IFA Index
Portfolio 95

Risk Capacity Profile: Highly Aggressive: Suitable for investors who have at least 15 years before needing approximately 20% of their investments and are willing to accept a very high degree of volatility in exchange for extremely high portfolio growth potential.

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 Index11.4%504$133,3320.41
IFA US Large Cap Value Index11.4%278$91,0290.68
IFA US Small Cap Index19%2,086$2,1590.50
IFA US Small Cap Value Index19%1,503$3,3130.70
IFA Global REIT Index4.75%378$14,2080.52
IFA International Value Index5.7%549$50,6760.89
IFA International Small Company Index5.7%4,103$2,0570.67
IFA International Small Cap Value Index5.7%2,193$2,4871.00
IFA Emerging Markets Index3.8%1,095$43,5910.62
IFA Emerging Markets Value Index3.8%2,204$26,2581.04
IFA Emerging Markets Small Cap Index4.75%3,230$1,5040.75
IFA One-Year Fixed Income Index1.25%N/AN/AN/A
IFA Two-Year Global Fixed Income Index1.25%N/AN/AN/A
IFA Short Term Government Index1.25%N/AN/AN/A
IFA Five-Year Global Fixed Income Index1.25%N/AN/AN/A
*As of March 31, 2015100%18,123$34,9100.65
Stocks: 95%Bonds: 5%

Figure 0

Allocation

Stock to Bond
Allocation
(95% Stocks / 5% 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 Index11.40504$133,3320.41
IFA US Large Cap Value Index11.40278$91,0290.68
IFA US Small Cap Index19.002,086$2,1590.5
IFA US Small Cap Value Index19.001,503$3,3130.7
IFA Global REIT Index4.75378$14,2080.52
IFA International Value Index5.70549$50,6760.89
IFA International Small Company Index5.704,103$2,0570.67
IFA International Small Cap Value Index5.702,193$2,4871
IFA Emerging Markets Index3.801,095$43,5910.62
IFA Emerging Markets Value Index3.802,204$26,2581.04
IFA Emerging Markets Small Cap Index4.753,230$1,5040.75
IFA One-Year Fixed Income Index1.25N/AN/AN/A
IFA Two-Year Global Fixed Income Index1.25N/AN/AN/A
IFA Short Term Government Index1.25N/AN/AN/A
IFA Five-Year Global Fixed Income Index1.25N/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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