|
Trailing Returns % |
| |
3-Month |
YTD |
1-Yr |
3-Yr |
5-Yr |
1O-Yr |
|
Morningstar Indexes |
|
|
|
|
|
|
|
US Market |
3.76 |
0.15 |
8.31 |
9.68 |
-1.50 |
9.87 |
|
|
|
Large Cap |
2.44 |
-0.73 |
5.76 |
7.62 |
-4.52 |
9.22 |
|
Mid Cap |
7.78 |
3.38 |
16.35 |
15.03 |
6.74 |
11.12 |
|
Small Cap |
5.63 |
-0.25 |
11.25 |
15.26 |
8.27 |
10.94 |
|
|
|
US Value |
6.15 |
2.97 |
14.97 |
10.97 |
9.43 |
NA |
|
US Core |
2.13 |
-1.21 |
8.59 |
10.20 |
1.79 |
NA |
|
US Growth |
2.93 |
-1.50 |
0.98 |
7.51 |
-14.46 |
NA |
|
|
|
Large Value |
5.01 |
2.31 |
13.11 |
8.91 |
6.54 |
NA |
|
Large Core |
0.80 |
-2.03 |
6.86 |
8.65 |
-1.79 |
NA |
|
Large Growth |
1.37 |
-2.82 |
-3.36 |
4.88 |
-17.31 |
NA |
|
|
|
Mid Value |
10.13 |
6.13 |
21.15 |
16.19 |
17.06 |
NA |
|
Mid Core |
6.01 |
1.32 |
13.34 |
14.20 |
12.69 |
NA |
|
Mid Growth |
7.19 |
2.68 |
14.47 |
14.29 |
-7.14 |
NA |
|
|
|
Small Value |
6.60 |
0.73 |
16.11 |
16.79 |
19.99 |
NA |
|
Small Core |
5.77 |
0.51 |
13.98 |
15.82 |
14.36 |
NA |
|
Small Growth |
4.35 |
-2.24 |
3.34 |
13.03 |
-7.12 |
NA | |
|
|
 |
|
|
Biggest Influence on Index Performance |
| |
YTD |
Constituent |
| |
Return % |
Weight % |
|
Best Performing Index |
|
|
|
Mid Value |
6.13 |
|
|
|
|
McKesson Corp. |
42.75 |
0.96 |
|
CIGNACorp. |
31.27 |
1.24 |
|
May Department Stores Co. |
38.27 |
0.95 |
|
Federated Department Stores Inc. |
27.27 |
1.10 |
|
Constellation Energy Group Inc. |
33.52 |
0.85
|
| |
|
|
|
Worst Performing Index |
|
|
|
Large Growth |
-2.82 |
|
|
|
|
eBay Inc. |
-43.25 |
2.17 |
|
Microsoft Corp. |
-6.44 |
9.73 |
|
Qualcomm Inc. |
-21.79 |
2.60 |
|
Time Warner Inc. |
-14.09 |
3.22 |
|
Wal-Mart Stores Inc. |
-8.18 |
5.25 | |
|
| |
