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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 08-28-14 0.25 1.12 5.06 9.44 24.58 21.71 16.24
Morningstar Large Core TR USD 08-28-14 -0.03 1.08 3.92 8.57 22.01 23.17 16.97
Morningstar Large Growth TR USD 08-28-14 0.30 2.39 6.95 11.15 30.16 22.49 17.84
Morningstar Large Value TR USD 08-28-14 0.47 -0.13 4.30 8.58 21.52 19.64 14.05
Morningstar Mid Cap TR USD 08-28-14 0.49 1.96 5.39 9.69 24.79 23.00 19.20
Morningstar Mid Core TR USD 08-28-14 0.27 1.56 5.21 11.44 27.22 24.02 20.14
Morningstar Mid Growth TR USD 08-28-14 0.68 3.10 6.41 7.57 21.12 19.51 18.71
Morningstar Mid Value TR USD 08-28-14 0.54 1.25 4.50 10.35 26.44 25.60 18.75
Morningstar Small Cap TR USD 08-28-14 0.53 2.33 3.72 4.05 19.07 21.77 18.06
Morningstar Small Core TR USD 08-28-14 0.10 2.25 3.67 5.72 20.95 21.10 17.65
Morningstar Small Growth TR USD 08-28-14 1.20 2.81 3.83 -0.21 14.14 20.34 17.92
Morningstar Small Value TR USD 08-28-14 0.33 1.95 3.68 6.61 22.15 23.92 18.53
Morningstar US Core TR USD 08-28-14 0.04 1.26 4.17 8.93 22.97 23.20 17.71
Morningstar US Growth TR USD 08-28-14 0.43 2.55 6.64 9.67 27.18 21.74 18.08
Morningstar US Market TR USD 08-28-14 0.32 1.37 5.03 9.11 24.24 21.99 17.00
Morningstar US Value TR USD 08-28-14 0.48 0.27 4.30 8.80 22.58 21.14 15.31
Morningstar Wide Moat Focus TR USD 08-28-14 0.40 3.29 6.19 9.97 24.08 25.41 17.54
Domestic Indexes
DJ Industrial Average TR USD 08-28-14 0.32 0.94 3.32 4.72 17.98 17.82 15.31
NASDAQ Composite PR USD 08-28-14 0.56 2.54 7.87 9.12 26.84 22.49 17.57
NYSE Composite PR 08-28-14 0.24 0.20 2.87 5.86 18.27 14.96 10.41
Russell 2000 TR USD 08-28-14 0.54 2.45 2.92 1.02 16.20 20.69 16.54
S&P 500 TR USD 08-28-14 0.27 1.15 5.10 9.51 24.70 21.91 16.61
S&P MidCap 400 TR 08-28-14 0.28 2.09 4.45 7.53 21.34 21.42 18.33
Bond Indexes
Barclays US Agg Bond TR USD 08-28-14 0.38 0.82 0.77 4.80 5.88 2.94 4.53
Barclays US Government TR USD 08-28-14 0.33 0.80 0.61 3.55 3.73 1.71 3.43
Barclays US MBS TR USD 08-28-14 0.19 0.59 0.41 4.33 5.57 2.20 3.71
BofAML US HY Master II TR USD 08-28-14 0.16 0.59 1.17 5.79 10.77 10.80 12.18
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 08-28-14 0.34 0.98 1.45 7.41 10.09 4.88 5.40
Foreign Indexes
DJ Malaysia PR USD 08-28-14 0.43 0.41 3.81 6.00 18.57 7.51 12.76
Euronext BEL 20 PR EUR 08-31-14 0.93 3.03 1.06 9.20 19.42 12.08 6.19
Euronext Paris CAC 40 NR EUR 08-31-14 3.02 3.18 -2.70 3.89 13.98 13.44 6.68
