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Morningstar Index Reports
Large Core Index Print
The Morningstar Large Core Index measures the performance of large-cap stocks where neither growth nor value characteristics predominate.
Portfolio Analysis12/31/2012
Price/Earning 15.39
Price/Book2.32
Price/Cash Flow10.16
Price/Sales1.40
Dividend Yield2.51
Growth Rates % (1-Year)
Earnings (Historical)7.08
Book Value6.42
Sales7.29
Market Cap $Mil
Median27,333
Max228,245
Min11,046
Trailing Total Returns %12/31/2012
1-Month1.06
3-Month0.92
YTD17.59
1-Year17.59
3-Year Annualized11.15
5-Year Annualized2.72
10-Year Annualized7.80
Calendar Year Total Returns %
200617.59
20053.40
200412.93
200321.52
2002-31.47
Top 10 Holdings12/31/2012
Total Number of Holdings84
% Weight in Top 10 Holdings40.27
Top 10 Holdings %
Microsoft Corporation5.94
Johnson & Johnson5.70
Procter & Gamble Co5.45
Wells Fargo & Co4.91
Berkshire Hathaway Inc Class B4.80
Wal-Mart Stores Inc3.35
PepsiCo Inc3.11
Abbott Laboratories3.04
United Technologies Corp2.03
Amgen Inc1.94
Complete Holdings as of 12/31/2012 (CSV)
Sector Weightings %12/31/2012
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare18.79
Consumer Services
Business Services
Financial Services16.58
Manufacturing
Consumer Goods
Industrial Goods
Energy4.56
Utilities1.97

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