|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Performance of
Other Managers |
|
March
31, 2006 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
CORE EQUITY |
|
|
|
Atlanta
Capital Management Company - High Quality Growth Plus |
3.96 |
3.96 |
12.14 |
8.34 |
14.88 |
1.97 |
|
Eagle
Asset Management Inc. - Conservative Large Cap Equity |
4.66 |
4.66 |
7.40 |
10.49 |
18.99 |
7.10 |
|
Freedom
Capital Management, LLC - Core Equity - Style Management |
3.48 |
3.48 |
11.71 |
8.93 |
16.67 |
2.77 |
|
ICC
Capital Management, Inc. - Core Value |
|
5.75 |
5.75 |
14.03 |
11.29 |
21.96 |
7.29 |
|
INVESCO
- Structured Core Equity |
|
6.66 |
6.66 |
16.98 |
12.43 |
18.58 |
5.80 |
|
Madison
Investment Advisors Inc. - Core Equity |
|
4.52 |
4.52 |
5.92 |
5.92 |
14.23 |
4.03 |
|
RhumbLine
Advisers - Russell 1000 Index Fund |
|
4.45 |
4.45 |
13.09 |
10.08 |
18.28 |
4.77 |
|
RhumbLine
Advisers - S&P 500 Index Fund |
|
4.25 |
4.25 |
11.75 |
9.17 |
17.17 |
4.08 |
|
State
Street Global Advisors - Large Cap Core Matrix |
|
3.71 |
3.71 |
13.80 |
10.91 |
17.28 |
6.71 |
|
Weiss,
Peck & Greer - Large Cap Disciplined Equity |
|
4.50 |
4.50 |
13.24 |
10.42 |
18.70 |
5.68 |
|
Russell
1000 |
|
4.49 |
4.49 |
13.19 |
10.18 |
18.30 |
4.74 |
|
S&P 500 |
|
4.21 |
4.21 |
11.73 |
9.18 |
17.22 |
3.97 |
|
Dow
Jones Wilshire 5000 (Full Cap) |
|
5.53 |
5.53 |
14.95 |
10.97 |
19.73 |
5.99 |
|
GROWTH EQUITY |
|
Allegiant
Asset Management Company - Large Capitalization Growth Equity |
3.17 |
3.17 |
14.27 |
8.83 |
16.15 |
5.54 |
|
Davis,
Hamilton, Jackson & Associates, L. P. - Quality Growth |
2.41 |
2.41 |
10.36 |
6.88 |
12.14 |
2.21 |
|
Eagle
Asset Management Inc. - Institutional Growth |
|
2.75 |
2.75 |
15.45 |
4.29 |
12.21 |
0.44 |
|
Freedom
Capital Management, LLC - Pure Growth Equity |
|
2.61 |
2.61 |
10.33 |
5.00 |
11.12 |
-0.70 |
|
GLOBALT
Investments - Concentrated Growth |
|
2.89 |
2.89 |
15.13 |
7.29 |
18.89 |
0.98 |
|
ICC
Capital Management, Inc. - Large Cap Growth Equity |
|
5.13 |
5.13 |
14.56 |
5.76 |
20.13 |
2.00 |
|
Intrepid
Capital Management, Inc. - Intrepid C.A.T. |
|
0.76 |
0.76 |
-1.00 |
3.71 |
11.04 |
4.86 |
|
Montag
& Caldwell, Inc. - Large Cap Growth |
|
2.66 |
2.66 |
10.90 |
6.13 |
10.94 |
1.76 |
|
Northern
Trust Global Investment Services - Northern Trust Lg Cap Growth |
4.53 |
4.53 |
12.96 |
7.79 |
12.18 |
1.29 |
|
OakBrook
Investments, LLC - OakBrook Select Equity |
|
4.16 |
4.16 |
0.48 |
2.40 |
13.84 |
8.03 |
|
RhumbLine
Advisers - Russell 1000 Growth Index Fund |
|
3.17 |
3.17 |
13.20 |
7.01 |
14.81 |
