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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
32%US Large16.00%IFA US Large Company Index16.00%DFA Tax-Managed U.S. Equity (DTMEX)2,690$59,3090.58
16.00%IFA US Large Cap Value Index16.00%DFA Tax-Managed US Marketwide Value  (DTMMX)1,413$26,8581.32
30%US Small15.00%IFA US Small Cap Index15.00%DFA Tax-Managed U.S. Small Cap (DFTSX)2,294$5740.87
15.00%IFA US Small Cap Value Index15.00%DFA US Targeted Value (DFFVX)1,561$1,0791.23
7.5%Real Estate7.50%IFA Real Estate Index7.50%DFA Global Real Estate Securities (DFGEX)283$3,9671.18
19%International8.00%IFA International Value Index8.00%DFA International Value (DFIVX)477$28,8141.11
5.50%IFA International Small Company Index5.50%DFA International Small Cap Value (DISVX)2,278$9391.59
5.50%IFA International Small Cap Value Index5.50%DFA International Small Company (DFISX)4,044$8641.07
11.5%Emerging Markets3.50%IFA Emerging Markets Index3.00%DFA Emerging Markets (DFEMX)566$31,6670.54
3.50%IFA Emerging Markets Value Index4.00%DFA Emerging Markets Value (DFEVX)2,124$8,6550.97
4.50%IFA Emerging Markets Small Cap Index4.50%DFA Emerging Small Cap (DEMSX)1,927$7731.03
0%Fixed Income0.00%IFA One-Year Fixed Income IndexDFA One-Year Fixed Income (DFIHX)55nana
0.00%IFA Two-Year Global Fixed Income IndexDFA Two-Year Global Fixed Income (DFGFX)59nana
0.00%IFA Five-Year Government IndexDFA Five-Year Government (DFFGX)18nana
0.00%IFA Five-Year Global Fixed Income IndexDFA Five-Year Global Fixed Income (DFGBX)68nana
**As of April 30, 2009
Index Portfolios:
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