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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.
IFA SVP Global Extended Fixed Income 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 | DFA US Large Cap Value | DFLVX | 327 | $85,428.53 | 2.07 | |
| 7.00% | US Small Cap | DFA US Micro Cap Portfolio | DFSCX | 1,688 | $1,918.73 | 1.52 | |
| 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 | DFA International Value | DFIVX | 516 | $36,466.96 | 1.06 |
| 2.10% | International Small Cap | DFA International Small Company | DFISX | 4,027 | $1,982.46 | 1.22 | |
| 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 Blend | DFA Emerging Markets | DFEMX | 2,240 | $32,852.36 | 1.64 |
| 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 | 32.50% | Investment Grade Fixed Income | DFA Investment Grade I | DFAPX | 806 | n/a | n/a |
| 32.50% | Global Core Fixed Income | DFA Global Core Plus Fixed Income Instl | DGCFX | 681 | n/a | n/a | |
| *Updated as of 6/2/2025 | |||||||
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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.
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