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
MENU
Home
Risk CapacitySurvey
Wealth Management
Retirement Plans
Institutional
Taxes
Financial Calculators ▾
Open an Account
Connect with an Advisor
IFA App
Videos ▾
Articles
Charts
Investor Education ▾
IndexPortfolios ▾
FundOptions
Resources▾
About Us ▾
Store
GaltonBoard
Petition
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Returns Matrix
Top Ten Holdings
Index Calculator
Capitalism, Inc.
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.
IFA Diversified Index Managers Portfolio 35 Allocation
| General Asset Class | Allocation | Specific Asset Class | Fund Name | Ticker | Holdings* | Weight Avg Market (millions)* | Price to Book* |
|---|---|---|---|---|---|---|---|
22.40% United States Equities | 4.20% | US Large Cap | Schwab S&P 500 | SWPPX | 503 | $315,655.01 | 4.41 |
| 4.20% | US Large Value | Vanguard Value Index I | VIVIX | 353 | $115,810.40 | 2.66 | |
| 7.00% | US Small Value | Vanguard Small Cap Index I | VSCIX | 1,425 | $6,464.89 | 2.32 | |
| 7.00% | US Small Value | DFA US Small Cap Value | DFSVX | 1,037 | $3,001.30 | 0.99 | |
1.75% Global Real Estate | 1.75% | Global Real Estate | DFA Global Real Estate Securities | DFGEX | 144 | $17,725.28 | 1.64 |
6.30% International Equities | 2.10% | International Value | Schwab Fdmtl Intl Lg Co Idx | SFNNX | 945 | $37,965.27 | 1.11 |
| 2.10% | International Small Cap Value | Schwab Fdmtl Intl Sm Co Idx | SFILX | 1,740 | $2,782.49 | 1.05 | |
| 2.10% | International Small Cap Value | DFA International Small Cap Value | DISVX | 1,860 | $2,040.89 | 0.86 | |
4.55% Emerging Markets Equities | 1.40% | Emerging Markets Value | Schwab Fdmtl Emerg Mkts Lg Co Idx | SFENX | 385 | $41,781.04 | 0.97 |
| 1.40% | Emerging Markets Value | DFA Emerging Markets Value | DFEVX | 3,418 | $13,235.44 | 0.91 | |
| 1.75% | Emerging Markets Small Cap | DFA Emerging Markets Small Cap | DEMSX | 4,364 | $1,454.63 | 1.27 | |
65.00% Global Fixed Income | 21.53% | Investment Grade Fixed Income | Vanguard Total Bond Market Index I | VBTIX | 17,666 | n/a | n/a |
| 21.53% | Short Term Gov Fixed Income | Vanguard Short-Term Treasury I | VFIRX | 188 | n/a | n/a | |
| 10.97% | Five Year Fixed Income | DFA Five-Year Global Fixed Income | DFGBX | 344 | n/a | n/a | |
| 10.97% | Two Year Fixed Income | DFA Two-Year Global Fixed Income | DFGFX | 272 | n/a | n/a | |
| *Updated as of 6/2/2025 | |||||||
HomeTaxesAbout Us
888-643-3133
Contact Us
Newsletter Subscribe
eMoney
IFA Apps
Index Funds Book on Kindle
Index Funds Audiobook
Careers
Facebook
X
LinkedIn
InstagramVideos
YoutubeGlossary
TermsDisclosuresIndex DescriptionsForm CRS 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.
© 1999-2025 Index Fund Advisors, Inc. All Rights Reserved | 19200 Von Karman Ave. Suite 150 Irvine, CA 92612 | 888-643-3133