Barron's - 20 April 2020

TOP 100 FINANCIAL ADVISORS • PULLOUT SECTION
VOL. C NO. 16 APRIL 20, 2020 $5.00
THE GREAT
REOPENING
Expect a long and painful slog for the economy and business
IS BIG GOVERNMENT FORD’S CEO ON DRUG SHARES OFFER
HERE TO STAY? LIFE AFTER THE CRISIS SHELTER FOR INVESTORS
PAGE 7 PAGE 21 PAGE 27
> THE RISKS OF HEALTH CARE’S DIGITAL STOCKS: ONLY THE

OPENING TOO FAST REVOLUTION STRONG WILL THRIVE
63142
PAGE 16 PAGE 22 PAGE M1

C O NT EN TS 04.20.20 VOL.C NO.16
P. 7 P. 27 P. M1
Trader: Small Stocks

Up & Down Wall Street:
A Dangerous Precedent Sheltering in Pharma Stocks Have It the Worst
The federal government is treading The appeal of established drugmakers such as Merck and Pfizer goes beyond their By BEN LEVISOHN
a slippery slope as it increases its potential to deliver a Covid-19 vaccine. By BILL ALPERT
debt to prop up the private sector. P. M4
Big Pharma vs. The S&P 500
By RANDALL W. FORSYTH
Euro Trader: Dividends
Merck Pfizer Eli Lilly S&P 500
P. 11
20%
Do a Disappearing Act
Streetwise: Slamming By PIERRE BRIANÇON
the Brakes on Car Sales 10

P. M4
Auto makers might need assistance
that’s more than triple the size of the
0 Emerging Markets:
2009 cash-for-clunkers program. -10
Weak Currencies Could
By JACK HOUGH Weigh on Stocks
-20 By CRAIG MELLOW
P. 12
P. M5
Buy Big Bank Stocks -30
While They’re Down Striking Price: Is the

Although the ride could be bumpy,
2/20/20 3/2 3/9 3/16 3/23 3/30 4/6 4/13
-40
Worst Really Over?
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
the industry has the strength to By STEVEN M. SEARS

endure this latest blow to earnings. Source: FactSet
By CARLETON ENGLISH P. 22 P. 25 P. M6
P. 16
The 21st-Century Version Reigniting the Debate Commodities: Milk
of the House Call Over Health Insurance Takes a Bad Spill
Don’t Be So Quick to A pandemic pushes telemedicine into Coronavirus changes the calculus for By MYRA P. SAEFONG
End Lockdowns the mainstream. Four stocks to play it. investing in managed-care companies.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
A rush to reopen the economy raises By DAREN FONDA By JOSH NATHAN-KAZIS

the risk of a relapse—and could set
the recovery back even further.
By LISA BEILFUSS
P. 18 Index P. 4 P. 31 P. 32
Review & Preview P. 14
Two Industrials Merge, Mailbag P. 39 Clare Hart Is Bracing Funds: Should You Dive
Three Stocks Emerge Inside Scoop
Charting the Market P. M8
P. M7
for 12 Months of This Into Stocks, or Ease In?
Raytheon Technologies, Carrier Winners & Losers P. M9 Profile: JPMorgan Equity Income By SARAH MAX SPECIAL SECTION
Global, and Otis each look attractive. is emphasizing quality and agility.
By ANDREW BARY
Research Reports
Market View
P. M10
P. M12
By LAWRENCE C. STRAUSS P. 34
Top Financial Advisors:
Our Annual Ranking
P. 21 P. 33
Income: Payout Hikes The guidance of a good advisor
From J&J and P&G goes a long way in times of crisis.
How Ford Is Coping The Rising Appeal of By LAWRENCE C. STRAUSS We name the 100 best. Plus, the
With the Shutdown Active Management leading teams serving individuals
CEO Jim Hackett says the auto maker If active exchange-traded funds take P. 35 and institutions.
has many reasons to be optimistic. off, fund managers could win big.
Tech Trader: A Handful
By JACK HOUGH © 2020 Dow Jones & Company,
Inc. All Rights Reserved.
By DAREN FONDA
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Hertz Global Holdings . . . . . . . . . . . . . . . . . 11,M8 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

A AbbVie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Honeywell International . . . . . . . . . . . . . . . . . . M5 K Kimberly-Clark . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Accor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4 Humana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Kone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28,M8
Airbus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,M4 Koolearn Technology Holding . . . . . . . . . . . . . . 37 Morgan Stanley . . . . . . . . . . . . . . . . . . . . 12,M5,S16
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,M2 I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Kraft Heinz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M10 Mylan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
AMC Entertainment Holding . . . . . . . . . . . . . M8 Infinera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
American Airlines Group . . . . . . . . . . . . . . . . . . . 16 Innovent Biologics . . . . . . . . . . . . . . . . . . . . . . . . . 37 L Legg Mason . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 N NextEra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
American Express . . . . . . . . . . . . . . . . . . . . 15,M10 Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Liberty TripAdvisor Holdings . . . . . . . . . . . . . M8 Nokia. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8
Anthem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Invacare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M10 Livongo Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Nordstrom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Invesco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Lockheed Martin . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Novartis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Aptiv . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 iRhythm Technologies . . . . . . . . . . . . . . . . . . . . . 23 Lowe's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5 Nucor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
ArcelorMittal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Lyft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
AstraZeneca . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 J Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . 28,34 O Old Dominion Freight Line . . . . . . . . . . . . . . . . 15
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 JPMorgan Chase . . . . . . . . . . . . . . . . . 12,14,33,M5 M Masimo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 O'Reilly Automotive . . . . . . . . . . . . . . . . . . . . . . . . 11
AutoNation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Meet Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 Otis Worldwide . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
AutoZone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Overseas Ship Holding Group . . . . . . . . . . . . . M7
Avis Budget Group . . . . . . . . . . . . . . . . . . . . . . . . . 11
P Peloton Interactive . . . . . . . . . . . . . . . . . . . . . . . M8
B Baker Hughes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Perrigo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Bank of America . . . . . . . . . . . . . . . . . . . 12,M5,S16 Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Biogen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Philip Morris International . . . . . . . . . . . . . . . . 15
Bloomin' Brands . . . . . . . . . . . . . . . . . . . . . . . . . . M7 Procter & Gamble . . . . . . . . . . . . . . . . . . . . . . . . . 34
BNP Paribas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4 Prologis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,M5,M8
BorgWarner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 R Raytheon Technologies . . . . . . . . . . . . . . . . . . . . 18
Rupert Murdoch Executive Chairman, News Corp
Brinker International . . . . . . . . . . . . . . . . . . . . . . 17 Roche Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Robert Thomson CEO, News Corp William Lewis CEO, Dow Jones
Bristol-Myers Squibb . . . . . . . . . . . . . . . . . . . . . . 27 Roku . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8
PUBLISHER, BARRON’S GROUP Almar Latour
C Cadence Design Systems . . . . . . . . . . . . . . . . . . 15 S Salesforce.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
DEPUTY PUBLISHER, BARRON’S GROUP Daniel Bernard

CanSino Biologics . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Sanofi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,28
Capital One Financial . . . . . . . . . . . . . . . . . 15,M10 ASSOCIATE PUBLISHERS, BARRON’S GROUP Mae M. Cheng, Dan Shar Schindler Holding . . . . . . . . . . . . . . . . . . . . . . . . . 18
CarMax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 MANAGING EDITORS, BARRON’S GROUP Duncan Mavin, Dave Pettit Schlumberger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Carrier Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 HEAD OF INTERNATIONAL, BARRON’S GROUP Francesco Guerrera Schnitzer Steel Industries . . . . . . . . . . . . . . . . . 15
Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Silergy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Centene . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 SL Green Realty . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Charles Schwab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Southwest Airlines . . . . . . . . . . . . . . . . . . . . . . . . . 15
China Youzan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 DEPUTY EDITOR Alex Eule
Ben LevisohnDEPUTY EDITOR
Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Chipotle Mexican Grill . . . . . . . . . . . . . . . . . 15,M5 Steel Dynamics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
Chubb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Synalloy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,M5 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt Sysco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7

Cleveland-Cliffs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 MANAGING EDITOR, ENTERPRISE Brian Hershberg
T Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Commercial Metals . . . . . . . . . . . . . . . . . . . . . . . . 15 Teladoc Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Commvault Systems . . . . . . . . . . . . . . . . . . . . . . M7 ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,M8
Compass Diversified Holdings . . . . . . . . . . . . M2 Texas Instruments . . . . . . . . . . . . . . . . . . . . . . . . . 15
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 34 ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Eric J. Savitz Thermo Fisher Scientific . . . . . . . . . . . . . . . . . . . 15
CSX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 SENIOR WRITERS Bill Alpert, Daren Fonda, Reshma Kapadia, Matthew C. Klein, Leslie P. Norton, T. Rowe Price Group . . . . . . . . . . . . . . . . . . . . . . . 33
Al Root, Avi Salzman, Alexandra Scaggs, Lawrence C. Strauss
Truist Financial . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
D Darden Restaurants . . . . . . . . . . . . . . . . . . . . . . M5 Twitter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5 REPORTERS Lisa Beilfuss, Carleton English, Nicholas Jasinski, Evie Liu,
Delta Air Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Ben Walsh U Uber Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 21
Discover Financial Services . . . . . . . . . . . . . . M10 UBS Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S15
Dow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5 STORY EDITORS Henry Cutter, Ed Lin, Erin McCarthy Ulta Beauty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Duke Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5 COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman Union Pacific . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,M7
UnitedHealth Group . . . . . . . . . . . . . . . . . . 25,M10
E Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,27 EDITOR AT LARGE Jack Otter United States Steel . . . . . . . . . . . . . . . . . . . . . . . . 15
Emerson Electric . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Equifax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 AUDIO PRODUCER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen V Verizon Communications . . . . . . . . . . . . . . . . . . . 15
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5 Chris Mihal ART DIRECTORS Robert Connolly, Sue Ng
DESIGN DIRECTOR Volkswagen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITOR Nicole Silver
F Fiat Chrysler Automobiles . . . . . . . . . . . . . . . . . 11 W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,27
First Republic Bank . . . . . . . . . . . . . . . . . . . . . . . 34 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . 12,14,M5
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,21
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
Z Zions Bancorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
G GameStop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 MANAGER, ADVERTISING SERVICESJames H. Balmer ASSOCIATE MANAGER Ward S. McGuiness Zoom Video Communications . . . . . . . . . . . . . . M8
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General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . M5
General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Sterling T. Shea
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Current government policies have been likened
to those once thought dangerously radical—like
“helicopter money” and modern monetary theory.
Government and
ties in funding the private sector, in ing, although, to be fair, they failed to
particular the central bank’s purchase prepare for a downturn in their notori-
of corporate debt. That includes below- ously cyclical business by using excess
investment-grade credits—politely cash to buy back stock instead of hus-
The Private Sector:

called high-yield securities or, more banding it for the inevitable rainy day.
popularly, junk bonds. Small wonder the backlash against
For a central bank to own anything share repurchases has increased fur-
other than top-grade government obli- ther since the current crisis hit. S&P
A Troubling Marriage
gations previously was considered 500 index companies spent a record
apostasy. As issuers of the nation’s $806 billion last year to buy back
currency, central banks were sup- their own stock, a significant factor in
posed to have only gilt-edged assets on the 33% total return for the large-
their balance sheets. There was an stock benchmark. Arguably, much of
unspoken rule against this arm of the cash deployed came from the 2017
P
government involving itself in private tax cut that lowered the top corporate
olitics makes strange long as the spending can be paid for companies, even as a creditor. rate to 21% from 35%.
bedfellows, and lately, by the expedient of the central bank’s That Rubicon was crossed after the The ability of corporations to bor-
interesting ironies. monetary printing press. financial crisis, when the federal gov- row cheaply to fund buybacks with
Not too long ago, Current government policies have ernment bailed out the major U.S. tax-favored debt is yet another exam-
Democrats rejected been likened to those once thought banks and other entities deemed too ple of government policies that fa-
two presidential hope- dangerously radical—such as “heli- big to fail. But taxpayers eventually vored the private sector, albeit in a
fuls on the left who copter money,” or cash handouts to realized a profit of more than $15 bil- manner that has long been accepted as
would have increased government’s the public, or modern monetary lion on the Troubled Asset Relief Pro- part of the status quo. But the Fed’s
involvement in the private economy theory—just as the ideas of John May- gram, even though they lost money on purchase of corporate securities, espe-
significantly via a takeover of health By Randall W. nard Keynes were thought to be radi- a bailout of the automotive industry. cially more-speculative classes, has
care, funded by a tax on wealth. More Forsyth cal several generations ago. Another This time around, the Treasury will caused the greatest outcry in the capi-
recently, a supposedly conservative feature of the recently passed $2.3 provide a $25 billion bailout to the air- tal markets. By purchasing bonds of
Republican administration, with trillion Cares Act to support the line industry, following a 90% plunge particular companies, the central
bipartisan support, has embarked on economy—direct payments of up to in passenger traffic to the lowest level bank effectively is allocating capital to
some of the most significant govern- $1,200 for most taxpayers—echoes the since after the Sept. 11 terrorist attacks. a specific entity. Some might call this
ment interventions ever into the outlines of another once-radical idea, What’s different from the TARP bail- prudent investment. Others might say
private economy. that of a Universal Basic Income. out is that, unlike the banks and other it is playing favorites.
Crises have a way of doing this. Perhaps the most direct intervention financial firms whose recklessness Buying junk-bond exchange-traded
Franklin Delano Roosevelt went from so far into the U.S. economy has been caused the mortgage collapse, the air- funds, meanwhile, means passively
promising to balance the federal bud- the vast expansion of the Fed’s activi- lines’ plight wasn’t of their own mak- investing in credits. The biggest debt-
get when he ran for president in 1932, ors get the biggest weight in the ETFs.
at the depths of the Great Depression, At the same time, some of the worst
to launching the costly New Deal credits also get lumped into the basket,
when he reached the White House the so the Fed is ultimately using public
following year. money to prop up dicey debtors.
Now, with the U.S. and global
P
economy in an unprecedented down- icking winners may put the
ward spiral, owing to efforts to con- Fed’s independence at risk,
tain the coronavirus pandemic, the many critics worry, including
federal government has expanded the eminent observers such as
Photograph by Olivier Douliery/AFP via Getty Images
budget deficit—already running at a Henry Kaufman, the former chief

$1 trillion annual rate before the economist of Salomon Brothers.
crisis—massively. Supported by pur- The Fed’s efforts undermine the
chases of securities by the Federal Under Chairman market’s function of allocation of assets
Reserve, the deficit has soared past Jerome Powell, the in the bond market, contends Danielle
$3 trillion and counting. Federal Reserve has DiMartino Booth, CEO and chief strat-
been scooping up
The government has used these corporate debt, egist at Quill Intelligence and onetime
moneys to intervene in the private including high-yield adviser to former Dallas Fed President
bonds. While the
sector beyond what has ever been move arguably
Richard Fisher. Because the Fed is in-
done before, even in the great financial brought order to a terjecting itself into the market, inves-
crisis, arguably distorting asset values crisis-riven market, tors are effectively flying blind as to
it also carries risks,
in the process. What’s more, greater including the distor- true asset values, and might not be able
intrusions seem likely in the future, so tion of asset values. to see clearly after the market’s reset,
Up and Down Wall Street Continued
she wrote in an email. with the crisis and the collapse in tax reve-
Push Play Veteran bond investor Dan Fuss, vice

chairman of Loomis Sayles, says the Fed’s
intervention into the credit market was
necessary for the market’s continued func-
tioning. No matter that the central bank’s
nues. New York Gov. Andrew Cuomo said
on Friday that if Washington can bail out
the airlines, it should help his state, the
epicenter of the nation’s coronavirus out-
break. The fiscal pressures have extended
efforts have been working against his job to other public agencies. The New York
in Your as a manager of the Loomis Sayles Bond

fund (ticker: LSBRX) and institutional
corporate-bond portfolios.
Fuss’ specialty, honed over six decades
of investing, has been to look for bargains
Metropolitan Transportation Authority,
which oversees the city’s subways and
suburban commuter rail lines, is seeking
$3.9 billion from the federal government,
owing to the collapse in ridership.
in the bond market, just as Warren Buffett Such numbers pale in comparison with
Portfolio buys value stocks for Berkshire Hatha-

way (BRK. B)—but with a difference. The
corporate bond market often becomes illiq-
uid, and individual securities go begging
for buyers and sellers. Fuss has worked
pension shortfalls that state and local
governments face, which have swelled
even further in the Covid-19 crisis. Ac-
cording to Milliman, a consulting and
actuarial firm, the 100 biggest public pen-
that to his advantage by buying when sell- sions were only 66% funded at the end of
ers are desperate for a bid. the first quarter, down from 74.9% at the
The Fed’s entry into this market spurred end of 2019, the sharpest deterioration in
a $6.5 billion flow into investment-grade its records. The pension shortfall was
Video Games bond funds and ETFs, while high-yield
funds attracted a record $7.8 billion in the
$5.355 trillion as of March 31, up from
$5.313 trillion on Dec. 31.
& Esports ETF latest week, according to Bank of America.
G
As the public jumped on the Fed’s band- iven the support that the Fed
HERO
wagon, that eliminated the bargains Fuss and other arms of the federal
had been eyeing. Yet Fuss credits the cen- government have extended to
tral bank with bringing order to the corpo- the private sector already, where
rate market, which he says is good news. will Uncle Sam draw the line? That’s a key
Others worry, however, about the slip- question America now faces. Why are air-
pery slope that the Fed might be on by line employees or small-business owners
intervening in the private credit market. more deserving than retired teachers, po-
The next logical step would be for the cen- lice, firefighters, or other first responders, to
tral bank to purchase equities, which whom pensions were promised?

would represent government being an And why would the federal govern-
1 (888) 493-8631 owner of, rather than a creditor to, private ment rein in spending when it can, in
GLOBALXETFS.COM enterprise. There is ample precedent for effect, borrow without limit with support
this abroad, with the Bank of Japan ac- from the central bank? The Fed’s balance
tively purchasing Japanese ETFs. The sheet has grown by $2.1 trillion since mid-
Swiss National Bank also has been an ac- March, or roughly by half. In effect, the
tive buyer of U.S. stocks rather than just central bank has created as much liquid-
Beyond Ordinary ETFs TM
holding government securities in its
foreign-exchange reserves.
ity in the past five weeks as the federal
government will need to cover its greatly
Investing involves risk, including the possible loss of principal. Video The BOJ’s equity investments appear to expanded budget deficit as well as the
Game and Esports companies are subject to risks associated with be a logical extension of its monetary pol- Fed’s various programs to inject money
additional regulatory oversight with regard to privacy/cybersecurity concerns, icy to fight persistent economic torpor and into the private sector, John Ryding and
shifting consumer preferences, and potential licensing challenges. The deflation, after having set interest rates to Conrad DeQuadros, economic advisors to
Fund invests in securities of companies engaged in Information Technology, zero and buying Japanese government Brean Capital, wrote in a research note.
which can be affected by rapid product obsolescence and intense industry bonds. But critics contend that, by prop- “This is an economic experiment of a
competition. HERO is non-diversified. ping up Japanese stocks, it has instead magnitude that almost no one imagined,
kept alive zombie companies and pre- with consequences that will be felt for
Carefully consider the Fund’s investment objectives, risk factors, charges vented the reallocation of their assets to years to come,” they concluded.
and expenses before investing. This and additional information can be more competitive entities. The result has Not only is the Fed financing the govern-
found in the Fund’s full or summary prospectus, which are available at been a stagnant economy, exemplified by ment with printing-press money, but also it
globalxetfs.com. Read the prospectus carefully before investing. the Nikkei 225 stock index selling at is extending credit to the private sector in
approximately half of its 1989 peak. the same manner. Will there be a return to
Shares of ETFs are bought and sold at market price (not NAV) and are not The U.S. government’s involvement in normalcy when the crisis passes? Given the
individually redeemed from the Fund. Brokerage commissions will reduce the private sector has spurred calls for it to scope of America’s economic problems, this
returns. Distributed by SEI Investments Distribution Co. support beleaguered state and local gov- just might turn out to be the new normal. B
ernments, whose budget deficits are bur-
geoning due to increased spending to deal email: randall.forsyth@barrons.com
MARKETS CAN
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SHOULDN’T BE.
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Fixed income

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not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. For each fund with at least a three-year history, Morningstar calculates a Morningstar
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ST R E E T W I S E
Morgan Stanley’s Adam Jonas sees a $10 billion
cash-for-clunkers program coming, which might
spur up to $50 billion in new-vehicle sales.
Pandemic Will Drive

third quarter without the car business program, in which Uncle Sam essen-
reopening—and few expect a shut- tially paid people to trade in old cars for
down of that length. I reached out to new ones, was a $3 billion package that
Ford CEO Jim Hackett, who talked spurred $14 billion in purchases. This
Pain and Change

about lessons learned during the time, he expects a $10 billion package
2008 global financial crisis. “Remem- leading to $50 billion in purchases.
ber, Ford didn’t take any bailout If you more than triple the size of
money,” he says. “We got a lot of com- cash for clunkers, I feel it deserves a
In the Car Business

mendation from our customers be- new name. Hear me out: clunkers gone
cause of that.” That left the company humongers. Let’s see if it catches on.
determined to be ready for the next Jonas recently raised his rating on
downturn, and it is, says Hackett (see Tesla (TSLA) to Equal Weight from
page 21). Underweight. “We think that Tesla’s
Garrett Nelson, who covers a broad relative lead on electric vehicles might
I
range of car businesses for CFRA, calls actually be improved coming out of
have news that feels exciting sell vehicles into weakness. Even Au- this downturn worse than the 2008 the downturn, as other companies
only because I’ve been house- toZone (AZO), O’Reilly Automotive crisis and fears that discretionary pare back on what they see as nones-
bound for a month. My car (ORLY), and other parts chains, which spending could take longer to come sential spending,” he says.
keys turned up on the floor benefit when cash-strapped consumers back. He isn’t ruling out bailouts. “It Seth Basham at Wedbush, who cov-
near the patio door. They had fix up their old cars for longer, face would probably be some form of tax- ers car dealers and parts chains, says
gone missing two weeks before, crippling store closures as few miles payer money, similar to what the gov- AutoZone is a favorite for its strong
and my usual response to that are put on the nation’s fleet. The ernment is doing with the airlines,” balance sheet and focus on do-it-your-
involves retracing my steps, blaming broader problem is that the U.S. car- says Nelson. “You’re taking an equity selfers. Parts chains in general should
others, then raising metaphysical ques- and parts-making businesses employ stake in exchange for taxpayer funds to see healthy sales by the end of this year
tions about things being, yet not being, By Jack Hough nearly a million workers, and the car- keep them afloat.” Nelson has a Hold into next year, he adds. He’s also warm-
where I know that they are. But this and parts-selling businesses, another on Ford and a Sell on GM. He sees a ing to CarMax: “We think they’re going
time, I had the luxury of not needing to two million. These workers are also dividend cut looming for GM, whereas to emerge from this crisis a stronger
go anywhere. So I swung into inaction, buyers, not just of cars, but of smart- Ford already has suspended its payout. company, relative to a lot of competitors
and now my decisive apathy has paid phones, sneakers, and, under happier He rates Fiat Chrysler a Buy for its who are going to be weakened or po-
off. It feels good to be a winner. circumstances, meals out and vaca- “much better situation from a balance tentially end up going out of business.”
What doesn’t feel so good is think- tions away. Layoffs and furloughs al- sheet perspective,” and the momentum Ford’s Hackett says ride-sharing
ing about what all this staying at home ready have begun. its new Ram 1500 pickup had gener- services like Uber and Lyft weren’t
means for the car business. Auto sales “We do have a few people that are ated before the shutdown. cutting into his business, although
fell 27% in March, the Commerce De- calling and canceling,” says Mark Boles Analyst Adam Jonas at Morgan pundits cited them as long-term threats
partment reported this past week. Re- of Boles Automotive, a repair shop Stanley expects government help for to car ownership. The pandemic could
member, business shutdowns became outside Charlotte, N.C. “If, when they the car producers, but not bailouts. “We make drivers think carefully about
widespread only in mid-March, so call and cancel, it’s because they’ve lost don’t think that the manufacturers are shared spaces, including cars, he says,
April’s decline is likely to be much their job, that’s terrible to hear. When I going to fail the way they did back in noting that Ford is working on vehicle
worse. Most car dealers are closed. start getting those phone calls more 2008 and 2009,” he says. “But the in- interiors featuring nanosurfaces that
That’s obviously terrible news for frequently, I’ll start to really worry.” dustry is going to need support, and can kill viruses on contact.
General Motors (ticker: GM), Ford Ford this past week warned that it this time around we think the support Morgan Stanley’s Jonas envisions a
Motor (F), Fiat Chrysler (FCAU), and would take a big loss for the first is going to come from the bottom up to long list of changes after the pandemic:
other car makers, and there will be the quarter, but also said it has enough the top, in the form of a consumer stim- less commuting, less car renting, youn-
usual cascade of pain. Falling vehicle cash to make it through the end of the ulus.” The original cash-for-clunkers ger cars, fewer dealers, more digital
sales will hurt component manufactur- and touchless dealer services. “When
ers, such as BorgWarner (BWA) and you think about the car dealer busi-
Aptiv (APTV). As cars continue to roll ness, there are so many unpleasant-
off leases, used inventory will swell; BARRONS.COM/PODCASTS ries,” he says. “The lack of transpar-
prices are already falling. Megadealers, ency, and the different pricings. It’s got
including AutoNation (AN) and Car-
Max (KMX), will be stuck with inven-
tory that is losing value, but they will
Barron’s Streetwise to change. I’m kind of hopeful that one
of the silver linings here is that this
could accelerate a better experience.”
have it better than mom-and-pop deal- In a new weekly podcast by Barron’s, columnist Jack Hough I’m preparing a micro-stimulus at
ers, which lack the same online sales looks at the companies, people, and trends you should be the end of this year, when I’m due for a
savvy and access to capital. watching. This is Wall Street like you’ve never heard before. new minivan. That assumes the kids
Rental companies such as Hertz Subscribe to Barron’s Streetwise on Spotify, Apple Podcast, can’t talk me into a sport-utility vehicle
Global Holdings (HTZ) and Avis or your favorite listening app. by then, and that I’m not locked into
Budget Group (CAR) could have to another standoff with my keys. B
Bank Earnings confidence—and why shouldn’t they?

Their banks were well-capitalized going
into the Covid-19 crisis, while aggressive
“At the end of the day, the message is
Were Terrible. fiscal and monetary policies put into
place by the Federal Reserve and the U.S.
government were designed to facilitate
clear. Be disciplined about price, don’t
It’s Time to Buy In. lending with little risk to the banks
themselves.
overreact to headline news and be a Knowing that, however, hasn’t been
enough for investors who sold after the
recent rally.
long-term investor.” Risks aside, banks are well capitalized
and supported by Fed and U.S. policy
“There’s a dichotomy in the market,”
David Konrad, managing director at D.A.
Davidson, tells Barron’s: On one hand, in-
vestors understand that future quarters of
- Jim Cullen, Chairman & CEO By CARLETON ENGLISH loan-loss provisions are likely and that the
banks will have their arms around the
B
ank stocks opened the earnings situation. On the other hand, he adds, in-
season with a bang this past week— vestors are asking why they should buy in
and not the good kind, as shares of now given the uncertainty and risks.
High Dividend Value Equity the nation’s six largest banks fell
after they released first-quarter results. Of course, there are reasons to be in-
But there may be more hope for the vested in the big banks—it’s just a matter
beaten-down sector than what was implied of having a longer time horizon and under-
Enhanced Equity Income by those drops.
Even amid the coronavirus crisis, there
standing that it will be a bumpy ride.
Consider Bank of America: The bank
had certainly been hope heading into earn- notably struggled in the years after the
ings. After tumbling 28.6% in March, the financial crisis, taking years to work
PHLX/KBW Bank Index gained 25% dur- through legacy issues long after its rivals
Value Equity
ing the week ended April 10, its best week had moved on. But these days, the North
since May 2009. Then came the earnings. Carolina–based bank is well-equipped for
One by one the six banks—JPMorgan the crisis—even when those expected loan
Chase (ticker: JPM), Wells Fargo (WFC), losses start to arrive.
International High Dividend Citigroup (C), Bank of America (BAC), “I don’t think people give Bank of
Goldman Sachs Group (GS) and Morgan America enough credit for how much it
Stanley (MS)—reported their results. One derisked its loan book,” Konrad says,
by one their shares tumbled. Through drawing comparisons to JPMorgan Chase,
Emerging Markets High Dividend Thursday, the KBW Bank Index had
dropped 8.7% on the week.
which gets credit for its so-called fortress
balance sheet. He has a Buy rating on
It’s not hard to see why. The six banks Bank of America and a Neutral rating on
boosted their loan-loss reserves by a col- JPMorgan.
lective $25 billion this quarter on the ex- And banks won’t be a bad place to put
pectation of large losses on bad loans, your money if the market continues to
causing their profits to drop in excess of rally, says Société Générale analyst An-
30%, with Wells Fargo notching an 89% drew Lim. Yes, areas of concern will per-
fall in profits. Worse still, the banks will sist. Banks can expect to see increases in
almost certainly need to increase their net charge-offs and near-zero interest
loan-loss reserves in coming quarters. rates are doing the banks few favors out-
“It’s like watching a car wreck that side of a cheaper cost of funding. But un-
hasn’t finished,” Chris Marinac, director of precedented measures taken by govern-
For further information, please contact Schafer Cullen Capital Management research at Janney Montgomery Scott, tells ments and central banks are expected to
212.644.1800 • info@schafer-cullen.com • schafer-cullen.com Barron’s. cushion some of the blows.
If investors were looking for hints from Lim recommends Goldman Sachs, Mor-
CEOs that the bad times might be over gan Stanley, and JPMorgan because of the
soon, they didn’t get any. Morgan Stanley strength of their investment-banking busi-
CEO James Gorman—who, incidentally, nesses. The financial advisory activity may
Schafer Cullen Capital Management is an independent investment advisor registered under the Investment
has just recovered from the coronavirus— be slow, but increases in trading and debt
Advisers Act of 1940. This information should not be used as the primary basis for any investment decision stated the obvious when he said the bank capital markets this year and next will
nor, should it be construed as advice to meet a particular investment need. It should not be assumed that any would not be hitting its aggressive targets serve as offsets. “While the economic im-
security transaction, holding or sector discussed has been or will be profitable, or that future recommendations outlined just a quarter ago. “A CEO who pact of Covid-19 is uncertain, what is cer-
or decisions we make will be profitable or equal the investment performance discussed herein. A list of all stands by their short-term targets that tain is that the policy response from gov-
recommendations made by the Adviser in this strategy is available upon request for the 12 months prior to the were set right before this virus hit, I don’t ernments and central banks is enormous
date of this report. know what planet they’re on,” Gorman and will keep growing,” he says.
said. If he’s right, those banks might just be
The bank CEOs did exude a sense of starting to look pretty good. B
April 20, 2020
Investment
voyainvestments.com/withyouinmind
Management
with you in mind
Partnership at every step. That’s our commitment to you.
BARRON’S
13
R E VIEW 24,242.49
Dow Industrials: +523.12
364.97
Dow Global Index: +7.21
0.66%
10-year treasury note: -0.06
The Cure HE SAID

Stocks slid, despite data suggesting
the apex of Covid-19 in New York had “Unless people
passed, rebounded as earnings season
began, and then lost ground as JP- feel safe and secure
Morgan Chase and Wells Fargo pre-
dicted a deep recession, and grim data and confident
on oil, retail, jobs, and manufacturing
piled up. An upbeat early report on around the virus,
Gilead Science’s Covid-19 treatment,
however, dispelled the gloom and the economic
lifted stocks on Friday. And so the
rally continued. For the week, the impact will
Dow industrials rose 2.2%, to
24,242.49; the S&P 500 advanced continue in some
3.0%, to 2874.56; and the Nasdaq
Composite surged 6.1%, to 8650.14. way, shape,
AS AMERICA SLOWS, THE E-COMMERCE GIANT GROWS Rising Economic Pain or form.”
Curves flattened, but the death toll
The Amazon
Goldman Sachs CEO David Solomon,
continued to rise. Unemployment on a quarterly earnings call
THE NUMBERS claims soared past 22 million. Retail
3.74%
sales plunged 8.7% in March. Meat
Alternative
producer Smithfield Foods closed
three facilities, including a South
Dakota pork plant with over 600
Mortgage Bankers Association Covid-19 infections, and warned of
estimate of mortgages not paid meat shortages. Boeing said it would
More than 20 million Americans have applied for as of April 5, up from 2.73% the call back workers in Washington state
unemployment benefits in the past four weeks. But at week of before to resume airline production, while 10
10%
Amazon.com, the numbers are moving the other way. of the top 12 U.S. airlines agreed to
The company has hired more than 100,000 people over accept assistance from the govern-
the past month, and just announced plans for another ment. Amazon.com told users seek-
75,000. Its stock is also moving in the opposite direction ing food deliveries that they will have
from the broader market—rising 28% this year, to an Fall in first-quarter year-to-year to join a wait list until it can add ca-
all-time high this past week. sales of PCs, according to IDC, pacity, and stripped its website of Testing the Oil Deal
Amazon now employs 840,000 people, still a distant a result of snarled supply sales gimmicks. U.K. Prime Minister Some 23 nations, including U.S., Russia,
second to Walmart, which has a payroll of more than chains, particularly in China Boris Johnson left the hospital after a and Saudi Arabia, agreed to cut daily oil
$6.3 T
two million. But Amazon increasingly looks like the serious bout with the virus. output by 9.7 million barrels in May and
future of the American workforce: a flexible armada of June; reductions will decline from there.
Illusrtation by Elias Stein; photograph by David Paul Morris/Bloomberg

workers trained to respond as quickly to digital com- Debate Over Reopening After the deal, West Texas Intermediate
mands as to in-person ones. New York formed an alliance of seven prices slid, driven by fears that the cuts
The downside of working at Amazon also fore- U.S. commitments to rescue the states to coordinate a ”reopening,” mir- would not be enough to support prices.
shadow bigger worries for U.S. workers. Part-timers economy: $2.3 trillion in fiscal roring West Coast and Midwest coali- Meanwhile, in the U.S., producers began
make up an unspecified portion of the force—the com- funds, $4 trillion from the Fed tions. That set up a conflict with Presi- shutting down active wells. A particular
13%
pany won’t say how much—and have fewer benefits. dent Donald Trump, who declared problem beyond the Covid-19-driven
Warehouse work can be mechanical and repetitive, and “total” authority to determine a re- plunge in demand: rapidly shrinking
some claim the company’s safety processes are uneven, opening, only to backtrack and agree to storage capacity for unsold oil.
putting employees at risk. A “sickout” at Whole Foods “consult” with the governors, outlining
Markets last month called attention to these issues, Estimate of unemployment by guidelines to reopen but no national Politics in a Pandemic
though an Amazon spokesperson called the dissenters a June, from a Wall Street Journal testing plan. Trump also said the U.S. Former Vice President Joe Biden won
“small but vocal group” whose claims are inaccurate. survey of 57 economists would freeze funding to the World endorsements from rivals Sen. Bernie
And Amazon doesn’t expect all of its new hires to stay Health Organization. Stimulus pay- Sanders and Sen. Elizabeth Warren, and
for the long term. The company highlighted one recent To get Numbers by Barron’s ments went out to some taxpayers— former President Barack Obama. In a
hire who will probably leave one day—a Dallas preschool daily, sign up wherever paper checks will have the president’s Wisconsin election conducted during the
teacher it expects to stick around “until she can return to you listen to podcasts or at name on them—as a small-business pandemic, a Democratic judge beat out a
the classroom.” She’ll have a lot to teach the next genera- Barrons.com/podcasts loan program exhausted its funding, Republican incumbent, endorsed by
tion of American workers. — Avi Salzman and talks on a new stimulus continued. Trump, for the state Supreme Court.
P R EV IEW Tuesday Netflix reports first-quarter results. The stock has Sign up for the Review &
been one of the best performers in the S&P 500 index Preview daily newsletter at
this year, and recently a huge beneficiary of social distancing. Barrons.com/reviewpreview
Monday 4/20 sus estimates are for a seasonally ad-

justed annual rate of 660,000 new
Cadence Design Systems, Equifax, single-family houses sold, a steep 13.7%
Halliburton, IBM, Truist Financial, drop from February’s 765,000 rate.
and Zions Bancorp report quarterly
results. IHS Markit releases its Manufactur-
ing and Services Purchasing Managers’
The Federal Reserve Bank of Chicago Index for April. Economists forecast a
releases its National Activity Index for 36 reading for the Manufacturing PMI,
March. Economists forecast a minus down from March’s 48.5 figure. The
0.56 reading, below February’s 0.16. Services PMI is seen coming in at 40,
in line with the March data.
Tuesday 4/21 The Department of Labor reports

initial jobless claims for the week end-
Chipotle Mexican Grill, Chubb, ing on April 18. Over the past month,
Coca-Cola, Emerson Electric, 22 million people have applied for un-
HCA Healthcare, Lockheed Martin, employment benefits, roughly double
BEGIN WITH COVID-19 Philip Morris International, the total in all of 2019.
Prologis, and Texas Instruments
Steel’s Big Steel Giants

Nucor and U.S. Steel Stocks
report earnings.
Friday 4/24
Versus the Market Charles Schwab webcasts its Spring

Business Update. CEO Walt Bettinger American Express, Sanofi, and Ver-
Meltdown S&P 500 Index

Nucor
United States Steel
will discuss the firm’s strategic focus.
The National Association of Realtors

reports existing-home sales data for
izon Communications hold confer-
ence calls to discuss quarterly results.
The Census Bureau releases the du-

50
Credit Suisse last week warned that the steel industry is March. Consensus estimates are for a rable goods report for March. Consen-
facing a “perfect storm.” That may be a cliché, but it’s not an seasonally adjusted annual rate of 5.47 sus estimates are for a 11% decline in
exaggeration. Covid-19 is flattening car demand (there’s lots 0 million homes sold, 5.2% below Febru- orders for manufactured durable
of steel in cars), energy prices are down 67% (lots of steel in ary’s 5.77 million figure. goods. It would be the largest monthly
oil production), and more capacity is coming. Credit Suisse decline since orders plummeted 18.4%
analyst Curt Woodworth couldn’t take it; he downgraded -50 in August of 2014. Excluding transpor-
shares of mini-mill Nucor to the equivalent of Hold and Wednesday 4/22 tation, orders are expected to fall 6%,
dropped his price target by $9, to $45 a share. after edging down 0.6% in February.
All of Wall Street is bearish on steel. Only 40% of analyst -100 AT&T, Baker Hughes, Biogen, CSX,
ratings for steel stocks are Buys, compared with the average 2019 ’20 Delta Air Lines, Kimberly-Clark, Coming Earnings
Consensus Estimate Year ago
Buy-rating ratio for Dow stocks of 55%. Steel analysts have to NextEra Energy, SL Green Realty,
pick winners and losers within the sector, and the low ratio
Steel-mageddon and Thermo Fisher Scientific report
M
IBM (Q1) $1.82 $2.25
signals that no one can find winners right now. Select Domestic Steel Company quarterly results. T
Woodworth thinks that steel use for U.S.-produced cars Values Divided By Steel Chipotle Mexican Grill (Q1) 3.00 3.40
will fall 70% to 90% in the second quarter. Benchmark steel Making Capacity The Federal Housing Finance Lockheed Martin (Q1) 5.81 5.99
Netflix (Q1) 1.61 0.76
prices are off 11% this year, to $520 a ton, far from the over Agency releases its Home Price Index
$800 per ton Philip Morris International (Q1) 1.13 1.09
$900 in 2018, which was boosted by trade-war tariffs. On for February. Expectations are for a Proctor & Gamble (Q3) 1.11 1.06
average, steel stocks are down more than 40%, year to date. . 0.4% gain, similar to January’s rise. Texas Instruments (Q1) 1.02 1.26
Nucor and peers Steel Dynamics, Commercial Metals, 700 The Coca-Cola Co (Q1) 0.45 0.48
and Schnitzer Steel Industries have slid about 35%. Blast- Travelers (Q1) 2.78 2.83
furnace-based producers, such as United States Steel,

600
Thursday 4/23 More Earnings on Page 36.
ArcelorMittal, and Cleveland-Cliffs are off closer to 50%. Consensus Estimate

Day Consensus Est Last Period
Another measure of the pain: Total market capitalization Capital One Financial, Citrix Sys-
T Mar. Existing Home Sales 5,465,000 5,770,000
of U.S. steel producers is roughly $30 billion, or about $200 500 tems, Eli Lilly, Intel, Invesco, Old TH Mar. New Home Sales 660,000 765,000
per ton of capacity. But it costs $1,000 to $2,000 per ton of Dominion Freight Line, Southwest F Mar. Durable Goods -11.0% 1.2%
capacity to build a new steel mill. And Woodworth sees Airlines, and Union Pacific report Apr. Michigan Sentiment - f 71.0 71.0
400
some eight million tons of new capacity arriving in 2021. earnings. Unless otherwise indicated, times are Eastern. a-Advanced;
f-Final; p-Preliminary; r-Revised Source: FactSet
Elias Stein
That’s a big number; U.S. mills made only 95 million tons in 2018 ’19 ’20
For more information about coming economic reports—
the past year. That capacity should keep a lid on profits, even Note: Debt and market capitalization The Census Bureau reports new resi- and what they mean—go to Barron’s free Economic
Sources: FactSet; Bloomberg Calendar at Barrons.com.
after the economy regains its health. — Al Root dential home sales for March. Consen-
Why Business Won’t

workforce is employed in 15 of the such thing as remote work or curbside
highest-contact industries—or some service. Of the most contact-intensive
“Even if the
27.3 million people who earn nearly occupations, according to analysis by green light
$1.3 trillion annually. the Federal Reserve Bank of St. Louis,
is given
Come Back So Easily

“Because of the risk of renewed barbers, hair stylists, and cosmetolo-
virus spread, the public will have to be gists top the list. According to market today, it’s
persuaded that any plan for partial data firm Statista, hair, skin, and nail
reopening is safe,” said David Choi and salons in the U.S. generated roughly
too soon. I
David Mericle, economists at Goldman. $5.24 billion in total revenue in 2018. have to look
After all, they added, “most of the in- Sara Turack, owner of a 12-chair out for my
crease in social distancing in the U.S. salon in Omaha, Neb., said she’s plan-
Until there is a coronavirus treatment or vaccine, many industries expect has been a voluntary reaction to virus ning for her stylists to treat customers employees
social distancing to take a toll on sales even after states lift lockdowns fears, not a response to government like hospital patients when the business and my
lockdown orders.” reopens, using protective gear and stag-
While the onus around lifting lock- gering appointments. “We’re right up customers.”
down orders will fall to states, some of there in someone’s personal space,” she David Lamb,
the burden in keeping consumers safe said, adding that a lot of stylists are Alabama
restaurateur
will rest on businesses themselves. questioning whether they should stay in
In Montgomery, Ala., David Lamb the industry after the pandemic. “I’m
has flipped his dine-in Frutta Bowl hopeful that my stylists come back,” she
restaurant to a curbside business, a shift said, “but I can’t be sure.”
he doesn’t expect to fully reverse once While Turack expects some pent-up
Gov. Kay Ivey begins to ease lockdown demand from customers, as people are
restrictions. Recently, business has able to get their hair cut and colored
improved, he said, to about 50% of again, she thinks some changes will be
previrus sales from 25% two weeks ago. permanent. Some people have already
“This area is strongly pro-Trump. gotten used to doing their hair them-
People really pay attention to what he selves, she said, and that’s not to men-
says, and his message seems like it has tion how mass job losses across the
been a little more hopeful,” Lamb said. country may affect demand for things
“I can tell from people’s behavior that like salon services. “We all have to
they are not worried.” wonder, will the economic impact
Lamb, though, is worried. Even come later?” she said.
when restaurants are again able to seat The impact, of course, goes well
diners, he says he plans to continue beyond small businesses. There are
operating in restricted ways longer than similar concerns for companies across Barbers, hair styl-
ists, and cosmetolo-
he needs to. “Even if the green light is the travel sector. How, for example, can gists are in the most
By LISA BEILFUSS ing prospects and hopes for a Covid-19 given today, it’s too soon. I have to look airlines keep customers and staff safe contact-intensive
T
cure. out for my employees and my custom- in confined cabin space? industry. Here,
Haircrafters Barber
he grand reopening of the The urge to reopen the economy, ers,” he said. Doug Parker, CEO of American Shop in New York
U.S. economy is at hand. particularly in light of the staggering For many businesses, there’s no Airlines (ticker: AAL), said in a video on a recent day,
Now it’s important to get it number of job losses and probably a
right, or it could be the double-digit decline in second-quarter
Chris Mihal (Illustration); Brittainy Newman/T he New York Times/Redux (photograph)

prelude to a bigger and more gross domestic product, is understand-
economically devastating able. But a rush to get back life back to
closing. normal raises the risks of a relapse—
Thursday brought perhaps the best and setting the recovery back even fur-
news in weeks on the battle against the ther. If confidence isn’t restored, con-
coronavirus pandemic, with President sumers may refrain from spending
Donald Trump unveiling a three-phase even after the all-clear is finally given—
state-driven strategy to reopen America particularly the older Americans who
to commerce, and companies like are most vulnerable to Covid-19. For
Gilead Sciences (ticker: GILD) report- perspective, Americans over 55 account
edly seeing progress on the treatment for 40% of consumer spending, said
front. What’s more, some of the hardest- Torsten Sløk, chief economist at
hit areas like New York believe they Deutsche Bank Securities.
have seen a peak in the number of new Economists at Goldman Sachs say
cases, and states around the country their U.S. Lockdown Index, a measure
are banding together by region to plan of the GDP-weighted share of the coun-
coordinated reopenings. try that has enforced varying stay-home
For their part, investors have been orders, has risen to 86%. A quarter of
buying into the reopening hype. The small businesses across the country
S&P 500 index, already up 28% after were already closed at the beginning of
its bear-market low on March 23, leapt April, with many more shutting since
2.7% on Friday to 2875 on the reopen- then. More than a fifth of the American
message on Wednesday that the company their portfolios. That means overweight
would change seating policies and reduce health-care and communications-services
on-board food and beverages to limit ser- holdings and some caution around discre-
vice contact. In particular, Parker said tionary sectors.
OUTLAST.
that American would block 50% of stan- “The market is pricing in a fairly linear
dard middle seats on board, and would recovery over the next three to nine
give flight crew authority to reassign seats months,” he said, “but it’s likely to be more
to improve distance between passengers. start-stop with progress and setbacks
While measures like those could help along the way.” The market expects the
customers feel more comfortable about air economy to be back to normal by 2021, but
travel, it’s not clear how sustainable such that doesn’t leave much of a margin of
efforts could be for the longer term. “Air- safety, given the uncertainty, he said.
lines aren’t designed to run at half-capac- Some analysts have tried to map out
ity,” said David Lefkowitz, an equity strat- reopen scenarios. Deloitte Consulting and
egist at UBS Global Wealth Management. Salesforce.com (CRM) came up with
And when it comes to staying in a hotel,
you can’t be sure who stayed there before
four, though their unwillingness to assign
probabilities speaks to the inability to
THE VALUE OF A LONG-TERM PERSPECTIVE. RIGHT NOW.
you. “There are a lot of questions around predict what happens next. On the bright-
how practical this all is,” he said. “This est end of the spectrum, the analysts think
will weigh on people’s thinking.” it’s possible that the virus could pass
The same is true for many restaurants. without a second wave, allowing the econ-
While takeout and delivery services have omy to begin rebounding later this year as
been a lifeline for restaurants large and confidence slowly returns. At the other
small during the pandemic, for many it’s end is a new world of lone wolves, where INVESTMENT EXPERIENCE THROUGH 30 MARKET CYCLES1
not enough to cover overhead for an ex- rolling waves of the disease continue to
tended period, should consumers con-
tinue to stay away. Brinker Interna-
rock the globe for longer than anyone was
prepared for, creating widespread social
PORTFOLIO MANAGERS WHO AVERAGE 23 YEARS’ TENURE
tional (EAT), owner of the Chili’s and
Maggiano’s chains, said on April 2 that
unrest, leading to increased isolationism
and growing government surveillance.
200 INSTITUTIONAL CLIENTS FOR 20+ YEARS
virtually all of its restaurants remain open As is often the case, the reality of what’s
for to-go orders, and off-premise sales to come probably lies somewhere in the
have more than doubled from a year middle of this rose-colored-to-dystopian
earlier. Still, that amounts to only 30% to spectrum. The virus will continue to It takes conviction to see beyond the volatility in today’s
35% of prior-year sales, Brinker said. spread, and new waves will probably markets. PGIM brings expertise across asset classes
Given so much uncertainty around how emerge, but consumers will resume some and risk management rigor to the search for consistent
long the virus will linger, how quickly a activities, and businesses will adapt. Those
long-term returns.
vaccine will come and how effective it will that take precautions will be better off, and
be, and how the trauma will affect con- so too will the U.S. economy, if officials, Find out more at PGIM.com/longtermism
sumer behavior in the months and years to customers, and business owners accept
come, Lefkowitz says that he is advising that attempting to resume normalcy too
UBS clients to maintain a defensive tilt in soon will only do more economic damage. B
High-Contact Occupations
Percent of
Occupation Proximity Index U.S. Workforce
Barbers, Hairstylists & Cosmetologists 92.17 0.87
Occupational & Physical Therapy Assistants & Aides 90.5 0.08
Home Health & Personal Care Aides 90.25 1.28
Therapists, Veterinarians, Nurses & Midwives 88.09 3.22
Supervisors of Food Preparation & Serving Workers 88 0.67
Health Care Diagnosing or Treating Practitioners 86.19 1.22
Supervisors of Personal Care & Service Workers 84.5 0.09
Health Technologists & Technicians 82.73 2.06
FIXED INCOME | EQUITIES | REAL ESTATE | ALTERNATIVES | PRIVATE CREDIT | QUANT SOLUTIONS
Pilots, Air Traffic Controllers & Flight Attendants 81.6 0.22
Other Health Care Support Occupations 80.2 0.91
Preschool, Elementary, Middle, Secondary 79.54 3.80
& Special Education Teachers
Data as of 12/31/19. 1Represents PFI’s asset management expertise through PGIM and its affiliates and its predeces-
Other Teachers & Instructors 79 0.51 sors. For additional information related to market cycles visit: www.nber.org/cycles.
Motor Vehicle Operators 75.56 3.24 © 2020 Prudential Financial, Inc. (PFI) and its related entities. PGIM, Inc., is the principal asset management busi-
ness of PFI and is a registered investment advisor with the US Securities and Exchange Commission. PGIM is a
Other Personal Care & Service Workers 75.5 1.96
trading name of PGIM, Inc. and its global subsidiaries. The PGIM logo and the Rock symbol are service marks of PFI
Food & Beverage Serving Workers 75.17 1.48 and its related entities, registered in many jurisdictions worldwide.
Source: St. Louis Fed

Merged
try, Tusa says. Elevators, he noted in a
recent report, “are like the aircraft
engine of the building, a technical,
mission-critical piece of equipment for
Raytheon which failure is not an option.”
Otis notes that about a third of the
16 million elevators around the world
And 2 Units are at least 20 years old. About 80%
of its earnings come from stable ser-
vices revenue. The company’s me-
Take Flight
dium-term goal is high single-digit
annual growth in earnings per share.
Earnings may decline 14% this year, to
$1.94 a share, before rebounding to
$2.20 in 2021.
With a high tax rate of 33% de-
The three stocks that have now pressing earnings, Tusa prefers to
emerged from the United value Otis based on enterprise value
Technologies-Raytheon deal offer (equity market value, plus net debt)
divided by earnings before interest,
investors multiple opportunities. taxes, depreciation, and amortization,
or Ebitda, which is more reasonable at
around 12.5, based on this year’s pro-
jected results, and represents a dis-
By ANDREW BARY count to rivals Kone (KNEBV.Fin-
T
land) and Schindler Holding (SCHN.
hree industrial companies will consume spare parts.” jets from airline fleets will hurt its Switzerland).
have made their debut at Calling Raytheon Technologies a lucrative spare parts business. But it Carrier is a top maker of air-condi-
possibly the worst time for “lower risk” way to invest in aero- should benefit in the coming years tioning and heating systems. It is the
any business. space, compared with Boeing (BA) from an upturn in profits on its new deep-value stock of the three, trading
Yet the three—Ray- and Airbus (AIR. France), he has a jet engine (called the geared turbofan) at $13, or about 10 times this year’s
theon Technologies Buy rating and a $80 price target on for narrow-body Airbus planes. projected earnings per share. A big
(ticker: RTX), Otis World- the stock. In the merger, Raytheon holders knock against Carrier is its heavy net
wide (OTIS), and Carrier Global During 2019, United Technologies received 2.335 shares of Raytheon debt of $10 billion, or five times esti-
(CARR)—all look appealing, despite a and Raytheon projected $8 billion to Technologies for each of their shares, mated 2020 pretax cash flow (Ebitda).
downturn that will sap this year’s re- $9 billion in free cash flow in 2021 for while United Technologies holders Most companies like to keep the ratio
sults. Their emergence follows the the new Raytheon Technologies. But received one share of Raytheon Tech- of debt to Ebitda to three times or less.
completion earlier this month of the $6 billion now looks more likely, with nologies, one of Carrier, and a half- Wolfe Research analyst Nigel Coe
merger between Raytheon and United $7 billion to $8 billion—about $5 a share of Otis for each United Technol- began coverage of Carrier with an
Technologies. share—possible in 2022. That is ogies share. Outperform rating and a $26 stock
Raytheon Technologies is by far the against $7.5 billion last year and a pro- “Raytheon Otis recently traded at $45, and has price target. He sees “substantial op-
largest of the three, with a market jected $4.5 billion for 2020. the highest valuation among the three, portunities to improve margins and
value of $95 billion. It consists of “Not exactly the way we had ex-
Technologies at 23 times projected 2020 earnings of pay down debt,” according to a note.
United Technologies’ commercial air- pected to start this great company, ran into the $1.94 a share. This reflects Otis’ posi- Coe projects $1.2 billion of free
craft operations, including the Pratt &
Whitney engine business; a defense
but we’ll get through it,” Greg Hayes,
Raytheon Technologies CEO (and
buzz saw of tion as one of the five global leaders in
elevators and the only elevator pure
cash flow this year, rising to $2 bil-
lion by 2022 or 2023. Revenue this
unit, and all of Raytheon, one of the former boss of United Technologies), the biggest play in the U.S. stock market. year is expected to be down 15%, to
leading defense contractors. Its told Fox Business in early April. The downturn in JPMorgan analyst Stephen Tusa $16 billion, with reported earnings off
shares, at a recent $65, trade for 17 company, he said, would rely on its began coverage of Otis with an Over- by a third. Carrier, he wrote, is “best
times projected 2020 earnings of defense businesses, with their $70 aerospace weight rating and a $53 price target. viewed as a deleveraging and restruc-
$3.82 a share. billion contract backlog, for growth history.” “It’s a strong franchise in an attrac- turing story—perhaps not the jazziest
The bull case for Raytheon Tech- in the near term. tive industry and better earnings visi- equity story, but one that we think
Carter Copeland,
nologies is that its relatively stable One risk for Pratt & Whitney is Melius Research bility in the downturn,” relative to can deliver significant upside, if exe-
defense business—accounting for that accelerated retirement of older analyst. others in the building-services indus- cuted well.”
about 65% of projected revenues in Carrier may set a dividend that
2020 and 2021—should anchor the could be 4%, according to Barclays
company until a rebound in the hard- 3 Stocks From 2 analyst Julian Mitchell. Raytheon
hit aerospace units comes in 2022. Deal-making by the former United Technologies has now led to the creation of three industrial stocks. and Otis are each expected to yield
The company “ran into the buzz Recent Market 2020E 2021E 2020E 2021E Net Debt
about 2%.
saw of the biggest downturn in aero- Company / Ticker Price Value (bil) EPS EPS P/E P/E (bil) In sum, Raytheon Technologies is a
space history,” says Carter Copeland, Raytheon Technologies / RTX $62.45 $94.7 $3.82 $4.69 16.4 13.3 $22
mix of a stable defense unit and a re-
an analyst with Melius Research. “You covering aerospace division. Otis offers
Otis Worldwide / OTIS 45.62 19.8 1.94 2.20 23.5 20.8 4.8
have to believe that people will hop on a pure play on an attractive global oli-
Carrier Global / CARR 12.89 11.2 1.40 1.70 9.2 7.6 10
planes again and that the industry will gopoly, while Carrier is an industry
need new jet engines and that planes E=Estimate Sources: Bloomberg; Barclays; company reports leader with a depressed price. B
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Ford Will Get

Back Into Gear,
Its CEO Promises
The auto maker’s postcrisis strategy includes alliances that could help
it drive successfully into a future of electric and self-driving vehicles
By JACK HOUGH like that.
B
arron’s spoke recently with On ride-sharing services, such as
Jim Hackett, CEO of Ford Uber Technologies (UBER) and
Motor, about the com- Lyft (LYFT):
pany’s ability to weather the There were pundits who said, “Hey,
pandemic and the future of your business won’t be as big in the
pickup trucks, ride-sharing future because everybody won’t own a Jim Hackett, above, space is a good thing in the design of you really want to be ready. ” So, we are
services, electric vehicles, vehicle.” Ask somebody now, “How do says, “We have vehicles. really ready this time.
125,000 people
and more. His edited comments follow. you feel about the impact of the virus working at home Our balance sheet is in exceptional
and your own vehicle?” I haven’t got now. And the pro- On autonomous vehicles: shape. We had a provision that we
ductivity is really
On the scale of the downturn: any data for this, but dynamically, high. On balance,
It has been our estimation that auton- didn’t want to use, but it was there for
This is so unique that the word unique people are going to want to keep con- though, I can’t wait omy would find its application in the taking. So we drew that down. We
doesn’t do it justice. I was in a CEO role trol of their own spaces in the future, to get back and be moving both people and goods. So we suspended dividends so we can con-
among my team.
[at Steelcase, the office-furniture com- and that includes their vehicles. I miss that.” created a dual bet. It’s a little more serve cash. Management took pay
pany] during 9/11. What’s the same expensive, but that’s why we had a deferrals. We did all the kinds of
about 9/11 and the pandemic is that it On market share: partner in Volkswagen [VOW.Ger- button-pushing.
altered your sense of reality instantly. The Ford brand imbues this sense of many]. And this explains a little bit of I’m amazed at how fast and how
What’s different is, after 9/11, business extreme reliability and trust in the our investment in [electric-truck solidly all of that worked. I think peo-
continued. We didn’t turn off factories company when all else is kind of up- maker] Rivian, because Rivian an- ple are going to be pleased with Ford’s
all over the world. ended in their lives. It’s a safe bet. Our The nounced that it has won contracts performance through yet another cri-
market share in China went up after from Amazon.com to electrify home- sis. It will just be another chance for
On restarting the economy: the virus outbreak there. So we think
Autonomous delivery vehicles. Now, as we look us to distinguish the blue oval.
If you start too soon, you do more that our market share will go up, too, Advantage back at this pandemic, we’ll go, “Hey,
damage. If you start too late, you do because of this predictability. “As we look back how valuable would an autonomous On working from home during
damage. This is why the turn-on prob- at this pandemic, vehicle have been to run errands for the shutdown:
lem is really hard. I’m really optimis- On how the virus might change cars: we’ll go, ‘Hey, me or to deliver things?” We had roughly a thousand people
tic that when we get to go, we will be Surfaces will have to have micro struc- how valuable working from home before Christmas,
safe, and there will be demand. tures that can’t hold viruses. These would an autono- On the ability of Ford, which ex- just as a part of their normal duties.
things are there. They’re nano-level mous vehicle pects to report a $2 billion first- We have 125,000 people working at
On Ford’s (ticker: F) pickup trucks: structures that are in the fabrics. You have been to run quarter loss, to weather the down- home now. And the productivity is
The F-150 has a dramatic extensibil- can’t feel them, but if you had a micro- errands for me turn: really high. On balance, though, I
ity: It goes down and up really well in scope, they’d look like you’re putting a or to deliver We’ll be 117 years old in June. So the can’t wait to get back and be among
terms of trim levels and features. The virus on top of arrows. The virus can’t things?’ ” company has been through events that my team. I miss that.
F-Series—150, 250, 350—is by far the live. The surface punctures it, literally. are resetting like this—world wars,
Jeff Kowalsky/AFP via Getty Images
[top selling] vehicle line in the world.

Its versatility is one reason that the On electric vehicles: 117th etc. It has an amazing vitality. In the
2008 recession, remember, Ford
On whether he has driven a
Ford lately:
company is so healthy. In the down- I think we’ve got this part right. An The anniversary didn’t take any bailout money. It was I took delivery of a GT500 during the
turn, the pickup has done fairly well event like this causes a re-sorting of Ford will soon really tough and a big challenge. We snow season, and I was able to drive it
because you’ve got to think of it as a what you care about. The bigger oppor- celebrate. It has got a lot of commendation from our this weekend. It was such a relief from
purpose-built product, too. It’s a tunity is the extra [interior] space that survived more customers because of that. They really everything. My wife and I went on a
commercial vehicle for some people. an electric vehicle gives you. The new than a few crises respected the brand. really long ride together. It turned a lot
And it’s being used as an underpin- priority is space, to perform in ways since its founding That influenced us tremendously. It of heads because you can hear this
ning to ambulance bodies and things that pandemics can’t disrupt. Extra in 1903. said, “If you ever face a challenge again, vehicle coming. B
22
BARRON’S
April 20, 2020
MEDICINE’S D
avid Newman no longer wears a tie to work. That
hasn’t been necessary since his medical practice went
virtual. A physician in Fargo, N.D., he now uses tele-
medicine to manage patients’ diabetes and thyroid
conditions, whether through his hospital’s video sys-
tem or FaceTime or Snapchat. “We thought that tele-
medicine would be a burden, but it hasn’t been,” says
Newman, 39, an endocrinologist at Sanford Health.
The coronavirus epidemic is catapulting telemedicine
from the outskirts of health care to its core. With the crisis
giving millions of Americans their first taste of virtual
NEXT
medicine, this may be the catalyst that pushes online care
to the mainstream.
“We were waiting for lightning to strike and, sadly,
lightning struck,” says Roy Schoenberg, CEO of American
Well, one of the largest private telemedicine companies.
STORY BY Investors have a few choices to ride the digital health
wave. One of the biggest beneficiaries has been Teladoc
DAREN Health (ticker: TDOC), the largest publicly traded telemed-
FONDA icine company. Medical-technology companies, including
Livongo Health (LVGO), Masimo (MASI), and iRhythm
Technologies (IRTC), may also benefit.
A telemedicine revolution won’t happen overnight.
REVOLUTION
Emergency measures that have relaxed federal regulations
allowing more virtual visits would need to be made perma-
nent. (Legislation is in the works.) States have varying re-
quirements for telemedicine, including rules that doctors
be licensed in the state and see a patient in person before

an online visit. Many states waived some telemedicine
rules during the crisis, but they would need to be harmo-
nized and loosened permanently.
The biggest hurdle may be financial incentives that favor
health-care providers seeing patients in person. “Economic
incentives have largely been developed to support and rein-
force a face-to-face model of care,” noted a recent article in
the New England Journal of Medicine. Telemedicine has
IS DIGITAL
been hamstrung by “heavy regulation and sparse support-
ive payment structures.”
Indeed, an estimated 12 million virtual visits were con-
ducted last year, amounting to just 2% of the 600 million
“addressable visits,” according to PlushCare, a concierge
online doctor service. Telehealth totaled just 0.2% of all
medical claims filed in 2019, reports the independent non-
profit group FAIR Health.
L
imits aside, the technology puzzle is coming together:
Video chat and remote monitoring devices are being
integrated with electronic medical records, cloud-based
analytics platforms, and clinical workflow processes.
The revenue potential looks vast. The U.S. telemedicine
market, which includes software, medical devices, and
hardware, grew at a 25% annualized rate from 2015 to
The pandemic has accelerated adoption of telehealth. 2020, reaching $2.6 billion in revenue, according to re-
search firm IBISWorld. Teladoc projects that the address-
Here’s how to play it. Plus, the future of health insurance, able U.S. market for telemedicine may be as large as $30
billion, including virtual physician services.
and Big Pharma stocks we like. At the Cleveland Clinic, virtual care has jumped to
60,000 visits a month from just 3,000, says Dr. Matthew
Faiman, an internal-medicine physician with the hospital.
“It will become the new normal when we rethink our prac-
tice,” he says.
ILLUSTRATION BY At Sanford Health, one of the largest rural health-care
KOTRYNA ZUKAUSKAITE systems, more than 1,600 patients a day now use telemedi-
cine, up from an average of 50 a day in Riding the Digital Wave

February. Here are some companies in the telemedicine revolution that investors may want to consider.
Sanford is also encouraging pa-
Market 2020E
tients to take a crash course in nursing Recent Value Revenue
at home. Patients are being shipped Company / Ticker Price (bil) (mil) Comment
accessory kits made by a company The largest public telemedicine company, it is seeing a surge in
called TytoCare. The kits include a Teladoc Health / TDOC $174.25 $12.9 $727 virtual visits. Growth may slow after the epidemic winds down, but
mobile device and diagnostic supplies should remain strong
to check their throat, hearing, and
Sells pulse and respiratory monitors for in-patient and home use.
heart rate; patients then transmit the
Masimo / MASI 205.03 11.1 1,042 Lower surgical volumes may pressure sales near term, though
data to the hospital, avoiding a trip.
remote respitory monitoring is a new growth area
“This is the Midwest, and we value
a hearty handshake,” says Jeremy Provides remote-monitoring and data analytics for diabetes and other
Cauwels, a physician and senior vice Livongo Health / LVGO 37.36 3.6 295 chronic conditions. Sales are rising steadily. But a spike in unemploy-
president at Sanford. “But people are ment could pressure revenue as fewer workers sign up
discovering they don’t always need Sells a heart patch to detect arrhythmia, including remote monitor-
face-to-face medical care.” iRhythm Technologies / IRTC 89.15 2.4 256 ing and data analytics. Sales are rising more than 30% a year. Insur-
Remote monitoring is also giving ance reimbursement and clinical trial results remain an overhang on
telemedicine a lift. Livongo members, the stock
for instance, receive a diabetes-
Source: FactSet. E=Estimate.
monitoring kit that includes lancets,
test strips, and a touch-screen meter
to check their blood glucose; they get
A
digital coaching and alerts on their that employers save 28% on health- few companies are likely to capital- accelerated adoption and awareness of
smartphone if their condition changes. benefit costs, including a 35% reduc- ize from the digital-health wave after telehealth, and that is likely to lead to
“My care team knows instantly if tion in visits to medical facilities. the pandemic is contained. But the greater utilization,” he says. “The stock
something is wrong,” says Greg Yet telemedicine is primarily used stocks already reflect high expecta- isn’t necessarily overvalued.”
Schuette, 43, a bank branch manager for things like dermatology, behavioral tions, and none look cheap. But Teledoc faces pressures, too.
in St. Louis who uses the system. health, and basic diagnostics. There Teladoc reported a 100% increase in Online visits may decline because of
have been concerns it opens the door virtual visits in April, compared with rising unemployment.
Y
et if there is a revolution, it will be to more billing fraud and malpractice the first week of March. The company Livongo recently raised its revenue
gradual. One obstacle is a patch- Virtual lawsuits. Cost savings may be negated said total visits are expected to exceed guidance for the first quarter to a
work of federal and state regula- Medicine if tens of millions of people start log- 1.8 million in the first quarter, up 70% range of $65.5 million to $66.5 million
tions. Medicare previously paid The Covid-19 ging on to Zoom to check in with a from a year earlier. It anticipates a 40% from $60 million to $62 million, and
for telemedicine only in rural areas or crisis has doctor 24/7. increase in quarterly revenue, to $180 said it added a record 620 clients
a medical setting. Those restrictions accelerated the And consumers aren’t convinced million. (such as corporate health plans), tak-
were lifted under emergency mea- growth of they will get better care online. Ac- Teladoc charges subscription fees to ing individual membership rolls to
sures, and visits are now covered telemedicine, cording to a 2019 survey of 1,000 con- health plans, including more than 40% 220,000 people. “This isn’t a short-
under broader circumstances. A few which could sumers conducted by J.D. Power, 49% of Fortune 500 companies, which offer term bump,” founder Glen Tullman
states, including New York, have flourish in believed the quality of care is lower it as a health benefit. The company also tells Barron’s. “It’s people making mul-
waived licensing requirements for coming years. online than with a doctor’s visit. Just licenses its platform to physician and tiyear commitments.”
out-of-state doctors to practice virtual 6% believed that the quality is higher. hospital groups, and is growing The company has expanded beyond
medicine. Congress would need to Even then, a major obstacle may be through mergers, including the recent diabetes care to manage hypertension,
make these changes permanent, as
would many states.
Regulators are stepping up. The
$2.6 B
U.S. telehealth
economics. Medical offices typically
bill every time a patient is seen. Billing
codes have been expanded for online
purchase of InTouch, which provides
telemedicine between hospitals.
Teledoc generated $32 million of op-
weight management, and behavioral
health. And it is signing up many more
clients, including a recent deal with
Food and Drug Administration issued market in 2020, health care, but they remain a tiny erating cash flow last year, on revenue of Kaiser Permanente.“They’re seeing a
guidance in March to fast-track ap- measured by fraction of the thousands of nuanced $553 million, but earnings per share are significant uptake in new clients,” says
proval for monitoring devices, and revenue codes used for in-person treatment. likely to be nonexistent in the next cou- Canaccord’s Close, who has a Buy rat-
telemedicine recently became eligible “The higher the complexity of the ple of years as the company invests in ing and a $46 price target on the stock,
for Medicare Advantage reimburse-
ment. At least 29 state Medicaid pro-
grams now reimburse for live telemedi-
60,000
Monthly virtual-
treatment, the more you’re reim-
bursed by the insurer, but that’s usu-
ally not the case with telemedicine,”
the business. The path to profitability
should come as expenses fall relative to
revenue, and as the business scales.
up 20% from recent prices. Livongo
trades for 12 times 2020 sales.
Livongo is also at the mercy of em-
cine in a patient’s home, up from seven care visits at the says Dr. Hillary Lin, an internist in Teladoc says its platform can handle ployment trends. Lower payrolls may
in 2013. Cleveland Clinic New York City with PlushCare. 50,000 visits a day, up from 10,000 in mean fewer employees and paying
Private insurers, wanting to reduce Only 33% of specialists see definite 2019, and has capacity for 100 million members.
health-care costs, sound eager to pro-
mote telemedicine. “We are seeing an
unprecedented increase in consumers
29
State Medicaid
advantages in telemedicine (versus
40% of primary-care doctors), accord-
ing to a 2019 survey of more than
members, up from 36.7 million in 2019.
Shares currently trade on the growth
in membership rolls, utilization of the
Masimo makes respiratory- and
pulse-monitoring devices, and sells
primarily to hospitals and clinics, but
utilizing virtual care related to the programs reim- 1,300 physicians by the American system, and operating profit margins, the company is also introducing an
Covid-19 pandemic,” a spokesman for bursing for live Medical Association. Lin sees patients says Canaccord Genuity analyst Rich- oxygen-and-pulse-monitoring wear-
Anthem (ANTM) wrote in an email to telemedicine in a few hours a day and works on a start- ard Close, who maintains a Buy rat- able for home use that was originally
Barron’s. Studies indicate that tele- a patient’s home, up in her spare time. “I would say that ing, even though the stock, at a recent designed to monitor patients on opi-
medicine cuts down on unnecessary up from seven 99% of my colleagues won’t do this,” $170, has blown past his price target oids. Regulators gave Masimo the right
emergency-room visits. Teladoc says in 2013 she says, referring to telemedicine. of $130. “The current situation has to market it in record time. “Because
Covid is a respiratory disease, it has million U.S. workers newly out of a

been a huge boon to our business,” job, millions of them, and millions
says CEO Joe Kiani. more of their family members, proba-
Hospitalized patients need oxy- bly received health insurance through
gen monitoring after they go home, their former employers.
he adds. Remote monitoring is just There is no good time to lose your
5% of sales now, but “it could be a health coverage, but it’s hard to imag-
major part of our business,” he says. ine a worse time than now.
At a recent $205, Masimo trades Managed-care stocks may be a
at 52 times forward earnings, well decent bet to ride out the current pan-
above its five-year average of 34 demic, relative to the rest of the stock
times. Revenue could soften near market. But investors shouldn’t as-
term because fewer patients are sume that the political risk, embodied
undergoing elective procedures. over the past 12 months by Sanders
BTIG analyst Marie Thibault has and his Medicare for All proposal, is
a Neutral rating on the stock be- gone. The virus could resurface those
cause of the valuation, but sees it as risks more fiercely than before.
a long-term winner. “They’ll con- “What this virus has exposed is a
tinue to benefit from higher hospi- lot of weaknesses in the U.S. health-
talizations due to respiratory dis- care system,” says Cynthia Cox, a
tress and should benefit when we health policy expert and vice presi-
see a return of surgical volumes,” dent at the Kaiser Family Foundation.
she says.
I
Thibault sounds more positive on n the short term, the pandemic
iRhythm Technologies. Its Zio might actually lower costs for
heart-monitoring platform includes insurers. Elective procedures,
U.S. Health Insurers

a wearable patch to detect arrhyth- including surgeries like knee re-
mia (a warning for stroke or heart placements, have been suspended at
attacks). It is less intrusive than many hospitals across the U.S. Those
older technologies; patients can procedures make up a substantial
Face Another Test

wear the patch for 14 days, and it portion of health-care spending in a
takes continuous readings, so doc- normal year.
tors can analyze large sets of data, Even when those procedures do get
including analytic reports from rescheduled, there may be an effort to
iRhythm. The company said re- shift them when possible to cheaper
cently that it has seen “significantly outpatient settings in the coming
increased” uptake of its Home months, according to Ricky Goldwas-
Managed-care stocks have held up well during the pandemic,
Enrollment program, although ser, an analyst with Morgan Stanley.

iRhythm withdrew guidance for the but its aftermath may put renewed political attention on the industry. Still, she says it is too early to say
year, partly because hospitalizations what the net impact of the pandemic
have declined. will be for insurers.
Thibault rates the stock Buy. The “It all depends on the pace of the
technology’s “remote-monitoring By JOSH NATHAN-KAZIS rent crisis. The S&P 500 index has recovery, and the return of the elective
J
function works well for this envi- fallen 13.3% so far this year through procedures,” Goldwasser says. “At this
ronment,” she says. Inpatient moni- ust a year ago, American health- Thursday, while the largest private point, it’s a little bit hard to say if it’s
toring should recover as the pan- insurance companies seemed insurer, UnitedHealth Group (ticker: going to be a wash, or if it’s going to be
demic winds down, and the doomed. Sen. Bernie Sanders, UNH), has actually risen 1.5%, at a a tailwind.”
company could break even in 2021 then a leading Democratic presi- recent $298.43 UnitedHealth’s quarterly earnings
on a cash-flow basis. dential candidate, had an- Medicare Advantage specialist “What this report this week did not do much to
Insurance reimbursement for the nounced renewed efforts to re- Humana (HUM) is up 2.9%, to a clarify those larger questions, given
device remains an overhang, how- place private insurance with one recent $377.31, while Centene (CNC), virus has that Covid-19 hit the U.S. in earnest
ever. A decision is due from the big government-sponsored plan, and a major player in the Medicaid mar- exposed, late in the quarter.
federal government in July. And the stocks of the insurers tumbled. ket, has gained 15.9%, to $72.85. But UnitedHealth’s enormous scale
studies are under way to determine A year later, Sanders’ presidential On Wednesday, UnitedHealth is a lot of and diversification put it in a class of its
whether monitoring leads to better hopes have been dashed and inves- shares climbed 4.1% after it reported weaknesses own among insurers, and that has per-
medical outcomes, with results due tors’ fears over Medicare for All have first-quarter results that surpassed suaded analysts that the company will
from a large study in November. faded. Wall Street’s estimates. The company in the U.S. perform well throughout the crisis.
One unknown is whether Ameri- But the coronavirus pandemic that surprised investors by reaffirming health-care Unemployment could hurt United-
cans will focus more on health and has overcome the nation is again rais- earnings guidance that had been set Health’s commercial business, but it
preventive medicine once the pan- ing existential questions about the before the pandemic began, even as
system.” could also boost enrollment in its
Kotryna Zukauskaite
demic ends and the population be- health-insurance industry itself, and other large health-care companies cut Cynthia Cox, government-backed plans, like those
a health policy
comes inoculated or immune. is posing risks that investors may be or suspended their guidance this week. expert and vice available under the Affordable Care
Whether we go back to business as missing. Yet at the same time, untold mil- president at the Act, popularly known as Obamacare.
usual may well determine if the Managed-care stocks have outper- lions of Americans have lost their in- Kaiser Family “We think the diversity of United-
Foundation
stocks continue to rise. B formed the market through the cur- surance coverage. Of the more than 22 Health’s revenue stream should allow
Employees’ Costs Rise…

$6,015
the company to weather the Covid-19 costs for workers and employers.
storm,” wrote Mizuho Securities ana- Covered California, the state’s The average worker contribution for family coverage under employer-sponsored
lyst Ann Hynes this past week. health-insurance marketplace, wrote in health plans.
For smaller, less diversified insur- The average paid an analysis in late March that premium $6000 Worker Contributions for Family Coverage
ers, the calculus could be different. by workers toward increases in the commercial market for Employer-Sponsored Health Plans
Analysts agree that costs will be low the premium of could be as high as 40%. The average
in the second quarter. Questions re- their family health total premium for single coverage in- 4000
main about how the rest of the year insurance cover- creased 4% from 2018 to 2019, accord-
will shake out. age in 2019, ac- ing to the Kaiser Family Foundation.
The chief executive of Centene, cording to the Kai-
A
2000
Michael Neidorff, tells Barron’s that ser Family large premium bump amid a
health costs will be weighted heavily Foundation. colossal economic disruption
toward the end of the year. “I think it’s would probably mean that
0
going to be choppy,” he says. “People insurance costs for workers,
2010 ’12 ’14 ’16 ’18
like to talk about, well, there will be which have climbed sharply over the
reduced utilization. There may be past decade, would soar even higher. …And so Do Deductibles
reduced utilization in the next couple In 2019, the average insured worker The average deductible amount for single coverage among workers.
of months, but that will just be pent- contributed $6,015 in health insur-
$1500 Average Deductible for Single Coverage
up utilization we will see in the second ance premiums for herself and her Among Workers who have a Deductible
half of the year.” family, 71% more than she would 1250
Deferred procedures, Neidorff says, have paid in 2009, according to Kai-
will eventually be rescheduled. “If ser. The average deductible across all 1000
somebody has a heart condition, but it plans was $1,396 in 2019, up from
wasn’t to the point that they had to $533 in 2009. 750
have a stent or something today, Employers, worried that deduct-
they’re still going to get it,” he says. ibles were costing them more in the 500
In the months before the virus ar- long term by keeping workers away
rived in the U.S., the health-care pic- from doctors until they were seriously 250
ture looked very different. There were ill, have been working in recent years
signs that employers were trying to on alternative strategies. 0

break with a decades-old strategy of But if Covid-19 brings steep in- 2010 ’12 ’14 ’16 ’18
heaping a higher and higher share of creases in health-care costs at a time Source: Kaiser Family Foundation
insurance cost onto workers. when employers themselves are strug-
Now, Covid-19 threatens to increase gling, those plans may be deferred.
premiums sharply, and could keep “Quite frankly, will employers be All seems unlikely to rise again with based insurance companies may be
employees’ payments climbing, creat- able to afford to not shift costs?” asks former vice president Joe Biden, an risky for investors.
ing a cost crisis even as the system’s Trevis Parson, chief actuary for health opponent of the proposal, firmly situ- In the meantime, policy experts
shortages are most brazenly in view. and benefits in North America at Wil- ated as the Democratic nominee. are looking to expand coverage to
Uncertainty over the impact of the lis Towers Watson, a consulting firm Insurers resist the notion that help fill the immediate need.
pandemic could spill over into next that advises companies on their Americans could choose a single- One proposal, floated by House
year’s premiums, which companies benefit plans. payer system. “I think that the U.S. is Democrats, would subsidize health
are already working to set. Unan- Unaffordable premiums could then not ready, and never will be ready, for benefits under Cobra, a federal law
swered questions about when elective become a political issue for managed single payer,” Centene’s Neidorff says. that allows some terminated employ-
procedures will return, and how care, even if cost-sharing decisions are But the enormous wave of job ees to keep their insurance, under
much Covid-19 testing and other re- not directly in the hands of the health losses has created an urgency in pol- normal circumstances by taking on
lated care will cost, could lead insur- insurers. icy circles. Paul Ginsburg, director of the employers’ share. Another, from
ers to set high premiums, driving up The threat posed by Medicare for the USC-Brookings Schaeffer Initia- Biden, would lower eligibility for
tive for Health Policy, says the crisis Medicare to age 60 from 65.
could actually tamp down conversa- For investors, all of that might
A Healthy Focus tions around Medicare for All, in mean that insurers exposed to the
How the publicly traded managed care companies stack up. favor of more-achievable health-care Medicare and Medicaid markets, like
policy goals. Centene and Humana, would remain
Recent Market YTD 2020E 2020E
Company / Ticker Price Value (bil) Change EPS P/E “I think this will shift interests of a safer bet, with a better shot at rid-
Democrats away from Medicare for ing out any changes to the insurance
Anthem / ANTM $271.84 $68.5 -10.0% $21.97 12.4
All, which they perceive as not going to system that come as a result of the
Cigna / CI 195.35 72.7 -4.5 18.33 10.7 happen in the near term, and toward Covid-19 crisis.
building on the Affordable Care Act to “There is an immediate need to ad-
Centene / CNC 72.85 42.7 15.9 4.71 15.5
expand coverage,” Ginsburg says. dress the fact that there are still tens of
CVS Health / CVS 62.56 81.7 -15.6 7.05 8.9 That outcome may not be a nega- millions of people who don’t have
tive one for insurers, which could health coverage,” says Colin Seeberger,
Humana / HUM 377.31 49.9 2.9 18.43 20.5
find space to expand their business who works for the Center for Ameri-
Molina Healthcare / MOH 170.97 10.4 26.0 11.74 14.6 lines. can Progress, a liberal think tank.
Still, a political debate over the fu- “When you put this kind of
UnitedHealth Group / UNH 298.43 283.1 1.5 16.16 18.5
ture of insurance at a time when senti- pressure-cooker situation in place,
E=Estimate. Source: Bloomberg ment has turned against employer- it really forces the conversation.” B
Where to Shelter in a
By BILL ALPERT immunotherapy that is the world’s
C
second-biggest drug after AbbVie’s
owen’s 40th annual health- Humira, and top-selling diabetes drug,
care conference in Boston Januvia. Risinger says Merck’s $83
last month was probably shares could reach $89.
one of Wall Street’s last
large gatherings for a long
time. More than 2,000
people listened to pharma-
ceutical executives talking up their
Pandemic? With Pharma Risinger recently raised his rating
on Bristol-Myers Squibb (BMY) to
Overweight. The company can count
on strong demand for its arthritis
drug Orencia and cancer immuno-
stocks. In the weeks that followed, the therapy Opdivo. It got the blockbuster
country shut itself in, and drug stocks The drug industry faces challenges in the crisis, but pipelines of essential products cancer drug Revlimid in last year’s
sank with the rest of the stock market. make the stocks top performers again. And then there’s hope for a Covid-19 vaccine. acquisition of Celgene.
Yet the pharmaceutical industry Bristol-Myers’ “prospects are
may be one of the best places to take solid,” he says, “and it’s one of the
shelter as Covid-19 ravages the econ- least expensive major pharmaceutical
omy, given its focus on new products, companies.” Risinger thinks that the
a promising sales outlook, and low $59 stock is worth at least $64.
price/earnings ratios. Big Pharma’s At Cowen, pharma analyst Steve
treatments for cancer and other life- Scala’s favorite stock is AstraZeneca
threatening diseases are essential by (AZN). The United Kingdom company
any definition. And the industry will has what he seeks in all of his Buy
hopefully deliver the vaccines that will recommendations: a pipeline of prod-
let us gather together again. ucts important enough to command
After lagging behind the market in high prices and boost the company’s
2019, stocks like Merck (ticker: MRK), profits. Its targeted cancer treatment
Pfizer (PFE), and Eli Lilly (LLY) Tagrisso is such a product, Scala says.
have outperformed the S&P 500 index The company recently said that a
since the coronavirus disruption be- Phase 3 trial of the drug showed “over-
gan. Many of pharma’s growth stocks, whelming efficacy” for lung-cancer

however, still trade for below-market patients. Scala believes that the drug’s
earnings multiples. sales can grow from $3.2 billion in 2019
No one is saying the pandemic has to better than $8 billion by 2025.
left the drug industry unscathed. With Other AstraZeneca cancer treat-
millions out of work, RBC Capital Mar- ments include the immunotherapy
kets analyst Randall Stanicky expects a Imfinzi and targeted drug Lynparza.
significant shift from private drug Behind them are drugs in clinical trials
plans to government programs like to treat illnesses like lupus, anemia,

Medicaid, which pay lower prices for and asthma. The Cowen analyst bets
drugs. Governments are already the that they will boost profits enough to
main buyers in most of the world, and lift the company’s American depositary
budgets everywhere will be squeezed receipts to $55 from a recent $49.
in the aftermath of Covid-19 rescue Perrigo (PRGO), which sells mostly acetaminophen. Novartis (NVS) is another favorite
programs. over-the-counter drugs, and is also the Such stockpiling also extends to of Scala’s. The Swiss company has
Pharmaceutical-industry growth dominant U.S. supplier of store-brand prescription drugs, which is why strong franchises in treatments for
will be constrained, Stanicky fears, if staples such as infant formula and Morgan Stanley analyst David psoriasis and heart failure, along with
clinical-trial recruitment for new electrolyte liquids. Some 80% of Per- Risinger increased his estimates for a variety of cancer drugs. Cowen re-
drugs suffers. With medical confer- rigo’s revenue comes from cash sales. the industry’s March-quarter sales. cently raised its target price for Novar-
ences canceled and drug salespeople In a recession, Stanicky thinks that Destocking will hurt the June quar- tis American depositary receipts, now
grounded, the launch of newly ap- Perrigo could increase sales and lift its ter. He also expects sales disruptions trading at $87, to $110.
proved products will be delayed. $50 stock to at least $58.
“People don’t for drugs associated with elective The other Swiss drug giant, Roche
Against those negatives, Stanicky Perrigo CEO Murray Kessler says want to go to procedures, doctor visits, and out-of- Holding (RHHBY), is one of Scala’s
says that a defensive name he likes is that his company supplies over half of pocket aesthetic treatments. But the longtime recommendations. The re-
Pfizer, which is in the process of spin- all U.S. volume in acetaminophen, the
emergency magnitude is hard to predict. searchers at its Genentech unit have
ning off legacy products of its Upjohn Tylenol equivalent, which has been in rooms Risinger likes Merck. Its solid produced the huge-selling cancer
division to Mylan (MYL). Afterward, high demand to treat the pain and fever growth prospects remain under- treatments Avastin, Rituxan, and Her-
only about 20% of Pfizer’s global port- of Covid-19, along with Perrigo’s cough
or their valued, he believes. If you put a 30- ceptin. Scala expects new approvals to
folio will be exposed to U.S. commer- syrups and asthma remedies. “People doctors’ times multiple on its earnings from follow data readouts on other Roche
cial payers, the analyst figures. That
portfolio includes the vaccine Prevnar
don’t want to go to emergency rooms or
their doctors’ offices,” Kessler says.
offices.” vaccines like Pneumovax and the
human papillomavirus-preventive
treatments for kidney, lung, breast,
and uterine cancers. He foresees no
Kotryna Zukauskaite
Perrigo CEO
and the cancer drug Ibrance, two of At the urging of retail partners like Murray Kessler on
Gardasil and a 25-times multiple on interruption in the sales and earnings
the industry’s top-selling products. Walmart (WMT), Perrigo has shifted his company’s its animal-health earnings, that growth that he hopes will lift Roche’s
Stanicky thinks that Pfizer stock can production lines from inessentials, like sales of pain implies just a single-digit earnings $42 ADRs to $50.
relievers, cough
rise to $44 from a recent $35. minoxidil for hair loss, to products that syrups, and multiple for Merck’s drug unit. AbbVie (ABBV) has a different
Another defensive play he likes is consumers are stockpiling, such as asthma remedies That business includes Keytruda, an appeal for the Cowen analyst. Its sales
and earnings are dominated by the Safe and Effective

world’s biggest-selling drug, Humira,
Here are some of the Big Pharma stocks favored by Wall Street analysts.
which treats autoimmune disorders
Mkt
like arthritis, psoriasis, and the intes- Recent Value 2021E 2021E 2021E
tinal illness known as Crohn’s disease. Company / Ticker Price (bil) Rev (bil) EPS P/E Comment
The stock has sold off to a recent $82 AbbVie / ABBV $81.86 $121 $38 $10.44 7.8 Cheap stock on Humira expiration, but pipeline unappreciated
as Humira’s patent expirations near,
but that leaves it at less than seven- AstraZeneca / AZN 49.13 129 29 2.45 20.1 Cancer blockbusters like Tagrisso
times the earnings that Scala predicts Bristol-Myers Squibb / BMY 59.56 135 45 7.37 8.1 Cancer and immunology strongholds, pipeline offers upside
for 2021. AbbVie’s dividend yield has
risen to 5.8%. Eli Lilly / LLY 154.73 148 26 7.79 19.9 Diabetes franchise, cancer and migraine drugs, pipeline promises growth
And although Lilly’s stock has Merck / MRK 83.00 210 52 6.22 13.4 Keytruda cancer blockbuster, aquisition and vaccine opportunities
surged lately, Scala remains a big fan
and thinks its $154 stock can hit $160. Novartis / NVS 87.54 221 53 6.27 14.0 Targeted cancer drugs and opportunities in neurology, sickle cell
“When I see pipelines with a Perrigo / PRGO 50.84 7 5 4.21 12.1 Over-the-counter drugs like acetaminophen, plus private-label staples
bunch of letters and numbers, with-
out a lot of data yet,” the Cowen ana- Pfizer / PFE 35.88 199 51 3.04 11.8 Cancer drugs like Ibrance, vaccines, and acquisition growth
lyst says, “I can have more confidence Roche Holding / RHHBY 41.79 287 67 2.82 14.9 Broad anticancer portfolio, and great pipeline
that Lilly will make those letters and
numbers into real products, than Sanofi / SNY 46.13 116 43 3.72 12.5 Vaccines, hemophilia treatments
most other companies.” B Source: Bloomberg
The Race for a Covid-19 Vaccine Picks Ups Speed, but Still Has Far to Go
A
mong investors, the conventional lators need to be confident that the vaccine won’t Two of the biggest vaccine makers,
wisdom is to expect a Covid-19 vac- put healthy people at risk. “We have to be really GlaxoSmithKline (GSK) and Sanofi (SNY),
cine in no more than 18 months. But careful here,” Porges says. announced on Tuesday what could be a vi-
that may be a wildly optimistic time- Others are more bullish on timing. The bio- tally important collaboration. It combines a
line. “I think there is a negligible chance that tech company Moderna (ticker: MRNA) says Sanofi effort to identify a Covid-19 antigen
we will have a vaccine that is suitable for that its vaccine could be ready to administer to with Glaxo’s vaccine adjuvant technology,
widespread administration in 2021,” says health-care workers by this fall under an emer- which makes a vaccine more potent. They
Dr. Geoffrey Porges, an analyst at SVB gency use authorization. The company dosed its say their vaccine could be ready by the sec-
Leerink. first patient with its vaccine on March 16, and ond half of 2021, and they would be able to
A vaccine for the majority of the popula- hopes to begin a Phase 3 trial, involving thou- make hundreds of millions of doses a year.
tion—necessary to end the social distancing sands of subjects, by early in the fall. More than 80 other vaccine programs are
restrictions that will remain after the lock- Moderna CEO Stéphane Bancel says that the in various stages, according to the Milken
downs are lifted—will not come until 2022 odds that one of the Covid-19 vaccines under Institute. That diversity of efforts notionally
or 2023, Porges says, although an unproven development will be widely available within 18 gives the scientific community a greater
vaccine approved for health-care workers months are “pretty high.” The company said late chance of finding one or more vaccines that
could come next year. on Thursday that the federal government had work. Experts say that more than one
To stop the virus that causes Covid-19, a committed up to $483 million toward develop- Covid-19 vaccine will probably be needed.
vaccine would need to be administered to ment of its vaccine. There is some good news. Moderna’s Ban-
billions of people worldwide. Under normal Hopes for a quick vaccine surged when John- cel says that the virus that causes Covid-19 is
conditions, vaccines generally go through a son & Johnson (JNJ) said its Covid-19 vaccine relatively simple, improving the odds of
decade or more of testing, and up to 96% of could be ready for emergency use by early 2021. finding an effective vaccine. “This is a virus
experimental vaccines fail to reach the mar- But regulators would need to decide who could that the scientific community believes is not
ket. Of course, the timeline for a Covid-19 access the vaccine, which would have only a few that complicated from a virology stand-
vaccine will be more compressed. But regu- months of testing by then. point,” he says. JOSH NATHAN-KAZIS
answer questions about the company’s

tech platform or the productivity of its
agents. As a private company, Com-
pass isn’t required to disclose finan-
cials, and it declined requests to make
financial data available.
Co-founder and CEO Robert Reffkin
has said that his goal is for Compass to
be a “platform to power all real estate
decisions” made by buyers, sellers, and
agents. His operation, he says, is
unique in the real estate industry be-
cause it creates a network effect
through technology that focuses on
both agents and consumers.
Using the Compass platform, real
estate agents and prospective buyers
are able to share listings and ideas.
The realty company also provides
agents with technology tools to help
with marketing.
In September 2018—the month in
which the company announced a
$400 million investment from Soft-
Bank, the Qatar Investment Author-
ity, and others—Compass classified
two-thirds of its agents as active us-
ers of its technology, according to an
internal document reviewed by Bar-
ron’s. Compass considered any agent

who used its technology for at least
one minute, once a month to be an
active user, the document makes
clear.
The company declined to provide
other usage metrics to Barron’s.
Real Estate Start-Up

15,000 agents completed about Compass
C
112,000 transactions worth $88 bil- ompass’ plan to upend residen-

lion. The company says that it’s now
the largest independent brokerage in 15,000 tial real estate using technology
comes as WeWork, another
Loses Its Bearings

the country. But the richly valued Agents highly valued SoftBank realty
Compass remains far behind Realogy, investment, struggles to fulfill its own
whose 300,000 agents closed 1.4 mil-
lion transactions worth $505 billion in
2019.
$88 B
2019 Transactions
technology promise. In trying to go
public last year, WeWork told potential
investors that it had “the power to ele-
“They are a residential real estate vate how people work, live, and grow.”
Residential brokerage firm Compass was valued at $6.4 billion on the

promise of new technology, but the reality has been more complicated
brokerage, just like everybody else,”
Susquehanna analyst Jack Micenko
says of Compass. “They make their
$6.4 B
2019 Private Value
The company’s S-1 filing said,
“Technology is at the foundation of
our global platform.” But the same
money the same way Realogy does filing disclosed massive losses. We-
and Re/Max does.” Re/Max Hold- Realogy Work ultimately pulled its planned
ings (RMAX) is a franchisor with initial public offering and needed a
By BEN WALSH Century 21, Coldwell Banker, Corc- some 130,000 agents operating un-
300,000 rescue plan from SoftBank, which
L
oran Group, and Sotheby’s Interna- der its brand. later took a $4.6 billion write-down on
ast summer, the SoftBank tional Realty. Some former Compass employees Agents its WeWork investment.
Vision Fund and other ven- Compass maintained that its tech- say that the company’s technology Compass could face its own reckon-
ture-capital investors put
$370 million into Compass,
nology would make its agents more
productive and profitable than tradi-
falls short of being a disruptive force
in the industry or providing a signifi- $505 B
2019 Transactions
ing, especially with Covid-19-related
shutdowns putting a crimp on real
a real estate firm promising tional brokers. But so far, the com- cant advantage to agents. Former estate transactions. The company’s
to shake up the residential pany, which was founded in 2012, Compass employees and real estate current value is likely to be a fraction
brokerage industry. The
deal valued Compass at $6.4 billion,
hasn’t fundamentally disrupted the
real estate business, and it continues
professionals with knowledge of the
company’s operations told Barron’s $384 M of its July 2019 fundraising figure,
given changing private-market dy-
Doug Chayka
which at the time made it 10 times to play catch-up with industry leader that Compass often struggles to get its Market Value namics and the performance of public
more valuable than Realogy Hold- Realogy (ticker: RLGY). own employees to use its technology. companies in the residential broker-
ings, the public company that owns Last year, Compass’ approximately A Compass spokesman declined to age arena. WeWork’s struggles have
weighed on overall private-company valu- evidence to support that Compass’ tech-

ations, while Covid-19-related shutdowns nology is making its agents more produc-
are hurting real estate stocks. Shares of tive than the industry average,” he says.
Realogy and Re/Max have fallen 62% and “By whatever measure, Compass is among
41%, respectively, this year. its peers, whether it’s traditional broker-
Several new entrants have struggled to ages or luxury.”
disrupt the real estate market in a profit- Micenko, who covers Realogy, Redfin,
able way. Zillow Group (ZG) and Redfin and the home-building sector for Susque-
(RDFN), as well as SoftBank-backed hanna, says he was shocked by a demon-
Opendoor, have poured a huge amount of stration he saw in January of Compass’
resources into remaking real estate. Zil- customer relationship management, or
low, which grew as a new way for bro- CRM, technology platform. Despite the
kers to advertise their services, has hype and the resources poured into the
pushed into buying and selling homes project, Micenko recalls thinking: “You
outright, a service it calls Zillow Offers. can buy this off the shelf for $2 million a
The company has lost money in seven year. Realogy and Re/Max and everybody
consecutive years on a generally accepted else has a CRM, too.”
accounting principles basis, and Wall
R
Upgrade
Street analysts expect it to lose $427 mil- ather than impressing with tech-
lion in 2020. And that forecast came be- nology, Micenko says that Compass
fore the full impact of Covid-19 was mod- recruits agents by offering more
eled in. attractive splits on commissions.
In a statement to Barron’s, Zillow said: “There’s always a food fight for the best
“We are operating within the investment agents,” he says. “The market had been,
framework that we laid out for ourselves let’s say, 60% to 70% and then Compass
as we have scaled our Zillow Offers busi- came in and was hiring people for a con-
your
ness, and our core business has generated tract period of two years at 85%, 90%, 95%
strong earnings that we have been able to splits,” he says. “What’s going to happen is
invest in making it easier and more seam- you are going to get a lot of agents to come
less for our customers to move.” over and sell homes, but you’re not going
Smaller Redfin also has struggled to to make any money on it.”
turn a profit; in 2020, analysts expect the Compass has been on an acquisition
company to lose $80 million for a second binge in the past few years. Its purchases
consecutive year. have included real estate companies Pa-
advisor.
The travails of these realty operations cific Union in the San Francisco area and
show just how resistant the U.S. residential Stribling in New York, plus Contactually,
real estate industry is to fundamental a Washington, D.C.–based client relation-
change. The core of Compass’ pitch to ven- ship management software company.
ture capitalists is straightforward: Real es- Compass now has more than 15,000
tate agents are expensive, and the whole agents and an enviable market share in
home-buying process is a hassle. To re- certain locations, including more than
shape the industry, Compass says it focuses 40% in San Francisco.
on making agents better at their jobs. The But the Covid-19 crisis has halted the
Find a Barron's-ranked advisor at company claims its technology can help expansion plans. At the end of March,
agents sell properties more quickly than the Compass laid off 15% of its employees, or
barrons.com/directory competition. “One of Compass’ competitive about 375 people. In a letter to its staff,
advantages is that every employee has a Reffkin said he was expecting revenue to
singular focus on agent productivity,” CEO fall by 50% over the next six months.
Reffkin told Barron’s in 2018. As recently as last September, Reffkin
The company declined to make Reffkin was still talking about a “likely” IPO some-
available for this article. time in the future. Those plans are now in
Mike DelPrete, a scholar-in-residence doubt. Existing home sales could be down
focused on real estate technology at the 40% to 50%, year over year, through the
University of Colorado Boulder, says that third quarter of 2020, Micenko warns,
Compass has struggled with the produc- adding: “This is coming at the worst time
tivity enhancements. “I’ve yet to see any of the year for a cyclical business.” B
“I’ve yet to see any evidence to support that Compass’

technology is making its agents more productive
than the industry average.”
©2020 Dow Jones & Company. All Rights Reserved. 2E203
Mike DelPrete, scholar-in-residence at the University of Colorado Boulder
FUND PROFILE Talking With Clare Hart, Lead Manager,

JPMorgan Equity Income
Sticking
With
Quality
By LAWRENCE C. STRAUSS
C
lare Hart, the longtime manager of the $28
billion JPMorgan Equity Income fund, is fac-
ing a challenge like no other in her more than

20 years in money management: the fallout
from the global coronavirus pandemic.
The fund’s return over the past month is
about 2.2%, a solid result considering the S&P
500 is up about 5%. Hart has used the market’s volatility
to stick with bets she believes in, and to abandon less
certain ones.
“We are adding to favored names, but slowly, as we

don’t know when the market will bottom or if we retest
new lows,” Hart said in a written response to Barron’s.
She has added to “core holdings in the fund that have
come under unwarranted price pressure” and invested in
three new stocks, while selling some “lower-conviction
names.” She declined to discuss any specific holdings
related to those changes, citing disclosure rules.
This agile approach might be necessary for a while.
Hart doesn’t expect a quick return to normalcy: “The vi-
rus will persist, in health and in the markets, for at least
the next 12 months.” She foresees “a stop-and-go, start-
and-restart recovery from the virus globally as we learn
about...how it either dies out, reinfects or evolves.”
Long before social distancing, lockdowns, and
Covid-19 became part of everyday conversation, Hart was
on a clear pathway to a career in law, studying political
science at the University of Chicago.
But Hart quickly came to a crossroads. After starting
out in accounting, she worked as a paralegal in her sec-
ond job after college. Though Hart enjoyed the challenges
of a trial she was assigned to, one of the law firm’s part-
ners offered her some advice: Many trials involved bank-
ruptcies or divorce cases. “You should seriously think
about whether you want to spend your life with people
who basically are going through the most miserable time
Photograph by CELESTE SLOMAN

F UN DS
of their life,” the partner said. ment philosophy: “We look for quality com-
Hart took the advice. She returned to panies with a reasonable valuation that pay
accounting and eventually pivoted to equity a dividend.” To get into the fund, a stock’s
research and then portfolio management. yield must be at least 2%—a requirement
Since 2004, Hart, 49, has helped run the Hart sees as a safety net and not something
JPMorgan Equity Income fund (ticker: OI- that constrains her stock-picking.
EIX) —one of the largest mutual funds over- Although the majority of the fund’s
seen by a woman. She is the lead manager.
The fund, which is in Morningstar’s U.S.
large-cap value category, has a 15-year annual
shareholders opt to reinvest monthly distri-
butions, some take the cash out—retirees,
perhaps, who need income. “In the back of
So You’re Ready to Invest:
return of about 7.5%, besting more than 90%
of its peers. That compares with a 6.3% an-
nual return for the Russell 1000 Value index.
my mind, I imagine this person going to the
grocery store,” she says.
The investing landscape has shifted dra-
Dive In, or Average In?
The fund’s A shares carry a 5.25% load. matically since Barron’s first spoke with
How Hart went from a paralegal to a sea- Hart in February. The S&P 500 is down
soned fund manager required foresight, per- about 16% since it peaked in mid-February.
severance, and a willingness to change “We have many unknowns but in short, By Sarah Max be a more successful strategy, on average.”
course—qualities that are especially valuable investors need to be thinking not just about But this market hasn’t exactly been aver-
M
in today’s tumultuous markets. the quantifiable earnings impact, but what aybe you’ve been waiting to age. During March, the average absolute
Back in her postcollege days in Chicago, we will learn about the consumer—who is make your IRA contributions, daily change for the Dow Jones industrials
Hart earned a master’s degree in accounting, such a crucial element of U.S. GDP—and just got a windfall (or a big was 5.3%, according to an analysis by Nick
but didn’t love the work—particularly visits probable structural changes to other indus- severance package), or have Maggiulli, a data scientist for Ritholtz
to companies to examine their books. “You tries as well,” she observes. been hoarding cash in anticipation of a Wealth Management. There were days of
came to their office, and they got nervous,” As of March 31, the fund held 95 stocks, market selloff. The question now is: Do big drops—notably, when the S&P 500 fell
she remembers. A friend likened her job to at the lower end of its typical range. The you plug your nose and jump in feet first, 12% on March 16 on the heels of the 9.5%
an “archaeological dig of what happened at a portfolio’s second-largest sector weighting or wade your way into the murky water? decline on March 12—but there were also
company over the previous 11 months. If you was health care at nearly 16%, behind finan- The answer depends on market volatility— several big single-day gains: The index rose
take that and flip it forward, that’s what we cials at 22%. and how nervous a swimmer you are. more than 9% on both March 13 and 24.
do on Wall Street in equity research,” she One of the fund’s top holdings is Bristol- Research shows that, mathematically “With earnings season coming up and
recalls her friend saying. Myers Squibb (BMY), whose top sellers in- speaking, a lump-sum investment is prob- everything else in the news, markets are
That conversation led her back to New clude cancer drugs Opdivo and Yervoy. The ably the way to go. As they say, time in the likely to be volatile,” says Rajeev Sharma,
York in late 1998 as a sell-side real-estate stock, which trades at less than 10 times the market makes a bigger difference than managing director and head of taxable
investment trust analyst at Salomon Smith 2020 consensus earnings estimate of $6.14 a timing the market. Big gains can be made fixed income at Key Private Bank. “Lump-
Barney. She eventually moved to Robert share, per FactSet, yields about 3%. on single days, and the sooner your money sum investing may do better when markets
Fleming, a British asset manager, in its New Last November, the company closed on its is invested, the more likely you’ll partici- are stable, but dollar-cost averaging makes
York office. Chase Manhattan acquired the $74 billion acquisition of Celgene, which pate fully on those days. Dollar-cost aver- a lot of sense in volatile environments.”
firm not long afterward, and that was fol- “was actually bringing a different kind of aging—investing smaller amounts over a Let’s say you invest $12,000 in the mar-
lowed by Chase buying J.P. Morgan. pipeline” that includes hematology and im- longer period—is a behavioral strategy that ket, which plunges 5% the very next day.
In an interview in mid-February, Hart munology, says Hart. keeps investors disciplined, but can also What’s now $11,400 will be worth
offered a succinct description of her invest- The market wasn’t too high on the deal, result in lower returns. $46,000 in 20 years, assuming a 7% aver-
sending shares of Bristol-Myers lower. Hart In an analysis that covered 1926 age annual return. On the other hand, if
says the stock was “unduly punished.” through 2015, Vanguard found that an you spread your bets by investing $1,000 a
JPMorgan Equity Income Another holding is UnitedHealth Group immediate, lump-sum investment outper- month for one year—and in doing so, aver-
Total Return (UNH), a large managed-care concern. Hart formed a six-month series of investments age out that immediate 5% drop—you’ll
1-Yr 3-Yr 5-Yr had followed the company for about five 64% of the time. For investments strung have about $47,000 in 20 years.
OIEIX -10.1% 3.7% 4.8% years, but its dividend yield never reached out over 36 months, the lump-sum option You might also have less gray hair.
Large Value Category -14.2 0.7 2.6
her 2% threshold until last fall. “The valua- did better 92% of the time. In fact, the emotional benefits of dollar-
tion got smacked because people thought the Research by Ayco, a Goldman Sachs cost averaging are a big part of the equa-
Top 10 Holdings
Company / Ticker % of Assets
industry was going to go away,” she says of company that offers company-sponsored tion, especially in volatile markets. “Many
the recent political rhetoric. financial counseling programs, also makes clients feel more comfortable establishing a
Bank of America / BAC 3.0%
The yield has since slipped to 1.6%, as the the case for going all-in, all at once. From systematic implementation strategy, even if
Chevron / CVX 2.6 stock rebounded somewhat. Hart expects 1992 through then end of 2019, the annual- it means they may be giving up upside over
CME Group / CME 2.5 that health-care reform “is going to be evolu- ized total return for the S&P 500 was the long term,” says Rivers, who adds that
Bristol-Myers Squibb / BMY 2.4 tionary, not revolutionary.” 9.8%. But if you missed the best 10 days of deploying cash slowly also offers an “es-
Johnson & Johnson / JNJ 2.2 Looking ahead, Hart observes that “the market performance, the total annualized cape valve” if investors decide the waters
damage is done to some companies, but roll- return was 7.1%, says James Rivers, Ayco’s are too treacherous.
BlackRock / BLK 2.1
ing bankruptcies and consumer credit stress head of financial counseling for the West “For a lot of investors it comes down to
Microsoft / MSFT 2.1
are yet to fully manifest themselves.” And Coast. If you missed the best 50 days, the how would you feel if the markets went
PNC Financial Services Group / PNC 2.1 she is keeping an eye on how “consumers total annualized return was just 1%. down right after you invested,” says Greal-
Comcast / CMCSA 2.0 change their behavior coming out of this “By dollar-cost averaging, you are tim- ish. “One of the biggest benefits of dollar-
McDonald’s / MCD 1.8 self-isolation.” ing the market in some way, even if it’s cost averaging is minimizing that regret.”
Hart has spent a lot of time assessing the systematic,” says Adam Grealish, director By offering investors a way to ease in,
Total 22.8%
riskiness of stocks in all kinds of markets— of investing at Betterment. “If you are try- moreover, it can help avoid what might be
Note: Holdings as of Feb. 29. Returns through April 13; three- and
five-year returns are annualized.
and she has compiled an enviable record ing to maximize your expected return over the biggest risk of all: sitting on the side-
Sources: Morningstar; J.P. Morgan Asset Management doing that. B time, deploying it all at once has proven to lines indefinitely. B
New Active ETFs May Look

portfolio a secret for months at a time. growth and value portfolios for Amer-
The rule changes have enticed ican Century. The growth ETF is a
some of the biggest names in mutual close version of Focused Dynamic
funds to the ETF world. And launch- Growth (ACFOX), while the value
ing an active stock fund during a ETF bears similarities to separately
A Lot Like Existing Funds bearish market can set it up for im-
pressive future returns. “This is the
time that active management makes
sense,” says Ed Rosenberg, head of
ETFs at American Century. “A lot of
managed accounts. The ETFs can’t
hold foreign stocks, and they’ll be
managed to minimize capital gains,
says Rosenberg, but they’ll trade and
hold almost all of the same stocks.
sectors and stocks are moving in dif- T. Rowe’s funds will essentially be
A volatile market has sparked interest in active management, and new rules have made ferent directions, and an active man- clones of existing large-cap growth
actively managed ETFs easier to launch. What to watch for as big firms roll out new ETFs. ager can select what he or she believes and dividend funds. Fidelity’s will
is best.” resemble its active equity strategies,
Active managers haven’t racked up says Greg Friedman, head of ETFs at
superior records in bear markets, on Fidelity. “You won’t see ETFs of Low
average, as Barron’s recently reported. Priced Stock and Contrafund coming
Nonetheless, the new ETFs may take out of the gate,” he says, referring to
hold, partly because they’re being two of Fidelity’s biggest stock mutual
launched by some of the biggest funds. “But you’ll see us with stand-
brands in the industry. “The heavy- alone strategies and similar ones.”
weights in the space will be able to Fund companies are launching the
gather assets because of their strong products thanks to more flexible rules
fundamentals and brands,” says Todd for ETFs, enabling managers to shield
Rosenbluth, senior director of ETF some of their trading and portfolio
and mutual fund research at CFRA. holdings from daily disclosure require-
Nearly half of all ETF issuers are de- ments. That change is critical to stock-
veloping actively managed products, pickers, who have long worried about
according to research firm Cerulli “front running”—whereby traders can
Associates. That could make for a see what a manager is buying and sell-
“momentous shift” in a market where ing, exploiting the fund’s strategy. Tim
97% of ETF assets are in index funds. Coyne, head of ETFs at T. Rowe, says
If active ETFs take off, it would be a that requirements for full transparency
big win for active managers. Fees for in an ETF was the key roadblock for
active management have been falling years. “This is something we have been
as lower-cost index funds continue to after for some time,” he says. “What
lap up assets. Active U.S. equity funds stopped us were concerns about front-
have seen $1 trillion in outflows over running.”

the past five years. ETFs took in $633 Most ETFs are required to disclose
billion in that span, according to their portfolios daily; mutual funds
Morningstar. The last time active have quarterly disclosure require-
stock funds had more net inflows than ments. Broad-market index-based
index funds was in 2010, according to ETFs change their underlying hold-
Morningstar’s director of manager ings when an index is rebalanced,
research, Russel Kinnel. typically once or twice a year, making
By DAREN FONDA has filed to launch “growth,” “value,” More than 75 active ETFs now front-running less of a concern. Bond
T
and “opportunistic” ETFs. And more trade, but they have amassed only ETFs can live with daily transparency,
he battle between stock- are coming from JPMorgan Chase $100 billion in assets—a tiny fraction partly because bonds trade over the
pickers and index funds is (JPM), Natixis, and other sponsors. of the $3.7 trillion ETF industry. Most counter, making them inherently
shifting to a new arena— Active ETFs have existed on the active ETFs are in fixed-income, quan- harder to front-run. The bond market
the world of exchange- fringes for years, mostly in fixed- titative, or “factor”-based strategies. is also more heterogeneous than the
traded funds. income and quantitative strategies. But Three bond funds—JPMorgan Ultra stock market, since bonds come in all
American Century In- regulatory changes late last year and Short Term Income (JPST), Pimco varieties of maturities, coupons, and
vestments launched two new ETF structures have opened the Enhanced Short Maturity Active other characteristics, making copycat
active stock ETFs in early April, fo- door for a wave of “nontransparent” or (MINT), and iShares Short Maturity trading less of a concern.
cusing on large-cap growth and value “semitransparent” active ETFs—with “This is Bond (NEAR)—account for $28 bil- One key change is that fund spon-
stocks. Legg Mason (ticker: LM) is stockpickers at the helm. The new something lion in combined assets, more than a sors can now use “proxy” baskets of
close to launching an active ETF funds don’t disclose their holdings quarter of assets in active ETFs. stocks that don’t precisely match the
through its ClearBridge brand. daily or use “proxy baskets” to shield
that we have The new active equity ETFs are fund’s underlying holdings. The bas-
T. Rowe Price Group (TROW) has some of their trading, revealing their been after designed to look like traditional stock kets are used by market makers as a
won preliminary approval for ETF
versions of four large-cap mutual
actual holdings only to market makers
on a daily basis. American Century,
for some funds. American Century Focused
Dynamic Growth (FDG) and Ameri-
pricing signal, enabling them to keep
the ETF’s underlying securities
funds, including two of its biggest for instance, is disclosing holdings for time.” can Century Focused Large Cap matched to the fund’s share price.
Dan Page
names: Blue Chip Growth (TRBCX) the new ETFs on a quarterly basis, Tim Coyne, Value (FLV) are run by the same Proxy baskets are also used in the
and Growth Stock (PRGFX). Fidelity with a 15-day lag, keeping the actual T. Rowe Price managers who oversee large-cap creation/redemption of ETF shares, a
I N C O M E I N V E ST I N G
mechanism that adjusts the supply of Of course, more important than trans-
shares to market demand and prevents parency is whether a fund generates “al-
share prices from diverging sharply from pha,” beating an index through skilled
underlying holdings. stock-picking. Alpha isn’t easy to find, no
Fund companies are taking different matter the fund wrapper; more than 65% of
approaches to the new transparency rules, active equity funds trailed their bench-
aiming to give stockpickers flexibility to marks over the past five years, according to
trade without revealing their full hand
right away. American Century is using
technology developed by Precidian that
S&P Global. Hardly any categories of stock
funds had success rates above 50%.
Other challenges abound for active equity
J&J and P&G Rise Above
shields its daily portfolio holdings from the
public; only “authorized participants” that
keep the ETF share price aligned with its
ETFs. For one, the market has consolidated
among a handful of giant players—Black-
Rock’s iShares, Vanguard, and State Street
The Din of Dividend Cuts
holdings and market demand for the shares control more than 80% of ETF assets. Going
know the actual trades. up against these fund giants isn’t easy. Davis
T. Rowe plans to publish its ETF hold- Funds has racked up about $600 million in
ings every quarter, on a 15-day lag. Its assets for its four active equity ETFs, less By Lawrence C. Strauss against debt of $27.6 billion.
proxy baskets will be published once a day. than 5% of the firm’s $19 billion under man- Meanwhile, Procter & Gamble on
C
But they will reflect only 80% (or slightly agement. “It’s still early days,” says Dodd ontrary to the trend of dividend Tuesday declared a quarterly dividend
more) of the actual portfolio, using place- Kittsley, national director at Davis. cuts and suspensions during of 79.07 cents a share, up 6% from a
holder stocks for the rest, says Coyne. A Most advisors use ETFs for asset alloca- the coronavirus crisis, some little below 75 cents. It marks the 64th
trader trying to front-run the ETF wouldn’t tion and broad market exposure, moreover, companies are still raising their straight year in which the company has
know which are the actual holdings or de- and active ETFs may be a tough sell, espe- payouts or at least maintaining them. And boosted its payout. P&G has a broad
coys. “The proxy will shield names that cially if the managers aren’t beating bench- if you blinked, you might have missed portfolio of products, including Bounty
we’re currently buying or selling,” he says. mark indexes. “It’s not like, if you come out several such moves this past week. paper towels and Charmin toilet paper—
Fidelity plans to publish daily “tracking with a new ETF, an advisor will just use it,” Health-care conglomerate Johnson & items that are in great demand right
baskets” of its ETF holdings, including up to says Ryan Issakainen, ETF strategist at Johnson (ticker: JNJ) and consumer- now. P&G earned $1.12 a diluted share in
50% in other ETFs as placeholders for some First Trust. “It’s a challenge to reach advi- products giant Procter & Gamble (PG), the first quarter, up from $1.04 a year
stocks; a separate technology-sector ETF, sors when you’re competing with 2,500 whose shares have held up during the earlier, on a net sales gain of 5%.
for instance, may substitute for the fund’s other ETFs on the market,” he says. recent market tumult, declared dividend Two other companies that announced
full weightings in stocks like Apple (AAPL) One advantage for the new ETFs may be increases—helping them maintain mem- dividend increases this past week are
and Microsoft (MSFT), according to Fried- lower costs for retail investors. T. Rowe Blue bership in the S&P 500 Dividend Aris- Costco Wholesale (COST) and First
man. The tracking baskets should give mar- Chip Growth ETF will have an expense ratio tocrats club of companies that have Republic Bank (FRC). Costco is raising
ket makers enough information to manage of 0.57%, and Growth Stock ETF will be raised their payouts for at least 25 its quarterly dividend to 70 cents a
the creation/redemption process and allow 0.52%. Those fees are identical to the institu- consecutive years. share, up more than 7%, from 65 cents.
arbitrageurs to keep the ETF’s share price tional share classes of the mutual funds, J&J’s quarterly dividend increase, to First Republic declared a quarterly dis-
aligned with its holdings, he says. whereas the retail expense ratios are 0.7% $1.01 a share from 95 cents, marked the bursement of 20 cents a share, up 5%
Granted, some managers say they’re and 0.65%, respectively. 58th straight year in which the company from 19 cents.
quite comfortable with full transparency. ETFs are also more tax-efficient than has raised its payout. J&J boasts a strong Dividend increases are welcome, of
Ark Invest has gathered $3 billion in assets mutual funds. Most ETFs distribute mini- balance sheet, as evidenced by its AAA course, but it’s a victory of sorts these
for five active equity ETFs, for instance. mal or no capital gains, thanks to their credit rating from S&P Global Ratings. days for a company to simply maintain
The firm publishes its full portfolio hold- backstage mechanics. Rather than buying During the company’s first-quarter its payout.
ings daily and doesn’t use proxy baskets or or selling securities in the open market (like earnings conference call on Tuesday, Caterpillar (CAT) said recently that
decoy securities to shield trading activity. a mutual fund), ETFs swap securities “in CEO Alex Gorsky said the dividend boost it would keep its quarterly dividend at
Tom Staudt, chief operating officer at Ark, kind” with market makers. The process reflects “our stability” and is a “strong $1.03 a share. And Goldman Sachs
says its ETF managers trade so often that enables ETFs to avoid capital gains that example of the confidence we have in our Group (GS) on Tuesday declared a
copycat algorithms would have a 50% would otherwise have to be distributed to business now and in the future.” quarterly disbursement of $1.25 a share,
chance, at best, at front-running. Many shareholders. Mutual funds must shell out On an adjusted basis, J&J earned the same as it has paid out previously.
fund companies want nontransparency as a capital gains after they’re realized. Mutual $2.30 a share, compared with $2.10 a Still, these companies look more like
business strategy, he adds. “They sell their funds must also hold some cash for share- year earlier. Reported sales grew by anomalies than trendsetters. The fu-
proprietary research and treat it like a se- holder redemptions, dragging down re- 3.3%, to $20.7 billion. It generated about tures market was recently pricing in a
cret sauce,” he says. “They would have turns, and they can be forced sellers of se- $3 billion of free cash flow, or operating roughly 15% drop in dividends paid out
trouble justifying their fees if their ETFs curities if the markets tumble and investors cash minus capital expenditures, in line by S&P 500 companies this year.
were fully transparent.” cash out in droves (generating capital gains with the first quarter of the previous The S&P 500 Annual Dividend Index
Nonetheless, ETFs that lack full trans- along the way). two years, the company said. Futures contract for full-year 2020 divi-
parency are largely untested and may suf- Big brands like Fidelity and T. Rowe may J&J isn’t immune to the pandemic’s dends has fallen from a high of more
fer mechanical problems, especially under have an advantage because they’re well impact, especially if it lingers. However, than $61 on Feb. 21 to just below $40 on
extreme market circumstances. Nontrans- known in the fund world. Their active finance chief Joseph Wolk said during April 2, according to Charlie Toole, a
parent funds are more vulnerable to pric- ETFs are likely to attract advisors and in- the call that “coming out of the second portfolio manager at Adviser Invest-
ing anomalies—they may trade at a wider vestors, simply because of their brands and quarter, we assume an improving global ments. It had recently recovered to
spread between the bid and ask price, and large distribution networks. But don’t ex- economy with lower unemployment.” about $58, suggesting a little more
their share prices can diverge sharply from pect their active ETFs to take off if they While that’s uncertain right now, the optimism about dividend strength.
the value of their underlying holdings, es- suffer the same fate as most actively man- company does have financial strength. “It’s really tough to call what’s going
pecially if those values aren’t fully known aged funds: falling behind the market over As of March 31, its cash and marketable to happen,” Toole says. “It really de-
to investors or market makers. time. B securities totaled about $18 billion pends on when the economy restarts.” B
T E C H T R ADER
The content delivery networks
aren’t household names, but they
help to keep the internet running.
There’s Life Beyond

helped customers handle the spikes in forecast to have more total revenue
online activity, smoothing the shift to than Zoom this year, it’s market value
home-based work. “The heroes of this is less than 1/20th of Zoom’s.
crisis are the medical responders and Vonage says that its peak video
Zoom–7 Overlooked
scientists, but the cloud is like the traffic soared 435% in March from the
faithful sidekick,” Prince says. “Had level a month earlier. 8x8 CEO Vik
this happened 10 years ago, we’d all be Verma told Barron’s that his company
in a lot worse shape.” has seen monthly active video users
Stay-at-Home Stocks
The document storage companies spike from about 150,000 before the
have largely been ignored in the virus to more than 13 million today.
scramble for work-from-home plays, “Adoption has been awe-inspiring and
with both Box (BOX) and Dropbox tragic at the same time,” Verma said in
(DBX) trading for roughly three times an interview conducted via 8x8’s
2020 estimated revenue. But the value video platform.
Z
of their services is underlined in a Verma thinks the current crisis
oom Video Commu- traffic in March from February, with work-from-home world. will trigger a “seismic shift” in the
nications has become peak traffic doubling to historic levels. Meanwhile, Zoom’s success has way companies handle communica-
the poster child for This past week, RBC Capital’s overshadowed other communications tions. “It’s become a board level
the work-from-home Mark Mahaney upped his estimates companies that have become newly topic,” Verma says, in the same way
economy, and my on the company to reflect “our more relevant. that network security took center
house is no exception. bullish view of internet traffic and RingCentral (RNG), an internet- stage a few years ago following a se-
My wife teaches a accelerated adoption of remote access, based telephony firm, recently un- ries of high-level corporate hack at-
class on Zoom and holds a weekly of which we believe Akamai would be veiled its own videoconferencing ser- tacks. He thinks we’re headed into a
Zoom happy hour with friends. My a direct beneficiary.” vice, replacing the licensed version of period in which physical offices will
daughter is Zooming to college. I un- By Eric J. Savitz Cloudflare (NET), the newest ad- Zoom it was selling. fade in importance, and companies
fortunately had to Zoom into a memo- dition to the CDN sector, went public RingCentral rivals Vonage Hold- will be defined by their communica-
rial service a few weeks ago. last September at $15 and has since ings (VG) and 8x8 (EGHT) are also tions backbones. “If you have a com-
Yes, Zoom (ticker: ZM) has become rallied 40%, setting a new high this pushing hard on their video services. munications platform you can be
a verb. It’s also become an absurdly past week, as well. Both have been around for a long effective,” he adds. “A building is nice
expensive stock. At a recent close of In an interview with Barron’s, time—I wrote about them in a May to have,” but not a necessity.
$150.06, the company had a market Cloudflare CEO Matthew Prince said 2004 Barron’s cover story about the
N
value of $42 billion, some 45 times his company has taken steps to ease rise of internet-based communications. etflix reports first-quarter
this year’s estimated sales. the onboarding process for new cus- Vonage and 8X8 don’t have Zoom-like earnings after the close
At that valuation, the stock makes tomers. Prince says Cloudflare and growth, but they don’t have a Zoom- Tuesday. Never have the
sense for only the most speculative other infrastructure providers have like valuation either. While Vonage is company’s results been this
portfolios. Fortunately, there are ways closely watched. Netflix’s shares have
to play our new stay-at-home economy rallied 30% this year versus a 12%
at far lower multiples of sales. The Other Stay-at-Home Stocks drop in the S&P 500.
I’m particularly intrigued by the Zoom Video now trades for a pricey 45 times estimated sales. But not every stay-at-home play fetches Last week, the stock (NFLX) set an
content-delivery networks, a group of quite so premium a price. all-time high, as investors anticipate a
companies that help balance loads Company / Ticker Description YTD % Change Price/Sales* big Covid-related pickup in subscrib-
around the internet, while providing ers. In January, Netflix projected that
security services for content and e- Zoom Video Communications / ZM Videoconferencing 120.8% 45.0 it would gain seven million global
commerce firms. The CDNs are hardly Cloudflare / NET Content delivery network 49.0 19.9 subscribers in the March quarter, but
household names, but their services Slack Technologies / WORK Chat 30.7 19.1 the Street consensus prediction is 10%
are crucial in keeping the internet higher—and some estimates are now
RingCentral / RNG Cloud communications 38.1 18.1
running smoothly. as high as 10 million.
The biggest public player is Aka- DocuSign / DOCU Electronic signature 35.9 14.5 In recent quarters, almost all sub-
mai (AKAM), up 22% on the year. The Fastly / FSLY Content delivery network 14.5 8.5 scriber growth has come from outside
stock hit an all-time high this past Citrix / CTXS Virtualization software 36.2 6.0 the U.S. Investors will be looking for
week, but relative to Zoom, Akamai’s strengthening international demand—
valuation remains modest. It trades at Akamai / AKAM Content delivery network 22.5 5.6 and perhaps a re-acceleration of U.S.
less than six times estimated revenue 8x8 / EGHT Cloud communications -6.8 3.9 growth. Other key questions: When
for this year. And the outlook looks Limelight Networks / LLNW Content delivery network 69.1 3.6 will Netflix resume production of new
bright. content and is the company seeing any
Box / BOX Cloud storage -8.2 3.1
Akamai CEO Tom Leighton said at impact from new competition? And, of
a virtual customer event recently that Dropbox / DBX Cloud storage 4.6 2.8 course, how many people watched
the company had seen a 30% jump in *Based on 2020 estimated sales Source: FactSet Tiger King. B
Q& A An Interview With Tiffany Hsiao

Manager, Matthews China Small Companies Fund
What’s Next
For China’s
Recovery
By RESHMA KAPADIA
T
iffany Hsiao’s focus on small Chinese compa-
nies gives her an unique view as to how

China’s domestic economy is faring as the
country tries to recover from the Covid-19
pandemic. That perspective has also helped
the Matthews Asia fund manager build a
resilient portfolio in the face of the pan-
demic—and before that, the trade war.
Taiwanese-born Hsiao grew up in Silicon Valley,
where she watched her father help reinvent a calculator

company and build the world’s first laptop computer
using Intel’s 386 CPU—an early lesson on the power of
innovation. Hsiao has used that in hunting stocks for
the Matthews China Small Companies fund (ticker:
MCSMX). The $200 million fund has beaten 99% of its
peers over her five-year tenure as lead manager. The
fund’s 18% gain this year has trounced peers again, as
well as the Chinese market and the S&P 500 index.
Barron’s spoke with Hsiao to get her views on how
Chinese consumers and businesses are recovering after
the country eased restrictions, the risk of a second wave
of outbreaks, and why the portfolio has been so resistant
to a black swan development that has rattled markets.
Here’s a condensed version of our discussion; a longer
version can be found at barrons.com.
Barron’s: China is a couple of months ahead in deal-

ing with this pandemic. The Chinese market had its
biggest drop in early February, before the global
market tanked on Feb. 20, and is still holding up.
What has helped its resilience?
Tiffany Hsiao: Confidence. There are a couple layers:
Within China, there’s confidence the disease is control-
lable. They have so much in resources—they can make
five million masks per city when they ask people to
Illustration by KEVIN McGIVERN

A fund manager’s focus on small

companies gives her a perspective on
“The self-sufficiency theme is alive and well [in China].”
how China is faring after Covid-19. Tiffany Hsiao
work together—so they are confident U.S. How are they doing in China? How will a recession in the U.S. or Health care makes up 20% of your
they have the medical supplies and [China’s] stimulus has been very mea- Europe affect China’s recovery? portfolio. What is the draw?
people working together. And because sured, such as a deferred social secu- We need to see a more effective re- Part of it is my constant paranoia that
of how swift and effective the [con- rity tax and local tax rebates. On top sponse globally to provide a stronger something is going to go wrong, so
tainment] was, people are not worried of that, a lot of the more wealthy parts backdrop for China to recover. This half [of the allocation] pertains to basic
about job security. We can’t say that of the economy—the landowners—vol- was supposed to be a great growth stuff like vaccines—including
about the U.S. or Europe. Everyone at untarily offered two months of free year: A lot of businesses were holding CanSino Biologics (6185.Hong Kong),
the companies we own is back at rent and no collections on debt. Here back their checkbooks for three years, which is doing clinical trials in Seattle
work. in San Francisco, a lot of restaurants [waiting] for a resolution to the trade for a coronavirus vaccine— medical
And if you look at demographics, are going out of business because war to deploy the capital. waste, and companies trying to de-
the largest cohort [of investors] is mil- landlords refuse to do that. The [Chinese unemployment] situ- velop strong health-care infrastruc-
lennials. When they see a correction, ation is fluid, since many workers are ture to keep 1.4 billion people healthy,
they are going to participate because How has consumer or corporate still in the process of returning to so it doesn’t turn into a social problem.
that is not their nest egg. They are still behavior changed? their normal jobs. However, if coun-
building it and have the ability to cap- We are a heavy investor in software, tries outside of China continue to suf- And the other half?
ture the falling knife, whereas in the including China Youzan (8083.Hong fer, then those jobs may not be waiting It’s focused on human DNA; 99.9% is
U.S. and Europe investors are depend- Kong), which is the equivalent of for workers as they return. similar, but that small difference re-
ing on that money in the next 10 years. Shopify, and helps mom-and-pops sell sults in Caucasian and Asians having
anything. As soon as everyone shut How do you invest around that? very different critical-illness disease
What about China’s lack of trans- down, their users went through the We stress-test every company through types, especially with cancer. In Asia,
parency and attempts to muffle roof, as companies tried to go from all types of scenarios. When you are the more prevalent cancer types are of
early warnings, like from Dr. Li bricks-and-mortar to online. China is investing in a country as big as China, the liver and stomach, whereas those
Wenliang, who eventually died? very dynamic. Small- to medium-size- something will always go wrong. I call are designated by U.S. Food and Drug
When this virus first broke out, the business owners are very nimble. And them black ducks [instead of swans] Administration as orphan diseases,
Chinese government’s response was there’s still demand: People still need because they are not as rare as you with fewer than 200,000 new diagno-
not transparent. But in the past, you to eat and have kids entertained with think. If it’s not this virus, it’s going to ses in the U.S., compared with 1.2 mil-
would see very draconian measures to educational programming. Their basic be a natural disaster or something else. lion new diagnoses of liver and gastric
suppress freedom of speech. This needs haven’t changed; they just need We want the highest return on cap- cancers in China.
time, they let people vent their frustra- a different way to get it. ital possible. To do that, we tilt toward In the past, China relied on the
tions. People were creating art pieces People are also embracing the digi- asset-light companies that don’t have Western world for medical advances
out of that doctor’s picture and post- tal economy even more. The e-com- much balance-sheet risk. Our compa- and newer therapies. But as the drugs
ing on WeChat and mourning his merce adoption rate is already much nies never depended on [debt], and become more DNA-based, you need
death. The Chinese government pub- higher than in the U.S., with about their products are intellectual- drugs that fit the Asian DNA better, so
licly apologized [for its treatment of 25% of retail sales done online com- property driven and can be used digi- we focus on scientists who earned
Li]—that in itself instilled confidence. pared with 11% in the U.S. In the past, tally and remotely. So we’ve been very their stripes at Western companies
people just ordered clothes or elec- insulated, especially year to date. and start their own businesses—like
Are you worried about a second tronics and now are ordering grocer- Innovent Biologics (IVBXF), whose
wave of infections? ies. During the crisis, they are also China was trying to become more management is top-notch talent from
People on the ground are not fearful. having kids educated online. We own self-sufficient as tensions with the global drugmakers. It’s a top oncology
The government has put in place very Koolearn Technology Holding U.S. escalated. Has that been biopharma company that focuses on
cautious, but reasonable, polices (1797.Hong Kong), an online education derailed by the latest crisis? drugs for Asia’s prevalent cancer indi-
around public health. Any person company that was ready with content The self-sufficiency theme is alive and cations and has a very strong pipeline
who returns from overseas has to self- and had teachers trained. well. When the government was of innovative, novel therapies in addi-
quarantine for 14 days. They give you
“We need to thinking about how to stimulate the tion to blockbuster drugs.
electronic bracelets as you enter, and see a more Have any trends been derailed? economy, that was the first area it
track you. That type of policy broad- effective Travel is a very large part of consumer looked at—investing more in semi- Have you encountered any prob-
cast to the people gives them confi- discretionary spending. The Chinese conductors, biotech, and software. lems with liquidity?
dence that the government is doing its response love to go overseas—and now they The chairman of our largest position, Chinese small-caps comprise the
job, so they can safely go do theirs. globally to can’t. And as we emerge from this Silergy (6415.Taiwan), the largest world’s largest small-cap asset class. It
In terms of valuation, the Chinese crisis, there is a fear of racism, so analog semiconductor company in surpassed the U.S. two years ago in
onshore equity markets have not cor- provide a [travel] will [continue to] be impacted. China, told me the company will grow terms of liquidity, number of stocks
rected much since the Covid-19 out- stronger There’s also some time shifting: revenue 20% to 30% unhindered, listed, and total market cap listed. If
break. There is risk that if a second Real estate transactions were down a because the areas they invest in are you are worried about liquidity, Chi-
infection shuts down the economy for backdrop lot in the first quarter, but they’re the areas the government wants to nese small-caps are much more liquid
longer, valuations could become even for China starting to bounce back in cities like speed up—5G infrastructure, health- than the U.S.—and have done much
more stretched in the near term. Nanjing. The line to go see [a new list- care equipment, and data centers—as better year to date.
to recover.” ing] was wrapped around the build- more people work from home and
Small businesses are hurting in the Tiffany Hsiao ing. There’s pent-up demand. embrace the digital economy. Thanks, Tiffany. B
THE EC ONOMY
The $349 billion “paycheck protection program” has
run out of funding even as processing backlogs have
prevented businesses from getting what they need.
Here’s How America

and businesses. Even the most com- vaccine is developed. Economist Paul
mercially minded governments will Romer has been pushing for 20 mil-
have a hard time convincing people lion to 30 million U.S. tests a day,
that it’s safe to go out if the bodies keep which would be about 250 times the
Needs to ‘Reopen’
piling up, which is what will happen if current daily rate. Given a lack of sup-
we don’t stop the spread of the virus. plies and labor, expanding testing ca-
The Swedish government consciously pacity by any measure will be chal-
chose to avoid prioritizing public lenging, let alone by a factor of 250,
ToAvoidDeeperWoes
health, yet the country is still enduring but it’s necessary under any normal-
an economic downturn even as its ization scenario.
death rate spikes. Matthew Harrison, the top biotech
None of this is to say the current analyst at Morgan Stanley, estimates
situation is tolerable. Responsible pre- that the U.S. as a whole won’t be able
cautions are depriving swaths of the to start reopening until midsummer.
T
U.S. economy of income and jobs. The But if we aren’t careful now, and an
he U.S. economy that seems like it will be enough, won’t Organization for Economic Coopera- anticipated second wave happens be-
has likely shrunk be. The $349 billion “paycheck protection and Development argues that to- fore the health-care system has had a
more in the past six tion program,” for example, has al- day’s viral “containment measures” chance to recover from the current
weeks than it did in ready run out even as processing back- will directly reduce U.S. output by a crisis, the lack of spare capacity would
the entire Great logs have prevented businesses from little more than 25% for as long as they turn it into a disaster. Moreover, peo-
Depression. The getting what they need. last, and the total cost is being ampli- ple would have no reason to trust offi-
good news is that if Trying to reopen businesses with- fied by everything from businesses cials in the future about whether it’s
we do things right, we can limit the out customers will just lead to a bigger slashing ad spending to consumers safe to go out, which would ultimately
damage from the coronavirus down- economic hit from additional failures tightening their budgets. One conse- depress both consumption and pro-
turn and restore much of what has By Matthew C. and layoffs. The Chinese government, quence is that roughly 15 million duction even more than otherwise.
been lost. If we do things wrong, how- Klein for example, claims to have stopped Americans were receiving unemploy- Suppose, however, that the second
ever, we’ll only end up with more new infections and has lifted many of ment benefits as of April 11—more wave is avoided and that reopening
deaths and an even bigger hit to the the restrictions it imposed earlier in than double the previous record in the can proceed smoothly. Even then,
economy. the year, but Chinese retail spending summer of 2009. progress will be slow. Some sectors—
“Reopening”—which everyone from in March was nevertheless 18% below So what can be done? particularly manufacturing and con-
Xi Jinping to Angela Merkel to Donald its level a year earlier after subtracting In theory, regularly testing every struction—should be able to get back
Trump is eager to do—sounds tempt- inflation, barely up from February. man, woman, and child—and quickly to work relatively quickly with the aid
ing, but it isn’t the answer. For the Prematurely ending controls also quarantining anyone who tests posi- of additional protective gear. But most
most part, government restrictions risks overwhelming health systems tive—would allow most people to live analysts recommend maintaining so-
aren’t preventing commerce that without doing anything for workers more or less as they did before until a cial distancing and limits on public
would otherwise be happening—after gatherings during any reopening until
all, essential businesses are still oper- a vaccine has banished the threat of
ating while many other workers are the virus for good. That will be a major
able to do their jobs from home. drag on the economy.
Rather, people have been responding Scott Gottlieb, who helped write the
rationally to the threat of a deadly con- right-leaning American Enterprise
tagious disease, and indeed were curb- Institute’s “road map” for reopening
ing their consumption even before U.S. the U.S. economy, expects about 80%
cities and states began imposing lock- of activity to get back to normal before
downs. Unless people feel safe, lifting a vaccine becomes available. That
restrictions won’t do much for affected would be a substantial improvement
sectors like restaurants and airlines, over current conditions, but it would
where demand has fallen off a cliff and still be a disaster for tens of millions of
could stay far below normal until a Americans. As a result, Goldman
Covid-19 treatment or vaccine is found. Sachs now says the U.S. job market at
Photograph by Benjamin Lowy

The answer, then, is that govern- the end of 2021 will be almost as bad
ments should focus on providing fi- Just a few people as it was during the previous trough in
nancial support to businesses and walking recently 2010.
through the
workers to tide them over until the World Trade Center
In the end, there is no trick to re-
health crisis passes. The $2.3 trillion Oculus, a usually storing normalcy without eradicating
Cares Act was a start, but far too small packed shopping, the virus. The choice isn’t between
tourist, and transit
and poorly targeted. A good rule of hub in lower reopening and not—it’s between the
thumb is that any amount of money Manhattan. one decent option and disaster. B
MAILBAG
Send letters to Mail@Barrons.com. To be considered for The Readback, a podcast taking you
publication, correspondence must bear the writer’s name, inside the latest stories, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.
there must now be some enlightened certain activities, e.g., wandering on a more, equity prices, an asset class
economic and social program that will lonely path in the woods: risk of infec- directly outside the Fed’s remit, have
encompass reality. This is a presiden- tion 1:10,000,000; seeing friends with risen significantly. The conclusion:
tial election year. Hopefully, a thought- social-distancing measures: 1:2,500; With such a meaningful Fed put, risk
ful and temperate leader will step for- riding on the overcrowded subway in will rally.
ward with proposals for genuine New York City: 1:54. Gary Schweitzer
improvement for the commonweal. With such an app, everyone could Brooklyn, N.Y.
Channing Wagg see their personal risk. You could im-
Boxborough, Mass. prove the app by including your per- COVID-19: IN MEMORIAM
sonal risk factors: 32 years old, no ante-
To the Editor: cedent health issues, etc., or 75, with José María Loizaga, one of the
The coronavirus pandemic is not a diabetes and on immunosuppressive founding fathers of private equity in
black swan. The possibility of such a drugs. The model could be updated Spain, died at age 84 in Madrid this
pandemic, together with its conse- with the latest data on local herd im- past Sunday of Covid-19, according to
quences, was widely expected and pre- munity, etc. Now, that’s an effort that his son, Moira Capital Partners Chair-
dicted years ago by several visionaries Google could do! man Javier Loizaga. He was born in
and experts. Ari Giagounidis Bilbao in 1939, built a successful ca-
For example, Bill Gates was remark- On Barrons.com reer in banking and industrial devel-
ably accurate in describing such a pan- opment, and headed up southern Eu-
demic and its impact in his 2015 TED To the Editor: rope for Otis Elevator in the 1980s. In
Talk “The Next Outbreak? We’re Not Most experts think it will take 18 1985, he founded Mercapital, one of
Ready.” months for a vaccine, so my best guess the early private-equity firms in
RAND’s 2012 report, “Threats is the world will look very different for Spain, which he ran until 2008. He
Without Threateners?” said that a “fu- the next 1½ years (unless we can get later served as vice president and di-
TheRoadto ture pandemic may be virtually cer-

tain,” and that “its timing and severity
are not.” It added, “Pandemics are a
real possibility in the here and now;
the vaccine sooner). At that point, we’ll
have a big hole to get out of.
Mark Weidmann
On Barrons.com
rector of ACS Group, a global infra-
structure company based in Madrid.
Loizaga is survived by his wife and
three children. His son Javier, who
TheMonetary there is nothing future about them.”

And finally, “In current circumstances,
Risk Will Rally
worked with him for 25 years, noted
his father’s ability to balance family
only pandemics seem to be an existen- and business, his intense work ethic,
LandofOz
tial threat, capable of destroying Amer- and, until the end, his robust health.
ica’s way of life.” To the Editor: “The need or the desire to make money
The warnings from U.S. Intelligence Barron’s coverage of the Federal Re- was never what motivated his behav-
in the beginning of the year were ig- serve’s intervention in the high-yield ior,” he wrote.
nored by the White House. The root bond market would benefit from a
To the Editor: cause of this pandemic is failure of the broader perspective (”Thursday’s
In last week’s edition, among the numerous perceptive government and corporations to heed Junk-Bond Rally May Have Been a Share Your Market Predictions
comments about the Covid-19-driven crisis was one by the warnings and take timely action. Fed-Fueled Mirage,” The Trader, Barron’s Big Money Poll surveys institutional
Rock Creek Group founder Afsaneh Mashayekhi Bes- Nassim Nicholas Taleb, the author April 10). Beyond technical support investors twice a year on their outlook for
chloss that “our economy was very strong, but our social of Black Swan, has called this pan- for single-name issues, what matters the economy and the markets. In addition to
polling professional money managers, we’re
fabric and labor wasn’t” (“Get Ready for a Postcoronavi- demic a “white swan” and said it was are supply dynamics (less credit mi-
interested in our readers’ opinions on these
rus World. The Economy Will Never Be the Same,” Cover preventable. gration of investment to speculative topics and how coronavirus is affecting
Story, April 10). I take exception to this. Sandip Lahiri grade) and relative value (investment- your retirement. Go to barrons.com/
The economy never recovered from the securitized- Tampa, Fla. grade spreads, broadly Fed back- readerpoll to have your say. Poll closes at
mortgage-induced financial crisis and, in fact, was only stopped, have tightened). Further- midnight on April 20.
weakened by the Federal Reserve’s subsequent increase in
debt levels and suppression of interest rates. As proof, An App for That
witness the abrupt loss of 17 million jobs, mostly service
“The author of Black Swan has

related, the froth on the supposed economic recovery. To the Editor:
Now, on top of precarious debt levels, the Fed must resort Many people are tired of being locked
again to the same bromide of debt stimulus in an attempt in, and many would be happy to take a
to stabilize the economy. Necessary, because seemingly
there is no alternative at hand, but the debt cycle begins
again, another jaunt on the yellow brick road that leads to
sensible risk if that could help to re-
open the economy (“The Terrible Costs
of Keeping—or Ending—the Corona-
called this pandemic a ‘white swan’
the monetary Land of Oz.
Given the degree of weakness in the economy and im-
virus Lockdowns,” April 10). Why
don’t we have an app that tells you and said it was preventable.”
pact of this on our society as revealed by the pandemic, what your risk is when you undertake Sandip Lahiri
CAN YOUR FIXED INCOME ADAPT

THROUGHOUT THE CREDIT CYCLE?
At MFS, we actively invest throughout the credit cycle,
helping advisors deliver income, diversification and risk
management for their clients. It’s a traditional approach
we call Essential Fixed Income.
Learn more at MFS.com/FixedIncome
Essential
©2020 MFS Investment Management 44850.1 Fixed Income®
MARKET WEEK
April 13 through April 17, 2020
Euro Trader P. M4 Power Play P.M7

Emerging Markets P. M4 Charting the Market P. M8
Striking Price P. M5 Winners & Losers P. M9
Commodities P. M6 Research Reports P. M10
Inside Scoop P. M7 Market View P. M12
13D Filings P. M7 Statistics P. M13
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite Russell 2000
24,242.49
52-wk: -8.72% YTD: -15.05% Wkly: +2.21%
2874.56
52-wk: -1.05% YTD: -11.03% Wkly: +3.04%
8650.14
52-wk: +8.15% YTD: -3.59% Wkly: +6.09%
1229.10
52-wk: -21.50% YTD: -26.33% Wkly: -1.41%
Wednesday 7.5%
Monday A slew of terrible economic data, including
With markets closed in Europe, U.S. stocks plunging retail sales and industrial production,
battled their way back from early losses to caused markets to slide Wednesday. 5
finish well off their lows. Small-caps took the brunt of the selloff.
2.5
-2.5
Tuesday -5
Stocks surged amid positive news about
Friday
the coronavirus. Amazon.com hit an all-time
All the major indexes soared to end the week -7.5

high, helping the Nasdaq gain nearly 4%.
after an encouraging report on Gilead Sciences’
remdesivir as a coronavirus treatment.
-10
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics
S
o much for the little gap between the two indexes has been Sciences’ (GILD) antiviral drug rem-
THE TRADER guy.

America may love
stories about scrappy
that large since March 13, but one has
to go back to 2002 to find a similar
occurrence.
desivir appeared to be working in a
small Covid-19 trial at the University
of Chicago.
underdogs that some- Considering the economic news of Still, the two indexes responded in
times overcome the the week, one would almost have to such dramatically different fashions
odds and win. But we assume small-caps have it right. Retail that it’s almost as if they live in two
The Stock also love favorites, and these days they

come in pretty much one size only—the
sales plummeted the most on record.
The Empire State index of manufactur-
different worlds—and in some ways,
they do.
Market’s bigger the better, at least when it comes

to the stocks we buy.
By Ben Levisohn ers in the New York region fell to its
lowest level ever. Industrial production
Because of their small size, the
companies in the Russell 2000 are
Have-Nots
Just consider this past week’s mar- suffered its largest decline since 1946. much more sensitive to economic
ket returns. A quick look at the S&P Banks like JPMorgan Chase (ticker: growth rates than the much bigger
Await Their
500 index’s 3% gain suggests that ev- JPM) and Bank of America (BAC) ones in the S&P 500, explains RBC
erything is going to be all right despite reported massive loan-loss reserves for Capital Markets strategist Lori Calva-
the economic slowdown caused by the good debt gone bad. sina. She notes that the small-caps
Comeback coronavirus. The small-company Rus-
sell 2000, however, dropped 1.4% to
The only real good news on the
week came on the health front, in-
generally underperform large-caps
ahead of drops in the Institute for
1229.1, implying that everything isn’t cluding tentative steps to reopen the Supply Management’s manufacturing
A-OK. It’s the third time the weekly economy and a report that Gilead survey. “We’ve been confronted by the
M2 BARRON’S April 20, 2020
grim reality of how severe the economic recognize that these trends were largely in
damage has already been this week,” Calva- place before the current crisis began. Ama-
sina says. Small-cap underperformance zon’s rise had put other retailers down years
suggests it’s going to get worse. ago; the energy sector was under pressure
This isn’t a one-week trend, and it even long before Covid-19 destroyed demand for
shows up within the S&P 500 itself. Since crude; big tech stocks were the go-to invest-
the index peaked on Feb. 19, its 100 largest ments long before the novel coronavirus
stocks by market cap on that day have became part of everyone’s vocabulary. That’s
dropped an average of 16%, six percentage a reflection of a world where growth is slow,
points less than the next quintile of stocks. and where stocks of large companies that
The 100 smallest stocks in the S&P 500 can make their own growth will outperform.
have dropped 35%, nearly twice as much as For small companies to finally outperform,
the largest. The world is really divided be- the stimulus is needed not only to bridge the
tween the haves and the have-nots, and that gap until the crisis is over but to get the
may continue as the economy deteriorates. economy moving once again.
“I don’t know why there would be any “The government programs are a safety
rule against the strong getting stronger in a net, and small-cap companies need a safety
difficult environment,” says Larry Pit- net,” says Jefferies strategist Steven De-
kowsky of GoodHaven Capital Management. Sanctis. “They also need the government to
“That may be how it plays out.” kick-start the economy.”
You don’t have to dig into index perfor- When that happens, the underdog might
mance to see that the big and the strong are finally have a fighting chance.
just getting bigger and stronger as the small
and weak get crushed. Amazon.com This Small-Cap Is Ready to Pounce
(AMZN) and Netflix (NFLX), two compa- This market hasn’t been friendly lately to
nies that have benefited from the crisis in small-cap stocks, as we just noted, or to
two different ways, hit new all-time highs companies that use debt as part of their
as investors flocked to the same giant tech business models. But Compass Diversi-
IB SmartRoutingSM
stocks they always did. Procter & Gamble fied Holdings—which is guilty on both
(PG), Johnson & Johnson (JNJ), and counts—is in a position to emerge from the
Costco Wholesale (COST) all raised their coronavirus recession stronger than it en-
1 dividends—and each finished the week up tered it.
provides an average net benefit of more than 5%. Meanwhile, smaller S&P
500 companies such as oil-services com-
Compass (CODI) essentially operates
like a middle-market private-equity firm:
pany Helmerich & Payne (HP) and re- acquiring, operating, and divesting busi-
USD 4.42 per trade tailer L Brands (LB) suspended theirs.

