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The data file Mutual Funds.

xls contains information regarding nine variables from a sample of 838 mutual funds:
Category: Type of stocks comprising the mutual fund (small cap, mid cap, large cap)
Objective: Objective of stocks comprising the mutual fund (growth or value)
Assets: In millions of dollars Fees Sales charges (no or yes)
Expense Ratio: ratio of expenses to net assets in percentage
Risk: Risk-of-loss factor of the mutual fund (low, average, high)
2005 return: Twelve-month return in 2005
Three-year return: Annualized return, 2003 - 2005
Five-year return: Annualized return, 2001 - 2005

For 2005 return, three-year return, and five-year return,


a. Compute the mean, median, first quartile, and third quartile.
b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation. Compute skewness an
c. Construct a frequency distribution and draw histogram.
d. Construct cumulative relative distribution and draw an ogive.

You wish to compare small cap, mid cap, and large cap mutual funds. For each of these three groups, for the variables exp
a. Compute the mean, median, first quartile, and third quartile.
b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation.
c. Construct side-by-side box-and-whisker plots. Are the data skewed? If so, how?
d. What conclusions can you reach about differences between small cap, mid cap, and large cap mutual funds?

Due Date: 26.07.2015

e of 838 mutual funds:

variation. Compute skewness and kurtosis..

ree groups, for the variables expense ratio in percentage, 2005 return, three-year return, and five-year return,

variation.

ge cap mutual funds?

return,

Category
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Objective Assets Fees


Growth
56.00 No
Growth
873.00 No
Growth
1787.80 No
Growth
133.20 No
Growth
952.40 Yes
Growth
1663.80 Yes
Growth
2322.00 No
Growth
1766.10 Yes
Growth
268.80 No
Growth
498.80 No
Growth
1107.10 Yes
Growth
79.20 No
Growth
462.80 No
Growth
349.50 No
Growth
4165.90 No
Growth
3425.70 No
Growth
19570.00 No
Growth
50.80 No
Growth
83.20 No
Growth
202.90 Yes
Growth
75.50 Yes
Growth
869.50 Yes
Growth
64.00 No
Growth
121.70 Yes
Growth
167.00 No
Growth
70.80 No
Growth
50.10 No
Growth
58.50 No
Growth
77.30 No
Growth
443.40 Yes
Growth
696.20 Yes
Growth
506.90 No
Growth
636.80 No
Growth
290.50 No
Growth
263.20 No
Growth
202.80 Yes
Growth
1245.30 No
Growth
398.40 Yes
Growth
1729.10 Yes
Growth
1584.60 Yes
Growth
148.60 No
Growth
664.90 No
Growth
154.20 No
Growth
118.70 No
Growth
210.60 No
Growth
1640.90 No
Growth
299.50 No
Growth
292.30 No
Growth
90.90 No

Expense Ratio
1.37
1.09
0.74
0.91
1.44
1.27
0.96
1.40
2.09
0.98
1.49
0.90
1.90
0.74
1.00
1.00
0.99
1.39
1.35
1.61
1.60
1.55
1.20
1.44
1.69
1.02
0.15
1.05
1.04
1.55
1.42
1.18
1.33
1.55
0.93
1.12
0.86
1.40
1.30
1.30
2.14
1.09
1.13
1.10
1.36
0.88
1.16
1.10
0.76

Risk Return 2005 3-Year Return


Average
2.7
10.2
Average
1.0
9.0
Average
5.7
9.0
Average
6.4
13.1
High
3.1
10.4
Average
4.9
12.2
High
11.5
18.8
High
7.0
14.7
High
10.7
15.8
Average
5.6
9.6
High
11.6
20.1
High
15.2
15.7
High
4.5
12.2
Average
10.5
12.0
High
4.8
12.8
Average
0.9
10.5
Average
2.1
12.5
High
4.4
11.1
High
8.2
13.3
Average
6.3
16.5
High
3.0
20.6
Average
5.0
8.2
High
8.0
11.7
Average
6.5
14.6
Average
5.0
9.7
Average
2.9
11.7
Average
0.1
10.6
High
2.0
12.6
High
4.6
15.1
High
11.1
21.4
Average
13.2
22.6
Low
11.4
15.4
High
1.3
16.9
High
9.6
12.4
High
0.8
7.3
Average
5.9
13.4
High
5.3
11.5
Average
8.0
25.1
Average
9.6
16.8
Average
5.9
16.3
Average
4.4
11.3
High
6.4
13.7
High
6.0
12.0
High
1.2
11.6
High
9.6
21.4
High
6.9
18.3
High
3.0
12.5
High
13.9
13.3
High
8.1
14.2

Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth

1001.00
588.90
4536.10
218.70
346.40
93.00
107.30
383.70
377.30
344.90
107.60
9671.00
89.40
128.00
3857.70
609.80
3150.70
287.50
412.10
22577.10
58486.30
6082.80
130.10
26818.30
4655.80
664.30
8208.70
800.10
877.10
151.80
889.10
427.80
1001.80
97.90
1326.90
209.50
94.60
82.70
362.20
199.00
85.60
138.70
130.40
71536.40
810.50
7721.40
360.70
242.20
55.30
109.50

