MyPlanIQ Major Brokerage Investor Index Funds Advisors (IFA) DFA Funds

Index Funds Advisors (IFA) DFA Funds

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
DIVERSIFIED EMERGING MKTS DEMSX DFA Emerging Markets Small Cap I
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
Global Real Estate DFITX DFA Intl Real Estate Securities I
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Intl Small Cap Value I
Foreign Small/Mid Value DFISX DFA Intl Small Company I
Foreign Large Value DFIVX DFA Intl Value I
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I
WORLD BOND DFGFX DFA Two-Year Global Fixed-Income I
WORLD BOND DFGBX DFA Five-Year Global Fixed-Income I
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
DIVERSIFIED EMERGING MKTS DEMSX DFA Emerging Markets Small Cap I
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
DIVERSIFIED EMERGING MKTS DFESX DFA Emerging Markets Social Core Equity
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
Global Real Estate DFITX DFA Intl Real Estate Securities I
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Intl Small Cap Value I
Foreign Small/Mid Value DFISX DFA Intl Small Company I
Foreign Large Value DFIVX DFA Intl Value I
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I
WORLD BOND DFGFX DFA Two-Year Global Fixed-Income I
WORLD BOND DFGBX DFA Five-Year Global Fixed-Income I
SHORT GOVERNMENT DFFGX DFA Five-Year Government I
US EQUITY
SMALL BLEND DFSCX DFA US Micro Cap I
LARGE BLEND DFUSX DFA US Large Company
SMALL VALUE DFFVX DFA US Targeted Value I
LARGE VALUE DFLVX DFA US Large Cap Value I
SMALL BLEND DFSTX DFA US Small Cap I
MID-CAP VALUE DFUEX DFA U.S. Social Core Equity 2
Total Available Funds: 19
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I 96% 3 60 0 0.44% 4.53%
DIVERSIFIED EMERGING MKTS DEMSX DFA Emerging Markets Small Cap I 95% 3 60 0 0.59% 3%
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I 91% 3 60 0 0.61% 3.43%
DIVERSIFIED EMERGING MKTS DFESX DFA Emerging Markets Social Core Equity 76% 3 60 0 0.7% 3.3%
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities 79% 3 60 0 0.22% 3.4%
Global Real Estate DFITX DFA Intl Real Estate Securities I 78% 3 60 0 0.27% 5.17%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Intl Small Cap Value I 100% 3 60 0 0.43% 3.75%
Foreign Small/Mid Value DFISX DFA Intl Small Company I 100% 3 60 0 0.39% 3.03%
Foreign Large Value DFIVX DFA Intl Value I 80% 3 60 0 0.52% 4.52%
FIXED INCOME
ULTRASHORT BOND DFIHX DFA One-Year Fixed-Income I 97% 3 60 0 0.12% 3.37%
WORLD BOND DFGFX DFA Two-Year Global Fixed-Income I 95% 3 60 0 0.16% 3.19%
WORLD BOND DFGBX DFA Five-Year Global Fixed-Income I 89% 3 60 0 0.2% 3.61%
SHORT GOVERNMENT DFFGX DFA Five-Year Government I 65% 3 60 0 0.17% 3.54%
US EQUITY
SMALL BLEND DFSCX DFA US Micro Cap I 99% 3 60 0 0.41% 1.02%
LARGE BLEND DFUSX DFA US Large Company 80% 3 60 0 0.08% 1.23%
SMALL VALUE DFFVX DFA US Targeted Value I 79% 3 60 0 0.29% 1.43%
LARGE VALUE DFLVX DFA US Large Cap Value I 77% 3 60 0 0.21% 3.7%
SMALL BLEND DFSTX DFA US Small Cap I 72% 3 60 0 0.27% 1.12%
MID-CAP VALUE DFUEX DFA U.S. Social Core Equity 2 62% 3 60 0 0.21% 1.8%
Average Expense Ratio: 0.33%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.6% 11.3% 3.2% 5.7% 4.1% 6.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 19 funds. It covers 5 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Emerging Market Equity and Fixed Income.

Index Funds Advisors (IFA) has a comprehensive DFA (Dimensional Funds Advisors) fund based model portfolios. 

This plan uses the list of recommended index funds (mostly DFA funds) in their model portfolios. 



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