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|
Performance of
Other Managers |
September
30, 2004 |
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
CORE EQUITY |
Eagle
Asset Management Inc. - Conservative Large Cap Equity |
|
-2.09 |
1.70 |
14.29 |
20.05 |
6.89 |
6.08 |
ICC
Capital Management, Inc. - Core Value |
|
-1.92 |
1.70 |
14.86 |
20.87 |
6.35 |
3.71 |
INVESCO
- Core Multiple Attribute Equity - NAM |
|
-3.24 |
-2.64 |
8.64 |
14.82 |
1.98 |
-1.44 |
RhumbLine
Advisers - Russell 1000 Index Fund |
|
-1.82 |
1.43 |
13.85 |
19.44 |
4.71 |
-0.61 |
RhumbLine
Advisers - S&P 500 Index Fund |
|
-1.86 |
1.47 |
13.77 |
18.93 |
4.07 |
-1.10 |
State
Street Global Advisors - Large Cap Core Matrix |
|
-1.52 |
1.66 |
13.06 |
15.68 |
5.94 |
-0.58 |
Weiss,
Peck & Greer Investments - Large Cap Disciplined Equity |
|
-2.34 |
1.14 |
13.31 |
18.28 |
4.95 |
0.15 |
Russell
1000 |
|
-1.81 |
1.46 |
13.90 |
19.39 |
4.69 |
-0.66 |
S&P 500 |
|
-1.87 |
1.51 |
13.87 |
19.02 |
4.05 |
-1.31 |
Dow
Jones Wilshire 5000 (Full Cap) |
|
-1.79 |
2.08 |
14.76 |
20.37 |
6.12 |
-0.04 |
GROWTH EQUITY |
Atlanta
Capital Management Company - High Quality Growth Plus |
|
-3.25 |
-2.19 |
9.40 |
15.76 |
1.43 |
-0.78 |
Colony
Capital Management - Domestic Equity |
|
-0.17 |
4.72 |
16.52 |
19.20 |
5.79 |
-1.06 |
Davis,
Hamilton, Jackson & Associates, L. P. - Quality Growth |
|
-4.86 |
-4.31 |
4.17 |
11.14 |
0.81 |
-2.58 |
Deutsche
Asset Management - Large Cap Core Growth Equity |
|
-3.10 |
0.48 |
9.84 |
13.76 |
3.57 |
0.25 |
Eagle
Asset Management Inc. - Institutional Growth |
|
-8.68 |
-11.68 |
-1.92 |
9.67 |
-0.79 |
-2.30 |
Freedom
Capital Management, LLC - Core Growth Equity |
|
-4.62 |
-5.00 |
5.34 |
12.23 |
-1.81 |
-4.10 |
Freedom
Capital Management, LLC - Pure Growth Equity |
|
-6.52 |
-7.73 |
1.93 |
9.21 |
-2.63 |
-6.92 |
GLOBALT
Investments - Diversified Larger Cap Growth |
|
-2.74 |
0.87 |
10.69 |
17.50 |
2.48 |
-4.01 |
ICC
Capital Management, Inc. - Large Cap Growth Equity |
|
-6.40 |
-2.69 |
11.72 |
26.83 |
6.97 |
|
ING
Investment Management Americas - ING Large Cap Growth S & P 500 |
-2.77 |
-0.30 |
10.38 |
15.36 |
2.17 |
-1.41 |
Montag
& Caldwell, Inc. - Large Cap Growth |
|
-4.35 |
0.02 |
9.45 |
11.67 |
0.43 |
-2.92 |
Northern
Trust Global Investment Services - Northern Trust Large Cap Growth |
-4.70 |
-3.33 |
7.70 |
7.08 |
0.44 |
-1.73 |
PEA
Capital LLC - Large Cap Growth |
|
-4.03 |
0.81 |
12.35 |
13.71 |
0.38 |
-4.08 |
RhumbLine
Advisers - Russell 1000 Growth Index Fund |
|
-5.22 |
-2.61 |
7.52 |
16.37 |
1.81 |
|
Roxbury
Capital Management, LLC - Large Cap - Gross |
|
-5.71 |
-5.31 |
4.68 |
12.66 |
-1.57 |
-8.71 |
Sawgrass
Asset Management LLC - Large Cap Growth Equity |
|
-4.46 |
-1.65 |
9.13 |
11.92 |
4.38 |
0.10 |
State
Street Global Advisors - Large Cap Growth |
|
-3.57 |
-1.33 |
7.34 |
15.55 |
2.14 |
-7.70 |
Russell
1000 Growth |
|
-5.23 |
-2.63 |
7.51 |
16.35 |
1.61 |
-6.78 |
S&P
500/Barra Growth |
|
-4.78 |
-2.19 |
7.53 |
14.74 |
2.01 |
-5.22 |
Inverness
Equities |
|
|
|
|
|
-1.92 |
1.40 |
13.63 |
17.01 |
8.06 |
0.20 |
DHJ
Equities |
|
|
|
|
|
-4.92 |
-3.91 |
4.69 |
11.76 |
1.18 |
n/a |
Eagle
Equities |
|
|
|
|
|
-1.39 |
6.98 |
22.46 |
n/a |
n/a |
n/a |
Buckhead
Equities |
|
|
|
|
|
-0.99 |
2.23 |
