Multi-Cap Growth
A strategy that combines large, mid, and small-cap growth ETFs for diversified market exposure.
Performance Metrics
Annual Return
11.43%
Total Growth (20 Years)
771.05%
$10,000 Becomes
$87,104.9
Expense Analysis
Weighted Expense Ratio
0.1995%
Annual Cost per $10,000
$19.95
Strategy Overview
Number of ETFs
4
Investment Focus
Large GrowthLarge GrowthMid-Cap BlendSmall Blend
Historical Performance
Growth of $10,000 invested from 2005 to 2025
Portfolio Allocation
ETF allocation percentages within the strategy
Investment Calculator
Investment Calculator
$
Projected Results
Final Value
$87,104.9
Total Growth
771.05%
Annual Cost
$19.95
Total Cost Over Period
$399
Portfolio Composition
| ETF Symbol | ETF Name | Category | Allocation | Expense Ratio | Annual Return |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | Large Growth | 35% | 0.19% | 11.2% |
| QQQ | Invesco QQQ Trust | Large Growth | 35% | 0.2% | 13.2% |
| MDY | SPDR S&P MidCap 400 ETF Trust | Mid-Cap Blend | 15% | 0.23% | 10.2% |
| IWM | iShares Russell 2000 ETF | Small Blend | 15% | 0.19% | 9.1% |
Risk Analysis
Risk Factors
- Market Risk: Subject to market fluctuations and volatility
- Sector Concentration: May have significant exposure to specific sectors
- Economic Risk: Economic downturns could adversely affect performance
- Interest Rate Risk: Changes in interest rates may impact performance
Investor Suitability
- Long-Term Investors: 10+ year investment horizon
- Growth-Oriented Investors: Seeking capital appreciation
- Moderate to Aggressive Risk Tolerance: Comfortable with market fluctuations
- Tax-Advantaged Accounts: Ideal for retirement accounts