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Index Portfolios

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 index 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 to be used in implementing that index portfolio.

Preset Index Mixes
Stock Indexes
%
Bond Indexes
%
A.
S1
Stock Indexes
Small/Value/Profitability
B1
Bond Indexes
Short-term/Mixed
B.
S2
IFA Default Stock Indexes
Core/Value/Profitability
B2
IFA Default Bond Indexes
Broad/Intermediate/Short
C.
S3
Stock Indexes
Large/Value/Profitability
B1
Bond Indexes
Short-term/Mixed
D.
S1
Stock Indexes
Small/Value/Profitability
B2
IFA Default Bond Indexes
Broad/Intermediate/Short
E.
S12
Stock Indexes
Large/Mid/Small/Value
B1
Bond Indexes
Short-term/Mixed
F.
S21
High Profitability Stock Indexes
Small/Value/Profitability
B1
Bond Indexes
Short-term/Mixed
G.
S13
Stock Indexes
Blend/Value
B10
Total Bond Market Bond Indexes
Broad/Intermediate/Short
H.
S14
Stock Indexes
Blend/Value
B10
Total Bond Market Bond Indexes
Broad/Intermediate/Short
I.
S5
Stock Indexes
Large/Blend
B10
Total Bond Market Bond Indexes
Broad/Intermediate/Short
J.
S4
Stock Indexes
Small/Value
B9
Core Bond Indexes
Broad/Short/Mixed
K.
S15
Stock Indexes
Blend/Value
B15
Bond Indexes
Interm/Mixed
L.
S18
Catholic Values Stock Indexes
Core/Blend
B8
Catholic Values Bond Indexes
Broad/Mixed
M.
S19
401(k) Stock Indexes
Small/Value/Profitability
B1
Bond Indexes
Short-term/Mixed
Index Mixer:
Stock Indexes
%
A.
Stock Indexes
Small/Value/Profitability
S1
B.
IFA Default Stock Indexes
Core/Value/Profitability
S2
C.
Stock Indexes
Large/Value/Profitability
S3
D.
High Profitability Stock Indexes
Small/Value/Profitability
S21
E.
Stock Indexes
Small/Value
S4
F.
Stock Indexes
Large/Blend
S20
G.
Global Indexes
Small/Value/Profitablity
S22
H.
Stock Indexes
Large/Blend
S5
I.
Stock Indexes
Core/Value/Profitability
S6
J.
Stock Indexes
Small/Value
S7
K.
Stock Indexes
Mid/Value
S8
L.
Stock Indexes
Large/Value
S9
M.
Stock Indexes - E
Large/Value/Metals
S10
N.
Stock Indexes
Large/Value/Profitability
S11
O.
Stock Indexes
Large/Mid/Small/Value
S12
P.
Stock Indexes
Blend/Value
S13
Q.
Stock Indexes
Blend/Value
S14
R.
Stock Indexes
Blend/Value
S15
S.
International Tilted Indexes
Small/Value/Profitability
S23
T.
Sustainable Stock Indexes
Core/Value
S16
U.
Socially Responsible Stock Indexes
Core/Blend
S17
V.
Catholic Values Stock Indexes
Core/Blend
S18
W.
401(k) Stock Indexes
Small/Value/Profitability
S19
Bond Indexes
%
A.
Bond Indexes
Short-term/Mixed
B1
B.
IFA Default Bond Indexes
Broad/Intermediate/Short
B2
C.
Core Plus Bond Indexes
Interm/Mixed
B3
D.
Global Extended Bond Indexes
Broad/Mixed
B4
E.
Bond Indexes - E
Short-term/Tips
B5
F.
Sustainable Bond Indexes
Broad/Mixed
B6
G.
Social Bond Indexes
Broad/Mixed
B7
H.
Catholic Values Bond Indexes
Broad/Mixed
B8
I.
Core Bond Indexes
Broad/Short/Mixed
B9
J.
Bond Indexes
Broad/Mixed
B16
K.
National Muni Bond Indexes
Broad/Mixed
B17
L.
US Indexes
Broad/Mixed/Core
B18
M.
Total Bond Market Bond Indexes
Broad/Intermediate/Short
B10
N.
NY Muni Bond Indexes
Long-term/Muni
B11
O.
National Muni Bond Indexes
Interm/Muni
B12
P.
Bond Indexes
Short-term/Mixed
B13
Q.
CA Muni Bond Indexes
Interm/Muni
B14
R.
Bond Indexes
Interm/Mixed
B15

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