|
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|
|
|
|
|
|
|
|
|
|
|
Performance of
Other Managers |
|
June
30, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
CORE EQUITY |
|
Eagle
Asset Management Inc. - Conservative Large Cap Equity |
|
0.50 |
-0.99 |
10.07 |
14.94 |
11.64 |
6.29 |
|
ICC
Capital Management, Inc. - Core Value |
|
1.75 |
0.99 |
8.96 |
15.69 |
9.09 |
4.13 |
|
INVESCO
- Core Multiple Attribute Equity - NAM |
|
|
|
RhumbLine
Advisers - Russell 1000 Index Fund |
|
2.05 |
0.10 |
7.86 |
13.49 |
9.23 |
-1.76 |
|
RhumbLine
Advisers - S&P 500 Index Fund |
|
1.34 |
-0.81 |
6.30 |
12.45 |
8.29 |
-2.14 |
|
State
Street Global Advisors - Large Cap Core Matrix |
|
2.52 |
1.13 |
9.58 |
13.31 |
8.61 |
-0.73 |
|
Weiss,
Peck & Greer - Large Cap Disciplined Equity |
|
|
|
Russell
1000 |
|
2.05 |
0.11 |
7.92 |
13.56 |
9.19 |
-1.89 |
|
S&P 500 |
|
1.37 |
-0.81 |
6.32 |
12.53 |
8.28 |
-2.37 |
|
Dow
Jones Wilshire 5000 (Full Cap) |
|
2.47 |
0.01 |
8.38 |
14.60 |
9.98 |
-1.25 |
|
GROWTH EQUITY |
|
Allegiant
Asset Management Company - Large Capitalization Growth Equity |
|
|
Atlanta
Capital Management Company - High Quality Growth Plus |
|
1.34 |
-0.70 |
3.75 |
10.05 |
5.22 |
-4.07 |
|
Colony
Capital Management - Domestic Equity |
|
1.62 |
-2.49 |
5.16 |
12.95 |
8.53 |
-4.45 |
|
Davis,
Hamilton, Jackson & Associates, L. P. - Quality Growth |
|
1.14 |
-1.63 |
3.41 |
7.94 |
4.64 |
-5.04 |
|
Deutsche
Asset Management - Large Cap Core Growth Equity |
|
2.80 |
1.53 |
6.06 |
11.72 |
6.81 |
-2.89 |
|
Eagle
Asset Management Inc. - Institutional Growth |
|
1.39 |
-4.42 |
-1.99 |
3.71 |
2.19 |
-9.77 |
|
Freedom
Capital Management, LLC - Core Growth Equity |
|
2.17 |
-1.50 |
2.83 |
8.00 |
4.58 |
-7.27 |
|
Freedom
Capital Management, LLC - Pure Growth Equity |
|
1.87 |
-1.28 |
0.88 |
6.29 |
3.22 |
-10.62 |
|
GLOBALT
Investments - Large Cap Opportunistic Growth |
|
|
|
ICC
Capital Management, Inc. - Large Cap Growth Equity |
|
0.69 |
-4.91 |
-1.52 |
10.34 |
11.08 |
-7.14 |
|
ING
Investment Management Americas - ING Large Cap Growth S & P 500 |
2.06 |
0.79 |
8.12 |
12.95 |
7.57 |
-4.40 |
|
Intrepid
Capital Management, Inc. - Intrepid C.A.T. |
|
-2.10 |
-2.50 |
2.30 |
11.61 |
8.22 |
0.78 |
|
Montag
& Caldwell, Inc. - Large Cap Growth |
|
1.35 |
-0.38 |
0.41 |
7.03 |
3.77 |
-4.59 |
|
Northern
Trust Global Investment Services - Northern Trust Large Cap Growth |
2.76 |
-0.33 |
3.59 |
8.67 |
2.61 |
-6.88 |
|
OakBrook
