Home

Schedule a Meeting

Risk Capacity Survey

FinPlan Surveys

Wealth Management

Retirement Plans

Institutional

Financial Calculators

CALCULATORS

Randomness Calculator

IFA Index Calculator

Retirement Calculator

Target Date Calculator

Retirement Income

College Planning

T-Statistic Calculator

401(k) Calculator

Net Worth

Net Income

Roth IRA Conversion

Fee Calculator

Multi Funds Calculator

Private Equity Calculator

Venture Capital True Return Calculator

ETF & Mutual Fund Luck vs. Skill Analyzer

Surviving Spouse IRA

Open an Account IFA App

About Us

ABOUT US

Overview Value of IFA Wealth Advisors Client Service Specialists Management Taxes Department Financial Planning Department Investment Principles Our Fiduciary Role Fees Careers

Contact

Videos

VIDEOS

Video Library

Documentary Films:

Tune Out the Noise

Index Funds: The Movie

Investing: The EvidenceVideo Series:Pioneers of Probability The Academic Papers that Changed InvestingInterviews & Presentations:David Booth Mark Hebner Eugene Fama Kenneth French Harry Markowitz Gerard O'Reilly Scott Bosworth Apollo Lupescu

Articles

Charts

Investor Education

INVESTOR EDUCATION

Introduction

Step 1: Active Investors

Step 2: Nobel Laureates

Step 3: Stock Pickers

Step 4: Time Pickers

Step 5: Manager Pickers

Step 6: Style Drifters

Step 7: Silent Partners

Step 8: Riskese

Step 9: History

Step 10: Risk Capacity

Step 11: Risk Exposure

Step 12: Invest and Relax

Appendix

Index Portfolios

INDEX PORTFOLIOS

IFA Index Portfolio 100

IFA Index Portfolio 95

IFA Index Portfolio 90

IFA Index Portfolio 85

IFA Index Portfolio 80

IFA Index Portfolio 75

IFA Index Portfolio 70

IFA Index Portfolio 65

IFA Index Portfolio 60

IFA Index Portfolio 55

IFA Index Portfolio 50

IFA Index Portfolio 45

IFA Index Portfolio 40

IFA Index Portfolio 35

IFA Index Portfolio 30

IFA Index Portfolio 25

IFA Index Portfolio 20

IFA Index Portfolio 15

IFA Index Portfolio 10

IFA Index Portfolio 5

Sustainable Portfolios

Portfolio Overview

Risk & Return

Matching People with Portfolios

Fund Portfolios

Resources

RESOURCES

Estate Planning Attorneys

Senior Care Advisors

Index Funds Book

IFA Art Gallery

Book Library

Academic Papers

Quotes

Mobile App

Icon Library

Petition

Store

Galton Board

GALTON BOARD

Models Proficiency Test STEM^TM Videos Photos Articles Bell Curves

MarketCoins^®

MARKETCOINS^®

MarketCoins^®Coin Flipper Pascal's Triangle

Taxes

Back-testing Disclosures

Time-Series Descriptions

Index Descriptions Fund Descriptions

Glossary

Form CRS

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

Stock Indexes
Small/Value/Profitability

Bond Indexes
Short-term/Mixed

IFA Default Stock Indexes
Core/Value/Profitability

IFA Default Bond Indexes
Broad/Intermediate/Short

Stock Indexes
Large/Value/Profitability

Bond Indexes
Short-term/Mixed

Stock Indexes
Small/Value/Profitability

IFA Default Bond Indexes
Broad/Intermediate/Short

S12

Stock Indexes
Large/Mid/Small/Value

Bond Indexes
Short-term/Mixed

S21

High Profitability Stock Indexes
Small/Value/Profitability

Bond Indexes
Short-term/Mixed

S13

Stock Indexes
Blend/Value

B10

Total Bond Market Bond Indexes
Broad/Mixed

S14

Stock Indexes
Blend/Value

B10

Total Bond Market Bond Indexes
Broad/Mixed

Stock Indexes
Small/Value

B10

Total Bond Market Bond Indexes
Broad/Mixed

Stock Indexes
Small/Value

Core Bond Indexes
Broad/Short/Mixed

S15

Stock Indexes
Blend/Value

B15

Bond Indexes
Interm/Mixed

S18

Catholic Values Stock Indexes
Core/Blend

Catholic Values Bond Indexes
Broad/Mixed

S19

401(k) Stock Indexes
Small/Value/Profitability

Bond Indexes
Short-term/Mixed

Index Mixer:

Stock Indexes

Stock Indexes
Small/Value/Profitability

IFA Default Stock Indexes
Core/Value/Profitability

Stock Indexes
Large/Value/Profitability

High Profitability Stock Indexes
Small/Value/Profitability

S21

Stock Indexes
Small/Value

Stock Indexes
Large/Blend

S20

Global Indexes
Small/Value/Profitablity

S22

Stock Indexes
Small/Value

Stock Indexes
Core/Value/Profitability

Stock Indexes
Small/Value

Stock Indexes
Mid/Value

Stock Indexes
Large/Value

Stock Indexes - E
Large/Value/Metals

S10

Stock Indexes
Large/Value/Profitability

S11

Stock Indexes
Large/Mid/Small/Value

S12

Stock Indexes
Blend/Value

S13

Stock Indexes
Blend/Value

S14

Stock Indexes
Blend/Value

S15

International Tilted Indexes
Small/Value/Profitability

S23

Sustainable Stock Indexes
Core/Value

S16

Socially Responsible Stock Indexes
Core/Blend

S17

Catholic Values Stock Indexes
Core/Blend

S18

401(k) Stock Indexes
Small/Value/Profitability

S19

Bond Indexes

Bond Indexes
Short-term/Mixed

IFA Default Bond Indexes
Broad/Intermediate/Short

Core Plus Bond Indexes
Interm/Mixed

Global Extended Bond Indexes
Broad/Mixed

Bond Indexes - E
Short-term/Tips

Sustainable Bond Indexes
Broad/Mixed

Social Bond Indexes
Broad/Mixed

Catholic Values Bond Indexes
Broad/Mixed

Core Bond Indexes
Broad/Short/Mixed

Bond Indexes
Broad/Mixed

B16

National Muni Bond Indexes
Broad/Mixed

B17

US Indexes
Broad/Mixed/Core

B18

Total Bond Market Bond Indexes
Broad/Mixed

B10

NY Muni Bond Indexes
Long-term/Muni

B11

National Muni Bond Indexes
Interm/Muni

B12

Bond Indexes
Short-term/Mixed

B13

CA Muni Bond Indexes
Interm/Muni

B14

Bond Indexes
Interm/Mixed

B15

Discuss Your Index Portfolio Options with an IFA Wealth Advisor:

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

First Name:

Last Name:

Email:

Phone:

If you are already working with an advisor, select their name:

State:

Location is required unless working with an IFA Wealth Advisor.

First name is required
Last name is required

Newsletter Subscribe

eMoney

IFA Apps

Index Funds Book on Kindle

Index Funds Audiobook

Careers

Facebook

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.