n/a |
n/a |
n/a |
n/a |
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 22 |
|
|
Performance of
Other Managers |
September 30, 2004 |
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
VALUE EQUITY |
Buckhead
Capital Management - Value Equity - Low P/E |
|
-0.94 |
2.46 |
17.46 |
21.16 |
10.31 |
8.75 |
Crawford
Investment Counsel - Value Equity |
|
0.72 |
7.77 |
17.22 |
16.04 |
7.41 |
6.40 |
DePrince,
Race and Zollo Inc. - Large Cap Value Equity |
|
0.79 |
5.29 |
22.71 |
27.69 |
13.33 |
11.08 |
Eagle
Asset Management Inc. - Value -
Institutional |
|
1.71 |
7.15 |
21.54 |
20.49 |
8.31 |
4.21 |
Freedom
Capital Management, LLC - Lg Cap Value-Core Value Composite |
-0.29 |
5.70 |
21.00 |
21.02 |
5.55 |
3.75 |
HGK
Asset Management, Inc. - Large Cap Value Equity |
|
0.75 |
7.39 |
22.48 |
24.36 |
7.95 |
5.03 |
ICC
Capital Management, Inc. - Core Value |
|
-1.92 |
1.70 |
14.86 |
20.87 |
6.35 |
3.71 |
INVESCO
- Large Cap Value Equity |
|
-1.54 |
0.87 |
13.74 |
20.42 |
3.77 |
-0.38 |
Oppenheimer
Capital - All Cap Equity |
|
-0.63 |
5.63 |
20.09 |
23.87 |
7.56 |
6.65 |
RhumbLine
Advisers - Russell 1000 Value Index Fund |
|
1.56 |
5.48 |
20.32 |
22.32 |
7.55 |
4.48 |
State
Street Global Advisors - Large Cap Value |
|
0.82 |
4.22 |
16.99 |
18.24 |
7.73 |
5.31 |
Westwood
Management Corporation - REIT Portfolio |
|
6.23 |
11.87 |
22.66 |
23.85 |
18.54 |
18.57 |
Russell
1000 Value |
|
1.54 |
5.54 |
20.52 |
22.43 |
7.57 |
4.31 |
S&P
500/Barra Value |
|
1.04 |
5.25 |
20.47 |
23.47 |
5.83 |
2.30 |
MID-CAP EQUITY |
GLOBALT
Investments - Mid Cap Growth |
|
-3.61 |
3.70 |
17.42 |
21.10 |
7.15 |
3.51 |
HGK
Asset Management, Inc. - Mid Cap Value Equity |
|
1.28 |
4.70 |
21.18 |
28.90 |
18.09 |
13.91 |
RhumbLine
Advisers - S&P 400 Index Fund |
|
-2.02 |
3.91 |
17.60 |
22.07 |
12.42 |
10.54 |
Roxbury
Capital Management, LLC - Small to Medium Capitalization Equity |
-5.98 |
0.67 |
11.05 |
22.72 |
4.48 |
5.99 |
State
Street Global Advisors - Mid-Cap Strategy |
|
0.24 |
7.16 |
18.96 |
25.66 |
14.84 |
10.39 |
Russell
Midcap |
|
-0.84 |
5.77 |
20.55 |
26.44 |
13.32 |
8.26 |
S&P
Midcap 400 |
|
-2.10 |
3.86 |
17.55 |
22.09 |
12.42 |
10.51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness
Equities |
|
|
|
|
|
-1.92 |
1.40 |
13.63 |
17.01 |
8.06 |
0.20 |
DHJ
Equities |
|
|
|
|
|
-4.92 |
-3.91 |
4.69 |
11.76 |
1.18 |
n/a |
Eagle
Equities |
|
|
|
|
|
-1.39 |
6.98 |
22.46 |
n/a |
n/a |
n/a |
Buckhead
Equities |
|
|
|
|
|
-0.99 |
2.23 |
n/a |
n/a |
n/a |
n/a |
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 23 |
|
|
|
Performance of
Other Managers |
September 30, 2004 |
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
SMALL CAP EQUITY |
Atlanta
Capital Management Company - High Quality Small Cap Value |
0.79 |
8.04 |
18.33 |
21.42 |
14.44 |
12.35 |
Eagle
Asset Management Inc. - Small Cap Core - Institutional |
|
-1.40 |
6.66 |
22.08 |
20.67 |
12.40 |
17.56 |
Eagle
Asset Management Inc. - Small Cap Growth - Institutional |
|
-3.27 |
4.68 |
16.11 |
28.79 |
13.39 |
7.12 |
Sawgrass
Asset Management LLC - Small Cap Growth Equity |
|
-3.08 |
2.05 |
13.27 |
12.91 |
1.42 |
3.06 |
State
Street Global Advisors - Small Cap Growth Opportunities |
|
-7.12 |
-3.30 |
12.16 |
24.23 |
9.98 |
4.78 |
Wellington