Investments, LLC - OakBrook Select Equity |
|
-2.73 |
-4.22 |
1.07 |
11.19 |
9.19 |
10.48 |
|
PEA
Capital LLC - Large Cap Growth |
|
|
|
2.03 |
-3.45 |
0.91 |
10.51 |
4.64 |
-9.71 |
|
RhumbLine
Advisers - Russell 1000 Growth Index Fund |
|
2.45 |
-1.75 |
1.63 |
9.44 |
7.28 |
-10.14 |
|
Roxbury
Capital Management, LLC - Large Cap - Gross |
|
1.23 |
-1.72 |
1.45 |
7.81 |
5.33 |
-12.46 |
|
Sawgrass
Asset Management LLC - Large Cap Growth Equity |
|
2.84 |
2.02 |
6.16 |
11.67 |
7.00 |
-0.17 |
|
State
Street Global Advisors - Large Cap Growth |
|
2.85 |
1.09 |
6.85 |
11.67 |
8.47 |
-10.52 |
|
Russell
1000 Growth |
|
2.46 |
-1.73 |
1.68 |
9.48 |
7.25 |
-10.36 |
|
S&P
500/Barra Growth |
|
0.14 |
-1.73 |
1.54 |
8.54 |
6.43 |
-7.87 |
|
DHJ
Lg. Cap Growth |
|
|
|
|
1.40 |
-1.45 |
3.90 |
8.57 |
5.08 |
-5.44 |
|
Buckhead
Lg. Cap Value |
|
|
|
|
1.21 |
1.70 |
9.83 |
16.29 |
n/a |
n/a |
|
Buckhead
Sm. Cap Value |
|
|
|
|
0.84 |
-2.06 |
7.35 |
n/a |
n/a |
n/a |
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 33 |
|
Performance of
Other Managers |
|
June 30, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
VALUE EQUITY |
|
Buckhead
Capital Management - Value Equity - Low P/E |
|
1.21 |
1.68 |
10.15 |
16.48 |
10.03 |
9.74 |
|
Crawford
Investment Counsel - Value Equity |
|
-0.77 |
-3.80 |
2.60 |
10.89 |
6.47 |
5.54 |
|
DePrince,
Race and Zollo Inc. - Large Cap Value Equity |
|
-0.76 |
-1.54 |
8.06 |
17.78 |
11.45 |
13.50 |
|
Eagle
Asset Management Inc. - Value -
Institutional |
|
1.52 |
3.19 |
14.69 |
17.93 |
10.29 |
6.69 |
|
Freedom
Capital Management, LLC - Lg Cap Value-Core Value Composite |
2.94 |
2.66 |
15.68 |
20.15 |
11.26 |
4.64 |
|
HGK
Asset Management, Inc. - Large Cap Value Equity |
|
1.70 |
2.65 |
10.36 |
18.50 |
10.40 |
7.20 |
|
ICC
Capital Management, Inc. - Core Value |
|
1.75 |
0.99 |
8.96 |
15.69 |
9.09 |
4.13 |
|
INVESCO
- Large Cap Value Equity |
|
|
|
Oppenheimer
Capital - All Cap Value Equity |
|
0.36 |
1.12 |
9.73 |
17.14 |
12.23 |
6.75 |
|
RhumbLine
Advisers - Russell 1000 Value Index Fund |
|
1.65 |
1.76 |
14.03 |
17.42 |
10.96 |
6.65 |
|
State
Street Global Advisors - Large Cap Value |
|
1.50 |
1.59 |
12.99 |
15.71 |
10.12 |
7.24 |
|
Westwood
Management Corporation - REIT Portfolio |
|
13.72 |
6.13 |
28.58 |
27.39 |
19.45 |
19.49 |
|
Russell
1000 Value |
|
1.67 |
1.76 |
14.06 |
17.54 |
11.00 |
6.56 |
|
S&P
500/Barra Value |
|
2.58 |
0.09 |
11.18 |
16.59 |
10.09 |
3.36 |
|
MID-CAP EQUITY |
|
GLOBALT
Investments - Mid Cap Growth |
