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? [8.25 vs. 10.70; 0.80 vs.
3.16]
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? [82nd, 40th]
3.
Did the total return
equal or exceed the 8.5% target rate of return over the trailing 3- and
5-year periods? [8.25, 0.80]
DHJ LG. CAP GROWTH
EQUITY
1.
Did the equity
return, over the trailing 3- and 5-year periods, exceed the S&P500
policy?[12.30 vs. 16.72; -4.86 vs. -1.49]
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? [82nd, 35th]
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?[4.07 vs. 3.36; 6.71 vs. 6.44]
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? [26th, 7th]
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?[3.19 vs. 3.56; 6.17 vs. 6.48]
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? [55th, 35th]
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?
