Morningstar Advisor - April/May 2012 - (Page 79)
Name
Industry
Market Cap ($Mil)
EPS TTM
P/E Ratio (trailing)
Revenue Growth % 3 Yr
EPS Dividend Yield ROE % Growth % % Current (trailing) 3 Yr
Procter & Gamble Co PG Roche Holding AG ADR RHHBY Sanofi ADR SNY Schlumberger NV SLB St Jude Medical, Inc. STJ St. Joe Corporation JOE State Street Corp STT Stryker Corporation SYK Sysco Corporation SYY United Technologies Corp UTX Vulcan Materials Company VMC Western Union Company WU Zimmer Holdings Inc ZMH
Household & Personal Products Drug Manufacturers - Major Drug Manufacturers - Major Oil & Gas Equipment & Services Medical Devices Real Estate - General Asset Management Medical Devices Food Distribution Diversified Industrials Building Materials Specialty Finance Medical Devices
183,636 148,706 102,170 102,954 13,382 1,475 20,480 20,274 17,157 76,835 5,639 10,726 10,730
3.32 2.44 — 3.67 2.52 -3.58 3.79 3.45 1.95 5.49 -0.55 1.84 4.03
19.88 16.03 — 22.12 15.36 — 11.15 15.55 15.11 15.27 — 9.50 15.08
0.33 0.54 3.13 12.36 8.75 -17.44 -3.33 7.33 1.58 -0.88 -11.11 1.30 2.61
2.59 -3.24 2.43 -6.22 35.63 — -4.12 7.46 2.69 3.86 — 14.06 2.70
3.15 15.63 2.62 116.20 3.50 — 1.33 15.99 2.01 18.67 — -46.66 1.72 10.26 1.41 18.11 3.58 26.43 2.27 23.02 1.19 -2.27 1.79 157.75 — 13.49
Wasatch Institutional Share Classes for 3 Funds
Designed for Institutions, Retirement Plans and Financial Advisors
The new Institutional Share classes are designed to be operated at a lower total expense ratio than the Retail (Investor) Share classes.
Available February 1, 2012:
Wasatch Funds
Wasatch Core Growth Fund Wasatch Small Cap Value Fund
Institutional Class Ticker Symbol
Tim Bryan, VP, Sales (WEST)
Small cap growth equity portfolio aiming to provide long-term growth of capital Invests in undervalued smaller companies to achieve long-term growth of capital
WIGRX WICVX WILCX
tim@wasatchfunds.com 801.983.4125
Brandon Fries, Regional VP, Sales (MIDWEST)
brandon@wasatchfunds.com 801.983.4147
Ryan Ren, Regional VP, Sales (EAST)
Wasatch Large Cap Value Fund
rren@wasatchfunds.com 801.983.4101
Value process, invests in the securities of companies that managers believe will pay above average dividends
MorningstarAdvisor.com 79
http://wasatchfunds.com
http://wasatchfunds.com
http://www.MorningstarAdvisor.com
Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2012
Morningstar Advisor - April/May 2012
Contents
Contributors
Letter From the Editor
We’re Too Smart
How Do You Use Alternatives?
Taking the Lead
How to Find Economic Moats
The Beauty of Currencies
No Clarity on Bonds
Four Picks for the Present
Investment Briefs
Performance Chasing, Evaluated
Technology’s Slim Pickings
How Much Is Enough?
The Fear Bubble
Three Traits of a Successful Long-Short Equity Manager
Why Absolute-Return Funds Fail to Deliver
An Economist’s Response to Crises
Undiscovered in Plain Sight
Untangling ETF Tax- Efficiency Myths
Central Banks Driving the Gold Rush
U.S. Industrials Could Add Some Magic to Europe-Weary Portfolios
No-Hesitation Allocation Funds
Our Favorite Mutual Funds
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
The Greatest Story Ever Told
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