Morningstar U.S. Style Overview jf14

January 17, 2014

Trailing Returns %
Morningstar Indexes 3-Month YTD 1-Yr 3-Yr 5-Yr 10-Yr
US Market 4.96 26.14 28.27 16.86 16.38 8.19
Large Cap 4.74 24.81 25.89 16.45 14.89 7.33
Mid Cap 5.47 29.43 34.55 17.77 20.26 10.37
Small Cap 5.75 30.52 36.14 18.09 20.44 10.14
US Value 2.20 24.59 25.62 15.38 13.81 7.82
US Core 4.57 28.44 31.60 18.64 17.32 9.26
US Growth 8.12 25.64 27.90 16.55 17.99 7.22
Large Value 1.09 21.45 21.21 14.33 11.52 6.71
Large Core 4.08 28.83 30.96 18.73 15.93 8.75
Large Growth 9.04 24.67 26.04 16.27 17.30 6.17
Mid Value 5.54 35.00 39.86 18.30 19.98 10.6
Mid Core 6.12 27.10 32.89 18.69 21.43 10.44
Mid Growth 4.80 26.40 31.14 16.27 19.24 9.81
Small Value 3.57 27.59 32.39 17.75 20.37 10.76
Small Core 5.23 29.16 35.94 17.05 19.80 10.15
Small Growth 8.47 34.94 40.20 19.44 21.09 9.28
Morningstar Data
   
Morningstar Data
Biggest Influence on Style Index Performance
  YTD Constituent
  Return % Weight %
Best Performing Index    
Mid Value 35.00  
Micron Technology, Inc. 178.86 0.66
BestBostonBuy,Co Inc. 267.88 0.32
Boston Scientific, Inc. 104.01 0.77
St Jude Medical, Inc. 61.43 1.03
Seagate Technology PLC 63.09 0.97
Worst Performing Index    
Large Value 21.45  
General Electric Co 27.56 5.86
Wells Fargo & Co 27.65 4.54
Pfizer Inc 25.47 4.55
JPMorgan Chase & Co 20.49 4.52
Citigroup Inc. 23.41 3.38
   
Morningstar Data

 

Notes and Disclaimer: ©2013 Morningstar, Inc. All Rights Reserved. Unless otherwise noted, all data is as of most recent month end. Multiyear 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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