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

 As of December 31, 2011% of PortfolioCumulative % of PortfolioAnnual Reports

US Large Company Portfolio
 Exxon Mobil Corp3.63.6
 Apple Inc3.36.9
 International Business Ma1.98.8
 Chevron Corp1.910.6
 Microsoft Corp1.712.3
 General Electric Co1.714
 Procter & Gamble Co/The1.615.6
 At&T Inc1.617.2
 Johnson & Johnson1.618.8
 Pfizer Inc1.520.2

US Large Cap Value Portfolio
 Conocophillips4.54.5 
 At&T Inc4.38.8 
 General Electric Co4.213 
 Pfizer Inc4.217.2 
 Comcast Corp3.520.7 
 Cvs Caremark Corp323.6 
 Union Pacific Corp2.926.6 
 Kraft Foods Inc2.829.4 
 News Corp2.431.7 
 Time Warner Inc2.334.1 

US Small Cap Portfolio
 Nu Skin Enterprises Inc0.40.4 
 Hollyfrontier Corp0.30.7 
 Healthspring Inc0.30.9 
 Thoratec Corp0.31.2 
 Ulta Salon Cosmetics & Fr0.31.5 
 Wellcare Health Plans Inc0.31.8 
 Questcor Pharmaceuticals 0.32 
 Domino's Pizza Inc0.22.2 
 Pier 1 Imports Inc0.22.5 
 Neustar Inc0.22.7 

US Targeted Value Portfolio
 Plains Exploration & Prod0.80.8 
 Ashland Inc0.71.6 
 Smithfield Foods Inc0.72.3 
 Omnicare Inc0.73 
 Mohawk Industries Inc0.73.7 
 Tesoro Corp0.74.4 
 Nasdaq Omx Group Inc/The0.75 
 Rowan Cos Inc0.75.7 
 Assurant Inc0.66.3 
 Sunoco Inc0.67 

Global Real Estate Securities Portfolio
 Simon Property Group Inc6.86.8
 Public Storage3.510.4
 Unibail-Rodamco Se3.113.5
 Westfield Group2.916.4
 Equity Residential2.919.3
 Hcp Inc2.822.1
 Boston Properties Inc2.524.6
 Ventas Inc2.527.1
 Vornado Realty Trust2.329.4
 Prologis Inc2.131.5

Intl. Value Portfolio
 Vodafone Group Plc55 
 Royal Dutch Shell Plc3.99 
 Bp Plc2.211.2 
 Daimler Ag1.412.6 
 Suncor Energy Inc1.313.9 
 Mitsubishi Ufj Financial 1.315.3 
 Gdf Suez1.216.5 
 Transcanada Corp1.217.7 
 Vivendi Sa1.218.9 
 Wesfarmers Ltd1.220.1 

Intl. Small Co. Portfolio
 Babcock International Gro0.30.3 
 Pennon Group Plc0.30.6 
 Croda International Plc0.30.8 
 Intertek Group Plc0.31.1 
 Meggitt Plc0.21.3 
 Informa Plc0.21.6 
 Drax Group Plc0.21.8 
 Imi Plc0.22 
 Psp Swiss Property Ag0.22.2 
 Tate & Lyle Plc0.22.4 

Intl. Small Cap Value Portfolio
 Bilfinger Berger Se1.11.1 
 Hiscox Ltd0.92 
 Travis Perkins Plc0.92.9 
 Meggitt Plc0.93.8 
 Trelleborg Ab0.94.6 
 Mondi Plc0.85.5 
 Aurubis Ag0.86.3 
 Catlin Group Ltd0.87.1 
 Persimmon Plc0.87.8 
 Amlin Plc0.88.6 

Emerging Markets Portfolio
 Samsung Electronics Co Lt3.73.7 
 Petroleo Brasileiro Sa2.56.2 
 Vale Sa2.18.3 
 Taiwan Semiconductor Manu2.110.4 
 Gazprom Oao1.912.3 
 Itau Unibanco Holding Sa1.714 
 America Movil Sab De Cv1.715.7 
 China Mobile Ltd1.517.2 
 Sasol Ltd1.418.6 
 Banco Bradesco Sa1.319.9 

