Fear Factor: Vol. C No. 9 MARCH 2, 2020 $5.00

VOL. C NO. 9 MARCH 2, 2020 $5.
00
FEAR FACTOR
28,000
DOW INDUSTRIALS
10-YEAR TREASURY YIELD

5,000
1.4%
C
oronavirus went global this past week, de-
spite glimmers of hope that the worst might
be over in China, where it all started.
After weeks of shrugging off the threat,
investors panicked and stock markets tumbled. In
4,300 the U.S., the Dow Jones Industrial Average fell more
than 12%, the worst week for stocks since the finan-
26,500 1.3 cial crisis. Treasury bonds rose as investors flocked
to safety, pushing yields on 10-year and 30-year
3,300
Treasuries to new lows.
2,800 We don’t know how far the virus will spread or
when it will be curbed. Nor do we know where the
2,400
markets are headed in the weeks ahead, although
25,000 1.2 stocks pared their losses in trading Friday. Even
so, market volatility isn’t likely to abate soon. We
also know that the global economy will take a hit
and that investors looking at their portfolios after
years of steady gains are likely to get reverse sticker
shock—if they have the courage to look at all.
23,500 1.1 Barron’s reporters and editors also know that
Feb. 24 Feb. 25 Feb. 26 Feb. 27 Feb. 28 patient, long-term investors win in the end, and
VIRUS CASES OUTSIDE CHINA that panic-induced trading rarely pays off. So while
we won’t predict the market’s next move, we will
Bargain-Hunting Supply Shock Focus on Health Tech’s Moment continue to provide timely analysis on the economy,
stocks, bonds, and emerging bargains.
> Strong, cash-rich How supply-chain The challenges that Tech stocks could
companies now disruptions will affect await drugmakers, shine if employees Our message mirrors that of last May
63142
look attractive. industries. insurers, and hospitals. have to work at home. when markets shuddered over the trade war:
PAGE 12 PAGE 14 PAGE 16 PAGE 29 Stay calm.
C O NT EN TS 03.02.20 VO L.C NO.9
P. 12 P. 9 P. 32
Streetwise: There’s Tesla Stock Still Has

A Market Fueled by Fear Always a Bright Side Plenty of Juice
Cover Story: A spike in the market’s “fear gauge” mirrors the rise in coronavirus cases. By JACK HOUGH Q&A: Growth-stock virtuoso Ron
But the anxiety gives savvy investors an opportunity to buy quality companies at cheaper Baron, founder of Baron Capital,
prices. Words of wisdom from Warren Buffett. By ANDREW BARY P. 20 thinks Elon Musk’s baby could be
a 10-bagger from here.
AS CORONAVIRUS GOES, SO GOES VOLATILITY Companies Join the By LESLIE P. NORTON
Venture-Capital Game
Cboe Volatility Index Covid-19 Infections Outside of China More corporations are placing P. M4
left scale right scale
early bets on untested technology,
Euro Trader: Warming
50 5000 hoping to hit pay dirt. Some warn
up to Pernod Ricard
that they’re too late to the party.
By DAREN FONDA By RUPERT STEINER
40 4000 P. 24 P. M4
Disney’s New CEO Emerging Markets:

30 3000 Brings His Own Magic The Appeal of Bonds
Bob Chapek has proved to be a By CRAIG MELLOW
20 2000 theme-park whiz who gets

Hollywood, too—making him the P. M5
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
ideal candidate for Bob Iger’s job.

Striking Price: How to
10 1000 By JACK HOUGH
Make Fear Your Friend
P. 25 By STEVEN M. SEARS
0 0 Fuzzy Math Clouds a P. M6

New Retirement Tool
Feb. 12 Feb. 18 Feb. 24 Feb. 28 Mandatory retirement-income
Commodities: OPEC
to Tackle Oil Woes
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
Sources: FactSet, John Hopkins CSSE. Data as of Feb. 28 forecasting tools are meant to help
401(k) participants make better By MYRA P. SAEFONG
choices. But will they mislead?
P. 7 P. 28 By ELEANOR LAISE
Up & Down Wall Street: Funds: The Makings Barron’s Roundtable

P. 26
History Favors the Bulls of a Stable Portfolio on Fox Business
By RANDALL W. FORSYTH By JOHN COUMARIANOS
Finding Ideas That Watch our weekly TV show every
Fly Under the Radar Friday at 10 p.m. or 11:30 p.m. ET;
P. 14 P. 29 Profile: The TIAA-CREF Saturdays at 6 a.m. or 10 a.m.; and
Emerging Markets Debt fund Sundays at 6 a.m., 9:30 a.m., or 9
Industries Most Vulnerable Tech Trader: Stocks for uncovers opportunities by p.m. This week, insights on what’s
to a Supply Crunch a Stay-at-Home World venturing beyond its benchmark. next for markets from Deutsche
By AVI SALZMAN By TAE KIM By SARAH MAX Bank Securities economist Torsten
Sløk and on mortgage rates from
P. 16 P. 31 P. 30 Moody’s economist Mark Zandi.
The Outlook for Hospitals, Economy: U.S. Markets Income Investing:
Biotech, Pharma, and More Could Recover Quickly Regional Banks With Index P. 4 Charting the Market P. M8
By JOSH NATHAN-KAZIS By LISA BEILFUSS Generous Payouts Review & Preview P. 10 Winners & Losers P. M9
Mailbag P. 35 Research Reports P. M10
By LAWRENCE C. STRAUSS
Inside Scoop P. M7 Market View P. M11
P. 19 P. M1
P. 34
How Apple and Other Big The Trader: Bounce Now,
Other Voices: China’s
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4 BARRON’S March 2, 2020
I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
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are to the first page of the item in which the company is mentioned. call 1 (800) 843-0008, or go to djreprints.com.
A Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 29 H Hilton Worldwide Holdings . . . . . . . . . . . . . . . . 19 JetBlue Airways . . . . . . . . . . . . . . . . . . . . . . . . 19,21 M Macquarie Group . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 11 HP Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . 19 Mallinckrodt . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,M8
Air Liquide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 H&R Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Marvell Technology Group . . . . . . . . . . . . . . . . . 23
Alexandria Real Estate Equities . . . . . . . . . . . 23 Hyatt Hotels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 McKesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Alibaba Group Holding . . . . . . . . . . . . . . . . . . . M5 K Kellogg . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,22 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,21,23 I Iamgold Corp. . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 KeyCorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Microsoft . . . . . . . . . . . . . . . . . . . . . . . 12,14,19,29,31
Altria Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,21 InfraCap MLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . M6 KKR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,16,M8
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,29 Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,23 Klabin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 MongoDB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
American Airlines Group . . . . . . . . . . . . . . 19, M8 Intuit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Kraft Heinz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Mylan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Anheuser-Busch InBev . . . . . . . . . . . . . . . . . . . . . 11 Invesco KBW Regional Banking . . . . . . . . . . . 30 Kroger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,14,19,31 Iridium Communications . . . . . . . . . . . . . . . . . . . 33 N Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,24,29
AutoZone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 iShares J.P. Morgan USD EM Bond . . . . . . M4 L Lam Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Newmont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Avantor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Itau Unibanco Holding . . . . . . . . . . . . . . . . . . . . . 21 Lincoln Electric Holdings . . . . . . . . . . . . . . . . . . 16 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
LVMH Moet Hennessy Louis Vuitton . . . . . M4 Nordstrom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
B Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Baron Focused Growth . . . . . . . . . . . . . . . . . . . . 32 J Jabil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . 21
Baron Growth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Okta . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Baron Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Barrick Gold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 P PacWest Bancorp . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 12 Palo Alto Networks . . . . . . . . . . . . . . . . . . . . . . . M8
Berry Global Group . . . . . . . . . . . . . . . . . . . . . . . M7 Peloton Interactive . . . . . . . . . . . . . . . . . . . . . . . . 29
Best Buy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Pernod Ricard . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
Beyond Meat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Philip Morris International . . . . . . . . . . . . . . . . . 11
Bharti Airtel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
BlueLinx Holdings . . . . . . . . . . . . . . . . . . . . . . . . M7 R Range Resources . . . . . . . . . . . . . . . . . . . . . . . . . . 12
BP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,21 Rupert Murdoch Executive Chairman, News Corp Roku . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Broadcom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Robert Thomson CEO, News Corp William Lewis CEO, Dow Jones Ross Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Brown-Forman . . . . . . . . . . . . . . . . . . . . . . . . . 11,M4 Royal Dutch Shell . . . . . . . . . . . . . . . . . . . . . . . . . 13
PUBLISHER, BARRON’S GROUP Almar Latour
Burlington Stores . . . . . . . . . . . . . . . . . . . . . . . . . . 11
DEPUTY PUBLISHER, BARRON’S GROUP Daniel Bernard S Salesforce.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

C Campbell Soup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 ASSOCIATE PUBLISHERS, BARRON’S GROUP Mae M. Cheng, Dan Shar Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 21
Capital One Financial . . . . . . . . . . . . . . . . . . . . . . 21 MANAGING EDITORS, BARRON’S GROUP Duncan Mavin, Dave Pettit Sanofi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 HEAD OF INTERNATIONAL, BARRON’S GROUP Francesco Guerrera
Saudi Arabian Oil . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Carter’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 Slack Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 29
Centene . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 SoftBank Group . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,13 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Sony . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19,29
Chipotle Mexican Grill . . . . . . . . . . . . . . . . . . . . M7 Southwestern Energy . . . . . . . . . . . . . . . . . . . . . . 12
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 DEPUTY EDITOR Alex Eule
Ben LevisohnDEPUTY EDITOR SPDR S&P 500 Trust . . . . . . . . . . . . . . . . . . . . . M5
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman Square . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8
Citrix Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Stanley Black & Decker . . . . . . . . . . . . . . . . . . . 21
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt

Clorox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Cloudera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 MANAGING EDITOR, ENTERPRISE Brian Hershberg T Take-Two Interactive Software . . . . . . . . . . . . 29
Co-Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 TDK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Conagra Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Eric J. Savitz Teladoc Health . . . . . . . . . . . . . . . . . . . . . . . . . . . .M8
ConocoPhillips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Terex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
SENIOR WRITERS Bill Alpert, Daren Fonda, Reshma Kapadia, Matthew C. Klein, Leslie P. Norton, Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Constellation Brands . . . . . . . . . . . . . . . . . . . . . . M4
Cooper Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Al Root, Avi Salzman, Alexandra Scaggs, Lawrence C. Strauss Tivity Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 11 REPORTERS Lisa Beilfuss, John Coumarianos, Carleton English, Nicholas Jasinski, Tae Kim, Evie Liu, Toyota Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Cronos Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Tradeweb Markets . . . . . . . . . . . . . . . . . . . . . . . . . 23
Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Ben Walsh
Cummins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Tupperware Brands . . . . . . . . . . . . . . . . . . . . . . . M8
STORY EDITORS Henry Cutter, Ed Lin, Erin McCarthy Twin River Worldwide Holdings . . . . . . . . . . M7
D Dentsply Sirona . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Tyson Foods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Diamond Offshore Drilling . . . . . . . . . . . . . . . . . 12 COPY DESK Michael J. Burlingham, Paul Farrell, Richard Rescigno, Robert Teitelman
DocuSign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 EDITOR AT LARGE Jack Otter U Uber Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 22
Dollar Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Umpqua Holdings . . . . . . . . . . . . . . . . . . . . . . . . . 30
AUDIO PRODUCER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen United Continental . . . . . . . . . . . . . . . . . . . . . . . . 19
E Electronic Arts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Universal Health Services . . . . . . . . . . . . . . . . . . 17
DESIGN DIRECTOR Chris Mihal ART DIRECTORS Robert Connolly, Robert Di Ieso, Sue Ng
Energy Select Sector SPDR . . . . . . . . . . . . . . . 13
EQT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 PHOTO EDITOR Nicole Silver V Vail Resorts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Evergy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam Verizon Communications . . . . . . . . . . . . . . . . . . . 13
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . 11,13,22 Virgin Galactic Holdings . . . . . . . . . . . . . . . . . . . 29
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
F F5 Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 MANAGER, ADVERTISING SERVICESJames H. Balmer ASSOCIATE MANAGER Ward S. McGuiness
VMware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Forty Seven . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
W Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . 9,10,19,24
G General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Sterling T. Shea Wynn Resorts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
General Mills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
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Impact without compromise

TIAA-CREF Core Impact Bond Fund1
INSTITUTIONAL OVERALL MORNINGSTAR RATING™
TSBIX AS OF 31 DEC 2019 AMONG 530

Morningstar ratings may vary among share classes and are
based on historical risk-adjusted total returns, which are
not indicative of future results.
INTERMEDIATE CORE-PLUS BOND FUNDS
A responsible investment that has outperformed its benchmark

and peers since inception.
nuveen.com/CoreImpact
1 Effective 01 March 2020, “TIAA-CREF Social Choice Bond Fund” was changed to “TIAA-CREF Core Impact Bond Fund”. The name change did not change the investment strategy or the management. For additional information regarding the change, please consult the prospectus.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does 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.
For the period ended 31 Dec 2019, Morningstar rated this Fund’s Institutional shares, for the overall, three-, five-, and 10-year periods (if applicable). The Institutional shares received 4, 4 and 4 stars among 530, 530, and 444 Intermediate Core-Plus
Bond Funds, respectively. Rankings for other share classes may vary. Investment performance reflects applicable fee waivers. Without such waivers, total returns would be reduced and ratings could be lower. For the most current ratings, please
visit nuveen.com.
The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended
mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent
performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the
performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year
rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. ©2019 Morningstar,
Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is 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. Past performance is no guarantee of future results.
Mutual fund investing involves risk; principal loss is possible. There is no guarantee the Fund’s investment objectives will be achieved. The Fund will include only holdings deemed consistent with the applicable Environmental Social Governance (ESG) guidelines. As a result, the universe of
investments will be more limited than other funds that do not apply such guidelines. ESG criteria risk is the risk that because the Fund’s ESG criteria exclude securities of certain issuers for nonfinancial reasons, the Fund may forgo some market opportunities available to funds that don’t use these criteria.
Credit risk arises from an issuer’s ability to make interest and principal payments when due, as well as the prices of bonds declining when an issuer’s credit quality is expected to deteriorate. Interest rate risk occurs when interest rates rise causing bond prices to fall. The issuer of a debt security
may be able to repay principal prior to the security’s maturity, known as prepayment (call) risk, because of an improvement in its credit quality or falling interest rates. In this event, this principal may have to be reinvested in securities with lower interest rates than the original securities, reducing the
potential for income. Non-U.S. investments involve risks such as currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. Investments in below investment grade or high yield securities are subject to liquidity risk and heightened credit
risk. These and other risk considerations, such as active management, extension, issuer, illiquid investments, income volatility, and derivatives risk, are described in detail in the Fund’s prospectus.
Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully,
please request a prospectus or summary prospectus from your financial professional or Nuveen at 800.752.8700 or visit nuveen.com.
Nuveen Securities, LLC, member FINRA and SIPC. 11265_0120 MAD-1084268PR-O0320X
UP & D OWN WALL STREET

According to Wilshire Associates, U.S.
stockholders were down $ 2.8 trillion in the latest
week and $4.6 trillion from the Feb. 19 high.
Don’t Be Sorry
Covid-19’s effects on the economy and and other bourses, he contends.
the markets: “The fundamentals of the “Monetary policy won’t work,
U.S. economy remain strong. How- because the real shock to the most-
ever, the coronavirus poses evolving affected businesses hurts their capacity
That You Didn’t Sell

risks to economic activity. The Federal to borrow through normal commercial
Reserve is closely monitoring develop- channels,” Goldman writes. “The Fed-
ments and their implications for the eral Reserve should cut rates substan-
economic outlook. We will use our tially, but the main impact of such
tools and act as appropriate to support measures would be psychological.”
the economy.” That is not inconsequential. For
That noncommittal statement did better—or, as Bernie Sanders would
Y
esterday, all my trou- the less-than-impressive response from nothing to dissuade the markets from say, for worse—the stock market has
bles seemed so far the Trump administration, including expecting the Fed to lower its federal- come to have a huge effect on the real
away, as Paul McCart- its claims that the virus had been con- funds policy rate range, currently economy, rather than the other way
ney famously wrote. tained, echoing similar government 1.50% to 1.75%. That’s far above where around. As this column noted, re-
And it seems only assertions that the subprime mortgage most Treasury securities trade (see search from Goldman Sachs last year
yesterday that stock had been contained months before the below), which implies that the bond showed that the impact of falling stock
market investors were financial crisis of 2008. market already has discounted rate prices has increased significantly in
sitting on top of the world, with the At the same time, the markets have reductions. As of Friday, the fed-funds recent years.
major averages at historic highs. to deal with politics— with a self-de- futures market was pricing in cuts Psychologists also describe our
It was just the Wednesday before By Randall W. scribed democratic socialist, Sen. Ber- totaling at least 75 basis points (0.75 of familiar tendency to feel the pain of
last, Feb. 19, when the market set a Forsyth nie Sanders, independent of Vermont, a percentage point). losses far more acutely than the plea-
record. Since then, the major averages as the front-runner for the Democratic That raises two questions: Should sure of profits. So, the 13% drop in the
have suffered a swift, sharp shock of presidential nomination. “Unfortu- the Fed respond to the coronavirus S&P could readily lead to the reduc-
nearly 15%. In the week just past, the nately, this public health crisis inter- crisis, which in the U.S. has mainly tion, or at least the deferral, of con-
Dow industrials fell nearly 4,000 sects with a step-up in U.S. political risk affected the financial markets? And is sumption by the moneyed class,
points, or 13.6%, to 25,409, a far sight as the Democratic primaries lean to- this the most appropriate policy whose members own most of the
from the 30,000 the bulls had eagerly ward a candidate favoring numerous response? stocks and do most of the spending.
eyed. The S&P 500 lost 11.49%, ending disruptive tax and regulatory policies,” On the latter score, the idea that a The coronavirus is already crimping
12.76% below its recent peak. The tech- states The J.P. Morgan View, a research cut of 25 or 50 basis points in the travel plans; further falls in the stock
nology-led Nasdaq Composite slumped publication of the bank. That note came overnight money rate would cure the market would exacerbate cutbacks.
10.54%; it is now 12.73% under its re- ahead of Saturday’s South Carolina virus crisis strains credulity. The dis- But investors should note that, after
cent high. primary, in which former Vice Presi- ruption of global supply chains is steep declines, stocks usually have
For investors considering their own dent Joe Biden is favored, and Super vastly different from a hit to aggregate been up substantially a year later.
portfolios, the dollar losses probably Tuesday, March 3, when a third of the demand, which is what monetary eas- Jeffrey DeMaso, director of research
hit home more than percentages. Ac- delegates to the Democratic national ing is supposed to address. for the excellent Independent Adviser
cording to Wilshire Associates, U.S. convention will be up for grabs. Better if the major industrialized for Vanguard Investors newsletter,
stockholders were down $2.8 trillion As usual, there is one all-purpose nations were to address the impact of looked at the 55 days over the past 33
in the latest week and $4.6 trillion solution for this crisis: easier mone- Covid-19 with significant fiscal mea- years when the S&P 500 has fallen by
from the Feb. 19 high. Viewed another tary policy from the Federal Reserve sures, writes David Goldman, former 3.5% or more (as in Thursday’s 4.4%
way, however, their gains since the and other central banks around the head of credit research at Bank of plunge). He found that, following 45 of
Christmas Eve 2018 low have been globe. Or so the markets expect, based America, in the Asia Times. Beijing those plunges, Vanguard’s S&P index
pared to $6.3 trillion from $10.9 tril- on the history of similar episodes. has responded to the virus and the fund has been up an average of 20% a
lion at the peak, which isn’t so bad. The Fed released an unusual state- trade war with strong fiscal measures, year later. Not a bad bet.
The losses relate to the impact, or ment on Friday afternoon to let the which is why the Chinese stock mar- So, don’t lament that you didn’t sell
fear effects, of the spreading coronavi- markets know that it isn’t oblivious to ket has suffered less than Wall Street yesterday. A year from now, history
rus. The stock market’s equanimity says you’ll be glad you didn’t.
had been hardly disturbed by the vi-
T
Fabrice Coffrini/AFP via Getty Images
rus, whose disease is now called he other crash in financial

Covid-19, until last week, when the markets this past week was
virus was seen to have spread past its
origins in China to South Korea and
The market wasn’t calmed in interest rates, specifically
U.S. Treasury securities,
then Italy. Especially alarming: a report
that an American had contracted the
by the Trump administra- with the longest-maturity issues hit-
ting their lowest levels in history.
virus without having been in contact
with any apparent carrier from the
tion’s statement that the The benchmark 10-year note traded
at 1.25% Thursday, 11 basis points be-
affected areas.
Adding to the markets’ worries was
virus is being contained. low its old mark, set in July 2016 in the
wake of the Brexit vote. (A basis point
Up & Down Wall Street Continued
is 1/100th of a percentage point.) The 30- ETF, that fund still falls short of what
Missing year bond, which dipped below 2% for the

first time earlier in February, saw its yield
end at 1.78%. Those yields fell further Fri-
day morning, to 1.16% and 1.67%, respec-
some might deem to be “high yield,” with a
5.1% distribution rate.
Still, that doesn’t compare to the car-
nage seen in a relatively obscure corner of
tively—also record lows, of course. the financial markets—closed-end funds,
a Certain At the short end of the curve, yields slid

below 1%. That was significantly below the
1.30% on three-month bills, as the market
anticipates short-term rate cuts by the Fed-
notably those that invest in speculative
debt. Closed-ends issue a set number of
shares, which then trade like other stocks
on exchanges, in contrast to open-end mu-
Quality in Your
eral Reserve. By late Thursday, fed-funds tual funds, which issue and redeem shares
futures were pricing in more than three at net asset value (excluding any fees).
reductions totaling 75 basis points by De- When holders of a CEF want to sell, they
cember, from the current 1.50%-1.75% target need to find a buyer.
range, according to the CME FedWatch site. On Thursday, buyers exited the market
Portfolio? Since the beginning of the year, 10- and

30-year yields are down approximately 60
basis points and substantially below the 2%
inflation rate that the Fed has tried, unsuc-
during the Dow’s 1,200-point plunge. In an
extreme example, the MFS Intermediate
High Income fund (CIF) collapsed by
13.7%, with much of the nose dive in the last
cessfully, to hit. Since bond prices move hour of trading. But losses of 4%-5% were
inversely to yields, this has translated into common among taxable fixed-income CEFs
substantial price gains. For the iShares 20+ that day as they seemingly got sucked into
Year Treasury Bond exchange-traded the downward vortex with stocks.
fund (ticker: TLT), a popular play on the Part of the violent reaction was because
S&P 500 Quality long end of the Treasury market, that has
meant a total return of 29%, according to
many closed-end funds simply had gotten
relatively expensive. Funds that typically
Dividend ETF fund tracker Morningstar.

Therein lies the attraction of long-term
had traded around 10% below their net
asset values last year had seen their dis-
government securities. Notwithstanding counts narrow to about 3%, notes Steve
QDIV their negative real yields, they provide an

effective hedge against equity portfolios,
explains Srinivas Thiruvadanthai, director
of research at the Jerome Levy Forecasting
Center. Indeed, “bonds are an especially
O’Neill, a portfolio manager at RiverNorth
Capital Management, which specializes in
managing portfolios of CEFs. That took
place in the headlong rush for yield, which
also was manifested in huge inflows into
effective hedge against large [his italics] open-end bond funds.

market declines,” because they reduce The relative attraction of closed-end
portfolio volatility, helping investors avoid funds was diminished, however. O’Neill
having to make costly portfolio changes in said that closed-end BlackRock Corpo-
rocky markets. rate High Yield (HYT) was a clear pick
Other fixed-income securities have over its open-end counterpart, the Black-
proven less effective in cushioning the re- Rock High Yield Bond Portfolio
1 (888) 493-8631 cent slide in stocks, however. While the (BHYIX), when the former traded at its
GLOBALXETFS.COM TLT long Treasury ETF returned 3.55% in typical discount of 10%. But when the dis-
the week ended Thursday, the iShares count fell below 3%, the case for the fund
iBoxx $ Investment Grade Corporate was less compelling.
Bond ETF (LQD) lost 0.59%. After Thursday’s selloff, the BlackRock
In the speculative-grade sector, the Corporate High Yield CEF’s discount wid-
iShares iBoxx $ High Yield Corporate ened to 9.49%. But O’Neill says that, while
Beyond Ordinary Income TM
Bond ETF (HYG) suffered a negative some of the sector’s richness has dimin-
3.08% return. That reflected a sharp wid- ished, “it isn’t time to back up the truck to
Investing involves risk, including the possible loss of principal. There is ening on Tuesday and Wednesday of buy, like in December 2018.” Back then,
no guarantee dividends will be paid. Companies may reduce or eliminate lower-quality bonds’ yield spread over double-digit discounts—and much higher
dividends at any time. QDIV is non-diversified. comparable Treasuries’. The jump, of some yields—abounded, as I wrote at the time. It
Carefully consider the Fund’s investment objectives, risk factors, charges 58 basis points, was the biggest two-day also was just a couple of days before the
and expenses before investing. This and additional information can be increase in four years, our colleague Alex- stock market bottomed that Christmas Eve.
found in the Fund’s full or summary prospectus, which is available at andra Scaggs reported this past week. Between the uncertainties from the cor-
globalxetfs.com. Read the prospectus carefully before investing. The spread on the Bloomberg Barclays onavirus and those on the political front,
High-Yield Index widened to 425 basis the safe bet now would seem to be bonds
Shares of ETFs are bought and sold at market price (not NAV) and are not points from 340 a week earlier, the Almost that offer protection from risk, rather than
individually redeemed from the Fund. Brokerage commissions will reduce Daily Grant’s newsletter noted. But even fat yields. B
returns. Distributed by SEI Investments Distribution Co. with the price decline and concomitant
increase in yield in the iShares High Yield email: randall.forsyth@barrons.com
ST R E E T W I S E
It’s not an obvious time to pile into stocks—or run
from them. But homeowners can switch into 15-
year loans at rates below 3%.
Don’t Panic. Except

The 10-year Treasury yield has fallen people—just regular hand-washing
by 0.7 of a percentage point this year, to and a flu shot. The shot won’t help
below 1.2%, a record low. with Covid-19, but that virus has so
Goldman says that the S&P 500, far caused zero U.S. deaths, versus
To Lock In a Mortgage
recently at 2954, could rebound to an estimated 18,000 to 46,000 to
3400 this year, based on the spread date for the current U.S. flu season,
between bond yields and the earnings which could extend through April.
yield of the stock market, and the as- For men who decide to use masks,
sumption that the 10-year Treasury one CDC poster got a lot of attention
yield falls to 1% before the virus this past week. It’s titled “Facial Hair-
abates. The virus could not be reached styles and Filtering Facepiece Respira-
I
f you’ve been bullish on bleach, Democrats said that Republicans for comment. tors.” Apparently, you can get a good
congratulations. Clorox are trying to control messaging. Re- “I’m not an epidemiologist,” people seal with most mustaches, from Zor-
stock, despite a Friday spill, is publicans said that Democrats are on Wall Street keep saying, before ros to walruses, but not Dalis or Fu
up a few percent on the year, trying to politicize the coronavirus. predicting how things will play out Manchus. Soul patches are OK, but
versus a median decline of I’ve heard that elections come down to from here. As a certified econo- full beards are out, along with mutton
11% for S&P 500 index com- who you’d rather have a beer with. blatherologist, I can confirm that they chops and something called a chin
panies. I’d shake your hand, Can I vote for drinking alone? don’t really know. But if a U.S. reces- curtain. I’m seeking clarification on
but with Covid-19 threatening to be- Walt Disney (DIS) provided the sion is coming soon, it isn’t obvious. smooth but doughy chins, and on men
come a pandemic, I’ve switched to biggest nonvirus financial story of the Mark Haefele, investment chief at who got one ear pierced back in the
rubber-glove fist-bumping, followed By Jack Hough week, announcing that parks chief Bob UBS Global Wealth Management, 1980s but now regret it. I’m asking for
by polite Purell-ing. Chapek has replaced Bob Iger as CEO. points out that in addition to low rates a friend.
Netflix stock (ticker: NFLX) is up Shareholders are in good hands, I and inflation, the U.S. has solid con- Is there such a thing as panic refi-
14%. People say that’s because consum- wrote, after talking with both Bobs and sumer balance sheets, and banks are nancing? If so, and you have a mort-
ers will stay at home, but I’m not sure having sat down with Chapek one 285- still willing to lend. gage, feel free to begin frantically call-
those people are giving enough credit degree day last August at the Happiest If Goldman is right about no profit ing banks. The 30-year fixed rate is
to the Democratic debates on regular Place on Earth. (See page 24.) growth, the S&P 500 is now trading 3.45%, down nine-tenths of a point
television. From what I remember Speaking of which, Disney World at 18 times this year’s earnings—not a from the level a year ago, according to
about the one on Tuesday night, Amy provided the week’s best stock market bargain, but no reason to flee, either. a Freddie Mac survey. The 15-year is
Klobuchar mentioned her Uncle Dick’s metaphor when, at the whimsical Jun- In 2003, when U.S. stocks fell 14% in 2.95%, down about eight-tenths.
deer stand, and Mike Bloomberg gle Cruise ride, a boat took on water less than two months during the Those are close to record lows.
stepped on his own punchline about a and passengers had to be evacuated. SARS outbreak, investors could buy I asked Eric Hagen, an analyst at
cowboy who frequents Times Square in Chapek has done a great job of mak- a 10-year Treasury yielding 3.5% to Keefe, Bruyette & Woods who covers
his underpants. ing park attractions more immersive, 4%. The alternatives aren’t nearly as the mortgage industry, whether people
It wasn’t all bad: Pete Buttigieg but I’m not sure this latest approach enticing now. should refinance now or hold out for
looked clean-shaven. After a prior will sit well with traditionalists. lower rates. He said he had refinanced
D
debate, some viewers claimed to have It wasn’t an easy week to be a broad- on’t panic over nonfinancial his mortgage the week before. One
seen a mustache begin to emerge market permabull. Goldman Sachs on matters, either. To the en- rule of thumb is that borrowers who
around the hour-and-a-half mark. I Thursday said that U.S. earnings prob- trepreneurs who are clear- can save at least one percentage point
was worried we had a Teen Wolf ably won’t grow this year, due to the ing CVS stores out of surgi- on a refinancing should consider it.
situation on our hands. coronavirus. That would be the second cal masks and then marking them up Len Kiefer, deputy chief economist at
On the Republican side, Larry Kud- growthless year in a row. The chances on eBay: We’ve all discussed the mat- Freddie Mac, adds that refinancing
low, White House director of sounding of an interest-rate cut from the Federal ter, and no one likes you. Thanks for makes the most sense for those with
the rally horn on television whenever Reserve have increased, judging by bringing America together. large mortgages who will pay them off
stocks look wobbly, called Covid-19 futures trading. And the bond market The good news is that the CDC over many years.
“contained” in the U.S., right after the has arguably already delivered a cut: doesn’t recommend masks for most Kiefer keeps a chart of how badly
Centers for Disease Control and Pre- economists have fared forecasting
vention warned that a U.S. outbreak is interest rates, to show the difficulty
inevitable. Investors felt caught in the of timing the mortgage market. I
cross-sneeze. The Dow fell more than keep a chart showing that I don’t
3,000 points for the week.
The White House set up a corona-
“I’m not an epidemiolo- always follow the advice of other
people’s well-supported charts. I’m
virus task force under Vice President
Mike Pence. He’s not a doctor, but he
gist,” Wall Streeters keep not an epidemiologist, or even a sur-
gical mask pirate, but I’d say the
looks remarkably like Race Bannon
saying, before predicting right time to lock in a low rate on a
Getty Images
from the old Jonny Quest cartoons, home loan is now. B

whose job was to protect the son of a
top scientist. I find that comforting.
how things will play out. email: jack.hough@barrons.com
R E VIEW 25,409.36
Dow Industrials: -3,583.05
393.43
Dow Global Index: -45.10
1.13%
10-year treasury note: -0.34
Correction Plus SHE SAID

Stocks plunged on Monday as the coro-
navirus spread beyond China. The “It’s not a question
nearly 1,200-point drop wiped out
gains for the year. Oil prices tumbled,
of if this will happen,
as haven assets soared; yields on 10- but when this will
year Treasuries fell to record lows and
the yield-curve inverted. The Dow lost happen and how
another 879 points on Tuesday, after
the Centers for Disease Control and
many people in this
Prevention warned that the outbreak country will have
was likely to hit the U.S. By Thursday,
indexes were deep into correction terri- severe illnesses.
tory; Friday saw wild swings and a late
rally. For the week, the Dow shed
Disruption to
12.4%, to 25,409.36; the S&P lost 11.5%, everyday life
to 2954.22; and the Nasdaq Composite
fell only 10.5%, to 8567.37. might be severe.”
POT USE JUMPS AMONG SENIORS Nancy Messonnier, director of the
Virus on the Move National Center for Immunization and
Growing Old, Pandemic fears shifted from China, Respiratory Diseases.

THE NUMBERS where the outbreak began, to nearly
everywhere, particularly South Korea
Getting High 44%

(which has the second-largest number
of cases), Japan, Italy, and Iran. The
U.S. had its first case that couldn’t be
Exports as a percent of South traced overseas; the White House
Korea’s GDP, second highest in asked for $2.5 billion to fight the virus;
As more and more states license cannabis sales, two the world behind Germany and President Trump named Vice
geriatrics researchers wondered how many of the new President Pence to oversee a response.
205 K
users are elderly. Plenty, it turns out, according to their China, meanwhile, began testing
study, published in the Journal of the American Medical Gilead Sciences’ antiviral remdesivir
Association’s Internal Medicine imprint. on patients—the company also began
In the four years ended in 2018, the share of seniors The number of General Electric its own trials—and Moderna shipped including the two most serious ones,
who acknowledged pot use soared by 75%, report Benja- global workers -- the lowest the first batch of its vaccine for govern- and was immediately sent to jail to
min Han and Joseph Palamar from New York University. since 1951 — after the company ment testing. Hong Kong announced await sentencing. Weinstein faces up to
Survey data collected by the federal government shed 78,000 employees in 2019. $15.4 billion in stimulus, South Korea 29 years in prison, and another trial on
showed that the proportion rose from 0.4% before 2007 followed with $13 billion, and Federal similar charges in Los Angeles.
to nearly 3% by 2016. As legalization spread, Han and
Palamar found, the share of people 65 or older using
$8.8 B Reserve Chairman Jerome Powell im-
plied that the central bank might act to Annals of Deal Making
Photograph by Samuel Corum/Getty Images; Illustration by Elias Stein

cannabis nearly doubled, from 2.4% in 2015 to 4.2% in support the economy. Intuit said it would buy Credit Karma
2018. This rising usage should spur research on older Revenue from music streaming for $7 billion…HP Inc. announced it
consumers, they say, who “are especially vulnerable to in 2019, which is now 80% of all More Goldman 1MDB Woes would repurchase $15 billion in stock
potential adverse effects from cannabis.” recorded-music sales Goldman Sachs pleaded not guilty to to rebuff Xerox Holdings, issued a
The researchers found that specific groups showed misleading investors in the sale of $6.5 poison pill, and stirred talk it might
even bigger jumps in cannabis use, including women, the
mentally ill, and those with higher incomes and, strik-
ingly, diabetics. More troubling is the increase in the
elderly who used both pot and alcohol. That co-use mir-
1,800
The number of San Francisco
billion in bonds for a Malaysian sover-
eign-wealth fund, 1MDB, which was
then looted of $4 billion. Goldman al-
ready faces $2 billion in fines on brib-
make a counterbid…Mallinckrodt
settled opioid claims with 47 states and
U.S. territories and thousands of local
governments for $1.6 billion...Food
rors behavior found in studies of states such as Washing- residents living in their vehicles, ery charges. The Wall Street Journal delivery service DoorDash filed confi-
ton, where pot has long been legal; researchers note that including RVs, in 2019, up 45% reports that Goldman has reserved dentially for an initial public offering.
combining the two drugs can compound their risks. from 2017 over $1 billion for the case.
Another finding is intriguing, given the popular legal- Exit Iger
ization rationale of helping patients suffering from To get Numbers by Barron’s Weinstein Guilty Robert Iger stepped down after 14
chronic disease. Apart from increased use by diabetics, daily, sign up wherever Hollywood producer Harvey Weinstein years as Walt Disney CEO. He’ll as-
the NYU researchers say, most of the rise in pot use in you listen to podcasts or at was convicted of two felony sex crimes sume an executive chairman role until
the elderly was by people who didn’t have chronic medi- Barrons.com/podcasts after a six-week trial in Manhattan. He the end of 2021. His replacement: Dis-
cal conditions. — Bill Alpert was acquitted on three other charges, ney theme-park head Bob Chapek.
P R EV IEW Friday The BLS releases the jobs report for February. Economists Sign up for the Review &
forecast a 175,000 rise in nonfarm payrolls and expect the Preview daily newsletter at
headline unemployment rate to remain steady at 3.6%. Barrons.com/reviewpreview
Monday 3/2 ADP releases its National Employ-

ment report for February. Expectations
Dentsply Sirona and Evergy report are for a 170,000 increase in private-
quarterly results. sector jobs, after a 291,000 jump in
January.
The Institute for Supply Manage-
ment releases its Manufacturing Pur- The ISM releases its Non-Manufac-
chasing Managers’ Index for February. turing Index for February. The consen-
Economists forecast a 51 reading, in sus estimate is for a 55.5 reading, which
line with the January figure. That would equal January’s figure.
would be the second consecutive
monthly reading above the expansion-
ary level of 50. The index finished 2019 Thursday 3/5
with five straight months below 50.
Burlington Stores, Cooper Cos.,
The Census Bureau reports construc- Costco Wholesale, H&R Block, and
tion spending for January. Consensus Kroger report earnings.
estimates are for a seasonally adjusted
VAPING BET GOES BAD annual rate of $1.34 trillion, up 0.6% Exxon Mobil webcasts its 2020 inves-
from December’s level. tor day.
A Tarnished Vaporizing Fast

Altria's $12.8 investment in Juul is
Tuesday 3/3
Advanced Micro Devices hosts its
now worth only one-third of its 2020 Financial Analyst Day in Santa
Clara, Calif.
Juul for Altria

original price after two write-downs.
AutoZone, Hewlett Packard Enter-
Value of Altria's 35% stake in Juul prise, Nordstrom, Ross Stores, and
$15 billion
Target report earnings. Friday 3/6
Altria’s big bet on vaping is shrinking fast. The tobacco It’s Super Tuesday in the Democratic The Saudi Arabia–led Organization
giant best known for Marlboro cigarettes invested $12.8 10
primary. A third of all delegates are up of the Petroleum Exporting Countries
billion for a 35% stake in e-cigarette maker Juul Labs in for grabs as 14 states head to the polls. hosts a meeting with its non-OPEC
2018. A year later, the investment was a third of its origi- allies in Vienna. Energy-demand fore-
nal value, after Altria wrote it down by $4.5 billion in 5 Chevron hosts its 2020 Security Ana- casts have been cut, due to the effects of
October and $4.1 billion in January. lyst meeting in New York. CEO Mike the coronavirus outbreak, but there
The reason: mounting lawsuits against Juul over vap- Wirth will be among the speakers. has been no consensus on cutting oil
ing’s health risks, especially among teens. Earlier this 0 production.
year, the Trump administration banned certain e-ciga- Dec. 2018 Oct. 2019 Jan. 2020 Keysight Technologies and Lam
rettes with fruit and candy flavors. To continue selling in Source: company statements Research hold investor meetings in
the U.S., Juul reportedly plans to pitch a device with age- New York.
verification capability—along with retooled marketing—to Sluggish Growth Coming Earnings
Consensus Estimate Year Ago
the Food and Drug Administration. Altria's annual sales growth has
Juul’s woes have hurt Altria’s results and share price. slowed in the past few years in a Wednesday 3/4 M
Ziopharm Oncology (Q4) -0.08 1.29
For fiscal 2019, Altria posted its first loss in decades, and mature U.S. tobacco market. T
its stock has declined 23% over the past 12 months. It Brown-Forman, Campbell Soup, AutoZone (Q2) 11.80 11.50
didn’t help that U.S. lawmakers raised the legal age to Revenues net of excise taxes Dollar Tree, and Zoom Video Com- Kohl’s (Q4) 1.88 2.24
Nordstrom (Q4) 1.47 1.47
purchase tobacco products from 18 to 21. Altria forecasts munications report quarterly results.
$20 billion More Earnings on Page 32.
that its domestic sales—largely flat over the past few
years—will fall by 4% to 6% in 2020. The company also General Electric hosts a conference Consensus Estimate
backed out of a merger with Philip Morris Interna- 15 call to discuss its outlook. Day Consensus Est Last Period
tional last year that investors disliked. M Jan. Construction Spending 0.60% -0.20%
Juul isn’t Altria’s only bet on diversification in a ma- 10 General Motors has a webcast to dis- Th Q4 Productivity 1.4% 1.4%
Jan. Factory Orders -0.05% 1.8%
ture U.S. tobacco market. The company also has invested cuss its strategy for electric vehicles.
Illustration by Elias Stein
F Feb. Nonfarm Payrolls 170,000 225,000

in beer giant Anheuser-Busch InBev, Canadian pot 5 Feb. Unemployment Rate 3.5% 3.6%
company Cronos Group, and Switzerland’s Burger Centene hosts a conference call to Jan. Consumer Credit $17.0 bil $22.1. bil
Sohne, which sells oral nicotine pouches. At nine times discuss guidance for 2020. The new Unless otherwise indicated, times are Eastern. a-Advanced;
0 f-Final; p-Preliminary; r-Revised Source: FactSet
forward earnings, Altria shares seem cheap. Analysts are figures will include the impact of Well-
For more information about coming economic reports—
looking for a 34% price rebound over the next 12 months. 2008 2010 2012 2014 2016 2018 Care Health Plans, which Centene ac- and what they mean—go to Barron’s free Economic
After all, there’s only so far Juul can fall. — Evie Liu Source: FactSet quired this year. Calendar at www.barrons.com
T H E C O R O N AV I R U S S E L L O F F
Seeing Opportunity
the 10% to 15% range are common in years,’ you’d say, ‘Well, explain that to
battered energy-sector bonds from me again,’ ” Buffett said.
leveraged companies like Range Re- Investors looking for a haven may
sources (ticker: RRC), Southwestern want to consider Berkshire (BRK.A)
In Uncertain Times
Energy (SWN), EQT (EQT), and and technology leaders like Alphabet
Diamond Offshore Drilling (DO). (GOOGL), Microsoft (MSFT), and
Treasury bonds hold little appeal Apple (AAPL) that have cash-rich
relative to stocks and inflation, now balance sheets and durable businesses.
running at more than 2%, Berkshire With more than $120 billion in cash
Hathaway CEO Warren Buffett said and $24 billion of annual earnings
on CNBC last week. Fearful equity power, Berkshire is the ultimate large-
After a pummeling selloff in stocks, investors should consider cash-rich investors, however, are taking little cap haven, but it hasn’t been acting like
industry leaders like Apple, Berkshire, and Alphabet comfort from that relationship out of one lately. Investors may be focused on
concern that earnings could crater. a drop in the value of its equity port-
Buffett was also unfazed by the folio that totaled $250 billion at year
coronavirus, saying on Monday, “It end, including a big holding in hard-hit
makes no difference in our invest- Apple and bank stocks. Berkshire’s
ments. There’s always going to be Class A shares, at $309,000, are down
some news, good or bad, every day. If 9% this year, trailing the S&P 500’s
somebody came and told me that the total return of negative 8%.
global growth rate was going to be “Berkshire is cheap and misunder-
down 1% instead of 1/10th of a per- stood after all these years,” says Larry
cent, I’d still buy stocks if I liked the Pitkowsky, manager of the Good-
price, and I like the prices better today Haven fund. Berkshire’s big cash po-
than I liked them last Friday.” He may sition provides Buffett with the “abil-
like them even better now. ity to be a capital provider when
He compared the 10-year Treasury markets are in disarray.” Buffett did
to a stock “trading for 70 times earn- so successfully during the 2008 fi-
ings that can’t increase its earnings for nancial crisis and may get some new
10 years.” This calculation involves opportunities in the coming weeks.
taking the inverse of the 10-year yield, He probably has at least $50 billion to
then 1.4%. The effective price/earnings readily deploy. Pitkowsky says the
ratio on the Treasury is up to 85 now, stock looks appealing trading for an
with the yield down at 1.2%. The earn- estimated 1.3 times its current book
ings yield on stocks—the inverse of value. The nearby table shows Berk-
the P/E ratio, is more than 5%. shire’s net cash of $87 billion after
“If somebody came to you with a subtracting debt and excluding its
stock and said, you know, ‘This is a railroad, energy, and utility units.
terrific stock. It sells at 70 times earn- Technology features the best collec-
ings. The earnings can’t go up for 10 tive balance sheet of any major sector.
ByANDREW BARY 13%, to 8,567.
T
The old saw is that the one thing Gold vs. Stock
he black swan event that Wall Street hates more than anything
Wall Street has long feared is uncertainty, and that is true now. Gold S&P 500 Index
materialized with the coro- The coronavirus impact on the econ-
50%
navirus epidemic, rattling omy and profits is difficult to quantify,
equity markets and badly and investors fear the worst.
shaking investor confi- Treasury yields fell sharply, with 40
dence after an 11-year bull the 10-year note ending the week at a
market. record low of 1.17%. Muni bond yields 30
The scale and speed of the recent are even lower, as risk-averse inves-
U.S. stock market losses were stun- tors pile into the hot tax-exempt mar-
20
ning. The Dow Jones Industrial Aver- ket. The double-A-rated Los Angeles
age plunged 3,583 points, or 12%, last International Airport sold $738 mil-
week, capped by a 357-point drop on lion of bonds last week at a range of 10
Friday. It was the steepest weekly per- just 0.63% for a one-year maturity to
centage decline since the financial 1.44% in 20 years. 0
crisis. The index now stands 14% be- Cracks are appearing in the junk-
low its all-time high of 29,551 set on bond market, with the yield spread -10
Chris Gash
Feb. 12. The S&P 500 index has de- relative to Treasuries widening by a
clined 13%, to 2,954 from its Feb. 19 percentage point. The average junk July 2017 Jan. 2018 July 2018 Jan. 2019 July 2019 Jan. 2020
peak of 3,386, and the Nasdaq is down yield is still less than 6%, but yields in Source: FactSet
Solid and Safe yields. BP, at $31, yields 8.1%, and

Here are some stocks investors should consider in times of market turmoil. Royal Dutch Shell, at $45, yields 8.4%.
Gold and mining shares were hit on
Company / Ticker Recent Market Change 2019 EPS 2020E EPS 2020E P/E Dividend Net Cash Friday as investors took profits after
Price Value (bil) From High* Yield (Debt) (bil) the recent run-up. The metal fell $75.90
Conglomerate Berkshire Hathaway / BRK.A $309,096 $502.5 -10.2% $14,671 $15,962 19.4 None $87.4 an ounce on Friday, to $1,564, but is
still up 3% this year. Gold’s haven ap-
Alphabet / GOOGL $1,339.25 $920.5 -12.2% $45.34 $63.02 24.8 None $115.1
peal is rising as U.S. rates move lower.
Technology Apple / AAPL** 273.36 1,196.1 -15.5 11.89 13.62 20.1 1.1% 99.0 The major gold-mining companies,
Microsoft / MSFT*** 162.01 1,232.3 -13.5 4.75 5.67 28.6 1.3 64.6 long known for focusing on growth
rather than profits, are now more
Bank of America / BAC $28.50 $248.8 -17.9% $2.94 $3.03 9.4 2.5% N/A shareholder-focused, while offering a
Banks
JPMorgan Chase / JPM 116.11 356.9 -15.6 10.72 10.83 10.7 3.1 N/A leveraged play on the metal. Barrick
Gold (GOLD), at $19, is run by Mark
Barrick Gold / GOLD $19.04 $33.9 -9.3% $0.51 $0.69 27.6 1.5% $ (2.2)
Gold Bristow, who may be the industry’s
Newmont / NEM 44.63 36.0 -3.3 1.32 1.91 23.4 1.3 (3.9) best CEO. Newmont (NEM), at
Chevron / CVX $93.34 $175.4 -15.7% $6.27 $6.61 14.1 5.5% $ (21.2) $44.63, sees $1.6 billion of annual free
Energy cash flow at $1,600 an ounce, a 4.4%
ConocoPhillips / COP 48.42 52.3 -18.3 3.59 3.18 15.2 3.5 (6.8)
free cash flow yield. Its free cash flow
Comcast / CMCSA $40.43 $184.1 -12.1% $3.13 $3.22 12.5 2.3% $ (96.8) rises $400 million for each $100
Telecom
Verizon Communications / VZ 54.16 224.0 -7.0 $4.81 $4.94 11.0 4.5% (108.9) change in the price of the metal.
“I don’t mind having exposure to
*S&P 500 all-time high on 2/19/2020; **Fiscal year ends September; ***Fiscal year ends June; E=Estimate; N/A= Not Applicable Sources: Bloomberg; company reports an alternative currency, gold, with the
macro backdrop of negative rates
around the world and increasing fiscal
Google parent Alphabet was sitting on 10 most active days since 2017.” since 2009 last week. Oil prices deficits,” Pitkowsky says.
$115 billion of net cash at year-end Monetary stimulus—with the Fed- cracked with Brent, the international Bank stocks have been clobbered
2019, 13% of its market value, while eral Reserve expected to cut interest benchmark, falling 14% last week to during the selloff, as investors see
Apple had $99 billion of net cash and rates at least twice this year—will pro- $50.50 a barrel, amid fears of weaker weaker interest income in a lower-rate
Microsoft, $65 billion. “Alphabet has a vide an added boost, Paulsen said. On demand for jet fuel and other prod- environment, increased credit risks,
dominant, predictable business, with Friday, the Fed indicated that it was ucts. Brent is now down 23% this year, and lower revenue from investment
top-line revenue growth at almost prepared to cut if needed. “The Federal while West Texas Intermediate crude banking and trading.
20%,” Pitkowsky says. The stock, he Reserve is closely monitoring develop- is off 27%, to $45 a barrel. The The major stocks are down an aver-
says, trades for a high-teens multiple ments and their implications for the Energy Select Sector SDPR (XLE), age of nearly 20% since Feb. 19 and now
of next year’s earnings, excluding its economic outlook,” Fed Chairman Je- dominated by Exxon Mobil (XOM) trade for an average of 10 times pro-
cash and losses in newer businesses. rome Powell said in a statement. and Chevron, is now off 25% so far jected 2020 earnings or less even after
In industry after industry, it may One of the biggest challenges is this year, to $45, and yields 5.2%. recent reductions in earnings estimates.
pay to stick with the strongest compa- projecting corporate earnings, given Dividend coverage from free cash Industry leader JPMorgan, at
nies, including a defensive Verizon the uncertain impact of the coronavi- flow may be insufficient this year at $116, trades for 11 times projected
Communications (VZ) in telecom, rus on the U.S. economy. Chevron and ConocoPhillips, but 2020 earnings and yields 3.1%. Bank
JPMorgan Chase (JPM) and Bank of Goldman Sachs strategist David their strong balance sheets give them of America, at $28.50, has a 2020
America (BAC) in banking, Comcast Kostin took a shot at it last week, cut- the ability to borrow to pay their divi- P/E of about 10. Goldman Sachs
(CMCSA) in cable television, and ting his 2020 S&P 500 earnings fore- dend. J.P. Morgan analyst Phil Gresh Group (GS), at $200, trades below
Chevron (CVX) and ConocoPhillips cast to $165 a share from $174, a flat puts the cash-flow dividend break- its tangible book value of $205 share.
(COP) in the hard-hit energy sector. showing versus 2019. That reflects, he even at $56 a barrel Brent crude for So does Citigroup (C), which at
The risks are tough to calculate, but wrote, “severe decline in Chinese eco- ConocoPhillips, $55 for Chevron, and “The odds are $63.46 has a tangible book value of
stocks look more attractive. “This is nomic activity in the first quarter, $88 for Exxon Mobil. The high break- this will turn $70. Tangible book has often proven
scaring the heck out of people, but it’s lower-end demand for U.S. exporters, even for Exxon reflects its heavy capi- to be a floor under bank stocks, since
rapidly revaluing stocks,” says Jim supply-chain disruption, a slowdown tal spending as it seeks to increase out to be it amounts to a conservative liquida-
Paulsen, strategist at the Leuthold in U.S. economic activity, and elevated production by about 25% by 2025. good deal tion value.
Group. “The odds are this will turn uncertainty.” Chevron, at $93, now yields 5.5%; The selloff comes after banks have
out to be good deal for investors that If the economy lapses into a reces- Conoco, at $48, 3.5%. Exxon finished for investors emphasized their greatly improved
ultimately results in higher highs later sion, he wrote, S&P earnings could be at $51.44, after hitting its lowest level that balance sheets compared with levels
this year.” down 13% this year to $143. If the vi- since 2005. It now yields almost 7%. before the financial crisis.
Corporations “are buying this dip,” rus is contained, Kostin sees $170 in What a comedown for a company that
ultimately “This is an opportunity for the
according to Goldman Sachs, one of operating earnings. With the S&P 500 was the largest by market value in the results in banks to show their strength and
the leading Wall Street firms that exe- at 2954, the index trades for 17.4 times world less than a decade ago. Expect demonstrate that they are much
cute repurchase programs. In a client Kostin’s high estimate, 17.9 times his Chevron and Exxon to address their
higher highs more resilient than in the past,” says
note on Friday, Goldman said that middle estimate, and 20.1 times his dividends at annual investor day later this Wells Fargo analyst Mike Mayo.
corporate buybacks from Monday to low projection. events this week. BP (BP) and Royal Leaders in other major industries are
Thursday were the “most active days Big energy companies have some of Dutch Shell (RDS.B) have lower—
year.” also in a position to flex their mus-
since February 2018,” with two of the best yields in the stock market and therefore safer—dividend break- Jim Paulsen, the cles. If they do, stocks could be a lot
Leuthold Group
those days “grabbing spots in our top after the group fell to its lowest level evens than their U.S. peers and higher higher by year end. B
How Bad Will Supply

and Japan together account for more balance sheets. “We’ve seen the finan-
than a quarter of U.S. imports—and cial position of the corporate sector
more than half of American imports of deteriorate over the past couple of
computer and electronics products. years,” she says. “Interest coverage on
On Thursday, Goldman Sachs re- debt has been eroding. A potential
Disruptions Get? vised its U.S. corporate earnings

growth estimates down to zero, largely
because of supply-chain worries. Feb-
ruary survey data show that shipment
times from Japan and Europe are al-
shock to earnings could influence their
ability to cover that interest expense.”
More than a dozen companies in
myriad industries—from technology
to toothpaste, agriculture, and toys —
ready “increasing substantially,” Gold- have told investors that the coronavi-
Virus-related production delays could hurt earnings across a range of man noted. rus is disrupting their supply chains.
industries, with tech and apparel looking especially vulnerable. Analysts initially quantified the Some have said they are expecting an
direct impact of the coronavirus on impact on earnings, but few have
the economy, expecting it would al- quantified that. “Trying to size per-
most exclusively affect China and not fectly the coronavirus impact at this
spread widely in other nations. The point is incredibly difficult,” CEO
economic dent in that case was rela- Corie Barry said on Best Buy’s (BBY)
tively simple to pinpoint. Estimates fourth-quarter earnings call Thurs-
tended to range from $150 billion to day.
$400 billion, or less than 0.5% of The impact on earnings could vary
global gross domestic product. widely by sector. “Where industries
Under that scenario, the industries are more balanced in their global foot-
most affected would include travel print for suppliers and manufactur-
and tourism providers, and consumer ing, they have options,” Rishi says.
companies selling into China. Shares The auto industry is relatively in-
of the two U.S. companies with the sulated from supply disruption, for
most direct exposure to China as a instance, because several companies
percentage of sales—Yum China have built regional factories to serve

Holdings (YUMC) and Wynn Re- local markets, he noted. “My concern
sorts (WYNN)—have fallen more right now is really for consumer
sharply than the broader market. packaged-goods companies and retail-
Oil companies are reeling, too, be- ers who have a higher concentration
cause China is the world’s largest petro- of goods coming from China,” he says.
leum importer. Crude has fallen more Apparel and footwear companies are
than 20% since the start of the year. in particular trouble, says analyst John
Consumers, who account for 70% Kernan, an analyst at Cowen. They

of U.S. economic activity, might not source about 30% of their goods from
By AVI SALZMAN China and Southeast Asia. A pro- see the impact of supply-chain disrup- China, and other countries in the chain
T
longed delay in parts procurement not tions immediately. Instead, inventory often get raw materials from there. “The
ariffs gummed up global only would threaten corporate earn- shortages would start to show up in supply chain emanates out of Southeast
trade routes over the past ings, but could imperil companies’ company sales. “If your sales are slip- Asia, and China in particular,” Kernan
two years. The coronavirus ability to make debt payments. ping, you’re going to be more reluctant says. “It’s not just the factories. A lot of
has now frozen them. Among individual companies, Ap- to bring on new workers,” Wells Fargo the materials that go to Bangladesh and
This has the potential to ple (ticker: AAPL) and Microsoft economist Sarah House says. Vietnam and other areas emanate from
cause an economic shock (MSFT) warned investors in February An earnings shortfall might also hit China. It’s a mess.”
unlike those that led to that they would miss sales estimates
recessions in the recent past: the oil because of supply-chain problems, but
spike in 1991 that hit consumer wallets didn’t put numbers on the impact. Ex- Supply Chain Risks
or the credit crunch in 2008 that pect more such warnings in coming U.S. industries differ widely in how much they depend on imports.
seized up lending markets. The coro- weeks. 40%
navirus has severely disrupted nearly “In the last two decades, China 35.7 Percent of inputs that Share of total U.S
every link in the global supply chain, became the factory of the world,” says are imported industrial production
30
from raw materials to components to Girish Rishi, CEO of supply-chain 25.9
24.5 24.3 23.4
finished goods, which could lead to software provider and consultant Blue 22.5
21.3 21.2
curtailed production, product short- Yonder. “Consumer packaged goods, 20
ED JONES/AFP via Getty Images

ages, and financial stress across a automotive, apparel, high-tech. I can’t
range of industries. How manufactur- tell you which sector is not getting 10 9.7
ing delays ripple through the economy impacted.” 5.4 4.8
3.4 2.9
isn’t so straightforward, however. That is particularly true now that the 1.8
0.2 1.2
Tech companies, apparel makers, virus has spread to other major manu- 0
Petroleum Transportation Primary Electrical Apparel Machinery Computers Furniture and
and industrial-equipment manufactur- facturing hubs such as South Korea, and coal equipment metals products and related
ers are likely to be hurt most, given that and Japan, and is starting to move electronics products
they are most reliant on inputs from through Europe. China, South Korea, Source: Wells Fargo Securities
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Cincinnati, OH New York, NY New York, NY New York, NY New York, NY
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Orinda, CA Rockville, MD Atlanta, GA West Hartford, CT San Francisco, CA
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Houston, TX Toledo, OH New York, NY Menlo Park, CA
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Virus Crisis
So far, retailers’ shelves aren’t
going empty, but that might not be
far off, he warns. “Eventually, you’ll
have a slowdown in goods coming
into the country.”
Apparel companies were trading
at high valuations coming into the
Could Test
year, adding to the risk in their
stocks. “A lot of companies across
my space will have to issue guid-
Health-Care
Industry
ance reductions,” he says.
Consumer products manufactur-
ers already are discussing delaying
product introductions. Normally,
they start ramping up new fall
launches in January or February,
says Suketu Gandhi, leader of the From possible drug-treatment
digital supply-chain group at the breakthroughs to pressures on
consulting firm Kearney: “The supply and hospitals, the outlook
whole thing is pushed out at least
four months.”
for investors is jumbled for now
Manufacturing companies are
also likely to be affected. Engine-
maker Cummins (CMI), Lincoln
Electric Holdings (LECO), and By JOSH NATHAN-KAZIS
T
industrial-equipment maker
Terex (TEX) said at a recent con- he outlook for health-care before falling as far as $23.05, and the antiviral now seen as the best hope
ference that the virus could hurt companies has become closing down 10.3% on the day.
“Everyone is for a Covid-19 treatment, rose early in
bracing for
first-quarter earnings and “spoke murkier as fears over the All of that action is over a vaccine the week before also falling on
to something much more broad- novel coronavirus epi- that has yet to be tested in humans. Thursday. “I am skeptical of this
based (i.e. supply chain, customer demic loom over the “I would like to be honest with you
what might being a big business for them,” Bern-
start-up issues) if it’s not contained market. about this—there’s a lot of uncertainty come, but stein analyst Ronny Gal says.
in weeks, let alone months,” writes If a patchwork of local here,” said Peter Marks, the director Or, as Gilead said in a statement,
Barclays analyst Adam Seiden. epidemics coalesces into a pandemic of the Food and Drug
nobody “The potential commercialization of
“The virus has flipped a positive to in the coming weeks, health-care com- Administration’s Center for Biologics knows how this investigational compound is far
a likely negative that’s not yet re- panies will be on the front line: treat- Evaluation and Research, at an to respond from our minds right now.”
flected in most estimates.” ing the ill, paying for care, and seeking investor conference held by SVB
Tech is threatened, too, and it’s cures, even as they try to avoid dis- Leerink on Wednesday. “You don’t at this mo- Drugmakers
not only big companies such as ruptions to everyday medical services. have a product yet.” ment in The impact on the pharmaceutical
Apple and Microsoft. Tech equip- What this would mean for inves- Even if the vaccine does work, supply chain is already a major worry.
ment maker Jabil (JBL), an impor- tors in the health-care sector is diffi- there’s no real business model for time.” Drugmakers rely heavily on ingredi-
tant cog in the supply chain for cult to predict. Hospitals, for example, vaccines that treat emerging viral Michael Ganio, ents made in Chinese factories, which
companies including Amazon.com could benefit from increased traffic. threats, a major reason that the phar- director of phar- could cause supply problems as the
macy practice and
(AMZN), withdrew its financial Or they could see revenues fall as maceutical industry has generally not quality at the virus’ disruption of the Chinese econ-
guidance Tuesday and said that elective surgeries are canceled. focused on the problem. It is far from American Society omy continues.
impacted factories were running at Here’s how Covid-19, the disease clear that Moderna could ever make of Health-System “The longer this goes on, the more
Pharmacists
just 65% to 70% of capacity. caused by the virus, could affect key money from its Covid-19 vaccine. at risk some of these drugs will be,”
Potential disruptions could be segments of the health-care industry. Moderna’s CEO, Stéphane Bancel, says Michael Ganio, director of phar-
worse had companies not been pay- said on an earnings call on Wednes- macy practice and quality at the
ing more attention to their supply Biotech day that the company wasn’t focusing American Society of Health-System
chains due to the U.S.-China trade The big story in biotechnology this on commercialization. “On corona, Pharmacists, a professional group for
spat. Multinationals have been past week has been the rise and fall our only focus as a team is public hospital pharmacists.
working on diversifying them for of the share prices of Gilead Sci- health,” Bancel said. The sourcing of active pharmaceu-
the past three years as U.S. tariffs ences (ticker: GILD) and Moderna Still, the apparent success of Mod- tical ingredients, or APIs, is cloaked
ramped up. (MRNA), two companies that have erna’s approach so far could be seen in secrecy, so it’s hard to know which
“At least compared to prior peri- drawn significant attention for their as a positive for the company’s other drugs need Chinese ingredients. But it
ods of supply-chain disruption, progress on a treatment and a vac- programs. “We view the coronavirus is a major factor: The CEO of Sanofi
companies seem to be better pre- cine for the coronavirus. [vaccine] as a demonstration of manu- (SNY), which owns a handful of API
pared in terms of their inventory The drugs seem promising. But the facturing, rather than a core value plants, told Barron’s that 60% of the
levels,” House says. “That suggests initial stock reaction was overblown, a driver,” says Chardan analyst Geulah world’s API is made in China.
that there’s a little bit more time for realization that hit investors hard on Livshits. On Thursday night, the FDA re-
Chris Gash
this to get sorted out and for ship- Thursday. Moderna shares gained Shares of Gilead, which announced ported the first U.S. drug shortage as
ping and production to resume be- 22.7% on Wednesday, then opened up on Wednesday evening that it had be- a result of the epidemic, although the
fore we start to see it in the data.” B another 23% on Thursday, at $35.88, gun two additional trials of remdesivir, agency would not say which drug was
affected. The shortage came far sooner obviously very worried about active
than experts had predicted, though it was pharmaceutical ingredients that come
impossible to gauge its seriousness based
on the limited information provided by
from” affected areas in China, the FDA’s
Marks said on Wednesday. “Invest for the long term and
the FDA. For now, all pharmacists can do is wait.
Pharmaceutical companies generally “Everyone is bracing for what might come,
have a substantial amount of backup API
on hand, but those stores won’t last
but nobody knows how to respond at this
moment in time,” Ganio says.
be disciplined about price.
forever. Bernstein’s Gal recently wrote
that “spot shortages” of generic drugs Health Insurers
could come in the second quarter or early
in the third quarter of this year, citing
It would take a very significant Covid-19
outbreak in the U.S. for managed-care
The rest is noise.”
conversations with industry executives. companies to feel the impact. “I would
On Friday, Gal said that the single think that, even with some escalation from
reported shortage was not yet cause for here, you’re not talking about anything - Jim Cullen, Chairman & CEO
concern. “This does not rise above the that’s material,” says David Windley, an
regular noise level,” he said. analyst at Jefferies. “If we get an outbreak
Officials have been raising alarms and the impact gets into the tens of
about the broader issue of overreliance on thousands, like it is in China, we’re
Chinese API manufacturers. The federal
government’s U.S.-China Economic and
probably having a very different
conversation.”
High Dividend Value Equity
Security Review Commission warned in Windley says that the serious flu
November that reliance on drugs and season that just passed had a negligible
APIs from China “presents economic and impact on the insurers. The S&P 500
national security risks.” Managed Health Care index fell 7% in
Enhanced Equity Income
Drugmakers have said that they had no February, but that probably reflects in
shortages yet. “The situation is fluid, but part the ascendance of Sen. Bernie
at this point we do not anticipate impacts Sanders to Democratic front-runner
Value Equity
to our supply chain unless disruption due status, given that his health-care plan
to the Covid-19 outbreak is sustained over would drastically reorder the industry.
the next several months,” Merck (MRK) Experience shows that, at least for
said in a statement. some managed-care companies, even a
On an earnings call on Thursday
evening, Mylan (MYL) CEO Heather
bad-case scenario might not be that bad.
Very severe flu seasons aren’t always bad
International High Dividend
Bresch said that the virus could hit the for the business of insurance companies
company’s supply chain. “Given the global with lots of Medicaid contracts, Windley
nature of our supply chain, operations, says, since the companies can recoup their
and businesses, our results could losses in subsequent pricing negotiations. Emerging Markets High Dividend
potentially be impacted,” she said. “Investors tend to not view it as a severe
Early in the week, the FDA said it negative,” Windley says.
knew of 20 drugs sold in the U.S. that
were finished in China or relied on APIs Hospitals
produced exclusively in China. “We’re Publicly traded owners of hospitals face a
particularly high degree of uncertainty
going into a possible epidemic. Their
Hope Amid the Fear services would be in high demand, but
Shares of Moderna surged on news that its their business could be substantially
experimental coronavirus vaccine may be disrupted. On an earnings call on
ready for human trials. Thursday, Steve Filton, the chief financial
$35 officer of Universal Health Services For further information, please contact Schafer Cullen Capital Management
(UHS), which owns 26 inpatient acute-
212.644.1800 • info@schafer-cullen.com • schafer-cullen.com
care hospitals in the U.S., was asked
30
whether a coronavirus outbreak could
drive down procedure volumes for the
25 company.
“I think the only thing we can sort of Schafer Cullen Capital Management is an independent investment advisor registered under the Investment
20 fall back on is respiratory ailments that Advisers Act of 1940. This information should not be used as the primary basis for any investment decision
we’ve experienced before, either very busy nor, should it be construed as advice to meet a particular investment need. It should not be assumed that any
15
flu seasons or SARS,” Filton said. “We security transaction, holding or sector discussed has been or will be profitable, or that future recommendations
have found that our elective procedures or decisions we make will be profitable or equal the investment performance discussed herein. A list of all
have really not been impacted by a busy recommendations made by the Adviser in this strategy is available upon request for the 12 months prior to the
10
respiratory ailment season.” date of this report.
April ’19 July Oct. Jan. ’20 That might not be the case this time,
Source: FactSet the CFO added. B
18 BARRON’S March 2, 2020 March 2, 2020 BARRON’S 19
Companies Getting Ready

Cope With For Coronavirus
Cancellations
P2BW062000-0-W01800-2--------XA Composite
The new coronavirus has infected
tens of thousands, killed thousands,
And Closures and roiled markets world-wide.

More cases in the U.S. are expected.
No drug or vaccine is currently
A
s the coronavirus outbreak
available for the disease, Covid-19,
upends global markets, caused by the virus. It’s important of
BG,BM,BP,CC,CH,CK,CP,CT,DN,DR,FW,HL,HO,LA,LD,LG,LK,MI,ML,PI,PV,RO,TD,WO
companies worldwide are course to wash your hands with soap

grappling with everything
from supply-chain disrup- and water for at least 20 seconds—or
tions to quarantines that use a hand-sanitizer with at least
effectively amount to 60% or more alcohol. And cover
consumer lockdowns. It’s a test of
business-continuity plans on an un- pany said. “These steps include main- Nike (NKE) has closed about half your cough and sneeze.
precedented scale, as the virus spreads taining critical inventory at major distri- of its stores in China, while the re- Here are some other precautions:
from its epicenter in Wuhan, China, to bution centers away from high-risk maining stores are reporting lower-
• Avoid touching your face.
South Korea, Italy, and beyond. areas and working with external suppli- than-expected retail traffic. The ath-
Here is what some of the biggest ers to support our preparedness plans.” letic-apparel maker didn’t respond to • Don’t wear a face mask unless
companies are saying about the virus’ a request for comment, but said it your doctor says so. The Centers for
impact and their plans: Travel plans to provide an update about the
Disease Control and Prevention
JetBlue Airways (JBLU) said on virus’ impact on its third-quarter
Tech Wednesday that it will help people who earnings call. doesn’t recommend face masks to
Apple (ticker: AAPL), in an update to have to cancel travel plans by halting Yum China Holdings (YUMC), prevent the contraction of respira-
quarterly guidance on Feb. 17, noted change and cancelation fees for new which operates fast-food brands in-
that work is starting to resume in flight bookings through March 11 for cluding KFC and Pizza Hut, has closed tory diseases, including Covid-19.
You know the feeling when you actually wake China at its own factories and manu-
facturing partner sites after being
closed. CEO Tim Cook, in an interview
travel completed by June 1. United
Continental (UAL) and American
Airlines (AAL) earlier in the week
30% of its restaurants. For those that
are still open, same-store sales have
declined up to 50% since the Lunar
• Have on hand a few weeks’ supply
of any prescription drugs you take.
• Give people who are coughing or
up early to go to the gym?
on Thursday on Fox Business, affirmed suspended cancellation and rebooking New Year. Pizza Hut sales have strug-
the production ramp-up: “I think of fees for flights to South Korea, as the gled more than those of KFC, which has sneezing some space—6 feet or more.
EE,EU,MW,SW,WE
this as the third phase in getting back illness spread to that country. a stronger delivery business, as more
• Stay home if you feel sick. In cer-
to normal.” InterContinental Hotels Group Chinese are opting for takeout.
Cisco Systems (CSCO) noted that (IHG) said that 160 hotels are closed in tain instances, your doctor may
Rolling over your old 401k can bring you that same sense of satisfaction—without the alarm clock. Our team of its Webex division, which develops China or closed to new guests. Still, Media and Entertainment recommend isolating yourself.
rollover specialists will walk you through the process step by step, and even call your old provider. We do the and sells online meeting and video- while InterContinental CEO Keith Barr Walt Disney (DIS) said on Friday that
• Talk to your family and colleagues
conferencing applications, has seen an expects the postponement and cancel- it would close its two Tokyo parks until
heavy lifting so you can focus on feeling accomplished. expanded user base in the wake of the lation of conferences to have an impact, March 15. Its Shanghai Disneyland and about how to handle disruptions.
MAGENTA
BLACK
CYAN
YELLOW
outbreak. Traffic on some of Webex’s he offered a hopeful outlook: “What I Hong Kong Disneyland parks have The CDC recommends avoiding
Get up to $600 when you roll over your old 401k into an IRA. routes in China has increased 22 times, saw during [swine flu] and other times been closed since late January. It ex-
while the company has seen four to five in China, the key thing to remember is pects millions of dollars in lost income. all nonessential travel to China and
Visit tdameritrade.com/rollover to get started today. times as many users in Japan, South the Chinese government’s ability to Sony (6758.Japan) and Microsoft South Korea, while advising the el-
Korea, and Singapore. stimulate economic growth and activity (MSFT), which both plan to release derly and those with chronic medical
is unlike any other country.” gaming consoles this holiday season,
Health Care canceled their participation in the conditions to consider avoiding
Johnson & Johnson (JNJ) said it has Consumer Goods and Apparel Game Developers Conference, or travel to Iran, Italy, or Japan. Precau-
P2BW062000-0-W01800-2--------XA
Composite C M Y K
taken actions to promote virus preven- Starbucks (SBUX) CEO Kevin John- GDC, in mid-March in San Francisco.
Andrea Verdelli/Getty Images

tions should be applied to travel to
tion with its employees, and to support son tweeted an update regarding Star- A number of other firms have also
the continued production and distribu- bucks China on Thursday, saying that pulled out. These kinds of confer- Hong Kong. If you are traveling, be
A rollover is not your only alternative when dealing with old retirement plans. Please visit tdameritrade.com/rollover for more information on rollover alternatives.
tion of medical and pharmaceutical 85% of the company’s locations in the ences have historically been used to sure to bring health insurance
See tdameritrade.com/600offer for offer details and restrictions/conditions. This is not an offer or solicitation in any jurisdiction where we are not authorized to do products. “We have robust continuity country are back up and running. generate buzz and media coverage for
business. TD Ameritrade, Inc., member FINRA/SIPC. © 2019 TD Ameritrade. plans in place to prepare for unforeseen About half of Starbucks’s 4,300 loca- coming products.
information with you. —Ben Walsh
events and to meet the needs of patients, tions in China were closed in January —Tomi Kilgore, Jacob Passy,
customers, and consumers,” the com- due to the coronavirus. and Connor Smith
Venture Capital
By DAREN FONDA
Illustrations By Lars Leetaru
W
hen Jim Adler joined Toyota Motor, he had never before
Attracts the
worked for a car company. But Adler had something Toyota
wanted badly: experience in venture capital.
Toyota (ticker: TM) gave him a mandate to find start-ups that
might pay off. Since 2017, Toyota has committed $200 million in
funding for start-ups, including backing for electric air taxis
(Joby Aviation), robotic furniture (Bumblebee Spaces), and soft-
Corporate Crowd
ware for “autonomous vessels” (Sea Machines).
It’s a long way from cranking out Camrys, but that’s the point.
“If you look at our portfolio, there’s a lot of weird stuff and that’s OK,” says
Adler, who worked as a rocket engineer and launched his own start-ups before
joining Toyota AI Ventures. “The nice thing about venture capital is that it lets
you grow your commitment as the experiments pan out.”
Investing in start-ups is seen as one way to gain an edge in new technologies and spark Toyota’s interest in venture capital reflects an accelerating trend: More corpo-
future growth. But does the arrival of corporate VC signal a peak in the market? rations are placing early bets on untested technology, hoping to capture much of
the upside—and excitement—that was write-downs and losses when the Suiting Up Calif., including such multinationals as
long reserved for traditional venture- party fizzles out? Corporations worldwide invested in 3,234 venture capital Saudi Aramco (2222.Saudi Arabia),
capital firms. More than 1,800 corpo- Some venture capitalists have long deals last year worth a total of $57.1 billion, up from $17.9 Air Liquide (AI.France), Samsung
rate venturing programs were active argued that companies should stay out billion in 2014. Electronics (005935.Korea), BP, and
worldwide in 2019. About half of ven- of the industry. “I hate corporate in- Investment (bil) / Left Scale Number of Deals / Right Scale Brazilian bank Itau Unibanco Hold-
ture-capital deals last year included vesting, I think it’s dumb,” Fred Wil- ing (ITUB). Venture capitalists gave
$60 3500
corporate money, up from 25% in 2010. son, one of the most successful VCs, talks on how to build a successful cor-
And many nontech companies that told a CB Insights conference in 2016, 50
porate program; start-ups discussed
never set foot in the waters are now just as corporate capital started to 3000 success stories with corporate benefac-
taking the plunge. Kellogg (K), Star- pour in. “Don’t waste your money 40 tors.
bucks (SBUX), JetBlue Airways being a minority investor in some- 2500 A start-up called Starship Technol-
(JBLU), State Farm, and Capital One thing you don’t control. You’re a cor- 30 ogies took the stage to demonstrate a
Financial (COF) have founded ven- poration! You want the asset? Buy it.” 2000 self-driving robot that could deliver
ture divisions in recent years. Even As for the start-ups taking corpo- 20 pizza to a dorm. A golf simulator drew
7-Eleven has a venturing arm, invest- rate money, Wilson said that it’s “be- 1500 hundreds of attendees, and venture
10
ing in mobile payments, “digital loy- cause they can’t get money from any- firms entertained clients with filet
alty” technology, and kiosk-based one else, or the corporation paid a mignon and crab-cake dinners, net-
0 1000
keys. (It hasn’t disclosed plans to rein- higher price than I would pay; so they 2014 2015 2016 2017 2018 2019 working to keep the capital flowing.
vent the Slurpee, however.) do business with the devil.” Source: CB Insights TDK Ventures, the venture arm of
All told, corporations worldwide Four years later, attitudes are shift- Japanese electronics company TDK
participated in 3,234 venture deals last ing, and plenty of start-ups sound (TTDKY), is backing Starship. Nicolas
year, worth a record $57.1 billion, ac- thrilled to take corporate money. Sauvage, managing director of TDK
cording to CB Insights. How much “We wouldn’t be here without cor- rity-camera software (Viakoo), and Ventures, says he expects delivery
companies actually invested is not porate venture,” says Joe Madden, fall-prediction technology for elder robots to go mainstream in five to 10
disclosed, but deal activity has been CEO of Xpansiv CBL, a commodity- care (Foresite Healthcare). years, for both safety and efficiency
rising for years, including an 8% in- data exchange backed by BP (BP), Corporations, to be sure, aren’t the reasons. “We wanted to learn about
crease from 2018 to 2019. In 2014, Occidental Petroleum (OXY), and only ones throwing money at start- the technology,” he says, “and we
companies invested in 1,494 deals Macquarie Group (MQG.Australia). ups. Mutual funds and their corporate “You don’t didn’t have to write a big check.” In-
worth $17.9 billion. The firm recently raised $25 million. parents have been doing so for years, deed, TDK is supporting Starship
need to
Yet corporate capital is flooding in Madden says his backers see a growth along with sovereign wealth and pen- with engineering and software tech-
at a time when deal activity and valua- market in exchanging data on environ- sion funds. And funding is near re- acquire a nology, and its investment—less than
tions may be peaking—resulting in mental costs embedded in raw materi- cord levels. Although growth is slow- $10 million—looks more like an ex-
unwelcome surprises for sharehold- als. “Traditional VCs were looking for ing, venture funds plowed $137 billion
$100 million ploratory mission than one with a big
ers. Altria (MO) recently took an ad- short-term, niche investments—they into start-ups last year, more than company— financial gain in mind.
ditional $4.1 billion hit on the value of want your time-to-market to be to- triple 2012 levels. U.S. venture funds The ebullient mood in Monterey
its equity in e-cigarette maker Juul morrow,” he says. “But this isn’t like raised $46 billion in 2019. And inves-
you only reflects trends that have been gaining
Labs. SoftBank Group (SFTBY), funding a gaming app. These are long- tors cashed out a record $256 billion need to momentum for years. Corporate bal-
which runs a nearly $100 billion ven- term problems we’re trying to solve.” through sales or stock offerings, creat- ance sheets are flush with cash, and
ture fund, has taken some heavy Early-stage investing is nothing ing an enormous pool of capital to be
invest $1 companies can well afford a seat at the
losses, including a $3.6 billion write- new for corporations in the tech funneled back into VC funds. million to table. Most corporate venture funds
down on its stake in We Company, world—Intel (INTC) and Alphabet Start-ups are stoking the flames by range from $50 million to $300 mil-
formerly WeWork. (GOOGL), among others, have long developing new technologies and
see what’s lion—not all invested at once—hardly
Venture investors say those are had large venture divisions. (See side- products that are reinventing entire going on.” enough to dent a balance sheet or
isolated cases, but they reflect the bar on page 23.) industries, and corporate capital is Song Ma, Yale earnings for a multibillion-dollar firm.
risks that companies take. A fusion of But the arrival of nontech compa- adding fuel to the market. University There is also a palpable fear of miss-
venture capital, corporate capital, and nies gives a new look to corporate “Corporate venture capital is driving out. No CEO wants to face the
ever-rising valuations for private com- venture capital. Their investments are ing up valuations and deal sizes,” says board and sheepishly explain why
panies is leading public companies to coming at both early and late stages. Claudia Fan Munce, the former head management was blindsided by start-
make huge outlays on acquisitions Over the past two years, nontech pub- of IBM’s venture division and an ad- ups now posing a major threat. Several
that might have been tuck-in deals just licly traded companies participated in viser to NEA, one of the largest ven- packaged-food giants missed the plant-
a few years ago. In January, Visa (V) 300-plus deals, with a total deal value ture firms. based meat trend developed by start-
agreed to buy financial software com- of $28 billion, according to PitchBook, That is happening even as public ups Beyond Meat (BYND) and Im-
pany Plaid for $5.3 billion, just 13 more than double their investments markets balk at inflated valuations. possible Foods. Beyond Meat is now
months after contributing to a $250 and almost 10 times their value from a Indeed, several prominent start-ups worth $7.4 billion and received backing
million funding round that valued the decade ago. have delayed or scrapped their from General Mills (GIS) and
start-up at $2.65 billion. Drug distributor McKesson initial public offering plans as Tyson Foods (TSN), but other
So, are corporations arriving late to (MCK), for example, has made invest- a result, a sign that the market food giants missed it, including
the venture party? They are still shak- ments in liquid biopsies with a start- may be retrenching. Kraft Heinz (KHC) and Con-
ing a reputation among some in Sili- up called Grail and in concierge health agra Brands (CAG).
C
con Valley as “dumb money”—chasing care (Accolade). Stanley Black & orporate venture capital Hotel companies didn’t see
deals that other VCs discarded or Decker (SWK), which has made more has become its own Airbnb creating a market in
wouldn’t raise their offers for. than two dozen investments in the category, with its own shared lodging, even though
More important: Are shareholders past four years, is backing radio-fre- annual conference. In Ashton Kutcher and Jeff Bezos
at risk as companies invest at inflated quency ID technology for the health- January, hundreds of compa- did, according to Crunchbase.
prices—eventually resulting in more care and aerospace industries, secu- nies showed up in Monterey, Robinhood’s free trading app
may have caught brokerage firms by Inside Corporate Venture Capital

surprise—but not Snoop Dogg, who
was an early investor. Big Silicon Valley companies have spent years pouring money into start-ups. Non-tech firms are increasingly getting in on the act. Here’s a look at
“Corporate venture capital isn’t some of their investments.
Total
going away,” Scott Sandell, managing Year Investment /
general partner of NEA, told the audi- Corporate Parent Launched Commitment Comment
ence in Monterey. Start-ups are staying They have invested in dozens of life-sciences and tech start-ups; IPOs from its holdings
Alexandria Real Estate Equities 1996 $1 bil*
private longer before putting them- include Moderna, Vir Biotechnology, Karuna Therapeutics, and NextCure
selves up for sale or going public, re- Holds stakes in 28 start-ups with $205 million under management, including Joby Aviation
quiring more funding. “They need a Toyota Motor 2017 $200 mil (electric air taxis), Intuition Robotics (companion robots), and Sea Machines (autonomous
lot of capital to get to the finish line, controls for ocean vessels)
and good stewards of capital from any
Maker of Frosted Flakes is investing in Bright Greens (frozen smoothies), MycoTechnolo-
source will be welcome,” he said. Kellogg 2016 $100 mil
gy (mushroom-based protein ingredients), and Kuli Kuli (“green superfood”)
Some venture capital firms say that
valuations, aside from a few outliers, Food-tech fund, investing in Flowhub (cannabis retail platform), GrubMarket
Kraft Heinz 2018 $100 mil
still look reasonable compared with (farm-to-table food delivery), Zippin (cashierless checkouts for retailers)
1999. Sandell said that there are “pock- Anchor investment for a new food-and-retail start-up fund, managed by Valor Equity
Starbucks 2019 $100 mil
ets of exuberance.” Valuations in pri- Partners, which has invested in Roti Modern Mediterranean, Tesla, and SpaceX
vate and public equity markets are near One of the oldest and largest tech funds. Recent investments include Inpria
all-time highs, and “sometimes private Intel Capital 1991 $12.4 bil** (semiconductor lithography), FogHorn (“edge intelligence” software), and ZeroFOX
gets ahead of public, but all these (social-media security)
things are within reason,” he said.
GV, Alphabet’s main VC fund, has invested in 681 start-ups. Recent investments include
“I look at the fundamentals of our
Alphabet 2009 $4.5 bil* Ripcord (robotic digitization), Verana Health (life sciences technology platform),
portfolio, the health of our companies,
and Homebound (custom home builder)
and it’s in stark contrast to 1999.”
Amazon’s new Alexa Fund is backing 87 early-stage start-ups, including Sweepr
F
Amazon.com 2015 $200 mil
or JetBlue, the goals of venture (connected home), Bamboo Learning (education software), and Voiceflow (voice apps)
investing are almost entirely *Under management **Since inception Sources: Crunchbase; Company reports
strategic. Bonny Simi—a former
Olympian with degrees from

Stanford University—runs its venture “They need a That turned out to be a stretch since Scott Kupor, managing partner at ven- funds returned an annualized 14.5%
fund. She looks for start-ups that can very few products emerged from the ture firm Andreessen Horowitz, told over the past 10 years (through June
help build revenue or make JetBlue
lot of capital program. Nonetheless, Simon Burton, the audience in Monterey. 2019), essentially matching the S&P
more efficient. Simi invested in Flyr, a to get to the who runs the fund, says it has deliv- Those frosty relations among ven- 500 index’s annualized return of
start-up that developed artificial-intel- finish line, ered some results. Kellogg worked ture capitalists, start-ups, and corpo- 14.7%. Venture investing did beat the
ligence software to optimize ticket with one of its start-ups, MycoTech- rations have since thawed and now S&P 500 over the past 25 years, based
pricing. She also invested in Gladly, a and good nology, to develop a mushroom-based look more symbiotic. VCs have be- on industry averages.
customer-service technology plat- stewards of protein ingredient now used in its come more receptive to corporate Corporations also face a steep learn-
form, to help JetBlue modernize its Kashi GO bars, for example. He calls money—partly because start-ups need ing curve: They have to ingratiate
systems with real-time chat for cus- capital from the program an “arrow in the quiver more cash to build the business. themselves on Sand Hill Road, the Cal-
tomers online. any source of trend-spotting and innovation.” Some studies indicate that corpo- ifornia hub of the venture industry, and
Simi’s portfolio is too small to move rate-backed start-ups are more likely they may have to convince skeptical
C
the needle for JetBlue, which booked will be orporate venture has long coin- to go public, obtain higher valuations start-ups that they will be around for
revenue of $8.1 billion last year and welcome.” cided with boom-bust economic for their initial offerings, and produce future funding. Indeed, corporate ven-
net income of $569 million. But it may cycles. Exxon Mobil (XOM) better long-term returns. There is also turing is at the mercy of the C-suite; it
Scott Sandell,
be helping on the margins. An invest- managing general had a venture program that evidence that start-ups backed by cor- tends to get tossed when times get
ment in cybersecurity firm Shape Se- partner of venture invested in high-tech golf clubs and porate capital are more innovative, tough or a CEO departs. Hot start-ups
curity paid off last December, when firm NEA personal computers, among other filing more patents than those backed may balk at selling equity to a company
F5 Networks (FFIV) agreed to ac- things. After racking up losses of by traditional venture. that will pull the plug on a whim.
quire the company for $1 billion. (Jet- more than $2 billion on PCs alone, Venture investing can also be an For all of those reasons, corporate
Blue won’t disclose its return.) Simi according to CB Insights, the program efficient way for a company to out- venture has an element of tourism to
also invested in Joby, along with Toy- was shut down in 1984. Corporate source research and development, it. Companies often arrive on Sand Hill
ota, Intel, and other corporate back- venturing rebounded in the 1990s, says Song Ma, an assistant finance Road and make the rounds of the Sili-
ers. Joby signed a deal with Uber only to lose billions of dollars in the professor at Yale University who has con Valley “petting zoo,” says Munce,
Technologies (UBER) last year to dot-com mania. The financial crisis done research on corporate venture. the NEA adviser. “They look at you
launch air taxis as soon as 2023, drained appetite for highly speculative “It’s efficient because you don’t need from the cages of their cars, or they get
boosting the start-up’s valuation. “Our investments. It has since returned in to acquire a $100 million company— out and want to pet you.” She cautions
CFO had a little skip in his step,” Simi the unicorn era. you only need to invest $1 million to against such venture tourism. Safaris
says, after Joby’s valuation increased. The corporate interlopers have see what’s going on. It’s a defensive may be fun, but the lions can eat you
Some food companies view venture been viewed by venture capitalists mechanism to hedge or manage the for lunch.
investing as a conduit for new prod- with skepticism. “VCs would say, risk of tech disruption.”
S
ucts. Kellogg said in 2016 that its ‘Keep them out, they’re a pain, they’ll Nonetheless, it’s debatable whether hould investors be concerned
venture division would “play an im- mess up the valuation, sit on the companies could put their capital to about public companies’ private
portant role in achieving Kellogg’s board, try to steal your trade secrets’— better use. According to Cambridge outlays? It’s hard to criticize
2020 strategic growth objectives.” that was the zeitgeist 10 years ago,” Associates, an index of U.S. venture giant corporations for throwing
How Venture Capital Became Intel’s Answer to ‘Massive Disruption’
F
or many Silicon Valley companies, investing in venture capital Intel Capital isn’t structured like a VC fund, though; there are no
is nothing new. Intel pioneered the practice—since 1991, it has outside investors. The investments come from the parent company’s
invested more than $12 billion through its Intel Capital unit. balance sheet. Most years, Flanagan says, Intel Capital invests $300
The firm has taken stakes in 1,500 companies, nearly 700 of to $500 million in a combination of new investments and follow-on
which have gone public or been acquired. rounds, but there’s no strict limit. In some years, the total has topped
Its best known investments include Broadcom (ticker: AVGO), VM- $1 billion. In 2018 alone, the most recent year for which data are
ware (VMW), Citrix Systems (CTXS), Cloudera (CLDR), DocuSign available, Intel Capital invested $391 million in 38 new investments
(DOCU), Marvell Technology (MRVL), MongoDB (MDB), and Red- and 51 follow-on rounds.
Hat. Intel Capital doesn’t disclose returns but says “the program has Four Intel Capital portfolio companies went public in 2018, and 14
contributed billions in cash to Intel [INTC] in its history.” were acquired. It currently has more than 300 companies in its port-
Tami Hutchinson, an Intel Capital vice president who has been folio. Intel consistently ranks among the three most active corporate
working at the chip maker for 23 years, says the underlying goal is to venture-capital programs, along with Alphabet [GOOGL] and
“earn and learn.” Dave Flanagan, who joined Intel Capital in 1999, says Salesforce.com [CRM].
the group serves as Intel’s “eyes and ears,” particularly when it comes Intel Capital says meeting with hundreds of start-ups helps build
to computing-intensive applications like artificial intelligence, machine relationships with current and potential customers—for its portfolio
learning, autonomous driving, and fifth-generation, or 5G, wireless. companies and Intel itself. On occasion, the process leads to Intel
While some corporate venture funds prefer to take a supporting making outright acquisitions of promising businesses, although
role and allow the traditional venture funds to lead the way, Intel acts Hutchinson and Flanagan both say that’s not a primary goal.
more like a conventional venture firm in sourcing deals. Flanagan, a Intel Capital’s current priorities include artificial intelligence, au-
senior managing director at Intel Capital, says the unit led 75% of the tonomous driving, software and security, semiconductors and mem-
deals it invested in last year, and Intel Capital often takes board seats. ory, internet of things and robotics, 5G, and the cloud.
While Intel invests side-by-side with traditional venture-capital While the focus shifts over time as new technologies emerge, Intel
firms, its preferred position as a lead investor also puts the company Capital’s objective hasn’t changed much over the past three decades.
in competition with Silicon Valley’s top venture firms when it comes “We’re driven by the same principles that launched Intel Capital,”
to deal flow. “To deliver the value that we seek, we have to be an Flanagan says. “We help the company deal with massive change and
active investor,” Flanagan says. “We have to lead term sheets, take disruption. That has always been the charter—and to generate invest-
board seats, and do company building.” ment returns that pay for the cost of capital.” —ERIC J. SAVITZ
a few million bucks at start-ups that being strategically relevant,” he says. unrealized gains on the value of its also wrote down $80 million on the
could give them an edge on new tech- Most companies don’t disclose the portfolio and $70 million of net gains value of its equity investment in We
nologies or an acquisition. Most ven- finances of their venture divisions over the past two years. Company in the third quarter, though
turing programs are small in the because they are too small to be mate- Goldman Sachs Group (GS) has Goldman said it maintains “embedded
grand scheme, and they can be an rial. One exception is Alexandria invested in more than 320 start-ups profit” in the investment.
effective way to outsource R&D. Real Estate Equities (ARE), a real and other private companies since Muddying disclosures further,
Jaidev Shergill, head of Capital One Venture Deals estate owner and developer for the 2014, according to Crunchbase. But Goldman combined its venture divi-
Growth Ventures, has backed dozens life-sciences industry—which itself has Goldman’s disclosures do not show sion into a broader alternative invest-
of start-ups since 2015—almost all
On the Rise seen a venture boom, including $26 whether it is making or losing money. ing group last year and doesn’t break
The value of
companies that have worked with billion in funding in 2019. Alexandria Goldman disclosed a gain of $375 mil- out results of venture. A Goldman
deals tripled
Capital One (or want to). None of it now manages a nearly $1 billion ven- lion from IPO proceeds arising from a spokesman declined to comment.
from 2014-19.
will transform Capital One. But he ture portfolio. stake in Tradeweb Markets (TW), The worry is that a macroeconomic
invested in a data warehousing com- “It’s one of the few ways to stay at which went public last year. While shock ends the party, both in public
pany called Snowflake and a Portu-
guese start-up, Feedzai, that sells iden-
$57.1 B the leading edge of science and tech-
nology,” says Chairman Joel Marcus.
Goldman reported losses from equity
stakes in Tradeweb, Uber, and Avan-
and private markets. Corporate ven-
ture could dry up quickly in that sce-
tity-verification technology (for online Global corporate It also appears profitable: The com- tor (AVTR) in the third quarter last nario, along with traditional funding.
fraud detection). Capital One is evalu- investment in pany recently told investors that ven- year, those positions rebounded in the Public companies may then reveal the
ating the technologies or using them start-ups hit a turing “continues to generate signifi- fourth quarter, producing a total gain value of their holdings. Investors may
internally. “We pride ourselves on record last year. cant value,” including $400 million of for the year of $400 million. Goldman not like what they see. B
Walt Disney’s
and staying on at Disney would seem
a bizarre campaign strategy.
As for Disney’s fortunes, its stock
peaked at just over $150 in late No-
Sequel to Iger
vember, and recently went for $115.
Earnings per share are expected to
decline this fiscal year through Sep-
Looks Like a Hit

tember for a second consecutive year.
Coronavirus has played a role. During
Disney’s first-quarter earnings call on
Feb. 4, the company estimated the
closing of its parks in Shanghai and
Hong Kong would cost $135 million
and $40 million in operating income,
New CEO Bob Chapek has shown that he has respectively, during the second quar-
the chops in both theme parks and Hollywood ter. Obviously, a prolonged pandemic
could cost more.
The larger reason that earnings are
slipping, however, is that Disney is
By JACK HOUGH spending on content and forgoing out-
B
side licensing fees to Netflix (NFLX)
ob Chapek is a logical and others as it ramps up its own
choice to replace Bob Iger streaming services. Wall Street expects
as Walt Disney’s chief Disney to return to double-digit per-
executive, the seventh in Walt Disney CEO Bob Chapek with characters from Toy Story. centage EPS gains beginning in the
the company’s 96-year next fiscal year. The stock sells for 20
history. times forward earnings.
As the head of the com- first 19 of those years running top unit to contribute meaningfully to Our guess about the quick CEO
pany’s parks business since 2015, posts in home entertainment, studio operating profits by the fiscal year transition is less sensational than the
Chapek has overseen a doubling of distribution, and consumer products. ending in September 2024, earning Twitter gossip would have it. Before
profits, while delivering on high- Mayer was deeply involved in Iger’s just under $3 billion. Traditional TV Iger took the top job in 2005, Disney
profile projects. These include the transformative acquisitions of Pixar, is expected to earn not much more went through decades of leadership
opening of Shanghai Disneyland, the Marvel Entertainment, and Lucasfilm, then than now: $7 billion to $8 bil- battles. The company’s latest succes-
expansion of the California and Flor- and more recently, the BAMTech lion. Movies could make close to $4 sion effort got messy, ending in 2016
ida parks with their huge Star Wars streaming platform and film and tele- billion. Parks, however, are seen with the departure of its No. 2 execu-
lands, and the rollout of flexible pric- vision assets from Fox (FOXA). But earning close to $10 billion—versus tive. Iger had planned to retire in
ing to smooth visitor attendance and keeping Mayer where he is may make less than $7 billion now, and only $3 2018, but agreed to stay on through
increase revenue. Disney better off. billion five years ago. “That puts the 2021 to close the deal with Fox.
Investors will have two questions: “It could be argued that elevating spotlight on Bob Chapek,” Barron’s By appointing Chapek right away,
Why is the parks guy the right person Mayer would be a mistake, adding wrote in December. Disney prevented its succession from
for the job, and not Kevin Mayer, who significant risk to the DTC business at For now, Chapek continues to report turning into another drama.
runs Disney’s streaming businesses? this crucial juncture by diluting his to Iger, who will remain as executive Chapek has a reputation for what
Television, after all, has long been focus,” Todd Juenger at Bernstein chairman until his contract ends in some call matter-of-factness, and oth-
Disney’s biggest earner, so with view- wrote in a note to investors. December 2021. Iger says he wants to ers, gruffness. Barron’s sat down with
ers slowly migrating online, the com- And while TV has the spotlight, focus on creative work without the him last August. He does not, we can
pany must succeed with platforms like there is more action at the parks. distraction of day-to-day operations. confirm, come across like an Oscar-
Disney+, Hulu, and ESPN+. Wall Street expects Disney’s DTC “It’s critical that we fuel the pipelines party raconteur. But he spoke about
Also, why the sudden change this of our DTC business, including over- storytelling being at the center of ev-
past week? seas,” Iger says. “We obviously start erything Disney does—something Iger
Everyone knew Iger was leaving at Iger's Reign Over the Magic Kingdom with great advantages, but in the post- has told us many times. The parks,
the end of next year, but companies Walt Disney stock has returned 500% since Bob Iger became Skywalker, post-Avengers era, there’s Chapek said, are where families can
usually announce a monthslong tran- CEO on Sept. 30, 2005. an awful lot of work to be done.” go for real-world fun with the charac-
sition. Disney (ticker: DIS) announced $175 Disney shattered box-office records ters and places they have seen on their
Scott McIntyre/The New York Times / Reuters
that Chapek had already been made last year, but also wrapped up two of screens.
150
chief. Barron’s spoke with both Bobs the most lucrative film franchises in Iger still has a popularity prob-
shortly after the announcement. 125 history: the Star Wars series featuring lem—too much of it—leaving Chapek
Chapek prefers to call Disney’s 100
Luke Skywalker, and a string of Mar- for now looking like a well-regarded
streaming business by its official vel megahits featuring the Avengers. supporting actor thrown into a lead-
name, direct-to-consumer, or DTC. 75 The sudden nature of Disney’s ing role. Just remember that 15 years
“Everything I’ve done in my career 50 transition prompted Twitter specula- ago, when Hollywood kingpin Michael
has been about the consumer,” he tion about Iger’s potential political Eisner loomed large over Disney,
25
says. “Parks are about as direct-to- ambitions, Disney’s financial pros- doubters said similar things about a
consumer as you can get.” 0 pects, and even the impact of the coro- recently promoted television guy
A 27-year veteran, Chapek is no 2005 ’07 ’09 ’11 ’13 ’15 ’17 ’19 ’20 navirus outbreak. Iger is months too named Iger. Shares have returned over
newcomer to Hollywood. He spent the Source: FactSet late to consider a run for president, 500% since. B
Beware
year retirement period—rather than
the 28 assumed by Pacific Life—to
reach the $887,061 in total portfolio
The Math on
withdrawals that the tool projects.
Moresignificantly,theanalysis
doesn’tshowtheportfoliobalancethis
womanwould haveatage95ifshetakes
Estimates of thenonannuityoption.UsingPacific
Life’sassumptionofa6%annualreturn,
financialplannerand actuaryJoeTom-
401(k)Income
linsoncalculatesthatshewould havea
portfolioworthnearly$880,000atthe
tool’sassumedlifeexpectancyof95—
evenaftertakingwellover$800,000in
totalretirementwithdrawals.“One
couldlookatthisfullerpicturewiththe
Some retirement experts worry savingsbalanceandask,‘Whybuythe
lifetime income statements may annuity?’ ”saysTomlinson.
be misleading or serve primarily Pacific Life’s Chesterman says the
tool is not a retirement-savings calcula-
to promote annuities sales. tor. Its intent is to “help consumers
conceptually understand how their
accumulated savings creates a hypo-
thetical lifetime income projection,” he
By ELEANOR LAISE says, and to inspire financial profes-
sionals and consumers to “lean in to
A
the conversation on the importance of
new twist is coming to range of possible scenarios. retirement-income experts say. Con- securing a portion of their future
401(k) statements—and it’s The Setting Every Community Up sider a 45-year-old woman who has retirement income with annuities.”
putting some in the retire- for Retirement Enhancement, or $100,000 saved for retirement, con- The tool also doesn’t mention delay-
ment world on edge. Secure, Act, says that the lifetime in- tributes $800 a month, and plans to ing Social Security benefits, which
Landmark retirement come statement should be provided at retire at 67. The tool says that her “esti- often is the most effective method of
legislationpassed late last least annually and show the partici- mated savings at retirement” will be generating retirement income, re-
yearrequires 401(k) state- pant’s total plan balance translated into $571,674. That figure is too low, based searchers say. Many advisors suggest
mentstoshow participants how much a single-life annuity, which pays only on Pacific Life’s stated 6% return delaying Social Security as long as pos-
monthlyincometheycould receive if for the participant’s lifetime, as well as assumption. Pacific Life spokesman sible—perhaps until age 70, when ben-
theyuse theiraccountbalance to buy an a joint-and-survivor annuity, which Steve Chesterman says the tool also efits max out—drawing from savings, if
annuity. Thelaw gives the Department of makes payments to a spouse after the assumes 2% inflation and a “ ‘real’ hy- necessary, to bridge the gap.
Labora Decemberdeadline for prescrib- worker dies. So long as plan sponsors pothetical interest rate of 3.92%” and PacificLife’s6%annualreturnisalso
ingtheassumptions to be used. follow the DOL’s rules, they’re pro- that the amount shown is “the client’s a“fantasticalassumptioninretirement,”
Retirement plan providers, consul- tected from liability for providing the assumed purchasing power.” saysScottWitt,afee-onlyinsurance
tants, and researchers applaud the idea income projections. But the tool goes on to compare the adviserinNewBerlin,Wis.,addingthata
of focusing 401(k) participants’ atten- At least one insurance company is total retirement income the woman 3%returnmightbemoreappropriate.
tion on retirement income, but they’re already using the Secure Act’s lifetime would receive if she annuitized her sav- Forthosedoingthemath,the6%fixed
starting to sweat the details that will income statement requirement to pro- ings balance versus what she might returnmakestheportfoliobalancelook
feed into the lifetime income projec- mote a new tool designed to highlight receive using portfolio withdrawals. betterthanitwouldundermorerealistic
tions. A simplistic calculation that annuities’ benefits. In mid-February, With a single premium immediate an- returnassumptions.“Whattheyshould
omits key details, critics say, may mis- Pacific Life cited the new law in launch- “One could nuity—one that offers guaranteed pay- befocusingonisthemarketriskonthe
lead participants or serve mainly as an ing its Retirement Income Translator, a ments for life in exchange for a lump nonannuityside,”saysDanielLaRosa,
annuity sales tool. tool available to the public that com- look at sum—she’ll receive total income of anadvisoratRitholtzWealthManage-
Assumptions about future inflation, pares the total retirement income a user this fuller $1,080,358 over a 28-year retirement, mentinNewYorkCity.
the starting date for lifetime income might generate using an annuity versus the tool says. That’s nearly $200,000 When users enter various ages and
payments, participants’ longevity, and making systematic withdrawals from picture with more, the tool says, than the $887,061 genders, the tool sticks with a life
other factors can change the shape of his or her portfolio. the savings she could generate using the “4% rule” expectancy assumption of 95, diverg-
retirement income forecasts, and it’s The tool “aims to illustrate the to draw down her portfolio (withdraw- ing from standard actuarial tables. A
tough to convey the uncertainties with potential benefits of protected lifetime balance and ing 4% of the balance in the first year of 67-year-old female annuity buyer, for
a simple calculation, industry observ- retirement income through an annu- ask, ‘Why retirement and adjusting that dollar example, has a life expectancy of about
ers say. ity,” the company said in its an- amount for 2% inflation each year 90, Tomlinson says.
“The devil will be in the details,” nouncement. Pacific Life was among buy the thereafter). A graphic shows how the When the government releases
says Christopher Jones, chief invest- the top 10 writers of U.S. individual annuity?’ ” total retirement income stacks up in the guidance on the mortality and interest
ment officer at 401(k) managed ac- annuities in the third quarter of 2019, Financial planner
annuity versus the nonannuity option, rate assumptions to be used in the Se-
count provider Edelman Financial with $7.3 billion in sales, according to and actuary Joe with the annuity winning the retire- cure Act–mandated lifetime income
Rose Wong
Engines. He says he is concerned that Limra Secure Retirement Institute. Tomlinson, on ment-income race. statements, Chesterman says, “we’ll
details omitted
everyone will end up with a crude cal- But the tool uses some fuzzy math from a retirement The numbers don’t quite add up. use that as an opportunity to refine this
culation that doesn’t illustrate the and omits some crucial information, income projection The woman would actually need a 29- digital visualization tool.” B
FUND PROFILE Talking With Katherine Renfrew and Anupam Damani,

TIAA-CREF Emerging Markets Debt Fund
Chasing
Yield With
Low Risk
By SARAH MAX
K
atherine Renfrew and Anupam Damani
grew up half a world away from each other,
but the self-described “fixed-income geeks”

both knew early in their careers that they
wanted to focus on emerging market debt.
For Renfrew, it combines two big pas-
sions: traveling the world and crunching
numbers. What she likes most about her job? “It’s the
analytical nature of it, really digging in and seeing if the
investment can sustain itself, ” says Renfrew, who grew
up in Sarasota, Fla., and studied economics and engi-

neering at the University of Michigan before making her
way to New York to work in finance and get her M.B.A.
at Columbia University.
Damani comes at it from a slightly different perspec-
tive. “It’s the interplay between history, society, politics,
and economics,” says Damani, who grew up in India,
studied political science and economics at the University
of Calcutta, got her M.B.A. at Pace University in New
York, and started working as a portfolio manager and
trader in emerging markets in 1995.
Their paths converged nearly 15 years ago, when Ren-
frew hired Damani to help her build out the emerging
market debt team at what is now Nuveen, the invest-
ment management arm of TIAA. That team has since
grown to include 17 emerging market debt specialists—
they speak six different languages among them—and
more than $14 billion in assets under management.
Their flagship mutual fund, the no-load $605 million
TIAA-CREF Emerging Markets Debt fund (ticker:
TEDLX), has returned an average 6.9% a year over the
past five years and sits in the top 8% of its Morningstar
category for every major trailing-return period since its
September 2014 inception.
The managers emphasize that the universe of emerg- Katherine
Renfrew, left,
ing market debt is so much bigger than the benchmark— with Anupam
Damani
Photograph by GEORGE ETHEREDGE
and therein lies the opportunity. While the Grupo Bimbo bonds of various maturities, Scoreboard: Pandemic Pricing
J.P. Morgan Emerging Markets Bond Global Renfrew and her team have recently gravi- (The coronavirus extended beyond China and nearly everything, short of bonds, went negative. U.S. stock
Diversified index has no exposure to local- tated to its long-term bonds. At a recent 3.9% funds and the S&P 500 lost more than 11%—correction territory.
currency debt, the TIAA-CREF fund re- yield, they trade at a higher spread than One Week Year-to-Date
cently had a 10% allocation. Just 20% of the their Mexican sovereign equivalents, sug-
benchmark is corporate bonds, most of gesting that bond prices have room to rise. U.S. STOCK FUNDS – 11.55% – 8.28%
TOP SECTOR / General U.S. Treasury Funds 2.26 7.21
which are government-owned quasi- While members of the team have corpo- BOTTOM SECTOR / Natural Resources Funds – 15.86 – 21.96
sovereigns. The fund recently had 48% of its rate, sovereign, and local currency exper- S&P 500 – 11.69 – 7.80
assets in corporates, which is pretty typical. tise, they don’t work in isolation. If they U.S. BOND FUNDS – 0.11 1.41
Bloomberg Barclays AGG Bond 0.97 3.05
“We like the corporate space, where we like a country’s macroeconomic prospects
feel we can get higher yields and often with but don’t see value in its hard-currency THE WEEK'S TOP 25
less duration risk than quasi-sovereigns,” sovereigns, for example, they might tilt Fund Investment Objective One Week Year-to-Date
says Renfrew, who oversees corporate and exposure in the country toward corporate
Nvgtr Sentry Mgd Vol I / NVXIX Equity Mkt Neutral 37.04% 19.4%
quasi-sovereign sectors within the fund, bonds or local-currency debt. “It allows a Hussman Inv Strat Gro / HSGFX Alt Long/Short Eq 7.78 5.8
while also serving as lead manager. really nice diversification profile,” says Gotham Short Strat Inst / GSSFX Alt Long/Short Eq 6.01 – 1.5
Duration measures a bond’s sensitivity to Damani, who is the sector lead for the Catalyst/Wrrngtn Str P I / CWXIX Alt Mgd Futures 5.20 – 1.1
Absolute Strat Inst / ASFIX Abs Return 5.12 1.5
interest-rate risk: the shorter the duration, sovereign and local-currency bonds. PIMCO Extend Dur Inst / PEDIX Corp Debt BBB Rtd 4.64 17.1
the less a bond price will fall if rates go up. Renfrew and Damani also work closely Wasatch Hois US Tr Inv / WHOSX Genl US Treasury 4.13 13.8
Shorter duration risk is one reason the to make sure that the overall fund strikes T Rowe Price Tres Long / PRULX Genl US Treasury 3.53 11.8
two like Indian telecom company Bharti the right balance of risk and reward. “His- Fidelity Srs LgTm Trs / FTLTX Genl US Treasury 3.51 12.1
Vanguard Lg-Tm Trs Adm / VUSUX Genl US Treasury 3.51 11.8
Airtel (BHARTI.India). They bought its torically in emerging markets, country risk J Hancock II AR Curr I / JCUIX Abs Return 3.46 3.2
investment-grade bonds in October 2019, is the most overwhelming factor in terms of PIMCO Lng-Tm Govt Inst / PGOVX General US Govt 3.44 12.0
when they were yielding about 4.3%. The returns,” says Damani. DoubleLine Lng Dur TR I / DBLDX Corp Debt BBB Rtd 3.38 11.1
ATAC Rotation Instl / ATCIX Abs Return 3.16 12.5
bonds have since rallied, bringing yields— The bulk of the fund’s sovereign invest- Nuance Conc Val L/S Inst / NCLSX Alt Long/Short Eq 2.88 – 1.8
which move inversely to price—to 3.4%. ments are in large and stable economies that Access One Fx Br HY Inv / AFBIX Specialty Fixed In 2.54 1.1
But, Renfrew says, “we still think they are allow investors to “eat well and sleep well,” Rydex Inv Hi Yld Str H / RYIHX Specialty Fixed In 2.52 1.5
Camelot Excalibr SCI I / CEXIX GL Sm/Mid-Cap 2.38 – 1.6
attractive from a valuation perspective.” she says. Still, some of its benchmark-beat-
DFA LTIP Portfolio Inst / DRXIX Infl Protected 2.30 10.6
Because many companies issuing bonds ing performance is the result of idiosyncratic American Funds SB A / ANBAX Core Plus Bond 2.20 3.9
held by the fund are export-driven busi- investments in countries that fly under the RESQ Strategic Income A / RQIAX Abs Return 2.12 3.7
nesses, their prospects aren’t directly radar or are misunderstood, such as Ghana. Forester Value N / FVALX Alt Long/Short Eq 2.03 0.9
Gallery Mndrn Int Gov FI / MPIFX Intl Income 2.00 0.9
linked to their local economies or curren- Four years ago, the managers bought PIMCO LT Rl Rtn Inst / PRAIX Infl Protected 1.93 9.3
cies. That would be the case with Klabin 2021 bonds yielding 24%. While high yields Infinity Q Dvs Alp Ins / IQDNX Alt Multi-Strategy 1.92 2.3
(KLBAY), a Brazilian packaging firm with were part of the appeal, the managers also
40% of its revenue coming from exports. like the diversification benefits: The bonds, THE WEEK'S BOTTOM 10
The fund bought the company’s inaugural which now yield 20%, have very low corre- Fund Investment Objective One Week Year-to-Date
green bond in 2017 at a 5% yield and has lation to the rest of the market. “People often Rydex Energy Svcs Inv / RYVIX Natural Resources – 19.94% – 32.5%
since added to the position. put sub-Saharan Africa into one bucket, but Ivy Energy I / IVEIX Natural Resources – 19.31 – 29.0
Alpha Fiduciary Qnt Strt / AFQSX Alt Mgd Futures – 19.17 – 14.0
Likewise, Mexican multinational Grupo these economies are very distinct, and selec- Hennessy BP Energy Inst / HNRIX Natural Resources – 19.05 – 26.9
Bimbo (BIMBOA.Mexico) sells its products tion is important,” she says, noting that WP Lg Cap Inc + Inst / WPLCX Equity Income – 18.95 – 17.5
around the world, with 70% of its sales out- Ghana’s economy is quite diversified for a Quantified STF Inv / QSTFX Flexible Portfolio – 18.31 – 1.3
side of Mexico. While the fund has owned country of its size, with cocoa, gold, and oil Invsc Oppen SP MLP A+ A / MLPLX Energy MLP Funds – 18.18 – 25.6
Rydex Energy Fund Inv / RYEIX Natural Resources – 18.04 – 26.0
each representing about a third of exports. WP Sm Co Inc+ Inst / WPSMX Equity Income – 18.04 – 15.8
In the former Soviet republic of Uzbeki- Fidelity Sel Enrgy Ser / FSESX Natural Resources – 17.93 – 30.8
TIAA-CREF Emerging Markets Debt stan, the government has been taking steps
THE LARGEST 25
Total Return to open up its economy. It issued sovereign Assets 3-Year* 1-Week YTD
1-Yr 3-Yr 5-Yr debt for the first time in February 2019, at Fund (billions) Investment Objective Return Return Return
TEDLX 13.6% 7.0% 6.9%

which point the fund bought dollar-de- Fidelity Contrafund / FCNTX $98.2 Large-Cap Growth 14.1% – 11.37% – 3.9%
nominated 2024 and 2029 bonds yielding Vanguard Wellington Adm / VWENX 95.4 Mix Tgt All Gro 7.9 – 6.81 – 4.3
J.P. Morgan EMBI American Funds Gro A / AGTHX 94.8 Large-Cap Growth 11.9 – 11.08 – 4.4
Global Diversified 12.2 6.4 6.5 4.75% and 5.375%, respectively. “This is a American Funds Bal A / ABALX 77.7 Mix Tgt All Gro 7.5 – 6.48 – 3.7
resource-rich country that has historically American Funds Inc A / AMECX 76.1 Mix Tgt All Mod 5.2 – 6.64 – 5.6
Top 10 Countries % Assets had high savings and low debt,” says Da- American Funds EuPc R6 / RERGX 75.5 Intl Large-Cap Growth 6.8 – 8.36 – 8.6
PIMCO Income Inst / PIMIX 72.2 Multi-Sector Inc 5.3 – 0.63 0.6
Brazil 7.9% mani. More investors have warmed up to Dodge & Cox Stock / DODGX 71.6 Large-Cap Value 5.0 – 12.74 – 10.8
Mexico 5.7 this idea, driving bond yields to 3% and American Funds CIB A / CAIBX 66.0 Global Equity Income 4.4 – 6.17 – 5.4
Dodge & Cox Income / DODIX 65.2 Core Bond 4.9 0.21 2.2
Indonesia 5.6 3.75%, respectively. American Funds ICA A / AIVSX 62.7 Large-Cap Core 6.7 – 10.82 – 8.3
In August 2019 the fund bought Ukraine American Funds Wash A / AWSHX 62.2 Large-Cap Core 8.5 – 11.08 – 8.9
Ukraine 4.7 Vanguard PRIMECAP Adm / VPMAX 61.1 Large-Cap Core 11.4 – 11.73 – 8.6
warrants, which are securities linked to American Funds FInv A / ANCFX 55.7 Large-Cap Core 8.7 – 10.92 – 7.5
South Africa 3.8
gross domestic product and pay out when American Funds CWGI A / CWGIX 53.0 Global Large-Cap Core 6.8 – 9.34 – 8.2
Russian Federation 3.3 PIMCO Tot Rtn Inst / PTTRX 52.9 Core Plus Bond 4.9 0.81 3.4
the economy exceeds certain thresholds. DoubleLine Tot Rtn I / DBLTX 49.0 US Mortgage 4.5 0.74 2.7
India 3.3 “Ukraine has been in the headlines for Dodge & Cox Intl Stock / DODFX 47.5 Intl Large-Cap Core 0.8 – 9.97 – 12.0
Vanguard Wellesley Adm / VWIAX 47.4 Mix Tgt Alloc Con 6.7 – 3.29 – 0.9
Turkey 2.8 reasons related to U.S. politics, but that has Met West Total Return I / MWTIX 47.2 Core Plus Bond 5.0 0.77 3.0
Ecuador 2.8
little bearing on the country’s own econ- Vanguard Tgt Ret2025 Inv / VTTVX 46.9 Mixed-Asset Target 2025 6.8 – 5.96 – 3.7
American Funds NPer A / ANWPX 46.1 Global Large-Cap Growth 11.4 – 10.60 – 6.0
omy, which is improving,” says Damani, Fidelity Str Adv Cre Inc / FPCIX 45.8 General Bond 5.1 0.58 3.0
Egypt 2.7
who bought the warrants when they were T Rowe Price BC Gro / TRBCX 45.4 Large-Cap Growth 16.8 – 12.02 – 4.0
Note: Portfolio as of Dec. 31. Returns through Feb. 24; three- and
trading at 72 cents on the dollar. They Vanguard Sh-Tm Inv Adm / VFSUX 44.2 Short Inv Grade 3.2 0.42 1.5
five-year returns are annualized.
Sources: Morningstar; Nuveen recently traded around $1.09. B *Annualized 02/23/2017 to 02/27/2020. Through Thursday. Source: Lipper
FU N DS
REIT dividends hold up well in times of inflation.
And over the past few days, most REIT ETFs
are down 10% instead of the market’s 12%.
Diversification Is
can’t abandon stocks. Instead, look for other developed-nation stocks, fell just
better diversification within equities. 5.9%. International stocks, especially
“Honestly, there’s no point in own- from emerging markets, are meaning-
ing bonds,” says Jenny Harrington of fully cheaper than U.S. stocks on met-
Protection for Your

Gilman Hill Asset Management in New rics like dividend yield and the Shiller
Canaan, Conn. “I know I’m way out on P/E (current price relative to the past
a limb, but I also know it’s the right decade’s worth of real average earn-
thing for my clients.” Instead, Har- ings). That means they might deliver
Portfolio. Here’s How.

rington prefers dividend stocks for her better returns over the next decade,
clients. She also says the conventional notes GMO and Research Affiliates.
wisdom that a balanced portfolio of Next, consider real estate investment
60% stocks and 40% bonds is no lon- trusts, or REITs. They’re not the out-
ger reasonable for retirees, now that standing diversifiers many make them
bonds are yielding so little and offer no out to be, and they tanked just as badly
opportunity for growth. “A lot of peo- as the broader stock market in 2008.
T
he past week has Barclay’s U.S. Aggregate Index is up 1% ple who want to be in bonds can’t af- But their dividends are helpful, and
been hard on inves- in the week that U.S. stocks plunged. ford to be,” she says. they can hold up in times of inflation.
tors—but it didn’t Bonds have more duration risk than Dividend payers have performed Over the past few days, apartments,
have to be. If your they used to, according to a new report well in the past at delivering income self-storage, and data-center REITs are
portfolio was rea- from GMO. That means they are more and stabilizing portfolios. There’s some down just 7% to 8%.
sonably diversified, sensitive to interest rate changes, and if interest-rate risk here, though: If rates Then there’s gold—every bear’s best
the stock market’s rates rise, stocks and bonds could fall rise, higher borrowing costs for compa- friend. Gold delivers no cash flow, but
plunge hasn’t been that awful for you. together, just as they have risen to- nies could lead to a cash crunch that for millennia it has been considered a
After a decade of stocks returning gether for four decades. forces them to cut dividends. store of value, especially in unstable
an average of 13% a year and a 40-year By John Although long-duration bond funds Chris Brightman of Research Affili- political times. Gold was initially up
boom in bonds, the once-sacrosanct Coumarianos like the Pimco 25+ year Zero Coupon ates agrees that elevating exposure to 4% while U.S. stocks were swooning,
notion of diversification has fallen by US Treasury exchange-traded fund dividend stocks is reasonable for retir- but those gains were cut as stocks
the wayside for many investors. Until (ticker: ZROZ) have performed the best ees seeking income. But he cautions showed hints of recovery on Friday.
this week, that is. The spread of the lately with rates plunging, investors that U.S. stocks in general are pricey Our model portfolios, consisting of
coronavirus delivered a 12% drop in should stick with shorter or more in- and dividend payers may not post the global stock, domestic bond, Treasury
the S&P 500 index in the week ended termediate-term high-quality bonds. returns in the future that they have in inflation-protected securities, REITs,
on Friday and, along with it, a healthy The yield curve is flat again, so longer- the past. and gold, is our version of a traditional
reminder of the importance of good term bonds aren’t paying much, and Investors should also own interna- 60/40 allocation. Because the all-ETF
asset allocation. their prices could fall a lot if the Fed- tional stocks. The MSCI EAFE Index, portfolio includes an ETF that owns
Granted, many investors can ride eral Reserve raises interest rates. which tracks stocks from developed the actual metal, it performed better
out this correction just fine. Rather Stability is no small thing—the Van- countries, is down 7.1% in the same than the all-mutual-fund portfolio, but
than worrying about your 401(k), guard Total Bond Market (BND) is period as the S&P’s 12% fall. And both lost about 5% from Feb. 19
consider that your next contribution up 1.1% in the week ended on Thurs- emerging markets stocks, which have through Feb. 27—markedly better than
means you’re buying stock at lower day—but investors looking for return not run up nearly as much as U.S. and the 12% loss for the S&P 500. B
prices. But this still is a good time for
investors to take another look at how
they are invested—and why. A Model 60/40 Portfolio
Most 401(k) plans have target-date Diversification isn’t totally dead.
funds, which offer instant diversifica- Portfolio Contribution to Portfolio Contribution to
tion, not just between stocks and ETF / Ticker Return Weighting portfolio return Fund / Ticker Return Weighting portfolio return
bonds, but also within each of those Vanguard Total World -10.08% 50% -5.04% Vanguard Total World -10.08% 50% -5.04%
broad categories, and also often include Stock Market / VT Stock Index / VTWAX
other asset classes, like real estate and
commodities. Vanguard Total Bond 1.07 35 0.37 Vanguard Total Bond 1.13 35 0.40
Market / BND Market Index / VBTLX
For do-it-yourself investors, fixed
income is the first step in portfolio di- PIMCO 1-5 year 0.36 5 0.02 Pimco Real Return / 0.80 5 0.04
versification. Bonds are no longer a US TIPS / STPZ PRTNX
one-stop shop for income and capital Vanguard Real -10.04 5 -0.50 Vanguard Real -10.02 5 -0.50
appreciation—both are pretty hard to Estate / VNQ Estate Index / VGSIX
come by; the 10-year U.S. Treasury
SPDR Gold Trust / GLD 3.90 5 0.20 Pimco All Asset / PASAX -3.22 5 -0.16
closed on Thursday yielding less than
1.3%. But they still offer stability when Portfolio Return -4.95 Portfolio Return -5.27
stocks are swooning: The Bloomberg Note: Returns from 02/19/20 through 02/27/20 Source: Morningstar Direct
T E C H T R ADER
A basket of “stay-at-home” stocks has
outperformed the S&P 500 by eight percentage
points since mid-January.
Tech Could Shine as

Late this week, Amazon.com the past week.
(AMZN) told its employees to avoid all “Roku is a reasonably defensive
nonessential travel for now, including investment in a world where Covid-19
within the U.S. Much of that travel spreads in the U.S. in a more mean-
Virus Worries Mount

could be replaced by video calls. ingful way during 2020,” Needham
Nelson expects more companies to analyst Laura Martin wrote Tuesday.
ask their employees to work from Roku’s advertising revenue should
home in the coming weeks. The market benefit from a public that’s stuck at
has already discounted some of the home in front of the TV.
potential behavioral changes. Zoom One stay-at-home beneficiary that
Video shares have risen 47% over the investors have yet to bid up is the vid-
M
y colleagues workers and students are forced to ride past month and are now trading at eogame industry. Activision Blizzard
have ably filled out the virus threat from their homes. nearly 40 times forward sales. That (ATVI), Electronic Arts (EA), and
the latest edi- Increasingly, most corporate work may be a bit too high to chase, but Take-Two Interactive Software
tion of Barron’s can be done from home, with few other workforce collaboration tools (TTWO) were all down substantially
with compre- drawbacks. The Barron’s newsroom should do just as well. this past week despite their clear stay-
hensive cover- uses Slack to stay in touch minute by One company that should thrive is at-home bias.
age of the minute and Google Hangouts to hold Okta (OKTA), a leader in employee- Baird analyst Colin Sebastian be-
stocks imperiled by coronavirus. Tech video meetings with reporters across authentication cloud software. The lieves all three will do well from “pro-
stocks faced their own reckoning over the country. Our staff meetings could company’s offering allows employees longed cocooning.” It’s also “worth
the past week. In fact, the S&P Infor- By Tae Kim be carried out over Hangouts without to use corporate applications on-site noting that interactive entertainment
mation Technology sector reached anyone physically present in the of- and remotely. Its service becomes can be countercyclical, as a relatively
correction territory before every other fice. We have a good remote strategy more critical as more employees work inexpensive form of entertainment
S&P sector except for energy. in place. Coronavirus could force com- from home. Okta shares trade at an versus activities such as travel, dining,
But a smaller group of tech stocks panies across the country to hone elevated but slightly less lofty 21 times and movies,” he wrote on Thursday.
have actually been shining since in- their own plans in the coming weeks. forward revenue. The industry has an attractive
vestors started worrying about coro- Some experts suggest the virus may In September, this column wrote product cycle ahead with new con-
navirus. Analysts at MKM Partners pull forward a trend that was going to positively on Slack. The company’s soles from Sony (SNE) and Micro-
have created a basket of “Stay at happen anyway: “We could see a lon- communications tools become even soft (MSFT) slated to launch later this
Home” stocks that includes Netflix ger-term acceleration in enabling in- more important if workers are spread year. Jefferies analyst Alex Giaimo met
(ticker: NFLX), Zoom Video Com- formation worker productivity outside across multiple locations. We still like with most of the major game publish-
munications (ZM), email replacement the traditional office environment,” the company’s prospects in a more ers this past week and said “none of
service Slack Technologies (WORK), Citi Research analyst Walter Pritchard difficult environment. the companies expressed a short-term
and Peloton Interactive (PTON), the wrote on Thursday. If employees are forced to stay at business concern from the recent cor-
spin bike company. The at-home bas- David Nelson, chief strategist at home more, it’s likely to also affect onavirus issues.”
ket is outperforming the S&P 500 by Belpointe Asset Management, says the how consumers spend their leisure
eight percentage points since corona- outbreak may force companies to re- time. Consumers could avoid public A week ago, I wrote that Virgin Ga-
virus emerged as a threat in mid-Janu- think the way they do business. “I gathering spaces and activities—from lactic Holdings (SPCE) could be the
ary. know a lot of companies that have a lot movie theaters to concerts to gyms. frothiest name in the market and rep-
Tech companies have come under of employees out on the road,” he says. That leaves more time for them to resented the latest speculative mania
fair and overdue criticism in the past “Frankly, they don’t need to be on the binge on video offerings through Net- among story stocks. We pointed out
year. But we could get a reminder of road that much, as a lot of what they do flix and Roku (ROKU), whose stocks that Virgin Galactic had been working
tech’s benefits in coming weeks, if U.S. doesn’t require an in-person meeting.” are easily outperforming the market in on its first commercial space launch
since 2004 and now faces significant
competition from billionaire-backed
private companies.
The skepticism proved prescient.
Tech companies have come under fair Virgin Galactic began its descent back
to earth this past week, with the stock
criticism. But we could get a reminder of falling 27%. On Tuesday, the company
reported a worse-than-expected loss of
tech’s benefits in the coming weeks, if U.S. $211 million for last year. More impor-
tant, management backpedaled from its
workers and students are forced to ride out
Svante Berg / EyeEm
expectation for a commercial launch in

June, implying the company wouldn’t
the virus threat from their homes. generate much revenue in 2020.
We’ll have to keep waiting for the
“Leaving Earth” basket of stocks. B
I N C O M E I N V E ST O R
Umpqua puts the regional in regional bank:
The firm has 200 branches across Oregon,
Idaho, Washington, California, and Nevada.
Regional Payouts
Their Stocks Are Off, These three regional banks offer big yields, reasonable valuations, and solid businesses.
Company / Ticker
Recent
Price
Dividend
Yield
1-Year
Return
Est. 2020
P/E Ratio
Market
Value (bil)
But Regional Banks KeyCorp / KEY

PacWest Bancorp / PACW
Umpqua Holdings / UMPQ
$18.98
35.54
17.29
3.9%
6.8
4.9
12%
-8
0
10.0
10.5
11.7
$20.5
4.3
3.8
Have Solid Dividends

Source: FactSet
rates fall. As new loans get priced or according to FactSet.

existing ones reset in a falling-rate sce- A research note last month by Jan-
nario, the yields are often lower, pres- ney Montgomery Scott asserted that
suring margins. the dividend yield is secure and attrac-
T
he stocks of regional cuses largely on commercial banking, For example, Umpqua’s reported tive, helped in part by strong credit
banks haven’t per- including commercial real estate loans. consolidated fourth-quarter net-inter- quality and “a stronger pipeline of new
formed well amid It targets its lending to small and mid- est margin declined to 3.51% from commercial loans.” PacWest has paid a
concerns about the size companies with the help of a 4.15% a year earlier. During the com- quarterly dividend of 60 cents a share
U.S. economy and branch network, mainly in California. pany’s earnings call in January, CFO since May 2018.
falling interest rates. “By investing in both,” Harrington Ronald Farnsworth said he expects Another catalyst would be an uptick
At least investors said in a recent letter to clients, “we that margin “to remain around this Q4 in interest rates, though that’s not im-
can find plenty of income in the sector. could essentially create our ideal re- level into 2020 without any additional minent, especially as virus concerns
The Invesco KBW Regional gional bank investment exposure.” [interest] rate changes.” mount. Still, “if and when interest rates
Banking exchange-traded fund’s By Lawrence C. In Harrington’s view, “Umpqua has Low interest rates are pressuring ever edge back upwards, we have two
(ticker: KBWR) one-year return is mi- Strauss higher earnings growth potential and a the firm’s top- and bottom-line growth. companies with excellent management
nus 9%, compared with about 14% for little higher multiple.” The stock’s re- The FactSet 2020 consensus earnings teams, and strong dividend income
the S&P 500 index. What’s more, turn is about flat over the past year, estimate for Umpqua is $1.48 a share, streams,” Harrington says.
growing concern about coronavirus compared with an 8% loss for PacWest. down from $1.60 in 2018, and $1.61 in Another player in the sector is Key-
spreading further has pressured the The market appears to factoring in 2021. On the plus side, Umpqua in- Corp, a regional bank based in Cleve-
entire market, with the 10-year U.S. Umpqua’s potential for higher earnings creased its loans and leases by 4% in land that’s much bigger than PacWest
Treasury yield recently below 1.2%, an growth, based on its richer price/earn- 2019 versus the previous year, and its or Umpqua in terms of assets. Key-
all-time low. ings multiple. The stock was recently deposits grew by 6%. The company has Corp’s stock yields about 4% and
This sluggish—or worse—perfor- trading at 11.7 times its 2020 FactSet kept its quarterly dividend at 21 cents a fetches around 10 times this year’s
mance of regional bank stocks has consensus profit estimate, higher than share since September 2018. earnings estimate.
boosted their dividend yields well the 10.5 times for PacWest. PacWest has similarly endured pres- As with PacWest and Umpqua, the
above the paltry Treasury yield, and To be sure, lower interest rates are a sure on its net-interest margins, which bank’s net-interest margin from con-
helped mitigate some of the underper- big concern for most banks, including fell to 4.54% at the end of last year ver- tinuing operations has been squeezed.
formance. Three examples: PacWest these two. That’s because a bank’s net- sus 5.05% a year earlier. Net loan In the fourth quarter, it was 2.98%,
Bancorp (PACW) was recently yield- interest income—the difference be- growth came in at 5% in 2019. down slightly from 3% in the previous
ing 6.8%, followed by Umpqua Hold- tween what a bank earns on its assets, PacWest’s consensus profit estimate quarter. However, net-interest income
ings (UMPQ) at 4.9%, and KeyCorp notably loans, and pays on its liabilities, for this year is $3.37 a share, down grew, albeit slightly, in that period to
(KEY) at 3.9%. such as deposits—gets squeezed when from $3.90 in 2019, and $3.45 in 2021, $987 million as KeyCorp was lifted by
Jenny Harrington, CEO and equity solid loan growth. KeyCorp is “one of
income portfolio manager at Gilman the best positioned banks in this low-
Hill Asset Management, had been rate environment,” Peter Winter, a
keeping an eye on regional banks in Wedbush analyst, wrote recently.
recent years. She recently added Ump- “By investing in both” That should continue to support and
qua, of Portland, Ore., and Los Ange- grow KeyCorp’s dividend. The bank
les–based PacWest to her portfolio. Umpqua and PacWest, currently pays a quarterly dividend of
The two banks have different fo- 18.5 cents a share, having raised it by
cuses. Umpqua has consumer banking “we could essentially 9% last July.
Ron Antonelli/Bloomberg
products, including residential mort- For now, the operating outlook is

gages and home-equity lines of credit, create our ideal regional uncertain for regional banks given the
as well as a large commercial business. low-rate environment and coronavirus
It operates more than 200 branches bank exposure,” says one wild card, but investors willing to wait
across Oregon, Idaho, Washington, for a rebound should have a solid divi-
California, and Nevada. PacWest fo- portfolio manager. dend yield to tide them over. B
THE EC ONOMY
Markets expect at least a quarter-point interest-rate
cut by March, with the implied probability now
approaching 30% for a bigger cut.
Why U.S. Markets

S&P 500 through Thursday’s close lost Still, the impact of interest-rate
$3.37 trillion in market capitalization cuts shouldn’t be overestimated.
from the record high hit on Feb. 19. Lower rates are a solution for weak
While these four economic mea- demand, which at least for now re-
May Recover Quickly

sures might suggest market panic is at mains solid. Demand doesn’t need
this point overblown, it may not mat- support, but lower rates would en-
ter. The speed of the drop in stock courage investment in rebuilding sup-
prices, and the accompanying sharp ply chains, says Carl Weinberg, chief
From Coronavirus Hit

deterioration in credit markets, is economist at High Frequency Eco-
what matters, said Ian Shepherdson, nomics. For instance, he says, a com-
chief economist at Pantheon Macro- pany that needs to quickly build a
economics. The degree of tightening new plant to replace one in China
of overall financial conditions is now could probably use a cheap loan to
approaching the crunch seen in late make that happen, and a company
T
2018—but it has happened over just that has to borrow in a cash crunch
he stock market supply shock stemming from produc- four days, rather than over three during a supply-chain interruption
isn’t the economy, tion interruptions abroad to a separate months, he adds. could surely use a low-interest loan.
but it’s hard to ig- domestic demand problem, Daco says. Markets have fully priced in at least To that point, economists at Corner-
nore the dramatic What we can also tell from the China a quarter-point interest-rate cut by stone count more than 300 companies
drops across major data that Gavekal provided is that traf- March in a hurry, with the implied that have said coronavirus is having an
equity indexes over fic congestion, property-sales, and coal- probability now approaching 30% for a impact on their business. Apple
the past week— use metrics are bouncing back as China bigger cut by then, according to (ticker: AAPL) and Microsoft (MSFT)
including the fastest correction ever in reopens. That should give some solace Bloomberg data. That’s up from about a are among firms that have warned that
the S&P 500 from a record high—as to investors that the world’s second- 10% chance in mid-December, before current-quarter results will miss tar-
the coronavirus spreads beyond China. By Lisa Beilfuss largest economy is coming back online. China alerted the World Health Organ- gets, making it likely the earnings re-
The latest developments have investors It’s worth noting that coal use and ization of several cases of unusual covery that had been on track will be
spooked, economists reassessing their property sales are still above levels pneumonia in Wuhan. Even if they’re delayed. But consider comments from
forecasts, and markets expecting the notched in early 2019 and 2018. still forecasting only modest dings to Apple CEO Tim Cook, who said he’s
Federal Reserve to make it all go away. Some of the earliest indications of the U.S. economy, and even though Fed “very optimistic” as Chinese plants
Barron’s looked at several economic whether contagion fear and market officials have been reluctant to signal reopen and ramp up production. “I
gauges to try to assess how much of declines are affecting U.S. consumers, that they’re worried enough to act, think of this as the third phase in get-
the panic is warranted and what the responsible for about two-thirds of many economists have started to agree ting back to normal,” Cook said on
virus at this point means for the econ- domestic economic output, are surveys with markets. Thursday in a Fox Business interview.
omy and investors. We considered of consumer confidence. Economists at “This is not the time to wrong-foot Depending on how you look at it,
daily traffic congestion and property Cornerstone Macroeconomics commis- markets accustomed to the idea that coronavirus may well wind up being a
sales across major Chinese cities, sion a daily measure, which they say the Fed won’t let financial conditions win for U.S. markets. Plenty of econo-
daily coal use by major Chinese power remains elevated despite the stock tighten aggressively without a re- mists say the U.S. economy was doing
producers, and a daily survey of market’s recent weakness. The five-day sponse,” Shepherdson said. In other just fine before the outbreak, and many
American consumer confidence. This average as of Feb. 27 was 158, close to words, he believes the Fed will heed of them still see a limited impact on the
data, most of it provided to us by the gauge’s all-time high. That’s as the the market’s cries. U.S. Goods-level demand is more de-
China analysts at Gavekal Research, layed than lost, and extrapolating the
show the obvious: While lockdowns daily China traffic, property-sales, and
help contain virus outbreaks, they On the Mend coal-use trends, even quarantines in
simultaneously halt economic activity. Several measures of Chinese economic activity have been climbing after a coronavirus-driven downturn. the U.S. shouldn’t have long-term ef-
Much of the market’s fear, it seems, China Daily Traffic Congestion Index, China Property Sales Volume China Daily Coal Use Across 6
fects on activity. Taken together, a rate
has to do with worries that U.S. offi- Average Across Major Cities Across Major Cities (square meters) Major Power Producers (in tons) cut would be some (until recently) un-
cials might implement similar shut- expected juice for an economy that
3.0% 1.0 mil 1.0
downs if the virus spreads here. wasn’t going to get one and that may
“The general fear is the lockdown well escape the virus relatively un-
2.5 0.75 0.8
fear,” says Gregory Daco, chief U.S. scathed.
economist at Oxford Economics. “It’s a All of that, of course, can change
2.0 0.50 0.6
paradox. Authorities are trying to pre- quickly, as we’ve seen in countries in-
vent contagion, but to do so they’re cluding South Korea and Italy. “You
1.5 0.25 0.4
resorting to lockdowns.” don’t know what you don’t know about
If U.S. authorities encourage work- what will happen next,” Weinberg
1.0 0 0.2
ers to stay home, close schools, and says, sentiment that makes it easier to
restrict travel, the economic impact of 2018 ’19 ’20 2018 ’19 ’20 2018 ’19 ’20 understand why investors over the
the virus could morph from what is a Source: Gavekal Research past week have run for safety. B
Q& A An Interview with Ron Baron

98.8%
Percentage of Baron
Capital assets that beat
Founder, Baron Capital the market in 2019.
Growth
Stocks
Forever
By LESLIE P. NORTON
I
n 2019, a year in which the S&P 500 index
stomped most active managers, Ron Baron zipped
by the index with ease. The founder of Baron Cap-

ital, 76, ascribes his success to finding promising
companies, knowing them intimately, and then
hanging on to them forever.
Case in point: Vail Resorts (ticker: MTN),
which Baron began purchasing in 1997 at an average cost
of $32 a share. Today, it’s $223 and Baron Capital owns
11% of the company. Baron also likes disruptive compa-
nies like Tesla (TSLA), which he expects to be a 10-bag-

ger from here. (He is invested in Tesla chief Elon Musk’s
private vehicle, SpaceX, too.) But the firm’s performance
isn’t solely due to Tesla’s moonshot: Last year, according
to Baron, 98.8% of the firm’s assets beat the market.
In a recent interview, Baron, who co-manages Baron
Growth (BGRFX), Baron Focused Growth (BFGFX),
and Baron Partners (BPTRX), shared his sunny long-
term outlook for stocks and said he wasn’t worried about
the short-term risks posed by the coronavirus or the com-
ing U.S. presidential election. “I have never seen a presi-
dent so fascinated with envisioning the stock market as
the most important element for his re-election,” he said.
An edited version of the conversation follows.
Barron’s: How do you feel about the market?

