» Subscribe Today!
More of what you want to know.
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 Analysis04/30/2013
Price/Earning 17.02
Price/Book2.64
Price/Cash Flow11.35
Price/Sales1.60
Dividend Yield2.46
Growth Rates % (1-Year)
Earnings (Historical)7.10
Book Value7.56
Sales6.46
Market Cap $Mil
Median
Max
Min
Trailing Total Returns %04/30/2013
1-Month2.95
3-Month9.49
YTD16.37
1-Year22.54
3-Year Annualized14.31
5-Year Annualized7.00
10-Year Annualized8.82
Calendar Year Total Returns %
200617.59
20053.40
200412.93
200321.52
2002-31.47
Top 10 Holdings04/30/2013
Total Number of Holdings85
% Weight in Top 10 Holdings39.84
Top 10 Holdings %
Microsoft Corporation6.36
Johnson & Johnson6.07
Procter & Gamble Co5.35
Berkshire Hathaway Inc Class B4.94
Wells Fargo & Co4.75
Wal-Mart Stores Inc3.31
PepsiCo Inc3.24
Amgen Inc1.99
United Technologies Corp1.96
AbbVie Inc1.86
Complete Holdings as of 04/30/2013 (CSV)
Sector Weightings %04/30/2013
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare19.41
Consumer Services
Business Services
Financial Services16.71
Manufacturing
Consumer Goods
Industrial Goods
Energy4.42
Utilities1.97

Copyright 2014 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.