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
28%US Large14.00%IFA US Large Company Index14.00%DFA Tax-Managed U.S. Equity (DTMEX)2,748$62,0790.57
14.00%IFA US Large Cap Value Index14.00%DFA Tax-Managed US Marketwide Value  (DTMMX)1,282$36,7311.06
14%US Small7.00%IFA US Small Cap Index7.00%DFA Tax-Managed U.S. Small Cap (DFTSX)2,268$7760.72
7.00%IFA US Small Cap Value Index7.00%DFA US Targeted Value (DFFVX)1,571$1,4241.05
7%Real Estate7.00%IFA Real Estate Index7.00%DFA Global Real Estate Securities (DFGEX)295$6,8600.77
14%International7.00%IFA International Value Index7.00%DFA International Value (DFIVX)515$31,3031.03
3.50%IFA International Small Company Index3.50%DFA International Small Cap Value (DISVX)2,190$1,1561.37
3.50%IFA International Small Cap Value Index1.00%2.50%DFA International Small Company (DFISX)4,587$1,2400.84
7%Emerging Markets2.10%IFA Emerging Markets Index2.10%DFA Emerging Markets (DFEMX)655$42,0150.49
2.10%IFA Emerging Markets Value Index2.10%DFA Emerging Markets Value (DFEVX)1,997$16,9700.83
2.80%IFA Emerging Markets Small Cap Index2.80%DFA Emerging Small Cap (DEMSX)2,558$1,3200.69
30%Fixed Income7.50%IFA One-Year Fixed Income Index7.50%DFA One-Year Fixed Income (DFIHX)116nana
7.50%IFA Two-Year Global Fixed Income Index7.50%DFA Two-Year Global Fixed Income (DFGFX)131nana
7.50%IFA Five-Year Government Index7.50%DFA Five-Year Government (DFFGX)17nana
7.50%IFA Five-Year Global Fixed Income Index7.50%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