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THE DOW JONES BUSINESS AND FINANCIAL WEEKLY VOL. XCVII NO. 21
BUFFETTS BERKSHIRE IS A BUY

Page 21
MAY 22, 2017

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2016 U.S. Fixed-Income
Fund Manager of the Year1
Average Annual Total Returns Life of Fund
as of 03/31/2017 1-year 3-year 5-year 10-year Since 10/15/2002
Fidelity Total Bond Fund 3.90% 3.33% 3.28% 4.88% 5.03%

Expense Ratio The Fidelity Total Bond Fund has delivered income and
0.45%
diversification for years through up and down markets.
Bloomberg Barclays U.S. Aggregate Bond 0.44% 2.68% 2.34% 4.27% 4.32%
Which is one of the reasons Morningstar named our team
Intermediate-Term Bond Category Average 1.74% 2.41% 2.52% 4.06% 4.03%
2016 U.S. Fixed-Income Fund Manager of the Year. As part
of one of the largest fixed income teams in the industry, Fund
Performance data shown represents past performance and is no guarantee of future results.
Investment return and principal value will fluctuate, so investors may have a gain or loss when Managers Ford ONeil, Matt Conti, Jeff Moore, and Mike
shares are sold. Current performance may be higher or lower than what is quoted, and Foggin have successfully met their investors needs by being
investors should visit Fidelity.com/performance for most recent month-end performance. flexible while carefully balancing risk with potential reward.
Learn about Total Bond Fund.

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Total returns are historical and include change in share value and reinvestment of dividends and capital gains, if any. Life-of-fund figures are reported as of the commencement date to the period indicated.
As of 03/31/17, Fidelity Total Bond Fund outperformed the Bloomberg Barclays U.S. Aggregate Bond Index and the Morningstar Intermediate-Term Bond category average over the 1-year, 3-year, 5-year, 10-year, and life-
of-fund periods.
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Morningstar Awards 2017 . Morningstar, Inc. All Rights Reserved. Awarded to Ford ONeil and Team, FTBFX, for Fixed-Income Fund Manager of the Year (2016), U.S.
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Table of Contents
Pullouts Start After Pages 20 & M20

s 2017 Dow Jones & Company, Inc. All Rights Reserved. May 22, 2017
SPECIAL REPORT
Columns
RETAIL WINNERS Look Out, Amazon Up & Down Wall Street
Randall W. Forsyth
Cover Story: Best Buy, Home Depot, Nordstrom, Wal-Mart, and Sothebys are
among the retailers likely to thrive as shopping habits shift. Also, a mall REIT. 12 Political chatter isnt enough
to derail the stock market. 5
Q&A with Dana Telsey: This industry veteran says powerful brands are what
count when it comes to winning repeat customersthe key to retailing success. 14 Streetwise
Kopin Tan
The Goldilocks economy is
Charting the Market M2 Mutual Funds: Gumshoes at Work James A. Anderson 17 backbut beware bears. 7
The Trader PROFILE: Masters of detective work, Polaris Capital Managements Follow-Up
Earnings to the rescue. M3 The next Trump bump. First
foreign-small-cap experts each visit 400 to 500 companies a year.
European Trader Data. Badger Daylighting. 9
Lately, they see an unparalleled opportunity overseas. PLUS: Scoreboard.
A better tone for Vodafone. M6
Review & Preview
Asian Trader Whats ahead for bank stocks?
What to buy as Chinas New
Silk Road takes shape. M7
Investment Lessons Worth Sharing David Englander 20 Risks in rising labor costs. 10
SIZING UP SMALL-CAPS: In his farewell column, our reporter offers
Emerging Markets Tech Trader

investing insights from the past five years. Plus, 10 favorite books. Tiernan Ray
Argentinas prospects brighten
as Brazils darken. M7 Two companies making big
breakthroughs in chips. 16
Winners & Losers M8
Still Bullish on Berkshire Andrew Bary 21 Fund of Information
Current Yield Berkshire Hathaway could post double-digit stock
Hedging the risk of a stock Sarah Max
market meltdown. M9 gains, even without Warren Buffett. Our guess as Staying diligent as more fund
to a successor. How to value the company. families pare their offerings. 19

13D Filings M10
Striking Price
ETF Focus
Crystal Kim
How Bill Brodsky transformed
the options industry. M11
Thinking Ahead Steve Garmhausen 34 The dangers of trying to
THE BEST ADVICE: UBS Scott Stackman is increasing exposure to Europe trade volatility. 19
Commodities Corner
Oil prices head higher. M12 and emerging markets, and is bullish on technology for the long term. Advisor Center
Susan Glover
Research Reports M13
How to choose the best
Insider Transactions M13 Casing Out the Best Bottles Richard C. Morais 36 technology for your firm. 33
Market Watch M14 PENTA: Wine impresario Michael Kennedy names five of his favorite Economic Beat
summer wines across a range of prices. Gene Epstein
The White House has a long
Michael Prince/Forbes Collection/Corbis/Getty Images

history of economic morons. 37
Index to Companies . . . . . . . . 8
Mailbag MLPs. Executive pay.
Dismantling Net Neutrality Thomas G. Donlan 39 Speaking of Dividends
Buying American. . . . . . . . . . . 38 EDITORIAL COMMENTARY: The Republican-controlled FCC should allow Leslie P. Norton
Corrections & the internet to be freeeven if that makes it unequal. A mixed performance for
Amplifications . . . . . . . . . . . M10 high-yielding stocks. 37
Classified . . . . . . . . . . . . . . . . M12
The Barrons Company Report Cards Are In
500
Cover Photograph
Ben Hung / Getty Images Smooth Operators: AmerisourceBergen is No. 1 for the Tencent is on a tear. Yale expels
second straight year in our annual ranking of operating some stocks, admits others.
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Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment
objectives, risks, charges and expenses. For this and more complete information about a fund, ETF or unit trust, investors should contact
their advisors for a prospectus and/or summary prospectus or visit invesco.com/FundProspectus.
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suitability of any investment strategy for a particular investor.
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An investment cannot be made directly in an index. Invesco Distributors, Inc.
May 22, 2017 X W L C 10 11 12 H G B P BARRONS 4 8 3 F A M 6 7 9 0 I 5
Up & Down Wall Street
Politics Pummels Policy

by Randall W. Forsyth
P
OLITICS IS NOT THE SAME AS POLICY. LAST WEEK bump will turn into the Trump slump, in which case over-
demonstrated that principle, as the latter was over- promising and underdelivering will be a political dead
whelmed by the former in an avalanche of news weight around the markets neck, Grant ruefully concludes.
stories regarding the Trump administration, its Thats without invoking the I wordimpeachment
sacking of the Federal Bureau of Investigation chief, and which got bandied about last week, rather prematurely.
the naming of a special counsel for the Russia investigation. Musing about a President Pence became market chatter
Financial markets had largely ignored the onslaught of among those who favored Trump policies without the accom-
news out of Washington until Wednesday, when major U.S. panying agita. The investigation has a long way to go, but
stock indexes plunged in reaction to reports as it continues, policy gets subordinated to
that James Comey, the former head of the politics.
FBI, had written a memo contending that Some who relish the Impeachments, or even scandals that dont
President Donald Trump had asked him to reach that stage, in and of themselves dont
Trump policies, but affect the stock market. Looking back over the
let it go in investigating former intelligence

advisor Michael Flynns alleged ties to Russia. not the Trump agita, 20th century, BCA Research found that the
But equity markets regained their equilib- Teapot Dome scandal didnt affect the Roaring
rium and ended the week on a high note after have mused about 20s bull market, while the Monica Lewinsky
Trump categorically denied doing anything to affair and Bill Clintons impeachment failed to
block the Russia probe and labeled the inves- a President Pence. derail the dot-com bull market of the 1990s.
tigation a witch hunt. Some pundits thought But, as noted here last week (Trump,
that naming former FBI Director Robert Mueller as special Nixon, and the Economy, May 13), the bear market that
counsel for the Russia investigation might ease the torrent followed Watergate reflected the steep recession at the time.
of news battering the administration. BCA Research points out that this resulted from the sharp
But even after the president took off on his first official tightening by the Federal Reserve to quell the inflationary
overseas trip on Friday, the Washington Post reported that pressures unleashed by the 1971 dollar devaluation and the
the investigation was probing a senior White House advi- oil shock after the Yom Kippur war in October 1973.
sor who is close to the president. The New York Times, During that span, writes economist Stan Shipley of Ever-
meanwhile, reported that the president told Russian diplo- core ISI, theres little evidence that Watergate moved the
mats during their now-infamous confab, in which Trump capital markets, while Treasury yields were in a general
passed along classified information, that firing Comey would uptrend. At the end of the day, classic fundamental deter-
take the pressure off the investigation, and also called the minants of the Treasury yieldinflation, Fed policy, govern-
former FBI chief a nut job. ment deficits, foreign demand, value of the dollar, and equity
Whether Trumps diplomacy takes over the news cycle market volatilityappear much more important than one-
is anybodys guess. But, for the markets, the import of the time, shockingly poor actions in D.C.
political news is what it means for policy. So, he concludes, Acknowledge the political chatter, but
Mark Grant, chief strategist for Hilltop Securities, was dont take your focus off the key fundamental determinants
among the few to predict a Trump victory last year and was of capital markets prices.
vociferous that his victory was a buy signal for stocks. Now,
T
however, he thinks the staunch opposition to him will HERE IS A SILVER LINING AMID ALL THE CHAOS IN
mean that much of Mr. Trumps agenda is going to get the capital, according to Alec Phillips of Goldman
defeated or, in the best-case scenario, will take a far longer Sachs. The appointment of a special counsel
period to achieve than many realize. may reduce the risks around the expiration of
Whether you think this is right or wrong is of no matter spending authority on Sept. 30 and the debt-limit deadline
to investors, he writes in his Out of the Box missive to institu- around the same time. With a credible investigation under
tional clients. I have concluded that less taxes, less regula- way, the issue is less likely to enter into the fiscal negotia-
tions, and most of his other grand plans will not be happening tions, as had looked likely, he writes in a research note.
anytime soon, and maybe not at all. Result: The Trump On that score, Washington watcher Chris Krueger of
Up & Down Wall Street continued
Cowen observes, while Muellers appoint- been elusive thus far, as the initial failure
ment will prolong the issue of the alleged of the repeal-and-replace Obamacare bill in
Russian ties and the policy overhang, it the House demonstrated.
also removes an immediate Democratic Sowhat does all of this mean for inves-
Activate your Barrons cause clbre.
And with Trump gone on his overseas
tors? wrote Valliere. The Trump agenda
has stalled, which is largely why the markets
digital account today trip, the heavy lifting on the fiscal 2018
budget will fall to Office of Management
and Budget head Mick Mulvaney, adds
sold off this week. The dysfunction in this
city is so intense that the idea of passing a
tax-reform bill this year is delusional,
Greg Valliere, the chief strategist of Hori- despite what [House Speaker] Paul Ryan
Full digital access is included in your zon Investments. says. Tax reform can still pass next year (or
print subscription*. But, Valliere wrote in a research note later), but for now the fiscal policy outlook is
on Friday, Trump will get intense push- a huge uncertainty for Wall Street.
back (even from Republicans) on huge The other policy implication is for the
Track the Markets Every Move spending cuts for domestic spending pro- Federal Reserve, which could dial back its
Access critical investment news the grams, while both parties will scoff at eco- expectations for two more 25-basis-point
moment it matters with the Barrons app. nomic assumptions of [gross-domestic- (one-quarter of a percentage point) in-
product] growth of 3% or betterwith creases in 2017 in its federal-funds target.
virtually no increase in assumed interest John Ryding and Conrad DeQuadros of
rates, a key expense for Washington. If RDQ Economics aver that the central
ever a budget was dead on arrival, it will banks view is that reduced monetary
be next weeks proposal from the White accommodation will be needed, independent
House, he added. of fiscal policy changes.
As for tax reform and tax cutsthe cen- There is near-universal expectation that
terpieces of the Trump economic program the Federal Open Market Committee will
Goldmans Phillips observes that recent announce a 25-basis-point hike, from the
events have taken a toll on President current 0.75% to 1% target range, at its
Trumps approval ratings, as well as support June 13-14 policy meeting, with a 97.5%
for Republicans in Congress, who are look- probability priced into the fed-funds futures
An Interactive Experience ing ahead to next years midterm elections. market, according to Bloomberg data. But
View videos and easily share articles Based on those poll numbers and history the probability of another such increase in
with friends. going back to 1962, Phillips says its possible December has faded to just 44.1%.
for the GOP to lose 23 seats in the House of
T
Representatives in 2018 and for the Demo- HE WANING CHANCES OF FED RATE
crats to regain the majority. hikes also may affect the long-
Electoral risks will make it tougher to anticipated shrinkage of the

pass health-care reform and a budget reso- banks balance sheet, which bal-
Barrons.com lution, which must be tackled before tax leg- looned to $4.5 trillion as a result of its
The worlds islation can pass, he continues. And given quantitative-easing program. Fed officials
premier investing the uncertain outlook for next years mid- had wanted the process of normalization to
publication at term election, Phillips thinks the tax cuts be well under way before reducing these
your fingertips. probably would be less ambitious, given a assets, a process that drains liquidity from
focus on revenue neutrality. the financial system.
Goldman has dialed back its expecta- But beyond the decline in the stock mar-
tions for a tax reduction to $1 trillion over ket last week, which came to all of 0.38% on
10 years from its previous forecast of the Standard & Poors 500 index, despite
$1.75 trillion, which in turn was far less Wednesdays stomach-churning plunge, the
than the $3 trillion to $4 trillion that it fig- striking aspect of the price action was in the
ured the administrations proposal would Treasury market, which saw a marked
When you activate our suite of digital products, youll receive Barrons cost. We continue to believe that some flattening in the yield curve. The spread
complete set of investment tools and instant access to all our unrivaled type of tax legislation is more likely than between the two- and 10-year notes nar-
not to be enacted in early 2018, but this is rowed to just 96 basis points, down about 40
markets coverage and research the moment you need them.
now a much closer call than it used to be basis points from its peak just before the
*Digital access is not included with enterprise print subscriptions to Barrons. in our view, Phillips concludes. turn of the year, and back close to the level
To be sure, thats not the only view. Ac- just before the election.
cording to Strategas Researchs policy A flatter yield curve is a classic sign of
team, the coming midterm elections and reduced market expectations of rising inter-
ACTIVATE YOUR DIGITAL BENEFITS Comey leaks will catalyze reforms as est rates, inflation, and growth. That is how
Republicans jobs are on the line. That, of politics have affected the outlook for policy,
WWW.BARRONS.COM/ACTIVATION course, assumes the GOP can come to- the economy, and the markets.
gether with a game plan that all of its fac-
2017 Dow Jones & Co., Inc. All rights reserved. 3E5036 tions can sign on to, something that has email: randall.forsyth@barrons.com
May 22, 2017 BARRONS 7
Streetwise
Goldilocks Is in the House

by Kopin Tan
FOR ALL ITS REPUTATION FOR LOOKING AHEAD, THE too hot nor too cold. But longer-term debt and other obligationsfrom
stock market just wants to live in the present moment pensions to entitlements like Social Securityare coming due, and
a little longer, thank you very much. central banks tool kit for goosing growth has become limited. Social and
Thats because financial conditions for stocks are political conflicts are near their worst for the last number of decades,
just about perfect right now, as commentators were Dalio adds, and conflicts get worse when economies worsen.
quick to assure us after last weeks pullback. Compa- The market is taking notice. The spread between two-year and 10-
nies just reported first-quarter profits 15% higher than year Treasury yields has shriveled to less than one percentage point for
a year ago. Interest rates are benign, with 10-year Treasury yields near the first time since the election, a sign investors arent too gung-ho about
2.25%, and the planet finally is enjoyinglets say it all together now long-term growth but still expect the Fed to raise short-term interest
synchronized economic growth! rates. We lunge at what we fear could become scarcerobust growth.
To the factors determining how long stocks can bask in their cur- S&P 500 growth stocks are outperforming their value counterparts by
rent glow, you can now add the batty reality show unfolding at 1600 more than nine percentage points this year, notes Bespoke Investment
Pennsylvania Ave. An investigation into the White Group. And we flock to perceived quality: Since the elec-
Houses Russia ties promises long and loud theater, but Ultimately, a tion, the 50 S&P stocks with the best analyst ratings are
conjecture about how Mike Pence or Paul Ryan can re- up 13.3%, versus just 7.5% for the 50 worst-rated stocks.
place President Donald Trump and still deliver business- correction comes
friendly policies like Trump but without the bad stuff
when the market is Morningstar says 51% of active managers are beating
seems premature, as is the speculation on its market im- their benchmarks this year, up from 31% in 2016. Still, few
pact. Presidents Clinton and Nixon both faced opposition given reason to worry can afford to lag behind the indexes. So we find ourselves
parties with congressional majorities, and while Clintons late in the economic cycle, with vocationally bullish strate-
about the future.
impeachment drama played out against the late 1990s gists twisting themselves into more contortions than Cirque
sprightly bull market, Watergate brought a peak-to- du Soleil to persuade us to keep buying stocks for just a lit-
trough rout of nearly 50%, in part because unemployment and inflation tle longer. Valuations were a big talking point when stocks were cheap,
soared even as the Federal Reserve hiked rates. but now that stocks are no longer bargains, valuations are summarily dis-
Lets put the pullback in perspective: Wednesdays 1.8% selloff was missed as poor timing indicators (which they are). We were always told
just the second day this year that the Standard & Poors 500 index had to not fight the Fed, yet now that the Fed is not only raising rates but
closed down 1% or more. But whats startling isnt that it happened, but also planning to reduce its balance sheet, were told its OKeven neces-
how rare a 1% decline had become. The Nasdaq Composites zombie saryto resist, since the Fed remains so, so supportive, and tightening
levitation lasted 171 sessions without a 2% down day, the longest since just shows how robust our economy is.
2006. Still, there was no whiff of panic: Technology stocks 2.8% slide You might as well say that, yes, you did hear a fire alarm go off, but
Wednesday smelled like profit-taking, and financials 3% decline merely since the smoke hasnt seeped through the door, why not sit back and
wiped out all the Trump premium factored into bank stocks since the sip another martini?
election, say Goldman Sachs option strategists. Todays fracas in Washington is occurring with unemployment at
With the Trump White House leakier than a hairnet, how will we 4.4% and stocks nuzzling record highs, and the chaos is actually coming
know when Washingtons noise really is spooking the markets? Nicholas from the government itself. What happens if we find ourselves facing
Colas, Convergexs chief market strategist, offers a few cues: Youll see a geopolitical attack or an imminent economic crisis?
a strong correlated selloff across sectors and big declines for highly The same people who urged us to buy stocks in November because
liquid market-leading stocks, as investors raise cash where they can. Trump will bestow on us big tax cuts and fiscal stimulus now say stocks
(Wednesdays declines among market darlings like Apple [ticker: AAPL] can rally without Trump. Yes, global growth is healthy, but the rate of
and Facebook [FB] were merely in line with the sector.) Therell be change in growth is turning lower in economies from the U.S. to China.
panic buying of downside protection, sending the CBOE Volatility Index Consumer debt balances reached $12.73 trillion last quarter and have
to 20 or higher; the VIX peaked Wednesday just above 15. surpassed their housing-bubble peak, and yet our consumer-reliant
Ultimately, a correction comes when the market is given reason to economy is expected to keep growing even as borrowing costs rise.
worry about the future. The near term looks good and the longer term Things are fine now, but someday the future will arrive.
looks scary, wrote Bridgewater Associates founder Ray Dalio recently.
The world economy is now in the Goldilocks phase of the cycleneither email: kopin.tan@barrons.com
Index To Companies
Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 L L Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Our index lists significant references to companies mentioned in stories and columns, plus Research Reports, and
Interactive Brokers Group . . . . . . . . . . . . . M11 Liberty Global . . . . . . . . . . . . . . . . . . . . . . . . . . M6
Corrections & Amplifications. The references are to the first page of the item in which the company is mentioned.
International Business Machines . . . . . . . . . 22 Loomis Series B . . . . . . . . . . . . . . . . . . . . . . . . . 18
iPath S&P 500 VIX MT Futures . . . . . . . . . 19 Lowe's Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12
iPath S&P 500 VIX Short-Term Futures . 19 lululemon athletica. . . . . . . . . . . . . . . . . . . . . . . . 15
A Abbott Laboratories . . . . . . . . . . . . . . . . . . . 25,28 H Halliburton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Iron Mountain . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
AbbVie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Henderson Group . . . . . . . . . . . . . . . . . . . . . . . . 19 iShares 20 Year Treasury Bond . . . . . . . . . M9 M Macy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,15
Abercrombie & Fitch . . . . . . . . . . . . . . . . . . . . . 11 Hennes & Mauritz . . . . . . . . . . . . . . . . . . . . . . . 14 iShares 7-10 Year Treasury Bond . . . . . . . . M9 Magna International . . . . . . . . . . . . . . . . . . . . . 26
Adecoagro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 Hess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 iShares MSCI Brazil Capped . . . . . . . . . . . . M7 Marathon Oil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Advanced Micro Devices . . . . . . . . . . . . . . . M13 Home Capital Group . . . . . . . . . . . . . . . . . . . . . . 9 Marriott International . . . . . . . . . . . . . . . . . . . . 25
Aetna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Home Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 J Janus Capital Group . . . . . . . . . . . . . . . . . . . . . 19 Mattel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Air Products & Chemicals . . . . . . . . . . . . . . M10 HP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Janus Forty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 McKesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24,M4
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Hudson's Bay . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Janus Research . . . . . . . . . . . . . . . . . . . . . . . . . . 19 MercadoLibre . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,14 J.C. Penney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Micron Technology . . . . . . . . . . . . . . . . . . . . . . . 16
American Express . . . . . . . . . . . . . . . . . . . . . . . 22 I Idea Cellular . . . . . . . . . . . . . . . . . . . . . . . . . . . . M6 Jimmy Choo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 M&T Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
American Shared Hospital Services . . . . . . 32 IJM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
AmerisourceBergen . . . . . . . . . . . . . . . . . . . . . . 24 Impinj . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 K Kate Spade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 N Nihon House Holdings . . . . . . . . . . . . . . . . . . . 18
Antero Resources . . . . . . . . . . . . . . . . . . . . . . . . 32 Inditex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 KeyCorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,22,25 Ingredion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Kraft Heinz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Nordstrom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Applied Materials . . . . . . . . . . . . . . . . . . . . . . . . 28 NVR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Apptio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 NXP Semiconductors . . . . . . . . . . . . . . . . . . . . . 16
Ascena Retail Group . . . . . . . . . . . . . . . . . . . . . 15 For Customer Service, call 1 (800) 544-0422, or go to http://customercenter.barrons.com. For
Autodesk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4 O Office Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
reprints of articles, call 1 (800) 843-0008, or go to www.djreprints.com. Classified, Page M12. Oneok . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Avon Products . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Orange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M6
B Baidu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
%
Bank of America . . . . . . . . . . . . . . . . . . . . . . 10,32 P Parexel International . . . . . . . . . . . . . . . . . . . M10
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . 21 Patterson-UTI Energy . . . . . . . . . . . . . . . . . . . 20
Best Buy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Pear Tree Polaris Foreign Val Sm Cap . . . 17
INTERIM EDITOR Jack Otter
Bharti Airtel . . . . . . . . . . . . . . . . . . . . . . . . . . . . M6 Post Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Bon-Ton Stores . . . . . . . . . . . . . . . . . . . . . . . . . . 15 EXECUTIVE EDITOR Fleming Meeks Phil Roosevelt DEPUTY MANAGING EDITOR Lauren R. Rublin
MANAGING EDITOR ProShares VIX Short-Term Futures . . . . . 19
Brink's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 David Schutt, Beverly Goodman PENTA EDITOR Richard C. Morais
ASSISTANT MANAGING EDITORS
PT Wijaya Karya . . . . . . . . . . . . . . . . . . . . . . . M7
Burlington Stores . . . . . . . . . . . . . . . . . . . 14,M13 PVH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
ASSOCIATE EDITORS Randall W. Forsyth, Andrew Bary, Matthew Barthel, Kopin Tan, Jack Hough
EDITORIAL PAGE EDITOR Thomas G. Donlan SENIOR EDITORS Jack Willoughby, Bill Alpert, Q Quintiles IMS Holdings . . . . . . . . . . . . . . . . M13
C Cardinal Health . . . . . . . . . . . . . . . . . . . . . . . . . . 24
CBOE Holdings . . . . . . . . . . . . . . . . . . . . . . . . M11 Robin G. Blumenthal, Lawrence C. Strauss, Leslie P. Norton, Vito J. Racanelli,
CBRE Group . . . . . . . . . . . . . . . . . . . . . . . . . . M10 Alexander Eule, David Englander, Avi Salzman, Reshma Kapadia, Steve Garmhausen, Robert Sabat R Regal Entertainment Group . . . . . . . . . . . . M13
Centrais Eltricas Brasileiras . . . . . . . . . . . M2 ECONOMICS EDITOR Gene Epstein REPORTERS Crystal Kim, Sonia Talati, Emily Bary Rockwell Collins . . . . . . . . . . . . . . . . . . . . . . . . . 25
China Communications Construction . . . . M7 COPY DESK Michael J. Burlingham (chief), Farran Nehme, Paul Farrell, Barbara Haislip, Robert Teitelman
Ross Stores . . . . . . . . . . . . . . . . . . . . . . . . . 14,M13
China Railway . . . . . . . . . . . . . . . . . . . . . . . . . . M7 CONTRIBUTING EDITORS Richard Rescigno, Theresa W. Carey, Mike Hogan, Karen Hube, Michael Shari,
China Railway Construction . . . . . . . . . . . . . M7 S Seagate Technology . . . . . . . . . . . . . . . . . . . . . . 37
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . M2 Erin E. Arvedlund, Dyan Machan, Sarah Max, Jim McTague, Jacqueline Doherty, Jonathan R. Laing SINA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 RESEARCH DIRECTOR Pauline Yuelys DEPUTY RESEARCH DIRECTOR Teresa Vozzo Sinopec Engineering . . . . . . . . . . . . . . . . . . . . M7
Citizens Financial Group . . . . . . . . . . . . . . . . . 10 ASSOCIATES Dan Lam, Gabriel Alpert, Mohammed Kabir Sinotruk Hong Kong . . . . . . . . . . . . . . . . . . . . M7
Coach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 SORL Auto Parts . . . . . . . . . . . . . . . . . . . . . . . M2
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 n Sotheby's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . 11,12 ART DIRECTOR Robert Connolly ASSOCIATE ART DIRECTOR Diane Sipprelle PHOTO DIRECTOR Adrian DeLucca SPDR Gold Trust . . . . . . . . . . . . . . . . . . . . . . M11
Covanta Holding . . . . . . . . . . . . . . . . . . . . . . . . . 20 ASSISTANT PHOTO EDITOR Amber Sexton ART DEPARTMENT Meredith Lewin, Jack Dee, Christine Silver SPDR S&P 500 . . . . . . . . . . . . . . . . . . . . . . . 19,32
CRRC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 STATISTICS Michael T. Kokoszka (manager), Darren Chima Sun Life Financial . . . . . . . . . . . . . . . . . . . . . . . 25
n T Telefonica . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M6
D Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2,M4
BARRONS.COM Tempur Sealy International . . . . . . . . . . . . M10
Deutsche Telekom . . . . . . . . . . . . . . . . . . . . . . M6
Dicks Sporting Goods . . . . . . . . . . . . . . . . . . . M2 EDITOR IN CHIEF Greg Bartalos EXECUTIVE EDITOR John D. Kimelman MANAGING EDITOR Ed Lin Tencent Holdings . . . . . . . . . . . . . . . . . . . . . . . . 32
DigitalGlobe . . . . . . . . . . . . . . . . . . . . . . . . . . . M10 Steven M. Sears DIGITAL PRODUCTION EDITOR Howard J. Godfrey
OPTIONS EDITOR Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
DSW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 SENIOR EDITORS Tiernan Ray, Johanna Bennett, Dimitra DeFotis, Teresa Rivas Tiffany . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Dynergy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2 TJX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,M13
STOCK MARKET EDITOR Ben Levisohn INCOME INVESTING EDITOR Amey Stone
Toll Brothers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
COPY EDITOR Teresa K. Gill DIGITAL PRODUCERS Robert Cushing, Angela Morris
E Eagle Pharmaceuticals . . . . . . . . . . . . . . . . . M10 Transocean . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26 n
Endologix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2 ASSOCIATE PUBLISHERS Bill Baldenko, Sterling T. Shea VICE PRESIDENT, DIGITAL Gail Griffin U Ulta Beauty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Estee Lauder . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 MANAGER, ADVERTISING SERVICES James H. Balmer ASSOCIATE MANAGER: Ward S. McGuiness
United Security Bancshares (Calif) . . . . . M10
Etsy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2,M10 United States Oil Fund . . . . . . . . . . . . . . . . M12
Everspin Technologies . . . . . . . . . . . . . . . . . . . 16 NEWS 212-416-2700, email: editors@barrons.com STATISTICS 609-520-4799, email: barronsstats@barrons.com Urban Outfitters . . . . . . . . . . . . . . . . . . . . . . . . . 15
CUSTOMER SERVICE 800-544-0422 U.S. Auto Parts Network . . . . . . . . . . . . . . . M10
F Facebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,25
PUBLISHER AND EXECUTIVE VICE PRESIDENT, DOW JONES MEDIA GROUP Almar Latour V VanEck Vectors Inv Grade Float Rate . . . M9
Fidelity National Information Services . . . 32
Fifth Third Bancorp . . . . . . . . . . . . . . . . . . . . . 25 SENIOR VICE PRESIDENT, COMMERCIAL, DOW JONES MEDIA GROUP Kenneth Breen Vanguard FTSE Emerging Markets . . . . . 32
First Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Vodafone Group . . . . . . . . . . . . . . . . . . . . . . . . . M6
Foot Locker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2 VST Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Fossil Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Forterra . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2 W Wal-Mart Stores . . . . . . . . . . . . . . . . . . . 12,15,M3
Frontier Communications . . . . . . . . . . . . . . . . 37 Wells Fargo & . . . . . . . . . . . . . . . . . . . . . . . . . 10,22
Rupert Murdoch Executive Chairman, News Corp Robert Thomson CEO, News Corp
Wendy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
G Gamuda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 Westcore Mid-Cap Value Dividend . . . . . . . 37
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A Return Visit to Earlier Stories
The Next Trump Bump Darker Days for

WHARTON FINANCE PROFESSOR JEREMY SIE- Dow Jones
Badger Daylighting
gel predicts that if President Donald Industrial Average A TORONTO-LISTED DITCH-DIGGING COMPANY
Trump is driven out of office, the Dow Weekly close on May 18 exited March with its shares cruising along
could jump by 1,000 points, or 5%, even 22,000 near 35 Canadian dollars ($26). Then the
05/28/16 20,125
s
before President Mike Pence takes over company, Badger Daylighting, drove the
the White House. 18,250 shares (BAD.Canada) into a sinkhole with
Short of that, as Siegel told Barrons, 16,375 its May 12 announcement that first-
the weakening of the Trump presidency is 14,500
quarter earnings were C$0.10 a share, in-
bullish for the economy and for the stock 16 17 stead of the C$0.32 expected. Badger
market. Thats because the bull market is Source: Bloomberg closed Friday at C$22.41.
propelled by the Republican agenda, not On Thursday morning, the Calgary-
the agenda of Donald Trump. Jeremy Siegel: The weakening of the Trump presidency is bullish for stocks. based companys board told investors that
To the extent that Trump is weakened, Badger was well-positioned to play a sig-
those parts of Trumps agenda that are partial recovery might have been a re- a constructive outlook, even though the nificant role in government and industry
normally anathema to Republicansespe- sponse to assurances from Republican market had given ground over the previ- projects to address North Americas aging
cially protectionist measures against free House Speaker Paul Ryan that he and his ous 12 months (5 Reasons the Market infrastructurewith its fleet of hydro-
tradewould be less likely to be imple- colleagues could in fact walk and chew Wont CrashYet, May 28, 2016). The vac trucks that use water jets to unearth
mented. Just as likely to be implemented gum at the same time. Dow went on to add another 16%, and, at buried pipes and power lines. Investors
would be key parts of the Republican Ryans point: Investigations into the 20,825, is within spitting distance of its may want to avoid
agenda that include reduced regulation Trump presidency would not distract Re- March 1 high of 21,116. Badger until they Badger
Daylighting
and lower corporate income taxes, which publicans from working on their legislative Siegel adds that risks to the U.S. econ- understand whats
(BAD.Canada)
together could boost earnings by 10%. initiatives. omy and to the world economy have been going wrong with Weekly close on May 18
In all, he predicts the Dow could add Siegel, the author of Stocks for the reduced, with the diminished fear of a the business. $40
some 2,000 points, or 10%, by the end of Long Run, now in its fifth edition, has market crash in China; lessened concern The stock was at 10/29/16
s
35
this year. been a prescient source on short-term about the breakup of the euro zone, in C$30 when Bar- 30
Whether or not last weeks stock mar- moves, ever since Barrons published an light of the French election; and with the rons warned read- 25
ket reversal was sparked by the latest upbeat feature, based on his data, on the prospects for growth in the European ers last year that
20
wave of scandal about Donald Trump, or very day the bear market of 2007-09 bot- Union. Badger traded at a
15
by normal profit-taking, the market began tomed out (Case Closed: Stocks Work, So, he observes, there is a lot of blue high multiple of 15 16 17
to climb back later in the week. If the ini- March 9, 2009). sky out there. earnings and book Source: Bloomberg
tial reversal was Trump-related, then the Last year at this time, Siegel retained GENE EPSTEIN value, considering its sputtering revenue
growth and accounting incongruities
(Badger Daylighting Shares Could Tum-
Up 44%, First Data Can Post Another 25% in Gains ble More Than 30%, Oct. 29, 2016). Be-
fore that story, Badger financial chief
FIRST DATA CEO FRANK BISIGNANO HAD HIS Bisignano, who joined the First Data shares still trade at attractive Jerry Schiefelbein backed out of a sched-
hands full a year ago when we wrote posi- company in 2013, has chopped (FDC - NYSE) below-market levels, approxi- uled phone interview when he saw our
tively about the big payment processor away at and extended maturi- Weekly close on May 18 mately 10 times estimated 2018 written questions about its accounting.
whose systems connect retailers to banks. ties on debt, now $18 billion, $18 earnings of $1.63 a share, 52% On Wednesday, Schiefelbein again re-
The company had the misfortune of being launched new technology, and below the peer average of 21 fused an interview request from Barrons,
15
taken private in 2007 on the eve of the fi- cut First Datas North Ameri- times. Thats why we would blaming short sellers. The stuff you pub-
nancial crisis. It got stuck with about can small-business churn rate 12
suggest holding on to First lished last time seemed to come right out
Scott Mlyn/CNBC/NBCU Photo Bank via Getty Images
$24 billion of debt as a recession was start- (annual customer turnover) to Data shares. of the shorts, he said. Just a short re-
ing and banks were bailing out on commit- 29% from 40%. 5/21/16 The thesis still holds, says port with your name put on it.
s
9
ments. It finally was able to return to the Bisignano swears this is 16 17 James Friedman, an analyst March-quarter revenue rose 16% from
Source: Bloomberg
public markets in 2015, though the stock just the early innings. with Susquehanna Financial the prior year, but higher costs from
promptly fell 30% to $11. Weve developed a very powerful cash- Group, who favored First Data in our ini- wages, repairs, and fuel pinched margins.
We thought First Data shares (ticker: flow model, deleveraged the balance sheet, tial story. He maintains a Buy rating and Schiefelbein said Badger would address
FDC) had been punished enough and were and significantly reduced interest ex- has a $20 price target, or about 25% above investor concernssome of them fanned on
impressed with Bisignanos energy and fo- pense, he told Barrons last week. But I last weeks level. Theyve done a good job a website (turnoutthebadgerdaylight.com)
cus (First Data Shares Are Too Cheap to feel that were only beginning the turn- improving in the payments industry. put up by short seller Marc Cohodes. Co-
Ignore, May 21, 2016). Our faith was well around. Now we have the wind at our Theyre getting in a position where they hodes, its worth noting, previously warned
placed, as the stock has since risen 44% to back, and I feel it every day in our clients may eventually raise prices. The stocks correctly of the collapse of Canadian mort-
$16.40, leaving the Standard & Poors 500 offices. still cheap. gage lender Home Capital Group
indexs 16% gain in the dust. Were inclined to agree. First Data JACK WILLOUGHBY (HCG.Canada). BILL ALPERT
10
30 BBA
ARRRRO
ONNSS May
May 22,
22, 2017
2017 May
May 22,
22, 2017
2017 BBA
ARRRRO
ONNSS 31
11
The Barrons 500 CASH-FLOW-BASED

