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Moderately Conservative: Suitable for investors who have 6 years before needing approximately 20% of their investments and are willing to accept a moderately conservative degree of risk to achieve portfolio growth potential.
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.
General Asset Class | Allocation | Specific Asset Class | Fund Name | Ticker | Holdings* | Weight Avg Market (millions)* | Price to Book* |
---|---|---|---|---|---|---|---|
21.00% US Social Core Equity | 21.00% | US Social Core Equity | DFA US Social Core Equity 2 | DFUEX | 2,108 | $84,474.16 | 3.24 |
3.50% Real Estate | 3.50% | Global Real Estate | DFA Global Real Estate Securities | DFGEX | 144 | $17,725.28 | 1.64 |
7.00% International | 7.00% | International Social Core | DFA International Social Core Equity | DSCLX | 4,037 | $11,270.61 | 1.39 |
3.50% Emerging Markets | 3.50% | Emerging Markets Social Core | DFA Emerging Markets Social Core Equity | DFESX | 6,154 | $11,386.19 | 1.41 |
65.00% Fixed Income | 65.00% | Social Fixed Income | DFA Social Fixed Income | DSFIX | 441 | n/a | n/a |
*Updated as of 6/2/2025 |