| U.S. Market Overview in Style |
| Trailing Returns % |
| |
3-Month |
YTD |
1-Yr |
3-Yr |
5-Yr |
10-Yr |
| Morningstar Indexes |
|
|
|
|
|
|
| US Market |
-2.09 |
3.32 |
9.88 |
12.78 |
3.48 |
8.38 |
|
|
| Large Cap |
-1.53 |
2.58 |
8.36 |
10.32 |
1.45 |
7.51 |
| Mid Cap |
-3.05 |
4.70 |
14.13 |
19.30 |
8.80 |
10.32 |
| Small Cap |
-4.72 |
7.31 |
13.77 |
19.49 |
9.48 |
9.87 |
|
|
| US Value |
1.38 |
7.88 |
12.96 |
16.69 |
8.09 |
NA |
| US Core |
-2.65 |
2.87 |
9.54 |
12.97 |
4.51 |
NA |
| US Growth |
-5.20 |
-1.01 |
6.94 |
8.48 |
-3.05 |
NA |
|
|
| Large Value |
2.23 |
8.36 |
13.38 |
15.04 |
6.35 |
NA |
| Large Core |
-2.10 |
2.06 |
8.16 |
10.73 |
2.22 |
NA |
| Large Growth |
-5.12 |
-3.14 |
3.09 |
4.86 |
-5.25 |
NA |
|
|
| Mid Value |
-0.32 |
6.28 |
11.70 |
20.96 |
12.28 |
NA |
| Mid Core |
-4.01 |
3.53 |
12.46 |
18.51 |
10.89 |
NA |
| Mid Growth |
-4.56 |
4.42 |
18.24 |
18.00 |
2.64 |
NA |
|
|
| Small Value |
-3.32 |
6.87 |
11.53 |
20.49 |
14.90 |
NA |
| Small Core |
-3.22 |
10.22 |
16.57 |
21.69 |
12.38 |
NA |
| Small Growth |
-7.62 |
4.69 |
13.27 |
16.11 |
1.57 |
NA |
|
 |
 |
| Biggest Influence on Index Performance |
| |
YTD Return % |
Constituent
Weight % |
| Best Performing Index |
|
|
| Small Core |
10.22 |
|
|
|
| RSA Security Inc. |
141.18 |
0.28 |
| Oceaneering International Inc. |
84.21 |
0.44 |
| Chaparral Steel Co. |
138.08 |
0.24 |
| Aztar Corp. |
70.98 |
0.38 |
| General Cable Corp. |
77.67 |
0.34 |
| |
|
|
| Worst Performing Index |
|
|
| Large Growth |
-3.14 |
|
|
|
| Intel Corp. |
-23.08 |
4.99 |
| United Health Group Inc. |
-27.89 |
2.78 |
| Amgen Inc. |
-17.28 |
3.20 |
| eBay Inc. |
-32.23 |
1.48 |
| Medtronic Inc. |
-18.17 |
2.29 | |
   | |
