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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 11.94 7.97 40.56 –4.30 3.52 0.57
Large Cap 9.8 5.93 36.34 –4.97 2.52 –1.30
Mid Cap 16.95 12.65 51.37 –3.30 5.75 5.35
Small Cap 19.38 15.27 54.27 –1.31 6.71 6.65
US Value 11.13 8.91 40.35 –8.35 1.86 4.72
US Core 12.32 8.8 40.81 –2.40 4.41 3.14
US Growth 12.39 6.06 40.43 –2.45 3.99 –6.14
Large Value 8.78 6.82 34.06 –10.24 0.48 2.74
Large Core 10.14 6.97 36.92 –2.43 3.74 1.24
Large Growth 10.53 3.87 38.2 –2.51 2.93 –8.05
Mid Value 16.88 13.8 56.67 –4.43 4.71 9.59
Mid Core 16.92 12.39 49.87 –3.42 5.47 8.26
Mid Growth 17.08 11.76 47.7 –2.46 6.76 –1.26
Small Value 19.75 17.01 65.68 –0.06 7.36 11.96
Small Core 20.14 16.08 54.24 –2.23 6.75 9.89
Small Growth 18.1 12.54 43.37 –2.16 5.65 –1.41
Morningstar Data
Morningstar Data
Biggest Influence on Style Index Performance
YTD Constituent
Return % Weight %
Best Performing Index
Small Value 17.01
Zions Bancorp 124.05 0.66
Lexmark International Inc. 42.61 0.76
Apartment Investment & Management Co. 40.77 0.69
Brunswick Corp. 64.44 0.42
CBL & Associates Properties Inc. 53.16 0.50
Worst Performing Index
Large Growth 3.87
Apple Inc. 23.90 7.00
Cisco Systems Inc. 12.49 5.16
Schlumberger Ltd. 10.08 2.90
Emerson Electric Co. 23.51 1.20
CVS Caremark Corp. 15.19 1.70

Morningstar Data
Source: Morningstar. Data as of April 30, 2010.

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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