Page 116 - DCAC February 2024 Files
P. 116
Importance of Quarterly Materials
Fee Fund Table of Scorecard Plan Pages Returns Summary Review 6 4 5 3 2 7 8 2 1 6 7 1 3 2 6 3 2 1 6 5 4 © 2024 Innovest Portfolio Solutions, LLC
(1 = most important)
Topics & Trends 8 5 8 8
Plan Timeline 7 3 4 7
Capital Markets Summary 1 4 5 4
