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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 07-29-15 -0.28 2.91 0.88 3.96 9.55 17.23 16.34
Morningstar Large Core TR USD 07-29-15 -0.14 2.30 0.12 0.76 10.56 18.48 16.94
Morningstar Large Growth TR USD 07-29-15 -0.62 5.08 3.64 10.32 16.53 19.42 18.88
Morningstar Large Value TR USD 07-29-15 -0.05 1.15 -1.39 0.56 1.47 13.79 13.24
Morningstar Mid Cap TR USD 07-29-15 -0.08 0.81 -0.95 3.69 8.77 19.48 17.09
Morningstar Mid Core TR USD 07-29-15 -0.10 0.65 -0.43 3.39 9.95 19.62 18.23
Morningstar Mid Growth TR USD 07-29-15 -0.17 1.75 -0.33 7.44 13.16 18.53 17.10
Morningstar Mid Value TR USD 07-29-15 0.05 0.01 -2.19 0.20 3.17 20.33 15.91
Morningstar Small Cap TR USD 07-29-15 -1.29 -1.16 -1.59 2.02 7.23 17.50 15.61
Morningstar Small Core TR USD 07-29-15 -1.59 -2.03 -1.77 1.83 6.85 17.74 15.00
Morningstar Small Growth TR USD 07-29-15 -1.48 0.71 1.93 7.87 13.19 18.20 17.30
Morningstar Small Value TR USD 07-29-15 -0.77 -2.12 -4.80 -3.25 2.00 16.56 14.54
Morningstar US Core TR USD 07-29-15 -0.23 1.62 -0.16 1.33 10.15 18.63 17.08
Morningstar US Growth TR USD 07-29-15 -0.59 4.14 2.74 9.59 15.65 19.16 18.46
Morningstar US Market TR USD 07-29-15 -0.31 2.20 0.34 3.77 9.23 17.70 16.47
Morningstar US Value TR USD 07-29-15 -0.08 0.70 -1.78 0.23 1.86 15.30 13.88
Morningstar Wide Moat Focus TR USD 07-29-15 -0.19 3.19 -0.70 1.50 4.65 17.47 16.56
Domestic Indexes
DJ Industrial Average TR USD 07-29-15 -0.56 1.02 -0.96 0.90 7.47 13.47 14.00
NASDAQ Composite PR USD 07-29-15 -1.16 3.09 1.75 7.93 15.06 20.00 17.82
NYSE Composite PR 07-29-15 -0.15 0.87 -2.42 0.41 -0.48 11.21 9.25
Russell 2000 TR USD 07-29-15 -2.27 -1.32 -1.07 2.77 9.11 17.16 15.11
S&P 500 TR USD 07-29-15 -0.24 2.59 0.60 3.58 9.25 17.48 16.30
S&P MidCap 400 TR 07-29-15 -0.12 -0.08 -1.00 3.96 8.91 18.16 16.27
Bond Indexes
Barclays US Agg Bond TR USD 07-29-15 0.16 0.39 -1.04 0.25 2.06 1.60 3.27
Barclays US Government TR USD 07-29-15 0.29 0.47 -0.59 0.56 2.58 0.89 2.69
Barclays US MBS TR USD 07-29-15 0.06 0.42 -0.44 0.64 2.83 1.80 2.80
BofAML US HY Master II TR USD 07-29-15 -0.04 -0.85 -2.11 1.58 -0.89 5.99 7.49
USTREAS T-Bill Auction Ave 3 Mon 06-30-15 --- 0.00 0.00 0.01 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 Yr 06-30-15 --- -1.85 -3.10 -0.68 3.74 0.09 3.37
Municipal Indexes
Barclays Municipal TR USD 07-29-15 0.13 0.58 0.06 0.73 3.21 2.77 4.37
Foreign Indexes
DJ Malaysia PR USD 07-29-15 -1.85 -0.35 -13.14 -10.49 -25.06 -4.32 1.30
Euronext BEL 20 PR EUR 07-30-15 -1.99 4.26 1.43 13.44 19.27 17.19 8.16
Euronext Paris CAC 40 NR EUR 07-30-15 -0.79 5.40 1.35 20.27 19.64 17.75 9.63
