Morningstar® Index Performance List  
Index Performance: Return (%)
Returns are simple averages. Click on a column heading to sort data by that column.
Name As of Date 1-Wk 4-Wk 13-Wk YTD 1-Yr 3-Yr 5-Yr
Morningstar Indexes
Morningstar Large Cap TR USD 07-25-14 0.00 1.19 6.84 8.20 19.30 16.47 17.02
Morningstar Large Core TR USD 07-25-14 -0.49 0.52 5.32 7.70 16.81 18.45 17.57
Morningstar Large Growth TR USD 07-25-14 0.33 1.58 8.91 8.36 25.32 16.43 17.84
Morningstar Large Value TR USD 07-25-14 0.14 1.46 6.24 8.57 15.83 14.59 15.74
Morningstar Mid Cap TR USD 07-25-14 0.10 0.02 5.88 7.64 19.91 15.84 20.45
Morningstar Mid Core TR USD 07-25-14 -0.35 0.56 6.64 9.68 21.78 16.89 21.39
Morningstar Mid Growth TR USD 07-25-14 0.61 -0.36 5.79 4.58 16.53 12.00 18.91
Morningstar Mid Value TR USD 07-25-14 0.06 -0.14 5.16 8.97 21.80 18.82 21.05
Morningstar Small Cap TR USD 07-25-14 -0.35 -2.50 3.23 2.04 13.62 13.87 19.36
Morningstar Small Core TR USD 07-25-14 -0.86 -2.45 3.38 3.74 14.54 13.01 18.78
Morningstar Small Growth TR USD 07-25-14 0.13 -3.39 3.27 -2.47 11.13 12.32 17.99
Morningstar Small Value TR USD 07-25-14 -0.28 -1.67 3.06 4.82 15.02 16.37 21.32
Morningstar US Core TR USD 07-25-14 -0.49 0.32 5.44 7.81 17.63 17.78 18.48
Morningstar US Growth TR USD 07-25-14 0.37 0.87 7.91 6.87 22.53 15.25 18.12
Morningstar US Market TR USD 07-25-14 -0.01 0.71 6.40 7.66 19.04 16.18 17.91
Morningstar US Value TR USD 07-25-14 0.10 0.93 5.81 8.40 17.02 15.58 17.21
Morningstar Wide Moat Focus TR USD 07-25-14 -1.06 0.64 3.49 6.49 19.25 19.35 18.37
Domestic Indexes
DJ Industrial Average TR USD 07-25-14 -0.82 0.67 4.26 3.62 11.61 13.32 16.28
NASDAQ Composite PR USD 07-25-14 0.39 1.59 9.18 6.54 23.42 16.11 17.75
NYSE Composite PR 07-25-14 0.00 0.21 4.58 5.63 14.02 9.54 11.63
Russell 2000 TR USD 07-25-14 -0.59 -3.12 2.28 -0.94 10.01 12.82 17.42
S&P 500 TR USD 07-25-14 0.01 1.09 6.71 8.24 19.50 16.45 17.56
S&P MidCap 400 TR 07-25-14 -0.49 -1.06 4.72 5.50 15.51 14.32 19.45
Bond Indexes
Barclays US Agg Bond TR USD 07-25-14 0.09 0.33 1.42 4.03 4.48 3.44 4.73
Barclays US Government TR USD 07-25-14 0.09 0.37 1.03 2.81 2.46 2.66 3.52
Barclays US MBS TR USD 07-25-14 -0.08 -0.04 1.35 3.75 4.67 2.57 3.78
BofAML US HY Master II TR USD 07-25-14 0.19 -0.45 1.57 5.18 9.12 8.65 13.06
USTREAS T-Bill Auction Ave 3 Mon 06-30-14 --- 0.00 0.01 0.02 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 Yr 06-30-14 --- -0.23 2.40 5.85 2.54 4.01 4.29
Municipal Indexes
Barclays Municipal TR USD 07-25-14 0.28 0.46 1.65 6.32 7.92 5.15 5.59
Foreign Indexes
DJ Malaysia PR USD 07-25-14 0.80 2.19 4.93 5.57 5.22 4.14 13.14
