The DAP Plan Overview is posted!
This DAP Plan Overview presentation can be opened with this link DAP Plan Overview
and is also posted under the Knowledge Center Tab. The presentation covers investment education topics such as:
| YTD 7/31/20 | ||
| Stable Value Option | 1.6% | |
| Invesco Govt. Agency Port MM | 0.4% | |
| Invesco Managed Account | 1.6% | |
| Benchmark | ||
| BofA Merrill Lynch 91-Day T-Bill | 0.6% | |
| Fixed Income Fund | 7.4% | |
| Dodge & Cox Core Fund | MF | 7.4% |
| Prudential Core Plus | CIT | 7.2% |
| Western Asset Core | MF | 7.9% |
| SSgA US Fixed Income Index Fund | CIT | 7.8% |
| Benchmark | ||
| Barclays Universal Bond | 7.0% | |
| Diversified Inflation / Real Return Fund | -6.7% | |
| Vanguard Short TIPS | MF | 2.6% |
| SSgA Inflation-Protected Securities | CIT | 8.3% |
| SSgA Global REIT | CIT | -18.3% |
| Frontier Magellan Infrastructure | MF | -6.3% |
| SSgA Natural Resources | CIT | -12.7% |
| SSgA Commodities | CIT | -9.8% |
| Benchmark | ||
| Barclays US TIPS 0-5 Year | 2.7% | |
| Large Cap Core Stock Fund | 0.9% | |
| Macquarie Large Cap Value | CIT | -13.4% |
| T. Rowe Price Large Cap Growth | MF | 16.5% |
| Columbia Large Cap Contrarian | CIT | 3.9% |
| Touchstone Large Cap Instl | MF | -3.4% |
| SSgA S&P 500 Index | CIT | 2.4% |
| Benchmark | ||
| S&P 500 Index | 2.4% | |
| Small / Mid Cap Core Stock Fund | -3.4% | |
| TS&W Collective Investment Trust | CIT | -20.7% |
| William Blair SMID Growth | MF | 5.4% |
| Atlanta High Quality SMID Cap | MF | -8.2% |
| Brown Small Co. Instl. | MF | 21.2% |
| Segall Bryant & Hamill Small Cap Value Fund | SA | -16.7% |
| Wellington Mid Cap Core | CIT | 0.5% |
| SSgA Russell 2500 Index Fund | CIT | -0.4% |
| Benchmark | ||
| Russell 2500 Index | -7.5% | |
| International Stock Fund | -2.7% | |
| MFS International Value | MF | 6.8% |
| Artisan Non-US Growth | CIT | -2.1% |
| Lazard Global Managed Volatility | CIT | -10.1% |
| Aberdeen Emerging Markets Equity | CIT | -0.2% |
| TS&W International Small Cap | CIT | -12.7% |
| SSgA Global All Cap Equity ex-US Index | CIT | -7.1% |
| Benchmark | ||
| MSCI ACWI ex US IMI net | -7.2% | |
| Income Fund | 1.8% | |
| Benchmark | ||
| Income Composite Index | 0.4% | |
| Conservative Fund | 2.0% | |
| Benchmark | ||
| Conservative Composite Index | 1.2% | |
| Moderate Fund | 0.8% | |
| Benchmark | 0.6% | |
| Moderate Composite Index | ||
| Aggressive Fund | -0.4% | |
| Benchmark | ||
| Aggressive Composite Index | -0.4% | |
| Index Funds | ||
| SSgA U.S. Bond Index Fund | CIT | 7.9% |
| Benchmark | ||
| Blmbg. Barc. U.S. Aggregate | 7.7% | |
| SSgA U.S. Inflation Protected Bond Index | CIT | 8.3% |
| Benchmark | ||
| Blmbg. Barc. U.S. TIPS | 8.4% | |
| State Street Russell All Cap Index | CIT | 2.0% |
| Benchmark | ||
| Russell 3000E Index | 2.0% | |
| SSgA Global All Cap Equity ex US Index | CIT | -7.1% |
| Benchmark | ||
| MSCI AC World ex USA IMI (Net) | -7.2% | |
| Specialty Options | ||
| Vanguard Federal Money Market Fund | MF | 0.4% |
| Benchmark | ||
| ICE BofAML 3 Month U.S. T-Bill | 0.6% | |
| Metropolitan West Total Return Bond Fund | MF | 8.3% |
| Benchmark | ||
| Blmbg. Barc. U.S. Aggregate | 7.7% | |
| DFA Inflation-Protected Securities | MF | 8.7% |
| Benchmark | ||
| Blmbg. Barc. U.S. TIPS | 8.4% | |
| Columbia High Yield Bond Y | MF | 0.7% |
| Benchmark | ||
| ICE BofA Merrill Lynch High Yield Master | -0.2% | |
| AB Global Bond Fund Z | MF | 3.2% |
| Benchmark | ||
| Blmbg. Barc. Global Aggregate Index (Hedged) | 5.0% | |
| Boston Partners Large Cap Value | CIT | -14.0% |
| Benchmark | ||
| Russell 1000 Value Index | -12.9% | |
| Fidelity Growth Company Fund K | MF | 34.1% |
| Benchmark | ||
| Russell 3000 Growth Index | 17.1% | |
| Ceredex Mid Cap Vale Equity | CIT | -16.9% |
| Benchmark | ||
| Russell Midcap Value Index | -14.2% | |
| Janus Henderson Enterprise N | MF | -1.1% |
| Benchmark | ||
| Russell Midcap Growth Index | 12.5% | |
| Goldman Sachs Small Cap Value R6 | MF | -22.9% |
| Benchmark | ||
| Russell 2000 Value Index | -21.9% | |
| Fidelity Small Cap Growth Fund K6 | MF | 34.1% |
| Benchmark | ||
| Russell 2000 Growth Index | 0.3% | |
| Lazard Global Managed Volatility | CIT | -10.1% |
| Benchmark | ||
| MSCI World (Net) | -1.3% | |
| Boston Partners Global Equity Fund Inst | MF | -15.6% |
| Benchmark | ||
| MSCI World (Net) | -1.3% | |
| Lazard Intl Strategic Equity Portfolio Inst | MF | -8.1% |
| Benchmark | ||
| MSCI EAFE (Net) | -9.3% | |
| TS&W International Small Cap | CIT | -12.7% |
| Benchmark | ||
| S&P Developed Ex-U.S. Small Cap | -8.0% | |
| Aberdeen Emerging Markets | CIT | -0.2% |
| Benchmark | ||
| MSCI Emerging Markets (Net) | -1.7% |