The IFA Indexes
Data as of Market Close 5/16/12 |
YTD % Change |
IFA Indexes |
Value* |
3.52% |
IFA iP100 |
6,143 |
3.65% |
IFA iP90 |
4,066 |
3.35% |
IFA iP80 |
3,021 |
3.05% |
IFA iP70 |
2,129 |
2.75% |
IFA iP60 |
1,426 |
2.45% |
IFA iP50 |
909 |
2.15% |
IFA iP40 |
553 |
1.85% |
IFA iP30 |
320 |
1.55% |
IFA iP20 |
176 |
1.25% |
IFA iP10 |
93 |
0.73% |
IFA Emerging Market Value |
75,806 |
5.38% |
IFA Emerging Small Cap |
72,668 |
1.09% |
IFA Emerging Markets |
28,292 |
1.33% |
IFA International Small Cap Value |
28,404 |
1.73% |
IFA International Small Company |
18,403 |
3.76% |
IFA U.S. Small Cap Value |
20,498 |
5.35% |
IFA U.S. Small Company |
5,693 |
9.86% |
IFA Real Estate Securities |
6,011 |
3.73% |
IFA U.S. Large Value |
3,432 |
3.73% |
IFA International Value |
2,017 |
6.15% |
IFA U.S. Large Company |
1,483 |
2.11% |
IFA 5 Year Global Fixed Income |
60 |
0.50% |
IFA 2 Year Global Fixed Income |
48 |
0.72% |
IFA 5 Year Government |
58 |
0.47% |
IFA 1 Year Fixed Income |
27 |
| *Index data based on starting value of one, as of Jan 1, 1928. (Calculator). Source: ifa.com/btp & dfaus.com |
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IFA - Podcast (iTunes)
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Index Funds is a comprehensive
resource on index funds investing, promoting
a commonsense approach that seeks to maximize expected returns
at each level of risk, utilizing index portfolios.
An index fund can be defined as a mutual fund or exchange
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There are well over 1,000 index funds in the Morningstar database, leaving investors with a new questions about their
portfolios. What allocation of passive investments (index funds)
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An extensive database of index funds articles and data can be
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Advisors (DFA), Vanguard, Barclays Global, and most other index
funds.
NEW: Buy Mark Hebner's new revised, updated and condensed
5" x 7" book, with Foreword by Nobel Laureate Harry Markowitz: indexfundsbook.com
March 9, 2012 IFA.tv -Was Bill Gross Crowned Bond King Too Soon - The Role of Fixed Income - Advisor Spotlight: Gordon Shuler
March 6, 2012 An Open Letter to Jim Beard, Atlanta's CFO - Dan Solin
March 3, 2012 Surprising Investing Myths - Dan Solin
March 1, 2012 The Greater Fool Theory and Investing - Dan Solin
March 1, 2012 Are you in a 401k plan? Visit the NEW IFA 401k site: ifa401k.com
Feb 28, 2012 The Sizzle or the Steak: Exotic Market-Linked CDs - Roger Trinwith
Feb 28, 2012 Can You Pay an Active Manager to Beat the Market for You? - Jay D. Franklin
Feb 25, 2012 IFA.tv Morningstar Managers of the Year - Show 18-2 - Mark and Tom present a variety of charts showing the performance of several mutual funds managed by individuals who were Morningstar's Manager of the Year from 1991 to 2008. See the charts here.
Feb 23, 2012 Who Has the Midas Touch? By Weston Wellington
Feb 23, 2012 A Stock-Pickers Market? By Jay D. Franklin
Feb 22, 2012 A Sane Explanation for Insane Behavior by Dan Solin
Feb 21, 2012 Mark provides a voice of reason in USA Today.
Feb 19, 2012 The IFA.tv First Annual Awards Show
Feb 18, 2012 If markets are so efficient and difficult to beat, what about Peter Lynch, Bill Miller, Warren Buffett, or Sixteen Managers of the Year?
Feb 17, 2012 Invest With the Silent Minority
Feb 17, 2012 New on IFA.tv: Show 17: The Revolving Door of Fund Managers
Feb 16, 2012 Your Broker Has No Clue
Feb 15, 2012 Morningstar’s Fund Manager of the Year: A Slippery Slope
Feb 14, 2012 The End of Wall Street as We Know It - And We Feel Fine
Feb 13, 2012 An interview with Eugene Fama.
Feb 10, 2012 David Swensen Advises Index Funds
Feb 09, 2012 New on IFA.tv: Show 16: Style Drifters
Feb 07, 2012 Tough Times for American Funds
Feb 06, 2012 New on IFA.tv: Show 15: Estate Planning - Basics of Estate Planning with Leslie Daff
.................................................
What's New at IFA Archives
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| From IFA.com -
The Index Calculator |
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For independent investment advice on ETFs and
index funds and access to DFA's highly optimized institutional-style
index funds, call Index Funds Advisors toll free: 888-643-3133
or visit ifa.com.
IFA accepts no fees from investment products they recommend.
IFA advisory fees are for their independent advice, and not product-related
in anyway.
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Important
Articles You Need to READ: |
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Eugene Fama doesn't read
Barron's and readers of Barron's don't read Fama!
But the average investor would do better to read Fama than
Barron's. Fama's Market
Efficiency, Long-Term Returns, and Behavioral Finance is
usually in the top 3
downloaded academic paper at ssrn.com, where thousands of
academics publish their research on the web. Read
about Fama's Gospel, from Bloomberg.com.
|
From Fama's analysis of the "behavioral
finance" challenge to his market efficiency hypothesis, "...
the expected value of abnormal returns is zero, but chance
generates apparent anomalies that split randomly between under-reaction
and over-reaction [to market news]."
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| Characteristics,
Covariances, and Average Returns: 1929-1997 - Eugene Fama
and Kenneth French |
| The
Short Book on Investing - by Mark Hebner |
| Like
Hedge Funds? Analyze this. - Forbes Magazine |
| The
New Indexing: Eugene Fama, Jr. |
The
Probability of Success: William Bernstein |
| Engineering
and Portfolio Construction: Eugene Fama, Jr. |
Capitalism
and Index Funds: Rex Sinquefield |
| The
Small Cap Alpha Myth: Melissa Johnson |
| The
Myth of Fund Ratings: By Anonymous |
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