IFA Index Portfolio 80: Purple

Aggressive: Suitable for investors who have at least 14 years before needing approximately 20% of their investments and are willing to accept a higher degree of volatility in order to achieve higher portfolio growth potential.

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 401(k)/ 403(b) Plans
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**
36%US Large18.00%IFA US Large Company Index18.00%DFA US Large Company (DFUSX)
Schwab S&P 500 (SWPPX)
Fidelity S&P 500 (FSMKX)
Vanguard 500 Index Fund (VFINX)		503


5071		$95,298


$35,900*1		0.55


0.501
18.00%IFA US Large Cap Value Index18.00%DFA US Large Cap Value (DFLVX)228$51,6581.06
18%US Small9.00%IFA US Small Cap Index9.00%DFA US Micro Cap (DFSCX)2,129$6120.7
9.00%IFA US Small Cap Value Index9.00%DFA US Small Cap Value (DFSVX)1,368$1,0851.12
9%Real Estate9.00%IFA Real Estate Index9.00%DFA Global Real Estate Securities (DFGEX)322$9,7680.74
18%International9.00%IFA International Value Index9.00%DFA International Value (DFIVX)533$40,2811.19
4.50%IFA International Small Company Index4.50%DFA International Small Company (DFISX)4,806$1,3630.97
4.50%IFA International Small Cap Value Index4.50%DFA International Small Cap Value (DISVX)2,230$1,2551.62
9%Emerging Markets2.70%IFA Emerging Markets Index2.70%DFA Emerging Markets (DFEMX)874$42,7090.6
2.70%IFA Emerging Markets Value Index2.70%DFA Emerging Markets Value (DFEVX)2,199$27,4221.06
3.60%IFA Emerging Markets Small Cap Index3.60%DFA Emerging Small Cap (DEMSX)2,619$1,2530.86
10%Fixed Income2.50%IFA One-Year Fixed Income Index2.50%DFA One-Year Fixed Income (DFIHX)nanana
2.50%IFA Two-Year Global Fixed Income Index2.50%DFA Two-Year Global Fixed Income (DFGFX)nanana
2.50%IFA Short Term Government Index2.50%DFA Short Term Government (DFFGX)
Vanguard Short-Term Bond Index (VBISX)
Vanguard Short-Term Federal (VSGBX)		nana
2.50%IFA Five-Year Global Fixed Income Index2.50%DFA Five-Year Global Fixed Income (DFGBX)nanana
**As of December 31, 2011                                       *Median or average market cap is shown because weighted average market cap is not given.
1Note: Vanguard data as of 4/30/2009; iShares data as of 3/31/2009; Schwab ETF data as of 6/8/2010
2Vanguard Global ex-US Real Estate as of 1/28/2011
 

IFA Index Portfolio 80: Purple

Aggressive: Suitable for investors who have at least 14 years before needing approximately 20% of their investments and are willing to accept a higher degree of volatility in order to achieve higher portfolio growth potential.

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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