Morningstar® Index Performance List

Index Performance: Return (%)

Returns are simple averages. Click on a column heading to sort data by that column. Name As of Date 1-Wk 4-Wk 13-Wk YTD 1-Yr 3-Yr 5-Yr Morningstar Indexes                 Morningstar Large Cap TR USD 05-17-13 2.08 7.33 10.39 17.50 29.79 16.07 5.30 Morningstar Large Core TR USD 05-17-13 2.26 7.47 12.67 21.71 35.88 17.40 7.47 Morningstar Large Growth TR USD 05-17-13 1.39 7.05 8.83 13.78 23.65 15.94 5.46 Morningstar Large Value TR USD 05-17-13 2.63 7.48 9.91 17.60 30.76 15.05 2.81 Morningstar Mid Cap TR USD 05-17-13 2.06 9.21 9.94 20.08 35.33 17.28 7.26 Morningstar Mid Core TR USD 05-17-13 1.93 8.82 9.11 19.47 34.60 19.14 8.31 Morningstar Mid Growth TR USD 05-17-13 1.83 9.35 8.78 17.52 29.94 16.69 5.11 Morningstar Mid Value TR USD 05-17-13 2.42 9.45 11.94 23.38 41.85 15.93 8.33 Morningstar Small Cap TR USD 05-17-13 1.97 9.50 8.05 18.35 33.87 15.69 8.98 Morningstar Small Core TR USD 05-17-13 2.24 10.08 9.24 19.28 34.75 14.65 8.10 Morningstar Small Growth TR USD 05-17-13 2.12 9.83 7.56 16.84 30.27 16.95 8.10 Morningstar Small Value TR USD 05-17-13 1.54 8.57 7.24 18.77 36.54 15.47 10.67 Morningstar US Core TR USD 05-17-13 2.19 7.95 11.64 21.05 35.53 17.61 7.82 Morningstar US Growth TR USD 05-17-13 1.53 7.69 8.74 14.71 25.29 16.23 5.61 Morningstar US Market TR USD 05-17-13 2.07 7.86 10.14 18.09 31.17 16.31 6.01 Morningstar US Value TR USD 05-17-13 2.51 7.96 10.14 18.84 33.33 15.25 4.46 Morningstar Wide Moat Focus TR USD 05-17-13 2.01 10.52 8.12 13.81 33.39 16.81 12.51                 Domestic Indexes                 DJ Industrial Average TR USD 05-17-13 1.67 5.38 10.52 18.38 26.73 16.14 6.38 NASDAQ Composite PR USD 05-17-13 1.82 9.18 9.62 15.88 24.36 14.12 6.71 NYSE Composite PR 05-17-13 1.42 7.02 7.20 13.42 28.02 10.68 -0.06 Russell 2000 TR USD 05-17-13 2.20 9.98 8.31 17.84 34.01 14.26 7.62                 Bond Indexes                 Barclays US Agg Bond TR USD 05-17-13 -0.21 -0.69 0.66 0.01 2.18 4.97 5.52 Barclays US Government TR USD 05-17-13 -0.17 -0.76 0.54 -0.21 0.59 4.35 4.72 Barclays US MBS TR USD 05-17-13 -0.25 -0.62 0.13 -0.27 0.83 3.58 5.03 BofAML US HY Master II TR USD 05-17-13 -0.34 1.72 3.92 5.34 15.47 11.71 10.77 USTREAS T-Bill Auction Ave 3 Mon 04-30-13 --- 0.01 0.02 0.03 0.09 0.09 0.26 USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-13 --- 1.70 3.40 1.33 4.00 8.33 6.41                 Municipal Indexes                   Barclays Municipal TR USD 05-17-13 -0.03 0.01 0.63 1.10 4.10 5.98 5.83                 Foreign Indexes                 DJ Malaysia PR USD 05-17-13 -0.54 5.16 13.77 9.52 19.68 13.51 7.61 Euronext BEL 20 PR EUR 05-17-13 0.09 8.06 7.75 10.36 