Did the total return,
over the trailing 3- and 5-year periods, exceed the policy, which is
comprised of 50% S&P500, 40% LBAB & 10% R2000V? [5.28 vs. 5.82; 2.58
vs. 2.13]
2.
Did the total return,
lie in the top 50th percentile of the 50% Br.Lg.Cap Core, 10% Br.Sm.Cap Value
Core, 40% Br.Fixed Universe, over 3- and 5-year periods? [46th, 28th]
3.
Did the total return
equal or exceed the 8.5% target rate of return over the trailing 3-year
period? [5.28]
4.
Did the total return
equal or exceed the 8.5% target rate of return over the trailing 5-year
periods? [2.58]
BUCKHEAD LARGE CAP
EQUITY
1.
Did the equity
return, over the trailing 3- and 5-year periods, exceed the S&P500
policy? [Inception: 22.65 vs 19.45]
2.
Did the equity
return, over the trailing 3- and 5-year periods, lie in the top 50th
percentile of the Br. Lg. Cap Value Core Equity Universe? [1yr: 46th]
3.
Is the amount
invested in any one issuing company less than or equal to 5% of the Manager's
total fund?
4.
Is the aggregate
investment in any one company less than or equal to 5% of the outstanding
shares of the company?
BUCKHEAD SMALL CAP
EQUITY
1.
Did the equity
return, over the trailing 3- and 5-year periods, exceed the R2000V?
[Inception: 18.24 vs. 14.34
2.
Did the equity
return, over the trailing 3- and 5-year periods, lie in the top 50th
percentile of the Broad Small Cap Value Core Universe? [2 Quarters: 81st]
3.
Is the amount
invested in any one issuing company less than 5% of the Manager's total fund?