No
No
No
No
No
Yes
Yes
No
Yes
No
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
No
No
No
No
Yes
No
Yes
Yes
Yes
No
Yes
Yes
No
Yes
Yes
No
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes

1.21
1.15
0.95
1.06
1.33
1.35
1.35
1.02
1.15
1.28
1.44
0.57
1.03
1.52
1.30
1.32
1.26
1.39
0.89
0.64
0.92
0.88
1.02
0.82
0.71
0.75
0.75
0.81
0.82
1.33
0.92
1.45
0.96
1.51
1.53
0.85
1.64
0.27
1.39
1.11
2.24
1.44
1.50
0.66
0.88
0.67
1.18
1.26
1.21
1.43

Average
Average
Low
Average
High
Low
Low
High
High
High
High
Average
Average
High
High
Average
Average
Average
High
Average
Low
Average
High
High
High
Average
High
Average
Average
High
High
Average
High
High
High
High
High
Average
Average
High
High
High
High
Average
Average
High
High
Average
High
High

6.6
6.6
4.1
4.6
4.1
3.0
3.7
3.5
6.6
12.2
5.6
7.5
11.5
20.9
5.2
7.0
8.4
11.0
7.3
4.0
16.2
10.3
18.2
13.5
10.6
7.5
8.9
9.0
7.4
6.0
7.1
3.7
1.0
11.1
10.3
6.6
11.6
4.6
2.4
5.5
2.4
1.6
1.9
14.2
3.9
14.0
5.2
6.8
8.7
4.0

12.8
13.2
9.8
14.2
13.8
7.8
8.7
11.3
12.5
16.7
10.8
13.8
13.8
15.5
12.5
11.2
14.4
13.3
21.0
11.3
19.6
16.2
18.9
21.6
15.1
12.7
16.9
15.1
14.9
11.2
13.2
11.4
11.7
23.3
14.9
15.3
24.5
11.5
11.2
14.9
12.6
10.0
18.7
19.3
9.9
17.6
14.5
13.0
14.6
16.1

Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth

5195.00
181.40
3124.60
153.80
67.70
1291.90
11389.10
1294.80
244.20
202.00
564.80
55.10
735.70
6022.40
4806.70
2334.20
9816.60
1336.20
2372.80
231.20
147.10
153.10
416.20
106.70
98.00
308.90
1030.00
105.70
236.30
427.60
3965.10
2245.20
146.40
4771.20
20458.30
894.20
135.00
747.90
1161.30
135.50
961.20
634.60
2359.90
417.70
507.10
245.70
1340.60
366.90
52.90
861.80

No
No
No
Yes
No
Yes
No
No
No
No
No
No
No
No
No
No
No
Yes
No
Yes
Yes
No
No
No
Yes
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
No
Yes
No
No

0.20
0.25
0.18
1.50
2.35
1.32
0.90
1.16
1.20
1.16
0.57
1.02
0.66
0.92
0.97
1.03
0.89
1.06
0.85
1.24
1.84
1.25
1.87
0.85
1.65
0.93
2.00
1.34
1.26
1.36
1.25
1.26
1.30
0.92
0.20
1.11
1.32
1.00
1.94
2.16
1.20
1.28
1.26
0.94
1.28
2.17
1.73
1.16
1.00
0.77

High
High
Average
Average
High
Low
High
Average
Average
High
Average
Average
High
Average
High
High
High
High
Low
High
High
Average
High
High
High
High
High
High
Average
Average
Average
Average
Average
High
High
Average
Average
Average
Average
Average
High
High
High
High
High
Average
Average
High
High
High

5.1
4.9
3.8
14.4
6.4
2.2
4.0
14.6
12.3
4.0
12.8
12.0
4.3
12.5
6.8
14.2
9.4
13.9
-1.4
4.7
-3.1
4.6
2.3
10.6
7.6
15.5
7.2
3.8
4.9
7.8
9.7
6.7
6.7
3.9
1.4
8.3
11.4
5.9
8.2
10.7
1.3
6.4
8.7
0.9
1.3
21.6
13.3
15.5
17.6
15.7

13.0
13.5
11.3
16.0
13.0
9.7
12.8
17.0
15.8
12.2
17.2
15.6
12.8
16.2
16.1
17.8
19.3
17.2
6.7
12.4
12.0
15.3
21.6
19.4
12.4
16.2
11.3
10.9
12.5
25.2
17.2
17.2
10.1
11.8
18.5
15.2
15.8
12.7
13.3
16.8
13.3
12.5
17.4
12.9
11.1
18.0
13.0
16.4
18.1
16.4

Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth

264.80
69.50
129.40
152.80
160.00
5710.70
124.90
2317.30
1075.30
133.30
208.30
59.10
140.20
595.80
94.10
54.50
115.50
59.40
412.20
467.70
349.30
582.40
416.20
2201.20
6943.90
55.80
385.80
208.90
130.70
576.00
1047.80
606.80
113.10
385.80
2266.00
5950.10
418.90
903.20
340.00
379.90
397.90
71.00
76.80
101.20
159.80
2038.80
196.30
54.20
298.70
159.80

