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Ready-to-Go Folios: Investment Style Category

Ready-to-Go Folios Main | See All Folios

Investment style folios afford growth, value, blend, and income opportunities across small-cap, mid-cap, and large-cap companies, as well as risk adjustment ideas.

These may appeal to investors building a diversified portfolio based upon equity-style asset allocation.

Investment style folios are based on analysis of publicly available information such as market capitalization rates and price-to-book ratios.

Last Updated: February 19, 2019
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Conservative 04/05/00 10.64% 11.54% 18.14% 14.06% 11.28%
Small-Cap Blend 10/26/00 14.98% 7.23% 17.50% 9.66% 11.21%
High Income 09/07/00 11.22% 5.81% 14.19% 8.06% 10.46%
Small-Cap Value 04/05/00 17.85% 13.64% 25.43% 11.29% 10.32%
Moderate 04/05/00 16.11% 1.88% 17.09% 9.31% 10.07%
Mid-Cap Value 04/05/00 19.48% -1.09% 16.02% 6.58% 9.79%
Mid-Cap Blend 10/26/00 13.82% 5.48% 13.93% 9.49% 9.10%
Growth ETF 12/10/01 15.69% 7.21% 17.50% 9.84% 9.03%
Value ETF 12/10/01 13.13% 1.36% 14.34% 9.08% 8.99%
Mid-Cap Growth 04/05/00 20.97% 17.39% 23.40% 11.21% 8.47%
Aggressive 04/05/00 15.04% 0.47% 18.93% 10.42% 6.30%
Small-Cap Growth 04/05/00 20.67% 4.29% 17.70% 7.29% 6.13%
Large-Cap Blend 10/26/00 12.90% 2.62% 14.64% 9.90% 5.90%
MyPlanIQ SAA Growth 08/12/10 7.58% 0.31% 7.55% 4.29% 5.62%
MyPlanIQ SAA Moderate 08/12/10 6.28% 0.72% 6.42% 3.95% 4.85%
MyPlanIQ SAA Balanced 08/12/10 5.59% 2.20% 6.31% 3.88% 4.66%
MyPlanIQ SAA Conservative 08/12/10 4.49% 2.54% 4.90% 3.27% 3.82%
Large-Cap Growth 04/05/00 15.19% 1.00% 16.00% 9.98% 3.35%
Large-Cap Value 04/05/00 12.24% -8.94% 8.10% 6.09% 3.29%
MyPlanIQ SAA Very Cons 08/12/10 2.89% 2.93% 3.36% 2.47% 3.01%

Past performance is no guarantee of future results.
See how returns are calculated