It wasn’t supposed to be this way. The
nesses in several niche consumer and in-
dustrial end markets. Since its initial public
performance disparity comes even as the offering in 2006, Compass has made 20
Federal Reserve and the U.S. government acquisitions and 11 divestitures.
pump trillions of dollars into the U.S. econ- Its current holdings are a diverse group.
omy as companies try to bridge the gap The largest is Sterno Group, a maker of
between the shutdown and the reopening. candles and other warming tools for the
Part of that goal has been to protect jobs, food-service industry, followed by 5.11 Tac-
but also to help smaller companies weather tical, a provider of equipment and uniforms
the storm. If the market is any indication, used by police, firefighters, and other emer-
those plans have failed. gency responders, which has expanded into
Or maybe not. Observant investors will consumer apparel and products under
Start Investing Today! ibkr.com/smart

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Close Change % Chg. Last Week Week Earlier
Interactive Brokers Rated #1 DJ Industrials

DJ Transportation
24242.49
8233.81
+523.12
-3.11
+2.21
-0.04
NYSE Advances
Declines
1,285
1,748
2,919
139
Best Online Broker 2020 by Barron’s* DJ Utilities 823.98 -3.85 -0.47 Unchanged 26 11
DJ 65 Stocks 7896.55 +91.82 +1.18 New Highs 40 21
DJ US Market 704.58 +19.73 +2.88 New Lows 49 42
NYSE Comp. 11208.29 +71.68 +0.64 Av Daily Vol (mil) 5,436.3 6,864.2
Member - NYSE, FINRA, SIPC – Supporting documentation for any claims and statistical information will be NYSE Amer Comp. 1739.79 +4.28 +0.25 Dollar (Finex spot index) 99.71 99.52
provided upon request. *Interactive Brokers rated #1, Best Online Broker according to Barron’s Best Online S&P 500 2874.56 +84.74 +3.04 T-Bond (CBT nearby futures) 179-280 178-270
Brokers Survey of 2020: February 21, 2020. For more information see, ibkr.com/info - Barron’s is a registered
S&P MidCap 1561.43 -24.94 -1.57 Crude Oil (NYM light sweet crude) 18.27 22.76
trademark of Dow Jones & Co. Inc. [1] IHS Markit reported that IBKR clients received $0.43 per 100 share net
S&P SmallCap 722.58 -20.65 -2.78 Inflation KR-CRB (Futures Price Index) 123.80 127.82
price improvement versus the industry as a whole during the second half of 2019. The average monthly stock
order size during that period was 1,557 shares and the average commission per cleared commissionable Nasdaq 8650.14 +496.57 +6.09 Gold (CMX nearby futures) 1689.20 1736.20
order was $2.28. The average net benefit was calculated as follows: (1,557 shares)($0.0043 net price Value Line (arith.) 5005.09 -30.84 -0.61
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IB SmartRouting for US listed securities is generally available only to IBKR Pro accounts. DJ US TSM Float 28840.28 +764.41 +2.72
For more information, see ibkr.com/bestexecution 03-IB20-1292
April 20, 2020 BARRON’S M3
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
THE S&P 500 DIVIDED INTO 11 SECTOR ETFS
Consumer Services 7.04%
Health Care 6.40
Technology 5.81
Consumer Goods 4.01
Telecommunications 1.99
Oil & Gas 0.32
0.00 Industrials
–0.75 Utilities
–2.57 Basic Materials
–3.91 Financials
* For breakdown see page M36. Source: S&P Dow Jones Indices
Compass’ ownership. Other subsidiaries Compass a market capitalization of just un-

Visit www.sectorspdrs.com
sell goods from printed circuit boards to der $1 billion.
custom molded foam products, baby carri- The discount is far overdone. The corona- or call 1-866-SECTOR-ETF
ers, and gun safes. virus-induced correction has come at a time
That diversification doesn’t insulate when Compass is sitting on the strongest An investor should consider investment objectives, risks, charges and expenses carefully before investing. To
Compass’ portfolio from physical-distanc- balance sheet it has had in years, with plenty obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.
ing disruptions or lost demand during a of available liquidity to weather the current com. Read the prospectus carefully before investing.
pandemic or a recession, but it helps. downturn, maintain its payout, and emerge All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks,
Meanwhile, the company is cutting discre- an opportunistic buyer on the other side. which generally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
tionary spending and capital expenditures, Compass’ management was busy in 2019, ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
and its payout commitments to bond- and disposing of assets during a period of ele-
shareholders are comfortably manageable. vated valuations and fortifying its balance
Last month, Compass agreed to pur- sheet. The holding company sold two sub-
chase Marucci Sports, a manufacturer of sidiaries in 2019—hemp producer Manitoba
baseball bats and other gear, for $200 mil- Harvest and recycling and waste-disposal
lion in cash. Sold under the Marucci and firm Clean Earth—for a combined $770 mil-
Victus brands, the wooden bats are popular lion, notching a gain of $311 million.
with professional players. Compass CEO It also raised $111 million from a sale of
Elias Sabo told Barron’s that management preferred shares in November, which it used
plans to use that aspirational brand posi- to pay off debt and reduce its leverage to
tioning to gain market share with amateur about 1.4 times net debt to Ebitda. Credit-
players, school leagues, and other consum- rating firms Moody’s and S&P each up-
Don’t settle
ers. It’s a strategy Compass has employed graded Compass’ remaining debt, lowering
at 5.11 and motor-sports parts maker Fox its cost of capital.
Factory Holding (FOXF), which it began “Nobody knew this was coming, obvi-
to spin off in 2013. ously,” says Sabo, referring to the pandemic.
for average.
Compass’ total 2019 revenue and ad- “But what we did know is we were over a
justed earnings before interest, taxes, de- decade into an expansion, that asset prices
preciation, and amortization, or Ebitda, were at record highs, and that eventually
reached $1.5 billion and $241 million, re- something would create a market disloca-
spectively. For the past nine years, Compass tion. So we just started to become defensive.”
has paid a quarterly distribution of 36 cents Management estimates that Compass
per share out of its operating cash flow— currently has over $650 million of liquidity
giving the stock a hefty 9.24% dividend available. Its potential firepower for acqui- Upgrade your financial advisor at
yield at its recent $15.84. sitions is greater: In the past Compass has
Compass was one of Barron’s best-per- been comfortable with taking leverage to barrons.com/directory
forming stock picks in 2019, returning 66% close to four times net debt to Ebitda. Man-
through year end after we wrote about it in agement will be busy hunting for newly
May, helped by a string of better-than-ex- discounted bargains on the way out of the
pected earnings and its generous payout. coronavirus crisis and ensuing recession.
The first few months of 2020 have been Investors who missed Compass stock’s
another story entirely. From their high of spectacular rise in 2019 have a rare second
more than $26 in late December, shares tum- swing at it. They can be paid generously to
bled to about $11 each at the market’s March wait for new acquisition opportunities to
©201 9 Dow Jones & Company. All Rights Reserved. 2E200
lows, before rebounding partially to give emerge. — Nicholas Jasinski
EUROPEAN TRADER E M E R G I N G M A R K E TS
More Companies Are Slumping Currencies
Ditching Dividends Will Weigh on Stocks
By Pierre Briançon easing program largely designed to help By Craig Mellow dimensions of U.S. government stimulus
banks keep financing troubled corpo- should also prop up dollar assets for the
T R
alk about a reversal of fortune. rates, also allowed European lenders to isk assets of all sorts have ral- rest of this year, adds Andrew Keirle, a
Companies paying dividends use their capital buffers—think of them lied over the past month as portfolio manager in emerging market
are being frowned upon in as rainy-day funds—during the crisis. panic over the Covid-19 pan- local-currency bonds at T. Rowe Price.
Europe after years of being The ECB asked those same banks to demic peaked and subsided. “Markets closer to the opening of the
celebrated as the avant-garde of the long, abstain from their planned disbursement Emerging market currencies are a nota- spigot will come back first,” he says.
post-financial-crisis recovery. of some 30 billion euro’s worth of divi- ble exception. Emerging market currencies have a lot
The coronavirus outbreak has dends this year. Yet for Europe’s largest The Wisdom Tree Emerging Cur- of room to catch up at some point. Cur-
changed rules and perceptions. Divi- bank, BNP Paribas (ticker: BNP.France), rency Strategy exchange-traded fund rencies outside of Asia are at their “low-
dends are now being canceled, or at least it took a precise warning by its top bank- (ticker: CEW) has slumped 2% since est, real effective exchange rates in almost
“postponed,” to borrow from the finan- ing supervisor, threatening legal mea- March 16 and 11% year to date, plunging a decade,” Czerwonko calculates. An
cially correct vocabulary of the day. The sures, to finally comply. A similar warning to a four-year low. They should rebound, early rebounder might be the Russian
question is how long the dividend disap- was issued for United Kingdom banks by but not anytime soon, investors predict. ruble, whose 17% decline this year ig-
pearance will last, and what investors the country’s Prudential Regulation Au- Emerging market currencies “remain nores the Kremlin’s underlying fiscal
should do about it. thority. For now, all European banks have susceptible to renewed weakness over the strength, he thinks.
There are many reasons for this. bowed to their regulators’ veiled orders next three to six months,” says Alejo Cz- Lewis Jones, an emerging markets
Regulators are asking banks to retain and scrapped their dividends. erwonko, the emerging markets strategist debt portfolio manager at William Blair,
dividends to shore up their capital base. Elsewhere, governments are making at UBS Global Wealth Management. sees “reasons to be positive” on Mexico,
Governments, while they are massively the massive aid they are deploying to the “They should recover some losses going whose peso has plunged 23% against the
coming to the rescue of the private sector, private sector conditional on the reten- into 2021.” dollar in the past two months. President
want to make sure that taxpayer money tion of dividends. There is a political Depressed currencies will drag on Andres Manuel Lopez Obrador’s irreso-
isn’t used, whether directly or indirectly, element there. emerging market stocks for international lute Covid response could be outweighed
to reward shareholders of stressed-out When millions of workers are losing investors. The correlation is far from ex- by longer-term advantages. “It’s not a
companies—in many cases, distant invest- their jobs and companies are queuing up act. Emerging market equity indexes are great story, but it will benefit a lot from
ment funds in faraway countries. at the state’s windows to ask for tax dominated these days by China, South the U.S. recovery, and the central bank
But the main reason by far is the mas- breaks, grants, or cheap loans, it doesn’t Korea, and Taiwan, three countries that can slash rates aggressively,” Jones says.
sive shock that lockdowns across Europe hurt for a government to show that its seem to be leading the way out of the State Street’s Hurd is eyeing Indone-
are forcing on the economy. To pay out money won’t be used to help “rich” Covid-19 scourge. sia, where the rupiah is off 12% since
dividends, companies would need to sur- investors get the returns they expected. The currency index gives nearly equal Covid hit. “They’re somewhat more insu-
vive (many won’t) and eke out a profit In any case, the companies operating weights to 15 countries, including the two lated from global shocks and have the
(many won’t, either). in the sectors that have been hardest hit shakiest at the moment, Turkey and funding base for a fairly aggressive fiscal
So, what about the survivors that man- by the crisis wouldn’t be able to pay divi- South Africa. Stocks are concentrated in response,” he says.
age to break even? Banks and non- dends anyway. This is the situation for oil-importing nations that benefit from One thing investors aren’t expecting is
financial companies are caught in the Airbus, (AIR.France), the European air- the recent collapse in crude prices. Cur- abrupt currency collapses with global
ongoing tornado that sees governments plane maker, and Accor (AC.France), the rencies factor in Russia, Colombia, and ripple effects, like Mexico’s Tequila Crisis
everywhere move in to manage their international hotel group. other exporters. of the mid-1990s, or the East Asian deba-
economies. This big state takeover may The scrapping of dividends also makes Still, it’s hard to see a broad-based cles a few years later. That’s because
be temporary, but in the meantime, pri- economic sense. However eager manage- resurgence for emerging markets while struggling economies like Turkey and
vate companies, markets, and investors ments may be to keep luring investors in investors are clinging to the dollar and South Africa have moved to flexible ex-
have to make do with the new paradigm. spite of the crisis, no one today has any other haven currencies for dear life. That change rates that decline gradually in-
Governments and regulators first idea of the direction that the economy risk-off reflex may be locked in for longer stead of the “pegs” their predecessors
chose to send friendly advice and “recom- will take when the recovery begins, and as “the pandemic rotates back to EM,” tried vainly to defend.
mendations” to banks and others regard- when this may happen. In this context, says Aaron Hurd, senior currency portfo- But they and other emerging markets
ing dividends. Then, as a few CEOs and being cash-cautious is the safest bet. And lio manager at State Street Global Advi- can keep declining a while longer under
boards pretended to look elsewhere, the governments forcing private companies sors. the current stressed circumstances.
calls became more pressing. to scrap dividends may, indeed, in spite of Covid-19 is just gathering strength in “EM currencies are cheap across the
The European Central Bank, which appearances, be acting in the interest of populous developing countries like India, board,” T. Rowe’s Keirle says. “But the
has launched a massive quantitative- shareholders. B Turkey, and Brazil. The sheer mammoth market is focused on risk aversion.” B
T H E ST RIKING PRI CE
Options trading suggests that stocks may
advance, but more slowly, as companies release
earnings reports and the information is digested.
Fear Is Down, but We’re Equity Options
Not Out of the Woods Yet CBOE VOLATILITY INDEX

VIX Close VIX Futures
90
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index
295
80 270
245
70
220
60 195
By Steven M. Sears Overwriting pays investors for owning
50 170
stock and for agreeing to sell at the higher
I
40 145
t’s the start of the most important earn- price should the stock price exceed the
120
ings season in a decade. strike price at expiration. Many investors, 30
95
The stock market just posted its however, don’t want to sell their stock, so 20 70
greatest weekly rally in 46 years. But they perpetually “roll” the calls to higher M J J A S O N D J F M A 10 M J J A S O N D J F M A 45
that fact—and even official government strike prices to hold the shares and keep Daily Values Source: CBOE Source: McMillan Analysis Corp.
reports—will be less valued by investors generating more income.
than first-quarter earnings reports, which This will annoy some investors who feel SPX SKEW NDX SKEW
will provide reasonably solid data to evalu- cheated if they are not offered complicated Implied volatility % Implied volatility %
ate what has happened to the economy strategies that allow them to intellectually 17% 16%
since the coronavirus threw it for a loop. strut their stuff. But it’s a message worth 16 15
Everywhere one turns, someone is confi- heeding when top strategists and major 15
14
dently asserting what we will want to hear: investors are keeping it simple. 14
13 13
that the worst is truly over. Often, the Susquehanna Financial Group’s Chris
soothsayers cite the lowered level of the Jacobson cited the sale of 20,000 Target 12 12
11 11
Cboe Volatility Index, or VIX, as if that (TGT) June 120 calls, 10,000 Citigroup (C)
10
alone will magically heal the global econ- June $60 calls, 10,000 Morgan Stanley 10
9
omy and even repel the Covid-19 virus. Yet (MS) June $50 calls, 10,000 Duke Energy 8 9
recent earnings reports from Bank of (DUK) June $100 calls, and 10,000 Honey- 7 8
M J J A S O N D J F M A M J J A S O N D J F M A
America (ticker: BAC), JPMorgan Chase well International (HON) June $165 calls. Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
(JPM), Wells Fargo (WFC), and others Favorite J.P. Morgan call-selling candi- Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
suggest much suffering ahead, even if the dates include Starbucks (SBUX), General between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
fear gauge is falling. Electric (GE), Lowe’s (LOW), and Darden
The options market, where sophisticated Restaurants (DRI). Other S&P 500 index Week's Most Active
investors position for the future, is display- overwriting candidates include Boeing Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
ing a cautiousness that contradicts some of (BA), Chipotle Mexican Grill (CMG), Arcus Biosciences RCUS 2746 173 2573 16 25 171.6
the recent stock-market strength. Indeed, Nordstrom (JWN), Twitter (TWTR), Liberty Tripadvisor LTRPA 35549 29251 6298 268 99 132.6
strategists at Goldman Sachs, J.P. Morgan, Deere (DE), Ulta Beauty (ULTA), Dow Homology Medicines FIXX 3410 1758 1652 36 100 94.7
MEI Pharms MEIP 18151 16553 1598 280 86 64.8
and Oppenheimer & Co. are advising cli- (DOW), Schlumberger (SLB), and Exxon NN Inc. NNBR 3511 1335 2176 92 100 38.2
ents to focus on conservative strategies. Mobil (XOM). Quigg told clients to focus SM Energy SM 17508 16949 559 1072 99 16.3
“We are in the middle of a golden age for on call options that expire within two Invitation Homes INVH 8313 343 7970 548 97 15.2
options-selling strategies. Premiums are months with strike prices 5% higher than Switch SWCH 16268 14994 1274 1448 81 11.2
JB Hunt JBHT 6398 2368 4030 688 95 9.3
widely inflated with fear, and this is creating the underlying stock prices. Raytheon Technologies RTX 63699 45461 18238 7332 96 8.7
intense interest among investors to sell puts Even though officials are contemplating Dick's Sporting Goods DKS 26510 7058 19452 3172 96 8.4
and calls,” Michael Schwartz, Oppenheimer reopening the economy, and the Federal AECOM ACM 13540 7525 6015 1948 97 7.0
Kandi Technologies KNDI 4824 4323 501 728 88 6.6
& Co.’s chief options strategist, told Barron’s. Reserve is battling to rescue the economy
Limelight Networks LLNW 8203 7749 454 1252 98 6.6
J.P. Morgan’s Shawn Quigg recently told for the second time in a decade, many op- Compugen CGEN 4239 2209 2030 680 68 6.2
clients that investors seem reluctant to do tions investors are cynical. Trading sug- Abbott Labs ABT 304070 229052 75018 51004 98 6.0
anything too risky, though they are inter- gests that stocks may advance, but more Domo I DOMO 5640 4329 1311 1060 89 5.3
Lakeland Industries LAKE 17266 14349 2917 3408 67 5.1
ested in “monetizing rich implied volatility slowly, as companies release earnings re- Consumer Staples SPDR ETF XLP 84977 22842 62135 17224 97 4.9
levels by overwriting long stock positions.” ports and the information is digested. Some Akoustis Technologies AKTS 2805 2532 273 592 98 4.7
Earlier this week, trades that attracted investors are hedging against declines, too. This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
attention involved major investors “over- In some ways, option trading patterns unusually heavy trading in these options might be a predictor of corporate activity – takeovers, earnings surprises, earnings pre-
announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
writing” large stock positions. The strategy are playing a dirge for a damaged economy. short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to
their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one
entails selling calls—usually at 5% to 10% When will we know the worst is over? should be aware of these increased risks if trading in these names
above a stock’s price and that expire in When Warren Buffett invests his massive Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100.
under three months—against stock that an cash pile and it’s easy to buy name-brand Source: McMillan Analysis
investor owns. toilet paper on Amazon. B

COMMODITIES
Milk Prices Drop as
Consumer Demand Falls
By Myra P. Saefong commodity prices did not initially fall,
Gould says.
M
ilk prices this year have more But when refrigerators were restocked,
than erased the gains they consumers stopped ordering in and gro-
scored for all of 2019, as the cery store sales weren’t enough to offset
closure of restaurants and the losses from restaurant sales, he ex-
schools to prevent the spread of Covid-19 plains.
forced changes in the dairy market and in Gould estimates domestic cheese de-
consumer buying behavior. mand loss from the food-service industry
“The dairy industry remains stuck in a at 214 million pounds each month, which
challenging and unfortunate position” be- equals 2.1 billion less pounds of milk, or
cause the processing pipeline is becoming about 11% of all the milk produced during
backed up due to the abrupt loss in de- the month.
mand, says Rick Kment, market analyst at Gould forecasts a drop in Class III milk
commodity analysis provider DTN. prices to a low of $8.95 per hundredweight
Milk is a perishable product and the in June, which he says would be a record
“ability to store it unprocessed for more based on data going back to 1998.
than a couple of days is nearly impossible,” Still, the dairy industry has made moves
he says, adding that with processing plants that will lessen the blow of lost demand
at full capacity, farmers have had to dump and the drop in prices.
excess milk. Those include the dumping of excess
Futures prices for Class III milk, which milk at levels that are likely “substantially”
is used to make most types of cheese, set- larger than normally seen in the spring,
tled at $12.11 per hundredweight on April when production seasonally peaks, says
16—the lowest since September 2009. At David Maloni, executive vice president of
$12.33 on April 15, Class III milk has lost food-service supply-chain technology firm
around 37% year to date, erasing last ArrowStream.
Manage Your Barron’s year’s 35% climb.
Meanwhile, the April 16 finish for cash-
Cow herd “liquidation” is also antici-
pated in the coming months and this
Account Online settled cheese futures at $1.184 a pound
was a record low based on data going back
should “lead to much tighter milk and
dairy product supplies and higher prices
to 2010. later this year,” Maloni says.
Update your account details any time. The impact of the coronavirus hit the He also says, “U.S. dairy markets have
It’s quick and easy. dairy industry in waves, says Matt Gould, fallen substantially below other major ex-
editor at newsletter The Dairy Market An- porting countries’ prices,” and that should
• Place delivery holds alyst. The first wave was at the end of Jan- result in “better export demand in the not-
• Change an address uary, when the disease was rapidly so-distant future.”
spreading in China. The impact of the An early sign of a turnaround may
• Report an issue
shutdowns there was immediately felt in come from China.
• Update your payment information the nonfat dry-milk market, says Gould. “The single most important factor for
• Reset your password and more The next wave came as states in the U.S. dairy prices to rebound is improved buy-
began to shut down, which led to a boost ing patterns in China,” says Arun Sun-
in purchases of pizza, he says. Pizza ac- daram, equity analyst at CFRA Research.
Take action at customercenter.barrons.com
counts for much of the country’s demand “Agricultural commodity prices should
and avoid call wait times. for cheese, which is made from milk. improve once we start to see greater, more
Then there was a run to grocery stores, consistent agricultural product purchases
which strained the supply chain for fluid from China.” After its bout with the virus,
© 2020 Dow Jones & Co., Inc. All rights reserved. 2E7837 milk and saw a period of record sales for the Chinese economy is beginning to open
milk, butter, cheese, and yogurt. Dairy up again. B
I N S I DE SC OOP Increases POWER PLAY
In Holdings
Infinera (INFN)
Activists
Oaktree Capital boosted its stake
Cast Eye on
Union Pacific Sees Biggest
in the photonics technology com-
pany to 25,175,384 shares. The
higher position resulted from the
purchase of 1,000,000 shares on
March 19, at prices ranging from
Industrials
Insider Stock Buy in Years $4.60 to $5.25. No reason was cited
for the fresh investment that now
gives Oaktree a 13.8% interest in
By CARLETON ENGLISH
I
the tech firm. Oaktree did reveal n a muted proxy season, indus-
that it had entered an agreement trial companies are suddenly
By ED LIN request to make DeLaney, a former with Infinera that allowed the ap- catching the attention of activ-
U
CEO of food-service distributor Sysco pointment of an Oaktree represen- ist investors.
nion Pacific, like many of (SYY), available for comment on his tative to Infinera’s board on April Recent campaigns have been
its railroad peers, has suf- stock purchase. 13. The agreement also called for launched at GCP Applied Tech-
fered in the coronavirus- DeLaney’s latest purchase is the Union Pacific, like Infinera to work with Oaktree to nologies (ticker: GCP) and at
induced economic slump. largest by any Union Pacific insider many of its rail appoint another independent direc- smaller companies, such as HC2
The Association of since December 2015, when director peers, has seen its tor, with a term lasting until the Holdings (HCHC) and Synalloy
American Railroads said Michael R. McCarthy paid $3.9 million shares slump, but 2022 shareholders meeting. (SYNL), by activists such as Star-
this month that total U.S. for 50,000 shares. director William J. board Value, MG Capital, and
rail carloads reached their lowest non- Credit Suisse analyst Allison M. DeLaney recently Privet Fund, respectively.
holiday levels since the group began
collecting data in 1988.
Landry last week slashed earnings
estimates across the rail sector, noting
bought more than
$2 million of the Decreases The campaigns come as some
activists have moved to the side-
But one Union Pacific (ticker:

UNP) director may be seeing a light
at the end of the tunnel. William J.
that “it is nearly impossible to forecast
how bad volumes will be in the next
quarter (or longer)—given the uncer-
embattled stock.
In Holdings lines amid the coronavirus pan-
demic, worried about running their
own operations.
DeLaney paid $2.1 million on March tainty of shutdowns.” Overseas Shipholding Others have dipped their toes
31 for 15,000 Union Pacific shares, Union Pacific is Landry’s top pick Group (OSG) into activism, preferring behind-
an average price of $138.20 each. in the group, however, and she rates Paulson & Co. cut its stake in the the-scenes engagement with com-
DeLaney made the purchase through its stock at Outperform with a $168 maritime crude oil and petroleum panies they’re invested in, instead
a trading plan that executes automat- target price, down from $216. “[O]ur transporter to 6,300,000 shares. of costly public proxy battles.
ically when preset conditions are industry channel checks tell us that Without providing specifics, Paul- There was a 38% drop in cam-
met. He now owns 20,000 Union the company has been undertaking son slashed nearly a quarter of its paigns launched in February and
Pacific shares. even greater cost reductions than the holding through a March 5 block March—and March was the slowest
Union Pacific didn’t respond to a market may appreciate,” she wrote. B sale of 2,000,000 shares at $2.50 month for campaign initiations
apiece. Paulson now hold a 7.3% since 2013, according to data pro-
interest in Overseas Shipholding vided by Lazard.
Group. Looking broadly, there might be
a reason why U.S.-based industrial
Activist Holdings Brands’ board on matters that might

come up for a vote.
Meet Group (MEET)
Magnetar Capital reduced its
interest in the social-media com-
companies have become of particu-
lar interest to investors—both pas-
sive and activist. The pandemic has
Bloomin’ Brands (BLMN) Commvault Systems (CVLT) pany to just under 5%. On April 9 forced companies to rethink their
Jana Partners reported owning Starboard Capital revealed that it and April 13, Magnetar sold supply chains and move more pro-
7,985,439 shares of the Outback holds 4,616,000 shares of the enter- These disclosures are
235,000 and 234,539 shares, re- duction to domestic sites.
Steakhouse chain’s parent comprise information-technology firm, from 13Ds filed with spectively, at prices ranging from Also, companies that apply for
pany, equal to 9.2% of the outstand- equal to 9.9% of the tradable stock. the Securities and $5.96 to $6.10, leaving it with loans under the Paycheck Protec-
Exchange Commission.
ing stock. On April 8, Jana and The position accounts for the addition 13Ds are filed within 3,535,151 shares. On March 5, Meet tion Program are urged to buy U.S.-
Bloomin’ Brands entered into a of 286,744 shares on March 30 at a 10 days of an entity’s said that it had entered into a de- made equipment and products to
cooperation agreement stipulating price of $38.91 each. On April 9, Star- attaining more than finitive agreement to be acquired the “extent feasible.”
5% in any class of a
that the dining firm will expand its board delivered a letter to Commvault company’s securities. by NuCom Group, a company “There’s probably more of a ‘Buy
board by two to permit the appoint- listing six director nominees for elec- Subsequent changes owned by ProSiebenSat.1 and Gen- America’ tailwind post-crisis,” Ben
in holdings or inten-
ment of two Jana nominees, effec- tion at the coming 2020 annual meet- tions must be re-
eral Atlantic, for $6.30 per share Rosenzweig explains.
tive July 1 of this year. In return, ing. Commvault said it will review ported in amended in cash. The deal is expected to Rosenzweig is a partner at Privet
Jana will abide by customary stand- Starboard’s proposed director nomi- filings. This material is close in the second half of this Fund Management, which, with
from April 9 through
still arrangements and vote its nees and present its recommendation April 15, 2020. Source: year, subject to regulatory and UPG Enterprises, has named five
shares in agreement with Bloomin’ in its proxy materials. InsiderScore.com shareholder approval. nominees to the board of Synalloy,
a Virginia-based metals and chemi-
cals company. B
Charting the Market

A graphic look at selected stock activity for the week ended April 17, 2020 n Edited by Bill Alpert
BOEING GILEAD SCIENCES TESLA AMC ENTERTAINMENT HOLDING
BA (NYSE) • 154.00 • 2.16 158 GILD (NASD) • 83.99 • 10.48 88 TSLA (NASD) • 753.89 • 180.89 794 AMC (NYSE) • 3.20 • 0.60 5
After halting production in 151 University of Chicago doc- 84 Goldman Sachs launched 738 The movie-theater chain 4
March, the aircraft maker on 144 tors believe their Covid-19 80 coverage of the electric car 682 emptied by Covid lock- 3
Thursday said it will slowly 137 patients were helped by an 76 company with a Buy, while 626 downs said that it plans to 2
restart work in its Seattle- 130 experimental Gilead drug, 72 Credit Suisse raised its rat- 570 raise $500 million of debt, in 1
area plants. Its suppliers’ M T W T F STAT news reported. Gilead M T W T F ing from a Sell to a Hold. M T W T F a private offering of notes M T W T F
shares flew on the news. said it awaits more data. Short sellers got squeezed. due in 2025.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
393 87.5 975 18.5
332 82.0 812 15.0
271 76.5 649 11.5
210 71.0 486 8.0
149 65.5 323 4.5
88 60.0 160 1.0
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

280 204 214 76
140 102 107 38
0 0 0 0
A M J J A S O N D J F M A A M J J A S O N D J F M A A M J J A S O N D J F M A A M J J A S O N D J F M A
PELOTON INTERACTIVE GAMESTOP ROKU HERTZ GLOBAL HOLDINGS

PTON (NASD) • 33.49 • 5.04 41.0 GME (NYSE) • 4.88 • 0.99 8 ROKU (NASD) • 126.80 • 34.35 135 HTZ (NYSE) • 5.01 • -1.25 6.5
Analysts at Canaccord 37.5 Investor Michael Burry, 7 Although it withdrew 2020 123 A report in the New York 6.0
Genuity and Roth Capital 34.0 famous from The Big Short, 6 guidance amid uncertainty 111 Post said that the car-rental 5.5
added their voices to the 30.5 reported a boost in his hold- 5 among advertisers, the 99 company faces a “looming 5.0
crowd that thinks the home 27.0 ings of the videogame re- 4 streaming service added 3 87 cash crunch.” Hertz has 4.5
M T W T F M T W T F M T W T F M T W T F
workout service will benefit, tailer—which he has pressed million accounts in March. made no public comment on
as exercisers avoid gyms. to buy back stock. Earnings will arrive May 7. the matter.
42.5 16 181 22
34.0 13 155 18
25.5 10 129 14
17.0 7 103 10
8.5 4 77 6
0.0 1 51 2

68 82 152 76
34 41 76 38
0 0 0 0
MODERNA ZOOM VIDEO COMMUNICATIONS NOKIA LIBERTY TRIPADVISOR HOLDINGS

MRNA (NASD) • 46.85 • 14.99 51 ZM (NASD) • 150.06 • 25.55 156 NOK (NYSE) • 3.48 • 0.21 4.0 LTRPA (NASD) • 2.35 • 0.14 5
The developer of some 46 An analyst at Cantor 147 A trade publication said 3.5 The owner of the TripAd- 4
promising vaccines against 41 Fitzgerald joined those who 138 the Finnish telecom supplier 3.0 visor travel website said it 3
the Covid-19 virus will get 36 think homebound workers 129 has hired bankers for advice 2.5 doesn’t know why its shares 2
nearly $500 million from the 31
will be the making of the 120
on takeover defense. Rumors 2.0
soared. There’s been no se- 1
federal government to com- M T W T F video-call service, as well as M T W T F are rife of interest from M T W T F lective disclosure, it said, and M T W T F
plete clinical trials. the work-chat outfit Slack. other 5G-network vendors. no new insider trades.
52 171 7 17.5
43 137 6 14.0
34 103 5 10.5
25 69 4 7.0
16 35 3 3.5
7 1 2 0.0

244 88 408 46
122 44 204 23
0 0 0 0
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The
dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than that time period.
Winners and Losers

NYSE BIGGEST % MOVERS NYSE MOST ACTIVE NYSE AMERICAN MOST ACTIVE NASDAQ MOST ACTIVE
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
ArcusBiosci(RCUS) 8686 28.11 +12.18 +76.5 ChurchillCapIII(CCXX) 2426 2935.9 9.77 –0.03 EquinoxGold(EQX) 30486 641.3 7.40 –0.38 CrineticsPharm(CRNX) 2283 521.0 15.35 +1.55
Shopify(SHOP) 19387 590.39+172.65 +41.3 IndependenceContr(ICD) 41220 1748.5 7.88 +1.63 IssuerDirect(ISDR) 109 139.6 9.08 +0.08 LHC Group(LHCG) 8146 409.3 131.53 –7.78
AnteroMidstream(AM) 56836 3.52 +1.00 +39.7 ChesapeakeEner(CHK) 13914 450.5 14.45 –19.55 Electromed(ELMD) 1164 122.2 14.07 +1.82 AstaFunding(ASFI) 246 378.2 11.25 +0.22
AmiraNatureFds(RYCE) 135 9.87 +2.65 +36.7 ArcusBiosci(RCUS) 8686 438.8 28.11 +12.18 BarHarborBkshs(BHB) 383 104.2 16.05 –1.17 SurgeryPartners(SGRY) 14245 356.4 9.60 +2.06
Nautilus(NLS) 15982 5.05 +1.29 +34.3 DRDGOLD(DRD) 5430 299.3 8.21 +0.83 Pfenex(PFNX) 2990 94.3 6.40 –2.70 Merus(MRUS) 1418 318.0 13.09 +0.99
EQM Midstream(EQM) 9516 17.79 +4.53 +34.2 LegacyAcqn(LGC) 2888 268.7 10.40 –0.01 CheniereEnerPtrs(CQP) 3865 61.2 30.89 +2.97 Lovesac(LOVE) 5837 303.8 10.15 +4.39
EquitransMdstm(ETRN) 39174 7.35 +1.78 +32.0 CementosPacasm(CPAC) 83 184.6 6.69 –0.51 DeltaApparel(DLA) 214 57.7 10.82 +0.04 Sabre(SABR) 109803 300.7 6.00 –1.01
PlainsAllAmPipe(PAA) 50747 7.27 +1.57 +27.5 PerformanceFood(PFGC) 24990 182.3 23.34 –5.94 NovaGoldRscs(NG) 23001 49.1 11.27 +1.28 CalitheraBiosci(CALA) 11092 299.6 6.55 +0.29
Dick's(DKS) 30964 172.1 26.49 –1.09 CaledoniaMining(CMCL) 233 48.3 11.92 +2.23 EHang(EH) 483 268.5 12.99 +0.99
Losers DeltaAir(DAL) 335186 166.4 24.27 –0.12 AcmeUnited(ACU) 70 26.9 21.27 +1.27 RedHillBio(RDHL) 4857 252.7 6.33 +0.28
Name (Sym) Volume Close Change %Chg. MagnaChipSem(MX) 5920 137.6 11.14 –0.05 ConTomka(CTO) 202 26.4 39.00 –1.19 SciPlay(SCPL) 3114 246.3 10.45 +1.95
ChesapeakeEner(CHK) 13914 14.45 –19.55 –57.5 MauiLand(MLP) 268 130.6 10.39 +0.06 BattalionOil(BATL) 75 24.5 4.90 –0.60 ArcturusTherap(ARCT) 2638 230.2 17.67 +2.48
Tidewater(TDW) 1199 5.32 –2.36 –30.7 FutureFuel(FF) 1698 128.8 12.50 –0.26 AdamsRes(AE) 45 22.5 22.85 –0.47 UroGenPharma(URGN) 3121 220.0 23.77 +2.47
AmRltyInv(ARL) 17 7.74 –3.22 –29.4 OaktreeAcqn(OAC) 666 127.5 9.85 +0.00 Chase(CCF) 140 17.1 86.51 –5.22 Natera(NTRA) 14277 219.4 33.66 +1.49
Movado(MOV) 2242 9.41 –3.79 –28.7 CrestwoodEquity(CEQP) 13643 127.0 6.70 +1.01 MetallaRoyalty(MTA) 1179 12.2 5.51 +0.13 CoherusBioSci(CHRS) 19110 207.3 15.53 –1.17
SeacorMarine(SMHI) 204 3.17 –1.02 –24.3 ClipperRealty(CLPR) 436 123.5 5.00 –0.55 StdDiversified(SDI) 83 8.1 11.48 –0.37 MalvernBancorp(MLVF) 233 204.9 11.62 –1.91
MetropolitanBk(MCB) 147 22.17 –7.12 –24.3 GSXTechedu(GSX) 37620 122.9 33.59 +0.43 EvansBancorp(EVBN) 76 7.7 24.81 –1.74 A-MarkPrecMet(AMRK) 238 201.3 13.32 +0.03
MSG Ent Wi(MSGE.WI) 275 68.06 –20.45 –23.1 ManchesterUnited(MANU) 908 117.0 16.27 +1.27 ImperialOil(IMO) 4688 6.4 12.28 –0.64 Dave&Buster's(PLAY) 39312 200.5 11.90 –2.79
SilverBowRscs(SBOW) 782 2.64 –0.76 –22.4 HertzGlobal(HTZ) 74088 112.4 5.01 –1.25 MAG Silver(MAG) 3561 4.2 9.57 –0.07 Zix(ZIXI) 11792 194.3 6.35 +1.29
RoyalCaribbean(RCL) 137778 108.2 37.39 –2.83 SilverCrestMetals(SILV) 5047 -5.2 5.68 +0.15 BCB Bancorp(BCBP) 626 190.4 9.96 –0.84
NYSE AMERICAN BIGGEST % MOVERS
By Share Volume By Share Volume By Share Volume
Winners
Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg.
GeneralElec(GE) 670641 6.84 –0.30 –4.2 ZomedicaPharm(ZOM) 129413 0.16 +0.03 +19.6 AdvMicroDevices(AMD) 413360 56.60 +8.22 +17.0
ProtalixBio(PLX) 884 3.57 +1.12 +45.7
BankofAmerica(BAC) 453017 23.28 –1.58 –6.4 NewGold(NGD) 98329 0.69 +0.11 +18.5 AmerAirlines(AAL) 410714 11.57 –0.94 –7.5
CPI Aero(CVU) 697 2.96 +0.71 +31.6
FordMotor(F) 399751 5.12 –0.25 –4.7 AgEagleAerial(UAVS) 78738 0.56 +0.21 +58.4 Microsoft(MSFT) 238918 178.60 +13.46 +8.2
GoodrichPetrol(GDP) 410 5.93 +1.20 +25.4
DeltaAir(DAL) 335186 24.27 –0.12 –0.5 Enservco(ENSV) 67781 0.20 +0.08 +66.0 Apple(AAPL) 207287 282.80 +14.81 +5.5
BK Tech(BKTI) 221 2.48 +0.48 +24.0
Carnival(CCL) 333328 12.56 +0.14 +1.1 B2Gold(BTG) 66683 4.38 +0.27 +6.6 UnitedAirlines(UAL) 183410 29.08 –2.42 –7.7
Stereotaxis(STXS) 1035 3.67 +0.69 +23.2
WellsFargo(WFC) 242102 28.38 –4.82 –14.5 HoustonAmEner(HUSA) 33101 0.12 +0.01 +8.0 GileadSciences(GILD) 157080 83.99 +10.48 +14.3
CaledoniaMining(CMCL) 233 11.92 +2.23 +23.0
MarathonOil(MRO) 232793 4.35 +0.23 +5.6 iBio(IBIO) 31358 0.91 –0.03 –3.0 Akorn(AKRX) 138426 0.27 +0.07 +33.0
AnnovisBio(ANVS) 162 3.80 +0.67 +21.4
OccidentalPetrol(OXY) 223766 13.63 –1.73 –11.3 EquinoxGold(EQX) 30486 7.40 –0.38 –4.9 MicronTech(MU) 128547 45.70 –0.43 –0.9
Envela(ELA) 680 3.10 +0.46 +17.4
Boeing(BA) 192924 154.00 +2.16 +1.4 Oragenics(OGEN) 24598 0.40 –0.36 –47.0 Intel(INTC) 123569 60.36 +3.22 +5.6
Losers EnergyTransfer(ET) 187704 6.16 +0.35 +6.0 NovaGoldRscs(NG) 23001 11.27 +1.28 +12.8 CiscoSystems(CSCO) 117777 42.48 +1.28 +3.1
Name (Sym) Volume Close Change %Chg. AuroraCannabis(ACB) 182889 0.69 –0.19 –21.3 DocumentSecSys(DSS) 20361 0.22 +0.01 +7.1 Comcast A(CMCSA) 111534 38.08 +0.08 +0.2
Nokia(NOK) 181100 3.48 +0.21 +6.4 CanFiteBiopharm(CANF) 20341 1.85 +0.40 +27.6 Tesla(TSLA) 110367 753.89+180.89 +31.6
Pfenex(PFNX) 2990 6.40 –2.70 –29.7
Halliburton(HAL) 179934 7.58 –0.63 –7.7 ChinaPharma(CPHI) 18914 0.49 +0.09 +21.7 Sabre(SABR) 109803 6.00 –1.01 –14.4
TrinityPlace(TPHS) 147 1.49 –0.52 –25.9
Citigroup(C) 179628 45.45 –1.96 –4.1 Inuvo(INUV) 18328 0.25 +0.04 +20.2 Roku(ROKU) 108809 126.80 +34.35 +37.2
GrupoSimec(SIM) 7 6.24 –1.15 –15.6

AT&T(T) 170799 31.23 +0.50 +1.6 NorthernOil&Gas(NOG) 18324 0.73 –0.11 –13.4 SiriusXM(SIRI) 104701 5.29 +0.04 +0.8
SilvercorpMetals(SVM) 14107 3.35 –0.51 –13.2
Transocean(RIG) 168231 1.19 –0.25 –17.4 AlphaProTech(APT) 17605 13.28 +0.98 +8.0 BedBath(BBBY) 103332 4.79 –0.79 –14.2
GoldenStarRscs(GSS) 10309 2.19 –0.32 –12.7
JPMorganChase(JPM) 165604 95.18 –7.58 –7.4 AmpioPharm(AMPE) 17591 0.54 +0.07 +15.5 Facebook(FB) 102339 179.24 +4.05 +2.3
BattalionOil(BATL) 75 4.90 –0.60 –10.9
ExxonMobil(XOM) 165272 43.22 +0.09 +0.2 GranTierraEner(GTE) 16437 0.26 –0.06 –19.8 BioCryst(BCRX) 98019 3.36 +1.29 +62.3
Seaboard(SEB) 102997.00 –351.09 –10.5
NIO(NIO) 163050 3.21 +0.54 +20.2 GreatPanther(GPL) 14645 0.46 +0.08 +22.5 Zynga(ZNGA) 97317 7.73 +0.82 +11.9
ArmataPharm(ARMP) 98 3.02 –0.34 –10.1
CallonPetrol(CPE) 141969 0.44 –0.07 –13.8 SilvercorpMetals(SVM) 14107 3.35 –0.51 –13.2 JD.com(JD) 91486 46.15 +3.99 +9.5
NASDAQ BIGGEST % MOVERS
By Dollar Volume By Dollar Volume By Dollar Volume
Winners Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg. Boeing(BA) 27299053 154.00 +2.16 +1.4 CheniereEnergy(LNG) 525060 41.33 +2.75 +7.1 Amazon.com(AMZN) 952052942375.00+332.24 +16.3
LibertyTripAdvB(LTRPB) 907 47.83 +43.25 +945.0 JPMorganChase(JPM) 15232446 95.18 –7.58 –7.4 B2Gold(BTG) 300350 4.38 +0.27 +6.6 Tesla(TSLA) 77186806 753.89+180.89 +31.6
Lovesac(LOVE) 5837 10.15 +4.39 +76.2 Alibaba(BABA) 15127717 209.50 +13.13 +6.7 NovaGoldRscs(NG) 261955 11.27 +1.28 +12.8 Apple(AAPL) 57791344 282.80 +14.81 +5.5
BioCryst(BCRX) 98019 3.36 +1.29 +62.3 Visa(V) 11962799 169.54 –4.15 –2.4 AlphaProTech(APT) 229382 13.28 +0.98 +8.0 Microsoft(MSFT) 40919355 178.60 +13.46 +8.2
SummitTherap(SMMT) 6281 4.11 +1.44 +53.9 Mastercard(MA) 11711152 259.97 –9.43 –3.5 EquinoxGold(EQX) 228577 7.40 –0.38 –4.9 Netflix(NFLX) 27339199 422.96 +52.24 +14.1
Aravive(ARAV) 1476 11.41 +3.96 +53.2 BankofAmerica(BAC) 10258277 23.28 –1.58 –6.4 CheniereEnerPtrs(CQP) 113259 30.89 +2.97 +10.6 AdvMicroDevices(AMD) 22492689 56.60 +8.22 +17.0
FulgentGenetics(FLGT) 1746 15.96 +5.41 +51.3 Shopify(SHOP) 9895005 590.39+172.65 +41.3 AgEagleAerial(UAVS) 85405 0.56 +0.21 +58.4 NVIDIA(NVDA) 18219986 292.32 +29.37 +11.2
Moderna(MRNA) 82344 46.85 +14.99 +47.0 Disney(DIS) 9015246 106.63 +2.13 +2.0 NewGold(NGD) 69231 0.69 +0.11 +18.5 Facebook(FB) 17926404 179.24 +4.05 +2.3
Canaan(CAN) 2116 4.68 +1.48 +46.3 J&J(JNJ) 8337774 152.02 +10.79 +7.6 ImperialOil(IMO) 56487 12.28 –0.64 –5.0 Alphabet A(GOOGL) 157243871279.00 +72.43 +6.0
UnitedHealth(UNH) 8197912 290.56 +26.43 +10.0 SilvercorpMetals(SVM) 52714 3.35 –0.51 –13.2 Alphabet C(GOOG) 129379561283.25 +71.80 +5.9
Losers Citigroup(C) 7854074 45.45 –1.96 –4.1 CanFiteBiopharm(CANF) 42401 1.85 +0.40 +27.6 Roku(ROKU) 12508490 126.80 +34.35 +37.2
Name (Sym) Volume Close Change %Chg. DeltaAir(DAL) 7769003 24.27 –0.12 –0.5 MAG Silver(MAG) 36104 9.57 –0.07 –0.7 GileadSciences(GILD) 11947503 83.99 +10.48 +14.3
HomologyMed(FIXX) 3085 13.42 –5.26 –28.2 Procter&Gamble(PG) 7287952 124.69 +10.03 +8.7 Seaboard(SEB) 316912997.00–351.09 –10.5 ZoomVideo(ZM) 9692816 150.06 +25.55 +20.5
NortheastBank(NBN) 258 10.51 –3.60 –25.5 WellsFargo(WFC) 7002377 28.38 –4.82 –14.5 Cel-Sci(CVM) 30627 10.93 –1.18 –9.7 Intel(INTC) 7335970 60.36 +3.22 +5.6
BelFuse B(BELFB) 327 7.43 –2.34 –24.0 ExxonMobil(XOM) 6814965 43.22 +0.09 +0.2 SilverCrestMetals(SILV) 29967 5.68 +0.15 +2.7 MicronTech(MU) 5880450 45.70 –0.43 –0.9
MTS Systems(MTSC) 1317 18.36 –5.41 –22.8 AbbottLabs(ABT) 6792100 96.01 +9.97 +11.6 GoldResource(GORO) 29907 3.60 +0.06 +1.7 Costco(COST) 5574632 317.92 +17.91 +6.0
Cimpress(CMPR) 2167 50.19 –14.13 –22.0 BerkHathwy B(BRK.B) 6713590 191.20 –2.64 –1.4 iBio(IBIO) 28169 0.91 –0.03 –3.0 UnitedAirlines(UAL) 5341042 29.08 –2.42 –7.7
PacificMercBncp(PMBC) 387 3.57 –0.94 –20.8 Walmart(WMT) 6149006 132.12 +10.32 +8.5 GoldenStarRscs(GSS) 25116 2.19 –0.32 –12.7 Adobe(ADBE) 5294647 344.11 +25.41 +8.0
FirstInternetBncp(INBK) 223 14.56 –3.83 –20.8 HomeDepot(HD) 6010105 209.42 +7.89 +3.9 AIM Immuno(AIM) 23480 2.50 –0.01 –0.4 CiscoSystems(CSCO) 4909689 42.48 +1.28 +3.1
BankofCommerce(BOCH) 227 6.42 –1.66 –20.5 Chevron(CVX) 5925989 87.17 +2.86 +3.4 AmerGold&Silver(USAS) 21766 2.02 +0.24 +13.5 PayPal(PYPL) 4832001 111.85 +6.01 +5.7
Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer
than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock
split or stock dividend amounting to 10% or more. X-Ex-dividend
Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment and are conservatively lowering our 2020 and group decline), Grand Canyon is trading at
2021 estimates, given the various moving 11.3 times enterprise value/Ebitda and 14
research firms. The reports are a sampling of analysts’ thinking; they should not be pieces and overall degree of uncertainty. times diluted EPS, based on our reduced
considered the views or recommendations of Barron’s. Some of the reports’ issuers have Invacare was able to drive flat organic rev- 2020 estimates, a premium to its post-second-
provided, or hope to provide, investment-banking or other services to the companies enue growth (0.1%) and revenue of $218 mil- ary education peer group.
being analyzed. lion in the first quarter, while its operating Given that the core Grand Canyon Uni-
loss, Ebitda, and free cash flow [compared fa- versity business is solid (despite reductions
vorably to those in] first-quarter 2019. Given around ancillary revenue) and that Orbis’
Kraft Heinz • KHC-NYSE mium rebates or holidays. There are still that these results mostly reflected dynamics growth is accelerating, we would take the
Overweight • Price $28.05 on April 15 uncertainties, and a weaker economy could ahead of the full impact of Covid-19, we are opportunity of current weakness to estab-
by Wells Fargo Securities impact commercial enrollment for 2021. trimming our estimates. lish or add to positions for long-term capi-
But, on balance, we still think that United- tal gains. [Orbis provides health-care edu-
We’re upgrading Kraft Heinz to Overweight Health is a core holding. We like its strong Grand Canyon Education cation services.]
from Equal Weight. Over the past five years, balance sheet, management team, and stra- • LOPE-Nasdaq Our price target goes to $110 from $125
market sentiment around Kraft Heinz has tegic design to weather broader uncertain- Outperform • Price $75.57 on April 15 to reflect our reduced near-term earnings
swung from euphoria to despair. Now, we ties. Price target: $341 (previously $332). by Barrington Research expectations and lower valuation multiples
think, investors can benefit from extreme overall. That still suggests more than 45%
negativity. Our work suggests that Kraft American Express • AXP-NYSE Down 18% year to date (versus a 20% peer upside from current levels.
Heinz’s portfolio is far from being as “off 4 Stars (out of 5) • Price $90.33 on April 13
trend” as bears claim, internal savings can by Morningstar
self-fund reinvestment, and adjacent U.S. INSIDER TRANSACTIONS: Recent Filings
categories, generating around $4 billion in We believe that American Express’ resilient Purchases Sales
$ Val $ Val
annual sales, afford new growth areas. business model and attractive valuation of- Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
We think the consensus is far too bearish, fer a margin of safety in this turbulent en- Keros Therapeutics KROS 5 1,390,198 29,987 Take-Two Interactive Software TTWO 2 439,712 52,346
as even our fiscal-year 2022 estimates include vironment. While we consider both Dis- Mersana Therapeutics MRSN 1 538,599 4,169 Crowdstrike CRWD 1 549,498 32,820
Ngm Biopharmaceuticals NGM 2 225,204 3,367 Cloudera CLDR 1 2,467,827 20,092
flattish revenue/+1.5% Ebitda (earnings be- cover Financial [DFS] and Capital One Simply Good FoodsSMPL 7 125,089 2,060 Zoom Video Communications ZM 3 150,261 17,814
fore interest, taxes, depreciation, and amorti- [COF] to be highly attractive, and each Liquidity Services LQDT 1 141,565 668 Sba Communications SBAC 2 57,937 17,646
zation), versus our 2%+/4%+ normalized trades at a greater discount to our fair Hingham Institution For SavingsHIFS 4 4,423 666 Okta OKTA 3 130,000 17,273
Stitch Fix SFIX 1 50,000 635 Masimo MASI 8 81,830 15,218
growth estimates. Furthermore, an about 6% value estimates, AmEx is the only one of Huntington Ingalls Industries HII 1 3,117 601 Uber Technologies UBER 1 510,000 13,780
dividend yield provides income as the turn- the three with a wide moat, largely due to Williams-Sonoma WSM 1 9,600 485 Ares Management ARES 3 361,442 12,604
2 23,100 475 1 350,000 11,068
around takes hold. We’re raising our fiscal- its high-return global-payment network. Bancorpsouth BankBXS Biohaven Pharmaceutical CompanyBHVN
Apogee Enterprises APOG 1 25,140 471 Apple AAPL 1 41,062 10,858

2020-21 earnings-per-share estimates from This gives us more confidence that AmEx Bank OzkOZK 2 23,450 458 Digital Realty Trust DLR 3 67,800 9,981
$2.35/$2.25 to $2.38/$2.28) and our 12-month can navigate the Covid-19 crisis relatively Park National PRK 1 5,000 380 Bj'S Wholesale Club BJ 1 300,000 7,539
Salem Media SALM 2 302,241 323 Zscaler ZS 1 110,000 7,150
stock price target to $38 from $28. unscathed and be quick to benefit from a
Spirit Of Texas Bancshares STXB 1 26,019 313 Emergent Biosolutions EBS 1 103,654 6,330
rebound in economic activity. Mgm Resorts InternationalMGM 3 15,152 229 Cadence Design Systems CDNS 3 77,906 5,698
UnitedHealth Group •UNH-NYSE Currently, AmEx trades at a more than Perspecta PRSP 2 8,856 178 Acceleron Pharma XLRN 2 60,000 5,177
Protalix Biotherapeutics PLX 1 64,000 155 Vmware VMW 1 34,626 4,516
Outperform • Price $281.68 on April 16 35% discount to our fair value estimate of Winnebago Industries WGO 1 3,000 113 Alteryx AYX 2 43,000 4,423
by RBC Capital Markets $125 per share. Its greatest challenge over Silvercrest Asset Management SAMG 1 10,475 100 Novocure LtdNVCR 1 58,500 4,102
the next decade will be adapting to the An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to
First-quarter results were better than ex- evolving technological landscape in pay- the SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include
pension-plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or trades under 100
pected, reflecting solid results as well as ments, while targeting a new generation of shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales,
limited impact from Covid-19. That said, millennial consumers, who don’t place as and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters
even with the Covid impact accelerating much importance on AmEx’s brand when
through the second quarter, the benefit of selecting a credit card. We think that mil- INSIDER TRANSACTIONS RATIO
weaker [health insurance] utilization, and lennials place much more emphasis on re-
60
deferral of surgical volumes will more than wards and merchant acceptance when de-
offset Covid, driving the lowest medical loss ciding how to pay. AmEx has made 50
ratio [the percentage of premiums spent on significant strides to increase acceptance Bearish
40
claims and other health-care expenses] of throughout North America, but the general
the year. Even with a presumed directional perception is that its cards are not as 30
turn toward normalcy starting in the sec- widely accepted.
20
ond half, it looks like the enterprise will
perform quite well in 2020, which may ex- Invacare • IVC-NYSE 10
plain efforts to increase flexibility of exist- Sector Weight • Price $7.15 on April 15 Bullish Ratio = 6
0
ing benefits and the consideration of pre- by KeyBanc Capital Markets A M J J A S O N D J F M A
To be considered for this section, material While preliminary first-quarter results were Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish.
should be sent to Research@barrons.com. generally consistent with expectations, we The total top 20 sales and buys are 276,434,407 and 45,831,753 respectively; Source: Thomson Reuters

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Market Watch
This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.
”Retailing is early-cycle because it is most often the consumer who leads us into a recession and the
consumer who leads us out. We think that will be the case this recession, as well.” —PAT TSCHOSIK,, NDR
Bullish on Retailing stage investments with the crisis, with mo- months forward 91% of the time, with Rus- the first quarter of 2021.
dalities such as cell and gene therapy, anti- sell 2000 outperformance the rule. These —ISAAC MENG, STEPHEN CHANG
U.S. Sectors: Equities sense oligonucleotides, and RNA inter- findings are consistent with our work, which
NDR Ned Davis Research ference technologies breaking full steam into shows that the bear-market laggards be- ZIRP It On Interest Rates
ndr.com the commercial spotlight, we do not foresee come the new bull-market leaders.
any major changes to the innovative environ- —JULIAN EMANUEL, MICHAEL CHU Rates Strategy
April 17: Retailing is early-cycle because it ment. MUFG Securities
is most often the consumer who leads us We are witnessing an unprecedented Recession Slams China mufgsecurities.com
into a recession and the consumer who leads level of cooperation and speed in this pan-
us out. We think that will be the case this demic from basic science to even manufac- Cyclical Outlook April 10: We remain deeply concerned over
recession, as well. As soon as shelter-in- turing as 70+ biotechs rapidly shift focus Pimco risks our models glean for a “double-dip”
place restrictions end, we expect consumer toward the common goal of developing a pimco.com economic recession, beginning over the time
spending to pick up or at least become less treatment and vaccine. Again and again, we period from 2H-2022 through year-end 2023.
bad. Improved spending should be the start have heard from management and doctors April 15: The economic loss [in China] is un- Our models’ forecast for a double-dip U.S.
of the emergence from recession.... the unprecedented level of communication precedented: In nine weeks of lockdown, in- recession remains a complete outlier in com-
If you went overweight S&P Retailing at and access available at all levels. Partner- dustrial production and services contracted parison to the market consensus estimates,
the start of every recession and closed out ships are being created at record speeds to about 10 to 15 percentage points from their Blue Chip surveys, and official central
the trade at the end of every recession, you immediately join the hunt—sometimes even pre-pandemic levels, and the unemployment banks’ and governmental projections.
would have an average annualized relative re- with deal-term negotiations ongoing. It took rate could rise to 8%-9% from 5%. The first Notwithstanding such a controversial in-
turn of 12.3%. Since 1954, Retailing has only our community roughly three months from quarter of 2020 will mark the recession termediate-term outlook, should our models’
underperformed during the 1960-1961 reces- viral genetic-sequence selection to the first trough in China, in our view, with gross do- macro-economic forecasts for the years 2020
sion. Retailing had some of its best relative human study for vaccine development—a re- mestic product estimated to fall 10 percent- through 2023 prove accurate, then our inter-
performance during the two recessions with cord milestone nearly 17 months ahead of age points below its pre-Covid level. [China est-rate models spy risk that official mone-
the biggest declines in payrolls (1957, 2007)... the vaccine-development timeline for SARS reported Friday that first-quarter GDP con- tary policy in the U.S. (and likely else-
Even though Amazon.com [ticker: (2003) and, most recently, several weeks tracted by 6.8%.] For comparison, even dur- where) remains remarkably accommodative:
AMZN] is the primary reason S&P 500 Re- ahead of Zika virus (2016) development. ing the global financial crisis, China’s GDP The federal funds policy target rate
tailing has outperformed by 1,800 basis —BRIAN ABRAHAMS, GREGORY RENZA, GILBERT didn’t contract. likely may remain at ZIRP [zero interest-
points, year-to-date, we are encouraged by KINSEY, YINGLU ZHANG Fiscal stimulus to date has increased to rate policy] from 2020 through 2023.
Retailing sub-industry performance. Only 16% of GDP, consisting of a 5% budget defi- The Federal Reserve’s Q.E. Treasury
two of nine sub-industries, Department Good News for Small Caps cit, 6% in special government-bond financing purchase program likely may be expanded
Stores and Computer & Electronics Retail, investments, and the rest in liquidity/credit by an additional $1.50 trillion over the near-
have made lower relative-strength lows BTIG Quick View supports. Although the fiscal impulse could term, followed by another expansion of near
since March 23. Since April 2, equal- BTIG add four to five percentage points to GDP, $2.00 trillion over the intermediate-term.
weighted S&P 500 Retailing has outper- btig.com the multiplier effects are weak for both cor- The Federal Reserve’s other non-conven-
formed the equal-weighted S&P 500 by over porate and household spending. We expect tional policies likely may be extended and
800 basis points. April 16: The economic aspect of the virus is the People’s Bank of China to cut policy expanded, as well, over the near-term and-
—PAT TSCHOSIK centered on Main Street—small businesses rates by 30 to 50 basis points and keep li- intermediate-term.
and their employees devastated by the sud- quidity ample, while efforts to maintain sta- In turn, it would not surprise us that the
A Surge in Biotech Funding den shutdown, in contrast to 2007-09’s Great bility in the yuan will be continued. “shape,” slope and “level” of the U.S. Trea-
Financial Crisis, driven by imbalances from Economic activity will likely follow a U sury yield curve might resemble that of Jap-
Equity Research Wall Street and the broader financial indus- shape over the course of 2020. The global anese government bonds from a few years
RBC Capital Markets try. Nowhere is this more apparent than in recession will hit exports primarily in the ago. For example: a 2-year Treasury Note
rbc.com measuring the relationship of the small-cap second and third quarters of 2020, domestic yield of near 0.075%; a 5-year Treasury
Russell 2000 volatility index, RVX, to the demand is still hampered by quarantine Note yield of near 0.25%, a 10-year Trea-
April 17: Funding continues to pour into bio- S&P 500’s VIX; the spread closed today at curbs, and stimulus transmission is weak sury Note yield of near 0.54%, and a 30-year
tech, with the first quarter of 2020 just set- 13.82, RVX over VIX, an all-time high in amid spreading bankruptcies and job Treasury Bond yield of near 1.77%.
ting a fresh record for biopharma venture small-cap relative riskiness. Yet when this losses. We forecast GDP growth in 2020 —JOHN D. HERRMANN
funding in the U.S., highlighting an unprece- spread reaches the top decile (>8.25), will be in a broad -4% to +2% range, the
dented level of innovation and expectations stocks tend already to be in a distressed first severe economic recession in China To be considered for this section, material, with
for sustained value creation. Though we state, and while the near-term forward re- since 1976. The economy likely will not re- the author’s name and address, should be sent
could see some reprioritization among early- turn profile is mixed, stocks are higher 12 cover to the fourth-quarter 2019 level until to MarketWatch@barrons.com.
New York Stock Exchange Composite List

FIVE-DAY DOW COMPOSITE
NOTICE TO READERS:
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters Race for the Cure: The Dow rose 2.2% this past week, spurred higher by hopes for a
successful coronavirus treatment. Dow Inc. fell 8.6%, while UnitedHealth Group rose 10%
Please visit the new Market Lab home page on barrons.com under Data. after reporting better-than-expected earnings.
www.barrons.com/market-data/market-lab Monday Tuesday Wednesday Thursday Friday
24300
- Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
24000
A
10.29 9.25 AlussaEnergyA ALUS ... ... 9.69 –0.01 ... ... ... ...
0.90 0.74 AlussaEnergyWt ALUS.WT ... ... .75 ... ... ... ... ...
22.90 8.74 AmbacFin AMBC ... dd 15.53 –0.30 –4.69 –1.31 –.87 ...
52.78 8.56 AAR AIR 1.7 15 18.11 –1.77 .21 1.93 .94 .075 10.53 3.26 AmbacFinWt AMBC.WT ... ... 5.99 –0.42 ... ... ... ...
25.30 14.71 ABB ABB ... 26 17.67 –0.43 .67 .81 1.13 ... 5.45 2.00 Ambev ABEV ... 12 2.22 –0.18 .19 .14 .15 ... 23700
42.67 19.79 ABMIndustries ABM 2.3 15 32.88 +3.95 1.90 1.63 1.95 .185 11.77 5.80 Amcor AMCR 5.3 28 8.78 –0.38 .36 .62 .67 .115 (Prev Thu's
11.38 3.51 ACCO Brands ACCO 4.6 5 5.71 –0.40 1.06 1.24 1.37 .065 87.66 58.74 Ameren AEE 2.5 23 77.83 –1.17 3.35 ... 3.77 .495 Close)
9.71 3.41 ADT ADT 2.6 dd 5.37 +0.02 –.57 1.02 1.09 .035 26.19 13.11 Ameresco AMRC ... 19 17.54 –0.15 ... .91 1.09 ...
52.40 21.76 AECOM ACM ... dd 32.85 –0.23 –1.66 2.21 2.91 ... 18.04 10.12 AmericaMovil AMX 3.3 12 11.15 –0.34 .83 19.50 25.45 .1776
21.23 8.11 AES AES 4.4 29 13.12 –1.60 .45 1.42 1.57 .1433 17.94 10.42 AmericaMovil A AMOV 3.3 12 11.10 –0.53 .83 .96 1.13 .1776 23400
57.18 23.07 Aflac AFL 3.1 8 36.48 –1.60 4.43 4.37 4.54 .28 49.26 20.15 AmericanAssets AAT 4.6 31 26.25 –3.34 .84 1.26 1.35 .30
81.39 35.33 AGCO AGCO 1.3 31 49.49 –2.61 1.63 ... ... .16 16.29 2.50 AmericanAxle AXL ... dd 3.74 –0.49 –4.31 –.64 .57 ...
17.32 1.46 AG Mortgage MITT .0 1 3.10 –0.34 2.39 1.85 .90 .45 50.94 20.13 AmCampus ACC 5.6 56 33.67 –0.38 .60 .68 .79 .47 -328.60 +558.99 -445.41 +33.33 +704.81
4.08 1.30 AHBeloA AHC 22.1 3 1.45 +0.04 ... .22 .28 .08 24.30 6.62 AmerEagle AEO .0 8 9.24 –0.39 1.12 ... ... .1375 23100
15.96 1.95 AMC Ent AMC 3.8 dd 3.20 +0.60 ... –4.12 –1.00 .03 104.97 65.14 AEP AEP 3.2 22 86.38 +0.07 3.88 4.32 4.66 .70 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
89.22 47.55 AMN Healthcare AMN ... 23 56.15 –6.07 2.40 3.37 3.72 ... 58.77 37.05 AmerElecPwrUn AEP.PRB 5.8 ... 52.21 +0.13 ... ... ... .7656
11.19 6.39 AMTD Intl HKIB ... ... 8.00 –0.80 ... .39 .51 ... 34.16 9.07 AmEqtyLf AEL 1.5 7 19.77 –2.65 2.68 4.63 4.80 .30
2.44 0.34 ARC Document ARC 6.1 10 .66 –0.12 .07 ... .10 .01 138.13 67.00 AmerExpress AXP 2.0 11 87.39 –7.43 7.99 6.44 8.07 .43
5.70 3.17 ASETech ASX 2.4 17 4.34 +0.37 .26 .36 .39 .1607 115.03 44.01 AmericanFin AFG 2.5 7 71.36 –9.13 9.85 7.84 8.63 .45
72.66 29.04 ASGN ASGN ... 12 38.69 –1.14 3.28 2.94 3.74 ... 29.89 17.50 AmHomes4Rent AMH .8 87 24.85 +0.16 ... .16 .20 .05 - Earnings - - Earnings -
39.70 26.08 AT&T T 6.7 16 31.23 +0.50 1.89 3.50 3.70 .52 58.66 16.07 AIG AIG 5.2 7 24.50 –2.04 3.74 3.91 4.84 .32 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
8.29 3.43 A10Networks ATEN ... dd 6.81 +0.40 –.23 .22 .22 ... 16.75 0.38 AIG Wt AIG.WT ... ... .81 –0.21 ... ... ... ... High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
67.51 31.82 AXIS Capital AXS 4.2 12 38.84 –3.53 3.37 4.97 5.67 .41 17.89 5.99 AmRltyInv ARL ... dd 7.74 –3.22 –1.00 –4.46 –4.43 ...
50.36 19.31 AZZ AZZ 2.5 11 27.36 –2.22 1.96 2.75 2.49 .17 13.80 5.64 AmericanRenal ARA ... dd 6.38 –0.76 –.68 –.30 –.15 ... 86.62 39.25 ArrowElec ARW ... dd 55.29 –3.91 –2.44 6.33 7.90 ... 82.82 51.26 Ball BLL .9 42 70.20 +0.26 1.66 2.83 3.28 .15
78.65 13.01 Aaron's AAN .7 59 24.59 –0.65 .46 4.09 4.51 .04 96.64 65.11 AmerStWater AWR 1.4 39 89.09 +1.12 2.28 2.27 2.39 .305 38.09 17.69 ArtisanPtrsAsset APAM 10.8 9 22.88 +0.04 2.65 2.38 2.42 .60 19.12 6.44 BancCalifornia BANC 2.7 cc 8.98 –0.41 ... .32 .48 .06
97.75 61.61 AbbottLabs ABT 1.5 48 96.01 +9.97 2.06 2.93 3.70 .36 260.43 174.32 AmerTowerREIT AMT 1.6 60 254.06 –5.54 4.24 4.39 4.99 1.08 123.45 39.36 AsburyAutomotive ABG ... 6 58.12 –2.31 9.55 6.78 8.81 ... 12.58 2.21 BancoBBVA BBAR 9.4 1 2.77 +0.19 3.15 1.99 1.26 .261
97.86 62.55 AbbVie ABBV 5.7 16 83.45 +3.70 5.28 9.62 10.32 1.18 19.60 11.35 AmerVanguard AVD .5 32 14.70 –0.86 .46 ... ... .02 5.82 0.47 AshfordHosp AHT .0 dd .69 –0.05 –1.58 –1.16 –.72 .06 6.32 2.79 BancoBilbaoViz BBVA 7.9 4 2.89 –0.34 .74 ... ... .1728
30.63 7.42 Abercrombie&Fitch ANF 7.2 18 11.07 –0.30 .60 ... .77 .20 141.70 92.00 AmerWaterWorks AWK 1.5 38 131.76 +0.01 3.43 3.85 4.22 .50 81.82 38.88 AshlandGlobal ASH 1.9 6 56.80 –0.84 8.03 2.47 3.76 .275 8.62 2.80 BancoBradesco BBDO 4.3 5 3.54 –0.16 ... ... ... .0034
29.55 10.05 AcadiaRealty AKR 10.1 19 11.50 –3.09 .62 .20 .22 .29 40.42 23.30 AmericoldRealty COLD 2.5 cc 34.27 –1.68 .26 .52 .58 .21 10.71 3.03 AspenAerogels ASPN ... dd 6.50 +0.05 –.60 –.30 –.02 ... 30.28 12.50 BancodeChile BCH 3.7 cc 16.73 –0.82 .02 1.49 1.66 .5131
13.35 5.22 AccelEnt ACEL ... dd 9.00 +0.21 –.09 .33 .59 ... 180.85 80.01 Ameriprise AMP 3.5 8 110.95 –9.52 13.92 15.67 17.49 .97 34.02 13.94 AssetMarkFin AMK ... dd 21.54 –0.48 –.01 1.01 1.07 ... 22.85 7.73 Bladex BLX 9.3 5 10.72 +0.74 ... 2.19 2.23 .25
3.30 0.85 AccelEntWt ACEL.WT ... ... 1.81 –0.01 ... ... ... ... 97.50 70.55 AmerisourceBrgn ABC 1.9 29 89.19 +1.38 4.04 ... ... .42 23.26 10.23 AssociatedBanc ASB 5.8 7 12.44 –1.97 1.91 .80 1.39 .18 77.31 14.05 BancoMacro BMA 13.3 2 16.39 –0.18 ... 8.57 9.44 2.202
216.39 137.15 Accenture ACN 1.8 23 175.09 –2.83 7.36 7.65 8.13 .80 102.31 54.82 Ametek AME .9 21 80.31 +2.08 3.75 3.70 4.62 .18 65.46 24.33 AssocCapital AC .5 21 36.59 +0.44 ... ... ... .10 12.85 4.39 BancSanBrasil BSBR 12.3 9 5.07 –0.37 .53 .74 .80 .0645
30.93 7.96 AcornIntl ATV ... 4 10.29 –0.36 ... 2.60 2.73 ... 30.87 3.64 AmiraNatureFds RYCE ... ... 9.87 +2.65 –2.30 8.80 11.20 ... 142.61 76.27 Assurant AIZ 2.4 19 105.81 –6.58 5.84 9.38 10.81 .63 30.47 11.43 BcoSantChile BSAC ... 31 15.44 –1.36 .02 1.58 1.75 ...
147.44 67.46 AcuityBrands AYI .6 11 86.36 –5.78 8.29 7.43 ... .13 14.30 2.27 AmnealPharm AMRX ... dd 3.39 +0.07 ... .49 .62 ... 50.77 13.64 AssuredGuaranty AGO 2.6 8 30.61 –1.88 4.04 3.29 3.78 .20 8.58 2.58 BcoSantMex BSMX 11.6 3 2.70 –0.19 ... .75 .77 .1855
33.50 20.65 Acushnet GOLF 2.6 15 24.24 –0.42 1.60 1.30 1.61 .155 4.92 1.94 Ampco-Pitt AP ... dd 3.17 +0.29 –1.67 .38 .46 ... 51.55 36.15 AstraZeneca AZN 2.7 96 50.03 +5.37 .52 2.00 ... .95 5.16 2.04 BancoSantander SAN 11.8 5 2.14 –0.19 .41 .32 .38 .109
8.70 3.31 Adecoagro AGRO ... dd 4.06 –0.49 –.01 .17 .69 ... 110.24 63.05 Amphenol APH 1.2 22 84.22 +2.31 3.75 3.23 3.82 .25 24.81 1.20 AtHomeGroup HOME ... dd 1.96 –0.05 –3.35 ... .40 ... 56.10 16.27 BanColombia CIB 4.1 6 27.90 –0.02 ... 4.06 4.55 .4631
29.28 5.90 Adient ADNT ... dd 11.19 –1.30 –5.25 –.65 1.90 ... 13.23 0.49 AmplifyEnergy AMPY 84.2 dd .79 –0.11 –1.20 .09 –.15 .10 3.75 0.87 Atento ATTO ... dd 1.01 +0.03 –1.11 .24 .28 ... 32.97 17.24 BancorpSouth BXS 3.6 9 20.78 –2.26 2.30 1.77 2.14 .185
51.79 19.76 AdtalemGlbEduc ATGE ... 15 27.82 +1.28 1.60 2.46 2.99 ... 7.00 3.98 Amrep AXR ... dd 4.10 –0.28 .19 .40 .76 ... 10
50.43 13.37 Athene ATH ... 2 25.46 –4.89 11.41 ... 7.72 ... 35.72 17.95 BankofAmerica BAC 3.1 23.28 –1.58 2.75 1.62 2.29 .18
175.39 71.33 AdvanceAuto AAP .8 17 118.86 +12.00 6.84 8.95 8.63 .25 63.71 26.04 Anaplan PLAN ... dd 36.75 +0.98 –1.15 –.45 –.26 ... 43.50 10.85 AtkoreIntl ATKR ... 7 22.23 –2.87 2.83 3.44 ... ... 40.65 13.76 BankofButterfield NTB 9.6 6 18.34 –0.83 3.33 2.68 ... .44
33.15 28.55 AdvDisposalSvcs ADSW ... dd 32.25 –0.38 –.07 .29 .41 ... 24.79 11.29 AngloGoldAsh AU ... dd 21.76 +0.28 –.03 2.10 ... ... 2.67 1.70 AtlanticPower AT ... dd 2.09 –0.02 –.39 .14 .22 ... 95.68 46.70 BankofHawaii BOH 4.7 10 57.63 –5.09 5.56 3.55 4.45 .67
51.60 22.13 AdvDrainageSys WMS 1.0 dd 35.98 +0.03 1.22 –.79 1.34 .09 102.70 32.58 AB InBev BUD 3.2 ... 45.95 –2.95 ... 2.75 3.58 1.1217 14.62 5.39 Atlas ATCO 7.0 4 7.13 +0.04 1.72 .98 1.07 .125 79.93 38.31 BankofMontreal BMO 6.4 8 49.84 –3.93 6.53 6.21 6.51 .7976
33.62 8.06 AdvanSix ASIX ... 7 10.51 –1.13 1.43 2.14 2.40 ... 99.39 52.94 AnixterIntl AXE ... 12 89.09 –0.72 7.67 4.71 5.74 ... 121.08 77.92 AtmosEnergy ATO 2.1 25 110.70 +5.50 4.35 4.66 ... .575 51.60 26.40 BankNY Mellon BK 3.3 8 37.39 +0.25 4.51 3.68 3.78 .31
5.26 1.80 Aegon AEG 5.8 ... 2.45 –0.32 .63 .69 .70 .1735 10.50 3.51 AnnalyCap NLY 16.6 dd 6.02 –0.05 –1.60 1.00 1.04 .25 9.37 0.60 AuroraCannabis ACB ... dd .69 –0.19 –.22 –.95 ... ... 58.22 31.94 BkNovaScotia BNS 7.1 8 38.84 –2.22 5.06 4.73 ... .6801
64.86 10.42 AerCap AER ... 3 24.43 –1.33 8.51 6.63 ... ... 13.77 1.69 AnteroMidstream AM 34.9 dd 3.52 +1.00 –.80 .90 1.02 .3075 117.50 59.54 Autohome ATHM .9 21 79.68 +7.45 3.91 28.80 33.01 .77 37.60 14.50 BankUnited BKU 4.9 6 18.85 –2.52 3.13 1.91 3.30 .23
57.27 31.87 AerojetRocket AJRD ... 26 43.55 +0.06 1.69 1.83 2.03 ... 8.32 0.64 AnteroResources AR ... dd 1.38 –0.09 –1.11 –.26 –.36 ... 87.01 38.16 Autoliv ALV .0 11 56.25 –1.41 5.29 3.90 6.14 .62 10.22 3.41 Barclays BCS 3.2 ... 4.55 –0.33 .73 .33 .85 .148
114.64 44.37 AffiliatedMgrs AMG 2.0 cc 62.95 –3.65 .31 11.95 ... .32 312.48 171.03 Anthem ANTM 1.4 15 267.82 +25.36 18.47 ... ... .95 53.19 20.59 AutoNation AN ... 6 31.46 –2.19 4.97 3.91 4.39 ... 10.59 4.67 BaringsBDC BBDC 9.5 6 6.74 –0.44 1.16 .64 .71 .16
90.64 61.13 AgilentTechs A .9 33 79.55 +1.22 3.37 3.16 3.61 .18 4.32 0.79 AnworthMtg ANH 32.3 dd 1.33 –0.17 –.65 .41 .42 .09 1274.41 684.91 AutoZone AZO ... 15 991.80 +50.97 63.43 ... ... ... 5.10 1.11 Barnes&NobleEduc BNED ... dd 1.91 –0.30 –.52 –.20 .11 ...
64.88 31.00 AgnicoEagle AEM 1.5 27 53.88 +4.89 2.00 1.27 2.09 .20 238.19 143.93 Aon AON .9 30 190.81 –1.24 6.37 ... 11.50 .44 96.96 54.21 Avalara AVLR ... dd 84.36 +10.64 –.68 –.21 .02 ... 68.60 30.22 BarnesGroup B 1.6 13 40.16 –2.37 3.07 1.96 2.63 .16
80.51 45.23 AgreeRealty ADC 3.8 32 62.29 –5.50 1.93 1.76 1.83 .585 37.40 3.80 Apache APA 1.2 dd 8.49 +0.29 –9.43 –2.24 –1.19 .025 229.40 118.17 Avalonbay AVB 3.7 30 170.37 +3.01 5.63 4.61 4.91 1.59 25.11 11.65 BarrickGold GOLD 1.1 11 24.54 +2.03 2.26 .69 .88 .07
49.96 8.41 AirLease AL 2.5 5 23.76 –2.28 5.09 5.04 5.88 .15 55.68 24.53 ApartmtInv AIV 4.2 12 39.15 –0.82 3.15 .69 .32 .41 57.24 35.62 Avangrid AGR 3.8 20 45.99 +0.07 2.26 2.27 2.47 .44 31.97 11.15 BauschHealth BHC ... dd 17.41 –0.60 –5.08 ... 4.80 ...
257.01 167.43 AirProducts APD 2.4 26 221.50 +2.18 7.94 9.00 10.19 1.34 43.37 2.89 Apergy APY ... 11 7.46 –1.84 .67 –.43 –.38 ... 48.07 19.46 AvanosMedical AVNS ... dd 30.88 +1.93 –.96 .85 1.20 ... 95.00 69.10 BaxterIntl BAX .9 47 92.95 +6.06 1.93 3.58 3.94 .22
132.96 70.99 AlamoGroup ALG .6 17 90.09 –8.62 5.33 5.70 7.19 .13 7.92 1.95 Aphria APHA ... 40 3.60 +0.40 –.05 ... .02 ... 19.59 6.66 Avantor AVTR ... dd 13.68 –0.24 –.84 ... .89 ... 2.32 0.19 BaytexEnergy BTE ... dd .24 –0.05 –.02 –.29 –.21 ...
7.78 3.34 AlamosGold AGI ... 26 6.38 +0.04 .25 .28 .44 ... 19.76 4.12 ApolloComRlEst ARI 19.2 6 8.32 –0.95 1.40 1.49 1.40 .40 22.35 6.13 Avaya AVYA ... dd 8.76 –0.76 –6.06 2.81 4.24 ... 17.23 4.39 BeazerHomes BZH ... dd 5.48 –0.70 –2.60 ... ... ...
72.22 20.02 AlaskaAir ALK 5.0 5 29.93 –1.68 6.19 –2.13 4.61 .375 52.67 19.46 ApolloGlbMgmt APO 6.0 10 38.87 –0.29 3.71 2.18 2.78 .89 141.09 76.96 AveryDennison AVY 2.1 31 109.36 –5.67 3.57 6.27 ... .58 286.72 197.75 BectonDicknsn BDX 1.2 96 261.40 +13.95 3.94 11.43 13.03 .79
92.05 30.46 AlbanyIntl AIN 1.6 12 48.00 +0.19 ... 2.68 3.15 .19 16.88 4.48 AppleHospREIT APLE .0 11 8.24 –0.90 .77 .72 .55 .10 5.02 0.62 Avianca AVH 8.9 dd 1.16 +0.03 –7.36 –1.46 –.29 .0418 62.28 25.54 Belden BDC .6 dd 33.00 –4.33 –9.37 ... 4.50 .05
99.40 48.89 Albemarle ALB 2.5 12 61.47 –5.55 5.02 4.46 5.27 .385 70.62 30.66 AppliedIndlTechs AIT 2.7 14 47.00 –4.99 3.68 3.73 ... .32 53.00 32.09 Avista AVA 3.6 15 44.51 –0.88 2.97 1.95 2.18 .405 24.03 13.56 BellRingBrands BRBR ... 6 15.92 –0.97 ... ... ... ...
28.92 5.16 Alcoa AA ... dd 7.59 +0.18 –6.07 ... ... ... 126.20 79.84 Aptargroup ATR 1.4 28 102.94 –4.33 3.66 3.69 4.09 .36 32.20 12.92 AxaltaCoating AXTA ... 17 18.26 –0.37 1.06 1.31 1.69 ... 37.36 14.06 BenchmarkElec BHE 3.1 36 20.85 –1.25 .60 1.50 1.91 .16
65.37 39.37 Alcon ALC ... dd 53.13 –0.20 –1.34 1.46 2.07 ... 99.04 29.22 Aptiv APTV 1.4 17 63.92 +1.69 3.85 2.91 4.75 .22 33.44 13.69 AxosFinancial AX ... 7 17.81 –2.54 2.48 ... ... ... 79.92 43.05 Berkley WRB .8 16 56.99 –1.33 3.52 2.87 3.18 .11
25.38 8.32 Alexander&Baldwin ALEX 6.5 dd 11.62 –1.11 –.51 .37 .55 .19 47.22 9.65 Aramark ARMK 2.0 16 21.97 –1.32 1.78 .97 2.59 .11 44.55 5.30 Azul AZUL ... dd 9.34 –0.43 –5.36 ... ... ... 347400 239440 BerkHathwy A BRK.A ... 6 284400 –6100.00 33.22 15254 16580 ...
394.70 228.68 Alexanders ALX 6.0 25 298.24 –4.76 11.74 14.02 14.02 4.50 15.77 3.54 ArborRealty ABR 17.3 5 6.76 –1.05 1.27 .90 1.01 .30 16.80 10.10 AzurePowerGlbl AZRE ... dd 15.31 +0.54 .03 –.59 ... ... 231.61 159.50 BerkHathwy B BRK.B ... 6 191.20 –2.64 33.22 10.17 11.06 ...
175.74 109.22 AlexandriaRlEst ARE 2.7 50 155.31 –2.49 3.12 2.52 3.01 1.03 23.62 6.64 ArcelorMittal MT 1.8 5 9.70 –0.77 –2.42 –.17 1.77 .20 33.72 11.43 BerkshireHills BHLB 6.3 8 15.32 –1.83 1.97 1.99 2.12 .24
B
16.85 9.53 AlgonquinPwr AQN 4.0 14 14.10 +0.06 1.05 .68 .77 .141 101.92 25.37 ArchCoal ARCH 7.1 2 28.06 –6.71 13.52 4.63 10.75 .50 59.16 25.00 BerryGlobal BERY ... 14 36.94 –0.56 3.00 3.90 4.62 ...
231.14 147.95 Alibaba BABA ... 22 209.50 +13.13 5.06 46.58 60.30 ... 47.20 28.92 ArcherDaniels ADM 3.9 15 37.19 –0.39 2.44 ... 3.62 .36 91.99 48.11 BestBuy BBY 3.1 12 70.40 +4.41 5.75 5.24 6.20 .55
847.95 426.87 Alleghany Y .0 9 558.52 –26.30 59.39 39.96 44.15 15.00 11.43 2.09 Archrock AROC 14.9 6 3.89 –0.04 .70 .47 .50 .145 39.33 10.13 BigLots BIG 6.3 3 19.14 –0.49 6.16 3.07 3.27 .30
25.73 4.95 AlleghenyTechs ATI ... 4 7.96 –1.87 1.85 1.01 .94 ... 15.00 5.80 Arconic ARNC ... ... 9.47 –1.32 ... 2.41 2.69 ... 26.13 10.39 B&G Foods BGS 10.2 16 18.59 +1.41 1.17 1.71 1.71 .475 817.00 250.50 BiglariA BH.A ... 5 305.00 +3.00 ... –12.31 –5.29 ...
139.24 77.37 Allegion ALLE 1.3 23 97.63 +2.27 4.29 4.59 4.93 .32 8.41 2.96 ArcosDorados ARCO 1.6 14 3.82 –0.17 ... .09 .36 .03 5.98 1.11 BBX CapitalA BBX 2.9 9 1.75 –0.08 ... ... ... .0125 165.65 37.85 BiglariB BH ... 4 61.61 +1.83 ... –12.31 –5.29 ...
202.22 114.27 Allergan AGN 1.6 dd 187.00 +4.80 –16.02 16.38 17.76 .74 47.85 28.14 Arcosa ACA .5 18 41.38 –0.12 2.32 2.58 2.89 .05 49.58 31.66 BCE BCE 5.7 16 41.66 +0.61 2.54 2.50 2.68 .6008 64.12 23.61 Bill.com BILL ... ... 42.03 –0.31 –.10 –.33 –.36 ...
88.60 50.01 Allete ALE 4.2 16 58.35 –3.53 3.59 3.54 3.86 .6175 36.33 6.30 ArcusBiosci RCUS ... dd 28.11 +12.18 –1.93 –2.34 –2.74 ... 6.75 4.01 BEST BEST ... dd 5.59 +0.16 ... ... 1.63 ... 67.86 26.56 BiohavenPharm BHVN ... dd 38.41 +2.17 –10.91 –8.62 –5.92 ...
166.12 20.51 AllianceData ADS 6.7 dd 37.86 –0.72 5.46 13.30 15.28 .63 21.54 9.20 Ardagh ARD 4.1 dd 13.60 +0.46 ... 1.54 1.66 .14 23.99 5.69 BG Staffing BGSF 12.8 7 9.38 +0.34 1.28 .91 2.04 .30 439.96 281.66 Bio-RadLab A BIO ... 7 427.21 +34.07 ... 8.31 9.67 ...
36.06 13.24 AllianceBernstein AB 12.3 8 20.58 –1.38 2.49 2.21 2.40 .85 9.79 3.73 ArdmoreShipping ASC 3.8 dd 5.24 +0.10 –.69 1.02 .83 .05 59.02 29.78 BHP Group BHP 7.1 11 40.02 +0.51 3.40 ... 3.41 1.30 428.72 287.85 Bio-RadLab B BIO.B ... 7 428.72 +28.25 ... 8.26 9.64 ...
50.46 26.15 AllisonTransm ALSN 2.0 7 34.59 –0.30 4.91 3.25 4.05 .17 17.72 2.78 AresCommRealEst ACRE 17.9 6 7.36 –0.77 1.28 1.28 .96 .33 51.87 23.64 BHP Group BBL 8.7 9 32.97 +0.52 3.40 ... ... 1.30 15.48 9.46 Bitauto BITA ... dd 10.96 +0.45 ... –1.79 7.92 ...
125.92 64.13 Allstate ALL 2.1 7 104.92 +4.58 14.03 10.78 10.82 .54 41.88 20.20 AresMgmt ARES 4.8 31 33.20 –1.95 1.06 1.70 2.20 .40 31.19 18.84 BJ'sWholesale BJ ... 20 27.00 +1.88 1.35 1.72 1.83 ... 87.12 48.07 BlackHills BKH 3.2 21 67.63 –3.03 3.28 3.65 3.93 .535
35.42 10.22 AllyFinancial ALLY 4.9 4 15.37 –1.46 4.34 2.58 3.74 .19 50.92 29.91 Argan AGX 2.7 dd 37.61 –0.28 –2.73 1.83 4.63 .25 17.08 6.41 BP Midstream BPMP 12.0 7 10.99 +1.64 1.58 1.58 1.62 .3475 76.44 50.01 BlackKnight BKI ... 83 67.48 +4.00 .73 2.01 2.23 ...
19.84 7.74 AlpineIncmProp PINE 7.5 ... 10.64 –0.14 ... .24 .46 .20 78.57 27.41 ArgoGroup ARGO 3.6 dd 34.89 –4.26 –.25 2.61 3.72 .31 45.29 15.51 BP BP 10.7 20 23.43 –1.47 1.20 .78 1.76 .63 18.77 4.04 BlackStoneMin BSM 23.2 6 5.17 –1.33 1.01 .69 .46 .30
10.80 3.59 AltaEquipment ALTG ... cc 4.48 –0.52 ... –.17 .42 ... 328.50 156.63 AristaNetworks ANET ... 20 210.02 +0.11 10.63 8.30 9.78 ... 23.24 2.77 BP Prudhoe BPT 28.2 2 4.65 +0.65 ... 4.22 4.98 .4242 9.42 2.70 BlackBerry BB ... dd 4.27 +0.51 –.27 .06 .16 ...
1.84 0.39 AltaEquipWt ALTG.WT ... ... .70 –0.17 ... ... ... ... 8.00 1.40 ArlingtonAsset AI .0 8 2.75 –0.32 .31 .04 .58 .225 9.96 2.27 BRF BRFS ... cc 3.62 +0.06 .09 .28 .29 ... 576.81 323.98 BlackRock BLK 3.0 18 476.87 +5.45 28.43 26.25 29.13 3.63
160.11 75.17 Alteryx AYX ... cc 121.32 +13.40 ... .75 1.22 ... 5.13 1.20 ArloTech ARLO ... dd 2.19 –0.19 –1.14 –.96 –.62 ... 18.75 6.00 BRT Apartments BRT 9.9 dd 8.85 –1.39 1.61 –.86 –1.27 .22 64.97 33.00 Blackstone BX 3.9 17 50.01 +0.84 ... ... 3.10 .61
31.78 15.96 AlticeUSA ATUS ... cc 26.05 +1.45 ... .66 1.10 ... 19.43 7.52 ArmadaHoffler AHH 9.8 22 8.94 –2.57 .41 .46 .41 .22 70.57 40.40 BWX Tech BWXT 1.5 21 52.34 +1.04 2.55 2.79 3.06 .19 40.62 12.67 BlackstoneMtg BXMT 11.4 9 21.67 –0.56 2.35 2.53 2.46 .62
55.03 30.95 Altria MO 8.2 dd 40.85 –0.06 –.70 ... 4.61 .84 21.15 4.95 ArmourRes ARR 23.6 dd 8.66 –0.44 –4.59 2.32 2.33 .17 5.45 0.77 Babcock&Wilcox BW ... dd .95 –0.07 –3.87 –.11 .02 ... 29.62 11.29 BlockHR HRB 7.2 7 14.36 –0.63 2.04 1.08 3.27 .26
10.58 4.61 AlumofChina ACH ... 29 5.23 –0.12 ... ... ... ... 15.10 1.12 ArmstrongFlooring AFI ... dd 1.61 +0.11 –2.42 –2.77 –1.40 ... 70.83 41.50 BadgerMeter BMI 1.2 36 58.63 +2.34 1.61 1.57 1.74 .17 15.45 2.44 BloomEnergy BE ... dd 6.83 +0.69 ... –.72 ... ...
10.33 9.51 AlussaEnergy ALUS.UT ... ... 10.00 ... ... ... ... ... 111.46 62.03 ArmstrongWorld AWI 1.0 17 83.50 –0.79 4.32 4.72 5.18 .20 26.93 9.12 BakerHughes BKR 5.5 60 13.03 +0.17 .23 .32 .40 .18 28.84 2.01 BlueApron APRN ... dd 11.51 +0.19 –4.67 –4.20 –2.69 ...
The Week’s Statistics Bonus Tables: M37 & M39

Barron's 50-Stock Average ............. 35 Dividend Ex-Payment Dates ........... 39 Gold Mining Index ......................... 38 N.Y. Stock Exchange ...................... 23 Stock Volume ................................ 35
Bonds ............................................ 26 DJ Averages ................................... 34 Indexes P/Es & Yields ...................... 35 Nasdaq National Market................ 18 Top Savings Deposit Yields............. 33
Cash Track ..................................... 28 DJ U.S. Total Market Industry Groups 36 Initial Public Offerings.................... 36 New Corporate Listings ................. 39 Trading Diary ................................. 34
Charting the Market ...................... 8 Dow Jones Averages ...................... 34 Investor Sentiment Readings ......... 38 New Highs & Lows ......................... 37 Vital Signs...................................... 2
Closed-End Funds.......................... 32 Dow Jones Per Share Values ........... 35 NYSE Half-Hourly Volume .............. 36 Week In Stocks............................... 35
Key Foreign Market Indexes ........... 27
Coming Earnings ........................... 36 Exchange Traded Portfolios ........... 22 Other Market Indexes .................... 34 Weekly Bond Statistics................... 38
Market Lab .................................... 34
Conference Call Calendar............... 37 Federal Reserve Data Bank ............. 38 Preferred Stock Listings ................. 25 Winners & Losers Stocks ................ 9
Delta Tactical Sentiment ................ 35 Foreign Exchange .......................... 38 Money Rates, U.S. & Foreign .......... 38 Pulse of the Economy..................... 36
Distributions & Offerings ............... 35 Global Stock Markets..................... 27 Money Supply ............................... 38 SEC Form 144 Filings ...................... 35 For statistical queries please contact the
Mutual Funds ................................ 28 Statistics Team: 609-520-4799
Dividend Boosts - Reductions......... 39 Gold & Silver Prices......................... 38 Stock Splits - Special Dividends ...... 39 or email: barronsstats@barrons.com

- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
15.47 3.25 BluegreenVac BXG 9.8 11 5.28 +0.56 .47 .78 ... .13 3.89 0.60 CastlightHealth CSLT ... dd .65 –0.10 –.28 –.13 –.06 ... 9.50 1.80 ContainerStore TCS ... 6 2.14 –0.55 .45 ... ... ... 20.00 7.58 elfBeauty ELF ... 19 10.39 –0.37 .32 ... ... ...
35.40 3.60 BlueLinx BXC ... dd 4.69 –0.31 –1.89 ... .78 ... 68.78 31.04 Catalent CTLT ... 69 57.76 +1.30 .90 1.82 2.10 ... 52.04 6.90 ContinentalRscs CLR .0 5 11.22 –0.97 2.08 –1.42 –.29 .05 93.54 41.85 EMCOR EME .5 11 63.31 –0.04 5.75 5.00 5.62 .08
391.00 89.00 Boeing BA 5.3 dd 154.00 +2.16 –1.12 –1.13 17.87 2.055 12.54 5.13 CatchMarkTimber CTT 7.4 dd 7.32 –0.28 –1.90 –.25 –.18 .135 13.45 2.94 Volaris VLRS ... 4 4.04 +0.24 ... –7.22 15.51 ... 35.54 12.10 ENI E 7.0 cc 18.96 –1.24 .09 .50 1.42 .9173
41.14 20.08 BoiseCascade BCC 1.4 13 27.61 –0.29 2.06 1.49 2.31 .10 150.55 87.50 Caterpillar CAT 3.5 11 116.30 –8.73 10.74 6.00 7.72 1.03 60.39 1.93 ConturaEnergy CTRA ... dd 3.56 –0.44 –16.82 –7.47 –3.30 ... 107.89 27.00 EOG Rscs EOG 3.6 9 41.84 –2.98 4.71 .71 ... .375
26.75 8.25 BonanzaCreekEner BCEI ... 4 14.09 –1.51 3.24 3.82 3.62 ... 19.73 8.52 Cato CATO .0 7 10.71 –0.16 ... .75 .90 .33 365.68 236.68 Cooper COO .0 34 306.28 +9.71 9.33 12.47 13.99 .03 248.27 151.97 EPAM Systems EPAM ... 46 209.94 +17.65 4.53 5.96 7.47 ...
48.11 8.03 BootBarn BOOT ... 9 15.50 –0.48 1.35 ... 1.46 ... 64.86 13.00 CedarFairRec FUN 15.7 8 23.75 +2.15 3.03 .54 2.88 .935 58.60 6.64 Cooper-Standard CPS ... 3 11.16 –1.92 3.92 –1.19 .48 ... 80.75 12.56 EPR Prop EPR 18.7 11 24.58 –1.00 2.32 2.66 2.79 .3825
82.00 54.37 BoozAllen BAH 1.3 25 77.26 +3.01 2.91 3.14 3.45 .31 3.69 0.53 CedarRealty CDR 23.7 dd .85 ... –.12 –.20 –.17 .05 32.97 13.82 CooperT&R CTB 2.2 10 19.31 –2.24 1.91 1.32 2.68 .105 47.00 7.34 EQM Midstream EQM 26.0 21 17.79 +4.53 .56 3.56 3.54 1.16
46.60 17.00 BorgWarner BWA 2.5 7 26.98 +1.24 3.61 2.82 3.74 .17 128.88 52.70 Celanese CE 3.2 12 78.16 –5.75 6.84 8.99 10.46 .62 12.30 4.55 CooTekCayman CTK ... dd 7.00 ... ... .39 1.03 ... 21.67 4.21 EQT EQT .9 dd 13.37 +2.55 –4.79 ... ... .03
15.00 0.24 BorrDrilling BORR ... dd .75 –0.82 ... –1.26 –.84 ... 9.29 2.63 Celestica CLS ... 9 4.53 +0.36 ... .62 .83 ... 116.88 24.00 Copa CPA 6.4 9 49.83 +4.33 ... 2.97 7.24 .80 107.10 62.64 ESCO Tech ESE .4 27 76.77 –1.24 3.10 2.31 3.22 .08
444.65 265.90 BostonBeer SAM ... 44 403.80 +7.16 ... 10.20 12.77 ... 4.73 1.80 CellcomIsrael CEL ... dd 3.27 –0.48 –.25 –.12 .03 ... 75.63 6.68 CoreLabs CLB 8.5 6 11.75 +0.08 2.30 .85 .64 .25 97.10 41.83 EagleMaterials EXP .0 dd 56.76 –9.11 1.47 5.59 ... .10
147.83 77.21 BostonProps BXP 4.1 29 95.50 –10.50 3.30 ... 4.00 .98 9.94 6.53 CementosPacasm CPAC ... 14 6.69 –0.51 .46 .56 .66 ... 24.38 8.33 CoreCivic CXW 15.1 7 11.64 +0.38 1.59 1.35 1.49 .44 7.94 1.52 EarthstoneEner ESTE ... 98 1.67 –0.15 .02 ... ... ...
46.62 24.10 BostonSci BSX ... 12 38.29 +1.46 3.33 1.36 1.81 ... 4.89 1.55 Cemex CX 4.6 15 2.17 –0.08 .01 .12 .24 .0499 51.75 24.69 CoreLogic CLGX 2.4 60 36.74 –1.90 .61 2.95 2.95 .22 29.70 17.20 EasterlyGovtProp DEA 3.8 cc 27.12 –2.20 .10 ... .19 .26
21.19 8.64 Box BOX ... dd 15.49 +0.06 –.98 .38 .60 ... 10.82 1.41 CenovusEnergy CVE .0 2 2.73 –0.03 1.34 –.96 –.39 .0379 49.75 9.25 CorEnergyInfr CORR 23.6 dd 12.70 –11.17 –.40 –.50 1.96 .75 142.69 83.40 EastGroup EGP 2.8 33 107.44 –7.29 3.24 2.48 2.44 .75
36.22 6.44 BoydGaming BYD .0 11 15.08 –0.20 1.38 ... ... .07 74.70 41.62 Centene CNC ... 23 71.29 +4.87 3.14 4.73 5.72 ... 13.85 2.18 CorePoint CPLG 25.0 dd 3.20 –0.62 –3.71 –2.22 –2.21 .20 84.27 34.44 EastmanChem EMN 4.8 10 55.10 –4.61 5.48 6.23 7.23 .66
.
59.11 33.00 Brady BRC 2.0 17 44.29 –3.07 2.46 ... 2.77 .2175 31.17 11.58 CenterPointEner CNP 7.0 12 16.53 –1.28 1.33 1.34 1.40 .29 123.69 90.07 Coresite COR 4.1 58 119.25 –1.53 2.05 1.75 1.90 1.22 4.78 1.50 EastmanKodak KODK ... 1 2.14 –0.02 2.23 –2.43 –.70 ...
13.88 1.14 BraemarHtls BHR .0 dd 2.52 +0.13 –.32 –.07 ... .16 11.69 2.96 CentraisElBras EBR ... 3 4.97 –0.06 1.97 .86 1.04 ... 9.79 2.54 CornerstoneBldg CNR ... dd 4.20 –0.49 –.12 ... .49 ... 105.78 56.42 Eaton ETN 3.7 15 79.26 –2.18 5.25 4.29 5.12 .73
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16.25 7.48 BrandywineRealty BDN 7.2 56 10.57 –0.92 .19 .17 .11 .19 30.82 12.40 CentralPacFin CPF 6.1 7 15.08 –1.76 2.03 1.26 1.39 .23 34.91 17.44 Corning GLW 4.2 20 20.72 –0.46 1.07 1.42 1.86 .22 51.79 23.59 EatonVance EV 4.3 9 34.54 –0.37 ... 3.13 3.12
4.98 2.50 BrasilAgro LND 6.0 9 3.39 +0.23 .85 ... ... .2028 9.99 1.86 CentralPuerto CEPU 4.2 2 2.35 –0.25 .12 .83 2.00 .0988 8.48 1.61 CorpAmAirports CAAP ... 17 1.85 –0.21 .06 –.98 .12 ... 211.24 124.60 Ecolab ECL 1.1 34 178.75 –1.11 5.33 5.50 6.99 .47
25.29 3.86 Braskem BAK 4.6 dd 8.08 +1.56 –1.78 –.61 –.02 .3753 39.31 9.04 CenturyComm CCS ... 5 16.16 –2.80 3.62 3.28 4.00 ... 30.57 15.23 CorpOfficeProp OFC 4.2 15 26.01 –0.21 1.71 .80 .88 .275 20.98 6.28 Ecopetrol EC 8.2 6 10.93 –0.99 1.96 .91 1.16 .8938
14.14 1.50 Briggs&Stratton BGG .0 dd 1.93 –0.07 –1.31 –.11 .34 .05 15.30 8.16 CenturyLink CTL 9.8 dd 10.25 –0.40 –4.92 1.38 1.46 .25 32.78 20.38 Corteva CTVA 2.0 dd 25.51 –2.42 –1.28 1.44 1.71 .13 43.57 20.51 EdgewellPersonal EPC ... dd 25.52 –2.10 –6.88 ... ... ...
23.29 5.86 BrighamMin MNRL 14.0 40 9.89 –0.33 .26 .87 .50 .38 79.11 38.40 CeridianHCM CDAY ... cc 53.58 –0.32 .53 .39 .56 ... 23.70 8.56 Cosan CZZ ... 8 11.83 +0.36 ... 6.21 6.91 ... 78.93 43.63 EdisonInt EIX 4.1 16 62.06 +1.79 3.77 ... ... .6375
176.98 64.23 BrightHorizons BFAM ... 40 121.51 +4.47 3.05 2.99 4.24 ... 11.91 4.39 ChannelAdvisor ECOM ... 72 8.33 +0.36 .12 .48 .64 ... 10.85 3.16 Costamare CMRE 8.0 9 5.01 +0.30 .59 1.01 1.00 .10 247.64 154.52 EdwardsLife EW ... 46 228.41 +12.97 4.93 5.31 6.57 ...
12.70 5.51 BrightScholarEduc BEDU 1.4 23 6.50 –0.35 .29 .44 .51 .088 8.18 0.21 ChaparralEnergy CHAP ... dd .27 –0.05 –10.28 ... ... ... 14.14 3.02 Coty COTY 8.7 dd 5.75 –0.27 –5.04 .45 ... .125 26.67 10.70 8x8 EGHT ... dd 17.70 +1.54 –.94 ... ... ...
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14.87 3.61 BrightSphere BSIG 7.4 2 5.42 –0.77 2.45 1.42 1.35 .10 7.44 1.28 CharahSolutions CHRA ... dd 1.67 –0.25 –1.43 .15 –.12 ... 42.99 21.15 CousinsProperties CUZ 3.8 cc 31.80 –1.11 1.17 .49 .51 .30 74.44 57.07 ElPasoElectric EE 2.3 23 68.10 +0.20 3.01 2.70 2.91 .385
20.27 6.85 BrightView BV ... 26 10.00 –0.47 .43 .99 1.18 ... 179.38 95.58 CharlesRiverLabs CRL ... 29 144.98 +6.02 5.07 6.77 8.03 ... 18.38 7.00 Covanta CVA 13.5 cc 7.43 –1.20 .07 –.29 –.16 .25 35.46 15.17 ElancoAnimal ELAN ... cc 24.29 –0.21 .18 1.02 1.21 ...
47.57 7.00 BrinkerIntl EAT .0 4 15.89 –1.40 3.96 1.73 2.87 .38 20.66 3.44 ChathamLodging CLDT .0 18 7.14 –0.10 .39 .43 .73 .11 6.40 0.36 Covia CVIA ... dd .48 ... –9.81 –1.51 –1.19 ... 57.00 30.73 ElancoAnimalUn ELAT 5.4 ... 46.18 +0.32 ... ... ... .625
97.12 40.18 Brink's BCO 1.1 94 53.48 +1.08 .57 3.97 5.26 .15 6.38 1.89 CheetahMobile CMCM .0 dd 2.02 –0.08 ... .18 1.18 .50 91.23 36.77 Crane CR 3.2 25 53.07 –0.97 2.20 5.44 6.52 .43 104.10 39.01 Elastic ESTC ... dd 61.37 +7.37 –1.86 –1.13 –1.34 ...
68.34 42.48 Bristol-Myers BMY 3.0 28 60.60 +1.69 2.01 6.14 7.41 .41 48.22 25.89 Chegg CHGG ... dd 36.75 –0.90 –.08 1.00 1.28 ... 11.90 5.75 Crawford A CRD.A 4.2 26 6.67 –0.73 .19 .65 .71 .07 11.29 3.05 EldoradoGold EGO ... 17 8.31 +0.57 .51 .74 ... ...
4.35 1.94 Bristol-MyersRt BMY.RT ... ... 4.33 +0.31 ... 6.14 7.46 ... 513.75 315.76 Chemed CHE .3 34 450.90 –20.05 13.31 16.34 17.78 .32 10.79 5.29 Crawford B CRD.B 3.2 34 6.30 –0.68 .19 .65 .71 .05 12.74 5.35 ElementSolns ESI ... 25 8.82 –0.24 .35 .85 .99 ...
0.74 0.27 Bristol-MyersRt CELG.RT .0 ... .47 –0.01 ... ... ... .1479 40.05 7.02 Chemours CC 9.4 dd 10.60 –0.39 –.32 2.26 ... .25 240.88 118.00 Credicorp BAP 6.0 9 144.02 +8.40 16.08 60.90 63.88 2.3825 5.98 0.89 ElevateCredit ELVT ... 2 1.33 –0.33 .73 .76 1.02 ...
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22.74 7.51 BrixmorProp BRX 12.2 10 9.38 –1.95 .92 .76 .79 .285 640.00 14.21 ChesapeakeEner CHK ... dd 14.45 –19.55 –.25 –105.98 –2697.60 ... 4.84 0.51 CrescentPoint CPG 3.0 dd .95 –0.07 –1.42 –.35 .08 .0076 11.99 2.70 EllingtonResiMtg EARN 13.6 5 8.23 –0.38 1.79 1.05 1.00 .28
12.81 5.44 BroadmarkRealty BRMK 14.3 dd 7.57 –0.28 ... 1.02 1.20 .06 101.29 69.47 ChesapeakeUtil CPK 1.8 25 91.19 –0.49 3.96 4.04 4.39 .405 2 19.07 9.33 EmbotellAndinaA AKO.A 4.4 7 10.50 –0.46 1.49 .90 1.05 .1139
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1.84 0.15 BroadmarkRltyWt BRMK.WT ... ... .20 –0.05 ... ... ... ... 127.00 51.60 Chevron CVX 5.9 59 87.17 +2.86 1.54 .96 2.96 1.29 9.75 1.96 CrestwoodEqUn CEQP.PR 16.4 ... 5.15 +0.46 ... ... ... .2111 22.46 10.15 EmbotellAndinaB AKO.B 3.9 8 12.92 –0.18 1.64 .90 1.05 .1253
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136.99 81.90 BroadridgeFinl BR 2.0 31 109.94 +4.03 4.06 5.03 5.54 .54 47.55 20.62 Chewy CHWY ... dd 43.78 +1.17 ... ... ... ... 13.21 4.01 CrossTimbers CRT 17.9 6 5.56 –0.41 ... ... ... .0913 20.92 5.75 Embraer ERJ ... dd 7.16 –0.42 –1.81 –1.08 –.24 ...
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8.80 1.47 BrookdaleSrLiving BKD ... dd 3.61 –0.13 –1.44 –.74 –.66 ... 5.14 0.93 Chico'sFas CHS 27.7 dd 1.30 –0.35 –.11 ... .14 .09 19.79 6.81 CrossAmerPtrs CAPL 21.8 19 9.65 –1.40 .51 ... ... .525 14.37 1.58 EmeraldHldg EEX .0 dd 2.27 +0.43 –.70 .69 .78 .075
45.61 21.57 BrookfieldMgt BAM 1.4 14 33.78 –1.29 ... ... ... .12 22.99 6.42 ChimeraInvt CIM 26.7 4 7.50 –0.19 1.81 2.19 1.64 .50 168.75 114.18 CrownCastle CCI 2.9 85 167.05 +2.91 1.79 2.23 2.72 1.20 71.19 39.11 EmergentBiosol EBS ... 65 67.16 +4.52 1.04 3.43 3.68 ...
46.88 18.60 BrookfieldBusPtr BBU .9 36 28.16 +1.73 .62 2.14 3.45 .0625 11.99 3.89 ChinaDistanceEd DL .0 14 7.19 +0.63 .64 .75 1.00 .56 80.57 42.97 CrownHoldings CCK ... 17 62.90 +0.70 3.78 5.01 5.55 ... 78.38 37.75 EmersonElec EMR 4.0 14 50.54 –1.24 3.71 3.00 3.24 .50
42.63 32.54 BrookfieldInfr BIPC ... ... 40.27 –0.66 ... ... ... ... 37.24 15.80 ChinaEastrnAir CEA ... 12 18.85 +0.64 ... –.51 2.80 ... 33.00 12.63 CryoLife CRY ... cc 19.87 –0.04 .05 –.08 .04 ... 15.96 6.92 EmpireStateRealty ESRT 4.7 32 8.90 –0.72 ... .39 .10 .105
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50.74 23.22 BrookfieldInfr BIP 5.4 cc 40.06 –0.79 .07 .57 .92 .4844 8.16 1.80 ChinaGreenAg CGA ... dd 2.55 +0.05 3.42 ... ... ... 36.32 19.61 CubeSmart CUBE 5.2 29 25.55 –2.15 .88 .78 .83 .33 45.23 30.94 EmployersHldgs EIG 2.9 7 34.06 –1.60 4.83 2.37 1.99 .25
57.69 30.09 BrookfieldRenew BEP 4.6 dd 46.95 +1.10 –.19 .22 .62 .5425 14.70 8.27 ChinaLifeIns LFC .8 8 10.38 +0.39 .29 1.22 1.39 .1187 75.20 30.86 Cubic CUB .7 33 40.50 –3.50 1.62 3.15 4.12 .135 21.92 2.54 EmpresaDisCom EDN ... 0 3.20 –0.10 ... –.36 ... ...
48.69 30.21 Brown&Brown BRO .9 27 38.10 –0.93 1.40 1.47 ... .085 48.43 30.12 ChinaMobile CHL 4.8 10 39.04 –0.24 3.77 3.69 3.84 1.1106 103.82 47.69 Cullen/Frost CFR 4.6 9 62.34 –8.59 6.84 4.03 4.53 .71 14.48 1.61 EnableMidstream ENBL 41.7 4 3.17 +0.46 .82 .75 .65 .3305
68.15 41.03 Brown-Forman A BF.A 1.2 33 59.00 –0.49 ... 1.74 1.70 .1743 37.19 3.68 ChinaOnlineEduc COE ... dd 28.08 –0.32 ... –.09 4.34 ... 21.08 5.87 Culp CULP 5.8 41 7.30 +0.27 .45 ... ... .105 43.15 22.57 Enbridge ENB ... 15 29.40 +0.70 1.99 1.80 1.98 ...
72.85 44.68 Brown-Forman B BF.B 1.1 36 63.97 +1.08 ... 1.74 1.71 .1743 78.42 41.31 ChinaPetrol SNP 9.9 9 50.24 –0.76 ... 3.54 5.21 1.708 186.73 101.03 Cummins CMI 3.5 10 149.18 –1.52 14.48 8.14 10.70 1.311 83.30 48.01 EncompassHealth EHC 1.6 20 71.46 +0.08 3.61 3.55 4.08 .28
66.32 25.22 Brunswick BC 2.5 dd 38.86 +0.62 –1.53 2.98 3.79 .24 10.45 0.51 ChinaRapidFin XRF ... ... 1.00 +0.02 –1.02 –1.23 3.20 ... 149.90 70.56 CurtissWright CW .7 14 97.50 –3.53 7.15 6.84 7.61 .17 56.76 27.21 Endava DAVA ... cc 39.84 +2.32 .62 .98 1.07 ...
28.52 11.76 Buckle BKE .0 7 15.16 –0.36 2.14 1.73 1.59 1.25 46.46 18.45 ChinaSoAirlines ZNH 1.4 14 22.39 +0.51 ... –.83 3.11 .3646 20.80 6.84 Cushman&Wkfd CWK ... ... 10.91 –1.30 ... 1.41 1.92 ... 3.20 0.99 EndeavourSilver EXK ... dd 1.54 +0.11 –.36 ... ... ...
17.85 5.12 Buenaventura BVN 1.2 dd 7.10 –0.35 –.05 .40 .57 .027 52.70 26.66 ChinaTelecom CHA 4.4 27 32.41 –1.14 ... 3.61 3.84 1.5988 25.72 8.59 CustomersBancorp CUBI ... 5 10.58 –0.79 2.05 2.15 2.57 ... 11.21 5.22 EnelAmericas ENIA 4.8 15 7.97 –0.06 .12 534.36 607.72 .081
6.29 1.01 Build-A-Bear BBW ... cc 2.02 +0.32 .02 .10 .14 ... 12.48 5.08 ChinaUnicom CHU ... 12 6.44 –0.23 .54 .57 .66 ... 10.14 3.09 CypressEnvl CELP 15.4 8 5.45 +0.23 .88 .59 .88 .21 5.21 2.95 EnelChile ENIC 4.4 13 3.84 –0.02 .30 302.14 325.50 .189
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250.89 105.67 BurlingtonStrs BURL ... 26 182.61 +5.72 6.91 4.65 7.86 ... 940.28 415.00 Chipotle CMG ... 66 820.27 +49.27 12.38 11.46 19.97 ... 15.76 3.75 EnergyTransfer ET 19.8 5 6.16 +0.35 1.36 1.27 1.24 .305
20.73 8.13 BylineBancorp BY 3.6 7 9.92 –1.71 1.48 .97 .96 .03 109.26 46.25 ChoiceHotels CHH 1.2 18 73.20 +0.80 3.98 3.40 4.11 .225 27.94 13.28 EnerpacTool EPAC .2 dd 16.42 –0.80 –4.04 .83 .70 .04
167.74 87.35 Chubb CB 2.5 12 118.79 –3.48 9.71 10.62 11.28 .75 9.74 1.15 Enerplus ERF 4.6 dd 1.84 –0.29 –.84 .13 .84 .0075
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288.59 156.15 CACI Intl CACI ... 23 243.61 +13.57 10.46 ... ... ... 11.08 9.25 ChurchillCapIIA CCX ... ... 10.23 +0.31 ... ... ... ... 9.69 1.64 DRDGOLD DRD 2.6 51 8.21 +0.83 .08 ... .53 .1315 31.95 7.84 EnovaIntl ENVA ... 14 14.31 –1.54 1.06 3.88 4.80 ...
29.57 10.13 CAI Intl CAI ... 12 14.75 –0.73 1.23 2.48 3.30 ... 2.50 0.60 ChurchillCapCorp.IIWt CCX.WT ... ... 1.65 +0.20 ... ... ... ... 135.67 71.21 DTE Energy DTE 3.8 17 105.85 –5.40 6.31 ... ... 1.0125 75.73 30.04 EnPro NPO 2.6 22 40.26 –2.82 1.85 1.96 2.72 .26
25.34 10.59 CBD Pao CBD ... 31 12.20 –0.23 .78 ... ... ... 10.59 9.20 ChurchillCapIII CCXX.UT ... ... 10.20 +0.15 ... ... ... ... 52.47 28.00 DTEEnergy DTP 7.5 ... 41.85 –2.60 ... ... ... .7813 7.12 0.75 Entercom ETM 7.9 dd 1.01 +0.09 ... .68 .80 .02
28.73 16.85 CBIZ CBZ ... 18 22.54 –0.23 1.26 1.38 1.53 ... 9.90 9.66 ChurchillCapIII CCXX ... ... 9.77 –0.03 ... ... ... ... 67.09 7.90 DXC Tech DXC 5.5 dd 15.33 –0.76 4.47 5.38 5.10 .21 135.55 75.19 Entergy ETR 3.7 16 101.27 –1.64 6.30 5.57 5.95 .93
1.78 0.18 CBL Assoc CBL ... dd .22 –0.03 –.89 –.29 –.31 ... 1.53 1.25 ChurchCapIII Wt CCXX.WT ... ... 1.40 +0.02 ... ... ... ... 20.71 4.22 Dana DAN 4.4 6 9.02 –0.48 1.56 2.89 2.08 .10 30.87 10.27 EnterpriseProd EPD 10.8 8 16.34 –0.04 2.09 2.00 1.99 .445
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64.75 29.17 CBRE Group CBRE ... 12 44.50 –1.11 3.77 3.06 3.72 ... 46.95 30.58 Ciena CIEN ... 25 44.20 –1.45 1.61 2.60 3.03 ... 169.19 119.60 Danaher DHR .5 46 156.53 +10.80 4.05 5.13 5.89 .18 3.50 1.35 Entravision EVC 12.9 dd 1.55 –0.19 ... .41 ... .05
55.15 19.73 CF Industries CF 4.2 13 28.29 –2.72 2.23 1.59 1.93 .30 224.64 118.50 Cigna CI .0 14 194.13 +12.30 13.44 18.34 ... .04 14.07 2.50 Danaos DAC ... 1 4.88 +0.47 8.29 6.35 6.13 ... 87.75 45.53 Envestnet ENV ... dd 57.52 +0.36 –.33 2.12 2.43 ...
87.13 46.32 CGI GIB ... 18 60.41 +0.28 3.49 3.63 3.93 ... 72.46 12.15 CimarexEnergy XEC 4.3 dd 20.53 +2.57 –1.33 –.80 1.22 .22 81.46 30.75 DaqoNewEnergy DQ ... 22 46.69 –3.22 ... 9.86 11.82 ... 33.30 10.08 Envista NVST ... 12 17.42 –0.12 1.60 .92 1.61 ...
54.02 12.02 CIT Group CIT 7.0 4 19.91 –1.91 5.27 3.48 ... .35 16.05 3.19 CincinnatiBell CBB ... dd 14.76 +0.14 –1.53 –.24 –.39 ... 128.41 26.15 Darden DRI .0 12 63.35 –0.99 5.69 2.53 6.77 .88 39.30 20.63 EnvivaPartners EVA 8.4 dd 31.68 +2.21 –.54 1.85 2.37 .675
0.46 0.40 CITICCapAcqnWt CCAC.WT ... ... .46 +0.06 ... ... ... ... 43.51 5.71 Cinemark CNK 10.7 8 13.48 +0.98 1.63 –.61 1.77 .36 29.57 10.25 DarlingIngred DAR ... 11 20.35 –0.31 1.86 1.29 1.62 ... 4.85 1.56 EnzoBiochem ENZ ... 74 2.39 –0.05 .05 ... –.39 ...
69.17 46.03 CMS Energy CMS 2.6 26 63.17 +0.84 2.39 2.65 2.86 .4075 24.80 9.43 CinerRscs CINR 13.5 4 10.11 –1.70 2.46 2.79 3.11 .34 90.15 43.40 DaVita DVA ... 15 78.16 +3.34 5.27 6.10 6.62 ... 164.77 103.01 Equifax EFX 1.2 dd 127.97 +3.75 –3.27 5.21 5.90 .39
51.30 26.52 CNA Fin CNA 4.5 9 32.73 –1.01 3.67 3.55 3.85 2.00 47.80 8.00 CircorIntl CIR ... dd 11.48 –0.60 –6.73 1.57 2.63 ... 203.19 78.70 DeckersOutdoor DECK ... 15 145.65 –3.23 8.84 9.32 8.39 ... 23.97 8.41 Equinor EQNR 6.5 23 13.04 –0.21 .55 .51 1.11 .26
11.99 5.06 CNH Indl CNHI .0 6 6.14 –0.40 1.05 .35 .67 .2017 83.11 32.00 Citigroup C 4.5 6 45.45 –1.96 8.04 3.96 6.54 .51 181.99 106.14 Deere DE 2.2 14 138.46 –7.29 10.15 6.84 9.03 .76 27.30 9.89 Equitable EQH 3.8 dd 15.75 –0.86 –3.51 4.36 4.86 .15
20.93 8.79 CNO Financial CNO 3.5 5 12.52 –1.32 2.61 1.88 2.06 .11 41.29 14.12 CitizensFin CFG 7.2 5 19.87 –2.24 3.81 1.92 2.98 .39 34.12 5.51 DelekLogistics DKL 36.9 4 9.30 +0.12 2.61 ... ... .885 22.29 3.75 EquitransMdstm ETRN 24.5 dd 7.35 +1.78 –.80 1.38 1.50 .45
193.66 81.11 CNOOC CEO 8.2 5 108.81 –2.75 19.83 ... ... 5.804 7.72 3.55 Citizens CIA ... dd 5.63 –0.38 –.03 .11 .12 ... 44.08 7.79 DelekUS DK 6.9 4 17.21 –0.80 4.06 –1.35 1.05 .31 34.95 27.62 EquityCommnwlth EQC .0 9 33.89 +1.16 3.90 .97 1.19 3.50
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16.94 5.20 CNX Midstream CNXM 14.9 4 10.57 +1.00 2.44 ... 2.33 .4143 14.50 6.50 CityOfficeREIT CIO 7.1 dd 8.41 +0.16 –.13 –.15 ... .15 70.55 25.51 DellTechC DELL ... 7 41.51 –0.05 ... 5.34 6.58 ... 77.55 41.97 EquityLife ELS 2.2 41 63.40 +0.23 1.54 1.31 1.45 .3425
10.94 4.26 CNX Resources CNX ... dd 10.63 +1.36 –.42 .32 .32 ... 2.30 0.34 Civeo CVEO ... dd .38 –0.03 –.36 –.20 –.12 ... 26.12 5.39 DelphiTechs DLPH ... 47 8.64 +0.35 .19 .88 1.69 ... 89.55 49.62 EquityResdntl EQR 3.5 27 69.79 +0.37 2.60 1.34 1.47 .6025
18.15 4.50 CONSOL Coal CCR 39.4 3 5.20 –0.07 1.62 ... ... .5125 23.93 12.70 ClarivateAnaly CCC ... dd 23.28 +1.79 –.77 .56 .74 ... 63.44 19.10 DeltaAir DAL 6.6 3 24.27 –0.12 7.30 –2.67 5.00 .4025 1.89 0.74 EquusTotReturn EQS ... 7 1.15 +0.04 .16 .18 .30 ...
34.61 3.35 CONSOL Energy CEIX ... 2 5.23 –0.26 2.81 1.08 –.35 ... 88.40 29.45 CleanHarbors CLH ... 31 53.56 –3.02 1.74 1.05 1.86 ... 54.15 19.57 Deluxe DLX 4.5 dd 26.49 –3.60 –4.65 4.81 5.00 .30 11.97 3.50 EraGroup ERA ... dd 3.70 –0.67 –.17 .03 ... ...
40.88 17.73 CRH CRH 3.3 12 27.84 –2.13 2.69 1.86 2.21 .7042
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5.47 0.36 ClearChannelOutdr CCO ... dd .77 +0.04 –.88 –.78 –.49 ... 2.68 0.17 DenburyRscs DNR ... 0 .18 –0.04 .45 –.04 –.11 ... 9.04 1.10 ErosIntl EROS ... dd 3.05 +1.06 –5.99 –.15 .91 ...
34.29 17.92 CTS CTS .7 21 22.62 +0.43 1.09 1.09 1.69 .04 31.49 11.88 ClearwaterPaper CLW ... dd 19.41 –1.60 –.34 .85 .14 ... 23.39 2.60 DesignerBrands DBI 7.4 4 5.44 –0.05 ... .28 1.32 .10 55.84 17.52 EssentGroup ESNT 2.5 5 25.54 –4.62 5.66 ... ... .16
16.99 3.43 Curo CURO 3.7 3 5.88 –0.38 2.43 2.49 2.95 .055 22.67 14.07 ClearwayEnergyA CWEN.A 4.4 dd 18.28 –0.33 –.10 1.37 .99 .21 15.44 4.44 Despegar.com DESP ... dd 6.88 –0.77 –.30 –.24 .20 ... 29.34 6.08 EssentialProp EPRT 8.2 18 11.22 –1.66 .63 .72 .77 .23
55.52 13.81 CVR Energy CVI 17.5 5 18.33 +0.30 3.78 –.77 1.66 .80 23.24 14.77 ClearwayEnergyC CWEN 4.1 dd 19.68 –0.35 –.10 1.04 .99 .21 11.16 4.99 DeutscheBank DB ... dd 6.54 –0.15 –3.03 –.57 .23 ... 54.52 30.40 EssentialUtil WTRG 2.2 43 43.36 –1.25 1.04 1.57 1.65 .2343
4.13 0.60 CVR Partners UAN 30.0 dd .93 –0.04 –.31 –.94 –.55 .07 11.61 2.63 Cleveland-Cliffs CLF .0 4 3.71 –0.91 1.03 –.24 .49 .06 35.39 4.70 DevonEnergy DVN 4.8 dd 9.22 –0.45 –.89 –.81 –.64 .11 70.71 41.66 EssentialUtilUn WTRU 5.3 ... 57.63 –2.38 ... ... ... .75
77.03 51.72 CVS Health CVS 3.2 12 63.36 +2.89 5.08 7.07 ... .50 13.45 4.32 ClipperRealty CLPR 7.6 dd 5.00 –0.55 –.11 –.03 .05 .095 176.22 100.52 Diageo DEO 2.6 21 137.33 +3.78 6.77 5.79 7.72 1.3623 334.17 175.81 EssexProp ESS 3.2 39 260.84 +13.88 6.66 5.38 5.70 2.0775
1830.50 1009.34 CableOne CABO .5 57 1774.80 +70.56 31.12 39.49 44.75 2.25 214.26 144.12 Clorox CLX 2.2 30 193.50 +9.29 6.32 6.54 6.73 1.06 12.64 0.73 DiamondOffshore DO ... dd .79 –0.89 –2.60 –3.00 –2.98 ... 220.42 137.01 EsteeLauder EL .0 34 174.26 +9.43 ... ... ... .48
50.58 20.00 Cabot CBT 4.7 14 29.81 –0.82 2.63 ... ... .35 12.22 4.76 Cloudera CLDR ... dd 7.71 –0.63 –1.20 .22 .39 ... 17.50 8.62 DiamondSShip DSSI ... dd 11.25 +0.86 –.25 ... ... ... 23.11 8.38 EthanAllen ETH 8.3 10 10.14 –0.44 .96 ... ... .21
27.42 13.06 CabotOil COG 1.9 13 20.96 +2.08 1.63 .58 ... .10 26.28 14.50 Cloudflare NET ... dd 24.83 +3.65 –.72 –.20 –.14 ... 11.79 1.96 DiamndrckHspty DRH .0 5 4.87 –0.54 .90 .03 .39 .125 13.21 7.21 Euronav EURN 3.3 dd 10.69 +0.37 .52 2.34 1.57 .29
40.68 8.16 Cactus WHD 2.7 8 13.17 –2.56 1.88 .63 .37 .09 6.59 3.56 CN Finance CNF ... 3 3.61 ... 1.13 ... ... ... 4.15 1.25 DianaShipping DSX ... dd 1.78 +0.37 –.17 ... ... ... 25.04 5.71 Eventbrite EB ... dd 8.72 +0.25 ... –1.14 –.49 ...
23.22 4.63 CadenceBancorp CADE 12.8 4 5.47 –1.13 1.56 .93 1.39 .175 60.13 36.27 Coca-Cola KO 3.4 23 48.06 –0.94 2.07 2.00 2.21 .41 49.80 13.46 Dick's DKS 4.7 8 26.49 –1.09 ... 2.05 3.40 .3125 98.90 33.25 EvercoreA EVR 4.2 8 55.16 –0.82 6.89 4.07 6.15 .58
31.56 9.80 CAE CAE .0 16 15.59 +1.97 .95 1.03 1.17 .0832 58.94 28.35 Coca-Cola Euro CCEP 3.3 16 41.62 –2.02 2.62 2.31 2.71 .6876 14.66 2.80 DieboldNixdorf DBD ... dd 3.89 –0.64 –4.45 .46 1.62 ... 294.31 168.16 EverestRe RE 3.2 8 196.35 –15.95 24.70 22.56 25.25 1.55
28.50 3.12 Caleres CAL 5.0 4 5.64 +0.16 1.53 1.13 2.06 .07 65.58 37.73 Coca-Cola Femsa KOF 4.4 41 41.75 –1.37 ... 60.35 67.92 .9282 152.59 105.00 DigitalRealty DLR 3.0 63 149.20 +0.91 2.35 1.11 1.46 1.12 76.57 42.01 Evergy EVRG 3.3 22 60.98 –2.12 2.79 3.09 3.23 .505
29.11 0.85 CaliforniaRscs CRC ... dd 1.65 –0.03 –.57 –10.12 –12.04 ... 8.29 1.98 CoeurMining CDE ... dd 4.13 –0.01 –1.56 –.01 ... ... 86.71 22.50 Dillard's DDS 2.2 6 27.49 –5.76 ... –.17 1.57 .15 14.88 1.55 Everi EVRI ... 20 4.25 +0.07 .21 .20 .51 ...
57.48 39.74 CalWtrSvc CWT 1.6 41 53.63 –0.42 1.31 1.51 1.70 .2125 78.23 33.52 Cohen&Steers CNS 3.2 18 49.16 –2.93 2.79 2.19 2.38 .39 104.47 14.16 DineBrands DIN 9.0 6 33.90 –2.08 5.85 7.26 7.37 .76 99.42 60.69 EversourceEner ES 2.5 33 91.56 +1.46 2.81 ... 3.91 .5675
10.55 5.60 Calix CALX ... dd 7.71 +0.27 –.32 .18 .46 ... 39.30 12.23 Colfax CFX ... dd 23.27 +0.35 –3.89 1.56 1.95 ... 92.98 23.25 DiscoverFinSvcs DFS 5.0 4 35.04 –4.17 9.08 5.65 7.10 .44 37.38 18.21 Evertec EVTC .8 17 23.92 –1.30 1.41 1.81 2.25 .05
22.33 4.75 CallawayGolf ELY .4 13 10.95 –0.66 .82 ... 1.06 .01 166.81 61.50 ColfaxUn CFXA 5.5 ... 104.73 +0.71 ... ... ... 1.4375 153.41 79.07 Disney DIS 1.7 17 106.63 +2.13 6.64 ... 5.04 .88 14.79 3.50 EvolentHealth EVH ... dd 6.18 –0.03 –3.67 –.36 –.06 ...
8.52 0.38 CallonPetrol CPE ... 2 .44 –0.07 .24 .39 .20 ... 77.41 58.49 ColgatePalm CL 2.4 27 73.42 +3.51 2.75 2.89 3.06 .44 10.45 9.19 dMY Tech DMYT.UT ... ... 10.00 +0.10 ... ... ... ... 25.23 7.09 EvoquaWater AQUA ... 31 15.13 +0.65 –.08 .36 .50 ...
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120.73 62.48 CamdenProperty CPT 3.8 40 87.82 –1.27 2.22 1.88 2.02 .83 11.95 9.46 CollierCreek CCH.UT ... cc 10.69 –0.01 .05 ... ... ... 73.20 44.68 DolbyLab DLB 1.5 29 58.26 +1.00 ... ... ... .22 12.51 0.95 ExantasCap XAN 33.0 4 2.88 –0.60 .81 1.25 1.15 .275
11.94 5.30 Cameco CCJ .6 68 9.74 +0.47 .14 ... .01 .0608 11.10 9.75 CollierCreek CCH ... 72 10.22 +0.06 .20 ... ... ... 183.95 116.15 DollarGeneral DG .8 27 182.11 +12.87 6.64 7.50 8.30 .36 6.24 1.27 Express EXPR ... dd 2.01 –0.57 –2.49 –.08 ... ...
57.54 35.27 CampbellSoup CPB 2.8 30 50.34 +2.59 .70 2.54 2.75 .35 2.10 1.15 CollierCreekWt CCH.WT ... ... 1.55 +0.24 ... ... ... ... 90.89 57.79 DominionEner D 4.6 52 81.51 –0.08 1.62 4.39 4.64 .94 17.24 3.24 Exterran EXTN ... dd 4.73 –0.24 –2.99 –1.34 –1.20 ...
16.97 3.40 CampingWorld CWH 4.3 dd 7.51 +0.29 –1.62 .37 .92 .0732 6.14 1.33 ColonyCapital CLNY 21.3 dd 2.07 –0.26 ... –.42 –.34 .11 113.82 75.93 DominionEnerUn DCUE 7.0 ... 102.86 –0.36 ... ... ... 1.8125 124.46 72.70 ExtraSpaceSt EXR 3.9 29 93.10 –9.81 3.24 3.11 3.24 .90
55.49 12.94 CanadaGoose GOOS ... 21 22.27 +0.26 1.00 1.26 1.57 ... 16.36 2.46 ColonyCredRlEst CLNC 29.4 dd 4.08 –0.98 –3.25 1.07 1.19 .10 381.86 220.90 Domino's DPZ .9 38 362.97 +19.33 ... ... ... .78 83.49 30.11 ExxonMobil XOM 8.1 13 43.22 +0.09 3.36 ... ... .87
87.62 46.45 CIBC CM 7.6 7 57.67 –3.95 8.44 7.91 8.05 1.0908 22.96 7.63 ColumbiaProperty CXP 6.3 dd 13.41 –0.86 .08 .20 .24 .21 49.47 18.40 Domtar UFS 8.4 17 21.69 –1.07 1.37 .50 1.04 .455
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96.53 65.13 CanNtlRlwy CNI 2.0 18 79.69 +0.18 4.41 5.38 6.32 .406 79.74 24.28 Comerica CMA 9.1 4 30.00 –4.75 7.87 3.22 ... .68 58.32 31.08 Donaldson DCI 2.0 21 42.26 –0.41 2.05 2.00 2.16 .21
32.79 6.71 CanNaturalRes CNQ 8.5 4 13.37 –0.07 3.43 –.88 .19 .2834 11
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58.09 29.43 ComfortSystems FIX 1.3 33.53 –4.30 3.08 2.78 3.24 .105 16.20 4.04 DonnelleyFin DFIN ... 5 5.97 +0.33 1.10 .89 .96 ...
275.13 173.26 CanPacRlwy CP ... 17 224.02 –1.39 13.25 16.93 19.05 ... 24.04 10.76 CommercialMetals CMC 3.0 6 16.03 –0.87 1.66 ... ... .12 16.68 6.08 DorianLPG LPG ... 7 9.09 +0.89 –.93 .51 .75 ...
9.82 4.52 Cango CANG ... 15 5.40 +0.20 ... .41 .54 ... 72.63 47.01 CommBkSys CBU 2.7 19 61.73 –3.37 3.23 3.00 3.06 .41 56.89 24.12 DouglasDynamics PLOW 3.2 17 35.20 –2.41 2.11 2.35 2.52 .28 40.33 14.38 FB Financial FBK 1.8 7 19.84 –3.15 2.65 2.18 2.51 .09
44.87 20.51 Cannae CNNE ... 26 31.37 –2.23 1.07 .53 .62 ... 7.47 1.79 CommunityHlthSys CYH ... dd 3.67 –0.19 –5.93 –1.69 –.73 ... 45.59 23.16 DouglasEmmett DEI 3.6 15 30.87 –2.35 2.09 .32 .81 .28 66.82 29.01 FBL Financial FFG 5.2 8 38.60 –0.64 ... 4.66 4.91 1.50
30.12 19.13 Canon CAJ 6.0 15 20.93 –0.27 1.07 1.20 1.30 .7255 52.33 20.12 CommunityHlthcr CHCT 4.7 96 35.50 –0.53 .37 .74 .83 .4175 120.26 62.95 Dover DOV 2.2 19 88.49 –0.92 4.61 5.23 5.92 .49 12.46 6.31 FGL Holdings FG .4 5 10.16 –0.09 2.19 1.49 1.70 .01
52.74 9.00 CanopyGrowth CGC ... dd 15.10 +0.53 –1.96 ... ... ... 15.40 5.54 SABESP SBS ... 7 8.06 –0.18 1.14 .75 .96 ... 2.20 1.13 DoverMotorsports DVD 8.6 8 1.17 –0.12 ... .15 .17 .10 108.77 56.77 FMC FMC 2.0 24 86.10 –3.90 3.62 ... 7.28 .44
93.87 20.81 CantelMedical CMD .7 63 30.76 –7.54 1.32 2.44 2.75 .105 5.00 1.50 EngGr-Cmg C CIG.C 7.6 4 1.94 +0.02 .54 .24 .32 .0574 58.41 21.95 Dow DOW 8.4 dd 33.42 –3.14 –1.84 2.17 2.92 .70 12.93 5.05 FNB FNB 6.3 7 7.66 –0.70 1.16 .74 .99 .12
107.59 38.00 CapitalOne COF 2.9 5 54.63 –5.48 11.05 8.65 9.78 .40 4.11 1.44 EngGr-Cmg CIG 7.7 3 1.92 +0.10 .54 .24 .32 .0574 52.56 33.33 DrReddy'sLab RDY .5 36 51.00 +4.13 1.62 1.71 2.01 .2822 6.40 1.90 FS KKR Cap FSK 21.2 8 3.58 –0.03 .47 .78 .72 .19
5.64 0.45 CapitalSrLiving CSU ... dd .96 +0.14 –1.19 –1.29 –1.19 ... 18.15 8.28 COPEL ELP 5.4 6 10.89 –0.23 1.94 1.34 1.59 .4881 56.71 23.91 Dril-Quip DRQ ... cc 32.86 –1.94 .05 .28 .23 ... 144.10 78.34 FTI Consulting FCN ... 24 136.01 –2.16 5.69 5.69 6.50 ...
48.89 5.42 Capri CPRI ... 6 12.93 –0.45 3.62 4.17 ... ... 4.71 1.02 CiaSiderurgica SID ... 4 1.39 ... .33 .17 .29 ... 5.62 0.86 DriveShack DS ... dd 1.17 –0.32 –.90 –.72 –.55 ... 12.05 0.19 FTS Intl FTSI ... dd .21 –0.22 –.67 –.70 ... ...
9.25 1.97 CapsteadMtg CMO 11.5 dd 4.69 –0.37 –.62 .55 .39 .15 29.40 11.25 CerveceriasUnid CCU 2.8 15 14.88 –0.24 1.00 732.65 903.06 .2731 57.84 16.27 Ducommun DCO ... 9 23.84 –1.97 2.75 1.73 2.49 ... 71.22 42.33 Fabrinet FN ... 19 61.51 +1.21 3.29 ... ... ...
60.69 39.05 CardinalHealth CAH 3.8 dd 51.23 +0.80 4.53 5.33 5.53 .4811 26.37 10.78 CompassDiversif CODI 9.1 dd 15.84 –0.20 3.64 1.53 1.77 .36 103.79 62.13 DukeEnergy DUK 4.2 18 90.10 –0.21 5.06 5.16 5.45 .945 310.25 195.22 FactSet FDS 1.0 30 281.10 +1.94 9.08 10.00 10.38 .72
169.86 98.25 Carlisle CSL 1.6 15 124.26 –2.42 8.19 8.95 8.01 .50 66.14 34.39 CompassMnlInt CMP 7.0 23 41.30 –3.66 1.81 2.97 3.68 .72 38.88 25.19 DukeRealty DRE 2.7 30 34.92 –0.64 1.18 .56 .47 .235 436.69 177.65 FairIsaac FICO ... 47 319.26 +18.15 6.34 8.34 9.05 ...
103.18 37.59 CarMax KMX ... 12 65.22 –1.28 5.33 3.28 5.19 ... 10.70 4.05 ComstockRscs CRK ... 13 6.97 +0.67 .52 .33 .62 ... 77.03 28.33 DuPont DD 3.1 58 38.36 –2.42 .67 3.15 ... .30 7.88 0.81 FangHoldings SFUN ... dd 1.17 +0.04 –1.29 .14 .15 ...
56.04 7.80 Carnival CCL 15.9 5 12.56 +0.14 ... ... 1.78 .50 35.59 22.83 ConagraBrands CAG 2.5 21 33.58 +1.12 1.52 ... 2.26 .2125 60.55 12.24 DycomInds DY ... 16 28.39 –1.47 1.80 1.83 2.65 ... 11.75 9.86 FarPointAcqnA FPAC ... 89 10.19 +0.02 .18 ... ... ...
55.13 7.08 Carnival CUK 17.0 4 11.79 +0.25 4.32 ... 1.78 .50 124.53 33.13 ConchoRscs CXO 1.5 dd 51.94 –0.80 –3.55 ... .08 .20 2.50 0.98 DynagasLNG DLNG .0 dd 1.51 +0.36 –.22 .43 .47 .0625 12.68 9.02 FarPointAcqnUn FPAC.UT ... ... 10.25 ... ... ... ... ...
56.33 13.60 CarpenterTech CRS 4.0 5 20.11 –2.72 3.43 3.03 2.35 .20 2.92 1.34 ConcordMed CCM ... dd 1.66 –0.09 ... .07 .27 ... 37.07 17.05 Dynatrace DT ... dd 25.70 +0.94 ... .28 .34 ... 2.68 0.30 FarPointAcqnWt FPAC.WT ... ... .50 –0.09 ... ... ... ...
28.50 13.54 CarriageSvcs CSV 2.0 19 14.96 –0.76 .80 1.37 1.86 .075 116.81 37.66 Conmed CNMD 1.1 74 70.87 –1.42 .97 2.92 3.49 .20 20.34 7.04 DynexCapital DX 12.8 dd 14.05 +0.05 –7.01 2.08 2.04 .15 25.76 5.99 Farfetch FTCH ... dd 12.02 +2.00 ... ... ... ...
17.25 11.50 CarrierGlobal CARR ... ... 13.74 –1.04 ... 1.39 1.80 ... 67.42 20.84 ConocoPhillips COP 4.8 6 35.26 +0.53 6.40 –1.06 .36 .42 7.22 5.05 FarmlandPtrs FPI 3.2 ... 6.19 –0.33 .04 –.06 –.07 .05
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23.08 3.25 Cars.com CARS ... dd 4.15 –0.18 –6.65 .01 .41 ... 95.10 62.03 ConEd ED 3.4 22 89.56 +1.62 4.08 4.41 4.59 .765 35.25 10.63 Fastly FSLY ... dd 23.19 +2.44 –.75 –.41 –.29 ...
112.46 60.17 Carter's CRI 3.2 13 76.13 –1.48 5.85 5.29 6.61 .60 214.48 104.28 ConstBrands A STZ 1.8 dd 162.70 –3.54 –.07 ... 9.73 .75 76.00 41.26 FedAgriMtg A AGM.A 5.8 6 54.90 –6.05 ... 9.17 9.86 .80
115.23 22.16 Carvana CVNA ... dd 78.06 +16.71 –2.45 –2.31 –1.43 ... 214.51 107.51 ConstBrands B STZ.B 1.6 dd 167.35 –0.01 –.07 ... 9.72 .68 88.46 40.05 FedAgriMtg C AGM 5.6 7 57.17 –5.93 ... 9.17 9.86 .80
15.85 3.15 CasperSleep CSPR ... dd 6.41 +1.14 ... –2.21 –1.51 ... 15.10 3.90 Constellium CSTM ... 13 5.92 –0.82 .48 .98 1.30 ... 1.94 0.26 ECA Marcellus ECT 35.3 3 .40 +0.01 ... 1.03 1.13 .019 141.35 64.68 FederalRealty FRT 5.6 16 75.36 –10.64 4.61 3.17 3.39 1.05

52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div NYSE CUMULATIVE DAILY BREADTH vs DJIA
35.75 23.32 FederalSignal FSS 1.2 16 27.55 –1.50 1.76 1.72 1.89 .08 39.60 21.49 Gorman-Rupp GRC 2.0 21 28.54 –0.80 ... 1.44 1.62 .145 Bad Breadth: NYSE Composite breadth fell for the first time after two weeks of gains,
38.26 13.06 FederatedHermes FHI 5.1 8 21.03 –0.31 ... 2.45 2.41 .27 79.71 26.75 GraceWR GRA 3.0 21 39.68 –2.59 1.89 4.06 4.66 .30
198.31 88.69 FedEx FDX 2.1 8 124.85 +2.56 15.18 9.34 10.25 .65 56.99 38.43 Graco GGG 1.5 23 46.74 –1.23 2.00 1.66 1.88 .175 even as the S&P 500 gained 3% last week. Losing stocks outpaced winners by 4 to 3.
180.95 127.73 Ferrari RACE .7 39 161.34 +4.30 4.17 4.19 4.92 1.2351 10.49 9.87 GrafIndustrial GRAF ... dd 10.23 +0.01 .17 ... ... ...
18.40 7.52 Ferro FOE ... cc 9.61 –0.77 .07 .86 1.04 ... 11.31 10.07 GrafIndustrial GRAF.UT ... ... 10.42 +0.04 ... ... ... ...
16.55 6.00 FiatChrysler FCAU ... 4 8.05 –0.16 4.73 1.41 2.33 ... 0.50 0.05 GrafIndlWt GRAF.WT ... ... .15 –0.05 ... ... ... ...
49.28 19.00 FidNatlFin FNF 4.8 7 27.46 –1.40 3.83 2.86 3.26 .33 14.84 5.71 GrafTechIntl EAF 4.5 3 7.48 –1.23 2.58 2.01 2.38 .085 BREADTH DJIA
158.21 91.68 FidNatlInfo FIS 1.1 cc 127.96 +2.84 .66 5.81 6.94 .35 23.77 11.07 Graham GHM 3.8 dd 11.65 –1.83 –.03 .03 .09 .11
72.90 37.92 58.com WUBA ... 6 51.30 –0.46 ... 2.23 3.28 ... 756.26 267.89 GrahamHoldings GHC 1.6 6 357.51 –34.24 ... 20.77 23.21 1.45 554000 29500
6.25 1.22 FinVolution FINV 6.0 2 1.66 –0.04 ... 5.44 6.28 .12 346.60 200.61 Grainger GWW 2.1 18 280.22 +0.35 15.32 ... 17.77 1.44
66.78 29.36 FirstAmerFin FAF 3.9 7 44.71 –2.46 6.22 4.74 4.68 .44 3.90 1.34 GranayMontero GRAM ... dd 1.86 +0.38 –1.61 –.04 –.02 ...
11.65 3.50 FirstBanCorp FBP 3.7 7 5.42 –0.43 .76 .77 .88 .05 48.80 8.90 GraniteConstr GVA 3.2 dd 16.33 –0.42 .96 1.22 1.73 .13
14.93 7.86 FirstCmwlthFin FCF 4.9 8 8.89 –1.09 1.07 .81 .90 .11 19.39 1.74 GranitePointMtg GPMT .0 4 4.98 –0.64 1.32 1.35 1.28 .42 536400 27400
17.42 6.27 FirstHorizonNatl FHN 7.5 6 8.01 –1.49 1.38 .63 1.35 .15 56.68 28.12 GraniteREIT GRP.UT 4.8 7 43.12 –1.92 ... .57 2.62 .1757
s
.
46.12 25.89 FirstIndRlty FR 2.8 19 35.57 –1.18 1.88 .91 .97 .25 16.95 10.41 GraphicPkg GPK 2.3 19 13.18 +0.12 .70 .95 1.02 .075 BREADTH 539,421
12.69 4.17 FirstMajestic AG ... dd 6.97 –0.10 –.20 .06 .29 ... 23.64 8.53 GrayTelevision GTN ... 9 10.93 –0.85 ... 2.59 1.58 ... 518800 25300
ly
122.34 70.06 FirstRepBank FRC .8 19 100.02 +0.52 5.20 4.84 5.24 .20 23.13 8.55 GrayTelevision A GTN.A ... 9 11.75 –0.10 ... 2.59 1.58 ... s
52.52 32.00 FirstEnergy FE 3.4 29 46.21 +1.46 1.68 2.49 2.63 .39
7.26 2.81 Fitbit FIT ... dd 6.67 –0.08 ... ... ... ...
15.91 3.96 GreatAjax AJX 16.2 5 7.89 +0.38 1.59 1.12 1.34 .9968 DJIA
36.65 16.66 GreatWesternBncp GWB 6.4 6 18.65 –1.63 2.92 3.06 2.21 .30
13.42 3.27 500.com WBAI ... dd 4.42 –0.08 ... 7.13 9.17 ... 66.81 14.20 GreenDot GDOT ... 15 27.29 +0.13 1.88 1.45 1.91 ... 501200 23200
9.40 3.62 FivePoint FPH ... 85 4.78 –0.61 .13 –.22 .25 ... 36.41 12.89 Greenbrier GBX 6.5 8 16.53 –2.06 2.14 2.81 2.62 .27
44.25 17.11 FiverrIntl FVRR ... dd 31.99 +1.58 –1.67 ... –.54 ... 24.59 7.28 Greenhill GHL 2.0 19 9.86 –0.30 .45 .52 1.01 .05
40.00 16.76 Flagstar FBC .9 6 21.43 –1.74 3.80 3.52 3.67 .05
on
329.85 168.51 FleetCorTech FLT ... 23 223.59 –1.40 9.94 12.04 ... ...
15.99 9.38 GreenTree GHG ... 19 11.76 +1.19 ... 3.54 5.72 ... 483600 21100
50.37 23.65 Greif A GEF 5.5 11 32.08 –1.45 2.89 3.43 3.50 .44
13.88 3.40 FlexLNG FLNG 8.0 16 5.00 –0.94 .31 1.62 1.33 .10 56.50 30.89 Greif B GEF.B 6.8 9 38.76 –2.98 2.89 3.43 3.50 .66
62.62 24.36 Floor&Decor FND ... 26 36.87 +0.38 1.44 1.05 1.43 ... 25.50 9.15 Griffon GFF 2.1 16 14.10 –1.51 .87 .98 1.12 .075
4.01 0.70 FlotekIndustries FTK ... dd .88 –0.06 –.55 ... ... ... 110.11 26.26 Group1Auto GPI .0 5 49.94 –3.10 9.34 8.38 10.91 .30 466000 19000
25.08 17.42 FlowersFoods FLO 3.3 30 23.14 +0.97 .78 1.05 ... .19 dd
80.25 29.35 GrubHub GRUB ... 42.50 –2.59 –.20 –.19 .34 ... M J J A S O N D J F M A
54.16 18.98 Flowserve FLS 3.2 13 24.80 –2.39 1.93 1.87 1.83 .20 14
135.31 44.28 GpoAeroportuar PAC 6.6 58.10 +3.54 ... 4.38 4.84 2.1253
41.91 2.85 Fluor FLR 4.9 dd 8.22 +0.36 1.59 1.38 1.83 .10
210.38 82.08 GpoAeroportSur ASR 4.6 11 101.51 +7.02 ... 151.25 180.05 5.2097 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is added to the next day's total, and so
us ,
23.21 3.41 FlyLeasing FLY ... 1 5.82 –0.11 7.15 3.11 3.45 ...
10.48 9.15 FlyingEagleAcqn FEAC.UT ... ... 10.03 –0.03 ... ... ... ... 8.92 3.32 GpoAvalAcc AVAL 6.9 15 4.70 –0.01 ... .74 .82 .0245 on. When all five days' numbers are added together, this produces the weekly figure we plot. Dec. 31, 1985 =1000.
9.03 1.28 GpoSupervielle SUPV 4.2 2 1.70 +0.08 ... 1.25 1.30 .0731
l
100.35 56.54 FomentoEconMex FMX 2.6 16 58.07 –2.00 ... 78.68 83.96 .7559
62.00 17.46 FootLocker FL 7.0 5 22.89 –2.11 4.50 ... 4.55 .40 12.61 4.65 GrupoTelevisa TV 1.4 24 5.70 +0.15 .42 .26 .39 .0886
e
10.56 3.96 FordMotor F .0 cc 5.12 –0.25 ... –.17 .67 .15 19.53 10.00 GuangshenRail GSH 3.6 13 10.18 –0.08 ... .59 .89 .4348
al a
12 23.58 3.64 Guess GES 5.6 6 8.03 –0.56 1.33 –.02 1.18 .1125 - Earnings - - Earnings -
23.11 9.43 Forestar FOR ... 12.59 –0.23 .79 1.00 1.42 ...
44.72 28.59 Fortis FTS 3.7 14 38.82 –0.81 2.86 1.91 2.05 .3593 124.16 71.64 Guidewire GWRE ... dd 88.77 +5.36 .25 ... ... ... 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
89.48 37.31 Fortive FTV .5 31 60.36 –0.68 1.97 3.35 3.72 .07 High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
21.73 3.69 FortressTransport FTAI 13.5 4 9.77 –0.35 2.59 .75 1.81 .33 H
ci on
4.20 0.88 JupaiHoldings JP ... dd 1.15 +0.02 ... 6.81 6.81 ...
4.59 1.47 FortunaSilver FSM ... 16 2.36 –0.06 .15 ... ... ...
73.28 33.90 FortBrandsHome FBHS 2.1 15 46.60 –4.23 3.06 3.07 3.67 .24 151.97 58.38 HCA Healthcare HCA 1.5 11 115.66 +7.60 10.07 11.06 12.79 .43 I 4.42 0.35 JustEnergy JE ... dd .46 –0.03 –.67 –.68 .06 ...
6.62 0.15 ForumEnergyTech FET ... dd .23 ... –5.15 –.38 –.27 ...
22.14 7.99 FdnBuilding FBM ... 10 10.12 –0.66 .93 .68 1.04 ...
48.24
4.33
31.61
1.29
HCI Group
HC2 Holdings
HCI
HCHC
3.9
...
13
dd
41.35
2.22
+0.31
+0.01
3.31
–.66
3.60
–1.83
4.40
–1.50
.40
... 51.74 21.79 IAA IAA ... 23 33.84 +1.84 1.44 ... ... ... K
32.50 12.80 FourCornersProp FCPT 6.3 18 19.51 –1.86 1.06 1.12 1.17 .305 65.89 29.50 HDFC Bank HDB .8 20 39.97 –0.79 1.79 1.98 ... .1053 15.42 6.86 ICICI Bank IBN .3 23 9.53 +0.49 .19 .62 .79 .0282
2.39 1.07 FourSeasonsEduc FEDU ... 56 1.19 –0.02 ... .31 .54 ... 8.40 0.35 HEXO HEXO ... dd .49 –0.02 –.25 –.74 –.08 ... 114.01 69.05 IDACORP IDA 2.8 21 95.85 –1.95 4.61 4.58 4.75 .67 28.61 9.41 KAR Auction KAR 5.9 9 12.97 –0.96 1.42 .88 1.27 .19
127.85 69.16 Franco-Nevada FNV .8 68 124.48 +10.79 1.83 ... ... .25 42.90 16.61 HNI HNI 5.0 10 24.39 –2.04 2.54 2.01 1.53 .305 11.84 4.81 IDT IDT ... cc 5.55 +0.04 .01 1.20 1.27 ... 42.90 20.93 KB Fin KB 5.5 4 26.40 –0.20 7.25 ... 6.63 1.6631
6.64 1.66 Frank'sIntl FI ... dd 2.24 –0.22 –1.05 –.03 –.18 ... 23.93 12.54 HP HPQ 4.5 8 15.52 –0.45 2.07 2.26 2.57 .1762 81.65 44.81 IHS Markit INFO 1.0 31 67.17 +1.70 1.23 2.76 3.12 .17 40.51 9.82 KB Home KBH 1.7 7 21.19 –1.38 2.85 2.48 3.10 .09
41.85 12.61 FranklinCovey FC ... 60 18.30 –1.42 –.07 .09 .37 ... 13.59 4.52 ING Groep ING 11.7 4 5.26 –0.67 1.38 .85 1.02 .2687 31.92 12.00 KBR KBR 2.0 14 19.74 –2.48 1.41 1.77 2.09 .10
44.93 23.95 HSBC HSBC 7.7 17 25.96 –0.80 1.51 2.31 2.93 .50
er s
39.00 14.86 FranklinFin FSB 1.1 21 20.96 –3.10 .98 2.67 2.90 .06 22.18 7.38 Invesco IVZ 13.7 7 9.07 –0.79 1.28 1.95 1.96 .31 34.14 15.55 KKR KKR 2.1 7 23.92 –1.38 3.54 ... ... .125
28.20 11.78 HUYA HUYA ... 57 16.55 +0.93 ... 4.09 6.50 ...
35.80 14.91 FranklinRscs BEN 6.6 7 16.34 –0.47 2.35 1.97 1.82 .27 14.72 1.13 IONGeophysical IO ... dd 1.47 –0.07 –3.41 –2.13 –1.78 ... 22.03 6.84 KKR RealEstFin KREF 11.4 10 15.05 –1.30 1.57 1.66 1.63 .43
13.91 4.82 FreeportMcM FCX .0 dd 8.34 +0.15 –.17 ... ... .05 140.36 63.41 Haemonetic HAE ... 70 107.57 +7.11 1.04 3.34 3.66 ...
169.14 81.79 IQVIA IQV ... cc 131.57 +3.04 .96 6.13 ... ... 12.67 6.66 KT KT ... 9 9.04 +0.27 ... 1.14 1.29 ...
42.75 29.17 FreseniusMed FMS 1.3 15 35.50 +0.78 2.22 2.42 2.74 .6522 32.09 4.25 Halliburton HAL 9.5 dd 7.58 –0.63 –1.29 .13 –.12 .18
10.74 2.77 IRSA IRS ... dd 3.19 –0.55 –11.73 .07 .13 ... 36.50 15.06 K12 LRN ... 31 24.23 +1.93 .91 ... ... ...
22.05 6.68 HamiltonBeach HBB 3.3 dd 10.84 –0.83 ... 1.85 1.90 .09
38.79
13.28
22.98
8.51
FreshDelMonte
FrontYardRes
FDP
RESI
1.2
5.0
24
dd
32.14
12.11
+0.14
+0.06
1.37
–1.96
...
–1.26
...
–1.14
.10
.15
m er
19.10
28.16
6.96
11.31
Hanesbrands
Hanger
HBI
HNGR
6.5
...
6
24
9.21
17.41
–0.36
+0.23
1.64
.72
1.06
–.23
1.54
...
.15
...
75.56
4.17
35.41
1.44
ITT
IamGold
ITT
IAG
1.4
...
13
dd
48.89
3.10
–2.33
+0.30
3.67
–.88
3.05
.18
4.29
.15
.169
...
114.05
5.50
52.71
1.63
Kadant
Kadmon
KAI
KDMN
1.3
...
17
dd
76.47
4.40
–1.63
+0.08
4.54
–.48
4.67
–.60
5.58
.27
.24
...
13.33 6.09 Frontline FRO 16.7 13 9.60 +0.82 .81 2.96 2.15 .40 178.14 104.56 IDEX IEX 1.3 27 152.73 +1.21 5.56 5.21 5.68 .50 1.59 0.17 KaleyraWt KLR.WT ... ... .90 +0.02 ... ... ... ...
52.40 23.68 FullerHB FUL 2.0 13 32.08 –0.50 2.52 2.53 3.23 .1625 39.91 15.01 HannonArmstrong HASI 5.1 23 26.81 +2.20 1.24 1.43 1.50 .34 190.85 115.94 IllinoisToolWks ITW 2.7 20 158.58 –0.70 7.74 6.27 ... 1.07 68.24 29.38 Kaman KAMN 2.1 13 38.34 –2.47 7.47 2.09 2.69 .20
14.81 8.75 FutureFuel FF 1.9 6 12.50 –0.26 2.02 .95 .80 .06 144.71 75.11 HanoverIns THG 2.6 10 100.14 +1.56 10.46 8.47 8.89 .65 25.75 6.01 Imax IMAX ... 14 11.03 +0.30 .76 .29 .96 ... 178.59 92.86 KSCitySouthern KSU 1.1 26 139.36 +2.76 5.40 6.95 ... .40
40.89 14.31 HarleyDavidson HOG 7.9 7 19.35 –1.78 2.68 ... 2.87 .38 64.40 1.08 IndependenceContr ICD ... dd 7.88 +1.63 –16.20 –13.70 –13.38 ... 71.05 51.34 Kellogg K 3.5 23 65.02 +2.28 2.80 3.85 3.99 .57
4.54 1.57 HarmonyGold HMY ... dd 2.78 +0.11 –.35 .25 .47 ...
G 27.97 4.19 Harsco HSC ... dd 7.94 –0.37 6.19 .50 1.09 ...
43.60
16.85
22.00
6.86
Independence
IndepRealty
IHC
IRT
1.7
8.0
32
18
26.00
9.02
–1.28
–0.92
.83
.51
.11
.14
.14
.12
.22
.18
27.61
91.98
15.87
53.81
Kemet
Kemper
KEM
KMPR
.8
1.7
11
9
25.63
69.95
+0.57
–3.04
3.50
7.96
2.18
6.04
1.38
6.33
.05
.30
m rp
3.97 1.10 HarteHanks HHS ... dd 1.90 +0.11 –4.26 –.99 –.14 ... 57.00 28.04 IndustrsBachoco IBA 2.5 9 33.66 +1.86 3.48 ... ... .439 42.03 14.45 Kennametal KMT 3.6 14 22.24 –1.26 2.90 .88 1.35 .20
6.07 3.30 GAIN Capital GCAP 4.0 dd 5.94 +0.15 –1.63 .60 .56 .06 62.75 19.04 HartfordFinl HIG 3.2 7 40.01 –1.87 5.66 5.18 5.58 .325 12.08 6.76 Infosys INFY 2.8 16 8.58 +0.06 .51 .56 ... .1125 23.50 10.98 KennedyWilson KW 6.3 9 14.06 –0.69 1.58 –.26 –.42 .22
22.81 9.03 GAMCO Investors GBL .6 4 12.33 +0.48 ... 3.68 2.38 .02 24.28 9.81 HavertyFurn HVT 6.5 12 12.29 –0.64 1.08 –.12 .50 .20 38.96 17.01 IngersollRand IR ... 35 26.81 +0.31 .76 1.20 1.50 ... 23.05 10.56 KenonHoldings KEN 19.3 dd 15.95 +0.45 8.07 ... ... 1.21
86.01 50.69 GATX GATX 3.4 10 56.56 –5.11 5.81 4.44 4.73 .48 55.15 33.51 HawaiianElec HE 3.1 21 41.98 –3.62 1.99 1.95 2.13 .33 116.88 24.92 Ingevity NGVT ... 9 39.67 –3.26 4.35 4.59 ... ... 32.00 18.98 KeurigDrPepper KDP 2.3 30 26.15 –0.71 .88 1.37 1.55 .15
29.16 14.24 GCPAppliedTechs GCP ... 31 16.83 –1.38 .64 .77 .98 ... 37.97 24.10 HealthcareRealty HR 4.0 cc 30.14 –3.18 .29 .23 .28 .30 99.51 59.11 Ingredion INGR 3.1 13 80.69 –1.41 6.13 6.66 7.05 .63 20.53 7.45 KeyCorp KEY 6.8 8 10.81 –1.20 1.62 ... ... .185
24.03 9.95 GEO Group GEO 14.9 9 12.88 –1.08 1.40 1.33 1.41 .48 34.22 20.61 HealthcareAmer HTA 5.1 cc 24.89 –2.46 .14 .25 .31 .315 139.53 40.21 InnovativeIndProp IIPR 4.6 37 73.44 –2.08 2.03 3.73 5.49 1.00 110.00 71.03 KeysightTechs KEYS ... 27 95.84 +3.74 3.25 4.95 5.41 ...
17.95 11.92 GFLEnvironmental GFL .3 dd 15.08 –0.29 ... –.74 –.45 .01 37.93 18.63 HealthpeakProp PEAK 5.6 cc 26.26 –2.09 .09 .27 .30 .37 97.35
39.34 Inphi IPHI ... dd 96.13 +9.13 –1.61 2.15 3.25 ... 88.99 45.96 KilroyRealty KRC 3.0 35 64.32 –1.73 1.86 1.54 1.95 .485
49.11 37.37 GFL Env Un GFLU 7.2 ... 43.74 +0.08 ... ... ... .75 3.51 1.21 HeclaMining HL .5 dd 2.17 +0.07 –.20 –.03 .08 .0025 144.92 22.59 Insperity NSP 3.9 11 41.00 +0.24 3.70 3.65 3.82 .40 18.60 3.51 KimbellRoyalty KRP 26.2 dd 5.96 –0.71 –3.92 –.20 .11 .38
32.42 10.39 GMS GMS ... 8 14.67 –1.15 1.31 ... ... ... 147.93 52.01 Heico HEI .2 31 82.61 +0.61 2.39 ... 2.29 .08 95.00 40.53 InspireMedical INSP ... dd 76.25 +11.64 –1.40 –2.33 –1.71 ... 149.23 110.66 KimberlyClark KMB 3.0 23 141.94 +10.45 6.24 ... ... 1.07
3.42 0.38 GNC Holdings GNC ... dd .43 –0.01 –.64 ... ... ... 113.69 51.78 Heico A HEI.A .2 27 73.34 +0.58 2.39 ... 2.29 .08
co o
80.25 29.02 InstalledBldg IBP ... 18 41.35 –3.47 2.28 2.82 3.57 ... 21.86 7.45 KimcoRealty KIM 12.6 11 8.92 –1.90 .80 .72 .78 .28
23.30 1.85 GOL Linhas GOL ... dd 4.64 +0.07 ... .18 1.19 ... 10.00 0.99 HelixEnergy HLX ... 4 1.54 –0.11 .38 .38 –.19 ... 99.95 46.01 IntegerHoldings ITGR ... 25 68.48 –2.28 2.92 3.98 4.92 ... 22.58 9.42 KinderMorgan KMI 6.7 16 14.97 –0.39 .96 .91 .91 .25
16.68 5.78 GP Strategies GPX ... 8 6.94 –0.16 .90 .88 1.14 ... 64.80 12.40 Helm&Payne HP 16.0 dd 17.74 –1.44 –.34 –.60 –1.93 .71 27.29 0.90 Intelsat I ... dd 1.36 –0.20 –6.51 –3.51 –3.54 ... 2.95 1.53 KingswayFin KFS ... dd 1.99 +0.06 –1.41 –4.08 .40 ...
46.40 8.53 GSXTechedu GSX ... cc 33.59 +0.43 ... 2.84 5.56 ... 54.37 20.73 Herbalife HLF ... 15 31.95 +1.74 2.20 2.72 3.41 ... 101.93 63.51 ICE ICE 1.3 26 90.40 +3.02 3.42 4.41 4.55 .30 6.64 2.72 KinrossGold KGC ... 11 6.06 +0.44 .57 .45 .52 ...
42.69 4.67 GTT Comm GTT ... dd 9.56 +0.31 –1.88 –1.00 –.88 ... 50.81 11.81 HercHoldings HRI ... 13 21.23 –2.34 1.63 .51 1.99 ... 71.02 25.39 InterContinentl IHG .9 21 44.08 –1.70 211.27 2.13 3.00 .399 92.30 32.76 Kirby KEX ... 20 46.50 –3.03 2.37 2.51 3.31 ...
F
10.48 9.60 GalileoAcquisition GLEO.UT ... ... 10.14 +0.29 –.02 ... ... ... 16.40 5.42 HerculesCapital HTGC 14.3 5 8.98 –0.11 1.71 1.39 1.40 .08 47.46 22.14 IntercorpFinSvcs IFS 27.1 7 25.80 +1.09 3.83 3.67 4.28 1.75 51.08 18.02 KirklandLakeGold KL 1.4 13 34.54 –1.32 2.67 2.98 3.19 .06
10.34 9.20 GalileoAcqn GLEO ... ... 9.84 +0.10 ... ... ... ... 16.38 7.50 HeritageInsurance HRTG 2.2 11 11.15 –0.15 .98 1.63 1.79 .06 158.75 90.56 IBM IBM 5.4 11 120.12 –1.38 10.56 12.01 13.05 1.62 19.77 6.87 KiteRealty KRG 15.0 dd 8.47 –1.56 –.01 –.06 .01 .3175
0.83 0.20 GalileoAcqnWt GLEO.WT ... ... .22 –0.03 ... ... ... ... 5.00 0.31 HermitageOffsh PSV ... dd .64 –0.02 –1.13 –.53 .34 ... 152.95 92.14 IntlFlavors IFF 2.4 31 125.12 –2.25 4.00 ... ... .75 40.46 27.03 Knight-Swift KNX .9 20 36.59 +1.56 1.80 1.80 2.23 .08
109.46 65.09 Gallagher AJG 2.2 24 83.60 –3.24 3.52 3.98 4.50 .45 19.58 2.29 HershaHospitality HT .0 dd 5.02 –0.34 –.74 –.43 –.87 .28 56.11 31.38 IntlFlavorsUn IFFT 6.6 ... 45.34 –1.31 ... ... ... .75 28.30 7.74 Knoll KNL 7.0 7 9.74 –1.51 1.36 1.85 1.51 .17
9.06 2.57 GameStop GME ... dd 4.88 +0.99 –5.38 .25 ... ... 162.20 109.88 Hershey HSY 2.1 27 146.46 +2.55 5.46 6.16 ... .773 16.25 3.59 IntlGameTech IGT 11.9 dd 6.70 +0.16 –.09 .72 1.07 .20 20.97 8.67 KnotOffshore KNOP 15.8 8 13.20 +1.20 1.55 2.25 2.40 .52
11.35 0.63 Gannett GCI .0 dd .90 –0.03 –1.77 –.57 .28 .38 20.85 3.18 HertzGlobal HTZ ... dd 5.01 –1.25 –.49 –2.60 –.09 ... 47.64 26.38 IntlPaper IP 6.4 10 31.85 –2.32 3.07 2.32 2.52 .5125 22.79 11.10 Knowles KN ... 29 15.07 +0.17 .53 .74 1.16 ...
26.86 5.26 Gap GPS .0 9 8.35 –0.74 .93 1.03 ... .2425 74.11 26.06 Hess HES 2.7 dd 37.35 –3.03 –1.37 –2.43 –2.68 .25 31.39 14.89 IntlSeaways INSW 1.0 dd 23.98 +0.92 –.03 6.94 6.51 .06 75.91 10.89 Kohl's KSS 15.2 4 18.48 –1.43 4.37 1.51 3.37 .704
19.71 2.50 GarrettMotion GTX ... 1 4.10 –0.25 4.12 1.38 2.30 ... 25.66 5.70 HessMidstream HESM 11.7 8 13.83 +2.39 1.20 1.49 1.81 .4258 10.27 9.30 InterPrivate IPV.U ... ... 10.03 +0.18 ... ... ... ... 50.78 30.50 KoninklijkePhil PHG 1.9 26 41.12 –0.45 1.44 2.00 2.44 .9356
171.78 76.91 Gartner IT ... 41 105.96 –0.93 2.56 3.01 4.06 ... 17.59 7.43 HewlettPackard HPE 4.9 11 9.71 –0.82 .77 ... ... .12 9.90 9.15 InterPrivate IPV ... ... 9.59 +0.04 ... ... ... ... 43.24 12.91 KontoorBrands KTB 11.3 12 19.88 –0.41 1.69 2.10 3.24 .56
16.77 2.67 GasLog GLOG 15.6 dd 3.85 +0.20 –1.37 .49 .53 .15 87.00 28.05 Hexcel HXL 2.1 9 32.31 –3.11 3.57 2.43 3.59 .17 25.20 11.63 Interpublic IPG 6.8 9 15.06 –1.22 1.68 1.63 1.85 .255 44.75 8.25 Koppers KOP ... 4 12.06 –1.77 3.16 3.06 3.76 ...
21.95 1.51 GasLogPartners GLOP 65.4 dd 3.38 +1.14 –1.43 ... ... .561 4.34 0.15 Hi-Crush HCR ... dd .28 +0.03 –4.10 –.75 –.84 ... 3.89 0.60 IntrepidPotash IPI ... 9 .96 +0.02 .10 .03 .06 ... 12.63 6.28 KoreaElcPwr KEP ... dd 8.26 +0.38 ... .52 .76 ...
16.50 5.42 GatesIndustrial GTES ... 3 7.85 –0.10 2.37 .52 .77 ... 3.11 0.16 HighPointRscs HPR ... dd .19 ... –.64 ... ... ... 11.63 3.90 Invacare IVC .7 dd 6.96 +0.47 ... –.27 .42 .0125 48.81 21.45 KornFerry KFY 1.5 10 27.12 –1.31 1.81 ... 1.71 .10
11.82 4.27 GencoShipping GNK 10.8 dd 6.46 +0.90 –1.34 ... ... .175 52.76 25.10 HighwoodsProp HIW 5.0 29 38.20 –1.20 1.30 1.35 1.19 .48 18.30 1.82 InvescoMtg IVR .0 2 3.69 –0.73 2.42 1.09 .99 .50 7.55 0.50 KosmosEnergy KOS 19.1 dd .95 +0.02 –.14 –.60 –.43 .0452
118.86 54.09 Generac GNRC ... 25 99.31 –2.03 4.03 4.67 5.42 ... 3.72 1.08 HillIntl HIL ... 8 1.96 +0.26 .25 ... ... ... 85.24 43.58 InvRlEst IRET 4.8 10 58.80 –2.58 6.00 –2.06 –1.01 .70 38.58 4.45 Kraton KRA ... 6 9.90 –0.86 1.60 .41 1.34 ...
193.76 100.55 GeneralDynamics GD 3.2 12 138.19 –2.82 11.98 12.10 13.15 1.10 117.10 72.29 Hill-Rom HRC .8 51 112.97 +1.84 2.25 5.43 6.10 .22 28.75 7.42 Invitae NVTA ... dd 14.77 +1.48 –2.66 –2.80 –2.12 ... 36.84 20.70 Kroger KR 2.0 16 31.93 +0.87 2.04 2.50 2.47 .16
13.26 5.90 GeneralElec GE .6 93 6.84 –0.30 –.62 .42 .61 .01 43.45 13.61 Hillenbrand HI 4.5 13 18.89 –1.67 1.92 1.90 2.18 .2125 32.70 15.64 InvitatHomes INVH 2.5 cc 23.82 –0.49 .27 .20 .27 .15 16.00 6.81 KronosWorldwide KRO 7.9 12 9.07 –0.41 .75 .42 ... .18
60.92 46.59 GeneralMills GIS 3.2 17 60.67 +3.27 2.90 3.48 ... .49 26.28 11.05 Hilltop HTH 2.2 7 16.41 –0.91 2.44 1.96 1.85 .09 36.52 21.00 IronMountain IRM 9.9 27 24.99 –2.12 .93 1.18 1.32 .6185
41.90 14.33 GeneralMotors GM 6.8 5 22.48 –1.58 4.57 2.79 4.48 .38
36.56 8.28 HiltonGrandVac HGV ... 8 19.18 +1.73 2.42 2.00 2.95 ... 5.54 2.68 IsraelChemicals ICL 5.9 8 3.09 –0.24 .37 .24 .33 .018
L
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53.20 5.52 Genesco GCO ... 4 17.18 –2.19 3.92 3.20 4.88 ... 17.50 5.48 iStar STAR 4.4 3 9.02 –0.72 3.73 .02 .53 .10
115.48 44.30 Hilton HLT .8 25 75.62 +7.17 3.04 2.19 4.16 .15
23.84 2.58 GenesisEnergy GEL 11.6 29 5.16 +0.17 ... .18 .40 .15 13.68 3.20 ItauCorpBanca ITCB ... cc 4.25 –0.05 .01 .76 1.02 ...
29 19.98 4.67 HoeghLNG Ptrs HMLP 21.3 7 8.28 +2.33 ... ... 1.58 .44
1.86 0.65 GenesisHealthcare GEN ... .85 –0.05 ... –.64 –.55 ... 10.01 3.76 ItauUnibanco ITUB 3.0 6 4.42 –0.22 .70 .55 .61 .003 11.48 2.01 LAIX LAIX ... dd 3.29 +0.12 ... –11.55 –7.48 ...
11.98 4.60 GenieEnergy GNE 3.6 93 8.26 +0.29 ... .25 .46 .075 30.61 6.57 HollyEnergy HEP 20.6 6 13.07 +1.27 2.13 ... ... .6725 12
12.16 1.75 LatamAirlines LTM 1.1 3.69 +0.37 .31 –.36 .14 .0885
20 58.88 18.48 HollyFrontier HFC 5.2 6 27.02 +0.60 4.61 1.41 2.88 .35
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45.20 19.41 Genpact G 1.3 30.86 +0.64 1.56 2.17 2.49 .0975 28.02 8.00 L Brands LB .0 dd 13.78 –1.15 –1.33 1.23 1.96 .30
108.58 49.68 GenuineParts GPC 4.2 18 74.65 +2.98 4.24 5.27 5.69 .79 247.36 140.63 HomeDepot HD 2.9 20 209.42 +7.89 10.25 9.95 10.94 1.50 116.51 55.29 LCI Inds LCII 3.5 13 75.03 +0.16 5.84 4.76 6.15 .65
4.93 2.87 GenworthFin GNW ... 6 3.51 –0.07 .67 .63 .75 ... 29.44 19.38 HondaMotor HMC 3.9 9 22.63 +0.30 3.12 2.98 4.04 .251 9.50 3.64 LG Display LPL ... dd 4.68 +0.05 ... –.66 .24 ...
184.06 101.08 Honeywell HON 2.6 16 138.32 –5.11 8.41 7.59 8.38 .90
no
22.53 5.44 GeoPark GPRK 1.8 10 8.92 –0.95 .96 .30 .76 .0413 12.01 3.03 J Alexander's JAX ... 8 4.92 +0.25 .60 .69 .74 ... 10.71 9.51 LGL Systems Un DFNS.UT ... ... 10.04 –0.13 ... ... ... ...
5.34 1.65 Gerdau GGB 2.0 10 2.34 +0.20 .37 .34 .27 .0168 48.15 30.61 HoraceMannEdu HMN 3.5 8 34.57 –1.65 4.40 2.55 2.68 .30 43.04 21.88 JBG SMITH Prop JBGS 2.7 67 32.77 –0.25 .48 –.22 .38 .225 51.97 27.04 Line LN ... dd 49.15 +0.47 –1.80 –.71 –.07 ...
33.75 16.36 GettyRealty GTY 6.1 20 24.13 +0.07 1.19 1.15 1.20 .37 5.79 1.20 HorizonGlobal HZN ... dd 1.66 –0.26 3.19 –.65 .48 ... 27.00 6.06 JELD-WEN JELD ... 15 9.58 –1.95 .62 .86 1.28 ... 6.76 1.18 LSB Inds LXU ... dd 1.62 –0.03 –3.44 –2.18 –1.13 ...
10.07 9.60 GigCapital2 GIX ... ... 9.97 +0.02 –.13 ... ... ... 51.53 37.00 HormelFoods HRL 1.8 28 50.51 +2.97 1.80 1.74 1.84 .2325 5.63 0.31 J.Jill JILL ... dd .39 –0.06 –2.94 ... ... ... 53.04 24.49 LTC Properties LTC 6.3 18 35.91 –0.71 2.02 2.01 2.01 .19
0.40 0.10 GigCapital2Rt GIX.RT ... ... .25 +0.05 ... ... ... ... 62.54 25.51 DR Horton DHI 1.8 8 39.88 –1.16 4.29 ... 4.75 .175 4.14 2.15 JMP JMP .0 dd 2.40 +0.03 –.32 .32 .40 .04 230.99 142.01 L3HarrisTech LHX 1.7 26 203.50 +12.71 7.86 ... 13.19 .85
0.50 0.10 GigCapital2Wt GIX.WT ... ... .26 –0.03 ... ... ... ... 19.99 7.86 HostHotels HST 7.0 9 11.37 –0.54 1.26 .36 .55 .20 141.10 76.91 JPMorganChase JPM 3.8 11 95.18 –7.58 10.72 5.36 9.79 .90 37.48 15.61 La-Z-Boy LZB 2.7 13 20.92 –2.00 1.44 1.99 .97 .14
40.40 9.42 Gildan GIL 3.8 13 16.11 –0.13 1.27 1.08 1.62 .154 59.91 41.80 HoulihanLokey HLI 2.2 22 56.86 +0.65 2.60 3.02 3.28 .31 44.20 17.63 Jabil JBL 1.2 30 25.85 –0.56 1.81 2.75 3.59 .08 196.36 98.02 LabCpAm LH ... 18 148.52 +1.72 8.35 9.36 12.35 ...
19.03 9.44 Glatfelter GLT 4.0 dd 13.14 –0.10 –.49 .83 1.00 .13 32.90 5.12 Hovnanian HOV ... dd 9.76 –0.72 ... 3.91 –2.25 ... 104.00 59.29 JacobsEngg J .9 dd 84.20 +2.89 6.08 5.37 6.31 .19 18.97 2.65 LadderCapital LADR 18.9 6 7.18 –0.96 1.15 1.19 1.29 .34
84.65 23.31 Glaukos GKOS ... cc 35.69 +1.80 .37 –1.39 –.72 ... 135.42 35.10 HowardHughes HHC ... 30 51.99 –7.36 1.71 1.61 3.22 ... 22.13 8.98 JamesHardie JHX 2.8 23 12.26 –0.64 .52 ... ... .10 96.32 39.06 LambWeston LW 1.5 18 59.92 +1.52 3.18 2.69 2.61 .23
48.25 31.43 GSK GSK 4.8 18 42.07 +3.19 2.40 2.91 2.95 .567 27.87 9.25 HowmetAerospace HWM .0 11 11.65 –1.60 1.03 1.50 1.62 .0163 27.50 11.81 JanusHenderson JHG 9.1 7 15.90 –0.37 2.21 ... ... .36 15.52 5.16 Lannett LCI ... dd 8.31 +0.27 –7.20 ... 1.43 ...
7.05 2.87 GlobalCordBlood CO ... 5 2.99 –0.20 .36 .45 .57 ... 16.82 7.27 Huami HMI ... 11 13.92 +1.13 ... 8.17 10.35 ... 24.03 11.20 JefferiesFin JEF 4.5 4 13.20 –0.97 3.03 .01 .93 .15 3.66 0.33 LaredoPetrol LPI ... dd .42 +0.02 –1.48 .43 ... ...
15.95 6.98 GlobalMedREIT GMRE 7.1 cc 11.23 –0.45 .10 .30 ... .20 25.84 11.69 HuanengPower HNP 3.8 20 13.59 –0.70 ... 2.13 2.40 .5964 22.20 8.83 JerniganCap JCAP 7.5 11 12.34 –1.26 1.11 .30 .16 .23 74.29 33.30 LasVegasSands LVS 6.7 13 47.01 –0.85 3.50 1.95 3.26 .79
21.71 8.77 GlobalNetLease GNL 12.4 33 12.87 –0.88 .39 .16 .22 .40 155.00 85.62 Hubbell HUBB 3.0 16 120.47 –3.97 7.31 8.64 8.09 .91 5.24 0.60 JianpuTech JT ... dd .68 +0.01 ... –1.08 –.67 ... 44.95 20.94 Lazard LAZ 6.8 11 27.83 +0.97 2.57 2.23 3.15 .47
21.62 6.30 GlobalPtnrs GLP 20.6 12 10.05 –0.18 .81 –.33 1.15 .525 207.98 90.84 HubSpot HUBS ... dd 146.08 +4.18 –1.28 1.15 1.75 ... 28.84 11.42 JinkoSolar JKS ... 6 16.57 +0.64 3.07 4.45 3.72 ... 8.85 1.06 Leaf LEAF ... dd 1.40 –0.12 –1.03 –.59 ... ...
209.62 105.54 GlobalPayments GPN .5 66 154.88 +3.85 2.16 6.42 8.73 .195 7.21 1.23 HudbayMinerals HBM .7 dd 2.13 –0.07 –1.32 –.50 –.01 .0075 127.97 56.54 JohnBeanTech JBT .6 18 71.64 –15.84 4.02 4.03 4.47 .10 158.95 63.20 Lear LEA .0 7 87.34 –3.81 12.75 7.99 13.52 .77
9.25 2.61 GlobalShipLease GSL ... 2 4.17 +0.36 1.48 1.93 2.50 ... 16.95 2.26 Hudson HUD ... 57 4.93 –0.66 ... .32 .40 ... 154.50 109.16 J&J JNJ 2.7 24 152.02 +10.79 5.63 7.86 9.14 1.01 3.21 0.75 LeeEnterprises LEE ... 5 .83 –0.05 .25 .93 .39 ...
141.67 70.83 Globant GLOB ... 72 103.02 +10.12 1.43 2.61 3.31 ... 38.81 16.14 HudsonPacProp HPP 4.1 92 24.63 –2.52 .28 .37 .34 .25 44.82 22.78 JohnsonControls JCI 3.5 76 29.54 –1.06 6.49 2.01 2.32 .26 11.04 9.50 LegacyAcqn LGC ... cc 10.40 –0.01 .16 ... ... ...
111.43 56.74 GlobeLife GL 1.0 11 77.25 –3.15 6.83 ... 7.49 .1875 385.00 208.25 Humana HUM .7 19 373.59 +31.69 20.10 ... ... .625 178.55 78.29 JonesLang JLL .8 10 107.00 –8.37 10.87 9.90 12.10 .43 0.60 0.16 LegacyAcqnWt LGC.WT ... ... .25 –0.05 ... ... ... ...
60.15 33.41 GlobusMedical GMED ... 31 47.16 –1.16 ... 1.64 1.94 ... 3.55 0.86 HuntCosFin HCFT 15.2 18 1.97 +0.05 .11 .33 .27 .075 48.00 2.15 JumiaTech JMIA ... ... 3.55 +0.70 ... –2.56 –2.32 ... 50.70 32.71 LeggMason LM 3.2 19 49.55 +0.45 –.38 3.62 2.83 .40
82.30 40.25 GoDaddy GDDY ... 88 66.82 +4.28 .76 .91 1.31 ... 279.71 147.14 HuntingIngalls HII 2.1 15 195.96 +3.57 13.26 20.64 14.61 1.03 10.59 9.50 JuniperIndustrial JIH.UT ... ... 10.09 +0.14 ... ... ... ... 55.42 22.03 Leggett&Platt LEG 5.5 12 28.89 –0.99 2.47 ... ... .40
7.90 3.57 GoldFields GFI 1.3 33 6.35 +0.16 .20 .53 .84 .0406 24.90 12.23 Huntsman HUN 4.2 6 15.57 –1.25 2.44 ... ... .1625 10.50 9.10 JuniperIndlA JIH ... ... 9.62 –0.03 ... ... ... ... 125.84 64.85 Leidos LDOS 1.4 22 99.28 +3.82 4.60 5.44 6.34 .34
22.50 8.00 GoldmanSachsBDC GSBD 12.7 16 14.17 +0.95 .90 1.93 1.89 .45 94.98 24.02 HyattHotels H 1.4 8 57.06 +3.90 ... –.51 .82 .20 1.10 0.48 JuniperIndlWt JIH.WT ... ... .65 +0.10 ... ... ... ... 2.69 1.03 LejuHoldings LEJU ... 29 1.79 +0.05 –.10 .16 .20 ...
250.46 130.85 GoldmanSachs GS 2.7 10 183.49 –0.77 21.03 14.36 21.77 1.25 68.34 33.01 HysterYaleMatls HY 3.4 18 37.55 –1.26 ... .34 4.40 .3175 28.77 15.20 JuniperNetworks JNPR 3.5 23 22.57 +0.90 .99 1.58 1.80 .20 18.85 6.77 LendingClub LC ... dd 7.85 –1.33 –.35 .16 .48 ...

