Search our archives
 
Morningstar Index Reports
Small Growth Index Print
The Morningstar Small Growth Index measures the performance of small-cap stocks that are expected to grow at a faster pace than the rest of the market as measured by forward earnings, historical earnings, book value, cash flow and sales.
Portfolio Analysis10/31/2009
Price/Earning 21.27
Price/Book2.40
Price/Cash Flow11.16
Price/Sales1.69
Dividend Yield0.32
Growth Rates % (1-Year)
Earnings (Historical)14.08
Book Value8.34
Sales11.91
Market Cap $Mil
Median940
Max4,531
Min307
Trailing Total Returns %10/31/2009
1-Month-6.79
3-Month-0.87
YTD19.50
1-Year12.36
3-Year Annualized-6.89
5-Year Annualized0.76
10-Year Annualized0.25
Calendar Year Total Returns %
2006-39.92
200511.08
200410.04
20035.77
200213.48
Top 10 Holdings10/31/2009
Total Number of Holdings264
% Weight in Top 10 Holdings9.21
Top 10 Holdings %
MSCI, Inc.1.25
Itron Inc.0.99
Kansas City Southern, Inc.0.94
Sirius XM Radio Inc.0.93
Gentex Corporation0.91
Bally Technologies, Inc.0.88
Varian Semiconductor Equipment Associates, Inc.0.85
Novellus Systems, Inc.0.83
VistaPrint, Ltd.0.82
United Therapeutics Corporation0.81
Complete Holdings as of 10/31/2009 (CSV)
Sector Weightings %10/31/2009
Information35.19
Software9.82
Hardware16.44
Media1.93
Telecommunications6.99
Service47.82
Healthcare17.69
Consumer Services10.77
Business Services11.80
Financial Services7.56
Manufacturing16.98
Consumer Goods5.30
Industrial Goods7.23
Energy4.17
Utilities0.28

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