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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 Analysis12/31/2012
Price/Earning 12.13
Price/Book1.15
Price/Cash Flow5.71
Price/Sales0.56
Dividend Yield2.98
Growth Rates % (1-Year)
Earnings (Historical)1.07
Book Value1.55
Sales0.46
Market Cap $Mil
Median1,553
Max3,457
Min303
Trailing Total Returns %12/31/2012
1-Month2.99
3-Month3.93
YTD18.30
1-Year18.30
3-Year Annualized13.51
5-Year Annualized6.99
10-Year Annualized11.61
Calendar Year Total Returns %
200618.30
2005-1.84
200425.96
200340.28
2002-31.67
Top 10 Holdings12/31/2012
Total Number of Holdings236
% Weight in Top 10 Holdings8.47
Top 10 Holdings %
Tenet Healthcare Corp1.03
Starwood Property Trust, Inc.0.92
Terex Corp0.92
Trinity Industries, Inc.0.84
Community Health Systems Inc0.83
Assured Guaranty Ltd0.82
Oshkosh Corporation0.80
McDermott International Inc0.77
AECOM Technology Corporation0.76
Old Republic International0.76
Complete Holdings as of 12/31/2012 (CSV)
Sector Weightings %12/31/2012
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare5.89
Consumer Services
Business Services
Financial Services21.73
Manufacturing
Consumer Goods
Industrial Goods
Energy2.83
Utilities10.54

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