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Morningstar U.S. Style Overview Jan. 1 – Oct. 30, 2009
Trailing Returns %
3-Month YTD 1-Yr 3-Yr 5-Yr 10-Yr
Morningstar Indexes
US Market 5.28 18.26 11.08 –6.56 1.04 –0.12
Large Cap 5.15 15.96 8.91 –6.56 0.58 –1.87
Mid Cap 6.25 25.10 17.98 –6.64 2.26 4.44
Small Cap 3.87 23.15 14.42 –7.03 1.56 5.94
US Value 5.54 10.31 4.68 –10.01 0.10 2.66
US Core 4.83 16.11 10.93 –5.25 1.94 1.64
US Growth 5.51 29.31 17.68 –4.73 0.63 –5.31
Morningstar Market Barometer YTD Return %
Large Cap
US Market
18.26
15.96
Value
10.31
Core
16.11
Growth
29.31
5.87 13.07 30.88
Large Value 4.80 5.87 0.47 –10.92 –0.55 1.04
Large Core 4.58 13.07 8.27 –4.74 1.85 –0.01
Large Growth 6.20 30.88 18.56 –4.34 –0.22 –7.40
Mid Cap
25.10
22.85 24.81 27.60
Mid Value 7.57 22.85 17.78 –7.93 1.58 6.59
Mid Core 5.69 24.81 19.30 –6.86 1.89 5.81
Mid Growth 5.53 27.60 16.56 –5.52 2.99 0.31
Small Cap
23.15
23.44 26.40 19.50
Small Value 7.69 23.44 14.05 –6.93 1.78 8.75
Small Core 5.00 26.40 16.66 –7.73 1.78 9.03
Small Growth –0.87 19.50 12.36 –6.89 0.76 0.25
–8.00 –4.00 0.00 +4.00 +8.00
Sector Index YTD Return %
Hardware 47.95
Software 37.38
Industry Leaders & Laggards YTD Return %
Broadcasting - Radio 388.33
Auto Manufacturers - Major 205.68
Biggest Influence on Style Index Performance
Best Performing Index
YTD
Return %
Large Growth 30.88
Constituent
Weight %
Media 25.77
Consumer Services 22.37
Industrial 19.73
Business Services 19.24
Copper 177.69
Online Retail 124.35
Marketing Services 115.86
Personal Computers 106.58
Apple Inc. 120.86 4.09
Microsoft Corp. 45.39 8.28
Google Inc. Cl A 74.26 3.95
Cisco Systems Inc. 39.94 5.17
Schlumberger Ltd. 48.76 2.72
Consumer Goods 16.28
Energy 16.01
Financial Services 11.74
Healthcare 8.77
Utilities 0.90
0.08
–15.00 Water Utilities
Worst Performing Index
Large Value 5.87
–21.13 Regional - Mid -Atlantic Banks
JPMorgan Chase & Co. 34.68 4.95
–24.13 Regional - Pacific Banks
Morgan Stanley 103.93 0.65
–25.96 Regional - Southeast Banks Ford Motor Co. 205.68 0.22
–40.32 Major Airlines
Anadarko Petroleum Corp. 59.04 0.74
Chevron Corp. 6.54 6.32
–43.01 Photographic Equipment & Supplies
1-Year
3-Year
5-Year
Value
Core
Growth
Value
Core
Growth
Value
Core
Growth
Large Cap
0.47
8.27
18.56
Large Cap
–10.92
–4.74
–4.34
Large Cap
–0.55
1.85
–0.22
Mid Cap
17.78
19.30 16.56
Mid Cap
–7.93
–6.86 –5.52
Mid Cap
1.58
1.89 2.99
Small Cap
14.05
16.66 12.36
Small Cap
–6.93
–7.73 –6.89
Small Cap
1.78
1.78 0.76
–20 –10 0 +10 +20
–20 –10 0 +10 +20
–20 –10 0 +10 +20
Source: Morningstar. Data as of 10/30/09
Source: Morningstar. Data as of 2/29/08
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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