|
3-Month |
YTD |
1-Yr |
3-Yr |
5-Yr |
10-Yr |
| Morningstar Indexes |
|
|
|
|
|
|
| US Market |
7.51 |
–1.33 |
–34.70 |
–10.55 |
–1.88 |
–1.72 |
| Large Cap |
5.51 |
–3.07 |
–34.82 |
–10.06 |
–2.52 |
–3.32 |
| Mid Cap |
12.27 |
3.46 |
–36.02 |
–11.97 |
–0.22 |
2.27 |
| Small Cap |
14.89 |
2.92 |
–30.48 |
–12.28 |
–0.82 |
4.17 |
| US Value |
3.42 |
–8.48 |
–38.51 |
–13.07 |
–2.28 |
0.11 |
| US Core |
7.19 |
–2.67 |
–31.94 |
–8.87 |
–0.72 |
0.09 |
| US Growth |
11.91 |
8.00 |
–34.17 |
–10.20 |
–3.14 |
–6.15 |
| Large Value |
–0.16 |
–11.25 |
–40.68 |
–13.29 |
–2.99 |
–1.33 |
| Large Core |
5.24 |
–5.05 |
–31.42 |
–7.95 |
–0.88 |
–1.25 |
| Large Growth |
11.52 |
8.51 |
–33.04 |
–9.55 |
–4.45 |
–8.29 |
| Mid Value |
12.52 |
–1.18 |
–33.21 |
–13.04 |
–0.76 |
3.51 |
| Mid Core |
11.80 |
4.19 |
–35.22 |
–11.43 |
–0.71 |
2.98 |
| Mid Growth |
12.55 |
7.48 |
–39.51 |
–11.79 |
0.45 |
–0.41 |
| Small Value |
14.81 |
–0.92 |
–30.79 |
–12.26 |
–0.66 |
5.73 |
| Small Core |
16.35 |
5.25 |
–31.02 |
–12.63 |
–0.24 |
7.32 |
| Small Growth |
13.57 |
4.38 |
–29.82 |
–12.38 |
–1.98 |
–0.34 |
|
 |
 |
|
|
|
| Best Performing Index |
YTD Return %
|
Constituent Weight %
|
| Large Growth |
8.51 |
|
| Apple Inc. |
47.43 |
7.75 |
| Google Inc. Cl A |
28.71 |
4.32 |
| Cisco Systems Inc. |
18.53 |
4.84 |
| Qualcomm Inc. |
18.67 |
4.86 |
| Schering-Plough Corp. |
36.02 |
4.14 |
|
|
|
|
|
|
| Worst Performing Index |
YTD Return %
|
Constituent Weight %
|
| Large Value |
–11.25 |
|
| Exxon Mobil Corp. |
–16.07 |
18.69 |
| Pfizer Inc. |
–22.91 |
5.50 |
| Bank of America Corp. |
–36.40 |
3.25 |
| Citigroup Inc. |
–54.43 |
1.68 |
| Chevron Corp. |
–9.81 |
6.92 |
|
|
 |
|
| Notes and Disclaimer: ©2009 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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