Page 117 - DCAC February 2024 Files
P. 117
4
Fund Pages 6 7 7 3
Table of Returns 4 8 1 2
Scorecard 5 2 3 1
Importance of Quarterly Materials
Plan Summary 3 1 2 6 © 2024 Innovest Portfolio Solutions, LLC
Fee Review 2 6 6 5
(1 = most important)
Topics & Trends 8 5 8 8
Plan Timeline 7 3 4 7
Capital Markets Summary 1 4 5 4
