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Morningstar Index Reports
Mid Value Index Print
The Morningstar Mid Value Index measures the performance of mid-cap stocks with relatively low prices given the anticipated per-share earnings, book value, cash flow, sales and dividends.
Portfolio Analysis04/30/2013
Price/Earning 14.06
Price/Book1.54
Price/Cash Flow6.98
Price/Sales0.74
Dividend Yield2.53
Growth Rates % (1-Year)
Earnings (Historical)6.02
Book Value3.95
Sales4.93
Market Cap $Mil
Median
Max
Min
Trailing Total Returns %04/30/2013
1-Month1.76
3-Month9.14
YTD17.55
1-Year24.44
3-Year Annualized12.58
5-Year Annualized8.34
10-Year Annualized11.33
Calendar Year Total Returns %
200617.58
2005-2.60
200420.61
200336.05
2002-35.95
Top 10 Holdings04/30/2013
Total Number of Holdings197
% Weight in Top 10 Holdings11.43
Top 10 Holdings %
Ameriprise Financial Inc1.28
ConAgra Foods, Inc.1.23
Delta Air Lines Inc1.23
Northeast Utilities1.20
Delphi Automotive PLC1.14
Parker Hannifin Corporation1.11
American Capital Agency Corp.1.10
DTE Energy Holding Company1.06
AmerisourceBergen Corp1.05
Fidelity National Information Services, Inc.1.04
Complete Holdings as of 04/30/2013 (CSV)
Sector Weightings %04/30/2013
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare7.90
Consumer Services
Business Services
Financial Services21.02
Manufacturing
Consumer Goods
Industrial Goods
Energy5.27
Utilities12.99

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