Euronext BEL 20 PR EUR 07-25-14 1.22 1.66 1.98 8.33 19.80 8.13 8.20
Euronext Paris CAC 40 NR EUR 07-25-14 -0.11 -2.89 -0.96 2.70 12.03 7.22 8.23
Euronext Paris CAC 40 PR EUR 07-25-14 -0.11 -2.92 -2.54 0.81 9.47 4.33 5.17
FSE DAX PR EUR 07-25-14 -0.78 -2.27 0.48 -1.79 13.04 6.00 9.42
FSE DAX TR EUR 07-25-14 -0.78 -2.27 2.58 0.96 16.21 9.50 13.02
FTSE 100 PR GBP 07-25-14 0.62 0.86 1.58 0.63 3.09 4.65 8.21
FTSE 100 TR GBP 07-25-14 0.66 0.95 2.42 2.71 6.80 8.59 12.14
FTSE 250 PR GBP 07-25-14 0.87 1.54 -1.24 -1.53 6.26 10.01 14.60
Hang Seng Hong Kong Composite PR HKD 07-25-14 3.17 6.30 7.93 2.14 11.06 1.60 3.57
Hang Seng HSI PR HKD 07-25-14 3.25 5.90 8.97 3.90 10.57 2.80 3.92
MSCI AC Far East Ex Japan PR USD 07-25-14 1.77 4.64 7.54 6.70 12.89 1.51 7.44
MSCI ACWI PR USD 07-25-14 0.36 0.90 5.06 5.51 14.86 7.80 10.51
MSCI EAFE NR USD 07-25-14 0.43 -0.13 2.96 4.17 15.41 7.92 10.30
MSCI EAFE PR LCL 07-25-14 0.83 0.44 3.04 1.85 9.52 7.78 6.81
MSCI EASEA PR LCL 07-25-14 0.71 0.21 1.56 3.08 10.76 6.47 7.15
MSCI EM Latin America PR USD 07-25-14 1.29 5.10 9.97 10.93 9.90 -6.74 2.12
MSCI EM PR LCL 07-25-14 1.11 3.56 7.52 6.25 12.27 2.57 6.08
MSCI EM PR USD 07-25-14 1.45 3.54 8.59 7.58 12.09 -2.06 5.54
MSCI Europe NR USD 07-25-14 0.07 -1.39 0.73 3.64 18.65 8.57 10.89
MSCI Europe PR LCL 07-25-14 0.57 -0.47 1.38 2.62 10.76 6.60 7.41
MSCI Hong Kong PR USD 07-25-14 2.60 5.27 6.80 6.13 13.33 6.03 8.29
MSCI Japan NR USD 07-25-14 0.87 1.42 9.63 1.55 4.84 6.36 7.20
MSCI Japan PR LCL 07-25-14 1.30 1.36 9.22 -2.57 5.30 13.72 6.66
MSCI North America NR USD 07-25-14 0.10 1.21 6.85 8.20 18.95 14.49 16.20
MSCI Pacific Ex Japan NR USD 07-25-14 1.62 4.16 4.61 10.96 17.14 7.47 13.44
MSCI Pacific Ex Japan PR LCL 07-25-14 1.40 3.84 2.44 4.92 10.43 6.25 6.41
MSCI Pacific NR USD 07-25-14 1.16 2.45 7.66 4.95 9.25 6.80 9.40
MSCI Pacific PR LCL 07-25-14 1.34 2.29 6.55 0.07 7.08 10.48 6.16
MSCI World ex USA NR USD 07-25-14 0.49 0.22 3.61 5.00 15.78 7.36 10.16
MSCI World Ex USA PR LCL 07-25-14 0.88 0.77 3.43 2.89 10.65 7.45 6.79
Nikkei 225 Average PR JPY 07-25-14 1.59 1.25 7.13 -5.12 6.15 15.43 9.22
S&P BSE SENSEX India INR 07-25-14 1.89 3.21 15.16 23.41 31.92 11.45 11.18
S&P/ASX All Ordinaries PR 07-25-14 1.00 3.48 1.06 4.13 11.08 6.58 6.35
S&P/TSX Composite PR 07-25-14 1.23 3.21 6.34 13.46 21.99 4.78 7.66
Shanghai SE Composite PR CNY 07-25-14 3.28 4.99 4.42 0.50 5.22 -7.52 -8.81
SIX SMI CHF 07-25-14 0.71 -0.12 2.35 4.49 8.98 12.52 8.27
SIX SMI TR CHF 07-25-14 0.71 -0.12 2.89 7.64 12.36 16.18 11.78
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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