Sunrise Police Pension Plan
Compliance Report
December 31, 2008
YES NO
DHJ TOTAL FUND(excluding Fixed A+fund)
           
1. Did the total return, over the trailing 3- and 5-year periods, exceed the policy, which is comprised of 33.3% S&P500 and 66.6% BCIGC? [2.06 vs. 0.39; 2.92 vs. 1.94]  
2. Did the total return, over the trailing 3- and 5-year periods, lie in the top 50th percentile of the 33.3% Br.Lg. Cap Core & 66.6% Br. Fixed Universe? [2nd, 6th]
3. Did the total return equal or exceed the 8.5% target rate of return over the trailing 3- and 5-year periods? [2.06, 2.92]
DHJ LG. CAP GROWTH EQUITY
1. Did the equity return, over the trailing 3- and 5-year periods, exceed the R1000G policy?                                             [-8.48 vs. -9.11; -3.05 vs. -3.43]
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 Conservative Universe? [25th, 47th]
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 BCIGC
1. Did the fixed income return, over the trailing 3- and 5-year periods, exceed the BCIGC?                                                      [6.15 vs. 5.51; 4.98 vs. 4.21]
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? [3rd, 2nd]
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?
DHJ FIXED INCOME A+ (INC. 01/01/2007)
1. Did the fixed income return, over the trailing 3- and 5-year periods, exceed the BCAB A+?                                                [Inception: 7.07 vs. 6.76]
Did the fixed income return, over the trailing 3- and 5-year periods, lie in the top 50th percentile of the Broad Fixed Universe? [2-Year: 5th]
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?
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