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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

 

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