Morningstar Advisor - June/July 2009 - 74

By the Numbers: Stocks Name Industry Market Cap ($Mil) EPS TTM P/E Ratio (trailing) Revenue Growth % 3 Yr EPS Growth % 3 Yr Dividend Yield % Current ROE % (trailing) Pg# Novartis AG ADR NVS Novo Nordisk A/S ADR NVO Paychex, Inc. PAYX PepsiCo, Inc. PEP Pfizer Inc. PFE Philip Morris International Inc PM Procter & Gamble Company PG RenaissanceRe Holdings, Ltd RNR Sanofi-Aventis ADR SNY Schering-Plough Corporation SGP Spectra Energy Corporation SE St. Joe Corporation JOE Stryker Corporation SYK Sysco Corporation SYY TEPPCO Partners, L.P. TPP The Western Union Company WU Time Warner Cable, Inc. A TWC Total System Services TSS United Parcel Service, Inc. UPS US Bancorp USB Vulcan Materials Company VMC Wal-Mart Stores, Inc. WMT Walt Disney Company DIS Waters Corporation WAT Weight Watchers International, Inc. WTW Wyeth WYE Zimmer Holdings, Inc. ZMH Biotechnology Drugs Data Processing Beverage Mfg. Drugs Tobacco Household & Personal Products Reinsurance Drugs Drugs Pipelines Real Estate Medical Equipment Food Wholesale Pipelines Finance Cable TV Data Processing Transportation - Misc Super Regional Banks Mining (Nonferrous & Nonmetals) Discount Stores Media Conglomerates Medical Equipment Personal Services Drugs Medical Equipment 85,364 30,895 9,977 77,394 96,322 74,727 145,123 2,862 76,300 37,566 9,965 3,211 15,818 13,717 2,983 12,446 11,098 2,531 54,898 35,313 5,333 197,557 42,974 4,377 1,972 57,829 9,754 3.59 15.54 1.54 3.21 1.20 3.32 4.37 -0.21 1.47 1.07 1.81 -0.40 2.78 1.81 1.65 1.24 -22.56 1.27 2.94 1.61 -0.04 3.39 2.10 3.21 2.60 3.27 3.72 10.63 17.33 16.69 16.03 11.44 10.72 12.61 — 14.31 22.03 7.81 — 12.24 12.63 10.40 10.14 — 10.87 16.75 9.07 — 15.20 8.67 11.51 7.47 13.16 9.81 — 10.50 12.66 9.92 0.62 9.04 13.75 -9.41 1.81 24.85 -18.73 -34.47 11.31 7.41 16.29 9.82 24.97 6.54 6.53 3.54 8.04 9.50 6.45 10.79 10.08 6.78 7.84 11.07 20.35 17.16 10.33 3.26 8.68 12.89 — 20.51 107.36 0.00 — 19.23 7.18 -1.18 0.82 — 8.66 -5.38 -12.70 — 8.15 — 22.65 15.90 6.59 8.28 4.56 1.53 4.48 3.42 8.96 5.58 3.29 2.00 10.10 1.13 6.33 — 1.00 3.95 10.13 0.23 — 2.18 3.26 6.59 4.06 1.95 1.51 — 2.73 2.67 — 16.47 29.60 35.26 34.83 13.24 60.17 22.01 -0.51 8.61 22.03 18.21 -4.89 21.28 32.89 — — -35.08 27.25 31.67 14.70 -0.11 21.31 12.76 51.72 — 23.63 15.29 53 49 63 49 80 Data as of April 30, 2009 74 Morningstar Advisor June/July 2009

Morningstar Advisor - June/July 2009

Table of Contents for the Digital Edition of Morningstar Advisor - June/July 2009