71.38 25.42 Lennar A LEN 1.2 7 42.93 –1.87 ... ... 5.59 .125 27.25 3.42 MicroFocus MFGP 11.7 dd 4.72 –1.18 3.89 1.58 ... .5833 46.43 23.01 OGE Energy OGE 4.9 15 31.71 –0.81 2.16 2.20 2.25 .3875 88.77 23.77 PlanetFitness PLNT ... 40 56.57 +0.98 1.41 1.28 2.05 ...
56.32 18.87 Lennar B LEN.B 1.5 5 32.75 –1.03 ... ... 5.60 .125 148.88 82.00 MidAmApt MAA 3.5 37 113.50 –3.15 3.07 2.46 2.41 1.00 20.09 4.31 O-I Glass OI 3.0 dd 6.75 –0.80 –2.58 1.73 1.99 .05 53.92 4.60 Plantronics PLT .0 dd 11.81 –0.47 –3.61 2.97 1.83 .15
298.49 163.40 LennoxIntl LII 1.7 18 183.88 –20.41 10.38 9.59 11.21 .77 38.18 25.25 MillerIndustries MLR 2.7 8 26.90 –1.62 3.43 2.00 1.72 .18 96.97 63.67 ONE Gas OGS 2.4 25 88.75 –2.31 3.51 3.60 3.85 .54 26.12 0.70 PlayAGS AGS ... dd 3.08 +0.39 –.33 .15 .27 ...
10.79 9.22 LeoHoldings LHC ... dd 10.32 +0.07 –1.09 ... ... ... 63.46 27.28 MineralsTechs MTX .5 10 38.37 –1.23 3.78 4.31 4.37 .05 78.48 12.16 ONEOK OKE 12.7 10 29.38 +0.98 3.07 3.37 3.45 .935 21.50 7.79 PlymouthIndREIT PLYM 12.2 dd 12.25 +0.88 –2.88 –1.79 –1.83 .375
15.75 10.20 LeoUn LHC.UT ... 98 10.89 +0.54 ... ... ... ... 16.95 2.77 MistrasGroup MG ... 17 3.54 –0.36 .21 .26 .58 ... 10.61 9.80 OaktreeAcqn OAC.UT ... ... 10.27 +0.22 ... ... ... ... 104.37 37.35 Polaris PII 4.1 12 60.05 +4.05 5.20 4.30 6.09 .62
23.91 9.09 LeviStrauss LEVI 3.1 14 13.50 –0.28 ... .45 .85 .08 5.54 3.32 MitsubishiUFJ MUFG 4.7 9 3.80 +0.04 .60 ... .55 .1147 10.19 9.40 OaktreeAcqn OAC ... ... 9.85 ... ... ... ... ... 37.33 8.69 PolyOne POL 3.9 12 20.64 –1.11 7.58 1.60 1.91 .2025
11.82 7.86 LexingtonRealty LXP 4.1 9 10.26 –0.62 1.15 .17 .18 .105 18.06 6.64 MiXTelematics MIXT 2.1 12 9.41 –0.14 .65 .58 .55 .0677 1.95 0.60 OaktreeAcqnWt OAC.WT ... ... 1.09 –0.01 ... ... ... ... 63.08 37.83 PortlandGenElec POR 3.0 21 50.82 –1.70 2.39 2.58 2.74 .385
17.67 2.17 LibertyOilfield LBRT .0 7 2.80 –0.54 .53 –.95 –.76 .05 3.20 1.96 MizuhoFin MFG ... 33 2.26 –0.06 .07 .33 .28 ... 63.42 9.00 OccidentalPetrol OXY 3.2 dd 13.63 –1.73 –1.22 –3.86 –2.47 .79 113.73 68.97 PostHoldings POST ... 71 94.32 +1.91 1.66 4.26 5.34 ...
119.61 67.31 LifeStorage LSI 4.6 17 93.21 –9.11 5.55 3.52 3.77 1.07 11.00 6.20 MobileTeleSys MBT 8.9 9 8.15 +0.04 .94 65.31 70.81 .3457 21.29 2.01 OceaneeringIntl OII ... dd 3.49 –0.62 –3.52 –.81 –.89 ... 18.20 10.84 PostalRealty PSTL 3.3 dd 15.27 –0.62 –.30 ... ... .17
1.62 0.58 LightInTheBox LITB ... dd .73 +0.04 –.89 –.01 .03 ... 35.84 15.00 ModelN MODN ... dd 25.48 +2.02 –.60 .28 .35 ... 2.23 0.28 OcwenFinancial OCN ... dd .45 –0.09 –1.06 –.57 –.10 ... 3.01 0.27 PrecisionDrilling PDS ... 21 .33 –0.02 .02 –.34 –.37 ...
157.67 101.36 EliLilly LLY 1.9 31 157.29 +11.56 8.89 6.77 7.79 .74 16.41 2.84 ModineMfg MOD ... 20 4.07 –0.54 1.65 ... ... ... 2.23 0.35 Oi OIBR.C ... dd .56 +0.11 –1.91 –1.05 –1.18 ... 16.93 5.27 PrefApartment APTS 15.0 dd 7.01 –0.68 –2.73 –3.08 –3.48 .2625
67.52 16.11 LincolnNational LNC 5.4 7 29.66 –4.63 4.38 9.01 9.93 .40 42.39 22.11 Moelis MC 6.8 16 30.21 +0.26 1.89 1.40 2.61 .75 38.80 27.51 OilDriAmerica ODC 2.8 15 35.10 +1.92 1.67 1.43 1.46 .25 46.12 27.40 PrestigeCnsHlth PBH ... dd 39.37 –1.06 –.69 2.81 2.98 ...
227.85 146.71 Linde LIN 2.0 45 188.55 –0.93 4.19 7.83 8.73 .963 156.60 56.62 MohawkInds MHK ... 8 79.60 –8.41 10.30 7.03 8.73 ... 21.27 1.52 OilStatesIntl OIS ... dd 2.51 +0.10 –3.90 –1.24 –1.14 ... 13.83 4.05 PretiumResources PVG ... 33 7.31 +0.05 .22 .56 .69 ...
111.76 71.86 Lindsay LNN 1.4 54 91.49 –9.78 .20 2.79 2.51 .32 175.00 102.85 MolinaHealthcare MOH ... 15 169.82 +16.54 11.47 ... ... ... 24.10 11.88 OldRepublic ORI 5.1 5 16.55 –0.51 3.51 1.46 1.65 .21 138.05 61.20 Primerica PRI 1.6 11 97.37 –4.77 8.62 ... 10.13 .40
.
9.60 2.93 Linx LINX ... 78 4.62 +0.33 .06 .13 .18 ... 80.00 42.00 MolsonCoorsA TAP.A 4.1 50 55.60 –7.39 ... 3.45 3.69 .57 24.41 8.76 Olin OLN 5.8 dd 13.70 –1.40 –.07 .08 .70 .20 16.00 6.33 PrimoWater PRMW 2.5 cc 9.66 +0.23 .02 .24 .38 .06
16.46 4.18 LionsGate A LGF.A ... dd 7.10 +0.81 –1.33 –.71 –.19 ... 64.32 34.01 MolsonCoorsB TAP 5.1 40 44.38 –3.02 ... 3.48 3.72 .57 45.22 13.33 OmegaHealthcare OHI 8.3 21 32.42 –2.17 1.58 1.49 1.59 .67 42.03 18.00 ProAssurance PRA 5.7 cc 21.65 –1.66 .02 ... .01 .31
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15.51 3.87 LionsGate B LGF.B ... dd 6.67 +0.85 –1.33 –.71 –.13 ... 15.53 8.42 MonmouthRealEst MNR 5.4 25 12.50 –0.21 .12 .32 .52 .17 85.05 46.37 Omnicom OMC 4.8 9 54.57 –2.23 6.06 5.41 6.09 .65 128.09 94.34 Procter&Gamble PG 2.5 74 124.69 +10.03 1.43 ... ...
165.27 55.74 LithiaMotors LAD 1.3 8 95.94 +12.03 11.60 12.78 12.15 .30 13.29 1.99 MontageRscs MR ... 5 3.80 –0.02 .95 ... ... ... 5.69 0.54 OnDeckCapital ONDK ... 4 1.35 +0.12 .36 .15 .46 ... 84.96 62.18 Progressive PGR .5 14 82.50 +2.11 6.72 5.89 5.48 .10
6.03 1.92 LithiumAmericas LAC ... 6 3.14 ... .58 –.31 –.15 ... 287.25 164.19 Moody's MCO .9 32 239.36 –2.32 7.42 8.85 9.89 .56 31.78 9.71 OneLiberty OLP 12.4 17 14.52 –1.99 .88 ... .82 .45 99.79 59.82 Prologis PLD 2.6 37 90.22 –1.51 2.46 ... ... .58
76.60 21.70 LiveNationEnt LYV ... dd 38.35 +0.08 –.02 –3.18 –.06 ... 98.52 32.49 Moog A MOG.A 1.8 10 54.50 –3.23 5.11 5.00 ... .25 16.60 9.02 OneConnectFinTech OCFT ... dd 10.62 +1.12 –.77 –.64 –.45 ... 25.38 1.36 ProPetro PUMP ... 2 3.50 –0.65 1.57 –.48 –.55 ...
12.29 3.95 Livent LTHM ... 17 5.94 –0.21 .34 .19 .33 ... 57.57 27.20 MorganStanley MS 3.6 8 39.09 –1.99 5.19 3.64 4.58 .35 48.92 12.21 OneMain OMF 6.4 3 20.78 –1.51 6.27 6.06 6.74 2.50 21.00 7.60 ProSightGlobal PROS ... 9 8.05 –1.55 .94 1.24 1.58 ...
60.51 23.44 LiveRamp RAMP ... dd 32.65 –0.15 13.71 ... ... ... 27.36 6.50 Mosaic MOS 1.7 dd 11.45 –1.52 –2.78 .30 1.01 .05 8.94 3.85 OneSmartIntl ONE ... 31 3.86 –0.70 .22 1.50 2.34 ... 75.22 42.02 ProsperityBcshs PB 3.7 11 50.20 –3.80 4.52 4.64 4.86 .46
3.58 1.28 LloydsBanking LYG 3.8 8 1.48 –0.12 .18 .16 .24 .0556 187.49 120.77 MotorolaSol MSI 1.6 32 157.77 +4.88 4.95 8.45 9.34 .64 42.50 20.32 OntoInnovation ONTO ... cc 33.89 +1.78 .06 1.71 2.52 ... 119.98 63.19 ProtoLabs PRLB ... 35 82.15 +4.94 2.35 1.70 2.45 ...
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12.90 3.01 LomaNegra LOMA ... 6 3.55 –0.11 .07 .53 .39 ... 12.71 6.64 MuellerWater MWA 2.3 15 9.00 –0.42 .40 .55 .59 .0525 60.50 39.71 Oracle ORCL 1.8 17 54.62 +1.44 2.97 3.86 4.13 .24 46.33 15.68 Prudential PUK 3.5 8 26.16 –0.05 .61 3.47 3.71 .5194
34.35 12.97 LouisianaPacific LPX 3.3 dd 17.46 –0.91 –.04 .75 1.52 .145 29.70 4.50 MurphyOil MUR 6.3 1 7.94 +0.03 6.98 –2.81 –2.70 .125 16.64 9.93 Orange ORAN 5.0 14 12.38 –0.10 ... 1.14 1.21 .4505 63.88 34.75 PublicServiceEnt PEG 3.6 16 54.62 +1.67 3.33 3.38 3.46 .49
126.73 60.00 Lowe's LOW 2.3 18 97.10 +1.79 5.49 5.96 6.97 .55 121.24 78.75 MurphyUSA MUSA ... 22 108.22 +2.37 4.86 6.42 5.63 ... 7.00 1.53 OrchidIslandCap ORC 26.0 8 3.69 +0.05 .43 .92 .95 .055 266.76 155.37 PublicStorage PSA 4.1 27 196.48 –12.11 7.29 7.15 7.37 2.00
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15.71 1.15 NGL Energy NGL 47.3 dd 3.30 +0.51 2.01 –1.50 .03 .39 1.05 0.54 OspreyTechWt SFTW.WT ... ... .56 –0.03 ... ... ... ... 43.16 25.04 Qiagen QGEN ... dd 40.56 +0.75 –.18 1.51 1.60 ...
174.93 87.64 M&T Bank MTB 4.2 8 105.48 –9.27 ... 8.61 10.73 1.10 5.65 1.19 NIO NIO ... dd 3.21 +0.54 ... –7.26 –5.57 ... 50.25 38.00 OtisWorldwide OTIS ... ... 46.15 –2.99 ... 1.94 2.20 ... 12.68 2.00 QuadGraphics QUAD 23.4 dd 2.56 –0.45 ... .45 .43 .15
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32.22 15.00 MDU Rscs MDU 3.6 14 23.03 –1.65 1.69 1.76 1.86 .2075 41.78 19.54 NRG Energy NRG 3.8 2 31.37 +0.61 16.94 4.32 4.66 .30 38.50 2.10 Ovintiv OVV 9.3 27 4.04 –0.33 .18 .38 –.09 .0938 44.09 23.77 QuantaServices PWR .6 13 34.91 +1.36 ... 3.66 4.05 .05
8.09 0.32 MFA Financial MFA .0 2 1.78 –0.20 .79 .67 .71 .20 4071.13 2043.01 NVR NVR ... 13 2917.75 –10.26 221.13 208.96 243.14 ... 9.69 2.43 Owens&Minor OMI .1 dd 7.10 +1.03 –1.03 .55 .64 .0025 9.21 1.21 Qudian QD ... 1 1.67 –0.13 ... 4.03 5.77 ...
15.24 4.34 MGIC Investment MTG 3.8 3 6.30 –1.14 1.85 1.56 1.69 .06 4.08 0.27 NaborsIndustries NBR 14.7 dd .27 –0.10 –2.11 –1.62 –1.80 .01 68.72 28.56 OwensCorning OC 2.4 11 40.01 –4.09 3.68 3.59 4.46 .24 118.58 73.02 QuestDiag DGX 2.3 15 95.40 +5.63 6.28 4.81 6.77 .56
34.37 11.43 MGMGrowthProp MGP 7.7 25 24.49 –0.18 .97 1.12 ... .475 10.75 3.66 NamTaiProperty NTP ... dd 5.00 –0.71 –.34 1.10 1.38 ... 19.19 8.09 OwlRock ORCC 10.3 9 12.09 –1.40 1.53 1.45 1.23 .08 5.21 0.61 QuintanaEnergy QES ... dd .98 –0.28 –2.24 –1.30 –1.07 ...
34.64 5.90 MGM Resorts MGM 4.3 4 14.08 –0.47 3.88 –.99 .63 .15 38.92 20.25 NatlBankHoldings NBHC 3.5 9 23.18 –2.36 2.55 1.78 1.81 .20 85.36 30.37 OxfordIndustries OXM 2.5 10 39.56 –1.46 4.05 ... ... .25 11.99 4.55 QuotientTech QUOT ... dd 6.22 –0.30 –.41 –.26 –.08 ...
48.02 9.62 MI Homes MHO ... 4 18.43 –2.17 4.48 4.80 5.32 ... 60.63 31.58 NationalFuelGas NFG 4.2 13 41.55 +2.35 3.51 3.24 ... .435
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33.13 6.87 MPLX MPLX 19.1 12 14.05 +1.67 1.00 2.15 2.14 .6875 91.12 31.37 NatlHealthInv NHI 8.1 15 54.36 –3.48 3.67 3.80 3.93 1.1025
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84.10 44.93 MSC Industrial MSM 5.1 12 58.85 –1.36 5.20 3.90 4.01 .75 38.22 19.34 NatlStorage NSA 5.0 dd 26.55 –4.46 –.15 .64 .68 .33 25.19 3.55 PG&E PCG ... dd 11.41 –0.58 –14.50 ... ... ... 14.99 3.50 REV REVG .0 dd 4.17 –0.22 –.20 –.01 .72 .05
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45.93 12.50 MacquarieInfr MIC .0 14 25.04 +1.04 1.82 .27 1.61 1.00 5.73 1.20 Nautilus NLS ... dd 5.05 +1.29 –3.13 –.41 –.31 ... 58.32 26.27 POSCO PKX 2.8 15 36.08 +2.32 ... 4.06 5.58 1.0612 13.00 1.72 RPC RES .0 dd 2.35 –0.33 –.41 –.47 –.42 .05
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316.39 182.47 MadisonSquGarden MSG ... dd 237.22 –4.93 .48 –1.34 –1.11 ... 11.52 2.09 NaviosMaritime NNA 26.0 dd 4.62 +0.32 –4.75 3.85 5.81 .30 36.83 18.12 PPL PPL 6.3 11 26.39 –0.31 2.37 2.48 2.47 .415 15.18 4.62 RPTRealty RPT 15.9 6 5.55 –1.47 1.04 .11 .10 .22
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172.47 146.00 MSG Sports Wi MSGS.WI ... ... 172.47 +17.27 ... ... ... ... 21.30 4.08 NaviosMaritime NMM 17.5 dd 6.86 +1.06 –5.62 4.49 7.75 .30 75.40 19.73 PROS PRO ... dd 29.80 –1.93 –1.72 –.35 –.03 ... 2.69 0.14 RTW Retail RTW ... dd .27 +0.09 –.96 ... .15 ...
67.75 22.02 MagellanMid MMP 10.2 9 40.02 +0.78 4.46 ... ... 1.0275 38.00 15.01 NavistarIntl NAV ... 11 19.11 –0.11 2.22 ... 1.53 ... 192.13 102.48 PSBusinessParks PSB 3.1 34 133.76 –7.83 3.95 3.03 3.53 1.05 8.27 2.61 RYBEducation RYB ... dd 2.71 –0.22 ... .11 .09 ...
57.09 22.75 MagnaIntl MGA 4.4 7 36.25 –0.45 5.61 3.85 7.39 .40 77.55 33.44 Neenah NP 4.3 13 43.97 –3.63 3.26 3.06 3.32 .47 133.30 28.40 PVH PVH .3 8 44.88 –4.63 5.60 ... 6.53 .0375 5.80 0.70 RaMedicalSys RMED ... dd 1.05 –0.08 –4.33 ... ... ...
16.06 6.30 MagnaChipSem MX ... dd 11.14 –0.05 –.64 .81 .87 ... 69.97 36.70 Nelnet NNI 1.8 12 43.76 –3.21 ... 4.40 5.50 .20 2.34 0.15 PacificCoastOil ROYT 72.8 1 .24 +0.01 .01 .22 .08 .0038 26.32 9.53 RadianGroup RDN 3.7 4 13.56 –1.49 3.20 2.65 3.04 .125
14.13 3.23 MagnoliaOil MGY ... 20 4.01 –0.46 .28 ... ... ... 9.46 3.26 NeoPhotonics NPTN ... dd 8.39 +0.66 –.36 .34 .42 ... 15.66 0.35 PacificDrilling PACD ... dd .51 –0.15 –7.42 –3.50 –2.95 ... 30.86 9.40 Rafael RFL ... dd 13.41 –0.50 ... ... ... ...
45.10 14.11 MainStreetCap MAIN 10.2 12 24.06 –2.11 2.06 2.14 2.31 .205 10.40 1.38 Nesco NSCO ... dd 2.40 –0.30 –.82 ... .85 ... 114.78 71.05 PackagingCpAm PKG 3.5 12 90.84 +0.38 7.34 5.26 5.27 .79 133.63 59.82 RalphLauren RL 3.8 8 72.68 –7.73 5.27 7.25 ... .6875
18.77 1.00 Mallinckrodt MNK ... dd 3.41 –0.25 –11.88 6.22 4.43 ... 1.70 0.10 NescoWt NSCO.WT ... ... .11 –0.06 ... ... ... ... 59.82 12.33 PagerDuty PD ... dd 20.91 +2.52 –.77 –.30 –.23 ... 10.49 1.61 RangeResources RRC .0 dd 4.65 +0.90 –6.92 –.57 –.28 .02
20.48 12.06 ManchesterUnited MANU 1.1 96 16.27 +1.27 .15 –.02 .08 .09 148.05 54.00 Nevro NVRO ... dd 117.71 +8.59 –3.37 –3.06 –1.72 ... 53.43 13.58 PagSeguroDig PAGS ... 20 21.61 –0.20 ... 4.76 6.16 ... 8.15 2.49 RangerEnergySvcs RNGR ... 16 3.85 –0.30 .21 –.81 –.73 ...
19.37 7.66 Manitowoc MTW ... 6 8.38 –1.06 1.31 –.09 .83 ... 10.83 7.00 NewFrontierHlth NFH ... dd 8.26 +0.02 ... –.14 .16 ... 251.11 125.47 PaloAltoNtwks PANW ... dd 193.43 +15.55 –.87 4.50 5.70 ... 10.35 4.32 Ranpak PACK ... dd 7.34 +0.40 ... .08 .14 ...
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100.99 49.57 Manpower MAN 3.4 8 63.74 +1.94 7.72 4.60 6.45 1.09 6.00 0.94 NewHome NWHM ... dd 2.07 +0.45 –.40 .14 .47 ... 15.76 3.08 PanhandleOil&Gas PHX 5.1 dd 3.15 –0.50 –2.43 –.05 .39 .04 102.45 54.21 RaymondJames RJF 2.3 9 63.67 –5.77 7.17 5.50 ... .37
21.23 8.62 ManulifeFin MFC 6.2 6 12.37 –0.43 2.09 2.09 2.32 .1892 51.20 21.14 NewJerseyRscs NJR 3.7 18 33.48 –2.28 1.89 2.10 2.32 .3125 25.69 5.72 ParPacific PARR ... 10 7.22 –0.10 .80 ... 1.26 ... 15.66 0.90 RayonierAdvMatls RYAM .0 dd 1.12 –0.09 –.57 –1.51 –1.05 .07
18.93 3.02 MarathonOil MRO 4.6 7 4.35 +0.23 .59 ... ... .05 14.45 4.62 NewMountainFin NMFC 18.6 6 7.30 –0.02 1.22 1.27 1.25 .34 35.10 9.64 ParTechnology PAR ... dd 15.03 +0.29 –.96 –.49 .18 ... 33.10 15.96 Rayonier RYN 4.4 54 24.42 –1.72 .46 .23 .47 .27
69.65 15.26 MarathonPetrol MPC 9.1 6 25.45 –0.18 3.97 –.31 3.08 .58 15.11 6.42 ParamountGroup PGRE 4.4 dd 9.14 –0.87 –.16 .07 .02 .10 93.45 40.71 RaytheonTech RTX 4.4 10 66.07 +1.36 6.41 ... ... .4335
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142.38 80.18 NewOrientalEduc EDU ... 44 112.48 –3.26 1.50 ... 4.08 ...
43.50 21.90 Marcus&Millichap MMI ... 15 29.65 +0.96 1.95 1.50 2.08 ... 108.91 33.49 NewRelic NEWR ... dd 51.48 –0.04 –.72 ... .46 ... 19.29 9.14 ParkAerospace PKE 3.0 31 13.39 +0.16 5.57 .62 .78 .10 16.90 3.92 ReadyCapital RC 23.5 4 6.82 +0.14 1.72 ... 1.46 .40
39.78 6.95 Marcus MCS 4.7 11 14.60 +1.53 1.35 .63 1.32 .17 17.66 2.91 NewResidInvt NRZ 3.7 4 5.34 –0.41 1.34 .90 1.67 .05 33.02 3.99 ParkHotels PK 22.0 6 8.19 –0.06 1.44 .75 .96 .45 13.88 2.09 Realogy RLGY .0 dd 3.64 +0.07 –1.65 .02 .79 .09
18.43 6.77 MarineProducts MPX 5.8 10 8.23 –0.76 .83 .53 .34 .12 8.35 1.72 NewSeniorInvt SNR 18.4 dd 2.83 –0.06 ... –.23 –.18 .13 215.94 93.00 ParkerHannifin PH 2.5 13 138.60 –6.57 11.48 10.70 11.87 .88 84.92 38.00 RealtyIncome O 5.3 38 52.37 –4.31 1.38 1.53 1.65 .233
23.15 7.25 MarineMax HZO ... 6 11.48 –0.59 1.57 1.13 1.37 ... 13.79 8.19 NY CmntyBcp NYCB 6.7 13 10.17 –0.40 .77 .80 .96 .17 22.11 3.92 ParsleyEnergy PE 2.1 11 6.89 –0.43 .63 .29 .18 .05 8.65 1.16 RedLionHotels RLH ... dd 1.66 –0.01 –.76 ... ... ...
1347.64 710.52 Markel MKL ... 7 954.39 –51.01 129.07 ... 40.00 ... 40.22 26.13 NYTimes A NYT .8 38 31.67 +0.94 ... .71 .89 .06 45.40 24.67 Parsons PSN ... 29 36.53 +0.54 1.30 1.74 2.08 ... 18.01 2.14 RedwoodTrust RWT 36.6 2 3.50 –0.37 1.46 1.63 1.02 .30
131.27 30.10 MarriottVacations VAC 2.8 25 78.39 +5.22 3.09 6.44 ... .54 505.16 304.65 NewMarket NEU 1.9 18 401.71 –2.17 22.73 21.48 23.16 1.90 8.53 0.26 PartyCity PRTY ... dd .42 –0.08 –5.71 .70 .76 ... 90.19 51.99 RegalBeloit RBC 1.8 12 65.72 –5.39 5.66 4.36 5.83 .30
119.88 74.33 Marsh&McLen MMC 1.8 29 98.54 +1.93 3.41 4.93 5.50 .455 61.53 29.77 Newmont NEM .9 17 59.23 +1.92 3.81 ... ... .14 342.00 163.42 PaycomSoftware PAYC ... 73 224.99 +3.00 3.09 ... ... ... 34.93 10.42 RegionalMgmt RM ... 4 14.03 –0.41 3.80 2.40 2.96 ...
281.82 135.08 MartinMarietta MLM 1.1 20 198.87 –9.32 9.74 9.29 10.56 .55 9.07 0.65 NewparkResources NR ... dd 1.16 +0.05 –.14 –.29 –.19 ... 30.54 2.51 PeabodyEnergy BTU .0 dd 3.35 +0.01 –2.04 –2.74 –1.73 .145 17.54 6.94 RegionsFin RF 6.5 6 9.52 –1.49 1.50 .98 1.36 .155
50.06 27.04 Masco MAS 1.4 18 39.99 –0.38 3.22 2.17 2.57 .135 12.57 2.57 NexaResources NEXA 9.9 dd 3.83 +0.38 –1.11 –.68 –.18 .3775 11.51 5.20 Pearson PSO 4.0 14 6.18 –0.47 .43 .47 .52 .073 23.27 4.22 Regis RGS ... dd 8.79 +1.03 –.34 .74 .83 ...
89.21 34.88 MasoniteIntl DOOR ... 27 47.47 –5.18 1.77 3.88 5.11 ... 19.50 6.34 NexPointRealEst NREF 8.2 ... 10.70 –0.25 ... 1.31 1.74 .2198 33.59 5.39 PebblebrookHotel PEB .4 17 10.66 –0.75 .63 –.12 .09 .01 169.26 55.39 ReinsGrp RGA 2.8 7 99.90 –12.10 13.62 12.28 14.21 .70
73.71 22.51 MasTec MTZ ... 7 34.80 –3.99 5.17 4.91 4.53 ... 52.87 21.06 NexPointResidentl NXRT 4.4 7 28.36 –1.15 4.03 .25 –.46 .3125 40.65 10.58 PembinaPipeline PBA 9.3 10 20.38 –0.08 2.00 1.55 1.65 .1482 122.17 70.57 RelianceSteel RS 2.8 9 88.07 –1.77 10.34 6.48 7.77 .625
347.25 199.99 Mastercard MA .6 33 259.97 –9.43 ... 7.52 9.65 .40 283.35 174.80 NextEraEnergy NEE 2.3 32 246.26 +0.98 7.76 ... ... 1.40 1.37 0.20 PenneyJC JCP ... dd .28 –0.06 –.84 –1.78 –1.14 ... 202.68 113.27 RenaissanceRe RNR .9 10 157.29 –7.45 16.29 14.21 16.04 .35
22.25 1.11 MatadorRscs MTDR ... 5 3.42 +0.21 .75 ... ... ... 56.74 35.40 NextEraEnergyUn NEE.PRO 4.7 ... 49.78 –0.18 ... ... ... .609 7.93 0.80 PA Reit PEI 91.8 dd .91 –0.21 –.52 –.48 –.59 .21 2.09 0.85 ReneSola SOL ... dd 1.02 –0.05 ... –.05 .04 ...
71.97 26.15 Materion MTRN 1.0 17 42.11 –1.54 2.45 2.39 2.77 .11 50.00 33.92 NextEraEnergyUn NEE.PRP 6.3 ... 44.56 –0.11 ... ... ... .6599 39.57 13.14 PennyMacFin PFSI ... 6 27.54 +2.43 4.89 7.09 5.36 ... 7.26 0.45 Renren RENN ... 0 .84 –0.08 –2.45 –1.65 –1.65 ...
42.16 26.00 Matson MATX 3.1 15 27.94 –1.34 1.91 1.39 2.15 .22 61.87 29.01 NextEraEnergy NEP 4.4 dd 45.93 +2.23 –1.51 1.49 ... .535 23.79 3.50 PennyMacMtg PMT 9.6 4 10.38 –0.19 2.42 2.05 1.98 .25 10.48 9.49 ReplayAcqn RPLA ... 84 9.92 +0.02 .16 ... ... ...
13.62 8.50 MauiLand MLP ... dd 10.39 +0.06 –.54 –.27 –.24 ... 12.20 1.00 NexTierOilfield NEX ... dd 1.82 –0.13 –.86 –1.35 –1.30 ... 53.81 19.99 PenskeAuto PAG 5.0 6 32.41 –1.13 5.28 3.83 5.26 .42 10.57 9.60 ReplayAcqnUn RPLA.UT ... ... 10.19 +0.01 ... ... ... ...
21.45 4.52 MaxarTech MAXR .4 6 10.70 –0.83 1.83 –1.69 –.68 .01 26.29 11.62 NielsenHoldings NLSN 1.8 dd 13.26 –0.88 –1.17 1.63 1.75 .06 47.43 22.01 Pentair PNR 2.4 15 31.66 –1.18 2.09 2.14 2.74 .19 0.90 0.30 ReplayAcqnWt RPLA.WT ... ... .55 ... ... ... ... ...
n-
82.02 46.42 Maximus MMS 1.7 17 65.06 +1.21 3.72 3.75 3.77 .28 105.62 60.00 Nike NKE 1.1 33 89.91 +3.12 ... 2.20 ... .245 194.93 121.80 Penumbra PEN ... cc 177.93 +15.13 1.34 .66 1.51 ... 100.91 65.37 RepublicSvcs RSG 2.0 24 80.28 –1.54 3.33 2.90 3.40 .405
28.70 7.79 MaxLinear MXL ... dd 15.21 +0.39 –.28 .51 .80 ... 22.71 0.38 NineEnergy NINE ... dd .90 ... –7.43 –2.07 –1.84 ... 54.49 7.41 PerformanceFood PFGC ... 14 23.34 –5.94 1.59 1.40 1.93 ... 23.99 3.72 ResideoTech REZI ... 16 4.71 –0.86 .29 1.38 1.60 ...
17.40 3.89 MayvilleEngg MEC ... dd 5.68 –0.37 –.27 .04 .47 ... 30.67 19.56 NiSource NI 3.2 30 26.38 –0.20 .87 1.35 1.42 .21 102.46 62.91 PerkinElmer PKI .3 41 83.63 +5.29 2.04 4.07 4.72 .07 177.99 98.31 ResMed RMD .9 53 165.16 +5.34 2.80 ... 4.76 .39
174.58 112.23 McCormick MKC 1.6 30 156.89 +2.59 ... 5.17 5.43 .62 57.63 20.42 NoahHoldings NOAH ... 13 24.57 –0.08 ... ... ... ... 7.10 2.38 PermianBasin PBT 14.5 7 3.07 –0.30 .42 1.12 1.29 .0338 8.16 1.14 ResoluteForest RFP ... dd 1.62 –0.05 –.51 –1.53 ... ...
174.09 113.12 McCormickVtg MKC.V 1.6 30 155.20 +3.07 ... 5.20 5.43 .62 3.10 0.20 Noble NE ... dd .21 –0.09 –2.81 –1.78 –1.84 ... 3.50 0.67 PermianvilleRT PVL 21.8 5 1.48 +0.38 ... .24 .05 .041 79.46 25.08 RestaurantBrands QSR 4.5 19 45.98 +2.08 2.46 2.32 2.92 .52
221.93 124.23 McDonalds MCD 2.7 24 186.10 +2.40 7.88 6.52 8.35 1.25 5.84 2.34 Nokia NOK 4.9 ... 3.48 +0.21 ... .26 .34 .0558 9.35 1.00 PermRock PRT 28.5 3 2.30 –0.26 ... .41 .17 .015 14.30 2.87 RetailPropofAmer RPAI 12.8 34 5.16 –0.33 .15 .22 .23 .1656
2.14 0.53 McEwenMining MUX ... dd .96 +0.09 –.17 ... ... ... 23.06 14.08 NomadFoods NOMD ... 23 20.33 +1.35 ... ... ... ... 63.86 40.01 Perrigo PRGO 1.7 48 51.87 +1.42 1.07 4.05 4.34 .225 38.85 8.32 RetailValue RVI 17.4 5 11.77 –0.23 2.46 .66 –1.67 2.05
172.18 111.90 McKesson MCK 1.2 dd 141.61 +8.29 .17 14.14 15.79 .41 29.88 14.03 Perspecta PRSP 1.2 35 20.34 –0.25 .44 ... ... .06 27.46 8.68 Revlon REV ... dd 11.42 –0.22 –2.97 ... –1.62 ...
no
5.41 3.05 NomuraHoldings NMR 3.8 5 3.84 –0.24 –.27 .75 ... .137
3.43 1.28 Mechel MTL ... 14 1.75 +0.04 .18 .40 .45 ... 33.70 8.92 Norbord OSB 7.3 dd 12.25 –0.96 –.51 .17 2.06 .1503 65.72 27.74 PetroChina PTR 4.7 10 36.11 –1.90 ... ... ... .4059 48.36 7.17 Revolve RVLV ... dd 11.75 +1.61 –.09 .43 .63 ...
44.72 16.04 Medallia MDLA ... dd 21.44 +1.44 –1.35 .01 .08 ... 5.28 1.66 NordicAmTankers NAT 6.0 dd 4.03 +0.22 –.07 .95 .86 .14 16.95 4.01 PetroleoBrasil PBR 3.0 4 6.45 –0.27 1.56 –.06 .32 .0931 98.79 33.81 RexAmerRes REX ... 47 55.31 +3.62 1.18 2.77 2.77 ...
24.29 12.35 MedicalProp MPW 6.3 20 17.17 –1.12 .87 1.14 1.20 .27 43.75 12.27 Nordstrom JWN .0 6 18.80 –2.52 3.18 1.25 2.84 .37 15.67 4.16 PetroleoBrasilA PBR.A 6.1 4 6.15 –0.41 1.56 .06 .46 .098 53.48 31.79 RexfordIndlRealty REXR 2.1 89 41.61 –2.87 .47 .32 .33 .215
159.41 49.03 Medifast MED 7.0 10 64.76 –4.04 6.43 5.83 7.67 1.13 219.88 112.62 NorfolkSouthern NSC 2.3 16 160.67 +1.37 10.25 9.22 10.91 .94 44.56 27.88 Pfizer PFE 4.1 13 36.91 +1.52 2.87 ... 2.60 .38 35.64 18.87 Rexnord RXN 1.2 19 25.75 +0.10 .28 2.01 2.26 .08
3.45 0.35 MedleyCapital MCC ... dd .63 +0.03 –1.77 –.04 –.04 ... 13.62 4.11 NorthAmConstr NOA 2.6 5 4.68 –0.63 1.09 1.02 1.37 .0301 90.17 56.01 PhilipMorris PM 6.0 17 77.96 +2.62 4.61 ... ... 1.17 256.60 104.83 RingCentral RNG ... dd 236.51 +31.37 ... .91 1.19 ...
3.65 0.28 MedleyMgmt MDLY ... dd .55 –0.03 –.60 –.14 .24 ... 7.75 2.19 NoEuroOil NRT 24.3 4 2.80 –0.50 .82 ... ... .08 119.92 40.04 Phillips66 PSX 6.0 9 59.53 –1.99 6.77 3.31 6.98 .90 64.02 35.35 RioTinto RIO 8.0 10 47.64 –0.02 ... 4.81 4.15 2.31
29.97 7.37 Mednax MD ... dd 12.42 –1.58 –17.94 2.87 3.11 ... 385.01 263.31 NorthropGrum NOC 1.5 27 356.30 +19.65 13.22 23.10 ... 1.32 65.22 19.00 Phillips66Ptrs PSXP 8.3 10 41.61 +4.86 4.29 ... 4.23 .875 45.16 25.92 RitchieBros RBA 1.9 30 41.29 +2.13 1.37 1.42 1.70 .20
122.15 72.13 Medtronic MDT 2.1 26 103.33 +2.30 3.41 5.47 5.42 .54 77.26 50.50 NorthwestNat NWN 3.0 31 64.54 –0.94 2.07 2.37 2.55 .4775 4.54 1.15 PhoenixNewMedia FENG .0 1 1.43 +0.22 ... –.08 .64 1.3712 23.88 5.04 RiteAid RAD ... dd 11.69 –1.37 –8.50 –.43 .31 ...
10.68 9.87 MegalithFinAcqn MFAC ... 92 10.32 +0.03 .18 ... ... ... 80.52 45.06 Northwestern NWE 3.8 16 62.64 –1.96 3.98 3.50 3.70 .60 13.90 5.42 PhoenixTree DNK ... dd 7.16 +1.06 ... ... ... ... 69.08 32.38 RobertHalf RHI 3.1 11 43.24 –0.04 3.90 2.52 3.11 .34
10.94 10.11 MegalithFinUn MFAC.UT ... cc 10.16 –0.44 ... ... ... ... 59.78 7.03 NorwegCruise NCLH ... 3 12.38 –0.73 4.30 .99 2.89 ... 34.85 16.01 Phreesia PHR ... dd 21.84 +2.09 –1.23 –.54 –.70 ... 209.61 115.38 Rockwell ROK 2.4 22 168.59 +0.95 5.83 7.16 7.76 1.02
0.58 0.10 MegalithFinWt MFAC.WT ... ... .25 +0.04 ... ... ... ... 99.84 69.18 Novartis NVS 2.2 18 89.29 +4.44 5.13 ... ... 3.0874 20.78 11.01 PhysiciansRealty DOC 5.8 41 15.84 –0.77 .39 .31 .34 .23 54.82 32.20 RogersComm B RCI 3.3 14 42.96 –0.04 ... 2.89 3.15 .3736
92.64 65.25 Merck MRK 2.9 22 83.46 +0.97 3.81 5.62 6.24 .61 64.82 46.47 NovoNordisk NVO 1.4 26 63.07 +3.07 ... 2.66 3.01 .4452 24.78 13.59 PiedmontOfficeA PDM 4.8 10 17.58 –1.67 1.82 .37 .37 .21 206.43 75.72 Rogers ROG ... 41 103.11 +2.37 2.53 4.20 5.60 ...
65.22 33.45 MercuryGeneral MCY 6.1 7 41.32 –0.12 5.78 3.61 3.45 .63 64.90 12.31 NuSkinEnts NUS 6.0 8 24.84 +2.67 3.10 2.24 2.52 .375 29.80 12.02 PingIdentity PING ... dd 25.18 +3.18 –.02 ... ... ... 43.91 30.72 Rollins ROL 1.2 63 38.96 +2.94 .62 .68 .81 .12
60.85 10.55 Meredith MDP 16.9 dd 14.08 –3.18 –.71 6.23 6.29 .595 59.19 27.53 Nucor NUE 4.3 9 37.33 –2.10 4.14 2.20 3.06 .4025 105.51 60.05 PinnacleWest PNW 3.9 17 79.91 –2.32 4.77 4.83 5.11 .7825 395.00 240.00 RoperTech ROP .6 19 321.97 +6.52 16.82 12.85 13.62 .5125
76.83 25.24 MeritageHomes MTH ... 7 42.12 –4.84 6.42 5.65 ... ... 30.06 4.98 NuSTAREnergy NS 26.1 dd 9.20 –0.34 –2.30 1.35 1.32 .60 36.83 10.10 Pinterest PINS ... dd 17.45 +0.70 –3.24 –.06 .16 ... 26.88 8.85 RosettaStone RST ... dd 15.62 +0.02 –.55 ... –.64 ...
27.18 10.91 Meritor MTOR ... 6 15.80 –0.67 3.37 1.26 3.27 ... 55.34 23.85 Nutrien NTR 5.0 21 35.81 –0.95 1.70 2.36 2.49 .45 178.22 48.62 PioneerNatRscs PXD 2.9 17 76.63 +1.15 4.50 ... ... .55 82.74 49.55 RoyalBkCanada RY 5.1 9 62.33 –0.78 6.61 6.32 6.58 .8146
15.00 3.88 MesaRoyalty MTR 14.5 6 5.52 +0.26 ... ... ... .0507 28.75 10.54 nVentElectric NVT 4.0 14 17.60 –0.40 1.29 ... ... .175 87.45 31.95 PiperSandler PIPR 2.8 10 53.67 –1.28 7.69 3.91 5.76 .75 7.05 2.45 RoyalBkScotland RBS 1.5 4 2.74 –0.34 .66 .07 .37 .1296
31.50 9.76 MesabiTrust MSB 18.2 6 12.84 –1.48 ... 1.51 2.61 .56 7.28 1.67 PitneyBowes PBI 9.3 36 2.15 –0.04 1.10 .59 .67 .05 135.32 19.25 RoyalCaribbean RCL 8.3 4 37.39 –2.83 8.95 2.85 6.79 .78
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41.70 21.76 MethodeElec MEI 1.6 9 27.93 –0.82 2.43 3.40 3.59 .11 1.08 PivotalInvCorp.IIWt PIC.WT ... ... .59 +0.01 ... ... ... ... 66.48 21.26 RoyalDutchA RDS.A 9.0 9 35.48 –2.43 ... 1.61 3.04 .94
53.28 22.85 MetLife MET 5.3 5 33.06 –2.40 6.06 5.76 6.20 .44 10.08 9.50 PivotalInvII PIC ... ... 9.98 +0.01 ... ... ... ... 67.45 19.19 RoyalDutchB RDS.B 10.9 9 34.43 –2.12 ... 1.61 2.82 .94
51.09 15.52 MetropolitanBk MCB ... 6 22.17 –7.12 3.56 3.41 4.24 ... 25.26 3.00 PlainsAllAmPipe PAA 9.9 3 7.27 +1.57 2.65 1.58 1.53 .18 13.11 4.09 RubiconProject RUBI ... dd 5.64 –0.05 –.48 .01 .34 ...
873.51 579.40 MettlerToledo MTD ... 32 720.91 –6.51 22.47 23.04 26.34 ... 24.95 8.63 OFGBancorp OFG 2.5 12 11.39 –1.78 .92 1.77 2.24 .07 25.69 3.04 PlainsGP PAGP 18.9 4 7.63 +1.62 1.96 1.12 1.06 .18 67.65 22.62 RyderSystem R 7.9 dd 28.19 –3.10 –.47 1.47 2.41 .56

