Portfolio Fundamentals as of 08/06/2010
Portfolio/Benchmark
Average Sales Change
Q0 LTM/Q4 LTM-1
Average Operating Earnings Change
Q0 LTM/Q4 LTM-1
Average Return on Equity
Average Forward P/E FY2
Average Earnings Surprise % Latest Qtr.
Average Operating Margin % Change Trailing Year
All Cap Core
7.36
34.88
23.06
12.79
4.39
1.47
Russell 3000
42.19
66.49
(8.87)
20.28
10.22
4.70
Fundamental A Stocks
36.13
109.25
38.25
12.29
30.30
17.72
Russell 3000
42.19
66.49
(8.87)
20.28
10.22
4.70
International Growth
5.80
20.76
20.50
13.09
5.47
3.15
ADR Universe
12.63
28.48
8.81
14.42
9.41
4.77
Large Cap Core
7.02
82.86
26.17
13.29
7.77
5.10
Russell 1000
8.68
62.07
15.80
19.31
9.27
4.29
Large Cap Growth
1.94
10.92
28.67
18.55
9.97
7.27
Russell 1000 Growth
10.11
38.13
20.20
18.56
7.51
4.36
Large Cap Value
15.19
44.19
19.37
15.20
10.11
9.59
Russell 1000 Value
4.18
72.80
11.27
19.66
9.54
3.85
Mid Cap Growth
(0.74)
14.28
33.11
15.12
9.10
7.91
Russell Mid Cap Growth
11.27
43.60
19.33
19.83
8.05
4.84
Power Dividend
1.62
4.34
24.25
13.95
5.64
3.62
S&P 500
6.66
71.13
19.12
15.42
8.95
4.59
Small Cap Growth
14.64
70.97
12.13
15.55
10.55
7.23
Russell 2000 Growth
91.61
83.60
(32.93)
20.02
11.71
4.98
Small Cap Value
18.44
98.29
14.62
13.31
12.55
8.02
Russell 2000 Value
5.07
59.55
(4.53)
20.20
10.09
4.77
Small to Mid Cap Growth
33.49
115.08
46.30
15.99
17.35
7.87
Russell 2000 Growth
91.61
83.60
(32.93)
20.02
11.71
4.98
Vantage
43.30
230.05
29.04
14.94
20.17
13.81
Russell 3000
42.19
66.49
(8.87)
20.28
10.22
4.70