IRA OF AMERICA offers six risk-based, globally diversified and structured portfolios:

  • Portfolios comprised of no-load mutual funds managed by Dimensional Fund Advisors
  • Range of conservative to aggressive portfolios (suitability questionnaire determines most appropriate portfolio for each client)
  • Market performance with lower standard deviation; increased returns and decreased risk
  • Asset allocation: true diversification across a broad range of international exposures (IRA OF AMERICA portfolios invest in more than 21,000 equity positions around the world)
Fixed Income Portfolio

IRA OF AMERICA
Fixed Income Portfolio

Designed for investors with little tolerance for investment risk, whose primary objective is preservation of capital. The portfolio is allocated exclusively to fixed income funds.


Fixed Income Portfolio Fact Sheet
Fixed Income Prospectus
Performance Summary

Conservative Portfolio

IRA OF AMERICA
Conservative Portfolio

Designed for investors with little tolerance for investment risk, whose primary objectives are preservation of capital and current income, yet who also seek long-term growth. The portfolio is allocated primarily to fixed income funds.


Conservative Portfolio Fact Sheet
Fixed Income Prospectus
Equity Prospectus
Performance Summary

Balanced Portfolio

IRA OF AMERICA
Balanced Portfolio

Designed for investors with a moderate tolerance for investment risk, whose primary long-term objective is growth, yet who also seek preservation of capital, current income and/or risk management. The portfolio is allocated mostly to fixed income funds, with a moderate allocation to equity funds.


Balanced Portfolio Fact Sheet
Fixed Income Prospectus
Equity Prospectus
Performance Summary

Total Return Portfolio

IRA OF AMERICA
Total Return Portfolio

Designed for investors with a moderate tolerance for investment risk, whose primary long-term objective is growth, yet who also seek preservation of capital, current income and/or risk management. The portfolio is allocated mostly to equity funds, with a moderate allocation to fixed income funds.


Total Return Portfolio Fact Sheet
Fixed Income Prospectus
Equity Prospectus
Performance Summary

Growth Portfolio

IRA OF AMERICA
Growth Portfolio

Designed for investors with a high tolerance for investment risk, whose primary objective is aggressive growth, yet who also seek preservation of capital, current income and/or risk management. The portfolio is weighted primarily to equity funds.


Growth Portfolio Fact Sheet
Fixed Income Prospectus
Equity Prospectus
Performance Summary

Aggressive Growth Portfolio

IRA OF AMERICA
Aggressive Growth Portfolio

Designed for investors with a high tolerance for investment risk whose primary objective is aggressive growth. The portfolio is weighted exclusively to equity funds.


Agressive Growth Portfolio Fact Sheet
Equity Prospectus
Performance Summary