RETURN Review
ON INVESTMENT Sales
CASH-FLOW-BASED
RETURN ON INVESTMENT Sales
RETURN ON Preview
INVESTMENT Sales
CASH-FLOW-BASED
RANK 3-Year 2016 vs. Growth RANK 3-Year 2016 vs. Growth RANK 3-Year 2016 vs. Growth RANK 3-Year 2016 vs. Growth
2017 2016 Company / Ticker Median 3-Year Median 2016* GPA 2017 2016 Company / Ticker Median 3-Year Median 2016* GPA 2017 2016 Company / Ticker Median 3-Year Median 2016* GPA 2017 2016 Company / Ticker Median 3-Year Median 2016* GPA
273. 264. Allstate / ALL C D B 2.00 330. 415. PBF Energy / PBF C F B 1.67 387. 255. Exelon / EXC F C D 1.00 444. 387. WestRock / WRK D D F 0.67
274. 187. Berkshire Hathaway / BRK.A
275. 328. Intel / INTC
D
C
D
D
Last Week: Review
A
B
2.00
2.00
331. 345. Oracle / ORCL.
332. 229. BlackRock / BLK
A
A
F
F
D
D
1.67
1.67
388. 439. Murphy USA / MUSA
389. 398. Weyerhaeuser / WY
This Week: Preview
D
F
C
C D
F 1.00
1.00
445. 402. CST Brands / CST
446. 352. Archer-Daniels-Midland / ADM
D
D
D
D
F
F
0.67
0.67
276. 284. Dicks Sporting Goods / DKS D D A 2.00 333. 290. Navistar International / NAV F A F 1.33 390. 373. R.R. Donnelley & Sons / RRD D C F 1.00 447. 451. Genworth Financial / GNW F D D 0.67
277. 222. Quest Diagnostics / DGX A F C 2.00 334. 354. Sprint / S F A F 1.33 391. 370. News Corp / NWSA F C D 1.00 448. 292. Tesoro / TSO D D F 0.67
278. 219. Sysco / SYY B F B 2.00 335. 240. Caseys General Stores / CASY D B F 1.33 392. 436. CMS Energy / CMS F C D 1.00 449. 473. Targa Resources / TRGP F D D 0.67
279. 214. Everest Re Group / RE B F B 2.00 336. N.R. Olin / OLN F B D 1.33 393. 366. CenturyLink / CTL F C D 1.00 450. 293. Valero Energy / VLO D D F 0.67
280. 160. Realogy Holdings / RLGY A F C 2.00 337. 295. Veritiv / VRTV F B D 1.33 394. 310. Eversource Energy / ES F C D 1.00 451. 379. Dillards / DDS D F D 0.67
281. 227. PayPal Holdings / PYPL C F A 2.00 338. 257. Canadian Pacific Railway / CP D B F 1.33 395. 480. Barrick Gold / ABX F C D 1.00 452. 423. Gap / GPS D F D 0.67
Dow Indicator
282. N.R. Fortive Corp. / FTV A
Dow Industrials 20804.84 F C 2.00
91.77 Dow Global Index 339. 397. PPL / PPL
355.26 + 0.09 10-Year Treasury Bonds 2.24 0.09 F B D 1.33 For more
396. 406. Dominion Resources / D F C D 1.00 453. 291. Fairfax Financial Holdings / FRFHF
Employment and Wage Inflation F F C 0.67
397. 322. Community Health Systems / CYH Thursday 25: Big day in Brussels: President
D D D 1.00 454. 114. Paccar / PCAR C F F 0.67
Leverage for Labor
283. 391. Philip Morris International / PM A F C 2.00 340. 232. Citigroup / C F A F 1.33
information about coming
284. 226. First Data / FDC A F C 2.00 341. 368. AT&T / T F B D 1.33 398. 350. Dow Chemical / DOW D D D 1.00 455. 244. Xerox / XRX C F F 0.67
Enter a Special Counsel ture, and deregulation would be economic reportsand
They
285. SaidSantander
168. What? Consumer USA Hldgs / SC A F C 2.00
Deputy Attorney General Rod
342. 349. Goodyear He Tire Said: & Rubber / GT D delayed.BStocks had Ftheir worst 1.33
day
399. 446. Loews / L
what they meango to Trump meets with EU presidents, Frances newly
F C D 1.00 456. 298. Marathon Petroleum / MPC C F F 0.67
286. 449. Motorola Solutions / MSI D B D 1.67 343. 358. Kelly Ive
Services /said
KELYA this F B D
since September. On the week, the 1.33 400. 437. Calpine
Barrons.coms free / CPN F D C 1.00 457. 426. World Fuel Services / INT C F F 0.67
Bank
287. 175. stocks jumpedHoldings
United Continental about/ UAL 30% after
D B
Rosenstein announced Wednesday
thatD former FBI1.67director 344. 364. Reliance
Robert before, we can/ RS
Steel & Aluminum C Standard C & Poors 500 F fell 0.38%1.33to 401. 407. DuPont
Economic Calendar. / DD elected President Macron, and NATO leaders.
D D D 1.00 458. 455. Quanta Services / PWR D F D 0.67
Donald Trumps victory last fall. But 2381.73, the Dow industrials lost 402. N.R. Adient / ADNT C D F 1.00 459. 498. Freeport-McMoRan / FCX F F C 0.67
288. 361. Crown Holdings / CCK C B F 1.67 345.
Mueller III would take on the role 363. Dana
walk and chew
/ DAN D C D 1.33
289. 443. Celanese / CE D B of special
D counsel
1.67 in the 346.
investiga-
468. Williams Cos. / WMB F 0.44% toC 20,804.84, andC the Nasdaq1.33 403. 182. Supervalu / SVU D D D 1.00 460. 427. NetApp / NTAP C F F 0.67
theyve been drifting down since DMarch. B
290. 400. Dean Foods / DF tionDof Russian 1.67interference
347. in238.
the Sanmina gum / SANM
at the same F shed 0.61%
C to 6,083.70. C Meanwhile,1.33 Monday
404. 22
297. Eastman Chemical / EMN MahmoudCAbbas. D F Thursday
1.00 25
461. 393. Western Digital / WDC C F F 0.67
291. 300. Air Products & Chemicals / APD D B 2016D election.1.67
Rosenstein348. had 420.
the Staples time.
/ SPLS D
industrial output rose in April and
C D 1.33 405. 201. Avnet / AVT C D F 1.00 462. 250. HollyFrontier / HFC C F F 0.67
Where are bank shares headed next?
292. 401. Whirlpool / WHR D B
authority to make the appointment
D 1.67 349. 307. Ford Motor House/Speaker F Paul Ryan
housing starts slipped. U.S. house-
F hold debtC hit a record C in early1.33
2017.
President Donald Trump is scheduled
406.
to visit 440.
Israel.Sempra Energy / SRE
Philadelphia Fed President Patrick
F D
Harker speaks to the MNI Connect
C
The Organization of the Petroleum
1.00 463. 429. Deere / DE
Exporting Countries (OPEC) meets in C F F 0.67
after Attorney General Jeff Ses-
293. 362. American Electric Power / AEP F B C who had 1.67 reacting to the distraction
/ AAL of 407. 375. Praxair / PX D D D 1.00 464. 183. Micron Technology / MU C F F 0.67
sions, admitted350. 234. American
to contacts Airlines Group D C D 1.33 Roundtable. Vienna to discuss policy. The countries
404.
294. RickNucor Seto/ NUE D B withD the Russians,
1.67 recused 351.himself.
N.R. Avangrid Trump / AGR White House scandals. F Oil Prices
C Firm C 1.33
Federal
408. Reserve
317. Bank
Kohls / LSS of Minneapolis D D D 1.00expected
are 465. 433. National
to discuss whether to Oilwell Varco / NOV C F F 0.67
President Neel Kashkari and Fed Gov- Listening to politicians talk these days, youd think
Analyst,
295. 248.Flaherty & Crumrine
Ameriprise Financial / AMP D B D 1.67 352.
The White House, which has denied 441. MGM Resorts International / MGM F Russia and
C Saudi Arabia,
C the 1.33 409. 259. Cummins / CMI DSW and CToll Brothers D report earnings.
F continue
1.00 the466.
current
438.rate of produc-
Kinder Morgan / KMI F D F 0.33
ernor Lael Brainard are set to speak American workers are starved for raises. In fact,
The174.
296. nextJacobs
step for bank stocks
Engineering Groupwill/ JECbe multiple
C expan-B colluding
F with1.67
the Russians,
353. issued
445. AES / AES D worlds Ctwo biggest D crude produc-
1.33 410. 353. Bunge
at a conference in Minneapolis./ BG D D
Markit releases data on the strength of D tion.
1.00 467. 463. Norfolk Southern / NSC F D F 0.33
ers, drove oil prices up after releas- wages are rising and squeezing corporate bottom lines.
297. 399. Xcel a statement from
1.67 President
354.Donald 411. 266. Parker-Hannifin / PH C D in theF U.S. 1.00 468. 304. NextEra Energy / NEE F D F 0.33
sion, once theEnergy
market / XELappreciates that revenue F B C 365. Avis Budget Group / CAR F C C 1.33 manufacturing and services
ing a joint statement that output Trump is scheduled to visit Brussels A recent Goldman Sachs report estimated that labor
298. 261. Signet Jewelers / SIG D B Trump
D looking forward
1.67 to this
355. 372. Ameren / AEE F C C 1.33
The
412.JPMorgan
371. Avon Tech , Media and
Products / AVPTele- C D F 1.00 469. 444. International Paper / IP F D F 0.33
cuts would be extended to March and meet European Union presidents. costs, as a percentage of Standard & Poors 500 reve-
growth is 6%roughly three times the inflation rate. matter concluding quickly. The com Conference starts in Boston.
299. 192. Canadian National Railway / CNI
What
300. 377.other
Hostsectors
Hotels &have Resorts the/ HST
same prospects?
D
D WatchC
B D
C
1.67
1.67
356. 141. Target / TGT
next day, however, Trump tweeted
357. 306. Packaging Corp. of America / PKG
C 2018. However,
D
C F
increasing U.S.1.33
oil- 413. 312. Agrium / AGU
414.UBS
The 333. DISH
Global OilNetwork
and Gas/ DISH Conference
Wednesday D
F
24 D
D
D
C
1.00
He
French
470. 466.
is also expected
1.00 president
471. 475.
TravelCenters
to meet
Emmanuel
with new of America
LeucadiaMacron.
National / LUK
/ TA F
F
D
nue, should rise from 8.8% in 2011 to 10.3% this year.
D
F
F
0.33
0.33
that this was the single greatest shale production may undercut1.33
C D the Goldmans Wage Trackera weighted average of fac-
for334.
301. Citizens
Rogers Financial
Communications Group/ RCI to raise its Ddividend. C C hunt of 1.67 F effect ofCthe pairs reductions. starts
415. 209. in Austin.
GameStop / GME The National B Association F of Realtors F He
1.00will speak
472.at the
477.unveiling
Seaboard of a/ new
SEB F D F 0.33
witch a politician358. 369. Duke Energy / DUK
in Ameri- C 1.33
tors including average hourly earningshas roughly
302. 376. PG&E / PCG F C B 1.67 359. 246. Level 3 Communications / LVLT F C C 1.33 416. 386. Macys / M reports April C existing-home
F sales.D NATO
1.00 Memorial473. and408.meet withService
Public NATOEnterprise Group / PEG F D F 0.33
can history. On Friday, Trump left
Richard Bove
303. 388. Lockheed Martin / LMT B C on aF nine-day,1.67
five-city foreign
360. 263.trip. TE Connectivity / TEL C
Wanted: Cyber Patient Zero
D D
Computer security experts continue
1.33 Tuesday 23
417. 267. Rockwell Automation / ROK
They roseB 4.4% in March. F F
leaders.
1.00 474. 421. Windstream Holdings / WIN
doubled since late 2009, to 3% growth, and should con-
D F F 0.33
tinue to rise with the
304. 262. BCE / BCE
Analyst, Rafferty Capital Markets D C C 1.67 361. 252. Kroger / KR D D C 1.33 418. 191. Monsanto / MON The Federal B Open Market F Committee F 1.00 weekly
Initial 475. 456.claims
jobless PlainsareGPre-
Holdings / PAGP D F F 0.33
Passing on Secrets to investigate the global wave of The U.S. Census Bureau releases data Youve Got a D Raise!F
U.S. economy at full
305. 309. FedEx / FDX F C B 1.67 362. 453. Owens-Illinois / OI D cyberattacks.

D C 1.33 419. 419. Corning / GLW
on new residential sales in April. Sales will release F minutes fromF its MayBpol- ported.
1.00 476. 394. Assurant / AIZ F 0.33
Analysis has come off the track in recent months. On Monday, the Washington Post While the virus, a Wage growth doubled employment, says the
306. 442. CenterPoint Energy / CNP D C C 1.67 363. 464. Edison International / EIX F form of DransomwareBknown as1.33 Wan- 420. 434. Baxter
jumped 5.8% in March. International / BAX icy meeting. D F C 1.00 477. 452. Caterpillar / CAT Dsince 09. F F 0.33
Banks havent been selling loans, so their earnings reported that Trump had revealed Abercrombie & Fitch and Costco 3.5%F
firm.
307. 326. Ball / BLL B C F 1.67 421. 435. Mattel / MAT C F D 1.00 478. 405. Mosaic / MOS D F 0.33
classified information on364. 469. DTE Energy / DTE
the Islamic F naCry, has
D been contained,
B 1.33
experts
President Trumps Israel stay continues, President Trump visits Rome and Wholesale report earnings. Goldman Sachs Simply put, there
cant
308. possibly
412. support
SpartanNash the current prices. The
/ SPTN D recov-C C to the Russian
State 1.67 365. minis-
foreign 172. LyondellBasell Industries / LYB B warned Dof a recurrence.F Investiga-
1.33 422. N.R. TreeHouse Foods / THS meets Pope C Francis at F the Vatican. D 1.00 479. 231. XL Group / XL Wage Tracker F 3.0 F D 0.33
as he visits Bethlehem and Jerusalem, arent many people left
ery will eventually drive bank prices higher F once theC C tors areCseeking patient zero, the 423. 288. Ralph Lauren / RL C F D President
1.00 James
480. Bullard of theFinancial
424. Voya St. / VOYA F F D 0.33
The Numbers
309. 265. Simon Property Group / SPG ter Bin an Oval1.67
Office meeting. That MetLife / MET
366. 383. F 1.33 and meets with Palestinian President to hire. Early this
Office Fis Louis
1.00 Fed speaks about Schlumberger
the economy / SLB
D first victim
D of the infection, which
information had The Congressional Budget 2.5 F
310. 430. Hewlett Packard Enterprise / HPE 1.67reportedly
367.been 424. 389. Emerson Electric / EMR B F 481. 432. D F 0.33
froth clears away. My favorite is Bank of America. C C D 177. Hartford Financial Services / HIG C 1.33
expected to release its score of the and month, the Department
311. 409. Southern / SO F D passed
A to the1.67 U.S. from 368.
Israel,344.
with Microsoft / MSFT B
may produce clues to the hacker.
D F 1.33 425. 428. Las Vegas Sands / LVS C F D 1.00monetary 482.policy,
347.in Tokyo.
Phillips 66 / PSX F F F 0.00
the Fprovision 1.67
that it not 369.
be shared, In March, U.S. annualized home Early evidence suggests that North Coming Earnings latest version of the American Health 2.0 of Labor said the un-
312. 279. Procter & Gamble / PG A D 319. Goldman Sachs Group / GS C 426. 382. Western Refining / WNR B F F 1.00 483. 489. United States Steel / X F F F 0.00
Sean F. Donovan Korea may have played a role.1.33
D D
313. 190. PNC Financial Services Group / PNC
Managing Partner, Delta Financial Group
D C
even with allies.
C 1.67 370. N.R. Harrisstill
sales hit a 10-year high, but were
/ HRS well below the record set in B D F 1.33 Day 280. Franklin Resources
427. Consensus/ BEN
Estimate
Year
Ago
Care Act.
B F F Friday
1.00 26 484. 481. Exxon Mobil / XOM F 1.5 F
employment rate fell to
F 0.00
4.4% in April, the low-
314. 86. United Rentals / URI B D The Comey Memo
D 1.67 371. 316. Sonic September
Automotive 2005.
/ SAH D Activism D Rises C 1.33 428.
M 457. AGCO / AGCO Lowes, HP D Inc., and Tiffany
F reportC 1.00 485. 486. Imperial Oil / IMO F F F 0.00
The government releases its second 1.0 est since 2007.
A further pop is Brands
in the /cards
CAG if corporate tax B rates get Activist investors have become an DXC Technology
429. 385. Fluor (4Q)/ FLR $0.83 $0.73 earnings.C F D 1.00
315. 283. Conagra D D 1.67 372.
A day later, the New York Times 381. Essendant / ESND D D C 1.33 estimate of 486. 487. Devon
first quarter Energy / DVN 09 11 13 15F 17
gross domes- F F 0.00
S&P 500 industrial
voted
316. 337.in Lincoln
beforeNational
year end. / LNC The banks had a Cgreat runC wrote
D that James1.67 Comey, the FBI
373. 184. Markel 5.7 / MKLmillion March 2017, a F existential D threat to BCEOs, The 1.33
Nordson (2Q)
430. 343. Qualcomm / QCOM 1.31 1.19
B F
Bank of Canada makes an announce- F 1.00
tic product. 487. 484.estimate
The first Suncorwas Energy
that/ SU F
Source: Goldman Sachs Global Investment Research
F F 0.00
Agilent Technologies (2Q) 0.48 0.44 and consumer-discre-
B Wall Street Journal Dreported. Three
director fired1.67
by Trump,374. had writ- 10-year peak 431. 338. Seagate Technology / STX B F F the
1.00economy488.grew493.by 0.7%.
Anadarko Petroleum / APC F F F 0.00
317. 327.
since Wal-Mart because
November Stores / WMT expectation is theCgreatest D C 204. Advance Auto Parts / AAP F 1.33 ment on interest rates.
tenDa memo about CEOs of S&P 500 companies have T tionary companies could suffer an unusually big bite
318. 277. W.W. Grainger / GWW B D 1.67 a February
375. 285.meet-Nordstrom / JWN C F C 1.33 432.
Viasat356. (4Q) Entergy / ETR 0.28 0.29 F C F 0.67 489. 485. ConocoPhillips / COP F F F 0.00
form of stimulus. We like Wells Fargo and view it as ing, in which the president alleg- 5.4 million March 2016 been pushed out in a record nine
433. 462. onHuntsman / HUN
The Federal Housing Finance Agency
F C F
The Census Bureau releases durable-
0.67
from
490. 476. American International Group / AIG
rising costs because their profit margins are al-
F F F 0.00
319. 153. Whole Foods Market / WFM C D C 1.67 376. N.R. Tesla / TSLA F campaignsF launched Athis year. 1.33 More Earnings Page M36.
goods orders.
the359.
mostTextron
undervalued franchise in bankingDtoday. D edly asked him to let it go in a (FHFA) releases home-price data. ready tight, says Goldman.
320. / TXT B 1.67 377. 313. Dover3.5 / DOVmillion July 2010, A F F 1.33 434. 467. Sears Holdings / SHLD F C F 0.67 491. 494. Cenovus Energy / CVE F F F 0.00
probe of former National Security Small-caps are also vulnerable to labor costsmore
321. 216. Bed Bath & Beyond / BBBY C D C 1.67 378. 109. Pilgrims Pride
record low / PPC B Car Plows
F into Times
D Square
1.33 345. N.R. Ascena
Consensus Retail Group / ASNA
Estimate F D D The
0.67University
492.of 482.
Michigan reports
Chevron / CVX F F F 0.00
Advisor Michael Flynn. Comey has so than their large-cap cousins. The median Russell
John Charalambakis
William Waitzman for Barrons

322. 146. Tech Data / TECD C D C 1.67 379. 341. Wesco International / WCC B A car struck
F pedestrians
D in New 1.33 436. 483. Chemours / CC F D D consumer
0.67 sentiment
493. 492.numbers.
Canadian Natural Resources / CNQ F F F 0.00
been asked to testify by a number Day Time Consensus Est Last Period 2000 company allocates 17% of revenue for labor costs,
Managing
323. 286. Director,
Humana BlackSummit
/ HUM Financial Group C D of congressional
C 380. 59. Apple5.8
1.67committees. / AAPLmillion February 2007 A York Citys F Times Square,F killing
1.33 437. 410. CSX / CSX D D F 0.67 494. 499. Occidental
Trump travels to Sicily for a summit Petroleum / OXY F F F 0.00
T compared with 11% for the median S&P 500 firm, Gold-
Zach Trenholm for Barrons
10:00 April New Home Sales 610,000 621,000

one and injuring 22. The police ar-
Bank
324. 335.stocks
General have room/ GE
Electric to grow, given current B macro-D D 1.67 381. 199. Viacom / VIAB A F F 1.33 438. 417.
W
UGI / UGI D D F 0.67 the leaders
with 495. of 478. EOG
the G7 Resources / EOG
nations. F F
man notes, adding that a 1% acceleration in labor-cost
F 0.00
Markets Stagger 10:00 April Existing Home Sales 5,650,000 5,710,000
2. Gilead7.3 million rested a 26-year-old Bronx man with
325. 89. and
trends United Technologies
assuming / UTX or policy derailment.
no political B F C 1.67 382. Sciences / GILD September A F F 1.33 439. 413. Consolidated Edison / ED F D D0.83% 0.67 496. N.R. Baker Hughes / BHI F F F 0.00
a history of drunken driving. F 8:30 April Durable Goods 0.40%
releases inflation poses a 2% headwind to small-cap earnings
326. 210. Molina Healthcare / MOH D F
With the White House in disarray,
A 1.67
2005, all-time high
383. 395. AK Steel Holding / AKS F B F 1.00 440. 367. 8:30 Union
GDP - Q1Pacific / UNP D D
0.7% F 0.7% Baker
0.67 Hughes 497. 500. its weekly
Apache rig
/ APA F F F 0.00
We like Investors Bancorp. the markets, the dollar, and Trea- count. per share, double that of the S&P 500.
327. N.R. Southern Copper / SCCO D F A 1.67 384. 403. Frontier Communications / FTR F In BriefB F 1.00 441. 465. 10:00 WECMay Michigan
Energy Sentiment
Group / WEC F 97.5
D D 97.7 0.67 498. 491. Weatherford International / WFT F F F 0.00
sury yields plummeted on Wednes- Credit: National Association of JOHN KIMELMAN
328. 221. American Express / AXP JACK AWILLOUGHBYF day,D as investors
1.67feared 385. 496. NRG Energy
that the / NRG Analytics F MediaB pioneer andF former Fox 1.00 Unless otherwise
442. 470. indicated,
Hertz times are Eastern.
Global a-Advanced; f-Final;
Holdings / HTZ p-Preliminary; r-Revised F Source:
D FactSet D 0.67
Treasury 499. 488.
Auctions: Page Chesapeake
M35 Energy / CHK F F F 0.00
Realtors/Haver FOR MORE INFORMATION about coming economic reports - and what they mean - go to Barrons
329. 384. Oshkosh / OSK C F B 1.67 386.
GOP agenda of tax cuts, infrastruc- 301. FirstEnergy / FE F News chief
C Roger Ailes
D died at 77.
1.00 443.
Onlines 84. FifthCalendar
free Economic Third at Bancorp / FITB
www.barrons.com D D F 0.67 500. 460. Halliburton / HAL F F F 0.00
Coming Earnings: Page M36 Edited by Robert Teitelman and Avi Salzman
SPECIAL REPORT
RETAIL WINNERS
Life After Amazon

by Vito J. Racanelli
C
reative destruction has defined the retailing business since December 2008, according to a recent report from Bespoke Invest-
the moment after its birth. Today it bears the face of Best Buy, Wal- ment Group. Many of our favored names, including Best Buy and
Jeffrey Bezos and the name Amazon.com, the internet- Nordstrom, have high short interest, expressed as the percentage
based retailer Bezos founded in 1994 that changed the way
America shops, and even lives. As Amazon has grown into a behe-
Mart, Home of shares outstanding held by short sellers. Many also have deeply
depressed share prices.
moth, traditional retailers have been forced to adapt in radical ways.
Many have failed, and the casualties are mounting by the day.
Depot and others At the same time, online retail sales are growing by 15% a year
as savvier store operators follow the lead of Amazon (AMZN). In
But dont mourn yet for a sector still beloved by consumers
and one that still could offer potentially rich rewards for investors.
are thriving on April, online sales accounted for 22% of general merchandise sales
(excluding food, gasoline, automobiles, and restaurants), up from
You wouldnt know it from last weeks cavalcade of dismal earnings
reports from companies as varied as J.C. Penney (ticker: JCP), retails disruption. 15% seven years ago, according to the U.S. Census Bureau.
Amazons share of the business reportedly exceeds 40%.
Office Depot (ODP), and Macys (M), or the widespread selloff in
retail stocks, some of which have fallen as much as 50% in the past The case for traditional retailers rests on several assumptions.
year. Yet nimble retailers such as Best Buy (BBY), Nordstrom (JWN), and Home While buying online is easy and saves time, many people still like to shop. Moreover,
Depot (HD), which have developed differentiated products and services, stand a good history suggests that no single company, not even Amazon, can turn its industry into
chance of prospering in coming yearsand rewarding shareholders nicely. a private playground on a long-term basis. Veteran retail investors might remember
Barrons has identified nine retail plays that could thrive in a marketplace growing predictions made in the late 1990s that Wal-Mart and other big-box chains would sweep
more competitive by the hour. Also on our shopping list: Costco Wholesale (COST) and away the rest of the industry. That didnt happen, either.
Wal-Mart Stores (WMT) in the big-box category; Lowes (LOW) in home improvement; Our retail picks are distinguished by several characteristics. All have been quick to
art-auction expert Sothebys (BID); GGP (GGP), a mall real-estate investment trust; and react to customers needs, both online and in-store. Some provide specialized products
Party City (PRTY), a party-goods supplier. (For more retail picks, see page 14.) and services, while others sell things that are difficult to ship. Among traditional retail-
Any bullish call on retail stocks is contrarian these days. More than a dozen retailing ers, the ones that will win are those that embrace the experiential element, melding
companies have filed for bankruptcy protection so far this year, continuing 2016s both physical stores and an online strategy, says Brian McGough, an analyst at
Gphotography
mournful trend, and thousands of stores have been shuttered nationwide. Short interest Hedgeye, an investment-research firm.
in retail stocks, reflecting a bearish bet by investors, is at the highest level since Department stores have been considered dinosaurs for decades, but dont tell that
to Nordstrom, the Seattle-based apparel auction house, is also aided by a capital-

specialist that seems determined to
SURVIVORS GUIDE light business model and minimal online
flourish in an Amazon-dominated world. These nine retail plays have upped their game online and off, and are poised to flourish in Amazons world. expenditures.
Brad Liff, an analyst at Bespoke, con- An exciting art market helps, too. Last
siders Nordstrom, which operates about Recent 12-Month Earnings per share1 P/E Dividend Short Interest
week Sothebys facilitated the sale of
350 stores, the best-situated among its Company/Ticker Price Change 2017E 2018E 2017E Yield As % of Float Jean-Michel Basquiats monumental 1982
peers, and the most likely to succeed. Best Buy / BBY $50.61 58.7% $3.69 $3.91 13.7 2.7% 13.4%
painting of a skull for a dazzling $110.5
The company is renowned for its service million, the sixth-highest price ever paid
Costco Wholesale /COST2 169.15 22.6 5.64 6.39 30.0 1.2 1.7
culture, in-store experience, and exclu- for a work sold at auction. The news sent
sive products aimed at a fashion-focused GGP / GGP3,4 21.95 18.2 1.57 1.65 14.0 4.0 7.2 the shares up more than 1% on the week,
clientele. Nordstrom also is further Home Depot / HD 156.09 18.3 7.24 8.19 21.6 2.3 0.9 to $50.01, helping Sothebys to a 12-month
along than peers in its digital transfor- Lowes / LOW 83.75 10.1 4.64 5.29 18.1 1.7 0.9 gain of 78%.
mation, and does a particularly good job Nordstrom / JWN 40.81 8.4 2.95 3.05 13.8 3.6 24.3 At Walmart.com, you can buy a book on
of helping in-store customers order Basquiat for $33.77 or a poster for $60. At
Party City / PRTY4 15.30 24.6 1.27 1.42 12.0 None 24.0
online when items arent in stock. Costco.com, a query on the late artist
Nordstrom beat analysts earnings Sothebys / BID4 49.30 77.7 2.07 2.47 23.9 None 17.0 begets another: Did you mean biscuit?
estimates in the first quarter, but the Wal-Mart Stores / WMT 75.12 15.4 4.33 4.55 17.4 2.7 2.5 Perhaps thats why Wal-Marts digital
shares tumbled on weaker-than- E=Estimate. 1. Estimates are for the fiscal years ending January 2018 and January 2019. 2. Fiscal year ends August. 3. Earnings are represent-
ed by funds from operations. 4. Fiscal year ends December. Sources: Thomson Reuters; Bloomberg
sales soared 63% in the latest quarter,
expected same-store sales. Online sales, aided by its recent purchase of Jet.com, an
about a fourth of the total, rose sharply, however, at relatively Amazon-proof. The same goes for white goods. Amazon Mini-Me, while Costcos rose only 12%.
Nordstrom.com and NordstromRack/HauteLook.com. The If your dryer breaks down, you dont want to wait for Nonetheless, both companies are low picks, in Chens
company bought HauteLook, which runs flash internet a new one to be shipped, he says. Instead, you go to vernacular, as they are figuring out how to flourish in an
sales of designer apparel, in 2011. Nordstroms shares Lowes and buy a new one. Amazon-dominated world, where Wal-Marts value pricing
have fallen by almost 50% since March 2015 and recently Wall Street recognizes the staying power of both and Costcos focus on bulk-buying help. At Wal-Mart,
fetched $40.62. They yield 3.6%. The stock trades for 13.7 retailers, whose shares have rallied sharply in recent which doesnt break out online sales, in-store traffic has
times fiscal 2018 estimated earnings of $2.97 a share, one years and trade near all-time highs. Grisanti prefers also been rising. Costco has taken a more deliberate
of the cheaper valuations in the group. Lowes to Home Depot because it is somewhat cheaper at approach to the internet, but the warehouse retailer could
18 times expected earnings for fiscal 2018. come under pressure to ramp up its online store. Mean-
Best Buy, the consumer-electronics retailer, nearly Like the home-improvement chains, Party City looks while, shares of both companies are beating the Standard
suffered death by Amazon. But CEO Hubert Joly, who to be beating Amazon because shoppers need its goods & Poors 500 this year: Wal-Mart is up 14% and Costco,
joined the company in 2012, implemented policies that on short notice, and some products, like helium balloons, 7.2%, against the indexs 6.4%.
have resuscitated the business and the shares. Critically, are impossible to ship. But the company isnt taking
he decided to match Amazons prices and those of big-box chances. It announced this month that it plans to launch Much of the recent carnage in retailing has taken
retailers, which helped Best Buy avoid the fate of bank- a digital marketplace for party-related services, place at the mall, where fashion retailers such as Bebe
ruptcy victims Circuit City, Radio Shack, and hhgregg connecting buyers with suppliers of decorations, enter- Stores and The Limited are closing all their stores. Even
(HGGGQ). tainment, and such. mall anchors such as Macys are struggling. That has hurt
In addition to price, Best Buy competes on service, Party City came public in April 2015, and its private- the shares of mall REITs, but it need not be fatal to the
chiefly through its Geek Squad of equity owners still control more business. Department-store sales have been declining for
tech-support personnel. The com- than half the stock. The company, a decade, notes Daniel Busch, a managing director at
pany has maintained gross profit CLICK AND BUY which has a market capitalization Green Street Advisors, a real-estate research firm, and
margins in the low- to mid-20% E-commerce is approaching 25% of general of $1.8 billion, beat first-quarter some REIT-owned malls are already reacting.
range, and is expected to earn $3.69 merchandise sales, as Amazon and rivals grow. earnings estimates and is on The biggest risk to the business is a possible accelera-
a share in fiscal 2018 and $3.91 the track to earn $1.13 a share this tion in the pace of department-store closings. It has been
23%
following year. Nonstore retailers as a percentage year, up 14% from 2016. The modest so far, and redevelopment initiatives could be
Even better, its stock has roared of general merchandise sales shares are up 8% year to date manageable and value-accretive, Busch says. In some
back to $51 from around $10 in 2012, (ex-autos, food, gasoline and trade for 12 times expected cases, he adds, malls have been able to replace ailing
and now trades within a dollar of its and restaurants) earnings. department stores with healthy new tenants, including
21
2007 high. Nor is it expensive at 14 the rapidly growing Irish fast-fashion chain Primark
times expected earnings. Analysts at Cowen recently Stores, which is owned by the United Kingdoms
Home Depot and Lowes make developed a list of what it calls Associated British Foods (ABF.UK).
our list of retail winners for two un-Amazon-able businesses that The death of American retailing isnt a story every com-
reasons. Both sell products that are 19 could be winners in todays dis- pany believes. Primark is moving to expand its footprint in
tough to ship and are benefiting rupted market. Oliver Chen, lead the U.S., where it now operates fewer than 10 stores, and
from a strong housing market. author of the report unveiling the large, privately held German grocers such as Lidl Stitfung
Although housing starts fell mod- list, advises investors to go high and ALDI Einkauf are looking to make inroads here. Even
estly in April, the National Associa- 17 or go low, and avoid the middle. Amazon seems to have missed the memo. It reportedly is
tion of Realtors said Thursday that On the high end, he favors So- contemplating its own bricks-and-mortar stores, which are
sales of existing homes are likely to thebys, best viewed as a premium likely to be staffed mainly by robots.
hit a decade high this year. retailer that builds relationships Still, Jeffrey Bezos cant sell everything to everyone,
Chris Grisanti of Grisanti Capital 15 on trust between customers and much as he might try. The market hasnt yet made clear
Management notes that building 2011 12 13 14 15 16 17 its 200 art professionals. The com- distinctions between the predators and the prey in the
Sources: U.S. Census Bureau; Cowen
products like 2-by-4 planks are pany, which owns the Sothebys Amazon jungle. That spells opportunity for investors.
14
26 BBA
ARRRRO
ONNSS May
May 22,
22, 2017
2017 May
May 22,
22, 2017
2017 BBA
ARRRRO
ONNSS 27
15
The Barrons 500 CASH-FLOW-BASED Marriott CEO The Barrons 500 CASH-FLOW-BASED
SPECIAL REPORT RETURN ON INVESTMENT Sales
Arne Sorenson
RANK
RETAIL
2017 2016 WINNERS
Company / Ticker
3-Year 2016 vs.
Median 3-Year Median
Growth
2016* GPA
Facebooks operating profit margins climbed to 41% RANK
2017 2016 Company / Ticker
3-Year 2016 vs.
Growth
2016* GPA
47. 40. AON / AON
An22. Interview
A A C 3.33 in the latest quarter, from 37% a year earlier. 103. 205. BB&T / BBT C B A 3.00
48. Nike / NKE With Dana Telsey B A B 3.33 I like Burlington Stores on its unit-growth potential and because it has enhanced its brand 104. 161. VMware / VMW B C A 3.00
Founder
49. 121. Mohawk andIndustries
Retail Analyst, / MHK Telsey
C Advisory A Group A 3.33 105. 75. Emcor Group / EME B C A 3.00
50. 202. CBS / CBS B A B 3.33 securities is a big mountain to climb when it revenue growth. Specialty drugs, many of penetration into women and home. Its a deleveraging story, and a great segment to be in. 106. 156. TJX / TJX B C A 3.00
51. 6. Wyndham Worldwide / WYN A A C 3.33 comes to generating returns. Thats because which are administered in clinical settings, 107. 81. Amgen / AMGN B C A 3.00
Brick-and-Mortar Retail in the Age of Amazon

