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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 08-21-14 1.94 1.12 6.02 9.16 23.80 23.48 16.22
Morningstar Large Core TR USD 08-21-14 1.77 0.52 4.79 8.61 21.37 25.00 16.92
Morningstar Large Growth TR USD 08-21-14 2.38 2.85 8.44 10.81 29.50 24.70 17.83
Morningstar Large Value TR USD 08-21-14 1.65 -0.06 4.80 8.07 20.51 20.91 14.04
Morningstar Mid Cap TR USD 08-21-14 2.00 1.76 6.53 9.15 23.54 25.04 19.24
Morningstar Mid Core TR USD 08-21-14 1.83 1.28 6.45 11.14 25.80 26.10 20.20
Morningstar Mid Growth TR USD 08-21-14 2.27 3.04 7.42 6.85 20.59 21.91 18.54
Morningstar Mid Value TR USD 08-21-14 1.91 0.99 5.64 9.76 24.60 27.21 19.00
Morningstar Small Cap TR USD 08-21-14 1.80 1.48 5.61 3.50 17.75 24.06 18.09
Morningstar Small Core TR USD 08-21-14 2.07 1.32 5.83 5.61 19.98 23.62 17.70
Morningstar Small Growth TR USD 08-21-14 1.38 1.58 5.62 -1.39 12.71 22.76 17.58
Morningstar Small Value TR USD 08-21-14 1.94 1.55 5.42 6.26 20.55 25.83 18.91
Morningstar US Core TR USD 08-21-14 1.80 0.73 5.19 8.89 22.15 25.11 17.69
Morningstar US Growth TR USD 08-21-14 2.30 2.81 8.05 9.19 26.50 24.00 18.01
Morningstar US Market TR USD 08-21-14 1.94 1.27 6.09 8.77 23.33 23.84 17.00
Morningstar US Value TR USD 08-21-14 1.72 0.25 5.01 8.28 21.35 22.52 15.38
Morningstar Wide Moat Focus TR USD 08-21-14 2.14 1.83 6.38 9.53 24.47 27.46 17.70
Domestic Indexes
DJ Industrial Average TR USD 08-21-14 2.04 0.20 3.66 4.39 17.06 19.38 15.34
NASDAQ Composite PR USD 08-21-14 1.78 2.43 9.70 8.51 25.90 24.62 17.53
NYSE Composite PR 08-21-14 1.67 0.23 3.41 5.60 17.60 16.37 10.47
Russell 2000 TR USD 08-21-14 1.48 1.27 5.46 0.47 15.03 22.90 16.36
S&P 500 TR USD 08-21-14 1.95 1.15 6.06 9.22 23.81 23.71 16.62
S&P MidCap 400 TR 08-21-14 2.20 1.54 5.89 7.23 20.38 23.73 18.40
Bond Indexes
Barclays US Agg Bond TR USD 08-21-14 -0.03 0.41 0.91 4.41 5.95 2.61 4.58
Barclays US Government TR USD 08-21-14 -0.11 0.44 0.69 3.20 3.68 1.47 3.49
Barclays US MBS TR USD 08-21-14 -0.03 0.29 0.69 4.13 5.91 1.99 3.74
BofAML US HY Master II TR USD 08-21-14 0.49 0.65 1.17 5.62 10.74 10.39 12.35
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 08-21-14 0.16 0.88 1.35 7.04 9.53 4.63 5.46
Foreign Indexes
DJ Malaysia PR USD 08-21-14 0.60 0.63 2.74 5.55 11.83 6.18 12.86
Euronext BEL 20 PR EUR 08-22-14 1.83 -0.02 1.12 8.19 13.86 13.91 6.08
Euronext Paris CAC 40 NR EUR 08-22-14 1.88 -2.67 -4.53 0.85 7.23 14.79 6.30