No
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
No
Yes
Yes
Yes
No
No
No
No

1.00
2.23
1.32
1.46
1.53
1.06
1.42
0.89
1.15
1.17
1.15
1.03
1.43
1.34
1.31
1.60
1.56
1.25
1.37
0.94
1.37
1.43
1.37
1.07
1.08
1.77
1.14
1.49
1.17
1.67
1.20
0.75
1.15
1.27
1.19
0.95
1.13
0.81
1.06
1.30
1.36
0.65
1.00
1.19
1.04
1.15
1.98
2.23
2.44
2.67

Average
Average
High
High
High
High
High
Average
High
High
High
Average
High
High
High
High
High
High
High
High
High
High
High
High
High
Average
Average
High
Average
High
High
Average
Average
Average
High
Average
Average
High
High
Average
High
Average
High
High
Average
High
High
Average
Average
High

3.9
-0.4
4.4
5.3
4.2
4.7
8.8
8.2
8.9
4.8
3.3
7.6
7.6
3.5
-1.4
3.8
-0.7
5.7
3.2
13.7
-3.0
6.8
3.7
8.8
5.5
10.6
11.3
11.3
7.5
-3.0
1.3
9.4
7.4
9.5
8.4
0.9
7.2
8.5
8.2
3.8
5.7
3.1
9.6
2.1
-2.6
5.1
15.4
1.5
5.8
2.1

9.5
6.7
13.9
14.6
13.2
13.0
18.1
14.8
10.1
13.0
10.4
12.8
18.3
10.8
8.5
12.8
12.8
9.5
11.5
17.1
31.3
14.9
9.1
16.1
11.3
12.4
16.2
21.6
12.4
30.5
17.6
16.8
12.6
12.4
12.4
9.0
16.8
13.8
12.2
10.5
13.6
10.5
16.0
11.9
6.7
15.6
18.3
8.7
16.0
9.0

Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Value
Value

138.80
57.20
769.20
7842.10
10749.20
873.00
71.80
472.00
75.30
3312.60
560.10
52.70
88.70
614.50
353.70
850.00
1139.40
244.80
966.70
133.80
218.10
307.90
3255.10
1153.40
188.60
65.30
1499.40
139.10
385.30
745.20
6756.80
4680.50
20761.90
5074.70
2829.80
1766.70
65.00
244.90
97.80
1162.40
456.20
1964.80
51.30
879.20
204.80
416.50
132.70
101.50
108.30
133.30

No
Yes
Yes
No
No
No
No
Yes
Yes
No
No
Yes
Yes
Yes
No
No
No
No
No
No
No
No
Yes
Yes
Yes
No
Yes
No
No
No
No
No
Yes
No
No
Yes
Yes
No
No
No
No
No
Yes
No
No
No
Yes
No
No
No

0.21
1.59
1.58
0.88
0.74
0.92
1.01
1.60
1.50
0.86
0.45
1.60
1.68
1.26
1.29
0.97
1.02
1.45
1.00
0.80
1.13
1.16
1.14
1.11
1.50
0.72
0.99
2.45
0.25
0.88
0.22
0.41
0.46
0.55
0.95
1.23
1.34
1.40
1.60
1.50
1.29
0.95
1.89
1.07
0.92
1.43
1.44
1.93
0.84
1.20

High
High
Average
Average
Average
High
Average
High
Average
High
High
High
High
High
High
High
High
High
High
High
Average
High
High
High
High
Average
Average
High
High
High
Average
High
High
High
High
High
Average
Average
High
High
High
High
High
High
High
Average
High
Average
Average
Low

3.1
1.6
6.3
5.9
6.6
4.3
1.9
9.5
15.3
3.7
5.2
3.4
9.1
16.4
16.0
5.4
7.2
10.7
9.7
1.0
10.4
10.3
7.7
7.5
15.0
7.1
15.4
4.4
4.1
7.9
5.1
9.1
8.5
11.2
4.9
15.2
10.3
9.4
10.2
9.0
7.9
5.7
3.3
-5.1
6.7
8.5
6.8
5.5
6.1
8.5

11.5
10.3
15.1
14.5
15.5
16.2
11.1
18.3
19.5
20.7
12.7
10.4
18.3
22.7
20.4
14.2
16.6
16.7
15.5
18.0
12.9
11.5
13.8
11.8
15.0
12.6
14.5
12.9
13.7
16.3
12.4
17.2
20.9
14.5
11.7
16.5
15.5
17.3
20.8
16.9
14.1
11.4
11.3
11.9
12.5
13.5
13.6
13.2
16.7
17.1

Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value

3742.40
133.50
583.00
176.00
2602.70
455.10
788.50
52.70
636.80
467.70
932.60
2302.30
14282.70
102.40
112.20
153.10
306.70
283.60
368.60
967.70
114.00
168.30
65.10
1379.20
72.30
309.90
18903.80
1177.80
146.80
1189.50
51035.10
559.30
200.50
118.50
1471.80
379.30
60.90
146.70
472.60
874.20
58.30
5115.70
58.80
1547.80
637.00
859.80
1514.80
3009.80
16565.30
26088.70

