Archive for July, 2019

2019 June Detailed YTD Performance

Tuesday, July 30th, 2019
 YTD 6/30/19
Stable Value Option           1.5%
BlackRock Short Term Investment           1.2%
Cash/CDs           0.7%
Invesco Managed Account           1.5%
BofA Merrill Lynch 91-Day T-Bill           1.2%
Fixed Income Fund           7.2%
Dodge & Cox Core Fund  MF           6.6%
Prudential Core Plus  CIT           8.0%
Western Asset Core  MF           7.4%
SSgA US Fixed Income Index Fund  CIT           6.3%
Barclays Universal Bond           6.5%
Diversified Inflation / Real Return Fund          11.5%
Vanguard Short TIPS  MF           3.4%
SSgA Inflation-Protected Securities  CIT           6.2%
SSgA Global REIT  CIT          14.7%
Frontier Magellan Infrastructure  MF          18.3%
SSgA Natural Resources  CIT          14.2%
SSgA Commodities  CIT           3.9%
Barclays US TIPS 0-5 Year            3.3%
Large Cap Core Stock Fund          16.0%
Macquarie Large Cap Value  CIT          11.0%
T. Rowe Price Large Cap Growth  MF          20.4%
Columbia Large Cap Contrarian  CIT          19.4%
London Company Large Cap  SA          13.9%
SSgA S&P 500 Index  CIT          18.4%
S&P 500 Index          18.5%
Small / Mid Cap Core Stock Fund          21.8%
Monarch SMID Value  CIT          15.8%
William Blair SMID Growth  MF          24.5%
Atlanta High Quality SMID Cap  MF          26.4%
Brown Small Co. Instl.  MF          28.3%
Brandes Small Cap Value  SA            5.5%
Wellington Mid Cap Core  CIT          26.0%
SSgA Russell 2500 Index Fund  CIT          19.1%
Russell 2500 Index         19.2%
International Stock Fund         14.7%
MFS International Value  MF         17.1%
Artisan Non-US Growth  CIT         19.7%
Lazard Global Managed Volatility  CIT         15.2%
Aberdeen Emerging Markets Equity  CIT         14.4%
Brandes Intl Small Cap  MF          3.6%
SSgA Global All Cap Equity ex-US Index  CIT         14.0%
MSCI ACWI ex US IMI net         13.3%
Income Fund           4.8%
Income Composite Index           4.5%
Conservative Fund           8.6%
Conservative Composite Index           7.7%
Moderate Fund          12.2%
Benchmark          11.4%
Moderate Composite Index
Aggressive Fund         13.9%
Aggressive Composite Index          13.0%


July 2019 Heads Up Newsletter

Monday, July 22nd, 2019

The Second Quarter Heads Up newsletter is posted! This issue provides education on analyzing fund performance against market benchmarks, and the risks of market timing investment strategies.  Click Here to view this newsletter.  There is an archive of all DAP newsletters under the “Knowledge Center” tab, “Heads Up Library”.