52. 82. iHeartMedia / IHRT A A C 3.33 that amount goes into the denominator of, such as doctors offices, have good profit mar- 108. 97. Ross Stores / ROST B C A 3.00
53. 129. Northrop Grumman / NOC B A B 3.33 say, a return-on-equity calculation. gins because they often require extra atten- 109. 159. Dollar General / DG B C A 3.00
54. 48. Ingersoll-Rand / IR A A C 3.33
Big gainers on the upside included tion; they might come in special packaging or
110. N.R. M & T Bank / MTB C B A 3.00
natural-gas company Oneok (OKE), which have to be stored at specific temperatures.
55. 223. Discovery Communications / DISCA A A C 3.33 111. 95. Tractor Supply / TSCO B C A 3.00
by Leslie went from No. 461 to No. 134; automotive- Specialty drugs account for roughly 20% of has 120 million Instagram followers. That is multichannel shopper spends two to three maybe not four of them. est growth rate. It should be over 10%
56. 12. CBREP.Group Norton / CBG A A C 3.33 112. 220. Bank of Nova Scotia / BNS
system maker Magna International (MGA), the companys distribution business. a new way for customers to interact with times more than a single-channel shopper. higherBthan it is now. C A 3.00
57. 52. Lowes / LOW
FEW RETAIL ANALYSTS HAVE DEEPER ROOTS C A A 3.33 at No. 96, up from No. 416; and pharmaceuti- Another potential growth driver is your brand and drive them to consume. What
113.will96.
survive andOne
Capital prosper?
Financial / COF B C A 3.00
58. 46. Principal Financial
in the industry than Dana Telsey, CEO of Group / PFGT B A B 3.33 cal giant Eli Lilly (LLY), which rose to biosimilar drugs. Says CEO Steven Collis, Coach is buying Kate Spade. What other 114. 99.
Brands. PVHQuintiles IMS Holdings
with Calvin Klein/ Qand What else?
A D A 3.00
Telsey
59. 61.Advisory
Prudential Group. Her /grandmother
Financial PRU B A B 3.33 No. 198 from 454th. Lilly had sales growth of We are encouraged by what we have seen Amazons market value has risen by deals do you foresee? Tommy Hilfiger,
115. 339. AflacL /Brands
AFL with Victorias PVH, aAglobal player D with theACalvin Klein 3.00
worked
55. for Bergdorf/ SBUXGoodman, her mother 6.3%, good for an A in that category. so far in this early stage of biosimilar intro- $97 billion this year alone. Macys [M] has a We will continue to have synergies among Secret
60. Starbucks B B A 3.33 116. and
N.R.Bath & Body Works.
CalAtlantic Group /Coach CAA will and theF Tommy Hilfiger A brands.
A They are 2.67
for Fred market value of just
61. 56. the CVSFurrier,
Health / and CVS her family owned B B A 3.33 The Barrons 500 is best viewed as a guide ductions to the U.S. health-care system. brands. Other acces- continue to add to its portfolio.
117. 273. Yum! Brands / YUM Inditex has doing well
B on all channelswholesale,
A D re-
2.67
a bookstore on /Madison Avenue. to companies that made the most of their Analysts expect profit growth to slow to $7 billion. Whos over- sories brands like eight brands and will continue to grow and tail. More synergies can be gained because
62. N.R. Fiserv FISV A B B 3.33
reactingAmazon Dana Telseys Picks 118. 178. Becton Dickinson / BDX C A C 2.67
The stylish and cheerful Telsey began
63. 133. Colgate-Palmolive / CL A B B 3.33 assets, the cost of which is a key input in $5.86 a share this fiscal year, up only about Recent Jimmy Choo [CHOO- expand in the U.S. And cosmetics have the intimate category is strong. They have
bulls or those dis- Company / Ticker Pricenext.UK]
119. 211. Darden Restaurants / DRI D A B 2.67
her career with investor Ron Baron, then HOLTs calculations. The ranking doesnt 4% from 2016. But profits are expected to users, says Margaret Vitrano, a portfolio ings expected year.may Webestill think
of inter- been amazing, whether its Este Lauder one of the lowest multiples in apparel. Our
64. 296. Reinsurance Group of America / RGA C A A 3.33 tressed byofthe demise 120. 115. Kindred Healthcare / KND C A C 2.67
became an analyst at C.J. Lawrence and necessarily reflect the views of Credit Suisse jump 8% next year, to $6.34 a share. manager the ClearBridge
CoachLarge
/ COH Cap theres upside,
$44.67saysest. Vitrano.
[Choo Therecently
ad busi- or Ulta Beauty, whose loyalty program is price target is $120 [up from $99 now].
65. 78. Walt Disney / DIS B B A 3.33 of bricksfund.
and That
mortar? 121. 340. WellCare Health Plans / WCG D A B 2.67
later Bear Stearns, where she was ranked equity analysts. Growth makes for a sticky, prof-
Burlington Stores / BURL
ness is highly 93.15
profitable,
said itswith very good
reviewing its exciting. Thats one reason why Ulta gen- I also like L Brands, which is redrafting
66. N.R.topBooz
at the Allen
of her Hamilton
field. Over the Holding
years,/ BAH
she A B B 3.33 Here are some top performers, and how Facebook itable
A bit business.
of both. Ama- incremental marginsoptions and returns.
to maximize 122. 302. than
erates more Pfizer90%
/ PFE of net sales from C A C
Victorias Secret, reducing promotions and 2.67
67.
has225.
watched Laboratory
and analyzed Corp. the of America
riseand / LHof- A B B 3.33 they plan to keep the good times rolling: Social-media behemoth Facebook contin- The opportunity
zons big growth to driverPVH / PVH Face-
remains 99.09
value for sharehold- 123. members.
loyalty 90. Medtronic
If a brand/ MDTsays what it gettingCrid of noncore A C They can
categories. 2.67
ten152.
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Charles Schwab concepts
/ SCHWlike Merry- B B A 3.33 ues to churn out record results. Its operat- books
expandnews in feed,
so manywhich tailors content
L Brands / LB and Marriott International
49.69 ers.] Big companies does
124.and doesAmerican
126. what it says,Financialit can have/ AFG
Group a grow globally.
D ItsA been a tough B stock 2.67
the
Go-Round
69. N.R. Ardaghclothing stores
Group in the 1980s, The
/ ARD B B A 3.33 AmerisourceBergen ing profit margins climbed to 41% in the advertisements
categories is amazing. for individuals on itsAthletica
Lululemon legacy / LULU The worlds 49.23largest are hotel
buying operator
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125.loyal
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B I thinkA 2018 is set D up for im-
2.67
Limited
70. 91. in the 1990s,
Henry Scheinand / HSIC now fast-fashion A C At first glance, AmerisourceBergen
A 3.33 latest quarter, from 37% a year earlier. social-media
Amazon does platform.
very been consistent of late, ones.soPVHit shouldnt
boughtcomethe as 126.
long 448.
as it innovates.
Steel Dynamics / STLD provement.
D The stock,
A now $50, B could reach
2.67
and Pans
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71. 145. Banklike Hennes
of Montreal & Mauritz,
/ BMO better B B shouldnt have repeated as No. 1 in this
A 3.33 Facebook earned $1.04 a share in the Video,
well on the in both
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D I likeA Lululemon B Athletica2.67
known as H&M (ticker: HMB.Sweden), and years ranking. For one thing, there was its period, up from 60 cents, on revenue that an increasingly
offering, but stillimportant
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True & Co.are strong
Retailers Why are you still optimistic about the [LULU]. F It is veryA solid with lower invento-
72. 98. Discover Financial Services / DFS A B B 3.33 Group / FOSL $12.32
128. 189.
off-price model,T-Mobile
which US faces/ TMUS
the same A 2.67
Inditex (ITX.Spain). stocks swoon, reflecting concerns that rose 49%, to $8 billion. In addition, monthly company
work to do doesnt break outAscena
to improve what itRetail
contrib-
Group /financial
ASNA results,
2.06including double-digit
will learn from earn-
the ries, improving margins both online and at
73. 165. McKesson / MCK A C A 3.33 challenges as other retailers? Alliance / WBA
129. 70. Walgreens Boots C A C 2.67
In 2006, Telsey started her own broker- branded drug prices would be squeezed and active users rose 17%. utes
the to revenue.
offering and the ings growth and plenty of excess
customer cashfrom
data, flow. full-price stores. There is a wow to it that
74. 7. Biogen / BIIB A C A 3.33 Bon-Ton Stores / BONT 0.69 130. N.R. Builders FirstSource / BLDR D A B 2.67
age and analysis firm. As Amazon.com that generics are experiencing deflation. The Theyve continued to evolve, keep those The legacy
experience. Facebook
Retail is a network remains Adjusted to reflect
Source: Bloomberg theits $13 billion acqui-
questionnaires to They are exciting to consumers and offer drives repeat and new customers.
75. 87. Royal Bank of Canada / RY A C A 3.33 131. with
236. aGeneral
(AMZN) upends the retail landscape, we company recently told analysts that it ex- users, grow from there, and monetize the majorcoaster.
roller landing spot You for advertising, but sition of Starwood Hotels & Resorts
customers, howWorld-
they value more Motors
extensive / GMcategory D B A 2.67
76. 303. PulteGroup / PHM
asked if retailers were still investible, and D A A 3.00
pects generic pries to fall by the
needcompany has said
to reinvent, it expects
remodel, the ad load can
remerchandise. widedevelop
last September,
even moreMarriott
relevantearned product, $1.01
so 132. 71. Twenty-First Century
assortment than in the past, and frankly, Fox / FOXA
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77.
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/ LEA Heres what she said. B A C 3.00
7% to 9% this year, while the number
Brands and frequency
matter. Whether its of ads appearing
Victorias a share
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sell moreyears
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at quarter,
full price.versus versification. Home Goods has been/ BMY
133. 321. Bristol-Myers Squibb one of PaylessDShoeSource B filed for bankruptcy,
A 2.67
as
78. 44. Western Union / WU A A D 3.00

branded-drug prices could in- AbbVie CEO in thefornews
cret L Brandsfeedto [LB]; be PVH
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significant
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461. Oneok / home
OKE concepts, and did BCBGD Max Azria B Group. These A compa-
2.67
Barrons: Are retail investors simply growth
79. N.R. Nvidia / NVDA D A crease by 7% to 9%.
A 3.00 Rick Gonzales Tommydriver Hilfiger later and
in theCalvin
year. Klein; or ing yearonline
revenue growth,
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2.67
rearranging deck chairs on the Titanic? Also [COH],
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80. 62. Liberty Interactive / QVCA A A Yet things might be looking
D 3.00 Coach have staying power, webThe Starwood
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136. 116.givenManpowerGroup
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biggeronand themorepulsepowerful
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137. some Citizens
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/ CFG increase F in sales A than they had A to be suc-
2.67
used to be considered amazing is now the some lost ground, having re- users;
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new expected. Were going through funda- turned 15% year to date. It was bought
ress, but in were
2012. seeing
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increase first- millennials.
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83. N.R. Conduent / CNDT A A D 3.00 139. 249. Synnex / SNX C B B 2.67
mental changes in how people buy, what trading Thursday at $86.69 and quarter earnings
penetration. Neimancall this month,
Marcus its chief op-
technology al- says In Arne Sorenson,
department the companys
stores, Hudsons Bay CEO parents, for men and women. Many businesses are transforming, but
84. 256. Tenneco / TEN C A B 3.00 140. 193. United Parcel Service / UPS
they buy. Everyone is figuring it out. The yields 1.7%. Amerisource, erating officer, Sheryl
lows customers to compareSandberg,
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Nation
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And more to have one mil-
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2.67
86. 106. D.R. Horton / DHI
Concept, execution, and management. What D A A 3.00
tal expenses, is buying back lion advertisers
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makes a successful concept is repeat
87. 180. Owens Corning / OC D A A 3.00
shares. In its most recent fiscal business
about buyingprofiles anon the but
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about engage- Bay also Chairman
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Richard Baker,brandsusing hisinto 143. making
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cena Retail Group C [ASNA],Awhich made 2.67
customers.
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N.R. Burlington Storesare /driven
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uct innovation
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C A Victorias
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2.67
about managing inventory
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Hilfiger and Calvin Klein; or (MCK)
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2.67
cessful inventory management is the speed Amerisource operates in an Youve forecast
already employs that 4,500,online sales
to help us will rise
get better If online shopping
operates 30 brands, becomes 20% of retail,
from Courtyard at the mid-teens multiple. There is no reason it Ton Stores [BONT] has heavy debt and
92. 43. Sherwin-Williams / SHW B B B 3.00 toremoving
14% of total U.S.we sales by allow
2020 on andFace- how 148. 58. Clorox / CLX A C C 2.67
of getting product on the shelf and negoti- Inditex, which operates Zara, has been very [BURL],
industry Ross
with Stores
secular [ROST], and TJX [ULTA]. Also, figuring out how to appeal to
tailwinds, at things dont lowermany
end to stores will be
St. Regis at left?
the higher. Were couldnt get to $52 a share, or 20.5 times still isnt executing as it needs to.
93. 16. General Dynamics / GD A B C 3.00 18% by 149. 151. Raymond James Financial / RJF C B B 2.67
ating last-mile delivery to the customer. successful about innovating new product
[TJX] have
among them better brands,
an aging more categories, millennials requires management to have a
popula- book, like2025, from 10%
hate speech andnow.
child Where will it
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quality willSorenson.
always be in two-year forward earnings of $2.58. I like
94. Third
N.R. Robert Half International / RHI B B
is management. You always and concepts. Their speed to market is ex- B
andwhose
peopleuse 3.00
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co-founder and CEO Mark Zuckerberg wrote demand Marriott 150. 195. onAutoNation / AN B to take aC flier on Macys,
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96.
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vision,
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Cosmetics
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adjusted is$1.77
exciting.
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growing;that the company
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99. 157. VF / VFC model

A changes B are in off-price,
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to $37.1 billion.to more devel- it has to be attractive. They spend money announced
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secutive quarter of at least 10% around 24 times the $6.08 a share in earn- roughly between properties it manages and
Technology Week
May 15 through May 19, 2017
Tech Trader
New Chips From Impinj and Everspin Look Ready to Take Off
by Tiernan Ray
IN THE WORLD OF COMPUTER CHIPS, ALL years ago and is now an advisor to the CEO, Chris Diorio, Everspins chips speed is close to DRAM, but it keeps
glory goes to the microprocessor, and es- a former University of Washington professor for whom files when power is off, like flash, though it is more reli-
pecially to the kind that Intel sells, which Mead served as a mentor. able; flash tends to break down over time.
serves as the brains of your personal What they developed is a chip that can operate on frac- Today, the company sells a part that is used in indus-
computer. tions of a watt of power. It is built into tags that can be trial equipment requiring small amounts of memory.
But there are many other kinds of attached to any number of objects, such as your luggage Newer parts with greater capacity are being designed into
chips in the universe of semiconductors, when you go on a Delta Air Lines flight. The tag can then data storage systems coming to market later this year or
some increasingly more important. be scanned by a wireless reader situated tens of feet away, early next. Traditionally, such computers pass memory
This magazine argued in a 2015 cover story that mem- which retrieves the identifying data on the tag. On a Delta from DRAM to flash, but there is a risk that data will be
ory chips may represent the most important kind of chip flight, you can use an app to actually see if your stuff is on lost in between. Extra circuitry and batteries are added
in years to come (Watch Out Intel, Here Comes Face- the plane. No more lost bags, at least in theory. to the storage systems to keep the data alive, driving up
book, Oct. 31, 2015). Thats because tasks that are taking cost. By replacing DRAM with Ever-
center stage, such as machine learning, artificial intelli- The key is that this particular nonvolatile memory spins chips, system makers can save
gence, and the Internet of Things, continue to place doesnt need its own power source. Instead, it is activated on all that extra stuff.
greater and greater emphasis on retaining and analyzing when the wireless signal from the reader strikes the receiv- TECH TRADER For every $10 worth of DRAM it
DAILY
vast amounts of data. ing antenna. That means it can be added to a vast amount replaces, it also gets rid of $70 of bat-
We recommended Micron Technology (ticker: MU) in of objects for pennies per pieceretail items in a warehouse, A blog on trends, teries and other stuff, says Richard
that article. The shares are up more than 70% since then, clothes on a rack, drivers licenses, and on and on. news, and stocks Shannon, who follows the company for
which probably doesnt leave a lot of upside at this point. Impinj is interesting because it is not a chip company Barrons.com Craig-Hallum.
The good news is that there are two other companies per se, but a systems business. It sells the nonvolatile As a result, this is not a commod-
worth taking a look at that are incredibly promising, Im- chips, the radio-frequency circuitry, the technology for the ity chip, says Rajvindra Gill, with Needham & Co. This
pinj (PI) and Everspin Technologies (MRAM). They are wireless reader, and the software that makes it all work. is an application-specific part that is saving companies
both small companies that recently came public, and a bet Diorio envisions expanding uses as semiconductor tech- money on their total system cost.
on their stocks is not without substantial risk. nology continues to make circuits smaller and more effi- Where it gets really exciting, says Shannon, is when
But they offer genuine innovations that have been cient. We can put more and more smarts into them, says Everspin can replace the combination of DRAM and flash
years in the making, real breakthroughs. That could posi- Diorio, so that every object will be able to express all in mission-critical computing systems such as a database.
tion them at the forefront of the kinds of developments we kinds of information about its nature, its capabilities, and Those machines have an appetite for far greater amounts
highlighted in the 2015 story. its contents. of data, which means more-expensive parts from Everspin,
The memory chip is, as it sounds, the repository of Impinj went public on July 21 of last year. Since that boosting both revenue and, presumably, margins.
data. It stores the ones and zeros so the microprocessor time, it is up 128%. The company is growing fast, with The company is expected to have only $43 million in
can do something with them. For years, the microchip in- sales expected to rise 30% this year, and it is already prof- revenue this year, and it is losing money. Matthew Ramsay
dustry has tried to find the perfect balance between itable. Like most startups, its stock, at $40.96, is pricey, of Canaccord Genuity says the stock is currently worth 14
DRAM, which is fast but doesnt retain data, and flash, trading for 78 times next years projected 53 cents per times projected earnings of 85 cents per share in 2018, or
which is slower and more prone to failure, but which holds share in net income. If confidence rises and the multiple $12, above a recent $9.90. But it could have a multiple of
data when the power goes out. gets attached to projected 2019 earnings of 82 cents, you four or five times sales if its newer markets take off, he
So-called nonvolatile memory chips, an in-between solu- could be looking at a $63 stock. says, which would put the stock price well above $12.
tion, are one of the industrys holy grails. Nonvolatile The whole history of memory-chip technologies is laced
memory is a big deal in almost everything you do, says The other outfit, Everspin, is not actually that young, with agony and ecstasy, so this is not for the faint of heart.
Carver Mead, the Gordon and Betty Moore professor of even though it went public last year, on Oct. 7. The technol- But then, companies with true breakthroughs can be
engineering and applied science, emeritus, at the Califor- ogy came out of what had been the chip division of Motor- worth the risk.
nia Institute of Technology. You have to have it, he tells ola, which was folded into Freescale Semiconductor and
Barrons. later spun out before Freescale was sold to NXP Semicon- Tiernan Ray can be reached at tiernan.ray@barrons.com,
Mead was the CEO of Impinj when it was founded 17 ductors (NXPI). blogs.barrons.com/techtraderdaily, or twitter.com/barronstechblog
Mutual Funds
Talking With
Bernard R. Horn Jr. and
Sumanta Biswas
Portfolio Co-Managers,
Pear Tree Polaris Foreign Value Small Cap
Back to
Basics
by James A. Anderson
THERE ARE MANY WAYS TO SORT THROUGH THE MORE THAN

40,000 stocks listed on international exchanges. But the
folks at Polaris Capital Management find theres nothing
like packing their bags, talking to management, and get-
ting a feel for the potential problems and opportunities
you can uncover only by visiting a company.
Bernard R. Horn Jr., the head of the $7 billion Bos-
ton-based global investment firm, has been managing

international portfolios since 1980, including subadvising
the $613 million Pear Tree Polaris Foreign Value
Small Cap fund (ticker: QUSOX) since its inception in
2008. Horn says this is an era of unparalleled
opportunity for investors in foreign stocks, noting the
major strides in transparency and corporate governance
in places such as Japan and Korea.
Horn and his two co-managers, Sumanta Biswas and
Bin Xiao, log tens of thousands of miles each year to
meet with management. This past February, Horn
dropped by a Korean insurer to look for reasons that its
shares were undervalued. He soon figured it out: a
sizable investment in a nearby meat wholesaler that had
just gone bankrupt. And Biswas recently crossed the
Pacific to look over a Japanese metal recycler. The com-
panys financials were intriguing enough to book a meet-
ing with management, but midway through the gather-
ing, a couple of office workers appeared to unveil a new
product linemassage chairs. Biswas took that as a
signal it was time to move on.
The detective work is also paying off for investors in
Tony Luong for Barrons

the $613 million Pear Tree fund. The funds five-year
Sumanta Biswas, left, and Bernard Horn find overlooked average annual return of 13.1% beat 76% of its competi-
foreign companies by, well, going out and looking for them. tors, according to Morningstar. Its 20.1% return over
the past year beat 85%. continued on page 18
Their team visits nearly 500 companies a year.
The Pear Tree Polaris Foreign Value five others pack their bags, grab their pass- Scoreboard: A Good Week for Gold Funds
Small Cap fund clearly has a fairly narrow ports, and fan across the world to visit 400 (Diversified U.S. equity funds lost 1.4% last week as a special prosecutor was named to investigate
universe. The 74 stocks in the portfolio have to 500 companies each a year. Horn esti- White House ties to Russia. Latin America reeled under new scandal. A good week for gold funds.
an average market value of $1.8 billion, mates that a fourth of their time is spent One Week Year-to-Date
much smaller than the category average of investigating companies, local competitors,
$2.7 billion. It spans at least 15 countries, and political climates. U.S. STOCK FUNDS 1.40% 4.8%
TOP SECTOR / Precious Metals Equity Funds 1.95 7.6
primarily in Europe and Asia; 18% of its A few themes are apparent in the port- BOTTOM SECTOR / Latin American Funds 7.84 8.0
assets are in emerging markets. folio: For starters, there are well-managed S&P 500 1.20 5.7
The main driver in the initial screening companies with tidy balance sheets, steady U.S. BOND FUNDS 0.39 2.2
Bloomberg Barclays AGG Bond 0.86 1.8
process is what the fund calls maintenance demand for their products and services, and
cash flowtheir proprietary twist on free sound business models. Chinese textbook THE WEEK'S TOP 25
cash flow, which is the stream of money a supplier Xinhua Winshare Publishing and Fund Investment Objective One Week Year-to-Date
company can generate after the necessary Media (601811.China), is noteworthy for its
Rex VolMAXX LVW Ftrs Str / VMAX Alt Mgd Futures 15.90% 46.0%
spending to maintain assets and stay in stable cash flows and stable end demand, Strategic Global L/S A / SGFAX Alt Long/Short Eq 4.15 1.2
business. The Polaris managers look for a says Biswas. Another, Nihon House Hold- US Glbl Wld Prec Min / UNWPX Precious Metals Eq 3.81 1.3
minimum return after inflation; the exact ings (1873.Japan), is a Japanese builder of ARK Genomic Rev Mlti-Sec / ARKG Specialty & Misc 3.55 21.9
PIMCO Extend Dur Inst / PEDIX Corp Debt BBB Rtd 3.55 6.0
level is determined for each country. They high-quality custom homes. Polaris calcu- VanEck Intl Gold A / INIVX Precious Metals Eq 3.50 9.7
lates that Xinhua has a maintenance cash- Wasatch Hois US Tr Inv / WHOSX Genl US Treasury 3.07 4.2
Pear Tree Polaris Foreign flow yield of 10%, and Nihon, 14%. UBS E-TRACS S&P GSCI CO / OILX Commodities Specialty 3.04 12.2
A second group might be labeled CurShs Swiss Franc / FXF Alt Currency Strat 2.89 3.4
Value Small Cap Nvgtr Sentry Mgd Vol I / NVXIX Equity Mkt Neutral 2.85 19.7
Total Returns1
prudent contrarianssolid businesses that VanEck Merk Gold Trust / OUNZ Commodities Prec Mtls 2.67 8.2
1-Yr 3-Yr 5-Yr buck trends the global investment herd has OCM Gold Inv / OCMGX Precious Metals Eq 2.64 8.3
taken for granted. Take Go-Ahead Group BlackRock CoRI 2023 Inst / BCZIX Corp Debt BBB Rtd 2.61 4.2
QUSOX 20.1% 4.5% 13.1% Oppenheimer Gld & Sp A / OPGSX Precious Metals Eq 2.55 10.8
(GOG), a British bus operator. The shares Cambria Tail Risk / TAIL Abs Return 2.53 NA
MSCI ACWI ex USA
Small Cap Index2
16.3 4.3 10.2 were weak when Polaris first climbed Fidelity SAI LT TBI / FBLTX Genl US Treasury 2.51 4.4
aboard at the end of 2016. The stock slid Gabelli Gold AAA / GOLDX Precious Metals Eq 2.49 10.7
% of BlackRock CoRI 2021 Inst / BCYIX Corp Debt BBB Rtd 2.47 4.1
Top 10 Holdings Ticker Portfolio3 further early this year, thanks to a standoff
Vanguard Lg-Tm Trs Adm / VUSUX Genl US Treasury 2.41 4.3
Drgerwerk DRW3.Germany 2.9%
with drivers and Brexit jitters. But Polaris Fidelity Srs LgTm Trs F / FFTTX Genl US Treasury 2.39 4.2
saw that the companys maintenance cash PIMCO Lng-Tm Govt Inst / PGOVX General US Govt 2.39 4.4
WorleyParsons WOR.Australia 2.6
flow wasnt under threat. It helped, too, that CurShs Euro / FXE Alt Currency Strat 2.36 5.2
Prima Meat Leland Currency Str I / GHCIX Abs Return 2.36 4.5
Packers
2281.Japan 2.5 Go-Ahead traded at a very attractive cash DoubleLine Lng Dur TR I / DBLDX Core Bond 2.35 4.6
flow yield of 13%, with minimal risk. Dunham Intl Oppty Bd N / DNIOX Intl Income 2.35 5.2
Arcadis ARCAD.Netherlands 2.4
A healthy amount of cash also allows
Crest Nicholson
Holdings
CRST.England 2.4 nimble companies to seize upon new lines of THE WEEK'S BOTTOM 10
business. The Swedish armored-transport Fund Investment Objective One Week Year-to-Date
DFDS DFDS.Denmark 2.4
company, Loomis (LOOMB.Sweden), is a Deutsche Latin Am Eq S / SLAFX Latin American 12.02% 4.4%
freenet FNTN.Germany 2.4
good example. While the company has held Fidelity Latin America / FLATX Latin American 11.92 7.9
Bradesco Lat Am Eq Inst / BDEIX Latin American 10.80 2.8

BBA Aviation BBA.England 2.3 its market share in face of competition from BlackRock Latin Amer A / MDLTX Latin American 10.65 5.7
Loomis LOOMB.Sweden 2.3 Brinks (BCO), it has taken up a second line Upright Growth Fund / UPUPX Multi-Cap Core 10.51 7.6
Taiwan Union
6274.Taiwan 2.2
of businesssetting up cash-counting T Rowe Price Int Lt Am / PRLAX Latin American 10.19 9.3
Technology services in the cities where it operates. At JPMorgan Latin Am R6 / JLTNX Latin American 9.32 11.1
Footprints Disc Val A / DAVAX Flexible Portfolio 7.36 20.9
Total 24.4 a time when pundits have predicted the end Fairholme Allocation / FAAFX Flexible Portfolio 6.35 9.3
1-All returns are as of 5/18; three- and five-year returns are annualized.
2-USD 3-As of 4/30. Sources: Pear Tree Funds; Morningstar
of cash, Loomis addition makes it possible Chou Opportunity / CHOEX Flexible Portfolio 6.05 3.7
to generate two revenue streams from each
THE LARGEST 25
begin looking for the average 7% real re- of its transport jobs. Assets 3-Year* 1-Week YTD
turn that global stocks have historically of- Similarly, Hong Kong information- Fund (billions) Investment Objective Return Return Return
fered, and add another 2% because average technology maintenance company VST Fidelity Contrafund / FCNTX $79.7 Large-Cap Growth 12.0% 0.70% 14.2%
isnt good enough, and then add a number Holdings has gone beyond tech repairs to Vanguard Wellington Adm / VWENX 79.7 Mix Tgt All Gro 7.2 0.31 4.2
that correlates with the average local bond market computer equipment, as well. The American Funds Gro A / AGTHX 79.6 Large-Cap Growth 11.3 0.68 10.4
American Funds Inc A / AMECX 75.4 Mix Tgt All Mod 5.6 0.27 4.0
yields, to mitigate currency swings and company has quadrupled cash flow in the American Funds CIB A / CAIBX 70.3 Global Equity Income 4.1 0.58 6.6
changes in inflation. That translates into a past decade and now boasts a maintenance Dodge & Cox Stock / DODGX 65.5 Large-Cap Value 9.5 1.48 4.1
American Funds ICA A / AIVSX 60.6 Large-Cap Core 9.0 0.70 5.8
minimum 9.5% for stocks in Japan, and as cash flow yield of 13%. Dodge & Cox Intl Stock / DODFX 60.1 Intl Large-Cap Core 1.2 0.69 13.4
much as 14% in markets such as Turkey or American Funds Bal A / ABALX 58.5 Mix Tgt All Gro 7.5 0.19 5.2
American Funds Wash A / AWSHX 54.0 Large-Cap Core 8.7 1.02 4.6
Brazil. This process leaves 2,500 stocks, One knock on the fund is its high fees, American Funds CWGI A / CWGIX 53.4 Global Large-Cap Core 5.1 0.00 10.7
1,400 of which fall beneath the funds $3 bil- an issue Pear Tree addressed earlier this American Funds EuPc R6 / RERGX 53.3 Intl Large-Cap Growth 3.9 0.06 15.2
PIMCO Tot Rtn Inst / PTTRX 53.0 Core Plus Bond 2.6 0.75 2.7
lion market-cap ceiling. year by setting total annual cost at a still American Funds FInv A / ANCFX 50.0 Large-Cap Core 10.9 0.66 8.0
The focus on free cash identifies compa- above-average 1.47% and a more reasonable Met West Total Return I / MWTIX 49.3 Core Plus Bond 2.4 0.79 2.0
Dodge & Cox Income / DODIX 49.3 Core Bond 2.9 0.51 2.4
nies with money to increase dividends or 1.09% for institutional shares, which retail Franklin Cust Inc A / FKINX 46.0 Mix Tgt All Mod 2.8 0.43 3.5
invest in new projects, or could be attractive investors can buy through an adviser. There Vanguard PRIMECAP Adm / VPMAX 44.6 Large-Cap Core 12.7 0.93 10.2
DoubleLine Tot Rtn I / DBLTX 44.4 US Mortgage 3.1 0.75 2.3
acquisition candidates. Moreover, as long as is no sales load. T Rowe Price Gro Stk / PRGFX 40.0 Large-Cap Growth 14.0 0.69 16.3
free-cash-flow growth stays ahead of stock Looking forward, says Horn, the funds Vanguard Sh-Tm Inv Adm / VFSUX 39.8 Short Inv Grade 1.9 0.32 1.4
American Funds NPer A / ANWPX 38.2 Global Large-Cap Growth 8.2 0.02 14.2
price appreciation, they typically hold stocks success will lie in fighting complacency. So Vanguard Wellesley Adm / VWIAX 37.5 Mix Tgt Alloc Con 5.4 0.29 3.1
indefinitely. That has kept turnover low, often, value managers get into a comfort Vanguard Health Care Adm / VGHAX 36.1 GL Health/Biotech 11.4 0.35 13.1
about 16% a year since the funds inception. zone and do one thing over and over again. PIMCO Income Inst / PIMIX 35.1 Multi-Sector Inc 5.8 0.02 4.0
After this, the managers and a team of Our strategy is adaptable to all seasons. *Annualized 05/15/2014 to 05/18/2017. Through Thursday. Source: Lipper
Fund of Information ETF Focus
More Funds Merge and Close Fear These ETFs, Not Volatility
by Sarah Max by Crystal Kim
AT ITS PEAK IN 2000, THE JANUS FUND COMMANDED MORE THAN $50 BILLION IN AS- SOMETIMES THE BETTER MOUSETRAP IS THE OLDER ONE. CON-
sets. Its concentrated sibling, Janus Twenty, saw its assets swell to more than sider the boom in exchange-traded funds trying to capitalize
$38 billion. But years of underperformance and outflows took a toll: Earlier this on market volatility. Weeks like the last one will entice some
month, Janus merged these fundswhat was left of theminto sibling funds, the investors. But investors should be wary of the trap aspect
Janus Forty (ticker: JDCAX) and Janus Research (JRAAX), respectively. of these new volatility products.
While these mergers are among several in the works at Janus Capital Group The market took a dip last week as impeachment specula-
(JNS)which is in the process of merging with United Kingdom asset manager tion reached fever pitch. The Standard & Poors 500 index fell
Henderson Group (HGG.UK)they are indicative of a broader trend among 1.8% on Wednesday, and volatility spiked after a prolonged period of compla-
fund families to pare down their offerings. cency. The CBOE Volatility Index, better known as the VIX, the yardstick for
Were seeing more funds being killed off and a declining net creation of measuring market volatility, closed below 10 just two weeks ago, the fourth-low-
open-end funds, says Russ Kinnel, director of manager research at Morningstar. est level on record; the previous three records all occurred in December 1993.
It is striking for this late in the bull market, and it shows the kind of strain the Popular volatility products like the $1.3 billion iPath S&P 500 VIX Short-
industry is under. Term Futures ETN (ticker: VXX) and the $163 million ProShares VIX Short-
Over the past several years, the rate of mutual fund mergers and liquidations Term Futures ETF (VIXY) soared 18%. But these are primarily trading vehi-
has steadily picked up. During the first four months of 2017, the industry retired cles, not investments. Buying and holding them is almost a guarantee that you
139 distinct U.S. open-ended mutual funds (based on oldest share class) via will lose all of your money.
mergers (32) or liquidations (107), according to Morningstar. Meanwhile, fund Investors cant own volatility anyway, they can merely rent it, says Macro
companies rolled out fewer new funds, just 110 so far this year. This comes after Risk Advisors head derivatives strategist Pravit Chintawongvanich. Volatility
442 departures in 2016the most we have seen since 2009, when 618 funds isnt an asset like a stock or a bond. All bets on volatility come with an expira-
merged or liquidated. tion date, so in order to profit, investors have to be right about the direction
No doubt, the rise of exchange-traded funds has put even more pressure on and magnitude of the predicted volatility, as well as the timing, Chintawongvan-
fund families to merge redundant funds and liquidate their laggards. As a result ich says. Plus, youre incurring a cost. He estimates that volatility ETFs on
of the growth in the passive space, were going to see more liquidations and average experience a 5% to 10% monthly drag.
mergers of active funds, says Jim Cove, who heads up product management at Theres time decay, because of the futures curve, explains Jim Strugger,
Natixis Global Asset Management, which comprises more than 25 affiliated asset equity derivatives strategist at MKM Partners. So youre buying up the fu-
managers, including Oakmark Funds. We as active managers see that culling tures curve and continuously rolling down it over time. So if volatility doesnt
of the herd as a good thing. move, you lose. Thats why the VXX and the VIXY posts
Although fund companies are often loath to liquidate funds, the process ETF Table, high double-digit declines year after year.
doesnt require shareholder approval or much in the way of warning. Investors Barrons.com Whats more, volatility may not be as likely going forward
who dont read prospectus supplements (and who does?) may not even notice as news out of Washington might suggest. Ned Davis Re-
until their holdings convert to cash. For investors who are aware of whats hap- search Groups chief global investment strategist, Tim Hayes, says that despite
pening, I cant think of a reason to stay if you know its liquidating, says Kin- the recent uptick in fear, a surge in the VIX would be unlikely, based on histor-
nel. Once they announce it, they are probably going to be in the process of ical trends. In many instances of spikesin 1997, 2002, 2007, and other years
winding down anyway. Since liquidations usually happen after a fund has the VIX had already been on the rise for several months.
dropped in value, investors may think theyre selling at a loss, and perhaps they Strugger disagrees. He thinks investors should take this little jolt seri-
are, based on their initial investment. But funds can have embedded capital gains ously. Buying the VIX and the VIXY could be a prescient move, as long as buy-
from stocks theyve held a long time, and that can result in a surprising tax bill. ers understand that theres a relatively short window of time to play it, he says.
Mergers are a little more complicated. Not only does such a union require Strugger thinks the market is overdue for a significant correction. As much
finding a suitable match, it also typically needs board approval and shareholder as the market is rallying, we are due for a shock of higher magnitude, Strug-
approval. Its a lengthy and complex process, says Cove, noting that the larger, ger says. Recent history says the impeachment talk will fade, but theres a
better-performing fund typically acquires the smaller underdog. long, nasty history of shocks that could drive the S&P 500 10% or 15% lower.
Even then, investors shouldnt simply accept that fate. Its often a different The $30 million iPath S&P 500 VIX Mid-Term Futures (VXZ) offers a lon-
manager, a different style, and there can be exposure changes that can make it ger-term bet, but its size and illiquidity makes it less than ideal. Chintawongvan-
less appealing for investors to stay with the fund or even the fund family, says ich would rather buy 2018 options on the SPDR S&P 500 (SPY) and use a delta
Todd Rosenbluth, director of ETF and mutual fund research at CFRA. You hedgeoffsetting long and short positionsto avoid making a directional bet.
need to do the same due diligence you would as a new investor.
That includes taking a close look at fees. The logic of a merger, after all, is Even before making a bet on volatility, which is difficult to get right, con-
to increase the asset base, find efficiencies, and ultimately cut costs. Its only fit- sider the difference between risk tolerance and risk capacity. Risk tolerance
ting that investors in merged funds benefit from economies of scale, says Kinnel. is the ability for an investor to emotionally stomach the loss. Risk capacity has
And if they dont? With more than 8,000 distinct U.S. open-ended mutual funds real-world implications. Time is the key. Investors with a lot of it have more.
still available, finding a suitable replacement shouldnt be a problem. Those nearing retirement do not.
SIZING UP SMALL-CAPS
What Makes a Stock Worth Buying

by David Englander
AFTER FIVE YEARS, THIS WILL BE MY LAST SIZING UP Understanding the nature of a cyclical business
Small-Caps. I am leaving Barronsand journal- is important. Less capital-intensive companies,
ismfor new pursuits.
The Englander which can scale in their expenditures as demand
This column has sized up around 200 stocks since Book List falls, can generate free cash flow at the bottom of a
I began writing it in July 2012. There have been Here are some of my favorite cycle. That defensive attribute gave us confidence
winners and losers. The best performers have investing books: in some beaten-down industrials after the oil crash
tended to fall on the Warren Buffett end of the in 2015. It was also key to our thinking in Decem-
value spectrum, high-quality franchises with com- 1. The Intelligent Investor ber 2015 when we were bullish on land-driller Pat-
petitive moats. While some lower-quality issues that by Benjamin Graham terson-UTI Energy (PTEN), which we figured had
appeared cheap worked out, the big gainers were in limited downside. What we didnt foresee is the fa-
higher-quality businesses. 2. Common Stocks and vorable outcome over the next 12 months. Oil prices
Uncommon Profits
Often some problem, either internal or market- rebounded sharply, and Pattersons shares doubled.
by Phillip A. Fisher
oriented, had arisen to put these stocks out of favor.
When we first wrote positively on Wendys (ticker: 3. One Up On Wall Street Investors should proceed with caution with
WEN) in February 2013, for example, the fast-food by Peter Lynch and 7 The Most
7. commodity producers. These are capital-intensive
operator was undergoing a turnaround after losing John Rothchild Important Thing businesses that rely heavily on commodity prices.
its way. The company had the worlds third-largest by Howard Marks Their balance sheet should be considered closely. A
4. The Warren Buffett Way
burger chain, and its problems looked temporary. by Robert G. Hagstrom 8. The Manual of Ideas leveraged commodity producer can be a recipe for
Wendys revamped its menu, remodeled its stores by John Mihaljevic disaster. Over the years, our worst performers were
and aggressively refranchised stores, creating a 5. You Can Be a Stock the shares of commodity producers. Those included
Market Genius 9. The Outsiders
higher free-cash-flow-generating business. The stock by William N. Thorndike a July 2014 positive take on zinc producer Horse-
by Joel Greenblatt
has jumped more than threefold since we wrote head Holdings. The company filed for bankruptcy
about it. Emil Brolick, who stepped down as CEO in 6. The Dhandho Investor 10. Dear Chairman last year, after zinc prices collapsed.
May 2016, executed the successful turnaround. by Mohnish Pabrai by Jeff Gramm Investors should be careful of businesses that
Good management and governance cant be over- are in decline due to obsolescence or shifting
estimated. If investors have those on their side, thats trends. Their stocks may look cheap, but they can
half the battle. It pays to identify jockeys or manag- continue to look cheap all the way down, as the
ers who are proven value creators. business melts away.
Consider Post Holdings (POST). When Post was We missed that with Avon Products (AVP).
spun off from Ralcorp in 2012, it was a cereal com- Since our positive story in May 2014, the shares
pany, a category under pressure. On the positive side, have dropped 70%. Avons direct-sales model has
there was the leadership of William Stiritz, a capital- been under attack from the growing shift to online
allocation whiz with an impressive track record since purchasing.
his days at Ralston Purina in the 1980s. Outerwall, the operator of the Redbox kiosk,
Over the past few years, through acquisitions, was hurt by the rise of streaming videos. Despite
Post has transformed itself into a diversified foods activist involvement and a buyout last year by
company with $5 billion in revenue. Thats up more Apollo Global Management, its shares dropped
than fivefold from the time of the spinoff. Meanwhile, the Cyclical companies can offer big opportunities in the 15% from our August 2013 story.
shares have tripled. We were bullish on the stock in 2014 stock market for both profit and loss. Here, an investor Berkshire Hathaways Todd Combs recently said that
and again in 2015. needs to assess where the market is in the cyclenot an he spends his workday reading. Buffett and Charlie
By the same token, management missteps and poor easy thing to do. For example, a prolonged period of weak Munger have also talked about their hefty reading habits.
corporate governance can be major roadblocks in small- electricity prices has weighed on waste-to-energy special- Thats a cue for everyone else. (On a somewhat related
cap stocks. A bad acquisition, an ill-timed equity raise, or ist Covanta Holding (CVA). Since we wrote positively on note, see the nearby list of my 10 favorite investing books.)
problems with execution can lead to management losing the stock in November 2013, shares have dropped 20%. Is the competitive moat sustainable? Is management a
credibilityand a stumbling share price. Covanta is a wide-moat business, but electricity prices are good allocator of capital? These are just a couple of difficult
So what is an investor to do? Pay close attention to the outside its control. investing questions that usually take some studying before
actions of management teams and their corporate Investors need to be patient when investing in cyclical youre able to come to a conclusion.
boardsnot necessarily to what they say. If management businesses. We have covered small banks extensively All successful investors monitor their companies closely.
makes a misstep, it might be difficult for it to recover over the years. While it took time for the banking envi- They read the 10-Ks and the proxy filings. They keep up
credibility. An investor can gauge the potential for an ac- ronment to pick up, it has ultimately strengthened. with the quarterly reports, listen to the earnings calls, and
tivist to step in. In many cases, it may be best to sell the Banks that we were positive on in 2012 and 2013 have scrutinize the 10-Q filings. They become familiar with the
stock altogether. Or, at the very least, to hold off on buy- generated big gains. Only patient investors were able to industry, the business, and the people involved. Thats the
ing more stock, even if there appears to be value present. reap those rewards. best way to achieve a good investment result.
Berkshire Hathaway stock could post