Yes
Yes
No
No
No
No
No
No
No
No
No
No
Yes
No
Yes
No
No
No
No
Yes
No
No
No
No
No
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
No
No
Yes
Yes
No
No
Yes
No
No

1.29
1.33
0.98
1.19
1.13
1.16
1.10
1.60
0.94
1.10
0.87
0.99
0.60
1.35
1.50
1.18
0.80
0.98
0.80
1.02
1.14
1.09
1.14
0.86
1.22
1.20
0.89
1.15
0.75
1.00
0.53
1.15
1.25
1.26
1.07
1.22
1.36
1.11
1.19
1.39
1.12
1.09
1.00
1.16
1.13
0.99
1.32
1.22
0.66
0.69

Average
Average
Low
Average
Average
Low
Average
Low
Low
Low
Low
Low
Low
Low
Low
Average
Low
Average
Low
Low
Low
Low
Average
Average
Low
Low
Low
Low
Low
Low
Low
Average
Average
Low
Low
Low
Average
Average
Low
Average
Low
Average
Low
Average
Average
Low
Average
Low
Average
Low

5.6
6.3
10.0
1.2
3.8
11.5
2.7
12.1
9.7
3.7
4.2
5.0
4.9
4.6
5.8
7.0
8.7
10.5
6.6
8.2
6.8
4.9
1.5
7.1
5.9
8.2
10.7
2.9
5.7
6.3
9.4
5.2
8.3
8.5
11.5
11.1
9.1
8.1
3.5
7.6
2.6
10.0
5.9
4.7
3.3
5.1
3.1
6.2
3.5
5.7

16.1
15.2
16.6
15.4
15.2
17.4
20.1
20.3
20.9
15.0
15.4
15.7
12.7
13.6
16.6
15.9
15.2
17.3
14.2
17.2
13.9
15.6
13.9
15.5
11.0
14.7
18.1
13.1
15.3
14.6
19.9
14.5
22.5
15.6
16.7
16.4
14.8
18.9
14.3
14.7
13.5
24.7
15.7
13.5
13.3
13.9
9.9
15.1
10.6
15.2

Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value

12250.60
237.70
1188.20
121.10
103.10
275.80
666.20
163.50
23716.60
540.50
230.70
553.90
591.60
2162.50
186.10
67.20
84.60
811.70
636.80
365.60
299.50
66546.40
5732.10
434.00
3036.00
54.30
100.00
2807.70
327.80
836.60
1540.80
802.10
111.90
119.30
548.70
1119.10
78.00
707.20
14798.70
522.50
121.60
572.60
124.40
324.70
201.00
401.00
107.20
94.70
1066.00
205.70

No
No
No
Yes
No
Yes
Yes
Yes
Yes
No
Yes
Yes
No
Yes
No
Yes
No
No
No
No
Yes
Yes
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
No
No
No
Yes
Yes
No
No
No
No
No
No
Yes
No
No
Yes

0.64
0.63
0.91
1.17
1.23
1.43
0.93
1.31
0.63
1.46
1.10
1.25
0.68
1.23
1.18
1.18
1.75
0.80
0.80
0.58
1.15
0.57
0.20
0.25
0.18
1.47
1.66
1.30
1.90
1.20
0.94
1.07
1.17
1.12
1.30
0.82
1.95
1.85
0.83
1.39
0.94
2.05
1.22
1.22
0.99
0.82
1.00
0.78
1.59
1.12

Average
Low
Low
Average
Low
Average
Low
Low
Average
Low
Low
Low
Low
Low
Low
Average
Average
Low
Low
Low
Average
Low
Low
Low
Average
Low
Low
Low
High
Low
Average
Average
Low
Low
Average
Average
Average
Average
Average
Average
Average
Average
Average
Low
High
Low
Average
Low
Average
Low

4.6
4.8
4.9
7.0
4.8
5.6
3.2
3.6
11.7
6.4
8.2
5.8
5.4
5.4
1.9
9.8
14.3
10.9
9.2
10.4
6.8
6.9
6.9
6.6
5.7
4.0
6.2
8.8
16.3
2.3
17.7
16.2
6.3
5.9
3.7
4.1
8.3
9.3
3.3
1.5
5.1
4.9
5.5
6.3
0.9
8.2
5.2
2.5
2.8
12.3

15.1
13.9
13.2
14.9
13.3
14.9
12.5
14.0
18.8
15.5
18.5
16.3
15.6
14.1
13.5
18.2
29.2
16.7
21.9
17.6
15.5
14.0
17.3
17.6
17.1
14.5
15.9
19.2
14.3
8.8
19.2
19.8
17.0
13.0
14.3
15.8
16.9
16.8
15.1
14.2
14.7
13.4
15.3
12.5
14.9
15.1
14.0
13.0
13.9
17.6

Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value

442.20
754.10
4620.80
207.60
3536.10
793.30
103.50
1106.50
241.70
1417.40
1994.70
361.80
1204.00
437.90
242.90
6198.20
6037.70
99.10
349.20
1364.80
660.70
886.70
294.50
86.00
58.60
90.00
655.90
3950.70
326.90
627.10
2389.70
11876.40
1215.50
224.20
3935.90
901.00
883.80
96.40
731.40
136.70
4767.60
223.30
7869.10
103.10
1071.50
3590.00
94.10
3872.00
2251.80
383.20

