Directed Account Plan

Directed Account Plan http://www.dapretirement.com A Lifelong Retirement Plan Fri, 03 Feb 2012 15:01:03 +0000 en hourly 1 http://wordpress.org/?v=3.0.4 Feb 2012 http://www.dapretirement.com/daily-navs/feb-2012-4/ http://www.dapretirement.com/daily-navs/feb-2012-4/#comments Thu, 02 Feb 2012 14:49:19 +0000 kkowalik http://www.dapretirement.com/?p=8355 Stable Value Value Stock Equity Index Growth Stock Intl. Stock Div. Small Co.Stock Retirement Portfolio Conserv Portfolio Moderate Portfolio Aggressive Portfolio 01 267.22 455.15 422.84 384.45 390.96 544.35 107.53 338.42 406.86 425.70 02 267.24 455.34 423.60 385.71 393.46 546.62 107.60 338.59 407.65 426.86 03 06 07 08 09 10 13 14 15 16 17 20 Market Closed – President’s Day 21 22 23 24 27 28 29 February Fund Performance (in percentages) ]]> http://www.dapretirement.com/daily-navs/feb-2012-4/feed/ 0 2012 December Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-december-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-december-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:52:44 +0000 msilberberg http://www.dapretirement.com/?p=8176 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-december-detailed-year-to-date-performance/feed/ 0 2012 November Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-november-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-november-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:52:30 +0000 msilberberg http://www.dapretirement.com/?p=8174 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-november-detailed-year-to-date-performance/feed/ 0 2012 October Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-october-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-october-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:51:52 +0000 msilberberg http://www.dapretirement.com/?p=8171 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-october-detailed-year-to-date-performance/feed/ 0 2012 September Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-september-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-september-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:51:37 +0000 msilberberg http://www.dapretirement.com/?p=8169 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-september-detailed-year-to-date-performance/feed/ 0 2012 August Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-august-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-august-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:51:19 +0000 msilberberg http://www.dapretirement.com/?p=8167 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-august-detailed-year-to-date-performance/feed/ 0 2012 July Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-july-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-july-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:50:53 +0000 msilberberg http://www.dapretirement.com/?p=8165 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-july-detailed-year-to-date-performance/feed/ 0 2012 June Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-june-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-june-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:46:22 +0000 msilberberg http://www.dapretirement.com/?p=8159 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-june-detailed-year-to-date-performance/feed/ 0 2012 May Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-may-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-may-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:45:53 +0000 msilberberg http://www.dapretirement.com/?p=8157 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-may-detailed-year-to-date-performance/feed/ 0 2012 April Detailed Year-to-Date Performance http://www.dapretirement.com/detailed-ytd/2012-april-detailed-year-to-date-performance/ http://www.dapretirement.com/detailed-ytd/2012-april-detailed-year-to-date-performance/#comments Wed, 18 Jan 2012 16:45:22 +0000 msilberberg http://www.dapretirement.com/?p=8155 Fixed Income Large Cap Value Large Cap Growth Foreign Small Company Portfolio Morningstar Averages for the Universe n/a % % % % n/a Stable Value Option % Wellington Core % PRIMCO GIC % Cash % BlackRock Instl. Money Market Fund % Benchmark BC 1-3 yr. Govt./Treas. % Equity Index Option (BlackRock US Equity Index) % Benchmark Russell 3000 % Value Stock Option % JP Morgan Equity Income % Sequoia % Goldman Sachs Mid Value Instl. % Neuberger Berman Partners % T. Rowe Price Value % BlackRock Value Index % Benchmark Russell Price Driven (1000 Value) % Growth Stock Option % Turner Mid Cap Growth % Marsico Focus % Wellington Mid Cap Opportunities % Primecap Odyssey Growth % T. Rowe Price Growth Stock % BlackRock Growth Index % Benchmark Russell Earnings Growth (1000 Growth) % International Stock Option % Amer Cent-20th Cent. Int’l Discovery % Amer Cent-20th Cent. Int’l Growth % Templeton Instl. Foreign % Thornburg Intl Value R5 % Marsico Intl Opp % Dimensional Emerging Markets Value % Royce International Value % TCW International Small Cap n/a BlackRock Eafe Index % Benchmark MSCI EAFE Net Dividend % Diversified Small Company Stock Option % Royce Opportunity % Dimensional U.S. Micro Cap Portfolio % Third Avenue Sm Cap Value % Buffalo Small Cap % Brown Capital Mgmt. Small. Co. Instl. % Lockwell Small Cap % BlackRock Small Company Index % Benchmark Russell 2000 Total % Retirement Model Portfolio % Benchmark Retirement Composite Index % Conservative Model Portfolio % Benchmark Conservative Composite Index % Moderate Model Portfolio % Benchmark Moderate Composite Index % Aggressive Model Portfolio % Benchmark Aggressive Composite Index % ]]> http://www.dapretirement.com/detailed-ytd/2012-april-detailed-year-to-date-performance/feed/ 0