Open Account
About UsRisk Capacity surveyIndex Portfolio12-Step ProgramLibrary
  About Index Fundology  
 
 
  PORTFOLIO 80 : PURPLE
 
 

   »  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 Index18499$ 78,440.000.65
IFA US Large Cap Value Index18208$ 34,809.001.27
IFA US Small Company Index92617$ 729.001.09
IFA US Small Cap Value Index91506$ 1,152.001.37
IFA Real Estate Index9285$ 4,307.001.15
IFA International Value Index9528$ 30,044.001.17
IFA International Small Company Index4.54040$ 831.001.16
IFA International Small Cap Value Index4.52266$ 834.001.71
IFA Emerging Markets Index2.7593$ 22,123.000.66
IFA Emerging Markets Value Index2.72051$ 7,406.001.09
IFA Emerging Markets Small Cap Index3.61882$ 624.001.30
IFA One-Year Fixed Income Index2.557nana
IFA Two-Year Global Fixed Income Index2.555nana
IFA Five-Year Gov't Income Index2.513nana
IFA Five-Year Global Fixed Income Index2.572nana
**As of February 29, 2008. Total : 100 16,672 $27,267 1.11

 Index Portfolio - Simulated Returns and Volatility Data*
Data Label1 Mo. ending June 2010YTD ending June 20101 Yr ending 20091 Yr ending 20081 Yr ending 20071 Yr ending 20061 Yr ending 20053 Yrs 2007- 20095 Yrs 2005- 200910 Yrs 2000- 200920 Yrs 1990- 200935 Yrs 1975- 200950 Yrs 1960- 200982 Yrs 1928- 2009
Growth $10.96 0.95 1.34 0.63 1.02 1.21 1.10 0.87 1.16 1.77 5.14 91.86 217.88 2,813
Return %-4.44 -4.67 33.57 -36.63 2.26 20.89 10.42 -4.70 2.93 5.85 8.53 13.79 11.37 10.17
Risk - SD- - 26.37 24.25 10.22 8.39 8.83 22.72 18.45 15.93 13.93 13.64 13.58 19.69

Read More

 
Back To Top  
   

   Disclaimer  |  Site Map  |  Backtested Performance Data

Back To Home contact us open Account