|
|
|
|
|
|
|
|
|
|
|
|
|
|
Performance of
Other Managers |
|
September
30, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
CORE EQUITY |
|
Eagle
Asset Management Inc. - Conservative Large Cap Equity |
|
0.30 |
-0.69 |
12.75 |
13.52 |
17.57 |
5.52 |
|
ICC
Capital Management, Inc. - Core Value |
|
3.89 |
4.92 |
15.41 |
15.13 |
19.02 |
4.65 |
|
INVESCO
- Core Multiple Attribute Equity - NAM |
|
|
|
RhumbLine
Advisers - Russell 1000 Index Fund |
|
3.88 |
3.99 |
14.12 |
13.98 |
17.64 |
-1.16 |
|
RhumbLine
Advisers - S&P 500 Index Fund |
|
3.58 |
2.74 |
12.19 |
12.98 |
16.64 |
-1.30 |
|
State
Street Global Advisors - Large Cap Core Matrix |
|
4.46 |
5.64 |
16.23 |
14.64 |
15.86 |
0.50 |
|
Weiss,
Peck & Greer - Large Cap Disciplined Equity |
|
3.75 |
4.12 |
15.28 |
14.29 |
17.27 |
1.35 |
|
Russell
1000 |
|
3.95 |
4.06 |
14.26 |
14.08 |
17.65 |
-1.27 |
|
S&P 500 |
|
3.61 |
2.77 |
12.25 |
13.06 |
16.72 |
-1.49 |
|
Dow
Jones Wilshire 5000 (Full Cap) |
|
3.89 |
3.90 |
14.64 |
14.70 |
18.43 |
-0.54 |
|
GROWTH EQUITY |
|
Allegiant
Asset Management Company - Large Capitalization Growth Equity |
5.43 |
2.41 |
12.50 |
11.65 |
14.94 |
-0.13 |
|
Atlanta
Capital Management Company - High Quality Growth Plus |
|
4.06 |
3.33 |
11.58 |
10.49 |
14.36 |
-2.89 |
|
Colony
Capital Management - Domestic Equity |
|
3.72 |
1.13 |
9.26 |
12.83 |
15.79 |
-3.63 |
|
Davis,
Hamilton, Jackson & Associates, L. P. - Quality Growth |
|
3.36 |
1.68 |
12.35 |
8.18 |
11.54 |
-4.51 |
|
Deutsche
Asset Management - Large Cap Core Growth Equity |
|
5.47 |
7.16 |
15.53 |
12.65 |
14.35 |
-1.82 |
|
Eagle
Asset Management Inc. - Institutional Growth |
|
5.55 |
0.89 |
13.29 |
5.41 |
10.86 |
-8.62 |
|
Freedom
Capital Management, LLC - Core Growth Equity |
|
5.67 |
4.09 |
13.92 |
9.55 |
12.79 |
-6.02 |
|
Freedom
Capital Management, LLC - Pure Growth Equity |
|
5.18 |
3.83 |
13.51 |
7.56 |
10.63 |
-8.28 |
|
GLOBALT
Investments - Large Cap Opportunistic Growth |
|
3.05 |
2.57 |
12.97 |
11.82 |
15.97 |
-5.74 |
|
ICC
Capital Management, Inc. - Large Cap Growth Equity |
|
4.54 |
-0.58 |
10.03 |
10.86 |
20.96 |
-5.78 |
|
ING
Investment Management Americas - ING Large Cap Growth S & P 500 |
5.40 |
6.23 |
17.20 |
13.74 |
15.97 |
-3.56 |
|
Intrepid
Capital Management, Inc. - Intrepid C.A.T. |
|
|
|
Montag
& Caldwell, Inc. - Large Cap Growth |
|
6.62 |
6.26 |
11.82 |
10.43 |
11.38 |
-1.31 |
|
Northern
Trust Global Investment Services - Northern Trust Large Cap Growth |
4.93 |
4.59 |
14.05 |
10.83 |
9.35 |
-7.88 |
|
OakBrook
Investments, LLC - OakBrook Select Equity |
|
1.37 |
-2.91 |