No
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
Yes
Yes
No
Yes
Yes
No
Yes
Yes
Yes
Yes

2.00
1.28
1.16
1.33
0.80
0.70
0.70
0.85
1.72
0.90
0.95
1.01
1.10
1.31
1.25
1.03
1.00
1.21
1.40
1.32
1.37
1.07
0.99
1.52
1.15
1.27
1.08
1.02
1.12
1.17
1.07
0.92
1.13
1.29
1.04
1.12
1.11
1.25
0.60
0.96
1.14
1.22
0.92
1.62
1.05
1.00
1.14
0.93
1.08
0.92

Low
Average
Low
Low
Low
Low
Low
Average
Average
Average
Average
Low
Low
Low
Average
Low
Low
Average
Average
Low
Low
Low
Average
Low
Low
Average
Low
Low
Low
Average
Low
Low
Low
Average
Low
Average
Average
Low
Average
Low
Low
Average
Low
Average
Low
Low
Low
Low
High
Average

14.1
-0.7
6.2
3.5
5.1
7.4
10.1
4.6
3.6
8.4
18.0
7.6
3.3
9.8
-1.4
-1.3
4.8
1.9
9.3
1.8
6.0
6.5
2.6
8.3
-0.9
8.2
5.5
5.7
1.1
4.7
5.7
5.1
5.8
12.6
13.3
7.4
11.8
6.5
6.2
11.4
7.7
3.8
9.9
10.1
7.2
7.8
2.0
4.1
4.0
6.0

21.3
14.2
15.1
9.8
13.3
19.4
18.2
18.2
16.5
19.4
24.1
18.0
14.4
16.2
12.1
11.4
14.1
9.0
17.9
10.8
14.9
17.5
7.6
15.5
10.1
13.0
14.9
15.1
11.2
12.8
14.5
14.1
17.4
14.1
23.9
12.5
19.3
14.1
15.8
15.7
17.1
16.4
17.2
20.2
14.9
9.7
11.8
12.3
15.8
15.0

Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap

Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value

2237.90
79.60
67.50
144.00
98.70
67.00
90.80
445.30
129.90
774.40
17958.40
1760.70
3071.60
363.00
872.00
96.40
55.30
89.20
73.30
605.50
909.10
383.60
1370.40
2077.90
11944.70
6437.70
984.80
2836.40
1015.30
3360.10
28867.50
13275.40
1246.10
207.10
1945.80
490.20
62683.80
212.70
727.30
61.40
176.00
55.70
945.00
590.70

No
No
Yes
No
No
No
No
Yes
Yes
No
No
No
No
No
No
No
Yes
No
Yes
No
No
No
No
No
Yes
Yes
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
Yes

0.98
1.93
1.20
2.53
0.21
0.97
1.60
1.72
1.63
0.78
0.74
0.78
0.93
1.01
1.33
0.74
1.52
1.29
1.30
1.37
0.91
0.90
1.00
0.78
0.84
0.81
0.37
0.32
0.39
0.21
0.37
0.39
0.90
1.25
1.16
1.34
0.60
1.40
0.85
1.15
1.51
1.65
0.91
0.90

Low
Low
Low
Average
Low
Low
Low
Average
Low
Low
Low
Average
Low
Low
Low
Average
Average
Low
Average
Low
Low
Low
Average
Low
Low
Low
Average
Low
Low
Average
Low
Average
Low
Average
Average
Low
Low
Low
Low
Average
Low
Low
Low
Average

6.8
8.5
3.4
3.2
5.4
6.8
1.5
8.9
4.2
3.3
4.3
2.6
6.3
1.3
3.0
9.5
19.4
0.2
2.3
2.3
10.7
9.7
6.9
5.8
4.2
9.9
4.2
4.4
6.4
7.1
7.0
5.0
5.8
8.5
10.7
4.0
3.5
8.9
5.5
7.8
13.8
8.9
9.5
3.3

17.5
16.0
13.5
14.2
14.2
18.2
9.4
15.3
14.1
13.1
14.7
13.4
16.8
13.8
16.7
17.9
18.5
11.4
13.4
11.3
16.7
17.5
15.2
14.2
17.1
16.9
14.3
14.0
16.4
17.8
18.1
17.7
17.3
15.8
12.4
13.9
12.7
15.6
14.1
15.4
16.1
16.6
18.9
12.3

5-Year Return
-3.7
-1.9
-2.7
-1.5
-5.2
-1.8
-5.0
-7.4
-2.1
-4.6
-1.4
-3.7
-6.9
-3.3
-2.9
-3.1
-1.4
-2.8
-5.4
0.8
0.0
-3.4
-2.7
-1.3
-2.5
-2.5
0.1
-1.8
0.3
2.6
1.9
2.7
1.2
-2.9
-7.9
-1.6
-3.7
7.5
1.7
1.3
-2.4
-2.9
-2.7
-4.7
1.7
-2.1
6.1
-4.7
-3.3

