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
Stocks Small/Value/Profitability - ETFs
Bonds Short-term/Mixed - Mutual Funds
IFA Default Stocks Core/Value/Profitability - ETFs
IFA Default Bonds Broad/Intermediate/Short - ETFs
Stocks Large/Value/Profitability - ETFs
Bonds Short-term/Mixed - Mutual Funds
Stocks Small/Value/Profitability - ETFs
IFA Default Bonds Broad/Intermediate/Short - ETFs
Stocks Large/Mid/Small/Value - ETFs
Bonds Short-term/Mixed - Mutual Funds
High Profitability Stocks Small/Value/Profitability - ETFs and Mutual Funds - ETFs and Mutual Funds
Bonds Short-term/Mixed - Mutual Funds
Stocks Blend/Value - ETFs
Total Bond Market Bonds Broad/Intermediate/Short - ETFs and Mutual Funds
Stocks Blend/Value - ETFs
Total Bond Market Bonds Broad/Intermediate/Short - ETFs and Mutual Funds
Stocks Large/Blend - ETFs
Total Bond Market Bonds Broad/Intermediate/Short - ETFs and Mutual Funds
Stocks Small/Value - ETFs
Core Bonds Broad/Short/Mixed - ETFs
Stocks Blend/Value - Mutual Funds
Bonds Interm/Mixed - Mutual Funds
Catholic Values Stocks Core/Blend - Mutual Funds
Catholic Values Bonds Broad/Mixed - Mutual Funds
401(k) Stocks Small/Value/Profitability - Mutual Funds
Bonds Short-term/Mixed - Mutual Funds
Fund Mixer:
Stock Funds
Stocks Small/Value/Profitability - ETFs
IFA Default Stocks Core/Value/Profitability - ETFs
Stocks Large/Value/Profitability - ETFs
High Profitability Stocks Small/Value/Profitability - ETFs and Mutual Funds - ETFs and Mutual Funds
Stocks Small/Value - ETFs
Stocks Large/Blend - ETFs
Global Small/Value/Profitablity - ETFs
Stocks Large/Blend - ETFs
Stocks Core/Value/Profitability - Mutual Funds
Stocks Small/Value - ETFs
Stocks Mid/Value - ETFs
Stocks Large/Value - ETFs
Stocks - E Large/Value/Metals - ETFs and Mutual Funds
Stocks Large/Value/Profitability - ETFs
Stocks Large/Mid/Small/Value - ETFs
Stocks Blend/Value - ETFs
Stocks Blend/Value - ETFs
Stocks Blend/Value - Mutual Funds
International Tilted Small/Value/Profitability - ETFs
Sustainable Stocks Core/Value - Mutual Funds
Socially Responsible Stocks Core/Blend - Mutual Funds
Catholic Values Stocks Core/Blend - Mutual Funds
401(k) Stocks Small/Value/Profitability - Mutual Funds
Bond Funds
Bonds Short-term/Mixed - Mutual Funds
IFA Default Bonds Broad/Intermediate/Short - ETFs
Core Plus Bonds Interm/Mixed - ETFs
Global Extended Bonds Broad/Mixed - Mutual Funds
Bonds - E Short-term/Tips - ETFs and Mutual Funds
Sustainable Bonds Broad/Mixed - Mutual Funds
Social Bonds Broad/Mixed - Mutual Funds
Catholic Values Bonds Broad/Mixed - Mutual Funds
Core Bonds Broad/Short/Mixed - ETFs
Bonds Broad/Mixed - ETFs
National Muni Bonds Broad/Mixed - ETFs
US Broad/Mixed/Core - ETFs
Total Bond Market Bonds Broad/Intermediate/Short - ETFs and Mutual Funds
NY Muni Bonds Long-term/Muni - Mutual Funds
National Muni Bonds Interm/Muni - Mutual Funds
Bonds Short-term/Mixed - ETFs
CA Muni Bonds Interm/Muni - Mutual Funds
Bonds Interm/Mixed - Mutual Funds