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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 08-26-14 0.95 1.29 5.75 9.60 23.25 21.77 16.27
Morningstar Large Core TR USD 08-26-14 0.71 0.97 4.51 8.74 20.18 23.24 16.96
Morningstar Large Growth TR USD 08-26-14 1.00 2.97 7.96 11.58 29.19 22.64 17.98
Morningstar Large Value TR USD 08-26-14 1.15 -0.09 4.76 8.48 20.36 19.60 14.01
Morningstar Mid Cap TR USD 08-26-14 1.02 1.96 5.98 9.75 22.69 23.02 19.37
Morningstar Mid Core TR USD 08-26-14 0.88 1.71 5.88 11.56 25.07 24.07 20.26
Morningstar Mid Growth TR USD 08-26-14 1.37 3.22 7.20 7.95 19.70 19.65 18.91
Morningstar Mid Value TR USD 08-26-14 0.81 0.95 4.79 10.01 23.68 25.47 18.93
Morningstar Small Cap TR USD 08-26-14 1.17 2.55 5.05 4.64 17.27 22.00 18.24
Morningstar Small Core TR USD 08-26-14 1.12 2.47 4.88 6.31 19.15 21.32 17.82
Morningstar Small Growth TR USD 08-26-14 1.47 3.19 5.63 0.65 12.72 20.68 18.05
Morningstar Small Value TR USD 08-26-14 0.92 2.01 4.70 6.93 19.97 24.05 18.80
Morningstar US Core TR USD 08-26-14 0.78 1.22 4.81 9.12 21.08 23.27 17.74
Morningstar US Growth TR USD 08-26-14 1.10 3.04 7.65 10.12 26.06 21.90 18.23
Morningstar US Market TR USD 08-26-14 0.98 1.51 5.74 9.29 22.72 22.05 17.07
Morningstar US Value TR USD 08-26-14 1.07 0.25 4.77 8.67 21.02 21.10 15.34
Morningstar Wide Moat Focus TR USD 08-26-14 1.92 3.62 6.81 10.34 22.61 25.55 17.86
Domestic Indexes
DJ Industrial Average TR USD 08-26-14 1.17 1.17 3.61 4.83 17.13 17.86 15.34
NASDAQ Composite PR USD 08-26-14 0.95 2.72 9.19 9.43 24.96 22.61 17.69
NYSE Composite PR 08-26-14 0.88 0.36 3.22 6.01 16.89 15.02 10.51
Russell 2000 TR USD 08-26-14 1.11 2.76 4.69 1.79 14.64 21.00 16.56
S&P 500 TR USD 08-26-14 0.95 1.31 5.76 9.66 23.24 21.96 16.66
S&P MidCap 400 TR 08-26-14 1.01 2.21 5.15 7.83 19.54 21.53 18.53
Bond Indexes
Barclays US Agg Bond TR USD 08-26-14 0.13 0.45 0.98 4.50 5.64 2.84 4.48
Barclays US Government TR USD 08-26-14 0.01 0.43 0.73 3.25 3.53 1.62 3.38
Barclays US MBS TR USD 08-26-14 0.11 0.42 0.75 4.18 5.40 2.15 3.69
BofAML US HY Master II TR USD 08-26-14 0.22 0.55 1.26 5.75 10.72 10.79 12.24
USTREAS T-Bill Auction Ave 3 Mon 07-31-14 --- 0.00 0.01 0.02 0.05 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 07-31-14 --- -0.22 1.42 5.62 2.81 2.80 4.16
Municipal Indexes
Barclays Municipal TR USD 08-26-14 0.13 0.81 1.49 7.19 9.81 4.80 5.45
Foreign Indexes
DJ Malaysia PR USD 08-26-14 -0.85 -0.29 2.94 5.26 13.72 7.26 12.63
Euronext BEL 20 PR EUR 08-26-14 1.26 1.15 1.85 9.57 15.67 13.85 5.95
