The Directed Account Plan celebrates its 20th Anniversary as a lifelong retirement savings plan. Please take time to read the feature article in this month’s Heads Up Newsletter – 20 Years and Counting for the Directed Account Plan.
Archive for July, 2013
DAP Celebrating 20th Anniversary – Heads Up Newsletter posted
Tuesday, July 16th, 2013July 2013
Tuesday, July 2nd, 2013| Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co.Stock | Retirement Portfolio | Conserv Portfolio | Moderate Portfolio | Aggressive Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|
| 01 | 278.28 | 586.18 | 531.26 | 476.50 | 429.86 | 702.68 | 115.89 | 382.61 | 476.19 | 510.46 |
| 02 | 278.30 | 585.51 | 531.07 | 475.57 | 428.42 | 701.65 | 115.87 | 382.52 | 475.73 | 509.80 |
| 03 | 278.34 | 585.36 | 531.44 | 476.02 | 426.17 | 703.65 | 115.86 | 382.58 | 475.75 | 509.85 |
| 04 | Independence Day Holiday – Market Closed | |||||||||
| 05 | 278.40 | 591.79 | 537.11 | 481.94 | 427.40 | 714.61 | 116.08 | 384.28 | 479.10 | 514.31 |
| 08 | 278.42 | 594.93 | 539.75 | 483.45 | 428.79 | 716.67 | 116.20 | 385.09 | 480.36 | 515.89 |
| 09 | 278.43 | 599.54 | 543.91 | 486.62 | 431.49 | 723.12 | 116.38 | 386.31 | 482.70 | 519.02 |
| 10 | 278.45 | 599.32 | 544.29 | 487.73 | 433.54 | 725.16 | 116.42 | 386.35 | 483.26 | 519.88 |
| 11 | 278.47 | 606.29 | 551.66 | 494.21 | 443.63 | 732.84 | 116.79 | 388.33 | 487.67 | 525.76 |
| 12 | 278.53 | 608.16 | 553.35 | 496.85 | 441.86 | 735.41 | 116.84 | 388.87 | 488.55 | 526.78 |
| 15 | 278.55 | 609.86 | 554.49 | 497.19 | 443.26 | 739.82 | 116.91 | 389.26 | 489.42 | 528.11 |
| 16 | 278.57 | 606.60 | 552.21 | 494.17 | 443.68 | 736.94 | 116.84 | 388.54 | 488.13 | 526.52 |
| 17 | 278.58 | 608.21 | 553.91 | 495.70 | 444.55 | 738.41 | 116.91 | 389.00 | 488.98 | 527.60 |
| 18 | 278.60 | 613.41 | 556.94 | 496.70 | 446.42 | 743.30 | 117.05 | 390.10 | 490.71 | 529.92 |
| 19 | 278.66 | 614.81 | 557.68 | 498.17 | 446.58 | 743.29 | 117.10 | 390.43 | 491.24 | 530.50 |
| 22 | 278.68 | 616.07 | 558.82 | 499.24 | 449.03 | 745.44 | 117.18 | 390.77 | 492.13 | 531.74 |
| 23 | 278.70 | 615.60 | 558.06 | 496.60 | 450.43 | 745.02 | 117.18 | 390.62 | 491.71 | 531.32 |
| 24 | 278.72 | 611.88 | 555.41 | 495.21 | 450.25 | 740.19 | 117.09 | 389.79 | 490.38 | 529.52 |
| 25 | 278.73 | 614.24 | 557.67 | 497.96 | 450.42 | 749.55 | 117.17 | 390.43 | 492.02 | 531.97 |
| 26 | 278.79 | 613.40 | 557.85 | 498.43 | 447.87 | 743.55 | 117.15 | 390.39 | 491.38 | 530.68 |
| 29 | 278.81 | 610.93 | 555.58 | 495.99 | 444.66 | 738.59 | 117.05 | 389.78 | 489.75 | 528.38 |
| 30 | 278.83 | 610.70 | 556.33 | 497.13 | 445.07 | 741.23 | 117.07 | 389.87 | 490.22 | 529.10 |
| 31 | 278.85 | 612.28 | 556.52 | 496.97 | 444.98 | 743.53 | 117.10 | 390.11 | 490.57 | 529.63 |
| July Fund Performance (in percentages) | ||||||||||
| 0.21% | 5.13% | 5.47% | 5.28% | 4.55% | 7.31% | 1.20% | 2.23% | 3.62% | 4.56% | |