-5.1
25.3

6.7
42.3

-2.9
-2.9
-0.4
-1.7
-4.7
-1.4
-1.0
-5.8
-2.4
-7.5
-6.4
0.4
-1.6
-0.6
-4.2
0.3
-0.3
-1.8
-0.6
-3.0
6.2
1.9
-2.5
-2.2
-1.3
-2.0
-1.4
7.6
1.0
-4.5
-3.3
-3.8
-4.4
-1.4
-5.3
-4.6
5.0
-1.3
2.6
-2.8
-5.8
-4.1
-7.6
3.1
-4.0
-1.5
0.8
0.5
-5.0
-9.3

-3.8
-3.4
-1.7
-0.8
-6.5
1.0
-5.2
1.1
1.7
-4.4
1.2
0.9
-4.5
1.1
-4.9
-4.4
-1.8
-2.1
1.6
-4.2
-8.5
1.1
8.8
-0.2
-8.3
-3.7
-6.7
-8.3
-2.1
7.1
1.2
1.3
-2.5
5.5
7.0
1.2
-0.1
-1.8
-4.0
1.0
-5.4
-5.0
-5.0
-5.3
6.3
-2.8
-4.2
-0.8
-0.1
-0.6

-6.2
-6.8
-5.5
-7.8
-10.8
-1.5
-8.0
2.2
-5.6
-3.6
-7.3
0.1
-2.9
-8.0
-5.0
-9.3
-7.8
-2.7
-6.1
-1.8
-26.5
-5.7
-9.2
-2.1
-4.7
-2.5
0.8
0.7
-3.9
26.5
-8.2
1.1
0.4
-1.8
-5.5
-3.0
0.5
-3.7
-5.1
-1.9
-5.5
-2.4
-4.8
-4.8
-4.3
0.1
-2.6
-4.3
0.4
-8.9

-6.8
-5.5
-0.1
-0.5
1.4
-0.3
-2.1
-3.8
1.5
-0.2
-5.1
-6.0
10.0
0.7
1.7
-4.1
-6.0
-5.5
-4.3
-7.5
-1.3
-2.0
-7.9
-4.8
-1.6
0.0
-1.3
-8.7
-0.9
-4.6
-1.2
1.3
2.9
-8.0
-2.2
-1.0
0.0
3.8
1.5
-4.8
-6.7
-4.5
-4.7
-12.5
-1.7
-0.9
-0.8
1.1
2.0
4.2

3.8
3.5
5.3
5.0
2.0
11.8
8.4
5.4
8.6
7.0
7.4
8.8
6.1
9.0
3.4
1.1
4.8
3.7
5.2
3.8
2.6
5.0
2.4
3.1
1.3
3.5
3.9
2.4
3.8
4.3
11.0
1.7
5.5
3.2
6.4
5.9
1.6
5.1
7.9
1.3
4.6
7.2
6.2
2.1
0.9
3.8
0.3
4.7
0.7
3.8

3.7
1.9
2.7
2.0
3.8
-0.9
3.6
6.1
4.6
7.1
5.2
5.4
5.0
4.0
5.5
2.2
8.8
3.6
6.1
7.1
0.1
3.9
5.1
5.6
2.3
2.5
4.9
12.4
-2.2
-0.3
2.8
5.4
6.3
1.8
1.2
0.9
2.6
4.8
2.6
1.5
3.3
1.9
3.7
2.5
6.2
1.9
0.6
2.2
3.7
6.6

9.0
4.6
3.9
0.0
1.6
7.0
4.3
5.9
3.5
4.4
6.9
6.5
5.3
2.8
1.2
6.9
10.4
-0.7
6.7
1.4
2.5
7.8
-0.7
5.5
6.1
-2.0
3.5
3.7
1.3
1.4
5.2
2.4
7.1
1.8
9.8
-2.9
3.7
2.1
3.2
4.1
5.8
6.1
3.5
1.6
2.6
7.3
0.5
2.5
1.3
0.4

6.4
2.8
4.0
2.0
2.8
6.8
5.3
2.7
7.4
2.6
5.9
1.7
6.2
4.0
7.9
3.6
7.0
2.9
1.1
3.2
4.9
6.6
2.5
3.0
4.8
5.1
-1.5
4.1
6.6
2.6
5.8
6.0
7.2
1.9
-1.5
6.2
4.4
2.0
2.4
3.3
3.0
5.3
9.5
1.7

-26.5
26.5

For 2005 Return


Mean
Median
First Quartile
Third Quartile
Range
Interquartile Range
Variance
Standard Deviation
Coefficient of Variation
Skewness
Kurtosis

Class
(-6)-(-4)
(-4)-(-2)
(-2)-(0)
0-2
(2)-(4)
(4)-(6)
(6)-(8)
(8)-(10)
(10)-(12)
(12)-(14)
(14)-(16)
(16)-(18)
(18)-(20)
(20)-(22)
(22)-(24)
(24)-(26)

