| U.S. Market Overview in Style |
|
Trailing Returns % |
| |
3-Month |
YTD |
1-Yr |
3-Yr |
5-Yr |
10-Yr |
|
Morningstar Indexes |
|
|
|
|
|
|
|
US Market |
4.61 |
8.10 |
10.75 |
12.92 |
8.05 |
8.55 |
|
|
|
Large Cap |
5.71 |
8.67 |
11.08 |
11.31 |
5.87 |
7.78 |
|
Mid Cap |
1.65 |
5.83 |
9.50 |
17.28 |
13.65 |
10.16 |
|
Small Cap |
1.15 |
8.10 |
10.18 |
16.29 |
15.13 |
9.88 |
|
|
|
US Value |
6.16 |
14.66 |
15.42 |
18.27 |
11.44 |
N/A |
|
US Core |
5.34 |
8.42 |
11.82 |
13.44 |
7.94 |
N/A |
|
US Growth |
1.98 |
0.81 |
4.51 |
6.84 |
4.38 |
N/A |
|
|
|
Large Value |
7.24 |
16.46 |
16.84 |
17.67 |
9.81 |
N/A |
|
Large Core |
6.32 |
8.75 |
12.22 |
12.07 |
5.60 |
N/A |
|
Large Growth |
3.15 |
0.10 |
3.40 |
3.85 |
1.84 |
N/A |
|
|
|
Mid Value |
2.95 |
9.10 |
11.07 |
19.86 |
15.25 |
N/A |
|
Mid Core |
2.85 |
5.95 |
9.29 |
16.58 |
14.34 |
N/A |
|
Mid Growth |
-0.89 |
2.56 |
8.04 |
15.11 |
10.62 |
N/A |
|
|
|
Small Value |
2.99 |
10.16 |
11.11 |
18.45 |
17.78 |
N/A |
|
Small Core |
1.51 |
11.50 |
14.12 |
18.92 |
16.94 |
N/A |
|
Small Growth |
-1.01 |
2.66 |
5.33 |
11.42 |
10.37 |
N/A |
|
 |
 |
|
Biggest Influence on Index Performance |
| |
YTD Return % |
Constituent
Weight % |
|
Best Performing Index |
|
|
|
Large Value |
16.46 |
|
|
|
|
Exxon Mobil Corp.. |
21.17 |
10.53 |
| Pfizer Inc. |
24.70 |
5.11 |
| Bank of America Corp. |
19.46 |
5.49 |
| AT&T Inc. |
37.03 |
2.83 |
| BellSouth Corp |
60.96 |
1.46 |
| |
|
|
|
Worst Performing Index |
|
|
|
Large Growth |
0.10 |
|
|
|
| Cisco Systems Inc. |
34.23 |
3.70 |
| Oracle Corp. |
45.29 |
1.58 |
| Schlumberger Ltd. |
28.47 |
1.88 |
| Walt Disney Co. |
28.95 |
1.58 |
| Comcast Corp. Cl A |
42.36 |
1.07 |
|
   |
|
