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: January 25, 2021 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Mid-Cap Growth 04/05/2000 7.15% 42.90% 21.31% 23.08% 9.92%
Growth ETF 12/10/2001 4.60% 38.10% 19.99% 21.87% 10.90%
Aggressive 04/05/2000 5.56% 24.82% 12.73% 21.06% 7.62%
Small-Cap Growth 04/05/2000 6.82% 21.83% 7.03% 16.02% 6.60%
Small-Cap Value 04/05/2000 8.94% 18.59% 9.02% 20.13% 11.03%
Conservative 04/05/2000 0.30% 18.00% 14.51% 19.41% 12.01%
Mid-Cap Value 04/05/2000 5.95% 17.23% 7.96% 16.80% 10.37%
Small-Cap Blend 10/26/2000 5.66% 15.97% 10.65% 17.08% 11.84%
Mid-Cap Blend 10/26/2000 6.03% 15.86% 9.86% 14.75% 9.52%
Large-Cap Growth 04/05/2000 -0.37% 15.17% 11.73% 17.94% 4.86%
Large-Cap Blend 10/26/2000 2.30% 11.28% 9.26% 15.94% 6.73%
Moderate 04/05/2000 6.40% 9.17% 5.19% 13.74% 10.06%
Value ETF 12/10/2001 4.07% 7.40% 4.99% 13.10% 8.99%
Large-Cap Value 04/05/2000 4.01% 3.53% -0.57% 7.77% 3.46%
High Income 09/07/2000 1.31% -6.31% 3.06% 11.59% 9.76%

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