Portfolio Fundamentals as of 11/25/2008
Portfolio/BenchmarkAverage Sales Change Q0/Q4-1Average Operating Earnings Change Q0/Q4-1Average Return on EquityAverage Forward P/E FY2Average Earnings Surprise % Latest Qtr.Average Operating Margin % Change Trailing Year
All Cap Core 28.3746.5722.709.414.072.28
Russell 3000 343.2243.2712.1516.473.38(0.70)
All Cap Growth 35.6557.8819.9211.118.521.60
Russell 3000 Growth 535.5454.9517.6617.384.140.41
Dynamic MPT 88.74149.9310.4411.086.390.62
Russell 3000 343.2243.2712.1516.473.38(0.70)
Fundamental A Stocks 64.06173.3523.108.8312.4813.76
Russell 3000 343.2243.2712.1516.473.38(0.70)
International Growth 14.1345.2226.779.73(0.36)2.92
ADR Universe 33.7615.1210.2415.05(0.99)(0.60)
Large Cap Core 21.6832.4019.5312.333.041.11
Russell 1000 11.1920.4110.1918.082.22(0.52)
Large Cap Growth 30.6731.6933.8214.755.390.89
Russell 1000 Growth 17.2841.4313.0019.603.530.66
Large Cap Value 9.9412.1112.409.723.230.06
Russell 1000 Value 5.98(2.89)8.0821.791.55(1.80)
Micro to Small Cap Growth 32.1731.1421.0111.898.972.11
Russell 2000 Growth 821.5862.0822.0315.884.490.23
Mid Cap Growth 22.0548.5224.7210.704.983.31
Russell Mid Cap Growth 17.1044.2911.4622.223.490.55
Power Dividend 28.8442.2717.548.393.892.72
S&P 500 8.848.9210.5511.382.30(0.20)
Small Cap Growth 39.4168.869.5312.998.861.22
Russell 2000 Growth 821.5862.0822.0315.884.490.23
Small Cap Value 16.5956.12(6.51)12.903.45(0.82)
Russell 2000 Value 79.4341.0311.0415.023.64(1.44)
Small to Mid Cap Growth 37.5373.0912.5315.179.023.28
Russell 2000 Growth 821.5862.0822.0315.884.490.23
Vantage 57.8796.7022.599.984.034.95
Russell 3000 343.2243.2712.1516.473.38(0.70)