IFA Index
Portfolio 85

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 Index10.2%504$133,3320.41
IFA US Large Cap Value Index10.2%278$91,0290.68
IFA US Small Cap Index17%2,086$2,1590.50
IFA US Small Cap Value Index17%1,503$3,3130.70
IFA Global REIT Index4.25%378$14,2080.52
IFA International Value Index5.1%549$50,6760.89
IFA International Small Company Index5.1%4,103$2,0570.67
IFA International Small Cap Value Index5.1%2,193$2,4871.00
IFA Emerging Markets Index3.4%1,095$43,5910.62
IFA Emerging Markets Value Index3.4%2,204$26,2581.04
IFA Emerging Markets Small Cap Index4.25%3,230$1,5040.75
IFA One-Year Fixed Income Index3.75%N/AN/AN/A
IFA Two-Year Global Fixed Income Index3.75%N/AN/AN/A
IFA Short Term Government Index3.75%N/AN/AN/A
IFA Five-Year Global Fixed Income Index3.75%N/AN/AN/A
*As of March 31, 2015100%18,123$34,9100.65
Stocks: 85%Bonds: 15%

Figure 0

Allocation

Stock to Bond
Allocation
(85% Stocks / 15% 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 Index10.20504$133,3320.41
IFA US Large Cap Value Index10.20278$91,0290.68
IFA US Small Cap Index17.002,086$2,1590.5
IFA US Small Cap Value Index17.001,503$3,3130.7
IFA Global REIT Index4.25378$14,2080.52
IFA International Value Index5.10549$50,6760.89
IFA International Small Company Index5.104,103$2,0570.67
IFA International Small Cap Value Index5.102,193$2,4871
IFA Emerging Markets Index3.401,095$43,5910.62
IFA Emerging Markets Value Index3.402,204$26,2581.04
IFA Emerging Markets Small Cap Index4.253,230$1,5040.75
IFA One-Year Fixed Income Index3.75N/AN/AN/A
IFA Two-Year Global Fixed Income Index3.75N/AN/AN/A
IFA Short Term Government Index3.75N/AN/AN/A
IFA Five-Year Global Fixed Income Index3.75N/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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