|
|
|
|
|
|
|
|
|
|
|
|
|
|
Performance of
Other Managers |
|
December
31, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
CORE EQUITY |
|
Eagle
Asset Management Inc. - Conservative Large Cap Equity |
|
1.79 |
1.09 |
1.09 |
8.05 |
15.17 |
3.99 |
|
ICC
Capital Management, Inc. - Core Value |
|
1.96 |
7.00 |
7.00 |
9.40 |
16.73 |
4.99 |
|
INVESCO
- Structured Core Equity |
|
|
|
RhumbLine
Advisers - Russell 1000 Index Fund |
|
2.13 |
6.20 |
6.20 |
8.72 |
15.42 |
1.12 |
|
RhumbLine
Advisers - S&P 500 Index Fund |
|
2.13 |
4.92 |
4.92 |
7.83 |
14.33 |
0.68 |
|
State
Street Global Advisors - Large Cap Core Matrix |
|
2.46 |
8.24 |
8.24 |
10.03 |
15.42 |
3.27 |
|
Weiss,
Peck & Greer - Large Cap Disciplined Equity |
|
|
|
Russell
1000 |
|
2.12 |
6.26 |
6.26 |
8.80 |
15.42 |
1.07 |
|
S&P 500 |
|
2.09 |
4.91 |
4.91 |
7.86 |
14.39 |
0.55 |
|
Dow
Jones Wilshire 5000 (Full Cap) |
|
2.32 |
6.32 |
6.32 |
9.43 |
16.38 |
2.13 |
|
GROWTH EQUITY |
|
Allegiant
Asset Management Company - Large Capitalization Growth Equity |
|
|
Atlanta
Capital Management Company - High Quality Growth Plus |
2.30 |
5.70 |
5.70 |
5.67 |
11.99 |
-1.96 |
|
Colony
Capital Management - Domestic Equity |
|
2.60 |
3.76 |
3.76 |
8.34 |
14.61 |
-0.98 |
|
Davis,
Hamilton, Jackson & Associates, L. P. - Quality Growth |
|
3.07 |
4.81 |
4.81 |
5.27 |
10.47 |
-1.75 |
|
Deutsche
Asset Management - Large Cap Core Growth Equity |
|
2.15 |
9.46 |
9.46 |
8.89 |
14.71 |
0.13 |
|
Eagle
Asset Management Inc. - Institutional Growth |
|
4.99 |
5.92 |
5.92 |
2.49 |
10.56 |
-3.72 |
|
Freedom
Capital Management, LLC - Core Growth Equity |
|
1.29 |
5.43 |
5.43 |
4.70 |
11.76 |
-3.45 |
|
Freedom
Capital Management, LLC - Pure Growth Equity |
|
0.38 |
4.23 |
4.23 |
2.53 |
9.66 |
-4.66 |
|
GLOBALT
Investments - Large Cap Opportunistic Growth |
|
2.64 |
5.28 |
5.28 |
8.15 |
15.27 |
-2.16 |
|
ICC
Capital Management, Inc. - Large Cap Growth Equity |
|
3.49 |
2.91 |
2.91 |
5.26 |
17.79 |
-1.41 |
|
ING
Investment Management Americas - ING Large Cap Growth S & P 500 |
5.02 |
11.57 |
11.57 |
10.78 |
16.64 |
-0.45 |
|
Intrepid
Capital Management, Inc. - Intrepid C.A.T. |
|
-0.06 |
-2.15 |
-2.15 |
5.61 |
10.49 |
2.25 |
|
Northern
Trust Global Investment Services - Northern Trust Large Cap Growth |
|
|
OakBrook
Investments, LLC - OakBrook Select Equity |
|
0.01 |
-5.01 |
-5.01 |
2.57 |
10.43 |
5.78 |
|
PEA
Capital LLC - Large Cap Growth |
|
4.68 |
2.78 |
2.78 |
6.23 |
12.59 |
-5.08 |
|
RhumbLine
Advisers - Russell 1000 Growth Index Fund |
|
2.98 |
5.22 |
5.22 |
5.75 |
13.21 |
-3.37 |
|
Roxbury
