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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 09-29-14 -0.76 -1.01 1.58 8.69 19.39 21.90 15.39
Morningstar Large Core TR USD 09-29-14 -0.92 0.02 1.81 8.97 18.22 23.57 16.27
Morningstar Large Growth TR USD 09-29-14 -0.04 -1.37 2.55 9.94 22.18 22.50 16.65
Morningstar Large Value TR USD 09-29-14 -1.35 -1.64 0.37 7.18 17.74 19.88 13.35
Morningstar Mid Cap TR USD 09-29-14 -0.86 -2.92 -0.93 6.99 16.23 23.03 17.51
Morningstar Mid Core TR USD 09-29-14 -0.86 -2.39 -0.19 9.31 19.18 24.18 18.59
Morningstar Mid Growth TR USD 09-29-14 -0.50 -2.97 -0.27 4.96 12.36 19.79 16.84
Morningstar Mid Value TR USD 09-29-14 -1.24 -3.44 -2.36 6.98 17.52 25.22 17.08
Morningstar Small Cap TR USD 09-29-14 -1.03 -4.35 -4.63 0.18 9.03 21.68 15.91
Morningstar Small Core TR USD 09-29-14 -1.32 -4.29 -4.63 1.85 10.94 21.92 15.41
Morningstar Small Growth TR USD 09-29-14 0.01 -3.58 -4.27 -3.02 3.96 20.19 16.11
Morningstar Small Value TR USD 09-29-14 -1.77 -5.18 -5.00 1.62 12.33 22.89 16.15
Morningstar US Core TR USD 09-29-14 -0.93 -0.77 0.94 8.52 17.89 23.55 16.73
Morningstar US Growth TR USD 09-29-14 -0.13 -1.82 1.54 8.06 18.87 21.79 16.71
Morningstar US Market TR USD 09-29-14 -0.80 -1.61 0.65 7.76 18.02 22.12 15.89
Morningstar US Value TR USD 09-29-14 -1.36 -2.24 -0.54 6.77 17.33 21.18 14.31
Morningstar Wide Moat Focus TR USD 09-29-14 -0.80 -1.22 2.57 8.97 16.36 25.63 16.51
Domestic Indexes
DJ Industrial Average TR USD 09-29-14 -0.59 -0.07 1.88 4.77 14.50 18.22 14.81
NASDAQ Composite PR USD 09-29-14 -0.48 -1.62 2.45 7.88 19.15 22.01 16.23
NYSE Composite PR 09-29-14 -1.32 -2.69 -2.05 3.35 11.00 15.51 9.19
Russell 2000 TR USD 09-29-14 -0.95 -4.67 -5.72 -3.00 5.42 20.70 14.39
S&P 500 TR USD 09-29-14 -0.79 -1.13 1.37 8.64 19.34 22.07 15.69
S&P MidCap 400 TR 09-29-14 -1.14 -3.69 -2.68 4.14 12.80 21.62 16.44
Bond Indexes
Barclays US Agg Bond TR USD 09-29-14 0.22 -0.59 0.35 4.19 4.02 2.51 4.13
Barclays US Government TR USD 09-29-14 0.33 -0.44 0.50 3.08 2.39 1.15 3.14
Barclays US MBS TR USD 09-29-14 0.27 -0.13 0.30 4.25 3.81 2.11 3.47
BofAML US HY Master II TR USD 09-29-14 -1.54 -2.45 -2.29 3.22 6.68 10.53 10.30
USTREAS T-Bill Auction Ave 3 Mon 08-31-14 --- 0.00 0.01 0.03 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 08-31-14 --- 2.24 1.77 7.98 6.54 1.74 4.36
Municipal Indexes
Barclays Municipal TR USD 09-29-14 0.30 0.09 1.50 7.56 7.93 4.56 4.69
Foreign Indexes
DJ Malaysia PR USD 09-29-14 -1.11 -4.43 -2.70 0.72 3.26 9.78 10.77
Euronext BEL 20 PR EUR 09-30-14 1.00 0.90 3.01 10.18 14.96 14.76 5.32
