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Morningstar Index Reports
Small Core Index Print
The Morningstar Small Core Index measures the performance of small-cap stocks where neither growth nor value characteristics predominate.
Portfolio Analysis10/31/2009
Price/Earning 15.84
Price/Book1.66
Price/Cash Flow6.52
Price/Sales0.67
Dividend Yield1.42
Growth Rates % (1-Year)
Earnings (Historical)-0.38
Book Value2.30
Sales7.45
Market Cap $Mil
Median968
Max25,041
Min301
Trailing Total Returns %10/31/2009
1-Month-5.53
3-Month5.00
YTD26.40
1-Year16.66
3-Year Annualized-7.73
5-Year Annualized1.78
10-Year Annualized9.04
Calendar Year Total Returns %
2006-36.19
2005-5.43
200421.17
20036.30
200223.61
Top 10 Holdings10/31/2009
Total Number of Holdings291
% Weight in Top 10 Holdings8.68
Top 10 Holdings %
Tupperware Brands Corporation1.06
Harman International Industries, Inc.0.98
Perot Systems Corporation0.97
Tenet Healthcare Corporation0.92
Solera Holdings, Inc.0.84
J. Crew Group, Inc.0.80
St. Mary Land & Exploration Company0.79
Chico's FAS, Inc.0.79
QLogic Corporation0.78
Valeant Pharmaceuticals International0.77
Complete Holdings as of 10/31/2009 (CSV)
Sector Weightings %10/31/2009
Information19.56
Software5.81
Hardware8.67
Media1.07
Telecommunications4.01
Service42.91
Healthcare8.28
Consumer Services8.92
Business Services10.44
Financial Services15.26
Manufacturing37.53
Consumer Goods11.79
Industrial Goods16.73
Energy7.95
Utilities1.06

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