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Morningstar Index Reports
Large Value Index Print
The Morningstar Large Value Index measures the performance of large-cap stocks with relatively low prices given anticipated per-share earnings, book value, cash flow, sales and dividends.
Portfolio Analysis12/31/2012
Price/Earning 11.68
Price/Book1.37
Price/Cash Flow6.37
Price/Sales0.90
Dividend Yield3.12
Growth Rates % (1-Year)
Earnings (Historical)-0.87
Book Value0.25
Sales-7.07
Market Cap $Mil
Median24,457
Max394,611
Min11,330
Trailing Total Returns %12/31/2012
1-Month1.80
3-Month-0.64
YTD12.89
1-Year12.89
3-Year Annualized9.79
5-Year Annualized-1.19
10-Year Annualized6.16
Calendar Year Total Returns %
200612.89
20052.23
200414.69
200311.38
2002-36.11
Top 10 Holdings12/31/2012
Total Number of Holdings78
% Weight in Top 10 Holdings50.13
Top 10 Holdings %
Exxon Mobil Corporation10.64
General Electric Co5.94
Chevron Corp5.71
AT&T Inc5.16
Pfizer Inc4.98
JPMorgan Chase & Co4.51
Bank of America Corporation3.37
Merck & Co Inc3.36
Verizon Communications Inc3.33
Citigroup Inc3.13
Complete Holdings as of 12/31/2012 (CSV)
Sector Weightings %12/31/2012
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare11.82
Consumer Services
Business Services
Financial Services22.87
Manufacturing
Consumer Goods
Industrial Goods
Energy22.60
Utilities6.97

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