The TRACKING INVESTMENTS tab includes performance, expenses and asset allocations. Scroll down from the tab to link to your investment options.
DAP TIERED STRUCTURED INVESTMENT MENU
The DAP investment menu is organized into four tiers:
Tier I – Asset Allocation Funds
Tier II – Index Funds
Tier III – Actively Managed Funds
Tier IV – Specialty Funds
Each Tier is described in the chart below with links to the underlying funds:
| Tier I – Asset Allocation Funds |
| For the investor who does not wish to be actively involved in the investment process. These funds offer a convenient, low-cost way to access a sophisticated diversification strategy, professional money management, and periodic rebalancing. Funds can be selected based upon either anticipated retirement date or risk preferences. |
| Vanguard Target Retirement Funds |
| DAP Target Risk Funds – Income Fund, Conservative Fund, Moderate Fund, Aggressive Fund |
| Tier II – Index Funds |
| For the investor who wants access to low-cost, passively managed index funds. These funds provide a way to access key areas of the investment market. |
| US Bond Index Fund |
| All-Cap Index Fund |
| International Stock Index Fund |
| Inflation-Protected Securities Fund |
| Tier III – Actively Managed Funds |
| For the investor who wants to access the key segments of the investment markets on an actively managed basis. These diversified, multi-manager investment funds aim to outperform their specific market benchmarks |
| Stable Value Fund |
| Fixed Income Fund |
| Diversified Inflation/Real Return Fund |
| Large Cap Core Stock Fund |
| Small/Mid Cap Core Stock Fund |
| International Stock Fund |
| Tier IV – Specialty Funds |
| For the experienced investor who wants to customize their investments. These funds allow the investor to gain access to a broader range of investment choices beyond the investments that are available in Tier I, II, or III. |
| 16 Specialty Funds |
| Self-Directed Brokerage Account |