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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 2.72 -0.35 55.50 –5.22 1.10 0.43
Large Cap 0.65 -1.03 49.49 –5.41 0.51 –1.27
Mid Cap 7.81 1.40 71.06 –5.20 2.61 4.94
Small Cap 9.75 1.55 77.07 –4.29 2.30 5.42
US Value 1.90 0.44 53.75 –9.19 –0.46 5.13
US Core 3.57 0.35 57.59 –3.48 2.04 3.30
US Growth 2.63 -1.96 54.79 –3.29 1.39 –6.76
Large Value -0.57 -0.19 42.76 –10.49 –1.54 3.20
Large Core 1.80 -0.05 52.90 –3.00 1.87 1.46
Large Growth 0.66 -2.97 52.43 –3.02 0.75 –8.41
Mid Value 7.59 1.91 84.10 –6.66 1.95 10.03
Mid Core 7.95 1.29 68.68 –5.46 2.18 8.55
Mid Growth 7.90 0.99 61.92 –3.89 3.38 –2.50
Small Value 11.71 2.86 96.42 –3.51 3.23 11.81
Small Core 9.32 1.50 78.23 –5.35 2.03 9.22
Small Growth 8.16 0.23 59.24 –4.51 1.30 –3.76
Morningstar Data
Morningstar Data
Biggest Influence on Style Index Performance
YTD Constituent
Return % Weight %
Best Performing Index
Small Value 2.86
Zions Bancorp 44.59 0.66
Lexmark International Inc. 29.75 0.76
AMR Corp. 18.89 0.96
Eastman Kodak Co. 40.76 0.40
Huntsman Corp. 21.61 0.70
Worst Performing Index
Large Value –2.97
Google Inc. Cl A –15.03 5.58
Qualcomm Inc. –20.35 2.83
Microsoft Corp. –5.51 9.01
Monsanto Co. –13.31 1.65
Apple Inc. –2.90 7.00

Morningstar Data
Source: Morningstar. Data as of Dec. 31, 2009.

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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