IFA Index Portfolios

There is an intrinsic and beneficial relationship between risk, return, time and diversification. The table below describes the type of investor who would be appropriate for each of the 10 Index Portfolios available in your plan. Investors who are able to take on more equity risk have achieved higher expected returns over time. For this reason, it is important to take as much risk as your risk capacity allows. It is also important to make sure that you invest in accordance with your risk capacity, as volatility leads to higher expected long-term returns, but with higher short-term uncertainty.

(Please check with your plan sponsor to see which IFA Index Portfolios is offered in your plan)

 

To review portfolios similar to what is available in your 401(k) plan, click on one of the portfolios below.

 

 









 

 

The chart below includes 10 IFA Index Portfolios and 19 IFA indexes shown with more than 82 years of data.
Please click on the image below for the interactive chart.

(Please check with your plan sponsor to see which IFA Index Portfolios is offered in your plan)

 


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WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.)


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