Did
the total return, over the trailing 3- and 5-year periods, exceed the policy,
which is comprised of 55% S&P500 and 45% LBIGC? [5.47 vs. 7.78; 0.69 vs.
3.00]
2.
Did the total return,
over the trailing 3- and 5-year periods, lie in the top 50th percentile of
the 55% Br.Lg. Cap Core & 45% Br. Fixed Universe? [72nd, 34th]
3.
Did the total return
equal or exceed the 8.5% target rate of return over the trailing 3- and
5-year periods? [5.47, 0.69]
DHJ LG. CAP GROWTH
EQUITY
1.
Did the equity
return, over the trailing 3- and 5-year periods, exceed the S&P500
policy? [5.08 vs. 8.28; -5.44 vs. -2.37]
2.
Did the equity
return, over the trailing 3- and 5-year periods, lie in the top 50th
percentile of the Br. Lg. Cap Growth Core Universe? [72nd, 30th]
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?
DHJ FIXED INCOME
1.
Did the fixed income
return, over the trailing 3- and 5-year periods, exceed the LBIGC? [5.73 vs.
5.53; 7.39 vs. 7.16]
2.
Did the fixed income
return, over the trailing 3- and 5-year periods, lie in the top 50th
percentile of the Intermediate Fixed Income Universe? [15th, 6th]
3.
Is the amount
invested in any one issuing company less than 5% of the Manager's total fund?
4.
Are all the fixed
income securities ranked in the top "3" categories by Standard
& Poor's or Moody's?
INVESCO FIXED
INCOME
1.
Did the fixed income
return, over the trailing 3- and 5-year periods, exceed the LBAB? [5.11 vs.
5.41; 6.91 vs. 7.26]
2.
Did the fixed income
return, over the trailing 3- and 5-year periods, lie in the top 50th
percentile of the Broad Fixed Universe? [48th, 31st]
3.
Is the amount
invested in any one issuing company less than 5% of the Manager's total fund?
4.
Are all the fixed
income securities ranked in the top "3" categories by Standard
& Poor's or Moody's?