Euronext Paris CAC 40 PR EUR 08-22-14 1.88 -2.67 -5.03 -1.00 4.77 11.70 3.30
FSE DAX PR EUR 08-22-14 2.71 -4.06 -4.11 -4.89 8.18 15.66 7.77
FSE DAX TR EUR 08-22-14 2.71 -4.06 -3.93 -2.23 11.21 19.49 11.32
FTSE 100 PR GBP 08-22-14 1.29 -0.30 -0.66 0.39 5.09 9.96 6.91
FTSE 100 TR GBP 08-22-14 1.44 0.42 0.35 3.16 8.84 14.10 10.79
FTSE 250 PR GBP 08-22-14 1.36 1.47 1.31 -0.34 6.92 17.24 12.85
Hang Seng Hong Kong Composite PR HKD 08-22-14 0.26 4.56 8.96 4.84 13.35 7.79 4.09
Hang Seng HSI PR HKD 08-22-14 0.48 5.43 9.24 7.58 14.52 8.77 4.42
MSCI AC Far East Ex Japan PR USD 08-22-14 0.65 2.24 6.04 8.25 18.45 7.96 7.75
MSCI ACWI PR USD 08-21-14 1.45 0.28 3.46 5.20 16.96 13.96 9.40
MSCI EAFE NR USD 08-22-14 0.76 -2.23 -0.61 1.93 13.23 13.14 8.46
MSCI EAFE PR LCL 08-22-14 1.70 -0.52 1.12 1.16 10.13 13.88 5.56
MSCI EASEA PR LCL 08-22-14 1.83 -0.88 -0.82 2.13 9.12 12.58 5.71
MSCI EM Latin America PR USD 08-21-14 3.69 0.78 7.49 11.32 16.24 -1.88 0.75
MSCI EM PR LCL 08-21-14 1.01 2.27 5.82 7.33 15.37 8.04 5.85
MSCI EM PR USD 08-21-14 0.89 1.76 4.87 7.90 17.07 3.70 5.05
MSCI Europe NR USD 08-22-14 1.00 -3.19 -3.80 0.75 12.89 14.22 8.63
MSCI Europe PR LCL 08-22-14 1.93 -1.47 -1.75 1.23 8.33 13.10 5.79
MSCI Hong Kong PR USD 08-22-14 1.69 4.96 9.19 10.07 19.39 11.23 8.97
MSCI Japan NR USD 08-22-14 -0.48 -1.64 6.88 -0.40 9.87 10.45 6.12
MSCI Japan PR LCL 08-22-14 1.21 0.87 9.34 -2.30 13.98 19.80 6.08
MSCI North America NR USD 08-21-14 1.90 1.09 6.02 9.02 22.99 21.55 15.38
MSCI Pacific Ex Japan NR USD 08-22-14 1.53 1.91 5.28 11.86 19.96 12.53 12.42
MSCI Pacific Ex Japan PR LCL 08-22-14 1.26 2.20 4.04 6.22 12.67 10.71 5.94
MSCI Pacific NR USD 08-22-14 0.29 -0.30 6.25 4.03 13.59 11.26 8.36
MSCI Pacific PR LCL 08-22-14 1.23 1.38 7.27 0.71 13.45 15.90 5.63
MSCI World ex USA NR USD 08-21-14 1.13 -0.79 1.04 3.40 14.72 12.74 8.58
MSCI World Ex USA PR LCL 08-21-14 1.74 0.85 2.38 2.58 12.29 13.54 5.71
Nikkei 225 Average PR JPY 08-22-14 1.44 1.28 8.38 -4.62 16.27 21.67 8.70
S&P BSE SENSEX India INR 08-22-14 1.21 1.51 8.39 24.79 44.27 17.37 11.63
S&P/ASX All Ordinaries PR 08-22-14 1.46 1.93 3.34 5.37 11.33 10.76 5.55
S&P/TSX Composite PR 08-21-14 1.73 2.01 6.19 14.20 23.73 9.01 7.51
Shanghai SE Composite PR CNY 08-22-14 0.63 7.97 10.86 5.90 8.40 -3.79 -5.42
SIX SMI CHF 08-22-14 2.24 -0.47 -1.61 4.28 7.08 18.47 6.86
SIX SMI TR CHF 08-22-14 2.26 -0.44 -1.57 7.45 10.41 22.34 10.28
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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