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: August 21, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
MyPlanIQ SAA Growth 08/12/2010 13.64% 8.17% 5.27% 4.35% 5.94%
Conservative 04/05/2000 20.12% 8.05% 17.06% 15.20% 11.45%
MyPlanIQ SAA Conservative 08/12/2010 10.62% 7.79% 4.60% 3.99% 4.26%
MyPlanIQ SAA Balanced 08/12/2010 12.00% 7.27% 5.54% 4.51% 5.08%
MyPlanIQ SAA Moderate 08/12/2010 11.66% 7.08% 4.79% 4.14% 5.15%
MyPlanIQ SAA Very Cons 08/12/2010 7.95% 6.78% 3.59% 3.13% 3.39%
Large-Cap Growth 04/05/2000 27.48% 6.66% 14.74% 10.39% 3.80%
Large-Cap Blend 10/26/2000 20.85% 6.64% 12.37% 9.54% 6.12%
Growth ETF 12/10/2001 24.72% 5.55% 13.77% 10.38% 9.22%
High Income 09/07/2000 14.00% 4.45% 9.33% 6.95% 10.32%
Mid-Cap Growth 04/05/2000 26.95% 3.42% 17.35% 11.67% 8.51%
Aggressive 04/05/2000 17.71% -1.21% 12.21% 9.46% 6.26%
Mid-Cap Blend 10/26/2000 14.22% -3.50% 7.95% 7.33% 8.87%
Value ETF 12/10/2001 12.49% -4.41% 7.78% 7.01% 8.69%
Large-Cap Value 04/05/2000 8.94% -7.66% 2.29% 3.00% 3.06%
Mid-Cap Value 04/05/2000 13.25% -7.86% 4.39% 3.85% 9.23%
Moderate 04/05/2000 7.98% -12.13% 6.47% 6.25% 9.38%
Small-Cap Value 04/05/2000 8.03% -14.71% 10.78% 6.92% 9.55%
Small-Cap Blend 10/26/2000 5.84% -15.68% 8.36% 7.28% 10.41%
Small-Cap Growth 04/05/2000 7.29% -21.33% 9.14% 3.79% 5.33%

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