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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 Analysis04/30/2013
Price/Earning 13.96
Price/Book1.53
Price/Cash Flow6.92
Price/Sales1.05
Dividend Yield3.08
Growth Rates % (1-Year)
Earnings (Historical)-1.55
Book Value4.34
Sales-3.96
Market Cap $Mil
Median
Max
Min
Trailing Total Returns %04/30/2013
1-Month2.00
3-Month7.00
YTD12.96
1-Year18.39
3-Year Annualized11.86
5-Year Annualized2.16
10-Year Annualized7.41
Calendar Year Total Returns %
200612.89
20052.23
200414.69
200311.38
2002-36.11
Top 10 Holdings04/30/2013
Total Number of Holdings79
% Weight in Top 10 Holdings49.25
Top 10 Holdings %
Exxon Mobil Corporation9.62
Chevron Corp5.72
General Electric Co5.59
Pfizer Inc5.04
AT&T Inc4.96
JPMorgan Chase & Co4.53
Verizon Communications Inc3.72
Merck & Co Inc3.43
Citigroup Inc3.42
Bank of America Corporation3.21
Complete Holdings as of 04/30/2013 (CSV)
Sector Weightings %04/30/2013
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare12.06
Consumer Services
Business Services
Financial Services23.17
Manufacturing
Consumer Goods
Industrial Goods
Energy21.48
Utilities7.40

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