|
|
|
HGK
Asset Management, Inc. - Mid Cap Value Equity |
|
3.12 |
1.12 |
14.04 |
21.29 |
14.71 |
16.75 |
|
RhumbLine
Advisers - S&P 400 Index Fund |
|
4.42 |
4.05 |
14.34 |
20.86 |
13.27 |
8.63 |
|
Roxbury
Capital Management, LLC - Small to Medium Capitalization Equity |
4.50 |
3.01 |
10.43 |
18.71 |
11.77 |
1.02 |
|
State
Street Global Advisors - Mid-Cap Strategy |
|
3.87 |
3.88 |
18.77 |
23.02 |
17.05 |
9.37 |
|
Russell
Midcap |
|
4.18 |
3.92 |
17.12 |
23.10 |
15.86 |
7.34 |
|
S&P
Midcap 400 |
|
4.26 |
3.85 |
14.03 |
20.81 |
13.16 |
8.49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DHJ
Lg. Cap Growth |
|
|
|
|
1.40 |
-1.45 |
3.90 |
8.57 |
5.08 |
-5.44 |
|
Buckhead
Lg. Cap Value |
|
|
|
|
1.21 |
1.70 |
9.83 |
16.29 |
n/a |
n/a |
|
Buckhead
Sm. Cap Value |
|
|
|
|
0.84 |
-2.06 |
7.35 |
n/a |
n/a |
n/a |
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 34 |
|
|
|
|
Performance of
Other Managers |
|
June 30, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
SMALL CAP EQUITY |
|
Atlanta
Capital Management Company - High Quality Small Cap Value |
2.24 |
-0.08 |
12.09 |
17.79 |
11.41 |
13.38 |
|
Eagle
Asset Management Inc. - Small Cap Core - Institutional |
|
3.84 |
0.53 |
13.40 |
21.22 |
12.75 |
12.88 |
|
Eagle
Asset Management Inc. - Small Cap Growth - Institutional |
|
3.38 |
-1.12 |
9.94 |
21.25 |
13.05 |
5.22 |
|
Sawgrass
Asset Management LLC - Small Cap Growth Equity |
|
2.13 |
0.96 |
10.89 |
18.83 |
7.63 |
-3.24 |
|
State
Street Global Advisors - Small Cap Growth Opportunities |
|
1.07 |
-6.52 |
0.86 |
16.09 |
9.81 |
-3.73 |
|
Wellington
Management Company, LLP - Small Cap 2000 (Closed) |
4.81 |
0.60 |
10.16 |
22.59 |
14.54 |
8.58 |
|
Russell
2000 |
|
4.32 |
-1.25 |
9.45 |
20.82 |
12.81 |
5.71 |
|
S&P
SmallCap 600 |
|
3.94 |
1.79 |
13.45 |
23.87 |
13.95 |
10.51 |
|
INTERNATIONAL
EQUITY |
|
ICC
Capital Management, Inc. - International ADR Equity |
|
3.92 |
-0.97 |
8.58 |
22.02 |
12.39 |
-1.09 |
|
Oppenheimer
Capital - International Equity |
|
-1.08 |
-1.45 |
13.36 |
19.51 |
13.28 |
3.62 |
|
State
Street Global Advisors - International Index (EAFE) |
|
-0.89 |
-1.00 |
13.85 |
22.08 |
11.80 |
-0.66 |
|
MSCI
EAFE |
|
-0.75 |
-0.85 |
14.13 |
23.13 |
12.51 |
-0.17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DHJ
Lg. Cap Growth |
|
|
|
|
1.40 |
-1.45 |
3.90 |
8.57 |
5.08 |
-5.44 |
|
Buckhead
Lg. Cap Value |
|
|
|
|
1.21 |
1.70 |
9.83 |
16.29 |
n/a |
n/a |
|
Buckhead
Sm. Cap Value |
|
|
|
|
0.84 |
-2.06 |
