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Morningstar U.S. Style Overview
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Trailing Returns %
Morningstar Indexes 3-Month YTD 1-Yr 3-Yr 5-Yr 10-Yr
US Market 15.30 9.48 4.92 26.50 2.10 5.00
Large Cap 14.96 8.95 5.74 24.14 1.64 3.79
Mid Cap 16.02 11.28 3.29 32.43 2.98 8.00
Small Cap 16.81 10.03 0.83 33.81 3.51 8.22
US Value 14.41 6.61 0.72 24.26 –1.31 4.98
US Core 15.55 9.27 6.13 27.11 3.25 5.60
US Growth 16.21 12.89 7.77 28.06 4.21 3.89
Large Value 13.66 5.55 0.76 20.92 –2.32 3.80
Large Core 14.90 8.66 6.74 24.69 2.98 4.46
Large Growth 16.71 13.06 9.46 26.70 4.03 2.49
Mid Value 16.23 9.56 0.40 32.41 0.54 7.54
Mid Core 17.17 11.15 6.15 33.68 3.69 8.53
Mid Growth 14.72 13.29 3.23 31.27 4.43 7.37
Small Value 16.86 9.14 1.41 37.02 3.34 9.36
Small Core 18.41 10.94 –0.88 33.28 2.44 8.46
Small Growth 15.06 9.96 2.02 31.34 4.41 6.46
Morningstar Data
Morningstar Data
Biggest Influence on Style Index Performance
YTD Constituent
Return % Weight %
Best Performing Index
Mid Growth 13.29
Regeneron Pharmaceuticals Inc. 89.05 0.49
Teradata Corp. 37.19 1.00
Fastenal Co. 21.24 1.57
Illumina Inc. 68.14 0.46
Pioneer Natural Resources Co. 22.53 1.33
Worst Performing Index
Large Value 5.55
JPMorgan Chase & Co. 18.86 3.93
Citigroup Inc. 26.68 2.37
General Electric Co. 7.30 5.88
Goldman Sachs Group Inc. 27.71 1.20
Exxon Mobil Corp. 2.62 12.63

Morningstar Data
Source: Morningstar. Data as of Feb. 29, 2012.

Notes and Disclaimer: ©2012 Morningstar, Inc. All Rights Reserved. Unless otherwise noted, all data is as of most recent month end. Multi-year returns are annualized. NA: Not Available. Biggest Influence on Index Performance lists are calculated by multiplying stock returns for the period by their respective weights in the index as of the start of the period. Sector and Industry Indexes are based on Morningstar's proprietary sector classifications. The information contained herein is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
 

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