Ron Baron: Nobody gets it right on whether the stock
market is going to go up or down, whether you’re think-
ing about an election or coronavirus or interest rates or
trade wars. A couple of years ago, I was interviewed at the
Robinhood conference. I said, “In the 1970s [when Baron
was a stockbroker], all you hedge funds kept me alive
with commissions, so thank you very much for that. And
thank you very much now for shorting all my stocks so I
can buy them at better prices.” Donald Trump had just
been elected president. The market went down 800
Photograph by EVELYN HOFFMAN

“We invest in businesses, not stocks. I hate Before Ron Baron discovered Tesla, there was ManorCare. In the 1960s, he borrowed $2,000
to open a margin account and bought the stock, thinking it would benefit from the Medicare Act
commodities. I don’t like materials.” —Ron Baron of 1965. In the 1980s, Baron became the largest holder.
points and came back the next day. Then we hang on for the long term. No. Just the opposite. He has built all licensing business. I think it is worth
Most analysts can’t recommend a this with no advertising. You saw $120 today, and it’s selling around $80.
Baron Growth is up 13.3% a year stock if there’s no clarity on profitabil- Hummer and Porsche commercials on In five years, it will be worth $150.
since its 1994 inception. It doesn’t ity, so we have the field to ourselves. We the Super Bowl. Tesla doesn’t do that.
own Tesla, even though other funds have 480 investments. Our top 40 in- It’s very, very difficult for other people What else do you like?
you own do. vestments represent 56% of our assets. to compete. Car companies have a cou- Iridium Communications [IRDM],
That compares with 8.1% for the Russell The cost of those top 40 was $5.1 bil- ple of challenges. They spend research the satellite phone company that went
2000 Growth index and 10.2% for the lion. The market value is $19.6 billion. money on motors, not batteries. We bankrupt. It reorganized because the
S&P 500. We’re long-term investors, believe $200 billion to $300 billion has U.S. government was its core client,
which is unusual. The three-year aver- Are those growth rates even been invested in their internal combus- using its satellites as a backup system.
age turnover for Baron Growth is 2.7%. achievable in the future, given how tion-engine plants. Those are stranded If the Russians or Chinese had targeted
much stocks have already risen? assets. Challenge two, how will they those geostationary satellites, the coun-
Still, people like to complain about We’re going to do better in the future sell them? Dealers make money not try could go dark and we’d be in big
your high fees. The management than we have in the past. Because the from selling, but from servicing. Elec- trouble. So new management came in. I
fee alone is 1%. cost of money is so low, it is readily tric cars have a fraction of the parts. talked to the CEO, Matt Desch, on the
If you’ve earned 13.3% compounded available, and technology is improving The guys selling your cars aren’t incen- phone for two hours on a Thursday in
for 25 years, net of fees, you really costs, making people more efficient tivized to sell electric cars. Then there 2015. He visited us the next day, an-
should be [comparing it with] people and producing new opportunities. I’m are communications between the car swering our questions so we had infor-
charging 60 to 80 basis points but optimistic about the rule of law, about and the cloud. Tesla’s correcting and mation about satellites. On Monday
trading a lot. This is a really important our society, and about the cost of changing your car every time you get and the following Friday, we made our
point. The average portfolio turns over money. In Europe, there are negative into it. The dealer isn’t involved. first purchases at an average $6.10 per
90% or 100% a year. We have 5% to interest rates. That shows you how Tesla’s becoming capital-light. share. For three years, the stock price
7% turnover in Baron funds. Turn- incredibly worried people are about Suppliers like it so much they give them didn’t change much. After its satellites
over penalizes your clients by 30 to 50 the economy. But my point is that the extra terms. [Musk] sold 367,000 vehi- launched in 2017, the shares went to
basis points a year. We don’t have that most unsettled times, which we’re in cles last year. He’ll do a million in two $25 in 2019. When they fell to $20 soon
cost. That’s one reason we do better. right now, are the times you get the years. There are more than 90 million afterward, we increased our holdings.
best opportunities. I have so many cars per year sold presently. I think The stock is now $30.
Tell us your other secrets. more stocks to buy than I have money he’ll do at least 10 million per year. What’s interesting is the Internet of
Being a long-term investor, I don’t to invest. It’s unbelievable. Things business. There are tens of bil-
worry about the news. We have pro- Even if it’s just the beginning of lions of connected devices right now,
prietary research. Companies want us Tesla was your best idea when its story, Tesla’s rise has certainly which we expect to grow rapidly over
to invest, so they spend an incredible we last spoke. These days, it’s helped your funds. the next several years. Iridium has
amount of time teaching us. Anyone stratospheric. You have to have balance in your 800,000 connected devices as custom-
can see growth prospects, but a com- It’s just starting. We purchased nearly portfolio—you can’t own only these ers, growing at a phenomenal pace. It
petitive advantage and the talent of the all our shares from 2014 to 2016: 1.62 disruptive businesses like Tesla, or has the capacity to provide mobile ser-
people—that’s something unique. million shares at an average price of SpaceX, or Zillow [Z]. You might vices to millions of devices. In three to
How is an individual going to invest $219.14. Our cost was $355 million. We make a lot of money, but you would five years, someone probably will buy
in a Tesla without the kind of research were widely criticized. Last summer, have no clients. Maybe 30% to 40% of this company, because it used to have a
we do? We have 36 investment profes- the stock was something like $230. the portfolio is these rapidly growing huge amount of capital spending, but
sionals and 170 employees, and we’ve Baron’s Now it has tripled. The company went businesses, offset by more stable busi- now it’s only $40 million a year.
never had a layoff. We invest in the from annual revenue of $2.5 billion in nesses like real estate, financial, and
people in our business. That’s a tre-
Picks 2013 to $25 billion last year. This year, core growth companies. What is Iridium worth?
mendous advantage. Tesla it could reach $33 billion. In 2024, Revenue could go from $600 million
TSLA Tesla could have $100 billion to $125 For example? to $1 billion, and the stock could be
What is your process? Recent Price: billion in revenue, and be worth $300 Hyatt Hotels [H] is the most rapidly worth at least $40 or $50 in five years.
The value of stocks in general doubles $696.74 to $400 billion. It is now selling for growing hotel company. It has a great
about every 10 years. If you’re young $150 billion. That is only the begin- balance sheet. Goldman Sachs took it Have you sold anything recently?
and you’ve got $5,000 a year, go in- Hyatt Hotels ning. In 2030, it could have revenue of public [in 2009], and that’s when we No. A couple of colleagues came to me
vest it in an index fund. We invest in H $750 billion to $1 trillion, with operat- became a big investor, at $25. We own and said, “Shouldn’t we sell a little bit
businesses, not stocks. I hate com- Recent Price: ing profit of $150 billion to $200 bil- 4% of the company. Hyatt has been of Tesla now? We just tripled our
modities. I don’t like materials. I just $79.38 lion. By then, Tesla could be worth aggressively repurchasing its shares. It money.” I said, do whatever you want,
want to invest in growth companies— $1.5 trillion, ultimately putting it sells hotels it owns and uses the pro- but your clients will look back, and
businesses that can grow at a much Iridium among the largest and most valuable ceeds to buy other hotels, which it fixes you’re never going to be able to buy
more rapid rate than the economy, Communications companies in the world. up, introducing its reservation system the stock again. This is the reason
where we like the people, we don’t IRDM so operations improve, then selling at a people pay us. We’re going to make 10
think they’ll cheat us, and there’s a Recent Price: Aren’t you worried that Musk big profit. It looks like revenues have times our money from here.
competitive advantage that prevents $28.22 is too distracted by SpaceX or fallen a lot, but it has become a more
others from doing the same thing. Source: Bloomberg picking fights on Twitter? valuable, capital-light franchising/ Thanks, Ron. B
O T H E R VO I C E S
The damage to China’s economy from the
coronavirus is proving worse than anticipated,
according to data from a private survey.
Markets Are
Grasping in the
Dark on China
By Shehzad H. Qazi that 31% of companies have remained
C
closed since the extended Lunar New
hina’s economy is Year holiday. Among many of the busi-
getting hit much nesses that have reopened, employees
harder by the coro- either continue to telecommute (29%)
navirus outbreak or are waiting to resume work from
than markets cur- their job sites (7%). In other words,
rently recognize. only a third of businesses have fully

And Wall Street reopened.
appears to be the last one to know it. While figures on firm closures have
On Jan. 23, Beijing ordered the ex- improved in very recent days, business
tension of the Lunar New Year holiday. performance is in the doldrums. For
The coronavirus outbreak—first re- the first time in nine years, every head- national average. knowledged in official data.
ported in December—had spread faster line metric tracked by the private sur- The ripple effects of this severe dis- Plus, while the permanent disloca-
than Chinese officials were acknowl- vey has turned negative. Companies ruption will be felt through the global tion of some companies within China
edging. Travel restrictions and quaran- say their revenues, profits, orders, and auto-parts, electronics, and pharma- is now a very real risk, the global im-
tines of nearly 60 million people drove production are all in free-fall. Sales ceutical supply chains for months to plications of this sharp downturn are
business activity largely to a standstill have declined by over 10% at nearly come. also sobering. Commodities-producing
in the world’s second-biggest economy. two in five businesses. The result: The difficulty in predicting the ac- countries such as Australia are already
In the days since, markets have had Every major sector of the economy is tual extent of the coronavirus conta- hurting. In addition, countries in Eu-
trouble determining the actual eco- currently in contraction territory. gion has generated immense uncer- rope and North America are at a high
nomic damage caused by the virus. Some 68% of executives directly tainty and catalyzed a selloff this past risk of suffering knock-on effects, as
Investment banks—by their own blame the virus for depressing earn- week. Markets should be more wor- businesses ranging from autos and
admission lacking access to reliable ings this quarter. ried, however, that the true economic smartphone manufacturers to e-com-
figures on the spread of the virus— Even the politically sensitive labor pain caused by the virus has thus far merce firms are hit with supply shocks.
trimmed their forecasts for China’s market is under pressure. Businesses been even harder to determine. Any serious economic fallout, espe-
first-quarter gross domestic product. say their employees are working fewer While some on the Street have ad- cially in the U.S., will inevitably create
But in the midst of a nationwide lock- days, and the sizes of their workforces justed their forecasts lower still in pressures for further policy easing.
down and in the absence of indepen- are also shrinking. light of the recent market reaction, the
A lesson For markets, the coronavirus emer-
dent business-performance data, pro- absence of reliable economic figures to familiar gency has underscored a lesson famil-
jections ranging from 2.5% to 6% The most frightening aspect of this base these projections on makes the to China- iar to China watchers: Spin is plentiful,
growth not only appeared divorced crisis is not the short-term economic reassessments questionable. Data but reliable data are hard to come by. In
from reality, but also bred market damage it is causing, but the potential gathered directly from thousands of watchers: this case, economic activity has deterio-
complacency. long-lasting disruption to supply firms on their performance offer a far Spin is rated far more than early projections
Now, economic data privately col- chains. Chinese auto manufacturers more accurate read on prevailing indicated. Investors are only belatedly
lected by China Beige Book show that and chemical plants have reported business conditions. And these early plentiful, waking up to the epidemic’s true dam-
the state of Chinese businesses is sig- more closures than other sectors. data from the China Beige Book sur- but reliable age. Now, they can hardly afford to
nificantly worse than investors have While there are fewer idle information- vey show an economy struggling to keep flying blind. B
Robert A. Di Ieso, Jr.

assumed for weeks. technology factories by comparison, restart, with the epidemic having data are
Most of the economy has remained here, too, workers have not returned to caused weakness across Chinese com- hard to Shehzad H. Qazi is the managing director
under a virtual lockdown. Our first- a majority of firms. Crucially, shipping panies in every major sector. This of China Beige Book, provider of the world’s
quarter flash survey, which has tracked and logistics companies have also re- makes a first-quarter GDP contraction come by. only large-scale private data on the
over 1,400 firms in February, shows ported higher closure rates than the likely, though it may never be ac- Shehzad H. Qazi Chinese economy.
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.
fact that Morgan Stanley’s culture of hot and the potential inflationary doesn’t always make sense to dismiss
gouging customers with annual ac- impact of supply-chain disruptions. costs that represent sizable chunks of
count fees, high trading fees, high One could possibly overlook the Fed America’s spending.”
margin rates, etc., is the reason that not acting on inflation in the invest- I would change the phrase
many of us E*Trade customers left ment market caused in large part by “doesn’t always make sense” to
Morgan Stanley 20 long years ago in the money gusher that it created. But “never makes sense.”
the first place. it’s harder to ignore the understate- There isn’t a single person in this
The cover illustration is ironic: ment of real estate costs in the in- country who doesn’t consume food
“These boot are made for walkin’, dexes that are clearly under its and energy. I know that my wife and
And that’s just what they’ll do.” purview. I do, which is why these two items
Chuck Ferguson The signs of real estate inflation have separate entries on my budget
Brick, N.J. are clearly evident in everyday life, as spreadsheet. Without considering
rents and housing prices spiral up at these costs I could not make a mean-
a near double-digit pace in most of ingful budget, which is especially
the country. important now that I’m retired.
Milken’s Legacy As you point out, the Fed’s use of Bob Mason
the personal consumption expendi- Littleton, Colo.
To the Editor: ture index versus the consumer-price
Randall W. Forsyth’s insights into the index in monitoring inflation has
Michael Milken era and his contribu- kept its measure of inflation under
tion to finance should be mandatory control due to the reduced weight of Trump Must Go
reading for students of finance, busi- real estate in the PCE.
ness, and economic history (“It’s Mi- It is inescapable that rapid growth To the Editor:
chael Milken’s World. Trump and in the money supply inevitably leaks As a staunch, lifelong Republican
Morgan Bloomberg Just Live in It,” Up &

Down Wall Street, Feb. 21).
Milken understood how attracting
serious money from AAA companies
out in the form of Main Street infla-
tion. That has started to show up in
the cost of housing, only to be
squelched by the Fed’s choice of
who is thoroughly dissatisfied with
the performance of the Trump ad-
ministration to date, I hope and pray
that the president and the leaders in
Stanley’s Bid for their pension dollars helped to

legitimize junk bonds as a comple-
indexes.
There will be a large price to pay
his administration will heed the pow-
erful message of former Treasury
ment to investment-grade paper. The when the Fed discovers that it is be- Secretary Jacob J. Lew’s brilliant
For E*Trade
asset was in its infancy, but Milken hind the curve in controlling infla- article (“Trump’s Policies Overuse
was the driving force behind junk. tion. Write it off to the increased po- America’s Economic Weapons. U.S.
Today, it is a $2 trillion market. liticization of U.S. and global Economic Power Is at Risk,” Other
Richard Klitzberg monetary policy? Voices, Feb. 19).
Boca Raton, Fla. William Rose There is no doubt that many of the
To the Editor: Gig Harbor, Wash. Trump administration’s foreign poli-
As an E*Trade customer since 1998, and upon hearing cies and actions have diminished the
of Morgan Stanley’s offer to acquire E*Trade Financial To the Editor: dominant economic power of the
this week, I looked forward to my Barron’s arriving in I have only one quibble with Lisa U.S., power handed down to us by
order to see how this may impact and benefit me as an Lurking Inflation Beilfuss’ column. Referring to the our forefathers.
investor (“Wall Street Embraces Main Street,” Cover impact of food and energy on infla- Trump has sent this country down
Story, Feb. 21). To the Editor: tion, she notes that economists often the wrong path. To “make America
Morgan Stanley’s CEO, James Gorman, does not Lisa Beilfuss’ recent article on lurk- ignore these two factors when calcu- great again,” Trump must go.
even give lip service to providing better products and ing inflation was prescient (“Inflation lating inflation because their num- John J. Podesta
services to its E*Trade customers; it is all about how to Isn’t Missing From the U.S. Economy. bers are so volatile, stating, “but it Fort Meade, Fla.
make more money from us, rather than for us. I want You Just Need to Know Where to
financial companies whose focus is on my assets—not Look for It,” The Economy, Feb. 21).
on me as an asset. After goosing the money supply
“I want financial companies

Kevin W. Cassel for years with quantitative easing and
Wheaton, Ill. other easy-money policies, the Fed-
eral Reserve is keeping its eye on the
To the Editor:
The unlikely beneficiaries of Morgan Stanley’s pro-
posed buyout of E*Trade are Schwab/TD Ameritrade,
wrong ball when it comes to measur-
ing inflation.
As you point out, the inflation
whose focus is on my assets—
not on me as an asset.”
Alex Nabaum
Fidelity Investments, and Interactive Brokers, as they food chain appears poised to rise
brace for an influx of defectors’ funds. beyond its 2% target, with the pro-
I’m not sure that CEO Gorman is fully weighing the ducer-price index beginning to run Kevin W. Cassel, Wheaton, Ill.
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MARKET WEEK
Feb. 24 through Feb. 28, 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. M11
13D Filings P. M7 Statistics P. M12
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite SSE Composite Index
25,409.36
52-wk: -2.37% YTD: -10.96% Wkly: -12.36%
2954.22
52-wk: +5.37% YTD: -8.56% Wkly: -11.49%
8567.37
52-wk: +12.80% YTD: -4.52% Wkly: -10.54%
2880.30
52-wk: -3.80% YTD: -5.57% Wkly: -5.24%
Where does market stand six months after a black swan event?
The Gulf War in 1990 Sept. 11 Attacks in 2001 SARS Outbreak in 2003 Covid-19 Outbreak in 2020
20%
+12.5% 15
10
5
+1.3%
S&P 500
-2.4% 0
-5
-10
-11%
-15
-20
Sept. 1990 Nov. Jan. 1991 Nov. 2001 Jan. 2002 March Jan. 2003 March May Feb. 2020 April July
Source: FactSet data as of Feb. 28
T
he stock market fell feels almost too obvious too mention. historical guide to what the market is
THE TRADER too far this past

week. The stock
market didn’t fall
Investors had been hoping that the
disease would remain in China, but it
managed to breach that nation’s de-
experiencing now, says Jason Pride,
chief investment officer of private
wealth at Glenmede.
enough. fenses and spread to Italy and South “SARS provides the best illustra-
Both of these Korea. With that, all bets were off, and tion of the market’s path,” he says.
statements might be each comment made by health offi- “You go through a period of realiza-
This true. The Dow Jones Industrial Aver-

age slumped 3,583.05 points, or 12%,
cials seemed only to further panic
investors. If the stock market had
tion that this is an epidemic. But it’s a
temporary phenomenon.”
Downturn to 25,409.36, while the S&P 500 index

tumbled 11%, to 2954.22, and the Nas-
daq Composite also slid 11%, to
By Ben Levisohn been priced for an earnings accelera-
tion in 2020, by the end of the week it
was priced for no growth.
Others liken the coronavirus out-
break not to other epidemics but to
events like 9/11. When the U.S. was
Might Just 8567.37. All three benchmarks suf-
fered their worst weekly drops since
After a tumble like that, a rally
could be in the offing. After all, this
attacked, the economy ground to a
halt, writes Raymond James strategist
Be Getting October 2008. To put that in perspec-
tive: The S&P 500 shed more than
isn’t the first time that an epidemic
has rocked the stock market. The S&P
Tavis McCourt. The Federal Reserve
responded by lowering interest rates,
Started four months’ of gains in just seven
trading days.
500 fell 15% after SARS hit the mar-
ket in 2003, but was up just over 1%
which helped the stock market
quickly reverse its losses. “Whether
That the market tumbled as much it six months after the outbreak began. this ends up like a 9/11 selloff/recovery
did because of the coronavirus also That’s probably the most applicable or is deeper or longer is really reliant
M2 BARRON’S March 2, 2020
on the facts on the ground in determining “The risks are obviously rising,” says
to what degree and for how long this will Michael Darda, market strategist at MKM
impact the economy, which is still an open Partners. He was worried about a reces-
question,” McCourt explains. sion even after the market rallied into the
In the short term, we wouldn’t be sur- new year, and that the economy was just
prised to see the market bounce. The ma- one shock away from a slowdown. “The
jor indexes are oversold—and then some. coronavirus could be the straw that breaks
Even after the market bounced off its lows the camel’s back,” he adds.
on Friday, the S&P 500’s relative strength If that is the case, a rebound, when it
index, a measure of momentum, dropped comes, might best be used to rebalance
to 19.1, a level that usually sees stocks one’s asset allocation and prepare for an-
rebound quickly. Some 93% of S&P 500 other downturn, rather than to stock up on
stocks were trading below their 50-day supposed bargains.
moving averages on Thursday. When the Eventually, though, when we look
latter has occurred, the S&P 500 has been back, the entire episode is likely to be a
higher three months later 78% of the hiccup. In the Credit Suisse Global Invest-
time, according to Sundial Capital Re- ment Returns Yearbook 2020, Elroy Dim-
search data. son of Cambridge University and Paul
But there are other factors at work Marsh and Mike Staunton of the London
than the virus alone. As the stock market Business School look back at 120 years of
sank into a correction this past week, we global stock returns, and note that equi-
couldn’t help but think back to March ties have returned 5.2% annualized, but
2019, when the yield on the 10-year Trea- that investors could expect something
sury note fell below that of the three- closer to 3.5% given that short-term Trea-
month bill. Such a yield-curve inversion sury rates are so low. That’s not great, but
has been a fairly reliable sign that a reces- it’s better than nothing.
sion is looming, but also an imperfect one “When we look at this in 20 years’ time,
because stocks rarely peak when the yield it will be just a blip,” Dimson says of the
Introducing Barron’s Roundtable curve inverts. current selloff.
The economy did, in fact, weaken over Even if it doesn’t feel like one now.
Providing a look at the trading week ahead to the course of 2019—the Institute for Sup-
help you anticipate market shifts, take informed ply Management’s manufacturing survey A Super Tuesday Cheat Sheet
fell below 50, a sign that industrial activity Super Tuesday is coming on March 4—the
risks, and make smarter investment decisions. was slumping—but then the Federal Re- day that 14 state primaries, and the Ameri-
serve started cutting rates, the yield curve can Samoa caucuses, are held—and it
uninverted, and January’s ISM manufac- could go a long way to deciding the ulti-
turing survey came in at 50.9, a sign of a mate Democratic presidential candidate.
nascent economic recovery. As the stock Investors might need to prepare to “feel
SPONSORED BY market rallied though the end of 2019 and the Bern” in their portfolios. Sen. Bernie
into 2020, it was easy to forget about the Sanders (Ind., Vt.) is likely to be the big
possibility of an economic slowdown. winner coming out of Super Tuesday—and
The market rally, however, might have some on Wall Street believe that would roil
obscured other problems in the economy. stock markets.
The Job Openings and Labor Turnover Sanders is the clear front-runner. He
Survey, known as Jolts, fell to near a two- should exit Super Tuesday with more than
year low in December, the most recent 400 delegates, according to polling data,
data, while retail sales were also sluggish. almost twice as many as former Vice Presi-
Fox Business
Vital Signs
Fridays at Friday's Week's Week's
Close Change % Chg. Last Week Week Earlier
10 PM ET DJ Industrials 25409.36 -3583.05 -12.36 NYSE Advances 111 1,194
DJ Transportation 9388.19 -1520.75 -13.94 Declines 2,967 1,833
DJ Utilities 839.96 -108.78 -11.47 Unchanged 10 50
DJ 65 Stocks 8394.63 -1207.86 -12.58 New Highs 160 536
DJ US Market 733.03 -96.13 -11.59 New Lows 1,139 158
NYSE Comp. 12380.97 -1594.81 -11.41 Av Daily Vol (mil) 6,372.8 3,853.0
NYSE Amer Comp. 2213.70 -193.19 -8.03 Dollar (Finex spot index) 98.11 99.26
S&P 500 2954.22 -383.53 -11.49 T-Bond (CBT nearby futures) 171-120 164-310
S&P MidCap 1814.00 -270.33 -12.97 Crude Oil (NYM light sweet crude) 44.76 53.38
S&P SmallCap 884.78 -124.84 -12.36 Inflation KR-CRB (Futures Price Index) 159.45 174.65
Nasdaq 8567.37 -1009.22 -10.54 Gold (CMX nearby futures) 1564.10 1644.60
Value Line (arith.) 5803.97 -812.51 -12.28
Russell 2000 1476.43 -202.18 -12.04
DJ US TSM Float 30203.72 -3963.49 -11.60
March 2, 2020 BARRON’S M3
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
–7.90% Telecommunications
–10.37 Technology
–10.51 Health Care
–11.44 Consumer Goods
–11.45 Consumer Services Visit www.sectorspdrs.com or
–11.80 Industrials call 1-866-SECTOR-ETF
–12.02 Utilities
–13.25 Basic Materials
–13.29 Financials
–15.44 Oil & Gas
* For breakdown see page M32. Source: S&P Dow Jones Indices
ONLY SECTOR SPDRS DIVIDES THE
dent Joe Biden. About a third of total Dem-
ocratic delegates are up for grabs on Super
Trump. And his rhetoric has been harsh on
markets and corporations in general.
S&P 500 INTO 11 SECTOR ETFS
Tuesday. “Sanders’ momentum on the Democratic
There are 3,979 Democratic delegates in side is a source of market concern,” Barry
2020. It will take 1,991 to win the nomina- Bannister, head of institutional equity strat- An investor should consider investment objectives, risks, charges and expenses carefully before investing. To
tion for president on first ballot. (The 765 egy at Stifel, tells Barron’s. He argues that obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.
superdelegates don’t participate in the the market would look unfavorably on the com. Read the prospectus carefully before investing.
nominating process on the first ballot.) prospect for increased government spend- All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks,
Sanders’ momentum is significant being and higher marginal tax rates. which generally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
cause he has a seven-percentage-point lead Not everyone, however, believes the

over President Donald Trump in a head- current polling data will play out in No- ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
to-head general election matchup, accord- vember. “Many clients have expressed the
ing to Real Clear Politics, a polling-data view that President Trump would be a
aggregation site. Polling results are fluid, large favorite in such a contest,” wrote
and it’s early in the election cycle, but Goldman analyst Ben Snider in a recent
Sanders—along with Biden—has been the research report. He points to Trump’s net
Democratic contender with the most approval rating, which has improved in
consistent polling advantage over the recent weeks, as well as the fact that
incumbent. health-care stocks have performed rela-
The market, to some extent, fears a tively well despite Sanders’ surge.
Sanders administration. Goldman Sachs Sanders wants to create a national
recently recommended that clients buy put single-payer health-care system, most
Upgrade
options on defense stocks to protect against often referred to as Medicare for All.
volatility and declines in the sector as Sand- “With six or more viable Democrats in
ers strengthens. He is likely to cut military the race, calling a front-runner or predict-
spending, which has increased under ing a winner seems premature,” wrote
your advisor.
Morgan Stanley Wealth Management in-
vestment strategist Scott Helfstein in a
Head Count recent research report. He might be cor-
Post-Super Tuesday delegate projections rect, but investors still need to be vigilant.
0 100 200 300 400 500 The stock market, according to Helfstein’s
calculations, tends to be more volatile in
Sanders
primary months. What’s more, returns are
weaker then. Get advice on managing your wealth
Biden
The S&P 500 generates stronger re- and connect with a top advisor at
turns as “candidate uncertainty” declines.
Warren
There is, however, one reason not to barrons.com/directory
completely overreact to any Super Tuesday
Buttgieg
outcome: gridlock. J.P. Morgan economist
Jesse Edgarton put the odds of a Demo-
Bloomberg
cratic sweep in November at just 5%. With-
Klobuchar
out controlling the House, Senate, and the
White House, implementing progressive
Notes: 1,991 needed to win nomination policies, like the ones favored by Sanders,
Source: Polling data, Barron’s calculations
will be very difficult. — Al Root ©2020 Dow Jones & Company. All Rights Reserved. 2E205
EUROPEAN TRADER E M E R G I N G M A R K E TS
Pernod’s Revamp Could These Bonds Are Safe,
Lift Investors’ Spirits But Not Yet a Haven
By Rupert Steiner counts for 10% of group sales, and the By Craig Mellow Aaron Hurd, a senior currency portfolio
company is the biggest international spirits manager at State Street Global Advisors.
D E
rinks giant Pernod Ricard is maker in the country. merging market bonds have been “We normally look to periods of higher vol-
taking a hit in the short term Fiscal 2019 “was an excellent year, dem- a better investment than U.S. gov- atility to yield a nice list of opportunities.”
from the outbreak of coronavi- onstrating clear business acceleration, while ernment debt lately, as borrowers Mexico’s peso, a currency that often
rus, which has closed bars and investing for long-term value creation,” CEO get their financial houses in order bears the brunt of flights to quality, is down
clubs in its key Chinese market. Alexandre Ricard tells Barron’s. The half- and yields remain three to four percentage 3% against the dollar over the past week,
But the world’s second-largest spirits year report shows “the resilience of our points higher. and the Brazilian real is 2% lower—num-
group is in the midst of structural change business model,” he adds. The iShares J.P. Morgan USD bers not dire enough for Hurd to increase
that could boost profit margins and the Pernod Ricard was formed by a merger Emerging Markets Bond exchange- weightings. Indonesia’s rupiah is off 4%,
stock price for the long term. between two French spirits companies traded fund (ticker: EMB) has returned but that follows a strong rally in January.
The owner of Absolut Vodka, Beefeater with competing aniseed-based aperitifs. 5.7% annually over the past five years, “We’re hoping for an overshoot to the
Gin, and Jacob’s Creek wine has been a Pernod was founded in 1805, and Ricard compared with 2.8% for Treasuries of downside in Indonesia, but we’re not quite
solid performer on the Paris bourse, with was created by entrepreneur Paul Ricard similar duration. there yet,” Hurd estimates.
shares up 60.6%, to 167 euros ($181), over in 1932. The company diversified in the That hasn’t helped emerging market The longer-term outlook for emerging
the past five years. But that has been out- 1970s by snapping up Compagnie Dubon- debt during the past week’s financial market bonds looks healthy, if only be-
done by the 89.6% rise in the shares of net-Cinzano and wines. The acquisition panic. The benchmark ETF has dropped cause investors won’t stay satisfied with
rival Constellation Brands (ticker: STZ), drive continued for three decades, which more than 2% while Treasuries surged by Treasury returns that are at record lows
the 106.9% increase from Brown-Forman saw Jacob’s Creek, Havana Club rum, and about the same. “EM is always a risk-on and could go lower.
(BF.A), and a 162.9% gain from LVMH Glenlivet whisky added to the portfolio. asset,” says Eric Baurmeister, a senior “The U.S. is one slowdown away from
Moët Hennessey (MC.France). It entered France’s CAC 40 index in portfolio manager for emerging markets negative yields,” says Jan Dehn, head of
Pernod Ricard’s stock (RI.France) fetches 2003 and doubled in size in 2005 with the debt at Morgan Stanley Investment Man- research at emerging market specialist
22.8 times this year’s expected earnings, a acquisition of Britain’s Allied Domecq in agement. “As this gets worse, EM will Ashmore Group.
price/earnings ratio in line with its peers. partnerships with Fortune Brands. The suffer.” Dehn is pushing a contrarian bet on
But analysts believe that it’s “one of the few 2008 purchase of Absolut Vodka owner There’s more than knee-jerk fear behind local-currency bonds, which have severely
remaining change stories in beverages,” Vin & Sprit for €5.7 billion was seen as an the pullback, Baurmeister says. Some 40% lagged behind dollar obligations. The
with brokerage Berenberg estimating that expensive but transformational deal. of the emerging market bond index comes iShares J.P. Morgan Local Currency
shares could jump 24.9% to its €208 target from sovereign borrowers with junk credit Emerging Market Bond ETF (LEMB)
price. Shares are trading at about €156. Last year, Pernod Ricard said it would ratings like Turkey, Egypt, and Ukraine. has lost nearly 3% year to date and re-
Berenberg analyst Javier Gonzalez Las- restructure by merging its Pernod and Most of the biggest investment-grade turned less than 1% annually over five
tra wrote in a January note, “We believe Ricard businesses in France into a single components—Mexico, Saudi Arabia, Rus- years.
we are in the early stages of an earnings entity, which would lead to some job cuts. sia, and Qatar—are all oil exporters whose That could reverse if U.S. economic
upgrade cycle driven by management’s It has also tapped into the trend for finances are vulnerable to the 23% plunge stumbles sap the strength of a dollar that
greater focus on operating leverage.” craft brands by making acquisitions in in crude prices this year. has risen 25% in trade-weighted terms
Financial firm Jefferies also marked the high-growth categories that analysts think Yet fundamental factors that usually since 2014.
stock a Buy, with a €190 target price. Jeffer- could unleash new potential. worry bond investors remain robust in “The most hated asset class on Earth is
ies said in a note that “we detect a ruthless Initial signs are positive. In 2018, it ex- most places. Inflation is near historic lows the next big trade,” Dehn declares. “Local-
commitment to shifting from a growth-only panded organic profit margins for the first from Brazil to South Africa. Sovereign currency bonds are 20% cheap to fair
focus to a growth and margin strategy.” time since 2013. Berenberg’s Gonzalez Las- hard-currency debt remains subdued, and value.”
The Paris-based company employs tra wrote that “we argue that this pace of ballooning corporate debt is concentrated But asset managers with global foot-
19,300, has a €43.7 billion market value, margin expansion is not only sustainable in China. Current account deficits have prints advise against decisive moves until
and in August posted €2.5 billion of profit in the coming three years, but can even be shrunk in onetime “fragile five” nations the dust settles on coronavirus and the
from recurring operations for the year accelerated.” like India and Turkey. investor pessimism it has catalyzed.
ended on June 30, on sales of €9.1 billion. A possible sale of the noncore wine These positives have so far kept the “It will be hard to shake people from the
But at its half-year update earlier this business, reported by some media, would losses in emerging market bonds—and structural story of emerging market debt
month, Pernod Ricard warned that the lift margins. Pernod Ricard hasn’t com- currencies, which are closely related— absent a global recession or pandemic,” says
coronavirus outbreak would have a severe mented about a sale, but uncorking wine moderate. Too moderate for investors Blaise Antin, head of emerging market sov-
impact on its third quarter, and it slashed would free management to concentrate on hunting for dips to buy on. ereign research at TCW. “But it’s safe to say
its full-year earnings guidance. China ac- more valuable parts of the business. B “The selloff is shockingly minor,” says the risk appetite is dampening.” B
T H E ST RIKING PRI CE
The profound rotation away from risk assets into
Treasury bonds this past week should be a
warning shot across the equity market’s bow.
How to Profit From The Equity Options
Latest Wave of Market Fear CBOE VOLATILITY INDEX

VIX Close VIX Futures
50
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index
290
255
40 220
By Steven M. Sears It is hard to imagine that the February 185
30
ISM data—which measures purchasing
F
150
ear is your friend. manager activity across a broad swath of the
115
We have profitably made this economy—won’t be gloomy, or be inter- 20
point many times over the years, preted that way. This suggests that it is likely 80
and we reiterate it again during a to become a tradable event that is not widely A M J J A S O N D J F 10 A M J J A S O N D J F 45
time when many investors are afraid that focused on because it’s overshadowed by the Daily Values Source: CBOE Source: McMillan Analysis Corp.
global economic growth will be slowed by coronavirus and U.S. political news.
the coronavirus. If the ISM report is bad—a reading of less SPX SKEW NDX SKEW
In anticipation, the stock market has ex- than 50% signals a contraction—the stock Implied volatility % Implied volatility %
perienced some of its most dramatic losses market should tumble. The January reading 13% 12%
in two years. One measure of investor fear, was 50.9%, up from 47.6% in December. (At
the Cboe Volatility Index, or VIX, has that time, the market held steady because 12
11
surged, too, and fears of lower lows in stocks interest rates were low and nothing seemed
have spread into the options market, as well. as if it would impede economic growth.) 11
A lot of information is floating around, 10
10
and not much of it is good. Banks are or- To position, with the SPDR S&P 500
ganizing client calls with medical experts exchange-traded fund (ticker: SPY) trading 9
9
to discuss the virus and what could hap- around $297, investors can buy the SPY
pen next. No one seems to have a good March $295 put that expires March 4 and 8 8
A M J J A S O N D J F A M J J A S O N D J F
answer, and this uncertainty is reflected in sell the SPY March $285 put that expires on Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
the incredible push into what is consid- March 4. The spread costs $2.90 and is Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
ered the safest investment in the world— worth a maximum profit of $7.25 if the ETF between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
U.S. government debt. The profound rota- is at $285 at expiration.
tion away from risk assets into Treasury Should the market rally higher, and the Week's Most Active
bonds this past week should be consid- ETF is above $295 at expiration, the money Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
ered as a warning shot across the equity spent on this “put spread” is lost. Still, it is Italy Index Fund ETF EWI 22464 675 21789 904 99 24.8
market’s bow. hard to see the virus issues abating soon, Sabre Carp. SABR 14109 664 13445 684 99 20.6
Investors can monetize all of this fear by and all economic data, especially the closely Iovance Biotherapeutics IOVA 65913 59759 6154 3592 93 18.3
Pure Storage PSTG 124434 9534 114900 6848 99 18.2
selling downside put options on blue-chip watched economic reports, are likely to be Vanguard European ETF VGK 32167 2102 30065 1768 100 18.2
stocks that they can hold for at least a few more important than ever. Tutor Perini TPC 12946 10554 2392 912 100 14.2
years. (Puts increase in value when the un- If you like this trade, be prepared to act UltraShort Dow 30ETF DXD 41803 40645 1158 3164 100 13.2
derlying security price declines.) Still, there’s fast: The ISM report is expected to be re- Santander Consumer SC 70426 34370 36056 6024 66 11.7
German Index Fund ETF EWG 53397 13973 39424 5336 100 10.0
another trade worth considering—one that leased 30 minutes after the stock market Moderna MRNA 251079 209250 41829 25788 100 9.7
is still under the radar, but will soon proba- opens on Monday. Quanta Services PWR 16495 7769 8726 1916 95 8.6
bly become a major focus of investors. If the idea of wagering on the broad mar- Marriott Vacations Worldwide VAC 7846 3006 4840 948 98 8.3
Genesis Energy GEL 71836 3409 68427 8724 100 8.2
This coming week, the Institute for Sup- ket isn’t to your liking, there is much to be
Royal Philips PHG 4550 3217 1333 556 100 8.2
ply Management will release its February said for buying quality stocks at a time when Upwork Inc. UPWK 23584 14460 9124 2916 86 8.1
report on U.S. economic activity, and similar everyone else is selling. Might such actions Wyndham Destinations WYND 12652 9763 2889 1588 96 8.0
reports will be released that measure eco- prove premature, with so much unknown Eldorado Resorts ERI 53754 32960 20794 6836 98 7.9
Greece ETF GREK 13632 11281 2351 1868 98 7.3
nomic activity all over the world. These are about the virus? Absolutely. If you are will- Embraer ERJ 11190 8881 2309 1616 56 6.9
typically used by portfolio managers as a ing to “buy fear,” do it in phases so you can Gain Capital GCAP 2875 1498 1377 444 98 6.5
quick way to assess the economy. They don’t try to optimize prices. This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
make snap investment decisions based on We have previously recommended KKR 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
the reports, though traders—humans and (KKR), as we believe investors are too nega- 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
computer—will trade the event. Instead, the tive on its future. And Alibaba Group Hold- should be aware of these increased risks if trading in these names
data often spark further scrutiny and num- ing (BABA) remains a favorite way to mone- 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.
ber-crunching that could ultimately lead tize the rise of China’s middle class, which is Source: McMillan Analysis
investors to adjust their portfolio allocations. inevitable, despite the Wuhan virus. B
OR
COMMODITIES
N
F
I O
E D
T
I R
EC
W
W S OPEC Prepares to Tackle
N
NE
CO N Coronavirus Fallout
By Myra P. Saefong making since 2016.”
“Russian participation became an
T
he spread of coronavirus poses a OPEC game-changer in late 2016, pushing
unique challenge for the Organi- production cut deals over the finish line”
zation of the Petroleum Export- in 2016, 2018, and 2019,” he says.
ing Countries and their allies, as Sheldon points out that Russia’s oil-
the major oil producers prepare for talks price requirements for its federal budget
aimed at supporting prices and balancing remain well below those of Saudi Arabia,
global supply and demand. but “its desire to cooperate has increased
OPEC and its allies, collectively known notably” whenever Brent falls below $60
as OPEC+, will gather in Vienna for official a barrel.
meetings on March 5 and 6. The oil market Global benchmark Brent crude saw its
expects the producers to extend the expi- May contract settle at $49.67 on Feb. 28.
ration of existing production cuts, and The fall below $60 lifts the odds that Rus-
many analysts see the likelihood of an sia will agree to deeper cuts when OPEC+
additional output reduction. meets, Sheldon says.
“The main obstacle to a new agreement
on production cuts is that there’s still a high The most likely outcome for the meet-
degree of uncertainty surrounding the im- ing would be a three-month oil quota re-
pact of the coronavirus,” which causes duction of 500,000 barrels per day, says
Covid-19, says Cailin Birch, global econo- Jay Park, chief executive of oil and gas
mist at The Economist Intelligence Unit. company ReconAfrica. OPEC will want to
“It is still difficult to ascertain what the show action that “has limited duration,”
final impact on oil consumption will be in given the epidemic is most likely to be
2020, and some partners to the agreement, limited to the first half of the year, he
most notably Russia, may want to avoid a says, adding that such a move would be
scenario where OPEC continues to cut bullish for prices.
Exceed wealth management indefinitely,” Birch says. However, “factors other than OPEC are
practice goals with trusted An OPEC technical committee on Feb. 8
recommended that OPEC+ extend current
having a bigger impact on oil prices,”
Park says. So a bullish OPEC decision
news and insights production cuts to the end of 2020. The may have “far less influence” on oil prices
current pact calls for OPEC+ cuts of 1.7 than bearish evidence of the virus spread-
million barrels a day, from an October ing aggressively in Europe, Asia, or North
Strong advisor-client relationships are built on meaningful 2018 baseline, through March. America.
interaction. With trusted news, expert analysis and exclusive The committee also recommended a Park believes the disease will almost
© 2019 Dow Jones & Co., Inc. All Rights Reserved. BAVHP2056
coverage from Dow Jones Newswires, your practice is wired for “further adjustment in production until certainly pose a temporary impact and
high-value client conversations. the end of the second quarter.” Its press stability will return once the epidemic
release didn’t specify the size of a potential passes. He does not expect oil prices to
added reduction, but it has been widely see any historic highs or lows as a result
Spark client outreach at dowjones.com/wealth-connection reported that Russia rejected a push by of coronavirus.
Saudi Arabia to agree to an additional For now, with the oil market currently
600,000-barrel-per-day cut for OPEC+. in a seasonally weak period for demand,
News of Russia’s reluctance has put a Jay Hatfield, portfolio manager of the
strain on its more than three-year-old alli- InfraCap MLP exchange-traded fund
ance with Saudi Arabia. Paul Sheldon, (ticker: AMZA), urged caution on oil and
chief geopolitical advisor, analytics at S&P energy stocks through the March to April
Global Platts, refers to the cooperation time frame, “as the overhang from
between the oil producers as the “most COVID-19 slowly lifts and we head into
important dynamic within OPEC+ policy- the seasonally strong driving season.” B
I N S I DE SC OOP
interest in the fitness and lifestyle POWER PLAY
firm to 4,377,655 shares, equal to
Could
9.1% of the outstanding stock. Hud-
son Executive bought a total of
1,596,000 shares on Feb. 20 and 21
at prices of $11.69 to $14 apiece. No
reason was cited for the fresh
Gilead See a
Shari Redstone Bought
investments.
Decreases in Shakeup?
ViacomCBS Stock Holdings By Carleton English
I
Twin River Worldwide n a sea of red on Wall Street as
Holdings (TRWH) of late, few stocks rose above
By ED LIN controls the vast majority of Viacom- Standard General revealed that it the waves. But is bucking the
V
CBS’ voting power. In turn, a trust set sold 512,047 shares of the casino downtrend enough to avoid
iacomCBS stock tumbled up by Sumner M. Redstone, Shari and gambling stock through a activist prodding?
after the media giant disap- Redstone’s father, controls 80% of block trade sale on Feb. 18 at a price Gilead Sciences stock (ticker:
pointed investors, but Shari National Amusements. Shari Redstone of $28.34 per share. Standard Gen- GILD) has launched a Phase 3 study
Redstone, its nonexecutive Two other ViacomCBS insiders bought $1 million eral disclosed that the sale was nec- for a coronavirus treatment, remde-
chair, bought up shares. also bought stock on Feb. 21. Viacom of stock of media essary so as not to violate Rhode sivir. The recent outperformance in
The company was director Barbara M. Byrne paid giant ViacomCBS, Island law that limits a single a sinking market is a feat. But the
formed in December by $213,170 for 7,500 ViacomCBS shares, after a post- shareholder’s interest in public biotech’s stock, around $68, remains
the merger of Viacom and CBS, but its while ViacomCBS CFO Christina earnings swoon. gambling stocks to no more than far below the record high of $122.21
shares were walloped earlier this Spade picked up $57,000 of stock. 39%. Standard General noted that set five years ago.
month after ViacomCBS reported ViacomCBS didn’t respond to a Twin River repurchased stock dur- In 2015, Gilead was thriving on
fourth-quarter earnings. Nonvoting request to make Shari Redstone, ing the second half of 2019 and the success of its hepatitis C drugs.
Class B shares dove 18% on Feb. 21 Byrne, and Spade available for com- announced a $100 million increase But there hasn’t been a new block-
after ViacomCBS lowered guidance ment. Shari Redstone didn’t respond to its buyback program earlier this buster drug since then, and poten-
and said that business fundamentals to a request for comment made to month. Given that, General Stan- tial new drugs are in the early
had slipped. National Amusements. dard chose to sell to remain compli- stages of the pipeline.
That day, Shari Redstone paid At the end of 2019, we expressed ant with Rhode Island regulations, An approved coronavirus drug
$1 million for 35,000 Class B Viacom- our bullishness on ViacomCBS stock. and it now holds 11,745,913 shares would be sure to boost the stock in
CBS shares, an average price of $28.56 Even before the latest drop, we noted of Twin River, equal to 37.1% of the these uncertain times, but even
each. She now owns 219,074 of the its “rock bottom” valuation. Credit tradable stock. bulls wonder how much of a
shares in a personal account. Suisse analyst Douglas Mitchelson, growth driver remdesivir could be.
Shari Redstone is also president of however, noted after earnings that BlueLinx Holdings (BXC) Nearly two weeks ago, as
National Amusements, an entity that “core growth appears challenged.” B Coliseum Capital Management Gilead’s stock was popping, ana-
slashed its holding of the home- lysts at RBC Capital Markets asked
building-products distributor by whether an activist investor could
nearly 41%. On Feb. 20 and 21, Col- spur change there. Gilead’s new
iseum Capital sold 354,600 shares management team has been trying,
Activist Holdings Berry to “optimize its portfolio” by

selling noncore assets. Canyon also
urges Berry to do more to “get in front
at prices ranging from $15 to $20.13
each, leaving it with 518,667 shares,
equal to 5.5% of the outstanding
but RBC believes “some have been
frustrated by the pace of change.”
Gilead declined to comment.
Berry Global Group of ESG trends and correct market stock. A recently reported deal to
(BERY) misperceptions about the sustainabil- These disclosures are snatch up Forty-Seven (FTSV) is
from 13Ds filed with
Canyon Capital Advisors dis- ity of its products.” Canyon continued, the Securities and Chipotle Mexican Grill a step in the right direction, but
closed on Feb. 25 that it held “ESG ratings should be a high prior- Exchange Commission. (CMG) the deal size is small. More merg-
13Ds are filed within
9,315,000 shares of the packaging ity…but [Berry ] appears to be behind 10 days of an entity’s
Pershing Square reduced its holders and acquisitions could be a
firm, about 7% of the tradable the rest of the market in this respect.” attaining more than ing of the casual-dining chain “for solution, but spinning off some
stock. That stake accounts for the 5% in any class of a portfolio-management purposes.” brands may also make sense, RBC
company’s securities.
purchase of 1,595,189 shares from Subsequent changes On Feb. 24, Pershing sold 347,700 noted.
Jan. 10 to Feb. 21 at prices of $42.09
to $48.38. On Feb. 23, Canyon Increases in in holdings or inten-
tions must be re-
ported in amended
shares, 330,000 of which were
moved through a block trade sale at
“They have great science, they
just have to apply it to products
wrote that it appreciated manage-
ment’s “efforts to consistently grow
margins and cash flow in the
Holdings filings. This material is
from Feb. 20 through
Feb. 26, 2020. Source:
$880.50 per share. The remaining
17,700 shares were sold on the
open market at $893.42 apiece. Per-
with greater market potential,”
Sally Yanchus of Brookline Capital
Markets, tells Barron’s.
InsiderScore.com
course of integrating new busi- Tivity Health (TVTY) shing now holds a 4.2% stake in While new management is on
nesses.” Canyon feels it is time for Hudson Executive Capital lifted its Chipotle, equal to 1,161,232 shares. track, by RBC’s measure, some
activist nudging may help. B
Charting the Market

A graphic look at selected stock activity for the week ended on February 28, 2020 n Edited by Bill Alpert
CARNIVAL IAMGOLD AMERICAN AIRLINES GROUP MODERNA
CCL (NYSE) • 33.46 • -8.23 41 IAG (NYSE) • 2.84 • -0.29 4.0 AAL (NASD) • 19.05 • -8.77 27.0 MRNA (NASD) • 25.93 • 7.70 38.0
The cruise giant’s stock 38 Haven seekers bought 3.5 Abandoned by fliers and 24.5 The Cambridge, Mass.– 32.5
shipped water from corona- 35 gold stocks like Iamgold and 3.0 stuck with unfilled seats, the 22.0 based biotech firm sent a 27.0
virus concerns, as did those 32 Eldorado Gold, but silver 2.5 airline and its peers were 19.5 batch of experimental coro- 21.5
of Norwegian Cruise Line 29 miners like Silvercorp Met- 2.0 also shunned by investors. It 17.0 navirus vaccine to the U.S. 16.0
and Royal Caribbean. No M T W T F als didn’t share the gold min- M T W T F could take airlines a while to M T W T F National Institutes of M T W T F
travel shares were spared. ers’ popularity. recover from the virus. Health for testing.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
60.5 4.5 39.5 38
54.0 4.0 35.0 31
47.5 3.5 30.5 24
41.0 3.0 26.0 17
34.5 2.5 21.5 10
28.0 2.0 17.0 3
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

120 82 134 244
60 41 67 122
0 0 0 0
M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F
SQUARE TUPPERWARE BRANDS TELADOC HEALTH CO-DIAGNOSTICS

SQ (NYSE) • 83.33 • -0.16 87 TUP (NYSE) • 2.85 • -3.10 6 TDOC (NYSE) • 124.96 • 11.42 152 CODX (NASD) • 13.23 • 10.18 23.0
Revenue in the December 84 The direct seller of house- 5 Amid belief that the coro- 140 Investors grabbed at the 17.5
quarter was 8% better than 81 wares warned that 2020 4 navirus will spur use of tele- 128 stocks of small companies 12.0
estimates for the retail pay- 78 earnings could be half of 3 health services, Teladoc said 116 that might find a coronavirus 6.5
ment network, on transac- 75 previous forecasts. Results 2 revenue rose 27% in its De- 104 fix—including this test devel- 1.0
M T W T F M T W T F M T W T F M T W T F
tion growth and a price hike for 2019 will be delayed by cember quarter. Paid mem- oper and treatment hopefuls
to merchant customers. an accounting probe. bership rose 61% in 2019. Novavax and Vir Biotech.
89 37 152 22.5
82 30 131 18.0
75 23 110 13.5
68 16 89 9.0
61 9 68 4.5
54 2 47 0.0

110 38 26 198
55 19 13 99
0 0 0 0
ZOOM VIDEO COMMUNICATIONS PALO ALTO NETWORKS CARTER'S MALLINCKRODT

ZM (NASD) • 105.00 • 3.24 126 PANW (NYSE)• 184.62 • -58.38 246 CRI (NYSE) • 91.47 • -19.26 99 MNK (NYSE) • 4.28 • -0.84 7.0
The video-conference ser- 118 A 15% rise in January- 229 Reporting feeble 2019 95 The drugmaker an- 5.5
vice became Wall Street’s 110 quarter revenue fell well 212 growth in sales and profits, 91 nounced a $1.6 billion deal 4.0
latest virus play—as pan- 102 short of expectations, and 195 the children’s clothing mar- 87 with governments to settle 2.5
icked workers stayed home 94
the network-security firm 178
keter warned that virus dis- 83
its opioid liabilities, while re- 1.0
and spurred downloads of M T W T F gave disappointing sales M T W T F ruptions in China could hurt M T W T F porting better-than-expected M T W T F
Zoom software. and earnings guidance. shipments from its suppliers. December-quarter earnings.
125 268 115 27.5
100 250 108 22.0
75 232 101 16.5
50 214 94 11.0
25 196 87 5.5
0 178 80 0.0

68 24 8 136
34 12 4 68
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
GAIN Capital(GCAP) 23808 5.90 +2.41 +69.1 GrafIndustrial(GRAF) 1772 1309.3 10.21 –0.02 AlphaProTech(APT) 129280 1706.6 21.00 +15.30 Aptorum(APM) 562 2095.8 6.00 –8.45
TutorPerini(TPC) 15734 14.50 +2.73 +23.2 ChinaOnlineEduc(COE) 1896 1013.5 24.99 +1.82 CaledoniaMining(CMCL) 301 257.9 10.42 –1.38 LakelandInd(LAKE) 22669 1665.2 21.11 +7.51
JumeiIntl(JMEI) 2246 19.37 +3.26 +20.2 JumeiIntl(JMEI) 2246 821.5 19.37 +3.26 AltisourceAsset(AAMC) 100 237.3 21.35 –0.52 Moderna(MRNA) 243121 1394.1 25.93 +7.70
K12(LRN) 4014 19.88 +3.12 +18.6 SumitomoMits(SMFG) 40932 681.5 6.37 –0.32 MastechDigital(MHH) 779 219.4 12.74 –5.10 VirBiotech(VIR) 15383 889.4 46.50 +30.24
TeekayTankers(TNK) 5395 16.55 +2.30 +16.1 TutorPerini(TPC) 15734 483.7 14.50 +2.73 ImperialOil(IMO) 4270 207.2 21.93 –1.98 Sabre(SABR) 52020 703.5 13.62 –8.27
CooTekCayman(CTK) 137 6.35 +0.65 +11.4 GigCapital2(GIX) 830 479.3 10.00 –0.04 EvansBancorp(EVBN) 122 201.3 39.27 –0.12 ChickenSoupA(CSSE) 407 577.4 8.86 –0.28
OneSmartIntl(ONE) 3040 5.44 +0.50 +10.1 OmnovaSol(OMN) 5495 463.6 10.11 –0.04 Electromed(ELMD) 926 199.7 10.29 –2.19 CornerstoneOnDem(CSOD) 11607 474.3 41.03 –16.20
TeladocHealth(TDOC) 24055 124.96 +11.42 +10.1 GenesisEnergy(GEL) 20870 433.7 9.93 –4.68 Cel-Sci(CVM) 11652 193.0 10.97 –5.52 111(YI) 4569 411.3 6.51 –0.25
AVX(AVX) 13541 432.2 21.74 +0.05 MetallaRoyalty(MTA) 1867 181.1 4.30 –1.76 Novavax(NVAX) 96747 387.7 16.00 +8.28
Losers DelekLogistics(DKL) 871 414.8 21.49 –8.36 CheniereEnergy(LNG) 25255 179.8 51.29 –2.40 TandyLeather(TLF) 386 387.3 5.08 +0.06
Name (Sym) Volume Close Change %Chg. Canon(CAJ) 5282 404.0 25.15 +0.48 SilverCrestMetals(SILV) 6284 130.1 6.37 –1.70 NGM Biopharm(NGM) 5944 376.3 18.04 +1.85
Tupperware(TUP) 37051 2.85 –3.10 –52.1 RoyalCaribbean(RCL) 47837 368.5 80.41 –25.70 LGL Group(LGL) 265 129.8 11.60 –2.22 MenloTherap(MNLO) 4038 355.7 2.95 –2.25
Lydall(LDL) 1675 11.91 –9.88 –45.3 SantanderCons(SC) 23253 356.4 24.40 –2.26 CheniereEnerPtrs(CQP) 2884 126.5 33.90 –2.22 ZoomVideo(ZM) 67603 338.7 105.00 +3.24
KosmosEnergy(KOS) 77703 3.05 –1.92 –38.6 Aircastle(AYR) 9143 356.4 31.85 –0.36 MAG Silver(MAG) 4553 126.4 8.41 –3.01 Ryanair(RYAAY) 8355 336.1 71.68 –18.97
BigLots(BIG) 18993 15.81 –9.60 –37.8 NorwegCruise(NCLH) 40220 353.8 37.26 –9.71 EquinoxGold(EQX) 4158 116.4 7.30 –2.40 CountyBancorp(ICBK) 163 329.7 24.64 –1.87
HertzGlobal(HTZ) 38571 12.79 –7.46 –36.8 AB InBev(BUD) 22494 348.9 58.37 –13.23 AcmeUnited(ACU) 72 108.5 23.22 –1.07 GileadSciences(GILD) 202767 310.7 69.36 –0.34
Fluor(FLR) 34507 9.32 –5.42 –36.8 Tupperware(TUP) 37051 335.5 2.85 –3.10 inTEST(INTT) 209 107.0 5.04 –0.67 IovanceBiotherap(IOVA) 24117 309.1 32.91 +6.93
Kraton(KRA) 3060 10.12 –5.83 –36.6 XeniaHotels(XHR) 10606 329.7 14.96 –4.20 GoldResource(GORO) 7347 106.3 4.02 –1.80 Bandwidth(BAND) 3769 300.4 62.89 –13.86
DycomInds(DY) 7693 29.56 –15.56 –34.5 Carnival(CCL) 111433 323.6 33.46 –8.23 NanoViricides(NNVC) 32716 103.6 9.50 +2.88 GuardantHealth(GH) 16465 296.8 86.96 –1.85
PaloAltoNtwks(PANW) 23173 321.6 184.62 –58.38 NatlHealthcare(NHC) 359 81.4 74.21 –9.45 ZaiLab(ZLAB) 6463 287.3 54.97 –4.15
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.
ChesapeakeEner(CHK) 738383 0.28 –0.17 –38.6 iBio(IBIO) 521829 2.45 +2.15+719.4 AdvMicroDevices(AMD) 468803 45.48 –7.80 –14.6
AlphaProTech(APT) 129280 21.00 +15.30 +268.4
FordMotor(F) 546528 6.96 –0.93 –11.8 AlphaProTech(APT) 129280 21.00 +15.30+268.4 Microsoft(MSFT) 382931 162.01 –16.58 –9.3
NanoViricides(NNVC) 32716 9.50 +2.88 +43.5
BankofAmerica(BAC) 543116 28.50 –5.86 –17.1 DocumentSecSys(DSS) 79970 0.24 +0.06 +34.8 Apple(AAPL) 349618 273.36 –39.69 –12.7
AmbowEduc(AMBO) 141 2.89 +0.57 +24.6
GeneralElec(GE) 490778 10.88 –1.37 –11.2 AIM Immuno(AIM) 70102 2.05 +0.98 +91.6 TonixPharm(TNXP) 298181 1.08 +0.65+153.8
VirnetX(VHC) 5088 5.61 +0.63 +12.7
NIO(NIO) 473673 4.13 +0.05 +1.2 B2Gold(BTG) 67541 3.99 –0.68 –14.6 CiscoSystems(CSCO) 253476 39.93 –6.37 –13.7
IMPAC Mortgage(IMH) 97 6.45 +0.55 +9.3
AT&T(T) 311247 35.22 –3.33 –8.6 ZomedicaPharm(ZOM) 56427 0.22 –0.09 –29.0 Moderna(MRNA) 243121 25.93 +7.70 +42.2
CentrusEnergy(LEU) 431 7.98 +0.67 +9.2
Ambev(ABEV) 292796 3.21 –0.46 –12.5 NorthernOil&Gas(NOG) 42009 1.45 –0.12 –7.6 SiriusXM(SIRI) 218095 6.34 –0.90 –12.4
StdDiversified(SDI) 63 13.61 +1.01 +8.0
Nokia(NOK) 285780 3.87 –0.29 –7.0 NewGold(NGD) 41584 0.80 –0.05 –6.4 GileadSciences(GILD) 202767 69.36 –0.34 –0.5
CKX Lands(CKX) 10 9.49 +0.24 +2.6
Vale(VALE) 251468 9.82 –1.60 –14.0 ChinaPharma(CPHI) 32988 0.57 +0.10 +21.7 Intel(INTC) 190563 55.52 –8.82 –13.7
Losers Uber(UBER) 249098 33.87 –6.85 –16.8 NanoViricides(NNVC) 32716 9.50 +2.88 +43.5 MicronTech(MU) 179768 52.56 –4.43 –7.8
Name (Sym) Volume Close Change %Chg. Pfizer(PFE) 236500 33.42 –2.30 –6.4 CheniereEnergy(LNG) 25255 51.29 –2.40 –4.5 Comcast A(CMCSA) 172975 40.43 –5.39 –11.8
FreeportMcM(FCX) 215591 9.96 –1.98 –16.6 Senseonics(SENS) 24905 1.40 –0.04 –2.8 CaesarsEnt(CZR) 161901 12.71 –1.79 –12.3
BattalionOil(BATL) 56 7.48 –4.37 –36.9
VirginGalactic(SPCE) 213725 24.60 –9.27 –27.4 NorthernDynasty(NAK) 20903 0.54 –0.11 –16.3 AmerAirlines(AAL) 132609 19.05 –8.77 –31.5
Cel-Sci(CVM) 11652 10.97 –5.52 –33.5
ExxonMobil(XOM) 208877 51.44 –7.69 –13.0 HoustonAmEner(HUSA) 16634 0.15 –0.01 –7.0 NVIDIA(NVDA) 117520 270.07 –24.00 –8.2
Myomo(MYO) 1922 4.64 –2.23 –32.5

PetroleoBrasil(PBR) 194647 12.10 –1.93 –13.8 NovaGoldRscs(NG) 16575 7.98 –1.43 –15.2 Facebook(FB) 115312 192.47 –17.71 –8.4
PlatinumGrpMtls(PLG) 2859 1.87 –0.88 –32.0
WellsFargo(WFC) 194499 40.85 –6.85 –14.4 GoldStandrdVntr(GSV) 16478 0.63 –0.10 –13.4 Zynga(ZNGA) 111840 6.71 –0.42 –5.9
AlexcoRes(AXU) 15155 1.49 –0.70 –32.0
EnergyTransfer(ET) 181260 11.08 –1.06 –8.7 AlexcoRes(AXU) 15155 1.49 –0.70 –32.0 ViacomCBS B(VIAC) 105589 24.61 –3.65 –12.9
GoldResource(GORO) 7347 4.02 –1.80 –30.9
YamanaGold(AUY) 162603 3.82 –0.84 –18.0 Oragenics(OGEN) 12811 0.75 +0.13 +21.6 InovioPharma(INO) 100495 4.28 +0.54 +14.3
AmerGold&Silver(USAS) 4477 2.21 –0.95 –30.1
Sprint(S) 162312 9.19 –0.86 –8.6 LilisEnergy(LLEX) 12246 0.27 –0.04 –13.6 Novavax(NVAX) 96747 16.00 +8.28+107.3
MetallaRoyalty(MTA) 1867 4.30 –1.76 –29.0
Transocean(RIG) 160927 3.35 –0.81 –19.5 ActiniumPharm(ATNM) 12102 0.24 –0.02 –8.7 Tesla(TSLA) 95110 667.99–233.01 –25.9
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. Alibaba(BABA) 22761527 208.00 –4.59 –2.2 AlphaProTech(APT) 2337307 21.00 +15.30+268.4 Apple(AAPL) 98044091 273.36 –39.69 –12.7
VirBiotech(VIR) 15383 46.50 +30.24 +186.0 Disney(DIS) 16937720 117.65 –21.32 –15.3 CheniereEnergy(LNG) 1246652 51.29 –2.40 –4.5 Tesla(TSLA) 70038075 667.99–233.01 –25.9
Novavax(NVAX) 96747 16.00 +8.28 +107.3 Mastercard(MA) 16882790 290.25 –49.45 –14.6 iBio(IBIO) 761481 2.45 +2.15+719.4 Amazon.com(AMZN) 687555421883.75–212.22 –10.1
LakelandInd(LAKE) 22669 21.11 +7.51 +55.2 BankofAmerica(BAC) 16348815 28.50 –5.86 –17.1 NanoViricides(NNVC) 311456 9.50 +2.88 +43.5 Microsoft(MSFT) 63288669 162.01 –16.58 –9.3
Moderna(MRNA) 243121 25.93 +7.70 +42.2 Visa(V) 16117890 181.76 –27.05 –13.0 B2Gold(BTG) 301563 3.99 –0.68 –14.6 NVIDIA(NVDA) 30997017 270.07 –24.00 –8.2
ParatekPharma(PRTK) 10187 4.78 +1.23 +34.6 JPMorganChase(JPM) 15735634 116.11 –19.70 –14.5 NovaGoldRscs(NG) 146982 7.98 –1.43 –15.2 Facebook(FB) 22408924 192.47 –17.71 –8.4
TarenaIntl(TEDU) 7629 3.10 +0.75 +31.9 Boeing(BA) 13945857 275.11 –55.27 –16.7 Cel-Sci(CVM) 138167 10.97 –5.52 –33.5 AdvMicroDevices(AMD) 21748145 45.48 –7.80 –14.6
Verastem(VSTM) 21458 2.79 +0.61 +28.0 AT&T(T) 11265611 35.22 –3.33 –8.6 AIM Immuno(AIM) 135415 2.05 +0.98 +91.6 Alphabet A(GOOGL) 199127181339.25–144.21 –9.7
IovanceBiotherap(IOVA) 24117 32.91 +6.93 +26.7 ExxonMobil(XOM) 10970056 51.44 –7.69 –13.0 CheniereEnerPtrs(CQP) 97436 33.90 –2.22 –6.1 Alphabet C(GOOG) 193372791339.33–145.78 –9.8
UnitedHealth(UNH) 10918735 254.96 –46.47 –15.4 ImperialOil(IMO) 94631 21.93 –1.98 –8.3 Netflix(NFLX) 16499196 369.03 –11.04 –2.9
Losers BerkHathwy B(BRK.B) 10498389 206.34 –22.99 –10.0 NorthernOil&Gas(NOG) 60181 1.45 –0.12 –7.6 GileadSciences(GILD) 14519763 69.36 –0.34 –0.5
Name (Sym) Volume Close Change %Chg. Citigroup(C) 10400879 63.46 –12.98 –17.0 MAG Silver(MAG) 47491 8.41 –3.01 –26.4 Intel(INTC) 11042039 55.52 –8.82 –13.7
Aptorum(APM) 562 6.00 –8.45 –58.5 Salesforce.com(CRM) 9916729 170.40 –19.10 –10.1 SilverCrestMetals(SILV) 45024 6.37 –1.70 –21.1 CiscoSystems(CSCO) 10525737 39.93 –6.37 –13.7
MenloTherap(MNLO) 4038 2.95 –2.25 –43.3 HomeDepot(HD) 9147917 217.84 –27.50 –11.2 NewGold(NGD) 38656 0.80 –0.05 –6.4 MicronTech(MU) 9422447 52.56 –4.43 –7.8
DIRTT Envl(DRTT) 877 1.81 –1.32 –42.2 J&J(JNJ) 8946018 134.48 –15.45 –10.3 Senseonics(SENS) 38464 1.40 –0.04 –2.8 BookingHldgs(BKNG) 86809411695.66–233.06 –12.1
Sabre(SABR) 52020 13.62 –8.27 –37.8 Uber(UBER) 8621142 33.87 –6.85 –16.8 GoldResource(GORO) 37110 4.02 –1.80 –30.9 Adobe(ADBE) 7917295 345.12 –27.83 –7.5
SmileDirectClub(SDC) 59495 7.48 –4.54 –37.7 WellsFargo(WFC) 8354960 40.85 –6.85 –14.4 EquinoxGold(EQX) 35342 7.30 –2.40 –24.7 Roku(ROKU) 7791929 113.67 –5.71 –4.8
Big5SportingGds(BGFV) 2258 2.23 –1.34 –37.5 Pfizer(PFE) 8084984 33.42 –2.30 –6.4 SilvercorpMetals(SVM) 33533 3.25 –0.92 –22.1 ZoomVideo(ZM) 7341037 105.00 +3.24 +3.2
Nutanix(NTNX) 39425 23.84 –13.13 –35.5 Shopify(SHOP) 7602087 463.31 –57.35 –11.0 VirnetX(VHC) 28480 5.61 +0.63 +12.7 PayPal(PYPL) 7337966 107.99 –11.50 –9.6
AxovantGene(AXGT) 2565 2.93 –1.53 –34.3 Square(SQ) 7307688 83.33 –0.16 –0.2 NatlHealthcare(NHC) 27623 74.21 –9.45 –11.3 Comcast A(CMCSA) 7227865 40.43 –5.39 –11.8
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 tive symptoms in schizophrenia patients. charges it had taken, will cover the settle-
We maintain our Buy rating and $60 price ment. We will wait to see what number the
and research firms. The reports are a sampling of analysts’ thinking; they should target. bank discloses in its 10-K for the high end
not be considered the views or recommendations of Barron’s. Some of the reports’ of the range of possible legal losses in ex-
issuers have provided, or hope to provide, investment-banking or other services to Wells Fargo • WFC-NYSE cess of those accruals. If this number drops
the companies being analyzed. 4 Stars (out of 5) • Price $47.34 on Feb. 20 significantly, it will be a very good sign.
by Morningstar The DOJ and SEC [investigations] were
the last remaining major government
Virgin Galactic • SPCE-NYSE on about 7.2 times (up from seven times) Undervalued. Wells Fargo has reached a probes into Wells Fargo over its past sales
Neutral • Price $34.04 on Feb. 25 our 2021 revenue estimate. settlement with the Department of Justice practices.
by Credit Suisse and the Securities and Exchange Commis- The comeback of Wells Fargo will still
JPMorgan Chase • JPM-NYSE sion [for its false-account scandal]. The take more time to play out. The road ahead
While Virgin Galactic remains a compel- Outperform • Price $126.26 on Feb. 26 bank will make payments totaling $3 billion remains beset with difficulty, but it appears
ling story from the perspectives of nearby RBC Capital Markets as part of the settlement. According to the that another positive step forward has oc-
term catalysts toward first revenue flights, press release, Wells Fargo had already fully curred. As this was already part of our the-
leading market position, strong incremen- [At its recent investor day], JPMorgan accrued for this amount as of Dec. 31. This sis, we do not plan to make any changes to
tal margin potential, and the scarcity value provided updated financial targets, which means that the $1.5 billion legal charge it our current fair value estimate of $56 a
of the investment opportunity, we find were mostly unchanged from last year’s took in the fourth quarter, and the previous share.
ourselves no longer able to recommend its investor day. Under the leadership of
shares after about a 185% run this year Jamie Dimon, JPM has developed into
(through Feb. 25) and commensurate the premier global bank, with best-in- INSIDER TRANSACTIONS: Recent Filings
expansion in the stock’s multiple (now class profitability. The challenge for JPM Purchases Sales
$ Val $ Val
around 21 times 2024 enterprise value/ over the next two to three years will be Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
earnings before interest, taxes, deprecia- to maintain the current level of profitabil- Northern Oil And Gas NOG 1 5,000,000 7,392 Ecolab ECL 6 324,944 66,669
tion, and amortization—undiscounted). ity. We recommend that long-term inves- Kinder Morgan KMI 1 300,000 6,216 Synopsys SNPS 4 423,548 63,478
Geo GEO 1 265,063 4,495 Regeneron Pharmaceuticals REGN 3 120,537 50,657
Though there could be upside to our tors continue to buy the stock, as JPM Vtv Therapeutics VTVT 1 1,250,000 4,300 Ihs Markit LtdINFO 2 588,422 47,451
estimates, we see this as constrained, has demonstrated that it drives long-term AmercoUHAL 2 10,840 3,719 Entergy ETR 10 339,768 44,345
owing to the relatively limited scalability shareholder value. Price target: $145. Bunge LtdBG 3 50,930 2,737 Broadcom AVGO 1 136,146 41,168
Morgan StanleyMS 1 50,000 2,650 Fleetcor Technologies FLT 9 122,320 39,353
of the business model; the expected build Plains Gp PAGP 2 135,187 2,145 Ringcentral RNG 1 161,424 38,446
time of a mature SS2 rocket (SS2-4 and Simply Good Foods SMPL 1 88,500 1,995 Yeti YETI 3 1,147,250 36,546
SS2-5) is 24 months, and the cost is in the Acadia Pharmaceuticals Magnolia Oil & Gas MGY 1 201,000 1,566 Zillow Z 10 579,169 35,777
Nexpoint Real Estate Finance NREF 4 80,871 1,538 Tyler Technologies TYL 5 98,099 32,575
tens of millions. Thus, with more limited • ACAD-Nasdaq Viasat VSAT 1 27,150 1,508 Procter & Gamble PG 5 253,607 32,264
estimated upside (outside of a significant Buy • Price $40.22 on Feb. 27 Affiliated Managers AMG 3 17,500 1,476 Zoetis ZTS 3 220,512 31,472
Cbl & Associates Properties CBL 1 2,750,000 1,440 Netflix NFLX 1 77,777 30,198
positive pricing surprise or lower costs— by H.C. Wainwright
Inovalon INOV 1 63,005 1,281 Zoom Video Communications ZM 4 289,917 29,429
both highly uncertain at this stage), fur- Viacomcbs VIAC 3 44,500 1,270 Apollo Global Management APO 2 560,428 25,746
ther near-term share appreciation de- [On] yesterday’s earnings call, Acadia re- Ryder System R 4 31,000 1,224 Allegion PlcALLE 4 185,311 24,235
Lyft LYFT 1 22,500 1,018 Idexx Laboratories IDXX 3 79,758 22,828
pends largely on incremental multiple ported continued positive Nuplazid trac- Medtronic PlcMDT 1 8,771 997 Mgm Resorts InternationalMGM 1 689,000 22,162
expansion. Price target: $25. tion, with $339.1 million in full-year 2019 Sutter Rock Capital SSSS 1 141,176 968 Extra Space Storage EXR 1 200,000 21,535
net sales, representing 52% year-over-year 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
net sales growth. [Nuplazid is a medication 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
Etsy • ETSY-Nasdaq for treatment of hallucinations and delu- shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales,
Buy • Price $56.30 on Feb. 27 sions associated with PDP–Parkinson’s and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters
by Canaccord Genuity disease psychosis.]

The sales performance falls at the high INSIDER TRANSACTIONS RATIO
Etsy’s fourth-quarter results came in ahead end of the company’s provided fiscal 2019
60
of expectations and guidance, as continued Nuplazid revenue guidance of $330 million
platform enhancements drove strong holi- to $340 million. For fiscal 2020, we esti- 50
day performance. The company will be re- mate $466 million in net sales.
40
freshing its seller ad offerings by launching With Nuplazid’s market share currently Bearish
Offsite Ads, which will include advertising in the high teens in the treatment of PDP, 30
on behalf of sellers on Google, Facebook, the growth opportunity remains far from Ratio = 15
20
Instagram, and other platforms, while con- saturated for this patient population. We
tinuing to offer internal promotions through additionally believe that the momentum is 10
Etsy Ads. We are raising our estimates, further enhanced [by] expanding opportu- Bullish
0
and our price target to $72 from $70, based nity in the potential treatment of demen- M A M J J A S O N D J F
tia-related psychosis, or DRP, patients, ad-
To be considered for this section, material junctive treatment in major depressive 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. disorder, or MDD, and treatment of nega- The total top 20 sales and buys are 736,335,688 and 49,934,186 respectively; Source: Thomson Reuters
Market View
This commentary was issued recently by investment management and research firms
and market newsletter writers. It has been edited by Barron’s.
”With its relatively high global-value-chain participation, an already feeble euro zone will be among the
worst hit by virus-related production shutdowns.” —STÉFANE MARION, KRISHEN RANGASAMY, Forex Economics and Strategy
Will S&P 2800 Be the Floor? an already feeble euro zone will be among will have to brace for sizable revenue that the savings on the monthly mortgage
the worst hit by virus-related production slumps in 2020. payments at a lower rate may not be
Daily Insights shutdowns. The zone’s tourism sector will Another cause for concern are the po- enough to justify the expense to refinance.
by BCA Research also struggle, as visitors cancel travel plans tential long-term effects of economic paral- —PAUL SULARZ
bcaresearch.com amid the virus scare. In light of the in- ysis that will be clearly felt into the second
creased likelihood of intervention from the quarter. There is a real danger that South Carolina Voter Concerns
Feb. 27: BCA Research’s Global Growth European Central Bank, we have lowered “clogged arteries” caused by supply-chain
Sentiment Indicator tries to capture how our targets for EUR/USD, with the euro failures will lead to seizures in entire Special Commentary
pessimistic or optimistic investors’ expec- now expected to reach $1.03 by year end. industrial sectors like the electronics by Wells Fargo Securities
tations are of global growth. It includes —STÉFANE MARION, KRISHEN RANGASAMY industry. Small and medium-size enter- wellsfargo.com
sentiment on copper and bonds, as well as prises are particularly vulnerable.
the earnings-revision ratio for cyclical Hedge Funds Purge Equities —MIKKO HUOTARI Feb. 24: South Carolina holds the fourth
relative to defensive equities. nominating contest of the Democratic
The end of the selloff in stocks is close, Americas Daily Research Summary Savvy Mortgage-Backed Move presidential primary, on Feb. 29. The pri-
but we are not there yet. The Global by Nomura Instinet mary may very well set the tone for Super
Growth Sentiment Indicator is showing that nomura.com Blog: Investing Insights at William Blair Tuesday, which follows just three days
pessimism is prevalent, but it has not hit by William Blair later on March 3.…In 2016, Donald Trump
the levels historically associated with a bot- Feb. 25: We think it is looking very likely williamblairfunds.com won South Carolina 54.9% to 40.8%, or
tom in sentiment. This suggests that the that the main culprits in panic selling of 1,143,611 to 849,469. Only 16 of the 46
S&P 500 index could have a bit more down- developed-market equities were fundamen- Feb. 25: The decline in the federal-funds counties voted for Hillary Clinton, but that
side before bottoming, especially as the tals-focused hedge funds. Recently, equity rate has led to lower interest rates on new included the state’s second-largest (Rich-
price/earnings ratio for the U.S. equity exposure for hedge funds overall has plum- and refinanced mortgages. That’s great for land, part of the Columbia metro area) and
benchmark still stands at 18. Moreover, meted, with the main driver being equity consumers, and they’re taking advantage the third largest (Charleston) counties.…
transport stocks—often a bellwether for the long/short funds and global macro hedge of the boon. The Mortgage Bankers Asso- South Carolina often serves as a barom-
overall market—continue to fall abruptly. funds unloading long equity positions. Dis- ciation’s weekly indexes show that applica- eter of how well candidates can do in ra-
Thus, in the absence of a turnaround in the cretionary investors had been picturing a tions to refinance an existing mortgage cially diverse states, and its larger metro
number of new cases of Covid-19 outside of V-shape recovery in the global economy are up sharply this year, and applications areas tend to have a much higher propor-
China, the S&P 500 can fall toward 2800 and corporate earnings, but confronted to purchase a home are strong and steady. tion of college-educated residents and are
before finding a firmer footing. with the surge in Covid-19 infections, many Mortgage-backed-securities, or MBS, more ethnically and racially diverse. Its
—MATHIEU SAVARY, ANEEL SAMRA are now being forced to drastically change investors aren’t quite as thrilled, because high proportion of manufacturing jobs and
their strategies. While the selling could be they face two primary risks: prepayment exposure to the automotive industry means
Dollar’s Gain, Euro’s Pain an overreaction, the situation is suggestive risk (getting your money back rapidly that trade and industrial policy will be im-
of global macro hedge funds and long/short and being forced to reinvest at lower portant to voters, while it also has a lot of
Forex Economics and Strategy funds turning to trades that prepare for a rates) and extension risk (earning below- hourly paid workers who will be interested
by National Bank of Canada global recession. market income for a longer period than in minimum-wage laws. While South Caro-
nba.ca —MASANARI TAKADA expected).… lina’s future is more closely tied to interna-
Moreover, the effect of these refinancings tional trade, there are still plenty of resi-
Feb. 27: The Covid-19 epidemic threatens Chinese Shoppers Fade is the creation of net new supply of MBS. dents who remember how Nafta and the
to throw global economic growth off the We believe that net new supply will range expansion of trade with China decimated
rails. We expect the U.S. dollar to remain China Flash from $220 billion to $300 billion in 2020, and the state’s textile industry. Many of these
strong, if not strengthen, over the near by Mercator Institute for China Studies the fixed-rate coupons will range from 2% to residents live in the state’s rural areas, as
term as its haven properties, which helped merics.org 3%. This significantly increases the interest- well as much of the upstate.
the greenback last year amid concerns rate risk and market-value volatility of Additionally, South Carolina’s growing
surrounding the U.S./China trade war, Feb. 26: Globalization “made in China” is approximately 80% of the MBS market.… status as a retiree destination means that
continue to offset the impact of unfavor- coming under pressure. The weakness of We mitigate prepayment risk by em- health-care policy will remain important to
able interest-rate differentials. Chinese consumer demand in the first ploying U.S. agency-specified pools that many voters.
As if the slowdown in global trade quarter of the year was shocking. Sales are composed of mortgage loans from bor- —MARK VITNER
wasn’t taxing enough on the euro-zone figures for iPhones or cars, for example, rowers that have taken out small balances
economy (which is a major exporter), it were disastrous—so bad, in fact, that later to purchase their homes. We believe that To be considered for this section, please send
now has to face Covid-19. With its rela- improvements probably won’t make up for targeting low loan balances is an effective material, with the author’s name and email
tively high global-value-chain participation, them. Global companies reliant on China strategy because a borrower may decide address, to MarketWatch@barrons.com.
New York Stock Exchange Composite List

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15.10 2.38 ArmstrongFlooring AFI ... dd 2.64 –0.56 ... 231.61 195.40 BerkHathwy B BRK.B ... 6 206.34 –22.99 ... 40.88 29.95 CRH CRH 2.3 17 33.88 –3.72 .2136
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 111.46 72.11 ArmstrongWorld AWI .8 21 100.15 –6.30 .20 33.72 23.61 BerkshireHills BHLB 3.9 12 24.41 –3.16 .24 9.40 3.54 CSS Industries CSS .0 dd 9.37 –0.02 .20
86.62 62.35 ArrowElec ARW ... dd 67.06 –10.93 ... 59.16 36.40 BerryGlobal BERY ... 14 37.96 –6.28 ... 34.29 25.52 CTS CTS .6 24 26.07 –3.22 .04
38.09 23.40 ArtisanPtrsAsset APAM 8.7 11 28.58 –5.52 .60 91.99 61.58 BestBuy BBY 2.6 13 75.65 –14.61 .55 16.99 8.62 Curo CURO 2.4 4 9.23 –4.37 .055
123.45 65.54 AsburyAutomotive ABG ... 9 88.64 –10.85 ... 39.53 14.75 BigLots BIG 7.6 3 15.81 –9.60 .30 55.52 27.43 CVR Energy CVI 11.3 8 28.42 –6.05 .80
Please visit the new Market Lab home page on barrons.com under Data. 5.82 1.83 AshfordHosp AHT 11.1 dd 2.16 –0.40 .06 817.00 409.10 BiglariA BH.A ... 10 600.00 –64.00 ... 4.35 1.90 CVR Partners UAN 21.1 dd 1.90 –0.67 .07
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23.61 16.54 AssociatedBanc ASB 4.3 9 16.93 –3.02 .18 413.02 281.66 Bio-RadLab A BIO ... 6 352.02 –48.48 ... 27.65 13.06 CabotOil COG 2.9 9 13.93 –0.96 .10
52-Week Tick Div 52-Week Tick Div 65.46 32.12 AssocCapital AC .5 dd 41.15 –2.32 .10 403.83 287.85 Bio-RadLab B BIO.B ... 6 350.00 –53.83 ... 40.68 24.23 Cactus WHD 1.3 17 27.31 –1.48 .09
142.61 91.84 Assurant AIZ 2.1 22 120.59 –19.51 .63 20.19 9.46 Bitauto BITA ... dd 14.90 ... ... 23.22 13.76 CadenceBancorp CADE 5.0 9 14.12 –2.53 .175
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 50.77 40.18 AssuredGuaranty AGO 1.8 12 40.81 –5.49 .20 87.12 70.15 BlackHills BKH 3.0 22 72.20 –12.53 .535 31.56 20.66 CAE CAE 1.2 27 26.81 –3.39 .0828
11.11 6.49 AlumofChina ACH ... cc 6.68 –0.71 ... 51.55 36.83 AstraZeneca AZN 3.1 84 43.80 –6.37 .95 76.44 51.05 BlackKnight BKI ... 82 66.71 –7.58 ... 32.28 10.54 Caleres CAL 2.4 dd 11.53 –1.59 .07
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52.78 29.84 AAR AIR .9 cc 34.55 –11.18 .075 43.50 20.52 AtkoreIntl ATKR ... 12 36.91 –4.63 ... 64.97 32.44 Blackstone BX 3.6 23 53.84 –7.41 .61 22.33 14.50 CallawayGolf ELY .2 21 16.98 –1.80 .01
25.30 17.71 ABB ABB ... 32 21.64 –2.35 ... 22.90 14.44 AmbacFin AMBC ... dd 19.22 –2.42 ...
10.53 6.06 AmbacFinWt AMBC.WT ... ... 7.87 –1.71 ... 3.02 2.19 AtlanticPower AT ... 7 2.27 –0.25 ... 40.62 33.97 BlackstoneMtg BXMT 6.9 15 36.06 –4.21 .62 8.52 1.90 CallonPetrol CPE ... 9 2.27 –0.58 ...
42.67 31.81 ABMIndustries ABM 2.2 17 32.92 –5.50 .185 6 20.21 10 120.73 96.69 CamdenProperty CPT 3.1 48 105.98 –14.44 .83
11.38 7.25 ACCO Brands ACCO 3.2 7 8.01 –1.29 .065 5.45 3.10 Ambev ABEV ... 18 3.21 –0.46 ... 14.62 7.79 Atlas ATCO 4.7 10.60 –0.71 .125 29.62 BlockHR HRB 5.0 20.67 –2.80 .26
11.77 9.13 Amcor AMCR 5.0 ... 9.32 –0.92 .115 121.08 98.16 AtmosEnergy ATO 2.2 23 103.25 –15.45 .575 16.63 2.44 BloomEnergy BE ... dd 9.07 –2.71 ... 12.59 8.00 Cameco CCJ .7 61 8.68 –0.36 .0608
9.71 4.25 ADT ADT 2.2 dd 6.39 –0.59 .70 10.32 1.32 AuroraCannabis ACB ... dd 1.34 –0.33 ... 18.60 2.02 BlueApron APRN ... dd 2.86 –0.12 ... 49.56 35.03 CampbellSoup CPB 3.1 51 45.12 –2.84 .35
52.08 28.96 AECOM ACM ... dd 44.94 –6.98 ... 87.33 70.27 Ameren AEE 2.5 24 79.00 –6.34 .495
26.19 13.11 Ameresco AMRC ... 32 22.54 –2.29 ... 117.99 65.46 Autohome ATHM 1.0 20 77.67 –6.03 .77 9.11 6.00 BlueCapReins BCRH .0 dd 6.94 –0.06 .57 16.97 7.12 CampingWorld CWH 2.3 dd 13.68 –2.62 .0732
21.23 14.60 AES AES 3.4 22 16.73 –4.02 .1433 87.01 61.07 Autoliv ALV 3.7 13 66.73 –6.84 .62 16.51 7.57 BluegreenVac BXG 6.7 13 7.76 –1.79 .13 57.66 25.66 CanadaGoose GOOS ... 25 27.57 –2.82 ...
57.18 41.92 Aflac AFL 2.6 10 42.85 –8.68 .28 18.04 12.93 AmericaMovil AMX 2.3 18 15.88 –1.70 .1776
17.94 12.89 AmericaMovil A AMOV 2.4 17 15.35 –2.07 .1776 53.19 32.83 AutoNation AN ... 9 42.73 –5.92 ... 35.40 7.87 BlueLinx BXC ... dd 11.75 –3.67 ... 87.62 73.20 CIBC CM 5.8 9 76.07 –6.50 1.0955
81.39 59.07 AGCO AGCO 1.1 38 60.43 –8.15 .16 1274.41 916.85 AutoZone AZO ... 16 1032.51 –35.52 ... 446.01 269.60 Boeing BA 3.0 dd 275.11 –55.27 2.055 96.53 82.82 CanNtlRlwy CNI 2.1 19 84.91 –8.70 .4369
17.88 14.65 AG Mortgage MITT 12.0 cc 14.97 –1.55 .45 49.26 39.85 AmericanAssets AAT 2.9 49 41.45 –4.05 .30
16.49 5.77 AmericanAxle AXL ... dd 6.33 –1.67 ... 96.96 49.38 Avalara AVLR ... dd 84.75 –2.96 ... 41.14 22.10 BoiseCascade BCC 1.1 17 35.48 –5.47 .10 32.79 22.58 CanNaturalRes CNQ 4.4 10 25.80 –4.29 .2834
4.08 2.49 AHBeloA AHC 12.8 4 2.50 –0.23 .08 229.40 191.42 Avalonbay AVB 3.2 36 200.59 –27.43 1.59 26.75 11.81 BonanzaCreekEner BCEI ... 2 16.29 –2.44 ... 275.13 199.33 CanPacRlwy CP 1.0 19 248.77 –16.87 .4841
3.59 1.66 AK Steel AKS ... 66 2.31 –0.51 ... 50.94 42.51 AmCampus ACC 4.3 72 43.44 –5.05 .47
24.30 12.27 AmerEagle AEO 4.3 8 12.88 –1.92 .1375 57.24 47.24 Avangrid AGR 3.5 22 49.69 –6.35 .44 48.11 25.13 BootBarn BOOT ... 18 30.67 –1.87 ... 9.82 4.52 Cango CANG ... 22 7.00 –0.53 ...
17.07 5.12 AMC Ent AMC 12.8 dd 6.26 –1.20 .20 48.76 27.32 AvanosMedical AVNS ... dd 32.41 +1.67 ... 82.00 52.19 BoozAllen BAH 1.5 23 71.30 –1.84 .31 44.87 22.08 Cannae CNNE ... 28 37.29 –4.76 ...
80.40 45.04 AMN Healthcare AMN ... 31 73.60 –0.55 ... 104.97 80.62 AEP AEP 3.1 23 89.26 –12.45 .70
58.77 49.88 AmerElecPwrUn AEP.PRB 5.8 ... 51.88 –5.58 .7656 19.59 13.33 Avantor AVTR ... dd 15.75 –2.09 ... 46.60 28.98 BorgWarner BWA 2.2 9 31.60 –2.38 .17 10.17 0.60 CannTrust CTST ... ... .64 –0.19 ...
11.19 6.97 AMTD Intl HKIB ... ... 8.50 +0.05 ... 22.35 9.72 Avaya AVYA ... dd 12.96 –1.28 ... 16.15 1.93 BorrDrilling BORR ... dd 2.40 –1.25 ... 30.12 23.98 Canon CAJ 5.0 18 25.15 +0.48 .7255
2.47 1.07 ARC Document ARC 2.9 21 1.38 +0.15 .01 34.16 20.16 AmEqtyLf AEL 1.2 9 25.28 –7.13 .30
138.13 106.68 AmerExpress AXP 1.6 14 109.93 –24.97 .43 141.09 99.00 AveryDennison AVY 2.0 32 114.49 –19.46 .58 444.65 258.34 BostonBeer SAM ... 40 370.79 –25.85 ... 52.74 13.81 CanopyGrowth CGC ... dd 18.78 –3.10 ...
5.70 3.56 ASETech ASX 2.3 18 4.60 –0.22 .1607 5.02 2.55 Avianca AVH 2.8 dd 3.67 –1.15 .0418 147.83 123.10 BostonProps BXP 3.0 39 128.94 –16.84 .98 93.87 59.94 CantelMedical CMD .3 63 63.10 –6.40 .105
72.66 49.63 ASGN ASGN ... 15 50.71 –10.10 ... 115.03 91.07 AmericanFin AFG 1.9 9 92.42 –17.92 .45
29.89 21.61 AmHomes4Rent AMH .8 91 25.89 –2.88 .05 52.43 39.75 Avista AVA 3.4 16 47.15 –4.04 .405 46.62 34.35 BostonSci BSX ... 11 37.39 –5.23 ... 107.59 78.45 CapitalOne COF 1.8 8 88.26 –12.89 .40
39.70 29.67 AT&T T 5.9 19 35.22 –3.33 .52 32.20 23.34 AxaltaCoating AXTA ... 24 24.92 –4.10 ... 21.19 12.46 Box BOX ... dd 16.75 +0.58 ... 5.64 2.53 CapitalSrLiving CSU ... dd 2.56 –0.45 ...
8.29 5.93 A10Networks ATEN ... dd 6.71 –0.56 ... 58.66 41.11 AIG AIG 3.0 11 42.16 –6.44 .32
16.75 3.90 AIG Wt AIG.WT ... ... 4.10 –3.80 ... 33.44 23.81 AxosFinancial AX ... 10 24.91 –3.16 ... 36.22 21.76 BoydGaming BYD 1.0 19 26.71 –7.20 .07 50.00 23.88 Capri CPRI ... 11 25.82 –1.84 ...
21.89 13.03 AVX AVX 2.1 18 21.74 +0.05 .115 44.55 23.51 Azul AZUL ... dd 29.50 –8.33 ... 59.11 44.13 Brady BRC 1.8 18 47.34 –3.24 .2175 9.25 7.00 CapsteadMtg CMO 6.6 dd 7.10 –1.11 .15
67.51 54.47 AXIS Capital AXS 2.9 17 56.12 –6.96 .41 17.89 10.53 AmRltyInv ARL ... 2 12.74 –1.71 ...
14.11 5.48 AmericanRenal ARA ... dd 8.05 –0.70 ... 16.60 10.10 AzurePowerGlbl AZRE ... dd 16.00 +0.02 ... 13.88 6.87 BraemarHtls BHR 8.7 dd 7.36 –0.99 .16 60.69 41.03 CardinalHealth CAH 3.7 dd 52.12 –7.60 .4811
50.36 35.81 AZZ AZZ 1.8 14 36.89 –6.77 .17 16.25 13.09 BrandywineRealty BDN 5.6 74 13.58 –2.29 .19 169.86 119.11 Carlisle CSL 1.4 18 145.29 –17.06 .50
78.65 38.20 Aaron's AAN .4 95 39.33 –4.00 .04 96.00 67.52 AmerStWater AWR 1.6 34 76.59 –13.57 .305
92.45 72.36 AbbottLabs ABT 1.9 37 77.03 –10.42 .36 258.62
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29.28
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4.8
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12.10
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103.18
58.68
58.19
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8
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33.46
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12.67 17 .20 141.37 100.61 AmerWaterWorks AWK 1.6 36 123.66 –14.11 .50 12.70 .475
30.63 Abercrombie&Fitch ANF 6.1 13.13 –3.27
cc
26.13 B&G Foods BGS 12.8 13 14.80 +1.09 23.29 13.81 BrighamMin MNRL 8.3 82 15.95 –0.98 .33 56.33 36.02 CarpenterTech CRS 2.2 10 36.75 –7.23 .20
29.55 22.31 AcadiaRealty AKR 5.1 38 22.84 –2.52 .29 40.42 28.34 AmericoldRealty COLD 2.6 30.67 –4.14 .20 6.53 3.40 BBX CapitalA BBX 1.4 14 3.48 –0.45 .0125 28.50 16.58 CarriageSvcs CSV 1.4 26 21.15 –0.75 .075
180.85 121.57 Ameriprise AMP 2.7 10 141.30 –34.13 .97 176.98 121.43 BrightHorizons BFAM ... 52 157.15 –17.27 ...
13.35 10.08 AccelEnt ACEL ... dd 12.17 –0.82 ... 49.58 43.36 BCE BCE 5.7 18 44.33 –4.50 .6267 12.70 8.03 BrightScholarEduc BEDU 1.1 28 8.12 –0.84 .088 25.02 7.83 Cars.com CARS ... dd 9.08 –2.94 ...
3.30 1.20 AccelEntWt ACEL.WT ... ... 2.48 –0.52 ... 97.50 70.55 AmerisourceBrgn ABC 2.0 27 84.32 –12.68 .42 6.86 4.01 BEST BEST ... dd 5.41 –0.07 ... 112.46 81.54 Carter's CRI 2.2 16 91.47 –19.26 .60
102.31 77.91 Ametek AME .8 23 86.00 –13.34 .18 14.87 8.40 BrightSphere BSIG 4.3 5 9.35 –1.60 .10
216.39 160.50 Accenture ACN 1.8 24 180.59 –31.30 .80 28.00 15.25 BG Staffing BGSF 7.8 10 15.42 –3.48 .30 20.27 13.46 BrightView BV ... 36 14.00 –1.86 ... 115.23 40.91 Carvana CVNA ... dd 82.91 –27.18 ...
33.64 9.92 AcornIntl ATV ... 3 12.86 –1.25 ... 37.00 5.61 AmiraNatureFds RYCE ... ... 5.81 –0.82 ... 42.57 12 8.00
14.79 2.27 AmnealPharm AMRX ... dd 3.85 –0.80 ...
59.02 BHP Group BHP 6.6 43.31 –7.10 1.30 47.57 32.74 BrinkerIntl EAT 4.4 9 34.35 –6.12 .38 15.85 CasperSleep CSPR ... dd 9.02 –1.37 ...
147.44 96.18 AcuityBrands AYI .5 13 102.86 –12.84 .13 51.87 35.71 BHP Group BBL 7.9 10 36.30 –6.72 1.30 97.12 71.52 Brink's BCO .8 cc 78.29 –5.80 .15 4.15 0.90 CastlightHealth CSLT ... dd .91 –0.34 ...
33.50 22.30 Acushnet GOLF 2.2 16 25.45 –4.38 .155 4.92 2.60 Ampco-Pitt AP ... dd 2.73 –0.21 ... 29.41 18.84 BJ'sWholesale BJ ... 13 19.26 –2.18 ... 68.78 39.09 Catalent CTLT ... 61 51.53 –7.45 ...
110.24 83.78 Amphenol APH 1.1 24 91.68 –10.07 .25 68.34 42.48 Bristol-Myers BMY 3.0 27 59.06 –6.57 .41
8.70 5.29 Adecoagro AGRO ... dd 6.54 –1.20 ... 17.08 12.17 BP Midstream BPMP 9.9 9 13.32 –0.87 .3475 3.79 1.94 Bristol-MyersRt BMY.RT ... ... 3.35 –0.25 ... 12.54 9.01 CatchMarkTimber CTT 5.9 dd 9.19 –1.92 .135
13.23 3.92 AmplifyEnergy AMPY 19.1 dd 4.18 –1.33 .20 29.71
29.28 12.15 Adient ADNT ... dd 23.93 –3.04 ... 45.38 BP BP 8.0 26 31.29 –4.07 .63 0.74 0.35 Bristol-MyersRt CELG.RT ... ... .61 –0.09 ... 150.55 111.75 Caterpillar CAT 3.3 12 124.24 –12.97 1.03
51.79 27.58 AdtalemGlbEduc ATGE ... 16 30.87 –3.63 ... 7.00 5.00 Amrep AXR ... dd 5.86 –0.19 ... 2
28.19 5.60 BP Prudhoe BPT 26.0 6.36 –1.00 .4242 45.64 33.73 BritishAmTob BTI 6.4 11 39.80 –3.83 .6721 19.73 11.85 Cato CATO 8.2 11 16.17 –0.93 .33
182.56 127.85 AdvanceAuto AAP .8 19 132.98 –7.63 .25 63.71 33.59 Anaplan PLAN ... dd 44.94 –14.93 ... 9.96 5.02 BRF BRFS ... dd 6.02 –0.90 ... 22.74 16.86 BrixmorProp BRX 6.3 20 18.21 –2.13 .285 64.86 41.84 CedarFairRec FUN 8.2 15 45.69 –7.07 .935
33.15 25.88 AdvDisposalSvcs ADSW ... dd 33.06 –0.01 ... 23.85 11.29 AngloGoldAsh AU .4 34 17.45 –4.68 .1102 18.75 12.40 BRT Apartments BRT 5.6 dd 15.60 –2.45 .22 cc 3.69 2.19 CedarRealty CDR 7.7 dd 2.59 –0.24 .05
12.81 10.13 BroadmarkRealty BRMK 9.9 11.30 –1.43 .08
51.60 24.19 AdvDrainageSys WMS .9 dd 41.86 –8.04 .09 102.70 55.40 AB InBev BUD 2.6 16 58.37 –13.23 1.1217 70.57 46.05 BWX Tech BWXT 1.2 22 54.84 –15.31 .19 ... 128.88 88.07 Celanese CE 2.6 14 93.74 –14.24 .62
1.84 0.16 BroadmarkRltyWt BRMK.WT ... .46 –0.04 ...
33.62 14.05 AdvanSix ASIX ... 10 14.53 –3.20 ... 99.39 52.94 AnixterIntl AXE ... 13 97.51 –0.70 ... 6.60 1.94 Babcock&Wilcox BW ... dd 4.15 –0.50 ... 136.99 97.37 BroadridgeFinl BR 2.1 29 104.36 –15.25 .54 9.45 5.95 Celestica CLS ... 12 6.32 –1.27 ...
5.43 3.31 Aegon AEG 8.6 7 3.38 –0.60 .1735 10.50 8.07 AnnalyCap NLY 11.9 dd 8.86 –1.48 .25 70.83 49.66 BadgerMeter BMI 1.1 37 60.21 –9.42 .17 8.80 5.97 BrookdaleSrLiving BKD ... dd 6.57 –1.42 ... 4.79 1.80 CellcomIsrael CEL ... dd 3.61 –0.49 ...
64.86 40.16 AerCap AER ... 6 52.08 –9.57 ... 14.50 3.91 AnteroMidstream AM 28.2 dd 4.36 –0.40 .3075 28.65 15.71 BakerHughes BKR 4.5 74 16.09 –4.44 .18 68.41 45.12 BrookfieldMgt BAM 1.2 23 59.96 –8.12 .12 10.67 8.00 CementosPacasm CPAC ... 19 8.69 –0.12 ...
57.27 30.11 AerojetRocket AJRD ... 29 49.28 –4.91 ... 9.41 1.22 AnteroResources AR ... dd 1.60 –0.16 ... 82.82 53.72 Ball BLL .9 42 70.46 –6.40 .15 46.88 31.21 BrookfieldBusPtr BBU .6 15 38.66 –7.33 .0625 5.10 2.82 Cemex CX 3.0 23 3.28 –0.51 .0499
115.75 71.08 AffiliatedMgrs AMG 1.7 cc 75.22 –13.56 .32 312.48 227.16 Anthem ANTM 1.5 14 257.09 –37.62 .95 19.12 13.10 BancCalifornia BANC 1.6 cc 15.33 –1.67 .06 56.31 39.51 BrookfieldInfr BIP 4.3 cc 50.54 –4.91 .5375 10.82 6.99 CenovusEnergy CVE 2.6 6 7.37 –1.67 .047
90.64 65.35 AgilentTechs A .9 32 77.07 –8.00 .18 4.32 3.05 AnworthMtg ANH 13.1 dd 3.27 –0.51 .09 12.58 3.04 BancoBBVA BBAR 6.5 1 4.03 –0.55 .261 57.69 29.85 BrookfieldRenew BEP 4.4 dd 49.86 –6.49 .5425 68.64 41.62 Centene CNC ... 17 53.02 –12.47 ...
64.88 39.66 AgnicoEagle AEM 1.7 24 47.53 –4.42 .20 238.19 156.09 Aon AON .8 33 208.00 –23.51 .44 6.44 4.62 BancoBilbaoViz BBVA 4.8 6 4.76 –0.76 .1728 48.69 28.61 Brown&Brown BRO .8 31 43.01 –5.35 .085 31.17 22.48 CenterPointEner CNP 5.0 17 23.02 –2.25 .29
80.51 62.58 AgreeRealty ADC 3.3 37 71.82 –7.80 .585 38.12 18.33 Apache APA 4.0 dd 24.92 –3.48 .25 9.48 5.57 BancoBradesco BBDO 2.9 8 5.78 –0.82 .0034 68.15 47.39 Brown-Forman A BF.A 1.2 33 58.69 –7.69 .1743 11.69 7.14 CentraisElBras EBR ... 2 7.73 –0.81 ...
49.96 31.98 AirLease AL 1.6 8 38.36 –4.97 .15 55.68 46.31 ApartmtInv AIV 3.4 15 47.84 –7.65 .41 31.87 17.59 BancodeChile BCH ... 11 18.07 –1.22 ... 72.85 47.21 Brown-Forman B BF.B 1.1 35 61.41 –8.73 .1743 30.82 23.43 CentralPacFin CPF 3.8 12 23.92 –3.99 .23
257.01 178.00 AirProducts APD 2.4 26 219.61 –35.36 1.34 43.40 17.71 Apergy APY ... 27 18.60 –6.17 ... 22.95 17.58 Bladex BLX 8.6 8 17.88 –1.69 .385 66.32 41.02 Brunswick BC 1.8 dd 53.20 –10.51 .24 10.92 2.52 CentralPuerto CEPU 3.0 3 3.24 –0.21 .0988
32.47 18.63 Aircastle AYR 4.0 15 31.85 –0.36 .32 10.68 3.31 Aphria APHA ... dd 3.66 –0.48 ... 77.31 21.41 BancoMacro BMA 7.5 3 28.98 –5.26 2.202 28.52 14.81 Buckle BKE 5.3 11 22.63 –2.12 1.25 39.31 21.95 CenturyComm CCS ... 9 33.33 –4.97 ...
19.76 15.79 ApolloComRlEst ARI 9.9 12 16.20 –2.07 .40 8.31 .0645
132.96 92.44 AlamoGroup ALG .5 21 110.77 –18.34 .13 12.85 BancSanBrasil BSBR 7.6 17 8.71 –0.58 17.85 11.15 Buenaventura BVN .7 dd 11.15 –1.32 .027 15.30 9.64 CenturyLink CTL 8.3 dd 12.07 –1.15 .25
7.78 4.17 AlamosGold AGI ... 24 5.83 –1.14 ... 52.67 27.69 ApolloGlbMgmt APO 5.6 11 41.66 –4.03 .89 32.04 17.23 BcoSantChile BSAC 4.6 10 18.07 –1.16 1.1069 6.50 2.31 Build-A-Bear BBW ... dd 3.81 –0.96 ... 79.11 41.81 CeridianHCM CDAY ... cc 70.73 –4.22 ...
72.22 49.45 AlaskaAir ALK 3.0 8 50.46 –14.97 .375 16.88 12.82 AppleHospREIT APLE 9.2 17 13.07 –2.02 .10 8.74 6.05 BcoSantMex BSMX 4.9 8 6.45 –1.15 .1855 59.65 45.65 Bunge BG 4.3 dd 46.95 –6.28 .50 13.50 8.01 ChannelAdvisor ECOM ... 83 9.52 –0.47 ...
92.05 63.34 AlbanyIntl AIN 1.2 16 64.07 –10.22 .19 70.62 49.45 AppliedIndlTechs AIT 2.2 17 58.99 –8.10 .32 5.25 3.55 BancoSantander SAN 6.9 9 3.66 –0.38 .109 250.89 136.30 BurlingtonStrs BURL ... 33 216.26 –25.05 ... 8.18 0.43 ChaparralEnergy CHAP ... dd .54 –0.25 ...
99.40 58.63 Albemarle ALB 1.8 16 81.85 –10.58 .3675 126.20 99.21 Aptargroup ATR 1.4 28 101.07 –10.91 .36 56.10 44.66 BanColombia CIB 2.6 11 47.48 –2.73 .318 20.73 16.60 BylineBancorp BY .7 12 17.50 –1.96 .03 7.98 1.77 CharahSolutions CHRA ... dd 2.21 +0.12 ...
30.20 12.83 Alcoa AA ... dd 13.87 –2.23 ... 99.04 63.36 Aptiv APTV 1.1 20 78.11 –11.96 .22 32.97 23.87 BancorpSouth BXS 3.0 11 24.47 –4.14 .185 179.38 123.17 CharlesRiverLabs CRL ... 31 155.57 –18.07 ...
64.45 dd 27.78 16.08 AquaVenture WAAS ... dd 27.04 +0.01 ... 13.76
C
53.78 Alcon ALC ... 61.30 –2.14 ... 35.72 26.21 BankofAmerica BAC 2.5 10 28.50 –5.86 .18 20.66 ChathamLodging CLDT 9.5 36 13.94 –3.03 .11
25.69 18.45 Alexander&Baldwin ALEX 4.0 dd 18.80 –3.67 .19 47.22 25.49 Aramark ARMK 1.3 26 34.74 –7.72 .11 40.65 26.08 BankofButterfield NTB 6.4 8 27.68 –5.92 .44 8.00 2.85 CheetahMobile CMCM .0 3 2.91 –0.08 .50
394.70 300.00 Alexanders ALX 5.8 26 311.00 –3.10 4.50 15.77 11.50 ArborRealty ABR 9.6 10 12.14 –2.66 .30 95.68 73.41 BankofHawaii BOH 3.6 13 74.42 –15.05 .67 48.22 28.29 Chegg CHGG ... dd 39.21 –0.82 ...
175.74 134.26 AlexandriaRlEst ARE 2.7 49 151.88 –16.10 1.03 24.20 12.53 ArcelorMittal MT 1.2 7 14.30 –1.93 .20 79.93 66.42 BankofMontreal BMO 4.7 10 67.88 –8.59 .7976 288.59 176.31 CACI Intl CACI ... 23 245.02 –28.06 ... 513.75 313.49 Chemed CHE .3 31 417.62 –67.94 .32
16.85 11.01 AlgonquinPwr AQN 3.8 19 14.92 –1.86 .141 101.92 45.01 ArchCoal ARCH 4.0 4 50.35 –1.09 .50 54.27 38.54 BankNY Mellon BK 3.1 9 39.90 –5.14 .31 29.57 17.87 CAI Intl CAI ... 14 24.74 –3.69 ... 41.60 11.71 Chemours CC 6.7 dd 14.86 –4.58 .25
231.14 147.95 Alibaba BABA ... 25 208.00 –4.59 ... 47.20 35.78 ArcherDaniels ADM 3.8 15 37.65 –6.25 .36 58.22 50.36 BkNovaScotia BNS 5.3 10 52.35 –3.81 .6772 25.92 15.49 CBD Pao CBD ... 41 16.25 –1.97 ... 18.95 11.81 CherryHillMtg CHMI 11.2 dd 14.26 –1.84 .40
847.95 600.23 Alleghany Y .0 11 672.25 –115.90 15.00 11.43 6.64 Archrock AROC 8.2 10 7.05 –1.19 .145 37.60 29.16 BankUnited BKU 3.1 9 29.70 –3.16 .23 28.73 19.02 CBIZ CBZ ... 21 26.04 –1.77 ... 3.57 0.20 ChesapeakeEner CHK ... dd .28 –0.17 ...
29.39 16.65 AlleghenyTechs ATI ... 9 17.09 –3.32 ... 34.27 18.03 Arconic ARNC .3 28 29.35 –4.12 .02 10.22 6.54 Barclays BCS 5.8 ... 7.70 –1.57 .148 2.13 0.46 CBL Assoc CBL .0 dd .53 ... .075 1.72 0.47 ChesapeakeGranite CHKR 22.8 3 .60 –0.06 .0371
139.24 87.10 Allegion ALLE 1.1 27 114.99 –13.59 .32 8.45 5.92 ArcosDorados ARCO .9 24 6.44 –0.95 .03 10.59 9.30 BaringsBDC BBDC 6.4 91 9.44 –0.86 .15 64.75 45.16 CBRE Group CBRE ... 15 56.14 –6.59 ... 101.29 81.30 ChesapeakeUtil CPK 1.9 24 85.50 –12.73 .405
202.22 114.27 Allergan AGN 1.6 dd 190.67 –9.48 .74 47.85 28.34 Arcosa ACA .5 19 42.96 –1.43 .05 7.24 2.82 Barnes&NobleEduc BNED ... dd 3.31 –0.37 ... 55.15 35.18 CF Industries CF 3.3 17 36.86 –2.49 .30 127.34 90.11 Chevron CVX 5.5 63 93.34 –15.67 1.29
88.60 67.99 Allete ALE 3.6 19 68.99 –10.82 .6175 18.44 6.30 ArcusBiosci RCUS ... dd 15.22 –2.10 ... 68.60 42.39 BarnesGroup B 1.2 17 53.70 –12.58 .16 87.13 65.32 CGI GIB ... 21 70.41 –5.24 ... 41.34 21.68 Chewy CHWY ... dd 29.60 –0.80 ...
182.95 84.32 AllianceData ADS 2.9 dd 85.88 –16.28 .63 21.54 12.69 Ardagh ARD 3.2 dd 17.53 –2.84 .14 22.57 11.65 BarrickGold GOLD 1.5 8 19.04 –2.40 .07 54.02 38.35 CIT Group CIT 3.5 8 39.71 –7.29 .35 6.11 2.33 Chico'sFas CHS 8.7 dd 4.01 –0.11 .09
36.06 26.29 AllianceBernstein AB 8.3 12 30.41 –3.69 .85 9.79 4.91 ArdmoreShipping ASC 3.6 dd 5.50 –0.17 .05 31.97 18.72 BauschHealth BHC ... dd 22.13 –4.37 ... 10.28 10.15 CITICCapAcqn CCAC.UT ... ... 10.18 –0.04 ... 22.99 18.10 ChimeraInvt CIM 10.2 11 19.65 –2.87 .50
50.46 39.72 AllisonTransm ALSN 1.5 8 40.60 –3.95 .17 17.72 14.52 AresCommRealEst ACRE 8.7 12 15.26 –2.42 .33 95.00 72.42 BaxterIntl BAX 1.1 28 83.47 –9.20 .22 69.17 53.55 CMS Energy CMS 2.7 25 60.42 –8.03 .4075 11.99 3.89 ChinaDistanceEd DL ... 12 7.50 –1.29 ...
125.92 92.24 Allstate ALL 2.1 7 105.25 –18.37 .54 41.88 22.17 AresMgmt ARES 4.6 40 34.59 –5.36 .40 2.32 0.82 BaytexEnergy BTE ... dd 1.00 –0.12 ... 51.30 40.67 CNA Fin CNA 3.6 11 41.58 –5.71 2.00 42.50 20.95 ChinaEastrnAir CEA ... 18 21.42 –2.32 ...
35.42 24.42 AllyFinancial ALLY 3.0 6 25.07 –3.40 .19 51.95 32.43 Argan AGX 2.4 dd 41.73 –4.27 .25 17.23 8.89 BeazerHomes BZH ... dd 12.26 –3.29 ... 11.99 8.53 CNH Indl CNHI 2.2 8 9.30 –0.20 .2017 8.16 2.21 ChinaGreenAg CGA ... dd 2.23 –0.59 ...
19.84 17.52 AlpineIncmProp PINE 4.3 ... 18.40 –1.20 .20 78.57 55.46 ArgoGroup ARGO 2.2 dd 56.26 –6.39 .31 286.72 221.47 BectonDicknsn BDX 1.3 87 237.82 –19.53 .79 20.93 14.01 CNO Financial CNO 2.7 6 16.02 –3.25 .11 14.70 11.08 ChinaLifeIns LFC .7 9 11.84 –0.50 .1187
10.80 8.76 AltaEquipment ALTG ... ... 8.81 –1.54 ... 331.27 173.31 AristaNetworks ANET ... 18 193.12 –30.34 ... 63.53 38.29 Belden BDC .5 dd 39.93 –8.10 .05 193.66 134.89 CNOOC CEO 6.0 7 138.33 –17.37 3.7654 55.84 37.44 ChinaMobile CHL 4.2 10 39.82 –2.68 .8765
1.84 0.39 AltaEquipWt ALTG.WT ... ... 1.22 –0.57 ... 8.48 4.79 ArlingtonAsset AI 15.9 16 5.66 –0.99 .225 24.03 15.15 BellRingBrands BRBR ... 7 19.65 –2.59 ... 16.94 10.77 CNX Midstream CNXM 13.4 5 11.71 –1.64 .4143 37.19 3.68 ChinaOnlineEduc COE ... dd 24.99 +1.82 ...
160.11 64.52 Alteryx AYX ... cc 139.62 +1.85 ... 5.13 2.66 ArloTech ARLO ... dd 3.28 –0.13 ... 37.36 21.94 BenchmarkElec BHE 2.2 47 27.18 –0.35 .15 11.28 4.75 CNX Resources CNX ... dd 5.31 –1.35 ... 86.64 50.23 ChinaPetrol SNP 9.7 8 51.54 –2.36 1.708
31.78 20.84 AlticeUSA ATUS ... cc 25.86 –3.26 ... 19.43 15.02 ArmadaHoffler AHH 5.3 41 16.76 –2.08 .22 79.92 54.81 Berkley WRB .7 19 67.14 –11.51 .11 18.60 6.90 CONSOL Coal CCR 28.1 5 7.29 –0.33 .5125 18.00 1.41 ChinaRapidFin XRF ... ... 1.67 –0.33 ...
57.88 38.57 Altria MO 8.3 dd 40.37 –5.52 .84 21.15 16.00 ArmourRes ARR 11.3 dd 18.08 –2.50 .17 347400 294510 BerkHathwy A BRK.A ... 6 309096 –34353 ... 38.74 4.94 CONSOL Energy CEIX ... 2 5.69 –0.19 ... 52.34 25.69 ChinaSoAirlines ZNH 1.2 cc 26.78 –2.56 .3646
The Week’s Statistics Monthly Tables: M24

Barron's 50-Stock Average ............. 31 Dividend Ex-Payment Dates ........... 35 Gold Mining Index ......................... 34 N.Y. Stock Exchange ...................... 12 Stock Splits - Special Dividends ...... 32
Cash Track ..................................... 23 DJ Averages ................................... 30 Indexes P/Es & Yields ...................... 31 Nasdaq National Market................ 16 Stock Volume ................................ 31
Charting the Market ...................... 8 DJ U.S. Total Market Industry Groups 32 Initial Public Offerings.................... 32 New Corporate Listings ................. 35 Top Savings Deposit Yields............. 29
Closed-End Funds.......................... 28 Dow Jones Averages ...................... 30 Investor Sentiment Readings ......... 34 New Highs & Lows ......................... 33 Trading Diary ................................. 30
Coming Earnings ........................... 32 Dow Jones Per Share Values ........... 31 Key Foreign Market Indexes ........... 22 NYSE Half-Hourly Volume .............. 32 Vital Signs...................................... 2
Week In Stocks............................... 31
Conference Call Calendar............... 33 Exchange Traded Portfolios ........... 19 Market Lab .................................... 30 Other Market Indexes .................... 30
Weekly Bond Statistics................... 34
Dates To Watch ............................. 26 Federal Reserve Data Bank ............. 34 Money Rates, U.S. & Foreign .......... 34 Pulse of the Economy..................... 32
Winners & Losers Stocks ................ 9
Delta Tactical Sentiment ................ 31 Foreign Exchange .......................... 34 Money Supply ............................... 34 SEC Form 144 Filings ...................... 31
Distributions & Offerings ............... 31 Global Stock Markets..................... 22 Mutual Fund Indicators ................. 24 Short Interest NASDAQ.................. 25 For statistical queries please contact the
Statistics Team: 609-520-4799
Dividend Boosts - Reductions......... 35 Gold & Silver Prices......................... 34 Mutual Funds ................................ 23 Short Interest NYSE/NYSE Amer ..... 25 or email: barronsstats@barrons.com

High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. FIVE-DAY DOW COMPOSITE
57.09 36.92 ChinaTelecom CHA 3.8 10 37.87 –2.88 1.5988 9.74 4.02 Enerplus ERF 2.1 dd 4.34 –0.70 .0075
13.66
19.95
7.81
12.01
ChinaUnicom
ChinaYuchai
CHU
CYD
...
6.8
15
6
8.02
12.42
–0.55
–0.28
...
.85 D 78.97
13.10
53.56
3.45
EnerSys
EnLinkMid
ENS
ENLC
1.1
27.1
17
dd
61.58
3.81
–13.33
–0.60
.175
.1875 Deep Down: Despite an upturn late Friday after Fed Chairman Powell’s
940.28 604.64 Chipotle CMG ... 63 773.58 –146.56 ... 22.21 18.29 Ennis EBF 4.5 14 20.10 –1.28 .225
109.26 76.20 ChoiceHotels CHH 1.0 23 91.28 –16.09 .225 34.15 14.46 DCP Midstream DCP 20.0 dd 15.59 –3.56 .78 31.95 18.73 EnovaIntl ENVA ... 19 19.22 –2.75 ... pep talk, the Dow sank 12.4% in a week of viral panic. 3M was least
167.74 131.63 Chubb CB 2.1 15 145.03 –18.72 .75 4.44 2.21 DHI Group DHX ... 9 2.28 –0.57 ... 75.73 51.14 EnPro NPO 1.9 29 53.95 –6.57 .26
37.57 33.61 ChunghwaTel CHT 3.1 cc 35.16 –0.79 1.4246 8.83 4.25 DHT DHT 8.5 12 5.55 +0.04 .32 7.12 2.94 Entercom ETM 2.3 dd 3.47 –0.87 .02 worst, with a 5% loss, while American Express plunged 19%.
80.99 64.96 Church&Dwight CHD 1.4 28 69.52 –7.09 .24 7.79 1.64 DRDGOLD DRD 3.7 38 6.10 –1.29 .1684 135.55 91.60 Entergy ETR 3.2 19 116.91 –13.05 .93
11.90 10.13 ChurchillCapII CCX.UT ... ... 11.70 –0.15 ... 52.47 45.02 DTEEnergy DTP 6.9 ... 45.02 –6.84 .7813 30.87 21.95 EnterpriseProd EPD 7.6 11 23.34 –2.61 .445 Monday Tuesday Wednesday Thursday Friday
11.08 9.81 ChurchillCapIIA CCX ... ... 10.66 –0.17 ... 135.67 110.20 DTE Energy DTE 3.6 18 111.67 –23.29 1.0125 4.10 1.90 Entravision EVC 10.0 dd 2.01 –0.10 .05
67.62 22.89 DXC Tech DXC 3.5 dd 24.11 –5.14 .21 29000
2.50 1.20 ChurchillCapCorp.IIWt CCX.WT ... ... 2.10 –0.33 ... 87.75 51.00 Envestnet ENV ... dd 75.48 –3.51 ...
10.59 10.40 ChurchillCapIII CCXX.UT ... ... 10.45 –0.07 ... 20.96 11.57 Dana DAN 2.8 9 14.38 –2.94 .10 33.30 24.61 Envista NVST ... 17 25.38 –2.14 ... (Prev Fri's
46.78 32.76 Ciena CIEN ... 24 38.45 –5.44 ... 169.19 123.50 Danaher DHR .5 42 144.58 –17.30 .18 39.30 28.71 EnvivaPartners EVA 7.0 dd 37.87 –0.66 .675 Close)
224.64 141.95 Cigna CI .0 14 182.94 –34.25 .04 15.40 4.72 Danaos DAC ... 1 5.04 –1.39 ... 4.46 2.01 EnzoBiochem ENZ ... cc 2.13 –0.12 ...
75.49 29.18 CimarexEnergy XEC 2.7 dd 33.05 –9.44 .22 81.46 30.17 DaqoNewEnergy DQ ... 43 65.57 –10.64 ... 164.77 107.58 Equifax EFX 1.1 dd 142.04 –17.49 .39 27850
14.01 3.19 CincinnatiBell CBB ... dd 13.05 +0.43 ... 128.41 94.23 Darden DRI 3.6 19 97.50 –23.60 .88 23.97 14.78 Equinor EQNR 5.4 28 15.55 –1.59 .26
43.51 23.70 Cinemark CNK 5.5 16 25.96 –3.18 .36 29.57 18.20 DarlingIngred DAR ... 14 25.70 –2.66 ... 27.30 19.28 Equitable EQH 2.8 dd 21.40 –5.30 .15
25.48 14.22 CinerRscs CINR 9.6 6 14.22 –2.48 .34 90.15 43.40 DaVita DVA ... 14 77.62 –6.47 ... 22.29 6.78 EquitransMdstm ETRN 25.5 dd 7.06 –2.59 .45
47.80 28.59 CircorIntl CIR ... dd 35.98 –7.88 ... 203.19 130.19 DeckersOutdoor DECK ... 17 173.80 –20.76 ... 34.95 30.60 EquityCommnwlth EQC .0 8 31.46 –1.56 3.50
83.11 60.05 Citigroup C 3.2 8 63.46 –12.98 .51 181.99 132.68 Deere DE 1.9 15 156.48 –20.95 .76 77.55 53.70 EquityLife ELS 2.0 44 68.33 –8.69 .3425 26700
41.29 30.91 CitizensFin CFG 4.5 8 31.69 –5.92 .39 34.12 19.10 DelekLogistics DKL 16.0 8 21.49 –8.36 .885 89.55 72.64 EquityResdntl EQR 3.0 29 75.10 –11.91 .5675
7.72 5.63 Citizens CIA ... ... 5.84 –0.48 ... 44.08 19.66 DelekUS DK 5.5 5 21.38 –6.89 .31 1.98 1.50 EquusTotReturn EQS ... 11 1.78 –0.07 ...
dd 70.55 39.20 DellTechC DELL ... 7 40.46 –11.26 ... 12.43 6.95 EraGroup ERA ... dd 9.80 –1.55 ...
14.50 10.72 CityOfficeREIT CIO 8.1 11.60 –2.34 .235 77
26.82 9.52 DelphiTechs DLPH ... 14.12 –0.88 ... 10.69 1.14 ErosIntl EROS ... dd 2.31 –0.32 ... 25550
2.64 0.75 Civeo CVEO ... dd 1.17 –0.27 ... 63.44 45.03 DeltaAir DAL 3.5 6 46.13 –11.74 .4025 55.84 42.08 EssentGroup ESNT 1.5 8 43.64 –4.45 .16
23.66 10.75 ClarivateAnaly CCC ... dd 20.34 –2.58 ... 54.15 32.59 Deluxe DLX 3.6 dd 33.30 –5.81 .30
88.40 62.54 CleanHarbors CLH ... 40 69.52 –17.95 ... 29.34 15.74 EssentialProp EPRT 4.0 42 22.91 –3.67 .23
2.68 0.65 DenburyRscs DNR ... 2 .75 –0.18 ... 54.52 34.79 EssentialUtil WTRG 2.2 43 43.01 –10.05 .2343
5.76 1.92 ClearChannelOutdr CCO ... dd 2.07 –0.52 ... 30.73 12.44 DesignerBrands DBI 7.4 17 13.51 –2.22 .25 -1031.61 -879.44 -123.77 -1190.95 -357.28
31.49 13.87 ClearwaterPaper CLW ... dd 27.27 –1.84 ... 70.71 50.00 EssentialUtilUn WTRU 5.4 ... 56.94 –12.18 .75
22.67 13.71 ClearwayEnergyA CWEN.A 4.0 dd 20.29 –2.06 .21
18.75 9.52 Despegar.com DESP ... dd 11.99 –3.11 ... 334.17 271.58 EssexProp ESS 2.8 43 283.36 –45.67 2.0775 24400
11.16 6.44 DeutscheBank DB ... dd 8.72 –1.52 ... 220.42 152.99 EsteeLauder EL 1.0 36 183.60 –25.67 .48 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
23.24 14.19 ClearwayEnergyC CWEN 3.8 dd 21.04 –1.83 .21 14.79
11.61 5.38 Cleveland-Cliffs CLF 4.1 6 5.81 –1.28 .06
35.39 DevonEnergy DVN 2.7 dd 16.24 –4.73 .11 23.11 13.00 EthanAllen ETH 6.4 14 13.20 –1.41 .21
176.22 138.91 Diageo DEO 2.5 22 141.91 –19.49 2.1206 13.21 7.21 Euronav EURN 1.3 dd 9.33 –0.21 .06
13.87 8.50 ClipperRealty CLPR 3.4 dd 11.27 +0.21 .095 2.31
174.17 144.12 Clorox CLX 2.7 25 159.42 –5.22 1.06
12.64 DiamondOffshore DO ... dd 3.05 –0.41 ... 32.82 12.86 Eventbrite EB ... dd 14.61 –6.37 ...
17.50 8.85 DiamondSShip DSSI ... ... 10.30 +0.14 ... 98.90 64.44 EvercoreA EVR 3.5 10 66.62 –12.52 .58
15.43 4.89 Cloudera CLDR ... dd 8.90 –1.95 ... 11.79 8.86 DiamndrckHspty DRH 5.5 ... 9.12 –1.44 .125 294.31 210.13 EverestRe RE 2.5 10 247.88 –41.97 1.55 52-Week Tick Div 52-Week Tick Div
22.69 14.50 Cloudflare NET ... dd 21.30 +0.28 ... 4.15 1.94 DianaShipping DSX ... dd 2.19 –0.46 ... 25 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
76.57 54.60 Evergy EVRG 3.1 65.35 –7.56 .505
7.00 3.93 CN Finance CNF ... 3 4.33 –0.13 ... 49.80 31.27 Dick's DKS 3.0 10 36.41 –5.95 .275 32
14.88 7.49 Everi EVRI ... 10.40 –3.88 ... FRO 4.9 25 8.19 +0.06 .40
60.13 44.61 Coca-Cola KO 3.1 26 53.49 –6.64 .41 14.66 6.56 DieboldNixdorf DBD ... dd 7.02 –1.40 ... 99.42 68.38 EversourceEner ES 2.6 31 86.46 –9.50 .5675
13.33 6.17 Frontline 41.89 21.30 Greenbrier GBX 4.5 13 24.23 –3.44 .27
58.94 47.05 Coca-Cola Euro CCEP 2.7 20 50.96 –5.71 .6876 52.40 38.41 FullerHB FUL 1.6 16 39.23 –8.24 .16 24.59 12.25 Greenhill GHL 1.4 29 14.62 –1.80 .05
138.46 110.84 DigitalRealty DLR 3.6 51 120.11 –18.02 1.12 37.38 26.56 Evertec EVTC .7 21 29.68 –3.63 .05 18.86 9.87 FutureFuel FF 2.4 25 10.17 –1.64 .06 15.99 9.38 GreenTree GHG ... 19 11.51 –0.40 ...
69.00 54.14 Coca-Cola Femsa KOF 3.3 14 55.53 –8.56 .9282 86.71 47.95 Dillard's DDS 1.1 13 56.29 –5.95 .15 14.79 5.50 EvolentHealth EVH ... dd 9.24 –2.53 ...
8.29 2.78 CoeurMining CDE ... dd 4.16 –1.36 ... 50.37 29.85 Greif A GEF 5.0 12 35.34 –6.70 .44
104.47 68.02 DineBrands DIN 3.4 14 81.85 –15.36 .76 25.23 11.54 EvoquaWater AQUA ... 42 20.97 –3.71 ...
78.23
39.30
40.35
24.35
Cohen&Steers
Colfax
CNS
CFX
2.5
...
22
dd
62.65
33.47
–14.31
–5.43
.39
...
92.98
153.41
63.24
107.32
DiscoverFinSvcs
Disney
DFS
DIS
2.7
1.5 19
7 65.58
117.65
–9.74
–21.32
.44
.88
12.51 10.44 ExantasCap XAN 8.3 12 11.46 –1.00 .275 G 56.50
25.50
37.18
14.11
Greif B
Griffon
GEF.B
GFF
6.5
1.7 19
9 40.01
17.40
–7.99
–3.53
.66
.075
6.24 1.83 Express EXPR ... dd 3.70 –0.76 ... 110.11 59.77 Group1Auto GPI 1.4 9 85.23 –20.92 .30
166.81 112.28 ColfaxUn CFXA 4.0 ... 144.62 –19.73 1.4375 10.45 10.25 dMY Tech DMYT.UT ... ... 10.26 –0.08 ...
77.41 64.75 ColgatePalm CL 2.5 25 67.57 –8.70 .43
18.59 4.56 Exterran EXTN ... dd 5.10 –1.17 ... 7.40 3.30 GAIN Capital GCAP 4.1 dd 5.90 +2.41 .06 83.11 32.11 GrubHub GRUB ... dd 48.11 –7.83 ...
73.20 56.09 DolbyLab DLB 1.3 33 65.70 –6.84 .22 124.46 94.57 ExtraSpaceSt EXR 3.6 31 100.36 –8.84 .90 22.81 14.81 GAMCO Investors GBL .5 5 15.56 –1.93 .02
11.95 10.10 CollierCreek CCH.UT ... cc 11.75 ... ... 135.31 85.02 GpoAeroportuar PAC 3.6 22 108.38 –20.25 2.1253
167.04 108.74 DollarGeneral DG .9 24 150.30 –16.58 .32 83.49 48.01 ExxonMobil XOM 6.8 15 51.44 –7.69 .87 86.01 69.49 GATX GATX 2.7 12 71.53 –8.49 .48 210.38 137.06 GpoAeroportSur ASR 2.8 17 167.00 –31.08 5.2097
11.10 9.75 CollierCreek CCH ... 71 10.68 –0.07 ... 90.89 72.61 DominionEner D 4.8 46 78.18 –11.20 .94 30.63 16.51 GCPAppliedTechs GCP ... 36 19.47 –2.39 ...
2.10 1.05 CollierCreekWt CCH.WT ... ... 1.88 –0.12 ... 113.82 8.92 6.78 GpoAvalAcc AVAL 4.4 12 8.13 –0.57 .0295
6.14 3.53 ColonyCapital CLNY 11.1 dd 3.96 –0.98 .11 381.86
99.69
220.90
DominionEnerUn
Domino's
DCUE
DPZ
7.2
.9
...
36
100.15
339.46
–12.61
–32.50
1.8125
.78 F 24.03
32.42
13.28
14.71
GEO Group
GMS
GEO
GMS
13.1
...
10
13
14.64
22.85
–2.70
–5.21
.48
...
9.13
12.61
2.25
7.42
GpoSupervielle
GrupoTelevisa
SUPV
TV
2.7
.8 39
3 2.68
9.40
–0.40
–1.99
.0731
.0886
17.21 11.18 ColonyCredRlEst CLNC 9.4 dd 12.73 –1.19 .10 51.65 27.33 Domtar UFS 6.3 22 28.77 –4.65 .455 3.42 1.32 GNC Holdings GNC ... 4 1.68 –0.52 ...
23.13 17.98 ColumbiaProperty CXP 4.5 dd 18.86 –3.41 .21 58.32 43.84 Donaldson DCI 1.9 23 45.08 –6.54 .21 40.33 30.33 FB Financial FBK 1.1 12 32.57 –3.64 .09 22.31 12.51 GuangshenRail GSH 2.9 72 12.61 –0.89 .4348
23.30 9.76 GOL Linhas GOL ... dd 11.33 –4.07 ... 23.58 13.34 Guess GES 2.8 30 16.20 –5.14 .1125
88.35 50.89 Comerica CMA 5.2 7 52.64 –9.84 .68 16.20 8.14 DonnelleyFin DFIN ... 8 8.70 –0.91 ... 70.39 46.08 FBL Financial FFG 4.0 9 47.76 –9.35 1.50 16.98 10.87 GP Strategies GPX ... 31 11.12 –2.23 ...
58.21 36.27 ComfortSystems FIX .9 14 42.22 –6.63 .105 16.68 5.26 DorianLPG LPG ... 9 11.12 –1.05 ... 12.46 6.31 FGL Holdings FG .3 5 11.44 –0.50 .01 124.16 84.19 Guidewire GWRE ... ... 109.61 –9.89 ...
46.40
8.53 GSXTechedu GSX ... cc 40.55 –2.17 ...