Euronext Paris CAC 40 PR EUR 08-31-14 3.02 3.18 -3.07 1.98 11.37 10.39 3.70
FSE DAX PR EUR 08-31-14 1.40 0.67 -4.76 -3.56 13.69 14.08 8.07
FSE DAX TR EUR 08-31-14 1.40 0.67 -4.76 -0.86 16.87 17.86 11.62
FTSE 100 PR GBP 08-31-14 0.66 1.33 -0.36 1.05 6.34 8.13 6.80
FTSE 100 TR GBP 08-31-14 0.69 2.06 0.67 3.87 10.13 12.20 10.68
FTSE 250 PR GBP 08-31-14 0.03 2.52 -0.78 -0.31 8.62 14.70 12.49
Hang Seng Hong Kong Composite PR HKD 08-31-14 -1.61 -0.43 6.77 3.34 12.24 5.22 4.34
Hang Seng HSI PR HKD 08-31-14 -1.52 -0.10 7.15 6.11 13.81 6.39 4.63
MSCI AC Far East Ex Japan PR USD 08-31-14 -0.56 0.22 5.56 7.65 15.91 5.41 7.72
MSCI ACWI PR USD 08-28-14 0.18 -0.12 2.51 5.39 18.05 13.10 9.19
MSCI EAFE NR USD 08-28-14 -0.04 -1.63 -0.92 2.46 15.13 13.05 8.07
MSCI EAFE PR LCL 08-28-14 0.24 -0.10 0.40 1.69 12.16 13.59 5.26
MSCI EASEA PR LCL 08-28-14 0.55 0.05 -0.98 2.95 11.71 12.44 5.48
MSCI EM Latin America PR USD 08-28-14 1.16 1.72 9.01 12.61 18.85 -1.72 1.40
MSCI EM PR LCL 08-28-14 0.36 1.18 5.34 7.71 17.15 7.87 5.69
MSCI EM PR USD 08-28-14 0.47 0.72 4.69 8.41 19.47 3.66 5.01
MSCI Europe NR USD 08-28-14 0.23 -1.80 -3.41 1.64 15.92 14.51 8.47
MSCI Europe PR LCL 08-28-14 0.75 -0.06 -1.68 2.34 11.46 13.12 5.67
MSCI Hong Kong PR USD 08-31-14 -2.37 -1.24 5.06 7.46 16.76 8.33 9.39
MSCI Japan NR USD 08-31-14 -0.54 -2.17 3.54 -0.94 9.80 8.82 5.19
MSCI Japan PR LCL 08-31-14 -0.76 -1.20 5.61 -3.05 14.24 18.10 5.52
MSCI North America NR USD 08-28-14 0.32 1.07 5.18 9.37 23.81 19.89 15.38
MSCI Pacific Ex Japan NR USD 08-31-14 -0.15 0.28 4.01 11.69 19.77 9.84 11.65
MSCI Pacific Ex Japan PR LCL 08-31-14 -0.76 -0.75 2.70 5.41 11.18 8.62 5.33
MSCI Pacific NR USD 08-31-14 -0.39 -1.24 3.72 3.62 13.48 9.22 7.49
MSCI Pacific PR LCL 08-31-14 -0.76 -1.03 4.48 -0.05 13.06 14.05 5.06
MSCI World ex USA NR USD 08-28-14 0.05 -1.44 -0.13 3.45 15.81 12.43 8.10
MSCI World Ex USA PR LCL 08-28-14 0.22 -0.02 1.02 2.81 13.20 12.98 5.35
Nikkei 225 Average PR JPY 08-31-14 -0.74 -1.26 5.41 -5.32 15.20 19.87 8.01
S&P BSE SENSEX India INR 08-31-14 1.05 2.87 10.00 25.83 43.06 16.90 11.20
S&P/ASX All Ordinaries PR 08-31-14 -0.28 0.03 2.75 5.07 9.74 8.78 4.64
S&P/TSX Composite PR 08-28-14 0.01 0.73 6.48 14.22 23.41 8.07 7.22
Shanghai SE Composite PR CNY 08-31-14 -1.05 0.71 8.73 4.78 5.66 -4.77 -3.63
SIX SMI CHF 08-31-14 1.23 2.96 -0.18 5.56 11.79 16.13 6.85
SIX SMI TR CHF 08-31-14 1.23 2.98 -0.16 8.76 15.26 19.91 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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