Portfolio 10 | Index Funds Advisors Inc.

Below are methods for implementing this level of risk. Due to differences, returns will vary from the IFA Index Portfolio (see here).

Taxable
Accts

IRA
Accts

Taxable &
IRA Accts

401k/403b
Plans

Socially
Responsible

Environmentally
Conscious

Core
Allocation

Diversified
Index Managers

United Kingdom
Residents

Australia
Residents

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Figure 1: IFA iPortfolio 10 Index Allocation iPortfolios are individualized & indexed - 100 Risk Specific Allocations Available to Clients
IFA Indexes* (See links for definition of indexes)	Percentage Allocation (%)	Number of Stocks & Bonds*	Wtd Avg Mkt Cap (in $mill)*	Wtd Avg Book to Market*
IFA US Large Company Index	4	500	$82,050	0.49
IFA US Large Cap Value Index	4	226	$42,610	0.95
IFA US Small Cap Index	2	2,749	$939	0.68
IFA US Small Cap Value Index	2	1,553	$1,506	0.97
IFA Real Estate Index	2	288	$7,059	0.77
IFA International Value Index	2	475	$42,464	0.90
IFA International Small Company Index	1	4,229	$1,312	0.80
IFA International Small Cap Value Index	1	2,109	$1,368	1.21
IFA Emerging Markets Index	0.6	619	$46,976	0.42
IFA Emerging Markets Value Index	0.6	1,892	$15,653	0.73
IFA Emerging Markets Small Cap Index	0.8	2,160	$1,591	0.65
IFA One-Year Fixed Income Index	20	112	na	na
IFA Two-Year Global Fixed Income Index	20	115	na	na
IFA Five-Year Government Index	20	20	na	na
IFA Five-Year Global Fixed Income Index	20	82	na	na
*As of December 31, 2009 Total:	100	17,129	$32,205	0.78
The combined equity indexes listed above are like an investment in Capitalism, Inc.

Figure 2: Risk and Return Data

Data Label	1 Mo. Ending Feb 2010	YTD ending Feb 2010	1 Yr ending 2009	1 Yr ending 2008	1 Yr ending 2007	1 Yr ending 2006	1 Yr ending 2005	3 Yrs 2007- 2009	5 Yrs 2005- 2009	10 Yrs 2000- 2009	20 Yrs 1990- 2009	35 Yrs 1975- 2009	50 Yrs 1960- 2009	82 Yrs 1928- 2009
Growth $1	1.01	1.01	1.09	0.95	1.04	1.07	1.03	1.07	1.18	1.54	3.06	15.18	30.27	88.13
Return %	0.79	0.60	8.62	-4.89	3.78	7.35	2.92	2.35	3.44	4.40	5.75	8.08	7.06	5.61
Risk - SD	-	-	6.21	4.65	2.39	1.90	2.09	4.83	3.95	3.44	3.41	4.20	4.13	5.05
Risk is measured in units of Standard Deviation. Sources, Updates and Disclosures: ifabt.com

Figure 3: Risk and Return Charts and Analysis for 100 iPortfolios (Link)

Figure 4 (Link)

2010 Year To Date Returns for IFA Index Portfolios and Indexes

( Data as of Market Close 3/9/10 )

IFA Index Portfolios
YTD Return %¹	4.99%	4.45%	3.92%	3.77%	3.62%	3.47%	3.32%	3.17%	3.01%	2.86%	2.71%	2.56%	2.41%	2.26%	2.11%	1.96%	1.81%	1.66%	1.51%	1.36%
Value²	5,879	4,826	3,924	3,405	2,915	2,463	2,055	1,692	1,377	1,106	878	689	534	409	309	231	170	124	89	64
Risk³	22.90	22.44	22.00	20.84	19.70	18.57	17.46	16.36	15.27	14.20	13.13	12.07	11.03	9.99	8.97	7.95	6.96	5.99	5.05	4.19

IFA Indexes*																Other Indexes	Sim. S&P 500	Dow 30	Nasdaq
YTD Return %¹	0.57%	2.64%	0.95%	1.26%	1.89%	9.66%	8.39%	2.92%	6.06%	-0.86%	2.69%	1.83%	0.60%	1.39%	0.39%	YTD Return %	2.69%	1.31%	3.15%
Value²	97,215	68,119	42,748	29,119	17,572	17,919	4,627	4,468	3,015	2,253	1,538	54	47	54	27	Value	1,567	10,564	2,341
Risk³	26.90	25.00	24.35	25.56	23.90	26.13	24.99	24.84	22.85	23.03	19.32	3.66	3.06	3.66	1.54

*Legend for IFA Indexes:

Emerging Markets Value

Emerging Small Cap

Emerging Markets

Int'l Small Cap Value

Int'l Small Company

US Small Cap Value

US Small Company

Global Real Estate Securities

US Large Value

International Value

US Large Co. Sim. S&P 500

5 Yr Global Fixed Income

2 Yr Global Fixed Income

5 Yr Gov't Fixed Income

1 Yr Fixed Income

¹When IFA Indexes are shown in Index Portfolios, all returns data reflects a deduction of 0.9% annual investment advisory fee, which is the maximum IFA fee. Your fee may be less depending on assets under management at IFA. Unless indicated otherwise, data shown for each individual IFA Index is shown without a deduction of the IFA advisory fee. It is important to understand that the assumption of annual rebalancing has an impact on the monthly returns reported for the IFA index portfolios in both this Table, Table 11.9 and in the Index Calculator. The reason for this difference is that with annual rebalancing, the monthly returns are calculated by applying the asset class percentages to the year-to-date returns as of the beginning and the end of the month, unlike monthly rebalancing which assumes that the portfolio is perfectly in balance at the beginning of the month. See ifabt.com.
²Index Value based on starting value of one, as of Jan 1, 1928. Source: ifabt.com, dfaus.com. & yahoo.com
³The risk measure is calculated as the annualized standard deviation of monthly returns for 82 years from 1/1/1928 to 12/31/2009. (See Index Calculator)
2008 Year End Data | 2009 Year End Data

Click buttons for definitions.

Figure 5 (Chart Link)