Directed Account Plan
A Lifelong Retirement Plan.
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DAP Enhancements
DAP Tiered Structure
Tier I – Target Retirement Funds
Annual Performance
Annual Performance
Annual Performance
Annual Performance
Annual Performance
Comparison to Benchmark
Comparison to Benchmark
Comparison to Benchmark
Comparison to Benchmark
Comparison to Benchmark
Tier I – Target Risk
Tier II – Index Funds
Tier III – Actively Managed Funds
Tier IV – Specialty Funds
Tier IV – Self-Directed Brokerage
Tracking Investments
Monthly Performance
Detailed YTD Performance
Daily NAVs – Vanguard Target Retirement Funds
Daily NAVS – Target Risk Funds
Daily NAVs – Index Funds
Daily NAVS – Actively Managed Funds
Resources & Planning
PLAN EXPENSE OVERVIEW
Tier I – Vanguard Target Retirement Funds
Tier I – Target Risk Funds
Tier II – Index Funds
Tier III – Actively Managed Funds
Tier IV – Specialty Funds
Growth of $10,000
Ranking of Funds by 3YR Rtn
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