IFA Index
Portfolio 75

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 Index9%504$133,3320.41
IFA US Large Cap Value Index9%278$91,0290.68
IFA US Small Cap Index15%2,086$2,1590.50
IFA US Small Cap Value Index15%1,503$3,3130.70
IFA Global REIT Index3.75%378$14,2080.52
IFA International Value Index4.5%549$50,6760.89
IFA International Small Company Index4.5%4,103$2,0570.67
IFA International Small Cap Value Index4.5%2,193$2,4871.00
IFA Emerging Markets Index3%1,095$43,5910.62
IFA Emerging Markets Value Index3%2,204$26,2581.04
IFA Emerging Markets Small Cap Index3.75%3,230$1,5040.75
IFA One-Year Fixed Income Index6.25%N/AN/AN/A
IFA Two-Year Global Fixed Income Index6.25%N/AN/AN/A
IFA Short Term Government Index6.25%N/AN/AN/A
IFA Five-Year Global Fixed Income Index6.25%N/AN/AN/A
*As of March 31, 2015100%18,123$34,9100.65
Stocks: 75%Bonds: 25%

Figure 0

Allocation

Stock to Bond
Allocation
(75% Stocks / 25% 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 Index9.00504$133,3320.41
IFA US Large Cap Value Index9.00278$91,0290.68
IFA US Small Cap Index15.002,086$2,1590.5
IFA US Small Cap Value Index15.001,503$3,3130.7
IFA Global REIT Index3.75378$14,2080.52
IFA International Value Index4.50549$50,6760.89
IFA International Small Company Index4.504,103$2,0570.67
IFA International Small Cap Value Index4.502,193$2,4871
IFA Emerging Markets Index3.001,095$43,5910.62
IFA Emerging Markets Value Index3.002,204$26,2581.04
IFA Emerging Markets Small Cap Index3.753,230$1,5040.75
IFA One-Year Fixed Income Index6.25N/AN/AN/A
IFA Two-Year Global Fixed Income Index6.25N/AN/AN/A
IFA Short Term Government Index6.25N/AN/AN/A
IFA Five-Year Global Fixed Income Index6.25N/AN/AN/A
*As of Tuesday, March 31, 2015100.00%18,123$34,9100.65

Figure 1



Figure 2

Figure 3



Figure 4

Time Diversification of NEW IFA Index Portfolio

Figure 5

Figure 6

Figure 7

Figure 8

Figure 9

Figure 10

High-Median-Low Monthly Rolling Period Analysis IFA New Portfolios

Figure 11

Figure 12

Figure 13

Figure 14


Figure 15

Figure 16

Figure 17