Capital Management, LLC - Large Cap - Gross |
|
|
|
Sawgrass
Asset Management LLC - Large Cap Growth Equity |
|
2.15 |
8.15 |
8.15 |
7.64 |
13.88 |
3.59 |
|
State
Street Global Advisors - Large Cap Growth |
|
2.36 |
8.07 |
8.07 |
8.11 |
15.10 |
-2.65 |
|
Russell
1000 Growth |
|
2.98 |
5.26 |
5.26 |
5.78 |
13.23 |
-3.59 |
|
S&P
500/Barra Growth |
|
1.44 |
3.46 |
3.46 |
4.79 |
11.33 |
-1.65 |
|
|
|
|
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
1.91 |
1.91 |
7.98 |
8.56 |
15.04 |
3.10 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
3.22 |
3.22 |
5.18 |
5.92 |
11.19 |
-0.84 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
1.41 |
1.41 |
8.08 |
15.00 |
n/a |
n/a |
|
Buckhead
Equities(Fiscal Year) |
|
|
|
|
2.96 |
2.96 |
5.18 |
8.52 |
n/a |
n/a |
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 22 |
|
Performance of
Other Managers |
|
December 31, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
VALUE EQUITY |
|
Buckhead
Capital Management - Value Equity - Low P/E |
|
2.98 |
4.94 |
4.94 |
8.44 |
16.36 |
7.50 |
|
Crawford
Investment Counsel - Value Equity |
|
4.02 |
-2.50 |
-2.50 |
5.48 |
10.53 |
3.70 |
|
DePrince,
Race and Zollo Inc. - Large Cap Value Equity |
|
5.07 |
4.53 |
4.53 |
9.48 |
16.90 |
10.89 |
|
Eagle
Asset Management Inc. - Value -
Institutional |
|
-0.13 |
10.78 |
10.78 |
13.89 |
17.75 |
5.63 |
|
Freedom
Capital Management, LLC - Lg Cap Value-Core Value Composite |
2.04 |
10.54 |
10.54 |
14.91 |
20.42 |
5.78 |
|
HGK
Asset Management, Inc. - Large Cap Value Equity |
|
2.25 |
10.98 |
10.98 |
12.78 |
19.92 |
6.53 |
|
ICC
Capital Management, Inc. - Core Value |
|
1.96 |
7.00 |
7.00 |
9.40 |
16.73 |
4.99 |
|
INVESCO
- Large Cap Value Equity |
|
|
|
Oppenheimer
Capital - All Cap Value Equity |
|
4.69 |
9.73 |
9.73 |
12.50 |
18.61 |
6.00 |
|
RhumbLine
Advisers - Russell 1000 Value Index Fund |
|
1.29 |
7.06 |
7.06 |
11.63 |
17.40 |
5.30 |
|
State
Street Global Advisors - Large Cap Value |
|
2.25 |
9.85 |
9.85 |
12.38 |
17.45 |
6.84 |
|
Westwood
Management Corporation - REIT Portfolio |
|
1.53 |
11.97 |
11.97 |
19.52 |
24.74 |
18.04 |
|
Russell
1000 Value |
|
1.26 |
7.05 |
7.05 |
11.67 |
17.48 |
5.28 |
|
S&P
500/Barra Value |
|
2.70 |
6.33 |
6.33 |
10.92 |
17.48 |
2.53 |
|
MID-CAP EQUITY |
|
GLOBALT
Investments - Mid Cap Growth |
|
|
|
HGK
Asset Management, Inc. - Mid Cap Value Equity |
|
0.93 |
8.77 |
8.77 |
12.61 |
22.53 |
15.19 |
|
RhumbLine
Advisers - S&P 400 Index Fund |
|
3.45 |
12.87 |
12.87 |
14.69 |
21.22 |
8.76 |
|
Roxbury
Capital Management, LLC - Small to Medium Capitalization Equity |
|
|
State
