Morningstar Advisor - October/November 2010 - 77

Name

Industry

Market Cap ($Mil)

EPS TTM

P/E Ratio (trailing)

Revenue Growth % 3 Yr

EPS Growth % 3 Yr

Dividend Yield % Current

ROE % (trailing)

Johnson & Johnson JNJ KLA-Tencor Corporation KLAC Landstar System, Inc. LSTR Linear Technology LLTC Lockheed Martin Corporation LMT Lowe's Companies Inc. LOW Martin Marietta Materials MLM Maxim Integrated Products MXIM Medtronic, Inc. MDT Merck & Co Inc MRK Microsoft Corporation MSFT Monsanto Company MON Northern Trust Corporation NTRS Novartis AG ADR NVS Oracle Corporation ORCL Paychex, Inc. PAYX PepsiCo, Inc. PEP Pfizer Inc. PFE Procter & Gamble Company PG Qualcomm, Inc. QCOM Ritchie Bros. Auctioneers, Inc. RBA Roche Holding AG ADR RHHBY Sanofi-Aventis ADR SNY Spectra Energy Corporation SE St. Joe Corporation JOE St. Jude Medical, Inc. STJ State Street Corporation STT Strayer Education, Inc. STRA Stryker Corporation SYK Sysco Corporation SYY The Western Union Company WU Total System Services TSS U.S. Bancorp USB United Parcel Service, Inc. UPS Visa, Inc. V Vulcan Materials Company VMC Wal-Mart Stores, Inc. WMT Walt Disney Company DIS Weight Watchers International, Inc. WTW Zimmer Holdings, Inc. ZMH Data as of August 31, 2010

Drug Manufacturers - Major Semiconductor Equipment & Materials Trucking Semiconductor - Specialized Aerospace & Defense Products & Svcs Home Improvement Stores General Building Materials Semiconductor - Broad Line Medical Appliances & Equipment Drug Manufacturers - Major Application Software Agricultural Chemicals Asset Management Drug Manufacturers - Major Application Software Staffing & Outsourcing Services Process & Packaged Goods Drug Manufacturers - Major Personal Products Semiconductor - Integrated Circuits Business Services Drug Manufacturers - Major Drug Manufacturers - Major Oil & Gas Pipelines Real Estate Development Medical Appliances & Equipment Asset Management Education & Training Services Medical Appliances & Equipment Food Wholesale Personal Services Business Services Regional - Midwest Banks Air Delivery & Freight Services Credit Services General Building Materials Discount Stores Entertainment - Diversified Personal Services Medical Appliances & Equipment

160,557 4,865 1,855 6,648 25,349 29,806 3,444 4,881 34,872 109,481 206,820 29,179 11,475 121,924 113,694 9,217 103,236 130,863 169,741 63,562 1,942 118,516 77,863 13,673 2,313 11,620 18,318 2,040 17,719 16,557 10,720 2,928 41,813 65,574 59,251 4,831 189,934 64,091 2,166 9,586

4.84 1.23 1.59 1.58 7.90 1.29 1.82 0.40 2.79 3.95 2.10 1.87 3.07 4.29 1.21 1.32 3.85 1.06 4.11 1.90 0.69 2.26 2.31 1.45 -1.02 2.55 3.52 8.77 2.94 1.99 1.21 1.10 1.39 2.69 2.69 -0.17 3.81 2.08 2.23 3.25

11.78 22.78 22.68 18.12 9.11 16.47 39.37 39.68 11.27 8.90 11.17 28.17 15.02 12.17 18.05 18.87 16.67 15.04 16.89 20.16 26.46 15.27 9.63 13.19 — 13.59 — 16.47 14.68 14.08 12.94 12.35 11.88 23.70 25.64 — 12.63 15.65 12.77 14.53

5.10 -12.64 -7.18 2.61 4.48 0.21 -8.06 -0.19 8.75 6.61 6.92 18.39 8.12 9.46 14.22 1.97 7.16 1.12 1.06 11.44 19.45 5.54 1.37 5.37 -35.87 12.33 6.91 24.76 9.31 2.05 4.38 -1.88 6.62 -1.60 32.84 -6.98 5.43 2.32 4.29 5.42

5.66 -22.18 -10.80 4.36 10.29 -15.28 -28.79 -22.82 5.00 40.66 13.93 44.86 1.75 6.67 14.31 -0.75 4.12 -22.67 10.57 -12.95 17.20 -0.11 10.96 -1.26 — 15.42 — 28.16 13.59 7.54 0.56 -4.72 -28.10 -17.85 — -62.42 10.94 2.38 2.92 -0.79

3.53 2.41 0.50 3.07 3.60 1.79 2.12 4.95 2.61 4.27 2.18 1.96 2.36 3.10 0.88 4.86 2.87 4.30 3.08 1.82 2.20 3.38 3.71 4.74 — — 0.11 2.04 1.01 3.52 1.11 1.89 0.92 2.81 0.71 2.66 2.30 1.04 2.44 —

27.30 9.58 28.84 — 91.43 9.59 6.26 5.06 22.55 29.04 43.76 9.55 11.69 18.35 21.95 34.77 36.50 10.91 20.95 16.50 13.89 30.03 12.47 13.80 -10.08 22.37 12.44 61.95 18.37 31.46 243.28 18.62 10.93 36.62 11.40 -0.54 22.48 11.14 — 11.72

MorningstarAdvisor.com 77


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Morningstar Advisor - October/November 2010

Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2010

Morningstar Advisor - October/November 2010
Contents
New on MorningstarAdvisor.com
Contributors
Letter From the Editor
What estate-planning strategies are you and your clients doing before the end of the year?
Next Steps for ETFs
Investment Briefs
Taking It Personal
A Model Practice
Find the Right Fit
Will REITs Put You in the Penthouse?
Prepare for the Worst
Tips for Common Family Situations
Might Makes Right
Built to Last
Four Picks for the Present
Tactical Strategies Miss Their Mark
Time to Hop on the Commodities Bandwagon?
Retailers Balance Caution and Catalysts
In Search of … Recession Survivors
Turmoil-Tested Small-Cap Funds
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
VA Sales Rise in Second Quarter
The Third Rail
Morningstar Advisor - October/November 2010 - Intro
Morningstar Advisor - October/November 2010 - Morningstar Advisor - October/November 2010
Morningstar Advisor - October/November 2010 - Cover2
Morningstar Advisor - October/November 2010 - 1
Morningstar Advisor - October/November 2010 - 2
Morningstar Advisor - October/November 2010 - Contents
Morningstar Advisor - October/November 2010 - 4
Morningstar Advisor - October/November 2010 - 5
Morningstar Advisor - October/November 2010 - New on MorningstarAdvisor.com
Morningstar Advisor - October/November 2010 - 7
Morningstar Advisor - October/November 2010 - Contributors
Morningstar Advisor - October/November 2010 - Letter From the Editor
Morningstar Advisor - October/November 2010 - What estate-planning strategies are you and your clients doing before the end of the year?
Morningstar Advisor - October/November 2010 - 11
Morningstar Advisor - October/November 2010 - Next Steps for ETFs
Morningstar Advisor - October/November 2010 - 13
Morningstar Advisor - October/November 2010 - Investment Briefs
Morningstar Advisor - October/November 2010 - 15
Morningstar Advisor - October/November 2010 - 16
Morningstar Advisor - October/November 2010 - 17
Morningstar Advisor - October/November 2010 - Taking It Personal
Morningstar Advisor - October/November 2010 - 19
Morningstar Advisor - October/November 2010 - A Model Practice
Morningstar Advisor - October/November 2010 - 21
Morningstar Advisor - October/November 2010 - Find the Right Fit
Morningstar Advisor - October/November 2010 - 23
Morningstar Advisor - October/November 2010 - 24
Morningstar Advisor - October/November 2010 - 25
Morningstar Advisor - October/November 2010 - Will REITs Put You in the Penthouse?
Morningstar Advisor - October/November 2010 - 27
Morningstar Advisor - October/November 2010 - 28
Morningstar Advisor - October/November 2010 - 29
Morningstar Advisor - October/November 2010 - 30
Morningstar Advisor - October/November 2010 - 31
Morningstar Advisor - October/November 2010 - Prepare for the Worst
Morningstar Advisor - October/November 2010 - 33
Morningstar Advisor - October/November 2010 - 34
Morningstar Advisor - October/November 2010 - 35
Morningstar Advisor - October/November 2010 - Tips for Common Family Situations
Morningstar Advisor - October/November 2010 - 37
Morningstar Advisor - October/November 2010 - Might Makes Right
Morningstar Advisor - October/November 2010 - 39
Morningstar Advisor - October/November 2010 - 40
Morningstar Advisor - October/November 2010 - 41
Morningstar Advisor - October/November 2010 - 42
Morningstar Advisor - October/November 2010 - 43
Morningstar Advisor - October/November 2010 - 44
Morningstar Advisor - October/November 2010 - 45
Morningstar Advisor - October/November 2010 - Built to Last
Morningstar Advisor - October/November 2010 - 47
Morningstar Advisor - October/November 2010 - 48
Morningstar Advisor - October/November 2010 - 49
Morningstar Advisor - October/November 2010 - Four Picks for the Present
Morningstar Advisor - October/November 2010 - 51
Morningstar Advisor - October/November 2010 - Tactical Strategies Miss Their Mark
Morningstar Advisor - October/November 2010 - 53
Morningstar Advisor - October/November 2010 - 54
Morningstar Advisor - October/November 2010 - 55
Morningstar Advisor - October/November 2010 - 56
Morningstar Advisor - October/November 2010 - 57
Morningstar Advisor - October/November 2010 - Time to Hop on the Commodities Bandwagon?
Morningstar Advisor - October/November 2010 - 59
Morningstar Advisor - October/November 2010 - 60
Morningstar Advisor - October/November 2010 - Retailers Balance Caution and Catalysts
Morningstar Advisor - October/November 2010 - 62
Morningstar Advisor - October/November 2010 - 63
Morningstar Advisor - October/November 2010 - 64
Morningstar Advisor - October/November 2010 - 65
Morningstar Advisor - October/November 2010 - In Search of … Recession Survivors
Morningstar Advisor - October/November 2010 - 67
Morningstar Advisor - October/November 2010 - Turmoil-Tested Small-Cap Funds
Morningstar Advisor - October/November 2010 - 69
Morningstar Advisor - October/November 2010 - Mutual Fund Analyst Picks
Morningstar Advisor - October/November 2010 - 71
Morningstar Advisor - October/November 2010 - 72
Morningstar Advisor - October/November 2010 - 73
Morningstar Advisor - October/November 2010 - 50 Most Popular ETFs
Morningstar Advisor - October/November 2010 - 75
Morningstar Advisor - October/November 2010 - Undervalued Stocks With Wide Moats
Morningstar Advisor - October/November 2010 - 77
Morningstar Advisor - October/November 2010 - VA Sales Rise in Second Quarter
Morningstar Advisor - October/November 2010 - 79
Morningstar Advisor - October/November 2010 - The Third Rail
Morningstar Advisor - October/November 2010 - Cover3
Morningstar Advisor - October/November 2010 - Cover4
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