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Morningstar Indexes
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 Analysis10/31/2009 
Price/Earning 13.65
Price/Book1.12
Price/Cash Flow4.52
Price/Sales0.58
Dividend Yield4.65
Growth Rates % (1-Year) 
Earnings (Historical)-8.98
Book Value-6.84
Sales0.66
Market Cap $Mil 
Median1,005
Max3,545
Min14
 
 
 Trailing Total Returns %10/31/2009 
1-Month-6.74
3-Month7.69
YTD23.44
1-Year14.05
3-Year Annualized-6.93
5-Year Annualized1.78
10-Year Annualized8.76
 
 Calendar Year Total Returns %
2006-31.67
2005-8.15
200420.03
20035.12
200224.03
 
 Top 10 Holdings10/31/2009 
Total Number of Holdings258
% Weight in Top 10 Holdings9.40
Top 10 Holdings % 
SL Green Realty Corporation1.17
Oshkosh Corporation1.07
Jarden Corporation0.95
Macerich Company0.93
Hospitality Properties Trust0.93
Alexandria Real Estate Equities, Inc.0.92
Gannett Co., Inc.0.89
Chimera Investment Corporation0.86
Del Monte Foods Company0.85
UDR, Inc.0.84
Complete Holdings as of 10/31/2009 (CSV)
 
 Sector Weightings %10/31/2009 
Information7.01
Software0.88
Hardware2.78
Media2.69
Telecommunications0.66
Service56.69
Healthcare3.71
Consumer Services8.61
Business Services6.72
Financial Services37.65
Manufacturing36.30
Consumer Goods10.37
Industrial Goods13.39
Energy3.04
Utilities9.50
 

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