1.80 |
|
Sawgrass
Asset Management LLC - Large Cap Growth Equity |
4.77 |
4.77 |
14.25 |
9.88 |
15.87 |
5.63 |
|
State
Street Global Advisors - Large Cap Growth |
|
3.18 |
3.18 |
13.46 |
9.26 |
15.94 |
3.44 |
|
|
Russell
1000 Growth |
|
3.09 |
3.09 |
13.14 |
6.99 |
14.80 |
1.66 |
|
|
S&P
500/Citigroup Growth |
|
2.61 |
2.61 |
8.18 |
6.13 |
12.60 |
2.71 |
|
|
|
|
|
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
6.59 |
8.62 |
15.28 |
11.54 |
17.81 |
7.35 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
2.79 |
6.10 |
11.38 |
7.71 |
12.84 |
2.72 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
12.13 |
13.71 |
25.17 |
19.49 |
26.32 |
n/a |
|
Buckhead
Equities(Fiscal Year) |
|
|
|
|
4.25 |
7.34 |
9.04 |
8.68 |
n/a |
n/a |
|
|
|
|
|
ASSET CONSULTING GROUP,
INC. |
|
|
Formerly a division of
Gabriel, Roeder, Smith, & Co. |
|
Page 23 |
|
Performance of
Other Managers |
|
March 31, 2006 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
VALUE EQUITY |
|
BlackRock,
Inc. - Large Cap Value Equity |
|
|
|
Buckhead
Capital Management - Value Equity - Low P/E |
|
4.30 |
4.30 |
8.94 |
8.54 |
19.66 |
8.65 |
|
Crawford
Investment Counsel, Inc. - Value Equity |
|
4.46 |
4.46 |
5.10 |
5.45 |
13.95 |
5.55 |
|
DePrince,
Race and Zollo Inc. - Large Cap Value Equity |
|
6.23 |
6.23 |
11.93 |
12.01 |
23.58 |
12.45 |
|
Eagle
Asset Management Inc. - Value -
Institutional |
|
4.73 |
4.73 |
14.14 |
15.03 |
21.49 |
7.82 |
|
Freedom
Capital Management, LLC - Lg Cap Value-Core Value Composite |
4.51 |
4.51 |
15.84 |
15.95 |
24.11 |
7.69 |
|
ICC
Capital Management, Inc. - Core Value |
|
5.75 |
5.75 |
14.03 |
11.29 |
21.96 |
7.29 |
|
INVESCO
- Large Cap Value Equity |
|
3.76 |
3.76 |
9.89 |
8.86 |
18.04 |
3.98 |
|
Loomis,
Sayles & Company, L.P. - Large Cap Value |
|
7.41 |
7.41 |
21.07 |
17.04 |
24.40 |
8.64 |
|
Missouri
Valley Partners - Large Cap Value |
|
3.33 |
3.33 |
8.62 |
7.49 |
18.27 |
6.26 |
|
Oppenheimer
Capital - Large Cap Value |
|
4.54 |
4.54 |
13.00 |
10.85 |
20.19 |
3.16 |
|
RhumbLine
Advisers - Russell 1000 Value Index Fund |
|
5.92 |
5.92 |
13.28 |
13.19 |
21.66 |
7.81 |
|
State
Street Global Advisors - Large Cap Value |
|
5.32 |
5.32 |
15.59 |
13.01 |
21.09 |
9.19 |
|
The
Boston Company Asset Management, LLC - Large Cap Value Equity |
4.55 |
4.55 |
12.07 |
10.36 |
18.86 |
4.69 |
|
Trusco
Capital Management, Inc. - Large Cap Value Equity |
|
8.17 |
8.17 |
12.80 |
12.63 |
21.03 |
7.99 |
|
Westwood
Management Corporation - LargeCap Equity |
|
6.64 |
6.64 |
19.77 |
17.84 |
22.69 |
7.21 |
|
Russell