24.04 13.27 CommercialMetals CMC 2.6 8 18.26 –2.52 .12 56.89 35.06 DouglasDynamics PLOW 2.5 20 43.53 –8.78 .28 2.97 0.85 FGL Wt FG.WT ... ... 2.80 –0.07 ...
H
43.35 4.67 GTT Comm GTT ... dd 15.14 +0.24 ...
72.63 56.58 CommBkSys CBU 2.7 19 60.81 –7.58 .41 45.59 37.03 DouglasEmmett DEI 2.9 18 38.18 –6.34 .28 108.77 70.62 FMC FMC 1.9 25 93.10 –13.48 .44 10.10 9.63 GalileoAcqn GLEO ... ... 9.97 +0.02 ...
7.47 1.79 CommunityHlthSys CYH ... dd 4.93 –2.25 ... 120.26 87.07 Dover DOV 1.9 22 102.74 –16.70 .49 12.93 9.96 FNB FNB 4.8 9 10.09 –1.73 .12 10.48 10.03 GalileoAcquisition GLEO.UT ... ... 10.30 –0.06 ...
52.33 32.60 CommunityHlthcr CHCT 3.5 cc 47.63 –4.07 .4175 2.20 1.57 DoverMotorsports DVD 6.1 11 1.65 –0.13 .10 6.52 5.20 FS KKR Cap FSK 14.3 2 5.30 –0.94 .19 0.83 0.40 GalileoAcqnWt GLEO.WT ... ... .44 –0.05 ... 151.97 110.31 HCA Healthcare HCA 1.4 13 127.01 –20.99 .43
15.40 9.26 SABESP SBS ... 12 13.03 –1.81 ... 60.52 38.05 Dow DOW 6.9 dd 40.41 –7.89 .70 130.01 72.05 FTI Consulting FCN ... 20 112.59 –11.10 ... 109.46 76.65 Gallagher AJG 1.8 28 97.49 –10.34 .45 48.24 36.72 HCI Group HCI 3.8 28 42.52 –3.48 .40
5.00 3.03 EngGr-Cmg C CIG.C 4.7 5 3.15 –0.51 .0574 46.19 34.67 DrReddy'sLab RDY .7 29 40.16 –4.64 .2822 12.37 0.48 FTS Intl FTSI ... dd .93 –0.35 ... 12.10 3.15 GameStop GME .0 dd 3.60 –0.44 .38 4.33 1.90 HC2 Holdings HCHC ... dd 3.82 –0.42 ...
4.11 2.85 EngGr-Cmg CIG 4.9 4 3.03 –0.31 .0574 56.71 33.08 Dril-Quip DRQ ... cc 35.62 –4.16 ... 71.22 42.33 Fabrinet FN ... 17 55.12 –6.17 ... 13.55 3.75 Gannett GCI 36.2 dd 4.20 –1.73 .38 65.89 49.78 HDFC Bank HDB .6 ... 54.85 –2.67 .1053
18.15 8.67 COPEL ELP 3.7 9 15.86 –1.64 .4881 5.62 2.61 DriveShack DS ... dd 2.86 –0.56 ... 310.25 228.43 FactSet FDS 1.1 28 265.99 –33.60 .72 31.39 13.47 Gap GPS 6.8 7 14.33 –2.73 .2425 8.40 1.05 HEXO HEXO ... dd 1.09 –0.32 ...
4.71 2.34 CiaSiderurgica SID ... 5 2.46 –0.48 ... 57.84 38.39 Ducommun DCO ... 16 44.65 –12.30 ... 436.69 241.74 FairIsaac FICO ... 55 376.03 –33.45 ...
38.96 25.54 GardnerDenver GDI ... 43 32.79 –5.82 ... 42.90 29.90 HNI HNI 3.7 13 32.83 –6.91 .305
29.48 15.62 CerveceriasUnid CCU 2.2 14 15.94 –1.34 .1132 103.79 84.28 DukeEnergy DUK 4.1 18 91.70 –10.73 .945 8.75 1.46 FangHoldings SFUN ... dd 2.18 –0.39 ...
19.71 6.54 GarrettMotion GTX ... 2 6.94 –1.11 ... 23.93 15.93 HP HPQ 3.4 10 20.79 –1.91 .1762
26.37 15.50 CompassDiversif CODI 7.9 dd 18.33 –3.13 .36 38.88 29.12 DukeRealty DRE 2.9 28 32.47 –6.36 .235 11.75 9.79 FarPointAcqnA FPAC ... 82 10.52 –0.03 ...
171.78 124.77 Gartner IT ... 50 129.39 –26.07 ... 44.93 32.77 HSBC HSBC 7.6 23 33.57 –2.89 1.05
66.14 47.51 CompassMnlInt CMP 5.3 30 54.55 –8.29 .72 83.72 42.06 DuPont DD 2.8 65 42.90 –9.53 .30 12.68 10.25 FarPointAcqnUn FPAC.UT ... ... 10.52 –0.74 ...
18.09 5.25 GasLog GLOG 10.7 dd 5.61 –0.44 .15 30.00 16.40 HUYA HUYA ... 77 19.81 –0.24 ...
10.70 4.17 ComstockRscs CRK ... 12 5.99 –0.74 ... 60.55 28.91 DycomInds DY ... 16 29.56 –15.56 ... 2.68 1.10 FarPointAcqnWt FPAC.WT ... ... 1.60 –0.34 ...
23.15 3.53 GasLogPartners GLOP 58.3 dd 3.79 –0.32 .561 140.36 80.24 Haemonetic HAE ... 71 108.33 –9.96 ...
35.59 22.15 ConagraBrands CAG 3.2 16 26.69 –2.90 .2125 2.69 1.15 DynagasLNG DLNG .0 dd 1.75 +0.04 .0625 31.60 7.43 Farfetch FTCH ... dd 11.17 –1.11 ...
7.22 5.02 FarmlandPtrs FPI 3.4 dd 5.91 –0.89 .05 16.61 6.76 GatesIndustrial GTES ... 4 10.46 –2.14 ... 32.30 16.30 Halliburton HAL 4.2 dd 16.96 –4.30 .18
124.53 61.37 ConchoRscs CXO 1.2 dd 68.02 –11.36 .20 37.07 17.05 Dynatrace DT ... dd 32.30 –1.16 ... 11.82 6.83 GencoShipping GNK 9.1 dd 7.68 –0.18 .175 24.60 11.38 HamiltonBeach HBB 3.1 dd 11.60 –3.17 .09
3.34 1.85 ConcordMed CCM ... dd 2.30 –0.29 ... 20.34 13.84 DynexCapital DX 10.5 dd 17.10 –2.36 .15 35.25 14.12 Fastly FSLY ... dd 19.80 –3.31 ...
12.12
.80 117.92 49.41 Generac GNRC ... 25 102.99 –13.20 ... 19.12 Hanesbrands HBI 4.5 8 13.24 –1.25 .15
116.81 76.13 Conmed CNMD .8 99 94.64 –8.91 .20 76.35 60.41 FedAgriMtg A AGM.A 4.3 8 65.74 –2.00
193.76 155.47 GeneralDynamics GD 2.6 13 159.69 –27.91 1.02 28.16 15.50 Hanger HNGR ... 67 23.07 –1.57 ...
.80
70.06
95.10
45.12
77.80
ConocoPhillips
ConEd
COP
ED
3.5
3.9 19
8 48.42
78.82
–10.02
–11.36
.42
.765 E 88.46
141.35
67.22
112.01
FedAgriMtg C
FederalRealty
AGM
FRT
3.7
3.6 25
9 75.06
116.34
+3.08
–12.66 1.05 13.26
56.40
7.65
46.19
GeneralElec
GeneralMills
GE
GIS
.4
4.0
cc
14
10.88
49.00
–1.37
–4.92
.01
.49
39.91
144.71
24.26
113.09
HannonArmstrong
HanoverIns
HASI
THG
4.0
2.2
29
11
33.95
118.54
–5.26
–18.16
.34
.65
214.48 163.52 ConstBrands A STZ 1.7 43 172.38 –35.02 .75 35.75 23.66 FederalSignal FSS 1.1 16 29.00 –4.15 .08
1.94 0.51 ECA Marcellus ECT 27.3 2 .52 –0.10 .019 38.26 27.98 FederatedHermes FHI 3.7 11 28.85 –6.76 .27 41.90 29.33 GeneralMotors GM 5.0 7 30.50 –4.15 .38 41.40 29.60 HarleyDavidson HOG 5.0 11 30.47 –4.72 .38
214.51 166.50 ConstBrands B STZ.B 1.6 47 167.91 –38.99 .68 53.20 30.65 Genesco GCO ... 7 34.41 –2.79 ... 4.54 1.57 HarmonyGold HMY ... dd 3.40 –0.73 ...
15.10 7.92 Constellium CSTM ... 26 12.40 –2.02 ... 20.00 7.55 elfBeauty ELF ... 29 15.96 –3.11 ... 199.32 134.06 FedEx FDX 1.8 9 141.17 –22.08 .65
93.54 68.87 EMCOR EME .4 13 76.92 –12.79 .08 180.95 126.82 Ferrari RACE .7 38 157.75 –15.15 1.1593 24.04 8.69 GenesisEnergy GEL 22.2 57 9.93 –4.68 .55 27.97 9.46 Harsco HSC ... dd 11.99 –3.11 ...
9.50 3.57 ContainerStore TCS ... 10 3.78 –0.32 ... 1.86 0.92 GenesisHealthcare GEN ... dd 1.65 –0.08 ... 4.46 2.20 HarteHanks HHS ... dd 2.98 –0.25 ...
52.04 14.77 ContinentalRscs CLR 1.1 9 18.95 –6.35 .05 36.34 24.19 ENI E 5.3 16 25.00 –2.58 .9173 21.28 9.73 Ferro FOE ... 20 11.62 –3.05 ...
107.89 56.34 EOG Rscs EOG 1.8 13 63.26 –10.95 .2875 16.69 11.94 FiatChrysler FCAU ... 6 12.44 –0.66 ... 11.98 6.54 GenieEnergy GNE 4.3 13 6.92 –1.43 .075 62.75 47.50 HartfordFinl HIG 2.6 9 49.95 –8.10 .325
13.45 8.20 Volaris VLRS ... 10 10.05 –3.05 ... 45.20 33.02 Genpact G 1.0 25 38.46 –5.20 .0975 25.09 15.49 HavertyFurn HVT 4.8 17 16.82 –0.51 .20
61.87 5.01 ConturaEnergy CTRA ... 8 5.69 –0.43 ... 248.27 155.30 EPAM Systems EPAM ... 49 223.20 –8.16 ... 49.28 33.94 FidNatlFin FNF 3.4 10 38.76 –5.14 .33
80.75 55.79 EPR Prop EPR 7.6 26 59.24 –8.99 .3825 158.21 104.73 FidNatlInfo FIS 1.0 cc 139.72 –15.21 .35 115.20 84.41 GenuineParts GPC 3.6 21 87.24 –8.97 .79 24.56 15.65 HavertyFurn A HVT.A 4.8 17 15.88 –1.86 .19
365.68 278.50 Cooper COO .0 35 324.57 –31.10 .03 4.93 2.89 GenworthFin GNW ... 6 3.90 –0.43 ... 50.55 38.05 HawaiianElec HE 3.1 21 42.84 –6.91 .33
63.61 16.04 Cooper-Standard CPS ... 5 17.28 –3.28 ... 47.66 15.26 EQM Midstream EQM 26.6 21 17.36 –5.23 1.16 72.90 47.20 58.com WUBA ... 9 55.17 –2.40 ...
21.86 4.21 EQT EQT 2.0 dd 5.87 +0.06 .03 6.25 1.61 FinVolution FINV ... 2 1.98 +0.03 ... 22.53 13.95 GeoPark GPRK 1.0 12 16.66 –2.44 .0411 37.88 29.63 HealthcareRealty HR 3.5 cc 34.30 –3.39 .30
33.35 22.46 CooperT&R CTB 1.6 13 25.49 –1.33 .105 5.34 2.73 Gerdau GGB 1.3 16 3.74 –0.64 .0069 34.01 26.41 HealthcareAmer HTA 4.0 cc 31.14 –2.61 .315
12.30 4.55 CooTekCayman CTK ... dd 6.35 +0.65 ... 107.10 65.69 ESCO Tech ESE .4 32 90.92 –5.84 .08 66.40 48.30 FirstAmerFin FAF 3.1 9 57.10 –7.91 .44
97.10 69.58 EagleMaterials EXP .5 dd 78.93 –11.46 .10 11.94 7.74 FirstBanCorp FBP 2.5 11 7.94 –1.08 .05 33.75 27.87 GettyRealty GTY 5.2 24 28.34 –4.30 .37 37.93 28.86 HealthpeakProp PEAK 4.7 cc 31.64 –5.51 .37
116.88 77.57 Copa CPA 3.8 14 83.14 –24.12 .80 10.06 9.68 GigCapital2 GIX ... ... 10.00 –0.04 ... 3.51 1.21 HeclaMining HL .4 dd 2.64 –0.65 .0025
75.63 25.79 CoreLabs CLB 3.7 14 26.84 –4.36 .25
7.94 3.00 EarthstoneEner ESTE ... 3 3.85 –0.89 ... 14.93 11.55 FirstCmwlthFin FCF 3.7 11 11.80 –1.85 .11
25.36 17.20 EasterlyGovtProp DEA 4.4 cc 23.77 –1.50 .26 17.42 13.09 FirstHorizonNatl FHN 4.5 10 13.33 –2.75 .15 0.40 0.10 GigCapital2Rt GIX.RT ... ... .26 –0.03 ... 147.93 89.26 Heico HEI .1 40 107.85 –18.92 .08
24.38 14.52 CoreCivic CXW 11.9 9 14.81 –2.59 .44 142.69 104.28 EastGroup EGP 2.4 39 125.73 –16.43 .75 10.92 10.00 GigCapital2Un GIX.UT ... ... 10.65 –0.10 ... 113.69 76.66 Heico A HEI.A .2 33 88.33 –13.39 .08
51.75 35.62 CoreLogic CLGX 1.9 74 45.37 –5.90 .22 46.12 33.08 FirstIndRlty FR 2.6 20 38.50 –7.00 .25
86.18 59.31 EastmanChem EMN 4.3 11 61.51 –12.09 .66 12.69 5.48 FirstMajestic AG ... dd 7.54 –2.42 ... 0.50 0.10 GigCapital2Wt GIX.WT ... ... .41 –0.06 ... 10.00 6.19 HelixEnergy HLX ... 17 6.71 –1.54 ...
49.75 33.21 CorEnergyInfr CORR 8.6 dd 34.90 –10.14 .75 4.78 1.87 EastmanKodak KODK ... 1 3.11 –0.38 ... 40.40 23.45 Gildan GIL 2.5 19 24.22 –3.12 .154 64.80 35.29 Helm&Payne HP 7.7 dd 36.89 –8.01 .71
dd 122.34 87.43 FirstRepBank FRC .8 19 100.57 –16.05 .19
14.93 7.25 CorePoint CPLG 10.1 7.96 –1.43 .20 105.78 74.29 Eaton ETN 3.1 17 90.72 –14.21 .73 52.52 39.27 FirstEnergy FE 3.5 28 44.53 –7.04 .39 19.03 12.88 Glatfelter GLT 3.6 dd 14.26 –2.13 .13 57.73 31.53 Herbalife HLF ... 15 32.36 –5.09 ...
123.69 98.25 Coresite COR 4.7 51 103.73 –11.73 1.22 51.79 36.84 EatonVance EV 3.6 11 41.26 –9.12 .375 dd 84.65 40.00 Glaukos GKOS ... dd 43.98 –19.99 ... 50.81 33.66 HercHoldings HRI ... 23 36.68 –6.06 ...
27 7.26 2.81 Fitbit FIT ... 6.39 –0.06 ...
9.79 3.75 CornerstoneBldg CNR ... 7.35 –1.89 ... 211.24 168.01 Ecolab ECL 1.0 34 180.45 –27.05 .47 15.88 4.78 500.com WBAI ... dd 5.39 –0.89 ... 48.25 38.43 GSK GSK 5.0 17 40.53 –2.55 .4998 16.40 11.94 HerculesCapital HTGC 9.7 8 13.20 –2.79 .08
35.34 22.80 Corning GLW 3.7 23 23.86 –4.10 .22 23.24 15.21 Ecopetrol EC 5.5 10 17.65 –2.55 .3316 9.40 6.12 FivePoint FPH ... dd 7.49 –1.48 ... 7.73 3.85 GlobalCordBlood CO ... 9 3.94 –0.50 ... 16.38 10.84 HeritageInsurance HRTG 2.2 11 11.16 –1.17 .06
8.69 3.73 CorpAmAirports CAAP ... 7 4.27 –0.93 ... 45.12 25.43 EdgewellPersonal EPC ... dd 30.36 –3.67 ... 44.25 17.11 FiverrIntl FVRR ... dd 31.48 –2.23 ... 15.95 9.36 GlobalMedREIT GMRE 5.7 37 13.97 –1.88 .20 5.00 0.55 HermitageOffsh PSV ... dd .95 –0.08 ...
30.57 24.73 CorpOfficeProp OFC 4.3 15 25.34 –4.29 .275 78.93 57.63 EdisonInt EIX 3.8 18 67.19 –10.38 .6375 40.00 30.62 Flagstar FBC .6 8 31.88 –3.43 .05 21.71 17.63 GlobalNetLease GNL 11.5 47 18.45 –3.19 .5325 19.58 11.49 HershaHospitality HT 9.7 dd 11.53 –2.63 .28
32.78 24.10 Corteva CTVA 1.9 dd 27.20 –4.02 .13 247.64 165.69 EdwardsLife EW ... 42 204.84 –26.41 ... 329.85 224.75 FleetCorTech FLT ... 27 265.79 –43.13 ... 21.62 16.79 GlobalPtnrs GLP 10.7 8 19.35 +0.60 .525 162.20 108.95 Hershey HSY 2.1 26 143.99 –16.33 .773
23.70 10.62 Cosan CZZ ... 13 18.26 –2.32 ... 26.67 16.62 8x8 EGHT ... dd 18.50 –1.67 ... 14.60 6.41 FlexLNG FLNG 6.0 21 6.63 –1.07 .10 209.62 128.12 GlobalPayments GPN .4 78 183.97 –20.42 .195 20.85 11.24 HertzGlobal HTZ ... dd 12.79 –7.46 ...
10.85 4.85 Costamare CMRE 6.1 11 6.53 –0.56 .10 74.44 55.01 ElPasoElectric EE 2.3 23 67.87 –0.45 .385 62.62 35.17 Floor&Decor FND ... 36 51.05 –6.62 ... 9.25 5.03 GlobalShipLease GSL ... dd 5.88 –1.91 ... 74.11 51.88 Hess HES 1.8 dd 56.18 –8.24 .25
16.00 11.72 Cott COT 1.7 cc 14.25 –1.63 .06 35.46 25.25 ElancoAnimal ELAN ... cc 27.40 –3.75 ... 4.01 1.52 FlotekIndustries FTK ... dd 1.58 –0.19 ... 141.67 67.60 Globant GLOB ... 79 113.01 –21.81 ... 25.66 17.61 HessMidstream HESM 8.5 15 19.08 –1.89 .4258
14.14 8.61 Coty COTY 5.4 dd 9.23 –2.01 .125 57.00 50.00 ElancoAnimalUn ELAT 4.9 ... 51.05 –4.00 .625 24.36 20.04 FlowersFoods FLO 3.5 28 21.53 –0.53 .19 111.43 80.14 GlobeLife GL .7 14 92.66 –17.48 .1725 17.59 12.06 HewlettPackard HPE 3.8 16 12.79 –1.39 .12
42.99 32.89 CousinsProperties CUZ 3.3 cc 35.69 –6.49 .29 104.10 60.10 Elastic ESTC ... dd 73.86 +1.08 ... 54.16 38.74 Flowserve FLS 1.9 21 40.19 –5.80 .20 60.15 38.37 GlobusMedical GMED ... 30 45.23 –10.12 ... 87.00 62.02 Hexcel HXL 1.1 18 64.63 –11.21 .17
18.38 13.01 Covanta CVA 7.5 cc 13.36 –2.48 .25 11.29 3.05 EldoradoGold EGO ... 18 8.69 –1.24 ... 41.91 9.22 Fluor FLR 4.3 dd 9.32 –5.42 .10 82.30 59.93 GoDaddy GDDY ... 92 69.98 –7.37 ... 4.99 0.50 Hi-Crush HCR ... dd .60 –0.18 ...
7.34 1.28 Covia CVIA ... dd 1.54 –0.16 ... 12.74 8.55 ElementSolns ESI ... 30 10.39 –1.66 ... 23.21 10.92 FlyLeasing FLY ... 3 17.10 –1.43 ... 7.90 3.57 GoldFields GFI 1.4 31 5.93 –1.53 .0668 3.11 0.64 HighPointRscs HPR ... dd .68 –0.36 ...
91.23 65.95 Crane CR 2.5 32 67.95 –16.98 .43 5.98 3.12 ElevateCredit ELVT ... 5 3.30 –0.51 ... 100.35 79.80 FomentoEconMex FMX 1.8 22 81.39 –10.09 .7559 22.50 18.71 GoldmanSachsBDC GSBD 9.3 22 19.35 –2.05 .45 52.76 40.75 HighwoodsProp HIW 4.3 35 44.88 –6.93 .48
11.90 7.10 Crawford A CRD.A 3.8 11 7.44 –0.93 .07 19.12 15.97 EllingtonFin EFC 10.9 12 16.53 –2.20 .15 68.00 31.23 FootLocker FL 4.4 8 36.25 –2.59 .40 250.46 180.73 GoldmanSachs GS 2.5 10 200.77 –29.85 1.25 3.72 2.11 HillIntl HIL ... dd 3.15 –0.40 ...
10.79 6.83 Crawford B CRD.B 2.9 14 6.83 –0.97 .05 12.14 9.68 EllingtonResiMtg EARN 10.8 6 10.89 –0.85 .28 10.56 6.67 FordMotor F 8.6 cc 6.96 –0.93 .15 39.60 29.00 Gorman-Rupp GRC 1.8 23 31.99 –4.81 .145 117.10 93.88 Hill-Rom HRC .9 43 96.05 –10.21 .22
252.49 175.04 Credicorp BAP 3.3 11 181.27 –17.95 2.3825 20.35 11.76 EmbotellAndinaA AKO.A 3.8 10 12.15 –0.70 .1139 23.11 16.23 Forestar FOR ... 17 17.89 –3.95 ... 79.71 52.87 GraceWR GRA 2.1 30 56.56 –6.57 .30 44.59 22.95 Hillenbrand HI 3.6 16 23.40 –4.54 .2125
14.12 10.94 CreditSuisse CS ... 8 11.28 –2.34 ... 22.99 13.85 EmbotellAndinaB AKO.B 3.6 11 14.05 –1.09 .1253 44.72 35.50 Fortis FTS 3.6 14 40.46 –3.76 .3593 56.99 43.52 Graco GGG 1.4 25 49.32 –7.02 .175 26.28 16.71 Hilltop HTH 1.7 9 20.83 –1.37 .09
4.84 2.46 CrescentPoint CPG 1.1 dd 2.72 –0.46 .0076 21.10 14.46 Embraer ERJ ... dd 15.24 –2.56 ... 89.48 63.51 Fortive FTV .4 35 69.16 –6.65 .07 10.29 9.73 GrafIndustrial GRAF ... dd 10.21 –0.02 ... 36.56 24.83 HiltonGrandVac HGV ... 11 26.66 –4.84 ...
40.00 19.51 CrestwoodEquity CEQP 12.0 7 20.84 –5.82 .625 14.37 6.57 EmeraldHldg EEX 4.4 dd 6.86 –2.50 .075 21.73 14.24 FortressTransport FTAI 7.3 38 18.08 –2.46 .33 10.85 10.04 GrafIndustrial GRAF.UT ... ... 10.60 +0.05 ... 115.48 81.66 Hilton HLT .6 32 97.20 –12.37 .15
9.75 8.21 CrestwoodEqUn CEQP.PR 10.1 ... 8.33 –0.86 .2111 71.19 39.11 EmergentBiosol EBS ... 57 58.68 –7.26 ... 4.59 2.39 FortunaSilver FSM ... 69 2.95 –0.99 ... 0.50 0.27 GrafIndlWt GRAF.WT ... ... .29 –0.11 ... 19.98 11.45 HoeghLNG Ptrs HMLP 14.1 11 12.50 –0.11 .44
13.21 7.37 CrossTimbers CRT 13.2 7 7.40 –1.69 .106 78.38 55.98 EmersonElec EMR 3.1 18 64.11 –7.98 .50 73.28 44.79 FortBrandsHome FBHS 1.6 20 61.75 –9.28 .24 14.84 7.35 GrafTechIntl EAF 4.2 3 8.16 –1.77 .085 30.61 19.78 HollyEnergy HEP 13.0 10 20.74 –2.50 .6725
19.79 14.33 CrossAmerPtrs CAPL 12.5 33 16.86 –2.49 .525 16.23 11.18 EmpireStateRealty ESRT 3.6 43 11.70 –1.85 .105 6.62 0.74 ForumEnergyTech FET ... dd .78 –0.18 ... 23.77 16.50 Graham GHM 2.7 dd 16.58 –1.56 .11 58.88 31.22 HollyFrontier HFC 4.2 7 33.68 –9.35 .35
168.75 117.40 CrownCastle CCI 3.3 73 143.29 –24.77 1.20 45.23 38.13 EmployersHldgs EIG 2.6 8 38.54 –4.42 .25 22.14 9.21 FdnBuilding FBM ... 16 15.60 –2.52 ... 756.26 463.00 GrahamHoldings GHC 1.2 8 502.88 –18.72 1.45 247.36 179.52 HomeDepot HD 2.5 21 217.84 –27.50 1.50
80.57 53.19 CrownHoldings CCK ... 19 70.50 –8.69 ... 26.67 4.16 EmpresaDisCom EDN ... 1 4.46 –0.86 ... 32.50 26.23 FourCornersProp FCPT 4.3 27 28.69 –3.81 .305 346.60 255.09 Grainger GWW 2.1 18 277.54 –25.78 1.44 29.44 22.87 HondaMotor HMC 3.4 10 25.66 –1.39 .251
33.00 20.76 CryoLife CRY ... cc 25.63 –0.57 ... 15.30 6.03 EnableMidstream ENBL 21.3 8 6.20 –1.67 .3305 2.68 1.18 FourSeasonsEduc FEDU ... 71 1.52 –0.16 ... 3.90 1.82 GranayMontero GRAM ... dd 2.42 –0.25 ... 184.06 150.38 Honeywell HON 2.2 19 162.17 –17.71 .90
36.32 28.98 CubeSmart CUBE 4.4 34 30.27 –1.99 .33 43.15 32.23 Enbridge ENB ... 19 37.43 –4.44 ... 122.65 69.16 Franco-Nevada FNV .9 cc 107.50 –11.68 .25 49.03 19.99 GraniteConstr GVA 2.6 dd 20.32 –5.69 .13 48.15 34.38 HoraceMannEdu HMN 3.0 9 38.93 –6.21 .2875
75.20 53.05 Cubic CUB .5 45 54.44 –8.00 .135 83.30 56.74 EncompassHealth EHC 1.5 21 74.84 –6.80 .28 6.72 3.30 Frank'sIntl FI ... dd 3.92 +0.30 ... 19.39 16.36 GranitePointMtg GPMT 10.2 12 16.42 –2.14 .42 5.79 1.80 HorizonGlobal HZN ... dd 3.07 –0.37 ...
105.56 77.47 Cullen/Frost CFR 3.6 12 78.39 –14.61 .71 56.76 25.02 Endava DAVA ... cc 53.05 –2.45 ... 41.85 24.27 FranklinCovey FC ... dd 31.45 –4.07 ... 56.68 44.28 GraniteREIT GRP.UT 4.3 9 50.95 –5.57 .1757 48.86 37.00 HormelFoods HRL 2.2 23 41.60 –3.17 .2325
21.08 8.88 Culp CULP 4.6 21 9.12 –1.14 .105 3.20 1.44 EndeavourSilver EXK ... dd 1.56 –0.47 ... 39.00 26.06 FranklinFin FSB .7 17 33.49 –3.89 .06 16.95 12.06 GraphicPkg GPK 2.2 19 13.52 –2.56 .075 62.54 37.81 DR Horton DHI 1.3 11 53.27 –8.61 .175
186.73 141.14 Cummins CMI 3.5 10 151.29 –16.17 1.311 11.21 7.47 EnelAmericas ENIA 4.5 7 8.60 –0.56 .081 35.82 21.36 FranklinRscs BEN 5.0 9 21.76 –3.44 .27 25.31 13.60 GrayTelevision GTN ... 15 18.92 –1.38 ... 19.99 14.29 HostHotels HST 5.5 12 14.48 –2.90 .20
149.90 108.96 CurtissWright CW .6 17 119.94 –24.76 .17 5.34 3.58 EnelChile ENIC 3.8 12 4.39 –0.26 .189 14.68 8.43 FreeportMcM FCX 2.0 dd 9.96 –1.98 .05 23.30 14.36 GrayTelevision A GTN.A ... 14 17.56 –1.46 ... 59.36 41.80 HoulihanLokey HLI 2.4 20 51.22 –5.56 .31
20.80 15.69 Cushman&Wkfd CWK ... dd 18.19 –0.78 ... 53.84 32.54 Energizer ENR 2.8 cc 42.99 –8.39 .30 42.75 31.63 FreseniusMed FMS 1.2 16 38.34 –2.67 .6522 15.96 12.39 GreatAjax AJX 9.1 9 14.13 –1.06 .32 32.90 5.15 Hovnanian HOV ... dd 24.75 –5.72 ...
25.72 17.35 CustomersBancorp CUBI ... 10 20.29 –1.90 ... 15.87 9.91 EnergyTransfer ET 11.0 8 11.08 –1.06 .305 38.79 22.98 FreshDelMonte FDP 1.5 20 27.42 –1.24 .10 37.96 26.03 GreatWesternBncp GWB 4.5 9 26.87 –3.86 .30 135.42 91.82 HowardHughes HHC ... 63 107.88 –20.62 ...
10.14 6.45 CypressEnergy CELP 12.2 11 6.89 –1.03 .21 27.94 20.31 EnerpacTool EPAC .2 dd 21.37 –4.10 .04 13.28 9.17 FrontYardRes RESI 4.7 dd 12.68 +0.06 .15 66.81 21.97 GreenDot GDOT ... 19 34.16 –2.04 ... 19.66 7.27 Huami HMI ... 23 14.20 +0.32 ...

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
25.84 16.01 HuanengPower HNP 3.2 12 16.30 –1.14 .5964 32.00 25.13 KeurigDrPepper KDP 2.2 32 27.88 –1.62 .15 25.54 1.43 Mallinckrodt MNK ... dd 4.28 –0.84 ... 1.95 0.55 NewFrontierWt NFH.WT ... ... 1.21 –0.08 ... 35.10 20.59 ParTechnology PAR ... dd 26.49 –3.79 ...
155.00 113.59 Hubbell HUBB 2.7 18 133.24 –11.28 .91 20.53 14.82 KeyCorp KEY 4.5 10 16.35 –3.32 .185 20.91 15.30 ManchesterUnited MANU 1.0 cc 17.49 –1.80 .09 6.00 3.46 NewHome NWHM ... dd 4.91 –0.56 ... 15.11 11.88 ParamountGroup PGRE 3.3 dd 12.15 –2.32 .10
207.98 137.30 HubSpot HUBS ... dd 179.45 –6.48 ... 110.00 71.03 KeysightTechs KEYS ... 27 94.76 –1.42 ... 19.37 10.49 Manitowoc MTW ... 10 12.47 –0.63 ... 51.20 34.89 NewJerseyRscs NJR 3.5 19 35.31 –7.86 .3125 19.29 13.65 ParkAerospace PKE 2.9 33 13.91 –2.12 1.00
7.83 2.25 HudbayMinerals HBM .6 dd 2.45 –0.40 .0075 88.99 70.07 KilroyRealty KRC 2.7 39 72.69 –13.66 .485 2.88 1.45 Manning&Napier MN 4.9 25 1.62 –0.23 .02 14.45 12.60 NewMountainFin NMFC 10.6 10 12.79 –1.41 .34 33.02 17.67 ParkHotels PK 12.0 13 18.26 –5.43 .45
16.95 9.28 Hudson HUD ... 37 9.31 –3.01 ... 18.80 10.55 KimbellRoyalty KRP 13.5 dd 11.54 –1.92 .38 100.99 73.47 Manpower MAN 2.9 10 75.94 –15.89 1.09 142.38 74.50 NewOrientalEduc EDU ... 51 127.89 –9.92 ... 215.94 152.18 ParkerHannifin PH 1.9 18 184.77 –30.43 .88
38.81 31.44 HudsonPacProp HPP 3.1 cc 32.28 –5.29 .25 149.23 114.62 KimberlyClark KMB 3.3 21 131.19 –10.16 1.07 21.23 16.06 ManulifeFin MFC 5.0 8 16.84 –2.67 .1892 109.00 50.00 NewRelic NEWR ... dd 56.26 –3.22 ... 22.11 12.18 ParsleyEnergy PE 1.1 21 13.40 –3.35 .05
385.00 225.65 Humana HUM .8 16 319.68 –49.99 .625 21.86 16.79 KimcoRealty KIM 6.5 22 17.35 –1.72 .28 18.93 7.54 MarathonOil MRO 2.4 14 8.28 –1.83 .05 17.66 13.63 NewResidInvt NRZ 12.9 12 15.56 –1.88 .50 45.40 29.03 Parsons PSN ... 33 39.09 –3.98 ...
3.64 2.87 HuntCosFin HCFT 10.3 77 2.92 –0.41 .075 22.58 18.40 KinderMorgan KMI 5.2 20 19.17 –2.97 .25 69.65 43.96 MarathonPetrol MPC 4.9 12 47.42 –11.71 .58 8.35 4.72 NewSeniorInvt SNR 8.6 dd 6.07 –2.22 .13 10.94 1.52 PartyCity PRTY ... dd 1.99 –0.97 ...
279.71 196.26 HuntingIngalls HII 2.0 15 205.53 –30.49 1.03 3.21 1.53 KingswayFin KFS ... ... 1.79 +0.10 ... 43.50 27.84 Marcus&Millichap MMI ... 16 31.96 –5.16 ... 13.79 9.38 NY CmntyBcp NYCB 6.3 14 10.81 –0.66 .17 342.00 169.06 PaycomSoftware PAYC ... 91 282.65 –17.74 ...
25.66 17.33 Huntsman HUN 3.4 8 18.94 –1.96 .1625 6.27 3.00 KinrossGold KGC ... 9 5.02 –0.94 ... 43.24 24.99 Marcus MCS 2.5 20 26.72 –5.34 .17 40.22 27.35 NYTimes A NYT .6 45 37.46 –1.75 .06 32.25 5.03 PeabodyEnergy BTU .0 dd 5.84 –1.10 .145
94.98 69.03 HyattHotels H 1.0 11 76.60 –15.16 .20 92.30 62.25 Kirby KEX ... 27 63.75 –10.47 ... 18.43 12.46 MarineProducts MPX 3.8 15 12.58 –2.14 .12 505.16 381.29 NewMarket NEU 2.0 17 388.59 –35.75 1.90 11.51 6.98 Pearson PSO 3.4 17 7.20 –0.03 .073
68.57 43.26 HysterYaleMatls HY 2.6 22 48.14 –5.06 .3175 51.08 29.15 KirklandLakeGold KL 1.6 12 32.08 –4.40 .06 23.15 13.73 MarineMax HZO ... 10 16.93 –4.00 ... 51.34 29.77 Newmont NEM 1.3 13 44.63 –4.81 .14 33.59 19.88 PebblebrookHotel PEB 7.5 32 20.21 –4.69 .38
19.77 14.03 KiteRealty KRG 7.9 dd 16.15 –1.24 .3175 1347.64 950.16 Markel MKL ... 9 1181.60 –159.24 ... 9.57 3.17 NewparkResources NR ... dd 3.51 –0.21 ... 40.65 34.14 PembinaPipeline PBA 5.3 15 36.12 –4.04 .1506
I 40.46
28.30
27.03
17.12
Knight-Swift
Knoll
KNX 1.0 18 31.94 –7.30 .08
KNL 3.9 13 17.64 –3.67 .17
131.27
119.88
82.43
88.86
MarriottVacations
Marsh&McLen
VAC
MMC
2.2
1.7
31
31
96.78
104.56
–28.78
–11.79
.54
.455
12.80
19.50
7.00
18.50
NexaResources
NexPointRealEst
NEXA
NREF
5.1
...
dd
...
7.34
18.65
–1.80
–0.56
.3775
...
1.92
7.93
0.53
2.27
PenneyJC
PA Reit
JCP
PEI
...
35.6
dd
dd
.69
2.36
–0.03
–1.39
...
.21
20.97 16.26 KnotOffshore KNOP 12.7 ... 16.35 –2.23 .52 281.82 188.44 MartinMarietta MLM 1.0 23 227.53 –23.89 .55 52.87 34.28 NexPointResidentl NXRT 2.8 11 44.50 –5.73 .3125 39.57 20.36 PennyMacFin PFSI ... 7 35.26 –0.21 ...
51.74 34.96 IAA IAA ... 30 42.72 –6.24 ... 22.79 15.47 Knowles KN ... 32 16.62 –0.36 ... 50.06 34.79 Masco MAS 1.3 19 41.32 –3.86 .135 283.35 186.57 NextEraEnergy NEE 2.2 33 252.76 –24.83 1.40 23.79 20.02 PennyMacMtg PMT 9.1 8 20.70 –2.64 .47
15.42 9.83 ICICI Bank IBN .2 34 13.87 –1.18 .0282 75.91 37.11 Kohl's KSS 6.8 9 39.15 –5.40 .67 89.21 47.04 MasoniteIntl DOOR ... 42 73.50 –15.13 ... 56.74 48.00 NextEraEnergyUn NEE.PRO 4.7 ... 50.69 –5.15 .609 53.81 41.26 PenskeAuto PAG 3.5 9 46.02 –6.80 .42
114.01 95.85 IDACORP IDA 2.8 21 96.64 –15.24 .67 50.78 39.05 KoninklijkePhil PHG 1.9 27 42.90 –5.10 .9356 73.71 44.55 MasTec MTZ ... 9 49.08 –12.52 ... 61.87 42.73 NextEraEnergy NEP 3.5 dd 57.67 –3.36 .535 47.43 34.50 Pentair PNR 1.9 19 39.39 –5.17 .19
11.84 5.64 IDT IDT ... cc 7.70 –1.26 ... 43.24 25.78 KontoorBrands KTB 6.6 16 33.74 –5.04 .56 347.25 215.93 Mastercard MA .6 37 290.25 –49.45 .40 12.50 4.05 NexTierOilfield NEX ... dd 4.66 –0.85 ... 194.93 122.40 Penumbra PEN ... cc 165.86 –26.26 ...
81.65 52.06 IHS Markit INFO 1.0 58 71.24 –7.82 .17 44.75 19.04 Koppers KOP ... 7 21.86 –6.83 ... 22.25 9.00 MatadorRscs MTDR ... 13 9.64 –3.00 ... 27.57 17.83 NielsenHoldings NLSN 1.3 dd 18.21 –3.64 .06 54.49 37.18 PerformanceFood PFGC ... 26 42.40 –10.40 ...
13.72 9.22 ING Groep ING 6.5 6 9.49 –1.24 .2687 15.78 8.73 KoreaElcPwr KEP ... dd 8.79 –2.08 ... 71.97 44.00 Materion MTRN 1.0 18 45.34 –4.63 .11 105.62 77.07 Nike NKE 1.1 31 89.38 –10.87 .245 103.00 78.35 PerkinElmer PKI .3 42 86.44 –6.41 .07
22.18 13.80 Invesco IVZ 8.6 11 14.40 –3.08 .31 49.30 34.09 KornFerry KFY 1.1 11 34.98 –6.98 .10 42.16 31.51 Matson MATX 2.6 17 33.21 –4.71 .22 26.69 3.79 NineEnergy NINE ... dd 4.06 –1.36 ... 8.13 3.44 PermianBasin PBT 11.9 8 3.74 –0.28 .0503
17.46 3.13 IONGeophysical IO ... dd 3.52 –1.01 ... 7.55 2.81 KosmosEnergy KOS 5.9 dd 3.05 –1.92 .0452 13.62 9.70 MauiLand MLP ... 86 11.01 –2.16 ... 30.67 25.94 NiSource NI 3.1 22 27.02 –2.86 .21 3.71 1.34 PermianvilleRT PVL 17.7 6 1.82 –0.18 .0245
169.14 130.77 IQVIA IQV ... cc 139.49 –23.94 ... 38.58 9.54 Kraton KRA ... 6 10.12 –5.83 ... 21.45 3.83 MaxarTech MAXR .3 dd 15.21 –2.05 .01 60.14 26.48 NoahHoldings NOAH ... 14 28.38 –3.24 ... 9.35 4.10 PermRock PRT 16.4 5 4.16 –1.05 .0511
13.78 3.91 IRSA IRS ... dd 5.49 +0.32 ... 30.73 20.70 Kroger KR 2.3 14 28.13 –2.18 .16 82.02 61.72 Maximus MMS 1.8 17 63.02 –7.56 .28 3.21 0.61 Noble NE ... dd .70 –0.12 ... 63.86 40.68 Perrigo PRGO 1.8 47 50.69 –9.17 .225
75.56 53.65 ITT ITT 1.1 16 60.15 –11.04 .169 16.00 9.59 KronosWorldwide KRO 7.2 11 9.99 –1.47 .18 28.70 14.95 MaxLinear MXL ... dd 15.46 –2.49 ... 6.42 3.33 Nokia NOK 4.4 ... 3.87 –0.29 .0558 29.88 20.03 Perspecta PRSP 1.0 43 24.97 –0.46 .06
4.17 2.28 IamGold IAG ... dd 2.84 –0.29 ... 17.40 6.60 MayvilleEngg MEC ... dd 7.29 –0.35 ... 23.06 17.44 NomadFoods NOMD ... 21 18.46 –1.00 ... 68.80 38.10 PetroChina PTR 4.3 9 39.06 –4.32 .4059
11.51
178.14
190.85
142.20
136.92
IDEX
IllinoisToolWks
IEX
ITW
1.4
2.6
27
22
148.00
167.78
–25.35
–21.80
.50
1.07 L 174.58
174.09
133.37
132.30
McCormick
McCormickVtg
MKC
MKC.V
1.7
1.7
28
28
146.19
144.75
–16.01
–17.68
.62
.62
5.41
33.70
3.05
19.46
NomuraHoldings
Norbord
NMR
OSB
3.3
... dd
6 4.43
26.69
–0.57
–5.88
.137
...
17.90
15.75 10.88
PetroleoBrasil
PetroleoBrasilA
PBR
PBR.A
1.6
3.4
8
7
12.10
11.26
–1.93
–1.96
.0995
.098
25.75 14.80 Imax IMAX ... 20 15.58 –1.32 ... 221.93 178.27 McDonalds MCD 2.6 25 194.17 –21.70 1.25 5.28 1.66 NordicAmTankers NAT 4.0 dd 3.22 –0.05 .07 44.56 32.53 Pfizer PFE 4.5 12 33.42 –2.30 .38
3.67 0.35 IndependenceContr ICD ... dd .40 –0.15 ... 12.73 2.01 LAIX LAIX ... dd 4.23 –0.43 ... 2.14 0.83 McEwenMining MUX ... dd .90 –0.40 ... 48.87 25.01 Nordstrom JWN 4.3 10 34.70 –5.84 .37 92.74 69.27 PhilipMorris PM 5.7 18 81.87 –7.77 1.17
43.60 33.37 Independence IHC 1.1 21 37.11 –1.30 .20 12.16 6.69 LatamAirlines LTM .6 38 6.80 –1.93 .0885 172.18 110.52 McKesson MCK 1.2 dd 139.86 –31.10 .41 219.88 166.57 NorfolkSouthern NSC 2.0 18 182.35 –25.70 .94 119.92 71.39 Phillips66 PSX 4.8 11 74.86 –14.39 .90
16.85 10.01 IndepRealty IRT 5.4 26 13.26 –2.18 .18 29.02 15.80 L Brands LB 5.5 dd 21.66 –2.41 .30 3.43 1.53 Mechel MTL ... 3 2.34 –0.83 ... 13.62 8.77 NorthAmConstr NOA 1.3 10 9.21 –1.32 .0302 65.22 47.34 Phillips66Ptrs PSXP 6.3 13 54.37 –7.91 .875
57.00 41.26 IndustrsBachoco IBA 2.0 11 43.04 –1.68 .439 116.51 73.34 LCI Inds LCII 2.7 17 96.55 –16.05 .65 44.72 23.75 Medallia MDLA ... dd 24.81 –5.62 ... 7.75 3.61 NoEuroOil NRT 18.2 5 3.74 –0.53 .08 4.88 1.71 PhoenixNewMedia FENG .0 dd 1.74 –0.20 1.3712
12.08 8.76 Infosys INFY 2.4 19 10.07 –1.34 .1125 9.81 5.08 LG Display LPL ... dd 5.80 –0.44 ... 24.29 16.83 MedicalProp MPW 5.1 25 21.13 –3.02 .27 385.01 263.29 NorthropGrum NOC 1.6 25 328.84 –36.17 1.32 13.90 11.01 PhoenixTree DNK ... ... 11.62 –0.10 ...
146.85 102.69 Ingersoll-Rand IR 1.6 22 129.04 –16.60 .53 51.97 27.04 Line LN ... dd 49.18 +1.01 ... 159.41 66.50 Medifast MED 5.4 13 83.11 –12.87 1.13 77.26 62.35 NorthwestNat NWN 2.9 31 65.77 –10.87 .4775 34.85 22.05 Phreesia PHR ... dd 31.04 –3.09 ...
117.42 42.67 Ingevity NGVT ... 10 45.04 –13.45 ... 7.43 1.64 LSB Inds LXU ... dd 1.95 –0.46 ... 3.49 1.58 MedleyCapital MCC ... dd 1.66 –0.39 ... 80.52 67.36 Northwestern NWE 3.4 18 70.34 –8.67 .60 20.78 16.55 PhysiciansRealty DOC 4.9 48 18.86 –1.89 .23
99.51 73.00 Ingredion INGR 3.0 14 83.30 –11.57 .63 53.04 42.31 LTC Properties LTC 5.1 22 44.83 –4.84 .19 3.78 2.16 MedleyMgmt MDLY .0 dd 2.58 –0.27 .03 59.78 33.17 NorwegCruise NCLH ... 9 37.26 –9.71 ... 24.78 19.18 PiedmontOfficeA PDM 3.9 12 21.59 –2.82 .21
139.53 66.55 InnovativeIndProp IIPR 3.1 47 91.94 –13.64 1.00 230.99 156.90 L3HarrisTech LHX 1.5 25 197.73 –25.07 .75 33.32 16.17 Mednax MD ... dd 17.09 –2.90 ... 99.84 74.97 Novartis NVS 2.4 17 83.96 –12.80 3.0425 29.80 15.22 PingIdentity PING ... dd 23.14 –3.44 ...
93.58 39.34 Inphi IPHI ... dd 74.66 –7.87 ... 37.48 27.79 La-Z-Boy LZB 2.0 18 28.65 –4.74 .14 122.15 82.77 Medtronic MDT 2.1 26 100.67 –12.61 .54 64.82 46.47 NovoNordisk NVO 1.5 24 58.13 –5.72 .7874 105.51 84.26 PinnacleWest PNW 3.5 19 89.49 –14.11 .7825
144.92 65.00 Insperity NSP 2.4 18 67.27 –4.67 .40 196.36 140.53 LabCpAm LH ... 21 175.69 –13.87 ... 10.39 9.87 MegalithFinAcqn MFAC ... 97 10.33 –0.02 ... 64.90 23.97 NuSkinEnts NUS 6.1 8 24.52 –5.32 .375 36.83 17.39 Pinterest PINS ... dd 19.50 –2.98 ...
95.00 46.00 InspireMedical INSP ... dd 85.87 +4.62 ... 18.97 13.83 LadderCapital LADR 8.9 13 15.25 –3.45 .34 10.94 10.18 MegalithFinUn MFAC.UT ... cc 10.80 –0.14 ... 61.26 39.93 Nucor NUE 3.9 10 41.35 –7.22 .4025 178.22 114.79 PioneerNatRscs PXD 1.8 27 122.78 –19.47 .55
80.25 42.71 InstalledBldg IBP ... 29 66.05 –13.09 ... 96.32 58.83 LambWeston LW 1.1 25 86.89 –7.95 .23 0.58 0.23 MegalithFinWt MFAC.WT ... ... .43 –0.11 ... 30.06 21.08 NuSTAREnergy NS 10.6 dd 22.70 –3.73 .60 87.45 67.23 PiperSandler PIPR 2.1 13 70.08 –12.02 .75
54.31 37.06 Instructure INST ... dd 48.76 –0.07 ... 15.52 5.16 Lannett LCI ... dd 8.70 –0.44 ... 92.64 72.23 Merck MRK 3.2 20 76.56 –5.78 .61 55.34 38.65 Nutrien NTR 4.5 24 40.43 –2.13 .45 7.28 2.96 PitneyBowes PBI 5.8 57 3.42 –0.41 .05
99.95 67.72 IntegerHoldings ITGR ... 33 90.17 –7.68 ... 3.66 0.97 LaredoPetrol LPI ... dd 1.08 –0.37 ... 65.22 42.86 MercuryGeneral MCY 5.8 7 43.31 –7.14 .63 28.75 19.04 nVentElectric NVT 2.9 19 24.01 –4.38 .175 1.08 0.72 PivotalInvCorp.IIWt PIC.WT ... ... .80 ... ...
27.29 2.61 Intelsat I ... dd 3.86 –0.64 ... 74.29 51.17 LasVegasSands LVS 5.4 17 58.31 –7.29 .79 60.95 25.75 Meredith MDP 9.0 dd 26.35 –4.64 .595 10.35 10.00 PivotalInvtII PIC.UT ... ... 10.25 –0.07 ...
10.08
O
101.93 71.90 ICE ICE 1.3 26 89.22 –5.53 .30 44.95 31.07 Lazard LAZ 5.2 15 35.82 –5.60 .47 76.83 40.99 MeritageHomes MTH ... 10 63.46 –9.15 ... 9.72 PivotalInvII PIC ... ... 10.01 –0.07 ...
71.02 54.11 InterContinentl IHG 2.2 26 55.13 –10.01 .859 9.19 2.47 Leaf LEAF ... dd 2.63 –0.52 ... 27.18 15.96 Meritor MTOR ... 8 22.69 –2.99 ... 25.27 12.76 PlainsAllAmPipe PAA 10.5 5 13.67 –2.17 .36
47.46 36.60 IntercorpFinSvcs IFS ... 11 38.80 –2.89 ... 159.14 105.10 Lear LEA 2.8 9 111.20 –8.11 .77 15.00 5.81 MesaRoyalty MTR 14.5 6 5.97 –1.20 .0507 25.82 12.91 PlainsGP PAGP 10.5 7 13.77 –2.49 .36
158.75 126.36 IBM IBM 5.0 12 130.15 –19.69 1.62 3.69 1.18 LeeEnterprises LEE ... 9 1.50 –0.23 ... 32.39 17.37 MesabiTrust MSB 15.2 7 17.55 –3.60 .70 24.95 16.43 OFGBancorp OFG 1.7 18 16.74 –3.05 .07 88.77 56.14 PlanetFitness PLNT ... 48 67.49 –20.03 ...
152.95 104.86 IntlFlavors IFF 2.5 30 119.78 –12.40 .75 10.50 9.95 LegacyAcqn LGC ... cc 10.40 –0.07 ... 41.70 24.33 MethodeElec MEI 1.4 11 30.66 –3.41 .11 46.43 37.16 OGE Energy OGE 4.1 18 38.10 –6.93 .3875 53.92 13.06 Plantronics PLT 4.4 dd 13.73 –0.95 .15
56.11 42.54 IntlFlavorsUn IFFT 6.8 ... 44.23 –4.53 .75 11.10 10.22 LegacyAcqnUn LGC.UT ... ... 11.07 +0.12 ... 53.28 41.41 MetLife MET 4.1 7 42.72 –8.51 .44 20.78 8.26 O-I Glass OI 1.9 dd 10.80 –2.93 .05 27.85 6.05 PlayAGS AGS ... dd 9.69 –0.89 ...
17.76 10.50 IntlGameTech IGT 7.5 47 10.64 –3.48 .20 0.60 0.22 LegacyAcqnWt LGC.WT ... ... .55 –0.02 ... 51.09 32.60 MetropolitanBk MCB ... 12 42.75 –6.26 ... 96.97 80.54 ONE Gas OGS 2.6 23 82.14 –12.02 .54 21.50 15.01 PlymouthIndREIT PLYM 8.0 dd 18.77 –2.08 .375
47.96 35.60 IntlPaper IP 5.5 12 36.96 –6.31 .5125 50.70 26.36 LeggMason LM 3.2 19 49.82 –0.53 .40 873.51 638.92 MettlerToledo MTD ... 31 701.70 –58.52 ... 78.48 63.13 ONEOK OKE 5.6 22 66.72 –10.34 .935 104.37 77.05 Polaris PII 3.0 16 82.53 –8.90 .62
31.39 15.15 IntlSeaways INSW ... dd 19.89 –0.36 ... 55.42 35.35 Leggett&Platt LEG 4.0 16 39.66 –4.99 .40 27.25 9.03 MicroFocus MFGP 11.6 dd 9.60 –0.52 .5833 10.61 10.10 OaktreeAcqn OAC.UT ... ... 10.51 +0.03 ... 37.33 23.30 PolyOne POL 3.3 15 24.76 –4.84 .2025
10.20 10.06 InterPrivate IPV.U ... ... 10.20 +0.05 ... 125.84 61.74 Leidos LDOS 1.3 22 102.65 –14.57 .34 148.88 101.82 MidAmApt MAA 3.1 42 129.26 –18.51 1.00 10.19 9.78 OaktreeAcqn OAC ... ... 10.04 –0.06 ... 63.08 49.65 PortlandGenElec POR 2.8 23 54.41 –7.96 .385
9.88 9.60 InterPrivate IPV ... ... 9.85 ... ... 2.69 1.05 LejuHoldings LEJU ... 30 1.80 ... ... 38.18 25.91 MillerIndustries MLR 2.4 9 29.71 –3.33 .18 1.90 0.80 OaktreeAcqnWt OAC.WT ... ... 1.90 +0.40 ... 113.73 94.19 PostHoldings POST ... 76 101.26 –3.76 ...
... ... InterPrivateWt IPV.WT ... ... .71 ... ... 18.85 9.86 LendingClub LC ... dd 11.01 –2.02 ... 63.75 43.88 MineralsTechs MTX .4 12 44.87 –10.46 .05 2.77 0.43 ObsidianEnergy OBE ... dd .56 –0.13 ... 18.20 13.93 PostalRealty PSTL 3.1 ... 16.10 +0.46 .17
25.20 19.56 Interpublic IPG 4.8 13 21.36 –3.05 .255 71.38 44.84 Lennar A LEN .8 10 60.34 –10.31 .125 16.95 7.43 MistrasGroup MG ... 56 7.85 –2.16 ... 68.83 29.64 OccidentalPetrol OXY 9.7 dd 32.74 –9.38 .79 3.01 0.99 PrecisionDrilling PDS ... 78 1.22 –0.15 ...
102.66 61.66 InterXion INXN ... cc 84.89 –11.74 ... 56.32 35.96 Lennar B LEN.B 1.0 8 47.81 –7.80 .125 5.54 4.49 MitsubishiUFJ MUFG 3.7 12 4.87 –0.16 .1044 21.29 9.74 OceaneeringIntl OII ... dd 10.54 –2.43 ... 16.93 9.31 PrefApartment APTS 11.0 dd 9.54 –2.83 .2625
4.39 1.70 IntrepidPotash IPI ... 12 1.77 –0.36 ... 298.49 225.07 LennoxIntl LII 1.4 22 228.13 –18.91 .77 20.07 11.96 MiXTelematics MIXT 1.5 17 13.27 –0.51 .0677 2.23 1.07 OcwenFinancial OCN ... dd 1.25 –0.15 ... 46.12 26.49 PrestigeCnsHlth PBH ... dd 37.36 –5.04 ...
11.63 4.13 Invacare IVC .7 dd 7.58 –1.43 .0125 10.79 9.22 LeoHoldings LHC ... dd 10.37 –0.12 ... 3.20 2.61 MizuhoFin MFG 4.0 39 2.65 –0.14 .0693 2.51 0.83 Oi OIBR.C ... dd 1.05 –0.19 ... 13.83 6.91 PretiumResources PVG ... 32 7.10 –0.71 ...
18.30 14.81 InvescoMtg IVR 12.4 7 16.08 –2.15 .50 11.30 10.25 LeoUn LHC.UT ... 98 10.95 –0.15 ... 11.00 7.39 MobileTeleSys MBT 7.5 9 9.70 –1.21 .3457 38.80 27.51 OilDriAmerica ODC 3.3 15 30.43 –5.93 .25 138.05 107.50 Primerica PRI 1.4 13 111.34 –20.99 .40
85.24 55.99 InvRlEst IRET 4.0 12 70.45 –6.81 .70 1.70 0.43 LeoHldgsWt LHC.WT ... ... 1.40 ... ... 35.84 16.47 ModelN MODN ... dd 29.00 –3.26 ... 21.27 7.14 OilStatesIntl OIS ... dd 7.91 –1.59 ... 42.03 26.80 ProAssurance PRA 4.6 cc 27.15 –5.55 .31
28.75 14.35 Invitae NVTA ... dd 20.38 –2.72 ... 24.50 16.00 LeviStrauss LEVI 2.7 17 16.99 –2.73 .08 16.67 6.58 ModineMfg MOD ... 36 7.46 –1.36 ... 24.10 19.22 OldRepublic ORI 4.1 6 19.72 –3.50 .21 128.09 97.75 Procter&Gamble PG 2.6 67 113.23 –13.47 .7459
32.70 22.73 InvitatHomes INVH 2.1 cc 28.69 –2.70 .15 11.82 8.76 LexingtonRealty LXP 4.1 9 10.37 –1.37 .105 45.88 29.56 Moelis MC 6.4 17 31.96 –4.60 .75 26.18 14.55 Olin OLN 4.9 dd 16.19 –2.87 .20 84.96 67.94 Progressive PGR .5 14 73.16 –8.30 .10
36.65 29.08 IronMountain IRM 8.1 33 30.41 –4.04 .6185 17.67 6.16 LibertyOilfield LBRT 3.0 17 6.69 –1.28 .05 156.60 108.93 MohawkInds MHK ... 12 121.15 –13.85 ... 45.22 34.64 OmegaHealthcare OHI 6.8 26 39.60 –5.05 .67 99.79 68.96 Prologis PLD 2.8 34 84.28 –14.95 .58
5.65 3.64 IsraelChemicals ICL 4.9 10 3.71 –0.12 .018 119.50 90.99 LifeStorage LSI 4.0 19 107.91 –9.59 1.07 159.00 106.50 MolinaHealthcare MOH ... 11 122.55 –27.25 ... 85.05 67.06 Omnicom OMC 3.8 11 69.28 –8.99 .65 25.38 7.07 ProPetro PUMP ... 5 8.76 –1.25 ...
17.50 7.84 iStar STAR 2.6 4 15.13 –1.29 .10 1.81 0.71 LightInTheBox LITB ... dd .92 –0.06 ... 64.32 47.62 MolsonCoorsB TAP 4.6 45 49.61 –5.68 .57 10.15 5.48 OmnovaSol OMN ... dd 10.11 –0.04 ... 21.00 13.07 ProSightGlobal PROS ... 15 13.40 –0.66 ...
14.45 5.85 ItauCorpBanca ITCB 2.5 10 5.93 –0.64 .2226 147.87 101.36 EliLilly LLY 2.3 25 126.13 –15.91 .74 15.53 12.76 MonmouthRealEst MNR 4.8 29 14.20 –1.20 .17 6.25 2.88 OnDeckCapital ONDK ... 9 3.49 –0.65 ... 75.25 61.85 ProsperityBcshs PB 2.8 14 64.60 –9.73 .46
10.01 6.83 ItauUnibanco ITUB .7 10 7.07 –0.55 .1121 67.52 44.03 LincolnNational LNC 3.5 10 45.39 –14.38 .40 17.95 2.59 MontageRscs MR ... 2 3.49 –0.14 ... 31.78 23.30 OneLiberty OLP 7.5 38 24.10 –3.88 .45 119.98 85.88 ProtoLabs PRLB ... 37 87.64 –10.89 ...
227.85 166.07 Linde LIN 1.8 45 191.01 –27.33 .963 287.25 167.78 Moody's MCO .9 32 240.03 –31.80 .56 16.60 9.43 OneConnectFinTech OCFT ... dd 10.85 –1.66 ... 27.85 19.69 ProvidentFinSvcs PFS 4.6 12 19.98 –2.82 .23
73.19
J 111.76
9.60
73.00
6.49
Lindsay
Linx
LNN
LINX
1.3
...
cc
95
99.03
6.95
–6.50
–0.78
.31
...
98.52
97.36
73.99
75.17
Moog A
Moog B
MOG.A
MOG.B
1.3
1.3
15
14
77.12
76.61
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–6.63
.25
.25
48.92
9.10
29.85
4.68
OneMain
OneSmartIntl
OMF
ONE
3.6
... 44
6 36.75
5.44
–11.22
+0.50
2.50
...
106.40
46.50 31.85
PrudentialFin
Prudential
PRU
PUK
5.8
3.8
7
10
75.45
33.08
–17.15
–5.31
1.10
5.2081
17.39 7.62 LionsGate A LGF.A ... dd 7.95 –2.05 ... 57.57 38.76 MorganStanley MS 3.1 9 45.03 –7.39 .35 42.50 26.51 OntoInnovation ONTO ... cc 30.57 –6.61 ... 63.88 50.14 PublicServiceEnt PEG 3.8 15 51.31 –8.65 .49
12.01 8.08 J Alexander's JAX ... 16 8.21 –2.11 ... 16.55 7.09 LionsGate B LGF.B ... dd 7.40 –2.01 ... 31.62 16.02 Mosaic MOS 1.2 dd 17.03 –2.16 .05 16.60 9.85 Ooma OOMA ... dd 12.83 –0.55 ... 266.76 202.84 PublicStorage PSA 3.8 29 209.12 –16.65 2.00
43.21 35.77 JBG SMITH Prop JBGS 2.5 76 36.68 –5.09 .225 165.27 85.01 LithiaMotors LAD 1.0 10 119.16 –10.23 .30 187.49 135.97 MotorolaSol MSI 1.5 34 165.68 –19.59 .64 31.82 23.33 Oppenheimer A OPY 2.0 6 23.73 –3.77 .12 47.37 25.24 PulteGroup PHM 1.2 11 40.20 –6.21 .12
27.00 15.33 JELD-WEN JELD ... 30 18.80 –3.12 ... 6.03 2.75 LithiumAmericas LAC ... 8 4.09 –1.17 ... 40.21 14.00 Movado MOV 5.4 6 14.70 –1.15 .20 60.50 47.90 Oracle ORCL 1.9 16 49.46 –5.22 .24 23.53 12.68 PureStorage PSTG ... dd 15.26 –2.62 ...
7.51 0.79 J.Jill JILL ... dd .85 –0.22 ... 76.60 55.77 LiveNationEnt LYV ... dd 60.77 –13.42 ... 34.11 25.19 MuellerIndustries MLI 1.4 16 27.98 –5.20 .10 16.80 13.09 Orange ORAN 4.6 15 13.38 –1.21 .4505 14.04 5.30 Puxin NEW ... dd 7.63 –0.27 ...
4.21 2.89 JMP JMP 5.0 dd 3.19 –0.06 .04 13.65 5.49 Livent LTHM ... 26 8.93 –1.13 ... 12.71 8.86 MuellerWater MWA 1.9 18 10.95 –1.57 .0525 7.00 5.04 OrchidIslandCap ORC 16.8 13 5.73 –0.96 .08 32.69 3.08 PyxusIntl PYX ... dd 3.85 –0.67 ...
141.10 98.09 JPMorganChase JPM 3.1 11 116.11 –19.70 .90 63.23 33.12 LiveRamp RAMP ... dd 35.44 –3.63 ... 31.13 16.95 MurphyOil MUR 5.3 3 18.85 –3.15 .25 28.29 12.10 OrionEngCarbons OEC 5.6 10 14.21 –3.43 .20 10.42 6.27 PzenaInvtMgmt PZN 1.8 14 6.53 –0.41 .43
44.20 24.50 Jabil JBL 1.0 25 32.05 –5.19 .08 3.58 2.30 LloydsBanking LYG 6.4 14 2.55 –0.28 .0556 121.24 77.00 MurphyUSA MUSA ... 20 97.50 –6.08 ... 5.99 1.80 OrionGroup ORN ... dd 3.93 –0.32 ... 8.47 1.62 QEP Resources QEP 3.6 dd 2.25 –0.35 .02
104.00 70.89 JacobsEngg J .8 dd 92.34 –11.52 .19 442.53 292.53 LockheedMartin LMT 2.6 17 369.87 –57.93 2.40 19.55 13.28 MyersIndustries MYE 4.0 23 13.57 –1.99 .135 89.21 68.58 Orix IX 4.0 7 79.88 –5.50 1.6088 63.84 41.11 QTS Realty QTS 3.3 dd 56.17 –6.87 .47
22.13 12.21 JamesHardie JHX 1.9 34 18.26 –1.84 .10 56.88 43.97 Loews L .5 15 45.63 –8.00 .0625 26.02 4.14 MyovantSciences MYOV ... dd 10.30 –1.07 ... 87.07 54.00 OrmatTech ORA .6 41 69.68 –16.54 .11 93.90 64.10 Q2Holdings QTWO ... dd 75.37 –9.40 ...
27.50 17.68 JanusHenderson JHG 6.8 10 21.20 –4.82 .36 13.18 4.15 LomaNegra LOMA ... 8 5.80 –0.57 ... 95.62 66.04 Oshkosh OSK 1.7 9 72.15 –12.54 .30 43.16 25.04 Qiagen QGEN ... dd 35.90 –1.48 ...
8.08 .0378
24.03
22.20
16.53
17.21
JefferiesFin
JerniganCap
JEF
JCAP
3.0
5.1 16
6 19.71
17.92
–3.85
–2.41
.125
.23
34.35
126.73
21.82
91.60
LouisianaPacific
Lowe's
LPX
LOW
2.0
2.1
dd
19
28.45
106.57
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10.45 9.99
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OspreyTechUn
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dd
...
8.21
10.37
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14.72
224.30
3.63
141.79
QuadGraphics
QuakerChemical
QUAD
KWR
12.5
1.0
dd
80
4.80
157.57
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.385
7.97 1.00 JianpuTech JT ... dd 1.00 –0.16 ... 2.65 1.07 Luby's LUB ... dd 2.36 –0.14 ... 10.33 9.70 OspreyTechA SFTW ... ... 9.90 –0.01 ... 20.42 14.54 QuanexBldg NX 1.9 dd 16.80 –2.46 .08
28.84 14.11 JinkoSolar JKS ... 14 22.84 –4.37 ... 14.44 6.59 LumberLiqu LL ... 29 9.80 –0.65 ... 66.40 36.05 NACCO Inds NC 1.8 7 41.22 –7.13 .19 1.05 0.74 OspreyTechWt SFTW.WT ... ... 1.00 +0.03 ... 44.09 32.11 QuantaServices PWR .5 14 38.13 –1.89 .05
127.97 85.39 JohnBeanTech JBT .4 24 96.86 –14.94 .10 26.25 14.65 Luxfer LXFR 3.2 dd 15.51 –0.74 .125 35.87 24.69 NCR NCR ... 8 25.20 –6.08 ... 31.20 21.91 OutfrontMedia OUT 5.5 27 26.34 –4.06 .38 9.21 2.14 Qudian QD ... 1 2.62 –0.11 ...
154.50 126.10 J&J JNJ 2.8 24 134.48 –15.45 .95 29.27 11.75 Lydall LDL ... dd 11.91 –9.88 ... 15.71 7.73 NGL Energy NGL 19.1 dd 8.16 –1.27 .39 2.72 1.46 OverseasShip OSG ... dd 1.72 –0.27 ... 113.97 82.59 QuestDiag DGX 2.1 17 106.06 –7.09 .56
44.82 34.74 JohnsonControls JCI 2.8 94 36.57 –5.88 .26 98.91 68.50 LyondellBasell LYB 5.9 7 71.46 –11.45 1.05 10.63 1.19 NIO NIO ... dd 4.13 +0.05 ... 38.50 10.08 Ovintiv OVV 3.2 77 11.55 –4.27 .0938 5.89 1.12 QuintanaEnergy QES ... dd 2.23 –0.04 ...
178.55 124.01 JonesLang JLL .6 14 147.77 –13.43 .43 5.45 3.04 NL Industries NL ... 7 3.37 –0.43 ... 8.43 2.43 Owens&Minor OMI .1 dd 6.83 –0.12 .0025 2.85 0.54 QuorumHealth QHC ... dd 1.05 –0.11 ...
15.32 8.39
27.80
49.77 3.41
JumeiIntl
JumiaTech
JMEI
JMIA
...
...
...
...
19.37
4.11
+3.26
–1.77
...
... M 15.72
43.66 31.90
NOW
NRG Energy
DNOW
NRG
...
3.6
dd
2
8.83
33.21
–0.70
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...
.30
68.72
19.19
44.46
14.69
OwensCorning
OwlRock
OC
ORCC
1.7
8.1
15
12
56.49
15.23
–9.32
–0.59
.24
.08
11.99 6.92 QuotientTech QUOT ... dd 8.95 –0.98 ...
10.59 58.21
R
9.98 JuniperIndustrial JIH.UT ... ... 10.40 –0.05 ... 4071.13 2586.54 NVR NVR ... 17 3667.18 –363.96 ... 85.36 OxfordIndustries OXM 2.5 15 60.39 –7.11 .37
10.23 9.75 JuniperIndlA JIH ... ... 9.92 –0.09 ... 175.72 136.38 M&T Bank MTB 3.1 10 140.38 –28.19 1.10 4.08 1.50 NaborsIndustries NBR 2.3 dd 1.76 –0.54 .01
7.56 6.70
PQ
1.10 0.50 JuniperIndlWt JIH.WT ... ... .90 –0.15 ... 10.90 MBIA MBI ... dd 7.80 –1.49 ... 10.75 NamTaiProperty NTP ... dd 6.80 –1.16 ...
28.77 20.71 JuniperNetworks JNPR 3.8 21 21.22 –2.92 .20 48.99 27.13 MDC Holdings MDC 3.4 11 39.34 –6.49 .33 38.92 29.80 NatlBankHoldings NBHC 2.6 12 30.59 –3.73 .20 27.26 21.20 RELX RELX 2.4 25 24.15 –2.74 .418
5.95 1.05 JupaiHoldings JP ... dd 1.32 +0.16 ... 32.22 24.37 MDU Rscs MDU 3.0 16 27.73 –4.13 .2075 61.71 35.29 NationalFuelGas NFG 4.8 11 36.61 –6.37 .435 44.16 24.67 RE/MAX RMAX 3.0 21 29.15 –4.69 .22
4.42 0.76 JustEnergy JE .0 dd .86 –0.05 .0939 8.09 6.93 MFA Financial MFA 11.1 9 7.23 –0.67 .20 69.08 48.84 NationalGrid NGG 4.8 23 63.26 –5.49 1.0673 35.15 21.10 PBF Energy PBF 5.4 8 22.39 –5.17 .30 14.99 7.59 REV REVG 2.6 dd 7.83 –2.18 .05
15.24 11.84 MGIC Investment MTG 2.0 6 12.03 –1.33 .06 91.12 73.62 NatlHealthInv NHI 5.4 22 81.73 –9.06 1.1025 22.07 17.66 PBF Logistics PBFX 11.0 11 18.97 –2.29 .52 256.27 84.11 RH RH ... 23 181.40 –55.05 ...
27.45 18.01 .05
K 34.37 MGMGrowthProp MGP 6.5 30 28.70 –5.46 .47 29.37 NatlOilwell NOV 1.1 dd 18.71 –4.50 25.19 3.55 PG&E PCG ... dd 15.50 –2.42 ... 99.93 68.67 RLI RLI 1.1 19 80.38 –10.73 .23
34.64 23.68 MGM Resorts MGM 2.4 6 24.56 –6.83 .15 113.60 76.67 NatlPrestoInds NPK 1.3 13 78.58 –12.85 5.00 18.48 13.30 PGT Innovations PGTI ... 21 15.17 –2.39 ... 19.04 13.02 RLJ Lodging RLJ 10.0 22 13.21 –2.86 .33
48.02 25.00 MI Homes MHO ... 8 37.23 –5.34 ... 59.26 49.31 NatlRetailProp NNN 4.1 33 50.85 –7.30 .515 53.21 35.99 PJT Partners PJT .4 37 44.95 –6.80 .05 10.30 9.95 RMG Acqn RMG.UT ... ... 10.26 +0.02 ...
28.61 17.84 KAR Auction KAR 3.9 14 19.25 –3.00 .19 16.50 1.76 MOGU MOGU ... dd 1.82 –0.11 ... 38.22 27.16 NatlStorage NSA 3.9 dd 33.74 –2.91 .33 25.72 18.54 PLDT PHI 5.1 12 19.00 –0.89 .6935 10.10 9.03 RMGAcqn RMG ... ... 10.05 –0.03 ...
42.90 30.83 KB Fin KB 4.3 5 32.27 –1.73 1.6631 34.59 17.68 MPLX MPLX 13.3 17 20.29 –2.96 .6875 23.90 18.72 Natura&Co NTCO ... 64 19.96 –1.87 ... 161.79 118.70 PNC Fin PNC 3.6 11 126.40 –27.40 1.15 1.00 0.57 RMG Acqn Wt RMG.WT ... ... .73 ... ...
40.51 21.69 KB Home KBH 1.1 11 32.59 –7.27 .09 18.91 8.37 MRC Global MRC ... 52 8.70 –1.04 ... 19.22 9.61 NaturalGasSvcs NGS ... dd 9.88 –0.95 ... 56.14 43.43 PNM Resources PNM 2.6 dd 47.08 –7.43 .3075 13.11 3.29 RPC RES .0 dd 3.44 –0.75 .05
31.92 18.12 KBR KBR 1.5 18 25.96 –5.14 .10 142.34 96.01 MSA Safety MSA 1.4 35 121.67 –10.30 .42 14.34 6.82 NaturalGrocers NGVC 4.1 17 6.90 –1.23 .07 61.22 39.25 POSCO PKX 4.8 17 40.29 –3.34 1.0612 77.47 53.40 RPM RPM 2.2 25 64.11 –9.63 .36
34.14 22.01 KKR KKR 1.7 8 28.60 –4.51 .125 335.43 179.45 MSCI MSCI .9 45 295.44 –13.64 .68 44.71 12.86 NaturalResPtrs NRP 13.0 dd 13.80 –3.40 .45 134.36 100.23 PPG Ind PPG 2.0 20 104.45 –14.46 .51 15.18 11.26 RPTRealty RPT 6.8 13 12.96 –1.70 .22
22.03 18.82 KKR RealEstFin KREF 8.8 12 19.64 –2.10 .43 86.16 60.60 MSC Industrial MSM 4.9 12 61.82 –9.44 5.00 5.63 1.11 Natuzzi NTZ ... 1 1.41 –0.32 ... 36.83 28.55 PPL PPL 5.5 13 30.01 –5.61 .415 5.52 1.68 RR Donnelley RRD 6.3 dd 1.90 –0.63 .03
13.72 9.61 KT KT ... 9 9.65 –0.65 ... 24.79 12.25 MSG Networks MSGN ... 5 12.64 –1.57 ... 6.83 1.20 Nautilus NLS ... dd 3.22 –0.25 ... 17.26 12.58 PQ Group PQG ... 23 13.27 –1.97 ... 3.12 0.25 RTW Retail RTW ... dd .28 –0.12 ...
37.43 15.73 K12 LRN ... 25 19.88 +3.12 ... 10.45 8.62 MVC Capital MVC 7.6 10 8.92 –1.18 .17 13.99 8.81 NavigatorHldgs NVGS ... dd 9.21 –2.04 ... 75.40 40.34 PROS PRO ... dd 45.79 –5.44 ... 8.80 4.62 RYBEducation RYB ... dd 4.69 –0.52 ...
114.05 77.67 Kadant KAI 1.0 20 90.82 –8.73 .23 9.10 4.36 MV Oil MVO 20.3 4 4.56 –0.49 .19 11.52 4.35 NaviosMaritime NNA 23.8 dd 5.04 –0.11 .30 192.13 142.44 PSBusinessParks PSB 2.8 38 148.55 –19.21 1.05 7.43 0.70 RaMedicalSys RMED ... dd 1.45 –0.35 ...
5.50 1.63 Kadmon KDMN ... dd 4.64 –0.43 ... 44.73 19.94 Macerich MAC 14.7 27 20.42 –3.28 .75 8.10 1.69 NaviosMaritime NM ... dd 3.22 –0.11 ... 134.24 67.41 PVH PVH .2 9 74.11 –10.56 .0375 26.32 19.88 RadianGroup RDN 2.4 7 21.24 –2.49 .125
1.59 0.17 KaleyraWt KLR.WT ... ... 1.13 –0.10 ... 24.88 18.31 Mack-Cali CLI 4.2 9 18.98 –2.50 .20 21.30 8.70 NaviosMaritime NMM 13.4 dd 8.97 –2.02 .30 2.37 0.18 PacificCoastOil ROYT 54.8 1 .32 –0.07 .0038 30.86 11.28 Rafael RFL ... dd 18.76 –2.32 ...
68.24 50.75 Kaman KAMN 1.4 18 55.46 –8.49 .20 45.93 36.58 MacquarieInfr MIC 10.2 22 39.25 –6.23 1.00 39.52 21.32 NavistarIntl NAV ... 16 36.31 –1.05 ... 15.66 1.05 PacificDrilling PACD ... dd 1.56 +0.06 ... 133.63 82.69 RalphLauren RL 2.6 12 105.51 –11.95 .6875
178.59 107.89 KSCitySouthern KSU 1.1 28 150.68 –23.55 .40 26.33 12.41 Macy's M 11.4 7 13.23 –3.00 .3775 77.55 56.67 Neenah NP 3.3 18 57.77 –6.89 .47 114.78 87.85 PackagingCpAm PKG 3.5 12 90.62 –11.74 .79 11.54 2.14 RangeResources RRC 2.9 dd 2.77 –0.37 .02
71.05 51.34 Kellogg K 3.8 22 60.47 –5.05 .57 316.39 247.58 MadisonSquGarden MSG ... dd 267.82 –42.68 ... 69.97 50.58 Nelnet NNI 1.5 18 53.10 –5.24 .20 59.82 17.98 PagerDuty PD ... dd 20.60 –0.44 ... 8.76 4.77 RangerEnergySvcs RNGR ... 22 6.88 –0.12 ...
27.61 15.87 Kemet KEM .8 11 26.08 –0.04 .05 67.75 52.30 MagellanMid MMP 7.5 12 54.55 –5.90 1.0275 9.46 3.26 NeoPhotonics NPTN ... dd 6.61 –0.59 ... 53.43 24.26 PagSeguroDig PAGS ... 31 31.37 –5.21 ... 10.35 4.32 Ranpak PACK ... dd 8.31 +0.03 ...
91.98 66.25 Kemper KMPR 1.7 9 68.84 –9.29 .30 57.09 42.51 MagnaIntl MGA 3.5 8 45.82 –5.73 .40 10.45 2.42 Nesco NSCO ... dd 3.05 –0.95 ... 251.11 181.06 PaloAltoNtwks PANW ... dd 184.62 –58.38 ... 1.50 0.51 RanpakWt PACK.WT ... ... 1.49 +0.04 ...
42.03 26.45 Kennametal KMT 2.9 18 27.80 –3.18 .20 16.06 7.27 MagnaChipSem MX ... dd 11.43 –3.08 ... 1.70 0.29 NescoWt NSCO.WT ... ... .34 –0.08 ... 36.41 11.39 PampaEnergia PAM ... 1 11.85 –1.40 ... 102.45 72.94 RaymondJames RJF 1.8 11 83.63 –13.98 .37
23.50 19.85 KennedyWilson KW 4.4 13 20.21 –1.90 .22 14.13 6.88 MagnoliaOil MGY ... 37 7.51 –1.06 ... 148.05 42.82 Nevro NVRO ... dd 130.15 –8.09 ... 16.73 5.67 PanhandleOil&Gas PHX 2.4 dd 6.65 +0.38 .04 15.66 1.98 RayonierAdvMatls RYAM .0 dd 2.45 –0.30 .07
23.05 16.01 KenonHoldings KEN 18.7 dd 16.41 –2.35 1.21 45.10 33.88 MainStreetCap MAIN 6.6 19 36.93 –7.37 .205 10.83 8.60 NewFrontierHlth NFH ... dd 9.50 –0.35 ... 25.69 16.04 ParPacific PARR ... 23 16.59 –3.14 ... 33.10 25.27 Rayonier RYN 4.1 58 26.53 –3.19 .27

