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
16%US Large8.00%IFA US Large Company Index8.00%DFA Tax-Managed U.S. Equity (DTMEX)2,748$62,0790.57
8.00%IFA US Large Cap Value Index8.00%DFA Tax-Managed US Marketwide Value  (DTMMX)1,282$36,7311.06
8%US Small4.00%IFA US Small Cap Index4.00%DFA Tax-Managed U.S. Small Cap (DFTSX)2,268$7760.72
4.00%IFA US Small Cap Value IndexDFA US Targeted Value (DFFVX)1,571$1,4241.05
4%Real Estate4.00%IFA Real Estate Index4.00%DFA Global Real Estate Securities (DFGEX)295$6,8600.77
8%International4.00%IFA International Value Index4.00%DFA International Value (DFIVX)515$31,3031.03
2.00%IFA International Small Company Index2.00%DFA International Small Cap Value (DISVX)2,190$1,1561.37
2.00%IFA International Small Cap Value Index2.00%DFA International Small Company (DFISX)4,587$1,2400.84
4%Emerging Markets1.20%IFA Emerging Markets Index1.20%DFA Emerging Markets (DFEMX)655$42,0150.49
1.20%IFA Emerging Markets Value Index1.20%DFA Emerging Markets Value (DFEVX)1,997$16,9700.83
1.60%IFA Emerging Markets Small Cap Index1.60%DFA Emerging Small Cap (DEMSX)2,558$1,3200.69
60%Fixed Income15.00%IFA One-Year Fixed Income Index15.00%DFA One-Year Fixed Income (DFIHX)116nana
15.00%IFA Two-Year Global Fixed Income Index14.00%DFA Two-Year Global Fixed Income (DFGFX)131nana
15.00%IFA Five-Year Government Index15.00%DFA Five-Year Government (DFFGX)17nana
15.00%IFA Five-Year Global Fixed Income Index16.00%DFA Five-Year Global Fixed Income (DFGBX)94nana
**As of June 30, 2010
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