Management Company, LLP - Small Cap 2000 (Closed) |
-3.91 |
6.29 |
20.02 |
26.71 |
15.22 |
12.35 |
Russell
2000 |
|
-2.86 |
3.71 |
18.78 |
27.33 |
13.72 |
7.41 |
S&P
SmallCap 600 |
|
-1.37 |
8.54 |
24.57 |
25.71 |
15.78 |
11.49 |
INTERNATIONAL
EQUITY |
ICC
Capital Management, Inc. - International ADR Equity |
|
-3.66 |
5.05 |
25.12 |
23.11 |
11.18 |
-0.11 |
Oppenheimer
Capital - International Value |
|
0.99 |
2.26 |
18.45 |
21.98 |
11.46 |
4.85 |
State
Street Global Advisors - International Index (EAFE) |
|
-0.22 |
3.23 |
20.81 |
23.48 |
8.87 |
-0.94 |
MSCI
EAFE |
|
-0.23 |
4.62 |
22.52 |
24.52 |
9.52 |
-0.51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
Inverness
Equities |
|
|
|
|
|
-1.92 |
1.40 |
13.63 |
17.01 |
8.06 |
0.20 |
DHJ
Equities |
|
|
|
|
|
-4.92 |
-3.91 |
4.69 |
11.76 |
1.18 |
n/a |
Eagle
Equities |
|
|
|
|
|
-1.39 |
6.98 |
22.46 |
n/a |
n/a |
n/a |
Buckhead
Equities |
|
|
|
|
|
-0.99 |
2.23 |
n/a |
n/a |
n/a |
n/a |
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 24 |
|
|
|
Performance of
Other Managers |
September 30, 2004 |
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
CORE FIXED INCOME |
Atlanta
Capital Management Company - High Quality Broad Market |
2.65 |
3.11 |
3.22 |
3.42 |
5.11 |
7.09 |
Eagle
Asset Management Inc. - Core Fixed Income - Institutional |
|
2.73 |
3.17 |
3.43 |
3.79 |
5.30 |
7.21 |
Freedom
Capital Management, LLC - Core Fixed Income-Aggregate |
3.05 |
3.16 |
3.39 |
4.18 |
5.09 |
6.95 |
Freedom
Capital Management, LLC - Core Fixed Income-Gov't/Credit |
3.45 |
3.25 |
3.14 |
4.09 |
5.31 |
6.99 |
HGK
Asset Management, Inc. - Domestic Fixed Income |
|
3.29 |
3.55 |
3.84 |
5.40 |
5.80 |
6.95 |
ICC
Capital Management, Inc. - Core Fixed Income |
|
1.96 |
2.28 |
2.54 |
3.46 |
4.82 |
7.05 |
INVESCO
- Core Fixed Income |
|
2.93 |
3.21 |
3.77 |
4.79 |
5.71 |
7.50 |
Oppenheimer
Capital - Fixed Income |
|
2.85 |
2.74 |
3.59 |
4.50 |
5.61 |
7.37 |
Rockwood
Capital Advisors - Strategic Duration |
|
1.61 |
1.55 |
1.84 |
3.49 |
4.17 |
6.25 |
Sawgrass
Asset Management LLC - Core Fixed Income |
|
2.99 |
3.29 |
3.49 |
4.42 |
5.98 |
7.57 |
State
Street Global Advisors - Bond Market Fund |
|
3.24 |
3.43 |
3.89 |
4.66 |
5.96 |
7.50 |
Westwood
Management Corporation - Fixed Income |
|
2.86 |
3.22 |
2.92 |
3.51 |
5.51 |
7.41 |
Lehman
Aggregate Bond |
|
3.20 |
3.35 |
3.69 |
4.54 |
5.88 |
7.48 |
Lehman
Gov/Credit Bond |
|
3.56 |
3.37 |
3.35 |
4.92 |
6.33 |
7.74 |
INTERMEDIATE
FIXED INCOME |
Colony
Capital Management - Domestic Fixed |
|
1.23 |
0.87 |
0.91 |
1.91 |
4.00 |
6.03 |
Davis,
Hamilton, Jackson & Associates, L. P. - Intermediate Fixed Income |
2.94 |
3.08 |
3.14 |
4.38 |
5.58 |
7.21 |
Eagle
Asset Management Inc. - Intermediate Conservative-Institutional |
2.02 |
2.29 |
2.40 |
3.24 |
4.84 |
6.82 |
Sawgrass
Asset Management LLC - Intermediate Fixed Income |
|
2.47 |
2.42 |
2.59 |
3.55 |
5.23 |
6.88 |
State
Street Global Advisors - Intermediate Bond Fund |
|
2.82 |
2.78 |
2.94 |
4.39 |
5.52 |
7.19 |
Lehman
Gov/Credit-Intermediate |
|
2.70 |
2.60 |
2.66 |
4.31 |
5.56 |
7.12 |
|
Your
Fixed Income |
|
|
|
|
|
2.95 |
3.14 |
3.49 |
5.42 |
6.53 |
7.78 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 25 |
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