High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. NYSE CUMULATIVE DAILY BREADTH vs DJIA
233.48 169.64 Raytheon RTN 2.0 16 188.56 –33.62 .9425 186.40 119.91 SimonProperty SPG 6.8 18 123.08 –19.17 2.10 18.89 14.86 TejonRanch TRC ... cc 15.08 –1.39 ...
16.90 14.27 ReadyCapital RC 11.0 9 14.50 –1.85 .40 88.25 55.80 SimpsonMfg SSD 1.2 27 79.43 –5.69 .23 148.00 48.57 TeladocHealth TDOC ... dd 124.96 +11.42 ...
13.91 4.33 Realogy RLGY .0 dd 9.27 –3.84 .09 119.42 49.65 SiteOneLandscape SITE ... 55 99.25 –13.02 ... 14.19 4.90 Telaria TLRA ... dd 12.22 –1.40 ... Traders Stay Home: As Wall Street donned masks and gloves, the S&P
84.92 66.21 RealtyIncome O 3.9 52 72.39 –10.05 .2325 59.52 24.91 SixFlags SIX 4.0 12 25.28 –7.35 .25 18.55 8.53 TelecomArgentina TEO 10.7 dd 11.60 –0.39 .2888
8.69 2.41 RedLionHotels RLH ... dd 2.57 –0.39 ... 44.50 27.20 SkechersUSA SKX ... 15 33.08 –3.82 ... 398.99 224.84 TeledyneTech TDY ... 31 337.32 –48.34 ... 500 spilled 11.5% for the week to finish at 2,954. Breadth bombed on
18.01 15.25 RedwoodTrust RWT 7.0 12 17.08 –0.36 .30 37.03 18.39 SkylineChamp SKY ... 24 25.48 –3.56 ... 398.65 271.56 Teleflex TFX .4 34 335.02 –35.38 .34
90.19 67.74 RegalBeloit RBC 1.5 14 77.64 –12.03 .30 42.00 19.53 SlackTech WORK ... dd 27.02 –1.42 ... 14.68 10.91 TelefonicaBras VIV 6.6 15 11.93 –0.95 .1946 the NYSE, with losers outnumbering winners by 30-to-1.
34.93 22.98 RegionalMgmt RM ... 7 25.65 –2.44 ... 55.79 34.58 Smartsheet SMAR ... dd 46.30 –2.45 ... 9.01 5.75 Telefonica TEF 5.8 16 5.91 –0.67 .2219 BREADTH DJIA
17.54 13.17 RegionsFin RF 4.6 9 13.52 –2.81 .155 56.66 38.76 SmithAO AOS 2.4 18 39.55 –4.54 .24 31.48 23.63 TelekmIndonesia TLK 2.6 17 24.25 –2.56 .7724
23.27 12.23 Regis RGS ... dd 12.76 –0.82 ... 52.26 37.69 Smith&Nephew SNN 1.6 28 45.08 –5.37 .462 34.12 18.28 Telephone&Data TDS 3.4 20 20.14 –2.08 .17
169.26 121.15 ReinsGrp RGA 2.3 9 122.03 –29.64 .70 128.43 100.14 Smucker SJM 3.4 19 102.99 –7.88 .88 100.39 54.93 TempurSealy TPX ... 22 74.75 –16.22 ...
554000 29450
122.17 82.62 RelianceSteel RS 2.4 10 102.29 –8.66 .625 19.76 9.16 Snap SNAP ... dd 14.17 –2.53 ... 30.32 17.72 Tenaris TS 3.0 13 18.20 –2.12 .26 BREADTH 541,359
202.68 141.00 RenaissanceRe RNR .8 10 170.40 –27.89 .35 174.00 141.02 SnapOn SNA 3.0 12 144.75 –15.32 1.08 19.97 11.27 TencentMusic TME ... 69 12.13 –0.61 ...
s
2.09 0.86 ReneSola SOL ... dd 1.31 –0.40 ... 41.04 22.71 SOQUIMICH SQM 2.9 23 27.38 –4.47 .1494 39.37 17.18 TenetHealthcare THC ... dd 26.28 –7.92 ... 536400 28500
7.41 1.25 Renren RENN ... 1 1.29 –0.28 ... 7.12 3.25 Sogou SOGO ... 21 4.25 +0.14 ... 87.06 56.76 Tennant TNC 1.2 29 71.54 –11.17 .22
10.48 9.62 ReplayAcqn RPLA ... cc 10.11 –0.04 ... 19.31 10.20 SolarisOilfield SOI 4.0 6 10.60 –2.51 .105 35.36 7.62 Tenneco TEN .0 dd 9.17 –1.46 .25
10.57 9.99 ReplayAcqnUn RPLA.UT ... ... 10.35 –0.22 ... 21.66 16.21 SolarWinds SWI ... cc 18.22 +0.16 ... 49.42 18.74 Teradata TDC ... dd 19.94 –2.90 ... s DJIA
0.85 0.30 ReplayAcqnWt RPLA.WT ... ... .75 –0.10 ... 35.41 13.70 SonicAutomotive SAH 1.4 8 28.00 –0.10 .10 34.71 21.28 Terex TEX 2.2 30 22.01 –3.17 .12 518800 27550
100.91 76.13 RepublicSvcs RSG 1.8 27 90.26 –9.17 .405 66.57 47.25 SonocoProducts SON 3.6 17 48.21 –8.97 .43 62.31 40.44 TerrenoRealty TRNO 2.0 64 54.87 –7.21 .27
26.22 8.45 ResideoTech REZI ... 37 10.75 +0.67 ... 73.86 41.91 Sony SNE .4 13 62.20 –3.74 .1828 2.66 1.11 TetraTech TTI ... dd 1.26 –0.15 ...
177.99 96.81 ResMed RMD 1.0 51 158.96 –14.92 .39 34.48 26.58 SoJerseyInd SJI 4.4 32 27.05 –6.16 .295 17.23 6.07 TevaPharm TEVA ... dd 11.53 –1.66 ...
8.31 2.58 ResoluteForest RFP ... dd 2.66 –0.35 ... 54.85 45.49 SouthJerseyIndsUn SJIU 7.9 ... 46.08 –6.39 .9063 915.66 565.10 TexasPacLand TPL 1.4 17 695.80 –69.20 6.00
501200 26600
79.46 57.05 RestaurantBrands QSR 3.6 31 58.50 –7.37 .52 71.10 49.35 Southern SO 4.1 13 60.36 –8.63 .62 11.75 6.40 Textainer TGH ... 8 8.25 –1.78 ...
14.30 10.06 RetailPropofAmer RPAI 6.3 70 10.47 –1.74 .1656 57.75 49.97 SouthernUnSeriesA SOLN 6.3 ... 50.36 –5.70 .8438 58.00 38.41 Textron TXT .2 12 40.60 –6.76 .02
38.85 27.62 RetailValue RVI 7.4 6 27.79 –5.67 2.05 44.82 29.39 SoCopper SCCO 4.8 18 33.65 –4.20 .40 342.26 246.67 ThermoFisherSci TMO .3 32 290.80 –44.14 .22 483600 25650
27.46 13.58 Revlon REV ... dd 17.31 –2.08 ... 58.83 44.98 SouthwestAir LUV 1.6 11 46.19 –10.34 .18 27.73 17.25 Thermon THR ... 27 17.57 –3.63 ...
48.36 14.35 Revolve RVLV ... dd 16.30 –4.69 ... 92.94 64.01 SouthwestGas SWX 3.4 16 64.68 –14.46 .57 11.95 8.53 ThirdPointReins TPRE ... 4 8.92 –2.13 ...
98.79 65.11 RexAmerRes REX ... cc 70.01 –9.91 ... 4.90 1.15 SouthwesternEner SWN ... 1 1.42 –0.24 ... 82.50 53.73 ThomsonReuters TRI 1.9 24 74.48 –6.60 .38
53.48 33.72 RexfordIndlRealty REXR 1.8 cc 46.77 –6.58 .215 10.72 10.05 SpartanEnergy SPAQ.UT ... cc 10.72 +0.26 ... 89.45 42.05 ThorIndustries THO 2.1 24 75.41 –10.57 .40 466000 24700
35.64 24.24 Rexnord RXN 1.1 22 29.16 –6.06 .08 10.26 9.77 SpartanEnergy SPAQ ... 77 10.18 –0.01 ... 14.50 6.47 3D Systems DDD ... dd 9.16 –2.80 ... A M J J A S O N D J F
252.20 98.19 RingCentral RNG ... dd 235.75 –0.16 ... 1.21 0.48 SpartanEnerWt SPAQ.WT ... ... .68 –0.06 ... 219.75 145.97 3M MMM 3.9 19 149.24 –7.69 1.47
64.02 44.63 RioTinto RIO 7.1 6 46.93 –7.69 1.51 66.50 45.04 SpectrumBrands SPB 3.1 dd 53.89 –7.87 .42 25.11 12.50 Tidewater TDW ... dd 13.89 –1.93 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
45.16 31.84 RitchieBros RBA 2.0 29 39.70 –3.85 .20 88.00 73.82 Spire SR 3.3 22 75.05 –11.97 .6225 4.35 0.98 TidewaterWtA TDW.WTA ... ... 1.62 –0.49 ... added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
23.88 5.04 RiteAid RAD ... dd 13.62 –2.42 ... 100.34 51.11 SpiritAeroSys SPR .1 9 52.84 –12.55 .01 3.90 0.65 TidewaterWtB TDW.WTB ... ... 1.25 –0.77 ...
14.75 6.02 RoadrunnerTrans RRTS ... dd 7.39 +0.18 ... 58.55 27.98 SpiritAirlines SAVE ... 6 28.45 –12.65 ... plot. Dec. 31, 1985 =1000.
134.42 78.60 Tiffany TIF 1.7 30 133.59 –0.65 .58
69.08 48.74 RobertHalf RHI 2.7 13 50.41 –8.80 .34 54.63 36.69 SpiritRealtyCap SRC 5.5 25 45.50 –8.61 .625 12.75 6.13 Tilly's TLYS .0 8 6.50 –0.63 1.00
209.61 143.91 Rockwell ROK 2.2 23 183.50 –25.87 1.02 161.38 110.57 Spotify SPOT ... dd 137.12 –9.83 ... 58.78 37.74 Timken TKR 2.5 10 44.84 –7.11 .28
55.15 45.58 RogersComm B RCI 3.3 15 45.89 –3.33 .3825 20.54 12.25 SpragueRscs SRLP 21.7 6 12.29 –2.43 .6675 12.74 4.86 TimkenSteel TMST ... dd 5.07 –0.35 ...
206.43 106.01 Rogers ROG ... 46 116.00 +5.82 ... 10.16 4.26 Sprint S ... dd 9.19 –0.86 ... 52-Week Tick Div 52-Week Tick Div
7.25 1.88 TItanIntl TWI .9 dd 2.22 +0.03 .005 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
43.91 31.36 Rollins ROL 1.3 60 37.44 –2.99 .12 87.25 54.41 Square SQ ... cc 83.33 –0.16 ... 49.31 34.34 Toll Bros TOL 1.2 10 37.03 –10.81 .11
395.00 315.09 RoperTech ROP .6 21 351.70 –35.55 .5125 23.38 14.77 St.Joe JOE ... 44 19.67 –1.86 ... 40.82 31.72 TootsieRoll TR 1.1 34 32.08 –2.94 .09 63.18 48.50 Universal UVV 6.2 14 49.35 –1.48 .76 105.17 83.44 WasteConnections WCN .8 45 96.49 –6.84 .185
26.88 13.76 RosettaStone RST ... dd 17.27 –1.83 ... 9.50 0.48 StageStores SSI ... dd .58 –0.04 ... 125.66 58.38 TopBuild BLD ... 18 101.00 –22.01 ... 132.41 70.53 UniversalHealth UHT 2.5 78 107.72 –17.41 .685 126.79 97.55 WasteMgt WM 2.0 28 110.81 –13.75 .545
82.74 73.19 RoyalBkCanada RY 4.3 11 74.47 –8.15 .8146 55.85 42.03 StandardMotor SMP 2.3 17 44.00 –6.65 .25 84.26 64.42 Toro TTC 1.4 28 71.43 –10.42 .25 157.79 117.77 UniversalHealthB UHS .6 14 123.74 –18.98 .20 255.21 189.12 Waters WAT ... 22 194.89 –21.49 ...
7.31 4.33 RoyalBkScotland RBS 2.1 7 4.63 –0.66 .1296 82.82 59.28 StandexInt SXI 1.4 18 63.43 –10.60 .22 59.55 50.38 TorontoDomBk TD 4.3 10 51.61 –5.70 .5928 35.31 20.61 UnivInsurance UVE 3.1 8 20.69 –2.68 .16 183.00 136.45 Watsco WSO 4.1 25 156.98 –11.49 1.60
135.32 70.50 RoyalCaribbean RCL 3.9 9 80.41 –25.70 .78 173.67 126.37 StanleyBlackDck SWK 1.9 23 143.70 –14.40 .69 10.08 9.61 TortoiseAcqn SHLL ... cc 10.03 –0.02 ... 9.76 2.85 UnvlTechInst UTI ... dd 7.40 –0.36 ... 181.50 139.54 Watsco B WSO.B 4.2 24 152.51 –21.75 1.60
66.48 42.11 RoyalDutchA RDS.A 7.3 11 44.03 –5.14 .94 112.04 90.01 StanleyB&D Un SWT 5.7 ... 93.63 –9.55 1.3125 10.38 9.95 TortoiseAcqn SHLL.UT ... ... 10.21 –0.05 ... 38.29 22.61 UnumGroup UNM 4.9 4 23.31 –6.66 .285 114.45 76.15 WattsWater WTS 1.0 24 93.91 –12.20 .23
67.45 42.28 RoyalDutchB RDS.B 8.4 11 44.53 –4.98 .94 112.05 92.85 StanleyBlackDeckUn SWP 5.5 ... 97.80 –5.44 1.3438 0.75 0.33 TortoiseAcqnWt SHLL.WT ... ... .33 –0.26 ... 21.74 15.76 UrbanEdgeProp UE 5.4 19 16.20 –2.33 .22 173.72 52.41 Wayfair W ... dd 63.21 –16.93 ...
13.11 5.35 RubiconProject RUBI ... dd 11.35 –1.26 ... 31.94 20.22 Stantec STN 1.5 23 29.89 –1.25 .1163 58.82 41.32 Total TOT ... 10 43.14 –4.86 ... 19.87 15.75 UrstadtBiddle UBP 5.9 30 16.83 –1.77 .25 58.25 37.16 WebsterFin WBS 4.2 9 37.97 –8.23 .40
67.65 35.36 RyderSystem R 5.9 dd 38.04 –2.74 .56 10.25 8.70 StarGroup SGU 5.6 14 8.98 –0.03 .125 10.34 4.61 TownsquareMedia TSQ 3.4 dd 8.91 –0.63 .075 24.88 19.76 UrstadtProp A UBA 5.4 36 20.61 –2.27 .28 12.33 1.96 Weidai WEI ... 2 2.04 –0.42 ...
12.54 6.21 RyersonHolding RYI ... 6 8.33 –0.24 ... 8.53 4.37 Starrett A SCX ... 6 4.56 –0.75 ... 145.41 116.81 ToyotaMotor TM 2.7 8 130.75 –8.29 1.8299 101.04 58.30 UsanaHealth USNA ... 15 66.10 –4.36 ... 32.17 25.83 WeingartenRealty WRI 5.9 11 26.93 –4.19 .395
91.57 68.54 RymanHospitality RHP 5.2 25 69.51 –19.49 .95 8.93 6.00 Startek SRT ... dd 6.23 –1.29 ... 8.50 5.69 Transalta TAC 1.7 dd 7.48 –1.02 .0301 50.69 35.00 WeisMarkets WMK 3.3 16 37.25 –0.65 .31
26.33 21.26 StarwoodProp STWD 8.7 12 22.18 –3.80 .48 12.67
S 85.89 48.62 StateStreet STT 3.1 12 68.11 –9.02 .52
41.50 22.85 TrancntlRlty TCI ... 2 31.75 –2.90 ...
V 19.81
39.75
Welbilt WBT ... 33 13.22 –0.79 ...
673.51 421.98 TransDigm TDG .0 43 557.81 –72.09 32.50 54.75 WellsFargo WFC 5.0 10 40.85 –6.85 .51
14.33 10.26 SteelPartners SPLP ... dd 10.50 –0.37 ... 9.79 2.86 Transocean RIG ... dd 3.35 –0.81 ... 93.17 71.18 Welltower WELL 4.7 62 74.82 –12.29 .87
23.02 14.45 Steelcase SCS 3.6 13 16.22 –2.59 .145 16.07 5.31 TransportadGas TGS ... 2 5.61 –0.82 ... 10.18 7.79 VEREIT VER 6.4 dd 8.66 –1.46 .1375 61.32 39.83 WescoIntl WCC ... 8 40.57 –7.73 ...
140.67 106.11 SAP SAP 1.0 39 123.57 –13.06 1.7119 105.87 82.88 Stepan SCL 1.3 20 87.83 –12.83 .275 70.00
101.16 63.13 TransUnion TRU .3 49 88.92 –8.48 .075 100.25 VF VFC 2.7 22 72.00 –11.72 .48 176.66 101.15 WestPharmSvcs WST .4 47 150.56 –19.60 .16
312.94 194.95 S&P Global SPGI 1.0 31 265.91 –27.34 .67 168.98 118.18 Steris STE .9 35 158.62 –9.33 .37 155.09 117.38 Travelers TRV 2.7 12 119.81 –15.35 .82 28.75 20.47 VICI Prop VICI 4.7 20 25.06 –3.09 .2975 58.94 38.55 WestAllianceBcp WAL 2.2 10 46.04 –9.88 .25
10.55 10.09 SC Health SCPE.UT ... ... 10.50 –0.03 ... 22.17 16.10 SterlingBancorp STL 1.7 8 16.58 –3.07 .07 10.54 5.56 TrecoraResources TREC ... dd 5.65 –0.83 ... 6.86 3.42 VOC Energy VOC 18.3 5 3.60 –0.43 .11 11.33 9.31 WesternAssetMort WMC 12.4 13 10.02 –1.16 .31
10.25 9.78 SC Health SCPE ... ... 9.99 –0.06 ... 44.49 32.61 StewartInfo STC 3.3 11 36.18 –4.12 .30
1.35 0.95 SC Health Wt SCPE.WT ... ... 1.04 +0.04 ... 23.48 14.89 Tredegar TG 2.8 7 17.06 –2.94 .12 2.75 1.40 VaalcoEnergy EGY ... 11 2.00 –0.11 ... 35.75 12.03 WesternMidstrm WES 18.9 10 13.06 –2.40 .622
69.10 49.63 StifelFinancial SF 1.2 10 54.44 –12.27 .17
10.48 10.00 SCVX SCVX.UT ... ... 10.29 –0.09 ... 23 67.88 36.40 TreeHouseFoods THS ... dd 38.11 –6.36 ... 255.37 200.55 VailResorts MTN 3.3 29 212.61 –39.06 1.76 28.45 17.52 WesternUnion WU 4.0 9 22.39 –3.38 .225
31.98 14.28 STMicroelec STM .7 27.40 –3.10 .06 2.78 51.14
51.42 34.84 Seacor CKH ... 30 37.30 –4.26 ... dd 109.12 57.55 Trex TREX ... 39 95.65 –10.64 ... 18.40 Valaris VAL .0 dd 3.69 –0.51 .04 78.08 WestlakeChem WLK 1.9 17 55.87 –6.33 .2625
4.65 1.00 StoneMor STON ... 1.06 –0.03 ... 9.53 20.67 12
15.17 7.32 SeacorMarine SMHI ... dd 7.95 –0.80 ... 34.46 20.00 Stoneridge SRI ... 10 22.10 –7.52 ... 10.70 10.00 TrineAcqnUn TRNE.UT ... cc 10.63 –0.02 ... 14.19 Vale VALE ... dd 9.82 –1.60 ... 26.48 WestlakeChemPtrs WLKP 8.9 20.67 –2.64 .4714
10.15 9.61 TrineAcqn TRNE ... cc 10.09 –0.03 ... 101.99 62.41 ValeroEnergy VLO 5.9 11 66.25 –16.65 .98 20.56 14.93 WestpacBanking WBK 7.8 11 15.23 –1.76 .551
15.10 11.71 SFL SFL 11.5 ... 12.14 –1.07 .35 226.30 174.84 Stryker SYK 1.2 35 190.59 –33.71 .575
1.13 0.61 TrineAcqnWt TRNE.WT ... ... 1.00 ... ... 4.45 1.22 Valhi VHI 5.8 8 1.39 –0.19 .02 44.39 31.34 WestRock WRK 5.6 10 33.25 –7.60 .465
52.67 24.90 SINOPEC SHI 12.7 8 25.44 –1.58 3.718 21.22 14.80 StudioCity MSC ... 32 17.50 –1.88 ...
76.92 48.69 TriNet TNET ... 18 52.86 –6.74 ... 154.86 110.97 ValmontInds VMI 1.3 16 116.22 –17.93 .45 39.84 24.24 Westwood WHG 6.8 36 25.38 –2.29 .43
15.85 11.00 SITE Centers SITC 7.0 35 11.51 –1.68 .20 57.86 39.31 SturmRuger RGR 1.5 26 48.04 –5.90 .18 dd
24.64 16.03 TrinityIndustries TRN 3.7 19 20.35 –2.50 .19 23.90 16.90 Valvoline VVV 2.3 16 19.50 –2.84 .113 31.58 22.35 Weyerhaeuser WY 5.2 25.98 –4.75 .34
74.99 58.60 SJW Group SJW 2.1 75 61.18 –10.56 .32 24.89 18.50 SuburbanPropane SPH 12.3 15 19.57 –1.60 .60
20.50 10 .40 24.63 7.60 Vapotherm VAPO ... dd 8.66 –0.67 ... 34.00 19.73 WheatonPrecMet WPM 1.3 cc 28.50 –4.41 .09
25.80 19.01 SK Telecom SKM 4.0 17 19.21 –0.91 .84 7.56 6.23 SumitomoMits SMFG 4.4 7 6.37 –0.32 .1655 51.59 Trinseo TSE 7.3 21.88 –6.20
7
27.64 12.66 Triple-S Mgmt GTS .0 4 14.99 –2.42 .00 150.06 103.92 VarianMed VAR ... 38 122.97 –20.47 ... 163.64 114.00 Whirlpool WHR 3.8 127.86 –19.33 1.20
96.39 75.46 SLGreenRealty SLG 4.5 26 78.44 –14.94 .885 12.63 8.99 SummitHotelProp INN 7.8 14 9.27 –2.05 .18
11.55 8 14.42 8.21 VectorGroup VGR 13.8 17 11.62 –1.85 .40 1168.21 903.50 WhiteMtnIns WTM .1 8 990.10 –151.96 1.00
18.92 5.63 SM Energy SM 1.5 dd 6.57 –1.96 .05 25.22 13.42 SummitMaterials SUM ... 39 19.54 –3.23 ... 17.17 TriplePtVent TPVG 12.0 12.04 –2.07 .36
14.65 11.50 WhitestoneREIT WSR 9.3 22 12.29 –1.36 .095
40.81 29.50 TritonIntl TRTN 6.1 8 34.37 –3.87 .52 59.24 25.63 Vectrus VEC ... 18 52.09 –5.22 ...
53.76 29.59 SPX SPXC ... 25 41.93 –8.37 ... 10.79 1.74 SummitMidstream SMLP 24.6 dd 2.03 –0.54 .125 6.36 30.94 1.31 WhitingPetrol WLL ... dd 1.85 –0.90 ...
49.94 30.44 SPX FLOW FLOW ... dd 36.78 –4.26 ... 173.98 111.75 SunComms SUI 2.0 85 152.88 –19.78 .75 29.38 17.35 TriumphGroup TGI .8 dd 19.00 –5.04 .04 11.18 Vedanta VEDL 15.7 6 6.57 –1.38 .1078
.07 176.90 110.23 VeevaSystems VEEV ... 73 141.97 –17.85 ... 9.87 4.98 WideOpenWest WOW ... 11 6.29 –1.16 ...
33.48 27.05 STAG Indl STAG 5.1 86 27.98 –4.61 .12 50.13 37.25 SunLifeFinancial SLF 3.8 13 43.24 –6.01 .415 15.50 6.71 Tronox TROX 2.5 dd 7.34 –2.36
36.43
31.12 25.75 14.21 TrueBlue TBI ... 9 14.88 –1.31 ... 14.90 11.62 VelocityFinl VEL ... 19 13.40 –0.99 ... 52.97 Wiley A JW.A 3.7 15 37.19 –4.32 .34
40.96 StoreCapital STOR 4.3 27 32.86 –5.42 .35 10.08 4.48 SunCokeEnergy SXC 5.2 dd 4.61 –1.07 .06 7.24 1.85 VenatorMaterials VNTR ... dd 2.67 –1.17 ... 52.78 36.43 Wiley B JW.B 3.7 14 36.43 –5.06 .34
52.59 31.31 SabineRoyalty SBR 8.5 10 35.27 –0.72 .2189 34.87 26.67 SuncorEnergy SU 5.1 20 27.60 –2.79 .35 56.92 44.51 TruistFinl TFC 3.9 12 46.14 –8.71 .45
18.25
2.38 1.11 SafeBulkers SB ... 31 1.32 –0.09 ... 4.66 2.29 TsakosEnergy TNP 7.3 dd 2.74 –0.14 .05 75.40 51.44 Ventas VTR 5.9 46 53.77 –9.22 .7925 29.55 Williams WMB 8.4 27 19.05 –2.47 .40
4.60 1.95 SunlandsTech STG ... dd 2.66 –0.05 ... 11.17 77.00 50.14 Williams-Sonoma WSM 3.1 14 62.39 –11.28 .48
12.91 8.71 SafeguardSci SFE .0 3 8.83 –0.97 1.00 19.77 8.01 SunnovaEnergy NOVA ... dd 17.30 –0.56 ... 31.04 11.35 TufinSoftware TUFN ... dd 11.70 –2.57 ... 30.64 Veoneer VNE ... dd 12.31 –1.93 ...
58.73 30.38 2.79 Tupperware TUP .0 1 2.85 –3.10 .27 30.14 11.24 Veritiv VRTV ... dd 12.04 –1.35 ... 63.45 28.16 Winnebago WGO .8 16 51.89 –9.38 .11
18.86 Safehold SAFE 1.1 58 54.62 –2.06 .156 34.09 25.36 Sunoco SUN 12.2 10 27.03 –4.01 .8255 3.37 15
6.63 4.60 TurkcellIletism TKC 4.7 11 5.46 –0.37 .0395 62.22 52.18 Verizon VZ 4.5 12 54.16 –4.04 .615 4.63 Wipro WIT ... 3.45 –0.36 ...
31.94 16.63 SailPointTechs SAIL ... dd 25.32 +0.97 ... 15.27 10.81 SunstoneHotelInv SHO 6.8 20 10.95 –2.31 .05 37.58 23.05 WolverineWwide WWW 1.5 18 26.29 –4.93 .10
195.72 137.87 Salesforce.com CRM ... cc 170.40 –19.10 ... 52.20 0.70 SuperiorEnergy SPN ... dd 3.62 –1.63 ... 57.06 20.10 TurningPoint TPB .7 39 26.15 +1.90 .05 27.48 9.42 VermilionEnergy VET 20.7 6 10.05 –4.28 .1742
1.84 0.40 TurquoiseHill TRQ ... dd .53 –0.06 ... 23.35 9.61 Verso VRS ... 6 16.31 –1.79 ... 40.20 22.61 WooriFin WF ... 4 24.23 +0.23 ...
21.98 11.46 SallyBeauty SBH ... 6 12.44 –0.68 ... 6.57 2.26 SuperiorIndsIntl SUP .0 dd 2.60 –0.50 .09 dd
20.37 9.24 TutorPerini TPC ... dd 14.50 +2.73 ... 13.75 9.93 Vertiv VRT ... cc 11.79 –1.06 ... 64.11 38.05 Workiva WK ... 42.74 –4.37 ...
5.93 2.11 SanJuanBasin SJT 6.8 7 2.31 –0.28 .037 13.07 6.63 Suzano SUZ 1.2 dd 8.48 –0.90 .1125
3.86 1.07 VertivWt VRT.WT ... ... 3.45 +0.07 ... 44.37 27.10 WorldFuelSvcs INT 1.4 10 28.28 –8.00 .10
9.35 1.92 SandRidgeEnergy SD ... dd 2.06 –0.20 ... 17.83 7.95 Switch SWCH .8 cc 14.34 –3.33 .0294 151.00 89.81 Twilio TWLO ... dd 112.64 –10.63 ...
100.45 40.24 WW Ent WWE 1.0 55 46.77 –3.46 .12
2.55 0.80 SandRidgePermian PER 37.5 2 .84 –0.06 .08 10.12 9.63 SwitchbackEnerA SBE ... ... 9.97 –0.12 ... 33.98 20.35 TwinRiver TRWH 1.5 15 26.00 –3.49 .10 72.27 49.02 Viad VVI .8 50 50.20 –11.97 .10
9.95 44.69 30.82 WorthingtonInds WOR 3.0 16 31.80 –5.02 .24
7.90 4.96 SandstormGold SAND ... 67 5.93 –1.64 ... 0.95 0.55 SwitchbackEnerWt SBE.WT ... ... .60 ... ... 45.86 28.63 Twitter TWTR ... 18 33.20 –5.11 ... 27.63 VinceHolding VNCE ... 52 10.80 –3.75 ...
53.13 38.34 WyndhamDest WYND 4.5 8 39.90 –8.70 .45
27.75 20.15 SantanderCons SC 3.6 9 24.40 –2.26 .22 38.18 28.07 SynchronyFin SYF 3.0 5 29.10 –4.23 .22 15.85 12.06 TwoHarbors TWO 12.3 17 13.55 –1.90 .40 15.46 6.17 Vipshop VIPS ... 18 12.83 –0.54 ...
63.66 48.53 WyndhamHtls WH 2.3 31 50.95 –8.11 .32
28.70 21.97 SaratogaInvt SAR 9.6 5 22.91 –4.66 .56 153.07 78.55 Synnex SNX 1.3 13 125.03 –16.72 .40 340.80 196.88 TylerTech TYL ... 86 313.35 –16.80 ... 42.49 6.90 VirginGalactic SPCE ... cc 24.60 –9.27 ...
34.03 11.85 Sasol SSL 5.7 dd 12.35 –1.90 .4079 28.06 8 94.24 61.54 TysonFoods TSN 2.5 12 67.83 –10.00 .42 51.94 7.30 VirginGalacticUn SPCE.UT ... cc 29.99 –9.64 ...
XYZ
40.41 SynovusFin SNV 4.1 29.02 –6.37 .30
58.49 42.62 SaulCenters BFS 4.9 25 43.01 –5.36 .53 85.98 65.24 Sysco SYY 2.7 19 66.65 –10.39 .45 28.20 0.65 VirginGalacticWt SPCE.WT ... ... 15.78 –5.13 ...
48.88
24.38
25.45
16.59
Schlumberger
SchneiderNatl
SLB
SNDR
7.4
1.5
dd
22
27.09
17.91
–6.30
–3.71
.50
.065
26.57 18.49 Systemax SYX 2.3 16 20.86 –2.07 1.00 U 214.17
23.25
144.50
14.36
Visa
Vishay VSH
V .7
2.0
34
17
181.76
18.70
–27.05
–1.42
.30
.095 7.36 1.10 XFinancial XYF ... 2 1.65 +0.23 ...
41.90 26.67 VishayPrecision VPG ... 17 27.47 –3.12 ...
T
51.65 34.58 SchwabC SCHW 1.8 15 40.75 –5.44 .18 100.18 45.73 XPO Logistics XPO ... 20 73.97 –24.54 ...
46.65 29.71 SchweitzerMaud SWM 5.2 12 33.72 –0.43 .44 13.55 10.12 UBS Group UBS 6.6 10 11.00 –1.94 .73 11.03 3.80 VistaOil&Gas VIST ... 59 6.23 –1.28 ...
51.25 43.04 UDR UDR 3.0 72 44.98 –5.95 .3425 23.33 14.83 XeniaHotels XHR 7.4 31 14.96 –4.20 .275
96.80 69.99 ScienceApplicat SAIC 1.8 30 80.13 –14.70 .37 10.42 4.30 VistaOutdoor VSTO ... dd 7.35 –2.03 ... 39.47 27.25 Xerox XRX 3.1 5 32.20 –4.14 .25
7.20 2.71 ScorpioBulkers SALT 2.5 5 3.22 –0.07 .02 59.76 30.78 TAL Education TAL ... cc 54.39 –5.08 ... 56.49 35.63 UGI UGI 3.5 17 36.04 –5.24 .325 27.96 18.75 VistraEnergy VST 2.6 19 19.23 –4.20 .135 5.06 2.85 XinyuanRealEst XIN 13.5 2 2.89 –0.33 .10
40.45 16.61 ScorpioTankers STNG 2.0 dd 19.78 –0.09 .10 57.92 44.16 TC Energy TRP 4.7 16 52.35 –5.07 .6121 16.64 11.66 UMH Prop UMH 5.0 dd 14.51 –1.50 .18 2.56 0.97 VistraEnergyWt VST.WTA ... ... 1.26 –0.05 ... 89.34 72.87 Xylem XYL 1.3 35 77.34 –11.18 .26
125.27 75.91 ScottsMiracleGro SMG 2.2 13 105.99 –15.25 .58 44.65 31.62 TC PipeLines TCP 6.9 10 37.95 –3.15 .65 65.76 52.98 Unitil UTL 2.7 19 56.34 –7.27 .375 23.86 9.26 VivintSmartHome VVNT ... cc 19.08 +0.08 ... 52
38.61 22.35 Yeti YETI ... 30.25 –1.53 ...
15.73 6.85 ScullyRoyalty SRL ... ... 8.56 –0.51 ... 101.00 78.83 TE Connectivity TEL 2.2 18 82.87 –8.86 .46 19.00 13.11 USA Compression USAC 15.4 dd 13.68 –1.82 .525 2.78 0.37 VivintSmartHmWt VVNT.WT ... ... 2.41 +0.01 ... 18.73 7.79 YPF YPF 2.7 dd 7.99 –1.60 .1396
28.85 12.55 SculptorCapMgmt SCU 6.5 15 22.68 –4.81 .53 18.30 13.34 Tegna TGNA 2.0 11 14.32 –2.62 .07 51.21 28.00 US Cellular USM ... 22 31.41 –0.88 ... 12.99 4.38 VivintSolar VSLR ... dd 11.24 –0.20 ... 4.94 1.78 YamanaGold AUY 1.3 16 3.82 –0.84 .0125
52.51 21.00 Sea SE ... dd 45.06 –6.79 ... 41.81 34.96 Telus TU 4.8 17 36.27 –2.97 .2198 11.95 8.08 USD Partners USDP 16.2 43 9.04 –0.85 .37 206.80 116.00 VMware VMW ... 8 120.52 –39.35 ... 40.99 30.02 Yelp YELP ... 57 31.27 –2.73 ...
16.55 9.65 SeabridgeGold SA ... dd 9.83 –3.89 ... 29.95 16.12 Ternium TX 6.8 4 17.70 –2.69 1.20 43.10 32.61 US Foods USFD ... 19 33.64 –6.06 ... 35.73 17.90 VoceraComm VCRA ... dd 24.39 –2.38 ... 23.32 12.83 Yext YEXT ... dd 15.16 –1.29 ...
10.18 0.91 SeaDrill SDRL ... dd 1.10 –0.26 ... 36.65 27.73 TFI Intl TFII 2.6 11 31.05 –4.46 .1993 148.48 98.53 US PhysTherapy USPH 1.2 41 104.22 –29.57 .32 70.45 51.72 VornadoRealty VNO 4.9 3 53.58 –10.27 .66 17.44 4.00 YirenDigital YRD ... 2 4.16 –0.75 ...
47.13 29.73 SealedAir SEE 2.1 16 30.31 –4.66 .16 20.32 12.79 TIM Part TSU 2.1 10 18.03 –1.26 .1259 18.72 4.38 US Silica SLCA 1.7 dd 4.59 –1.31 .02 2.45 1.31 voxeljet VJET ... dd 1.51 –0.20 ... 29.50 12.01 Youdao DAO ... dd 24.85 +1.01 ...
36.96 23.12 SeaWorldEnt SEAS ... 24 27.21 –7.51 ... 64.95 49.05 TJX TJX 1.5 22 59.80 –3.51 .23 9.28 3.37 US Xpress USX ... dd 4.31 –1.45 ... 63.81 47.71 VoyaFinancial VOYA 1.1 10 52.64 –10.55 .15 119.72 87.56 YumBrands YUM 2.1 22 89.25 –14.26 .47
12.75 5.90 SelectEnergySvcs WTTR ... cc 6.50 –0.76 ... 21.30 18.64 TPG RE Fin TRTX 8.9 11 19.22 –1.65 .43 47.08 25.58 Uber UBER ... dd 33.87 –6.85 ... 152.49 109.19 VulcanMatls VMC 1.1 26 120.26 –13.69 .34 50.74 38.38 YumChina YUMC 1.1 24 43.79 –2.08 .12
28.61 12.96 SelectMedical SEM ... 22 23.94 –4.27 ... 18.63 11.30 TRI Pointe TPH ... 10 15.33 –3.04 ... 199.91 107.22 Ubiquiti UI .9 27 135.66 –5.29 .30 25.27 17.12 ZTO Express ZTO ... 27 23.46 –1.26 ...
.0482
1.045 2.82
W
161.87 119.94 SempraEnergy SRE 2.8 20 139.78 –18.65 13.58 TailoredBrands TLRD .0 4 3.27 –0.74 .18 7.26 3.61 UltraparPart UGP 2.3 45 4.15 –0.70 35.01 24.20 ZayoGroup ZAYO ... 47 34.99 +0.01 ...
54.72 39.49 SensataTechs ST ... 23 40.80 –6.45 ... 60.64 37.18 TaiwanSemi TSM 2.3 25 53.84 –1.75 .4171 27.72 13.51 UnderArmour A UAA ... 70 14.19 –1.85 ... 94.89 62.39 Zendesk ZEN ... dd 79.31 –6.94 ...
75.21 48.23 SensientTech SXT 3.2 25 49.18 –7.10 .39 21.61 16.10 TakedaPharm TAK 3.7 dd 17.30 –1.49 .4111 24.55 12.18 UnderArmour C UA ... 62 12.48 –2.09 ... 161.11 111.17 ZimmerBiomet ZBH .7 25 136.15 –21.24 .24
7.59 1.68 SequansComms SQNS ... dd 5.14 –1.74 ... 25.96 14.28 TallgrassEnergy TGE 7.3 16 22.07 –0.25 .55 27.85 15.90 Unifi UFI ... cc 21.37 –2.39 ... 146.68 129.75 WABCO WBC ... 28 135.10 –0.86 ... 146.26 91.21 Zoetis ZTS .6 43 133.23 –9.00 .20
47.11 33.60 SeritageGrowth SRG .0 dd 34.38 –3.55 .25 31.34 13.08 TalosEnergy TALO ... 2 14.20 –3.68 ... 217.90 134.16 Unifirst UNF .5 19 185.81 –17.16 .25 7.18 2.37 W&T Offshore WTI ... 2 2.60 –0.78 ... 24.43 12.31 Zuora ZUO ... dd 13.24 –2.39 ...
52.74 38.92 ServiceCorp SCI 1.6 24 47.79 –4.74 .19 21.69 11.48 Tanger SKT 11.9 13 11.98 –0.84 .3575 63.62 51.66 Unilever UN 2.9 13 52.76 –5.69 .4517 103.28 75.32 WEC Energy WEC 2.7 26 92.33 –10.17 .6325 52.75 14.05 Zymeworks ZYME ... dd 40.93 –3.70 ...
58.78 33.05 ServiceMaster SERV ... 38 35.77 –2.33 ... 36.06 18.54 Tapestry TPR 5.8 11 23.45 –4.54 .3375 64.84 52.66 Unilever UL 3.3 13 53.93 –5.77 .4517 236.52 170.27 WEX WEX ... 83 187.24 –44.36 ...
29.96 188.96 149.09 UnionPacific UNP 2.4 19 159.81 –21.91 .97 75.86 51.50 WNS WNS ... 29 65.84 –7.53 ...
NYSE ARCA
362.95 213.99 ServiceNow NOW ... cc 326.09 –18.39 ... 43.47 TargaResources TRGP 11.2 dd 32.40 –6.74 .91
105.84 50.77 ShakeShack SHAK ... 95 59.44 –15.36 ... 130.24 70.03 Target TGT 2.6 16 103.00 –14.01 .66 18.13 6.39 Unisys UIS ... dd 15.53 –1.53 ... 93.62 72.51 W.P.Carey WPC 5.4 44 77.41 –10.59 1.038
21.08 17.20 ShawComm B SJR 5.2 17 17.35 –1.92 .0757 109.42 67.07 TaroPharm TARO ... 10 67.33 –5.91 ... 16.25 0.29 Unit UNT ... dd .35 –0.12 ... 70.80 47.17 WPP WPP 7.8 13 48.28 –14.30 2.4006
22.70 15.81 ShellMidstream SHLX 10.2 10 17.11 –1.32 .46 17.14 7.38 TataMotors TTM ... dd 9.16 –1.72 ... 2.85 1.82 UnitedMicro UMC 2.6 48 2.48 –0.14 .0938 15.33 8.52 WPX Energy WPX ... 16 9.33 –2.52 ... 15.89 11.37 EmpireStateReal250 FISK 3.6 ... 11.65 –2.10 .105
599.95 410.35 SherwinWilliams SHW 1.0 31 516.75 –56.59 1.34 54.50 26.24 TaubmanCtrs TCO 5.2 dd 52.06 –1.09 .675 15.63 5.82 UnitedNatFoods UNFI ... dd 6.47 –1.23 ... 16.70 10.61 WabashNational WNC 2.9 7 10.98 –1.46 .08 16.40 12.02 EmpireStateReal60 OGCP 3.5 ... 12.10 –1.50 .105
40.59 26.29 ShinhanFin SHG 4.0 2 26.74 –2.53 1.3575 28.47 16.07 TaylorMorrison TMHC ... 10 22.52 –5.50 ... 125.31 87.67 UPS B UPS 4.5 18 90.49 –12.45 1.01 81.75 61.00 Wabtec WAB .7 41 68.70 –9.80 .12 16.04 11.27 EmpireStateRealES ESBA 3.6 ... 11.62 –1.94 .105
593.89 181.00 Shopify SHOP ... dd 463.31 –57.35 ... 19.64 12.34 Team TISI ... dd 12.73 –1.33 ... 170.04 101.90 UnitedRentals URI ... 9 132.48 –18.93 ... 19.18 13.50 Waddell&ReedFin WDR 7.3 9 13.76 –2.34 .25 21.98 15.81 USBrentOilFd BNO ... ... 16.18 –2.49 ...
48.34 33.26 Shutterstock SSTK 1.8 68 38.54 –2.53 .17 28.57 14.34 TechnipFMC FTI 3.5 dd 14.84 –2.11 .13 61.11 44.91 US Bancorp USB 3.6 11 46.44 –8.11 .42 79.74 49.49 Walker&Dunlop WD 2.2 12 64.85 –8.77 .36 33.82 25.35 USGasolineFd UGA ... ... 25.82 –4.75 ...
13.27 3.16 Sibanye-Stillwater SBSW ... dd 8.46 –3.80 ... 25.75 9.67 TeckRscsB TECK 1.5 25 10.12 –0.80 .0377 22.93 7.41 US Steel X .5 dd 8.02 –1.41 .01 125.38 96.53 Walmart WMT 2.0 21 107.68 –10.90 .54 25.47 12.98 US NatGas UNG ... ... 13.10 –1.70 ...
31.44 10.40 SignetJewelers SIG 6.3 dd 23.32 –5.01 .37 5.76 2.82 Teekay TK ... dd 3.66 +0.30 ... 158.44 121.48 UnitedTech UTX 2.3 20 130.59 –20.93 .735 33.49 16.07 WarriorMetCoal HCC 1.1 3 17.72 –0.30 .05 13.86 9.17 UnitedStatesOilFd USO ... ... 9.45 –1.71 ...
24.44 2.66 SilverBowRscs SBOW ... 0 2.81 –0.85 ... 16.74 11.22 TeekayLNG un TGP 6.0 8 12.57 –0.05 .19 306.71 208.07 UnitedHealth UNH 1.7 18 254.96 –46.47 1.08 5.72 2.17 WashingtonPrime WPG 36.4 dd 2.75 +0.03 .125 11.10 7.11 US12mthNtlGas UNL ... ... 7.17 –0.53 ...
16.95 12.25 SilvergateCapital SI ... 11 14.74 –1.86 ... 25.74 7.44 TeekayTankers TNK ... 13 16.55 +2.30 ... 24.77 16.45 Univar UNVR ... dd 16.99 –5.95 ... 32.22 25.18 WashingtonREIT WRE 4.5 50 26.85 –4.30 .30 24.42 17.71 US12moOilFd USL ... ... 18.15 –2.78 ...
Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market 52-Week Tick Div 52-Week Tick Div
value of publicly-held shares, trading volume, price and number of market-makers. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
51.36 6.16 ChemoCentryx CCXI ... dd 44.75 –4.12 ... 47.43 33.35 Descartes DSGX ... cc 41.32 –3.76 ...
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 50.81 35.10 ChemungFinl CHMG 2.9 11 35.90 –3.09 .26 2.80 0.72 DestinationXL DXLG ... dd .80 –0.26 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 9.25 4.12 Chiasma CHMA ... dd 4.45 –0.15 ... 3.09 2.43 Deswell DSWL 3.0 16 2.71 –0.15 .08
13.11 7.01 ChickenSoupA CSSE ... dd 8.86 –0.28 ... 306.71 107.44 DexCom DXCM ... cc 276.00 –15.25 ...
5.75 1.87 Amyris AMRS ... dd 3.19 –0.12 ... 223.29 178.28 Bio-Techne TECH .7 38 188.89 –17.14 .32
A 127.30 95.51 AnalogDevices ADI 2.3 34 109.05 –13.71 .62 9.26 1.38 BioCryst BCRX ... dd 3.00 +0.45 ... 116.84
4.40
53.62
1.25
Children'sPlace
Chimerix
PLCE
CMRX
3.9
...
15
dd
57.60
1.77
–11.58
+0.04
.56
...
150.00
114.14
122.72
57.00
DiamondHillInvt
DiamondbkEner
DHIL
FANG
.0
2.4 45
9 126.73
62.00
–13.28
–14.40
9.00
.375
83.10 10.00 AnaptysBio ANAB ... dd 14.95 –1.21 ... 7.21 3.59 BioDeliverySci BDSI ... dd 4.86 –0.70 ... 119.44 79.90 ChinaBiologic CBPO ... 28 115.37 –1.56 ... 27.68 10.70 DicernaPharma DRNA ... dd 19.74 –1.08 ...
58.85 39.86 AAON AAON .6 54 55.01 –0.23 .16 37.56 17.40 Andersons ANDE 3.8 34 18.37 –1.89 .175 374.99 215.78 Biogen BIIB ... 10 308.39 –28.32 ... 22.30 4.57 ChinaFinance JRJC ... dd 7.03 –1.16 ... 18.99 10.84 DigiIntl DGII ... 69 13.24 –1.78 ...
53.70 21.56 ACADIA Pharm ACAD ... dd 42.74 –2.39 ... 25.48 11.17 AngioDynamics ANGO ... 8 11.49 –0.98 ... 96.20 62.88 BioMarinPharm BMRN ... dd 90.37 –4.79 ... 5.18 0.34 ChinaIndex CIH ... ... 2.10 –0.25 ... 66.50 17.25 Digimarc DMRC ... dd 20.00 –9.64 ...
39.37 26.00 ACI Worldwide ACIW ... 50 27.87 –5.18 ... 75.72 29.01 AnikaTherap ANIK ... 22 41.76 –0.99 ... 48.85 12.53 BioNTech BNTX ... dd 35.10 +2.75 ... 6.44 0.57 ChinaInternet CIFS ... dd .61 –0.13 ... 11.40 2.27 Digirad DRAD ... dd 2.51 –0.32 ...
10.14 4.25 AC Immune ACIU ... 10 6.87 –1.54 ... 12.18 8.19 AnPacBioMed ANPC ... ... 8.50 –1.16 ... 72.83 45.81 BioSpecificsTech BSTC ... 17 55.19 –8.87 ... 2.64 1.05 ChinaXDPlastics CXDC ... 1 1.15 –0.27 ... 22.50 16.55 DimeComBcshrs DCOM 3.3 17 16.78 –2.46 .14
51.20 10.65 ACM Research ACMR ... 38 34.95 –3.77 ... 45.04 15.30 ApellisPharm APLS ... dd 34.62 –2.25 ... 76.00 37.07 BioTelemetry BEAT ... 52 42.72 –9.41 ... 24.83 13.92 ChipMOSTechs IMOS ... 9 19.25 –1.09 ... 59.70 30.51 Diodes DIOD ... 15 44.01 –3.33 ...
6.31 2.82 ADMA Biologics ADMA ... dd 2.92 –0.76 ... 46.70 29.39 ApogeeEnt APOG 2.5 21 30.19 –4.01 .1875 41.79 26.49 BlackDiamond BDTX ... ... 26.99 –10.93 ... 167.53 83.05 ChurchillDowns CHDN .5 37 125.64 –35.60 .581 41.60 27.80 DiscoveryB DISCB ... 12 33.11 –1.26 ...
19.65 14.51 AGNC Invt AGNC 11.3 15 17.04 –2.22 .16 4.08 2.50 ApolloEnd APEN ... dd 2.62 –0.08 ... 97.35 65.85 Blackbaud BLKB .7 cc 67.80 –7.78 .12 29.45 19.53 Chuy's CHUY ... 33 21.44 –3.40 ... 33.66 23.89 DiscoveryA DISCA ... 9 25.70 –3.51 ...
1.99 0.89 ALJ Regional ALJJ ... dd .93 –0.15 ... 18.33 15.03 ApolloInv AINV 11.8 17 15.24 –1.94 .45 74.44 42.23 BlackLine BL ... dd 62.57 –2.80 ... 4.44 1.22 CidaraTherap CDTX ... dd 2.90 –0.26 ... 31.20 23.00 DiscoveryC DISCK ... 9 25.10 –2.83 ...
15.09 6.81 AMAG Pharm AMAG ... dd 7.75 –1.75 ... 148.07 63.50 AppFolio APPF ... cc 122.97 –10.83 ... 6.38 4.46 BlackRockCapInvt BKCC 12.4 dd 4.50 –0.54 .14 145.09 73.74 Cimpress CMPR ... 13 116.41 –7.11 ... 12.61 6.28 DiversifiedHlthcr DHC 9.5 dd 6.29 –1.56 .15
68.27 27.54 AMC Networks AMCX ... 5 31.00 –4.05 ... 63.77 30.43 Appian APPN ... dd 44.15 –4.50 ... 14.80 12.80 BlkRkTCPCap TCPC 11.0 25 13.09 –1.44 .36 118.19 83.00 CincinnatiFin CINF 2.6 8 93.24 –18.08 .60 2.09 0.34 DixieGroup DXYN ... dd .95 –0.24 ...
80.65 56.65 Amerisafe AMSF 1.7 14 65.17 –10.51 .27 327.85 169.50 Apple AAPL 1.1 22 273.36 –39.69 .77 24.29 15.12 BloominBrands BLMN 4.4 13 17.99 –5.47 .20 2.06 0.46 Cinedigm CIDM ... dd .46 –0.10 ... 92.55 43.13 DocuSign DOCU ... dd 86.31 –2.42 ...
15.15 7.47 A-MarkPrecMet AMRK ... 43 9.21 +0.27 ... 10.42 2.52 AppliedGenetic AGTC ... dd 4.73 –0.62 ... 37.17 16.77 Blucora BCOR ... 18 17.40 –4.57 ... 304.81 191.91 Cintas CTAS 1.0 31 266.74 –26.62 2.55 4.23 1.00 Dogness DOGZ ... 20 1.10 –0.05 ...
18.62 6.39 ANGI Homesvcs ANGI ... cc 7.13 –0.96 ... 69.44 36.80 ApplMaterials AMAT 1.4 19 58.12 –6.15 .21 23.99 16.37 BlueBird BLBD ... 19 17.88 –1.47 ... 91.63 37.24 CirrusLogic CRUS ... 27 68.64 –8.58 ... 119.71 80.69 DollarTree DLTR ... dd 83.03 –10.86 ...
86.96 45.00 ANI Pham ANIP ... 98 48.01 –13.43 ... 15.98 8.34 AppliedOptoelec AAOI ... dd 8.93 –2.35 ... 163.43 63.95 bluebirdbio BLUE ... dd 72.33 –7.87 ... 58.26 38.35 CiscoSystems CSCO 3.6 16 39.93 –6.37 .36 47.08 14.80 Domo DOMO ... dd 21.09 –5.77 ...
299.06 174.25 Ansys ANSS ... 46 242.19 –44.92 ... 57.39 7.95 AppliedTherap APLT ... ... 41.55 –1.23 ... 1.54 0.99 BlueknightEner BKEP 15.0 dd 1.07 –0.06 .04 24.78 13.41 CitiTrends CTRN 1.6 17 19.77 –2.73 .08 15.43 12.42 DonegalGroup A DGICA 4.1 9 14.27 –0.28 .145
23.60 18.92 ARKRestaurants ARKR 4.9 17 20.60 –2.25 .25 53.11 15.10 ApreaTherap APRE ... ... 34.30 –0.59 ... 102.98 51.68 BlueprintMed BPMC ... dd 54.13 –13.50 ... 12.75 10.52 CtznCmntyBcp CZWI 1.8 14 11.62 –0.60 .21 14.80 11.60 DonegalGroup B DGICB 4.4 8 11.71 –0.53 .1275
319.22 175.57 ASML ASML .8 46 276.71 –29.29 1.1586 5.87 2.61 Aptinyx APTX ... dd 3.22 –0.39 ... 25.98 8.85 BoingoWireless WIFI ... dd 12.67 –1.72 ... 23.25 19.05 CitizensHolding CIZN 4.6 18 20.72 –0.54 .24 21.46 14.32 DorchesterMnls DMLP 12.2 10 15.26 –0.97 .3612
4.50 0.95 ATA Creativity AACG ... dd 1.03 –0.08 ... 33.28 5.58 Aptorum APM ... ... 6.00 –8.45 ... 2094.00 1592.45 BookingHldgs BKNG ... 15 1695.66 –233.06 ... 130.55 90.28 CitrixSystems CTXS 1.4 20 103.39 –12.69 .35 95.72 59.41 DormanProducts DORM ... 24 60.64 –16.05 ...
65.64 50.48 ATN Intl ATNI 1.3 dd 53.90 –8.28 .17 8.59 3.55 ApyxMedical APYX ... dd 6.05 –1.57 ... 13.08 9.53 BostonPrivFin BPFH 4.9 10 9.76 –1.81 .12 83.07 69.00 CityHolding CHCO 3.3 13 69.92 –8.09 .57 11.88 7.01 DouYuIntl DOYU ... ... 7.77 –0.30 ...
18.50 4.30 AveoPharma AVEO ... dd 4.40 –0.92 ... 10.00 2.95 AquestiveTherap AQST ... dd 3.73 –0.49 ... 57.22 37.04 Bottomline EPAY ... cc 44.28 –3.88 ... 15.10 8.56 Clarus CLAR .9 35 11.56 –1.74 .025 26.20 16.08 Dropbox DBX ... dd 19.56 –2.89 ...
29.32 12.67 AVROBIO AVRO ... dd 19.30 –3.45 ... 15.62 4.97 Aravive ARAV ... dd 8.54 –0.40 ... 12.53 8.00 Brainsway BWAY ... ... 10.59 –1.41 ... 25.69 6.70 DuluthHoldings DLTH ... 15 6.86 –0.98 ...
4.75 0.82 ArbutusBiopharma ABUS ... dd 2.92 –0.33 ... 34.25 25.47 BridgeBancorp BDGE 3.5 11 27.52 –3.79 .24 3.47 1.82 CleanEnerFuels CLNE ... dd 2.26 –0.55 ...
6.14 2.72 AXT AXTI ... dd 3.48 –0.29 ... 16.75 10.05 Clearfield CLFD ... 36 10.72 –1.19 ... 84.74 65.88 Dunkin' DNKN 2.4 23 66.52 –9.56 .4025
352.87 147.28 Abiomed ABMD ... 28 150.26 –16.48 ... 36.08 18.51 ArcBest ARCB 1.6 13 19.81 –4.99 .08 48.36 17.61 BridgeBioPharma BBIO ... dd 31.88 –4.26 ...
48.32 31.53 ArchCapital ACGL ... 10 40.43 –6.69 ... 38.00 16.33 BridgfordFoods BRID ... 24 17.48 –2.02 ... 4.13 0.56 ClearsideBiomed CLSD ... dd 2.24 –0.42 ...
69.00
3.50
44.38
2.30
AcaciaComms
AcaciaResearch
ACIA
ACTG
...
...
89
dd
68.51
2.30
–0.17
–0.29
...
... 59.49 22.19 ArcoPlatform ARCE ... dd 51.11 –8.04 ... 12.88 7.47 Brightcove BCOV ... dd 7.78 –0.78 ... 31.17
18.59
2.93
14.21
ClovisOncology
CoastalFinl
CLVS
CCB
...
...
dd
15
7.53
16.39
–3.47
–0.76
...
... E
15.65 4.26 ArcturusTherap ARCT ... ... 13.85 –1.08 ... 48.25 32.53 BrighthouseFin BHF ... dd 35.84 –10.26 ...
35.40 25.53 AcadiaHealthcare ACHC ... 24 29.60 –5.40 ...
29.06 19.32 ArcutisBiotherap ARQT ... ... 26.58 –0.48 ... 331.58 250.09 Broadcom AVGO 4.8 42 272.62 –31.88 3.25 413.39 190.43 CocaColaCon COKE .5 cc 196.38 –77.30 .25
95.95 37.01 AcceleronPharma XLRN ... dd 85.93 –8.58 ... 22.38 10.62 Codexis CDXS ... dd 11.65 –2.35 ... 10.62 5.50 ECMOHO MOHO ... 34 7.30 +0.24 ...
5.21 2.35 Accuray ARAY ... dd 2.97 –0.36 ... 8.82 2.10 Ardelyx ARDX ... dd 6.92 –1.10 ... 21.22 15.78 BrookfieldProp BPY 8.1 12 16.32 –2.35 .3325 5.42 2.54 EDAP TMS EDAP ... 47 3.83 –0.62 ...
64.48 41.32 ArenaPharm ARNA ... 6 44.60 –8.09 ... 21.19 15.79 BrookfieldPropREIT BPR 8.2 dd 16.31 –2.36 .3325 23.60 17.82 CodorusValleyBncp CVLY 3.1 11 20.60 –1.55 .16
4.09 1.15 AcelRxPharm ACRX ... dd 1.32 –0.23 ... 78.39 48.04 CogentComm CCOI 3.3 90 73.01 –2.84 .66 17.73 14.15 ESSA Bancorp ESSA 2.7 13 16.54 –0.54 .11
7.51 0.74 AclarisTherap ACRS ... dd 1.14 –0.31 ... 19.33 16.71 AresCapital ARCC 9.3 9 17.19 –1.81 .40 16.96 13.63 BrooklineBcp BRKL 3.3 13 13.87 –1.55 .115 57.30 34.68 E*TRADE ETFC 1.2 12 45.78 –7.57 .14
59.14 39.98 Cognex CGNX .5 38 44.54 –5.91 .055
15.41 1.07 AcordaTherap ACOR ... dd 1.44 –0.08 ... 169.50 106.49 arGEN-X ARGX ... dd 141.38 –19.72 ... 50.35 28.43 Brooks Auto BRKS 1.2 91 34.51 –3.68 .10
74.85 56.73 CognizantTech CTSH 1.4 19 60.93 –9.16 .22 31.93 23.74 EVO Payments EVOP ... dd 25.28 –3.78 ...
64.53 40.89 ActivisionBliz ATVI .7 30 58.13 –5.25 .41 38.31 30.26 ArrowFinancial AROW 3.3 13 31.67 –3.22 .26 54.49 36.83 Bruker BRKR .4 33 43.56 –6.02 .04 4.97 3.20 EXFO EXFO ... 41 3.55 –0.58 ...
73.72 17.27 ArrowheadPharm ARWR ... 65 35.36 –3.13 ... 41.41 32.61 BrynMawrBank BMTC 3.1 11 33.24 –5.51 .26 178.08 109.06 Coherent COHR ... cc 128.71 –13.83 ...
12.57 3.35 AdamasPharm ADMS ... dd 4.56 –1.23 ... 23.91 12.95 CoherusBioSci CHRS ... dd 19.35 –3.18 ... 22.98 15.53 EagleBncpMT EBMT 2.0 12 19.39 –1.68 .095
6.00 0.71 AdaptimmuneTher ADAP ... dd 3.62 –0.13 ... 40.40 34.04 ArtesianRscs A ARTNA 2.9 22 34.33 –3.11 .2496 28.43 12.50 BuildersFirstSrc BLDR ... 12 22.71 –3.98 ... 5.92 2.85 EagleBulkShip EGLE ... dd 3.32 +0.13 ...
54.95 14.07 Arvinas ARVN ... dd 47.13 –3.34 ... 26.64 21.56 BusFirstBcshs BFST 1.7 14 24.07 –1.38 .10 26.43 11.37 Cohu COHU 1.2 dd 20.47 –1.25 .06
55.12 24.05 AdaptiveBiotech ADPT ... dd 28.10 –6.06 ... 30.24 15.52 CollectorsUniv CLCT 3.0 16 23.01 –1.75 .175 64.94 44.71 EaglePharm EGRX ... 26 45.90 –6.27 ...
104.56 59.58 AddusHomeCare ADUS ... 52 76.27 –21.89 ... 47.00 3.53 AscenaRetail ASNA ... dd 3.80 –1.79 ... 55.46 37.22 EastWestBncp EWBC 2.8 8 38.74 –7.35 .275
25.59 10.01 CollegiumPharm COLL ... dd 23.75 –0.18 ...
6.49 1.23 ADDvantage AEY ... dd 4.50 +0.25 ... 145.59
2.40
68.41
1.21
AscendisPharma
AsiaPacificWire
ASND
APWC
...
...
dd
dd
130.38
1.29
–11.52
–0.04
...
... C 92.07 60.28 ColliersIntl CIGI .1 31 80.86 –9.79 .05 31.97
42.00
20.70
33.53
Eastern
eBay
EML
EBAY
1.7
1.8
13
17
25.47
34.64
–2.28
–3.56
.11
.16
386.75 249.10 Adobe ADBE ... 57 345.12 –27.83 ...
8.18 0.35 AslanPharm ASLN ... dd 1.80 –0.22 ... 18.95 14.11 ColonyBankcorp CBAN 2.7 13 14.87 –0.16 .10 25.10
17.81 7.65 Adtran ADTN 4.5 dd 8.05 –1.32 .09 13.15 8.42 Cadiz CDZI ... dd 8.76 –0.02 ... 41.40 30.65 ColumbiaBanking COLB 3.4 12 33.20 –5.49 .22 63.89 Ebix EBIX 1.1 10 26.44 –7.27 .075
4.59 0.90 AduroBiotech ADRO ... dd 3.05 –0.60 ... 10.27 3.58 AspenGroup ASPU ... dd 8.78 –1.34 ... 25.95 17.97 EchoGlobalLog ECHO ... 34 18.45 –3.35 ...
142.89 96.25 AspenTech AZPN ... 30 106.51 –16.86 ... 57.61 42.16 C&F Fin CFFI 3.3 8 45.50 –4.25 .38 17.34 14.25 ColumbiaFin CLBK ... 32 15.52 –1.69 ...
15.34 7.32 AdvEmissions ADES 11.2 5 8.89 –2.38 .25 30.95 22.77 CB FinSvcs CBFV 3.3 11 29.31 –1.09 .24 109.44 79.64 ColumbiaSportswr COLM 1.3 17 81.30 –9.59 .26 45.15 28.40 EchoStar SATS ... dd 34.92 –4.16 ...
25.07 8.13 AssemblyBiosci ASMB ... dd 18.12 –3.11 ... 34.37 19.29 EditasMedicine EDIT ... dd 22.18 –2.55 ...
78.49 46.01 AdvEnergyInds AEIS ... 35 59.48 –7.29 ...
5.76 0.68 AssertioTherap ASRT ... dd 1.08 –0.23 ... 33.83 24.77 CBTX CBTX 1.6 12 24.95 –3.30 .10 43.09 30.24 ColumbusMcKinn CMCO .8 11 31.09 –7.08 .06 9.65 5.03 EducDev EDUC 3.9 8 5.16 –0.80 .05
59.27 21.04 AdvMicroDevices AMD ... cc 45.48 –7.80 ... 63.90 41.50 CDK Global CDK 1.3 cc 46.02 –3.99 .15 47.74 37.89 Comcast A CMCSA 2.3 14 40.43 –5.39 .23
10.80 0.21 Advaxis ADXS ... dd .81 –0.17 ... 10.44 4.27 AstaFunding ASFI ... 9 9.91 –0.39 ... 14.57 7.84 EHang EH ... ... 11.05 –0.98 ...
46.37 26.20 AstecIndustries ASTE 1.2 dd 37.55 –7.06 .11 146.09 90.53 CDW CDW 1.3 23 114.22 –19.69 .38 71.92 52.05 CommerceBcshrs CBSH 1.8 17 61.04 –7.99 .27 152.19 49.19 eHealth EHTH ... 45 117.35 –14.17 ...
16.81 4.05 AdverumBiotech ADVM ... dd 12.31 –2.54 ...
44.34 18.70 Astronics ATRO ... 14 20.27 –4.28 ... 36.62 21.69 CEVA CEVA ... ... 28.41 –4.84 ... 9.77 4.03 CommVehicle CVGI ... 4 4.36 –0.60 ... 66.56 16.87 EidosTherap EIDX ... dd 50.58 –2.97 ...
23.65 14.12 Aegion AEGN ... dd 18.01 –4.96 ... 67.35 27.00 9.52 CommScope COMM ... dd 11.01 –1.61 ...
27.96 10.38 AstroNova ALOT 2.6 15 10.86 –1.57 .07 91.99 CH Robinson CHRW 3.0 16 68.90 –5.65 .51 15.82 9.06 EigerBioPharma EIGR ... dd 9.49 –2.33 ...
9.10 5.99 AegleaBioTherap AGLE ... dd 6.83 –1.04 ... 41.93 10.18 AtaraBiotherap ATRA ... dd 12.15 –1.04 ... 69.31 13.67 CIM Comm CMCT 2.1 1 14.04 –0.97 .075 9.90 2.50 CommsSystems JCS 1.4 13 5.70 –1.08 .02 46.19 16.60 89bio ETNB ... ... 35.67 +2.01 ...
1.70 0.71 Aemetis AMTX ... dd .74 –0.03 ... 2.43 47.54 37.25 CmntyTrBcp CTBI 3.9 11 38.68 –4.53 .38
21.11 8.82 Athenex ATNX ... dd 12.22 –1.77 ... 11.98 CLPS CLPS ... dd 2.44 –0.76 ... 16.65 9.60 ElPolloLoco LOCO ... dd 12.90 –1.91 ...
50.10 16.27 AeriePharm AERI ... dd 17.50 –4.09 ... 2.95 1.46 AtlanticAmerican AAME .8 dd 2.47 –0.13 .02 225.36 161.05 CME Group CME 1.7 34 198.82 –10.01 .85 11.86 9.54 CommWestBcshs CWBC 2.0 12 10.85 –0.59 .055
95.38 48.61 AeroVironment AVAV ... 32 51.39 –12.64 ... 67.90 39.75 CommVaultSys CVLT ... dd 41.70 –7.28 ... 167.75 125.26 ElbitSystems ESLT 1.2 36 147.51 –10.78 .44
20.21 15.11 AtlCapitalBcshs ACBI ... 25 18.13 –1.61 ... 33.78 23.40 CNB FinPA CCNE 2.7 10 25.07 –3.72 .17 70.74 35.41 EldoradoResorts ERI ... 49 50.18 –17.94 ...
12.56 6.03 AestheticMed AIH ... dd 7.57 –0.10 ... 29.21 58.19 34.24 CRA Intl CRAI 2.0 18 46.51 –4.61 .23 10.59 2.73 Compugen CGEN ... dd 9.07 –0.93 ...
4.68 2.18 Affimed AFMD ... dd 2.36 –0.34 ... 40.20 AtlUnionBkshs AUB 3.4 12 29.74 –5.40 .25
35.78 20.72 ComputerPrograms CPSI 1.5 19 26.78 –2.86 .10 9.10 0.73 electroCore ECOR ... dd .73 –0.31 ...
34.87 21.30 Afya AFYA ... 64 23.78 –3.02 ... 32.50 19.20 AtlanticaYield AY 5.4 dd 28.91 –3.33 .41 74.00 33.55 CRISPR Therap CRSP ... 55 53.45 +0.42 ... 114.13 86.24 ElectronicArts EA ... 11 101.37 –6.64 ...
18.28 3.22 Atlanticus ATLC ... 4 13.00 –2.00 ... 58.69 40.27 CSG Systems CSGS 2.1 17 44.25 –7.47 .235 6.48 3.98 ComputerTask CTG ... 20 5.85 +0.13 ... 14.74 2.82 EloxxPharm ELOX ... dd 3.13 –0.91 ...
37.17 18.49 Agilysys AGYS ... dd 32.13 –2.35 ... 54.92 20.61 AtlasAir AAWW ... dd 26.72 –5.04 ... 3.98 1.59 CSI Compressco CCLP 2.3 dd 1.77 –0.27 .01 23.89 1.43 comScore SCOR ... dd 3.50 –0.18 ...
68.94 28.36 AgiosPharm AGIO ... dd 47.48 –5.63 ... 38.00 20.95 ComtechTel CMTL 1.4 24 28.02 –5.04 .10 4.26 2.65 Emcore EMKR ... dd 2.97 –0.63 ...
14.14 8.42 AtlasTech ATCX ... cc 9.90 +0.18 ... 15.85 9.95 CSP CSPI 4.4 dd 13.52 –0.73 .15 6.34 3.22 EmmisComm EMMS ... dd 3.61 –0.19 ...
5.10 1.33 AgroFresh AGFS ... dd 2.19 –0.18 ... 81.06 54.69 CSW Industrials CSWI .8 22 65.84 –7.86 .135 17.83 5.36 ConcertPharm CNCE ... dd 8.46 –2.59 ...
156.12 99.77 Atlassian TEAM ... dd 144.96 –0.97 ... 106.80 48.10 EnantaPharma ENTA ... 31 50.88 –2.32 ...
0.16 ... AgroFresh Wt AGFSW ... ... .01 ... ... 25.00 9.51 Atreca BCEL ... ... 23.64 +1.23 ... 80.73 63.97 CSX CSX 1.5 17 70.45 –9.11 .26 14.88 2.98 Conduent CNDT ... dd 3.27 –0.63 ... 39.19 26.52 EncoreCapital ECPG ... 7 37.16 +2.86 ...
37.00 16.95 AimmuneTherap AIMT ... dd 23.81 –2.45 ... 44.51 22.57 AtriCure ATRC ... dd 38.42 –0.99 ... 22.98 18.15 CVB Fin CVBF 3.9 13 18.54 –2.55 .18 4.83 0.75 Conformis CFMS ... dd .78 –0.27 ... 62.08 48.30 EncoreWire WIRE .2 18 48.97 –4.04 .02
24.50 12.51 AirT AIRT ... 27 18.50 –1.35 ... 948.03 603.00 Atrion ATRI 1.0 31 616.31 –81.04 1.55 19.63 7.56 CabalettaBio CABA ... ... 14.94 –1.03 ... 4.94 3.12 Conifer CNFR ... dd 3.60 –0.20 ...
0.30 0.03 AirT Wt AIRTW ... ... .07 ... ... 11.65 1.97 EndoIntl ENDP ... dd 5.52 –0.55 ...
61.60 31.00 AuburnNatlBncp AUBN 1.8 21 56.99 –0.51 .255 169.13 97.23 CabotMicro CCMP 1.2 64 139.28 –19.11 .42 26.50 18.81 ConnectOneBncp CNOB 1.7 10 21.01 –2.42 .09 8.14 0.69 Endologix ELGX ... dd 1.25 +0.42 ...
25.60 16.41 AirTransportSvcs ATSG ... dd 17.90 –3.42 ... 28.73 12.59 AudioCodes AUDC 1.1 cc 22.41 –2.71 .13 80.40 57.42 CadenceDesign CDNS ... 19 66.14 –8.59 ... 27.57 7.51 Conn's CONN ... 3 8.15 –1.21 ...
103.34 67.28 AkamaiTech AKAM ... 30 86.51 –14.01 ... 7.74 3.51 EnduranceIntl EIGI ... dd 3.73 –1.01 ...
21.93 3.52 AuriniaPharm AUPH ... dd 17.50 –2.87 ... 14.74 8.00 CaesarsEnt CZR ... dd 12.71 –1.79 ... 12.10 3.24 ConsldComm CNSL ... dd 6.22 –1.08 ... 12.04 7.72 EnergyRecovery ERII ... 39 9.84 –1.06 ...
34.96 13.90 AkceaTherap AKCA ... 65 16.98 –1.20 ... 9.07 2.00 AuroraMobile JG ... dd 2.68 –0.34 ... 17.85 10.57 Caesarstone CSTE .0 29 10.81 –1.25 .15 18.83 12.09 ConsldWater CWCO 2.1 26 16.16 –2.07 .085 59.15 8.03 EnphaseEnergy ENPH ... 40 48.97 –10.12 ...
10.53 2.99 AkebiaTherap AKBA ... dd 8.87 –1.28 ... 211.58 129.70 Autodesk ADSK ... cc 190.88 –11.03 ... 47.00 34.63 Cal-MaineFoods CALM .8 dd 34.89 –2.70 .272 59.49 6.01 ConstellPharm CNST ... dd 35.34 –2.26 ...
34.00 16.06 AkeroTherap AKRO ... dd 21.77 –0.82 ... 58.92 38.65 EnsignGroup ENSG .4 23 44.50 –6.70 .05
5.46 1.06 Akorn AKRX ... dd 1.16 –0.30 ... 32.84 8.12 AutolusTherap AUTL ... ... 8.18 –2.29 ... 14.69 8.99 CalAmp CAMP ... dd 9.62 –1.32 ... 20.79 11.20 ConstructionPtrs ROAD ... 20 17.01 –0.58 ... 213.99 158.72 EnstarGroup ESGR ... 7 178.39 –17.15 ...
182.32 148.15 ADP ADP 2.4 27 154.74 –23.84 .91 100.58 71.63 CalavoGrowers CVGW 1.5 35 72.45 –5.26 1.10 4.65 3.06 ConsumerPtfo CPSS ... 8 3.67 –0.29 ... 9.25 4.24 EntasisTherap ETTX ... dd 5.27 +0.14 ...
71.50 41.06 Alarm.com ALRM ... 45 48.25 +1.02 ... 10.75 1.03 AvadelPharm AVDL ... dd 9.99 +0.59 ... 8.04 2.45 CalitheraBiosci CALA ... dd 6.48 –0.99 ... 104.88 57.50 Copart CPRT ... 27 84.48 –10.77 ... 59.05 33.75 Entegris ENTG .6 29 53.32 –3.66 .08
2.28 1.60 AlaskaCommSys ALSK ... 28 2.10 +0.07 ... 16.53 10.96 AviatNetworks AVNW ... 10 12.00 –1.32 ... 5.00 2.84 CalumetSpecialty CLMT ... 21 3.39 –0.79 ... 40.95 21.14 Core-Mark CORE 2.1 20 23.01 –0.66 .12 34.75 26.75 EnterpriseBncp EBTC 2.5 10 27.47 –2.85 .175
35.93 13.64 Alector ALEC ... dd 27.48 –2.99 ... 10.79 4.37 AvidTechnology AVID ... dd 7.39 –1.30 ... 19.30 3.55 Calyxt CLXT ... dd 6.31 +0.34 ... 64.45 38.66 CornerstoneOnDem CSOD ... dd 41.03 –16.20 ... 48.81 37.39 EnterpriseFinSvcs EFSC 1.9 11 38.27 –6.58 .18
141.86 89.70 AlexionPharm ALXN ... 9 94.03 –9.11 ... 52.98 23.86 AvisBudget CAR ... 8 32.38 –15.57 ... 11.75 5.75 CambiumNtwks CMBM ... dd 6.25 –0.27 ... 73.84 19.35 Cortexyme CRTX ... ... 50.25 –9.83 ... 27.82 9.74 Epizyme EPZM ... dd 21.43 –3.45 ...
38.25 25.25 Alico ALCO 1.1 6 32.57 –3.14 .09 49.03 29.98 Avnet AVT 2.7 32 30.68 –4.90 .21 48.48 38.68 CamdenNational CAC 3.2 11 41.01 –6.12 .33 96.45 62.43 Corvel CRVL ... 27 68.94 –11.54 ... 99.63 67.00 ePlus PLUS ... 14 75.76 –9.96 ...
334.64 169.84 AlignTech ALGN ... 39 218.35 –41.91 ... 4.14 2.66 Aware AWRE ... dd 3.05 –0.13 ... 14.24 7.88 Camtek CAMT .0 19 10.46 –1.55 .17 8.10 2.53 CorvusPharm CRVS ... dd 3.44 –0.67 ... 4.74 2.74 EpsilonEnergy EPSN ... 9 2.98 –0.11 ...
18.15 ... AlimeraSciences ALIM ... dd 7.21 +0.60 ... 29.24 13.99 AxcelisTechs ACLS ... 48 23.99 –2.17 ... 13.00 4.31 Canaan CAN ... ... 5.09 –0.77 ... 746.70 450.41 CoStar CSGP ... 78 667.59 –48.65 ... 8.66 2.56 Equillium EQ ... dd 4.81 –0.32 ...
37.75 16.65 Alkermes ALKS ... dd 20.84 +0.60 ... 15.99 2.76 AxcellaHealth AXLA ... ... 3.77 –1.19 ... 25.89 14.50 CanadianSolar CSIQ ... 6 20.40 –2.61 ... 325.26 215.77 Costco COST .9 33 281.14 –40.81 .65 657.00 420.00 Equinix EQIX 1.9 95 572.80 –83.19 2.66
139.99 30.32 Allakos ALLK ... dd 62.33 –3.29 ... 90.10 46.28 AxonEnterprise AAXN ... cc 77.37 –8.62 ... 14.99 11.60 CanterburyPark CPHC 2.4 12 11.85 –0.65 .07 27.98 16.24 CountyBancorp ICBK 1.1 10 24.64 –1.87 .07 34.19 22.75 EquityBcshs EQBK ... 16 26.18 –1.87 ...
38.95 29.88 AllegianceBcshs ABTX 1.2 13 33.17 –4.52 .10 43.37 18.08 AxonicsModul AXNX ... dd 35.45 –0.65 ... 15.07 11.02 CapitalBancorp CBNK ... 11 13.84 –0.40 ... 178.00 83.00 CoupaSoftware COUP ... dd 149.75 –13.56 ... 270.23 137.42 ErieIndemnity A ERIE 2.7 24 142.92 –16.08 .965
183.26 120.91 AllegiantTravel ALGT 2.1 10 135.54 –27.32 .70 19.60 2.77 AxovantGene AXGT ... dd 2.93 –1.53 ... 30.95 21.04 CapitalCityBank CCBG 2.0 15 26.65 –2.56 .13 23.43 11.54 CovenantTranspt CVTI ... 27 12.10 –3.65 ... 10.65 3.95 ErytechPharma ERYP ... dd 5.25 –1.17 ...
7.95 1.55 AllenaPharm ALNA ... dd 1.97 –0.19 ... 109.94 7.64 AxsomeTherap AXSM ... dd 78.00 –13.13 ... 14.20 8.44 CapitalProduct CPLP 13.3 dd 10.52 –1.84 .35 36.92 8.16 Covetrus CVET ... dd 11.11 –0.89 ... 12.49 8.30 Escalade ESCA 5.9 17 8.49 –0.46 .125
20.78 5.96 AllianceResource ARLP 23.7 2 6.74 –0.81 .40 22.90 17.78 CapitalSouthwest CSWC 8.8 24 18.23 –2.30 .10 18.36 13.55 Cowen COWN 1.1 27 14.97 –1.99 .04 76.98 33.13 EsperionTherap ESPR ... dd 50.49 –11.27 ...
60.28 45.37 AlliantEnergy LNT 2.9 22 52.12 –7.02 .38 7.12 141.82
49.98 30.98 AlliedMotionTech AMOT .3 22 38.54 –8.26 .03 B 9.99
14.57 12.05
CapitalaFinance
CapitolFedFin
CPTA
CFFN
13.7
2.8
dd
18
7.29
12.21
–1.74
–1.15
.0833
.085
180.93
17.40 7.11
CrackerBarrel
CraftBrewAlliance
CBRL
BREW
3.6
...
16
dd
143.33
15.91
–25.47
–0.28
1.30
...
10.20
73.35
5.11
39.76
EtonPharm
Etsy
ETON
ETSY
...
...
dd
77
5.40
57.81
–0.86
+4.11
...
...
33.80 21.25 AllogeneTherap ALLO ... dd 27.00 +0.99 ... 17.48 13.22 CapStarFin CSTR 1.5 11 13.44 –1.91 .05 509.99 385.36 CreditAcceptance CACC ... 12 403.20 –31.40 ... 171.25 117.75 EuronetWorldwide EEFT ... 20 124.04 –16.32 ...
13.05 6.74 Allot ALLT ... dd 10.85 –1.10 ... 6.32 3.70 BBQ Holdings BBQ ... 18 4.42 –0.40 ... 27.55 12.63 CaraTherap CARA ... dd 15.03 –2.20 ... 69.21 40.46 Cree CREE ... dd 44.73 –2.66 ... 10.09 3.58 EveloBiosci EVLO ... dd 5.06 –0.82 ...
12.02 7.34 AllscriptsHlthcr MDRX ... dd 7.54 –0.99 ... 14.96 11.05 BCB Bancorp BCBP 4.9 9 11.34 –1.44 .14 55.22 32.02 CardiovascularSys CSII ... dd 37.62 –2.59 ... 17.99 14.84 CrescentCapBDC CCAP ... 14 15.74 –0.76 ... 3.80 1.24 Ever-Glory EVK ... 4 1.33 –0.06 ...
134.51 65.81 AlnylamPharm ALNY ... dd 117.66 –13.37 ... 4.91 1.13 BCommunications BCOM ... dd 1.23 –0.20 ... 107.50 14.14 Cardlytics CDLX ... dd 79.39 –16.48 ... 12.66 4.06 Cresud CRESY ... ... 4.83 –0.24 ... 109.44 59.85 Everbridge EVBG ... dd 105.66 +0.69 ...
14.50 8.22 Alpha&OmegaSem AOSL ... cc 10.84 –0.14 ... 10.95 2.97 BELLUS Health BLU ... dd 8.77 –1.88 ... 47.41 26.16 Cardtronics CATM ... 34 36.27 –2.24 ... 28.81 14.33 CrineticsPharm CRNX ... dd 20.58 –3.00 ... 48.23 7.01 EverQuote EVER ... dd 40.62 –6.03 ...
1530.74 1027.03 Alphabet A GOOGL ... 27 1339.25 –144.21 ... 6.41 4.46 BGC Partners BGCP 12.0 29 4.66 –0.84 .14 41.27 18.75 CareDx CDNA ... dd 23.31 –4.94 ... 28.50 12.31 Criteo CRTO ... 9 12.67 –0.59 ... 9.33 3.41 EverspinTech MRAM ... dd 3.70 –0.42 ...
1532.11 1025.00 Alphabet C GOOG ... 27 1339.33 –145.78 ... 53.00 31.53 BJsRestaurants BJRI 1.6 15 32.95 –5.87 .13 25.54 18.77 CareTrustREIT CTRE 4.3 42 20.87 –2.40 .225 43.79 17.52 Crocs CROX ... 16 26.17 –10.53 ... 2.65 1.26 Evogene EVGN ... dd 1.33 –0.22 ...
7.93 1.56 Alphatec ATEC ... dd 5.85 –0.79 ... 31.67 16.86 BMC Stock BMCH ... 15 24.53 –6.00 ... 43.20 24.80 CarGurus CARG ... 69 25.49 –2.11 ... 24.37 5.41 Cronos CRON ... 7 5.85 –1.30 ... 29.50 8.28 Evolus EOLS ... dd 8.59 –1.64 ...
8.24 2.25 AlpineImmune ALPN ... dd 3.12 –0.12 ... 91.25 70.92 BOK Fin BOKF 2.8 10 72.40 –8.24 .51 34.98 17.33 Carlyle CG 4.1 10 28.46 –2.81 .25 12.99 6.75 CrossCtyHlthcr CCRN ... dd 9.48 –0.49 ... 29.86 11.54 Exagen XGN ... dd 17.08 –0.74 ...
43.28 27.91 AltairEngg ALTR ... dd 34.80 –1.52 ... 18.50 12.92 BRP Group BRP ... ... 15.44 –1.98 ... 11.07 3.71 CarrolsRestr TAST ... dd 4.13 –0.96 ... 15.50 11.11 CrossFirstBkshs CFB ... 17 13.25 –1.15 ... 25.31 15.02 Exelixis EXEL ... 18 18.59 –2.50 ...
5.94 1.51 Altimmune ALT ... dd 3.70 +1.94 ... 56.89 26.34 BRP DOOO .7 15 40.96 –11.76 .0762 24.25 16.48 CarterBk&Tr CARE .0 17 16.90 –2.52 .14 101.88 44.58 CrowdStrike CRWD ... dd 59.64 –1.29 ... 51.18 42.32 Exelon EXC 3.5 14 43.11 –6.61 .3825
27.08 15.30 AltisourcePortf ASPS ... dd 15.89 –3.52 ... 30.17 16.10 B RileyFin RILY 3.0 12 23.66 –3.25 .475 10.50 3.09 CasaSystems CASA ... dd 3.28 –1.56 ... 6.99 3.45 CumberlandPharm CPIX ... dd 4.03 –0.47 ... 78.86 55.34 ExlService EXLS ... 38 74.65 –2.63 ...
38.43 23.89 AltraIndlMotion AIMC 2.3 15 30.12 –4.55 .17 186.22 93.39 Baidu BIDU ... dd 119.98 –9.82 ... 56.14 32.07 CasellaWaste CWST ... 74 48.45 –5.09 ... 20.00 11.55 CumulusMedia CMLS ... 4 12.05 –2.19 ... 11.46 6.02 ExOne XONE ... dd 6.10 –1.05 ...
6.51 1.40 AltusMidstream ALTM ... dd 1.46 –0.41 ... 113.93 82.33 Balchem BCPC .6 39 94.46 –8.72 .52 181.99 122.86 CaseysGenStores CASY .8 26 163.02 –16.90 .32 2.90 0.96 Curis CRIS ... dd 1.30 –0.12 ... 12.55 7.79 eXpWorld EXPI ... dd 9.56 –1.91 ...
20.00 14.58 AmalgamBank AMAL 2.0 11 16.01 –2.19 .08 14.20 2.85 BallardPower BLDP ... dd 8.90 –4.24 ... 60.97 44.35 CassInfoSys CASS 2.3 23 46.95 –5.96 .27 39.15 15.83 Cutera CUTR ... dd 24.78 –2.30 ... 144.00 93.53 Expedia EXPE 1.4 26 98.62 –21.50 .34
26.12 13.67 Amarin AMRN ... dd 14.67 –3.26 ... 63.96 50.14 BancFirst BANF 2.5 13 51.30 –7.70 .32 39.77 15.26 CastleBiosci CSTL ... ... 29.94 –2.47 ... 148.74 94.30 CyberArkSoftware CYBR ... 65 104.70 –16.19 ... 81.64 66.91 ExpeditorsIntl EXPD 1.4 21 70.42 –4.99 .50
2185.95 1586.57 Amazon.com AMZN ... 82 1883.75 –212.22 ... 90.63 42.61 Bandwidth BAND ... cc 62.89 –13.86 ... 9.76 4.42 CatabasisPharm CATB ... dd 4.88 –0.59 ... 26.75 11.55 CyberOptics CYBE ... cc 21.24 –3.73 ... 82.82 54.38 Exponent EXPO 1.0 48 73.65 –7.53 .19
73.59 36.68 Ambarella AMBA ... dd 59.45 –8.00 ... 34.34 24.35 BankOZK OZK 4.1 8 25.39 –2.48 .26 38.92 30.17 CathayGenBncp CATY 4.0 9 30.78 –5.47 .31 22.85 1.69 CyclerionTherap CYCN ... dd 4.28 –0.33 ... 19.73 10.39 ExtendedStayAmer STAY 8.4 31 10.98 –1.60 .23
77.29 52.90 Amdocs DOX 2.1 18 63.75 –9.40 .3275 12.31 9.51 BankofCommerce BOCH 1.9 13 10.46 –0.89 .05 236.10 112.00 CavcoIndustries CVCO ... 22 201.72 –26.41 ... 14.00 1.29 CymaBayTherap CBAY ... dd 1.66 –0.12 ... 5.67 0.60 ExtractionOil XOG ... 2 .69 –0.24 ...
202.76 106.65 Amedisys AMED ... 45 174.01 –20.02 ... 32.75 25.92 BankofPrinceton BPRN 1.5 19 27.26 –2.88 .10 9.84 6.53 CECO Env CECE ... 23 6.75 –0.98 ... 23.55 14.42 CypressSemi CY 1.9 cc 23.09 –0.31 .11 8.50 4.90 ExtremeNetworks EXTR ... dd 5.03 –1.26 ...
23.59 13.50 AmerantBancorpA AMTB ... 15 18.46 –1.20 ... 20.04 15.10 Bank7 BSVN 2.2 22 17.90 –0.57 .10 20.84 9.50 Cellectis CLLS ... dd 15.62 –3.20 ... 79.73 48.94 CyrusOne CONE 3.3 cc 60.58 –9.02 .50 2.72 1.19 EyePointPharm EYPT ... dd 1.29 –0.16 ...
17.50 11.00 AmerantBancorpB AMTBB ... 12 14.42 –0.98 ... 16.06 11.10 BankFinancial BFIN 3.5 15 11.34 –0.86 .10 19.86 10.98 CellularBiomed CBMG ... dd 15.96 –0.72 ... 16.96 5.75 Cytokinetics CYTK ... dd 13.94 –1.34 ... 11.25 4.54 Ezcorp EZPW ... 37 4.80 –0.07 ...
426.50 295.82 Amerco UHAL .0 20 322.51 –20.25 .50 31.43 24.67 BankwellFin BWFG 2.0 12 28.47 –0.56 .14 22.99 8.10 Celyad CYAD ... dd 8.39 –1.99 ... 12.63 5.10 CytomXTherap CTMX ... dd 6.69 –0.61 ...
8.18 6.65 AmerFirstMultifam ATAX 7.2 17 6.98 –0.99 .125 44.98 19.99 .14
35.96 18.77 AmerAirlines AAL 2.1 5 19.05 –8.77 .10
62.65
56.47 29.50
Banner
Baozun
BANR
BZUN
3.6
...
11
41
45.64
31.72
–7.42
–1.46
1.00
...
26.79
15.59 7.80
CenterStateBank
Centogene
CSFL
CNTG
2.2
...
11
dd
20.23
13.30
–3.43
+1.57 ...
D F
15.18 9.36 AmericanFin AFIN 10.6 dd 10.40 –2.81 .0917 95.64 58.71 BarrettBus BBSI 2.0 10 59.90 –24.25 .30 5.03 3.43 CentralEurMedia CETV ... 14 4.43 –0.07 ...
41.50 30.26 AmNtlBcsh AMNB 3.5 15 30.89 –4.66 .27 20.38 9.44 BassettFurniture BSET 5.1 dd 9.87 –0.56 .125 34.69 22.40 CentralGarden CENT ... 18 26.78 –2.96 ... 64.99 40.50 FARO Tech FARO ... dd 57.24 –4.60 ...
150.96 96.50 AmericanNatlIns ANAT 3.3 8 98.36 –13.81 .82 24.89 19.74 BayCom BCML ... 14 21.31 –1.15 ... 32.29 20.51 CentralGardenA CENTA ... 17 25.31 –2.98 ... 13.49 6.63 DBV Tech DBVT ... dd 9.79 –0.14 ... 168.94 117.82 F5Networks FFIV ... 18 119.95 –13.41 ...
12.99 5.41 AmerOutdoor AOBC ... cc 9.96 –0.94 ... 40.00 26.50 BeaconRoof BECN ... dd 29.70 –3.82 ... 9.91 5.02 CenturyAluminum CENX ... dd 5.80 –0.59 ... 1.93 0.79 DHX Media WLDBF ... dd .98 +0.05 ... 60.89 44.06 FRP Holdings FRPH ... 31 45.23 –4.63 ...
34.97 21.51 AmericanPubEdu APEI ... 28 22.26 –3.05 ... 31.80 18.55 BeamTherap BEAM ... ... 22.49 –3.60 ... 95.70 70.20 CenturyBancorpA CNBKA .7 11 72.30 –12.24 .12 6.90 1.72 DIRTT Envl DRTT ... dd 1.81 –1.32 ... 224.20 159.28 Facebook FB ... 30 192.47 –17.71 ...
16.43 11.07 AmRvrBksh AMRB 1.9 15 14.47 –0.32 .07 4.46 2.80 BeasleyBroadcast BBGI 6.4 6 3.11 –0.77 .05 4.38 1.65 Ceragon CRNT ... dd 1.69 –0.23 ... 44.48 30.33 DISH Network DISH ... 13 33.52 –7.21 ... 16.60 11.04 FangddNetwork DUO ... 31 11.71 –1.49 ...
19.82 11.18 AmerSoftware AMSWA 2.7 66 16.45 –2.75 .11 19.57 7.31 BedBath BBBY 6.3 dd 10.81 –1.64 .17 29.36 12.89 Cerence CRNC ... ... 21.71 –4.82 ... 76.68 34.20 DMC Global BOOM 1.4 16 36.06 –3.36 .125 35.55 20.16 Fanhua FANH 5.6 15 20.30 –1.44 .30
16.33 6.12 AmerSupercond AMSC ... dd 6.85 –1.24 ... 210.35 113.01 BeiGene BGNE ... dd 158.35 –11.19 ... 80.90 54.60 Cerner CERN 1.0 42 69.27 –6.80 .18 16.30 13.22 DSP Group DSPG ... dd 13.61 –1.83 ... 24.07 10.26 FarmerBros FARM ... dd 12.35 –1.86 ...
117.70 70.92 AmericanWoodmark AMWD ... 17 83.77 –30.94 ... 23.11 8.90 BelFuse A BELFA 2.3 dd 10.30 –1.64 .06 6.88 3.70 Cerus CERS ... dd 5.14 –0.02 ... 45.66 27.56 DXP Ents DXPE ... 12 28.39 –4.35 ... 39.31 28.38 Fastenal FAST 2.9 25 34.22 –4.64 .25
129.70 80.40 AmerCarMart CRMT ... 13 102.77 –19.16 ... 27.77 9.03 BelFuse B BELFB 2.4 dd 11.44 –1.66 .07 17.57 11.24 ChangeHlthcr CHNG ... dd 13.59 –2.42 ... 8.29 4.82 Daktronics DAKT 4.1 dd 4.92 –1.03 .05 32.26 12.59 FateTherap FATE ... dd 29.20 –1.74 ...
44.90 32.91 AmerisBancorp ABCB 1.8 12 34.18 –6.13 .15 41.40 7.21 BellicumPharm BLCM ... dd 9.00 –0.20 ... 63.29 45.21 ChangeHlthcrUn CHNGU 5.8 ... 51.81 –6.74 .75 50.12 27.55 Datadog DDOG ... dd 45.15 –0.53 ... 19.13 11.18 FedNat FNHC 2.8 cc 13.04 –1.48 .09
4.30 3.92 AmeriServFin ASRV 2.5 12 4.03 –0.09 .025 50.78 11.52 Benefitfocus BNFT ... dd 12.48 –3.63 ... 20.68 5.43 Changyou.com CYOU ... 6 10.76 +0.05 ... 59.60 31.43 Dave&Buster's PLAY 1.9 12 33.01 –13.59 .16 2.91 0.51 Ferroglobe GSM ... dd .80 –0.23 ...
244.99 166.30 Amgen AMGN 3.2 16 199.73 –23.06 1.60 13.29 5.52 Berry(bry) BRY 7.5 3 6.37 –0.83 .12 95.66 52.32 ChartIndustries GTLS ... 44 56.92 –11.31 ... 2.30 1.06 DAVIDsTEA DTEA ... dd 1.14 –0.18 ... 60.49 32.33 FibroGen FGEN ... cc 41.80 –3.68 ...
14.62 7.11 AmicusTherap FOLD ... dd 9.55 –1.24 ... 239.71 45.00 BeyondMeat BYND ... dd 89.65 –27.80 ... 546.54 335.53 CharterComms CHTR ... 66 493.17 –42.17 ... 3.70 1.82 DawsonGeophys DWSN ... dd 2.06 –0.08 ... 70.00 47.62 FidelityD&D FDBC 2.3 16 49.30 –7.78 .28
15.25 6.41 AmkorTech AMKR ... 21 10.44 –1.89 ... 17.99 6.24 BicycleTherap BCYC ... dd 12.93 –2.44 ... 132.76 98.91 CheckPoint CHKP ... 19 103.80 –12.54 ... 71.11 19.88 DecipheraPharm DCPH ... dd 53.24 –1.86 ... 15.35 8.11 FiestaRestaurant FRGI ... dd 9.66 –0.74 ...
25.43 15.18 AmphastarPharm AMPH ... 15 15.39 –2.89 ... 4.24 1.57 Big5SportingGds BGFV 9.0 6 2.23 –1.34 .05 51.15 33.60 Cheesecake CAKE 4.0 12 35.63 –6.50 .36 30.41 14.24 DenaliTherap DNLI ... dd 19.77 –4.68 ... 31.64 23.73 FifthThirdBncp FITB 3.9 7 24.40 –5.00 .27
7.96 4.68 AmtechSystems ASYS ... dd 4.98 –0.69 ... 29.28 13.23 Bilibili BILI ... dd 25.68 –1.20 ... 42.06 28.79 ChefsWarehouse CHEF ... 38 30.62 –5.56 ... 60.87 45.87 DentsplySirona XRAY .8 68 49.24 –7.61 .10 97.08 59.36 51job JOBS ... 51 74.77 –2.12 ...
Nasdaq Issues
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt. FIVE-DAY NASDAQ COMPOSITE
33.28 25.19 FinInstitutions FISI 3.7 9 26.91 –3.50 .25 29.00 1.95 Greenlane GNLN ... dd 2.14 –0.34 ... 8.24 5.61 InnatePharma IPHA ... 10 6.26 –1.40 ...
18.34
41.34
12.66
31.65
FireEye
FirstBancorpNC
FEYE
FBNC
...
2.2
dd
10
13.24
32.10
–2.26
–4.56
...
.18
12.60
16.42
8.03
5.74
GreenlightCapRe
GreenSky
GLRE
GSKY
...
...
dd
14
8.44
7.98
–1.03
–0.78
...
...
5.81
1.56
2.58
0.88
InnerWorkings
Innodata
INWK
INOD
...
...
dd
dd
3.14
1.15
–0.66
+0.01
...
...
Gimme Shelter: Coronavirus panic clobbered travel stocks like Sabre,
30.64 24.19 FirstBancorp FNLC 4.7 11 25.50 –2.46 .30 4.69 0.90 Gridsum GSUM ... dd .96 –0.04 ... 107.85 78.00 Innospec IOSP 1.2 19 86.54 –9.16 .52 while lifting vaccine developers like Moderna. The Nasdaq Composite
35.88 28.07 FirstBancshares FBMS 1.3 12 29.84 –4.86 .10 43.50 32.30 GriffinIndlRealty GRIF 1.2 56 40.24 –3.16 .50 7.11 2.75 InnovSolSuprt ISSC ... 47 5.58 –0.64 ...
11.82 9.63 FirstBank FRBA 1.2 13 9.75 –0.99 .03 25.73 17.57 Grifols GRFS 1.4 24 21.41 –4.22 .1642 15.89 10.03 Innoviva INVA ... 9 13.47 –1.65 ...
28.00 21.51 FirstBusey BUSE 4.0 12 22.07 –3.52 .22 7.97 4.12 GrindrodShipping GRIN ... dd 4.30 –0.61 ... 109.86 37.25 Inogen INGN ... 49 45.78 +1.65 ... Index ended Friday at 8,567—off 10.5% in a rough week.
27.35 19.91 FirstBusFinSvcs FBIZ 2.8 9 24.00 –1.50 .165 15.94 7.00 GritstoneOncology GRTS ... dd 8.40 –2.05 ... 22.99 11.50 Inovalon INOV ... cc 19.48 –0.86 ...
542.12 381.50 FirstCitizBcshA FCNCA .4 11 453.31 –67.19 .40 47.57 27.75 GroceryOutlet GO ... dd 31.65 ... ... 5.95 1.92 InovioPharma INO ... dd 4.28 +0.54 ... Monday Tuesday Wednesday Thursday Friday
36.03 25.51 FstCmntyBcsh FCBC 3.8 11 26.16 –4.59 .25 3.82 1.27 Groupon GRPN ... dd 1.34 –0.31 ... 9.75 3.61 Inseego INSG ... dd 6.94 –2.31 ... 9630
22.91 16.47 1stConstBncp FCCY 2.0 12 18.32 –2.75 .09 67.07 42.17 GrAeroportuario OMAB 2.8 20 52.08 –14.07 1.6984 73.22 46.28 InsightEnt NSIT ... 12 55.09 –3.43 ...
32.39 23.16 FirstDefiance FDEF 3.7 10 23.92 –4.25 .22 34.16 24.27 GuarantyBcshrs GNTY 2.5 12 27.61 –3.08 .18 34.94 15.33 Insmed INSM ... dd 24.90 –6.35 ... (Prev Fri's
27.97 20.18 FirstFinBncpOH FFBC 4.5 10 20.60 –3.92 .23 26.93 21.89 GuarFedBcsh GFED 2.5 11 23.58 –0.18 .15 26.61 17.49 InsteelInds IIIN .6 cc 19.89 –2.43 .03 Close)
36.45 27.13 FirstFinBkshs FFIN 1.7 24 28.74 –5.28 .12 112.22 56.33 GuardantHealth GH ... dd 86.96 –1.85 ... 219.85 80.43 Insulet PODD ... cc 189.97 –22.34 ...
46.93 37.41 FirstFinIN THFF 2.6 11 39.95 –3.33 .52 9.99 4.25 GulfIslandFab GIFI ... dd 4.45 –0.36 ... 65.09 46.07 IntegraLifeSci IART ... 90 52.10 –7.17 ... 9280
17.24 13.20 FirstFinNW FFNW 2.9 14 13.95 –1.33 .10 7.40 2.25 Gulf Resources GURE ... dd 3.49 –0.43 ... 69.29 42.86 Intel INTC 2.4 12 55.52 –8.82 .33
17.64 12.91 FirstFoundation FFWM 1.9 12 14.48 –2.13 .07 8.32 0.50 GulfportEnergy GPOR ... dd .82 –0.44 ... 19.00 10.26 IntelliaTherap NTLA ... dd 13.35 –0.04 ...
22.38 15.16 FirstGuarBcshs FGBI 3.7 13 17.08 –2.56 .16 10.54 2.55 Intellicheck IDN ... dd 8.13 –0.97 ...
23.52 56.81
31.25
28.50 17.56
FirstHawaiian
FirstInternetBncp
FHB
INBK
4.3
1.0
11
10
23.95
24.29
–4.35
–3.34
.26
.06 H 81.40
59.32 44.50
InterParfums
InteractiveBrkrs
IPAR
IBKR
2.2
.8
32
24
60.06
51.10
–8.18
–3.94
.33
.10 8930
43.83 33.30 FirstInterBanc FIBK 4.0 12 34.06 –5.78 .60 125.00 56.76 InterceptPharm ICPT ... dd 91.94 –3.05 ...
42.48 33.00 FirstMerchants FRME 3.0 11 34.98 –6.12 .26 37.85 22.23 H&E Equipment HEES 4.6 10 23.76 –3.10 .275 72.66 47.02 InterDigital IDCC 2.6 79 52.89 –10.39 .35
36.45 26.88 FirstMidBcshs FMBH 2.8 10 28.17 –4.51 .40 20.71 14.69 HBT Finl HBT 1.0 ... 15.48 –2.53 .15 18.07 10.37 Interface TILE 1.8 11 14.59 –2.01 .065
23.64 17.82 FirstMidwestBncp FMBI 3.1 10 18.15 –2.50 .14 47.13 36.99 HD Supply HDS ... 14 38.02 –4.99 ... 5.99 0.66 InterNAP INAP ... dd .66 –0.31 ...
18.25 14.59 FirstNWBncp FNWB 1.3 17 15.92 –0.65 .05 23.34 20.01 HMN Fin HMNF ... 12 20.65 –0.28 ... 44.00 32.04 IntlBcshs IBOC 3.2 11 34.10 –6.28 .55 8580
69.24 42.50 FirstSolar FSLR ... dd 45.77 –4.82 ... 40.67 22.47 HMS Holdings HMSY ... 23 22.97 –1.26 ... 34.99 14.62 IntersectENT XENT ... dd 23.86 –2.90 ...
53.42 41.14 1stSource SRCE 2.8 12 42.05 –5.18 .29 14.76 6.06 Hookipa HOOK ... dd 9.92 –2.07 ... 7.68 4.52 Intevac IVAC ... cc 5.60 –1.24 ...
24.99 16.75 FirstUnited FUNC 2.4 12 21.63 –2.54 .13 14.16 7.80 HabitRestaurants HABT ... 83 13.96 –0.02 ... 43.56 6.75 Intra-Cellular ITCI ... dd 21.10 –3.60 ... -355.31 -255.67 +15.16 -414.29 +0.89
18.98 12.47 FirstWesternFin MYFW ... 19 18.65 +0.09 ... 18.90 14.54 HackettGroup HCKT 2.3 21 15.40 –1.70 .18 28.31 14.28 Intricon IIN ... dd 14.88 –2.09 ...
106.80 75.57 FirstCash FCFS 1.4 20 76.92 –8.40 .27 75.43 35.01 HailiangEduc HLG ... 35 58.29 +0.26 ... 306.89 236.03 Intuit INTU .8 43 265.85 –31.72 .53 8230
13.75 5.45 FirsthandTechVal SVVC ... dd 5.90 –0.34 ... 27.69 17.94 HainCelestial HAIN ... dd 23.73 –3.07 ... 619.00 455.15 IntuitiveSurgical ISRG ... 46 533.96 –79.12 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
114.87 83.02 FirstService FSV .7 dd 98.85 –9.60 .165 20.30 9.74 HallmarkFin HALL ... 9 14.18 –3.36 ... 26.46 21.18 Investar ISTR 1.1 13 21.36 –1.12 .06
125.05 81.62 Fiserv FISV ... 60 109.36 –10.13 ... 22.06 14.61 HalozymeTherap HALO ... dd 19.57 –2.26 ... 8.13 6.13 InvestcpCredit ICMB 14.5 dd 6.88 –0.67 .25
148.22 95.31 FiveBelow FIVE ... 35 96.95 –18.70 ... 74.01 40.85 HamiltonLane HLNE 1.8 35 62.14 –8.05 .275 12.74 10.05 InvestorsBancorp ISBC 4.6 14 10.54 –1.16 .12
80.58 46.09 Five9 FIVN ... dd 73.03 –0.22 ... 44.74 33.04 HancockWhitney HWC 3.2 9 33.50 –6.28 .27 182.52 134.04 InvestorsTitle ITIC 1.0 10 163.96 –12.24 8.00 52-Week Tick Div
15.20 86.58 49.73 IonisPharma IONS ... 24 50.78 –9.71 ...
13.84
14.00
3.18
8.82
FivePrimeTherap
Flex
FPRX
FLEX
...
...
dd
dd
3.83
11.11
–1.53
–2.13
...
...
24.09
11.20 8.75
HanmiFinancial
HarborOneBncp
HAFC
HONE
6.2
...
15
30
15.60
9.99
–2.03
–1.08
.24
... 34.46 9.21 IovanceBiotherap IOVA ... dd 32.91 +6.93 ... NOTICE TO READERS: High Low Name Sym Yld P/E Last Chg. Amt.
22.98 8.76 FlexionTherap FLXN ... dd 15.79 –1.52 ... 8.57 5.01 Harmonic HLIT ... dd 6.14 –0.51 ... 28.00 15.12 iQIYI IQ ... dd 22.43 –1.67 ... 5.78 1.23 MarinSoftware MRIN ... dd 1.41 +0.07 ...
25.90 12.98 Flexsteel FLXS 6.4 dd 13.74 –1.34 .22 21.47 9.07 HarpoonTherap HARP ... dd 15.34 +0.02 ... 98.07 56.24 iRhythmTechs IRTC ... dd 86.97 –1.03 ... Sign up for the Weekly Market Lab 5.40 0.77 MarinusPharma MRNS ... dd 2.50 –0.34 ...
59.44 41.01 FlirSystems FLIR 1.6 34 42.47 –15.88 .17 4.66 1.51 HarvardBioSci HBIO ... dd 3.24 +0.62 ... 5.69 1.50 Iridex IRIX ... dd 2.83 –0.43 ... 9.17 2.33 MarkerTherap MRKR ... dd 2.47 –0.27 ...
7.47 1.26 Fluent FLNT ... dd 2.33 –0.47 ... 126.87 75.63 Hasbro HAS 3.5 19 77.25 –12.72 .68 32.08 19.70 IridiumComm IRDM ... dd 27.07 –3.13 ... Newsletter: barrons.com/newsletters 421.45 222.31 MarketAxess MKTX .7 60 324.33 –15.76 .60
14.90 2.12 Fluidigm FLDM ... dd 3.32 –0.52 ... 31.34 20.52 HawaiianHoldings HA 2.3 4 20.88 –5.93 .12 132.88 42.41 iRobot IRBT ... 16 47.99 –4.15 ... 25.44 18.82 MarlinBusSvcs MRLN 2.8 9 19.66 –1.09 .14
23.41 17.78 FlushingFin FFIC 4.6 13 18.16 –2.03 .21 47.94 32.79 Hawkins HWKN 2.6 14 35.75 –5.40 .2325 14.10 7.91 IronwoodPharm IRWD ... 92 12.04 +0.41 ... 153.39 114.46 Marriott MAR 1.5 33 124.00 –19.24 .48
4.84 1.97 FoamixPharm FOMX ... dd 3.60 –0.76 ... 27.75 20.53 HawthornBcsh HWBK 2.2 8 21.74 –1.30 .12 9.30 1.68 IterumTherap ITRM ... dd 2.40 –0.63 ... 23.39 16.42 MartenTransport MRTN .6 18 19.54 –3.66 .03
40.36 19.05 FocusFinPtrs FOCS ... dd 27.19 –6.72 ... 39.04 24.87 HaynesIntl HAYN 3.5 22 25.31 –3.01 .22 88.32 45.54 Itron ITRI ... 62 75.84 –9.21 ... Please visit the new Market Lab 13.23 2.02 MartinMidstream MMLP 10.3 dd 2.43 –0.11 .0625
46.43 23.95 ForescoutTechs FSCT ... dd 32.54 –0.43 ... 27.62 14.62 Headhunter HHR 1.5 ... 21.07 –3.25 .36 37.95 21.50 IturanLocation ITRN 4.2 13 22.89 –2.82 .24 28.86 18.08 MarvellTech MRVL 1.1 dd 21.30 –3.13 .06
28.58 14.20 FormFactor FORM ... 44 22.37 –1.97 ... 49.85 26.00 HealthCatalyst HCAT ... dd 30.38 +0.27 ... home page on barrons.com under 186.91 118.93 Masimo MASI ... 48 163.33 –15.04 ...
75.23
51.75
41.00
30.76
FormulaSys
ForresterResearch
FORTY
FORR
1.0
...
27
dd
68.01
36.06
–3.09
–4.10
.3245
...
40.99
38.56
15.95
21.16
HealthInsInnov
HealthcareSvcs
HIIQ
HCSG
...
2.9
27
32
29.41
27.54
–0.55
–2.91
...
.2013 J Data.
26.74
95.32
13.33
52.31
MasterCraftBoat
MatchGroup
MCFT
MTCH
...
...
17
36
16.17
65.00
–2.89
–8.50
...
...
15.42 3.40 Forterra FRTA ... dd 13.54 –1.83 ... 88.78 50.87 HealthEquity HQY ... 83 70.99 –16.74 ... 20.41 13.56 Materialise MTLS ... cc 16.54 –2.71 ...
121.82 68.87 Fortinet FTNT ... 55 102.06 –12.42 ... 29.78 23.35 HealthStream HSTM ... 56 24.32 –1.90 ... 1.70
196.84
0.51
149.71
JAKKS Pacific
J&JSnackFoods
JAKK
JJSF
...
1.4
dd
32
.71
160.82
–0.12
–14.22
...
.575
www.barrons.com/market-data/ 24.36 11.93 MatrixService MTRX ... dd 12.08 –2.64 ...
65.00 5.53 FortySeven FTSV ... dd 58.00 +8.78 ... 22.71 17.29 HeartlandExp HTLD .4 20 17.91 –2.06 .02 15.19 9.06 Mattel MAT ... dd 11.79 –1.15 ...
72.09 55.06 ForwardAir FWRD 1.2 19 59.01 –6.41 .18 51.85 40.80 HeartlandFinUSA HTLF 1.9 10 42.85 –8.08 .20 43.09
88.85
25.48
51.00
JD.com
Joyy
JD
YY
...
...
cc
6
38.51
53.97
–1.91
–4.88
...
...
market-lab 40.76 28.53 MatthewsIntl MATW 2.8 dd 29.56 –4.55 .21
16.20 3.86 Fossil FOSL ... dd 4.59 –1.42 ... 43.96 20.53 Heidrick&Strug HSII 2.7 9 22.30 –5.14 .15 65.73 51.26 MaximIntProducts MXIM 3.5 20 55.62 –5.55 .48
27.80 14.68 FosterLB FSTR ... 4 15.76 –1.81 ... 198.59 108.31 HelenofTroy HELE ... 22 164.60 –24.03 ... 104.57 79.33 j2Global JCOM .0 20 87.33 –7.85 .455 83.95 55.71 McGrathRent MGRC 2.2 18 69.45 –10.05 .42
174.93 129.22 JackHenry JKHY 1.1 42 151.74 –19.27 .43
41.95 29.70 FoxA FOXA 1.5 11 30.74 –5.25 .23 53.60 36.47 HeliosTechnologies HLIO .9 21 39.75 –2.07 .09 7.80 4.30 MedallionFin MFIN ... cc 5.91 –0.74 ...
41.73 29.61 FoxB FOX 1.5 11 30.45 –5.05 .23 15.34 11.34 HemisphereMedia HMTV ... dd 12.63 –0.88 ... 93.12 67.59 JackintheBox JACK 2.3 26 68.86 –20.48 .40 52-Week Tick Div 13.37 3.92 MediciNova MNOV ... dd 4.20 –0.79 ...
86.91 58.98 FoxFactory FOXF ... 27 63.40 –9.57 ... 73.99 56.58 HenrySchein HSIC ... 18 60.94 –6.60 ... 52.18 34.26 JamesRiver JRVR 3.0 32 40.41 –5.69 .30 5.74 2.24 MediWound MDWD ... 4 2.77 –0.21 ...
154.24 109.04 JazzPharma JAZZ ... 13 114.58 –20.24 ... High Low Name Sym Yld P/E Last Chg. Amt.
21.95 2.78 Francesca's FRAN ... dd 6.48 –0.98 ... 14.07 10.04 HeritageCommerce HTBK 5.1 11 10.26 –1.38 .13 109.09 50.14 Medpace MEDP ... 34 89.94 –9.64 ...
27.49 8.85 Franchise FRG 4.3 41 23.20 –0.74 .25 32.58 21.90 HeritageCrystal HCCI ... 47 26.33 –2.45 ... 21.65 15.42 JetBlue JBLU ... 8 15.78 –4.83 ... 140.00 87.38 LibertyBroadbandC LBRDK ... cc 125.89 –11.13 ... 30.23 13.76 MeiraGTx MGTX ... dd 16.20 –2.12 ...
61.49 42.87 FranklinElec FELE 1.2 25 51.69 –7.70 .155 33.22 22.84 HeritageFin HFWA 3.4 13 23.19 –3.58 .20 22.50 2.45 Jiayin JFIN ... 2 2.57 –0.20 ... 28.62 19.02 LibertyGlobal A LBTYA ... dd 19.52 –1.75 ... 26.97 17.13 MelcoResorts MLCO 3.6 19 17.34 –3.02 .1651
8.13 1.45 FreightCarAmer RAIL ... dd 1.56 –0.04 ... 3.95 0.40 Hexindai HX ... dd .46 –0.05 ... 91.90 54.12 JohnsonOutdoors JOUT 1.1 11 62.41 –8.09 .17 30.05 19.75 LibertyGlobal B LBTYB ... dd 19.75 –1.55 ... 123.79 105.92 MellanoxTech MLNX ... 33 119.42 –3.22 ...
12.63 9.02 FrequencyElec FEIM ... dd 9.30 –0.05 ... 30.98 14.12 HibbettSports HIBB ... 13 19.52 –3.57 ... 10.00 2.79 JounceTherap JNCE ... 3 4.52 –0.76 ... 27.84 18.09 LibertyGlobal C LBTYK ... dd 18.59 –1.62 ... 9.03 2.61 MenloTherap MNLO ... dd 2.95 –2.25 ...
28.78 11.17 FrequencyTherap FREQ ... ... 21.66 –2.93 ... 5.10 1.70 HimaxTechs HIMX ... dd 4.26 –0.73 ... 21.90 14.73 LibertyLatAmA LILA ... dd 15.15 –3.58 ... 756.48 436.45 MercadoLibre MELI ... dd 616.03 –119.57 ...
81.29
53.30
35.95
30.60
Freshpet
frontdoor
FRPT
FTDR
...
...
dd
24
66.46
42.40
–7.78
–4.30
...
...
216.82
24.10
163.00
13.59
HinghamSvg
HollysysAuto
HIFS
HOLI
.9
1.4
10
8
182.96
15.14
–14.03
+0.55
.60
.21
K 21.93
46.52
14.75
30.70
LibertyLatAmC
LibertyFormOne A
LILAK
FWONA
...
...
dd
dd
15.19
37.49
–3.60
–6.23
...
...
37.32
17.74
28.39
8.50
MercantileBank
MercerIntl
MBWM
MERC
3.9
6.2
10
dd
28.69
8.86
–4.08
–1.47
.28
.1375
3.19 0.50 FrontierComm FTR ... dd .54 –0.06 ... 55.25 42.61 Hologic HOLX ... 52 47.12 –5.47 ... 184.50 101.34 KLA KLAC 2.2 22 153.71 –7.41 .85 48.95 31.01 LibertyFormOne C FWONK ... dd 39.06 –7.31 ... 89.44 57.71 MercurySystems MRCY ... 62 73.46 –11.63 ...
3.06 0.80 FuelTech FTEK ... dd .80 –0.07 ... 40.80 32.42 HomeBancorp HBCP 2.7 11 33.07 –3.38 .22 29.50 2.30 KLX Energy KLXE ... dd 2.42 –0.51 ... 30.16 25.31 LibertyBraves A BATRA ... dd 26.02 –2.23 ... 8.48 1.08 MereoBioPharma MREO ... dd 1.85 –0.55 ...
6.61 0.13 FuelCell FCEL ... dd 1.95 –0.57 ... 21.04 16.38 HomeBancShares HOMB 3.1 10 16.76 –2.80 .13 11.64 8.64 KVH Inds KVHI ... dd 10.42 –0.72 ... 30.03 25.40 LibertyBraves C BATRK ... dd 25.98 –2.33 ... 9.95 7.72 MeridaMergerCorp.I MCMJ ... ... 9.80 –0.05 ...
22.96 4.37 FulcrumTherap FULC ... ... 18.92 –0.30 ... 35.44 24.71 HomeStreet HMST 2.2 16 27.09 –4.09 .15 117.06 85.04 KaiserAlum KALU 2.8 25 94.55 –10.28 .67 51.11 35.32 LibertySirius A LSXMA ... 29 44.67 –5.66 ... 20.86 14.62 MeridianBancorp EBSB 1.9 13 16.51 –1.35 .08
20.60 4.45 FulgentGenetics FLGT ... dd 14.84 –4.16 ... 27.79 23.28 HomeTrustBcshs HTBI 1.2 15 23.76 –3.11 .07 8.98 3.24 KalaPharm KALA ... dd 5.35 –1.15 ... 51.36 35.43 LibertySirius C LSXMK ... 29 44.62 –5.81 ... 17.71 7.25 MeridianBiosci VIVO ... 18 7.99 +0.25 ...
18.00 14.21 FultonFin FULT 3.6 10 14.45 –2.07 .13 31.50 11.05 HomologyMed FIXX ... dd 16.00 –1.68 ... 19.00 4.61 KaleidoBiosci KLDO ... dd 5.97 –1.18 ... 14.95 6.67 LibertyTripAdvB LTRPB ... dd 6.67 –0.82 ... 20.89 16.56 Meridian MRBK ... 12 19.75 –0.30 ...
27.89 7.68 Funko FNKO ... 11 8.11 –0.76 ... 31.90 17.09 HookerFurniture HOFT 3.4 9 18.81 –3.07 .16 34.92 9.86 KalVistaPharm KALV ... dd 13.45 –0.51 ... 15.85 3.89 LibertyTripAdvA LTRPA ... dd 4.36 –1.68 ... 63.64 19.50 MeritMedical MMSI ... cc 36.01 –3.76 ...
19.28 9.41 Futu FUTU ... 72 11.57 –1.17 ... 15.51 11.98 HopeBancorp HOPE 4.6 9 12.21 –1.93 .14 8.00 4.91 Kamada KMDA ... 7 5.81 –0.22 ... 10.75 5.79 LifetimeBrands LCUT 2.7 dd 6.36 –0.90 .0425 7.50 2.82 MerrimackPharm MACK .0 dd 2.89 –0.33 1.4967
19.48 14.76 HorizonBancorp HBNC 3.2 10 15.02 –1.95 .12 8.44 3.55 KandiTech KNDI ... dd 3.76 –0.50 ... 4.75 1.84 LifewayFoods LWAY ... dd 2.05 –0.47 ... 9.57 1.32 MersanaTherap MRSN ... dd 8.66 –0.15 ...
10.51
G 13.78
39.10 22.69
HorizonTechFin
HorizonTherap
HRZN
HZNP
11.1
... 13
9 10.84
34.22
–2.55
–1.28
.10
...
152.00
20.09
11.24
3.92
KarunaTherap
KaryopharmTherap
KRTX
KPTI
...
...
...
dd
87.26
16.34
–9.56
+0.25
...
...
130.50
6.18
84.45
2.20
LigandPharm
LimelightNetworks
LGND
LLNW
...
... dd
3 93.60
5.05
–7.13
–0.81
...
...
20.95
11.08
11.75
5.35
Merus
MesaAir
MRUS
MESA
...
...
dd
5
16.90
5.77
–2.09
–1.91
...
...
8.47 4.49 HoughtonMifflin HMHC ... dd 5.47 –0.92 ... 14.40 10.50 KearnyFinancial KRNY 2.9 22 10.91 –1.13 .08 276.98 5.47 LiminalBioSci LMNL ... dd 8.25 –2.03 ... 271.46 181.21 MesaLab MLAB .3 cc 239.29 –30.19 .16
79.06 52.16 GCI LibertyA GLIBA ... 4 69.11 –8.63 ... 6.33 2.72 HoustonWire HWCC ... 11 3.25 –0.45 ... 28.91 16.23 KellyServices A KELYA 1.8 6 16.61 –2.81 .075 25.65 16.50 Limoneira LMNR 1.8 dd 16.70 –3.06 .075 10.88 4.17 Mesoblast MESO ... dd 7.10 –2.14 ...
62.50 30.90 GDS Holdings GDS ... dd 57.97 –1.39 ... 45.39 29.36 Huazhu HTHT ... 97 33.75 –2.09 ... 29.43 16.21 KellyServices B KELYB 1.7 6 17.37 –1.56 .075 3.26 1.51 LincolnEduc LINC ... 36 2.95 +0.46 ... 40.00 17.84 MetaFinancial CASH .6 12 32.85 –6.77 .05
41.80 13.87 G1Therapeutics GTHX ... dd 17.94 –0.02 ... 60.42 38.08 HubGroup HUBG ... 14 46.23 –8.78 ... 8.27 6.78 KY FirstFedBncp KFFB 5.3 63 7.53 –0.27 .10 98.32 75.57 LincolnElectric LECO 2.4 18 81.89 –6.25 .49 62.97 26.59 Methanex MEOH 5.0 32 28.85 –4.84 .36
96.50 26.00 GRAVITY GRVY ... 4 27.50 –4.22 ... 16.80 9.99 HudsonGlobal HSON ... dd 10.19 –0.82 ... 26.25 11.44 KewauneeSci KEQU .0 dd 11.55 –0.48 .19 8.34 3.90 LiquiditySvcs LQDT ... dd 3.92 –0.87 ... 19.07 13.00 MetroCityBkshs MCBS 3.1 ... 14.06 –0.59 .11
9.00 6.60 GSI Tech GSIT ... dd 6.66 –0.97 ... 13.50 9.60 HuizeHolding HUIZ ... ... 12.69 +1.98 ... 6.99 4.47 KeyTronic KTCC ... dd 4.67 –0.76 ... 206.00 149.80 Littelfuse LFUS 1.2 29 159.68 –22.93 .48 14.18 3.80 Michaels MIK ... 2 4.29 –0.94 ...
196.00 95.71 GWPharm GWPH ... dd 102.31 –23.38 ... 122.29 83.64 JBHunt JBHT 1.1 20 96.44 –13.26 .27 22.34 2.36 KezarLifeSci KZR ... dd 4.38 –0.90 ... 99.13 60.44 LivaNova LIVN ... dd 69.72 –0.85 ... 112.47 77.66 MicrochipTech MCHP 1.6 36 90.71 –14.37 .367
11.87 5.50 Gaia GAIA ... dd 8.43 –1.59 ... 15.63 11.91 HuntingtonBcshs HBAN 4.9 10 12.27 –1.64 .15 42.64 29.52 Kforce KFRC 2.6 14 30.46 –3.33 .20 20.46 13.41 LiveOakBcshs LOB .8 35 15.37 –2.54 .03 61.19 32.14 MicronTech MU ... 17 52.56 –4.43 ...
274.03 94.75 Galapagos GLPG ... 42 211.36 –62.67 ... 43.80 27.33 Hurco HURC 1.7 11 28.18 –2.80 .12 18.49 12.48 KimballElec KE ... 11 13.55 –2.39 ... 45.21 24.76 LivePerson LPSN ... dd 26.46 –5.86 ... 190.70 108.80 Microsoft MSFT 1.3 28 162.01 –16.58 .51
19.50 8.16 GaleraTherap GRTX ... ... 17.08 +1.22 ... 70.91 44.78 HuronConsulting HURN ... 32 59.34 –7.37 ... 22.40 13.75 KimballIntl B KBAL 2.2 14 16.18 –1.80 .09 45.68 15.12 LivongoHealth LVGO ... ... 25.01 –2.81 ... 165.00 120.50 MicroStrategy MSTR ... 41 135.16 –14.79 ...
13.30 2.93 GamidaCell GMDA ... dd 4.33 –0.42 ... 32.55 16.47 HutchisonChina HCM ... ... 23.32 –2.87 ... 21.50 5.01 KiniksaPharm KNSA ... dd 18.46 –0.71 ... 15.25 9.08 Lizhi LIZI ... ... 9.29 –0.27 ... 1.26 0.25 MicroVision MVIS ... dd .25 –0.40 ...
50.99 35.39 Gaming&Leisure GLPI 6.3 25 44.67 –5.63 .70 132.62 65.20 KinsaleCapital KNSL .3 42 121.47 –4.96 .09 20.07 6.34 LogicBioTherap LOGC ... dd 8.04 –0.70 ... 29.88 20.75 MidPennBancorp MPB 3.4 10 21.27 –2.22 .05
105.32
105.58
14.28
74.29
9.80
Garmin
GencorIndustries
GRMN
GENC
2.6
...
18
12
88.39
10.05
–8.19
–1.41
.57
... I 10.67
82.75
0.91
5.86
Kirkland's
KodiakSciences
KIRK
KOD
...
...
dd
dd
1.18
63.97
–0.28
+5.69
...
...
48.83
86.63
35.70
62.02
LogitechIntl
LogMeIn
LOGI
LOGM
1.9
1.5
24
dd
38.96
85.24
–3.50
–0.17
.7334
.325
142.98
69.92 52.51
Middleby
MiddlesexWater
MIDD
MSEX
...
1.7
18
30
111.81
59.47
+1.18
–8.79
...
.2562
11.24 6.96 GeneralFin GFN ... 14 7.79 –1.55 ... 1.75 0.26 Kopin KOPN ... dd .32 –0.09 ... 4.90 1.11 LonestarRscs LONE ... 1 1.38 +0.09 ... 29.50 22.61 MidlandStBncp MSBI 4.5 11 23.82 –2.96 .2675
26.25 13.21 Genfit GNFT ... ... 15.32 –2.54 ... 278.85 196.82 IAC/InterActive IAC ... 45 203.94 –24.25 ... 45.21 20.74 KornitDigital KRNT ... cc 39.85 –3.75 ... 18.65 6.33 LoopIndustries LOOP ... dd 8.78 –1.59 ... 39.03 25.67 MidWestOneFin MOFG 3.1 10 28.73 –3.33 .22
25.42 16.34 Genmab GMAB ... 62 22.78 –2.44 ... 95.24 68.17 ICF Intl ICFI .7 21 75.98 –9.36 .14 33.78 24.01 KraftHeinz KHC 6.5 16 24.77 –2.49 .40 42.77 30.34 LoralSpace LORL ... 23 31.06 –3.17 ... 27.95 12.36 MilestonePharm MIST ... ... 19.00 –2.43 ...
8.17 3.44 GenMarkDiagn GNMK ... dd 3.49 –0.59 ... 259.72 148.89 ICU Medical ICUI ... 42 195.81 –19.92 ... 25.08 14.48 KratosDefense KTOS ... cc 16.26 –3.99 ... 46.79 7.38 Lovesac LOVE ... dd 8.69 –2.26 ... 49.87 33.46 MillerHerman MLHR 2.5 10 34.24 –5.95 .21
31.27 19.82 Gentex GNTX 1.7 16 26.70 –3.89 .115 16.90 4.89 IDEAYA Bio IDYA ... dd 7.00 +0.08 ... 66.85 18.50 KrystalBiotech KRYS ... dd 53.45 –5.83 ... 51.38 13.71 LuckinCoffee LK ... dd 39.56 –0.49 ... 63.20 40.83 MillicomIntl TIGO 5.8 58 45.51 –0.86 1.32
49.95 35.63 Gentherm THRM ... 36 40.78 –7.58 ... 296.25 198.75 IdexxLab IDXX ... 52 254.51 –23.60 ... 28.66 18.80 Kulicke&Soffa KLIC 2.1 83 22.83 –2.06 .12 266.20 141.01 lululemon LULU ... 51 217.41 –38.49 ... 54.57 34.62 Mimecast MIME ... dd 39.59 –6.81 ...
17.66 11.61 GeospaceTech GEOS ... 39 12.33 –2.07 ... 9.57 5.00 IEC Elec IEC ... 16 7.54 –0.41 ... 21.42 11.41 KuraOncology KURA ... dd 12.07 –0.53 ... 93.23 40.28 Lumentum LITE ... dd 77.82 –5.32 ... 2.64 2.09 Mind CTI MNDO 11.3 9 2.31 –0.27 .26
36.17 27.59 GermanAmerBncp GABC 2.5 13 29.85 –4.41 .19 27.78 16.11 IES Holdings IESC ... 14 23.31 –1.86 ... 28.80 14.75 KuraSushiUSA KRUS ... cc 18.61 –5.70 ... 25.80 17.35 Luminex LMNX 1.5 dd 24.76 +1.49 .09 9.56 4.01 MinervaNeurosci NERV ... dd 7.28 –1.65 ...
2.14 0.99 Geron GERN ... dd 1.15 –0.12 ... 61.50 16.10 IGM Biosci IGMS ... ... 51.41 –9.28 ... 11.99 9.63 LutherBurbank LBC 2.2 12 10.43 –0.44 .0575 132.59 55.11 MiratiTherap MRTX ... dd 89.49 –4.97 ...
56.58 35.29 GibraltarInds ROCK ... 26 50.67 –4.67 ... 43.48 26.93 II-VI IIVI ... dd 29.69 –5.03 ... 35.00
43.98 18.18 GIIIApparel GIII ... 8 22.36 –3.32 ... 15.79 9.30 I-Mab IMAB ... ... 12.30 +0.31 ... L 88.60 Lyft LYFT ... dd 38.12 –6.58 ... 28.31
27.54
6.51
13.34
MirumPharm
Misonix
MIRM
MSON
...
...
...
dd
16.56
13.85
–0.06
–2.85
...
...
10.76
78.88
7.32
60.89
GilatSatellite
GileadSciences
GILT
GILD
...
3.9
14
16
9.41
69.36
–0.43
–0.34
...
.68
52.23
182.17
34.10
113.67
INTL FCStone
IPG Photonics
INTL
IPGP
...
...
11
38
45.55
127.64
–4.85
–7.37
...
... 95.72 52.16 LGI Homes LGIH ... 11 75.35 –18.77 ... M 4.42
45.75
2.04
29.02
MitchamIndustries
MobileMini
MIND
MINI
...
3.1
dd
21
2.65
38.99
–0.09
–2.89
...
.303
46.51 36.36 GlacierBancorp GBCI 3.1 16 37.29 –5.90 .20 23.17 9.82 IRSA Prop IRCP ... dd 11.85 –0.44 ... 159.48 98.41 LHC Group LHCG ... 40 121.46 –33.54 ... 7.79 3.96 MobileIron MOBL ... dd 4.05 –0.42 ...
10.69 8.50 GladstoneCap GLAD 9.7 10 8.63 –1.61 .07 37.85 18.65 i3Verticals IIIV ... dd 28.98 –2.57 ... 36.63 24.44 LKQ LKQ ... 17 29.58 –3.46 ... 31.86 12.33 Macom Tech MTSI ... dd 25.27 –4.54 ... 36.00 11.54 Moderna MRNA ... dd 25.93 +7.70 ...
23.98 18.15 GladstoneComm GOOD 8.0 dd 18.87 –2.66 .1252 8.97 0.91 IVERICbio ISEE ... dd 5.44 –0.67 ... 99.60 67.11 LPL Financial LPLA 1.3 12 79.48 –15.38 .25 3.45 1.65 MDC Partners MDCA ... dd 2.51 +0.14 ... 34.83 9.51 MomentaPharm MNTA ... dd 28.29 –5.51 ...
15.34 10.97 GladstoneInvt GAIN 7.2 11 11.45 –2.05 .07 81.86 59.04 Iberiabank IBKC 3.0 9 60.19 –12.82 .47 7.30 2.48 LSI Inds LYTS 3.0 45 6.64 –0.64 .05 83.26 63.31 MGE Energy MGEE 2.0 28 71.34 –9.49 .3525 41.50 25.69 Momo MOMO ... 17 28.12 –1.71 ...
14.44 11.30 GladstoneLand LAND 4.0 dd 13.43 –0.95 .0447 79.37 58.40 IcahnEnterprises IEP 12.8 19 62.73 –5.39 2.00 16.24 14.25 LakeShoreBancorp LSBK 3.1 22 15.29 –0.09 .12 88.99 26.88 MGP Ingredients MGPI 1.4 13 28.76 –4.39 .12 57.57 40.78 MonarchCasino MCRI ... 27 47.28 –8.97 ...
87.54 44.17 GlbBloodTherap GBT ... dd 63.96 –8.73 ... 39.83 18.62 Ichor ICHR ... 61 28.92 –4.07 ... 17.63 14.06 LakelandBcp LBAI 3.5 10 14.41 –2.17 .125 122.30 70.47 MKS Instrum MKSI .8 39 100.19 –11.82 .20 59.96 46.37 Mondelez MDLZ 2.2 20 52.80 –5.95 .285
40.98 24.01 GlobalIndemnity GBLI 3.1 7 31.76 –1.37 .25 5.28 2.73 iClickInteract ICLK ... dd 5.18 +0.84 ... 50.00 39.65 LakelandFin LKFN 2.9 12 40.87 –5.43 .30 18.51 13.26 MSB Fin MSBF .0 19 15.14 –2.06 .50 6.70 1.33 MoneyGram MGI ... dd 2.16 –0.49 ...
14.99 9.30 GlobalWaterRscs GWRS 2.4 cc 11.95 –2.02 .0241 178.99 127.58 Icon ICLR ... 23 156.06 –14.92 ... 28.00 9.70 LakelandInd LAKE ... cc 21.11 +7.51 ... 7.75 3.25 MTBC MTBC ... dd 5.46 –1.28 ... 184.78 95.30 MongoDB MDB ... dd 152.50 –12.40 ...
11.75 4.11 GluMobile GLUU ... cc 7.12 –0.73 ... 5.40 0.65 IconixBrand ICON ... dd 1.15 –0.30 ... 344.32 163.60 LamResearch LRCX 1.6 22 293.43 –23.37 1.15 63.31 39.49 MTS Systems MTSC 3.0 21 40.14 –5.57 .30 193.10 114.84 MonolithicPower MPWR 1.3 67 158.64 –17.99 .50
13.56 2.64 GlycoMimetics GLYC ... dd 3.62 –0.48 ... 19.69 12.73 iHeartMedia IHRT ... 0 15.11 –2.71 ... 96.82 74.38 LamarAdv LAMR 4.6 23 83.74 –10.35 .96 38.14 24.33 MYR Group MYRG ... 12 25.51 –5.08 ... 89.72 54.64 Monro MNRO 1.6 24 56.12 –4.30 .22
7.23 2.96 Gogo GOGO ... dd 3.61 –1.36 ... 380.76 252.43 Illumina ILMN ... 39 265.67 –30.27 ... 165.50 133.77 LancasterColony LANC 1.9 27 144.45 –12.50 .70 11.42 9.32 Macatawa MCBC 3.3 10 9.64 –1.07 .08 70.52 52.23 MonsterBev MNST ... 31 62.41 –7.33 ...
13.39 3.97 GolarLNGPartners GMLP 38.0 dd 4.25 –0.38 .4042 10.74 6.40 Immersion IMMR ... dd 6.99 –1.00 ... 13.24 9.00 Landec LNDC ... dd 10.26 –1.36 ... 20.95 7.43 Macrogenics MGNX ... dd 8.77 –2.68 ... 166.59 118.50 Morningstar MORN .8 42 146.90 –14.66 .30
22.66 9.30 GolarLNG GLNG .0 dd 12.82 +0.78 .15 7.07 1.76 Immunogen IMGN ... dd 4.45 –0.96 ... 26.00 20.68 LandmarkBncp LARK 3.5 10 22.80 –1.99 .20 5.38 3.63 MagalSec MAGS ... cc 3.70 –0.12 ... 33.50 12.03 Morphic MORF ... ... 15.80 –0.74 ...
21.67 12.32 GoldenEnt GDEN ... dd 16.28 –4.27 ... 22.22 11.59 Immunomedics IMMU ... dd 16.00 –2.06 ... 18.45 13.99 LandmarkInfrPtrs LMRK 10.3 70 14.24 –2.49 .3675 81.04 57.79 MagellanHealth MGLN ... 26 60.01 –12.94 ... 37.96 21.95 MorphoSys MOR ... dd 26.69 –4.22 ...
6.92 3.79 GoldenOcean GOGL 8.0 15 4.07 –0.45 .05 3.23 1.27 Immutep IMMP ... dd 2.25 –0.56 ... 120.23 94.97 LandstarSystem LSTR .7 18 100.97 –9.92 .185 21.00 8.78 MagentaTherap MGTA ... dd 11.76 –2.24 ... 24.60 13.41 MotorcarParts MPAA ... dd 16.74 –2.77 ...
19.14 16.34 GolubCapital GBDC 7.9 dd 16.66 –1.74 .33 40.24 16.07 Impinj PI ... dd 30.75 –4.52 ... 29.80 14.92 Lantheus LNTH ... 20 15.55 –1.02 ... 11.53 8.01 MagicSoftware MGIC 3.2 24 9.75 –1.28 .156 10.20 2.51 MustangBio MBIO ... dd 2.92 –1.04 ...
20.70 9.51 Goodyear GT 6.6 dd 9.69 –1.16 .16 96.79 71.84 Incyte INCY ... 37 75.41 –5.48 ... 24.20 11.06 LatticeSemi LSCC ... 57 17.95 –1.08 ... 12.87 10.93 MagyarBancorp MGYR ... 25 12.25 –0.12 ... 40.61 27.36 MutualFirstFin MFSF 2.4 12 33.50 –4.47 .20
58.04 24.05 GooseheadIns GSHD .0 cc 54.24 –1.00 .4134 87.64 62.33 IndependentBank INDB 2.6 13 67.53 –8.70 .44 21.66 14.32 LaureateEduc LAUR ... 37 18.70 –2.39 ... 10.69 6.53 Majesco MJCO ... 41 6.68 –0.70 ... 29.30 16.57 Mylan MYL ... cc 17.19 –3.96 ...
7.65 3.25 GoPro GPRO ... dd 3.80 –0.11 ... 23.93 18.94 IndepBankMI IBCP 4.1 10 19.57 –2.27 .20 58.28 29.28 LawsonProducts LAWS ... 53 40.00 –6.03 ... 32.30 20.82 MakeMyTrip MMYT ... dd 23.01 –5.19 ... 78.28 44.02 MyoKardia MYOK ... dd 63.39 –3.16 ...
27.15 12.59 GossamerBio GOSS ... dd 13.13 –1.86 ... 63.16 45.44 IndependentBank IBTX 2.2 10 46.29 –8.53 .25 3.18 0.57 LeapTherap LPTX ... dd 2.41 –0.19 ... 52.13 24.79 MalibuBoats MBUU ... 13 43.94 –5.74 ... 48.40 16.66 MyriadGenetics MYGN ... dd 17.62 –2.03 ...
132.72 76.48 GrandCanyonEduc LOPE ... 15 80.68 –3.20 ... 24.18 18.03 IndLogistics ILPT 6.4 26 20.66 –2.88 .33 17.50 8.93 LegacyHousing LEGH ... 14 14.37 –0.05 ... 23.75 19.01 MalvernBancorp MLVF ... 15 19.12 –1.58 ...
6.00 1.03
9.05
4.75 2.65
GreatElmCap
GreatElmCap
GECC
GEC
15.9
...
dd
dd
6.25
2.91
–1.74
–0.12
.083
...
8.35
1.95
2.80
0.82
Infinera
InfinityPharm
INFN
INFI
...
...
dd
dd
6.80
1.17
–1.34
–0.28
...
...
38.64
434.94
25.39
260.11
LeMaitreVascular
LendingTree
LMAT
TREE
1.3
...
32
cc
28.50
275.82
–1.88
–61.67
.095
...
23.79
90.46 52.56
MammothEnergy
ManhattanAssoc
TUSK
MANH
.0
...
1
51
1.09
67.36
–0.55
–9.76
.125
... N
11.96 8.12 GreatLakesDredge GLDD ... 12 9.70 –0.55 ... 53.10 2.17 InflaRx IFRX ... dd 4.24 –0.31 ... 26.69 21.45 LevelOneBncp LEVL .7 12 24.25 –0.78 .04 19.70 14.00 Mannatech MTEX 3.3 dd 15.16 –0.20 .125
64.48 49.56 GreatSouthernBncp GSBC 2.7 10 51.31 –5.54 1.00 4.50 2.14 InfoSvcsGrp III ... cc 3.17 –0.17 ... 8.39 1.13 LexiconPharm LXRX ... 2 2.78 +0.09 ... 2.34 1.02 MannKind MNKD ... dd 1.27 –0.29 ... 34.91 17.80 Napco Security NSSC ... 26 20.34 –1.34 ...
17.74 7.01 GreenPlains GPRE .0 dd 11.99 –1.46 .12 49.14 25.57 InglesMarkets IMKTA 1.8 9 35.77 –0.22 .165 16.93 8.43 LexinFintech LX ... 7 11.64 –1.07 ... 93.99 51.46 ManTechIntl MANT 1.7 26 74.90 –13.24 .32 41.50 33.10 NBT Bancorp NBTB 3.2 12 33.69 –5.59 .27
16.13 12.53 GreenPlainsPtrs GPP 13.9 8 13.66 –0.34 .475 58.76 13.06 InMode INMD ... 20 32.94 –6.06 ... 138.47 86.99 LibertyBroadbandA LBRDA ... cc 123.68 –11.92 ... 5.57 2.54 Marchex MCHX ... dd 2.59 –0.41 ... 5.87 1.03 NCS Multistage NCSM ... dd 1.09 –0.37 ...
Nasdaq Issues
22.95 8.81 NGM Biopharm NGM ... ... 18.04 +1.85 ... 6.96 5.02 OxfordSquare OXSQ 15.4 dd 5.22 –0.92 .067 19.19 5.89 QurateRetailB QRTEB ... dd 6.73 –2.53 ... 6.42 4.38 SecurityNatFin SNFCA ... 11 5.23 –0.02 ... 75.74 40.62 TactileSystems TCMD ... 90 50.41 –9.69 ...
183.42 112.60 NICE NICE ... 57 163.83 –13.10 ... 41.37 13.26 OysterPtPharma OYST ... ... 35.41 –3.49 ... 18.98 5.65 QurateRetailA QRTEA ... dd 6.82 –2.46 ... 12.47 10.14 SelectBancorp SLCT ... 15 10.50 –1.21 ... 8.54 4.61 TaiwanLiposome TLC ... dd 5.12 –0.13 ...
24.38 15.48 NIC EGOV 2.0 25 18.29 –2.04 .09 18.00 2.56 Qutoutiao QTT ... dd 5.21 –0.68 ... 4.83 1.28 SelectaBiosci SELB ... dd 4.00 –0.22 ... 135.70 85.83 TakeTwoSoftware TTWO ... 36 107.48 –8.55 ...
23.00 54.79
35.79 NMI Holdings NMIH ... 10 23.34 –5.14 ...
PQ 81.35
37.27
SelectiveIns SIGI 1.6 12 55.78 –10.40 .23 53.09 31.14 Talend TLND ... dd 36.92 –0.04 ...
11.70
139.59
5.88
85.38
NN
NXP Semi
NNBR
NXPI
3.6
1.3
dd
cc
7.75
113.69
–1.35
–16.81
.07
.375 R 56.31
41.88 21.97
Semtech
SenecaFoods A
SMTC
SENEA
...
...
54
14
39.49
34.72
–7.67
–4.93
...
...
91.65
6.95
51.37
3.91
TandemDiabetes
TandyLeather
TNDM
TLF
...
...
dd
...
74.66
5.08
–13.34
+0.06
...
...
3.27 1.16 NabrivaTherap NBRV ... dd 1.35 –0.21 ... 71.56 37.14 PAM Transport PTSI ... 31 39.61 –10.10 ... 41.00 24.08 SenecaFoods B SENEB ... 14 34.38 –5.19 ... 6.72 0.69 TarenaIntl TEDU ... ... 3.10 +0.75 ...
36.20 19.79 NanoStringTech NSTG ... dd 35.66 +2.25 ... 8.89 5.40 P&FIndustries PFIN 3.0 4 6.65 –0.62 .05 51.21 11.85 RaptTherap RAPT ... ... 19.77 –10.23 ... 8.39 2.02 SeresTherap MCRB ... dd 3.14 –0.68 ... 6.93 4.79 TatTechnologies TATT ... dd 5.01 –0.12 ...
2.75 0.45 NantHealth NH ... dd 2.27 +0.37 ... 19.18 13.22 PCB Bancorp PCB 3.0 9 13.37 –2.08 .10 22.22 16.54 RBB Bancorp RBB 2.8 9 16.87 –2.88 .12 27.28 17.53 ServiceProperties SVC 11.9 18 18.08 –4.56 .54 151.47 80.20 TechData TECD ... 15 142.39 –1.84 ...
9.90 0.95 NantKwest NK ... dd 4.84 –0.91 ... 56.33 31.15 PCConnection CNXN .0 13 40.67 –3.26 .32 185.06 125.02 RBC Bearings ROLL ... 34 171.19 –7.92 ... 2.10 0.70 ServiceSource SREV ... dd 1.41 –0.27 ... 30.00 15.15 TechTarget TTGT ... 39 23.13 –3.99 ...
120.23 82.22 Nasdaq NDAQ 1.8 22 102.55 –12.63 .47 9.65 4.36 PC-Tel PCTI 3.1 dd 7.02 –1.75 .055 27.79 12.50 RCI Hospitality RICK .8 10 20.15 –5.37 .04 40.90 29.17 ServisFirstBcshs SFBS 2.0 13 34.55 –5.62 .175 10.46 7.58 Ericsson ERIC .6 cc 8.04 –0.87 .1079
40.92 14.71 Natera NTRA ... dd 37.91 +0.80 ... 47.29 16.37 PDC Energy PDCE ... dd 19.03 –3.36 ... 4.69 2.33 RCM Tech RCMT ... 9 2.48 –0.13 ... 2.60 0.71 SesenBio SESN ... dd .76 –0.09 ... 11.67 3.71 TeleNav TNAV ... dd 5.97 –0.36 ...
82.18 57.85 Nathan's NATH 2.4 20 59.50 –5.60 .35 18.41 11.16 PDF Solutions PDFS ... dd 14.64 –1.06 ... 63.21 30.38 REGENXBIO RGNX ... dd 40.00 –12.69 ... 49.80 29.61 ShenandoahTel SHEN .7 41 44.43 –4.01 .29 1.64 0.38 Teligent TLGT ... dd .42 –0.09 ...
70.10 38.28 NationalBeverage FIZZ ... 17 42.29 –3.78 ... 3.89 2.06 PDL Biopharm PDLI ... dd 3.40 –0.08 ... 8.89 5.25 RF Industries RFIL 1.3 17 6.02 –0.93 .02 6.77 3.02 ShilohIndustries SHLO ... dd 3.46 +0.09 ... 108.36 45.11 10xGenomics TXG ... dd 79.70 –2.30 ...
9.85 5.64 NatlCineMedia NCMI 9.9 17 7.69 –1.68 .19 14.85 12.88 PDLCommBncp PDLB ... 83 14.05 –0.46 ... 31.00 24.95 RGC Resources RGCO 2.6 22 27.45 –0.34 .175 68.39 24.58 ShockwaveMed SWAV ... dd 40.14 –4.68 ... 36.26 20.77 Tenable TENB ... dd 24.52 –2.80 ...
26.73 19.03 NatlGeneral NGHC 1.0 7 19.47 –2.53 .05 11.82 9.35 PICO PICO ... 28 9.49 –0.82 ... 11.00 5.50 RISE Education REDU ... 17 5.54 –0.61 ... 40.00 21.47 ShoeCarnival SCVL 1.1 11 29.91 –5.05 .085 81.57 38.00 Teradyne TER .7 22 58.76 –7.24 .10
48.22 38.01 NatlInstruments NATI 2.6 33 40.28 –3.55 .26 33.23 26.50 PPD PPD ... ... 27.88 –3.00 ... 13.99 8.77 R1RCM RCM ... dd 12.28 –1.63 ... 17.90 14.46 ShoreBancshares SHBI 2.8 12 15.56 –0.44 .12 21.58 12.19 TerraFormPower TERP 4.3 dd 18.79 –2.36 .2014
71.35 37.57 NatlResearch NRC 1.5 44 54.99 –12.80 .21 38.82 25.56 PRA Group PRAA ... 21 38.82 +1.98 ... 6.15 1.77 RTI Surgical RTIX ... dd 3.70 –0.97 ... 11.92 3.93 Sientra SIEN ... dd 4.19 –1.65 ... 32.45 23.77 TerritBanc TBNK 3.6 11 25.42 –3.88 .23
39.88 22.02 NationalVision EYE ... 87 34.82 –1.13 ... 113.10 85.00 PRA HealthSci PRAH ... 26 94.20 –12.89 ... 47.55 18.90 RaPharm RARX ... dd 46.76 +0.07 ... 30.15 22.68 SierraBancorp BSRR 3.4 10 23.82 –3.12 .20 968.99 176.99 Tesla TSLA ... dd 667.99 –233.01 ...
307.97 232.00 NatlWesternLife NWLI .2 7 238.93 –40.05 .36 9.57 3.45 PRGX Global PRGX ... dd 3.61 –0.88 ... 29.97 16.75 RadiusHealth RDUS ... dd 21.06 +1.70 ... 80.40 8.62 SierraOncology SRRA ... dd 11.60 –3.70 ... 20.00 5.72 TesscoTech TESS 1.3 dd 5.99 –0.63 .02
14.25 6.88 NaturalAlt NAII ... 22 7.20 –0.17 ... 102.47 62.05 PTC PTC ... dd 75.55 –13.07 ... 23.45 11.60 RadNet RDNT ... 30 20.43 –2.68 ... 14.55 7.64 SierraWireless SWIR ... dd 7.74 –1.14 ... 99.34 57.25 TetraTech TTEK .7 27 80.87 –16.59 .15
34.89 22.25 NatusMedical NTUS ... dd 26.88 –3.16 ... 59.89 31.49 PTC Therap PTCT ... dd 54.84 –2.34 ... 26.98 22.00 Radware RDWR ... 49 22.72 –1.30 ... 148.64 111.91 SignatureBank SBNY 1.8 11 125.10 –20.27 .56 29.00 1.73 TetraphasePharm TTPH ... dd 1.77 –0.49 ...
15.67 10.75 Navient NAVI 5.7 4 11.23 –2.94 .16 83.41 62.13 Paccar PCAR 1.9 10 66.90 –8.46 .32 7.22 2.56 RamacoRscs METC ... 5 2.88 –0.04 ... 32.80 27.31 SilganHoldings SLGN 1.5 16 28.63 –3.76 .11 66.61 46.32 TexasCapBcshs TCBI ... 8 47.08 –9.17 ...
40.51 15.64 NektarTherap NKTR ... dd 20.81 –2.72 ... 7.50 3.17 PacBiosciCA PACB ... dd 3.40 –0.79 ... 16.98 9.57 Rambus RMBS ... dd 13.98 –1.80 ... 40.19 28.59 Silicom SILC ... 23 31.25 –2.31 ... 135.70 101.57 TexasInstruments TXN 3.2 22 114.14 –14.38 .90
79.83 50.60 Neogen NEOG ... 53 60.75 –11.31 ... 8.49 6.26 PacificMercBncp PMBC ... 27 6.53 –0.39 ... 18.34 14.12 RandolphBancorp RNDB ... 24 15.02 –0.47 ... 122.90 77.08 SiliconLab SLAB ... cc 88.68 –11.72 ... 72.49 47.52 TexasRoadhouse TXRH 2.6 23 56.22 –15.30 .36
13.71 2.19 NeoleukinTherap NLTX ... dd 9.70 –0.57 ... 34.90 24.73 PacificPremBncp PPBI 3.9 10 25.83 –4.43 .25 66.01 42.83 Rapid7 RPD ... dd 46.30 –6.69 ... 53.04 30.86 SiliconMotion SIMO 3.5 20 37.22 –8.82 .35 13.73 7.66 TheBancorp TBBK ... 14 12.17 –1.48 ...
7.51 0.88 NeonTherap NTGN ... dd 1.50 –0.03 ... 51.35 34.64 PaciraBioSci PCRX ... dd 43.38 –5.11 ... 20.24 11.83 RattlerMidstrm RTLR 9.2 14 12.59 –2.85 .29 51.50 27.83 SilkRoadMed SILK ... dd 39.85 –7.10 ... 6.09 1.58 TherapeuticsMD TXMD ... dd 1.69 –0.37 ...
3.62 1.13 NeosTherap NEOS ... dd 1.54 –0.10 ... 41.55 31.01 PacWestBancorp PACW 7.6 8 31.64 –4.74 .60 40.47 27.32 RavenIndustries RAVN 1.8 30 28.71 –2.39 .13 15.73 11.50 SilvercrestAsset SAMG 5.5 11 11.56 –0.97 .16 31.54 15.18 TheravanceBio TBPH ... dd 24.35 –1.42 ...
4.45 2.84 Net1UEPS UEPS ... dd 3.43 –0.62 ... 62.96 18.06 Palomar PLMR ... cc 50.81 –9.21 ... 3.41 0.96 RealNetworks RNWK ... dd 1.03 –0.23 ... 27.29 20.88 SimmonsFirstNat SFNC 3.2 9 21.38 –3.30 .17 14.50 5.20 36Kr KRKR ... dd 5.23 –0.47 ...
78.35 44.55 NetApp NTAP 4.1 11 46.72 –5.28 .48 26.20 10.26 PanAmerSilver PAAS 1.0 28 19.80 –5.42 .05 65.92 51.65 RealPage RP ... cc 64.10 +2.92 ... 66.57 22.00 SinclairBroadcast SBGI 3.4 46 23.21 –5.74 .20 24.45 7.58 360Finance QFIN ... 3 8.36 –0.07 ...
361.00 209.01 Netease NTES 2.0 14 318.71 –26.28 3.45 70.19 41.52 PapaJohn's PZZA 1.6 dd 57.61 –11.51 .225 30.05 12.58 RealReal REAL ... dd 13.99 –1.91 ... 16.49 6.75 SiriusIntlIns SG ... dd 8.25 –0.63 ... 82.81 13.20 Tilray TLRY ... dd 14.43 –4.94 ...
392.95 252.28 Netflix NFLX ... 89 369.03 –11.04 ... 6.99 2.66 ParatekPharma PRTK ... dd 4.78 +1.23 ... 257.96 70.00 ReataPharm RETA ... dd 194.75 –16.39 ... 7.40 5.23 SiriusXM SIRI .8 32 6.34 –0.90 .0133 31.50 22.78 TimberlandBncp TSBK 3.4 8 23.25 –4.32 .20
37.18 18.08 Netgear NTGR ... 24 18.87 –3.37 ... 38.77 23.40 Park-Ohio PKOH 2.0 7 24.52 –5.22 .125 59.00 42.35 RedRiverBcshs RRBI ... 15 51.98 –2.63 ... 36.46 16.05 SiTime SITM ... ... 22.66 –7.77 ... 21.88 9.97 TitanMachinery TITN ... 20 10.11 –1.96 ...
30.30 20.94 NetScout NTCT ... cc 25.70 –3.89 ... 5.15 3.47 PartnerComms PTNR ... 87 4.56 –0.38 ... 37.29 24.57 RedRobin RRGB ... dd 27.50 –9.19 ... 66.52 43.53 SkyWest SKYW 1.2 7 45.40 –10.08 .14 26.07 11.37 TivityHealth TVTY ... dd 12.67 +0.67 ...
119.65 71.85 Neurocrine NBIX ... cc 94.70 –9.42 ... 23.00 18.00 PassageBio PASG ... ... 22.20 ... ... 29.24 16.76 RedRockResorts RRR 1.9 dd 20.61 –6.26 .10 128.48 66.29 Skyworks SWKS 1.8 21 100.18 –14.45 .44 10.24 6.61 TiVo TIVO .0 dd 7.57 –1.25 .08
18.35 2.78 Neuronetics STIM ... dd 2.90 –0.38 ... 64.38 32.98 PatrickIndustries PATK 1.9 14 52.83 –8.85 .25 32.77 14.70 Redfin RDFN ... dd 27.06 –5.37 ... 61.00 32.53 SleepNumber SNBR ... 16 44.05 –12.21 ... 5.21 1.54 TizianaLifeSci TLSA ... dd 2.14 +0.14 ...
19.50 8.90 NewFortressEner NFE ... dd 14.05 –2.23 ... 17.74 12.02 PatriotNatBncp PNBK .3 dd 13.66 –0.17 .01 9.20 3.81 RedHillBio RDHL ... dd 4.13 –0.77 ... 4.68 1.51 SmartSand SND ... 2 1.63 –0.37 ... 12.00 0.42 Tocagen TOCA ... dd 1.42 –0.48 ...
6.47 5.59 NY Mortgage NYMT 14.0 9 5.70 –0.57 .20 21.26 11.22 PatriotTransport PATI 4.9 98 12.20 –0.06 3.00 38.90 0.66 Reebonz RBZ ... ... .68 –0.49 ... 21.10 7.15 SmileDirectClub SDC ... dd 7.48 –4.54 ... 42.00 0.39 TonixPharm TNXP ... dd 1.08 +0.65 ...
20.99 13.04 NewellBrands NWL 6.0 63 15.43 –3.80 .23 28.50 19.19 PatternEnergy PEGI 6.2 dd 27.05 –0.95 .422 70.26 55.45 RegencyCtrs REG 4.1 40 57.44 –6.24 .595 22.80 8.38 SoYoungIntl SY ... cc 12.05 –0.82 ... 22.62 6.50 Torm TRMD ... 30 7.30 –0.76 ...
3.60 1.13 NewLinkGenetics NLNK ... dd 1.37 –0.23 ... 25.70 15.73 Patterson PDCO 4.4 48 23.79 +1.06 .26 470.00 271.37 RegenPharm REGN ... 24 444.57 +41.42 ... 21.49 8.79 Sohu.com SOHU ... dd 9.53 –1.40 ... 25.80 14.46 TowerSemi TSEM ... 24 19.77 –1.63 ...
13.85 7.02 Newmark NMRK 4.2 16 9.55 –2.14 .10 16.27 5.38 PattersonUTIEn PTEN 2.8 dd 5.73 –1.59 .04 38.56 27.57 Renasant RNST 9.3 10 28.33 –3.62 .22 21.00 6.11 SolGelTech SLGL ... dd 10.16 –1.78 ... 6.07 1.11 TownSports CLUB ... dd 1.42 –0.32 ...
15.07 11.22 NewsCorp A NWSA 1.7 dd 12.08 –2.27 .10 90.54 75.10 Paychex PAYX 3.2 26 77.48 –11.57 .62 31.51 9.90 RenewableEnergy REGI ... dd 26.45 –3.80 ... 21.81 18.09 SolarCapital SLRC 8.8 14 18.67 –1.18 .41 29.02 22.95 TowneBank TOWN 3.1 12 23.06 –4.43 .18
15.36 11.38 NewsCorp B NWS 1.6 dd 12.44 –2.35 .10 150.73 78.77 Paylocity PCTY ... cc 129.52 –9.20 ... 31.14 18.63 Rent-A-Center RCII 5.4 7 21.29 –3.62 .29 18.29 15.56 SolarSeniorCap SUNS 8.8 11 15.97 –1.75 .1175 114.25 86.62 TractorSupply TSCO 1.6 19 88.51 –11.27 .35
23.99 18.22 NewtekBusSvcs NEWT 11.6 ... 18.96 –2.63 .44 124.45 94.51 PayPal PYPL ... 52 107.99 –11.50 ... 109.94 52.87 Repligen RGEN ... cc 85.60 –12.51 ... 143.73 36.28 SolarEdgeTech SEDG ... 43 124.72 –17.35 ... 323.78 173.60 TradeDesk TTD ... cc 287.25 –14.65 ...
133.25 89.55 NexstarMedia NXST 1.9 24 114.98 –6.07 .56 31.72 24.95 PeapackGladFinl PGC .7 11 27.45 –3.55 .05 19.66 10.00 Replimune REPL ... dd 13.87 –2.70 ... 13.58 2.69 SolidBiosci SLDB ... dd 3.30 +0.01 ... 52.74 33.68 Tradeweb TW .7 67 48.22 –3.58 .08
109.00 13.86 NextCure NXTC ... ... 41.76 –7.46 ... 103.13 61.99 Pegasystems PEGA .1 dd 90.50 –8.57 .03 52.68 35.03 RepublicBcpKYA RBCAA 3.2 10 35.74 –6.09 .286 18.26 2.10 SonimTech SONM ... ... 2.90 –0.20 ... 13.59 8.40 TransActTechs TACT .0 34 9.98 –1.27 .09
21.12 12.71 NextGenHlthcr NXGN ... 55 13.08 –0.56 ... 37.02 20.46 Peloton PTON ... dd 26.69 +1.20 ... 6.53 2.98 RepublicFirstBncp FRBK ... dd 3.03 –0.33 ... 16.88 9.62 Sonos SONO ... dd 11.54 –1.40 ... 34.18 20.66 Transcat TRNS ... 26 28.89 –2.15 ...
10.48 7.77 NicholasFin NICK ... dd 8.13 –0.03 ... 39.18 16.72 PennNational PENN ... 37 29.57 –8.24 ... 17.93 12.03 ResourcesConnect RECN 4.5 12 12.53 –1.23 .14 7.69 5.03 SotherlyHotels SOHO 10.1 dd 5.13 –0.83 .13 2.20 1.01 TransGlobeEner TGA 6.4 2 1.09 –0.13 .035
14.88 8.34 9F JFU ... 15 9.15 –0.10 ... 58.28 11.71 PennVirginia PVAC ... 3 15.90 –0.23 ... 11.96 0.94 resTORbio TORC ... dd 1.39 –0.13 ... 22.00 15.82 SouthPlainsFin SPFI .6 12 20.03 –0.83 .03 14.34 6.86 TranslateBio TBIO ... dd 7.58 –0.31 ...
13.60 5.33 NiuTech NIU ... dd 8.52 –0.86 ... 35.99 6.15 Pennant PNTG ... ... 27.17 –4.72 ... 19.18 14.77 RetailOppor ROIC 5.3 35 15.00 –2.01 .20 88.10 63.91 SouthState SSB 2.6 13 68.12 –9.70 .47 31.54 14.75 TransMedics TMDX ... dd 15.70 –2.81 ...
26.77 12.60 nLIGHT LASR ... dd 16.51 –1.38 ... 7.19 5.68 PennantPark PNNT 12.6 14 5.73 –0.83 .18 24.69 10.87 Retrophin RTRX ... dd 15.50 –1.79 ... 44.43 31.51 SouthernFirstBcsh SFST ... 11 38.12 –3.88 ... 23.70 8.77 TravelCenters TA ... 3 12.09 –4.42 ...
28.40 14.29 NobleEnergy NBL 3.0 dd 15.83 –2.12 .12 36.27 26.03 PennsWoodsBncp PWOD 4.2 14 30.16 –1.80 .32 27.97 9.88 RevanceTherap RVNC ... dd 23.12 –4.69 ... 39.05 29.92 SoMO Bancorp SMBC 1.8 10 32.82 –4.38 .15 22.85 7.49 Travelzoo TZOO ... 16 8.18 –2.87 ...
40.30 14.96 NobleMidstream NBLX 17.0 5 15.35 –4.26 .6878 18.03 13.70 People'sUtdFin PBCT 5.1 11 13.99 –2.30 .1775 33.98 27.15 RevolutionMed RVMD ... ... 31.27 +0.85 ... 16.85 13.69 SoNtlBcpVA SONA 2.8 10 14.19 –1.06 .10 11.00 3.87 TremontMortgage TRMT 17.5 7 5.02 –0.98 .22
9.06 4.45 Noodles NDLS ... cc 8.12 –0.56 ... 39.28 27.89 PeoplesBncpOH PEBO 4.8 11 28.55 –3.76 .34 31.99 27.10 ReynoldsCnsmr REYN ... 23 28.85 –1.91 ... 37.89 31.29 SouthsideBcshs SBSI 3.8 15 32.22 –3.08 .31 2.00 0.60 Trevena TRVN ... dd .71 –0.04 ...
180.28 124.91 Nordson NDSN 1.0 25 145.30 –24.90 .38 34.32 25.02 PeoplesBncpNC PEBK 2.2 11 25.43 –2.79 .15 31.94 17.16 RhythmPharm RYTM ... dd 19.08 +0.80 ... 11.71 8.50 SparkEnergy SPKE 8.5 dd 8.56 –1.62 .1813 10.62 2.65 TreviTherap TRVI ... dd 5.19 –0.31 ...
17.65 53.88 40.00 PeoplesFinSvcs PFIS 3.3 12 43.92 –3.69 .36 5.93 2.44 RibbonComms RBBN ... dd 3.23 –0.27 ... .25
27.58 NortheastBank NBN .2 12 17.80 –2.60 .01 20.70 8.38 SpartanMotors SPAR .7 31 14.75 –3.76 .05 13.86 7.00 TribunePub TPCO 8.7 dd 11.47 –1.09
15.75 10.02 NorthernTechsIntl NTIC 2.3 26 11.46 –2.02 .065 147.20 114.26 PepsiCo PEP 2.9 25 132.03 –13.82 .955 7.59 4.47 RichardsonElec RELL 5.4 dd 4.47 –0.30 .06 19.07 8.82 SpartanNash SPTN 6.1 80 12.43 –1.86 .19 44.30 22.04 Tricida TCDA ... dd 31.78 –5.15 ...
110.48 83.16 NorthernTrust NTRS 3.2 13 87.76 –14.18 .70 8.14 3.56 Perceptron PRCP ... dd 4.97 –0.41 ... 3.10 1.56 RigelPharm RIGL ... dd 2.12 –0.18 ... 11.36 2.26 SpectrumPharm SPPI ... dd 2.86 –0.18 ... 41.42 32.93 TriCoBancshares TCBK 2.6 11 33.82 –3.51 .22
17.55 13.35 NorthfieldBanc NFBK 3.1 17 14.13 –1.56 .11 22.50 13.92 PerdoceoEduc PRDO ... 15 14.93 –3.24 ... 15.96 2.98 RigNet RNET ... dd 3.52 +0.26 ... 14.48 8.74 SperoTherap SPRO ... dd 9.54 –0.06 ... 33.45 23.42 TriMas TRS ... 12 25.35 –4.30 ...
42.28 33.00 NorthrimBanCorp NRIM 3.6 11 34.95 –5.45 .33 53.76 26.97 Perficient PRFT ... 36 40.97 –9.62 ... 6.00 3.63 RiminiStreet RMNI ... dd 4.62 –0.28 ... 23.48 17.61 SpiritofTexas STXB ... 13 18.44 –2.02 ... 46.67 35.86 Trimble TRMB ... 19 39.48 –5.91 ...
18.69 13.64 NorthwestBcshs NWBI 5.5 13 13.89 –1.83 .19 1.39 0.50 PerformShipping DCIX ... dd .56 –0.17 ... 8.70 6.35 RiverviewBncp RVSB 3.1 9 6.45 –0.87 .05 176.31 107.16 Splunk SPLK ... dd 147.33 –19.74 ... 3.36 0.63 TrinityBiotech TRIB ... dd 1.43 +0.43 ...
36.70 18.04 NorthwestPipe NWPX ... 19 31.55 –2.32 ... 2.57 0.79 PerformantFin PFMT ... dd 1.01 –0.17 ... 13.60 9.90 RiverviewFinl RIVE 2.6 25 11.55 –0.40 .075 17.25 9.73 SpokHoldings SPOK 5.0 dd 9.96 –0.82 .125 46.50 28.55 Trip.com TCOM ... 36 30.36 –2.70 ...
28.70 16.64 NortonLifeLock NLOK 2.6 3 19.03 –1.44 .125 9.70 2.51 PerionNetwork PERI ... 15 7.20 –1.19 ... 27.59 10.76 RocketPharm RCKT ... dd 19.49 –3.31 ... 8.90 3.41 SportsmansWrhs SPWH ... 12 6.00 –0.53 ... 56.60 21.94 TripAdvisor TRIP .0 26 23.45 –4.84 3.50
39.69 28.80 NorwoodFin NWFL 3.2 14 30.88 –2.53 .25 10.14 7.87 Perma-PipeIntl PPIH ... 23 8.73 +0.03 ... 6.88 1.81 RockwellMedical RMTI ... dd 2.81 –0.39 ... 40.50 17.02 SpringWorks SWTX ... ... 31.96 –1.16 ... 26.43 18.95 TriStateCapital TSC ... 11 19.87 –2.71 ...
42.14 23.82 NovaMeasuring NVMI ... 29 35.34 –2.96 ... 31.88 8.22 Personalis PSNL ... dd 8.73 –1.31 ... 34.14 23.43 RockyBrands RCKY 2.3 10 24.35 –0.97 .14 24.06 14.51 SproutsFarmersMkt SFM ... 13 15.98 –2.01 ... 43.15 27.21 TriumphBancorp TBK ... 15 33.87 –8.11 ...
3.72 0.22 Novan NOVN ... dd .22 –0.33 ... 36.33 21.28 PetIQ PETQ ... dd 31.10 –3.66 ... 9.90 7.11 RockyMtnChoc RMCF 6.3 24 7.66 –0.90 .12 42.73 21.70 StaarSurgical STAA ... cc 31.38 –3.32 ... 5.50 1.70 trivago TRVG ... 31 1.82 –0.50 ...
99.79 69.31 Novanta NOVT ... 78 89.21 –4.80 ... 29.17 15.00 PetMedExpress PETS 4.1 21 26.40 –2.10 .27 176.55 55.02 Roku ROKU ... dd 113.67 –5.71 ... 185.20 32.54 Stamps.com STMP ... 43 141.11 –33.36 ... 7.45 2.56 TrueCar TRUE ... dd 2.63 –0.85 ...
17.71 3.54 Novavax NVAX ... dd 16.00 +8.28 ... 16.65 2.56 PhaseBioPharm PHAS ... dd 4.21 –0.68 ... 124.16 88.31 RossStores ROST .9 24 108.78 –14.46 .255 12.09 6.16 StarBulkCarriers SBLK 2.3 dd 8.67 –0.36 .05 38.06 20.84 Trupanion TRUP ... dd 30.74 –2.16 ...
98.84 41.51 Novocure NVCR ... dd 72.75 –15.51 ... 47.84 18.51 PhathomPharm PHAT ... ... 36.12 –5.28 ... 138.78 80.65 RoyalGold RGLD 1.2 38 96.47 –12.62 .28 99.72 69.03 Starbucks SBUX 2.1 26 78.43 –8.93 .41 9.10 6.80 TrustcoBank TRST 4.0 12 6.86 –0.91 .0681
23.58 12.98 NuanceComms NUAN ... 45 21.62 –1.58 ... 36.98 20.00 PhibroAnimal PAHC 1.9 27 25.25 –1.65 .12 20.04 6.96 RubiusTherap RUBY ... dd 8.37 –0.31 ... 26.64 12.59 StarsGroup TSG ... cc 22.95 –2.45 ... 36.64 26.41 Trustmark TRMK 3.4 12 26.90 –4.95 .23
19.28 3.81 NuCana NCNA ... dd 4.11 –0.73 ... 16.75 7.95 Photronics PLAB ... 28 12.45 –1.22 ... 12.14 3.06 RuhnnHolding RUHN ... dd 6.91 –0.59 ... 36.45 24.70 StateAutoFin STFC 1.6 13 24.98 –5.21 .10 2.77 1.19 TuesdayMorning TUES ... dd 1.65 –0.05 ...
43.71 17.74 Nutanix NTNX ... dd 23.84 –13.13 ... 33.67 19.40 PilgrimPride PPC ... 12 21.16 –3.08 ... 49.27 33.73 RushEnt A RUSHA 1.2 11 41.92 –2.81 .13 20.99 1.76 StealthBioTher MITO ... ... 1.85 –0.29 ... 5.79 1.50 Tuniu TOUR ... dd 1.58 –0.23 ...
81.91 52.69 Nuvasive NUVA ... 54 65.81 –9.35 ... 45.25 18.46 Pinduoduo PDD ... dd 35.78 +1.21 ... 48.50 34.74 RushEnt B RUSHB 1.2 11 41.91 –2.44 .13 4.18 2.73 StealthGas GASS ... 52 2.73 –0.18 ... 67.54 24.21 TurningPtTherap TPTX ... ... 49.57 –6.52 ...
316.32 132.60 NVIDIA NVDA .2 60 270.07 –24.00 .16 65.00 50.51 PinnacleFinPtrs PNFP 1.2 10 52.64 –10.05 .16 27.14 17.76 RuthsHospitality RUTH 3.1 13 19.13 –3.24 .15 2.14 1.19 SteelConnect STCN ... dd 1.39 –0.10 ... 16.72 5.83 TurtleBeach HEAR ... 5 6.61 –0.58 ...
13.50 0.40 PintecTech PT ... ... 2.14 –0.45 ... 96.79 55.75 Ryanair RYAAY ... 14 71.68 –18.97 ... 38.35 25.03 SteelDynamics STLD 3.6 9 26.63 –3.06 .25 15.95 6.31 21 Vianet VNET ... dd 14.98 +0.31 ...
O 5.23 2.76
4.98
Pixelworks PXLW ... dd 4.26 –0.75 ... 67.94 40.06 Stericycle SRCL ... dd 57.43 –7.88 ... 19.15 7.81 TwinDisc TWIN ... dd 8.06 –1.99 ...
8.95
86.53 49.35
PlayaHotels
Plexus
PLYA
PLXS
...
...
dd
17
5.30
66.35
–1.76
–6.15
...
... S 17.49
44.80
10.16
28.95
SterlingCnstr
StevenMadden
STRL
SHOO
...
1.8
16
19
13.66
32.70
–1.34
–3.60
...
.15
35.95
74.94
20.05
11.37
TwistBiosci
2U
TWST
TWOU
...
...
dd
dd
30.62
23.51
–2.43
–1.18
...
...
11.00 8.10 OP Bancorp OPBK 3.2 9 8.85 –1.25 .07 35.70 14.84 Pluralsight PS ... dd 17.83 –1.35 ... 37.72 16.99 StitchFix SFIX ... 96 24.03 –5.34 ...
41.71 32.19 S&T Bancorp STBA 3.4 12 32.87 –4.85 .28
U
2.80 1.33 OPKO Health OPK ... dd 1.50 –0.13 ... 238.23 154.16 Pool POOL 1.0 33 210.96 –18.24 .55 42.60 32.00 StockYardsBncp SYBT 3.1 12 34.94 –4.49 .27
8.44 3.18 Orbcomm ORBC ... dd 3.31 –0.60 ... 61.46 46.92 Popular BPOP 2.5 7 47.98 –6.78 .30 309.85 178.85 SBA Comm SBAC .7 cc 265.09 –30.56 .465 39.04 19.21 StokeTherap STOK ... ... 24.75 –2.69 ...
454.31 349.71 OReillyAuto ORLY ... 21 368.72 –22.78 ... 3.80 1.99 PortmanRidge PTMN 11.5 dd 2.09 –0.18 .06 25.24 20.48 SBOneBancorp SBBX 1.6 9 21.92 –2.33 .085 45.72 23.15 StoneCo STNE ... 65 39.89 –3.59 ...
117.21 79.30 OSI Systems OSIS ... 20 81.27 –9.70 ... 37.95 9.78 PortolaPharm PTLA ... dd 10.11 –3.40 ... 1.90 0.70 SCYNEXIS SCYX ... dd .94 –0.16 ... 30.60 14.93 Stratasys SSYS ... dd 16.00 –4.21 ... 71.97 57.36 UMB Fin UMBF 2.1 12 58.15 –9.57 .31
1.82 1.16 O2MicroIntl OIIM ... dd 1.37 –0.14 ... 9.42 3.10 Potbelly PBPB ... dd 5.00 –0.81 ... 69.61 49.50 SEI Investments SEIC 1.3 17 54.71 –13.66 .35 189.79 122.08 StrategicEd STRA 1.6 43 147.38 –18.34 .60 17.50 4.95 USA Truck USAK ... dd 5.01 –1.31 ...
5.75 4.90 OaktreeSpec OCSL 7.8 6 4.90 –0.45 .095 45.42 33.31 PotlatchDelt PCH 4.4 45 36.74 –5.79 .40 23.10 14.08 SI-BONE SIBN ... dd 19.31 –0.65 ... 31.22 18.51 Strattec STRT 2.7 49 20.91 –3.92 .14 2.98 0.92 USAutoPartsNtwk PRTS ... dd 2.36 –0.40 ...
22.36 11.26 OasisMidstream OMP 16.8 4 12.00 –1.92 .54 50.81 26.21 PowellIndustries POWL 3.1 25 33.43 –2.69 .26 6.93 4.21 SIGA Tech SIGA ... 9 5.00 +0.27 ... 33.40 22.80 StratusProp STRS ... dd 28.66 –2.86 ... 56.22 25.86 US Concrete USCR ... 30 26.84 –10.49 ...
19.20 1.03 ObalonTherap OBLN ... dd 1.40 –0.44 ... 111.56 64.95 PowerIntegrations POWI .9 13 87.05 –11.82 .19 69.49 31.03 Sina SINA ... dd 32.75 –4.25 ... 5.69 1.43 StrongbridgeBio SBBP ... dd 2.77 –0.49 ... 67.24 40.94 US Ecology ECOL 1.7 28 42.06 –8.20 .18
14.50 2.37 ObsEva OBSV ... dd 3.03 –0.41 ... 8.50 4.76 PowerFleet PWFL ... dd 7.05 –0.96 ... 12.32 7.76 SLM SLM 1.2 8 10.37 –1.67 .03 27.83 21.74 SummitFin SMMF 2.7 9 21.92 –3.58 .15 104.00 70.72 US Lime&Min USLM .8 17 80.55 –5.15 .16
26.09 19.96 OceanFirstFin OCFC 3.3 12 20.44 –2.83 .17 8.77 3.56 Precigen PGEN ... dd 3.79 –0.94 ... 39.08 16.94 SMART Global SGH ... 31 26.84 –6.17 ... 13.21 10.72 SummitStateBk SSBI 4.1 11 11.57 –1.00 .12 368.83 222.00 UltaBeauty ULTA ... 22 257.09 –42.31 ...
5.82 2.35 OcularTherapeutix OCUL ... dd 4.71 –0.95 ... 23.67 6.24 PrecisionBio DTIL ... dd 8.01 ... ... 5.74 2.02 SMTC SMTX ... dd 2.99 –0.47 ... 2.38 1.13 SummitTherap SMMT ... dd 1.38 –0.08 ... 30.00 9.61 UltraClean UCTT ... dd 20.91 –2.84 ...
43.75 15.67 OdonateTherap ODT ... dd 29.59 –4.56 ... 64.50 41.98 PreferredBankLA PFBC 2.3 10 51.13 –9.07 .30 4.63 2.79 SORL AutoParts SORL ... 4 4.17 –0.35 ... 36.70 7.45 SundanceEnergy SNDE ... 29 7.51 –2.17 ... 74.50 35.41 UltragenyxPharm RARE ... dd 56.08 –3.31 ...
3.82 1.23 OfficeDepot ODP 4.3 13 2.35 –0.20 .025 76.60 45.12 PreformedLine PLPC 1.6 11 48.80 –6.83 .20 7.32 0.97 SPI Energy SPI ... dd 1.00 –0.41 ... 13.22 1.10 SundialGrowers SNDL ... ... 1.42 –0.11 ... 11.97 6.85 Ultralife ULBI ... 22 7.08 –0.63 ...
35.95 23.36 OfficePropIncm OPI 7.6 46 29.13 –6.19 .55 20.38 14.27 PremierFinBncp PFBI 3.6 10 16.65 –0.86 .15 47.33 30.66 SP Plus SP ... 17 36.51 –1.76 ... 4.72 1.30 SunOpta STKL ... dd 2.70 +0.01 ... 18.94 14.98 Umpqua UMPQ 5.5 10 15.39 –2.37 .21
41.50 27.60 OhioValleyBanc OVBC 3.0 13 27.80 –5.22 .21 40.14 27.37 Premier PINC ... dd 29.43 –1.68 ... 62.26 44.07 SPS Commerce SPSC ... 56 52.60 –3.65 ... 16.04 5.96 SunPower SPWR ... cc 8.57 –1.63 ... 47.81 25.54 UnionBankshares UNB 4.3 18 29.98 –2.17 .32
142.98 70.44 Okta OKTA ... dd 128.06 –5.53 ... 19.25 7.41 PrevailTherap PRVL ... ... 12.78 –4.20 ... 67.73 42.51 SS&C Tech SSNC .9 33 55.50 –8.50 .125 23.66 12.90 SunRun RUN ... 97 19.34 –2.61 ... 82.49 36.20 uniQure QURE ... dd 51.46 –9.18 ...
227.21 130.87 OldDomFreight ODFL .5 25 193.80 –28.75 .1533 79.90 48.06 PriceSmart PSMT 1.3 22 55.69 –4.17 .35 19.42 10.59 SSR Mining SSRM ... 34 15.83 –2.94 ... 30.00 16.00 SuperMicroComp SMCI ... 15 25.38 –2.36 ... 96.03 60.83 UnitedAirlines UAL ... 5 61.59 –16.42 ...
18.74 15.49 OldNatlBncp ONB 3.6 11 15.76 –2.34 .14 16.35 9.54 PrimoWater PRMW ... cc 14.00 –1.39 ... 270.95 183.04 SVB Fin SIVB ... 10 208.16 –53.26 ... 18.78 10.25 SuperiorGroup SGC 3.3 15 12.02 +1.38 .10 24.54 17.85 UnitedBancshares UBOH 2.6 8 21.93 –0.63 .14
14.41 10.40 Old2ndBcp OSBC .4 8 10.64 –2.03 .01 23.98 17.80 PrimorisSvcs PRIM 1.3 12 18.98 –3.97 .06 22.27 13.77 SVMK SVMK ... dd 18.23 –2.54 ... 42.29 17.37 SupernusPharms SUPN ... 9 17.99 –6.00 ... 40.70 28.19 UnitedBkshrsWV UBSI 4.8 11 28.88 –4.62 .35
103.03 46.97 Ollie'sBargain OLLI ... 24 50.87 –6.23 ... 60.81 43.10 PrincipalFin PFG 5.0 9 44.39 –10.02 .56 24.95 17.31 SabraHealthcare SBRA 9.2 57 19.55 –2.44 .45 5.45 1.15 SurfaceOncol SURF ... dd 3.16 –0.69 ... 31.66 23.21 UtdCmtyBks UCBI 2.8 11 24.77 –4.31 .18
19.65 9.99 OlympicSteel ZEUS .7 36 12.05 –0.89 .02 75.65 25.35 PrincipiaBio PRNB ... dd 64.56 –1.14 ... 25.44 13.49 Sabre SABR 4.1 24 13.62 –8.27 .14 19.74 5.38 SurgeryPartners SGRY ... dd 16.42 –2.14 ... 53.68 37.60 UnitedFire UFCS 3.4 69 38.34 –6.62 .33
119.89 69.35 OmegaFlex OFLX 1.4 46 78.30 –10.03 3.50 20.63 17.05 ProfessionalHldg PFHD ... 76 18.62 –1.13 ... 103.96 78.14 SafetyInsurance SAFT 4.6 12 78.74 –14.91 .90 58.84 34.43 Surmodics SRDX ... 75 34.91 –2.21 ... 20.89 14.08 UnitedGuardian UG 7.5 17 14.70 –1.47 .55
20.92 11.10 Omeros OMER ... dd 11.91 –2.10 ... 6.37 3.42 ProgenicsPharm PGNX ... dd 4.72 –0.44 ... 34.88 28.00 SagaComm SGA 4.2 12 28.78 –1.57 .30 12.75 7.69 SutroBioph STRO ... dd 9.73 –1.77 ... 11.45 8.30 UnitedSecBcshrs UBFO 5.1 10 8.66 –1.29 .11
94.85 67.30 Omnicell OMCL ... 57 81.47 –6.66 ... 52.50 35.60 ProgressSoftware PRGS 1.8 64 37.29 –6.39 .165 193.56 45.45 SageTherap SAGE ... dd 47.00 –22.53 ... 38.24 24.54 SykesEnterprises SYKE ... 21 31.68 –3.99 ... 128.94 74.31 UnitedTherap UTHR ... dd 102.96 –4.00 ...
25.92 16.65 ON Semi ON ... 37 18.66 –1.36 ... 36.50 13.29 Progyny PGNY ... dd 27.53 –2.46 ... 107.00 56.35 Saia SAIA ... 20 87.31 –16.52 ... 1.94 1.08 Synacor SYNC ... dd 1.11 –0.11 ... 12.79 5.24 Uniti UNIT 9.0 58 9.76 –1.06 .22
21.77 12.01 1-800-FLOWERS FLWS ... 29 18.04 –0.32 ... 133.58 102.25 Proofpoint PFPT ... dd 106.65 –17.25 ... 3.26 1.21 SalemMedia SALM 8.1 dd 1.23 –0.12 .025 19.65 8.74 Synalloy SYNL ... dd 11.45 –0.82 ... 24.70 16.74 UnityBancorp UNTY 1.9 8 17.13 –2.68 .08
2.30 1.83 180DegreeCap TURN ... 5 2.01 –0.14 ... 16.07 5.49 ProQR Therap PRQR ... dd 7.09 –1.95 ... 179.45 113.72 SandersonFarms SAFM 1.0 84 123.56 –11.82 .32 84.75 26.34 Synaptics SYNA ... dd 66.05 –10.11 ... 10.72 5.61 UnityBiotech UBX ... dd 6.01 –0.81 ...
28.58 17.52 1LifeHealthcare ONEM ... dd 21.62 –2.38 ... 6.87 5.40 ProspectCapital PSEC 13.1 ... 5.51 –1.01 .06 38.45 29.83 SandySpringBncp SASR 3.9 9 30.76 –4.48 .30 9.05 3.72 Synchronoss SNCR ... dd 4.92 –0.58 ... 230.32 142.50 UnivDisplay OLED .4 54 158.79 –15.58 .15
9.20 2.29 111 YI ... dd 6.51 –0.25 ... 16.67 4.47 ProtagonistTherap PTGX ... dd 7.80 –1.26 ... 107.86 67.04 Sanfilippo JBSS .9 16 70.19 –8.99 2.00 11.33 4.52 SyndaxPharm SNDX ... dd 9.41 –1.07 ... 60.00 31.56 UnivElectro UEIC ... cc 42.22 –9.58 ...
5.92 4.41 1347 Property PIH ... dd 5.55 –0.05 ... 21.45 14.01 ProtectiveInsA PTVCA 2.7 30 15.09 –0.41 .10 13.91 6.43 SangamoTherap SGMO ... dd 8.53 +1.09 ... 72.44 40.06 SyneosHealth SYNH ... 51 63.35 –7.47 ... 58.10 29.00 UniversalForest UFPI .5 16 46.86 –9.83 .125
18.40 14.50 OneWaterMarine ONEW ... ... 16.01 –1.85 ... 21.31 14.11 ProtectiveInsB PTVCB 2.8 29 14.26 –1.56 .10 34.96 24.82 Sanmina SANM ... 13 26.29 –3.63 ... 10.01 1.91 Synlogic SYBX ... dd 2.06 –0.76 ... 27.49 15.02 UnivLogistics ULH 2.7 12 15.41 –3.31 .105
47.85 37.01 OpenText OTEX 1.7 35 41.92 –4.47 .1746 4.72 0.61 ProteostasisTher PTI ... dd 1.56 –0.44 ... 51.84 40.00 Sanofi SNY 2.5 28 46.25 –4.60 1.7223 166.87 100.65 Synopsys SNPS ... 44 137.93 –11.40 ... 19.01 11.11 UnivStainless USAP ... 24 11.45 –1.73 ...
14.94 6.36 Opera OPRA ... 19 8.08 +1.23 ... 17.63 6.71 Prothena PRTA ... dd 10.66 –1.22 ... 0.88 0.34 Sanofi Rt GCVRZ ... ... .87 ... ... 1.52 0.71 SyprisSolutions SYPR ... dd .86 –0.13 ... 27.80 22.87 UnivestFin UVSP 3.4 10 23.40 –2.03 .20
25.84 14.22 OportunFin OPRT ... dd 21.03 +0.83 ... 22.82 2.20 ProventionBio PRVB ... dd 11.98 –3.02 ... 158.80 72.05 SareptaTherap SRPT ... dd 114.47 –9.51 ... 11.93 4.45 SyrosPharm SYRS ... dd 5.85 –1.50 ... 4.87 0.48 UnumTherap UMRX ... dd .67 –0.10 ...
13.00 8.70 Optibase OBAS ... dd 10.93 –0.57 ... 71.97 46.53 ProvidenceService PRSC ... dd 61.78 –9.64 ... 33.48 8.61 SatsumaPharm STSA ... ... 28.49 +1.31 ... 23.89 3.25 UpFintech TIGR ... dd 3.41 –0.55 ...
5.60
11.66
2.80
4.44
OpticalCable
OptiNose
OCC
OPTN
...
...
dd
dd
3.03
6.05
–0.13
–1.41
...
...
22.99
19.57
18.00
15.21
ProvidentFin
PrudentialBncp
PROV
PBIP
2.8
1.7
27
15
19.75
16.43
–2.14
–1.25
.14
.43
11.96
39.14
0.69
26.84
Savara
ScanSource
SVRA
SCSC
...
...
dd
16
2.29
28.43
–0.38
–2.82
...
... T 54.87
25.00
32.15
6.80
UplandSoftware
Upwork
UPLD
UPWK
...
...
dd
dd
38.91
8.66
–3.51
–0.43
...
...
18.21 6.24 OptionCare OPCH ... dd 14.75 –2.47 ... 43.90 6.26 PumaBiotech PBYI ... dd 10.76 –2.85 ... 27.47 15.53 SchnitzerSteel SCHN 4.6 14 16.48 –0.73 .1875 34.24 19.63 UrbanOutfitters URBN ... 10 23.51 –5.10 ...
28.37 17.94 OpusBank OPB 1.9 15 23.67 –4.12 .11 14.80 4.11 Puyi PUYI ... 46 5.76 –0.24 ... 23.35 6.95 ScholarRock SRRK ... dd 14.11 –0.20 ... 47.46 35.96 TCF Financial TCF 3.8 20 36.44 –5.80 .35 41.21 20.72 UroGenPharma URGN ... dd 27.26 –3.02 ...
11.87 5.61 OraSureTechs OSUR ... 23 6.03 –0.06 ... 54.54 35.00 QAD A QADA .6 dd 49.05 –4.42 .072 45.80 30.29 Scholastic SCHL 1.9 66 32.09 –3.09 .15 15.56 11.78 TCG BDC CGBD 12.2 12 12.14 –1.54 .37 15.98 6.45 UrovantSci UROV ... dd 12.51 –0.31 ...
21.64 9.78 OrchardTherap ORTX ... ... 12.89 +0.48 ... 38.04 27.50 QAD B QADB .7 dd 33.50 –2.00 .06 56.65 25.50 Schrodinger SDGR ... dd 46.38 –3.62 ... 25.47 10.04 TCR2 Therap TCRR ... dd 11.88 –2.08 ... 112.26 76.60 UtahMedProducts UTMD 1.3 22 87.40 –9.53 .28
8.44 1.89 OrganiGram OGI ... dd 2.20 –0.48 ... 20.44 9.80 Q&K Intl QK ... ... 11.75 –0.70 ... 31.63 16.02 ScientificGames SGMS ... dd 18.24 –5.51 ... 57.80 32.69 TD Ameritrade AMTD 2.9 12 42.23 –6.34 .31 3.99 2.28 UTStarcom UTSI ... ... 2.56 –0.02 ...
38.14 29.14 OriginBancorp OBNK 1.2 13 30.24 –5.35 .0925 44.76 31.56 QCR Holdings QCRH .6 11 38.06 –4.28 .06 18.75 8.26 SciPlay SCPL ... 6 9.04 –0.30 ... 18.88 10.78 TelaBio TELA ... dd 15.49 –2.13 ... 5.63 1.41 Uxin UXIN ... dd 1.67 –0.33 ...
61.53 34.74 OrthofixIntl OFIX ... dd 35.34 –9.70 ... 25.25 12.93 QIWI QIWI 4.6 14 17.44 –2.62 .28 10.95 2.44 scPharm SCPH ... dd 8.85 –1.46 ... 22.24 15.89 TFS Fin TFSL 5.3 68 20.44 –1.80 .27
.05 5.65
51.48
7.97
28.19
2.20
OrthoPediatrics
OsmoticaPharm
KIDS
OSMT
...
...
dd
dd
46.42
5.83
–2.19
–0.02
...
...
122.37
96.17
58.52
53.03
Qorvo
Qualcomm
QRVO
QCOM
...
3.2
35
22
100.58
78.30
+2.39
–8.73
...
.62
23.41
4.98
11.36
1.15
ScrippsEW
SeaChange
SSP
SEAC
1.7
...
dd
dd
11.90
3.66
–1.67
–0.74 ...
7.04
101.35 68.16
THL Credit
T-MobileUS
TCRD
TMUS
14.5
...
dd
22
5.79
90.16
–0.91
–8.41
.21
... V
4.18 2.10 Otonomy OTIC ... dd 3.15 –0.40 ... 95.99 72.76 Qualys QLYS ... 48 80.18 –11.46 ... 31.42 22.35 SeacoastBkgFL SBCF ... 13 24.90 –1.88 ... 31.41 15.34 TPIComposites TPIC ... dd 23.74 –2.23 ...
57.74 47.56 OtterTail OTTR 3.0 22 48.61 –6.80 .37 36.15 19.08 Quanterix QTRX ... dd 22.81 –5.11 ... 64.17 41.63 Seagate STX 5.4 8 47.95 –6.09 .65 139.82 95.07 TRowePrice TROW 3.1 14 118.01 –18.26 .90 3.28 1.87 VEON VEON 18.1 6 1.98 –0.38 .15
29.75 6.25 Overstock OSTK ... dd 6.46 –2.80 ... 8.52 2.29 Quantum QMCO ... dd 5.21 –0.35 ... 16.78 10.44 SeaSpine SPNE ... dd 14.13 –1.94 ... 50.45 30.53 TTEC TTEC 1.7 25 37.43 –6.87 .32 5.42 3.06 VOXX Intl VOXX ... dd 3.71 +0.06 ...
5.24 1.53 OvidTherap OVID ... dd 3.28 –0.26 ... 82.72 52.49 Quidel QDEL ... 45 77.24 –2.15 ... 124.32 62.90 SeattleGenetics SGEN ... dd 113.86 –3.14 ... 16.25 8.49 TTM Tech TTMI ... 37 12.99 –0.32 ... 41.14 24.06 VSE VSEC 1.2 9 29.45 –0.40 .09
18.60 12.49 OxfordImmunotec OXFD ... dd 13.18 –1.74 ... 17.13 10.15 QuinStreet QNST ... 97 12.88 –1.71 ... 10.52 5.05 SecooHolding SECO ... 13 5.55 –0.36 ... 4.55 0.52 T2Biosystems TTOO ... dd .69 –0.21 ... 12.14 9.13 ValleyNatlBncp VLY 4.7 11 9.30 –1.55 .11
11.04 7.81 OxfordLane OXLC 20.1 dd 8.07 –1.04 .135 11.30 5.93 Quotient QTNT ... dd 6.08 –0.91 ... 23.00 10.37 SecureWorks SCWX ... dd 13.89 –1.07 ... 69.72 37.41 TabulaRasaHlth TRHC ... dd 56.17 –13.03 ... 20.43 10.10 VandaPharm VNDA ... 5 11.03 –1.17 ...
Exchange-Traded Portfolios
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.
.055 .0621
Bats
InnovS&P500PwrN PNOV ... 25.05 –1.48 ... iShBds2022TermHY IBHB 5.8 24.33 –0.39 .0987 TortoiseDigPay TPAY .1 30.44 –4.39 .527 FTHdgBuyWriteIncm FTLB 3.1 20.95 –1.23 InvsBull20HYCpBd BSJK 4.0 23.72 –0.15
InnovS&P500PwrA PAPR ... 25.12 –1.25 ... iShInflHdgCpBd LQDI 3.2 27.37 –0.01 .0658 TortoiseWaterFd TBLU 2.3 32.60 –4.71 .1187 FT HK AlphaDEX FHK 3.1 32.57 –1.75 .0831 InvscBull2021CpBd BSCL 2.6 21.27 –0.03 .0434
InnovS&P500Aug PAUG ... 24.83 –1.15 ... iShIntlAggregateBd IAGG 2.6 56.09 +0.07 .103 TrimTabsAllCapIntl TTAI ... 24.50 –2.61 ... FT IPOXEurEq FPXE 2.2 20.76 –1.80 .145 InvsBull21HYCpBd BSJL 5.0 24.11 –0.58 .0872
ALPSCleanEnergy ACES 1.6 37.16 –5.84 .1397 InnovS&P500PwrD PDEC ... 25.52 –1.64 ... iShIntlDivGrowth IGRO 2.9 53.96 –5.60 .0228 TrimTabsACUSFree TTAC ... 35.97 –4.95 ... FT GlblAgri FTAG 2.8 19.92 –2.34 .0447 InvscBull2027CpBd BSCR 3.2 21.44 +0.04 .049
ALPS DisrupTech DTEC .4 30.82 –3.43 .1375 InnovS&P500Jan PJAN ... 27.02 –1.82 ... iShLiquidityIncm ICSH 2.6 50.47 +0.02 .0813 VanEckAMTFrIntMuni ITM 2.1 51.78 +0.37 .0983 FT GlbNatRscs FTRI 7.3 10.68 –1.58 .2155 InvscBull2026CpBd BSCQ 3.0 21.06 +0.09 .0471
ARK AutoTech ARKQ ... 36.89 –5.79 ... InnovS&P500PwrJun PJUN ... 26.47 –1.02 ... iShMSCIArgentina AGT 1.6 19.71 –3.07 .0818 VanEckAMTFrLgMun MLN 2.6 21.84 +0.15 .0482 FTIndiaNifty50EW NFTY 1.1 30.94 –3.00 .1868 InvsBull26HYCpBd BSJQ 5.5 25.42 –0.78 .1019
ARKGenomicRev ARKG .0 34.39 –2.02 1.0539 InnovS&P500PwrO POCT ... 24.26 –1.20 ... iShMSCIChileCapped ECH 3.1 26.96 –3.23 .7503 VanEckAMTFrShMuni SMB 1.6 17.92 +0.01 .0234 FTIndxxInnTran LEGR 2.2 29.70 –3.26 .1065 InvscBull2023CpBd BSCN 2.9 21.54 +0.03 .0458
ARK Israel Innov IZRL 2.2 21.35 –2.76 .4753 InnovS&P500Sep PSEP ... 24.84 –1.16 ... iShMSCIChinaAETF CNYA 1.2 29.91 –1.03 .1139 VanEckCEFMuni XMPT 4.0 27.91 –0.72 .0775 FTIndxxNextG NXTG .8 50.95 –5.55 .2393 InvsBull23HYCpBd BSJN 5.5 25.66 –0.61 .1035
AffinityWorldLdr WLDR 2.8 20.92 –2.96 .2933 InnovS&P500UltA UAPR ... 25.21 –1.44 ... iShMSCIDenmarkCap EDEN 2.5 65.52 –6.56 1.5191 VanEckHYMuni HYD 4.0 65.62 –0.11 .2057 FTIntlEquOpps FPXI .7 39.58 –3.11 .065 InvscBull2022CpBd BSCM 2.8 21.63 +0.02 .0443
AlphaIntQuMom IMOM 1.3 24.24 –3.17 .1091 InnovS&P500UltAug UAUG ... 25.01 –1.19 ... iShMSCIEmgMulti EMGF 2.9 40.76 –2.97 .4494 VanEckMornDur DURA 2.7 26.25 –3.36 .3867 FT JapanAlpha FJP 3.2 43.87 –3.05 .8119 InvsBull22HYCpBd BSJM 5.2 24.00 –0.51 .0877
AlphaIntQuVal IVAL 2.9 25.25 –2.54 .1405 InnovS&P500UltDec UDEC ... 25.79 –1.16 ... iShMSCIEurozone EZU 3.2 37.49 –4.02 .1697 VanEckMornGlb GOAT ... 28.34 –3.32 ... FT LC CoreAlpha FEX 1.5 58.51 –8.00 .2543 InvscBS2028MuniBd BSMS 1.8 25.96 +0.18 .037
AlphaUSQuMom QMOM .0 32.18 –3.44 .0017 InnovS&P500UltFeb UFEB ... 23.74 –1.09 ... iShMSCIFinlandCap EFNL 6.1 35.62 –2.45 .6572 VanEckMornIntlMoat MOTI 4.5 28.08 –2.71 1.25 FT LC GrwthAlpha FTC .7 69.38 –8.60 .1109 InvscBS2025MuniBd BSMP 1.4 25.62 +0.11 .0286
AlphaUSQuVal QVAL 2.4 25.26 –4.00 .1261 InnovS&P500UltJan UJAN ... 27.06 –1.21 ... iShMSCIGermanySC EWGS 3.1 54.13 –5.57 1.0679 VanEckMornWideMoat MOAT 1.4 50.14 –5.82 .7167 FT LC US Equity RNLC 1.7 22.29 –3.14 .1118 InvscBS2024MuniBd BSMO 1.3 25.49 +0.04 .0267
AlphaArchValMom VMOT 2.0 22.11 –2.81 .3566 InnovS&P500UltrJul UJUL ... 24.34 –1.14 ... iShMSCIGlbMet&MnPr PICK 7.0 23.50 –3.68 .0482 VanEckMuni MAAX 2.9 26.31 +0.07 .0507 FT LC Value FTA 2.2 47.96 –7.53 .3019 InvscBS2024USDEM BSDE 4.3 26.41 –0.55 .0811
AlphaCloneAltAlpha ALFA .2 54.38 –7.40 .0919 InnovS&P500UltJun UJUN ... 25.36 –1.04 ... iShMSCIGlSilverMin SLVP 2.5 9.24 –2.03 .1901 VanEckRussia RSX 6.6 21.37 –3.42 1.4162 FT LatAmAlpha FLN 2.2 19.46 –2.35 .0549 InvscBull2029CpBd BSCT 3.2 20.82 +0.09 .0421
AmCustSatisfCore ACSI 1.8 32.89 –4.48 .583 InnovS&P500UltN UNOV ... 25.29 –1.10 ... iShMSCIEAFEGrowth EFG 1.8 79.25 –7.22 .9686 VanEckRussiaSC RSXJ ... 33.92 –5.69 ... FT LowDurOpp LMBS 2.5 52.41 +0.23 .10 InvscBS2029MuniBd BSMT 1.9 25.96 +0.21 .0384
AnfieldCapDiv DALT 4.7 9.44 –1.25 .0247 InnovS&P500UltO UOCT ... 24.24 –0.98 ... iShMSCIIndiaETF INDA 1.1 32.19 –2.63 .0326 VanEckShHYMuni SHYD 3.1 25.65 –0.07 .0649 FT LowDurStrat LDSF 2.9 20.59 –0.02 .041 InvscBS2021MuniBd BSML 1.1 25.14 –0.01 .0217
AnfieldUSEquity AESR .4 9.18 –1.24 .0333 InnovS&P500UltSep USEP ... 24.71 –0.90 ... iShMSCIIndiaSC SMIN 1.8 35.34 –2.58 .4153 VanEckVietnam VNM .9 13.74 –1.22 .1051 FT MgdMuni FMB 2.4 57.17 +0.41 .105 InvscBS2021USDEM BSAE 3.9 25.56 –0.08 .0762
AnfieldUnivFx AFIF 2.4 9.89 +0.12 .0128 InnovS&PHiQualPfd EPRF 5.2 23.52 –0.97 .10 iShMSCINorwayCap ENOR 3.8 21.02 –2.80 .1321 VangdESGIntlStk VSGX 2.5 48.70 –4.19 .3862 FT MegaCap FMK 1.6 34.95 –5.13 .1854 InvscBS27HYCpBd BSJR 4.8 25.20 –0.42 .0921
AptusColIncmOpp ACIO 2.8 24.19 –0.89 .1954 InvscBalMulti PSMB 3.6 13.33 –0.99 .5967 iShMSCI UK SC EWUS 3.0 37.92 –5.27 .6026 VangdESGUSStk ESGV 1.4 52.46 –6.67 .2271 FT MC CoreAlpha FNX 1.4 63.74 –9.54 .3875 InvscBS2027MuniBd BSMR 1.7 25.83 +0.14 .0349
AptusDefRisk DRSK 1.8 28.76 +0.20 .0978 InvscConsrvMulti PSMC 5.2 12.65 –0.40 .44 iShMSCIEAFEValue EFV 5.3 43.93 –4.27 1.3773 VangdUSLiquid VFLQ 1.6 78.34 –11.10 .4858 FT MC GrwthAlpha FNY .3 44.61 –6.22 .1074 InvscBS2026MuniBd BSMQ 1.7 25.81 +0.13 .0351
AptusDrawMgd ADME ... 29.89 –1.68 ... InvscGrwMultAll PSMG 2.7 13.84 –1.38 .3467 iShMornMultiAsst IYLD 5.2 24.66 –1.37 .0714 VangdUSMinVol VFMV 2.6 84.78 –9.48 .8404 FT MC US Equity RNMC 1.9 20.51 –3.06 .1344 InvscBS2023MuniBd BSMN 1.2 25.33 +0.01 .0232
ArrowResCapMgmt ARCM 2.4 99.29 –0.86 .1206 InvscModConserv PSMM 3.1 13.31 –0.72 .3955 iShNorthAmNatRscs IGE 3.4 24.21 –3.97 .8382 VangdUSMom VFMO 1.3 80.41 –10.36 .3638 FT MC ValAlpha FNK 2.2 30.09 –4.94 .2633 InvscBS2023USDEM BSCE 4.1 26.23 –0.24 .0828
S&PVEQTOR VQT ... 164.88 –6.21 ... InvscPureDevxNA PBDM 3.1 22.66 –2.18 .11 iShRussell2500 SMMD 1.7 43.05 –6.05 .2092 VangdUSMultifact VFMF 1.9 69.97 –10.35 .3793 FT MCGrAlpDX FAD .5 72.46 –9.42 .161 InvscBS2022MuniBd BSMM 1.2 25.26 +0.01 .025
BarclaysETN+Select ATMP 9.2 14.14 –2.44 .3264 InvscPureFTSEEM PBEE 3.4 22.96 –1.72 .28 iShIntlPfdStock IPFF 4.7 14.27 –0.93 .0332 VangdUSQual VFQY 1.5 75.57 –11.04 .365 FT MuCValAlpha FAB 2.1 48.52 –7.87 .3382 InvscBS2022USDEM BSBE 4.0 25.98 –0.20 .0835
BarcInverseUSTrea TAPR ... 7.38 –2.51 ... InvscPureMSCIUSA PBUS 1.7 29.37 –4.07 .174 iShShortMaturityBd NEAR 2.7 50.40 +0.04 .1031 VangdUSValue VFVA 2.5 64.77 –10.47 .4985 FTMuniCEFIncmOpp MCEF 2.9 19.65 –0.56 .05 InvscBuyBackAch PKW 1.5 59.52 –8.96 .2516
BarcRetDisability RODI ... 78.02 –13.34 ... InvscPrMSCIUSASC PBSM 1.3 25.37 –3.63 .1445 iShShrtMatMuniBd MEAR 1.5 50.30 +0.04 .0509 Velocity1xInvVS EXIV ... 25.74 –16.45 ... FTMuniHiIncm FMHI 3.2 54.94 +0.37 .14 InvscDWABasicMatl PYZ 1.7 51.43 –8.37 .2744
BarclaysWILETN WIL ... 66.43 –9.90 ... InvscPureUSAggBd PBND 2.7 26.48 +0.26 .0588 iShCohen&StrsREIT ICF 2.7 110.68 –15.29 .6941 Velocity1xLgVSTOXX EVIX ... 5.56 +2.12 ... FT NasdComBk QABA 2.3 43.15 –6.38 .2626 InvscDWAConsCyc PEZ .0 48.43 –7.89 .0029
CBOES&P500DivAr KNG 4.6 40.91 –5.41 .4761 InvscPure0-5YTIPS PBTP 2.1 25.22 +0.08 .1175 iShUS Div&Buyback DIVB 2.3 27.13 –3.92 .1655 WisdTrYdEnhUSST SHAG 2.7 51.11 +0.26 .1125 FT NasdCleanEdge QCLN .8 26.20 –4.28 .0291 InvscDWACnsStpls PSL .5 65.69 –9.57 .1304
CambriaEmSharehldr EYLD 4.9 27.72 –3.07 .4343 InvscRuss1000Dyn OMFL 1.8 29.23 –3.90 .1872 iShUSInfr IFRA 1.9 24.99 –3.92 .1305 WisdomDynCurrIntl DDWM 4.0 27.25 –2.88 .19 FT NasdClEdSmGr GRID 1.3 54.41 –6.53 .0802 InvscDWADevMkt PIZ 1.7 26.70 –2.98 .1385
CambriaFgnShare FYLD 4.4 20.80 –2.76 .1828 InvscRs1000EnhEW USEQ 1.8 26.62 –3.96 .0919 iShUSTreasuryBdETF GOVT 1.9 27.20 +0.54 .0397 WisdTrDynCurr DHDG 2.3 24.01 –2.63 .1566 FT NasdCybersec CIBR .2 28.45 –3.45 .0472 InvscDWAEMMom PIE 2.1 17.52 –1.45 .1466
CambriaGlbAssetAll GAA 3.1 26.07 –1.56 .1058 InvscRuss2000Dyn OMFS 1.6 24.07 –3.47 .1023 JPMBetaCanada BBCA 2.5 24.12 –2.62 .2068 WisdomDynCurrIntSC DDLS 4.2 28.56 –3.26 .3012 FT NasdGlblAuto CARZ 3.5 31.04 –4.23 .3022 InvscDWAEnerMom PXI 4.0 19.63 –3.78 .28
CambriaGlbMomentum GMOM 2.8 24.12 –2.17 .2476 InvscS&P500MinVar SPMV 1.6 29.23 –3.97 .53 JPMBetaDevAsia BBAX 4.5 23.66 –1.99 .1988 WisdTrDynLSUS DYLS ... 24.87 –3.33 ... FT Nasd100xTech QQXT .4 55.61 –6.47 .0604 InvscDWAFinMom PFI 1.0 36.24 –5.83 .1067
CambriaGlbValue GVAL 3.3 20.39 –2.38 .214 InvscS&PIntlDev IDHD 6.4 25.51 –2.60 .70 JPMBetaEurope BBEU 3.6 22.90 –2.51 .1227 WisdTrEMDivFd DVEM 4.0 28.90 –2.17 .2455 FT Nasd100Tech QTEC .7 94.24 –10.80 .2216 InvscDWAHlthcrMom PTH ... 91.05 –6.58 ...
CambriaMarijuana TOKE 5.4 12.41 –2.07 .2424 InvscS&PSCHiDiv XSHD 5.6 21.44 –2.65 .1149 JPMBetaIntl BBIN .1 46.29 –5.24 .0464 WisdTrEurMultFd EUMF 2.8 28.08 –3.33 .1381 FT NasdArtlIntel ROBT .5 31.90 –3.85 .0114 InvscDWAIndlsMom PRN .4 63.87 –8.77 .0542
CambriaShareholder SYLD 2.5 34.13 –5.48 .2343 InvscS&PSCQuality XSHQ 1.3 25.00 –3.31 .1333 JPMBetaJapan BBJP 2.6 21.90 –1.49 .5657 WisdomTreeCpBdFd WFIG 2.9 53.95 +0.09 .125 FTNasdaqBk FTXO 3.1 22.69 –4.17 .2245 InvscDWAMom PDP .3 61.48 –7.16 .0472
CambriaSovHiYdBd SOVB 4.8 24.47 –0.57 .1153 iPathS&P500DynVIX XVZ ... 20.12 +1.51 ... JPMBetaUSREIT BBRE 2.2 82.73 –11.84 .6731 WisdomTreeUSHYCpBd WFHY 5.3 50.80 –1.52 .225 FT NasdFood&Bev FTXG 1.4 19.35 –2.43 .0916 InvscDWASCMom DWAS .1 52.27 –6.50 .0629
CambriaTailRiskETF TAIL 1.4 21.46 +1.74 .0908 iPathS&PMLPETN IMLP 9.6 11.79 –2.00 .2843 JPM Beta1-5Y BBSA 2.4 25.84 +0.18 .0452 WisdTrUSSTCpBd SFIG 2.4 51.36 +0.14 .10 FT NasdOil&Gas FTXN 3.6 12.32 –2.44 .0669 InvscDWATechMom PTF ... 77.03 –7.83 ...
CambriaTrinity TRTY 2.7 23.27 –1.49 .0244 iPathBS&P500VIXMid VXZ ... 19.75 +2.58 ... JPMBetaUSEquity BBUS 2.0 54.00 –6.35 .2837 WisdTrUSSTHY SFHY 5.4 49.68 –1.01 .205 FT NasdPharm FTXH .7 20.94 –2.44 .0411 InvscDWAUtilMom PUI 2.1 32.27 –4.98 .1742
CambriaValue VAMO 1.3 18.67 –1.87 .0486 iPathS&P500VIX VXX ... 22.81 +7.91 ... JPMCorePlusBd JCPB 2.7 54.44 +0.49 .0961 WisdTrIntlQualDiv IQDG 2.2 28.73 –2.98 .1568 FT NasdRetail FTXD 1.3 21.89 –2.82 .0648 InvscDivAchvrs PFM 2.1 27.85 –3.66 .1743
DeutX EM Bd EMIH 4.7 22.69 –1.32 .0681 iPathUSTrea10yBr BTYS ... 45.16 –4.18 ... JPMorganDisciplHY JPHY 5.1 50.62 –1.52 .2058 WisdTrJpnMultFd JNMF 3.8 22.72 –2.49 .1878 FT NasdSemicon FTXL 1.0 36.96 –4.49 .1025 InvscIntLowBeta IDLB 4.2 25.24 –2.53 .3175
DeutXHYCorpBdInt HYIH 6.1 21.07 –0.94 .105 iPath5-YearBear DFVS ... 19.34 –4.20 ... JPMGlblBdOpps JPGB 4.7 49.83 –0.92 .1548 WisdTrUSMulti USMF 1.5 29.33 –3.70 .1166 FT NasdaqTrans FTXR 1.6 20.76 –4.02 .086 InvscFTSEUS1500SM PRFZ 1.5 119.10 –16.05 .3714
DeutXInvGradeBdInt IGIH 3.5 22.85 –0.72 .0622 iPathUSTrea5YrBull DFVL ... 79.41 +4.24 ... JPM Municipal JMUB 2.3 55.06 +0.31 .0836 XtrkrsEurozone EURZ 2.9 20.95 –2.41 .1128 FT Nasd100 EW QQEW .5 69.78 –8.21 .1091 InvscGlblWater PIO 1.3 28.86 –3.45 .0614
EventShUSPolicy PLCY ... 22.32 –3.07 ... iPathFlattener FLAT ... 70.97 –0.59 ... JPM UltShtIncm JPST 2.6 50.54 –0.02 .0841 FT RBA AmerInd AIRR .2 25.45 –3.70 .0495 InvscGoldenDragon PGJ .2 40.57 –2.57 .0188
.0522 .0669
FTCboeUSBuffAug FAUG ...
FTCboeUSBuffFeb FFEB ...
29.24
28.40
–2.11
...
...
...
iPathLgBdBear
iPathSteepener STPP
DLBS ...
...
2.79
25.27
–3.21
+0.76
...
...
JPMUltShMuni
LHAMktStUSTact MSUS
JMST 1.6
...
50.56
22.79
–0.04
–2.40 ... NASDAQ FTRisingDivAch RDVY 1.8
FT RiverFrDynAP RFAP 3.2
31.53
47.46
–4.48
–4.09
.1881
.6879
InvscHYEquDivAch PEY
InvscIntlBuyBkAch IPKW
4.4
2.8
16.48
29.59
–2.46
–3.18 .1356
FTCboeUSBuffNov FNOV ... 29.54 –2.45 ... iPath10-yearBear DTYS ... 4.91 –3.57 ... LeggMasonEMLowVol LVHE 4.2 23.36 –1.62 .1392 FT RiverFrDynDev RFDI 3.1 53.00 –5.62 .3857 InvscIntlDivAch PID 4.5 15.18 –1.90 .2087
FTCboeUSDeepAug DAUG ... 29.65 –1.41 ... iPath10-yearBull DTYL ... 92.62 +3.68 ... LeggMasonIntLowVol LVHI 6.0 24.86 –2.57 .1192 AdvShDWAlphaEW DWEQ ... 24.02 –3.33 ... FT RiverFrDynEM RFEM 4.2 58.39 –4.77 1.3439 InvscKBWBank KBWB 2.9 47.02 –8.67 .3678
FTCboeUSDeepFeb DFEB ... 29.22 ... ... iPath2yearBear DTUS ... 27.28 –4.59 ... MainSectorRot SECT .9 27.83 –3.23 .0458 AdvShDW FSM AC DWAW ... 23.88 –2.87 ... FT RiverFrDynEur RFEU 3.5 55.31 –6.59 .2916 InvscKBWHiDvYdFn KBWD 9.6 19.81 –2.89 .164
FTCboeUSDeepNov DNOV ... 29.90 –1.50 ... iPath2yearBull DTUL ... 70.16 +4.67 ... MotleyFool100 TMFC .5 24.09 –2.97 .1256 AdvShDW FSM US DWUS ... 23.95 –3.34 ... FT S&PIntDivArist FID 4.1 16.55 –1.61 .2712 InvscKBWPrEquREIT KBWY 7.2 27.08 –4.92 .1927
FidelityLowDurBd FLDR 2.8 50.96 –0.03 .089 iShAdCurrHdgMSCI DEFA 3.5 26.21 –2.83 .6022 MotleyFoolSCGrw MFMS .0 25.65 –2.28 .3406 AdvShDorseyMc DWMC .1 21.64 –2.83 .0178 FT SMID CapRising SDVY 2.0 18.66 –2.92 .1281 InvscKBWP&CIns KBWP 2.2 64.02 –9.95 .3966
FidelityStkInfl FCPI 2.0 22.97 –3.35 .113 iShIntmGovt/CredBd GVI 2.2 115.54 +1.18 .2087 NuvESGEMEquity NUEM 2.2 24.89 –1.51 .5415 AdvShDorseyShrt DWSH ... 27.50 +3.39 ... FT SSI Strat FCVT 1.6 32.72 –2.44 .04 InvscKBWRegBkg KBWR 3.0 44.17 –7.39 .4231
FidelityTargEM FDEM 2.7 23.13 –1.66 .138 iShBrdUSDHYCpBd USHY 6.2 40.41 –0.99 .2003 NuvESGIntlDev NUDM 3.8 24.24 –2.30 .9217 AdvShViceETF ACT 2.8 22.52 –3.09 .6203 FT SrLoanFd FTSL 4.4 47.00 –0.74 .154 InvscNasdInt PNQI ... 138.83 –14.49 ...
FidelityTargIntl FDEV 3.0 24.34 –2.42 .193 iShConvBond ICVT 1.9 63.15 –4.82 .302 NuvESG LC NULC .8 27.26 –3.89 .2139 AlphaMarkActiveMgd SMCP .7 22.00 –2.87 .1539 FT SC CoreAlpha FYX 1.3 55.35 –8.00 .3025 Invsc1-30LadTrea PLW 1.8 37.69 +1.27 .0535
FTLuntUSFactor FCTR 1.1 20.52 –2.56 .0709 iShCoreMSCIEAFE IEFA 3.6 58.44 –5.66 1.1966 NuvESGLCGrowth NULG .5 40.33 –5.21 .2615 AmplifyOnlineRet IBUY .3 49.08 –6.76 .1494 FT SC GrwthAlpha FYC .4 42.25 –5.64 .1431 InvscQQQI QQQ .8 205.80 –24.47 .4577
FlexShCredScUSLg LKOR 3.5 60.80 +0.19 .1535 iShCurrHdgMSCIEAFE HEFA 3.5 27.88 –3.05 .6163 NuvESGLCValue NULV 1.7 28.98 –3.86 .4814 ArrowCntryRotat DWCR 2.1 25.64 –2.07 .2633 FT SC US Equity RNSC 2.1 19.10 –2.72 .1451 InvscRAFIStDvxUS ISDX 2.6 23.07 –2.50 .1502
FlexMrnUSMktFtrTlt TILT 1.7 113.74 –15.42 .6306 iShCurrHdgMSCIEM HEEM 3.3 24.63 –1.53 .5655 NuvESGMCGrowth NUMG .3 33.16 –3.76 .0961 ArrowInvDWATact DWAT 1.8 10.36 –1.16 .1423 FT SC Value FYT 1.8 30.73 –5.05 .1693 InvscRAFIStrDevSm ISDS 1.9 20.87 –2.68 .1225
FlexSTOXXGlbESGImp ESGG 2.1 98.07 –12.40 .4838 iShIntlSelDividend IDV 5.7 30.15 –3.65 .3834 NuvESGMCValue NUMV 2.8 26.20 –4.06 .7238 ClearBr AC Grw CACG .7 32.30 –4.05 .2581 FT SKoreaAlpha FKO 2.2 17.32 –1.40 .2799 InvscRAFIStratEM ISEM 2.6 23.07 –2.41 .0796
FlexSTOXXUSESGImp ESG 1.7 69.93 –9.84 .346 iShTransportAvg IYT 1.5 168.73 –27.18 .7636 NuvESGSC NUSC 1.0 27.80 –3.67 .2813 ClearBrDivStrat YLDE 1.6 29.71 –3.84 .115 FT StratIncm FDIV 4.2 48.28 –2.79 .17 InvscRAFIStratUS IUS 2.0 24.74 –3.48 .1318
FlexShUSQualLC QLC 2.1 32.91 –4.76 .1582 iShU.S.Industrials IYJ 1.5 152.19 –20.10 .5937 NuvShTermREIT NURE 3.2 27.76 –3.96 .0947 ClearBrLCGrw LRGE .4 35.02 –5.27 .14 FT SwitzAlpha FSZ 2.2 49.10 –5.65 .0909 InvscRAFIStrUSSm IUSS 1.1 21.66 –3.25 .075
FormulaHdgGrwth FFHG .6 24.93 –3.89 .1948 iShUSAerospace&Def ITA 1.7 200.89 –32.96 .5853 PacerIntCashCow100 ICOW 3.6 23.45 –2.65 .204 CSX-LinksCrudeOil USOI 15.5 16.00 –2.58 .1529 FT TCW Opp FIXD 2.6 53.49 +0.67 .09 InvscR1000LoBeta USLB 2.3 31.79 –4.20 .3064
FormulaFolIncm FFTI 3.3 25.40 –0.10 .0505 iShUSHomeConstrn ITB .5 43.41 –6.73 .0551 PacerGlCashCows GCOW 5.1 27.18 –2.82 .4325 CSXLGoldCvETN GLDI 7.7 9.14 –0.22 .0571 FT TacticalHY HYLS 5.2 47.88 –0.65 .19 InvscS&PSCCnsDisc PSCD 1.1 54.35 –10.10 .2573
FormulaFolSmartGrw FFSG 2.3 25.34 –3.33 .2057 iShUSOil&GasExpln IEO 2.5 40.26 –8.00 .3065 PacerTrendEurIndex PTEU ... 24.87 –2.31 ... CSX SilverETN SLVO 8.7 6.43 –0.72 .0618 FT TotalUSMkt TUSA 1.3 31.68 –5.19 .1226 InvscS&PSCCnsStpl PSCC 2.1 66.02 –7.15 .4491
FormulaFolTactGrw FFTG 1.2 25.70 –3.22 .1718 iShUSTelecomm IYZ 2.5 27.99 –2.49 .209 PacerTrendpilot450 PTMC ... 27.13 –3.92 ... DavisFinl DFNL 1.6 22.12 –3.15 .282 FT USEquityDiv RNDV 3.2 21.16 –3.06 .2814 InvscS&PSCEner PSCE .2 4.68 –0.85 .0091
FrankDisrComm BUYZ ... 24.37 ... ... iShESGMSCIUSASC ESML 1.2 25.64 –3.46 .1074 PacerTrendpilot100 PTNQ ... 39.29 –4.46 ... DavisSelectIntlETF DINT 2.8 17.65 –1.59 .49 FT UK Alpha FKU 3.9 34.71 –5.20 .4909 InvscS&PSCFinls PSCF 2.9 49.45 –7.39 .3466
FrankGenAdv HELX ... 24.43 ... ... iShEdgeHYDefBd HYDB 5.8 49.91 –1.20 .2433 PacerTrendpilot750 PTLC ... 30.74 –3.90 ... DavisUSEquity DUSA 1.2 23.82 –3.02 .29 FlexShCredScoreUS SKOR 3.0 53.45 +0.38 .129 InvscS&PSCHlthCr PSCH ... 120.24 –15.74 ...
FrankIntMach IQM ... 24.02 ... ... iShEdgeInvGrEnhBd IGEB 3.5 53.13 –0.09 .1452 PacerUSCashCows100 COWZ 2.2 27.09 –3.55 .1551 DavisWorldwide DWLD 2.4 23.57 –2.20 .57 FlexShDiscDurMBS MBSD 3.3 23.92 +0.21 .0638 InvscS&PSCIndls PSCI .7 61.97 –9.70 .1117
FrankHYCorp FLHY 6.2 25.61 –0.69 .0897 iShEdgeMSCIMinEAFE EFAV 4.5 68.82 –5.78 1.7344 PacerUSSCCash100 CALF 1.6 22.56 –3.77 .135 DorseyWrightETN36 BMLP 9.9 35.17 –6.89 .7795 FlexShRealAsset ASET 3.3 28.18 –3.24 .414 InvscS&PSCInfTech PSCT .2 84.35 –8.96 .0283
FrankIntlAggBd FLIA 2.1 25.52 +0.57 .5181 iShEdgeMSCIMinVlEM EEMV 2.9 53.36 –2.78 .6242 PacerWealthShield PWS 1.9 21.94 –2.83 .0748 FidelityNasdComp ONEQ 1.0 334.00 –38.52 3.142 GlbXAuto&Elc DRIV 1.3 13.64 –1.84 .112 InvscS&PSCMatls PSCM 1.4 38.33 –6.08 .2403
FrankSrLoan FLBL 4.5 24.71 –0.32 .0722 iShEdgeMSCIMinVol ACWV 2.7 90.17 –8.52 1.0235 PointBridgeGOP MAGA 2.5 24.88 –3.83 .628 FT AltAbsRet FAAR 1.0 25.30 –0.19 .2647 GlbXCannabis POTX 3.8 11.42 –2.40 .2149 InvscS&PSCUtil PSCU 2.6 50.56 –6.24 .56
FranklinLib US FLQL 1.9 31.95 –3.75 .248 iShEdgeMSCIMinUSA USMV 2.0 61.27 –7.98 .2869 PremiseCapDivTact TCTL 9.0 29.55 –3.11 .6679 FT APxJapan FPA 4.6 24.37 –2.43 .4929 GlbXCloudComp CLOU .0 16.14 –1.68 .0076 InvscVarRateInvt VRIG 3.1 24.92 –0.15 .0532
FranklinLibUS MC FLQM 1.5 29.87 –3.90 .1744 iShMSCIMinVolUSASC SMMV 1.8 32.31 –3.84 .1166 PrincipalGlbDiv GDVD 3.1 26.42 –3.27 .1993 FT BICK BICK 1.4 24.88 –3.62 .1522 GlbXConsciousCos KRMA 1.6 21.30 –2.84 .1898 InvscWaterRscs PHO .5 35.72 –5.03 .0452
FranklinLibUS SC FLQS 1.6 25.67 –3.67 .1658 iShEdgeMSCIUSAMom MTUM 1.5 120.90 –14.37 .5046 PrincipalSpectPfd PREF 4.6 101.42 –2.08 .425 FT BrazilAlpha FBZ 10.5 14.92 –1.60 1.3076 GlbX Cybersec BUG .3 15.80 –1.82 .0404 iShAsia50ETF AIA 2.4 61.90 –2.62 .4184
Freedom100EM FRDM 1.6 24.04 –2.38 .0914 iShEdgeMSCIUSAQual QUAL 1.8 91.95 –11.78 .4405 ProShGlbListedPrv PEX 8.8 31.03 –3.90 1.4907 FT BuyWrite FTHI 4.7 20.44 –2.38 .08 GlbXDAXGermany DAX 2.8 24.95 –2.97 .003 iSh3-7YTreasuryBd IEI 1.9 130.28 +2.28 .1985
GlbX FdrRunCos BOSS .5 19.55 –2.36 .0697 iShEdgeMSCIUSAVal VLUE 3.0 78.02 –11.26 .6043 ProShHY IntRt HYHG 6.2 62.66 –2.47 .2804 FT CEFIncmOpp FCEF 5.2 20.79 –2.77 .0975 GlbXecomm EBIZ .2 17.22 –2.19 .034 iShBrdUSDInvCpBd USIG 3.2 60.02 +0.15 .1499
GlbXRuss2000Cvr RYLD 11.1 22.48 –3.02 .2387 iShUSFixedIncmBal FIBR 3.2 102.64 –0.10 .2635 ProShInvGrdIntRt IGHG 3.6 73.93 –2.52 .1994 FT CA MuniHi FCAL 2.5 55.06 +0.41 .095 GlbXFinTech FINX ... 30.10 –3.51 ... iShCommodSelStrat COMT 2.7 27.93 –2.71 .8576
GlbXTarget5 TFIV 5.9 23.66 –0.88 .112 iShEmMkCorpBdFd CEMB 4.2 52.00 –0.95 .1811 ProShK1FreeCrude OILK 1.3 16.30 –2.87 .0652 FT CanadaAlpha FCAN 1.2 21.92 –3.08 .0684 GlbXFutAnalytic AIQ .5 17.15 –2.16 .0363 iShCoreMSCITotInt IXUS 3.3 55.74 –5.05 .9775
GlbXTargetPlus2 TFLT 4.8 24.23 –0.49 .087 iShEM HY Bd EMHY 5.9 45.95 –1.94 .2252 ProShLCCorePlus CSM 1.6 69.23 –10.00 .3194 FT CapStrength FTCS 1.4 55.94 –6.78 .2023 GlbXGen&Biotech GNOM ... 14.38 –1.27 ... iShCore1-5YUSDBd ISTB 2.7 51.05 +0.26 .11
GlbXUSInfrDevt PAVE .8 15.58 –2.15 .0537 iShEvolCnStpls IECS 2.5 26.27 –3.17 .2358 ProShDivGrowers EFAD 2.3 36.79 –3.67 .2198 FT ChinaAlphaDEX FCA 4.1 24.77 –1.11 .2411 GlbX Health&Well BFIT .7 18.54 –2.12 .0479 iShCoreS&PUSGrowth IUSG 1.5 64.00 –7.86 .2388
GSAccInflUSDBd GTIP 2.5 54.04 +0.41 .0558 iShEvolUSDisc IEDI 1.2 28.58 –3.89 .2439 ProShMSCIEMDiv EMDV 2.7 52.88 –4.30 .4748 FT CloudComp SKYY .5 59.37 –7.01 .0515 GlbXInternetThings SNSR 1.2 21.69 –2.44 .1843 iShCoreS&PUSValue IUSV 2.5 55.51 –7.69 .3732
GSAccUltShBd GSST 2.4 50.82 +0.08 .0647 iShEvolUSFin IEFN 2.4 22.75 –3.79 .1525 ProShMSCIEurDiv EUDV 2.4 40.96 –4.29 .2448 FT DevIntlEquity RNDM 3.7 46.97 –4.64 .6173 GlbXLongevityThem LNGR .6 22.43 –2.35 .1435 iShCoreTotalUSDBd IUSB 2.9 53.62 +0.38 .1276
GS EW US LC Equity GSEW 1.8 45.79 –6.57 .2225 iShEvolUSHlthcr IEHS .8 28.68 –4.12 .2961 ProShMergerETF MRGR .8 38.58 –0.19 .2162 FT DevMkts FDT 3.2 48.94 –5.02 .6269 GlbXMSCISuperDiv EFAS 6.4 14.53 –1.84 .072 iShCurrHdMSCIGrmny HEWG 2.8 26.33 –3.44 .7257
HartfordCoreBd HCRB ... 40.66 +0.47 ... iShEvolUSInnHlthcr IEIH 1.5 26.27 –2.40 .5821 ProShMornAltSoln ALTS 2.4 36.37 –1.81 .213 FT DevMktsXUS FDTS 2.8 31.73 –4.11 .4799 GlbXMillThematic MILN .4 24.31 –3.23 .0901 iShSelectDividend DVY 3.9 92.16 –13.34 .8915
HartfordLowVolIntl RODE 3.0 24.50 –2.37 .4328 iShEvoUSMedia IEME 1.0 24.31 –3.14 1.0633 ProShPetCare PAWZ .4 42.44 –4.21 .0894 FT DorseyDyn5 FVC 1.1 25.88 –3.27 .0966 GlbXNasd100Cv QYLD 10.8 21.39 –2.35 .2377 iShESGMSCIEAFE ESGD 2.9 62.08 –5.59 .598
HartfordLowVolUS LVUS 2.3 28.73 –3.94 .228 iShEvolUSTech IETC .7 31.84 –3.80 .1095 ProShRuss2000Div SMDV 2.3 53.96 –7.32 .2992 FT DorseyFoc5 FV .6 29.76 –3.54 .083 GlbX Robotics&AI BOTZ .9 20.27 –1.97 .0307 iShESGMSCIEM ESGE 2.2 32.63 –2.27 .6713
HartfordShrtDur HSRT 3.5 41.02 –0.11 .1081 iShExpTechSftwr IGV .1 234.58 –23.70 .0464 ProShRussUSDivGrw TMDV .7 35.92 –5.01 .0664 FT DorseyIntl5 IFV 3.4 18.26 –2.57 .3354 GlbXS&P500Catholic CATH 1.5 36.10 –4.89 .3244 iShESGEMLdrs LDEM ... 47.71 –3.33 ...
InnovLuntLowVol LVHB 1.4 33.69 –4.52 .175 iShMtgRealEstCap REM 8.6 42.24 –5.64 .9281 ProShS&P500Arist NOBL 2.1 67.27 –8.44 .4403 FT DW Momentum DDIV 3.3 23.95 –3.71 .3034 GlbXSocialMedia SOCL ... 32.78 –3.55 ... iShESGMSCIUSA ESGU 1.4 66.05 –8.39 .3056
InnovNasd100Oct NOCT ... 31.68 –1.23 ... iShFctUSGrwStyle STLG ... 22.49 –2.78 ... ProShS&PMC400 REGL 2.2 52.94 –7.49 .3329 FT DW Mom&Low DVOL 1.9 21.21 –2.86 .1935 GlbXSuperDividAlt ALTY 8.6 13.32 –1.65 .0981 iShESGIUSALdrs SUSL 1.2 51.92 –6.53 .2495
InnovNasd100Jan NJAN ... 34.35 –1.51 ... iShFctUSValStyle STLV ... 21.78 –3.37 ... ProShS&PTechDiv TDV .5 38.08 –4.78 .0475 FT DW Mom DVLU 2.0 17.02 –2.92 .0964 GlbXSuperDivdREIT SRET 8.6 13.85 –1.80 .1006 iShESG1-5YCpBd SUSB 2.7 25.77 +0.16 .0658
InnovRuss2000Oct KOCT ... 23.94 –1.53 ... iShFloatingRateBd FLOT 2.7 50.95 –0.14 .0957 ProShShortUSDEmgBd EMSH 3.6 74.11 –0.84 .2257 FT DorseyWright DWPP 1.2 30.31 –4.26 .0992 GlbX ThemGrwth GXTG .6 26.06 –3.07 .0845 iShESGUSDCorpBd SUSC 2.9 27.28 +0.05 .0606
InnovRuss2000Jan KJAN ... 25.09 –1.80 ... iShGlbxUSDHiYdCpBd HYXU 1.2 49.80 –0.77 .6189 ProShTrMgdFut FUT 1.4 38.81 +0.30 .0274 FTDorseyDALI1 DALI .5 19.61 –2.56 .0425 GlbXVideoGames HERO .3 16.75 –1.02 .0278 iShEurDevRealEst IFEU 4.1 38.61 –4.07 .4199
InnovS&P500Buff BJUL ... 26.01 –2.16 ... iShGlbHiCorpBdFd GHYG 4.7 48.39 –1.33 .1702 RealityDIVDivDef DFND .8 31.57 –1.71 .0651 FT DJ IntlInt FDNI 3.2 24.06 –1.99 .3087 GlbXYieldCo&Renew YLCO 3.0 14.41 –1.65 .1101 iShExponentialTech XT 1.6 40.35 –4.20 .3039
InnovS&P500BuffO BOCT ... 24.60 –2.09 ... iShGoldStrategy IAUF ... 54.16 –2.35 ... RealityDIVCONDivGd GARD 1.0 24.88 –3.24 .113 FT MultAsstDiv MDIV 6.8 16.61 –1.61 .1216 HighlandSrLoan SNLN 4.8 16.96 –0.40 .062 iShFallAngelsUSDBd FALN 5.4 26.78 –0.82 .1218
InnovS&P500BuffA BAPR ... 26.12 –2.41 ... iShiBdsDec2028Muni IBMQ 1.5 27.06 +0.15 .0216 RealityDIVCONLdrs LEAD 1.4 36.76 –4.21 .1593 FT NasdTechDiv TDIV 2.5 39.70 –4.78 .3236 IQChaikinUSLC CLRG 2.4 23.46 –3.80 .1633 iShGNMABondETF GNMA 2.5 50.57 +0.21 .1012
InnovS&P500Aug BAUG ... 25.02 –2.01 ... iShiBdsDec25Muni IBMN 1.6 27.67 +0.05 .0282 RevWeightUSLC RVRS 2.1 15.54 –2.26 .3232 FT EM Alphadex FEM 3.8 23.05 –2.51 .0893 IQ Chaikin US SC CSML 1.5 23.58 –3.57 .0657 iShGlbCleanEnergy ICLN 1.3 12.56 –1.55 .0781
InnovS&P500Dec BDEC ... 25.22 –2.31 ... iShiBdsDec24Muni IBMM 1.6 26.78 +0.05 .0312 SPDRDoubleEMFixed EMTL 3.9 51.92 –0.47 .1581 FT EM EquitySel RNEM 3.2 46.85 –3.11 .1025 InvscActMgdETC PDBC 1.6 14.15 –1.22 .2319 iShGlbGreenBd BGRN 3.1 55.34 +0.31 .1669
InnovS&P500Feb BFEB ... 22.91 –2.19 ... iShiBdsDec27Mun IBMP 1.5 26.79 +0.10 .0291 SPDRDoubleShDurTR STOT 2.6 49.99 +0.12 .0944 FT EM LocalCurr FEMB 5.7 36.88 –1.33 .15 InvscBldrSEM50ADR ADRE 1.9 39.69 –2.78 .2559 iShGlbTimber WOOD 2.2 57.43 –7.65 1.1206
InnovS&P500Jan BJAN ... 27.11 –2.73 ... iShiBdsDec26Muni IBMO 1.3 26.62 +0.10 .0269 SabaClosedEndFds CEFS 8.5 19.65 –1.43 .14 FT EM SC Alpha FEMS 5.0 34.35 –3.40 .645 InvscBull2020CpBd BSCK 2.5 21.26 –0.03 .0393 iShiBdsDec28Trea IBTI ... 25.51 ... ...
InnovS&P500BuffJun BJUN ... 26.85 –1.96 ... iShiBdsDec23Muni IBML 1.6 26.03 +0.01 .0327 SaltHitruBetaUS SLT ... 23.98 –3.67 ... FT EnhShtMat FTSM 2.3 60.13 –0.07 .093 InvscBull2028CpBd BSCS 3.3 22.60 +0.01 .0505 iShiBdsDec25Trea IBTF ... 25.33 ... ...
InnovS&P500BuffN BNOV ... 24.92 –2.26 ... iShBds2025TermHY IBHE 6.5 24.75 –0.72 .1213 SaltLowUSMkt LSLT 1.6 26.27 –3.51 .4255 FT EuropeAlpha FEP 2.9 33.63 –4.09 .232 InvscBull2025CpBd BSCP 3.1 21.88 +0.06 .0497 iShiBdsDec24Trea IBTE ... 25.26 ... ...
InnovS&P500JSep BSEP ... 24.57 –1.79 ... iShiBds2024TermHY IBHD 6.2 24.92 –0.52 .1157 SourceDivOpp DVOP ... 21.05 –2.89 ... FTEurozoneAlpha FEUZ 2.2 36.43 –4.36 .1528 InvsBull25HYCpBd BSJP 5.7 24.17 –0.63 .1006 iShiBdsDec29Trea IBTJ ... 25.49 ... ...
InnovS&P500Pwr PJUL ... 25.72 –1.32 ... iShBds2021TermHY IBHA 5.2 24.68 –0.29 .0916 StrategyResRobust ROMO .6 24.18 –2.90 .1519 FT GerAlpha FGM 2.6 38.91 –4.93 .0631 InvscBull2024CpBd BSCO 3.0 21.80 +0.05 .0466 iShiBdsDec21Trea IBTA ... 25.14 ... ...
InnovS&P500PwrF PFEB ... 23.54 –1.40 ... iShBds2023TermHY IBHC 6.3 24.60 –0.48 .1149 3DPrintingETF PRNT .1 19.85 –3.11 .015 FT GlTactCommod FTGC .9 16.68 –1.26 .1538 InvsBull24HYCpBd BSJO 5.2 24.88 –0.64 .0925 iShiBdsDec27Trea IBTH ... 25.29 ... ...
Nasdaq Issues
35.00 22.68 VarexImaging VREX ... 73 23.22 –1.88 ... 9.76 2.12 ViewRay VRAY ... dd 2.87 –0.50 ... 14.77 0.21 Waitr WTRH ... dd .36 –0.03 ... 78.25 52.58 WintrustFin WTFC 2.1 9 53.41 –10.43 .28 8.67 1.77 YRC Worldwide YRCW ... dd 2.12 –0.15 ...
93.24 57.02 VaronisSystems VRNS ... dd 80.22 –8.78 ... 11.03 5.78 VikingTherap VKTX ... dd 5.92 –1.01 ... 71.18 44.61 WalgreensBoots WBA 4.0 11 45.76 –5.69 .4575 8.04 3.66 WisdomTreeInvs WETF 3.0 37 4.06 –1.01 .03 48.95 28.91 Yandex YNDX ... 69 40.61 –3.93 ...
1.90 0.93 VascularBiogenics VBLT ... dd 1.49 +0.04 ... 32.20 20.07 VillageSuper A VLGEA 4.9 13 20.55 –2.11 .25 6.24 2.45 WandaSports WSG ... ... 3.74 –0.86 ... 156.40 104.61 Wix.com WIX ... dd 134.03 –3.28 ... 6.89 3.66 YintechInvt YIN ... dd 6.20 +0.10 ...
19.21 8.98 VeecoInstr VECO ... dd 13.39 –1.60 ... 15.84 6.17 ViomiTech VIOT ... 12 6.26 –1.04 ... 38.26 27.82 WashingtonFederal WAFD 2.9 11 29.99 –4.62 .22 129.06 90.51 Woodward WWD 1.1 25 103.20 –16.96 .28 49.85 32.29 YorkWater YORW 1.7 37 42.29 –6.43 .1802
23.25 2.63 VenusConcept VERO ... dd 6.37 –1.81 ... 34.93 17.01 ViperEnergyPtrs VNOM 10.1 22 17.83 –4.89 .45 54.96 41.34 WashTrBcp WASH 4.8 11 42.92 –5.68 .51 226.83 151.06 Workday WDAY ... dd 173.25 –10.61 ... 18.20 3.80 Yunji YJ ... ... 4.15 –0.05 ...
14.51 7.86 VeraBradley VRA ... 24 8.26 –0.97 ... 75.00 11.65 VirBiotech VIR ... ... 46.50 +30.24 ... 19.48 15.55 WaterstoneFinl WSBF 2.9 12 16.63 –1.27 .50 175.78 71.08 WorldAcceptance WRLD ... 16 78.10 –6.50 ... 12.40 5.26 ZAGG ZAGG ... 53 6.72 –1.69 ...
31.18 18.55 Veracyte VCYT ... dd 24.69 –0.55 ... 5.00 3.30 VircoMfg VIRC ... cc 3.84 –0.15 ... 28.99 18.75 Watford WTRE ... 12 22.83 –1.21 ... 32.86 19.04 WrightMedical WMGI ... dd 30.25 –0.16 ... 7.25 2.68 Ziopharm ZIOP ... dd 3.09 –0.21 ...
3.66 0.83 Verastem VSTM ... dd 2.79 +0.61 ... 25.76 14.94 VirtuFinancial VIRT 5.1 dd 18.81 +0.52 .24 18.29 10.98 WaysideTech WSTG 4.3 11 15.95 –1.57 .17 153.41 102.03 WynnResorts WYNN 3.7 94 107.98 –19.97 1.00 4.87 0.62 Zafgen ZFGN ... dd 1.14 –0.13 ...
63.94 42.24 VerintSystems VRNT ... 72 54.88 –4.12 ... 141.79 87.88 VirtusInvtPtrs VRTS 2.4 10 110.40 –24.18 .67 74.37 34.26 Weibo WB ... 17 42.14 –1.14 ... 63.95 23.42 ZaiLab ZLAB ... dd 54.97 –4.15 ...
221.78
171.73
173.84
125.10
VeriSign
VeriskAnalytics
VRSN
VRSK
...
.7
37
57
189.75
155.11
–16.37
–13.58
...
.27
57.00
105.99
31.99
44.04
Virtusa
Visteon
VRTU
VC
...
...
46
26
44.11
65.04
–4.58
–11.01
...
...
24.04
40.03
16.25
27.27
Wendy's
WernerEnterprises
WEN
WERN
2.5
1.1
32
14
18.88
33.60
–5.06
–4.30
.12
.09
XYZ 44.60
260.40
14.52
166.15
ZealandPharma
ZebraTech
ZEAL
ZBRA
...
...
dd
21
35.77
210.97
–4.71 ...
–27.42 ...
29.41 22.30 Veritex VBTX 2.8 14 24.07 –4.14 .17 4.93 1.75 Vivus VVUS ... dd 1.81 –0.63 ... 42.80 29.79 WesBanco WSBC 4.1 11 30.61 –4.06 .31 66.96 28.12 Zillow A ZG ... dd 55.67 –9.92 ...
21.72 15.53 Vodafone VOD 5.4 dd 17.50 –2.56 .4962 28.85 11.58 XOMA XOMA ... dd 24.30 –3.36 ...
9.98 2.10 Veritone VERI ... dd 2.68 –0.62 ... 13.75 7.01 Vonage VG ... dd 8.96 –1.03 ... 25.93 19.44 WestBancorp WTBA 4.1 12 20.45 –2.05 .21 43.52 32.10 XP XP ... 91 34.65 –7.68 ... 66.68 28.47 Zillow C Z ... dd 55.81 –9.19 ...
12.89 3.65 VeronaPharma VRNA ... dd 5.75 –1.04 ... 28.79 10.13 VoyagerTherap VYGR ... dd 10.90 –1.83 ... 69.08 57.05 WestamericaBncp WABC 2.8 19 57.82 –7.19 .41 26.40 6.76 XBiotech XBIT ... dd 12.26 –1.81 ... 52.48 39.10 ZionsBancorp ZION 3.4 10 39.95 –5.48 .34
18.67 6.84 VerricaPharm VRCA ... dd 11.87 –2.63 ... 72.00 35.61 WesternDigital WDC 3.6 dd 55.56 –11.42 .50 3.50 1.15 XcelBrands XELB ... 16 1.34 –0.13 ... 19.98 4.00 ZionsBancorpWt ZIONW ... ... 6.82 –5.93 ...
249.85 163.68 VertxPharm VRTX ... 50 224.03 –22.26 ... 10.15 8.50 WestNewEngBncp WNEB 2.3 18 8.84 –0.60 .05 72.14 –8.50 .43 11.15 6.25 Zix ZIXI ... dd 7.88 –1.04 ...
53.68 27.64 ViacomCBS A VIACA 3.2 5 30.00 –2.80 .24 W 3.39 1.21 WestportFuelSys WPRT ... dd 1.86 –0.59 ... 46.33
54.29
27.75
XcelEnergy
Xencor
XEL
XNCR
2.8
...
24
74
62.32
32.49 –2.68 ... 57.22 18.27 Zogenix ZGNX ... dd 25.08 –5.08 ...
53.71 23.07 ViacomCBS B VIAC 3.9 4 24.61 –3.65 .24 34.44 21.71 WeycoGroup WEYS 4.4 10 21.94 –0.92 .24 18.45 7.88 XenonPharms XENE ... dd 14.42 –1.87 ... 121.93 59.94 ZoomVideo ZM ... cc 105.00 +3.24 ...
97.31 52.98 ViaSat VSAT ... cc 57.50 +1.83 ... 48.64 6.89 WAVE LifeSci WVE ... dd 8.44 –0.45 ... 40.70 26.39 Willdan WLDN ... cc 30.75 –6.74 ... 12.98 3.43 XerisPharm XERS ... dd 3.56 –0.82 ... 10.53 1.33 Zovio ZVO ... dd 1.57 –0.33 ...
16.35 11.77 ViaviSolutions VIAV ... 74 13.19 –0.99 ... 199.48 153.91 WD-40 WDFC 1.6 44 172.49 –13.67 .67 74.46 37.02 WillisLease WLFC ... 4 56.70 –2.85 ... 141.60 76.52 Xilinx XLNX 1.8 24 83.49 –4.23 .37 89.54 40.05 Zscaler ZS ... dd 51.99 –2.52 ...
57.86 26.50 Vicor VICR ... cc 43.24 –4.81 ... 46.05 33.68 WSFS Financial WSFS 1.4 12 34.46 –6.43 .12 220.97 166.13 WillisTowers WLTW 1.4 24 189.25 –19.19 .68 25.84 14.80 Xperi XPER 4.7 dd 17.19 –2.23 .20 35.68 18.38 Zumiez ZUMZ ... 11 26.53 –4.89 ...
24.83 12.17 VictoryCapital VCTR 1.0 16 19.77 –3.19 .05 18.00 14.76 WVS Financial WVFC 2.4 10 16.35 –0.44 .10 107.43 63.85 Wingstop WING .5 cc 84.45 –15.22 .11 7.20 1.87 Xunlei XNET ... dd 4.35 +0.01 ... 16.47 3.75 ZynerbaPharma ZYNE ... dd 4.26 –0.66 ...
48.00 18.20 VielaBio VIE ... ... 43.64 –0.82 ... 47.19 16.71 WW Intl WW ... 17 30.00 –7.64 ... 215.00 158.30 Winmark WINA .5 25 200.00 –7.77 .25 36.29 19.03 Y-mAbsTherap YMAB ... dd 29.42 –3.78 ... 7.29 4.99 Zynga ZNGA ... cc 6.71 –0.42 ...
iShiBdsDec26Trea IBTG ... 25.33 ... ... WisdTrNegHYBd HYND 6.2 17.08 –1.03 .08 DirexAllCapIns KNOW 2.9 34.15 –5.23 .3189 ERNonUSSC ERSX 1.8 15.30 –1.88 .2688 GlbXMSCIChinaCm CHIC .5 23.96 –1.36 .0499 InvscDynLCGrw PWB .6 48.39 –5.86 .0464
iSh$HYxOil&Gas HYXE 5.3 51.85 –0.98 .21 WisdTrNegDurUS AGND 3.0 39.66 –1.03 .085 DirexAuspiceBroad COM 1.2 22.08 –0.96 .0685 EthoClimateLeader ETHO .9 39.10 –5.26 .12 GlXMSCIChinaCnsDisc CHIQ 1.1 17.81 –1.01 .0514 InvscDynLCValue PWV 2.6 35.98 –5.24 .2399
iShIndia50ETF INDY .6 35.14 –2.70 .2251 WisdTrUSQltyDiv DGRW 2.4 43.56 –5.45 .085 DirexAeroBl3 DFEN .7 41.12 –24.97 .023 FIEnhEurope50ETN FIEE ... 142.78 –39.17 ... GlbXMSCIChCS CHIS 1.1 20.75 –0.87 .601 InvscDynLeisure PEJ .5 36.40 –7.29 .0715
iShIntermCorpBd IGIB 3.3 59.78 +0.38 .1598 WisdTrUSSCQltyDiv DGRS 2.9 32.41 –4.83 .04 DirexBrazilBull3X BRZU 1.9 19.49 –7.36 .1966 FidelityCorpBd FCOR 3.0 54.84 +0.09 .128 GlbXMSCIChinaEner CHIE 5.2 9.13 –0.77 .2881 InvscDynMarket PWC 1.1 89.36 –12.34 .3448
iShIntlDevRealEst IFGL 8.3 27.79 –2.71 .5785 DirexCSIChinaInt CWEB .6 27.79 –2.77 .0959 FidelityDivRising FDRR 3.2 31.63 –4.27 .09 GlbXMSCIChinaFinl CHIX 4.3 14.75 –0.72 .4514 InvscDynMedia PBS .5 30.73 –4.40 .0872
iShIntlTreasuryBd IGOV .2
iShJPMUSDEmgBd EMB 4.5
50.67
114.12
+0.97
–2.89
.1219
.411 NYSE DirexCSI300CnA CHAD 3.4
DirexCSI300CnABl2 CHAU .6
28.29
22.23
+0.83
–1.39
.4634
.053
FidelityHiDiv FDVV 4.4
FidelityHYFactor FDHY 4.6
28.98
53.12
–4.21
–0.70
.251
.175
GlbXMSCIChinaHC CHIH .4
GlbXMSCIChinaIndls CHII 2.2
18.66
12.74
–0.91
–0.76
.1088
.1154
InvscDynNetwkg PXQ
InvscDynOil&GasSv PXJ
.5
.5
55.43
3.72
–7.24
–0.61
.0238
.0184
iShMBSETF MBB 2.7 109.50 +0.46 .0561 DirexCommSvsBr3 MUTE 1.7 14.53 +3.81 .0299 FidelityIntlHiDiv FIDI 4.8 19.25 –1.83 .118 GlbXMSCIChinaIT CHIK .7 21.65 –1.21 .2209 InvscDynPharm PJP .9 58.34 –6.49 .1619
iShMSCI ACWI ACWI 2.5 72.26 –8.10 .9431 BarclyiPathBCarbon GRN ... 47.01 –3.91 ... DirexCommSvsBl3 TAWK .2 33.05 –12.38 .0337 FidelityIntlValue FIVA 4.1 20.10 –2.21 .077 GlbXMSCIChLC50 CHIL 1.9 28.27 –1.14 .2183 InvscDynSemicon PSI .6 62.70 –7.36 .0978
iShMSCIACWIxUS ACWX 3.4 44.28 –3.90 .7939 GuggCreditAlloc GGM 11.2 19.42 –1.07 .1813 DirexCnsDiscBr3 PASS 2.3 16.79 +4.90 .0193 FidelityLtdTermBd FLTB 2.6 51.71 +0.20 .087 GlbXMSCIChinaMatls CHIM 4.0 16.21 –0.45 .4036 InvscDynSoftware PSJ .1 95.23 –9.14 .051
iShMSCIACxJpn AAXJ 2.0 68.34 –3.13 .4112 NETLeaseCpRlEst NETL 3.2 26.36 –3.73 .3027 DirexCnsDiscBl3 WANT .8 26.97 –12.11 .0491 FidelityLowVol FDLO 1.7 36.07 –4.29 .162 GlbXMSCIChRlEst CHIR 3.9 17.60 –0.59 .2624 InvscEMSovDebt PCY 4.9 29.21 –1.09 .1215
iShMSCIBrazilSC EWZS 2.1 17.83 –2.71 .1496 NuvShrtDurCrOppFd JSD 7.7 14.17 –1.35 .0915 DirexCnsStplBr3X LACK 2.4 19.44 +5.49 .0226 FidelityCommSvs FCOM .9 33.95 –3.60 .081 GlbXMSCIChUtil CHIU 2.4 13.85 –0.96 .1231 InvscFinlPfd PGF 5.2 18.26 –0.72 .0811
iShMSCIChina MCHI 1.5 62.13 –2.18 .5744 DirexCnsStplBl3X NEED 1.9 25.64 –11.13 .6556 FidelityMSCICnDisc FDIS 1.2 45.23 –6.14 .139 GlbXMSCIColombia GXG 3.6 8.42 –1.06 .1462 InvscFTSEDvMktxUS PXF 4.0 37.50 –3.84 .1892
FidelityMSCICnStpl FSTA 2.7 34.64 –3.99 .25 InvscDevMktxUSSM PDN 3.0 27.95 –2.70 .2058
NYSE ARCA
iShMSCI EAFE SC SCZ 4.0 54.56 –5.94 .9324 DirexDevMktBear3 DPK 1.7 13.39 +3.05 .0298 GlbX MSCIGreece GREK 3.1 7.45 –1.58 .1856
iShMSCI EM Asia EEMA 2.0 65.24 –3.70 .3074 DirexDevMktBl3 DZK 2.0 51.55 –17.37 .383 FidelityMSCIEn FENY 8.5 12.07 –2.17 .59 GlbXMSCINextEm EMFM 3.2 17.82 –1.43 .241 InvscFTSERAFIEM PXH 3.8 19.41 –1.54 .1106
iShMSCIEMxChina EMXC 2.6 44.80 –3.99 1.4264 DirexDJBear3X WEBS .4 23.92 +7.16 .0254 FidelityMSCIFinls FNCL 2.5 38.46 –6.06 .23 GlbXMSCINigeria NGE 7.3 11.50 –1.50 .7601 InvscFTSEUS1000 PRF 2.2 112.26 –15.77 .7618
iShMSCIEuropeFinls EUFN 5.2 16.95 –2.19 .1824 AAM LowDurPfd PFLD 7.0 24.45 –0.84 .08 DirexDJBull3X WEBL .3 25.93 –9.92 .0176 FidelityMSCIHlthCr FHLC 1.3 45.49 –5.26 .093 GlbX MSCINorway NORW 4.2 10.57 –1.31 .3641 InvscFundHYCpBd PHB 4.1 18.88 –0.46 .0606
iShMSCIEuropeSmCp IEUS 4.5 49.61 –5.78 .5741 AAMS&PDevMk DMDV 7.3 22.55 –2.48 .10 DirexEM Bear3 EDZ 1.3 43.51 +7.28 .0825 FidelityMSCIIndls FIDU 1.9 38.12 –5.11 .025 GlbXMSCIPakistan PAK 4.1 6.73 –0.70 .1358 InvscFundInvCpBd PFIG 2.8 26.71 +0.05 .0605
iShMSCIGlblGoldMin RING .9 21.81 –3.74 .0541 AAMS&PEMHiDivVal EEMD 6.8 19.57 –1.50 .2369 DirexEM Bull3 EDC 1.4 64.18 –14.35 .0429 FidelityMSCIIT FTEC 1.1 69.75 –8.56 .191 GlbXMSCIPortugal PGAL 3.8 10.09 –1.15 .3125 InvscGlbClnEner PBD 1.8 14.65 –2.09 .1177
iShMSCIGlbImpact SDG 1.4 63.92 –6.62 .5452 AAMS&P500HiDivV SPDV 4.3 23.44 –3.71 .1157 DirexEnergyBr3 ERY .7 82.85 +30.56 .1296 FidelityMSCIMatls FMAT 2.2 29.20 –4.26 .168 GlbXISuperDivEM SDEM 7.7 11.84 –1.15 .0815 InvscGlblPrvEqu PSP 6.5 11.53 –1.50 .2204
iShMSCIJapanEW EWJE 3.6 31.12 –2.88 .6495 AIPoweredEquity AIEQ .6 26.43 –3.40 .01 DirexEnergyBl3 ERX 3.7 7.31 –5.18 .0712 FidelityRealEst FREL 3.5 26.20 –3.68 .202 GlbXS&P500Cv HSPX 6.4 45.89 –5.96 .26 InvscGlbShrtHYBd PGHY 5.4 22.47 –0.35 .1024
iShMSCIJapanVal EWJV 4.8 22.97 –1.69 .655 AIPwrdIntlEqu AIIQ ... 24.06 –2.89 ... DirexEuroFinBll2 EUFL 4.0 23.44 –6.95 .0098 FidelityMSCIUtils FUTY 3.0 40.34 –5.45 .314 GlbXS&P500QualDiv QDIV 3.4 22.69 –3.49 .071 InvscIndia PIN .2 18.32 –1.30 5.4829
iShMSCINewZealand ENZL 3.7 52.87 –4.62 1.1772 ALPSEmgDivDogs EDOG 5.6 19.12 –1.83 .1723 DirexChinaBr3 YANG 1.3 45.78 +3.78 .0955 FidelityMomFactor FDMO 1.3 34.51 –4.32 .016 GlbXSciBetaAsiaXJ SCIX 5.2 21.60 –1.95 .6668 InvscIntlCpBd PICB 1.4 26.81 –0.18 .0305
iShMSCIQatar QAT 4.0 15.87 –1.18 .6348 ALPS EqSecWgh EQL 2.2 72.03 –10.11 .361 DirexChinaBl3 YINN 1.8 17.14 –1.89 .1221 FidelityQualFactor FQAL 1.7 35.17 –3.93 .139 GlbXSciBetaEurope SCID 3.1 23.58 –2.62 .5396 InvscInvGradeDef IIGD 2.4 26.73 +0.12 .0451
iShMSCITurkeyETF TUR 3.8 23.65 –3.15 .5918 ALPSIntlDivDogs IDOG 6.2 23.93 –2.36 .5014 DirexFTSEEurBull3x EURL 1.7 23.64 –9.16 .0857 FidelitySmalMid FSMD 1.5 23.88 –3.22 .097 GlbXSciBetaJapan SCIJ 3.6 24.50 –1.76 .656 InvscInvGradeValue IIGV 2.9 27.88 +0.14 .058
iShMSCIUAE UAE 3.9 12.18 –0.71 .4759 ALPSMedBreak SBIO .0 38.49 –3.72 .0159 DirexFinlBear3 FAZ 1.2 36.79 +11.98 .1374 FidelityTotalBdETF FBND 2.8 52.98 +0.15 .108 GlbXSciBetaUS SCIU 1.9 32.07 –4.19 .3397 InvscMSCIGlbTimb CUT 3.1 24.64 –3.11 .771
iShMornMCValue JKI 2.9 142.35 –24.61 1.0219 ALPSREITDivDogs RDOG 3.5 43.48 –7.05 .5113 DirexFinlBull3 FAS .9 67.36 –36.70 .1513 FidelityValFactor FVAL 2.0 33.91 –4.64 .166 GlbXSilverMiners SIL 1.9 27.23 –5.88 .4091 InvscNatAMTFrMuni PZA 2.7 27.27 +0.14 .0581
iShNasdaqBiotech IBB .2 113.88 –9.20 .0578 ALPSSectorDivDogs SDOG 3.9 40.43 –5.79 .4196 DirexGoldMinBr3 DUST 2.0 7.10 +2.41 .0315 FieldUVAUnconMed FFIU 2.8 26.07 ... .0547 GlblXSuperDividend SDIV 10.1 15.20 –1.96 .1222 InvscNYAMTFrMuni PZT 2.6 26.22 +0.27 .0547
iSh13YearIntlTBd ISHG ... 78.25 +1.40 ... ARKInnovationETF ARKK .0 52.84 –5.77 .1906 DirexGoldMinBl3 NUGT .9 23.10 –15.28 .1419 FinSelSectorSPDR XLF ... 26.59 –4.18 ... GlbXSuperDivUS DIV 9.0 20.45 –2.75 .1565 InvscPreferred PGX 5.7 14.44 –0.71 .0609
iShPHLXSemicond SOXX 1.3 231.79 –25.14 .8615 ARK NextGen ARKW ... 63.13 –6.79 ... DirexHlthcrBull3 CURE .5 53.86 –22.11 ... FTActiveFactorLC AFLG .9 18.39 –2.59 .04 GlbXSuperIncPfd SPFF 6.2 11.28 –0.61 .0565 InvscRayJamesSB1 RYJ ... 41.06 –5.81 ...
iShPfd&Incm PFF 5.5 36.30 –1.75 .155 AberdStdBlAllCm BCD 1.8 21.76 –1.46 .3805 DirexHmbldrBull3 NAIL .2 61.15 –35.23 .0197 FTActiveFactorMC AFMC 1.3 18.03 –2.88 .06 GlbX US Pfd PFFD 5.7 24.15 –1.37 .1135 InvscRuss1000EW EQAL 1.8 30.18 –4.17 .1925
iShRuss1000PureUS AMCA 2.7 27.20 –4.23 .2411 AberdStdBlACStr BCI 1.7 20.01 –1.37 .3344 DirexIndlsBl3 DUSL 1.5 25.52 –13.69 .0753 FTActiveFactorSC AFSM 1.5 17.78 –2.86 .065 GlbX Uranium URA 1.9 9.70 –0.96 .1037 InvscS&PEMLowVol EELV 3.5 21.27 –1.15 .3314
iShS&PSC600Growth IJT 1.0 173.09 –23.61 .5433 AberdStdPhysGold SGOL ... 15.18 –0.65 ... DirexJapanBl3 JPNL 1.2 44.22 –10.90 .0083 FT AustrAlpha FAUS 7.1 26.71 –4.19 1.0054 GSAccessHYCorpBd GHYB 5.2 48.85 –1.17 .205 InvscS&PEMMom EEMO 2.4 15.46 –1.56 .0591
iShS&P EM Infra EMIF 2.5 26.03 –3.16 .4142 AberdStdPhysPall PALL ... 241.11 –14.75 ... DirexJrGoldMinBr3 JDST 2.3 13.33 +5.73 .027 FT ConsDscAlpDx FXD 1.1 39.15 –6.05 .1233 GSAccessIGCpBd GIGB 3.1 54.10 +0.17 .1437 InvscS&P500BuyWr PBP 1.7 19.71 –2.28 .9603
iShGlobalInfra IGF 3.6 44.14 –5.47 .7869 AberdStdPhysPlat PPLT ... 81.14 –10.87 ... DirexJrGoldMinBl3 JNUG .8 46.74 –48.79 .2217 FT ConsStaples FXG 1.9 43.50 –5.09 .2577 GSTreasury0-1Y GBIL 2.0 100.51 +0.14 .2567 InvscS&P500Down PHDG 1.8 27.91 –0.88 .1176
iShShortCpBd IGSB 3.0 54.39 +0.30 .1335 AberdStdPhyPrMt GLTR ... 80.00 –5.05 ... DirexLatinAmBl3 LBJ 1.5 12.07 –4.75 .0215 FT DJ GlbSelDiv FGD 5.9 21.89 –2.79 .3039 GSActiveBetaEM GEM 3.5 31.01 –2.23 .3194 InvscS&P500EnhVal SPVU 2.7 31.83 –5.59 .2449
iShShortTreaBd SHV 2.1 110.71 +0.15 .1698 AberdStdPhySilv SIVR ... 16.07 –1.84 ... DirexIndiaBull3 INDL .9 51.62 –13.61 .0145 FT DJ Internet FDN ... 137.40 –14.58 ... GSActiveBetaEurope GSEU 4.1 28.18 –3.18 .1681 InvscS&P500EWCm EWCO 1.6 23.86 –3.11 .0787
iSh1-3YTreasuryBd SHY 2.1 85.73 +0.70 .1349 AbsoluteCrStrat ABEQ ... 22.81 –2.28 ... DirexMexicoBl3 MEXX 2.1 8.84 –3.57 .0399 FT Dow30EW EDOW 2.1 22.88 –3.23 .1388 GSActiveBetaIntlEq GSIE 3.1 26.94 –2.87 .1005 InvsS&P500EWCD RCD 1.8 96.08 –13.46 .5004
iSh7-10YTreasuryBd IEF 1.9 117.26 +3.01 .1533 AcquirersFund ZIG ... 23.90 –2.87 ... DirexMcBear3 MIDZ 1.2 58.64 +19.21 .084 FTEIPCarbonImpact ECLN 2.9 20.44 –2.22 .15 GSActiveBetaJapan GSJY 3.1 29.61 –2.08 .6704 InvscS&P500CnStp RHS 2.3 132.08 –15.71 .802
iSh20+YTreasuryBd TLT 2.0 155.31 +7.27 .242 AdvShCornerSC SCAP .2 32.07 –4.35 .0493 DirexMcBull3 MIDU 1.1 32.95 –17.46 .1813 FT EnergyAlpDx FXN 2.2 7.19 –1.59 .0423 GSActiveBetaUSLC GSLC 1.7 59.99 –7.44 .2825 InvscS&P500EWEner RYE 2.9 35.84 –7.11 .2169
iSh0-5YInvGrdCpBd SLQD 2.6 51.58 +0.17 .1182 AdvShDorseyADR AADR .6 49.38 –7.33 .0085 DirexNatGasBr3 GASX .2 138.32 +54.05 .036 FT EqCompRiskMgr ERM 2.3 19.29 –2.81 .1397 GS Active US SC GSSC 1.4 41.65 –5.91 .1959 InvscS&P500EW RSP 1.9 103.47 –14.10 .4693
JanusSCGrwAlpha JSML .3 42.18 –5.22 .0391 AdvShDbLineVal DBLV ... 66.87 –9.01 ... DirexNatGasBl3 GASL 2.2 2.22 –1.93 .0479 FT EqCompTactical TERM 2.1 16.83 –2.47 .1171 GSHedgeIndVIP GVIP .8 60.77 –8.19 .0079 InvscS&P500EWFin RYF 2.1 40.94 –6.53 .2183
JanusS/MC GrwAlph JSMD .3 44.14 –5.42 .0264 AdvShFocusedEqu CWS .4 34.00 –4.51 .1464 DirexPharmBl3X PILL .5 17.84 –7.98 .0003 FT DJ SelMicro FDM 1.6 43.13 –5.86 .1473 GS JUST US LC JUST 2.0 42.34 –5.81 .1944 InvscS&P500EWHC RYH .6 204.46 –23.89 .3207
LeggMasonGlbInfr INFR 3.3 30.00 –3.59 .1929 AdvShFolioBey FWDB 4.2 26.58 –0.64 .0435 DirexRealEstBr3 DRV 1.5 30.40 +9.31 .0327 FT FTSE DevRE FFR 5.4 44.93 –5.32 1.6227 GS MotifData GDAT .6 54.79 –6.64 .088 InvscS&P500Ind RGI 1.5 121.45 –17.79 .4441
LeggMasonLVHD LVHD 3.7 30.47 –4.03 .011 AdvShNewfleet MINC 2.8 48.89 +0.07 .0993 DirexRealEstBl3 DRN 1.5 23.74 –12.08 .1484 FT FinlsAlpDx FXO 2.0 29.40 –4.69 .2398 GS MotifFin GFIN 1.0 57.25 –7.11 .2448 InvscS&P500EWMat RTM 2.1 98.22 –14.56 .5669
LeggMasonSCQualVal SQLV 1.4 23.59 –3.42 .108 AdvShPureCannab YOLO 9.6 9.70 –1.62 .0742 DirexRgBanksBear3X WDRW 1.4 33.52 +12.66 .014 FT GlbEngg FLM 2.1 44.81 –4.85 .1651 GS MotifHumanEv GDNA .4 52.48 –5.21 .0211 InvscS&P500RlEst EWRE 2.7 29.26 –4.24 .2429
LoncarCancerETF CNCR ... 21.65 –0.85 ... AdvShRangerEqBear HDGE .2 5.67 +0.53 .0116 DirexRgBanksBull3X DPST 2.5 27.16 –17.51 .1473 FT GlbWindEner FAN 2.5 14.34 –1.28 .1034 GS MotifMfg GMAN 1.4 53.28 –7.03 .1322 InvscS&P500EWTech RYT 1.0 183.72 –22.50 .4835
LoncarChinaBio CHNA .2 25.21 –1.19 .0402 AdvShStrGlbBW VEGA .5 31.93 –2.78 .151 DirexRetailBull3 RETL 1.4 18.35 –8.97 .0055 FT HlthCareAlpha FXH ... 79.23 –9.17 ... GS MotifNewAge GBUY .5 54.57 –5.62 .1266 InvscS&P500EWUtil RYU 2.7 100.44 –13.88 .6354
LongTermCareETF OLD 2.3 28.35 –4.18 .1411 AdvShSageCore HOLD 2.3 99.75 –0.34 .1618 DirexRobAI3X UBOT .7 9.88 –3.51 .0146 FTHorizonMgdVolDev HDMV 4.0 30.87 –2.71 .4265 GraniteBloomComm COMB 1.7 21.41 –1.41 .3586 InvscS&P500xRt XRLV 1.9 37.26 –5.02 .0711
Merlyn.AITactGrw SNUG ... 24.31 ... ... AGFiQ DynHdgUS USHG 1.2 25.81 –2.40 .0742 DirexRussiaBr3 RUSS 1.4 10.05 +3.34 .0185 FTHorizonMgdVolDom HUSV 1.5 25.70 –3.38 .1162 GraniteGold BAR ... 15.72 –0.64 ... InvscS&P500GARP SPGP 1.0 55.85 –8.04 .1683
NasdaqNexEcon BLCN 1.5 24.07 –2.59 .0771 AGFiQ GlbInfr GLIF 3.9 25.13 –3.01 .2885 DirexRussiaBl3 RUSL 2.2 41.70 –24.54 .0617 FT Chindia FNI .4 37.27 –3.09 .0272 GraniteHIPSUSHiInc HIPS 8.5 15.20 –1.94 .1075 InvscS&P500HiBeta SPHB 1.4 40.62 –6.12 .1776
Nasdaq7HANDL HNDL 4.2 23.63 –1.25 .1433 AGFiQHdgDivIncm DIVA 3.7 22.71 –1.36 .2858 DirexS&P500Br3 SPXS 1.4 16.63 +4.75 .0368 FT IndlsAlpDx FXR .8 39.22 –5.94 .112 GranitePlatinum PLTM ... 8.53 –1.16 ... InvscS&P500HiDiv SPHD 4.8 37.98 –5.29 .1578
ObesityETF SLIM .6 38.10 –4.27 .0518 AGFiQ US NeutAB BTAL .8 23.51 +0.46 .1958 DirexS&P500Bl3 SPXL 1.1 50.26 –22.25 .2623 FTInstPfdSecs FPEI 5.1 19.57 –0.81 .0742 GraniteXOUTUSLC XOUT ... 26.01 –3.42 ... InvscS&P500LowVol SPLV 2.3 54.16 –7.38 .118
OrganicsETF ORG 3.0 19.86 –2.89 .1751 AGFiQ US NeutrMom MOM ... 25.50 +0.34 ... DirexS&P500Bull2X SPUU 1.8 55.75 –15.11 .4848 FT LgDurOpps LGOV 2.7 29.21 +1.00 .11 HCM Def500 LGH .2 25.23 –3.98 .048 InvscS&P500Mom SPMO 1.5 39.59 –5.05 .1856
PacerCashCows HERD 2.6 22.48 –3.06 .1371 AGFiQ US NeutrVal CHEP 2.4 18.47 –0.47 .4434 DirexS&PBiotechBr3 LABD 1.5 14.06 +2.83 .0139 FT Long/Short FTLS .9 40.14 –3.70 .047 HCM Def100 QQH .0 27.55 –4.16 .0619 InvscS&P500PrGrw RPG .9 119.11 –13.66 .274
PacerEMCashCows ECOW 12.6 21.70 –2.56 1.4368 AlerianEnergyInfr ENFR 7.1 17.48 –2.55 .2876 DirexS&PBiotechBl3 LABU .4 45.33 –14.24 .0053 FT MgdFutures FMF 1.1 42.25 –1.10 .4493 HartfordMultiDvxUS RODM 3.2 26.28 –2.61 .4785 InvscS&P500PrVal RPV 2.8 56.65 –10.35 .4151
PrincipalContVal PVAL 1.8 24.71 –3.79 .14 AlerianMLPETF AMLP 11.5 6.67 –0.98 .19 DirexS&P500Br1 SPDN 1.7 26.57 +2.93 .1114 FT MatAlpDX FXZ 1.9 33.67 –5.01 .2033 HartfordMultiEM ROAM 4.1 20.31 –1.59 .5616 InvscS&P500Qual SPHQ 1.7 33.22 –4.13 .17
PrincipalHlthInnov BTEC ... 36.86 –3.41 ... AmCentDivrsCpBd KORP 3.0 52.17 +0.08 .1137 DirexHiBetaBear3X HIBS .4 29.00 +9.68 .0265 FTMergerArbitrage MARB ... 20.01 –0.08 ... HartfordMultiREIT RORE 5.3 14.60 –2.02 .19 InvscS&P500Rev RWL 2.1 51.67 –7.36 .3152
PrincIntlMulti PDEV 2.2 23.85 –2.46 .1257 AmCentDivrsMuni TAXF 2.5 54.64 +0.35 .0926 DirexHiBetaBull3X HIBL 1.2 19.20 –10.89 .0588 FT MngstrDiv FDL 4.4 27.73 –3.88 .3568 HartfrdMultifctrSC ROSC 3.6 25.97 –3.51 .60 InvscS&P500Top50 XLG 1.7 217.01 –27.05 .9134
PrincplMillennials GENY .8 37.58 –4.81 .2345 AmCentQulDivIn QINT 2.0 37.53 –3.95 .2091 DirexS&POil&GasBr3 DRIP .3 173.61 +70.29 .0325 FT NaturalGas FCG 4.5 7.61 –1.62 .1248 HartfordMultiUSEqu ROUS 2.3 30.56 –3.99 .2448 InvscS&P500ValMom SPVM 2.8 37.44 –5.83 .2815
FT NA Energy Infra EMLP 4.0 23.50 –2.81 .2595 .0844 InvscS&PGlbWater CGW 1.6 38.60 –4.97 .6069
PrincipalPriceSet PSET 1.5 37.39 –5.36 .1222 AmCentStoxxUSQ QGRO .4 42.18 –4.97 .0599 DirexS&POil&GasBl3 GUSH 6.8 8.98 –8.27 .128 HartfordMuniOpps HMOP 2.5 42.86 +0.19
PrincipalShrhldrYd PY 2.5 31.61 –2.41 .2033 AmCentSTOXXUSQual VALQ 2.6 37.96 –5.41 .2479 DirexSemiBear3 SOXS 2.0 24.28 +5.75 .0639 FT NYSE ArcaBiotch FBT ... 143.67 –11.94 ... HartfordSchTax HTAB 2.2 21.33 ... .0325 InvscS&PIntDvLoVl IDLV 5.9 31.76 –2.69 1.0064
PrincipalSustMom PMOM 1.7 26.55 –3.33 .13 AmpAdvBattery BATT ... 9.43 –1.49 ... DirexSemiBl3 SOXL .5 205.00 –78.45 .2876 FT PfdSecs FPE 5.4 19.63 –0.75 .0761 HartfordTRBd HTRB 3.6 41.53 +0.35 .0962 InvscS&PIntlDev IDMO 2.2 26.07 –2.87 .11
PrincUSLCMulti PLC 1.7 24.02 –3.48 .112 AmplifyBlackSwan SWAN 1.3 29.13 –1.09 .7519 Direx7-10TreaBr3 TYO 1.9 9.23 –0.74 .0143 FTSTOXXEurSel Div FDD 5.2 12.74 –1.43 .0556 HealthCareSelSect XLV 1.7 92.61 –10.82 .8014 InvscS&PIntlDevQu IDHQ 2.3 23.48 –2.58 .1495
PrincipalUSMega USMC 2.2 28.67 –3.72 .1591 AmpCWPEnhDiv DIVO 6.1 27.29 –3.37 .1371 Direx7-10TreaBull TYD .8 61.19 +4.65 .1039 FT ShDurMgMun FSMB 2.2 20.68 +0.04 .033 High Yield HYLD 7.7 32.33 –1.58 .20 InvscS&PMC400EW EWMC 1.4 58.28 –9.17 .1893
PrincipalUSSCMulti PSC 1.5 28.73 –4.23 .1499 AmpCrowdBureau LEND 6.5 15.00 –2.02 .9809 DirexScBear3 TZA 1.1 49.00 +14.88 .3259 FT S&P REIT FRI 2.5 24.31 –3.52 .2058 HoyaCapHousing HOMZ 1.8 26.69 –4.17 .0012 InvscS&P400PrGrw RFG .7 138.03 –20.16 .125
PrincUSS-MCMulti PSM 1.8 23.61 –3.14 .1275 AmpEASITactGrw EASI .7 24.42 –3.25 .1005 DirexSCBull2 SMLL .8 40.69 –12.77 .1654 FT TCWUnPlBd UCON 3.2 26.08 +0.05 .055 HullTacticalUS HTUS 1.0 24.26 –3.15 .2472 InvscS&P400PrVal RFV 2.1 56.32 –9.66 .3912
ProcureSpace UFO .7 23.96 –3.66 .0674 AmplifyHiIncm YYY 9.5 16.38 –1.77 .13 DirexSCBull3 TNA .6 49.00 –23.71 .1496 FT TechAlphaDEX FXL .4 68.11 –7.45 .0483 IQCandESGIntl IQSI ... 22.70 –2.38 ... InvscS&PMC400Rev RWK 1.3 54.67 –8.98 .2476
ProShEquRising EQRR 2.6 34.41 –6.53 .2646 AmplifyOnlRetail XBUY .2 25.09 –2.72 .0602 DirexKRBull3 KORU 1.4 16.89 –3.69 .19 FT USEquityOpp FPX .7 76.63 –9.99 .1667 IQCandESGUS IQSU ... 23.70 –3.20 ... InvscS&PMCLowVol XMLV 2.3 48.18 –6.97 .3789
ProShUltNdBio BIB ... 54.64 –9.12 ... AmpSeymCannabis CNBS .7 10.79 –1.66 .0771 DirexTechBear3 TECS 2.3 7.56 +2.07 .0236 FT UltShDurMuni FUMB 1.6 20.08 –0.02 .019 IQEnhCorePlusBdUS AGGP 2.8 19.91 –0.05 .058 InvscS&PMCMom XMMO .6 57.02 –7.30 .1804
ProShUltNasdBio UBIO ... 26.73 –7.39 ... AmplifyTransData BLOK ... 17.88 –1.77 ... DirexTechBull3 TECL .3 207.60 –94.28 .0714 FT UtilAlpha FXU 2.4 27.95 –3.69 .1758 IQ50%HdgFTSEEur HFXE 3.4 18.84 –2.18 .2225 InvscS&PMCQual XMHQ 1.4 47.55 –7.21 .216
ProShUltPrQQQ TQQQ .1 77.00 –31.14 .0313 ArkFinInnov ARKF .0 24.66 –2.26 .3008 DirexTotBdBr1 SAGG 1.9 28.74 –0.32 .0806 FT ValDivFd FVD 2.3 32.46 –4.24 .2007 IQ50%HdgFTSEIntl HFXI 3.5 19.59 –2.01 .1317 InvscS&PMCValMom XMVM 2.0 30.04 –4.87 .1554
ProShUltNasdBio ZBIO .5 10.47 +2.03 .002 ArmorUSEquity ARMR ... 17.80 –2.45 ... DirexTransportBl3 TPOR 1.6 16.81 –10.51 .0669 FT ValueLine100 FVL .9 20.75 –2.82 .04 IQ50%HdgFTSEJapan HFXJ 3.8 19.26 –1.79 .2449 InvscS&P100EW EQWL 2.3 55.24 –7.63 .3905
ProShUltShtQQQ SQQQ 2.8 23.40 +6.01 .1847 ArrowDogs DOGS .6 40.64 –4.90 .1509 Direx20+TreaBr1 TYBS 2.4 15.52 –0.80 .035 FT Water FIW .6 55.59 –8.07 .0618 IQ500IntlETF IQIN 2.7 25.05 –2.57 .14 InvscS&PSCLowVol XSLV 2.7 45.28 –5.83 .4767
ProShUltShNdBtech BIS 1.9 14.66 +1.91 .0812 ArrowDJGlobalYd GYLD 9.3 14.10 –1.30 .1004 Direx20+TreaBr3 TMV 2.4 7.73 –1.28 .021 FlexShSelBdFd BNDC 2.6 26.38 +0.30 .0244 IQGlbAgribusSC CROP ... 28.03 –2.65 ... InvscS&PSCMom XSMO .7 36.29 –4.62 .1395
SPDRDorseyWrightFx DWFI 3.5 23.90 –0.09 .0622 ArrowQVMEquityFact QVM 3.6 25.04 –4.03 .4404 Direx20+YrTrBull TMF .6 37.72 +4.30 .0505 FlexShCurrHdDM TLDH 4.5 25.95 –2.91 .1284 IQGlobalResources GRES 2.0 23.84 –1.87 .4702 InvscS&PSC600EW EWSC 1.8 47.93 –6.94 .4639
SoFiGigEcon GIGE ... 18.48 –1.93 ... AvantisEM AVEM .8 49.22 –3.56 .1895 DirexUtilBl3X UTSL 2.4 39.03 –18.97 1.3389 FlexShCurrHdgEM TLEH 3.5 26.34 –1.65 .3858 IQHedgeEventDriven QED 2.1 21.29 –0.75 .4497 InvscS&P600PrGrw RZG .8 102.45 –16.32 .2467
TigerChinaUS TTTN ... 29.01 –2.37 ... AvantisIntlEquity AVDE .7 47.90 –4.93 .1575 DirexRussIntOvUS RWIU 2.6 48.64 –4.22 .5648 FlexShDevMkxUSQu QLVD 2.3 24.23 –2.22 .1901 IQHedgeL/STracker QLS 1.6 21.79 –1.47 .3534 InvscS&P600PrVal RZV 1.4 51.20 –8.76 .1697
ValideaMktLeg VALX ... 22.37 –3.50 ... AvantisIntlSCValue AVDV .9 47.04 –5.73 .2024 DirexRussUSOvInt RWUI 1.4 58.38 –9.41 .3884 FlexShEMQualLo QLVE 2.8 23.56 –1.71 .1063 IQ HedMacrTrac MCRO 1.4 25.88 –0.73 .3611 InvscS&P600Rev RWJ 1.5 55.96 –8.84 .347
VanEckBiotech BBH .4 134.30 –10.45 .4724 AvantisUSEquityETF AVUS 1.6 49.05 –6.59 .191 DirexFlight FLYT ... 50.30 –1.51 ... FlexGlbQualRealEst GQRE 4.6 60.29 –7.33 1.6759 IQHedgeMktNeut QMN ... 26.21 –0.40 ... InvscS&PSCValMom XSVM 1.4 28.57 –3.88 .1795
VanEckFallAnglHYBd ANGL 5.2 29.48 –0.95 .113 AvantisUSSCValue AVUV 1.9 43.93 –7.06 .2068 DirexCyclODef RWCD 1.2 62.55 –8.96 .2414 FlexGlbUpstmNatRsc GUNR 3.9 27.80 –3.97 .2126 IQ HedMultStra QAI 1.9 30.17 –0.74 .5878 InvscS&PSpin-Off CSD ... 42.74 –6.86 ...
VanEckGaming BJK 3.4 36.34 –5.29 1.2308 AwareUltShDur AWTM 2.8 50.52 –0.06 .092 DirexDefOvCycl RWDC 2.3 47.67 –6.25 .2972 FSHiYdValScored HYGV 7.8 47.53 –1.44 .2497 IQLeadersGTAATrkr QGTA 3.0 23.87 –1.52 .1113 InvscS&PUltDiv RDIV 4.6 32.88 –5.45 .488
BarclyiPathBCrude OIL ... 9.29 –1.65 ... FlexShiBoxx5YTIPS TDTF 1.8 26.23 +0.17 .0245 InvscSrLoan BKLN 5.0 21.99 –0.68 .0801
VanEckPharm PPH 1.9 59.05 –7.55 .1729 DirexDevOverEM RWDE 3.2 51.35 –7.03 .7107 FlexiBx3YDurTIPS TDTT 1.9 25.05 +0.09 .0611 IQMacKayMuniIns MMIN 2.3 27.10 +0.24 .0906 InvscSolar TAN .2 36.47 –4.30 .0908
VanEckRetail RTH 1.0 112.52 –13.54 1.0901 BarclaysETN FI Enh FLEU ... 121.84 –35.59 ... DirexEmOvDevMk RWED 3.2 48.36 –2.81 1.1265 IQMacKayMuniInter MMIT 2.6 26.56 +0.18 .0998
BarclaysFIEnhEur50 FFEU ... 84.30 –22.85 ... FlexShIntQualDiv IQDE 5.4 20.51 –2.02 .1864 InvscTaxMuniBd BAB 3.5 33.63 +0.48 .0917
VanEckSemiconduc SMH ... 131.97 –13.48 ... DirexMSCILvL ESNG ... 45.51 –5.96 ... FlexShIntQuDivDyn IQDY 4.4 23.36 –2.44 .1637 IQMergerArbitrage MNA ... 32.96 –0.20 ... InvscTotalRetBd GTO 2.3 55.97 +0.44 .109
VanEckVideoGam ESPO .2 38.25 –3.27 .0834 BarclaysETN HY FIYY ... 93.75 –26.22 ... DirexNasd100EW QQQE .8 52.12 –5.95 .1295 IQRealReturn CPI 2.2 27.38 –0.70 .5929
BarclaysETNShiller CAPE ... 135.34 –18.42 ... FlexShIntlQualDiv IQDF 5.0 21.74 –2.04 .1891 InvscTreaCollat CLTL 2.2 105.67 –0.01 .1436
VangdEM GovBd VWOB 4.6 81.07 –2.20 .3068 DirexRsLgOvSC RWLS 1.4 59.20 –8.08 .4185 FlexShMDevMktxUS TLTD 3.9 56.85 –5.66 .2903 IQS&PHYLowVolBd HYLV 4.4 25.16 –0.44 .0917 InvscUltShtDur GSY 2.7 50.42 –0.06 .0916
VangdGlblxUS RE VNQI 8.3 54.14 –4.25 3.6471 Barrons400ETF BFOR .8 37.76 –4.90 .295 DirexRs1000GrOvVal RWGV .6 65.02 –8.05 .1856 IQShrtDurBdUS SDAG 2.6 25.77 –0.06 .0597
BlkRkUSEqRotat DYNF 1.8 25.83 –3.42 .0693 FlexShEM FactTilt TLTE 3.6 47.13 –3.23 .4857 InvscVRDOTaxFrWk PVI 1.1 24.88 –0.05 .0139
VangdIntrCorpBd VCIT 3.3 94.16 +0.70 .2327 BlueStarIsrael ITEQ .0 41.68 –5.09 .01 DirexRs1000ValOvGr RWVG 2.3 48.20 –7.53 .6916 FlexShQualDivDef QDEF 2.7 42.53 –5.84 .2483 IQ US RealEstSC ROOF 6.1 23.80 –3.24 .3513 InvscVarRtPfd VRP 5.3 24.52 –1.77 .0905
VangdIntermTrmTrea VGIT 2.1 68.64 +1.30 .1162 BrandValueETF BVAL 1.3 15.72 –2.29 .2089 DirexRsSmOvLC RWSL 1.1 48.06 –6.91 .2968 FlexShQualDivDyn QDYN 2.9 42.48 –5.98 .2614 IQ UltShrtDur ULTR 2.3 50.29 +0.08 .0897 InvscWildClnEngy PBW 1.3 37.62 –5.85 .1748
VangdIntlDivApp VIGI 2.0 66.35 –5.83 .5945 BreakwDryBulk BDRY ... 8.19 –0.82 ... DirexS&P500HiMin QMJ ... 44.11 –5.74 ... FlexShQualityDiv QDF 2.9 42.69 –5.85 .2495 IdeaNextVeh EKAR 1.2 21.03 –2.68 .2499 InvscZacksMC CZA 1.6 69.01 –9.99 1.0741
VangdIntlHiDiv VYMI 4.8 56.39 –5.37 .561 CP HY Trend HYTR ... 24.38 –0.67 ... DirexZacksMLPHiIn ZMLP 16.7 9.60 –1.44 .40 FlexShReadyAcc RAVI 2.5 76.07 +0.13 .14 iMDBiHedgeStrat DBEH .1 24.04 –1.81 .004 InvscZacksMltIncm CVY 3.8 19.83 –2.70 .1787
VangdLTCorpBd VCLT 3.6 106.35 –0.05 .3234 CTracksETN2026 MLPE 11.4 14.32 –2.99 .4073 DistillUSFundSt DSTL 1.1 27.67 –3.77 .2972 FlexShSTOXXGlb NFRA 2.4 50.36 –5.25 .3075 iMDBiMgdFut DBMF .6 25.04 –1.75 2.2537 iPathBloomCocoaTR NIB ... 31.69 –2.04 ...
VangdLong-TermTrea VGLT 2.1 95.06 +4.44 .1648 CTrksETNsMillerHwd MLPC 10.9 9.74 –2.00 .2656 EmgqEM Internet EMQQ 1.3 34.22 –3.16 .4549 FlexShUSQualLo QLV 1.2 39.06 –5.12 .1631 ImpactNAACPMinrty NACP 1.3 21.75 –2.93 .0597 iPathBloomCommTR DJP ... 19.69 –1.64 ...
VangdMBS VMBS 2.7 53.89 +0.26 .1071 CannabisETF THCX 4.2 9.95 –1.93 .4176 ETFMGAltHarvest MJ 6.5 13.91 –2.57 .32 FrankFTSEAsiaxJpn FLAX 2.4 20.92 –1.12 .3804 ImpactSustain SDGA 2.3 19.94 –2.48 .0858 iPathBloomLeadTR LD ... 39.33 –0.68 ...
VangdRuss1000 VONE 1.8 135.81 –17.49 .6667 ChgFinUSLCFoss CHGX .9 21.43 –2.86 .2009 ETFMG DroneEcon IFLY 1.3 33.58 –4.95 .15 FrankFTSEAustralia FLAU 4.9 23.05 –3.08 .6893 ImpactShsYWCAWomen WOMN 1.2 21.39 –2.85 .0778 iPathGSCI nts GSP ... 12.18 –1.71 ...
VangdRuss1000Grw VONG 1.1 172.46 –21.06 .4908 Velocity4xAUDUSD UAUD ... 12.08 –0.88 ... ETFMG PrimeCyber HACK .2 39.69 –4.38 .04 FrankFTSEBrazil FLBR 4.3 23.55 –2.68 .0589 IndSelSectorSPDR XLI 2.2 73.08 –10.51 .4033 iPathGoldETN GBUG ... 26.19 –1.13 ...
VangdRuss1000Val VONV 2.6 105.95 –14.74 .7748 Velocity4XCHFUSD UCHF ... 20.54 +1.11 ... ETFMGPrmJrSilv SILJ 2.1 8.60 –2.79 .17 FrankFTSECanada FLCA 2.5 24.49 –2.82 .373 InfraCapMLPETF AMZA 29.7 3.10 –0.72 .06 iPathPBBroadCmod BCM ... 25.85 –1.84 ...
VangdRuss3000 VTHR 1.8 134.55 –17.30 .6604 Velocity4XEURUSD UEUR ... 14.84 +0.96 ... ETFMG PrimeMob IPAY .0 47.97 –6.01 .015 FrankFTSEChina FLCH 2.0 23.89 –0.99 .4582 InfraCapREITPfd PFFR 6.0 24.21 –1.43 .12 iPathPBCrudeOil OLEM ... 14.42 –2.50 ...
VangdRuss2000 VTWO 1.5 118.20 –16.06 .668 Velocity4XGBPUSD UGBP ... 17.22 –0.76 ... ETFMGSitUltra VALT 1.7 50.42 +0.10 .0421 FrankFTSEEurope FLEE 3.4 22.62 –2.43 .3431 InfusiveComp JOYY ... 23.76 –2.65 ... iPathBlmAgricult JJA ... 42.38 –1.19 ...
VangdRuss2000Grw VTWG .8 143.08 –18.58 .3582 Velocity4XJPYUSD UJPY ... 23.97 +3.10 ... ETFMG TravelTech AWAY ... 20.42 –3.88 ... FrankFTSEEurHdg FLEH 6.7 22.01 –2.84 .3083 InnovNextProto KOIN 1.7 27.09 –3.28 .466 iPathBlmAlum JJU ... 38.28 –0.44 ...
VangdRuss2000Val VTWV 2.1 95.82 –13.58 .7467 Velocity4xUSDAUD DAUD ... 41.93 +2.80 ... ETFMG VideoGame GAMR 1.6 43.92 –3.51 .165 FrankFTSEFrance FLFR 2.4 23.74 –2.48 .2828 InnovIBDBreakout BOUT ... 19.28 –2.61 ... iPathBlmCoffee JO ... 35.40 +0.46 ...
VangdSTCpBd VCSH 2.9 82.11 +0.42 .1855 Velocity4XUSDCHF DCHF ... 26.67 –1.53 ... ETRACS Alerian MLP AMU 10.4 10.81 –1.83 .2726 FrankFTSEGermany FLGR 2.8 20.27 –2.30 .0944 InnovIBDLdrs LDRS 1.4 20.72 –2.73 .1489 iPathBlmCopper JJC ... 38.84 –1.12 ...
VangdShtTmInfltn VTIP 1.9 49.66 +0.11 .3514 Velocity4XUSDEUR DEUR ... 37.22 –2.64 ... ETRACSAlerianMLP AMUB 10.5 10.74 –1.93 .2726 FrankFTSE HK FLHK 3.2 23.69 –0.83 .4084 InnovatorIBD50 FFTY ... 32.40 –3.53 ... iPathBlmCotton BAL ... 36.34 –4.39 ...
VangdShortTermTrea VGSH 2.2 61.61 +0.52 .1016 Velocity4XUSDGBP DGBP ... 28.69 +1.19 ... ETRACSAlernMLPInfr MLPB 10.3 15.23 –2.29 .4027 FrankFTSEIndia FLIN 1.0 21.05 –1.73 .0323 InnovLoupFrontier LOUP ... 26.00 –4.22 ... iPathBlmEnergy JJE ... 35.06 –5.32 ...
VangdTotalBd BND 2.6 86.76 +0.96 .1825 Velocity4XUSDJPY DJPY ... 23.23 –3.58 ... ETRACSBloomETN DJCB ... 13.27 –0.98 ... FrankFTSEItaly FLIY 3.9 23.02 –2.16 .2244 InnovEAFEPwrJan IJAN ... 23.13 –1.20 ... iPathBlmGrains JJG ... 43.06 –1.20 ...
VangdTotalCpBd VTC 3.2 91.20 +0.21 .2345 CitigrCTracksETN DIVC ... 31.07 –4.52 ... ETRACSMthPay2xLev CEFL 20.1 12.04 –2.51 .1541 FrankFTSEJapan FLJP 2.5 23.24 –1.66 .2976 InnovEAFEPwrJul IJUL .0 22.53 –0.99 .2347 iPathBlmIndMet JJM ... 39.49 –1.07 ...
VangdTotIntlBd BNDX 3.3 57.99 +0.14 .045 ClaymoreIdxLnk GCE 10.4 13.70 –1.44 .3606 ETRACSMthPay2xLev DVHL 17.0 14.42 –2.93 .0874 FrankFTSEJapanHdg FLJH ... 22.53 –2.51 ... InnovEMPwrJan EJAN ... 25.50 –1.03 ... iPathBlmLivestk COW ... 37.91 –3.52 ...
VangdTotIntlStk VXUS 3.4 50.25 –4.31 .6281 ClearSharesOCIO OCIO ... 26.49 –1.77 ... DJ 2xSelect Div DVYL 10.1 55.12 –19.33 .292 FrankFTSELatAm FLLA 3.8 23.72 –2.68 .4592 InnovEMPwrJuly EJUL ... 24.85 –0.81 ... iPathBBloomNatGas GAZ ... 19.46 –2.41 ...
VangdTotWorldBd BNDW 2.9 80.95 +0.53 .1157 ClearUltShMat OPER 2.0 100.09 –0.08 .12 ETRACSMortgageREIT MORL 21.8 12.15 –3.55 .0329 FrankFTSEMexico FLMX 3.2 20.76 –2.56 .3613 InspireCpBdImp IBD 2.3 26.16 +0.11 .0499 iPathBlmNickel JJN ... 49.02 –1.62 ...
Velocity3xLgSilver USLV ... 69.23 –30.00 ... ColumbiaDivFixed DIAL 3.1 21.31 +0.11 .043 S&P2xDivAristoETN SDYL 7.0 76.44 –24.05 .5347 FrankFTSERussia FLRU 7.0 25.05 –4.03 .171 InspireGlblHope BLES 2.3 26.77 –3.39 .1286 iPathBlmPlatinum PGM ... 42.01 –5.76 ...
VS2xVIXShortTerm TVIX ... 104.50 +57.70 ... ColumbiaEMCoreXCh XCEM 2.4 24.19 –2.05 .5874 ETRACS2xLevUSHiDiv HDLV 14.2 22.82 –7.37 .1771 FrankFTSESaudiAr FLSA 3.6 22.69 –1.70 .3599 InspireIntlESGETF WWJD ... 24.36 –2.86 ... iPathBlmPrecMet JJP ... 54.92 –3.07 ...
VSInvVIXMedTerm ZIV ... 64.26 –9.72 ... ColumbiaEMConsumer ECON ... 22.06 –1.40 ... ETRACS2xLevxEn LMLP 17.4 13.09 –3.84 .0524 FrankFTSESAfrica FLZA 12.9 20.82 –3.05 .376 Inspire100ETF BIBL 1.4 28.37 –3.89 .1037 iPathBlmSofts JJS ... 40.32 –1.84 ...
VSVIXShortTerm VIIX ... 48.65 +17.06 ... ColumbiaIndiaCnsmr INCO .3 39.22 –2.75 .12 ETRACSMonthPay2x SMHB 23.7 13.62 –4.26 .1389 FrankFTSE SKorea FLKR 2.4 18.89 –1.31 .4017 InspireS/MC Impact ISMD 1.0 23.99 –3.92 .0504 iPathBlmSugar SGG ... 45.87 –2.87 ...
VicShDevEnhVol CIZ 3.0 29.72 –3.11 .0979 ColumbiaMultMun MUST 2.4 22.27 +0.17 .0302 ETRACS 2xCEF CEFZ 20.3 12.10 –2.49 .1541 FrankFTSESwitz FLSW 1.2 25.85 –2.85 .0169 InvscActvUSRlEst PSR 2.7 89.97 –13.08 .7615 iPathBlmTin JJT ... 41.99 –0.73 ...
VicShDivAccel VSDA 1.5 32.49 –4.10 .0232 ColumbiaResEnhCore RECS .5 19.43 –2.74 .106 ETRACS2xLevUSREIT LRET 9.1 23.81 –7.65 .1509 FrankFTSETaiwan FLTW 3.3 26.44 –1.27 .8586 InvscAero&Def PPA 1.0 63.51 –9.25 .1393 iPathSilverETN SBUG ... 23.52 –2.76 ...
VicShEMHiDivVol CEY 5.3 20.87 –1.97 .0249 ColumbiaResEnhVal REVS .8 18.60 –2.82 .1449 ETRACSMthPay2xLev MRRL 22.0 12.05 –3.59 .0329 FrankFTSE UK FLGB 5.0 21.78 –2.66 .5304 InvscCA AMT-Fr PWZ 2.4 28.14 +0.08 .0584 iShAAA-ARtdCorpBd QLTA 2.9 56.44 +0.38 .1321
VicShEMVolWtd CEZ 2.5 23.40 –1.99 .0078 ColumbiaSustGlb ESGW .0 24.46 –3.18 .2277 ETRACS2xLvHiDiv HDLB 12.8 20.00 –6.68 .1563 FrankIntMunOpp FLMI 2.6 26.04 +0.20 .0453 InvscCEFIncmComp PCEF 7.7 21.44 –2.40 .1505 iShA/PDividend DVYA 6.3 38.36 –4.14 .3406
VicShIntlHiDivVol CID 5.2 29.35 –3.33 .2139 ColumbiaSustIntl ESGN 3.8 22.86 –2.10 .2291 ETRACSMthlyPay2x SMHD 22.7 9.32 –2.43 .0908 FrankIntlOpps FLIO .0 25.97 –3.05 .1413 InvscChinaTech CQQQ .0 54.19 –3.31 .0052 iShAgencyBond AGZ 2.2 119.13 +1.60 .1887
VicShIntlVolWtd CIL 2.9 35.65 –3.63 .1247 ColumbiaSustUSEqu ESGS 2.9 26.27 –4.14 .1892 ETRACS 2xLvWF LMLB 14.6 19.10 –5.75 .0768 FrankInvGradeCp FLCO 3.0 26.60 +0.23 .0648 InvscCleantech PZD .5 47.14 –4.94 .0163 iShCMBSETF CMBS 2.7 54.45 +0.37 .1091
VicShUSDiscEnhVol CSF 1.8 33.40 –5.11 .0048 CommSvsSPDR XLC .9 50.76 –5.36 .1171 ETRACSMnly2xLevISE HOML ... 55.69 –24.66 ... FrankMuniBd FLMB 2.3 26.95 +0.18 .0449 InvscCurrShAUD FXA .4 65.15 –1.13 .0118 iShGovt/CreditBond GBF 2.5 122.65 +1.76 .2343
VicShUSEQIncmEnh CDC 3.6 42.02 –6.33 .0813 CnsmrDiscSelSector XLY 1.4 115.83 –14.47 .4098 ETRACSNYSEPick PYPE 10.0 16.55 –2.51 .4256 FrankShtDurUSGovt FTSD 2.8 95.14 +0.24 .168 InvscCurrShGBP FXB ... 124.31 –1.33 ... iSh10-20YTreasBd TLH 2.1 158.88 +6.00 .2484
VicShUS500EnhVol CFO 1.5 47.18 –6.48 .0308 CnsStapleSelSector XLP 2.8 57.99 –6.66 .5128 ETRACSS&PGSCICrude OILX ... 27.01 –4.89 ... FrankSysStyle FLSP .0 24.55 –0.79 .005 InvscCurrShCAD FXC .8 73.53 –1.12 .0511 iSh0-5YTIPSBd STIP 2.1 101.48 +0.17 .0671
VicShUS500Vol CFA 1.5 50.86 –6.73 .0099 CoreAlternative CCOR .7 27.31 –0.23 .0378 ETRACS2xMLvAlerian MLPQ 32.9 12.15 –4.55 .939 FrankUSCoreBd FLCB 1.9 25.85 +0.19 .0489 InvscCurrShEuro FXE ... 104.50 +1.79 ... iShBloomRollSel CMDY ... 40.08 –2.54 ...
VicShUSLCHiDivVol CDL 3.6 43.38 –6.54 .011 CSFIEnhEur50ETN FEUL ... 80.85 –22.27 ... ETRACS2xMLevS&PMLP MLPZ 29.2 15.54 –5.03 1.0363 FrankUSLowVol FLLV 1.4 35.48 –4.34 .1798 InvscCurrShJPY FXY ... 87.93 +2.92 ... iShCalifMuniBd CMF 2.0 62.73 +0.24 .1008
VicShUSMultMin VSMV 2.3 29.78 –4.12 .0136 CS FI LC Grwth FLGE ... 296.59 –80.48 ... ETRACS2xMLvWF BDCY 23.0 20.74 –6.15 1.1902 FranklinLibEM FLQE 6.8 26.11 –2.10 .2875 InvscCurrShCHF FXF ... 95.37 +1.27 ... iShAggrAllocation AOA 2.7 53.85 –4.82 .1815
VicShUSSCHiDiv CSB 3.5 39.73 –5.16 .3861 CS S&P MLP MLPO 9.6 9.73 –1.39 .2337 ETRACS2xM092548 PFFL 11.4 23.38 –2.29 .1054 FranklinLibQGlbDiv FLQD 3.8 27.54 –2.99 .3393 InvscDBComm DBC 1.9 13.61 –1.17 .2538 iShConsAllocat AOK 2.7 35.92 –0.97 .1676
VicShUSSCVolWtd CSA 1.5 42.00 –6.19 .0033 CSX2xAlerianMLPETN AMJL 35.6 6.06 –2.43 .2059 ETRACSUBSBloomberg UCIB ... 13.03 –1.05 ... FranklinGlbEquity FLQG 3.4 30.40 –3.31 .5623 InvscDBAgriFd DBA 1.7 15.25 –0.72 .2572 iShCoreDivGrowth DGRO 2.5 37.68 –4.88 .235
VS3XInvrsGold DGLD ... 25.14 +2.62 ... CSX Mthly2xLvMtg REML 21.5 21.88 –6.04 .0679 ETRACSWFBusDev BDCZ 9.4 18.02 –2.42 .4336 FranklinIntlEquity FLQH .8 25.27 –2.57 .2437 InvscDBBaseMet DBB 2.0 13.69 –0.36 .2725 iShCore5-10YUSDBd IMTB 2.8 51.76 +0.34 .1155
VS 3X INV SILVER DSLV ... 18.98 +4.72 ... CSX MultiAsstHi MLTI 6.6 26.07 –2.62 .0237 E-TRACS Agri UAG ... 15.37 –0.54 ... GS ConnS&PGSCI GSC ... 18.00 –3.45 ... InvscDBEnerFd DBE 2.3 11.30 –1.49 .2623 iShGrwthAllocation AOR 2.7 45.70 –2.81 .4029
VS 3X GOLD UGLD ... 152.65 –23.28 ... DBCrudeOilDbSht DTO ... 73.96 +18.71 ... E-TRACS CMCI UCI ... 13.04 –1.02 ... GadsdenDynMult GDMA 2.0 25.38 –1.31 .5467 InvscDBG10Curr DBV 1.5 23.68 –0.64 .3445 iShCoreHiDividend HDV 3.8 84.70 –10.67 .8574
WahedFTSEUSAShar HLAL .7 24.64 –3.48 .08 DBGoldDoubleLg DGP ... 32.40 –2.98 ... E-TRACS Food FUD ... 15.60 –0.63 ... GlbBetaSmartIncm GBDV ... 17.01 –2.67 ... InvscDBGoldFd DGL ... 46.67 –2.13 ... iShCoreMSCIEM IEMG ... 48.71 –3.20 ...
WstAstShrtDur WINC 3.8 25.82 –0.15 .14 DBGoldDoubleShrt DZZ ... 4.24 +0.08 ... E-TRACS Gold UBG ... 39.21 –2.04 ... GlbXAdaptiveUS AUSF 4.3 23.06 –3.49 .2005 InvscDBOilFund DBO ... 8.12 –1.01 ... iShCoreMSCIEurope IEUR 3.7 44.45 –4.89 .3957
WstAstTR WBND 3.1 27.60 +0.11 .0583 DBGoldShortETN DGZ ... 12.07 +0.61 ... E-TRACS Silvr USV ... 20.27 –2.83 ... GlbXCopperMiners COPX 1.8 15.60 –2.28 .0546 InvscDBPrecMetls DBP 1.3 41.98 –2.52 .5253 iShMSCIIntlDev IDEV 3.5 52.40 –5.05 .7708
WisdTrChinaxSOE CXSE 1.0 83.01 –3.39 .024 DayHaganNedRes SSUS ... 22.19 –2.85 ... ElemntsRogrAgri RJA ... 5.15 –0.28 ... GlbXFTSENordReg GXF 2.6 20.49 –2.20 .0185 InvscDBSilverFd DBS ... 23.74 –2.69 ... iShCoreMSCIPacific IPAC 3.8 52.23 –3.99 1.1496
WisdTrEMConGrwth EMCG 3.0 21.31 –1.79 .0974 DeepValueETF DVP 4.2 27.39 –4.40 .1045 ElemntsRogrEngy RJN ... 2.27 –0.37 ... GlbX FTSE SE Asia ASEA 2.9 13.92 –0.96 .1565 InvscDBUSDBear UDN ... 20.11 +0.26 ... iShModAllocation AOM 2.7 39.23 –1.61 .3104
WisdTrEM CpBd EMCB 4.2 73.31 –2.18 .245 DefianceNextGen FIVG 1.1 24.17 –2.76 .0616 ElemntsRogrMtls RJZ ... 7.94 –0.36 ... GlbXFertilizersPot SOIL 1.4 7.41 –0.90 .0244 InvscDBUSDBull UUP 2.0 26.53 –0.30 .5261 iShCoreS&P500 IVV 2.0 295.91 –39.10 1.4827
WisdTrEMQualDivGrw DGRE 2.6 23.44 –1.76 .1093 DefianceNextFd DIET .8 23.69 –2.55 .0485 ElemntsRogrTr RJI ... 4.66 –0.43 ... GlbX GoldExplorers GOEX 1.9 22.59 –4.94 .4134 InvscDefEquity DEF 1.3 51.81 –6.63 .6475 iShCoreS&P MC IJH 1.8 181.45 –26.88 .8582
WisdTrGermanyHdg DXGE 2.9 28.18 –3.79 .81 DefianceQuantum QTUM .7 27.23 –3.11 .0399 ElemntsSpectrmLC EEH ... 21.55 –3.59 ... GlbX GuruIndex GURU .4 32.31 –4.32 .061 InvscDJIADiv DJD 3.2 34.23 –4.35 .2978 iShCoreS&P SC IJR 1.7 72.79 –10.23 .2854
WisdTrIntRtHYBd HYZD 5.7 22.45 –0.84 .107 DeltaShS&P500Mgd DMRL 1.7 56.16 –7.30 .2095 ElemntsBiofuels FUE ... 5.64 –0.09 ... GlbXLithium&Batt LIT 1.8 28.03 –4.83 .2818 InvscDynBiotech PBE ... 50.11 –5.84 ... iShS&PTotlUSStkMkt ITOT 1.9 66.75 –8.57 .3218
WisdTrIntUSAgg AGZD 2.8 47.72 –0.41 .105 DeltaShS&P400Mgd DMRM 1.4 48.18 –6.75 .2102 ElemntsGrain GRU ... 2.95 –0.13 ... GlbX MLP&Energy MLPX 7.1 10.32 –1.34 .1906 InvscDynBuilding PKB .4 31.76 –5.09 .0333 iShCore10+YUSDBd ILTB 3.2 73.82 +1.27 .1962
WisdTrJapanHdgSC DXJS 2.6 35.53 –4.27 .4773 DeltaShS&PIntMgd DMRI 3.3 46.69 –4.19 .2797 EnSelectSectorSPDR XLE 5.0 45.27 –8.87 .5605 GlbX MLP MLPA 11.8 6.06 –0.98 .1825 InvscDynEnerExpl PXE 2.7 10.61 –2.41 .101 iShCoreUSAggBd AGG 2.6 116.22 +1.32 .2457
WisdTrMEDiv GULF 3.7 17.98 –1.23 .0256 DeltaShS&P600Mgd DMRS 1.4 48.62 –6.34 .2287 ER Entrepreneur30 ENTR .1 18.53 –1.86 .0144 GlbXMSCIArgentina ARGT 1.4 22.93 –3.64 .0778 InvscDynFood&Bev PBJ 1.4 30.22 –3.50 .1229 iShCoreUS REIT USRT 3.6 50.88 –7.30 .5387
iShCurrHdgNikk400 HJPX 2.2 26.36 –3.00 .3679 iShRussell2000Val IWN 2.2 110.11 –15.60 .7976 PGIMQMAStrAlphaItl PQIN 3.4 48.16 –5.34 .1398 ProShUltBrazil BZQ 1.4 26.95 +4.66 .113 SPFdsS&P500Sharia SPUS ... 18.85 –2.22 ... VangdGrowth VUG 1.0 175.72 –21.30 .5077
iShCurHdgMSCIUS HAWX 3.5 25.85 –2.53 .4535 iShRussell3000 IWV 1.8 172.70 –22.82 .8853 PGIMStratAlphLC PQLC 1.8 50.05 –7.63 .1105 ProShrUS MSCI EAFE EFU .8 25.01 +4.20 .0237 SageESG InterCred GUDB 2.5 51.56 +0.27 .0916 VangdHlthCr VHT 2.1 175.29 –20.53 .7169
iShCurrHdgMSCIAus HAUD 4.4 25.20 –2.80 .5611 iShMicro-CapETF IWC 1.3 88.30 –10.95 .3554 PGIMQMAStrAlSCG PQSG .8 47.43 –6.77 .0989 ProShUltMSCIEM EEV 1.1 42.21 +4.88 .1156 SchwabEM Equity SCHE 3.6 24.76 –1.69 .7335 VangdHiDiv VYM 3.4 82.50 –10.94 .7791
iShCurrHdgMSCICda HEWC 2.0 25.70 –2.49 .2321 iShRussellMid-Cap IWR 1.6 54.08 –7.22 .264 PGIMQMAStrAlSCV PQSV 1.7 44.11 –5.91 .7476 ProShrUS MSCI Jpn EWV .3 29.79 +3.67 .0421 Schwab5-10YCpBd SCHI 2.2 51.58 +0.37 .116 VangdIndls VIS 1.9 138.81 –19.28 .6831
iShCurHdgMSCIEAFE HSCZ 3.9 27.46 –3.38 .4522 iShRussellMCValue IWS 2.2 83.83 –12.26 .5527 PGIMUltraShBd PULS 2.8 50.12 ... .1535 ProShUltMC400 MZZ 1.2 17.93 +4.27 .0473 SchwabFundEmgLrg FNDE 4.0 25.64 –2.27 .8489 VangdIntermBd BIV 2.6 90.92 +1.40 .2071
iShCurHdMSCIEurozn HEZU 3.1 28.92 –3.69 .7588 iShRussellTop200Gr IWY 1.1 92.47 –11.26 .2549 PIMCO25+YrZeroCoup ZROZ 1.8 162.80 +10.53 .86 ProShrUSOilGas DUG .3 64.60 +17.36 .0557 SchwabFundIntLrgCo FNDF 3.7 25.27 –2.66 .7005 VangdLC VV 2.0 136.17 –17.75 .768
iShCurHdgMSCIItaly HEWI 4.3 17.37 –1.98 .1934 iShRussellTop200 IWL 1.9 69.57 –8.78 .4729 PIMCO ActiveBd BOND 3.2 111.34 +0.93 .29 ProShUltShtQQQ QID 2.4 24.48 +4.56 .1651 SchwabFundIntlSmCo FNDC 3.2 28.43 –2.96 .7405 VangdLT Bond BLV 3.1 109.08 +2.04 .28
iShCurrHdMSCIJapan HEWJ 3.1 29.29 –3.17 .3945 iShRussellTop200Vl IWX 2.6 51.86 –6.91 .5314 PIMCOBrdUSTIPSIdx TIPZ 1.6 61.83 +0.53 .21 ProShrUSRlEst SRS 1.6 20.42 +4.42 .0632 SchwabFundUSBrd FNDB 2.5 37.39 –5.02 .3066 VangdMegaCap MGC 2.0 103.32 –13.21 .5168
iShCurHdgMSCIMex HEWW 3.9 15.24 –1.18 .2206 iShS&P100 OEF 2.0 132.86 –16.82 .6548 PIMCOEnhLowDur LDUR 3.1 101.43 +0.95 .21 ProShUltShRus2000 TWM 1.2 15.71 +3.41 .0494 SchwabFundUSLrgCo FNDX 2.5 37.75 –5.17 .3066 VangdMegaGrwth MGK .9 141.33 –16.78 .36
iShCurrHdgMSCISK HEWY 2.4 19.72 –1.59 .0163 iShS&PMC400Growth IJK 1.2 215.63 –29.46 .7546 PIMCOEnhShMaturESG EMNT 1.7 100.75 +0.29 .15 ProShUltShtS&P500 SDS 1.6 29.09 +5.93 .1285 SchwabFundUSSmCo FNDA 1.6 34.75 –5.18 .1889 VangdMegaVal MGV 3.0 76.85 –10.30 .5989
iShCurHdgMSCISpain HEWP 4.4 20.49 –2.56 .3186 iShS&P500Growth IVW 1.4 184.56 –21.49 1.1915 PIMCOEnhShMaturity MINT 2.6 101.94 +0.03 .18 ProShrUSSemi SSG 1.7 16.06 +2.96 .0335 SchwabIntmUSTrsr SCHR 2.2 57.21 +1.10 .1113 VangdMC VO 1.6 162.15 –22.03 .9912
iShCurHdgMSCISwitz HEWL 2.1 28.84 –3.60 .5962 iShGlobalEnergyETF IXC 5.7 24.25 –3.76 1.4818 PIMCO15+USTIPSIdx LTPZ 1.6 79.30 +1.63 .31 ProShUltShtSilver ZSL ... 30.28 +5.48 ... SchwabIntEquity SCHF 3.3 30.26 –2.86 .734 VangdMCGrowth VOT .8 149.46 –18.64 .4493
iShCurrHdgMSCIUK HEWU 4.8 21.56 –2.33 .4212 iShGlobalHealthcr IXJ 1.5 63.04 –7.21 .4789 PIMCOIntermMuniBd MUNI 2.3 56.30 +0.24 .105 ProShUlShtSC600 SDD .9 14.65 +3.30 .0142 SchwabIntlSC SCHC 3.7 30.24 –3.39 .9543 VangdMC Val VOE 2.3 104.84 –15.53 .8443
iShCybersecurity IHAK .3 25.82 –2.78 .1234 iShGlobalTechETF IXN 1.1 201.01 –23.28 1.083 PIMCOInvGrdCorpBd CORP 3.1 113.10 +0.18 .30 ProShrUSTech REW 1.7 12.92 +2.32 .0611 SchwabLTUSTrea SCHQ 1.6 54.00 +2.56 .0738 VangdRealEst VNQ 3.6 87.33 –12.24 .9569
iShUSBasicMaterial IYM 2.5 82.94 –12.50 .6236 iShGloblFinancials IXG 3.3 60.23 –7.91 .8192 PIMCO1-5USTIPSIdx STPZ 1.7 52.92 +0.17 .21 ProShUltraSh20+ TBT 2.8 20.05 –2.08 .1338 Schwab1-5YCpBd SCHJ 1.8 50.71 +0.24 .0948 VangdS&P500ETF VOO 2.1 271.74 –34.75 1.4285
iShUSConsumerSvcs IYC 1.0 208.40 –27.48 .6192 iShS&P500Value IVE 2.4 114.63 –16.00 .739 PIMCO DynMultEM MFEM 2.7 21.51 –1.97 .28 ProShrUSUtil SDP .8 15.92 +3.45 .0095 Schwab1000Index SCHK 2.0 29.04 –3.79 .187 VangdS&P500 Grw VOOG 1.3 165.97 –19.60 .6003
iShUSConsumerGoods IYK 2.4 123.51 –15.77 .6999 iShIntlDevProperty WPS 7.3 36.07 –3.15 .2922 PIMCO DynMultIn MFDX 3.2 23.23 –2.30 .28 ProShUltShtYen YCS ... 75.43 –5.46 ... SchwabSrtTRmUSTrsr SCHO 2.2 51.13 +0.43 .0898 VangdS&P500Val VOOV 2.4 110.85 –15.22 .687
iShUSFinlServices IYG 1.8 132.41 –21.48 .6596 iShGlobalConsDiscr RXI 1.6 113.57 –12.34 .7383 PIMCO DynMultUS MFUS 2.1 27.88 –3.87 .30 ProShsVIXMTFut VIXM ... 23.60 +3.05 ... SchwabUS AggrBd SCHZ 2.7 55.19 +0.59 .1331 VangdS&PMC400 IVOO 1.7 122.60 –18.04 .7114
iShUSHealthcare IYH 1.2 196.52 –22.96 .6426 iShGlobalUtilities JXI 3.5 57.61 –6.30 1.054 PIMCO RAFI ESG US RAFE .4 21.96 –3.25 .02 ProShsVIXSTFut VIXY ... 18.84 +6.58 ... SchwabUS BrdMkt SCHB 2.0 70.58 –9.20 .4623 VangdS&P400Grwth IVOG 1.3 132.81 –18.48 1.7219
iShUSRealEstate IYR 3.2 87.40 –12.81 .8862 iShGlobalMaterials MXI 4.3 57.49 –7.36 .0627 PIMCOShrtTrmMuniBd SMMU 1.8 51.00 +0.10 .065 Qraft AI US Hi Div HDIV ... 23.33 ... ... SchwabUS Div SCHD 3.3 51.58 –6.62 .4658 VangdS&P400Val IVOV 2.0 111.21 –18.10 2.2747
iShUSUtilities IDU 2.8 154.26 –21.19 1.1326 iShGloblIndustrial EXI 1.9 86.52 –11.13 1.1015 PIMCO0-5YrHiYdCorp HYS 5.1 97.40 –2.22 .42 QRAFT AI US LC QRFT .5 25.75 –3.28 .9867 SchwabUS LC SCHX 2.0 70.83 –9.06 .4665 VangdS&P600 VIOO 1.6 132.18 –18.51 2.0859
iShUS Energy IYE 4.5 24.30 –4.40 .2767 iShrsSP GSCI Cmdty GSG ... 13.36 –1.44 ... PPTYUSDivrsRealEst PPTY 3.6 30.14 –4.25 .2522 QRAFTAIUSLCMom AMOM .2 24.46 –3.00 .443 SchwabUS LC Grw SCHG .9 89.23 –10.95 .1956 VangdS&P600Grwth VIOG 1.2 148.50 –20.51 .6187
iShUS Finls IYF 1.8 123.48 –18.72 .5358 iShS&PMC400Value IJJ 2.0 146.52 –23.05 .85 PacerAmEnIndepend USAI 7.7 19.05 –3.39 .2816 QuadIntRtVol IVOL 3.4 25.69 +0.47 .0761 SchwabUS LC Val SCHV 3.4 53.06 –7.17 .6173 VangdS&P600Val VIOV 1.9 116.92 –16.70 .7394
iShUSHealthcarePrv IHF .6 179.44 –28.97 .4153 iShS&PSC600Value IJS 2.0 135.37 –19.04 .5807 PacerData&Infr SRVR 1.6 32.61 –4.21 .1149 RoboGlbHlthTch HTEC ... 25.47 –2.70 ... SchwabUS MC SCHM 1.6 54.14 –7.56 .3074 VangdST Bond BSV 2.2 81.95 +0.70 .1534
iShUSInsurance IAK 2.1 63.68 –10.69 .3537 iShGlblConStaples KXI 2.4 50.40 –5.60 .6042 PacerIndRealEst INDS 2.3 32.06 –4.85 .1494 RoboGlblRobotics ROBO .4 38.42 –4.24 .1558 SchwabUS REIT SCHH 3.1 42.38 –6.15 .5566 VangdSC VB 1.6 148.45 –19.98 .8928
iShUSOilEquip&Svcs IEZ 3.4 13.71 –2.92 .1241 iShNATech-Mult IGN .5 48.50 –5.88 .0716 PacerRetRealEst RTL 3.6 24.76 –3.31 .2552 RPAR RiskParity RPAR .9 20.50 –0.57 .0472 SchwabUS SC SCHA 1.6 67.21 –9.18 .376 VangdTaxExemptBd VTEB 2.2 54.91 +0.29 .0965
iShUSPharmaceuticl IHE 1.5 144.66 –15.29 .6295 iShSelfDrvngEV IDRV 1.4 25.31 –3.13 .1721 PacerCFRAStovall SZNE 1.0 27.64 –3.75 .0743 RYZZ MgdFut RYZZ ... 20.60 –1.05 ... Schwab US TIPs SCHP 2.0 58.37 +0.40 .2386 VangdTotalStk VTI 1.9 150.44 –19.45 .8855
iShUSRegionalBanks IAT 3.1 41.31 –7.50 .3534 iShShortNatlMuniBd SUB 1.6 107.45 +0.16 .129 PacerFTSECnA50 AFTY 4.7 16.14 –0.46 .752 RealEstSectorSPDR XLRE 3.2 36.79 –5.14 .4132 SitRisingRateETF RISE ... 21.52 –0.90 ... VangdTotlWrld VT 2.5 73.97 –7.91 .6109
iShUSMedDevices IHI .4 241.51 –30.98 .3994 iShSilver SLV ... 15.53 –1.75 ... PacerMilitEmp VETS 1.8 28.66 –4.53 .1126 RealityDIVS DIVY 1.4 26.07 +0.14 .5954 SmartTransport MOTO ... 24.70 –2.82 ... VangdUtilities VPU 3.0 136.46 –18.35 1.0223
iShESGUSAggBd EAGG 2.7 55.48 +0.68 .2773 iShTIPSBondETF TIP 1.8 120.03 +0.83 .1043 PacerTrendFd TRND 1.0 24.67 –2.82 .2496 RenaissanceIPO IPO .5 31.30 –3.41 .0636 SoFi50ETF SFYF .8 18.61 –2.57 .1405 VangdValue VTV 2.8 105.50 –14.53 .9093
iShEdgeMSCIIntlMom IMTM 2.3 29.30 –3.00 .2048 iShTreaFRBd TFLO 2.0 50.34 ... .0656 PacerTrendpilot PTIN 1.1 24.26 –2.15 .2587 RenaissanceIntlIPO IPOS .9 24.30 –1.43 .0301 SoFiNext500 SFYX 1.1 9.58 –1.37 .0826 VelocityShares3xIn DGAZ ... 352.50 +101.98 ...
iShEdgeMSCIIntQual IQLT 2.5 29.32 –2.85 .2665 iShDowJonesUS IYY 1.8 146.71 –19.08 .6571 PacerTrendUSBd PTBD 2.5 25.53 –0.50 .159 RivFrDynCoreIncm RFCI 2.5 25.82 +0.25 .047 SoFiSelect500 SFY 1.1 10.39 –1.39 .082 VelocityShares3xLg UGAZ ... 31.20 –14.60 ...
iShEdgeMSCIIntSize ISZE 2.5 24.81 –2.47 .4598 iShChinaLC FXI 2.9 40.66 –1.36 .7883 PacerUSCashCows BUL 1.2 23.19 –2.99 .0781 RivFrDynUSDiv RFDA 2.1 31.64 –4.15 .0345 SPDR DJRlEst RWX 9.7 35.79 –3.26 .3707 VelocityLgLIBOR ULBR ... 13.48 –6.19 ...
iShEdgeMSCIIntVal IVLU 4.0 21.30 –2.02 .3664 iShRussellMCGrowth IWP .6 143.32 –16.85 .2637 PacerUSExportLead PEXL .6 25.05 –3.85 .0387 RivFrDynUSFlex RFFC 1.6 31.82 –4.57 .0609 SPDR DJREIT RWR 3.7 93.92 –13.72 .8733 VelocityShLIBOR DLBR ... 32.39 +5.02 ...
iShEdgeMSCIMnVlEur EUMV 3.3 24.95 –2.59 .2154 iShUSBrokerDealers IAI 1.6 63.38 –7.62 .2372 PacificGlbFocusHY FJNK 4.5 24.62 –0.71 .084 RivFrDynUnconInc RFUN 4.8 25.12 –0.37 .0983 SPDR DJIA Tr DIA 2.4 254.56 –35.18 .8039 Velocity3xInvCrude DWT ... 7.98 +2.92 ...
iShEdgeMSCIMinJapn JPMV 4.8 60.56 –3.55 .5574 iShUSTechBreak TECB ... 24.21 –2.73 ... PacificGlbIntlEq IDY 1.8 23.15 –2.29 .1056 RivFrStratIncm RIGS 3.8 24.50 –0.27 .0726 SPDR EurSTOXX FEZ 3.0 35.97 –4.05 .0526 Velocity3xLgCrude UWT ... 5.39 –3.62 ...
iShEdgeMSCIMultif ACWF 2.7 28.18 –3.23 .3271 iShUSTech IYW .7 226.23 –25.80 .4409 PacificGlbSrLoan FLRT 4.3 48.51 –0.70 .1578 RoundBitEsports NERD .3 14.95 –1.41 .0496 SPDR MSCI exUS CWI 3.4 23.22 –2.09 .3931 VesperUSLCShort UTRN .7 22.75 –3.62 .8496
iShEdgeMSCIMultInt INTF 4.1 23.93 –2.62 .5513 iShYdOptimizedBd BYLD 3.6 26.06 –0.09 .0612 PacificGlbUSEqu USDY 2.9 24.21 –3.82 .8172 SPDRBlackstoneSrLn SRLN 5.5 45.43 –1.16 .20 SpdrSPIntDiv DWX 4.8 36.94 –3.46 .3867 VicShUSAACrIntBd UITB 3.0 53.61 +0.48 .1159
iShEdgeMSCIMlIntSC ISCF 3.3 27.90 –3.05 .5096 iSh0-5YHYCorpBd SHYG 5.4 45.68 –0.95 .1897 PerthMintPhGold AAAU ... 15.73 –0.67 ... SPDRBloomBarCvSecs CWB 3.1 55.16 –4.63 .0864 SPDR S&PMdCpTr MDY 1.5 331.09 –48.85 1.3726 VicSh USAAShtBd USTB 2.7 51.28 +0.30 .1021
iShEdgeMSCIMultUSA LRGF 1.9 31.32 –4.14 .1789 JPM AlerianMLP AMJ 10.5 17.29 –2.79 .4328 PortfPlDevMk PPDM 4.0 20.90 –2.98 .1269 SPDRBBCpBd SPBO 3.3 34.84 +0.07 .0909 SPDR S&P 500 SPY 1.9 296.26 –37.22 1.3836 VicShUSAA EMVal UEVM 7.6 39.40 –2.67 .8977
iShMultiUSA MC MIDF 2.0 25.16 –3.56 .14 JanusHendMtg JMBS 3.5 52.88 +0.35 .0769 PortfPlEM PPEM 5.2 19.60 –1.91 .5918 SPDRBloomBarEMLoBd EBND 4.7 27.04 –0.40 .0913 SPDR S&P Biotch XBI .0 89.18 –8.08 .0009 VicShUSAA IntlVal UIVM 9.4 41.12 –4.21 .1594
iShEdgeMSCIUSASC SMLF 1.6 37.59 –5.02 .1153 JanusHenShrtDur VNLA 3.1 50.17 +0.23 .1292 PortfPlS&P500 PPLC 3.0 39.44 –7.25 .4031 SPDR BlmBarcHYBd JNK 5.5 106.97 –3.11 .4684 SPDR SP China GXC 1.7 98.97 –3.72 .8073 VicSh USA SC Val USVM 3.4 48.30 –6.56 .1239
iShEdgeMSCIUSASize SIZE 1.5 87.87 –12.09 .0184 HancockConsDisc JHMC 1.3 32.07 –4.80 .2254 PortfPlS&PMC PPMC 4.9 22.62 –4.84 .1647 SPDRBloomBarInCpBd IBND .7 33.51 +0.18 .0146 SPDR S&P Div SDY 2.8 95.15 –12.82 .6903 VicShUSAA USAVal ULVM 3.8 48.02 –6.78 .0476
iShEM Dividend DVYE 6.8 35.40 –3.58 .4577 HancockConsStpl JHMS 2.4 27.31 –3.30 .2904 PortfPlS&PSC PPSC 1.5 31.75 –6.49 .2518 SPDRBlmBarIntTrBd BWX 1.2 28.91 +0.42 .0273 SPDR SP EmAsPac GMF 1.9 96.04 –5.83 .5886 VidentUSBdStrat VBND 3.1 51.67 +0.07 .7475
iShEuropeETF IEV 3.4 41.78 –4.65 .3056 HancockDevIntl JHMD 3.5 26.60 –2.57 .3468 PrincipalActIncm YLD 5.1 38.55 –2.26 .1622 SPDRBlmBarInvGrdFR FLRN 2.7 30.76 –0.07 .0585 SPDR S&P Home XHB .9 42.66 –6.31 .1009 VidentCoreUSEquity VUSE 1.8 28.90 –4.27 .2578
iShExpTech IGM .5 235.01 –27.26 .3196 HancockMultEM JHEM 2.7 23.80 –1.75 .1673 PrincInvGrdCp IG 3.7 26.79 +0.07 .0756 SPDRBloomBarc1-10Y TIPX 2.5 20.00 +0.09 .0109 SPDR IntlSC GWX 4.0 27.19 –2.83 .4098 VidentIntlEquityFd VIDI 3.9 21.72 –2.40 .4165
iShFocusedValue FOVL 3.3 42.75 –7.12 .4192 HancockEnergy JHME 8.0 17.79 –3.57 1.1549 PrincUltShtAct USI 2.7 25.04 +0.04 .053 SPDRBloomBar1-3MTB BIL 2.0 91.54 +0.02 .1083 SPDR S&P MtlMng XME 3.2 22.13 –3.52 .0952 VirtusInfrUSPfd PFFA 9.3 23.82 –2.84 .19
iShGenomicsImm IDNA ... 28.96 –0.72 ... HancockMultFinls JHMF 2.4 36.10 –5.89 .5206 ProShDJBrkGlIn TOLZ 3.2 43.44 –5.27 .3094 SPDRBloomBarSTHYBd SJNK 5.7 26.47 –0.57 .1261 SPDRS&POilGasExpl XOP 2.3 15.38 –3.42 .0826 VirtusLifeSciBio BBC ... 34.05 –3.68 ...
iShGlblComm IXP 2.3 58.22 –5.52 .447 HancockHealthcare JHMH 2.7 34.12 –4.29 .6712 ProShDecRetail EMTY .7 40.15 +4.78 .0912 SPDRBloomBarSTInTr BWZ .4 30.28 +0.31 .0087 SPDR S&P Pharm XPH .7 41.22 –5.11 .0711 VirtusLifeSciBio BBP ... 41.15 –4.20 ...
iShGlobal100 IOO 2.2 49.52 –5.77 .6513 HancockIndustrials JHMI 1.4 35.36 –5.31 .3079 ProShHdgReplic HDG 1.1 45.25 –1.74 .0926 SPDRDoubleTRTact TOTL 3.2 50.10 +0.48 .129 SPDR S&P Retail XRT 1.8 40.28 –5.52 .2128 VirtusNewDynCredit BLHY 5.1 23.81 –0.30 .092
iShGlobalREITETF REET 5.7 25.60 –3.19 .2583 HancockLC JHML 1.9 37.50 –5.01 .3978 ProShInflationExp RINF 2.0 25.29 –1.02 .0976 SPDRDJGlbRealEst RWO 4.3 47.48 –5.79 .4293 SPDR S&P Semi XSD .6 95.43 –10.99 .1556 VirtusNewMultiBd NFLT 4.3 24.76 –0.32 .0857
iShGoldTr IAU ... 15.07 –0.64 ... HancockMatls JHMA 2.2 29.55 –4.33 .2951 ProShLgOnline CLIX ... 53.54 –2.69 ... SPDREUROSTOXXSC SMEZ 2.6 56.22 –5.87 .33 SPDRWelsFrg PSK 5.6 42.77 –1.50 .19 VirtusPrvCrd VPC 11.8 23.14 –2.64 .6708
iShiBoxx$InvGrCpBd LQD 3.2 132.18 +0.43 .346 HancockMultMedia JHCS .8 26.14 –3.15 .1655 ProShOnlRetail ONLN ... 36.57 –3.97 ... SPDRIntGovBd WIP 2.6 54.52 –0.26 .0647 SprottGoldMiners SGDM .3 22.66 –3.83 .0631 VirtusRealAsset VRAI 4.3 22.04 –2.92 .1806
iShiBondsDec2020Cp IBDL 2.5 25.30 –0.01 .051 HancockMC JHMM 1.1 35.19 –4.88 .2378 ProShRAFI L/S RALS 2.0 33.31 –0.23 .1737 SPDRFactSetInnTech XITK .1 113.61 –10.05 .1604 SprottJrGoldMiners SGDJ .8 27.45 –6.52 .2196 VirtusReavesUtil UTES 2.0 38.80 –5.62 .23
iShiBdsDec2028Cp IBDT 3.1 28.60 +0.13 .054 HancockMultiSC JHSC 1.3 24.72 –3.54 .1961 ProShS&P500Bd SPXB 3.4 90.73 +0.27 .2273 SPDRGlobalDow DGT 3.1 80.25 –9.11 .4772 EcoLogicalStrat HECO .5 39.32 –3.68 .2031 VirtusSeixSrLoan SEIX 4.8 24.63 –0.26 .0572
iShiBondsDec2025Cp IBDQ 3.1 26.49 +0.12 .0617 HancockTech JHMT 1.3 51.98 –6.22 .4311 ProShS&P500xEner SPXE 1.5 62.88 –8.77 .2449 SPDRGoldMini GLDM ... 15.74 –0.66 ... USMktRotationStrat HUSE ... 31.37 –2.77 ... VirtusWMCGlb VGFO 2.2 24.96 –2.95 .5455
iShiBondsDec2024Cp IBDP 3.1 26.14 +0.10 .0613 HancockUtils JHMU 2.8 31.57 –4.68 .4913 ProShS&P500xFin SPXN 1.5 61.03 –8.13 .27 SPDR Gold GLD ... 148.38 –6.32 ... SyntaxStratLC SSPY 1.7 45.13 –6.38 .7875 VolsharesLC VSL 1.3 27.20 –4.63 .4165
iShiBdsDec2029Cp IBDU 2.9 26.42 +0.14 .064 JPMCorpBdResearch JIGB 3.5 56.50 +0.32 .1417 ProShS&P500xHlth SPXV 1.7 61.37 –8.55 .2684 SPDRMFSSysCore SYE 1.8 80.24 –10.79 .4144 SyntaxStratMC SMDY ... 25.65 –4.31 ... WBIBullBrGlbIncm WBII 4.1 25.03 –0.38 .0736
iShiBondsDec2021Cp IBDM 2.7 25.08 +0.06 .0531 JPM DivAlt JPHF 4.9 22.29 –1.53 1.0819 ProShS&P500xTech SPXT 1.8 53.34 –7.37 .2597 SPDRMFSSysGrowth SYG 1.2 85.04 –10.21 .2529 TacticalIncm TBND .6 23.59 –0.90 .137 WBIBullBrQu3000 WBIL .8 25.65 –1.68 .027
iShiBdsDec2021Muni IBMJ 1.4 25.87 ... .0314 JPM DivRetEM JPEM 3.9 50.11 –4.39 .6662 ProShShtBasicMat SBM .4 20.25 +2.66 .0298 SPDRMFSSysValueEqu SYV 2.5 61.72 –10.05 .3809 TechSelectSector XLK 1.2 88.37 –11.07 .2947 WBIBullBrRsInc300 WBIE 1.0 26.03 –2.11 .0332
iShiBondsDec2027Cp IBDS 3.2 26.69 +0.14 .07 JPMDivReturnEurope JPEU 3.3 54.43 –5.97 .2484 ProShShtDow30 DOG 1.4 54.87 +6.43 .1442 SPDRACWILowCarbon LOWC 2.4 90.47 –10.29 .9969 TeucriumAgriFd TAGS ... 18.68 –0.74 ... WBIBullBrTdUS WBIT 4.2 20.06 –0.52 .289
iShiBondsDec2026Cp IBDR 3.1 26.20 +0.17 .0666 JPM DivRetGlEq JPGE 3.4 55.71 –5.68 .5887 ProShShortEuro EUFX ... 46.53 –0.81 ... SPDREAFEFossilFr EFAX 3.0 65.27 –6.24 .7127 TeucriumCornFd CORN ... 13.76 –0.44 ... WBIBullBrTrdUSTR WBIN 7.5 19.17 –0.53 .0767
iShiBondsDec2023Cp IBDO 2.9 25.99 +0.18 .061 JPM DivRetIntlEq JPIN 3.7 50.95 –4.80 .5391 ProShShXinhuaCh25 YXI 1.0 19.03 +0.58 .0265 SPDRMSCIEAFEStrat QEFA 3.2 60.71 –5.52 .8598 TeucriumSoybeanFd SOYB ... 14.57 –0.15 ... WBIBullBrVal3000 WBIF 1.1 25.54 –1.98 .0398
iShiBondsDec2022Cp IBDN 2.8 25.52 +0.09 .0519 JPM DivRetUS Eq JPUS 2.3 71.23 –9.55 .6053 ProShShtFinls SEF 1.1 21.38 +2.71 .0511 SPDREMFossilFuelFr EEMX 2.8 59.97 –4.02 .2799 TeucriumSugarFd CANE ... 7.11 –0.48 ... WBIBullBrYd3000 WBIG 2.1 22.55 –1.59 .0154
iShiBdsDec2022Muni IBMK 1.5 26.32 –0.01 .0309 JPM Div US MC JPME 1.9 62.31 –8.83 .4169 ProShShortHY SJB 1.2 20.98 +0.61 .0617 SPDRMSCIEMStrat QEMM 3.4 54.59 –3.86 .5223 TeucriumWheatFd WEAT ... 5.43 –0.31 ... WBIPwrFactorHiDiv WBIY 5.3 22.39 –3.35 .2371
iShiBdsMar20CpxFin IBCD .0 24.55 –0.02 .0352 JPM Div US SC JPSE 1.4 28.25 –4.03 .1288 ProShShMSCI EAFE EFZ 1.4 26.98 +2.29 .0908 SPDRMSCIUSAStrat QUS 2.0 87.02 –11.12 .7156 TimothyHiDiv TPHD 2.3 23.62 –3.29 .0255 WeatherStorm FLAG 2.6 32.39 –5.93 .2718
iShiBdsMar23CpxFin IBCE 2.7 24.87 +0.18 .0786 JPM EventDriven JPED 1.8 24.41 –1.94 .4372 ProShShtMSCI EM EUM 1.2 18.73 +1.13 .0664 SPDRMSCIWorldStrat QWLD 2.3 78.39 –9.39 .8309 TimothyPlanIntl TPIF .9 23.21 –2.15 .0332 WisdTrAPxJp AXJL 4.0 62.25 –4.57 .3647
iShiBondsMar2020Cp IBDC .0 26.07 ... .0398 JPM L/S JPLS ... 20.31 –1.42 ... ProShShtMC400 MYY 1.3 45.11 +5.81 .0879 SPDR NYSE Tech XNTK .6 81.56 –9.67 .1533 TimothyUSLC TPLC .9 24.61 –3.29 .0502 WisdTrUSDBull USDU 3.0 27.45 –0.04 .8163
iShiBdsMar2023Cp IBDD 2.7 27.17 +0.14 .0649 JPM MgdFutures JPMF 4.8 22.51 –1.29 1.0692 ProShShtOil&Gas DDG .6 32.10 +4.84 .023 SPDRNuvBBHYMuni HYMB 3.8 60.73 +0.07 .1848 Timothy US SC TPSC .7 21.71 –3.17 .0104 WisdTrCBOES&P500 PUTW 1.6 25.91 –3.14 .4183
iShiBdsSep2020Muni IBMI 1.3 25.55 ... .026 JPMUSAggregateBd JAGG 2.7 27.46 +0.28 .0461 ProShShortQQQ PSQ 1.7 25.19 +2.51 .1146 SPDRNuveenMuniBd TFI 2.1 51.92 +0.08 .0868 TortoiseNAPipeline TPYP 5.1 20.53 –2.86 .2235 WisdTrChineseYuan CYB 2.0 24.99 +0.15 .5104
iShiBoxx$HYCpBd HYG 5.1 86.04 –2.29 .3658 JPMUSDEMSovBd JPMB 4.5 51.15 –1.43 .1829 ProShShtRE REK 1.2 13.60 +1.64 .0266 SPDRNuveenSTMuniBd SHM 1.4 49.44 +0.02 .0474 TransamDeltaS&PEM DMRE 3.0 48.14 –2.46 .4572 WisdTrContComm GCC ... 16.76 –1.19 ...
iShIntRtHdgCorpBd LQDH 3.1 92.34 –2.48 .1909 JPM US Dividend JDIV 3.7 24.64 –3.52 .1985 ProShShtRus2000 RWM 1.4 41.46 +4.82 .1381 SPDRPtfAggBd SPAB 2.8 30.34 +0.30 .0695 2xLevLgETRACSWF LBDC 19.1 11.62 –3.53 .5912 WisdTrEmgCurr CEW ... 17.73 –0.35 ...
iShIntRateHdgEM EMBH 4.2 23.59 –1.20 .0745 JPMUSMinimumVol JMIN 1.9 28.65 –3.77 .0994 ProShShrtS&P500 SH 1.6 26.11 +2.92 .1067 SPDRPtfDevxUS SPDW 3.5 28.11 –2.73 .578 UBSNatGasMLPETN MLPG 12.5 13.25 –2.32 .4376 WisdTrEMxSOE XSOE 2.2 28.99 –1.79 .1257
iShIntRtHdgHiYdBd HYGH 4.9 85.93 –3.23 .2959 JPM US Moment JMOM 1.2 28.59 –3.66 .1219 ProShSh7-10YrTr TBX 1.6 25.01 –0.67 .0698 SPDRPtfEM SPEM 3.2 34.14 –2.40 .3821 UBS FIEnhGlbHY FIHD ... 157.52 –43.86 ... WisdTrEM HiDiv DEM 5.5 39.74 –3.42 .4051
iShIntRtLTCpBd IGBH 3.6 23.86 –0.98 .0605 JPM USQualFactor JQUA 1.8 28.99 –3.47 .1602 ProShShrtSC600 SBB 1.0 34.29 +4.10 .0524 SPDR PtfEurope SPEU 3.6 32.55 –3.63 .1449 UBS FIEnhLCGrw FBGX ... 297.12 –80.92 ... WisdTrEMLocDebt ELD 5.1 34.09 –1.17 .14
iShJPM EM LC Bd LEMB ... 42.52 –0.82 ... JPM US Value JVAL 3.0 25.14 –3.78 .247 ProShSh20+Tr TBF 1.9 17.07 –0.86 .0921 SPDR PtfHYBd SPHY 6.0 25.87 –0.66 .1269 E-TRACS DJ Cmd DJCI ... 13.25 –1.01 ... WisdTrEMMulti EMMF 3.2 20.41 –1.50 .138
iShJPX-Nikkei400 JPXN 2.2 56.61 –4.06 .7807 KFADynFixIncm KDFI 1.5 24.12 –0.95 .1213 ProShShtVIXST SVXY ... 50.74 –13.64 ... SPDRPtfIntermCpBd SPIB 2.9 35.99 +0.15 .0804 UBSProSh3xInvCrd WTID ... 8.65 +3.20 ... WisdTrEM SC DGS 4.5 41.68 –2.95 .3818
iShLatinAmerica40 ILF 3.8 27.98 –3.09 .5705 KFA LCQualDiv KLCD .8 24.50 –3.39 .2031 ProShUltBscMtls UYM 1.8 43.97 –15.33 .1808 SPDR PtfIntTrea SPTI 1.9 32.24 +0.63 .0407 UBSProSh3xLgCrude WTIU ... 5.33 –3.50 ... WisdTrEuropeHdg HEDJ 2.1 62.34 –8.01 .085
iShLtCorpBd IGLB 3.5 70.24 +0.23 .2082 KFA SCQualDiv KSCD .7 23.07 –3.15 .1621 ProShUltBlmCrude UCO ... 10.93 –4.37 ... SPDRPtfLTCorpBd SPLB 3.6 31.70 +0.10 .0891 UBSWellsFargoETN BDCS 9.4 17.97 –2.46 .4336 WisdTrEuropeHdgSM EUSC 3.4 30.00 –3.44 .17
iShACWILowCarbon CRBN 2.4 117.84 –13.65 1.5289 KnowldgLdrDevWrld KLDW 1.1 32.42 –3.37 .3599 ProshUltBlmNatGas BOIL ... 4.83 –1.31 ... SPDRPtfLgTermTrea SPTL 2.1 44.41 +1.98 .0753 E-TRACS AlrInfr MLPI 10.3 15.24 –2.23 .4027 WisdTrEurQualDiv EUDG 2.6 24.90 –2.83 .0963
iShMSCIAustralia EWA 4.5 20.12 –2.62 .4562 KraneBoseraChinaA KBA 1.6 31.82 –1.27 .4987 ProShUltCommSvs XCOM .7 47.90 –11.79 .0098 SPDR PtfGSM SPGM 2.7 38.96 –4.42 .6111 USCF SummerDynCom SDCI 1.1 15.47 –1.32 .0307 WisdTrEuropeSC DFE 3.9 56.93 –6.72 .3516
iShMSCIAustria EWO 3.6 18.12 –1.93 .1161 KraneCCBSChCpHY KCCB 4.5 40.65 –0.26 .1633 ProShUltCnsGds UGE 1.0 44.81 –13.24 .0835 SPDRPtfMtgBkdBd SPMB 3.2 26.53 +0.19 .0687 USCF SummerSHPEI BUY .9 17.02 –2.55 .048 WisdTrFRTrea USFR 2.0 25.09 –0.03 .033
KraneCICCChina KFYP ... 26.15 –1.12 ... SPDRS&P500Value SPYV 2.5 30.80 –4.26 .2121 WisdTrGlbxUSQual DNL 2.1 60.35 –5.98 .28
iShMSCIBRICETF BKF 1.8 42.18 –2.63 .2394 KraneCSIChInt KWEB .1 48.87 –2.34 .0413 ProShUltCnsSvs UCC .2 98.71 –29.71 .0271 SPDRPtfS&P1500 SPTM 1.9 36.49 –4.72 .2031 USCF SummerSHPEN BUYN .7 10.96 –1.84 .0373 WisdTrGlbxUSREFd DRW 8.7 28.41 –2.10 .5689
iShMSCIBelgium EWK 3.2 17.28 –2.39 .3476 KraneEFdChina KCNY 3.3 32.70 +0.29 .0653 ProShUltDow30 DDM .8 44.05 –13.37 .1473 SPDRPtfS&P500 SPLG 1.9 34.81 –4.42 .1701 USEquCumDiv2027 IDIV 11.7 11.42 –0.67 .1425 WisdTrGlbHiDiv DEW 4.3 42.24 –5.09 .4243
iShMSCIBrazil EWZ 3.1 38.36 –4.10 .0973 KraneElcVehicle KARS 1.9 22.90 –3.12 .4351 ProShUlt Euro ULE ... 13.23 +0.39 ... SPDRS&P500Growth SPYG 1.4 39.90 –4.74 .1605 USEquityxDiv2027 XDIV ... 59.95 –10.35 ... WisdTrS&PChina500 WCHN 1.7 28.47 –1.08 .38
iShMSCICanadaETF EWC 2.3 27.59 –3.04 .3939 KraneEMCnsTech KEMQ 1.9 22.56 –2.19 .4219 ProShUltFTSEEurope UPV .8 43.17 –10.98 .0668 SPDRS&P500HiDiv SPYD 5.1 34.18 –5.24 .4972 USGlbGOGold GOAU .2 14.88 –3.04 .0275 WisdTrIndiaEarn EPI 1.3 22.24 –2.07 .13
iShMSCIChinaSC ECNS 3.3 39.47 –1.43 .6113 KraneEMHlthcrIndex KMED 1.8 21.52 –1.05 .3789 ProShXinhuaChina25 XPP 4.5 57.45 –4.46 .1488 SPDRPtfS&P400MC SPMD 1.8 31.92 –4.72 .1398 U.S.GlobalJetsETF JETS 1.6 23.90 –6.54 .3911 WisdTrIndiaxSOE IXSE ... 23.59 –1.88 ...
iShMSCIColombia ICOL 3.6 11.71 –1.54 .2378 KraneChinaHlthCr KURE .2 25.30 –0.26 .0573 ProShUltFinls UYG 1.1 42.31 –14.31 .1705 SPDRPtfS&P600SC SPSM 1.8 28.40 –3.90 .1248 USVeganClimate VEGN 1.3 25.33 –3.59 .0795 WisdTrIntDivxFin DOO 4.9 37.58 –3.66 .475
iShMSCI EAFE EFA 3.5 62.24 –6.02 1.3761 KraneAllChina KALL 1.5 25.42 –1.03 .384 ProShUltraGold UGL ... 52.31 –4.66 ... SPDRPtfSTCpBd SPSB 2.7 31.08 +0.11 .0646 ETRACS2xBDC BDCL 18.6 11.93 –3.18 .5912 WisdTrIntlEquity DWM 3.9 47.36 –4.54 .3452
iShMSCIEmgMarkets EEM 2.4 40.52 –2.77 .929 KraneMSCIChinaEnv KGRN ... 19.26 –1.06 ... ProShUltHlthCr RXL .3 104.77 –26.42 .1334 SPDRShtTermTrea SPTS 2.1 30.37 +0.26 .0468 UtilitiesSelSector XLU 3.1 62.18 –8.15 .5012 WisdTrIntlHdgQual IHDG 2.2 33.39 –3.69 .1968
iSh MSCI EM SC EEMS 2.9 40.74 –2.72 .8515 KraneEMxChina KEMX 3.2 23.33 –2.17 .7363 ProShUltraHY UJB 4.1 69.75 –3.89 .7534 SPDR PtfTIPS SPIP 2.5 29.45 +0.19 .068 VanEckMerkGoldTr OUNZ ... 15.42 –0.64 ... WisdTrIntlHiDiv DTH 4.9 36.67 –3.75 .3514
iShMSCIFranceETF EWQ 2.8 28.93 –3.16 .0691 KraneSh1Belt1Road OBOR 4.9 21.21 –2.16 1.0473 ProShUltIndls UXI .7 70.70 –20.77 .1133 SPDRRuss1000LowVol ONEV 2.3 76.45 –10.84 .4047 VanEckAfrica AFK 7.3 17.53 –1.85 1.2858 WisdTrIntlLC Div DOL 3.9 43.55 –4.16 .275
iShMSCIFrontier100 FM 3.5 27.47 –2.19 .7928 LCGrowthETN2028 FRLG ... 130.10 –33.81 ... ProShUltBrazil UBR .8 57.80 –13.74 .0321 SPDRRuss1000Mom ONEO 1.9 68.94 –10.09 .3879 VanEckAgribus MOO 1.5 59.88 –6.23 .9091 WisdTrIntlMC Div DIM 3.7 57.81 –5.72 .3854
iShMSCIGermanyETF EWG 2.8 26.22 –2.92 .7381 LeaderAlphaUSCore LSAF .8 23.87 –3.23 .0601 ProShUltMSCIEAFE EFO .5 33.67 –7.35 .0536 SPDRRuss1000Yd ONEY 3.7 64.77 –9.77 .7233 VanEckBDCIncome BIZD 10.1 15.09 –1.99 .3664 WisdTrIntlMult DWMF 3.0 23.68 –2.48 .1585
iShMSCIGlblAgriPrd VEGI 2.1 25.37 –2.71 .2688 LeutholdCore LCR ... 24.09 –1.57 ... ProShUltMSCIEM EET 1.7 64.85 –9.33 .2918 SPDRMomentumTilt MMTM 1.7 126.55 –17.37 .6075 VanEckBrazilSC BRF 3.0 23.08 –2.84 .6972 WisdTrIntlSC DLS 3.9 61.10 –6.51 .6344
iShMSCIGloblEnProd FILL 5.1 14.67 –2.45 .3136 MktVctDbLngEur URR ... 15.51 –1.07 ... ProShrUltraJapan EZJ .3 30.00 –4.60 .0153 SPDRS&P1500ValTilt VLU 2.5 98.83 –15.08 .6758 VanEckChinaBond CBON 3.9 22.37 +0.21 .0709 WisdTrJapanHdg DXJ 2.8 47.04 –4.89 .065
iShMSCIHongKong EWH 2.9 22.97 –0.72 .2085 MkVctrDbShtEur DRR ... 68.83 –4.60 ... ProShUltMC400 MVV .8 34.74 –11.27 .1007 SPDR S&P500MidGr MDYG 1.3 51.68 –7.06 .2068 VanEckCSI300 PEK 1.6 37.80 –1.95 .6157 WisdTrJapanSC DFJ 2.7 61.72 –4.91 .06
iShMSCIIndonesia EIDO 2.1 21.62 –2.33 .0458 MatlsSelSectorSPDR XLB 2.3 52.72 –7.62 .3338 ProShUltOilGas DIG 4.8 14.38 –5.91 .1831 SPDR S&P400MidVl MDYV 2.1 47.02 –7.34 .3131 VanEckSMEChiNxt CNXT .4 31.42 –1.77 .135 WisdTrMgdFut WTMF 1.7 35.71 –0.29 .6039
iShMSCIIreland EIRL 2.4 40.62 –4.23 .4262 MerlynAIBullBr WIZ ... 25.17 –2.64 ... ProShUltraQQQ QLD .1 113.58 –28.41 .0498 SPDRS&P600SmallCap SLY 1.6 62.99 –8.73 .3096 VanEckCoal KOL 13.9 7.61 –0.62 1.0546 WisdTrModTech PLAT .3 26.91 –2.74 .0806
iShMSCIIsrael EIS 2.2 54.97 –5.43 .1696 MicroSecCannabis MJJ ... 45.41 –6.67 ... ProShrUltraRE URE 1.2 77.02 –23.36 .1478 SPDR S&P600SCpGr SLYG 1.2 57.81 –7.95 .2311 VanEckEgypt EGPT 2.3 26.25 –1.73 .6047 WisdTrMtgPlBdFd MTGP 2.4 51.27 +0.20 .105
iShMSCIItaly EWI 4.1 27.24 –2.48 .2036 MicroSecCannabis2X MJO ... 40.71 –12.84 ... ProShrUltraRus UWM .7 60.04 –17.56 .1513 SPDR S&P600SCapVal SLYV 2.0 55.31 –7.82 .3476 VanEckEM AggBd EMAG 4.8 21.57 –0.31 .0876 WisdTr90/60USBal NTSX 1.2 28.24 –3.04 .1153
iShMSCIJapan EWJ 2.3 52.96 –3.67 .716 MicroFANG+ETN FNGS ... 59.06 –7.60 ... ProShUltraS&P SSO .6 126.96 –33.95 .2685 SPDR Aero Dfns XAR .8 99.98 –16.55 .1255 VanEckEMHYBond HYEM 6.1 23.64 –0.55 .112 WisdTrUSDivxFin DTN 3.6 80.15 –11.56 .22
iShMSCIJapanSC SCJ 5.3 62.83 –5.22 1.1913 MicroSectFANG+Invr GNAF ... 37.41 +5.02 ... ProShUltSemi USD .8 53.36 –13.39 .1309 SPDRS&PBank KBE 2.8 38.75 –6.61 .333 VanEckEnerIncm EINC 10.3 15.56 –1.96 .2845 WisdTrUSHiDiv DHS 4.3 67.74 –8.98 .30
iShMSCIKLD400Soc DSI 1.5 111.78 –14.31 .4574 MicroFANG-3XInvr FNGD ... 8.00 +2.26 ... ProShrUl7-10Trs UST 1.3 70.36 +3.60 .2765 SPDRS&PCapitalMkts KCE 2.5 55.37 –8.21 .4045 VanEckEnvironSvcs EVX .5 99.66 –12.19 .4715 WisdTrUSLCDivFd DLN 2.9 94.25 –12.75 .30
iShMSCIKokusaiETF TOK 2.3 66.97 –8.25 .6994 MicroSectorsFANG3X FNGU ... 70.00 –33.55 ... ProShUltSilver AGQ ... 26.65 –6.89 ... SPDREmMktsDiv EDIV 4.4 27.84 –2.03 .5947 VanEckGoldMiner GDX .7 26.22 –4.43 .1905 WisdTrUSLCFd EPS 1.9 32.95 –4.48 .1638
iShMSCIMalaysiaETF EWM 3.3 25.47 –1.02 .3114 MicroFANG-2XInvr FNGZ ... 24.80 +5.36 ... ProShUltSC600 SAA .5 80.96 –25.54 .1626 SPDR S&P EM SC EWX 3.0 41.63 –2.98 .4201 VanEckGreenBd GRNB 1.8 27.30 +0.24 .0561 WisdTrUSMCDivFd DON 2.9 32.96 –5.13 .09
iShMSCIMexico EWW 3.2 41.62 –4.99 .434 MicroSectFANG+2X FNGO ... 61.02 –18.83 ... ProShUltTech ROM .2 148.00 –36.90 .112 SPDRS&P500Buyback SPYB 1.8 63.95 –9.60 .3401 VanEckIndiaSC SCIF 1.4 30.60 –3.25 .4239 WisdTrUSMCFd EZM 1.6 36.25 –5.62 .1787
iShMSCINetherlands EWN 2.9 30.44 –3.49 .1386 MicroUSBigBkInv KNAB ... 48.59 +6.61 ... ProShUltTelecom LTL 1.0 35.27 –7.78 .0811 SPDRS&P500Fossil SPYX 1.7 72.98 –9.08 .3368 VanEckIndonesia IDX 2.5 18.82 –2.17 .4723 WisdTrUSQualShr QSY 1.7 81.33 –12.62 .4083
iShMSCIPacificxJp EPP 4.3 42.14 –3.73 .8424 MicroUSBigBk3X BNKD ... 41.12 +15.63 ... ProShUlt20YrTr UBT 1.1 124.24 +11.78 .4526 SPDRS&PGlbDividend WDIV 4.4 64.27 –7.00 .8633 VanEckIntlHYBd IHY 5.0 24.61 –0.51 .1024 WisdTrUSSCDiv DES 3.5 24.01 –3.64 .06
iShMSCIPeru EPU 3.2 31.24 –3.33 .6657 MicroUSBigBk3X BNKU ... 41.61 –29.49 ... ProShrUltraUtil UPW .9 62.02 –19.13 .3618 SPDRS&PGlbInfr GII 3.7 50.60 –6.44 .8724 VanEckInvtGrFR FLTR 3.0 25.34 –0.11 .0525 WisdTrUSSCFd EES 1.6 31.37 –4.79 .1475
iShMSCIPhilippines EPHE .9 29.22 –2.78 .2371 MicroUSBigBk2X BNKZ ... 45.55 +13.36 ... ProShUltVIXST UVXY ... 22.92 +10.58 ... SPDRS&PGlbNatRes GNR 4.6 38.21 –4.91 .9578 VanEckIsrael ISRA 1.5 33.41 –3.77 .4849 WisdTrUSTotalDivFd DTD 2.8 93.47 –13.04 .30
iShMSCIPoland EPOL 3.1 17.07 –2.55 .4887 MicroUSBigBk2X BNKO ... 46.32 –21.59 ... ProShUltraYen YCL ... 56.41 +3.76 ... SPDRS&PHlthCareEqp XHE .1 79.98 –8.41 .0032 VanEckJPMEMLCBd EMLC 6.5 32.41 –0.90 .1672 WisdTrUSTMFd EXT 2.0 32.79 –4.51 .3374
iShMSCIRussia ERUS 8.6 36.31 –5.61 .6448 MicrUSBigOilInv YGRN ... 60.31 +9.72 ... ProShUltCommSvs UCOM ... 50.07 –20.00 ... SPDRS&PHlthCareSvs XHS 2.6 67.27 –9.91 .0548 VanEckJrGold GDXJ .5 36.05 –8.92 .1638 WisdTrYdEnhGlbAgg GLBY 3.9 27.18 –0.12 .0375
iShMSCISaudiArabia KSA 2.5 27.05 –1.95 .301 MicrUSBigOil3InLv NRGD ... 75.51 +31.73 ... ProShUltDow30 UDOW .9 87.60 –42.30 .2722 SPDRS&PInsurance KIE 2.0 31.75 –5.26 .1729 VanEckLowCarbon SMOG ... 74.94 –12.28 ... WisdTrYdUSAggBd AGGY 3.0 53.79 +0.23 .125
iShMSCISingapore EWS 5.2 21.83 –0.82 .6824 MicrUSBigOil3Lev NRGU ... 20.22 –16.49 ... ProShUltraProFin FINU 1.6 69.27 –42.17 .2705 SPDRS&PInternetETF XWEB .7 78.35 –11.64 .3462 VanEckMtgREIT MORT 7.8 22.63 –3.10 .6388 XtrkrsFTSEDevXus DEEF 4.2 25.71 –2.58 .2351
iShMSCISouthAfrica EZA 5.1 40.28 –5.30 1.3147 MicrUSBigOil2InLv NRGZ ... 69.17 +20.04 ... ProShUltMC400 UMDD .6 82.08 –44.19 .2201 SPDRS&PKenCleanPwr CNRG 1.1 47.80 –7.84 .1747 VanEckNDRCMGLg LFEQ 1.6 27.51 –3.62 .4348 XtrkrsHarvCSI300 ASHR 1.0 28.57 –0.84 .2899
iShMSCISthKorea EWY ... 54.96 –3.41 ... MicrUSBigOil2Lev NRGO ... 29.00 –10.93 ... ProShUltRus2000 URTY .3 58.18 –28.12 .1182 SPDRS&PKenFinalFr ROKT .8 33.55 –4.91 .0849 VanEckNatRscs HAP 3.2 30.82 –4.23 1.00 XtrkrsHarvCSI500 ASHS .6 28.33 –1.28 .1573
iShMSCISpain EWP 4.1 26.29 –2.74 .6781 MSCushMLPHI MLPY 15.3 3.69 –0.61 .1396 ProShUltS&P500 UPRO .5 53.39 –23.48 .101 SPDRS&PKenFut FITE .5 35.82 –5.48 .0555 VanEckOilRefin CRAK 1.8 22.75 –3.31 .4134 XtrkrsHiBetHYBd HYUP 7.0 47.59 –1.60 .2756
iShMSCISweden EWD 4.5 30.38 –3.21 .9489 MSMrkVecRnmnbi CNY ... 43.43 –0.29 ... ProShUltShCmSvs SCOM 1.2 23.79 +6.28 .0204 SPDRS&PKenInt SIMS 1.4 29.46 –3.55 .248 VanEckOilSvcs OIH 3.2 8.98 –1.83 .2905 XtrkIntlRealEst HAUZ 4.0 26.98 –2.66 .2465
iShMSCISwitz EWL 2.0 37.88 –4.05 .7499 MSMktVectRupee INR ... 65.00 –2.50 ... ProShUltShtDow30 SDOW 1.6 51.30 +15.50 .142 SPDRS&PKenNewEc KOMP .9 34.10 –4.79 .1117 VanEckPfdSecsxFin PFXF 5.5 19.30 –1.20 .0498 XtrkrsJpnJPXNik400 JPN 2.7 25.62 –1.80 .3648
iShMSCITaiwan EWT ... 37.42 –1.78 ... NationwideMaxDivEM MXDE 1.4 20.92 –1.72 .3014 ProShUltraProShFnl FINZ 1.0 6.32 +2.18 .0106 SPDRS&PKenSmart HAIL 1.3 28.10 –4.68 .0371 VanEckRareEarth REMX 2.0 10.98 –1.90 .2147 XtrrsLowBetHYBd HYDW 4.6 49.98 –0.69 .1856
iShMSCIThailand THD 3.0 70.30 –7.37 .0608 NationwideMaxDivUS MXDU 1.8 28.59 –3.86 .5206 ProShShtMC400 SMDD 1.1 8.78 +2.84 .0139 SPDRS&PNAmNatlRscs NANR 2.4 28.05 –4.24 .2825 VanEckRealAsset RAAX 2.6 23.21 –2.82 .6087 XtrkACWIxUSESGLd ACSG 3.5 25.38 –2.33 .4749
iShMSCIUSAESGSelct SUSA 1.6 124.48 –15.15 .5313 NationRiskBaseIntl RBIN 2.9 23.70 –2.07 .6829 ProShShtRus2000 SRTY 1.5 24.94 +7.55 .1017 SPDRS&POil&GasEq XES 2.2 5.37 –1.08 .0479 VanEckSteel SLX 3.3 29.32 –4.51 .9715 XtrkrsMSCIAllChina CN 4.3 33.40 –1.36 1.4423
iShMSCIUSAEqWeight EUSA 1.7 57.65 –7.97 .3187 NationRiskBasedUS RBUS 2.0 28.06 –3.78 .563 ProShUltS&P500 SPXU 1.7 25.14 +7.18 .1116 SPDRS&PRegionalBkg KRE 2.7 47.51 –8.14 .3648 VanEckUnOil&Gas FRAK 2.5 7.93 –1.67 .20 XtrkrsMSCIAWxUS HDAW 4.5 23.10 –2.30 .2159
iShMSCIUK EWU 4.8 29.30 –3.40 .5988 NationRiskMgd NUSI 8.2 24.32 –1.62 .1644 ProShUltShrt20YTr TTT 2.9 10.74 –1.76 .0845 SPDRS&PSft&Svs XSW .1 99.00 –10.77 .0432 VanEckUranium NLR 2.5 46.42 –5.38 1.1787 XtrkrsMSCIAWxUS DBAW 3.2 26.46 –2.78 .3967
iShMSCIWorldETF URTH 2.4 89.67 –11.22 1.2137 NatixisShrtDur LSST 2.6 25.51 +0.11 .0486 ProShUlt3xCrudeOil OILU ... 8.24 –5.47 ... SPDRS&PTechHardwr XTH .8 71.43 –10.01 .1956 VangdCnsmrDiscr VCR 1.3 177.23 –24.12 .7489 XtrkMChinaAIncl ASHX .8 20.52 –0.82 .3737
iShMorningstarLC JKD 2.4 169.17 –22.46 .7937 NatixisSeeyondIntl MVIN 5.5 41.13 –3.37 1.5161 ProShUlt3xShCrude OILD ... 23.92 +8.72 ... SPDRS&PTelecom XTL 1.0 65.75 –7.39 .1472 VangdCnsmrStpls VDC 2.7 147.34 –17.19 1.0621 XtrkESGLeaders EASG 3.3 24.09 –2.53 .3024
iShMornLCGrowth JKE .6 205.30 –24.48 .1443 NoShoreGlUran URNM ... 22.03 –2.42 ... ProShUltShtAUD CROC ... 63.55 +0.88 ... SPDRS&PTransport XTN 1.4 55.30 –11.20 .1529 VangdExtMkt VXF 1.4 115.57 –15.66 .6617 XtrkrsMSCIHiDiv HDEF 4.7 21.88 –2.18 .1789
iShMornLCValue JKF 3.1 102.09 –13.74 .8949 NuvESGHYCorpBd NUHY 5.4 24.88 –0.53 .1026 ProShUSBscMtls SMN .5 31.93 +7.75 .0206 SPDRSSGAFxScRt FISR 3.8 31.68 +0.18 .0685 VangdInfoTech VGT 1.2 235.65 –29.03 .6513 XtrkrsMSCIEAFE DBEF 3.3 30.60 –3.59 .3446
iShMorningstarMC JKG 1.5 188.61 –27.32 .727 NuvESGUSAggBd NUBD 2.5 26.45 +0.34 .0409 ProShUltBloomCrd SCO ... 21.27 +5.67 ... SPDRGenderDivers SHE 2.1 69.95 –9.59 .411 VangdMatrls VAW 2.3 114.09 –16.61 .6904 XtrkrsMSCIEMESG EMSG 3.9 24.87 –1.67 .7681
iShMornMCGrowth JKH .3 250.58 –29.81 .3969 NuvEnhYd1-5Y NUSA 2.7 25.29 +0.14 .0494 ProShUltShBlmGas KOLD ... 61.96 +12.37 ... SPDR US LC Low Vol LGLV 2.0 106.62 –13.76 .5208 VangdSC Grwth VBK .6 184.69 –22.64 .449 XtrkrsMSCIEM DBEM 2.8 21.98 –1.40 .1808
iShMorningstarSC JKJ 1.4 164.50 –24.00 .586 NuvEnhYdUSAgg NUAG 3.3 25.37 +0.12 .0262 ProShUltShCmSvs YCOM 2.1 29.03 +5.19 .045 SPDR SSGA US XLSR 1.4 31.37 –4.13 .1159 VangdSC Val VBR 2.4 118.97 –17.50 1.0157 XtrkrsMSCIEurope DBEU 3.0 28.44 –3.32 .2428
iShMornSCGrowth JKK .3 198.76 –24.25 .2491 OShsFTSEEurQltyDiv OEUR 4.0 23.06 –2.54 .02 ProShUSCnsmrGd SZK 1.5 12.64 +2.76 .028 SPDR US SC LowVol SMLV 3.0 88.01 –11.07 .6335 VangdCommSvcs VOX .9 89.19 –9.58 .2821 XtrkrsMSCIEurozone DBEZ 3.1 30.33 –3.83 .1662
iShMornSCValue JKL 2.8 122.36 –19.72 .8534 OShRussSC Qu OUSM 2.4 26.08 –3.68 .0496 ProShUSCnsmrSvc SCC 2.3 15.21 +3.33 .0438 SPDRSolactCda ZCAN 2.8 57.36 –6.61 .6064 VangdDivApp VIG 1.9 114.91 –14.49 .5985 XtrkrsMSCIGermany DBGR 2.3 25.91 –3.42 .0096
iShNatlMuniBd MUB 2.3 116.71 +0.38 .2173 OShFTSEUSQual OUSA 2.6 32.75 –4.15 .0902 ProShUltDow30 DXD 1.4 27.77 +6.11 .099 SPDRSolactGermany ZDEU 2.9 53.30 –5.94 ... VangdEnergy VDE 4.6 61.13 –11.23 .1406 XtrkrsMSCIJapan DBJP 2.9 38.01 –3.94 1.09
iShNewYorkMuniBd NYF 2.1 58.30 +0.21 .0967 OShGlbInternet OGIG ... 27.09 –2.33 ... ProShUltShEuro EUO ... 27.76 –1.04 ... SPDRSolactHK ZHOK 2.9 60.27 –1.91 .7535 VangdExDurTreas EDV 2.1 155.20 +8.30 2.1096 XtrkMSCILatAmPac PACA 3.2 21.66 –2.41 .2588
iShResRealEst REZ 3.0 72.32 –9.52 .6348 OpusSCValue OSCV 2.0 23.84 –3.64 .1622 ProShUltChina50 FXP 1.1 60.18 +3.29 .1092 SPDRSolactJpn ZJPN 2.6 69.80 –4.99 .7168 VangdAWxUSSC VSS 3.7 98.59 –9.77 2.15 XtrkUSAESGLdrs USSG 1.3 27.24 –3.50 .1281
iShRobotics&AI IRBO .7 25.76 –2.47 .1155 OverlayCoreBd OVB 1.6 25.29 –0.51 .0432 ProShrUltShFTSEEur EPV .9 32.16 +5.96 .0705 SPDRSolactUK ZGBR 5.3 44.77 –5.41 1.2589 VangdFTSEDevMk VEA 3.4 39.47 –3.84 .4399 XtrkrsMuniInfra RVNU 2.6 29.29 +0.27 .0946
iShRussell1000Gwth IWF 1.0 167.97 –20.13 .4298 OverlayFgnEqu OVF 4.4 22.77 –2.80 .4999 ProShUltShFin SKF 1.0 16.96 +4.05 .0426 SPDRSSgAGlbAll GAL 3.2 37.18 –3.33 .4657 VangdFTSE EM VWO 3.5 40.52 –2.70 .5591 XtrkrsRussell1000 DEUS 1.8 32.41 –4.66 .1729
iShRussell1000 IWB 1.9 164.23 –21.16 .8356 OverlayLCEq OVL 1.6 24.77 –3.60 .0408 ProShUltShGold GLL ... 49.03 +3.52 ... SPDRSSgAIncmAllctn INKM 4.5 33.01 –2.06 .4927 VangdFTSE Europe VGK 3.7 52.27 –5.78 .3313 XtrkRuss1000USQu QARP 2.1 27.06 –3.57 .1933
iShRussell1000Val IWD 2.6 121.15 –16.41 .8235 OverlayMuniBd OVM 1.6 25.18 –0.68 .1015 ProShrUSHlthCr RXD 1.4 20.62 +4.13 .0515 SPDRSSgAMultiAsset RLY 3.9 22.73 –2.08 .4652 VangdFTSE Pac VPL 3.2 62.10 –4.55 1.0691 XtrkS&P500ESG SNPE 1.7 25.48 –3.54 .1338
iShRussell2000Gwth IWO .8 197.03 –25.16 .39 OverlaySCEq OVS 1.6 22.66 –4.66 .0907 ProShrUSInd SIJ 1.2 13.29 +2.96 .038 SPDRSSgAUltraShrt ULST 2.5 40.48 –0.02 .0753 VangdFinls VFH 2.5 66.11 –10.40 .4643 XtrkrsShDurHYBd SHYL 6.0 48.03 –0.98 .2264
iShRussell2000 IWM 1.4 146.33 –20.77 .5437 PGIMActHYBd PHYL 6.5 40.28 –0.98 .6227 ProShUltra7-10 PST 2.1 16.85 –0.92 .0966 SPFdsDJGlbSukuk SPSK ... 20.20 –0.06 ... VangdFTSEAWxUS VEU 3.4 48.49 –4.30 .5814 XtrkrsUSDHYCorpBd HYLB 5.8 49.13 –1.47 .2464
Complete FOREIGN EXCHANGE LIST: Page M34 Foreign Markets Key Cross Rates $1=€0.9069, ¥108.09, £.7803
Europe GLOBAL STOCK MARKETS Asia