12.54 4.00 RyersonHolding RYI ... 2 4.44 –0.23 2.17 .75 1.07 ... 112.04 50.68 StanleyB&D Un SWT 6.6 ... 80.60 –0.62 ... ... ... 1.3125 0.75 0.15 TortoiseAcqnWt SHLL.WT ... ... .28 –0.02 ... ... ... ... 72.27 11.25 Viad VVI 1.9 22 21.52 –4.15 1.02 3.76 2.98 .10
91.57 13.25 RymanHospitality RHP 13.6 10 27.95 –5.31 2.81 3.38 3.28 .95 31.94 20.22 Stantec STN 1.6 21 27.90 –0.51 1.31 1.53 1.83 .1093 57.99 22.13 Total TOT ... 8 34.51 –2.23 4.20 2.22 3.15 ... 27.63 3.16 VinceHolding VNCE ... 25 5.14 –0.45 –.17 .24 .08 ...
10.25 6.11 StarGroup SGU 6.5 12 7.69 ... .35 1.46 .94 .125 10.34 3.54 TownsquareMedia TSQ 7.0 dd 4.27 +0.07 –1.75 .25 .75 .075 18.95 6.17 Vipshop VIPS ... 21 17.84 +2.35 ... 8.50 10.53 ...
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3.01
2.75
Starrett A
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SCX
SRT
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4
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3.52
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1.19
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1.33
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...
...
145.41
118.10
108.01
70.00
ToyotaMotor
TraneTech
TM
TT
2.9
2.4
8
16
124.61
89.91
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11.73
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15.63
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42.49
214.17
6.90
133.93
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32
18.90
169.54
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26.33 7.59 StarwoodProp STWD 15.4 7 12.46 –1.27 1.79 2.00 2.06 .48 8.50 3.63 Transalta TAC 2.2 39 5.57 –0.21 .14 –.20 –.19 .0301 23.25 11.23 Vishay VSH 2.5 13 15.02 –0.54 ... .87 1.14 .095
140.67 90.90 SAP SAP 1.0 40 123.41 +2.00 3.11 5.59 6.38 1.7119 85.89 42.10 StateStreet STT 3.6 10 58.49 –2.46 5.38 5.33 5.79 .52 41.50 16.00 TrancntlRlty TCI ... dd 18.00 –0.68 –3.09 ... ... ... 41.90 16.56 VishayPrecision VPG ... 13 21.20 –1.27 ... 1.06 1.60 ...
312.94 186.06 S&P Global SPGI .9 33 282.59 –0.96 8.60 10.05 11.15 .67 14.33 4.63 SteelPartners SPLP ... dd 5.01 –0.34 .16 ... ... ... 673.51 200.06 TransDigm TDG .0 26 337.40 –7.14 13.84 14.99 15.27 32.50 11.03 1.80 VistaOil&Gas VIST ... 22 2.28 –0.32 –.53 –.20 –.09 ...
10.55 9.76 SC Health SCPE.UT ... ... 10.40 +0.20 ... ... ... ... 23.02 7.02 Steelcase SCS 2.9 6 9.63 –0.82 ... .39 .41 .07 9.79 1.01 Transocean RIG ... dd 1.19 –0.25 –2.05 –.87 –.83 ... 10.42 4.29 VistaOutdoor VSTO ... dd 9.16 +0.21 –11.27 .19 .39 ...
10.25 9.50 SC Health SCPE ... cc 9.92 +0.07 .08 ... ... ... 105.87 69.33 Stepan SCL 1.2 21 94.11 –2.62 4.42 4.16 5.07 .275 16.07 3.72 TransportadGas TGS ... 2 4.48 –0.14 ... .44 .95 ... 27.96 11.30 VistraEnergy VST 3.1 9 17.54 –0.25 1.86 2.11 2.13 .135
1.35 0.81 SC Health Wt SCPE.WT ... ... 1.00 +0.05 ... ... ... ... 168.98 105.69 Steris STE 1.0 34 154.97 +2.28 3.56 ... 6.05 .37 101.16 52.50 TransUnion TRU .4 42 76.18 +4.69 1.81 2.85 ... .075 2.56 0.61 VistraEnergyWt VST.WTA ... ... .69 –0.24 ... ... ... ...
10.48 9.25 SCVX SCVX.UT ... ... 10.14 +0.24 ... ... ... ... 22.17 7.01 SterlingBancorp STL 2.6 5 10.63 –1.42 2.03 1.56 1.95 .07 155.09 76.99 Travelers TRV 3.1 11 105.07 –4.67 9.92 10.08 10.93 .82 32.00 8.51 VivintSmartHome VVNT ... cc 9.91 –1.09 .14 –1.97 –1.64 ...
10.00 9.20 SCVX SCVX ... ... 9.66 +0.16 ... ... ... ... 44.15 20.26 StewartInfo STC 4.1 9 29.27 –0.05 3.31 2.42 2.83 .30 10.54 4.23 TrecoraResources TREC ... dd 5.64 +0.61 –.61 .19 .39 ... 3.34 0.37 VivintSmartHmWt VVNT.WT ... ... 1.00 ... ... ... ... ...
51.42 22.23 Seacor CKH ... 19 26.60 –1.79 1.38 ... ... ... 69.10 31.13 StifelFinancial SF 1.6 8 42.06 –4.09 5.49 4.34 4.70 .17 23.48 11.31 Tredegar TG 2.9 11 16.39 +1.17 1.45 .91 1.11 .12 12.99 3.17 VivintSolar VSLR ... dd 5.42 –0.26 –.84 –.41 ... ...
.
15.17 2.95 SeacorMarine SMHI ... dd 3.17 –1.02 –3.95 –1.22 –.23 ... 31.98 14.67 STMicroelec STM .9 20 23.24 +0.26 1.43 1.02 1.54 .06 67.88 33.50 TreeHouseFoods THS ... dd 49.12 +5.10 –6.42 2.59 2.78 ... 206.80 86.00 VMware VMW ... 9 136.48 +5.05 ... 6.19 7.64 ...
15.10 6.33 SFL SFL 13.8 ... 10.16 +0.22 .83 1.00 .87 .35 4.02 0.50 StoneMor STON ... dd .58 +0.01 –3.83 ... –.60 ... 111.85 56.22 Trex TREX ... 34 83.64 –2.13 2.47 2.45 2.87 ... 35.73 15.89 VoceraComm VCRA ... dd 18.50 –3.65 –.57 .27 .44 ...
ly
48.81 21.25 SINOPEC SHI 12.1 9 26.55 +1.42 ... 3.19 3.77 3.718 34.46 13.87 Stoneridge SRI ... 8 16.90 –1.95 2.13 .71 1.06 ... 10.79 9.38 TrineAcqnUn TRNE.UT ... cc 10.35 ... ... ... ... ... 70.45 27.64 VornadoRealty VNO 6.3 3 42.05 –1.43 16.21 1.13 .68 .66
15.85 3.60 SITE Centers SITC 13.9 17 5.76 –0.66 .33 .20 .18 .20 226.30 124.54 Stryker SYK 1.2 35 189.51 +6.79 5.48 7.50 9.10 .575 10.15 9.40 TrineAcqn TRNE ... cc 9.92 +0.02 ... ... ... ... 2.37 0.58 voxeljet VJET ... dd .96 +0.10 –.52 ... ... ...
74.99 45.60 SJW Group SJW 2.1 74 60.68 –1.29 .82 2.31 2.50 .32 21.22 15.94 StudioCity MSC ... 32 17.50 –2.70 .56 –2.20 –.36 ... 1.13 0.35 TrineAcqnWt TRNE.WT ... ... .70 –0.09 ... ... ... ... 63.81 29.75 VoyaFinancial VOYA 1.4 8 43.52 –2.13 –2.58 4.52 6.22 .15
25.16 14.07 SK Telecom SKM 4.3 16 18.01 +0.29 ... ... ... .84 57.86 38.44 SturmRuger RGR 1.4 29 53.11 +1.04 1.82 3.47 2.73 .18 76.92 27.79 TriNet TNET ... 15 46.25 +2.49 2.99 3.40 3.97 ... 152.49 65.56 VulcanMatls VMC 1.2 24 112.03 –1.07 4.63 4.54 5.15 .34
96.39 37.50 SLGreenRealty SLG .0 17 51.26 –2.91 3.10 1.86 1.67 .295 24.89 8.64 SuburbanPropane SPH 17.3 11 13.87 +0.47 1.10 .82 1.17 .60 24.64 14.53 TrinityIndustries TRN 4.7 15 16.17 –1.22 1.07 .99 ... .19
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18.92
53.76
0.90
25.50
SM Energy
SPX
SM
SPXC
6.0
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dd
21
1.68
35.68
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7.56
12.63
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SumitomoMits
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5.6
14.7
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5.02
4.90
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50.14 14.16 Trinseo TSE 8.3 9 19.24 –2.95 2.28 1.49 2.91 .40 W
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27.64 9.13 Triple-S Mgmt GTS .0 4 16.56 +1.06 3.97 2.80 3.30 .00
49.94 15.74 SPX FLOW FLOW ... dd 30.15 –2.02 –2.23 .96 1.78 ... 25.22 7.51 SummitMaterials SUM ... 26 12.97 –3.00 .52 .45 .65 ... 17.17 2.80 TriplePtVent TPVG 19.6 6 7.34 +0.08 1.28 1.57 1.57 .36
33.48 17.54 STAG Indl STAG 5.5 80 26.08 –1.18 .35 .40 .43 .12 9.45 0.50 SummitMidstream SMLP 61.9 dd .81 +0.04 –4.84 .07 –.04 .125 40.81 19.80 TritonIntl TRTN 7.2 6 28.80 –1.14 4.54 4.28 5.02 .52
136.17 117.20 WABCO WBC ... 28 135.36 +0.65 4.78 6.19 6.87 ...
40.96 13.00 StoreCapital STOR 8.3 14 16.96 –1.47 1.24 1.00 1.06 .35 173.98 95.34 SunComms SUI 2.5 71 127.48 –5.75 1.80 1.36 1.60 .79 6.94 1.07 W&T Offshore WTI ... 4 2.05 –0.27 .52 –.45 –.67 ...
29.38 3.02 TriumphGroup TGI 2.3 dd 7.01 –0.55 –6.47 2.43 3.32 .04
52.59 23.02 SabineRoyalty SBR 10.7 9 26.63 –2.59 3.02 2.96 3.04 .2582 50.13 24.37 SunLifeFinancial SLF 4.7 10 33.02 –1.82 3.33 3.73 4.10 .415 109.53 68.01 WEC Energy WEC 2.5 28 100.34 +2.12 3.58 3.74 3.99 .6325
15.49 3.97 Tronox TROX 4.4 dd 6.37 +0.63 –.78 .67 1.31 .07 51
2.38 0.74 SafeBulkers SB ... 26 1.12 –0.03 .04 –.24 .08 ... 9.17 2.78 SunCokeEnergy SXC 7.5 dd 3.18 +0.12 –1.98 .43 .38 .06 236.52 71.12 WEX WEX ... 114.69 –8.29 2.26 8.45 ... ...
25.75 12.02 TrueBlue TBI ... 9 14.09 –0.33 1.61 1.14 1.63 ... 20
12.91 4.43 SafeguardSci SFE .0 2 5.80 +0.34 2.64 –1.22 –.93 1.00 34.56 9.61 SuncorEnergy SU 8.6 11 15.23 –1.06 1.40 –.56 .63 .3149 75.86 34.26 WNS WNS ... 46.16 +0.47 2.10 2.81 3.06 ...
56.92 24.01 TruistFinl TFC 5.4 9 33.40 –2.71 3.71 2.87 3.77 .45 93.62 38.62 W.P.Carey WPC 6.6 35 62.96 –7.04 1.78 3.29 2.13 1.04
66.70 22.82 Safehold SAFE 1.2 57 54.22 –4.22 .89 1.42 1.74 .156 3.15 0.68 SunlandsTech STG ... dd 1.44 +0.62 ... ... ... ... 4.66 1.70 TsakosEnergy TNP 7.0 dd 2.85 +0.03 –.32 1.59 1.31 .05
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28.86 11.61 SailPointTechs SAIL ... dd 17.09 +0.42 –.10 .01 .10 ... 20.87 6.12 SunnovaEnergy NOVA ... dd 10.99 –0.77 –4.14 –.96 –.23 ... 70.80 27.18 WPP WPP 8.0 12 34.67 –1.46 3.18 3.96 4.95 1.3892
31.04 5.79 TufinSoftware TUFN ... dd 8.96 +0.42 –1.04 –.88 –.71 ... 15.33 1.94 WPX Energy WPX ... 7 4.26 –0.06 .61 ... ... ...
195.72 115.29 Salesforce.com CRM ... cc 162.62 +8.07 .15 3.10 3.86 ... 34.09 10.46 Sunoco SUN 16.3 7 20.21 +2.36 2.82 2.58 3.04 .8255 26.45 1.15 Tupperware TUP .0 8 2.08 –0.22 .25 2.06 2.18 .27 16.70 6.26 WabashNational WNC 4.2 5 7.60 –0.37 1.62 .04 .79 .08
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21.98 6.28 SallyBeauty SBH ... 4 7.70 –1.14 2.26 ... ... ... 14.74 5.75 SunstoneHotelInv SHO 8.6 16 8.65 –0.28 .54 .05 .27 .05 6.31 4.36 TurkcellIletism TKC 5.3 10 4.84 –0.12 .66 .69 ... .0395
4.99 1.39 SanJuanBasin SJT 6.9 12 2.10 –0.08 ... 1.75 2.09 .0322 51.35 0.70 SuperiorEnergy SPN ... dd 1.48 –0.32 –16.61 –6.33 –6.54 ... 81.75 35.07 Wabtec WAB 1.0 29 49.25 –6.01 1.84 ... 4.64 .12
57.06 14.09 TurningPoint TPB 1.0 31 20.83 –1.11 .69 2.04 2.44 .05
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dd 6.30 0.90 SuperiorIndsIntl SUP .0 dd 1.29 –0.09 –5.10 –.47 –.13 .09 19.18 9.87 Waddell&ReedFin WDR 7.9 8 12.67 –0.04 1.57 1.06 .88 .25
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9.35 0.70 SandRidgeEnergy SD ... 1.20 +0.38 –12.68 .71 .60 ... 1.64 0.30 TurquoiseHill TRQ ... dd .46 –0.04 –.07 ... .12 ...
2.55 0.25 SandRidgePermian PER 58.7 2 .53 –0.04 .33 2.81 2.32 .08 11.11 4.43 Suzano SUZ 1.5 dd 6.79 –0.04 –1.06 –.37 .64 .1125 79.74 24.55 Walker&Dunlop WD 3.9 7 36.51 –4.26 5.45 6.06 6.41 .36
20.37 2.61 TutorPerini TPC ... dd 6.23 –0.94 –7.72 1.81 2.08 ... 132.97 98.85 Walmart WMT 1.6 25 132.12 +10.32 5.19 5.16 5.45 .54
7.90 3.32 SandstormGold SAND ... 73 6.42 +0.63 .09 .11 .13 ... 17.83 10.19 Switch SWCH .7 cc 17.25 +1.46 .11 .21 .26 .0294 151.00 68.06 Twilio TWLO ... dd 107.88 +12.54 ... –.23 .16 ...
27.75 9.74 SantanderCons SC 6.3 5 13.92 –2.60 2.86 1.71 2.34 .22 10.19 9.60 SwitchbackEner SBE.UT ... ... 9.75 ... ... ... ... ... 33.49 9.59 WarriorMetCoal HCC 1.8 2 11.33 –1.61 5.86 2.14 ... .05
33.00 7.22 TwinRiver TRWH 3.4 8 11.85 –2.12 1.46 .79 1.84 .10 5.02 0.56 WashingtonPrime WPG 65.8 dd .76 –0.24 –.05 –.38 –.38 .125
28.70 5.94 SaratogaInvt SAR 16.0 3 13.79 –0.12 2.63 2.57 2.23 .56 10.12 9.38 SwitchbackEnerA SBE ... ... 9.70 +0.01 .06 ... ... ...
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45.86 20.00 Twitter TWTR ... 14 26.70 –1.07 1.87 .57 .79 ... 32.22 19.52 WashingtonREIT WRE 5.2 42 22.91 –1.79 4.75 –.23 –.18 .30
34.03 1.25 Sasol SSL ... dd 3.40 –0.48 .49 ... ... ... 38.18 12.15 SynchronyFin SYF 5.6 3 15.62 –2.00 5.56 1.32 3.38 .22 15.85 2.25 TwoHarbors TWO 28.0 5 4.46 –0.45 .93 1.16 1.18 .05
58.49 24.68 SaulCenters BFS 6.8 20 30.96 –6.45 1.57 1.75 1.47 .53 153.07 52.06 Synnex SNX .0 8 78.26 –7.14 9.74 3.48 13.01 .40 105.17 70.87 WasteConnections WCN .8 41 88.04 +0.58 2.15 ... ... .185
340.80 205.90 TylerTech TYL ... 90 326.72 +14.73 3.65 5.47 6.12 ... 126.79 85.34 WasteMgt WM 2.2 26 100.27 +0.42 3.91 3.92 4.51 .545
46.18 11.87 Schlumberger SLB 13.1 dd 15.28 –1.19 –7.32 .55 .27 .50 40.32 10.91 SynovusFin SNV 7.8 5 16.90 –3.13 3.47 1.69 2.55 .33 94.24 42.57 TysonFoods TSN 2.7 11 62.34 +1.40 5.52 6.09 6.84 .42
24.38 15.36 SchneiderNatl SNDR 1.2 26 21.43 +1.18 ... 1.14 1.36 .065 85.98 26.00 Sysco SYY 3.6 14 50.31 +0.72 3.20 ... ... .45 245.68 154.39 Waters WAT ... 23 197.51 +1.58 8.69 8.89 9.86 ...
51.65 28.00 SchwabC SCHW 2.0 14 35.79 –0.75 2.67 2.03 1.83 .18 26.57 14.00 Systemax SYX 2.9 15 19.30 +1.96 1.28 .94 1.34 1.00 186.87 132.97 Watsco WSO 4.6 24 154.26 –7.22 ... 6.80 6.58 1.775
46.65 20.00 SchweitzerMaud SWM 6.3 10 27.96 –3.20 2.76 3.47 3.62 .44 U 114.45 69.02 WattsWater WTS 1.1 21 80.96 –3.04 ... 3.88 4.36 .23
T
96.80 45.45 ScienceApplicat SAIC 1.8 21 81.97 +3.67 3.83 6.13 7.27 .37 166.40 21.70 Wayfair W ... dd 90.08 +13.23 ... –8.93 –7.18 ...
72.05 16.80 ScorpioBulkers SALT 3.9 3 20.60 +2.10 6.60 .64 5.23 .20 13.55 7.48 UBS Group UBS 3.8 8 9.64 –0.41 1.17 1.04 1.16 .73 54.30 18.16 WebsterFin WBS 6.8 6 23.65 –3.02 4.06 2.46 2.97 .40
40.45 12.35 ScorpioTankers STNG 2.0 dd 19.74 +2.33 –.97 4.57 4.78 .10 51.25 29.20 UDR UDR 3.7 62 38.94 –2.18 .63 ... .30 .36 10.20 1.03 Weidai WEI ... 1 1.41 +0.03 .72 1.76 3.13 ...
er s
125.69 76.50 ScottsMiracleGro SMG 2.0 14 117.82 +6.51 8.18 ... ... .58 59.76 30.78 TAL Education TAL ... cc 51.66 +0.84 .64 .09 1.01 ... 32.17 12.21 WeingartenRealty WRI 10.6 6 14.93 –2.81 2.44 .88 .92 .395
55.17 21.75 UGI UGI 4.5 13 28.16 –1.88 1.41 2.49 2.88 .325
15.73 6.04 ScullyRoyalty SRL ... ... 7.40 –0.35 6.91 ... ... ... 57.92 32.37 TC Energy TRP 5.4 14 45.09 –2.31 3.23 2.86 2.97 .5718 46.00 32.44 WeisMarkets WMK 2.8 18 44.66 +0.01 2.53 2.45 2.55 .31
16.64 8.63 UMH Prop UMH 6.3 cc 11.37 –0.69 .06 –.21 –.08 .18
28.85 8.86 SculptorCapMgmt SCU 12.0 8 12.30 –1.66 1.57 2.23 3.46 .53 44.65 18.00 TC PipeLines TCP 8.2 8 31.76 +3.25 3.74 3.84 3.63 .65 19.81 3.17 Welbilt WBT ... 11 4.27 –0.88 .39 .10 ... ...
18
101.00 48.62 TE Connectivity TEL 2.7 14 67.44 –3.73 5.42 ... 5.28 .46 65.76 39.33 Unitil UTL 2.8 54.33 –3.39 2.97 2.39 2.56 .375
55.25 22.60 Sea SE ... dd 53.02 +7.95 ... –1.36 –.70 ... 19.00 3.52 USA Compression USAC 28.0 dd 7.51 +0.38 –2.15 –.14 –.15 .525 54.75 25.11 WellsFargo WFC 7.2 10 28.38 –4.82 4.05 1.30 2.79 .51
18.31 9.61 Tegna TGNA 2.5 8 11.16 –0.80 1.31 2.30 1.66 .07 93.17 24.27 Welltower WELL 7.1 41 49.10 –7.50 3.05 1.59 1.80 .87
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46.89 17.06 SealedAir SEE 2.2 16 29.50 –1.30 1.69 2.71 2.91 .16 43.10 8.32 US Foods USFD ... 10 17.29 –1.25 1.75 1.58 2.48 ...
36.96 6.75 SeaWorldEnt SEAS ... 10 10.83 –1.11 1.10 –.20 1.45 ... 36.65 15.24 TFI Intl TFII 3.0 9 24.50 –0.11 2.80 2.34 2.78 .1993 58.94 20.90 WestAllianceBcp WAL 3.2 7 30.99 –4.09 4.84 3.56 4.59 .25
20.32 11.31 TIM Part TSU 3.1 7 12.36 –0.68 1.90 .81 1.20 .1259 148.48 45.13 US PhysTherapy USPH 1.8 29 72.06 –0.62 2.45 1.40 2.85 .32
12.75 2.22 SelectEnergySvcs WTTR ... 69 3.26 +0.08 .03 –.63 –.54 ... 11.33 1.37 WesternAssetMort WMC .0 2 2.84 –0.04 1.37 1.23 1.24 .31
64.95 32.72 TJX TJX 1.8 19 49.73 +0.92 2.67 1.89 2.69 .23 18.72 0.79 US Silica SLCA 5.3 dd 1.51 –0.01 –4.49 –2.20 –1.96 .02
28.61 10.00 SelectMedical SEM ... 15 16.65 +0.15 1.10 1.25 1.54 ... 34.36 2.90 WesternMidstrm WES 43.0 4 5.74 +0.12 1.59 1.94 1.83 .622
21.30 2.45 TPG RE Fin TRTX 25.4 4 6.76 +0.21 ... 1.74 1.78 .43 7.58 2.65 US Xpress USX ... dd 3.89 +0.05 ... ... .48 ... 8
161.87 88.00 SempraEnergy SRE 3.4 17 124.44 –6.09 7.29 ... ... 1.045 28.45 17.39 WesternUnion WU 4.5 19.93 –0.26 2.46 1.77 2.02 .225
18.63 5.89 TRI Pointe TPH ... 7 10.28 –0.78 1.47 1.29 1.47 ... 47.08 13.71 Uber UBER ... dd 28.00 +0.89 –6.81 –2.00 –1.30 ... 13
76.14 28.99 WestlakeChem WLK 2.6 40.78 –4.83 3.25 1.91 2.60 .2625
m rp
54.72 18.25 SensataTechs ST ... 19 32.70 –1.58 1.76 2.75 3.51 ... 199.91 107.22 Ubiquiti UI .8 32 157.92 +1.21 4.51 5.57 6.15 .30
23 8.39 1.06 TailoredBrands TLRD .0 cc 1.63 –0.23 –1.65 .13 .67 .18 26.48 10.31 WestlakeChemPtrs WLKP 11.9 9 15.47 –0.76 1.77 1.95 2.29 .4714
75.21 38.24 SensientTech SXT 3.5 44.10 –1.20 1.94 2.61 2.98 .39 6.68 1.97 UltraparPart UGP 3.4 30 2.70 –0.10 .09 .20 .32 .0546
dd 60.64 37.18 TaiwanSemi TSM 2.3 25 53.69 +5.36 2.15 2.72 3.03 .4171 20.56 7.98 WestpacBanking WBK 11.7 8 10.16 –0.15 1.38 1.24 1.35 .551
7.59 1.68 SequansComms SQNS ... 6.08 –0.10 –1.56 –.86 –.36 ... dd 27.72 7.39 UnderArmour A UAA ... 49 9.85 –0.58 .20 ... .20 ...
dd 20.93 12.43 TakedaPharm TAK 3.8 16.80 +0.75 .51 –.48 ... .4111 44.39 21.50 WestRock WRK 6.1 9 30.69 –1.47 3.33 2.90 3.54 .465
46.43 5.00 SeritageGrowth SRG ... 9.95 –1.72 –1.77 ... ... ... 6 24.55 6.60 UnderArmour C UA ... 44 8.89 –0.46 .20 ... .21 ...
31.34 5.00 TalosEnergy TALO ... 6.87 +0.09 1.08 ... ... ... 37.62 10.50 Westwood WHG 8.2 30 21.03 +0.28 .70 1.00 1.00 .43
52.89 34.37 ServiceCorp SCI 1.9 20 39.59 –0.92 1.99 1.82 2.15 .19 6 27.85 7.48 Unifi UFI ... 54 10.23 –0.24 .13 ... .51 ...
19.36 4.05 Tanger SKT 25.1 5.70 –1.45 .93 .69 .67 .3575 31.58 13.10 Weyerhaeuser WY 6.8 dd 20.10 –0.91 –.10 ... .65 .34
58.78 17.63 ServiceMaster SERV ... 31 28.70 +1.70 .94 .80 1.06 ... 217.90 121.89 Unifirst UNF .6 18 162.80 –4.84 9.33 6.69 7.76 .25
362.95 213.99 ServiceNow NOW ... 95 299.59 +21.53 3.18 ... 5.44 ...
36.06 10.18 Tapestry TPR 8.9 7 15.22 –0.48 2.21 1.60 2.17 .3375 35.39 18.66 WheatonPrecMet WPM 1.2 cc 34.33 +2.35 .19 ... ... .10
43.47 3.66 TargaResources TRGP 45.9 dd 7.93 –0.68 –1.44 –.44 –.44 .91 63.62 42.00 Unilever UN 3.1 21 50.50 +0.53 2.41 2.85 3.02 .4517 163.64 64.00 Whirlpool WHR 4.6 6 105.33 +0.58 18.45 12.00 14.80 1.20
105.84 30.01 ShakeShack SHAK ... 69 43.50 –1.04 .61 –.30 .29 ... 130.24 70.03 Target TGT 2.3 18 113.42 +9.22 6.36 6.60 7.28 .66 64.84 44.06 Unilever UL 3.4 22 52.89 +1.16 2.41 2.81 3.01 .4517
21.00 12.20 ShawComm B SJR 5.5 16 16.48 +0.11 ... .91 .96 .0707 1168.21 629.21 WhiteMtnIns WTM .1 7 885.85 –57.95 130.27 15.00 18.00 1.00
109.42 56.07 TaroPharm TARO ... 11 68.92 +2.65 7.23 ... 7.01 ... 188.96 105.08 UnionPacific UNP 2.6 18 149.89 +1.16 8.38 7.88 9.26 .97 14.65 4.91 WhitestoneREIT WSR 7.2 10 5.85 –0.46 .57 1.09 1.17 .035
22.70 5.70 ShellMidstream SHLX 15.1 7 11.59 +0.32 1.66 1.52 1.55 .46 16.95 3.92 TataMotors TTM ... dd 5.12 –0.02 –6.07 1.08 1.54 ... 18.13 6.39 Unisys UIS ... dd 12.05 –1.31 –.31 1.07 2.38 ... 29.65 0.25 WhitingPetrol WLL ... dd .34 –0.02 –2.64 –3.36 –3.10 ...
co o
599.95 325.43 SherwinWilliams SHW 1.0 31 516.75 +24.60 16.49 21.66 24.78 1.34 53.40 26.24 TaubmanCtrs TCO 6.6 dd 41.02 –5.78 3.32 –.66 –.57 .675 15.96 0.15 Unit UNT ... dd .25 –0.05 –10.48 –2.87 –2.08 ...
2 9.26 2.95 WideOpenWest WOW ... 13 5.86 +1.15 .45 .59 .71 ...
40.00 17.09 ShinhanFin SHG 4.9 23.57 +0.15 ... 5.96 5.60 1.3575 28.47 6.39 TaylorMorrison TMHC ... 5 11.66 –1.29 2.35 2.62 3.18 ... 2.85 1.87 UnitedMicro UMC 2.7 20 2.44 +0.14 .13 ... ... .0938
dd 50.05 30.42 Wiley A JW.A 3.7 14 36.65 –0.82 ... 2.48 3.08 .34
593.89 216.62 Shopify SHOP ... 590.39 +172.65 ... .04 .51 ... 19.00 5.22 Team TISI ... dd 5.93 –0.31 –1.07 –.19 .28 ... 13.51 5.00 UnitedNatFoods UNFI ... dd 11.44 +1.45 –5.56 ... ... ... 49.41 30.44 Wiley B JW.B 3.7 14 37.00 –1.14 ... 2.48 3.08 .34
46.98 28.76 Shutterstock SSTK 1.9 63 35.89 +1.04 .57 1.36 1.53 .17 28.57 4.49 TechnipFMC FTI 6.4 dd 8.12 –0.28 –5.39 .97 .91 .13 125.31 82.00 UPS B UPS 3.9 20 102.75 +4.06 5.11 6.74 7.82 1.01 29.06 8.41 Williams WMB 8.8 26 18.08 +1.49 .70 .98 1.03 .40
13.27 3.16 Sibanye-Stillwater SBSW ... dd 6.89 +0.41 –.33 2.17 2.20 ... 170.04 58.85 UnitedRentals URI ... 7 105.05 –2.66 15.11 13.38 17.79 ...
F
25.45 5.60 TeckRscsB TECK 1.8 20 7.90 –0.01 ... .80 1.56 .0379 77.00 26.01 Williams-Sonoma WSM 3.7 11 51.64 +0.56 4.49 2.94 4.02 .48
31.44 5.60 SignetJewelers SIG 18.5 8 8.01 +0.13 1.40 –.29 .80 .37 5.76 2.04 Teekay TK ... dd 3.26 +0.32 –3.08 –.01 .12 ... 61.11 28.59 US Bancorp USB 4.8 9 35.06 –2.99 4.16 2.35 3.22 .42 63.45 16.94 Winnebago WGO 1.2 12 35.99 +0.22 3.52 2.07 3.54 .11
20.47 1.50 SilverBowRscs SBOW ... 0 2.64 –0.76 9.74 4.94 3.85 ... 16.74 7.00 TeekayLNG un TGP 6.7 7 11.36 +1.46 1.59 2.85 3.02 .25 16.99 4.54 US Steel X .6 dd 6.79 –0.02 –3.67 –3.97 –1.26 .01 13
4.63 2.52 Wipro WIT ... 3.03 –0.07 .21 .21 .23 ...
16.95 7.60 SilvergateCapital SI ... 10 13.72 +2.42 ... .65 .83 ... 25.74 7.68 TeekayTankers TNK ... 16 19.94 +0.88 ... 9.11 6.86 ... 306.71 187.72 UnitedHealth UNH 1.5 20 290.56 +26.43 14.33 ... ... 1.08 14
37.58 12.19 WolverineWwide WWW 2.0 20.01 +1.13 1.44 ... 2.60 .10
180.06 42.25 SimonProperty SPG 14.9 8 56.12 –12.05 ... ... 6.71 2.10 18.89 12.12 TejonRanch TRC ... 35 14.02 –0.43 .40 .01 .02 ... 24.77 6.40 Univar UNVR ... dd 11.92 –1.19 –.61 1.21 1.56 ... 3
38.26 15.54 WooriFin WF ... 20.34 +1.21 ... 6.18 6.11 ...
88.25 47.02 SimpsonMfg SSD 1.5 21 63.40 –3.18 2.98 2.17 2.67 .23 176.40 51.71 TeladocHealth TDOC ... dd 173.27 +26.61 –1.38 –1.09 –.70 ... 63.18 37.04 Universal UVV 6.7 13 45.44 –1.23 4.11 2.03 2.40 .76 64.11 22.01 Workiva WK ... dd 33.51 –1.03 –1.04 –.70 –.40 ...
119.42 53.29 SiteOneLandscape SITE ... 43 76.41 –0.51 1.82 1.56 1.90 ... 18.55 7.42 TelecomArgentina TEO 16.0 dd 7.74 –0.57 ... –.03 .35 .2888 132.41 54.54 UniversalHealth UHT 2.6 76 104.88 –8.23 1.38 2.49 2.48 .685 44.37 20.49 WorldFuelSvcs INT 1.6 9 24.86 –0.98 2.69 2.86 3.13 .10
59.52 8.75 SixFlags SIX .0 7 15.59 –0.55 2.11 1.84 ... .25 398.99 195.34 TeledyneTech TDY ... 30 318.08 –9.84 10.73 10.19 11.63 ... 157.79 65.20 UniversalHealthB UHS .7 12 107.79 +3.28 ... 10.11 11.52 .20 100.45 29.10 WW Ent WWE 1.2 47 40.54 +3.12 ... 1.48 1.78 .12
44.50 17.06 SkechersUSA SKX ... 12 26.43 +0.03 ... 1.18 2.32 ... 398.65 221.27 Teleflex TFX .4 35 346.68 +21.12 9.80 11.46 14.27 .34 32.46 14.20 UnivInsurance UVE 3.7 14 17.47 –0.78 1.36 2.75 3.00 .16 44.69 19.28 WorthingtonInds WOR 3.9 14 24.66 –2.97 2.61 2.40 2.71 .24
37.03 10.82 SkylineChamp SKY ... 16 16.83 –0.12 –1.09 ... ... ... 14.68 9.00 TelefonicaBras VIV 6.6 12 9.17 –0.86 .78 .71 .79 .2687 9.76 2.75 UnvlTechInst UTI ... dd 5.82 –0.50 –.52 .14 .35 ... 53.13 13.74 WyndhamDest WYND 8.6 4 23.13 +0.03 5.48 3.16 4.84 .50
42.00 15.10 SlackTech WORK ... dd 28.10 +3.40 ... –.20 ... ... 8.55 3.75 Telefonica TEF 7.5 22 4.56 –0.14 .19 .66 .67 .2219 37.81 9.58 UnumGroup UNM 7.4 3 15.51 –0.07 5.24 5.58 5.96 .285 63.66 14.50 WyndhamHtls WH 3.6 22 35.08 +0.76 1.62 2.56 3.32 .32
55.79 30.91 Smartsheet SMAR ... dd 50.56 +5.93 –.85 –.57 ... ... 31.48 16.06 TelekmIndonesia TLK 3.1 14 20.56 +0.66 1.28 ... ... .7724 21.74 6.98 UrbanEdgeProp UE 10.2 10 8.64 –0.98 .92 .26 .28 .22
56.50 33.81 SmithAO AOS 2.3 19 41.08 +0.87 ... 1.96 2.31 .24
XYZ
34.12 14.05 Telephone&Data TDS 3.6 18 18.78 +0.64 ... .95 .64 .17 19.87 8.30 UrstadtBiddle UBP 9.0 20 11.10 –0.21 .58 ... .75 .25
52.26 26.07 Smith&Nephew SNN 1.9 29 39.35 –1.07 1.38 1.80 2.25 .462 100.39 22.00 TempurSealy TPX ... 13 43.95 –3.38 3.42 3.23 4.46 ... 24.88 10.05 UrstadtProp A UBA 8.7 24 12.84 –1.66 .58 ... .75 .28
128.43 91.88 Smucker SJM 2.9 22 121.58 +8.83 4.52 8.33 ... .88 30.32 9.10 Tenaris TS 4.2 9 12.74 –0.26 1.48 .68 .70 .26 93.43 43.01 UsanaHealth USNA ... 15 68.60 –0.10 4.41 4.01 5.11 ...
19.76 7.89 Snap SNAP ... dd 12.98 –0.63 –.75 –.63 ... ... 18.18 9.22 TencentMusic TME ... 32 10.89 –0.08 ... .36 .49 ... 5.85 0.80 XFinancial XYF ... 1 .95 +0.01 .93 .42 .38 ...
V
172.61 90.72 SnapOn SNA 3.7 10 118.33 –3.79 12.41 9.88 10.78 1.08 39.37 10.00 TenetHealthcare THC ... dd 22.41 +2.54 –2.24 2.19 3.27 ... 100.18 38.47 XPO Logistics XPO ... 16 58.96 –2.94 3.57 ... 5.02 ...
38.18 15.20 SOQUIMICH SQM 3.5 21 22.57 –0.27 ... 1.19 1.40 .1494 87.06 46.64 Tennant TNC 1.4 25 62.45 –1.71 2.48 3.07 3.72 .22 23.33 6.28 XeniaHotels XHR .0 19 8.99 –1.01 .49 .63 .49 .275
n-
6.05 3.00 Sogou SOGO ... 15 3.43 –0.07 ... .18 .30 ... 25.35 2.21 Tenneco TEN ... dd 3.80 –0.45 ... –2.22 1.38 ... 39.47 15.01 Xerox XRX 5.5 6 18.12 –1.24 5.80 2.96 3.37 .25
19.31 4.50 SolarisOilfield SOI 7.6 3 5.50 –0.41 1.69 .21 .24 .105 46.16 17.62 Teradata TDC ... dd 22.66 +0.26 –.18 1.17 1.60 ... 10.18 3.56 VEREIT VER 11.2 dd 4.92 –0.36 –.37 .19 .18 .1375 4.67 1.93 XinyuanRealEst XIN 15.1 2 2.58 –0.28 ... 1.40 1.42 .10
21.66 11.50 SolarWinds SWI ... cc 16.98 –0.09 .06 .88 1.00 ... 34.17 12.11 Terex TEX 3.3 19 14.39 –1.95 .76 .05 1.54 .12 100.25 45.07 VF VFC 3.3 18 57.50 –1.71 3.15 ... ... .48 89.34 54.62 Xylem XYL 1.5 31 69.59 +0.25 2.21 ... 3.01 .26
35.41 9.00 SonicAutomotive SAH 2.4 5 16.37 –0.39 ... 1.51 2.57 .10 62.31 42.12 TerrenoRealty TRNO 2.0 64 54.82 –1.64 .85 .79 .89 .27 28.75 9.85 VICI Prop VICI 7.4 13 16.09 –1.07 1.24 1.59 1.79 .2975 38.61 15.28 Yeti YETI ... 42 24.42 +1.12 .58 1.03 1.31 ...
66.57 37.30 SonocoProducts SON 3.5 17 49.85 –0.68 2.88 3.28 3.42 .43 2.56 0.22 TetraTech TTI ... dd .25 –0.03 –1.17 ... ... ... 6.86 1.48 VOC Energy VOC 34.2 3 1.93 –0.15 ... 2.05 1.58 .11 18.73 2.25 YPF YPF 5.6 dd 3.88 –0.32 ... ... ... .1396
73.86 46.39 Sony SNE ... 14 64.44 +2.86 6.52 ... ... ... 15.72 6.07 TevaPharm TEVA ... dd 10.27 +0.11 –.91 2.43 2.61 ... 2.75 0.70 VaalcoEnergy EGY ... 20 .80 –0.13 .04 .27 .60 ... 4.94 1.78 YamanaGold AUY 1.2 18 4.26 +0.54 .24 .15 .21 .0125
34.48 19.62 SoJerseyInd SJI 4.6 31 25.90 –0.67 .84 1.53 1.69 .295 915.05 295.05 TexasPacLand TPL 2.0 12 512.62 –0.62 41.09 38.40 45.68 6.00 255.37 125.00 VailResorts MTN .0 22 162.71 –1.98 7.32 ... ... 1.76 40.99 12.89 Yelp YELP ... 36 19.70 +0.01 .52 .05 ... ...
54.85 33.95 SouthJerseyIndsUn SJIU 8.3 ... 43.47 –0.57 ... ... ... .9063 17.35 0.39 Valaris VAL ... dd .45 –0.20 –1.14 –5.38 –4.83 ...
no
11.75 5.50 Textainer TGH ... 7 7.34 –1.63 .99 .70 1.15 ... 22.65 8.56 Yext YEXT ... dd 12.27 +0.60 –1.09 –.48 –.31 ...
71.10 41.96 Southern SO 4.3 13 57.47 –2.86 4.50 3.16 3.31 .62 55.07 20.26 Textron TXT .3 8 27.75 –1.69 3.50 2.73 3.38 .02 14.19 6.49 Vale VALE ... dd 8.36 –0.14 –.33 1.37 ... ... 17.44 2.83 YirenDigital YRD ... 2 3.76 +0.18 2.39 7.79 9.90 ...
57.75 36.39 SouthernUnSeriesA SOLN 6.5 ... 48.93 –1.49 ... ... ... .8438 342.26 250.21 ThermoFisherSci TMO .3 36 331.58 +14.20 9.17 ... ... .22 101.99 31.00 ValeroEnergy VLO 7.6 9 51.76 +1.66 5.84 ... 4.87 .98 29.50 12.01 Youdao DAO ... dd 20.06 +0.49 ... –5.69 –.64 ...
44.82 23.43 SoCopper SCCO 5.3 16 30.26 –0.86 1.92 ... ... .40 27.73 12.62 Thermon THR ... 23 15.06 –0.44 .69 .88 .84 ... 3.17 0.76 Valhi VHI 8.6 6 .93 –0.15 .14 .25 .26 .02 119.72 54.95 YumBrands YUM 2.2 20 84.17 +3.80 4.14 3.26 4.01 .47
58.83 29.15 SouthwestAir LUV 2.3 7 31.19 –5.28 4.27 –.68 3.73 .18 11.95 5.64 ThirdPointReins TPRE ... 4 7.78 –0.08 2.18 1.35 1.60 ... 154.86 82.60 ValmontInds VMI 1.6 15 109.21 –3.85 7.06 5.75 7.62 .45 50.74 38.33 YumChina YUMC 1.1 25 45.37 –0.11 1.89 .88 1.98 .12
92.94 45.68 SouthwestGas SWX 2.9 20 77.52 –0.69 3.94 3.82 4.28 .57 82.50 52.23 ThomsonReuters TRI 2.1 23 72.48 +1.45 3.12 1.88 2.09 .38 23.90 9.06 Valvoline VVV 3.2 12 14.25 +0.15 1.10 ... 1.56 .113 29.63 17.12 ZTO Express ZTO .0 28 28.79 +1.66 ... 7.22 8.88 .29
4.43 1.06 SouthwesternEner SWN ... 2 2.66 +0.15 1.65 .15 .27 ... 89.45 32.30 ThorIndustries THO 3.0 14 53.27 +1.93 2.47 ... 4.62 .40 24.63 6.86 Vapotherm VAPO ... dd 18.40 +1.37 –2.74 –2.32 –2.18 ... 94.89 50.23 Zendesk ZEN ... dd 73.18 +4.47 –1.53 ... .70 ...
10.31 9.75 SpartanEnergy SPAQ ... 80 10.17 +0.03 .18 ... ... ... 12.56 5.20 3D Systems DDD ... dd 7.45 +0.05 –.61 –.04 .12 ... 150.06 89.62 VarianMed VAR ... 36 115.75 +2.60 3.18 3.95 5.31 ... 161.11 74.37 ZimmerBiomet ZBH .8 22 118.58 +8.22 5.47 5.40 7.97 .24
1.15 0.27 SpartanEnerWt SPAQ.WT ... ... .27 –0.03 ... ... ... ... 219.75 114.04 3M MMM 4.0 19 146.46 –1.32 7.81 8.34 9.15 1.47 14.42 7.92 VectorGroup VGR 8.4 15 9.56 –0.90 .63 .53 .61 .20 146.26 90.14 Zoetis ZTS .6 42 130.72 +1.97 3.11 3.76 4.34 .20
66.50 19.59 SpectrumBrands SPB 4.4 dd 37.88 –2.03 9.31 3.10 3.54 .42 25.11 4.84 Tidewater TDW ... dd 5.32 –2.36 –3.71 –.59 –1.35 ... 59.24 28.90 Vectrus VEC ... 15 44.12 +0.47 2.99 3.70 4.62 ... 23.04 6.21 Zuora ZUO ... dd 9.85 +0.73 ... –.27 –.07 ...
88.00 57.37 Spire SR 3.2 22 77.23 –2.11 3.52 3.88 4.08 .6225 3.73 0.50 TidewaterWtA TDW.WTA ... ... .86 +0.11 ... ... ... ... 10.45 3.24 Vedanta VEDL ... 4 4.40 +0.28 1.09 1.45 1.64 ... 52.75 15.52 Zymeworks ZYME ... dd 36.65 –1.13 –3.83 –4.70 –5.03 ...
92.81 13.69 SpiritAeroSys SPR .2 4 22.64 +0.06 5.06 –1.40 2.11 .01 3.52 0.21 TidewaterWtB TDW.WTB ... ... .69 +0.17 ... ... ... ... 181.86 118.11 VeevaSystems VEEV ... 95 181.12 +19.01 1.90 2.48 3.01 ...
58.55
54.63
7.01
18.37
SpiritAirlines
SpiritRealtyCap
SAVE
SRC
...
9.4 14
3 13.35
26.69
–0.73
–3.94
4.89
1.81
–2.48
1.04
3.00
1.11
...
.625
134.42
12.75
78.60
3.46
Tiffany
Tilly's
TIF
TLYS
1.8
.0
29
6
129.15
4.88
+1.20
–0.26
4.45
...
3.43
.56
4.38
.75
.58
1.00
14.90
7.24
2.24
1.18
VelocityFinl
VenatorMaterials
VEL
VNTR
...
...
4
dd
3.10
1.39
–0.80
–0.29
...
–1.64
1.51
.05
2.10
...
...
... NYSE ARCA
161.38 109.18 Spotify SPOT ... dd 141.86 +10.00 –1.15 –1.26 –.44 ... 58.78 22.26 Timken TKR 3.1 8 35.64 +0.52 4.71 3.06 4.08 .28 75.40 13.35 Ventas VTR 10.1 26 31.29 –2.51 1.17 .33 .36 .7925
20.54 9.83 SpragueRscs SRLP 20.7 12 12.87 –0.04 1.10 .09 .78 .6675 10.73 2.75 TimkenSteel TMST ... dd 2.78 –0.59 –2.46 –1.22 –.37 ... 29.37 5.25 Veoneer VNE ... dd 8.10 –0.93 –4.92 –4.23 –2.65 ... 15.69 7.35 EmpireStateReal250 FISK 4.6 ... 9.07 +0.44 ... ... ... .105
87.25 32.33 Square SQ ... 80 61.09 +1.88 ... ... 1.03 ... 7.25 1.14 TItanIntl TWI 1.7 dd 1.15 –0.30 –.84 –.67 –.16 .005 28.99 5.70 Veritiv VRTV ... dd 8.38 –1.67 –1.84 –1.35 –.15 ... 15.89 6.07 EmpireStateRealES ESBA 4.7 ... 8.86 –0.75 ... ... ... .105
23.38 15.32 St.Joe JOE ... 40 17.69 –0.94 .45 .25 .08 ... 49.31 13.28 Toll Bros TOL 2.0 6 21.83 –1.92 4.03 ... 3.88 .11 62.22 48.84 Verizon VZ 4.2 13 58.46 +1.02 4.65 4.87 5.01 .615 21.98 7.43 USBrentOilFd BNO ... ... 8.58 –1.16 ... ... ... ...
9.50 0.27 StageStores SSI ... dd .39 –0.01 –3.13 –.82 –.72 ... 39.63 30.79 TootsieRoll TR 1.0 37 36.04 –1.53 ... .68 .74 .09 27.48 1.50 VermilionEnergy VET 55.0 23 3.61 –0.86 .16 –.99 –.68 .1742 33.82 8.19 USGasolineFd UGA ... ... 12.45 +0.64 ... ... ... ...
55.85 35.51 StandardMotor SMP 2.4 17 42.00 –1.84 2.54 2.76 3.28 .25 125.66 54.83 TopBuild BLD ... 14 77.97 –5.30 5.56 5.34 6.41 ... 23.35 9.61 Verso VRS ... 4 11.81 –1.07 2.74 1.00 3.38 ... 23.40 11.53 US NatGas UNG ... ... 13.20 +0.07 ... ... ... ...
81.69 37.50 StandexInt SXI 1.9 13 45.67 –1.83 5.38 ... 4.62 .22 84.26 52.07 Toro TTC 1.5 25 65.17 +0.12 ... 3.23 3.53 .25 13.75 4.75 Vertiv VRT ... cc 10.28 +1.09 .05 .70 1.01 ... 13.86 4.03 UnitedStatesOilFd USO ... ... 4.21 –0.77 ... ... ... ...
173.67 70.00 StanleyBlackDck SWK 2.5 18 112.54 –6.83 6.35 7.57 8.76 .69 59.55 33.74 TorontoDomBk TD 5.8 8 40.54 –2.53 4.71 4.41 4.58 .5554 14.76 5.80 VertivUn VERT.UT ... cc 10.93 +1.56 .06 ... ... ... 10.39 7.10 US12mthNtlGas UNL ... ... 8.21 +0.14 ... ... ... ...
112.05 50.90 StanleyBlackDeckUn SWP 6.5 ... 82.80 –3.96 ... ... ... 1.3438 10.08 9.50 TortoiseAcqn SHLL ... cc 9.93 +0.02 .12 ... ... ... 3.86 0.48 VertivWt VRT.WT ... ... 2.75 +0.57 ... ... ... ... 24.42 11.05 US12moOilFd USL ... ... 12.66 –0.30 ... ... ... ...
Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the - Earnings - - Earnings -
basis of SEC-approved market value of publicly-held shares, trading volume, price and number of market-makers. 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 14.20 3.04 BallardPower BLDP ... dd 10.20 +1.03 –.17 –.14 –.07 ... 15.07 6.98 CapitalBancorp CBNK ... 9 11.08 –0.92 1.21 1.16 1.11 ...
63.96 26.00 BancFirst BANF 3.8 8 33.36 –4.58 4.05 3.00 ... .32 30.95 15.61 CapitalCityBank CCBG 3.1 10 18.17 –1.99 1.83 1.37 1.33 .14
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 90.63 42.61 Bandwidth BAND ... cc 77.54 +1.34 .85 –.27 .02 ... 14.20 5.18 CapitalProduct CPLP 18.6 dd 7.54 –0.19 –7.25 1.93 1.88 .35
34.34 14.20 BankOZK OZK 5.9 6 18.34 –1.51 3.30 2.42 2.44 .27 22.90 7.39 CapitalSouthwest CSWC 14.1 15 11.31 –0.78 1.98 1.63 1.59 .10
A 4.30
244.99
2.36
166.30
AmeriServFin
Amgen
ASRV
AMGN
3.6
2.7 18
8 2.76
234.97
–0.03
+16.76
.35
12.88
.16
15.73
.22
17.03
.025
1.60 12.31
32.50
5.68
17.51
BankofCommerce
BankofPrinceton
BOCH
BPRN
3.1
2.0
8
14
6.42
20.20
–1.66
–2.30
.83
1.47
.89
1.65
.90
1.71
.05
.10
9.99
14.57
2.50
10.01
CapitalaFinance
CapitolFedFin
CPTA
CFFN
28.3
2.9
dd
18
3.53
11.80
+0.43
–0.44
–1.72
.68
.66
.51
.71
.53
.0833
.085
14.29 6.25 AmicusTherap FOLD ... dd 11.50 +1.09 –1.48 –1.06 –.80 ...
60.00 40.48 AAON AAON .7 47 47.85 –0.06 1.02 1.50 1.70 .16 15.25 5.40 AmkorTech AMKR ... 19 9.44 +0.26 .50 .77 .92 ... 20.04 5.58 Bank7 BSVN 5.6 9 7.17 –0.70 .81 1.22 1.35 .10 17.48 7.44 CapStarFin CSTR 2.1 8 9.54 –1.48 1.20 1.00 1.08 .05
53.70 21.56 ACADIA Pharm ACAD ... dd 48.90 +5.10 –1.60 –1.88 –.41 ... 23.06 12.33 AmphastarPharm AMPH ... 17 16.34 –0.13 .98 .57 1.22 ... 15.52 6.73 BankFinancial BFIN 5.2 10 7.64 –1.35 .75 .67 .69 .10 27.55 8.88 CaraTherap CARA ... dd 14.66 +0.94 –2.49 –2.61 –2.26 ...
39.37 20.03 ACI Worldwide ACIW ... 46 26.01 –1.35 .57 1.36 1.48 ... 7.96 3.55 AmtechSystems ASYS ... dd 4.35 –0.25 –.36 –.37 .55 ... 30.93 12.07 BankwellFin BWFG 3.5 7 15.87 –0.13 2.21 1.45 1.81 .14 55.22 26.00 CardiovascularSys CSII ... dd 41.62 +1.62 –.01 –.44 –.02 ...
10.14 4.07 AC Immune ACIU ... 12 7.85 +0.87 .64 –.89 –.54 ... 5.75 1.40 Amyris AMRS ... dd 2.27 –0.20 –2.72 –.27 .05 ... 60.21 27.12 Banner BANR 4.9 8 33.31 –3.62 ... 2.96 3.17 .41 107.50 14.43 Cardlytics CDLX ... dd 46.44 +2.76 –2.79 –.66 –.18 ...
51.20 12.51 ACM Research ACMR ... 37 36.07 +2.99 ... .97 1.45 ... 127.30 79.08 AnalogDevices ADI 2.4 32 102.80 +4.01 3.65 4.27 5.57 .62 56.47 22.19 Baozun BZUN ... 40 30.93 +0.97 ... 8.25 12.17 ... 47.41 15.71 Cardtronics CATM ... 19 20.11 –3.01 1.05 ... 2.45 ...
5.48 1.45 ADMA Biologics ADMA ... dd 2.69 –0.04 –.89 –.45 –.23 ... 79.09 10.00 AnaptysBio ANAB ... dd 16.98 +1.69 –3.60 –3.63 –4.36 ... 95.64 27.25 BarrettBus BBSI 2.8 7 43.06 +3.05 6.27 4.38 5.61 .30 41.27 13.04 CareDx CDNA ... dd 22.64 +0.75 –.52 –.52 .02 ...
19.65 6.25 AGNC Invt AGNC 11.7 11 12.27 +0.05 1.16 2.25 2.22 .12 33.44 10.00 Andersons ANDE 4.4 29 15.74 –2.04 .55 .35 1.25 .175 18.91 4.25 BassettFurniture BSET .0 dd 5.65 +0.57 –.19 –.46 .69 .125 25.54 7.16 CareTrustREIT CTRE 5.8 34 17.24 –1.55 .49 .76 .77 .25
1.93 0.35 ALJ Regional ALJJ ... dd .59 +0.08 –.41 ... ... ... 22.09 7.48 AngioDynamics ANGO ... 8 9.93 –0.54 1.64 .11 .22 ... 24.89 10.65 BayCom BCML ... 8 12.22 –0.63 1.47 1.78 1.91 ... 42.82 14.25 CarGurus CARG ... 49 18.30 –1.12 ... .37 .68 ...
.
13.53 4.41 AMAG Pharm AMAG ... dd 7.48 –0.35 –13.71 .03 .32 ... 75.72 22.01 AnikaTherap ANIK ... 17 32.44 –0.39 1.89 .24 1.87 ... 40.00 11.67 BeaconRoof BECN ... dd 18.40 –0.23 –.51 1.69 2.09 ... 34.98 15.21 Carlyle CG 5.1 8 22.95 –1.11 2.82 1.65 2.19 .25
60.63 19.62 AMC Networks AMCX ... 4 24.37 –0.13 ... 6.99 7.09 ... 12.18 5.22 AnPacBioMed ANPC ... ... 8.01 –0.48 ... –1.38 ... ... 31.80 13.00 BeamTherap BEAM ... ... 15.98 –0.64 ... –1.96 –2.31 ... 10.65 0.98 CarrolsRestr TAST ... dd 3.04 +0.59 –.74 –.70 –.09 ...
ly
80.65 48.02 Amerisafe AMSF 1.7 13 64.76 –3.99 4.80 3.10 2.95 .27 45.04 16.85 ApellisPharm APLS ... dd 34.72 +6.57 –4.90 –5.67 –5.58 ... 4.15 1.28 BeasleyBroadcast BBGI 7.6 5 2.62 +0.68 ... .52 .56 .05 24.25 6.44 CarterBk&Tr CARE .0 8 7.93 –0.82 1.01 .86 1.07 .14
15.15 7.47 A-MarkPrecMet AMRK ... 62 13.32 +0.03 .31 .60 .69 ... 46.70 13.77 ApogeeEnt APOG 4.2 8 17.95 –1.68 2.32 2.44 2.69 .1875 17.79 3.43 BedBath BBBY 14.2 dd 4.79 –0.79 –4.94 –1.58 ... .17 10.10 1.85 CasaSystems CASA ... dd 4.32 +0.31 –.57 .05 .23 ...
18.62 4.10 ANGI Homesvcs ANGI ... 87 5.85 +0.34 ... ... .13 ... 4.08 1.24 ApolloEnd APEN ... dd 2.24 +0.07 –1.27 ... ... ... 210.35 113.01 BeiGene BGNE ... dd 157.43 +7.03 –15.89 –16.52 –11.28 ... 56.14 34.35 CasellaWaste CWST ... 68 44.34 –3.33 ... .52 .78 ...
86.96 28.28 ANI Pham ANIP ... 88 43.13 –4.08 ... 4.50 6.14 ... 18.33 5.20 ApolloInv AINV 22.8 9 7.88 –1.70 1.02 ... ... .45 22.11 6.08 BelFuse A BELFA 3.1 dd 7.75 –0.97 –.71 –.53 .26 .06 181.99 114.01 CaseysGenStores CASY .8 25 153.94 +10.60 5.51 ... ... .32
299.06 174.25 Ansys ANSS ... 50 263.90 +25.98 5.25 6.29 7.08 ... 148.07 81.01 AppFolio APPF ... cc 106.87 +8.36 ... .44 .82 ... 26.58 6.88 BelFuse B BELFB 3.8 dd 7.43 –2.34 –.71 –.85 .51 .07 60.97 28.85 CassInfoSys CASS 3.0 17 35.45 +1.45 2.07 1.86 1.20 .27
23.60 7.19 ARKRestaurants ARKR 8.1 10 12.38 +1.91 .76 1.00 1.00 .25 63.77 29.07 Appian APPN ... dd 42.57 +5.68 ... ... ... ... 33.30 3.32 BellicumPharm BLCM ... dd 6.56 +1.56 –24.01 –13.38 –14.30 ... 39.77 15.26 CastleBiosci CSTL ... dd 29.60 +1.55 –.21 –.54 –.18 ...
on
319.22 186.31 ASML ASML .8 43 295.65 +18.84 6.89 7.92 11.09 1.1586 327.85 170.27 Apple AAPL 1.1 22 282.80 +14.81 11.89 ... ... .77 41.92 6.09 Benefitfocus BNFT ... dd 9.98 –0.44 –1.40 –.63 –.34 ... 8.90 2.74 CatabasisPharm CATB ... dd 5.45 +0.89 –2.35 –1.93 –2.54 ...
3.24 0.70 ATA Creativity AACG ... dd .84 –0.01 –.73 .22 .34 ... 10.42 2.29 AppliedGenetic AGTC ... dd 4.05 +0.43 –.11 ... ... ... 35.00 15.60 BenefyttTech BFYT ... 10 25.33 +3.90 .97 3.60 4.26 ... 38.91 17.58 CathayGenBncp CATY 5.3 7 23.43 –2.77 3.48 3.33 2.54 .31
70.00 37.01 ATN Intl ATNI 1.1 dd 64.36 +0.15 –.68 .17 .23 .17 69.44 36.64 ApplMaterials AMAT 1.7 18 53.20 +3.61 2.86 ... 4.24 .22 13.24 1.82 Berry(bry) BRY .0 4 2.32 –0.08 .53 ... ... .12 236.10 99.58 CavcoIndustries CVCO ... 14 128.79 –12.16 7.40 ... ... ...
11.20 2.23 AveoPharma AVEO ... dd 4.03 +0.28 6.10 ... ... ... 15.98 5.00 AppliedOptoelec AAOI ... dd 8.44 +0.68 –3.31 –.85 .01 ... 239.71 45.00 BeyondMeat BYND ... dd 76.91 +4.61 –.29 .21 .59 ... 9.84 3.53 CECO Env CECE ... 10 4.78 –0.46 .50 .53 .65 ...
29.32 9.76 AVROBIO AVRO ... dd 13.32 –0.66 –2.66 –2.80 –3.06 ... 57.39 7.95 AppliedTherap APLT ... dd 42.00 –1.52 –3.55 –3.30 –4.25 ... 19.79 6.24 BicycleTherap BCYC ... dd 14.66 +0.16 –2.78 –1.33 –2.55 ... 20.84 7.32 Cellectis CLLS ... dd 12.85 +3.15 –2.41 –2.78 –2.71 ...
6.14 1.85 AXT AXTI ... dd 3.69 +0.08 –.07 –.03 .21 ... 53.11 15.10 ApreaTherap APRE ... ... 33.98 +0.37 –4.67 –2.58 –3.29 ... 4.14 0.65 Big5SportingGds BGFV 21.5 2 .93 –0.04 .40 .09 .12 .05 18.99 10.98 CellularBiomed CBMG ... dd 15.56 –0.44 –2.63 ... –2.63 ...
285.77 119.01 Abiomed ABMD ... 31 166.02 +5.94 5.61 4.87 4.53 ... 5.25 1.60 Aptinyx APTX ... dd 2.51 +0.15 –1.71 –1.20 –1.40 ... 29.74 13.23 Bilibili BILI ... dd 29.00 +2.17 ... –.62 –.27 ... 22.48 4.10 Celyad CYAD ... dd 8.77 +0.27 –2.56 ... –2.63 ...
69.00 44.38 AcaciaComms ACIA ... 89 68.50 +1.26 .12 1.53 2.00 ... 33.28 1.66 Aptorum APM ... ... 3.62 +0.57 –.53 –.50 –.44 ... 223.29 155.17 Bio-Techne TECH .6 43 213.82 +21.13 2.47 4.51 5.38 .32 26.79 14.29 CenterStateBank CSFL 3.5 9 16.00 –1.84 1.87 1.69 1.74 .14
us ,
3.50 1.75 AcaciaResearch ACTG ... dd 2.43 –0.10 –.40 ... ... ... 8.59 2.92 ApyxMedical APYX ... dd 3.62 –0.35 –.58 ... ... ... 8.42 1.38 BioCryst BCRX ... dd 3.36 +1.29 –.94 –.94 –.56 ... 28.71 7.80 Centogene CNTG ... dd 18.46 –1.44 –47.19 ... ... ...
35.40 11.09 AcadiaHealthcare ACHC ... 19 23.74 +0.75 1.24 2.28 2.54 ... 10.00 1.41 AquestiveTherap AQST ... dd 3.63 +0.74 –2.61 –1.81 –1.35 ... 7.21 2.85 BioDeliverySci BDSI ... dd 4.25 +0.11 –.18 .20 .53 ... 5.03 1.80 CentralEurMedia CETV ... 11 3.46 +0.01 .32 .33 .36 ...
l
100.64 37.01 AcceleronPharma XLRN ... dd 97.78 +8.91 –2.38 –2.83 –2.59 ... 15.62 3.34 Aravive ARAV ... dd 11.41 +3.96 –1.57 –1.58 –1.72 ... 374.99 215.78 Biogen BIIB ... 11 342.55 +21.50 31.42 32.22 32.40 ... 34.69 22.40 CentralGarden CENT ... 22 32.27 +0.65 ... 1.62 1.74 ...
4.68 1.33 Accuray ARAY ... dd 1.77 –0.23 –.19 ... ... ... 3.66 0.82 ArbutusBiopharma ABUS ... dd 1.19 +0.16 –2.89 –1.17 –1.10 ... 97.10 62.88 BioMarinPharm BMRN ... dd 89.12 +9.57 –.13 .32 1.14 ... 32.29 20.51 CentralGardenA CENTA ... 20 29.80 +0.45 ... 1.62 1.74 ...
e
105.00 12.53 BioNTech BNTX ... dd 40.81 –4.60 –.95 –.94 –.89 ... 8.95 2.91 CenturyAluminum CENX ... dd 4.04 –0.08 –.91 –.99 .55 ...
al a
4.00 0.70 AcelRxPharm ACRX ... dd 1.39 +0.07 –.67 –.51 –.30 ... 33.75 13.54 ArcBest ARCB 1.6 13 19.50 –1.00 1.51 1.25 ... .08
7.15 0.70 AclarisTherap ACRS ... dd 1.20 +0.05 –3.90 –1.40 –1.17 ... 48.32 22.54 ArchCapital ACGL ... 7 27.15 –3.85 3.87 2.28 2.75 ... 70.00 42.00 BioSpecificsTech BSTC ... 16 52.33 –6.05 3.33 3.79 4.12 ... 95.70 51.40 CenturyBancorpA CNBKA .8 9 58.78 –10.41 7.13 2.00 2.00 .12
12.15 0.70 AcordaTherap ACOR ... dd 1.06 –0.01 –5.75 ... ... ... 59.49 28.35 ArcoPlatform ARCE ... dd 45.89 +2.86 –.05 1.09 1.32 ... 60.08 27.35 BioTelemetry BEAT ... 54 44.09 +0.82 .82 2.15 2.42 ... 4.38 0.99 Ceragon CRNT ... dd 2.04 +0.27 –.03 –.04 .09 ...
68.32 41.84 ActivisionBliz ATVI .6 34 66.88 +6.42 1.95 2.48 2.82 .41 19.00 5.70 ArcturusTherap ARCT ... dd 17.67 +2.48 –2.15 ... ... ... 41.79 17.63 BlackDiamond BDTX ... dd 29.85 +3.89 ... –2.16 –2.39 ... 29.36 11.39 Cerence CRNC ... ... 20.38 +1.39 2.76 ... 1.27 ...
7.78 1.90 AdamasPharm ADMS ... dd 3.44 +0.45 –3.80 –2.32 –1.50 ... 40.88 17.10 ArcutisBiotherap ARQT ... ... 27.28 –4.67 ... –3.38 –3.61 ... 97.35 38.22 Blackbaud BLKB .0 cc 50.50 –3.77 .25 2.09 2.35 .12 80.90 53.08 Cerner CERN 1.0 43 70.01 +1.63 1.65 3.11 3.51 .18
ci on
6.00 0.71 AdaptimmuneTher ADAP ... dd 3.47 +0.46 –1.33 –1.11 –1.28 ... 8.82 2.10 Ardelyx ARDX ... dd 7.04 +0.98 –1.47 ... ... ... 74.44 38.32 BlackLine BL ... dd 58.65 +4.23 –.59 .43 .57 ... 6.61 2.71 Cerus CERS ... dd 5.27 +0.07 –.51 –.40 –.29 ...
55.12 15.19 AdaptiveBiotech ADPT ... dd 27.98 +2.21 –1.01 –.93 –1.03 ... 64.48 32.95 ArenaPharm ARNA ... 7 49.73 +2.43 7.69 –9.13 –8.51 ... 6.30 1.47 BlackRockCapInvt BKCC 22.7 dd 2.47 +0.12 –.10 .56 .57 .14 17.57 6.18 ChangeHlthcr CHNG ... dd 10.37 –0.12 ... 1.46 1.41 ...
104.56 43.13 AddusHomeCare ADUS ... 54 80.35 –1.41 1.41 ... ... ... 19.33 7.90 AresCapital ARCC 13.2 7 12.16 –0.94 1.86 1.69 1.72 .40 14.80 4.02 BlkRkTCPCap TCPC 18.9 15 7.61 +0.44 .52 1.37 1.38 .36 63.29 30.71 ChangeHlthcrUn CHNGU 6.9 ... 43.51 –0.41 ... ... ... .75
6.49 1.23 ADDvantage AEY ... dd 2.52 ... –.51 .76 1.30 ... 169.50 103.75 arGEN-X ARGX ... dd 143.52 –0.06 –2.35 –7.59 –8.15 ... 24.29 4.54 BloominBrands BLMN 8.6 6 9.28 +0.16 1.45 –.94 1.12 .20 20.55 5.43 Changyou.com CYOU ... 4 10.74 +0.03 ... 2.46 2.52 ...
386.75 255.13 Adobe ADBE ... 52 344.11 +25.41 6.00 9.75 11.14 ... 38.31 20.79 ArrowFinancial AROW 3.9 11 26.35 –2.42 2.50 2.66 2.46 .26 37.17 8.66 Blucora BCOR ... 14 13.26 +0.15 .98 2.30 2.55 ... 93.52 15.00 ChartIndustries GTLS ... 24 31.60 +2.11 1.32 2.69 3.31 ...
17.81 4.80 Adtran ADTN 3.8 dd 9.49 +0.25 –1.11 –.02 .15 .09 73.72 17.30 ArrowheadPharm ARWR ... 67 36.55 +2.68 .69 –.28 –.58 ... 23.99 8.40 BlueBird BLBD ... 11 10.20 –0.67 .90 1.77 2.15 ... 546.54 345.67 CharterComms CHTR ... 66 499.42 +32.78 7.45 ... ... ...
4.59 0.90 AduroBiotech ADRO ... dd 3.10 +0.27 –1.03 ... ... ... 39.60 30.01 ArtesianRscs A ARTNA 2.8 23 36.05 –1.35 ... 1.56 1.60 .2496 147.48 38.95 bluebirdbio BLUE ... dd 55.71 +9.21 –14.31 –16.05 –13.51 ... 121.50 80.06 CheckPoint CHKP ... 19 106.12 +0.76 5.48 6.36 6.82 ...
15.34 4.45 AdvEmissions ADES 15.0 3 6.66 –0.41 1.93 3.10 ... .25 54.95 15.19 Arvinas ARVN ... dd 50.75 +4.96 –2.13 –2.49 –2.75 ... 1.54 0.53 BlueknightEner BKEP 14.7 dd 1.09 +0.11 –.17 –.10 .03 .04 51.15 14.52 Cheesecake CAKE 7.7 7 18.72 –1.48 2.86 –.10 2.14 .36
78.49 33.38 AdvEnergyInds AEIS ... 32 53.75 +2.13 1.69 2.66 3.98 ... 30.00 0.91 AscenaRetail ASNA ... dd 1.43 +0.05 –67.00 ... ... ... 102.98 43.29 BlueprintMed BPMC ... dd 70.10 +3.90 –5.39 –8.87 –6.70 ... 42.06 3.55 ChefsWarehouse CHEF ... 15 12.33 –0.52 .81 .13 1.03 ...
er s
59.27 26.03 AdvMicroDevices AMD ... cc 56.60 +8.22 .30 1.09 1.55 ... 145.59 90.06 AscendisPharma ASND ... dd 129.00 +7.64 –5.25 ... ... ... 24.52 6.66 BoingoWireless WIFI ... dd 11.64 +0.18 –.23 –.18 –.08 ... 51.36 6.16 ChemoCentryx CCXI ... dd 49.39 +4.40 –.98 –1.33 –1.04 ...
3.77 0.21 Advaxis ADXS ... dd .63 –0.05 –1.09 –.60 –.55 ... 2.34 0.89 AsiaPacificWire APWC ... dd 1.05 +0.10 .21 ... ... ... 2094.00 1107.29 BookingHldgs BKNG ... 13 1470.87 +50.23 111.82 60.78 102.50 ... 50.33 21.75 ChemungFinl CHMG 4.0 8 25.76 –3.77 3.21 2.86 2.98 .26
16.81 4.96 AdverumBiotech ADVM ... dd 12.91 +1.75 –1.01 –1.06 –1.12 ... 8.18 0.35 AslanPharm ASLN ... dd 1.56 +0.37 –1.44 –.53 –.26 ... 13.08 5.18 BostonPrivFin BPFH 6.9 7 6.98 –0.66 .97 .69 .77 .12 9.25 2.88 Chiasma CHMA ... dd 4.53 +0.54 –1.06 –1.38 –1.06 ...
23.65 13.26 Aegion AEGN ... dd 15.06 –1.03 –.67 1.31 1.50 ... 10.27 3.58 AspenGroup ASPU ... dd 7.24 –0.21 –.50 ... –.06 ... 57.22 27.82 Bottomline EPAY ... cc 38.99 ... .23 1.39 1.49 ... 10.80 4.66 ChickenSoupA CSSE ... dd 8.79 +1.01 ... ... ... ...
9.10 3.50 AegleaBioTherap AGLE ... dd 5.66 +0.22 –2.45 –2.50 –2.41 ... 142.89 73.07 AspenTech AZPN ... 28 100.35 +3.11 3.71 3.61 ... ... 12.53 5.10 Brainsway BWAY ... ... 7.65 –0.47 –1.00 –.48 –.23 ... 116.84 9.25 Children'sPlace PLCE .0 6 27.19 +2.35 4.68 2.67 4.83 .56
1.70
44.13
0.37
10.80
Aemetis
AeriePharm
AMTX
AERI
...
...
dd
dd
.58
15.00
+0.03
–0.25
–1.75
–4.39
–1.14
–2.91
–1.05
–1.65
...
...
25.07
4.92
m er8.13
0.55
AssemblyBiosci
AssertioTherap
ASMB
ASRT
...
...
dd
dd
17.57
.92
+1.15
+0.19
–3.72
–3.07
–4.12
...
–3.52
.89
...
...
34.25
48.36
17.17
14.23
BridgeBancorp
BridgeBioPharma
BDGE
BBIO
5.3
...
7
dd
18.25
27.39
–2.43
–0.99
2.59
...
2.34
...
2.47
...
.24
...
4.40
119.44
1.19
88.00
Chimerix
ChinaBiologic
CMRX
CBPO
...
...
dd
30
1.59
107.33
+0.08
+7.99
–2.03
3.55
–.87
4.68
–.56
5.00
...
...
72.70 45.00 AeroVironment AVAV ... 48 58.56 –0.44 1.97 ... ... ... 11.38 4.45 AstaFunding ASFI ... 11 11.25 +0.22 1.08 .16 .11 ... 38.00 14.06 BridgfordFoods BRID ... 26 18.50 –3.10 ... ... ... ... 13.70 3.65 ChinaFinance JRJC ... dd 4.55 –0.47 –.90 .26 .43 ...
12.56 6.03 AestheticMed AIH ... dd 8.74 –0.38 –1.61 5.62 7.08 ... 46.37 25.17 AstecIndustries ASTE 1.2 39 38.20 –1.57 .98 1.54 2.16 .11 12.88 5.44 Brightcove BCOV ... dd 8.99 +1.01 –.58 .23 .22 ... 5.18 0.34 ChinaIndex CIH ... 4 1.39 ... ... ... ... ...
3.74 1.42 Affimed AFMD ... dd 2.30 +0.31 –.38 ... –.66 ... 44.34 6.99 Astronics ATRO ... 5 8.09 –1.48 ... –.86 –.35 ... 48.25 12.05 BrighthouseFin BHF ... dd 22.60 –4.92 –6.76 8.58 10.37 ... 3.29 0.32 ChinaInternet CIFS ... dd .53 +0.06 –.17 ... ... ...
34.87 13.98 Afya AFYA ... 42 18.62 –2.07 ... 3.92 5.56 ... 27.96 5.29 AstroNova ALOT 4.8 25 5.89 –0.51 .24 –.32 .83 .07 331.58 155.67 Broadcom AVGO 4.9 44 265.88 +11.58 6.43 21.61 23.82 3.25 2.53 0.63 ChinaXDPlastics CXDC ... 1 .89 +0.01 1.03 1.78 1.74 ...
37.17 12.61 Agilysys AGYS ... dd 17.25 –1.67 –.57 .09 .21 ... 36.55 4.52 AtaraBiotherap ATRA ... dd 8.66 +0.11 –5.27 –5.31 –4.57 ... 21.16 7.10 BrookfieldProp BPY 14.0 5 9.52 –0.80 1.89 2.10 2.28 .3325 24.83 13.92 ChipMOSTechs IMOS ... 83 19.00 +0.82 .23 2.02 2.17 ...
m rp
59.53 27.77 AgiosPharm AGIO ... dd 45.39 +5.51 –6.86 ... ... ... 21.11 5.63 Athenex ATNX ... dd 8.76 +0.20 –1.67 –1.56 –.88 ... 21.14 7.15 BrookfieldPropREIT BPYU 14.0 dd 9.51 –1.26 .63 ... ... .3325 167.53 52.90 ChurchillDowns CHDN .6 29 97.48 –6.46 3.38 2.73 4.51 .581
3.42 1.00 AgroFresh AGFS ... dd 1.67 –0.19 –1.21 –.38 –.25 ... 2.95 1.46 AtlanticAmerican AAME ... dd 1.93 –0.14 –.04 ... ... ... 16.96 9.62 BrooklineBcp BRKL 4.3 10 10.72 –1.85 1.10 .94 1.05 .115 29.45 7.28 Chuy's CHUY ... 39 14.23 –0.19 .37 1.15 .68 ...
0.08 ... AgroFresh Wt AGFSW ... ... .01 ... ... ... ... ... 20.21 8.89 AtlCapitalBcshs ACBI ... 16 11.33 –1.15 2.12 ... ... ... 50.35 21.19 Brooks Auto BRKS 1.2 89 33.95 +3.45 6.04 1.08 1.43 .10 4.44 1.22 CidaraTherap CDTX ... dd 2.82 +0.35 –1.41 –1.43 –1.54 ...
37.00 10.09 AimmuneTherap AIMT ... dd 16.24 +0.22 –3.97 –3.94 –2.35 ... 40.20 18.84 AtlUnionBkshs AUB 4.5 9 22.09 –4.09 2.41 2.09 2.24 .25 54.49 30.78 Bruker BRKR .4 30 37.53 +0.73 1.26 ... 1.83 .04 145.09 40.80 Cimpress CMPR ... 6 50.19 –14.13 3.09 ... ... ...
24.50 9.41 AirT AIRT ... 19 12.75 +1.20 .44 .61 .69 ... 32.50 17.74 AtlanticaYield AY 6.8 38 23.61 +0.41 .61 .88 1.34 .41 41.41 22.20 BrynMawrBank BMTC 3.8 9 27.54 –3.49 2.93 2.19 ... .26 118.19 65.69 CincinnatiFin CINF 2.8 7 85.80 +2.22 12.10 3.80 3.85 .60
0.30 0.03 AirT Wt AIRTW ... ... .07 –0.05 ... ... ... ... 18.28 3.22 Atlanticus ATLC ... 7 11.00 –0.50 1.66 –3.25 –2.00 ... 28.43 9.00 BuildersFirstSrc BLDR ... 8 14.62 –0.42 1.90 1.52 2.01 ... 2.05 0.25 Cinedigm CIDM ... dd .45 +0.08 –.44 –.09 .34 ...
25.60 13.20 AirTransportSvcs ATSG ... dd 18.62 –1.04 .79 1.38 1.58 ... 50.15 14.97 AtlasAir AAWW ... dd 24.72 –0.62 –11.35 6.97 5.56 ... 26.64 9.17 BusFirstBcshs BFST 3.3 7 12.04 –1.41 1.74 1.78 2.24 .10 304.81 154.33 Cintas CTAS 1.2 23 204.16 +5.42 7.99 7.96 ... 2.55
107.22 73.19 AkamaiTech AKAM ... 36 105.35 +9.96 2.90 4.89 5.33 ... 14.14 5.00 AtlasTech ATCX ... dd 8.70 –0.30 ... .24 .15 ... 91.63 37.24 CirrusLogic CRUS ... 27 70.28 +5.70 1.46 3.81 3.51 ...
28.38
10.53
8.00
2.99
AkceaTherap
AkebiaTherap
AKCA
AKBA
...
...
63
dd
16.54
7.46
+0.30
+0.46
.77
–2.36
–1.93
–1.65
–2.13
–.69
...
...
1.40
156.12
0.37
100.28
AtlasTechWt
Atlassian
ATCXW
TEAM
...
...
...
dd
.65
152.25
–0.03
+14.30
...
–.52
...
...
...
...
...
... C 58.26
24.78
32.40
6.70
CiscoSystems
CitiTrends
CSCO
CTRN
3.4
2.9
17
8
42.48
11.13
+1.28
+0.71
2.61
1.41
...
1.85
...
2.10
.36
.08
co o
34.00 10.78 AkeroTherap AKRO ... dd 20.56 –3.59 –2.90 ... ... ... 29.35 9.51 Atreca BCEL ... dd 15.41 –0.11 ... ... ... ... 12.75 5.26 CtznCmntyBcp CZWI 3.5 7 6.01 –0.26 .85 .87 1.19 .21
5.46 0.18 Akorn AKRX ... dd .27 +0.07 –1.80 .05 .32 ... 44.51 22.57 AtriCure ATRC ... dd 39.83 +3.58 –.94 –1.41 –.93 ... 13.15 8.42 Cadiz CDZI ... dd 12.29 –0.39 –1.11 –.97 –.35 ... 22.99 16.02 CitizensHolding CIZN 5.2 16 18.49 –0.84 1.17 1.45 1.55 .24
71.50 32.00 Alarm.com ALRM ... 42 44.77 +2.05 1.06 1.49 1.69 ... 922.80 579.00 Atrion ATRI .9 34 666.20 –45.70 19.73 15.14 13.19 1.55 57.61 28.15 C&F Fin CFFI 4.8 6 31.78 –8.12 5.47 3.85 3.85 .38 151.53 90.28 CitrixSystems CTXS .9 30 150.41 +11.01 5.03 ... 6.20 .35
2.28 1.44 AlaskaCommSys ALSK .0 21 1.90 –0.04 .09 .08 .09 .09 61.60 22.51 AuburnNatlBncp AUBN 2.5 15 40.84 –0.11 2.72 1.00 1.00 .255 30.95 16.25 CB FinSvcs CBFV 5.0 7 19.09 –0.01 2.63 1.46 1.64 .24 83.07 54.03 CityHolding CHCO 3.5 12 65.67 –4.63 5.42 4.35 4.39 .57
35.93 13.64 Alector ALEC ... dd 24.28 +0.98 –1.71 ... ... ... 28.73 9.00 AudioCodes AUDC 1.1 cc 23.51 –3.25 .14 .94 1.17 .13 32.66 12.50 CBTX CBTX 2.4 8 16.70 –1.30 2.02 1.26 1.40 .10 15.10 7.88 Clarus CLAR 1.1 15 9.31 –0.47 .61 ... ... .025
F
137.52 72.67 AlexionPharm ALXN ... 10 103.48 +7.25 10.70 11.05 12.16 ... 21.93 3.52 AuriniaPharm AUPH ... dd 15.98 +0.80 –1.33 –.75 –.44 ... 63.90 29.12 CDK Global CDK 1.7 93 35.20 –0.78 2.78 ... ... .15 3.47 1.05 CleanEnerFuels CLNE ... 18 1.81 –0.06 .10 ... –.03 ...
38.25 22.55 Alico ALCO 1.3 5 28.19 –0.91 5.05 1.11 1.59 .09 8.99 1.50 AuroraMobile JG ... dd 2.35 –0.04 –.16 .03 1.65 ... 146.09 73.39 CDW CDW 1.4 22 108.82 +2.56 4.99 5.85 6.61 .38 15.99 8.32 Clearfield CLFD ... 42 12.72 +0.91 .34 .40 .61 ...
334.64 127.88 AlignTech ALGN ... 35 193.00 –0.19 5.53 5.63 7.77 ... 211.58 125.38 Autodesk ADSK ... cc 180.94 +16.04 .96 4.18 5.91 ... 36.62 20.45 CEVA CEVA ... ... 29.41 +2.07 ... .46 .75 ... 4.13 0.56 ClearsideBiomed CLSD ... dd 2.18 +0.44 –.81 ... ... ...
15.45 ... AlimeraSciences ALIM ... dd 5.30 +1.29 –2.19 –1.49 .10 ... 27.97 3.00 AutolusTherap AUTL ... dd 9.28 +1.29 –1.42 –2.97 –3.28 ... 91.97 56.94 CH Robinson CHRW 2.7 18 74.23 +1.01 4.19 3.31 3.97 .51 20.98 2.93 ClovisOncology CLVS ... dd 8.16 +1.46 –7.43 ... ... ...
34.97 11.98 Alkermes ALKS ... dd 16.36 +0.93 –1.25 .28 .49 ... 182.32 103.11 ADP ADP 2.6 25 141.08 –1.44 5.24 ... ... .91 69.31 6.27 CimComm CMCT 3.4 0 8.90 –2.70 19.74 –2.46 –1.87 .075 18.59 8.41 CoastalFinl CCB ... 13 13.99 +0.74 1.08 .93 1.42 ...
139.99 30.32 Allakos ALLK ... dd 63.06 +0.07 –1.89 –2.66 –3.69 ... 10.75 1.03 AvadelPharm AVDL ... dd 9.34 –0.16 –.89 –.92 –.40 ... 9.79 1.62 CLPS CLPS ... 60 2.07 +0.07 –.24 ... ... ... 413.39 188.08 CocaColaCon COKE .4 cc 242.98 –10.19 1.21 6.16 12.33 .25
38.95 20.88 AllegianceBcshs ABTX 1.7 9 23.15 –3.97 2.47 1.64 1.94 .10 15.27 7.10 AviatNetworks AVNW ... 8 9.68 +0.27 1.73 .94 1.68 ... 225.36 131.80 CME Group CME 1.8 32 191.62 +1.46 5.91 7.65 7.68 .85 20.82 8.43 Codexis CDXS ... dd 10.87 +0.22 –.21 –.20 –.12 ...
183.26 60.06 AllegiantTravel ALGT .0 5 74.99 –8.34 14.26 –2.73 9.87 .70 10.79 5.36 AvidTechnology AVID ... 37 6.18 +0.48 .17 ... ... ... 33.78 14.83 CNB FinPA CCNE 4.1 6 16.58 –0.51 2.63 1.96 2.23 .17 23.60 12.52 CodorusValleyBncp CVLY 4.9 7 13.11 –2.54 1.88 .83 .48 .16
6.62 0.53 AllenaPharm ALNA ... dd 1.28 +0.13 –2.13 –1.16 –1.08 ... 52.98 6.35 AvisBudget CAR ... 3 14.03 –1.92 3.98 –2.40 2.43 ... 58.19 21.96 CRA Intl CRAI 2.6 14 35.85 –2.29 2.53 3.02 3.28 .23 92.13 53.24 CogentComm CCOI 2.9 cc 87.35 +2.00 .81 1.03 1.35 .66
19.90 2.70 AllianceResource ARLP 44.3 1 3.61 +0.30 3.07 .07 .41 .40 49.03 17.85 Avnet AVT 3.0 29 27.92 –0.30 1.59 ... ... .21 74.00 32.30 CRISPR Therap CRSP ... 53 51.42 +5.67 1.17 –4.54 –4.99 ... 59.14 35.20 Cognex CGNX .5 40 47.04 +0.85 1.16 .62 1.08 .055
60.28 37.66 AlliantEnergy LNT 2.9 23 52.87 –0.27 2.34 2.44 2.58 .38 3.75 2.02 Aware AWRE ... dd 2.60 –0.05 –.39 .02 .03 ... 58.69 36.33 CSG Systems CSGS 2.0 19 47.82 +1.28 2.55 3.13 3.31 .235 73.50 40.01 CognizantTech CTSH 1.6 16 53.81 –0.47 3.29 3.71 4.07 .22
49.98 19.00 AlliedMotionTech AMOT .4 15 27.04 –1.37 1.80 ... 2.35 .03 29.24 12.99 AxcelisTechs ACLS ... 43 21.47 +1.84 .50 1.03 1.70 ... 3.98 0.45 CSI Compressco CCLP 6.4 dd .63 –0.22 –.44 –.86 –1.01 .01 178.08 78.21 Coherent COHR ... cc 112.69 –0.30 2.22 4.23 8.40 ...
33.80 17.43 AllogeneTherap ALLO ... dd 27.62 +4.93 –1.83 –2.47 –2.70 ... 15.99 2.25 AxcellaHealth AXLA ... dd 3.50 +0.01 –3.55 ... ... ... 15.85 4.51 CSP CSPI 6.3 dd 9.59 +0.87 –.09 ... ... .15 23.91 10.86 CoherusBioSci CHRS ... 13 15.53 –1.17 1.23 2.08 1.54 ...
13.05 6.44 Allot ALLT ... dd 10.64 +0.88 –.25 –.04 .14 ... 90.10 49.80 AxonEnterprise AAXN ... cc 76.72 +2.02 .01 ... 1.47 ... 81.06 50.13 CSW Industrials CSWI .8 23 66.86 –0.63 2.93 3.14 3.00 .135 26.43 8.89 Cohu COHU 1.5 dd 15.90 +1.25 –1.69 .58 1.49 .06
12.02 4.56 AllscriptsHlthcr MDRX ... dd 6.52 –0.74 –1.10 .71 .77 ... 43.37 15.25 AxonicsModul AXNX ... dd 34.31 +5.97 –2.80 –2.09 –.91 ... 80.73 46.81 CSX CSX 1.7 15 62.77 –1.23 4.17 3.67 4.24 .26 30.24 13.26 CollectorsUniv CLCT 3.6 14 19.51 +1.54 1.11 –.08 .31 .175
138.70 65.81 AlnylamPharm ALNY ... dd 138.48 +22.10 –8.11 ... ... ... 9.60 1.41 AxovantGene AXGT ... dd 3.76 +0.66 –8.02 ... ... ... 22.23 14.92 CVB Fin CVBF 3.7 13 19.36 –1.29 1.48 1.21 1.21 .18 25.59 10.01 CollegiumPharm COLL ... dd 19.51 +0.21 –.68 3.63 4.24 ...
14.50 5.82 Alpha&OmegaSem AOSL ... cc 9.00 +1.24 .08 ... ... ... 109.94 13.64 AxsomeTherap AXSM ... dd 69.36 +13.21 –2.01 –2.43 –2.66 ... 19.63 5.51 CabalettaBio CABA ... ... 6.85 –0.63 –4.07 –1.66 –2.27 ... 92.07 33.93 ColliersIntl CIGI .2 20 52.07 –6.56 ... 4.68 5.47 .05
1530.74 1008.87 Alphabet A GOOGL ... 26 1279.00 +72.43 49.16 46.67 57.44 ... 169.13 85.26 CabotMicro CCMP 1.5 55 119.07 –2.18 1.35 7.05 7.36 .44 17.75 9.97 ColonyBankcorp CBAN 3.7 10 10.87 –1.21 1.12 –.10 .90 .10
n-
80.46 51.39 CadenceDesign CDNS ... 22 78.65 +7.00 3.53 2.41 2.64 ...
1532.11
7.93
1013.54
2.19
Alphabet C
Alphatec
GOOG
ATEC
...
...
26
dd
1283.25
3.63
+71.80
–0.32
49.16
–1.09
46.81
–.71
57.51
–.35
...
... B 14.74 3.22 CaesarsEnt CZR ... dd 8.13 +0.20 –1.77 –.62 –.21 ...
41.40
17.34
21.88
12.00
ColumbiaBanking
ColumbiaFin
COLB
CLBK
4.5
... 30
9 25.15
14.65
–2.95
–0.42
2.68
.49
1.90
.50
2.03
.56
.22
...
7.50 2.05 AlpineImmune ALPN ... dd 3.23 +0.32 –2.28 ... ... ... 17.85 7.65 Caesarstone CSTE .0 27 9.94 –0.01 .37 .07 1.03 .15 109.44 51.82 ColumbiaSportswr COLM 1.4 15 72.44 –2.77 4.83 3.61 4.55 .26
43.28 23.04 AltairEngg ALTR ... dd 30.51 +2.17 ... .29 .44 ... 5.76 1.51 BBQ Holdings BBQ ... dd 2.07 ... –.07 ... .31 ... 46.65 30.74 Cal-MaineFoods CALM .0 dd 41.54 +1.92 1.12 ... 1.26 .272 43.09 19.20 ColumbusMcKinn CMCO 1.0 8 24.68 –1.84 1.80 2.66 ... .06
4.45 1.51 Altimmune ALT ... dd 3.32 +0.15 –1.60 –1.26 –1.16 ... 14.96 8.51 BCB Bancorp BCBP 5.6 8 9.96 –0.84 1.20 .87 .94 .14 14.69 3.70 CalAmp CAMP ... dd 5.76 +0.52 .52 .44 1.24 ... 47.74 31.71 Comcast A CMCSA 2.4 13 38.08 +0.08 ... ... ... .23
25.11 6.00 AltisourcePortf ASPS ... dd 6.92 –1.28 –19.26 .22 1.35 ... 2.07 0.52 BCommunications BCOM ... dd .91 –0.05 .73 4.68 3.98 ... 100.58 48.31 CalavoGrowers CVGW 1.7 37 65.05 +1.19 2.08 2.65 3.42 1.10 71.92 45.51 CommerceBcshrs CBSH 1.9 16 57.32 –2.05 3.58 2.60 2.90 .27
38.43 12.00 AltraIndlMotion AIMC 3.6 10 18.96 –2.36 1.97 1.66 2.49 .17 11.68 2.97 BELLUS Health BLU ... dd 9.11 –0.89 –.55 ... ... ... 21.00 9.11 CaliforniaBncp CALB ... 15 13.00 +1.00 .86 1.20 1.45 ... 9.77 1.24 CommVehicle CVGI ... 2 1.39 –0.27 .51 ... ... ...
8.18
no
5.59 0.56 AltusMidstream ALTM ... dd .69 –0.14 –4.93 .04 .09 ... 6.15 2.07 BGC Partners BGCP 20.9 17 2.68 –0.28 ... .65 .71 .14 2.45 CalitheraBiosci CALA ... dd 6.55 +0.29 –1.90 ... ... ... 26.85 5.50 CommScope COMM ... dd 10.35 –0.06 –5.02 1.86 2.19 ...
20.00 7.90 AmalgamBank AMAL 3.4 6 9.31 –0.39 1.47 1.21 1.20 .08 53.00 6.01 BJsRestaurants BJRI 3.0 8 17.39 –0.71 2.20 –1.25 1.24 .13 5.00 0.82 CalumetSpecialty CLMT ... dd 1.50 –0.32 –.55 –.77 –.18 ... 9.90 2.66 CommsSystems JCS 1.5 8 5.32 +0.68 .69 .11 .12 .02
26.12 3.95 Amarin AMRN ... dd 6.51 +0.46 –.07 –.11 .51 ... 31.67 13.38 BMC Stock BMCH ... 11 17.82 –2.12 1.63 1.34 1.60 ... 17.90 2.40 Calyxt CLXT ... dd 3.95 +0.28 –1.21 –1.39 –1.48 ... 47.54 27.69 CmntyTrBcp CTBI 4.7 9 32.67 –2.10 3.64 2.86 3.02 .38
2461.00 1626.03 Amazon.com AMZN ... cc 2375.00 +332.24 23.01 28.17 39.77 ... 88.70 34.57 BOK Fin BOKF 4.3 7 47.53 –6.19 7.03 5.45 5.70 .51 11.75 3.60 CambiumNtwks CMBM ... dd 5.69 –0.23 –.89 .45 .79 ... 11.86 5.27 CommWestBcshs CWBC 3.7 6 5.88 –0.32 .93 .72 .88 .055
73.59 36.02 Ambarella AMBA ... dd 49.25 +1.53 –1.35 .34 .62 ... 18.50 8.35 BRP Group BRP ... ... 10.23 –0.72 ... ... ... ... 48.48 26.00 CamdenNational CAC 4.7 8 28.35 –4.43 3.69 2.74 2.76 .33 62.39 24.26 CommVaultSys CVLT ... dd 39.97 –1.82 .07 1.55 1.52 ...
77.29 44.05 Amdocs DOX 2.1 18 63.07 +4.63 3.47 4.47 4.80 .3275 56.89 12.97 BRP DOOO .0 6 18.22 –1.86 ... .86 1.80 .0762 14.24 6.27 Camtek CAMT .0 18 9.68 +0.21 .58 .60 .77 .17 14.21 2.73 Compugen CGEN ... dd 12.95 +3.95 –.43 –.45 –.52 ...
218.44 106.65 Amedisys AMED ... 52 198.57 +6.68 3.84 4.97 5.97 ... 30.17 12.94 B RileyFin RILY 5.5 6 18.33 –0.57 2.95 ... ... .10 13.00 2.53 Canaan CAN ... dd 4.68 +1.48 ... ... ... ... 35.78 16.93 ComputerPrograms CPSI 1.8 16 22.59 +0.02 1.43 2.43 2.79 .10
23.59 10.95 AmerantBancorpA AMTB ... 10 12.49 –2.26 ... .66 .82 ... 174.26 82.00 Baidu BIDU ... cc 105.00 +6.00 ... 44.90 63.54 ... 25.35 12.00 CanadianSolar CSIQ ... 6 17.30 +0.42 2.88 2.25 2.59 ... 6.48 2.86 ComputerTask CTG ... 13 3.96 –0.54 .29 .14 .53 ...
17.50 8.01 AmerantBancorpB AMTBB ... 8 9.00 –0.50 ... ... ... ... 113.93 78.30 Balchem BCPC .5 39 95.64 –4.21 2.45 2.68 2.88 .52 14.95 7.80 CanterburyPark CPHC .0 17 9.99 +0.01 .59 .41 ... .07 12.97 1.43 comScore SCOR ... dd 2.64 –0.13 –5.33 –.58 –.61 ...
426.50 222.34 Amerco UHAL .0 17 275.25 –2.59 18.93 ... 22.47 .50 38.00 11.48 ComtechTel CMTL 2.4 17 16.72 –0.11 1.03 .53 1.04 .10
8.18 3.76 AmerFirstMultifam ATAX 8.9 13 5.63 –0.03 .42 .41 .63 .125 13.09 5.36 ConcertPharm CNCE ... dd 10.35 +0.85 –3.29 –3.35 –3.39 ...
34.99 9.09 AmerAirlines AAL 3.5 3 11.57 –0.94 3.79 –8.57 2.16 .10 13.35 1.54 Conduent CNDT ... dd 2.23 –0.43 –9.29 .44 .50 ...
15.18
41.50
4.20
18.53
AmericanFin
AmNtlBcsh
AFIN
AMNB
12.5
4.9
dd
11
6.80
22.07
–0.14
–2.55
–.35
1.98
–.13
2.26
–.09
2.19
.0708
.27 NOTICE TO READERS: 4.83
4.70
0.50
2.00
Conformis
Conifer
CFMS
CNFR
...
...
dd
dd
.65
3.31
+0.03
–0.33
–.44
–.88
–.37
–.09
–.29
.19
...
...
126.97 63.93 AmericanNatlIns ANAT 4.3 3 76.85 –2.78 23.07 4.23 4.64 .82 26.50 8.86 ConnectOneBncp CNOB 2.6 7 13.59 –1.86 2.07 2.24 2.23 .09
10.94 5.41 AmerOutdoor AOBC ... 33 8.79 +0.79 .33 .59 .86 ... Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 27.57 2.83 Conn's CONN ... 2 4.30 +0.11 1.82 –.43 1.01 ...
34.23 18.47 AmericanPubEdu APEI ... 40 24.83 +2.13 .62 .71 1.18 ... 9.41 3.24 ConsldComm CNSL ... dd 5.78 +0.12 –.29 .25 .12 ...
16.43 8.00 AmRvrBksh AMRB 2.7 11 10.41 +1.12 .94 .91 .91 .07 18.83 12.00 ConsldWater CWCO 2.4 25 14.08 –1.10 .81 .37 .65 .085
19.82
12.52
9.05
4.40
AmerSoftware
AmerSupercond
AMSWA
AMSC
3.0
...
59
dd
14.70
5.53
–0.80
–0.41
.22
1.29
.27
–.93
.33
–.72
.11
... Please visit the new Market Lab home page on barrons.com under Data. 59.49
20.79
6.01
11.20
ConstellPharm
ConstructionPtrs
CNST
ROAD
...
...
dd
19
34.88
16.00
+0.72
–1.76
–3.04
.84
–2.75
.83
–3.04
.91
...
...
117.70
129.70
35.30
35.18
AmericanWoodmark
AmerCarMart
AMWD
CRMT
...
...
9
7
45.86
58.82
–7.16
–5.63
4.83
6.73
6.94
7.73
6.29
7.56
...
...
www.barrons.com/market-data/market-lab 4.30
104.88
1.00
55.69
ConsumerPtfo
Copart
CPSS
CPRT
...
... 23
4 2.40
72.10
+0.91
–2.89
.22
2.46
.97
...
.74
...
...
...
44.90 17.89 AmerisBancorp ABCB 2.7 8 22.56 –4.04 2.75 3.31 3.36 .15 40.95 20.94 Core-Mark CORE 1.7 22 27.96 –1.68 1.25 1.78 1.85 .12
Nasdaq Issues
52-Week
High Low Name
Tick - Week’s - Last This Next Div
Sym Yld P/E Last Chg. Year Year Year Amt
52-Week
High Low Name
Tick - Week’s - Last This Next Div
Sym Yld P/E Last Chg. Year Year Year Amt
FIVE-DAY NASDAQ COMPOSITE
64.45 22.22 CornerstoneOnDem CSOD ... dd 29.92 –1.64 –.07 1.39 1.79 ... 58.92 24.06 EnsignGroup ENSG .5 19 37.25 –2.18 1.97 2.54 2.77 .05
73.84 19.35 Cortexyme CRTX ... dd 41.60 +1.32 –1.94 –1.92 –2.11 ... 213.99 94.58 EnstarGroup ESGR ... 4 150.29 –6.15 ... 11.00 19.00 ... Not So Taxing: Netflix streamed higher ahead of its April 21 earnings call. Roku signed 3
96.45 48.76 Corvel CRVL ... 22 56.68 +0.24 2.46 1.31 1.40 ... 9.25 1.75 EntasisTherap ETTX ... dd 2.83 +0.20 –3.33 ... ... ...
8.10 1.01 CorvusPharm CRVS ... dd 2.44 +0.21 –1.59 –1.49 –1.50 ... 59.05 33.75 Entegris ENTG .6 28 52.98 +3.25 1.87 2.13 2.44 .08 million new users. Tesla got a plug from Goldman Sachs. the Nasdaq Composite Index
746.70 473.91 CoStar CSGP ... 74 635.55 +4.27 8.60 10.00 13.01 ... 34.75 20.50 EnterpriseBncp EBTC 3.0 8 23.34 –3.75 2.89 .90 ... .175
325.26 233.05 Costco COST .8 37 317.92 +17.91 8.26 8.80 9.40 .70 48.81 24.13 EnterpriseFinSvcs EFSC 2.6 8 27.30 –3.88 3.55 ... 3.38 .18 finished Friday at 8,650—up 6.1% on the week.
27.98 13.55 CountyBancorp ICBK 1.5 8 18.45 –0.25 2.36 1.59 1.65 .07 27.82 9.74 Epizyme EPZM ... dd 17.67 +0.01 –1.93 –2.81 –2.08 ...
178.00 89.23 CoupaSoftware COUP ... dd 166.06 +30.51 –1.45 .33 .60 ... 99.63 42.53 ePlus PLUS ... 12 64.04 –0.15 4.65 5.79 ... ... Monday Tuesday Wednesday Thursday Friday
20.98 6.54 CovenantTranspt CVTI ... 18 8.23 ... ... .19 1.16 ... 4.65 2.32 EpsilonEnergy EPSN ... 9 2.85 –0.05 .32 .29 .51 ... 8690
33.50 4.05 Covetrus CVET ... dd 8.41 +0.01 ... .44 .70 ... 8.03 2.20 Equillium EQ ... dd 2.73 +0.20 –1.47 ... ... ...
18.36 5.75 Cowen COWN 1.6 18 10.11 +0.42 .57 1.67 2.83 .04 696.79 440.72 Equinix EQIX 1.5 cc 694.95 +8.01 5.99 7.81 9.06 2.66
180.93 53.61 CrackerBarrel CBRL .0 10 91.68 +2.97 9.27 6.65 9.85 1.30 31.91 13.63 EquityBcshs EQBK ... 10 16.36 –1.48 1.61 1.81 1.79 ...
17.19 7.11 CraftBrewAlliance BREW ... dd 15.17 –0.18 –.66 ... ... ... 270.23 130.20 ErieIndemnity A ERIE 2.2 29 176.84 +10.75 6.06 6.43 6.88 .965
509.99 199.00 CreditAcceptance CACC ... 9 299.36 –17.81 34.57 18.90 23.52 ... 12.10 4.69 Escalade ESCA 6.8 12 7.35 +1.15 .50 .82 .96 .125 8520
.
69.21 27.77 Cree CREE ... dd 35.40 –3.08 –3.62 –.49 .04 ... 76.98 24.82 EsperionTherap ESPR ... dd 37.51 +1.95 –3.59 –7.55 –7.70 ...
17.99 6.21 CrescentCapBDC CCAP 13.7 7 11.97 +0.69 1.69 1.65 1.70 .41 10.20 2.50 EtonPharm ETON ... dd 4.21 –0.16 –1.03 –.60 .03 ...
ly
11.39 2.32 Cresud CRESY ... ... 3.21 –0.21 –9.58 .01 ... ... 71.80 29.95 Etsy ETSY ... 81 61.06 +7.38 .61 .39 .91 ...
28.81 10.63 CrineticsPharm CRNX ... dd 15.35 +1.55 –2.09 –2.78 –3.03 ... 171.25 61.27 EuronetWorldwide EEFT ... 14 86.95 –1.34 6.31 5.69 7.96 ...
22.96 5.89 Criteo CRTO ... 7 9.11 –0.57 1.41 1.43 1.65 ... 10.09 3.01 EveloBiosci EVLO ... dd 4.04 +0.14 –2.67 –2.77 –2.81 ... 8350
43.79 8.40 Crocs CROX ... 14 23.22 +2.38 1.66 1.43 1.72 ... 3.75 0.68 Ever-Glory EVK ... 8 .72 –0.32 .09 ... ... ...
17.86 4.00 Cronos CRON ... 6 5.99 +0.20 3.76 ... ... ... 133.62 59.85 Everbridge EVBG ... dd 119.89 +21.83 –1.58 –.76 –.43 ...
13.42 5.88 CrossCtyHlthcr CCRN ... dd 6.18 –0.40 –1.61 .20 .34 ... 48.23 8.15 EverQuote EVER ... dd 32.52 –3.19 ... –.20 –.02 ...
15.50 5.66 CrossFirstBkshs CFB ... 11 8.46 –1.55 .58 .64 .82 ... 9.22 1.75 EverspinTech MRAM ... dd 2.70 +0.08 –.85 –.14 .15 ... 8180
on
101.88 31.95 CrowdStrike CRWD ... dd 64.74 +6.59 ... ... .17 ... 2.37 0.75 Evogene EVGN ... dd 1.05 –0.05 –.81 ... ... ...
6.99 3.32 CumberlandPharm CPIX ... dd 4.00 +0.14 –.23 ... ... ... 29.40 3.12 Evolus EOLS ... dd 4.43 +0.47 –3.19 –1.84 –.33 ... (Prev Thu's
19.18 3.23 CumulusMedia CMLS ... 1 3.69 –0.16 ... .65 1.03 ... 29.86 11.40 Exagen XGN ... dd 14.22 –0.78 –8.46 ... –.60 ... Close)
2.90 0.62 Curis CRIS ... dd .79 +0.14 –.97 –.94 –1.23 ... 23.00 13.67 Exelixis EXEL ... 19 19.44 +1.42 1.02 .41 .79 ... +38.85 +323.32 -122.56 +139.19 +117.78
39.15 9.07 Cutera CUTR ... dd 10.70 –2.75 –.88 –.65 –.12 ... 51.18 29.28 Exelon EXC 4.0 13 38.44 –0.71 3.01 ... 3.00 .3825 8010
148.74 69.51 CyberArkSoftware CYBR ... 57 92.00 +2.91 1.27 2.12 2.62 ... 79.78 40.61 ExlService EXLS ... 28 54.80 –0.77 1.95 3.33 3.69 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
26.75 11.55 CyberOptics CYBE ... cc 19.97 +0.94 .11 .28 .47 ... 9.53 3.55 ExOne XONE ... dd 6.24 –0.84 –.93 –.69 –.12 ...
17.46 1.69 CyclerionTherap CYCN ... dd 3.45 +0.70 –4.49 –2.01 –1.04 ... 12.55 6.51 eXpWorld EXPI ... dd 8.19 –0.06 –.15 .24 .48 ...
us ,
13.55 1.21 CymaBayTherap CBAY ... dd 1.77 +0.08 –1.53 –1.08 –.79 ... 144.00 40.76 Expedia EXPE 2.2 17 63.22 +0.80 ... 1.50 5.90 .34
79.73 43.72 CyrusOne CONE 2.9 cc 68.95 +1.61 .36 –.02 .06 .50 81.64 52.55 ExpeditorsIntl EXPD 1.4 21 71.74 +0.26 3.39 3.07 3.59 .50 - Earnings - - Earnings -
l
16.96 7.73 Cytokinetics CYTK ... dd 15.24 +1.35 –2.11 –2.02 –2.16 ... 82.82 54.38 Exponent EXPO 1.0 48 73.27 +2.63 1.53 1.56 1.76 .19 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
18.76 5.35 ExtendedStayAmer STAY 9.9 26 9.30 +0.30 .37 .34 .61 .23
e
12.63 3.60 CytomXTherap CTMX ... dd 9.48 +0.91 –2.26 –2.20 –2.41 ...
al a
5.67 0.21 ExtractionOil XOG ... dd .29 –0.11 –9.29 ... ... ... High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
D 8.50
2.69
1.43
0.70
ExtremeNetworks
EyePointPharm
EXTR
EYPT
...
...
dd
dd
2.89
.93
+0.03
+0.12
–.22
–.54
...
–.33
.31
.11
...
...
2.76
4.44
0.30
0.13
FuelTech
FuelCell
FTEK
FCEL
...
...
dd
dd
.55
1.62
+0.14
+0.12
–.32
–1.82
–.18
–.37
... ...
–.32 ...
47.13
23.00
21.69
15.23
HD Supply
HMN Fin
HDS
HMNF
...
...
11
9
29.78
15.55
–2.29
–2.22
2.71
1.68
2.63
.78
2.90
3.10
...
...
11.25 3.41 Ezcorp EZPW ... 38 4.95 ... ... ... .88 ... 22.96 4.37 FulcrumTherap FULC ... dd 10.98 +0.38 ... –2.91 –2.96 ... 40.67 18.20 HMS Holdings HMSY ... 28 27.87 +1.14 .98 1.21 1.35 ...
13.49 2.02 DBV Tech DBVT ... dd 4.48 +0.33 –2.32 –2.77 –2.08 ...
ci on
20.60 4.71 FulgentGenetics FLGT ... dd 15.96 +5.41 –.02 .18 .34 ... 14.38 5.80 Hookipa HOOK ... dd 8.05 +0.07 ... ... ... ...
6.90
44.48
0.71
17.09
DIRTT Envl
DISH Network
DRTT
DISH
...
...
dd
9
1.01
22.52
–0.01
–0.55
–.05
...
–.11
...
...
1.87
...
... F 18.00
27.89
9.83
3.12
FultonFin
Funko
FULT
FNKO
4.8
...
8
10
10.93
3.79
–1.51
+0.21
1.35
.36
.61
.70
1.07 .13
.78 ...
18.90
75.43
9.50
31.85
HackettGroup
HailiangEduc
HCKT
HLG
2.5
...
20
28
14.36
46.34
–0.42
+2.48
.72
1.67
1.09
2.00
1.19
2.30
.18
...
76.68 20.15 DMC Global BOOM 1.8 12 27.45 –0.41 2.28 .96 1.05 .125
16.30 10.26 DSP Group DSPG ... dd 15.81 +1.67 –.05 .30 .47 ... 64.99 35.15 FARO Tech FARO ... dd 46.86 +0.51 –3.58 –.63 1.74 ... 15.67 8.16 Futu FUTU ... 56 10.70 +0.10 ... 2.81 5.15 ... 27.99 17.94 HainCelestial HAIN ... dd 26.91 +1.51 –1.76 .72 ... ...
45.06 10.44 DXP Ents DXPE ... 7 13.50 +0.25 1.96 1.30 1.05 ... 168.94 79.78 F5Networks FFIV ... 19 124.11 –1.28 7.08 ... ... ... 20.30 2.35 HallmarkFin HALL ... 2 3.28 –0.60 .57 .60 .93 ...
7.95
50.12
4.09
27.55
Daktronics
Datadog
DAKT
DDOG
4.3
...
dd
dd
4.63
40.40
–0.15
+3.45
–.02
–.12
.03
–.05
.34
–.01
.05
...
60.89
224.20
30.00
137.10
FRP Holdings
Facebook
FRPH
FB
...
...
26
28
42.87
179.24
–0.88
+4.05
1.63
...
.42
7.77
1.10
...
...
...
G 22.06
74.01
12.71
36.27
HalozymeTherap
HamiltonLane
HALO
HLNE
...
1.9
dd
33
19.03
57.84
+1.05
–1.15
–.50
.93
.63
1.89
1.43
1.92
...
.275
59.60 4.61 Dave&Buster's PLAY .0 4 11.90 –2.79 2.94 ... ... .16 16.60 5.66 FangddNetwork DUO ... dd 10.40 +0.40 ... ... ... ... 44.74 14.32 HancockWhitney HWC 5.9 5 18.40 –4.47 3.72 2.30 3.04 .27
79.06 26.51 GCI LibertyA GLIBA ... 3 60.85 +1.74 ... –.65 –.38 ... 24.09 8.00 HanmiFinancial HAFC 9.2 10 10.47 –0.88 1.06 1.22 1.28 .24
2.30 0.32 DAVIDsTEA DTEA ... dd .63 +0.09 –.99 ... ... ... 35.55 16.19 Fanhua FANH 5.9 40 19.93 –0.71 .49 ... 9.04 .30 65.34 30.90 GDS Holdings GDS ... dd 59.00 +8.12 ... –1.00 .12 ... 11.20 6.45 HarborOneBncp HONE ... 22 7.38 –0.75 .33 .32 .34 ...
er s
3.00 0.84 DawsonGeophys DWSN ... dd 1.23 +0.07 –.66 –1.06 –.49 ... 21.67 5.94 FarmerBros FARM ... dd 8.20 –0.13 –4.36 ... –.22 ... 41.80 8.80 G1Therapeutics GTHX ... dd 12.86 –0.12 –3.27 –3.46 –4.48 ...
71.11 19.88 DecipheraPharm DCPH ... dd 47.13 +3.81 –4.48 –5.21 –4.12 ... 39.31 26.72 Fastenal FAST 2.8 26 35.93 +2.31 1.38 1.21 1.37 .25 8.57 4.44 Harmonic HLIT ... dd 6.65 +0.58 –.07 .15 .28 ...
96.50 21.49 GRAVITY GRVY ... 7 36.12 +6.66 4.92 ... ... ... 21.47 9.77 HarpoonTherap HARP ... dd 12.69 +1.22 –2.56 –1.59 –1.95 ...
30.41 12.39 DenaliTherap DNLI ... dd 20.50 +0.94 –.39 –2.40 –2.55 ... 32.39 12.59 FateTherap FATE ... dd 31.34 +4.11 –1.44 –1.56 –1.56 ... 9.00 4.75 GSI Tech GSIT ... dd 7.10 –0.41 .01 .02 –.33 ...
60.87 31.58 DentsplySirona XRAY 1.0 35 40.86 –1.01 1.17 2.16 2.72 .10 17.15 10.07 FedNat FNHC 3.2 cc 11.10 –1.45 .08 1.60 2.18 .09 4.27 1.39 HarvardBioSci HBIO ... dd 2.77 +0.29 –.12 .25 .30 ...
196.00 67.98 GWPharm GWPH ... dd 102.25 +5.92 –.24 –.13 ... ... 126.87 41.33 Hasbro HAS 3.6 19 75.20 –0.47 4.05 4.17 4.79 .68
2.31 0.35 Ferroglobe GSM ... dd .45 –0.03 –1.67 ... –.34 ...
47.43
2.30
24.35
0.22
Descartes
DestinationXL
DSGX
DXLG
...
...
89
dd
39.78
.32
+2.87
–0.07
.45
–.16
.58
–.23
.73
...
...
...
m er
49.29
70.00
22.65
37.02
FibroGen
FidelityD&D
FGEN
FDBC
...
2.9
dd
13
39.69
39.00
+3.28
–6.70
–.89
3.03
–1.02
...
–.85
...
...
.28
11.00
274.03
4.70
110.92
Gaia
Galapagos
GAIA
GLPG
...
...
dd
43
9.56
213.91
+0.16
+7.39
...
–.66
–.39
–1.07
.12
–2.45
...
...
31.34
47.94
7.55
26.82
HawaiianHoldings
Hawkins
HA
HWKN
4.2
2.6
2
14
11.51
35.37
–0.31
–0.02
4.71
2.28
–2.68
2.47
2.60
2.91
.12
.2325
3.09 2.02 Deswell DSWL 3.6 13 2.21 –0.06 .27 .58 .71 .08 19.50 5.58 GaleraTherap GRTX ... ... 11.50 +1.22 –16.31 –1.91 –2.80 ... 27.75 13.45 HawthornBcsh HWBK 2.5 7 19.24 –0.26 2.57 .53 .89 .12
329.59 113.20 DexCom DXCM ... cc 323.40 +48.13 1.10 2.06 2.93 ... 14.53 2.72 FiestaRestaurant FRGI ... dd 7.27 +1.27 –3.18 .51 .49 ... 9.79 2.60 GamidaCell GMDA ... dd 4.08 +0.71 –1.17 –1.78 –1.50 ... 39.04 17.61 HaynesIntl HAYN 4.6 16 19.08 –1.84 .78 .04 ... .22
150.00 75.00 DiamondHillInvt DHIL .0 6 99.88 +5.08 15.99 5.58 8.01 9.00 31.64 11.10 FifthThirdBncp FITB 6.5 5 16.63 –1.19 3.33 1.81 2.43 .27 50.99 13.04 Gaming&Leisure GLPI 10.6 15 26.42 –2.02 1.81 1.81 2.31 .70
97.08 53.94 51job JOBS ... 65 71.51 +5.53 1.18 15.98 23.52 ... 27.62 12.25 Headhunter HHR 4.8 35 15.16 –1.49 .45 48.13 70.95 .50
114.14 14.55 DiamondbkEner FANG 4.8 23 31.52 –3.34 1.47 2.84 2.48 .375 105.58 61.04 Garmin GRMN 2.8 16 82.11 +3.46 4.99 4.35 4.72 .57 49.85 17.48 HealthCatalyst HCAT ... dd 25.15 +0.11 –12.86 –.86 –.60 ...
27.68 10.70 DicernaPharma DRNA ... dd 21.85 +2.28 –1.76 1.43 –.40 ... 33.28 12.78 FinInstitutions FISI 6.0 6 17.24 –1.65 2.96 2.78 2.28 .26 13.50 9.38 GencorIndustries GENC ... 13 10.79 +0.06 .69 .23 .27 ...
18.34 7.54 FireEye FEYE ... dd 10.80 +0.14 –1.24 .17 .29 ... 34.87 15.80 HealthcareSvcs HCSG 3.8 24 20.92 –2.23 .87 1.10 1.24 .2013
18.99 6.18 DigiIntl DGII ... 53 10.18 +0.21 .35 .34 .66 ... 11.24 5.00 GeneralFin GFN ... 12 6.99 –0.07 –.38 .73 .76 ...
m rp
41.34 17.32 FirstBancorpNC FBNC 3.1 8 23.37 –2.64 3.10 2.44 2.48 .18 88.78 34.40 HealthEquity HQY ... 72 46.71 –2.18 .58 1.76 1.89 ...
66.50 9.92 Digimarc DMRC ... dd 15.21 +0.82 –2.79 –2.89 –2.68 ... 26.25 9.73 Genfit GNFT ... dd 17.72 +1.53 –1.97 ... ... ... 29.78 20.03 HealthStream HSTM ... 59 25.73 +0.63 .49 .29 .20 ...
8.84 2.27 Digirad DRAD ... dd 3.02 –0.13 –2.56 –.10 1.73 ... 30.64 18.22 FirstBancorp FNLC 6.0 9 19.90 –3.98 2.34 1.00 1.00 .30 25.42 16.24 Genmab GMAB ... 63 22.98 +0.62 .38 .25 .49 ...
35.88 15.27 FirstBancshares FBMS 2.2 7 18.44 –3.78 2.55 2.51 2.60 .10 22.71 15.65 HeartlandExp HTLD .4 22 19.49 –0.77 .89 .71 .88 .02
22.50 11.43 DimeComBcshrs DCOM 3.7 15 15.33 –0.89 1.01 1.35 1.51 .14 8.17 3.36 GenMarkDiagn GNMK ... dd 7.74 +1.61 –.82 –.58 –.37 ... 51.85 25.26 HeartlandFinUSA HTLF 2.7 7 30.04 –2.63 4.14 2.97 3.43 .20
59.70 30.51 Diodes DIOD ... 16 47.27 +1.93 2.96 2.63 2.80 ... 11.82 6.00 FirstBank FRBA 1.8 9 6.73 –0.48 .69 .89 .90 .03 31.27 19.48 Gentex GNTX 2.0 15 23.93 +0.03 1.66 1.51 1.78 .12
28.00 11.00 FirstBusey BUSE 5.3 9 16.64 –2.56 1.87 1.67 1.74 .22 40.57 17.99 Heidrick&Strug HSII 2.5 10 23.61 +0.25 2.40 1.33 1.77 .15
41.60 24.80 DiscoveryB DISCB ... 12 33.55 +4.31 ... 3.31 3.61 ... 49.95 27.24 Gentherm THRM ... 31 35.00 –1.79 1.13 2.25 2.79 ... 198.59 104.02 HelenofTroy HELE ... 18 138.25 –4.64 6.41 8.36 ... ...
33.66 17.12 DiscoveryA DISCA ... 8 22.14 –0.18 ... 3.31 3.61 ... 27.35 12.86 FirstBusFinSvcs FBIZ 4.2 6 15.88 –0.52 2.68 1.87 1.98 .165
542.12 276.08 FirstCitizBcshA FCNCA .5 8 336.00 –17.47 ... 14.97 14.97 .40
17.66 4.61 GeospaceTech GEOS ... 19 6.15 –0.50 –.01 –1.54 –.79 ... 53.60 29.03 HeliosTechnologies HLIO 1.1 18 33.00 +1.22 1.88 ... ... .09
31.20 15.43 DiscoveryC DISCK ... 7 20.20 +0.06 ... 3.31 3.61 ... 36.17 23.54 GermanAmerBncp GABC 2.8 12 27.61 –1.63 2.29 1.89 1.94 .19
35.23 18.35 FstCmntyBcsh FCBC 4.4 9 22.51 –2.38 2.46 2.19 2.20 .25 15.34 8.00 HemisphereMedia HMTV ... dd 8.90 +0.10 ... .02 .19 ...
9.91 2.00 DiversifiedHlthcr DHC 1.5 dd 2.75 –0.76 –.37 –.37 –.26 .01 1.96 0.75 Geron GERN ... dd 1.20 +0.09 –.36 –.44 –.49 ... 73.99 41.85 HenrySchein HSIC ... 16 53.64 +1.39 4.65 3.08 3.96 ...
2.09 0.34 DixieGroup DXYN ... 1 .72 +0.02 ... .10 .30 ... 22.91 10.09 1stConstBncp FCCY 3.3 7 10.95 –2.11 1.53 1.62 1.85 .09 56.58 30.60 GibraltarInds ROCK ... 22 44.59 –0.35 1.99 2.80 3.11 ... 13.14 6.04 HeritageCommerce HTBK 6.9 8 7.49 –1.02 .84 .73 .83 .13
105.15 43.13 DocuSign DOCU ... dd 100.35 +9.72 –1.18 .51 .83 ... 32.39 10.98 FirstDefiance FDEF 5.8 6 15.08 –1.52 2.48 2.04 2.30 .22
co o
43.98 2.96 GIIIApparel GIII ... 3 9.34 –1.01 2.94 ... 2.24 ... 32.58 11.30 HeritageCrystal HCCI ... 47 16.78 –0.57 .36 .96 1.21 ...
3.63 0.78 Dogness DOGZ ... 20 1.10 +0.02 ... .05 .12 ... 26.19 11.82 FirstFinBncpOH FFBC 6.7 7 13.64 –2.00 2.00 1.55 1.54 .23 10.76 4.70 GilatSatellite GILT ... 13 8.31 +0.16 .66 .18 .19 ... 31.81 17.07 HeritageFin HFWA 4.4 10 18.26 –3.20 1.83 1.26 1.34 .20
119.71 60.20 DollarTree DLTR ... 24 81.73 +4.17 3.47 4.78 5.44 ... 36.45 20.70 FirstFinBkshs FFIN 1.9 21 25.66 –2.61 1.21 1.12 1.14 .12 85.97 60.89 GileadSciences GILD 3.2 20 83.99 +10.48 4.22 6.32 6.37 .68 3.07 0.25 Hexindai HX ... dd .39 ... 1.47 –.04 .92 ...
39.67 7.62 Domo DOMO ... dd 14.32 +2.60 –4.57 –2.60 –2.09 ... 46.93 27.62 FirstFinIN THFF 3.3 8 31.98 –3.75 3.80 2.87 2.84 .52 46.51 26.66 GlacierBancorp GBCI 3.5 14 33.02 –3.72 2.38 2.05 2.10 .29 30.98 7.33 HibbettSports HIBB ... 9 12.75 –0.44 1.52 .83 1.99 ...
15.43 11.22 DonegalGroup A DGICA 4.1 9 14.61 –0.39 1.67 1.30 1.33 .15 17.24 8.04 FirstFinNW FFNW 4.3 9 9.36 –1.17 1.03 .77 .81 .10 10.69 4.04 GladstoneCap GLAD 13.0 7 6.01 –0.39 .68 .84 .85 .065 5.10 1.70 HimaxTechs HIMX ... dd 3.37 +0.26 ... .12 .23 ...
.1325 17.64 8.01 FirstFoundation FFWM 2.5 9 11.18 –0.34 1.01 1.35 1.46 .07
F
14.80 10.51 DonegalGroup B DGICB 3.8 9 13.80 +0.92 1.67 1.30 1.33 23.98 7.59 GladstoneComm GOOD 10.5 dd 14.26 –0.58 –.16 –.19 –.21 .1252 216.82 125.55 HinghamSvg HIFS 1.1 8 150.00 –3.15 17.83 4.58 4.41 .42
21.46 8.52 DorchesterMnls DMLP 17.8 7 10.44 –0.60 1.50 ... ... .3612 22.38 11.33 FirstGuarBcshs FGBI 5.0 9 12.90 –2.44 ... 1.73 2.05 .16 15.34 6.43 GladstoneInvt GAIN 8.3 10 9.96 +0.49 2.49 ... .81 .07 21.18 9.52 HollysysAuto HOLI 1.5 7 13.78 +0.02 2.07 ... ... .21
95.72 44.49 DormanProducts DORM ... 23 59.89 +0.73 2.56 2.82 3.34 ... 31.25 14.19 FirstHawaiian FHB 6.3 8 16.39 –1.23 2.13 1.35 1.52 .26 14.44 9.61 GladstoneLand LAND 4.2 dd 12.68 –0.47 –.13 –.12 –.25 .0447 55.25 26.49 Hologic HOLX ... 48 43.79 +2.68 –.76 2.63 2.65 ...
11.88 6.11 DouYuIntl DOYU ... cc 7.54 +0.24 .02 ... ... ... 28.50 10.47 FirstInternetBncp INBK 1.6 6 14.56 –3.83 2.51 2.08 2.53 .06 87.54 39.95 GlbBloodTherap GBT ... dd 70.55 +5.24 –4.57 –5.59 –3.57 ... 40.80 18.57 HomeBancorp HBCP 3.5 8 24.79 –3.41 3.05 2.65 2.54 .22
26.20 14.55 Dropbox DBX ... dd 19.18 +1.12 –.13 .69 .86 ... 43.83 24.50 FirstInterBanc FIBK 4.8 10 28.48 –3.28 ... 2.51 2.51 .60 34.65 23.05 GlobalIndemnity GBLI 4.1 5 24.53 –0.88 ... 2.25 2.50 .25 21.04 9.71 HomeBancShares HOMB 4.0 10 12.95 –1.02 1.73 1.10 1.37 .13
17.28 2.82 DuluthHoldings DLTH ... 7 4.21 –0.35 ... .15 .42 ... 42.48 22.86 FirstMerchants FRME 4.0 8 26.32 –2.28 3.19 2.56 2.59 .26 14.99 8.51 GlobalWaterRscs GWRS 2.8 cc 10.38 –1.34 .10 .06 .11 .0241 35.44 18.44 HomeStreet HMST 2.8 13 21.62 –3.19 .65 ... ... .15
84.74 38.51 Dunkin' DNKN 2.6 21 61.41 +3.49 2.89 2.76 3.24 .4025 36.45 18.60 FirstMidBcshs FMBH 3.3 8 23.91 –3.19 2.87 2.41 2.53 .40 11.28 3.98 GluMobile GLUU ... cc 7.75 +2.11 .06 .25 .40 ... 27.79 11.75 HomeTrustBcshs HTBI 2.0 9 14.25 –1.67 1.46 1.44 1.16 .07
23.64 11.44 FirstMidwestBncp FMBI 4.1 7 13.66 –1.10 1.82 ... 1.48 .14 13.44 1.82 GlycoMimetics GLYC ... dd 2.57 –0.09 –1.34 –1.29 –1.45 ... 24.00 11.05 HomologyMed FIXX ... dd 13.42 –5.26 –2.47 –2.74 –2.64 ...
E 18.25
69.24
8.77
28.47
FirstNWBncp
FirstSolar
FNWB
FSLR
1.9
...
12
dd
10.73
42.20
–0.32
+1.75
.91
–1.09
...
3.22
...
3.88
.05
...
7.23
13.00
1.50
1.30
Gogo
GolarLNGPartners
GOGO
GMLP
...
70.3
dd
dd
1.84
2.30
–0.26
+0.54
–1.81
...
–1.57
.97
–.89
1.09
...
.4042
31.22
15.51
12.30
7.06
HookerFurniture
HopeBancorp
HOFT
HOPE
4.6
6.7
10
6
13.88
8.39
–2.89
–0.83
1.44
1.35
1.03
.94
1.72
.95
.16
.14
53.42 26.07 1stSource SRCE 3.6 9 32.65 –2.42 3.57 2.64 ... .29 21.13 4.54 GolarLNG GLNG .0 dd 5.94 +0.28 ... .21 .29 .15 19.48 7.42 HorizonBancorp HBNC 4.8 7 10.05 –1.16 1.53 1.30 1.33 .12
11.51 4.48 ECMOHO MOHO ... 22 4.80 –0.09 –.62 –.06 .15 ... 24.99 11.00 FirstUnited FUNC 3.8 7 13.70 –0.11 1.85 .66 –.07 .13 21.67 3.55 GoldenEnt GDEN ... dd 7.35 +0.30 –1.43 –1.75 –.16 ...
5.39 1.46 EDAP TMS EDAP ... 35 2.12 –0.11 .06 ... ... ... 13.78 4.51 HorizonTechFin HRZN 12.9 7 9.27 +0.46 ... 1.30 1.28 .10
18.98 10.75 FirstWesternFin MYFW ... 13 13.55 –0.15 1.01 1.02 1.39 ... 6.92 2.52 GoldenOcean GOGL 8.5 15 3.82 +0.53 .26 .26 .77 .05 39.10 22.69 HorizonTherap HZNP ... 12 33.81 +2.78 2.90 1.81 2.40 ...
17.73 9.70 ESSA Bancorp ESSA 3.8 9 11.60 –1.39 1.18 1.10 1.13 .11 106.80 60.04 FirstCash FCFS 1.4 20 75.63 –2.51 3.81 3.91 4.35 .27 18.73 8.89 GolubCapital GBDC 11.9 dd 10.89 –1.24 –.29 1.23 1.18 .29 8.32 1.07 HoughtonMifflin HMHC ... dd 1.13 –0.37 –1.72 –1.45 –.81 ...
57.30 25.76 E*TRADE ETFC 1.4 10 39.87 –1.89 3.85 2.94 ... .14 12.32 2.72 FirsthandTechVal SVVC ... dd 3.56 +0.06 –8.99 .50 .75 ... 5.00 0.52 GolubCapRt GBDCR ... ... .61 –0.44 ... ... ... ... 6.29 1.67 HoustonWire HWCC ... 14 2.13 –0.13 .15 .45 .55 ...
31.93 10.12 EVO Payments EVOP ... dd 14.92 –0.16 –.70 .50 .73 ... 114.87 57.38 FirstService FSV .8 dd 81.87 –1.41 –6.58 3.01 3.55 .165 20.70 4.09 Goodyear GT .0 dd 7.26 –0.43 –1.33 .39 1.26 .16 45.04 25.01 Huazhu HTHT ... 36 31.02 +2.50 .90 2.40 8.56 ...
4.97 2.00 EXFO EXFO ... dd 2.42 –0.57 –.04 –.13 .28 ... 125.05 73.50 Fiserv FISV ... 56 100.63 +1.41 1.71 4.67 5.61 ... 63.07 25.74 GooseheadIns GSHD ... cc 43.04 +1.06 .22 .58 .79 ... 60.42 36.51 HubGroup HUBG ... 16 49.92 +1.54 ... 2.79 3.36 ...
22.98 11.74 EagleBncpMT EBMT 2.3 10 16.39 –0.22 1.69 1.89 1.91 .095 148.22 47.53 FiveBelow FIVE ... 28 86.47 +3.49 3.12 ... 3.70 ... 7.65 2.00 GoPro GPRO ... dd 2.82 +0.11 ... –.09 .38 ... 16.80 6.06 HudsonGlobal HSON ... dd 9.13 –0.08 –.30 .57 ... ...
5.92 1.52 EagleBulkShip EGLE ... dd 1.61 –0.26 –.30 .12 .43 ... 93.88 46.09 Five9 FIVN ... dd 92.30 +13.95 –.08 .84 .99 ... 4.83
n-
27.15 7.52 GossamerBio GOSS ... dd 11.51 +0.02 –3.29 –3.35 –3.16 ... 14.80 HuizeHolding HUIZ ... ... 6.37 +0.92 –.02 ... ... ...
64.94 33.80 EaglePharm EGRX ... 53 52.27 +3.75 1.01 2.48 2.89 ... 12.66 1.75 FivePrimeTherap FPRX ... dd 2.80 +0.10 –3.92 –2.56 –2.25 ... 132.72 57.89 GrandCanyonEduc LOPE ... 15 80.08 +3.78 5.37 5.51 6.13 ... 122.29 75.29 JBHunt JBHT 1.0 23 107.58 +8.39 4.77 4.22 ... .27
52.97 22.55 EastWestBncp EWBC 3.9 6 28.01 –3.10 4.61 3.39 3.62 .275 14.00 5.36 Flex FLEX ... dd 8.16 –0.65 .18 1.20 1.22 ... 9.05 2.25 GreatElmCap GECC 26.8 dd 3.72 +0.65 –.74 –1.11 1.03 .083 15.63 6.82 HuntingtonBcshs HBAN 7.4 6 8.06 –0.97 1.27 .75 1.03 .15
31.97 16.75 Eastern EML 2.3 9 18.80 –1.08 2.12 .91 .98 .11 22.98 5.01 FlexionTherap FLXN ... dd 8.75 –0.09 –3.93 –3.30 –1.47 ... 4.57 1.31 GreatElmCap GEC ... dd 1.85 +0.07 –.11 –3.00 –1.20 ... 41.75 20.39 Hurco HURC 1.9 19 27.40 –1.15 2.55 .84 1.17 .13
42.00 26.02 eBay EBAY 1.7 18 37.46 +3.63 2.09 2.96 3.30 .16 25.81 8.62 Flexsteel FLXS 9.7 dd 9.11 –0.67 –4.13 3.27 3.28 .22 11.96 6.75 GreatLakesDredge GLDD ... 10 8.02 –0.73 .76 .81 .84 ... 70.91 35.15 HuronConsulting HURN ... 27 49.47 –2.15 1.85 2.81 3.19 ...
53.94 8.75 Ebix EBIX 1.7 6 17.60 +0.71 3.16 3.83 4.85 .075 59.44 23.85 FlirSystems FLIR 2.0 27 34.15 –0.35 1.26 2.05 2.34 .17 64.48 32.23 GreatSouthernBncp GSBC 3.5 7 38.48 –4.35 5.14 3.34 3.21 .34 30.80 14.74 HutchisonChina HCM ... dd 19.15 +0.86 –.56 –1.22 –1.04 ...
25.95 14.17 EchoGlobalLog ECHO ... 33 18.12 –0.50 .55 1.02 1.37 ... 7.47 1.02 Fluent FLNT ... dd 1.61 –0.12 –.02 .05 .06 ... 17.62 3.77 GreenPlains GPRE .0 dd 5.00 +0.51 –4.38 –3.05 –.78 .12
45.15 24.51 EchoStar SATS ... dd 30.98 –1.39 ... –.68 –.98 ... 14.30 1.17 Fluidigm FLDM ... dd 2.13 –0.02 –.97 –.74 –.65 ... 16.13 3.47 GreenPlainsPtrs GPP 38.0 3 5.00 +0.02 3.52 1.36 1.64 .475
I
no
34.37 14.01 EditasMedicine EDIT ... dd 24.00 +1.87 –2.68 –2.71 –3.03 ... 23.19 8.86 FlushingFin FFIC 7.2 8 11.73 –0.59 1.44 1.49 1.72 .21 22.39 1.02 Greenlane GNLN ... dd 1.86 –0.09 –.95 ... –.02 ...
9.65 3.02 EducDev EDUC 3.9 7 5.10 +0.51 .81 .19 .21 .05 39.37 12.17 FocusFinPtrs FOCS ... dd 20.70 –0.05 –.28 2.60 3.07 ... 12.60 5.00 GreenlightCapRe GLRE ... dd 6.53 +0.11 ... ... ... ...
14.57 7.84 EHang EH ... ... 12.99 +0.99 ... .46 3.82 ... 43.70 20.66 ForescoutTechs FSCT ... dd 32.54 +0.61 –2.58 –.67 –.36 ... 16.42 3.05 GreenSky GSKY ... 7 3.35 –0.68 .49 .38 ... ... 278.85 124.60 IAC/InterActive IAC ... 50 223.72 +28.71 ... 5.75 8.49 ...
152.19 52.71 eHealth EHTH ... 49 127.86 +12.85 2.73 3.80 4.76 ... 28.58 14.20 FormFactor FORM ... 46 23.22 +1.83 .51 .99 1.17 ... 3.80 0.24 Gridsum GSUM ... dd .45 +0.05 –2.56 .66 5.12 ... 95.24 47.75 ICF Intl ICFI .8 20 70.48 –2.90 3.59 3.94 4.37 .14
66.56 23.23 EidosTherap EIDX ... dd 48.58 +2.24 –1.03 –2.32 –2.64 ... 75.23 36.75 FormulaSys FORTY 1.1 26 63.45 +3.24 2.57 2.40 3.34 .3245 48.88 28.67 GriffinIndlRealty GRIF 1.4 46 34.90 –1.10 .72 ... ... .50 259.72 148.89 ICU Medical ICUI ... 48 224.05 +16.09 4.69 6.97 7.78 ...
15.82 4.55 EigerBioPharma EIGR ... dd 8.18 +0.46 –3.08 –1.07 –2.03 ... 51.75 22.45 ForresterResearch FORR ... dd 32.11 +1.64 –.52 1.47 1.99 ... 25.73 13.40 Grifols GRFS 1.4 20 20.92 +1.15 ... 1.24 1.44 .1642 16.90 2.95 IDEAYA Bio IDYA ... dd 4.50 +0.05 –3.36 –2.41 –2.23 ...
47.25 14.00 89bio ETNB ... ... 22.43 +1.67 –24.49 –3.75 ... ... 15.42 3.45 Forterra FRTA ... dd 6.83 –0.05 –.11 .03 .35 ... 7.97 2.03 GrindrodShipping GRIN ... dd 2.48 +0.03 –1.86 ... .53 ... 296.25 168.65 IdexxLab IDXX ... 54 265.16 +6.58 4.89 5.12 6.09 ...
16.65 6.15 ElPolloLoco LOCO ... 16 10.75 –0.41 .67 .31 .67 ... 121.82 68.87 Fortinet FTNT ... 61 112.96 +11.03 1.87 2.66 3.11 ... 14.73 5.42 GritstoneOncology GRTS ... dd 7.66 +0.91 –2.81 –2.80 –3.12 ... 9.57 5.00 IEC Elec IEC ... 15 6.85 –0.08 .45 .66 .83 ...
167.75 110.00 ElbitSystems ESLT 1.5 23 121.20 –1.46 5.20 7.05 8.25 .44 72.09 39.59 ForwardAir FWRD 1.4 17 52.88 –0.47 3.04 2.60 3.88 .18 47.57 27.75 GroceryOutlet GO ... cc 35.61 +1.75 .19 ... ... ... 27.78 13.73 IES Holdings IESC ... 11 18.34 –1.55 1.55 –1.52 –.65 ...
70.74 6.02 EldoradoResorts ERI ... 16 16.70 –1.41 1.03 –1.22 .87 ... 14.91 2.84 Fossil FOSL ... dd 3.50 –0.61 –1.04 ... ... ... 3.82 0.48 Groupon GRPN ... dd .93 +0.04 –.04 –.10 .03 ... 74.13 16.10 IGM Biosci IGMS ... ... 59.99 –4.84 ... –2.40 –3.06 ...
6.46 0.32 electroCore ECOR ... dd 1.10 +0.28 –1.54 ... ... ... 27.80 7.96 FosterLB FSTR ... 4 14.24 –0.26 4.00 2.00 1.85 ... 67.07 20.55 GrAeroportuario OMAB 5.0 11 29.66 +1.98 ... 60.38 72.22 1.6984 42.95 19.00 II-VI IIVI ... dd 27.75 –0.79 1.63 1.42 2.67 ...
118.69 85.69 ElectronicArts EA ... 12 115.15 +9.35 3.33 4.51 4.96 ... 39.74 19.81 FoxA FOXA 1.7 9 26.88 +0.89 ... ... 2.45 .23 34.16 20.02 GuarantyBcshrs GNTY 3.0 11 24.15 –0.10 2.25 1.69 1.82 .19 15.80 9.30 I-Mab IMAB ... ... 13.80 +0.20 ... –1.80 –2.05 ...
13.46 1.44 EloxxPharm ELOX ... dd 2.10 –0.10 –1.34 –1.01 –.99 ... 38.91 19.13 FoxB FOX 1.8 9 26.23 +0.59 ... ... 2.50 .23 26.93 12.70 GuarFedBcsh GFED 4.3 7 14.00 +0.18 2.11 2.23 2.33 .15 52.23 28.01 INTL FCStone INTL ... 9 36.79 +0.63 4.39 3.08 3.69 ...
4.20 1.46 Emcore EMKR ... dd 2.58 +0.41 –1.29 –.24 .04 ... 86.91 34.58 FoxFactory FOXF ... 18 43.25 –7.21 2.38 2.44 2.84 ... 112.22 55.90 GuardantHealth GH ... dd 73.21 +4.34 –.84 –1.57 –1.17 ... 182.17 98.04 IPG Photonics IPGP ... 36 119.05 ... 3.35 2.80 4.76 ...
6.34 1.71 EmmisComm EMMS ... dd 1.89 –0.01 1.74 .08 .34 ... 21.95 1.70 Francesca's FRAN ... dd 2.71 –0.22 –14.16 .57 7.61 ... 9.04 2.70 GulfIslandFab GIFI ... dd 3.13 –0.08 –3.24 –1.15 .80 ... 22.24 5.84 IRSA Prop IRCP ... dd 6.71 +0.35 –15.08 2.14 2.16 ...
101.27 38.40 EnantaPharma ENTA ... 34 55.01 +1.97 2.21 –1.92 –3.14 ... 27.49 5.75 Franchise FRG 9.6 18 10.45 –0.04 –.16 .50 .47 .25 6.95 2.25 Gulf Resources GURE ... dd 3.87 +0.41 –2.73 9.00 9.85 ... 37.85 13.01 i3Verticals IIIV ... dd 19.85 –1.51 –.08 .82 1.09 ...
40.16 15.27 EncoreCapital ECPG ... 5 27.07 –1.61 5.33 6.80 7.36 ... 61.49 41.25 FranklinElec FELE 1.2 24 49.61 –2.29 2.03 1.90 2.22 .155 7.48 0.35 GulfportEnergy GPOR ... dd .72 +0.07 –12.49 –.71 –.94 ... 8.97 0.91 IVERICbio ISEE ... dd 3.94 +0.45 –1.39 –1.35 –1.31 ...
62.08 38.01 EncoreWire WIRE .2 16 43.97 –1.42 2.77 2.96 3.55 .02 7.98 0.73 FreightCarAmer RAIL ... dd 1.31 +0.21 –5.95 –2.55 –.80 ... 81.86 25.65 Iberiabank IBKC 5.0 5 35.97 –6.74 6.92 4.84 4.79 .47
8.55 1.97 EndoIntl ENDP ... dd 3.95 +0.21 –1.87 2.23 2.29 ... 12.43 5.95 FrequencyElec FEIM ... dd 9.39 +0.12 –.28 .70 .91 ...
H
79.37 34.00 IcahnEnterprises IEP 16.3 dd 49.00 –0.92 –5.38 –3.10 1.40 2.00
8.14 0.60 Endologix ELGX ... dd .76 +0.01 –3.84 –2.36 –1.44 ... 28.78 11.17 FrequencyTherap FREQ ... ... 16.00 +0.98 ... ... ... ... 39.83 13.68 Ichor ICHR ... 48 22.53 +0.11 .47 2.38 2.94 ...
6.50 1.31 EnduranceIntl EIGI ... dd 2.40 +0.16 –.09 –.02 .07 ... 81.29 35.95 Freshpet FRPT ... dd 71.00 +7.71 –.04 .32 .62 ... 5.49 2.73 iClickInteract ICLK ... dd 4.54 +0.10 ... –.02 .19 ...
12.04 6.11 EnergyRecovery ERII ... 39 7.58 +0.16 .19 .29 .54 ... 53.30 30.06 frontdoor FTDR ... 20 35.54 –0.64 1.80 1.76 2.01 ... 37.85 9.12 H&E Equipment HEES 8.4 5 13.10 –1.98 2.42 2.16 2.57 .275 178.99 104.28 Icon ICLR ... 23 159.89 +6.48 6.85 6.35 7.83 ...
59.15 9.15 EnphaseEnergy ENPH ... 32 38.96 +0.90 1.23 1.17 1.50 ... 2.90 0.18 FrontierComm FTR ... dd .22 –0.19 –56.80 –2.11 –2.14 ... 20.71 9.11 HBT Finl HBT 1.4 ... 10.80 –2.20 3.33 1.43 1.35 .15 2.75 0.51 IconixBrand ICON ... dd .64 +0.08 –10.56 ... ... ...
Nasdaq Issues
19.69 4.31 iHeartMedia IHRT ... 0 7.34 –0.35 ... .55 1.22 ... 99.60 32.01 LPL Financial LPLA 1.9 8 53.80 –3.78 6.62 5.32 5.38 .25 756.48 422.22 MercadoLibre MELI ... dd 597.50 +64.22 –3.71 –1.49 1.33 ... 14.88 4.70 NorthernTechsIntl NTIC 3.4 24 7.70 +0.10 .55 .07 .45 .065
380.76 196.78 Illumina ILMN ... 47 316.36 +28.74 6.74 6.53 7.82 ... 7.30 2.50 LSI Inds LYTS 3.7 37 5.42 +1.12 –.63 .11 .30 .05 37.32 18.64 MercantileBank MBWM 5.2 7 21.68 –1.81 3.01 1.87 1.88 .28 110.48 60.67 NorthernTrust NTRS 3.5 12 80.00 –4.89 6.63 5.34 5.63 .70
17.50 13.40 Imara IMRA ... ... 15.90 ... ... –3.62 –2.93 ... 15.90 8.95 LakeShoreBancorp LSBK 3.8 19 12.73 +0.45 .68 .36 ... .12 17.74 6.42 MercerIntl MERC 6.6 dd 8.29 –0.41 –.15 –.78 1.09 .1375 17.55 9.58 NorthfieldBanc NFBK 4.2 12 10.55 –0.94 .85 .68 .81 .11
10.74 4.23 Immersion IMMR ... dd 6.35 +0.23 –.64 .12 –.49 ... 17.63 8.31 LakelandBcp LBAI 4.8 8 10.39 –1.18 1.38 1.21 1.28 .125 89.44 52.24 MercurySystems MRCY ... 69 81.47 +6.38 .96 2.12 2.37 ... 42.28 17.32 NorthrimBanCorp NRIM 6.2 7 20.87 –4.13 3.04 2.13 2.00 .34
7.07 1.76 Immunogen IMGN ... dd 3.66 +0.21 –.70 –.67 –.72 ... 50.00 30.49 LakelandFin LKFN 3.2 11 36.99 –4.84 3.38 2.53 2.56 .30 8.48 0.69 MereoBioPharma MREO ... dd 1.34 +0.15 –2.40 –1.75 –2.16 ... 17.76 9.55 NorthwestBcshs NWBI 7.6 10 9.99 –2.14 1.04 .74 .83 .19
22.22 8.80 Immunomedics IMMU ... dd 20.13 +0.49 –1.84 ... ... ... 28.00 9.70 LakelandInd LAKE ... 40 16.12 +1.73 .41 .78 .86 ... 10.28 7.72 MeridaMergerCorp.I MCMJ ... ... 9.60 –0.05 ... ... ... ... 36.70 18.04 NorthwestPipe NWPX ... 8 23.80 –2.49 2.85 2.82 3.33 ...
3.10 0.53 Immutep IMMP ... dd .94 +0.23 –4.04 –.27 ... ... 344.32 171.04 LamResearch LRCX 1.6 21 279.02 +20.74 13.70 15.15 18.49 1.15 20.86 8.88 MeridianBancorp EBSB 3.0 8 10.77 –1.15 1.30 1.04 1.20 .08 28.70 15.12 NortonLifeLock NLOK 2.5 4 20.12 +0.75 .05 1.77 1.95 .125
40.24 11.47 Impinj PI ... dd 18.22 +0.43 –1.65 –.24 ... ... 96.82 30.89 LamarAdv LAMR 7.6 14 52.56 +1.91 ... 2.29 2.96 1.00 13.68 5.51 MeridianBiosci VIVO ... 24 10.86 +1.48 .57 .29 .35 ... 39.69 21.20 NorwoodFin NWFL 4.3 10 23.10 –3.49 2.25 1.29 1.25 .25
100.27 62.48 Incyte INCY ... 49 100.00 +13.19 2.05 2.20 3.07 ... 166.31 114.55 LancasterColony LANC 2.0 27 143.28 +10.07 5.46 ... ... .70 20.89 10.68 Meridian MRBK ... 7 12.07 –1.93 1.63 1.32 1.57 ... 42.14 24.79 NovaMeasuring NVMI ... 30 36.78 +1.28 1.26 1.57 2.16 ...
87.11 50.45 IndependentBank INDB 2.7 14 68.84 –2.79 5.03 4.70 4.82 .46 12.46 7.53 Landec LNDC ... dd 9.73 –0.40 .01 –.37 .35 ... 61.93 19.50 MeritMedical MMSI ... cc 37.61 +3.06 .10 1.52 1.76 ... 3.72 0.22 Novan NOVN ... dd .39 –0.01 –1.17 –.87 –.27 ...
23.93 9.19 IndepBankMI IBCP 6.2 6 12.98 –1.60 2.00 1.52 1.59 .20 26.00 14.95 LandmarkBncp LARK 3.8 9 20.94 +0.44 2.31 .96 .96 .20 7.09 1.49 MerrimackPharm MACK .0 dd 3.47 –0.03 –1.30 –4.94 –4.12 1.4967 99.79 66.44 Novanta NOVT ... 70 80.60 –0.86 1.16 1.89 2.46 ...
63.16 20.35 IndependentBank IBTX 4.1 5 24.43 –5.03 4.46 4.59 4.87 .25 18.45 7.05 LandmarkInfrPtrs LMRK 12.3 37 12.00 –0.46 3.19 .48 .64 .3675 9.99 1.32 MersanaTherap MRSN ... dd 9.06 –0.37 –2.79 –1.45 –1.35 ... 19.80 3.54 Novavax NVAX ... dd 19.08 +2.03 –5.51 ... ... ...
24.18 12.95 IndLogistics ILPT 7.5 22 17.68 –1.20 1.16 ... ... .33 120.23 85.30 LandstarSystem LSTR .7 18 103.59 –0.50 5.72 5.09 5.77 .185 20.95 10.19 Merus MRUS ... dd 13.09 +0.99 –2.28 –2.14 –2.54 ... 98.84 41.80 Novocure NVCR ... dd 72.44 +2.44 –.07 ... .71 ...
8.35 2.80 Infinera INFN ... dd 5.98 +0.20 –2.16 –.24 .16 ... 29.80 8.67 Lantheus LNTH ... 18 13.85 +0.64 .79 .98 1.42 ... 11.08 2.05 MesaAir MESA ... 3 3.29 –0.69 1.36 .60 ... ... 23.58 12.98 NuanceComms NUAN ... 39 19.00 +2.01 .74 .84 .92 ...
17.00 3.81 NuCana NCNA ... dd 5.59 –0.15 –.84 ... ... ...
.
1.80 0.60 InfinityPharm INFI ... dd .94 ... –.83 –.73 –.81 ... 24.20 11.06 LatticeSemi LSCC ... 64 20.20 +1.32 .33 .64 .83 ... 271.46 181.21 MesaLab MLAB .3 cc 221.41 –3.96 1.86 4.09 4.68 .16
53.10 2.17 InflaRx IFRX ... dd 5.20 +0.15 –1.40 –1.84 –1.50 ... 21.66 7.30 LaureateEduc LAUR ... 30 9.29 –1.10 ... 1.06 1.25 ... 10.88 3.12 Mesoblast MESO ... dd 6.85 –0.11 –.91 –.61 –.39 ... 43.71 11.31 Nutanix NTNX ... dd 16.85 +0.50 –1.81 –2.87 –2.62 ...
3.76 1.61 InfoSvcsGrp III ... 38 2.54 +0.02 .07 ... .11 ... 58.28 24.52 LawsonProducts LAWS ... 38 29.01 –2.82 .77 2.28 2.67 ... 40.00 14.62 MetaFinancial CASH 1.1 7 17.78 –1.68 2.49 ... ... .05 81.91 28.55 Nuvasive NUVA ... 48 58.84 +0.40 1.23 1.92 2.66 ...
ly
49.14 26.69 InglesMarkets IMKTA 1.9 9 35.28 –1.87 4.03 4.30 4.70 .165 3.18 0.57 LeapTherap LPTX ... dd 1.74 +0.05 –1.47 –.98 –1.09 ... 60.17 9.00 Methanex MEOH 10.9 14 13.20 –1.68 1.15 –1.08 .07 .36 316.32 132.60 NVIDIA NVDA .2 65 292.32 +29.37 4.52 7.44 8.97 .16
58.76 13.06 InMode INMD ... 15 24.42 –0.08 2.09 1.46 2.00 ... 17.50 8.50 LegacyHousing LEGH ... 8 9.23 +0.30 1.18 1.09 1.06 ... 19.07 9.15 MetroCityBkshs MCBS 4.3 ... 10.20 –0.96 1.81 ... ... .11
8.24
5.81
3.30
0.87
InnatePharma
InnerWorkings
IPHA
INWK
...
...
dd
dd
7.77
1.40
+1.32
–0.09
–.34
–.19
–.41
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–.35
...
...
...
38.64
434.94
18.76
135.72
LeMaitreVascular
LendingTree
LMAT
TREE
1.3
...
33
cc
29.50
198.30
+2.03
–2.23
.88
1.22
.69
2.57
1.03
4.94
.095
...
13.08
112.47
1.00
53.15
Michaels
MicrochipTech
MIK
MCHP
...
1.8 32
1 2.42
80.34
–0.06
+1.89
1.78
1.42
1.70
5.51
1.99
5.47
...
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1.41 0.75 Innodata INOD ... dd 1.00 +0.12 –.06 –.07 –.05 ... 26.69 13.45 LevelOneBncp LEVL 1.2 8 16.93 –1.07 2.05 1.88 2.04 .05 61.19 31.13 MicronTech MU ... 23 45.70 –0.43 5.51 2.20 ... ...
107.85 56.71 Innospec IOSP 1.5 16 71.00 –2.78 4.54 4.77 5.22 .52 7.27 1.13 LexiconPharm LXRX ... 2 1.88 ... 1.16 –2.10 –.42 ... 190.70 119.01 Microsoft MSFT 1.1 31 178.60 +13.46 5.06 5.61 ... .51 11.00 6.05 OP Bancorp OPBK 3.8 7 7.32 –0.51 1.03 .70 .73 .07
on
7.11 1.20 InnovSolSuprt ISSC ... 35 4.16 +0.79 .11 .25 .11 ... 16.93 7.92 LexinFintech LX ... 5 8.50 –0.19 ... 14.12 17.48 ... 165.00 90.00 MicroStrategy MSTR ... 38 126.53 +1.11 3.33 2.75 2.05 ... 2.91 1.12 OPKO Health OPK ... dd 1.70 +0.27 –.53 –.37 –.18 ...
15.35 7.58 Innoviva INVA ... 9 13.10 +0.08 1.43 1.45 1.13 ... 138.47 80.14 LibertyBroadbandA LBRDA ... cc 121.79 +10.16 .38 2.74 3.57 ... 1.06 0.15 MicroVision MVIS ... dd .27 +0.06 –.24 ... –.02 ... 8.44 1.24 Orbcomm ORBC ... dd 2.51 –0.31 –.23 –.18 –.10 ...
95.59 31.21 Inogen INGN ... 53 49.30 –4.26 .94 .69 1.08 ... 140.00 86.20 LibertyBroadbandC LBRDK ... cc 124.87 +9.39 .38 3.21 4.35 ... 29.88 15.50 MidPennBancorp MPB 4.2 8 17.05 –2.92 2.09 1.62 1.92 .05 454.31 251.52 OReillyAuto ORLY ... 21 373.51 +31.07 17.88 17.31 19.91 ...
22.99 12.56 Inovalon INOV ... cc 16.59 +0.09 ... .59 .70 ... 28.62 15.24 LibertyGlobal A LBTYA ... dd 18.23 –0.36 ... –.48 –.38 ... 142.98 41.73 Middleby MIDD ... 8 51.68 –6.40 6.33 5.15 6.17 ... 117.21 49.96 OSI Systems OSIS ... 18 74.27 +1.73 3.46 4.54 4.80 ...
19.36 1.92 InovioPharma INO ... dd 8.26 +0.14 –1.21 –.79 –.78 ... 29.11 15.98 LibertyGlobal B LBTYB ... dd 18.36 –0.07 ... –.41 –.39 ... 69.92 48.79 MiddlesexWater MSEX 1.7 31 61.36 –1.58 2.01 2.04 2.19 .2562 1.82 0.98 O2MicroIntl OIIM ... dd 1.31 ... –.19 ... –.08 ...
13.34 3.61 Inseego INSG ... dd 11.79 +2.34 –.52 –.07 .24 ... 27.84 14.36 LibertyGlobal C LBTYK ... dd 17.29 –0.10 ... –.46 –.39 ... 29.50 13.22 MidlandStBncp MSBI 6.7 7 16.02 –1.56 2.26 2.13 2.12 .2675 5.75 2.33 OaktreeSpec OCSL 9.7 5 3.90 +0.10 .89 ... ... .095
73.22 28.25 InsightEnt NSIT ... 11 48.25 –0.76 4.43 6.59 7.15 ... 21.63 8.60 LibertyLatAmA LILA ... dd 11.22 –0.42 –1.99 –.34 .21 ... 39.03 15.62 MidWestOneFin MOFG 4.6 7 19.30 –2.43 2.93 2.59 2.59 .22 22.36 2.80 OasisMidstream OMP 40.3 1 5.00 +0.26 3.41 3.48 2.99 .54
34.94 12.09 Insmed INSM ... dd 19.33 +0.93 –3.01 –2.70 –1.71 ... 21.55 8.53 LibertyLatAmC LILAK ... dd 10.95 –0.45 –1.99 –.03 .21 ... 27.95 1.69 MilestonePharm MIST ... dd 2.42 +0.03 ... ... ... ... 19.20 0.62 ObalonTherap OBLN ... dd .94 +0.23 –5.03 –1.57 –1.24 ...
us ,
26.61 10.00 InsteelInds IIIN .7 62 17.13 +1.47 .29 .48 1.01 .03 46.52 16.87 LibertyFormOne A FWONA ... dd 23.69 –0.09 ... –1.10 –.04 ... 49.87 14.39 MillerHerman MLHR .0 6 20.28 –1.66 2.70 3.21 2.19 .21 14.35 1.63 ObsEva OBSV ... dd 2.09 –0.26 –2.49 –1.89 –1.65 ...
219.85 81.82 Insulet PODD ... cc 199.34 +16.40 .19 .51 1.41 ... 48.95 18.31 LibertyFormOne C FWONK ... dd 25.28 +0.36 ... –.87 –.22 ... 61.89 22.05 MillicomIntl TIGO 9.1 37 29.02 –1.54 1.48 ... ... 1.32 26.09 11.60 OceanFirstFin OCFC 4.6 8 14.75 –2.36 1.75 1.72 1.82 .17
8.12 2.35 OcularTherapeutix OCUL ... dd 5.17 –0.25 –1.91 –1.14 –.47 ...
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65.09 34.21 IntegraLifeSci IART ... 85 49.04 +0.18 .58 2.78 3.23 ... 30.16 13.59 LibertyBraves A BATRA ... dd 18.59 +0.20 ... –2.71 –.76 ... 54.57 25.14 Mimecast MIME ... dd 35.69 +2.60 –.22 .47 .61 ...
69.29 42.86 Intel INTC 2.2 13 60.36 +3.22 4.71 4.83 4.89 .33 30.03 13.20 LibertyBraves C BATRK ... dd 18.04 +0.14 ... –2.71 –.79 ... 2.64 1.45 Mind CTI MNDO 13.2 7 1.82 –0.04 .26 .21 .42 .24 43.75 16.50 OdonateTherap ODT ... dd 27.73 –0.13 –4.05 –4.15 –3.68 ...
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2.81 1.23 OfficeDepot ODP 5.2 11 1.92 +0.06 .18 .38 .40 .025
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19.00 9.18 IntelliaTherap NTLA ... dd 13.78 +0.73 –2.11 –2.54 –2.88 ... 51.11 22.54 LibertySirius A LSXMA ... 21 31.36 –0.69 2.01 1.96 2.11 ... 9.56 4.01 MinervaNeurosci NERV ... dd 6.88 +1.03 –1.85 –1.25 –1.50 ...
10.54 1.91 Intellicheck IDN ... dd 4.81 +0.66 –.16 .07 .35 ... 50.89 24.49 LibertySirius B LSXMB ... 22 32.94 +1.94 2.01 ... ... ... 132.59 55.11 MiratiTherap MRTX ... dd 90.70 +9.18 –5.69 –6.94 –7.58 ... 35.95 16.50 OfficePropIncm OPI 8.6 41 25.72 –2.65 .63 –.28 –.66 .55
81.40 34.20 InterParfums IPAR 2.8 25 47.72 –0.41 1.90 1.61 1.92 .33 51.36 23.01 LibertySirius C LSXMK ... 21 31.96 –0.38 2.01 1.77 1.87 ... 28.31 6.51 MirumPharm MIRM ... dd 14.74 –0.01 –4.58 –3.49 –4.16 ... 41.50 20.38 OhioValleyBanc OVBC 3.4 12 24.39 –3.61 ... ... ... .21
59.32 33.70 InteractiveBrkrs IBKR .9 22 45.93 +0.40 ... 2.13 2.17 .10 134.00 2.10 LibertyTripAdvB LTRPB ... dd 47.83 +43.25 ... ... ... ... 27.54 6.71 Misonix MSON ... dd 11.42 +0.16 –.79 ... –.51 ... 149.65 88.66 Okta OKTA ... dd 148.09 +17.13 –1.78 –.33 –.05 ...
125.00 47.57 InterceptPharm ICPT ... dd 81.27 +12.01 –10.89 –11.32 –8.09 ... 15.85 0.86 LibertyTripAdvA LTRPA ... dd 2.35 +0.14 ... –.41 ... ... 4.42 0.70 MitchamIndustries MIND ... dd .97 +0.12 –1.78 –.15 –.23 ... 151.47 87.25 OldDomFreight ODFL .4 27 136.65 +1.50 5.11 4.87 5.71 .1533
ci on
72.66 31.04 InterDigital IDCC 3.0 69 46.39 –0.14 .66 1.60 3.17 .35 10.20 3.26 LifetimeBrands LCUT .0 dd 5.35 +0.39 –2.16 .56 .86 .0425 45.75 18.41 MobileMini MINI 5.0 13 24.08 –2.26 1.88 2.04 2.31 .303 18.74 11.92 OldNatlBncp ONB 4.2 10 13.40 –1.19 1.38 1.16 1.21 .14
17.68 5.06 Interface TILE 3.0 7 8.80 –0.92 1.34 1.05 1.39 .065 4.75 1.43 LifewayFoods LWAY ... 76 2.19 +0.31 .03 ... –.13 ... 7.79 2.94 MobileIron MOBL ... dd 4.73 +0.77 –.44 –.15 –.01 ... 13.77 6.00 Old2ndBcp OSBC .6 6 7.17 –1.07 1.30 .92 .93 .01
44.00 15.60 IntlBcshs IBOC 4.3 8 25.67 –2.99 3.12 1.51 1.57 .55 130.14 57.24 LigandPharm LGND ... 3 93.98 +7.56 31.85 3.54 4.06 ... 49.00 11.54 Moderna MRNA ... dd 46.85 +14.99 –1.55 –1.51 –1.29 ... 103.03 28.83 Ollie'sBargain OLLI ... 27 58.02 +3.38 2.14 ... ... ...
34.28 5.97 IntersectENT XENT ... dd 10.09 –1.64 –1.37 –1.80 –1.27 ... 7.00 2.20 LimelightNetworks LLNW ... dd 5.96 +0.24 –.14 .06 .11 ... 34.83 9.51 MomentaPharm MNTA ... dd 30.07 +0.32 –2.92 –2.00 –2.03 ... 18.41 8.04 OlympicSteel ZEUS .9 27 9.21 –0.88 .34 .28 .55 .02
7.68 3.17 Intevac IVAC ... cc 5.08 +0.54 .05 .31 .19 ... 119.89 50.38 OmegaFlex OFLX 1.2 53 90.00 +6.12 1.71 .26 .33 .28
56.17 5.25 LiminalBioSci LMNL ... dd 7.89 –0.79 –9.65 ... ... ... 40.87 19.23 Momo MOMO .0 12 23.81 +1.98 ... 15.66 19.68 .76 20.92 8.50 Omeros OMER ... dd 14.46 +0.86 –1.71 –1.39 –1.48 ...
43.56 6.75 Intra-Cellular ITCI ... dd 17.37 +0.90 –2.68 –3.59 –2.62 ... 24.24 10.60 Limoneira LMNR 2.2 dd 13.57 +0.55 –.37 .11 .58 .075 57.57 12.83 MonarchCasino MCRI ... 16 27.10 –1.71 1.70 ... ... ...
28.31 9.84 Intricon IIN ... dd 12.17 +0.47 –.43 .07 .47 ... 94.85 54.24 Omnicell OMCL ... 51 72.99 +3.28 1.43 3.04 3.46 ...
3.22 1.51 LincolnEduc LINC ... 31 2.40 +0.06 .08 .24 .25 ... 59.96 41.19 Mondelez MDLZ 2.1 20 53.48 +1.14 2.65 ... ... .285 25.92 8.17 ON Semi ON ... 27 13.73 ... .51 1.00 1.53 ...
306.89 187.68 Intuit INTU .8 43 265.36 +13.26 5.89 7.49 8.33 .53 98.32 59.30 LincolnElectric LECO 2.6 16 75.74 –2.36 4.68 3.29 4.15 .49 6.70 1.15 MoneyGram MGI ... dd 1.42 –0.02 ... –.21 –.05 ...
619.00 360.50 IntuitiveSurgical ISRG ... 45 526.33 +22.54 11.54 8.85 12.67 ... 21.77 11.15 1-800-FLOWERS FLWS ... 25 15.29 –0.97 .52 .58 .68 ...
8.34 3.01 LiquiditySvcs LQDT ... dd 4.95 +0.19 –.58 –.33 –.04 ... 184.78 93.81 MongoDB MDB ... dd 154.19 +13.85 ... –1.31 –.84 ... 2.30 1.04 180DegreeCap TURN ... 3 1.39 +0.03 ... .10 .25 ...
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26.46 8.49 Investar ISTR 2.1 7 11.24 –1.63 1.66 1.73 1.94 .06 206.00 103.63 Littelfuse LFUS 1.4 24 135.09 –2.96 5.60 5.78 7.61 .48 193.10 114.84 MonolithicPower MPWR 1.1 78 185.77 +17.84 2.38 4.29 5.37 .50
7.70 1.38 InvestcpCredit ICMB 21.1 dd 4.75 +1.52 –1.07 1.03 .98 .25 28.58 15.00 1LifeHealthcare ONEM ... dd 22.40 +3.70 ... –.71 –.49 ...
87.45 33.40 LivaNova LIVN ... dd 50.56 –0.25 –3.21 2.70 2.95 ... 89.62 37.09 Monro MNRO 1.8 21 49.36 –5.24 2.37 ... ... .22 9.20 2.29 111 YI ... dd 7.55 +0.05 ... –2.17 –1.59 ...
12.74 6.31 InvestorsBancorp ISBC 5.8 11 8.27 –0.31 .74 .96 1.02 .12 20.46 7.57 LiveOakBcshs LOB .9 31 13.65 +0.40 ... .73 .78 .03 70.52 50.06 MonsterBev MNST ... 31 62.19 +1.68 2.03 2.21 ... ...
182.52 96.45 InvestorsTitle ITIC 1.5 7 117.79 –12.21 16.59 1.36 2.11 .44 5.92 4.21 1347 Property PIH ... dd 4.80 +0.15 –.18 ... ... ...
45.21 14.08 LivePerson LPSN ... dd 22.35 –1.01 –1.53 –.45 –.18 ... 166.59 102.59 Morningstar MORN .9 38 132.45 +8.30 3.52 3.18 3.54 .30 18.40 3.41 OneWaterMarine ONEW ... ... 7.12 +0.36 ... 1.08 2.70 ...
75.63 39.32 IonisPharma IONS ... 28 55.07 +2.07 2.08 –.04 .34 ...
38.92
27.50
10.15
14.51
IovanceBiotherap
iQIYI
IOVA
IQ
...
...
dd
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35.80
19.28
+3.92
+1.91
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45.68
15.25
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LVGO
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dd
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37.30
4.80
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–.18
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33.50
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18.21
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15.06
25.81
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+0.88
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47.85
14.94
29.12
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32
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39.13
5.21
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20.07 3.05 LogicBioTherap LOGC ... dd 5.50 +0.31 –1.78 –2.04 ... ... 24.60 10.43 MotorcarParts MPAA ... dd 12.63 +0.37 –.42 ... 2.02 ... 25.84 6.31 OportunFin OPRT ... dd 6.70 –0.95 .40 1.86 2.92 ...
104.25 56.24 iRhythmTechs IRTC ... dd 96.59 +14.03 –2.16 –2.20 –1.10 ... 48.83 31.37 LogitechIntl LOGI 1.6 28 46.39 +1.86 1.56 2.04 ... .7334 6.90 1.78 MustangBio MBIO ... dd 2.97 +0.27 ... ... ... ...
5.69 1.22 Iridex IRIX ... dd 1.73 –0.15 –.64 –.49 –.30 ... 13.00 9.44 Optibase OBAS ... dd 10.12 –0.68 –.38 1.10 .70 ...
86.63 62.02 LogMeIn LOGM 1.5 dd 84.99 +0.29 –.29 5.07 5.39 .325 40.61 22.24 MutualFirstFin MFSF 3.3 9 24.12 –5.03 2.74 1.39 1.32 .20 4.97 2.05 OpticalCable OCC ... dd 2.37 –0.03 –.77 .21 .16 ...
32.08 16.87 IridiumComm IRDM ... dd 23.97 +0.32 –1.33 –.33 –.31 ... 4.54 0.36 LonestarRscs LONE ... dd .45 –0.09 –4.48 –.09 –.42 ... 28.46 12.75 Mylan MYL ... cc 16.11 +0.03 .03 4.41 4.58 ...
132.30 32.79 iRobot IRBT ... 17 50.04 +2.04 2.97 1.17 2.23 ... 11.66 3.28 OptiNose OPTN ... dd 3.93 –0.11 –2.68 –2.24 –1.10 ...
18.65 6.05 LoopIndustries LOOP ... dd 7.20 –0.30 –.43 –.38 –.44 ... 78.28 42.65 MyoKardia MYOK ... dd 60.13 +7.21 –6.17 –5.78 –5.77 ... 18.21 5.74 OptionCare OPCH ... dd 13.21 +2.04 –.49 –.04 .23 ...
14.10 7.91 IronwoodPharm IRWD ... 79 10.32 +0.57 .14 .44 .66 ... 42.77 13.68 LoralSpace LORL ... 6 15.95 –0.95 ... 7.96 7.76 ... 48.40 9.24 MyriadGenetics MYGN ... dd 15.00 –0.25 .06 ... ... ...
m rp
8.46 1.40 IterumTherap ITRM ... dd 2.47 –0.42 –7.10 –3.78 –2.33 ... 28.37 13.07 OpusBank OPB 2.6 10 16.70 –1.30 1.62 1.48 1.70 .11
46.79 4.00 Lovesac LOVE ... dd 10.15 +4.39 –1.07 –1.04 –.04 ... 13.25 5.23 OraSureTechs OSUR ... 49 13.20 +2.38 .27 –.09 –.02 ...
88.32
37.32
40.48
11.01
Itron
IturanLocation
ITRI
ITRN
...
6.1
50
50
61.45
15.73
–1.88
–1.30
1.23
.33
3.16
1.61
4.39
1.86
...
.24
266.20
93.23
128.85
40.28
lululemon
Lumentum
LULU
LITE
...
...
46
dd
225.86
75.25
+22.35
–3.95
...
3.82
...
5.13
...
5.78
...
... N 20.50
8.44
5.17
1.41
OrchardTherap
OrganiGram
ORTX
OGI
...
...
dd
dd
10.14
1.59
+1.55
–0.25
–10.20
.13
–2.09
–.05
–1.89
.07
...
...
32.98 17.35 Luminex LMNX 1.1 dd 32.66 +3.70 –.09 .04 .22 .09 38.14 16.68 OriginBancorp OBNK 1.8 9 20.60 –1.21 2.20 1.57 1.78 .0925
J 32.40
11.99
6.74
6.76
LumosPharma
LutherBurbank
LUMO
LBC
...
2.4
dd
11
8.41
9.68
–0.32
–0.85
–10.35
.87
–8.13
.83
–4.00
.93
...
.0575
34.91
41.50
13.33
27.54
Napco Security
NBT Bancorp
NSSC
NBTB
...
3.4
21
12
16.99
31.71
–0.66
–3.26
.66
2.74
.71
2.14
.94
2.19
...
.27 57.85 22.11 OrthofixIntl OFIX ... dd 32.02 +1.34 –1.51 .89 1.24 ...
5.18 0.31 NCS Multistage NCSM ... dd .65 +0.09 –.70 –.66 –.63 ... 51.48 28.19 OrthoPediatrics KIDS ... dd 44.49 +1.55 –.94 –.78 –.15 ...
68.33 14.56 Lyft LYFT ... dd 29.07 –1.26 ... –1.61 –.66 ...
1.46 0.30 JAKKS Pacific JAKK ... dd .54 +0.17 –2.16 ... –.09 ... 22.95 8.81 NGM Biopharm NGM ... dd 15.40 +0.13 –.85 ... ... ... 7.97 2.20 OsmoticaPharm OSMT ... dd 4.08 +0.58 –5.17 –.71 ... ...
196.84 105.67 J&JSnackFoods JJSF 1.8 26 127.73 +0.01 5.00 ... ... .575 183.42 110.59 NICE NICE ... 58 167.50 +10.18 3.00 5.70 6.36 ... 4.18 1.53 Otonomy OTIC ... dd 2.21 +0.26 –1.45 –1.34 –.99 ...
47.98 25.48 JD.com JD ... 38 46.15 +3.99 –.26 8.26 12.82 ... M 24.99 15.48 NIC EGOV 1.5 33 24.43 +0.88 .75 .79 .92 .09 57.74 30.95 OtterTail OTTR 3.3 21 45.53 –2.02 2.17 2.33 2.49 .37
co o
88.85 41.33 Joyy YY ... 9 62.24 +5.20 ... 28.93 ... ... 35.79 8.06 NMI Holdings NMIH ... 5 11.96 –0.89 2.47 ... ... ... 29.75 2.53 Overstock OSTK ... dd 9.22 +1.78 –3.46 –1.49 –1.18 ...
104.57 58.00 j2Global JCOM .0 17 74.64 –0.05 4.39 7.43 7.95 .455 31.86 12.33 Macom Tech MTSI ... dd 24.86 +0.65 –5.84 .41 .74 ... 11.70 1.35 NN NNBR .0 dd 2.60 +0.96 –1.13 .39 .91 .07 5.24 1.53 OvidTherap OVID ... dd 3.40 +0.56 –1.54 –1.35 –1.34 ...
174.93 123.64 JackHenry JKHY 1.0 46 169.66 –0.50 3.52 ... ... .43 3.44 1.01 MDC Partners MDCA ... dd 1.16 –0.02 ... .77 .91 ... 139.59 58.41 NXP Semi NXPI 1.7 cc 90.17 +0.20 .86 8.40 9.57 .375 17.77 8.37 OxfordImmunotec OXFD ... dd 11.24 +0.71 –.07 –.10 .03 ...
93.12 16.81 JackintheBox JACK 2.8 21 56.40 +11.37 3.62 ... 5.14 .40 83.26 47.19 MGE Energy MGEE 1.9 29 72.31 +0.97 2.51 2.30 2.40 .3525 3.07 0.50 NabrivaTherap NBRV ... dd .52 –0.01 –1.12 –.80 –.60 ... 11.04 1.86 OxfordLane OXLC 32.9 dd 4.93 –1.07 –.51 1.45 1.28 .135
52.18 25.34 JamesRiver JRVR 3.3 29 36.49 –1.78 2.11 2.06 2.44 .30 88.65 21.64 MGP Ingredients MGPI 1.3 16 36.22 +1.14 2.27 2.04 2.16 .12 36.43 13.85 NanoStringTech NSTG ... dd 29.58 +4.11 –1.18 –1.98 –1.57 ... 6.76 2.04 OxfordSquare OXSQ 27.5 dd 2.92 +0.12 –.69 .68 .70 .067
F
154.24 86.88 JazzPharma JAZZ ... 12 111.19 +1.50 9.09 12.98 16.64 ... 122.30 66.87 MKS Instrum MKSI .9 36 92.74 +6.22 2.55 5.15 7.16 .20 2.75 0.45 NantHealth NH ... dd 2.03 +0.43 –.57 ... ... ... 41.37 13.26 OysterPtPharma OYST ... ... 30.35 +0.87 ... –4.00 –4.43 ...
21.65 6.61 JetBlue JBLU ... 5 8.98 –0.52 1.91 –.89 1.52 ... 18.51 9.96 MSB Fin MSBF .0 14 11.08 –0.71 .80 ... ... .50 9.90 0.95 NantKwest NK ... dd 3.30 +0.31 –.70 –.52 –.75 ...
22.50
91.90
1.60
48.76
Jiayin
JohnsonOutdoors
JFIN
JOUT
...
1.1
2
11
2.66
60.84
+0.36
–2.89
...
5.11
5.49
3.79
17.91
3.58
...
.17
7.75
63.31
3.25
13.65
MTBC
MTS Systems
MTBC
MTSC
...
.0
dd
9
6.37
18.36
–0.01
–5.41
–.60
2.21
...
1.07
–.49
2.26
...
.30
120.23
41.80
71.66
16.87
Nasdaq
Natera
NDAQ
NTRA
1.7
...
24
dd
111.24
33.66
+3.32
+1.49
4.63
–1.79
5.51
–2.42
5.70
–1.82
.47
...
PQ
10.00 2.79 JounceTherap JNCE ... 3 5.01 +0.26 1.72 –2.33 –1.78 ... 38.14 16.33 MYR Group MYRG ... 11 25.36 –0.46 2.26 2.71 3.16 ... 82.18 39.01 Nathan's NATH 2.3 20 59.61 –1.13 5.09 1.23 1.42 .35 71.56 22.00 PAM Transport PTSI ... dd 35.90 –6.63 1.34 3.01 4.39 ...
11.42 6.01 Macatawa MCBC 4.5 8 7.19 –0.56 .94 .60 .58 .08 58.28 35.71 NationalBeverage FIZZ ... 20 50.60 –0.75 3.00 2.80 2.39 ... 8.75 3.75 P&FIndustries PFIN 4.3 3 4.63 +0.37 1.51 ... ... .05
K 19.24
5.36
4.04
2.48
Macrogenics
MagalSec
MGNX
MAGS
...
...
dd
42
6.45
3.05
+0.69
+0.14
–3.16
.07
–3.46
.52
–2.37
.75
...
...
9.85
25.39
1.62
11.82
NatlCineMedia
NatlGeneral
NCMI
NGHC
25.7
1.2
6
6
2.96
16.43
+0.05
–1.17
.46
2.73
...
...
.50
3.03
.19
.05
18.70 7.31 PCB Bancorp PCB 4.5 6 8.98 –0.44 1.49 1.05 .92 .10
56.33 30.10 PCConnection CNXN .0 13 40.24 –2.17 3.10 2.97 3.21 .32
184.50 101.34 KLA KLAC 2.1 23 161.21 +11.09 7.49 9.69 9.96 .85 81.04 30.60 MagellanHealth MGLN ... 24 53.40 –0.20 2.28 2.09 3.55 ... 48.22 20.42 NatlInstruments NATI 2.8 30 37.06 +1.40 1.22 1.27 1.22 .26 9.65 3.95 PC-Tel PCTI 3.7 29 5.98 –0.19 .21 .35 .43 .055
29.50 0.51 KLX Energy KLXE ... dd .87 –0.25 –4.32 ... –1.54 ... 17.91 5.76 MagentaTherap MGTA ... dd 8.82 +1.76 –2.07 –2.09 –2.21 ... 71.35 34.00 NatlResearch NRC 1.6 43 54.15 +6.87 1.26 1.16 1.21 .21 47.29 4.51 PDC Energy PDCE ... dd 9.11 +0.06 –.89 –.18 ... ...
11.64 6.36 KVH Inds KVHI ... dd 8.59 –0.59 1.90 –.65 –.58 ... 11.53 6.31 MagicSoftware MGIC 3.6 21 8.61 –0.21 .41 .68 .75 .156 16.95 10.01 NatlSecurity NSEC 1.5 10 15.49 +0.49 1.61 ... ... .06 18.41 8.61 PDF Solutions PDFS ... dd 15.14 +1.32 –.17 .24 .51 ...
117.06 54.54 KaiserAlum KALU 3.5 20 75.68 +1.68 3.83 6.33 8.07 .67 12.87 8.26 MagyarBancorp MGYR ... 18 8.83 –0.37 .51 .19 .24 ... 39.88 11.70 NationalVision EYE ... 61 24.50 +0.13 .40 .35 .79 ... 3.86 2.06 PDL Biopharm PDLI ... dd 3.07 +0.08 –.59 ... ... ...
10.31 3.24 KalaPharm KALA ... dd 10.26 +1.36 –2.49 –1.96 –1.44 ... 10.69 4.57 Majesco MJCO ... 34 5.53 –0.17 .18 .05 .14 ... 298.00 120.55 NatlWesternLife NWLI .2 5 187.00 –23.00 37.22 ... ... .36 14.85 7.31 PDLCommBncp PDLB ... dd 8.24 –1.47 –.29 .16 .27 ...
19.00 2.82 KaleidoBiosci KLDO ... dd 6.47 +0.96 –3.36 ... ... ... 30.13 10.00 MakeMyTrip MMYT ... dd 12.77 –0.05 –1.61 –1.35 –1.04 ... 14.25 4.75 NaturalAlt NAII ... 23 7.38 +0.75 .92 .18 ... ... 11.82 6.41 PICO PICO ... 14 8.01 –0.05 .57 –1.70 .24 ...
27.25 5.61 KalVistaPharm KALV ... dd 11.11 +1.60 –1.38 ... –2.86 ... 52.13 18.02 MalibuBoats MBUU ... 8 26.75 –0.37 3.15 ... ... ... 34.89 18.91 NatusMedical NTUS ... dd 24.59 –1.77 –.47 1.50 1.70 ... 33.23 10.61 PPD PPD ... ... 22.25 –0.95 .19 1.00 1.31 ...
8.00 4.40 Kamada KMDA ... 8 6.81 +0.36 .55 .26 .13 ... 23.75 10.06 MalvernBancorp MLVF ... 9 11.62 –1.91 1.22 .90 1.18 ... 15.67 4.07 Navient NAVI 8.5 3 7.54 –0.75 2.56 2.79 3.05 .16 39.58 19.40 PRA Group PRAA ... 14 26.52 –1.28 1.89 2.52 3.20 ...
5.79 2.17 KandiTech KNDI ... dd 3.50 +0.79 –.11 .42 .56 ... 18.52 0.56 MammothEnergy TUSK .0 dd .63 –0.03 –1.76 –1.97 –1.68 .125 36.85 13.63 NektarTherap NKTR ... dd 19.43 +0.65 –2.52 –2.69 –2.39 ... 113.10 58.67 PRA HealthSci PRAH ... 24 89.70 +0.57 2.32 4.81 5.89 ...
90.46 35.20 ManhattanAssoc MANH ... 44 57.50 –0.25 1.32 1.22 1.50 ... 79.83 48.91 Neogen NEOG ... 59 66.07 +2.57 1.15 ... ... ... 8.07 1.77 PRGX Global PRGX ... dd 3.12 –0.07 –.60 .19 .32 ...
n-
152.00 11.24 KarunaTherap KRTX ... dd 77.91 +9.61 –3.68 –2.36 –3.24 ...
29.61 4.26 KaryopharmTherap KPTI ... dd 23.44 +2.91 –3.22 –2.26 –1.16 ... 18.39 6.49 Mannatech MTEX 4.8 8 10.50 +0.52 1.35 13.50 15.50 .125 14.82 2.19 NeoleukinTherap NLTX ... dd 13.96 +2.61 –2.57 –1.19 –1.39 ... 102.47 43.90 PTC PTC ... dd 66.66 +2.72 –.23 2.17 2.88 ...
14.40 7.29 KearnyFinancial KRNY 3.9 17 8.26 –0.75 .46 ... ... .08 1.88 0.80 MannKind MNKD ... dd 1.28 +0.24 –.27 –.21 –.09 ... 6.40 0.88 NeonTherap NTGN ... dd 2.40 –0.06 –2.86 –1.54 –1.64 ... 59.89 30.79 PTC Therap PTCT ... dd 49.78 +4.35 –4.27 –4.92 –1.99 ...
28.91 10.13 KellyServices A KELYA .0 5 13.71 –0.69 ... ... 2.39 .075 93.99 55.16 ManTechIntl MANT 1.6 28 78.72 +1.52 2.83 2.83 3.15 .32 2.45 0.60 NeosTherap NEOS ... dd 1.00 +0.11 –.34 –.17 .04 ... 83.41 49.11 Paccar PCAR 1.9 10 67.65 +0.38 6.87 ... 4.66 .32
29.43 10.52 KellyServices B KELYB .0 5 14.79 +3.45 ... ... 2.39 .075 5.57 1.10 Marchex MCHX ... dd 1.39 –0.10 –.09 –.09 –.02 ... 4.45 2.70 Net1UEPS UEPS ... dd 3.59 +0.20 –5.42 –.27 –.02 ... 7.50 2.20 PacBiosciCA PACB ... dd 3.15 +0.25 –.55 –.61 –.55 ...
8.27 4.40 KY FirstFedBncp KFFB 6.9 49 5.80 –0.11 .10 .18 .21 .10 5.78 0.77 MarinSoftware MRIN ... dd 1.41 +0.26 –1.95 –2.31 –.43 ... 77.61 34.66 NetApp NTAP 4.6 10 42.15 –0.58 4.51 ... ... .48 8.49 3.21 PacificMercBncp PMBC ... 15 3.57 –0.94 ... .25 .24 ...
28.60 19.10 KerosTherap KROS ... ... 26.70 +5.13 ... ... ... ... 5.40 0.77 MarinusPharma MRNS ... dd 1.90 +0.24 –.99 –.65 –.58 ... 367.52 209.01 Netease NTES 2.0 15 348.64 +21.29 23.84 121.17 ... 1.0175 34.90 13.93 PacificPremBncp PPBI 5.4 7 18.54 –1.50 2.60 2.10 2.36 .25
23.00 6.96 KewauneeSci KEQU .0 dd 7.83 –0.17 .55 1.53 2.16 .19 9.17 1.33 MarkerTherap MRKR ... dd 2.05 +0.30 –.47 –.50 –.25 ... 449.52 252.28 Netflix NFLX ... cc 422.96 +52.24 4.13 6.08 8.50 ... 51.35 27.46 PaciraBioSci PCRX ... dd 38.10 +2.41 –.27 1.94 3.27 ...
no
6.99 2.51 KeyTronic KTCC ... dd 3.99 –0.41 –.74 .80 1.20 ... 449.94 256.61 MarketAxess MKTX .6 80 429.78 +26.43 5.40 ... ... .60 36.87 15.01 Netgear NTGR ... 31 24.90 ... .81 1.85 2.36 ... 40.60 13.84 PacWestBancorp PACW 13.0 5 18.42 –2.10 3.90 2.81 2.93 .60
21.60 2.18 KezarLifeSci KZR ... dd 4.55 +0.35 –1.84 –1.46 –1.32 ... 25.44 4.66 MarlinBusSvcs MRLN 7.5 3 7.47 +0.02 2.20 2.25 2.65 .14 30.30 19.11 NetScout NTCT ... cc 24.89 –3.84 –.93 1.55 1.64 ... 62.96 18.50 Palomar PLMR ... cc 58.19 +1.55 .49 2.05 2.51 ...
42.64 20.60 Kforce KFRC 2.9 13 27.57 –1.91 5.50 1.71 2.19 .20 153.39 46.56 Marriott MAR .0 22 84.26 +2.95 3.80 3.43 5.33 .48 119.65 71.85 Neurocrine NBIX ... cc 98.96 +2.28 .39 ... 4.96 ... 26.20 10.26 PanAmerSilver PAAS 1.0 27 19.09 +0.90 .55 .69 1.42 .05
18.49 9.78 KimballElec KE ... 9 11.99 –0.59 .62 1.01 1.40 ... 23.39 16.01 MartenTransport MRTN .7 20 22.79 –0.12 1.11 .97 1.15 .04 17.76 1.25 Neuronetics STIM ... dd 2.36 +0.40 –1.58 –1.52 –.99 ... 70.19 28.55 PapaJohn's PZZA 1.4 dd 65.13 +6.13 –.24 1.43 1.78 .225
22.40 8.19 KimballIntl B KBAL 3.2 10 11.40 –0.37 1.06 .76 .96 .09 10.52 0.91 MartinMidstream MMLP 17.7 dd 1.41 +0.35 –4.44 .15 –.35 .0625 19.50 7.01 NewFortressEner NFE ... dd 11.76 –0.14 –3.90 –.03 ... ... 5.89 2.50 ParatekPharma PRTK ... dd 4.44 –0.03 –3.93 –2.27 –.71 ...
20.00 5.01 KiniksaPharm KNSA ... dd 18.38 +1.39 ... –2.81 –3.12 ... 28.86 16.45 MarvellTech MRVL .9 11 25.96 +1.68 2.34 .87 1.38 .06 6.47 0.98 NY Mortgage NYMT .0 3 2.10 –0.14 .64 .20 .59 .20 37.71 10.78 Park-Ohio PKOH 3.0 5 16.64 –1.54 3.12 ... 3.31 .125
132.68 68.87 KinsaleCapital KNSL .3 40 114.01 +1.04 2.86 2.75 3.10 .09 208.59 121.33 Masimo MASI ... 58 199.70 +14.28 3.44 3.58 ... ... 20.99 10.44 NewellBrands NWL 7.2 53 12.86 –1.29 .25 1.37 1.47 .23 5.15 2.90 PartnerComms PTNR ... 76 3.95 –0.14 .03 .08 .15 ...
6.26 0.56 Kirkland's KIRK ... dd .90 +0.11 –3.79 .18 .37 ... 26.74 4.90 MasterCraftBoat MCFT ... 8 7.80 –0.70 2.12 ... ... ... 13.85 2.49 Newmark NMRK 11.3 6 3.54 –0.60 ... 1.39 1.59 .10 23.25 8.09 PassageBio PASG ... ... 20.35 +3.27 ... –3.15 –2.70 ...
82.75 6.95 KodiakSciences KOD ... dd 52.97 +2.30 –1.25 –2.43 –4.30 ... 95.32 44.74 MatchGroup MTCH ... 44 80.00 +11.89 ... 1.98 2.50 ... 15.07 7.90 NewsCorp A NWSA 2.2 dd 8.90 –0.59 .26 .22 .33 .10 64.38 16.70 PatrickIndustries PATK 3.2 8 31.45 –2.53 3.85 2.03 ... .25
45.21 22.17 KornitDigital KRNT ... cc 27.61 +1.08 .27 ... .71 ... 20.41 10.65 Materialise MTLS ... cc 19.45 +0.19 .03 .05 .14 ... 15.36 7.88 NewsCorp B NWS 2.2 dd 9.17 –0.52 .26 .22 .33 .10 16.50 3.83 PatriotNatBncp PNBK .7 dd 5.88 –0.21 .82 1.37 1.43 .01
33.78 19.99 KraftHeinz KHC 5.5 19 29.33 +1.22 1.58 2.32 2.33 .40 24.36 7.11 MatrixService MTRX ... dd 9.42 –0.62 1.01 ... ... ... 23.99 7.59 NewtekBusSvcs NEWT 14.6 ... 15.04 –0.60 ... 1.13 2.29 .44 21.26 8.31 PatriotTransport PATI 6.4 75 9.36 –1.14 1.54 ... ... 3.00
25.08 5.00 KratosDefense KTOS ... cc 14.96 +0.31 .11 .14 .29 ... 14.83 6.53 Mattel MAT ... dd 9.18 –0.12 –.62 .02 .35 ... 133.25 43.37 NexstarMedia NXST 3.4 14 66.21 +3.41 4.80 14.73 12.51 .56 25.70 12.93 Patterson PDCO 6.7 31 15.56 +0.32 .89 1.38 1.49 .26
66.85 22.02 KrystalBiotech KRYS ... dd 45.71 +1.49 –1.20 –2.55 –2.67 ... 40.49 19.02 MatthewsIntl MATW 3.7 dd 22.94 –2.19 –1.21 ... ... .21 109.00 13.86 NextCure NXTC ... dd 37.15 –3.05 –2.15 –2.06 –2.51 ... 16.27 1.61 PattersonUTIEn PTEN 7.8 dd 2.06 –0.25 –2.10 –2.28 –2.39 .04
28.66 16.91 Kulicke&Soffa KLIC 2.0 88 24.15 +1.68 .18 1.09 1.71 .12 65.73 41.93 MaximIntProducts MXIM 3.6 19 53.09 +1.30 2.97 ... ... .48 21.12 5.10 NextGenHlthcr NXGN ... 45 10.69 –0.06 .38 ... ... ... 90.54 47.87 Paychex PAYX 3.7 22 67.50 +0.96 2.86 3.02 2.89 .62
21.42 6.35 KuraOncology KURA ... dd 10.63 +0.93 –1.51 –1.87 –2.11 ... 83.95 44.32 McGrathRent MGRC 3.2 13 51.73 –3.99 3.93 4.06 4.10 .42 9.90 4.76 NicholasFin NICK ... dd 5.80 –0.47 –.46 1.80 1.91 ... 150.73 66.98 Paylocity PCTY ... 92 94.89 –6.13 .97 ... ... ...
28.80 5.07 KuraSushiUSA KRUS ... cc 10.60 –1.58 ... .29 –.24 ... 7.80 1.29 MedallionFin MFIN ... dd 2.52 –0.13 –.07 ... 1.24 ... 14.88 6.53 9F JFU ... 12 7.38 –1.65 ... .92 1.01 ... 124.45 82.07 PayPal PYPL ... 54 111.85 +6.01 2.07 3.28 4.03 ...
13.37 2.79 MediciNova MNOV ... dd 5.53 –0.56 –.30 –.34 –.24 ... 10.71 5.33 NiuTech NIU ... 99 7.08 +0.09 ... 2.41 5.28 ... 31.72 11.15 PeapackGladFinl PGC 1.2 7 16.28 –2.95 2.44 2.09 2.23 .05
5.73 1.44 MediWound MDWD ... 11 1.99 +0.39 .18 –.41 –.22 ... 26.77 9.04 nLIGHT LASR ... dd 14.26 +0.43 –.35 –.24 .28 ...
L
103.13 38.01 Pegasystems PEGA .2 dd 78.87 +2.99 –1.14 .19 .64 .03
109.09 53.10 Medpace MEDP ... 33 87.68 +4.56 2.67 2.72 3.65 ... 28.40 2.73 NobleEnergy NBL 1.2 dd 6.95 –0.56 –3.16 –.86 –.67 .02 38.08 17.70 Peloton PTON ... dd 33.49 +5.04 –.86 –.99 –.99 ...
30.23 8.82 MeiraGTx MGTX ... dd 14.59 +1.06 –1.65 ... ... ... 40.30 1.81 NobleMidstream NBLX 63.1 1 4.14 –0.41 3.96 2.49 2.30 .6878 39.18 3.75 PennNational PENN ... 39 14.07 +0.16 .37 .55 1.95 ...
95.72 33.00 LGI Homes LGIH ... 7 49.65 –5.09 7.02 7.51 8.30 ... 26.97 10.81 MelcoResorts MLCO 4.2 19 15.00 +1.40 .78 –.51 .97 .1651 9.06 3.14 Noodles NDLS ... cc 5.22 –0.51 .04 –.14 .23 ... 46.40 0.99 PennVirginia PVAC ... 1 4.00 +0.86 4.67 4.78 .13 ...
159.48 99.38 LHC Group LHCG ... 43 131.53 –7.78 3.07 4.66 5.62 ... 124.75 96.18 MellanoxTech MLNX ... 34 124.70 +4.95 3.62 7.40 8.55 ... 180.28 96.46 Nordson NDSN 1.0 26 152.48 –0.12 5.79 5.52 6.49 .38 35.99 6.15 Pennant PNTG ... cc 19.12 +0.05 .11 .57 .73 ...
36.63 13.31 LKQ LKQ ... 12 20.94 –1.60 1.74 2.21 2.58 ... 7.48 1.00 MenloTherap MNLO ... dd 1.30 +0.10 –3.09 –1.60 –.90 ... 27.58 6.20 NortheastBank NBN .4 7 10.51 –3.60 ... 1.70 ... .01 7.19 1.76 PennantPark PNNT 23.0 7 3.13 –0.27 .24 .64 .68 .18
Nasdaq Issues
36.27 18.72 PennsWoodsBncp PWOD 5.9 10 21.86 –3.04 2.20 1.58 1.53 .32 17.93 8.66 ResourcesConnect RGP 5.5 10 10.22 –0.63 .98 1.00 .41 .14 21.72 7.42 SolarCapital SLRC 11.5 11 14.29 +0.37 1.33 1.63 1.67 .41 9.69 4.16 TiVo TIVO .0 dd 6.74 –0.08 –3.27 .98 1.07 .08
17.66 9.37 People'sUtdFin PBCT 6.2 9 11.48 –0.82 1.27 1.05 1.17 .1775 11.96 0.86 resTORbio TORC ... dd 1.18 +0.08 –2.41 –.91 –.78 ... 18.29 6.30 SolarSeniorCap SUNS 11.8 8 11.94 +0.34 1.43 1.34 1.33 .1175 7.70 1.54 TizianaLifeSci TLSA ... ... 3.17 –0.23 –.31 –.52 –.67 ...
39.28 17.91 PeoplesBncpOH PEBO 6.1 8 22.23 –1.51 2.63 2.10 2.25 .34 19.18 5.84 RetailOppor ROIC 9.9 19 8.11 –1.39 .42 .33 .35 .20 143.73 42.74 SolarEdgeTech SEDG ... 34 97.10 +0.46 2.90 4.01 5.21 ... 10.88 0.42 Tocagen TOCA ... dd 1.28 +0.18 –2.69 –2.81 –2.36 ...
34.32 15.66 PeoplesBncpNC PEBK 3.4 8 17.84 –3.16 2.36 .38 .57 .15 21.95 8.98 Retrophin RTRX ... dd 14.48 –2.06 –3.46 –1.93 –2.10 ... 13.58 1.96 SolidBiosci SLDB ... dd 2.53 +0.08 –2.91 –1.76 –1.22 ... 25.40 0.39 TonixPharm TNXP ... dd .74 +0.02 –19.33 –.90 –.64 ...
53.88 29.01 PeoplesFinSvcs PFIS 4.2 10 34.03 –3.05 3.48 ... ... .36 27.97 9.88 RevanceTherap RVNC ... dd 16.03 –0.34 –3.67 –4.04 –3.06 ... 18.26 0.50 SonimTech SONM ... dd .82 ... –1.39 –.88 –.62 ... 22.62 6.80 Torm TRMD ... 3 7.00 –0.61 2.24 2.93 2.91 ...
147.20 101.42 PepsiCo PEP 2.8 26 137.55 +3.92 5.20 5.76 6.21 .955 37.08 17.35 RevolutionMed RVMD ... ... 23.00 –0.65 ... –1.53 –1.58 ... 16.88 6.58 Sonos SONO ... dd 8.49 –0.71 –.24 –.07 .21 ... 25.80 12.13 TowerSemi TSEM ... 21 18.00 +0.53 .85 1.09 1.67 ...
8.14 2.34 Perceptron PRCP ... dd 2.63 –0.07 –.71 .14 .46 ... 33.22 21.61 ReynoldsCnsmr REYN 2.0 24 30.50 +0.60 ... 1.77 1.90 .15 7.69 1.43 SotherlyHotels SOHO 26.7 dd 1.95 –0.10 –.43 –1.08 –.49 .13 4.29 0.30 TownSports CLUB ... dd .38 –0.15 –.70 –.22 –.16 ...
22.50 7.11 PerdoceoEduc PRDO ... 12 11.68 –0.59 .97 1.50 1.70 ... 29.13 12.99 RhythmPharm RYTM ... dd 18.47 +1.63 –3.86 –3.45 –2.29 ... 22.00 11.61 SouthPlainsFin SPFI .9 8 13.00 –2.70 1.71 1.25 1.31 .03 29.02 15.03 TowneBank TOWN 3.9 10 18.39 –2.48 1.92 1.43 1.39 .18
53.76 18.88 Perficient PRFT ... 27 31.13 –0.03 1.15 2.14 2.42 ... 5.93 1.95 RibbonComms RBBN ... dd 3.13 +0.17 –1.19 .60 .69 ... 88.10 48.28 SouthState SSB 3.2 10 54.29 –7.21 5.36 2.77 5.33 .47 114.25 63.89 TractorSupply TSCO 1.5 20 92.72 +4.49 4.66 ... 5.34 .35
2.14 0.60 PerformantFin PFMT ... dd .74 +0.03 –.50 ... ... ... 6.32 3.10 RichardsonElec RELL 5.9 dd 4.06 ... –.57 .13 .50 .06 44.43 20.89 SouthernFirstBcsh SFST ... 7 26.55 –2.74 3.58 3.62 3.80 ... 323.78 136.00 TradeDesk TTD ... cc 228.52 +14.76 ... 2.73 3.75 ...
9.70 2.76 PerionNetwork PERI ... 10 4.76 –0.32 .50 .80 .88 ... 3.10 1.23 RigelPharm RIGL ... dd 1.66 –0.11 –.40 –.22 –.25 ... 39.05 19.65 SoMO Bancorp SMBC 2.6 7 23.18 –0.52 3.14 ... 2.30 .15 55.27 33.23 Tradeweb TW .6 72 51.63 +4.19 1.25 1.29 1.35 .08
10.14 5.69 Perma-PipeIntl PPIH ... 16 6.10 +0.10 –.07 .66 .84 ... 11.34 1.02 RigNet RNET ... dd 1.17 –0.01 –.97 –1.98 ... ... 16.85 7.88 SoNtlBcpVA SONA 4.3 7 9.36 –1.09 1.36 1.41 1.46 .10 13.59 2.87 TransActTechs TACT .0 60 3.89 +0.23 .07 ... ... .09
31.88 4.27 Personalis PSNL ... dd 8.81 +0.55 –1.39 ... ... ... 5.48 2.22 RiminiStreet RMNI ... dd 3.86 –0.08 –.12 .18 .36 ... 37.89 23.74 SouthsideBcshs SBSI 4.3 13 28.92 –2.51 2.20 ... 1.99 .31 34.18 16.50 Transcat TRNS ... 24 26.49 –0.36 .95 ... 1.20 ...
36.33 15.83 PetIQ PETQ ... dd 23.36 –2.43 –.51 1.37 2.05 ... 8.70 4.05 RiverviewBncp RVSB 3.9 7 5.08 –0.26 .76 .72 .52 .05 11.71 5.25 SparkEnergy SPKE 9.7 dd 7.48 +0.09 .02 ... ... .1813 2.01 0.30 TransGlobeEner TGA .0 dd .44 –0.04 –.06 .26 .25 .035
33.50 13.90 6.80 TranslateBio TBIO ... dd 10.11 –0.39 –2.20 –1.83 ... ...
.
15.00 PetMedExpress PETS 3.2 27 33.46 +4.16 1.84 1.23 1.46 .27 13.60 4.00 RiverviewFinl RIVE 6.0 11 4.96 –0.94 .47 ... ... .075 20.70 8.45 SpartanMotors SPAR .7 dd 13.42 –0.09 –.36 1.13 1.40 .05
14.08 2.60 PhaseBioPharm PHAS ... dd 4.03 +0.58 –1.43 –1.76 –2.30 ... 27.59 9.01 RocketPharm RCKT ... dd 16.11 +0.23 –1.58 –2.01 –1.89 ... 17.35 8.82 SpartanNash SPTN 4.7 cc 16.30 +2.62 .16 1.58 1.45 .1925 31.54 10.10 TransMedics TMDX ... dd 16.58 +1.53 –2.36 –1.44 –.83 ...
47.84 18.51 PhathomPharm PHAT ... ... 30.48 –1.03 ... –3.36 –2.98 ... 5.80 1.31 RockwellMedical RMTI ... dd 2.45 +0.22 –.56 –.37 –.14 ... 10.57 1.74 SpectrumPharm SPPI ... dd 2.74 +0.01 –1.02 –1.55 –1.04 ... 21.15 5.51 TravelCenters TA ... 2 8.33 –1.12 4.12 1.28 2.15 ...
ly
36.98 16.87 PhibroAnimal PAHC 2.0 26 24.12 –1.46 1.61 ... ... .12 34.14 14.96 RockyBrands RCKY 2.8 8 19.83 –0.79 2.35 2.30 2.50 .14 14.38 5.25 SperoTherap SPRO ... dd 7.90 –0.01 –3.35 –4.08 –3.51 ... 22.85 3.04 Travelzoo TZOO ... 14 4.83 –0.17 .35 .55 .72 ...
16.75 7.95 Photronics PLAB ... 22 11.21 +0.42 .44 .67 .93 ... 9.90 3.77 RockyMtnChoc RMCF 11.2 13 4.28 +0.27 .37 .86 .91 .12 23.48 8.96 SpiritofTexas STXB ... 7 10.19 –0.87 1.40 1.10 1.31 ... 10.93 1.75 TremontMortgage TRMT 2.1 2 1.88 –0.13 –.51 .74 .70 .01
33.67 15.75 PilgrimPride PPC ... 11 19.43 +0.22 1.83 ... ... ... 176.55 55.92 Roku ROKU ... dd 126.80 +34.35 ... –1.57 –1.12 ... 176.31 93.92 Splunk SPLK ... dd 135.15 +12.02 –2.22 .08 1.40 ... 10.62 1.33 TreviTherap TRVI ... dd 2.72 +0.02 –2.28 –1.97 –1.88 ...
46.49 18.46 Pinduoduo PDD ... dd 44.46 +3.42 ... –3.15 4.66 ... 124.16 56.30 RossStores ROST 1.2 20 91.72 +2.98 4.60 3.51 4.68 .285 17.25 8.53 SpokHoldings SPOK 4.5 dd 11.18 +0.28 –.56 1.00 1.00 .125 13.86 4.91 TribunePub TPCO 12.7 dd 7.88 –0.44 –.85 .63 1.31 .25
65.00 27.80 PinnacleFinPtrs PNFP 1.6 7 38.87 –5.97 5.22 4.51 4.83 .16 138.78 59.78 RoyalGold RGLD 1.0 42 107.81 +2.77 1.43 ... ... .28 8.90 3.41 SportsmansWrhs SPWH ... 15 7.03 +0.23 .46 .65 .70 ... 44.30 18.02 Tricida TCDA ... dd 27.31 +0.50 –3.72 –5.19 –3.65 ...
8.60 0.40 PintecTech PT ... ... 1.26 –0.05 –.71 ... ... ... 18.64 3.35 RubiusTherap RUBY ... dd 5.35 +0.57 –2.08 –2.33 –2.15 ... 43.90 17.02 SpringWorks SWTX ... ... 27.65 –2.10 ... –1.53 –1.94 ... 41.42 23.05 TriCoBancshares TCBK 3.0 10 28.90 –3.90 3.00 2.24 2.19 .22
on
5.23 2.06 Pixelworks PXLW ... dd 4.05 +0.66 –.24 –.14 .06 ... 9.60 3.06 RuhnnHolding RUHN ... dd 3.83 –0.62 –.25 ... ... ... 24.06 13.00 SproutsFarmersMkt SFM ... 16 20.44 +1.44 1.25 ... ... ... 33.45 19.99 TriMas TRS ... 11 23.45 –1.64 2.16 1.25 1.49 ...
8.95 1.30 PlayaHotels PLYA ... dd 2.57 +0.77 .16 –.28 –.04 ... 49.27 27.25 RushEnt A RUSHA 1.5 9 34.15 –0.91 ... 3.00 2.24 .13 42.73 21.70 StaarSurgical STAA ... cc 38.09 +4.39 .30 .37 .69 ... 46.67 20.01 Trimble TRMB ... 16 32.46 –2.00 2.03 ... ... ...
86.53 35.16 Plexus PLXS ... 15 58.22 –2.21 3.50 ... ... ... 48.50 21.65 RushEnt B RUSHB 1.6 9 32.83 –0.73 ... 1.10 2.24 .13 185.20 32.54 Stamps.com STMP ... 44 145.53 +7.12 3.33 4.36 4.74 ... 2.95 0.56 TrinityBiotech TRIB ... dd 1.08 +0.15 –553.10 .32 .24 ...
35.70 6.59 Pluralsight PS ... dd 14.39 +2.05 –1.19 –.48 ... ... 27.14 2.32 RuthsHospitality RUTH .0 6 8.50 –0.19 1.44 1.20 1.38 .15 12.09 4.76 StarBulkCarriers SBLK 3.3 dd 6.13 +0.45 –.17 ... 2.25 .05 44.59 20.10 Trip.com TCOM ... 15 23.85 –0.97 1.79 1.67 10.70 ...
238.23 160.35 Pool POOL 1.1 31 198.78 –0.69 6.40 6.15 7.00 .55 96.79 44.44 Ryanair RYAAY ... 12 59.76 +1.28 4.48 ... ... ... 99.72 50.02 Starbucks SBUX 2.1 25 77.10 +3.22 2.92 1.84 2.93 .41 56.60 13.73 TripAdvisor TRIP .0 21 18.78 +0.44 ... 1.07 1.61 3.50
61.46 23.69 Popular BPOP 4.5 5 35.19 –3.88 6.88 5.38 ... .40 26.64 11.88 StarsGroup TSG ... cc 25.29 +3.64 .22 1.82 2.19 ... 26.43 7.59 TriStateCapital TSC ... 6 10.54 –0.13 1.89 1.17 1.68 ...
3.06
37.35
0.75
5.31
PortmanRidge
PortolaPharm
PTMN
PTLA
23.3
...
dd
dd
1.03
6.41
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–.33
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15.84
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0.90
StateAutoFin
StealthBioTher
STFC
MITO
1.6
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13
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25.37
1.70
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1.96
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...
43.15
5.38
19.03
1.30
TriumphBancorp
trivago
TBK
TRVG
...
...
11
28
25.51
1.69
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2.25
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1.54
...
2.01
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...
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us ,
9.29 1.50 Potbelly PBPB ... dd 3.60 –0.10 –1.01 –.51 –.01 ... 4.18 1.51 StealthGas GASS ... 39 2.07 +0.08 .05 .11 .63 ... 7.24 1.98 TrueCar TRUE ... dd 2.21 +0.01 –.28 –.07 –.20 ...
45.42 22.40 PotlatchDelt PCH 5.2 38 31.04 –0.63 .82 .26 .92 .40 41.54 23.79 S&T Bancorp STBA 4.3 9 26.03 –3.35 2.82 2.24 2.54 .28 2.04 0.66 SteelConnect STCN ... dd .69 –0.01 –1.13 .60 1.10 ... 38.06 20.84 Trupanion TRUP ... dd 30.72 –0.36 –.05 ... ... ...
315.84
l
50.81 15.62 PowellIndustries POWL 4.5 18 23.36 –0.69 .85 1.13 .03 .26 196.38 SBA Comm SBAC .6 cc 314.83 +9.02 1.28 1.93 2.85 .465 35.78 14.98 SteelDynamics STLD 4.3 8 23.47 –0.49 3.04 1.92 2.23 .25 9.10 4.30 TrustcoBank TRST 5.1 9 5.37 –0.49 .60 .51 .55 .0681
111.56 64.95 PowerIntegrations POWI .8 15 95.41 +4.36 6.49 2.95 3.52 .19 25.24 10.96 SBOneBancorp SBBX 2.0 7 17.00 –1.36 2.40 2.13 2.31 .085 67.94 38.45 Stericycle SRCL ... dd 48.59 –2.13 –3.81 2.50 2.96 ... 36.64 20.47 Trustmark TRMK 3.8 11 24.48 –2.44 2.32 1.73 1.72 .23
e
1.75 0.50 SCYNEXIS SCYX ... dd 1.00 +0.15 –.96 –.43 –.36 ...
al a
8.50 2.55 PowerFleet PWFL ... dd 4.64 +0.27 –.59 .13 .41 ... 17.49 7.06 SterlingCnstr STRL ... 6 8.53 –0.77 1.47 1.35 1.75 ... 2.29 0.41 TuesdayMorning TUES ... dd .61 +0.05 –.28 –.40 –.08 ...
8.77 1.26 Precigen PGEN ... dd 2.94 +0.03 –2.09 –.79 –.54 ... 69.61 35.41 SEI Investments SEIC 1.4 16 50.20 –0.73 3.24 2.94 3.23 .35 44.80 16.38 StevenMadden SHOO 2.6 14 23.34 –2.22 1.69 1.43 1.87 .15 5.01 0.73 Tuniu TOUR ... dd .80 –0.11 ... ... –2.31 ...
23.67 4.60 PrecisionBio DTIL ... dd 7.22 +0.92 –2.21 –2.18 –2.19 ... 23.10 7.20 SI-BONE SIBN ... dd 13.95 +0.33 –1.55 ... ... ... 32.34 10.90 StitchFix SFIX ... 64 15.70 +0.65 .36 ... ... ... 67.54 26.01 TurningPtTherap TPTX ... dd 50.00 +0.89 –2.99 –2.91 –3.56 ...
64.50 20.04 PreferredBankLA PFBC 3.6 6 33.51 –3.80 5.16 4.23 4.43 .30 6.20 3.96 SIGA Tech SIGA ... dd 5.67 +0.29 –.15 .90 .82 ... 42.60 22.98 StockYardsBncp SYBT 3.7 10 29.05 –2.90 2.89 ... ... .27 12.50 4.05 TurtleBeach HEAR ... 7 7.50 +0.71 1.04 –.38 .30 ...
76.60 36.16 PreformedLine PLPC 1.7 10 46.25 –0.99 4.58 6.24 6.73 .20 65.68 26.04 Sina SINA ... dd 34.46 +1.30 –1.01 2.36 3.16 ... 39.04 15.82 StokeTherap STOK ... dd 22.83 +1.08 –1.80 ... ... ... 16.81 6.31 21 Vianet VNET ... dd 15.41 +1.41 ... .39 .76 ...
ci on
20.38 8.21 PremierFinBncp PFBI 5.1 7 11.76 –0.73 1.64 .87 .67 .15 12.32 5.60 SLM SLM 1.7 5 6.90 –0.29 1.30 1.64 1.84 .03 46.69 17.72 StoneCo STNE ... 34 24.10 –1.04 ... 3.38 4.90 ... 19.15 5.00 TwinDisc TWIN ... dd 6.29 –0.48 .83 –1.47 –.24 ...
40.14 27.11 Premier PINC ... dd 33.13 +0.53 –.15 2.84 3.01 ... 39.08 16.42 SMART Global SGH ... dd 23.01 –2.73 2.24 2.52 3.30 ... 30.60 12.18 Stratasys SSYS ... dd 16.73 +0.14 –.20 .26 .49 ... 35.95 18.52 TwistBiosci TWST ... dd 30.91 +4.01 –2.68 –3.16 –2.18 ...
19.25 7.41 PrevailTherap PRVL ... dd 14.28 +0.31 –2.22 –2.22 –2.25 ... 4.19 1.32 SMTC SMTX ... dd 2.75 +0.22 –.23 .42 .38 ... 189.79 108.90 StrategicEd STRA 1.6 41 148.86 +14.00 3.67 7.65 8.26 .60 63.07 11.37 2U TWOU ... dd 23.97 +1.46 –3.83 –1.26 –.84 ...
79.90 41.15 PriceSmart PSMT 1.1 24 62.00 –3.09 2.40 2.61 3.36 .35 4.63 2.71 SORL AutoParts SORL ... 4 4.32 +0.11 .66 1.10 1.03 ... 30.60 11.74 Strattec STRT 4.6 29 12.20 –1.37 –4.63 2.03 2.90 .14
23.98
60.81
9.42
23.31
PrimorisSvcs
PrincipalFin
PRIM
PFG
1.6
7.3
9
6
14.75
30.54
–2.16
–2.07
1.61
4.96
1.74
5.11
2.14
5.91
.06
.56
4.76
47.33
0.55
14.44
SPI Energy
SP Plus
SPI
SP
...
...
dd
10
.83
21.21
+0.19
–1.30
–1.70
2.20
.30
2.37
.70
2.95
...
...
33.40
4.99
12.00
1.43
StratusProp
StrongbridgeBio
STRS
SBBP
...
...
dd
dd
16.37
2.21
–1.63
+0.29
–.30
–.91
–1.54
–1.01
–1.59
–.55
...
...
U
75.65 25.35 PrincipiaBio PRNB ... dd 67.36 +3.22 –2.09 –3.11 –3.73 ... 62.26 31.28 SPS Commerce SPSC ... 53 50.02 –0.18 .94 1.36 1.58 ... 27.83 14.22 SummitFin SMMF 4.0 7 17.07 –1.28 2.53 2.15 2.31 .17
67.73 29.51 SS&C Tech SSNC 1.0 31 52.00 +2.49 1.66 4.07 4.40 .125 71.97 39.47 UMB Fin UMBF 2.7 9 45.26 –4.80 4.96 3.23 3.39 .31
20.63 13.01 ProfessionalHldg PFHD ... 38 15.00 –2.75 ... .54 .95 ... 13.21 6.50 SummitStateBk SSBI 6.4 7 7.49 –0.51 1.07 .67 .56 .12 16.77 2.36 USA Truck USAK ... dd 4.06 –0.19 –.55 –.43 .54 ...
6.37 1.89 ProgenicsPharm PGNX ... dd 4.09 +0.40 –.80 –.96 –.65 ... 19.42 9.00 SSR Mining SSRM ... 32 15.07 +0.41 .47 1.12 1.79 ... 5.49 1.13 SummitTherap SMMT ... dd 4.11 +1.44 .58 ... ... ... 2.98 0.92 USAutoPartsNtwk PRTS ... dd 2.20 +0.37 –.89 ... –.02 ...
er s
52.50 28.09 ProgressSoftware PRGS 1.7 45 37.75 +1.78 .58 2.77 2.83 .165 270.95 127.39 SVB Fin SIVB ... 8 173.69 –12.00 21.73 14.49 15.42 ... 36.70 1.00 SundanceEnergy SNDE ... 12 3.01 +0.67 –.54 –1.03 –3.09 ...
22.27 9.35 SVMK SVMK ... dd 14.66 +1.09 –.56 –.57 –.45 ... 56.22 6.75 US Concrete USCR ... 19 16.86 –2.64 .91 .70 1.53 ...
36.50 13.29 Progyny PGNY ... dd 22.99 +1.76 –.41 .15 .60 ... 13.22 0.47 SundialGrowers SNDL ... dd .56 –0.06 –2.39 –.58 –.32 ... 67.24 24.94 US Ecology ECOL 2.2 22 32.77 –0.74 1.40 1.12 2.19 .18
133.58 83.81 Proofpoint PFPT ... dd 119.04 +2.35 –2.33 ... ... ... 24.95 5.55 SabraHealthcare SBRA 13.7 38 13.16 –0.06 .37 .80 .79 .45 4.72 1.30 SunOpta STKL ... dd 2.26 +0.39 –.10 –.17 –.06 ...
25.44 3.30 Sabre SABR .0 10 6.00 –1.00 1.22 .48 .45 .14 104.00 60.99 US Lime&Min USLM .7 19 87.50 –6.97 4.64 1.83 2.25 .16
13.28 4.46 ProQR Therap PRQR ... dd 5.07 +0.28 –1.54 –1.31 –1.79 ... 16.04 4.03 SunPower SPWR ... cc 6.67 +0.38 .15 –.06 .32 ... 368.83 124.05 UltaBeauty ULTA ... 18 215.51 +13.03 12.15 9.46 ... ...
103.96 65.45 SafetyInsurance SAFT 4.3 13 83.80 –0.21 6.46 6.25 5.25 .90
6.87
16.67
3.68
4.47
ProspectCapital
ProtagonistTherap
PSEC
PTGX
17.3
...
...
dd
4.17
7.21
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+0.26
...
–2.98
...
–2.63
...
–1.98
.06
...
m er
34.88
193.56
21.00
25.01
SagaComm
SageTherap
SGA
SAGE
4.5
...
13
dd
28.18
31.50
–1.62
+2.47
...
–13.38
2.21
–11.21
2.42
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.32
...
23.66
30.00
7.84
15.76
SunRun
SuperMicroComp
RUN
SMCI
...
...
60
13
11.87
21.77
+0.14
+0.29
.21
1.39
.53
...
.60
...
...
...
30.00
68.92
11.20
31.99
UltraClean
UltragenyxPharm
UCTT
RARE
...
...
dd
dd
16.80
58.57
+0.04
+6.07
–.24
–7.12
1.57
–6.10
1.83
–4.26
...
...
18.69 10.95 ProtectiveInsA PTVCA 2.7 29 14.59 –0.41 ... .75 1.25 .10 18.78 6.10 SuperiorGroup SGC 5.5 9 7.32 –1.50 .79 .95 1.16 .10 11.97 4.85 Ultralife ULBI ... 19 6.21 –0.29 .32 .16 .20 ...
18.35 10.23 ProtectiveInsB PTVCB 3.1 26 12.89 –1.51 ... .75 1.60 .10 107.00 56.35 Saia SAIA ... 18 78.00 –5.34 4.30 4.08 5.24 ... 38.74 13.12 SupernusPharms SUPN ... 9 19.87 +1.06 2.10 1.26 1.32 ...
2.50 0.65 SalemMedia SALM 10.9 dd .92 +0.03 ... .12 .21 .025 18.94 9.05 Umpqua UMPQ 7.6 7 11.04 –1.18 1.60 1.09 ... .21
4.72 0.61 ProteostasisTher PTI ... dd 1.43 +0.21 –1.16 –1.05 ... ... 5.09 1.15 SurfaceOncol SURF ... dd 2.73 +0.65 –1.97 –1.09 –1.88 ... 7.70 4.00 UnicoAmerican UNAM ... dd 4.02 –0.79 –.59 .55 .70 ...
17.63 6.71 Prothena PRTA ... dd 11.86 +0.26 –1.95 –1.96 –2.11 ... 179.45 102.13 SandersonFarms SAFM 1.0 88 128.94 +7.89 2.41 2.56 ... .32 19.74 4.00 SurgeryPartners SGRY ... dd 9.60 +2.06 –2.29 –1.26 –.02 ...
38.45 18.00 SandySpringBncp SASR 5.5 7 22.00 –2.26 3.25 2.39 2.67 .30 40.00 16.50 UnionBankshares UNB 4.9 11 25.98 –1.65 ... 2.63 3.20 .32
22.82 2.89 ProventionBio PRVB ... dd 11.85 +3.03 –1.06 –1.21 –1.55 ... 49.00 22.06 Surmodics SRDX ... 79 36.97 +2.34 .55 ... ... ... 82.49 36.20 uniQure QURE ... dd 55.95 +4.43 –2.34 –3.43 –3.46 ...
71.97 40.40 ProvidenceService PRSC ... dd 57.83 –3.40 –.26 2.00 3.35 ... 107.86 66.35 Sanfilippo JBSS .7 19 87.66 +3.44 3.43 ... ... 2.00 12.75 6.00 SutroBioph STRO ... dd 10.10 +0.05 –2.43 –3.02 –3.33 ...
m rp
13.33 4.81 SangamoTherap SGMO ... dd 7.59 +0.13 –.85 –1.41 –1.38 ... 96.03 17.80 UnitedAirlines UAL ... 2 29.08 –2.42 11.58 ... ... ...
22.99 11.78 ProvidentFin PROV 4.1 19 13.70 –0.27 .58 1.16 1.07 .14 38.24 22.12 SykesEnterprises SYKE ... 18 27.73 –0.82 1.53 2.33 2.63 ... 24.54 12.60 UnitedBancshares UBOH 3.9 4 14.50 –0.27 3.25 ... ... .14
19.57 9.90 PrudentialBncp PBIP 2.3 11 12.04 –0.71 1.07 .13 .15 .43 34.96 18.34 Sanmina SANM ... 13 26.38 –0.66 1.97 ... ... ... 1.85 0.79 Synacor SYNC ... dd 1.40 +0.35 –.23 –.23 –.15 ...
51.84 37.62 Sanofi SNY 2.5 29 47.75 +2.29 1.25 3.32 3.65 1.7223 40.70 19.67 UnitedBkshrsWV UBSI 5.6 10 25.21 –1.56 2.55 ... 2.19 .35
35.27 5.50 PumaBiotech PBYI ... dd 9.65 +1.66 –1.95 –1.49 –.85 ... 19.65 7.50 Synalloy SYNL ... dd 9.00 –0.48 –.34 .04 .34 ... 31.66 15.71 UtdCmtyBks UCBI 3.7 8 18.69 –2.22 2.31 1.83 1.96 .18
14.80 4.11 Puyi PUYI ... dd 6.01 –0.03 .16 ... ... ... 158.80 72.05 SareptaTherap SRPT ... dd 118.54 +9.79 –9.71 –7.13 –3.06 ... 84.75 26.34 Synaptics SYNA ... dd 59.58 +2.14 –.66 ... ... ...
33.48 8.61 SatsumaPharm STSA ... ... 17.54 –0.55 –4.80 ... ... ... 53.68 25.00 UnitedFire UFCS 4.4 54 30.00 –2.39 .58 ... ... .33
54.54 28.21 QAD A QADA .7 dd 39.86 –2.54 –.69 .53 .95 .072 9.05 2.46 Synchronoss SNCR ... dd 3.24 +0.01 –3.36 ... –.71 ... 20.89 10.65 UnitedGuardian UG 8.0 13 13.70 –0.20 1.04 1.02 1.07 .55
38.04 20.53 QAD B QADB .9 dd 27.06 –1.94 –.69 .53 .95 .06 11.96 0.69 Savara SVRA ... dd 2.47 +0.35 –1.95 –1.15 –1.19 ... 12.27 5.35 SyndaxPharm SNDX ... dd 10.91 +0.77 –1.84 –2.13 –1.81 ...
39.01 13.78 ScanSource SCSC ... 13 22.70 –0.67 2.24 2.70 3.07 ... 11.45 5.04 UnitedSecBcshrs UBFO 5.8 9 7.62 +0.78 .89 .85 .99 .11
20.44 9.80 Q&K Intl QK ... ... 12.50 ... –2.03 –14.06 –9.91 ... 74.25 30.02 SyneosHealth SYNH ... 41 51.51 +1.90 1.25 2.86 3.67 ...
27.47 10.09 SchnitzerSteel SCHN 5.3 17 14.25 –1.38 2.00 ... ... .1875 116.98 74.31 UnitedTherap UTHR ... dd 104.62 +8.75 –2.39 10.90 10.02 ...
44.76 22.39 QCR Holdings QCRH .9 8 27.65 –2.28 3.60 3.17 3.36 .06 10.01 1.35 Synlogic SYBX ... dd 1.97 +0.14 –1.70 –1.72 –1.69 ... 11.95 4.86 Uniti UNIT 11.8 cc 5.11 –0.40 .04 .17 .11 .15
25.25 8.62 QIWI QIWI 7.9 10 12.46 +0.50 ... 121.46 171.77 .22 23.35 6.95 ScholarRock SRRK ... dd 15.55 +0.86 –1.85 –1.48 –2.42 ... 166.87 104.90 Synopsys SNPS ... 49 154.98 +18.40 3.45 5.22 5.93 ...
45.80 20.01 Scholastic SCHL 2.1 dd 28.00 –1.16 .44 ... .35 .15 24.70 8.76 UnityBancorp UNTY 2.5 6 12.76 –0.13 2.14 1.79 2.02 .08
122.37 58.52 Qorvo QRVO ... 30 86.27 +3.16 1.05 6.07 5.77 ... 1.52 0.54 SyprisSolutions SYPR ... dd .60 –0.07 –.19 .06 .11 ...
co o
56.65 25.50 Schrodinger SDGR ... dd 40.51 –0.79 ... –.82 –.21 ... 10.41 4.62 UnityBiotech UBX ... dd 6.40 +0.04 –1.88 ... ... ...
96.17 58.00 Qualcomm QCOM 3.3 22 76.17 +4.59 3.59 ... 5.91 .62 11.93 4.26 SyrosPharm SYRS ... dd 8.80 +1.34 –1.88 –2.10 –2.12 ... 230.32 105.11 UnivDisplay OLED .4 49 144.30 +5.94 2.92 3.03 4.65 .15
108.99 63.37 Qualys QLYS ... 63 106.13 +5.43 1.68 2.59 2.90 ... 31.63 3.76 ScientificGames SGMS ... dd 10.04 +0.89 –1.40 .15 .81 ...
18.75 5.82 SciPlay SCPL ... 7 10.45 +1.95 1.43 .96 1.28 ... 60.00 29.50 UnivElectro UEIC ... cc 39.77 –0.69 .26 4.12 4.79 ...
36.15
8.52
10.90
1.26
Quanterix
Quantum
QTRX
QMCO
...
...
dd
dd
23.70
3.80
+2.63
+0.10
–1.63
–1.20
...
.40
...
...
...
... 10.95 2.78 scPharm SCPH ... dd 8.98 +0.11 –1.77 –1.98 –1.69 ... T 58.10
27.49
29.17
11.02
UniversalForest
UnivLogistics
UFPI
ULH
.7
3.4
13
9
37.94
12.37
–3.15
–0.64
2.91
1.34
2.84
1.36
3.56
2.35
.125
.105
113.75 23.24 5.36 ScrippsEW SSP 2.7 dd 7.49 –0.38 ... 1.13 .07 .05
F
52.49 Quidel QDEL ... 63 107.87 +11.93 1.73 2.12 2.44 ... 18.18 5.84 UnivStainless USAP ... 15 7.18 –1.02 .48 ... .87 ...
17.13 5.76 QuinStreet QNST ... 62 8.26 +0.01 1.18 .58 .74 ... 4.98 1.15 SeaChange SEAC ... dd 2.80 +0.14 –.24 .31 .44 ... 47.46 16.96 TCF Financial TCF 5.6 14 24.80 –4.08 2.55 2.68 3.62 .35
31.42 13.30 SeacoastBkgFL SBCF ... 10 18.22 –2.37 1.90 ... ... ... 15.56 4.30 TCG BDC CGBD 23.6 6 6.28 +0.11 .63 1.46 1.43 .37 27.80 13.39 UnivestFin UVSP 5.1 7 15.76 –1.50 2.24 1.35 1.46 .20
11.30 2.40 Quotient QTNT ... dd 6.51 +0.44 –2.02 –1.47 –1.23 ... 3.68 0.30 UnumTherap UMRX ... dd .39 +0.04 –1.04 –.69 –.71 ...
17.50 3.95 QurateRetailB QRTEB ... dd 7.60 –0.12 ... 1.48 2.06 ... 64.17 39.02 Seagate STX 5.1 8 51.47 +0.22 7.06 ... ... .65 21.45 5.84 TCR2 Therap TCRR ... dd 9.58 +0.09 –4.62 –2.50 –2.68 ...
16.78 4.02 SeaSpine SPNE ... dd 9.46 +0.42 –2.07 –1.47 –1.08 ... 54.33 27.70 TD Ameritrade AMTD 3.3 10 37.32 –0.64 3.96 ... ... .31 17.45 2.03 UpFintech TIGR ... dd 3.00 +0.42 –.32 .02 .27 ...
17.55 3.01 QurateRetailA QRTEA ... dd 7.61 +0.05 ... 1.48 2.06 ... 54.87 20.75 UplandSoftware UPLD ... dd 30.52 +1.91 –1.96 2.26 2.40 ...
9.11 2.22 Qutoutiao QTT ... dd 2.91 +0.18 ... –3.63 .22 ... 136.97 62.90 SeattleGenetics SGEN ... dd 136.87 +16.55 –.96 –3.09 –1.56 ... 18.88 5.25 TelaBio TELA ... dd 7.93 –0.52 –17.10 –2.27 –1.66 ... 20.90 5.14 Upwork UPWK ... dd 7.40 +0.13 –.15 –.03 .07 ...
10.11 2.64 SecooHolding SECO ... 6 2.67 –0.30 .45 5.37 11.09 ... 22.47 12.65 TFS Fin TFSL 8.1 46 13.91 +0.41 .28 ... .18 .28 31.41 12.28 UrbanOutfitters URBN ... 11 18.64 –0.02 1.67 1.40 1.91 ...
19.52 5.29 SecureWorks SCWX ... dd 12.90 +0.83 ... –.07 .04 ... 7.04 1.56 THL Credit TCRD 27.6 dd 3.04 +0.35 –.79 .65 .61 .21
R 6.42 3.76 SecurityNatFin SNFCA ... 9 5.07 –0.34 ... ... ... ... 101.35 63.50 T-MobileUS TMUS ... 23 90.99 +5.09 4.02 4.35 5.49 ... 39.97
15.98
13.12
6.45
UroGenPharma
UrovantSci
URGN
UROV
...
...
dd
dd
23.77
9.02
+2.47
+0.02
–5.12
–4.43
–6.15
...
–4.64
...
...
...
12.47 6.33 SelectBancorp SLCT ... 10 6.99 –0.37 .68 ... 1.04 ... 31.18 9.19 TPIComposites TPIC ... dd 14.88 –1.53 –.45 .37 1.55 ... 112.26 75.33 UtahMedProducts UTMD 1.3 22 88.00 –0.70 3.94 3.02 3.17 .28
51.21 10.52 RaptTherap RAPT ... dd 15.90 –1.29 –9.89 –2.65 –3.42 ... 4.83 1.28 SelectaBiosci SELB ... dd 2.72 +0.51 –1.22 –1.09 –1.00 ... 139.82 82.51 TRowePrice TROW 3.5 12 103.49 –1.67 8.70 6.83 7.25 .90 3.64 1.56 UTStarcom UTSI ... dd 2.02 +0.11 ... –.14 .04 ...
21.90 11.85 RBB Bancorp RBB 3.6 7 13.44 –1.31 1.92 1.76 1.81 .12 81.35 37.05 SelectiveIns SIGI 1.8 11 51.12 –1.60 4.53 4.15 4.30 .23 50.45 26.28 TTEC TTEC 1.8 22 36.23 –1.20 1.65 1.94 2.25 .34 3.80 1.21 Uxin UXIN ... dd 1.65 +0.11 –2.26 –2.01 –.21 ...
185.06 77.63 RBC Bearings ROLL ... 25 124.87 +3.14 4.26 5.07 4.30 ... 56.04 26.03 Semtech SMTC ... 74 42.88 –0.41 .47 1.52 1.98 ... 16.25 8.06 TTM Tech TTMI ... 29 10.20 –0.77 .39 .89 1.22 ...
27.79 6.52 RCI Hospitality RICK 1.7 5 9.15 –1.20 1.99 1.38 2.53 .04 41.88 21.97 SenecaFoods A SENEA ... 15 36.99 –0.01 .61 1.70 2.25 ... 3.21 0.24 T2Biosystems TTOO ... dd .56 +0.07 –1.30 –.82 –.70 ...
4.17 1.02 RCM Tech RCMT ... 4 1.36 +0.02 .31 .37 .47 ... 41.00 24.08 SenecaFoods B SENEB ... 15 36.20 +1.62 .61 1.70 2.25 ... 69.72 33.04 TabulaRasaHlth TRHC ... dd 56.93 +3.86 –1.57 .88 1.14 ... V
55.23 20.03 REGENXBIO RGNX ... dd 34.72 +1.04 2.73 –1.50 –1.67 ... 7.39 2.02 SeresTherap MCRB ... dd 3.90 +0.51 –1.24 –.93 –1.22 ... 71.65 29.47 TactileSystems TCMD ... 89 49.97 +1.43 .56 .39 .84 ...
8.89 3.31 RF Industries RFIL 1.6 17 5.00 +0.82 .36 .41 .55 .02 26.64 3.59 ServiceProperties SVC .7 4 5.87 –0.74 1.58 .61 1.10 .01 8.54 2.48 TaiwanLiposome TLC ... dd 4.09 +0.39 –.80 –.66 –.52 ... 3.28 1.25 VEON VEON 22.1 5 1.62 –0.04 .36 .28 .28 .15
31.98 24.55 RGC Resources RGCO 2.6 21 27.00 –1.25 1.08 ... ... .175 2.10 0.53 ServiceSource SREV ... dd 1.07 +0.19 –.20 –.03 .02 ... 135.70 89.89 TakeTwoSoftware TTWO ... 42 124.44 +5.04 2.90 4.69 ... ... 5.42 1.82 VOXX Intl VOXX ... dd 4.22 +0.65 –1.89 ... .11 ...
10.48 3.01 RISE Education REDU ... 11 4.09 +0.22 .37 –.62 .30 ... 40.90 21.76 ServisFirstBcshs SFBS 2.4 11 29.50 –3.41 2.76 2.53 2.65 .175 52.00 18.30 Talend TLND ... dd 25.95 +0.34 –1.35 –1.51 –1.06 ... 41.14 13.83 VSE VSEC 2.0 5 18.11 –0.26 3.35 2.30 2.20 .09
n-
13.99 7.12 R1RCM RCM ... dd 9.55 –0.13 –.08 .51 .65 ... 2.60 0.37 SesenBio SESN ... dd .54 ... –1.18 –.38 –.35 ... 91.65 43.69 TandemDiabetes TNDM ... dd 72.94 +5.08 –.42 –.11 .28 ... 12.14 6.00 ValleyNatlBncp VLY 6.1 8 7.27 –0.88 .87 .82 .87 .11
5.67 1.46 RTI Surgical RTIX ... dd 2.14 +0.03 –.05 .01 .12 ... 53.51 29.61 ShenandoahTel SHEN .6 47 51.01 +0.70 1.10 1.39 1.66 .29 6.16 2.92 TandyLeather TLF ... ... 4.08 +0.45 .21 .81 .93 ... 17.85 7.12 VandaPharm VNDA ... 5 11.52 +0.15 2.11 .34 .54 ...
29.97 10.32 RadiusHealth RDUS ... dd 15.50 +2.28 –4.88 ... –1.40 ... 6.41 0.95 ShilohIndustries SHLO ... dd 1.20 ... –.85 .50 .65 ... 5.30 0.69 TarenaIntl TEDU ... ... 3.56 +0.16 –1.64 ... ... ... 35.00 16.40 VarexImaging VREX ... 75 23.80 –0.68 .40 1.31 1.62 ...
23.45 5.81 RadNet RDNT ... 43 12.56 +1.01 .29 –.68 .48 ... 68.39 22.01 ShockwaveMed SWAV ... dd 38.22 +1.29 –2.14 –2.00 –1.27 ... 6.73 3.00 TatTechnologies TATT ... 42 3.83 +0.36 .10 –.05 ... ... 93.24 48.95 VaronisSystems VRNS ... dd 63.46 +0.84 –.98 –1.07 –.29 ...
26.98 16.02 Radware RDWR ... 47 21.70 +0.07 .48 .85 .93 ... 40.00 12.56 ShoeCarnival SCVL 1.5 8 22.44 –0.20 2.92 ... ... .085 151.47 80.20 TechData TECD ... 14 140.59 +2.89 10.27 ... 13.06 ... 1.63 0.90 VascularBiogenics VBLT ... dd 1.36 –0.01 –.54 –.65 –.62 ...
7.22 2.05 RamacoRscs METC ... 5 2.86 –0.01 .61 ... ... ... 17.90 7.63 ShoreBancshares SHBI 5.0 7 8.80 –1.43 1.27 ... .60 .12 30.00 15.32 TechTarget TTGT ... 37 22.08 +0.45 .60 .96 1.19 ... 19.21 7.42 VeecoInstr VECO ... dd 10.15 +0.35 –1.66 .71 .89 ...
16.98 9.01 Rambus RMBS ... dd 12.36 –0.02 –.81 .92 .98 ... 9.71 1.00 Sientra SIEN ... dd 1.78 –0.20 –2.63 ... ... ... 10.19 6.15 Ericsson ERIC .6 cc 8.72 +0.60 ... .45 .56 .0777 11.85 2.06 VenusConcept VERO ... dd 4.10 +0.09 –4.77 ... ... ...
no
18.34 7.92 RandolphBancorp RNDB ... 14 8.81 –0.49 .64 –.71 –.35 ... 30.15 13.05 SierraBancorp BSRR 4.7 7 16.92 –1.70 2.33 1.74 1.73 .20 11.67 3.71 TeleNav TNAV ... dd 5.04 +0.05 –.71 ... –.19 ... 12.75 3.12 VeraBradley VRA ... 10 4.63 –0.66 .47 .80 1.00 ...
66.01 31.34 Rapid7 RPD ... dd 44.92 +3.68 –1.10 ... .37 ... 65.66 8.55 SierraOncology SRRA ... dd 11.07 +1.72 –30.30 –8.94 –6.13 ... 1.09 0.19 Teligent TLGT ... dd .30 +0.03 –.47 –.49 –.24 ... 31.18 13.90 Veracyte VCYT ... dd 23.19 +0.74 –.27 –.68 –.38 ...
20.24 2.90 RattlerMidstrm RTLR 21.1 6 5.50 +0.90 ... 1.14 1.20 .29 14.55 4.31 SierraWireless SWIR ... dd 8.29 +1.66 –1.95 –.31 .19 ... 108.36 45.11 10xGenomics TXG ... dd 71.16 +5.24 ... –.68 –.29 ... 3.49 0.83 Verastem VSTM ... dd 3.18 +0.18 –2.00 ... ... ...
39.97 16.01 RavenIndustries RAVN 2.4 22 21.30 –0.59 .97 .38 .70 .13 148.64 68.98 SignatureBank SBNY 2.5 8 88.79 –1.44 10.87 9.40 10.58 .56 36.26 16.28 Tenable TENB ... dd 23.61 +1.33 –1.03 –.40 –.21 ... 62.84 32.44 VerintSystems VRNT ... cc 43.16 +1.53 .43 ... ... ...
2.70 0.32 RealNetworks RNWK ... dd .80 +0.07 –.53 –.57 –.23 ... 33.96 24.65 SilganHoldings SLGN 1.5 19 33.04 +1.50 1.74 2.38 2.48 .12 81.57 40.92 Teradyne TER .6 24 63.83 +2.68 2.60 2.93 3.61 .10 221.78 148.77 VeriSign VRSN ... 41 209.93 +13.86 5.15 5.21 5.99 ...
65.92 36.91 RealPage RP ... cc 60.66 +4.51 .60 1.97 2.26 ... 39.70 20.93 Silicom SILC ... 22 29.84 +0.41 1.36 1.20 2.29 ... 21.58 11.40 TerraFormPower TERP 4.6 dd 17.51 +0.54 –.70 .11 .10 .2014 171.73 116.61 VeriskAnalytics VRSK .7 57 153.79 +5.53 2.70 4.85 5.36 .27
30.05 5.00 RealReal REAL ... dd 10.15 +2.00 –2.11 ... –.96 ... 122.90 65.09 SiliconLab SLAB ... cc 91.50 +2.53 .43 2.81 3.52 ... 32.45 20.25 TerritBanc TBNK 3.6 11 25.40 –2.06 2.34 1.74 1.81 .23 29.41 10.02 Veritex VBTX 4.9 8 13.87 –1.99 1.68 1.77 1.95 .17
257.96 70.00 ReataPharm RETA ... dd 149.33 +8.14 ... –8.76 –9.24 ... 53.04 26.72 SiliconMotion SIMO 3.1 24 43.47 +2.06 ... 3.13 3.56 .35 968.99 176.99 Tesla TSLA ... dd 753.89 +180.89 –4.92 3.61 13.11 ... 9.98 1.22 Veritone VERI ... dd 3.74 +0.78 –2.85 –.99 –.73 ...
59.00 29.90 RedRiverBcshs RRBI .7 9 33.00 –8.44 3.49 3.36 3.16 .06 51.50 20.84 SilkRoadMed SILK ... dd 37.59 +1.48 –2.28 –1.15 –.38 ... 20.00 4.23 TesscoTech TESS 1.4 dd 5.63 –0.09 .65 –.92 –.02 .02 12.89 2.01 VeronaPharma VRNA ... dd 4.28 +0.41 –3.09 –2.68 –3.04 ...
37.29 4.04 RedRobin RRGB ... dd 11.73 –0.08 –.61 –2.97 –.52 ... 15.45 6.21 SilvercrestAsset SAMG 6.9 9 9.22 –0.23 .98 1.40 1.69 .16 99.34 62.44 TetraTech TTEK .7 27 80.10 +0.92 2.84 3.33 3.59 .15 18.67 6.79 VerricaPharm VRCA ... dd 11.02 +0.36 –1.13 –2.97 –2.11 ...
28.56 2.76 RedRockResorts RRR 4.0 dd 9.97 –0.99 –.05 .22 .57 .10 27.29 14.56 SimmonsFirstNat SFNC 3.8 7 17.91 –1.84 2.41 1.91 1.99 .17 22.80 0.56 TetraphasePharm TTPH ... dd 1.27 +0.05 –22.85 –3.88 –1.75 ... 272.67 164.07 VertxPharm VRTX ... 60 270.46 +23.85 4.51 7.71 10.16 ...
32.77 9.63 Redfin RDFN ... dd 18.36 –0.16 –.88 –.83 –.51 ... 66.57 10.58 SinclairBroadcast SBGI 5.1 31 15.84 +0.39 ... 2.91 .71 .20 66.61 19.10 TexasCapBcshs TCBI ... 4 24.07 –5.20 6.21 3.24 3.58 ... 53.68 13.12 ViacomCBS A VIACA 5.3 3 18.12 –1.44 ... 4.10 4.96 .24
8.55 3.26 RedHillBio RDHL ... dd 6.33 +0.28 –1.40 –.88 .27 ... 16.49 5.06 SiriusIntlIns SG ... dd 7.92 ... –.37 .80 1.40 ... 135.70 93.09 TexasInstruments TXN 3.2 22 113.55 +5.86 5.24 4.43 5.22 .90 53.71 10.10 ViacomCBS B VIAC 6.1 3 15.80 –0.76 ... 4.07 4.89 .24
8.09 0.30 Reebonz RBZ ... ... .38 ... –42.92 –1.70 –1.24 ... 7.40 4.11 SiriusXM SIRI 1.0 26 5.29 +0.04 .20 .23 .26 .0133 72.49 25.15 TexasRoadhouse TXRH 3.1 19 46.49 –0.49 2.46 1.15 2.52 .36 97.31 25.10 ViaSat VSAT ... cc 41.07 –3.62 –1.13 .99 ... ...
70.26 31.80 RegencyCtrs REG 6.2 27 38.66 –5.46 1.43 1.44 1.52 .595 36.46 15.42 SiTime SITM ... ... 19.55 –1.48 –.63 –.04 .64 ... 13.73 3.36 TheBancorp TBBK ... 7 6.27 –0.64 .90 1.13 1.31 ... 16.35 8.08 ViaviSolutions VIAV ... 66 11.79 –0.15 .02 .71 .76 ...
572.50 271.37 RegenPharm REGN ... 31 568.79 +55.83 ... 26.97 30.55 ... 66.52 10.58 SkyWest SKYW 2.2 4 25.75 –2.63 6.62 6.43 5.96 .14 4.69 0.85 TherapeuticsMD TXMD ... dd .95 –0.07 –.72 –.66 –.24 ... 57.86 26.50 Vicor VICR ... cc 43.20 –1.37 ... .45 1.12 ...
37.36 18.22 Renasant RNST 3.8 8 23.23 –2.23 2.88 2.21 2.24 .22 128.48 66.29 Skyworks SWKS 1.8 20 95.40 +5.45 4.89 5.90 6.98 .44 31.54 15.18 TheravanceBio TBPH ... dd 26.66 +1.96 –4.25 –4.71 –3.71 ... 24.83 10.18 VictoryCapital VCTR 1.4 11 14.41 –0.62 ... 3.47 3.58 .05
31.51 9.90 RenewableEnergy REGI ... 3 22.46 –0.98 8.78 4.30 6.57 ... 61.00 15.27 SleepNumber SNBR ... 9 23.38 –3.19 2.70 3.10 3.29 ... 14.50 3.34 36Kr KRKR ... dd 3.97 +0.37 ... 2.36 3.21 ... 70.66 18.20 VielaBio VIE ... ... 38.01 +5.39 –7.02 ... ... ...
31.14 11.69 Rent-A-Center RCII 6.5 6 17.80 –0.96 3.10 2.15 2.64 .29 4.47 0.55 SmartSand SND ... 1 .72 –0.04 .78 –.10 –.35 ... 23.20 6.37 360Finance QFIN ... 3 7.74 +0.29 –2.84 18.74 25.30 ... 9.76 1.11 ViewRay VRAY ... dd 2.57 –0.08 –1.18 –.76 –.70 ...
109.94 54.54 Repligen RGEN ... cc 105.61 +6.66 .44 1.04 1.31 ... 21.10 3.64 SmileDirectClub SDC ... dd 4.65 +0.29 –1.14 –.60 –.28 ... 54.10 2.43 Tilray TLRY ... dd 6.50 –0.28 ... –1.37 –.90 ... 8.93 3.26 VikingTherap VKTX ... dd 5.62 +0.57 –.36 –.46 –.61 ...
19.66 8.58 Replimune REPL ... dd 12.78 +0.15 –1.33 –1.62 –1.86 ... 22.80 8.03 SoYoungIntl SY ... 61 10.77 +0.89 ... 2.74 6.84 ... 31.50 13.60 TimberlandBncp TSBK 4.8 6 16.50 –1.06 2.84 .90 1.02 .20 29.99 16.48 VillageSuper A VLGEA 4.5 19 22.37 –0.39 1.77 2.13 2.30 .25
52.68 27.47 RepublicBcpKYA RBCAA 3.7 7 31.24 –3.16 4.39 3.07 3.11 .286 21.19 5.41 Sohu.com SOHU ... dd 8.66 +1.89 ... –1.16 .21 ... 21.88 6.96 TitanMachinery TITN ... 14 8.98 –0.49 .63 .22 .71 ... 15.15 4.20 ViomiTech VIOT ... 11 5.78 +0.18 ... 3.21 5.12 ...
5.48 1.86 RepublicFirstBncp FRBK ... dd 2.01 –0.41 –.06 –.20 –.13 ... 21.00 5.00 SolGelTech SLGL ... dd 8.19 +1.07 –1.26 –1.44 –1.34 ... 26.07 1.92 TivityHealth TVTY ... dd 6.74 +0.24 –6.17 1.14 1.55 ... 34.93 4.98 ViperEnergyPtrs VNOM 25.0 9 7.20 –0.85 2.01 –.28 .64 .45
Nasdaq Issues
75.00 11.65 VirBiotech VIR ... ... 29.35 –0.15 –5.76 ... ... ... 54.96 25.86 WashTrBcp WASH 6.1 8 33.30 –5.52 3.96 3.15 3.25 .51 156.40 76.81 Wix.com WIX ... dd 126.24 +11.78 –1.71 1.04 1.62 ... 48.95 27.93 Yandex YNDX ... 62 36.62 +0.48 .61 87.12 135.78 ...
5.00 1.82 VircoMfg VIRC ... cc 2.49 –0.04 –.10 .10 .31 ... 19.48 12.29 WaterstoneFinl WSBF 3.8 9 12.79 –1.19 1.37 1.25 1.08 .12 129.06 46.51 Woodward WWD 1.9 14 57.61 –10.61 4.02 3.77 4.19 .28 6.87 3.66 YintechInvt YIN 1.7 dd 5.97 +0.46 ... 3.43 3.73 .20
26.57 14.94 VirtuFinancial VIRT 4.0 dd 23.76 –0.21 –.53 2.80 1.86 .24 28.99 11.91 Watford WTRE ... 8 14.57 –1.73 2.00 –1.02 4.16 ... 226.83 107.75 Workday WDAY ... dd 149.30 +3.89 –2.12 2.13 2.76 ... 49.85 32.29 YorkWater YORW 1.6 40 44.00 +0.94 1.11 1.21 1.25 .1802
141.79 55.37 VirtusInvtPtrs VRTS 3.3 8 80.68 –3.95 11.74 12.74 13.34 .67 18.29 9.52 WaysideTech WSTG 4.9 9 14.00 –0.05 1.51 1.44 1.60 .17 175.78 43.16 WorldAcceptance WRLD ... 12 58.11 –3.62 4.05 4.25 4.86 ... 18.20 2.75 Yunji YJ ... dd 3.04 –0.25 –1.32 .43 1.33 ...
55.87 19.48 Virtusa VRTU ... 33 31.41 –1.30 .38 2.40 2.46 ... 72.78 29.50 Weibo WB ... 17 36.69 +1.07 ... 2.33 2.79 ... 32.83 19.04 WrightMedical WMGI ... dd 28.98 +0.96 –.90 .26 .50 ... 9.01 2.06 ZAGG ZAGG ... 7 3.39 +0.07 .48 .47 .60 ...
105.99 38.69 Visteon VC ... 21 51.43 +0.27 2.48 .99 3.49 ... 24.04 6.82 Wendy's WEN 2.6 32 18.40 +1.43 .58 .45 .66 .12 153.41 35.84 WynnResorts WYNN 5.1 68 78.46 +7.81 1.15 .05 4.98 1.00 7.25 1.80 Ziopharm ZIOP ... dd 2.90 +0.23 –.70 –.35 –.36 ...
4.75 0.80 Vivus VVUS ... dd 1.37 –0.02 –2.96 –2.95 –3.01 ... 40.49 27.27 WernerEnterprises WERN .9 17 40.11 +1.24 2.38 1.90 2.30 .09 2.83 0.62 Zafgen ZFGN ... dd .81 +0.03 –1.22 –.81 ... ...
21.72
13.75
11.46
4.18
Vodafone
Vonage
VOD
VG
6.8
...
dd
dd
13.78
7.83
–0.44
–0.63
–3.36
–.08
.96
...
1.13 .4962
... ...
41.23
25.93
19.05
13.74
WesBanco
WestBancorp
WSBC
WTBA
5.6
5.3
8
9
22.92
15.95
–3.15
–2.79
2.83
1.74
2.30
1.80
2.38
1.90
.32
.21 XYZ 63.95
44.60
23.42
18.18
ZaiLab
ZealandPharma
ZLAB
ZEAL
...
...
dd
dd
63.47
33.34
+3.55
–0.09
–3.04
–2.54
–3.01
–2.17
–2.48 ...
–2.71 ...
28.79 6.26 VoyagerTherap VYGR ... dd 10.20 –0.11 –1.21 –2.89 –3.09 ... 69.08 46.94 WestamericaBncp WABC 2.7 21 61.00 –1.65 2.98 2.66 ... .41 260.40 150.06 ZebraTech ZBRA ... 20 202.98 +1.76 9.97 10.69 14.12 ...
72.00 27.40 WesternDigital WDC 4.7 dd 42.32 –2.73 –2.58 3.15 7.08 .50 28.85 11.58 XOMA XOMA ... dd 24.41 +4.46 –.23 –.80 –.45 ... 27.00 22.00 ZentalisPharm ZNTL ... ... 24.56 +0.25 ... ... ... ...
43.52 15.50 XP XP ... 54 26.82 +4.25 ... .40 .58 ...
W 10.10
3.39
4.45
0.70
WestNewEngBncp
WestportFuelSys
WNEB
WPRT
3.6
...
11
cc
5.58
.87
–0.62
+0.05
.51
...
.48
...
.51
.12
.05
... 26.40 6.76 XBiotech XBIT ... 1 13.67 +0.35 14.44 .19 .13 ...
66.96
66.68
18.65
20.04
Zillow A
Zillow C
ZG
Z
...
...
dd
dd
35.88
36.33
–4.19
–4.30
...
...
–1.09
–1.08
–.80 ...
–.79 ...
34.44 15.40 WeycoGroup WEYS 5.0 9 19.37 –0.46 2.10 1.43 1.53 .24 3.50 0.40 XcelBrands XELB ... dd .56 –0.05 –.18 ... .17 ... 52.48 23.58 ZionsBancorp ZION 4.7 7 29.08 –1.92 4.16 2.57 3.27 .34
.
39.98 6.61 WAVE LifeSci WVE ... dd 8.28 +0.45 –5.72 –3.65 –2.59 ... 40.57 17.92 Willdan WLDN ... 52 21.20 –0.59 .41 2.38 2.55 ... 72.14 46.58 XcelEnergy XEL 2.6 25 67.15 +0.88 2.64 2.77 2.96 .43 19.98 0.13 ZionsBancorpWt ZIONW ... ... .20 –0.40 ... ... ... ...
211.68 151.16 WD-40 WDFC 1.6 45 172.69 –2.72 4.02 4.21 ... .67 74.46 16.07 WillisLease WLFC ... 2 21.34 –3.41 10.50 1.10 1.40 ... 46.33 19.35 Xencor XNCR ... 67 29.40 –1.44 .46 –1.70 –1.38 ... 11.15 2.84 Zix ZIXI ... dd 6.35 +1.29 –.46 .54 .72 ...
46.05 17.84 WSFS Financial WSFS 2.1 8 23.33 –3.94 3.00 2.79 2.95 .12 220.97 143.34 WillisTowers WLTW 1.4 24 195.39 –0.63 8.02 11.88 12.93 .68 18.45 7.00 XenonPharms XENE ... dd 12.61 –0.25 –1.54 ... ... ... 57.22 16.65 Zogenix ZGNX ... dd 27.02 +3.10 –9.74 –3.95 –2.14 ...
ly
17.81 13.00 WVS Financial WVFC 2.9 8 13.57 –0.73 1.57 1.56 1.12 .10 6.00 4.70 WiMiHologram WIMI ... ... 5.29 +0.02 .23 ... ... ... 12.98 1.42 XerisPharm XERS ... dd 1.66 –0.30 –4.81 –3.04 –1.81 ... 164.94 59.94 ZoomVideo ZM ... cc 150.06 +25.55 ... .43 .59 ...
47.19 9.75 WW Intl WW ... 12 19.85 –0.42 1.72 2.03 2.32 ... 107.88 44.27 Wingstop WING .4 cc 107.14 +7.37 .73 .84 1.09 .11 141.60 67.68 Xilinx XLNX 1.7 26 89.00 +5.89 3.47 3.14 4.40 .37 6.43 1.08 Zovio ZVO ... dd 1.67 +0.12 –1.86 .42 .55 ...
11.09 0.21 Waitr WTRH ... dd 1.12 +0.13 –4.00 –.16 –.67 ... 215.00 115.00 Winmark WINA .6 20 155.89 +23.58 7.84 2.01 2.25 .25 25.48 9.01 Xperi XPER 5.5 dd 14.68 +0.06 –1.27 2.80 3.08 .20 89.54 35.00 Zscaler ZS ... dd 68.00 +5.41 –.23 ... ... ...
64.50 39.41 WalgreensBoots WBA 4.1 11 44.50 +0.52 4.31 5.57 5.96 .4575 78.25 22.02 WintrustFin WTFC 3.3 6 33.74 –6.12 6.03 3.46 4.40 .28 7.20 1.87 Xunlei XNET ... dd 3.56 +0.47 –.79 ... ... ... 35.68 13.13 Zumiez ZUMZ ... 8 21.64 –0.24 2.62 2.68 2.61 ...
6.24 1.36 WandaSports WSG ... ... 2.27 –0.22 ... ... ... ... 8.00 1.87 WisdomTreeInvs WETF 4.3 dd 2.78 –0.02 –.08 .14 .17 .03 36.29 14.16 Y-mAbsTherap YMAB ... dd 32.32 +3.15 –2.30 –2.11 –.99 ... 16.47 2.55 ZynerbaPharma ZYNE ... dd 4.01 +0.10 –1.50 –1.74 –1.57 ...
38.26 20.92 WashingtonFederal WAFD 3.6 9 24.71 –3.24 2.61 2.18 1.87 .22 22.27 4.30 WISeKey WKEY ... dd 4.30 –0.27 ... –2.10 –2.10 ... 8.34 1.29 YRC Worldwide YRCW ... dd 1.75 +0.13 –3.13 –3.33 –.94 ... 7.80 5.40 Zynga ZNGA ... cc 7.73 +0.82 .04 .25 .31 ...
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Exchange-Traded Portfolios
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Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
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InnovS&P500Feb BFEB ... 22.66 +0.46 ... iShiBdsDec2028Muni IBMQ 1.5 26.47 +0.08 .0322 ProShTrMgdFut FUT 1.1 40.17 +0.01 .0564 FTDorseyDALI1 DALI .6 16.82 +0.02 .0202 GlbXSuperDivdREIT SRET 16.9 6.89 –0.48 .065
InnovS&P500Jan BJAN ... 26.78 +0.67 ... iShiBdsDec25Muni IBMN 1.5 27.29 +0.06 .0325 RealityDIVDivDef DFND .7 32.67 +0.54 .0651 FT DJ IntlInt FDNI 3.1 25.04 +2.01 .3087 GlbX ThemGrwth GXTG .7 24.84 +1.09 .0845
InnovS&P500BuffJun BJUN ... 26.62 +0.50 ... iShiBdsDec24Muni IBMM 1.6 26.40 –0.04 .0322 RealityDIVCONLdrs LEAD 1.3 36.68 +0.99 .0795 FT MultAsstDiv MDIV 8.7 12.69 –0.25 .0843 GlbXVideoGames HERO .3 18.08 +1.18 .0278
ALPSCleanEnergy ACES 2.0 31.80 +0.51 .1529 InnovS&P500BuffMar BMAR ... 25.44 +0.51 ... iShiBdsDec27Mun IBMP 1.5 26.36 +0.16 .0316 RevWeightUSLC RVRS 2.4 13.24 –0.12 .3232 FT NasdTechDiv TDIV 2.6 38.76 +1.10 .2107 GlbXYieldCo&Renew YLCO 3.4 13.06 –0.09 .1101
InnovS&P500BuffN BNOV ... 24.70 +0.49 ... iShiBdsDec26Muni IBMO 1.3 26.15 +0.04 .0298 SPDRDoubleEMFixed EMTL 4.3 46.04 +0.76 .1527 FT EM Alphadex FEM 4.7 19.14 +0.21 .0308 .04
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ALPS DisrupTech DTEC .5 29.05 +0.90 .1375 HighlandSrLoan SNLN 4.8 15.88 –0.14
ARK AutoTech ARKQ ... 37.41 +2.41 ... InnovS&P500JSep BSEP ... 24.10 +0.50 ... iShiBdsDec23Muni IBML 1.6 25.77 –0.05 .0355 SPDRDoubleShDurTR STOT 2.5 48.69 –0.16 .0844 FT EM EquitySel RNEM 3.5 39.36 +0.17 .0296 IQChaikinUSLC CLRG 2.7 21.42 +0.47 .1493
ARKGenomicRev ARKG .0 37.41 +4.11 1.0539 InnovS&P500Pwr PJUL ... 25.67 +0.44 ... iShBds2025TermHY IBHE 6.8 23.13 –0.50 .1195 SabaClosedEndFds CEFS 10.2 16.50 –0.39 .14 FT EM LocalCurr FEMB 6.3 32.70 +0.46 .155 IQ Chaikin US SC CSML 1.4 18.25 –0.56 .0182
ARK Israel Innov IZRL 2.3 20.29 +0.86 .4753 InnovS&P500PwrF PFEB ... 23.00 +0.26 ... iShiBds2024TermHY IBHD 6.6 22.88 –0.46 .1206 SaltHitruBetaUS SLT ... 20.69 –0.20 ... FT EM SC Alpha FEMS 7.0 27.29 +0.70 .1845 InvscActMgdETC PDBC 1.9 11.97 –0.13 .2319
AffinityWorldLdr WLDR 3.1 18.45 –0.31 .0673 InnovS&P500PwrN PNOV ... 24.87 +0.35 ... iShBds2021TermHY IBHA 5.2 23.42 –0.34 .0795 SaltLowUSMkt LSLT 2.3 25.55 +0.27 .1591 FT EnhShtMat FTSM 2.2 59.50 +0.12 .094 InvscBldrSEM50ADR ADRE 2.1 36.00 +1.34 .016
AlphaIntQuMom IMOM 2.0 22.19 +0.19 .1183 InnovS&P500PwrA PAPR ... 25.08 +0.25 ... iShBds2023TermHY IBHC 6.7 22.68 –0.63 .1135 SourceDivOpp DVOP 4.4 18.15 –0.50 .20 FT EuropeAlpha FEP 3.8 27.08 –0.85 .0934 InvscBull2020CpBd BSCK 2.5 21.31 +0.14 .0426
AlphaIntQuVal IVAL 4.0 21.55 –0.52 .1505 InnovS&P500Aug PAUG ... 24.51 +0.29 ... iShBds2022TermHY IBHB 6.0 22.92 –0.61 .107 StrategyResRobust ROMO .7 21.67 +0.29 .1519 FTEurozoneAlpha FEUZ 2.7 29.62 –0.85 .1528 InvscBull2028CpBd BSCS 3.2 21.82 +0.16 .0536
AlphaUSQuMom QMOM .6 29.24 +1.22 .0444 InnovS&P500PwrD PDEC ... 25.29 +0.41 ... iShInflHdgCpBd LQDI 3.3 25.37 –0.25 .0567 3DPrintingETF PRNT .1 18.42 +0.45 .015 FT GerAlpha FGM 3.0 33.97 –0.26 .0631 InvscBull2025CpBd BSCP 3.1 21.62 +0.12 .0525
AlphaUSQuVal QVAL 3.0 19.73 –0.30 .0719 InnovS&P500Jan PJAN ... 26.70 +0.52 ... iShIntlAggregateBd IAGG 2.5 55.16 +0.34 .1259 TortoiseDigPay TPAY .1 26.98 –0.08 .527 FT GlTactCommod FTGC 1.0 14.67 –0.14 .1538 InvsBull25HYCpBd BSJP 6.1 22.43 –0.22 .1071
AlphaArchValMom VMOT 2.1 20.63 –0.25 .3566 InnovS&P500PwrJun PJUN ... 26.40 +0.26 ... iShIntlDivGrowth IGRO 3.4 47.41 +0.11 .3714 TortoiseWaterFd TBLU 2.5 29.09 +0.01 .1187 FTHdgBuyWriteIncm FTLB 3.4 19.52 –0.37 .055 InvscBull2024CpBd BSCO 2.9 21.54 +0.03 .0502
AlphaCloneAltAlpha ALFA .2 50.39 +1.66 .0919 InnovS&P500PwrBuff PMAR ... 25.56 +0.24 ... iShLiquidityIncm ICSH 2.4 50.25 +0.11 .0886 TrimTabsAllCapIntl TTAI ... 22.19 +0.40 ... FT IPOXEurEq FPXE 2.3 19.37 +0.17 .0485 InvsBull24HYCpBd BSJO 5.5 23.12 –0.57 .0972
er s
AmCentFocDyn FDG ... 45.26 +2.71 ... InnovS&P500PwrO POCT ... 23.91 +0.31 ... iShMSCIArgentina AGT 2.0 15.34 +0.38 .0818 TrimTabsACUSFree TTAC ... 34.18 +1.22 ... FT GlblAgri FTAG 2.9 16.90 –0.59 .0139 InvsBull20HYCpBd BSJK 3.8 23.34 –0.06 .0635
AmCentFocLCV FLV ... 44.17 +0.31 ... InnovS&P500Sep PSEP ... 24.57 +0.39 ... iShMSCIChileCapped ECH 3.5 23.88 –0.26 .7503 VanEckAMTFrIntMuni ITM 2.2 49.69 +0.06 .0955 FT GlbNatRscs FTRI 7.5 8.81 –0.23 .0846 InvscBull2021CpBd BSCL 2.6 21.34 +0.13 .0458
AmCustSatisfCore ACSI 1.9 30.87 +0.71 .583 InnovS&P500UltA UAPR ... 23.65 +0.05 ... iShMSCIChinaAETF CNYA 1.3 28.66 +0.14 .1139 VanEckAMTFrLgMun MLN 2.8 20.40 +0.02 .0472 FTIndiaNifty50EW NFTY 1.3 24.93 +0.63 .0928 InvsBull21HYCpBd BSJL 5.2 22.77 –0.32 .091
AnfieldCapDiv DALT 5.8 7.62 –0.02 .0392 InnovS&P500UltAug UAUG ... 24.84 +0.33 ... iShMSCIDenmarkCap EDEN 2.5 63.94 +1.75 1.5191 VanEckAMTFrShMuni SMB 1.6 17.65 ... .0244 FTIndxxInnTran LEGR 2.3 26.80 +0.35 .0289 InvscBull2027CpBd BSCR 3.2 20.86 +0.22 .0502
AnfieldUSEquity AESR .4 9.20 +0.33 .0333 InnovS&P500UltDec UDEC ... 25.72 +0.31 ... iShMSCIEmgMulti EMGF 3.3 36.67 +0.55 .4494 VanEckCEFMuni XMPT 4.4 25.39 +0.01 .086 FTIndxxNextG NXTG .9 50.52 +1.19 .0504 InvscBull2026CpBd BSCQ 3.0 20.68 +0.18 .0501
AnfieldUnivFx AFIF 2.1
AptusColIncmOpp ACIO 2.4
9.80
23.98
–0.06
+0.47
.0049
.1014
InnovS&P500UltFeb UFEB ...
InnovS&P500UltJan UJAN ...
InnovS&P500UltrJul UJUL ...
m er
23.65
26.75
24.28
+0.30
+0.33
+0.31
...
...
...
iShMSCIEurozone EZU 3.8
iShMSCIFinlandCap EFNL 7.1
iShMSCIGermanySC EWGS 3.5
31.71
30.79
48.11
–0.34
–0.31
+0.64
.1697
.6572
1.0679
VanEckHYMuni HYD 4.8
VanEckMornDur DURA 3.1
VanEckMornGlb GOAT ...
54.74
25.66
27.34
–2.26
...
+0.71
.241
.2004
...
FTIntlEquOpps
FT JapanAlpha
FPXI .7
FJP 3.4
FT LC CoreAlpha FEX 1.8
39.97
41.57
52.80
+2.21
+0.49
+0.49
.065
.8119
.2232
InvsBull26HYCpBd BSJQ 5.8
InvscBull2023CpBd BSCN 2.9
23.45
21.49
–0.69
–0.01
.1103
.0486
AptusDefRisk DRSK 1.7 29.48 +0.69 .0712 InvsBull23HYCpBd BSJN 5.9 23.55 –0.09 .1089
AptusDrawMgd ADME 1.7 30.16 +0.77 .0488 InnovS&P500UltJun UJUN ... 25.35 +0.28 ... iShMSCIGlbMet&MnPr PICK 7.9 20.80 –0.05 .0482 VanEckMornIntlMoat MOTI 4.9 25.63 –0.33 1.25 FT LC GrwthAlpha FTC .9 67.46 +3.28 .2689 InvscBull2022CpBd BSCM 2.8 21.58 ... .0471
ArrowResCapMgmt ARCM 2.2 100.30 +0.80 .1147 InnovS&P500Ultra UMAR ... 25.75 +0.32 ... iShMSCIGlSilverMin SLVP 2.4 9.53 +0.43 .1901 VanEckMornWideMoat MOAT 1.5 48.17 +0.89 .7167 FT LC US Equity RNLC 2.2 20.85 +0.31 .1323 InvsBull22HYCpBd BSJM 5.4 22.60 –0.06 .0929
S&PVEQTOR VQT ... 172.25 –0.22 ... InnovS&P500UltN UNOV ... 25.23 +0.31 ... iShMSCIEAFEGrowth EFG 1.9 75.67 +1.44 .9686 VanEckMuni MAAX 3.2 23.07 ... .0614 FT LC Value FTA 2.8 40.28 –1.11 .2146 InvscBS2028MuniBd BSMS 1.9 24.90 +0.26 .0395
BarclaysETN+Select ATMP 13.1 9.95 +0.75 .3264 InnovS&P500UltO UOCT ... 24.15 +0.34 ... iShMSCIIndiaETF INDA 1.3 25.93 +0.47 .0326 VanEckRussia RSX 7.7 18.38 –0.40 1.4162 FT LatAmAlpha FLN 3.4 13.02 –0.27 .0847 InvscBS2025MuniBd BSMP 1.4 25.20 +0.11 .0305
InnovS&P500UltSep USEP ... 24.55 +0.27 ... iShMSCIIndiaSC SMIN 2.5 25.28 +1.31 .4153 VanEckRussiaSC RSXJ ... 25.90 –0.56 ... FT LowDurOpp LMBS 2.5 51.50 +0.08 .10 InvscBS2024MuniBd BSMO 1.3 24.89 +0.07 .0285
BarcRetDisability RODI ... 72.32 +6.33 ... InnovS&PHiQualPfd EPRF 5.3 23.32 +0.28 .10 VanEckShHYMuni SHYD 3.6 22.37 –0.48 .0661
m rp
BarclaysWILETN WIL ... 64.94 +2.11 ... iShMSCINorwayCap ENOR 4.6 17.08 –0.07 .1321 FT LowDurStrat LDSF 2.9 20.09 +0.09 .0424 InvscBS2024USDEM BSDE 4.6 24.20 –0.05 .0859
InvscBalMulti PSMB 3.9 12.44 +0.11 .0576 iShMSCI UK SC EWUS 3.9 29.80 –0.91 .6026 VanEckVietnam VNM 1.0 12.25 +0.28 .1051 FT MgdMuni FMB 2.5 53.92 +0.15 .105 InvscBull2029CpBd BSCT 3.0 20.34 +0.16 .0424
CBOES&P500DivAr KNG 4.7 38.51 +0.29 .3941 InvscConsrvMulti PSMC 5.4 12.09 +0.05 .0663 iShMSCIEAFEValue EFV 6.3 36.67 –0.40 1.3773 VangdESGIntlStk VSGX 2.8 43.45 +0.50 .056 FT MegaCap FMK 1.7 33.58 +1.36 .1219
CambriaEmSharehldr EYLD 5.6 24.36 +0.45 .4343 InvscBS2029MuniBd BSMT 1.9 24.74 +0.51 .0409
InvscGrwMultAll PSMG 2.8 12.74 +0.12 .0445 iShMornMultiAsst IYLD 6.3 20.94 –0.27 .2199 VangdESGUSStk ESGV 1.5 50.89 +1.59 .1433 FT MC CoreAlpha FNX 1.8 52.53 –0.90 .0965 InvscBS2021MuniBd BSML 1.1 25.10 +0.08 .0237
CambriaFgnShare FYLD 6.0 16.57 –0.33 .2665 InvscModConserv PSMM 3.4 12.56 +0.07 .0862 iShNorthAmNatRscs IGE 4.5 19.18 +0.04 .1956 VangdUSLiquid VFLQ 1.8 67.68 –0.99 .2795 FT MC GrwthAlpha FNY .3 40.55 +1.05 .0039
CambriaGlbAssetAll GAA 3.6 23.80 +0.05 .148 InvscBS2021USDEM BSAE 3.8 25.02 +0.14 .0838
InvscPureDevxNA PBDM 3.9 20.33 +0.20 .1899 iShRussell2500 SMMD 2.0 36.37 –0.33 .1689 VangdUSMinVol VFMV 2.7 77.72 +1.05 .3098 FT MC US Equity RNMC 2.4 17.01 –0.38 .0506 InvscBS27HYCpBd BSJR 5.2 23.08 –0.45 .0994
CambriaGlbMomentum GMOM 2.4 22.97 +0.18 .0204 InvscPureFTSEEM PBEE 4.0 20.34 +0.60 .1258 iShIntlPfdStock IPFF 5.8 11.38 –0.10 .0639 VangdUSMom VFMO 1.3 74.94 +1.70 .1332 FT MC ValAlpha FNK 3.0 22.80 –1.31 .0665
CambriaGlbValue GVAL 4.4 16.08 –0.21 .0421 InvscBS2027MuniBd BSMR 1.8 24.49 +0.23 .0373
InvscPureMSCIUSA PBUS 1.9 28.63 +0.76 .1538 iShShortMaturityBd NEAR 2.6 49.09 +0.10 .0926 VangdUSMultifact VFMF 2.1 60.71 –1.51 .3131 FT MCGrAlpDX FAD .7 67.07 +2.19 .137 InvscBS2026MuniBd BSMQ 1.8 24.74 +0.05 .0374
CambriaMarijuana TOKE 6.4 10.71 +0.22 .1809
InvscPrMSCIUSASC PBSM 2.0 21.17 –0.33 .1164 iShShrtMatMuniBd MEAR 1.5 49.83 +0.01 .0715 VangdUSQual VFQY 1.7 68.90 –0.27 .2271 FT MuCValAlpha FAB 2.7 38.89 –1.72 .1363 InvscBS2023MuniBd BSMN 1.2 25.00 +0.05 .0247
CambriaShareholder SYLD 3.1 27.53 –0.69 .1982 InvscPureUSAggBd PBND 2.6 26.80 +0.14 .0577 iShCohen&StrsREIT ICF 2.9 100.59 –3.26 .63 VangdUSValue VFVA 3.2 51.13 –1.85 .3655 FTMuniCEFIncmOpp MCEF 3.2 18.06 –0.06 .05
CambriaSovHiYdBd SOVB 4.1 23.23 +0.73 .0199 WisdTrYdEnhUSST SHAG 2.7 51.16 +0.19 .1025 InvscBS2023USDEM BSCE 4.4 24.81 +0.16 .0911
InvscPure0-5YTIPS PBTP 2.1 25.01 –0.09 .001 iShUS Div&Buyback DIVB 2.5 25.33 +0.15 .1729 FTMuniHiIncm FMHI 3.6 48.67 –0.13 .14 InvscBS2022MuniBd BSMM 1.3 24.95 +0.02 .0267
CambriaTailRiskETF TAIL 1.1 22.99 +0.11 .0477 InvscRuss1000Dyn OMFL 1.9 28.95 +0.88 .1044 iShUSInfr IFRA 2.5 21.65 –0.54 .1484 WisdomDynCurrIntl DDWM 4.1 23.79 –0.11 .0617 FT NasdComBk QABA 3.4 32.55 –3.46 .2661
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CambriaTrinity TRTY 2.9 21.29 +0.20 .0869 WisdomDynCurrIntSC DDLS 5.3 24.02 –0.30 .0708 InvscBS2022USDEM BSBE 4.2 25.08 +0.24 .0916
InvscRs1000EnhEW USEQ 2.6 23.08 +0.55 .1745 iShUSTreasuryBdETF GOVT 1.8 28.09 +0.15 .0374 FT NasdCleanEdge QCLN 1.0 23.09 +1.15 .0538 InvscBuyBackAch PKW 2.0 52.87 –0.26 .291
CambriaValue VAMO 1.3 15.43 –1.29 .0186 InvscRuss2000Dyn OMFS 1.9 20.35 –0.60 .0971 JPMBetaCanada BBCA 3.1 20.39 +0.29 .1151 WisdTrDynLSUS DYLS ... 20.95 –0.22 ... FT NasdClEdSmGr GRID 1.4 45.97 +0.32 .0616
DeutX EM Bd EMIH 5.2 19.52 –0.20 .0634 WT EM ESG Fd RESE 4.5 25.16 +0.67 .0347 InvscDWABasicMatl PYZ 2.2 44.66 –2.07 .1932
InvscS&P500MinVar SPMV 1.8 28.56 +1.35 .1689 JPMBetaDevAsia BBAX 5.0 20.21 +0.17 .2132 FT NasdCybersec CIBR 1.6 28.49 +1.54 .399 InvscDWAConsCyc PEZ .3 40.44 +2.02 .1008
DeutXHYCorpBdInt HYIH 6.5 19.34 –0.13 .0903 InvscS&PIntlDev IDHD 8.2 21.34 –0.41 .2224 JPMBetaEurope BBEU 4.4 19.81 –0.14 .1723 WisdTrEurMultFd EUMF 3.3 24.40 –0.10 .0089 FT NasdGlblAuto CARZ 3.9 26.78 +1.05 .3022
DeutXInvGradeBdInt IGIH 3.6 21.83 –0.06 .0593 InvscS&PSCHiDiv XSHD 8.2 14.88 –0.49 .1174 JPMBetaIntl BBIN .6 41.69 +0.17 .0738 WisdomTreeCpBdFd WFIG 2.9 53.43 +0.21 .12 FT Nasd100xTech QQXT .4 55.75 +3.18 .0526 InvscDWACnsStpls PSL .8 61.58 +2.89 .1555
EsotericaNextG WUGI ... 28.80 +2.18 ... InvscDWADevMkt PIZ 1.9 24.45 +0.82 .0449
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InvscS&PSCQuality XSHQ 1.7 22.45 –0.39 .1284 JPMBetaJapan BBJP 2.7 20.97 +0.15 .5657 WisdomTreeUSHYCpBd WFHY 5.6 48.20 +1.26 .2125 FT Nasd100Tech QTEC .8 94.62 +5.19 .1773 InvscDWAEMMom PIE 2.4 15.52 +0.55 .0051
EventShUSPolicy PLCY ... 20.85 +0.53 ... iPathInvrUS TAPR ... 66.41 –16.45 ... JPMBetaUSREIT BBRE 2.7 68.81 –3.31 .3558 WisdTrUSSTCpBd SFIG 2.4 51.15 +0.29 .095 FT NasdArtlIntel ROBT .5 29.71 +1.23 .0173
FTCboeUSBuffAug FAUG ... 29.05 +0.54 ... iPathS&P500DynVIX XVZ ... 36.81 +0.13 ... JPM Beta1-5Y BBSA 2.4 26.10 +0.02 .0478 WisdTrUSSTHY SFHY 5.8 45.89 +0.53 .20 FTNasdaqBk FTXO 4.4 16.51 –1.54 .1181 InvscDWAEnerMom PXI 6.3 12.49 –0.14 .0939
FTCboeUSBuffFeb FFEB ... 27.77 +0.47 ... iPathS&PMLPETN IMLP 14.6 7.78 +0.52 .2843 JPMBetaUSEquity BBUS 1.9 51.71 +1.53 .1804 WisdTrIntlESGFd RESD 2.2 22.32 ... .1566 FT NasdFood&Bev FTXG 1.5 18.90 +0.29 .0464 InvscDWAFinMom PFI 2.0 31.89 –0.05 .3048
FTCboeUSBuffNov FNOV ... 29.06 +0.55 ... iPathBS&P500VIXMid VXZ ... 32.52 +0.20 ... JPMCorePlusBd JCPB 2.6 54.74 +0.06 .0898 WisdTrIntlQualDiv IQDG 2.5 27.68 +0.51 .1179 FT NasdOil&Gas FTXN 3.4 9.58 +0.04 .0177 InvscDWAHlthcrMom PTH ... 97.89 +8.84 ...
FTCboeUSDeepAug DAUG ... 29.46 +0.51 ... iPathS&P500VIX VXX ... 39.05 –2.52 ... JPMorganDisciplHY JPHY 5.4 47.61 +1.42 .2199 WisdTrJpnMultFd JNMF 3.8 22.35 –0.08 .1878 FT NasdPharm FTXH .9 21.82 +0.97 .0591 InvscDWAIndlsMom PRN .5 60.26 +0.66 .0542
FTCboeUSDeepFeb DFEB ... 28.80 +0.28 ... iPathUSTrea10yBr BTYS ... 40.16 –1.00 ... JPMGlblBdOpps JPGB 4.9 47.93 +0.35 .1572 WisdTrUSMulti USMF 2.1 27.12 +0.46 .2027 FT NasdRetail FTXD 1.4 20.62 +0.70 .046 InvscDWAMom PDP .4 60.05 +2.89 .0709
FTCboeUSDeepNov DNOV ... 29.67 +0.29 ... iPath5-YearBear DFVS ... 13.32 –0.42 ... JPM Municipal JMUB 2.3 53.01 +0.29 .1017 XtrkrsEurozone EURZ 3.4 17.78 –0.17 .1128 FT NasdSemicon FTXL 1.0 36.94 +1.84 .0589 InvscDWASCMom DWAS .3 44.03 +1.30 .0409
FidelityLowDurBd FLDR 2.8 49.95 +0.36 .091 iPathUSTrea5YrBull DFVL ... 71.37 –12.52 ... JPM UltShtIncm JPST 2.5 50.15 +0.21 .085 FT NasdaqTrans FTXR 1.9 16.17 –0.14 .034 InvscDWATechMom PTF ... 75.76 +6.98 ...
FidelityStkInfl FCPI 2.3 21.46 +0.32 .129 InvscDWAUtilMom PUI 2.4 31.78 –0.05 .1546
FidelityTargEM FDEM 3.9
FidelityTargIntl FDEV 4.0
20.48
22.43
+0.15
+0.09
.105
.146
iPathFlattener FLAT ...
iPath2yearBear DTUS ...
65.91
22.28
–4.62
+4.20
...
...
JPMUltShMuni JMST 1.6
LHAMktStUSTact MSUS ...
50.55
22.35
+0.09
+0.12
.0806
... NASDAQ FT Nasd100 EW QQEW .6
FT RBA AmerInd AIRR .3
70.11
20.76
+3.93
–0.91
.096
.0495 InvscDivAchvrs PFM 2.4
InvscIntLowBeta IDLB 5.1
27.30
22.95
+0.54
+0.15
.1646
.1563
iShAdCurrHdgMSCI DEFA 3.9 23.83 +0.07 .6022 LeggMasonEMLowVol LVHE .0 20.85 –0.34 .1492 FTRisingDivAch RDVY 2.0 28.08 +0.19 .1075
FTLuntUSFactor FCTR 1.2 19.56 +0.53 .0373 iShIntmGovt/CredBd GVI 2.2 116.40 +0.24 .1989 LeggMasonIntLowVol LVHI 5.9 21.13 –0.21 .0847 AdvShDWAlphaEW DWEQ ... 18.47 –0.02 ... FT RiverFrDynAP RFAP 3.3 43.66 +0.35 .6879 InvscFTSEUS1500SM PRFZ 2.1 94.86 –2.06 .4004
FlexShCredScUSLg LKOR 3.5 59.89 –0.44 .1708 iShBrdUSDHYCpBd USHY 6.2 37.47 –0.38 .1941 MainSectorRot SECT 1.5 25.64 +0.50 .2079 AdvShDW FSM AC DWAW ... 24.80 +1.50 ... FT RiverFrDynDev RFDI 3.5 47.88 +0.16 .1537 InvscGlblWater PIO 1.4 26.11 +0.05 .0085
FlexMrnUSMktFtrTlt TILT 2.0 102.76 +1.27 .4543 iShConvBond ICVT 2.0 59.44 +2.72 .0788 MotleyFool100 TMFC .5 24.68 +1.33 .1256 AdvShDW FSM US DWUS ... 24.36 +1.50 ... FT RiverFrDynEM RFEM 4.8 51.08 +1.28 1.3439 InvscGoldenDragon PGJ .4 40.55 +2.20 .0852
FlexSTOXXGlbESGImp ESGG 2.1 94.67 +2.39 .3816 iShCoreMSCIEAFE IEFA 4.0 51.99 +0.16 1.1966 MotleyFoolSCGrw MFMS .0 23.20 +0.56 .3406 AdvShDorseyMc DWMC .1 17.11 –0.01 .0178 FT RiverFrDynEur RFEU 3.9 49.64 +0.43 .194 InvscHYEquDivAch PEY 5.4 14.07 –0.21 .0651
FlexSTOXXUSESGImp ESG 1.8 69.29 +2.26 .307 iShCurrHdgMSCIEAFE HEFA 3.8 25.36 +0.15 .6163 NuvESGEMEquity NUEM 2.4 22.32 +0.49 .5415 AdvShDorseyShrt DWSH ... 29.89 +1.25 ... FT S&PIntDivArist FID 5.2 13.46 –0.14 .056 InvscIntlBuyBkAch IPKW 3.9 24.96 +0.05 .2455
FlexShUSQualLC QLC 2.3 31.94 +0.80 .141 iShCurrHdgMSCIEM HEEM 3.5 22.77 +0.69 .5655 NuvESGIntlDev NUDM 4.2 22.08 +0.13 .9217 AdvShViceETF ACT 2.9 21.05 +0.52 .6203 FT SMID CapRising SDVY 2.6 15.23 –0.56 .0753 InvscIntlDivAch PID 6.0 12.06 –0.11 .0806
FormulaHdgGrwth FFHG .9 22.30 –0.17 .0423 iShIntlSelDividend IDV 9.5 23.02 –0.45 .799 NuvESG LC NULC .8 26.50 +0.67 .2139 AlphaMarkActiveMgd SMCP .8 18.32 +0.90 .1539 FT SSI Strat FCVT 1.7 30.85 +1.21 .04 InvscKBWBank KBWB 4.2 35.96 –2.69 .3667
FormulaFolIncm FFTI 3.4 23.49 –0.09 .0226 iShTransportAvg IYT 1.9 147.28 –0.15 .8387 NuvESGLCGrowth NULG .5 39.56 +1.71 .2615 AmplifyOnlineRet IBUY .3 50.19 +4.05 .1494 FT SrLoanFd FTSL 4.6 44.62 +0.19 .154 InvscKBWHiDvYdFn KBWD 15.8 12.20 –0.44 .1654
FormulaFolSmartGrw FFSG 2.5 23.01 +0.09 .2057 iShU.S.Industrials IYJ 1.6 133.68 +0.03 .5433 NuvESGLCValue NULV 1.8 26.79 +0.04 .4814 ArrowCntryRotat DWCR 2.7 19.67 ... .2633 FT SC CoreAlpha FYX 1.5 43.87 –1.50 .3025 InvscKBWPrEquREIT KBWY 11.8 16.99 –1.36 .1958
n-
FormulaFolTactGrw FFTG 1.5 24.17 +0.17 .0497 iShUSAerospace&Def ITA 2.3 157.57 +2.08 .7873 NuvESGMCGrowth NUMG .3 32.64 +0.91 .0961 ArrowInvDWATact DWAT 2.0 9.60 +0.36 .1423 FT SC GrwthAlpha FYC .5 35.14 +0.16 .1431 InvscKBWP&CIns KBWP 2.6 55.83 –1.64 .432
FrankDisrComm BUYZ ... 24.74 +2.10 ... iShUSHomeConstrn ITB .7 32.17 –1.32 .0772 NuvESGMCValue NUMV 3.3 21.88 –0.62 .7238 ClearBr AC Grw CACG .7 32.29 +1.32 .2581 FT SC US Equity RNSC 2.2 15.61 –0.55 .0077 InvscKBWRegBkg KBWR 4.3 32.67 –3.59 .3375
FrankGenAdv HELX ... 25.65 +1.58 ... iShUSOil&GasExpln IEO 4.0 27.12 –0.07 .2996 NuvESGSC NUSC 1.2 23.27 –0.20 .2813 ClearBrDivStrat YLDE 1.9 28.72 +0.21 .1368 FT SC Value FYT 2.1 23.50 –1.63 .0294 InvscNasdInt PNQI ... 142.42 +10.23 ...
FrankIntMach IQM ... 23.46 +1.80 ... iShUSTelecomm IYZ 2.8 27.28 +0.35 .2261 NuvShTermREIT NURE 3.8 22.28 –0.85 .2251 ClearBrLCGrw LRGE .4 36.27 +1.86 .14 FT SKoreaAlpha FKO 2.3 15.66 +0.10 .0873 Invsc1-30LadTrea PLW 1.6 39.83 +0.32 .0511
FrankHYCorp FLHY 6.5 24.10 +0.60 .1298 iShESGMSCIUSASC ESML 1.5 21.47 –0.21 .0654 PacerIntCashCow100 ICOW 3.9 20.32 –0.15 .0446 CSX-LinksCrudeOil USOI 30.7 12.06 +1.77 1.1545 FT StratIncm FDIV 4.6 43.45 –0.18 .15 InvscQQQI QQQ .8 215.29 +14.43 .3627
FrankIntlAggBd FLIA 2.1 25.12 +0.20 .5181 iShEdgeHYDefBd HYDB 6.2 46.05 +0.40 .2456 PacerGlCashCows GCOW 5.3 24.00 –0.05 .2153 CSXLGoldCvETN GLDI 8.0 9.73 +0.31 .0871 FT SwitzAlpha FSZ 2.4 44.56 –0.01 .0909 InvscRAFIStDvxUS ISDX 3.3 19.81 ... .1768
FrankSrLoan FLBL 4.6 23.63 +0.18 .0765 iShEdgeInvGrEnhBd IGEB 3.5 52.27 +1.27 .1535 PacerTrendEurIndex PTEU ... 23.71 +0.01 ... CSX SilverETN SLVO 9.7 5.99 +0.07 .0414 FT TCW Opp FIXD 2.5 54.00 +0.42 .07 InvscRAFIStrDevSm ISDS 2.9 18.66 +0.09 .187
FranklinLib US FLQL 2.2 30.50 +0.67 .1076 iShEdgeMSCIMinEAFE EFAV 4.8 64.39 +0.77 1.7344 PacerTrendpilot450 PTMC ... 28.36 +0.03 ... DavisFinl DFNL 2.0 17.73 –0.86 .282 FT TacticalHY HYLS 5.3 45.82 –0.13 .197 InvscRAFIStratEM ISEM 2.9 21.01 +0.34 .0268
no
FranklinLibUS MC FLQM 1.7 27.52 +0.27 .0693 iShEdgeMSCIMinVlEM EEMV 3.1 49.41 +0.67 .6242 PacerTrendpilot100 PTNQ ... 37.12 +1.50 ... DavisSelectIntlETF DINT 3.1 15.64 +0.13 .49 FT TotalUSMkt TUSA 1.6 27.01 –0.06 .1033 InvscRAFIStratUS IUS 2.2 23.54 +0.62 .1473
FranklinLibUS SC FLQS 1.9 21.91 +0.66 .0442 iShEdgeMSCIMinVol ACWV 2.8 87.30 +1.26 1.0235 PacerTrendpilot750 PTLC ... 27.00 ... ... DavisUSEquity DUSA 1.4 21.09 –0.07 .29 FT USEquityDiv RNDV 3.8 19.03 –0.17 .0771 InvscRAFIStrUSSm IUSS 1.5 18.18 –0.18 .0707
Freedom100EM FRDM 1.9 20.98 +0.65 .0914 iShEdgeMSCIMinUSA USMV 2.2 60.13 +0.97 .3133 PacerUSCashCows100 COWZ 3.2 23.92 –0.05 .2831 DavisWorldwide DWLD 2.7 20.74 +0.28 .57 FT UK Alpha FKU 6.0 25.14 –1.82 .2715 InvscR1000LoBeta USLB 2.9 28.19 –0.68 .1774
GlbX FdrRunCos BOSS .6 18.53 +0.89 .0697 iShMSCIMinVolUSASC SMMV 2.2 27.47 –0.47 .0982 PacerUSSCCash100 CALF 1.9 18.86 –0.70 .0839 DorseyWrightETN36 BMLP 13.6 25.59 +2.07 .88 FlexShCredScoreUS SKOR 3.0 52.78 +0.15 .1235 InvscS&PSCCnsDisc PSCD 1.8 40.35 –1.07 .2004
GlbXRuss2000Cvr RYLD 14.0 17.71 +0.14 .1585 iShEdgeMSCIUSAMom MTUM 1.5 118.49 +7.09 .4455 PacerWealthShield PWS 1.4 23.89 +0.33 .047 FidelityNasdComp ONEQ 1.1 336.00 +18.15 .90 FlexShDiscDurMBS MBSD 3.2 23.98 –0.02 .0585 InvscS&PSCCnsStpl PSCC 2.0 66.59 +0.08 .045
GlbXTarget5 TFIV 6.3 21.54 –0.06 .095 iShEdgeMSCIUSAQual QUAL 1.9 89.39 +1.95 .4103 PointBridgeGOP MAGA 2.9 21.77 –0.12 .628 FT AltAbsRet FAAR 1.1 25.11 –0.01 .2647 FlexShRealAsset ASET 3.7 24.97 –0.12 .0898 InvscS&PSCEner PSCE 1.0 2.57 –0.06 .0139
GlbXTargetPlus2 TFLT 4.7 23.21 –0.10 .065 iShEdgeMSCIUSAVal VLUE 3.6 68.47 +0.23 .6936 PremiseCapDivTact TCTL 10.4 25.81 +0.03 .6679 FT APxJapan FPA 4.5 21.71 +0.36 .4929 GlbXAuto&Elc DRIV 1.5 12.28 +0.34 .112 InvscS&PSCFinls PSCF 6.3 35.86 –2.85 .8413
GlbXUSInfrDevt PAVE .9 13.11 –0.35 .0537 iShUSFixedIncmBal FIBR 3.2 100.53 +0.65 .2816 PrincipalGlbDiv GDVD 3.3 24.34 +0.47 .1348 FT BICK BICK 1.1 22.06 +0.56 .1522 GlbXCannabis POTX 4.7 9.08 +0.20 .2149 InvscS&PSCHlthCr PSCH ... 112.34 +1.90 ...
GSAccInflUSDBd GTIP 3.0 54.05 –0.48 .1313 iShEmMkCorpBdFd CEMB 4.6 47.56 +0.55 .1945 PrincipalSpectPfd PREF 4.9 94.18 +1.64 .3706 FT BrazilAlpha FBZ 18.2 9.16 +0.11 .1681 GlbXCloudComp CLOU .0 16.64 +1.18 .0076 InvscS&PSCIndls PSCI 1.0 49.66 –2.06 .1279
GSAccUltShBd GSST 2.3 49.84 +0.15 .079 iShEM HY Bd EMHY 6.9 39.25 +0.05 .2264 ProShGlbListedPrv PEX 12.4 23.09 –0.52 .1843 FT BuyWrite FTHI 5.2 18.29 +0.13 .08 GlbXConsciousCos KRMA 1.6 20.30 +0.42 .1898 InvscS&PSCInfTech PSCT .2 77.16 +0.82 .0234
GS EW US LC Equity GSEW 2.1 42.21 +0.20 .2779 iShEvolCnStpls IECS 2.5 26.52 +0.58 .1268 ProShHY IntRt HYHG 6.4 58.10 +0.44 .2122 FT CEFIncmOpp FCEF 6.1 17.58 –0.14 .0975 GlbX Cybersec BUG .2 16.27 +0.90 .0404 InvscS&PSCMatls PSCM 1.9 31.95 –1.79 .1439
HartfordLowVolIntl RODE 3.4 21.51 +0.03 .4328 iShEvolUSDisc IEDI 1.2 28.39 +1.49 .0999 ProShInvGrdIntRt IGHG 3.9 68.17 –0.83 .2194 FT CA MuniHi FCAL 2.6 50.95 +0.43 .095 GlbXDAXGermany DAX 3.1 22.16 –0.05 .003 InvscS&PSCUtil PSCU 2.5 48.60 +0.65 .0951
HartfordLowVolUS LVUS 2.4 26.48 +0.22 .1175 iShEvolUSFin IEFN 3.0 18.92 –0.84 .143 ProShK1FreeCrude OILK 2.4 7.59 –1.02 .0556 FT CanadaAlpha FCAN 1.9 16.85 +0.21 .0812 GlbXecomm EBIZ .2 17.99 +1.48 .034 InvscVarRateInvt VRIG 3.1 23.60 +0.05 .0533
HartfordShrtDur HSRT 3.5 39.73 +0.39 .1087 iShEvolUSHlthcr IEHS .7 30.62 +1.75 .0478 ProShLCCorePlus CSM 1.8 66.05 +1.51 .2808 FT CapStrength FTCS 1.3 55.33 +0.96 .1535 GlbXFinTech FINX ... 26.93 +0.79 ... InvscWaterRscs PHO .6 34.16 +0.05 .0362
InnovLuntLowVol LVHB 2.5 26.78 –0.13 .3386 iShEvolUSInnHlthcr IEIH 1.4 28.70 +1.85 .1039 ProShDivGrowers EFAD 2.3 33.79 +0.38 .041 FT ChinaAlphaDEX FCA 4.3 23.20 +0.26 .2411 GlbXFutAnalytic AIQ .5 17.41 +1.12 .0363 iShAsia50ETF AIA 2.5 59.45 +1.95 .4184
InnovNasd100Oct NOCT ... 32.11 +0.57 ... iShEvoUSMedia IEME 1.1 22.22 +0.95 .0403 ProShMSCIEMDiv EMDV 3.2 43.97 +0.21 .051 FT CloudComp SKYY .4 60.78 +4.23 .0367 GlbXGen&Biotech GNOM ... 14.40 +1.05 ... iSh3-7YTreasuryBd IEI 1.8 133.31 +0.34 .1624
InnovNasd100Apr NAPR ... 32.87 +0.68 ... iShEvolUSTech IETC .7 32.47 +1.72 .073 ProShMSCIEurDiv EUDV 2.6 36.54 +0.16 .0637 FT DevIntlEquity RNDM 4.0 41.54 +0.06 .0613 GlbX Health&Well BFIT .7 17.14 +0.48 .0479 iShBrdUSDInvCpBd USIG 3.3 58.47 +0.09 .1606
InnovNasd100Jan NJAN ... 34.77 +0.94 ... iShExpTechSftwr IGV .5 234.77 +14.91 1.1703 ProShMergerETF MRGR .8 37.72 +0.45 .2162 FT DevMkts FDT 3.5 42.31 –0.04 .0491 GlbXInternetThings SNSR 1.3 20.13 +0.74 .1843 iShCommodSelStrat COMT 3.3 22.85 ... .8576
InnovRuss2000Oct KOCT ... 21.72 –0.22 ... iShMtgRealEstCap REM 17.7 21.17 –0.90 .827 ProShMornAltSoln ALTS 2.6 33.68 –0.08 .1009 FT DevMktsXUS FDTS 3.8 28.11 +1.05 .2018 GlbXLongevityThem LNGR .6 22.57 +0.82 .1435 iShCoreMSCITotInt IXUS 3.7 49.50 +0.50 .9775
InnovRuss2000Apr KAPR ... 23.72 –0.22 ... iShUSBlendStyle STLC ... 25.88 ... ... ProShPetCare PAWZ .3 42.94 +1.21 .0128 FT DorseyDyn5 FVC 1.1 23.25 +0.17 .003 GlbXMSCISuperDiv EFAS 8.0 11.08 –0.32 .0475 iShCore1-5YUSDBd ISTB 2.7 51.01 +0.12 .1108
InnovRuss2000Jan KJAN ... 22.68 –0.21 ... iShFctUSGrwStyle STLG 1.1 22.84 +1.07 .0607 ProShRuss2000Div SMDV 2.8 47.52 –2.27 .2778 FT DorseyFoc5 FV .7 28.98 +1.19 .025 GlbXMillThematic MILN .4 22.58 +0.85 .0901 iShCoreS&PUSGrowth IUSG 1.5 63.95 +2.75 .1875
InnovS&P500Buff BJUL ... 25.61 +0.51 ... iShFctUSValStyle STLV 2.8 19.17 –0.14 .1325 ProShRussUSDivGrw TMDV 1.5 34.83 +0.22 .1969 FT DorseyIntl5 IFV 4.1 14.78 +0.17 .039 GlbXNasd100Cv QYLD 11.7 19.99 +0.36 .1806 iShCoreS&PUSValue IUSV 2.9 50.81 +0.31 .4018
InnovS&P500BuffO BOCT ... 24.27 +0.43 ... iShFloatingRateBd FLOT 2.6 49.85 +0.31 .0872 ProShS&P500Arist NOBL 2.4 63.44 +0.64 .3438 FT DW Momentum DDIV 4.2 19.32 –0.32 .0972 GlbX Robotics&AI BOTZ .9 19.29 +0.49 .0307 iShCoreTotalUSDBd IUSB 2.9 53.44 +0.03 .1299
InnovS&P500BuffA BAPR ... 26.26 +0.32 ... iShGlbxUSDHiYdCpBd HYXU 1.5 46.15 –0.46 .6189 ProShS&PMC400 REGL 2.9 47.96 –1.07 .3935 FT DW Mom&Low DVOL 2.0 19.49 –0.20 .0494 GlbXS&P500Catholic CATH 1.6 35.17 +0.74 .3244 iShCurrHdMSCIGrmny HEWG 3.1 23.58 +0.16 .7257
InnovS&P500Aug BAUG ... 24.63 +0.53 ... iShGlbHiCorpBdFd GHYG 4.9 45.00 +0.06 .1799 ProShS&PTechDiv TDV 1.0 36.56 +1.08 .1415 FT DW Mom DVLU 2.9 12.89 –0.53 .083 GlbXSocialMedia SOCL ... 32.19 +1.38 ... iShSelectDividend DVY 4.6 80.20 –0.96 .9467
InnovS&P500Dec BDEC ... 24.93 +0.59 ... iShGoldStrategy IAUF ... 57.43 –1.09 ... ProShShortUSDEmgBd EMSH 3.8 69.14 +0.12 .1607 FT DorseyWright DWPP 1.7 25.40 +0.07 .1432 GlbXSuperDividAlt ALTY 12.0 9.56 –0.14 .0981 iShESGMSCIEAFE ESGD 3.2 55.19 ... .598
iShESGMSCIEM ESGE 2.5 29.23 +0.72 .6713 VicShUSMultMin VSMV 2.3 29.58 +0.57 .0691 CoreAlternative CCOR 1.1 29.56 +0.05 .14 FidelityCorpBd FCOR 3.0 53.28 +1.22 .135 GlbXMSCIChCS CHIS 1.0 21.98 –0.17 .601 InvscDynLCGrw PWB .5 48.89 +2.17 .0559
iShESGEMLdrs LDEM ... 41.99 +1.45 ... VicShUSSCHiDiv CSB 4.6 32.05 –1.59 .1433 CSFIEnhEur50ETN FEUL ... 58.45 +2.15 ... FidelityDivRising FDRR 5.3 29.00 +0.45 .413 GlbXMSCIChinaEner CHIE 5.7 8.29 –0.29 .2881 InvscDynLCValue PWV 2.8 32.95 +0.01 .2802
iShESGMSCIUSA ESGU 1.5 64.16 +1.77 .2605 VicShUSSCVolWtd CSA 1.8 34.27 –1.46 .0564 CS FI LC Grwth FLGE ... 287.22 +24.71 ... FidelityHiDiv FDVV 6.1 25.29 +0.04 .313 GlbXMSCIChinaFinl CHIX 4.6 13.76 +0.07 .4514 InvscDynLeisure PEJ .9 25.88 –0.07 .0687
iShESGIUSALdrs SUSL 1.7 50.11 +1.26 .227 VS3XInvrsGold DGLD ... 18.11 +1.05 ... CS S&P MLP MLPO 15.0 6.30 +0.30 .2428 FidelityHYFactor FDHY 4.7 50.84 +1.53 .201 GlbXMSCIChinaHC CHIH .4 18.88 +0.52 .1088 InvscDynMarket PWC 1.4 80.50 +1.02 .3297
iShESG1-5YCpBd SUSB 2.6 25.55 +0.04 .0481 VS 3X INV SILVER DSLV ... 17.18 +1.15 ... CSX Mthly2xLvMtg REML 136.4 2.87 –0.30 .169 FidelityIntlHiDiv FIDI 7.7 15.00 –0.39 .254 GlbXMSCIChinaIndls CHII 2.3 12.33 +0.28 .1154 InvscDynMedia PBS .5 26.19 +0.64 .0872
iShESGUSDCorpBd SUSC 2.9 26.84 –0.22 .0642 VS 3X GOLD UGLD ... 178.99 –12.56 ... CSX MultiAsstHi MLTI 11.6 14.75 –0.88 .2452 FidelityIntlValue FIVA 5.7 16.80 –0.27 .167 GlbXMSCIChinaIT CHIK .7 19.54 +0.69 .2209 InvscDynNetwkg PXQ .3 56.15 +1.69 .0195
iShEurDevRealEst IFEU 5.2 30.12 –1.33 .2937 WahedFTSEUSAShar HLAL 1.5 24.17 +0.91 .10 DBCrudeOilDbSht DTO ... 139.99 +62.84 ... FidelityLtdTermBd FLTB 2.5 51.15 +0.58 .092 GlbXMSCIChLC50 CHIL 2.0 27.38 +0.50 .2183 InvscDynOil&GasSv PXJ 3.7 2.04 –0.10 .058
iShExponentialTech XT 1.7 39.15 +1.39 .3039 WstAstShrtDur WINC 4.2 24.14 +0.13 .0885 DBGoldDoubleLg DGP ... 36.63 –1.64 ... FidelityLowVol FDLO 2.2 34.70 +0.89 .167 GlbXMSCIChinaMatls CHIM 4.4 14.93 +0.08 .4036 InvscDynPharm PJP .9 61.91 +3.09 .136
iShFallAngelsUSDBd FALN 5.8 24.73 +0.11 .1307 WstAstTR WBND 3.3 26.35 +0.21 .0702 DBGoldDoubleShrt DZZ ... 3.85 +0.35 ... FidelityCommSvs FCOM 1.3 31.81 +1.21 .089 GlbXMSCIChRlEst CHIR 4.3 16.14 –0.22 .2624 InvscDynSemicon PSI .6 61.76 +3.39 .051
iShGNMABondETF GNMA 2.4 51.48 –0.07 .0994 WisdTrChinaxSOE CXSE 1.0 82.10 +3.33 .024 DBGoldShortETN DGZ ... 11.25 +0.30 ... FidelityMSCICnDisc FDIS 1.6 44.17 +3.15 .151 GlbXMSCIChUtil CHIU 2.5 13.19 –0.12 .1231 InvscDynSoftware PSJ .1 96.31 +6.91 .0559
iShGlbCleanEnergy ICLN 1.5 10.52 +0.01 .0781 WisdTrEMConGrwth EMCG 3.3 19.08 +0.40 .02 DayHaganNedRes SSUS ... 21.94 +0.42 ... FidelityMSCICnStpl FSTA 3.4 35.78 +1.33 .248 GlbXMSCIColombia GXG 5.1 5.86 –0.09 .5846 InvscEMSovDebt PCY 5.9 24.43 –0.34 .1207
iShGlbGreenBd BGRN 3.6 53.64 +0.54 .15 WisdTrEM CpBd EMCB 4.5 67.94 +2.60 .245 DeepValueETF DVP 9.2 19.77 –0.67 .7348 FidelityMSCIEn FENY 12.6 8.83 +0.05 .11 GlbX MSCIGreece GREK 3.7 6.09 +0.12 .5567 InvscFinlPfd PGF 5.3 17.88 +0.01 .083
iShGlbTimber WOOD 2.5 49.62 –1.53 1.1206 WisdTrEMQualDivGrw DGRE 3.0 20.67 +0.40 .0447 DefianceNextGen FIVG 1.0 24.49 +0.91 .0528 FidelityMSCIFinls FNCL 4.1 31.47 –1.56 .29 GlbXMSCINextEm EMFM 3.8 15.21 +0.18 .241 InvscFTSEDvMktxUS PXF 5.1 31.45 –0.31 .2901
iShiBdsDec28Trea IBTI .3 26.53 +0.17 .0137 WisdTrGermanyHdg DXGE 3.5 24.52 –0.03 .0362 DefianceNextFd DIET .8 22.27 +0.07 .0458 FidelityMSCIHlthCr FHLC 1.9 48.89 +2.92 .254 GlbXMSCINigeria NGE 8.6 9.78 +0.77 .7601 InvscDevMktxUSSM PDN 4.0 24.53 +0.16 .1875
iShiBdsDec25Trea IBTF .3 26.05 +0.05 .0119 WisdTrIntRtHYBd HYZD 6.4 19.66 –0.42 .107 DefianceQuantum QTUM .7 26.09 +1.03 .0302 FidelityMSCIIndls FIDU 2.8 32.52 –0.19 .185 GlbX MSCINorway NORW 5.2 8.56 –0.10 .3641 InvscFTSERAFIEM PXH 4.6 16.22 +0.01 .0582
iShiBdsDec24Trea IBTE .3 25.92 +0.06 .012 WisdTrIntUSAgg AGZD 2.8 47.04 +0.19 .0975 DeltaShS&P500Mgd DMRL 1.6 56.16 +0.32 .2156 FidelityMSCIIT FTEC 1.6 69.51 +3.07 .279 GlbXMSCIPakistan PAK 4.9 5.54 +0.19 .5434 InvscFTSEUS1000 PRF 2.8 101.81 +0.70 .7443
iShiBdsDec29Trea IBTJ .3 26.60 +0.23 .0134 WisdTrJapanHdgSC DXJS 2.8 33.36 –0.39 .4773 DeltaShS&P400Mgd DMRM 1.3 46.49 +0.16 .1204 FidelityMSCIMatls FMAT 3.4 27.17 –0.67 .205 GlbXMSCIPortugal PGAL 4.6 8.49 –0.01 .3125 InvscFundHYCpBd PHB 4.3 17.72 –0.13 .0614
WisdTrMEDiv GULF 4.2 15.45 –0.53 .0933
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iShiBdsDec21Trea IBTA .4 25.40 +0.01 .0186 DeltaShS&PIntMgd DMRI 3.1 42.98 +0.47 .2303 FidelityRealEst FREL 5.4 22.62 –0.89 .282 GlbXISuperDivEM SDEM 9.4 9.57 –0.12 .0595 InvscFundInvCpBd PFIG 2.9 26.40 +0.28 .0602
iShiBdsDec27Trea IBTH .3 26.33 +0.15 .0136 WisdTrNegHYBd HYND 7.0 14.92 –0.04 .08 DeltaShS&P600Mgd DMRS 1.3 46.43 +0.32 .1246 FidelityMSCIUtils FUTY 4.0 39.03 –0.34 .336 GlbXS&P500Cv HSPX 7.2 40.71 +0.38 .1827 InvscGlbClnEner PBD 2.2 12.77 +0.26 .0337
iShiBdsDec26Trea IBTG .3 26.18 +0.11 .0113 WisdTrNegDurUS AGND 3.0 37.83 –0.13 .0775 DirexAllCapIns KNOW 3.0 31.67 +0.38 .1546 FidelityMomFactor FDMO 1.6 34.11 +1.24 .098 GlbXS&P500QualDiv QDIV 3.9 20.34 –0.05 .07 InvscGlblPrvEqu PSP 10.7 8.85 –0.10 .2012
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iShiBdsDec23Trea IBTD .3 25.72 +0.04 .0117 WisdTrUSQltyDiv DGRW 2.5 42.90 +1.19 .10 DirexAuspiceBroad COM 1.1 21.37 +0.02 .0323 FidelityQualFactor FQAL 2.3 33.81 +0.78 .17 GlbXSciBetaAsiaXJ SCIX 5.8 19.11 +1.00 .6668 InvscGlbShrtHYBd PGHY 5.9 20.64 ... .1007
iSh$HYxOil&Gas HYXE 5.4 49.56 –0.97 .2159 WisdTrUSSCQltyDiv DGRS 3.0 26.30 –0.93 .04 DirexAeroBl3 DFEN 2.5 12.35 +0.22 .0798 FidelitySmalMid FSMD 2.2 20.24 –0.26 .077 GlbXSciBetaEurope SCID 3.7 20.08 –0.18 .5396 InvscIndia PIN 1.1 15.02 +0.35 .1667
iShIndia50ETF INDY .8 27.24 +0.40 .2251 DirexBrazilBull2X BRZU 21.8 1.72 –0.06 .238 FidelityTotalBdETF FBND 2.8 53.12 +0.24 .13 GlbXSciBetaJapan SCIJ 3.8 23.08 –0.03 .656 InvscIntlCpBd PICB 1.5 25.29 +0.02 .0284
iShIntermCorpBd IGIB 3.4
iShIntlDevRealEst IFGL 10.2
57.62
22.37
+0.37
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.1594
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DirexCSI300CnA CHAD 2.0
26.27
28.55
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FidelityValFactor FVAL 2.8
FieldUVAUnconMed FFIU 2.8
31.07
25.93
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29.86
28.33
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.3397
.4091
InvscInvGradeDef IIGD 2.3
InvscInvGradeValue IIGV 2.9
26.84
26.77
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.0465
.062
iShIntlTreasuryBd IGOV .2 49.12 –0.06 .1219 DirexCSI300CnABl2 CHAU .7 18.91 +0.36 .027 FinSelSectorSPDR XLF ... 22.39 –0.99 ... GlblXSuperDividend SDIV 15.0 9.77 –0.28 .0825 InvscMSCIGlbTimb CUT 3.5 22.20 –0.44 .771
iShJPMUSDEmgBd EMB 5.1 99.85 –1.50 .4092 BarclyiPathBCarbon GRN ... 43.26 +2.59 ... DirexCommSvsBr3 MUTE 1.6 11.06 –1.34 .0078 FTActiveFactorLC AFLG 1.1 17.47 +0.36 .0573 GlbXSuperDivUS DIV 13.1 13.94 –0.14 .1165 InvscNatAMTFrMuni PZA 2.8 26.02 +0.06 .0583
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iShMBSETF MBB 2.6 110.10 –0.36 .2314 GuggCreditAlloc GGM 13.9 15.71 –0.20 .1813 DirexCommSvsBl3 TAWK .2 23.08 +2.26 .0337 FTActiveFactorMC AFMC 1.1 15.23 +0.21 .0225 GlbXSuperIncPfd SPFF 6.6 10.45 +0.05 .0565 InvscNYAMTFrMuni PZT 2.7 25.09 +0.15 .0534
iShMSCI ACWI ACWI 2.6 67.81 +1.56 .9431 NETLeaseCpRlEst NETL 4.4 18.80 –1.37 .1912 DirexCnsDiscBr3 PASS 1.5 11.11 –2.30 .0052 FTActiveFactorSC AFSM .9 14.66 –0.34 .065 GlbX US Pfd PFFD 5.9 23.07 –0.18 .1135 InvscPreferred PGX 5.9 14.01 +0.02 .0617
iShMSCIACWIxUS ACWX 3.8 39.41 +0.32 .7939 NuvShrtDurCrOppFd JSD 9.2 11.47 –0.42 .0875 DirexCnsDiscBl3 WANT .9 19.33 +2.85 .0355 FT AustrAlpha FAUS 8.4 21.18 +1.28 .3908 GlbX Uranium URA 1.8 10.11 +0.62 .1037 InvscRayJamesSB1 RYJ ... 31.48 –0.39 ...
iShMSCIACxJpn AAXJ 2.1 63.70 +2.35 .4112 DirexCnsStplBr3X LACK 2.3 11.50 –1.59 .0137 FT ConsDscAlpDx FXD 1.6 30.70 –0.01 .1291 GSAccessHYCorpBd GHYB 5.8 46.48 +0.05 .2296 InvscRuss1000EW EQAL 2.4 27.04 +0.17 .1646
NYSE ARCA
iShMSCIBrazilSC EWZS 3.6 10.46 +0.09 .1496 DirexCnsStplBl3X NEED 1.6 25.01 +2.57 .075 FT ConsStaples FXG 1.9 44.10 +1.47 .1944 GSAccessIGCpBd GIGB 3.1 53.77 +0.04 .1579 InvscS&PEMLowVol EELV 5.0 18.54 +0.40 .2112
iShMSCIChina MCHI 1.5 60.17 +1.78 .5744 DirexDevMktBl3 DZK 3.5 29.70 +0.13 .383 FT DJ GlbSelDiv FGD 10.1 16.41 –0.50 .4713 GSTreasury0-1Y GBIL 1.9 100.61 +0.02 .119 InvscS&PEMMom EEMO 4.9 12.27 +0.14 .2767
iShMSCI EAFE SC SCZ 4.6 47.21 –0.03 .9324 DirexDJBear3X WEBS .8 13.79 –2.50 .0315 FT DJ Internet FDN ... 139.83 +7.44 ... GSActiveBetaEM GEM 3.2 27.94 +0.66 .3194 InvscS&P500BuyWr PBP 2.1 17.22 +0.13 .0824
iShMSCI EM Asia EEMA 2.2 60.52 +1.73 .3074 AAM LowDurPfd PFLD 6.9 22.54 +0.29 .108 DirexDJBull3X WEBL .2 21.76 +3.12 .0176 FT Dow30EW EDOW 2.3 22.23 +0.29 .1431 GSActiveBetaEurope GSEU 4.2 25.05 +0.02 .1621 InvscS&P500Down PHDG 1.6 29.53 +0.23 .0617
iShMSCIEMxChina EMXC 3.1 38.42 +0.64 1.4264 AAMS&PDevMk DMDV 9.2 17.80 –0.44 .08 DirexEM Bear3 EDZ 1.3 39.24 –3.41 .086 FTEIPCarbonImpact ECLN 2.1 19.93 +0.24 .0599 GSActiveBetaIntlEq GSIE 3.3 24.24 +0.19 .0719 InvscS&P500EnhVal SPVU 3.6 25.77 –0.65 .2464
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iShMSCIEuropeFinls EUFN 7.1 12.49 –0.37 .1824 AAMS&PEMHiDivVal EEMD 8.7 16.51 +0.02 .0754 DirexEM Bull3 EDC 2.2 34.46 +2.19 .3919 FT EnergyAlpDx FXN 3.8 4.87 –0.14 .0431 GSActiveBetaJapan GSJY 3.3 28.45 +0.26 .6704 InvscS&P500EWCm EWCO 1.8 21.98 +0.67 .0731
iShMSCIEuropeSmCp IEUS 5.5 40.98 –0.41 .5741 AAMS&P500HiDivV SPDV 5.3 19.60 –0.40 .0919 DirexEnergyBr2 ERY .7 77.55 –3.71 .1496 FT EqCompRiskMgr ERM 2.7 16.63 –0.03 .0736 GSActiveBetaUSLC GSLC 1.9 58.16 +1.78 .3061 InvsS&P500EWCD RCD 2.5 76.24 +0.67 .5206
iShMSCIGlblGoldMin RING .8 25.35 +1.09 .0541 DirexEnergyBl2 ERX 11.3 12.78 –0.17 .7119 FT EqCompTactical TERM 2.8 14.49 ... .062 InvscS&P500CnStp RHS 2.3 136.95 +4.45 .8294
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iShMSCIGlbImpact SDG 1.5 61.89 +1.89 .5452 AIPwrdIntlEqu AIIQ ... 22.03 +0.53 ... DirexChinaBr3 YANG 1.4 40.79 –1.99 .1087 FT DJ SelMicro FDM 2.1 32.58 –0.90 .1958 GSHedgeIndVIP GVIP .5 56.47 +2.53 .1115 InvscS&P500EWEner RYE 4.2 23.78 –0.07 .2459
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iShMSCIJapanEW EWJE 3.7 29.73 +0.45 .6495 ALPSEmgDivDogs EDOG 5.7 16.00 +0.07 .0983 DirexChinaBl3 YINN 2.3 12.22 +0.44 .0375 FT FTSE DevRE FFR 6.1 36.41 –1.14 .024 GS JUST US LC JUST 1.9 41.33 +1.27 .2193 InvscS&P500EW RSP 2.4 92.98 +0.76 .73
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iShMSCINewZealand ENZL 3.9 49.19 +2.70 1.1772 ALPSIntlDivDogs IDOG 6.9 20.36 –0.25 .2384 DirexFinlBear3 FAZ 1.4 26.27 +1.67 .0446 FT GlbEngg FLM 4.2 36.82 –0.87 .6529 GS MotifFin GFIN 1.0 50.65 +0.06 .048 InvscS&P500EWHC RYH .6 213.91 +10.84 .3251
iShMSCIQatar QAT 4.1 15.61 –0.53 .6348 ALPSMedBreak SBIO .0 36.94 +2.58 .0159 DirexFinlBull3 FAS 2.0 27.79 –3.57 .1235 FT GlbWindEner FAN 2.4 12.49 –0.12 .0401 GS MotifHumanEv GDNA .4 54.54 +3.24 .0756 InvscS&P500Ind RGI 1.8 105.24 –0.55 .5085
iShMSCITurkeyETF TUR 4.4 20.14 +0.18 .5918 ALPSREITDivDogs RDOG 5.6 33.10 –2.14 .6844 DirexGoldMinBr2 DUST 5.7 1.65 –0.19 .717 FT HlthCareAlpha FXH ... 84.27 +5.48 ... GS MotifMfg GMAN 1.2 48.18 +1.34 .0559 InvscS&P500EWMat RTM 2.4 90.86 –3.34 .5782
iShMSCIUAE UAE 4.8 9.88 –0.08 .4759 ALPSSectorDivDogs SDOG 4.8 34.10 –0.92 .4614 DirexGoldMinBl2 NUGT 1.8 10.90 +0.70 .7094 FTHorizonMgdVolDev HDMV 4.2 26.91 +0.33 .4265 GS MotifNewAge GBUY .4 54.53 +3.19 .0078 InvscS&P500RlEst EWRE 4.1 25.16 –1.06 .4498
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iShMornMCValue JKI 4.1 115.73 –3.33 1.4735 ARKInnovationETF ARKK .0 52.26 +4.97 .1906 DirexHlthcrBull3 CURE .5 57.02 +9.02 .0998 FTHorizonMgdVolDom HUSV 1.7 24.04 +0.61 .0835 GraniteBloomComm COMB 1.9 18.66 –0.37 .3586 InvscS&P500EWTech RYT 1.2 176.41 +5.81 .7977
iShNasdaqBiotech IBB .2 124.64 +10.67 .0554 ARK NextGen ARKW ... 61.92 +5.46 ... DirexHmbldrBull3 NAIL .5 12.30 –2.11 .0049 FTHorizMgdVolSM HSMV ... 22.29 –0.25 ... GraniteGold BAR ... 16.79 +0.02 ... InvscS&P500EWUtil RYU 2.8 97.27 –0.60 .7034
iSh13YearIntlTBd ISHG ... 76.74 –0.28 ... AberdStdBlAllCm BCD 1.9 19.92 –0.21 .3805 DirexIndlsBl3 DUSL 2.9 11.94 –0.34 .0622 FT Chindia FNI .5 33.78 +1.42 .0345 GraniteHIPSUSHiInc HIPS 12.4 10.41 –0.14 .1075 InvscS&P500xRt XRLV 2.1 34.24 +0.04 .0684
iShPHLXSemicond SOXX 1.4 231.40 +13.81 .6957 AberdStdBlACStr BCI 1.9 17.76 –0.34 .3344 DirexJapanBl3 JPNL 1.6 34.00 +0.74 .2258 FT IndlsAlpDx FXR 1.7 32.59 –0.56 .2139 GranitePlatinum PLTM ... 7.71 +0.31 ... InvscS&P500GARP SPGP 1.4 49.35 +0.42 .2322
iShPfd&Incm PFF 5.8 33.86 –0.11 .1732 AberdStdPhysGold SGOL ... 16.24 +0.04 ... DirexJrGoldMinBr2 JDST 12.1 1.46 –0.14 1.1458 FTInstPfdSecs FPEI 5.6 18.03 +0.22 .0866 GraniteXOUTUSLC XOUT .8 25.98 +0.80 .0638 InvscS&P500HiBeta SPHB 3.1 32.54 –0.05 .4609
iShRuss1000PureUS AMCA 3.1 25.11 +0.18 .1677 AberdStdPhysPall PALL ... 206.02 +6.00 ... DirexJrGoldMinBl2 JNUG 2.8 6.30 +0.21 .1217 FT LgDurOpps LGOV 2.9 29.37 +0.35 .10 HCM Def500 LGH .2 22.87 +0.27 .048 InvscS&P500HiDiv SPHD 5.7 32.53 –0.71 .1573
iShS&PSC600Growth IJT 1.2 146.81 –2.40 .3656 AberdStdPhysPlat PPLT ... 73.00 +2.71 ... DirexLatinAmBl3 LBJ 6.7 38.32 –3.05 .43 FT Long/Short FTLS .8 39.27 +0.59 .0448 HCM Def100 QQH .0 25.51 +0.32 .0619 InvscS&P500LowVol SPLV 2.5 51.57 –0.04 .1168
iShS&P EM Infra EMIF 3.1 21.11 +0.05 .4142 AberdStdPhyPrMt GLTR ... 78.65 +0.63 ... DirexIndiaBull3 INDL 2.4 16.09 +0.65 .0145 FT MgdFutures FMF 1.0 43.16 –0.55 .4493 HartfordMultiDvxUS RODM 3.6 22.90 –0.08 .4785 InvscS&P500Mom SPMO 1.6 40.27 +1.15 .171
iShGlobalInfra IGF 4.3 36.76 +0.13 .7869 AberdStdPhySilv SIVR ... 14.68 –0.19 ... DirexMexicoBl3 MEXX 8.4 21.61 –0.64 .4788 FT MatAlpDX FXZ 2.4 29.60 –1.38 .1451 HartfordMultiEM ROAM 4.6 17.82 +0.40 .5616 InvscS&P500PrGrw RPG 1.0 113.11 +4.15 .2795
iShShortCpBd IGSB 3.0 53.72 –0.09 .1296 AbsoluteCrStrat ABEQ ... 21.77 +0.05 ... DirexMcBull3 MIDU 2.4 14.31 –0.99 .1813 FTMergerArbitrage MARB ... 19.80 +0.33 ... HartfordMultiREIT RORE 3.5 11.38 –0.66 .19 InvscS&P500PrVal RPV 3.8 43.44 –1.44 .4584
iShShortTreaBd SHV 2.0 110.91 +0.01 .1339 DirexPharmBl3X PILL .3 12.83 +1.37 .0003 FT MngstrDiv FDL 5.3 24.44 –0.25 .29 InvscS&P500Qual SPHQ 1.9 33.26 +1.04 .1745
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iSh1-3YTreasuryBd SHY 1.9 86.65 +0.03 .106 AdvShDorseyADR AADR .7 44.58 +1.17 .0085 DirexRealEstBr3 DRV 1.5 21.49 +1.55 .06 FT NaturalGas FCG 5.8 5.82 +0.28 .0578 HartfordMultiUSEqu ROUS 2.4 28.55 +0.19 .1409 InvscS&P500Rev RWL 2.4 48.37 +1.02 .2957
iSh7-10YTreasuryBd IEF 1.7 121.75 +0.79 .144 AdvShDbLineVal DBLV ... 62.49 +1.43 ... DirexRealEstBl3 DRN 4.6 9.70 –1.41 .1545 FT NA Energy Infra EMLP 5.0 19.74 +0.31 .2584 HartfordMuniOpps HMOP 2.6 40.98 +0.12 .086 InvscS&P500Top50 XLG 1.7 218.61 +9.11 .9652
iSh20+YTreasuryBd TLT 1.8 167.81 +2.42 .238 DirexRgBanksBull3X DPST 10.3 5.49 –2.25 .407 FT NYSE ArcaBiotch FBT ... 151.99 +13.06 ... InvscS&P500ValMom SPVM 3.4 30.48 –0.75 .2227
AdvShFocusedEqu CWS .4 33.13 +0.23 .1464 HartfordSchTax HTAB 2.2 21.08 –0.07 .0573
iSh0-5YInvGrdCpBd SLQD 2.8 51.37 +0.14 .1199 AdvShFolioBey FWDB 4.1 25.51 –0.18 .0583 DirexRetailBull3 RETL 3.0 8.12 +0.41 .8695 FT PfdSecs FPE 5.8 18.09 +0.13 .0969 HartfordTRBd HTRB 3.6 40.77 +0.25 .1028 InvscS&PGlbWater CGW 1.7 35.48 +0.09 .6069
JanusSCGrwAlpha JSML .4 36.63 –0.10 .0329 DirexRobAI3X UBOT .9 6.16 +0.36 .1456 FTSTOXXEurSel Div FDD 6.6 9.47 –0.45 .0283 InvscS&PIntDvLoVl IDLV 7.2 27.14 +0.02 .2356
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46.69
7.94
6.39
+0.66
+0.14
–0.08
.12
.1262
.0116
DirexRussiaBl2 RUSL 2.0
DirexS&P500Br3 SPXS 1.7
12.53
10.79
–0.67
–1.14
.1174
.02
FT ShDurMgMun FSMB 2.2
FT S&P REIT FRI 3.2
20.10
20.19
–0.15
–0.91
.033
.1595
HealthCareSelSect XLV 1.6
High Yield HYLD 8.9
100.78
27.60
+5.95
–0.08
.382
.20 InvscS&PIntlDev IDMO 2.6
InvscS&PIntlDevQu IDHQ 2.8
24.91
22.45
+0.71
+0.30
.1999
.2068
LeggMasonLVHD LVHD 4.0 28.12 –0.08 .011 DirexS&P500Bl3 SPXL 1.6 34.76 +2.78 .2623 FT TCWUnPlBd UCON 3.4 24.65 –0.12 .08 HoyaCapHousing HOMZ 2.3 20.88 –0.67 .0636 InvscS&PMC400EW EWMC 2.0 48.78 –0.52 .3443
AdvShStrGlbBW VEGA .5 30.69 +0.93 .151 HullTacticalUS HTUS 1.1 21.72 +1.13 .2472
LeggMasonSCQualVal SQLV 1.9 18.77 –0.90 .083 AdvShSageCore HOLD 2.3 97.69 +1.20 .1803 DirexS&P500Bull2X SPUU 2.0 48.08 +2.60 .4848 FT TechAlphaDEX FXL .3 66.96 +4.13 .0288 IQCandESGUS IQSU 1.0 23.86 +3.31 .1085 InvscS&P400PrGrw RFG .7 124.40 +1.97 .2271
LoncarCancerETF CNCR ... 23.01 +2.19 ... AGFiQ DynHdgUS USHG 1.2 26.11 +0.51 .0742 DirexS&PBiotechBr3 LABD 2.8 7.60 –2.78 .0498 FT USEquityOpp FPX .9 70.61 +3.53 .1443 IQEnhCorePlusBdUS AGGP 2.8 19.93 ... .035 InvscS&P400PrVal RFV 3.2 42.60 –1.69 .4247
LoncarChinaBio CHNA .2 24.62 +0.70 .0402 AGFiQ GlbInfr GLIF 3.2 23.18 –0.03 .0594 DirexS&PBiotechBl3 LABU .2 35.37 +8.20 .0053 FT UltShDurMuni FUMB 1.6 20.15 –0.02 .019 IQ50%HdgFTSEEur HFXE 3.1 16.65 –0.09 .2225 InvscS&PMC400Rev RWK 1.8 44.77 –1.03 .2156
LongTermCareETF OLD 2.9 21.29 –1.35 .0677 AGFiQHdgDivIncm DIVA 5.3 20.15 –0.25 .3068 DirexS&P500Br1 SPDN 1.3 25.05 –0.84 .0176 FT UtilAlpha FXU 2.6 26.94 –0.38 .1789 IQ50%HdgFTSEIntl HFXI 3.5 17.58 +0.07 .0891 InvscS&PMCLowVol XMLV 3.1 42.14 –1.54 .3714
Merlyn.AITactGrw SNUG 1.2 23.35 +0.42 .0681 AGFiQ US NeutAB BTAL .8 25.91 +0.58 .1958 DirexHiBetaBear3X HIBS .4 21.89 –0.40 .0154 FT ValDivFd FVD 2.6 29.77 –0.40 .1919 InvscS&PMCMom XMMO 1.0 53.04 –0.15 .1854
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NasdaqNexEcon BLCN 1.6 23.33 +0.62 .0423 DirexHiBetaBull3X HIBL 3.3 6.18 –0.17 .4282 FT ValueLine100 FVL .9 19.95 +0.35 .0323 IQ50%HdgFTSEJapan HFXJ 3.9 18.56 +0.14 .2449 InvscS&PMCQual XMHQ 1.7 45.03 +0.05 .1626
AGFiQ US NeutrMom MOM ... 29.87 +1.27 ... IQ500IntlETF IQIN 3.1 21.66 –0.18 .14
Nasdaq7HANDL HNDL 4.3 23.10 +0.23 .1346 AGFiQ US NeutrVal CHEP 2.9 15.44 –1.00 .4434 DirexS&POil&GasBr2 DRIP .2 12.13 –1.02 .0027 FT Water FIW .6 51.60 –0.24 .0715 IQGlbAgribusSC CROP ... 27.32 +0.36 ... InvscS&PMCValMom XMVM 2.8 24.03 –1.13 .1308
PacerCashCows HERD 2.8 19.56 –0.40 .1116 AlerianEnergyInfr ENFR 10.2 12.07 +0.50 .2876 DirexS&POil&GasBl2 GUSH 12.6 25.17 +0.66 5.12 FlexShSelBdFd BNDC 2.7 26.43 +0.03 .0504 IQGlobalResources GRES 2.0 23.28 –0.01 .4702 InvscS&P100EW EQWL 2.6 52.76 +1.17 .3426
PacerEMCashCows ECOW 11.0 18.82 +0.35 .0262 AlerianMLPETF AMLP 18.2 4.23 +0.37 .19 DirexSemiBear3 SOXS 3.6 10.50 –2.43 .0535 FlexShCurrHdDM TLDH 5.3 23.04 –0.21 .1255 IQHedgeEventDriven QED 2.2 20.85 –0.04 .4497 InvscS&PSCLowVol XSLV 4.9 33.60 –2.17 .4651
PrincipalContVal PVAL 2.3 20.65 –0.33 .1287 AmCentDivrsCpBd KORP 3.0 50.62 +0.52 .1105 DirexSemiBl3 SOXL .7 128.46 +20.31 .0789 FlexShCurrHdgEM TLEH 4.0 23.79 +0.48 .032 IQHedgeL/STracker QLS 1.7 21.28 +0.18 .3534 InvscS&PSCMom XSMO 1.4 31.17 –0.28 .1662
PrincipalHlthInnov BTEC ... 37.00 +3.29 ... AmCentDivrsMuni TAXF 2.4 51.39 +0.41 .0865 Direx7-10TreaBr3 TYO 1.8 7.99 –0.21 .0143 FlexShDevMkxUSQu QLVD 1.9 22.73 +0.24 .0444 IQ HedMacrTrac MCRO 1.4 25.23 +0.33 .3611 InvscS&PSC600EW EWSC 2.6 38.01 –1.27 .1023
PrincIntlMulti PDEV 2.7 19.76 –0.42 .1336 AmCentQulDivIn QINT 2.2 34.85 +0.41 .2091 Direx7-10TreaBull TYD .6 67.83 +1.52 .0742 FlexShEMQualLo QLVE 2.1 21.38 +0.43 .0066 IQHedgeMktNeut QMN ... 25.55 +0.02 ... InvscS&P600PrGrw RZG 1.1 81.44 –1.53 .2701
PrincplMillennials GENY .9 35.60 +1.28 .024 AmCentStoxxUSQ QGRO .4 41.90 +1.95 .0475 DirexScBear3 TZA 1.2 42.69 +0.56 .0832 FlexGlbQualRealEst GQRE 5.4 50.39 –1.44 .065 InvscS&P600PrVal RZV 1.9 37.24 –1.34 .1676
PrincipalPriceSet PSET 1.5 36.33 +0.41 .136 DirexSCBull2 SMLL 1.3 25.25 –0.97 .1654 FlexGlbUpstmNatRsc GUNR 4.2 24.87 –0.13 .2545 IQ HedMultStra QAI 2.0 29.22 +0.23 .5878 InvscS&P600Rev RWJ 2.2 45.32 –0.68 .2659
AmCentSTOXXUSQual VALQ 2.9 33.97 +0.16 .2122 IQLeadersGTAATrkr QGTA 4.3 21.43 +0.16 .391
PrincipalShrhldrYd PY 3.1 24.40 +0.06 .1371 AmpAdvBattery BATT ... 7.58 +0.02 ... DirexSCBull3 TNA 1.7 18.84 –1.12 .1496 FSHiYdValScored HYGV 8.1 43.18 –0.62 .2447 InvscS&PSCValMom XSVM 2.9 20.83 –0.87 .1889
PrincipalSustMom PMOM 2.0 25.01 +4.49 .152 DirexKRBull3 KORU 2.7 9.07 +0.88 .19 FlexShiBoxx5YTIPS TDTF 2.0 26.14 –0.14 .0673 IQMacKayMuniIns MMIN 2.4 26.66 +0.22 .0625 InvscS&PSpin-Off CSD ... 30.90 –1.08 ...
AmplifyBlackSwan SWAN 1.1 29.77 +0.37 .0742 IQMacKayMuniInter MMIT 2.6 25.75 –0.01 .0551
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PrincUSLCMulti PLC 1.8 22.60 –0.40 .1016 AmpCWPEnhDiv DIVO 5.9 27.74 +0.94 .1094 DirexTechBear3 TECS 3.6 3.75 –0.61 .1304 FlexiBx3YDurTIPS TDTT 2.2 24.81 –0.19 .0736 InvscS&PUltDiv RDIV 6.0 25.33 –0.87 .2843
PrincipalUSMega USMC 2.2 28.88 +1.08 .1468 AmpCrowdBureau LEND 8.7 11.27 +0.06 .9809 DirexTechBull3 TECL .2 152.99 +19.02 .1945 FlexShIntQualDiv IQDE 6.3 17.65 +0.03 .1528 IQMergerArbitrage MNA ... 31.25 +0.40 ... InvscSrLoan BKLN 5.0 21.45 –0.03 .0798
PrincipalUSSCMulti PSC 1.8 23.51 –0.39 .0783 AmpEASITactGrw EASI .9 19.61 –0.01 .1005 DirexTransportBl3 TPOR 2.3 8.46 –0.06 .0135 FlexShIntQuDivDyn IQDY 5.2 20.29 +0.04 .139 IQRealReturn CPI 2.2 26.77 –0.01 .5929 InvscSolar TAN .3 28.90 +0.93 .0908
PrincUSS-MCMulti PSM 2.4 17.36 ... .0975 AmplifyHiIncm YYY 11.3 13.78 –0.10 .13 Direx20+TreaBr1 TYBS 2.5 13.83 –0.30 .0823 FlexShIntlQualDiv IQDF 6.1 18.55 +0.01 .1764 IQS&PHYLowVolBd HYLV 4.5 24.54 +0.24 .1087 InvscTaxMuniBd BAB 3.7 31.54 –0.03 .0935
ProcureSpace UFO .6 18.27 –0.04 .0674 AmplifyOnlRetail XBUY .2 25.02 +1.46 .0602 Direx20+TreaBr3 TMV 3.3 5.01 –0.26 .202 FlexShMDevMktxUS TLTD 4.7 48.45 –0.38 .2343 IQShrtDurBdUS SDAG 2.9 24.32 –0.21 .069 InvscTotalRetBd GTO 2.3 55.38 +1.08 .1077
IQ US RealEstSC ROOF 8.0 16.42 –1.13 .15
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ProShEquRising EQRR 3.5 25.56 –0.29 .224 AmpSeymCannabis CNBS .8 9.36 +0.43 .0771 Direx20+YrTrBull TMF .6 44.06 +1.78 .0993 FlexShEM FactTilt TLTE 4.3 40.71 +0.65 .0676 InvscTreaCollat CLTL 2.1 106.03 +0.09 .1366
ProShUltNdBio BIB ... 61.14 +9.73 ... AmplifyTransData BLOK ... 17.37 +0.81 ... DirexUtilBl3X UTSL 2.9 25.75 –0.82 .1473 FlexShQualDivDef QDEF 3.0 40.32 +0.61 .2599 IQ UltShrtDur ULTR 2.3 48.79 +0.32 .0801 InvscUltShtDur GSY 2.6 49.98 +0.23 .088
ProShUltPrQQQ TQQQ .0 66.73 +12.06 .0313 ArkFinInnov ARKF .0 22.93 +1.09 .3008 DirexRussIntOvUS RWIU 3.7 41.43 –0.03 .2646 FlexShQualDivDyn QDYN 4.2 38.28 +0.36 .6185 IdeaNextVeh EKAR 1.3 18.59 +0.48 .2499 InvscVRDOTaxFrWk PVI 1.0 24.98 –0.01 .0185
ProShUltShtQQQ SQQQ 4.8 12.61 –3.14 .0652 ArmorUSEquity ARMR ... 15.78 +0.13 ... DirexRussUSOvInt RWUI 1.4 59.02 +5.35 .3884 FlexShQualityDiv QDF 3.3 39.62 +0.51 .2635 iMDBiHedgeStrat DBEH .2 23.33 +0.43 .0183 InvscVarRtPfd VRP 5.4 23.10 +0.13 .088
ProShUltShNdBtech BIS 2.4 10.20 –2.17 .0264 ArrowDogs DOGS .7 32.27 –0.07 .1509 DirexFlight FLYT .9 52.63 +0.27 .1209 FlexShReadyAcc RAVI 2.3 75.45 +0.54 .1165 iMDBiMgdFut DBMF .5 25.71 +0.23 .0174 InvscWildClnEngy PBW 2.1 29.65 +0.42 .1181
SPDRDorseyWrightFx DWFI 3.5 22.56 +0.04 .0484 ArrowDJGlobalYd GYLD 11.9 10.50 +0.26 .072 DirexCyclODef RWCD 1.4 57.44 +0.95 .2294 FlexShSTOXXGlb NFRA 2.7 45.85 +0.19 .2185 ImpactNAACPMinrty NACP 1.3 21.34 +0.66 .0628 InvscZacksMC CZA 1.9 56.59 –0.77 1.0741
SoFiGigEcon GIGE ... 17.91 +0.81 ... ArrowQVMEquityFact QVM 4.6 19.96 –0.57 .0851 DirexDefOvCycl RWDC 2.2 50.67 +2.38 .2623 FlexShUSQualLo QLV 1.3 37.67 +0.37 .1175 ImpactSustain SDGA 1.9 19.02 +0.33 .0858 InvscZacksMltIncm CVY 5.0 14.82 –0.46 .1823
TigerChinaUS TTTN ... 29.80 +2.18 ... AvantisEM AVEM .9 42.83 +1.27 .1895 DirexEmOvDevMk RWED 3.6 42.83 +3.52 1.1265 FrankFTSEAsiaxJpn FLAX 2.6 19.48 +0.60 .3804 ImpactShsYWCAWomen WOMN 1.3 21.02 +0.80 .0634 iPathBloomCocoaTR NIB ... 27.22 +0.12 ...
ValideaMktLeg VALX ... 17.10 –0.95 ... AvantisIntlEquity AVDE .8 41.79 –0.05 .1575 DirexMSCILvL ESNG 1.3 46.51 +1.04 .1554 FrankFTSEAustralia FLAU 5.8 19.54 +0.31 .6893 IndSelSectorSPDR XLI 2.5 63.10 –0.12 .3958 iPathBloomCommTR DJP ... 16.68 –0.45 ...
VanEckBiotech BBH .3 149.41 +14.22 .4724 AvantisIntlSCValue AVDV 1.0 39.09 –0.55 .2024 DirexNasd100EW QQQE .8 52.30 +2.97 .0863 FrankFTSEBrazil FLBR 6.5 15.39 –0.37 .0589 InfraCapMLP AMZA 62.1 14.01 +1.03 .30 iPathBloomLeadTR LD ... 34.99 –1.11 ...
VanEckFallAnglHYBd ANGL 5.6 27.31 +0.13 .1391 AvantisUSEquityETF AVUS 1.5 45.07 +0.67 .1527 DirexRsLgOvSC RWLS 1.4 61.66 +7.19 .4185 FrankFTSECanada FLCA 2.9 20.88 ... .373 InfraCapREITPfd PFFR 8.8 19.68 –0.45 .12 iPathGSCI nts GSP ... 7.51 –0.60 ...
VanEckGaming BJK 4.1 29.89 +0.88 1.2308 AvantisUSSCValue AVUV 1.9 33.51 –1.38 .1042 DirexRs1000GrOvVal RWGV .5 69.79 +5.08 .1856 FrankFTSEChina FLCH 2.1 23.33 +0.66 .4582 InfusiveComp JOYY ... 23.87 +1.02 ... iPathGoldETN GBUG ... 28.00 +0.33 ...
VanEckPharm PPH 1.8 59.74 +2.33 .3374 AwareUltShDur AWTM 2.7 48.46 +0.47 .092 DirexRs1000ValOvGr RWVG 2.6 41.72 –1.05 .6916 FrankFTSEEurope FLEE 3.9 19.81 –0.11 .3431 InnovNextProto KOIN 1.8 26.33 +0.52 .466 iPathPBBroadCmod BCM ... 23.16 –0.36 ...
VanEckRetail RTH .9 120.26 +8.26 1.0901 BNYM LC Core BKLC ... 54.17 +1.86 ... DirexRsSmOvLC RWSL 1.5 37.11 –1.39 .2968 FrankFTSEFrance FLFR 2.9 19.77 –0.20 .2828 InnovIBDBreakout BOUT ... 20.17 +1.19 ... iPathPBCrudeOil OLEM ... 9.91 –0.49 ...
VanEckSemiconduc SMH ... 132.11 +8.24 ... BNYM US MC Core BKMC ... 54.05 +0.38 ... DirexS&P500HiMin QMJ 1.4 46.57 +0.62 .1613 FrankFTSEGermany FLGR 3.2 17.90 –0.01 .0944 InnovIBDLdrs LDRS ... 18.38 +0.09 ... iPathBlmAgricult JJA ... 38.85 –1.17 ...
VanEckVideoGam ESPO .2 42.79 +2.96 .0834 BNYM US SC Core BKSE ... 53.77 –0.82 ... DirexZacksMLPHiIn ZMLP 25.7 5.84 +0.36 2.40 FrankFTSE HK FLHK 3.4 22.18 +0.36 .4084 InnovatorIBD50 FFTY ... 29.49 +1.64 ... iPathBlmAlum JJU ... 33.60 +0.71 ...
VangdEM GovBd VWOB 5.3 71.55 –0.73 .3585 BarclyiPathBCrude OIL ... 4.05 –0.83 ... DistillUSFundSt DSTL 1.1 27.60 +0.77 .2972 FrankFTSEIndia FLIN 1.2 17.07 +0.23 .0323 InnovLoupFrontier LOUP ... 24.59 +0.77 ... iPathBlmCoffee JO ... 37.04 –0.51 ...
VangdGlblxUS RE VNQI 10.1 44.22 –0.65 3.6471 BarclaysETN FI Enh FLEU ... 89.04 +1.18 ... EmgqEM Internet EMQQ 1.3 34.51 +1.89 .4549 FrankFTSEItaly FLIY 5.1 17.53 –0.71 .2244 InnovEAFEPwrJan IJAN ... 22.19 +0.03 ... iPathBlmCopper JJC ... 36.02 +1.02 ...
VangdIntrCorpBd VCIT 3.3 91.08 +0.34 .255 BarclaysFIEnhEur50 FFEU ... 61.57 +0.91 ... ETFMGAltHarvest MJ 7.6 11.52 +0.07 .10 FrankFTSEJapan FLJP 2.6 22.42 +0.19 .2976 InnovEAFEPwrJul IJUL .0 21.67 +0.16 .2347 iPathBlmCotton BAL ... 31.00 –0.57 ...
VangdIntermTrmTrea VGIT 2.0 70.46 +0.26 .1074 BarclaysETN HY FIYY ... 75.50 +2.33 ... ETFMG PrimeCyber HACK 1.6 39.40 +2.17 .58 FrankFTSEJapanHdg FLJH ... 21.73 +0.04 ... InnovEMPwrJan EJAN ... 24.26 +0.42 ... iPathBlmGrains JJG ... 40.71 –0.89 ...
VangdIntlDivApp VIGI 2.3 61.89 +1.19 .1382 Barrons400ETF BFOR .9 34.21 +0.14 .295 ETFMGPrmJrSilv SILJ 2.2 8.32 +0.23 .17 FrankFTSELatAm FLLA 5.6 16.12 –0.26 .4592 InnovEMPwrJuly EJUL ... 23.79 +0.39 ... iPathBlmIndMet JJM ... 36.66 +1.01 ...
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VangdIntlHiDiv VYMI 5.4 46.97 –0.41 .2772 BlkRkUSEqRotat DYNF 1.9 24.53 +0.63 .1139 ETFMG PrimeMob IPAY .0 40.67 +0.11 .015 FrankFTSEMexico FLMX 4.7 14.29 +0.04 .3613 InspireCpBdImp IBD 2.3 25.48 +0.11 .0454 iPathBlmLivestk COW ... 28.63 –0.39 ...
VangdLTCorpBd VCLT 3.7 103.85 –1.11 .3431 BlueStarIsrael ITEQ .0 39.54 +1.26 .01 ETFMGSitUltra VALT 1.8 48.70 +0.22 .0846 FrankFTSERussia FLRU 8.6 20.36 –0.49 .171 InspireGlblHope BLES 2.8 23.36 +0.02 .1337 iPathBBloomNatGas GAZ ... 19.87 –0.04 ...
VangdLong-TermTrea VGLT 2.0 102.36 +1.66 .1741 BrandValueETF BVAL 1.4 14.46 +0.16 .2089 ETFMG TravelTech AWAY ... 15.61 –0.14 ... FrankFTSESaudiAr FLSA 4.0 20.96 –0.38 .3599 InspireIntlESGETF WWJD .9 21.14 –0.26 .0915 iPathBlmNickel JJN ... 48.48 +0.60 ...
VangdMBS VMBS 2.6 54.15 –0.19 .1258 BreakwDryBulk BDRY ... 7.25 –0.10 ... ETRACS Alerian MLP AMU 16.0 7.03 +0.63 .2726 FrankFTSESAfrica FLZA 17.2 15.65 –0.30 .376 Inspire100ETF BIBL 1.5 27.71 +0.71 .0989 iPathBlmPlatinum PGM ... 37.79 +2.40 ...
VangdRuss1000 VONE 2.0 130.28 +3.72 .6364 CP HY Trend HYTR 3.3 23.57 +0.05 .014 ETRACSAlerianMLP AMUB 16.0 7.02 +0.60 .2726 FrankFTSE SKorea FLKR 2.5 17.83 +0.57 .4017 InspireS/MC Impact ISMD 1.5 20.14 –0.65 .1116 iPathBlmPrecMet JJP ... 56.93 –1.60 ...
VangdRuss1000Grw VONG 1.1 174.09 +8.66 .4918 CTracksETN2026 MLPE 18.2 8.93 +0.72 .4162 ETRACSAlernMLPInfr MLPB 16.6 9.47 +0.72 .3963 FrankFTSESwitz FLSW 1.3 25.57 +0.50 .0169 InvscActvUSRlEst PSR 3.8 78.48 –3.02 .6982 iPathBlmSofts JJS ... 34.83 –0.23 ...
VangdRuss1000Val VONV 3.0 95.69 +0.15 .7137 CTrksETNsMillerHwd MLPC 15.9 6.80 +1.37 .2696 ETRACSBloomETN DJCB ... 11.45 –0.25 ... FrankFTSETaiwan FLTW 3.4 25.23 +1.27 .8586 InvscAero&Def PPA 1.6 54.33 +0.63 .2875 iPathBlmSugar SGG ... 33.73 –0.61 ...
VangdRuss3000 VTHR 2.0 127.95 +3.29 .5821 CannabisETF THCX 5.2 8.10 +0.22 .4176 S&P2xDivAristoETN SDYL 8.7 62.04 –0.30 .4733 FrankFTSE UK FLGB 5.9 18.56 –0.17 .5304 InvscCA AMT-Fr PWZ 2.6 26.92 +0.12 .0563 iPathBlmTin JJT ... 39.62 +0.52 ...
no
VangdRuss2000 VTWO 1.8 98.30 –1.30 .1282 ChgFinUSLCFoss CHGX 1.0 20.61 +0.45 .2009 ETRACSMonthPay2x SMHB 86.8 3.19 –0.20 .1541 FrankIntMunOpp FLMI 2.7 24.80 +0.14 .0499 InvscCEFIncmComp PCEF 8.8 18.96 +0.12 .1486 iPathShillerCape CAPE ... 128.29 +0.63 ...
VangdRuss2000Grw VTWG .9 125.02 +1.23 .2343 Velocity4xAUDUSD UAUD ... 10.52 +0.03 ... ETRACS2xLvHiDiv HDLB 27.0 9.47 –0.47 .1506 FrankInvGradeCp FLCO 3.2 25.58 +0.47 .0757 InvscChinaTech CQQQ .0 52.13 +2.02 .0052 iPathSilverETN SBUG ... 21.76 –0.76 ...
VangdRuss2000Val VTWV 2.7 75.17 –3.40 .1059 Velocity4XCHFUSD UCHF ... 19.76 –0.14 ... ETRACS 2xLvWF LMLB 46.9 6.89 –0.39 .1493 FrankMuniBd FLMB 2.3 26.26 +0.17 .0531 InvscCleantech PZD .8 40.31 –0.21 .0749 iShAAA-ARtdCorpBd QLTA 2.8 56.79 –0.26 .128
VangdSTCpBd VCSH 2.9 81.18 +0.10 .202 Velocity4XEURUSD UEUR ... 13.65 –0.33 ... ETRACSNYSEPick PYPE 15.8 10.61 +0.85 .4272 FrankShtDurUSGovt FTSD 2.6 95.22 –0.28 .1612 InvscCurrShAUD FXA .3 63.54 +0.11 .0058 iShA/PDividend DVYA 7.2 30.55 +0.43 .4375
VangdShtTmInfltn VTIP 1.9 49.30 –0.24 .3514 Velocity4XGBPUSD UGBP ... 15.07 +0.13 ... ETRACSS&PGSCICrude OILX ... 11.84 –2.37 ... FrankUSCoreBd FLCB 2.0 25.91 +0.07 .0563 InvscCurrShGBP FXB ... 121.09 +0.26 ... iShAgencyBond AGZ 2.1 120.38 +0.42 .1622
VangdShortTermTrea VGSH 2.1 62.25 –0.01 .0797 Velocity4XJPYUSD UJPY ... 23.20 +0.68 ... ETRACS2xMLvWF BDCY 76.3 5.36 –0.15 .8541 FrankUSLowVol FLLV 1.4 34.33 +0.69 .0859 InvscCurrShCAD FXC .8 70.29 –0.22 .0559 iShCMBSETF CMBS 2.7 53.78 +1.00 .1231
VangdTotalBd BND 2.6 87.56 +0.08 .1905 Velocity4xUSDAUD DAUD ... 43.54 –0.78 ... ETRACS2xM092548 PFFL 15.5 15.90 –0.04 .1575 FranklinLibEM FLQE 7.7 23.19 +0.12 .2875 InvscCurrShEuro FXE ... 102.76 –0.62 ... iShGovt/CreditBond GBF 2.4 123.82 +0.10 .191
VangdTotalCpBd VTC 3.3 89.13 –0.19 .2557 Velocity4XUSDCHF DCHF ... 26.57 +0.11 ... ETRACSUBSBloomberg UCIB ... 11.18 –0.10 ... FranklinLibQGlbDiv FLQD 4.1 24.87 +0.20 .0993 InvscCurrShJPY FXY ... 88.29 +0.69 ... iSh10-20YTreasBd TLH 1.9 167.93 +1.70 .2222
VangdTotIntlBd BNDX 3.4 56.87 +0.30 .0505 Velocity4XUSDEUR DEUR ... 39.04 +0.82 ... ETRACSWFBusDev BDCZ 14.4 11.98 –0.38 .4474 FranklinGlbEquity FLQG 3.6 28.92 +0.54 .5623 InvscCurrShCHF FXF ... 94.94 –0.22 ... iSh0-5YTIPSBd STIP 2.3 100.94 –0.37 .1673
VangdTotIntlStk VXUS 3.7 44.40 +0.50 .1058 Velocity4XUSDGBP DGBP ... 30.54 –0.40 ... E-TRACS Agri UAG ... 13.92 –0.33 ... FranklinIntlEquity FLQH .8 23.46 +0.02 .2437 InvscDBComm DBC 2.2 11.44 –0.12 .2538 iShBloomRollSel CMDY ... 37.11 –0.40 ...
VangdTotWorldBd BNDW 2.9 80.58 +0.28 .1234 Velocity4XUSDJPY DJPY ... 22.25 –0.73 ... E-TRACS CMCI UCI ... 11.11 –0.12 ... GS ConnS&PGSCI GSC ... 11.98 –0.43 ... InvscDBAgriFd DBA 1.9 13.65 –0.13 .2572 iShCalifMuniBd CMF 2.0 61.00 +0.26 .1018
Velocity3xLgSilver USLV ... 44.67 –4.86 ... CitigrCTracksETN DIVC ... 23.29 –0.23 ... E-TRACS Food FUD ... 13.93 –0.47 ... GadsdenDynMult GDMA 1.8 24.67 +0.58 .0324 InvscDBBaseMet DBB 2.1 12.68 +0.34 .2725 iShAggrAllocation AOA 2.8 50.72 +0.88 .1621
VS2xVIXShortTerm TVIX ... 213.93 –35.07 ... ClaymoreIdxLnk GCE 14.5 9.90 +0.89 .2613 E-TRACS Gold UBG ... 42.42 –1.34 ... GlbBetaSmartIncm GBDV 6.7 13.82 –0.42 .232 InvscDBEnerFd DBE 3.1 8.37 –0.09 .2623 iShConsAllocat AOK 2.7 35.03 +0.19 .082
VSInvVIXMedTerm ZIV ... 32.08 –0.42 ... ClearUltShMat OPER 2.2 100.12 +0.03 .04 E-TRACS Silvr USV ... 18.85 –0.71 ... GlbXAdaptiveUS AUSF 3.9 19.56 –0.22 .2005 InvscDBG10Curr DBV 1.5 22.73 –0.07 .3445 iShCoreDivGrowth DGRO 2.7 35.94 +0.41 .2468
VSVIXShortTerm VIIX ... 82.60 –5.42 ... ColumbiaDivFixed DIAL 3.2 20.55 +0.38 .0527 ElemntsRogrAgri RJA ... 4.68 –0.12 ... GlbXCopperMiners COPX 2.1 13.54 +0.14 .0546 InvscDBGoldFd DGL ... 49.54 –1.20 ... iShCore5-10YUSDBd IMTB 2.8 51.57 +0.14 .1177
VicShDevEnhVol CIZ 3.3 25.49 –0.21 .1283 ColumbiaEMCoreXCh XCEM 2.9 20.34 +0.30 .5874 ElemntsRogrEngy RJN ... 1.35 –0.12 ... GlbXFTSENordReg GXF 2.9 18.86 +0.13 .0185 InvscDBOilFund DBO ... 6.17 –0.05 ... iShGrwthAllocation AOR 2.8 43.48 +0.44 .1857
VicShDivAccel VSDA 1.5 31.75 +0.64 .0351 ColumbiaEMConsumer ECON ... 20.55 +0.28 ... ElemntsRogrMtls RJZ ... 7.54 +0.04 ... GlbX FTSE SE Asia ASEA 3.5 11.68 +0.15 .1565 InvscDBPrecMetls DBP 1.2 43.73 –0.88 .5253 iShCoreHiDividend HDV 4.1 80.04 +1.24 .9144
VicShEMHiDivVol CEY 5.8 18.27 +0.07 .0543 ColumbiaIndiaCnsmr INCO .4 33.00 –0.26 .12 ElemntsRogrTr RJI ... 3.75 –0.18 ... GlbXFertilizersPot SOIL 1.6 6.49 –0.10 .0244 InvscDBSilverFd DBS ... 21.91 –0.71 ... iShCoreMSCIEM IEMG ... 43.13 +1.06 ...
VicShEMVolWtd CEZ 3.0 20.15 +0.29 .0311 ColumbiaMultMun MUST 2.5 21.27 +0.08 .0422 ElemntsSpectrmLC EEH ... 21.24 +4.39 ... GlbX GoldExplorers GOEX 1.8 23.38 +0.53 .4134 InvscDBUSDBear UDN ... 19.77 –0.07 ... iShCoreMSCIEurope IEUR 4.2 38.73 –0.12 .3957
VicShIntlHiDivVol CID 6.0 23.16 –0.56 .1399 ColumbiaResEnhCore RECS .6 19.03 +0.47 .106 ElemntsBiofuels FUE ... 5.16 +0.04 ... GlbX GuruIndex GURU .4 30.28 +1.04 .061 InvscDBUSDBull UUP 1.9 27.01 +0.06 .5261 iShMSCIIntlDev IDEV 4.0 46.40 +0.20 .7708
VicShIntlVolWtd CIL 3.0 31.51 –0.03 .1241 ColumbiaResEnhVal REVS .8 17.26 +0.07 .1449 ElemntsGrain GRU ... 2.71 –0.14 ... GlbXLithium&Batt LIT 2.1 24.51 +0.90 .2818 InvscDefEquity DEF 1.3 49.56 +0.64 .6475 iShCoreMSCIPacific IPAC 4.1 48.47 +0.60 1.1496
VicShUSDiscEnhVol CSF 1.5 34.76 –0.99 .0181 ColumbiaSustIntl ESGN 4.4 19.65 –0.34 .075 EnSelectSectorSPDR XLE 6.8 33.95 +0.04 .5658 GlbX MLP&Energy MLPX 10.1 7.22 +0.41 .5718 InvscDJIADiv DJD 3.4 32.97 +0.30 .2878 iShModAllocation AOM 2.7 37.94 +0.24 .1888
VicShUSEQIncmEnh CDC 3.1 45.20 –0.59 .0473 ColumbiaSustUSEqu ESGS 3.3 22.62 –0.24 .169 ER Entrepreneur30 ENTR .1 19.21 +1.18 .0144 GlbX MLP MLPA 18.5 3.85 +0.33 1.095 InvscDynBiotech PBE .1 52.11 +3.17 .029 iShCoreS&P500 IVV 2.2 287.58 +8.46 1.5314
VicShUS500EnhVol CFO 1.4 49.68 +0.22 .0293 CommSvsSPDR XLC 1.0 48.41 +1.84 .113 ERNonUSSC ERSX 2.0 13.78 +1.16 .2688 GlbXMSCIArgentina ARGT 1.8 17.88 +0.29 .0778 InvscDynBuilding PKB .6 23.49 –1.41 .0192 iShCoreS&P MC IJH 2.2 155.66 –2.39 .8009
VicShUS500Vol CFA 1.6 46.65 +0.33 .0731 CnsmrDiscSelSector XLY 1.5 112.93 +6.25 .4237 EthoClimateLeader ETHO .9 36.09 +0.11 .05 GlbXMSCIChinaCm CHIC .6 22.90 +0.65 .0499 InvscDynEnerExpl PXE 3.5 8.01 +0.34 .0436 iShCoreS&P SC IJR 2.0 59.32 –1.70 .2519
VicShUSLCHiDivVol CDL 4.2 37.98 –0.74 .1892 CnsStapleSelSector XLP 2.7 60.50 +2.37 .2874 FIEnhEurope50ETN FIEE ... 103.67 +1.16 ... GlXMSCIChinaCnsDisc CHIQ 1.1 17.03 +0.66 .0514 InvscDynFood&Bev PBJ 1.5 30.29 +0.36 .0745 iShS&PTotlUSStkMkt ITOT 2.1 63.55 +1.79 .2691
iShCore10+YUSDBd ILTB 3.2 74.27 +0.53 .1975 iShRussell1000Val IWD 3.0 108.92 +0.03 .7935 OverlayLCEq OVL 1.3 23.93 +0.76 .065 ProShrUS MSCI Jpn EWV .3 28.73 –0.52 .0421 SPFdsS&P500Sharia SPUS 1.5 19.01 +0.80 .0469 VangdGrowth VUG 1.0 176.37 +8.63 .3983
iShCoreUSAggBd AGG 2.5 117.25 ... .2487 iShRussell2000Gwth IWO .9 171.91 +1.86 .3193 OverlayMuniBd OVM 2.9 24.56 +0.15 .25 ProShUltMC400 MZZ 1.0 17.23 +0.43 .0143 SageESG InterCred GUDB 2.5 51.08 +0.95 .1009 VangdHlthCr VHT 1.6 189.31 +11.57 .445
iShCoreUS REIT USRT 4.3 41.91 –1.92 .4348 iShRussell2000 IWM 1.7 122.06 –1.66 .4199 OverlaySCEq OVS 1.4 18.92 –0.50 .04 ProShrUSOilGas DUG .3 64.12 –3.38 .0289 SchwabEM Equity SCHE 4.1 21.92 +0.49 .7335 VangdHiDiv VYM 3.5 77.88 +0.79 .5544
iShCurrHdgNikk400 HJPX 2.3 25.51 +0.04 .3679 iShRussell2000Val IWN 2.8 85.87 –3.76 .4505 PGIMActHYBd PHYL 7.1 36.93 +0.66 .2203 ProShUltShtQQQ QID 3.1 17.56 –2.77 .0654 Schwab5-10YCpBd SCHI 2.4 50.08 +0.34 .1056 VangdIndls VIS 2.2 117.80 –0.87 .6553
iShCurHdgMSCIUS HAWX 3.8 23.68 +0.28 .4535 iShRussell3000 IWV 2.0 164.76 +4.40 .7221 PGIMQMAStrAlphaItl PQIN 3.9 43.63 +0.04 .0481 ProShrUSRlEst SRS 1.5 18.74 +0.85 .0237 SchwabFundEmgLrg FNDE 4.8 21.70 +0.10 .8489 VangdIntermBd BIV 2.6 91.21 +0.61 .2037
iShCurrHdgMSCIAus HAUD 5.0 21.91 +0.17 .5611 iShMicro-CapETF IWC 1.7 71.04 –0.16 .2719 PGIMQMAStrAlSCG PQSG 1.1 39.40 +1.34 .0608 ProShUltShRus2000 TWM 1.1 16.00 +0.21 .0207 SchwabFundIntLrgCo FNDF 4.3 21.63 –0.23 .7005 VangdLC VV 1.9 132.02 +4.03 .639
iShCurrHdgMSCICda HEWC 2.2 23.18 +0.30 .2321 iShRussellMid-Cap IWR 1.9 48.04 +0.51 .266 PGIMQMAStrAlSCV PQSV 2.5 33.48 +1.05 .0967 ProShUltShtS&P500 SDS 1.8 23.73 –1.61 .0569 SchwabFundIntlSmCo FNDC 3.6 24.72 –0.01 .7405 VangdLT Bond BLV 3.1 110.59 +0.63 .6057
iShCurHdgMSCIEAFE HSCZ 4.4 24.31 ... .4522 iShRussellMCValue IWS 2.9 70.34 –1.16 .5893 PGIMUltraShBd PULS 2.8 49.18 +0.17 .1068 ProShrUSSemi SSG 2.0 10.19 –1.48 .0118 SchwabFundUSBrd FNDB 2.8 33.74 +0.31 .2224 VangdMegaCap MGC 2.0 101.40 +3.50 .4619
iShCurHdMSCIEurozn HEZU 3.5 25.00 –0.07 .7588 iShRussellTop200Gr IWY 1.1 94.62 +5.05 .2498 PIMCO25+YrZeroCoup ZROZ 1.7 180.18 +4.10 .85 ProShUltShtSilver ZSL ... 29.89 +1.44 ... SchwabFundUSLrgCo FNDX 2.8 34.53 +0.38 .2249 VangdMegaGrwth MGK 1.0 143.00 +7.56 .3047
iShCurHdgMSCIItaly HEWI 5.6 13.38 –0.56 .1934 iShRussellTop200 IWL 1.9 68.49 +2.34 .2641 PIMCO ActiveBd BOND 3.3 109.04 +0.30 .28 ProShUlShtSC600 SDD .6 15.61 +0.59 .0142 SchwabFundUSSmCo FNDA 2.0 27.61 –0.76 .0827 VangdMegaVal MGV 3.1 72.87 +1.12 .5072
iShCurrHdMSCIJapan HEWJ 3.3 28.09 +0.03 .3945 iShRussellTop200Vl IWX 2.9 48.37 +0.51 .3043 PIMCOBrdUSTIPSIdx TIPZ 1.9 62.08 –0.44 .16 ProShrUSTech REW 1.7 9.49 –1.27 .0097 SchwabIntmUSTrsr SCHR 2.1 58.71 +0.21 .0991 VangdMC VO 1.9 146.97 +1.85 .7357
iShCurHdgMSCIMex HEWW 4.6 13.05 –0.02 .2206 iShS&P100 OEF 2.1 131.97 +4.83 .5967 PIMCOEnhLowDur LDUR 3.1 99.41 +1.14 .22 ProShUltraSh20+ TBT 3.2 15.54 –0.56 .052 SchwabIntEquity SCHF 3.7 27.00 +0.14 .734 VangdMCGrowth VOT .9 143.61 +5.51 .2737
iShCurrHdgMSCISK HEWY 2.5 18.81 +0.81 .0163 iShS&PMC400Growth IJK 1.3 194.22 –0.17 .5072 PIMCOEnhShMaturESG EMNT 1.7 99.70 +0.50 .14 ProShrUSUtil SDP 1.0 11.65 +0.07 .0118 SchwabIntlSC SCHC 4.3 25.98 +0.12 .9543 VangdMC Val VOE 3.0 89.14 –1.42 .7792
iShCurHdgMSCISpain HEWP 5.5 16.34 –0.40 .3186 iShS&P500Growth IVW 1.4 184.93 +8.22 .5028 PIMCOEnhShMaturity MINT 2.5 100.29 +0.49 .17 ProShUltShtYen YCS ... 74.23 –1.04 ... SchwabLTUSTrea SCHQ 1.4 58.19 +0.93 .0719 VangdRealEst VNQ 4.2 76.11 –2.80 .6479
iShCurHdgMSCISwitz HEWL 2.1 28.44 +0.64 .5962 iShGlobalEnergyETF IXC 7.5 18.24 –0.45 1.4818 PIMCO15+USTIPSIdx LTPZ 1.9 81.84 –1.45 .29 ProShsVIXMTFut VIXM ... 39.03 +0.17 ... Schwab1-5YCpBd SCHJ 1.8 50.36 +0.24 .0769 VangdS&P500ETF VOO 2.0 263.61 +7.94 1.178
iShCurrHdgMSCIUK HEWU 5.4 18.99 –0.09 .4212 iShGlobalHealthcr IXJ 1.4 68.13 +3.68 .4789 PIMCOIntermMuniBd MUNI 2.3 54.61 +0.11 .10 ProShsVIXSTFut VIXY ... 32.08 –2.04 ... Schwab1000Index SCHK 2.1 27.90 +0.84 .1314 VangdS&P500 Grw VOOG 1.3 166.78 +7.68 .446
iShCybersecurity IHAK .3 27.31 +1.56 .1234 iShGlobalTechETF IXN 1.1 202.67 +9.26 1.083 PIMCOInvGrdCorpBd CORP 3.2 110.84 +0.90 .28 Qraft AI US Hi Div HDIV ... 22.13 +0.61 ... SchwabSrtTRmUSTrsr SCHO 2.1 51.68 ... .0685 VangdS&P500Val VOOV 2.6 102.71 +0.95 .6316
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iShUSBasicMaterial IYM 2.6 77.68 –2.19 .3409 iShGloblFinancials IXG 4.0 48.91 –1.76 .8192 PIMCO1-5USTIPSIdx STPZ 2.1 52.30 –0.36 .17 QRAFT AI US LC QRFT .4 26.30 +1.32 .9867 SchwabUS AggrBd SCHZ 2.7 55.68 +0.11 .1206 VangdS&PMC400 IVOO 2.0 105.52 –1.49 .2657
iShUSConsumerSvcs IYC 1.1 199.99 +9.28 .4896 iShS&P500Value IVE 2.8 106.03 +0.80 .8217 PIMCO DynMultEM MFEM 3.1 18.65 +0.32 .07 QRAFTAIUSLCMom AMOM .2 25.40 +1.35 .443 SchwabUS BrdMkt SCHB 2.1 67.19 +1.79 .3374 VangdS&P400Grwth IVOG 1.4 120.32 +0.10 1.7219
iShUSConsumerGoods IYK 2.5 121.15 +4.62 .586 iShIntlDevProperty WPS 9.2 28.89 –0.32 .2731 PIMCO DynMultIn MFDX 3.7 20.54 +0.05 .11 QuadIntRtVol IVOL 3.4 26.31 –0.49 .0785 SchwabUS Div SCHD 3.6 49.90 +1.18 .4419 VangdS&P400Val IVOV 2.5 90.85 –3.21 2.2747
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iShUSFinlServices IYG 2.4 110.20 –5.56 .7515 iShGlobalConsDiscr RXI 1.8 105.37 +3.09 .7383 PIMCO DynMultUS MFUS 2.5 25.87 +0.54 .17 RoboGlbHlthTch HTEC ... 26.53 +1.56 ... SchwabUS LC SCHX 2.1 68.18 +2.00 .3383 VangdS&P600 VIOO 1.9 108.38 –3.04 2.0859
iShUSHealthcare IYH 1.2 214.18 +13.46 .6126 iShGlobalUtilities JXI 3.8 53.72 –0.49 1.054 PIMCO RAFI ESG US RAFE 2.1 20.39 +0.09 .19 RoboGlblRobotics ROBO .4 36.40 +0.89 .1558 SchwabUS LC Grw SCHG .9 89.50 +4.50 .1668 VangdS&P600Grwth VIOG 1.4 125.99 –2.37 .2727
iShUSRealEstate IYR 3.7 76.09 –2.79 .5965 iShGlobalMaterials MXI 4.5 54.51 –0.10 .0627 PIMCOShrtTrmMuniBd SMMU 1.7 50.65 +0.41 .06 RPAR RiskParity RPAR .9 20.09 –0.01 .0387 SchwabUS LC Val SCHV 3.8 48.78 +0.29 .4183 VangdS&P600Val VIOV 2.4 91.05 –3.74 .3032
iShUSUtilities IDU 2.9 150.07 –1.53 1.1087 iShGloblIndustrial EXI 2.2 75.11 –0.17 1.1015 PIMCO0-5YrHiYdCorp HYS 5.5 89.48 –1.19 .36 RYZZ MgdFut RYZZ ... 21.87 +0.15 ... SchwabUS MC SCHM 2.0 45.94 –0.25 .1957 VangdST Bond BSV 2.2 82.71 +0.14 .1445
iShUS Energy IYE 6.1 17.92 +0.10 .2608 iShrsSP GSCI Cmdty GSG ... 9.34 –0.53 ... PPTYUSDivrsRealEst PPTY 4.1 25.90 –1.04 .2522 RealEstSectorSPDR XLRE 3.4 34.54 –0.99 .2018 SchwabUS REIT SCHH 3.8 34.99 –1.72 .117 VangdSC VB 1.8 124.90 –0.87 .4673
iShUS Finls IYF 2.3 104.84 –4.28 .6973 iShS&PMC400Value IJJ 2.8 117.98 –4.22 .9947 PacerAmEnIndepend USAI 26.1 13.05 +0.70 .18 RealityDIVS DIVY 2.0 18.85 –0.26 .5954 SchwabUS SC SCHA 2.0 55.50 –0.58 .2301 VangdTaxExemptBd VTEB 2.3 53.35 +0.19 .1055
iShUSHealthcarePrv IHF .7 189.24 +11.27 .2986 iShS&PSC600Value IJS 2.5 105.19 –4.21 .5326 PacerData&Infr SRVR 1.6 33.81 +0.49 .1568 RenaissanceIPO IPO .5 29.31 +2.10 .0657 Schwab US TIPs SCHP 1.9 58.64 –0.46 .2386 VangdTotalStk VTI 1.9 143.14 +3.78 .6136
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iShUSInsurance IAK 2.8 52.80 –2.05 .5062 iShGlblConStaples KXI 2.3 51.68 +1.45 .6042 PacerIndRealEst INDS 2.0 30.19 –1.15 .1059 RenaissanceIntlIPO IPOS .9 22.91 +0.30 .0301 SitRisingRateETF RISE ... 20.47 –0.18 ... VangdTotlWrld VT 2.7 68.11 +1.23 .2205
iShUSOilEquip&Svcs IEZ 7.0 6.70 –0.49 .1158 iShNATech-Mult IGN .7 47.98 –0.14 .1226 PacerRetRealEst RTL 7.7 14.28 –1.98 .5481 RivFrDynCoreIncm RFCI 2.4 26.04 +0.05 .0428 SmartTransport MOTO ... 22.49 +0.87 ... VangdUtilities VPU 3.0 132.80 –1.00 .8749
iShUSPharmaceuticl IHE 1.5 150.05 +6.00 .5866 iShSelfDrvngEV IDRV 1.5 23.34 +0.89 .1721 PacerCFRAStovall SZNE 1.7 24.37 +0.02 .2003 RivFrDynUSDiv RFDA 2.2 30.03 +0.67 .0367 SoFi50ETF SFYF .9 16.84 +0.26 .1405 VangdValue VTV 3.1 98.19 +0.82 .7605
iShUSRegionalBanks IAT 4.3 30.59 –2.56 .2701 iShShortNatlMuniBd SUB 1.6 106.55 +0.04 .1326 PacerFTSECnA50 AFTY 4.8 15.57 +0.29 .752 RivFrDynUSFlex RFFC 1.8 29.39 +0.60 .0316 SoFiNext500 SFYX 1.3 8.27 –0.06 .0826 VelocityShares3xIn DGAZ ... 239.83 –21.37 ...
iShUSMedDevices IHI .3 260.47 +14.62 .0212 iShSilver SLV ... 14.15 –0.19 ... PacerMilitEmp VETS 2.0 26.70 –0.59 .1385 RivFrDynUnconInc RFUN 4.8 24.37 –0.08 .1024 SoFiSelect500 SFY 1.1 10.23 +0.38 .082 VelocityShares3xLg UGAZ ... 28.62 +0.55 ...
iShESGUSAggBd EAGG 2.5 56.07 +0.20 .1035 iShTIPSBondETF TIP 1.9 120.60 –0.93 .176 PacerTrendFd TRND 1.1 23.74 +0.21 .2496 RivFrStratIncm RIGS 4.1 23.31 –0.32 .0957 SPDR DJRlEst RWX 12.7 27.61 –0.26 .2155 VesperUSLCShort UTRN .7 25.82 –0.44 .8496
iShEdgeMSCIIntlMom IMTM 2.4 27.89 +0.40 .2048 iShTreaFRBd TFLO 1.8 50.31 +0.02 .0247 PacerTrendpilot PTIN 1.1 23.47 +0.02 .2587 RoundBitEsports NERD .3 15.63 +0.84 .0496 SPDR DJREIT RWR 4.5 77.18 –3.79 .5829 VicShUSAACrIntBd UITB 3.0 52.23 +0.49 .1075
iShEdgeMSCIIntQual IQLT 2.7 27.28 +0.26 .2665 iShDowJonesUS IYY 2.0 140.47 +3.79 .5765 PacerTrendUSBd PTBD 2.2 25.84 +0.25 .123 SPDRBlackstoneSrLn SRLN 5.8 42.14 –0.23 .19 SPDR DJIA Tr DIA 2.5 242.43 +5.29 .1302 VicSh USAAShtBd USTB 2.7 50.22 +0.35 .0976
iShEdgeMSCIIntVal IVLU 4.8 18.00 –0.29 .3664 iShChinaLC FXI 3.1 38.41 +0.54 .7883 PacerUSCashCows BUL 1.2 22.11 +0.60 .0611 SPDRBloomBarCvSecs CWB 3.3 51.80 +1.74 .1197 SPDR EurSTOXX FEZ 3.5 30.70 –0.20 .0983 VicShUSAA EMVal UEVM 6.1 35.17 +0.45 .8977
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iShEdgeMSCIMinJapn JPMV 5.0 58.59 +0.31 .5574 iShUSBrokerDealers IAI 1.9 57.63 –0.10 .3946 PacificGlbSrLoan FLRT 4.5 45.41 +0.90 .157 SPDRBloomBarEMLoBd EBND 5.0 25.00 –0.08 .1008 SpdrSPIntDiv DWX 5.7 31.53 –0.08 .2411 VicSh USA SC Val USVM 3.9 39.41 –0.68 .0532
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iShEdgeMSCIMultInt INTF 4.6 21.40 +0.05 .5513 iShUSTech IYW .9 228.36 +12.44 .7253 PortfPlDevMk PPDM 4.7 17.39 +0.03 .1689 SPDRBloomBarInCpBd IBND .7 32.07 +0.38 .0157 SPDR S&P 500 SPY 2.0 286.64 +8.44 1.4056 VidentUSBdStrat VBND 3.0 49.19 +0.23 .2072
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iShMultiUSA MC MIDF 2.0 22.74 +0.17 .0892 JPM AlerianMLP AMJ 15.9 11.19 +0.84 .4328 PortfPlS&PMC PPMC 6.1 18.14 –0.43 .1647 SPDRBloomBarc1-10Y TIPX 2.7 19.91 –0.19 .0562 SPDR S&P Div SDY 3.2 86.95 –0.18 .6687 VirtusInfrUSPfd PFFA 13.5 16.17 +0.37 .15
iShEdgeMSCIUSASC SMLF 1.9 31.78 –0.36 .1144 JanusHendMtg JMBS 3.5 52.91 +0.36 .12 PortfPlS&PSC PPSC 2.0 23.67 –0.97 .2518 SPDRBloomBar1-3MTB BIL 1.8 91.56 +0.03 .0523 SPDR SP EmAsPac GMF 2.0 89.86 +2.67 .5886 VirtusLifeSciBio BBC ... 33.79 +2.33 ...
iShEdgeMSCIUSASize SIZE 1.9 79.08 +0.89 .429 JanusHenShrtDur VNLA 2.8 49.73 +0.35 .0795 PrincipalActIncm YLD 5.6 34.80 +0.46 .1585 SPDRBloomBarSTHYBd SJNK 6.1 24.65 –0.48 .1225 SPDR S&P Home XHB 1.3 32.74 –1.06 .1087 VirtusLifeSciBio BBP ... 43.02 +3.40 ...
HancockConsDisc JHMC 1.4 28.88 +1.20 .2254 SPDRBloomBarSTInTr BWZ .4 29.57 +0.07 .0082 VirtusNewDynCredit BLHY 5.3 22.58 +0.02 .0761
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iShEM Dividend DVYE 8.4 30.10 +0.39 .3535 PrincInvGrdCp IG 3.7 25.80 +0.27 .0777 SPDR IntlSC GWX 4.5 24.18 +0.17 .4098
iShEuropeETF IEV 3.9 36.76 ... .3056 HancockConsStpl JHMS 2.3 28.47 +0.74 .2904 PrincUltShtAct USI 2.7 24.88 +0.06 .0514 SPDRDoubleTRTact TOTL 3.3 48.72 –0.11 .1315 SPDR S&P MtlMng XME 3.6 17.95 –0.63 .0806 VirtusNewMultiBd NFLT 4.6 23.27 +0.63 .0823
iShExpTech IGM .6 237.15 +12.67 .4078 HancockDevIntl JHMD 4.0 23.74 +0.09 .3468 ProShDJBrkGlIn TOLZ 3.6 38.79 +0.35 .2385 SPDRDJGlbRealEst RWO 5.5 38.05 –1.30 .2787 SPDRS&POilGasExpl XOP 3.5 42.36 +0.86 .3785 VirtusPrvCrd VPC 14.6 16.45 +0.06 .35
iShFocusedValue FOVL 4.5 31.70 –1.80 .3569 HancockMultEM JHEM 3.0 20.89 +0.50 .1673 ProShDecRetail EMTY .5 42.59 –0.41 .0166 SPDREUROSTOXXSC SMEZ 2.9 49.11 –0.26 .33 SPDR S&P Pharm XPH .7 39.87 +1.60 .0717 VirtusRealAsset VRAI 5.0 17.33 –0.51 .15
iShGenomicsImm IDNA ... 31.02 +3.04 ... HancockEnergy JHME 12.0 11.86 –0.05 1.1549 ProShHdgReplic HDG .9 43.79 +0.20 .0421 SPDRIntGovBd WIP 3.1 49.17 –0.07 .1264 SPDR S&P Retail XRT 2.2 34.37 +0.82 .1749 VirtusReavesUtil UTES 2.1 37.77 ... .16
iShGlblComm IXP 2.4 56.04 +1.99 .447 HancockMultFinls JHMF 2.8 30.21 –1.31 .5206 ProShInflationExp RINF 2.4 22.79 –1.24 .0368 SPDRFactSetInnTech XITK .1 110.54 +7.78 .1604 SPDR S&P Semi XSD .6 94.00 +4.27 .1158 VirtusSeixSrLoan SEIX 4.9 23.56 +0.09 .0786
iShGlobal100 IOO 2.2 49.03 +1.79 .6513 HancockHealthcare JHMH 2.5 36.99 +2.09 .6712 ProShLgOnline CLIX ... 63.00 +5.08 ... SPDRGlobalDow DGT 3.3 72.21 +0.60 .3266 SPDRWelsFrg PSK 5.6 41.82 +0.14 .18 VolsharesLC VSL 1.4 28.27 –0.54 .0941
iShGlobalREITETF REET 7.2 20.14 –0.83 .2604 HancockIndustrials JHMI 1.7 30.77 –0.27 .3079 ProShOnlRetail ONLN ... 39.86 +3.06 ... SPDRGoldMini GLDM ... 16.79 ... ... SprottGoldMiners SGDM .2 25.74 +1.38 .0631 WBIBullBrGlbIncm WBII 4.0 23.24 +0.20 .0223
iShGoldTr IAU ... 16.08 –0.01 ... HancockLC JHML 2.0 35.52 +0.73 .3978 ProShRAFI L/S RALS 2.1 31.30 –1.11 .1353 SPDR Gold GLD ... 158.57 –0.12 ... SprottJrGoldMiners SGDJ .8 27.79 +0.83 .2196 WBIBullBrQu3000 WBIL .6 25.83 +0.58 .0216
iShiBoxx$InvGrCpBd LQD 3.2 130.56 –1.27 .31 HancockMatls JHMA 2.4 27.13 –0.80 .2951 ProShS&P500Bd SPXB 3.3 90.37 –0.23 .273 SPDRMFSSysCore SYE 1.9 76.80 +2.25 .2883 EcoLogicalStrat HECO .0 36.60 –0.04 .2031 WBIBullBrRsInc300 WBIE .8 26.04 +0.47 .0366
iShiBondsDec2020Cp IBDL 2.5 25.26 –0.06 .0466 HancockMultMedia JHCS .8 24.38 +0.76 .1655 ProShS&P500xEner SPXE 1.5 62.20 +1.82 .2051 SPDRMFSSysGrowth SYG 1.0 86.99 +4.04 .0823 USMktRotationStrat HUSE ... 28.73 +0.06 ... WBIBullBrTdUS WBIT 4.9 16.92 +0.20 .1944
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iShiBdsDec2028Cp IBDT 3.0 27.53 +0.30 .0784 HancockMC JHMM 1.3 31.23 –0.01 .2378 ProShS&P500xFin SPXN 1.6 60.92 +2.37 .2015 SPDRMFSSysValueEqu SYV 2.7 56.20 –0.21 .3178 SyntaxStratLC SSPY 1.9 41.99 +0.58 .7875 WBIBullBrTrdUSTR WBIN 7.3 16.28 +0.20
iShiBondsDec2025Cp IBDQ 3.1 26.01 +0.25 .0662 HancockMultiSC JHSC 1.5 20.62 –0.46 .1961 ProShS&P500xHlth SPXV 1.9 58.80 +1.34 .2466 SPDRACWILowCarbon LOWC 2.5 85.01 +1.84 .9969 TacticalIncm TBND .6 22.99 +0.01 .137 WBIBullBrVal3000 WBIF .7 25.62 +0.46 .0398
iShiBondsDec2024Cp IBDP 3.0 25.69 +0.05 .0645 HancockTech JHMT 1.3 52.02 +2.46 .4311 ProShS&P500xTech SPXT 2.0 51.41 +1.15 .2417 SPDREAFEFossilFr EFAX 3.3 58.96 +0.51 .7127 TechSelectSector XLK 1.3 89.26 +4.06 .3715 WBIBullBrYd3000 WBIG 1.6 22.62 +0.41 .0154
iShiBdsDec2029Cp IBDU 2.9 25.46 +0.24 .0565 HancockUtils JHMU 2.9 30.88 –0.30 .4913 ProShShtBasicMat SBM .4 19.38 +0.43 .0049 SPDRMSCIEAFEStrat QEFA 3.5 55.88 +0.54 .8598 TeucriumAgriFd TAGS ... 16.60 –0.11 ... WBIPwrFactorHiDiv WBIY 8.5 16.36 –0.77 .3408
iShiBondsDec2021Cp IBDM 2.6 25.00 +0.02 .0529 JPMBeta US MC BBMC ... 50.83 ... ... ProShShtDow30 DOG 1.2 52.14 –1.26 .055 SPDREMFossilFuelFr EEMX 3.1 54.19 +1.48 .2799 TeucriumCornFd CORN ... 12.41 –0.25 ... WedETFMGGlbCld IVES 1.6 30.29 +1.91 .08
iShiBdsDec2021Muni IBMJ 1.5
iShiBondsDec2027Cp IBDS 3.3
25.68
25.76
–0.02
+0.45
.0316
.0642
JPMCorpBdResearch JIGB 3.4
JPM DivAlt
JPM DivRetEM
JPHF 5.6
JPEM 4.8
m er
55.54
19.23
42.20
+0.35
–0.35
+0.31
.1485
1.0819
.1881
ProShShortEuro EUFX ...
ProShShXinhuaCh25 YXI .8
46.59
19.18
+1.02
–0.32
...
.011
SPDRMSCIEMStrat QEMM
SPDRMSCIUSAStrat QUS
SPDRMSCIWorldStrat QWLD
3.8
2.0
2.4
48.95
84.71
74.91
+0.45
+1.84
+1.21
.5223
.7156
.8309
TeucriumSoybeanFd SOYB ...
TeucriumSugarFd CANE ...
13.65
5.55
–0.35
–0.07
...
...
WedbushVideoGame GAMR 1.4
WisdTrAPxJp AXJL 4.1
WisdTrUSDBull USDU 2.9
46.75
56.37
28.38
+2.98
+0.82
+0.05
.165
.24
.8163
iShiBondsDec2026Cp IBDR 3.2 25.48 +0.12 .0678 JPMDivReturnEurope JPEU 3.6 47.79 –0.20 .1064 ProShShtFinls SEF .9 21.99 +0.78 .0196 SPDR NYSE Tech XNTK .6 83.79 +6.99 .1192 TeucriumWheatFd WEAT ... 5.51 –0.21 ... WisdTrCBOES&P500 PUTW 1.8 23.25 +0.17 .4183
iShiBondsDec2023Cp IBDO 2.9 25.76 +0.10 .0613 JPM DivRetGlEq JPGE 3.7 51.02 +0.41 .1845 ProShShortHY SJB 1.0 21.44 +0.45 .0125 SPDRNuvBBHYMuni HYMB 4.2 54.05 –0.16 .1799 TimothyHiDiv TPHD 2.9 20.58 –0.40 .0576 WisdTrChineseYuan CYB 2.0 25.08 +0.06 .5104
iShiBondsDec2022Cp IBDN 2.7 25.36 +0.11 .0565 JPM DivRetIntlEq JPIN 4.1 45.59 +0.16 .1337 ProShShMSCI EAFE EFZ 1.1 28.31 –0.17 .0086 SPDRNuveenMuniBd TFI 2.1 50.92 +0.06 .0838 TimothyPlanIntl TPIF 2.2 20.53 +0.01 .0836 WisdTrContComm GCC ... 14.96 –0.23 ...
iShiBdsDec2022Muni IBMK 1.5 26.03 ... .0328 JPM DivRetUS Eq JPUS 2.6 64.98 +0.57 .322 ProShShtMSCI EM EUM 1.0 19.47 –0.51 .0196 SPDRNuveenSTMuniBd SHM 1.4 49.16 +0.01 .0516 TimothyUSLC TPLC 1.1 22.70 +0.11 .0243 WisdTrEmgCurr CEW ... 16.54 –0.13 ...
iShiBdsMar23CpxFin IBCE 2.7 24.96 ... .0518 JPM Div US MC JPME 2.3 55.08 +0.01 .2205 ProShShtMC400 MYY 1.0 46.58 +0.46 .0152 SPDRPtfAggBd SPAB 2.8 30.52 –0.01 .0666 Timothy US SC TPSC 1.5 17.93 –0.67 .0211 WisdTrEMxSOE XSOE 2.4 26.16 +0.80 .021
iShiBdsMar2023Cp IBDD 2.8 26.95 –0.04 .0637 JPM Div US SC JPSE 1.9 23.09 –0.47 .0857 ProShShtOil&Gas DDG .4 35.19 –0.51 .023 SPDRPtfDevxUS SPDW 3.9 25.14 +0.20 .578 TortoiseNAPipeline TPYP 7.1 15.36 +0.34 .3098 WisdTrEM HiDiv DEM 6.2 34.11 +0.23 .0325
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iShiBdsSep2020Muni IBMI 1.3 25.42 +0.04 .0305 JPM EventDriven JPED 2.1 20.68 –0.08 .4372 ProShShortQQQ PSQ 1.7 22.23 –1.66 .0448 SPDRPtfEM SPEM 3.7 30.11 +0.61 .3821 TransamDeltaS&PEM DMRE 2.8 45.55 +0.41 .1847 WisdTrEMLocDebt ELD 5.8 30.20 +0.17 .14
iShiBoxx$HYCpBd HYG 5.4 81.09 –1.27 .3854 JPM L/S JPLS ... 18.23 –0.33 ... ProShShtRE REK .9 13.81 +0.47 .0079 SPDR PtfEurope SPEU 3.9 28.22 –0.08 .2027 TrueMarkESGActive ECOZ ... 25.00 +1.00 ... WisdTrEMMulti EMMF 3.6 18.67 +0.36 .0625
iShIntRtHdgCorpBd LQDH 3.1 88.40 –1.46 .2061 JPM MgdFutures JPMF 5.0 21.30 +0.38 1.0692 ProShShtRus2000 RWM 1.2 44.15 +0.32 .0499 SPDR PtfHYBd SPHY 6.7 23.88 –0.10 .1248 TrueMarkTechAI LRNZ ... 25.56 +1.91 ... WisdTrEM SC DGS 5.2 35.66 +1.01 .0633
iShIntRateHdgEM EMBH 4.7 20.08 –0.48 .063 JPMUSAggregateBd JAGG 2.6 27.57 ... .0537 ProShShrtS&P500 SH 1.4 24.57 –0.84 .0279 SPDRPtfIntermCpBd SPIB 2.9 35.26 –0.07 .0775 UBSNatGasMLPETN MLPG 21.2 8.06 +0.79 .4576 WisdTrEuropeHdg HEDJ 2.5 54.95 +0.40 .1012
iShIntRtHdgHiYdBd HYGH 5.1 80.18 –1.28 .3737 JPMUSDEMSovBd JPMB 5.1 44.39 –0.37 .1864 ProShSh7-10YrTr TBX 1.4 23.96 –0.14 .0229 SPDR PtfIntTrea SPTI 1.7 33.09 +0.03 .0357 UBS FIEnhGlbHY FIHD ... 131.60 +2.08 ... WisdTrEuropeHdgSM EUSC 4.2 24.63 –0.24 .0276
iShIntRtLTCpBd IGBH 3.7 22.04 –0.29 .0658 JPM US Dividend JDIV 4.5 20.92 –0.16 .1949 ProShShrtSC600 SBB .8 37.35 +0.85 .0097 SPDRPtfLTCorpBd SPLB 3.6 30.97 –0.19 .0871 UBS FIEnhLCGrw FBGX ... 288.36 +25.52 ... WisdTrEurQualDiv EUDG 2.7 23.24 +0.33 .1131
iShJPM EM LC Bd LEMB ... 37.76 –0.01 ... JPMUSMinimumVol JMIN 2.1 27.36 +0.39 .1327 ProShSh20+Tr TBF 1.9 15.27 –0.22 .0351 SPDRPtfLgTermTrea SPTL 1.9 47.90 +0.56 .0753 E-TRACS DJ Cmd DJCI ... 11.46 –0.25 ... WisdTrEuropeSC DFE 5.8 43.25 –0.76 .4349
iShJPX-Nikkei400 JPXN 2.2 54.59 +0.48 .7807 JPM US Moment JMOM 1.2 27.90 +1.01 .0763 ProShShtVIXST SVXY ... 33.16 +0.81 ... SPDR PtfGSM SPGM 2.9 36.38 +0.73 .6111 UBSWellsFargoETN BDCS 14.3 12.04 –0.33 .4474 WisdTrFRTrea USFR 1.8 25.10 –0.03 .005
iShLatinAmerica40 ILF 5.5 19.13 –0.41 .5705 JPM USQualFactor JQUA 1.8 28.28 +0.71 .0923 ProShUltBscMtls UYM 2.1 35.46 –2.21 .1227 SPDRPtfMtgBkdBd SPMB 3.1 26.67 –0.04 .0673 E-TRACS AlrInfr MLPI 16.6 9.47 +0.81 .3963 WisdTrGlbxUSQual DNL 2.5 57.18 +0.89 .245
iShLtCorpBd IGLB 3.6 67.79 –0.54 .2091 JPM US Value JVAL 3.7 22.27 +0.06 .2181 ProShUltBlmCrude UCO ... 1.58 –0.44 ... SPDRS&P500Value SPYV 2.9 28.47 +0.25 .2219 USCF SummerDynCom SDCI 1.2 12.81 –0.15 .0332 WisdTrGlbxUSREFd DRW 10.3 23.08 –0.23 .5689
iShACWILowCarbon CRBN 2.5 111.06 +2.46 1.5289 KFADynFixIncm KDFI 3.5 21.58 +0.32 .0713 ProshUltBlmNatGas BOIL ... 4.77 –0.03 ... SPDRPtfS&P1500 SPTM 2.1 34.92 +0.94 .2014 USCF SummerSHPEI BUY 1.2 13.29 –0.45 .0414 WisdTrGlbHiDiv DEW 4.8 36.55 –0.14 .3154
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iShMSCIAustralia EWA 5.3 16.83 +0.20 .4562 KFA LCQualDiv KLCD .9 23.19 +0.10 .2031 ProShUltCommSvs XCOM .8 41.15 +2.81 .0158 SPDRPtfS&P500 SPLG 2.1 33.66 +0.98 .1778 USCF SummerSHPEN BUYN .9 8.19 –0.16 .0167 WisdTrS&PChina500 WCHN 1.8 27.61 +0.56 .38
iShMSCIAustria EWO 4.8 13.55 –0.85 .1161 KFA SCQualDiv KSCD .8 21.33 –0.86 .1621 ProShUltCnsGds UGE 1.2 41.15 +2.97 .1118 SPDRS&P500Growth SPYG 1.5 40.08 +1.84 .1359 USEquCumDiv2027 IDIV 14.3 9.58 +0.27 .1275 WisdTrIndiaEarn EPI 1.1 17.47 +0.34 .0173
iShMSCIBRICETF BKF 2.0 37.79 +0.82 .2394 KnowldgLdrDevWrld KLDW 1.2 30.94 +0.67 .3599 ProShUltCnsSvs UCC .3 91.93 +10.89 .0395 SPDRS&P500HiDiv SPYD 6.7 26.92 –0.82 .3962 USEquityxDiv2027 XDIV ... 60.08 +1.82 ... WisdTrIndiaxSOE IXSE ... 18.79 +0.15 ...
iShMSCIBelgium EWK 3.7 15.14 –0.33 .3476 KraneBoseraChinaA KBA 1.6 30.80 +0.28 .4987 ProShUltDow30 DDM 1.1 36.01 +1.45 .124 SPDRPtfS&P400MC SPMD 2.2 27.40 –0.43 .1374 USGlbGOGold GOAU .2 15.56 +0.68 .0275 WisdTrIntDivxFin DOO 5.2 32.84 –0.10 .2085
iShMSCIBrazil EWZ 4.8 25.23 –0.42 .0973 KraneCCBSChCpHY KCCB 4.7 38.46 +0.81 .1472 ProShUlt Euro ULE ... 12.76 –0.15 ... SPDRPtfS&P600SC SPSM 2.2 23.09 –0.66 .0993 U.S.GlobalJetsETF JETS 2.7 14.35 –0.95 .3911 WisdTrIntlEquity DWM 4.3 40.87 –0.12 .1909
iShMSCICanadaETF EWC 2.8 23.38 +0.24 .3939 ProShUltFTSEEurope UPV .9 30.47 –0.31 .0668 USVeganClimate VEGN 1.2 24.54 +0.55 .0664
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KraneCICCChina KFYP ... 25.21 –0.07 ... SPDRPtfSTCpBd SPSB 2.7 30.89 +0.04 .0612 WisdTrIntlHdgQual IHDG 2.2 32.72 +0.72 .0455
iShMSCIChinaSC ECNS 3.7 35.70 +0.05 .6113 KraneCSIChInt KWEB .1 48.74 +2.81 .0413 ProShXinhuaChina25 XPP 5.1 49.06 +1.10 .1488 SPDRShtTermTrea SPTS 2.0 30.71 +0.01 .0335 UtilitiesSelSector XLU 3.2 60.53 –0.30 .474 WisdTrIntlHiDiv DTH 5.5 30.19 –0.35 .2002
iShMSCIColombia ICOL 5.2 8.12 –0.16 .2378 KraneEFdChina KCNY 3.1 31.35 –0.56 .0643 ProShUltFinls UYG 1.9 27.04 –2.47 .1164 SPDR PtfTIPS SPIP 2.7 29.47 –0.25 .1201 VanEckMerkGoldTr OUNZ ... 16.46 +0.01 ... WisdTrIntlLC Div DOL 4.2 37.87 ... .189
iShMSCI EAFE EFA 3.9 55.74 +0.17 1.3761 KraneElcVehicle KARS 2.1 21.00 +0.63 .4351 ProShUltraGold UGL ... 58.82 –2.71 ... SPDRRuss1000LowVol ONEV 2.7 67.64 –0.19 .4055 VanEckAfrica AFK 9.3 13.90 –0.08 1.2858 WisdTrIntlMC Div DIM 4.3 48.45 –0.34 .1484
iShMSCIEmgMarkets EEM 2.7 36.26 +0.91 .929 KraneEMCnsTech KEMQ 2.0 20.97 +0.75 .4219 ProShUltHlthCr RXL .3 116.28 +13.76 .1534 SPDRRuss1000Mom ONEO 2.2 60.61 +0.12 .3007 VanEckAgribus MOO 1.7 54.45 –0.40 .9091 WisdTrIntlMult DWMF 3.2 21.79 +0.12 .0446
iSh MSCI EM SC EEMS 3.5 33.80 +0.90 .8515 KraneEMHlthcrIndex KMED 1.7 22.40 +0.52 .3789 ProShUltraHY UJB 4.4 61.76 –1.88 .1813 SPDRRuss1000Yd ONEY 4.8 51.97 –1.03 .5511 VanEckBDCIncome BIZD 14.6 10.14 –0.39 .3562 WisdTrIntlSC DLS 5.0 50.08 –0.09 .287
iShMSCIFranceETF EWQ 3.3 24.12 –0.27 .0691 KraneChinaHlthCr KURE .2 25.64 +0.31 .0573 ProShUltIndls UXI 1.0 49.31 –0.37 .1795 SPDRMomentumTilt MMTM 1.8 123.97 +3.31 .5423 VanEckBrazilSC BRF 4.9 14.15 –0.04 .6972 WisdTrJapanHdg DXJ 3.0 43.15 –0.15 .065
iShMSCIFrontier100 FM 4.3 22.07 +0.79 .7928 KraneAllChina KALL 1.6 24.62 +0.55 .384 ProShUltBrazil UBR 2.1 18.07 –0.84 .0321 SPDRS&P1500ValTilt VLU 2.8 90.51 +0.62 .6253 VanEckChinaBond CBON 3.9 22.33 +0.17 .0664 WisdTrJapanSC DFJ 2.8 58.19 +0.06 .06
iShMSCIGermanyETF EWG 3.2 23.04 ... .7381 KraneMSCIChinaEnv KGRN ... 17.67 +0.96 ... ProShUltMSCIEAFE EFO .5 25.39 +0.11 .0536 SPDR S&P500MidGr MDYG 1.4 46.57 +0.01 .111 VanEckCSI300 PEK 1.7 36.17 +0.27 .6157 WisdTrMgdFut WTMF 1.7 35.85 –0.27 .6039
iShMSCIGlblAgriPrd VEGI 2.3 22.95 –0.57 .2688 KraneEMxChina KEMX 3.7 19.77 +0.29 .7363 ProShUltMSCIEM EET 2.2 47.62 +2.41 .0086 SPDR S&P400MidVl MDYV 2.9 37.90 –1.36 .2926 VanEckSMEChiNxt CNXT .4 30.12 –0.08 .135 WisdTrModTech PLAT .3 26.11 +1.17 .0806
iShMSCIGloblEnProd FILL 6.6 11.25 –0.46 .3136 KraneSh1Belt1Road OBOR 5.6 18.81 +0.19 1.0473 ProShrUltraJapan EZJ .2 26.55 +0.44 .0153 SPDRS&P600SmallCap SLY 2.0 51.24 –1.42 .222 VanEckCoal KOL 16.1 65.52 –0.28 10.546 WisdTrMtgPlBdFd MTGP 2.5 50.36 +0.13 .105
iShMSCIHongKong EWH 3.0 21.67 +0.49 .2085 LCGrowthETN2028 FRLG ... 124.63 +10.82 ... ProShUltMC400 MVV 1.4 22.78 –0.80 .0677 SPDR S&P600SCpGr SLYG 1.4 49.00 –0.91 .1227 VanEckEgypt EGPT 2.8 21.66 –0.13 .6047 WisdTr90/60USBal NTSX 1.0 28.45 +0.88 .0368
iShMSCIIndonesia EIDO 2.9 15.67 +0.29 .0458 LeaderAlphaUSCore LSAF .9 20.98 +0.06 .0402 ProShUltOilGas DIG 9.2 6.35 –0.07 .5363 SPDR S&P600SCapVal SLYV 2.7 43.00 –1.71 .2625 VanEckEM AggBd EMAG 5.4 19.11 +0.17 .0849 WisdTrUSDivxFin DTN 4.5 71.06 –0.28 .305
iShMSCIIreland EIRL 3.0 32.82 –0.55 .4262 LeutholdCore LCR ... 23.87 +0.27 ... ProShUltraQQQ QLD .1 113.25 +14.41 .0091 SPDR Aero Dfns XAR 1.3 80.80 +0.10 .4312 VanEckEMHYBond HYEM 7.0 20.69 +0.47 .1318 WisdTrUSHiDiv DHS 4.5 61.55 –0.07 .30
iShMSCIIsrael EIS 2.5 47.00 –0.05 .1696 MkVctrDbShtEur DRR ... 66.90 +0.76 ... ProShrUltraRE URE 2.1 50.88 –3.98 .1373 SPDRS&PBank KBE 3.7 28.16 –2.63 .1618 VanEckEnerIncm EINC 15.2 31.75 +1.07 .8535 WisdTrUSLCDivFd DLN 3.0 89.77 +1.41 .25
iShMSCIItaly EWI 5.5 20.53 –0.97 .2036 MatlsSelSectorSPDR XLB 2.5 50.26 –1.16 .2699 ProShrUltraRus UWM 1.2 36.45 –1.24 .0484 SPDRS&PCapitalMkts KCE 2.9 49.47 –0.62 .4021 VanEckEnvironSvcs EVX .6 83.09 –1.79 .4715 WisdTrUSLCFd EPS 2.2 31.03 +0.54 .1793
iShMSCIJapan EWJ 2.4 50.82 +0.44 .716 MerlynAIBullBr WIZ .4 24.11 –0.31 .0124 ProShUltraS&P SSO .7 108.88 +6.12 .1976 SPDREmMktsDiv EDIV 5.5 23.58 +0.18 .1849 VanEckGoldMiner GDX .6 29.94 +0.99 .1905 WisdTrUSMCDivFd DON 3.9 25.93 –0.82 .125
iShMSCIJapanSC SCJ 5.5 60.08 +0.71 1.1913 MicroSecCannabis MJJ ... 43.15 +0.86 ... ProShUltSemi USD .9 47.87 +5.46 .0726 SPDR S&P EM SC EWX 3.6 35.37 +0.82 .4201 VanEckGreenBd GRNB 2.0 26.96 +0.33 .0586 WisdTrUSMCFd EZM 2.3 28.47 –0.90 .1702
iShMSCIKLD400Soc DSI 1.6 108.25 +3.04 .5179 MicroSecCannabis2X MJO ... 33.98 +1.18 ... ProShrUl7-10Trs UST .9 75.51 +0.86 .1103 SPDRS&P500Buyback SPYB 2.8 54.67 –0.55 .6109 VanEckIndiaSC SCIF 1.9 22.52 +1.04 .4239 WisdTrUSQualShr QSY 2.0 70.99 –0.48 .2917
iShMSCIKokusaiETF TOK 2.4 62.97 +1.35 .6994 MicroFANG+ETN FNGS ... 60.76 +6.12 ... ProShUltSilver AGQ ... 21.24 –1.50 ... SPDRS&P500Fossil SPYX 1.8 70.86 +1.98 .3329 VanEckIndonesia IDX 3.5 13.65 +0.14 .4723 WisdTrUSSCDiv DES 4.4 18.83 –0.78 .06
iShMSCIMalaysiaETF EWM 3.5 23.59 +0.51 .3114 MicroSectFANG+Invr GNAF ... 33.33 –3.85 ... ProShUltSC600 SAA .7 48.04 –3.14 .1626 SPDRS&PGlbDividend WDIV 6.1 50.37 –1.15 .5756 VanEckIntlHYBd IHY 5.6 22.08 +0.28 .1025 WisdTrUSSCFd EES 2.3 23.56 –1.11 .1353
n-
iShMSCIMexico EWW 4.7 28.21 –0.05 .434 MicroFANG-3XInvr FNGD ... 4.68 –1.88 ... ProShUltTech ROM .2 136.54 +14.39 .1376 SPDRS&PGlbInfr GII 4.4 42.20 +0.17 .8724 VanEckInvtGrFR FLTR 2.9 24.45 +0.02 .0513 WisdTrUSTotalDivFd DTD 3.2 86.31 +0.49 .25
iShMSCINetherlands EWN 3.1 27.75 +0.19 .1386 MicroSectorsFANG3X FNGU ... 58.79 +15.24 ... ProShUltTelecom LTL 1.3 32.48 +0.49 .1861 SPDRS&PGlbNatRes GNR 5.3 33.66 –0.55 .9578 VanEckIsrael ISRA 1.6 29.89 +0.52 .4849 WisdTrUSTMFd RESP 2.7 30.48 +0.62 .1687
iShMSCIPacificxJp EPP 4.9 36.63 +0.61 .8424 MicroFANG-2XInvr FNGZ ... 18.34 –4.57 ... ProShUlt20YrTr UBT 1.1 140.45 +4.75 .3198 SPDRS&PHlthCareEqp XHE .0 80.30 +3.28 .0032 VanEckJPMEMLCBd EMLC 7.1 28.84 –0.02 .1427 WisdTrYdEnhGlbAgg GLBY 3.9 26.52 +0.41 .035
iShMSCIPeru EPU 4.0 24.85 +0.72 .6657 MicroSectFANG+2X FNGO ... 60.43 +11.20 ... ProShrUltraUtil UPW 1.5 52.69 –1.57 .2586 SPDRS&PHlthCareSvs XHS 2.8 62.36 +1.38 .0327 VanEckJrGold GDXJ .5 36.37 +0.72 .1638 WisdTrYdUSAggBd AGGY 3.0 53.28 +0.36 .13
iShMSCIPhilippines EPHE 1.1 24.65 +1.03 .2371 MicroUSBigBkInv KNAB ... 50.14 +2.43 ... ProShUltVIXST UVXY ... 44.65 –4.82 ... SPDRS&PInsurance KIE 2.4 26.49 –1.19 .1592 VanEckLong/Flat LFEQ 1.6 26.82 +0.79 .4348 XtrkrsFTSEDevXus DEEF 4.7 22.75 –0.16 .0827
iShMSCIPoland EPOL 3.5 14.96 +0.60 .4887 MicroUSBigBk3X BNKD ... 25.06 +2.67 ... ProShUltraYen YCL ... 55.97 +0.78 ... SPDRS&PInternetETF XWEB .7 75.15 +4.03 .0219 VanEckLowCarbon SMOG ... 67.10 +1.95 ... XtrkrsHarvCSI300 ASHR 1.1 26.98 +0.28 .2899
iShMSCIRussia ERUS 10.3 30.43 –0.72 .6448 MicroUSBigBk3X BNKU ... 12.37 –2.98 ... ProShUltDow30 UDOW 1.1 54.57 +3.01 .08 SPDRS&PKenCleanPwr CNRG 1.7 40.76 +0.96 .3091 VanEckMtgREIT MORT 16.0 10.99 –0.50 .368 XtrkrsHarvCSI500 ASHS .6 26.95 –0.21 .1573
iShMSCISaudiArabia KSA 2.7 24.40 –0.28 .301 MicroUSBigBk2X BNKZ ... 40.25 +3.41 ... ProShUltMC400 UMDD 1.3 35.78 –2.48 .0625 SPDRS&PKenFinalFr ROKT .9 28.80 +0.32 .0526 VanEckNatRscs HAP 3.7 27.01 –0.30 1.00 XtrkrsHiBetHYBd HYUP 7.6 43.20 –0.10 .2601
no
iShMSCISingapore EWS 6.3 18.07 +0.17 .6824 MicroUSBigBk2X BNKO ... 25.20 –3.59 ... ProShUltRus2000 URTY .5 22.25 –1.34 .1182 SPDRS&PKenFut FITE 1.3 33.28 +0.65 .3114 VanEckOilRefin CRAK 2.2 18.84 –0.31 .4134 XtrkIntlRealEst HAUZ 4.9 22.11 –0.13 .2465
iShMSCISouthAfrica EZA 6.8 30.22 –0.24 1.3147 MicrUSBigOilInv YGRN ... 67.76 –0.03 ... ProShUltS&P500 UPRO .7 36.85 +2.96 .0566 SPDRS&PKenInt SIMS 1.7 25.19 –0.18 .0456 VanEckOilSvcs OIH 6.5 90.04 –8.36 5.81 XtrkrsJpnJPXNik400 JPN 2.8 24.73 +0.21 .3648
iShMSCISthKorea EWY ... 50.77 +1.83 ... MicrUSBigOil3InLv NRGD ... 61.03 –0.23 ... ProShUltShtDow30 SDOW 2.2 32.89 –2.60 .0662 SPDRS&PKenNewEc KOMP 1.0 31.24 +0.96 .0646 VanEckPfdSecsxFin PFXF 6.0 17.92 –0.03 .0851 XtrrsLowBetHYBd HYDW 4.7 48.57 –0.28 .1839
iShMSCISpain EWP 5.2 20.56 –0.57 .6781 MicrUSBigOil3Lev NRGU ... 2.77 –0.33 ... ProShShtMC400 SMDD 1.0 7.13 +0.17 .0079 SPDRS&PKenSmart HAIL 2.0 23.47 +0.75 .1507 VanEckRareEarth REMX 2.1 30.27 +0.18 .6441 XtrkACWIxUSESGLd ACSG 3.8 23.13 +0.28 .4749
iShMSCISweden EWD 5.1 26.63 +0.02 .9489 MicrUSBigOil2InLv NRGZ ... 70.78 –1.89 ... ProShShtRus2000 SRTY 1.5 21.76 +0.30 .0332 SPDRS&PNAmNatlRscs NANR 2.6 25.94 +0.29 .2825 VanEckRealAsset RAAX 3.2 19.22 ... .6087 XtrkrsMSCIAllChina CN 4.5 32.32 +0.65 1.4423
iShMSCISwitz EWL 2.0 37.07 +0.79 .7499 MicrUSBigOil2Lev NRGO ... 11.05 –0.75 ... ProShUltS&P500 SPXU 2.4 16.27 –1.77 .0416 SPDRS&POil&GasEq XES 5.0 24.58 –2.50 .2683 VanEckSteel SLX 4.2 22.93 –0.49 .9715 XtrkrsMSCIAWxUS HDAW 5.0 19.82 –0.22 .1291
iShMSCITaiwan EWT ... 36.09 +1.83 ... MSCushMLPHI MLPY 24.7 2.26 +0.19 .1445 ProShUltShrt20YTr TTT 3.8 7.08 –0.39 .0867 SPDRS&PRegionalBkg KRE 4.0 33.99 –3.39 .3371 VanEckUnOil&Gas FRAK 3.9 51.86 –0.24 2.00 XtrkrsMSCIAWxUS DBAW 3.4 24.47 +0.25 .3967
iShMSCIThailand THD 3.3 63.72 +3.08 .0608 NationwideMaxDivEM MXDE 1.6 18.50 +0.52 .3014 ProShUltShtAUD CROC ... 66.72 –0.60 ... SPDRS&PSft&Svs XSW .5 90.23 +3.66 .3234 VanEckUranium NLR 2.7 43.47 +0.11 1.1787 XtrkMChinaAIncl ASHX .9 19.80 +0.10 .3737
iShMSCIUSAESGSelct SUSA 1.7 121.70 +2.73 .4672 NationwideMaxDivUS MXDU 1.8 28.30 +0.92 .5206 ProShUSBscMtls SMN .5 26.55 +1.08 .0206 SPDRS&PTechHardwr XTH 1.0 62.88 –0.58 .1229 VangdCnsmrDiscr VCR 1.3 169.96 +11.22 .366 XtrkESGLeaders EASG 3.6 22.14 +0.16 .3024
iShMSCIUSAEqWeight EUSA 2.1 51.66 +0.45 .3224 NationRiskBaseIntl RBIN 3.1 21.97 +0.49 .6829 ProShUltBloomCrd SCO ... 31.86 +6.54 ... SPDRS&PTelecom XTL 1.0 64.83 –0.17 .1505 VangdCnsmrStpls VDC 2.5 152.52 +5.45 .6177 XtrkrsMSCIHiDiv HDEF 5.0 19.04 –0.09 .1296
iShMSCIUK EWU 5.7 24.85 –0.14 .5988 NationRiskBasedUS RBUS 2.0 27.66 +1.57 .563 ProShUltShBlmGas KOLD ... 51.27 –0.71 ... SPDRS&PTransport XTN 1.7 45.73 –0.77 .1765 VangdExtMkt VXF 1.5 99.30 +0.82 .166 XtrkrsMSCIEAFE DBEF 3.6 28.11 +0.10 .3446
iShMSCIWorldETF URTH 2.5 84.87 +1.85 1.2137 NationRiskMgd NUSI 7.4 26.22 +1.68 .1527 ProShUltShCmSvs YCOM 2.3 25.82 –4.00 .0537 SPDRSSGAFxScRt FISR 3.5 31.55 +0.10 .063 VangdInfoTech VGT 1.3 235.57 +10.69 .8409 XtrkrsMSCIEMESG EMSG 4.3 22.68 +0.68 .7681
iShMorningstarLC JKD 2.5 162.12 +3.24 .7728 NatixisShrtDur LSST 2.5 25.30 +0.20 .0804 ProShUSCnsmrGd SZK 1.5 10.38 –0.93 .0084 SPDRGenderDivers SHE 2.2 65.32 +1.09 .316 VangdMatrls VAW 2.4 106.50 –2.65 .5386 XtrkrsMSCIEM DBEM 3.0 20.29 +0.59 .1808
iShMornLCGrowth JKE .5 210.52 +11.86 .2261 NatixisSeeyondIntl MVIN 6.2 36.79 +0.67 1.5161 ProShUSCnsmrSvc SCC 2.2 12.80 –1.71 .0034 SPDR US LC Low Vol LGLV 2.2 99.18 +0.18 .4686 VangdSC Grwth VBK .7 165.33 +3.19 .2471 XtrkrsMSCIEurope DBEU 3.4 25.54 +0.13 .2428
iShMornLCValue JKF 3.5 95.63 +0.96 .8882 NoShoreGlUran URNM ... 26.14 +3.28 ... ProShUltDow30 DXD 1.5 22.70 –1.15 .0384 SPDR SSGA US XLSR 1.4 30.88 +0.72 .1249 VangdSC Val VBR 2.8 94.93 –2.86 .3999 XtrkrsMSCIEurozone DBEZ 3.6 26.18 –0.13 .1662
iShMorningstarMC JKG 1.7 168.32 –1.00 .681 NuvESGHYCorpBd NUHY 5.9 23.35 +0.43 .1245 ProShUltShEuro EUO ... 28.61 +0.38 ... SPDR US SC LowVol SMLV 3.8 68.91 –3.42 .4538 VangdCommSvcs VOX 1.1 83.73 +3.24 .1857 XtrkrsMSCIGermany DBGR 2.6 23.31 +0.09 .0096
iShMornMCGrowth JKH .3 247.05 +11.52 .1086 NuvESGUSAggBd NUBD 2.4 26.89 +0.09 .0505 ProShUltChina50 FXP .9 58.42 –1.97 .0207 SPDRSolactCda ZCAN 3.2 49.14 +0.52 .6064 VangdDivApp VIG 1.8 114.54 +3.21 .474 XtrkrsMSCIJapan DBJP 3.0 36.39 +0.12 1.09
iShMorningstarSC JKJ 1.9 133.80 –4.14 .676 NuvEnhYd1-5Y NUSA 2.7 25.25 +0.14 .0537 ProShrUltShFTSEEur EPV .7 33.53 –0.14 .0143 SPDRSolactGermany ZDEU 3.3 47.08 –0.03 ... VangdEnergy VDE 6.2 44.76 +0.10 .672 XtrkMSCIKokusai KOKU ... 53.47 +2.14 ...
iShMornSCGrowth JKK .3 181.68 +4.41 .0594 NuvEnhYdUSAgg NUAG 3.4 25.51 ... .0555 ProShUltShFin SKF .9 15.80 +1.01 .0084 SPDRSolactHK ZHOK 3.0 56.80 +1.15 .7535 VangdExDurTreas EDV 1.9 171.16 +2.75 .8378 XtrkMSCILatAmPac PACA 4.4 15.75 +0.40 .2588
iShMornSCValue JKL 3.9 91.76 –4.13 .9131 OShsFTSEEurQltyDiv OEUR 4.4 20.92 –0.05 .0686 ProShUltShGold GLL ... 40.24 +1.63 ... SPDRSolactJpn ZJPN 2.7 67.06 +0.57 .7168 VangdAWxUSSC VSS 4.3 83.91 +0.77 2.15 XtrkUSAESGLdrs USSG 1.8 26.41 +0.71 .1103
iShNatlMuniBd MUB 2.4 113.51 +0.39 .2275 OShRussSC Qu OUSM 2.7 22.48 –0.27 .0703 ProShrUSHlthCr RXD 1.8 14.05 –1.95 .0167 SPDRSolactUK ZGBR 6.2 38.33 –0.16 1.2589 VangdFTSEDevMk VEA 3.7 34.98 +0.20 .1312 XtrkrsMuniInfra RVNU 2.7 27.42 +0.05 .0506
iShNewYorkMuniBd NYF 2.2 56.45 +0.25 .1004 OShFTSEUSQual OUSA 2.7 32.19 +0.87 .0921 ProShrUSInd SIJ 1.0 12.40 –0.17 .038 SPDRSSgAGlbAll GAL 3.5 34.50 –0.11 .1392 VangdFTSE EM VWO 4.0 35.63 +0.81 .0581 XtrkrsRussell1000 DEUS 2.3 28.96 –0.02 .1574
iShResRealEst REZ 3.6 59.79 –2.56 .503 OShGlbInternet OGIG ... 28.18 +2.28 ... ProShUltra7-10 PST 2.0 15.43 –0.23 .0175 SPDRSSgAIncmAllctn INKM 5.2 29.08 –0.37 .2379 VangdFTSE Europe VGK 4.1 45.25 –0.11 .2458 XtrkRuss1000USQu QARP 2.4 25.77 +0.67 .1399
iShRobotics&AI IRBO .8 24.60 +1.15 .1155 OpusSCValue OSCV 2.8 19.56 –0.51 .1269 ProShUltBrazil BZQ 1.0 29.10 +0.79 .0185 SPDRSSgAMultiAsset RLY 4.5 20.02 –0.24 .0701 VangdFTSE Pac VPL 3.2 57.75 +0.86 .0115 XtrkS&P500ESG SNPE 1.9 25.19 +0.80 .1494
iShRussell1000Gwth IWF 1.0 169.49 +8.51 .4254 OverlayCoreBd OVB 2.8 25.64 +0.14 .25 ProShrUS MSCI EAFE EFU .6 25.57 –0.28 .0083 SPDRSSgAUltraShrt ULST 2.5 39.56 +0.22 .0657 VangdFinls VFH 3.1 54.40 –2.55 .3691 XtrkrsShDurHYBd SHYL 6.4 44.69 –0.58 .233
iShRussell1000 IWB 2.0 157.68 +4.72 .7438 OverlayFgnEqu OVF 4.6 21.68 +0.27 .4999 ProShUltMSCIEM EEV .9 42.34 –2.57 .0261 SPFdsDJGlbSukuk SPSK ... 19.14 ... ... VangdFTSEAWxUS VEU 3.7 43.08 +0.39 .1177 XtrkrsUSDHYCorpBd HYLB 6.1 46.31 –0.57 .2165
Preferred Stock Listings

