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INVESTMENT RETURNS
Three Year Annualized Average Return
2004 to 2006
minus fees and charges
| |
Income
Yield |
Capital
Change |
Total
Return |
Fund A (Income)
|
3.25% |
(1.25%) |
2.00% |
Fund B1 (Income/Growth)
|
2.71% |
3.26% |
5.97% |
Fund B2 (Balanced)
|
1.97% |
5.25% |
7.22% |
Fund B3 (Growth/Income)
|
1.63% |
5.92% |
7.55% |
| Fund A |
Income
100% Fixed Income
50% LBIGC, 50% LB Govt 1-3 YR |
| Fund B1 |
Income with Growth
35% Stock/65% Fixed Income
12.5% R1000 Growth, 12.5% R1000 Value,
5% MSCI EAFE, 2.5% R2000 Grth, 2.5% RMidCpVal,
32.5% LBIGC, 32.5% LB Govt 1-3 YR |
| Fund B2 |
Balanced
50% Stocks/50% Fixed Income
12.5% R1000 Growth, 12.5% R1000 Value,
5% MSCI EAFE, 2.5% $2000 Grth, 2.5% RMidCpVal,
32.5% LBIGC, 32.5% LB Govt 1-3 YR |
| Fund B3 |
Growth with Income
65% Stock/35% Fixed Income
20% R1000 Growth, 20% R1000 Value,
12.5% MSCI EAFE, 6.25% R2000 Grth, 6.25% RMidCpVal,
17.5% LBIGC, 17.5% LB Govt 1-3 YR |
Services and Fees
Investment Philosophy and Choice of Funds
Managers for Funds
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