6.24 |
10.48 |
13.48 |
10.14 |
|
PEA
Capital LLC - Large Cap Growth |
|
1.70 |
-1.81 |
6.94 |
9.61 |
11.40 |
-9.68 |
|
RhumbLine
Advisers - Russell 1000 Growth Index Fund |
|
|
4.00 |
2.18 |
11.52 |
9.50 |
14.73 |
-8.39 |
|
Roxbury
Capital Management, LLC - Large Cap - Gross |
|
0.50 |
-1.19 |
8.16 |
6.41 |
11.15 |
-12.41 |
|
Sawgrass
Asset Management LLC - Large Cap Growth Equity |
|
3.75 |
5.86 |
15.30 |
12.18 |
13.04 |
1.09 |
|
State
Street Global Advisors - Large Cap Growth |
|
4.45 |
5.59 |
15.73 |
11.46 |
15.61 |
-8.17 |
|
Russell
1000 Growth |
|
4.01 |
2.22 |
11.60 |
9.53 |
14.74 |
-8.64 |
|
S&P
500/Barra Growth |
|
3.78 |
1.99 |
10.66 |
9.08 |
13.36 |
-5.46 |
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
6.24 |
14.04 |
14.04 |
13.84 |
16.02 |
-0.16 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
3.48 |
13.12 |
13.12 |
8.82 |
12.21 |
-3.95 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
6.11 |
21.90 |
21.90 |
22.18 |
n/a |
n/a |
|
Buckhead Equities(Fiscal Year) |
|
|
|
|
|
|
|
0.39 |
11.90 |
11.90 |
n/a |
n/a |
n/a |
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 22 |
|
Performance of
Other Managers |
|
September 30, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
VALUE EQUITY |
|
Buckhead
Capital Management - Value Equity - Low P/E |
|
0.22 |
1.90 |
11.44 |
14.41 |
17.83 |
8.87 |
|
Crawford
Investment Counsel - Value Equity |
|
-2.57 |
-6.27 |
-0.75 |
7.86 |
10.15 |
4.39 |
|
DePrince,
Race and Zollo Inc. - Large Cap Value Equity |
|
1.03 |
-0.53 |
8.32 |
15.29 |
20.87 |
12.78 |
|
Eagle
Asset Management Inc. - Value -
Institutional |
|
7.49 |
10.93 |
21.21 |
21.38 |
20.73 |
6.31 |
|
Freedom
Capital Management, LLC - Lg Cap Value-Core Value Composite |
5.52 |
8.32 |
22.41 |
21.70 |
21.48 |
5.43 |
|
HGK
Asset Management, Inc. - Large Cap Value Equity |
|
5.74 |
8.54 |
15.83 |
19.11 |
21.45 |
7.92 |
|
ICC
Capital Management, Inc. - Core Value |
|
3.89 |
4.92 |
15.41 |
15.13 |
19.02 |
4.65 |
|
INVESCO
- Large Cap Value Equity |
|
2.41 |
1.32 |
11.64 |
12.68 |
17.42 |
1.52 |
|
Oppenheimer
Capital - All Cap Value Equity |
|
3.66 |
4.82 |
14.46 |
17.24 |
20.65 |
6.58 |
|
RhumbLine
Advisers - Russell 1000 Value Index Fund |
|
3.87 |
5.70 |
16.62 |
18.46 |
20.39 |
5.79 |
|
State
Street Global Advisors - Large Cap Value |
|
5.75 |
7.44 |
18.52 |
17.75 |
18.33 |
6.63 |
|
Westwood
Management Corporation - REIT Portfolio |
|
3.90 |
10.27 |
25.35 |
24.20 |
24.48 |
18.68 |
|
Russell
1000 Value |
|
3.88 |
5.72 |
16.69 |
18.59 |
20.48 |
5.76 |
|
S&P
500/Barra Value |
|
3.44 |
3.54 |
13.82 |
17.09 |
