IFA Index Portfolio 100 S2B2S2B2100IFA Index Portfolio 95 S2B2S2B295IFA Index Portfolio 90 S2B2S2B290IFA Index Portfolio 85 S2B2S2B285IFA Index Portfolio 80 S2B2S2B280IFA Index Portfolio 75 S2B2S2B275IFA Index Portfolio 70 S2B2S2B270IFA Index Portfolio 65 S2B2S2B265IFA Index Portfolio 60 S2B2S2B260IFA Index Portfolio 55 S2B2S2B255IFA Index Portfolio 50 S2B2S2B250IFA Index Portfolio 45 S2B2S2B245IFA Index Portfolio 40 S2B2S2B240IFA Index Portfolio 35 S2B2S2B235IFA Index Portfolio 30 S2B2S2B230IFA Index Portfolio 25 S2B2S2B225IFA Index Portfolio 20 S2B2S2B220IFA Index Portfolio 15 S2B2S2B215IFA Index Portfolio 10 S2B2S2B210IFA Index Portfolio 5 S2B2S2B25IFA Index Portfolio 0 S2B2S2B20
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Fund Portfolios icon

Fund Portfolios

Clients of IFA may have preferences, other than our default selection, in the mutual funds or exchange traded funds used to implement their index portfolio. Index portfolios are constructed from long-term IFA or other indexes that go back almost 100 years. To invest in funds similar to this historical data, we offer many different options to choose from.

If you need help understanding the fund portfolios below, please contact your IFA Wealth Advisor for an explanation and personalized guidance. IFA Portfolios are recommended based on the investor's risk capacity, which considers their time horizon, attitude towards risk, net worth, income, investment knowledge, goals, and objectives.

Take the IFA Risk Capacity Survey to determine which index portfolio matches your risk capacity. An advisor can then help identify the funds, as seen below, to be used in implementing that index portfolio.

Preset Fund Mixes:
Stock Funds
%
Bond Funds
%
A.
S1
Stocks
Small/Value/Profitability - ETFs
B1
Bonds
Short-term/Mixed - Mutual Funds
B.
S2
IFA Default Stocks
Core/Value/Profitability - ETFs
B2
IFA Default Bonds
Broad/Intermediate/Short - ETFs
C.
S3
Stocks
Large/Value/Profitability - ETFs
B1
Bonds
Short-term/Mixed - Mutual Funds
D.
S1
Stocks
Small/Value/Profitability - ETFs
B2
IFA Default Bonds
Broad/Intermediate/Short - ETFs
E.
S12
Stocks
Large/Mid/Small/Value - ETFs
B1
Bonds
Short-term/Mixed - Mutual Funds
F.
S21
High Profitability Stocks
Small/Value/Profitability - ETFs and Mutual Funds - ETFs and Mutual Funds
B1
Bonds
Short-term/Mixed - Mutual Funds
G.
S13
Stocks
Large/Mid/Small/Value - ETFs and Mutual Funds
B10
Total Bond Market Bonds
Broad/Mixed - Mutual Funds
H.
S14
Stocks
Large/Growth/Blend - ETFs and Mutual Funds
B10
Total Bond Market Bonds
Broad/Mixed - Mutual Funds
I.
S5
Stocks
Small/Value - ETFs and Mutual Funds
B10
Total Bond Market Bonds
Broad/Mixed - Mutual Funds
J.
S4
Stocks
Small/Value - ETFs
B9
Core Bonds
Broad/Short/Mixed - ETFs
K.
S15
Stocks
Small/Value - Mutual Funds
B15
Bonds
Interm/Mixed - Mutual Funds
L.
S18
Catholic Values Stocks
Core/Blend - Mutual Funds
B8
Catholic Values Bonds
Broad/Mixed - Mutual Funds
M.
S19
401(k) Stocks
Small/Value/Profitability - Mutual Funds
B1
Bonds
Short-term/Mixed - Mutual Funds
Fund Mixer:
Stock Funds
%
A.
Stocks
Small/Value/Profitability - ETFs
S1
B.
IFA Default Stocks
Core/Value/Profitability - ETFs
S2
C.
Stocks
Large/Value/Profitability - ETFs
S3
D.
High Profitability Stocks
Small/Value/Profitability - ETFs and Mutual Funds - ETFs and Mutual Funds
S21
E.
Stocks
Small/Value - ETFs
S4
F.
Stocks
Large/Blend - ETFs
S20
G.
Global
Small/Value/Profitablity - ETFs
S22
H.
Stocks
Small/Value - ETFs and Mutual Funds
S5
I.
Stocks
Core/Value/Profitability - Mutual Funds
S6
J.
Stocks
Small/Value - ETFs and Mutual Funds
S7
K.
Stocks
Mid/Value - ETFs and Mutual Funds
S8
L.
Stocks
Large/Value - ETFs and Mutual Funds
S9
M.
Stocks - E
Large/Value/Metals - ETFs and Mutual Funds
S10
N.
Stocks
Large/Value/Profitability - ETFs
S11
O.
Stocks
Large/Mid/Small/Value - ETFs
S12
P.
Stocks
Large/Mid/Small/Value - ETFs and Mutual Funds
S13
Q.
Stocks
Large/Growth/Blend - ETFs and Mutual Funds
S14
R.
Stocks
Small/Value - Mutual Funds
S15
S.
International Tilted
Small/Value/Profitability - ETFs
S23
T.
Sustainable Stocks
Core/Value - Mutual Funds
S16
U.
Socially Responsible Stocks
Core/Blend - Mutual Funds
S17
V.
Catholic Values Stocks
Core/Blend - Mutual Funds
S18
W.
401(k) Stocks
Small/Value/Profitability - Mutual Funds
S19
Bond Funds
%
A.
Bonds
Short-term/Mixed - Mutual Funds
B1
B.
IFA Default Bonds
Broad/Intermediate/Short - ETFs
B2
C.
Core Plus Bonds
Interm/Mixed - ETFs
B3
D.
Global Extended Bonds
Broad/Mixed - Mutual Funds
B4
E.
Bonds - E
Short-term/Tips - ETFs and Mutual Funds
B5
F.
Sustainable Bonds
Broad/Mixed - Mutual Funds
B6
G.
Social Bonds
Broad/Mixed - Mutual Funds
B7
H.
Catholic Values Bonds
Broad/Mixed - Mutual Funds
B8
I.
Core Bonds
Broad/Short/Mixed - ETFs
B9
J.
Bonds
Broad/Mixed - ETFs
B16
K.
US
Broad/Mixed/Core - ETFs
B18
L.
Total Bond Market Bonds
Broad/Mixed - Mutual Funds
B10
M.
NY Muni Bonds
Long-term/Muni - Mutual Funds
B11
N.
National Muni Bonds
Interm/Muni - Mutual Funds
B12
O.
Bonds
Short-term/Mixed - ETFs
B13
P.
CA Muni Bonds
Interm/Muni - Mutual Funds
B14
Q.
Bonds
Interm/Mixed - Mutual Funds
B15

Discuss Your Fund Options with an IFA Wealth Advisor:

Please provide your contact information so an IFA Wealth Advisor can reach out to you to discuss your fund options and next steps.

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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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