1000 Value |
|
5.93 |
5.93 |
13.31 |
13.24 |
21.77 |
7.79 |
|
S&P
500/Citigroup Value |
|
5.87 |
5.87 |
15.38 |
12.27 |
22.02 |
5.12 |
|
MID-CAP EQUITY |
|
Amalgamated
Bank - LongView 400 MidCap Index Fund |
|
7.65 |
7.65 |
21.66 |
15.85 |
25.93 |
12.72 |
|
Batterymarch
Financial Management, Inc. - US Mid Cap S&P 400 |
|
|
Chicago
Equity Partners, LLC - Mid Cap Core Equity |
|
6.34 |
6.34 |
18.60 |
15.51 |
26.43 |
14.03 |
|
OakBrook
Investments, LLC - Enhanced MidCap Strategy |
|
8.14 |
8.14 |
23.98 |
17.46 |
27.36 |
|
|
RhumbLine
Advisers - S&P 400 Index Fund |
|
7.52 |
7.52 |
21.79 |
16.04 |
26.08 |
12.87 |
|
State
Street Global Advisors - Mid-Cap Strategy |
|
6.47 |
6.47 |
22.07 |
18.57 |
28.59 |
15.43 |
|
Weiss,
Peck & Greer - Mid Cap Disciplined Equity |
|
6.82 |
6.82 |
26.35 |
21.56 |
31.54 |
17.07 |
|
Russell
Midcap |
|
7.62 |
7.62 |
21.54 |
17.73 |
27.87 |
12.53 |
|
S&P
Midcap 400 |
|
7.63 |
7.63 |
21.62 |
15.89 |
26.04 |
12.75 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
6.59 |
8.62 |
15.28 |
11.54 |
17.81 |
7.35 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
2.79 |
6.10 |
11.38 |
7.71 |
12.84 |
2.72 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
12.13 |
13.71 |
25.17 |
19.49 |
26.32 |
n/a |
|
Buckhead
Equities(Fiscal Year) |
|
|
|
|
4.25 |
7.34 |
9.04 |
8.68 |
n/a |
n/a |
|
|
|
|
|
|
|
ASSET CONSULTING GROUP,
INC. |
|
|
Formerly a division of
Gabriel, Roeder, Smith, & Co. |
|
Page 24 |
|
|
|
|
Performance of
Other Managers |
|
March 31, 2006 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
ALL CAP EQUITY |
|
Advanced
Investment Partners - AllCap - Gross Size |
|
4.89 |
4.89 |
20.32 |
13.41 |
19.32 |
6.00 |
|
Allegiant
Investment Counselors - All Cap - Gross Size |
|
3.24 |
3.24 |
13.25 |
9.41 |
20.53 |
4.73 |
|
Batterymarch
Financial Mgmt, Inc. - US All Cap Core Equity - Gross Size |
|
|
Diamond
Hill Capital Management, Inc. - Diamond Hill Select Equity - Gross Size |
3.78 |
3.78 |
20.25 |
21.96 |
33.75 |
14.74 |
|
Intrepid
Capital Management, Inc. - Intrepid Multi-Cap Equity - Gross Size |
3.12 |
3.12 |
5.64 |
8.32 |
17.57 |
10.88 |
|
Oak
Ridge Investments - All-Cap - Gross Size |
|
4.40 |
4.40 |
23.72 |
15.47 |
22.06 |
8.84 |
|
Oppenheimer
Capital - All Cap Equity - Gross Size |
|
7.06 |
7.06 |
15.72 |
16.02 |
24.60 |
10.94 |
|
Russell
3000 |
|
5.32 |
5.32 |
14.28 |
10.63 |
19.14 |
5.33 |
|
SMALL CAP EQUITY |
|
Atlanta
Capital Management Company - High Quality Small Cap |
10.38 |
10.38 |
19.90 |
16.16 |
24.15 |
14.53 |
|
Eagle