Scrubbed: Fleeing the virus, Europe’s Stoxx 600 In Local Currencies In U.S. Dollars1 No Entry: To contain the virus, Japan closed
index fell 12.7%, in its worst week since 2008. Week's Week's schools and Saudi Arabia banned Mecca pilgrims.
Index % Chg. 2/28 52-wk Range % Chg. 2/28 52-wk Range
-12.21% S&P Europe BMI The World –11.1 1646.2 1874.3– 1568.9 –10.9 2141.1 2435.0– 2045.1 -7.54% S&P Pan Asia BMI
E.A.F.E.2 –10.5 1078.1 1219.1– 1068.5 –9.6 1809.7 2057.7– 1797.3
-9.95 Finland Australia –9.7 1292.8 1434.7– 1228.1 –12.2 744.4 872.8– 744.4 -3.59 Taiwan
Austria –11.3 480.4 603.9– 480.4 –10.2 997.1 1286.9– 997.1
-10.54 Denmark Belgium –17.4 899.8 1169.3– 899.8 –16.4 1225.1 1602.7– 1225.1 -3.61 Hong Kong
Canada –8.7 2061.2 2271.5– 2028.1 –10.1 1660.3 1856.1– 1638.3
-10.87 Norway Denmark –10.5 9288.1 10485.5– 8135.2 –9.4 10239.9 11367.5– 9095.2 -4.34 China
Finland –9.5 673.9 766.4– 662.2 –8.4 491.0 566.6– 490.6
-11.13 U.K. France –11.6 1928.9 2210.8– 1879.7 –10.5 1790.9 2055.9– 1768.3 -4.35 Malaysia
Germany –12.0 908.0 1048.0– 872.7 –10.9 1865.8 2153.2– 1813.4
-11.15 Spain Greece –18.7 46.7 62.2– 46.7 –17.7 19.0 25.8– 19.0 -5.85 Singapore
Hong Kong –3.4 15636.4 18576.5– 15213.3 –3.5 11146.1 13153.7– 10781.4
-11.19 Italy Ireland –10.8 223.4 251.4– 196.4 –9.7 187.2 214.6– 166.5 -7.42 India
Italy –10.9 724.7 835.4– 668.8 –9.8 257.0 291.1– 240.6
-11.27 Switzerland Japan –9.5 921.0 1053.1– 892.9 –6.3 3079.0 3462.4– 2999.7 -7.47 New Zealand
Netherlands –12.3 1737.8 2022.8– 1619.6 –11.3 3136.1 3616.3– 2982.7
-11.49 Sweden New Zealand –6.2 182.0 194.0– 142.9 –8.3 171.4 186.9– 148.6 -7.70 Philippines
Norway –10.2 2687.4 3077.5– 2687.4 –12.0 2026.6 2582.7– 2026.6
-11.58 France Portugal3 –12.4 97.9 113.1– 85.1 –11.3 70.5 80.0– 62.0 -7.89 Indonesia
Singapore –5.0 1607.9 1798.0– 1607.9 –4.8 3544.1 4060.9– 3544.1
-12.07 Germany Spain –11.5 844.3 974.0– 830.3 –10.4 390.2 442.2– 388.4 -8.26 South Korea
Sweden –10.9 13280.1 15073.5– 11937.5 –10.6 7085.3 8070.5– 6404.4
-12.34 Netherlands Switzerland –11.3 1323.7 1511.4– 1244.2 –10.4 5873.0 6600.7– 5302.4 -9.77 Japan
U.K. –11.1 1879.1 2211.0– 1879.1 –12.3 1000.2 1196.0– 1000.2
-16.30 Belgium U.S.A. –11.6 2822.4 3236.7– 2615.0 –11.6 2822.4 3236.7– 2615.0 -9.78 Australia
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-18.91 Greece -10.25 Thailand
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 02/28/20 % Chg. 02/28/20 % Chg. 12/31/19 12/31/19 12/31/19
Amsterdam AEX 539.38 –12.63 –65.20–10.78 Mexico City IPC 41324 –7.76 –2216.71 –5.09 Americas 321.86 — 11.53 352.84 — 30.99 — 8.78
Brazil 1048.02 — 8.48 260.82 — 11.04 321.59 — 60.78 — 18.90
Athens General 720.35 –19.34 –196.32–21.42 Milan FTSE All Share 24767 –7.98 –861.72 –3.36 Canada 495.89 — 8.95 469.52 — 10.30 512.59 — 43.07 — 8.40
Chile 297.83 — 8.98 159.20 — 10.44 197.06 — 37.85 — 19.21
Bangkok SET 1340.52 –10.34 –239.32–15.15 Moscow RTS 1299.69 –14.76 –249.23–16.09 Mexico 691.19 — 7.56 282.07 — 11.56 310.96 — 28.88 — 9.29
U.S. 30203.72 — 11.60 30203.72 — 11.60 33035.38 — 2831.66 — 8.57

