Figure 1: IFA Index Portfolio
80
Allocation
100 Allocations Available to Clients
IFA Indexes*
(Click links for definition of IFA indexes)
Percentage
Allocation (%)
Number of Stocks
& Bonds*
Wtd Avg
Mkt Cap
(in $ Mill)*
Wtd Avg Book to Market*
IFA US Large Company Index 18.00 500 $106,112 0.49 IFA US Large Cap Value Index 18.00 251 $69,488 0.87 IFA US Small Cap Index 9.00 2,296 $1,519 0.58 IFA US Small Cap Value Index 9.00 1,583 $2,361 0.85 IFA Global REIT Index 9.00 338 $12,100 0.57 IFA International Value Index 9.00 535 $44,446 1.05 IFA International Small Company Index 4.50 4,551 $1,737 0.80 IFA International Small Cap Value Index 4.50 2,105 $1,758 1.28 IFA Emerging Markets Index 2.70 998 $44,211 0.61 IFA Emerging Markets Value Index 2.70 2,194 $26,462 1.05 IFA Emerging Markets Small Cap Index 3.60 3,126 $1,373 0.73 IFA One-Year Fixed Income Index 2.50 na na na IFA Two-Year Global Fixed Income Index 2.50 na na na IFA Short Term Government Index 2.50 na na na IFA Five-Year Global Fixed Income Index 2.50 na na na
*As of March 31, 2013
Total:
100.00
18,477 $43,512 0.76
IFA considers diversified Index Portfolios to represent an investment in global Capitalism. -