20.16 |
2.31 |
|
MID-CAP EQUITY |
|
GLOBALT
Investments - Mid Cap Growth |
|
4.91 |
7.62 |
20.98 |
19.19 |
21.06 |
-1.42 |
|
HGK
Asset Management, Inc. - Mid Cap Value Equity |
|
6.58 |
7.77 |
20.00 |
20.59 |
25.86 |
16.69 |
|
RhumbLine
Advisers - S&P 400 Index Fund |
|
4.86 |
9.11 |
22.37 |
19.96 |
22.17 |
7.27 |
|
Roxbury
Capital Management, LLC - Small to Medium Capitalization Equity |
4.01 |
7.14 |
22.23 |
16.48 |
22.54 |
-0.03 |
|
State
Street Global Advisors - Mid-Cap Strategy |
|
8.50 |
12.71 |
28.56 |
23.66 |
26.62 |
8.59 |
|
Russell
Midcap |
|
5.92 |
10.07 |
25.11 |
22.81 |
26.00 |
7.17 |
|
S&P
Midcap 400 |
|
4.88 |
8.91 |
22.16 |
19.83 |
22.11 |
7.05 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
6.24 |
14.04 |
14.04 |
13.84 |
16.02 |
-0.16 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
3.48 |
13.12 |
13.12 |
8.82 |
12.21 |
-3.95 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
6.11 |
21.90 |
21.90 |
22.18 |
n/a |
n/a |
|
Buckhead
Equities(Fiscal Year) |
|
|
|
|
0.39 |
11.90 |
11.90 |
n/a |
n/a |
n/a |
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 23 |
|
|
|
Performance of
Other Managers |
|
September 30, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
SMALL CAP EQUITY |
|
Atlanta
Capital Management Company - High Quality Small Cap |
|
6.78 |
6.70 |
18.75 |
18.54 |
20.52 |
12.80 |
|
Eagle
Asset Management Inc. - Small Cap Core - Institutional |
|
5.98 |
6.54 |
21.88 |
21.98 |
21.07 |
12.92 |
|
Eagle
Asset Management Inc. - Small Cap Growth - Institutional |
|
3.81 |
2.65 |
18.00 |
17.05 |
25.08 |
6.83 |
|
Sawgrass
Asset Management LLC - Small Cap Growth Equity |
|
3.39 |
4.39 |
18.31 |
15.77 |
14.68 |
-3.23 |
|
State
Street Global Advisors - Small Cap Growth Opportunities |
|
4.08 |
-2.71 |
13.01 |
12.59 |
20.37 |
-4.08 |
|
Wellington
Management Company, LLP - Small Cap 2000 (Closed) |
7.11 |
7.76 |
22.80 |
21.41 |
25.39 |
9.80 |
|
Russell
2000 |
|
4.69 |
3.38 |
17.95 |
18.36 |
24.12 |
6.45 |
|
S&P
SmallCap 600 |
|
5.38 |
7.27 |
21.22 |
22.88 |
24.20 |
10.96 |
|
INTERNATIONAL
EQUITY |
|
ICC
Capital Management, Inc. - International ADR Equity |
|
7.57 |
0.14 |
13.82 |
19.42 |
19.99 |
0.60 |
|
Oppenheimer
Capital - International Equity |
|
12.82 |
11.18 |
26.60 |
22.50 |
23.53 |
7.59 |
|
State
Street Global Advisors - International Index (EAFE) |
|
10.39 |
9.29 |
25.96 |
23.36 |
24.30 |
3.05 |
|
MSCI
EAFE |
|
10.44 |
9.50 |
26.32 |
24.41 |
25.11 |
3.55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness
Equities(Fiscal Year) |
|
|
|
|
6.24 |
14.04 |
14.04 |
13.84 |
16.02 |
-0.16 |
|
DHJ