7.35 |
n/a |
n/a |
n/a |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 35 |
|
|
|
|
Performance of
Other Managers |
|
June 30, 2005 |
|
|
|
Qtr |
YTD |
1Yr |
2Yr |
3Yr |
5Yr |
|
CORE FIXED INCOME |
|
Atlanta
Capital Management Company - High Quality Broad Market |
3.25 |
3.44 |
7.19 |
3.64 |
5.30 |
7.06 |
|
Eagle
Asset Management Inc. - Core Fixed Income - Institutional |
|
3.27 |
2.53 |
5.84 |
3.27 |
5.21 |
7.17 |
|
Freedom
Capital Management, LLC - Core Fixed Income-Aggregate |
2.99 |
2.61 |
6.78 |
3.38 |
5.32 |
6.89 |
|
Freedom
Capital Management, LLC - Core Fixed Income-Gov't/Credit |
3.46 |
2.95 |
7.38 |
3.16 |
5.75 |
7.05 |
|
HGK
Asset Management, Inc. - Domestic Fixed Income |
|
2.83 |
2.68 |
7.35 |
3.64 |
6.65 |
7.28 |
|
ICC
Capital Management, Inc. - Core Fixed Income |
|
3.21 |
2.81 |
5.82 |
3.01 |
5.19 |
7.08 |
|
INVESCO
- Core Fixed Income |
|
|
|
Oppenheimer
Capital - Fixed Income |
|
3.00 |
2.68 |
6.47 |
3.52 |
5.70 |
7.42 |
|
Rockwood
Capital Advisors - Strategic Duration |
|
1.44 |
1.50 |
4.07 |
2.27 |
4.08 |
5.89 |
|
Sawgrass
Asset Management LLC - Core Fixed Income |
|
2.93 |
2.80 |
6.72 |
3.58 |
5.82 |
7.48 |
|
State
Street Global Advisors - Bond Market Fund |
|
0.23 |
-0.10 |
4.26 |
2.34 |
5.05 |
6.99 |
|
Westwood
Management Corporation - Fixed Income |
|
2.87 |
2.67 |
6.23 |
2.92 |
5.47 |
7.21 |
|
Lehman
Aggregate Bond |
|
3.01 |
2.52 |
6.81 |
3.52 |
5.76 |
7.41 |
|
Lehman
Gov/Credit Bond |
|
3.44 |
2.74 |
7.26 |
3.20 |
6.41 |
7.71 |
|
INTERMEDIATE
FIXED INCOME |
|
Colony
Capital Management - Domestic Fixed |
|
1.31 |
0.94 |
2.21 |
0.98 |
3.19 |
5.50 |
|
Davis,
Hamilton, Jackson & Associates, L. P. - Intermediate Fixed Income |
2.67 |
2.29 |
6.09 |
2.90 |
5.50 |
7.16 |
|
Eagle
Asset Management Inc. - Intermediate Conservative-Institutional |
2.13 |
1.48 |
3.81 |
2.18 |
4.25 |
6.48 |
|
Sawgrass
Asset Management LLC - Intermediate Fixed Income |
|
2.16 |
1.41 |
4.50 |
2.21 |
4.56 |
6.53 |
|
State
Street Global Advisors - Intermediate Bond Fund |
|
2.48 |
1.59 |
5.03 |
2.56 |
5.18 |
6.97 |
|
Lehman
Gov/Credit-Intermediate |
|
2.48 |
1.58 |
4.77 |
2.33 |
5.08 |
6.87 |
|
|
DHJ
Fixed Income |
|
|
|
|
|
2.73 |
2.38 |
6.11 |
3.03 |
5.73 |
7.39 |
|
Invesco
Fixed Income |
|
|
|
|
2.89 |
2.58 |
6.70 |
3.37 |
5.11 |
6.91 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ASSET CONSULTING GROUP |
|
|
a division of Gabriel,
Roeder, Smith, & Co. |
|
Page 36 |
|
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