Bombay Sensex 38297 –6.98 –2956.45 –7.17 Oslo Composite 912.79 –11.05 –119.45–11.57 Latin America 253.33 — 11.01 304.77 — 51.44 — 16.88
Europe 360.00 — 11.13 408.14 — 48.14 — 11.80
Brussels Bel-20 3488.60 –14.46 –467.23–11.81 Paris CAC 5309.90 –11.94 –668.16–11.18 Austria 281.60 — 11.79 256.75 — 10.71 299.44 — 42.69 — 14.26
Belgium 334.32 — 16.30 304.81 — 15.28 368.41 — 63.59 — 17.26
Santiago Selective 3036.99 –5.94 –298.87 –8.96 Denmark 1832.72 — 10.54 1689.32 — 9.54 1769.38 — 80.06 — 4.52
Buenos Aires Merval 34973 –9.40 –6698.23–16.07
Finland 1360.42 — 9.95 1240.36 — 8.85 1329.35 — 89.00 — 6.69
Sao Paulo Bovespa 104171 –8.37 –11473 –9.92 France 397.53 — 11.58 362.45 — 10.50 412.89 — 50.44 — 12.22
Copenhagen OMX 20 1157.51 –7.54 +21.72 +1.91
Germany 438.08 — 12.07 399.42 — 11.00 455.73 — 56.31 — 12.36
Seoul Composite 1987.01 –8.13 –210.66 –9.59 Greece 17.46 — 18.91 17.42 — 17.92 23.73 — 6.31 — 26.60
Dublin ISEQ 6569.60 –9.26 –613.81 –8.54
Ireland 639.39 — 11.61 582.96 — 10.53 665.38 — 82.42 — 12.39
Shanghai Composite 2880.30 –5.24 –169.82 –5.57 Italy 217.47 — 11.19 198.28 — 10.11 217.35 — 19.07 — 8.77
EURO STOXX SXXE 365.18 –11.95 –38.76 –9.60
Netherlands 613.66 — 12.34 559.50 — 11.27 624.39 — 64.89 — 10.39
Shenzhen B Share Idx 922.07 –3.94 –39.55 –4.11 Norway 555.07 — 10.87 411.09 — 12.52 500.64 — 89.56 — 17.89
EURO STOXX 50 SXSE 3329.49 –12.39 –415.66–11.10
Portugal 63.12 — 12.39 62.99 — 11.32 68.24 — 5.25 — 7.69
Singapore FTSE STI 3011.08 –5.34 –211.75 –6.57 Russia 2095.89 — 10.87 243.28 — 14.20 290.94 — 47.66 — 16.38
Frankfurt DAX 11890 –12.44 –1358.66–10.25 Spain 395.13 — 11.15 360.26 — 10.07 399.59 — 39.33 — 9.84
Stockholm OMXS 640.58 –11.72 –40.23 –5.91 Sweden 1221.52 — 11.49 893.77 — 11.20 982.90 — 89.13 — 9.07
Helsinki OMHX 9447.44 –9.92 –427.21 –4.33 Switzerland 577.89 — 11.27 871.23 — 10.32 940.04 — 68.80 — 7.32
STOXX Europe 50 SXSP 3060.01 –12.33 –343.02–10.08 United Kingdom 267.13 — 11.13 225.96 — 12.41 267.99 — 42.03 — 15.68
Hong Kong Hang Seng 26129 –4.32 –2059.82 –7.31 South Africa 801.01 — 11.21 248.27 — 15.38 316.49 — 68.22 — 21.56
STOXX Europe 600 SXXP 375.65 –12.25 –40.19 –9.66 Pacific Region 216.47 — 6.65 238.86 — 22.38 — 9.37
Istanbul IMKB 105993 –9.27 –8431.31 –7.37 Australia 459.38 — 9.78 430.00 — 12.28 485.26 — 55.26 — 11.39
Sydney S&P/ASX 200 6441.20 –9.77 –242.87 –3.63
China 469.77 — 4.34 567.52 — 4.26 590.76 — 23.24 — 3.93
Jakarta Composite 5452.70 –7.30 –846.84–13.44 Hong Kong 452.79 — 3.61 450.57 — 3.67 477.15 — 26.58 — 5.57
Taipel Weighted 11292 –3.37 –704.97 –5.88
India 1062.08 — 7.42 578.04 — 8.09 624.41 — 46.37 — 7.43
Johannesburg All Share 51038 –10.98 –6045.92–10.59 Japan 118.72 — 9.77 137.43 — 6.56 155.29 — 17.86 — 11.50
Tel Aviv 125 Index 1542.55 –7.46 –74.15 –4.59
Malaysia 227.38 — 4.35 141.20 — 4.87 156.90 — 15.70 — 10.01
Kuala Lumpur Composite 1482.64 –3.17 –106.13 –6.68 New Zealand 372.10 — 7.47 449.45 — 9.54 494.63 — 45.18 — 9.13
Tokyo Nikkei-225 21142 –9.59 –2513.66–10.63
Philippines 344.77 — 7.70 269.86 — 7.75 313.51 — 43.65 — 13.92
LISBON PSI 3280.84 –10.90 –84.41 –2.51 Singapore 173.31 — 5.85 203.65 — 5.68 224.34 — 20.69 — 9.22
Toronto S&P/TSX 16263 –8.86 –800.38 –4.69
South Korea 763.52 — 8.26 1065.65 — 8.66 1222.99 — 157.34 — 12.87
London FTSE - 100 6580.61 –11.12 –961.83–12.75 Taiwan 111.89 — 3.59 120.66 — 3.32 129.43 — 8.77 — 6.77
Vienna ATX 2787.39 –11.49 –399.55–12.54
Thailand 300.72 — 10.25 458.16 — 10.00 567.16 — 108.99 — 19.22
Euro Zone 131.46 — 10.81 148.72 — 17.26 — 11.61
Madrid IBEX 35 8723.22 –11.76 –825.98 –8.65 Wellington S&P/NZX 50 11261 –6.73 –230.74 –2.01
Europe Developed (ex U.K.) 465.96 — 10.70 520.07 — 54.11 — 10.40
Europe (Nordic) 919.08 — 10.51 1005.63 — 86.56 — 8.61
Manila Composite 6787.91 –7.90 –1027.35–13.15 Zurich Swiss 9831.03 –11.52 –785.91 –7.40
Pacific (ex. Japan) 295.96 — 6.70 321.74 — 25.78 — 8.01
World (ex US) 191.68 — 9.03 214.75 — 23.07 — 10.74
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 252.78 — 10.44 279.60 — 26.82 — 9.59
that of the week of publication. GLOBAL DOW 2895.72 — 10.60 3251.24 — 355.52 — 10.93
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.
Heritage n 19.67 NA NA NA BrandesInstIE I 15.11 NA NA NA AcornIntl I n 30.41 -2.85 -11.2 20.5
A IncGro n
InfAdjBd n
35.55
11.97
NA
0.08
NA
3.1
NA
10.3 Gloves and Masks: After a month of rising cash inflows, equity funds caught the Covid-19
Bridge Builder Trust:
CoreBond 10.77 0.11 3.6 16.9
AltBeta I
Balanced I
7.27
41.98
-0.15
-2.88
-1.1
-3.5
-19.4
23.1
AAM: InfProBd n 10.29 NA NA NA CorePlusBond 10.46 0.08 3.1 15.4 ConSec I n 22.14 -1.66 -0.4 37.6
B&GIncGroClI 18.06 -2.43 -8.8 27.6 Intl Gr n 11.89 NA NA NA virus—which reduced the trailing month’s average weekly inflow to $430 million. Taxable- Intl Eq 10.92 -0.95 -8.9 17.3 ContCore I 24.85 -3.04 -7.7 28.3
AB Funds: IntlOppt n 9.89 NA NA NA LargeCapGrowth 15.08 -1.77 -4.7 48.7 CorpIncm I 10.97 -0.01 2.5 19.0
AlBeGblBndFdClZ p 8.67 0.01 2.4 13.3 IntTF n 11.89 NA NA NA LargeCapValue 12.19 -1.66 -11.0 17.6 DivIncom I 22.14 -2.80 -9.4 27.5
AllMktRtrn1 7.79 NA NA NA LgComVal n 9.88 NA NA NA bond fund average inflows slipped a bit, to $13.2 billion, while muni-bond fund flows MunicipalBond 10.78 0.06 2.4 14.3 DivOppty tn 7.92 -1.03 -11.8 13.7
CapFdInc.LCapGow 60.44 -6.00 -4.1 60.0 MdCapVal n 15.38 NA NA NA S/MCapGrowth 13.49 NA NA NA FlexCap n 12.64 -1.13 -6.9 16.2
DiscovValFd 16.71 -2.60 -15.1 -4.0 OneChAgg n 14.91 -1.34 -6.0 21.7 stayed even, at $3 billion. Money-market fund outflows reversed, lifting the weekly flow to S/MCapValue 10.81 -1.52 -12.5 4.5 GlbTechGw I 40.19 -4.31 -2.5 77.4
IntDurInstl 15.82 0.16 3.6 15.5 OneChCon n 13.38 -0.63 -2.7 16.0 Bridgeway Funds: HYMuni I 11.17 0.12 4.1 21.9
IntlStraEquPtZ 11.24 -1.07 -9.3 13.1 OneChMod n 14.91 -1.03 -4.5 18.9 a positive $940 million. Before the bug, equity funds had reduced January’s outflow to $39 BluChip n 13.45 -1.74 -9.9 32.1 IntmMunBd I 10.78 0.06 2.6 13.9
MuniIncmShares 12.56 0.10 4.3 26.1 OneChoice2025 n 13.90 -0.75 -3.3 17.2 Brown Advisory Funds: LgCapGr 12.50 -1.35 -3.8 51.2
MuniInflStr1 10.33 -0.05 0.6 8.0 OneChoice2030 n 12.12 -0.73 -3.7 18.3 billion, from December’s $60 billion, says the Investment Company Institute. GrowEqInv n 25.11 -2.68 -3.2 71.6 LgCpGrow I n 43.63 -5.25 -4.7 47.6
AB Funds - A: OneChoice2035 n 15.04 -1.02 -4.4 19.1 GrwthEquityInst 25.46 -2.71 -3.2 72.4 LgCpIdx I n 47.44 -6.14 -8.3 31.8
BalWlthStrA p 15.26 NA NA NA OneChoice2045 n 15.59 -1.29 -5.5 21.1 SmCapGrInv n 21.29 -2.47 -3.7 38.7 MdCpIdx I n 14.00 -2.08 -11.9 9.4
GlobalBondA p 8.68 0.01 2.4 12.4 OneChoiceRet n 12.53 -0.60 -2.9 15.6 Equity Funds Municipal Bond Funds BrownSmCoInv n: MidCapGth I 24.25 -3.00 -5.9 38.0
GrowthA p 75.94 -8.02 -5.2 58.0 Real n 28.65 NA NA NA 6000 3080 BrownSmCoInv n 94.75 NA NA NA SelComunInfo tn 82.88 -9.77 -7.0 59.9
HighIncomeA p 8.20 NA NA NA Select n 76.62 NA NA NA Buffalo Funds: SelMdCpVal I p pn 9.80 -1.57 -13.6 7.8
LgCpGrA p 54.96 -5.47 -4.1 58.4 SmCpVal n 6.92 NA NA NA DiscFd n 22.97 -2.53 -5.2 38.1 SmCpIdx I n 20.47 -2.88 -13.2 8.6
MuCA A p 11.56 0.08 2.9 14.7 Sustain Equity n 29.88 NA NA NA StratInc I 5.91 -0.08 -0.2 14.1
1500 2790
NtlMuA p
RelatValA p
10.76 0.07
4.96 -0.60
3.2
-11.9
15.7
16.7
Ultra n
Value n
50.37
7.35
NA
NA
NA
NA
NA
NA C TaxEZ n
TotReBd I
14.06
9.50
0.15
0.09
3.9
3.5
18.8
16.5
SmCpGroA p 50.78 -5.72 -4.9 60.5 American Century R6: USGvtMtg tn 5.69 0.06 2.5 14.4
SmMdCpGrA p 10.42 -1.09 -1.9 51.3 EqInc 8.37 NA NA NA -3000 2500 Calamos Funds: USTrsIdx I 11.92 0.25 5.1 14.4
SustGlblThemGrA p 118.09 -11.47 -3.9 41.0 Growth 34.43 NA NA NA Gr&IncA p 32.12 -3.30 -6.8 25.6 Columbia Class I2:
AB Funds - ADV: MdCapVal 15.39 NA NA NA Gr&IncI 30.74 -3.16 -6.8 26.5 ContCore I2 25.31 -3.10 -7.7 28.7
OCP2025 10.57 -0.58 -3.4 18.2 GrowthA p 29.56 -3.40 -5.1 37.7
ConGroAdv 40.61 -4.98 -6.5 53.0
OCP2030 11.04 -0.66 -3.7 19.4
-7500 2210 MktNeutA p 13.33 -0.26 -1.1 9.9 DivIncom 22.50 -2.85 -9.5 27.8
GlbBd 8.67 0.01 2.4 13.3 MktNeutI 13.16 -0.26 -1.1 10.7 MidCapIndx 14.33 -2.12 -11.9 9.5
HiIncmAdv 8.21 NA NA NA American Century Y: SmCapIndx 20.98 -2.96 -13.2 8.6
IntlSmCapPtADV 9.88 -0.94 -11.9 6.8 IntTF 11.89 NA NA NS Calvert Investments: Columbia Class I3:
IntlStraEquPtADV 11.23 -1.06 -9.2 13.1 American Funds Cl A: -12000 1920 Bal A 33.86 -2.36 -3.3 25.8 Balanced I3 42.42 -2.91 -3.5 23.5
LgCpGrAdv 60.62 -6.03 -4.1 59.6 2010TarRetA p 10.94 NA NA NA Jan Feb Jan Feb Eq A p 52.60 -5.86 -4.7 62.6 ContCore I3 p 25.32 -3.10 -7.7 28.8
NationalPtf 10.76 0.07 3.2 16.5 2015TarRetA p 11.55 NA NA NA Carillon Eagle: DivIncom 22.54 -2.85 -9.4 28.0
SelectUSLgShrt 12.44 -0.87 -5.1 20.4 2020TarRetA p 12.60 NA NA NA MdCpGrA p 62.74 -7.23 -4.8 45.5 SelLgCpGr t 13.48 -1.45 -3.7 51.9
SmCapCorePortADV 10.23 -1.47 -13.0 0.8 2025TarRetA p 13.58 NA NA NA Money Market Funds Taxable Bond Funds Carillon Reams: STBond 10.07 0.03 1.3 8.3
SmMdCpGr 11.34 -1.19 -1.8 52.2 2030TarRetA p 14.49 NA NA NA CorePlBd I 33.41 0.25 3.1 15.4
SmMidCpValAdv 17.34 -2.70 -15.2 -4.3 2035TarRetA p 14.89 NA NA NA 16800 14300 UnconstrndBd I 12.07 -0.03 0.4 8.9 Columbia Funds:
UltShortBd Inst3 9.06 0.01 0.6 6.7
TxMgdWlthAppAdv 15.02 -1.69 -9.3 20.2 2040TarRetA p 15.22 NA NA NA Carillon Scout: Commerce Funds:
WlthApprStr 15.48 -1.74 -9.4 19.4 2045TarRetA p 15.48 NA NA NA Intl I 16.49 -1.76 -12.1 11.5 Bond n 20.97 0.18 3.6 16.0
AB Funds - C: 2050TarRetA p 15.19 NA NA NA MidCap I r 17.15 -2.30 -9.8 15.2 Community Capital Tr:
HighIncomeC p 8.29 NA NA NA AmcpA p 31.47 -3.41 -6.3 34.0 8700 11400 CausewayInst : CRAQualInvFd 10.85 0.09 2.3 9.9
LgCpGrC t 39.08 -3.89 -4.3 54.9 AMutlA p 39.71 -4.48 -8.8 22.2 CausewayInst 13.49 -1.49 -13.6 4.1 Credit Suisse Common:
AB Funds - I: BalA p 27.37 -1.84 -4.0 23.7 CausewayInv n: ComdtyRet r 4.18 NA NA NA
GlbBd 8.67 0.01 2.4 13.3 BondA p 13.54 0.19 3.8 14.3 CausewayInv n 13.39 -1.48 -13.7 3.5 Cullen Funds:
LgCpGroI 60.26 -5.99 -4.1 59.6 CapIBA p 59.35 -4.43 -6.3 12.9 600 8500 CGM Funds: HiDivEqI r 15.08 NA NA NA
SmCpGroI 56.51 -6.37 -4.9 61.7 CapWA p 20.52 0.12 1.3 13.0 Realty n 23.26 -3.73 -9.4 -6.0
CIBC Atlas:
Aberdeen Fds:
EmMktEqty Inst 14.63 -0.97 -8.7 14.1
CapWGrA
EupacA p
47.70
50.61
-4.91
-4.54
-8.8
-9.1
21.3
21.2 DispEq Inst
ClearBridge:
21.07 -2.63 -7.2 39.7 D
UltStMuniIncInst 10.04 0.00 0.1 3.8 FdInvA p 57.07 -6.70 -8.0 27.9
USSmCapEq Inst 31.58 -3.99 -8.4 11.7 GBalA p 32.61 -1.96 -5.0 15.6 -7500 5600 AggressGrowthA 160.48 NA NA NA Davenport:
Acadian Emerging Markets: GovtA p 14.32 0.30 4.0 10.9 Jan Feb Jan Feb AggressGrowthI 182.74 NA NA NA Davenport Core n 25.02 -3.09 -7.3 29.1
AcadnEm Inv n 18.41 -1.61 -11.2 5.5 GwthA p 48.89 -5.38 -4.4 40.2 AggressGrowthIS 185.13 NA NA NA EqOpp n 20.45 -2.23 -4.4 41.1
AIG Funds: HI TrA p 9.85 -0.28 -1.4 12.4 AllCapValueA 11.60 NA NA NA Val&Incm n 15.74 -2.08 -11.7 12.5
FDivStII t 14.79 -1.85 -14.0 4.3 HiInMuniA 16.92 0.15 3.4 22.3 The charts above show four-week moving averages of net cash flow in millions of dollars. Those below are for last month. AppreciationA 24.08 NA NA NA Davis Funds A:
AppreciationI 23.90 NA NA NA NYVen A 27.15 -3.12 -8.5 22.4
Akre Funds: ICAA p 36.06 -4.23 -8.9 20.8

