Search our archives
 
Morningstar Index Reports
Mid Value Index Print
The Morningstar Mid Value Index measures the performance of mid-cap stocks with relatively low prices given the anticipated per-share earnings, book value, cash flow, sales and dividends.
Portfolio Analysis10/31/2009
Price/Earning 14.43
Price/Book1.19
Price/Cash Flow4.77
Price/Sales0.58
Dividend Yield4.80
Growth Rates % (1-Year)
Earnings (Historical)-12.48
Book Value-9.88
Sales0.32
Market Cap $Mil
Median3,594
Max13,701
Min844
Trailing Total Returns %10/31/2009
1-Month-4.86
3-Month7.57
YTD22.85
1-Year17.78
3-Year Annualized-7.93
5-Year Annualized1.58
10-Year Annualized6.60
Calendar Year Total Returns %
2006-35.95
2005-5.52
200418.81
200311.54
200224.30
Top 10 Holdings10/31/2009
Total Number of Holdings187
% Weight in Top 10 Holdings12.84
Top 10 Holdings %
Ingersoll-Rand PLC1.37
Eaton Corporation1.36
Centurytel, Inc.1.31
SunTrust Banks, Inc.1.30
Hartford Financial Services Group, Inc.1.29
ConAgra Foods, Inc.1.28
PPG Industries, Inc.1.27
Annaly Capital Management, Inc.1.25
International Paper Co.1.21
Ameriprise Financial, Inc.1.21
Complete Holdings as of 10/31/2009 (CSV)
Sector Weightings %10/31/2009
Information11.37
Software1.27
Hardware2.92
Media3.76
Telecommunications3.41
Service41.82
Healthcare2.28
Consumer Services6.12
Business Services1.64
Financial Services31.79
Manufacturing46.81
Consumer Goods17.94
Industrial Goods12.34
Energy3.43
Utilities13.10

Copyright 2009 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.