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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 Analysis04/30/2013
Price/Earning 20.23
Price/Book2.18
Price/Cash Flow10.48
Price/Sales1.10
Dividend Yield1.30
Growth Rates % (1-Year)
Earnings (Historical)-4.82
Book Value0.38
Sales1.63
Market Cap $Mil
Median
Max
Min
Trailing Total Returns %04/30/2013
1-Month-0.55
3-Month6.15
YTD12.69
1-Year17.14
3-Year Annualized11.31
5-Year Annualized7.97
10-Year Annualized11.36
Calendar Year Total Returns %
200616.70
2005-4.74
200427.77
200339.86
2002-36.19
Top 10 Holdings04/30/2013
Total Number of Holdings259
% Weight in Top 10 Holdings8.20
Top 10 Holdings %
Alaska Air Group, Inc.1.05
Abercrombie & Fitch Company Class A0.95
Omega Healthcare Investors, Inc.0.90
Highwoods Properties Inc0.80
Teleflex Inc.0.77
JDS Uniphase Corp (CA)0.77
Acuity Brands Inc0.76
Visteon Corp.0.75
Patterson-UTI Energy, Inc.0.74
World Fuel Services Corporation0.71
Complete Holdings as of 04/30/2013 (CSV)
Sector Weightings %04/30/2013
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare7.91
Consumer Services
Business Services
Financial Services9.58
Manufacturing
Consumer Goods
Industrial Goods
Energy5.69
Utilities1.37

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