double-digit gains, Warren Buffett or
no Warren Buffett. Time for a dividend?
Buffetts
Money
Machine
by Andrew Bary Berkshire Hathaways annual

meeting and love fest in Omaha, Neb., earlier this month drew
fawning attention to the wisdom of Chairman and CEO Warren
Buffett and his sidekick, Vice Chairman Charlie Munger. But

the big question for investors is where this formidable con-
glomerate, with almost $20 billion of annual earnings, goes Warren Buffett
CEO, Berkshire
from here. Berkshires Class A shares (ticker: BRK.A), now Hathaway
trading around $245,000, look reasonably priced and could have
15% to 20% upside through the end of 2018, based on likely earnings stream, long-term focus, and a balance sheet laden
Michael Prince/Forbes Collection/Corbis/Getty Images

growth in the companys book value. Thats a decent return with $96 billion in cash and marketable securities, make it a
potential, considering the Standard & Poors 500 index is at a good bet to beat the S&P 500 over the coming years, with or
near-record 2381 and trades for 18 times projected 2017 oper- without Buffett, who turns 87 in August. Berkshire, now valued
ating profits, its highest valuation since the tech bubble of 1999 at $400 billion, is the markets sixth-largest stock. Berkshire
and early 2000. Berkshires advantages, notably its diversified should benefit meaningfully from a recovering U.S. economy,
exceeds book value, but wont reveal his

estimate of the figure. Longtime Berkshire
Under the Hood holder David Rolfe of Wedgewood Partners
Berkshire results are driven more by its wholly owned businesses, including Burlington Northern railroad and Berkshire Energy, than its big equity portfolio. The estimates it at about $300,000 per share.
stock is behind the Standard & Poors 500 in the past year, but ahead of the index over longer time periods, especially since Buffett took over in 1965. At the meeting in Omaha, Buffett esti-
mated that intrinsic value has risen at a 10%
2016 Net (bil) Recent Recent YTD Total Return annual clip for the past 10 years. And hes
Business Revenue Income Company/ Ticker Price Value (bil) Return 1-Yr 3-Yr 5-Yr hopeful for a similar result in the coming
decade. If Berkshire can achieve something
Berkshire Hathaway Energy* $17.9 $2.3 American Express / AXP $78.33 $11.9 6.6% 24.4% -2.1% 7.7%
close to that growth, the stock could double
Burlington Northern Santa Fe 19.8 3.6 in the next 10 years.
Apple / AAPL 155.70 21.0 35.6 75.3 25.1 16.9
Geico** 25.5 0.5 Barrons has written favorably on Berk-
Coca-Cola / KO 43.73 17.5 6.4 -0.3 5.9 5.9
Manufacturing, service, and retailing 120.1 5.6 shire several times in recent years, includ-
IBM / IBM 151.51 8.2 -7.1 6.3 -3.5 -2.6 ing a cover story (Berkshire Hathaways
Total Return Since
Performance 1-Yr 5-Yr 10-Yr 20-Yr 1965 Bright Future, July 25, 2015), when the
Kraft Heinz / KHC* 89.45 29.1 3.1 8.0 N/A N/A
stock traded at around $214,000 a share.
Berkshire Hathaway 15.8% 15.1% 8.5% 9.8% 20.8% Wells Fargo / WFC 53.32 28.6 -1.9 13.9 5.8 13.8 Since then, the stock is up 15%, trailing the
S&P 500 19.9 15.0 7.2 7.6 9.7 S&P 500s total return of 19%.
S&P 500 2402.32 8.1 19.9 11.0 15.0
*BRK.A owns 90% of Energy. **Pretax income. 5-, 10-, 20-yr returns annualized, 1- and An engaged Buffett shows no desire to
5-yr returns through 5/15, 10- and 20-yr returns through 4/30. Since inception through Through 5/15/17. 3- and 5-yr returns annualized. * Kraft Foods and Heinz merged in July 2015.
December 2016. Sources: Bloomberg; company reports Sources: Bloomberg; company reports retire and seems intent on finding what he
has called an elephant-size acquisition to
put a dent in Berkshires cash hoard and
says Barclays analyst Jay Gelb. It gener- its early March peak, reflecting the waning now loom larger, and manyincluding the boost the companys earnings power.
ates substantial free cash flow that can be prospects for President Trumps legislative Burlington Northern railroad, Berkshire Munger, his longtime Berkshire partner,
deployed in its operating businesses, acqui- agenda. Energy, auto insurer Geico, and Lubrizol said at the annual meetingperhaps
sitions, or investments, and it offers an at- Book value is the easiest way to value (chemicals)are more valuable than their jokinglythat Buffett has seven good years
tractive valuation at 1.4 times book value of Berkshire. Indeed, Buffett for years used it carrying value on Berkshires balance sheet. left. Buffett has said his longevity model is
about $178,000 a share. as a favorite yardstick. Berkshires price/ Its dozens of other operating businesses in- the biblical Methuselah.
Gelb sees book value rising at a 9% or earnings ratio, now 21 based on estimated clude Shaw Industries (carpeting), Benjamin
10% annual rate in the next two years. The 2017 net income, makes the company appear Moore (paints), Dairy Queen (ice cream), Buffetts always astute observations on
stock historically has appreciated in line richer than it is. Berkshires earnings cap- and NetJets (fractional jet ownership). business and investments were on display at
with book value. Gelb carries an Overweight ture only the dividends, as opposed to the The companys property and casualty the annual meeting, where he and Munger,
rating and a price target of $286,500. Berk- underlying earnings, of the companies in insurance operations include Geico, rein- 93, answered shareholder questions for five
shires B shares (BRK.B), now $163, carry Berkshires $134 billion equity portfolio. Ad- surer Gen Re, and a specialized reinsurance hours.
a corresponding price target of $191. just for this factor, and Berkshires P/E is business focused on big-ticket policies that Among the high points was Buffetts
Buffetts genius for capital allocation has closer to 15. cover events like hurricanes and earth- comment that he may re-evaluate Berk-
driven the 884,000% rise in the stock19% Book value admittedly had more rele- quakes. The catastrophe-insurance business shires refusal to pay a dividend or lift the
a yearduring his 52-year tenure at Berk- vance two or three decades ago, when the is headed by Ajit Jain, one of the best un- current cap on stock buybacks from the cur-
shires helm. His successor, however, should bulk of Berkshires value was lodged in its derwriters in the world. In all, Berkshire rent 1.2 times book, if Berkshires cash con-
get some relief from that reinvestment chal- equity portfolio. The current holdings are had $223 billion in revenue last year. tinues to grow. Buffett said it would be hard
lenge because the company is likely to pay dominated by six stocks: American Express Buffetts preferred valuation measure is to come back to the shareholder meeting in
a dividend in the post-Buffett era and be (AXP), Apple (AAPL), Coca-Cola (KO), what he calls intrinsic value, which is three years with Berkshire sitting on poten-
more aggressive in repurchasing stock. The IBM (IBM), Kraft Heinz (KHC), and Wells based on the projected discounted cash tially $150 billion in cash and say that the
company doesnt pay a dividend and has Fargo (WFC). flows that will be generated by the com- company should not return some of it to
bought little stock in recent years. The companys wholly owned businesses pany. He has said intrinsic value far shareholders.
Buffett hasnt revealed a successor, but
our best guess is Greg Abel, the 54-year-old
head of Berkshire Hathaway Energy, the
companys big energy-transportation and
Upward March
utility business. Abel has overseen Berk- Berkshires stock price has historically followed the growth in the companys book value with the price-to-book ratio holding in the 1.3-to-1.5 range in recent
years. Bulls believe the companys book value is capable of rising at a 9%-to-10% rate in the coming years and that the stock should track that growth.
shire Energys growth for most of the past
19 years and is an experienced manager and
deal makertwo important qualities for the KEY DATA BRK.A - NYSE YEAR END: Price To Book Book Value Price
next Berkshire CEO. Buffett singled him $280,000 06 1.6 06 $70,281 06 $109,990
Recent Price $245,800
out at the companys recent annual meeting 07 1.8 07 78,008 07 114,755
for his extraordinary accomplishments. 52-Wk Change 15.8% 08 1.4 08 70,530 08 96,600
240,000 09 1.2 09 84,487 09 99,200
Market Value (bil) $404
10 1.3 10 95,453 10 120,450
Berkshire stock is flat this year after 2017E EPS $11,537 11 1.1 11 99,860 11 141600
gaining 23% in 2016. Berkshire surged in 200,000
2018E EPS $13,082 12 1.2 12 114,214 12 134.060
the postelection Donald Trump rallyironic, 13 1.3 13 134,973 13 177,900
2017E P/E 21.3 1.5 146,186 226,000
given Buffetts support of Hillary Clinton 160,000 14 14 14
2018E P/E 18.8 15 1.3 15 155,501 15 197,800
because of its economic exposure and its
16 1.4 16 172,108 16 244,121
status as a major beneficiary of a lower cor- Dividend None 120,000
17* 1.3 17* 189,000 17 245,800
porate-tax rate. Berkshire is down 8% from E=Estimate 13 14 15 16 17 *Based on current price and estimated year-end book value Sources: Bloomberg; company reports
Rolfe considers this a first-class prob-

lem and thinks the company should lift its An engaged Buffett shows no desire to retire and seems intent on finding what he has
buyback threshold now, which would still
allow it to repurchase stock at a discount to called an elephant-size acquisition to put a dent in Berkshire Hathaways cash hoard
his estimate of intrinsic value.
The current buyback threshold of 1.2 and boost the companys earnings power.
times book, now about $214,000 per Class A
share, has effectively put a floor under the
stock, since investors figure that Berkshire
stands ready to aggressively buy stock at a third. The companys $28 billion invest- Nothing in life distracts him from build- shire stock, despite his having given away
that level. Looking out toward the end of ment in Kraft Heinz has been a big winner ing Berkshires intrinsic value on a per 40% of his shares, mostly to the Bill and
2018, book could hit $200,000 a share, put- and now is worth almost three times Berk- share basis, Russo says. The per-share Melinda Gates Foundation, since 2006.
ting a potential floor on the shares around shires cost. emphasis is critical to Berkshires success. Theres understandable concern about
current levels if book-value growth pans Berkshire exemplifies, better than any the post-Buffett Berkshire, given his incom-
out. Barclays Gelb projects year-end 2018 company I know, a willingness to make Buffett is loath to issue stock for acquisi- parable record. The likely leadership struc-
book at about $204,000 a share. investments that involve short-term pain in tions, preferring cash. In his latest annual ture will involve an as-yet-unnamed CEO,
Munger said Berkshire could do a return for long-term gain, says Thomas letter, Buffett highlighted an impressive with Buffetts son Howard as nonexecutive
$150 billion deal. Buffett responded that hes Russo, a partner at Gardner Russo Gardner. statistic: Since the company began redirect- chairman. Two current investment manag-
a little more conservative, but allowed Russo, a longtime Berkshire holder, says ing its cash flow to buying businesses in 1999, ers, Ted Weschler and Todd Combs, who
that Berkshire is capable of a very, very that approach is illustrated by Berkshires its net income from operations has risen to oversee more than $20 billion of equities,
big deal. Finding a big deal wont be easy, recent move, in Buffetts words, to put our almost $18 billion from under $1 billion, with will probably take control of the entire in-
given Buffetts valuation discipline, an vestment portfolio while playing an advisory
elevated stock market, and the companys role with the new CEO.
refusal to participate in auctions. Munger Buffett, who has been highly critical of
said Berkshire probably needs to look on professional money managers, particularly
higher branches because there isnt much those who run hedge funds, for their fees,
low-hanging fruit. favorably noted at the meeting that Combs
Risks with Berkshire include a sharp and Weschler earn a relatively modest
stock market selloff that would depress its $1 million annually, getting a bonus only if
equity portfolio and book value, although they beat the S&P 500.
Berkshire probably would hold up better
than the market in a downturn, due to its We handicap Greg Abel, the head of
financial strength and ability to invest Berkshire Energy, as noted above, as the fa-
when others are fearful, as was the case in vorite to take over for Buffett. Berkshire En-
2008. ergy had net income of $2.5 billion last year,
Buffett also addressed a longstanding making it one of the largest utilities in the
investor fear: that the stock will plunge country. The other oft-mentioned candidate
immediately after his death. I think the is Ajit Jain, who is 65 and lacks experience
stock is more likely to go up if I die running a large organization. Buffett indi-
tonight, he said, explaining that Wall cated at the meeting that his successor could
Street might start speculating about a be named while hes still alive. The longer he
breakup of the vast, decentralized com- stays CEO, the higher those chances.
pany based on the view that the sum of While prospects for corporate tax reduc-
the parts would be worth more than the tion have dimmed with Trumps fortunes,
whole. Buffett has resisted unloading busi- Berkshire would be a big winner if it hap-
Barrons tips Greg Abel, left, to step into Warren Buffetts legendary shoes as CEO.
nesses. pens. At a 20% corporate tax rate, Berk-
The unwritten compact that Buffett has shires book value could see a 9% boost from
made with business sellers is that Berkshire foot to the floor and rapidly expand Geicos just an 8.3% rise in the share count. a reduction in its deferred tax liabilities, and
would treat their operations like the Mona customer base this year. Berkshire remains underrepresented in its earnings could rise about 15%, estimates
Lisa, in contrast to what he and Munger see Geico expanded its policyholders by institutional portfolios. Many big investors Barclays Gelb. Those tax liabilities stem
as the more rapacious, buy-and-flip ap- 700,000 in the first four months of this want direct access to management, and Buf- largely from unrealized gains in the com-
proach of private equity. The likelihood is yearcompared with roughly 300,000 in all fett rarely obliges. The company holds no panys equity portfolio. A lower tax rate
that a post-Buffett Berkshire wont break of last yearto a total of more than 15 mil- earnings conference calls or investor days, would reduce the liability, boosting share-
up, given a Buffett-friendly board that in- lion because of favorable conditions in the aside from the annual meeting, and has little holder equity.
cludes Microsoft co-founder Bill Gates. auto insurance market. Premiums are rising analyst coverage, a reflection in part of the With a combination of offensive and
to reflect higher claims, in part the result of companys complexity. defensive qualities, Berkshire is a good bet
Buffett also could crow about Berk- texting drivers. Berkshire is willing to Buffett has said Berkshires ample and to top the S&P 500 in the coming years
shires big, new successful investment in accept losses in the first year of the policies, diversified earnings and financial strength although the gap is apt to be closer to one
Daniel Acker/Bloomberg
Apple, now worth $20 billion. Thats a nice reflecting acquisition costs, including adver- ought to make it an ideal choice for pension or two percentage points, which has been
change, given that Berkshires longstanding tising, to get customers who should be prof- funds and endowments, but theres scant the experience over the past 10 and 20
major equity investments, including Ameri- itable over the long term. Russo estimates interest. And Berkshire is a bargain com- years, than the staggering 11-point advan-
can Express, Coca-Cola, IBM, and Wells the loss on a new policy at $250 annually, pared with hedge funds, with Buffett still tage over Buffetts 52-year tenure. Berk-
Fargo, all trail the S&P 500 in the past five but the subsequent payback could be $2,000 earning a salary of just $100,000 annually. shire doesnt need Buffett to remain a good
years. Berkshire has cut its IBM stake by per policy. His net worth is over $70 billion in Berk- investment.
SPECIAL REPORT
The Barrons
500
AmerisourceBergen
tops our operating
performance gauge
again, just ahead of
AbbVie and Marriott.
SMOOTH
OPERATORS
by Lawrence C. Strauss
AmerisourceBergen
CEO Steven Collis
F
or the second straight year, AmerisourceBergen, a large drug Wall Streets concerns about pricing pressure on branded and ge-
distributor, finished at the top of the Barrons 500. neric drugs. And the worries look warranted: Earnings are expected
One could quip that the company needs some good news, given to rise just 4% in the current fiscal year, well below last years double-
the 25% drop in its shares in 2016. Like its rivals Cardinal Health digit gain. Nonetheless, Amerisource netted high returns on invested
(No. 7) and McKesson (No. 73), Amerisource has been buffeted by capital in 2016, and managed an 8% increase in salesno mean feat
Dave Moser
500
Our annual ranking measures
in an economy growing just 2% a year.
Whats more, it has a durable business
Global hotel and resort operator
Marriott International (MAR) came in The operating performance, based on cash
model, acting as a middleman between drug
manufacturers and drug sellers, including
third, one spot higher than it did a year ago,
powered by its robust pace of hotel open-
Barrons flow and revenue growth. The best
performers get an A; the worst, an F.
pharmacies and hospitals. ings around the world. Sun Life Financial
CASH-FLOW-BASED
Amerisource (ticker: ABC) is a key cog (SLF), a Canadian financial-services outfit RETURN ON INVESTMENT Sales
within the pharmaceutical industry, as many offering health and life insurance, took RANK 3-Year 2016 vs. Growth
2017 2016 Company / Ticker Median 3-Year Median 2016* GPA
other supply-chain participants are depen- fourth place, and home builder NVR (NVR)
dent upon its services for streamlined prod- ranked No. 5, evidence of an improving 1. 1. AmerisourceBergen / ABC A A A 4.00
uct distribution and procurement, notes housing market. 2. 32. AbbVie / ABBV A A A 4.00
Vishnu Lekraj, a Morningstar analyst. Social-media giant Facebook (FB) 3. 4. Marriott International / MAR A A A 4.00
Helping the company weather recent con- moved up to No. 6 from the 10th spot last 4. 118. Sun Life Financial / SLF A A A 4.00
cerns about pricing is its strong position in year, as its advertising sales, mainly on 5. N.R. NVR / NVR A A A 4.00
the distribution of specialty drugs for cancer, mobile devices, continued marching upward. 6. 10. Facebook / FB A A A 4.00
multiple sclerosis, and other diseases. That Facebooks 2016 sales rose by 54%, to $27.6
7. 100. Cardinal Health / CAH A A A 4.00
business has been expanding at a double- billion, and as of March 31 nearly two billion
8. 162. Alliance Data Systems / ADS A A A 4.00
digit clip. Sales growth, as it happens, is one people were using Facebook every month.
of three components in our annual ranking, No. 246 Rockwell Collins (COL), which 9. N.R. Intercontinental Exchange / ICE A A B 3.67
which spotlights companies that do the best makes aviation products, is the smallest 10. 3. Altria Group / MO A A B 3.67
job of boosting revenue and investing for company on this years list, with sales 11. N.R. Adobe Systems / ADBE B A A 3.67
growth. Under Chairman and CEO Steven around $5.3 billion. 12. 31. Texas Instruments / TXN A A B 3.67
H. Collis, Amerisource earned an A in each 13. 41. Boston Scientific / BSX B A A 3.67
componentthe other two relate to cash- Forty names changed this year, as compa- 14. 67. Hormel Foods / HRL A A B 3.67
flow-based returns on investmentone of nies dropped off the list, owing to sales or 15. 150. Newell Brands / NWL B A A 3.67
only eight companies to do so. acquisitions. Starwood Hotels & Resorts, for 16. N.R. First American Financial / FAF B A A 3.67
instance, was purchased by Marriott in Sep-
17. 224. CDW / CDW A A B 3.67
The Barrons 500 is an exclusive ranking tember. And Abbott Laboratories (No. 252)
18. 19. Applied Materials / AMAT B A A 3.67
of the 500 largest publicly traded compa- snatched up St. Jude Medical in January.
nies, measured by reported sales in the After a year of depressed oil prices, 19. 64. NCR / NCR A A B 3.67
latest fiscal year, whose primary stock list- energy companies, such as Marathon Oil 20. N.R. Willis Towers Watson / WLTW A A B 3.67
ing is in the U.S. or Canada. Compiled by (MRO), Hess (HES), and Transocean (RIG), 21. 18. Home Depot / HD B A A 3.67
HOLT, a unit of Credit Suisse, it compares didnt have the requisite revenue to remain 22. 53. Stryker / SYK B A A 3.67
companies based on three equally weighted in our listing. Not surprisingly, 10 of the 23. 20. Centene / CNC B A A 3.67
factors: median three-year cash-flow-based lowest-ranked names were in energy, with 24. 14. Accenture / ACN A A B 3.67
return on investment, or CFROI; the one- Halliburton (HAL) finishing last, at No. 500. 25. 154. Amphenol / APH A A B 3.67
year change in CFROI relative to the three- Among our newcomers are electric-car 26. 123. Danaher / DHR A A B 3.67
year median; and sales growth in the latest maker Tesla (TSLA), at No. 376, and re-
27. 80. CGI Group / GIB A A B 3.67
fiscal year. The cash-flow metric is an inter- gional banks KeyCorp (KEY, No. 155) and
nal rate of return developed by HOLT. Top M&T Bank (MTB, No. 110). All three had 28. 35. Thermo Fisher Scientific / TMO A A B 3.67
performances in any of the three measures sharp gains in sales in 2016. 29. 21. OReilly Automotive / ORLY A B A 3.67
get an A; bottom showings, an F, with per- Seven tech companies and four health- 30. 101. Celgene / CELG A B A 3.67
formances in the middle rated B, C, or D. care concerns placed in the top 20. Utilities, 31. 28. UnitedHealth Group / UNH A B A 3.67
To earn an A in the sales-growth cate- on the other hand, had an average ranking 32. 11. Constellation Brands / STZ A B A 3.67
gory, companies needed a sales gain of at of 378. 33. 26. Cognizant Tech Solutions / CTSH A B A 3.67
least 5.97% this yearmore than one per- There were some big swings for individual 34. 24. Toronto-Dominion Bank / TD A B A 3.67
centage point above the minimum in last companies, such as Gilead Sciences (GILD), 35. 5. Reynolds American / RAI A A C 3.33
years rankings. That helps to explain the which plunged to No. 382 from last years
36. N.R. Activision Blizzard / ATVI B A B 3.33
pronounced tilt at the top of our list toward No. 2, owing to a falloff in cash-flow-related
37. N.R. Leidos Holdings / LDOS B A B 3.33
tech and health-care companies. HOLT used return on investment and a 7% decline in
pro forma sales growth for companies that sales. Gileads hepatitis C drugs, notably 38. 30. Omnicom Group / OMC A A C 3.33
made acquisitions in the latest fiscal year, Harvoni and Sovaldi, have come under pric- 39. 107. Zimmer Biomet Holdings / ZBH A A C 3.33
adjusting sales to reflect the full-year ing pressure as more competitors emerge. 40. 39. Marsh & McLennan / MMC A A C 3.33
impact of such transactions. For more on Regional bank Fifth Third Bancorp 41. 287. J.M. Smucker / SJM A A C 3.33
the rankings methodology, see page 29. (FITB) finished at No. 443, down from No. 84 42. 124. Masco / MAS B A B 3.33
AmerisourceBergen is one of three a year ago. It scored a D in both cash-flow 43. 155. Fidelity National Info Svcs / FIS A A C 3.33
health-care companies in this years top 10. categories, and its revenue fell 3%. 44. 13. FNF Group / FNF B A B 3.33
Pharma powerhouse AbbVie (ABBV), Apple (AAPL) had a pedestrian showing 45. 42. Interpublic Group / IPG B A B 3.33
ranked No. 2, up from No. 32 last year, at No. 380, versus No. 59 a year ago, hurt
46. 73. Illinois Tool Works / ITW A A C 3.33
helped by sales of its blockbuster drug by lower sales compared with 2015. Also,
Humira, and Cardinal (CAH) ranked No. 7. having $257 billion of cash and marketable N.R.=Not Ranked. *Sales in most recent fiscal year. Source: Credit Suisse HOLT

RANK
2017 2016 Company / Ticker
3-Year 2016 vs.
Growth
2016* GPA
Facebooks operating profit margins climbed to 41%
47. 40. AON / AON A A C 3.33 in the latest quarter, from 37% a year earlier.
48. 22. Nike / NKE B A B 3.33
49. 121. Mohawk Industries / MHK C A A 3.33
50. 202. CBS / CBS B A B 3.33 securities is a big mountain to climb when it revenue growth. Specialty drugs, many of
51. 6. Wyndham Worldwide / WYN A A C 3.33 comes to generating returns. Thats because which are administered in clinical settings,
52. 82. iHeartMedia / IHRT A A C 3.33 that amount goes into the denominator of, such as doctors offices, have good profit mar-
53. 129. Northrop Grumman / NOC B A B 3.33 say, a return-on-equity calculation. gins because they often require extra atten-
54. 48. Ingersoll-Rand / IR A A C 3.33
Big gainers on the upside included tion; they might come in special packaging or
natural-gas company Oneok (OKE), which have to be stored at specific temperatures.
55. 223. Discovery Communications / DISCA A A C 3.33
went from No. 461 to No. 134; automotive- Specialty drugs account for roughly 20% of
56. 12. CBRE Group / CBG A A C 3.33
system maker Magna International (MGA), the companys distribution business.
57. 52. Lowes / LOW C A A 3.33 at No. 96, up from No. 416; and pharmaceuti- Another potential growth driver is
58. 46. Principal Financial Group / PFGT B A B 3.33 cal giant Eli Lilly (LLY), which rose to biosimilar drugs. Says CEO Steven Collis,
59. 61. Prudential Financial / PRU B A B 3.33 No. 198 from 454th. Lilly had sales growth of We are encouraged by what we have seen
60. 55. Starbucks / SBUX B B A 3.33 6.3%, good for an A in that category. so far in this early stage of biosimilar intro-
61. 56. CVS Health / CVS B B A 3.33 The Barrons 500 is best viewed as a guide ductions to the U.S. health-care system.
62. N.R. Fiserv / FISV A B B 3.33 to companies that made the most of their Analysts expect profit growth to slow to
63. 133. Colgate-Palmolive / CL A B B 3.33 assets, the cost of which is a key input in $5.86 a share this fiscal year, up only about
HOLTs calculations. The ranking doesnt 4% from 2016. But profits are expected to
64. 296. Reinsurance Group of America / RGA C A A 3.33
necessarily reflect the views of Credit Suisse jump 8% next year, to $6.34 a share.
65. 78. Walt Disney / DIS B B A 3.33
equity analysts.
66. N.R. Booz Allen Hamilton Holding / BAH A B B 3.33 Here are some top performers, and how Facebook
67. 225. Laboratory Corp. of America / LH A B B 3.33 they plan to keep the good times rolling: Social-media behemoth Facebook contin-
68. 152. Charles Schwab / SCHW B B A 3.33 ues to churn out record results. Its operat-
69. N.R. Ardagh Group / ARD B B A 3.33 AmerisourceBergen ing profit margins climbed to 41% in the
70. 91. Henry Schein / HSIC A C A 3.33 At first glance, AmerisourceBergen latest quarter, from 37% a year earlier.
71. 145. Bank of Montreal / BMO B B A 3.33 shouldnt have repeated as No. 1 in this Facebook earned $1.04 a share in the
72. 98. Discover Financial Services / DFS A B B 3.33 years ranking. For one thing, there was its period, up from 60 cents, on revenue that
73. 165. McKesson / MCK A C A 3.33 stocks swoon, reflecting concerns that rose 49%, to $8 billion. In addition, monthly
branded drug prices would be squeezed and active users rose 17%.
74. 7. Biogen / BIIB A C A 3.33
that generics are experiencing deflation. The Theyve continued to evolve, keep those
75. 87. Royal Bank of Canada / RY A C A 3.33
company recently told analysts that it ex- users, grow from there, and monetize
76. 303. PulteGroup / PHM D A A 3.00 pects generic pries to fall by
77. 37. Lear / LEA B A C 3.00 7% to 9% this year, while
78. 44. Western Union / WU A A D 3.00 branded-drug prices could in- AbbVie CEO
79. N.R. Nvidia / NVDA D A A 3.00 crease by 7% to 9%. Rick Gonzales
80. 62. Liberty Interactive / QVCA A A D 3.00 Yet things might be looking
81. 66. Kraft Heinz / KHC A A D 3.00 up. The stock has recovered
82. 77. Chicago Bridge & Iron / CBI A A D 3.00 some lost ground, having re-
83. N.R. Conduent / CNDT A A D 3.00
turned 15% year to date. It was
trading Thursday at $86.69 and
84. 256. Tenneco / TEN C A B 3.00
yields 1.7%. Amerisource,
85. 119. Lennar / LEN D A A 3.00
which doesnt have heavy capi-
86. 106. D.R. Horton / DHI D A A 3.00 tal expenses, is buying back
87. 180. Owens Corning / OC D A A 3.00 shares. In its most recent fiscal
88. N.R. Burlington Stores / BURL D A A 3.00 year, it repurchased about $2.3
89. 65. Southwest Airlines / LUV C A B 3.00 billion of common stock.
90. 51. Hanesbrands / HBI B A C 3.00 Along with McKesson
91. 29. salesforce.com / CRM C B A 3.00 (MCK) and Cardinal Health,
92. 43. Sherwin-Williams / SHW B B B 3.00 Amerisource operates in an
industry with secular tailwinds,
93. 16. General Dynamics / GD A B C 3.00
among them an aging popula-
94. N.R. Robert Half International / RHI B B B 3.00
tion whose use of prescription
95. 45. Stanley Black & Decker / SWK A B C 3.00 drugs is rising. In its latest
96. 416. Magna International / MGA C B A 3.00 quarter, the company earned
97. 88. Hershey / HSY A B C 3.00 an adjusted $1.77 a share, up
98. 79. Comcast / CMCSA C B A 3.00 5.4% year over year, as revenue
Courtesy of AbbVie
99. 157. VF / VFC A B C 3.00 climbed 4.1%, to $37.1 billion.

100. N.R. American Tower / AMT B B B 3.00 The AmerisourceBergen
101. N.R. Patterson Cos. / PDCO B B B 3.00 unit that distributes specialty
102. 158. Amazon.com / AMZN C B A 3.00
drugs just marked its 13th con-
secutive quarter of at least 10%
Marriott CEO The Barrons 500 CASH-FLOW-BASED

Arne Sorenson RANK 3-Year 2016 vs. Growth
103. 205. BB&T / BBT C B A 3.00
104. 161. VMware / VMW B C A 3.00
105. 75. Emcor Group / EME B C A 3.00
106. 156. TJX / TJX B C A 3.00
107. 81. Amgen / AMGN B C A 3.00
108. 97. Ross Stores / ROST B C A 3.00
109. 159. Dollar General / DG B C A 3.00
110. N.R. M & T Bank / MTB C B A 3.00
111. 95. Tractor Supply / TSCO B C A 3.00
112. 220. Bank of Nova Scotia / BNS B C A 3.00
113. 96. Capital One Financial / COF B C A 3.00
114. 99. Quintiles IMS Holdings / Q A D A 3.00
115. 339. Aflac / AFL A D A 3.00
116. N.R. CalAtlantic Group / CAA F A A 2.67
117. 273. Yum! Brands / YUM B A D 2.67
118. 178. Becton Dickinson / BDX C A C 2.67
119. 211. Darden Restaurants / DRI D A B 2.67
users, says Margaret Vitrano, a portfolio ings expected next year. We still think
120. 115. Kindred Healthcare / KND C A C 2.67
manager of the ClearBridge Large Cap theres upside, says Vitrano. The ad busi-
Growth fund. That makes for a sticky, prof- ness is highly profitable, with very good 121. 340. WellCare Health Plans / WCG D A B 2.67
itable business. incremental margins and returns. 122. 302. Pfizer / PFE C A C 2.67
The big growth driver remains Face- 123. 90. Medtronic / MDT C A C 2.67
books news feed, which tailors content and Marriott International 124. 126. American Financial Group / AFG D A B 2.67
advertisements for individuals on its legacy The worlds largest hotel operator has 125. 105. Aecom / ACM B A D 2.67
social-media platform. been consistent of late, so it shouldnt come 126. 448. Steel Dynamics / STLD D A B 2.67
Video, in both user posts and ads, plays as a surprise that it is in our top five. 127. 120. JetBlue Airways / JBLU D A B 2.67
an increasingly important role, although the Underlying that consistency are strong 128. 189. T-Mobile US / TMUS F A A 2.67
company doesnt break out what it contrib- financial results, including double-digit earn-
129. 70. Walgreens Boots Alliance / WBA C A C 2.67
utes to revenue. ings growth and plenty of excess cash flow.
The legacy Facebook network remains Adjusted to reflect its $13 billion acqui- 130. N.R. Builders FirstSource / BLDR D A B 2.67
the major landing spot for advertising, but sition of Starwood Hotels & Resorts World- 131. 236. General Motors / GM D B A 2.67
the company has said it expects the ad load wide last September, Marriott earned $1.01 132. 71. Twenty-First Century Fox / FOXA A B D 2.67
the number and frequency of ads appearing a share in this years first quarter, versus 133. 321. Bristol-Myers Squibb / BMY D B A 2.67
in the news feedto be a less significant 73 cents a year earlier, on flattish year-over- 134. 461. Oneok / OKE D B A 2.67
growth driver later in the year. year revenue growth, to about $5.6 billion. 135. 235. Regions Financial / RF D A B 2.67
Also boosting revenue are increased The Starwood deal, among other things, 136. 116. ManpowerGroup / MAN B B C 2.67
demand from advertisers; a rising number of gives Marriott a bigger and more powerful 137. N.R. Citizens Financial Group / CFG F A A 2.67
users; and Instagram, which Facebook loyalty program because of its size and the
138. 112. Alaska Air Group / ALK C B B 2.67
bought in 2012. During the companys first- breadth of choice we offer the consumer,
139. 249. Synnex / SNX C B B 2.67
quarter earnings call this month, its chief op- says Arne Sorenson, the companys CEO
erating officer, Sheryl Sandberg, said that since 2012 and the first person to hold that 140. 193. United Parcel Service / UPS C B B 2.67
Facebook is pretty excited to have one mil- title without the Marriott surname. 141. 281. Live Nation Entertainment / LYV D B A 2.67
lion advertisers and eight million Instagram The acquisition, paid for largely in stock, 142. 357. Waste Management / WM C B B 2.67
business profiles on the platform. also brings some prestigious brands into 143. 325. AutoLiv / ALV C C A 2.67
Facebook has come under criticism over the Marriott fold, such as St. Regis and 144. 149. HCA Holdings / HCA B C B 2.67
posts containing violent content and fake W Hotels, along with expected synergies, 145. 135. Delphi Automotive / DLPH B C B 2.67
news. In response, it plans to add 3,000 work- including an estimated $250 million at the 146. 213. Raytheon / RTN B C B 2.67
ers to its community operations team, which corporate level. In all, the company now 147. 260. Unum Group / UNM C B B 2.67
already employs 4,500, to help us get better operates 30 brands, from Courtyard at the
148. 58. Clorox / CLX A C C 2.67
at removing things we dont allow on Face- lower end to St. Regis at the higher. Were
149. 151. Raymond James Financial / RJF C B B 2.67
book, like hate speech and child exploitation, going to keep them, says Sorenson.
co-founder and CEO Mark Zuckerberg wrote Marriott is a cash-flow machine, and it 150. 195. AutoNation / AN B C B 2.67
in a recent post. has plenty to return to shareholders 151. 132. Group 1 Automotive / GPI B C B 2.67
Another concern: the accuracy with which though last year that was curtailed by the 152. 450. Manulife Financial / MFC C C A 2.67
Andrew Harrer/Bloomberg
Facebook gauges the number of clicks on Starwood deal. Joe Greff, an analyst at 153. N.R. Lam Research / LRCX C C A 2.67
marketers websites. The company just JPMorgan, estimates that the company will 154. 76. Carmax / KMX B C B 2.67
announced refunds for some advertisers who hand out nearly $2.6 billion to shareholders 155. N.R. KeyCorp / KEY C C A 2.67
were shortchanged. this year, or about 6% of its current market 156. 94. L Brands / LB B C B 2.67
As of Thursday, Facebook shares had value, mostly via share repurchases.
157. 233. Suntrust Banks / STI C C A 2.67
rallied 26% in a year, to $147.66. They trade The hotelier relies heavily on fees, split
158. 92. Alphabet / GOOGL B D A 2.67
around 24 times the $6.08 a share in earn- roughly between properties it manages and

