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U.S. Market Overview In Style
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Trailing Returns %
Morningstar Indexes
3-Month
YTD
1-Yr
3-Yr
5-Yr
10-Yr
US Market 0.30 5.89 5.89 9.29 13.90 6.13
Large Cap 1.02 6.65 6.65 9.05 12.53 5.10
Mid Cap -1.25 5.20 5.20 10.68 17.54 8.67
Small Cap -3.19 -0.65 -0.65 7.14 16.94 8.13
US Value -4.15 -1.90 -1.90 9.49 14.75 7.78
US Core 0.94 6.40 6.40 9.03 14.02 7.13
US Growth 4.08 13.74 13.74 8.97 12.61 2.57
Large Value -3.74 -0.43 -0.43 10.27 14.05 7.09
Large Core 2.80 8.60 8.60 9.23 13.12 6.22
Large Growth 4.04 12.26 12.26 7.08 9.95 0.89
Mid Value -5.52 -5.49 -5.49 7.78 16.16 9.40
Mid Core -3.67 1.94 1.94 8.78 16.26 9.03
Mid Growth 4.97 19.59 19.59 15.13 19.78 6.83
Small Value -4.92 -8.11 -8.11 5.04 16.42 9.69
Small Core -7.37 -5.40 -5.40 6.80 16.50 10.87
Small Growth 2.01 11.01 11.01 8.94 17.49 4.03
Biggest Influence on Style Index Performance
Best Performing Index
YTD
Return %
Constituent
Weight %
Mid Growth 19.59  
Intuitive Surgical Inc. 236.81 0.44
McDermott International Inc. 132.13 0.69
Consol Energy Inc. 124.19 0.73
Smith International Inc. 81.06 1.07
Jacobs Engineering Group Inc. 133.32 0.59
Worst Performing Index    
Small Value -8.11  
Radian Group Inc. -78.26 1.14
MGIC Investment Corp. -63.88 1.37
IndyMac Bancorp Inc. -85.82 0.84
Circuit City Stores Inc. -77.45 0.87
Health Management Associates Inc. Cl A -44.14 1.34
 

Notes and Disclaimer: ©2006 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.

Source: Morningstar. Data as of 12/31/07.

 

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