Bin
-4
-2
0
2
4
6
8
10
12
14
16
18
20
22
24
26

7.3428401
6.9
4.3
10.3
30.4
6
20.477195
4.5251735
0.3555731
0.4555622

Cumulative Frequency Frequency Relative Cumulative Frequency


2
2
0.0023866348
16
14
0.0190930788
35
19
0.0417661098
88
53
0.1050119332
192
104
0.2291169451
350
158
0.4176610979
487
137
0.5811455847
619
132
0.7386634845
720
101
0.8591885442
775
55
0.9248210024
804
29
0.9594272076
823
19
0.9821002387
831
8
0.991646778
835
4
0.9964200477
837
2
0.9988066826
838
1
1
0

Frequency
200
150
100
50
0

1.2
1
0.8
0.6
0.4
0.2
0

For 3 Year return


Mean
17.8
Median
17.2
First Quartile
14.1
Third Quartile
21.075
Range
35.6
Interquartile Range
6.975
Variance
24.501649
Standard Deviation
4.949914
Coefficient of Variation
Skewness
0.6607301
Kurtosis
1.0381248

Class
(6)-(8)
(8)-(10)
(10)-(12)
(12)-(14)
(14)-(16)
(16)-(18)
(18)-(20)
(20)-(22)
(22)-(24)
(24)-(26)
(26)-(28)
(28)-(30)
(30)-(32)
(32)-(34)
(34)-(36)
(36)-(38)
(38)-(40)
(40)-(42)
(42)-(44)
(44)-(46)

Bin
8
10
12
14
16
18
20
22
24
26
28
30
32
34
36
38
40
42
44
46

Cumulative Frequency Frequency Relative Cumulative Frequency


6
6
0.0071599045
29
23
0.0346062053
85
56
0.1014319809
200
115
0.2386634845
336
136
0.4009546539
464
128
0.553699284
569
105
0.6789976134
681
112
0.8126491647
760
79
0.9069212411
793
33
0.946300716
814
21
0.9713603819
824
10
0.9832935561
831
7
0.991646778
835
4
0.9964200477
836
1
0.9976133652
836
0
0.9976133652
836
0
0.9976133652
837
1
0.9988066826
838
1
1
838
0

(42)-(44)

(40)-(42)

(38)-(40)

(36)-(38)

(34)-(36)

(32)-(34)

(30)-(32)

(28)-(30)

(26)-(28)

(24)-(26)

(22)-(24)

(20)-(22)

(18)-(20)

(16)-(18)

(14)-(16)

(12)-(14)

(10)-(12)

(8)-(10)

(6)-(8)
(6)-(8)
(8)-(10)
(10)-(12)
(12)-(14)
(14)-(16)
(16)-(18)
(18)-(20)
(20)-(22)
(22)-(24)
(24)-(26)
(26)-(28)
(28)-(30)
(30)-(32)
(32)-(34)
(34)-(36)
(36)-(38)
(38)-(40)
(40)-(42)
(42)-(44)

Frequency

160
140
120
100
80
60
40
20
0

1.2

0.8

0.6

0.4

0.2

For 5 Year return


Mean
Median
First Quartile
Third Quartile
Range
Interquartile Range
Variance
Standard Deviation
Coefficient of Variation
Skewness
Kurtosis

Class
(-28)-(-26)
(-26)-(-24)
(-24)-(-22)
(-22)-(-20)
(-20)-(-18)
(-18)-(-16)
(-16)-(-14)
(-14)-(-12)
(-12)-(-10)
(-10)-(-8)
(-8)-(-6)
(-6)-(-4)
(-4)-(-2)
(-2)-(0)
0-2
(2)-(4)
(4)-(6)
(6)-(8)
(8)-(10)
(10)-(12)
(12)-(14)
(14)-(16)
(16)-(18)
(18)-(20)
(20)-(22)
(22)-(24)
(24)-(26)

Bin
-26
-24
-22
-20
-18
-16
-14
-12
-10
-8
-6
-4
-2
0
2
4
6
8
10
12
14
16
18
20
22
24
26
28

Frequency
1
0
0
0
0
0
0
3
3
17
27
69
73
91
112
105
68
71
47
47
37
28
17
10
5
3
3
1

3.3755369928
2.5
-1.6
7.4
53
9
48.5766170948
6.9696927547
0.399561336
0.2789359787

Cumulative Frequency Cumulative Relative Frequency


1
0.0011933174
1
0.0011933174
1
0.0011933174
1
0.0011933174
1
0.0011933174
1
0.0011933174
1
0.0011933174
4
0.0047732697
7
0.008353222
24
0.0286396181
51
0.0608591885
120
0.1431980907
193
0.2303102625
284
0.338902148
396
0.4725536993
501
0.5978520286
569
0.6789976134
640
0.7637231504
687
0.8198090692
734
0.8758949881
771
0.9200477327
799
0.9534606205
816
0.9737470167
826
0.9856801909
831
0.991646778
834
0.9952267303
837
0.9988066826
838
1

120
100
80
60
40
20
0

1.2
1
0.8
0.6
0.4
0.2
0

Small Cap
Mean
Median
Minimum
First Quartile
Second Quartile
Third Quartile
Maximum
Range
Interquartile Range
Variance
Standard Deviation
Coefficient of Variation
Skewness
Kurtosis

