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: June 14, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
High Income 09/07/2000 14.19% 8.62% 10.75% 7.27% 10.43%
Large-Cap Blend 10/26/2000 18.09% 6.62% 13.30% 9.38% 6.05%
Conservative 04/05/2000 15.50% 6.43% 17.33% 14.88% 11.34%
MyPlanIQ SAA Very Cons 08/12/2010 5.85% 5.15% 3.56% 2.80% 3.23%
MyPlanIQ SAA Conservative 08/12/2010 7.64% 4.72% 4.77% 3.50% 4.03%
MyPlanIQ SAA Balanced 08/12/2010 9.07% 4.35% 6.05% 4.05% 4.87%
Growth ETF 12/10/2001 21.17% 4.31% 15.06% 10.38% 9.15%
MyPlanIQ SAA Moderate 08/12/2010 9.17% 3.95% 5.41% 3.85% 4.99%
MyPlanIQ SAA Growth 08/12/2010 10.48% 3.83% 6.07% 4.00% 5.73%
Mid-Cap Growth 04/05/2000 22.09% 3.44% 18.21% 11.15% 8.38%
Aggressive 04/05/2000 17.32% 0.17% 14.49% 9.63% 6.31%
Large-Cap Growth 04/05/2000 23.73% -0.11% 16.51% 10.51% 3.68%
Value ETF 12/10/2001 13.73% -0.12% 10.40% 7.69% 8.85%
Mid-Cap Blend 10/26/2000 12.53% -0.63% 10.40% 7.62% 8.87%
Mid-Cap Value 04/05/2000 17.88% -2.71% 9.65% 4.93% 9.55%
Small-Cap Value 04/05/2000 12.32% -5.09% 14.44% 8.40% 9.87%
Large-Cap Value 04/05/2000 8.74% -7.52% 3.45% 3.74% 3.08%
Moderate 04/05/2000 8.22% -8.12% 9.60% 6.24% 9.49%
Small-Cap Blend 10/26/2000 7.34% -11.99% 11.45% 7.31% 10.60%
Small-Cap Growth 04/05/2000 14.39% -13.06% 12.97% 4.89% 5.73%

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