Asset Management Inc. - Small Cap Core - Institutional |
11.94 |
11.94 |
24.90 |
19.28 |
26.11 |
16.49 |
|
GW
Capital, Inc. - Small Cap Value Equity |
|
6.11 |
6.11 |
20.64 |
30.36 |
40.94 |
25.59 |
|
Intrepid
Capital Management, Inc. - Intrepid Small Cap |
|
1.52 |
1.52 |
5.79 |
7.87 |
14.55 |
12.99 |
|
Kayne
Anderson Rudnick Investment Management LLC - Small Cap |
11.37 |
11.37 |
23.51 |
18.26 |
27.70 |
14.32 |
|
RhumbLine
Advisers - S&P 600 Pooled Fund |
|
13.19 |
13.19 |
24.32 |
18.66 |
|
|
Sawgrass
Asset Management LLC - Small Cap Growth Equity |
11.46 |
11.46 |
16.37 |
14.33 |
24.00 |
2.89 |
|
State
Street Global Advisors - Small Cap Growth Opportunities |
11.92 |
11.92 |
15.94 |
7.83 |
23.87 |
7.26 |
|
Trusco
Capital Management, Inc. - Small Cap Growth |
|
13.10 |
13.10 |
28.95 |
16.47 |
30.48 |
13.02 |
|
Wellington
Management Company, LLP - Small Cap 2000 (Closed) |
12.53 |
12.53 |
28.29 |
17.07 |
30.26 |
14.58 |
|
Russell
2000 |
|
13.93 |
13.93 |
25.84 |
15.18 |
29.53 |
12.59 |
|
S&P
SmallCap 600 |
|
12.84 |
12.84 |
24.07 |
18.45 |
29.97 |
15.02 |
|
REAL ESTATE |
|
American Realty Adv -
Core Equity Real Estate |
|
|
|
ASB
Capital Management Inc - EB Real Estate Fund |
|
5.36 |
5.36 |
22.01 |
17.63 |
16.25 |
12.27 |
|
ING
Clarion Partners - Lion Properties Fund |
|
4.89 |
4.89 |
19.24 |
17.09 |
14.56 |
11.62 |
|
JP
Morgan Inv Mgmt - Strategic Property Fund |
|
3.83 |
3.83 |
20.89 |
19.62 |
16.72 |
12.29 |
|
Principal
Global - Real Estate Core Property |
|
2.95 |
2.95 |
19.64 |
17.00 |
14.21 |
11.39 |
|
Pru
Real Estate Inv - PRISA II (Prudential Property Inv Separate 2) |
2.99 |
2.99 |
22.78 |
23.60 |
18.80 |
14.95 |
|
RREEF
- RREEF America II |
|
3.71 |
3.71 |
18.27 |
16.36 |
14.14 |
12.04 |
|
NCREIF |
|
3.62 |
3.62 |
20.19 |
17.84 |
15.07 |
11.68 |
|
INTERNATIONAL
EQUITY |
|
ICC
Capital Management, Inc. - International ADR Equity |
|
9.14 |
9.14 |
16.43 |
12.00 |
24.25 |
7.04 |
|
Oppenheimer
Capital - International Equity |
|
12.24 |
12.24 |
29.49 |
21.10 |
29.24 |
13.05 |
|
State
Street Global Advisors - International Index (EAFE) |
|
9.41 |
9.41 |
26.76 |
20.16 |
31.53 |
9.94 |
|
MSCI
EAFE |
|
9.47 |
9.47 |
24.94 |
20.12 |
31.66 |
10.04 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
6.59 |
8.62 |
15.28 |
11.54 |
17.81 |
7.35 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
2.79 |
6.10 |
11.38 |
7.71 |
12.84 |
2.72 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
12.13 |
13.71 |
25.17 |
19.49 |
26.32 |
n/a |
|
Buckhead
Equities(Fiscal Year) |
|
|
|
|
4.25 |
7.34 |
9.04 |
8.68 |
n/a |
n/a |
|
