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Ranking of DAP Funds by 3 Year Annualized Returns – reporting as of 9/30/2021
Ticker Fund Name 1M YTD 1YR 3YR 5YR
FGCKX Fidelity Growth Company K (Tier IV) (5.1) 15.2 32.4 28.4 29.0
FOCSX Fidelity Small Cap Growth K6 (Tier IV) (4.0) 10.9 38.0 17.2 N/A
JDMNX Janus Henderson Enterprise (Tier IV) (2.9) 10.9 33.1 16.0 17.9
CIT State Street Russell All Cap Index Fund (Tier II) (4.5) 15.1 32.0 16.0 16.8
Custom Large Cap Core Stock Fund (Tier III) (4.3) 13.9 28.6 13.8 n/a
CIT Aberdeen Emerging MarketsĀ  (Tier IV) (4.1) (1.7) 24.3 13.5 N/A
VILVX Vanguard 2060 Instl. Target Retirement (Tier I) (3.7) 10.3 25.8 12.3 12.7
VIVLX Vanguard 2055 Instl. Target Retirement (Tier I) (3.8) 10.3 25.8 12.3 12.7
VTRLX Vanguard 2050 Instl. Target Retirement (Tier I) (3.8) 10.3 25.8 12.3 12.7
VSXFX Vanguard 2065 Instl. Target Retirement (Tier I) (3.7) 10.3 25.8 12.3 n/a
VITLX Vanguard 2045 Instl. Target Retirement (Tier I) (3.7) 10.2 25.5 12.2 12.7
VIRSX Vanguard 2040 Instl. Target Retirement (Tier I) (3.5) 9.2 23.1 11.6 12.1
Custom Small/Mid Cap Core Stock Fund (Tier III) (3.9) 8.2 35.0 11.6 n/a
VITFX Vanguard 2035 Instl. Target Retirement (Tier I) (3.2) 8.1 20.7 11.1 11.3
Custom Aggressive Fund (Tier I) (3.2) 8.5 21.2 10.6 10.5
CIT Ceredex Mid Cap Value Equity (3.2) 17.6 38.4 10.6 11.7
VTTWX Vanguard 2030 Instl. Target Retirement (Tier I) (3.0) 7.1 18.4 10.5 10.5
Custom International Stock Fund (Tier III) (3.6) 6.8 21.7 10.2 9.7
CIT TS&W International Sm Cp Eq (4.3) 13.0 32.8 10.0 10.9
VRIVX Vanguard 2025 Instl.Target Retirement (Tier I) (2.7) 6.1 16.1 9.9 9.7
Custom Moderate Fund (Tier I) (2.7) 6.7 17.2 9.6 9.3
VITWX Vanguard 2020 Instl. Target Retirement (Tier I) (2.3) 5.1 13.4 9.1 8.6
CIT BPCIT LCV Fund (Tier IV) (3.4) 19.2 41.7 9.1 12.2
CIT SSgA Global All Cap Equity ex-US Index (Tier II) (3.6) 6.4 24.5 8.4 9.2
LISIX Lazard Intl Strategic Equity Instl (Tier IV) (3.8) 6.9 25.2 8.3 9.2
Custom Diversiified Inflation Real Return Fund (Tier III) (2.0) 11.3 21.4 7.8 n/a
VITVX Vanguard 2015 Istl. Target Retirement (Tier I) (1.8) 3.6 9.7 7.8 7.2
DIPSX DFA Inflation-Protected Securities (Tier IV) (0.9) 3.5 5.2 7.8 4.4
VITRX Vanguard Instl. Target Ret Income (Tier I) (1.8) 3.2 8.6 7.6 6.3
CIT SSgA US Infl-Prot Sec Index Fund (Tier II) (0.7) 3.5 5.1 7.4 4.3
Custom Conservative Fund (Tier I) (1.6) 4.4 11.1 7.2 7.0
CHYYX Columbia High Yield Bond (Tier IV) (0.1) 4.0 10.3 7.0 5.9
GSSUX Goldman Sachs Small Cap Value (Tier IV) (1.1) 18.5 55.9 6.9 9.8
BPGIX Boston Partners Global Equity Instl (Tier IV) (2.3) 16.0 41.3 6.6 8.5
Custom Fixed Income Fund (Tier III) (0.9) (1.1) 1.1 6.3 n/a
MWTSX Metropolitan West Total Return Bond (Tier IV) (0.8) (1.0) 0.3 6.2 3.6
CIT SSgA US Bond Index Fund (Tier II) (0.9) (1.6) (1.0) 5.4 2.9
CIT Lazard/Wilmington Global Mnged Vol (Tier IV) (4.2) 11.0 16.3 5.3 7.9
Custom Income Fund (Tier I) (0.7) 3.6 6.9 5.1 5.0
ANAZX AB Global Bond (Tier IV) (0.9) (0.6) 1.3 4.3 2.8
Custom Stable Value Fund (Tier III) 0.2 1.5 2.0 2.6 2.6
VMFXX Vanguard Federal Money Market Inv (Tier IV) 0.0 0.0 0.0 1.0 1.1

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