Includes preferred like and Net Net Net Net Net Net Net
repackaged securities Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg
Net GeneralFinSrNt21 .5078 8.5 23.80 0.16 AegonCapSec AEB .2528 4.4 22.78 0.15 BrookfieldDTLAPf 2.25 16.6 11.50 –1.50 DynagasLNG PfdA .5625 13.5 16.61 0.66 HighlandIncmPfdA .3359 5.9 22.81 –0.29 PartnerRePfdG .4063 6.3 25.65 –0.18 SouthernNts77 .3281 5.1 25.67 –0.07
Stock Div Yld Close Chg GladstoneNts2023 .3828 6.7 22.90 –0.10 AffiliatedMgrDeb .3672 5.9 24.96 0.36 BrookfdRenewPfdA17 ... 24.90 2.55 DynexCapPfdB .4766 8.3 22.90 0.76 HoeghLNG PfdA .5469 11.3 19.29 2.18 PartnerRePfdH .4531 6.9 26.26 0.42 SpecialOppFdPfB .2188 3.5 25.03 –0.18
GladstoneNts2024 .3359 6.3 21.46 –0.47 AirLeasePfdA .3844 8.8 17.56 –0.35 BrunswickNts2048 .4063 6.6 24.57 0.26 DynexCapPfdC .259 7.7 22.33 0.03 HorizonTechNts22 .3906 6.9 22.60 0.41 PartnerRePfdI .3672 6.0 24.60 0.11 SpirePfdA .3688 5.5 26.64 0.21
NYSE AMER GladstonePfdD .1458 8.6 20.41 0.41 AlabamaPwrPfdA .3125 4.7 26.61 0.14 BrunswickNts2049 .4141 6.7 24.75 0.05 EPR PropPfdC .3594 8.5 16.86 –0.34 InnovativeIndPfdA .5625 8.1 27.93 0.93 PebblebrookPfdC .4063 9.0 18.15 –0.55 SpiritRealtyPfdA .375 6.7 22.40 –1.08
GladstonePfdE .138 8.1 20.49 1.59 AlgonquinNt2079 .3875 6.0 25.92 –0.19 BrunswickNts2049 .3984 6.6 24.18 –0.04 EPR PropPfdG .3594 9.1 15.74 –0.16 IntlSeawaysNts23 .5313 8.7 24.52 0.48 PebblebrookPfdD .3984 9.0 17.75 –0.90 StateStreetPfdD .3687 5.6 26.35 0.66
BancroftFdPfdA .3359 5.3 25.28 0.16
GladstonePfdD .1302 6.7 23.30 0.70 AlgonquinPwrNt .4297 6.6 26.19 0.04 CAI IntlPfdA .5313 11.6 18.34 0.64 EPR PropPfdE .5625 8.6 26.11 0.07 InvescoMtgPfdA .4844 14.5 13.35 –3.15 PebblebrookPfdE .3984 8.9 17.90 –0.85 StateStreetPfdG .3343 5.0 26.85 0.28
BluerockREITPfdC .4766 9.3 20.40 0.70 SteelPtrsPfdA .375 8.7 17.21 –0.12
GladstoneInvPfdE .1328 6.9 22.95 0.66 AllianzGI PfdA .3516 5.6 25.03 –0.24 CAI IntlPfdB .5313 12.6 16.89 –2.11 EaglePointNts27 .4219 7.7 21.88 –0.16 InvescoMtgPfdB .4844 16.1 12.06 –3.12 PebblebrookPfdF .3938 8.8 18.00 –0.55
BluerockResPfD .4453 9.7 18.30 0.18 StellusCapNt22 .3594 7.0 20.50 0.10
GladstoneLandPfd .1328 6.3 25.31 0.11 AllianzGI PfdA .3438 5.5 24.85 –0.15 CBL AssocPfdD .4609 156.3 1.18 0.20 EaglePointNts28 .418 7.8 21.50 ... InvescoMtgPfdC .4688 15.8 11.89 –3.54 PA Reit Pfd D .4297 27.0 6.37 1.77
BluerockResPfdA .5156 10.3 20.05 –0.21 SterlingBncpPfdA .4063 6.8 23.90 –0.30
GlbIndemnityNts .4922 8.8 22.27 –1.53 AlliedCap Nts .4297 7.0 24.50 0.15 CBL AssocPfdE .4141 145.3 1.14 0.26 EaglePointPfdB .1615 9.0 21.45 –0.35 InvestorsRE PfdC .4141 6.3 26.16 1.16 PA Reit Pfd B .4609 28.6 6.44 2.29
cbdMD PfdA .0667 13.8 5.81 –0.69 StifelFinlPfdA .3906 6.2 25.28 –0.07
GlobalIndemNt .4844 8.6 22.65 –0.65 AllstateDeb .3187 4.9 25.86 0.11 CIT PfdB .3516 7.3 19.34 –2.07 ElPasoEngy pfC .5938 5.3 44.50 –3.42 iStarPfdD .50 8.9 22.57 –0.37 PennREITPfdC .45 33.0 5.46 1.05
EllsworthPfdA .3281 5.2 25.11 0.18 StifelFinlPfdB .3906 6.3 24.81 0.07
GolarLNG PfdA .5469 14.2 15.46 0.41 AllstatePfdG .3516 5.3 26.58 0.30 CMSEnerDeb78 .3516 5.4 26.20 ... EllingtonFinPfdA .4219 9.4 17.95 –1.80 iStarPfdG .4781 8.8 21.85 0.06 PennyMacMtgPfA .5078 9.7 20.95 0.99
GAMCOGlbGoldPfB .3125 5.1 24.75 0.15 Strats Dom GJP .0635 3.8 21.00 –0.30
.
GreatElmNts22 .4063 9.3 17.54 –0.64 AllstatePfdH .3187 5.1 25.06 0.60 CMSEnerNts2078 .3672 5.5 26.90 0.15 EnbridgeNts2078 .3984 6.7 23.75 –0.10 iStarPfdI .4688 8.9 20.96 –0.30 PennyMacPfdB .50 10.2 19.67 0.02
GabelliPfdB .50 3.9 50.82 0.32 Strats GSG GJS .027 3.5 19.15 –0.03
GreatElmNts24 .4108 9.4 17.24 –0.61 AllstatePfdI .2969 4.8 24.91 0.41 CMSEnerNts2079 .3672 5.4 27.28 –0.03 EnergizerPfd. 1.875 9.8 76.65 –1.80 JerniganCapPfdB .4375 7.6 23.02 0.32 PitneyBowesNt43 .4187 15.0 11.15 0.76
ly
GabelliGoAnyPfdA .50 5.0 40.18 0.45 Strats PG GJR .0429 2.7 22.70 0.95
GreatElmNts25 .4219 9.9 17.00 0.50 AlteraIPfdB .5313 13.9 15.30 2.33 CABCO SBC Comm .2054 3.9 21.51 0.76 EnerTransferPfdD .4766 10.6 18.06 –0.42 JPMChasePfdEE .375 5.6 26.91 –0.18 PPlus CZN-1 1.0469 29.9 7.01 0.32
HillmanGroupPfd .2417 10.4 27.97 –0.54 AlteraPfdA .4531 13.0 13.92 0.73 Cabco JCP PFH .9531 193.9 .98 –1.02 EnerTransferPfdE .475 10.1 18.85 0.17 JPMorganPfdAA .3812 6.0 25.62 –0.01 PPlus GSC-2 .1922 4.1 19.97 0.48 Strats USC GJH .3187 6.8 9.39 0.24
HancockNts2045 .3719 6.3 23.73 0.28
HowmetAeroPfd .9375 5.9 64.00 –3.00 AlteraPfdE .5547 14.1 15.75 1.85 CapitalOnePfdG .325 5.4 23.98 –0.63 EnerTransferPfC .4609 10.4 17.79 –0.61 JPMorganPfdBB .3844 6.0 25.64 –0.02 PPlus RRD-1 .7875 9.4 16.69 1.69 Strats WlMrt GJO .0258 3.0 21.30 0.20
HarvestCap6.125Nt .3828 7.8 19.60 –0.45
IndxPlus 03-1 .7565 6.0 25.07 –0.43 AmerEqInvPfdA .4132 6.8 22.01 1.94 CapitalOnePfdH .375 5.9 25.40 –0.34 EntergyBds52 .3063 4.7 25.84 –0.33 JPMorganPfdDD .3594 5.4 26.40 –0.18 PriorityIncmPfdA .3984 7.1 22.34 –0.18 SummitHotelPfdD .4031 10.7 15.00 1.50
HlthcrTrAmerPfdA .4609 9.2 20.00 0.83
PacGE pfA ... 27.07 0.15 AmerFinDeb2059 .3203 5.2 24.45 0.97 CapitalOnePfdI .3125 5.7 21.89 –1.42 EntergyBds63 .2969 4.7 25.29 –0.44 JPMorganPfdGG .2969 4.9 24.45 –0.24 PriorityIncmPfdB .3906 7.1 22.01 0.46 SummitHotelPfdE .3906 10.7 14.65 1.95
HovnanianPfdA ... 4.10 –0.28
on
PacGE pfB ... 24.53 0.09 AmFinDeb2055 .375 5.8 25.74 0.81 CapOneFinlPfdJ ... 21.14 –0.64 EntergyBds66 .3047 4.8 25.55 0.52 JustEnergyPfdA .5313 .0 2.45 –0.47 PriorityIncmPfdC .4141 7.1 23.20 1.47 SunstoneHotelPfE .4344 7.6 22.88 –0.38
HuntingtonBcPfC .3672 5.9 25.01 0.76
PacGE pfC ... 22.00 ... AmFinDeb2059 .3672 5.7 25.87 0.78 CapitalOnePfdF .3875 6.1 25.34 –0.01 EntergyLA Bds52 .3281 5.1 25.63 –0.18 KKR Pfd A .4219 6.4 26.25 0.56 PriorityIncmPfdD .4375 7.2 24.46 2.26 SunstoneHotelPfF .4031 7.0 22.90 0.40
HuntingtonBcPfD .3906 6.1 25.83 0.26
PacGE pfD ... 22.75 0.57 AmHomes4RentPfdD .4063 6.5 25.10 0.10 CapsteadMtgPfdE .4688 8.6 21.85 –0.15 EntergyLA Bd .2937 4.7 24.96 –0.64 KKR Pfd B .4063 6.3 25.71 0.08 PriorityIncmPfdF ... 22.51 1.08 SynchronyPfdA .3555 7.1 19.83 –0.01
IberiabankPfdB .8281 7.0 23.81 0.20
PacGE pfE ... 23.50 1.50 AmHomes4RentPfdE .3969 6.3 25.15 –0.02 CedarRealtyPfB .4531 13.0 14.00 –0.69 EntergyLA Bds66 .3047 4.7 25.88 0.60 KSCitySo Pfd .25 3.6 28.03 1.03 PriorityIncmPfdE .3719 7.2 22.25 0.74 SynovusFinPfdD .3938 6.9 22.88 0.01
IberiabankPfdC .4125 6.7 24.50 0.60
PacGE pfG ... 20.52 –1.48 AmHomes4RentPfdF .3672 6.2 23.80 0.66 CedarRealtyPfC .4063 12.8 12.65 –1.17 EntergyMS Bds .3063 4.7 25.80 0.12 KeyCorpPfdE .3828 5.8 26.59 –0.13 ProspectCapNt24 .3906 6.8 22.91 0.35 SynovusFinPfdE .3672 7.0 20.99 –0.31
IBERIABANKPfdD .7625 7.2 21.16 –0.99
PacGE pfH ... 20.50 0.64 InterstateP&LPfdD .3187 5.1 25.24 0.07 AmHomes4RentPfdG .3672 6.3 23.39 –0.30 CenterPointPfdB .875 10.9 32.25 –2.25 EntergyBds66 .3438 5.4 25.70 –0.24 KeyCorpPfdF .3531 5.6 25.27 0.23 ProspectCapNt28 .3906 7.0 22.25 0.10 THLCreditNts22 .4219 7.3 23.00 0.40
us ,
PacGE pfI ... 19.85 1.80 JMPGroup6.875%SrNt .4297 9.7 17.65 –0.34 AmHomes4RentPfdH .3906 6.3 24.79 0.21 CentraisElBrasPf ... 5.76 –0.42 EntergyNOLA Bds .3125 4.9 25.37 0.17 KeyCorpPfdG .3516 5.5 25.35 0.11 ProspectCapNt29 .4297 7.9 21.78 –0.53 THLCreditNts23 .3828 6.7 23.00 0.45
PlymouthREITPfdA .4688 7.8 23.96 4.74 KCAPFinNts22 .3828 7.5 20.44 0.48 AIG PfdA .3656 5.6 25.97 0.96 CenturyLinkNts .4063 7.0 23.20 0.62 EntergyTX Bds .3516 5.4 25.98 –0.20 KimcoRealtyPfdL .3203 5.5 23.30 0.89 PrudentialFinNt53 .3562 5.6 25.33 –0.12 TargaRscsPfdA .1875 13.3 16.95 0.70
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PowerREIT PfdA .4844 7.7 25.30 0.04 LandmarkInfrPfdA .50 9.2 21.75 0.11 AnnalyCapPfdF .4344 8.4 20.68 –1.08 SchwabPfdC .375 5.9 25.55 –0.53 EntergyTX PfdA .4666 5.3 25.16 0.09 KimcoRealtyPfdM .3281 5.6 23.35 0.92 PrudentialNt58 .3516 5.3 26.35 0.23 TaubmanCtrsPfdJ .4063 7.6 21.39 –0.80
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RegionalHlthPfdA ... 1.90 –0.15 TaubmanCtrsPfdK .3906 7.3 21.55 –0.90
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LandmarkInfrPfdB .4938 9.1 21.75 1.00 AnnalyCapPfdG .4063 8.1 19.94 –1.61 SchwabPfdD .372 5.7 26.32 0.33 EquitablePfdA .3937 5.7 22.84 0.04 LeggMasonNts56 .3984 6.2 25.59 0.20 PrudentialNts .3594 5.7 25.37 –0.22
SachemNts2024 .4453 8.2 21.75 2.90 AnnalyCapPfdI .4219 8.1 20.76 –0.96 CherryHillPfdA .5125 10.8 18.90 0.75 EquityCommonPfdD .4063 6.0 26.87 0.50 LeggMasonNts .3406 5.6 24.47 0.55 PrudentialSkis .4219 6.6 25.52 –0.15 TeekayLNG PfdA .5625 10.2 22.04 1.01
LandmarkPfd .4375 8.2 21.90 1.36
SachemNts2024 .4297 8.6 20.02 2.02 AnnalyCapPfdD .4688 8.1 23.25 –0.30 CherryHillPfdB .5156 11.2 18.35 0.35 ExantasCapPfdC .5391 .0 9.55 –1.67 CBTCS 04-6 .7931 5.6 28.35 1.35 PrudentialPfd .4063 6.3 25.89 0.13 TeekayLNG PfdB .5313 10.6 20.00 0.80
MTBC PfdA .2292 10.7 25.61 0.71
SoCA Ed pfB .255 4.7 21.55 0.05 AnworthMtgPfdA .4766 10.5 18.07 –1.03 ChesapeakeEnPfd 1.125 108.1 4.16 –0.60 FNB PfdE .4533 6.9 26.12 0.46 LexingtonRltyPfC .8125 6.6 48.95 0.69 PublicStoragePfB .3375 5.3 25.28 –0.31 Tele&Data Nts .4141 7.2 22.90 0.31
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MedallionFinNts .5625 10.1 22.35 0.12
SoCA Ed pfC .265 4.8 22.00 0.08 AnworthMtgPfdA .5391 11.3 19.12 –0.33 ChimeraInvPfdA .50 11.2 17.79 –0.35 FarmlandPtrsPfdB .375 6.8 22.00 –0.59 MFAFinNts2042 .50 11.0 18.25 –0.95 PublicStoragePfC .3203 5.1 25.13 0.14 Tele&DataNts .4297 7.8 22.17 –0.80
MitchamIndsPfdA .5625 13.0 17.30 1.88
SoCA Ed pfD .27 4.9 22.00 –0.75 AnworthMtgPfdB .3906 9.1 17.11 –0.79 ChimeraInvPfdB .50 12.0 16.64 –0.73 FedAgricMtgPfdC .375 5.5 27.34 0.79 MFAFinPfdB .4688 13.8 13.55 –0.48 PublicStoragePfD .3094 5.0 24.95 0.02 Tele&DataPfd .4375 7.6 23.05 0.05
MonroeCapNts23 .3594 6.8 21.00 0.58
SoCA Ed pfE .2988 4.9 24.21 0.51 ApolloGlMgmtPfdA .3984 6.4 25.06 0.56 ChimeraInvPfdD .50 12.2 16.46 –1.04 FedAgricMtgPfdD .3562 5.7 25.20 0.20 MFAFin6.5%PfdC ... 11.74 –0.76 PublicStoragePfE .3063 4.9 24.82 0.15 Tele&DataNts .3672 6.5 22.63 –0.08
NatlGeneralPfdA .4688 8.5 22.00 1.13
ApolloGlPfdB .3984 6.4 25.05 0.55 ChimeraPfdC .4844 12.2 15.95 –1.55 FedAgricMtgPfdA .3672 5.6 26.08 1.30 MVC CapNts22 .3906 6.8 23.13 0.71 PublicStoragePfF .3219 5.1 25.32 0.12 TVA Parrs .21 3.3 25.14 0.10
NatlGeneralPfdC .4688 8.5 22.15 1.10
NASDAQ NatlGeneralPfdB .4688 8.5 22.15 1.48 ArborRealtyPfdB .4844 9.5 20.46 0.21 CinnBell pfB .8438 7.5 45.30 0.80 FedRealtyInvPfdC .3125 5.2 24.02 –0.23 MaidenHldg6.7%PfdD .4187 .0 6.30 –0.18 PublicStoragePfG .3156 4.9 25.57 0.11 TVA Bds D .2219 3.5 25.28 0.08
Tri-Cont Pfd .625 4.5 55.35 0.35
NatlGeneralNts .4766 7.6 25.00 1.30 ArborRealtyPfdC .5313 10.3 20.60 0.50 CitigroupPfdJ .4453 6.6 26.95 –0.06 FirstHorizonPfdA .3875 6.3 24.50 0.50 MaidenHldgsPfdC .4453 .0 6.18 –0.07 PublicStoragePfH .35 5.3 26.66 0.11
AGNC InvPfdC .4375 7.7 22.80 –0.14 TriplePtNts22 .3594 6.6 21.80 –1.40
NavientNts2043 .375 8.5 17.69 –0.81 ArborRealtyPfdA .5156 10.1 20.40 –0.12 CitigroupPfdK .4297 6.4 26.82 –0.17 FirstRepBkPfd .2937 4.9 24.11 0.05 MaidenNts43 .4844 10.2 18.98 –0.04 PublicStoragePfI .3047 4.8 25.21 –0.02
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AGNC InvtPfdC .4297 7.8 21.91 –0.45 TritonIntlPfdA .5313 9.7 21.88 0.88
NewYorkMtgPfB .4844 12.4 15.57 –0.62 AresMgmtPfdA .4375 6.8 25.79 1.52 CitigroupPfdS .3938 6.2 25.56 –0.37 FirstRepBkPfdF .3562 5.6 25.30 –0.02 MaidenNts46 .4141 9.9 16.75 –0.18 PublicStoragePfJ .4439 4.7 24.76 ...
AGNC InvtPfdE .4063 7.5 21.75 –0.14 TritonIntlPfdB .50 9.8 20.40 ...
NewYorkMtgPfdD .50 12.9 15.47 –0.24 ArgoGroupNts42 .4063 6.7 24.28 –0.03 CitigrpCapXIIIPf .5144 8.0 27.02 0.04 FirstRepBkPfdG .3438 5.5 25.10 –0.24 MaidenHldgsPfdA .5156 .0 7.06 –0.01 PublicStoragePfK .3365 4.7 25.03 0.03
AGNC InvtPfdF .2722 7.1 21.55 0.05 TritonIntlPfdC .4609 9.6 19.30 0.13
NewYorkMtgPfdE .4758 12.8 15.41 –0.12 ArlingtonAssetPfB .4375 10.2 17.24 0.15 CitizensFinPfdD .3969 6.3 25.10 –0.26 FirstRepBkPfdH .3203 5.1 24.98 0.30 MechelPfd .1027 22.4 .46 0.05 PublicStoragePfV .3359 5.4 24.85 –0.05
AirTPfd .433 1.0 20.56 1.56
AmerFinPfdA .4688 9.5 19.79 0.39
NY MtgPfdC .4922 12.0 16.35 –0.01
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ArlingtonAssetPfC .5156 11.8 17.49 0.39 CitizensFinPfdE .3125 5.4 22.96 –0.06 FirstRepBkPfdI .3438 5.2 26.20 –0.33 MedleyCapNts21 .4063 7.6 21.33 0.22 PublicStoragePfX .325 5.2 24.94 –0.02
TritonIntlPfdD .2435 9.2 18.74 –0.15
TruistFinPfdF .325 5.2 24.95 –0.05
NewtekNts2023 .3906 6.7 23.45 0.45 ArlingtonAsstNt23 .4141 7.5 22.00 1.29 CityOfficePfdA .4141 8.3 19.90 –0.85 FordMotor6%Nts .375 8.1 18.48 –1.26 MedleyCapNts23 .3828 8.1 19.00 –0.67 PublicStoragePfW .325 5.2 24.89 –0.03
AmerSvcFncl pf .5281 8.3 25.40 –0.65 TruistFinPfdG .325 5.2 24.94 0.04
NewtekNts2024 .3594 6.3 23.00 0.30 ArlingtonAsstNt25 .4219 8.2 20.50 –0.47 ColonyCapPfdG .4688 10.7 17.50 0.60 FordMotor6.2%Nt .3875 8.1 19.11 –1.39 MedleyNts24 .4531 21.5 8.44 0.94 QTSRealtyPfdA .4453 6.9 25.75 –0.96
ArchCapitalPfdE .3281 5.4 24.46 0.43 TruistFinPfdH .3516 5.6 25.32 0.05
NorthernTrPfdE .4765 4.7 25.12 0.16 ArmadaHofflerPfA .4219 8.4 20.00 –0.26 ColonyCapPfdH .4453 10.8 16.43 1.13 FortivePfdA 12.5 6.3 792.45 –21.31 MedleyNts26 .4297 21.6 7.96 0.78 QTSRealtyPfdB 1.625 4.5 144.34 9.74
ArchCapitalPfdF .3406 5.5 24.75 0.65 TruistFinPfdI .2528 4.6 22.05 0.39
OFSCap6.5%Nts25 .4063 8.2 19.90 0.01 ArmourResPfdC .1458 8.7 20.15 0.12 ColonyCapPfdI .4469 10.9 16.44 0.60 FortressTechPfdB .60 15.5 15.50 –1.20 Metlife pfA .2528 4.4 23.29 0.24 QVC Nts 2068 .3906 7.7 20.42 1.24
BOKFinNts2056 .3359 5.4 25.08 1.36 TsakosEnergyPfdC .5547 8.8 25.16 0.35
AshfordHospPfdG .4609 30.8 5.99 –0.87 ColonyCapPfdJ .4453 10.9 16.34 0.89 FortressTransPfdA .5156 13.4 15.40 –1.33 MetLifePfdE .3516 5.4 26.16 0.31 QVC Nts2067 .3984 7.2 22.16 1.52
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OFSCapNts2025 .3984 8.5 18.86 0.41 TsakosEnergyPfdD .5469 11.1 19.80 0.62
B.Riley7.25%Nts .4531 8.9 20.29 –0.19
OFSCapNts2026 .3719 8.1 18.44 0.09 AshfordHospPfdH .4688 29.1 6.44 –0.79 Comcast DECS .3747 2.7 55.29 1.45 GAMCO PfdA .325 5.2 24.99 –0.01 MetLifePfdF ... 24.38 0.98 Qwest7%Nts2056 .4375 7.1 24.76 0.64
B.RileyNts2023 .4609 8.2 22.50 –0.40 TsakosEnergyPfdE .5781 12.8 18.07 –0.23
OfficePropNts46 .3672 6.2 23.64 0.79 AshfordHospPfdI .4688 31.0 6.04 –1.06 CompassPfd .4922 9.2 21.42 1.24 GATX Nts .3516 5.5 25.70 0.20 MidAmerAptPfdI 1.0625 7.0 60.66 0.66 QwestNts2053 .3828 6.9 22.35 0.35
B.RileyNts2023 .4297 8.1 21.18 –0.87 TsakosEnergyPfdF .5938 13.2 18.00 –0.35
1347PropInsPfdA .50 9.1 21.86 –0.40 AshfordHospPfdD .5281 19.4 10.86 1.85 CompassPfdA .4531 9.3 19.41 –0.19 GMACCapTrSer2 .4517 9.5 21.11 –0.98 MonmouthRE PfdC .3828 6.3 24.25 1.55 QwestNts2054 .4297 7.2 23.86 0.52
B.RileyNts2024 .4219 8.2 20.60 –0.09 TwoHarborsPfdA .5078 10.4 19.57 –1.08
OxfordLanePfd .1563 9.0 20.86 –0.65 AshfordHospPfdF .4609 28.5 6.48 –0.66 CompassPfdC .4922 9.4 21.00 0.95 GabelliDivPfdA .3672 5.8 25.40 –0.15 MorganStanleyPfd1 .3984 6.1 26.34 0.02 QwestNts2055 .4141 7.1 23.22 0.47
B.RileyNts2025 .3984 8.3 19.23 –0.32 TwoHarborsPfdB .4766 10.3 18.58 –1.18
OxfordLanePfd2024 .1406 8.7 19.40 –0.09 AspenInsPfd .3516 6.0 23.55 –0.14 ConsumersEnerPf 1.125 4.3 104.50 –1.50 GabelliDivPfdG .3281 5.2 25.02 –0.07 MorganStanleyPfdA .2528 5.0 20.32 –0.14 QwestNts2057 .4219 7.1 23.66 0.17
B.RileyNts2027 .4688 9.0 20.88 0.36 TwoHarborsPfdC .4531 10.0 18.12 –1.19
OxfordLanePfd2027 .1302 8.7 17.91 –0.84 AspenInsPfd .3516 6.0 23.49 0.37 CorEnergyInfrPf .4609 12.9 14.33 –4.56 GabelliDivPfdH .3359 5.3 25.49 0.10 MorganStanleyPfdF .4297 6.4 26.93 0.04 RLJLodgingPfdA .4875 10.0 19.50 –0.99
BRileyFinlPfdA .4297 8.7 19.75 1.14 TwoHarborsPfdD .4844 9.2 21.03 –0.25
OxfordSquareNt24 .4063 8.1 20.11 –0.52 AspenInsPfd .3719 6.0 24.89 –0.22 Corts Aon KTN 1.0256 6.8 30.00 1.15 GabelliEqPfdG .3125 5.1 24.66 0.06 MorganStanleyPfdK .3656 5.7 25.51 –0.76 RPTRealty7.25%PfdD .9063 11.9 30.34 –3.06
TwoHarborsPfdE .4688 9.4 19.96 –0.48
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BRileyFin6.50%SrNt .4063 8.8 18.40 –0.60 AssdBancPfdC .3828 6.1 25.02 1.32 Corts JCPen JBR .875 177.7 .99 –0.79 GabelliEqPfdJ .3406 5.4 25.35 –0.19 MorganStanleyPfdL .3047 5.0 24.21 –0.19 ReadyCapNts081523 .4375 10.0 17.49 1.43
OxfordSquareNt26 .3906 7.6 20.60 –0.05 UMH PropPfdB .50 8.9 22.50 ...
BancFst pf .45 6.4 28.00 –0.25 AssdBancPfdD .3359 5.9 22.94 –0.56 Corts JCPen JBS .875 163.6 1.07 –0.76 GabelliEquityPfdK .3472 5.1 24.47 0.33 MorganStanleyPfdE .4453 6.6 26.93 –0.09 ReadyCapNts2026 .3875 9.7 16.00 0.51
PennantPark5.50%Nt .3438 6.5 21.05 –0.85 UMH PropPfdC .4219 8.7 19.32 –0.70
BlueknightEnPtrsA .1787 14.6 4.89 0.28 AssdBancPfdE .3672 5.9 25.00 0.11 Corts JC KTP .9531 187.8 1.01 –1.00 GabelliEqPfdH .3125 5.0 24.77 –0.48 NGL EnergyPfdB .5625 22.6 9.95 1.15 ReadyCapNts2021 .4063 7.5 21.81 1.53
PeoplesUtdPfdA .3516 5.6 24.95 1.51 UMH PropPfdD .3984 8.5 18.68 –0.22
BrighthouseDeb58 .3906 6.2 25.16 0.25 AssurantPfdD 1.625 6.1 107.13 –7.30 Corts PECO KTH 1.00 6.4 31.35 0.43 GabelliGlSMidPfdA .3406 5.4 25.17 –0.33 NGLEngyPfdC .6016 23.2 10.35 0.65 RegionsFinPfdA .3984 6.4 24.99 –0.16
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PopularCapPfd .1276 6.1 25.19 0.94 US BancorpPfdA 8.9444 4.9 732.21 –5.29
BrighthousePfdA .4125 6.7 24.65 0.24 AssuredGuarBds .4297 6.7 25.79 0.24 CostamarePfdB .4766 10.7 17.87 –0.48 GabelliHlthPfdB .3672 5.8 25.25 –1.06 NaborsIndsPfdA .75 101.0 2.97 –1.12 RegionsFinPfdB .3984 5.8 27.44 1.44
PopularPfd .1396 6.6 25.30 0.26 US BancorpPfdB .2212 4.5 19.71 0.56
BroadcomPfdA 20.0 7.8 1028.05 45.62 AssuredGuarNts .35 5.6 24.99 0.10 CostamarePfdC .5313 11.3 18.77 –0.57 GabelliMultiPfdG .3417 5.1 24.90 0.40 NatlRetailPropPfdF .325 5.5 23.82 1.43 RegionsFinPfdC .3562 5.6 25.31 –0.69
SLM Pfd B .9705 10.4 38.95 –1.55 US BancorpPfdF .4063 6.0 27.14 0.24
BPP 5.75%Pfd3A ... 19.53 0.15 AssurGrMunNt .3906 6.2 25.40 0.16 CostamarePfdD .5469 11.3 19.43 –0.24 GabelliMultPfdE .3203 5.1 24.91 0.19 NatlRurUtilNt2064 .3438 5.2 26.32 0.19 ReinsuranceGrpDeb .3594 5.4 26.65 1.72
SVB Fin PfdA .2406 5.5 23.71 0.69 US BancorpPfdH .3219 5.1 25.13 –0.07
BrookfieldPropPfd .4063 7.8 20.71 –0.58 AthenePfdA .3969 6.4 24.94 0.74 CostamarePfdE .5547 11.3 19.71 –0.02 GabelliUtilPfdA .3516 5.5 25.63 –0.03 NatlStoragePfdA .375 6.0 25.16 1.16 ReinsuranceGrpDeb .3875 5.8 26.73 1.55
SotherlyHotelsPfB .50 28.4 7.03 –1.95 US BancorpPfdK .3438 5.2 26.55 –0.42
BrookfieldPropPf2A .3984 7.9 20.26 –0.08 AthenePfdB .3516 6.0 23.39 0.90 CrownCastlePfA 17.1875 4.7 1456.20 5.79 GabelliUtilPfdC .3359 5.3 25.35 –0.11 NaviosMariPfdH ... 4.02 1.30 RenaissancePfdE .3359 5.5 24.64 –0.13
SotherlyHotelsPfC .4922 27.0 7.30 –1.04 USCellularNt63 .4531 7.5 24.29 –0.15
BrookfieldREITPfdA .3984 9.6 16.60 –0.80 AtlasPfdD .4969 9.9 20.02 1.60 CustomersBncpNt34 .3359 6.5 20.68 –0.30 GasLogPfdA .5469 12.3 17.75 0.13 NaviosMaritimPf ... 3.01 0.24 RenaissancePfdF .3594 5.6 25.59 0.43
SotherlyHtlsPfd .5156 23.4 8.80 –3.95 USCellularNts60 .4344 7.5 23.24 0.01
CHS Pfd .50 7.6 26.33 –0.65 AtlasPfdE .5156 10.0 20.70 1.90 CustomersBncpPfdC .4375 7.9 22.20 –0.55 GasLogPtrsPfdA .5391 14.8 14.60 –0.18 NewMountainNt .3594 6.5 22.00 –0.50 RexfordIndPfdA .3672 6.1 24.03 0.53
SparkEnergyPfdA .5469 10.8 20.25 2.03 USCellularNts64 .4531 7.5 24.19 –0.42
CHS PfdB .4922 7.7 25.64 –1.00 AtlasPfdG .5125 9.9 20.61 2.80 CustomersBncpPfdD .4063 7.2 22.45 –0.57 GasLogPtrsPfdB .5125 14.3 14.30 –0.72 NewResidentialPfdB .4453 11.8 15.05 –2.01 RexfordIndPfdB .3672 6.0 24.40 0.38
StarBulkNts22 .5188 9.1 22.70 0.50 UnumNts061558 .3906 6.2 25.10 0.56
CHS PfdB2 .4437 7.3 24.36 –1.60 AtlasPfdH .4922 10.0 19.72 2.07 CustomersBncpPfdE .4031 7.2 22.50 –0.50 GasLogPtrsPfdC .5313 14.9 14.26 0.61 NewResidentialPfdC .4029 11.4 13.95 –1.35 RexfordIndPfdC .3516 5.9 24.00 –0.15
TCF Fin PfdC .3562 6.0 23.89 0.23 Urstadt Pfd H .3906 7.8 20.14 0.17
CHS PfdB4 .4688 7.4 25.45 –1.00 AtlasPfdI .50 10.3 19.43 1.24 CustomersBncpPfdF .375 7.0 21.55 1.57 GenAmInv pfB .3719 5.5 26.81 0.13 NewResidentPfdA .4688 11.0 16.98 –1.42 RiverNorthPfdA .3672 6.2 23.70 0.71
TexasCapNts .4063 7.1 22.77 –0.15 Urstadt Pfd K .3672 7.3 20.00 1.09
CHS PfdB3 .4219 6.9 24.30 –0.85 AvantorPfdA .78 6.4 48.60 –1.01 DCPMidstrmPfdB .4922 16.0 12.28 0.44 GenieEnergyPfd .1594 7.9 8.06 0.35 NYComBncpPfdA .3984 6.6 24.09 –0.04 RoyalBkCanadaPf .4219 5.8 29.00 2.53
TexasCapPfd .4063 7.2 22.57 –0.16 VEREIT Pfd F .1396 7.1 23.55 1.29
CIM CmclPfdL 1.5604 7.2 21.74 –1.06 AxosFinNts2026 .3906 6.8 22.96 0.31 DCPMidstrmPfdC .4969 15.2 13.10 0.75 GeorgiaPwrNt77 .3125 4.8 26.31 0.18 NY CmtyCap V .75 6.4 46.67 –0.34 SCE III Pfd .3594 6.1 23.49 0.49
TravelCtrsNt28 .5156 9.6 21.58 –0.17 VornadoPfdK .3562 6.0 23.92 –0.48
CMFinNts2023 .3828 8.2 18.74 1.20 BancCA PfdD .4609 7.4 25.05 0.35 DTE EnergyDeb76 .3359 5.3 25.24 0.05 GlMedREIT PfdA .4688 7.9 23.83 –0.53 NextEraEnDebI .3203 5.1 25.18 –0.11 SCE II Pfd .3187 5.4 23.61 –0.09
TravelCtrsNt29 .50 9.6 20.85 –0.30 VornadoPfdL .3375 5.9 22.72 –0.88
CapSouthwstNts .3719 6.4 23.29 0.54
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TravelCtrsNt30 .50 9.8 20.50 –0.31 BancCA PfdE .4375 7.1 24.64 –0.09 DTE EnergyDeb62 .3281 5.2 25.03 –0.11 GlbNetLeasePfdA .4531 9.0 20.20 –1.53 NextEraEnDebK .3281 5.1 25.84 –0.01 SCE IV Pfd .3359 6.3 21.45 1.07 VornadoPfdM .3281 5.8 22.77 –0.60
CapitalaFinNts22 .375 7.7 19.57 1.23 BancoBradescoPf .0037 5.2 3.85 –0.12 DTE EnergyDeb77 .3281 5.2 25.42 0.34 GlbNetLeasePfdB .4297 8.6 19.90 –0.60 NextEraEnDebN .3531 5.2 27.24 0.44 SCE V Pfd .3406 6.1 22.43 0.81
TriStateCapPfA .4219 6.9 24.61 2.11 VoyaFinlPfdB .3344 5.1 26.10 –0.36
ChickenSoupPfdA .2031 10.3 23.62 –0.07 BancoSantPfd6 .25 4.8 21.01 –1.04 DTE EnergyDebF .375 5.8 25.91 –0.31 GlobalPtrsPfdA .6094 11.4 21.32 –1.67 NextEraPfdDebJ .3125 5.0 25.09 –0.26 SCE Tr VI 5% Pfd L .3125 5.7 22.03 0.03
TriStateCapPfB .3984 7.3 21.75 1.25 W.R.BerkleyDeb59 ... 24.26 0.26
CommerceBcshPfB .375 5.8 25.66 –0.30 BancorpSthBkPfA .3438 6.1 22.46 –0.24 DanaherPfdA 11.875 4.1 1152.96 62.21 GlbShipNts24 .50 9.9 20.19 1.32 NiaMoPwr pfB .90 3.8 94.02 ... SITECtrsPfdA .3984 8.5 18.83 0.72
ValleyNatlPfdA .3906 6.2 25.33 0.33 WRBerkleyDeb2056 .3594 5.6 25.51 1.21
ConiferNts2023 .4219 9.3 18.24 –0.46 BankofAmNt66 .4031 6.2 26.00 0.35 DtscheBkTrII .4094 6.5 25.26 0.12 GlShipLeasePfdB .5469 10.9 20.12 0.23 NiaMoPwr pfC .975 3.9 99.00 –0.50 SITECtrsPfdK .3906 8.6 18.24 –0.28 WRBerkleyDeb53 .3516 5.7 24.85 0.68
ValleyNatlPfdB .3438 6.5 21.14 –0.48
Cowen7.35%Nts .4594 8.4 21.93 0.43 BankofAmPfd1 .1875 4.0 19.36 0.35 DianaShippingPfd .5547 11.8 18.80 –2.70 GlobeLifeDeb .3828 6.0 25.45 0.41 NiSourcePfdB .4063 6.1 26.52 0.20 SLGreenRealtyPfd .4063 6.8 23.87 0.82 WRBerkleyDeb56 .3688 5.7 26.00 0.95
WatfordPfd .5352 9.2 24.00 0.25
no
CowenNts2033 .4844 8.6 22.60 0.79 BankofAmPfd2 .1875 3.9 19.60 1.11 DigitalRealtyPfC .4141 6.5 25.52 –0.20 GoldmanSachsPfA .237 4.9 19.47 –0.04 NuSTAR PfdA .5313 13.9 15.30 1.37 STAGIndlPfdC .4297 6.7 25.70 0.57 WRBerkleyDeb58 .3562 5.6 25.25 0.98
WhiteHorseNts2025 .4063 7.5 21.81 –0.19
DivrsHlthcrNts42 .3516 7.9 17.78 –0.16 BankofAmPfd4 .25 4.7 21.40 0.43 DigitalRealtyPfdL .325 5.2 25.21 0.51 GoldmanSachsPfC .2528 5.0 20.35 –0.45 NuSTAR PfdB .4766 14.2 13.45 0.41 SafeBulkersPfdC .50 11.8 16.93 1.30 WashingtonPrmPfH .4688 24.6 7.63 0.88
WintrustFinPfd .41 6.5 25.39 0.79
DivrsHlthcrNts46 .3906 8.6 18.18 –0.07 BankofAmPfdCC .3875 6.1 25.57 0.17 DigitalRealtyPfG .3672 5.8 25.24 0.73 GoldmanSachsPfD .2528 5.0 20.21 –0.13 NuSTAR PfdC .5625 14.3 15.70 0.60 SafeBulkersPfdD .50 11.8 16.92 1.59 WashingtonPrmPfI .4297 22.5 7.65 0.84
ZionsBancorpPfdG .3938 6.2 25.28 –0.65
eBay Nts2056 .375 5.8 25.70 –0.24 BankofAmPfdE .25 4.5 22.17 0.18 DigitalRealtyPfJ .3281 5.2 25.24 0.23 GoldmanSachsPfJ .3438 5.4 25.56 0.53 NuSTARLogNts .5026 11.8 18.42 2.57 SaratogaInv6.25Nts .3906 7.3 21.54 –0.46 WebsterFinlPfdF .3281 5.7 22.99 –0.82
ZionsBancorpPfdH .3594 6.0 24.00 –0.30
EnstarPfdD .4375 7.0 24.96 0.79 BankofAmPfdEE .375 5.9 25.50 0.14 DigitalRealtyPfK .3656 5.7 25.77 0.02 GoldmanSachsPfK .3984 6.0 26.42 –0.66 OFGBancorpPfA .1484 7.5 23.90 0.69 Satrn JCPen .875 184.2 .95 –0.85 WellsFargoPfdN .325 5.3 24.38 –0.22
ZionsBncpPfdA .2528 4.8 20.88 0.96
EnstarPfdE .4375 7.2 24.46 –0.23 BankofAmPfdGG .375 5.6 26.67 0.03 DigitalRealtyPfI .3969 6.3 25.38 –0.38 GoldmanSachsPfN .3938 6.1 26.03 –0.35 OFGBancorpPfB .1458 7.6 23.00 –0.28 SaulCentersPfdD .3828 8.6 17.75 –0.25 WellsFargoPfdA .4141 6.2 26.86 –0.20
FidusNts2023 .3672 6.6 22.30 0.80
FidusNts2024 .375 7.0 21.50 0.10
NYSE BankofAmPfdHH .3672 5.6 26.12 –0.28
BankofAmPfdKK .3359 5.4 25.05 0.05
DillardsCapPfd .4688 10.4 18.00 –2.10
DominionEnNts76 .3281 5.1 25.82 0.14
GreatAjaxNts24 .4531 8.7 20.93 –0.33
HSBC PfdA .3875 6.1 25.58 0.18
OFGBancorpPfD .4453 8.0 22.33 –0.58
OaktreeCapPfdA .4141 6.5 25.55 1.05
SaulCentersPfdE .375 9.0 16.58 –0.38
ScorpioTankNt20 .4219 6.7 25.29 0.10
WellsFargoPfdA .3438 5.4 25.31 –0.28
WellsFargoPfdAY .3516 5.5 25.58 –0.21
FidusNts2024 .3359 6.5 20.74 –0.26 AG Mortgage PfdC .50 24.8 8.06 –2.52 BankofAmPfdL .25 4.7 21.29 0.48 DriveShackPfdB .6094 24.1 10.12 –2.46 HanoverInsDeb .3969 6.5 24.57 0.54 OaktreeCapPfdB .4094 6.5 25.27 1.27 SempraEnNts79 .3594 5.7 25.35 0.57 WellsFargoPfdAZ .1583 5.2 22.98 –0.21
FifthThirdPfdB .375 5.9 25.63 –0.75 AG Mortgage PfdB .50 24.5 8.15 –2.25 BankofAmPfdL 18.125 5.4 1340.00 –30.00 DriveShackPfdC .5031 21.1 9.55 –2.04 HartfordFinDeb42 .4922 7.4 26.53 0.11 PNC Fin PfdP .3828 5.8 26.47 0.06 SempraEnPfdA 1.50 5.8 103.24 –4.71 WellsFargoPfdP .3281 5.4 24.42 –0.20
FifthThirdPfdI .4141 6.2 26.91 0.28 AG Mortgage PfdA .5156 24.2 8.53 –2.10 BankofAmPfdLL .3125 5.1 24.40 0.10 DriveShackPfdD .5234 20.7 10.10 –4.19 HartfordFinPfdG .375 5.8 25.95 –0.22 PNC Fin PfdQ .3359 5.4 25.05 0.18 SempraEnPfdB 1.6875 6.6 101.62 –5.67 WellsFargoPfdQ .3656 5.8 25.01 –0.28
FifthThirdPfdK .3575 5.5 22.31 –0.44 AT&T 5%PfdA .3125 5.0 24.89 –0.11 BNYMellonPfdC .325 5.2 25.19 0.18 DuPont pfA .875 4.4 79.88 2.79 HeclaMiningPfB .875 6.3 55.26 5.16 PPL Capital Nts .3688 5.8 25.43 –0.27 SeritageGrwPfdA .4375 9.8 17.80 2.77 WellsFargoPfdT .375 5.9 25.60 –0.32
FirstCitizensPfdA ... 23.50 0.40 AT&T Nts 2066 .3344 5.1 25.98 –0.18 BectonDickinsonPfA .7656 5.0 61.27 2.16 DuPont pfB 1.125 4.8 94.29 –1.06 HerculesCapNts25 .3281 5.6 23.30 –0.29 PSBusParksPfdW .325 5.2 24.83 0.13 SimonPropPfdJ 1.0469 6.8 61.47 3.19 WellsFargoPfdV .375 5.9 25.48 –0.23
FirstInternetNt29 .375 6.9 21.71 0.94 AT&T Nts 2067 .3516 5.3 26.54 0.06 BostonPropPfdB .3281 5.4 24.47 –0.32 DukeEnerDeb73 .3203 5.1 25.19 –0.36 HerculesCapNts33 .3906 6.8 22.95 –0.95 PSBusParksPfdX .3281 5.3 24.99 0.52 SouthJerseyNts2079 .3516 5.7 24.69 1.06 WellsFargoPfdW .3562 5.7 25.10 –0.41
FirstInternetNts .375 6.6 22.75 –1.25 AT&T PfdC .2408 5.1 23.21 0.06 BraemarHtlsPfd .3438 15.7 8.74 1.57 DukeEnerDeb78 .3516 5.3 26.49 –0.08 Hersha Pfd E .4063 16.8 9.70 0.99 PSBusParksPfdY .325 5.2 24.83 0.35 SouthernNt2015A .3906 6.1 25.69 –0.22 WellsFargoPfdO .3203 5.3 24.00 –0.32
GCI Liberty PfdA .4375 7.0 25.00 0.16 AXIS CapPfdE .3438 5.7 24.23 0.25 BraemarHtlsPfdD .5156 14.3 14.40 2.67 DukeEnergyPfdA .3594 5.3 27.11 0.48 HershaHospPfdC .4297 15.6 11.00 1.75 PSBusParksPfdZ .3047 5.1 23.86 0.72 SouthernNt2016A .3281 5.1 25.59 0.19 WellsFargoPfdL 18.75 5.6 1331.00 –17.27
GeneralFin9%PfdC 2.25 9.6 94.00 2.00 AegonNts2049 .3187 5.4 23.58 0.61 BrightSphereNts31 .3203 7.4 17.31 –1.44 DynagasLNG PfdB .5469 14.3 15.25 0.59 HershaHospPfdD .4063 17.1 9.50 0.68 PartnerRePfdF .3672 6.0 24.60 0.34 SouthernNts20 .3094 5.0 24.50 0.13 WesternAllianDeb .3906 6.4 24.43 0.88
Bonds
U.S. Zero Coupons and Other Goverment Wkly Ask Wkly Ask Wkly Ask Wkly Ask Wkly Ask Wkly Ask
Agencys. Source: Bear Stearns Pricing Di- Rate Mo/Yr Bid Asked Chg. Yld. Rate Mo/Yr Bid Asked Chg. Yld. Rate Mo/Yr Bid Asked Chg. Yld. Maturity Type Bid Asked Chg. Yld. Maturity Type Bid Asked Chg. Yld. Maturity Type Bid Asked Chg. Yld.
rect Inc. via Street Software Technology, Inc. 21/8 Jan 21 101:06 101:06 .... 0.09 01/4 Apr 23 99:10 100:00 + 23 0.25 51/4 Feb 29 139:10 139:10 + 7 0.59 Nov 21 np 99:21 99:25 .... 0.14 Feb 28 ci 94:19 95:01 + 18 0.65 May 44 ci 71:07 72:03 + 24 1.37
Treasury Bills, Notes and Bonds, and TIPS. 21/2 Jan 21 101:09 101:09 .... 0.08 15/8 Apr 23 104:01 104:01 .... 0.26 23/8 May 29 115:04 115:05 + 30 0.62 Nov 21 ci 99:22 99:23 + 2 0.18 Feb 28 np 95:17 95:29 + 18 0.53 May 44 bp 72:26 73:19 + 31 1.28
Source: Telekurs 21/4 Feb 21 101:08 101:08 .... 0.09 23/4 Apr 23 107:05 107:05 .... 0.26 15/8 Aug 29 108:10 109:00 + 29 0.63 Nov 21 np 99:27 99:27 + 4 0.09 May 28 ci 94:10 94:25 + 19 0.67 Aug 44 ci 70:29 71:25 + 22 1.37
35/8 Feb 21 102:09 102:09 .... 0.11 13/4 May 23 104:05 104:06 + 1 0.26 61/8 Aug 29 149:09 149:09 + 9 0.61 Nov 21 np 99:21 99:22 + 2 0.20 May 28 np 95:08 95:28 + 26 0.52 Aug 44 bp 72:14 73:04 + 29 1.29
US TREASURY BILLS 77/8
11/8
Feb 21
Feb 21
106:03
100:09
106:03
100:09
– 2
....
0.16
0.11
15/8
23/4
May 23
May 23
104:02
107:07
104:02
107:07
....
....
0.26
0.26
13/4
11/2
Nov 29
Feb 30
110:03
108:00
110:03
108:01
+
+
29
29
0.64
0.65
Feb 22
Feb 22
ci
np
99:19 99:24
99:19 99:22
+ 2
....
0.14
0.17
Aug 28
Aug 28
ci
bp
94:00
95:03
94:15
95:16
+
+
20
20
0.69
0.56
Nov 44
Nov 44
ci
bp
70:19
72:03
71:15
72:25
+
+
24
27
1.37
1.30
Wkly Ask 2 Feb 21 101:07 101:07 + 1 0.07 13/8 Jun 23 103:05 103:05 .... 0.27 61/4 May 30 154:07 154:08 + 31 0.63 Feb 22 np 99:02 99:07 .... 0.44 Aug 28 np 94:31 95:19 + 21 0.54 Feb 45 ci 70:12 71:09 + 22 1.37
Maturity Bid Asked Chg. Yld. 21/2 Feb 21 102:01 102:01 .... 0.09 25/8 Jun 23 107:05 107:05 .... 0.26 53/8 Feb 31 149:02 149:02 + 32 0.66 Feb 22 ci 99:22 99:23 + 2 0.16 Nov 28 ci 93:24 94:07 + 17 0.70 Feb 45 bp 71:29 72:19 + 27 1.29
23/8 Mar 21 102:00 102:01 + 1 0.09 11/4 Jul 23 103:02 103:02 + 1 0.27 41/2 Feb 36 153:09 153:09 + 31 0.85 Feb 22 np 99:23 99:24 + 4 0.13 Nov 28 bp 94:30 95:11 + 20 0.56 May 45 ci 70:01 70:29 + 21 1.38
Apr 21 '20 0.01 .... -0.09 .... 11/4 Mar 21 101:01 101:01 .... 0.12 23/4 Jul 23 108:01 108:01 + 1 0.27 43/4 Feb 37 160:02 160:02 + 33 0.89 Feb 22 np 99:19 99:20 + 3 0.21 Nov 28 np 94:23 95:12 + 22 0.56 May 45 bp 71:19 72:09 + 27 1.30
Apr 23 '20 0.02 0.01 -0.06 0.01 21/4 Mar 21 102:00 102:00 .... 0.09 21/2 Aug 23 107:04 107:04 + 1 0.27 5 May 37 164:06 164:07 + 33 0.90 May 22 ci 99:15 99:21 + 2 0.17 Feb 29 ci 93:14 93:30 + 22 0.71 Aug 45 ci 69:27 70:23 + 26 1.37
Apr 28 '20 0.04 0.03 -0.06 0.03 233/8 Apr 21 102:02 102:03 + 1 0.09 61/4 Aug 23 119:09 119:09 .... 0.24 43/8 Feb 38 156:02 156:03 + 33 0.94 May 22 np 99:31 100:03 + 4 0.00 Feb 29 bp 94:21 95:02 + 22 0.57 Aug 45 bp 71:11 72:02 + 31 1.30
Apr 30 '20 0.05 0.04 -0.04 0.04 11/8 Apr 21 101:03 101:03 .... 0.08 13/8 Aug 23 103:07 103:07 + 1 0.27 41/2 May 38 158:07 158:07 + 33 0.96 May 22 np 98:22 98:27 .... 0.56 Feb 29 np 94:16 95:05 + 24 0.56 Nov 45 ci 69:20 70:17 + 25 1.37
23/4 Aug 23 108:02 108:03 + 1 0.28 31/2 May 22 ci 99:15 99:16 + 2 0.24 May 29 ci 93:05 93:21 + 23 0.73 Nov 45 bp 71:07 71:25 + 25 1.30
May 05 '20 0.06 0.05 -0.12 0.05 25/4 Apr 21 102:02 102:02 .... 0.10
13/8 Sep 23 103:07 103:08 + 1 0.28
Feb 39 142:08 142:09 + 34 1.00
May 22 np 99:21 99:22 + 5 0.15 May 29 np 94:11 94:25 + 17 0.59 Feb 46 ci 69:11 70:08 + 32 1.37
2 /8 May 21 102:07 102:07 .... 0.14 41/4 May 39 155:05 155:06 + 35 1.03
.
May 07 '20 0.05 0.04 -0.12 0.04 31/8 May 21 103:02 103:02 .... 0.13 27/8 Sep 23 108:09 108:09 .... 0.27 41/2 Aug 39 160:04 160:05 + 59 1.04 May 22 np 99:05 99:07 + 3 0.38 Aug 29 ci 92:25 93:09 + 24 0.75 Feb 46 bp 70:27 71:13 + 27 1.31
May 12 '20 0.08 0.07 -0.12 0.07 81/8 May 21 108:06 108:06 – 1 0.11 15/8 Oct 23 104:07 104:07 + 1 0.28 43/8 Nov 39 158:04 158:04 + 59 1.06 Aug 22 ci 99:14 99:20 + 1 0.16 Aug 29 bp 94:06 94:19 + 23 0.60 May 46 ci 69:03 70:01 + 34 1.37
ly
May 14 '20 0.08 0.07 -0.10 0.07 13/8 May 21 101:04 101:04 .... 0.13 27/8 Oct 23 109:01 109:01 + 1 0.28 45/8 Feb 40 163:02 163:02 + 58 1.08 Aug 22 bp 99:16 99:21 + 3 0.14 Aug 29 np 94:03 94:25 + 25 0.58 May 46 bp 70:20 71:07 + 27 1.31
May 19 '20 0.12 0.11 -0.07 0.11 2 May 21 102:01 102:01 .... 0.13 23/4 Nov 23 108:07 108:07 .... 0.29 43/8 May 40 158:09 158:10 + 36 1.09 Aug 22 np 99:14 99:20 + 2 0.16 Nov 29 ci 92:14 92:31 + 25 0.76 Aug 46 ci 68:23 69:20 + 28 1.38
May 21 '20 0.08 0.07 -0.11 0.07 21/8 May 21 102:02 102:02 .... 0.12 21/8 Nov 23 106:06 106:06 + 1 0.29 37/8 Aug 40 150:02 150:02 + 34 1.11 Aug 22 ci 99:14 99:15 + 2 0.23 Nov 29 np 93:27 94:18 + 22 0.59 Aug 46 bp 70:11 70:30 + 26 1.31
May 26 '20 0.09 0.08 -0.09 0.08 251/8 Jun 21 102:09 102:09 .... 0.15 27/8 Nov 23 109:03 109:03 + 1 0.29 41/4 Nov 40 157:05 157:05 + 34 1.11 Aug 22 np 99:17 99:18 + 5 0.18 Feb 30 ci 92:05 92:20 + 25 0.78 Nov 46 ci 68:19 69:16 + 33 1.37
21/4 Dec 23 107:02 107:02 + 1 0.29 43/4 Aug 22 np 99:13 99:15 + 4 0.23 Feb 30 np 93:18 94:09 + 22 0.60 Nov 46 bp 70:13 71:01 + 32 1.29
May 28 '20 0.10 0.09 -0.09 0.09 15/8 Jun 21 101:02 101:02 .... 0.14
25/8 Dec 23 108:06 108:06 + 1 0.29
Feb 41 167:05 167:05 + 35 1.11
Nov 22 ci 99:09 99:16 + 5 0.20 May 30 ci 91:27 92:11 + 25 0.79
43/8 Feb 47 ci 68:15 69:12 + 32 1.37
Jun 02 '20 0.11 0.10 -0.12 0.10 1 /8
21/8
Jun 21 101:08 101:08 .... 0.13
21/2 Jan 24 108:03 108:03 + 1 0.30
May 41 160:08 160:09 + 34 1.12
Nov 22 bp 99:13 99:18 + 3 0.17 May 30 bp 93:20 94:02 + 25 0.61 Feb 47 bp 70:10 70:29 + 34 1.29
Jun 21 102:04 102:04 .... 0.14 33/4 Aug 41 149:02 149:02 + 33 1.14
on
Jun 04 '20 0.09 0.08 -0.07 0.08 25/8 Jul 21 103:00 103:01 .... 0.15 23/4 Feb 24 109:03 109:03 + 1 0.31 31/8 Nov 41 137:02 137:03 + 33 1.16 Nov 22 np 99:10 99:17 + 2 0.19 Aug 30 ci 91:18 92:00 + 25 0.81 May 47 ci 68:02 69:00 + 30 1.38
Jun 09 '20 0.12 0.11 .... 0.11 11/8 Jul 21 101:02 101:02 .... 0.16 21/8 Feb 24 106:10 107:00 + 23 0.30 31/8 Feb 42 137:06 137:07 + 34 1.17 Nov 22 ci 99:09 99:11 + 6 0.26 Nov 30 ci 91:07 91:23 + 28 0.82 May 47 bp 69:26 70:18 + 38 1.29
Jun 11 '20 0.12 0.11 -0.11 0.11 13/4 Jul 21 102:00 102:00 .... 0.16 23/8 Feb 24 107:09 107:10 + 1 0.30 3 May 42 135:01 135:02 + 34 1.18 Nov 22 np 99:13 99:15 + 6 0.21 Feb 31 ci 90:30 91:14 + 31 0.83 Aug 47 ci 67:25 68:23 + 34 1.38
Jun 16 '20 0.12 0.11 .... 0.11 21/4 Jul 21 102:07 102:07 .... 0.16 21/8 Mar 24 107:01 107:01 + 23 0.31 23/4 Aug 42 130:01 130:01 + 33 1.21 Feb 23 ci 99:04 99:12 + 5 0.23 Feb 31 bp 92:27 93:11 + 31 0.64 Aug 47 bp 69:07 69:28 + 37 1.32
Jun 18 '20 0.11 0.10 -0.12 0.10 21/8 Aug 21 102:06 102:06 .... 0.17 2 Apr 24 106:07 106:07 + 1 0.32 23/4 Nov 42 130:01 130:02 + 33 1.22 Feb 23 bp 99:11 99:18 + 5 0.16 May 31 ci 90:18 91:03 + 30 0.84 Nov 47 ci 67:21 68:20 + 41 1.37
21/4 Apr 24 107:07 107:08 + 2 0.31 Feb 23 np 99:08 99:15 + 3 0.19 Aug 31 ci 90:06 90:23 + 28 0.86 Nov 47 bp 69:02 69:26 + 46 1.31
Jun 25 '20 0.10 0.09 -0.11 0.09 231/4 Aug 21 103:04 103:04 .... 0.17
21/2 May 24 108:08 108:08 + 1 0.32
31/8 Feb 43 137:09 137:10 + 34 1.21
Feb 23 np 99:05 99:06 + 4 0.28 Nov 31 ci 89:27 90:12 + 27 0.88
Jul 02 '20 0.11 0.10 -0.09 0.10 81/8 Aug 21 110:05 110:05 – 2 0.16 27/8 May 43 133:00 133:01 + 56 1.22 Feb 48 ci 67:16 68:13 + 40 1.37
2 May 24 106:09 106:09 + 2 0.32 35/8 Feb 23 ci 98:30 98:31 + 6 0.36 Feb 32 ci 89:17 90:02 + 26 0.89 Feb 48 bp 68:26 69:18 + 45 1.31
Jul 09 '20 0.12 0.11 -0.11 0.11 1 /8 Aug 21 101:03 101:03 .... 0.17 Aug 43 148:08 148:09 + 36 1.21
us ,
11/2 Aug 21 101:08 101:08 .... 0.16 13/4 Jun 24 105:09 105:10 + 2 0.32 33/4 Nov 43 151:08 151:09 + 37 1.21 Feb 23 np 99:03 99:04 + 6 0.31 May 32 ci 89:07 89:24 + 27 0.90 May 48 ci 67:08 68:04 + 40 1.37
Jul 16 '20 0.13 0.12 -0.11 0.12 2 Aug 21 102:05 102:05 .... 0.17 2 Jun 24 106:10 106:10 + 1 0.32 35/8 Feb 44 149:05 149:05 + 36 1.22 May 23 ci 99:00 99:07 + 4 0.25 Aug 32 ci 88:29 89:15 + 29 0.90 May 48 bp 68:19 69:08 + 46 1.31
l
Jul 23 '20 0.14 0.13 -0.10 0.13 23/4 Sep 21 103:06 103:06 .... 0.17 13/4 Jul 24 106:00 106:00 + 23 0.33 33/8 May 44 144:05 144:06 + 36 1.23 May 23 np 99:04 99:11 + 1 0.21 Nov 32 ci 88:17 89:03 + 27 0.92 Aug 48 ci 66:29 67:26 + 36 1.38
Jul 30 '20 0.14 0.13 -0.11 0.13 11/8 21/8 Jul 24 107:06 107:06 + 1 0.33 May 23 ci 95:31 95:31 .... 1.33 Feb 33 ci 88:06 88:24 + 27 0.93 Aug 48 bp 68:12 69:04 + 50 1.31
e
Sep 21 101:04 101:04 .... 0.17 31/8 Aug 44 139:05 139:06 + 36 1.24
al a
Aug 06 '20 0.15 0.14 -0.12 0.14 11/2 Sep 21 101:09 101:09 .... 0.17 23/8 Aug 24 108:08 108:08 + 2 0.33 3 Nov 44 137:00 137:01 + 59 1.24 May 23 np 98:18 98:19 + 5 0.46 May 33 ci 87:26 88:12 + 26 0.95 Nov 48 ci 66:31 67:28 + 46 1.36
11/4 Aug 24 103:10 104:00 + 24 0.33 Aug 23 ci 98:27 99:04 + 7 0.27 Aug 33 ci 87:14 88:00 + 27 0.96 Nov 48 bp 68:13 69:06 + 52 1.29
Aug 13 '20 0.15 0.14 -0.09 0.14 21/8 Sep 21 102:08 102:08 .... 0.18
17/8 Aug 24 106:07 106:07 + 2 0.33
21/2 Feb 45 126:04 126:05 + 35 1.25
Aug 23 bp 99:03 99:11 + 6 0.20 Nov 33 ci 87:03 87:22 + 24 0.97
Aug 20 '20 0.16 0.15 -0.08 0.15 21/8
7 Oct 21 103:10 104:00 .... 0.18 3 May 45 137:07 137:07 + 35 1.24 Feb 49 ci 66:23 67:22 + 48 1.36
11/2 Sep 24 105:01 105:01 + 24 0.33 27/8 Aug 23 np 99:00 99:03 + 2 0.27 Feb 34 ci 86:21 87:08 + 21 0.99 Feb 49 bp 67:30 68:23 + 54 1.30
Aug 27 '20 0.14 0.13 -0.10 0.13 11/4 Oct 21 101:06 101:06 .... 0.18
21/8 Sep 24 107:09 107:09 + 2 0.34
Aug 45 134:10 135:00 + 55 1.26
Aug 23 np 98:30 98:31 + 8 0.31 May 34 ci 86:11 86:30 + 20 1.00
ci on
May 49 ci 66:24 67:23 + 57 1.35
Sep 03 '20 0.16 0.15 -0.09 0.15 12 /2
Oct 21 101:10 102:00 .... 0.19 3 Nov 45 138:01 138:02 + 56 1.25 Aug 34 ci 85:31 86:19 + 21 1.01
Oct 21 102:08 102:08 .... 0.19 11/2 Oct 24 105:02 105:02 + 24 0.34 21/2 Feb 46 127:01 127:01 + 56 1.26 Aug 23 np 98:12 98:13 + 8 0.48 May 49 bp 67:26 68:19 + 54 1.30
Sep 10 '20 0.15 0.14 -0.10 0.14 21/4 Oct 24 108:06 108:06 + 2 0.34 Nov 23 ci 98:22 98:31 + 6 0.29 Nov 34 ci 85:19 86:08 + 21 1.02 Aug 49 ci 66:23 67:21 + 61 1.34
2 Nov 21 102:09 102:09 .... 0.17 21/2 May 46 127:04 127:04 + 35 1.26 Feb 35 ci 85:06 85:27 + 19 1.03
Sep 17 '20 0.16 0.15 -0.06 0.15 27/8 Nov 21 104:02 104:02 .... 0.19 21/4 Nov 24 108:06 108:07 + 2 0.34 21/4 Aug 46 122:02 122:02 + 60 1.26 Nov 23 np 98:27 99:03 + 2 0.25 Aug 49 bp 67:27 68:20 + 61 1.29
Sep 24 '20 0.16 0.15 -0.08 0.15 71/2 Nov 24 132:05 132:05 + 1 0.32 Nov 23 ci 97:24 97:24 .... 0.63 May 35 ci 84:27 85:16 + 19 1.04 Nov 49 ci 66:17 67:23 + 70 1.32
8 Nov 21 112:03 112:03 – 1 0.16
11/2 Nov 24 105:04 105:04 + 3 0.33 27/8 Nov 46 136:09 136:10 + 41 1.24 Nov 23 np 98:24 98:25 + 8 0.34 Aug 35 ci 84:17 85:05 + 19 1.05
Oct 01 '20 0.18 0.17 -0.05 0.17 11/2 Nov 21 102:01 102:01 .... 0.18 3 Feb 47 139:09 139:09 + 37 1.24 Nov 49 bp 67:21 68:15 + 64 1.29
21/8 Nov 24 108:01 108:01 + 24 0.34 Feb 24 ci 98:19 98:27 + 5 0.31 Nov 35 ci 84:04 84:25 + 18 1.06 Feb 50 ci 66:12 67:22 + 57 1.31
Oct 08 '20 0.17 0.16 -0.07 0.16 137/4 Nov 21 102:05 102:05 .... 0.19
13/4 Dec 24 106:05 106:06 + 3 0.34 3 May 47 140:02 140:03 + 63 1.24 Feb 24 np 98:25 99:02 + 6 0.25 Feb 36 ci 83:27 84:16 + 20 1.07
Oct 15 '20 0.17 0.16 .... 0.16 15/8 Nov 21 102:07 102:07 .... 0.19 23/4 Aug 47 133:10 134:00 + 60 1.27 Feb 50 bp 67:19 68:13 + 60 1.28
21/4 Dec 24 108:09 108:09 + 2 0.35 Feb 24 np 98:19 98:20 + 8 0.36 Feb 36 bp 87:00 87:17 + 18 0.84
Nov 05 '20 0.16 0.15 -0.07 0.15 25/8 Dec 21 104:00 104:00 .... 0.19
13/8 Jan 25 104:09 104:09 + 3 0.35 23/4 Nov 47 134:03 134:03 + 61 1.27 Feb 24 ci 97:14 97:14 .... 0.68 May 36 ci 83:13 84:02 + 18 1.08 INFLATION-INDEXED
1 /8 Dec 21 102:04 102:04 .... 0.19 3 Feb 48 140:04 140:05 + 62 1.27
er s
Dec 03 '20 0.15 0.14 -0.07 0.14 21/2 Jan 25 110:02 110:02 + 2 0.35 Feb 24 np 98:16 98:18 + 9 0.37 Aug 36 ci 82:31 83:21 + 16 1.10
Dec 31 '20 0.17 0.16 -0.07 0.16 21/8
2 Dec 21
Dec 21
103:00
103:03
103:01
103:03
....
....
0.19
0.19 2 Feb 25 107:08 107:08 + 2 0.36 31/8
3
May 48
Aug 48
143:07
141:04
143:08
141:04
+
+
64
67
1.27
1.26 May 24 ci 98:15 98:23 + 5 0.31 Nov 36
Feb 37
ci
ci
82:20
82:07
83:10
82:29
+
+
17
16
1.11
1.12
TREASURY SECURITIES
Jan 28 '21 0.16 0.15 -0.07 0.15 21/2 Jan 22 103:10 103:10 .... 0.20 75/8 Feb 25 134:09 134:09 + 2 0.33
33/8 Nov 48 150:07 150:08 + 67 1.26
May 24 np 98:18 98:22 + 3 0.32
11/8 Feb 25 103:08 103:08 + 3 0.34 May 24 ci 98:05 98:07 + 5 0.44 Feb 37 bp 85:20 86:06 + 19 0.89 Accr.
Feb 25 '21 0.16 0.15 -0.07 0.15 13/8 Jan 22 102:01 102:01 .... 0.19 3 Feb 49 141:10 142:00 + 90 1.26 May 37 ci 81:23 82:14 + 20 1.14
23/4 Feb 25 111:05 111:05 + 2 0.36 May 24 np 98:01 98:03 + 9 0.47
Mar 25 '21 0.17 0.16 -0.08 0.16 11/2
17/8
Jan 22
Jan 22
102:03
102:10
102:03
102:10
....
....
m er
0.20
0.19 01/2
25/8
Mar 25
Mar 25
100:07
111:00
100:07
111:01
+ 3
+ 24
0.36
0.37
27/8
21/4
May 49
Aug 49
138:09
123:07
138:09
123:08
+
+
65
64
1.27
1.28
Aug 24
Aug 24
ci
np
98:02 98:11
98:14 98:20
+
+
7
5
0.39
0.32
May 37
Aug 37
bp
ci
85:03
81:13
85:22
82:03
+
+
18
13
0.91
1.14
Rate
1.250
Mat.
07/20
Bid/Asked Chg.
99-04/06 – 1
*Yld
4.809
Prin.
1184
2 Feb 22 103:03 103:03 .... 0.19 23/8 Nov 49 127:01 127:02 + 88 1.27
US NOTES AND 21/2 Feb 22 104:02 104:02 .... 0.19 27/8
21/8
Apr 25
May 25
112:03
108:07
112:04
108:07
+ 2
+ 2
0.39
0.40 2 Feb 50 117:09 117:10 + 42 1.27
Aug 24
Aug 24
ci
np
97:20 97:22
97:22 97:25
+
+ 10
6 0.54
0.52
Nov 37
Feb 38
ci
ci
81:03
80:24
81:26
81:15
+
+
14
14
1.15
1.15
1.125
0.125
01/21
04/21
99-08/10 – 4
98-18/20 – 7
2.048
1.527
1181
1090
BONDS 11/8
13/4
Feb 22
Feb 22
101:07
102:09
101:08
102:09
+ 1
....
0.18
0.19
27/8
23/4
May 25
Jun 25
112:05
112:00
112:05
112:01
+ 1
+ 23
0.40
0.40 US ZERO-COUPONS Nov 24
Nov 24
ci
bp
97:29 98:06
98:12 98:17
+
+
4
6
0.40
0.32
Feb 38
May 38
bp
ci
84:00
80:09
84:18
81:00
+
+
19
12
0.94
1.17 0.625 07/21 100-00/02 ... 0.561 1146
17/8 Feb 22 103:01 103:01 .... 0.19 27/8 Jul 25 112:09 112:09 + 2 0.41 Nov 24 np 98:09 98:20 + 7 0.30 May 38 bp 83:14 84:01 + 19 0.96 0.125 01/22 99-03/05 – 11 0.619 1141
Wkly Ask 23/8 Mar 22 104:01 104:01 .... 0.19 Wkly Ask. 0.125 04/22 99-07/09 – 12 0.489 1062
m rp
2 Aug 25 108:03 108:03 + 2 0.42 Nov 24 np 97:23 97:26 + 10 0.48 Aug 38 ci 79:29 80:20 + 12 1.18
Rate Mo/Yr Bid Asked Chg Yld. 03/8 Mar 22 100:03 100:04 + 1 0.19 Maturity Type Bid Asked Chg. Yld. Nov 38 ci 79:19 80:11 + 25 1.18 0.125 07/22 99-22/24 – 15 0.234 1123
3 67/8 Aug 25 134:02 134:02 + 1 0.37 Nov 24 ci 97:16 97:18 + 7 0.53
11/8 Apr 20 100:00 100:01 + 1 -1.14 17/4 Mar 22 103:00 103:00 .... 0.20 23/4 Aug 25 112:03 112:03 + 1 0.42 May 20 ci 100:00 100:00 .... 0.00 Feb 25 ci 97:23 98:00 + 6 0.42 Feb 39 ci 79:08 79:31 + 15 1.19 0.125 01/23 99-19/21 – 14 0.248 1119
3
1 /8 Apr 20 100:00 100:00 .... -0.33 1 /8 Mar 22 103:02 103:03 .... 0.20 3 Sep 25 113:09 113:09 + 2 0.42 May 20 np 99:31 99:31 .... 0.59 Feb 25 bp 98:08 98:14 + 7 0.32 Feb 39 bp 82:05 82:23 + 24 1.01 0.625 04/23 101-09/11 – 23 0.171 1040
21/4 Apr 22 104:00 104:01 .... 0.20
3
2 /8 Apr 20 100:01 100:01 .... -0.18 3 Oct 25 114:00 114:00 + 24 0.43 May 20 bp 100:00 100:01 .... 0.59 Feb 25 np 98:03 98:15 + 7 0.32 May 39 ci 78:21 79:12 + 23 1.22 0.375 07/23 101-08/10 – 20 -0.028 1110
3
11/2 May 20 100:01 100:01 .... -0.32 17/4 Apr 22 103:01 103:01 .... 0.19 21/4 Nov 25 109:10 109:10 + 3 0.44 May 20 np 100:01 100:01 .... 0.59 Feb 25 ci 96:20 96:23 .... 0.69 May 39 bp 81:04 81:26 + 27 1.05 0.625 01/24 102-13/15 – 24 -0.033 1107
1
3 /2 May 20 100:02 100:02 – 1 -0.03 1 /8 Apr 22 103:04 103:04 .... 0.20 27/8 Nov 25 113:05 113:05 + 2 0.44 May 20 ci 100:01 100:01 + 1 0.59 Feb 25 np 97:24 97:26 + 11 0.45 Aug 39 ci 78:10 79:02 + 30 1.22
13/4 May 22 103:02 103:02 .... 0.19 May 20 np 99:30 99:30 + 1 0.47 0.500 04/24 102-08/10 – 26 -0.075 1024
Aug 39 bp 80:22 81:10 + 32 1.07
3
8 /4 May 20 100:06 100:06 – 2 -0.23 1 25/8 Dec 25 112:02 112:02 + 2 0.45 May 25 ci 97:16 97:28 + 8 0.43 0.125 07/24 101-07/09 – 24 -0.174 1088
13/8 May 20 100:02 100:02 + 1 -0.16 23/8 May 22 103:10 103:10 .... 0.20 25/8 Jan 26 112:04 112:04 + 2 0.45 May 20 np 99:30 99:30 .... 0.60 May 25 np 97:29 98:04 + 7 0.37 Nov 39 ci 77:25 78:18 + 30 1.24
0.125 10/24 101-25/27 – 33 -0.281 1007
11/2 May 20 100:02 100:02 .... -0.17 17/4 May 22 103:02 103:03 + 1 0.20 15/8 Feb 26 106:07 106:07 + 3 0.46 May 20 np 99:31 99:31 .... 0.23 May 25 ci 97:18 97:20 + 7 0.47 Nov 39 bp 80:02 80:24 + 34 1.10
21/2 May 20 100:03 100:03 .... -0.01 13/8 May 22 103:05 103:06 + 1 0.20 Aug 20 ci 99:30 99:31 .... 0.11 Feb 40 ci 77:07 78:00 + 33 1.26 0.250 01/25 101-30/01 – 31 -0.177 1090
co o
6 Feb 26 132:00 132:00 + 24 0.43 May 25 np 97:02 97:04 + 11 0.57