Euronext Paris CAC 40 NR EUR 09-30-14 1.31 0.91 -0.02 4.84 9.07 17.05 6.06
Euronext Paris CAC 40 PR EUR 09-30-14 1.31 0.80 -0.15 2.80 6.58 13.99 3.08
FSE DAX PR EUR 09-30-14 -1.26 0.04 -3.65 -3.52 7.24 16.02 7.26
FSE DAX TR EUR 09-30-14 -1.26 0.04 -3.65 -0.82 10.24 19.86 10.79
FTSE 100 PR GBP 09-30-14 -0.80 -2.89 -1.80 -1.87 2.48 8.90 5.22
FTSE 100 TR GBP 09-30-14 -0.78 -2.78 -0.89 0.99 6.13 12.97 9.04
FTSE 250 PR GBP 09-30-14 -0.99 -3.19 -2.19 -3.49 3.16 16.13 10.96
Hang Seng Hong Kong Composite PR HKD 09-30-14 -3.45 -6.57 -0.84 -3.31 0.21 9.53 1.87
Hang Seng HSI PR HKD 09-30-14 -3.78 -7.30 -1.09 -1.59 0.34 9.25 1.82
MSCI AC Far East Ex Japan PR USD 09-30-14 -2.50 -6.49 -2.94 0.68 3.38 8.45 4.60
MSCI ACWI PR USD 09-29-14 -1.58 -3.17 -2.37 2.28 8.51 13.35 7.81
MSCI EAFE NR USD 09-30-14 -1.48 -3.84 -5.88 -1.38 4.25 13.65 6.56
MSCI EAFE PR LCL 09-30-14 -0.38 -0.09 0.38 1.70 7.81 13.88 4.99
MSCI EASEA PR LCL 09-30-14 -0.38 -1.17 -0.81 1.93 7.13 12.43 4.55
MSCI EM Latin America PR USD 09-29-14 -4.70 -13.20 -5.68 -0.65 -4.72 -2.47 -2.77
MSCI EM PR LCL 09-29-14 -1.90 -4.06 0.51 3.33 4.70 7.17 3.83
MSCI EM PR USD 09-29-14 -2.97 -7.21 -3.51 0.67 0.96 4.11 2.02
MSCI Europe NR USD 09-30-14 -1.49 -3.75 -7.00 -1.91 5.82 15.53 6.90
MSCI Europe PR LCL 09-30-14 -0.03 -0.33 -0.63 2.25 7.99 13.02 4.98
MSCI Hong Kong PR USD 09-30-14 -3.96 -7.69 -3.25 -0.69 2.27 12.19 6.08
MSCI Japan NR USD 09-30-14 -0.54 -0.71 -2.30 -1.64 0.62 9.16 5.41
MSCI Japan PR LCL 09-30-14 -0.40 4.19 5.10 1.02 10.53 20.42 7.66
MSCI North America NR USD 09-29-14 -0.90 -1.68 0.75 7.92 17.71 20.21 14.32
MSCI Pacific Ex Japan NR USD 09-30-14 -3.16 -9.54 -5.90 1.07 1.35 12.08 7.33
MSCI Pacific Ex Japan PR LCL 09-30-14 -2.39 -5.76 -2.02 -0.63 1.83 9.80 2.84
MSCI Pacific NR USD 09-30-14 -1.51 -4.12 -3.64 -0.63 0.92 10.27 6.12
MSCI Pacific PR LCL 09-30-14 -1.13 0.32 2.36 0.27 7.12 15.91 5.50
MSCI World ex USA NR USD 09-29-14 -2.04 -4.00 -5.32 -0.54 4.05 12.43 6.66
MSCI World Ex USA PR LCL 09-29-14 -1.33 -0.58 0.21 2.35 7.44 12.91 4.92
Nikkei 225 Average PR JPY 09-30-14 -0.20 4.86 6.67 -0.72 11.88 22.96 9.80
S&P BSE SENSEX India INR 09-30-14 -0.54 -0.03 4.79 25.79 37.41 17.41 9.23
S&P/ASX All Ordinaries PR 09-30-14 -2.20 -5.83 -1.58 -1.05 1.51 9.18 2.25
S&P/TSX Composite PR 09-29-14 -1.01 -4.15 -0.78 9.95 16.61 8.62 5.62
Shanghai SE Composite PR CNY 09-30-14 2.34 6.62 15.40 11.72 8.70 0.07 -3.19
SIX SMI CHF 09-30-14 0.81 2.03 3.28 7.71 10.13 16.89 6.92
SIX SMI TR CHF 09-30-14 0.81 2.10 3.37 11.05 13.57 20.71 10.36
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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