Investments

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Quarterly Performance Monitoring Report PDF
The information below is intended to eliminate the guesswork of building a well-diversified portfolio appropriate for your retirement goals and ability to accept market volatility. To view a list of all of the investment options available in your plan including fees, risks, and historical returns, please login to your account. For support with this process here are step-by-step instructions. For advice on selecting a portfolio, please contact IFA. We are happy to help.

3 SIMPLE WAYS TO INVEST:

IFA Target Date Index Portfolios

IFC Target Date Index Portfolios Suitable Age Years Before Retirement Starting Allocation Blended Expense Ratio
IFC Target Date Index Portfolio 2060 Age 21 to 24 41-45 years 92% Stocks/8% Bonds 0.32%
IFC Target Date Index Portfolio 2055 Age 25 to 29 36-40 years 92% Stocks/8% Bonds 0.32%
IFC Target Date Index Portfolio 2050 Age 30 to 34 31-35 years 92% Stocks/8% Bonds 0.32%
IFC Target Date Index Portfolio 2045 Age 35 to 39 26-30 years 92% Stocks/8% Bonds 0.32%
IFC Target Date Index Portfolio 2040 Age 40 to 44 21-25 years 89% Stocks/11% Bonds 0.32%
IFC Target Date Index Portfolio 2035 Age 45 to 49 16-20 years 86% Stocks/14% Bonds 0.31%
IFC Target Date Index Portfolio 2030 Age 50 to 54 11-15 years 82% Stocks/18% Bonds 0.31%
IFC Target Date Index Portfolio 2025 Age 55 to 59 6-10 years 74% Stocks/26% Bonds 0.31%
IFC Target Date Index Portfolio 2020 Age 60 to 64 1-5 years 64% Stocks/36% Bonds 0.30%
IFC Balanced Index Portfolio Retired Retired 40% Stocks/60% Bonds 0.28%

Factsheet IFC Target Retirement Index Portfolios

IFC Target Risk Portfolios

IFC Target Retirement Portfolio Names DFA US Social Core Equity 2 (DFUEX) DFA Global Real Estate Securities I (DFGEX) DFA International Social Core Equity Institutional (DSCLX) DFA Emerging Markets Social Core Equity (DFESX) DFA Social Fixed Income (DSFIX) Total Blended Expense Ratio
IFC Conservative Portfolio 24% 4% 8% 4% 60% 100% 0.28%
IFC Moderate Portfolio 36% 6% 12% 6% 40% 100% 0.30%
IFC Aggressive Portfolio 48% 8% 16% 8% 20% 100% 0.31%

Build Your Own

(To Determine your Risk Capacity, take the survey):

Investment Options Ticker Symbol
DFA US Social Core Equity DFUEX
DFA Global Real Estate Securities I DFGEX
DFA International Social Core Equity Institutional DSCLX
DFA Emerging Markets Social Core Equity DFESX
DFA Social Fixed Income DSFIX
DFA Short-Term Government I DFFGX
Vanguard Treasury MMKT INV VUSXX