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Index Data

Equity

Daily Returns

DailyTrailingReturns.xml



Style

Data as of 05/10/2013	1-Day	WTD	MTD	QTD	YTD	1-Year	3-Year


Broad Market Index


US Market Index	0.48	1.42	2.43	4.21	15.69	23.35	14.89


Cap Indexes


Large Cap Index	0.38	1.16	2.21	4.45	15.11	22.52	14.54


Mid Cap Index	0.72	2.04	3.00	3.98	17.66	25.77	15.95


Small Cap Index	0.83	2.33	3.10	2.46	16.06	24.90	15.01


Composite Style Indexes


US Value Index	0.27	1.22	1.71	3.54	15.93	24.85	13.57


US Core Index	0.58	1.44	2.59	4.74	18.46	27.71	16.25


US Growth Index	0.60	1.61	3.00	4.38	12.99	18.00	14.98


Style Indexes


Large Value Index	0.18	1.10	1.44	3.48	14.59	22.92	13.19


Mid Value Index	0.50	1.41	2.48	4.28	20.46	31.20	14.53


Small Value Index	0.49	1.98	2.22	1.91	16.98	27.37	14.75


Large Core Index	0.50	1.10	2.28	5.30	19.02	28.60	15.97


Mid Core Index	0.81	2.21	3.33	3.52	17.21	25.21	17.78


Small Core Index	0.76	2.53	3.52	2.94	16.66	25.17	13.87


Large Growth Index	0.47	1.28	2.89	4.62	12.22	16.80	14.61


Mid Growth Index	0.85	2.51	3.21	4.13	15.40	21.22	15.45


Small Growth Index	1.27	2.48	3.56	2.50	14.41	22.21	16.46



Income

Data as of 05/10/2013	1-Day	WTD	MTD	QTD	YTD	1-Year	3-Year


Dividend Composite Index	0.31	0.53	1.26	5.09	18.25	24.42	17.20


Dividend Leaders Index	0.39	-0.39	-0.67	3.41	16.77	24.13	19.48


Dividend Yield Focus	0.33	-0.41	-0.55	4.36	17.25	23.12	20.03


Dividend Yield Focus - CAD Hedged	0.33	-0.40	-0.52	4.40	17.55	23.81	20.27


MLP Composite	0.50	3.13	2.26	2.71	23.89	27.43	23.44


MLP Focus	0.57	2.90	1.68	1.51	23.99	28.33	23.61


US Dividend Target 50	0.39	0.56	1.00	3.97	16.72	20.25	16.40


Canada Dividend Target 30	0.40	1.27	1.86	1.16	7.23	10.82	10.13



Sector

Data as of 05/10/2013	1-Day	WTD	MTD	QTD	YTD	1-Year	3-Year


Cyclical	0.56	2.09	3.23	7.06	18.79	30.19	13.79


Basic Materials	0.08	1.90	2.93	5.56	9.31	20.75	10.87


Consumer Cyclical	0.92	2.43	4.16	9.08	21.97	32.47	21.77


Financial Services	0.45	2.23	3.26	5.78	19.35	33.16	8.90


Real Estate	0.25	0.64	0.46	7.17	16.13	21.32	17.11


Defensive	0.78	0.32	0.70	4.39	20.06	27.69	17.61


Consumer Defensive	0.46	0.05	0.63	3.56	18.71	23.77	17.36


Healthcare	1.18	1.40	2.05	5.71	22.40	34.32	20.01


Utilities	0.31	-2.45	-3.43	2.38	16.32	18.03	15.31


Sensitive	0.25	1.58	2.89	4.49	13.67	18.90	13.76


Communication Services	0.50	1.95	2.72	7.40	16.43	38.80	23.79


Energy	-0.41	0.93	2.27	4.27	16.28	23.00	15.75


Industrials	0.39	2.31	3.76	4.72	17.33	26.54	14.29


Technology	0.54	1.48	2.92	3.86	9.00	9.10	11.15



Equity strategy

Data as of 05/10/2013	1-Day	WTD	MTD	QTD	YTD	1-Year	3-Year


US Market Factor Tilt Index	0.64	1.81	2.71	3.48	15.86	24.39	14.66


Dev Mkts ex-US Factor Tilt	-0.55	0.87	0.67	4.76	10.55	23.72	9.72


Emerging Mkts Factor Tilt	-0.76	1.10	1.44	2.68	1.80	12.87	6.27


Morningstar Canada Momentum	-0.20	-0.95	-1.62	-0.04	8.51	16.91	15.89


Morningstar Canada Value	-0.60	0.24	0.17	3.40	8.40	21.66	15.32

©Morningstar 2013. All rights reserved. The information contained herein: (1) is not guaranteed to be complete, accurate or timely; (2) is provided solely for informational purposes; (3) shall not be deemed to be an offer to buy or sell any security; (4) does not constitute investment advice; and (5) to the extent it contains any opinion, is provided as of the date written and may not be consistent across Morningstar. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.