Open Account
About UsRisk Capacity surveyIndex Portfolio12-Step ProgramLibrary
  About Index Fundology  
 
 
  PORTFOLIO 45 : TEAL
 
 

   »  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 Index11501$ 94,552.000.45
IFA US Large Cap Value Index11248$ 40,364.000.87
IFA US Small Company Index5.52872$ 956.000.59
IFA US Small Cap Value Index5.51251$ 1,583.000.82
IFA Real Estate Index5.5281$ 7,372.000.69
IFA International Value Index5.5571$ 52,441.000.75
IFA International Small Company Index2.754651$ 1,356.000.64
IFA International Small Cap Value Index2.752365$ 1,415.001.01
IFA Emerging Markets Index1.65760$ 31,544.000.35
IFA Emerging Markets Value Index1.651894$ 12,815.000.58
IFA Emerging Markets Small Cap Index2.22120$ 1,320.000.57
IFA One-Year Fixed Income Index11.2589nana
IFA Two-Year Global Fixed Income Index11.2562nana
IFA Five-Year Gov't Income Index11.2513nana
IFA Five-Year Global Fixed Income Index11.2550nana
**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 $10.89 0.80 1.03 1.14 1.07 1.12 1.25 1.25 1.76 2.12 13.08 33.89 130.19 704.62
Return %-10.90 -20.43 3.02 14.13 6.68 12.28 24.66 7.85 11.92 7.83 10.83 10.59 10.23 8.54
Risk - SD- - 6.37 5.21 5.33 6.33 7.18 5.64 6.22 7.54 7.48 8.08 8.00 11.97

Read More

 
Back To Top  
   

   Disclaimer  |  Site Map  |  Backtested Performance Data

Back To Home contact us open Account