AkreFocusInst 45.15 -4.52 -1.0 75.6 IncoA p 21.71 -1.75 -6.6 15.5 AppreciationIS 23.98 NA NA NA Davis Funds C & Y:
AkreFocusRtl 44.00 -4.41 -1.1 74.2 IntBdA p 13.76 0.19 2.6 8.7 DividendStrat1 n 23.26 NA NA NA NYVenY 27.91 -3.22 -8.5 23.3
Alger Funds A: IntlGrIncA p 32.42 -3.09 -10.4 17.4 Monthly Equity Cash Flow ($bils) Equity Portfolio Cash as % of Assets DividendStratA 23.23 NA NA NA Del Invest Instl:
CapApr 26.16 -2.93 -2.9 53.8 LtdTEBdA 16.12 0.08 1.8 9.6 DividendStratI 23.94 NA NA NA CorpBdI 6.25 NA NA NA
SpectraN 21.77 -2.46 -3.0 52.5 N PerA p 44.29 -4.96 -6.3 38.3
-5 3.3 LargeCapGrowthA 45.88 NA NA NA USGrw 22.67 -2.66 -3.0 44.2
Alger Funds Inst: NEcoA p 43.63 -4.30 -4.6 43.3 LargeCapGrowthI 51.31 NA NA NA Value 19.32 -2.83 -13.8 10.0
CapApprI 33.52 -3.74 -2.9 53.7 NwWrldA 64.95 -5.77 -7.9 27.3 LargeCapValueI 30.67 NA NA NA Delaware Invest A:
Allianz Fds Admin: SmCpA p 55.12 -5.35 -6.3 31.5 MidCapA 31.39 NA NA NA Diver Inc p 9.02 NA NA NA
RCMTechI 66.87 -5.41 2.3 84.9 STBFA p 10.08 0.10 1.5 6.1 -25 3.0 SmallCapGrowthA 32.59 NA NA NA GrEq A p 11.12 -1.40 -8.2 23.5
Allianz Funds A: STTxExBdA 10.26 0.02 1.0 5.8 SmallCapGrowthI 35.44 NA NA NA GroInA p 12.04 -1.77 -13.9 9.1
MidCpValA 27.46 -4.07 -10.6 14.6 TECAA p 18.54 0.14 3.1 16.8 SmallCapGrowthIS 35.96 NA NA NA OppA p 24.50 -3.66 -14.8 6.2
RCMGrowthA 49.89 -5.55 -3.2 50.4 TxExA p 13.70 0.11 3.2 16.5 SmallCapI 55.43 NA NA NA SmCpValA p 51.65 -8.07 -15.4 -3.7
RCMTech t 55.96 -4.53 2.2 82.9 WshA p 43.39 -5.57 -9.9 26.1 -45 2.7 Clipper: SMIDCapGrA p 25.23 -2.55 1.7 72.8
Amana Income: AMG Funds: ClipperFd n 113.56 -13.79 -7.5 18.8 TotRtA p 14.63 -1.34 -7.4 8.4
AmanaIncm n 47.80 -5.59 -9.5 23.6 RRDivAcValI 10.37 -1.45 -13.4 4.5 Cohen & Steers: TxExIncmA 9.62 NA NA NA
AmanaGrowth n: AMG Managers Funds: GlbRltyI 54.90 NA NA NA Deutsche DWS:
InstlRlty 44.18 -6.16 -5.8 24.2 CapGrth p 81.70 -9.69 -2.5 52.2
AmanaGrowth n 42.06 -4.24 -5.8 53.5 Brandywine I n 49.37 -6.19 -5.1 36.7
Amer Beacon Insti: DblLineCore+Bd I 10.91 NA NA NA -65 2.4 IntlRltyI r 12.27 NA NA NA CapGrth n 82.67 -9.81 -2.5 53.3
IntlInst 15.93 -1.71 -13.7 4.3 GWKMBd I 12.49 0.06 2.8 15.4 F M A M J J A S O N D J F M A M J J A S O N D J PrefSecIncmA 14.08 -0.51 -0.4 19.4 CoreEq n 26.03 -3.44 -8.0 30.6
LgCapinst 23.77 -3.44 -13.2 11.6 LoomisSaylesBd I 27.48 -0.17 1.8 16.6 PrefSecIncmC 13.99 -0.50 -0.6 17.1 EqDivA 50.84 -6.93 -14.8 20.0
LgCpVal Inst 23.36 -3.49 -13.9 4.6 LoomisSaylesBd N n 27.47 -0.17 1.7 16.1 BARRON'S • Lipper FMI; Investment Company Institute PrefSecIncnI 14.11 -0.51 -0.4 20.5 GblIncBldA 9.28 -0.57 -4.7 17.5
SmCpInst 20.56 -3.01 -15.5 -5.7 TSIntlSC I 14.42 -1.38 -11.3 13.1 RltyIncA p 15.68 -2.22 -5.7 22.4 GblGrwS n 34.80 -3.18 -7.3 19.8
Amer Beacon Inv: TSSmCapGrFd Z 17.55 -2.02 -4.6 44.5 RltyIncI 16.61 -2.35 -5.6 23.4 GNMA S n 13.92 0.09 1.3 9.6
LgCapInv 21.74 -3.15 -13.2 10.5 TSSmCpGrFd N n 16.87 -1.94 -4.6 43.6 RltyShs n 62.35 -8.73 -5.8 23.5 HiIncA 4.67 -0.14 -1.9 14.3
American Century A: YachtmanFocFd I 16.73 -1.50 -8.0 28.5 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Colorado BondShares: HiYldTx n 12.65 0.13 3.9 18.0
EqIncA p 8.35 NA NA NA YacktFocFd N n 16.78 -1.50 -8.1 27.9 ColoradoBdShs 9.33 0.02 1.6 19.2 IntTaxAMT n 12.12 0.08 2.7 13.1
American Century C: YacktmanFd I 18.71 -1.75 -8.6 24.0 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. Columbia Class A: MgdMuniA p 9.54 0.08 3.5 16.0
EqIncC p 8.34 NA NA NA Angel Oak Funds Trst: HiYInvA 7.63 -0.17 -1.0 15.7 AdvLgCapCore 16.24 -2.11 -7.6 29.0 GblRealRtY 15.11 NA NA NA AcornA t 10.79 -1.35 -7.9 29.9 MgdMuniS n 9.56 0.09 3.5 16.8
AglOkMtiStFdClA 11.11 NA NA NA AMTTEBd 4.28 0.05 4.1 20.2 S&P500S n 30.91 -4.00 -8.3 31.8
American Century G:
GlBond
InfAdjBd
10.48 NA
11.96 0.08
NA
3.1
NS
NS
AglOkMtiStFdClIn 11.09
AQR Funds:
NA NA NA B HiYldBd Inst 7.63
InflProtBdInst 11.07
-0.17
0.04
-1.0
2.3
16.7
10.5
BalCapFd
BasicVal
22.62
18.30
-1.64
-2.45
-3.7
-12.7
24.7
6.4
GblRESecY
GlbStkI
8.50
21.30
-1.03
-2.21
-6.4
-7.6
17.9
38.8 BalancedA t
BldrAggrsv
42.05
11.75
-2.89
-1.21
-3.6
-7.3
22.2
21.2
TechA
Diamond Hill Funds:
23.72 -2.79 -2.5 70.5
LgCapDefStyle I 21.97 -2.82 -7.7 36.1 Baird Funds: LDurBlk 9.68 0.01 0.9 8.4 CAInsMun 12.99 -0.01 1.6 16.1 GlFxIncI 22.47 0.00 2.2 13.8 BldrMod p 10.89 -0.66 -3.7 18.2 CorpCrI 11.45 -0.16 0.9 21.2
NT IntlGr 10.76 NA NA NA LowDurBdA 9.68 0.00 0.7 7.4 CapAppr 29.81 -3.29 -1.8 61.8 HYldI 6.01 -0.17 -2.1 13.1
NT MdCapVal 11.73 NA NA NA LgCapDefStyle R 21.94 -2.82 -7.7 36.4 AggBdInst 11.58 0.10 3.7 16.7 ContCoreA p 24.64 -3.02 -7.7 27.4 LgCapA p 25.58 -3.31 -11.4 18.3
NTDvBnd 11.26 NA NA NA LgCapMomStyle I 20.36 -2.53 -6.0 36.8 CorBdInst 11.91 0.08 3.5 17.3 LowDurI Inst 9.68 0.00 0.8 8.1 EqtyDivd 18.50 -2.29 -11.4 18.1 InstS&PStkIdx I 54.97 -7.11 -8.3 31.8 DisplCoreA p 10.86 -1.41 -9.0 27.5 LgCapI 25.76 -3.33 -11.3 19.3
NTEqGrp 10.15 NA NA NA LgCpMultiStyle R 15.59 -2.07 -9.4 17.8 IntBdInst 11.55 0.10 2.9 12.8 BlackRock Funds A: FloRateIncPorIns 9.88 -0.13 -0.8 10.4 Interm n 14.08 0.09 2.7 14.4 DivIncA t 22.10 -2.81 -9.5 26.5 LgCapY 25.79 -3.33 -11.3 19.8
NTGrwth 16.03 NA NA NA LngShrtEq I 10.11 -0.79 -8.8 -12.9 QualIntMunBdInst 11.98 0.05 2.3 11.5 AdvLCGrwA 15.86 -1.95 -4.4 42.7 GlblAlloc 18.66 -1.05 -3.5 15.2 IntlSmCpY 12.20 -1.26 -13.8 9.2 DivOpptyA 7.88 -1.01 -11.8 12.9 LongShortI 24.48 -2.03 -9.3 6.0
NTHeritage 11.36 NA NA NA MgdFutStr R 8.16 -0.29 -1.9 -11.3 ShtTBdInst 9.87 0.04 1.4 8.9 AdvLgCapCore p 15.59 -2.02 -7.6 28.0 GlobLg/ShrtCrIns 9.99 -0.04 0.6 8.5 IntlStkI 19.54 -1.52 -7.7 32.3 EqValA 11.89 -1.49 -10.7 18.5 SmMidCapI 19.53 -2.63 -14.3 0.8
NTHighInc 9.57 NA NA NS MgdFutStrI 8.14 -0.30 -2.0 -11.5 Baron Funds: BalCapFd 22.52 -1.64 -3.7 23.6 HlthScOp 63.30 -6.96 -7.0 43.5 IntlStkY 19.31 -1.50 -7.6 32.5 FocEqA t 17.67 -2.12 -4.8 46.3 Dimensional Fds:
NTIntlVal 8.16 NA NA NA MgdFutStrN 8.00 -0.29 -2.0 -12.2 Asset n 82.32 -9.65 -4.6 51.7 BasicVal 18.01 -2.41 -12.7 5.6 HYMuni 10.39 0.09 4.2 25.1 MunBd nr 12.29 0.11 3.3 16.7 Gbl Stgic Eq A p 14.10 -1.49 -8.1 26.9 2TGlFxd 9.94 0.00 0.3 5.8
NTLgVal 10.59 NA NA NA StylePremAlt I 7.80 -0.20 -4.3 -16.3 EmergingMkts n 13.81 -0.97 -6.2 17.2 CAInsMuni 12.98 0.00 1.5 15.3 iShMSCIIntldx 12.48 -1.17 -10.0 13.9 NewtonIntlEqY 19.19 -1.80 -9.7 11.1 GlobTech 41.68 -4.86 -6.5 59.4 5GlbFxdInc 10.81 0.02 0.7 8.0
Sustain Equity 30.02 NA NA NS StylePremAlt R 7.82 -0.20 -4.3 -16.1 Growth n 79.98 -11.00 -3.2 54.8 CapAppr 27.06 -3.00 -1.9 60.4 MdCpGrEq 29.63 -3.32 -1.7 68.2 NY Tax nr 15.42 0.13 3.2 14.7 HiYldBd 2.92 -0.09 -1.9 13.4 CAIntrTrmMuniBd 10.85 0.02 1.3 7.9
American Century I: Aquila Funds: Partners n 73.65 -15.82 6.7 84.1 EqtyDivd p 18.43 -2.28 -11.4 17.1 MultiAstIncome 10.77 -0.31 -1.3 15.2 ResrchGrA 14.68 -1.71 -3.4 43.9 IncmBldr t 12.13 -0.35 -1.0 15.8 CASTMuniBd 10.32 0.00 0.3 3.4
CaHYMu 11.34 NA NA NA HI TF A 11.60 0.05 1.9 8.5 SmallCap n 28.23 -3.47 -3.8 43.0 GlblAlloc p 18.54 -1.04 -3.5 14.3 NatlMuni 11.40 0.05 2.7 15.7 ResrchGrZ n 15.04 -1.75 -3.3 44.8 LgCpGrowA t 41.53 -5.01 -4.8 46.5 Cont 24.07 -2.44 -9.7 16.9
DivBnd 11.27 NA NA NA ArbitrageI : Baron Instl Shares: HlthScOp p 60.04 -6.60 -7.0 42.4 NYMUNIOPP 11.66 0.00 2.0 16.8 SelMgrSmCpGroY 23.83 -2.78 -6.9 32.6 LgCpIdx pn 47.14 -6.10 -8.3 30.8 DFARlEst 38.61 -5.40 -5.6 20.1
EmgMkt 11.48 NA NA NA ArbitrageI 13.35 -0.08 0.0 8.6 AssetInst 85.86 -10.06 -4.5 52.9 LgCp Focus Gr 4.55 -0.50 -1.3 59.3 ScTechOppInst 37.38 -3.23 2.2 104.9 SelMgrSmCpVaY 20.14 -2.82 -11.5 4.7 LgCpVl A 12.54 -1.76 -11.8 13.8 EmgMkt 26.06 -1.96 -10.7 11.6
EqInc 8.36 NA NA NA Ariel Investments: EmergingMktsInst 13.85 -0.96 -6.1 18.2 MdCpGrA 25.55 -2.87 -1.7 66.8 StratIncOpptyIns 10.02 -0.07 0.9 11.8 SmCpStk r Inv nr 24.81 -3.49 -13.2 7.6 LiGoBalA p 11.64 -0.95 -5.5 20.1 EmgMktSoCoEq 12.64 -0.96 -10.9 10.8
Growth 34.47 NA NA NA ApprecInv pn 39.32 -4.90 -11.9 2.3 GrowthInst 82.95 -11.40 -3.2 56.0 MultiAstIncome 10.75 -0.32 -1.4 14.4 StratMuniOppI 11.97 0.01 2.0 17.2 SmMidCpGrI 24.96 -2.79 -0.4 61.7 MdCpIndxA pn 14.08 -2.09 -11.9 8.7 EmgMktVa 24.80 -2.02 -13.6 0.5
IntTF 11.89 NA NA NA Ariel Inv pn 56.44 -7.49 -13.2 3.0 PartnersInst 75.57 -16.23 6.7 85.6 NatlMuni p 11.41 0.06 2.7 14.8 TotRet 12.22 0.03 2.8 15.4 StratValA r 32.60 -4.68 -13.5 7.5 MidCapGthA t 22.11 -2.74 -5.9 37.0 EmMktCorEq 19.40 -1.48 -10.9 8.5
MdCapVal 15.39 NA NA NA Artisan Funds: SmallCapInst 29.64 -3.63 -3.8 44.1 NYMUNIOPP 11.66 0.00 1.9 15.9 BlackRock Funds R: U.S.EqY 19.24 -2.34 -9.0 36.2 SelgComuInfoA 74.44 -8.78 -7.0 58.8 EmMktSmCp 18.59 -1.55 -10.8 2.6
OneChoice2025 13.90 -0.75 -3.3 17.9 GblOppInst 26.84 NA NA NA Bernstein Fds: ScTechOppA 34.54 -2.99 2.2 103.4 Equity Div p 18.61 -2.30 -11.5 16.0 WWGrA 50.02 -5.70 -7.5 36.9 SelMidCpValA 9.76 -1.57 -13.7 7.0 Fixd 10.31 -0.01 0.3 5.4
OneChoice2030 12.11 -0.73 -3.7 18.9 GblOppInv n 26.44 NA NA NA Ca Mu n 14.71 0.05 2.0 10.3 StratMuniOpp 11.96 0.01 2.0 16.4 GlblAlloc 17.56 -0.99 -3.5 13.2 BNY Mellon Funds Tru: SmCpIdxA pn 20.32 -2.87 -13.3 7.7 GblAll60 40Inst 17.81 -1.24 -5.9 14.7
OneChoice2035 15.05 -1.02 -4.4 19.7 Intl Inv n 30.85 NA NA NA DivrMuni n 14.85 0.07 2.2 11.0 StrtIncOpptyInvA 10.02 -0.07 0.9 10.9 BMO Funds: BondFd 13.37 0.10 3.5 15.3 StrAlloc 13.91 -0.73 -3.7 18.3 GlAll25 75Inst 13.49 -0.36 -1.9 10.9
American Century Ins: IntlInst 31.01 NA NA NA EmMkts n 26.36 -1.85 -8.2 9.0 TotRet 12.23 0.04 2.8 14.3 CorePlBdI 12.17 0.06 2.7 15.2 EmgMkts 10.44 -0.89 -9.7 16.2 StratIncA 6.02 -0.08 -0.3 13.4 GlEqInst 22.19 -2.76 -10.7 16.4
CAIntTf 12.38 NA NA NA IntlVal Inst 33.66 NA NA NA IntlPort 15.53 -1.45 -9.6 8.4 BlackRock Funds Blrk: IntrTaxFree I 11.76 0.08 2.9 15.0 IncomeStk 7.60 -1.12 -14.4 10.2 TaxEA 14.06 0.15 3.9 18.1 GlRESec 11.02 -1.35 -6.5 19.9
American Century Inv: IntlVal Inv n 33.59 NA NA NA IntmDur n 13.89 0.13 3.5 14.9 CapAppr 30.03 -3.32 -1.8 62.3 IntTxFY n 11.77 0.08 2.9 14.3 IntlFd 12.09 -1.20 -10.2 11.5 TotReBdA t 9.50 0.10 3.5 15.8 InfProtSec 12.44 0.10 3.2 12.4
Balanced n 18.48 NA NA NA MidCapInst 39.67 NA NA NA NY Mun n 14.43 0.06 2.1 10.4 BlackRock Funds C: UltrShtTxFrI 10.10 0.00 0.4 4.6 IntmBdFd 12.90 0.09 2.1 10.0 Columbia Class Adv: IntGvFxdInc 13.48 0.30 5.5 15.6
CaHYMu n 11.35 NA NA NA MidCapInv n 34.96 NA NA NA TxMgdIntl n 16.15 -1.52 -9.6 8.3 EqtyDivd t 17.59 -2.17 -11.5 14.7 BNY Mellon Funds: MCMultiStrM 16.88 -2.21 -8.0 22.8 ContCore p 25.33 -3.11 -7.7 28.3 IntlCoreEq 12.21 -1.23 -11.6 8.4
CAIntTF n 12.38 NA NA NA MidCapVal Inv n 16.57 NA NA NA BerwynFd: GlblAlloc t 16.51 -0.92 -3.6 11.8 Aprec pn 31.31 -3.89 -7.1 40.2 NtlIntmMuni 14.27 0.10 3.0 14.8 DivIncom 22.52 -2.86 -9.5 27.5 IntlREst 4.59 -0.41 -8.0 18.3
DivBnd n 11.26 NA NA NA SmCpInv n 33.19 NA NA NA BerwynIncm n 13.09 NA NA NA HlthScOp 51.85 -5.71 -7.1 39.3 CA AMTMuBdZ nr 15.47 0.13 3.2 15.1 NtlShTMuni 12.97 0.03 0.9 5.5 Columbia Class C: IntlSustCore1 9.91 -0.95 -10.2 14.6
EmgMkt nr 11.19 NA NA NA Ashmore Funds: BlackRock Funds: MultiAstIncome 10.74 -0.32 -1.6 11.8 Dr500In tn 46.12 -5.97 -8.4 30.7 Boston Trust Walden: Balanced 41.89 -2.88 -3.7 19.5 IntlVal 15.34 -1.53 -13.5 0.5
EqGro n 28.89 NA NA NA EmgMktTRInst 7.50 NA NA NA CoreBd Inst 10.15 0.05 2.9 15.0 BlackRock Funds III: Dreyf n 11.63 -1.41 -6.4 32.7 BostonBalanced 51.20 -5.00 -7.2 28.4 ContCore p 22.03 -2.70 -7.9 24.5 IntlVectorEq 10.65 -1.09 -12.8 4.6
EqInc n 8.35 NA NA NA Ave Maria Funds: CoreBd K 10.18 0.05 2.9 15.1 iShS&P500IdxK 351.06 -45.38 -8.3 32.5 DreyMid r Inv nr 28.71 -4.27 -12.0 8.6 Braddock Multi Strat: DivInc t 21.35 -2.71 -9.6 23.7 IntrLrgCpGroPor 12.71 -1.15 -8.4 21.3
GinnieMae n 10.60 NA NA NA Growth pn 35.44 -4.67 -6.7 49.4 CreStraInc Inst 10.33 -0.10 0.5 16.4 iShUSAggBdIdxK 10.74 0.11 3.7 15.5 DynTotRetY 15.81 -0.97 -4.4 7.9 Income Fund 10.49 -0.02 1.5 17.9 Columbia Class I: IntSmCo 16.52 -1.74 -12.6 7.6
Grwth n 33.76 NA NA NA RisingDivd n 16.49 -2.21 -11.7 19.4 HiYBlk 7.63 -0.18 -1.1 17.1 BlackRock Funds Inst: FloRtIncY 11.37 -0.19 -1.2 8.0 BrandesInstIE I : Acorn I n 13.55 -1.69 -7.8 30.8 IntSmVa 16.61 -1.78 -14.2 -3.5
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.
IntTermMuni 10.52 0.02 1.5 8.5 LowDurBdN n 10.06 NA NA NA FedMunULA pn 10.05 0.00 0.5 3.7 EqGrA p/r t 12.04 -1.33 -2.7 58.7 Free2055 n 12.70 -1.23 -8.1 21.8 OHMun n 12.70 0.10 3.0 16.2 Fed TF Adv 12.36 0.11 3.4 14.4 FoundFAlA p 13.25 NA NA NA
IntVaIII 13.12 -1.32 -13.5 1.0 ShillerEnhCAPEI 14.94 NA NA NA KaufmannA p 5.84 NA NA NA EqInA 25.57 -3.54 -12.4 8.1 Freedom2010 K 15.31 -0.48 -1.8 NS OTC n 12.31 -1.40 -3.8 62.3 FedIntAdv 12.41 0.08 2.3 10.9 FSmCoSer r 18.53 NA NA NA
ITExQual 11.65 0.08 4.1 20.3 ShillerEnhCAPEN n 14.92 NA NA NA KaufmnLCA p 27.05 NA NA NA FF2030A p 13.75 -0.97 -5.3 22.6 Freedom2015 K 12.50 -0.52 -2.8 NS OTC K 12.52 -1.42 -3.8 62.8 FlRtDAAdv t 8.19 NA NA NA GoldPrM A p 18.32 NA NA NA
Japan 20.71 -1.73 -16.6 -0.2 TotRetBdI 10.92 0.09 3.0 14.2 KaufmnSCA p 42.42 -4.48 -2.2 80.7 FltRateA r 9.29 -0.18 -1.6 9.1 Freedom2015 K6 12.47 -0.52 -2.8 NS OverseasK r 47.63 -4.20 -7.8 25.5 GrOpAdv p 41.91 NA NA NA GrOp B p 38.33 NA NA NA
LgCo 22.73 -2.94 -8.3 32.3 TotRetBdN n 10.91 0.09 2.9 13.4 MunStkAdvA p 12.83 -0.67 -2.8 12.6 GrOppA 86.74 -10.69 -2.3 92.1 Freedom2020 K 15.60 -0.79 -3.7 NS Ovrse n 47.75 -4.20 -7.8 25.1 Growth Adv t 106.18 NA NA NA Growth A p 105.95 NA NA NA
LgCpIntl 21.24 -2.03 -10.3 12.8 Driehaus Funds: StrValDivA p p 5.09 -0.62 -10.1 8.2 HiIncAdvA 10.96 -0.59 -3.8 14.0 Freedom2020K6 15.56 -0.79 -3.7 NS PAMun nr 11.70 0.10 3.2 16.9 HY TF Adv 10.50 0.09 3.4 16.4 LwDuToRt A 9.65 NA NA NA
SclCrEqInst 11.70 -1.16 -11.7 7.6 EmMktsGr n 36.40 -2.85 -7.9 28.8 Federated C: LevCoStA p 35.64 -5.67 -9.8 8.4 Freedom2025 K 13.67 -0.79 -4.4 NS PcBas nr 31.98 -2.01 -7.4 31.8 IncomeAdv 2.21 NA NA NA RisDv A p 64.33 NA NA NA
SelHdgGlFxd 9.64 0.00 0.6 8.5 Dupree Mutual Fds: StraValDivC p 5.11 -0.61 -10.0 6.1 NwInsghtA p 30.05 -3.49 -5.7 38.8 Freedom2025K6 13.65 -0.79 -4.3 NS PuritanK 21.99 -1.75 -3.3 27.1 RisDv Adv r 64.28 NA NA NA SmCpGr A p 20.03 NA NA NA
STExQual 10.86 0.00 0.6 7.9 KYTF n 8.09 0.06 3.1 14.8 Federated Funds: SmllCapA p 21.26 -2.77 -10.5 9.4 Freedom2030 K 16.83 -1.17 -5.4 NS Puritn n 22.01 -1.75 -3.3 26.8 SmCpGrAdv p 21.98 NA NA NA SmCpVal A p 42.46 NA NA NA
STGov 10.58 0.01 0.3 4.2 IntEq IS p 22.45 -2.28 -10.6 20.7 StkSelMC p 31.62 -4.48 -11.1 18.0 Freedom2030K6 16.80 -1.17 -5.5 NS RealE n 41.98 -6.13 -6.6 15.0 SmCpValAdv t 45.03 NA NA NA SmMCpGrA p 32.02 NA NA NA
STMuniBd
TAUSCoreEq2
10.19
18.02
-0.01
-2.45
0.3
-10.7
3.4
19.3 E KaufmnSCI
StockTrA
43.18
24.80
-4.55 -2.1 83.2
-3.55 -11.4 8.6
StrInA
TotalBdA p
12.22
11.19
-0.24
0.06
-0.2
3.0
12.8
14.5
Freedom2035 K
Freedom2035K6
13.99
13.97
-1.22
-1.21
-7.2
-7.2
NS
NS
RealEstInc nr 12.33
REInc n 11.06
-0.60
-0.36
-1.4
-0.6
20.6
21.7
StrInc Adv p
TtlRtnAdv
9.64
10.11
NA
NA
NA NA
NA NA
StrInc A p
TgtCon A p
9.63 NA NA NA
13.80 NA NA NA
TAWldexUSCr 9.93 -0.92 -11.4 8.2 Eaton Vance Class A: Federated Instl: Fidelity Advisor C: Freedom2040 K 9.73 -0.94 -8.0 NS SAIIntlMinVolInd 10.22 -0.81 -8.2 17.4 USGovAdv p 6.10 0.01 1.1 7.7 TtlRtn A p 10.04 NA NA NA
TM IntVa 13.15 -1.32 -13.3 1.1 AtlCpSMID p 29.79 -4.09 -11.1 33.3 BondIS 9.70 NA NA NA BalancC 21.27 -1.76 -4.1 22.6 Freedom2040K6 9.70 -0.94 -8.1 NS SAILTTreBdIdx 12.59 0.59 14.9 38.3 Utils Adv 22.02 NA NA NA FrankTemp/Franklin C:
TM US Sm 37.90 -5.44 -13.5 1.6 DivBldrA 14.44 -1.81 -7.2 31.6 FdFlRStIncIS 9.66 NA NA NA GrOppC p 73.06 -9.02 -2.4 87.8 Freedom2045 K 11.05 -1.07 -8.1 NS SAISm-MidCap500I 11.65 -1.58 -9.5 19.9 FrankTemp/Franklin A: CA TF C t 7.93 0.10 4.3 17.3
TM USTgtVal 29.83 -4.51 -15.8 -5.3 FloatRt 9.02 -0.12 -0.8 9.5 GloFinI 31.89 -2.92 -10.4 10.9 NwInsghtC t 25.27 -2.94 -5.8 35.7 Freedom2045K6 11.02 -1.07 -8.1 NS SAIUSMinVolIndFd 14.07 -1.75 -7.6 34.5 BAL A t 12.02 NA NA NA DynaTech C p 72.68 NA NA NA
TMMktwdVa 27.86 -4.15 -14.0 10.4 FltgRtAdvg p 10.53 -0.18 -1.1 11.3 GovUltra 9.90 NA NA NA StrInC t 12.19 -0.23 -0.3 10.3 Freedom2050 K 11.13 -1.07 -8.0 NS SAIUSQtyIdx 13.69 -1.63 -6.7 43.5 BalInv p 29.77 NA NA NA Fed TF C t 12.34 0.11 3.3 12.1
TMMttVa2 25.79 -3.85 -14.0 10.8 Inc Bos 5.50 -0.14 -1.8 12.2 InsHiYld r 9.71 NA NA NA Fidelity Advisor Fun: Freedom2050K6 11.11 -1.07 -8.0 NS SCEnhIdx n 11.31 -1.56 -13.5 -0.9 BioDis A p 143.88 NA NA NA Growth C t 96.07 NA NA NA
TMUSEq 31.75 -4.15 -8.6 30.2 LgCpVal 18.83 NA NA NA KaufmnLCIS 27.92 NA NA NA IntlGrwZ 14.82 -1.38 -6.9 35.2 Freedom2055 K 12.69 -1.22 -8.1 NS SmallCap nr 16.47 -1.99 -9.1 16.1 CoreAll A p 18.65 NA NA NA Income C t 2.26 NA NA NA
US CoreEq1 23.28 -3.14 -10.2 24.0 NatlMuniInc 10.46 0.11 3.9 18.6 KaufmnR r 5.85 NA NA NA Fidelity Advisor I: Freedom2055K6 12.67 -1.22 -8.1 NS SmCapDisc n 19.96 -2.60 -13.7 1.5 CvtSc A p 21.53 NA NA NA RisDv C t 63.03 NA NA NA
US CoreEq2 21.13 -2.88 -10.8 18.9 ShDurGovIncFd 8.11 0.03 0.8 6.0 MDTSmCIS 17.57 -2.42 -12.5 3.3 BalancI 21.91 -1.81 -3.9 26.3 Freedom2060 n 11.44 -1.10 -8.1 21.7 SmlCapO n 12.53 -1.64 -10.5 16.9 DynaTech A p 88.17 NA NA NA StrInc C p 9.63 NA NA NA
US Micro 18.44 -2.57 -15.0 1.6 ShDurStratIncFd 7.13 NA NA NA ShIntDurMuInst 10.43 0.02 1.2 7.1 BiotechI 28.25 -2.44 -4.7 26.5 FundK 48.23 -5.69 -4.9 40.6 SmlCpGrth nr 25.70 -3.10 -6.1 47.6 EqIn A p 24.47 NA NA NA Utils C t 21.69 NA NA NA
US Small 30.26 -4.36 -13.6 0.7 TMG1.0 n 1262.54 -160.36 -8.4 31.1 StraValDivIS 5.13 -0.61 -9.8 9.3 ConsvIncmMuni I 10.07 0.00 0.3 4.6 Idx2015InsPre 13.57 -0.56 -2.0 20.6 SmlCpGrth K6 13.94 -1.66 -5.9 NS FlRtDA A p 8.18 NA NA NA FrankTemp/Franklin R:
US SmCpVal 28.61 -4.26 -16.9 -10.5 TMG1.1 56.53 -7.19 -8.5 29.9 TtlRtnBdI 11.29 NA NA NA DivIntl 22.92 -2.14 -7.5 23.1 Idx2020InsPre 14.47 -0.74 -3.0 21.6 SmlCpVal nr 13.49 -1.78 -11.9 1.0
US TgdVal 19.36 -2.94 -16.5 -7.4 TMG1.2 25.41 -3.24 -8.5 29.3 UltraShortI 9.18 NA NA NA EqGrI 13.45 -1.48 -2.7 60.0 Idx2025InsPre 15.89 -0.93 -3.6 22.4 Srs1000ValIndRet 11.66 -1.63 -11.6 11.9
USLCpGr 21.39 -2.58 -7.7 41.1 WW Hlth Science p 11.39 -1.24 -8.0 31.5 FedMuniUl A 10.05 0.00 0.4 5.0 FAInvGrdI 8.45 0.08 3.6 16.1 Idx2030InsPre 16.31 -1.14 -4.6 24.5 SrsBlChGroRetail n 14.61 -1.82 -2.8 69.3
USLgVa
USLgVaIII
33.17
22.35
-4.96
-3.34
-14.2
-14.2
8.2
8.7 Eaton Vance Class C: Federated IS:
ShtlncIS 8.64 NA NA NA
FF2030
FF2040
13.83
14.12
-0.98
-1.39
-5.3
-7.9
23.5
23.3
Idx2035InsPre
Idx2040InsPre
17.22
16.92
-1.54
-1.68
-6.4
-7.3
25.1
24.6
SrsCommStrt 4.20
SrsEmrgMkt 18.88
-0.29
-1.42
-11.8
-8.5
-15.1
26.4
MUTUAL FUND INDICATORS
USSmCpGr 17.25 -2.52 -10.9 12.6 FltgRtAdvg p 10.51 -0.18 -1.1 9.6 Federated R6: FltRatel 9.27 -0.18 -1.5 9.9
Eaton Vance Class I: Idx2045InsPre 17.55 -1.74 -7.3 24.6 SrsGlobal 11.90 -1.06 -9.6 14.3 January 2020 Latest Preceding Year Ago
USSoCoreEq2 15.72 -2.16 -10.8 19.3 AtlCpSMID 33.42 -4.58 -11.1 34.3 FedInstHYBondL 9.72 NA NA NA GrOppI 94.38 -11.62 -2.2 93.7 Idx2050InsPre 17.58 -1.74 -7.3 24.5 SrsGroCoRetail 17.48 -2.04 -1.5 68.5
USSustCoreI 22.72 -3.02 -9.1 29.4 StrValL 5.13 -0.61 -9.9 9.4 HiIncAdvI 10.26 -0.56 -3.8 14.9 Idx2055InsPre 14.45 -1.43 -7.3 24.6 SrsIntlGrw 16.33 -1.51 -6.8 38.3 (Mil. $) Month Month Month
USVectorEq 16.94 -2.44 -13.5 5.5 FloatRtHiInc 8.63 NA NA NA TtlRtnBdL 11.28 NA NA NA HthCarI r 56.06 -7.00 -7.8 40.1
FltgRt 8.73 -0.11 -0.7 10.6 Idx2055Investor 14.43 -1.43 -7.3 24.4 SrsIntlSmCp 15.53 -1.35 -10.3 27.7 Total Long-Term Sales 383,587 r422,281 365,241
WexUSGov 10.70 0.10 4.5 20.2 GblMacAbR 8.82 NA NA NA Fidelity: IntlGr 14.81 -1.37 -6.8 34.8 Income n 11.70 -0.16 -0.1 14.9 SrsIntlVal 8.75 -0.90 -11.6 4.0
WrdEXUSTARGETVAL 11.28 -1.15 -13.9 -2.1 500IdxInstPrem n 102.76 -13.28 -8.3 32.6 IntlSmCp 25.13 -2.02 -11.1 13.8 Income K 11.68 -0.16 -0.1 NS SrsSmCapDiscRet 10.16 -1.28 -12.7 9.2 Redemptions 357,635 r336,838 333,141
Dodge & Cox: IncBos 5.50 -0.15 -1.7 13.1 Contrafund K6 13.88 -1.58 -4.1 NS LmtdTrmBdFd 11.84 0.07 1.8 10.0 Liquid Assets 762,417 r739,652 745,187
LgCpVal 18.92 NA NA NA Fidelity Invest: STBF n 8.79 0.05 1.3 7.8
Balanced n 94.36 -8.78 -7.1 14.7 NatlMuniInc 10.46 0.11 4.0 19.4 EmgMktIdxInstPre n 9.96 -0.70 -9.3 15.8 MuniIncI r 10.89 0.06 2.6 14.3 AdvSrsGroOpport 12.66 -1.55 -2.2 99.1 StkSelSmCp n 23.02 -2.92 -9.7 17.0 Liquid Assets Ratio, % 4.3% 4.2% 4.8%
GblStock n 11.20 -1.50 -11.9 8.8 ParEmMktsFdInst 12.84 -1.11 -11.8 1.3 ExtMktIdxInstPre n 59.56 -8.23 -8.5 20.0 MuniIncome 13.82 0.12 3.7 NS AggrInt n 21.77 -1.84 -5.1 40.5 StkSlcACap n 44.34 -5.50 -7.4 30.7
Income n 14.38 0.05 2.5 15.7 FIDSerEmgMkt 8.80 -0.63 -9.8 NS NwInsghtI 30.84 -3.59 -5.7 39.8 AilSectEq 9.60 -1.22 -7.4 30.9 StratDivInc n 14.43 -1.40 -6.5 18.4 Capital Appreciation 44,964 r46,661 43,854
Intl Stk n 38.05 -4.32 -12.7 3.2 Eaton Vance Funds: FIDSerTresIndxFd 10.01 0.01 0.3 NS REIncmInst 12.28 -0.60 -1.4 20.6 Growth Funds 32,236 r33,658 31,269
ParTxMgdEmgMktIn 43.08 -3.68 -11.4 2.4 AMgr20% n 13.58 -0.30 -0.2 14.0 StrDivIncI 14.39 -1.39 -6.5 18.3
Stock n 170.82 -25.34 -11.8 14.9 Edgewood Growth Instituti: FIDZroExtMktIx n 8.98 -1.26 -11.1 NS SmCapGrwI 25.78 -3.10 -6.0 47.6 AMgr50% n 18.06 -1.01 -3.1 19.3 TaxFrB nr 12.31 0.11 3.7 19.6 Sector Funds 8,557 r9,834 8,124
Domini Funds: EdgewoodGrInst 36.99 -4.09 -4.0 60.3 FIDZroLgCpIx n 10.34 -1.34 -8.0 NS StrInI 12.39 -0.24 -0.1 13.7 AMgr70% n 21.51 -1.75 -5.3 21.6 TotalBond n 11.19 0.06 3.0 15.6 Alternative Strategies 4,170 r3,169 4,462
Intl Eq Instit 7.15 -0.74 -10.7 3.3 Flex 500 Index 12.62 -1.63 -8.2 NS Total Bd 11.17 0.06 3.0 15.3 AMgr85% n 18.71 -1.89 -6.8 23.6 TotalBond K6 10.50 0.05 3.0 NS
US Equity Inv pn 22.73 -2.72 -5.6 23.6 Freedom2060K 11.43 -1.10 -8.0 NS Fidelity Advisor M: World Equity 60,345 r80,247 59,993
DoubleLine Funds:
CoreFxdIncmI 11.32 NA NA NA
F GlexUSIdxInstPre n 12.10
GrowthCompanyK6 11.28
-1.08
-1.34
-9.6
-1.9
14.3
NS
Balanced p
EqGr p
21.72
11.73
-1.79
-1.30
-4.0
-2.8
24.5
57.6
AstMgr30R n
Balanc n
BalancedK
11.25
23.62
23.62
-0.37
-1.95
-1.96
-1.2
-4.0
-4.0
16.2
27.0
27.3
Trend n
Utility n
Value n
103.57
26.46
9.51
-12.13
-3.11
-1.47
-3.2
-5.5
-14.1
53.3
26.8
2.9
Emerging Markets 12,233 r12,299 10,416
Global-Equity 9,984 r14,075 11,810
CorFxdIncN n 11.31 NA NA NA Fairholme: HighIncome C 8.70 -0.25 -2.1 NS EqIn p 26.29 -3.65 -12.5 7.3 BluCh n 104.70 -12.93 -2.8 63.8 ValueDisc n 26.44 -3.58 -12.7 6.8
EmgMktIncmI 10.70 NA NA NA Fairholme n 19.23 -1.10 -3.0 -6.7 InflPrBdIndInsPr n 10.40 0.08 3.2 12.2 GrOppM p 85.70 -10.57 -2.3 90.8 BluChpGr K6 14.65 -1.82 -2.7 NS ValueK 9.52 -1.47 -14.1 3.2 Int'l-Equity 37,129 r52,617 35,976
FlexibleIncomeI 9.78 NA NA NA FAM Value: IntlIdxInstPrem n 38.67 -3.65 -10.0 14.0 NwInsghtM p 28.77 -3.35 -5.8 37.8 BluChpGrK 104.95 -12.96 -2.8 64.2 Wrldw n 26.58 -2.86 -6.3 41.8 Regional-Equity 769 r840 1,369
GlobalBondN 10.37 NA NA NA FAMValue n 74.01 -10.04 -8.4 25.9 IntlIndex n 9.40 -0.84 -9.8 NS SmllCapM p 19.25 -2.51 -10.5 8.6 CALmtTrmTFB n 10.87 0.03 1.4 7.9 Fidelity SAI: Alternate Strategies 229 415 423
InfraIncomeI 10.58 0.02 2.3 16.0 Federated A: IntrTresBdIxPrem n 11.65 0.26 5.5 NS StkSelMC 31.89 -4.52 -11.1 17.2 CAMun n 13.61 0.10 3.2 17.0 FidSAIEmgMktIndx 13.03 -0.93 -9.3 15.8 Total Return 92,258 r113,495 92,623
LowDurBdI 10.07 NA NA NA EqIncA p 19.77 NA NA NA LgCpGwId InstPre n 16.69 -2.03 -4.7 54.5 StrInM p 12.22 -0.23 -0.1 12.9 Canad nr 48.45 -5.14 -8.0 12.2 FidSAIIntlIndxFd 11.09 -1.05 -10.0 13.8
LgCpVlIdxIstPrem n 11.68 -1.63 -11.6 11.9 Fidelity Advisor Z: CapAp n 32.43 -3.75 -4.2 39.0 IntlValIdx 8.19 -0.79 -12.6 NS Value 22,671 r29,945 26,234
LTTrsBdIdxInstPr n 16.10 0.74 14.6 NS FloatRateHighInc 9.28 -0.17 -1.4 NS CapApprK 32.51 -3.76 -4.2 39.4 Muni Inc 11.05 0.10 3.7 NS Blend 69,587 r83,549 66,388
MidCpInxInstPrem n 21.41 -2.89 -9.4 21.0 GrOpp 95.29 -11.73 -2.2 94.4 CapDevO n 14.17 -1.90 -11.6 19.2 SAIEmgMktLoVolIx 9.21 -0.55 -10.1 NS Total Sales Equity Funds 197,566 r240,402 196,470
THE STATISTICAL RECORD NewMkt I 15.00 -0.38 0.2 NS IntCpAp 22.92 -1.92 -5.1 40.5 ChinaReg n 38.41 -1.52 -2.9 47.8 SAIInflaFocFd 9.34 -0.63 -11.4 NS Hybrid Funds 24,324 r31,505 25,364
RealEstIdxInst n 15.58 -2.30 -8.0 9.6 InvestGradeBd 8.46 0.09 3.6 NS CnvSc n 30.27 -2.37 -3.0 31.0 TotalBd 10.76 0.05 3.0 NS
SAIUSLgCpIndxFd 15.85 -2.05 -8.3 32.6 NewMktsIncFdZ 15.00 -0.38 0.2 NS Contra n 13.08 -1.48 -4.0 49.0 TxFreeBd 11.04 0.10 3.5 NS Asset Allocation Funds 2,274 r1,717 1,815
Monthly Dow Comparison SeriesOverseas 9.98 -0.87 -7.4 NS RE Income 12.28 -0.60 -1.4 NS ContraK 13.10 -1.48 -3.9 49.5 U.S.TreBdIdx 10.60 0.23 5.4 15.1 Balanced Funds 9,319 r12,540 7,637
February January February SerLTTreBdIdx 10.06 0.46 14.6 36.8 StrgInc 12.40 -0.24 -0.1 NS CorpBd n 12.57 0.07 4.0 22.0 USMomentumIdx 13.46 -1.67 -4.5 40.5 Flexible Portfolio 3,938 r6,162 6,174
2020 2020 2019 SmCpIdxInstPrem n 18.64 -2.55 -11.4 11.4 Fidelity Freedom: CpInc nr 9.82 -0.54 -3.6 15.5 USValueIndex 9.27 -1.40 -14.4 NS
STBdIdx InstPrem n 10.24 0.09 2.0 NS FAFree2020I p 12.89 -0.67 -3.6 20.6 DisEq n 38.04 -4.65 -4.9 29.4 Fidelity Selects: Income Mixed 5,185 r6,665 5,166
Price of 30 Indus 28519.73 28879.99 25605.53 STTreIdx InstPre n 10.72 0.11 2.1 NS FAFree2025I 12.94 -0.77 -4.3 21.4 DivGrowK 26.76 -3.89 -13.5 18.5 Biotech nr 21.02 -1.91 -4.8 26.5 Alternative Strategies 3,609 r4,421 4,572
TMktIdxInstPrem n 83.06 -10.85 -8.3 30.3 FAFree2035I 13.28 -1.18 -7.0 24.1 DivGth n 26.80 -3.89 -13.5 18.1 Chem nr 10.47 -1.61 -15.4 -14.8 136,423 r129,820 119,123
Price of 20 Trans 10615.79 10993.96 10426.40 TotalMarketIndex n 10.38 -1.36 -8.5 NS FAFree2045A 10.95 -1.08 -7.9 22.4 DivIntl n 37.51 -3.46 -7.4 23.1 Comp nr 78.64 -7.55 -6.2 47.8
Total Taxable Bond Funds
TtlIntIdxInstPr n 11.19 -1.01 -9.9 13.6 FF2005 n 12.35 -0.26 -0.8 16.7 Investment Grade Bond 73,254 r69,209 58,172
Price of 15 Util 929.65 901.52 741.23 USBdIdxInstPrem n 12.32 0.15 3.9 15.5 FF2010 n 15.32 -0.48 -1.9 17.9
DivIntl K6 10.74 -0.99 -7.3 NS ConStap nr 80.42 -9.48 -8.9 5.0
DivIntlK r 37.43 -3.45 -7.4 23.6 DfAero nr 16.61 -2.53 -9.4 41.5 Multi-Term 26,411 r25,821 18,395
Best-Grade Bond Yield 2.29 2.53 3.78 Fidelity Adv Focus A: FF2015 n 12.52 -0.52 -2.8 19.1 DivStkO n 24.90 -3.00 -5.9 29.6 Energy nr 26.79 -4.71 -25.0 -36.1 Long-Term 2,445 r2,512 2,926
HthCarA r 51.30 -6.41 -7.9 39.0 FF2020 n 15.61 -0.79 -3.7 19.8 Emerg Asia nr 44.55 -2.43 -2.0 45.9 FinSvc nr 9.49 -1.44 -12.6 14.4
Monthly Range of Averages TechA t 58.23 -6.37 -1.1 81.8 FF2020A p 12.79 -0.66 -3.6 19.8 Intermediate-Term 22,424 21,518 19,031
EmrgMktK r 32.76 -2.21 -6.3 40.0 Gold nr 22.33 -3.68 -8.4 6.9
(a)Shares Fidelity Adv Focus C: FF2025 n 13.69 -0.79 -4.4 20.5 EmrgMktsDebt 9.53 -0.25 0.1 12.5 Health nr 26.53 -3.18 -7.2 43.7 Short-Term 10,266 r8,909 8,738
(f)High (f)Low traded HthCarC p 40.13 -5.02 -8.0 35.9 FF2025A p 12.82 -0.76 -4.3 20.5 EmrMkt nr 32.75 -2.22 -6.3 39.4 HlthCareSrvPt r nr 94.73 -16.63 -9.7 36.5 Ultrashort-Term 8,971 r7,800 7,413
Fidelity Advisor: FF2030 n 16.85 -1.17 -5.5 22.3 Eq Inc n 54.33 -6.77 -10.3 14.5 Ind n 31.91 -4.62 -9.4 13.2 Inflation Protected 2,737 2,650 1,670
30 Indus 29551.42 25409.36 7,036,041.2 SrsAdvIntlCapApp 22.90 -1.92 -5.1 39.9 FF2035 n 14.01 -1.22 -7.2 22.6 EqDivIncm n 22.58 -3.07 -12.2 11.2 ITSvs n 73.65 -9.32 -2.1 82.0
StragInc n 12.39 -0.24 -0.1 NS FF2035A t 13.17 -1.18 -7.1 23.1 EqIncK 54.29 -6.77 -10.3 14.9 Leisr nr 13.89 -2.17 -11.2 32.6 High-Yield Bond 10,885 r10,420 14,322
20 Trans 11032.96 9388.19 1,250,941.3 TotBdFdClZ 11.17 0.06 3.0 15.8 FF2040 n 9.74 -0.94 -8.0 21.8 Europ nr 32.77 -3.59 -9.6 17.5 MdTchDevis n 55.88 -7.10 -7.1 57.1 World Bond Funds 20,094 r21,628 15,827
15 Util 960.89 839.96 989,018.0 Fidelity Advisor A: FF2040A p 14.02 -1.39 -7.9 22.4 Export n 18.83 -2.74 -13.9 15.8 Multimedia nr 60.84 -6.47 -5.1 26.4 Global Bond-Multi-Term 10,014 r10,193 7,466
AdvMdCpIIA p 17.16 -2.53 -11.1 6.2 FF2045 n 11.06 -1.07 -8.1 21.8 Fidel n 48.24 -5.70 -4.9 40.2 Pharm n 21.71 -2.18 -6.9 35.1
65 Stocks 9710.01 8394.63 9,276,000.5 AdvStrDivInA p 14.33 -1.39 -6.5 17.4 FF2050 n 11.14 -1.08 -8.1 21.7 Global Bond-Short-Term 3,660 r3,148 2,599
FltRateHi nr 9.28 -0.18 -1.5 10.2 Retail nr 15.71 -1.92 -6.8 47.1
BalancA t 21.45 -1.76 -3.9 25.4 FrdmBlen2025 K6 10.08 -0.60 -4.2 NS FocsdStk n 24.89 -2.87 -4.5 62.4 Semiconductors r nr 11.47 -1.31 -8.4 69.4 International Bond 6,419 r8,287 5,762
(a) 000 omitted. (f) High and low for month of daily closing BioTech 26.46 -2.29 -4.8 25.5 Free2045L 11.03 -1.09 -7.9 23.3 FournOne n 45.60 -4.50 -7.0 23.9 Softwr nr 19.90 -2.09 0.4 84.0 Gov't Bond Funds 12,078 r11,199 12,195
averages.. DivIntlA 22.54 -2.10 -7.5 22.1 Free2050I 11.02 -1.09 -7.9 23.3 GNMA n 11.65 0.04 1.3 9.1 Tech nr 19.66 -2.12 -1.2 80.7 Gov't Bond-Multi-Term 2,957 3,948 2,980
GovtInc n 10.90 0.18 4.3 13.4 UtilGr nr 91.20 -12.09 -5.1 38.0 Gov't Bond-Long-Term 1,122 r819 730
GroCo n 20.98 -2.44 -1.8 64.2 Fidelity Series:
MONTHLY DOW JONES INDUSTRIAL AVERAGE GroInc n 37.50 -4.91 -11.3 17.9 Canada 10.35 -1.09 -8.3 NS Gov't Bond-Intermediate 963 1,041 1,008
GrowCoK 21.01 -2.45 -1.8 64.6 FASeriesEqGroFd 13.82 -1.52 -2.5 63.9 Gov't Bond-Short-Term 1,857 1,770 2,885
Year First Closing Closing Close Avg Last Avg. Avg. GrowIncK 37.47 -4.91 -11.3 18.2 IntMuni Z 10.90 0.07 2.7 NS Mortgage-Backed 5,179 r3,620 4,592
Month Closing High Low Mean Close Chg. % Chg. P/E Yield GrStrt nr 47.96 -5.14 -4.2 37.5 STCrFd 10.18 0.05 1.4 9.5
GwthDiscovery n 38.59 -4.26 -2.9 58.6 Fiera Capital: Total Muni Bond Funds 25,274 r20,553 24,285
HighInc nr 8.70 -0.25 -2.1 14.9 EmgMkt Inst 45.33 -2.53 -7.5 15.0 State Muni Bond Funds 4,235 r3,531 3,694
2020 Indepndnc n 35.01 -4.14 -4.3 39.0 First Eagle Funds: National Muni Bond Funds 21,038 r17,022 20,591
Feb 28399.81 29551.42 25409.36 28519.73 25409.36 – 2846.67 – 10.07 21.95 2.28 IntBd n 11.35 0.11 2.9 12.5 GlbA 52.81 -4.66 -8.9 9.1 Natl Muni-Multi-Term 15,523 r12,815 15,611
IntlCapiApp K6 12.36 -1.03 -5.0 NS OverseasA 22.00 -1.48 -8.1 5.8
IntlDisc n 41.62 -3.81 -8.3 22.3 US Val A t 16.27 -1.70 -9.6 10.6 Natl Muni-Short-Term 5,515 r4,207 4,979
DOW JONES AVERAGES-February 2020 IntlEnhIdx n 8.74 -0.84 -9.9 10.5 US Val I r 16.58 -1.74 -9.5 11.5 Total Money Market 2,032,698 2,184,436 1,847,765
IntlGrRet n 14.84 -1.38 -6.8 34.6 FMI Funds: Taxable Money Market 2,010,148 2,166,383 1,822,823
30 Industrials 20 Transport Cos 15 Utilities Sales Corp IntlScOpps nr 18.40 -1.60 -10.7 27.2 ComStkInvst n 23.32 -2.43 -11.2 12.2
IntlSmCap nr 24.97 -2.01 -11.1 13.8 IntlInvst n 29.05 -3.12 -10.2 6.0 Treas & Repo Money Market 488,267 551,510 466,183
High Low Close High Low Close High Low Close –000– Bonds IntMu n 10.88 0.07 2.7 14.6 LgCapInvst n 17.71 -2.10 -10.4 20.5 Treas & Agency Money Market 1,257,870 1,349,087 1,127,478
InvGB n 8.44 0.08 3.4 16.2 FPA Funds: Prime Money Market 264,012 265,786 229,162
3 28703.89 28180.41 28399.81 10739.33 10526.52 10590.66 945.05 935.91 940.67 973,963 442.49 InvGrBd 11.92 0.10 3.5 16.9 FPACres n 32.13 -2.21 -5.0 11.9
JpnSmCo nr 14.75 -0.95 -14.4 11.8 NwInc n 10.04 0.02 1.0 9.6 Tax-Exempt Money Market 22,550 18,053 24,942
4 29042.08 28600.16 28807.63 10880.77 10687.64 10783.03 944.38 928.63 930.34 933,602 440.83 National 17,978 14,837 20,377
LargeCap n 29.65 -3.99 -11.6 18.9 Franklin A1:
5 29472.58 28796.71 29290.85 11011.29 10820.75 10928.84 939.24 925.67 934.85 994,278 440.11 LatinAm nr 24.35 -3.27 -17.1 21.7 AZ TF A1 p 11.22 0.11 3.3 14.7 State 4,572 3,217 4,565
6 29609.41 29106.59 29379.77 11022.43 10803.84 10874.40 941.40 930.79 935.16 949,888 441.19 LCapCrEIdx n 15.10 -1.94 -8.3 30.5 CA TF A1 p 7.94 0.09 4.3 19.3 Total Sales All Funds 2,416,285 r2,606,717 2,213,006
LCapGrEIdx n 20.43 -2.48 -4.9 43.2 CAHY A1 p 11.62 0.14 4.2 21.6
7 29369.46 28978.91 29102.51 10955.54 10719.90 10857.73 940.84 930.31 931.83 859,379 443.07 LevCoSt n 29.11 -4.59 -10.2 15.6 CAInt A1 p 12.34 0.08 2.6 12.1 Redemptions All Funds 2,408,028 r2,455,020 2,172,741
LgCpVHIdx n 12.11 -1.66 -11.6 12.6 Fed TF A1 p 12.35 0.11 3.4 14.0 Purch Common Stock 304,346 r313,129 277,478
10 29360.51 28896.47 29276.82 10940.43 10737.20 10866.58 937.46 928.39 934.97 846,610 443.59 LmtTrmMuniIncm n 10.82 0.03 1.4 8.4 FedInt A1 p 12.38 0.08 2.3 10.5 Sales Common Stock 352,181 r347,375 299,345
11 29553.29 29095.37 29276.34 11039.55 10846.44 10902.72 943.64 935.21 938.48 835,388 442.84 LowP nr 43.52 -5.39 -13.0 13.9 FedL T TF A1 10.60 0.03 1.3 6.2 Purch Other Securities 586,455 r470,440 463,378
LowPriStkK r 43.48 -5.37 -13.0 14.2 HiInc A1 1.83 NA NA NA
12 29707.55 29267.42 29551.42 11077.91 10905.22 11003.45 942.45 932.93 938.12 929,326 442.50 LowPriStkK6 10.56 -1.26 -12.6 NS HY TF A1 p 10.45 0.09 3.4 16.1 Sales Other Securities 474,963 r410,416 430,431
13 29628.84 29235.44 29423.31 11064.36 10852.12 10994.14 950.15 935.44 947.38 815,987 442.76 LtdTmBdFd n 11.84 0.07 1.8 10.1 IncomeA1 p 2.23 NA NA NA Liquid Asset Ratio, % 2.6% 2.5% 3.1%
MagellanK 9.75 -1.14 -4.2 41.3 MIInsTF A1 p 12.02 0.10 3.2 14.2 Total Net Assets (Bil. $) 21,246.8 r21,291.5 18,658.2
14 29592.83 29185.43 29398.08 11036.92 10808.57 10862.92 957.48 946.88 955.35 835,532 443.17 Magin n 9.76 -1.15 -4.3 40.8 MNInsTF A1 p 12.82 0.11 3.0 13.6
Stock Funds 11,226.8 r11,376.2 10,028.9
MAMun n 12.75 0.09 3.0 15.7 MO TF A1 p 12.09 0.10 3.1 12.9
18 29436.91 29027.84 29232.19 10981.72 10763.50 10865.58 965.32 954.30 960.89 915,907 444.26 Manager40 n 11.75 -0.52 -2.0 18.0 NC TF A1 p 11.84 0.09 2.6 10.7 Hybrid Funds 1,575.2 r1,579.0 1,450.6
19 29525.58 29155.24 29348.03 11016.05 10829.42 10943.24 959.92 948.57 950.01 828,066 444.08 Manager60 n 12.48 -0.85 -4.1 20.6 NJ TF A1 p 11.76 0.10 3.2 13.6 Taxable Bond 3,991.7 r3,890.2 3,446.3
McpVl n 20.01 -2.66 -13.5 -2.9 NY TF A1 p 11.53 0.11 3.6 13.5 Muni Bond 839.2 814.1 687.2
20 29481.60 28929.26 29219.98 11118.71 10886.36 11032.96 956.17 943.08 952.40 926,261 444.70 MegaCpStk n 13.79 -1.75 -11.1 21.9 OHInsTF A1 p 13.20 0.11 2.9 14.9
MidCap n 32.61 -4.10 -8.9 21.4 OR TF A1 p 11.99 0.10 3.2 13.4 Taxable Money Mkt 3,477.8 3,494.4 2,904.6
21 29236.50 28766.36 28992.41 11020.87 10803.42 10908.94 956.76 944.07 948.74 1,054,918 445.70 MidCapEnIdx nr 13.81 -1.89 -10.3 14.1 PA TF A1 p 10.11 0.06 2.6 11.0 Tax-Free Money Mkt 136.1 137.6 140.7
24 28440.64 27686.94 27960.80 10649.56 10368.17 10509.92 952.48 933.59 935.91 1,187,197 446.89 MidCapStkK r 32.62 -4.11 -8.9 21.8 US Gov A1 p 6.08 0.01 1.1 7.3 Net New Csh Flow (Mil $) 16,925 r-28,476 22,920
MIMun n 12.80 0.10 3.1 16.6 Utils A1 p 21.83 NA NA NA
25 28222.94 26958.50 27081.36 10572.99 10008.91 10061.46 939.98 913.70 915.77 1,354,622 446.91 MNMun n 12.19 0.08 2.7 14.6 Franklin Templeton: Stock Mutual Funds -39,230 r-60,135 9,475
26 27623.63 26807.33 26957.59 10197.47 9795.64 9840.89 926.15 904.47 906.97 1,315,781 446.05 MtgSec n 11.51 0.06 1.6 11.0 TgtGroA p 17.12 NA NA NA Hybrid Mutual Funds -1,008 r-4,924 -972
MuniInc n 13.83 0.13 3.7 19.7 TgtModA p 14.52 NA NA NA Taxable Bond Funds 45,284 r27,595 6,523
27 26857.79 25704.18 25766.64 9901.92 9312.30 9484.44 913.16 864.42 865.47 1,761,669 445.49 NASDAQ nr 107.56 -12.70 -4.5 50.6 FrankTemp/Frank Adv:
NewInsights Z 30.87 -3.59 -5.7 40.4 CA HY Adv t 11.65 0.14 4.2 22.0 Muni Bond Funds 11,878 8,988 7,895
28 25740.43 24493.29 25409.36 9486.48 9053.22 9388.19 851.39 816.32 839.96 2,458,309 447.68 NewMill n 33.76 -4.27 -10.2 20.8 CA IntAdv 12.38 0.09 2.6 12.5 Money Market Funds -21,290 63,761 4,540
High 29551.42 High 11032.96 High 960.89 High 447.68 NewMkt nr 15.00 -0.38 0.2 8.5 CA TF Adv t 7.93 0.09 4.3 19.6 r-Revised.
NJMun nr 12.64 0.11 3.4 20.7 CvtScAdv 21.54 NA NA NA
Low 25409.36 Low 9388.19 Low 839.96 Low 440.11 NYMun n 13.90 0.12 3.4 16.5 Dynat Adv 91.20 NA NA NA Source: Investment Company Institute Research Dept.
FrkDynTchR6 92.18 NA NA NA EqindxGS2 32.82 NA NA NA Invesco Fds Investor: MnStFndY n 43.95 -5.50 -7.8 24.7 LSAggr 13.07 -1.41 -8.6 20.6 HighYld 7.16 NA NA NA IncomeA p 2.97 -0.01 2.7 18.2 GlEqA 42.68 -5.11 -10.1 23.4
FrkGrthR6 106.07 NA NA NA EqIndxGS4 n 32.83 NA NA NA DivrsDiv n 18.36 -2.32 -11.6 7.5 RocMuniY n 17.55 0.21 5.2 32.4 LSBalncd 13.46 -0.86 -4.5 17.9 IntmdTFBd 11.30 NA NA NA IntrTxFr 11.50 0.10 3.5 16.6 GlTotA p 17.51 -1.04 -5.3 15.5
FrkIncR6 2.21 NA NA NA GrAllGS4 n 11.57 NA NA NA GlHltCr pn 37.81 -4.59 -9.9 25.4 Sel40Y n 5.49 -0.75 -20.7 -28.3 LSConserv 12.98 -0.26 -0.1 13.9 IntrepidVal 27.85 NA NA NA MidCapStk 25.09 -3.51 -12.2 -4.6 GrAllA p 20.67 NA NA NA
FrkRisDivR6 64.28 NA NA NA GrEqGS2 25.11 NA NA NA Tech n 46.91 -5.16 -5.4 55.4 IVA Funds: LSGwth 13.36 -1.15 -6.6 19.1 LgCpGwth 39.90 NA NA NA MultiAstBalOppty 11.10 -0.81 -4.6 11.8 GvScA p 10.28 0.14 3.7 11.8
FrkSmCpGrR6 22.37 NA NA NA GrEqGS4 n 24.90 NA NA NA Invesco Funds: Intl I r 14.44 -0.95 -9.1 2.0 LSModer 12.89 -0.54 -2.4 15.7 MdCpGrw 37.45 NA NA NA MultiAstInc 14.74 -0.72 -3.1 11.6 HiInA p 3.39 -0.08 -1.3 12.9
FrkTotRtnR6 10.11 NA NA NA IntEqGS2 12.49 NA NA NA SteelPthMLPSlt40 5.52 -0.76 -20.7 -28.2 WorldwideA t 15.36 -0.95 -7.8 5.0 RetCho2020 11.37 -0.15 0.5 15.0 MdCpVal 34.97 NA NA NA ShDurTxFr 15.99 0.05 1.5 7.5 IntGrA t 33.76 -2.91 -8.7 32.9
MutShrR6 24.45 NA NA NA LowDurGS2 13.50 NA NA NA Invesco Funds A: WorldwideI r 15.41 -0.95 -7.8 5.8 RetCho2025 12.08 -0.39 -1.1 18.0 MtgBckd 11.51 NA NA NA ShtDurIncmA p 4.23 0.00 1.0 9.5 IntlDvFdA t 19.10 NA NA NA
TempGlbBndR6 10.43 NA NA NA MedDurGS2 15.42 NA NA NA 500InxA p 31.49 -4.08 -8.4 30.4 Ivy Funds: RetCho2030 12.50 -0.65 -2.9 20.4 ShtDurBnd 10.98 NA NA NA TaxFr p 12.24 0.14 4.3 21.1 IntlIntVA t 41.96 -3.79 -7.6 27.9
TmpGlbTotRtnR6 10.78 NA NA NA ValEqGS2 16.86 NA NA NA ActiveAllA 13.52 NA NA NA AssetStrA p 20.61 -1.65 -5.2 24.5 RetCho2035 12.55 -0.88 -4.6 21.3 SmartR2020 17.38 NA NA NA TotRet p 10.77 0.06 3.3 13.7 IntNwDA p 30.94 -2.87 -11.0 21.5
TmpGrthR6 20.59 NA NA NA AMTFrNY p 12.41 0.12 4.3 22.8 AssetStr I r 20.94 -1.67 -5.1 25.5 RetCho2040R4 12.57 -1.01 -5.5 21.8 SmCap 55.36 NA NA NA ValOpps p 15.84 -2.12 -9.9 4.7 LtdMA p 6.06 0.02 1.2 8.2
TmpFrgnR6
FrankTemp/Mutual A&B:
6.30 NA NA NA
H BalancedRiskAllA 9.87
CapApprA p 52.05
-0.52
NA
-4.9
NA
8.0
NA
BalancedA p
CoreEqA t
23.05
13.18
-1.76
-1.62
-5.7
-7.6
19.1
32.9
RetCho2045
RetCho2050R4 11.22
12.64 -1.08
-0.97
-6.0
-6.2
21.9
21.8
SR2030 I
SR2040 I
18.39
20.07
NA
NA
NA
NA
NA
NA
Lord Abbett C:
BdDeb 8.14 -0.17 0.3 14.3
MCapA
MCpValA p
20.29
21.78
-2.13
-3.18
-3.5
-12.0
59.3
10.1
Beacn A 14.69 NA NA NA Harbor Funds: CapIncA p 9.77 NA NA NA EmgMktEqFdI 19.68 -1.36 -7.1 19.2 RetLiv2020 9.22 -0.48 -3.2 18.8 TxAwEq 34.93 NA NA NA FloatRt p 8.63 -0.18 -1.7 6.2 MIGA p 30.56 -3.56 -7.3 55.5
Shares A 24.18 NA NA NA Bond 12.14 0.13 3.8 16.0 Chart 14.64 -1.89 -8.1 16.3 HiIncA p 6.98 -0.23 -1.3 11.9 RetLiv2025 9.67 -0.63 -4.4 19.8 USEquity 15.14 NA NA NA ShtDurIncmC t 4.26 0.01 0.9 7.5 MITA p 29.92 -3.80 -8.8 31.5
FrankTemp/Temp A: CapApInst 74.61 -8.95 -1.5 63.4 CmstA 21.39 -3.12 -14.6 6.9 HiIncC t 6.98 -0.23 -1.4 9.6 RetLiv2030 9.81 -0.75 -5.3 20.9 USLgCpCorPls 23.32 NA NA NA Lord Abbett F: ModAllA p 17.98 NA NA NA
DvMk A p 20.27 NA NA NA CapApInv pn 71.03 -8.53 -1.6 61.6 CoreBdA p 7.16 NA NA NA HiIncI r 6.98 -0.23 -1.3 12.7 RetLiv2035 10.05 -0.88 -6.3 21.3 ValAdv 32.94 NA NA NA BdDeb 8.10 -0.17 0.4 16.7 MuHiA 8.79 0.08 3.7 22.9
Frgn A p 6.42 NA NA NA IntlInst r 35.77 -3.38 -10.8 5.3 CpBdA 7.80 -0.03 3.3 20.2 IntlCorEqI r 16.03 -1.38 -9.5 6.3 RetLiv2040 10.03 -0.97 -7.2 21.6 JPMorgan Inst Class: FloatRt p 8.61 -0.19 -1.7 8.4 MuInA p 9.30 0.09 3.8 18.7
GlBond A p 10.48 NA NA NA LgCpValue 15.67 -2.07 -10.0 25.5 DevMkt 35.15 -2.86 -8.8 17.0 LgCpGwthA p 22.67 -2.60 -4.1 60.0 RetLiv2045 9.76 -1.00 -7.8 21.1 ValAdv L 32.95 NA NA NA HiYld p 7.30 -0.25 -1.7 13.2 MuLtA 8.43 0.03 2.0 11.2
GlSmCo A p 8.53 NA NA NA SmCpValInst 30.45 -4.58 -12.8 10.4 DevMktA 42.26 -2.90 -8.8 25.5 LgCpGwthl r 24.19 -2.76 -4.0 61.5 John Hancock Funds A: JPMorgan R Class: HYMuniBd 13.15 0.15 4.8 27.5 NewDA t 26.12 -2.95 -6.3 55.7
Growth A p 20.60 NA NA NA Harding Loevner: DiscFdA p 80.13 NA NA NA LtdTrmI r 11.00 0.06 1.5 8.4 BalA 20.53 -1.33 -4.0 21.0 CoreBond 12.20 NA NA NA Income 2.97 -0.01 2.7 18.5 ReInA p 18.07 -1.59 -8.5 23.3
World A p 12.58 NA NA NA EmgMktsAdv 53.90 NA NA NA DisMdCpGrA 21.76 -2.37 -3.4 49.1 MidCapI 28.37 -3.18 -5.1 58.3 BondA p 16.54 0.08 3.3 16.0 CorePlusBd 8.68 NA NA NA IntrTxFr 11.49 0.09 3.4 16.8 RetBdA t 11.33 0.09 3.4 15.5
FrankTemp/Temp Adv: IntlEq 21.82 NA NA NA DivIncm p 20.95 -2.51 -10.2 4.1 MdCpGwthA p 25.91 -2.90 -5.2 56.6 DispVal 18.63 -2.64 -13.3 8.8 HighYld r 7.17 NA NA NA NatlTxF p 12.23 0.14 4.3 21.5 RschA p 43.02 -5.17 -6.8 36.6
Frng Adv 6.32 NA NA NA Hartford Funds A: DivrsDiv p 18.37 -2.31 -11.6 7.4 MuniHighIncA t 5.16 0.04 2.8 13.4 DispValMdCp 18.74 -2.75 -12.1 6.7 LimDurBd 10.17 NA NA NA ShtDurIncm 4.23 0.00 1.0 9.9 TechA p 46.90 -4.72 -0.5 72.9
GlBondAdv p 10.43 NA NA NA BalIncA 14.48 -0.78 -3.0 19.1 EqIncA 9.48 -0.83 -7.9 7.5 ScTechA p 67.31 -6.85 -6.0 65.9 FunLgCpCorA p 44.81 -5.96 -9.9 18.9 MtgBckd 11.50 NA NA NA TotRet 10.77 0.06 3.3 14.1 TotRA p 18.92 -1.37 -5.0 16.5
TGlTotRAdv 10.79 NA NA NA CapAppA p 34.54 -4.47 -7.7 29.9 EqIncA p 27.45 NA NA NA ScTechC t 54.61 -5.56 -6.1 62.3 IntlGrw 27.95 NA NA NA ShtDurBnd 10.98 NA NA NA Lord Abbett I: UtilA p 21.87 -2.51 -3.6 31.4
FrankTemp/Temp B&C: Chks&Bal p 8.94 -0.71 -4.9 23.1 EqInvA 14.33 NA NA NA ScTechI r 76.07 -7.74 -5.9 67.0 LifeAggr 13.14 -1.42 -8.7 19.3 SmCpEqR5 55.51 NA NA NA BdDebentr 8.07 -0.17 0.4 17.0 ValueA p 39.68 -5.35 -10.7 16.3
GlBond C p 10.51 NA NA NA DiscpEqA p 32.21 -4.11 -7.9 38.3 EqWtdA p 56.76 -7.82 -10.7 18.5 SmCapGrA t 16.15 -2.05 -4.5 32.2 LifeBal 13.55 -0.88 -4.6 16.6 SmCpVal 22.35 NA NA NA DevlpGro 24.01 -2.58 -1.8 65.1 MFS Funds Class C:
Frost Family of Fund: DivGth A p 23.74 -3.12 -10.5 21.6 FltgRate p 7.20 -0.13 -1.2 8.5 SmCapGrI r 22.52 -2.85 -4.4 33.6 LifeConsv 13.00 -0.26 -0.2 12.6 USEqR5 15.18 NA NA NA FloatRt 8.62 -0.19 -1.7 8.8 ConAllC p 15.69 NA NA NA
FrTRInst 10.47 0.00 1.8 12.0 EqInc t 17.55 -2.36 -10.7 16.4 GblAllocA 17.89 NA NA NA LifeGrw 13.44 -1.16 -6.7 17.9 USRechEnhEq 25.52 NA NA NA FundlEq 10.59 -1.44 -12.0 8.9 GrAllC p 20.26 NA NA NA
FrTRIS pn 10.46 0.00 1.6 11.1 FltRateA t
GrOppty t
8.33
38.48
-0.15
-4.51
-1.3
-2.3
9.0
53.2
GblStrIncmA p 3.74
GlbOppA p 54.72
NA
-6.71
NA
-10.6
NA
31.8 J LifeMod
RgBkA
12.96
22.85
-0.55
-3.76
-2.5
-18.5
14.5
-8.1
JPMorgan R5 Class:
SR2020 R5 17.41 NA NA NA
HiYld
ShtDurInc p
7.34
4.23
-0.25
0.01
-1.6
1.0
13.6
10.2
Growth C t
ModAllC p
90.78
17.61
-9.77 -2.8 61.5
NA NA NA
G GrowAllA p
Hlthcare
11.99
35.09
NA
-3.73
NA
-6.9
NA
30.6
Glcoreeq p
GlHltCr
13.93
37.80
-1.66
-4.60
-11.0
-9.9
9.9
25.4
JamesBalGR A n:
JamesBalGR A n 20.36 -1.18 -4.5 -0.2
StrIncA p
USGlobLdrs
6.50
49.48
-0.07
-5.43
0.4
-4.3
10.5
52.6
SR2030 R5
SR2040 R5
18.45
20.13
NA
NA
NA
NA
NA
NA
LSVValEq :
LSVValEq 23.28 -3.51 -15.3 2.5
TotRC t
ValueC t
19.06
39.17
-1.37 -5.1 13.9
-5.28 -10.8 13.7
Gabelli Funds: MidCap A p 27.95 -3.54 -8.5 30.7 GrIncA 20.31 -2.96 -13.7 3.1 Janus Henderson: John Hancock Instl: SRIncome R5 16.46 NA NA NA MFS Funds Class I:
ABC pn
Asset pn
10.07
49.19
-0.21
-6.26
-1.4
-10.6
5.5
16.0
Muti-AstIncGw 20.34
ShtDur 9.98
NA
0.00
NA
0.8
NA
8.9
GrowAlloc p
Hyld
14.48
3.96
-1.36
-0.13
-8.3
-2.5
13.0
10.2
Balanced C
Balanced S
35.08
35.45
NA
NA
NA
NA
NA
NA
BalancedI
DispValMCI
20.51
19.58
-1.34
-2.87
-3.9
-12.1
22.1
7.5
JPMorgan Select Cls:
SmCpGrL 19.84 NA NA NA M BondI
Growth I
15.15
124.11
0.03
-13.34
3.5
-2.6
20.6
66.4
GabelliAsstFdClI 49.06 -6.24 -10.6 16.9 TotRBdA p 10.91 0.07 3.1 16.4 HYMuA 10.68 0.10 4.4 24.1 Balanced T n 35.52 NA NA NA FunLgCpCorI 47.05 -6.25 -9.8 19.8 MainStay Fds A: IntNwDI 31.90 -2.97 -11.0 22.3
SmCapG n
SmCpGrwI
41.88
43.10
-5.72
-5.88
-10.9
-10.8
5.9
6.7
Hartford Funds C:
Bal IncC 14.24 -0.77 -3.1 16.4
IntlBdA p
IntlDivA
5.44
17.11
NA
-1.46
NA
-9.4
NA
21.2
Contrarian T n 19.75
Enterprise Inst 79.95
NA
NA
NA
NA
NA
NA
IncomeI
StratIncmOppI 10.68
6.49 -0.07
-0.17
0.5
0.0
11.5
9.4 L ConvtA
HiYldBdA
17.93
5.58
-1.14
NA
-2.1
NA
23.9
NA
MCapI
MCpValI
21.62
22.35
-2.27
-3.27
-3.4
-12.0
60.6
10.9
TETONWstMMFdI 24.06 -3.08 -10.7 4.7 MidCapC t 18.66 -2.36 -8.7 27.7 IntlGrow 29.23 -2.49 -9.4 15.2 Enterprise S 128.14 NA NA NA USGlbLdrsGrwI 54.05 -5.93 -4.3 53.8 Laudus Funds: IncBldr 18.73 -1.19 -4.3 16.0 MIGI p 31.56 -3.68 -7.2 56.6
Util A p 8.27 -1.10 -6.8 13.4 Hartford Funds I: IntlGrowA p 41.16 -3.66 -7.7 16.8 Enterprise T n 131.76 NA NA NA JPMorgan A Class: USLgCpGr nr 21.81 -2.42 -1.9 63.1 LgCpGrA p 8.79 -1.02 -4.2 59.6 ReInT t 18.73 -1.65 -8.5 24.2
Util C t 5.15 -0.71 -6.7 11.1 BalIncI 14.49 -0.78 -3.0 19.9 IntlSmCoA 42.51 -4.00 -11.9 29.2 FlxBnd T n 10.81 NA NA NA CoreBond 12.19 NA NA NA Lazard Instl: TxFrBdA 10.67 0.10 3.6 18.8 RetBdI 11.33 0.08 3.5 16.0
GAMCO Funds: CapAppI 34.71 -4.49 -7.6 30.9 IntTMIA p 11.66 0.08 3.0 15.6 Forty S 34.54 NA NA NA CorePlusBd p 8.67 NA NA NA EmgMktEq 16.16 -1.39 -12.6 0.4 MainStay Fds I: RschI 44.21 -5.31 -6.7 37.5
GwthAAA pn 64.01 -7.33 -2.7 60.1 DivGthI 23.62 -3.10 -10.5 22.5 InvescoFd p 20.32 NA NA NA GlbEqIncA 6.41 NA NA NA EmMktEq t 29.85 NA NA NA GlbLstInfr 15.33 -1.37 -2.9 31.6 EpochGlb r 16.99 -2.00 -10.9 9.9 TotRI 18.92 -1.37 -5.0 17.4
Gartmore Funds: EmrgMktEqInv r 15.23 -1.06 -8.2 22.3 InvGloblFdA 87.31 -9.43 -9.0 30.6 GlbEqIncC 6.35 NA NA NA EqInc p 17.25 NA NA NA IntlEq 16.94 -1.58 -9.0 14.1 MAPI 38.85 -5.32 -9.3 28.3 ValueI 39.93 -5.37 -10.6 17.2
NationwideInstSv 21.65 NA NA NA EqIncI 17.45 -2.34 -10.6 17.3 LmtdTrmMunInc p 11.52 0.04 1.5 8.2 GlbResch T nr 78.37 NA NA NA EqIndx p 45.39 NA NA NA IntStrtEq r 14.00 -1.36 -9.0 23.0 S&P500IdxA 41.03 -5.30 -8.3 30.6 MFS Funds Instl:
Gateway: FltRateI 8.31 -0.16 -1.4 9.8 LmtTermBd p 4.59 NA NA NA GblResh Inst 52.67 NA NA NA GroInc p 48.24 NA NA NA USEQ Concen Inst 15.63 -1.85 -7.2 26.0 TRBd 11.18 0.07 3.5 15.5 IntlEq 25.51 -2.35 -8.4 28.6
GatewayA 33.15 NA NA NA GrowOppI t 41.11 -4.82 -2.2 54.3 LtdTermMuA p 4.75 0.02 2.7 16.8 GlbSel T n 14.47 NA NA NA GwthAdv p 21.23 NA NA NA Lazard Open: Mairs&Power: Mondrian:
GE Elfun/S&S: InterValue 12.60 NA NA NA MfCpCEq 15.85 -2.10 -10.0 10.8 GlLifeSci T nr 56.46 NA NA NA HighYld p 7.12 NA NA NA EmgMktEqO n 16.64 -1.43 -12.6 -0.4 MairsPwrBal n 93.46 -7.48 -6.3 19.0 IntlValEq n 12.82 NA NA NA
RSPIncm n 12.09 0.06 2.5 14.5 MidCap 29.03 -3.68 -8.5 31.7 MidCpGwth p 32.60 -3.57 -3.6 38.5 GlTech T nr 37.77 NA NA NA Inv Bal p 14.51 NA NA NA IntlStrEq n 14.12 -1.37 -9.0 22.0 MairsPwrGr n 114.78 -14.80 -9.8 23.5 Morgan Stanley Fds A:
RSPUSEq n 53.30 -6.54 -7.0 34.2 MunOpptI 9.12 0.06 3.0 17.3 MidCpValA 41.48 NA NA NA Grw&Inc T n 55.21 NA NA NA InvCon p 12.48 NA NA NA Legg Mason A: Manning & Napier Fds: InsightA p 43.46 -3.58 6.6 108.9
Tax Ex n 11.82 0.09 3.0 15.2 WorldBond 10.62 0.11 0.4 10.7 MnStFndA 44.38 -5.56 -7.8 23.8 MdCpVal T n 14.53 NA NA NA InvG&I p 16.16 NA NA NA GrowFdClA 14.92 NA NA NA ProBConsS 13.89 -0.34 -0.4 16.0 Morgan Stanley Fds I:
Trusts n 58.24 -6.78 -6.3 41.7 Hartford Funds Y: MnStOpA p 18.05 -2.25 -7.5 22.1 Resh T n 47.55 NA NA NA InvGrwt p 18.84 NA NA NA Legg Mason I: Marsico Funds: FxInOpp I 5.80 -0.07 0.9 18.0
Glenmede Funds: DivGthY 24.42 -3.21 -10.5 22.7 MnStSmCpA p 23.51 -3.14 -10.0 12.5 SCVal T n 19.66 NA NA NA LgCpGwth p 39.22 NA NA NA IntlGrTrI 50.30 NA NA NA Focus pn 18.29 -2.15 -3.1 57.9 Insight I 48.83 -4.03 6.7 110.7
CorFxd n 11.60 0.14 3.5 13.5 IntlValY 12.89 NA NA NA ModeAlloc p 12.28 NA NA NA Venture T n 73.99 NA NA NA MdCpGrw p 31.69 NA NA NA OpporTrI 27.15 -4.44 -13.8 20.7 Mass Mutual: Morgan Stanley Inst:
SmCpEqAdv n 22.71 -3.58 -12.0 0.8 IntOppY 15.97 -1.37 -7.3 14.0 ModInvA 11.25 NA NA NA Jensen I : MdCpVal p 34.56 NA NA NA Longleaf Partners: SelBluChipGroClI 22.58 -2.43 -4.0 58.1 CapGrI 49.06 -4.41 5.9 79.8
GMO Trust Class II: MidCapY 34.62 -4.38 -8.5 31.9 MunInA 14.04 0.15 4.2 18.7 Jensen I 47.09 -5.46 -9.0 41.5 Sm Cap p 47.15 NA NA NA Intl n 15.44 -1.27 -12.7 13.8 MassMutual Premier: CapGrP p 46.13 -4.14 5.9 78.4
EmergMkt r 30.93 NA NA NA WorldBond 10.65 0.11 0.3 10.8 RchHiYldMuniA 8.29 0.10 5.3 35.0 JensenQualGrJ n: SR2020 p 17.31 NA NA NA Partners n 18.14 -1.76 -10.6 -4.5 CoreBdI 11.36 0.07 3.4 16.8 CorPlusFxdIncI 11.79 0.08 3.1 19.2
GMO Trust Class III: Hartford HLS Fds IA: RealEst p 20.72 -2.90 -5.6 18.6 JensenQualGrJ n 47.08 -5.47 -9.1 40.4 SR2030 p 18.33 NA NA NA Sm-Cap n 21.18 -2.29 -12.7 4.3 MassMutual Select: GloFranI t 26.84 -3.08 -5.9 40.7
EmgCntryDt r 27.58 NA NA NA Balanced 28.79 -2.36 -4.9 22.7 RisingDivA 19.03 -2.50 -8.2 23.8 John Hancock: SR2040A p 19.99 NA NA NA Loomis Sayles Fds: BlackRockGlAllCi 10.86 NA NA NA IntlEqI 13.43 -1.19 -8.9 12.5
Quality 22.77 -2.71 -8.1 45.8 CapApp 42.82 -5.44 -7.0 30.4 RochAMTFrMuni 8.03 NA NA NA 500Index1 34.70 -4.48 -8.3 31.4 USEquity 15.08 NA NA NA HiInc 5.98 -0.27 -4.2 6.7 BlChpGrR5 22.55 -2.43 -4.0 57.5 MorganStanleyPathway:
GMO Trust Class IV: DiscEqui 14.69 -1.91 -8.0 38.7 RochCAMuni 9.28 0.09 4.2 25.8 BondI 16.54 0.08 3.3 17.0 ValAdv t 32.76 NA NA NA LSBondI 13.48 -0.40 -2.0 10.4 IdxEqI 16.78 -2.17 -8.3 32.1 CoreFxIcm n 8.55 NA NA NA
EmgCntrDt 27.53 NA NA NA Div&Grwth 19.72 -2.65 -10.7 22.9 RochLmtTrNYMuni p 3.12 0.01 2.4 14.6 BondR6 16.57 0.08 3.3 17.4 JPMorgan C Class: LSBondR pn 13.41 -0.39 -2.0 9.5 IndxEqR4 n 16.31 -2.11 -8.3 30.2 EmgMkt n 14.27 NA NA NA
IntlEq 20.05 -1.99 -9.2 9.0 GrwthOpp 34.69 -4.03 -2.1 55.7 RochPAMuni 11.68 0.10 4.0 26.0 CapApprNAV 15.53 -1.85 -1.3 63.6 InvBal p 14.24 NA NA NA LSCorBndA p 13.64 0.10 3.6 15.3 IndxEqR5 16.85 -2.18 -8.3 31.7 LgCapEq n 18.29 -2.43 -9.0 27.0
Quality 22.82 -2.71 -8.1 46.0 IntlOpp 15.33 -1.34 -7.4 14.5 RoMu A p 17.55 0.22 5.2 31.6 ClassicVal I 27.63 -4.35 -15.6 -1.1 InvConsvGr t 12.42 NA NA NA LSFixIncl 13.21 -0.36 -0.8 14.7 MCGrEqIII 21.94 -2.61 -7.4 38.5 Munder Funds:
GMO Trust Class VI: MidCap 34.92 -4.42 -8.5 32.0 SenFltRtA 7.23 NA NA NA DispVal I 17.97 -2.55 -13.4 9.6 ValAdv t 32.66 NA NA NA LSStrIncA p 14.11 -0.45 -2.1 9.3 MCpGrEqIIS 21.69 -2.58 -7.4 38.1 MndrIntlSmCpInv r 12.73 NA NA NA
EmgMkts r 30.71 NA NA NA SmallCo 19.00 -2.35 -7.1 44.5 ShortTerm p 8.66 0.02 1.1 8.2 DispValMdCpR6 19.57 -2.87 -12.1 7.8 JPMorgan Funds: LSStrIncC t 14.25 -0.44 -2.2 6.8 PIMCITRetI 10.38 0.11 3.6 16.0 Munder Funds Cl Y:
Quality 22.78 -2.70 -8.1 46.3 SmCpGrwth 27.16 -3.36 -8.6 26.1 SmCpValA t 11.83 -1.96 -17.4 -9.1 DispValR6 18.00 -2.56 -13.3 9.9 Fl EmMktEq L 30.76 NA NA NA SmCpGI 24.95 -2.79 -6.0 42.4 Matthews Asian Funds: MndrMdCpCGroY r 15.50 NA NA NA
Goldman Sachs A: Stock 84.98 -10.70 -8.2 36.5 SP IncomeA 3.73 -0.56 -23.6 -31.7 GblShrhYldI 10.53 NA NA NA MdCpVal L 35.43 NA NA NA Lord Abbett A: AsiaDivInv nr 16.00 -0.73 -8.4 11.9 MndrSCVClY p 30.23 NA NA NA
CapGr 22.45 NA NA NA TotRetBd 11.79 0.07 3.1 17.5 ComstkSel 24.60 NA NA NA IntlGrwI 28.00 NA NA NA USEquity L 15.17 NA NA NA Affiltd p 13.78 -1.96 -12.7 12.0 AsiaGroInv nr 26.57 -1.72 -5.4 32.5 Mutual Series:
HYMuni p 10.69 NA NA NA Heartland Funds: Invesco Funds C: MdCpIdxI 18.84 -2.80 -11.9 8.8 JPMorgan I Class: BdDeb p 8.12 -0.16 0.5 16.5 Asian G&I Inv nr 14.82 -0.59 -5.8 12.2 BeacnZ n 14.85 NA NA NA
MidCapVal p 30.67 NA NA NA Val Inv n 33.69 -4.69 -12.6 -0.7 Eq IncC 9.28 -0.81 -8.0 5.2 Science&TechI 29.33 -2.50 -0.3 73.5 CoreBond 12.18 NA NA NA CalibrDivGr 14.54 -1.87 -9.2 24.6 ChinaInv n 19.04 -0.42 -0.4 47.7 EuropZ n 19.10 NA NA NA
Muni 16.84 NA NA NA Hennessy Funds: EqWtdC 54.17 -7.47 -10.8 16.0 IndiaInv nr 22.39 -1.44 -3.8 5.9 GlbDiscA 27.11 NA NA NA
FocInst 77.57 -9.67 -5.4 32.3 TotalStkMktIdxI 22.04 -2.89 -8.3 28.1 CorePlusBd 8.67 NA NA NA CoreFxdInc p 11.45 0.13 3.9 14.1 GlbDiscC t 27.03 NA NA NA
SmCap 43.43 NA NA NA RchHiYldMunC 8.25 0.10 5.2 32.4 VolBalSrs1 11.98 -0.71 -3.5 19.3 EmMktEq I 30.53 NA NA NA DevGt p 19.28 -2.06 -1.8 63.9 JapanInv nr 18.82 -1.25 -12.5 11.0
Goldman Sachs Inst: FocInv 75.08 -9.37 -5.5 30.9 SenFltRtC 7.24 NA NA NA VolGrw1 12.46 -1.06 -6.2 18.9 EqInc 17.57 NA NA NA FloatRt p 8.62 -0.19 -1.7 8.3 PacTigerInv nr 26.67 -1.16 -7.2 17.5 GlbDiscz n 27.72 NA NA NA
EmgMEq 21.84 NA NA NA GasUtilIndInv 26.34 -3.58 -7.9 9.4 StlpathMLPAlphFd 3.37 -0.51 -23.8 -33.4 John Hancock Class 1: EqIndx 45.47 NA NA NA FundlEq p 10.53 -1.42 -12.0 8.2 Merger Fd pn: QuestA t 13.14 NA NA NA
Gr 31.80 NA NA NA JapanInst 35.18 -2.09 -10.9 24.7 TEHYC 10.64 0.10 4.2 21.3 BlueChipGrw 42.03 -4.76 -3.8 59.2 GrAdv r 22.07 NA NA NA HiYldA t 7.31 -0.25 -1.7 12.9 Merger Fd pn 17.19 -0.13 0.1 16.2 QuestZ n 13.35 NA NA NA
HYMuni 10.69 NA NA NA Homestead Funds: Invesco Funds Instl: CapAppr 15.48 -1.84 -1.3 63.5 GvBd 11.08 NA NA NA HYMuniBd p 13.14 0.15 4.8 27.1 Meridian Funds: SharesZ n 24.46 NA NA NA
Int 11.85 NA NA NA ShtTmBd n 5.31 0.04 1.8 8.6 IntlGrow 29.79 -2.53 -9.4 16.3 Growth 34.58 -3.66 -10.8 26.6
Muni
ShDuTF
16.83
10.83
NA
NA
NA
NA
NA
NA
Value n
Hotchkis and Wiley:
45.72 -6.39 -11.2 23.1 SmCpGr
Invesco Funds P:
38.05 -4.92 -7.2 26.2 Value
Metropolitan West:
31.76 -4.36 -10.2 25.1 N
SmCapVa 47.53 NA NA NA HiYldI 11.17 -0.35 -2.3 7.9 Summit P pn 20.78 -2.47 -6.0 51.1 IntmBdI 10.75 NA NA NA Nationwide Fds R6:
Gotham: MidCpVal
ValOppI
26.45
25.32
-4.31 -19.4 -22.3
-2.84 -12.6 7.7
Invesco Funds Y: NOTICE TO READERS: LowDurBdI 8.81 NA NA NA BdIdxR6 11.57 NA NA NA
AbsRt Inst 14.08 NA NA NA BalancedRiskAllY n 10.06 -0.53 -4.8 8.9 TotRetBd n 11.23 NA NA NA IntIdxR6 7.28 NA NA NA
GothamIdxPl Inst 14.12 NA NA NA DevMktY n 41.61 -2.86 -8.8 26.4 Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters TotRetBdI 11.22 NA NA NA MidCapIdxR6 14.10 NA NA NA
Guggenheim Funds Tru:
FloRaStraFdInst 24.93 -0.41 -0.9 9.1
I DiscovY n
EqWtdY n
93.34
57.34
NA
-7.90
NA
-10.7
NA
19.4
TRBdPlan
UnconstrBdI
10.56
11.97
NA
NA
NA
NA
NA
NA
Nationwide Fds Serv:
IDAggr p 8.25 NA NA NA
MacOppFdClInstl 25.72 -0.08 0.4 7.1 ICM Small Company: GlblOppY n 55.78 -6.84 -10.6 32.8 MFS Funds Class A: IDMod p 8.87 NA NA NA
TotRtnBdFdClInst 28.08 0.37 3.9 15.2 ICMSmCo 24.77 -3.58 -14.7 4.4 GloblY n 87.56 -9.45 -9.0 31.5 Please visit the new Market Lab home page on barrons.com under Data. AgGrAlA p 23.37 NA NA NA IDModAggr p 8.62 NA NA NA
TotRtnBondFdClA 28.06 0.37 3.8 14.2 IFP US Equity Fund: IncomeY n 3.88 -0.58 -23.7 -31.3 BondA p 15.17 0.04 3.5 19.8 Natixis Funds:
GuideStone Funds: IFP US EquityFd 17.19 NA NA NA IntGrowY n 40.88 -3.62 -7.6 17.6 www.barrons.com/market-data/market-lab CoEqyA 32.33 -3.98 -7.6 37.7 InvGradeBdA p 11.65 0.05 3.3 16.2
AggrAllGS4 n 10.94 NA NA NA INVESCO A Shares: IntlBdY n 5.43 NA NA NA ConAllA p 15.95 NA NA NA InvGradeBdY 11.66 0.05 3.3 17.0
BalAllGS4 n 11.81 NA NA NA AmValA 29.67 -4.35 -14.1 -2.5 IntlSmCoY n 42.11 -3.96 -11.8 30.1 Growth A p 116.05 -12.48 -2.7 65.2 LSGrowthY 17.56 -1.76 -4.3 52.9
Short Interest
NYSE Short Interest Falls 1% Nasdaq Shorts Lost 0.6%
S A
HORT INTEREST ON THE NEW YORK Short interest on the NYSE American S OF FEB. 14, OVERALL NASDAQ The short-interest ratio was 3.99 days, versus
Stock Exchange fell 0.79%, to Exchange rose by 0.76%, to 482,939,853 short interest lost 0.6%, to 4.01 days for the previous reporting period.
15,641,848,373 shares, as of Feb. shares, as of Feb. 14, from a revised 9,024,767,230 shares, compared Short interest on the Nasdaq Capital Mar-
14, from a revised 15,766,964,660 479,289,680, as of Jan. 31. with 9,077,259,545 on Jan. 31. The kets rose 0.7%, to 985,943,146 shares in 1,030
on Jan. 31. The short-interest ratio in- The short-interest ratio increased to 3.55 short-interest ratio was 3.77 days, versus 3.63 securities, versus 979,054,417 in 1,028 on Jan.
creased to 4.3 days, versus a revised 4.2 days, versus a revised 3.45 in the previous in the preceding reporting period. 31.
days on Jan. 31. period. On the Nasdaq Global Markets, short in- The Feb. 14 short-interest ratio was 2.59
The ratio is calculated by dividing the —MICHAEL T. KOKOSZKA terest decreased 0.7%, to 8,038,824,084 shares days, compared with 2.04 days in the previous
number of shares sold short by the average in 2,425 securities. That compares with reporting period. —MICHAEL T. KOKOSZKA
total traded each day. 8,098,205,128 in 2,420 securities on Jan. 31.
HYMuniBd 13.14 0.14 4.7 27.4 ValueI 40.70 -4.60 -8.9 19.1 Oakmark n 73.97 NA NA NA TotRet 10.64 0.06 3.3 13.3 Ret2055 15.21 NA NA NA InvGrdBd n 22.43 NA NA NA NAmerEqInv n 16.75 NA NA NA S&P Sel n 45.68 -5.48 -7.5 33.3
Income 2.96 -0.02 2.3 18.1 MFS Funds Instl: OakmrkInt n 22.17 NA NA NA PIMCO Funds A: RetBal Inc n 15.33 NA NA NA RESec n 34.44 NA NA NA Schwab Funds: SmCp Sel nr 26.19 -3.15 -10.1 11.1
IntrTxFr 11.49 0.09 3.4 16.8 IntlEq 25.62 -2.24 -8.0 29.1 Select n 40.43 NA NA NA AllAsset 11.52 NA NA NA SciTec n 42.86 NA NA NA StratBd n 11.44 NA NA NA 1000 Inv nr 65.95 -7.95 -7.3 32.6 SmCpEqSel nr 15.24 -2.09 -12.3 -1.4
NatlTxF p 12.22 0.13 4.2 21.4 Mondrian: Oberweis Funds: HiYld 8.88 -0.18 -1.1 14.7 Sht-Bd n 4.76 NA NA NA TaxExBd n 24.19 NA NA NA Balanced n 15.61 NA NA NA Trgt2020 nr 13.98 NA NA NA
ShtDurIncm 4.23 0.00 1.0 9.9 IntlValEq n 13.02 -1.13 -10.3 9.7 IntlOppInst 9.58 -1.02 -8.0 14.7 HiYldMuniBd 9.82 0.10 4.6 25.8 SmCap n 44.60 NA NA NA TMUSMdSmCp n 28.34 NA NA NA CoreEq n 20.62 -2.56 -8.8 24.5 Trgt2030 nr 15.05 NA NA NA
TotRet 10.72 0.01 2.8 13.6 Morgan Stanley Fds A: Old Westbury Fds: IncomeFd 12.05 NA NA NA SmCapStk n 50.03 NA NA NA TxMngUSLgCp n 46.64 NA NA NA DivEqSel n 13.41 -1.59 -10.7 7.6 Trgt2040 nr 15.64 NA NA NA
Lord Abbett I: InsightA p 42.77 -4.27 4.9 104.2 AlCpCore n 18.17 NA NA NA IntlBdUSH 10.87 NA NA NA SpecGr n 22.35 NA NA NA USSmCpEq n 25.71 NA NA NA FunIntlLgInst nr 8.26 NA NA NA TSM Sel nr 51.75 -6.26 -7.5 30.7
BdDebentr 8.09 -0.15 0.6 17.2 Morgan Stanley Fds I: FixInc pn 11.60 0.07 2.2 10.1 InvstGrCrBd 11.18 -0.05 2.9 21.1 SpecInc n 12.67 NA NA NA Russell LifePoints A: FunUSLgInst nr 15.86 -2.03 -10.9 19.5 TxFrBd n 12.26 0.08 2.8 14.0
DevlpGro 24.09 -2.50 -1.5 62.9 FxInOpp I 5.83 -0.04 1.1 18.4 LrgCpStr n 14.48 NA NA NA LowDurA 9.88 NA NA NA SpecIntl n 13.20 NA NA NA BalStrat p 10.65 NA NA NA HlthCare n 23.94 -2.22 -7.2 26.1 USSmCoIdx nr 12.32 -1.65 -12.5 4.0
FloatRt 8.69 -0.12 -0.9 9.6 Insight I 48.06 -4.80 5.0 106.0 MuniBd pn 12.49 0.05 1.9 9.8 LowDurInc 8.53 -0.06 -0.1 11.6 SuMuInc n 12.54 0.10 3.3 17.3 Rydex Investor Class: InflProSel n 11.59 0.06 2.9 11.9 Segall Bryant & Hami:
FundlEq 10.75 -1.28 -10.7 10.0 Morgan Stanley Inst: MutiAstOpp n 7.39 NA NA NA MuniBdA 10.41 0.07 3.2 18.9 SuMuInt n 12.38 0.06 2.3 13.4 NasdaqInv n 42.91 -5.14 -3.4 56.3 IntI Sel nr 18.78 -1.62 -9.4 14.7 PlusBd n 11.07 0.03 3.1 15.8
HiYld 7.40 -0.19 -0.8 14.4 CapGrI 48.33 -5.14 4.3 76.0 OWstbryNYMuBndFdn 10.58 0.04 1.8 NS RAEPLUS 5.89 NA NA NA TF Incom n 12.66 0.09 3.1 19.9 IntlMstr nr 21.81 -2.04 -8.9 17.2 SEI Portfolios:
ShtDurInc p
LSVValEq :
4.23 0.01 1.0 10.2 CapGrP p 45.44
CorPlusFxdIncI 11.73
-4.83
0.02
4.3
2.6
74.6
18.6
Sm&MdCapStrategi n 14.74
Oppenheimer Y:
NA NA NA RealRtnA
ShtTmA
11.53
9.81
NA
0.03
NA
1.0
NA
6.6
TF Incom n
TFSI n
10.53
5.70
0.08
0.01
3.2
1.1
16.0
6.8
S MT AllEq n
MT Bal n
17.86
18.11
NA
NA
NA
NA
NA
NA
CoreFxIn F
EMktDbt F
11.78
10.17
0.03 2.8 15.3
-0.20 -1.2 12.6
LSVValEq 23.64 -3.15 -13.9 3.5 GloFranI t 27.14 -2.78 -4.9 41.9 CoreBdY n 7.12 NA NA NA StksPLSTR 10.52 NA NA NA TotIndex n 34.31 NA NA NA Schroder Funds: MT Gro n 22.30 NA NA NA HiYld F 6.85 -0.14 -0.6 14.7
IntlEqI 13.57 -1.05 -7.9 13.7 Optimum Funds Inst: TotRetA 10.64 0.06 3.3 14.2 U.S.EqResch n 29.98 NA NA NA
M MorganStanleyPathway:
CoreFxIcm n 8.55 0.02 2.7 15.5
Fixed Inc
Intl Eqty
9.90
12.58
NA
NA
NA
NA
NA
NA
PIMCO Funds C:
IncomeFd 12.05 NA NA NA
USLrgCpCore n 25.97
USTInter n 6.08
NA
NA
NA
NA
NA
NA
MainStay Fds A: EmgMkt n 14.27 -0.93 -8.4 16.5 LgCpGrwth 19.74 NA NA NA TotRetIncC
PIMCO Funds I2:
10.64 0.06 3.2 11.7 USTLg n 14.09 NA NA NA DATES TO WATCH FOR
ConvtA 18.23 NA NA NA LgCapEq n 18.44 -2.28 -8.3 27.7 LgCpVal 16.52 NA NA NA VABond n 12.48 0.09 3.0 14.8
HiYldBdA 5.63 NA NA NA Munder Funds: SmCpGrwth 14.19 NA NA NA All Asset 11.54 NA NA NA Value n 35.64 NA NA NA
MndrIntlSmCpInv r 13.16 NA NA NA SmCpVal 12.55 NA NA NA ComPLUSStrtgyFd 4.78 NA NA NA Price Funds - Adv Cl:
IncBldr 18.84 -1.08 -3.7 16.7
Munder Funds Cl Y: Osterweis Strat Income: DivInc 11.29 NA NA NA BlChip p 121.99 NA NA NA March Data for
LgCpGrA p 8.77 -1.04 -4.5 58.7
TxFrBdA 10.66 0.09 3.5 18.7 MndrMdCpCGroY r 16.10 NA NA NA OsterweisStrInc n 10.82 -0.11 -0.2 9.5 Income 12.05 NA NA NA CapAppA p 30.74 NA NA NA
MainStay Fds I: MndrSCVClY p 31.43 NA NA NA IntlBdUSH 10.87 NA NA NA Growth p 71.57 NA NA NA 2 PMI Manufacturing Index (9:45 a.m.) - Final February
EpochGlb r
MAPI
17.29
39.13
-1.70
-5.04
-9.3
-8.7
11.8
28.8
Mutual Series:
BeacnZ n 15.30 NA NA NA PQ InvstGrCrBd
LgTrmCrdtBd 13.58
11.18 -0.05
NA
3.0
NA
22.2
NA
MCapGro p
R2020A p
88.32
21.56
NA
NA
NA
NA
NA
NA ISM Manufacturing Report (10:00 a.m.) February
EuropZ n 19.70 NA NA NA LowDurInc 8.53 -0.06 -0.1 12.6 R2030A p 25.00 NA NA NA
S&P500IdxA 41.36 -4.97 -7.6 31.3
GlbDiscA 28.00 NA NA NA
PACE Funds Cl P:
LwDur 9.88 NA NA NA R2035 18.37 NA NA NA Construction Spending (10:00 a.m.) January
TRBd 11.15 0.04 3.0 15.0 IntlEqty P 14.23 -1.24 -8.8 13.0
Mairs&Power: GlbDiscC t 27.93 NA NA NA LgGrEqty P 22.25 -2.56 -3.1 49.6 RealRtn 11.53 NA NA NA R2040A p 25.92 NA NA NA
MairsPwrBal n 94.19 -6.75 -5.6 19.5 GlbDiscz n 28.64 NA NA NA LgVEqty P 19.03 -2.44 -12.8 4.6 ShtTm 9.81 0.03 1.0 7.1 Ret2045-A p 17.73 NA NA NA 3 Car Sales (3:45 p.m.) February
MairsPwrGr n 116.21 -13.37 -8.7 24.2 QuestA t 13.45 NA NA NA StraFxd P 14.42 NA NA NA TotRt 10.64 0.06 3.4 15.1 Ret2050-A p 14.93 NA NA NA
Manning & Napier Fds: QuestZ n 13.68 NA NA NA StratInvP 10.62 NA NA NA PIMCO Funds Instl: SciTec p 42.13 NA NA NA 4 PMI Manufacturing Index (9:45 a.m.) - Final February
ProBConsS 13.88 -0.35 -0.5 15.8 SharesZ n 25.32 NA NA NA Pacific Life Funds: ComPLUSStrtgyFd 4.80 NA NA NA Price Funds - R Cl:
Marsico Funds: PortOptModAggClA p 12.86 NA NA NA DynamicBd 10.56 -0.04 -0.1 11.2 BlChipR p 116.86 NA NA NA PMI Service Index (9:45 a.m.) February
Focus pn
Mass Mutual:
18.24 -2.20 -3.3 57.2 N PortOptModClA r
Palmer Square:
12.31 NA NA NA IncomeFd 12.05
InflRespMulAsset 8.11
NA NA NA
NA NA NA
ExtIndex nr
GrowthR p
28.11
68.80
NA
NA
NA
NA
NA
NA ISM Non-Mfg. Report (10:00 a.m.) February
SelBluChipGroClI 22.54 -2.47 -4.2 57.1 Nationwide Fds R6: Income Plus 9.94 -0.03 0.4 9.9 Pioneer Funds A: R2020R p 21.35 NA NA NA
BdIdxR6 11.58 NA NA NA AMTFreeMuniA p p 15.72 0.17 4.0 19.8 R2030R p 24.78 NA NA NA Beige Book (2:00 p.m.)
MassMutual Premier: Parnassus Fds: BondA 10.07 -0.01 2.4 13.9
CoreBdI 11.33 NA NA NA IntIdxR6 7.50 NA NA NA ParnEqFd n 43.95 -4.98 -6.5 36.0 R2040R p 25.73 NA NA NA
MassMutual Select: MidCapIdxR6 14.63 NA NA NA Parnsus n 47.51 -5.27 -5.9 21.7 CoreEqA 18.83 -2.14 -7.2 29.8 Ret2025-R p 17.11 NA NA NA 5 Challenger Job-Cut Report (7:30 a.m.) February
Nationwide Fds Serv: DiscGrA 17.01 -1.86 -4.0 46.0 Ret2035-R 18.15 NA NA NA
BlackRockGlAllCi 11.08 NA NA NA Pax World Fds: EqIncA 32.27 -3.77 -11.8 11.6 Productivity and Costs (8:30 a.m.) - Revised Q4, 2019
BlChpGrR5 22.51 -2.47 -4.2 56.7 IDAggr p 8.56 NA NA NA SustAll Inv n 22.58 -1.40 -3.3 22.5 Ret2050-R 14.80 NA NA NA
IDMod p 9.11 NA NA NA HighIncMuniA 7.71 0.06 3.4 23.4 PRIMECAP Odyssey Fds:
IdxEqI 16.92 -2.03 -7.5 32.9
IDModAggr p 8.91 NA NA NA
Paydenfunds: HiYieldA p p 9.53 -0.25 -1.4 13.7 AggGrowth nr 41.31 -5.19 -8.0 32.6 Factory Orders (10:00 a.m.) January
IndxEqR4 n 16.44 -1.98 -7.6 30.9 CoreBd n 11.11 0.01 NA NA MdCapVa 20.83 -2.49 -10.1 -2.1
IndxEqR5 16.99 -2.04 -7.6 32.5 Natixis Funds: EqIncInv n 16.77 -1.81 NA NA Growth nr 36.87 -4.79 -9.9 30.2
MCGrEqIII 22.10 -2.45 -6.7 38.5 InvGradeBdA p 11.60 0.00 2.8 15.6 LowDur n 10.17 0.03 NA NA
PioFdA 27.41 -2.97 -7.3 36.0 Stock nr 30.59 -3.75 -11.3 23.3 6 Employment Situation (8:30 a.m.) February
InvGradeBdY 11.60 -0.01 2.8 16.3 SelMCGrA 42.97 -5.19 -4.4 43.8 Principal Investors:
MCpGrEqIIS 21.85 -2.42 -6.7 38.1 LtdMat n 9.52 0.01 NA NA StratIncA p p 11.09 -0.09 1.2 13.4 International Trade (8:30 a.m.) January
PIMCITRetI 10.32 0.05 3.0 15.4 LSGrowthY 17.53 -1.79 -4.4 51.9 Pear Tree: CapApprA p 45.39 -5.04 -8.0 32.9
USEqOppsA 33.93 -3.64 -7.1 36.2 Pioneer Funds Y: ConBalA p 11.90 -0.53 -2.5 16.0
Matthews Asian Funds: ForeignVal I r 19.41 -1.79 -12.1 8.4 AMTFreeMuniY 15.68 0.17 4.1 20.7 EqIncIA p 30.39 -3.58 -10.8 24.0 Wholesale Trade (10:00 a.m.) January
AsiaDivInv nr 15.98 -0.75 -8.5 11.5 Neuberger Berman Fds: PolForegValOrd tn 19.48 -1.80 -12.2 7.2
EmgMktInst 19.02 -1.28 -7.5 17.7 BondY 9.98 0.00 2.4 15.2 FlIncA p 12.30 -0.35 -1.3 14.2
AsiaGroInv nr 26.49 -1.80 -5.7 32.3 Perm Port Funds: SelMCGrY 47.21 -5.71 -4.4 44.8 HighYldA p 7.09 -0.14 -1.2 11.6
Consumer Credit (3:00 p.m.) January
Asian G&I Inv nr 14.85 -0.56 -5.6 12.3 EqIncInst 12.98 NA NA NA Permanent n 39.98 -1.91 -1.9 14.7 StratIncY p p 11.09 -0.09 1.3 14.5
GenesInst 54.60 -5.33 -6.7 25.0 HiYld IN 9.30 -0.21 -0.6 11.4
ChinaInv n 18.86 -0.60 -1.4 45.5
HiIncBdClR6 8.55 NA NA NA
PGIM Funds Cl A: Price Funds: InfPro IN 8.86 0.02 2.4 10.9 10 NFIB Small Business Optimism Index (6 a.m.) February
IndiaInv nr 22.94 -0.89 -1.5 8.7 2020FcA 14.97 NA NA NA 2050RetFd n 15.08 NA NA NA
JapanInv nr 18.74 -1.33 -12.9 10.4 HiIncBdInst 8.55 NA NA NA Balanced 15.71 NA NA NA LgIndxI 18.16 -2.19 -7.6 32.7
PacTigerInv nr 26.68 -1.15 -7.2 17.2 IntrinsicValInst 14.10 -2.01 -9.7 11.6 HighYield 5.46 -0.12 -1.2 17.5
Balnanced n 24.45 NA NA NA LgIndxJ tn 17.98 -2.16 -7.6 31.9 11 Consumer Price Index (8:30 a.m.) February
LgShInst 14.97 NA NA NA BdEnhIdx nr 11.55 NA NA NA LT2020 In 13.25 -0.64 -2.6 20.4
Merger Fd pn: JennBlend 19.84 NA NA NA BlChip n 124.31 NA NA NA Treasury Budget (2:00 p.m.) February
Merger Fd pn 17.19 -0.13 0.1 16.4 MultCpOptyInst 15.66 -1.85 -7.4 30.3 JennGrowth 42.56 NA NA NA LT2020J tn 13.18 -0.63 -2.6 19.9
StrIncInst 11.08 NA NA NA CA Bond n 12.03 0.08 2.8 16.1 LT2030In 13.87 -0.94 -4.3 22.8
Meridian Funds: JennHealthSci 42.61 NA NA NA Communica&Tech n 129.96 NA NA NA 12 PPI (8:30 a.m.) February
Growth 34.75 -3.49 -10.4 25.2 SustainableEqIns 34.37 -3.93 -8.6 20.6 JennMidCapGrowth 21.40 NA NA NA LT2030J tn 13.83 -0.94 -4.3 22.1
Neuberger Berman Inv: CorpInc n 10.20 NA NA NA LT2040I 14.51 -1.22 -5.8 24.5
Value 31.98 -4.14 -9.6 24.7 JennSmallCompany p 19.60 NA NA NA DivGro n 51.71 NA NA NA 13 U.S. Import & Export Price Indexes (8:30 a.m.) February
Metropolitan West: Focus n 24.15 -2.48 -4.4 25.7 JennUtility 16.33 NA NA NA LT2040J tn 14.38 -1.21 -5.8 23.8
Genes n 54.72 -5.34 -6.7 24.4 DvsfMCGr n 34.40 -3.87 -6.2 45.3 LT2050I 14.51 -1.38 -6.7 24.9
IntmBdI 10.75 0.04 2.1 11.4 NationalMuni 15.55 0.13 3.6 16.0 EmgMktB n 11.87 NA NA NA Michigan Consumer Sentiment (10:00 a.m.) - Preliminary March
LowDurBdI 8.81 0.02 0.9 8.0 Guard n 18.45 -1.91 -2.2 46.1 ShrtTermCorpBond 11.20 NA NA NA MdGrIII Inst 11.24 -1.21 -5.1 42.9
IntlEqInst r 12.60 -1.08 -8.3 19.1 EmMktS n 43.80 NA NA NA MidCpBldA 29.14 -3.25 -3.2 48.6
TotRetBd n 11.23 0.06 3.0 14.7 TotalReturnBond p 14.90 NA NA NA
TotRetBdI 11.22 0.05 3.0 15.4 LCVal n 28.75 -3.41 -11.0 20.1 PGIM Funds Cl C:
EqInc n 29.50 NA NA NA PreSecI 10.41 -0.20 0.8 19.7 16 Empire State Manufacturers Survey (8:30 a.m.) March
MdCpGrInv n 15.06 -1.59 -4.1 40.7 EqIndex n 82.99 NA NA NA PtrLGI In 15.50 -1.73 -3.5 65.4
TRBdPlan 10.56 0.05 3.0 15.7 TotalReturnBond 14.88 NA NA NA Europe n 20.84 NA NA NA Treasury International Capital Data (4 p.m.) January
UnconstrBdI 11.97 -0.01 1.0 11.9 Neuberger Berman Tr: PGIM Funds Cl Z: PtrLV In 15.21 -1.90 -10.6 18.9
FinSvcs n 26.91 NA NA NA RealEstSecI 26.67 -3.04 -4.0 26.2
MFS Funds Class A: Genes n 54.72 -5.34 -6.7 24.1 GlobalRealEstate 24.33 NA NA NA
AgGrAlA p 24.19 NA NA NA GenesisFdR6 54.55 -5.32 -6.6 25.4 HighYield 5.48 -0.11 -1.0 18.4
GlbStk n 45.26 NA NA NA SAMBalA p 15.10 -0.99 -4.4 19.1 17 Retail Sales (8:30 a.m.) February
GlbTech n 17.05 NA NA NA SAMGrA p 16.59 -1.44 -6.0 22.4
BondA p 15.11 -0.02 3.1 19.4 Nicholas Group: JennGrowth 46.56 NA NA NA
CoEqyA 32.62 -3.69 -6.7 38.4 Nch II I 26.40 -2.83 -6.8 38.4 JennHealthSci 47.87 NA NA NA
GMS-fd n 11.54 NA NA NA StrGrw A p 17.48 -1.80 -7.2 23.4 Industrial Production & Capacity Utilization (9:15 a.m.) February
GNMA n 9.27 NA NA NA ProFunds Inv Class:
ConAllA p 16.18 NA NA NA Nich n 65.76 -6.82 -5.4 36.2 JennMidCapGrowth 25.04 NA NA NA Gr&In n 29.41 NA NA NA Business Inventories (10:00 a.m.) January
Growth A p 116.01 -12.52 -2.7 64.6 Northern Funds: JennSmallCompany 21.64 NA NA NA UltNASDAQ-100 n 83.15 -21.68 -7.8 110.7
Growth n 73.45 NA NA NA Putnam Funds Class A:
GlEqA 43.01 -4.78 -9.4 24.2 ActMEmgMktEq nr 18.40 NA NA NA TotalReturnBond 14.85 NA NA NA HelSci n 78.24 NA NA NA NAHB Housing Market Index (10:00 a.m) March
GlTotA p 17.59 -0.96 -4.9 16.1 ActMIntlEq nr 10.06 NA NA NA PIMCO Fds Admin: CATx p 8.43 0.07 3.4 17.7
HiYield n 6.60 NA NA NA DvrIn p 7.03 -0.08 -0.6 15.6
GrAllA p 21.26 NA NA NA BdIdx n 11.05 0.05 3.0 14.7 ShortTrmAd p 9.81 0.03 1.0 6.6 InstEmMEq 39.84 NA NA NA JOLTS (10:00 a.m.) January
GvScA p 10.21 0.07 3.0 11.0 CAIntTxEx n 11.13 0.07 2.8 13.9 TotRtAd p 10.64 0.06 3.3 14.6 InstFLRfd r 9.80 NA NA NA DynAABalA 14.45 -0.94 -4.1 15.9
HiInA p 3.41 -0.06 -0.7 13.6 EmMktsEqIdx nr 11.34 NA NA NA PIMCO Fds Instl: InstHiYld 8.79 NA NA NA DynAAGthA 15.55 -1.37 -6.3 16.9 18 Housing Starts (8:30 a.m.) February
IntGrA t 34.69 -1.98 -6.2 36.6 FixIn n 10.57 0.01 2.7 14.6 AllAsset 11.52 NA NA NA InstlCapG 44.08 NA NA NA EqIn p 23.80 -2.81 -10.1 20.4
IntlDvFdA t 19.64 NA NA NA GlbREIdx nr 11.16 NA NA NA AllAssetAuth r 7.96 NA NA NA InstLCCoreGr 48.67 NA NA NA GeorgePutBal 19.95 -1.47 -3.6 27.5 FOMC Announcement (2:00 p.m)
IntlIntVA t 43.29 -2.46 -4.6 31.9 HiYFxInc n 6.63 -0.17 -1.2 15.7 CommodtyRR 5.43 NA NA NA InstLCV 21.73 NA NA NA GlblEqty p 15.95 -1.68 -8.4 23.0
IntNwDA p 31.19 -2.62 -10.3 22.7 HiYMuni n 9.20 0.09 3.8 19.6 DivInc 11.29 NA NA NA InstSmCap 24.49 NA NA NA GlbHlthCare p 52.22 -4.92 -7.4 26.9 19 Philadelphia FRB Business Outlook Survey (8:30 a.m.) March
LtdMA p 6.05 0.01 1.0 8.0 IntlEqIdx nr 11.86 NA NA NA EmMktsBd 10.82 -0.18 1.9 19.5 IntDis n 66.21 NA NA NA GrOpp p 38.05 -4.45 -2.6 63.7
MCapA 20.42 -2.00 -2.9 59.4 IntTxExpt n 11.01 0.07 2.7 13.8 EmrgMktCur&STInv 7.87 NA NA NA IntEqIdx nr 13.17 NA NA NA HiYld A p 5.79 -0.12 -0.9 13.7 Current Account (8:30 a.m.) Q4, 2019
MCpValA p 22.17 -2.79 -10.5 11.5 MidCpIdx n 17.39 -2.18 -10.0 10.7 ExtdDur 9.86 NA NA NA IntlBond n 8.93 NA NA NA Incm p 7.33 0.04 3.2 20.0
MIGA p 30.68 -3.44 -6.9 55.7 ShIntTaxFr n 10.53 0.02 1.3 7.2 GlblBdOppUSH 10.36 NA NA NA IntlStk n 17.60 NA NA NA IntlEq p 22.41 -1.99 -8.4 13.1 U.S. Leading Indicators Index (10:00 a.m.) February
MITA p 30.23 -3.49 -7.8 32.5 SmCapIdx n 11.90 -1.44 -10.2 10.2 HiYld 8.88 -0.18 -1.0 15.9 IntlValEq n 13.02 NA NA NA NYTx p 8.98 0.07 3.2 15.8
ModAllA p 18.37 NA NA NA SmCpVal n 17.84 -2.16 -13.4 -4.6 HiYldMuniBd 9.82 0.10 4.7 27.0 Japan n 14.26 NA NA NA ShtDurBd 10.21 0.01 1.0 9.8 20 Existing Home Sales (10:00 a.m.) February
MuHiA 8.79 0.08 3.7 22.9 StkIdx n 34.27 -4.12 -7.6 32.9 IntlBdUnhedged r 9.52 NA NA NA Lat Am n 22.15 NA NA NA StDurInc 10.06 0.00 0.4 6.1
TxExpt n 11.19 0.10 3.4 16.5 SustainLdrsFd p 88.94 -9.87 -5.6 51.1
MuInA p 9.29 0.08 3.6 18.5
Nuveen Cl A:
IntlBdUSH 10.87 NA NA NA MCapVal n 26.08 NA NA NA
TFHY 13.29 0.13 3.9 22.2 24 PMI Composite Flash (9:45 a.m.) March
MuLtA 8.43 0.03 2.0 11.2 InvGrdCrBd 11.18 -0.05 3.0 22.6 MCEqGr 58.58 NA NA NA
NewDA t 26.28 -2.79 -5.7 54.3 AAMunBd p 12.31 0.11 4.1 20.8 LgTmRlRt 9.44 NA NA NA MD Bond n 11.22 0.07 2.8 15.1 TxEx p 8.93 0.08 3.4 17.9 New Home Sales (10:00 a.m.) February
ReInA p 18.70 -0.96 -5.3 27.8 CAMunBd p 11.80 0.09 3.8 17.9 LgTrmCrdtBd 13.58 NA NA NA MidCap n 91.52 NA NA NA MtgSec p 13.15 -0.01 1.3 13.6
HiYldMuBd p 18.83 0.19 5.4 31.2 Putnam Funds Class Y:
RetBdA t 11.27 0.03 2.9 15.0
IntDMunBd p 9.71 0.06 2.9 16.8
LngDurTotRtrn 11.49 NA NA NA N Asia n 18.78 NA NA NA
EqInc 23.81 -2.81 -10.0 21.3 25 Durable Goods Shipments and Orders (8:30 a.m.) February
RschA p 43.34 -4.85 -6.1 37.2 LowDur 9.88 NA NA NA N Inc n 9.92 NA NA NA
TechA p 46.58 -5.04 -1.2 71.1 LtdMnBd p 11.40 0.04 1.9 10.9 LowDurInc r 8.53 -0.06 0.0 12.9 NAmer n 55.12 NA NA NA GrOpp Y 39.96 -4.67 -2.6 64.9 FHFA House Price Index (9:00 a.m.) January
TotRA p 19.06 -1.23 -4.5 17.0 NYMunBd p 11.53 0.10 3.6 16.9 LTUSG 7.31 0.18 12.0 32.9 New Era n 29.79 NA NA NA Incm 7.46 0.04 3.0 20.7
UtilA p 22.51 -1.87 -0.9 35.5 Nuveen Cl I: ModDur 10.56 0.06 2.4 11.6 StDurInc 10.07 0.00 0.4 6.4
ValueA p 40.45 -4.58 -9.0 18.2 HYMunBd 18.83 0.19 5.5 32.1 MortgOppBd 10.90 NA NA NA
NHoriz n 62.15 NA NA NA 26 GDP (8:30 a.m) - (Third Estimate) Q4, 2019
OverS SF nr 10.40 NA NA NA
MFS Funds Class C:
ConAllC p 15.91 NA NA NA
Nuveen Cl R:
CAMunBd 11.82 0.10 3.8 18.7
RAEFndmtlAdvPLUS
RAEPlusEMG
9.42
9.50
NA
NA
NA
NA
NA
NA
QMUSSmCpGrEq n 36.62
SpectConsAllo n 19.81
-4.29
NA
-7.8
NA
30.3
NA
R International Trade (8:30 a.m.) February
GrAllC p 20.85 NA NA NA DivVal I 12.75 -1.70 -11.8 13.3 RealRtnI 11.53 NA NA NA RBC Funds:
Growth C t 90.76 -9.79 -2.8 60.9 IntDMunBd 9.74 0.06 2.9 17.4 RERRStg 9.45 NA NA NA
SpectModerAllo n 23.92
SpectModerGwAllo n 34.79
NA
NA
NA
NA
NA
NA AccCpCommInvI 9.08 0.03 1.6 9.2
27 Personal Income and Outlay (8:30 a.m) February
ModAllC p 17.99 NA NA NA LmtTrmR 11.36 0.04 2.0 11.6 ShortT 9.81 0.03 1.0 7.4 R2005 n 13.63 NA NA NA RiverNorth Funds:
TotRC t 19.19 -1.24 -4.6 14.4 NYMunBd 11.54 0.10 3.6 17.5 ShtAssetInv 10.02 0.00 0.5 6.9 R2010 n 17.88 NA NA NA RNDLIncomeI 10.53 NA NA NA 30 Pending Home Sales Index (NAR) (10:00 a.m.) February
ValueC t 39.93 -4.52 -9.1 15.6 RealEst 19.79 -2.27 -3.9 16.4 StcksPLUSIntlHdg r 7.70 NA NA NA R2015 n 14.33 NA NA NA Royce Funds:
MFS Funds Class I: SmCpVal 20.21 -2.61 -14.0 -16.9 StcksPLUSShort 7.16 NA NA NA R2020 n 21.72 NA NA NA Oppty I nr 10.88 -1.57 -13.1 3.5 31 S&P/Case-Shiller Home Price Indices (9:00 a.m.) January
BondI 15.09 -0.03 3.1 20.2 StcksPLUSSmall 9.22 NA NA NA R2025 n 17.40 NA NA NA PAMut I nr 8.37 -0.99 -11.3 14.6
Growth I
IntNwDI
124.07
32.16
-13.38
-2.71
-2.6
-10.3
65.8
23.6
O StkPlsLgDur
StPlTRInst r
7.82
10.75
NA
NA
NA
NA
NA
NA
R2030 n
R2035 n
25.23
18.46
NA
NA
NA
NA
NA
NA
PremierI nr
SpecEqI nr
11.68
15.86
-1.16
-1.37
-9.3
-9.8
25.3
0.2
Chicago PMI (9:45 a.m.) March
MCapI 21.76 -2.13 -2.8 60.6 Oak Associates Funds: TotRetESG 9.56 0.04 3.3 15.0 R2040 n 26.17 NA NA NA TotRet I nr 9.76 -1.06 -10.7 6.3 Consumer Confidence (10:00 a.m.) March
MCpValI 22.75 -2.87 -10.4 12.3 RedOakTec n 28.54 -3.61 -8.2 50.8 TotRt 10.64 0.06 3.4 15.4 RealAssets nr 11.04 NA NA NA RS Funds:
MIGI p 31.68 -3.56 -6.9 56.7 Oakmark Funds Invest: TRII 10.06 NA NA NA RealEst n 25.73 NA NA NA CoreEqVIP 45.02 NA NA NA
ReInT t 19.39 -0.99 -5.3 28.7 EqtyInc nr 27.73 NA NA NA TrndsMgdFutStrgy 9.95 NA NA NA Ret2025A p 17.30 NA NA NA InvQBdVIP 12.88 NA NA NA
RetBdI 11.27 0.02 2.9 15.4 GlbSel nr 17.06 NA NA NA PIMCO Funds: Ret2045 n 17.85 NA NA NA Russell Funds S: Note: Some dates and times are approximations.
RschI 44.54 -4.98 -6.1 38.2 Global n 26.60 NA NA NA IncomeFd 12.05 NA NA NA Ret2045R 17.51 NA NA NA EmerMkts 18.04 NA NA NA
TotRI 19.06 -1.23 -4.4 17.9 IntlSmCp nr 14.60 NA NA NA StcksPLUSIntlHdg 7.62 NA NA NA Ret2055 n 15.32 NA NA NA IntlDvMkt n 34.32 NA NA NA
HlthCareAdml nr 81.62 -9.17 -7.0 25.7 TotBdAdml n 11.43 0.13 3.9 15.8 IntlGr n 30.63 -2.76 -5.2 43.5 StratgcEq n 29.48 -4.37 -11.8 8.0 TotSt n 73.09 -9.55 -8.2 30.1 STBDInst 10.74 0.09 2.0 9.2 MulSStI 4.75 -0.01 0.9 9.5 SpSmCpValA p p 30.81 NA NA NA
HYCorAdml nr 5.87 -0.12 -0.7 16.9 TotIntBdIdxAdm n 23.19 0.07 2.7 16.6 IntlVal n 33.50 -3.21 -10.7 12.1 StrSmCpEqInv n 28.85 -4.33 -12.6 1.6 VANGUARD INSTL FDS: STCorpIxInst p 27.30 0.08 1.7 11.4 QualitySmCapI 17.89 -2.16 -7.1 13.3 StrMunA 9.31 NA NA NA
InfProAd n 26.69 0.21 3.1 11.6 TotIntlAdmIdx nr 26.94 -2.39 -9.8 13.4 INSTTRF2015 22.67 -0.76 -1.4 19.3 STTsry n 10.74 0.10 1.6 6.8 BalInst 37.90 -2.64 -3.4 25.4 STIGradeInst 10.86 0.05 1.6 10.2 SmCapSusI 39.52 -3.70 -3.3 92.6 Wells Fargo Adv Inst:
InfTechIdx n 120.60 -14.92 -3.9 83.4 TotStAdml n 73.13 -9.55 -8.2 30.5 INSTTRF2020 23.38 -1.18 -3.0 20.6 TgtRe2015 n 14.97 -0.50 -1.4 19.0 DevMktsIndInst 12.72 -1.22 -10.2 13.3 STIPSIxins 24.92 0.07 0.9 6.7 SmCpCorI 37.84 -4.44 -7.8 61.3 CoreBd 13.57 NA NA NA
IntlGrAdml n 97.43 -8.78 -5.2 44.0 TxMBal nr 33.40 -1.85 -2.5 23.6 INSTTRF2025 23.74 -1.47 -4.0 21.8 TgtRe2020 n 31.55 -1.58 -3.0 20.5 DevMktsInxInst 19.89 -1.90 -10.1 13.4 STTresIdx 25.76 0.17 1.4 6.8 Vivaldi Merger: Growth 42.12 NA NA NA
ITBondAdml n 12.30 0.18 4.6 18.0 TxMCapAdml n 152.84 -19.85 -7.9 32.8 INSTTRF2030 23.88 -1.70 -4.9 22.3 TgtRe2025 n 19.05 -1.17 -4.0 21.6 EmgMktInstPl 85.50 -5.57 -8.5 14.1 TotBdInst 11.43 0.13 3.9 15.8 Arbitrage Fund 10.50 -0.04 -0.1 11.4 MdCpVal 38.05 NA NA NA
ITCorpIx n 25.30 0.10 3.2 20.1 TxMIn nr 12.71 -1.21 -10.1 13.3 INSTTRF2035 24.01 -1.94 -5.8 22.8 TgtRe2030 n 34.66 -2.46 -4.9 22.2 EmMkInst r 25.70 -1.68 -8.5 14.0 TotBdInst2 11.39 0.13 3.9 15.8 Voya Fds: UlStInc 8.55 NA NA NA
ITIGradeAdml n 10.35 0.09 3.4 17.1 TxMSC nr 58.80 -8.32 -13.3 9.2 INSTTRF2040 24.14 -2.18 -6.7 23.2 TgtRe2035 n 21.21 -1.71 -5.8 22.7 EuroInst 27.91 -3.05 -10.5 16.3 TotBdInstPl 11.43 0.13 3.9 15.8 GrOppI 45.95 -5.32 -4.5 50.7 UlStMuInc 9.62 NA NA NA
ITsryAdml n 11.80 0.22 4.4 13.3 USGroAdml n 109.63 -13.27 -1.6 62.3 INSTTRF2045 24.19 -2.41 -7.6 23.0 TgtRe2040 n 36.49 -3.30 -6.7 23.1 ExDurTrsInst 46.90 2.78 20.0 52.0 TotIntBdIdxInst 34.79 0.09 2.6 16.7 InmdBdI 10.66 0.07 3.5 17.5 Western Asset:
ITTresIdx n 23.15 0.41 4.3 13.3 UtilIxAd nr 68.41 -9.23 -4.7 31.8 INSTTRF2050 24.23 -2.42 -7.6 23.0 TgtRe2045 n 22.82 -2.28 -7.6 22.8 ExtDurTreIntPl 117.74 6.99 20.0 52.1 TotIntlInstIdx r 107.75 -9.53 -9.8 13.5 TRPGrEqI 78.31 -9.03 -3.8 52.4 CoreBondA 13.22 NA NA NA
LarCapAd n 68.80 -8.93 -7.9 33.0 ValAdml n 41.11 -5.72 -12.1 17.5 INSTTRF2055 24.32 -2.43 -7.6 23.0 TgtRe2050 n 36.74 -3.66 -7.6 22.8 ExtndInst 87.50 -12.08 -8.5 19.9 TotItlInstPlId r 107.77 -9.53 -9.8 13.5 CoreBondI 13.23 NA NA NA
LTGradeAdml n
LTsryAdml n
11.75
14.95
0.14
0.69
7.9
14.4
34.2
36.4
WdsrllAdml n
WellsIAdml n
58.13
65.39
-7.52
-2.51
-10.0
-1.2
18.9
21.0
INSTTRF2060
INSTTRFINC
24.36
22.47
-2.42
-0.59
-7.6
-0.7
23.1
17.1
TgtRe2060 n 35.26
TgtRet2055 n 39.90
-3.51
-3.97
-7.6
-7.6
22.8
22.9
FTAlWldIst r
FTScinst
95.66
20.21
-8.36
-2.65
-9.6
-7.7
14.2
38.8
TotStInst
TtlWrldIxInst p
73.14
150.52
-9.56
-16.84
-8.2
-8.9
30.5
22.6 WXYZ CoreBondIS
CorePlusBdA 12.16
13.24 NA
NA
NA
NA
NA
NA
LTTresIdx n 31.90 1.44 14.4 36.7 WelltnAdml n 71.17 -5.53 -5.0 24.7 ITIGrade n 10.35 0.09 3.4 16.7 TgtRetInc n 13.95 -0.36 -0.7 17.0 GrwthInst 90.48 -10.98 -3.6 51.1 TxMCaInst r 75.95 -9.86 -7.9 33.0 CorePlusBdI 12.17 NA NA NA
MatIdx nr 58.17 -8.45 -15.0 1.4 WndsrAdml n 63.45 -9.24 -12.2 13.3 ITTsry n 11.80 0.22 4.3 13.0 TotIntBdIxInv n 11.60 0.04 2.7 16.6 InPrSeIn 10.87 0.08 3.1 11.7 TxMSCInst r 58.94 -8.34 -13.3 9.3 Wasatch: CorePlusBdIS 12.17 NA NA NA
MidCpAdml n 200.85 -27.26 -9.0 21.6 VANGUARD FDS: LifeCon n 20.71 -0.77 -1.5 19.5 USGro n 42.32 -5.13 -1.6 61.8 InstIdx 266.22 -34.41 -8.3 32.5 ValueInst 41.11 -5.72 -12.1 17.5 CoreGr n 67.46 -7.87 -6.2 43.7 IntermedBdI 11.29 NA NA NA
MrgBkdIdx n 21.52 0.09 1.6 10.8 CAIT n 12.36 0.08 2.6 14.8 LifeGro n 33.82 -2.94 -6.4 22.3 USValue n 16.22 -2.42 -13.2 2.8 InstPlus 266.24 -34.41 -8.3 32.6 Victory Funds: IntlGr n 27.79 -2.82 -10.4 22.7 IntermTermMuniA 6.61 NA NA NA
MuHYAdml n 12.11 0.11 3.7 22.4 CALT n 12.93 0.11 3.5 19.5 LifeInc n 16.37 -0.21 1.0 17.9 WellsI n 26.99 -1.04 -1.2 20.8 InstTStIdx 63.00 -8.24 -8.2 30.5 EstValA 35.78 NA NA NA MicCap n 7.25 -0.77 -4.9 81.3 IntermTermMuniI 6.61 NA NA NA
MuIntAdml n 14.80 0.09 2.7 15.1 CapOp nr 62.65 -8.05 -8.3 34.5 LifeMod n 27.71 -1.71 -4.0 21.0 Welltn n 41.21 -3.20 -5.0 24.5 InstTStPlus 63.00 -8.24 -8.2 30.6 EstValI 35.81 NA NA NA SmCapGr n 37.60 -4.43 -4.0 62.7 ManagedMuniA 16.90 NA NA NA
MuLTAdml n 12.28 0.11 3.7 19.9 CapValue n 12.97 -1.81 -10.9 11.2 LTIGrade n 11.75 0.14 7.9 33.8 Wndsr n 18.81 -2.75 -12.3 12.9 ITBdInst 12.30 0.18 4.6 18.1 EstValR p 35.25 NA NA NA UltraGr n 27.95 -2.95 -1.7 88.4 ManagedMuniI 16.92 NA NA NA
MuLtdAdml n 11.18 0.02 1.2 8.1 DivdGro n 28.08 -3.53 -8.1 35.9 LTTsry n 14.95 0.69 14.3 36.0 WndsrII n 32.76 -4.24 -10.0 18.6 ITBdInstPI 12.30 0.18 4.6 18.1 LgCpAlphaA 47.68 NA NA NA WCM Focus Funds: MortgBackSecA 10.48 NA NA NA
MuShtAdml n 15.90 0.01 0.5 5.3 DivrEq n 35.22 -4.57 -7.3 33.5 MATxEx n 11.46 0.10 3.7 18.8 VANGUARD INDEX FDS: LaCapInst 283.16 -36.77 -7.9 33.0 SmCap Grwth p 72.79 NA NA NA WCMFocIntlGrwIns 17.95 -1.58 -5.1 46.4 ShortTermBdIS 3.92 NA NA NA
NJLTAdml n 12.84 0.13 3.7 23.4 EmgMktSelStk n 20.67 -1.55 -10.6 15.1 MgdPayFdInv n 16.00 -0.94 -5.3 13.4 500 n 273.45 -35.34 -8.3 32.1 LTBdInst 16.58 0.36 9.8 35.3 SmCoOppI 40.03 NA NA NA Weitz Funds: TotalRetUnconI 10.41 NA NA NA
NYLTAdml n 12.35 0.11 3.6 18.4 Energy nr 38.21 -5.69 -19.4 -18.8 MidCpGro p 25.29 -3.04 -5.4 39.6 ExtndIstPl 215.93 -29.83 -8.5 20.0 LTBdInstPl 16.58 0.36 9.8 35.3 VirtusFunds: PIIIOpp 15.43 NA NA NA Westwood:
PacifAdml n 77.08 -5.54 -10.4 9.0 EqInc n 33.72 -4.54 -11.2 18.8 MuHY n 12.11 0.11 3.7 22.1 FTAIWdInPl 101.30 -8.85 -9.6 14.3 LTCorplxinst 35.49 0.01 6.3 33.7 CeredexLgCpVlEqI 12.46 -1.70 -10.2 17.9 ShtDurIncInst 12.40 NA NA NA IncomeOppI 12.25 -0.84 -3.9 14.2
PALTAdml n 12.23 0.11 3.6 20.6 Explr n 95.18 -12.18 -8.9 35.7 MuInt n 14.80 0.09 2.7 14.8 Growth n 90.48 -10.98 -3.6 50.6 MidCpInst 44.37 -6.02 -9.0 21.7 CeredexMdCpVlEqI 11.23 -1.67 -12.9 13.6 ValueInv n 44.45 NA NA NA Wilmington Funds:
PrmcpAdml nr 131.09 -16.53 -9.1 37.5 EXPValFd n 31.61 -4.53 -13.7 6.4 MuLong n 12.28 0.11 3.7 19.6 ITCorpIxInst 31.27 0.14 3.5 20.5 MidCpIstPl 218.83 -29.70 -9.0 21.7 GvSecUltShtBdI 10.02 0.01 0.5 5.8 Wells Fargo Adv Admi: BroadMktBdInst 10.18 0.09 3.5 14.2
RealEstatAdml n 123.70 -17.40 -6.0 15.7 FTAlWldInAdml n 30.17 -2.64 -9.6 14.1 MuLtd n 11.18 0.02 1.2 7.8 ITTresIdx Inst 28.73 0.51 4.3 13.4 RealEstaInstl 19.15 -2.69 -6.0 15.7 VirtusFunds Cl A: Growth 37.89 NA NA NA Intl Inst 8.14 -0.69 -8.8 16.5
S&PSC600Idx 265.78 -37.38 -13.2 9.2 GlbCapCyl Inv nr 7.36 -0.88 -11.6 -25.0 MuSht n 15.90 0.01 0.5 5.0 LTTresIdx Inst 40.50 1.84 14.3 36.6 Rs1000GrwIdxInst 331.42 -40.55 -4.7 54.4 MulSStA p 4.74 -0.01 0.8 8.6 MdCpValAdm 37.78 NA NA NA LgCpStrInst 22.50 -2.94 -8.1 31.8
SmCapAdml n 71.02 -9.74 -10.5 15.5 GlbEq n 29.24 -3.13 -8.0 30.1 NYLT n 12.35 0.11 3.5 18.1 MdCpGrAdml n 64.35 -7.98 -5.8 35.8 Rs1000Vl IdxInst 206.85 -28.92 -11.6 11.6 SmCapSusA 38.60 -3.61 -3.4 91.2 Wells Fargo Adv Cl A: Wm Blair Funds Cl I:
SmGthAdml n 64.84 -8.08 -7.2 34.2 GlobMinVolFdInv n 13.58 -1.47 -6.5 25.5 OHLTte n 13.21 0.12 3.6 19.0 MdCpVlAdml n 54.33 -8.05 -12.1 9.2 Russ1000IdxInst 262.84 -34.29 -8.1 31.9 StratGrA p 18.14 -1.71 -0.5 59.5 AstAllA p p 13.67 NA NA NA IntlGthI r 28.31 -2.49 -6.8 24.6
STBondAdml n 10.74 0.09 2.0 9.1 GloMinVolFdAdm n 27.17 -2.95 -6.5 25.8 Primcp nr 126.49 -15.95 -9.1 37.2 MidCp n 44.27 -6.01 -9.0 21.2 Russ2000GrIxInst 272.31 -35.60 -8.2 25.9 TactAllA p 10.10 -0.58 -0.4 33.5 CA TF A 12.30 NA NA NA SmMidI r 25.60 -2.91 -5.2 46.7
STCorpIx n 22.30 0.06 1.7 11.3 GNMA n 10.66 0.06 1.4 9.9 PrmcpCor n 24.94 -3.30 -10.7 27.5 RUSS2000IdxInst 225.91 -30.82 -11.3 11.3 Russ3000Idx 260.04 -34.01 -8.3 30.3 VirtusFunds Cl C: CmStkA p p 17.85 NA NA NA Wm Blair Funds Inst:
STFedAdml n 10.88 0.09 1.7 7.9 GroInc n 47.42 -6.18 -8.8 29.3 SelValu nr 23.49 -3.80 -13.3 2.2 SmCap n 70.99 -9.74 -10.5 15.1 SmCapInst 71.02 -9.74 -10.5 15.6 MulSStC p 4.81 -0.01 1.0 8.0 DivCapBldr 10.06 NA NA NA IntlGth 16.18 -1.41 -6.7 25.2
STIGradeAdml n 10.86 0.05 1.6 10.1 HlthCare nr 193.54 -21.74 -7.0 25.5 STAR n 26.34 -1.80 -3.7 26.5 SmValAdml n 51.09 -7.57 -13.2 1.7 SmCapIstPl 204.98 -28.13 -10.5 15.6 VirtusFunds Cl I: IdxAstAllA 35.09 NA NA NA Wm Blair Funds R6:
STIPSIxAdm n 24.90 0.06 0.9 6.6 HYCor nr 5.87 -0.12 -0.7 16.5 STFed n 10.88 0.09 1.7 7.6 TotBd n 11.43 0.13 3.8 15.4 SmGthInst 51.93 -6.47 -7.2 34.2 EmMktI 10.58 -0.80 -8.4 15.7 OmegaGwth 52.65 NA NA NA EmgMktGth 13.26 -0.92 -4.9 30.8
STsryAdml n 10.74 0.10 1.7 7.1 InflaPro n 13.59 0.10 3.1 11.3 STIGrade n 10.86 0.05 1.6 9.8 TotBd2 n 11.39 0.13 3.9 15.6 SmValInst 28.56 -4.23 -13.2 1.7 ForOppI 28.39 -2.59 -5.8 30.4 OpptyA 40.63 NA NA NA 361 Global Long/Shor:
STTresIdx n 20.51 0.14 1.3 6.6 IntlExplr n 15.82 -1.53 -11.7 8.1 STIPSixInv n 24.86 0.06 0.8 6.4 TotIntl n 16.11 -1.42 -9.8 13.2 STBdIdxInstPl 10.74 0.09 2.0 9.2 IntSmCapI 17.47 -1.51 -8.2 31.3 PremLgCoGrthA 13.21 NA NA NA Equity Fund 10.55 -0.64 -6.1 2.9
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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, February 28, 2020 Nuveen Mtge Oppty Term (JLS) ...... N 23.30 21.90 – 6.0 6.0
Specialized Equity Funds Equities in Sickbay: The coronavirus outbreak has caused an equity market pan- Nuveen Multi-Market Inc (JMM)-c ... N 8.04 7.30 – 9.3 4.8
Aberdeen Glb Prem Prop (AWP) ..... N 6.74 5.86 – 13.1 30.1 Vertical Capital Income (VCIF) ........ N NA 10.36 NA NS
Adams Natural Resources (PEO) .... N 14.49 12.22 – 15.7 – 10.6 demic, with the Herzfeld Average and the Dow off 8.3% and 8.8%, respectively, for Western Asset Mtg Oppty (DMO) .... N NA 19.62 NA 9.4
AllianzGI AI & Tech Opps (AIO) ....... N 19.89 17.72 – 10.9 NS Investment Grade Bond Funds
GI NFJ DivInt&PremStr (NFJ) ......... N NA 11.74 NA 18.2 the month ended Thursday. BlRck Core Bond (BHK) .................. N 16.06 14.85 – 7.5 5.1
ASA Gold & Prec Met Ltd (ASA) ....... N 14.36 12.33 – 14.1 28.0 BR Credit Alloc Inc (BTZ) ................. N 15.16 13.70 – 9.6 6.0
BR Enh C&I (CII) ............................. N 16.26 14.88 – 8.5 14.4 51100 Net Asset Value BR Enhcd Govt (EGF) ...................... N 13.61 12.90 – 5.2 3.7
BlackRock Energy & Res (BGR) ...... N 9.85 9.78 – 0.7 – 1.5 54500 Insight Select Income (INSI) ........... N 21.88 20.03 – 8.5 3.9
BlackRock Eq Enh Div (BDJ) ........... N 8.87 8.25 – 7.0 16.2 InvescoBond (VBF) ......................... N 21.05 19.51 – 7.3 3.9
BlackRock Enh Glbl Div (BOE) ......... N 11.16 9.62 – 13.8 10.3
46550 52050 J Han Income (JHS) ........................ N
MFS Govt Mkts (MGF) .................... N
15.85
NA
14.71
4.48
– 7.2
NA
4.5
7.4
BlackRock Enh Intl Div (BGY) .......... N 5.97 5.13 – 14.1 11.5
MFS Intmdt (MIN) .......................... N NA 3.70 NA 8.9
BlackRock Hlth Sci Tr II (BMEZ) ......
BlackRock Hlth Sciences (BME) ......
N
N
19.55
38.34
20.00
37.46
+ 2.3
– 2.3
NS
10.6
49600 Western Asset Inf-Lk Inc (WIA) ....... N NA 12.41 NA 3.3
BlackRock Res & Comm (BCX) ....... N 7.52 6.62 – 12.0 1.4
*Herzfeld Western Asset Inf-Lk O&I (WIW) .... N NA 11.61 NA 3.6
BlackRock Sci&Tech Tr II (BSTZ) .... N 20.62 19.28 – 6.5 NS Closed-End 42000 47150 WA Investment Grade Inc (PAI) ....... N NA 14.48 NA 4.3
BlackRock Sci&Tech Trust (BST) .... N 31.79 31.10 – 2.2 29.7 WesternAssetPremBd (WEA) ......... N NA 13.41 NA 5.3
BlackRock Utl Inf & Pwr (BUI) ......... N 21.36 20.27 – 5.1 12.5
Average 44700 Westn Asst IG Def Opp Tr (IGI) ........ N NA 20.61 NA 4.4
Brookfield Gl Lsd Infr (INF) ............. N 13.82 12.45 – 9.9 33.1 37450 2Q 3Q 4Q 1Q Loan Participation Funds
CBRE ClrnGlbRlEst (IGR) ................ A 8.18 7.21 – 11.9 27.6 Apollo Senior Floating (AFT) ........... N NA 14.60 NA 7.7
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 6.25 NA – 12.8 % Disc/Prem From Net Asset Value BR Debt Strategy (DSU) .................. N 12.00 10.57 – 11.9 7.3
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 6.61 NA – 8.5 -4 BR F/R Inc Str (FRA) ....................... N 14.27 12.51 – 12.3 6.4
ClearBridge MLP & Midstm (CEM) .. N NA 8.73 NA – 7.4 32900 BlackRock Floatng Rt Inc (BGT) ...... N 13.83 12.11 – 12.4 6.2
Cntr Cst Brkfld MLP&EI (CEN) ......... N 4.86 4.63 – 4.7 – 18.5 -5 Blackstone / GSO Strat (BGB) .......... N 15.06 13.55 – 10.0 9.1
ChnStrInfr (UTF) ............................. N 25.95 22.83 – 12.0 23.2 Blackstone/GSO LS Cr Inc (BGX) ..... N 15.58 14.59 – 6.4 9.1
COHEN & STEERS MLP INC&E (MIE) N NA 5.80 NA – 18.1 -6 Blackstone/GSO Sr Flt Rt (BSL) ....... N 16.27 15.30 – 6.0 8.1
Cohen&SteersQualInc (RQI) ........... N 13.85 12.73 – 8.1 34.4 28350 BNY Mellon Alct GCI 2024 (DCF) ..... N NA 9.32 NA 6.7
CohenStrsREITPref (RNP) .............. N 23.96 21.48 – 10.4 32.0 Eagle Point Credit (ECC) .................. N NA 13.45 NA 16.0
Cohen&Steers TotRet (RFI) ............ N 13.64 13.11 – 3.9 31.4
-7 Eagle Point Income (EIC) ................ N NA 18.55 NA NS
Columbia Sel Prm Tech Gr (STK) ..... N 21.06 20.70 – 1.7 38.0 Dow Industrials Eaton Vance F-R 2022 TT (EFL) ....... N 9.32 9.47 + 1.6 5.7
Cushing Energy Income (SRF) ........ N 5.92 5.43 – 8.3 – 10.2 23800 -8 EtnVncFltRteInc (EFT) .................... N NA 12.94 NA 6.7
CushingMLPTotRet (SRV)-d ............ N 9.25 8.91 – 3.7 14.9
2Q 19 3Q 19 4Q 19 1Q 20 2Q 19 3Q 19 4Q 19 1Q 20 EtnVncFltRteIncPlus (EFF) .............. N 16.72 15.37 – 8.1 6.3
Cushing Renaissance (SZC) ............ N 12.52 10.81 – 13.7 – 12.0 EV SenFlRtTr (EFR) ......................... N NA 12.85 NA 6.8
DNP Select Income (DNP)-a ............. N 9.74 11.18 + 14.7 17.6 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in EVSnrIncm (EVF) ........................... N 6.86 6.03 – 12.1 6.4
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 14.98 13.73 – 8.3 25.3 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. FT/Sr Fltg Rte Inc 2 (FCT) ................ N 13.33 11.78 – 11.6 6.7
Duff&Ph Sel MLP&MS Engy (DSE) . N 2.63 2.57 – 2.3 – 25.6 FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 9.39 9.00 – 4.2 4.1
305-271-1900/www.herzfeld.com Highland Income (HFRO) ................ N 14.19 11.91 – 16.1 7.3
EtnVncEqtyInc (EOI) ....................... N 14.38 13.68 – 4.9 16.8
EtnVncEqtyIncoII (EOS) ................. N 16.27 15.76 – 3.1 16.0 InvDYCrOpp (VTA) ......................... N 12.35 10.83 – 12.3 7.0
EVRskMnDvsEqInc (ETJ) ............... N 8.88 8.61 – 3.0 22.0 52 Week 52 Week InvSnrIncTr (VVR) .......................... N 4.61 4.03 – 12.6 6.3
ETnVncTxMgdBuyWrtInc (ETB) ..... N 13.76 14.38 + 4.5 17.5 Stock Market Prem Market Stock Market Prem Market Nuveen Credit Strat Inc (JQC) ......... N 7.80 6.93 – 11.2 16.3
EtnVncTxMgdBuyWrtOpp (ETV) ..... N 13.25 13.54 + 2.2 12.7 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return NuvFloatRateIncFd (JFR) ................ N 10.56 9.32 – 11.7 7.2
EvTxMnDvsEqInc (ETY) ................. N 11.16 10.73 – 3.9 16.4 Tortoise Pipelne & Enrgy (TTP) ....... N NA 9.86 NA – 13.8 Cdn Genl Inv (CGI)-ay ....................... T 34.82 24.00 – 31.1 22.5 NuvFloatRteIncOppty (JRO) ........... N 10.48 9.22 – 12.0 7.4
EtnVncTxMgdGlbB (ETW) .............. N 9.44 8.89 – 5.8 6.8 Tortoise Pwr & Engy Infr (TPZ) ....... N NA 14.71 NA – 1.2 Central and Eastern Euro (CEE) ....... N NA 23.15 NA 7.6 Nuveen Senior Income (NSL) .......... N 6.30 5.54 – 12.1 7.4
EVTxMnGblDvEqInc (EXG) ............. N 8.23 7.64 – 7.2 14.6 China (CHN) ................................... N 23.27 20.24 – 13.0 30.6 Nuveen Sht Dur Crdt Opp (JSD) ...... N 16.03 14.17 – 11.6 7.8
Wells Fargo Ut & Hi Inc (ERH) ......... A NA 12.40 NA 18.2
First Trust Energy Inc G (FEN) ......... A 18.06 18.72 + 3.7 10.0 Delaware Enh Gl Div & In (DEX) ....... N 10.21 9.36 – 8.3 23.3 PionrFltRate Tr (PHD) ..................... N 11.73 10.32 – 12.0 6.2
Income & Preferred Stock Funds THL Credit Senior Loan (TSLF) ........ N 16.54 14.52 – 12.2 7.9
First Tr Enhanced Eq (FFA) .............. N 15.46 14.77 – 4.5 23.4 CalamosStratTot (CSQ) .................. N NA 12.05 NA 26.3 EV TxAdvGlbDivInc (ETG) ............... N 16.86 15.70 – 6.9 26.7
First Tr Specialty Fn (FGB) ............... N 5.24 5.16 – 1.5 10.1 EtnVncTxAdvOpp (ETO) ................. N 22.70 22.72 + 0.1 33.7 WA Corporate Loan (TLI) ................ N NA 9.80 NA 7.2
CohenStrsLtdDurPref&Inc (LDP) ... N NA 24.50 NA 20.5 High Yield Bond Funds
FirstTrEnergyInfra (FIF) .................. N 15.59 15.26 – 2.1 27.3 CohenStrsSelPref&Income (PSF) ... N NA 27.50 NA 24.2 Economic Inv Tr (N/A)-cy ................. T 151.35 103.65 – 31.5 NA
FirstTrMLPEner&Inc (FEI) .............. N 10.41 10.25 – 1.5 15.2 European Equity Fund Inc (EEA) ...... N 9.77 8.55 – 12.5 15.4 Aberdeen Inc Credit Str (ACP) ......... N 11.77 10.98 – 6.7 12.3
Del Div & Inc (DDF) ......................... N 9.60 11.00 + 14.6 9.5 AllianceBernGlHiIncm (AWF) .......... N 13.07 11.46 – 12.3 6.4
Gab Gl Util & Inc (GLU)-h ................. A 18.73 17.28 – 7.7 15.8 Dividend and Income (DNI) ............. N 13.76 11.29 – 18.0 27.6 FirstTrAbEmergOp (FEO) ................ N 14.75 13.40 – 9.2 19.7
Gabelli Healthcare (GRX)-h .............. N 12.00 10.28 – 14.3 18.0 FirstTr Dyn Euro Eq Inc (FDEU) ....... N 13.65 12.52 – 8.3 9.8 Angel Oak FS Inc Trm (FINS) ........... N NA 20.50 NA NS
Eagle Gr and Inc Opps (EGIF) .......... N 16.53 14.89 – 9.9 24.0 Barings Glb SD HY Bd (BGH) ........... N 17.44 16.25 – 6.8 10.0
Gab Utility (GUT)-h .......................... N 4.71 7.07 + 50.1 32.8 FirstTrIntDurPref&Inc (FPF) ........... N 24.11 22.50 – 6.7 20.3 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 12.42 10.38 – 16.4 9.1
GAMCOGlGold&NatRes (GGN) ....... A 3.85 3.56 – 7.5 7.6 Gabelli Multimedia (GGT)-h ............. N 6.84 6.91 + 1.0 9.5 BR Corporate HY (HYT) .................. N 11.65 10.41 – 10.6 7.8
Gabelli Go Anywhere Tr (GGO) ........ N 14.65 12.90 – 11.9 NA BlackRock Ltd Dur Inc (BLW) .......... N 16.86 14.88 – 11.7 6.2
GAMCO NR GLD & INC TR (GNT) .... N 5.48 4.82 – 12.1 5.9 JHanPrefInc (HPI) .......................... N 20.03 20.15 + 0.6 13.6 GDL Fund (GDL) ............................. N 11.00 9.05 – 17.7 4.5
J Han Finl Opptys (BTO) .................. N 29.23 29.49 + 0.9 9.3 Herzfeld Caribb (CUBA) .................. O 6.42 5.42 – 15.6 28.2 BNY Mellon Hi Yield Str (DHF) ......... N 3.23 2.91 – 9.9 8.4
JHPrefIncII (HPF) ........................... N 19.71 19.56 – 0.8 11.2 Brookfield Real Asst Inc (RA) .......... N 22.32 20.14 – 9.8 10.8
Macquarie/FirstTr Gl (MFD) ............ N 10.73 9.51 – 11.3 14.9 HnckJPfdInco III (HPS) .................. N 17.53 17.20 – 1.9 14.5 Highland Global Alloc (HGLB) ......... N 11.13 8.04 – 27.8 NS
Madison CovCall & Eq Str (MCN) .... N 6.74 5.93 – 12.0 5.7 India Fund (IFN) .............................. N 21.30 18.18 – 14.6 1.0 CrSuisHighYld (DHY) ..................... A 2.51 2.30 – 8.4 8.9
J Han Prm (PDT) ............................. N 14.40 14.92 + 3.6 16.6 CSAM Income Fd (CIK) ................... A 3.39 3.06 – 9.7 8.1
Neuberger Brmn MLP & EI (NML) ... N 6.08 5.64 – 7.2 – 7.3 LMP CapInco (SCD) ........................ N NA 12.98 NA 31.1 J Han Hdgd Ety & Inc (HEQ) ............ N 13.67 13.27 – 2.9 14.1
NubrgrRlEstSec (NRO) ................... A 5.20 4.97 – 4.4 33.2 JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.85 6.16 – 10.1 1.8 DoubleLine Inc Sol (DSL) ................ N NA 18.65 NA 9.0
Nuveen Pref & I 2022 Trm (JPT) ...... N 24.42 24.72 + 1.2 25.5 DoubleLine Yld Opps (DLY) ............ N 20.00 NA NA NS
Nuv Dow 30 Dyn Overwrite (DIAX) .. N 16.22 15.53 – 4.3 4.0 Nuveen Pref & Inc Opp (JPC) .......... N 10.00 9.34 – 6.6 20.0 Japan Smaller Cap (JOF) ................. N 8.85 8.03 – 9.3 4.2
Nuv AC Engy MLP Opps (JMLP) ...... N 3.70 3.65 – 1.4 – 28.5 Korea (KF) ...................................... N 29.84 26.50 – 11.2 – 4.8 EVHiInc2021 (EHT) ........................ N 9.94 9.66 – 2.8 4.6
Nuveen Fd (JPS) ............................. N 9.90 9.11 – 8.0 18.7 First Tr Hi Inc Lng/Shrt (FSD) .......... N 16.47 14.35 – 12.9 8.2
NuvCorEqAlpha (JCE) ..................... N 13.74 12.89 – 6.2 17.4 Nuveen Pref & Inc Term (JPI) .......... N 24.88 23.28 – 6.4 24.7 LazardGlbTotRetInc (LGI) ............... N 16.66 14.55 – 12.7 21.4
NuveenDiversDiv&Inc (JDD) .......... N 10.76 9.71 – 9.8 16.2 MexicoEqandIncmFd (MXE) ........... N 11.65 10.50 – 9.9 3.7 Franklin Univ (FT)-a ......................... N NA 7.17 NA 4.7
Nuveen TxAdvDivGr (JTD) .............. N 16.01 15.26 – 4.7 23.4 InvHighIncTrII (VLT) ...................... N 14.93 13.53 – 9.4 8.0
Nuveen Engy MLP Tot Rtn (JMF) ..... N 5.66 5.77 + 1.9 – 21.8 TCW Strat Income (TSI) .................. N NA 5.71 NA 15.2 Mexico (MXF) ................................. N NA 12.10 NA – 0.2
Nuveen Nasdaq 100 Dyn Ov (QQQX) N 22.40 21.41 – 4.4 15.1 Miller/Howard High Inc E (HIE) ....... N 9.25 9.45 + 2.2 10.9 IVY HIGH INCOME OPP (IVH) ......... N 14.54 13.21 – 9.1 9.0
Vivaldi Opportunities (VAM) ........... N 13.59 13.15 – 3.3 3.7 MFS IntmdHgInc (CIF) .................... N 2.50 2.41 – 3.8 8.3
Nuv Real Est (JRS) .......................... A 10.44 9.31 – 10.8 19.6 MS ChinaShrFd (CAF)-J ................... N 22.93 18.50 – 19.3 7.7
Convertible Sec's. Funds MS India (IIF) .................................. N 22.56 18.70 – 17.1 – 4.4 NeubHgYldStrt (NHS) ..................... N 12.34 11.75 – 4.8 8.1
Nuveen Rl Asst Inc & Gro (JRI) ........ N NA 16.24 NA 29.9 AdvntCnvrtbl&IncFd (AVK) ............. N 15.95 14.47 – 9.3 29.3
NuvS&P500DynOvFd (SPXX) ......... N NA 14.46 NA 10.4 New Germany (GF) ......................... N 16.05 13.92 – 13.3 22.4 New Amer Hi Inc (HYB) ................... N NA 8.48 NA 6.6
AllianzGI Con & Inc 2024 (CBH) ...... N 9.85 9.14 – 7.2 18.5 New Ireland (IRL) ........................... N 10.45 8.56 – 18.1 8.2 NexPointStratOppty (NHF) ............. N 20.23 16.05 – 20.7 14.0
NuvSP500BuyIncFd (BXMX) .......... N 12.64 11.86 – 6.2 5.5 GI Conv & Inc (NCV) ....................... N NA 5.10 NA 10.8 RENN Fund (RCG) .......................... A NA 1.68 NA 15.0 Nuveen Crdt Opps 2022 TT (JCO) .... N 9.44 9.78 + 3.6 5.6
PIMGlbStkPI (PGP) ........................ N NA 10.10 NA – 3.3 AGI Conv & Inc II (NCZ) ................... N 4.86 4.54 – 6.6 11.7 Royce Global Value Trust (RGT) ...... N 12.09 11.15 – 7.8 29.0 Nuveen Global High Inc (JGH) ......... N 17.27 15.58 – 9.8 7.3
ReavesUtilityIncome (UTG) ............ A 33.60 32.54 – 3.2 18.2 AGI Dvs Inc & Conv (ACV) ............... N NA 21.72 NA 28.4 Swiss Helvetia (SWZ) ..................... N 9.02 8.22 – 8.9 18.9 Nuveen Hi Inc 2020 Trgt (JHY) ........ N 9.74 9.65 – 0.9 3.7
RMRRealEstInc (RIF) ..................... A 22.45 18.45 – 17.8 30.3 AGI Eqty & Conv Inc (NIE) ............... N NA 20.89 NA 21.0 Templeton Dragon (TDF) ................ N NA 18.63 NA 27.1 Nuveen Hi Inc 2023 Trgt (JHAA) ...... N 10.04 10.15 + 1.1 5.6
Salient Midstream & MLP (SMM) ... N 6.98 5.92 – 15.2 – 14.1 Bancroft Fund Ltd (BCV) ................. A 26.09 23.05 – 11.7 33.3 Nuveen HI Nov 2021 Tgt (JHB) ........ N 9.82 9.66 – 1.6 5.0
Tortoise Energy Ind (NDP) .............. N NA 2.72 NA – 54.7 Templeton Em Mkt (EMF) ............... N NA 13.77 NA 12.9
CalamosConvHi (CHY) ................... N NA 10.41 NA 21.5 United Corps Ltd (UNC)-cy ............... T 147.13 94.49 – 35.8 8.3 PGIM Global High Yield (GHY) ........ N NA 14.24 NA 8.0
Tortoise Enrgy Infra Crp (TYG) ........ N NA 12.65 NA – 30.6 CalmosConvOp (CHI) ..................... N NA 9.90 NA 22.5 PGIM High Yield Bond (ISD) ........... N 16.27 14.36 – 11.7 7.9
Tortoise Ess Asst Inc Tm (TEAF) ..... N NA 15.32 NA NS VirtusTotalRetFd (ZF) ..................... N 9.87 9.72 – 1.5 36.6
Ellsworth G&I Fund Ltd (ECF) .......... A 11.69 10.45 – 10.6 34.3 Wells Fargo Gl Div Oppty (EOD) ....... N NA 5.06 NA 17.4 PioneerHilncmTr (PHT) .................. N 9.84 8.96 – 8.9 7.6
Tortoise Midstream Enrgy (NTG) .... N NA 7.80 NA – 27.2 Gabelli Conv Sec (GCV) ................... N 5.50 5.22 – 5.1 30.7 Wells Fargo Income Oppty (EAD) .... A NA 7.77 NA 8.5
12 mos
HiIncBd (PCF) ................................. N 9.40 8.74 – 7.0 2.2 WstAstHIF II (HIX) .......................... N NA 6.43 NA 8.2
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Stock Market Prem Yield
World Equity Funds Fund Name (Symbol) Exch NAV Price /Disc 01/31/20 Western Asset Hi Inc Opp (HIO) ...... N NA 4.81 NA 7.0
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. AbrdnAusEq (IAF) ........................... A 5.35 4.62 – 13.6 10.2 Western Asset Hi Yld D O (HYI) ....... N NA 15.80 NA 6.8
e-NAV assumes rights offering is fully subscribed. f-Rights offering Aberdeen Emg Mkts Eq Inc (AEF) .... A 7.80 6.74 – 13.6 8.6 Other Domestic Taxable Bond Funds
U.S. Mortgage Bond Funds
in process. g-Rights offering announced. h-Lipper data has been ad- Aberdeen Glbl Dyn Div (AGD) .......... N 10.50 9.09 – 13.4 17.7 BlckRk Income (BKT) ...................... N 6.43 6.01 – 6.5 6.7 Apollo Tactical Income (AIF) ........... N NA 14.55 NA 7.8
justed for rights offering. j-Rights offering has expired, but Lipper Aberdeen Japan Equity (JEQ) .......... N 8.06 6.67 – 17.2 6.1 First Trust Mtge Inc (FMY) .............. N 15.08 14.44 – 4.2 5.1 Ares Dynamic Crdt Alloc (ARDC) ..... N NA 14.55 NA 8.2
data not yet adjusted. l-NAV as of previous day. o-Tender offer in Aberdeen Tot Dyn Div (AOD) ........... N 9.05 7.76 – 14.3 17.4 Invesco HI 2023 Tgt Term (IHIT) ..... N 10.61 10.40 – 2.0 5.6 Barings Corporate Inv (MCI) ........... N NA 16.50 NA 7.2
process. Source: Lipper Calamos GloDynInc (CHW) ............. N NA 7.62 NA 26.1 Invesco HI 2024 Tgt Term (IHTA) .... N 10.72 10.33 – 3.6 5.2 Barings Part Inv (MPV) ................... N NA 15.59 NA 6.5
THREE YEAR TED SPREAD Market Sentiment LAST +0.53