RANK 3-Year 2016 vs. Growth
159. 228. DaVita / DVA A D B 2.67
160. 60. Anthem / ANTM B D A 2.67
161. 103. AutoZone / AZO A D B 2.67
162. 169. Synchrony Financial / SYF A F A 2.67
163. 23. Automatic Data Processing / ADP A F A 2.67
164. 25. Expedia / EXPE A F A 2.67
165. 27. Progressive / PGR A F A 2.67
166. 102. Jones Lang LaSalle / JLL A F A 2.67
167. 163. Priceline Group / PCLN A F A 2.67
168. 57. Mastercard / MA A F A 2.67
169. N.R. AmTrust Financial Services / AFSI A F A 2.67
170. 299. Carnival / CCL F A B 2.33
171. 390. HP Inc. / HPQ B A F 2.33
172. N.R. US Foods Holding / USFD C A D 2.33
Facebook CEO
173. 170. XPO Logistics / XPO C A D 2.33 Mark Zuckerberg
174. 230. Ally Financial / ALLY D A C 2.33
175. 49. Boeing / BA C A D 2.33
176. N.R. Arris International / ARRS C A D 2.33 those it franchises. It owns or leases only and Humira has maintainedor gained
177. 247. Best Buy / BBY D A C 2.33 about 2% of the 6,100 hotels, in 124 coun- market share in that time.
178. 274. Campbell Soup / CPB B B D 2.33 tries, in its portfolio. That model provides a Scott Davis, head of income strategies at
179. 104. Spirit Aerosystems Holdings / SPR C B C 2.33 lot of recurring revenue, financial stability, Columbia Threadneedle Investments, main-
180. 108. Sealed Air / SEE B B D 2.33 and somewhat of a buffer in economic down- tains that because doctors are so familiar
turns. The company maintains that it can with Humira, introduced more than a decade
181. 139. Huntington Ingalls Industries / HII C B C 2.33
raise its fees, which totaled nearly $2.9 bil- ago, it wont be easily dislodged, especially
182. 239. PPG Industries / PPG C B C 2.33
lon in 2016, about 7% per annum over the for patients already using it. And he doesnt
183. 242. Avery Dennison / AVY C B C 2.33
next few years. As part of its asset-light expect a real threat from biosimilars until
184. N.R. Toll Brothers / TOLL F B A 2.33 strategy, Marriott recently sold Starwood 2019, giving AbbVie breathing room to come
185. 176. Bank of America / BAC D A C 2.33 legacy properties in Maui, Hawaii (Westin), up with other products, on its own or
186. 197. Owens & Minor / OMI C B C 2.33 and San Francisco (St. Regis). through acquisitions or other deals. Says
187. 268. Chubb / CB B B D 2.33 Marriotts biggest growth driver now is Davis: Humira is such a gangbuster drug. It
188. 179. Mondelez International / MDLZ B B D 2.33 adding hotel rooms, which its doing rapidly. still generates high sales and profitability,
189. 311. Kimberly-Clark / KMB B B D 2.33 As of March 31, it planned to add 420,000, and it does give them the ability to deliver
190. 134. Costco Wholesale / COST C B C 2.33 about 40% of which already are under con- other drugs and to buy other companies.
191. N.R. Brookfield Property Partners / BPY F B A 2.33 struction. The additions would equal a bit In 2016, the company spent nearly
less than a third of its existing room base. $4.4 billion on research and development, up
192. 17. Express Scripts Holding / ESRX A C D 2.33
about 2% from the previous years total.
193. 212. Performance Food Group / PFGC C C B 2.33
AbbVie AbbVie has made good progress in
194. 113. Old Republic International / ORI D B B 2.33
This pharmaceutical maker doesnt get immunology and oncology, where it focuses
195. 194. Honeywell International / HON B C C 2.33 much respect from investors. Its stock on blood cancers and solid tumors. One of
195. 200. LKQ / LKQ B C C 2.33 fetches less than 12 times the $5.53 that its products, Imbruvica, treats chronic-
197. 422. Celestica / CLS D C A 2.33 analysts expect it to earn this year. Yet its lymphocytic leukemia and mantel cell
198. 454. Eli Lilly / LLY D C A 2.33 No. 2 in this years Barrons 500, testament lymphoma. Its sales totaled $1.8 billion last
199. 272. Bank of New York Mellon / BK C C B 2.33 to its strong profitability and sales growth. year, more than double 2015s total. Davis
200. 203. Republic Services / RSG C C B 2.33 Why the disconnect? believes it will be used in other applications,
201. 186. 3M / MMM B C C 2.33 Investors worry that AbbVie, spun off hiking its annual sales to $5 billion by 2020.
202. 136. Foot Locker / FL C C B 2.33 from Abbott Laboratories (ABT) at the Two promising drugs in the pipeline are
start of 2013, is too dependent on Humira, its risankizumab and upadacitinib, for conditions
203. 74. Arrow Electronics / ARW B C C 2.33
blockbuster anti-inflammatory for rheuma- such as rheumatoid arthritis and psoriasis.
204. 125. Core-Mark Holding / CORE D C A 2.33
toid arthritis, Crohns disease, and other con- Davis sees the company generating about
205. 69. Lithia Motors / LAD C C B 2.33
ditions. Humiras global sales totaled $16 bil- $5.80 a share in free cash flow this year, well
206. 185. IBM / IBM A C D 2.33 lion last year, generating about two-thirds of above its expected $5.53 in earnings. And the
207. 314. Johnson & Johnson / JNJ B D B 2.33
Lino De Vallier/Xinhua/eyevine/Redux
AbbVies revenue and an even higher portion stock sports an attractive yield of 3.9%.
208. 83. Universal Health Services / UHS C D A 2.33 of its profits. Analysts expect Humira sales
209. 271. U.S. Bancorp / USB B D B 2.33 to crest next year around $19.2 billion before Applied Materials
210. 208. Wells Fargo / WFC B D B 2.33 starting to slide, as rivals chip away. Technology companies were a major
211. 142. JPMorgan Chase / JPM B D B 2.33 The company didnt make its CEO, Rich- force in this years ranking, having enjoyed
212. 217. Este Lauder / EL B D B 2.33 ard Gonzalez, available for this story. But in a strong performance in 2016.
213. 276. eBay / EBAY B D B 2.33 a written response to questions, he noted, One was No. 18 Applied Materials
Over the past five years, there have been (AMAT), whose largest business involves
214. 47. Nielsen Holdings / NLSN A D C 2.33
more than a dozen new competitors intro- making highly sophisticated tools to manu-
215. 282. Thomson Reuters / TRI A D C 2.33
duced across the three market segments, facture semiconductor chips and liquid-crys-
tal and other displays for The Barrons 500 CASH-FLOW-BASED

RANK 3-Year 2016 vs. Growth
TVs, smartphones, tablets, Applied Materials 2017 2016 Company / Ticker Median 3-Year Median 2016* GPA
and personal computers. CEO Gary Dickerson
216. 342. Aramark / ARMK A D C 2.33
Demand has been
217. 166. HD Supply Holdings / HDS A F B 2.33
strong. The company
earned $1.75 a share in its 218. 93. Dr Pepper Snapple Group / DPS A F B 2.33
fiscal year ended last 219. 15. Aetna / AET A F B 2.33
October, versus $1.19 a 220. 8. Arthur J Gallagher / AJG A F B 2.33
year earlier, and analysts 221. 196. Travelers / TRV A F B 2.33
see $2.97 this year. 222. 164. Visa / V A F B 2.33
The shift from depend- 223. 9. S&P Global / SPGI A F B 2.33
ing on Microsoft upgrad- 224. 111. Tyson Foods / TSN C A F 2.00
ing [its] operating sys- 225. 171. J.C. Penney / JCP F A C 2.00
tems for personal 226. 414. Univar / UNVR B B F 2.00
computersa highly cycli-
227. 38. Expeditors Intl of Washington / EXPD B B F 2.00
cal businessto one more
228. 374. Liberty Global / LBTYA C B D 2.00
reliant on mobile devices,
has made our business 229. 245. Royal Caribbean Cruises / RCL F B B 2.00
stronger and less volatile, 230. 218. General Mills / GIS B B F 2.00
says CEO Gary Dickerson. 231. 243. Ingredion / INGR D B C 2.00
He adds that Applied Materials also is posi- improving financial performance, while ramp- 232. 270. TransCanada / TRP F B B 2.00
tioned to capitalize on innovations, such as ing up research-and-development spending, 233. 68. Delta Air Lines / DAL C B D 2.00
3-D memory, which entails building more which exceeded $1.5 billion in its last fiscal 234. 380. McDonalds / MCD C B D 2.00
storage capacity into chips by changing the year, 6% above the previous years level. 235. 411. Merck / MRK D B C 2.00
architecture. More data is being con- Applied Materials, whose stock yields 236. 331. Anixter International / AXE C B D 2.00
sumed, he says. The speed at which you 0.9%, is generating lots of cash and returning 237. 207. Insight Enterprises / NSIT D B C 2.00
can process that information is extremely some to shareholders. In its most recent fis-
238. 181. Verizon Communications / VZ D B C 2.00
important. cal year, it repurchased $1.9 billion of stock
239. 72. Asbury Automotive Group / ABG C B D 2.00
On his watch, the company has focused on and paid out $444 million of dividends.
240. 173. Johnson Controls Intl / JCI C B D 2.00
241. 360. Ryder System / R F B B 2.00

242. 471. CNA Financial / CNA F B B 2.00
How We Grade the Barrons 500 243.

244.
251.
253.
Morgan Stanley / MS
Coca-Cola / KO
D
B
B
C
C
D
2.00
2.00
245. 447. Teck Resources / TECK F C A 2.00
THE BARRONS 500 IS AN EXCLUSIVE RANK- data are based on the latest reported 246. N.R. Rockwell Collins / COL C C C 2.00
ing of the 500 largest publicly traded fiscal year, which for most companies is 247. 332. Kellogg / K B C D 2.00
companies, measured by reported sales in 2016. Each company is graded in three 248. 308. Telus / TU D C B 2.00
the latest fiscal year, with primary stock categories; the top quintile gets an A,
249. 215. Cisco Systems / CSCO C C C 2.00
listings in the U.S. or Canada. the bottom, an F. HOLT calculates the
250. 320. State Street / STT C C C 2.00
The survey is prepared by HOLT, a total grade-point average, or GPA, for
unit of Credit Suisse, which grades and each, with 4.0 the highest. When scores 251. 330. Newmont Mining / NEM F C A 2.00
ranks all companies on the basis of three are tied, the ranking is based on one- 252. 140. Abbott Laboratories / ABT C C C 2.00
equally weighted measures: median year CFROI relative to the three-year 253. 130. Tenet Healthcare / THC D C B 2.00
three-year return on investment, based median. 254. 258. Brookfield Asset Mgmt / BAM F C A 2.00
on a proprietary cash-flow metric called The Barrons 500 excludes companies 255. 138. Penske Automotive Group / PAG C C C 2.00
CFROI; the change in CFROI in the that are restating financial data or oper- 256. 206. United Natural Foods / UNFI D C B 2.00
latest fiscal year, relative to the three- ating under bankruptcy protection, or are 257. 324. PepsiCo / PEP B D C 2.00
year median; and sales growth in the considered government-sponsored enti- 258. 144. J.B. Hunt Transport Services / JBHT C D B 2.00
latest fiscal year (adjusted, in the case of ties. Three-year CFROI for companies 259. 143. Charter Communications / CHTR D D A 2.00
cigarette companies, for taxes collected that have spun off units is calculated us-
260. N.R. Cincinnati Financial / CINF D C B 2.00
and remitted to the government). ing the parent companys data for the
261. 137. PVH / PVH B D C 2.00
HOLT bases sales growth on pro most recent year and historical data for
forma numbers in cases where companies both the parent and spinoff unit in the 262. 198. Genuine Parts / GPC B D C 2.00
reported adjusted sales data to reflect previous two years. The spun-off entitys 263. 131. Ecolab / ECL A D D 2.00
the full-year impact of acquisitions. CFROI is calculated using three-year 264. 188. Harley-Davidson / HOG B D C 2.00
HOLTs measure of cash-flow return data for the spinoff only. 265. N.R. Alleghany / Y F C A 2.00
Courtesy of Applied Materials

on investment strips out the effects of For this years ranking, HOLT 266. 289. Dollar Tree / DLTR C D B 2.00
inflation and adjusts for accounting changed its treatment of stock-based 267. 275. Netflix / NFLX D D A 2.00
distortions, including the capitalization compensation to better reflect the under- 268. 148. Jabil Circuit /JBL C D B 2.00
of research-and-development costs and lying economic impact. It is now ex- 269. 318. W.R. Berkley / WRB D D A 2.00
off-balance-sheet operating leases. For pensed, and has resulted in a change in 270. 127. Eaton / ETN A D D 2.00
financial companies, HOLT calculates the CFROI levels and valuation for some
271. 323. BorgWarner / BWA B D C 2.00
cash-flow return on tangible equity. All companies. LAWRENCE C. STRAUSS
272. 63. C.H. Robinson Worldwide / CHRW A D D 2.00

CASH-FLOW-BASED
RANK 3-Year 2016 vs. Growth RANK 3-Year 2016 vs. Growth
2017 2016 Company / Ticker Median 3-Year Median 2016* GPA 2017 2016 Company / Ticker Median 3-Year Median 2016* GPA
273. 264. Allstate / ALL C D B 2.00 330. 415. PBF Energy / PBF C F B 1.67
274. 187. Berkshire Hathaway / BRK.A D D A 2.00 331. 345. Oracle / ORCL. A F D 1.67
275. 328. Intel / INTC C D B 2.00 332. 229. BlackRock / BLK A F D 1.67
276. 284. Dicks Sporting Goods / DKS D D A 2.00 333. 290. Navistar International / NAV F A F 1.33
277. 222. Quest Diagnostics / DGX A F C 2.00 334. 354. Sprint / S F A F 1.33
278. 219. Sysco / SYY B F B 2.00 335. 240. Caseys General Stores / CASY D B F 1.33
279. 214. Everest Re Group / RE B F B 2.00 336. N.R. Olin / OLN F B D 1.33
280. 160. Realogy Holdings / RLGY A F C 2.00 337. 295. Veritiv / VRTV F B D 1.33
281. 227. PayPal Holdings / PYPL C F A 2.00 338. 257. Canadian Pacific Railway / CP D B F 1.33
282. N.R. Fortive Corp. / FTV A F C 2.00 339. 397. PPL / PPL F B D 1.33
283. 391. Philip Morris International / PM A F C 2.00 340. 232. Citigroup / C F A F 1.33
284. 226. First Data / FDC A F C 2.00 341. 368. AT&T / T F B D 1.33
285. 168. Santander Consumer USA Hldgs / SC A F C 2.00 342. 349. Goodyear Tire & Rubber / GT D B F 1.33
286. 449. Motorola Solutions / MSI D B D 1.67 343. 358. Kelly Services / KELYA F B D 1.33
287. 175. United Continental Holdings / UAL D B D 1.67 344. 364. Reliance Steel & Aluminum / RS C C F 1.33
288. 361. Crown Holdings / CCK C B F 1.67 345. 363. Dana / DAN D C D 1.33
289. 443. Celanese / CE D B D 1.67 346. 468. Williams Cos. / WMB F C C 1.33
290. 400. Dean Foods / DF D B D 1.67 347. 238. Sanmina / SANM F C C 1.33
291. 300. Air Products & Chemicals / APD D B D 1.67 348. 420. Staples / SPLS D C D 1.33
292. 401. Whirlpool / WHR D B D 1.67 349. 307. Ford Motor / F F C C 1.33
293. 362. American Electric Power / AEP F B C 1.67 350. 234. American Airlines Group / AAL D C D 1.33
294. 404. Nucor / NUE D B D 1.67 351. N.R. Avangrid / AGR F C C 1.33
295. 248. Ameriprise Financial / AMP D B D 1.67 352. 441. MGM Resorts International / MGM F C C 1.33
296. 174. Jacobs Engineering Group / JEC C B F 1.67 353. 445. AES / AES D C D 1.33
297. 399. Xcel Energy / XEL F B C 1.67 354. 365. Avis Budget Group / CAR F C C 1.33
298. 261. Signet Jewelers / SIG D B D 1.67 355. 372. Ameren / AEE F C C 1.33
299. 192. Canadian National Railway / CNI D B D 1.67 356. 141. Target / TGT C C F 1.33
300. 377. Host Hotels & Resorts / HST D C C 1.67 357. 306. Packaging Corp. of America / PKG D C D 1.33
301. 334. Rogers Communications / RCI D C C 1.67 358. 369. Duke Energy / DUK F C C 1.33
302. 376. PG&E / PCG F C B 1.67 359. 246. Level 3 Communications / LVLT F C C 1.33
303. 388. Lockheed Martin / LMT B C F 1.67 360. 263. TE Connectivity / TEL C D D 1.33
304. 262. BCE / BCE D C C 1.67 361. 252. Kroger / KR D D C 1.33
305. 309. FedEx / FDX F C B 1.67 362. 453. Owens-Illinois / OI D D C 1.33

306. 442. CenterPoint Energy / CNP D C C 1.67 363. 464. Edison International / EIX F D B 1.33
307. 326. Ball / BLL B C F 1.67 364. 469. DTE Energy / DTE F D B 1.33
308. 412. SpartanNash / SPTN D C C 1.67 365. 172. LyondellBasell Industries / LYB B D F 1.33
309. 265. Simon Property Group / SPG F C B 1.67 366. 383. MetLife / MET C C F 1.33
310. 430. Hewlett Packard Enterprise / HPE C C D 1.67 367. 177. Hartford Financial Services / HIG D D C 1.33
311. 409. Southern / SO F D A 1.67 368. 344. Microsoft / MSFT B D F 1.33
312. 279. Procter & Gamble / PG A D F 1.67 369. 319. Goldman Sachs Group / GS C D D 1.33
313. 190. PNC Financial Services Group / PNC D C C 1.67 370. N.R. Harris / HRS B D F 1.33
314. 86. United Rentals / URI B D D 1.67 371. 316. Sonic Automotive / SAH D D C 1.33
315. 283. Conagra Brands / CAG B D D 1.67 372. 381. Essendant / ESND D D C 1.33
316. 337. Lincoln National / LNC C C D 1.67 373. 184. Markel / MKL F D B 1.33
317. 327. Wal-Mart Stores / WMT C D C 1.67 374. 204. Advance Auto Parts / AAP B F D 1.33
318. 277. W.W. Grainger / GWW B D D 1.67 375. 285. Nordstrom / JWN C F C 1.33
319. 153. Whole Foods Market / WFM C D C 1.67 376. N.R. Tesla / TSLA F F A 1.33
320. 359. Textron / TXT D D B 1.67 377. 313. Dover / DOV A F F 1.33
321. 216. Bed Bath & Beyond / BBBY C D C 1.67 378. 109. Pilgrims Pride / PPC B F D 1.33
322. 146. Tech Data / TECD C D C 1.67 379. 341. Wesco International / WCC B F D 1.33
323. 286. Humana / HUM C D C 1.67 380. 59. Apple / AAPL A F F 1.33
324. 335. General Electric / GE B D D 1.67 381. 199. Viacom / VIAB A F F 1.33
325. 89. United Technologies / UTX B F C 1.67 382. 2. Gilead Sciences / GILD A F F 1.33
326. 210. Molina Healthcare / MOH D F A 1.67 383. 395. AK Steel Holding / AKS F B F 1.00
327. N.R. Southern Copper / SCCO D F A 1.67 384. 403. Frontier Communications / FTR F B F 1.00
328. 221. American Express / AXP A F D 1.67 385. 496. NRG Energy / NRG F B F 1.00
329. 384. Oshkosh / OSK C F B 1.67 386. 301. FirstEnergy / FE F C D 1.00

CASH-FLOW-BASED
RANK 3-Year 2016 vs. Growth RANK 3-Year 2016 vs. Growth
2017 2016 Company / Ticker Median 3-Year Median 2016* GPA 2017 2016 Company / Ticker Median 3-Year Median 2016* GPA
387. 255. Exelon / EXC F C D 1.00 444. 387. WestRock / WRK D D F 0.67
388. 439. Murphy USA / MUSA D C F 1.00 445. 402. CST Brands / CST D D F 0.67
389. 398. Weyerhaeuser / WY F C D 1.00 446. 352. Archer-Daniels-Midland / ADM D D F 0.67
390. 373. R.R. Donnelley & Sons / RRD D C F 1.00 447. 451. Genworth Financial / GNW F D D 0.67
391. 370. News Corp / NWSA F C D 1.00 448. 292. Tesoro / TSO D D F 0.67
392. 436. CMS Energy / CMS F C D 1.00 449. 473. Targa Resources / TRGP F D D 0.67
393. 366. CenturyLink / CTL F C D 1.00 450. 293. Valero Energy / VLO D D F 0.67
394. 310. Eversource Energy / ES F C D 1.00 451. 379. Dillards / DDS D F D 0.67
395. 480. Barrick Gold / ABX F C D 1.00 452. 423. Gap / GPS D F D 0.67
396. 406. Dominion Resources / D F C D 1.00 453. 291. Fairfax Financial Holdings / FRFHF F F C 0.67
397. 322. Community Health Systems / CYH D D D 1.00 454. 114. Paccar / PCAR C F F 0.67
398. 350. Dow Chemical / DOW D D D 1.00 455. 244. Xerox / XRX C F F 0.67
399. 446. Loews / L F C D 1.00 456. 298. Marathon Petroleum / MPC C F F 0.67
400. 437. Calpine / CPN F D C 1.00 457. 426. World Fuel Services / INT C F F 0.67
401. 407. DuPont / DD D D D 1.00 458. 455. Quanta Services / PWR D F D 0.67
402. N.R. Adient / ADNT C D F 1.00 459. 498. Freeport-McMoRan / FCX F F C 0.67
403. 182. Supervalu / SVU D D D 1.00 460. 427. NetApp / NTAP C F F 0.67
404. 297. Eastman Chemical / EMN C D F 1.00 461. 393. Western Digital / WDC C F F 0.67
405. 201. Avnet / AVT C D F 1.00 462. 250. HollyFrontier / HFC C F F 0.67
406. 440. Sempra Energy / SRE F D C 1.00 463. 429. Deere / DE C F F 0.67
407. 375. Praxair / PX D D D 1.00 464. 183. Micron Technology / MU C F F 0.67
408. 317. Kohls / LSS D D D 1.00 465. 433. National Oilwell Varco / NOV C F F 0.67
409. 259. Cummins / CMI C D F 1.00 466. 438. Kinder Morgan / KMI F D F 0.33
410. 353. Bunge / BG D D D 1.00 467. 463. Norfolk Southern / NSC F D F 0.33
411. 266. Parker-Hannifin / PH C D F 1.00 468. 304. NextEra Energy / NEE F D F 0.33
412. 371. Avon Products / AVP C D F 1.00 469. 444. International Paper / IP F D F 0.33
413. 312. Agrium / AGU D D D 1.00 470. 466. TravelCenters of America / TA F D F 0.33
414. 333. DISH Network / DISH F D C 1.00 471. 475. Leucadia National / LUK F D F 0.33
415. 209. GameStop / GME B F F 1.00 472. 477. Seaboard / SEB F D F 0.33
416. 386. Macys / M C F D 1.00 473. 408. Public Service Enterprise Group / PEG F D F 0.33
417. 267. Rockwell Automation / ROK B F F 1.00 474. 421. Windstream Holdings / WIN D F F 0.33
418. 191. Monsanto / MON B F F 1.00 475. 456. Plains GP Holdings / PAGP D F F 0.33
419. 419. Corning / GLW F F B 1.00 476. 394. Assurant / AIZ D F F 0.33
420. 434. Baxter International / BAX D F C 1.00 477. 452. Caterpillar / CAT D F F 0.33
421. 435. Mattel / MAT C F D 1.00 478. 405. Mosaic / MOS D F F 0.33
422. N.R. TreeHouse Foods / THS C F D 1.00 479. 231. XL Group / XL F F D 0.33
423. 288. Ralph Lauren / RL C F D 1.00 480. 424. Voya Financial / VOYA F F D 0.33
424. 389. Emerson Electric / EMR B F F 1.00 481. 432. Schlumberger / SLB D F F 0.33
425. 428. Las Vegas Sands / LVS C F D 1.00 482. 347. Phillips 66 / PSX F F F 0.00
426. 382. Western Refining / WNR B F F 1.00 483. 489. United States Steel / X F F F 0.00
427. 280. Franklin Resources / BEN B F F 1.00 484. 481. Exxon Mobil / XOM F F F 0.00
428. 457. AGCO / AGCO D F C 1.00 485. 486. Imperial Oil / IMO F F F 0.00
429. 385. Fluor / FLR C F D 1.00 486. 487. Devon Energy / DVN F F F 0.00
430. 343. Qualcomm / QCOM B F F 1.00 487. 484. Suncor Energy / SU F F F 0.00
431. 338. Seagate Technology / STX B F F 1.00 488. 493. Anadarko Petroleum / APC F F F 0.00
432. 356. Entergy / ETR F C F 0.67 489. 485. ConocoPhillips / COP F F F 0.00
433. 462. Huntsman / HUN F C F 0.67 490. 476. American International Group / AIG F F F 0.00
434. 467. Sears Holdings / SHLD F C F 0.67 491. 494. Cenovus Energy / CVE F F F 0.00
345. N.R. Ascena Retail Group / ASNA F D D 0.67 492. 482. Chevron / CVX F F F 0.00
436. 483. Chemours / CC F D D 0.67 493. 492. Canadian Natural Resources / CNQ F F F 0.00
437. 410. CSX / CSX D D F 0.67 494. 499. Occidental Petroleum / OXY F F F 0.00
438. 417. UGI / UGI D D F 0.67 495. 478. EOG Resources / EOG F F F 0.00
439. 413. Consolidated Edison / ED F D D 0.67 496. N.R. Baker Hughes / BHI F F F 0.00
440. 367. Union Pacific / UNP D D F 0.67 497. 500. Apache / APA F F F 0.00
441. 465. WEC Energy Group / WEC F D D 0.67 498. 491. Weatherford International / WFT F F F 0.00
442. 470. Hertz Global Holdings / HTZ F D D 0.67 499. 488. Chesapeake Energy / CHK F F F 0.00
443. 84. Fifth Third Bancorp / FITB D D F 0.67 500. 460. Halliburton / HAL F F F 0.00
Barrons Take n by Isabella Zhong
TencentIsWorthItsRichValuation
driver of the surge in mobile-gaming reve- commerce platform Sea Ltd. (formerly about $500 million on March 31. The
nue was Honor of Kings, Tencents first Garena) and motorbike ride-sharing plat- Vanguard FTSE Emerging Markets
self-developed blockbuster mobile title. form Go-Jek. ETF (VWO) was the largest such holding
A version of this article appeared The game showcases the companys grow- U.S. investors can buy Tencents Ameri- at $345 million, down from $445 million on
on March 18 at Barrons.com. ing strength as a content developer. can depositary receipts (TCEHY), more Dec. 31, after a 30% reduction in shares.
Another title, TLBB, soared to the No. 5 than one million of which trade daily. They The ETF itself had a boffo first quarter,
TENCENT HOLDINGS IMPRESSIVE FIRST- spot on its second day of release. A strong closed on Thursday at $34.06. with total returns of
quarter earnings, reported on Wednesday, pipeline this year should help to buoy over 11%; its 10-year TECH
demonstrate why the Chinese internet Tencents mobile-gaming revenue, which annualized perfor-
TRADER
giant deserves a ritzy valuation: Its grow- Nomura analyst Jialong Shi expects to Yale Sells Citigroup, Bank mance is only 2.7%.
ing strongly, and theres more good news grow at a 51% pace. What stocks did DAILY
of America, Alphabet A blog on
to come. Another bright spot: Tencents online Yale buy in the first
Tencents (ticker: 0700.Hong Kong) video business. Video subscription revenue YALE UNIVERSITYS ENDOWMENT FUND quarter? It initiated a trends, news,
most valuable assets are tripled from the same time posted a 3.4% gain for fiscal 2016, a year $260,000 position in and stocks
the 938 million users of its last year, while video adver- that saw many of its peers lose money. American Shared Barrons.com
messaging app WeChat. Its tising revenue continued to Yale has beaten richer rival Harvard Uni- Hospital Services
now ramping up the con- grow strongly. While the versity for each of the past six years. (AMS) and a $1.2 million investment in
version of those eyeballs unit is still loss-making, One reason for Yales outperformance is Apptio (APTI), a cloud service provider.
into revenue through mo- JPMorgan analyst Alex Yao its venture-capital portfolio, which has a American Shared Hospital leases medical
bile gaming, digital content expects it to break even by 16% allocation of the $25 billion endowment. equipment to hospitals and medical centers,
subscriptions, and advertis- 2019, as revenue grows at an According to the universitys 2016 update, and two of its seven directors are Yale al-
ing. Theres also ample average 52% annual pace the VC component has earned more than ums. Apptio, which went public in Septem-
room to grow, as newer and content costs decline. 77% a year over the past 20 years. ber, provides cloud-based applications, and
businesses such as online Yao expects Tencent Video Fixed income had an allocation of 4.9% has one Yalie on the board.
payments and cloud com- to gain ground on Baidus as of June 30. Yale is not particularly Yale also raised its Antero Resources
puting ramp up, and as the (BIDU) iQiyi in the next few attracted to fixed income assets, as they (AR) investment to $91 million from $55
company transforms from years, given that Tencent have the lowest expected returns of the million. An energy explorer focused on
being a games publisher to has great content across all eight asset classes that make up the natural gas, natural-gas liquids, and oil
an online entertainment major entertainment catego- Endowment, the update notes. properties in the Appalachian Basin in
and content powerhouse. ries. Tencents self-produced If thats the case, Yale must truly dis- West Virginia and Ohio, Antero stands out
At 264 Hong Kong dol- TV drama Candle in the dain U.S. stocks, which have an allocation in the portfolio because it has been a
lars per share ($34), Ten- Tomb has attracted almost of only 4%. According to regulatory re- consistent holding since the second quarter
cent stock isnt cheap, but it A Tencent mobile game 2.5 billion views. cords, it certainly doesnt like to hold any of 2015 despite the stocks underperfor-
is worth the hefty price tag. Yao has an overweight particular individual name for long. Do- mance. Antero went public in October 2013,
The stock is up 64% over the past year rating on Tencent with a target price of mestic equities also include the liability of priced at $44 a share, but amid a slumping
and trades at 37 times forward earnings. HK$290, which implies 7% upside. Adding being subject to public regulatory filings, natural-gas market in ensuing years, it now
(The Standard & Poors 500 index has a additional fuel to Tencents strength in so Yale must tip its investing hand trades at less than half that. ED LIN
forward price/earnings ratio of 18.) But entertainment and content is the com- slightly and reveal a small part of what it
Tencent has many levers to pull and is led panys recent licensing deal with Univer- invests in.
by an impressive management team that sal Music. In the first quarter, Yale exited positions From Recent Barrons.com Stories:
has laid out solid plans for future growth. Cloud computing, online payments, and in Aetna (ticker: AET), Alphabets Class C
We have been longtime fans of the stock, a growing international footprint could also shares (GOOG), Bank of America (BAC), Stock Market Rout Is a Reality
and CEO Huateng Pony Ma is a regular lift earnings. Online payments and cloud- Citigroup (C), Fidelity National Informa- Check for Bulls
on Barrons list of the worlds best CEOs. computing revenue spiked 224% year over tion Services (FIS), and the SPDR S&P by Randall W. Forsyth, May 17
The highlight of Tencents first-quarter year in the first quarter. HSBC analyst Chi 500 exchange-traded fund (SPY). Whats in- The markets facile assumptions about the
results was the strength of its mobile- Tsang says Tencent is stepping up its teresting is that all of those holdings were Trump bump are being unwound.
gaming business. Revenue for the unit efforts in the cloud and expects to commer- first disclosed in the fourth-quarter filing,
surged 57% year over year, underpinning cialize the existing cloud products that it which means that none made it through two Is Target Back on Target?
the companys 55% top-line growth. Mobile uses in house. The company is also making complete quarters before being expelled. by Teresa Rivas, May 18
gamings strong revenue growth pushed progress in consumer lending and asset These investments were small, in the Investors are turning bullish again on the
Tencents net profit roughly 42% higher management to complement its online- scheme of things. The largest was the ETF, retailer. We explain why were not.
year over year despite its operating mar- payments business. Tsang has a buy rating which was valued at $3.4 million on Dec. 31.
gins getting squeezed by investments in on the stock, with an HK$290 target price. The second-largest was the Alphabet stake A Fund That Shuns Stock Exposure
video content and cloud computing. Tencent also has exposure to Southeast at $2.5 million. The BofA stake was the by John Kimelman, May 16
Tencent trumped analyst expectations Asias sprawling and rapidly growing inter- smallest, at $210,000. Sierras David Wright prefers emerging
for both revenue and earnings. The key net market, with stakes in gaming and e- Yales reportable securities totaled market debt to equities.
ADVISOR CENTER
VIEWPOINT INDUSTRY HIGHLIGHTS
Make Smart Technology Lower Wrap, Advisory Fees Resisted

With the industry under fee pressure, brokerage
firms appear to be drawing a line in the sand
Moves From the Inside Out when it comes to advisory and wrap-account fees,
reports InvestmentNews. These fees can be any-
where from 75 to 190 basis points of AUM. But
By Susan Glover So, rather than beginning the technol- brokerages like LPL and Ameriprise are defending
ogy decision-making process with an their fees rather than cutting them. Still, Advisor
WHEN TALKING WITH ADVISORS ABOUT ADD- external view, advisors need to start with Group CEO Jamie Price says he expects increasing
ing or replacing software, Im surprised at an internal perspective. That means: consumer demand for fee transparency.
the criteria they provide during the initial 1) Seeking out the best technology for
discussions. The most common questions the firm, not the best one out there. This
often include: requires an understanding of your firms in-
What is the best software out there? formation needs. The role of technology is
Why Older People Spend Less
What do others use? to provide your firm with the information New research shows a financial optimism gap
Which product costs less? needed to answer questions, solve prob- between people under 35 and over 64, according
I doubt that many of these advisors lems, and make decisions. to The Wall Street Journal. In data collected by the
make investment decisions by asking what 2) Recognizing that what other firms
University of Michigan, older people were 30% to
is the best fund out there or what their use may not work for your firm. Advisors
40% less optimistic about their finances, the econ-
peers are purchasing. need to use caution with peer recommenda-
Basing technology decisions on these tions in order to avoid evaluating the wrong omy, and the market. They also spent about 2.5%
less each year from age 60 to 70. With finances,
questions can result in an investment in soft- technology. Ask staff members to identify
ware that doesnt support the firms business technology features necessary to success- our ability to reliably anticipate the future weakens
model. It can leave firms unable to provide fully perform their jobs and provide excep- as we age, says study author Matt Fellowes.
clients with the information theyve re- tional client service. Adding the features to
quested. And it can lead to so much frustra- the information needs will go a long way
tion that staff members end up using toward selecting the right technology. Where Are the Women Advisors?
spreadsheets they themselves develop. 3) Understanding that cost is a vague
and risky criterion. There are two issues Women are expected to control two-thirds of pri-
with focusing on cost. The first is that tech- vate wealth in just three years, and yet they account
nology is an investment, not an expense. for less than a third of personal financial advisors,
The second is that vendors price their soft- reports MarketWatch. In 2015, women passed the
ware differently. The base price will need halfway mark for controlled personal wealth in the
adjustment for add-ons and additional ser- U.S., according to the Bank of Montreals Wealth
vices. This may not be apparent until after
Institute, and by 2020, theyre expected to hold
the software is purchased and implemented.
In summary, of all the business decisions $22 trillion.
that advisors make, technology can be the
most challenging because of the abundant
options available. In many instances, these
options create an information overload, and Media Take Aim at Advisor Costs
advisors quickly turn to jargon and quick
solutions for helpthe latest, scalable, Financial media are piling on about the cost and
seamless integration, and built by advisors opacity of the fees that advisory clients pay.
for advisors. Bloomberg columnist Noah Smith points to a Wall
No one knows and understands your Street Journal reporters recent article about strug-
business model and structure better than gling to learn what she actually pays. And he says a
you, not even technology vendors. For a 1.4% annual fee could strip a third of an investors
successful decision-making process around retirement savings over 40 years. Smiths solution:
acquiring technology, start from an internal mandatory dollar invoicing, which would break
vantage point.
Right column: iStock (4)

out fees in dollars and cents.
SUSAN GLOVER is president of Susan Glover &
Technology purchases should be made Associates, a technology and operations consult-
after a thorough review of a firms particu- ing firm for the independent financial advisory For daily updates, go to: barrons.com/advisorcenter
lar needs and goals, says Susan Glover. and wealth management industry.
THE Scott Stackman has turned his love of problem

