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Stats
U.S. Market Overview In Style
Written by IndexUniverse Staff   
Friday, 05 June 2009 00:00
Trailing Returns %
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
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Biggest Influence on Style Index Performance
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
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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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