Street Global Advisors - Mid-Cap Strategy |
|
1.73 |
14.66 |
14.66 |
18.39 |
25.93 |
10.83 |
|
Russell
Midcap |
|
2.35 |
12.65 |
12.65 |
16.37 |
23.79 |
8.45 |
|
S&P
Midcap 400 |
|
3.34 |
12.55 |
12.55 |
14.50 |
21.15 |
8.60 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
1.91 |
1.91 |
7.98 |
8.56 |
15.04 |
3.10 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
3.22 |
3.22 |
5.18 |
5.92 |
11.19 |
-0.84 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
1.41 |
1.41 |
8.08 |
15.00 |
n/a |
n/a |
|
Buckhead
Equities(Fiscal Year) |
|
|
|
|
2.96 |
2.96 |
5.18 |
8.52 |
n/a |
n/a |
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 23 |
|
|
|
|
Performance of
Other Managers |
|
December 31, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
ALL CAP EQUITY |
|
Diamond
Hill Capital Management, Inc. - Diamond Hill All Cap Concentrated Eq |
2.80 |
19.79 |
19.79 |
23.18 |
27.90 |
14.61 |
|
Intrepid
Capital Management, Inc. - Intrepid Multi-Cap Equity - Gross Size |
0.68 |
4.11 |
4.11 |
9.27 |
13.03 |
9.72 |
|
Markston
International, LLC - Markston All Cap - Gross Size |
|
2.89 |
13.24 |
13.24 |
17.33 |
26.74 |
11.47 |
|
Russell
3000 |
|
2.04 |
6.12 |
6.12 |
8.99 |
15.90 |
1.58 |
|
SMALL CAP EQUITY |
|
Atlanta
Capital Management Company - High Quality Small Cap |
-0.50 |
6.16 |
6.16 |
12.99 |
17.71 |
11.00 |
|
Eagle
Asset Management Inc. - Small Cap Core - Institutional |
|
1.39 |
8.02 |
8.02 |
14.80 |
20.44 |
13.07 |
|
Eagle
Asset Management Inc. - Small Cap Growth - Institutional |
0.95 |
3.63 |
3.63 |
11.63 |
21.33 |
9.60 |
|
Sawgrass
Asset Management LLC - Small Cap Growth Equity |
|
-1.16 |
3.20 |
3.20 |
9.25 |
17.54 |
-2.51 |
|
State
Street Global Advisors - Small Cap Growth Opportunities |
|
-1.52 |
-4.19 |
-4.19 |
3.74 |
16.76 |
-0.15 |
|
Wellington
Management Company, LLP - Small Cap 2000 (Closed) |
1.56 |
9.44 |
9.44 |
15.14 |
22.68 |
10.61 |
|
Russell
2000 |
|
1.14 |
4.55 |
4.55 |
11.23 |
22.13 |
8.22 |
|
S&P
SmallCap 600 |
|
0.39 |
7.68 |
7.68 |
14.92 |
22.38 |
10.76 |
|
INTERNATIONAL
EQUITY |
|
ICC
Capital Management, Inc. - International ADR Equity |
|
1.33 |
1.56 |
1.56 |
10.19 |
18.49 |
2.72 |
|
Oppenheimer
Capital - International Equity |
|
3.27 |
14.80 |
14.80 |
15.64 |
21.83 |
7.29 |
|
State
Street Global Advisors - International Index (EAFE) |
|
5.89 |
15.73 |
15.73 |
17.34 |
24.07 |
4.84 |
|
MSCI
EAFE |
|
4.12 |
14.02 |
14.02 |
17.31 |
24.18 |
4.94 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
1.91 |
1.91 |
7.98 |
8.56 |
15.04 |
3.10 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
3.22 |
