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Morningstar Index Reports
Small Value Index Print
The Morningstar Small Value Index measures the performance of small-cap stocks with relatively low prices given anticipated per-share earnings, book value, cash flow, sales and dividends.
Portfolio Analysis04/30/2013
Price/Earning 13.42
Price/Book1.33
Price/Cash Flow6.36
Price/Sales0.65
Dividend Yield2.80
Growth Rates % (1-Year)
Earnings (Historical)2.73
Book Value3.13
Sales1.40
Market Cap $Mil
Median
Max
Min
Trailing Total Returns %04/30/2013
1-Month-0.31
3-Month6.44
YTD14.44
1-Year22.55
3-Year Annualized12.67
5-Year Annualized10.40
10-Year Annualized12.53
Calendar Year Total Returns %
200618.30
2005-1.84
200425.96
200340.28
2002-31.67
Top 10 Holdings04/30/2013
Total Number of Holdings235
% Weight in Top 10 Holdings9.60
Top 10 Holdings %
Tenet Healthcare Corp1.22
Starwood Property Trust, Inc.1.15
Community Health Systems Inc1.08
Assured Guaranty Ltd1.03
Axiall Corp0.94
Oshkosh Corporation0.88
Trinity Industries, Inc.0.86
Old Republic International0.84
Terex Corp0.81
Avis Budget Group Inc0.80
Complete Holdings as of 04/30/2013 (CSV)
Sector Weightings %04/30/2013
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare6.33
Consumer Services
Business Services
Financial Services21.37
Manufacturing
Consumer Goods
Industrial Goods
Energy2.65
Utilities10.82

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