BEST solving and working with others into a flourishing
ADVICE career at UBS Private Wealth Management.
Made to Measure
by Steve Garmhausen
SOMETIMES, THE BEST FINANCIAL ADVISORS START THEIR and 2016, for example. Thats
careers outside the industry. For Scott Stackman, now 51, a good example of a tactical
that meant handling finances and investments for his fam- move based on what the mar-
ilys apparel-manufacturing business. ket was presenting, he says.
When youre in the business world and investing fam- But clearly mispriced as-
ily capital, says the UBS Private Wealth Management ad- sets are harder to find today,
visor, it helps you understand when people are asking the he adds. Theres no opportu-
right questions, and are truly looking for what they say nity staring us in the eye that
they are looking for. we cant pass up, he says.
Stackmans knack for deciphering what clients want Right now, Stackman likes
and, more importantly, needhas made him a sought-out energy master limited part-
expert in investing, estate planning, and other areas for nerships for clients with a
the wealthy. He and his team of nine serve 60 households, two- to five-year time horizon.
with the typical client investing $50 million. He also likes absolute-return
We take a unique approach of customizing advice to hedge funds. Given [interest]

meet the clients needs and not selling them, he says. rates and the [expensive] mar-
A native of Great Neck, N.Y., Stackman grew up with ket, theyre attractive to have
an interest in the financial markets and in problem exposure to, he says. And
solving. He often accompanied his father to the stores he hes leaning on private equity
did business with. If the stores consistently reported they for growth.
were doing well, I would come home and buy the stock
of those companies, he says. Stackman & Co. are also us-
PLAYING DEFENSE Stackman
He earned a business and finance degree from the Uni- ing structured products to gain exposure to areas like
versity of Maryland in 1988, and went to work for the Europe and emerging markets, while incorporating a de- makes sure his clients are well
family business. gree of downside protection. prepared for all scenarios.
It wasnt quite enough, however. I decided that my Europes recovery is in its early innings, and valua-
love of problem solving and working with others was best tions there are far more attractive than those in the
used in the industry that Im in today, he says. U.S., he maintains. If the U.S. continues to muddle
along with no huge correction, it [European exposure] The Strategy
In 1998, Stackman became a financial advisor at Leh- will have a positive impact. Location: New York
man Brothers and, after its bankruptcy 10 years later, Indeed, Barrons recently pointed out that Europes Clients: 60 households
moved to UBS. gross domestic product is expected to increase by about Typical Account: $50 million
The 2008 market meltdown gave me a great under- 2% this year, after rising 1.7% last year. The growth At a time when mispriced assets
standing of what a client risk profile truly is, he says. To- could help spur continuing strong performance for the are hard to find, Stackman favors
day, he and his team walk clients through different market regions stocks. MLPs, absolute-return hedge
funds, and private equity.
possibilities and ask them many questions, in order to be Stackman is also bullish on technology for the long
well prepared for all scenarios. term, and anticipates growing demand from institutions, STOCKS
Domestic 22%
These days, clients are concerned about the bipolar businesses, and consumers as tech continues to advance. Developed 15%
nature of whats going on in the world, Stackman says. Youd be hard-pressed to name five things you couldnt Emerging
Markets 3%
Corporate earnings have mostly been strong, and the do through your phone, he says. And thats today
BONDS
Trump administrations policy agenda could be a shot in imagine five years from now. Municipal 18%
the arm for the economy. On the other hand, the recovery Outside of work, Stackman is passionate about philan- Corporates 5%
Treasuries 5%
is eight years old, and Trumps agenda is facing strong thropy. He serves on the board of the Challenged Ath-
Laura Barisonzi for Barrons
ALTERNATIVES
headwinds. letes Foundation, an organization that provides grants Absolute Return
Because his clients are already rich, Stackman doesnt and adaptive equipment to physically disabled kids, Hedge Funds 18%
Other 12%
take unnecessary short-term risks to grow their money. adults, and veterans so they can participate in sports and CASH 2%
Thats not to say he will ignore opportunities. He took adbe active. He founded an annual gala that last year Source: Stackman|Casriel Group
vantage of the massive dislocation in energy in late 2015 raised $3 million for the organization.
May 22, 2017
BARRONS
35
PENTA Trusted advice

for families
with $5 million
or more
Five of the Best Summer Wines

by Richard C. Morais MICHAEL KENNEDY WAS THE SOMMELIER AT THE GOURMET DESTINA- its bubbles take second place to ar-
tion Ritz-Carlton, Grand Cayman, before starting the innovative
This basic
omatics and complexity. Its a seri-
Component Wine Co., where he makes robust, single-grape $100 Burgundy by ous wine, can stand up to the best in
wines out of lesser-known grapes, such as Petit Verdot, which are Domaine Leroy is the world, and will be released in
usually blended with better-known varieties to make great Napa July. The P2 pairs best with that
vintages like Cabernet Sauvignon. We asked the 30-year-old wine savorylike a bite special summer occasion, but since
impresario to pick five wines he will be serving to his family and into a steak tingles its not for everyday consumption,
friends this summer. (To learn more about Kennedy heres an alternative: Pierre Mon-
and his work, see our related video at Barrons.com.) your mouth. cuit, Hugues de Coulmet, Blanc de
Sohm & Kracher, Lion, Grner Veltliner, Nie- Blancs, Le Mesnil sur Oger, Cham-
dersterreich, Austria, 2014. Price: $21. The secret pagne, France, NV. Price: $40.
of Grner Veltliner, the Austrian white varietal grape, La Sirena, Moscato Azul, Napa Valley, California, USA,
is that it pairs well with everything. In restaurants, 2015. Price: $30. Heidi Barrett is most famous for making Scream-
if you have a lot of greensfresh salad, grilled aspar- ing Eagle a cult wine hit, but is much less famous for her white
agus, bell pepperswhich throw wine in a wonky way, wines. Dont let that stop you from enjoying a rare white-wine
the wine steward automatically pairs them with treat from this rock-star winemaker. Many American winemakers,
Grner Veltliner. That makes it the perfect summer after mastering reds, are now trying to enliven their boring list
wine, and this one is made by two great names: Le of Chardonnay offerings, and this is exactly what Barrett has done
Bernardins Aldo Sohm, who has won the Best Som- with La Sirena. Bursting with tart, tropical-fruit aromatics, while
melier in the World title, and Gerhard Kracher, who maintaining a soft and elegant mouthfeel, this wine is best paired
is the third-generation leader of the most revered with a boat, guests, and a wheel of goats cheese.
wineries in Austria. Grner Veltliner generally tastes Tenuta delle Terre Nere Etna Rosato, Italy, 2015. Price: $23.
way above its price point, but the Lion is one of the One of the best ross around is from the slopes of Sicilys Mount
best, and its priced to be a glass poured in restau- Etna. Tenuta delle Terre Nere, or estate of the black land, pro-
rants. duces exotic yet elegant wines from its volcanic soil. This wine is
Domaine Leroy, Bourgogne Rouge, Burgundy, made from a local grape called Nerello Mascalese, which is like Pi-
France, 1999. Price: $55. Pinot Noir, especially from not Noir, but with some Italian grit. When Kennedy managed the
Burgundy, is Kennedys go-to summer wine. Of all the wine program for Chef Eric Riperts Blue restaurant, they paired
wines on this list, he loves most this Bourgogne Rouge, it with red snapper, charred tomatillo, and a Baja shrimp sauce.
the most basic-quality Burgundy. Behind Domaine The cool, fresh fruit of the wine balanced the slight heat from the
Leroy stands Lalou Bize-Leroy, the regions grande spice, while the rustic qualities meshed well with the charred toma-
dame, who also happens to co-own Domaine de la tillo. Its everything a ros should be, fresh with notes of tart
Romane-Conti, considered the worlds best winery. He strawberry, and slightly citrusy like white wine, but with tannin
says her Bourgogne Rouge is of premier cru quality or and the depth of a red wineand add to that earthy, volcanic ash.
higher, which suggests the inherent overperformance of Its a small production and hard to find, but is in stock at New
Dom Prignons special P2 Vintage 2000 this basic Burgundy. This wine is savory, almost like Jerseys Tewksbury Fine Wine.
Champagne ($350) will be released in July. when you bite into a steak and it tingles your mouth with iron and
blood, but it is still very fresh. It can stand up to pork and lamb, but FROM RECENT PENTA DAILY BLOGS
is still delicate enough to pair with that fresh fish you just caught,
thrown on the grill. Avoiding the Pitfalls of Overseas Properties, May 17
Champagne Dom Prignon P2 Vintage, Epernay, France, Northern Trust reveals the costly mistakes clients make when
2000. Price: $350. Dom Prignons P2 Champagne is special and buying second homes abroad. What you can do to protect your
quite rare. Champagne is initially made like any other white wine, overseas property from legal and tax hassles.
but it gets a secondary fermentation, in which sugar, yeast, and
a bit more wine are added to the bottle before it is metal-capped. How Big-Donor Philanthropists Get Results, May 12
The yeast, eating the sugar, creates the alcohol and gas byprod- The Bridgespan Group reports that very few philanthropists
uct, and brings out secondary aromatics. The P2 is Dom Pri- are facilitating the social change they want to see. The group
Courtesy of Mot Hennessy
gnons Second Plenitude, which means these particular bottles recommends that philanthropists think more like venture
spend roughly 10 extra years aging on their lees (yeast) inside capitalists.
of the bottle. The First Plenitude of Dom Prignon has lively
A version of this column appeared bubbles, is very fresh and crisp, but still has a bit of that brioche
on May 19 at Barrons.com. character. This 17-year-old wine is softer and more delicate, and email: penta@barrons.com
Economic Beat SPEAKING OF DIVIDENDS n By Leslie P. Norton
Payouts Play Defense

In falling markets, dividend payers tend to fall less
Bipartisan Moronics: a History LAST WEEKS ROUT IN THE STOCK MARKET from 2.33% the previous week: Anything
looked like it might renew the appeal of a under 3% is manageable for the market,
by Gene Epstein market group that has done poorly since says Hickey.
ON SOME GREAT AND GLORIOUS DAY, WROTE THE ACID POLITICAL the election: high-dividend-paying stocks. Derek Anguilm, co-manager of the
commentator H.L. Mencken back in 1920, the plain folks of Since Jan. 1, according to Bespoke Invest- top-ranked Westcore Mid-Cap Value
the land will reach their hearts desire at last, and the White ment Group, the 50 highest dividend pay- Dividend Fund Retail Class (WTMCX),
House will be adorned by a downright moron. ers in the Standard & Poors 500 index is cautious on the market, given the
Some observers, on each side of the political aisle, contend were down an average of 3.2%, compared strong run postelection
this great and glorious day occurred in January, when Donald with a 5.3% gain for the broader index. and the underlying busi- Dividend
Trump began adorning the White House. I beg to differ. That performance, as shown in the ness cycle, which looks Payments,
On matters relating to the economy, downright moronics on the presidential table of the indexs highest yielders and like it is showing signs of page M39
level began long before Trump. Earlier this month, former chief executive their returns this year, is seriously deceleration. His fund
Jimmy Carter, a Democrat who served from 1977-81, reminded us that past mixed: The slump in Frontier Commu- focuses strictly on dividend payers,
presidents often plague us by lending their authority to the meatheadedness nications (ticker: FTR), which some because of the management mind-set
of incumbents. believe will have trouble funding its debt, and discipline it breeds.
In an op-ed article in the Washington Post, Carter endorsed the clueless and Mattel (MAT) is offset by gains in
view of cross-border trade held by Trump, a Republican. One might call it a Iron Mountain (IRM) and Seagate Despite the recent underperformance
heartening gesture of bipartisanship in todays ugly environment, if it werent Technology (STX). of high-dividend plays, their valuations
for the ugliness of the gesture itself. To be sure, part of the underperfor- are historically stretched at about 19
Carter supports the financial penalties, in the form of duties, that Trump will mance relates to worries about rising times forward earnings, Anguilm points
impose on Americans who buy lumber from Canada. He forthrightly admits to interest rates. Last week, as stocks fell, out. Yes, this is cheaper than 26 times for
his self-interestTimber sales are a major source of income for my own fam- the dividend payers fell less than other the nondividend payers. Still, Anguilm is
ilyas though other Americans are obligated to enhance his familys income groups, Bespoke reported. Bespokes Paul finding better opportunities among
through the force of government. Hickey says, Whenever we see an in- small- and mid-cap dividend payers.
He further informs us that there is enough timberland in the United States crease in volatility, people tend to move They trade at 18 to 19 times forward
to supply the total American market with lumber. But the fact that it is physi- toward the more defensive stocks. The earnings, and are far less sensitive to
cally possible to do so doesnt justify coercing others into buying domestic lum- rally in Treasuries, he says, also bolstered interest rates than high yielders.
ber when cheaper imports are available. Similarly, there is enough time in our the attractiveness of dividend payers. In fact, Anguilm prefers companies
day to perform services we purchase from others. But since time is scarce, we Still, Hickey believes theres plenty of with lower payoutsthat yield, say, less
devote it to more-productive uses, while outsourcing that work. room for rates to rise before it affects than 3%because they have enough
Carters op-ed piece wasnt quite the assault on ordinary intelligence (and the market. Midway through last week, capital to support growth while increas-
personal dignity) as his 1979 Crisis of Confidence speech in which, from the the 10-year Treasury was at 2.22%, down ing their payouts. One favorite is Ingre-
comfort of the White House, he counseled Americans against piling up material dion (INGR), which makes sweet-
goods. By contrast, he now complains that his family has suffered financially eners and nutrition ingredients,
and must therefore receive financial aid from others.
Out of Favor like ones that make crackers
The S&P 500s highest-yielding stocks have turned crisper, and pharmaceutical prod-
Trumps immediate predecessor was no slouch in preaching the moron- in a mixed performance this year. ucts like intravenous solutions. The
omics of protectionism. Seeking re-election in 2012, Barack Obama claimed Yield at Start YTD stock has pulled back amid con-
credit for measures to ensure that China was not flooding our domestic market Company / Ticker of 17 % Chg* cerns about changes in foreign
with cheap tires, as though cash-strapped Americans should pay more for tires Frontier Communications / FTR 12.43% 61.39% trade. Anguilm sees demand rising
than they needed to. And, Trump-like, Obama fanned the flames of chauvinist CenturyLink / CTL 9.08 2.65 from a growing middle class in
hatred of foreigners by baiting Republican challenger Mitt Romney as the last Iron Mountain / IRM 6.77 9.47 emerging markets and aging popu-
person whos going to get tough on China with respect to trade. Seagate Technology / STX 6.60 9.86 lations in the developed world.
Hillary Clinton, who almost became president, trumped, so to speak, her oppo- Mattel / MAT 5.52 20.56 Ingredion generates strong and
nents stupidities by claiming during a debate that the Great Recession was in Xerox / XRX 5.39 21.13 consistent cash flows, has a healthy
large part because of tax policies that slashed taxes on the wealthy. Aside from Staples / SPLS 5.30 2.54 balance sheet, and has a history of
fanning the flames of class hatred, this analysis didnt even make good nonsense. Welltower / HCN 5.14 8.43 returning cash to shareholders, he
I wouldnt quibble with those who insist that Trumps economic imbecilities HCP / HCP 4.98 5.53 says. Ingredion yields 1.7% but has
quantitatively exceed those of past presidents. But if he is qualitatively differ- Ventas / VTR 4.96 6.94 grown its dividend by 170% over
ent, its only for his lack of polish and veneer, which I occasionally find refresh- Ford Motor / F 4.95 11.02 the past five years. Its payout ratio
ing. After having suffered all those White House fools, I find it perversely satis- Pitney Bowes / PBI 4.94 1.84 is 26% of earnings, which we
fying to see this new one let it all hang out. Entergy / ETR 4.74 2.63 believe will allow for attractive divi-
FirstEnergy / VE 4.65 8.93 dend growth in the years ahead,
email: gepstein@barrons.com AT&T / T 4.61 10.75 says Anguilm, who recently added
*Through 5/17 Source: Bespoke Investment Group to the funds position.
Mailbag Exactly which duration bond would have hedged

Mailbag against the risk of owning Enron?
RALPH HODGE, Cincinnati
Income and Rising Rates rather unfortunate example of the way the Payment Season ment should regulate private industry, but
risk for bonds and equities continues to be it is obscene to see executives making
To the Editor: defined in a manner that makes math con- To the Editor: $40 million or $50 million with a losing or
I read with interest your May 6 cover venient and exposes investors to more real Springtime is here, and with it comes a mediocre year. Stockholders really have no
story on the Best ETFs for Income. risk than they realize. slew of corporate annual reports, in which say or control over this, and it gets worse
Many of the ideas shared, including mas- How exactly does fixed income hedge 10 pages or so are usually enough to every year.
ter limited partnerships, have been excel- against equity risk in reality? For equities, announce the past years results, but 50 to JOSEPH W. BERLINGER
lent solutions in the quest for yield. the risk of permanently losing capital or 150 pages may be used to discuss execu- Lake Worth, Fla.
However, most exchange-traded funds in prolonged impairment of prices are the tive compensation.
this space, including Alerian MLP and main concerns for investors. Bonds have a The company reports on its compensa- National Interest
InfraCap MLP, have big economic disad- stated maturity date in which invested prin- tion committee, which rubber-stamps the
vantages that most investors (and appar- cipal is returned to an investor, so prices egregious salary and stock options of the To the Editor:
ently your panelist Jay Hatfield) are revert back to par despite what happens CEO and other top officers. Then it takes I disagree with the May 6 editorial, Buy
unaware of. Specifically, any ETF, open- between purchase and maturity dates. An about 20 pages to explain that this largess American? A Misplaced Priority. No
end, or closed-end fund that holds over investor controls whether or not to make is justified because thats the norm at com- superpower in the world can continue to
25% of investments in MLPs is treated as any transitory price permanent. petitors. Then comes discussion of the tar- thrive, based on a dependency on overseas
a U.S. corporation and is thus subject to As for losing capital, that is credit and get the officers must make, and they seem suppliers. Unfortunately, too many people
35% tax, as well as state and local taxes, not price risk. Exactly which duration bond to make that, even if each of the past look only at the cost of goods.
before paying investors. These are known would have hedged against the risk of own- three years turned out to be one big loser Sooner or later, we will be in another
as C corporation funds; Alerian is the ing Enron? Theoretically, combining the his- after another. Not so the compensation. major war, and our survival will probably
poster child for this. Its in the prospectus. torical volatilities of Enrons price and a There always seems to be a reason to depend on locally produced supplies.
This shows up as deferred income tax bonds price would make it appear that own- increase that. BRETT SORGE
expense. Many of these funds seek to ing a bond reduced portfolio risk. But in re- I ran my own business for a long time, West Palm Beach, Fla.
overcome this tax drag with leverage, which ality, the equity still disappeared, and own- and I took whatever profits there were
can be problematic in a rising interest-rate ing a bond didnt lessen the risk of that. every year. The difference was that it was To the Editor:
environment. To make matters worse, this RALPH HODGE a private company, and I did not feed at We are a nation of people with free choice,
tax expense is subtracted from daily net as- Cincinnati the public trough. I am not saying govern- and we should be able to buy goods from
set value and not from the yield, which is whomever we want. As free people, we are
misleading. This is an expensive solution to left to judge how we weigh that.
the K-1 [partnership tax form] problem. MARK D. SHANTZIS
Furthermore, Alerian MLP cut its Melbourne Beach, Fla.

distribution by 6% in February, on top of
a 19% cut in February 2016. Many other
C corporation funds have had similar cuts. Artificial Purchasing
Clearly, many better options in the
MLP space exist. To avoid this fund-level To the Editor:
tax, a fund must qualify as a regulated Ben Levisohn addressed stock market
investment company under Internal Reve- alchemy in his May 6 Trader Extra
nue Service Code section 851 (b)(3)(B)(iii). column (The Stock-Buyback Jig Is Up).
MIKE FLAHERTY Another brick in the wall of corporate-
Winfield, Ill. earnings manipulation could come tum-
bling down. How can it be that so many
Jay Hatfield replies: I did not address the corporations sense more value in purchas-
complex tax issues of master limited part- ing their own shares than investing in
nerships, as the panel was focused on all their businesses? This is another in a long
yield opportunities in the ETF universe line of fads designed to fool shareholders
and not just on MLP investing. Investors and enrich management.
should consult a tax professional to verify J. EFTIN FRENETT
the impact on their after-tax investment Buffalo, N.Y.
Teresa Burns Parkhurst for Barrons
returns and tax-reporting complexity be-

fore making an investment in master lim-
Send letters to:
ited partnership ETFs or MLPs directly.
Barrons Mailbag, 1025 Connecticut Ave.,
Washington, D.C. 20036. Fax: (202) 862-6633.
To the Editor: Email: Mail@Barrons.com. To be considered
Panelist Francis Rodilossos remark that for publication, correspondence must bear the
your fixed-income portfolio has a role to Well settle and work this land so that our descendants might
writers name, address, and phone number.
play to hedge against equity risk was a live abundantly and hyper-focus on their appearance. Letters are subject to editing.
Editorial Commentary by Thomas G. Donlan
Net Neutrality Is Anything But

Support progress on the internet: Pay more for better services
T
O THE ZEALOUS GUARDIANS OF FAIR- For example, a service provider might Todays telecommunications industry is no
ness and the so-called public inter- take a payment from a streaming service and monopoly. There are hundreds of internet
est, Ajit Pai is a very dangerous route a movie download through a fast con- service providers, hundreds of content pro-
man, in what they believe is a very nection, while another streaming services viders, and thousands of networks. The
important job. To those whose zealotry leans movie might be put on slower connections. excuse for regulation now is that most Ameri-
toward liberty and ignores economic equality, The ISP also might block traffic entirely, for can homes have only one or two hard-wired
FCC Chairman Ajit Pai Ajit Pai is an important man in a very dan- economic or political reasons. connections to the internet, provided by com-
has a clear vision of gerous job. Wheelers FCC gave itself authority to panies that acquired their privileged places
After five years as a member of the police provider tactics that it deemed to as phone companies or cable-TV companies.
competition on the internet that Republican minority at the Federal Commu- threaten competition, free expression, or the Most Americans, however, have at least
nications Commission, Pai is now chairman of future of the internet as a public service. one wireless broadband device, and they have
will benefit all Americans. the Republican majority, and the FCC chair- Even the Electronic Frontier Foundation, choices among wireless broadband providers,
The key is private management man wields nearly all of the commissions long an advocate of net neutrality, warned whose services will get better and more com-
regulatory power. In his most controversial that those powers might be riskya recipe petitive as long as they are not subject to
for profit, not net neutrality. use of power so far, Pai is rebalancing the for overreach and confusion. Ignoring mil- regulatory oppression.
battle over net neutrality. The battle, how- lennia of lessons about the abuse of power in
ever, has gone on for decades, and theres no economic regulation, the foundation urged Protecting Profit
end in sight. the FCC to practice light-touch regulation.
In three decades, the internet has become The FCC had tried to enforce net neutral- Beyond the protections that competition may
the most powerful force in communications, ity before, but each time it ran into federal provide is the question of whether protection
largely because there has never been a single courts that held that the commission couldnt is warranted at all. We must ask: Who owns
hand or mind guiding it. Those who con- take up that cudgel without authority to the wired and the wireless networks, and by
trolled its technical details were practical regulate ISPs as public utilities. what stretch of authority does the FCC pre-
anarchists who believed in a mission to keep Former President Barack Obama prom- sume to manage them against the wishes of
the internet open to every person and idea. ised in his 2008 campaign to make the inter- the private investors that built them?
The internet in its pure, original state net a level playing field. In service to that Supporters of net neutrality regulation
crossed borders and distributed ideas with- dubious end, Wheeler shored up the FCCs say that only the government can prevent
out limit, but authoritarian countries have enforcement power to manage traffic on the internet service providers from offering
different ideas, focused on censorship and private networks of the internet. content or services at different prices. But
suppression of ideas. The democratic coun- The commission designated internet pro- its far from clear that multitiered pricing is
tries of Europe have created extreme rights viders as common carriers, a term left over a bad idea. Finding customers who will pay
of privacy and protection from offensive con- from the late and unlamented Interstate more for better service is properly known as
tent. Even in the U.S., the liveliest question Commerce Commission and its heavy regula- progress.
now is whether some government control of tion of interstate trains, buses, and trucks. In People make investments in the hope of
the internet is necessary to keep it free and the days of Ma Bells near-monopoly on earning high profits from top-tier customers
open for Americans. telephone service, the FCC also treated who pay top dollar for the latest and best
telephone companies as common carriers. products. Those high profits, in turn, finance
Heavy Regulation Signal features of common carrier status the eventual expansion of better products
are rate regulation that forces all customers and services for lower-cost tiers, on the
In 2015, under the previous FCC chairman, to be treated alike and rules that give a regu- internet as much as in the grocery store. Net
Democrat Tom Wheeler, the commission lator control over firms entry, exit, and offer- neutrality would stand in the way of invest-
established a net neutrality policy that said ings of service to the public. Usually, regu- ment in internet innovation.
internet service providers, especially the big lated firms must seek prior approval for Free markets arent equal, and equal mar-
ones like Verizon Communications, AT&T, every market change. kets arent free. Ajit Pais vision of free and
and Comcast, had too much power. Wheeler Such rules are intended to substitute for unequal markets is a vision of progress for
discerned that the service providers could fa- market competition, on the presumption that all, far superior to the Obama administra-
vor their own interests over those of content firms in the regulated industry have monop- tions old vision of handcuffed monopolies
providers, streaming services, and their con- oly power. Often, however, the regulators forced to support a political standard of
sumers. The ISPs could manage internet have supplied the monopoly power by exclud- equality.
traffic over their wired or wireless networks, ing competitors. (For perfect modern exam-
especially the wires of the last mile into ples, see the municipal taxi commissions that
millions of homes, where the ISPs have mo- have tried to exclude competition from Uber, Editorial page editor THOMAS G. DONLAN
nopolies or duopolies. Lyft, and other ride-sharing services.) receives email at tg.donlan@barrons.com.
#CFAdifference
2017 CFA Institute. All rights reserved.

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May 22, 2017 BARRONS M1
FREE Barrons Markets

Data Center
Available at Barrons.com/data
Index to Statistics 15
Even this thing isnt fast enough

to keep up with the news.
Is Amazon behind the recent drop
in miles driven by Americans? A Con-
vergex report suggests it might be. U.S.
miles driven averaged 1.5% growth in the
three months ended February, down from
2.7% in 2016. If consumers shop more on-
line, theres less need to drive to the store
or mall. Trucks that bring the packages
home do get counted, but one truck can
replace dozens of individual trips to the
mall. Other factors include the U.S.s full

employment level, which could lessen in-
cremental commuting-miles growth. And
Americans could be normalizing driving
patterns after a couple of years of falling

gas prices. In short, Amazon is keeping a
lid on retail prices and reducing pollution.
The Trader Emerging Markets

Alarm Bells Latin Contrasts
The Dow falls 0.5% Argentine stocks rise
as the market gets as scandal continues
spooked by D.C. 3 to rock Brazil. 7
European Trader Current Yield

Better Reception Security Blanket
Vodafone stems red ink The bond market offers
and prepares for its more than Treasuries to
shares to rise. 6 hedge against turmoil. 9
Milton Glaser for Barrons

Asian Trader Striking Price
Spicing Up Trade Bravo Brodsky
China readies its New A toast to the CEO who
Silk Road to fill the void helped make the CBOE
left by the U.S. 7 a powerhouse. 11
M2 BARRONS May 22, 2017
Charting the Market

A graphic look at selected stock activity for the week ended on May 19 n Edited by Bill Alpert and David Schutt
CENTRAIS ELETRICAS BRASILEIRAS DYNEGY CISCO SYSTEMS DEERE
EBR (NYSE) 4.01 -1.58 7 DYN (NYSE) 9.12 2.30 10 CSCO (NASD) 31.21 -2.24 36 DE (NYSE) 120.90 7.79 122
Brazils corruption scandal 6 Rival power producer 9 The network-hardware 34 Sales rose for first time in 119
shadowed President Michel 5 Vistra Energy made a take- 8 giant warned its sales would 32 three years at the ag equip- 116
Temer, shaking shares of the 4 over approach, said The Wall 7 drop this quarter. It an- 30 ment maker, as South Amer- 113
electric utility and stocks like 3 Street Journal. A merger 6 nounced new layoffs, as cus- 28 ica enjoys record harvests. 110
Petrleo Brasilerio, Ambec, M T W T F would make one of the larg- M T W T F tomers shift their prefer- M T W T F Deere raised its profit fore- M T W T F
and Ita Unibanco. est independent power firms. ences to software solutions. cast for the year by 33%.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
8.5 25 36 126
7.0 21 34 116
5.5 17 32 106
4.0 13 30 96
2.5 9 28 86
1.0 5 26 76
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

20 58 214 36
10 29 107 18
0 0 0 0
M J J A S O N D J F M A M M J J A S O N D J F M A M M J J A S O N D J F M A M M J J A S O N D J F M A M
DICK'S SPORTING GOODS SINA GLYCOMIMETICS SORL AUTO PARTS

DKS (NYSE) 40.80 -7.26 48 SINA (NASD) 102.11 18.61 104 GLYC (NASD) 12.76 7.76 15 SORL (NASD) 7.13 2.59 9
Comp-store sales growth 46 The Chinese internet 98 The Food and Drug Ad- 12 The Chinese auto-brake 8
fell short in the March quar- 44 firm got a lift from strong 92 ministration granted the 9 and safety-device maker 7
ter at the sporting-goods 42 March-quarter ad growth at 86 drug makers acute myeloid 6 posted a 38% jump in first- 6
chain. Citing a challenging 40 its social-media subsidiary 80 leukemia treatment a Break- 3 quarter 2017 net sales, aided 5
M T W T F M T W T F M T W T F M T W T F
retail environment, it will Weibo, whose public shares through Therapy designa- by Beijings tighter truck-
scale back store openings. also soared. tion that will speed review. safety rules.
63 112 17 11
58 98 14 9
53 84 11 7
48 70 8 5
43 56 5 3
38 42 2 1

48 20 74 22
24 10 37 11
0 0 0 0
FOOT LOCKER ENDOLOGIX ETSY FORTERRA

FL (NYSE) 58.72 -16.16 76 ELGX (NASD) 4.44 -2.55 8 ETSY (NASD) 13.31 2.05 16 FRTA (NASD) 10.54 -9.18 18
Another retail casualty, 72 After meeting with FDA 7 Private-equity firms TPG 14 After a first-quarter loss 16
the sporting-goods stores 68 officials, the companys and Dragoneer Investment at the company and no
6 12 14
64
reported earnings and reve- CEO said the timeline for 5 took stakes in the online 10 organic growth, Citi, RBC, 12
60
nue that came up short of 56
review of its abdominal aor- 4
market for handmade and 8
and SunTrust lowered their 10
estimates. Delayed tax M T W T F tic aneurysm treatment will M T W T F vintage goods and will seek M T W T F ratings for the maker of M T W T F
returns were blamed. be longer than expected. a strategic review. pipes and bridge girders.
80 19 17 25
74 16 15 20
68 13 13 15
62 10 11 10
56 7 9 5
50 4 7 0

28 32 34 12
14 16 17 6
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 weeks daily price activity in detail.
The dotted line on some graphs denotes the stocks 200-day moving average; lack of a moving average means the shares have traded for less than that time period.
The Trader
Stocks Rebound From Washingtons Woes

by Reshma Kapadia
THE STOCK MARKET FINALLYIF ONLY MO- Dow Jones Industrials CLOSE 20804.84
PERCENTAGE CHANGE: 52-Wk +18.88 YTD +5.27 Wkly 0.44
mentarilytook off its blinders last week
to the drama in the nations capital.
20500
The S&P 500 sank 1.8% on Wednesday,
suffering its steepest decline since Sept. 9, 19575
2016, as phrases like obstruction of justice
and impeachment moved from the fringes 18650
of liberal fantasies into mainstream discourse. But by weeks
17725
end, the focus returned to stronger-than-expected earnings
and the market pared most of its losses. 16800
The Dow Jones Industrial Average fell 0.44%, or 91.77 M J J A S O N D J F M A M
points, last week to end at 20,804.84, while the Standard & S&P 500 CLOSE 2381.73
Poors 500 index lost 0.4%, or 9.17 points, to 2381.73, erasing PERCENTAGE CHANGE: 52-Wk +16.05 YTD +6.38 Wkly 0.38
A long investigation most of Wednesdays tumble. The Nasdaq Composite slipped
could suck up the 0.6% to 6083.70. The CBOE Volatility Index, or VIX, closed 2355
at 12.04, after sitting near multi-year lows in single digits.

oxygen to get anything For months, the market has shaken off legislative set-
2230
backs for President Donald Trumps agenda, including multi-
done in D.C, says a ple revisions to its health-care plan, and tuned out the tur-
2105
strategist. moil in the White House. But reports that President Trump
allegedly tried to get former FBI Director James Comey to
1980
drop a probe into a former aides ties to Russia and the swift
M J J A S O N D J F M A M
appointment of former FBI Director Robert Mueller as spe-
cial counsel to investigate the campaigns links to Russia took Nasdaq Composite CLOSE 6083.70
PERCENTAGE CHANGE: 52-Wk +27.55 YTD +13.01 Wkly 0.61
the drama to a level the market couldnt ignore.
When this turned from legislative frustration into a pos-
sible ongoing investigation that could suck up the oxygen to 5800
get anything done in D.C., any residual optimism left for tax
reform or other policies to stimulate economic growth fell 5400
perilously close to zero, says Brian Nick, chief investment
strategist for TIAA Investment, who now does not expect 5000
any major boost from tax reform or infrastructure until 2019.
Most strategists still expect the market to grind higher. 4600
Leuthold Groups Chief Investment Officer Doug Ramsey M J J A S O N D J F M A M
notes that market breadth is too strong to suggest a top. Barrons 400 CLOSE 630.39
And even the distant threat of impeachment isnt enough to PERCENTAGE CHANGE: 52-Wk +23.07 YTD +4.78 Wkly 1.00
change Marketfield Asset Managements market outlook.
Marketfield noted that the S&P 500 kept rising on positive 620
corporate and economic data amid the ugly partisan bitter-
ness through the worst stages of the scandal created by 580
President Bill Clintons affair with White House intern Mon-
ica Lewinskythe last time impeachment talk was in the air. 540
The weight of corporate and economic events prevailed
again last week. Stronger-than-expected homebuilder senti-
500
ment and rising oil prices lifted stocks at the beginning of
M J J A S O N D J F M A M
the week, while strong earnings helped the market recoup
Source: Barrons Statistics
midweek losses. Wal-Mart Stores (ticker: WMT) and Gap
(GPS) bucked the recent trend among retailers with stron-
Interactive Brokers
ger-than-expected first-quarter results. Square Capital Management CEO William
Farm equipment maker Deere (DE) beat Ackman was asked for the activist prescrip-
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distributor McKesson (MCK) and design Trump announce a major infrastructure pro-
Rated Low Cost software maker Autodesk (ADSK) also
surged on earnings beats.
gramthe part of his agenda that actually
could get done, with bipartisan support. One
As earnings season ends, the focus will success would lead to the next, Ackman said.
by Barrons turn to economics. Up next week are minutes
from the Federal Open Market Committee,
But almost no one expects that to hap-
pen. David Rubenstein, co-founder of the
16 years in a row*
as well as a budget proposal from the Trump Carlyle Group, said he doesnt see tax re-
administration. Expect more volatility as in- form in 2017, and managers talked up plays
vestors tune in to congressional hearings and that would do well on their own, rather than
possible subpoenas, says Natixis Global As- as Trump trades. Absent was the talk of
set Management Chief Strategist David Laf- a Reagan-like presidency, with the only
ferty. And with the president abroad, tweets trace of that era coming from a performance
What nancing rate is your broker charging you? may arrive at unusual times. by a weathered Duran Duran.
In fact, the turmoil in the U.S. has made
US Margin Loan Rates Comparison $300k The SALT Scene Europe look like a bastion of stability. Bruce
The SkyBridge Alternatives (SALT) confer- Richards, CEO of Marathon Asset Manage-
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E*TRADE 7.50% has never tried to avoid politics. Its founder, the election in France has made Europe a
Anthony Scaramucci, is a vocal supporter of very stable place politically, while Reade
President Trump, and isnt shy about letting Griffith, chief investment officer of Poly-
Fidelity 6.56% anyone know it. Yet, despite his leanings, gons European Event-Driven fund, touted
the conference always invites speakers from the continents strengthening economy and
both sides of the aisle, and this year was no low valuations. Europe is in the third in-
Schwab 6.75% different, with the likes of Joe Biden and ning, the U.S. is in the seventh, he said.
Karl Rove taking the stage. For once, the The one thing everyone could agree on
Scottrade 6.75% politics didnt feel out of place. was that the turmoil that had engulfed the
By the time the conference began president is bad for the U.S. That was the
Wednesday morning in Las Vegas, the Dow case even among natural antagonists like
TD Ameritrade 7.25% Jones Industrial Average was already down Josh Earnest, White House Press Secretary
more than 200 points, and all anyone wanted under President Barack Obama, and former
to talk about was the president and the ap- George W. Bush advisor Karl Rove. Rove
Vanguard 6.00% pointment of special counsel Mueller. called the appointment of Mueller a good
Speaker after speaker either addressed thing because Americans will have confi-
the turmoil in Washington, or was asked for dence in the outcome, while Earnest said
Interactive Brokers 2.08%1
his view. Former Fed Chief Ben Bernanke, that turmoil is not good, and that every-
when pressed, compared President Trumps one is rooting for Bob Muellers success.
Competitor rm information is for margin loan rates obtained from their troubles to those of Jimmy Carter, another Maybe so. We saw a break from the
respective websites as of 4/4/17. outsider who didnt understand how to get chaos Thursday, when markets took a deep
Competitor rates and oers subject to change without notice. things done in Washington, (Though, it must breath and the Dow bounced back 56 points
be said, thats probably the only thing Trump following its 373-point drop on Wednesday.
If you think our margin rates are low, and Carter have in common.) Pershing And if Washington could become less circus-
take a look at our commission rates. VITAL SIGNS
ibkr.com/seemore Friday's
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WE AUTOMATE TO SAVE YOU TIME AND MONEY DJ US Market 595.10 2.17 0.36 New Lows 155 92
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Trading on margin is only for sophisticated (Finex spot index) 97.12 99.19
S&P 500 2381.73 9.17 0.38
investors with high risk tolerance. You may lose T-Bond
S&P MidCap 1712.08 7.25 0.42 (CBT nearby futures) 153-270 151-140
more than your initial investment. S&P SmallCap 828.12 10.42 1.24 Crude Oil
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like, the market could get back to focusing Industry Action