3.22 |
5.18 |
5.92 |
11.19 |
-0.84 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
1.41 |
1.41 |
8.08 |
15.00 |
n/a |
n/a |
|
Buckhead
Equities(Fiscal Year) |
|
|
|
|
2.96 |
2.96 |
5.18 |
8.52 |
n/a |
n/a |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 24 |
|
|
|
|
Performance of
Other Managers |
|
December 31, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
CORE FIXED INCOME |
|
Atlanta
Capital Management Company - High Quality Broad Market |
0.63 |
5.44 |
5.44 |
4.76 |
4.09 |
5.84 |
|
Eagle
Asset Management Inc. - Core Fixed Income - Institutional |
0.56 |
2.63 |
2.63 |
3.11 |
3.27 |
5.46 |
|
Freedom
Capital Management, LLC - Core Fixed Income-Aggregate |
0.57 |
2.32 |
2.32 |
3.24 |
3.52 |
5.30 |
|
Freedom
Capital Management, LLC - Core Fixed Income-Gov't/Credit |
0.61 |
2.35 |
2.35 |
3.22 |
3.61 |
5.37 |
|
HGK
Asset Management, Inc. - Domestic Fixed Income |
|
0.67 |
2.87 |
2.87 |
3.84 |
4.25 |
6.10 |
|
ICC
Capital Management, Inc. - Core Fixed Income |
|
0.48 |
2.69 |
2.69 |
2.97 |
3.10 |
5.38 |
|
INVESCO
- Core Fixed Income |
|
|
|
Oppenheimer
Capital - Fixed Income |
|
0.89 |
3.00 |
3.00 |
3.29 |
3.73 |
5.88 |
|
Rockwood
Capital Advisors - Strategic Duration |
|
0.98 |
2.51 |
2.51 |
2.49 |
2.74 |
4.74 |
|
Sawgrass
Asset Management LLC - Core Fixed Income |
|
0.67 |
2.81 |
2.81 |
3.46 |
3.67 |
5.98 |
|
State
Street Global Advisors - Bond Market Fund |
|
0.59 |
-0.19 |
-0.19 |
2.16 |
2.90 |
5.42 |
|
Westwood
Management Corporation - Fixed Income |
|
0.69 |
2.93 |
2.93 |
3.38 |
3.19 |
5.70 |
|
Lehman
Aggregate Bond |
|
0.59 |
2.43 |
2.43 |
3.38 |
3.62 |
5.87 |
|
Lehman
Gov/Credit Bond |
|
0.59 |
2.34 |
2.34 |
3.27 |
3.74 |
6.10 |
|
INTERMEDIATE
FIXED INCOME |
|
Colony
Capital Management - Domestic Fixed |
|
0.79 |
1.89 |
1.89 |
1.39 |
1.69 |
4.45 |
|
Davis,
Hamilton, Jackson & Associates, L. P. - Intermediate Fixed Income |
0.40 |
2.42 |
2.42 |
3.13 |
3.49 |
5.75 |
|
Eagle
Asset Management Inc. - Intermediate Conservative-Institutional |
0.63 |
1.73 |
1.73 |
2.14 |
2.47 |
5.04 |
|
Sawgrass
Asset Management LLC - Intermediate Fixed Income |
|
0.69 |
1.79 |
1.79 |
2.40 |
2.74 |
5.30 |
|
State
Street Global Advisors - Intermediate Bond Fund |
|
0.49 |
1.57 |
1.57 |
2.46 |
3.11 |
5.50 |
|
Lehman
Gov/Credit-Intermediate |
|
0.52 |
1.57 |
1.57 |
2.30 |
2.96 |
5.49 |
|
|
Your
Fixed Income(Fiscal Year) |
|
|
|
|
0.43 |
0.43 |
1.74 |
2.80 |
3.83 |
6.17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 25 |
|
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|
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|
|