IFA Index Portfolio 65 S2B2

Moderately Aggressive: Generally intended for investors who have at least 11 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.

S1B1, S2B2 and S3B1 refer to various IFA Index allocations of stock and bond indexes. Please contact an IFA Wealth Advisor for more details on index fund options.

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.