11/2 Jun 20 100:02 100:02 .... 0.02 13/4 Jun 22 103:04 103:04 + 1 0.19 21/2 Feb 26 111:08 111:08 + 2 0.45 Aug 20 bp 99:30 99:31 .... 0.08 Aug 25 ci 97:08 97:18 + 8 0.47 Feb 40 bp 79:17 80:06 + 31 1.12 2.375 01/25 111-30/01 – 32 -0.157 1370
15/8 Jun 20 100:03 100:03 .... 0.10 11/4 Jun 22 103:04 103:04 .... 0.20 21/4 Mar 26 110:05 110:05 + 3 0.46 Aug 20 np 99:30 99:31 .... 0.09 Aug 25 bp 97:29 98:05 + 9 0.35 May 40 bp 78:29 79:18 + 30 1.14 0.375 07/25 103-06/09 – 32 -0.247 1089
17/8 Jun 20 100:04 100:04 .... 0.03 23/8 Jun 22 104:02 104:02 .... 0.20 23/8 Apr 26 111:03 111:03 + 3 0.47 Aug 20 np 100:04 100:05 .... 0.09 Aug 25 np 97:22 98:03 + 9 0.36 May 40 ci 76:21 77:14 + 29 1.28 0.625 01/26 104-25/28 – 25 -0.218 1087
21/2 Jun 20 100:05 100:05 .... 0.06 17/4 Jul 22 103:04 103:05 + 1 0.20 15/8 May 26 106:09 106:09 + 3 0.47 Aug 20 ci 99:23 99:23 + 1 0.75 Aug 25 ci 97:30 98:01 + 8 0.37 Aug 40 ci 76:16 77:09 + 24 1.27 2.000 01/26 112-18/22 – 28 -0.196 1301
F
11/2 Jul 20 100:03 100:04 .... 0.04 1 /8 Jul 22 103:08 103:08 .... 0.20 21/8 May 26 109:09 109:09 + 3 0.48 Aug 20 np 99:23 99:24 + 1 0.71 Aug 25 np 97:16 97:19 + 12 0.45 Aug 40 bp 78:18 79:09 + 26 1.14 0.125 07/26 102-20/23 – 22 -0.307 1077
15/8 Jul 20 100:04 100:05 + 1 0.04 21 Jul 22 104:01 104:01 + 1 0.20 17/8 Jun 26 108:05 108:05 + 3 0.48 Aug 20 np 99:28 99:29 + 1 0.28 Nov 25 ci 96:31 97:10 + 10 0.49 Nov 40 bp 78:04 78:28 + 25 1.16 0.375 01/27 104-04/06 – 24 -0.244 1069
2 Jul 20 100:06 100:06 .... 0.02 1 /2 Aug 22 102:10 103:00 + 23 0.20 17/8 Jul 26 108:05 108:06 + 4 0.49 Nov 20 ci 99:29 99:31 — 1 0.08 Nov 25 np 97:14 97:22 + 4 0.42 Nov 40 ci 76:02 76:27 + 15 1.28
2.375 01/27 117-16/19 – 31 -0.216 1281
25/8 Jul 20 100:07 100:07 – 1 0.03 151/8 Aug 22 103:03 103:03 .... 0.21 11/2 Aug 26 106:02 106:03 + 26 0.49 Nov 20 np 100:05 100:06 + 6 0.08 Nov 25 ci 95:30 96:02 .... 0.72 Feb 41 ci 75:24 76:17 + 22 1.29
0.375 07/27 104-23/26 – 28 -0.284 1056
11/2 Aug 20 100:05 100:05 .... 0.04 75/4 Aug 22 116:03 116:03 – 1 0.21 63/4 Aug 26 139:02 139:02 + 24 0.45 Nov 20 np 99:23 99:25 + 1 0.41 Feb 26 ci 96:22 96:30 + 9 0.54 Feb 41 bp 77:28 78:19 + 25 1.16
25/8 Aug 20 100:08 100:08 – 1 0.07 17/8 Aug 22 103:03 103:03 .... 0.23 13/8 Aug 26 105:05 105:05 + 4 0.49 Nov 20 ci 99:29 99:30 + 1 0.13 Feb 26 bp 97:13 97:22 + 12 0.40 May 41 ci 75:13 76:06 + 13 1.29 0.500 01/28 105-24/27 – 29 -0.248 1047
83/4 Aug 20 102:08 102:08 – 1 0.14 11/8 Aug 22 103:09 103:09 .... 0.23 15/8 Sep 26 107:01 107:01 + 25 0.50 Nov 20 np 99:20 99:20 + 2 0.62 Feb 26 np 97:07 97:18 + 12 0.43 May 41 bp 77:16 78:07 + 23 1.17 1.750 01/28 115-15/18 – 34 -0.243 1233
13/8 Aug 20 100:05 100:05 .... 0.08 13/2 Sep 22 103:01 103:01 .... 0.22 15/8 Oct 26 107:02 107:02 + 26 0.51 Nov 20 np 99:26 99:26 + 1 0.31 May 26 ci 96:15 96:26 + 13 0.54 Aug 41 ci 75:00 75:26 + 14 1.30 3.625 04/28 130-18/20 – 36 -0.182 1597
21/8 Aug 20 100:07 100:08 .... 0.07 17/4 Sep 22 103:07 103:08 + 1 0.21 2 Nov 26 109:06 109:07 + 5 0.51 Feb 21 ci 99:27 99:29 .... 0.11 May 26 np 97:01 97:09 + 6 0.46 Aug 41 bp 76:31 77:23 + 24 1.19 0.750 07/28 108-22/25 – 38 -0.302 1029
25/8 Aug 20 100:09 100:09 – 1 0.05 13/8 Sep 22 104:00 104:00 .... 0.22 61/2 Nov 26 139:00 139:00 + 25 0.46 Feb 21 bp 99:27 99:29 .... 0.11 May 26 ci 95:16 95:22 .... 0.72 Nov 41 ci 74:23 75:17 + 17 1.31 0.875 01/29 110-14/17 – 39 -0.313 1023
13/8 Sep 20 100:05 100:05 .... 0.05 1 /8 Oct 22 102:08 102:08 .... 0.24 15/8 Nov 26 107:02 107:03 + 26 0.51 Feb 21 np 99:27 99:29 + 9 0.12 Aug 26 ci 96:08 96:19 + 13 0.55 Nov 41 bp 76:16 77:08 + 27 1.20 2.500 01/29 124-17/20 – 43 -0.281 1203
13/8 Sep 20 100:06 100:06 .... 0.06 17/8 Oct 22 104:01 104:01 .... 0.23 13/4 Dec 26 108:01 108:02 + 27 0.51 Feb 21 np 99:28 99:29 + 1 0.10 Aug 26 bp 97:02 97:11 + 13 0.42 Feb 42 ci 74:14 75:08 + 18 1.31 3.875 04/29 136-26/28 – 46 -0.193 1571
2 Sep 20 100:09 100:09 .... 0.07 2 Oct 22 104:04 104:05 .... 0.23 11/2 Jan 27 106:05 106:06 + 5 0.52 Feb 21 ci 99:26 99:27 .... 0.19 Aug 26 np 96:24 97:04 + 14 0.46 Feb 42 bp 76:08 77:00 + 28 1.20
May 42 ci 73:30 74:24 + 14 1.32 0.250 07/29 105-20/24 – 42 -0.360 1010
23/4 Sep 20 101:02 101:02 – 1 0.01 15/8 Nov 22 103:05 103:06 .... 0.24 21/4 Feb 27 111:06 111:06 + 4 0.51 Feb 21 np 100:01 100:01 + 2 0.19 Aug 26 ci 95:07 95:08 .... 0.77 0.125 01/30 104-21/24 – 53 -0.353 1004
15/8 Oct 20 100:07 100:08 .... 0.08 75/8 Nov 22 118:10 118:10 – 23 0.21 65/8 Feb 27 141:01 141:02 + 27 0.48 May 21 ci 99:27 99:30 + 1 0.07 Nov 26 ci 96:00 96:12 + 14 0.56 May 42 bp 75:19 76:11 + 24 1.23
13/8 Oct 20 100:07 100:07 .... 0.09 2 Nov 22 104:06 104:06 .... 0.24 11/8 Feb 27 104:00 104:00 + 26 0.52 May 21 bp 99:27 99:29 .... 0.07 Nov 26 bp 96:27 97:05 + 16 0.44 Aug 42 ci 73:14 74:08 + 20 1.34 3.375 04/32 144-02/05 – 70 -0.251 1455
13/4 Oct 20 100:09 100:09 .... 0.08 15/8 Dec 22 103:07 103:07 .... 0.24 05/8 Mar 27 100:07 100:07 + 5 0.53 May 21 np 99:26 99:29 + 1 0.09 Nov 26 np 96:17 96:28 + 14 0.48 Aug 42 bp 75:04 75:27 + 28 1.24 2.125 02/40 144-12/17 – 44 -0.099 1195
27/8 Oct 20 101:05 101:05 .... 0.07 21/8 Dec 22 105:01 105:01 + 1 0.24 23/8 May 27 112:09 112:09 + 4 0.52 May 21 np 99:12 99:14 .... 0.54 Nov 26 ci 95:04 95:11 .... 0.72 Nov 42 ci 73:03 73:29 + 17 1.34 2.125 02/41 145-12/18 – 37 -0.051 1179
13/4 Nov 20 100:10 100:10 .... 0.07 11/2 Jan 23 103:04 103:04 .... 0.24 21/4 Aug 27 112:03 112:04 + 28 0.53 May 21 ci 99:27 99:27 .... 0.13 Feb 27 ci 95:18 95:31 + 15 0.61 Nov 42 bp 74:19 75:08 + 25 1.26 0.750 02/42 116-28/01 – 49 -0.028 1143
n-
25/8 Nov 20 101:04 101:05 .... 0.08 13/4 Jan 23 104:01 104:02 + 1 0.25 63/8 Aug 27 142:01 142:01 + 27 0.51 May 21 np 100:00 100:00 + 2 0.00 Feb 27 bp 96:17 96:27 + 16 0.47 Feb 43 ci 72:29 73:24 + 26 1.34 0.625 02/43 114-31/04 – 50 -0.035 1123
15/8 Nov 20 100:10 100:10 .... 0.07 23/8 Jan 23 105:09 105:09 .... 0.24 21/4 Nov 27 112:06 112:07 + 6 0.54 Aug 21 ci 99:22 99:26 + 1 0.15 Feb 27 np 96:11 96:19 + 13 0.51 Feb 43 bp 74:09 74:30 + 25 1.27 1.375 02/44 134-05/10 – 49 -0.056 1108
2 Nov 20 101:01 101:02 .... 0.10 13/8 Feb 23 103:02 103:02 + 1 0.24 61/8 Nov 27 141:06 141:06 + 5 0.51 Aug 21 np 99:06 99:09 .... 0.54 May 27 ci 95:12 95:25 + 17 0.61 May 43 ci 72:12 73:07 + 15 1.36 0.750 02/45 120-06/10 – 49 -0.063 1097
23/4 Nov 20 101:06 101:06 – 1 0.09 2 Feb 23 104:09 104:10 + 1 0.24 23/4 Feb 28 116:07 116:08 + 6 0.56 Aug 21 bp 99:23 99:26 .... 0.13 May 27 np 96:07 96:17 + 16 0.50 May 43 bp 73:30 74:19 + 26 1.27
Aug 43 ci 72:05 73:00 + 17 1.35 1.000 02/46 127-18/23 – 53 -0.064 1090
17/8 Dec 20 101:02 101:02 .... 0.08 71/8 Feb 23 119:04 119:05 .... 0.21 27/8 May 28 118:01 118:01 + 27 0.57 Aug 21 np 99:23 99:26 .... 0.13 Aug 27 ci 95:03 95:16 + 18 0.63 0.875 02/47 125-18/22 – 51 -0.074 1070
13/4 Dec 20 101:01 101:01 – 1 0.10 11/2 Feb 23 103:06 103:06 + 1 0.25 27/8 Aug 28 118:05 118:06 + 29 0.59 Aug 21 ci 99:24 99:25 + 2 0.16 Aug 27 bp 96:02 96:13 + 17 0.50 Aug 43 bp 73:22 74:11 + 27 1.27
23/8 Dec 20 101:06 101:06 .... 0.07 25/8 Feb 23 106:08 106:08 .... 0.24 51/2 Aug 28 140:00 140:00 + 27 0.57 Aug 21 np 99:23 99:24 + 2 0.18 Aug 27 np 95:31 96:13 + 17 0.50 Nov 43 ci 71:26 72:21 + 23 1.36 1.000 02/48 129-32/04 – 47 -0.072 1047
no
21/2 Dec 20 101:07 101:07 .... 0.05 01/2 Mar 23 100:07 100:07 .... 0.25 31/8 Nov 28 121:00 121:01 + 29 0.60 Aug 21 ci 99:12 99:13 + 3 0.43 Nov 27 ci 94:29 95:11 + 17 0.63 Nov 43 bp 73:12 74:02 + 26 1.28 1.000 02/49 131-17/22 – 41 -0.086 1026
2 Jan 21 101:04 101:04 .... 0.09 11/2 Mar 23 103:07 103:07 + 1 0.24 51/4 Nov 28 139:00 139:01 + 28 0.57 Nov 21 ci 99:20 99:24 + 1 0.16 Nov 27 bp 95:30 96:09 + 18 0.50 Feb 44 ci 71:19 72:14 + 27 1.36 0.250 02/50 109-28/02 – 38 -0.083 1004
13/8 Jan 21 100:10 101:00 .... 0.08 21/2 Mar 23 106:06 106:06 .... 0.25 25/8 Feb 29 117:03 117:03 + 29 0.61 Nov 21 bp 99:22 99:26 + 1 0.12 Nov 27 np 95:24 96:06 + 18 0.51 Feb 44 bp 73:02 73:24 + 29 1.28 *Yld. to maturity on accrued principal.
MUNI ISSUES
Friday, April 17, 2020
Issue Coupon Maturity Price YTM Issue Coupon Maturity Price YTM Issue Coupon Maturity Price YTM Issue Coupon Maturity Price YTM
Building Aid Revenue Bonds, Fiscal 2016 4.000 07-15-45 1076/7 2.53 Hospital Facs Rev Ref & Improve Bonds, S 4.000 11-01-44 1051/7 2.79 Metro Transp Auth NY transp rev Ser 2013 5.000 11-15-38 1034/5 3.86 South Carolina Public Service Auth reven 5.500 12-01-53 107 3.43
California (State) various purpose gener 5.000 11-01-43 1107/8 1.82 Hospital Refunding Revenue Bonds, Series 4.000 08-15-47 104 3.39 N.Y. University Revenue Bonds Series 201 4.000 07-01-45 1112/9 2.63 South Carolina Public Service Auth reven 5.000 12-01-48 1042/3 3.61
California St Pub Wks lease revenue Seri 5.000 11-01-38 1105/7 1.87 HospitalRevenueAndRevenueRefundingB 4.000 04-15-43 105 3.29 Nebraska Health Facilities Revenue Bonds 3.000 05-15-46 1015/8 2.71 SystemRevenueandRefundingBonds,Seri 4.000 01-01-43 1083/4 2.74
Consolidated Bds, One Hundrd Ninety-Thir 4.000 10-15-45 1071/5 2.59 HospitalRevenueAndRevenueRefundingB 4.000 04-15-48 1025/6 3.59 Revenue&RevenueRefundingBonds,Serie 4.000 04-01-45 1025/7 3.40 The City Of New York GO Bonds, Fiscal 20 4.000 03-01-39 107 /5 1 2.06
Grand Parkway Transp TX subordinate tier 5.000 04-01-53 1141/3 0.79 Hospital Revenue Bonds 4.000 10-01-49 1031/2 3.54 Revenue Bonds, Series 2016A 3.000 10-01-41 1031/3 2.44 TheNewSchoolRevenueBondsSeries2016 4.000 07-01-43 1051/8 3.15
Health Facilities Revenue Bonds 4.000 11-15-45 1071/3 2.31 Hospital Revenue Bonds, Series 2019A 4.000 01-01-46 1083/8 2.91 Revenue Bonds, Series 2016A 3.000 10-01-47 1021/2 2.59 Transportation Program Bonds, Series 201 4.250 06-15-44 100 4.24
Health System Rev Bds Srs 2016A and 2016 4.000 11-01-51 1075/7 2.51 Hospital Revenue Refunding Bonds, Series 4.000 11-15-46 103 3.47 Revenue Bonds, Series 2016A 4.000 08-15-39 1102/5 2.24 WaterandSewerSystemRevenueBonds,Ser 3.500 10-01-47 106 /3 2 2.52
HospRevImprovementBds(W.VaUnivHeal 4.000 06-01-51 107 3.04 Lease Revenue Bonds, Series 2018A 4.000 12-01-48 1111/2 2.51 Revenue Bonds, Series 2017 4.000 08-15-47 1111/6 2.34 WaterandSewerSystemSecondGeneralRe 4.000 06-15-49 111 2.51
Hospital Facilities Rev Ref Bds (Sentara 4.000 11-01-48 1131/6 2.30 McCormick Place Expansion Project Refund 4.000 06-15-50 90 4.61 Revenue Bonds, Series 2017 4.000 08-15-48 1101/6 2.56 Obligations issued by a state or municipality whose interest payments are
Hospital Facilities Revenue Bonds, Serie 4.000 05-15-47 1125/8 2.29 Memorial Sloan- Kettering Cancer Center 4.000 07-01-47 112 2.19 School Facilities Construction Refunding 4.000 06-15-49 952/3 4.26 exempt from Federal, and possibly from local taxation as well. n-new issue.
Metro Transp Auth NY transp rev bonds Se 5.000 11-15-43 1031/2 3.96 Second Indenture Revenue Bonds Fiscal 20 4.000 02-15-44 1081/3 2.66 Source The Bond Buyer.
Complete FOREIGN EXCHANGE LIST: Page M34 Foreign Markets Key Cross Rates $1=€0.9195, ¥107.53, £0.8000
Europe GLOBAL STOCK MARKETS Asia

Feeling Better: Europe’s markets pondered In Local Currencies 1
In U.S. Dollars Leap Forward: China’s economy shrank for the
prospects for a re-opening, and for Covid cures. Week's Week's first time in 50 years. But markets looked ahead.
Index % Chg. 4/17 52-wk Range % Chg. 4/17 52-wk Range
S&P Europe BMI 0.38% The World 2.3 1556.5 1874.3– 1251.5 2.3 2017.5 2435.0– 1602.1 S&P Pan Asia BMI 1.96%
E.A.F.E.2 0.6 973.8 1219.1– 842.4 0.7 1622.3 2057.7– 1354.3
Denmark 4.98 Australia 1.3 1088.0 1434.7– 910.3 2.1 618.1 872.8– 467.9 New Zealand 7.76
Austria –5.8 349.0 603.9– 273.9 –6.3 717.9 1284.1– 560.7
Switzerland 2.26 Belgium –2.0 787.4 1169.3– 644.9 –2.4 1062.6 1602.7– 867.7 Philippines 5.57
Canada 1.4 1821.8 2271.5– 1430.3 0.9 1403.4 1856.1– 1063.8
Sweden 1.76 Denmark 5.2 9430.4 10485.5– 7757.5 4.8 10324.8 11367.5– 8380.3 Taiwan 4.43
Finland 0.8 598.9 766.4– 492.2 0.3 432.6 554.9– 353.7
Norway 1.64 France –0.4 1627.8 2210.8– 1356.1 –0.9 1498.2 2055.9– 1241.8 Malaysia 3.97
Germany 0.6 807.6 1048.0– 639.1 0.2 1645.0 2153.2– 1295.2
Netherlands 1.08 Greece –3.7 36.1 62.2– 29.7 –4.1 14.6 25.8– 11.9 South Korea 3.20
Hong Kong 1.7 14671.8 18534.7– 12302.7 1.7 10511.9 13130.6– 8808.8
Germany 0.76 Ireland 0.1 189.9 251.4– 152.4 –0.3 157.7 214.6– 125.9 Singapore 2.35
Italy –3.5 556.6 835.4– 490.8 –3.9 195.6 291.1– 175.6
-0.13 Finland Japan 1.0 874.9 1053.1– 754.2 2.0 2933.9 3462.4– 2503.2 China 2.31
Netherlands 1.2 1637.1 2022.8– 1339.8 0.8 2929.0 3616.3– 2386.2
-0.46 France New Zealand 8.2 182.6 194.0– 150.5 7.6 167.3 186.9– 129.5 Australia 1.96
Norway 1.8 2488.8 3077.5– 2130.0 0.2 1716.7 2559.2– 1377.6
-1.26 Greece Portugal3 –0.5 86.2 113.1– 74.0 –1.0 61.5 80.0– 51.9 India 1.94
Singapore 1.3 1374.5 1798.0– 1178.7 1.0 2974.2 4060.9– 2483.6
-1.30 U.K. Spain –3.3 658.6 974.0– 589.8 –3.7 301.7 442.2– 275.0 Hong Kong 1.75
Sweden 1.8 12058.9 15073.5– 10157.6 1.4 6252.2 8070.5– 5094.4
-1.91 Belgium Switzerland 2.2 1299.4 1511.4– 1105.4 2.2 5777.0 6600.7– 4831.4 Thailand 1.14
U.K. –1.0 1646.3 2211.0– 1428.2 –0.7 857.8 1196.0– 683.9
-2.89 Italy U.S.A. 3.1 2740.3 3236.7– 2128.1 3.1 2740.3 3236.7– 2128.1 Japan 1.00
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-3.04 Spain -0.96 Indonesia
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 04/17/20 % Chg. 04/17/20 % Chg. 12/31/19 12/31/19 12/31/19
Amsterdam AEX 505.82 –0.44 –98.76–16.34 Mexico City IPC 34743 +0.51 –8797.92–20.21 Americas 303.53 2.56 352.84 — 49.31 — 13.98
Brazil 790.49 1.57 169.13 — 2.50 321.59 — 152.46 — 47.41
Athens General 606.75 –0.09 –309.92–33.81 Milan FTSE All Share 18368 –4.39 –7260.21–28.33 Canada 436.91 1.45 395.62 0.87 512.59 — 116.97 — 22.82
Chile 273.90 — 0.05 141.31 — 1.29 197.06 — 55.74 — 28.29
Bangkok SET 1239.24 +0.91 –340.60–21.56 Moscow RTS 1078.69 –6.65 –470.23–30.36 Mexico 573.30 0.20 193.54 — 1.95 310.96 — 117.42 — 37.76
U.S. 28840.28 2.72 28840.28 2.72 33035.38 — 4195.10 — 12.70

