IFC Index Portfolios

Investing for Catholics' risk-appropriate index portfolios enable individuals and institutions to invest according to their own unique risk capacity as measured by a risk capacity score. Each index portfolio is implemented with risk-appropriate blends of low-cost passively managed mutual funds. The IFC Risk-Based Index Portfolios provide substantial global diversification with investments in as many as 9,000 companies in more than 40 countries throughout the world.

For detailed information on the hypothetical backtested performance data in this chart, including sources, updates and important disclosures, see ifcdisclosures.com. The construction of IFC Indexes data starts in 1928 and introduces live mutual fund data of funds that are similar to the preceding index upon the inception date of the funds and uses that monthly mutual fund data up to the current month and are defined in detail at ifcindexes.com. Hypothetical backtested performance of IFC Index Portfolios assumes annual rebalancing of the asset allocation of the component IFC Indexes. The hypothetical backtested performance of the IFC Indexes and IFC Index Portfolios was achieved with the benefit of hindsight; it does not represent actual investment strategies for the entire period; and it does not reflect the impact that economic and market factors may have had on the advisor’s decision making if the advisor were actually managing client money. The performance of index portfolios does reflect the deduction of 0.9% annual investment advisory fee, which is the maximum advisory fee charged by IFC, and mutual fund fees associated with the management of an actual portfolio over the entire period. Unless indicated otherwise, the performance of the IFC Indexes when shown individually, do reflect mutual fund fees, include reinvestment of dividends and capital gains, but do not include IFC advisory fees, transaction costs or taxes. IFC Indexes and IFC Index Portfolios were created by IFC in January 2008.

  1. The number of years represents the estimated average holding period for this portfolio.
  2. The Median Annualized Returns, Return Range, and Median Growth of $1 shown for 1, 3, and 6 month periods are not annualized.
  3. For detailed information on the hypothetical backtested performance data in this chart, including sources, updates and important disclosures, see ifcdisclosures.com. The construction of IFC Indexes data starts in 1928 and introduces live mutual fund data of funds that are similar to the preceding index upon the inception date of the funds and uses that monthly mutual fund data up to the current month and are defined in detail at ifcindexes.com. Hypothetical backtested performance of IFC Index Portfolios assumes annual rebalancing of the asset allocation of the component IFC Indexes. The hypothetical backtested performance of the IFC Indexes and IFC Index Portfolios was achieved with the benefit of hindsight; it does not represent actual investment strategies for the entire period; and it does not reflect the impact that economic and market factors may have had on the advisor’s decision making if the advisor were actually managing client money. The performance of index portfolios does reflect the deduction of 0.9% annual investment advisory fee, which is the maximum advisory fee charged by IFC, and mutual fund fees associated with the management of an actual portfolio over the entire period. Unless indicated otherwise, the performance of the IFC Indexes when shown individually, do reflect mutual fund fees, include reinvestment of dividends and capital gains, but do not include IFC advisory fees, transaction costs or taxes. IFC Indexes and IFC Index Portfolios were created by IFC in January 2008.

The Stock Funds Included in the IFC Catholic Value Index Portfolios are Screened to Exclude Companies that:

  • Earn at least 20% of their total annual revenue through the production and/or sale of conventional or nuclear weapons, their weapon systems, or critical components of these products, or the provision of weapon systems support and service.
  • Are engaged in certain for profit business activities in or with the Republic of the Sudan.
  • Earn at least 15% of their total annual revenue through the production and/or sale of tobacco or alcohol products, or key products or raw materials necessary for their production.
  • Earn at least 20% of their total annual revenue from certain gambling activities, the production of goods used exclusively for gambling, or the provision of certain services in casinos that are fundamental to gambling operations.
  • Directly participate in abortions, or develop or manufacture abortive agents or contraceptives.
  • Earn at least 15% of their total annual revenue from the rental, sale, distribution or production of pornographic materials, or the ownership or operation of adult entertainment establishments.
  • Are involved in the production or manufacture of landmines, cluster munitions, or the essential components of these products.
  • Have had major recent controversies relating to child labor infractions in the U.S. or abroad
  • Are involved in stem cell research.

For more information see Socially Responsible Investing at dimensional.com.