Morningstar® Index Reports
The Morningstar Large Growth Index measures the performance of large-cap stocks that are expected to grow at a faster pace than the rest of the market as measured by forward earnings, historical earnings, book value, cash flow and sales.
Portfolio Analysis 01/31/2010
Price/Earning 21.93 Price/Book 3.07 Price/Cash Flow 12.25 Price/Sales 2.31 Dividend Yield 1.60 Growth Rates % (1-Year) Earnings (Historical) 14.59 Book Value 13.83 Sales 5.71 Market Cap $Mil Median 20,840 Max 247,151 Min 9,384
Trailing Total Returns % 01/31/2010
1-Month -6.02 3-Month 3.67 YTD -6.02 1-Year 39.45 3-Year Annualized -4.72 5-Year Annualized 0.02 10-Year Annualized -8.16
Calendar Year Total Returns %
2006 44.37 2005 -41.87 2004 12.34 2003 5.68 2002 3.43
Top 10 Holdings 01/31/2010
Total Number of Holdings 89 % Weight in Top 10 Holdings 42.10
Top 10 Holdings % Microsoft Corporation 8.77 Apple, Inc. 6.72 Cisco Systems, Inc. 5.10 Google, Inc. 5.02 Oracle Corporation 3.47 Abbott Laboratories 3.20 Schlumberger, Ltd. 2.98 Qualcomm, Inc. 2.53 Goldman Sachs Group, Inc. 2.52 CVS Caremark Corporation 1.80
Sector Weightings % 01/31/2010
Information 42.28 Software 13.73 Hardware 17.97 Media 1.85 Telecommunications 8.72 Service 38.97 Healthcare 13.26 Consumer Services 10.60 Business Services 8.65 Financial Services 6.46 Manufacturing 18.76 Consumer Goods 3.58 Industrial Goods 7.82 Energy 7.36 Utilities 0.00
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