2014 Pulitzer Prize Winner
Morningstar Indexes
Morningstar� Index Reports
Mid Value IndexPrint
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 Analysis12/31/2012�
Price/Earning 12.52
Price/Book1.30
Price/Cash Flow6.21
Price/Sales0.64
Dividend Yield2.59
Growth Rates % (1-Year)
Earnings (Historical)2.37
Book Value3.52
Sales3.50
Market Cap $Mil
Median4,457
Max13,319
Min2,047
�Trailing Total Returns %12/31/2012�
1-Month3.02
3-Month4.40
YTD17.58
1-Year17.58
3-Year Annualized11.37
5-Year Annualized3.78
10-Year Annualized9.80
�Calendar Year Total Returns %
200617.58
2005-2.60
200420.61
200336.05
2002-35.95
�Top 10 Holdings12/31/2012�
Total Number of Holdings199
% Weight in Top 10 Holdings11.36
Top 10 Holdings %
Ameriprise Financial Inc1.27
Parker Hannifin Corporation1.25
Northeast Utilities1.21
ConAgra Foods, Inc.1.18
Delphi Automotive PLC1.11
Mylan Inc1.10
Murphy Oil Corporation1.08
Humana1.07
Bunge Ltd1.05
Eastman Chemical Company1.03
Complete Holdings as of 12/31/2012 (CSV)
�Sector Weightings %12/31/2012�
Information
Software
Hardware
Media
Telecommunications
Service
Healthcare7.77
Consumer Services
Business Services
Financial Services21.06
Manufacturing
Consumer Goods
Industrial Goods
Energy5.35
Utilities12.86

� Copyright 2017 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.