Morningstar Catalog 2010/2011 - (Page 63)

+ 1 866 374 – 8800 63 Ibbotson SBBI Classic Yearbook Leading capital markets reference. ® ® Advisors turn to the Ibbotson ® SBBI ® Classic Yearbook to analyze historical capital markets performance and illustrate the value of long-term investing to clients. Many of our market charts and presentations depict data from this definitive reference. The Ibbotson SBBI Classic Yearbook provides total returns and index values dating back to 1926 for large and small company stocks, long-term corporate bonds, long- and intermediate-term government bonds, Treasury bills, and inflation. The 2010 edition includes a discussion of human capital, liability-driven investing, and other retirementrelated issues, as well as an analysis of active fund performance. Preview content and purchase the book Eighty-Four Years of Capital Markets Performance Corporate Performance Graph Service Customizable and compliant annual reporting. Investor relations professionals rely on Morningstar for performance graphs to include in their annual reports. These peer group graphs comply with SEC reporting requirements, charting a company’s five-year cumulative total return relative to its peer group and overall market indexes. Peer groups can be selected from several industry group classification systems. The graphs are then delivered to clients with the data and list of peer group companies used to create them. Clients can provide their own list of companies for custom peer group comparisons. Morningstar also offers additional investor relations services (see p. 53). Order customized graphs COMPARISON OF CUMULATIVE TOTAL RETURN XYZ Company 160.00 Broad Market Index Industry Index 140.00 120.00 DOLLARS 100.00 80.00 60.00 40.00 2005 2006 2007 2008 2009 2010 ASSUMES $100 INVESTED ON JAN.01, 2006 ASSUMES DIVIDEND REINVESTED FISCAL YEAR ENDING DEC.31, 2010 AMCORE FINANCIAL BANCORPSOUTH INC BANKATLANTIC BANCORP BANKUNITED FINANCIAL CAPITAL CITY BANK GROUP COLONIAL BANCGROUP CULLEN FROSTBANKERS INC FIRSTMIDWEST BANCORP FIRSTMERIT CORP FNB CORPORATION FL IBERIABANK CORPORATION PARK NATIONAL CORP PROSPERITY BANCSHARES SOUTH FINANCIAL GROUP STERLING BANCSHARES SUSQUEHANNA BANCSHARES TRUSTMARK CORP UNITED BANKSHARES INC UNITED COMMUNITY BANK WESBANCOINC WHITNEY HOLDING CORP Performance Graph in an Annual Report

Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011

Morningstar Catalog 2010/2011
Legg Mason
T. Rowe Price
Raymond James
Morningstar Direct
RBC Global Asset Management (U.S.) Inc.
Morningstar® EnCorr®
CPMS Equity Market Service and CPMS Backtest Service
Morningstar® Workstation
Morningstar® Annuity Research CenterSM
Morningstar Quotes
Alpari (UK) Ltd
Morningstar LIM
Morningstar® QuoteSpeed
Morningstar® Fund Research
Morningstar® Equity Research
Morningstar® ETF Research
Morningstar® Corporate Credit Research
Morningstar Realpoint
Morningstar Associates
Ibbotson Associates
Morningstar Investment Services
Morningstar® Licensed Data
Morningstar® Document Library
Manager Benchmarks
Manager Profiles
Morningstar® Alternative Investment Center
Morningstar® Traded Fund Center
Morningstar® Pension and Endowment Center
Morningstar® Indexes
Morningstar® Equity Licensed Data
Morningstar® Document Research
Morningstar FootnotedPro
Morningstar® Advisor Workstation
Morningstar® Analyst Research Center
Morningstar® Portfolio Builder
Morningstar® Annuity Analyzer
Morningstar® Enterprise Data Management
Morningstar® Site Builder and Licensed Tools
Investor Relations Services
Morningstar® Advisor Websites
Morningstar Office
Labrum Capital Advisors, LLC
Morningstar® Principia
CPMS Model Portfolios
Advisor Professional Development
Morningstar® Newsletter Builder
Financial Charts and Presentations
Ibbotson® SBBI® Classic Yearbook
Corporate Performance Graph Service
Morningstar® Institutional Marketing and Sales Solutions
Morningstar® Investment Profiles and Guides
Morningstar Valuation Services
Ibbotson Valuation Publications
Ibbotson® Cost of Capital Resources Center
Advertising Services
Customer and Employee Incentive Programs®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books

Morningstar Catalog 2010/2011