Open Account
About UsRisk Capacity surveyIndex Portfolio12-Step ProgramLibrary
  About Index Fundology  
 
 
  PORTFOLIO 20 : LIGHT TURQUOISE
 
 

   »  Indexes
   »  Taxable Accounts
   »  IRA Accounts
   »  401k Plans
   »  Tax Hybrid Accounts
   »  Top Ten Holdings
   »  Returns Matrix
   »  Fact Sheet
   »  Portfolio Simulator 

 

 
   
 
Index Allocations
Indexes* (see links) Allocation % Number of
Holdings**
Wtd Avg Mkt Cap (in $ millions)** Wtd Avg
Book to
Market**
IFA US Large Company Index6501$ 94,552.000.45
IFA US Large Cap Value Index6248$ 40,364.000.87
IFA US Small Company Index32872$ 956.000.59
IFA US Small Cap Value Index31251$ 1,583.000.82
IFA Real Estate Index3281$ 7,372.000.69
IFA International Value Index3571$ 52,441.000.75
IFA International Small Company Index1.54651$ 1,356.000.64
IFA International Small Cap Value Index1.52365$ 1,415.001.01
IFA Emerging Markets Index0.9760$ 31,544.000.35
IFA Emerging Markets Value Index0.91894$ 12,815.000.58
IFA Emerging Markets Small Cap Index1.22120$ 1,320.000.57
IFA One-Year Fixed Income Index17.589nana
IFA Two-Year Global Fixed Income Index17.562nana
IFA Five-Year Gov't Income Index17.513nana
IFA Five-Year Global Fixed Income Index17.550nana
**As of February 29, 2008. Total : 100 17,514 $34,741 0.68

 Index Portfolio - Simulated Returns and Volatility Data*
Data Label1 Mo. ending Oct. 2008YTD ending Oct. 20081 Yr ending 20071 Yr ending 20061 Yr ending 20051 Yr ending 20041 Yr ending 20033 Yrs 2005- 20075 Yrs 2003- 200710 Yrs 1998- 200725 Yrs 1983- 200735 Yrs 1973- 200750 Yrs 1958- 200780 Yrs 1928- 2007
Growth $10.95 0.89 1.04 1.09 1.04 1.07 1.14 1.18 1.44 1.80 7.95 18.76 49.77 166.39
Return %-5.29 -10.54 3.57 9.30 3.99 7.12 14.08 5.59 7.54 6.05 8.65 8.74 8.13 6.60
Risk - SD- - 3.54 2.86 2.93 4.20 4.38 3.12 3.66 4.06 4.46 5.09 5.00 6.92

Read More

 
Back To Top  
   

   Disclaimer  |  Site Map  |  Backtested Performance Data

Back To Home contact us open Account