Euronext Paris CAC 40 PR EUR 07-30-15 -0.79 5.35 0.00 18.11 17.02 14.97 6.73
FSE DAX PR EUR 07-29-15 -2.68 1.16 -3.62 11.51 13.27 15.44 9.36
FSE DAX TR EUR 07-30-15 -2.21 2.85 -1.72 14.80 17.34 18.45 12.86
FTSE 100 PR GBP 07-30-15 0.21 2.27 -4.19 1.57 -1.54 5.41 4.87
FTSE 100 TR GBP 07-30-15 0.21 2.34 -3.52 3.73 2.01 9.27 8.66
FTSE 250 PR GBP 07-30-15 -0.56 -0.06 0.27 8.92 12.10 15.95 11.98
Hang Seng Hong Kong Composite PR HKD 07-30-15 -3.66 -7.69 -15.61 2.58 -0.84 8.35 2.56
Hang Seng HSI PR HKD 07-30-15 -3.04 -6.18 -12.46 4.33 -0.42 7.94 3.21
MSCI AC Far East Ex Japan PR USD 07-30-15 -3.21 -7.79 -15.06 -3.67 -10.40 3.57 2.53
MSCI ACWI PR USD 07-29-15 -0.64 0.54 -3.41 2.04 -1.07 10.50 7.93
MSCI EAFE NR USD 07-30-15 -0.95 0.94 -2.42 6.52 -2.23 11.92 7.77
MSCI EAFE PR LCL 07-30-15 -0.67 2.95 -0.72 10.21 11.62 15.43 7.79
MSCI EASEA PR LCL 07-30-15 -0.55 3.59 -1.64 8.61 7.76 11.69 6.41
MSCI EM Latin America PR USD 07-29-15 -3.56 -7.95 -15.68 -15.77 -34.70 -14.22 -10.69
MSCI EM PR LCL 07-29-15 -2.56 -4.46 -11.00 -1.30 -5.06 4.03 1.95
MSCI EM PR USD 07-29-15 -3.33 -6.18 -15.04 -5.88 -16.70 -1.50 -1.96
MSCI Europe NR USD 07-30-15 -0.92 1.96 -1.93 5.86 -3.36 12.54 8.04
MSCI Europe PR LCL 07-30-15 -0.69 3.91 -1.31 9.39 9.13 12.22 6.80
MSCI Hong Kong PR USD 07-30-15 -2.24 -2.54 -6.56 7.26 0.94 10.58 7.47
MSCI Japan NR USD 07-30-15 -1.30 -0.66 -1.09 12.87 6.75 14.29 7.90
MSCI Japan PR LCL 07-30-15 -1.07 0.93 2.62 16.07 27.04 30.99 13.75
MSCI North America NR USD 07-29-15 -0.18 2.02 -0.46 2.65 6.60 15.75 14.60
MSCI Pacific Ex Japan NR USD 07-30-15 -0.91 -2.14 -8.18 -1.57 -11.95 4.75 6.13
MSCI Pacific Ex Japan PR LCL 07-30-15 -0.14 1.29 -3.96 4.02 -0.17 8.98 4.57
MSCI Pacific NR USD 07-30-15 -1.17 -1.16 -3.58 7.58 -0.33 10.68 7.31
MSCI Pacific PR LCL 07-30-15 -0.76 1.05 0.27 11.71 16.31 21.87 10.00
MSCI World ex USA NR USD 07-29-15 -0.40 -0.01 -3.89 5.03 -4.29 11.20 7.07
MSCI World Ex USA PR LCL 07-29-15 -0.89 1.62 -2.12 8.69 9.20 14.85 7.19
Nikkei 225 Average PR JPY 07-30-15 -0.78 1.42 5.14 17.60 31.17 33.45 16.56
S&P BSE SENSEX India INR 07-30-15 -2.35 -0.27 2.57 0.75 6.20 17.35 9.17
S&P/ASX All Ordinaries PR 07-29-15 0.11 3.56 -3.58 4.10 0.52 9.83 4.34
S&P/TSX Composite PR 07-29-15 -0.04 -1.30 -6.81 -2.26 -7.41 6.72 4.05
Shanghai SE Composite PR CNY 07-30-15 -10.14 -13.36 -16.57 14.56 69.89 20.65 7.04
SIX SMI CHF 07-30-15 0.17 7.02 3.53 4.61 10.60 13.65 8.67
SIX SMI TR CHF 07-30-15 0.21 7.06 3.99 7.71 14.00 17.13 12.18
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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