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 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**
36%US Large18.00%IFA US Large Company Index18.00%DFA Tax-Managed U.S. Equity (DTMEX)2,626$82,6740.55
18.00%IFA US Large Cap Value Index18.00%DFA Tax-Managed US Marketwide Value  (DTMMX)1,279$47,3081.03
18%US Small9.00%IFA US Small Cap Index9.00%DFA Tax-Managed U.S. Small Cap (DFTSX)2,062$9650.73
9.00%IFA US Small Cap Value Index9.00%DFA Tax-Managed U.S. Targeted Value (DTMVX)1,488$1,7511.07
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 Tax-Managed International Value  (DTMIX)473$45,2791.21
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)nanana
2.50%IFA Five-Year Global Fixed Income Index2.50%DFA Five-Year Global Fixed Income (DFGBX)nanana
**As of December 31, 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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