Return 2005

3 years

6.7733624454
6.7
-5
4
6.7
9.7
20.5
25.5
5.7
21.2829276795
4.6133423545

21.79039301
21.5
12.1
19.4
21.5
23.8
42.3
30.2
4.4
17.0944687
4.134545768

-0.0088166348
-0.0413541017

0.792586212
2.541079456

5 Years

Expense Ratio

8.7441048035
10.6
-11.9
2.6
10.6
14.2
25
36.9
11.6
54.77607255
7.4010859035

1.3094759825
1.31
0.23
1.15
1.31
1.5
2.66
2.43
0.35
0.1275777944
0.3571803387

-0.238064808
-0.607561509

-0.261887683
2.4075715622

Return 2005
Mean
Median
Minimum
First Quartile
Second Quartile
Third Quartile
Maximum
Range
Interquartile Range
Variance
Standard Deviation
Coefficient of Variation
Skewness
Kurtosis

9.7698795181
10
-3.6
6.75
10
12.375
25.3
28.9
5.625
22.2738751369
4.7195206469
0.2333591184
0.6042993595

Mid Cap
3 years

5 years

Expense Ratio

20.14458
20.1
11.8
17.175
20.1
22.2
40.5
28.7
5.025
17.3043
4.134546

3.660843
3.2
-13.3
-1.3
3.2
9.1
24.1
37.4
10.4
45.37428
6.736043

1.2428313253
1.225
0.23
1
1.225
1.4
2.93
2.7
0.4
0.175082238
0.418428295

1.196627
3.722152

-0.041626
-0.324026

0.5675007834
2.2604343278

Large Cap
Mean
Median
Minimum
First Quartile
Second Quartile
Third Quartile
Maximum
Range
Interquartile Range
Variance
Standard Deviation
Coefficient of Variation
Skewness
Kurtosis

Return 2005

3 years

5 years

6.727765237
6.3
-5.1
4
6.3
9.05
21.6
26.7
5.05
16.724046352
4.089504414

14.85869074
14.7
6.7
12.6
14.7
16.8
31.3
24.6
4.2
12.13500914
3.483534002

0.4934537246
1
-26.5
-2.85
1
3.8
26.5
53
6.65
23.505771529
4.8482751086

0.5533325929
0.7276274975

0.826895393
2.288061631

-0.113855522
2.9506001002

Expense Ratio
1.1484875847
1.14
0.15
0.92
1.14
1.345
2.67
2.52
0.425
0.1574015536
0.3967386464
0.4027845587
1.4637979883

Box Whisker Plot- 2005 Return


Minimum
First Quartile
Second Quartile
Third Quartile
Maximum

Large Cap
-5.1
4
6.3
9.05
21.6

Mid Cap
-3.6
6.75
10
12.375
25.3

Small Cap
-5
4
6.7
9.7
20.5

Mid Cap
11.8
17.175
20.1
22.2
40.5

Small Cap
12.1
19.4
21.5
23.8
42.3

Mid Cap
-13.3
-1.3
3.2
9.1
24.1

Small Cap
-11.9
2.6
10.6
14.2
25

Mid Cap

Small Cap

Box Whisker Plot- 3 Years


Minimum
First Quartile
Second Quartile
Third Quartile
Maximum

Large Cap
6.7
12.6
14.7
16.8
31.3

Box Whisker Plot- 5 Years


Minimum
First Quartile
Second Quartile
Third Quartile
Maximum

Large Cap
-26.5
-2.85
1
3.8
26.5

Box Whisker Plot- Expense Ratio


Large Cap

Minimum
First Quartile
Second Quartile
Third Quartile
Maximum

0.15
0.92
1.14
1.345
2.67

0.23
1
1.225
1.4
2.93

0.23
1.15
1.31
1.5
2.66

Large Cap+10
4.9
14
16.3
19.05
31.6

Mid Cap+10
6.4
16.75
20
22.375
35.3

3.5
27.15
31
33.8
56.5

16.7
28.7
33.2
39.1
54.1

Small Cap+10
5
14
16.7
19.7
30.5

6
18.1
32.6
40.6
44.2
55

2
3.5

3
2.5
2

Row
57

1.5

Row
56

Row

3.5

3
2.5

Row
57

2
1.5

Row
56

Row
55

0.5
0
1

30

Differences
Large Cap
4.9
9.1
2.3
2.75
12.55
10

Mid Cap
6.4
10.35
3.25
2.375
12.925
10

25
Small Cap
5
9
2.7
3
10.8
10

20
15
10
5
0
-5
-10

Differences
Large cap
6.7
5.9
2.1
2.1
14.5
-31.3

Mid Cap
11.8
5.375
2.925
2.1
18.3
-40.5

Small Cap
12.1
7.3
2.1
2.3
18.5
-42.3

Differences
Large Cap 60
3.5
23.65 50
3.85
2.8
40
22.7
30

Mid Cap
16.7
12
4.5
Row
5.9
43
15
Row
42

20

Row
41

10
Large Cap 0

Small Cap
18.1
14.5
8
3.6
10.8

Differences
Mid Cap

Small Cap

10
0
0.15
0.77
0.22
0.205
1.325

0.23
0.77
0.225
0.175
1.53

0.23
0.92
0.16
0.19
1.16

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