IFA Index Portfolio 40: Aqua

Slightly Conservative: Suitable for investors who have at least 7 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth.

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 Taxable Accounts
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**
20%US Large10.00%IFA US Large Company Index10.00%DFA Tax-Managed U.S. Equity (DTMEX)2,626$82,6740.55
10.00%IFA US Large Cap Value Index10.00%DFA Tax-Managed US Marketwide Value  (DTMMX)1,279$47,3081.03
10%US Small5.00%IFA US Small Cap Index5.00%DFA Tax-Managed U.S. Small Cap (DFTSX)2,062$9650.73
5.00%IFA US Small Cap Value Index5.00%DFA Tax-Managed U.S. Targeted Value (DTMVX)1,488$1,7511.07
5%Real Estate5.00%IFA Real Estate Index5.00%DFA Global Real Estate Securities (DFGEX)322$9,7680.74
10%International5.00%IFA International Value Index5.00%DFA Tax-Managed International Value  (DTMIX)473$45,2791.21
2.50%IFA International Small Company Index2.50%DFA International Small Company (DFISX)4,806$1,3630.97
2.50%IFA International Small Cap Value Index2.50%DFA International Small Cap Value (DISVX)2,230$1,2551.62
5%Emerging Markets1.50%IFA Emerging Markets Index1.50%DFA Emerging Markets (DFEMX)874$42,7090.6
1.50%IFA Emerging Markets Value Index1.50%DFA Emerging Markets Value (DFEVX)2,199$27,4221.06
2.00%IFA Emerging Markets Small Cap Index2.00%DFA Emerging Small Cap (DEMSX)2,619$1,2530.86
50%Fixed Income12.50%IFA One-Year Fixed Income Index12.50%DFA One-Year Fixed Income (DFIHX)nanana
12.50%IFA Two-Year Global Fixed Income Index12.50%DFA Two-Year Global Fixed Income (DFGFX)nanana
12.50%IFA Short Term Government Index12.50%DFA Short Term Government (DFFGX)nanana
12.50%IFA Five-Year Global Fixed Income Index12.50%DFA Five-Year Global Fixed Income (DFGBX)nanana
**As of December 31, 2011
 

IFA Index Portfolio 40: Aqua

Slightly Conservative: Suitable for investors who have at least 7 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth.

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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