IFA Index
Portfolio 50

Risk Capacity Profile: Moderate: Suitable for investors who have 8 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth.

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 Index6%504$133,3320.41
IFA US Large Cap Value Index6%278$91,0290.68
IFA US Small Cap Index10%2,086$2,1590.50
IFA US Small Cap Value Index10%1,503$3,3130.70
IFA Global REIT Index2.5%378$14,2080.52
IFA International Value Index3%549$50,6760.89
IFA International Small Company Index3%4,103$2,0570.67
IFA International Small Cap Value Index3%2,193$2,4871.00
IFA Emerging Markets Index2%1,095$43,5910.62
IFA Emerging Markets Value Index2%2,204$26,2581.04
IFA Emerging Markets Small Cap Index2.5%3,230$1,5040.75
IFA One-Year Fixed Income Index12.5%N/AN/AN/A
IFA Two-Year Global Fixed Income Index12.5%N/AN/AN/A
IFA Short Term Government Index12.5%N/AN/AN/A
IFA Five-Year Global Fixed Income Index12.5%N/AN/AN/A
*As of March 31, 2015100%18,123$34,9100.65
Stocks: 50%Bonds: 50%

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Allocation

Stock to Bond
Allocation
(50% Stocks / 50% 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 Index6.00504$133,3320.41
IFA US Large Cap Value Index6.00278$91,0290.68
IFA US Small Cap Index10.002,086$2,1590.5
IFA US Small Cap Value Index10.001,503$3,3130.7
IFA Global REIT Index2.50378$14,2080.52
IFA International Value Index3.00549$50,6760.89
IFA International Small Company Index3.004,103$2,0570.67
IFA International Small Cap Value Index3.002,193$2,4871
IFA Emerging Markets Index2.001,095$43,5910.62
IFA Emerging Markets Value Index2.002,204$26,2581.04
IFA Emerging Markets Small Cap Index2.503,230$1,5040.75
IFA One-Year Fixed Income Index12.50N/AN/AN/A
IFA Two-Year Global Fixed Income Index12.50N/AN/AN/A
IFA Short Term Government Index12.50N/AN/AN/A
IFA Five-Year Global Fixed Income Index12.50N/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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