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Morningstar Index Reports
Small Core Index Print
The Morningstar Small Core Index measures the performance of small-cap stocks where neither growth nor value characteristics predominate.
Portfolio Analysis12/31/2012
Price/Earning 18.08
Price/Book1.96
Price/Cash Flow9.39
Price/Sales0.99
Dividend Yield1.26
Growth Rates % (1-Year)
Earnings (Historical)5.05
Book Value-3.89
Sales-2.96
Market Cap $Mil
Median1,569
Max3,816
Min643
Trailing Total Returns %12/31/2012
1-Month3.19
3-Month3.38
YTD16.70
1-Year16.70
3-Year Annualized12.41
5-Year Annualized4.86
10-Year Annualized10.53
Calendar Year Total Returns %
200616.70
2005-4.74
200427.77
200339.86
2002-36.19
Top 10 Holdings12/31/2012
Total Number of Holdings262
% Weight in Top 10 Holdings8.13
Top 10 Holdings %
Abercrombie & Fitch Company Class A1.04
JDS Uniphase Corp (CA)0.86
Alaska Air Group, Inc.0.83
World Fuel Services Corporation0.81
Teleflex Inc.0.80
Acuity Brands Inc0.79
Visteon Corp.0.77
Patterson-UTI Energy, Inc.0.76
Mid-America Apartment Communities0.75
Louisiana-Pacific Corp.0.73
Complete Holdings as of 12/31/2012 (CSV)
Sector Weightings %12/31/2012
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare7.80
Consumer Services
Business Services
Financial Services9.84
Manufacturing
Consumer Goods
Industrial Goods
Energy5.90
Utilities1.19

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