Bombay Sensex 31588 +1.38 –9665.03–23.43 Oslo Composite 815.92 +0.75 –216.32–20.96 Latin America 171.09 — 2.11 304.77 — 133.67 — 43.86
Europe 314.39 — 0.07 408.14 — 93.75 — 22.97
Brussels Bel-20 3015.41 –2.49 –940.42–23.77 Paris CAC 4499.01 –0.17 –1479.05–24.74 Austria 204.05 — 4.71 184.43 — 5.14 299.44 — 115.01 — 38.41
Belgium 293.81 — 1.91 265.55 — 2.35 368.41 — 102.86 — 27.92
Santiago Selective 2693.31 –0.10 –642.55–19.26 Denmark 1825.32 4.98 1669.62 4.59 1769.38 — 99.76 — 5.64
Buenos Aires Merval 29883 +6.66 –11788–28.29
Finland 1165.11 — 0.13 1053.05 — 0.59 1329.35 — 276.30 — 20.78
Sao Paulo Bovespa 78990 +1.68 –36655–31.70 France 333.81 — 0.46 301.71 — 0.91 412.89 — 111.18 — 26.93
Copenhagen OMX 20 1120.88 +2.95 –14.91 –1.31
Germany 390.33 0.76 352.79 0.31 455.73 — 102.95 — 22.59
Seoul Composite 1857.07 –0.20 –340.60–15.50 Greece 14.12 — 1.26 13.97 — 1.71 23.73 — 9.76 — 41.14
Dublin ISEQ 5082.99 –3.90 –2100.42–29.24
Ireland 548.69 0.47 495.91 0.02 665.38 — 169.46 — 25.47
Shanghai Composite 2838.49 +1.50 –211.63 –6.94 Italy 169.44 — 2.89 153.14 — 3.33 217.35 — 64.20 — 29.54
EURO STOXX SXXE 314.95 –0.33 –88.99–22.03
Netherlands 572.31 1.08 517.27 0.63 624.39 — 107.12 — 17.16
Shenzhen B Share Idx 833.88 +0.68 –127.74–13.28 Norway 495.95 1.64 336.89 0.05 500.64 — 163.76 — 32.71
EURO STOXX 50 SXSE 2888.30 –0.16 –856.85–22.88
Portugal 55.19 — 0.54 54.60 — 0.99 68.24 — 13.64 — 19.99
Singapore FTSE STI 2614.60 +1.68 –608.24–18.87 Russia 1855.71 — 5.71 198.19 — 6.56 290.94 — 92.76 — 31.88
Frankfurt DAX 10625 +0.58 –2623.23–19.80 Spain 309.80 — 3.04 280.00 — 3.48 399.59 — 119.59 — 29.93
Stockholm OMXS 582.15 +1.34 –98.67–14.49 Sweden 1115.89 1.76 794.25 1.39 982.90 — 188.65 — 19.19
Helsinki OMHX 8086.61 –0.20 –1788.05–18.11 Switzerland 566.17 2.26 855.23 2.25 940.04 — 84.80 — 9.02
STOXX Europe 50 SXSP 2826.09 +1.14 –576.94–16.95 United Kingdom 230.90 — 1.30 191.21 — 1.02 267.99 — 76.78 — 28.65
Hong Kong Hang Seng 24380 +0.33 –3809.75–13.51 South Africa 737.24 0.99 190.97 — 4.21 316.49 — 125.52 — 39.66
STOXX Europe 600 SXXP 333.47 +0.50 –82.37–19.81 Pacific Region 201.14 2.41 238.86 — 37.72 — 15.79
Istanbul IMKB 98179 +1.77 –16245–14.20 Australia 390.31 1.96 360.48 2.82 485.26 — 124.79 — 25.72
Sydney S&P/ASX 200 5487.50 +1.86 –1196.57–17.90
China 459.74 2.31 555.87 2.26 590.76 — 34.89 — 5.91
Jakarta Composite 4634.82 –0.31 –1664.72–26.43 Hong Kong 423.16 1.75 423.26 1.78 477.15 — 53.89 — 11.29
Taipel Weighted 10597 +4.33 –1400.10–11.67
India 879.94 1.94 452.70 1.83 624.41 — 171.71 — 27.50
Johannesburg All Share 49067 +2.20 –8016.92–14.04 Japan 112.68 1.00 130.85 1.92 155.29 — 24.44 — 15.74
Tel Aviv 125 Index 1299.99 –0.95 –316.71–19.59
Malaysia 211.00 3.97 126.38 3.14 156.90 — 30.52 — 19.45
Kuala Lumpur Composite 1407.34 +3.67 –181.42–11.42 New Zealand 360.24 7.76 423.24 7.22 494.63 — 71.39 — 14.43
Tokyo Nikkei-225 19897 +2.05 –3759.36–15.89
Philippines 293.32 5.57 229.91 4.92 313.51 — 83.61 — 26.67
LISBON PSI 2884.99 –0.12 –480.26–14.27 Singapore 148.96 2.35 172.05 2.08 224.34 — 52.29 — 23.31
Toronto S&P/TSX 14359 +1.36 –2703.55–15.84
South Korea 737.80 3.20 1026.80 3.34 1222.99 — 196.19 — 16.04
London FTSE - 100 5786.96 –0.95 –1755.48–23.27 Taiwan 104.77 4.43 113.83 4.57 129.43 — 15.59 — 12.05
Vienna ATX 2070.07 –5.22 –1116.87–35.05
Thailand 276.55 1.14 408.31 1.82 567.16 — 158.84 — 28.01
Euro Zone 111.40 — 0.85 148.72 — 37.32 — 25.10
Madrid IBEX 35 6875.83 –2.75 –2673.37–28.00 Wellington S&P/NZX 50 10778 +8.18 –713.18 –6.21
Europe Developed (ex U.K.) 411.17 0.24 520.07 — 108.90 — 20.94
Europe (Nordic) 827.93 1.84 1005.63 — 177.71 — 17.67
Manila Composite 5789.97 +5.07 –2025.29–25.91 Zurich Swiss 9612.83 +1.69 –1004.11 –9.46
Pacific (ex. Japan) 270.83 2.73 321.74 — 50.91 — 15.82
World (ex US) 170.45 0.97 214.75 — 44.30 — 20.63
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 233.80 1.95 279.60 — 45.80 — 16.38
that of the week of publication. GLOBAL DOW 2608.38 0.98 3251.24 — 642.86 — 19.77
s2020 S&P Dow Jones Indices. All Rights Reserved.
Mutual Funds Data provided by
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. CASH TRACK NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
MdCapVal 13.43 -0.09 -21.2 -3.6 AppreciationIS 22.66 NA NA NA Community Capital Tr:
A OneChoice2025 13.43
OneChoice2030 11.65
0.19
0.18
-6.5
-7.4
13.3
13.7 Back In The Pool: Investors returned to funds, narrowing the trailing month’s weekly average
DividendStrat1 n 21.28
DividendStratA 21.26
NA
NA
NA
NA
NA
NA
CRAQualInvFd 10.82 0.02 2.4 8.9
Credit Suisse Common:
AAM: OneChoice2035 14.42 0.25 -8.4 14.0 DividendStratI 21.90 NA NA NA ComdtyRet r 3.64 -0.08 -21.4 -23.7
B&GIncGroClI 17.37 0.29 -12.1 23.9 American Century Ins: outflow from equity funds to $1.6 billion. Taxable-bond fund outflows shrank to $48 billion, LargeCapGrowthA 45.62 NA NA NA Cullen Funds:
AB Funds: CAIntTf 11.88 0.05 -1.1 9.1 LargeCapGrowthI 51.04 NA NA NA HiDivEqI r 13.18 NA NA NA
AlBeGblBndFdClZ p 8.35 0.06 -1.1 8.5 American Century Inv: muni-bond outflows to $8.3 billion. Money-market fund inflows fell to $143 billion. LargeCapValueI 27.31 NA NA NA
AllMktRtrn1 6.79 -0.12
CapFdInc.LCapGow 62.23 3.13
-21.5
-1.2
-13.5
63.1
Balanced n
CaHYMu n
18.31
10.43
0.46
0.06
-4.0
-4.4
20.8
10.7
Equity Funds Municipal Bond Funds MidCapA 26.54
SmallCapGrowthA 28.11
NA
NA
NA
NA
NA
NA
D
DiscovValFd 13.36 -0.49 -32.1 -21.5 CAIntTF n 11.88 0.05 -1.2 8.5 6000 3900 SmallCapGrowthI 30.59 NA NA NA Davenport:
IntDurInstl 15.50 0.13 1.9 12.6 DivBnd n 11.31 0.13 3.9 12.7 SmallCapGrowthIS 31.05 NA NA NA Davenport Core n 23.70 0.46 -12.1 23.3
IntlStraEquPtZ 10.04 0.14 -19.0 -2.3 EmgMkt nr 9.69 0.26 -18.2 3.8 SmallCapI 41.30 NA NA NA EqOpp n 18.26 0.36 -14.7 27.7
MuniIncmShares 11.08 0.03 -7.5 10.0 EqGro n 28.13 0.97 -10.0 24.5 1300 -200 Clipper: Val&Incm n 14.08 -0.01 -20.4 2.6
MuniInflStr1 9.64 -0.04 -5.7 0.8 EqInc n 7.79 0.12 -14.3 10.8 ClipperFd n 99.73 0.10 -18.8 5.6 Davis Funds A:
AB Funds - A: GinnieMae n 10.77 -0.01 2.9 10.2 Cohen & Steers:
BalWlthStrA p 13.52 0.11 -14.7 0.1 Grwth n 34.65 1.88 -2.6 54.1
-3400 -4300 GlbRltyI 45.07 -1.49 -21.2 1.1
NYVen A 23.62 0.06 -20.4 7.0
Davis Funds C & Y:
GlobalBondA p 8.36 0.07 -1.1 7.5 Heritage n 18.58 0.62 -10.4 32.0 InstlRlty 38.76 -1.62 -16.7 9.4 NYVenY 24.29 0.06 -20.3 7.8
GrowthA p 75.73 3.49 -5.5 56.4
HighIncomeA p 6.83 0.07 -16.1 -7.0
IncGro n 33.73 0.85 -12.9 15.4 -8100 -8400 IntlRltyI r 9.83 -0.10 -21.7 6.9 Del Invest Instl:
InfAdjBd n 11.86 -0.09 2.2 8.8 PrefSecIncmA 13.04 0.18 -7.3 10.0 CorpBdI 6.09 0.15 0.8 17.7
LgCpGrA p 56.57 2.85 -1.3 61.5 InfProBd n 10.11 -0.04 -1.1 3.6 PrefSecIncmC 12.95 0.17 -7.5 7.8 USGrw 22.87 1.18 -2.1 44.2
MuCA A p 10.84 0.06 -3.1 6.9 Intl Gr n 11.03 0.35 -13.5 13.5 -12800 -12500 PrefSecIncnI 13.07 0.18 -7.3 11.0 Value 18.15 0.34 -18.4 5.3
MuNY A p 9.67 0.03 -3.8 6.2 IntlOppt n 8.95 0.31 -15.8 8.9 RltyIncA p 13.51 -0.56 -18.1 5.7 Delaware Invest A:
NtlMuA p 10.11 0.04 -2.7 7.8 Feb Mar Apr Feb Mar Apr
IntTF n 11.39 0.06 -1.1 9.2 RltyIncI 14.32 -0.59 -18.0 6.6 Diver Inc p 8.87 0.11 1.6 13.2
RelatValA p 4.55 0.02 -19.2 8.3 LgComVal n 9.08 0.09 -17.2 4.8 RltyShs n 54.77 -2.29 -16.6 8.9 GroInA p 11.36 0.21 -18.3 4.8
SmCpGroA p 47.72 1.85 -10.7 49.3 MdCapVal n 13.41 -0.09 -21.3 -4.2 Money Market Funds Taxable Bond Funds Colorado BondShares: OppA p 20.15 -0.45 -29.9 -11.8
SmMdCpGrA p 9.86 0.41 -7.2 41.3
SustGlblThemGrA p 113.36 3.56 -7.7 31.3
OneChAgg n 14.06 0.28 -11.4 13.8 175000 17500 ColoradoBdShs 8.85 0.05 -3.0 12.8 SmCpValA p 40.62 -2.18 -33.5 -22.1
OneChCon n 12.94 0.18 -5.6 11.8 Columbia Class A: SMIDCapGrA p 24.46 1.92 -1.4 72.0
AB Funds - ADV: OneChMod n 14.20 0.25 -8.7 12.9 AcornA t 10.11 0.27 -13.7 22.0 TotRtA p 13.49 0.19 -14.3 0.8
ConGroAdv 39.30 1.00 -9.5 46.5 OneChoice2025 n 13.43 0.19 -6.6 12.7 AMTTEBd 3.98 0.03 -2.9 11.1 TxExIncmA 9.13 0.03 -1.8 6.0
GlbBd 8.35 0.06 -1.1 8.3 OneChoice2030 n 11.65 0.18 -7.5 13.0 114000 -8000 BalancedA t 41.17 1.07 -5.2 19.6 TxUSA p 11.31 0.07 -2.8 9.0
HiIncmAdv 6.84 0.07 -16.0 -6.3 OneChoice2035 n 14.40 0.24 -8.5 13.4 BldrAggrsv 11.08 0.25 -12.6 13.6
IntlSmCapPtADV 8.41 0.06 -25.0 -12.1 Deutsche DWS:
OneChoice2045 n 14.80 0.28 -10.3 14.2 BldrMod p 10.35 0.18 -8.2 12.1 CapGrth p 82.23 4.14 -1.9 53.0
IntlStraEquPtADV 10.03 0.14 -18.9 -2.2 OneChoiceRet n 12.14 0.17 -5.7 11.8 ContCoreA p 24.34 0.84 -8.9 25.4 CapGrth n 83.24 4.19 -1.8 54.1
LgCpGrAdv 62.41 3.14 -1.3 62.7 Real n 24.41 -0.96 -18.1 3.6 53000 -33500 DisplCoreA p 10.60 0.32 -11.2 25.1 CoreEq n 24.58 0.63 -12.7 24.9
NationalPtf 10.11 0.04 -2.7 8.5 Select n 77.37 3.57 -3.5 50.2 DivIncA t 21.54 0.45 -11.3 24.4
SelectUSLgShrt 12.34 0.27 -5.9 20.2 EqDivA 46.44 0.08 -21.6 10.5
SmCpVal n 5.42 -0.25 -31.8 -17.6 DivOpptyA 7.46 0.05 -15.5 8.3 GblIncBldA 8.57 0.13 -11.2 9.0
SmCapCorePortADV 8.55 -0.08 -27.3 -13.8 Sustain Equity n 29.10 0.89 -10.1 36.2 EqValA 10.71 0.09 -19.0 6.9 GNMA S n 13.94 0.00 1.6 9.3
SmMdCpGr 10.74 0.45 -7.0 42.5 Ultra n 51.10 2.91 -2.0 59.9 -8000 -59000 FocEqA t 17.98 1.00 -3.2 47.5 HiIncA 4.42 0.10 -6.7 8.9
SmMidCpValAdv 13.86 -0.51 -32.2 -21.7 Value n 6.46 -0.05 -23.2 -5.2 Feb Mar Apr Feb Mar Apr Gbl Stgic Eq A p 13.21 0.31 -13.7 17.5
TxMgdWlthAppAdv 13.98 0.31 -15.6 11.0 HiYldTx n 11.33 0.04 -6.4 5.0
American Century R6: GlobTech 40.13 1.68 -10.0 49.7 IntTaxAMT n 11.71 0.05 -0.4 8.6
WlthApprStr 14.44 0.31 -15.5 10.7 EqInc 7.81 0.12 -14.3 12.0 HiYldBd 2.73 0.07 -7.6 7.2
AB Funds - C: The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI MgdMuniA p 8.92 0.05 -2.8 7.8
Growth 35.35 1.92 -2.5 55.8 IncmBldr t 11.47 0.13 -6.2 9.4 MgdMuniS n 8.93 0.05 -2.9 8.5
HighIncomeC p 6.91 0.07 -16.3 -9.2 MdCapVal 13.43 -0.09 -21.2 -3.1 LgCpGrowA t 42.58 2.32 -2.4 48.8
LgCpGrC t 40.18 2.01 -1.6 57.9 S&P500S n 30.01 0.90 -10.6 29.2
OCP2025 10.22 0.14 -6.6 13.7 LgCpIdx pn 45.97 1.36 -10.6 28.1 TechA 24.18 1.39 -0.6 70.1
AB Funds - I: OCP2030 10.62 0.17 -7.3 14.1 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. LgCpVl A 11.51 0.02 -18.5 6.3
GlbBd 8.35 0.07 -1.1 8.4 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. Diamond Hill Funds:
LgCpGroI 62.03 3.12 -1.3 62.6 American Century Y: LiGoBalA p 11.05 0.23 -10.1 13.7 CorpCrI 10.43 NA NA NA
SmCpGroI 53.13 2.07 -10.6 50.4 IntTF 11.39 0.06 -1.1 10.0 LgCpMultiStyle R 14.45 NA NA NA NY Mun n 13.75 0.05 -2.4 4.7 NatlMuni 10.79 0.06 -2.5 8.6 BrandesInstIE I 11.80 NA NA NA MdCpIndxA pn 12.14 -0.19 -24.0 -4.9 LgCapA p 22.50 NA NA NA
American Funds Cl A: LngShrtEq I 9.42 NA NA NA TxMgdIntl n 14.31 0.22 -19.9 -6.7 NYMUNIOPP 10.62 0.02 -6.8 5.3 Bridge Builder Trust: MidCapGthA t 21.29 0.88 -9.4 33.8 LgCapI 22.66 NA NA NA
Aberdeen Fds:
EmMktEqty Inst 12.67 0.33 -21.0 -6.5 2010TarRetA p 10.79 0.12 -3.7 13.2 MgdFutStr R 8.65 NA NA NA BlackRock Funds: ScTechOppInst 37.43 2.62 2.4 98.2 CoreBond 10.70 0.09 3.5 15.7 SelgComuInfoA 71.66 3.03 -10.5 49.0 LgCapY 22.68 NA NA NA
UltStMuniIncInst 10.03 -0.01 0.4 4.0 2015TarRetA p 11.36 0.14 -4.2 13.9 MgdFutStrI 8.64 NA NA NA CoreBd Inst 10.16 0.12 3.3 14.7 StratIncOpptyIns 9.52 0.10 -3.7 6.8 CorePlusBond 10.30 0.09 2.1 13.7 SelMidCpValA 8.34 -0.10 -26.0 -7.7 LongShortI 21.22 NA NA NA
USSmCapEq Inst 28.24 -0.16 -18.1 2.6 2020TarRetA p 12.42 0.17 -4.2 15.8 MgdFutStrN 8.48 NA NA NA CoreBd K 10.19 0.12 3.3 14.9 StratMuniOppI 10.80 0.01 -7.7 4.6 Intl Eq 9.86 0.15 -17.8 2.7 SmCpIdxA pn 16.65 -0.47 -28.9 -9.6 SmMidCapI 15.81 -0.43 -30.7 -17.0
Acadian Emerging Markets: 2025TarRetA p 13.38 0.24 -4.9 18.0 StylePremAlt I 7.20 NA NA NA CreStraInc Inst 9.60 0.16 -6.0 8.2 TotRet 12.07 0.12 2.2 14.0 LargeCapGrowth 15.20 0.74 -4.0 48.4 StrAlloc 13.24 0.17 -8.3 11.1 Dimensional Fds:
AcadnEm Inv n 16.47 0.13 -20.5 -8.4 2030TarRetA p 14.14 0.29 -6.7 19.2 StylePremAlt R 7.21 NA NA NA HiYBlk 6.96 0.06 -9.0 7.4 BlackRock Funds R: LargeCapValue 10.99 0.06 -19.3 7.3 StratIncA 5.61 0.08 -6.8 5.3 2TGlFxd 9.95 0.00 0.4 5.6
AIG Funds: 2035TarRetA p 14.36 0.37 -8.9 20.1 Aquila Funds: HiYInvA 6.95 0.06 -9.1 6.1 Equity Div p 16.48 -0.65 -21.3 4.6 MunicipalBond 10.28 0.04 -2.0 8.7 TaxEA 13.05 0.07 -3.1 8.9 5GlbFxdInc 10.78 0.01 0.5 6.9
FDivStII t 13.53 0.07 -20.6 -3.4 2040TarRetA p 14.58 0.41 -10.0 20.1 HI TF A 11.46 0.05 0.9 6.7 HiYldBd Inst 6.95 0.06 -9.0 7.1 GlblAlloc 16.75 0.12 -8.0 7.2 S/MCapGrowth 12.54 0.31 -12.6 28.2 TotReBdA t 9.17 0.08 0.2 11.3 CAIntrTrmMuniBd 10.71 0.04 0.1 6.0
Akre Funds: 2045TarRetA p 14.82 0.43 -10.2 20.4 ArbitrageI : InflProtBdInst 11.16 -0.07 3.4 11.4 BMO Funds: S/MCapValue 9.00 -0.21 -27.2 -11.3 Columbia Class Adv: CASTMuniBd 10.28 0.01 0.0 2.9
AkreFocusInst 44.49 0.11 -2.5 72.1 2050TarRetA p 14.53 0.42 -10.4 20.6 ArbitrageI 13.29 0.09 -0.4 7.3 LDurBlk 9.43 0.05 -1.4 5.6 CorePlBdI 12.07 0.12 2.3 13.7 Bridgeway Funds: ContCore p 25.03 0.86 -8.8 26.3 Cont 19.83 -0.11 -25.6 -8.0
AkreFocusRtl 43.34 0.10 -2.5 70.8 AmcpA p 30.82 1.27 -8.2 31.5 Ariel Investments: LowDurBdA 9.43 0.05 -1.6 4.6 IntrTaxFree I 11.14 0.04 -2.1 8.3 BluChip n 13.19 0.31 -11.7 30.2 DivIncom 21.94 0.46 -11.2 25.4 DFARlEst 34.17 -1.21 -16.1 6.0
Alger Funds A: AMutlA p 38.61 0.89 -10.7 20.3 ApprecInv pn 33.45 -0.54 -25.0 -12.5 LowDurI Inst 9.43 0.04 -1.5 5.4 IntTxFY n 11.15 0.04 -2.2 7.6 Brown Advisory Funds: Columbia Class C: EmgMkt 22.89 0.49 -21.5 -5.4
CapApr 26.85 1.58 -0.3 55.9 BalA p 26.90 0.60 -5.2 21.6 Ariel Inv pn 45.84 -1.29 -29.5 -15.7 BlackRock Funds A: UltrShtTxFrI 10.01 -0.02 -0.3 3.7 GrowEqInv n 25.45 1.29 -1.9 73.4 Balanced 41.06 1.05 -5.5 16.9 EmgMktSoCoEq 10.94 0.23 -22.7 -7.6
SpectraN 21.89 1.32 -2.5 51.6 BondA p 13.77 0.09 5.9 15.8 Artisan Funds: AdvLCGrwA 15.96 0.80 -3.8 45.5 BNY Mellon Funds: GrwthEquityInst 25.81 1.32 -1.9 74.2 ContCore p 21.74 0.74 -9.1 22.6 EmgMktVa 21.06 0.21 -26.6 -17.1
Alger Funds Inst: CapIBA p 55.84 0.66 -10.9 5.7 GblOppInst 26.70 1.20 -4.6 40.9 AdvLgCapCore p 15.13 0.48 -10.4 25.9 Aprec pn 30.58 1.06 -7.5 37.4 SmCapGrInv n 18.38 0.33 -16.8 18.8 DivInc t 20.84 0.44 -11.5 21.7 EmMktCorEq 16.81 0.34 -22.6 -9.0
CapWA p 19.84 0.07 -1.6 8.3 Columbia Class I: EmMktSmCp 15.71 0.38 -24.7 -16.3
CapApprI 34.35 1.99 -0.5 55.7 GblOppInv n 26.29 1.19 -4.6 39.9 BalCapFd 21.67 0.15 -7.4 19.5 CA AMTMuBdZ nr 14.71 0.08 -1.5 8.6 BrownSmCoInv n:
Allianz Fds Admin: CapWGrA 44.85 1.17 -13.8 12.7 Intl Inv n 27.93 0.64 -16.0 16.1 BasicVal 16.11 -0.16 -21.9 -2.6 Dr500In tn 44.96 1.33 -10.7 28.0 BrownSmCoInv n 90.83 3.56 -8.3 42.6 Acorn I n 12.69 0.33 -13.7 22.8 Fixd 10.31 0.01 0.5 5.4
RCMTechI 67.29 5.34 2.9 81.2 EupacA p 46.10 1.04 -17.2 6.3 IntlInst 28.09 0.65 -15.9 16.8 CAInsMuni 12.02 0.00 -5.7 5.7 Dreyf n 11.43 0.45 -7.2 33.2 Buffalo Funds: AcornIntl I n 26.48 0.64 -22.7 -0.1 GblAll60 40Inst 16.81 0.14 -10.9 8.5
Allianz Funds A: FdInvA p 53.79 1.59 -12.9 20.5 IntlVal Inst 28.06 -0.32 -24.2 -7.1 CapAppr 27.28 1.46 -1.1 60.4 DreyMid r Inv nr 24.73 -0.39 -24.1 -4.9 DiscFd n 22.27 0.93 -8.1 31.5 AltBeta I 6.90 -0.03 -6.1 -24.1 GlAll25 75Inst 13.23 0.05 -3.6 8.5
MidCpValA 24.39 -0.03 -20.6 3.1 GBalA p 31.11 0.47 -9.1 9.1 IntlVal Inv n 27.98 -0.32 -24.3 -7.8 EqtyDivd p 16.31 -0.64 -21.2 5.7 DynTotRetY 15.21 0.09 -8.0 3.2 Balanced I 41.08 1.06 -5.2 20.5 GlEqInst 20.00 0.22 -19.2 5.4
RCMGrowthA 50.42 2.89
RCMTech t 56.28 4.47
-2.1 50.0
2.8 79.3
GovtA p
GwthA p
14.88
48.62
-0.01
2.68
8.4
-4.9
14.5
38.4
MidCapInst
MidCapInv n
39.35
34.67
2.10
1.85
-1.3
-1.3
48.9
47.8
GlblAlloc p
HlthScOp p
17.69
64.95
0.12
3.94
-7.9
0.6
8.2
53.9
FloRtIncY
GblRealRtY
10.50
14.52
0.22
0.15
-7.9
-5.2
0.5
7.9
C ConSec I n
ContCore I
20.71
24.55
0.65
0.85
-6.1
-8.8
30.3
26.3
GlRESec
InfProtSec
9.31
12.44
-0.26
-0.09
-21.0
3.5
-0.5
12.0
Amana Income: HI TrA p 9.01 0.16 -8.9 3.8 MidCapVal Inv n 13.20 -0.28 -30.0 -17.9 LgCp Focus Gr 4.57 0.23 -0.9 58.1 GblRESecY 7.15 -0.18 -20.8 -2.0 Calamos Funds: CorpIncm I 10.85 0.26 1.8 17.5 IntGvFxdInc 13.85 0.09 8.9 18.1
AmanaIncm n 47.78 1.38 -9.5 24.2 HiInMuniA 15.32 0.07 -5.9 9.7 SmCpInv n 31.37 1.28 -7.1 56.8 MdCpGrA 24.63 0.99 -5.3 57.2 GlbStkI 21.02 0.69 -8.8 34.5 ConvI 15.54 0.66 -2.9 27.6 DivIncom I 21.56 0.45 -11.2 25.4 IntlCoreEq 10.52 0.02 -23.6 -8.5
AmanaGrowth n: ICAA p 35.16 1.18 -10.7 18.4 Ashmore Funds: MultiAstIncome 9.98 0.09 -7.9 6.0 GlFxIncI 21.95 0.14 0.0 10.0 Gr&IncA p 31.53 0.90 -8.1 24.1 DivOppty tn 7.50 0.05 -15.4 9.2 IntlREst 3.53 -0.03 -29.3 -12.3
AmanaGrowth n 42.42 1.73 -5.0 54.4 IncoA p 20.55 0.25 -10.8 10.4 EmgMktTRInst 6.08 NA NA NA NatlMuni p 10.80 0.06 -2.5 7.9 HYldI 5.62 0.12 -7.7 6.5 Gr&IncI 30.16 0.87 -8.0 25.1 FlexCap n 11.35 0.16 -15.0 6.6 IntlSustCore1 8.74 0.08 -20.7 -2.0
Amer Beacon Insti: IntBdA p 13.97 0.03 4.4 10.0 Ave Maria Funds: NYMUNIOPP 10.63 0.02 -6.8 4.6 InstS&PStkIdx I 53.64 1.60 -10.5 29.2 GrowthA p 28.13 0.94 -9.7 30.2 GlbTechGw I 40.15 2.18 -2.6 73.8 IntlVal 12.42 -0.22 -29.9 -19.2
IntlInst 13.31 -0.12 -27.9 -15.4 IntlGrIncA p 28.19 0.29 -21.7 -0.8 Growth pn 33.39 0.31 -12.1 41.0 ScTechOppA 34.58 2.42 2.3 96.8 Interm n 13.55 0.05 -0.9 9.0 MktNeutA p 13.24 0.04 -1.5 9.6 HYMuni I 9.95 0.05 -6.7 8.1 IntlVectorEq 8.96 -0.05 -26.7 -13.8
LgCapinst 20.96 -0.03 -23.4 -0.2 LtdTEBdA 15.85 0.05 0.3 7.3 RisingDivd n 14.92 0.13 -19.8 10.1 StratMuniOpp 10.80 0.01 -7.7 4.0 IntlSmCpY 10.08 -0.05 -28.8 -12.9 MktNeutI 13.07 0.04 -1.4 10.4 IntmMunBd I 10.31 0.04 -1.4 8.2 IntrLrgCpGroPor 11.80 0.26 -14.7 8.5
LgCpVal Inst 20.38 -0.16 -24.9 -6.6 N PerA p 42.49 1.77 -10.1 29.6 StrtIncOpptyInvA 9.51 0.09 -3.9 5.8 IntlStkI 19.41 0.51 -8.3 25.8 Calvert Investments: LgCapGr 12.26 0.67 -5.7 46.1 IntSmCo 14.01 -0.02 -25.9 -11.1
SmCpInst
Amer Beacon Inv:
15.73 -0.78 -35.3 -25.8 NEcoA p
NwWrldA
41.86
58.94
1.84
1.14
-8.4
-16.5
35.3
11.0 B TotRet 12.08
BlackRock Funds Blrk:
0.13 2.1 12.8 IntlStkY
MunBd nr
19.19
11.62
0.51
0.07
-8.2
-1.9
25.9
9.4
Bal A
Eq A p
32.82
52.96
0.80 -6.0 22.5
1.22 -4.0 62.1
LgCpGrow I n 44.74
LgCpIdx I n 46.28
2.43
1.37
-2.3
-10.6
50.0
29.1
IntSmVa
IntTermMuni 10.47
13.51 -0.16
0.04
-30.2
1.2
-22.7
7.4
LgCapInv 19.16 -0.03 -23.5 -1.2 SmCpA p 49.95 1.72 -15.1 16.9 Baird Funds: CapAppr 30.29 1.62 -1.0 62.2 NewtonIntlEqY 17.32 0.37 -18.5 -3.0 Carillon Eagle: MdCpIdx I n 12.08 -0.19 -24.0 -4.2 IntVaIII 10.60 -0.18 -29.9 -18.7
American Century A: STBFA p 10.12 0.01 2.2 6.6 AggBdInst 11.57 0.11 3.8 15.9 BlackRock Funds C: NY Tax nr 14.70 0.08 -1.3 8.4 MdCpGrA p 59.38 2.51 -9.9 37.5 MidCapGth I 23.35 0.96 -9.4 34.8 ITExQual 11.29 0.24 1.2 15.5
EqIncA p 7.79 0.12 -14.4 10.0 STTxExBdA 10.21 0.01 0.7 5.2 CorBdInst 11.80 0.14 2.7 15.5 EqtyDivd t 15.58 -0.61 -21.3 3.5 ResrchGrA 14.85 0.80 -2.2 45.5 Carillon Reams: SelComunInfo tn 79.82 3.38 -10.4 50.2 Japan 19.80 0.05 -20.3 -3.2
American Century C: TECAA p 17.72 0.09 -1.1 10.7 IntBdInst 11.54 0.10 3.0 12.1 GlblAlloc t 15.74 0.11 -8.1 5.9 ResrchGrZ n 15.22 0.83 -2.1 46.4 CorePlBd I 35.51 0.48 9.9 22.0 SelMdCpVal I p pn 8.36 -0.10 -25.9 -7.0 LgCo 22.05 0.66 -10.5 29.6
EqIncC p 7.79 0.12 -14.5 7.6 TxExA p 13.12 0.07 -0.9 10.7 QualIntMunBdInst 11.83 0.06 1.2 9.2 HlthScOp 56.03 3.38 0.3 50.5 SelMgrSmCpGroY 21.12 0.53 -17.5 18.4 UnconstrndBd I 12.60 0.16 5.1 13.4 SmCpIdx I n 16.78 -0.47 -28.9 -8.9 LgCpIntl 18.75 0.14 -20.4 -2.4
American Century G: WshA p 41.64 1.06 -13.0 22.6 ShtTBdInst 9.80 0.05 0.9 7.8 MultiAstIncome 9.97 0.10 -8.1 3.6 SelMgrSmCpVaY 16.98 -0.34 -24.9 -9.4 Carillon Scout: StratInc I 5.51 0.08 -6.7 6.0 SclCrEqInst 9.90 -0.03 -25.1 -10.9
GlBond 10.10 0.11 -1.0 NS AMG Managers Funds: Baron Funds: BlackRock Funds III: SmCpStk r Inv nr 20.29 -0.59 -29.0 -9.8 Intl I 14.17 0.00 -24.4 -7.0 TaxEZ n 13.05 0.07 -3.1 9.6 SelHdgGlFxd 9.53 0.04 -0.5 7.0
InfAdjBd 11.86 -0.09 2.2 NS Brandywine I n 46.35 2.10 -10.9 28.8 Asset n 79.90 2.55 -7.4 46.8 iShS&P500IdxK 340.76 10.15 -10.4 29.9 SmMidCpGrI 24.29 1.53 -3.1 56.5 MidCap I r 15.66 0.14 -17.6 6.5 TotReBd I 9.18 0.09 0.3 12.2 STExQual 10.78 0.04 -0.1 6.6
NT IntlGr 10.01 0.32 -12.8 19.2 DblLineCore+Bd I 10.27 NA NA NA EmergingMkts n 11.91 0.29 -19.1 -4.5 iShUSAggBdIdxK 10.83 0.07 4.8 15.8 StratValA r 28.59 -0.17 -24.1 -2.8 CausewayInst : USGvtMtg tn 5.40 0.02 -2.3 7.8 STGov 10.56 0.00 0.3 3.8
NT MdCapVal 10.26 -0.07 -20.8 -1.3 GWKMBd I 12.15 0.07 0.2 10.9 Growth n 70.14 0.54 -15.1 32.5 BlackRock Funds Inst: U.S.EqY 18.57 0.43 -12.2 30.7 CausewayInst 11.15 -0.14 -28.6 -17.0 USTrsIdx I 12.29 0.04 8.6 17.4 STMuniBd 10.19 0.01 0.4 3.3
NTDvBnd 11.34 0.11 4.4 15.1 LoomisSaylesBd I 26.13 0.24 -2.9 10.4 Partners n 65.40 4.91 -5.3 56.8 AdvLgCapCore 15.77 0.50 -10.3 26.8 WWGrA 49.93 1.73 -7.7 32.2 CausewayInv n: Columbia Class I2: TAUSCoreEq2 16.46 0.21 -18.0 11.2
NTEqGrp 9.88 0.34 -9.7 26.8 LoomisSaylesBd N n 26.13 0.25 -3.0 9.9 SmallCap n 24.68 0.48 -15.9 23.4 BalCapFd 21.77 0.15 -7.3 20.5 BNY Mellon Funds Tru: CausewayInv n 11.07 -0.13 -28.6 -17.4 ContCore I2 25.01 0.86 -8.8 26.7 TAWldexUSCr 8.53 0.05 -23.6 -9.0
NTGrwth 16.44 0.89 -2.5 59.1 TSIntlSC I 12.32 0.14 -24.2 -9.2 Baron Instl Shares: BasicVal 16.38 -0.16 -21.9 -1.7 BondFd 13.35 0.08 3.6 14.6 CGM Funds: DivIncom 21.92 0.46 -11.2 25.7 TM IntVa 10.67 -0.16 -29.3 -18.3
NTHeritage 10.74 0.36 -10.1 35.3 TSSmCapGrFd Z 16.68 0.62 -9.3 38.1 AssetInst 83.36 2.66 -7.3 47.9 CAInsMun 12.03 0.00 -5.7 6.5 EmgMkts 9.17 0.27 -20.7 -0.8 Realty n 18.16 -0.61 -29.3 -25.6 MidCapIndx 12.36 -0.19 -24.0 -4.2 TM US Sm 31.29 -0.77 -28.3 -13.9
NTHighInc 8.62 0.17 -9.8 NS TSSmCpGrFd N n 16.03 0.59 -9.4 37.3 DiscoveryInst 18.78 0.46 -13.3 35.8 CapAppr 30.06 1.61 -1.0 61.7 IncomeStk 6.43 -0.11 -27.3 -4.3 Chartwell: SmCapIndx 17.20 -0.48 -28.9 -8.9 TM USTgtVal 23.10 -1.02 -34.5 -24.3
NTIntlVal 7.27 0.00 -20.0 -11.1 YachtmanFocFd I 15.58 0.13 -14.3 17.9 EmergingMktsInst 11.94 0.29 -19.1 -3.7 EmgMkts 21.73 0.32 -16.2 17.2 IntlFd 10.67 0.04 -20.7 -3.4 Income n 11.92 0.16 -10.2 0.4 Columbia Class I3: TMMktwdVa 24.64 0.06 -23.4 0.1
NTLgVal 9.74 0.10 -16.9 7.3 YacktFocFd N n 15.62 0.13 -14.4 17.3 GrowthInst 72.76 0.56 -15.1 33.5 EqtyDivd 16.37 -0.63 -21.1 6.5 IntmBdFd 12.87 0.06 2.1 9.5 CIBC Atlas: Balanced I3 41.51 1.08 -5.1 20.9 TMMttVa2 22.81 0.05 -23.4 0.5
Sustain Equity 29.27 0.90 -9.9 NS YacktmanFd I 17.40 0.13 -15.0 14.3 PartnersInst 67.13 5.04 -5.2 58.0 FloRateIncPorIns 9.14 0.06 -7.6 2.5 MCMultiStrM 15.36 0.23 -16.3 13.0 DispEq Inst 20.68 0.70 -8.9 38.1 ContCore I3 p 25.03 0.87 -8.7 26.9 TMUSEq 30.43 0.90 -11.9 26.1
American Century I: Angel Oak Funds Trst: SmallCapInst 25.92 0.51 -15.9 24.5 GlblAlloc 17.81 0.12 -7.9 9.1 NtlIntmMuni 13.71 0.08 -0.7 9.5 ClearBridge: DivIncom 21.95 0.46 -11.2 25.9 US CoreEq1 21.53 0.38 -16.5 16.4
CaHYMu 10.42 0.05 -4.3 11.2 AglOkMtiStFdClA 9.69 NA NA NA Bernstein Fds: GlobLg/ShrtCrIns 9.38 0.08 -5.5 1.9 NtlShTMuni 12.76 0.04 -0.5 3.8 AggressGrowthA 153.11 NA NA NA SelLgCpGr t 13.22 0.73 -5.6 46.8 US CoreEq2 19.31 0.25 -18.1 10.8
DivBnd 11.32 0.13 4.0 13.5 AglOkMtiStFdClIn 9.67 NA NA NA Ca Mu n 14.13 0.05 -1.7 5.5 HlthScOp 68.50 4.15 0.6 55.2 Boston Trust Walden: AggressGrowthI 174.42 NA NA NA STBond 9.54 0.09 -3.6 2.8 US Micro 14.86 -0.42 -31.3 -16.1
EmgMkt 9.93 0.27 -18.2 4.4 AQR Funds: DivrMuni n 14.29 0.06 -1.3 6.3 HYMuni 9.05 0.01 -8.8 7.8 BostonBalanced 49.65 0.71 -10.0 25.0 AggressGrowthIS 176.73 NA NA NA Columbia Funds: US Small 24.98 -0.57 -28.4 -14.6
EqInc 7.81 0.12 -14.3 11.6 LgCapDefStyle I 20.88 NA NA NA EmMkts n 22.69 0.48 -21.0 -9.3 iShMSCIIntldx 11.16 0.11 -19.5 -1.0 Braddock Multi Strat: AllCapValueA 9.32 NA NA NA UltShortBd Inst3 8.96 0.04 -0.3 5.6 US SmCpVal 22.20 -0.99 -35.4 -27.8
Growth 35.39 1.92 -2.6 55.1 LgCapDefStyle R 20.85 NA NA NA IntlPort 13.78 0.22 -19.7 -6.6 MdCpGrEq 28.57 1.16 -5.2 58.5 Income Fund 5.64 0.33 -45.1 -36.9 AppreciationA 22.74 NA NA NA Commerce Funds: US TgdVal 14.95 -0.59 -35.2 -25.7
IntTF 11.39 0.06 -1.2 9.9 LgCapMomStyle I 19.35 NA NA NA IntmDur n 13.59 0.10 1.7 12.0 MultiAstIncome 9.99 0.09 -7.8 6.8 BrandesInstIE I : AppreciationI 22.58 NA NA NA Bond n 20.35 0.23 1.0 12.2 USLCpGr 21.42 0.79 -7.1 41.7
About our Funds reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN:
fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may capital. x: ex cash dividend. All data supplied by Lipper.
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
USLgVa 28.88 -0.05 -24.8 -3.2 FIDZroLgCpIx n 10.12 0.33 -10.0 NS FF2035A t 12.24 0.19 -13.6 13.7 IntlCapiApp K6 11.53 0.28 -11.4 NS Fidelity Selects: RisDv A p 59.30 NA NA NA ValEqGS2 14.74 NA NA NA Hyld 3.54 0.05 -12.0 -0.5
USLgVaIII 19.46 -0.03 -24.7 -2.8 Flex 500 Index 12.25 0.36 -10.4 29.9 FF2040 n 9.01 0.16 -14.9 11.9 IntlDisc n 38.43 0.84 -15.4 7.9 Biotech nr 20.43 1.45 -2.3 33.4 SmCpGr A p 16.98 NA NA NA Harbor Funds: HYMuA 9.41 0.05 -7.4 8.2
USSmCpGr 14.44 -0.16 -25.2 -4.3 Freedom2060K 10.58 0.19 -14.9 NS FF2040A p 12.95 0.21 -15.0 12.4 IntlEnhIdx n 7.85 0.08 -19.1 -3.8 Chem nr 9.70 -0.21 -21.6 -20.2 SmCpVal A p 32.40 NA NA NA Bond 12.09 0.10 NA NA IntlBdA p 4.68 NA NA NA
USSoCoreEq2 14.17 0.10 -19.4 9.7 GlexUSIdxInstPre n 10.80 0.13 -19.3 -0.9 FF2045 n 10.24 0.18 -15.0 11.8 IntlGrRet n 14.08 0.28 -11.6 22.8 Comp nr 70.84 1.66 -10.6 37.1 SmMCpGrA p 29.91 NA NA NA CapApInst 75.09 5.32 -0.9 61.8 IntlDivA 15.91 0.37 -15.7 8.1
USSustCoreI 21.32 0.43 -14.4 23.1 GrowthCompanyK6 11.70 0.93 1.7 NS FF2050 n 10.31 0.18 -14.9 11.8 IntlScOpps nr 17.13 0.28 -16.8 14.2 ConStap nr 79.57 2.28 -8.5 2.9 StrInc A p 8.78 NA NA NA CapApInv pn 71.45 5.06 -1.0 60.0 IntlGrow 26.75 0.47 -17.1 1.9
USVectorEq 14.27 -0.23 -26.8 -8.6 HighIncome C 8.06 0.16 -8.6 NS FrdmBlen2025 K6 9.61 0.12 -8.7 NS IntlSmCap nr 21.26 0.13 -24.3 -6.7 DfAero nr 13.14 0.15 -26.4 16.9 TgtCon A p 13.21 NA NA NA IntlInst r 31.49 0.16 -21.4 -10.8 IntlGrowA p 38.17 1.00 -14.4 3.6
WexUSGov 10.48 0.09 2.3 17.1 InflPrBdIndInsPr n 10.43 -0.09 3.6 12.1 Free2045L 10.19 0.16 -14.9 13.2 IntMu n 10.49 0.05 -0.7 9.7 Energy nr 19.27 -0.07 -45.7 -52.7 TtlRtn A p 9.63 NA NA NA LgCpValue 14.47 0.09 -16.9 16.1 IntlSmCoA 40.96 1.41 -15.1 19.9
WrdEXUSTARGETVAL 9.23 -0.01 -29.4 -21.8 IntlIdxInstPrem n 34.65 0.33 -19.3 -0.6 Free2050I 10.18 0.16 -14.9 13.2 InvGB n 8.48 0.05 4.2 16.2 FinSvc nr 7.08 -0.44 -30.9 -5.4 FrankTemp/Franklin C: SmCpValInst 26.02 -0.56 -25.5 -5.0 IntTMIA p 10.89 0.04 -3.5 7.0
Dodge & Cox: IntlIndex n 8.38 0.10 -19.6 NS Free2055 n 11.76 0.21 -14.9 11.9 InvGrBd 11.81 0.09 2.9 15.3 Gold nr 25.22 1.37 4.2 15.3 CA TF C t 7.47 0.05 -1.4 9.9 Harding Loevner: InvescoFd p 20.35 NA NA NA
Balanced n 84.64 0.00 -15.1 5.7 IntrTresBdIxPrem n 12.02 0.06 9.2 NS Freedom2010 K 14.82 0.13 -4.9 NS JpnSmCo nr 14.07 0.09 -18.3 5.7 Health nr 27.76 1.85 0.0 56.6 DynaTech C p 72.83 NA NA NA EmgMktsAdv n 45.81 0.50 -22.6 -5.2 InvGloblFdA 81.71 2.75 -14.8 19.9
GblStock n 9.39 0.02 -26.1 -9.1 LgCpGwId InstPre n 16.93 0.85 -3.3 55.5 Freedom2015 K 12.01 0.12 -6.6 NS LargeCap n 27.24 0.27 -18.8 10.9 HlthCareSrvPt r nr 101.46 6.44 -2.4 48.7 Fed TF C t 11.85 0.08 -0.5 7.5 IntlEq 20.12 0.30 -15.5 7.0 LmtdTrmMunInc p 11.27 0.03 -0.5 5.4
Income n 14.20 0.09 2.2 14.6 LgCpVlIdxIstPrem n 10.64 0.02 -19.5 3.7 Freedom2015 K6 11.98 0.12 -6.6 NS LCapCrEIdx n 14.95 0.49 -9.2 30.2 Ind n 26.14 0.02 -22.7 -1.6 Growth C t 92.23 NA NA NA Hartford Funds A: LmtTermBd p 4.46 NA NA NA
Intl Stk n 31.28 -0.18 -28.3 -17.1 LTTrsBdIdxInstPr n 17.34 0.25 23.8 NS Freedom2020 K 14.89 0.18 -8.1 NS LCapGrEIdx n 20.99 1.08 -2.3 46.8 ITSvs n 67.81 0.71 -9.2 69.3 HY TF C t 9.91 0.06 -3.6 5.7 BalIncA 13.98 0.20 -5.7 15.7 LtdTermMuA p 4.39 0.01 -4.6 9.7
Stock n 147.66 -0.15 -22.3 2.9 MidCpInxInstPrem n 19.16 0.18 -18.9 9.2 Freedom2020K6 14.85 0.17 -8.0 NS LevCoSt n 25.01 0.56 -22.9 0.5 MdTchDevis n 57.23 3.41 -2.6 63.6 Income C t 2.03 NA NA NA CapAppA p 32.48 0.91 -13.2 22.3 MfCpCEq 14.27 0.21 -19.0 -0.8
.
Domini Funds: NewMkt I 13.07 0.09 -12.2 NS Freedom2025 K 12.98 0.17 -9.2 NS LgCpVHIdx n 11.20 0.10 -18.2 6.3 Multimedia nr 56.98 2.36 -8.9 20.0 RisDv C t 58.18 NA NA NA Chks&Bal p 8.56 0.13 -8.6 18.6 MidCpGwth p 31.58 1.53 -6.6 33.7
Intl Eq Instit 6.32 0.03 -21.1 -11.4 RealEstIdxInst n 12.94 -0.64 -23.6 -9.1 Freedom2025K6 12.96 0.17 -9.2 NS LmtTrmMuniIncm n 10.59 0.02 -0.5 5.8 Pharm n 22.57 1.28 -0.3 44.2 StrInc C p 8.77 NA NA NA DiscpEqA p 31.22 0.82 -10.7 34.8 MidCpValA 34.52 -0.78 -27.6 -16.3
ly
US Equity Inv pn 22.53 0.90 -6.0 24.7 SAIUSLgCpIndxFd 15.46 0.46 -10.6 29.7 Freedom2030 K 15.86 0.23 -10.9 NS LowP nr 39.06 0.36 -21.9 1.5 Retail nr 16.02 1.09 -4.8 48.2 Utils C t 19.62 NA NA NA DivGth A p 22.35 0.28 -15.3 16.6 MnStFndA 43.08 1.60 -10.5 20.6
DoubleLine Funds: SeriesOverseas 9.18 0.18 -14.8 NS Freedom2030K6 15.84 0.24 -10.9 NS LowPriStkK r 39.02 0.36 -21.9 1.7 Semiconductors r nr 10.27 0.35 -12.0 62.9 FrankTemp/Franklin R: EqInc t 16.62 0.10 -14.9 11.8 MnStOpA p 17.49 0.59 -10.4 18.3
CoreFxdIncmI 10.82 NA NA NA SerLTTreBdIdx 10.62 0.15 23.5 45.3 Freedom2035 K 13.03 0.22 -13.5 NS LowPriStkK6 9.50 0.09 -21.4 NS Softwr nr 19.18 0.88 -0.2 79.9 FrkDynTchR6 92.51 NA NA NA FltRateA t 7.60 0.13 -9.4 -0.2 MnStSmCpA p 21.09 0.32 -19.3 2.0
CorFxdIncN n 10.81 NA NA NA SmCpIdxInstPrem n 15.56 -0.22 -26.0 -5.5 Freedom2035K6 13.01 0.22 -13.6 NS LtdTmBdFd n 11.68 0.07 0.8 8.4 Tech nr 18.82 1.02 -1.6 74.0 FrkGrthR6 101.98 NA NA NA GrOppty t 38.62 2.74 -1.9 52.0 ModeAlloc p 11.09 NA NA NA
EmgMktIncmI 9.15 NA NA NA STBdIdx InstPrem n 10.33 0.03 3.1 NS Freedom2040 K 9.01 0.16 -14.8 NS MagellanK 9.82 0.45 -3.5 43.4 UtilGr nr 83.28 -1.21 -10.6 28.2 FrkIncR6 1.98 NA NA NA GrowAllA p 11.08 0.14 -13.9 10.2 ModInvA 10.21 NA NA NA
FlexibleIncomeI 8.56 0.14 -10.9 -1.2 STTreIdx InstPre n 10.89 0.00 3.9 NS Freedom2040K6 8.98 0.16 -14.9 NS Magin n 9.83 0.45 -3.6 43.0 Fidelity Series: FrkRisDivR6 59.22 NA NA NA Hlthcare 36.96 1.99 -1.9 38.0 MunInA 12.91 0.08 -3.8 8.2
on
GlobalBondN 10.21 0.03 -2.4 4.4 TMktIdxInstPrem n 79.28 2.11 -12.2 25.5 Freedom2045 K 10.23 0.18 -14.9 NS MAMun n 12.27 0.06 -0.5 10.5 Canada 8.68 -0.01 -23.1 NS FrkSmCpGrR6 18.97 NA NA NA MidCap A p 25.50 0.30 -16.6 21.5 RchHiYldMuniA 7.33 0.04 -6.2 15.2
InfraIncomeI 9.85 0.20 -4.4 7.0 TotalMarketIndex n 9.95 0.27 -12.3 NS Freedom2045K6 10.21 0.18 -14.8 NS Manager40 n 11.33 0.15 -5.2 13.2 FASeriesEqGroFd 13.72 0.74 -3.2 60.1 FrkTotRtnR6 9.70 NA NA NA Muti-AstIncGw 18.66 0.14 -8.1 10.8 RealEst p 16.72 -1.85 -18.5 1.3
LowDurBdI 9.56 NA NA NA TtlIntIdxInstPr n 9.94 0.12 -20.0 -1.8 Freedom2050 K 10.30 0.18 -14.9 NS Manager60 n 11.92 0.20 -8.4 14.2 IntMuni Z 10.51 0.05 -0.7 NS MutShrR6 20.34 NA NA NA ShtDur 9.69 0.08 -1.8 5.7 RisingDivA 18.17 0.38 -12.0 19.1
LowDurBdN n 9.55 NA NA NA USBdIdxInstPrem n 12.44 0.08 5.2 16.2 Freedom2050K6 10.29 0.19 -14.8 NS McpVl n 16.96 -0.34 -26.7 -17.0 STCrFd 10.05 0.05 0.4 8.1 TempGlbBndR6 10.02 NA NA NA TotRBdA p 10.79 0.09 2.3 14.5 RochAMTFrMuni 7.46 0.04 -0.8 18.1
ShillerEnhCAPEI 12.39 NA NA NA Fidelity Adv Focus A: Freedom2055 K 11.75 0.21 -14.9 NS MegaCpStk n 12.95 0.19 -16.5 15.8 Fiera Capital: TmpGlbTotRtnR6 10.23 NA NA NA Hartford Funds C: RochCAMuni 8.73 0.05 -1.4 14.7
ShillerEnhCAPEN n 12.38 NA NA NA HthCarA r 55.53 3.63 -0.3 52.1 Freedom2055K6 11.73 0.21 -14.9 NS MidCap n 27.71 -0.27 -22.6 3.5 EmgMkt Inst 39.14 0.85 -20.1 -6.4 TmpGrthR6 18.52 0.28 -17.9 -8.4 Bal IncC 13.76 0.19 -5.9 13.1 RochLmtTrNYMuni p 2.98 0.00 -1.7 9.9
TotRetBdI 10.51 NA NA NA TechA t 57.98 3.13 -1.5 75.0 Freedom2060 n 10.59 0.19 -14.9 11.8 MidCapEnIdx nr 12.40 0.12 -19.4 3.4 First Eagle Funds: TmpFrgnR6 5.37 0.00 -24.7 -20.1 Hartford Funds I: RochPAMuni 10.92 0.02 -2.2 16.7
TotRetBdN n 10.50 NA NA NA Fidelity Adv Focus C: FundK 49.08 2.22 -3.2 44.4 MidCapStkK r 27.72 -0.28 -22.5 3.8 GlbA 50.33 0.34 -13.1 2.8 FrankTemp/Mutual A&B: BalIncI 13.98 0.20 -5.7 16.6 RoMu A p 16.14 0.08 -2.7 18.4
us ,
Driehaus Funds: HthCarC p 43.40 2.83 -0.5 48.7 Idx2015InsPre 13.31 0.17 -3.9 17.7 MIMun n 12.47 0.07 0.7 12.4 OverseasA 20.95 0.22 -12.5 -1.4 Beacn A 12.60 NA NA NA CapAppI 32.65 0.92 -13.1 23.3 SenFltRtA 6.40 0.05 -13.3 -10.1
EmMktsGr n 33.54 0.96 -15.2 13.3 Fidelity Advisor: Idx2020InsPre 14.10 0.19 -5.4 17.8 MNMun n 11.87 0.06 0.3 10.8 US Val A t 15.39 0.01 -14.5 4.5 Shares A 20.10 NA NA NA DivGthI 22.23 0.28 -15.2 17.5 ShortTerm p 8.38 0.05 -1.8 4.8
l
Dupree Mutual Fds: SrsAdvIntlCapApp 21.35 0.51 -11.5 24.4 Idx2025InsPre 15.40 0.23 -6.6 18.1 MtgSec n 11.58 0.00 2.5 11.2 US Val I r 15.69 0.01 -14.4 5.3 FrankTemp/Temp A: EmrgMktEqInv r 13.64 0.30 -17.8 5.5 SP IncomeA 2.11 0.16 -52.3 -57.3
e
KYTF n 7.88 -0.02 0.8 11.1 StragInc n 11.72 0.15 -5.2 NS Idx2030InsPre 15.68 0.26 -8.3 19.1 MuniInc n 13.00 0.04 -2.1 11.4 FMI Funds: DvMk A p 17.27 NA NA NA EqIncI 16.51 0.10 -14.8 12.6 Invesco Funds C:
al a
TotBdFdClZ 11.04 0.09 2.2 14.1 Idx2035InsPre 16.35 0.30 -11.1 18.2 NASDAQ nr 108.78 6.26 -3.4 51.4 IntlInvst n 24.64 0.10 -23.9 -12.3 Frgn A p 5.47 0.00 -24.8 -21.2 FltRateI 7.59 0.13 -9.4 0.6 Eq IncC 8.59 0.01 -14.6 -1.0
E Fidelity Advisor A:
AdvMdCpIIA p 14.81 0.02 -23.3 -7.2
Idx2040InsPre
Idx2045InsPre
15.96
16.56
0.32
0.33
-12.6
-12.6
16.9
16.9
NewInsights Z
NewMill n
29.89
29.43
1.25
0.12
-8.7
-21.7
35.1
6.2
LgCapInvst n 16.40
FPA Funds:
-0.01 -17.0 12.2 GlBond A p
GlSmCo A p
10.06
7.11
NA
-0.02
NA
-26.3
NA
-10.2
GrowOppI t
InterValue
41.29
10.18
2.94
-0.19
-1.8
-32.3
53.3
-22.2
EqWtdC
RchHiYldMunC 7.30
49.07 0.38
0.04
-19.2
-6.4
5.8
13.0
Eaton Vance Class A: AdvStrDivInA p 13.70 0.30 -10.1 12.6 Idx2050InsPre 16.58 0.32 -12.6 16.9 NewMkt nr 13.07 0.09 -12.1 -6.4 FPACres n 28.09 -0.11 -17.0 -0.9 Growth A p 18.52 0.28 -17.9 -9.3 MidCap 26.50 0.31 -16.5 22.4 RoMu C p 16.10 0.08 -2.9 15.8
ci on
AtlCpSMID p 26.42 -0.08 -21.2 19.4 BalancA t 20.74 0.48 -6.7 21.3 Idx2055InsPre 13.62 0.26 -12.6 16.9 NJMun nr 11.93 0.12 -2.1 13.1 NwInc n 9.87 0.02 -0.5 7.6 World A p 11.41 0.16 -16.3 -6.6 MunOpptI 8.69 0.03 -1.6 10.7 SenFltRtC 6.41 0.05 -13.5 -12.0
DivBldrA 13.67 0.38 -11.9 25.4 BioTech 28.18 2.09 1.4 36.9 Idx2055Investor 13.61 0.27 -12.6 16.7 NYMun n 13.21 0.07 -1.3 10.0 Franklin A1: FrankTemp/Temp Adv: WorldBond 10.51 0.09 -0.4 9.5 StlpathMLPAlphFd 1.90 0.15 -52.3 -58.1
FloatRt 8.27 NA NA NA DivIntlA 20.97 0.49 -14.0 9.5 Income n 11.42 0.06 -2.3 11.7 OHMun n 12.21 0.07 -0.6 10.7 AZ TF A1 p 10.77 0.06 -0.5 9.9 Frng Adv 5.38 0.00 -24.8 -20.6 Hartford Funds Y: TEHYC 9.37 0.04 -7.8 5.7
FltgRtAdvg p 9.37 NA NA NA EqGrA p/r t 11.95 0.64 -3.5 55.1 Income K 11.40 0.06 -2.3 NS OTC n 12.39 0.73 -3.1 60.1 CA TF A1 p 7.48 0.05 -1.4 11.5 GlBondAdv p 10.02 NA NA NA DiscpEq 31.66 0.84 -10.6 36.1 Invesco Funds Instl:
Inc Bos 5.11 NA NA NA EqInA 22.95 -0.06 -21.0 -0.9 Fidelity Invest: OTC K 12.60 0.74 -3.2 60.6 CAHY A1 p 10.66 0.06 -4.0 10.4 TGlTotRAdv 10.24 NA NA NA DivGthY 22.98 0.28 -15.2 17.6 IntlGrow 27.28 0.49 -17.0 2.9
LgCpVal 16.89 0.07 -19.2 9.7 FF2030A p 12.93 0.17 -11.0 14.5 AdvSrsGroOpport 12.53 0.87 -3.2 93.8 OverseasK r 43.89 0.81 -15.0 10.2 CAInt A1 p 11.87 0.06 -1.0 7.2 FrankTemp/Temp B&C: IntlValY 10.42 -0.19 -32.3 -22.1 SmCpGr 35.58 1.02 -13.2 17.8
NatlMuniInc 9.97 NA NA NA FltRateA r 8.52 0.11 -9.2 0.6 AggrInt n 20.29 0.49 -11.6 24.9 Ovrse n 43.98 0.80 -15.1 9.8 CO TF A1 p 11.55 0.05 0.1 9.0 GlBond C p 10.09 NA NA NA IntOppY 14.23 0.30 -17.4 -1.1 Invesco Funds P:
ShDurGovIncFd 8.12 NA NA NA GrOppA 86.28 5.96 -2.8 87.7 AilSectEq 8.72 0.27 -10.6 26.6 PAMun nr 11.25 0.03 -0.4 11.6 Fed TF A1 p 11.86 0.08 -0.3 9.3 Frost Family of Fund: MidCapY 31.61 0.38 -16.5 22.6 Summit P pn 20.92 1.15 -5.3 50.5
er s
ShDurStratIncFd 6.71 NA NA NA HiIncAdvA 9.86 0.15 -12.9 3.4 AMgr20% n 13.26 0.11 -2.3 11.0 PcBas nr 30.92 1.03 -10.5 22.2 FedInt A1 p 12.09 0.05 0.2 7.3 FrTRInst 9.80 0.04 -4.5 4.3 WorldBond 10.54 0.09 -0.5 9.6 Invesco Funds Y:
TMG1.0 n 1225.36 41.26 -10.8 28.7 NwInsghtA p 29.08 1.21 -8.8 33.6 AMgr50% n 17.33 0.27 -6.7 13.9 PuritanK 21.73 0.70 -4.0 26.1 FedL T TF A1 10.52 0.04 0.7 5.5 FrTRIS pn 9.79 0.04 -4.6 3.4 Hartford HLS Fds IA: BalancedRiskAllY n 9.50 -0.01 -10.1 2.6
TMG1.1 55.05 1.86 -10.9 27.4 SmllCapA p 18.37 -0.15 -22.7 -3.7 AMgr70% n 20.42 0.38 -10.1 14.5 Puritn n 21.75 0.70 -4.0 25.8 HiInc A1 1.70 NA NA NA Balanced 27.89 0.56 -7.9 19.4 DevMktY n 37.21 0.42 -18.4 8.4
TMG1.2 24.74 0.83 -10.9 26.8 StkSelMC p 26.29 -0.54 -26.1 -1.6 AMgr85% n 17.62 0.37 -12.3 15.2 RealE n 36.98 -1.57 -17.7 0.2 HY TF A1 p 9.71 0.05 -3.4 7.4 GH CapApp 40.64 1.10 -11.7 24.1 DiscovY n 88.45 4.37 -6.7 49.1
WW Hlth Science p 12.35 0.70
Eaton Vance Class C:
-0.2 42.3 StrInA
TotalBdA p
11.56
11.06
0.15
0.08
-5.2
2.1
6.8
12.7
m er
AstMgr30R n
Balanc n
10.92
22.79
0.12
0.53
-3.8
-6.8
12.3
22.6
RealEstInc nr
REInc n
9.91
8.88
-0.08
-0.03
-20.7
-20.1
-4.2
-3.2
IncomeA1 p
MIInsTF A1 p 11.73
2.00 NA
0.06
NA
1.0
NA
11.4 Gabelli Funds:
DiscEqui
Div&Grwth
14.25
18.63
0.38
0.24
-10.8
-15.6
35.4
17.6
EqWtdY n
GlblOppY n
52.01
52.84
0.41
2.48
-19.0
-15.3
8.9
19.0
FltgRtAdvg p 9.35 NA NA NA Fidelity Advisor C: BalancedK 22.79 0.53 -6.8 23.0 SAIIntlMinVolInd 9.57 0.15 -14.0 6.5 MNInsTF A1 p 12.52 0.08 0.9 10.3 ABC pn 9.83 0.09 -3.7 2.4 GrwthOpp 34.88 2.49 -1.6 54.6 GloblY n 81.97 2.76 -14.8 20.7
Eaton Vance Class I: BalancC 20.59 0.47 -7.0 18.5 BluCh n 104.96 6.82 -2.6 60.1 SAILTTreBdIdx 13.61 0.20 24.5 47.7 MO TF A1 p 11.67 0.04 -0.2 8.7 Asset pn 44.89 0.13 -18.4 5.4 IntlOpp 13.65 0.28 -17.6 -0.9 IncomeY n 2.21 0.18 -52.1 -56.9
AtlCpSMID 29.64 -0.09 -21.1 20.3 GrOppC p 72.60 5.01 -3.0 83.5 BluChpGr K6 14.72 0.94 -2.2 NS SAISm-MidCap500I 10.01 0.04 -22.2 4.1 NC TF A1 p 11.54 0.05 0.4 7.9 SmCapG n 34.75 -0.50 -26.0 -12.2 MidCap 31.90 0.38 -16.4 22.8 IntGrowY n 37.91 0.99 -14.3 4.3
FloatRtHiInc 7.87 NA NA NA NwInsghtC t 24.43 1.02 -9.0 30.6 BluChpGrK 105.23 6.84 -2.5 60.6 SAIUSMinVolIndFd 14.01 0.38 -8.0 33.3 NJ TF A1 p 11.19 0.07 -1.4 8.2 SmCpGrwI 35.77 -0.51 -26.0 -11.5 SmallCo 17.09 0.51 -16.4 31.8 IntlBdY n 4.68 NA NA NA
FltgRt 8.00 NA NA NA StrInC t 11.53 0.15 -5.5 4.4 CALmtTrmTFB n 10.67 0.02 -0.3 5.8 SAIUSQtyIdx 13.75 0.45 -6.3 43.9 NY TF A1 p 11.01 0.07 -0.7 8.4 TETONWstMMFdI 19.31 -0.43 -28.3 -16.6 SmCpGrwth 24.09 0.38 -18.9 12.9 IntlSmCoY n 40.59 1.39 -15.0 20.8
m rp
GblMacAbR 8.32 NA NA NA Fidelity Advisor Fun: CAMun n 13.04 0.05 -0.7 11.0 SCEnhIdx n 9.54 -0.10 -27.0 -14.4 OHInsTF A1 p 12.93 0.06 1.2 11.9 Util A p 7.77 -0.08 -11.5 7.1 Stock 83.45 1.58 -9.9 34.4 MnStFndY n 42.68 1.59 -10.4 21.4
IncBos 5.11 NA NA NA IntlGrwZ 14.07 0.28 -11.6 23.4 Canad nr 41.36 0.20 -21.5 -5.8 SmallCap nr 13.07 -0.17 -27.9 -6.5 OR TF A1 p 11.65 0.06 0.6 9.8 Util C t 4.80 -0.04 -11.5 4.8 TotRetBd 11.63 0.10 1.7 14.9 RocMuniY n 16.15 0.08 -2.6 19.3
LgCpVal 16.97 0.08 -19.1 10.5 Fidelity Advisor I: CapAp n 31.38 1.34 -7.3 33.4 SmCapDisc n 15.69 -0.45 -32.2 -19.3 PA TF A1 p 9.80 0.01 -0.2 7.7 GAMCO Funds: Heartland Funds: Sel40Y n 3.28 0.18 -50.9 -55.1
NatlMuniInc 9.97 NA NA NA BalancI 21.19 0.50 -6.6 22.2 CapApprK 31.46 1.34 -7.3 33.8 SmlCapO n 10.83 -0.07 -22.6 3.9 US Gov A1 p 6.16 -0.01 2.9 8.9 GwthAAA pn 65.37 3.25 -0.7 60.9 Val Inv n 26.55 -0.74 -31.1 -20.9 IVA Funds:
ParEmMktsFdInst 10.73 0.04 -26.3 -17.8 BiotechI 30.09 2.23 1.5 38.0 CapDevO n 13.09 0.13 -18.3 11.7 SmlCpGrth nr 23.24 0.64 -15.1 33.3 Utils A1 p 19.73 NA NA NA Gartmore Funds: Hennessy Funds: Intl I r 12.80 0.05 -19.4 -11.1
Eaton Vance Funds: ConsvIncmMuni I 9.98 0.00 -0.4 3.8 ChinaReg n 38.06 1.36 -3.7 39.2 SmlCpGrth K6 12.61 0.35 -14.9 NS Franklin Templeton: NationwideInstSv 20.53 NA NA NA FocInst 63.95 -1.44 -22.0 10.2 WorldwideA t 14.02 -0.03 -15.8 -5.0
ParTxMgdEmgMktIn 36.33 0.20 -25.3 -16.4 DivIntl 21.33 0.50 -13.9 10.4 CnvSc n 29.64 1.17 -4.6 28.4 SmlCpVal nr 10.90 -0.43 -28.9 -17.3 TgtGroA p 16.02 NA NA NA Gateway: FocInv 61.88 -1.40 -22.1 9.0 WorldwideI r 14.08 -0.02 -15.7 -4.2
Edgewood Growth Instituti: EqGrI 13.36 0.72 -3.3 56.4 Contra n 13.14 0.69 -3.5 47.8 Srs1000ValIndRet 10.56 0.02 -19.4 3.7 TgtModA p 13.79 NA NA NA GatewayA 32.14 0.32 -7.1 5.2 GasUtilIndInv 24.93 -0.13 -12.2 2.6 Ivy Funds:
EdgewoodGrInst 38.02 1.46 -1.3 61.7 FAInvGrdI 8.49 0.05 4.3 16.2 ContraK 13.16 0.69 -3.5 48.3 SrsBlChGroRetail n 14.58 0.97 -3.0 64.7 FrankTemp/Frank Adv: GE Elfun/S&S: JapanInst 34.84 1.00 -11.8 22.5 AssetStrA p 18.80 0.47 -13.3 12.1
co o
FF2030 13.01 0.17 -10.9 15.3 CorpBd n 12.20 0.25 1.4 17.8 SrsCommStrt 3.67 -0.07 -22.9 -24.5 CA HY Adv t 10.68 0.06 -4.1 10.7 RSPIncm n 12.07 0.08 2.7 13.8 Homestead Funds: AssetStr I r 19.09 0.47 -13.3 13.0
F FF2040
FltRatel
13.04
8.51
0.20
0.12
-14.9
-9.0
13.2
1.4
CpInc nr
DisEq n
8.90
37.93
0.17
1.68
-12.1
-5.2
5.7
29.3
SrsEmrgMkt
SrsGlobal
16.76
10.63
0.40
0.13
-18.8
-19.3
7.7
-0.7
CA IntAdv
CA TF Adv t
11.90
7.47
0.06
0.05
-1.0
-1.3
7.5
12.0
RSPUSEq n
Tax Ex n
52.60
11.39
1.71 -8.2 32.8
0.07 -0.2 10.6
ShtTmBd n
Value n
5.33
43.11
0.01 2.3 8.9
0.47 -16.3 18.4
BalancedA p
CoreEqA t
21.93
13.08
0.39
0.47
-10.1
-8.3
14.0
34.0
Fairholme: GrOppI 93.91 6.49 -2.7 89.3 DivGrowK 23.49 -0.45 -24.1 5.0 SrsGroCoRetail 18.12 1.53 2.1 72.6 CvtScAdv 19.96 NA NA NA Trusts n 57.61 1.89 -7.3 40.2 Hotchkis and Wiley: EmgMktEqFdI 17.54 0.52 -17.2 2.0
Fairholme n 17.19 -0.39 -13.3 -10.3 HiIncAdvI 9.23 0.14 -13.0 4.2 DivGth n 23.52 -0.45 -24.1 4.6 SrsIntlGrw 15.53 0.31 -11.4 26.5 Dynat Adv 91.51 NA NA NA Glenmede Funds: HiYldI 9.86 0.32 -13.0 -3.8 HiIncA p 6.07 0.06 -13.3 -1.7
F
FAM Value: HthCarI r 60.71 3.98 -0.2 53.3 DivIntl n 34.88 0.79 -13.9 10.3 SrsIntlSmCp 14.24 0.21 -17.7 13.1 Fed TF Adv 11.87 0.08 -0.3 9.6 CorFxd n 11.76 0.07 5.3 15.1 ValOppI 20.72 -0.35 -28.5 -10.4 HiIncC t 6.07 0.06 -13.4 -3.8
FAMValue n 67.12 -0.27 -17.0 16.8 IntlGr 14.05 0.28 -11.6 22.9 DivIntl K6 10.01 0.23 -13.6 NS SrsIntlVal 7.38 -0.04 -25.5 -14.2 FedIntAdv 12.12 0.05 0.3 7.6 SmCpEqAdv n 17.81 -0.51 -31.0 -19.3 HiIncI r 6.07 0.06 -13.2 -1.0
Federated A:
EqIncA p 18.03 0.18 -18.0 -0.7
IntlSmCp
LmtdTrmBdFd 11.69
21.40 0.13
0.08
-24.3
0.8
-6.7
8.4
DivIntlK r
DivStkO n
34.81
24.97
0.78
1.09
-13.8
-5.6
10.7
31.5
SrsSmCapDiscRet
STBF n
8.01
8.74
-0.24
0.03
-31.2
1.0
-13.3
7.0
FlRtDAAdv t
GrOpAdv p
7.36
41.06
NA
NA
NA
NA
NA
NA
GMO Trust Class III:
EmgCntryDt r 23.53 NA NA NA
I IntlCorEqI r
LgCpGwthA p 22.90
14.12 0.13
0.95
-20.3
-3.1
-8.5
60.9
FedMunULA pn 9.92 -0.03 -0.6 2.5 MuniIncI r 10.50 0.04 -0.8 9.5 Emerg Asia nr 43.47 1.80 -4.4 35.0 StkSelSmCp n 20.01 -0.12 -21.5 4.6 Growth Adv t 102.08 NA NA NA Quality 22.74 0.55 -8.2 43.7 ICM Small Company: LgCpGwthl r 24.44 1.01 -3.1 62.3
KaufmannA p 5.75 0.32 -3.8 56.8 MuniIncome 12.99 0.04 -2.2 NS EmrgMktK r 30.28 0.74 -13.4 22.1 StkSlcACap n 42.40 1.26 -11.5 24.5 HY TF Adv 9.76 0.06 -3.4 7.8 GMO Trust Class IV: ICMSmCo 19.88 -0.90 -31.4 -14.1 LtdTrmI r 10.96 0.03 1.4 7.8
KaufmnLCA p 26.13 1.17 -6.1 49.0 NwInsghtI 29.86 1.25 -8.7 34.6 EmrgMktsDebt 8.23 0.06 -12.8 -3.3 StratDivInc n 13.80 0.31 -10.0 13.7 IncomeAdv 1.98 NA NA NA EmgCntrDt 23.50 NA NA NA IFP US Equity Fund: MidCapI 27.80 1.32 -7.0 56.3
KaufmnSCA p 39.56 1.89 -8.8 65.0 REIncmInst 9.87 -0.08 -20.7 -4.1 EmrMkt nr 30.27 0.73 -13.4 21.6 StrDivIncI 13.75 0.30 -10.1 13.5 RisDv Adv r 59.23 NA NA NA IntlEq 17.66 0.06 -20.0 -6.1 IFP US EquityFd 16.66 NA NA NA MdCpGwthA p 25.37 1.20 -7.1 54.6
MunStkAdvA p 12.25 0.16 -7.1 7.9 SmCapGrwI 23.30 0.64 -15.1 33.2 Eq Inc n 50.97 0.83 -15.1 10.0 TaxFrB nr 11.58 0.06 -2.0 11.6 SmCpGrAdv p 18.64 NA NA NA Quality 22.79 0.56 -8.2 43.9 INVESCO A Shares: MuniBdA t 11.69 0.06 -0.3 7.9
StrValDivA p p 4.62 0.04 -18.1 -2.9 StrInI 11.72 0.15 -5.2 7.6 EqDivIncm n 20.40 -0.03 -20.2 2.8 TotalBond n 11.05 0.08 2.1 13.6 StrInc Adv p 8.79 NA NA NA GMO Trust Class VI: AmValA 25.04 -0.59 -27.5 -14.1 MuniHighIncA t 4.84 0.02 -3.1 6.5
UltraShortA pn 8.99 0.04 -1.2 3.9 Total Bd 11.04 0.09 2.2 13.6 EqIncK 50.92 0.82 -15.1 10.3 TotalBond K6 10.37 0.08 2.0 NS TtlRtnAdv 9.69 NA NA NA EmgMkts r 27.11 NA NA NA Invesco Fds Investor: ScTechA p 66.13 3.22 -7.6 60.5
Federated C: Fidelity Advisor M: Europ nr 29.53 0.33 -18.5 2.2 Trend n 105.78 5.99 -1.1 55.8 USGovAdv p 6.18 -0.01 2.9 9.4 Quality 22.75 0.56 -8.2 44.1 DivrsDiv n 16.82 -0.01 -18.4 0.0 ScTechC t 53.59 2.59 -7.8 57.0
StraValDivC p 4.63 0.05 -18.2 -5.1 Balanced p 21.01 0.48 -6.8 20.4 Export n 16.07 -0.40 -26.5 0.2 Utility n 24.78 -0.01 -9.7 20.3 Utils Adv 19.90 NA NA NA Goldman Sachs A: GlHltCr pn 39.67 2.37 -5.5 33.7 ScTechI r 74.76 3.64 -7.5 61.6
Federated Funds: EqGr p 11.65 0.63 -3.5 54.1 Fidel n 49.09 2.22 -3.2 44.0 Value n 7.53 -0.19 -32.0 -18.2 FrankTemp/Franklin A: CapGr 21.65 0.67 -10.3 37.0 Invesco Funds: SmCapGrA t 14.46 0.40 -14.5 18.9
IntEq IS p 19.97 0.25 -20.4 3.5 EqIn p 23.62 -0.06 -21.1 -1.6 FltRateHi nr 8.51 0.11 -9.1 1.4 ValueDisc n 24.17 -0.21 -20.2 -0.8 BAL A t 11.27 NA NA NA HYMuni p 9.53 0.12 -6.5 12.9 SteelPthMLPSlt40 3.30 0.18 -50.9 -55.0 SmCapGrI r 20.16 0.54 -14.4 20.2
KaufmnSCI 40.29 1.93 -8.7 67.3 GrOppM p 85.23 5.89 -2.8 86.4 FocsdStk n 24.79 1.22 -4.9 62.6 ValueK 7.54 -0.19 -31.9 -17.9 BalInv p 23.10 NA NA NA Muni 15.60 0.11 -4.3 8.6 Invesco Funds A:
J
n-
Federated Instl: NwInsghtM p 27.83 1.16 -8.9 32.6 FournOne n 43.14 0.82 -11.7 17.1 Wrldw n 25.80 1.07 -9.0 35.4 BioDis A p 144.79 NA NA NA SmCap 33.63 -1.39 -32.8 -20.4 500InxA p 30.71 0.91 -10.6 27.7
BondIS 9.36 0.21 -0.9 14.5 SmllCapM p 16.63 -0.14 -22.7 -4.4 GNMA n 11.73 -0.03 2.2 9.6 Fidelity SAI: CoreAll A p 17.03 NA NA NA Goldman Sachs Inst: ActiveAllA 12.06 NA NA NA
FdFlRStIncIS 8.91 0.05 -7.5 1.4 StkSelMC 26.51 -0.54 -26.1 -2.3 GovtInc n 11.19 0.04 7.3 15.7 FidSAIEmgMktIndx 11.64 0.22 -19.0 0.2 CvtSc A p 19.96 NA NA NA EmgMEq 19.50 0.56 -15.7 9.7 AMTFrNY p 11.37 0.04 -4.0 9.8 JamesBalGR A n:
GloFinI 28.84 0.41 -19.0 -2.5 StrInM p 11.55 0.14 -5.2 6.8 GroCo n 21.65 1.76 1.4 67.6 FidSAIIntlIndxFd 9.93 0.09 -19.4 -0.9 DynaTech A p 88.44 NA NA NA Gr 31.73 1.74 -5.4 39.8 BalancedRiskAllA 9.32 -0.01 -10.2 1.9 JamesBalGR A n 19.75 NA NA NA
GovUltra 9.87 0.00 0.3 5.1 Fidelity Advisor Z: GroInc n 34.73 0.26 -17.3 11.4 IntlValIdx 6.82 -0.09 -27.2 NS EqIn A p 21.98 NA NA NA HYMuni 9.53 0.11 -6.4 13.8 CapApprA p 52.42 2.82 -5.7 38.8 Janus Henderson:
InsHiYld r 9.07 0.21 -7.1 8.1 CorporateBond 12.20 0.25 1.4 NS GrowCoK 21.69 1.76 1.4 68.0 Muni Inc 10.37 0.04 -2.3 NS FlRtDA A p 7.35 NA NA NA Int 10.35 0.14 -20.3 -4.9 CapIncA p 8.09 NA NA NA Balanced C 34.20 0.73 -5.8 28.3
KaufmnLCIS 26.98 1.21 -6.0 50.0 FloatRateHighInc 8.51 0.11 -9.0 NS GrowIncK 34.70 0.27 -17.3 11.8 SAIEmgMktLoVolIx 8.37 0.12 -18.3 NS FoundFAlA p 11.55 NA NA NA Muni 15.59 0.11 -4.3 9.7 Chart 14.17 0.52 -11.0 13.6 Balanced S 34.56 0.74 -5.7 30.3
no
KaufmnR r 5.77 0.33 -3.8 56.9 GovtIncome 11.22 0.04 7.4 NS GrStrt nr 46.55 1.89 -7.0 34.6 SAIInflaFocFd 8.27 -0.16 -21.5 NS FrkIntlGrthA 14.05 NA NA NA ShDuTF 10.64 0.02 -0.5 6.3 CmstA 18.25 -0.22 -26.7 -5.5 Balanced T n 34.62 0.75 -5.6 31.4
MDTSmCIS 14.58 -0.17 -27.4 -12.2 GrOpp 94.84 6.56 -2.7 90.0 GwthDiscovery n 38.37 2.07 -3.4 55.3 TotalBd 10.56 0.08 1.4 NS FSmCoSer r 15.15 NA NA NA SmCapVa 36.83 -1.53 -32.7 -19.5 CoreBdA p 7.17 NA NA NA Contrarian T n 17.70 0.30 -17.0 17.7
ShIntDurMuInst 10.09 0.01 -1.8 3.6 IntCpAp 21.38 0.51 -11.5 25.0 HighInc nr 8.06 0.16 -8.6 6.9 TxFreeBd 10.33 0.07 -2.8 NS GoldPrM A p 17.96 NA NA NA Gotham: CpBdA 7.42 0.12 -1.3 14.0 Enterprise Inst 71.56 1.08 -16.3 35.6
StraValDivIS 4.65 0.05 -17.9 -2.1 InvestGradeBd 8.50 0.05 4.4 NS Indepndnc n 35.27 1.63 -3.6 41.3 U.S.TreBdIdx 10.93 0.05 8.9 18.1 GrOp B p 37.54 NA NA NA AbsRt Inst 13.53 -0.17 -12.8 0.3 DevMkt 30.79 0.38 -20.1 -0.8 Enterprise S 115.13 1.73 -16.0 32.9
TtlRtnBdI 11.25 0.11 2.5 14.2 NewMktsIncFdZ 13.06 0.08 -12.2 NS IntBd n 11.25 0.08 2.3 11.0 USMomentumIdx 13.34 0.73 -5.4 41.3 Growth A p 101.82 NA NA NA GothamIdxPl Inst 13.87 0.18 -14.0 19.6 DevMktA 37.77 0.42 -18.5 7.5 Enterprise T n 118.42 1.78 -15.9 33.9
UltraShortI 8.98 0.03 -1.2 5.5 RE Income 9.87 -0.08 -20.7 NS IntGov n 11.15 0.02 5.4 11.7 USValueIndex 8.08 -0.02 -25.4 NS LwDuToRt A 9.09 NA NA NA Guggenheim Funds Tru: DiscFdA p 75.90 3.75 -6.8 48.1 FlxBnd T n 10.81 0.13 3.1 13.7
FedMuniUl A 9.92 -0.03 -0.7 3.7 StrgInc 11.72 0.14 -5.2 NS FloRaStraFdInst 22.52 0.32 -9.9 -1.1 DisMdCpGrA 21.07 0.98 -6.5 45.5 GlbEqIncA 5.46 NA NA NA
Federated IS: Fidelity Freedom: MacOppFdClInstl 24.37 0.15 -4.5 1.3 DivIncm p 20.18 0.09 -13.1 1.4 GlbEqIncC 5.40 NA NA NA
ShtlncIS 8.50 0.04 -0.2 7.2 FAFree2020I p 12.29 0.13 -8.1 14.2 TotRtnBdFdClInst 28.19 0.14 4.7 14.8 DivrsDiv p 16.82 -0.02 -18.4 -0.2 GlbResch T nr 73.53 2.04 -12.7 22.5
Federated R6: FAFree2025I 12.27 0.14 -9.2 14.4 TotRtnBondFdClA 28.16 0.14 4.5 13.8 EqIncA 8.76 0.00 -14.4 1.1 GblResh Inst 49.36 1.37 -12.8 23.0
FedInstHYBondL 9.07 0.20 -7.2 8.1 FAFree2035I 12.34 0.19 -13.6 14.5 NOTICE TO READERS: GuideStone Funds: EqIncA p 25.14 -0.44 -14.7 3.8 GlbSel T n 12.73 0.26 -19.8 10.8
StrValL 4.65 0.05 -18.1 -2.1 FAFree2045A 10.11 0.16 -15.0 12.3 AggrAllGS4 n 9.82 NA NA NA EqInvA 12.64 NA NA NA GlLifeSci T nr 58.82 3.12 -3.6 43.1
TtlRtnBdL 11.24 0.11 2.6 14.1 FF2005 n 12.03 0.08 -3.4 12.8 Sign up for the Weekly Market Lab Newsletter: barrons.com/ BalAllGS4 n 11.12 NA NA NA EqWtdA p 51.46 0.40 -19.0 8.1 GlTech T nr 38.47 2.15 -0.6 84.4
Fidelity:
500IdxInstPrem n 99.70 2.96 -10.5 29.9
FF2010 n
FF2015 n
14.83
12.03
0.13
0.13
-5.0
-6.6
13.3
13.5
newsletters EqindxGS2
EqIndxGS4 n
30.93
30.93
NA
NA
NA
NA
NA
NA
FltgRate p
GblAllocA
6.59
17.03
0.07
NA
-9.0
NA
-0.3
NA
Grw&Inc T n
MdCpVal T n
51.81
12.31
1.15
-0.15
-14.9
-23.7
26.5
-5.1
Contrafund K6 13.90 0.70 -3.9 NS FF2020 n 14.90 0.18 -8.1 13.4 Please visit the new Market Lab home page on barrons.com under GrAllGS4 n 10.60 NA NA NA GblStrIncmA p 3.21 NA NA NA Resh T n 47.46 2.34 -4.8 45.7
EmgMktIdxInstPre n 8.91 0.16 -18.9 0.2 FF2020A p 12.19 0.13 -8.1 13.4 GrEqGS2 25.04 NA NA NA GlbOppA p 51.82 2.43 -15.3 18.1 SCVal T n 16.26 -0.59 -29.3 -12.6
ExtMktIdxInstPre n 50.38 0.46 -21.0 4.7 FF2025 n 13.00 0.17 -9.2 13.5 Data. GrEqGS4 n 24.82 NA NA NA Glcoreeq p 12.66 0.21 -19.2 0.3 ShtTmBd T n 2.99 0.02 -0.3 5.0
FIDSerEmgMkt 7.53 0.16 -22.8 NS FF2025A p 12.15 0.14 -9.3 13.5 IntEqGS2 10.59 NA NA NA GlHltCr 39.66 2.36 -5.5 33.7 Venture T n 65.37 1.05 -19.5 15.6
FIDSerTresIndxFd 10.03 0.00 0.7 NS FF2030 n 15.88 0.23 -10.9 14.3 www.barrons.com/market-data/market-lab LowDurGS2 13.37 NA NA NA GrIncA 17.46 -0.11 -25.3 -8.9 Jensen I :
FIDZroExtMktIx n 7.47 -0.08 -26.0 NS FF2035 n 13.05 0.22 -13.6 13.3 MedDurGS2 15.45 NA NA NA GrowAlloc p 13.41 0.07 -15.1 4.0 Jensen I 47.48 1.57 -7.9 42.0
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
JensenQualGrJ n: JPMorgan Inst Class: Mass Mutual: SharesZ n 20.35 NA NA NA LgVEqty P 16.15 -0.11 -26.0 -8.9 IntlBdUSH 10.56 NA NA NA TotIndex n 31.17 0.83 -12.3 24.3 Rydex Investor Class:
JensenQualGrJ n 47.48 1.56 -8.0 40.9 ValAdv L 28.27 -0.31 -24.2 -1.7 SelBluChipGroClI 23.01 1.24 -2.2 58.4 StraFxd P 14.32 NA NA NA InvstGrCrBd 10.60 0.16 -1.8 15.1 U.S.EqResch n 27.58 0.85 -10.8 31.3 NasdaqInv n 44.84 3.01 0.9 61.9
John Hancock: JPMorgan R Class: MassMutual Premier: N StratInvP 10.40 NA NA NA LgTrmCrdtBd 12.92 NA NA NA USLrgCpCore n 23.80 0.74 -11.1 25.6
500Index1
BondI
33.85
16.21
1.00
0.20
-10.5
1.7
28.8
14.3
CoreBond
CorePlusBd
12.21
8.57
0.10
0.07
3.8
2.2
15.4
14.1
CoreBdI
MassMutual Select:
10.92 0.14 -0.6 11.4
Nationwide Fds R6:
Pacific Life Funds:
PortOptModAggClA p 11.27 NA NA NA
LowDurInc
LwDur
8.08
9.81
NA
0.03
NA
0.8
NA
6.7
USTInter n
USTLg n
6.32
15.74
0.02
0.22
7.7
24.0
15.7
45.2
S
BondR6 16.24 0.20 1.8 14.8 HighYld r 6.52 0.10 -9.1 4.6 BlackRockGlAllCi 10.48 0.21 -6.9 10.7 BdIdxR6 11.74 NA NA NA PortOptModClA r 11.20 NA NA NA RealRtn 11.54 -0.08 3.1 11.1 VABond n 11.93 0.06 -1.2 8.9 Schroder Funds:
CapApprNAV 15.67 1.13 -0.4 62.2 LimDurBd 9.95 0.05 -0.9 6.6 BlChpGrR5 22.98 1.24 -2.2 58.0 IntIdxR6 6.30 NA NA NA Palmer Square: ShtTm 9.61 0.06 -0.8 5.0 Value n 30.92 0.26 -18.5 6.2 NAmerEqInv n 15.04 NA NA NA
ClassicVal I 20.58 -1.06 -37.1 -24.4 MtgBckd 11.39 0.03 1.4 12.3 IdxEqI 16.39 0.49 -10.4 29.6 Nationwide Fds Serv: Income Plus 9.32 NA NA NA TotRt 10.64 0.06 3.8 14.4 Price Funds - Adv Cl: Schwab Funds:
DispVal I 16.04 0.03 -22.7 -0.5 ShtDurBnd 10.96 0.04 1.1 7.6 IndxEqR4 n 15.91 0.47 -10.6 27.6 IDAggr p 7.15 NA NA NA Parnassus Fds: PIMCO Funds Instl: BlChip p 118.78 6.98 -2.7 58.1 1000 Inv nr 63.17 1.83 -11.2 28.0
DispValMdCpR6 16.97 -0.21 -23.8 -4.8 SmCpEqR5 45.86 -0.97 -23.6 1.4 MCGrEqIII 20.49 0.65 -13.5 28.9 IDMod p 8.09 NA NA NA ParnEqFd n 42.85 1.43 -8.7 34.3 ComPLUSStrtgyFd 3.39 NA NA NA CapAppA p 29.24 0.68 -5.3 28.7 Balanced n 14.72 NA NA NA
DispValR6 16.07 0.03 -22.6 -0.2 SmCpVal 17.75 -0.68 -30.8 -23.5 MCpGrEqIIS 20.26 0.65 -13.5 28.5 IDModAggr p 7.62 NA NA NA Parnsus n 44.79 1.81 -11.3 16.4 DynamicBd 10.20 0.02 -3.1 6.9 Growth p 67.90 3.50 -5.0 46.5 CATxFrBd n 11.97 0.04 -0.3 9.3
GblShrhYldI 9.31 0.12 -19.2 -2.1 USEqR5 15.02 0.59 -6.7 33.0 PIMCITRetI 10.47 0.07 4.5 16.2 Natixis Funds: Pax World Fds: IncomeFd 11.14 NA NA NA MCapGro p 79.24 2.31 -13.9 28.1 CoreEq n 19.86 0.77 -12.1 19.9
IntlGrwI 26.60 0.90 -11.6 22.2 USRechEnhEq 24.59 0.73 -10.2 28.3 Matthews Asian Funds: InvGradeBdA p 11.28 0.13 0.9 12.9 SustAll Inv n 22.16 0.35 -5.1 20.2 InflRespMulAsset 7.57 NA NA NA R2020A p 19.67 NA NA NA DivEqSel n 11.67 0.08 -21.7 -3.8
MdCpIdxI 16.27 -0.25 -23.9 -4.7 JPMorgan R5 Class: AsiaDivInv nr 15.08 0.38 -13.4 1.5 InvGradeBdY 11.29 0.13 1.0 13.8 Paydenfunds: RAEPLUSIntl 5.11 NA NA NA R2030A p 22.32 NA NA NA FunIntlLgInst nr 6.80 -0.02 -24.6 -10.2
.
Science&TechI 28.79 1.67 -2.2 67.3 SR2020 R5 16.46 0.17 -6.2 12.6 AsiaGroInv nr 25.55 0.83 -9.1 22.8 LSGrowthY 18.00 0.86 -1.9 54.2 CoreBd n 10.81 0.12 NA NA Pioneer Funds A: R2035 16.26 NA NA NA FunUSLgInst nr 14.51 0.18 -18.5 11.0
TotalStkMktIdxI 21.10 0.59 -12.2 23.3 SR2030 R5 17.15 0.21 -10.5 13.0 Asian G&I Inv nr 13.61 0.35 -13.5 0.3 USEqOppsA 31.41 0.85 -11.6 29.4 EqIncInv n 15.77 0.27 NA NA AMTFreeMuniA p p 15.22 0.17 1.1 14.7 R2040A p 22.78 NA NA NA HlthCare n 25.56 1.40 -0.9 34.7
ly
VolBalSrs1 11.02 0.08 -11.2 9.1 SR2040 R5 18.43 0.28 -13.9 11.4 ChinaInv n 18.69 0.59 -2.2 40.9 Neuberger Berman Fds: LowDur n 9.95 0.06 NA NA BondA 9.49 0.10 -3.2 7.2 Ret2045-A p 15.49 NA NA NA InflProSel n 11.66 -0.09 3.6 12.1
VolGrw1 11.27 0.07 -15.1 6.9 SRIncome R5 15.58 0.16 -5.8 10.5 IndiaInv nr 16.88 0.40 -27.5 -25.7 EmgMktInst 16.79 0.37 -18.3 -0.1 LtdMat n 9.31 0.04 NA NA CoreEqA 18.25 0.40 -10.1 26.7 Ret2050-A p 13.05 NA NA NA IntI Sel nr 16.70 0.15 -19.4 -0.8
John Hancock Class 1: JPMorgan Select Cls: JapanInv nr 19.30 0.61 -10.3 12.1 EqIncInst 11.03 0.12 -16.1 6.2 Pear Tree: DiscGrA 16.88 0.72 -4.7 43.8 SciTec p 38.99 1.41 -8.1 52.0 IntlMstr nr 19.17 0.37 -20.0 -0.4
BlueChipGrw 42.53 2.50 -2.7 58.5 SmCpGrL 17.57 0.45 -13.3 46.6 PacTigerInv nr 24.24 0.60 -15.7 1.9 GenesInst 49.30 -0.03 -15.7 17.2 ForeignVal I r 15.48 -0.29 -29.9 -16.0 EqIncA 29.18 0.25 -19.7 3.4 Price Funds - R Cl: MT AllEq n 15.05 NA NA NA
CapAppr 15.61 1.13 -0.4 61.9 Merger Fd pn: HiIncBdClR6 7.84 0.15 -8.1 5.5 PolForegValOrd tn 15.52 -0.30 -30.1 -16.9 HighIncMuniA 6.95 0.04 -6.3 10.3 BlChipR p 113.74 6.67 -2.8 56.8 MT Bal n 16.56 NA NA NA
LSAggr 12.09 0.25 -15.5 10.7 L Merger Fd pn 17.05 0.15 -0.7 14.6 HiIncBdInst 7.83 0.14 -8.1 5.1 Perm Port Funds: HiYieldA p p 8.33 0.25 -13.1 0.0 ExtIndex nr 23.09 0.17 -21.1 3.9 MT Gro n 19.57 NA NA NA
on
LSBalncd 12.69 0.22 -9.7 10.7 Meridian Funds: IntrinsicValInst 11.60 -0.09 -25.7 -4.9 Permanent n 38.16 0.00 -6.4 9.0 MdCapVa 18.05 -0.11 -22.1 -11.5 GrowthR p 65.25 3.36 -5.1 45.3 S&P Sel n 44.21 1.32 -10.5 29.8
LSConserv 12.40 0.14 -3.6 8.9 Laudus Funds: Growth 29.53 0.11 -23.9 7.7 LgShInst 14.52 0.30 -1.4 16.2 PGIM Funds Cl A: PioFdA 27.39 0.83 -7.2 38.1 R2020R p 19.48 NA NA NA SmCp Sel nr 21.56 -0.31 -26.0 -5.7
LSGwth 12.50 0.24 -12.6 10.6 USLgCpGr nr 22.03 1.18 -0.9 63.2 Value 27.09 0.33 -23.4 6.2 MultCpOptyInst 14.08 0.18 -16.8 18.3 2020FcA 13.57 NA NA NA SelMCGrA 40.09 2.26 -10.9 36.2 R2030R p 22.12 NA NA NA SmCpEqSel nr 12.26 -0.20 -29.4 -17.6
LSModer 12.26 0.17 -6.8 9.7 Lazard Instl: Metropolitan West: StrIncInst 10.30 0.13 -6.0 5.3 Balanced 14.11 NA NA NA StratIncA p p 9.89 0.13 -9.3 0.8 R2040R p 22.61 NA NA NA Trgt2020 nr 13.32 NA NA NA
RetCho2020 11.15 0.02 -1.4 12.1 EmgMktEq 13.52 -0.06 -26.8 -18.0 IntmBdI 10.81 0.07 2.9 11.7 SustainableEqIns 32.55 0.69 -13.4 15.0 HighYield 4.94 0.10 -9.8 7.1 Pioneer Funds Y: Ret2025-R p 15.44 NA NA NA Trgt2030 nr 13.71 NA NA NA
RetCho2025 11.81 0.08 -3.4 14.8 GlbLstInfr 13.57 0.15 -12.8 10.9 LowDurBd n 8.74 0.04 0.3 6.4 Neuberger Berman Inv: JennBlend 16.73 NA NA NA AMTFreeMuniY 15.16 0.16 1.0 15.4 Ret2035-R 16.06 NA NA NA Trgt2040 nr 13.84 NA NA NA
RetCho2030 12.18 0.13 -5.4 16.6 IntlEq 14.95 0.10 -19.7 -2.0 LowDurBdI 8.74 0.04 0.4 7.1 Focus n 22.61 0.74 -10.5 16.8 JennGrowth 40.32 NA NA NA BondY 9.40 0.10 -3.1 8.2 Ret2050-R 12.93 NA NA NA TSM Sel nr 49.12 1.31 -12.2 25.3
PRIMECAP Odyssey Fds:
us ,
RetCho2035 12.11 0.16 -7.9 16.5 IntStrtEq r 12.39 0.14 -19.4 5.4 TotRetBd n 11.36 0.08 4.5 15.5 Genes n 49.39 -0.03 -15.8 16.6 JennHealthSci 43.20 3.15 -1.2 30.4 SelMCGrY 44.06 2.48 -10.8 37.2 TxFrBd n 11.84 0.05 -0.4 9.3
RetCho2040R4 12.07 0.19 -9.2 16.5 USEQ Concen Inst 14.79 0.30 -12.2 19.3 TotRetBdI 11.35 0.07 4.5 16.2 Guard n 17.93 0.75 -4.9 41.0 JennMidCapGrowth 19.84 0.86 -9.5 29.7 StratIncY p p 9.89 0.13 -9.2 1.8 AggGrowth nr 38.04 1.37 -15.3 21.4 USSmCoIdx nr 9.69 -0.28 -31.2 -15.5
Growth nr 34.12 1.03 -16.7 20.8
l
RetCho2045 12.09 0.19 -10.1 16.1 Lazard Open: TRBdPlan 10.68 0.07 4.5 16.5 IntlEqInst r 11.25 0.14 -18.1 3.4 JennUtility 13.97 NA NA NA Price Funds: Segall Bryant & Hami:
RetCho2050R4 10.73 0.17 -10.3 16.1 EmgMktEqO n 13.91 -0.07 -26.9 -18.6 UnconstrBdI 11.38 0.10 -3.5 6.3 LCVal n 26.08 -0.07 -19.3 10.8 NationalMuni 14.61 0.08 -2.3 8.4 2050RetFd n 13.18 NA NA NA Stock nr 27.59 0.36 -20.0 12.7 PlusBd n 11.02 0.14 2.9 14.6
e
Principal Investors:
al a
RetLiv2020 8.83 0.14 -7.2 13.0 IntlStrEq n 12.49 0.14 -19.5 4.5 MFS Funds Class A: MdCpGrInv n 14.49 0.76 -7.7 37.4 ShrtTermCorpBond 10.93 NA NA NA Balnanced n 22.68 0.48 -8.6 17.4 SEI Portfolios:
RetLiv2025 9.23 0.16 -8.7 13.5 Legg Mason A: AgGrAlA p 21.64 0.38 -13.9 19.9 Neuberger Berman Tr: TotalReturnBond p 14.33 NA NA NA BdEnhIdx nr 11.61 0.10 4.1 15.2 CalMuA p 10.45 0.09 -2.8 9.2 CoreFxIn F 11.82 0.05 3.5 15.0
RetLiv2030 9.32 0.18 -10.0 14.0 GrowFdClA 13.17 NA NA NA BondA p 14.85 0.33 1.7 17.0 Genes n 49.39 -0.03 -15.8 16.3 PGIM Funds Cl C: BlChip n 121.08 7.12 -2.6 59.4 CapApprA p 43.91 1.25 -11.0 30.2 EMktDbt F 8.77 0.07 -14.6 -4.9
RetLiv2035 9.50 0.19 -11.5 13.7 Legg Mason I: CoEqyA 31.43 0.98 -10.1 33.6 GenesisFdR6 49.26 -0.03 -15.7 17.5 TotalReturnBond 14.31 NA NA NA CA Bond n 11.41 0.05 -2.1 9.2 ConBalA p 11.30 0.12 -7.1 10.3 HiYld F 5.94 0.13 -13.0 0.3
EqIncIA p 27.61 0.10 -18.4 14.5
ci on
RetLiv2040 9.44 0.20 -12.7 13.4 IntlGrTrI 46.72 NA NA NA ConAllA p 15.35 0.17 -4.9 15.4 Nicholas Group: PGIM Funds Cl Z: Communica&Tech n 130.80 8.02 5.7 63.7 IntlEmg F 9.88 0.21 -20.2 -5.2
RetLiv2045 9.16 0.20 -13.4 12.7 OpporTrI 21.64 0.29 -31.3 -0.7 Growth A p 117.23 5.90 -1.7 64.9 Nch II I 24.05 0.48 -15.1 27.8 GlobalRealEstate 19.43 -0.47 -19.5 1.9 CorpInc n 9.60 0.21 -2.2 12.9 FlIncA p 11.78 0.10 -5.1 9.5 IntlEq F 9.13 0.08 -20.5 -4.7
John Hancock Funds A: Longleaf Partners: GlEqA 40.13 0.69 -15.4 13.8 Nich n 62.85 1.88 -9.6 31.7 HighYield 4.95 0.10 -9.7 8.0 DivGro n 47.45 0.76 -10.7 31.9 HighYldA p 6.59 0.14 -7.4 4.6 IntMuni F 11.72 0.05 -1.3 8.7
BalA 20.51 0.60 -3.7 21.2 Intl n 13.06 0.37 -26.1 -8.0 GlTotA p 16.67 0.19 -9.6 9.2 Northern Funds: JennGrowth 44.13 NA NA NA DvsfMCGr n 32.46 1.21 -11.5 38.2 HiYld IN 8.50 0.18 -8.6 2.4 LgCapGr F 35.73 1.67 -4.3 50.8
BondA p 16.21 0.20 1.6 13.3 Partners n 15.98 0.11 -21.3 -17.5 GrAllA p 19.30 0.30 -11.6 18.4 ActMEmgMktEq nr 15.26 NA NA NA JennHealthSci 48.56 3.54 -1.1 31.6 EmgMktB n 9.83 NA NA NA InfPro IN 8.86 -0.07 2.6 10.7 LgCVal F 18.49 -0.01 -23.5 -2.7
DispVal 16.62 0.03 -22.7 -1.3 Sm-Cap n 16.92 -0.22 -30.3 -17.1 GvScA p 10.43 0.02 5.5 13.0 ActMIntlEq nr 8.31 NA NA NA JennMidCapGrowth 23.22 1.01 -9.4 30.8 EmMktS n 38.12 0.59 -18.6 8.6 LgIndxI 17.58 0.52 -10.5 29.3 MgdVol F 15.09 0.31 -15.8 11.1
DispValMdCp 16.24 -0.21 -23.9 -5.9 Loomis Sayles Fds: HiInA p 3.21 0.06 -5.9 7.6 BdIdx n 11.20 0.07 4.8 15.7 JennSmallCompany 16.45 -0.12 -29.5 -10.1 EqInc n 24.72 -0.14 -22.5 1.1 LgIndxJ tn 17.39 0.51 -10.6 28.5 S&P500 F 64.43 1.92 -10.6 28.8
FunLgCpCorA p 41.75 0.68 -16.0 12.0 HiInc 5.33 0.06 -14.6 -4.7 IntGrA t 32.02 0.91 -13.4 21.1 CAIntTxEx n 10.80 0.05 0.1 9.6 TotalReturnBond 14.28 NA NA NA EqIndex n 76.41 2.27 -10.5 29.1 LT2020 In 12.70 0.17 -6.6 14.9 ShtGov F 10.59 0.01 2.9 7.4
InvGrBdA 10.94 0.10 3.1 13.6 LSBondI 12.42 0.08 -9.5 1.6 IntlDvFdA t 17.73 0.37 -15.0 13.2 EmMktsEqIdx nr 9.87 0.17 -19.0 -0.7 PIMCO Fds Admin: Europe n 18.13 0.10 -17.5 5.2 LT2020J tn 12.63 0.17 -6.7 14.5 TaxMgdLC F 23.81 0.45 -13.6 20.5
er s
IntlGrw 26.53 0.89 -11.7 21.0 LSBondR pn 12.35 0.08 -9.6 0.9 IntlIntVA t 41.76 1.32 -8.0 22.9 FixIn n 10.42 NA NA NA ShortTrmAd p 9.61 0.06 -0.8 4.5 FinSvcs n 20.28 -0.91 -28.0 -1.1 LT2030In 13.07 0.21 -9.8 15.3 TaxMgdSmMdCp F 16.38 -0.23 -25.3 -8.4
LifeAggr 12.15 0.25 -15.6 9.5 LSCorBndA p 13.62 0.11 3.7 14.5 IntNwDA p 27.87 0.54 -19.9 5.0 GlbREIdx nr 8.66 -0.23 -23.5 -5.9 TotRtAd p 10.64 0.06 3.7 13.9 GlbStk n 42.64 2.02 -6.7 44.0 LT2030J tn 13.03 0.21 -9.8 14.7 Selected Funds:
LifeBal 12.79 0.22 -9.8 9.5 LSFixIncl 12.03 0.15 -9.7 4.1 LtdMA p 5.92 0.04 -0.8 5.7 HiYFxInc n 5.90 0.17 -11.2 3.9 PIMCO Fds Instl: GlbTech n 16.75 1.19 2.4 54.5 LT2040I 13.52 0.24 -12.2 15.7 AmShD n 30.11 0.24 -19.3 8.1
LifeConsv 12.42 0.13 -3.8 7.7 LSStrIncA p 12.89 0.09 -10.4 -0.2 MCapA 19.53 0.78 -7.1 52.8 HiYMuni n 8.21 0.05 -6.8 6.0 AllAsset 10.28 NA NA NA GMS-fd n 10.73 NA NA NA LT2040J tn 13.39 0.23 -12.3 15.1 AmShS pn 30.03 0.24 -19.3 7.1
LifeGrw
LifeMod
12.56
12.34
0.24
0.18
-12.8
-6.9
9.4
8.5
LSStrIncC t
SmCpGI
13.02
21.72
0.10
0.48
-10.5
-18.2
-2.4
23.8
m er
MCpValA p
MIGA p
18.61
29.96
-0.32
0.89
-24.8
-9.1
-4.5
51.6
IntlEqIdx nr
IntTxExpt n
10.22
10.74
0.07
0.07
-19.7
0.4
-1.6
10.0
AllAssetAuth r 6.85
CommodtyRR 4.40
NA
-0.09
NA
-26.0
NA
-25.9
GNMA n
Gr&In n
9.43
26.86
-0.02
0.83
3.1
-11.1
9.4
26.0
LT2050I
MdGrIII Inst
13.39
10.65
0.24
0.41
-13.9
-10.1
15.0
36.7
Sequoia:
SequoiaFd n 134.96 3.39 -14.2 24.2
RgBkA 16.43 -1.75 -40.9 -29.0 Lord Abbett A: MITA p 28.88 0.71 -11.9 27.4 MidCpIdx n 14.71 -0.23 -23.9 -3.9 DivInc 10.47 NA NA NA Growth n 69.71 3.60 -5.0 47.6 MidCpBldA 25.39 0.30 -15.6 30.2 Sit Funds:
StrIncA p 6.30 0.07 -2.3 6.8 Affiltd p 12.45 0.08 -20.6 3.2 ModAllA p 17.10 0.22 -7.9 17.7 ShIntTaxFr n 10.44 0.04 0.6 6.1 EmMktsBd 9.39 0.07 -11.0 2.6 HelSci n 80.21 5.18 -1.5 49.1 PreSecI 9.55 0.11 -7.1 8.8 MinnTxF n 10.29 0.04 -2.8 8.6
USGlobLdrs 50.97 2.76 -1.5 53.8 BdDeb p 7.39 0.12 -8.0 6.6 MuHiA 7.89 0.04 -6.4 9.2 SmCapIdx n 9.79 -0.14 -26.1 -6.5 EmrgMktCur&STInv 7.09 NA NA NA HiYield n 6.03 0.14 -8.2 6.2 PtrLGI In 15.63 0.86 -2.7 65.7 SmeadFds:
John Hancock Instl: CalibrDivGr 14.22 0.34 -10.9 22.9 MuInA p 8.66 0.05 -3.0 9.5 SmCpVal n 14.18 -0.68 -31.1 -21.0 ExtdDur 11.58 NA NA NA InstCorePl 10.51 0.13 -0.3 11.7 PtrLV In 13.67 0.08 -19.7 8.5 SmeadValueInstl 38.31 -0.25 -24.0 8.2
BalancedI 20.48 0.60 -3.6 22.3 CoreFxdInc p 11.35 0.08 3.3 12.6 MuLtA 8.16 0.02 -1.0 7.1 StkIdx n 32.97 0.98 -10.5 29.5 GlblBdOppUSH 10.08 0.05 -0.9 8.0 InstEmMEq 34.60 0.53 -18.7 8.8 RealEstSecI 23.07 -0.67 -16.4 9.5 SoundShoreInv n:
m rp
DispValMCI 16.97 -0.22 -23.8 -5.2 DevGt p 18.18 0.93 -7.4 58.2 NewDA t 23.83 0.71 -14.5 40.9 TxExpt n 10.78 0.07 0.0 11.5 HiYld 8.34 0.12 -6.3 9.5 InstFLRfd r 9.05 NA NA NA SAMBalA p 14.21 0.17 -9.8 12.1 SoundShoreInv n 33.16 0.22 -21.8 -5.3
FunLgCpCorI 43.85 0.72 -16.0 12.8 FloatRt p 7.60 NA NA NA ReInA p 16.55 0.13 -16.2 9.1 Nuveen Cl A: HiYldMuniBd 8.96 0.03 -4.0 13.9 InstHiYld 8.02 0.19 -8.2 6.9 SAMGrA p 15.41 0.21 -12.7 13.7 Sprott Funds Trust:
IncomeI 6.28 0.06 -2.4 7.5 FundlEq p 9.57 -0.03 -20.1 0.9 RetBdA t 11.07 0.11 1.4 12.5 AAMunBd p 11.49 NA NA NA IntlBdUnhedged r 8.94 0.02 -7.5 1.2 Instit-EMBF r 7.23 NA NA NA StrGrw A p 15.99 0.26 -15.1 12.8 GoldEq Inv p/r tn 38.97 1.37 -6.3 -0.3
StratIncmOppI 10.22 0.10 -4.0 4.7 HiYldA t 6.48 0.15 -12.1 1.0 RschA p 41.80 1.28 -9.4 32.4 CAMunBd p 11.20 NA NA NA IntlBdUSH 10.56 NA NA NA InstlCapG 42.67 2.58 -3.1 61.2 ProFunds Inv Class: SSgA Funds:
USGlbLdrsGrwI 55.69 3.02 -1.4 54.9 HYMuniBd p 11.41 0.08 -8.5 9.8 TechA p 46.95 2.68 -0.4 68.3 HiYldMuBd p 16.10 NA NA NA InvGrdCrBd 10.60 0.16 -1.8 15.4 InstLCCoreGr 47.42 2.78 -2.6 59.9 UltNASDAQ-100 n 83.52 10.63 -7.4 108.4 SP500 n 34.62 1.03 -10.3 29.5
JPMorgan A Class: IncomeA p 2.75 0.05 -4.4 9.2 TotRA p 18.25 0.18 -8.2 12.8 IntDMunBd p 9.29 NA NA NA LgTmRlRt 10.03 NA NA NA InstLCV 18.29 -0.08 -22.6 0.4 Putnam Funds Class A: State Farm Associate:
IntrTxFr 10.77 0.07 -2.8 8.4 LtdMnBd p 11.09 0.05 -0.6 7.4 CATx p 7.99 0.04 -1.6 10.6 Balan n 70.19 1.30 -7.2 17.5
CoreBond 12.20 0.10 3.7 13.9 UtilA p 20.06 0.02 -11.4 19.0 LgTrmCrdtBd 12.92 NA NA NA InstSmCap 20.48 0.05 -20.0 17.2
CorePlusBd p 8.57 0.07 2.2 12.9 MidCapStk 21.83 -0.33 -23.6 -16.0 ValueA p 37.14 0.25 -16.0 10.5 NYMunBd p 10.82 0.07 -2.4 8.4 LngDurTotRtrn 11.83 NA NA NA IntDis n 58.91 1.80 -13.8 11.0 DvrIn p 6.10 -0.04 -13.1 0.1 Gwth n 80.26 1.97 -11.0 21.5
EmMktEq t 26.38 0.72 -17.0 14.4 MultiAstBalOppty 10.05 NA NA NA MFS Funds Class C: Nuveen Cl I: LowDur 9.81 0.03 0.9 7.0 IntEqIdx nr 11.41 0.11 -19.4 -1.9 DynAABalA 13.86 0.24 -7.4 11.9 Muni n 8.90 0.05 1.9 11.7
co o
EqInc p 15.77 0.10 -17.0 13.8 MultiAstInc 13.48 NA NA NA ConAllC p 15.11 0.17 -5.1 12.9 HYMunBd 16.10 NA NA NA LowDurInc r 8.08 NA NA NA IntlBond n 8.57 0.05 -4.4 5.5 DynAAGthA 14.68 0.30 -11.5 10.5 State Street Institu:
EqIndx p 43.74 1.30 -10.6 28.2 ShDurTxFr 15.52 0.04 -1.3 4.3 GrAllC p 18.90 0.29 -11.8 15.8 Nuveen Cl R: LTUSG 8.03 0.16 23.5 44.0 IntlStk n 15.53 0.33 -16.7 6.4 EqIn p 21.74 0.23 -17.4 12.3 SmCapEq (ICL) 12.78 -0.27 -26.5 -5.8
GroInc p 43.43 0.30 -19.0 10.6 ShtDurIncmA p 4.04 0.03 -3.1 4.6 Growth C t 91.61 4.60 -1.9 61.2 CAMunBd 11.21 NA NA NA ModDur 10.64 0.06 3.5 12.0 IntlValEq n 10.67 -0.03 -24.8 -16.0 GeorgePutBal 19.56 0.51 -5.5 24.6 State Street V.I.S.:
GwthAdv p 21.60 1.25 -0.9 63.1 TaxFr p 11.28 0.08 -3.5 10.8 ModAllC p 16.76 0.22 -8.1 15.0 DivVal I 11.19 0.16 -22.0 2.0 MortgOppBd 10.47 0.03 -2.5 7.8 Japan n 13.83 0.36 -10.0 22.7 GlblEqty p 14.39 0.46 -17.4 9.0 TR V.I.S. Cl 1 13.94 0.06 -12.4 5.1
HighYld p 6.48 0.10 -9.2 3.3 TotRet p 10.46 0.08 0.7 10.2 TotRC t 18.38 0.18 -8.4 10.2 IntDMunBd 9.32 NA NA NA RAEFndmtlAdvPLUS 8.50 NA NA NA Lat Am n 15.25 -0.07 -39.3 -25.4 GlbHlthCare p 56.05 3.43 -0.6 36.4 TR V.I.S. Cl 3 13.89 0.06 -12.4 4.4
F
Inv Bal p 13.87 0.22 -6.6 13.0 ValOpps p 14.29 -0.05 -18.7 -2.6 ValueC t 36.72 0.25 -16.2 8.1 LmtTrmR 11.05 0.05 -0.5 8.1 RAEPlusEMG 7.17 NA NA NA MCapVal n 22.20 -0.06 -20.6 -7.5 GrOpp p 38.84 2.22 -0.6 65.5 Sterling Capital Fds:
InvCon p 12.08 0.15 -3.6 11.8 Lord Abbett C: MFS Funds Class I: NYMunBd 10.82 0.06 -2.4 8.9 RealRtnI 11.54 -0.08 3.1 11.4 MCEqGr 52.17 1.55 -14.6 30.2 HiYld A p 5.35 0.15 -8.0 5.6 SmCap 56.95 -1.95 -28.1 -12.0
InvG&I p 15.35 0.30 -8.8 14.8 BdDeb 7.41 0.12 -8.2 4.6 BondI 14.84 0.33 1.8 17.8 RealEst 16.99 -0.55 -16.9 0.6 RERRStg 7.13 NA NA NA MD Bond n 10.67 0.01 -1.9 8.8 Incm p 7.10 0.00 0.2 15.2 TotRetBdI 11.03 0.10 2.8 14.7
InvGrwt p 17.70 0.39 -12.0 15.1 FloatRt p 7.60 NA NA NA Growth I 125.41 6.31 -1.6 66.1 SmCpVal 15.00 -0.81 -36.1 -35.0 ShortT 9.61 0.06 -0.8 5.3 MidCap n 82.13 2.40 -13.8 29.2 IntlEq p 20.34 0.36 -16.8 -0.4
LgCpGwth p
MdCpGrw p
40.54
31.30
2.91
1.50
1.5
-4.1
75.4
52.1
ShtDurIncmC t 4.06
Lord Abbett F:
0.03 -3.5 2.6 IntNwDI
MCapI
28.75
20.82
0.56
0.83
-19.8
-7.0
5.8
54.0 O
ShtAssetInv 9.86
StcksPLUSIntlHdg r 6.11
NA
NA
NA
NA
NA
NA
N Asia n
N Inc n
17.30
9.58
0.56
0.11
-11.2
-0.5
17.6
10.4
NYTx p
ShtDurBd
8.49
9.94
0.05
0.04
-2.1
-1.3
8.6
6.8 T
MdCpVal p 29.08 -0.44 -24.9 -8.7 BdDeb 7.38 0.12 -8.0 6.9 MCpValI 19.11 -0.32 -24.8 -3.7 StcksPLUSShort 7.19 NA NA NA NAmer n 53.29 3.00 -2.7 59.8 StDurInc 9.97 0.04 -0.3 5.3 TCW Funds:
Sm Cap p 38.93 -0.83 -23.7 0.1 FloatRt p 7.59 NA NA NA MIGI p 30.95 0.92 -9.0 52.6 Oak Associates Funds: StcksPLUSSmall 6.70 NA NA NA New Era n 23.88 -0.31 -30.6 -24.3 SustainLdrsFd p 87.21 3.08 -7.4 47.3 CoreFxInc n 11.84 NA NA NA
SR2020 p 16.36 0.16 -6.4 11.7 HiYld p 6.47 0.15 -12.1 1.3 ReInT t 17.16 0.14 -16.2 9.9 RedOakTec n 29.35 1.49 -5.6 55.3 StkPlsLgDur 7.13 NA NA NA NHoriz n 58.26 2.89 -1.9 68.7 TFHY 11.86 0.08 -6.8 8.3 EmMktInc n 6.95 NA NA NA
SR2030 p 17.04 0.21 -10.6 12.1 HYMuniBd 11.42 0.08 -8.5 10.2 RetBdI 11.07 0.11 1.5 13.0 Oakmark Funds Invest: StPlTRInst r 9.45 0.30 -13.9 25.2 NY Bond n 11.48 0.03 -1.6 8.4 TxEx p 8.37 0.04 -2.8 9.8 SelEqtyI n 26.17 NA NA NA
SR2040A p 18.31 0.27 -14.0 10.4 Income 2.76 0.06 -4.0 9.9 RschI 42.98 1.33 -9.3 33.4 EqtyInc nr 24.31 -0.02 -17.2 0.6 TotRetESG 9.55 NA NA NA OverS SF nr 8.87 0.09 -20.7 -2.6 MtgSec p 11.43 -0.25 -11.2 -0.7 TotRetBondI n 10.40 NA NA NA
USEquity 14.93 0.58 -6.8 31.5 IntrTxFr 10.77 0.07 -2.8 8.7 TotRI 18.25 0.18 -8.2 13.6 GlbSel nr 13.87 -0.06 -25.3 -11.9 TotRetIV 11.00 NA NA NA QMUSSmCpGrEq n 32.99 0.39 -16.9 19.1 Putnam Funds Class Y: TCW Funds N:
ValAdv t 28.09 -0.31 -24.4 -2.9 NatlTxF p 11.27 0.07 -3.5 11.1 ValueI 37.35 0.25 -15.9 11.3 Global n 20.53 -0.33 -30.1 -12.2 TotRt 10.64 0.06 3.8 14.7 SpectConsAllo n 18.55 0.31 -6.9 12.6 EqInc 21.74 0.23 -17.4 13.1 TotRetBdN pn 10.72 NA NA NA
JPMorgan C Class: ShtDurIncm 4.03 0.03 -3.3 4.9 MFS Funds Instl: IntlSmCp nr 11.02 0.13 -32.8 -23.5 TRII 10.15 NA NA NA SpectModerAllo n 22.00 0.42 -9.5 14.9 GrOpp Y 40.80 2.34 -0.5 66.7 Templeton Class A:
InvBal p 13.62 0.22 -6.8 11.1 TotRet 10.46 0.08 0.7 10.5 IntlEq 23.20 0.28 -16.7 12.7 Oakmark n 61.29 -0.31 -23.3 0.3 TrndsMgdFutStrgy 10.66 NA NA NA SpectModerGwAllo n 31.53 0.69 -12.1 16.6 Incm 7.23 0.00 0.1 16.1 TGlTotRA 10.22 NA NA NA
InvConsvGr t 12.01 0.14 -3.8 9.9 Lord Abbett I: Mondrian: OakmrkInt n 16.40 -0.25 -34.3 -25.0 PIMCO Funds: R2005 n 12.89 0.18 -5.9 11.8 StDurInc 9.98 0.03 -0.3 5.6 Templeton Instit:
n-
JPMorgan Funds: BdDebentr 7.35 0.12 -8.0 7.1 IntlValEq n 10.94 -0.14 -24.6 -10.6 Select n 32.25 0.03 -25.7 -18.4 IncomeFd 11.14 NA NA NA R2010 n 16.84 0.24 -6.6 12.4 IntlEqSer Primar 11.93 NA NA NA
Fl EmMktEq L 27.20
MdCpVal L 29.83
0.75 -16.9 15.6
-0.45 -24.8 -7.4
DevlpGro
FloatRt
22.65
7.60
1.16
NA
-7.4
NA
59.4
NA
Morgan Stanley Fds A:
InsightA p 44.10 NA NA NA
Oberweis Funds:
IntlOppInst 8.88 0.48 -14.7 1.3
StcksPLUSIntlHdg 6.05
TotRet 10.64
NA NA NA
0.06 3.6 12.7
R2015 n
R2020 n
13.42
19.83
0.20
NA
-7.4
NA
13.1
NA
R The Bruce Fund:
BruceFund n 558.92 7.71 -5.3 20.3
USEquity L 15.02 0.59 -6.7 33.0 FundlEq 9.64 -0.02 -19.9 1.7 Morgan Stanley Fds I: Old Westbury Fds: PIMCO Funds A: R2025 n 15.71 NA NA NA RBC Funds: Third Avenue:
JPMorgan I Class: HiYld 6.51 0.15 -12.0 1.6 FxInOpp I 5.38 NA NA NA AlCpCore n 16.77 0.60 -9.0 32.6 AllAsset 10.29 NA NA NA R2030 n 22.54 NA NA NA AccCpCommInvI 9.13 -0.01 2.6 9.4 REVal Inst r 19.34 -0.59 -23.5 -18.3
CoreBond 12.19 0.10 3.8 14.8 ShtDurInc p 4.03 0.03 -3.3 5.2 Insight I 49.57 NA NA NA FixInc pn 11.82 0.05 4.6 12.1 HiYld 8.34 0.12 -6.4 8.4 R2035 n 16.35 NA NA NA RiverNorth Funds: ValueInst 24.33 -1.76 -39.5 -41.1
CorePlusBd 8.57 0.08 2.3 13.9 LSVValEq : Morgan Stanley Inst: LrgCpStr n 13.02 0.38 -13.6 10.9 HiYldMuniBd 8.96 0.03 -4.1 12.9 R2040 n 23.00 NA NA NA RNDLIncomeI 9.63 NA NA NA Thompson IM Fds,Inc:
no
EmMktEq I 26.99 0.74 -16.9 15.2 LSVValEq 20.31 -0.14 -26.1 -8.1 CapGrI 51.25 5.48 10.6 81.0 MuniBd pn 12.37 0.06 1.2 8.1 IncomeFd 11.14 NA NA NA RealAssets nr 9.53 -0.07 -18.9 -8.8 Royce Funds: Bond n 10.34 0.07 -9.0 0.2
EqInc 16.06 0.11 -16.9 14.6 CapGrP p 48.17 5.15 10.6 79.6 MutiAstOpp n 5.94 0.09 -21.4 -8.2 IntlBdUSH 10.56 NA NA NA RealEst n 20.03 -0.81 -21.4 -10.0 Oppty I nr 8.39 -0.08 -33.0 -17.7 Thornburg Fds:
EqIndx
GrAdv r
43.80
22.47
1.30
1.30
-10.5
-0.8
29.2
64.4
M CorPlusFxdIncI 11.35
GloFranI t 27.03
0.10
0.88
-0.3
-5.3
14.2
37.4
OWstbryNYMuBndFdn 10.40
Sm&MdCapStrategi n 12.70
0.04
0.19
0.4
-18.5
NS
0.6
InvstGrCrBd
LowDurA
10.60
9.81
0.16
0.03
-1.9
0.8
14.0
6.1
Ret2025A p
Ret2045 n
15.62
15.60
NA
NA
NA
NA
NA
NA
PAMut I nr
PremierI nr
7.03
9.85
-0.07
-0.13
-25.5
-23.5
-0.6
8.6
IncBuildA t
IncBuildC p
17.50
17.48
0.00
0.00
-21.3
-21.5
-1.6
-3.8
GvBd 11.32 0.04 6.0 14.9 MainStay Fds A: IntlEqI 12.54 0.26 -14.9 1.5 Oppenheimer Y: LowDurInc 8.08 NA NA NA Ret2045R 15.29 NA NA NA SpecEqI nr 14.00 -0.34 -20.4 -11.4 IntVal I 20.48 0.27 -15.1 4.5
HighYld 6.52 0.10 -9.2 4.1 ConvtA 16.98 0.65 -7.1 18.8 MorganStanleyPathway: CoreBdY n 7.13 NA NA NA MuniBdA 9.95 0.06 -1.1 12.6 Ret2055 n 13.74 0.29 -13.6 14.6 TotRet I nr 8.06 -0.25 -25.9 -9.6 IntValA p 19.78 0.26 -14.9 3.8
IntmdTFBd 10.99 0.07 0.2 9.4 HiYldBdA 5.14 0.12 -8.2 5.8 CoreFxIcm n 8.54 0.05 3.1 15.0 Optimum Funds Inst: RAEPLUS 4.67 NA NA NA Ret2055 13.63 0.28 -13.7 13.7 RS Funds: LtdTIn 13.59 0.15 1.4 9.1
IntrepidVal 25.01 0.20 -19.7 4.3 IncBldr 17.66 0.26 -9.3 8.8 EmgMkt n 12.11 0.15 -22.3 -4.8 Fixed Inc 9.90 0.09 2.8 13.4 RealRtnA 11.54 -0.08 3.0 10.1 RetBal Inc n 14.46 0.18 -6.3 11.4 CoreEqVIP 38.31 0.14 -20.6 8.7 LtdTIncI 13.59 0.14 1.4 10.0
LgCpGwth 41.26 2.97 1.6 76.7 LgCpGrA p 8.93 0.48 -2.7 60.7 LgCapEq n 17.56 0.49 -12.6 22.5 Intl Eqty 10.65 0.12 -20.8 -3.3 ShtTmA 9.61 0.06 -0.8 4.5 SciTec n 39.69 1.45 -8.0 53.2 InvQBdVIP 12.90 0.07 3.1 13.0 LtdTMu I 14.44 0.04 0.4 6.5
MdCpGrw 37.01 1.77 -4.0 53.5 TxFrBdA 10.22 0.07 -0.4 12.6 Munder Funds: LgCpGrwth 18.88 0.95 -5.3 47.2 StksPLSTR 9.25 0.30 -14.0 23.8 Sht-Bd n 4.71 0.03 0.2 6.7 Russell Funds S: LtdTMuA 14.44 0.05 0.3 5.6
MdCpVal 29.43 -0.45 -24.9 -8.1 MainStay Fds I: MndrIntlSmCpInv r 10.98 0.04 -22.6 -0.7 LgCpVal 14.64 0.10 -17.1 8.4 TotRetA 10.64 0.06 3.7 13.6 SmCap n 34.74 -0.95 -27.5 -8.5 EmerMkts 14.84 NA NA NA Thrivent Funds A:
MtgBckd 11.39 0.03 1.4 11.8 EpochGlb r 15.15 0.18 -19.2 -2.1 Munder Funds Cl Y: SmCpGrwth 12.55 0.47 -12.4 27.1 PIMCO Funds Admin: SmCapStk n 41.86 0.11 -20.0 16.7 IntlDvMkt n 27.57 NA NA NA DivrIncPlus 6.70 NA NA NA
ShtDurBnd 10.97 0.05 1.2 6.9 S&P500IdxA 40.03 1.20 -10.6 28.0 MndrSCVClY p 22.30 -0.98 -37.0 -28.1 SmCpVal 9.50 -0.34 -31.5 -22.8 IncomeFd 11.14 NA NA NA SpecGr n 20.00 0.46 -14.1 16.6 InvGrdBd n 22.31 NA NA NA LgCpStk 19.90 NA NA NA
SmartR2020 16.43 0.17 -6.3 12.2 TRBd 11.02 0.12 2.2 13.3 Mutual Series: Osterweis Strat Income: PIMCO Funds C: SpecInc n 11.88 0.11 -5.8 6.7 RESec n 25.77 NA NA NA MidCapStk 18.52 NA NA NA
SmCap 45.72 -0.97 -23.6 0.8 Mairs&Power: BeacnZ n 12.74 NA NA NA OsterweisStrInc n 10.15 0.13 -5.5 2.9 IncomeFd 11.14 NA NA NA SpecIntl n 11.44 0.15 -18.8 1.5 StratBd n 11.28 NA NA NA MuniBd 11.23 NA NA NA
SR2030 I 17.09 0.20 -10.6 12.6 MairsPwrBal n 89.82 1.38 -9.4 15.4 EuropZ n 14.62 NA NA NA TotRetIncC 10.64 0.06 3.5 11.0 SuMuInc n 11.73 0.07 -3.0 8.9 TaxExBd n 23.11 NA NA NA Thrivent Funds S:
SR2040 I
TxAwEq
18.38
34.26
0.28
1.28
-14.0
-7.9
11.0
32.6
MairsPwrGr n 112.60
Manning & Napier Fds:
2.62 -11.5 22.1 GlbDiscA
GlbDiscC t
21.97
21.89
NA
NA
NA
NA
NA
NA
PQ PIMCO Funds I2:
All Asset 10.30 NA NA NA
SuMuInt n
TaxEfEqty nr
11.99
35.75
0.05
1.64
-0.6
-6.9
9.0
50.2
TMUSMdSmCp n 21.96
TxMngUSLgCp n 42.00
NA
NA
NA
NA
NA
NA
LgCpVal n
MidCapStk n
18.05
21.25
NA
NA
NA
NA
NA
NA
USEquity 14.99 0.59 -6.7 32.5 ProBConsS 13.82 0.18 -0.9 14.7 GlbDiscz n 22.47 NA NA NA PACE Funds Cl P: ComPLUSStrtgyFd 3.38 NA NA NA TF Incom n 11.30 0.05 -7.5 5.9 USSmCpEq n 18.97 NA NA NA OppIncmPl n 9.53 NA NA NA
USLgCpCorPls 22.77 1.06 -7.8 27.3 Marsico Funds: QuestA t 10.95 NA NA NA IntlEqty P 12.70 0.19 -18.6 -1.8 DivInc 10.47 NA NA NA TF Incom n 9.93 0.05 -2.3 8.8 Russell LifePoints A: TIAA-CREF/Instl Cl:
ValAdv 28.25 -0.31 -24.3 -2.2 Focus pn 18.96 1.10 0.5 60.0 QuestZ n 11.13 NA NA NA LgGrEqty P 22.00 1.05 -4.1 46.9 Income 11.14 NA NA NA TFSI n 5.62 0.01 -0.1 5.0 BalStrat p 9.15 NA NA NA CoreBond Inst 10.73 0.12 1.6 13.2
Net YTD 3-Yr.

NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
Net YTD 3-Yr.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. Scoreboard: Data Dump
CorePlsBd 10.62 0.12 0.1 12.1 FrgnVal 7.05 NA NA NA InflaPro n 13.65 -0.10 3.6 11.3 STBdIdxInstPl 10.82 0.04 3.0 9.8
TIAA-CREF/Retail Cl: GlobEq 6.88 NA NA NA IntlExplr n 13.70 0.13 -23.5 -10.5 STBDInst 10.82 0.04 3.0 9.8 (The stock rally flagged in the face of dire economic data, which sank financial-services funds in the first
EqIdx n 20.89 0.56 -12.2 24.5 HighYdBd 7.25 0.18 -8.5 7.0 IntlGr n 30.08 1.62 -6.9 34.8 STCorpIxInst p 26.82 0.33 0.1 9.1 week of earnings season. U.S. stock funds lost 1.77%, while precious metals soared nearly 7%.
Gro&Inc n 17.96 0.62 -12.4 23.2 HlthSci 20.58 NA NA NA IntlVal n 29.03 0.21 -22.6 -5.5 STIGradeInst 10.70 0.11 0.5 8.4
LrgCpGro n 21.56 1.28 -1.2 57.3 InflPro 11.12 NA NA NA INSTTRF2015 22.14 0.25 -3.7 15.6 STIPSIxins 24.73 -0.09 0.1 5.7 One Week Year-to-Date
MgdAlloc n 11.72 0.26 -8.7 13.5 IntlEq 5.79 0.04 -19.8 -2.4 INSTTRF2020 22.62 0.31 -6.2 15.8 STTresIdx 26.08 0.02 2.8 8.0
TIAA/CREF Funds: IntlSmCpEq 16.79 0.41 -18.8 6.3 INSTTRF2025 22.80 0.36 -7.8 16.1 TotBdInst 11.51 0.09 4.9 16.1
BdIdxInst 11.56 0.08 4.8 15.5 LgCpGro 15.31 NA NA NA INSTTRF2030 22.80 0.38 -9.2 15.9 TotBdInst2 11.43 0.09 4.6 15.7 U.S. STOCK FUNDS – 1.77% – 19.50%
EqIdxInst 20.51 0.55 -12.1 25.6 MidCpIdx 18.34 -0.29 -24.0 -4.5 INSTTRF2035 22.79 0.40 -10.6 15.6 TotBdInstPl 11.51 0.09 4.9 16.1 TOP SECTOR / Precious Metals Equity Funds 6.89 1.66
EqIdxRet 20.82 0.56 -12.2 24.6 MidCpVal 14.10 -0.31 -26.3 -9.1 INSTTRF2040 22.77 0.42 -12.0 15.3 TotIntBdIdxInst 34.12 0.18 0.8 14.0
Gr&IncInst 12.90 0.45 -12.3 24.3 SciTech 26.30 1.54 -2.2 68.0 INSTTRF2045 22.69 0.44 -13.3 14.5 TotIntlInstIdx r 95.43 1.12 -19.9 -2.0 BOTTOM SECTOR / Financial Services Funds – 11.11 – 35.79
HgYldInst 8.73 0.13 -10.2 5.2 SmCpIdx 13.29 -0.18 -26.1 -6.7 INSTTRF2050 22.73 0.45 -13.3 14.5 TotItlInstPlId r 95.45 1.12 -19.9 -2.0 S&P 500 0.35 – 13.35
InflLkdBdInst 11.69 -0.06 1.8 8.4 SocResp 21.54 0.55 -11.2 27.4 INSTTRF2055 22.82 0.45 -13.3 14.5 TotStInst 69.72 1.88 -12.1 25.7
IntlEqIdxInst 16.15 0.15 -19.2 -0.5 StckIdx 37.95 1.13 -10.6 28.6 INSTTRF2060 22.86 0.45 -13.3 14.6 TtlWrldIxInst p 139.23 2.87 -15.4 12.6 U.S. BOND FUNDS 0.89 – 1.49
.
IntlEqIdxRet 16.52 0.15 -19.3 -1.4 StraBd 11.11 NA NA NA INSTTRFINC 21.96 0.21 -2.6 14.2 TxMCaInst r 73.09 2.20 -10.9 29.1 Bloomberg Barclays AGG Bond 0.66 6.10
IntlEqInst 9.15 0.13 -20.2 -7.8 ValUltra 17.03 0.87 -1.2 51.2 ITIGrade n 10.16 0.16 2.5 14.6 TxMSCInst r 48.50 -1.37 -28.5 -7.6
ly
LC2015Ret 11.65 0.19 -6.2 13.4 Value Line Funds: ITTsry n 12.09 0.04 7.2 14.9 ValueInst 38.35 0.37 -17.3 12.5
LC2020Ret 12.24 0.21 -7.1 13.9 AstAlcClInv n 37.12 0.69 -3.5 35.4 LifeCon n 20.10 0.26 -4.0 15.6
THE WEEK'S TOP 25
Victory Funds:
LC2025Ret 12.51 0.24 -8.4 14.2 Van Eck Funds: LifeGro n 31.99 0.59 -11.5 14.7 EstValA 29.14 NA NA NA Fund Investment Objective One Week Year-to-Date
LC2030Ret 12.69 0.27 -9.7 14.4 EmgMktsY 14.49 0.40 -20.7 3.7 LifeInc n 16.09 0.16 -0.3 15.5 EstValI 29.16 NA NA NA
LC2035Ret 12.98 0.29 -11.2 14.4 VANGUARD ADMIRAL: LifeMod n 26.62 0.42 -7.8 15.3 EstValR p 28.73 NA NA NA
LC2040Inst 9.36 0.23 -12.3 15.2 400MCpIdxInst 210.35 -3.30 -23.9 -3.6 LTIGrade n 11.61 0.27 7.7 32.5 SmCap Grwth p 64.56 2.29 -16.4 32.8 Zevenbergen Genea Inv / ZVGNX Multi-Cap Growth 10.35% 5.5%
on
LC2040Ret 13.17 0.32 -12.4 14.4 500Adml n 265.58 7.90 -10.5 29.8 LTTsry n 15.96 0.23 23.4 44.6 SmCoOppI 32.22 NA NA NA Zevenbergen Growth Inst / ZVNIX Multi-Cap Growth 9.80 11.6
LC2045Ret 11.09 0.28 -13.6 13.8 BalAdml n 36.89 0.72 -5.2 23.0 MATxEx n 11.07 0.09 0.5 13.7 VirtusFunds:
LCIdx2020Inst 16.98 0.25 -5.1 17.5 CAITAdml n 12.02 0.05 0.1 10.9 MgdPayFdInv n 14.77 0.05 -11.9 4.8 CeredexLgCpVlEqI 11.04 0.19 -20.5 5.4
Berkshire Focus / BFOCX Multi-Cap Growth 9.77 2.8
LCIdx2025Inst 17.76 0.29 -6.5 18.0 CALTAdml n 12.44 0.06 0.0 14.0 MidCpGro p 23.78 1.06 -11.0 32.2 CeredexMdCpVlEqI 9.41 0.01 -27.0 -4.7 Virtus Zeven Inn Gr St I / SCATX Multi-Cap Growth 9.58 9.3
LCIdx2035Inst 19.19 0.37 -9.4 18.5 CapOpAdml nr 135.86 4.72 -13.9 27.3 MuHY n 11.26 0.06 -3.2 12.3 GvSecUltShtBdI 9.97 0.01 0.2 5.2
LCIdx2040Inst 19.57 0.40 -10.9 18.4 CoStIxAd nr 75.27 2.81 -4.9 15.9 MuInt n 14.38 0.07 0.1 10.6 Bail Giff US EG K / BGGKX Multi-Cap Growth 9.37 8.7
VirtusFunds Cl A:
LCIdx2045Inst 19.45 0.42 -12.3 17.7 DivAppIdxAdm n 31.08 0.84 -7.7 35.6 MuLong n 11.77 0.07 -0.2 13.4 MulSStA p 4.52 0.04 -3.4 3.4 Transam Cap Growth I / TFOIX Multi-Cap Growth 9.17 7.8
LifeStkIdx 24.63 0.66 -12.1 25.5 EMAdmr n 29.75 0.52 -19.3 -2.5 MuLtd n 11.02 0.02 0.0 6.1
us ,
SmCapSusA 35.92 1.21 -10.1 79.0 Morg Stan Insight A / CPOAX Multi-Cap Growth 9.13 8.2
LrgCpGrIdxInst 35.14 1.78 -3.3 55.4 EnergyAdml nr 55.22 -1.34 -37.8 -36.9 MuSht n 15.79 0.01 0.1 4.4 StratGrA p 17.67 0.84 -3.1 52.8
LrgCpGrIdxRet 35.40 1.79 -3.4 54.3 EqIncAdml n 66.60 0.54 -15.5 13.9 NYLT n 11.81 0.07 -0.6 11.8 Morg Stan I Growth I / MSEQX Multi-Cap Growth 9.07 7.8
l
TactAllA p 9.63 0.31 -4.8 26.4
LrgCpGrInst 21.62 1.29 -1.1 58.8 EuropeAdml n 56.71 0.32 -21.9 -2.6 OHLTte n 12.84 0.08 1.1 14.5 VirtusFunds Cl C: Bail Giff LTGG K / BGLKX Global Large-Cap Growth 9.02 8.7
e
LrgCpVl IdxInst 16.36 0.03 -19.4 3.5 ExplrAdml n 78.89 1.45 -18.8 22.4 Primcp nr 120.63 3.90 -13.3 31.4
al a
MulSStC p 4.59 0.04 -3.2 2.7 Wireless Fund / WIREX Telecommunication 8.92 1.5
LrgCpVl IdxRet 16.66 0.03 -19.4 2.7 ExtndAdml n 75.39 0.69 -21.0 4.7 PrmcpCor n 23.23 0.47 -16.8 20.2 VirtusFunds Cl I:
LrgCpVl Inst 14.85 0.08 -19.3 -1.9 FinIxdAd nr 27.27 -1.30 -28.2 -2.0 SelValu nr 18.34 -0.65 -32.3 -19.8 EmMktI 9.36 0.20 -19.0 -3.4 Midas Fund / MIDSX Precious Metals Eq 8.85 – 12.8
LrgCpVlRet 14.80 0.08 -19.3 -2.6 GlobxUSREInx n 26.91 -0.10 -24.6 -5.2 STAR n 25.46 0.57 -6.9 21.2 ForOppI 26.32 0.83 -12.7 14.4
MdCpGrInst 19.09 0.88 -10.3 29.7 GNMAAdml n 10.82 -0.02 3.3 11.4 STFed n 10.92 0.02 2.4 8.0 Morg Stan I Disc I / MPEGX Mid-Cap Growth 8.79 7.1
ci on
IntSmCapI 15.00 0.22 -21.2 11.3
MdCpVl Inst 12.90 -0.14 -28.0 -14.9 GroIncAdml n 75.31 2.40 -11.2 26.9 STIGrade n 10.70 0.11 0.5 8.0 MulSStI 4.53 0.04 -3.3 4.2 Franklin Gld&Pr Mt A / FKRCX Precious Metals Eq 8.45 – 7.7
MdCpVlRet 12.81 -0.13 -28.0 -15.5 GrwthAdml n 90.88 4.54 -2.9 50.5 STIPSixInv n 24.68 -0.08 0.1 5.4 QualitySmCapI 16.02 -0.06 -16.8 1.2
QuantSmCpEqInst 11.77 -0.10 -28.9 -11.7 HltClxAd nr 94.60 5.60 -1.2 44.3 StratgcEq n 25.07 -0.11 -25.0 -6.2
OCM Gold Adv / OCMAX Precious Metals Eq 8.01 1.3
SmCapSusI 36.79 1.24 -10.0 80.4
RealSecInst 15.53 -0.35 -12.2 17.0 HlthCareAdml nr 85.65 5.01 0.4 36.1 StrSmCpEqInv n 23.42 -0.48 -29.1 -15.6 SmCpCorI 35.80 -0.05 -12.7 56.4 AllianzGI Tech Inst / DRGTX Science & Tech 7.97 2.3
RealSecRet 16.24 -0.36 -12.2 16.2 HYCorAdml nr 5.53 0.13 -5.8 10.9 STTsry n 10.85 0.01 2.9 7.8 Vivaldi Merger: Fidelity Sel Gold / FSAGX Precious Metals Eq 7.97 6.4
S&P500IdxInst 31.67 0.94 -10.5 29.7 InfProAd n 26.81 -0.19 3.6 11.7 TgtRe2015 n 14.61 0.16 -3.8 15.3 Arbitrage Fund 10.37 0.04 -1.3 8.6
S&P500IdxRet 31.46 0.94 -10.5 28.7 InfTechIdx n 120.56 5.36 -3.5 82.0 TgtRe2020 n 30.51 0.42 -6.2 15.6 Voya Fds:
PGIM Jenn Focused Gr Z / SPFZX Large-Cap Growth 7.79 – 2.6
ShTrmBdInst 10.29 0.03 0.0 6.8 IntlGrAdml n 95.69 5.14 -6.9 35.3 TgtRe2025 n 18.29 0.29 -7.8 15.9 GrOppI 46.53 2.35 -3.3 50.7 US Glbl Gold&PM / USERX Precious Metals Eq 7.66 – 11.2
SmCpBl IdxInst 15.42 -0.22 -25.9 -5.5
er s
ITBondAdml n 12.32 0.13 5.1 17.2 TgtRe2030 n 33.09 0.56 -9.2 15.7 InmdBdA p 10.33 0.12 0.7 12.3
SmCpBl IdxRet 15.49 -0.21 -26.0 -6.2 ITCorpIx n 24.45 0.54 0.3 15.5 TgtRe2035 n 20.13 0.36 -10.6 15.5 BNYM Technology Growth A / DTGRX Science & Tech 7.63 0.0
InmdBdI 10.33 0.12 0.8 13.5
SocChEqInst 18.38 0.51 -11.4 27.0 ITIGradeAdml n 10.16 0.16 2.6 14.9 TgtRe2040 n 34.44 0.65 -12.0 15.2 TRPGrEqI 77.19 3.96 -5.2 47.1 Rydex Precious Metls Inv / RYPMX Precious Metals Eq 7.55 – 1.8
SocChEqRet 18.69 0.52 -11.4 26.1 ITsryAdml n 12.09 0.04 7.2 15.3 TgtRe2045 n 21.42 0.42 -13.3 14.3
WellsFargo Sp Tech A / WFSTX Science & Tech 7.53 2.1
Tortoise Capital:
MLP&EgyInc Inst 4.55 0.27 -35.1 -39.6
ITTresIdx n
LarCapAd n
23.78
66.72
0.08
2.09
7.3
-10.2
15.5
30.2
m er
TgtRe2050 n
TgtRe2060 n
34.50
33.09
0.68
0.65
-13.3
-13.3
14.4
14.3 WXYZ VanEck Intl Gold A / INIVX Precious Metals Eq 7.43 3.9
TorMLPPipInsCl 7.29 0.28 -41.5 -43.1 LTGradeAdml n 11.61 0.27 7.8 32.9 TgtRet2055 n 37.46 0.74 -13.3 14.4 USAA Prec Met&Min Fund / USAGX Precious Metals Eq 7.40 3.6
Touchstone Family Fd: LTsryAdml n 15.96 0.23 23.4 45.1 TgtRetInc n 13.63 0.14 -2.6 14.0 Wasatch:
FlexIncY 10.58 0.14 -2.2 8.7 LTTresIdx n 34.35 0.53 23.4 45.3 TotIntBdIxInv n 11.37 0.06 0.8 13.7 CoreGr n 58.69 0.05 -18.4 26.4 Morg Stan I Inc IS / MFLLX Small-Cap Growth 7.35 – 4.3
FocEqY 40.76 1.23 -10.6 16.5 MatIdx nr 54.32 -1.30 -20.2 -3.5 USGro n 42.98 2.88 -0.1 62.4 IntlGr n 26.30 0.93 -15.2 10.7
MicCap n 6.07 NA NA NA Invesco Gold&Prec A / IGDAX Precious Metals Eq 7.33 – 1.8
LagCapFoc A p 38.91 1.25 -9.0 33.8 MidCpAdml n 182.15 2.29 -17.0 11.5 USValue n 14.21 -0.04 -24.0 -7.7
SmCapGr n 32.83 0.66 -16.1 41.6
m rp
MdCpGrwY 29.18 1.18 -12.9 39.7 MrgBkdIdx n 21.77 -0.04 3.0 11.6 WellsI n 26.52 0.37 -2.1 19.2 THE WEEK'S BOTTOM 10
MdCpY 33.63 0.26 -16.2 29.8 MuHYAdml n 11.26 0.06 -3.2 12.6 Welltn n 39.86 0.87 -7.4 21.9 UltraGr n 26.72 1.19 -6.0 77.3
SandsCapGrI 22.67 1.55 1.5 70.1 MuIntAdml n 14.38 0.07 0.1 10.9 Wndsr n 16.72 -0.16 -22.0 1.2 WCM Focus Funds: Fund Investment Objective One Week Year-to-Date
SandsCapGrY 13.33 0.91 1.4 68.2 MuLTAdml n 11.77 0.07 -0.2 13.7 WndsrII n 30.16 0.42 -17.2 9.8 WCMFocIntlGrwIns 17.24 0.67 -8.8 33.8
SmCoA p 3.60 -0.05 -25.2 -5.0 MuLtdAdml n 11.02 0.02 0.0 6.4 VANGUARD INDEX FDS: Weitz Funds:
Tr for Credit Unions: PIIIOpp 14.09 -0.10 -12.0 11.6 J Hancock Reg Bank A / FRBAX Financial Services – 17.05% – 45.8%
MuShtAdml n 15.79 0.01 0.1 4.6 500 n 265.58 7.89 -10.5 29.4
UltShtDur TCU 9.34 0.01 0.1 4.4 NJLTAdml n 12.09 0.13 -1.9 14.9 ExtndIstPl 186.03 1.69 -21.0 4.8 ShtDurIncInst 12.02 0.04 -1.6 4.6 Fidelity Sel Banking / FSRBX Financial Services – 16.63 – 46.5
Transamerica A: NYLTAdml n 11.81 0.07 -0.6 12.0 FTAIWdInPl 90.02 1.07 -19.4 -1.0 ValueInv n 41.76 0.70 -10.9 24.1
Wells Fargo Adv Admi: RMB Inv Fnl Svc I / RMBLX Financial Services – 15.78 – 47.3
AsAlCnsrv p 10.07 0.14 -5.0 8.5 PacifAdml n 71.81 1.14 -16.5 0.4 Growth n 90.91 4.54 -2.9 50.0
Growth 37.18 1.90 -5.2 58.3 Hennessy Sm Cp Finl Inv / HSFNX Financial Services – 15.30 – 42.1
co o
AsAIGrow p 10.41 0.23 -17.3 1.3 PALTAdml n 11.79 0.04 0.3 15.1 ITCorpIxInst 30.21 0.66 0.3 15.5
AsAlMod p 10.24 0.16 -8.1 6.9 PrmcpAdml nr 125.03 4.05 -13.3 31.7 ITTresIdx Inst 29.51 0.10 7.3 15.6 MdCpValAdm 31.51 -0.21 -24.8 -3.9 Rydex Banking Inv / RYKIX Financial Services – 14.26 – 42.4
AsAlModGr p 10.27 0.19 -12.0 4.8 RealEstatAdml n 107.96 -4.04 -17.3 1.0 LTTresIdx Inst 43.60 0.67 23.4 45.3 Wells Fargo Adv Cl A:
Balanced 27.45 0.58 -4.8 21.3 S&PSC600Idx 217.89 -6.15 -28.8 -8.4 MdCpGrAdml n 61.81 2.32 -9.4 30.9 AstAllA p p 12.72 NA NA NA Fidelity Sel Enrgy Ser / FSESX Natural Resources – 13.71 – 65.3
Trust for Professional Ma: SmCapAdml n 59.93 -0.36 -24.2 -0.8 MdCpVlAdml n 46.18 -0.77 -24.6 -5.5 CA TF A 11.76 NA NA NA Rydex Energy Svcs Inv / RYVIX Natural Resources – 13.46 – 65.5
F
PrfTrtStrtBd Ins 22.03 0.08 -2.2 11.8 SmGthAdml n 58.19 1.14 -16.6 21.2 MidCp n 40.15 0.50 -17.1 11.1 CmStkA p p 14.54 -0.11 -26.0 -4.2
Tweedy Browne Fds: STBondAdml n 10.82 0.04 3.0 9.7 DivCapBldr 9.44 NA NA NA RMB Inv Fincl LS I / RMBIX Alt Long/Short Eq – 12.58 – 65.9
RUSS2000IdxInst 188.31 -2.65 -26.0 -5.6
GblValue n 23.05 0.28 -17.6 -4.5 STCorpIx n 21.91 0.27 0.1 9.0 SmCap n 59.91 -0.36 -24.3 -1.1 IdxAstAllA 34.77 NA NA NA Pzena Small Cap Val Inst / PZISX Small-Cap Value – 12.48 – 43.4
STFedAdml n 10.92 0.02 2.4 8.3 SmValAdml n 40.79 -1.26 -30.5 -16.7 OmegaGwth 52.63 3.08 -3.9 60.2
ICON Financial S / ICFSX Financial Services – 12.00 – 37.1
UV STIGradeAdml n 10.70
STIPSIxAdm n 24.71
0.11
-0.09
0.5
0.1
8.3
5.6
TotBd n
TotBd2 n
11.51
11.43
0.09
0.09
4.9
4.6
15.7
15.4
OpptyA 37.74
PremLgCoGrthA 12.89
0.74
0.70
-13.8
-5.4
20.4
54.7 THE LARGEST 25
Ultimus: STsryAdml n 10.85 0.01 3.0 8.2 TotIntl n 14.27 0.17 -19.9 -2.3 SpSmCpValA p p 24.43 -0.96 -30.6 -14.0 Assets 3-Year* 1-Week YTD
LyricalUSVlEqI 11.00 -0.31 -33.0 -23.9 STTresIdx n 20.76 0.02 2.8 7.9 TotSt n 69.69 1.88 -12.1 25.3 StrMunA 9.03 0.03 -1.1 7.3
UM Funds: TotBdAdml n 11.51 0.09 4.9 16.0 VANGUARD INSTL FDS: Wells Fargo Adv Inst: Fund (billions) Investment Objective Return Return Return
BehavVal 38.62 -2.74 -38.4 -27.6 TotIntBdIdxAdm n 22.74 0.12 0.8 13.9 BalInst 36.90 0.72 -5.2 23.1 CoreBd 13.70 NA NA NA
USAA Group: TotIntlAdmIdx nr 23.86 0.28 -19.9 -2.1 DevMktsIndInst 11.29 0.11 -19.9 -1.8 Growth 41.34 2.12 -5.2 59.2 Fidelity Contrafund / FCNTX $80.0 Large-Cap Growth 13.7% 3.86% – 5.1%
500Indx Reward n 38.53 NA NA NA TotStAdml n 69.71 1.88 -12.1 25.6 DevMktsInxInst 17.65 0.17 -19.9 -1.7 MdCpVal 31.75 -0.21 -24.7 -3.2
UlStInc 8.42 0.03 -0.8 5.8 Vanguard Wellington Adm / VWENX 79.4 Mix Tgt All Gro 6.4 0.31 – 9.1
CA Bd n 11.19 NA NA NA TxMBal nr 32.09 0.35 -5.7 19.0 EmgMktInstPl 75.24 1.30 -19.3 -2.4
CapGr n 8.98 NA NA NA TxMCapAdml n 147.09 4.42 -10.9 29.0 EmMkInst r 22.62 0.39 -19.4 -2.4 UlStMuInc 9.55 -0.01 -0.2 4.1 American Funds Gro A / AGTHX 78.5 Large-Cap Growth 11.0 3.81 – 6.7
CrnrsMod n 13.55 NA NA NA TxMIn nr 11.28 0.11 -19.9 -1.8 EuroInst 24.18 0.13 -21.9 -2.6 Western Asset: American Funds Bal A / ABALX 68.3 Mix Tgt All Gro 6.4 0.84 – 6.6
CrnstModAggr n 22.73 NA NA NA TxMSC nr 48.39 -1.37 -28.5 -7.7 ExDurTrsInst 51.64 1.16 32.8 65.6 CoreBondA 13.22 NA NA NA American Funds Inc A / AMECX 62.8 Mix Tgt All Mod 2.7 – 1.03 – 12.8
CoreBondI 13.22 NA NA NA
n-
ExtMktIn n 15.13 NA NA NA USGroAdml n 111.36 7.47 0.0 62.9 ExtDurTreIntPl 129.64 2.91 32.8 65.7 Dodge & Cox Income / DODIX 61.0 Core Bond 4.6 0.64 2.2
Gr&Inc n 17.18 NA NA NA UtilIxAd nr 66.61 -0.51 -6.6 27.7 ExtndInst 75.38 0.68 -21.0 4.7 CoreBondIS 13.23 NA NA NA
Gr&TxStr n 20.06 NA NA NA ValAdml n 38.35 0.37 -17.3 12.5 FTAlWldIst r 85.01 1.01 -19.4 -1.0 CorePlusBdA 11.93 NA NA NA American Funds EuPc R6 / RERGX 60.1 Intl Large-Cap Growth 1.7 – 0.56 – 19.4
Grwth n 24.86 NA NA NA WdsrllAdml n 53.52 0.75 -17.2 10.1 FTScinst 19.49 0.69 -10.6 35.2 CorePlusBdI 11.94 NA NA NA PIMCO Income Inst / PIMIX 59.2 Multi-Sector Inc 2.5 0.03 – 5.9
HiIncm n 6.88 NA NA NA WellsIAdml n 64.25 0.91 -2.1 19.5 GrwthInst 90.88 4.53 -2.9 50.6 CorePlusBdIS 11.94 NA NA NA American Funds CIB A / CAIBX 54.8 Global Equity Income 1.4 – 0.82 – 12.7
Inco n 13.30 NA NA NA WelltnAdml n 68.83 1.51 -7.4 22.2 InPrSeIn 10.92 -0.08 3.7 11.8 IntermedBdI 11.19 NA NA NA
IncStk n 14.09 NA NA NA WndsrAdml n 56.40 -0.54 -22.0 1.5 InstIdx 256.64 7.63 -10.5 29.8 IntermTermMuniA 6.22 NA NA NA Dodge & Cox Stock / DODGX 51.8 Large-Cap Value – 0.1 – 3.93 – 25.2
no
Intl n 19.53 NA NA NA VANGUARD FDS: InstPlus 256.65 7.63 -10.5 29.9 IntermTermMuniI 6.22 NA NA NA PIMCO Tot Rtn Inst / PTTRX 51.8 Core Plus Bond 4.7 0.81 4.0
IntmTerm n 13.32 NA NA NA CAIT n 12.02 0.05 0.1 10.6 InstTStIdx 59.64 1.61 -12.1 25.7 ManagedMuniA 15.67 NA NA NA American Funds ICA A / AIVSX 50.3 Large-Cap Core 5.2 1.09 – 12.7
LgTerm n 13.13 NA NA NA CALT n 12.44 0.06 0.0 13.8 InstTStPlus 59.64 1.61 -12.1 25.7 ManagedMuniI 15.70 NA NA NA American Funds Wash A / AWSHX 48.7 Large-Cap Core 6.3 – 0.25 – 15.4
Nasdaq100 n 24.47 NA NA NA CapOp nr 58.83 2.04 -13.9 27.0 ITBdInst 12.32 0.13 5.1 17.3 MortgBackSecA 9.96 NA NA NA
ntTerBd n 10.62 NA NA NA CapValue n 11.76 -0.07 -19.2 2.0 ITBdInstPI 12.32 0.13 5.1 17.4 ShortTermBdIS 3.86 NA NA NA Vanguard PRIMECAP Adm / VPMAX 48.4 Large-Cap Core 8.9 0.83 – 15.4
PrecMM n 17.27 NA NA NA DivdGro n 27.70 0.52 -9.3 34.0 LaCapInst 274.60 8.58 -10.2 30.2 TotalRetUnconI 9.73 NA NA NA MetWest Total Rtn I / MWTIX 46.0 Core Plus Bond 5.1 0.75 4.6
S&PIdx n 38.51 NA NA NA DivrEq n 33.53 1.06 -11.8 27.4 LTBdInst 16.69 0.38 11.3 35.5 Westwood: DoubleLine Tot Rtn I / DBLTX 44.6 US Mortgage 3.0 0.67 – 0.3
SciTech n 21.69 NA NA NA EmgMktSelStk n 17.62 0.30 -23.8 -4.8 LTBdInstPl 16.69 0.38 11.3 35.5 IncomeOppI 11.90 0.24 -6.0 12.4 American Funds FInv A / ANCFX 43.6 Large-Cap Core 5.9 0.59 – 15.0
ShtT n 10.35 NA NA NA Energy nr 29.44 -0.72 -37.8 -37.1 LTCorplxinst 34.27 1.13 3.0 28.4 Wilmington Funds:
ShtTBdA n 9.02 NA NA NA EqInc n 31.78 0.26 -15.5 13.6 MidCpInst 40.24 0.51 -17.0 11.5 BroadMktBdInst 10.22 0.09 4.2 14.3 Fidelity Str Adv Cre Inc / FPCIX 42.3 General Bond 4.7 0.86 2.9
SmCpStk n 11.61 NA NA NA Explr n 84.78 1.55 -18.9 21.9 MidCpIstPl 198.44 2.49 -17.0 11.6 Intl Inst 7.29 0.12 -18.4 0.7 Vanguard Wellesley Adm / VWIAX 42.1 Mix Tgt Alloc Con 5.7 0.09 – 3.4
TarRet2020 n 11.04 NA NA NA EXPValFd n 24.57 -0.80 -32.9 -16.1 RealEstaInstl 16.71 -0.62 -17.3 1.0 LgCpStrInst 21.73 0.63 -10.8 28.5 American Funds CWGI A / CWGIX 41.8 Global Large-Cap Core 3.5 0.32 – 15.7
TarRet2030 n 11.03 NA NA NA FTAlWldInAdml n 26.81 0.31 -19.5 -1.1 Rs1000GrwIdxInst 335.10 16.97 -3.4 55.4 Wm Blair Funds Cl I: Vanguard Sh-Tm Inv Adm / VFSUX 41.1 Short Inv Grade 2.7 1.09 0.5
TarRet2040 n 10.68 NA NA NA GlbCapCyl Inv nr 6.88 0.13 -17.2 -32.9 Rs1000Vl IdxInst 186.90 0.40 -19.5 3.5 IntlGthI r 26.12 0.73 -14.0 11.7
TarRet2050 n 10.80 NA NA NA GlbEq n 27.24 0.66 -14.3 19.2 Russ1000IdxInst 252.58 7.40 -11.2 28.0 SmMidI r 23.62 0.71 -12.5 33.9 Vanguard Tgt Ret2025 Inv / VTTVX 39.7 Mixed-Asset Target 2025 4.7 0 – 9.3
VA Bd n 11.26 NA NA NA GlobMinVolFdInv n 12.37 0.16 -14.9 12.5 Russ2000GrIxInst 238.46 2.42 -19.4 11.0 Wm Blair Funds Inst: T Rowe Price BC Gro / TRBCX 37.6 Large-Cap Growth 16.6 4.66 – 4.1
ValueFd n 12.03 NA NA NA GloMinVolFdAdm n 24.76 0.32 -14.8 12.8 Russ3000Idx 247.80 6.65 -12.1 25.5 IntlGth 14.96 0.42 -13.8 12.4 American Funds NPer A / ANWPX 37.1 Global Large-Cap Growth 8.3 1.60 – 12.5
WldGr n 21.44 NA NA NA GNMA n 10.82 -0.02 3.3 11.1 SmCapInst 59.93 -0.35 -24.2 -0.7 Wm Blair Funds R6:
VALIC: GroInc n 46.13 1.47 -11.3 26.5 SmCapIstPl 172.97 -1.03 -24.2 -0.7 EmgMktGth 11.93 0.39 -14.4 13.0 Vanguard Div Gro Inv / VDIGX 35.4 Equity Income 9.4 – 1.03 – 11.9
CoreBd 11.89 0.13 2.7 14.0 HlthCare nr 203.12 11.89 0.3 35.9 SmGthInst 46.60 0.91 -16.6 21.2 361 Global Long/Shor:
CoreVal 9.46 -0.01 -19.3 4.1 HYCor nr 5.53 0.13 -5.8 10.5 SmValInst 22.80 -0.70 -30.5 -16.7 Equity Fund 10.43 0.24 -7.2 2.6 *Annualized 04/13/2017 to 04/16/2020. Through Thursday. Source: Lipper
Weekly Closed-End Funds Data provided by
52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, April 17, 2020 Templeton Dragon (TDF) ................ N 21.11 17.93 – 15.1 – 3.2
General Equity Funds Sideways: The Dow and the Herzfeld Average both declined slightly, by a respective Templeton Em Mkt (EMF) ...............
United Corps Ltd (UNC)-cy ...............
N
T
13.98
NA
12.10
90.14
– 13.4 – 16.1
NA – 6.3
Adams Diversified Equity (ADX) ...... N 16.29 14.04 – 13.8 2.7
Boulder Growth & Income (BIF) ...... N 11.59 9.73 – 16.0 – 9.5 -0.8% and -1.3%, as the U.S. tried to plan for a re-opening of business when the VirtusTotalRetFd (ZF) .....................
Wells Fargo Gl Div Oppty (EOD) .......
N
N
8.37
4.49
8.26
4.08
– 1.3 – 0.4
– 9.1 – 12.0
Central Secs (CET)-c ........................ A 33.69 28.75 – 14.7 0.3
CohenStrsCEOppFd (FOF)-a ............ N 10.50 10.30 – 1.9 – 10.5 spread of Covid-19 finally subsides. 12 mos
Eagle Capital Growth (GRF)-c ........... A NA 6.62 NA – 8.4 Stock Market Prem Yield
EVTxAdvDivIncm (EVT) .................. N NA 18.53 NA – 14.4 51000 Net Asset Value Fund Name (Symbol) Exch NAV Price /Disc 3/31/20
Equus II (EQS) ................................
Foxby Corp. (FXBY) ........................
N
O
NA
2.37
1.15
NA
NA – 34.2
NA NA
55100 U.S. Mortgage Bond Funds
GabelliDiv&IncTr (GDV) ................. N 18.60 16.22 – 12.8 – 20.2 BlckRk Income (BKT)-a .................... N 6.31 5.96 – 5.5 7.1
Gabelli Equity Tr (GAB)-h ................. N NA 4.43 NA – 19.6 45600 50700 First Trust Mtge Inc (FMY) .............. N 14.41 13.00 – 9.8 5.6
GeneralAmer (GAM) ....................... N 35.61 30.07 – 15.6 – 7.2 Invesco HI 2023 Tgt Term (IHIT)-a ... N 7.69 7.92 + 3.0 7.4
JHancockTaxAdvDiv (HTD) ............ N 20.83 18.97 – 8.9 – 17.6 46300
.
Invesco HI 2024 Tgt Term (IHTA)-a .. N 6.64 6.86 + 3.3 7.6
Librty AllStr Eq (USA) ..................... N 5.67 5.42 – 4.4 – 5.6 *Herzfeld Nuveen Mortgage and Inc (JLS)-a .... N NA 17.57 NA 8.1
Librty AllStr Gr (ASG)-j ..................... N 5.57 5.30 – 4.8 0.2 40200 41900 Nuveen Multi-Market Inc (JMM)-c ... N NA 6.51 NA 5.8
ly
NuvTaxAdvTRStrat (JTA) ............... N NA 8.09 NA – 27.1 Closed-End Vertical Capital Income (VCIF) ........ N NA 9.06 NA NS
Royce Micro-Cap Tr (RMT) ............. N 7.20 6.20 – 13.9 – 18.0 Average 37500 Western Asset Mtg Oppty (DMO) .... N NA 12.03 NA 14.6
Royce Value Trust (RVT) ................. N 12.15 10.58 – 12.9 – 19.5 Investment Grade Bond Funds
Source Capital (SOR) ...................... N 37.11 31.78 – 14.4 – 11.3 34800 3Q 4Q 1Q 2Q
BlRck Core Bond (BHK)-a ................. N 15.43 14.50 – 6.0 5.9
Special Opportunities (SPE)-a .......... N NA 10.19 NA – 19.4
Sprott Focus Trust (FUND) .............. O 6.27 5.45 – 13.1 – 17.2 % Disc/Prem From Net Asset Value BR Credit Alloc Inc (BTZ)-a ...............
BR Enhcd Govt (EGF)-a ....................
N
N
14.05
13.51
13.30
13.07
–
–
5.3
3.3
7.7
3.8
-4
on
Tri-Continental (TY) ........................ N 26.49 23.03 – 13.1 – 8.0 Insight Select Income (INSI) ........... N 20.46 19.76 – 3.4 4.1
Specialized Equity Funds 29400 InvescoBond (VBF)-a ....................... N 20.06 19.51 – 2.7 4.5
Aberdeen Glb Prem Prop (AWP) ..... N 5.25 4.48 – 14.7 – 17.5 -7 J Han Income (JHS) ........................ N 15.01 14.37 – 4.3 4.7
Adams Natural Resources (PEO) .... N 11.66 9.71 – 16.7 – 39.0 MFS Govt Mkts (MGF)-a ................... N 4.83 4.69 – 2.9 7.6
AllianzGI AI & Tech Opps (AIO) ....... N 19.43 17.19 – 11.5 NS -10 MFS Intmdt (MIN)-a ........................ N 3.98 3.73 – 6.3 9.5
GI NFJ DivInt&PremStr (NFJ) ......... N NA 10.57 NA – 7.4 24000 Western Asset Inf-Lk Inc (WIA) ....... N NA 11.16 NA 3.9
ASA Gold & Prec Met Ltd (ASA) ....... N 14.82 12.61 – 14.9 29.7 Western Asset Inf-Lk O&I (WIW) .... N NA 10.31 NA 4.5
BR Enh C&I (CII)-a ........................... N 14.77 13.92 – 5.8 – 7.6 Dow Industrials
-13 WA Investment Grade Inc (PAI) ....... N NA 14.00 NA 5.0
us ,
BlackRock Energy & Res (BGR)-a .... N 6.92 6.82 – 1.4 – 39.6 WesternAssetPremBd (WEA) ......... N NA 12.39 NA 7.0
BlackRock Eq Enh Div (BDJ)-a .......... N 7.53 6.96 – 7.6 – 12.6 18600 -16 Westn Asst IG Def Opp Tr (IGI) ........ N NA 21.17 NA 5.0
l
BlackRock Enh Glbl Div (BOE)-a ....... N 10.04 9.16 – 8.8 – 7.9 3Q 19 4Q 19 1Q 20 2Q 20 3Q 19 4Q 19 1Q 20 2Q 20 Loan Participation Funds
BlackRock Enh Intl Div (BGY)-a ........ N 5.46 4.86 – 11.0 – 7.7
e
Apollo Senior Floating (AFT)-a ......... N NA 11.94 NA 10.2
al a
BlackRock Hlth Sci Tr II (BMEZ)-a .... N 19.96 19.23 – 3.7 NS The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in BR Debt Strategy (DSU)-a ................ N 10.41 9.13 – 12.3 9.9
BlackRock Hlth Sciences (BME)-a .... N 39.05 40.89 + 4.7 15.2 BR F/R Inc Str (FRA)-a ...................... N 12.56 10.82 – 13.9 8.8
BlackRock Res & Comm (BCX)-a ..... N 6.29 5.50 – 12.6 – 27.2 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami.
BlackRock Floatng Rt Inc (BGT)-a .... N 12.16 10.49 – 13.7 8.6
BlackRock Sci&Tech Tr II (BSTZ)-a .. N 19.56 19.14 – 2.1 NS 305-271-1900/www.herzfeld.com Blackstone / GSO Strat (BGB) .......... N 12.30 10.85 – 11.8 12.7
ci on
BlackRock Sci&Tech Trust (BST)-a .. N 30.95 31.41 + 1.5 4.4 Blackstone/GSO LS Cr Inc (BGX) ..... N 12.63 11.45 – 9.3 13.8
BlackRock Utl Inf & Pwr (BUI)-a ....... N 18.19 18.23 + 0.2 – 7.8 52 Week 52 Week Blackstone/GSO Sr Flt Rt (BSL) ....... N 13.48 12.01 – 10.9 11.0
CBRE ClrnGlbRlEst (IGR) ................ A 6.78 5.64 – 16.8 – 16.6 BNY Mellon Alct GCI 2024 (DCF) ..... N 7.30 7.04 – 3.6 10.1
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 1.88 NA – 77.8 Stock Market Prem Market Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return Eagle Point Credit (ECC) .................. N NA 6.10 NA 35.0
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 2.11 NA – 75.5 Eagle Point Income (EIC) ................ N NA 10.29 NA NS
ClearBridge MLP & Midstm (CEM) .. N NA 2.72 NA – 75.6 Nuv AC Engy MLP Opps (JMLP)-a .... N NA 1.13 NA – 80.4 AGI Dvs Inc & Conv (ACV) ............... N 21.78 20.19 – 7.3 – 5.3 Eaton Vance F-R 2022 TT (EFL) ....... N NA 7.98 NA 7.3
Cntr Cst Brkfld MLP&EI (CEN)-a ....... N 1.15 1.13 – 1.7 – 82.6 NuvCorEqAlpha (JCE) ..................... N NA 11.79 NA – 8.7 AGI Eqty & Conv Inc (NIE) ............... N NA 20.59 NA 2.3 EtnVncFltRteInc (EFT) .................... N NA 10.88 NA 10.0
ChnStrInfr (UTF)-a ........................... N 22.53 20.35 – 9.7 – 8.4 NuveenDiversDiv&Inc (JDD) .......... N NA 7.79 NA – 21.2 Bancroft Fund Ltd (BCV) ................. A NA 20.68 NA 4.4 EtnVncFltRteIncPlus (EFF) .............. N NA 12.66 NA 8.6
COHEN & STEERS MLP INC&E (MIE)-a N 2.11 1.84 – 12.8 – 77.8 Nuveen Engy MLP Tot Rtn (JMF)-a ... N NA 1.48 NA – 82.1 CalamosConvHi (CHY)-a .................. N 10.25 9.88 – 3.6 – 1.3 EV SenFlRtTr (EFR) ......................... N NA 10.69 NA 10.2
Cohen&SteersQualInc (RQI)-a ......... N 11.37 9.88 – 13.1 – 15.6 Nuveen Nasdaq 100 Dyn Ov (QQQX) N NA 21.02 NA – 1.1 CalmosConvOp (CHI)-a ................... N 9.71 9.18 – 5.5 – 4.1
er s
CohenStrsREITPref (RNP)-a ............ N 20.32 17.95 – 11.7 – 5.4 EVSnrIncm (EVF) ........................... N NA 5.03 NA 9.3
Nuv Real Est (JRS) .......................... A NA 7.40 NA – 20.2 Ellsworth G&I Fund Ltd (ECF) .......... A NA 9.59 NA 6.3 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.18 10.24 – 15.9 9.4
Cohen&Steers TotRet (RFI)-a .......... N 11.78 11.21 – 4.8 – 6.3 Nuveen Rl Asst Inc & Gro (JRI)-a ...... N NA 10.92 NA – 25.8 Gabelli Conv Sec (GCV) ................... N 4.95 4.72 – 4.6 – 0.1
Columbia Sel Prm Tech Gr (STK) ..... N 18.33 19.50 + 6.4 – 2.4 FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 8.72 7.97 – 8.6 4.8
NuvS&P500DynOvFd (SPXX) ......... N NA 12.69 NA – 13.4 HiIncBd (PCF)-a ............................... N NA 7.60 NA – 9.4 Highland Income (HFRO) ................ N 11.82 9.20 – 22.2 10.8
Cushing Energy Income (SRF) ........ N 4.65 3.70 – 20.4 – 48.5 NuvSP500BuyIncFd (BXMX) .......... N NA 10.82 NA – 11.9 World Equity Funds InvDYCrOpp (VTA)-a ....................... N 9.96 8.54 – 14.3 10.4
CushingMLPTotRet (SRV)-d ............
Cushing Renaissance (SZC)-a ..........
N
N
5.23
8.50
4.44
6.82
– 15.1 –
– 19.8 –
51.1
54.2
m er
PIMGlbStkPI (PGP) ........................
ReavesUtilityIncome (UTG) ............
N
A
NA
NA
8.29
30.10
NA – 23.7
NA – 6.2
AbrdnAusEq (IAF) ...........................
Aberdeen Emg Mkts Eq Inc (AEF) ....
A
A
4.55
6.48
4.02
5.56
–
–
11.6
14.2
–
–
16.8
24.8
InvSnrIncTr (VVR)-a ........................
Nuveen Credit Strat Inc (JQC)-a ........
N
N
4.00
NA
3.41
6.00
– 14.8
NA
8.5
21.3
DNP Select Income (DNP) .............. N 9.01 10.78 + 19.6 0.8 RMRRealEstInc (RIF) ..................... A 14.72 11.59 – 21.3 – 29.9 Aberdeen Glbl Dyn Div (AGD) .......... N 9.39 8.10 – 13.7 – 9.5
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 11.71 10.01 – 14.5 – 25.1 NuvFloatRateIncFd (JFR)-a .............. N NA 7.77 NA 9.7
Salient Midstream & MLP (SMM) ... N 4.67 3.44 – 26.3 – 57.9 Aberdeen Japan Equity (JEQ) .......... N 8.11 6.72 – 17.1 – 1.6 NuvFloatRteIncOppty (JRO)-a ......... N NA 7.72 NA 9.9
Duff&Ph Sel MLP&MS Engy (DSE) . N 0.45 0.39 – 13.5 – 91.0 Tortoise Energy Ind (NDP) .............. N NA 1.33 NA – 82.7 Aberdeen Tot Dyn Div (AOD) ........... N 8.21 7.19 – 12.4 – 8.7
EtnVncEqtyInc (EOI) ....................... N NA 13.30 NA – 4.1 Nuveen Senior Income (NSL)-a ........ N NA 4.58 NA 10.0
Tortoise Enrgy Infra Crp (TYG) ........ N NA 3.34 NA – 83.7 Calamos GloDynInc (CHW)-a ........... N 6.59 6.28 – 4.7 – 15.2 Nuveen Sht Dur Crdt Opp (JSD)-a .... N NA 11.47 NA 10.7
EtnVncEqtyIncoII (EOS) ................. N NA 15.50 NA – 1.4 Tortoise Ess Asst Inc Tm (TEAF) ..... N NA 10.66 NA – 42.6
EVRskMnDvsEqInc (ETJ) ............... N 9.35 9.24 – 1.2 7.7 Cdn Genl Inv (CGI)-y ........................ T 31.26 21.24 – 32.1 – 12.1 PionrFltRate Tr (PHD)-a ................... N 9.83 8.44 – 14.1 8.9
m rp
Tortoise Midstream Enrgy (NTG) .... N NA 1.33 NA – 89.2 Central and Eastern Euro (CEE) ....... N 22.14 18.29 – 17.4 – 24.4 THL Credit Senior Loan (TSLF) ........ N 14.16 12.09 – 14.6 10.4
ETnVncTxMgdBuyWrtInc (ETB) ..... N 12.86 13.05 + 1.5 – 9.7 Tortoise Pipelne & Enrgy (TTP) ....... N NA 3.43 NA – 74.9
EtnVncTxMgdBuyWrtOpp (ETV) ..... N 12.60 13.41 + 6.4 – 5.0 China (CHN) ................................... N 23.16 19.91 – 14.0 – 1.5 WA Corporate Loan (TLI) ................ N NA 7.94 NA 10.4
Tortoise Pwr & Engy Infr (TPZ) ....... N NA 9.03 NA – 47.5 Delaware Enh Gl Div & In (DEX)-a ..... N 9.16 8.03 – 12.4 – 8.4 High Yield Bond Funds
EvTxMnDvsEqInc (ETY) ................. N 10.81 10.43 – 3.5 – 3.6 Wells Fargo Ut & Hi Inc (ERH)-a ....... A NA 11.96 NA 0.3
EtnVncTxMgdGlbB (ETW) .............. N NA 8.04 NA – 12.2 EV TxAdvGlbDivInc (ETG) ............... N NA 13.15 NA – 12.2 Aberdeen Inc Credit Str (ACP) ......... N 8.41 7.74 – 8.0 19.5
EVTxMnGblDvEqInc (EXG) ............. N 7.42 6.94 – 6.5 – 8.6
Income & Preferred Stock Funds EtnVncTxAdvOpp (ETO) ................. N 19.73 20.15 + 2.1 – 10.9 AllianceBernGlHiIncm (AWF) .......... N 10.98 9.84 – 10.4 8.5
First Trust Energy Inc G (FEN) ......... A 12.42 11.71 – 5.7 – 43.1 CalamosStratTot (CSQ)-a ................ N 11.46 11.16 – 2.6 – 5.3 Economic Inv Tr (N/A)-cy ................. T NA NA NA NA Angel Oak FS Inc Trm (FINS)-a ......... N NA 17.00 NA NS
First Tr Enhanced Eq (FFA) .............. N 14.24 13.45 – 5.5 – 4.5 CohenStrsLtdDurPref&Inc (LDP)-a . N 22.11 22.29 + 0.8 0.7 European Equity Fund Inc (EEA) ...... N 8.78 7.32 – 16.7 – 13.3 Barings Glb SD HY Bd (BGH) ........... N 13.03 11.48 – 11.9 15.7
First Tr Specialty Fn (FGB) ............... N 2.45 2.75 + 12.2 – 51.0 CohenStrsSelPref&Income (PSF)-a . N 22.97 24.01 + 4.5 – 5.7 FirstTrAbEmergOp (FEO) ................ N 12.47 10.50 – 15.8 – 16.5 BR Corporate HY (HYT)-a ................. N 10.25 9.35 – 8.8 10.2
FirstTrEnergyInfra (FIF) .................. N 11.30 9.84 – 12.9 – 32.4 Del Div & Inc (DDF)-a ....................... N 8.40 8.97 + 6.8 – 26.3 FirstTr Dyn Euro Eq Inc (FDEU) ....... N 10.89 9.82 – 9.8 – 25.3 BlackRock Ltd Dur Inc (BLW)-a ........ N 14.93 13.49 – 9.6 8.4
Dividend and Income (DNI) ............. N 11.39 9.22 – 19.1 – 15.3 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N NA 7.94 NA – 29.3 BNY Mellon Hi Yield Str (DHF) ......... N 2.79 2.48 – 11.1 11.4
co o
FirstTrMLPEner&Inc (FEI) .............. N 6.32 5.26 – 16.8 – 49.0

Gab Gl Util & Inc (GLU)-h ................. A NA 15.00 NA – 12.9 Eagle Gr and Inc Opps (EGIF) .......... N 13.48 11.28 – 16.3 – 23.8 Gabelli Multimedia (GGT)-h ............. N 5.44 6.09 + 11.9 – 16.6 Brookfield Real Asst Inc (RA)-a ........ N 18.14 15.57 – 14.2 16.2
Gabelli Healthcare (GRX)-h .............. N 11.67 9.96 – 14.7 0.9 FirstTrIntDurPref&Inc (FPF) ........... N 20.35 19.48 – 4.3 – 5.3 GDL Fund (GDL) ............................. N NA 7.95 NA – 11.9 CrSuisHighYld (DHY)-a ................... A 2.12 1.89 – 10.8 11.9
Gab Utility (GUT)-h .......................... N 4.11 6.52 + 58.6 6.1 Gabelli Go Anywhere Tr (GGO) ........ N NA NA NA NA Herzfeld Caribb (CUBA) .................. O 4.39 3.55 – 19.1 – 32.4 CSAM Income Fd (CIK)-a ................. A 2.88 2.53 – 12.2 11.3
GAMCOGlGold&NatRes (GGN) ....... A NA 3.23 NA – 14.4 JHanPrefInc (HPI) .......................... N 16.88 17.20 + 1.9 – 18.3 Highland Global Alloc (HGLB) ......... N 8.79 5.20 – 40.8 – 53.3 DoubleLine Inc Sol (DSL)-a .............. N NA 13.08 NA 13.8
JHPrefIncII (HPF) ........................... N 16.57 16.51 – 0.4 – 18.9
F
GAMCO NR GLD & INC TR (GNT) .... N NA 4.37 NA – 12.2 India Fund (IFN) .............................. N 16.49 14.16 – 14.1 – 26.0 DoubleLine Yld Opps (DLY) ............ N NA NA NA NS
J Han Finl Opptys (BTO) .................. N 19.03 19.53 + 2.6 – 36.3 HnckJPfdInco III (HPS) .................. N 14.85 14.64 – 1.4 – 16.2 J Han Hdgd Ety & Inc (HEQ) ............ N 11.79 10.69 – 9.3 – 19.3 EVHiInc2021 (EHT) ........................ N 9.54 9.22 – 3.4 5.0
Macquarie/FirstTr Gl (MFD) ............ N 9.12 7.96 – 12.8 – 21.7 J Han Prm (PDT) ............................. N 12.26 12.57 + 2.5 – 18.1 JHancockTaxAdv Gl Sh Yld (HTY) ... N 5.89 5.20 – 11.7 – 18.3 First Tr Hi Inc Lng/Shrt (FSD) .......... N 14.76 12.98 – 12.1 10.6
Madison CovCall & Eq Str (MCN) .... N NA 5.43 NA – 9.97 LMP CapInco (SCD) ........................ N NA 9.40 NA – 20.1 Japan Smaller Cap (JOF) ................. N NA 7.02 NA – 13.8 Franklin Univ (FT) ........................... N 7.74 6.57 – 15.1 6.2
Neuberger Brmn MLP & EI (NML)-a . N 2.97 2.30 – 22.6 – 67.3 Nuveen Pref & I 2022 Trm (JPT)-a .... N NA 20.85 NA – 3.7 Korea (KF) ...................................... N 27.90 23.72 – 15.0 – 23.6 InvHighIncTrII (VLT)-a .................... N 12.53 10.98 – 12.4 10.8
NubrgrRlEstSec (NRO)-a ................. A 3.73 3.35 – 10.2 – 23.6 Nuveen Pref & Inc Opp (JPC)-a ........ N NA 7.77 NA – 12.7 LazardGlbTotRetInc (LGI)-a ............. N 15.26 13.03 – 14.6 – 9.8 IVY HIGH INCOME OPP (IVH)-a ....... N 12.09 10.72 – 11.3 12.0
Nuv Dow 30 Dyn Overwrite (DIAX) .. N NA 13.46 NA – 19.9 Nuveen Fd (JPS)-a ........................... N NA 7.88 NA – 8.1 MexicoEqandIncmFd (MXE) ........... N 7.82 6.91 – 11.6 – 38.0 MFS IntmdHgInc (CIF)-a .................. N 2.29 2.24 – 2.2 11.6
Nuveen Pref & Inc Term (JPI)-a ........ N NA 20.05 NA – 7.9 Mexico (MXF) ................................. N NA 8.57 NA – 38.2 NeubHgYldStrt (NHS)-a ................... N 10.66 9.92 – 6.9 12.2
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Nuveen TxAdvDivGr (JTD) .............. N NA 12.51 NA – 16.5 Miller/Howard High Inc E (HIE) ....... N 6.47 5.61 – 13.3 – 44.9 New Amer Hi Inc (HYB)-a ................. N 8.62 7.27 – 15.7 8.7
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. TCW Strat Income (TSI) .................. N NA 5.38 NA 4.1 MS ChinaShrFd (CAF)-J ................... N 22.21 18.52 – 16.6 – 21.4 NexPointStratOppty (NHF) ............. N 16.14 10.37 – 35.7 27.8
Vivaldi Opportunities (VAM) ........... N 11.76 11.01 – 6.4 NA MS India (IIF) .................................. N 16.73 13.64 – 18.5 – 35.3 Nuveen Crdt Opps 2022 TT (JCO)-a .. N 7.68 7.69 + 0.1 7.0
e-NAV assumes rights offering is fully subscribed. f-Rights offering
Convertible Sec's. Funds New Germany (GF) ......................... N 14.82 12.95 – 12.6 – 8.6 Nuveen Global High Inc (JGH)-a ....... N 14.09 12.22 – 13.3 10.9
in process. g-Rights offering announced. h-Lipper data has been ad- AdvntCnvrtbl&IncFd (AVK)-a ........... N 13.35 12.20 – 8.6 – 9.6 New Ireland (IRL) ........................... N 8.36 6.52 – 22.0 – 30.2 Nuveen Hi Inc 2020 Trgt (JHY)-a ...... N 9.28 9.27 – 0.1 3.6
justed for rights offering. j-Rights offering has expired, but Lipper AllianzGI Con & Inc 2024 (CBH) ...... N 8.54 8.02 – 6.1 – 7.1 RENN Fund (RCG) .......................... A NA 1.14 NA – 24.3 Nuveen Hi Inc 2023 Trgt (JHAA)-a .... N 8.97 9.25 + 3.1 7.5
data not yet adjusted. l-NAV as of previous day. o-Tender offer in GI Conv & Inc (NCV) ....................... N 4.28 3.93 – 8.2 – 25.9 Royce Global Value Trust (RGT) ...... N 10.66 8.92 – 16.3 – 14.7 Nuveen HI Nov 2021 Tgt (JHB)-a ...... N 9.02 8.67 – 3.9 5.7
process. Source: Lipper AGI Conv & Inc II (NCZ) ................... N 3.87 3.58 – 7.5 – 24.3 Swiss Helvetia (SWZ) ..................... N 8.79 7.34 – 16.5 – 0.1 PGIM Global High Yield (GHY)-a ...... N 13.54 11.76 – 13.1 11.1
n-
THREE YEAR TED SPREAD Market Sentiment LAST –0.04

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate
1.5
1.4 Euphoria 0.6
no
1.3
1.2
0.3
1.1
1.0
0.9 0
0.8
0.7 -0.3
Friday's Close 0.83
0.6 Panic
0.5 -0.6
0.4
0.3 -0.9
0.2 M A M J J A S O N D J F M A
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
17 18 19 20 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
Weekly Closed-End Funds Data provided by
12 mos 12 mos 12 mos 52 Week

Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc 3/31/20 Fund Name (Symbol) Exch NAV Price /Disc 3/31/20 Fund Name (Symbol) Exch NAV Price /Disc 3/31/20 Fund Name (Symbol) Exch NAV Price /Disc Return
PGIM High Yield Bond (ISD)-a .......... N 14.30 12.34 – 13.7 10.6 DWS Muni Inc (KTF)-a ..................... N 11.99 10.56 – 11.9 4.6 Nuveen MI Qual Muni Inc (NUM)-a ... N 15.63 13.47 – 13.8 3.9 ACAP Strategic:W (N/A) .................. z 15.61 NA NA 28.3
PioneerHilncmTr (PHT)-a ................ N 7.68 6.82 – 11.2 11.5 DWS Strat Mun (KSM)-a .................. N 11.62 10.32 – 11.2 5.2 Nuveen Minn Qual Mun Inc (NMS)-a A 14.53 13.07 – 10.0 4.3 BMO LGM Front ME;I (N/A) ............. z 6.19 NA NA – 31.5
Wells Fargo Income Oppty (EAD)-a .. A 7.60 6.76 – 11.1 11.1 EVMuniBd (EIM) ............................. A 13.67 12.55 – 8.2 4.2 Nuveen MO Qual Mun Inc (NOM)-a .. A 13.52 14.00 + 3.6 3.7 CalamosGlbTotRet (CGO)-a ............. z 9.60 9.49 – 1.1 – 11.7
WstAstHIF II (HIX) .......................... N NA 5.55 NA 11.3 EVMuniIncm (EVN) ........................ N 13.30 12.25 – 7.9 4.7 Nuveen NJ Muni Value (NJV)-a ........ N 14.92 12.85 – 13.9 3.8 12 mos
Western Asset Hi Inc Opp (HIO) ...... N NA 4.35 NA 8.6 EVNatMuniOpp (EOT) ..................... N 20.38 19.00 – 6.8 4.6 NuvNJ Qual Muni Inc (NXJ)-a ........... A 15.73 13.51 – 14.1 4.7 Stock Market Prem Yield
Western Asset Hi Yld D O (HYI) ....... N NA 13.19 NA 8.8 FedPremMuInc (FMN) .................... N 14.59 13.04 – 10.6 4.6 Nuveen NY AMT/Fr Qual MI (NRK)-a A 14.26 12.49 – 12.4 4.3 Fund Name (Symbol) Exch NAV Price /Disc 3/31/20
Other Domestic Taxable Bond Funds InvAdvMuIncTrII (VKI)-a ................. A 11.36 10.37 – 8.7 5.2 Nuveen NY Val (NNY)-a .................... N 9.84 9.44 – 4.1 3.7
Apollo Tactical Income (AIF)-a ......... N NA 11.75 NA 10.6 Invesco MuniOp (OIA)-a .................. N 7.02 6.76 – 3.7 5.5 Nuveen NY Muni Value 2 (NYV)-a ..... N 15.54 13.73 – 11.7 3.2 Loan Participation Funds
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 10.97 NA 11.9 InvescoMuOppTr (VMO)-a .............. N 12.72 11.58 – 9.0 5.2 Nuveen NY Qual Muni Inc (NAN)-a ... N 14.72 13.05 – 11.3 4.3 1WS Credit Income (N/A) ................ z NA NA NA 7.0
Barings Corporate Inv (MCI) ........... N NA 14.99 NA 10.3 InvescoMuTr (VKQ)-a ...................... N 12.72 11.61 – 8.7 5.1 Nuveen NY Sel Tx-Free (NXN)-a ....... N 13.94 12.75 – 8.5 3.7 AlphCntrc Prime Merid In (N/A) ....... z 9.92 NA NA NS
Barings Part Inv (MPV) ................... N NA 13.22 NA 9.2 InvescoQual Inc (IQI)-a .................... N 12.94 11.72 – 9.4 5.1 Nuveen OH Qual Muni Inc (NUO)-a ... N 17.00 14.47 – 14.9 3.5 Angel Oak Str Crdt:Inst (N/A) .......... z NA NA NA 8.5
BlackRock Mlt-Sctr Inc (BIT)-a ......... N 14.96 13.33 – 10.9 11.9 InvTrInvGrMu (VGM)-a .................... N 13.13 11.92 – 9.2 5.0 Nuveen PA Muni Value (NPN)-a ........ N 14.77 13.20 – 10.6 NA Axonic Alternative Inc (N/A)-a .......... z 19.60 NA NA 4.2
BlackRock Tax Muni Bd (BBN)-a ...... N 23.32 23.09 – 1.0 6.2 InvescoValMunInc (IIM)-a ............... N 15.70 14.38 – 8.4 4.9 Nuveen PA Qual Muni Inc (NQP)-a .... N 15.18 13.18 – 13.2 4.5 Blackstone/GSO FR EI D (N/A) ......... z 20.51 NA NA 8.0
DoubleLine:Oppor Crdt Fd (DBL)-a .. N 17.45 17.75 + 1.7 8.2 MAINSTAY:MK DEFTR MUN OP (MMD)-a N 19.61 19.31 – 1.5 5.3 Nuveen VA Qlty Mun Inc (NPV)-a ...... N 14.32 12.82 – 10.5 4.0 Blackstone/GSO FR EI I (N/A) .......... z 20.48 NA NA 8.4
.
Duff&Ph Util Cor (DUC)-a ................. N 9.36 8.96 – 4.3 5.5 MFS HgIncMuniTr (CXE)-a .............. N 4.83 4.35 – 9.9 5.3 PIMCO CA (PCQ) ............................ N 13.33 17.00 + 27.5 5.6 Blackstone/GSO FR EI T (N/A) ......... z 20.44 NA NA 7.7
EVLmtDurIncm (EVV) ..................... A NA 10.71 NA 9.6 MFS HgYldMuniTr (CMU)-a ............. N 4.36 3.85 – 11.7 5.2 PIMCOCAMuniII (PCK) ................... N 8.40 8.57 + 2.0 4.8 Blackstone/GSO FR EI T-I (N/A) ....... z 20.88 NA NA NS
ly
Franklin Ltd Dur Income (FTF) ......... A NA 8.10 NA 13.0 NeubrgrBrm (NBH) ......................... A 14.26 13.45 – 5.7 5.1 Pimco CA Muni III (PZC) ................. N 9.59 10.03 + 4.6 5.0 Blackstone/GSO FR EI U (N/A) ......... z 21.34 NA NA NS
J Han Investors (JHI) ...................... N 15.37 13.68 – 11.0 10.0 Nuveen AMT-Fr Mu Val (NUW)-a ...... N 16.29 15.18 – 6.8 3.6 PIMCO NY (PNF) ............................ N 11.25 11.00 – 2.2 5.5 Blstn Commnty Dev (N/A) ............... z 9.81 NA NA 3.7
KKR Income Opportunities (KIO) .... N NA 10.95 NA 14.0 Nuveen AMT-Fr Qlty Mun I (NEA)-a .. A NA 13.70 NA 4.7 PIMCONYMuniII (PNI) ................... N 10.62 9.90 – 6.8 4.9 BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 76.53 NA NA NS
MFS Charter (MCR)-a ...................... N 8.37 7.66 – 8.5 9.6 Nuveen AMT-Fr Mu CI (NVG)-a ........ A NA 14.70 NA 5.3 Pimco NY Muni III (PYN) ................. N 8.59 8.65 + 0.7 5.0 CLIFFWATER CL FD;I (N/A) ............. z 9.97 NA NA 1.5
Nuveen Taxable Muni Inc (NBB)-a .... N 20.05 19.90 – 0.7 6.1 Nuveen Enh Muni Val (NEV)-a .......... N NA 13.49 NA 5.2 Continuously Offered CNR Strategic Credit (N/A) .............. z 7.69 NA NA 10.8
PCM Fund (PCM) ............................ N 7.85 8.32 + 6.0 12.0 Nuveen Int Dur Mun Term (NID)-a .... N NA 12.75 NA 3.9 52 Week FedProj&TrFinanceTendr (N/A) ...... z 9.78 NA NA 3.9
PIMCO Corp & Inc Oppty (PTY) ....... N 11.26 13.80 + 22.6 12.3 Nuveen Int Dur Qlty Mun (NIQ)-a ...... N 14.05 13.23 – 5.8 2.8 Stock Market Prem Market FS Global Crdt Opptys D (N/A) ......... z NA NA NA 8.4
on
PIMCO Corp & Inc Strat (PCN) ........ N 11.66 14.26 + 22.3 10.5 Nuveen Mu Crdt Opps (NMCO)-a ...... N NA 11.55 NA NS Fund Name (Symbol) Exch NAV Price /Disc Return Garrison Capital Inc (GARS) ............ z NA 2.01 NA NA
PIMCOHilnco (PHK) ....................... N 4.63 4.98 + 7.6 15.0 NuvMuni2021TgtTerm (NHA)-a ....... N 9.81 9.55 – 2.7 1.8 Schrdrs Opp Inc;A (N/A) ................. z 22.91 NA NA NS
PIMCO IncmStrFd (PFL) ................. N 8.64 8.60 – 0.5 12.7 Nuv Muni Credit Income (NZF)-a ...... A NA 14.18 NA 5.5 Specialized Equity Funds Schrdrs Opp Inc;A2 (N/A) ............... z 22.90 NA NA NS
PIMCO IncmStrFd II (PFN) .............. N 7.78 7.79 + 0.1 12.6 NuvMuniHiIncOpp (NMZ)-a ............. A NA 12.63 NA 5.7 Bluerock Total Inc+ RE:A (N/A) ........ z 30.30 NA NA 6.1 Schrdrs Opp Inc;I (N/A) .................. z 22.91 NA NA NS
Putnam Mas Int (PIM) .................... N 4.18 4.28 + 2.4 8.8 Nuveen Muni Inc (NMI)-a ................. N NA 10.76 NA 3.7 Bluerock Total Inc+ RE:C (N/A) ........ z 28.97 NA NA 5.3 Schrdrs Opp Inc;SDR (N/A) ............ z 22.91 NA NA NS
Putnam Prem Inc (PPT) .................. N 4.62 4.38 – 5.2 9.2 Nuveen Muni Val (NUV)-a ................ N 10.26 9.84 – 4.1 3.8 Bluerock Total Inc+ RE:I (N/A) ......... z 30.82 NA NA 6.4 Invesco Sr Loan A (N/A) .................. z 5.65 NA NA 5.7
Wells Fargo Multi-Sector (ERC)-a .... A 11.12 9.86 – 11.3 12.4 Nuveen Quality Muni Inc (NAD)-a ..... N NA 13.85 NA 4.6 Bluerock Total Inc+ RE:L (N/A) ........ z 30.08 NA NA 5.8 Invesco Sr Loan C (N/A) .................. z 5.66 NA NA 4.8
Nuveen Sel Mat (NIM)-a ................... N 10.48 10.12 – 3.4 3.2 Broadstone Rl Est Acc:I (N/A) .......... z NA NA NA NA Invesco Sr Loan IB (N/A) ................. z 5.65 NA NA 6.0
us ,
World Income Funds
Abrdn AP IncFd (FAX) ..................... N 4.23 3.47 – 18.0 6.6 Nuveen Sel TF (NXP)-a ..................... N 15.83 15.18 – 4.1 3.6 Broadstone Rl Est Acc:W (N/A) ....... z NA NA NA NA Invesco Sr Loan IC (N/A) ................. z 5.65 NA NA 5.8
Aberdeen Global Income (FCO)-a ..... N 6.12 5.89 – 3.8 11.0 Nuveen Sel TF 2 (NXQ)-a .................. N 14.99 14.53 – 3.1 3.5 CC Real Estate Income;A (N/A) ........ z 7.23 NA NA – 19.4 Invesco Sr Loan Y (N/A) .................. z 5.65 NA NA 6.0
l
BlackRock 2022 Gl Inc Op (BGIO)-a .. N 7.96 7.96 + 0.0 8.1 Nuveen Sel TF 3 (NXR)-a .................. N 16.31 15.64 – 4.1 3.3 CC Real Estate Income;Ad (N/A) ...... z 6.88 NA NA – 24.2 Pioneer Sec Inc (N/A) ...................... z NA NA NA NS
CC Real Estate Income;C (N/A) ........ z 6.99 NA NA – 23.2
e
BrndywnGLB Glb Inc Oppts (BWG) . N NA 11.19 NA 7.4 PIMCO MuniInc (PMF) .................... N 12.21 12.72 + 4.2 5.5 High Yield Bond Funds
al a
EtnVncStDivInc (EVG) .................... N NA 11.23 NA 8.1 PIMCOMuniIncII (PML) .................. N 11.51 12.81 + 11.3 6.0 CC Real Estate Income;I (N/A) ......... z 7.23 NA NA – 19.4 Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 8.1
First Tr/Ab Glbl Inc (FAM) ................ N 10.24 9.07 – 11.4 10.2 Pimco Muni III (PMX) ..................... N 10.46 11.00 + 5.2 5.6 CC Real Estate Income;T (N/A) ........ z 7.00 NA NA – 20.8 Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 8.0
MS EmMktDomDebt (EDD) ............ N 6.42 5.34 – 16.8 10.3 PioneerHilncAdv (MAV)-a ................ N 11.81 10.41 – 11.9 4.5 Clarion Partners REI D (N/A) ........... z NA NA NA NS Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 8.0
Ms EmMktDebtFd (MSD) ................ N 9.12 7.77 – 14.8 6.6 PioneerMunHiIcmT (MHI)-a ............ N 12.62 11.36 – 10.0 5.0 Clarion Partners REI I (N/A) ............. z NA NA NA NS Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 8.0
ci on
Nuveen EM Dbt 2022 Tg Tr (JEMD)-a N NA 6.31 NA 7.2 Putnam Mgd Inc (PMM) ................. N 7.49 7.01 – 6.4 5.3 Clarion Partners REI S (N/A) ........... z NA NA NA NS Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 8.1
PIMCO Dyn Crd & Mrt Inc (PCI) ....... N 16.82 17.70 + 5.2 14.9 Putnam Muni Opp (PMO) ................ N 12.97 12.29 – 5.2 5.3 Clarion Partners REI T (N/A) ............ z NA NA NA NS PIMCO Flexible Cr I;A-2 (N/A) .......... z 7.76 NA NA NS
PIMCO Dynamic Income (PDI) ........ N 20.88 23.13 + 10.8 13.8 RiverNorth Flex Muni Inc (RFM) ...... N 20.73 NA NA NS FS Energy Total Return A (N/A) ....... z NA NA NA NA PIMCO Flexible Cr I;A-4 (N/A) .......... z 7.76 NA NA 11.7
PIMCO Income Opportunity (PKO) .. N 19.68 20.04 + 1.8 11.2 RiverNorth Mgd Dur Mun I (RMM)-a N 17.44 17.75 + 1.8 NS FS Energy Total Return I (N/A) ......... z NA NA NA NA PIMCO Flexible Cr I;Inst (N/A) ......... z 7.76 NA NA 12.7
PIMCO Stratg Inc (RCS) .................. N 5.59 6.45 + 15.4 12.1 RiverNorth Opps Muni Inc (RMI)-a ... N NA 20.36 NA 5.4 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA PionrILSBridge (N/A) ..................... z 10.00 NA NA 0.0
StoneHarbor EM Tot Inc (EDI) ......... N 6.14 7.00 + 14.0 27.9 Western Asset Mgd Muni (MMU) .... N NA 12.05 NA 5.2 Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA WA Middle Mkt Dbt (N/A) ................ z NA NA NA 10.4
StoneHarbor Emg Mkts Inc (EDF) ... N 5.38 7.58 + 40.9 28.8 Western Asset Mun Hi Inc (MHF) .... N NA 7.06 NA 4.2 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA WA Middle Mkt Inc (N/A) ................. z NA NA NA 11.4
Templeton Em Inc (TEI)-a ................ N 8.86 7.93 – 10.5 10.1 WstAstMuniPrtnrs (MNP) .............. N NA 13.91 NA 4.6 NexPointHCOpp;A (N/A) ................. z 14.68 NA NA – 0.5 Other Domestic Taxable Bond Funds
Templtn Glbl Inc (GIM)-a ................. N 6.31 5.50 – 12.8 7.0 Westn Asst Mu Def Opp Tr (MTT) .... N NA 19.11 NA 4.4 NexPointHCOpp;C (N/A) ................. z 14.45 NA NA – 1.2 Am Beacon Apollo TR:T (N/A) ......... z 9.69 NA NA NS
NexPointHCOpp;Z (N/A) ................. z NA NA NA NA
er s
Virtus Gl MSec Inc (VGI) ................. N 11.18 10.07 – 9.9 14.7 Single State Muni Bond Am Beacon Apollo TR:Y (N/A) ......... z 9.69 NA NA 3.4
WstAstEmergDebt (EMD) ............... N NA 11.15 NA 11.4 BlackRock CA Mun (BFZ)-a .............. N 14.81 12.73 – 14.0 3.8 NexPointRlEstStrat;A (N/A) ............ z 13.73 NA NA – 27.1 Am Beacon SP Enh Inc:T (N/A) ........ z 8.63 NA NA NS
Western Asset Gl Cr D Op (GDO) ..... N NA 15.41 NA 8.8 BlckRk FL Muni 20 (BFO)-a .............. N 14.78 14.48 – 2.0 1.3 NexPointRlEstStrat;C (N/A) ............ z 13.86 NA NA – 27.4 Am Beacon SP Enh Inc:Y (N/A) ........ z 8.63 NA NA 6.0
WstAstVarRte (GFY) ....................... N NA 14.90 NA 6.7 BlackRock MA Tax-Exempt (MHE)-a N 13.18 13.11 – 0.5 4.0 NexPointRlEstStrat;Z (N/A) ............ z 13.86 NA NA – 26.7 BR Credit Strat;A (N/A) ................... z NA NA NA NS
National Muni Bond Funds BlackRock MD Mun Bd (BZM)-a ....... N 14.59 13.87 – 5.0 3.3 PREDEX;I (N/A) .............................. z NA NA NA NA BR Credit Strat;Inst (N/A) ................ z 9.21 NA NA 5.6
AllBerNatlMunInc (AFB) ................. N
BlckRk Inv Q Mun (BKN)-a ............... N
14.39
15.47
13.03
15.00
– 9.5
– 3.0
4.3
4.5
m er
BR MH CA Qly Fd Inc (MUC)-a ..........
BR MH NJ Qly (MUJ)-a .....................
N
N
15.11
15.03
13.28
12.98
–
–
12.1
13.6
4.0
4.8
PREDEX;T (N/A) .............................
PREDEX;W (N/A) ............................
z
z
NA
NA
NA
NA
NA
NA
NA
NA
BlackRock Mlt-Sctr Oppty (N/A) ......
BlackRock Mlt-Sec Opp II (N/A) ......
z
z
73.45
74.16
NA
NA
NA
NA
10.6
NS
BlckRk L-T Muni Adv (BTA)-a ........... N 11.64 11.07 – 4.9 5.4 BR MH NY Qly (MHN)-a .................... N 14.42 12.71 – 11.9 4.2 Principal Dvs Sel RA A (N/A) ........... z 19.74 NA NA NS Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 9.1
BR Mu InDur (MUI)-a ....................... N 15.04 13.64 – 9.3 4.0 BlkRkMunyldAZ (MZA)-a ................. N 13.93 13.09 – 6.1 4.1 Principal Dvs Sel RA Ins (N/A) ......... z 19.76 NA NA NS Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 10.0
BR MuniNY IntDu (MNE)-a ............... N 14.97 14.52 – 3.0 3.1 BR MuniYld CA (MYC)-a .................. N 15.11 13.45 – 11.0 4.0 Principal Dvs Sel RA Y (N/A) ........... z 19.79 NA NA NS Carlyle Tact Pvt Cred:L (N/A) ........... z NA NA NA 9.5
BlackRock Muni 2020 (BKK)-a ......... N 15.07 14.81 – 1.7 2.0 BR MuniYld CA Qly (MCA)-a ............. N 15.14 13.63 – 10.0 4.2 Resource RE Div Inc:A (N/A) ........... z 9.49 NA NA – 2.4 Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA NS
BlackRock Muni 2030 Tgt (BTT)-a .... N 24.80 22.97 – 7.4 3.3 BR MuniYld MI Qly (MIY)-a .............. N 15.17 13.24 – 12.7 4.5 Resource RE Div Inc:C (N/A) ........... z 9.48 NA NA – 3.3 Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 9.7
m rp
BlackRock Mun Bd (BBK)-a .............. N 15.56 14.29 – 8.2 4.5 BR MuniYld NJ (MYJ)-a ................... N 15.06 13.54 – 10.1 5.3 Resource RE Div Inc:I (N/A) ............ z 9.89 NA NA – 2.2 CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 6.4
BlackRock Muni (BFK)-a .................. N 13.40 12.73 – 5.0 5.0 BR MuniYld NY Qly (MYN)-a ............ N 13.87 12.27 – 11.5 4.1 Resource RE Div Inc:L (N/A) ........... z 9.49 NA NA – 2.7 CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 6.4
BlackRock Muni II (BLE)-a ............... N 13.94 13.81 – 0.9 5.2 BR MuniYld PA Qly (MPA)-a ............. N 15.28 13.27 – 13.2 4.2 Resource RE Div Inc:W (N/A) .......... z 9.63 NA NA – 2.5 CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 6.4
BlckRk Mun Inc Inv (BBF)-a .............. N 13.12 12.06 – 8.1 5.2 BlckRk NY Muni Inc Qly (BSE)-a ....... N 14.49 12.46 – 14.0 3.8 SharesPost 100;A (N/A) .................. z 30.76 NA NA 5.4 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 6.4
BlckRk Muni Inc Qly (BYM)-a ........... N 14.71 13.51 – 8.2 4.4 BlackRock NY Mun Bd (BQH)-a ........ N 15.54 NA NA 4.1 SharesPost 100:I (N/A) ................... z 30.94 NA NA 5.7 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA NS
BlckRk Muni Inc Inv Qly (BAF)-a ....... N 14.52 13.90 – 4.3 4.5 BlackRock NY Mun (BNY)-a ............. N 14.36 13.27 – 7.6 4.1 SharesPost 100:L (N/A) .................. z 30.60 NA NA 5.2 CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA NS
BR MuniAssets Fd (MUA)-a ............. N 13.18 12.81 – 2.8 4.7 BlackRock NY Mun II (BFY)-a ........... N 14.82 12.83 – 13.4 4.5 USQ Core Real Estate:I (N/A) ........... z 25.59 NA NA 3.5 CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 6.4
BR MuniEnhanced (MEN)-a ............. N 11.51 10.66 – 7.4 4.5 BlackRock VA Mun (BHV)-a ............. N 14.58 15.90 + 9.1 3.8 USQ Core Real Estate:IS (N/A) ........ z 25.60 NA NA 3.6 CNR Select Strategies (N/A) ............ z 10.85 NA NA 0.0
BR MuniHoldng2 (MUH)-a ............... N 14.75 13.71 – 7.1 5.0 Del CO Muni Inc (VCF)-a ................... A 14.24 13.70 – 3.8 4.2 Versus Cap MMgr RE Inc:I (N/A) ..... z 26.67 NA NA NE GL Beyond Income (N/A) ................ z 1.10 NA NA NE
BR MuniHoldings Qly (MFL)-a ......... N 13.91 12.85 – 7.6 4.3 Del MN II (VMM)-a ........................... A 14.15 12.27 – 13.3 3.6 Versus Capital Real Asst (N/A) ........ z 24.47 NA NA 0.1 KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA NS
co o
BR MH Qly (MUS)-a ......................... N 13.12 11.70 – 10.8 4.4 EVCAMuniBd (EVM) ....................... A 12.33 10.69 – 13.3 4.3 Wildermuth Endwmnt:A (N/A) ........ z 13.57 NA NA 5.0 Lord Abbett Cred Opps Fd (N/A) ...... z 8.32 NA NA NS
BR MH Qly 2 (MUE)-a ....................... N 13.27 12.05 – 9.2 4.5 EVCAMuniIncm (CEV) .................... A 13.98 12.43 – 11.1 4.0 Wildermuth Endwmnt:C (N/A) ........ z 13.16 NA NA 4.3 Lord Abbett Cred Opps Fd (N/A) ...... z 8.32 NA NA 9.3
BR MuniHoldngs (MHD)-a ............... N 15.77 14.69 – 6.8 4.8 Eaton Vance NY Muni Bd (ENX) ....... A 12.95 11.28 – 12.9 4.1 Wildermuth Endowment:I (N/A) ...... z 13.71 NA NA 5.4 Palmer Square Opp Inc (N/A) .......... z NA NA NA 8.0
BR MuniVest Fd (MVF)-a .................. N 8.98 8.15 – 9.2 5.3 EVNYMuniIncm (EVY) .................... A 14.32 12.35 – 13.8 4.1 Income & Preferred Stock Funds Resource Credit Inc:A (N/A) ............ z 8.96 NA NA 9.3
A3 Alternative Cr (N/A) .................... z 10.36 NA NA NS Resource Credit Inc:C (N/A) ............ z 9.06 NA NA 8.4
F
BR MuniVest 2 (MVT)-a ................... N 14.16 13.10 – 7.5 5.0 InvCaValMuIncTr (VCV)-a ................ N 12.90 11.48 – 11.0 4.8
BR MuniYield Fd (MYD)-a ................ N 13.88 12.73 – 8.3 5.3 InvPAValMuIncTr (VPV)-a ............... N 13.33 11.92 – 10.6 5.0 Calamos L/S Eqty and DI (CPZ)-a ..... z 17.06 14.46 – 15.2 NS Resource Credit Inc:I (N/A) ............. z 8.98 NA NA 9.6
BR MuniYld Invest Qly (MFT)-a ........ N 13.37 12.38 – 7.4 4.6 InvTrInvGrNYMu (VTN)-a ................ N 13.60 11.98 – 11.9 4.9 Destra Multi-Altrntv;A (N/A) ............ z 11.99 NA NA – 6.7 Resource Credit Inc:L (N/A) ............ z 8.95 NA NA 9.0
BR MuniYield Qlty (MQY)-a .............. N 15.35 14.66 – 4.5 4.4 NeubrgrBrmCA (NBW) ................... A 14.54 12.46 – 14.3 4.0 Destra Multi-Altrntv;C (N/A) ............ z 11.52 NA NA – 7.5 Resource Credit Inc:W (N/A) ........... z 8.95 NA NA 9.3
BR MuniYld Qlty2 (MQT)-a ............... N 13.52 12.45 – 7.9 4.3 NeubrgeBrmNY (NBO) ................... A 13.19 11.53 – 12.6 4.0 Destra Multi-Altrntv;I (N/A) ............. z 12.22 NA NA – 6.5 Thrivent Church Ln&Inc:S (N/A) ..... z 10.75 NA NA 3.2
BR MuniYld Qly 3 (MYI)-a ................ N 13.94 12.61 – 9.5 4.3 Nuveen AZ Qual Muni Inc (NAZ)-a .... N 14.47 12.48 – 13.7 4.2 Destra Multi-Altrntv;L (N/A) ............ z 11.68 NA NA – 7.2 World Income Funds
BR MuniYldInv (MYF)-a ................... N 13.64 12.87 – 5.6 5.2 Nuveen CA AMT-F Qual MI (NKX)-a .. A NA 14.45 NA 4.3 Flat Rock Opportunity (N/A)-a .......... z 15.24 NA NA – 13.5 Destra Int&Evt-Dvn Crd:A (N/A) ...... z 21.90 NA NA 6.4
BlckRk Str Muni (BSD)-a .................. N 13.45 12.59 – 6.4 5.1 Nuveen CA Val (NCA)-a .................... N 10.51 9.88 – 6.0 3.4 The Relative Value:CIA (N/A) ........... z NA NA NA NA Destra Int&Evt-Dvn Crd:I (N/A) ....... z 21.90 NA NA 6.7
BNY Mellon Muni Bd Infra (DMB) .... N 13.27 12.52 – 5.7 5.1 Nuveen CA Muni Value 2 (NCB)-a ..... N 16.00 14.10 – 11.9 3.5 Variant Altrntv Inc:Inst (N/A) ........... z 26.34 NA NA 9.1 Destra Int&Evt-Dvn Crd:L (N/A) ...... z 21.90 NA NA 6.1
BNY Mellon Muni Income (DMF)-a ... A 8.71 8.15 – 6.4 5.1 NuveenCAQtyMuInc (NAC)-a ........... N NA 14.04 NA 4.6 Variant Altrntv Inc:Inv (N/A) ............ z 26.35 NA NA 8.9 Destra Int&Evt-Dvn Crd:T (N/A) ...... z 21.90 NA NA 5.8
BNY Mellon Str Muni Bond (DSM)-a . N 7.67 7.17 – 6.5 5.5 Nuveen CA Sel Tx-Free (NXC)-a ........ N 15.48 15.20 – 1.8 3.5 Convertible Sec's. Funds National Muni Bond Funds
BNY Mellon Strat Muni (LEO)-a ........ N 7.87 7.43 – 5.6 5.6 NuvGA Qual Muni Inc (NKG)-a .......... A NA 11.95 NA 3.7 Calmos Dyn Conv and Inc (CCD)-a ... z 18.53 17.34 – 6.4 2.1 PIMCO Flex Mun Inc;A-3 (N/A) ........ z 10.24 NA NA NS
Del Inv Natl Muni Income (VFL)-a ..... A 13.60 11.87 – 12.7 4.4 Nuveen MA Qual Muni Inc (NMT)-a .. N 14.41 13.57 – 5.8 3.6 World Equity Funds PIMCO Flex Mun Inc;Inst (N/A) ....... z 10.24 NA NA 3.2
DTF Tax-Free Income (DTF)-a .......... N 15.50 13.95 – 10.0 3.2 Nuveen MD Qual Muni Inc (NMY)-a .. N 14.27 12.60 – 11.7 4.1 ACAP Strategic:A (N/A) ................... z 20.98 NA NA 27.2 Tortoise Tax-Adv Soc Inf (N/A) ........ z 9.41 NA NA 5.0
TOP SAVINGS DEPOSIT YIELDS

n-
Money Market Account1 One-Year CDs Five-Year CDs

Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
CIT Bank Livingstn,NJ (855)462-2652 1 1.73 (CD) 1.75 CIT Bank Livingstn,NJ (855)462-2652 1000 1.69 (CD) 1.70 Travis CU Concord,CA (800)435-4040 500 1.98 (CM) 2.00
First Internet Bank Indianapolis,IN (888)873-3424 100 1.60 (CM) 1.61 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.49 (CM) 1.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 1.70 (CM) 1.71
no
American Express Salt Lake City,UT (800)446-6307 1 1.59 (CD) 1.60 Ally Bank Philadelphia,PA (877)247-2559 1 1.49 (CD) 1.50 American Express Salt Lake City,UT (800)446-6307 1 1.69 (CD) 1.70
Dollar Savings Direct Ossining,NY (866)395-8693 1 1.49 (CD) 1.50 Discover Bank Greenwood,DE (800)347-7000 2500 1.49 (CD) 1.50 CIT Bank Livingstn,NJ (855)462-2652 1000 1.69 (CD) 1.70
Discover Bank Greenwood,DE (800)347-7000 1 1.34 (CD) 1.35 TIAA Bank Jackson,FL (888)882-3837 5000 1.49 (CD) 1.50 TIAA Bank Jackson,FL (888)882-3837 5000 1.69 (CD) 1.70
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
First Internet Bank Indianapolis,IN (888)873-3424 1000 1.15 (CM) 1.16 Discover Bank Greenwood,DE (800)347-7000 2500 1.54 (CD) 1.55 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.85 (CM) 0.85
TIAA Bank Jackson,FL (888)882-3837 5000 1.09 (CD) 1.10 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.39 (CM) 1.40 Ameriprise Ntl Trust Bk Minneapolis,MN (888)356-1006 100000 0.85 (CA) 0.85
Emigrant Direct New York,NY (800)836-1997 1000 1.00 (CD) 1.00 TIAA Bank Jackson,FL (888)882-3837 5000 1.19 (CD) 1.20 TIAA Bank Jackson,FL (888)882-3837 5000 0.80 (CD) 0.80
Dollar Savings Direct Ossining,NY (866)395-8693 1000 1.00 (CD) 1.00 My Savings Direct Ossining,NY (877)752-1919 1000 1.09 (CD) 1.10 Popular Direct New York,NY (800)274-5696 10000 0.75 (CD) 0.75
My Savings Direct Ossining,NY (877)752-1919 1000 1.00 (CD) 1.00 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 1.05 (CM) 1.06 FVCbank Washingtn,DC (888)922-6537 1000 0.50 (CM) 0.50
1Including passbook, statement savings, and bank-offered liquid asset accounts.
Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2020, Informa Research Services, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 91301 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any
additional six months. form without express written consent of Informa Research Services.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.14579812049809) Week's Daily Apr 13 14 15 16 17
Daily Apr 13 14 15 16 17 COMPONENTS Change INDUSTRIALS
29950 NY Up 318,685 739,754 114,054 336,938 1,216,641
3M -1.32 NY Off 829,429 405,765 1,002,876 773,072 171,272
Open (t) 23644.47 23875.00 23432.47 23541.18 24105.18
Open (a) 23698.93 23690.57 23600.72 23543.66 23817.15 American Express -7.43 NY Up - Composite 1,540,274 3,436,258 572,225 1,511,906 5,257,507
NY Off - Composite 3,743,232 2,078,770 4,650,347 3,671,733 569,620
10:00 23351.86 24017.18 23448.86 23270.77 24088.15 Apple 14.81 28950 NYSE Amer UP 14,609 14,224 9,810 10,939 16,425
10:30 23285.48 23976.45 23280.16 23342.43 23903.36 Boeing 2.16 NYSE Amer Off 5,345 7,811 12,650 8,394 68,759
11:00 23198.59 23826.27 23335.12 23430.49 23896.03
Caterpillar -8.73 NASD Up 1,661,152 2,890,033 1,142,376 2,552,371 3,457,600
11:30 23266.48 23753.73 23319.85 23435.71 23857.76
27950 NASD Off 1,463,445 780,964 2,134,096 1,395,205 858,779
12:00 23258.48 23804.72 23322.54 23493.10 23930.12 Chevron 2.86 NYSE Arca UP 163,376 247,541 55,146 151,503 257,117
12:30 23302.46 23936.08 23385.46 23297.15 23907.00 Cisco Systems 1.28 NYSE Arca Off 240,681 156,080 317,764 239,610 167,515
.
1:00 23228.20 23917.08 23425.41 23308.06 23993.53 % (QCHA) –1.53 +1.76 –3.26 –1.31 +3.57
1:30 23196.19 23903.79 23477.97 23374.05 23973.41 Coca-Cola -0.94 26950 % (QACH) +2.29 +1.80 –.46 –.79 +2.67
ly
2:00 23284.29 23957.77 23447.37 23340.09 23971.71 Disney 2.13 % (QCHAQ) +.30 +2.38 –2.27 +.22 +3.84
2:30 23246.92 23944.56 23575.59 23417.27 23923.25 Dow -3.14 Market Advance/Decline Totals
3:00 23307.24 23932.53 23634.58 23442.31 23950.20 25950
3:30 23345.66 23909.15 23501.93 23493.91 24041.94
ExxonMobil 0.09 Week ended last Friday compared to previous Friday
Close 23390.77 23949.76 23504.35 23537.68 24242.49 Goldman Sachs -0.77 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
on
High (t) 23822.29 24299.52 23851.10 23860.46 24469.42 Home Depot 7.89 24950 Total Issues 3,059 285 3,490 1,527
Low (t) 22995.98 23446.67 23031.13 23024.68 23652.74 Advances 1,285 167 1,915 912
IBM -1.38 Declines 1,748 114 1,513 603
High (a) 23698.93 24040.58 23649.72 23598.08 24264.21
Low (a) 23095.35 23683.44 23233.32 23211.38 23817.15 Intel 3.22 Unchanged 26 4 62 12
23950 New Highs 40 6 93 29
Change –328.60 +558.99 –445.41 +33.33 +704.81 Johnson & Johnson 10.79 NOTICE TO READERS: New Lows 49 10 116 33
Theoretical (t): High 24469.42 Low 22995.98 JPMorgan Chase -7.58
us ,
Actual (a): High 24264.21 Low 23095.35 NYSE Composite Daily Breadth
McDonald's 2.40 22950 Daily Apr 13 14 15 16 17
Sign up for the Weekly Market Lab
l
Dow Jones 20 Transport (divisor: 0.16385001129960) Merck 0.97 Issues Traded 3,006 3,026 3,020 3,017 3,020
Newsletter: barrons.com/newsletters Advances 750 2,229 480 1,104 2,537
e
al a
Open (t) 8255.84 8197.92 8044.67 7976.01 8228.62 Microsoft 13.46 Declines 2,214 745 2,493 1,864 440
Open (a) 8259.69 8188.28 8058.21 7976.29 8158.56
Nike Cl B 3.12 21950 Unchanged 42 52 47 49 43
10:00 8106.32 8264.19 7981.07 7861.14 8256.23 New Highs 11 21 10 20 19
10:30 8072.02 8286.81 7967.71 7865.39 8163.18 Pfizer 1.52 Please visit the new Market Lab home New Lows
Blocks - primary
9
6,295
6
6,603
22
5,826
32
6,015
10
6,757
ci on
11:00 8035.11 8174.22 7920.21 7904.18 8152.34 Procter & Gamble 10.03 page on barrons.com under Data. 20950 Total (000) - primary 1,162,361 1,159,302 1,119,007 1,112,615 1,389,190
Total (000) 5,333,245 5,586,891 5,231,652 5,196,544 5,833,148
11:30 8063.28 8155.77 7933.18 7887.34 8129.10 Raytheon Technologies 1.36
12:00 8063.50 8156.22 7902.47 7903.97 8148.79 www.barrons.com/market-data/market- NYSE American Composite
Travelers Cos -4.67
12:30 8086.42 8212.53 7935.74 7843.35 8134.94 lab 19950 Daily Apr 13 14 15 16 17
1:00 8027.62 8198.64 7972.35 7860.28 8165.82 UnitedHealth Group 26.43 Issues Traded 270 276 270 271 273
1:30 8019.79 8168.19 7988.30 7898.59 8176.08 Verizon Communications 1.02 Advances 145 177 79 111 177
2:00 8064.42 8194.75 7985.14 7907.96 8173.69 Declines 120 95 186 152 87
Visa Cl A -4.15 18950 Unchanged 5 4 5 8 9
er s
2:30 8035.12 8192.53 8030.74 7934.38 8164.71 New Highs 2 4 3 4 3
3:00 8030.00 8186.08 8029.63 7944.10 8179.14 Walgreens Boots Alliance 0.52 New Lows 1 3 2 7 1
Blocks - primary 159 153 160 160 267
3:30 8039.76 8180.47 7974.32 7955.48 8185.68 Walmart 10.32 Total (000) - primary 20,295 22,052 23,050 19,402 85,572
Close 8036.98 8177.69 8003.23 7981.93 8233.81 17950
High (t) 8297.59 8339.12 8134.02 8099.48 8358.31
m er Total (000) 175,751 190,275 222,512 167,941 366,400
Low (t) 7933.23 8079.37 7836.47 7766.62 8072.84 Nasdaq
High (a) 8259.69 8301.01 8066.83 8003.37 8287.67
TRANSPORTATION 11600 Daily Apr 13 14 15 16 17
Low (a) 7994.69 8118.10 7888.94 7803.37 8114.00 Alaska Air Group -1.68 Issues Traded 3,318 3,357 3,302 3,333 3,338
Advances 1,230 2,344 734 1,459 2,604
Change –199.94 +140.71 –174.46 –21.30 +251.88 American Airlines Group -0.94 Declines 2,000 933 2,506 1,784 663
Theoretical (t): High 8358.31 Low 7766.62
m rp
Avis Budget Group -1.92 10900 Unchanged 88 80 62 90 71
Actual (a): High 8301.01 Low 7803.37 New Highs 19 31 29 50 41
CH Robinson Worldwide 1.01 New Lows 19 19 29 70 13
Blocks - primary 16,064 19,280 17,478 27,780 34,497
Dow Jones 15 Utilities (divisor: 1.41366797515660) CSX -1.23 Total (000) 3,154,944 3,704,522 3,312,848 3,991,277 4,340,642
10200
Open (t) 818.82 820.86 809.65 803.39 813.03 Delta Air -0.12 NYSE Arca Composite
Open (a) 820.91 820.79 809.89 802.69 813.06 Expeditors Intl of Wash 0.26 Daily Apr 13 14 15 16 17
10:00 808.68 821.31 809.72 795.75 814.24

