| |
| Index Allocations |
| Indexes* (see links) |
Allocation % |
Number of
Holdings** |
Wtd Avg Mkt Cap (in $ millions)** |
Wtd Avg
Book to
Market** |
| IFA US Large Company Index | 16 | 501 | $ 94,552.00 | 0.45 | | IFA US Large Cap Value Index | 16 | 248 | $ 40,364.00 | 0.87 | | IFA US Small Company Index | 15 | 2872 | $ 956.00 | 0.59 | | IFA US Small Cap Value Index | 15 | 1251 | $ 1,583.00 | 0.82 | | IFA Real Estate Index | 7.5 | 281 | $ 7,372.00 | 0.69 | | IFA International Value Index | 8 | 571 | $ 52,441.00 | 0.75 | | IFA International Small Company Index | 5.5 | 4651 | $ 1,356.00 | 0.64 | | IFA International Small Cap Value Index | 5.5 | 2365 | $ 1,415.00 | 1.01 | | IFA Emerging Markets Index | 3.5 | 760 | $ 31,544.00 | 0.35 | | IFA Emerging Markets Value Index | 3.5 | 1894 | $ 12,815.00 | 0.58 | | IFA Emerging Markets Small Cap Index | 4.5 | 2120 | $ 1,320.00 | 0.57 | | IFA One-Year Fixed Income Index | 0 | 89 | na | na | | IFA Two-Year Global Fixed Income Index | 0 | 62 | na | na | | IFA Five-Year Gov't Income Index | 0 | 13 | na | na | | IFA Five-Year Global Fixed Income Index | 0 | 50 | na | na | | **As of February 29, 2008. Total : | 100 | 17,514 | $28,480 | 0.68 |
| Index Portfolio
- Simulated Returns and Volatility Data* |
| Data Label | 1 Mo. ending
Oct.
2008 | YTD
ending
Oct.
2008 | 1 Yr
ending 2007 | 1 Yr
ending 2006 | 1 Yr
ending 2005 | 1 Yr
ending 2004 | 1 Yr
ending 2003 | 3 Yrs 2005- 2007 | 5 Yrs 2003- 2007 | 10 Yrs 1998- 2007 | 25 Yrs 1983- 2007 | 35 Yrs 1973- 2007 | 50 Yrs 1958- 2007 | 80 Yrs 1928- 2007 | | Growth $1 | 0.77 | 0.62 | 1.02 | 1.22 | 1.12 | 1.22 | 1.46 | 1.40 | 2.50 | 2.86 | 30.86 | 95.03 | 669.55 | 5,670 | | Return % | -22.72 | -37.87 | 2.28 | 22.44 | 11.69 | 21.98 | 46.22 | 11.83 | 20.06 | 11.09 | 14.70 | 13.90 | 13.90 | 11.41 | | Risk - SD | - | - | 11.28 | 10.01 | 10.38 | 10.92 | 13.37 | 10.49 | 11.43 | 14.59 | 13.48 | 14.36 | 14.34 | 22.19 |
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