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Journal of Indexes

U.S. Market Overview In Style
By Journal of Indexes Staff


Trailing Returns %
Morningstar Indexes 3-Month YTD 1-Yr 3-Yr 5-Yr 10-Yr
US Market 10.40 28.45 28.45 –5.01 1.09 –0.11
Large Cap 9.77 24.76 24.76 –5.30 0.63 –1.88
Mid Cap 12.34 39.03 39.03 –4.48 2.33 4.50
Small Cap 11.20 37.75 37.75 –4.35 1.61 5.68
US Value 6.66 17.95 17.95 –9.41 –0.12 3.58
US Core 10.32 25.96 25.96 –3.54 1.79 2.21
US Growth 14.61 43.00 43.00 –2.25 1.20 –6.26
Large Value 5.12 11.38 11.38 –10.82 –0.94 1.77
Large Core 9.59 21.52 21.52 –3.27 1.65 0.48
Large Growth 15.19 44.37 44.37 –1.94 0.60 –8.19
Mid Value 10.27 36.05 36.05 –6.26 1.76 8.06
Mid Core 12.36 38.94 38.94 –4.60 1.84 6.78
Mid Growth 14.58 42.05 42.05 –2.96 3.09 –1.21
Small Value 12.26 40.28 40.28 –4.14 2.13 10.22
Small Core 11.80 39.86 39.86 –5.48 1.69 8.79
Small Growth 9.44 32.98 32.98 –3.89 0.65 –1.44
Morningstar Data
Morningstar Data
Biggest Influence on Style Index Performance
YTD Constituent
Return % Weight %
Best Performing Index
Large Growth 44.37
Apple Inc. 146.90 4.14
Microsoft Corp. 60.50 8.39
Google Inc. Cl A 101.52 4.00
Cisco Systems Inc. 46.87 5.23
Goldman Sachs Group Inc. 102.54 1.84
Worst Performing Index
Large Value 11.38
JPMorgan Chase & Co. 34.36 4.71
Ford Motor Co. 336.68 0.21
Merck & Co. Inc. 26.73 2.57
Morgan Stanley 87.93 0.62
Dow Chemical Co. 89.96 0.56

Morningstar Data
Source: Morningstar. Data as of Dec. 31, 2009.

Notes and Disclaimer: ©2009 Morningstar, Inc. All Rights Reserved. Unless otherwise noted, all data is as of most recent month end. Multi-year returns are annualized. NA: Not Available. Biggest Influence on Index Performance lists are calculated by multiplying stock returns for the period by their respective weights in the index as of the start of the period. Sector and Industry Indexes are based on Morningstar's proprietary sector classifications. The information contained herein is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
 

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