IFA Index Portfolio 20: Light Turquoise

Conservative: Suitable for investors who have at least 5 years before needing approximately 20% of their investments and are willing to accept a conservative degree of risk for incremental appreciation with emphasis on capital preservation.

Index DataRolling PeriodsTop Ten HoldingsReturns MatrixFact SheetHi/Lo ComparisonRisk/Return Calculator
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

IFA 401(k)/ 403(b) Plans
General Asset
Class Allocation		Specific IFA Index
Allocation		Portfolio Account Index
Funds Allocation (Fund Symbols)		Number
of
Holdings**		Wtd Avg Mkt Cap (millions)**Wtd Avg Book-to
-Market**
12%US Large6.00%IFA US Large Company Index6.00%DFA US Large Company (DFUSX)
Schwab S&P 500 (SWPPX)
Fidelity S&P 500 (FSMKX)
Vanguard 500 Index Fund (VFINX)		503


5071		$95,298


$35,900*1		0.55


0.501
6.00%IFA US Large Cap Value Index6.00%DFA US Large Cap Value (DFLVX)228$51,6581.06
6%US Small3.00%IFA US Small Cap Index3.00%DFA US Micro Cap (DFSCX)2,129$6120.7
3.00%IFA US Small Cap Value Index3.00%DFA US Small Cap Value (DFSVX)1,368$1,0851.12
3%Real Estate3.00%IFA Real Estate Index3.00%DFA Global Real Estate Securities (DFGEX)322$9,7680.74
6%International3.00%IFA International Value Index3.00%DFA International Value (DFIVX)533$40,2811.19
1.50%IFA International Small Company Index1.50%DFA International Small Company (DFISX)4,806$1,3630.97
1.50%IFA International Small Cap Value Index1.50%DFA International Small Cap Value (DISVX)2,230$1,2551.62
3%Emerging Markets0.90%IFA Emerging Markets Index0.90%DFA Emerging Markets (DFEMX)874$42,7090.6
0.90%IFA Emerging Markets Value Index0.90%DFA Emerging Markets Value (DFEVX)2,199$27,4221.06
1.20%IFA Emerging Markets Small Cap Index1.20%DFA Emerging Small Cap (DEMSX)2,619$1,2530.86
70%Fixed Income17.50%IFA One-Year Fixed Income Index17.50%DFA One-Year Fixed Income (DFIHX)nanana
17.50%IFA Two-Year Global Fixed Income Index17.50%DFA Two-Year Global Fixed Income (DFGFX)nanana
17.50%IFA Short Term Government Index17.50%DFA Short Term Government (DFFGX)
Vanguard Short-Term Bond Index (VBISX)
Vanguard Short-Term Federal (VSGBX)		nana
17.50%IFA Five-Year Global Fixed Income Index17.50%DFA Five-Year Global Fixed Income (DFGBX)nanana
**As of December 31, 2011                                       *Median or average market cap is shown because weighted average market cap is not given.
1Note: Vanguard data as of 4/30/2009; iShares data as of 3/31/2009; Schwab ETF data as of 6/8/2010
2Vanguard Global ex-US Real Estate as of 1/28/2011

 

IFA Index Portfolio 20: Light Turquoise

Conservative: Suitable for investors who have at least 5 years before needing approximately 20% of their investments and are willing to accept a conservative degree of risk for incremental appreciation with emphasis on capital preservation.

Index DataRolling PeriodsTop Ten HoldingsReturns MatrixFact SheetHi/Lo ComparisonRisk/Return Calculator
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
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