Equities(Fiscal Year) |
|
|
|
|
3.48 |
13.12 |
13.12 |
8.82 |
12.21 |
-3.95 |
|
Eagle
Equities(Fiscal Year) |
|
|
|
|
6.11 |
21.90 |
21.90 |
22.18 |
n/a |
n/a |
|
Buckhead
Equities(Fiscal Year) |
|
|
|
|
0.39 |
11.90 |
11.90 |
n/a |
n/a |
n/a |
|
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 24 |
|
|
|
Performance of
Other Managers |
|
September 30, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
CORE FIXED INCOME |
|
Atlanta
Capital Management Company - High Quality Broad Market |
1.28 |
4.77 |
5.76 |
4.49 |
4.20 |
6.73 |
|
Eagle
Asset Management Inc. - Core Fixed Income - Institutional |
|
-0.20 |
2.32 |
2.81 |
3.12 |
3.46 |
6.42 |
|
Freedom
Capital Management, LLC - Core Fixed Income-Aggregate |
-0.86 |
1.73 |
2.73 |
3.06 |
3.69 |
6.05 |
|
Freedom
Capital Management, LLC - Core Fixed Income-Gov't/Credit |
-1.18 |
1.73 |
2.57 |
2.86 |
3.58 |
6.15 |
|
HGK
Asset Management, Inc. - Domestic Fixed Income |
|
-0.52 |
2.18 |
3.43 |
3.63 |
4.74 |
6.64 |
|
ICC
Capital Management, Inc. - Core Fixed Income |
|
-0.74 |
2.05 |
3.03 |
2.77 |
3.31 |
6.24 |
|
INVESCO
- Core Fixed Income |
|
|
|
Oppenheimer
Capital - Fixed Income |
|
-0.56 |
2.10 |
2.94 |
3.27 |
3.98 |
6.61 |
|
Rockwood
Capital Advisors - Strategic Duration |
|
0.01 |
1.47 |
2.14 |
2.12 |
3.13 |
5.29 |
|
Sawgrass
Asset Management LLC - Core Fixed Income |
|
-0.69 |
2.10 |
2.92 |
3.20 |
3.92 |
6.69 |
|
State
Street Global Advisors - Bond Market Fund |
|
-0.68 |
-0.78 |
0.31 |
2.09 |
3.19 |
6.20 |
|
Westwood
Management Corporation - Fixed Income |
|
-0.44 |
2.22 |
2.82 |
2.87 |
3.28 |
6.52 |
|
Lehman
Aggregate Bond |
|
-0.68 |
1.83 |
2.80 |
3.24 |
3.96 |
6.63 |
|
Lehman
Gov/Credit Bond |
|
-0.97 |
1.74 |
2.56 |
2.95 |
4.13 |
6.89 |
|
INTERMEDIATE
FIXED INCOME |
|
Colony
Capital Management - Domestic Fixed |
|
0.15 |
1.09 |
1.12 |
1.01 |
1.64 |
5.00 |
|
Davis,
Hamilton, Jackson & Associates, L. P. - Intermediate Fixed Income |
-0.27 |
2.01 |
2.77 |
3.08 |
3.92 |
6.54 |
|
Eagle
Asset Management Inc. - Intermediate Conservative-Institutional |
-0.38 |
1.10 |
1.36 |
1.88 |
2.61 |
5.75 |
|
Sawgrass
Asset Management LLC - Intermediate Fixed Income |
|
-0.33 |
1.08 |
1.66 |
2.13 |
2.92 |
5.87 |
|
State
Street Global Advisors - Intermediate Bond Fund |
|
-0.50 |
1.08 |
1.64 |
2.28 |
3.47 |
6.24 |
|
Lehman
Gov/Credit-Intermediate |
|
-0.52 |
1.05 |
1.48 |
2.07 |
3.36 |
6.15 |
|
|
Your
Fixed Income(Fiscal Year) |
|
|
|
|
-0.58 |
2.02 |
2.02 |
2.75 |
4.28 |
6.91 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 25 |
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