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate
0.7
Euphoria
0.6
0.6
0.3
0.5
0
0.4
-0.3
0.3 Panic
-0.6
0.2
Friday's Close -0.04 -0.9
0.1 F M A M J J A S O N D J F
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 0.0 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 01/31/20 Fund Name (Symbol) Exch NAV Price /Disc 01/31/20 Fund Name (Symbol) Exch NAV Price /Disc 01/31/20 Fund Name (Symbol) Exch NAV Price /Disc Return
BlackRock Mlt-Sctr Inc (BIT) .......... N 17.06 15.54 – 8.9 8.8 Invesco MuniOp (OIA) .................... N 8.02 7.96 – 0.7 4.7 Nuveen NY AMT/Fr Qual MI (NRK) .. A 15.45 13.72 – 11.2 3.8 BMO LGM Front ME;I (N/A) ............. z 7.89 NA NA – 11.5
BlackRock Tax Muni Bd (BBN) ........ N 26.30 24.50 – 6.8 5.3 InvescoMuOppTr (VMO) ................ N 13.94 12.55 – 10.0 4.6 Nuveen NY Val (NNY) ...................... N 10.46 10.36 – 1.0 3.4 CalamosGlbTotRet (CGO) ............... z NA 11.25 NA NA
DoubleLine:Oppor Crdt Fd (DBL) .... N 21.08 20.10 – 4.6 6.7 InvescoMuTr (VKQ) ........................ N 13.97 12.61 – 9.7 4.6 Nuveen NY Muni Value 2 (NYV) ....... N 16.31 14.77 – 9.4 3.1
InvescoQual Inc (IQI) ...................... N 14.11 12.73 – 9.8 4.7
12 mos
Duff&Ph Util Cor (DUC) .................. N 9.67 9.25 – 4.3 4.6 Nuveen NY Qual Muni Inc (NAN) ..... N 16.04 14.43 – 10.0 3.9
EVLmtDurIncm (EVV) ..................... A NA 12.56 NA 7.1 InvTrInvGrMu (VGM) ..................... N 14.39 12.95 – 10.0 4.6 Nuveen NY Sel Tx-Free (NXN) ......... N 14.73 13.79 – 6.4 3.3
Stock Market Prem Yield
Franklin Ltd Dur Income (FTF)-a ....... A NA 8.79 NA 10.7 InvescoValMunInc (IIM) ................. N 17.15 15.47 – 9.8 4.4 Nuveen OH Qual Muni Inc (NUO) ..... N 17.82 15.41 – 13.5 3.3 Fund Name (Symbol) Exch NAV Price /Disc 01/31/20
J Han Investors (JHI) ...................... N 18.15 16.67 – 8.2 6.7 MAINSTAY:MK DEFTR MUN OP (MMD) N 21.12 21.00 – 0.6 4.6 Nuveen PA Muni Value (NPN) ......... N 15.65 14.67 – 6.3 2.9 Loan Participation Funds
KKR Income Opportunities (KIO) .... N NA 14.38 NA 9.5 MFS HgIncMuniTr (CXE) ................ N 5.62 5.35 – 4.8 4.6 Nuveen PA Qual Muni Inc (NQP) ..... N 16.39 14.46 – 11.8 4.1 1WS Credit Income (N/A) ................ z NA NA NA NS
MFS Charter (MCR) ........................ N NA 8.00 NA 8.3 MFS HgYldMuniTr (CMU) ............... N 5.08 4.70 – 7.5 4.5 Nuveen TX Qual Mun Inc (NTX) ....... N NA NA NA 3.6 AlphCntrc Prime Merid In (N/A) ....... z NA NA NA NS
Nuveen Taxable Muni Inc (NBB) ...... N 23.52 21.70 – 7.7 5.3 NeubrgrBrm (NBH)-a ....................... A 15.84 15.69 – 0.9 4.7 Nuveen VA Qlty Mun Inc (NPV) ....... N 15.66 14.38 – 8.2 3.5 Angel Oak Str Crdt:Inst (N/A) .......... z NA NA NA 6.5
PCM Fund (PCM) ............................ N NA 10.53 NA 8.2 Nuveen AMT-Fr Mu Val (NUW) ........ N 17.59 16.47 – 6.4 3.6 PIMCO CA (PCQ) ............................ N NA 18.82 NA 4.8 Axonic Alternative Inc (N/A) ............ z NA NA NA 3.4
PIMCO Corp & Inc Oppty (PTY) ....... N NA 16.42 NA 8.1 Nuveen AMT-Fr Qlty Mun I (NEA) .... A 16.29 14.67 – 9.9 4.3 PIMCOCAMuniII (PCK) ................... N NA 9.90 NA 4.0 Blackstone/GSO FR EI D (N/A) ......... z NA NA NA 6.3
PIMCO Corp & Inc Strat (PCN) ........ N NA 16.29 NA 7.1 Nuveen AMT-Fr Mu CI (NVG) .......... A 18.00 16.66 – 7.4 4.6 Pimco CA Muni III (PZC) ................. N NA 11.14 NA 4.4
Nuveen Enh Muni Val (NEV) ............ N 16.36 15.38 – 6.0 4.4 Blackstone/GSO FR EI I (N/A) .......... z NA NA NA 6.6
PIMCOHilnco (PHK) ....................... N NA 6.61 NA 10.2 PIMCO NY (PNF) ............................ N NA 13.09 NA 4.6 Blackstone/GSO FR EI T (N/A) ......... z NA NA NA 6.1
PIMCO IncmStrFd (PFL) ................. N NA 11.11 NA 8.9 Nuveen Int Dur Mun Term (NID) ...... N 14.88 14.01 – 5.8 3.6 PIMCONYMuniII (PNI) ................... N NA 12.21 NA 4.0
Nuveen Int Dur Qlty Mun (NIQ) ........ N 15.03 14.14 – 5.9 2.6 Blackstone/GSO FR EI T-I (N/A) ....... z NA NA NA NS
PIMCO IncmStrFd II (PFN) .............. N NA 10.02 NA 8.9 Pimco NY Muni III (PYN) ................. N NA 9.91 NA 4.3 Blackstone/GSO FR EI U (N/A) ......... z NA NA NA NS
Putnam Mas Int (PIM) .................... N NA 4.32 NA 7.4 Nuveen Mu Crdt Opps (NMCO) ....... N 16.38 15.30 – 6.6 NS Continuously Offered
NuvMuni2021TgtTerm (NHA) ......... N 9.92 9.83 – 0.9 1.8 Blstn Commnty Dev (N/A) ............... z 9.98 NA NA 3.5
Putnam Prem Inc (PPT) .................. N NA 5.04 NA 7.6 52 Week BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 101.59 NA NA NS
Wells Fargo Multi-Sector (ERC) ...... A NA 11.74 NA 9.2 Nuv Muni Credit Income (NZF) ........ A 17.58 16.29 – 7.3 4.7 Stock Market Prem Market
NuvMuniHiIncOpp (NMZ) ............... A 14.76 14.27 – 3.3 4.8 CLIFFWATER CL FD;I (N/A) ............. z 10.21 NA NA NS
World Income Funds Fund Name (Symbol) Exch NAV Price /Disc Return CNR Strategic Credit (N/A) .............. z 9.92 NA NA 7.2
Abrdn AP IncFd (FAX) ..................... N 4.78 4.13 – 13.6 4.6 Nuveen Muni Inc (NMI) ................... N 11.57 11.47 – 0.9 3.7
Nuveen Muni Val (NUV) .................. N 10.93 10.61 – 2.9 3.4 Specialized Equity Funds FedProj&TrFinanceTendr (N/A) ...... z 10.01 NA NA 4.1
Aberdeen Global Income (FCO) ....... N 7.53 7.20 – 4.4 6.7 Bluerock Total Inc+ RE:A (N/A) ........ z 30.75 NA NA 8.5 FS Global Crdt Opptys D (N/A) ......... z NA NA NA 6.7
BlackRock 2022 Gl Inc Op (BGIO) ... N 9.75 9.44 – 3.2 6.3 Nuveen Quality Muni Inc (NAD)-a ..... N 16.65 14.86 – 10.8 4.2
Nuveen Sel Mat (NIM) ..................... N 11.00 10.34 – 6.0 2.9 Bluerock Total Inc+ RE:C (N/A) ........ z 29.44 NA NA 7.6 Garrison Capital Inc (GARS) ............ z NA 5.65 NA NA
BrndywnGLB Glb Inc Oppts (BWG) . N NA 12.80 NA 5.9 Bluerock Total Inc+ RE:I (N/A) ......... z 31.28 NA NA 8.9 Schrdrs Opp Inc;A (N/A)-a ............... z 25.03 NA NA NS
EtnVncStDivInc (EVG) .................... N NA 12.78 NA 6.4 Nuveen Sel TF (NXP) ....................... N 16.68 15.66 – 6.1 3.2
Nuveen Sel TF 2 (NXQ) .................... N 15.90 15.10 – 5.0 3.2 Bluerock Total Inc+ RE:L (N/A) ........ z 30.54 NA NA 8.2 Schrdrs Opp Inc;A2 (N/A)-a ............. z NA NA NA NS
First Tr/Ab Glbl Inc (FAM) ................ N 11.65 10.83 – 7.0 7.6 Broadstone Rl Est Acc:I (N/A) .......... z NA NA NA NA Schrdrs Opp Inc;I (N/A)-a ................ z 25.04 NA NA NS
MS EmMktDomDebt (EDD) ............ N 7.33 6.40 – 12.7 8.2 Nuveen Sel TF 3 (NXR) .................... N 17.16 16.17 – 5.8 3.1
PIMCO MuniInc (PMF) .................... N NA 14.84 NA 4.6 Broadstone Rl Est Acc:W (N/A) ....... z NA NA NA NA Schrdrs Opp Inc;SDR (N/A)-a .......... z 25.05 NA NA NS
Ms EmMktDebtFd (MSD) ................ N 10.59 9.30 – 12.2 5.3 CC Real Estate Income;A (N/A) ........ z NA NA NA NA Invesco Sr Loan A (N/A) .................. z 6.35 NA NA 4.7
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 8.58 8.86 + 3.3 4.8 PIMCOMuniIncII (PML) .................. N NA 14.85 NA 5.0
Pimco Muni III (PMX) ..................... N NA 12.36 NA 4.9 CC Real Estate Income;Ad (N/A) ...... z NA NA NA NA Invesco Sr Loan C (N/A) .................. z 6.36 NA NA 3.9
PIMCO Dyn Crd & Mrt Inc (PCI) ....... N NA 23.50 NA 9.8 CC Real Estate Income;C (N/A) ........ z NA NA NA NA Invesco Sr Loan IB (N/A) ................. z 6.35 NA NA 4.9
PIMCO Dynamic Income (PDI) ........ N NA 29.56 NA 9.3 PioneerHilncAdv (MAV) .................. N 12.48 11.14 – 10.7 4.1
PioneerMunHiIcmT (MHI) .............. N 13.43 12.04 – 10.3 4.7 CC Real Estate Income;I (N/A) ......... z NA NA NA NA Invesco Sr Loan IC (N/A) ................. z 6.35 NA NA 4.8
PIMCO Income Opportunity (PKO) .. N NA 25.41 NA 8.0 CC Real Estate Income;T (N/A) ........ z NA NA NA NA Invesco Sr Loan Y (N/A) .................. z 6.35 NA NA 4.9
PIMCO Stratg Inc (RCS) .................. N NA 7.92 NA 8.2 Putnam Mgd Inc (PMM) ................. N NA 7.96 NA 4.7
Putnam Muni Opp (PMO) ................ N NA 13.12 NA 4.7 Clarion Partners REI D (N/A) ........... z NA NA NA NS Sierra Total Return:T (N/A) ............. z 19.73 NA NA 6.3
StoneHarbor EM Tot Inc (EDI) ......... N NA 10.72 NA 15.2 Clarion Partners REI I (N/A) ............. z NA NA NA NS High Yield Bond Funds
RiverNorth Mgd Dur Mun I (RMM) .. N 20.48 20.57 + 0.4 NS
StoneHarbor Emg Mkts Inc (EDF) ... N NA 11.21 NA 16.7 Clarion Partners REI S (N/A) ........... z NA NA NA NS Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 6.7
RiverNorth Opps Muni Inc (RMI) ..... N NA 22.33 NA 4.8
Templeton Em Inc (TEI) .................. N NA 8.60 NA 8.5 Clarion Partners REI T (N/A) ............ z NA NA NA NS Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 6.7
Western Asset Mgd Muni (MMU) .... N NA 13.35 NA 4.6
Templtn Glbl Inc (GIM) ................... N NA 5.74 NA 6.6 FS Energy Total Return A (N/A) ....... z NA NA NA NA Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 6.7
Western Asset Mun Hi Inc (MHF) .... N NA 7.83 NA 3.9
Virtus Gl MSec Inc (VGI) ................. N 13.06 11.95 – 8.5 11.5 FS Energy Total Return I (N/A) ......... z NA NA NA NA Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 6.7
WstAstMuniPrtnrs (MNP) .............. N NA 15.24 NA 4.2
WstAstEmergDebt (EMD) ............... N NA 13.76 NA 8.2 Westn Asst Mu Def Opp Tr (MTT) .... N NA 21.19 NA 4.1 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 6.7
Western Asset Gl Cr D Op (GDO) ..... N NA 17.04 NA 6.6 Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA PIMCO Flexible Cr I;A-2 (N/A) .......... z 9.68 NA NA NS
WstAstVarRte (GFY) ....................... N NA 16.66 NA 5.6 Single State Muni Bond
BlackRock CA Mun (BFZ) ................ N 16.18 14.18 – 12.4 3.5 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA PIMCO Flexible Cr I;A-4 (N/A) .......... z 9.68 NA NA 9.1
National Muni Bond Funds BlckRk FL Muni 20 (BFO) ................ N 14.65 14.50 – 1.0 1.5 NexPointHCOpp;A (N/A) ................. z 15.36 NA NA 16.3 PIMCO Flexible Cr I;Inst (N/A) ......... z 9.68 NA NA 9.8
AllBerNatlMunInc (AFB) ................. N 15.93 14.08 – 11.6 3.8 BlackRock MA Tax-Exempt (MHE) .. N 14.42 13.37 – 7.3 3.6 NexPointHCOpp;C (N/A) ................. z 15.14 NA NA 15.3 PionrILSBridge (N/A) ..................... z NA NA NA 0.0
BlckRk Inv Q Mun (BKN) ................. N 17.13 15.59 – 9.0 4.2 BlackRock MD Mun Bd (BZM) ......... N 15.91 17.50 + 10.0 2.8 NexPointHCOpp;Z (N/A) ................. z NA NA NA NA WA Middle Mkt Dbt (N/A) ................ z NA NA NA 8.2
BlckRk L-T Muni Adv (BTA) ............. N 13.36 12.91 – 3.4 4.6 BR MH CA Qly Fd Inc (MUC) ............ N 16.28 14.35 – 11.9 3.7 NexPointRlEstStrat;A (N/A)-a .......... z 19.57 NA NA 11.2 WA Middle Mkt Inc (N/A) ................. z NA NA NA 8.5
BR Mu InDur (MUI) ......................... N 16.39 14.47 – 11.7 3.6 BR MH NJ Qly (MUJ) ....................... N 16.51 14.48 – 12.3 4.2 NexPointRlEstStrat;C (N/A)-a .......... z 19.74 NA NA 10.6 Other Domestic Taxable Bond Funds
BR MuniNY IntDu (MNE) ................ N 16.07 15.76 – 1.9 2.9 BR MH NY Qly (MHN) ..................... N 15.64 14.00 – 10.5 3.7 NexPointRlEstStrat;Z (N/A)-a ........... z 19.75 NA NA 12.0 Am Beacon Apollo TR:T (N/A)-a ....... z 10.05 NA NA NS
BlackRock Muni 2020 (BKK) ........... N 15.11 14.97 – 0.9 2.2 BlkRkMunyldAZ (MZA) ................... N 15.45 13.99 – 9.4 3.7 PREDEX;I (N/A) .............................. z 26.32 NA NA 4.4 Am Beacon Apollo TR:Y (N/A)-a ....... z 10.05 NA NA 2.7
BlackRock Muni 2030 Tgt (BTT) ...... N 27.14 24.36 – 10.2 3.0 PREDEX;T (N/A) ............................. z 26.38 NA NA 4.4
BR MuniYld CA (MYC) .................... N 16.44 14.57 – 11.4 3.6 Am Beacon SP Enh Inc:T (N/A) ........ z 9.43 NA NA NS
BlackRock Mun Bd (BBK) ................ N 17.24 15.94 – 7.5 4.1 BR MuniYld CA Qly (MCA) ............... N 16.50 14.48 – 12.2 3.9 PREDEX;W (N/A) ............................ z 26.37 NA NA 4.4 Am Beacon SP Enh Inc:Y (N/A)-a ...... z 9.44 NA NA 5.2
BlackRock Muni (BFK) .................... N 15.16 14.00 – 7.7 4.5 BR MuniYld MI Qly (MIY) ................ N 16.30 14.47 – 11.2 4.1 Principal Dvs Sel RA A (N/A) ........... z NA NA NA NS BR Credit Strat;Inst (N/A) ................ z 10.15 NA NA NS
BlackRock Muni II (BLE) ................. N 15.55 14.78 – 5.0 4.3 BR MuniYld NJ (MYJ) ..................... N 16.63 15.30 – 8.0 4.6 Principal Dvs Sel RA Ins (N/A) ......... z NA NA NA NS BlackRock Mlt-Sctr Oppty (N/A) ...... z 98.95 NA NA 7.5
BlckRk Mun Inc Inv (BBF) ............... N 14.89 13.56 – 8.9 4.7 BR MuniYld NY Qly (MYN) .............. N 14.97 13.24 – 11.6 3.8 Principal Dvs Sel RA Y (N/A) ........... z NA NA NA NS BlackRock Mlt-Sec Opp II (N/A) ...... z 101.47 NA NA NS
BlckRk Muni Inc Qly (BYM) ............. N 16.09 14.39 – 10.6 4.1 BR MuniYld PA Qly (MPA) ............... N 16.75 14.65 – 12.5 3.9 Resource RE Div Inc:A (N/A) ........... z 10.45 NA NA 11.7 Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 7.7
BlckRk Muni Inc Inv Qly (BAF) ......... N 15.99 14.36 – 10.2 4.4 BlckRk NY Muni Inc Qly (BSE) ......... N 15.61 13.66 – 12.5 3.4 Resource RE Div Inc:C (N/A) ........... z 10.43 NA NA 10.8 Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 8.3
BR MuniAssets Fd (MUA) ............... N 14.80 15.81 + 6.8 4.1 BlackRock NY Mun Bd (BQH) .......... N 16.85 15.85 – 5.9 3.6 Resource RE Div Inc:I (N/A) ............ z 10.89 NA NA 12.0 Carlyle Tact Pvt Cred:L (N/A) ........... z NA NA NA 8.0
BR MuniEnhanced (MEN) ............... N 12.80 11.49 – 10.2 4.2 BlackRock NY Mun (BNY) ............... N 15.65 14.50 – 7.3 3.7 Resource RE Div Inc:L (N/A) ........... z 10.45 NA NA 11.4 Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA NS
BR MuniHoldng2 (MUH) ................. N 16.61 15.60 – 6.1 4.5 BlackRock NY Mun II (BFY) ............. N 16.21 14.37 – 11.4 3.9 Resource RE Div Inc:W (N/A) .......... z 10.61 NA NA 11.7 Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 8.2
BR MuniHoldings Qly (MFL) ........... N 15.41 13.75 – 10.8 4.2 BlackRock VA Mun (BHV) ............... N 15.87 16.25 + 2.4 3.5 SharesPost 100;A (N/A) .................. z 30.32 NA NA 6.7 CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.3
BR MH Qly (MUS) ........................... N 14.44 12.81 – 11.3 4.1 Del CO Muni Inc (VCF) ..................... A 15.66 15.13 – 3.4 3.7 SharesPost 100:I (N/A) ................... z 30.49 NA NA 7.1 CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.3
BR MH Qly 2 (MUE) ......................... N 14.52 12.98 – 10.6 4.2 Del MN II (VMM) ............................. A 15.30 13.80 – 9.8 3.2 SharesPost 100:L (N/A) .................. z 30.17 NA NA 6.4 CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.3
BR MuniHoldngs (MHD) ................. N 17.81 16.75 – 6.0 4.4 EVCAMuniBd (EVM) ....................... A 12.99 11.52 – 11.3 3.9 USQ Core Real Estate:I (N/A) ........... z 25.84 NA NA 4.9 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.3
BR MuniVest Fd (MVF) .................... N 10.14 9.24 – 8.9 4.6 EVCAMuniIncm (CEV) .................... A 15.02 13.41 – 10.7 3.9 USQ Core Real Estate:IS (N/A) ........ z 25.84 NA NA 4.9 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA NS
BR MuniVest 2 (MVT) ..................... N 15.97 14.82 – 7.2 4.5 Eaton Vance NY Muni Bd (ENX) ....... A 13.96 12.31 – 11.8 3.9 Versus Cap MMgr RE Inc:I (N/A) ..... z 28.15 NA NA NE CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.3
BR MuniYield Fd (MYD) .................. N 15.65 14.72 – 5.9 4.5 EVNYMuniIncm (EVY) .................... A 15.48 13.62 – 12.0 3.7 Versus Capital Real Asst (N/A) ........ z 25.31 NA NA 7.2 CNR Select Strategies (N/A) ............ z 10.90 NA NA 0.0
BR MuniYld Invest Qly (MFT) .......... N 14.88 13.60 – 8.6 4.6 InvCaValMuIncTr (VCV) ................. N 13.90 12.60 – 9.4 4.2 Wildermuth Endwmnt:A (N/A) ........ z 14.04 NA NA 11.2 GL Beyond Income (N/A) ................ z 1.23 NA NA NE
BR MuniYield Qlty (MQY) ................ N 16.96 15.44 – 9.0 4.2 InvPAValMuIncTr (VPV) ................. N 14.53 12.98 – 10.7 4.6 Wildermuth Endwmnt:C (N/A) ........ z 13.62 NA NA 10.2 Lord Abbett Cred Opps Fd (N/A) ...... z 9.82 NA NA NS
BR MuniYld Qlty2 (MQT) ................ N 14.94 13.37 – 10.5 4.0 InvTrInvGrNYMu (VTN) .................. N 15.03 13.58 – 9.6 4.3 Wildermuth Endowment:I (N/A) ...... z 14.17 NA NA 11.6 Lord Abbett Cred Opps Fd (N/A) ...... z 9.82 NA NA NS
BR MuniYld Qly 3 (MYI) .................. N 15.75 14.10 – 10.5 4.0 NeubrgrBrmCA (NBW)-a ................. A 16.15 14.10 – 12.7 3.7 Income & Preferred Stock Funds Palmer Square Opp Inc (N/A) .......... z 18.50 NA NA 5.7
BR MuniYldInv (MYF) ..................... N 15.17 14.69 – 3.2 4.8 NeubrgeBrmNY (NBO)-a .................. A 14.55 12.75 – 12.4 3.6 A3 Alternative Cr (N/A) .................... z 10.52 NA NA NS Resource Credit Inc:A (N/A) ............ z 10.71 NA NA 7.6
BlckRk Str Muni (BSD) .................... N 15.15 14.85 – 2.0 4.6 Nuveen AZ Qual Muni Inc (NAZ) ...... N 15.56 13.89 – 10.7 3.7 Calamos L/S Eqty and DI (CPZ) ....... z NA 18.24 NA NS Resource Credit Inc:C (N/A) ............ z 10.82 NA NA 6.8
BNY Mellon Muni Bd Infra (DMB) .... N 15.06 14.18 – 5.8 4.3 Nuveen CA AMT-F Qual MI (NKX) .... A 17.27 15.53 – 10.1 3.8 Destra Multi-Altrntv;A (N/A)-a .......... z 13.06 NA NA 6.0 Resource Credit Inc:I (N/A) ............. z 10.74 NA NA 7.8
BNY Mellon Muni Income (DMF) ..... A 9.71 8.93 – 8.0 4.5 Nuveen CA Val (NCA) ...................... N 11.05 10.45 – 5.4 3.1 Destra Multi-Altrntv;C (N/A)-a .......... z 12.56 NA NA 5.1 Resource Credit Inc:L (N/A) ............ z 10.70 NA NA 7.3
BNY Mellon Str Muni Bond (DSM) ... N 8.62 7.95 – 7.8 5.0 Nuveen CA Muni Value 2 (NCB) ....... N 16.89 15.70 – 7.0 3.5 Destra Multi-Altrntv;I (N/A)-a ........... z 13.30 NA NA 6.3 Resource Credit Inc:W (N/A) ........... z 10.71 NA NA 7.6
BNY Mellon Strat Muni (LEO) .......... N 9.01 8.51 – 5.5 4.7 NuveenCAQtyMuInc (NAC) ............. N 16.71 15.09 – 9.7 4.2 Destra Multi-Altrntv;L (N/A)-a .......... z 12.73 NA NA 5.4 Thrivent Church Ln&Inc:S (N/A) ..... z 10.79 NA NA 3.4
Del Inv Natl Muni Income (VFL) ....... A 15.48 13.61 – 12.1 4.0 Nuveen CA Sel Tx-Free (NXC) .......... N 16.22 16.02 – 1.2 3.1 Flat Rock Opportunity (N/A) ............ z 19.23 NA NA 13.1 World Income Funds
DTF Tax-Free Income (DTF) ............ N 16.28 15.20 – 6.6 2.8 NuvGA Qual Muni Inc (NKG) ........... A 14.62 12.85 – 12.1 3.4 The Relative Value:CIA (N/A) ........... z NA NA NA NA Destra Int&Evt-Dvn Crd:A (N/A) ...... z 25.06 NA NA 4.9
DWS Muni Inc (KTF) ....................... N 13.08 NA NA 4.2 Nuveen MA Qual Muni Inc (NMT) .... N 15.60 13.80 – 11.6 3.4 Variant Altrntv Inc:Inst (N/A) ........... z 26.95 NA NA 14.0 Destra Int&Evt-Dvn Crd:I (N/A) ....... z 25.07 NA NA 5.1
DWS Strat Mun (KSM) .................... N 13.31 NA NA 4.5 Nuveen MD Qual Muni Inc (NMY) .... N 15.81 13.77 – 12.9 3.8 Variant Altrntv Inc:Inv (N/A) ............ z 26.95 NA NA 13.7 Destra Int&Evt-Dvn Crd:L (N/A) ...... z 25.05 NA NA 4.6
EVMuniBd (EIM) ............................. A 14.53 13.14 – 9.6 3.9 Nuveen MI Qual Muni Inc (NUM) ..... N 16.36 14.20 – 13.2 3.7 Convertible Sec's. Funds Destra Int&Evt-Dvn Crd:T (N/A) ...... z 25.03 NA NA 4.4
EVMuniIncm (EVN) ........................ N 14.49 13.00 – 10.3 4.3 Nuveen Minn Qual Mun Inc (NMS) .. A 16.00 14.72 – 8.0 4.0 Calmos Dyn Conv and Inc (CCD) ..... z NA 19.00 NA NA National Muni Bond Funds
EVNatMuniOpp (EOT) ..................... N 22.35 22.43 + 0.4 4.1 Nuveen MO Qual Mun Inc (NOM) .... A 14.38 14.47 + 0.6 3.5 World Equity Funds PIMCO Flex Mun Inc;A-3 (N/A) ........ z NA NA NA NS
FedPremMuInc (FMN) .................... N 16.05 14.26 – 11.2 4.2 Nuveen NJ Muni Value (NJV) .......... N 15.92 13.96 – 12.3 3.6 ACAP Strategic:A (N/A) ................... z 19.23 NA NA 43.6 PIMCO Flex Mun Inc;Inst (N/A) ....... z NA NA NA NS
InvAdvMuIncTrII (VKI) ................... A 12.46 11.21 – 10.0 4.7 NuvNJ Qual Muni Inc (NXJ) ............. A 17.12 14.73 – 14.0 4.3 ACAP Strategic:W (N/A) .................. z 14.29 NA NA 44.9 Tortoise Tax-Adv Soc Inf (N/A) ........ z 9.91 NA NA 4.6
TOP SAVINGS DEPOSIT YIELDS

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
First Internet Bank Indianapolis,IN (888)873-3424 100 1.80 (CM) 1.81 Ally Bank Philadelphia,PA (877)247-2559 1 1.98 (CD) 2.00 Dollar Savings Direct Ossining,NY (866)395-8693 1000 2.27 (CD) 2.30
Dollar Savings Direct Ossining,NY (866)395-8693 1 1.78 (CD) 1.80 Barclays Bank Wilmingtn,DE (888)710-8756 1 1.98 (CD) 2.00 My Savings Direct Ossining,NY (877)752-1919 1000 2.27 (CD) 2.30
CIT Bank Livingstn,NJ (855)462-2652 1 1.78 (CD) 1.80 Discover Bank Greenwood,DE (800)347-7000 2500 1.98 (CD) 2.00 Travis CU Concord,CA (800)435-4040 500 2.23 (CM) 2.25
My Savings Direct Ossining,NY (877)752-1919 1 1.78 (CD) 1.80 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.88 (CM) 1.90 Radius Bank Boston,MA (800)242-0272 500 2.18 (CQ) 2.20
E*Trade Bank Arlington,VA (877)929-2434 1 1.73 (CD) 1.75 First Internet Bank Indianapolis,IN (888)873-3424 1000 1.85 (CM) 1.87 FVCbank Washingtn,DC (888)922-6537 1000 2.18 (CM) 2.20
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
Emigrant Direct New York,NY (800)836-1997 1000 1.78 (CD) 1.80 Discover Bank Greenwood,DE (800)347-7000 2500 2.03 (CD) 2.05 MyBankingDirect.com Westbury,NY (866)285-1856 2500 1.64 (SI) 1.65
iGobanking.com Flushing,NY (888)432-5890 1000 1.78 (CD) 1.80 Middlesex Savings Bk Middlesex,MA (877)463-6287 250 1.88 (MA) 1.90 Ohio Savings Bk - Cleveland Cleveland,OH (800)696-2222 2500 1.59 (CD) 1.60
Dollar Savings Direct Ossining,NY (866)395-8693 1000 1.78 (CD) 1.80 TIAA Bank Jackson,FL (888)882-3837 5000 1.88 (CD) 1.90 Popular Direct New York,NY (800)274-5696 10000 1.49 (CD) 1.50
My Savings Direct Ossining,NY (877)752-1919 1000 1.78 (CD) 1.80 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 1.85 (CM) 1.87 First Internet Bank Indianapolis,IN (888)873-3424 1000 1.45 (CM) 1.46
First Internet Bank Indianapolis,IN (888)873-3424 1000 1.70 (CM) 1.71 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.69 (CM) 1.70 TIAA Bank Jackson,FL (888)882-3837 5000 1.29 (CD) 1.30
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: 0.14744568353097) Week's Daily Feb 24 25 26 27 28
Daily Feb 24 25 26 27 28 COMPONENTS Change INDUSTRIALS
29900 NY Up 78,842 125,351 258,067 107,629 789,446
3M -7.69 NY Off 1,105,935 1,228,801 1,045,673 1,651,174 1,656,838
Open (t) 28034.80 28092.45 27217.96 26469.61 25019.65
Open (a) 28402.93 28037.65 27159.46 26526.00 25270.83 American Express -24.97 NY Up - Composite 352,501 612,931 1,071,702 489,915 2,927,915
NY Off - Composite 4,553,944 5,052,315 4,394,019 6,637,219 5,636,434
10:00 28220.24 28018.23 27317.29 26458.91 24856.01 Apple -39.69 NYSE Amer UP 10,441 5,543 10,111 24,997 31,735
10:30 28173.37 27809.14 27403.59 26167.34 24699.50 Boeing -55.27 29300 NYSE Amer Off 11,020 14,938 12,107 17,114 24,245
11:00 28201.16 27741.05 27458.04 26427.02 25007.23
Caterpillar -12.97 NASD Up 629,627 661,319 1,513,461 925,356 2,584,357
11:30 28154.50 27645.51 27504.44 26402.39 25097.78 NASD Off 2,562,581 2,932,747 2,042,268 3,630,199 2,675,557
12:00 28079.31 27682.84 27308.32 26501.58 25081.48 Chevron -15.67 NYSE Arca UP 116,972 82,525 227,193 118,466 260,352
12:30 28015.76 27578.28 27227.28 26606.03 25203.12 Cisco Systems -6.37 NYSE Arca Off 360,424 508,799 301,603 654,825 753,680
1:00 27983.45 27474.93 27211.37 26601.87 25328.30 28700
Coca-Cola -6.64 % (QCHA) –2.44 –2.73 –.99 –2.90 –1.36
1:30 28007.09 27419.08 27172.62 26541.27 25190.96 % (QACH) –1.27 –2.34 –.91 –2.32 –1.38
2:00 28038.54 27290.57 26926.29 26311.64 24944.64 Disney -21.32 % (QCHAQ) –2.44 –2.63 –.72 –2.80 –.71
2:30 28082.23 27088.33 27007.64 26360.62 24964.96 Dow -7.89 Market Advance/Decline Totals
3:00 28182.07 27206.80 26932.20 26219.66 25087.38 28100
3:30 28106.73 27113.04 27002.15 26141.45 24858.25
ExxonMobil -7.69 Week ended last Friday compared to previous Friday
Close 27960.80 27081.36 26957.59 25766.64 25409.36 Goldman Sachs -29.85 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 28440.64 28222.94 27623.63 26857.79 25740.43 Home Depot -27.50 Total Issues 3,088 292 3,508 1,578
Low (t) 27686.94 26958.50 26807.33 25704.18 24493.29 Advances 111 27 332 250
IBM -19.69 27500 Declines 2,967 263 3,134 1,325
High (a) 28402.93 28149.20 27542.78 26775.31 25494.24
Low (a) 27912.44 26997.62 26890.97 25752.82 24681.01 Intel -8.82 Unchanged 10 2 42 3
New Highs 160 25 162 158
Change –1031.61 –879.44 –123.77 –1190.95 –357.28 Johnson & Johnson -15.45 New Lows 1,139 77 943 635
Theoretical (t): High 28440.64 Low 24493.29 JPMorgan Chase -19.70
Actual (a): High 28402.93 Low 24681.01
26900 NYSE Composite Daily Breadth
McDonald's -21.70 Daily Feb 24 25 26 27 28
Dow Jones 20 Transport (divisor: 0.16385001129960) Merck -5.78 Issues Traded 3,033 3,041 3,040 3,045 3,067
Open (t) 10555.45 10545.50 10103.94 9548.24 9217.45 Microsoft -16.58 NOTICE TO READERS: Advances
Declines
295
2,700
285
2,714
1,013
1,948
313
2,700
716
2,308
Open (a) 10698.11 10542.93 10126.76 9674.95 9331.55
Nike Cl B -10.87 Sign up for the Weekly Market Lab 26300 Unchanged 38 42 79 32 43
10:00 10526.15 10475.10 10063.90 9527.98 9192.59 New Highs 86 52 28 22 8
New Lows 245 367 352 696 938
10:30 10471.90 10345.41 10082.48 9412.89 9128.17 Pfizer -2.30 Newsletter: barrons.com/ Blocks - primary 7,105 7,256 7,729 9,088 10,211
11:00 10514.07 10319.61 10092.46 9611.41 9248.89 Procter & Gamble -13.47 newsletters Total (000) - primary 1,187,197 1,354,622 1,315,781 1,761,669 2,458,309
11:30 10489.72 10303.08 10091.00 9643.75 9301.41 Total (000) 4,919,017 5,668,090 5,528,544 7,138,317 8,610,239
Travelers Cos -15.35 25700
12:00 10467.10 10313.51 10002.65 9741.25 9288.98 NYSE American Composite
12:30 10459.84 10261.21 9961.79 9809.63 9331.41 United Technologies -20.93
1:00 10427.70 10224.58 9963.48 9806.83 9377.75 UnitedHealth Group -46.47 Please visit the new Market Lab Daily Feb 24 25 26 27 28
Issues Traded 284 280 284 282 284
1:30 10448.70 10175.50 9945.93 9764.17 9320.76 Verizon Communications -4.04 home page on barrons.com under Advances 70 55 100 48 78
2:00 10464.00 10161.82 9843.81 9702.98 9267.56 25100 Declines 208 218 178 230 197
2:30 10507.63 10073.65 9883.46 9716.58 9282.88 Visa Cl A -27.05 Data. Unchanged 6 7 6 4 9
New Highs 14 9 7 2 5
3:00 10547.37 10123.40 9835.21 9681.95 9304.23 Walgreens Boots Alliance -5.69 www.barrons.com/market-data/ New Lows 11 20 21 43 60
Blocks - primary 167 185 182 277 308
3:30 10533.35 10079.49 9867.48 9656.70 9206.04 Walmart -10.90 market-lab Total (000) - primary 21,909 22,078 22,284 42,124 56,854
Close 10509.92 10061.46 9840.89 9484.44 9388.19 24500 Total (000) 210,738 206,657 200,558 450,999 542,431
High (t) 10649.56 10572.99 10197.47 9901.92 9486.48
Low (t) 10368.17 10008.91 9795.64 9312.30 9053.22 Nasdaq
High (a) 10698.11 10560.56 10141.68 9884.05 9422.35
TRANSPORTATION 11450 Daily Feb 24 25 26 27 28
Low (a) 10397.40 10039.06 9828.73 9368.58 9127.16 Alaska Air Group -14.97 Issues Traded 3,357 3,366 3,341 3,364 3,387
Advances 468 460 1,189 485 1,124
Change –399.02 –448.46 –220.57 –356.45 –96.25 American Airlines Group -8.77 Declines 2,826 2,821 2,055 2,819 2,188
Theoretical (t): High 10649.56 Low 9053.22 Avis Budget Group -15.57 Unchanged 63 85 97 60 75
Actual (a): High 10698.11 Low 9127.16
11100 New Highs 74 64 41 56 57
CH Robinson Worldwide -5.65 New Lows 186 244 243 563 726
Blocks - primary 13,808 14,191 15,111 20,109 23,452
Dow Jones 15 Utilities (divisor: 1.41366797515660) CSX -9.11 Total (000) 3,201,101 3,608,148 3,574,485 4,565,079 5,291,847
Open (t) 944.18 936.95 915.85 904.04 842.01 Delta Air -11.74 10750 NYSE Arca Composite
Open (a) 943.92 936.90 916.11 903.40 849.89 Expeditors Intl of Wash -4.99 Daily Feb 24 25 26 27 28
10:00 944.41 935.56 917.85 905.47 829.18

FedEx -22.08 Issues Traded 1,574 1,572 1,572 1,574 1,576
10:30 941.37 933.88 920.14 898.01 821.83 Advances 295 267 523 231 355
11:00 943.67 934.78 923.31 901.22 829.90 JB Hunt Transport -13.26 10400 Declines 1,273 1,292 1,026 1,336 1,215
11:30 947.03 932.38 922.64 899.36 834.34 Unchanged 6 13 23 7 6
JetBlue Airways -4.83 New Highs 125 88 43 76 97
12:00 945.46 931.50 918.87 898.53 836.95 New Lows 111 167 155 336 620
12:30 941.94 928.79 915.86 900.49 841.73 Kansas City Southern -23.55 Blocks - primary 2,519 2,885 2,646 3,393 4,391
1:00 940.19 926.70 917.97 899.36 843.91 Kirby Corp -10.47 10050 Total (000) - primary 477,514 591,573 532,865 774,485 1,014,700
Total (000) 2,097,900 2,619,292 2,469,253 3,382,036 4,507,760
1:30 937.73 926.07 916.55 897.70 839.64 Landstar System -9.92
2:00 941.61 924.10 909.75 889.84 832.77
Matson Inc. -4.71
2:30 940.94 918.12 913.22 890.85 834.10
Norfolk Southern -25.70 9700
3:00 941.35 919.67 910.51 885.76 840.41 OTHER MARKET INDEXES
3:30 940.52 918.81 908.89 882.21 830.52 Ryder System -2.74 Daily 2/24 2/25 2/26 2/27 2/28
Close 935.91 915.77 906.97 865.47 839.96 Southwest Airlines -10.34
High (t) 952.48 939.98 926.15 913.16 851.39 9350 NYSE Amer Comp 2361.19 2301.17 2253.84 2210.33 2213.70
Low (t) 933.59 913.70 904.47 864.42 816.32 Union Pacific -21.91 AmMajorMkt 2714.97 2632.23 2614.44 2502.59 2457.03
BNY ADR Idx 139.95 137.45 137.71 133.51 132.23
High (a) 948.69 938.62 924.20 907.84 849.89 United Airlines -16.42 Europe 127.78 124.85 124.77 120.57 118.80
Low (a) 935.86 914.42 906.80 865.39 817.97 United Parcel Service B -12.45 Latin Am 208.07 203.27 200.49 194.39 193.06
Change –12.83 –20.14 –8.80 –41.50 –25.51 9000 Asia 172.38 170.98 172.49 168.20 167.96
Theoretical (t): High 952.48 Low 816.32 Emerg M 312.02 307.98 309.49 301.70 301.22
Actual (a): High 948.69 Low 817.97 UTILITIES 1000
DJ US TSM Float 33040.01 32022.15 31850.29 30472.84 30203.72
AES -4.02 Nasdaq Cmp 9221.28 8965.61 8980.77 8566.48 8567.37
Dow Jones 65 Composite (divisor: 0.77099142654354) 100 Index 9079.63 8834.87 8873.76 8436.67 8461.83
American Elec Power -12.45 Indus. 7075.84 6874.63 6839.68 6565.91 6502.59
Open (t) 9335.88 9331.53 9031.76 8748.89 8287.56 Insur. 10187.56 9943.57 9841.90 9434.44 9048.94
Open (a) 9436.12 9320.42 9025.90 8785.43 8374.30 American Water Works -14.11 Banks 3703.12 3580.28 3542.94 3416.65 3307.66
CenterPoint Energy -2.25 960
10:00 9365.53 9299.83 9045.47 8745.17 8227.46 Computer 6071.27 5909.98 5951.47 5623.02 5698.13
10:30 9339.47 9229.19 9070.56 8651.27 8170.36 Consolidated Edison -11.36 Telecom 389.95 380.71 377.41 363.25 360.25
11:00 9357.96 9212.35 9088.92 8749.00 8269.67 NYSE Comp.-z 13534.12 13143.73 13046.62 12547.25 12380.97
11:30 9350.02 9186.15 9096.25 8747.75 8306.29 Dominion Energy -11.20 Financial-z 8534.39 8257.94 8196.07 7844.88 7701.35
12:00 9327.96 9193.89 9033.05 8785.91 8305.31 Duke Energy -10.73 920 Health Care-z 17664.90 17196.22 17143.21 16643.81 16364.87
Energy-z 8560.91 8261.82 8097.31 7721.43 7770.44
12:30 9307.81 9157.82 9003.35 8824.03 8346.35 Edison Intl -10.38 Russell 1000 1787.99 1733.27 1724.76 1649.14 1635.21
1:00 9291.58 9126.43 9004.53 8820.57 8384.15 2000 1628.10 1571.90 1552.76 1497.87 1476.43
1:30 9296.06 9104.17 8990.79 8797.21 8337.93
Exelon -6.61 3000 1893.00 1834.59 1824.74 1745.71 1730.31
2:00 9312.44 9073.07 8909.51 8725.52 8266.92 FirstEnergy -7.04 880 Value-v 1313.05 1271.73 1258.57 1205.19 1185.92
2:30 9328.84 9004.70 8939.85 8739.64 8278.01 NextEra Energy -24.83 Growth-v 1820.65 1766.32 1766.21 1686.54 1683.54
3:00 9357.12 9039.53 8910.22 8695.98 8316.02 MidCap 2375.07 2296.02 2268.33 2180.14 2153.17
NiSource -2.86 S&P 100 Index 1440.32 1398.12 1395.45 1331.58 1324.43
3:30 9338.26 9012.10 8927.47 8669.15 8233.21
Close 9296.87 8996.46 8909.77 8530.18 8394.63 Public Service Enterprise -8.65 840 500 3225.89 3128.21 3116.39 2978.76 2954.22
Ind. 4368.20 4237.44 4226.70 4041.70 4026.94
High (t) 9448.70 9367.87 9148.11 8915.01 8499.78 Sempra Energy -18.65 MidCap 2022.57 1951.94 1921.97 1851.81 1814.00
Low (t) 9210.13 8958.00 8866.85 8479.72 8104.90 Southern -8.63 SmallCap 980.05 946.92 935.03 899.84 884.78
High (a) 9436.12 9346.37 9114.74 8877.33 8423.03 Value Line(A) 6402.25 6180.13 6081.65 5861.28 5803.97
Low (a) 9266.51 8973.35 8901.22 8527.18 8167.25
800 Value Line(G) 526.60 508.08 499.71 481.35 476.29
Sep Oct Nov Dec Jan Feb DJ US Small TSM 11012.99 10632.95 10490.65 10111.66 9969.38
Change –305.62 –300.41 –86.69 –379.59 –135.55
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 9448.70 Low 8104.90 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 9436.12 Low 8167.25 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 Feb 27 Feb 20 Feb Yr-to-Yr
by the company. Bolded numbers indicate new values. 2020 2020 2019 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 2978.76 3373.23 2752.79 8.21
DJ Ind Avg 25409.36 28992.41 26026.32 Divs Yield % 3.08 2.71 3.21 Industrial Stocks Barron's 50 Index 8854.62 9958.60 8774 0.92
Divs $ 25.85 25.73 24.37 Book Book
P/E Ratio 19.73 22.53 18.10 Earns Divs. Value Earns Divs. Value Projected quarterly earn 108.62 105.97 106.60 1.90
Earns Yield % 5.07 4.44 5.53 Mkt to Book 2.26 2.56 2.11
Earns $ 1288.07 1286.78 1438.02 Book Value $ 370.98 370.98 360.31 Am Exp 7.98 1.64 26.32 JPMorgChase 10.72 3.40 70.35 Annualized projected earn 434.47 423.88 426.38 1.90
Apple 12.66 3.08 22.53 McDonalds 7.88 4.82 (8.16)
Divs Yield % 2.56 2.21 2.22 S&P 500 Index 2954.22 3337.75 2803.69 Boeing (1.20) 8.22 0.60 Merck Co 3.81 2.26 10.30
Annualized projected P/E 20.38 23.49 20.69 –1.48
Divs $ 649.37 640.45 577.59 P/E Ratio 22.23 25.11 21.50 Caterpillar 10.71 3.95 24.39 Microsoft 5.31 1.94 13.39 Five-year average earn 399.37 398.84 400.2 –0.21
Mkt to Book 3.90 4.45 4.20 Earns Yield % 4.50 3.98 4.65 Chevron Corp 1.51 4.86 81.22 Nike Inc 2.86 0.93 5.77 Five-year average P/E 22.17 24.97 21.92 1.13
Book Value $ 6512.92 6512.92 6201.99 Earns $ 132.90 132.90 130.39 Cisco Sys 2.56 1.40 9.36 Pfizer 2.87 1.46 11.09
Coca Cola 2.07 1.60 3.98 Proc Gam 1.69 2.9836 18.49 Year-end earn 395.61 392.96 459.1 –13.84
DJ Trans Avg 9388.19 10908.94 10462.04 Divs Yield % 2.08 1.83 2.02
P/E Ratio 16.16 18.76 16.17 Divs $ 61.45 61.08 56.63
Disney Walt 6.28 1.76 32.52 3M Co 7.81 5.79 16.99 Year-end P/E 22.38 25.34 19.12 17.09
Dow (3.14) 2.80 Travelers Cos 9.94 3.23 86.85
Earns Yield % 6.19 5.33 6.18 Mkt to Book 3.47 3.92 3.39 ExxonMobil 3.36 3.48 45.27 UnitedHealth Grp 14.33 4.14 53.85 Year-end earns yield, % 4.47 3.95 5.2 –14.66
Earns $ 580.84 581.57 647.01 Book Value $ 851.62 851.62 826.52 Goldman Sachs 21.00 4.60 214.80 Utd Tech 6.41 2.94 44.63 Best grade bond yields, % 2.18 2.28 3.8 –42.25
Divs Yield % 1.84 1.58 1.51 Home Depot 10.25 5.44 (1.70) Verizon 4.65 2.435 12.86
S&P Ind Index 4026.94 4528.24 3780.63 IBM 10.93 6.48 18.82 Visa 5.48 1.10 12.88 Bond yields/stock ylds, % 0.49 0.58 0.72 –32.39
Divs $ 173.16 172.18 158.23 P/E Ratio 25.02 28.14 24.11
Mkt to Book 2.90 3.37 3.25
Intel 4.72 1.275 16.51 Walgreens 4.07 1.8185 27.31 Actual year-end divs 222.16 221.24 207.83 6.90
Earns Yield % 4.00 3.55 4.15 Johnson&John 6.78 3.80 22.44 Wal-mart 5.19 2.12 25.19
Book Value $ 3239.67 3239.67 3217.98 Earns $ 160.94 160.94 156.81
Actual yr-end divs yld, % 2.51 2.22 2.37 5.89
Transportation Stocks
DJ Utility Avg 839.96 948.74 759.16 Divs Yield % 1.91 1.69 1.88 Alaska Air Group 6.20 1.425 30.45 KC Southern 5.41 1.44 47.65
P/E Ratio 24.17 26.30 23.08 Divs $ 76.91 76.53 71.08 American Airlines 3.81 0.40 (0.37) Kirby Corp 2.38 Nil 53.67
Earns Yield % 4.14 3.80 4.33 Mkt to Book 4.56 5.13 4.46 Avis Budget Grp 2.27 Nil 5.45 Landstar Sys 5.73 0.70 17.12 STOCK VOLUME
Earns $ 34.75 36.08 32.89 Book Value $ 883.41 883.41 847.90 C.H. Robinson 4.18 2.01 11.62 Matson Inc 1.92 0.87 17.69
CSX Corp 4.17 0.98 15.35 Norf So 10.25 3.68 57.30 Last Prev. Year YOY
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 0.70 17.83
NYSE(a) 8,077,578 3,725,152 4,794,468 68.48
FedEx 0.21 2.60 68.08 Un Pacific 8.39 3.79 28.17
Hunt (JB) 5.07 1.05 19.33 UPS 5.11 3.89 3.52
30 Dow Inds (b) 3,037,484 1,101,762 1,340,487 126.60
20 Dow Trans (b) 595,328 186,794 258,615 130.20
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) 390,291 197,690 252,345 54.67
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) 4,023,103 1,486,246 1,851,447 117.30
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) 165,248 74,151 74,728 121.13
Am Elec 3.89 2.74 38.58 FirstEnergy 1.70 1.53 13.17 Nasdaq(d) 20,240,660 10,266,243 11,982,641 68.92
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 17.88 17.01 21.50 -16.84
MGM Resorts MGM 893,525 28,592,800 2/19/20 Murren, James CEO Con Ed 4.07 2.985 52.11 Pub Sv Ent 3.33 1.88 28.53 % Tot Vol 16.48 16.56 16.68 -1.20
Dominion Energy 3.40 3.6925 29.53 Sempra Energy 7.24 3.7975 54.35 Stock Offerings $(z,v) 2,276,600 r5,277,200 10,703,500 -78.73
Accelerate Diagnostics AXDX 700,000 10,500,000 2/11/20 Mehren, Lawrence AF Duke Energy 5.06 3.7625 60.27 Southn Co. 4.55 2.48 23.91
Comcast CMCSA 513,706 22,931,241 2/6/20 Roberts, Brian CEO Edison Int'l (0.98) 2.4425 32.10 Daily Stock Volume
Avantor AVTR 511,183 9,009,301 2/18/20 Hofman, Bjorn FO Daily 2/24 2/25 2/26 2/27 2/28
Ihs Markit
Penn National Gaming
INFO
PENN
355,000
333,038
28,522,941
12,452,876
2/18/20
2/14/20
Uggla, Lance
Wilmott, Timothy
UT
O Coming U.S. Auctions NYSE(a) 1,187,197 1,354,622 1,315,781 1,761,669 2,458,309
Advanced Micro Devices AMD 300,000 15,678,000 2/11/20 Su, Lisa AF 30 Inds (b) 458,714.5 513,274.2 472,448.9 670,366.6 922,679.6
Yields (%) 20 Trans (b) 95,935.8 107,453.7 100,931.7 140,302.6 150,704.3
Apollo Global Management APO 251,171 11,814,179 2/18/20 Civale, Anthony AF
Hess HES 226,448 13,430,631 2/6/20 Hess, John OD Day When Last 15 Utils (b) 55,220.4 58,047.0 61,288.6 83,303.9 132,430.8
65 Stks (b) 609,870.8 678,774.9 634,669.1 893,973.1 1,205,814.7
Cerner CERN 188,780 15,087,298 2/11/20 Sims, Randy AF Issued* Auction NYSE Amer(a) 21,909 22,078 22,284 42,124 56,854
M Nasd(d) 3,201,101 3,608,148 3,574,485 4,565,079 5,291,847
THE WEEK IN STOCKS FOR THE MAJOR INDEXES NYSE 15 Most Active
$45.0 bil 3-month 1.258 1.505 Avg. Price 16.24 17.33 23.05 17.51 19.01
12-Month Weekly Friday Weekly 12-Month Change From % Tot Vol 15.81 17.03 18.90 16.15 15.79
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. $39.0 bil 6-month 1.108 1.440 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 * As of Friday afternoon.

29551.42 24815.04 30 Indus 27960.80 25409.36 25409.36 –3583.05 –12.36 –616.96 –2.37 –3129.08 –10.96 W/E Thursday. (z) Source: Refinitiv.
11304.97 9388.19 20 Transp 10509.92 9388.19 9388.19 –1520.75 –13.94 –1073.85 –10.26 –1513.09 –13.88
960.89 759.16 15 Utilities 935.91 839.96 839.96 –108.78 –11.47 80.80 10.64 –39.21 –4.46
9710.01 8253.53 65 Comp 9296.87 8394.63 8394.63 –1207.86 –12.58 –198.15 –2.31 –991.85 –10.57 DELTA MARKET SENTIMENT INDICATOR
Dow Jones Indexes DISTRIBUTIONS & OFFERINGS
34631.28 28240.94 US TSM Float 33040.01 30203.72 30203.72 –3963.49 –11.60 1180.75 4.07 –2831.66 –8.57 The Delta MSI measures the position of ~1,800 stocks relative to an
840.63 683.52 US Market 801.70 733.03 733.03 –96.13 –11.59 32.38 4.62 –67.72 –8.46 Secondary Distributions of common stocks intermediate-term moving average crossover (MAC) point. When
698.43 585.08 Internet 661.82 618.72 620.26 –66.39 –9.67 –3.57 –0.57 –8.21 –1.31 greater than 50% of the stocks followed are above this MAC point, the
Black Hills 1,222,942 $81.77 $99,999,967 market is bullish and equities are attractive. When the indicator is
New York Stock Exchange below 50%, risk is elevated and stock exposures should be reduced.
14183.20 12264.49 Comp-z 13534.12 12380.97 12380.97 –1594.81 –11.41 –319.71 –2.52 –1532.06 –11.01 Digital Ally 2,521,740 $1.15 $2,900,001 Manager uses discretion on asset allocation when MSI is 50% +/- 3%.
8908.29 7587.00 Financial-z 8534.39 7701.35 7701.35 –1104.42 –12.54 –82.24 –1.06 –998.76 –11.48 Freshpet 3,999,999 $66.00 $263,999,934
18588.15 15032.04 Health Care-z 17664.90 16364.87 16364.87 –1981.56 –10.80 235.55 1.46 –1705.23 –9.44 Last 2 Weeks 3 Weeks
11093.82 7721.43 Energy-z 8560.91 7721.43 7770.44 –1194.99 –13.33 –2905.15 –27.21 –2266.87 –22.58 Novan 18,333,334 $0.30 $5,500,000 Current Sentiment Week Ago Ago
NYSE American Stock Exchange
2629.04 2210.33 NYSE Amer Comp 2361.19 2210.33 2213.70 –193.19 –8.03 –267.63 –10.79 –338.86 –13.28 Oramed Pharmaceuticals 5,250,000 $4.00 $21,000,000 BEARISH 47.5% 65.8% 65.4%
2852.12 2457.03 Major Mkt 2714.97 2457.03 2457.03 -348.24 –12.41 –219.66 –8.21 –317.68 –11.45 Realty Income 9,000,000 $77.40 $696,600,000 Current Market Exposure: 0% Equities, 0% Bonds, 100% Cash
Standard & Poor's Indexes Source: Delta Investment Management
Source: Dealogic LLC, New York City; (212) 577-4400.
1518.94 1206.83 100 Index 1440.32 1324.43 1324.43 –169.46 –11.34 92.00 7.46 –117.74 –8.16
www.deltaim.com, (415) 249-6337
3386.15 2743.07 500 Index 3225.89 2954.22 2954.22 –383.53 –11.49 150.53 5.37 –276.56 –8.56
4605.11 3682.85 Indus 4368.20 4026.94 4026.94 –501.30 –11.07 246.31 6.52 –344.68 –7.88
2106.12 1810.50 MidCap 2022.57 1814.00 1814.00 –270.33 –12.97 –111.35 –5.78 –249.02 –12.07
1041.03 884.78 SmallCap 980.05 884.78 884.78 –124.84 –12.36 –94.01 –9.60 –136.40 –13.36 U.S. DOLLAR INDEX vs EURO and YEN
Nasdaq Stock Market
9817.18 7333.02 Comp 9221.28 8566.48 8567.37 –1009.22 –10.54 972.01 12.80 –405.24 –4.52 Money Down: After routing the euro and yen for months, the greenback took a
9718.73 6978.02 100 Index 9079.63 8436.67 8461.83 –984.86 –10.43 1310.26 18.32 –271.24 –3.11
7463.47 5977.91 Indus 7075.84 6502.59 6502.59 –816.76 –11.16 372.41 6.08 –305.12 –4.48 breather—dropping the U.S. Dollar Index by 1.2% for the week, to 98.13.
10673.14 8673.09 Insur 10187.56 9048.94 9048.94 –1478.75 –14.05 –108.77 –1.19 –943.01 –9.44 10
4011.98 3307.66 Banks 3703.12 3307.66 3307.66 –499.14 –13.11 –545.63 –14.16 –661.17 –16.66
6590.23 4330.70 Computer 6071.27 5623.02 5698.13 –650.56 –10.25 1223.11 27.33 –180.87 –3.08 YEN in $
439.67 360.25 Telecom 389.95 360.25 360.25 –44.56 –11.01 –43.98 –10.88 –28.26 –7.27 s
Russell Indexes
1875.24 1520.39 1000 1787.99 1635.21 1635.21 –214.22 –11.58 79.06 5.08 –149.00 –8.35
1705.22 1456.04 2000 1628.10 1476.43 1476.43 –202.18 –12.04 –113.21 –7.12 –192.04 –11.51
1984.26 1616.08 3000 1893.00 1730.31 1730.31 –227.32 –11.61 69.71 4.20 –161.93 –8.56 s
0
1591.36 1172.93 Value-v 1313.05 1185.92 1185.92 –166.73 –12.33 –31.52 –2.59 –161.74 –12.00 DXY (98.13)
1931.39 1458.17 Growth-v 1820.65 1683.54 1683.54 –206.49 –10.93 190.98 12.80 –86.98 –4.91
2472.07 2094.44 MidCap 2375.07 2153.17 2153.17 –292.35 –11.95 –1.29 –0.06 –228.74 –9.60 s
Others EURO in $
6789.54 5783.81 Value Line-a 6402.25 5803.97 5803.97 –812.51 –12.28 –462.35 –7.38 –854.73 –12.84
562.05 476.29 Value Line-g 526.60 476.29 476.29 –68.11 –12.51 –68.17 –12.52 –75.90 –13.75
11510.08 9964.10 DJ US Small TSM11012.99 9969.38 9969.38 –1387.03 –12.21 –739.25 –6.90 –1295.60 –11.50
746.64 638.79 Barron's 400 707.28 643.41 643.41 –86.61 –11.86 –64.92 –9.17 –88.82 –12.13 -10
M A M J J A S O N D J F
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 US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask Coming Earnings
Maturity Bid Asked Chg. Yld. Day Consensus Year
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
Mobile Telecom DJUSWC 367.73 – 28.38 –34.38 –7.17 [1] –1.95 [88] –8.55 [64] +2.58 405.63 360.51 Mar 03 '20 1.46 1.45 -0.07 1.47 Estimate Ago
Specialty Retailers DJUSRS 1712.66– 139.59 –32.73 –7.54 [2] +1.56 [76] –1.88 [11] +16.63 1,870.78 1,565.74 Mar 05 '20 1.45 1.44 -0.08 1.46
Mar 10 '20 1.41 1.40 -0.13 1.42 Continued from page 11 of the main section.
Biotechnology DJUSBT 2037.07– 173.29 –122.16 –7.84 [3] +.92 [78] –5.66 [32] +4.82 2,213.12 1,792.95 Mar 12 '20 1.46 1.45 -0.11 1.47
Toys DJUSTY 899.44 – 78.83 –68.60 –8.06 [4] +17.36 [15] –7.09 [49] +4.65 1,006.41 769.52 T
Mar 17 '20 1.46 1.45 -0.09 1.47
Apparel Retailers DJUSRA 973.15 – 86.52 –49.01 –8.17 [5] +5.17 [54] –4.79 [27] +7.40 1,067.60 834.89 Mar 19 '20 1.42 1.41 -0.12 1.43 Target (Q4) 1.65 1.53
Real Estate Services DJUSES 233.12 – 21.45 –2.48 –8.43 [6] +19.27 [13] –1.05 [7] +17.97 262.20 186.11 Mar 24 '20 1.43 1.42 -0.14 1.44 Yext (Q4) -0.10 -0.03
Pharmaceuticals & Biotech DJUSPN 777.36 – 71.60 –67.17 –8.43 [7] –1.20 [85] –7.95 [57] +3.78 862.58 722.48 Mar 26 '20 1.39 1.38 -0.17 1.40
Leisure Goods DJUSLE 603.54 – 56.57 –46.01 –8.57 [8] +19.43 [12] –7.08 [48] +4.90 672.35 503.78 Mar 31 '20 1.43 1.42 -0.14 1.44 W
Apr 02 '20 1.40 1.39 -0.16 1.41
Fixed Line Telecom DJUSFC 160.35 – 15.16 –17.57 –8.64 [9] +13.17 [26] –9.88 [77] –4.25 180.42 135.72 Apr 07 '20 1.40 1.39 -0.16 1.42 Campbell Soup (Q2) 0.66 0.77
Pharmaceuticals DJUSPR 563.30 – 54.58 –58.82 –8.83 [10] –2.80 [90] –9.45 [73] +3.07 640.25 540.89 Apr 09 '20 1.40 1.39 -0.17 1.41 Dollar Tree (Q4) 1.76 1.93
Real Estate Investmt & Svcs DJUSRH 508.58 – 51.03 –12.45 –9.12 [11] +16.96 [16] –2.39 [15] +15.24 573.68 412.33 Apr 14 '20 1.38 1.37 -0.18 1.39
Specialized Consumer Svcs DJUSCS 1666.35– 169.66 –106.50 –9.24 [12] +8.35 [45] –6.01 [36] +15.50 1,898.19 1,524.54 Apr 16 '20 1.36 1.35 -0.19 1.38
John Wiley & Sons (Q3) 0.51 0.61
Software DJUSSW 3107.39– 318.13 63.69 –9.29 [13] +27.80 [5] +2.09 [2] +29.81 3,566.09 2,382.73 Apr 21 '20 1.37 1.36 -0.20 1.38 Zoom Video (Q4) 0.08 ....
Brewers DJUSDB 554.85 – 56.86 –37.94 –9.30 [14] –15.51 [119] –6.40 [42] –19.64 683.61 533.23 Apr 23 '20 1.36 1.35 -0.19 1.38
Apr 28 '20 1.37 1.36 .... 1.38 TH
Internet DJUSNS 1890.83– 193.84 –31.53 –9.30 [15] +16.36 [17] –1.64 [9] +14.82 2,141.92 1,557.62 Apr 30 '20 1.35 1.34 -0.20 1.36
Software & Computer Svcs DJUSSV 2925.31– 305.58 7.35 –9.46 [16] +20.98 [11] +.25 [5] +20.87 3,339.96 2,389.80 ADT (Q4) 0.24 0.13
May 07 '20 1.30 1.29 -0.23 1.32
Diversified Industrials DJUSID 453.61 – 47.57 –37.54 –9.49 [17] –3.77 [93] –7.64 [51] –8.52 516.01 414.93 May 14 '20 1.30 1.29 -0.23 1.31 BJ’s Wholesale (Q4) 0.40 0.44
General Retailers DJUSGT 1517.17– 164.54 –36.64 –9.78 [18] +10.17 [38] –2.36 [14] +19.01 1,706.84 1,353.59 May 21 '20 1.27 1.26 -0.25 1.29 Costco (Q2) 2.07 2.01
Tobacco DJUSTB 606.33 – 66.98 –68.26 –9.95 [19] –13.03 [114] –10.12 [79] –13.05 745.56 557.66 May 28 '20 1.26 1.25 -0.26 1.27
Jun 04 '20 1.25 1.24 -0.25 1.27 Okta (Q4) -0.04 -0.05
Insurance Brokers DJUSIB 399.66 – 44.23 –16.38 –9.96 [20] +15.20 [19] –3.94 [25] +16.04 453.39 333.17
Jun 11 '20 1.23 1.22 -0.28 1.24 (Earnings are diluted and report dates are tentative. All fore-
Net Change % Change and Ranking 52 Week
Jun 18 '20 1.25 1.24 -0.25 1.26 casts and historical numbers exclude extraordinary items by
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Jun 25 '20 1.22 1.21 -0.28 1.23 accounting definitions.)
Computer Hardware DJUSCR 3543.21– 511.84 –293.65 –12.62 [92] +48.53 [1] –7.65 [52] +22.29 4,236.36 2,354.91 Jul 02 '20 1.21 1.20 -0.27 1.23 Source: FactSet
Specialty Finance DJUSSP 327.01 – 37.89 –1.89 –10.38 [34] +33.04 [2] –.57 [6] +27.35 382.03 241.28 Jul 09 '20 1.19 1.18 -0.29 1.20
Home Construction DJUSHB 950.53– 151.70 16.17 –13.76 [109] +32.65 [3] +1.73 [3] +15.61 1,107.03 708.96 Jul 16 '20 1.17 1.16 -0.30 1.19
Gold Mining DJUSPM 101.55 – 11.29 –1.71 –10.00 [21] +29.65 [4] –1.66 [10] +11.25 114.60 70.75 Jul 23 '20 1.18 1.17 -0.31 1.20
Jul 30 '20 1.16 1.15 -0.32 1.18
Software DJUSSW 3107.39– 318.13 63.69 –9.29 [13] +27.80 [5] +2.09 [2] +29.81 3,566.09 2,382.73 Aug 06 '20 1.15 1.14 -0.33 1.16
Technology Hardware & Equip DJUSTQ 1965.09– 259.48 –164.18 –11.66 [61] +26.40 [6] –7.71 [53] +17.91 2,311.70 1,489.26 Aug 13 '20 1.15 1.14 -0.33 1.17 NYSE DATA BANK
Automobiles DJUSAU 238.33 – 61.64 25.57 –20.55 [141] +22.69 [7] +12.02 [1] +5.46 304.37 159.59 Aug 20 '20 1.14 1.13 -0.35 1.15
Mining DJUSMG 94.70 – 10.60 –2.09 –10.07 [24] +22.12 [8] –2.16 [12] +7.29 106.88 71.12 Latest Preceding Year-Ago
Semiconductor DJUSSC 4037.35– 473.73 –276.09 –10.50 [36] +21.38 [9] –6.40 [40] +17.73 4,727.12 3,077.97 Month Month Month
Water DJUSWU 2688.78– 401.13 –59.65 –12.98 [97] +21.00 [10] –2.17 [13] +14.91 3,131.32 2,201.40 DAILY CBOE VIX INDEX
Software & Computer Svcs DJUSSV 2925.31– 305.58 7.35 –9.46 [16] +20.98 [11] +.25 [5] +20.87 3,339.96 2,389.80
Security Sales
Week
Leisure Goods DJUSLE 603.54 – 56.57 –46.01 –8.57 [8] +19.43 [12] –7.08 [48] +4.90 672.35 503.78 Ended Open High Low Last Chg. Customers' margin debt
Real Estate Services DJUSES 233.12 – 21.45 –2.48 –8.43 [6] +19.27 [13] –1.05 [7] +17.97 262.20 186.11
Consumer Finance DJUSSF 376.95 – 61.54 –23.49 –14.03 [117] +17.54 [14] –5.87 [34] +21.03 445.83 316.73 2019 (Mil $) January 561,812 579,221 568,433
Toys DJUSTY 899.44 – 78.83 –68.60 –8.06 [4] +17.36 [15] –7.09 [49] +4.65 1,006.41 769.52 Feb. 28 42.02 49.48 39.37 40.11 + 0.95 Customers' credit balances
Real Estate Investmt & Svcs DJUSRH 508.58 – 51.03 –12.45 –9.12 [11] +16.96 [16] –2.39 [15] +15.24 573.68 412.33 27 32.14 39.31 29.37 39.16 + 11.60 (Mil $) January 152,854 151,543 151,804
Internet DJUSNS 1890.83– 193.84 –31.53 –9.30 [15] +16.36 [17] –1.64 [9] +14.82 2,141.92 1,557.62 26 26.63 29.57 24.76 27.56 – 0.29
Food Retailers & Whlslrs DJUSFD 481.26 – 66.17 –41.39 –12.09 [75] +16.25 [18] –7.92 [56] +12.94 547.43 401.52
Free credit bal. cash accounts
25 23.28 30.25 22.62 27.85 + 2.82 (Mil $) January 186,847 186,315 186,050
Insurance Brokers DJUSIB 399.66 – 44.23 –16.38 –9.96 [20] +15.20 [19] –3.94 [25] +16.04 453.39 333.17
Soft Drinks DJUSSD 739.89 – 84.39 –25.35 –10.24 [29] +14.71 [20] –3.31 [21] +8.16 825.61 638.56 24 22.25 26.35 22.00 25.03 + 7.95
Short interest
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
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. (Thous. Shs) Feb. 14 15,641,848 15,766,965 15,134,663
NYSE HALF-HOURLY VOLUME
Short interest ratio
STOCK SPLITS/DIVIDENDS Daily 2/24 2/25 2/26 2/27 2/28
(d) Feb. 14 4.3 4.2 4.3
Record Ex-Dividend Payment 9:30-10:00 196,532 143,918 153,631 228,044 282,265
(d) For period
Company Name-Ticker Symbol (Exchange) Amount Date Date Date 10:00-10:30 70,315 69,617 66,389 106,978 158,865 r-Revised Source: NYSE. *-Now includes composite trades.
Old Dominion Freight Line-ODFL (Nasdaq) ....................................... 3-for-2 3-10 3-25 3-24 10:30-11:00 57,483 68,226 56,104 105,938 117,848
11:00-11:30 46,804 64,120 57,361 88,299 108,491
Tootsie Roll Indus-TR (NYSE) ............................................................. 3% 3-03 3-02 4-03
11:30-12:00 46,570 47,138 53,852 71,729 112,759 SELECTED INITIAL PUBLIC OFFERINGS
12:00-12:30 38,351 38,352 60,937 75,286 74,093
SPECIAL DIVIDENDS 12:30-1:00 38,990 44,025 42,162 64,461 75,720 Initial Most
Record Ex-Dividend Payment 1:00-1:30 41,146 46,974 43,247 54,999 62,331 Ticker Offer IPO Recent %
Company Name-Ticker Symbol (Exchange) Amount Date Date Date 1:30-2:00 33,455 46,219 73,551 75,661 71,006
Code Price Date Price Chg
2:00-2:30 41,904 71,034 54,129 64,215 57,432
FBL Financial Group-FFG (NYSE)....................................................... 1.50 3-16 3-13 3-31
2:30-3:00 43,248 65,459 56,586 53,263 113,985 Passage Bio PASG 18.00 2/28 22.20 23.3%
National Presto Inds-NPK (NYSE)....................................................... 5.00 3-02 2-28 3-13 3:00-3:30 50,130 65,644 62,912 67,636 95,735
Systemax-SYX (NYSE).......................................................................... 1.00 3-09 3-06 3-16 3:30-4:00 482,269 583,896 534,922 705,158 1,127,779 Zhongchao ZCMD 4.00 2/24 3.91 -2.3%
Waterstone Fincl-WSBF (Nasdaq) ....................................................... 0.50 3-11 3-10 4-02
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
Gross domestic product ................................................................ 4th Qtr 2.1 2.1 1.1 2.30 Gasoline, (thous. bbls) .................................................................. Feb 21 256,387 259,078 254,941 0.57
Personal income, (bil. $)................................................................ Jan 18,981.3 r18,864.9 18,257.4 3.96
Orders
Personal Savings Rate, St.Louis Fed .............................................. Jan 7.9 r7.5 8.3 –4.82
All fixed investment, (bil. $)............................................................ 4th Qtr 3,326.0 3,330.5 3,323.0 0.09 Durable goods, (bil. $) ................................................................... Jan 246.2 r246.6 254.7 –3.34
Non–residential investment, (bil. $) ............................................... 4th Qtr 2,726.5 2,742.7 2,735.8 –0.34
Residential investment, (bil. $) ...................................................... 4th Qtr 602.6 593.7 593.0 1.62 Trade
Production Exports, (bil. $).............................................................................. 4th Qtr 2,536.3 2,523.4 2,528.5 0.31
Imports, (bil. $) ............................................................................. 4th Qtr 3,435.9 3,513.6 3,511.6 –2.16
Electric power, (mil. kw hrs) (EEI) .................................................. Feb 22 76,354 77,112 78,684 –2.96
Petroleum, related capacity, % ...................................................... Feb 21 87.9 89.4 87.1 0.92 Inflation
Rotary rigs running, U.S. & Can., (Hughes) .................................... Feb 28 1,030 1,035 1,249 –17.53 JOC–ECRI Industrial Price Index f .................................................. Feb 28 87.04 89.71 97.33 –10.57
Steel, (thous. tons) ........................................................................ Feb 22 1,901 1,907 1,907 –0.31 Gross domestic product deflator.................................................... 4th Qtr 1.3 1.8 1.6 ….
Steel, rated capacity, % (AISI)........................................................ Feb 22 81.5 81.8 81.9 –0.49
Employment
Consumption and Distribution
Initial jobless claims (thous.) ........................................................ Feb 22 219 r211 224 –2.23
Consumer spending, (bil. $) .......................................................... Jan 14,870.7 r14,841.0 14,227.6 4.52 Continuing claims (mil.) ................................................................ Feb 15 1.724 r1.733 1.773 –2.76
Durable goods (bil. $) .................................................................... Jan 250.1 r250.6 258.1 –3.10
Instinet Research Redbook Avg. (monthly %) ................................ Feb 22 –0.18 0.20 –1.53 …. Construction
Baltic Dry Index ............................................................................. Feb 28 535 497 664 –19.43 Home Price Index S&P Case–Shiller – Comp. 10 (SA) .................... Dec 231.55 r231.43 226.20 2.37
New home sales, (thous. units)...................................................... Jan 764 r708 644 18.63
Personal consumption, (bil. $)....................................................... 4th Qtr 13,410.4 13,353.1 13,066.3 2.63 Other Indicators
Inventories Consumer confidence (Conference Board) .................................... Feb 130.7 r130.4 131.4 –0.53
Citi Research Panic–Euphoria Reading .......................................... Feb 28 0.53 r0.45 0.21 ….
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Feb 21 443,335 442,883 445,865 –0.57 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 Co-Diagnostics InvscBS2022MuniBd NGM Biopharm VangdIntrCorpBd AmNtlBcsh F5Networks KitovPharma Sanmina Chanticleer GossamerBio Novan Upwork
CogentComm InvscBS2023MuniBd Noodles VangdLong-TermTrea AmphastarPharm FalconMinerals KLX Energy SchnitzerSteel Charles&Colvard GreatElmCap NuCana US Concrete
New Highs 160 25 162 Collplant InvscBS2024MuniBd Novavax VangdLTCorpBd AmplitudeHlthWt FalconMineralsWt Kopin Scholastic CheckPoint GreatElmCap NuvNasd100Dyn US Ecology
New Lows 1139 77 943 ConyersParkII InvscBS2025MuniBd OceanBioChem VangdMBS AnchianoTherap Fanhua Koss SeanergyMaritime Cheesecake GreatElmNts25 NY Mortgage US Ecology Wt
CrescentAcqn InvscBS2026MuniBd OysterPtPharma VangdShortTermTrea AngioDynamics FidelityD&D KraftHeinz SelectInterior ChefsWarehouse GreatSouthernBncp OaktreeSpec US Gold
NYSE AMER CrescentAcqnWt
CSXLGoldCvETN
InvscBS2027MuniBd PanAmerSilver
InvscBS2028MuniBd PassageBio
VangdShtTmInfltn
VangdSTCpBd
ANI Pham
AnPacBioMed
FidusInvt
FidusNts2023
KuraOncology
LakelandBcp
SelectiveIns
SellasLifeSci
ChembioDiagn
ChemungFinl
GreenroseAcqn
Gridsum
OasisMidstream
OasisPetrol
USA Truck
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CF Finance HennessyCapIV MersanaTherap TiberiusAcqn AltusMidstream Exelon KearnyFinancial S&T Bancorp BlackRockCapInvt FT MC CoreAlpha MercerIntl Synacor CVB Fin IntlMoneyExpress PICO WintrustFin
CF FinanceWt HL Acqns Moderna TottenhamAcqnI Amarin ExOne KellyServices A Sabre BlkRkTCPCap FT MC US Equity MerchantsBncpPfdB Synalloy Cyanotech Intricon PioneerPwrSols WintrustFinPfd
ChoiceOneFinl HuizeHolding NanoStringTech Tradeweb AMC Networks ExpeditorsIntl KemPharm Safe-T Blucora FT MC ValAlpha MeridaMergerIWt Tantech CYREN Investar PlayaHotels WisdTrIntRtHYBd
CHP Merger icad NationalVision TrilliumTherap AmerAirlines ExtendedStayAmer KewauneeSci SafetyInsurance bluebirdbio FT MuCValAlpha MeridianBiosci TaronisTech Daktronics InvestorsBancorp PlusTherap WisdTrJapanHdgSC
CHP MergerWt InsAcqnUn NewbornAcqn TriStateCapPfB Amerco ExtractionOil KeyTronic SageTherap BlueHatInt FT MultAsstDiv Merlyn.AITactGrw TCF Fin PfdC Dave&Buster's InvsBull20HYCpBd PolarityTE WisdTrMEDiv
ClevelandBioLabs Invsc1-30LadTrea NewProvidenceAcqn UnionAcqnII AmericanNatlIns ExtremeNetworks Kforce SalemMedia BlueknightEner FT NasdaqTrans MerrimackPharm TCG BDC DAVIDsTEA InvsBull21HYCpBd Popular WisdTrNegDurUS
CME Group InvscBS2021MuniBd NewtekNts2024 VangdIntermTrmTrea AmeriHoldings Ezcorp Kingstone SangamoTherap BlueprintMed FT NasdComBk Methanex Tecogen DavisFinl InvsBull22HYCpBd PopularCapPfd WisdTrNegHYBd
BogotaFinl FT NasdOil&Gas MGP Ingredients Tellurian DawsonGeophys InvsBull23HYCpBd PopularPfd WisdTrUSSCQltyDiv
BOK Fin FT RiverFrDynAP Michaels TenaxTherap DelTaco InvsBull26HYCpBd PortolaPharm WSFS Financial
BookingHldgs FT RiverFrDynDev MicroVision TerritBanc DestinationXL InvscActMgdETC PPD XerisPharm
Top 5 Insider Purchases by Company in 2020 BostonPrivFin FT SC CoreAlpha MidatechPharma TesscoTech DHX Media InvscBS27HYCpBd Precigen Xilinx
BPP 5.75%Pfd3A FT SC GrwthAlpha MidConEnergy TetraphasePharm DiamondbkEner InvscDWABasicMatl Precipio YatraOnline
Number of Number of Avg. BridgelineDigital FT SC US Equity Middleby TexasCapBcshs DiamondHillInvt InvscDWACnsStpls PredictiveOncology YoungevityIntl
Company Symbol Insiders Shares $ Value Price BridgfordFoods FT SC Value MidPennBancorp TexasCapPfd Digimarc InvscDWAConsCyc PRGX Global YRC Worldwide
Brightcove FT SKoreaAlpha MillerHerman The9 Digirad InvscDWAEnerMom PrincIntlMulti YunhongIntl
York Water ...................................................... YORW 16 813 35,786 $ 44.02 BRileyFin6.50%SrNt FT SrLoanFd Misonix TherapeuticsMD DimeComBcshrs InvscFTSEUS1500SM PrincipalContVal Zhongchao
Destination Xl ................................................. DXLG 10 586,216 681,922 $ 1.16 BrookfieldProp FT StratIncm MMTec Theratechnologies DimeComPfdA InvscHYEquDivAch PrincipalFin ZionsBancorp
BrookfieldPropPf2A FT TotalUSMkt MobileIron THL Credit DIRTT Envl InvscIntlDivAch PrincipalUSSCMulti ZionsBancorpPfdG
German American Bancorp Inc...................... GABC 8 292 10,267 $ 35.16 BrookfieldPropREIT FTHdgBuyWriteIncm MohawkGroup Tilray DiscoveryA InvscIntLowBeta PrincUSS-MCMulti ZionsBancorpPfdH
Ppd Incorporated............................................ PPD 8 170,400 4,600,800 $ 27.00 BrooklineBcp FTIndiaNifty50EW MoleculinBiotech TimberlandBncp DiscoveryC InvscKBWHiDvYdFn PriorityTechn ZK Intl
Cbdmd Inc ....................................................... YCBD 8 455,000 455,000 $ 1.00 BrynMawrBank FTNasdaqBk Monro TitanMachinery DiversifiedHlthcr InvscKBWPrEquREIT ProcureSpace Zogenix
C&F Fin FultonFin MotusGI TitanMedical DMC Global InvscKBWRegBkg ProficientAlphaWt ZynerbaPharma
Cadiz Funko MTBC PfdA TivityHealth DollarTree InvscRAFIStDvxUS ProgressSoftware
Top 5 Insider Sales by Company in 2020 Caesarstone FVCBankcorp MTS Systems TizianaLifeSci
Cal-MaineFoods GalectinTherap Mylan TonixPharm NYSE
Number of Number of Avg. CalamosConvHi GencorIndustries MyosRensTech TOP Ships
Company Symbol Insiders Shares $ Value Price CalamosConvOp GenMarkDiagn MYR Group TottenhamAcqnIWt NEW HIGHS
CalamosGlblTot GenoceaBiosci MyriadGenetics TowneBank AG Mortgage PfdC ChinaOnlineEduc InspireMedical OmegaHealthcare
Tradeweb Markets Inc .................................... TW 17 2,194,890 102,282,596 $ 46.60 CalamosL/SEqu Geron MySize TractorSupply ASA Gold ChurchillCapCorp.IIWt InterPrivate OspreyTechUn
Vertex Pharmaceuticals Inc ........................... VRTX 17 248,649 58,240,069 $ 234.23 CalamosStratTot Gevo NanoDimension TransGlobeEner AT&T PfdC ClearwaterPaper InterPrivate Perrigo
Zoom Video Communications Inc.................. ZM 13 846,230 72,768,033 $ 85.99 CalamsGlblDynInc GlacierBancorp Napco Security TransMedics AVX Clorox Invesco MIO PhysiciansRealty
CalavoGrowers GladstoneCap Nathan's TravelCtrsNt28 AdvDisposalSvcs Cloudflare InvescoMuniOpp PIMCO NY MuniII
Salesforce.Com Inc ........................................ CRM 12 356,531 65,223,855 $ 182.94 CambridgeBncp GladstoneComm NatlGeneral TravelCtrsNt29 Alcon CollierCreek InvescoQtyInc PioneerMuniHiInAdv
Texas Instruments Inc .................................... TXN 12 177,183 21,901,558 $ 123.61 CanterburyPark GladstoneInvPfdE NatlHoldings TravelCtrsNt30 AllncBrnstnNa CommunityHlthcr InvescoValueMuniIT PivotalInvII
CapitalaFinance GladstonePfdD NatlWesternLife Travelzoo ArborRealtyPfdC Cott iStar PriorityIncmPfdF
CapitalaFinNts22 GladstonePfdD NaturalAlt TriCoBancshares ArlingtonAsstNt25 DRDGOLD JuniperIndustrial PutnmMgdMun
CONFERENCE CALL CALENDAR CapitalSouthwest GlbIndemnityNts Navient TriMas ArmstrongWorld DTFTaxFrIncome KKR Pfd B PutnmMunOpp
CapitolFedFin GlbX Cybersec NaviosMaritime TripAdvisor Avangrid DWSMuniIncm Kadmon RMGAcqn
Earnings - Related CapStarFin GlbX Health&Well NBT Bancorp trivago AzurePowerGlbl DineBrands KaleyraWt RanpakWt
CaraTherap GlbX ThemGrwth NCS Multistage TrueCar BarrickGold dMY Tech KinrossGold Safehold
Company Date Time Earnings-Related Period CarolinaFin GlbXCannabis NetElement TrustcoBank BlkRkCA MI Tr DominionEner LegacyAcqnUn SandstormGold
Autozone March 3 10:00AM Q2 CarrolsRestr GlbXMSCISuperDiv Netgear Trustmark BlkRkCB Tr DominionEnerUn LexingtonRealty SpartanEnergy
CarterBk&Tr GlbXNasd100Cv NetSolTech Tuniu BlkRkIncmTr DoubleLineYdOpps LifeStorage SpartanEnergy
Brown-Forman March 4 10:00AM Q3 CarverBancorp GlbXSuperDivdREIT NeuroMetrix TurtleBeach BlkRkLngTrm Muni DouglasDynamics MFS InvestGrMuni SpecialOppFdPfB
Campbell Soup March 4 8:30AM Q2 CASI Pharm GlbXSuperDividAlt Neuronetics TwinDisc BlkRkMuniNYIntrDur DukeEnergy MaidenHldgsPfdC Steris
CastorMaritime GlobalEagle NewtekNts2023 UMB Fin
Cooper Companies March 5 5:00PM Q1 CathayGenBncp GlobalIndemNt NewYorkMtgPfdE Umpqua
BlkRkMuniAssets EtnVnc MIT MidAmerAptPfdI Strats PG GJR
BlkRkMuniBd Tr EldoradoGold NatlHealthInv SunnovaEnergy
Dentsply March 2 8:30AM Q4 CBTX GlobusMaritime NextGenHlthcr UnitedAirlines BlkRkMunQlty Endava Nevro TCWStratIncmFd
Dollar Tree March 4 9:00AM Q4 Celcuity GloryStarNewMedia NI UnitedBkshrsWV BlkRkMuniQual ExantasCap Newmont TJX
CellectBiotechWt GloryStrNewMediaWt NicholasFin UnitedFire BlkRkMuniIncm FGL Wt NuvAMTFrMunCrd TeladocHealth
H & R Block March 5 4:30PM Q3 Celsion Gogo NMI Holdings UnitedGuardian BlkRkMuni2030 FedPrmrMuni NuvAMTFrQualMuni TVA Parrs
Kohls March 3 9:00AM Q4 CentennialRsc GolarLNG PfdA NobleEnergy UnitedInsurance BlkrckMunHlCAQlty FT MtgIncome NuvCA MuniVal ThomsonReuters
Nordstrom March 3 4:45PM Q4 CenterStateBank GolarLNGPartners NobleMidstream UnitedSecBcshrs BlkRkMuniHldgFd II Franco-Nevada NuvCA QualMuni Trex
CenturyCasinos GoldenOcean NortheastBank UnivDisplay
Ross Stores March 3 4:15PM Q4 Ceragon GolubCapital NorthernTrust UnivestFin
Source: CCBN, www.ccbn.com Cerecor GoodTimesRest NorthwestBcshs UnivLogistics
CH Robinson Goodyear NovaLifestyle UnivStainless Continued on page M27.
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, February 28, 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) 2.25 2.25 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) 4.75 4.75 5.50 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in Saudi Arabia (Riyal) .2666 .2666 3.7513 3.7513
Fed Funds Rate Currency Currency Foreign Foreign .7178 .7157 1.3931 1.3973
Singapore (Dollar)
Avg effective offer 1.59 1.60 2.43 S&P 100 CBOE in U.S.$ in U.S.$ Currency Currency
Country Fri. Last Fri. Fri. Last Fri. South Africa (Rand) .0638 .0667 15.6688 15.0013
Avg weekly auction-c 1.59 1.58 2.40 South Korea (Won) .0008331 .0008285 1200.32 1207.07
4.95 0.95 .0161 .0162 62.1300 61.7638
T-Bills Rate Argentina (Peso)-y Sri Lanka (Rupee) .0055 .0055 181.8700 181.7200
s
CBOE Australia (Dollar) .6506 .6624 1.5370 1.5097
13 weeks, Coupon Yield 1.536 1.577 2.453 S&P 100
s
Sweden (Krona) .1042 .1029 9.5999 9.7187
13 weeks, Auction Rate 1.505 1.545 2.405 Bahrain (Dinar) 2.6524 2.6529 .3770 .3769 Switzerland (Franc) 1.0364 1.0223 .9649 .9782
4.10 0.85 Brazil (Real) .2236 .2278 4.4726 4.3893
26 weeks, Coupon Yield 1.475 1.547 2.520 Taiwan (Dollar) .03318 .03289 30.137 30.400
26 weeks, Auction Rate 1.440 1.510 2.455 Bulgaria (Lev) .5641 .5548 1.7727 1.8023
Thailand (Baht) .03175 .03167 31.500 31.580
Avg weekly auction-c 1.55 1.55 2.41 Canada (Dollar) .7478 .7563 1.3372 1.3221
3.25 0.75 Chile (Peso) .001223 .001244 817.90 803.80
Turkey (New Lira)-d .1601 .1640 6.2463 6.0965
Broker Call Rate 3.50 3.50 4.25 Ukraine (Hryvnia) .0406 .0409 24.6011 24.4728
China (Renminbi) .1430 .1423 6.9919 7.0272
U.K. (Pound) 1.2816 1.2957 .7803 .7718
Bankers Acceptances Colombia (Peso) .0002857 .0002945 3500.31 3395.99
1 month 1.60 1.60 2.48 2.40 0.65 Croatia (Kuna) .1475862 .1456070 6.78 6.87
Uruguay (Peso) …… .. …… .. …… .. …… ..
2 months 1.60 1.63 2.53 Financial .02591 .02625 38.600 38.100
Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. ----
3 months 1.60 1.70 2.63 Commercial rate .04333 .04329 23.080 23.100 Euro 1.1027 1.0847 .9069 .9220
6 months 1.58 1.75 2.73 1.55 0.55 Denmark (Krone) .1476 .1452 6.7764 6.8864 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
Euro Libor Rate EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000 British, and Japanese currencies. Source: IMF a-Russian Central Bank
Egypt (Pound)-y .0640 .0643 15.6286 15.5599 rate. b-government rate. d-rebased as of Jan. 1, 2005. y-floating rate.
1 month -0.534 -0.520 -0.412
3 months -0.471 -0.441 -0.341
0.70 0.45 Hong Kong (Dollar) .1283 .1284 7.7940 7.7867
M A M J J A S O N D J F ARMS INDEX
6 months -0.432 -0.398 -0.298 Hungary (Forint) .003260 .003219 306.76 310.61
12 months -0.354 -0.314 -0.162 Source: CBOE Iceland (Krona) .007893 .007830 126.69 127.71
India (Rupee) .01379 .01391 72.539 71.880 The Arms index, also known as the short term trading index, is a number
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Indonesia (Rupiah) .0000697 .0000726 14348 13765
1 month 1.52 1.63 2.48 the index is the number of advancing stocks divided by the number of
3 months 1.46 1.68 2.60 INVESTOR SENTIMENT READINGS Israel (Shekel) .2864 .2927 3.4920 3.4170
declining stocks. As of 3/14/11, the denominator in the index is now the
Japan (Yen) .009252 .008964 108.09 111.56
6 months 1.40 1.67 2.68 High bullish readings in the Consensus stock index or in the compositevolumeofadvancingstocksdividedbythecompositevolumeof
12 months 1.38 1.73 2.88 Kazakhstan (Tenge) .002619 .002654 381.84 376.78
Market Vane stock index usually are signs of Market tops; low declining stocks.
Kuwait (Dinar) 3.2690 3.2621 .3059 .3066
Foreign Prime Rates ones, market bottoms. Daily 2/24 2/25 2/26 2/27 2/28
Last 2 Weeks 3 Weeks Macau (Pataca) .1246 .1246 8.0243 8.0265
Canada 3.95 3.95 3.95 Week Ago Ago Malaysia (Ringgit)-b .2373 .2387 4.2135 4.1891
Germany 0.00 0.00 0.00 NYSE 1.41 .87 2.13 1.57 .60
Mexico (Peso) …… .. …… .. …… .. …… ..
Japan 1.475 1.475 1.475 Consensus Index Floating rate .0510 .0529 19.6130 18.9014
NYSE American .27 .67 .61 .11 .19
Switzerland 0.50 0.50 0.50 Consensus Bullish Sentiment 65% 70% 69% Nasdaq .67 .72 .78 .67 .53
New Zealand (Dollar) .6242 .6346 1.6021 1.5758
Britain 0.75 0.75 0.75 Source: Consensus Inc., P.O. Box 520526,Independence, Mo. .1064 .1077 9.3962 9.2808
Norway (Krone)
Historical data available at (816) 373-3700. editor@consensus-inc.com
Other Money Rates Oman (Rial) 2.5984 2.5971 .3849 .3850
Fannie Mae Home Loan: AAII Index Pakistan (Rupee) .00648 .00648 154.300 154.300 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 2.73 2.92 4.07 Bullish 30.4% 40.6% 41.3% Philippines (Peso) .01957 .01965 51.100 50.885
Bearish 39.1 28.7 26.4 12-Month Year Week %
Bank money market-z 0.21 0.21 0.23 Poland (Zloty) .2547 .2530 3.9262 3.9527
Interest Checking-z 0.07 0.07 0.08 Neutral 30.4 30.8 32.3 High Low 2/27 2/20 Ago Chg.
Qatar (Rial) .2746 .2746 3.6420 3.6420
6-Month Certif-z 0.49 0.49 0.58 Source: American Association of Individual Investors, Russia (Ruble)-a .01495 .01561 66.911 64.074 614.99 410.95 Gold mining 559.45 614.99 445.16 –9.03
12-Month Certif-z 0.76 0.76 0.98 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.79 0.79 1.18 Market Vane
5-Year Certificates-z 1.13 1.13 1.51 Bullish Consensus 42% 50% 50%
U.S. Savings EE Bonds: FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
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 2/28 2/21 Ago
the Federal Reserve on a weekly average basis. Reserve Chgs. (Mil. $) Week Change Change
Indicator 51.3% 46.1% 50.9% Gold, troy ounce 1609.85 1643.30 1311.95
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 One week ended Feb 26: Silver, troy ounce 16.79 18.52 15.32
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 3,846,566 + 9,362 + 50,635 making refining settlement.
Price Premium Premium
Federal agency secur: Coins $ %
WEEKLY BOND STATISTICS Bought outright 2,347 .... -62
Reserve bank credit: Krugerrand 1628.02 62.62 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Primary Credit 2 .... -11
Maple Leaf 1643.67 78.27 5.00
Week Week Week Week Week Week Mexican Peso 1895.40 8.00 0.42
Secondary Credit .... .... ....
Austria Crown 1537.41 3.00 0.20
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Seasonal Credit .... .... -10
Austria Phil 1643.67 78.27 5.00
Corporate (z) 2,238 r29,464 22,852 general obligation municipal bonds.) Float -183 -69 + 90 U.S. Eagles 1643.67 78.27 5.00
Municipal (z) 12,250 r5,835 5,514 2.27 2.464.19 Other F.R. Assets 19,202 -10,314 -750
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 # 4,119,491 -25,347 + 179,698 coin. Source Manfra, Tordella & Brookes, Inc.
Bond Buyer Municipal Bond Index (Index of 40 Gold stock 11,041 .... .... Bullion spot gold price 1565.40
corporate bonds.) actively-traded tax-exempt bonds; component issues are SDR Certif. Accounts 5,200 .... ....
2.18 2.28 3.76 changed regularly to keep the index a current picture of the Treas. Curr. Outst. 50,183 + 14 + 361
Interm-Grade Bonds-y (Barron's index of 10 market. Source: The Bond Buyer Total 4,206,091 -25,401 + 179,455 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.38 3.48 4.04 Currency in circ 1,798,942 + 803 + 88,110
3.19 3.20 4.58 Stock/Bond Yield Gap-s (Difference between yield on Treas. Cash Hldgs 272 + 21 -28 Gold Enough: After piling up in pan-
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Fed Deposits 439,365 + 10,560 + 128,791 demic shelters, gold eased 2% last
Confidence Index (High-grade index divided by inter- Foreign Fed Deposits 5,187 + 2 -57
mediate-grade index; decline in latter vs. former generally +.38 –.07 –1.54 Other Fed Deposits 69,613 -5,457 + 9,138 week, to $1,610 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Other FR liab/cap 44,496 + 336 -433 40
68.3 71.5 82.1 Corp Bonds, (y) 2.52 2.55 4.06 Total factors 2,579,622 + 2,248 + 193,736
s
Barron's Gold Mining Index (559.45)
Other Confidence Indicators: v-Week ended Thursday. y-Yield to maturity, week ended Thursday.
Reserves F.R. banks 1,626,469 -27,649 -14,281
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. 3,460,325 -2,182 + 18,010 30
Bloomberg Barclays US Long Treasury*(This Fgn hold U.S. debt
index measures the performance of fixed-rate, nominal US Reserve Aggr (Mil. $ sa) Latest Prev. Wk. % Year
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) MONEY SUPPLY Two Wks Ended Feb 26: Wk. Week Chg. Ago 20
4573.03 4361.52 3426.01 Total Reserves: 1,709,136 1,732,355 -1.34 1,704,312
Money Supply (Bil. $) Latest Prev. Yr. Ago YOY % Chg
Nonborrowed Res # 1,709,134 1,732,352 -1.34 1,704,291
Bloomberg Barclays US Credit (This index Week ended February 17 Required Res ## 211,982 203,070 4.39 199,771 10
includes all publicly issued, fixed-rate, non-convertible, invest- M1 (seas. adjusted) 3,997.9 r4,026.4 3,752.1 6.55 s
Excess Reserves: 1,497,154 1,529,285 -2.10 1,504,541
ment-grade, dollar-denominated, SEC-registered corporate M1 (not adjusted) 3,869.9 r3,850.6 3,653.9 5.91
M2 (seas. adjusted) Borrowed Reserves 2 3 -33.33 21 Handy & Harman Gold Price
debt. All issues have at least one year to maturity and outstand- 15,529.5 r15,508.2 14,463.0 7.37
M2 (not adjusted) 15,488.4 r15,446.2 14,419.4 7.41 Free Reserves ### 1,497,152 1,529,282 -2.10 1,504,520 0
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) Week ended February 19 Monetary Base 3,438,834 3,453,798 -0.43 3,347,519
3189.43 3179.20 2768.70 M1 Mult. Replacement (St. Louis Fed) 1.125 1.115 1.092 3.02 # 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-
-10
active Treasury notes and bonds. Dec. 31, 1996=100.) Month ended January rowings other than extended credit. Free reserves are shorthand method M A M J J A S O N D J F
M1 (seas. adjusted) r3,982.2 3,978.4 3,737.4 6.55 of determining the degree of ease of Fed policy, or when they are negative
316.33 309.88 274.80 M2 (seas. adjusted) r15,438.7 r15,318.4 14,465.9 6.72 net borrowed reserves, tightness.
Market Laboratory
DIVIDEND PAYMENT REDUCTIONS WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Adjusted % Record Ex-Div Payment
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date This list includes payouts on common stocks. This list includes payouts on common stocks.
Jernigan Capital-JCAP (NYSE)............................ 5.1 Q .23 .35 -34.3 % 4-01 3-31 4-15
Park Hotels & Resorts-PK (NYSE)....................... 12.0 Q .45 .55 -18.2 % 3-31 3-30 4-15 NYSE NYSE
Washington Prime Group-WPG (NYSE) ............. 36.4 Q .125 .25 -50.0 % 3-09 3-06 3-16 Monday SunCoke Energy .06 Janus Henderson Group .36 Tuesday Thursday FedEx .65
First American Financial .44
Truist Financial .45 Matson Inc. .22
(March 2) (March 3) (March 5)
Warrior Met Coal .05 Minerals Technologies .05 General Electric .01
Aflac .28 Amcor .115 Abercrombie & Fitch .20
DIVIDEND PAYMENT BOOSTS American States Water .305 Tuesday TJX Cos .23 Avery Dennison .58 Avangrid .44
Genpact .097
Kansas City Southern .40
Adjusted % Record Ex-Div Payment AmerisourceBergen .42 (March 3) Friday Banco Bradesco Ord .003 Bank of America .18
Molson Coors A .57
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Brinks .15 Conagra Brands .213 (March 6) Cedar Fair Dep Rec .935 BHP Group ADR 1.30
Molson Coors B .57
Bunge Ltd .50 Kemper Corp .30 AH Belo A .08 Employers Holdings .25 BHP Group ADR 1.30
Acushnet Holdings-GOLF (NYSE) ......................... 2.2 Q .155 .14 10.7 % 3-13 3-12 3-27 Carlisle Cos .50 Neenah .47 Aircastle .32 EnPro .26 Brinker International .38 Systemax .14
Systemax 1.00
Allison Transmission-ALSN (NYSE) ..................... 1.5 Q .17 .15 13.3 3-09 3-06 3-20 Carriage Services .075 Penske Automotive .42 Boeing 2.055 Equifax .39 Carter's .60
Tronox Holdings .07
Allstate-ALL (NYSE) ................................................. 2.1 Q .54 .50 8.0 3-02 2-28 4-01 Church & Dwight .24 Sculptor Capital Mgmt .53 Cable One 2.25 Eversource Energy .567 Cinemark Holdings .36
Evertec .05 DRDGOLD ADR .168 TX Pacific Land Tr 10.00
AngloGold Ashanti ADR-AU (NYSE) .................... 0.4 A .110213 .067002 64.5 3-13 3-12 4-06 ConocoPhillips .42 Visa Cl A .30 Emerald Holding .075
Fresh Del Monte Produce.10 Gallagher .45 TX Pacific Land Tr 6.00
Armada Hoffler Properties-AHH (NYSE) .............. 5.3 Q .22 .21 4.8 3-25 3-24 4-02 CURO Group Holdings .055 Weis Markets .31 Honeywell Intl .90 Unifirst .25
Greenhill .05 Genco Shipping .175
Deluxe Corp .30 Zoetis .20 L Brands .30
Assured Guaranty-AGO (NYSE)............................. 1.8 Q .20 .18 11.1 3-11 3-10 3-25 Halliburton .18 General Motors .38 Saturday
Banco Bilbao Vizcaya ADR-BBVA (NYSE)............ 4.8 S .172848 .110144 56.9 4-08 4-07 4-24
Entergy
Essential Utilities
.93
.234
Wednesday Materion
MSCI
.11
.68
Israel Chemicals .018 Genuine Parts .79 (March 7)
(March 4) Novartis ADR 3.042 Hecla Mining .002
Bank of Montreal-BMO (NYSE)............................... 4.7 Q .7976 .783657 1.8 5-01 4-30 5-26 FB Financial .09 ONE Gas .54 PJT Partners .05 Kimberly-Clark 1.07
NONE
American Water Works .50
Best Buy-BBY (NYSE)............................................... 2.6 Q .55 .50 10.0 3-19 3-18 4-09 Ford Motor .15
AVX Corp .115
Panhandle Oil & Gas .04 RE/MAX Holdings Cl A .22 LCI Industries .65 Sunday
British Amer Tobacco ADR-BTI (NYSE)............... 6.4 Q .677067 .657161 3.0 3-27 3-26 5-18 Helmerich & Payne .71
Jabil .08
Parker Hannifin .88 Schweitzer-Mauduit Intl .44 Liberty Oilfield Services .05 (March 8)
BWX Technologies-BWXT (NYSE)......................... 1.2 Q .19 .17 11.8 3-09 3-06 3-26 HNI Cp .305 Pfizer .38 Six Flags Entertainment .25 Linde .963 NONE
Timken .28
Carter's-CRI (NYSE) ................................................. 2.2 Q .60 .50 20.0 3-06 3-05 3-20
INVESCO
JM Smucker
.31
.88
Valero Energy .98
Radian Group
Rexnord
.125
.08
Southwest Airlines .18 Macquarie Infrastruc 1.00 Monday
Suncor Energy .35 Magna Intl .40 (March 9)
CenterState Bank-CSFL (Nasdaq) .......................... 2.2 Q .14 .11 27.3 3-16 3-13 3-31 Louisiana-Pacific .145 Thursday Ritchie Bros .20 Yum China Holdings .12 Outfront Media .38 Becton Dickinson .79
Chico's FAS-CHS (NYSE) ........................................ 8.7 Q .09 .0875 2.9 3-16 3-13 3-30 Moog A .25 (March 5) Southern .62
Cinemark Holdings-CNK (NYSE) ........................... 5.5 Q .36 .34 5.9 3-06 3-05 3-20 Moog B .25 Alaska Air Group .375 TE Connectivity .46
Wednesday Owens Corning
QEP Resources
.24
.02
Canadian Natl Railway .437
(March 4) CNO Financial Group .11
Coca-Cola-KO (NYSE).............................................. 3.1 Q .41 .40 2.5 3-16 3-13 4-01 Murphy Oil .25 AllianceBernstein .85 YUM! Brands .47 Regions Financial .155 Cott Cp .06
Alleghany Corp. 15.00
Cogent Communications-CCOI (Nasdaq) ............ 3.3 Q .66 .64 3.1 3-13 3-12 3-27 Phillips 66 .90
Pinnacle West Capital .783
Archer Daniels Midland .36
Autoliv .62
Saturday Armstrong Wrld Ind .20
Royal Caribbean Cruises .78
Sealed Air .16
Delek US Hldgs .31
Cohen & Steers-CNS (NYSE) .................................. 2.5 Q .39 .36 8.3 3-02 2-28 3-12 (March 7) BlackRock 3.63 Essent Group .16
R.R. Donnelley & Sons .03 Callaway Golf .01 Tapestry .338 Hudbay Minerals .007
NONE FNB Corp .12
Comfort Systems USA-FIX (NYSE) ....................... 0.9 Q .105 .10 5.0 3-09 3-06 3-20 Sensient Technologies .39 Carpenter Technology .20 Harley-Davidson .38
TEGNA .07 Kontoor Brands .56
CompX IntlA-CIX (NYSE AMER ) .............................. 2.0 Q .10 .07 42.9 3-09 3-06 3-19 SJW Group .32 Cummins 1.311 Sunday Houlihan Lokey Cl A .31
Terex .12 MGM Resorts Intl .15
Danaher-DHR (NYSE)............................................... 0.5 Q .18 .17 5.9 3-27 3-26 4-24 Southwest Gas Hldgs .545 Discover Finl Svcs .44 (March 8) Thomson Reuters .38 Occidental Petroleum .79
Insperity .40
Standard Motor Prod .25 HollyFrontier .35 NONE Twin River Worldwide .10
Delek US Hldgs-DK (NYSE)..................................... 5.5 Q .31 .30 3.3 3-10 3-09 3-24 Kosmos Energy .045
Waste Management .545
Omnicom Group .65
Parsley Energy Cl A .05
Digital Realty Trust-DLR (NYSE)............................ 3.6 Q 1.12 1.08 3.7 3-17 3-16 3-31 NASDAQ Mosaic
Navios Marit Acq
.05
.30
Westwood .43
PPL Corp .415
Dine Brands Global-DIN (NYSE) ............................ 3.4 Q .76 .69 10.1 3-20 3-19 4-03 Amgen 1.60 Friday
Douglas Dynamics-PLOW (NYSE)......................... 2.5 Q .28 .2725 2.8 3-20 3-19 3-31 Monday Wednesday Computer Programs .10
Newmont .14 Public Service Enterprise .49
Nielsen Holdings .06 (March 6) Rogers Commun .382
(March 2) (March 4)
Eaton Corp. PLC-ETN (NYSE)................................. 3.1 Q .73 .71 2.8 3-13 3-12 3-27 E*TRADE Fincl .14 AudioCodes .13
Eagle Bancorp Montana .095 North Amer Construction.03 Brown-Forman Cl A .174 Southern Copper .40
EPR Properties-EPR (NYSE)................................... 7.6 M .3825 .375 2.0 3-31 3-30 4-15 First Hawaiian .26 Shutterstock .17 Brown-Forman Cl B .174 Travelers Cos .82
Enterprise Bancorp .175 Home BancShares .13 First Northwest Bancorp .05 Stepan Co .275 BWX Technologies .19 VF Corp .48
Essex Property Trust-ESS (NYSE) ........................ 2.8 Q 2.0775 1.95 6.5 3-31 3-30 4-15 FedNat Holding .09 Landmark Bancorp .20 Hawkins .233
Farmers National Banc-FMNB (NCM ) .................. 2.7 Q .11 .10 10.0 3-13 3-12 3-31 Goodyear Tire .16 Shore Bancshares .12 Microchip Technology .367 NASDAQ
FBL Financial Group-FFG (NYSE).......................... 4.0 Q .50 .48 4.2 3-16 3-13 3-31 Thursday
Middlesex Water .256 MKS Instruments .20 Brooks Automation .10

Fedl Ag Mtge Corp Cl A-AGM.A (NYSE)................. 4.3 Q .80 .70 14.3 3-16 3-13 3-31 Selective Insurance Grp .23 (March 5) Nathan's Famous .35 Tuesday CB Financial Services .24
Cheesecake Factory
Daktronics
.36
.05
TCF Financial .35 Wayside Technology Grp .17 (March 3)
Fedl Ag Mtge Corp Cl C-AGM (NYSE) .................... 3.7 Q .80 .70 14.3 3-16 3-13 3-31 Adtran .09
Avnet .21
CH Robinson Worldwide .51 Dunkin' Brands Group .403
Winmark .25 HomeTrust Bancshares .07 Wynn Resorts 1.00 Citrix Systems .35 Escalade .125
Fifth Third Bancorp-FITB (Nasdaq) ........................ 3.9 Q .27 .24 12.5 3-31 3-30 4-14 Fox Cl A .23
First Savings Fincl Gp-FSFG (NCM )...................... 1.0 Q .17 .16 6.3 3-17 3-16 3-31 Tuesday KLA .85 Saturday Fox Cl B .23
Commerce Bancshares .27 Sinclair Broadcast Cl A .20
Littelfuse .48 (March 7) County Bancorp .07
Flowserve-FLS (NYSE) ............................................ 1.9 Q .20 .19 5.3 3-27 3-26 4-09 (March 3) Kearny Financial .08 CSG Systems Intl .235 Saturday
Paccar .32 Southside Bancshares .31 NONE
NIC .09 (March 7)
Greif B-GEF.B (NYSE)................................................ 6.5 Q .66 .65 1.5 3-18 3-17 4-01 .44 VEON ADR .15 First Merchants .26
Hannon Armstrong-HASI (NYSE) .......................... 4.0 Q .34 .335 1.5 4-02 4-01 4-10
Skyworks Solutions Sunday Old Dominion Freight .153 Golden Ocean Group .05 NONE
Woodward .28 Friday (March 8) Phibro Animal Health .12 Heidrick & Struggles Intl.15 Sunday
Hill Rom Holdings-HRC (NYSE) ............................. 0.9 Q .22 .21 4.8 3-23 3-20 3-31 (March 6) NONE Xperi .20 Kforce .20
Home Depot-HD (NYSE) .......................................... 2.5 Q 1.50 1.36 10.3 3-12 3-11 3-26 (March 8)
Amalgamated Bank .08
Wednesday ManTech Intl Cl A .32
NONE
ITT-ITT (NYSE) ........................................................... 1.1 Q .169 .147 15.0 3-16 3-13 4-06 Mercantile Bank .28
Linde-LIN (NYSE)...................................................... 1.8 Q .963 .875 10.1 3-06 3-05 3-20 NYSE American (March 4)
First Foundation .07
Navient Corp. .16 Monday
PepsiCo .955 (March 9)
Magna Intl-MGA (NYSE) ........................................... 3.5 Q .40 .365 9.6 3-06 3-05 3-20 Monday Wednesday Friday Forward Air .18 Prudential Bancorp .43 Auburn National Banc .255
McGrath RentCorp-MGRC (Nasdaq)...................... 2.2 Q .42 .375 12.0 4-15 4-14 4-30 (March 2) (March 4) (March 6) NONE Hancock Whitney .27 Prudential Bancorp .07 BJ's Restaurants .13
Merchants Bancorp-MBIN (NCM )......................... 1.8 Q .08 .07 14.3 3-13 3-12 4-01 NONE Amcon Distributing .18 Saturday Newmark Group .10 Ruth's Hospitality Group .15 CME Group Cl A .85
Patterson-UTI Energy .04
MGP Ingredients-MGPI (Nasdaq) ........................... 1.4 Q .12 .10 20.0 3-13 3-12 3-27 Tuesday Thursday (March 7) NONE
SLM Corp .03 Columbia Sportswear .26
Qualcomm .62 Trustco Bank .068
MVB Financial-MVBF (NCM ) .................................. 1.6 Q .09 .07 28.6 3-01 2-27 3-15 Sunday Expedia Group .34
National CineMedia-NCMI (Nasdaq)...................... 9.9 Q .19 .17 11.8 3-03 3-02 3-17
(March 3)
NONE
(March 5)
NONE (March 8) NONE
Thursday United Fire Group .33 Penns Woods Bancorp .32
(March 5) Wingstop .11 RCI Hospitality Holdings .04
Old Republic Intl-ORI (NYSE) ................................. 4.1 Q .21 .20 5.0 3-09 3-06 3-16 American National Bksh .27 Friday UMB Financial .31
Outfront Media-OUT (NYSE) ................................... 5.5 Q .38 .36 5.6 3-06 3-05 3-31 American Natl Insurance .82 (March 6) Univest Financial .20
Prologis-PLD (NYSE) ............................................... 2.8 Q .58 .53 9.4 3-16 3-13 3-31 NEW LISTINGS Big 5 Sporting Goods .05 Bruker Corp .04 Victory Capital Cl A .05
Royal Bank of Canada-RY (NYSE)......................... 4.3 Q .8146 .776788 4.9 4-23 4-22 5-22
Ruth's Hospitality Group-RUTH (Nasdaq)............ 3.1 Q .15 .13 15.4 3-06 3-05 3-20 NYSE NYSE American
Ryman Hospitality Prop-RHP (NYSE)................... 5.2 Q .95 .90 5.6 3-31 3-30 4-15 Plymouth Industrial REIT (PLYM) Tuesday Thursday Saturday
SAP ADR-SAP (NYSE).............................................. 1.0 A 1.711898 1.67427 2.2 5-22 5-21 6-02 (March 3) (March 7) NONE
NYSE American (March 5)
SBA Communications-SBAC (Nasdaq)................. 0.7 Q .465 .37 25.7 3-10 3-09 3-26 NONE Adams Resources .24 Sunday
Sempra Energy-SRE (NYSE)................................... 2.8 Q 1.045 .9675 8.0 3-20 3-19 4-15 None Wednesday
Service Corp Intl-SCI (NYSE).................................. 1.6 Q .19 .18 5.6 3-13 3-12 3-31 Friday (March 8) NONE
Nasdaq (March 4) (March 6) Monday
Smith & Nephew ADR-SNN (NYSE) ....................... 1.6 S .462 .288 60.4 4-03 4-02 5-06 Chicago Rivet & Machine .22 NONE
Southwest Gas Holdings-SWX (NYSE) ................ 3.4 Q .57 .545 4.6 5-15 5-14 6-01 Passage Bio (PASG) (March 9)
Imperial Oil .167 Grupo Simec ADR .674
Stantec-STN (NYSE)................................................. 1.5 Q .1163 .109331 6.4 3-31 3-30 4-15 Zhongchao (ZCMD)
Steel Dynamics-STLD (Nasdaq) ............................. 3.6 Q .25 .24 4.2 3-31 3-30 4-10
Systemax-SYX (NYSE)............................................. 2.3 Q .14 .12 16.7 3-09 3-06 3-16 TRADING SUSPENDED
Telephone & Data Sys-TDS (NYSE)....................... 3.4 Q .17 .165 3.0 3-17 3-16 3-31 YEARLY HIGH/LOWS S&P 500 INDEX
Texas Roadhouse-TXRH (Nasdaq) ........................ 2.6 Q .36 .30 20.0 3-11 3-10 3-27 The yearly S&P 500 Index; with a high/low range based NYSE
Thermo Fisher Scientific-TMO (NYSE)................. 0.3 Q .22 .19 15.8 3-16 3-13 4-16 on the daily close. None
Thomson Reuters-TRI (NYSE) ............................... 1.9 Q .38 .36 5.6 3-06 3-05 3-18
Toronto-Dominion Bank-TD (NYSE) .................... 4.3 Q .5928 .555368 6.7 4-09 4-08 4-30 Year High Date Low Date NYSE American
Tronox Holdings-TROX (NYSE).............................. 2.5 Q .07 .045 55.6 3-09 3-06 3-20 2020 3386.15 Feb. 19 2954.22 Feb. 28 Plymouth Industrial REIT (PLYM)
Turning Point Brands-TPB (NYSE)........................ 0.7 Q .05 .045 11.1 3-20 3-19 4-10 2019 3240.02 Dec. 27 2447.89 Jan. 03
TX Pacific Land Tr-TPL (NYSE) .............................. 1.4 A 10.00 1.75 471.4 3-09 3-06 3-16 Nasdaq
2018 2930.75 Sept. 20 2351.10 Dec. 24
United Bancorp-UBCP (NCM ) ................................ 4.0 Q .1425 .14 1.8 3-10 3-09 3-20 2017 2690.16 Dec. 18 2257.83 Jan. 03
Diversified Restaurant Holdings (SAUC)
Universal Display-OLED (Nasdaq) ......................... 0.4 Q .15 .10 50.0 3-17 3-16 3-31
2016 2271.72 Dec. 13 1829.08 Feb. 11
US Physical Therapy-USPH (NYSE) ...................... 1.2 Q .32 .30 6.7 3-13 3-12 4-17 NAME CHANGES
Valley Natl Bncp Pfd. A-VLYPP (Nasdaq) .............. 6.0 Q .39625 .390625 1.4 3-13 3-12 3-30 2015 2130.82 May 21 1867.61 Aug. 25
Valmont Industries-VMI (NYSE) ............................ 1.3 Q .45 .375 20.0 3-27 3-26 4-15 2014 2090.57 Dec. 29 1741.89 Feb. 03
NYSE
Vistra Energy-VST (NYSE) ...................................... 2.6 Q .135 .125 8.0 3-17 3-16 3-31 2013 1848.36 Dec. 31 1457.15 Jan. 08
Wells Fargo Gl Div Opp-EOD (NYSE)..................... 11.6 Q .14713 .14525 1.3 3-13 3-12 4-01 2012 1465.77 Sept. 14 1277.06 Jan. 03 Atlas (ATCO), formerly Seaspan (SSW)
Wells Fargo Incm Opps Fd-EAD (NYSE AMER ) .... 9.1 M .0596 .05936 0.4 3-13 3-12 4-01 2011 1363.61 Apr. 29 1099.23 Oct. 03 NYSE American
Wells Fargo Multi-Sector-ERC (NYSE AMER ) ...... 10.2 M .09935 .09914 0.2 3-13 3-12 4-01 2010 1259.78 Dec. 29 1022.58 July 02
None
Wells Fargo Utilities Fd-ERH (NYSE AMER ) ......... 7.5 M .0804 .07988 0.7 3-13 3-12 4-01 2009 1127.78 Dec. 28 676.53 Mar. 09
Willis Towers Watson-WLTW (Nasdaq) ................ 1.4 Q .68 .65 4.6 3-31 3-30 4-15 2008 1447.16 Jan. 02 752.44 Nov. 20 Nasdaq
Wyndham Hotels & Resorts-WH (NYSE) ............. 2.3 Q .32 .29 10.3 3-13 3-12 3-31 2007 1565.15 Oct. 09 1374.12 Mar. 05 Berry (BRY), formerly Berry Petroleum
X W L C 10 11 12 H G R P 4 8 3 F A M 6 7 9 0 I
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Fear Factor: Vol. C No. 9 MARCH 2, 2020 $5.00

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VOL. C NO. 9 MARCH 2, 2020 $5.

10-YEAR TREASURY YIELD

Streetwise: There’s Tesla Stock Still Has

Disney’s New CEO Emerging Markets:

20 2000 theme-park whiz who gets

ideal candidate for Bob Iger’s job.

0 0 Fuzzy Math Clouds a P. M6

Up & Down Wall Street: Funds: The Makings Barron’s Roundtable

Who you put your trust in matters.

independent financial advisors. And

Greg S. | Independent financial advisor since 1988

DEPUTY PUBLISHER, BARRON’S GROUP Daniel Bernard S Salesforce.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt

CIMA CERTIFICATION DATES

YALE SCHOOL OF MANAGEMENT

WITHOUT CHICAGO BOOTH

THE DESIGNATIONS. YALE SCHOOL OF MANAGEMENT

RMA CERTIFICATION DATES

INVESTMENTS & WEALTH INSTITUTE

Impact without compromise

TSBIX AS OF 31 DEC 2019 AMONG 530

A responsible investment that has outperformed its benchmark

UP & D OWN WALL STREET

That You Didn’t Sell

rus, whose disease is now called he other crash in financial

Up & Down Wall Street Continued

Missing year bond, which dipped below 2% for the

a Certain At the short end of the curve, yields slid

Portfolio? Since the beginning of the year, 10- and

Dividend ETF fund tracker Morningstar.

QDIV their negative real yields, they provide an

effective hedge against large [his italics] open-end bond funds.

Don’t Panic. Except

from the old Jonny Quest cartoons, home loan is now. B

Correction Plus SHE SAID

Growing Old, Pandemic fears shifted from China, Respiratory Diseases.

everywhere, particularly South Korea

Getting High 44%

Photograph by Samuel Corum/Getty Images; Illustration by Elias Stein

Monday 3/2 ADP releases its National Employ-

A Tarnished Vaporizing Fast

Juul for Altria

F Feb. Nonfarm Payrolls 170,000 225,000

ByANDREW BARY 13%, to 8,567.

Solid and Safe yields. BP, at $31, yields 8.1%, and

How Bad Will Supply

Disruptions Get? vised its U.S. corporate earnings

percentage of sales—Yum China have built regional factories to serve

Consumers, who account for 70% Kernan, an analyst at Cowen. They

ED JONES/AFP via Getty Images

Scott Blair Tom Green Kevin R. Martin Jason Thompson

Companies Getting Ready

And Closures and roiled markets world-wide.

companies worldwide are course to wash your hands with soap

Andrea Verdelli/Getty Images

may have caught brokerage firms by Inside Corporate Venture Capital

Olympian with degrees from

How Venture Capital Became Intel’s Answer to ‘Massive Disruption’

Looks Like a Hit

FUND PROFILE Talking With Katherine Renfrew and Anupam Damani,

but the self-described “fixed-income geeks”

up in Sarasota, Fla., and studied economics and engi-

TEDLX 13.6% 7.0% 6.9%