Performance of DJ U.S. Ind, ranked by wkly % chg.*
The next chapter

on what matters: the fundamentals. Ber-
nanke, for one, said he thought the U.S. Utilities 0.49%
economic expansion could go on long Oil & Gas 0.30
enoughabout another two yearsto be the
in investing
longest on record. The economy is doing Consumer Goods 0.12

well, the former Fed boss observed. Its 0.09 Basic Materials
the little engine that could. Lets hope we
0.23 Industrials
can say the same thing about the market.
0.46 Financials
Grains of SALT: 0.49 Telecommunications
One of the pleasures of the SALT Confer-
0.5 Health Care
ence is hearing investors big and small dis-
cuss their ideas. Some highlights: 0.6 Consumer Services
0.73 Technology
MLP Opportunity. Master limited part- * For breakdown see page M36. Source: S&P Dow Jones Indices
nerships earned a bad reputation when the
collapse in the price of oil revealed that the
pipelines they operated werent the safe
yield play they had been described as. But He noted that Nikes profit margins on Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
are MLPs investable again? Some of them its shoes are much higher when sold di-
are, according to Douglas Rachlin, senior rectly to consumers over the internet than
portfolio manager of the Rachlin Group at through another companys stores, or even An investor should consider investment objectives, risks, charges and expenses
Neuberger Berman. While some well-known its own shops. And while Nike still trades at carefully before investing. To obtain a prospectus, which contains this and other
MLPs have become too large and carry too a valuation premium to the S&P 500, the information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
much debt, Rachlin called two clear shots. gap has narrowed. He said Nike has the po- prospectus carefully before investing.
Energy Transfer Equity (ETE) should tential to be a three-year double. All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to
benefit from a port it owns in Philadelphia sector risks and non-diversication risks, which generally results in greater price uctuations than the
overall stock market. Ordinary brokerage commissions apply.
that can export natural gas, as well as a The Most Popular Investment youve
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select
pipeline that runs down to Texas. And never heard of. One area of agreement
Sector SPDR Trust.
Western Gas Equity Partners (WGP) pays among SALT participants was that regula-
a 4.5% dividend and should grow at an 18% tions will get less onerous for regional and
clip this year, Rachlin said. small community banks.
And whats the best way to play those
Mall Mayhem. Big-name hedge fund man- banks? It just might be trust preferred se-
agers weighed in on the retail wreck, and curities, or TRUPs. These are debt instru-
the future of the American mall. Said Persh- ments issued by the banks, but that are
ing Squares Ackman: The current version treated like equity for regulatory purposes. Autonomous Security Robots
of the department store is dead, before The financial crisis caused investors to avoid
adding that he sees value in both the land, TRUPs. Now theyre back in style because
and the possibility of transforming the space they offer a large yield premium to Treasur-
to focus more on entertainment. Equity ies. They might also be safer than some Knightscope produces Autonomous Data
Group Investments Sam Zell called the U.S. other credit instruments because banks are Machines that provide security professionals
overstored, but he and the Templeton so highly regulated, at least for the time be-
Emerging Markets Groups Mark Mobius ing. Would I rather own a pool of assets
with advanced detection capabilities
agreed that this isnt a problem in emerg- that are regulated and have good founda- working to keep America safe.
ing markets. Everywhere I go, I see shop- tion, asks Brett Jefferson, chief investment
ping malls growing, Mobius commented. officer at Hildene Capital Management, or
a pool of corporate credit that is much more
Knightscope is currently raising up to $20M
Nike Can Still Do It. Nike (NKE) was the levered? TRUPs it is. through a Reg A+ mini-IPO. For a limited
worst-performing stock in the Dow last time, purchase stock at $3.00 per share
year, and some observers, including this Bond managers are no longer the smart- exclusively offered through SeedInvest.
writer, predicted that its underperformance est guys in the room. Weve always heard
would continue into 2017, as it has. that bond investors can sniff trouble from a
John Lykouretzos, the founder and chief mile away, while stock jockeys are the last
investment officer at Hoplite Capital Man- to know. But is that true? Jonathan Lewin-
agement, took to the stage to defend the sohn, managing partner at recently
athletic apparel giant. He argued that the launched Diameter Capital Partners, doesnt Email invest@knightscope.com
stocks weak showing this year resulted
from the shoe makers increased investment
think soand hes betting his career on it.
Lewinsohn, contends that while credit mar-
or visit knightscope.com
spending, as it built out its e-commerce kets used to lead, theyre now backward-
business and developed new products. That looking, thanks to the billions of dollars that An offering statement regarding this offering has been led with the U.S. SEC. The U.S. SEC has qualied that offering
surge in spending, however, should be end- have poured into them, searching for yield. statement which only means that Knightscope may make sales of the securities described by that offering statement. It
does not mean that the U.S. SEC has approved, passed upon the merits or passed upon the accuracy or completeness of
ing, and the investments should pay divi- We founded Diameter to take advantage of the information in the offering statement. You may obtain a copy of the offering circular that is part of that offering state-
ment here: www.seedinvest.com/knightscope. You should read the offering circular before making any investment.
dends, Lykouretzos said. those inefficiencies, he said. BEN LEVISOHN
European
Foreign Investment
Trader
Vodafone Investors Look Beyond the Red Ink

by Digby Larner
BRITISH MOBILE PHONE OPERATOR VODAFONE COULD FINALLY steadying its average revenue per user last yearwhile tap-
be dialing up its performance after suffering for years from ping strong data growth in emerging markets.
sharp competition and regulatory pressure. We continue to be Europes fastest-growing broadband
That may not be obvious immediately from the headline provider, seizing the opportunities created by convergence
figures in its full-year earnings report last week. Vodafone and winning revenue market share, Colao said.
made a whopping loss of 6.1 billion euros ($6.79 billion)19% Goldman Sachs analyst Andrew Lee has Vodafone at Buy
wider than the previous yearafter being hit by a huge and raised his price target to 280 pence from 270 pence fol-
write-down in its troubled Indian business. lowing the results, giving it upside of around 27% from the
Despite that red ink, its shares jumped 4% on the day current level. He says the results were in-line but guidance
the figures were released, helped largely by its upbeat earn- was better than expected, suggesting that with capital ex-
ings outlook and a 2% dividend increase. CEO Vittorio Co- penditures falling its free cash flow should cover the divi-
lao said on the earnings call that Vodafones (ticker: dend in fiscal 2018 for the first time in years.
VOD.UK) adjusted organic earnings should rise by 4% to Price competition from upstart players has been a bug-
Vodafones focus has 8% this year, to between 14 billion and 14.5 billion. bear for incumbent telecoms companies worldwide. It has
been on spreading its More encouraging was his free cash-flow forecast. Hav- been a particular problem for Vodafone in India and became
ing more than tripled free cash flow last year to 4.1 billion, critical with the arrival of mobile operator Reliance Jio Info-
high-speed mobile Colao expected it to rise to around 5 billion this year, spur- comm, bankrolled by Indias richest man, Mukesh Ambani,
ring hopes the company will continue to deliver on its pro- which gained a foothold by offering free services. The com-
networks in Europe, gressive dividend policy. pany now charges ultralow rates.
India and Africa. Vodafone has a reputation for looking after its investors. That had a big impact on Vodafones finances, forcing it to
After making $130 billion from the sale of its Verizon Wire- write down its Indian business by 5 billion last November.
less stake in 2014, it handed shareholders $84 billion, con-
founding expectations that it would launch a massive acqui- Undeterred, and still determined to tap Indias enor-
sition spree. A strong dividend has helped cement mous growth potential, Vodafone announced plans in March
shareholders loyalty, effectively paying them to sit out the to merge its Indian business with local player Idea Cellular
difficult years. (532822.India) to create a joint venture valued at nearly
At 5.73%, its current dividend yield is well above its ma- $24 billion that will vault over Bharti Airtel (532454.India)
jor European rivals. French operator Orange (ORA.France) as the countrys biggest operator.
is a distant second at 4.28%, while Germanys Deutsche Apart from generating synergies with an estimated net
Telekom (DTE.Germany) trails at 3.45%, just present value of $10 billion, the India deal relieves some of
European ahead of Spains Telefonica with 3.34% the debt burden on Vodafones balance sheet. It also gave
Markets, (TEF.Spain). rise to a partial reversal of the Indian impairment, reducing
page M27 Still, it isnt all about the shareholders. The it to 3.7 billion, net of tax.
company resisted big M&A but it has plowed Morgan Stanley analyst Emmet B. Kelly has Vodafone
money into improving its services, aiming to attract clients at Overweight with a 260 pence price target, offering po-
with its product quality. Its focus has been on spreading its tential upside of over 18%. He says the India deal offers
high-speed mobile networks in Europe and the emerging a number of important benefits aside from the promised
telecom markets of India and Africa. Its biggest acquisitions synergies that includes the removal of around 8 billion
have been of European cable operators, intended to help it worth of debt from Vodafones balance sheet. Which is
offer users the four-in-one quad play package of mobile, considerably more than our prior value for Vodafone India
fixed-line, cable, and internet. [at 4.6 billion], he notes.
Last year it combined its Dutch business with that of Vodafone shares closed at 220 pence on Friday, down by
Liberty Global (LBTYB) to create a joint venture with 4% over the last year but up 11% in the last three months,
combined annual revenue of around 3.5 billion, reigniting comfortably outperforming the Stoxx Europe 600 which has
speculation that the two companies could one day forge added a little over 5% over the same period.
deeper ties.
Those investments have also allowed Vodafone to offer DIGBY LARNER, based in Paris, is a Wall Street Journal editor for
more generous plans to its European mobile customers Europe, the Middle East, and Africa.
Asian Trader
Foreign Investment
Emerging Markets
Nine Ways to Play Silk Road Argentina Rises as Brazil Sinks

by Daniel Shane by Dimitra DeFotis
AS THE U.S. BECOMES EVER MORE ENTANGLED IN INVESTIGA- UNLIKE ITS NEIGHBOR BRAZIL, ARGENTINA IS MOSTLY ENJOYING
tions of its recent presidential election mess, China is quietly good news these days.
easing itself to the forefront of the world stage. Indexer MSCI is expected to confirm next month that Ar-
At a summit in Beijing, President Xi Jinping pledged to gentina will be elevated from frontier to emerging market
almost 30 national leaders a new form of economic globaliza- status some time in 2018, which should draw in a new group
tion that is open, inclusive, balanced, and beneficial to all. It of eligible funds and other investors interested in more devel-
doesnt take a genius to read between the lines: China is reach- oped markets. Argentina has been on the rebound since cen-
ing out to other countries while the U.S., under Donald Trump, is pulling back. ter-right President Mauricio Macri took office in December 2015, ending 12
Trump yanked the worlds biggest economy from the Trans-Pacific Partnership, years of left-leaning rule under Cristina and Nstor Kirchner.
a trade deal that excluded China, and China is happy to fill that void. China is Macri has loosened currency restrictions and settled lawsuits with investors
striving for greater global influence, says Credit Suisse analyst Shen Hu. holding claims on defaulted government debt. This year Argentinas gross do-
The centerpiece of Xis globalization drive is One Belt, One Road. OBOR, mestic product is expected to expand 2.2%. Inflation remains a major challenge
as its commonly known, will see the Middle Kingdom invest up to $500 billion and could exceed 20% in 2017, according to the International Monetary Fund.
in more than 60 emerging markets over the next five years, ranging from But with 10-year Argentine treasury bonds yielding about 6.25%, investors
Kazakhstan to Kenya. The intention is to reboot Chinas historical Silk Road have snapped up roughly $30 billion in new bonds issued, as Argentina re-
via new trade links and huge infrastructure projects including railroads, ports, turned to foreign capital markets for the first time since its 2001 default. As
and highways. By some estimates, it will connect two-thirds of the worlds pop- for stocks, the Global X MSCI Argentina exchange-traded fund (ticker:
ulation and a quarter of its gross domestic product. Entities like the Asian ARGT) is up 49% over the past 12 months.
Infrastructure Investment Bank, or AIIB, a development bank founded by Presuming the index reconstitution, and a healthy backdrop for emerging
China in the mold of the International Monetary Fund, will help foot the bill. markets overallcommodity prices in a respectable trading range, no central
bank surprises, no growth shocks from China or elsewhereArgentina is a good
The plan is a crucial pillar of Xis legacy as president of China, but it should bet among developing markets, says Sean Newman, a portfolio manager who
also provide some breathing room for the worlds second-biggest economy, too, helps oversee $1.7 billion in emerging market bond investments at Invesco. He
where growth is sputtering. Better trade links and foreign demand, for exam- wants to see more evidence that the government can achieve its fiscal deficit
ple, will boost corporate profits and could help China export rampant overca- target of about 3.5% of GDP, down from 4.2% at the end of 2016, with legisla-
pacity in areas like steel. tive elections in October possibly slowing progress. But he likes Argentine gov-
Equity investors can go along on this trip, which could play out over the ernment debt in dollars and pesos, and provincial and corporate debt.
next few years. CLSA analyst Alexious Lee reckons that Chinas locomotive
stocks will be among the beneficiaries. Beijings China Argentina is outshining Brazil, which last week was in the midst of yet-an-
Railway Construction (1186.Hong Kong), which also Tables: Asian other major corruption inquiry after a recording was discovered that allegedly
builds highways and other infrastructure, already has Markets, page M27 implicates President Michel Temer in a coverup scandal. Temer denied the alle-
seen strong order growth from Russia, Malaysia, and Emerging Markets, gations. Brazil is still trying to inch its way from a prolonged recession. The
Thailand. This momentum should continue. Trading at Barrons.com iShares MSCI Brazil Capped ETF (EWZ) tumbled more than 17% Thursday
eight times forward earnings, its shares look cheap, on the Temer news. But there was little contagion effect for Argentina, with
and Lee thinks they could rise by 40%. its ETF down 3%.
The same goes for China Railway (390.Hong Kong), whose share price is The Argentine equity market is small but diverse: The underlying MSCI Ar-
also cheap at nine times 12 months earnings. It could rise by almost 15%. The gentina index of nine stocks encompasses 85% of the countrys equity universe.
company is picking up work in Indonesia, Laos, and as far afield as the former Online Latin American retailer MercadoLibre (MELI), with a market cap of $12
Yugoslavian states. CRRC (1766.Hong Kong), which makes rolling stock like billion, and oil and gas exploration company YPF (YPF) with a market value of
locomotives, will start picking up orders along the New Silk Road once these $9.5 billion, dominate. The stocks this year are up 76% and 49%, respectively.
railway lines have been laid down. Lee thinks the stock has a 10% upside. A smaller and more entrepreneurial name in the index has had its struggles:
Credit Suisse broadens the suite of choices for investors. Port builder China Adecoagro (AGRO), with a market value of $1.4 billion, was co-founded by
Communications Construction (1800.Hong Kong) aims to get 50% of its reve- CEO Mariano Bosch to squeeze efficiencies from farmland it owns or leases
nue from overseas business, while truck maker Sinotruk Hong Kong in Argentina, Brazil, and Uruguay. Earnings, tied to sugar, corn, and beef
(3808.Hong Kong), and industrial giant Sinopec Engineering (2386.Hong cycles, have been elusive, but Bosch told Barrons last week that the small 6%
Kong) are also well positioned to gain. Investors with a taste for the exotic can stock return this year is due mostly to the publicized selling by early investors,
look further afield in Southeast Asian markets: Malaysian builders Gamuda including George Soros. The stock is a bit pricey at roughly 1.9 times tangible
(5398.Malaysia) and IJM (3336.Malaysia), alongside Indonesias PT Wijaya book value, but as MSCI shifts Argentina into the bigger leagues, returns could
Karya (WIKA.Indonesia), could all make compelling plays on this theme. be more bountiful.
email: daniel.shane@barrons.com email: dimitra.defotis@barrons.com

Winners and Losers

NYSE BIGGEST % MOVERS NYSE MOST ACTIVE NYSE MKT 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
Dynegy(DYN) 50631 9.12 +2.30 +33.7 Patheon(PTHN) 54410 2132.8 34.61 +8.61 LilisEnergy(LLEX) 1915 192.4 5.38 +0.31 GlycoMimetics(GLYC) 7353923476.5 12.76 +7.76
Patheon(PTHN) 54410 34.61 +8.61 +33.1 AdvDisposalSvcs(ADSW) 8760 868.6 21.92 +0.26 OrchidsPaper(TIS) 2068 160.5 13.29 2.87 SyndaxPharm(SNDX) 5735 1135.4 14.34 +5.66
voxeljet(VJET) 1473 5.15 +1.20 +30.4 Valvoline(VVV) 39382 817.7 22.61 0.04 inTEST(INTT) 693 125.8 8.00 +0.10 ConcurrentComp(CCUR) 1205 1120.0 6.38 +0.58
BrightScholarEduc(BEDU) 6150 12.72 +2.22 +21.1 OM AssetMgmt(OMAM) 12432 664.7 14.34 0.69 TompkinsFin(TMP) 386 107.8 76.07 4.35 Forterra(FRTA) 11995 996.7 10.54 9.18
Renren(RENN) 1454 7.34 +1.19 +19.3 Zhaopin(ZPIN) 2050 632.4 18.02 +0.10 GoodrichPetrol(GDP) 158 106.4 13.18 0.82 CellularBiomed(CBMG) 674 650.2 6.85 +1.55
WildHorseResource(WRD) 4067 13.46 +1.98 +17.2 AshlandGlobal(ASH) 14966 437.6 65.01 +5.44 IMPAC Mortgage(IMH) 590 88.5 15.16 1.70 LibertyFormOne C(FWONK) 17053 526.1 30.85 2.30
GeoPark(GPRK) 3209 8.51 +1.17 +15.9 GeoPark(GPRK) 3209 377.8 8.51 +1.17 Majesco(MJCO) 53 66.2 4.81 0.39 PeoplesBncpNC(PEBK) 352 486.3 27.40 1.10
TriumphGroup(TGI) 5881 22.95 +3.15 +15.9 Verso(VRS) 3438 275.7 3.67 2.40 NatlHealthcare(NHC) 192 62.6 70.02 1.75 RedRobin(RRGB) 8088 406.4 72.95 +15.30
ChicagoB&I(CBI) 36164 274.6 20.80 2.24 MastechDigital(MHH) 246 54.5 6.81 +0.04 Invuity(IVTY) 2124 392.7 7.35 0.90
Losers TAL Education(TAL) 8231 250.8 123.75 4.22 UniqueFabricating(UFAB) 124 52.2 10.07 1.87 P&FIndustries(PFIN) 123 392.0 6.20 0.44
Name (Sym) Volume Close Change %Chg. Dick's(DKS) 46062 227.0 40.80 7.26 NorsatIntl(NSAT) 203 40.9 11.13 +0.82 Weibo(WB) 37550 382.2 78.31 +15.87
Verso(VRS) 3438 3.67 2.40 39.5 CentraisElBras(EBR) 3964 216.5 4.01 1.58 EnviroStar(EVI) 163 40.6 20.40 3.95 trivago(TRVG) 15876 370.6 19.01 +1.18
SibanyeGold(SBGL) 29765 5.51 3.20 36.7 PerformanceFood(PFGC) 12230 213.9 27.70 +0.05 CheniereEnHldgs(CQH) 982 40.0 26.47 +0.49 KornitDigital(KRNT) 6231 361.5 18.55 3.45
CentraisElBras(EBR) 3964 4.01 1.58 28.3 EvolentHealth(EVH) 11934 205.6 23.55 1.60 ConTomka(CTO) 69 26.2 54.45 0.02 GuidanceSoftware(GUID) 2380 358.8 6.48 +0.42
GOLLinhas(GOL) 4857 12.25 4.04 24.8 AlamoGroup(ALG) 633 203.4 83.51 +1.27 CheniereEnergy(LNG) 10902 24.4 49.75 +1.07 Sina(SINA) 19250 358.0 102.11 +18.61
EngGr-Cmg(CIG) 39343 2.23 0.64 22.3 FootLocker(FL) 27175 192.1 58.72 16.16 Libbey(LBY) 1178 20.5 8.22 0.77 AtlasAir(AAWW) 4408 353.4 47.55 2.00
FootLocker(FL) 27175 58.72 16.16 21.6 McClatchy(MNI) 341 190.9 8.44 1.29 CPI Aero(CVU) 369 20.4 6.95 0.80 CoriumIntl(CORI) 2828 310.6 6.85 +1.20
AmerEagle(AEO) 64949 10.85 2.68 19.8 Dynegy(DYN) 50631 187.3 9.12 +2.30 AdamsRes(AE) 32 19.5 40.03 +0.43 Baozun(BZUN) 15328 292.0 21.69 +1.71
EngGr-Cmg C(CIG/C) 23 2.48 0.48 16.2 Shopify(SHOP) 23821 187.2 88.87 4.71 EvansBancorp(EVBN) 61 18.1 39.95 +0.95 RepublicFirstBncp(FRBK) 3730 263.2 8.80 0.00
AmerEagle(AEO) 64949 185.3 10.85 2.68 Skyline(SKY) 432 15.0 5.76 0.48 SyrosPharm(SYRS) 453 262.6 16.84 +2.28
NYSE MKT 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.
BankofAmerica(BAC) 492789 23.05 0.95 4.0 Globalstar(GSAT) 65363 2.33 +0.04 +1.7 CiscoSystems(CSCO) 213146 31.21 2.24 6.7
TrioTech(TRT) 383 5.30 +0.81 +18.0
PetroleoBrasil(PBR) 255192 8.96 1.28 12.5 NewGold(NGD) 33634 2.97 0.03 1.0 FrontierComm(FTR) 196667 1.46 +0.25 +20.7
GlobalSCAPE(GSB) 366 4.56 +0.41 +9.9
Ambev(ABEV) 231091 5.66 0.60 9.6 NorthernDynasty(NAK) 27079 1.77 0.09 4.8 Apple(AAPL) 156535 153.06 3.04 1.9
Intellicheck(IDN) 315 3.90 +0.34 +9.6
GeneralElec(GE) 216644 28.05 0.22 0.8 B2Gold(BTG) 26026 2.49 +0.02 +0.8 Microsoft(MSFT) 147553 67.69 0.02 0.0
InnSuitesHosp(IHT) 85 2.19 +0.19 +9.4
FordMotor(F) 194197 10.87 0.05 0.5 NovaGoldRscs(NG) 13295 4.21 0.20 4.5 NVIDIA(NVDA) 141079 136.00 +8.11 +6.3
NevsunRscs(NSU) 5124 2.49 +0.19 +8.3
Vale(VALE) 184377 8.42 +0.16 +1.9 GastarExploration(GST) 13294 1.09 0.06 5.2 MicronTech(MU) 120659 27.82 1.11 3.8
NorsatIntl(NSAT) 203 11.13 +0.82 +8.0
Snap(SNAP) 171951 20.00 +0.86 +4.5 AsankoGold(AKG) 12973 2.16 0.25 10.4 SiriusXM(SIRI) 111531 4.91 +0.10 +2.1
MatinasBioPharma(MTNB) 2429 2.96 +0.21 +7.6
ChesapeakeEner(CHK) 160230 5.78 +0.15 +2.7 SandstormGold(SAND) 12128 3.54 0.07 1.9 Intel(INTC) 106026 35.40 0.13 0.4
AltisourceAsset(AAMC) 31 74.75 +4.60 +6.6
ValeantPharm(VRX) 150924 13.52 0.07 0.5 PalatinTech(PTN) 11897 0.42 0.05 10.6 Facebook(FB) 96938 148.06 2.27 1.5
Losers ItauUnibanco(ITUB) 141480 10.88 1.94 15.1 SRC Energy(SRCI) 11322 7.37 +0.04 +0.5 AppliedMaterials(AMAT) 90058 44.08 +0.64 +1.5
Name (Sym) Volume Close Change %Chg. PenneyJC(JCP) 139272 4.56 +0.01 +0.2 CheniereEnergy(LNG) 10902 49.75 +1.07 +2.2 Comcast A(CMCSA) 89670 38.85 0.13 0.3
Pfizer(PFE) 137333 32.46 0.55 1.7 GoldenStarRscs(GSS) 9982 0.72 +0.03 +5.0 Zynga(ZNGA) 88831 3.45 +0.13 +3.9
BovieMedical(BVX) 1094 2.15 0.50 18.9
SouthwesternEner(SWN) 126455 7.11 0.55 7.2 GranTierraEner(GTE) 9598 2.57 +0.07 +2.8 Yahoo(YHOO) 74391 50.18 +0.53 +1.1
OrchidsPaper(TIS) 2068 13.29 2.87 17.8
Twitter(TWTR) 124387 18.35 0.26 1.4 Cel-Sci(CVM) 9512 0.11 +0.00 +1.5 GlycoMimetics(GLYC) 73539 12.76 +7.76+155.2
EnviroStar(EVI) 163 20.40 3.95 16.2

Sprint(S) 122457 8.07 +0.12 +1.5 TherapeuticsMD(TXMD) 8352 4.21 0.24 5.4 21stCenturyFoxA(FOXA) 63092 27.11 0.83 3.0
UniqueFabricating(UFAB) 124 10.07 1.87 15.7
AT&T(T) 117027 38.24 0.25 0.6 BritishAmTob(BTI) 8177 70.94 +1.03 +1.5 Qualcomm(QCOM) 62116 57.67 +2.35 +4.2
LadenburgThalmann(LTS) 1665 2.13 0.32 13.1
RiteAid(RAD) 114848 3.46 0.49 12.4 Banro(BAA) 8031 0.09 0.03 24.8 JD.com(JD) 62005 41.06 +0.50 +1.2
Servotronics(SVT) 19 9.26 1.33 12.6
Citigroup(C) 114515 61.10 +0.03 +0.0 SyntheticBiolog(SYN) 6786 0.52 +0.00 +0.8 Symantec(SYMC) 61452 29.02 1.99 6.4
NTN Buzztime(NTN) 135 7.04 0.85 10.8
Noble(NE) 107627 4.55 +0.03 +0.7 UraniumEner(UEC) 6771 1.44 0.10 6.5 FireEye(FEYE) 56179 14.94 +0.15 +1.0
AmShrHosp(AMS) 377 3.95 0.47 10.7
Alibaba(BABA) 107231 123.22 +2.88 +2.4 GreatPanthrSlvr(GPL) 6737 1.27 0.04 3.1 BlackBerry(BBRY) 53489 10.38 +1.03 +11.0
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) 13222406 123.22 +2.88 +2.4 CheniereEnergy(LNG) 654467 49.75 +1.07 +2.2 Apple(AAPL) 24680786 153.06 3.04 1.9
GlycoMimetics(GLYC) 73539 12.76 +7.76 +155.2 BankofAmerica(BAC) 12709437 23.05 0.95 4.0 BritishAmTob(BTI) 498553 70.94 +1.03 +1.5 NVIDIA(NVDA) 20118693 136.00 +8.11 +6.3
SyndaxPharm(SNDX) 5735 14.34 +5.66 +65.2 Citigroup(C) 7724189 61.10 +0.03 +0.0 StraightPath(STRP) 220409 179.57 0.11 0.1 Amazon.com(AMZN) 16790965 959.84 1.51 0.2
SORL AutoParts(SORL) 21158 7.13 +2.59 +57.0 JPMorganChase(JPM) 7152191 84.78 2.14 2.5 Globalstar(GSAT) 182085 2.33 +0.04 +1.7 Facebook(FB) 14179307 148.06 2.27 1.5
CellularBiomed(CBMG) 674 6.85 +1.55 +29.2 GeneralElec(GE) 6863846 28.05 0.22 0.8 NewGold(NGD) 122672 2.97 0.03 1.0 Microsoft(MSFT) 10507945 67.69 0.02 0.0
Immunogen(IMGN) 26736 5.25 +1.15 +28.0 Wal-Mart(WMT) 5835117 78.77 +3.06 +4.0 SRC Energy(SRCI) 93125 7.37 +0.04 +0.5 Tesla(TSLA) 8699694 310.83 13.98 4.3
RedRobin(RRGB) 8088 72.95 +15.30 +26.5 WellsFargo(WFC) 5604128 53.06 +0.04 +0.1 B2Gold(BTG) 75205 2.49 +0.02 +0.8 CiscoSystems(CSCO) 7389332 31.21 2.24 6.7
AlnylamPharm(ALNY) 12816 71.67 +14.90 +26.2 Nike(NKE) 5015372 51.77 2.43 4.5 NovaGoldRscs(NG) 71197 4.21 0.20 4.5 Alphabet A(GOOGL) 5835065 954.65 0.49 0.1
Weibo(WB) 37550 78.31 +15.87 +25.4 Pfizer(PFE) 4832501 32.46 0.55 1.7 NorthernDynasty(NAK) 51213 1.77 0.09 4.8 Alphabet C(GOOG) 5760043 934.01 +1.79 +0.2
ExxonMobil(XOM) 4768267 81.93 0.62 0.8 SandstormGold(SAND) 50520 3.54 0.07 1.9 AppliedMaterials(AMAT) 4463896 44.08 +0.64 +1.5
Losers AT&T(T) 4746635 38.24 0.25 0.6 TherapeuticsMD(TXMD) 40106 4.21 0.24 5.4 Netflix(NFLX) 4114837 157.02 3.79 2.4
Name (Sym) Volume Close Change %Chg. J&J(JNJ) 4744246 127.00 +3.36 +2.7 CheniereEnerPtrs(CQP) 39757 32.50 +0.87 +2.8 Intel(INTC) 4011855 35.40 0.13 0.4
Forterra(FRTA) 11995 10.54 9.18 46.6 HomeDepot(HD) 4585361 156.30 0.62 0.4 AsankoGold(AKG) 39349 2.16 0.25 10.4 Qualcomm(QCOM) 3914222 57.67 +2.35 +4.2
Oncobiologics(ONS) 359 1.37 0.71 34.1 GoldmanSachs(GS) 4442022 215.39 7.43 3.3 TompkinsFin(TMP) 33921 76.07 4.35 5.4 Priceline(PCLN) 37061781808.28 9.90 0.5
MirnaTherap(MIRN) 711 1.39 0.61 30.5 Salesforce.com(CRM) 4425646 87.40 1.64 1.8 ImperialOil(IMO) 32183 28.99 +0.01 +0.0 Comcast A(CMCSA) 3638451 38.85 0.13 0.3
WestmorelandCoal(WLB) 2736 7.19 2.63 26.8 Disney(DIS) 4412485 107.52 2.17 2.0 MAG Silver(MAG) 31200 12.04 +0.09 +0.8 MicronTech(MU) 3600655 27.82 1.11 3.8
JMU(JMU) 165 1.83 0.59 24.4 Allergan(AGN) 4319032 219.13 11.75 5.1 OrchidsPaper(TIS) 29482 13.29 2.87 17.8 Baidu(BIDU) 3517556 188.76 +1.93 +1.0
AntheraPharm(ANTH) 1809 1.63 0.50 23.5 Verizon(VZ) 4101946 45.42 0.42 0.9 CheniereEnHldgs(CQH) 29010 26.47 +0.49 +1.9 Yahoo(YHOO) 3452129 50.18 +0.53 +1.1
PernixTherap(PTX) 2620 4.59 1.26 21.5 Visa(V) 3867219 92.48 0.25 0.3 GranTierraEner(GTE) 26880 2.57 +0.07 +2.8 Broadcom(AVGO) 3438146 234.10 1.86 0.8
HighpowerIntl(HPJ) 3263 4.45 1.20 21.2 Target(TGT) 3697742 55.99 +0.19 +0.3 KlondexMines(KLDX) 21678 3.33 0.01 0.3 Weibo(WB) 3004773 78.31 +15.87 +25.4
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 and include only issues whose price has changed 5% or more with a previous closing price of
$2 or higher. 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
Current
Capital Markets
Yield
Using Bonds to Play Defense Bond Center

GLOBAL SHORT-TERM RATES GLOBAL LONG-TERM RATES
$ Euro Yen 10-Yr. U.S. U.K Gilts German
by Amey Stone T-Note Bunds
1.9% 3%
WHEN CHAOS ENGULFS where we were, she says.
Washington and stocks If this pessimism is borne out, there is 1.5
tank, theres rarely a bet- more downside ahead for stocks. Investors
1.1 2
ter place for investors to looking for a way to hedge the risk of a
be than in Treasury bonds. stock market meltdown should buy some 0.7
We saw a stark re- Treasuries, says Jones, which can be pur-
0.3 1
minder of that on Wednes- chased through the governments Treasury-
day, when stocks fell nearly 2% and Trea- Direct website. Conversely, you could get -0.1
sury yields fell 11 basis points (one basis exposure via an exchange-traded fund like -0.5 0
point is one one-hundredth of a percentage iShares 7-10 Year Treasury Bond (ticker: Dec Jan Feb Mar Apr May Jan Feb Mar Apr May
point). Markets stabilized after that tumult, IEF) or the more volatile iShares 20+ Year
but the yield on the 10-year Treasury note Treasury Bond (TLT).
still ended the week at 2.24%, down from a A so-called barbell strategy, combining U.S. TREASURY YIELD CURVE U.S.CREDIT
mid-March high of 2.63%. (Bond prices and short-term and longer-term bonds, makes 5/20/2016 4/21/2017 5/19/2017 Corporate High Yield Munis
yields move in opposite directions.) sense. Heckman suggests buying short-term 3.0% 7%
Just because stocks bounced back doesnt investment-grade floating-rate notes, which 30 yr = 2.904
6
mean they will stay buoyant. Fixed-income will benefit from higher yields if the Fed
strategists expect more political bombshells, hikes rates, he says. At the long end of the 5
2.0
and the investigation into the Trump cam- barbell, high-quality corporates and munici- 2 yr = 1.278
4
paigns ties to Russia could drag on for well pal bonds are better values than Treasuries, 10 yr = 2.243 3
over a year. Economists are scaling back he says. The VanEck Vectors Investment 1.0
2
their expectations for the timing and the Grade Floating Rate ETF (FLTR) is one
ultimate size of measures such as tax cuts way to buy floating-rate bonds. 1
and infrastructure spending. 3M 6M 2Y 5Y 10Y 30Y 0.0 Jan Feb Mar Apr May 0
We wont see it in 2017, says James High-yield bonds, which typically fall with Source: Barrons Statistics / Tullett Prebon
Kochan of Wells Fargo Funds, as legislators stocks, held up fine last week. It takes a few
will be preoccupied with other things. days of a stock selloff for that market to Week's Most Active
Whats more, the Federal Reserve is react, says Richard Lindquist, who runs Mor- INVESTMENT GRADE
Issuer Name Symbol Coupon Maturity Est Vol** High Low Last Change Yield
likely to keep raising rates despite the gan Stanley Investment Managements high-
Hsbc Holdings Plc HSBC 6.000 May 22, 2049 942,572 103.000 100.375 101.500 n.a. 5.800
climate of political crisis. The next hike is yield group. Still, Wednesday didnt provide Morgan Stanley MS 2.750 May 19, 2022 769,049 100.297 99.952 100.129 n.a. 2.722
expected in June. Yet some strategists see much evidence that credit risk is a worry. Anheuser-Busch Inbev Finance Inc ABIBB 3.650 Feb 01, 2026 453,690 103.075 101.350 102.833 0.567 3.263
signs of economic growth cooling, and worry Spreads on investment-grade corporate Telefonica Emisiones Sau TELEFO 5.213 Mar 08, 2047 331,225 106.867 105.195 106.750 1.360 4.785
Sabine Pass Liquefaction Llc CQP 5.625 Apr 15, 2023 297,514 112.489 111.650 112.214 1.342 3.239
it will worsen if business and consumer sen- bonds widened one basis point, says Monica Travelers Companies Inc TRV 4.000 May 30, 2047 296,623 101.973 99.606 101.902 n.a. 3.891
timent wane in the coming weeks. Erickson, a portfolio manager at DoubleLine. International Flavors & Fragrances IncIFF 4.375 Jun 01, 2047 283,570 102.685 99.775 101.698 n.a. 4.273
That raises the specter of the Fed hiking I wouldnt say it was a buying opportunity.
HIGH YIELD
interest ratesand even starting to shrink Wells Fargos Kochan doesnt recommend
Cheniere Corpus Christi Holdings Llc CHCOCH 5.125 Jun 30, 2027 770,251 101.500 100.125 101.125 n.a. 4.981
its balance sheetinto a slowdown. The making a big move into Treasuries, since the Intelsat Jackson Holdings Sa INTEL 5.500 Aug 01, 2023 320,216 86.063 82.000 83.250 -1.875 9.097
economy remains healthy, but a mild reces- economy is sound and they have just rallied Frontier Communications Corp FTR 11.000 Sep 15, 2025 303,210 96.295 92.350 94.875 1.875 11.984
sion isnt out of the question, says Dan sharply. He suggests scaling back on long- Frontier Communications Corp FTR 10.500 Sep 15, 2022 292,157 99.563 97.000 99.500 1.656 10.618
Dynegy Inc DYN 7.625 Nov 01, 2024 273,265 100.500 91.250 98.375 6.575 7.917
Heckman, fixed-income strategist at U.S. term bonds in favor of five- to seven-year Intelsat Luxembourg Sa INTEL 7.750 Jun 01, 2021 268,397 56.000 52.500 55.500 2.000 26.352
Bank Wealth Management. Its one reason issues. He sees junk bonds as a decent Dynegy Inc DYN 7.375 Nov 01, 2022 243,944 102.750 94.688 101.500 6.000 6.875
he suggests that investors stay with high- opportunity for yields around 3% in short- to
quality bonds and avoid junk-rated ones. intermediate-term maturities. CONVERTIBLE
Atlas Air Worldwide Holdings Inc AAWW 1.875 Jun 01, 2024 321,694 104.417 99.100 103.463 n.a. 1.356
Theres plenty of uncertainty about the Lindquist says hes often asked if junk Realpage Inc RP 1.500 Nov 15, 2022 215,667 103.688 99.375 103.251 n.a. 0.890
longer-term Fed outlook. While a June rate bonds are too expensive. He notes that Dermira Inc DERM 3.000 May 15, 2022 123,026 108.199 103.933 106.546 3.171 1.625
hike is baked in, markets have priced in only theyre one of the few ways to get a decent Micron Technology Inc MU 3.000 Nov 15, 2043 108,248 112.200 106.125 107.787 -3.308 -13.730
two more through 2019, notes Kathy Jones, yield: Were still in a low-interest world Dish Network Corp* DISH 3.375 Aug 15, 2026 102,707 123.481 118.839 120.297 1.682 1.060
Ensco Jersey Finance Ltd ESV 3.000 Jan 31, 2024 96,904 93.375 89.375 91.500 n.a. 4.485
chief fixed income strategist at Charles where your options are pretty limited. Synchronoss Technologies Inc SNCR 0.750 Aug 15, 2019 96,743 87.938 83.889 87.938 1.938 6.673
Schwab. Thats a lot less than the Fed is * Denotes a security whose last round lot trade did not take place on the last business day prior to publication. **(000).
projecting and a significant downshift from email: amey.stone@barrons.com Source: MarketAxess Corporate BondTicker
13D Filings Strategic said it bought the shares based on

the belief that they represented an attrac-
tive investment opportunity. It also re-
The Activist Spotlight
Parexel International (PRXL)
ported that on Jan. 31, Ben Mackovak, a Business: outsourced biopharma-
Investors Report to the SEC managing member of Strategic, was ap- ceutical research, testing, planning
pointed to the United board. Investors Avg Cost: $62.23/share
13Ds are filed with the Securities and Exchange Commission within 10 days of an entitys StockMarket Value: $4 billion
Increases in Holdings ($78.97/share)
attaining a greater than 5% position in any class of a companys securities. Subsequent Whats Happening: Starboard
changes in holdings or intentions must be reported in amended filings. This material has Tempur Sealy International (TPX) Value believes there is a substantial
been extracted from filings released by the SEC from May 11 through May 17, 2017. H Partners Management raised its stake opportunity to improve Parexels op-
Source: InsiderScore.com to 8,250,000 shares (15.3%) after buying erating margins, and that there
640,000 shares from May 12 to May 15 at would be significant strategic and fi-
prices from $46.79 to $48.71 each. nancial interest in acquiring it.
Activist Filings Filing separately, Dragoneer Invest- Key Numbers:
ment Group revealed it, too, acquired a Decreases in Holdings 600-700 basis points (six to
DigitalGlobe (DGI) stakeof 4,285,700 shares (3.7%) after seven percentage points): amount
On May 15, Edenbrook Capital sent a let- purchasing 3,378,300 from March 16 to Air Products & Chemicals (APD) by which PRXL operating margins
ter to DigitalGlobal CEO Jeffrey Tar ex- April 13 at $9.88 to $10.77. Dragoneer Pershing Square Capital Management trail its peers
pressing its displeasure with the proposed stated it had recently re-initiated a posi- sold 2,230,138 shares from May 5 to 1,000 basis points (10 percent-
sale of DigitalGlobal announced Feb. 24. tion in Etsy and is pleased to be a sig- May 15 at $142.18 to $147.23 each. It also age points): operating-margin im-
If you intend to stick to the shareholder- nificant shareholder along with TPG. reported options transactions that reduced provement at INC Research under
unfriendly no solicitation provision, how its holding to 10,818,001 shares (4.97%). Jamie Macdonalds leadership.
can you at least not get DGI shareholders, U.S. Auto Parts Network (PRTS) Behind the Scenes: Starboard is
including yourself, the same valuation that Oak Investment Partners reported that CBRE Group (CBG) a very successful activist with exten-
MacDonald, Dettwiler and Associates on March 30 Fredric Harman resigned ValueAct Capital owns 34,373,250 shares sive experience helping companies
(MDA) has when they clearly need our as- from the board. Harman is a managing (10.2%) after selling 7.5 million on May 11 focus on operational efficiency and
sets and business so badly? said Eden- member of Oak. The investor holds 5,017 at $35.20 apiece. margin improvement. Parexel is a
brook. We dont disagree that DGI would shares (0.01%) after distributing 10,806,405 clinical-research organization that
be highly valuable to MDA. We just want on May 15. Eagle Pharmaceuticals (EGRX) runs trials for pharma companies. Its
a price that reflects it. ProQuest Investments sold 299,010 shares business makes sense because a lot
Edenbrook owns 262,125 shares (0.42% Original Filings from March 16 to April 3 at $82 to $83.51 of pharma companies dont have the
of the outstanding) after buying 2,000 on each. It also acquired 54,180 by exercising scale or breadth or staff to run their
May 17 at $31.19 apiece. United Security Bancshares (UBFO) options and disposed of 3,584,087 on own trials economically.
Strategic Value Partners revealed owner- May 15 via a distribution. The transactions Parexels business is stable and
Etsy (ETSY) ship of 916,289 shares (5.4%) after the pur- reduced ProQuests ownership to 209,158 sticky, with strong secular tailwinds.
TPG Capital disclosed ownership of chase of 389,958 on May 8 at $8.20 apiece. shares (1.4%). The company could improve operat-
5,003,888 shares (4.3% of outstanding) and ing margins with better forecasting
purchases of 4,594,297 shares from May 3 and planning. Starboard has retained
to May 15 at $10.39 to $11.43 each. TPG Macdonald, former CEO of INC Re-
said it recognizes the importance of facili- search, as a consultant. With him,
tating entrepreneurialism and creativity. they will probably look for board rep-
TPG added that it looks forward to en- resentation and, possibly, manage-
gaging with the company, its employees, ment changes. Theres also another
and the broader Etsy community of artists possibility: Its been reported that
and entrepreneurs to plan and build for Parexel has explored a sale.
Etsys long-term future and that it has Almost all players in this space
contacted Etsy to offer to engage in discus- have had private-equity ownership at
sions regarding strategic alternatives. some point, and Starboards involve-
ment could get management moti-
InsiderScore.com is a provider of insider, vated to sell. If it comes to deciding
institutional, and stock-buyback data, to sell or be replaced, management
analytics, and research. For a free analysis of will likely opt for selling and making
your holdings, visit InsiderScore.com or a graceful exit. KENNETH SQUIRE
call 866-400-9595.
The 13D Activist Fund, a mutual fund run