|
|
|
|
|
|
ASSET CONSULTING GROUP,
INC. |
|
|
Formerly a division of
Gabriel, Roeder, Smith, & Co. |
|
Page 25 |
|
|
Performance of
Other Managers |
|
March 31, 2006 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
CORE FIXED INCOME |
|
Atlanta
Capital Management Company - High Quality Broad Market |
-0.47 |
-0.47 |
4.74 |
3.38 |
3.61 |
5.27 |
|
Eagle
Asset Management Inc. - Core Fixed Income - Institutional |
-0.60 |
-0.60 |
2.67 |
1.57 |
2.66 |
4.65 |
|
Freedom
Capital Management, LLC - Core Fixed Income-Aggregate |
-0.69 |
-0.69 |
1.98 |
1.60 |
2.76 |
4.52 |
|
Freedom
Capital Management, LLC - Core Fixed Income-Gov't/Credit |
-1.02 |
-1.02 |
1.83 |
1.17 |
2.68 |
4.52 |
|
Galliard
Capital Management, Inc. - Broad Market Core Composite |
-0.55 |
-0.55 |
2.68 |
2.30 |
4.01 |
5.92 |
|
ICC
Capital Management, Inc. - Core Fixed Income |
|
-0.34 |
-0.34 |
2.73 |
1.96 |
2.51 |
4.71 |
|
INVESCO
- Diversified Return Core Fixed Income |
|
-0.41 |
-0.41 |
2.74 |
2.30 |
3.53 |
5.64 |
|
Oppenheimer
Capital - Fixed Income |
|
-0.67 |
-0.67 |
2.64 |
1.78 |
3.06 |
5.09 |
|
Rockwood
Capital Advisors - Strategic Duration |
|
-0.41 |
-0.41 |
2.06 |
1.58 |
2.19 |
4.10 |
|
Sawgrass
Asset Management LLC - Core Fixed Income |
|
-0.39 |
-0.39 |
2.58 |
2.02 |
3.08 |
5.34 |
|
State
Street Global Advisors - Bond Market Fund |
|
-0.65 |
-0.65 |
-0.52 |
0.43 |
2.18 |
4.65 |
|
Westwood
Management Corporation - Fixed Income |
|
-0.39 |
-0.39 |
2.69 |
1.74 |
2.62 |
5.01 |
|
Lehman
Aggregate Bond |
|
-0.64 |
-0.64 |
2.26 |
1.71 |
2.92 |
5.11 |
|
Lehman
Gov/Credit Bond |
|
-1.01 |
-1.01 |
2.00 |
1.20 |
2.83 |
5.22 |
|
INTERMEDIATE
FIXED INCOME |
|
Colony
Capital Management - Domestic Fixed |
|
0.52 |
0.52 |
2.80 |
1.11 |
1.59 |
3.92 |
|
Davis,
Hamilton, Jackson & Associates, L. P. - Intermediate Fixed Income |
-0.32 |
-0.32 |
2.48 |
1.77 |
2.80 |
5.03 |
|
Eagle
Asset Management Inc. - Intermediate Conservative-Institutional |
-0.07 |
-0.07 |
2.31 |
1.15 |
2.10 |
4.37 |
|
Sawgrass
Asset Management LLC - Intermediate Fixed Income |
-0.07 |
-0.07 |
2.49 |
1.30 |
2.27 |
4.68 |
|
State
Street Global Advisors - Intermediate Bond Fund |
|
-0.22 |
-0.22 |
2.23 |
1.06 |
2.56 |
4.76 |
|
Lehman
Gov/Credit-Intermediate |
|
-0.39 |
-0.39 |
2.07 |
0.86 |
2.32 |
4.71 |
|
|
Your
Fixed Income(Fiscal Year) |
|
|
|
|
-0.46 |
-0.03 |
2.05 |
1.35 |
3.08 |
5.37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP,
INC. |
|
|
Formerly a division of
Gabriel, Roeder, Smith, & Co. |
|
Page 26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|