IFA Hybrid Taxable and Tax Deferred Accounts
Your percentage split may vary depending on investable assets per account. Please call an Index Funds Advisor to discuss your situation.
General Asset
Class Allocation
Specific IFA Index
Allocation
Combined Taxable and Tax Deferred
Account Allocation (Fund Symbols)
Number
of
Holdings**
Wtd
Avg
Mkt
Cap
(millions)**
Wtd
Avg
Book-to
-Market**
TaxableTax-
Deferred
Index Funds
8%US Large4.00%IFA US Large Company Index4.00%DFA Tax-Managed U.S. Equity (DTMEX)2,748$62,0790.57
4.00%IFA US Large Cap Value Index4.00%DFA Tax-Managed US Marketwide Value  (DTMMX)1,282$36,7311.06
4%US Small2.00%IFA US Small Cap Index2.00%DFA Tax-Managed U.S. Small Cap (DFTSX)2,268$7760.72
2.00%IFA US Small Cap Value IndexDFA US Targeted Value (DFFVX)1,571$1,4241.05
2%Real Estate2.00%IFA Real Estate Index2.00%DFA Global Real Estate Securities (DFGEX)295$6,8600.77
4%International2.00%IFA International Value Index2.00%DFA International Value (DFIVX)515$31,3031.03
1.00%IFA International Small Company Index1.00%DFA International Small Cap Value (DISVX)2,190$1,1561.37
1.00%IFA International Small Cap Value Index1.00%DFA International Small Company (DFISX)4,587$1,2400.84
2%Emerging Markets0.60%IFA Emerging Markets Index0.60%DFA Emerging Markets (DFEMX)655$42,0150.49
0.60%IFA Emerging Markets Value Index0.60%DFA Emerging Markets Value (DFEVX)1,997$16,9700.83
0.80%IFA Emerging Markets Small Cap Index0.80%DFA Emerging Small Cap (DEMSX)2,558$1,3200.69
80%Fixed Income20.00%IFA One-Year Fixed Income Index12.00%8.00%DFA One-Year Fixed Income (DFIHX)116nana
20.00%IFA Two-Year Global Fixed Income Index20.00%DFA Two-Year Global Fixed Income (DFGFX)131nana
20.00%IFA Five-Year Government Index20.00%DFA Five-Year Government (DFFGX)17nana
20.00%IFA Five-Year Global Fixed Income Index20.00%DFA Five-Year Global Fixed Income (DFGBX)94nana
**As of June 30, 2010
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