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| About Us |
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| CPMS, acquired in 2009 by Morningstar Research Inc., the Canadian subsidiary of Morningstar Inc. (NASDAQ: MORN), provides a broad range of portfolio analysis and equity return enhancement products. We have a reputation of delivering only the highest quality data. Our client list covers a very broad range of the investment community: institutional money managers, pension plans, investment counselors, sales desks, and investment advisors. |
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| Products and Services |
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 CANADIAN Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Sep. 2 2010 : |
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Percentage Change as of
Aug. 31 2010 : |
Annualized
Return since
Dec. 31 1985 |
| 1 Day |
Month
to Date |
Quarter
to Date |
Year
to Date |
1 Year |
3 Year |
5 Year |
10 Year |
| Style Portfolios |
| Bargain |
28 |
0.98 |
2.88 |
9.94 |
-5.00 |
4.05 |
-13.26 |
2.19 |
5.40 |
9.28 |
| Earnings Value |
30 |
0.70 |
2.52 |
9.38 |
-8.74 |
10.22 |
3.80 |
17.38 |
19.57 |
16.73 |
| Income |
30 |
-0.10 |
0.47 |
6.59 |
8.49 |
26.43 |
0.07 |
3.29 |
13.96 |
14.28 |
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| Predictable Growth |
30 |
0.66 |
2.71 |
5.70 |
-7.01 |
4.70 |
-7.88 |
4.06 |
11.42 |
13.94 |
| Momentum |
25 |
0.43 |
1.78 |
-2.85 |
-17.83 |
-4.82 |
-13.09 |
-1.18 |
10.35 |
20.55 |
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| Industry Relative |
40 |
1.11 |
2.69 |
10.03 |
10.46 |
32.26 |
4.37 |
15.62 |
18.34 |
15.72 |
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| Dangerous |
30 |
1.20 |
1.82 |
7.70 |
2.85 |
17.94 |
-11.90 |
-7.58 |
-17.62 |
-7.83 |
| Pooled Portfolios |
| Triple 5 (I/PG/M) |
15 |
0.25 |
1.26 |
1.18 |
-6.81 |
7.17 |
-6.02 |
3.36 |
14.76 |
16.38 |
| Triple 10 (I/PG/M) |
30 |
0.49 |
1.71 |
0.92 |
-4.57 |
7.69 |
-5.81 |
3.92 |
12.43 |
17.20 |
| CPMS 200 Portfolios |
| Core 20 |
20 |
1.13 |
2.44 |
8.30 |
14.03 |
22.72 |
3.79 |
8.13 |
11.97 |
15.38 |
| Index |
| S&P/TSX Equity Total Return |
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0.94 |
1.74 |
7.81 |
4.54 |
11.49 |
-2.27 |
5.20 |
2.91 |
8.57 |
| S&P/TSX Composite Total Return |
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0.89 |
1.67 |
7.70 |
4.96 |
12.73 |
-1.55 |
5.06 |
2.84 |
8.54 |
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 US Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Sep. 2 2010 : |
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Percentage Change as of
Aug. 31 2010 : |
Annualized
Return since
Dec. 31 1993 |
| 1 Day |
Month
to Date |
Quarter
to Date |
Year
to Date |
1 Year |
3 Year |
5 Year |
10 Year |
| Style Portfolios |
| Asset Value | 40 | 1.20 | 5.05 | 1.63 | -4.54 | 1.20 | -11.86 | -4.65 | 9.37 | 12.17 | | Earnings Value | 40 | 0.75 | 4.16 | 3.75 | -3.07 | 4.96 | -6.24 | -4.75 | 8.89 | 12.35 | | Income | 40 | 0.74 | 3.13 | 7.63 | 0.93 | 7.96 | -2.44 | 4.11 | 6.58 | 10.45 | | | | | | | | | | | | | | Asset Growth | 40 | 2.33 | 6.50 | 5.24 | 1.76 | 5.41 | -12.44 | -0.81 | -1.35 | 11.13 | | Earnings Momentum | 40 | 1.38 | 5.27 | 8.33 | -8.92 | -2.38 | -17.39 | -3.96 | 1.92 | 15.67 | | Price Momentum | 40 | 1.73 | 6.15 | 7.50 | -2.13 | -2.56 | -15.41 | -2.85 | -1.44 | 15.18 | | | | | | | | | | | | | | Industry Relative | 40 | 0.86 | 4.04 | 3.97 | -2.72 | 4.63 | -7.82 | -0.28 | 1.15 | 11.39 | | | | | | | | | | | | | | | | | | | | | | | | | | Dangerous | 40 | 1.67 | 5.26 | 3.37 | 15.27 | 15.42 | -20.73 | -13.35 | -10.18 | -1.28 |
| Pooled Portfolios |
| Double 10 (EV/EM) | 20 | 1.63 | 5.78 | 5.33 | -3.03 | 0.45 | -9.48 | 1.36 | 11.52 | 17.03 | | Large Cap Double 10 (I/AG) | 20 | 1.25 | 3.86 | 3.70 | -2.81 | 2.99 | -4.85 | 2.13 | 3.33 | 11.13 |
| Indices |
| S&P 500 Total Return | | 0.92 | 3.90 | 6.17 | -0.90 | 4.91 | -8.66 | -0.91 | -1.81 | 6.99 | | DOW | | 0.49 | 3.05 | 5.59 | -1.04 | 5.46 | -9.15 | -0.91 | -1.13 | 6.06 | | NASDAQ | | 1.06 | 4.07 | 4.30 | -3.05 | 5.22 | -6.62 | -0.36 | -6.65 | 6.19 |
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