31.28 3.86 -6.37 Euronext Paris CAC 40 NR EUR 05-17-13 1.40 12.55 10.81 11.42 36.86 7.52 -1.27 Euronext Paris CAC 40 PR EUR 05-17-13 1.20 11.17 9.31 9.89 32.84 4.13 -4.65 FSE DAX PR EUR 05-17-13 0.88 9.50 7.80 7.15 28.44 7.74 -0.47 FSE DAX TR EUR 05-17-13 1.44 11.93 10.59 10.32 33.11 11.45 3.25 FTSE 100 PR GBP 05-17-13 1.48 7.67 6.24 13.99 25.94 8.51 1.29 FTSE 100 TR GBP 05-17-13 1.62 8.16 7.59 15.87 30.67 12.43 5.19 FTSE 250 PR GBP 05-17-13 2.64 8.59 8.37 18.73 38.71 13.94 7.04 Hang Seng Hong Kong Composite PR HKD 05-16-13 -0.63 6.59 -2.26 2.32 21.04 3.98 -2.61 Hang Seng HSI PR HKD 05-16-13 -0.55 6.51 -1.54 1.88 19.85 4.64 -2.06 MSCI AC Far East Ex Japan PR USD 05-17-13 -0.54 5.00 -0.07 1.91 16.69 7.45 -0.18 MSCI ACWI PR USD 05-17-13 0.95 6.25 6.33 11.20 25.25 9.75 -0.92 MSCI EAFE NR USD 05-17-13 0.44 6.02 7.52 11.67 31.96 11.47 -1.30 MSCI EAFE PR LCL 05-17-13 1.60 8.33 11.36 18.20 35.67 6.73 -2.53 MSCI EASEA PR LCL 05-17-13 0.93 7.79 6.15 11.68 28.32 6.06 -2.10 MSCI EM Latin America PR USD 05-17-13 -0.91 1.25 -4.61 -2.43 9.13 -0.57 -6.27 MSCI EM PR LCL 05-17-13 0.36 5.18 -0.10 0.75 13.37 4.54 -1.62 MSCI EM PR USD 05-17-13 -0.47 4.46 -1.95 -0.89 13.57 3.63 -3.35 MSCI Europe NR USD 05-17-13 0.16 7.78 4.65 8.84 32.24 12.08 -2.29 MSCI Europe PR LCL 05-17-13 1.20 8.69 6.87 12.01 29.26 6.25 -2.11 MSCI Hong Kong PR USD 05-17-13 -0.83 5.72 1.60 7.24 28.46 11.94 1.73 MSCI Japan NR USD 05-17-13 2.80 4.64 22.32 24.11 33.52 9.10 -0.41 MSCI Japan PR JPY 05-17-13 3.99 10.33 33.08 46.50 69.24 10.71 -2.57 MSCI North America NR USD 05-17-13 1.81 7.48 9.07 16.00 28.41 14.43 4.22 MSCI Pacific Ex Japan NR USD 05-17-13 -2.03 0.68 0.69 7.32 29.46 13.82 3.34 MSCI Pacific Ex Japan PR LCL 05-17-13 -0.42 4.04 3.19 10.59 25.73 6.23 -1.29 MSCI Pacific NR USD 05-17-13 0.93 3.12 13.16 17.21 32.01 10.80 0.96 MSCI Pacific PR LCL 05-17-13 2.29 7.87 20.16 30.81 49.88 8.46 -2.69 MSCI World Ex US NR USD 05-17-13 0.29 6.03 6.55 10.38 29.96 10.64 -1.43 MSCI World Ex USA PR LCL 05-17-13 1.48 8.10 10.15 16.45 33.10 6.18 -2.69 Nikkei 225 Average PR JPY 05-17-13 3.63 13.12 35.48 45.63 70.54 13.93 1.26 S&P BSE SENSEX India INR 05-17-13 1.01 8.30 4.20 4.42 26.23 6.41 3.08 S&P/ASX All Ordinaries PR 05-17-13 -0.60 3.33 2.08 10.62 22.60 4.66 -2.99 S&P/TSX Composite PR 05-17-13 0.19 5.57 -0.58 1.44 11.32 2.21 -3.39 Shanghai SE Composite PR CNY 05-17-13 1.60 4.06 -6.15 0.61 -4.04 -3.75 -8.83 SIX SMI CHF 05-17-13 1.25 9.91 10.39 21.37 40.99 8.80 1.59 SIX SMI TR CHF 05-17-13 1.25 10.34 13.61 24.91 45.20 12.47 4.92                 D dollars USD in dollars NR net dividends reinvested TR total return LCL in local currency PR price change

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