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Capitalism, Inc.
Moderately Aggressive: Suitable for investors who have 9 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 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.
Implementations
IFA SVP Global Extended Fixed Income Portfolio 55 Allocation
Equity Allocation: 55%
| Manager | Region | % | Size | % | Style | % | Fund Name | % | Ticker | Hldgs* | Weighted Avg Market (M)* | Price to Book* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | US | 35.20% | Large | 13.20% | Blend | 6.60% | Schwab S&P 500 | 6.60% | SWPPX | 503 | $405,485.67 | 4.89 | ||||||
 | Value | 6.60% | DFA US Large Cap Value | 6.60% | DFLVX | 330 | $93,678.11 | 2.25 | ||||||||||
| Small | 11.00% | Value | 11.00% | DFA US Small Cap Value | 11.00% | DFSVX | 1,054 | $3,333.08 | 1.08 | |||||||||
| Micro | 11.00% | Blend | 11.00% | DFA US Micro Cap Portfolio | 11.00% | DFSCX | 1,765 | $2,100.53 | 1.63 | |||||||||
| Global | 2.75% | Large | 2.75% | Real Estate | 2.75% | DFA Global Real Estate Securities | 2.75% | DFGEX | 143 | $17,612.51 | 1.65 | |||||||
| International | 9.90% | Large | 3.30% | Value | 3.30% | DFA International Value | 3.30% | DFIVX | 520 | $39,217.89 | 1.10 | |||||||
| Small | 6.60% | Blend | 3.30% | DFA International Small Company | 3.30% | DFISX | 4,013 | $2,348.92 | 1.33 | |||||||||
| Value | 3.30% | DFA International Small Cap Value | 3.30% | DISVX | 1,857 | $2,330.20 | 0.93 | |||||||||||
| Emerging Markets | 7.15% | Large | 4.40% | Blend | 2.20% | DFA Emerging Markets | 2.20% | DFEMX | 2,137 | $37,795.76 | 1.75 | |||||||
| Value | 2.20% | DFA Emerging Markets Value | 2.20% | DFEVX | 3,411 | $14,326.65 | 0.97 | |||||||||||
| Small | 2.75% | Blend | 2.75% | DFA Emerging Markets Small Cap | 2.75% | DEMSX | 4,480 | $1,565.24 | 1.32 |
Fixed Income Allocation: 45%
| Manager | Region | % | Maturity | % | Security Type | % | Fund Name | % | Ticker | Hldgs* | Weighted Duration* | Weighted Maturity* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global | 22.50% | Broad | 22.50% | Mixed | 22.50% | DFA Global Core Plus Fixed Income Instl | 22.50% | DGCFX | 673 | n/a | n/a | ||||||
| US | 22.50% | Broad | 22.50% | Mixed | 22.50% | DFA Investment Grade I | 22.50% | DFAPX | 806 | n/a | n/a |
*Updated as of 9/2/2025
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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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