Euronext Paris CAC 40 NR EUR 08-26-14 3.27 1.45 -2.43 4.19 10.55 15.58 6.69
Euronext Paris CAC 40 PR EUR 08-26-14 3.27 1.45 -2.95 2.27 8.02 12.48 3.67
FSE DAX PR EUR 08-26-14 2.72 -0.58 -3.17 -2.36 10.57 16.23 8.11
FSE DAX TR EUR 08-26-14 2.72 -0.58 -3.08 0.38 13.67 20.08 11.67
FTSE 100 PR GBP 08-26-14 0.64 0.46 0.10 1.09 5.09 9.97 6.89
FTSE 100 TR GBP 08-26-14 0.79 1.15 1.12 3.89 8.84 14.11 10.76
FTSE 250 PR GBP 08-26-14 0.65 1.95 1.86 0.39 6.99 16.97 12.74
Hang Seng Hong Kong Composite PR HKD 08-27-14 -0.53 2.53 8.73 4.73 13.19 7.51 4.09
Hang Seng HSI PR HKD 08-27-14 -0.41 3.47 9.20 7.51 14.54 8.56 4.36
MSCI AC Far East Ex Japan PR USD 08-26-14 -0.07 1.24 5.86 8.02 16.94 7.27 7.37
MSCI ACWI PR USD 08-26-14 0.76 0.14 2.89 5.65 16.32 13.20 9.37
MSCI EAFE NR USD 08-26-14 0.75 -1.13 -0.52 2.99 13.34 13.24 8.44
MSCI EAFE PR LCL 08-26-14 1.38 0.40 1.20 2.26 10.47 13.80 5.42
MSCI EASEA PR LCL 08-26-14 1.65 0.47 -0.17 3.57 10.14 12.67 5.71
MSCI EM Latin America PR USD 08-26-14 0.87 0.53 6.85 11.51 15.09 -2.04 1.12
MSCI EM PR LCL 08-26-14 0.49 1.54 5.45 7.89 15.12 7.92 5.69
MSCI EM PR USD 08-26-14 0.31 0.84 4.41 8.49 16.62 3.68 5.01
MSCI Europe NR USD 08-26-14 1.35 -1.20 -2.95 2.39 14.09 14.80 8.95
MSCI Europe PR LCL 08-26-14 1.96 0.37 -0.81 3.00 9.77 13.36 5.91
MSCI Hong Kong PR USD 08-26-14 0.11 3.32 8.44 9.65 18.15 10.67 8.83
MSCI Japan NR USD 08-26-14 -0.85 -2.01 4.78 -0.49 7.62 9.85 5.41
MSCI Japan PR LCL 08-26-14 0.31 0.11 6.91 -2.46 11.65 19.07 5.42
MSCI North America NR USD 08-26-14 0.92 1.16 5.68 9.45 22.33 19.92 15.46
MSCI Pacific Ex Japan NR USD 08-26-14 0.28 0.83 4.63 11.88 18.52 11.48 11.82
MSCI Pacific Ex Japan PR LCL 08-26-14 0.16 1.07 3.33 6.04 11.49 9.92 5.28
MSCI Pacific NR USD 08-26-14 -0.42 -0.93 4.72 3.98 11.62 10.49 7.69
MSCI Pacific PR LCL 08-26-14 0.25 0.48 5.52 0.55 11.55 15.16 4.98
MSCI World ex USA NR USD 08-26-14 0.73 -1.07 0.10 3.87 14.01 12.58 8.46
MSCI World Ex USA PR LCL 08-26-14 1.33 0.45 1.71 3.36 11.57 13.18 5.52
Nikkei 225 Average PR JPY 08-27-14 0.52 0.50 6.14 -4.64 14.71 20.87 8.20
S&P BSE SENSEX India INR 08-27-14 0.93 1.66 8.19 25.46 47.82 18.78 10.97
S&P/ASX All Ordinaries PR 08-27-14 0.35 1.34 2.88 5.53 10.10 9.77 4.85
S&P/TSX Composite PR 08-26-14 0.92 1.06 6.14 14.67 22.40 8.21 7.44
Shanghai SE Composite PR CNY 08-27-14 -1.37 3.90 8.60 4.42 5.03 -5.43 -5.59
SIX SMI CHF 08-26-14 1.73 1.19 -0.45 5.73 8.12 17.67 7.02
SIX SMI TR CHF 08-26-14 1.76 1.21 -0.40 8.94 11.48 21.50 10.46
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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