Morningstar Advisr - June/July 2009
Contents
New on MorningstarAdvisor.com
Letter from the Editor
Contributors
Is SRI a Relevant Investment Strategy?
A Head for Numbers
Building a Business on SRI
Investment Briefs
The Liquidity Premium
Navigating the SRI Patchwork
Profit and Progress
How the Fed Contributes to Crises
Holding Steady
Appleseed Adds Value to SRI Formula
Four Picks for the Present
Long-Term Investors Can Find Value among Industrials
Higher Yields, Hold the Risk
Bargains in U.S. Industrials
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar
Talkin’ ‘bout a Revolution
Morningstar Advisor - June/July 2009 - 47
Morningstar Advisor - June/July 2009 - Morningstar Advisr - June/July 2009
Morningstar Advisor - June/July 2009 - Cover2
Morningstar Advisor - June/July 2009 - Contents
Morningstar Advisor - June/July 2009 - 2
Morningstar Advisor - June/July 2009 - 3
Morningstar Advisor - June/July 2009 - New on MorningstarAdvisor.com
Morningstar Advisor - June/July 2009 - 5
Morningstar Advisor - June/July 2009 - 6
Morningstar Advisor - June/July 2009 - Letter from the Editor
Morningstar Advisor - June/July 2009 - Contributors
Morningstar Advisor - June/July 2009 - 9
Morningstar Advisor - June/July 2009 - Is SRI a Relevant Investment Strategy?
Morningstar Advisor - June/July 2009 - 11
Morningstar Advisor - June/July 2009 - A Head for Numbers
Morningstar Advisor - June/July 2009 - 13
Morningstar Advisor - June/July 2009 - 14
Morningstar Advisor - June/July 2009 - Building a Business on SRI
Morningstar Advisor - June/July 2009 - 16
Morningstar Advisor - June/July 2009 - 17
Morningstar Advisor - June/July 2009 - Investment Briefs
Morningstar Advisor - June/July 2009 - 19
Morningstar Advisor - June/July 2009 - 20
Morningstar Advisor - June/July 2009 - 21
Morningstar Advisor - June/July 2009 - 22
Morningstar Advisor - June/July 2009 - The Liquidity Premium
Morningstar Advisor - June/July 2009 - 24
Morningstar Advisor - June/July 2009 - 25
Morningstar Advisor - June/July 2009 - 26
Morningstar Advisor - June/July 2009 - 27
Morningstar Advisor - June/July 2009 - 28
Morningstar Advisor - June/July 2009 - 29
Morningstar Advisor - June/July 2009 - Navigating the SRI Patchwork
Morningstar Advisor - June/July 2009 - 31
Morningstar Advisor - June/July 2009 - 32
Morningstar Advisor - June/July 2009 - 33
Morningstar Advisor - June/July 2009 - 34
Morningstar Advisor - June/July 2009 - Profit and Progress
Morningstar Advisor - June/July 2009 - 36
Morningstar Advisor - June/July 2009 - 37
Morningstar Advisor - June/July 2009 - 38
Morningstar Advisor - June/July 2009 - 39
Morningstar Advisor - June/July 2009 - How the Fed Contributes to Crises
Morningstar Advisor - June/July 2009 - 41
Morningstar Advisor - June/July 2009 - 42
Morningstar Advisor - June/July 2009 - 43
Morningstar Advisor - June/July 2009 - 44
Morningstar Advisor - June/July 2009 - 45
Morningstar Advisor - June/July 2009 - 46
Morningstar Advisor - June/July 2009 - 47
Morningstar Advisor - June/July 2009 - Holding Steady
Morningstar Advisor - June/July 2009 - 49
Morningstar Advisor - June/July 2009 - 50
Morningstar Advisor - June/July 2009 - 51
Morningstar Advisor - June/July 2009 - Appleseed Adds Value to SRI Formula
Morningstar Advisor - June/July 2009 - 53
Morningstar Advisor - June/July 2009 - 54
Morningstar Advisor - June/July 2009 - 55
Morningstar Advisor - June/July 2009 - Four Picks for the Present
Morningstar Advisor - June/July 2009 - 57
Morningstar Advisor - June/July 2009 - Long-Term Investors Can Find Value among Industrials
Morningstar Advisor - June/July 2009 - 59
Morningstar Advisor - June/July 2009 - 60
Morningstar Advisor - June/July 2009 - 61
Morningstar Advisor - June/July 2009 - Higher Yields, Hold the Risk
Morningstar Advisor - June/July 2009 - 63
Morningstar Advisor - June/July 2009 - Bargains in U.S. Industrials
Morningstar Advisor - June/July 2009 - 65
Morningstar Advisor - June/July 2009 - Mutual Fund Analyst Picks
Morningstar Advisor - June/July 2009 - 67
Morningstar Advisor - June/July 2009 - 68
Morningstar Advisor - June/July 2009 - 69
Morningstar Advisor - June/July 2009 - 50 Most Popular Equity ETFs
Morningstar Advisor - June/July 2009 - 71
Morningstar Advisor - June/July 2009 - Undervalued Stocks
Morningstar Advisor - June/July 2009 - 73
Morningstar Advisor - June/July 2009 - 74
Morningstar Advisor - June/July 2009 - 75
Morningstar Advisor - June/July 2009 - Most Popular Variable Annuities
Morningstar Advisor - June/July 2009 - 77
Morningstar Advisor - June/July 2009 - 78
Morningstar Advisor - June/July 2009 - New at Morningstar
Morningstar Advisor - June/July 2009 - Talkin’ ‘bout a Revolution
Morningstar Advisor - June/July 2009 - Cover3
Morningstar Advisor - June/July 2009 - Cover4
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