Cumulative Returns Through July 31, 2010 Portfolio Performance vs. Market Benchmarks PORTFOLIO 1 Objective: Large Cap Value Benchmark: S&P 500 Inception Date: 7/1/1991 Security Selection Method: Bottom-Up Fundamental Number of Holdings: 10 Holding Type: Domestic Stocks Rebalancing Frequency: As Needed PORTFOLIO 2 Objective: Small Cap Value Benchmark: Russell 2000 Inception Date: 7/1/1997 Security Selection Method: Bottom-Up Fundamental Number of Holdings: 10 Holding Type: Domestic Stocks Rebalancing Frequency: As Needed PORTFOLIO 3 Objective: Large Cap Benchmark: S&P 500 Inception Date: 7/1/2000 Security Selection Method: Quantitative Number of Holdings: 30 Holding Type: Domestic Stocks Rebalancing Frequency: Even Months PORTFOLIO 4 Objective: Large Cap Benchmark: S&P 500 Inception Date: 7/1/2000 Security Selection Method: Quantitative Number of Holdings: 47 Holding Type: Domestic Stocks Rebalancing Frequency: June & December PORTFOLIO 5 Objective: Multi-Cap Benchmark: S&P 1500 Inception Date: 1/1/2002 Security Selection Method: Quantitative Number of Holdings: 9 Holding Type: Equity ETFs Rebalancing Frequency: Quarterly PORTFOLIO 6 Objective: Balanced Benchmark: Static and Buy-and-Hold Inception Date: 1/1/2004 Security Selection Method: Quantitative Number of Holdings: 5 Holding Type: Equity and Fixed Income ETFs Rebalancing Frequency: Quarterly Capital Change only, Dividends Excluded Data Sources: A-T Financial, S&P ComStock, Quantview Search this site! Just enter you key word or words: Get current quotes or follow your own custom portfolio, courtesy of E-Line Financials:   Search:TickerName Company DataQuickQuote   Best experienced with Click here to start.   Homepage Return to Top