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Large Core Index
The Morningstar Large Core Index measures the performance of large-cap stocks where neither growth nor value characteristics predominate.
Portfolio Analysis
10/31/2009
Price/Earning
15.96
Price/Book
2.43
Price/Cash Flow
8.79
Price/Sales
1.15
Dividend Yield
2.49
Growth Rates % (1-Year)
Earnings (Historical)
6.97
Book Value
5.46
Sales
11.03
Market Cap
$Mil
Median
21,528
Max
191,607
Min
8,401
Trailing Total Returns
%
10/31/2009
1-Month
-1.55
3-Month
4.58
YTD
13.07
1-Year
8.27
3-Year Annualized
-4.74
5-Year Annualized
1.85
10-Year Annualized
-0.01
Calendar Year Total Returns
%
2006
-31.47
2005
8.64
2004
15.54
2003
3.82
2002
13.99
Top 10 Holdings
10/31/2009
Total Number of Holdings
80
% Weight in Top 10 Holdings
44.36
Top 10 Holdings %
Procter & Gamble Company
6.07
Johnson & Johnson
5.83
International Business Machines Corp
5.69
Wells Fargo Company
4.36
Coca-Cola Company
4.05
Hewlett-Packard Company
4.02
Wal-Mart Stores, Inc.
3.88
Intel Corporation
3.80
PepsiCo, Inc.
3.39
Philip Morris International Inc
3.27
Complete Holdings as of 10/31/2009 (CSV)
Sector Weightings
%
10/31/2009
Information
19.85
Software
0.31
Hardware
14.40
Media
5.14
Telecommunications
0.00
Service
40.24
Healthcare
10.82
Consumer Services
13.61
Business Services
3.30
Financial Services
12.51
Manufacturing
39.91
Consumer Goods
20.02
Industrial Goods
8.70
Energy
9.03
Utilities
2.16
© Copyright 2009 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.
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