10:30 803.92 823.82 796.82 799.00 805.19 FedEx 2.56 9500 Issues Traded 1,429 1,433 1,419 1,407 1,410
Advances 414 1,183 262 739 1,150
co o
11:00 801.36 818.17 798.22 800.63 808.66 JB Hunt Transport 8.39 Declines 1,006 241 1,146 645 256
11:30 805.28 813.65 801.90 798.14 805.01 Unchanged 9 9 11 23 4
JetBlue Airways -0.52 New Highs 16 18 2 3 9
12:00 808.77 813.58 800.87 801.15 810.06 8800 New Lows 11 19 4 11 17
12:30 811.22 816.11 800.28 797.78 811.96 Kansas City Southern 2.76 Blocks - primary 2,246 2,271 2,235 2,696 2,853
F
1:00 804.31 816.08 800.65 798.00 813.29 Kirby Corp -3.03 Total (000) - primary 405,000 411,017 374,949 392,320 424,772
Total (000) 2,259,710 2,441,392 2,151,441 2,240,876 2,175,828
1:30 798.29 814.28 804.26 799.06 811.92 Landstar System -0.50 8100
2:00 801.24 819.32 799.00 797.66 813.15
2:30 797.65 818.35 804.33 796.97 810.32
Matson Inc. -1.34
3:00 798.09 818.67 803.63 801.10 811.86 Norfolk Southern 1.37 7400 OTHER MARKET INDEXES
3:30 800.14 819.71 798.98 802.58 817.76 Ryder System -3.10 Daily 4/13 4/14 4/15 4/16 4/17
Close 801.39 825.10 796.95 797.54 823.98 Southwest Airlines -5.28 NYSE Amer Comp 1729.18 1748.32 1706.90 1678.35 1739.79
High (t) 823.11 831.66 813.42 810.40 828.40 6700 AmMajorMkt 2196.00 2233.78 2183.92 2164.33 2256.67
Low (t) 791.97 807.55 792.08 788.78 800.91 Union Pacific 1.16
BNY ADR Idx 116.19 118.17 114.89 115.44 118.31
High (a) 821.71 826.33 810.05 806.44 827.65 United Airlines -2.42 Europe 105.46 106.92 102.97 103.41 106.71
Low (a) 794.66 811.46 794.30 792.14 803.87 United Parcel Service B 4.06 Latin Am 132.04 133.38 128.87 125.94 128.93
Change –26.44 +23.71 –28.15 +.59 +26.44 6000 Asia 150.84 154.24 152.23 153.63 156.04
Theoretical (t): High 831.66 Low 788.78 Emerg M 260.01 265.77 262.25 265.40 268.33
UTILITIES DJ US TSM Float 27747.18 28574.11 27902.69 28036.39 28840.28
Actual (a): High 827.65 Low 792.14
975 Nasdaq Cmp 8192.42 8515.74 8393.18 8532.36 8650.14
n-
AES -1.60 100 Index 8332.74 8692.16 8591.96 8757.83 8832.41

Dow Jones 65 Composite (divisor: 0.76596207804696)
American Elec Power 0.07 Indus. 6253.46 6508.38 6450.86 6581.19 6644.34
Open (t) 7777.90 7813.17 7675.45 7669.90 7849.08 Insur. 7822.20 8012.42 7576.76 7581.24 7875.05
Open (a) 7792.96 7775.85 7710.81 7669.15 7779.33 American Water Works 0.01 900 Banks 2551.56 2520.28 2362.22 2283.70 2459.69
10:00 7671.50 7855.22 7665.09 7579.76 7853.99 CenterPoint Energy -1.28 Computer 5507.48 5750.44 5672.93 5765.54 5804.72
10:30 7642.75 7856.95 7606.33 7600.31 7782.20 Telecom 358.18 370.69 363.01 365.36 371.75
Consolidated Edison 1.62
no
NYSE Comp.-z 10949.53 11172.20 10843.93 10818.03 11208.29

11:00 7613.59 7793.84 7609.21 7628.38 7784.89
Dominion Energy -0.08 825 Financial-z 6372.70 6441.10 6140.63 6023.92 6315.85
11:30 7639.77 7767.74 7615.86 7621.17 7765.89
Health Care-z 16482.67 16982.54 16912.86 17267.47 17573.84
12:00 7644.73 7777.42 7607.90 7641.20 7793.21 Duke Energy -0.21 Energy-z 5883.12 5842.04 5545.06 5347.95 5782.29
12:30 7662.54 7819.14 7625.90 7584.73 7789.34 Edison Intl 1.79 750 Russell 1000 1513.74 1559.79 1525.10 1533.16 1575.88
1:00 7623.08 7812.49 7642.03 7590.83 7814.88 2000 1212.04 1237.33 1183.98 1178.09 1229.10
1:30 7604.19 7799.98 7662.21 7613.54 7810.72
Exelon -0.71 3000 1590.32 1637.83 1599.48 1607.03 1653.16
2:00 7635.95 7825.39 7645.91 7606.42 7812.16 FirstEnergy 1.46 Value-v 1051.83 1073.17 1038.51 1034.57 1076.15
2:30 7615.95 7820.62 7689.90 7625.57 7795.78 NextEra Energy 0.98 675 Growth-v 1615.42 1677.80 1653.90 1674.35 1705.17
MidCap 1858.97 1907.34 1848.97 1848.88 1921.13
3:00 7627.14 7817.54 7699.60 7640.04 7806.84
NiSource -0.20 S&P 100 Index 1266.47 1307.09 1283.68 1292.90 1320.68
3:30 7640.32 7813.80 7653.93 7655.01 7836.59 500 2761.63 2846.06 2783.36 2799.55 2874.56
Close 7650.63 7830.89 7656.83 7659.70 7896.55 Public Service Enterprise 1.67 600 Ind. 3820.92 3952.79 3881.15 3919.01 4007.50
High (t) 7828.61 7944.10 7781.21 7770.02 7974.53 Sempra Energy -6.09 MidCap 1537.47 1570.52 1508.80 1505.64 1561.43
Low (t) 7535.90 7681.70 7522.10 7499.83 7707.27 SmallCap 718.35 731.10 695.73 691.42 722.58
Southern -2.86 Value Line(A) 4926.25 5025.29 4825.44 4782.55 5005.09
High (a) 7792.96 7875.83 7710.81 7679.54 7913.09
Low (a) 7580.65 7745.69 7583.66 7553.79 7759.33
525 Value Line(G) 380.95 388.38 372.68 369.06 385.93
Oct Nov Dec Jan Feb Mar Apr DJ US Small TSM 8118.05 8286.16 7941.56 7910.29 8260.33
Change –154.10 +180.26 –174.06 +2.87 +236.85
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 7974.53 Low 7499.83 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 7913.09 Low 7553.79 31,2002=5000.
Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is an weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2018 and 2017, and S&P latest for 2018 and share earnings, dividends and book values as reported
2017. r-Revised data Apr 16 Apr 9 Apr Yr-to-Yr
by the company. Bolded numbers indicate new values. 2020 2020 2019 % Chg
Last Prev. Year
Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 2799.55 2789.82 2899.73 –3.45
DJ Ind Avg 24242.49 23719.37 26559.54 Divs Yield % 3.15 3.13 3.17 Industrial Stocks Barron's 50 Index 7491.01 7718.90 9168 –18.29
Divs $ 25.94 25.94 24.44 Book Book
P/E Ratio 19.02 18.24 18.51 Earns Divs. Value Earns Divs. Value Projected quarterly earn 102.13 103.60 95.28 7.18
Earns Yield % 5.26 5.48 5.40 Mkt to Book 2.22 2.23 2.14
Earns $ 1274.84 1300.43 1434.83 Book Value $ 370.98 370.98 360.31 Am Exp 7.98 1.68 26.32 JPMorgChase 8.85 3.50 70.35 Annualized projected earn 408.50 414.41 381.13 7.18
Apple 12.66 3.08 22.53 McDonalds 7.88 4.82 (8.16)
Divs Yield % 2.73 2.79 2.20 S&P 500 Index 2874.56 2789.82 2905.03 Annualized projected P/E 18.34 18.63 24.06 –23.77
.
Boeing (1.20) 8.22 0.60 Merck Co 3.81 2.32 10.30
Divs $ 662.07 660.90 584.79 P/E Ratio 20.61 20.00 21.94 Caterpillar 10.71 4.12 24.39 Microsoft 5.74 1.94 13.39 Five-year average earn 402.13 402.42 397.8 1.09
Mkt to Book 3.72 3.64 4.28
ly
Earns Yield % 4.85 5.00 4.56 Chevron Corp 1.51 4.86 81.22 Nike Inc 2.71 0.93 5.77 Five-year average P/E 18.63 19.18 23.05 –19.17
Book Value $ 6512.92 6512.92 6201.99 Earns $ 139.47 139.47 132.39 Cisco Sys 2.56 1.41 9.36 Pfizer 2.87 1.46 11.09
Coca Cola 2.07 1.61 3.98 Proc Gam 1.69 2.9836 18.49 Year-end earn 387.75 390.70 431.8 –10.20
DJ Trans Avg 8233.81 8236.92 10988.22 Divs Yield % 2.11 2.17 1.97
P/E Ratio 14.35 14.42 17.61 Divs $ 60.65 60.54 57.23
Disney Walt 6.28 1.76 32.52 3M Co 7.81 5.79 16.99 Year-end P/E 19.32 19.76 21.23 –9.00
Dow (2.35) 2.80 Travelers Cos 9.94 3.28 86.85
Earns Yield % 6.97 6.93 5.68 Mkt to Book 3.14 3.28 3.41 ExxonMobil 3.36 3.48 45.27 UnitedHealth Grp 14.29 4.32 53.85 Year-end earns yield, % 5.18 5.06 4.7 9.89
on
Earns $ 573.82 571.07 624.02 Book Value $ 914.49 851.62 851.62 Goldman Sachs 18.40 4.60 214.80 Raytheon Tech 6.41 2.94 44.63 Best grade bond yields, % 2.32 2.51 3.5 –33.04
Divs Yield % 2.11 2.11 1.45 Home Depot 10.25 5.58 (1.70) Verizon 4.65 2.4475 12.86
S&P Ind Index 4007.50 3835.36 3926.74 IBM 10.93 6.48 18.82 Visa 5.48 1.10 12.88 Bond yields/stock ylds, % 0.45 0.50 0.74 –39.07
Divs $ 173.59 173.59 159.36 P/E Ratio 25.16 24.08 23.58
Mkt to Book 2.54 2.54 3.41
Intel 4.72 1.275 16.51 Walgreens 3.90 1.8185 27.31 Actual year-end divs 223.75 223.75 210.36 6.36
Earns Yield % 3.97 4.15 4.24 Johnson&John 7.56 3.80 22.44 Wal-mart 5.19 2.13 25.19
Book Value $ 3239.67 3239.67 3217.98 Earns $ 159.25 159.25 166.56
Actual yr-end divs yld, % 2.99 2.90 2.29 30.17
Transportation Stocks
DJ Utility Avg 823.98 827.83 772.13 Divs Yield % 1.88 1.97 1.83 Alaska Air Group 6.20 1.425 30.45 KC Southern 5.97 1.52 47.65
us ,
P/E Ratio 21.60 21.70 23.48 Divs $ 75.34 75.56 71.86 American Airlines 3.81 0.40 (0.37) Kirby Corp 2.38 Nil 53.67
Earns Yield % 4.63 4.61 4.26 Mkt to Book 4.24 4.34 4.44 Avis Budget Grp 4.01 Nil 5.45 Landstar Sys 5.73 0.70 17.12 STOCK VOLUME
l
Earns $ 38.14 38.14 32.89 Book Value $ 944.26 883.41 883.41 C.H. Robinson 4.18 2.02 11.62 Matson Inc 1.92 0.87 17.69
Last Prev. Year YOY
e
CSX Corp 4.17 0.98 15.35 Norf So 10.25 3.68 57.30
al a
Delta Air Lines 7.32 1.5575 20.13 Ryder Sys (0.21) 2.20 54.79 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 3.39 1.00 11.58 Southwest Air 4.28 0.72 17.83
NYSE(a) 5,942,474 5,629,346 3,689,596 61.06
FedEx (1.39) 2.60 68.08 Un Pacific 8.39 3.79 28.17
Hunt (JB) 4.96 1.05 19.33 UPS 5.11 3.89 3.52
30 Dow Inds (b) 2,327,992 2,254,882 1,205,028 93.19
ci on
20 Dow Trans (b) 1,213,872 1,216,733 221,678 447.58
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air 1.92 Nil 15.02 United Airlines 11.63 Nil 37.03
15 Dow Utils (b) 252,829 267,819 193,579 30.61
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner Utility Stocks 65 Dow Stks (b) 3,794,693 3,739,434 1,620,286 134.20
has filed a Form144.) Source: Thomson Reuters AES Corp. 0.45 0.5528 4.84 Exelon 3.01 1.47 31.78 NYSE American (a) 170,371 74,242 58,551 190.98
Am Elec 3.89 2.74 38.58 FirstEnergy 1.70 1.53 13.17 Nasdaq(d) 18,504,233 15,564,426 8,142,117 127.27
Shares Sale American Water Works 3.43 2.00 32.45 NextEra Energy 7.77 5.15 71.43 NYSE 15 Most Active
Company Sym Indicated $ Value Date Seller Title CenterPt Energy 1.33 1.1525 12.61 NiSource Inc. 0.88 0.81 13.08 Average Price 24.47 25.32 15.30 59.93
Dynatrace DT 60,000 1,480,200 4/13/20 Pace, Stephen O Con Ed 4.07 2.985 52.11 Pub Sv Ent 3.33 1.90 28.53 % Tot Vol 15.32 17.01 15.12 1.32
er s
Dominion Energy 3.40 3.6925 29.53 Sempra Energy 7.24 3.9475 54.35 Stock Offerings $(z,v) 873,900 r114,900 8,278,300 -89.44
Monolithic Power Systems MPWR 28,000 4,692,240 4/13/20 Moyer, James O Duke Energy 5.06 3.7625 60.27 Southn Co. 4.55 2.48 23.91
Burlington Stores BURL 25,000 4,200,500 4/13/20 Kingsbury, Thomas O Edison Int'l 3.81 2.50 32.10 Daily Stock Volume
Crowdstrike CRWD 25,000 1,373,750 4/1/20 O'Leary, Denis D Daily 4/13 4/14 4/15 4/16 4/17
Dicerna Pharmaceuticals
Envestnet
DRNA
ENV
17,440
9,094
m er 340,080
506,323
4/13/20
4/13/20
Weissman, James
Crager, William
AF
P Coming U.S. Auctions NYSE(a) 1,162,361 1,159,302 1,119,007 1,112,615 1,389,190
Cyrusone CONE 5,000 300,000 4/1/20 Timmons, Kevin O Yields (%) 30 Inds (b) 396,556.3 487,957.0 442,149.6 471,050.9 530,277.7
Iradimed IRMD 4,000 80,150 4/13/20 Johnson, Brent UT 20 Trans (b) 235,441.9 194,890.8 334,186.3 240,050.0 209,303.4
Day When Last 15 Utils (b) 43,669.7 48,492.9 55,724.7 54,174.8 50,767.1
Regeneron Pharmaceuticals REGN 828 423,944 4/13/20 Landry, Robert O Issued* Auction 65 Stks (b) 675,667.9 731,340.7 832,060.6 765,275.7 790,348.1
Heico HEI 700 59,555 4/9/20 Schwitter, Frank D NYSE Amer(a) 20,295 22,052 23,050 19,402 85,572
M
m rp
Nasd(d) 3,154,944 3,704,522 3,312,848 3,991,277 4,340,642
THE WEEK IN STOCKS FOR THE MAJOR INDEXES $57.0 bil 3-month 0.128 0.280 NYSE 15 Most Active
$48.0 bil Avg. Price 10.00 19.88 23.20 22.97 25.59
12-Month Weekly Friday Weekly 12-Month Change From 6-month 0.170 0.290 % Tot Vol 17.90 17.42 16.37 16.38 15.60
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. T Numbers in thousands save price and percentages. (a) Primary
volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
Dow Jones Indexes $28.0 bil

29551.42 18591.93 30 Indus 24242.49 23390.77 24242.49 523.12 2.21 –2317.05 –8.72 –4295.95 –15.05 1-year 0.170 0.260 W/E Thursday. (z) Source: Refinitiv.
11304.97 6703.63 20 Transp 8233.81 7981.93 8233.81 –3.11 –0.04 –2754.41 –25.07 –2667.47 –24.47 * As of Friday afternoon.
co o
960.89 610.89 15 Utilities 825.10 796.95 823.98 –3.85 –0.47 51.85 6.72 –55.19 –6.28
9710.01 6100.31 65 Comp 7896.55 7650.63 7896.55 91.82 1.18 –933.87 –10.58 –1489.93 –15.87 DISTRIBUTIONS & OFFERINGS
Dow Jones Indexes DELTA MARKET SENTIMENT INDICATOR
34631.28 22462.76 US TSM Float 28840.28 27747.18 28840.28 764.41 2.72 –1056.65 –3.53 –4195.10 –12.70 Secondary Distributions of common stocks
F
840.63 547.67 US Market 704.58 677.25 704.58 19.73 2.88 –18.95 –2.62 –96.17 –12.01 The Delta MSI measures the position of ~1,800 stocks relative to an Arcturus Therapeutics 4,117,650 $17.00 $70,000,050
698.43 487.28 Internet 632.57 600.47 632.57 33.88 5.66 –9.49 –1.48 4.10 0.65 intermediate-term moving average crossover (MAC) point. When Athersys 22,250,000 $2.25 $50,062,500
New York Stock Exchange greater than 50% of the stocks followed are above this MAC point, the
14183.20 8777.38 Comp-z 11208.29 10818.03 11208.29 71.68 0.64 –1714.42 –13.27 –2704.74 –19.44 market is bullish and equities are attractive. When the indicator is Calithera Biosciences 5,000,000 $6.25 $31,250,000
below 50%, risk is elevated and stock exposures should be reduced.
8908.29 5036.38 Financial-z 6441.10 6023.92 6315.85 –267.39 –4.06 –1696.46 –21.17 –2384.26 –27.40 Crinetics Pharmaceuticals 7,150,000 $14.00 $100,100,000
Manager uses discretion on asset allocation when MSI is 50% +/- 3%.
18588.15 12991.76 Health Care-z 17573.84 16482.67 17573.84 951.58 5.72 2533.71 16.85 –496.25 –2.75
11093.82 4032.17 Energy-z 5883.12 5347.95 5782.29 –122.45 –2.07 –5101.77 –46.87 –4255.01 –42.39 Last 2 Weeks 3 Weeks Esports Entertainment 1,980,000 $4.25 $8,415,000
NYSE American Stock Exchange Current Sentiment Week Ago Ago Immunovant Sciences 9,613,365 $14.50 $139,393,793
2629.04 1317.22 NYSE Amer Comp 1748.32 1678.35 1739.79 4.28 0.25 –848.42 –32.78 –812.77 –31.84 BEARISH 12.3% 8.8% 8.1% Inspire Medical Systems 2,300,000 $58.00 $133,400,000
2852.12 1742.29 Major Mkt 2256.67 2164.33 2256.67 27.50 1.23 –444.41 –16.45 –518.03 –18.67
Current Market Exposure: 0% Equities, 0% Bonds, 100% Cash Performance Food 13,500,000 $22.50 $303,750,000
Standard & Poor's Indexes Source: Delta Investment Management
1518.94 1040.00 100 Index 1320.68 1266.47 1320.68 49.48 3.89 33.28 2.59 –121.49 –8.42 www.deltaim.com, (415) 249-6337 Reeds 13,333,334 $0.38 $5,000,000
3386.15 2237.40 500 Index 2874.56 2761.63 2874.56 84.74 3.04 –30.47 –1.05 –356.22 –11.03 Source: Dealogic LLC, New York City; (212) 577-4400.
4605.11 3123.44 Indus 4007.50 3820.92 4007.50 172.14 4.49 80.76 2.06 –364.12 –8.33
n-
2106.12 1218.55 MidCap 1570.52 1505.64 1561.43 –24.94 –1.57 –392.00 –20.07 –501.59 –24.31
1041.03 595.67 SmallCap 731.10 691.42 722.58 –20.65 –2.78 –240.08 –24.94 –298.60 –29.24 U.S. DOLLAR INDEX vs EURO and YEN
Nasdaq Stock Market
9817.18 6860.67 Comp 8650.14 8192.42 8650.14 496.57 6.09 652.08 8.15 –322.46 –3.59 Homeward Bound: Measuring the buck against a basket of six other currencies,
9718.73 6978.02 100 Index 8832.41 8332.74 8832.41 593.89 7.21 1142.69 14.86 99.34 1.14
7463.47 5239.66 Indus 6644.34 6253.46 6644.34 472.52 7.66 209.95 3.26 –163.37 –2.40 the U.S. Dollar Index finished the week roughly flat, at 99.71.
no
10673.14 6343.13 Insur 8012.42 7576.76 7875.05 –182.04 –2.26 –1133.04 –12.58 –2116.89 –21.19 10
4011.98 2136.72 Banks 2551.56 2283.70 2459.69 –242.60 –8.98 –1233.69 –33.40 –1509.14 –38.02 DXY (99.71)
6590.23 4330.70 Computer 5804.72 5507.48 5804.72 341.00 6.24 877.29 17.80 –74.28 –1.26 YEN in $
s
s
439.67 298.17 Telecom 371.75 358.18 371.75 14.01 3.92 –62.32 –14.36 –16.76 –4.31
Russell Indexes
1875.24 1224.45 1000 1575.88 1513.74 1575.88 45.83 3.00 –33.05 –2.05 –208.33 –11.68
1705.22 991.16 2000 1237.33 1178.09 1229.10 –17.63 –1.41 –336.65 –21.50 –439.37 –26.33
1984.26 1288.04 3000 1653.16 1590.32 1653.16 44.10 2.74 –57.81 –3.38 –239.08 –12.63 0
1591.36 838.37 Value-v 1076.15 1034.57 1076.15 1.99 0.19 –164.87 –13.29 –271.51 –20.15
1931.39 1322.15 Growth-v 1705.17 1615.42 1705.17 86.02 5.31 140.32 8.97 –65.35 –3.69
2472.07 1471.40 MidCap 1921.13 1848.88 1921.13 18.13 0.95 –284.53 –12.90 –460.78 –19.35
Others s
6789.54 3854.81 Value Line-a 5025.29 4782.55 5005.09 –30.84 –0.61 –1330.79 –21.00 –1653.61 –24.83 EURO in $
562.05 305.71 Value Line-g 388.38 369.06 385.93 –3.87 –0.99 –161.82 –29.54 –166.26 –30.11
11510.08 6621.12 DJ US Small TSM 8286.16 7910.29 8260.33 –87.71 –1.05 –2354.37 –22.18 –3004.66 –26.67
746.64 455.11 Barron's 400 584.81 561.31 584.81 3.03 0.52 –127.41 –17.89 –147.42 –20.13 -10
M J J A S O N D J F M A
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec.
31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon
Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS YEARLY HIGH/LOWS S&P 500 INDEX
Net Change % Change and Ranking 52 Week
Coming Earnings
The yearly S&P 500 Index; with a high/low range based
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Day Consensus Year
on the daily close. Estimate Ago
Automobiles DJUSAU 228.62 + 32.48 15.86 +16.56 [1] +19.87 [13] +7.45 [6] +4.51 304.37 134.39
Broadline Retailers DJUSRB 2473.43+ 314.69 453.29 +14.58 [2] +26.70 [8] +22.44 [3] +33.20 2,497.03 1,791.13 Year High Date Low Date Continued from page 15 of the main section.
Automobiles & Parts DJUSAP 310.95 + 32.75 –22.83 +11.77 [3] –2.26 [49] –6.84 [32] –.58 416.83 195.90
2020 3386.15 Feb. 19 2237.40 Mar. 23 W
General Retailers DJUSGT 1671.74+ 159.51 117.94 +10.55 [4] +10.91 [21] +7.59 [4] +22.14 1,706.84 1,258.95
Retail DJUSRT 1476.99+ 131.97 83.58 +9.81 [5] +10.78 [22] +6.00 [7] +18.50 1,519.42 1,135.92 2019 3240.02 Dec. 27 2447.89 Jan. 03 AT&T (Q1) 0.86 0.86
Specialty Retailers DJUSRS 1792.85+ 158.48 47.46 +9.70 [6] +1.68 [38] +2.72 [10] +18.89 1,870.78 1,335.92 2018 2930.75 Sept. 20 2351.10 Dec. 24 Biogen (Q1) 7.68 6.98
Biotechnology DJUSBT 2261.75+ 179.63 102.52 +8.63 [7] +18.96 [14] +4.75 [8] +9.22 2,261.75 1,749.60 2017 2690.16 Dec. 18 2257.83 Jan. 03 Boston Beer (Q1) 1.96 2.02
Nondurable Hshld Pdts DJUSHN 990.90 + 75.69 8.63 +8.27 [8] +16.35 [15] +.88 [14] +10.69 1,003.84 784.84 2016 2271.72 Dec. 13 1829.08 Feb. 11
Toys DJUSTY 1004.52 + 75.09 36.48 +8.08 [9] +28.90 [5] +3.77 [9] +7.25 1,018.45 765.22 CSX (Q1) 0.94 1.02
2015 2130.82 May 21 1867.61 Aug. 25
.
Health Care Providers DJUSHP 2128.27+ 157.97 –102.39 +8.02 [10] +29.21 [4] –4.59 [26] +14.58 2,319.67 1,476.04 Nasdaq (Q1) 1.43 1.22
Software DJUSSW 3270.48+ 224.06 226.78 +7.35 [11] +27.97 [6] +7.45 [5] +30.92 3,566.09 2,456.44 2014 2090.57 Dec. 29 1741.89 Feb. 03 NextEra Energy (Q1) 2.09 2.20
ly
Leisure Goods DJUSLE 642.52 + 43.58 –7.03 +7.28 [12] +23.61 [9] –1.08 [17] +6.63 672.35 491.25 2013 1848.36 Dec. 31 1457.15 Jan. 08 SL Green Reality (Q1) 1.73 1.68
Semiconductor DJUSSC 4121.16+ 255.78 –192.29 +6.62 [13] +8.01 [24] –4.46 [25] +18.66 4,727.12 3,077.97 2012 1465.77 Sept. 14 1277.06 Jan. 03
Health Care Equip & Svcs DJUSMC 1666.34+ 102.60 –56.26 +6.56 [14] +23.03 [10] –3.27 [22] +16.70 1,796.12 1,183.84 Thermo Fisher Scientific (Q1) 2.81 2.81
Pharmaceuticals & Biotech DJUSPN 856.10 + 50.43 11.56 +6.26 [15] +14.61 [18] +1.37 [12] +7.70 862.58 657.45
2011 1363.61 Apr. 29 1099.23 Oct. 03
2010 1259.78 Dec. 29 1022.58 July 02
TH
Software & Computer Svcs DJUSSV 2952.36+ 171.77 34.40 +6.18 [16] +14.81 [17] +1.18 [13] +20.46 3,339.96 2,332.65
on
Medical Equipment DJUSAM 2007.96+ 112.21 –36.25 +5.92 [17] +21.62 [12] –1.77 [19] +19.72 2,138.90 1,435.62 2009 1127.78 Dec. 28 676.53 Mar. 09
Alliance Data Systems (Q1) 4.04 3.72
Personal Products DJUSCM 588.84 + 32.42 –19.97 +5.83 [18] +5.53 [29] –3.28 [23] +3.08 650.60 479.71 2008 1447.16 Jan. 02 752.44 Nov. 20
Capital One Finance (Q1) 2.24 2.90
Hshld Goods & Home Constr DJUSHG 723.23 + 38.39 –59.15 +5.61 [19] +6.37 [28] –7.56 [37] +4.62 810.94 561.37
2007 1565.15 Oct. 09 1374.12 Mar. 05 Edwards Life Science (Q1) 1.37 1.32
Defense DJUSDN 455.15 + 23.77 –47.29 +5.51 [20] +7.68 [26] –9.41 [44] +6.96 550.99 340.70 Intel (Q1) 1.28 0.89
Net Change % Change and Ranking 52 Week 2006 1427.09 Dec. 15 1223.69 June 13
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low 2005 1272.74 Dec. 14 1137.50 Apr. 20 Hershey (Q1) 1.70 1.59
us ,
Gold Mining DJUSPM 131.64 + 4.15 28.37 +3.26 [32] +63.89 [1] +27.47 [1] +19.97 133.55 70.75 2004 1213.55 Dec. 30 1063.23 Aug. 12 Union Pacific (Q1) 1.90 1.93
l
Mining DJUSMG 122.09 + 3.84 25.30 +3.25 [33] +53.42 [2] +26.14 [2] +15.97 123.82 71.12 2003 1111.92 Dec. 31 800.73 Mar. 11 W.W. Grainger (Q1) 4.55 4.51
Computer Hardware 3590.45+ 164.52 –246.41 +4.80 [25] +29.85 [3] –6.42 [30] +21.50 4,236.36 2,354.91
e
DJUSCR
2002
al a
Health Care Providers DJUSHP 2128.27+ 157.97 –102.39 +8.02 [10] +29.21 [4] –4.59 [26] +14.58 2,319.67 1,476.04
1172.51 Jan. 04 776.76 Oct. 09 F
Toys DJUSTY 1004.52 + 75.09 36.48 +8.08 [9] +28.90 [5] +3.77 [9] +7.25 1,018.45 765.22 2001 1373.73 Jan. 30 965.80 Sept. 21 American Express (Q1) 1.74 1.80
Software DJUSSW 3270.48+ 224.06 226.78 +7.35 [11] +27.97 [6] +7.45 [5] +30.92 3,566.09 2,456.44 2000 1527.46 Mar. 24 1264.74 Dec. 20 DTE Energy (Q1) 1.99 2.05
ci on
Water DJUSWU 2819.64 – 22.78 71.22 –.80 [86] +27.30 [7] +2.59 [11] +15.92 3,131.32 2,090.23 1999 1469.25 Dec. 31 1212.19 Jan. 14 Verizon Communications (Q1) 1.22 1.20
Broadline Retailers DJUSRB 2473.43+ 314.69 453.29 +14.58 [2] +26.70 [8] +22.44 [3] +33.20 2,497.03 1,791.13
1998 1241.81 Dec. 29 927.69 Jan. 09
Leisure Goods DJUSLE 642.52 + 43.58 –7.03 +7.28 [12] +23.61 [9] –1.08 [17] +6.63 672.35 491.25 More Earnings on Page 00l
Health Care Equip & Svcs DJUSMC 1666.34+ 102.60 –56.26 +6.56 [14] +23.03 [10] –3.27 [22] +16.70 1,796.12 1,183.84 1997 983.79 Dec. 05 737.01 Jan. 02 (Earnings are diluted and report dates are tentative. All fore-
Specialty Finance DJUSSP 329.27 + 1.11 .38 +.34 [72] +21.88 [11] +.11 [15] +27.38 382.03 230.56 1996 757.03 Nov. 25 598.48 Jan. 10 casts and historical numbers exclude extraordinary items by
Medical Equipment DJUSAM 2007.96+ 112.21 –36.25 +5.92 [17] +21.62 [12] –1.77 [19] +19.72 2,138.90 1,435.62 1995 621.69 Dec. 13 459.11 Jan. 03 accounting definitions.)
Automobiles DJUSAU 228.62 + 32.48 15.86 +16.56 [1] +19.87 [13] +7.45 [6] +4.51 304.37 134.39 Source: FactSet
1994 482.00 Feb. 02 438.92 Apr. 04
er s
Biotechnology DJUSBT 2261.75+ 179.63 102.52 +8.63 [7] +18.96 [14] +4.75 [8] +9.22 2,261.75 1,749.60
Nondurable Hshld Pdts DJUSHN 990.90 + 75.69 8.63 +8.27 [8] +16.35 [15] +.88 [14] +10.69 1,003.84 784.84
1993 470.94 Dec. 28 433.54 Apr. 26
Food Retailers & Whlslrs DJUSFD 509.71 + 24.33 –12.94 +5.01 [24] +15.89 [16] –2.48 [21] +16.05 547.43 424.17 YEARLY HI/LO BARRON'S GOLD MINING INDEX
Software & Computer Svcs DJUSSV 2952.36+ 171.77 34.40 +6.18 [16] +14.81 [17] +1.18 [13] +20.46 3,339.96 2,332.65
Pharmaceuticals & Biotech DJUSPN 856.10 + 50.43 11.56 +6.26 [15] +14.61 [18]
m er
+1.37 [12] +7.70 862.58 657.45 NYSE HALF-HOURLY VOLUME The yearly Barron's Gold Mining Index price; with a
Technology Hardware & Equip DJUSTQ 1999.68+ 100.08 –129.59 +5.27 [22] +12.82 [19] –6.09 [28] +18.31 2,311.70 1,489.26 high/low range based on the weekly close.
Pharmaceuticals DJUSPR 616.90 + 27.60 –5.22 +4.68 [26] +11.47 [20] –.84 [16] +6.68 640.25 471.36 Daily 4/13 4/14 4/15 4/16 4/17
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg Year High Date Low Date
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. 9:30-10:00 190,400 169,603 174,820 135,303 222,175
2020 614.99 Feb 20 391.56 Mar 19
m rp
10:00-10:30 65,896 72,080 59,214 72,487 67,357
10:30-11:00 54,342 66,153 52,853 61,353 54,043
2019 597.01 Dec 26 400.31 Jan 24
2018 540.76 Jan 25 382.52 Oct. 25
AMERICAN DEBT AND DEFICITS 11:00-11:30 49,230 72,120 47,164 49,754 47,542
2017 567.38 Feb 16 456.65 Dec 07
Latest Preceding Year AgoYear over Year 11:30-12:00 37,791 46,020 39,199 41,899 40,684
12:00-12:30 43,906 39,896 37,137 43,227 39,104
2016 634.16 Aug 11 245.05 Jan 21
Report Report Report % Chg
2015 557.39 Jan 22 265.74 Dec 17
Federal Budget Deficit (bil. $)-a ......................................... 1,068FY'21 1,101FY'20 1,092FY'19 …. 12:30-1:00 36,468 34,640 34,475 37,302 39,192
2014 815.69 July 17 499.10 Dec 24
Budget Surplus/Deficit (bil. $)-b, March ........................... –119.13 r-235.28 –146.95 -18.93 1:00-1:30 33,439 36,615 38,821 31,598 39,675
2013 1035.18 Jan. 10 619.44 June 28
co o
Trade Deficit (bil. $, sa)-c, February................................... –39.93 r-45.48 –51.25 -22.09 1:30-2:00 35,938 36,129 34,097 31,650 37,426
Treasury Gross Public Debt. (bil. $)-d ............................... 24,383.9 24,111.8 22,027.0 10.70 2:00-2:30 38,251 38,066 38,756 35,538 37,638
Treasury Statutory Debt Limit (bil. $)-d............................. * 21,987.7 …. …. 2:30-3:00 37,361 41,259 39,113 38,281 35,771 SELECTED INITIAL PUBLIC OFFERINGS
Consumer Installment Debt (bil. $)-e, February.............. 4,225.5 r4,203.2 4,041.8 4.55 3:00-3:30 47,863 51,830 52,545 47,806 47,972
F
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury 3:30-4:00 491,475 454,891 470,812 486,416 680,611 None
Statement, e-Monthly Federal Reserve Release.*Statutory debt limit temporarily suspended through July 31, 2021.
PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Durable manufacturing (NAICS) a, ................................................ Mar 98.2 108.0 108.5 –9.49
Orders
Capacity utilization % .................................................................... Mar 72.7 77.0 78.5 –7.39
Industrial output a, ........................................................................ Mar 103.7 109.6 109.7 –5.47 No Activity for this Week
Manufacturing (NAICS) a, ............................................................. Mar 99.5 106.1 106.3 –6.40
Nondurable manufacturing (NAICS) a............................................ Mar 100.7 104.1 103.9 –3.08 Trade
n-
Production No Activity for this Week

Inflation
Electric power, (mil. kw hrs) (EEI) .................................................. Apr 11 64,177 64,896 68,379 –6.15
Mining (NAICS) a, ......................................................................... Mar 130.1 r132.7 130.3 –0.15 JOC–ECRI Industrial Price Index f .................................................. Apr 17 69.57 72.35 96.90 –28.20
Petroleum, related capacity, % ...................................................... Apr 10 69.1 75.6 87.7 –21.21
Employment
no
Rotary rigs running, U.S. & Can., (Hughes) .................................... Apr 17 559 637 1,078 –48.14
Steel, (thous. tons) ........................................................................ Apr 11 1,256 1,534 1,915 –34.41 Initial jobless claims (thous.) ........................................................ Apr 11 5,245 r6,615 203 2,483.74
Steel, rated capacity, % (AISI)........................................................ Apr 11 56.1 68.5 82.3 –31.83 Continuing claims (mil.) ................................................................ Apr 4 11.976 r7.446 1.667 618.42
Utilities a ....................................................................................... Mar 101.3 r105.5 107.4 –5.68 Help Wanted Online –Ads (thous,) ................................................. Mar 6,116.9 5,647.7 5,328.7 14.79
Consumption and Distribution Construction
Business sales, (mil. $) ................................................................. Feb 1,464.21 r1,471.33 1,444.17 1.39 Building contracts, F.W. Dodge, (bil. $) .......................................... Mar 746.93 r789.61 810.46 –7.84
Instinet Research Redbook Avg. (monthly %) ................................ Apr 11 –8.34 0.87 7.05 …. New housing permits, (thous. units) .............................................. Mar 1,353 r1,452 1,288 5.05
Baltic Dry Index ............................................................................. Apr 17 751 635 790 –4.94 New housing starts, (thous. units) ................................................. Mar 1,216 r1,564 1,199 1.42
Retail store sales, (bil. $) ............................................................... Mar 483.07 r529.26 514.81 –6.17 Other Indicators
Inventories Citi Research Panic–Euphoria Reading .......................................... Apr 17 –0.04 –0.15 0.30 ….
Index of coincident indicators h ..................................................... Mar 106.6 107.6 105.6 0.95
Business inventories, (bil. $) ......................................................... Feb 2,012.74 r2,021.48 2,014.09 –0.07 Index of lagging indicators h .......................................................... Mar 110.2 r108.9 107.3 2.70
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Apr 10 503,618 484,370 455,154 10.65 Index of leading indicators h .......................................................... Mar 104.2 r111.7 111.9 –6.88
Gasoline, (thous. bbls) .................................................................. Apr 10 262,217 257,303 227,955 15.03 Coincident to lagging ratio h .......................................................... Mar 0.97 0.99 0.98 –1.02
Inventory–to–sales ratio (Business) .............................................. Feb 1.37 r1.37 1.39 –1.44 a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
Market Laboratory
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
Weekly Comp. NYSE NYSE Amer Nasdaq Catasys Immunovant Netflix ThermoGenesis Betterware GordonPointeWt ProficientAlphaWt VivoPowerIntl Bio-RadLab B DollarGeneral EliLilly VeevaSystems
New Highs 40 6 93 ChembioDiagn ImmunovantWt NeuBaseTherap Tradeweb BridgeBancorp HeliosTechnologies ProShUltShNdBtech VS3XInvrsGold Bristol-MyersRt DrReddy'sLab MSG Sports Wi Vipshop
New Lows 49 10 116 CitrixSystems Incyte NIC VanEckBiotech C&F Fin HLAcquisitionsWt ProShUltShtQQQ WaterstoneFinl CITICCapAcqnWt FTI Consulting Manning&Napier Walmart
CogentComm InsAcquisition Novavax VanEckVideoGam CambridgeBncp HoughtonMifflin ProvidentBncp WatfordPfd CNX Resources FedAgricMtgPfdA MolinaHealthcare WheatonPrecMet
NYSE AMER Compugen Inseego Okta VertxPharm CamdenNational HowardBancorp ProvidentFin WD-40 Centene Franco-Nevada Newmont ZTO Express
Comstock InvscBull2021CpBd OpGenWt VS 3X GOLD NEW LOWS
Celcuity HuizeHolding PrudentialBncp WealthbridgeWt
NEW HIGHS CSXLGoldCvETN InvscBull2029CpBd OraSureTechs WernerEnterprises AMC Ent Corts JC KTP NaborsIndustries SeacorMarine
CenterStateBank InspiredEnt Qualstar WillametteVallPfA
AgEagleAerial Electromed NovaGoldRscs RetractableTechs AmericaMovil DiamondOffshore NorthAmConstr Satrn JCPen
CyclacelPharmPfd iSh3-7YTreasuryBd Peloton Wingstop CentricBrands IntlGeneralIns RelivIntl WISeKey
B2Gold InfuSystems BancoBilbaoViz DoverMotorsports OneConnectFinTech SpartanEnerWt
Cytosorbents iShMSCIGlblGoldMin PetMedExpress Zynga Charles&Colvard InvestorsTitle SecooHolding WVS Financial BcoSantMex EmployersHldgs OneSmartIntl Startek
NEW LOWS DexCom
CONSOL Coal Entravision OspreyTechWt StoneMor
BarHarborBkshs BiomX InnSuitesHosp ParkNational NEW LOWS NYSE
.
Cabco JCP PFH EraGroup PanhandleOil&Gas Strats Dom GJP
BioceresCropWt GrupoSimec IssuerDirect WirelessTel 1347PropInsPfdA CIIG MergerWt JMU SilverSpikeAcqnWt CarriageSvcs FranklinRscs PenneyJC Team
ly
BiomXUn IncomeOppRealty 36Kr CIM CmclPfdL Lizhi SoMO Bancorp NEW HIGHS
CementosPacasm Intelsat PivotalInvCorp.IIWt TetraTech
9F CivistaBcshrs LongevityAcqnRt SouthPlainsFin AbbottLabs Chewy GeneralMills NuvMuni2021 ChaparralEnergy LightInTheBox ProSightGlobal TimkenSteel
NASDAQ AcamarPtrsWt CNB FinPA MainStreetBcshs SouthState AngloGoldAsh ChurchillCapIII GrafIndustrial QTS Realty ChesapeakeEner MSG Ent Wi REV TItanIntl
Akorn CodorusValleyBncp MalvernBancorp SpiritofTexas ArcusBiosci ChurchCapIII Wt Inphi RiverNorthFlexMuni Civeo MSG Sports Wi RMG Acqn Wt VenatorMaterials
NEW HIGHS AlbertonAcqnRt ColonyBankcorp MarroneBioInnova SteinMart BarrickGold ClarivateAnaly JuniperIndlA Sea Corts JCPen JBR MegalithFinUn RYBEducation VistraEnergyWt
on
AcamarPtrs DocuSign iShNasdaqBiotech Pinduoduo AlbertonAcqnWt CommunityFin MetroCityBkshs StratusProp Bio-RadLab A DRDGOLD KinrossGold TsakosEnergyPfdC Corts JCPen JBS
AcceleronPharma EastStoneAcqn JD.com PluristemTherap AllegianceBcshs ConcretePumping NatlBankshares TaronisTech
ActivisionBliz EastStoneRt KalaPharm Pulmatrix AllegroMergRt CreativeRealWt NorthwestBcshs TenzingAcqnWt
AGBAAcquisition
AkamaiTech
EdisonNation
ElectronicArts
KerosTherap
LibertyTripAdvB
Qualys
Quidel
AllegroMergWt DasekeWt NorwoodFin TherapeuticsMD HIGH-YIELD BONDS
AltisourcePortf EagleBulkShip OlympicSteel ThunderBridgeIIWt
AlbertonAcqn Equinix LimelightNetworks RegenPharm AmNtlBcsh EsportsEnt OpesAcqnWt Torm
Friday, April 17, 2020
us ,
AlnylamPharm EsportsEntWt Luminex ReproMedSys
Ten most active fixed-coupon high-yield, or "junk", corporate bonds
AmVirtualCloud EsportsEntWt OriginAgritech TottenhamAcqnIRt LAST LAST **EST EST VOL
l
Amazon.com Five9 MarketAxess ReynoldsCnsmr AndinaAcqnIIIRt ESSA Bancorp OrrstownFinSvcs TownSports COMPANY (TICKER) COUPON MATURITY PRICE YIELD SPREAD UST (000's)
e
AMCI Acqn ForumMergerII Masimo SBA Comm ApyxMedical Ever-Glory PacificMercBncp TremontMortgage
al a
Spirit Aerosystems (SPR) 7.500 Apr 15, 2025 101.250 7.134 677 5 1,166,235
Amedisys GlbXVideoGames MEI Pharma SCWorx AsiaPacificWire FidelityD&D PathfinderBncp TridentAcqnsWt T-Mobile Usa (TMUS) 3.875 Apr 15, 2030 108.280 2.893 224 10 751,795
AndinaAcqnIII GordonPointeA MellanoxTech SeattleGenetics ATIF FirstBank PDLCommBncp Tuniu 3.750 Apr 15, 2027 106.140 2.756 223 10 732,034
T-Mobile Usa (TMUS)
AstaFunding GoresIV A Moderna SharpsCompliance Axogen FirstFinNW PeoplesFinSvcs UnicoAmerican
ci on
Sabre Glbl (SABHLD) 9.250 Apr 15, 2025 105.853 7.793 743 5 498,771
CadenceDesign GoresIV Wt NeoleukinTherap SilganHoldings BankofCommerce Flexsteel PerformantFin Uniti T-Mobile Usa (TMUS) 4.500 Apr 15, 2050 115.823 3.622 235 30 487,418
CalitheraBiosci HealthcareMerger Netease SummitTherap BankofPrinceton GolubCapRt PioneerBancorp Vaccinex Six Flags Theme Parks (SIX) 7.000 Jul 01, 2025 104.875 5.670 531 5 483,135
Carnival (CCL) 11.500 Apr 01, 2023 104.500 9.575 932 3 392,228
Cleveland-Cliffs (CLF) 9.875 Oct 17, 2025 99.875 9.904 955 5 291,893
CONFERENCE CALL CALENDAR Burlington Coat Factory Warehouse (BURL) 6.250 Apr 15, 2025 103.000 5.403 504 5 285,930
Cdw Llc/Cdw Finance (CDWC) 4.125 May 01, 2025 101.625 3.687 332 5 282,817
Earnings - Related
er s
Volume represents total volume for the market; price/yield data are for trades of $100,000 and greater.* Denotes a security whose last round
Company Date Time Earnings-Related Period lot trade did not take place on the last business day prior to publication. ** Estimated spreads, in basis points (100 basis points is one percent-
Air Products and Chemicals April 23 10:00AM Q2 age point), over the 2, 5, 10 or 30-year hot run Treasury note/bond. 2-year: 0.375 03/22; 5-year: 0.500 03/25; 10-year: 1.500 02/30;
30-year: 2.375 11/49.†Comparable U.S. Treasury issue.
Allegion PLC
Alliance Data Systems
April 23
April 23
m er 8:00AM
8:30AM
Q1
Q1 Source: MarketAxess Corporate BondTicker - www.bondticker.com
Amphenol April 22 1:00PM Q1
AT&T April 22 8:30AM Q1 CORPORATE BONDS
Baker Hughes Co April 22 9:00AM Q1
For the week ending Friday, April 17, 2020
m rp
Biogen April 22 8:00AM Q1 Forty most active fixed-coupon corporate bonds
Cadence Design Systems April 20 5:00PM Q1 LAST LAST **EST EST $ VOL
Capital One Financial April 23 5:00PM Q1 COMPANY (TICKER) COUPON MATURITY PRICE YIELD SPREAD UST† (000's)
Chipotle Mexican Grill April 21 4:30PM Q1 General Electric Co (GE) 4.350 May 01, 2050 102.485 4.202 293 30 1,780,931
Citrix Systems April 23 8:15AM Q1 Marriott International (MAR) 5.750 May 01, 2025 105.500 4.497 413 5 1,388,438
Comerica April 21 8:00AM Q1 Exxon Mobil (XOM) 3.452 Apr 15, 2051 104.166 3.236 197 30 1,105,824
CSX April 22 4:30PM Q1 General Electric Co (GE) 3.625 May 01, 2030 100.786 3.529 288 10 964,456
Exxon Mobil (XOM) 2.610 Oct 15, 2030 100.926 2.507 190 10 852,826
co o
Delta Air Lines April 22 10:00AM Q1

General Electric Co (GE) 4.250 May 01, 2040 101.307 4.152 290 30 684,486
Discover Financial Services April 23 8:00AM Q1 Massachusetts Mutual Life Insurance Co (MASSMU) 3.375 Apr 15, 2050 101.573 3.292 202 30 624,501
Dover April 21 10:00AM Q1 Costco Wholesale (COST) 1.375 Jun 20, 2027 99.839 1.399 87 10 578,332
F
Edwards Lifesciences April 23 5:00PM Q1 Costco Wholesale (COST) 1.600 Apr 20, 2030 99.385 1.667 102 10 547,492
Eli Lilly and Co April 23 9:00AM Q1 General Electric Co (GE) 3.450 May 01, 2027 101.986 3.126 260 10 527,301
Huntington Bancshares April 23 9:00AM Q1 Cigna (CI) 3.400 Mar 15, 2050 106.799 3.048 178 30 513,118
IDEX April 24 10:30AM Q1 Exxon Mobil (XOM) 1.571 Apr 15, 2023 100.454 1.415 116 3 490,646
Intel April 23 5:00PM Q1 Oracle (ORCL) 2.950 Apr 01, 2030 107.819 2.056 141 10 468,731
Dxc Technology Co (DXC) 4.125 Apr 15, 2025 99.400 4.260 390 5 458,745
International Business Machines April 20 5:00PM Q1 Exxon Mobil (XOM) 2.992 Mar 19, 2025 105.586 1.779 141 5 449,526
Kimberly-Clark April 22 10:00AM Q1 Cvs Health (CVS) 5.050 Mar 25, 2048 130.513 3.342 208 30 444,504
Kinder Morgan April 22 4:30PM Q1 Broadcom (AVGO) 4.700 Apr 15, 2025 108.510 2.828 246 5 443,241
Lam Research April 22 5:00PM Q3 Oracle (ORCL) 3.600 Apr 01, 2050 112.783 2.947 170 30 435,653
Las Vegas Sands April 22 4:30PM Q1 Broadcom (AVGO) 5.000 Apr 15, 2030 111.099 3.636 303 10 423,832
Lockheed Martin April 21 11:00AM Q1 Ge Capital International Funding Unlimited Co (GE) 4.418 Nov 15, 2035 106.606 3.850 320 10 420,779
M&T Bank April 20 11:00AM Q1 Charter Communications Operating Llc (CHTR) 2.800 Apr 01, 2031 99.794 2.822 218 10 404,207
Nasdaq April 22 8:00AM Q1 Comcast (CMCSA) 3.400 Apr 01, 2030 112.245 2.004 135 10 399,545
n-
Walgreens Boots Alliance (WBA) 4.100 Apr 15, 2050 100.143 4.092 284 30 397,683
NextEra Energy April 22 9:00AM Q1 Nordstrom (JWN) 8.750 May 15, 2025 107.250 6.680 635 5 392,972
Northern Trust April 21 9:00AM Q1 Anheuser-Busch Inbev Worldwide (ABIBB) 4.500 Jun 01, 2050 113.703 3.731 246 30 390,852
People's United Financial April 23 5:00PM Q1 Exxon Mobil (XOM) 4.227 Mar 19, 2040 114.495 3.217 195 30 385,330
Philip Morris International April 21 9:00AM Q1 Dxc Technology Co (DXC) 4.000 Apr 15, 2023 99.620 4.137 388 3 346,819
PulteGroup April 23 8:30AM Q1 Charter Communications Operating Llc (CHTR) 3.700 Apr 01, 2051 99.000 3.755 250 30 328,957
no
Quest Diagnostics April 22 8:30AM Q1 Ubs Ag (London Branch) (UBS) 1.750 Apr 21, 2022 100.150 1.670 147 2 328,721
SL Green Realty April 23 2:00PM Q1 Valero Energy (VLO) 2.850 Apr 15, 2025 100.041 2.841 249 5 327,746
Snap-On April 21 10:00AM Q1 Goldman Sachs Group (GS) 3.500 Apr 01, 2025 107.670 1.843 148 5 324,392
Lyb International Finance Iii Llc (LYB) 4.200 May 01, 2050 99.744 4.215 295 30 318,177
SVB Financial Group April 23 6:00PM Q1 Cvs Health (CVS) 4.250 Apr 01, 2050 118.755 3.255 198 30 315,094
Synchrony Financial April 21 8:30AM Q1 Costco Wholesale (COST) 1.750 Apr 20, 2032 100.244 1.727 112 10 314,456
TechnipFMC PLC April 23 8:00AM Q1 Hsbc Holdings (HSBC) 4.950 Mar 31, 2030 117.973 2.860 222 10 299,588
Texas Instruments April 21 4:30PM Q1 Prudential (PRUFIN) 3.125 Apr 14, 2030 101.486 2.952 234 10 294,861
Thermo Fisher Scientific April 22 8:30AM Q1 Keurig Dr Pepper (KDP) 3.200 May 01, 2030 104.579 2.665 202 10 290,494
Travelers Companies April 21 9:00AM Q1 Booking Holdings (BKNG) 4.100 Apr 13, 2025 104.205 3.166 283 5 281,961
Union Pacific April 23 8:45AM Q1 Mccormick & Inc (MKC) 2.500 Apr 15, 2030 101.815 2.291 167 10 276,589
Anheuser-Busch Inbev Worldwide (ABIBB) 3.500 Jun 01, 2030 107.327 2.650 204 10 269,958
Verisign April 23 4:30PM Q1
W. R. Berkley April 21 5:00PM Q1 Volume represents total volume for each issue; price/yield data are for trades of $1 million and greater.* Denotes a security whose last round
Xilinx April 22 5:00PM Q4 lot trade did not take place on the last business day prior to publication. ** Estimated spreads, in basis points (100 basis points is one
Zions Bancorporation NA April 20 5:30PM Q1 percentage point), over the 2, 5, 10 or 30-year hot run Treasury note/bond. 2-year: 0.375 03/22; 5-year: 0.500 03/25; 10-year: 1.500
02/30; 30-year: 2.375 11/49.†Comparable U.S. Treasury issue.
Source: CCBN, www.ccbn.com
Source: MarketAxess Corporate BondTicker - www.bondticker.com
Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, April 17, 2020 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 3.00 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 5.50 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008222 .0008254 1216.24 1211.55
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0052 .0052 191.9700 190.9600
Avg effective offer 0.08 0.08 2.43 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1002 .1006 9.9824 9.9415
Avg weekly auction-c 0.05 0.07 2.41 Switzerland (Franc) 1.0344 1.0362 .9667 .9651
4.95 1.15 Argentina (Peso)-y .0152 .0155 65.7898 64.6249 Taiwan (Dollar) .03328 .03340 30.050 29.944
T-Bills Rate CBOE Australia (Dollar) .6363 .6349 1.5716 1.5751
s Thailand (Baht) .03077 .03061 32.500 32.670
13 weeks, Coupon Yield 0.284 0.127 2.434 S&P 100 Bahrain (Dinar) 2.6486 2.6508 .3776 .3772
s
Turkey (New Lira)-d .1443 .1493 6.9315 6.6974
13 weeks, Auction Rate 0.280 0.125 2.380 4.10 1.00 Brazil (Real) .1911 .1958 5.2342 5.1070 .0370 .0366 27.0576 27.2992
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.294 0.162 2.460 Bulgaria (Lev) .5556 .5587 1.7997 1.7900
.
U.K. (Pound) 1.2500 1.2447 .8000 .8034
26 weeks, Auction Rate 0.290 0.160 2.390 Canada (Dollar) .7143 .7167 1.4001 1.3953 Uruguay (Peso) …… .. …… .. …… .. …… ..
ly
Avg weekly auction-c 0.19 0.10 2.38 Chile (Peso) .001172 .001181 853.30 846.50 Financial .02288 .02336 43.710 42.800
3.25 0.85 .1414 .1421 7.0732 7.0361 ----
Broker Call Rate China (Renminbi)
2.00 2.00 4.25 Euro 1.0876 1.0935 .9195 .9145
Colombia (Peso) .0002538 .0002613 3940.00 3827.00
Bankers Acceptances Croatia (Kuna) .1439574 .1433733 6.95 6.97 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 1.50 1.50 2.45 2.40 0.70 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 1.51 1.51 2.53 Commercial rate .03989 .04046 25.070 24.716
on
2005. y-floating rate.
3 months 1.51 1.51 2.58 Denmark (Krone) .1458 .1465 6.8605 6.8266
6 months 1.52 1.52 2.68 1.55 0.55 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0635 .0634 15.7484 15.7685
Euro Libor Rate Hong Kong (Dollar) .1290 .1290 7.7505 7.7531
1 month -0.365 -0.379 -0.409 Hungary (Forint) .003079 .003091 324.78 323.57
3 months -0.182 -0.212 -0.350
0.70 0.40
A M J J A S O N D J F M A Iceland (Krona) .006948 .007015 143.92 142.56 ARMS INDEX
us ,
6 months -0.093 -0.139 -0.307 India (Rupee) .01306 .01313 76.570 76.177
12 months -0.016 -0.126 -0.204 Source: CBOE
Indonesia (Rupiah) .0000648 .0000630 15430 15868
l
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .2785 .2795 3.5902 3.5784
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
e
Japan (Yen) .009300 .009230 107.53 108.35
al a
1 month 0.67 0.81 2.48 the index is the number of advancing stocks divided by the number of
3 months 1.11 1.22 2.58 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002344 .002324 426.63 430.27
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.2091 3.2144 .3116 .3111
6 months 1.10 1.23 2.63 High bullish readings in the Consensus stock index or in the .1253 .1259 7.9823 7.9397 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.98 1.05 2.75 Market Vane stock index usually are signs of Market tops; low
ci on
Malaysia (Ringgit)-b .2288 .2320 4.3700 4.3098 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 4/13 4/14 4/15 4/16 4/17
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 3.95 Floating rate .0421 .0422 23.7383 23.6706
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .6034 .6083 1.6573 1.6439 NYSE .82 1.81 1.56 1.44 .62
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .0968 .0980 10.3292 10.2027 NYSE American .34 .89 .35 .47 1.38
Switzerland 0.50 0.50 0.50 Consensus Bullish Sentiment 28% 25% 22% Oman (Rial) 2.5964 2.5957 .3852 .3853 Nasdaq .54 .68 .55 .45 .98
Britain 0.10 0.10 0.75 Pakistan (Rupee) .00602 .00599 166.250 166.975
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Philippines (Peso) .01967 .01979 50.850 50.521
er s
Historical data available at (816) 373-3700. editor@consensus-inc.com
Other Money Rates Poland (Zloty) .2407 .2402 4.1553 4.1632
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2747 .2746 3.6407 3.6420 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 2.38 2.37 3.84 Bullish 34.9% 36.6% 34.2% Russia (Ruble)-a .01351 .01355 74.025 73.790
Bearish 42.7 44.7 49.7 12-Month Year Week %
Bank money market-z
Interest Checking-z
0.16
0.06
0.16
0.06
0.23
0.08
m er
Neutral 22.4 18.7 16.0
Saudi Arabia (Riyal)
Singapore (Dollar)
.2662
.7033
.2657
.7082
3.7571
1.4218
3.7641
1.4121
High Low 4/16 4/9 Ago Chg.
6-Month Certif-z 0.28 0.29 0.61 Source: American Association of Individual Investors, South Africa (Rand) .0532 .0557 18.8131 17.9689 614.99 391.56 Gold mining 557.30 528.20 467.92 +5.51
12-Month Certif-z 0.46 0.46 0.99 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.49 0.50 1.10 Market Vane
5-Year Certificates-z 0.69 0.70 1.47 Bullish Consensus 32% 31% 29% FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
m rp
U.S. Savings EE Bonds: Source: Market Vane, P.O. Box 90490,
Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Prev. Year Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Member Bank Latest Week Ago Handy & Harman 4/16 4/9 Ago
the Federal Reserve on a weekly average basis. Reserve Chgs. (Mil. $) Week Change Change
Indicator 49.1% 48.8% 44.8% Gold, troy ounce 1729.50 1680.65 1275.70
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 One week ended Apr 15: Silver, troy ounce 15.39 15.40 15.01
Factset. z-Bankrate.com.
New York, NY 10019 (844) 207-1445. timsupport@timgroup.com U.S. Gov't securities: Base for pricing gold and silver contents of shipments and for
Bought outright 5,195,539 + 222,862 +1,448,965 making refining settlement.
co o
Price Premium Premium

Federal agency secur: Coins $ %
WEEKLY BOND STATISTICS Bought outright 2,347 .... ....
Reserve bank credit: Krugerrand 1754.27 67.47 4.00
Maple Leaf 1771.14 84.34 5.00
F
Last Prev. Yr Ago Last Prev. Yr Ago Primary Credit 41,034 -2,479 + 41,024
Week Week Week Week Week Week Mexican Peso 2041.77 8.00 0.39
Secondary Credit .... .... ....
Austria Crown 1656.40 3.00 0.18
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Seasonal Credit .... .... -13
Austria Phil 1771.14 84.34 5.00
Corporate (z) 47,042 r34,539 22,841 general obligation municipal bonds.) Float -266 -72 -58 U.S. Eagles 1771.14 84.34 5.00
Municipal (z) 4,785 r5,260 3,772 2.25 2.49
3.86 Other F.R. Assets 34,137 + 3,577 + 6,338
Premium is the amount over the value of the gold content in the
Best Grade Bonds-y (Barron's index of 10 high-grade Total Fed Credit # 6,196,020 + 227,982 +2,299,746 coin. Source Manfra, Tordella & Brookes, Inc.
Bond Buyer Municipal Bond Index (Index of 40 Gold stock 11,041 .... .... Bullion spot gold price 1686.80
corporate bonds.) actively-traded tax-exempt bonds; component issues are SDR Certif. Accounts 5,200 .... ....
2.32 2.51 3.37 changed regularly to keep the index a current picture of the Treas. Curr. Outst. 50,247 + 14 + 366
Interm-Grade Bonds-y (Barron's index of 10 market. Source: The Bond Buyer Total 6,283,023 + 228,152 +2,299,996 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.71 3.74 3.89 Currency in circ 1,884,944 + 3,933 + 157,948
4.39 4.68 4.26 Stock/Bond Yield Gap-s (Difference between yield on Treas. Cash Hldgs 307 -10 -25 Store of Value: Without a date for the
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Fed Deposits 889,815 + 191,237 + 604,551 reopening of America’s retail stores, gold
Confidence Index (High-grade index divided by inter-
n-
Foreign Fed Deposits 16,352 -408 + 11,108

mediate-grade index; decline in latter vs. former generally +.41 +.28 –1.17 Other Fed Deposits 228,237 -3,237 + 164,404 rose 2.9% to $1,730 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Other FR liab/cap 59,862 + 6,372 + 14,842
40
s
Handy & Harman Gold Price
52.9 53.6 79.2 Corp Bonds, (y) 2.68 2.94 3.76 Total factors 3,363,982 + 69,562 + 985,434
Other Confidence Indicators: v-Week ended Thursday. y-Yield to maturity, week ended Thursday.
Reserves F.R. banks 2,919,041 + 158,590 +1,314,562 30
no
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Fgn hold U.S. debt 3,318,168 + 1,971 -149,326
Bloomberg Barclays US Long Treasury*(This
index measures the performance of fixed-rate, nominal US Reserve Aggr (Mil. $ sa) Latest Prev. Wk. % Year 20
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) MONEY SUPPLY Two Wks Ended Apr 8: Wk. Week Chg. Ago
4940.82 4883.89 3551.76 Total Reserves: 2,647,180 2,108,932 25.52 1,680,191 10
Money Supply (Bil. $) Latest Prev. Yr. Ago YOY % Chg
Nonborrowed Res # 2,517,024 2,074,923 21.31 1,680,155
Bloomberg Barclays US Credit (This index Week ended April 6 Required Res ## 0 203,801 -100.00 191,278
includes all publicly issued, fixed-rate, non-convertible, invest- M1 (seas. adjusted) 4,599.0 r4,520.1 3,729.8 23.30 Excess Reserves: 2,647,180 1,905,131 38.95 1,488,913 0
ment-grade, dollar-denominated, SEC-registered corporate M1 (not adjusted) 4,618.0 r4,783.4 3,689.2 25.18
Borrowed Reserves 130,156 34,009 282.71 36
debt. All issues have at least one year to maturity and outstand- M2 (seas. adjusted) 16,743.2 r16,665.4 14,490.0 15.55
M2 (not adjusted) 16,935.4 r16,764.1 14,677.5 15.38 Free Reserves ### 2,517,024 1,871,122 34.52 1,488,877
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) Week ended April 8 Monetary Base 4,526,124 3,884,720 16.51 3,343,238 -10
s
3126.59 3059.76 2839.38 M1 Mult. Replacement (St. Louis Fed) 1.020 r1.057 1.103 -7.52 Barron's Gold Mining Index (557.30)
# Fed supply of permanent reserves provided.
Ryan Labs Treasury Index (Index of total return from Monthly Money Supply ## Demand for reserves to back deposits.
### Free reserves equal excess reserves minus discount window bor-
-20
active Treasury notes and bonds. Dec. 31, 1996=100.) Month ended March rowings other than extended credit. Free reserves are shorthand method M J J A S O N D J F M A
M1 (seas. adjusted) 4,267.6 r4,009.7 3,726.2 14.53 of determining the degree of ease of Fed policy, or when they are negative
337.95 334.06 279.02 M2 (seas. adjusted) 16,103.9 r15,511.0 14,468.2 11.31 net borrowed reserves, tightness.
Market Laboratory
Top 5 Insider Purchases by Company in 2020 WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Number of Number of Avg.
Company Symbol Insiders Shares $ Value Price This list includes payouts on common stocks. This list includes payouts on common stocks.
York Water ...................................................... YORW 16 813 35,786 $ 44.02 NYSE NYSE
Simply Good Foods ....................................... SMPL 13 251,150 4,926,017 $ 19.61 .512 China Distance Educ .56
Bunge ............................................................. BG 11 227,930 9,983,125 $ 43.80
Monday Roper Technologies
Danaher .18
Tuesday Royal Bank of Canada .815 RELX ADR .418
(April 20) Thursday Humana Inc .625
(April 21) Thursday Unum Group .285
Cit ................................................................... CIT 11 113,429 1,637,235 $ 14.43 Commercial Metals .12 (April 23) Apache Corp .025 (April 23) Saturday
Science Applications Intl .37
Destination Xl ................................................. DXLG 10 586,216 681,922 $ 1.16 Legg Mason .40 Compass Diversified .36 SK Telecom ADR .84
Argan .25 Levi Strauss .08 (April 25)
ZTO Express .29 Ethan Allen .21 SK Telecom ADR Clorox 1.06 Manchester United Cl A .09 NONE
.84
Ecopetrol ADR .894 nVent Electric .175
Tuesday New York Times .06 Sysco .45
Greenbrier Cos .27 Sunday
Top 5 Insider Sales by Company in 2020 (April 21) Oracle .24 Toll Brothers .11
Lowe's Cos .55
Pembina Pipeline
Procter & Gamble
.148
.791 (April 26)
Number of Number of Avg. Dollar General .36 Simpson Manufacturing .23 Saturday West Pharmaceutical .16 NONE
.
SM Energy .01
Quest Diagnostics .56 Trinseo S.A. .40 (April 25)
Company Symbol Insiders Shares $ Value Price Wednesday Williams-Sonoma .48 Monday
Wabash National .08 NONE
Wednesday
ly
Salesforce.Com Inc ........................................ CRM 28 576,353 98,208,688 $ 170.40 Friday (April 22) Friday (April 27)
(April 22) Sunday CVS Health .50 (April 24) Intercorp Finl Svcs 1.75
Zoom Video Communications Inc.................. ZM 26 1,667,970 175,014,309 $ 104.93 Agilent Technologies .18 (April 24) (April 26) Banco Latinamer .25
Datadog Incorporated .................................... DDOG 18 2,378,898 96,571,007 $ 40.59 Autohome ADR .77 Banco Bilbao Vizcaya .173 NONE
Slack Technologies Inc .................................. WORK 18 2,545,441 57,868,056 $ 22.73 NASDAQ NASDAQ
TW 17 2,194,890 102,282,596 $ 46.60
on
Tradeweb Markets Inc .................................... Kaiser Aluminum .67
Monday Preferred Bank LA .30 Village Super Market Cl A .25 Tuesday Sunday
Lakeland Financial .30
(April 20) Wednesday Friday (April 21) (April 26)
STOCK SPLITS/DIVIDENDS Bank OZK .27 (April 22) (April 24) QAD Cl A .072
Ohio Valley Banc .21
NONE
Record Ex-Dividend Payment Elbit Systems .44 Andersons .175 Amdocs .327 QAD Cl B .06 Friday
Company Name-Ticker Symbol (Exchange) Amount Date Date Date First Bancorp .30 Cisco Systems .36 Cabot Microelectronics .44 (April 24) Monday
Headhunter Group ADR .50 Comcast Cl A .23 Wednesday
us ,
First Bancorp NC .18 ConnectOne Bancorp .09 (April 27)
NONE Helios Technologies .09 CVB Financial .18 (April 22)
Patterson Cos .26 Union Bankshares .32 Codorus Valley Bancorp .16
l
Intuit .53 Gentex .12 Coca-Cola Consolidated .25
Preformed Line Products.20 InterDigital .35 Saturday Saturday Fastenal Co .25
SPECIAL DIVIDENDS Thursday
e
al a
Shoe Carnival .085 Marvell Tech Group .06 (April 25) (April 25)
Xcel Energy .43 NetApp .48 NONE (April 23)
Record Ex-Dividend Payment NONE
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Tuesday Riverview Bancorp .05 Sunday First Busey .22
Thursday
ci on
NONE (April 21) (April 26)
Erie Indemnity Cl A .965 (April 23) NONE
NYSE American
DIVIDEND PAYMENT REDUCTIONS Johnson Outdoors Cl A .17 Tuesday Thursday Saturday
(April 21) (April 23) (April 25) NONE
Adjusted % Record Ex-Div Payment NYSE American Blue Ridge Bankshares .142 Friedman Industries .02 Sunday
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date
Monday Wednesday Friday Wednesday Friday (April 26) NONE
Apache Corp-APA (NYSE) ................................... 1.2 Q .025 .25 -90.0 % 4-22 4-21 5-22 (April 22) (April 24) Monday
(April 20) (April 22) (April 24) NONE
Banco Latinamer-BLX (NYSE) ............................ 9.3 Q .25 .385 -35.1 % 4-27 4-24 5-13 NONE NONE (April 27) NONE
er s
Genesis Energy-GEL (NYSE) .............................. 11.6 Q .15 .55 -72.7 % 5-01 4-30 5-15
NONE NONE Saturday
Golub Capital BDC-GBDC (Nasdaq)..................... 11.9 Q .29 .323008 -10.2 % 6-09 6-08 6-29 Tuesday Thursday (April 25) NONE
(April 21) (April 23) Sunday TRADING SUSPENDED

Mesabi Trust-MSB (NYSE) .................................. 18.2 Q .56 .70 -20.0 % 4-30 4-29 5-20
Noble Energy-NBL (Nasdaq)................................ 1.2 Q
m er
.02 .12 -83.3 % 5-11 5-08 5-26
NONE Gold Resource .003 (April 26) NONE
NYSE
Two Harbors Investment-TWO (NYSE) ............... 28.0 Q .05 .40 -87.5 % 4-16 4-15 4-29
YEARLY HIGH/LOWS NASDAQ INDEX Jumei International Holding (JMEI)
Roadrunner Transportation Systems (RRTS)
DIVIDEND PAYMENT BOOSTS The yearly Nasdaq Composite Index; with a high/low
range based on the daily close. Tallgrass Energy (TGE)
m rp
Adjusted % Record Ex-Div Payment
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Year High Date Low Date
NYSE American
Costco Wholesale-COST (Nasdaq) ........................ 0.8 Q .70 .65 7.7 5-01 4-30 5-15 Yuma Energy (YUMA)
Donegal Group Cl A-DGICA (Nasdaq) .................... 4.1 Q .15 .145 3.4 5-01 4-30 5-15 2020 9817.18 Feb 19 6860.67 Mar. 23
Donegal Group Cl B-DGICB (Nasdaq) .................... 3.8 Q .1325 .1275 3.9 5-01 4-30 5-15 2019 9022.39 Dec 26 6463.50 Jan. 03 Nasdaq
2018
Ferrari-RACE (NYSE) ................................................ 0.7 A 1.2351 1.159265 6.5 4-21 4-20 5-05 8109.69 Aug. 29 6192.92 Dec. 24 Cypress Semiconductor (CY)
First Republic Bank-FRC (NYSE) ........................... 0.8 Q .20 .19 5.3 4-30 4-29 5-14 2017 6994.76 Dec. 18 5429.08 Jan. 03
co o
Gladstone Land-LAND (Nasdaq) ............................ 4.2 M .0447 .04465 0.1 4-24 4-23 4-30 2016 5487.44 Dec. 27 4266.84 Feb. 11
Goldman Sachs Pfd. C-GSpC (NYSE).................... 5.0 Q .25278 .25 1.1 4-26 4-23 5-11 2015 5218.86 July 20 4506.49 Aug. 25 NAME CHANGES
Itau Unibanco Holding ADR-ITUB (NYSE)............ 3.0 M .002961 .002848 4.0 5-04 5-01 6-11 2014 4806.91 Dec 29 3996.96 Feb. 03
NYSE
Johnson & Johnson-JNJ (NYSE)........................... 2.7 Q 1.01 .95 6.3 5-26 5-22 6-09 2013 4176.59 Dec 31 3091.81 Jan. 08
F
Plumas Bancorp-PLBC (NCM )............................... 2.8 Q .12 .115 4.3 5-01 4-30 5-15 2012 3183.95 Sept 14 2648.36 Jan. 04 RiverNorth Specialty Finance (RSF), formerly RiverNorth
Procter & Gamble-PG (NYSE)................................. 2.5 Q .7907 .7459 6.0 4-24 4-23 5-15 2011 2873.54 Apr 29 2335.83 Oct. 03 Marketplace Lending
2010 2671.48 Dec 22 2091.79 July 02 NYSE American
QUARTERLY DOW JONES TRANSPORTATION AVERAGE 2009 2291.28 Dec 30 1268.64 Mar. 09
None
2008 2609.63 Jan 02 1316.12 Nov 20
This table lists the earnings of the Dow Jones Transportation Average component stocks based upon generally 2007 2859.12 Oct 31 2340.68 Mar. 05 Nasdaq
accepted accounting principles. Earnings include discontinued and nonrecurring items but exclude extraordinary 2006 2465.98 Nov 22 2020.39 July 21 None
items and accounting changes as reported by the company and adjusted by the Dow Divisor in effect at quarter-end. 2005 2273.37 Dec 02 1904.18 Apr 28
The total dividends of the component stocks are based upon the record date and adjusted by the Dow Divisor in 2004 2178.34 Dec. 30 1752.49 Aug. 12
effect at quarter end. The payout ratio is the latest 12-months dividends divided by the latest 12-months earnings. r- NEW LISTINGS
2003 2009.88 Dec. 30 1271.47 Mar. 11
Revision. 2002 2059.38 Jan. 04 1114.11 Oct. 09 None
Year Quarter Clos. Qtrly % Qtrly 12-Mo. P/E Qtrly 12-Mo. Divs Payout 2001
n-
2859.15 Jan. 24 1423.19 Sept. 21

Ended Ended Avg. Chg. Chg. Earns Earns Ratio Divs Divs Yield Ratio
2000 5048.62 Mar. 10 2332.78 Dec. 20
2020 Mar. 31 7732.32 — 3168.96 — 29.07 NA NA NA 42.92 173.44 2.24 NA 1999 4069.31 Dec. 31 2248.91 Feb. 17 ADJUSTABLE MORTGAGE BASE RATES
2019 Dec. 31 10901.28 + 537.70 + 5.19 131.44 570.44 19.1 45.28 170.66 1.57 0.2992 1998 2192.69 Dec. 31 1419.12 Oct. 08
YOY
Sep. 30 10363.58 — 98.40 — 0.94 188.07 582.51 17.8 41.93 166.68 1.61 0.2861 1997 1748.78 Oct. 09 1194.16 Apr. 22
June 28 10461.98 + 54.02 + 0.52 196.12 591.84 17.7 43.31 163.07 1.56 0.2755 Apr 17 Apr 10 Yr. Ago % Chg
no
1996 1328.95 Dec. 10 977.79 Sept. 16

Mar. 29 10407.96 + 1237.56 + 13.50 54.81 557.46 18.7 40.14 159.36 1.53 0.2859 1995 1075.14 Dec. 05 740.44 Jan. 04 1 Year Treas Bills 0.22 0.15 2.43 -90.95
2018 Dec. 31 9170.40 — 2208.96 — 19.41 143.51 617.81 14.8 41.30 154.94 1.69 0.2508 1994 803.93 Mar. 18 693.79 June 24
Sep. 28 11379.36 + 1034.37 + 10.00 197.40 1010.66 11.3 38.32 149.40 1.31 0.1478 1993 787.42 Oct. 15 645.87 Apr. 26
2 Year Treas Notes 0.26 0.23 2.35 -88.94
June 29 10344.99 — 51.57 — 0.50 161.74 975.35 10.6 39.60 143.82 1.39 0.1475 1992 676.95 Dec. 31 547.84 June 26 3 Year Treas Notes 0.34 0.29 2.31 -85.28
Mar. 30 10396.56 — 215.73 — 2.03 115.16 960.72 10.8 35.72 138.47 1.33 0.1441 1991 586.34 Dec. 31 355.75 Jan. 14 5 Year Treas Notes 0.45 0.38 2.32 -80.60
2017 Dec. 29 10612.29 + 697.94 + 7.04 536.36 943.20 11.3 35.76 133.53 1.26 0.1416 1990 469.60 July 16 325.44 Oct. 16
10 Year Treas Notes 0.73 0.65 2.52 -71.03
Sep. 29 9914.35 + 350.62 + 3.67 162.09 506.07 19.6 32.74 130.40 1.32 0.2577 1989 485.73 Oct. 09 378.56 Jan. 03
June 30 9563.73 + 447.22 + 4.91 147.11 504.49 19.0 34.25 127.37 1.33 0.2525 1988 396.11 July 05 331.97 Jan. 12 20 Year Treas Bds 1.14 1.08 2.74 -58.39
Mar. 31 9116.51 + 72.61 + 0.80 97.64 502.29 18.1 30.81 124.55 1.37 0.2480 1987 455.26 Aug. 26 291.88 Oct. 28 11th District % Feb 0.989 0.989 1.166 -15.18
2016 Dec. 30 9043.90 + 965.11 + 11.95 99.23 498.76 18.1 32.60 121.67 1.35 0.2439 1986 411.16 July 03 323.01 Jan. 09 FHFA PMMS+ 3.63 3.63 .... ....
Sep. 30 8078.79 + 593.66 + 7.93 160.51 553.64 14.6 29.71 118.37 1.47 0.2138 1985 325.16 Dec. 16 245.91 Jan. 02
Fed annualized yields adjusted for constant maturity. FHFA
June 30 7485.13 — 458.98 — 5.78 144.91 624.07 12.0 31.43 115.69 1.55 0.1854 1984 287.90 Jan. 06 225.30 July 25
PMMS+ is the Federal Housing Finance Agency's adjusted version
Mar. 31 7944.11 + 435.40 + 5.80 94.11 628.28 12.6 27.93 112.84 1.42 0.1796 1983 328.91 June 24 230.59 Jan. 03 of Freddie Mac's 30-yr FRM Primary Mortgage Market Survey. This
2015 Dec. 31 7508.71 — 276.92 — 3.56 154.11 619.15 12.1 29.30 116.86 1.56 0.1887 1982 240.70 Dec. 08 159.14 Aug. 13 Index replaces the discontinued FHFA Contract Rate.
X W L C 10 11 12 H G R P 4 8 3 F A M 6 7 9 0 I
S T R E E T W I SE WITH JACK HOUGH
“ Fo r d d i d n ’ t t a k e a ny b a i l o u t m o n e y. I t
w a s a b l e t o m a n a g e i t s e l f. We g o t a l o t
of commendations from our customers
because of that. That said, if you ever

face a challenge again, you really want
t o b e re a d y. ”
- Jim Hackett
C r i s i s H i t s t h e C a r B u s i n e s s , A ga i n
Fo rd C E O J i m H a c ke t t a n d Wa l l S t re e t a n a l ys t s d i s c u s s
h ow t h e p a n d e m i c w i l l c h a n g e t h e c a r b u s i n e s s .
L I ST E N N OW
© 2020 Dow Jones & Company, Inc. All rights reserved. 4E5053
April 20, 2020
BARRON’S
A P R I L 20, 20 20
Our annual ranking of the Top 100 Financial Advisors, plus a pair of
Top 50 listings highlighting the growing importance of advisory teams
THE WAY FORWARD
S1
S2 BARRON’S April 20, 2020
TOP
ADVISORS
SWING INTO
ACTION
A
NDY BURISH WAS UNDERSTANDABLY STRESSED WHEN, as a 29-year-old financial advisor in

In times of crisis, the guidance 1987, he saw the stock market crash by an unprecedented 22.6% on a single October day.
of a good advisor can go a long But Black Monday, as it’s now known, would turn out to be just one of several market
shocks in Burish’s successful career.
way. Here’s our annual ranking “After 37 years in the business, they’re not as scary as they used to be,” says Burish,
a Madison, Wis.–based UBS advisor who manages $3.6 billion, of market plunges.
of the 100 best. Plus, the top “I don’t overreact to them.”
teams serving individuals Perspective is one of the intangibles that Barron’s Top 100 Advisors bring to their
clients. The typical advisor on this year’s list has 33 years of experience—meaning that, like Burish, they’ve seen plenty of ups and
and institutions. downs in the market and know how to navigate through them.
“Bear markets do not destroy wealth,” says Stephan Cassaday, head of Cassaday & Co. in McLean, Va. “How we behave during
bear markets is what destroys wealth.” He and his team are telling clients to “hold on to the side of the kayak.”
Our ranking, now in its 17th year, spotlights the 100 leading financial advisors from across the country (page 18). This special
section also features a pair of Top 50 listings of advisory teams—one for advisors who cater to individuals and families (page 4),
and another for those who serve companies and large organizations (page 16).
The Top 100 features some of the largest practices at the big brokerage firms, as well as some of the best independent advisory
teams. The ranking is based on assets under management, revenue generated for the advisors’ firms, and the quality of the advi-
sors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
The Top 100 advisors run lucrative practices. Their teams, which typically comprise 15 people, pulled in average revenue of
nearly $21 million this past year from an average of about 1,700 client households. Their typical account minimum is a little over
$7 million, and, with a client retention rate approaching 99%, they can boast of having satisfied customers. Looking forward, this
group may be hard-pressed to continue their average asset growth of 31% over the past five years. Nearly 80% of their revenue
comes from ongoing fees that are linked to the amount of assets the advisors manage. If markets are sluggish, the assets—and
therefore the fees—won’t increase like they did over the past decade-plus.
Cover: Jonathan Bartlett

In the midst of the coronavirus crisis and its attendant economic and capital destruction, good advisors are balancing realism
with positivity. “Shelter-in-place may work to flatten the curve, but it is also flattening the economy in ways that are unprece-
dented, unsustainable, and very worrisome to us,” Cassaday says.
By STEVE GARMHAUSEN No serious financial advisor claims to know when the stock market will hit bottom. Indeed, those atop our rankings are
braced for more declines. “The average decline going into a recession is 35% to 40%,” says Burish. “So, 45% to 50% down
Illustration by Jonathan Bartlett wouldn’t surprise me.”
April 20, 2020
BARRON’S
S3
For now, Burish and his team of 46 are concentrating on keeping clients calm and
focused on their long-term plans. “We’ll reassess opportunities over the next three or 2020 Top 50
Private Wealth
four months and make some tactical changes,” he says.
Steven Hefter, who manages $5.8 billion from Highland Park, Ill., says the nature of
the recovery from the bear market is hard to predict because of the unprecedented
speed of the decline. “There’s really no direct comparison, so I think we need to be care-
ful here,” he says. “You don’t want to be selling into these rallies and buying the dips.” Management Teams
Hefter is telling clients that the economy will rise and fall with the public’s health fears.
More widespread coronavirus testing and the development of antiviral drugs will help
bolster confidence while the world awaits a vaccine. “People will be less afraid to shop
and go to restaurants, and demand will pick up,” says Hefter. “But if that hope should Our second annual listing of advisory teams that manage wealth
fade, I think we’ll see [demand] come right back down again.” Meanwhile, Hefter is for families and individuals, as opposed to institutions
cautiously looking for opportunities. At the market’s low point, he started buying compa-
nies with solid balance sheets in select industries, like digital communication.
Morgan Stanley’s Andy Chase is cautious, too. He plans to wait several weeks before 1. Jones Zafari Group 2019 Rank: 12
buying, unless another big market drop creates a fire sale. “Whatever you do, don’t buy Los Angeles Key Advisors: Robert Stolar, Adam Merino,
too quickly in here,” he says. Chase is warning clients not to flock to pummeled indus- Firm: Merrill Private Wealth Management Devin Marino
tries in the expectation that federal bailouts will reinflate stocks there. Government 2019 Rank: 8 Team Assets (bil): $3.2
loans will be dilutive to stock value, he says. Chase also warns against making broad, Key Advisors: Richard Jones, Reza Zafari,
Thomas Tournat 9. Gully Schwarz Group
industry-agnostic bets: “Some industries could be underwater for five years.” New York
Team Assets (bil): $15.8
On the fixed-income front, many advisors are shortening bond durations. Burish, for Firm: Morgan Stanley PWM
example, recently sold off his three- to five-year duration holdings. He fears that infla- 2. Erdmann Group 2019 Rank: 34
tion will arise a few years down the road as a result of growing national debts, tariffs, Greenwich, Conn. Key Advisors: Josh Gully, P.J. Schwarz,
and a reversal of globalization. “I’m afraid the damage over the next five years will be Firm: Merrill Private Wealth Management Stephen Muecke
much worse than what we went through with the stock market,” he says. “Higher infla- 2019 Rank: 1 Team Assets (bil): $3.5
tion will cream bonds.” Key Advisors: Jeff Erdmann, Rob Giannetti, Mark
Neuberger Berman’s Stephanie Stiefel, meanwhile, worries that debt created to fund Brookfield 10. Capitol Wealth Management Group
the U.S. disaster-relief efforts will lead to a ratings downgrade like the one that oc- Team Assets (bil): $9.7 Washington, D.C.
Firm: Morgan Stanley PWM
curred in 2011. She sees opportunities to upgrade stock portfolios “because everything’s
3. Westmoreland Group 2019 Rank: 35
getting marked down.” But she cautions that investors must focus on individual compa-
Atlanta Key Advisors: Marvin McIntyre, A.J. Fechter,
nies within resilient sectors like tech, paying close attention to their balance sheets. David Gray
Firm: Merrill Private Wealth Management
2019 Rank: 2 Team Assets (bil): $4
The market plunge underlines the need for ample liquid holdings in household port-
Key Advisor: Rod Westmoreland
folios so there’s no need to dump stocks when they’re down. Burish, for example, recom- Team Assets (bil): $6.2 11. Freides Kanigher Westerman Group
mends clients have enough to live on for two years without touching their investments. Los Angeles
The current downturn is unique in the extent to which Americans are being flooded 4. Team Global Firm: UBS Private Wealth Management
with updates about the spread of coronavirus and its effect on the economy, yet with New York 2019 Rank: 6
many mixed signals. “People are getting lots of information and no clarity,” says Firm: Morgan Stanley PWM Key Advisors: Drew Freides, Michael Kanigher,
Cassaday. That leaves advisors to curate the facts and restore perspective. 2019 Rank: 9 Steven Westerman
Stiefel, based in New York, learned from the mortgage meltdown that clients need Key Advisors: Ron Basu, Rachael Naylor, Team Assets (bil): $5.1
continual reassurance. “One of the big faults of the 2008 crisis was that everyone was Christopher Toomey
12. ViewPoint Partners
so shellshocked, trying to assess and make judgments,” she says. As Stiefel reaches out, New York
she’s finding that older clients are pretty calm; they’ve lived through past dramas and Firm: UBS Private Wealth Management
trust that they’ll be OK. Those who committed money recently, on the other hand, are 5. Polk Wealth Management Group
2019 Rank: N
New York
experiencing greater anxiety, she says. Key Advisors: Andrew Perry, Todd Perry,
Cassaday uses a timely simile to keep clients from fiddling with their investments. 2019 Rank: 5 Sharon Sager
“Your portfolio is like your face: Don’t touch it!” he says. “When markets inevitably Key Advisors: Lyon Polk, Deborah Montaperto Team Assets (bil): $7.7
decline, rebalance your portfolio but leave your money alone and let it percolate, Team Assets (bil): $27.3
because declines become recoveries.” 13. Griepp Team
San Francisco
Hefter has found himself giving pep talks not just to clients but to other advisors, as 6. Evelo/Singer/Sullivan Group
well. “My job is to mitigate their concerns by stressing a positive mental attitude,” he says. Cincinnati
2019 Rank: 18
Top advisors say they’re grateful for the email, texting, and videoconferencing tech- Firm: Merrill Private Wealth Management
Key Advisors: Troy Griepp, Robert Lesko,
nology that allows them to stay in contact with a sheltered-in-place clientele. On the 2019 Rank: 3
Richard Palmer
other hand, some advisors find themselves fielding a flood of emails and texts. “You’re Key Advisors: David Singer, Linnell Sullivan
definitely getting a communications overload,” says Chase, adding that he has asked to Team Assets (bil): $3.6
be taken off some group texts and emails. 14. Team 581
7. Pfeifler Team San Francisco
Meanwhile, the industry is getting a crash course in videoconferencing and working
New York Firm: Morgan Stanley PWM
remotely. “It’s our first rodeo, so we’ll be better at it next time,” says Burish. “The coun- Firm: Morgan Stanley PWM
try will be prepared for the next pandemic because we’ve seen now how, as a country, 2019 Rank: 11
2019 Rank: 20 Key Advisors: Shane Brisbin, Michael Baumer,
we were vulnerable.” Key Advisor: Brian Pfeifler Spencer Larson
Hefter, too, appreciates how 21st century technology has allowed his team to work Team Assets (bil): $13.7 Team Assets (bil): $4.3
remotely and safely. But he misses personal contact with clients and colleagues; nor-
mally, Hefter and his team sit in an open work area where they can instantly share 8. Family Wealth Group 15. Stackman Casriel Group
information. Videochats don’t quite measure up to in-person meetings with clients, New York New York
either. “We’d like to see our clients, and we can’t right now,” Hefter says. B Firm: Morgan Stanley PWM Firm: UBS Private Wealth Management
April 20, 2020 BARRON’S S5
In uncertain times,
no matter what tomorrow
holds, we remain invested
In Investors
In Optimism
In Guidance
In Security
In Kindness
In Service
In Clarity
In Your Needs
In Your Satisfaction
In Your Tomorrow
We remain invested in you.
©2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0320-0XNN) ADP110720-00
2020 Top 50 Private Wealth Teams

2019 Rank: 16 2019 Rank: 30 34. Cultra Wealth Management Group 43. O’Callaghan Thomas Group
Key Advisors: Scott Stackman, Lyle Casriel Key Advisor: Louis Chiavacci Chicago New York
Team Assets (bil): $4.2 Team Assets (bil): $3.6 Firm: William Blair Firm: J.P. Morgan Securites
2019 Rank: 42 2019 Rank: N
16. Private Executive Services 25. Fowler Bull Group Key Advisor: John Cultra Key Advisors: Colleen O’Callaghan,
New York Denver Team Assets (bil): $4.2 Norman Thomas
Firm: Merrill Private Wealth Management Firm: Morgan Stanley PWM Team Assets (bil): $2.1
2019 Rank: N 2019 Rank: 40 35. Team 566
Key Advisors: Andrew Kraus, Robert McGinty, Key Advisors: Shawn Fowler, Maxwell Bull Menlo Park, Calif. 44. Phil Scott Group
Jeffrey Bryan Team Assets (bil): $4 Firm: Morgan Stanley PWM Bellevue, Wash.
Team Assets (bil): $14.8 2019 Rank: N Firm: Merrill Lynch Wealth Management
26. TSG Wealth Management Key Advisors: Richard Petit, Tim Emanuels, 2019 Rank: 26
17. 545 Group Long Beach, Calif. Steve Ashley Key Advisor: Phil Scott
Menlo Park, Calif. Firm: Wells Fargo FiNet Team Assets (bil): $11.3 Team Assets (bil): $2.5
Firm: Morgan Stanley PWM 2019 Rank: 7
2019 Rank: 28 Key Advisor: Mark Schulten 36. Hansberger Group 45. Maidman Team
Key Advisors: Gregory Vaughan, Mark Douglass, Team Assets (bil): $3.6 Atlanta San Francisco
Jason Bogardus Firm: Morgan Stanley PWM Firm: First Republic Investment Management
Team Assets (bil): $24.8 27. Gray Team 2019 Rank: 24 2019 Rank: 31
Los Angeles Key Advisors: James Hansberger, Morton Levey Key Advisor: Dagny Maidman
18. Arbogast Breen Hobi Steiger Team Firm: Merrill Private Wealth Management Team Assets (bil): $2.1 Team Assets (bil): $3.1
San Francisco 2019 Rank: 47
Firm: Merrill Lynch Wealth Management Key Advisor: Eric Gray 37. Runia Group 46. Errico Partners
2019 Rank: N Team Assets (bil): $9.5 Provo, Utah New York
Key Advisors: Peter Arbogast, Michael J. Breen,
Firm: Merrill Private Wealth Management Firm: UBS Wealth Management
Craig Steiger 28. Dyer Team 2019 Rank: N 2019 Rank: N
Team Assets (bil): $15 New York
Key Advisor: Dane Runia Key Advisors: R. Christopher Errico,
19. Turnstone Wealth Management Team Assets (bil): $2.9 Adam Galaburda, Sean T. Kilduff
2019 Rank: N
New York Team Assets (bil): $2.4
Key Advisors: Rob Dyer, Matt Gatto
Firm: UBS Private Wealth Management 38. Perry Wealth Management
Team Assets (bil): $1.9 Indianapolis 47. Munster Freeman Group
2019 Rank: N
Key Advisors: Jeffrey Kobernick, Robert Sechan Firm: Morgan Stanley Wealth Management Bellevue, Wash.
29. Bhatia Group
Team Assets (bil): $3.8 2019 Rank: N Firm: Merrill Private Wealth Management
Chicago
Key Advisor: John Perry 2019 Rank: N
20. Kavallieratos Librett Team Team Assets (bil): $1.4 Key Advisors: Bruce Munster, David Freeman
2019 Rank: N
New York Team Assets (bil): $2
Key Advisor: Raj Bhatia

Firm: Morgan Stanley Wealth Management 39. Magrone Group
Team Assets (bil): $2
2019 Rank: N New York 48. Weil Group
Key Advisors: Nicholas Kavallieratos, 30. Bermont Carlin Group Firm: Merrill Private Wealth Management New York
Michael Librett 2019 Rank: 48 Firm: Merrill Private Wealth Management
Coral Gables, Fla.
Team Assets (bil): $8.7 Key Advisor: David Magrone 2019 Rank: N
2019 Rank: 17 Team Assets (bil): $3.5 Key Advisor: Noel Weil
21. Sawyer Group Key Advisors: Adam Carlin, Richard Bermont Team Assets (bil): $12.6
New York Team Assets (bil): $3.1
40. Katz Wealth Management
Firm: Morgan Stanley PWM New York 49. Cassaday & Company
2019 Rank: 33 31. Strachan Group Firm: UBS Wealth Management McLean, Va.
Key Advisor: Michael Sawyer Boston 2019 Rank: 15 Firm: Advisor Group
Team Assets (bil): $17.5 Firm: Morgan Stanley PWM Key Advisors: Jason Katz, Marc Green, 2019 Rank: 19
2019 Rank: 49 Kenji Yoshikawa Key Advisors: Stephan Cassaday, Chris Krell,
22. Rohr Group Key Advisor: Brian Strachan Team Assets (bil): $3 Justin Harris
Philadelphia Team Assets (bil): $3 Team Assets (bil): $3.2
Firm: Merrill Private Wealth Management 41. Nucleus Advisors
2019 Rank: 14 32. Halbfinger Group New York 50. Ellison Kibler & Associates
Key Advisor: Peter Rohr New York Firm: HighTower Columbia, S.C.
Team Assets (bil): $4.8 Firm: UBS Wealth Management 2019 Rank: N Firm: Merrill Lynch Wealth Management
2019 Rank: N Key Advisors: Jordan Waxman, 2019 Rank: N
23. Sharma Group Key Advisors: Martin Halbfinger, Clifford Stober, Richard Steinberg, Peter Byrne Key Advisors: John McCardell, Rick Migliore,
Boston Douglas Summer Team Assets (bil): $2.3 Bud Kibler
Firm: Merrill Private Wealth Management Team Assets (bil): $2.2 Team Assets (bil): $7
2019 Rank: N 42. Vinder Group N = Not ranked
Key Advisors: Raj Sharma, Christian Kemp 33. Chopra Group New York PWM = Private Wealth Management
Team Assets (bil): $7.4 San Francisco Firm: Morgan Stanley PWM
Firm: Merrill Private Wealth Management 2019 Rank: 50
24. Chiavacci Group 2019 Rank: N Key Advisor: Ron Vinder
Coral Gables, Fla. Key Advisor: Ash Chopra Team Assets (bil): $7.8
Firm: Merrill Private Wealth Management Team Assets (bil): $3
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solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com. Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under license. The award is based on a review of risk-adjusted performance of 33 companies for 2020.
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not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisors.
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Nuveen at 800.752.8700 or visit nuveen.com.
Nuveen Securities, LLC, member FINRA and SIPC. 11747_0320 GAD-1134692CR-W0420X
The Covid-19 pandemic has forced everyone to work differently,

T O P P R I VAT E W E A LT H T E A M S including Barron’s. To ensure the safety of the subjects and
photographers, all portraits were directed and captured via
videoconferencing software. Photography by David Vintiner
David Singer, left, Linnell Sullivan, and Joseph Evelo, partners at Merrill Lynch’s Evelo/Singer/Sullivan Group
A Steady Presence health. Many of our clients who are business

owners—car dealers, builders, owners of restau-
rants or sports teams—worry about liquidity. For
For Precarious Times

those, we revisit our asset-allocation strategy and
make tactical decisions on when to raise cash. We
look at the ability to set up lines of credit.
their attorneys and CPAs to initiate what’s called a What about your retired clients?
With an emphasis on teamwork, this Merrill Lynch grantor retained annuity trust. It requires six to Singer: Between their liquidity pool, their asset
group keeps investors focused on long-term goals seven teammates working together—educating the allocation, and cash flow from interest and divi-
client, creating a new account, having them sign dends, we like to see income needs covered for 10
By KAREN HUBE documents—and we executed it without meeting years. When you look at rolling rates of return
in person, all in 48 hours. over five years, markets can be negative. But over
T
he partners at Merrill Lynch’s Evelo/Singer/Sullivan Group in Cin- 10 years, there’s about a 98% probability that
cinnati saw the benefits of team-based advisory service long before How are you helping your clients navigate the markets have a positive return. We’re reminding
it became an industry trend. Founder Joseph Evelo, who hired co- coronavirus crisis? them about that now.
partners David Singer and Linnell Sullivan out of college in 1991 and Linnell Sullivan: This is the most important time
1989, respectively, emphasized teamwork from the start. for us as advisors to our clients. We sift through How are you investing now?
“We’ve had a long runway to perfect our team approach,” Sullivan says. the emotion, educate them. We get back to focus- Sullivan: We are rebalancing and have added
“A client isn’t your client or my client, but a client to all of us.” The partners, ing on a plan. We remind people that we don’t equities. Our emphasis is on high-quality large-
who include Kevin Bruegge, are part of a 22-person team that oversees look at the market as a casino—we are making cap companies with safe and growing cash flow.
$3.6 billion for clients with wealth ranging from $10 million to $1 billion. long-term investments in viable businesses. In alternatives, we invest in private equity and
Singer: It’s a very stressful period. The economy real estate for diversity and return opportunities.
Barron’s: How has social distancing affected your teamwork? is going to have the worst contraction we’ve seen
David Singer: In the past week, I’ve worked with three client families and in the postwar era, combined with concerns about Thank you both. B
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T O P P R I VAT E W E A LT H T E A M S
Ron Basu, left, and Christopher Toomey, Morgan Stanley Private Wealth Management’s Team Global
Finding Opportunities industry or risk. In others, it is tax liability—low

cost-basis stock, for example. One risk for founda-
tions and individuals is the continued correlation
As Markets Stumble
of assets. It used to be that there were greater
dispersions between stocks and bonds. With the
proliferation of passive strategies and aggressive
monetary stimulus, we are seeing these historical
Morgan Stanley’s Team Global is tapping the power the fixed-income space in high-quality companies relationships break down, leading to more risk
of alternative investments to offset market risks with great balance sheets. There’s going to be a across portfolios.
tremendous opportunity in credit—in particular One solution is to diversify into alternative strat-
distressed credit—as we get through phase one, egies and add structures that have less liquidity—
By KAREN HUBE which is the health crisis, and move to stage two, I know, that seems counterintuitive. Certain invest-
the economic crisis. ment opportunities require longer to exploit; more-
F
or partners Ron Basu, Rachael Naylor, and Christopher Toomey at liquid structures can cause managers to be forced
Morgan Stanley’s Team Global, having skin in the game is critical. “We You have up to 40% in alternative investments. sellers at exactly the wrong time.
invest alongside our clients, so we feel the pain and the gain,” Basu Has that hurt or helped as markets sank?
says. Launching the practice in 2008 with a focus on the needs of the Basu: We see opportunity for alpha generation in What are the key characteristics of your
ultrawealthy, the trio has built a team of 16 who oversee $7.4 billion in assets. alternatives. A large percentage of our multiman- clients and your team?
ager and multistrategy portfolios are doing excep- Basu: We’ve doubled in people, assets, and com-
Barron’s: Has the pullback prompted changes in how you’re investing? tionally well. plexity in the past five years. About 50% of our
Ron Basu: Our overall allocation hasn’t changed a whole lot, but we have clients are U.S. families and institutions and 50%
been buying the dips carefully. With regard to equities, we’ve been focused What kinds of risks do your clients face? are non-U.S. resident clients. Our team also has a
on quality global stocks. In fixed income, we’ve trimmed high-yield exposure Toomey: Many wealthy individuals have large global perspective. It’s like a mini United Nations.
over time [in favor of ] Treasuries and short-term investment grade. concentrated exposures. In some cases, it’s a
Christopher Toomey: With the pullback, there are great opportunities in private business with particular exposure to an Thank you both. B
THROUGH
DEPRESSIONS
AND RECESSIONS,
WE THRIVE.
Since 1922, we’ve not only survived through turbulent
markets—we’ve grown. Namely, by pursuing a

long-term investment philosophy, and fully supporting
our financial advisors and associates. All while
remaining one of the industry’s last privately held
partnerships, accountable only to our 7 million clients.
Meet the Edward Jones of now.
Visit edwardjones.com/knowmore
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Dallas, TX genetic information or any other basis prohibited by applicable law.
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T O P P R I VAT E W E A LT H T E A M S
for the client, we believe that investment income
will survive this crisis and give the clients peace
of mind.
It does seem to be a good time to be doing tax
swaps in taxable accounts and then be able to
have that tax deduction available in the future to
offset potential future capital gains. If you’ve got a
stock position, say, in one depressed energy com-
pany and you swap it with another, you have the
same industry exposure and you’ll be able to real-
ize a taxable loss in your portfolio that you can
use in the future at your discretion to offset capi-
tal gains. It’s a way to take advantage of the down-
turn in the market without ruining the long-term
structure of your portfolio.
How is your firm interacting with clients

during the coronavirus crisis?
Some of our advisors have been helping out older
clients, purchasing groceries, running errands.
Older clients tend to be shut in by themselves. So
we’ve been making a lot of outbound calls, not
necessarily to review the everyday movement of
their portfolio, but just checking in to see how
they’re feeling, what they’ve been doing, just
talking through their loneliness.
What are you doing for retired clients, in

particular?
When you build their portfolios, you typically

don’t build it so they have to tap into capital. You
build it so that income from their fixed income,
and from equity positions through dividends, is
Mark Schulten of TSG Wealth Management going to be sufficient to meet their cash needs.
What we try to do is get clients to focus on their
expected portfolio income and cash reserves, in-
stead of just making an emotional decision based
Leaning on Dividends
upon the value of their portfolio that day.
How has the firm grown over the years?
And Balance Sheets

Not only have we had the typical organic growth,
but also, over the past 20 years, we have pur-
chased 14 retiring advisors’ books of clients. The
advisor population is getting older. The business
over $100 million, and we have some clients with is getting more complex. It’s also very challenging
TSG Wealth Management is sticking with its tried- $250,000. to be a sole practitioner these days.
and-true strategy. Plus, helping with the groceries. No matter how much money they have, each
client has a different need in terms of their in- Have you changed your business structure
come, capital preservation, and long-term appre- over time?
By MATT MILLER ciation. I don’t think it’s really dependent upon We’ve added relationship managers, Certified
their brokerage or bank balance as much as it is Financial Planners, chartered financial analysts,
I
n 1984, Mark Schulten joined the advisory team that his father founded about their individual goals and objectives. It’s certified divorce financial analysts, insurance spe-
about two decades earlier. The group, now called TSG Wealth Manage- really client-specific rather than dollar amount. cialists, traders. Having a larger team does give us
ment, grew to be one of the largest at Wells Fargo Advisors before mi- the ability of specialists who have hands-on expe-
grating to Wells’ independent platform, FiNet, last year. As part of the Are you changing your broad allocations? rience with different client challenges.
move, the Long Beach, Calif.–based firm acquired new offices and invested Our focus, like most shops, is a balance of cash, We’ve actually created branches that have
over $250,000 in technology. That has proved to be a huge advantage when fixed income, and equity. Our equity focus contin- focuses depending on their location. Our original
Covid-19 hit, with so much business being conducted remotely and team ues to be on companies with strong balance sheets location in Long Beach is mostly focused on retir-
members working from home. TSG has $3.6 billion under management and and dividend growth. That hasn’t changed for ees and small-business owners. Beverly Hills
40 team members who serve some 2,000 clients. decades, and certainly not through this period. emphasizes the entertainment industry, and
Our recommendation to clients is that if we Reno, Nev., is built around the relocation of
Barron’s: A significant portion of your clientele isn’t part of the ultra- put this strategy together last year and we still Californians. Orange County is focused on NBA
high-net-worth crowd. Is your approach more egalitarian? believe in the strategy, there’s no reason to dis- athletes and other professional sports like golf.
Mark Schulten: Our book tends to have a little bit of everything. We don’t rupt it and make a lot of changes to it now. If
focus on billionaires; we don’t focus on small. We have some clients with we’ve built a portfolio to drive investment income Thanks, Mark. B
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I N S T I T U T I O N A L C O N S U LTA N T S
Trent Sanden, left, and Shawn Hintz of UBS Institutional Consulting Group Northwest
Calming the Big Dogs contributions.

The work may seem far removed from the
world of individual investing, but it isn’t. These
In a Time of Stress
consultancies provide windows into what should
be, for all investors, a methodical and analytical
approach to investment decisions, especially dur-
ing crises and periods of financial volatility. Their
UBS IC Group Northwest is one of the coun- experiences during this pandemic show that even
These pros help companies and institutions “thread try’s top-ranked institutional consultants, servic- institutional investors, overseeing billions of dol-
the needle” between short- and long-term goals ing 125 institutions with $29.8 billion under man- lars of assets, aren’t immune to emotional reac-
agement. Other leaders in this elite group are tions in times of great stress.
Graystone Consulting, Merrill Lynch’s Global In- For UBS IC Group Northwest, one of the thorn-
By MATT MILLER stitutional Consulting, and Captrust Financial iest questions from clients these days is whether
Advisors, an independent. they should suspend company matching contribu-
L
ike all financial advisors these days, teams at UBS Institutional These firms provide fee-based services to par- tions to retirement plans. What are the conse-
Consulting Group Northwest have been swamped with phone calls as ticipant-directed plans such as 401(k)s, and to quences, both intended and unintended? Clients
the pandemic spreads. They’re fielding client questions about every- committee-directed pools of money including need help to “walk through the scenarios and un-
thing from global economics and politics to the fine print on last defined-benefit pension plans, corporate reserves, derstand, so that they can go back and report to
month’s $2 trillion Coronavirus Aid, Relief, and Economic Security Act. foundations, philanthropies, endowments, and their management what the choices are and what
The financial dislocation triggered by the Covid-19 crisis “hasn’t been easy family offices. the effects of those choices are,” says Shawn
on anybody, but it’s easier when you have a committee with a very disci- Institutional consultancies like the UBS North- Hintz, the Northwest team’s co-head. These are
plined process that they’ve been following,” says Trent Sanden, co-head of west group help clients build investment frame- tough decisions, Sanden adds: “Would partici-
UBS IC Group Northwest, based in Seattle. works. They provide guidance and due diligence pants rather have a matching contribution or
“It’s going above and beyond just the request that you would typically see, on investment strategies, investment managers, would they rather have a paycheck?”
which is, ‘Tell me how I should be managing my portfolio today,’ ” says Abe asset classes, and risk management. And they The crisis accentuates the need for investment
Puerto, head of consulting program management at UBS Global Wealth offer fiduciary services, such as reporting aggre- discipline, something that institutional consul-
Management. gation and guidance on best practices and plan tants constantly preach. But even institutions
sometimes push back. Some clients have asked

the UBS IC Group Northwest, for example, if they 2020 Top 50 Institutional
Consulting Teams
should rebalance halfway back to target or change
plan allocations altogether, Hintz says.
“If there’s ever a time to have rigor, it’s not in
the good times when things just move along. It’s
in these bad times,” says Hintz. Investment rigor
“eliminates any emotion. It eliminates any Our annual ranking of teams that specialize in advising companies and large organizations,
randomness or arbitrary decision making. And it such as pension funds, endowments, and foundations
keeps everybody on the same page and focused on
the long-term goals.” 1. DiMeo Schneider Key Advisors: John Longo, Kenneth Yager, Raleigh, N.C.
Chicago Greg Hummer Parent Company: Morgan Stanley
An institution’s investing strategy is cemented Parent Company: Independent Team IC Assets (bil): $17.2 2019 Rank: N
through an investment policy statement, designed 2019 Rank: N Key Advisors: Robert Morris, Lee Morris, Josh Uthe
to be followed no matter what is happening in the Key Advisors: Robert DiMeo, Mark Wetzel, 10. CBIZ Investment Advisory Services Team IC Assets (bil): $5.8
Doug Balsam Cleveland
market. It “allows for some level of consistency Parent Company: Independent 20. Francis Investment Counsel
Team IC Assets (bil): $198
regardless of the environment,” says Michael 2019 Rank: N Brookfield, Wis.
Barry, head of UBS Workplace Wealth Services. 2. Portfolio Evaluations Key Advisors: Brian Dean, Robert Longfield, Parent Company: Independent
Warren, N.J. Anna Rathbun 2019 Rank: 13
A long-term financial plan is just as necessary— Parent Company: Independent Team IC Assets (bil): $43.4 Key Advisors: Michael Francis, Kelli Send,
and comforting—for an individual investor as it is 2019 Rank: N Clifford Dunteman
for an institution, Barry emphasizes. He points to Key Advisors: Michael Sasso, Richard Torbinski, 11. Captrust Team Schott Team IC Assets (bil): $9.5
Attila Toth Hollywood, Fla.
recent UBS research on investor sentiment that Parent Company: Captrust 21. Captrust Team Schmitt
Team IC Assets (bil): $77.8
showed a 26 percentage-point gap between the 2019 Rank: 3 Richmond, Va.
confidence levels of individuals who have 3. UBS Institutional Consulting, Atlanta Key Advisor: Stephen Schott Parent Company: Captrust
Atlanta Team IC Assets (bil): $15.6 2019 Rank: 15
financial plans versus those who don’t. Key Advisor: Barron V. Schmitt
Parent Company: UBS Wealth Management
This period of extreme volatility also shows the 2019 Rank: 1 12. Private Asset Management Team IC Assets (bil): $62.9
benefits of asset diversification, a foundation of Key Advisors: Earle Dodd, Allen Wright, Ray Vuicich Milwaukee
Team IC Assets (bil): $19 Parent Company: Robert W. Baird 22. Graystone Consulting,
the typical institutional investment approach. 2019 Rank: 29 The Messner Group
“Diversification has historically led to better risk- 4. Graystone Consulting, Key Advisors: Michael G. Klein, Philip C. Dallman Birmingham, Mich.
adjusted returns. It reveals its value over a longer The Detterick Group Team IC Assets (bil): $8.4 Parent Company: Morgan Stanley
2019 Rank: 8
period of time,” says Eileen Pickard, head of New York

Parent Company: Morgan Stanley 13. Retirement Benefits Group Key Advisors: William Messner, John Krakowiak,
global institutional consulting at Bank of 2019 Rank: 9 San Diego Jason May
America. “Chasing short-term performance is Key Advisors: Jim Detterick, Ryan Lewis, Parent Company: Independent Team IC Assets (bil): $8.5
Mark Maizel 2019 Rank: N
usually what compromises you.” Key Advisors: Darrell Alford, Michael Castner, 23. Captrust Team Stanicek
Diversification may itself get a redesign in light David Utter Raleigh, N.C.
of the current crisis and resulting action by the 5. Graystone Consulting, Team IC Assets (bil): $13.3 Parent Company: Captrust
Stephans Van Liew Oiler Group 2019 Rank: 18
Federal Reserve, says Jodie Gunzberg, chief 14. Captrust Team Esch Key Advisor: Jason Stanicek
Chicago
investment strategist at Morgan Stanley’s Parent Company: Morgan Stanley Minneapolis Team IC Assets (bil): $27.7
Graystone Consulting. “There are a number of 2019 Rank: 2 Parent Company: Captrust
2019 Rank: 7 24. Captrust Team Strickland
asset classes that are good for diversification and Key Advisors: Kristina Van Liew, Linda Stephans,
Key Advisor: Dan Esch Raleigh, N.C.
Erik Oiler
inflation protection,” she says, and rather than Team IC Assets (bil): $8.1 Team IC Assets (bil): $24.6 Parent Company: Captrust
treat them individually, they could be put together 2019 Rank: 17
6. Cook Street Consulting 15. Graystone Consulting, Metropolitan D.C. Key Advisor: Jon Strickland
as an asset class. “There are a lot of different ways Potomac, Md. Team IC Assets (bil): $24.1
Greenwood Village, Colo.
to define asset classes. But one way to look at it is Parent Company: Independent Parent Company: Morgan Stanley
by risk characteristics,” Gunzberg says. 2019 Rank: 4 25. Captrust Team Atlanta Perimeter
2019 Rank: N
Key Advisors: Robert S. Scherer, Dean J. Eisen, Alpharetta, Ga.
Not that institutional investors can breathe any Key Advisors: Sean M. Waters, Karen M. Robinson,
Ross P. Charkatz Parent Company: Captrust
Lindsey C. Levison
easier than the rest of us. The plunge in equities Team IC Assets (bil): $7.2 2019 Rank: N
has triggered the need to rebalance asset classes Key Advisors: Philly Jones, Evan Melcher, Zack
16. Captrust Team Dallas Sadler
among some portfolios. A few institutions are be- 7. Graystone Consulting,
Dallas Team IC Assets (bil): $13.2
The Dobbs Group
ing forced to draw on funds to support cash flow. Indianapolis
Parent Company: Captrust
“Many of these institutional clients have liability 2019 Rank: N 26. Graystone Consulting, The Parks Group
Parent Company: Morgan Stanley
Key Advisors: John Pickett, Travis Whitten Milwaukee
needs and cash-flow needs,” says Jim Tracy, head of 2019 Rank: 6
Team IC Assets (bil): $30.2 Parent Company: Morgan Stanley
Graystone Consulting. “All of this needs to be Key Advisors: Craig Dobbs, Matthew Viars, 2019 Rank: 23
Franco Piarulli 17. Graystone Consulting, Houston Key Advisors: Thomas Parks, Edgar Mooney,
measured and assessed for them to make the right Team IC Assets (bil): $31 Houston Tricia Uttech
fiduciary responses for the institutions that they Parent Company: Morgan Stanley Team IC Assets (bil): $6.5
represent.” Tracy calls it “threading the needle” 8. Graystone Consulting,
2019 Rank: 14
The StennerZohny Group 27. Strategic Retirement Group
between short-term needs and longer-term goals— Key Advisor: John W. Granger II
San Francisco White Plains, N.Y.
something that individual investors surely can Parent Company: Morgan Stanley Parent Company: Independent
relate to. 2019 Rank: 27 18. Captrust Team Allentown 2019 Rank: 39
Key Advisors: Thane Stenner, Youssef Zohny, Allentown, Pa. Key Advisors: David S. Hinderstein, Daniel R. Ca-
Consultants have to provide advice and Simon Jochlin Parent Company: Captrust sella
guidance on how to navigate these treacherous Team IC Assets (bil): $18.5 2019 Rank: 34 Team IC Assets (bil): $10
waters, while they are themselves trying to come Key Advisors: Jim Edwards, Wes Schantz,
9. Graystone Consulting, Jeff Loehwing 28. Graystone Consulting, Wyomissing
to grips with the current unpredictability. The Longo Group Team IC Assets (bil): $24.8 Wyomissing, Pa.
“There’s no playbook for dealing with these types New York Parent Company: Morgan Stanley
of unprecedented changes in the marketplace,” Parent Company: Morgan Stanley 19. Graystone Consulting, 2019 Rank: 10
2019 Rank: 5 Raleigh / Wichita / Dallas Key Advisors: Harry Herb, Thomas Schatzman,
says Tracy. B
Scott Davis 2019 Rank: 33

Team IC Assets (bil): $13.3 Key Advisor: Edward A. Schwartz
29. UBS Institutional Consulting, NW
Seattle 41. Captrust Team Strodel
Parent Company: UBS Private Wealth Management Charlotte, N.C.
2019 Rank: 20 Parent Company: Captrust
Key Advisors: Shawn Hintz, Trent Sanden 2019 Rank: 46
STAY CALM IN A
Team IC Assets (bil): $29.8 Key Advisor: James W. Strodel
Team IC Assets (bil): $64
30. Mason Investment Advisory Services
42. Global Institutional Consulting,
TURBULENT WORLD
Reston, Va.
Parent Company: Independent The Gsell Group
2019 Rank: N Iselin, N.J.
Key Advisor: Scott George Parent Company: Bank of America
Team IC Assets (bil): $4.7 2019 Rank: 28
Key Advisor: Goran Bojovski
31. Compass Financial Partners Team IC Assets (bil): $12
Greensboro, N.C.
Parent Company: LPL Financial 43. Cornerstone Advisors
2019 Rank: 24 Asset Management
Key Advisors: Kathleen Kelly, George Hoyle Bethlehem, Pa.
Team IC Assets (bil): $13.5 Parent Company: Independent
2019 Rank: 43
32. Legacy Strategic Asset Management Key Advisors: Malcolm Cowen II, Thomas Scalici,
Hudson, Ohio Christopher McKinley
Parent Company: Wells Fargo Advisors Team IC Assets (bil): $5.4
2019 Rank: 19
Key Advisors: James Barsella, Douglas Krapf, 44. Graystone Consulting,
Matthew Shannon The Palo Alto Group
Team IC Assets (bil): $6.7 Palo Alto
33. Graystone Consulting, Chicago NW 2019 Rank: 42
Barrington, Ill. Key Advisors: Timothy Skelly, Mark Curtis, Joe Vollono
Parent Company: Morgan Stanley Team IC Assets (bil): $3.7
2019 Rank: 21
Key Advisors: George Cook, Carl Viard, Mary Tomanek 45. Graystone Consulting, Tampa
Team IC Assets (bil): $6.2 Tampa, Fla.
34. Sheridan Road Financial
2019 Rank: 37
Northbrook, Ill. Key Advisors: David A. Wheeler, Adam H. Palmer,
Parent Company: HUB Retirement & Private Wealth A. Scott Owens
2019 Rank: 11 Team IC Assets (bil): $6
FLYT
Key Advisors: Jim O’Shaughnessy, Daniel Bryant
Team IC Assets (bil): $13.9 46. Graystone Consulting, The Glading Group
35. Graystone Consulting,
Florham Park, N.J. Flight to Safety Strategy ETF
Columbus / Grand Rapids 2019 Rank: N
Columbus, Ohio Key Advisors: Brent Glading, Tom Ferrara
Parent Company: Morgan Stanley Team IC Assets (bil): $7.6
2019 Rank: 16
Key Advisors: Michael Rosloniec, Jennifer Hamant, 47. Eisen-Sessa Institutional Call 646-846-7370 or go to
Cheryl Carpenter Consulting Group Direxion.com/FLYT
Team IC Assets (bil): $5.3 Philadelphia
Parent Company: UBS Wealth Management
36. Optimal Service Group 2019 Rank: 38
Williamsburg, Va. Key Advisors: David Eisen, Charles E. Sessa Jr.,
Parent Company: Wells Fargo Advisors Brian Kelley
An investor should carefully consider a Fund’s investment objective, risks,
2019 Rank: 22 Team IC Assets (bil): $13.2 charges, and expenses before investing. A Fund’s prospectus and summary
Key Advisor: Joseph M. Montgomery prospectus contain this and other information about the Direxion Shares.
Team IC Assets (bil): $15.7 48. Graystone Consulting, To obtain a Fund’s prospectus and summary prospectus call 646-846-7370 or visit
Pittsburgh / Cleveland our website at direxion.com. A Fund’s prospectus and summary prospectus should
37. Kikawa Goeas Group Sewickley, Pa.
Honolulu Parent Company: Morgan Stanley be read carefully before investing.
Parent Company: Raymond James 2019 Rank: 48
2019 Rank: 41 The Direxion Flight to Safety Strategy ETF is an actively managed ETF that does not seek to
Key Advisors: Greg Simakas, Todd Simakas,
Key Advisors: Ronald Kikawa, Larry Goeas Anthony Smulski
replicate the performance of a specified index and is not required to invest in the specific
Team IC Assets (bil): $4.5 Team IC Assets (bil): $3.8 components of its benchmark index.
38. Advanced Research 49. Captrust Team Wilt Risks - An investment in the Fund involves risk, including the possible loss of principal. There are risks
Investment Solutions Akron, Ohio associated with the Fund’s investment in gold, U.S treasury bonds, and utility stocks. The value of gold
Los Angeles Parent Company: Captrust has historically experienced extended periods of flat or declining prices in addition to sharp fluctua-
Parent Company: Independent 2019 Rank: 26
2019 Rank: 30 tions, which may result in significant volatility and potential losses to the Fund. A security backed by the
Key Advisor: Steve Wilt
Key Advisors: Alex Shahidi, Damien Bisserier Team IC Assets (bil): $9.1
U.S. Treasury or the full faith and credit of the United States is guaranteed only as to the timely payment
Team IC Assets (bil): $11.4 of interest and principal when held to maturity. The market prices for such securities are not guaran-
50. Graystone Consulting, teed and will fluctuate. Utility companies are affected by supply and demand, operating costs, govern-
39. Captrust Team Eskamani The Whitney Group
Raleigh, N.C. ment regulation, environmental factors, liabilities for environmental damage and general liabilities, and
Chicago
Parent Company: Captrust Parent Company: Morgan Stanley
rate caps or rate changes. Additional risks of the Fund include, but are not limited to Commodity-Linked
2019 Rank: N 2019 Rank: N Derivatives Risk, Counterparty Risk, Cash Transaction Risk, Other Investment Companies (including
Key Advisor: Shaun Eskamani Key Advisors: James Whitney, Michael Sakach, ETFs) Risk, Subsidiary Investment Risk, Interest Rate Risk, and Tax Risk. Please see the summary and
Team IC Assets (bil): $16.1 Mary DiChristofano full prospectuses for a more complete description of these and other risks of the Fund.
40. Schwartz & Co. Team IC Assets (bil): $2.4
Distributor: Foreside Funds Services, LLC
Bloomfield Hills, Mich. N = Not ranked
Parent Company: Independent
2020 Top 100 Financial Advisors

The 17th edition of our annual Top 100 is based on quantitative and qualitative measures, including advisors’ assets
and revenue, their regulatory records, and more
1. Lyon Polk 7. Karen McDonald 13. Jon Goldstein 19. John Cultra Client Types: Retail, HNW, UHNW,
Morgan Stanley PWM, New York Morgan Stanley Wealth Management, First Republic Investment William Blair, Chicago Foundations
2019 Rank: 1 Palo Alto Management, Menlo Park, Calif. 2019 Rank: 38 Team Total Assets (mil): $9,916
Client Types: UHNW, Foundations 2019 Rank: 6 2019 Rank: 29 Client Types: HNW, UHNW, Typical Account Size (mil): $50
Team Total Assets (mil): $27,250 Client Types: Retail, HNW, UHNW, Client Types: HNW, UHNW Foundations Typical Net Worth (mil): $50
Typical Account Size (mil): $50 Institutional Team Total Assets (mil): $10,604 Team Total Assets (mil): $4,201
Typical Net Worth (mil): $150 Team Total Assets (mil): $78,963 Typical Account Size (mil): $50 Typical Account Size (mil): $18 26. Paul Tashima
Typical Account Size (mil): $3 Typical Net Worth (mil): $100 Typical Net Worth (mil): $30 UBS Wealth Management, Chicago
2. Gregory Vaughan Typical Net Worth (mil): $10 2019 Rank: 10
Morgan Stanley PWM, Menlo Park, 14. Kevin Peters 20. Peter Princi Client Types: HNW, Foundations,
Calif. 8. Jeff Erdmann Morgan Stanley Wealth Management, Morgan Stanley Graystone, Boston Institutional
2019 Rank: 2 Merrill Private Wealth Management, Purchase, N.Y. 2019 Rank: 18 Team Total Assets (mil): $22,387
Client Types: HNW, UHNW, Greenwich, Conn. 2019 Rank: 12 Client Types: HNW, UHNW, Typical Account Size (mil): $80
Foundations, Endowments 2019 Rank: 7 Client Types: HNW, UHNW, Foundations, Endowments, Typical Net Worth (mil): $100
Team Total Assets (mil): $24,765 Client Type: UHNW Foundations, Institutional Institutional
Team Total Assets (mil): $7,278 Team Total Assets (mil): $6,950 27. Ron Vinder
Typical Account Size (mil): $75 Team Total Assets (mil): $9,713
Typical Account Size (mil): $10 Morgan Stanley PWM, New York
Typical Net Worth (mil): $150 Typical Account Size (mil): $40 Typical Account Size (mil): $16
Typical Net Worth (mil): $25 2019 Rank: 24
Typical Net Worth (mil): $60 Typical Net Worth (mil): $42
3. Andy Chase Client Types: UHNW, Foundations
Morgan Stanley PWM, 9. Mark Douglasss 15. Mark Schulten 21. Drew Zager Team Total Assets (mil): $7,752
Morgan Stanley PWM, Los Angeles Typical Account Size (mil): $50
Menlo Park, Calif. Morgan Stanley PWM, TSG Wealth Management,

Long Beach, Calif. 2019 Rank: 20 Typical Net Worth (mil): $200
2019 Rank: 3 Menlo Park, Calif.
2019 Rank: 17 Client Type: UHNW
Client Types: Retail, HNW, UHNW, 2019 Rank: 9
Team Total Assets (mil): $12,967 28. Ed Moldaver
Institutional Client Types: HNW, UHNW, Client Types: Retail, HNW, UHNW,
Typical Account Size (mil): $60 Stifel, New York
Team Total Assets (mil): $45,968 Foundations, Endowments Institutional
Typical Account Size (mil): $10 Team Total Assets (mil): $24,765 Team Total Assets (mil): $3,573
Client Types: Retail, HNW, UHNW
Typical Net Worth (mil): $30 Typical Account Size (mil): $75 Typical Account Size (mil): $4
22. Seth Finkel Team Total Assets (mil): $6,600
Neuberger Berman, New York Typical Account Size (mil): $10
4. Mark T. Curtis
16. Raj Sharma 2019 Rank: 23 Typical Net Worth (mil): $20
Morgan Stanley Graystone, Palo Alto 10. Ron Basu
Merrill Private Wealth Management, Client Types: HNW, UHNW,
2019 Rank: 4 Morgan Stanley PWM, New York 29. Stephanie J. Stiefel
Boston Institutional
Client Types: Retail, HNW, UHNW, 2019 Rank: 14 Neuberger Berman, New York
2019 Rank: 21 Team Total Assets (mil): $3,089
Foundations, Endowments, Client Types: UHNW, Foundations, 2019 Rank: 33
Client Types: HNW, UHNW Typical Account Size (mil): $10
Institutional Institutional Typical Net Worth (mil): $20 Client Types: HNW, UHNW,
Team Total Assets (mil): $116,999 Team Total Assets (mil): $7,433 Team Total Assets (mil): $7,381
Institutional
Typical Account Size (mil): $15 Typical Account Size (mil): $50 Typical Account Size (mil): $10
23. Dorian McKelvy Team Total Assets (mil): $2,756
Typical Net Worth (mil): $30 Typical Net Worth (mil): $100 Typical Net Worth (mil): $15
Morgan Stanley PWM, Typical Account Size (mil): $15
17. Michael Klein Menlo Park, Calif. Typical Net Worth (mil): $45
5. Brian Pfeifler 11. Rod Westmoreland 2019 Rank: 45
Morgan Stanley PWM, New York Merrill Private Wealth Management, Baird, Milwaukee
Client Types: Retail, HNW, UHNW 30. Andrew Burish
2019 Rank: 5 Atlanta 2019 Rank: 15
Team Total Assets (mil): $7,645 UBS Wealth Management,
Client Types: HNW, UHNW, 2019 Rank: 25 Client Types: Retail, HNW, UHNW,
Typical Account Size (mil): $2.5 Madison, Wis.
Foundations, Endowments Client Types: HNW, UHNW Foundations, Endowments,
Team Total Assets (mil): $13,700 Team Total Assets (mil): $6,208 Institutional Client Types: Retail, HNW, UHNW
Typical Account Size (mil): $50 Typical Account Size (mil): $40 Team Total Assets (mil): $12,920 24. Alan Whitman Team Total Assets (mil): $3,591
Typical Net Worth (mil): $100 Typical Net Worth (mil): $50 Typical Account Size (mil): $27 Morgan Stanley Wealth Management, Typical Account Size (mil): $2
Typical Net Worth (mil): $35 Pasadena, Calif. Typical Net Worth (mil): $3
6. Richard Saperstein 12. Marvin McIntyre 2019 Rank: 36
18. Steven Hefter 31. Paul Tramontano
Treasury Partners, New York Morgan Stanley PWM, Client Types: Retail, HNW, UHNW
Wells Fargo Advisors, First Republic Investment
2019 Rank: 11 Washington, D.C. Team Total Assets (mil): $3,102
Highland Park, Ill. Management, Greenwich, Conn.
Client Types: HNW, UHNW, 2019 Rank: 13 Typical Account Size (mil): $5
2019 Rank: 16 2019 Rank: 48
Institutional Client Types: Retail, HNW, UHNW Typical Net Worth (mil): $15
Client Types: HNW, UHNW Client Types: UHNW, Foundations
Team Total Assets (mil): $16,250 Team Total Assets (mil): $3,951
Team Total Assets (mil): $5,813 25. Troy Griepp Team Total Assets (mil): $10,604
Typical Account Size (mil): $25 Typical Account Size (mil): $8.5
Typical Account Size (mil): $15 Morgan Stanley PWM, San Francisco Typical Account Size (mil): $40
Typical Net Worth (mil): $20 2019 Rank: 35 Typical Net Worth (mil): $100
Exceptional times
call for exceptional advice

Congratulations to our UBS colleagues for giving
clients strong guidance in uncertain times

We salute our honored Financial Advisors and Institutional Consultants named to Barron’s
2020 Top 100 Financial Advisors and

No matter what
lies ahead, our unwavering commitment is to help clients pursue what’s most important—
for today, tomorrow and for generations to come.
ubs.com/fs
Barron’s Top 100 Financial Advisors is based on assets under management, revenue and quality of practices. Investment performance isn’t an explicit component because not all
advisors have audited results. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results. Barron’s

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It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products
"

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© UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. Expiration: 3/31/21. Review Code: IS2001586. 2020-231809
32. Scott Wilson Blue Bell, Pa. Typical Account Size (mil): $50 Team Total Assets (mil): $3,627 60. Jason Katz
Morgan Stanley PWM, New York 2019 Rank: N Typical Net Worth (mil): $75 Typical Account Size (mil): $35 UBS Wealth Management, New York
2019 Rank: 44 Client Types: HNW, UHNW Typical Net Worth (mil): $75 2019 Rank: 66
Client Types: HNW, UHNW Team Total Assets (mil): $5,270 46. R. Christopher Errico Client Types: Retail, HNW, UHNW
Team Total Assets (mil): $6,925 Typical Account Size (mil): $7.5 UBS Wealth Management, New York 53. Noel Weil Team Total Assets (mil): $3,011
Typical Account Size (mil): $15 Typical Net Worth (mil): $10 2019 Rank: 50 Merrill Private Wealth Management, Typical Account Size (mil): $5
Typical Net Worth (mil): $40 Client Types: HNW, UHNW New York
Typical Net Worth (mil): $15
40. Dagny Maidman Team Total Assets (mil): $2,392 2019 Rank: 64
33. Thomas Moran First Republic Investment Typical Account Size (mil): $10 Client Types: HNW, UHNW, 61. Drew Freides
Moran Wealth Management, Management, San Francisco Typical Net Worth (mil): $50 Foundations UBS Private Wealth Management,
Naples, Fla. 2019 Rank: 96 Team Total Assets (mil): $12,599 Los Angeles
2019 Rank: 30 Client Types: HNW, UHNW 47. Chad Evans Typical Account Size (mil): $25 2019 Rank: 69
Client Types: Retail, HNW, UHNW, Team Total Assets (mil): $3,100 Morgan Stanley Wealth Management, Typical Net Worth (mil): $50 Client Types: UHNW, Foundations
Institutional Typical Account Size (mil): $35 Newport Beach, Calif.
2019 Rank: 65 54. Rich Hassan Team Total Assets (mil): $5,060
Team Total Assets (mil): $3,296 Typical Net Worth (mil): $500 Typical Account Size (mil): $35
Typical Account Size (mil): $5 Client Type: Institutional Alex. Brown | Raymond James,
Team Total Assets (mil): $15,388 Greenwich, Conn. Typical Net Worth (mil): $50
Typical Net Worth (mil): $25 41. Phil Scott
Merrill Lynch Wealth Management, Typical Account Size (mil): $300 2019 Rank: 49
62. Gillian Yu
34. Deborah Montaperto Bellevue, Wash. Typical Net Worth (mil): $1,000 Client Types: HNW, UHNW
Morgan Stanley PWM, San Francisco
Morgan Stanley PWM, New York 2019 Rank: 58 Team Total Assets (mil): $5,800
48. Kevin Grimes 2019 Rank: 56
2019 Rank: 95 Client Types: HNW, UHNW Typical Account Size (mil): $51
Grimes & Company, Client Type: UHNW
Client Types: UHNW, Foundations Team Total Assets (mil): $2,468 Typical Net Worth (mil): $100
Westborough, Mass. Team Total Assets (mil): $6,500
Team Total Assets (mil): $27,250 Typical Account Size (mil): $5
2019 Rank: 63 55. Thomas Wilson Typical Account Size (mil): $50
Typical Account Size (mil): $50 Typical Net Worth (mil): $20
Typical Net Worth (mil): $150 Client Types: Retail, HNW, UHNW William Blair, Chicago Typical Net Worth (mil): $100
42. Joseph Montgomery Team Total Assets (mil): $2,900 2019 Rank: 80
35. Robert Stolar Typical Account Size (mil): $3 Client Types: HNW, UHNW 63. Andrew Griffo
Optimal Service Group of Wells
Morgan Stanley PWM, New York Typical Net Worth (mil): $10 Team Total Assets (mil): $2,632 Morgan Stanley Wealth Management,
Fargo Advisors, Williamsburg, Va.
2019 Rank: 40 Typical Account Size (mil): $10 Chicago
2019 Rank: 42
Client Types: UHNW, Foundations 49. Jonathan Kuttin Typical Net Worth (mil): $15 2019 Rank: 70
Client Types: Retail, HNW, UHNW,
Team Total Assets (mil): $3,150 Ameriprise Financial, Hauppauge, N.Y. Client Types: HNW, UHNW,
Foundations, Endowments,
Typical Account Size (mil): $50 2019 Rank: 100 56. Brian Strachan Institutional
Institutional
Typical Net Worth (mil): $75 Client Types: Retail, HNW, UHNW Morgan Stanley PWM, Boston Team Total Assets (mil): $10,203
Team Total Assets (mil): $17,044
Team Total Assets (mil): $2,829 2019 Rank: 68 Typical Account Size (mil): $10
Typical Account Size (mil): $7
36. Eric Gray Typical Account Size (mil): $1 Client Types: HNW, UHNW, Typical Net Worth (mil): $20
Merrill Private Wealth Management, Typical Net Worth (mil): $4 Foundations
Los Angeles 43. Wm. Craig Dobbs Team Total Assets (mil): $2,975 64. Michael Gallagher
2019 Rank: 31 50. Robert Scherer Typical Account Size (mil): $10 Morgan Stanley Wealth Management,
Morgan Stanley Graystone, Morgan Stanley Graystone,
Client Type: UHNW Indianapolis Typical Net Worth (mil): $18 Chicago
Team Total Assets (mil): $9,503 Potomac, Md. 2019 Rank: 92
2019 Rank: 39 2019 Rank: 51 57. Richard Szelc
Typical Account Size (mil): $60 Client Type: Institutional Client Types: Retail, HNW, UHNW,
Typical Net Worth (mil): $80 Client Types: HNW, UHNW, Neuberger Berman, Dallas Institutional
Team Total Assets (mil): $31,095 Foundations, Endowments, 2019 Rank: 54
Typical Account Size (mil): $188 Team Total Assets (mil): $10,217
37. Jim Detterick Institutional Client Types: HNW, UHNW
Typical Net Worth (mil): $238 Typical Account Size (mil): $1.5
Morgan Stanley Graystone, New York Team Total Assets (mil): $9,500 Team Total Assets (mil): $1,895
2019 Rank: 37 Typical Account Size (mil): $25 Typical Account Size (mil): $13
44. Richard F. Connolly
Client Types: HNW, UHNW, Typical Net Worth (mil): $25 Typical Net Worth (mil): $25 65. Michael Sawyer
Morgan Stanley PWM, Boston
Institutional Morgan Stanley PWM, New York
2019 Rank: 43 51. Reza Zafari 58. William Peterson
Team Total Assets (mil): $21,003 2019 Rank: 57
Client Types: Retail, HNW, UHNW, Merrill Private Wealth Management, Neuberger Berman, New York
Typical Account Size (mil): $5 Client Type: UHNW
Foundations, Endowments, Los Angeles 2019 Rank: 53
Typical Net Worth (mil): $10 Team Total Assets (mil): $17,464
Institutional 2019 Rank: 88 Client Types: HNW, UHNW
38. James Hansberger Team Total Assets (mil): $8,000 Client Types: UHNW, Foundations, Team Total Assets (mil): $1,935 Typical Account Size (mil): $50
Morgan Stanley PWM, Atlanta Typical Account Size (mil): $20 Endowments Typical Account Size (mil): $6.5 Typical Net Worth (mil): $100
2019 Rank: 62 Typical Net Worth (mil): $30 Team Total Assets (mil): $15,772 Typical Net Worth (mil): $13
66. Susan Kaplan
Client Types: HNW, UHNW, Typical Account Size (mil): $50
45. Richard Jones 59. Francis X. Malone Kaplan Financial Services,
Foundations Typical Net Worth (mil): $75
Merrill Private Wealth Management, Morgan Stanley PWM, Los Angeles Newton, Mass.
Los Angeles 52. Louis Chiavacci 2019 Rank: 60 2019 Rank: 73
2019 Rank: 78 Merrill Private Wealth Management, Client Types: Retail, HNW, UHNW Client Types: HNW, UHNW
Client Types: UHNW, Foundations, Coral Gables, Fla. Team Total Assets (mil): $7,699 Team Total Assets (mil): $2,176
39. Johanna Walters Endowments 2019 Rank: N Typical Account Size (mil): $25 Typical Account Size (mil): $3.5
Merrill Lynch Wealth Management, Team Total Assets (mil): $15,772 Client Type: UHNW Typical Net Worth (mil): $75 Typical Net Worth (mil): $11
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67. Gary Tantleff Typical Account Size (mil): $50 Team Total Assets (mil): $2,485 Typical Account Size (mil): $10 Foundations, Institutional
UBS Wealth Management, Typical Net Worth (mil): $200 Typical Account Size (mil): $5 Typical Net Worth (mil): $25 Team Total Assets (mil): $3,210
Warren, N.J. Typical Net Worth (mil): $20 Typical Account Size (mil): $10
2019 Rank: 75 74. Bill Grous 88. Shane Brisbin Typical Net Worth (mil): $25
Client Types: HNW, UHNW Alex. Brown | Raymond James, 81. Leigh Cohen Morgan Stanley PWM, San Francisco
Team Total Assets (mil): $4,806 New York Merrill Private Wealth Management, 2019 Rank: N 95. Kent Pearce
Typical Account Size (mil): $10.6 2019 Rank: 72 New York Client Types: HNW, UHNW Merrill Lynch Wealth Management,
Typical Net Worth (mil): $10 Client Types: HNW, UHNW 2019 Rank: 83 Team Total Assets (mil): $4,341 Towson, Md.
Team Total Assets (mil): $11,050 Client Types: HNW, UHNW Typical Account Size (mil): $30 2019 Rank: N
68. Peter Rohr Typical Account Size (mil): $15 Team Total Assets (mil): $10,953 Typical Net Worth (mil): $50 Client Types: HNW, UHNW
Merrill Private Wealth Management, Typical Net Worth (mil): $20 Typical Account Size (mil): $25 Team Total Assets (mil): $1,739
Philadelphia Typical Net Worth (mil): $50 89. David Bieber Typical Account Size (mil): $7
2019 Rank: 79 75. Jon Neuhaus Morgan Stanley PWM, New York Typical Net Worth (mil): $15
Client Types: HNW, UHNW Morgan Stanley PWM, Los Angeles 82. Stephan Cassaday 2019 Rank: 81
Team Total Assets (mil): $4,824 2019 Rank: N Cassaday & Company, McLean, Va. Client Types: HNW, UHNW, 96. Matthew Babrick
Typical Account Size (mil): $30 Client Types: Retail, HNW, UHNW 2019 Rank: 22 Foundations First Republic Investment
Typical Net Worth (mil): $100 Team Total Assets (mil): $7,699 Client Types: Retail, HNW, UHNW Team Total Assets (mil): $3,800 Management, Los Angeles
Typical Account Size (mil): $25 Team Total Assets (mil): $3,238 Typical Account Size (mil): $25 2019 Rank: N
69. Adam Carlin Typical Net Worth (mil): $75 Typical Account Size (mil): $1.5 Typical Net Worth (mil): $50 Client Types: HNW, UHNW,
Morgan Stanley PWM, Typical Net Worth (mil): $2 Foundations
76. Jonathan Kass 90. Dane Runia Team Total Assets (mil): $3,396
Coral Gables, Fla.
Merrill Lynch Wealth Management, 83. Russell Rabito Merrill Private Wealth Management, Typical Account Size (mil): $30
2019 Rank: 74
New York UBS Private Wealth Management, Provo, Utah Typical Net Worth (mil): $50
Client Types: HNW, UHNW
2019 Rank: 85 New York 2019 Rank: 99
Client Types: Retail, HNW, UHNW, 2019 Rank: 82 Client Types: HNW, UHNW, 97. Gerard Klingman
Institutional Client Types: HNW, UHNW, Institutional Klingman & Associates |
Team Total Assets (mil): $6,663 Endowments Team Total Assets (mil): $2,893 Raymond James, New York
70. Dana Jackson Typical Account Size (mil): $10 Team Total Assets (mil): $4,799 Typical Account Size (mil): $71 2019 Rank: N
Morgan Stanley Graystone, Typical Net Worth (mil): $25 Typical Account Size (mil): $10 Typical Net Worth (mil): $100 Client Types: HNW, UHNW
Menlo Park, Calif. Typical Net Worth (mil): $17 Team Total Assets (mil): $2,565
77. John Cate 91. Nicholas Kavallieratos Typical Account Size (mil): $10
2019 Rank: 84
Merrill Lynch Wealth Management, 84. Brian Hahn Morgan Stanley Wealth Management, Typical Net Worth (mil): $15
Client Types: HNW, UHNW,
Indianapolis Neuberger Berman, Chicago New York
Institutional
2019 Rank: N 2019 Rank: 89 2019 Rank: 86 98. Jesse Bromberg
Client Types: HNW, UHNW, Client Types: HNW, UHNW Client Types: Retail, HNW, UHNW, Morgan Stanley Wealth Management,
Institutional Team Total Assets (mil): $1,780 Foundations, Institutional San Francisco
Team Total Assets (mil): $13,293 Typical Account Size (mil): $20 Team Total Assets (mil): $8,670 2019 Rank: N
71. Louis Paster Typical Account Size (mil): $375 Typical Net Worth (mil): $50 Typical Account Size (mil): $15 Client Types: HNW, UHNW,
UBS Wealth Management, Chicago Typical Net Worth (mil): $10 Typical Net Worth (mil): $35 Institutional
85. William Greco Team Total Assets (mil): $2,693
2019 Rank: 52 78. David Singer UBS Wealth Management, 92. Martin Halbfinger
Client Types: HNW, Foundations, Typical Account Size (mil): $7.4
Merrill Private Wealth Management, Hartford, Conn. UBS Wealth Management, New York Typical Net Worth (mil): $12.5
Institutional Cincinnati 2019 Rank: 97 2019 Rank: 47
Team Total Assets (mil): $22,387 2019 Rank: 87 Client Types: Retail, HNW, UHNW, Client Types: HNW, UHNW, 99. Kevin Myeroff
Typical Account Size (mil): $80 Client Types: HNW, UHNW Institutional Foundations, Institutional NCA Financial Planners, Cleveland
Typical Net Worth (mil): $100 Team Total Assets (mil): $3,634 Team Total Assets (mil): $3,992 Team Total Assets (mil): $2,178 2019 Rank: N
Typical Account Size (mil): $15 Typical Account Size (mil): $10 Typical Account Size (mil): $20 Client Types: Retail, HNW, UHNW
72. Steven Grill
Typical Net Worth (mil): $30 Typical Net Worth (mil): $15 Typical Net Worth (mil): $35 Team Total Assets (mil): $1,866
Alex. Brown | Raymond James,
Typical Account Size (mil): $2.5
New York 79. Shawn Fowler 86. Erin Scannell 93. Douglas Braff Typical Net Worth (mil): $3
2019 Rank: 71 Morgan Stanley PWM, Denver Ameriprise Financial, UBS Wealth Management,
Client Types: HNW, UHNW 2019 Rank: 91 Mercer Island, Wash. West Palm Beach, Fla. 100. Elaine Meyers
Team Total Assets (mil): $11,050 Client Types: HNW, UHNW, 2019 Rank: N 2019 Rank: 77 J.P. Morgan Securities, San Francisco
Typical Account Size (mil): $15 Institutional Client Types: Retail, HNW, UHNW Client Types: Retail, HNW, UHNW, 2019 Rank: 59
Typical Net Worth (mil): $20 Team Total Assets (mil): $4,033 Team Total Assets (mil): $2,870 Institutional Client Types: HNW, UHNW
Typical Account Size (mil): $35 Typical Account Size (mil): $0.5 Team Total Assets (mil): $8,905 Team Total Assets (mil): $3,048
73. Scott Stackman
Typical Net Worth (mil): $79 Typical Net Worth (mil): $3 Typical Account Size (mil): $5 Typical Account Size (mil): $50
UBS Private Wealth Management,
New York 80. Brian Frank 87. Shawn Rubin
2019 Rank: 55 Morgan Stanley PWM, Atlanta Morgan Stanley PWM, New York 94. Mary Deatherage N = Not ranked
Client Types: HNW, UHNW, PWM = Private Wealth Management
2019 Rank: 61 2019 Rank: 98 Morgan Stanley PWM, Little Falls, N.J.
Foundations, Endowments Client Types: HNW, UHNW, Client Types: HNW, UHNW 2019 Rank: N
Team Total Assets (mil): $4,166 Foundations Team Total Assets (mil): $3,044 Client Types: HNW, UHNW,
Now more than ever, personalized advice matters

Congratulations to the Merrill advisors on Barron’s “Top 100 Financial Advisors” list.*
Your Merrill advisor can provide customized, comprehensive advice and guidance to help you stay
on track to pursue your goals. When the world changes, we’re here to help.
Let’s work through this together. To speak with a dedicated advisor, visit ML.com or call 888.339.9417.
Investing involves risk including possible loss of principal.

*Source: Barron’s “Top 100 Financial Advisors” list, April 17, 2020. The Barron’s “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years’ financial services experience and having
been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention,
compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings
and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings
should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are
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TOP 100 FINANCIAL ADVISORS • PULLOUT SECTION

VOL. C NO. 16 APRIL 20, 2020 $5.00

> THE RISKS OF HEALTH CARE’S DIGITAL STOCKS: ONLY THE

PAGE 16 PAGE 22 PAGE M1

Trader: Small Stocks

the Brakes on Car Sales 10

While They’re Down Striking Price: Is the

the industry has the strength to By STEVEN M. SEARS

A rush to reopen the economy raises By DAREN FONDA By JOSH NATHAN-KAZIS

Hertz Global Holdings . . . . . . . . . . . . . . . . . 11,M8 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

DEPUTY PUBLISHER, BARRON’S GROUP Daniel Bernard

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