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
20%US Large10.00%IFA US Large Company Index10.00%DFA Tax-Managed U.S. Equity (DTMEX)2,748$62,0790.57
10.00%IFA US Large Cap Value Index10.00%DFA Tax-Managed US Marketwide Value  (DTMMX)1,282$36,7311.06
10%US Small5.00%IFA US Small Cap Index5.00%DFA Tax-Managed U.S. Small Cap (DFTSX)2,268$7760.72
5.00%IFA US Small Cap Value IndexDFA US Targeted Value (DFFVX)1,571$1,4241.05
5%Real Estate5.00%IFA Real Estate Index5.00%DFA Global Real Estate Securities (DFGEX)295$6,8600.77
10%International5.00%IFA International Value Index5.00%DFA International Value (DFIVX)515$31,3031.03
2.50%IFA International Small Company Index2.50%DFA International Small Cap Value (DISVX)2,190$1,1561.37
2.50%IFA International Small Cap Value Index2.50%DFA International Small Company (DFISX)4,587$1,2400.84
5%Emerging Markets1.50%IFA Emerging Markets Index1.50%DFA Emerging Markets (DFEMX)655$42,0150.49
1.50%IFA Emerging Markets Value Index1.50%DFA Emerging Markets Value (DFEVX)1,997$16,9700.83
2.00%IFA Emerging Markets Small Cap Index2.00%DFA Emerging Small Cap (DEMSX)2,558$1,3200.69
50%Fixed Income12.50%IFA One-Year Fixed Income Index12.50%DFA One-Year Fixed Income (DFIHX)116nana
12.50%IFA Two-Year Global Fixed Income Index5.00%7.50%DFA Two-Year Global Fixed Income (DFGFX)131nana
12.50%IFA Five-Year Government Index12.50%DFA Five-Year Government (DFFGX)17nana
12.50%IFA Five-Year Global Fixed Income Index12.50%DFA Five-Year Global Fixed Income (DFGBX)94nana
**As of June 30, 2010
Copyright © 1999-2010 Index Funds Advisors, Inc. All rights reserved.
Backtested Performance Info