Morningstar US Style Overview

February 27, 2014

Trailing Returns %
Morningstar Indexes 3-Month YTD 1-Yr 3-Yr 5-Yr 10-Yr
US Market 14.05 33.13 35.06 16.22 19.08 8.09
Large Cap 13.93 31.81 33.69 16.18 17.58 7.26
Mid Cap 14.09 36.29 38.27 16.39 22.95 10.23
Small Cap 15.18 37.91 40.23 15.80 23.35 9.95
US Value 13.00 32.04 33.92 14.98 16.32 7.50
US Core 12.94 34.21 35.83 17.44 19.33 9.10
US Growth 16.14 33.34 35.62 16.22 21.72 7.40
Large Value 12.18 28.92 30.74 14.14 14.02 6.40
Large Core 12.24 34.49 35.94 17.84 17.84 8.64
Large Growth 17.25 32.46 34.78 16.56 21.15 6.35
Mid Value 14.91 42.18 44.16 17.57 22.29 10.28
Mid Core 14.58 32.79 34.72 16.85 23.50 10.16
Mid Growth 12.82 34.07 36.08 14.68 22.95 10.00
Small Value 15.54 35.71 37.85 16.12 23.59 10.44
Small Core 15.41 36.31 38.53 14.55 22.86 9.85
Small Growth 14.68 41.86 44.49 16.80 23.56 9.33
Morningstar Data
   
Morningstar  Data
Biggest Influence on Style Index Performance
  YTD Constituent
  Return % Weight %
Best Performing Index    
Mid Value 42.18  
Best Buy Co Inc 244.20 0.34
Lincoln National Corp (Radnor, PA) 102.16 0.71
Xerox Corporation 82.65 0.82
Mylan Inc 58.11 1.12
Principal Financial Group 77.19 0.81
Worst Performing Index    
Large Value 28.92  
General Electric Co 37.89 5.58
Exxon Mobil Corporation 20.14 9.98
JPMorgan Chase & Co 36.71 4.36
Wells Fargo & Co 36.71 4.32
Pfizer Inc 26.22 4.27
   
Morningstar Data

 

Notes and Disclaimer: ©2014 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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