Emerging Markets Value Portfolio
 Petroleo Brasileiro Sa55 
 Gazprom Oao4.39.3 
 Bank Of China Ltd2.211.5 
 Posco213.5 
 China Petroleum & Chemica1.715.2 
 Reliance Industries Ltd1.716.9 
 Shinhan Financial Group C1.418.3 
 Fomento Economico Mexican1.419.7 
 China Unicom Hong Kong Lt1.220.9 
 Gold Fields Ltd1.222.1 

Emerging Markets Small Cap Portfolio
 Arca Continental Sab De C11 
 Spar Group Ltd/The0.51.4 
 Tongaat Hulett Ltd0.51.9 
 Eletropaulo Metropolitana0.42.3 
 Lojas Renner Sa0.42.7 
 Mr Price Group Ltd0.43.1 
 Klabin Sa0.33.5 
 Orion Corp/Republic Of So0.33.8 
 Woolworths Holdings Ltd/S0.34.1 
 Cia Hering0.34.5 

Tax-Mgd. US Equity Portfolio
 Exxon Mobil Corp3.13.1 
 Apple Inc36.1 
 International Business Ma1.87.8 
 Chevron Corp1.69.4 
 Microsoft Corp1.510.9 
 General Electric Co1.512.4 
 Procter & Gamble Co/The1.413.8 
 Johnson & Johnson1.415.2 
 At&T Inc1.416.5 
 Pfizer Inc1.317.8 

Tax-Mgd. US Mktwd. Value Portfolio
 Conocophillips4.54.5 
 At&T Inc4.38.8 
 Comcast Corp4.112.9 
 General Electric Co416.9 
 Pfizer Inc3.720.7 
 Kraft Foods Inc2.723.4 
 Anadarko Petroleum Corp2.325.6 
 Cvs Caremark Corp2.227.8 
 Time Warner Inc1.929.7 
 Citigroup Inc1.831.5 

Tax-Mgd. US Small Cap Portfolio
 Dillard's Inc0.30.3 
 Healthspring Inc0.30.6 
 Questcor Pharmaceuticals 0.30.9 
 Hollyfrontier Corp0.31.1 
 Viropharma Inc0.31.4 
 Delphi Financial Group In0.21.6 
 Ulta Salon Cosmetics & Fr0.21.9 
 Robbins & Myers Inc0.22.1 
 Jazz Pharmaceuticals Inc0.22.4 
 Triumph Group Inc0.22.6 

Tax-Mgd. US Targeted Value Portfolio
 Dillard's Inc0.80.8 
 Iac/Interactivecorp0.81.6 
 Assurant Inc0.72.3 
 Plains Exploration & Prod0.62.9 
 American Financial Group 0.63.6 
 Meadwestvaco Corp0.64.2 
 Arrow Electronics Inc0.64.8 
 Ryder System Inc0.65.4 
 Ralcorp Holdings Inc0.66 
 Reinsurance Group Of Amer0.66.6 

Tax-Mgd. Intl. Value Portfolio
 Royal Dutch Shell Plc5.15.1 
 Vodafone Group Plc5.110.2 
 Bp Plc3.313.5 
 Mitsubishi Ufj Financial 1.915.4 
 Suncor Energy Inc1.717 
 Wesfarmers Ltd1.618.6 
 Gdf Suez1.520.1 
 Toyota Motor Corp1.421.5 
 Transcanada Corp1.322.8 
 Vivendi Sa1.224 
 

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
Call or Email
Index Funds Advisors, Inc. All rights reserved.
 Backtested Performance Info
 

This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.) For a copy of the Index Funds Advisors, Inc. Privacy Policy, click here.

Index Funds Advisors, Inc.    No Active Funds
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150  —  Irvine, CA 92612  
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050  —  Fax: 949-502-0048 — Email: info @ ifa . com
For several other offices and representative locations, see About Us.