IFA Index
Portfolio 20

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 Index2.4%504$133,3320.41
IFA US Large Cap Value Index2.4%278$91,0290.68
IFA US Small Cap Index4%2,086$2,1590.50
IFA US Small Cap Value Index4%1,503$3,3130.70
IFA Global REIT Index1%378$14,2080.52
IFA International Value Index1.2%549$50,6760.89
IFA International Small Company Index1.2%4,103$2,0570.67
IFA International Small Cap Value Index1.2%2,193$2,4871.00
IFA Emerging Markets Index0.8%1,095$43,5910.62
IFA Emerging Markets Value Index0.8%2,204$26,2581.04
IFA Emerging Markets Small Cap Index1%3,230$1,5040.75
IFA One-Year Fixed Income Index20%N/AN/AN/A
IFA Two-Year Global Fixed Income Index20%N/AN/AN/A
IFA Short Term Government Index20%N/AN/AN/A
IFA Five-Year Global Fixed Income Index20%N/AN/AN/A
*As of March 31, 2015100%18,123$34,9100.65
Stocks: 20%Bonds: 80%

Figure 0

Allocation

Stock to Bond
Allocation
(20% Stocks / 80% 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 Index2.40504$133,3320.41
IFA US Large Cap Value Index2.40278$91,0290.68
IFA US Small Cap Index4.002,086$2,1590.5
IFA US Small Cap Value Index4.001,503$3,3130.7
IFA Global REIT Index1.00378$14,2080.52
IFA International Value Index1.20549$50,6760.89
IFA International Small Company Index1.204,103$2,0570.67
IFA International Small Cap Value Index1.202,193$2,4871
IFA Emerging Markets Index0.801,095$43,5910.62
IFA Emerging Markets Value Index0.802,204$26,2581.04
IFA Emerging Markets Small Cap Index1.003,230$1,5040.75
IFA One-Year Fixed Income Index20.00N/AN/AN/A
IFA Two-Year Global Fixed Income Index20.00N/AN/AN/A
IFA Short Term Government Index20.00N/AN/AN/A
IFA Five-Year Global Fixed Income Index20.00N/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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