Morningstar - Q1 2020 - 75

Monthly Price/Fair Value by Region 12/31/2019
U.S.

Greater Europe

Greater Asia

P/FV
+25.0%

A percentage of 0.0 connotes fairly valued

6.7
2.6
0.0
-3.2

-25.0

Date

52-Week High

7.1

12/27/2019

52-Week Low

-7.0

All-Time High*
All-Time Low*

Date

52-Week High

3.7

12/27/2019

01/11/2019

52-Week Low

-11.4

16.6

01/16/2004

All-Time High*

-36.5

11/21/2008

All-Time Low*

Date

52-Week High

-1.2

04/19/2019

08/30/2019

52-Week Low

-19.9

08/30/2019

34.2

07/01/2005

All-Time High*

106.7

05/05/2006

-35.2

10/10/2008

All-Time Low*

-40.8

10/24/2008

*All-time highs and lows since June 2002 to present.

6.2

14.6

6.0

-7.9

-0.5

0.8

-2.6

-0.7

9.4

12.9

Averages

Value

Blend

Growth

8.7

22.1

4.4

-9.1

1.7

15.1

2.2

-9.3

-3.4

4.8

-2.6

-10.8

6.1

18.2

Averages

Value

Blend

Growth

Moat Valuation

Large

-3.0

-11.5

-9.7

0.2

5.4

-1.6

Mid

8.4

Large

13.6

Mid

10.8

Style Valuation

Small

Style Valuation

0.4

-12.5

-5.1

2.5

-5.2

-14.2

-9.9

-6.7

-10.8

-10.8

-1.9

3.7

Averages

Value

Blend

Growth

Moat Valuation

Uncertainty Rating
Low Medium

Moat Valuation

Uncertainty Rating
High Very High

Economic Moat

None

2019

P/FV (%)

*All-time highs and lows since June 2002 to present.

Style Valuation

2018

Greater Asia 12/31/2019

P/FV (%)

*All-time highs and lows since June 2002 to present.

None

2017

Greater Europe 12/31/2019
P/FV (%)

Economic Moat

2016

Large

U.S. 12/31/2019

2015

Mid

2014

Small

2013

2012

Small

2011

Uncertainty Rating

Low Medium

High Very High

8.4

-5.1

-5.6

-8.6

7.1

6.0

4.0

-13.8

Narrow

12.4

2.4

6.3

-2.1

Narrow

11.5

6.4

0.0

-11.7

Wide

12.2

6.9

8.6

76.5

Wide

19.5

21.4

2.0

-

Economic Moat

Low Medium

High Very High

None

-0.8

-1.3

-6.0

-17.6

Narrow

-0.3

5.5

1.1

-9.1

Wide

19.2

21.4

3.9

-

morningstar.com/lp/magazine

75


http://www.morningstar.com/lp/magazine

Morningstar - Q1 2020

Table of Contents for the Digital Edition of Morningstar - Q1 2020

Contents
Morningstar - Q1 2020 - Cover1
Morningstar - Q1 2020 - Cover2
Morningstar - Q1 2020 - 1
Morningstar - Q1 2020 - 2
Morningstar - Q1 2020 - Contents
Morningstar - Q1 2020 - 4
Morningstar - Q1 2020 - 5
Morningstar - Q1 2020 - 6
Morningstar - Q1 2020 - 7
Morningstar - Q1 2020 - 8
Morningstar - Q1 2020 - 9
Morningstar - Q1 2020 - 10
Morningstar - Q1 2020 - 11
Morningstar - Q1 2020 - 12
Morningstar - Q1 2020 - 13
Morningstar - Q1 2020 - 14
Morningstar - Q1 2020 - 15
Morningstar - Q1 2020 - 16
Morningstar - Q1 2020 - 17
Morningstar - Q1 2020 - 18
Morningstar - Q1 2020 - 19
Morningstar - Q1 2020 - 20
Morningstar - Q1 2020 - 21
Morningstar - Q1 2020 - 22
Morningstar - Q1 2020 - 23
Morningstar - Q1 2020 - 24
Morningstar - Q1 2020 - 25
Morningstar - Q1 2020 - 26
Morningstar - Q1 2020 - 27
Morningstar - Q1 2020 - 28
Morningstar - Q1 2020 - 29
Morningstar - Q1 2020 - 30
Morningstar - Q1 2020 - 31
Morningstar - Q1 2020 - 32
Morningstar - Q1 2020 - 33
Morningstar - Q1 2020 - 34
Morningstar - Q1 2020 - 35
Morningstar - Q1 2020 - 36
Morningstar - Q1 2020 - 37
Morningstar - Q1 2020 - 38
Morningstar - Q1 2020 - 39
Morningstar - Q1 2020 - 40
Morningstar - Q1 2020 - 41
Morningstar - Q1 2020 - 42
Morningstar - Q1 2020 - 43
Morningstar - Q1 2020 - 44
Morningstar - Q1 2020 - 45
Morningstar - Q1 2020 - 46
Morningstar - Q1 2020 - 47
Morningstar - Q1 2020 - 48
Morningstar - Q1 2020 - 49
Morningstar - Q1 2020 - 50
Morningstar - Q1 2020 - 51
Morningstar - Q1 2020 - 52
Morningstar - Q1 2020 - 53
Morningstar - Q1 2020 - 54
Morningstar - Q1 2020 - 55
Morningstar - Q1 2020 - 56
Morningstar - Q1 2020 - 57
Morningstar - Q1 2020 - 58
Morningstar - Q1 2020 - 59
Morningstar - Q1 2020 - 60
Morningstar - Q1 2020 - 61
Morningstar - Q1 2020 - 62
Morningstar - Q1 2020 - 63
Morningstar - Q1 2020 - 64
Morningstar - Q1 2020 - 65
Morningstar - Q1 2020 - 66
Morningstar - Q1 2020 - 67
Morningstar - Q1 2020 - 68
Morningstar - Q1 2020 - 69
Morningstar - Q1 2020 - 70
Morningstar - Q1 2020 - 71
Morningstar - Q1 2020 - 72
Morningstar - Q1 2020 - 73
Morningstar - Q1 2020 - 74
Morningstar - Q1 2020 - 75
Morningstar - Q1 2020 - 76
Morningstar - Q1 2020 - 77
Morningstar - Q1 2020 - 78
Morningstar - Q1 2020 - 79
Morningstar - Q1 2020 - 80
Morningstar - Q1 2020 - Cover3
Morningstar - Q1 2020 - Cover4
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
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