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IFA Index Portfolio 100 IFA Index Portfolio 35

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.

IFC Catholic Value Index Portfolio 35 Allocation

General Asset ClassAllocationSpecific Asset ClassFund NameTickerHoldings*Weight Avg Market (millions)*Price to Book*
21.00% US Social Core Equity21.00%US Social Core EquityDFA US Social Core Equity 2DFUEX2,108$84,474.163.24
3.50% Real Estate3.50%Global Real EstateDFA Global Real Estate SecuritiesDFGEX144$17,725.281.64
7.00% International7.00%International Social CoreDFA International Social Core EquityDSCLX4,037$11,270.611.39
3.50% Emerging Markets3.50%Emerging Markets Social CoreDFA Emerging Markets Social Core EquityDFESX6,154$11,386.191.41
65.00% Fixed Income65.00%Social Fixed IncomeDFA Social Fixed IncomeDSFIX441n/an/a
*Updated as of 6/2/2025

Explanation of IFC Catholic Value Index Portfolios

The Stock and Bond Funds Included in the IFC Index Portfolios are Screened to Exclude Companies that:

  • directly participate in abortions, or develop or manufacture abortive agents or contraceptives
  • are involved in the production or manufacture of landmines, cluster munitions, or the essential components of these products
  • are involved in the production or manufacture of civilian firearms
  • earn at least 10% of their total annual revenue through the production and/or sale of conventional or nuclear weapons, their weapon systems, or critical components of these products, or the provision of weapon systems support and service
  • have had major recent child labor controversies in their own operations or supply chain
  • are involved in stem cell research
  • are involved with private prisons and/or immigrant detention facilities
  • have high carbon or greenhouse gas emissions or reserves that may produce those emissions
  • have meaningful exposure to coal.
  • are engaged in business activities in or with the Republic of the Sudan that are tied to, or support, its military or government, the oil, mineral or power sectors, or that otherwise demonstrate complicity in genocide in Sudan
  • earn at least 10% of their total annual revenue through the production and/or sale of tobacco, alcohol, or cannabis products, or key products or raw materials necessary for their production
  • earn at least 10% of their total annual revenue from certain gambling activities, the production of goods used exclusively for gambling, or the provision of certain services in casinos that are fundamental to gambling operations
  • earn at least 10% of their total annual revenue from the rental, sale, distribution or production of pornographic materials, or the ownership or operation of adult entertainment establishments