IFA Index
Portfolio 10

Risk Capacity Profile: Highly Conservative: Suitable for investors who have 4 years before needing approximately 20% of their investments and are comfortable with minimal risk to achieve incremental portfolio growth with an emphasis on capital preservation.

Asset Allocation:

IFA Indexes*
(Click name for definition)
Allocation (%)Number of Stocks & Bonds*Wtd Avg Mkt Cap (in $ Mill)*Wtd Avg Book to Market*
IFA US Large Company Index1.2%504$133,3320.41
IFA US Large Cap Value Index1.2%278$91,0290.68
IFA US Small Cap Index2%2,086$2,1590.50
IFA US Small Cap Value Index2%1,503$3,3130.70
IFA Global REIT Index0.5%378$14,2080.52
IFA International Value Index0.6%549$50,6760.89
IFA International Small Company Index0.6%4,103$2,0570.67
IFA International Small Cap Value Index0.6%2,193$2,4871.00
IFA Emerging Markets Index0.4%1,095$43,5910.62
IFA Emerging Markets Value Index0.4%2,204$26,2581.04
IFA Emerging Markets Small Cap Index0.5%3,230$1,5040.75
IFA One-Year Fixed Income Index22.5%N/AN/AN/A
IFA Two-Year Global Fixed Income Index22.5%N/AN/AN/A
IFA Short Term Government Index22.5%N/AN/AN/A
IFA Five-Year Global Fixed Income Index22.5%N/AN/AN/A
*As of March 31, 2015100%18,123$34,9100.65
Stocks: 10%Bonds: 90%

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Allocation

Stock to Bond
Allocation
(10% Stocks / 90% Bonds)

Portfolio Allocation

IFA Indexes*
(Click links for definition of IFA indexes)
Allocation (%)Number of Stocks & Bonds*Wtd Avg Mkt Cap (in $ Mill)*Wtd Avg Book to Market*
IFA US Large Company Index1.20504$133,3320.41
IFA US Large Cap Value Index1.20278$91,0290.68
IFA US Small Cap Index2.002,086$2,1590.5
IFA US Small Cap Value Index2.001,503$3,3130.7
IFA Global REIT Index0.50378$14,2080.52
IFA International Value Index0.60549$50,6760.89
IFA International Small Company Index0.604,103$2,0570.67
IFA International Small Cap Value Index0.602,193$2,4871
IFA Emerging Markets Index0.401,095$43,5910.62
IFA Emerging Markets Value Index0.402,204$26,2581.04
IFA Emerging Markets Small Cap Index0.503,230$1,5040.75
IFA One-Year Fixed Income Index22.50N/AN/AN/A
IFA Two-Year Global Fixed Income Index22.50N/AN/AN/A
IFA Short Term Government Index22.50N/AN/AN/A
IFA Five-Year Global Fixed Income Index22.50N/AN/AN/A
*As of Tuesday, March 31, 2015100.00%18,123$34,9100.65

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Time Diversification of NEW IFA Index Portfolio

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High-Median-Low Monthly Rolling Period Analysis IFA New Portfolios

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