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 21, 2020 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Large-Cap Growth 04/05/2000 3.76% 24.31% 17.78% 11.50% 4.30%
Growth ETF 12/10/2001 6.12% 23.91% 16.10% 11.55% 9.77%
Large-Cap Blend 10/26/2000 4.58% 20.83% 12.83% 10.93% 6.59%
Aggressive 04/05/2000 1.09% 18.17% 14.03% 11.60% 6.85%
Conservative 04/05/2000 5.82% 18.07% 18.22% 14.51% 11.60%
MyPlanIQ SAA Balanced 08/12/2010 3.32% 15.72% 8.56% 5.94% 5.74%
Mid-Cap Blend 10/26/2000 1.28% 15.69% 8.86% 8.01% 9.42%
High Income 09/07/2000 0.58% 15.51% 9.57% 9.80% 10.70%
MyPlanIQ SAA Growth 08/12/2010 2.75% 15.42% 8.17% 5.99% 6.58%
MyPlanIQ SAA Conservative 08/12/2010 3.06% 13.95% 7.39% 5.14% 4.81%
MyPlanIQ SAA Moderate 08/12/2010 2.14% 13.23% 7.11% 5.41% 5.68%
Mid-Cap Growth 04/05/2000 3.82% 12.23% 17.46% 11.28% 8.62%
Value ETF 12/10/2001 0.24% 10.88% 7.55% 8.09% 9.10%
MyPlanIQ SAA Very Cons 08/12/2010 2.04% 10.34% 5.50% 3.86% 3.74%
Large-Cap Value 04/05/2000 -2.68% 8.57% 2.59% 3.51% 3.55%
Moderate 04/05/2000 0.59% 6.99% 4.77% 6.77% 9.90%
Small-Cap Blend 10/26/2000 -2.40% 4.68% 7.27% 9.10% 10.91%
Mid-Cap Value 04/05/2000 -6.06% 4.38% 5.68% 4.49% 9.52%
Small-Cap Growth 04/05/2000 -0.01% 1.93% 9.13% 6.81% 5.97%
Small-Cap Value 04/05/2000 -10.11% -9.18% 4.54% 6.18% 9.23%

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