Portfolio Fundamentals as of 01/31/2012
Portfolio/Benchmark
Average Sales Change
Q0 LTM/Q4 LTM-1
Average Operating Earnings Change Year/Year
Average Return on Equity
Average Forward P/E FY2
Average Earnings Surprise % Latest Qtr.
Average Operating Margin % Change Trailing Year
All Cap Core
23.20
249.19
28.55
13.05
10.20
(2.29)
Russell 3000
29.18
94.87
5.37
22.27
6.06
1.52
Fundamental A Stocks
47.90
328.03
44.02
37.41
23.71
15.75
Russell 3000
29.18
94.87
5.37
22.27
6.06
1.52
International Growth
19.85
146.73
30.13
12.17
4.31
0.31
ADR Universe
27.70
87.17
15.97
20.80
3.89
(1.09)
Large Cap Core
14.48
80.47
28.15
14.57
5.62
1.37
Russell 1000
17.87
114.34
15.05
18.11
4.64
1.11
Large Cap Growth
17.94
93.65
34.39
16.67
4.96
1.55
Russell 1000 Growth
4.69
96.34
20.24
19.49
4.69
1.75
Large Cap Value
12.65
62.99
29.17
11.44
4.63
1.02
Russell 1000 Value
13.21
132.61
7.29
17.66
4.61
0.77
Mid Cap Growth
18.80
101.59
46.75
16.43
4.57
4.18
Russell Mid Cap Growth
4.01
95.79
16.89
20.67
4.86
2.10
Power Dividend
10.45
185.83
25.16
12.59
2.79
(2.04)
S&P 500
11.35
68.70
19.33
14.68
3.75
1.00
Small Cap Growth
25.10
12.12
13.53
17.21
4.91
(0.13)
Russell 2000 Growth
49.00
110.58
(0.30)
23.84
7.28
1.22
Small Cap Value
20.49
139.26
12.68
13.82
4.35
1.71
Russell 2000 Value
31.48
91.83
5.49
24.67
6.48
2.08
Small to Mid Cap Growth
72.28
199.98
33.95
19.52
15.11
4.99
Russell 2000 Growth
49.00
110.58
(0.30)
23.84
7.28
1.22
Vantage
36.12
201.48
27.94
16.71
9.34
7.43
Russell 3000
29.18
94.87
5.37
22.27
6.06
1.52