Corrections & Amplifications by an affiliate of the author and not con-
nected to Barrons, has no position in the
In last weeks Emerging Markets column
David Ferrier for Barrons
securities mentioned here. In addition,

(Re-energized Petrobras Headed High- the author publishes and sells 13D re-
er, May 13), we included three percent- search reports, whose buyers may in-
ages that should have been simply stated clude representatives of participants in,
as ratios. and targets of, shareholder activism.
No you just put the kids in and the Thermomix does the rest.
Striking
Options
Price
A Towering Figure in Options Equity Options

CBOE VOLATILITY INDEX THE EQUITY-ONLY PUT-CALL RATIO
by Steven M. Sears VIX Close VIX Futures Put-Call Ratio S&P 500 Index
BILL BRODSKY CAME TO thus birthing the global volatility market. 29 140
Wall Street in the summer Brodsky also led efforts to extricate
of 1968. He was inspired CBOE from a complicated ownership 24 120
by his father, Irwin A. agreement with the Chicago Board of
Brodsky, the managing Trade that led to CBOEs 2010 initial public 19 100
partner of Model, Roland offering. Investors have profited. The stock
& Co. The law school is trading around an all-time high. A CBOE
14 80
graduate began his career in the firms membership seat, worth $565,000 when
legal and compliance department. Brodsky arrived in 1997, is now worth more
The son ultimately emerged as a tower- than $7 million in stock and dividends. J J A S O N D J F M A M 9 J J A S O N D J F M A M 60
ing figure in the global securities industry. Thomas Peterffy, one of the first inves- Daily Values Source: CBOE Source: McMillan Analysis Corp.
His leadership modernized the Chicago tors to anticipate how technology would re-
Board Options Exchange and changed the shape securities markets, credits Brodsky SPX SKEW NDX SKEW
Implied volatility % Implied volatility %
course of the exchange industry. He made with changing his career. In 1993, Peterffy
CBOE, which he ran for 20 years, into one wanted to electronically transmit Standard 15% 12%
of the worlds most important exchanges. & Poors 500 futures prices to his traders at
Last Wednesday, Brodsky was honored various exchanges. He needed the Chicago 11
13
at a gala dinner at Chicagos Navy Pier. He Mercantile Exchanges permission. He was
10
retired as CBOE Holdings (ticker: CBOE) not optimistic. Floor traders controlled
11
chairman in February. CME; they hated technology because they 9
Bill is a global figure who is respected feared it would threaten floor-based trading
across the world for his leadership, his in- crowds. But Brodsky, then CMEs CEO, sur- 9
8
telligence, his wisdom, and his willingness prisingly said OK. That day, Peterffy crys-
to always help colleagues, friends, and even tallized his idea for Interactive Brokers J J A S O N D J F M A M 7 J J A S O N D J F M A M 7
competitors, said Sandy Frucher, Nasdaq Group (IBKR), an online brokerage that Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
OMXs vice chairman. provided individual investors with profes- Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
Ravi Narain, who met Brodsky through sional trading tools and access to the worlds readings are bearish.
the World Federation of Exchanges, which markets via a single trading system.
Brodsky once chaired, said he was a great It all started with a wise nod from Bill Week's Most Active
colleague, and greater friend. What is Brodsky, Peterffy says. Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
remarkable about the man, said Narain, SORL Auto Parts SORL 5033 4560 473 184 30 27.4
SecureWorks SCWX 3839 3656 183 172 85 22.3
who led Indias National Stock Exchange, is Beneath Brodskys success are simple Red Robin Gourmet Burgers RRGB 14518 9591 4927 672 53 21.6
that he can be quite blunt and tough when principles. He believes bad corporate cul- Cardiome Pharma CRME 2440 2330 110 156 32 15.6
Express Inc. EXPR 125228 33965 91263 8184 95 15.3
the situation so demands, but he can be so tures destroy the best strategies. He has Jack-In-The-Box JACK 61953 33872 28081 4208 20 14.7
disarming in the way he puts it across that emulated people he respects and paid SBA Communications SBAC 33583 31048 2535 2624 44 12.8
few take objection. He is the senior states- attention to those he did not. He treated Synopsys SNPS 9602 7322 2280 768 54 12.5
Urban Outfitters URBN 87905 23093 64812 7172 58 12.3
man in most situations and people turn quite people as he wanted to be treated. He Sina Corp. SINA 65193 45362 19831 6160 19 10.6
naturally to him for his insight and advice. sought out special people and held on to Banco Itau Holding ITUB 66186 17930 48256 6436 86 10.3
Ed Tilly succeeded Brodsky as CBOEs them when he found them. Ross Stores ROST 44598 18223 26375 4364 82 10.2
Control4 CTRL 10698 9875 823 1056 77 10.1
chairman and chief executive. His mentor Though the CBOE chapter has closed, a Cosan CZZ 3767 3444 323 404 66 9.3
and former partner embraced challenges, he new one has begun. Brodsky is now chair- Children's Place PLCE 31490 18757 12733 3500 60 9.0
Sanchez Energy SN 50493 26312 24181 5956 41 8.5
said. When difficulties loomed, Tilly recalled man of Cedar Street Asset Management, an TJX Companies TJX 101937 36432 65505 12384 28 8.2
Brodsky simply saying, We better start international equities fund founded by his Brazil Small-cap ETF BRF 2464 2325 139 304 78 8.1
now. Brodskys resolve bettered CBOE and youngest son. The father will help the son Brazil Bull 3x ETF BRZU 6164 5281 883 836 71 7.4
Trivago TRVG 8934 6637 2297 1332 89 6.7
the options industry. Under Brodsky, CBOE grow the business, using a lifetime of expe- This table of the most active options this week, as compared to average weekly activity not just raw volume. The idea is that the
led efforts to list the wildly popular weekly rience and lessons he learned from his own 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
options expirations, and also options on the father many years ago. short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to
SPDR Gold Trust (GLD). After years of their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one
should be aware of these increased risks if trading in these names
trying, the exchange turned the CBOE Vola- Twitter ID: @sm_sears 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.
tility Index, or VIX, into something tradable, e-mail: steve.sears@barrons.com Source: McMillan Analysis

212-597-5981

Commodities Corner
LEGAL NOTICES

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crude supplies. Commodity Indexes,
On Wednesday, the U.S. Energy Information Barrons.com
Administration reported that while inventories remain
well above their five-year average, U.S. crude stockpiles shrank again. The
bullish storage data were tempered by an uptick in production from U.S. drill-
ers, who have seized on higher prices to grab market share from OPEC.
The agency said U.S. production rose above 9.3 million barrels during the
first week of May, up from the recent low of 8.6 million in September. According
to oilfield-services firm Baker Hughes, the number of rigs drilling in the U.S.
has more than doubled from last year, signalling that more shale oil is coming.
Jefferies analysts told clients in a note Wednesday that despite their confi-
dence that OPEC will renew its support for prices, the recovery in the U.S.
SMALL SPACES. rig count and the inflection in U.S. crude-oil production have been quicker and
more pronounced than we expected. The investment bank lowered its price
BIG OPPORTUNITIES. forecasts, predicting that U.S. oil prices will average $55.50 and $58 a barrel
in the third and fourth quarters, respectively.
Michael Wittner, chief oil analyst at Socit Gnrale, also thinks U.S. prices
Barrons Classifieds is where our readers discover will reach the high $50s by year end. Demand, which is typically higher in the
opportunities in real estate, business investments, second half of the year than in the first, due to the summer driving season and
corporate aircraft, yachts, fine cars and so refiners ramping up production of heating fuel, should sop up some of the addi-
much more. tional shale oil, he said. When you put those pieces together, we see uplift in
the second half of the year, he adds.
For information on advertising, call Maureen Lane at 212.597.5981
RYAN DEZEMBER covers commodities for The Wall Street Journal.
Research Reports
How Analysts Size Up Companies Edited by Paul Farrell
These reports, excerpted and edited by Barrons, were issued recently by investment and Regal Entertainment Group tion slightly above the current level and
RGC-NYSE near the midpoint of the historical range.
research firms. The reports are a sampling of analysts thinking; they should not be considered Long-Term Buy Price $20.16 on May 17 We were impressed by its first-quarter re-
the views or recommendations of Barrons. Many of the reports may be obtained through by Hilliard Lyons sults. As with the past few quarters, busi-
Thomson Reuters at thomson.com/financial. Some of the reports issuers have provided, ness for the January-March quarter was
or hope to provide, investment-banking or other services to the companies being analyzed. We are upgrading our rating on the larg- above our expectation. Despite what we
est movie-theater operator in the world. A considered a tough comparison, total reve-
recent pullback in the stock price has led nues increased 4% from a year ago.
TJX TJX-NYSE tions program (often in a fixed-price model) to a more attractive valuation, in our view, Amenities are proving themselves. For
Overweight Price $73.76 on May 16 across some 20% of the new requests for despite recent results being particularly several consecutive quarters, a reseating
by Morgan Stanley proposals it receives. And it expects New encouraging and year-over-year compari- initiative (replacing traditional seats with
Gen coverage to reach 50% over the next sons about to ease. comfortable recliners equipped with elec-
The off-price clothing and home-furnish- two to three years, targeting highly com- With strong fundamentals, Regal is a tronic footrests) and the addition of higher-
ings retailer (operating under store names petitive areas where its integrated data good total-return or income stock. We quality food and beverages (including
T.J. Maxx, Marshalls, and HomeGoods, solutions can have the greatest impact on believe that the dividend, currently yielding alcohol, where allowed) have favorably and
among others) offers significant global drug-trial efficiency. 4.4%, is well covered by cash flow. Our two- meaningfully impacted operating results.
growth potential. It runs a world-class buy- While we are maintaining our current year price target of $26 per share assumes About a fourth of Regals auditoriums
ing operation, and has secular tailwinds EPS estimates, we are raising our target an enterprise value/adjusted Ebitda valua- currently feature recliners.
that position it as a core long-term holding. price to $94 from $91, based on our greater
With potential second-half 2017 earnings- conviction about the companys revenue
per-share growth acceleration on deck, and EPS growth prospects, supported by INSIDER TRANSACTIONS: Recent Filings
driven by lower wage pressure and nomi- the data-enriched research and analysis Purchases Sales
$ Val $ Val
nal distribution costs, the first-quarter pull- offerings that distinguish it from other con- Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
back is looking like a buying opportunity. tract research organizations. Ddr DDR 5 1,225,000 11,590 Lantheus Holdings LNTH 1 3,000,000 40,200
Valuation is compelling, as TJX trades Wesco Aircraft Holdings WAIR 1 1,000,000 8,726 Tesla TSLA 2 129,100 39,817
Medley Capital MCC 2 759,488 4,750 Zillow Group Z 8 811,194 34,738
at 17.6 times 2018 EPS, versus competi- Advanced Micro Devices Great Elm Capital GEC 1 1,136,792 3,808 Arista Networks ANET 3 231,131 33,670
tors Ross Stores (ticker: ROST) at 17.8 AMD-Nasdaq General Electric GE 2 116,000 3,256 Facebook FB 1 163,500 24,514
times and Burlington Stores (BURL) at Buy Price $12.75 on May 16 Twilio TWLO 2 110,000 2,575 Irhythm Technologies IRTC 1 645,000 22,382
Continental Resources CLR 1 51,765 2,186 Trade Desk TTD 2 446,686 21,679
22.2 times. The current 17.6 times multiple by Canaccord Genuity Anadarko Petroleum APC 2 39,300 2,037 Zillow Group ZG 6 494,621 21,253
is also in line with TJXs five-year histori- Pulse Biosciences PLSE 2 97,149 2,014 Texas Instruments TXN 2 227,406 18,342
Cullen/Frost Bankers CFR 1 22,081 2,000 Cerner CERN 1 234,525 15,110
cal average, despite significant share We left the microprocessor makers ana-
Seritage Growth PropertiesSRG 1 46,600 1,806 Berry Global BERY 2 264,226 14,972
gains and structural industry changes lyst-day meeting very impressedwith American Assets Trust AAT 1 39,056 1,539 Cboe Holdings CBOE 2 176,355 14,825
over that time frame that warrant a AMDs much-improved CPU/GPU proces- Cenveo CVO 2 237,656 1,198 Amphenol APH 1 200,000 14,620
Lci IndustriesLCII 1 12,000 1,104 Illinois Tool Works ITW 1 101,297 13,982
higher multiple. sor road map, and with our conviction that
Fleetcor Technologies FLT 3 7,750 1,061 Marsh & Mclennan Cos MMC 1 184,305 13,644
We upgrade the shares to Overweight its successful execution will return AMD Shutterfly SFLY 1 20,000 1,040 Paylocity Holding PCTY 4 305,257 13,589
from Equal Weight, but maintain our to solid profitability and strong returns. Hilton Grand Vacations HGV 1 28,000 1,010 Public StoragePSA 1 65,000 13,548
Sohu Com SOHU 1 25,000 1,002 Twitter TWTR 1 684,900 12,725
price target at $86. Management presented compelling growth Viacom VIAB 1 28,710 992 Farmer Bros. FARM 1 320,706 11,128
scenarios and early-performance metrics Novus Therapeutics NVUS 3 8,898 800 Comcast CMCSA 1 258,380 10,074
Quintiles IMS Holdings Q-NYSE for its Ryzen desktop and notebook prod- 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
Outperform Price $83.19 on May 16 ucts, Vega gaming, data-center GPU 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
by Credit Suisse cards, and EPYC server products. While shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales,
some investors remain skeptical, we be- and excludes trades preceded by option exercise in the 12 months prior to the reported event.
* Indicates a filing that is over three days late. An L in the % Change in Holding column signifies a move of less than 1%. The % Change column
Management at Quintileswhich offers lieve that sustained execution across this reflects only the holdings of the insider indicated in the table, not the entire company. Source: Thomson Reuters
data-rich health-care information, re- road map can deliver much higher gross INSIDER TRANSACTIONS RATIO
search, and analysis to big industry margin targets and upside to the 75 cent
clientsemphasized the companys ability EPS target currently in its 2020 long- 70
Ratio = 7
to integrate its unmatched repository of term model. 60
drug-utilization and clinical data to drive Despite the recent stock appreciation
50
greater efficiencies in clients develop- and volatility, we continue to gain confi- Bearish
ment and commercialization efforts. dence in AMDs new management and its 40
Quintiles management pointed out that plans. While we recognize that execution 30
it is already contributing to business wins and competitive risks remain, we believe
20
and is set to make more meaningful that the risk/reward profile is still tilted
market-share gains long term by deploying toward the upside, and that our long-term 10
Bullish
its Next Gen Clinical Development Solu- bullish target of $1-plus earnings remains 0
attainable. M J J A S O N D J F M A M
To be considered for this section, material We therefore reiterate our Buy rating
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. and $17 price target. The total top 20 sales and buys are 404,812,905 and 54,495,462 respectively; Source: Thomson Reuters
Market Watch
A Sampling of Advisory Opinion Edited by Paul Farrell
It is hard for us to fathom those who long for the days when debt growth, as opposed to income
growth, was the main fuel for growth in consumer spending.
RICHARD F. MOODY, Economic Update/Regions
On the Sunny Side of the Street Builders, anticipating a young-people of credit fell by $17 billion, outstanding Still Better to Buy Than Bail
buying binge, may finally be getting their credit-card debt fell by $15 billion, and the
Morning Markets Briefing wish. New-home buyers are outpacing ever popular other forms of household Sector Watch
by Convergex new renters for the first time since the debt fell by $10 billion. by CFRA
convergex.com housing crisis. According to a recent Wall While there seems to be considerable cfraresearch.com
Street Journal report, there were 854,000 fascination with a given variable, if you pick
May 17: If there is one immutable truth in new-owner households formed in the one surpassing a prior peak, the level of May 15: Dow Theory says that when the
financial analysis, it is that Wall Street an- first quarter, more than double the 365,000 debt and of the variable tell us little. Partic- Dow Jones Transports (DJT) diverges from
alysts start with optimistic numbers in new-renter households created over the ularly when, as can be seen in the details of that of the Dow Jones Industrial Average
their income-statement models in January same period. Fannie Mae reported that the quarterly New York Fed reports, there (DJIA), the broader market is vulnerable to
and work their way down to reality first-time buyers account for 42% of home is so much variation among the individual a meaningful price decline, as the shipment
through the year. A 2010 McKinsey study purchase mortgage volume this year. components of household debt. We think it of goods to businesses and consumers
found that analysts had to meaningfully Thats up from 31% six years ago. useful to put the growth of household debt doesnt confirm the optimism driving pro-
cut their expectations every year from While a majority of millennials sur- in the context of growth in income, and to duction. So far this year, the DJT declined
1985 to 2008 except for two instances (2005 veyed by Fannie Mae would prefer to us the proper measure of income is dispos- 0.5% compared with the DJIAs climb of
and 2006). Well, 2017 may become the own their own home, rising rents could be able personal income. 5.7%. To some, this divergence is a bad
third year. After a strong start to earnings the catalyst that prompts the shift. Rents While different analysts will have dif- omen. But is it? When monitoring the roll-
with the first quarters 13%, bottom-line have expanded three times faster than ferent takes on what it means that house- ing 90 trading-day correlation between the
growth analysts are cautiously raising rev- wages over the last five years, 3.2% ver- hold debt hit a record high in the first- DJT and the DJIA over the past 20 years,
enue and earnings numbers for all of 2017. sus 1%, respectively. Since 1977, while in- quarter of 2017, our take is that some most market declines of 10% or more were
How did stocks do in 2005 and 2006? comes have expanded by 300%, rents records merit more attention than others, indeed preceded or accompanied by diver-
Pretty wellthe Standard & Poors 500 av- grew by 400%. Unless rent growth is and this one doesnt merit all that much. It gences of at least two standard deviations
eraged gains of 10.2% annually across those rolled back, expect the millennial buying is interesting to note that while the new below the mean, but not all divergences of
years. But the real question is, Why are binge to continue. JACK A. ABLIN record level of debt is barely higher than that magnitude resulted in severe declines.
analysts raising numbers now? Is it to sup- the old record level of debt, which was set So while Dow Theory is flashing cau-
port ever-higher valuations with commensu- Debt Is Bad Unless Its Not in third-quarter 2008, almost everything tion, the caution should apply to the indica-
rately higher numbers, or because they see else is very different. The size and relative tor as well as the market. Investors
a clearer path to better financial results? Economic Update health of the economy, the income pool out shouldnt ignore its warning that a pullback
History says analysts chase numbers by Regions of which the debt is serviced, the level of (a decline of 5% to 9.9%) or even a correc-
higher only when they accurately antici- regions.com interest rates, and the composition of the tion (-10% to -19.9%) is possible. The length
pate better results. For better or worse, stock of debt are all vastly different today of time since the last correction simply sup-
that isnt very often, but this could be one May 18: The Federal Reserve Bank of than was the case back in the day. Not to ports that conclusion. But we still believe
of those rare years. NICHOLAS COLAS New York, in conjunction with Equifax, mention that both lenders and borrowers this bull market has further to run. Bulls
has released their latest quarterly report were badly burned the last time around. dont die of old age, they die of fright. And
Millennials Go House-Hunting on trends in household debt. The main To be sure, there are pockets of con- they are most afraid of recessions, which
headline, though we arent entirely sure cern, such as the level of and stubbornly we dont see on the horizon. Using EPS es-
Current Market Update why, is that the level of outstanding house- high delinquency rate on student loan debt, timates and inflation expectations, we find
by BMO Wealth Management hold debt hit $12.725 trillion in first quar- and the deterioration in the performance of the S&P 500 to be overvalued by more
bmoprivatebank.com ter 2017, thereby surpassing the prereces- auto loans. There are also things to keep than 8%. Yet, since corrections can occur in
sion peak. Total household debt grew at a an eye on, such as the performance of price or time, we arent recommending that
May 16: Home-builder shareholders are year-on-year rate of 3.86% in the first credit card debt. But, both borrowers and investors attempt to time the market. Be-
coming to realize whats been boosting quarter, slightly ahead of the 3.8% pace in lenders have been more disciplined this sides, the S&P 500 has taken an average of
home-builder confidence recently: Theres fourth-quarter 2016 and marking the fast- time around, even if that hasnt always only two months to recover from pullbacks
a burgeoning wave of millennials poised to est year-on-year growth since second- been the choice of either. and just four months to get back to
take the plunge as first-time home buyers. quarter 2014. Growth in total debt was al- It is hard for us to fathom those who breakeven after corrections. So we con-
Home-building stocks have belied builders most entirely driven by an increase in long for the days when debt growth, as tinue to believe it would be better to buy
enthusiasm since 2011, underperforming mortgage debt, which grew by $147 billion opposed to income growth, was the main than to bail. SAM STOVALL
the broader market even though the Na- from fourth-quarter 2016, with student fuel for growth in consumer spending.
tional Association of Homebuilders survey loan debt rising by $34 billion and auto Sure, the ride today may not be as fast, To be considered for this section, material,
of market optimism climbed to its highest loan debt by $10 billion. At the same time, but it wont feel nearly as bad when it with the authors name and address, should
level in 13 years. outstanding balances on home equity lines comes to an end. RICHARD F. MOODY be sent to MarketWatch@barrons.com.
New York Stock Exchange Composite List

52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt. FIVE-DAY DOW COMPOSITE
A 25.13 20.40 AllianceBernstein AB 8.8 10 20.95 0.20 .46 9.93 5.00 ArdmoreShipping ASC 5.7 dd 7.70 0.25 .11
40.99 34.88 AlliantEnergy LNT 3.2 24 39.75 +0.14 .315 14.39 11.38 AresCommRealEst ACRE 8.3 12 12.97 ... .27 Dont Bank on It: The Dow ended Friday at 20,805down 0.4% for
54.46 33.20 AlliedWorld AWH 2.0 ... 52.58 0.04 .26 23.25 12.08 AresManagement ARES 2.8 28 18.35 0.50 .13
24.38 6.01 AAC AAC ... dd 6.72 0.45 ... 40.02 26.36 AllisonTransm ALSN 1.6 25 37.34 0.33 .15 76.70 33.57 Argan AGX 1.0 15 67.15 2.75 .30 the week as Washingtons Russia problem worsened. Bank stocks were
38.75 21.78 AAR AIR .9 24 33.60 0.91 .075 86.03 65.27 Allstate ALL 1.8 14 84.13 ... .37 148.60 60.51 AristaNetworks ANET ... 47 144.07 2.75 ...
25.20 18.72 ABB ABB 3.0 24 25.08 +0.33 .7546 23.62 14.84 AllyFinancial ALLY 1.7 9 18.79 +0.08 .08 17.13 12.32 ArlingtonAsset AI 17.6 dd 14.21 +0.06 .625 weak, and JPMorgan Chase slipped 2.5%.
45.03 32.72 ABMIndustries ABM 1.6 dd 41.29 0.95 .17 13.01 5.86 AlonUSAEnergy ALJ 4.7 dd 12.77 +0.24 .15 15.50 11.59 ArmadaHoffler AHH 5.9 28 12.96 +0.11 .19
14.75 9.06 ACCO Brands ACCO ... 13 11.45 0.80 ... 12.44 7.63 AlonUSAPartners ALDW 13.6 29 11.14 0.19 .38 25.50 18.63 ArmourRes ARR 9.1 3 25.15 +0.45 .19
Monday Tuesday Wednesday Thursday Friday
40.72 26.46 AECOM ACM ... 23 32.65 +0.55 ... 20.15 14.61 Alteryx AYX ... ... 17.81 0.74 ... 22.96 15.48 ArmstrongFlooring AFI ... dd 19.07 0.56 ... 21020
13.32 10.73 AES AES 4.3 dd 11.20 0.13 .12 15.66 7.81 AltisourceResid RESI 4.2 dd 14.29 +0.10 .15 48.00 36.33 ArmstrongWorld AWI ... 18 42.75 2.40 ...
76.88 66.50 Aflac AFL 2.3 12 73.87 +0.44 .43 76.55 60.82 Altria MO 3.4 10 70.90 +0.25 .61 78.23 58.52 ArrowElec ARW ... 13 73.92 1.68 ...
65.67 44.68 AGCO AGCO .9 37 64.18 +0.44 .14 13.85 7.22 AlumofChina ACH ... 61 11.55 +0.10 ... 33.50 24.48 ArtisanPtrsAsset APAM 8.6 18 27.90 0.40 .60
19.38 13.34 AG Mortgage MITT 10.4 7 18.31 +0.14 .475 12.30 4.91 AmberRoad AMBR ... dd 7.23 0.48 ... 71.00 47.50 AsburyAutomotive ABG ... 7 57.30 +1.10 ... 20905
7.95 4.77 AHBeloA AHC 5.8 dd 5.50 0.45 .08 6.39 4.70 Ambev ABEV ... 24 5.66 0.60 .0226 17.64 9.82 AshfordHospPrime AHP 6.4 20 10.00 0.13 .16 (Prev Fri's
11.39 3.40 AK Steel AKS ... 21 5.55 0.07 ... 56.57 46.65 Ameren AEE 3.2 21 55.60 +0.67 .44 8.23 4.79 AshfordHosp AHT 7.6 dd 6.34 +0.41 .12 Close)
35.65 24.30 AMC Ent AMC 3.2 27 25.30 1.60 .20 7.05 4.24 Ameresco AMRC ... 30 6.70 +0.20 ... 65.14 51.62 AshlandGlobal ASH 1.4 dd 65.01 +5.44 .225
7.82 4.96 AMECFosterWheel AMFW 2.5 dd 7.22 +0.38 .0909 16.03 11.02 AmericaMovil AMX 1.7 25 15.86 +0.37 .1341 6.71 3.61 AspenAerogels ASPN ... dd 4.40 +0.15 ... 20790
44.99 26.00 AMN Healthcare AMN ... 17 37.65 0.90 ... 15.82 10.83 AmericaMovil A AMOV 1.7 25 15.63 +0.33 .1341 57.80 43.27 AspenIns AHL 1.9 22 50.10 0.35 .24
5.55 3.06 ARCDocumentSolns ARC ... dd 3.45 0.31 ... 46.38 37.54 AmericanAssets AAT 2.6 55 39.36 0.02 .26 26.70 15.72 AssociatedBanc ASB 2.0 18 24.30 0.30 .12
43.89 36.10 AT&T T 5.1 19 38.24 0.25 .49 21.25 12.61 AmericanAxle AXL ... 5 15.68 1.57 ... 39.35 27.84 AssocCapital AC .6 dd 34.05 +0.15 .10
10.87 6.02 A10Networks ATEN ... dd 8.28 +0.03 ... 54.56 44.65 AmCampus ACC 3.7 72 47.09 +1.79 .44 106.02 78.50 Assurant AIZ 2.1 12 99.53 2.52 .53 20675
4.42 2.54 AUOptronics AUO 2.8 5 3.89 +0.15 .11 19.55 10.56 AmerEagle AEO 4.6 10 10.85 2.68 .125 42.94 23.43 AssuredGuaranty AGO 1.5 4 38.68 0.02 .1425
17.72 12.89 AVX AVX 2.7 22 16.29 0.24 .11 71.32 57.89 AEP AEP 3.4 48 68.72 +0.66 .59 21.66 14.11 AstoriaFnl AF .9 32 18.70 0.86 .04
71.06 51.33 AXIS Capital AXS 2.4 13 63.36 +0.40 .38 28.00 13.07 AmEqtyLf AEL 1.0 12 24.58 +0.90 .24 35.04 25.55 AstraZeneca AZN ... 28 33.90 0.10 .95 +85.33 -2.19 -372.82 +56.09 +141.82
67.98 51.20 AZZ AZZ 1.3 23 54.30 1.85 .17 82.00 57.15 AmericanExpress AXP 1.7 14 76.80 0.69 .32 19.35 10.19 AtHomeGroup HOME ... 1 18.60 0.14 ... 20560
37.67 20.51 Aaron's AAN .3 18 34.58 0.42 .0275 100.58 69.06 AmericanFin AFG 1.3 12 97.34 +0.31 1.50 10.55 6.85 Atento ATTO ... 46 10.35 ... ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
45.84 36.76 AbbottLabs ABT 2.5 44 43.16 0.80 .265 23.98 17.48 AmerHomes4Rent AMH .9 dd 22.19 0.11 .05 55.10 43.25 Athene ATH ... 9 51.12 1.87 ...
68.12 55.06 AbbVie ABBV 3.9 17 65.58 0.48 .64 67.47 48.41 AIG AIG 2.1 cc 61.20 +0.21 .32 27.30 14.17 AtkoreIntl ATKR ... 19 21.60 0.51 ...
25.49 10.50 Abercrombie&Fitch ANF 6.4 cc 12.46 1.37 .20 25.26 15.50 AIG Wt AIG/WS ... ... 19.90 0.11 ... 2.75 2.13 AtlanticPower g AT ... dd 2.40 ... ...
38.01 26.70 AcadiaRealty AKR 3.7 37 27.85 +0.34 .26 18.45 10.39 AmerMidstreamPtrs AMID 12.4 dd 13.35 0.20 .4125 82.74 68.51 AtmosEnergy ATO 2.2 22 81.08 0.26 .45
126.53 108.66 Accenture ACN 2.0 20 120.98 +0.02 1.21 9.85 4.67 AmRltyInv ARL ... dd 7.71 +0.32 ... 15.37 6.12 AtwoodOceanics ATW ... 6 8.70 +0.55 ... 52-Week Tick Div 52-Week Tick Div
12.98 4.95 AcornIntl ATV ... ... 11.81 +0.28 ... 29.65 15.47 AmericanRenal ARA ... dd 17.30 0.80 ... 43.40 19.32 Autohome ATHM ... 26 42.90 +5.82 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
29.80 20.54 Actuant ATU .2 31 25.40 0.65 .04 46.84 37.47 AmerStWater AWR 2.2 26 44.39 +0.04 .242 126.14 93.31 Autoliv ALV 2.3 16 104.92 +2.33 .60 16 20
41.00 27.85 BankUnited BKU 2.5 33.54 0.59 .21 40.50 28.64 Brady BRC 2.2 37.15 1.00 .205
280.89 167.88 AcuityBrands AYI .3 24 169.24 4.19 .13 132.86 99.72 AmerTowerREIT AMT 1.9 62 128.32 +2.20 .62 54.15 38.94 AutoNation AN ... 9 39.67 +0.31 ... 12.05 6.76 Barclays BCS 3.6 23 11.14 +0.51 .1001 17.53 14.04 BrandywineRealty BDN 3.7 cc 17.36 +0.35 .16
22.31 16.84 Acushnet GOLF 2.6 5 18.80 0.85 .12 20.00 13.02 AmerVanguard AVD .3 38 17.30 0.20 .015 819.54 658.39 AutoZone AZO ... 16 673.65 7.07 ... 39 4.19 2.72 BrasilAgro LND ... dd 3.71 0.34 .1194
309.16 203.63 Bard CR BCR .3 307.55 0.16 .26
13.29 9.38 Adecoagro AGRO ... cc 11.11 0.39 ... 85.24 69.41 AmerWaterWorks AWK 2.2 28 75.86 0.45 .415 194.11 158.32 Avalonbay AVB 3.0 25 191.25 0.79 1.42 12
13.15 8.69 Barnes&NobleEduc BNED ... cc 9.14 0.68 ... 23.15 10.84 Braskem BAK 4.0 19.48 2.16 .7795
76.09 39.66 Adient ADNT 1.6 dd 69.45 1.80 .275 50.11 42.45 Amerigas APU 8.7 86 43.92 +0.04 .95 46.74 35.42 Avangrid AGR 3.9 21 44.11 0.16 .432 dd
13.63 6.90 Barnes&Noble BKS 8.6 cc 6.95 1.00 .15 15.85 5.38 BridgepntEdu BPI ... 13.83 1.07 ...
177.83 134.08 AdvanceAuto AAP .2 24 151.47 +6.45 .06 135.20 84.92 Ameriprise AMP 2.6 15 125.83 0.30 .83 84.57 68.55 AveryDennison AVY 2.2 22 82.76 0.59 .45 25
56.51 31.13 BarnesGroup B 1.0 21 54.48 0.60 .14 25.92 17.90 Briggs&Stratton BGG 2.4 23.57 0.74 .14
24.10 18.32 AdvDisposalSvcs ADSW ... dd 21.92 +0.26 ... 94.50 68.38 AmerisourceBrgn ABC 1.6 17 89.16 +0.41 .365 10.91 5.01 Avianca AVH .5 53 7.22 +0.12 .0329 42
26.69 13.91 BarracudaNtwks CUDA ... cc 22.43 +0.64 ... 81.23 59.00 BrightHorizons BFAM ... 76.23 1.96 ...
28.49 18.60 AdvDrainageSys WMS 1.1 37 22.35 +0.20 .06 60.69 43.28 Ametek AME .6 27 60.06 +0.59 .09 45.22 37.78 Avista AVA 3.4 19 41.74 +0.43 .3575 ...
23.47 13.81 BarrickGold ABX .7 14 16.65 0.22 .03 14.03 10.50 BrightScholarEduc BEDU ... 12.72 +2.22 ...
6.64 4.47 AdvSemiEngg ASX 4.1 17 6.25 +0.09 .2539 8.99 4.71 AmiraNatureFoods ANFI ... 5 4.84 0.41 ... 51.50 35.96 Avnet AVT 1.9 15 37.09 0.22 .18 13
44.81 24.79 BasicEnergySvcs BAS ... dd 29.00 +1.01 ... 55.84 40.85 BrinkerIntl EAT 3.3 41.07 1.74 .34
40.79 22.99 AdvancePierre APFH 1.6 20 40.20 0.29 .16 18.25 9.34 Ampco-Pitt AP 2.3 dd 16.00 +0.25 .09 6.96 3.33 AvonProducts AVP ... dd 3.37 0.30 ... 42
57.79 42.22 BaxterIntl BAX 1.1 17 57.21 +1.02 .16 63.13 26.86 Brink's BCO 1.0 59.35 1.60 .15
32.85 12.00 AdvanSix ASIX ... 27 30.27 0.87 ... 73.86 55.13 Amphenol APH .9 26 72.90 +0.05 .16 33.06 24.27 AxaltaCoating AXTA ... cc 31.30 +0.12 ... 19
7.14 2.80 BaytexEnergy g BTE ... dd 3.43 +0.21 ... 77.12 46.01 Bristol-Myers BMY 2.9 54.02 1.01 .39
7.88 5.25 AdvantageOil AAV ... cc 6.70 +0.25 ... 17.53 7.86 AmplifySnack BETR ... 35 9.09 +0.17 ... 25.18 10.92 AxovantSciences AXON ... dd 21.76 0.45 ... dd
15.80 6.81 BeazerHomes BZH ... dd 14.99 +0.32 ... 21.88 9.17 Bristow BRS 2.0 14.18 +0.91 .07
13.10 5.00 AegeanMarine ANW .8 9 10.30 0.10 .02 8.14 4.04 Amrep AXR ... dd 6.30 +0.20 ... 25.99 19.43 Azul AZUL ... ... 21.39 2.81 ... 20
187.69 161.29 BectonDickinson BDX 1.6 30 184.13 0.49 .73 29.14 17.49 BrixmorProp BRX 5.6 18.65 +0.15 .26
5.84 3.36 Aegon AEG 5.6 14 4.93 0.07 .1379 73.33 48.29 AnadarkoPetrol APC .4 dd 53.30 +1.67 .05 22.00 12.73 AzurePowerGlbl AZRE ... ... 17.00 +0.36 ... 29
81.33 54.97 Belden BDC .3 26 67.99 3.33 .05 73.56 59.86 BroadridgeFinl BR 1.8 73.35 +2.28 .33
49.66 31.45 AerCap AER ... 8 44.49 0.13 ...
48.28 34.50 AnadarkoPeteUn AEUA 8.3 ... 45.10 +0.34 .9375 18.94 10.65 BrookdaleSrLiving BKD ... dd 14.02 0.32 ...
7.45 3.66 AerohiveNtwks HIVE ... dd 4.56 +0.31 ... 1.30 0.70 BellatrixExplor BXE ... dd .73 0.01 ...
23.27 16.04 AerojetRocket AJRD ... 81 20.68 +0.34 ...
22.91
136.08
9.28
98.28
AngloGoldAsh
AB InBev
AU
BUD
3.3
3.7
75
cc
11.59
118.01
+0.28
1.82
.0944
2.1928 B 14.45 8.84 Belmond BEL ... 68 12.10 ... ... 38.99
31.02
31.66
18.01
BrookfieldMgt
BrookfieldBusPtr
BAM
BBU
1.5
.9
23
...
37.50
27.06
0.82
0.09
.14
.0625
144.87 104.59 Aetna AET 1.4 44 141.36 1.54 .50 53.32 43.13 Bemis BMS 2.7 18 43.81 0.40 .30
88.00 51.50 AnixterIntl AXE ... 20 76.40 1.85 ... 25.72 18.68 BrookfieldCdaOff g BOXC 4.1 16 23.95 +0.24 .0809
177.77 130.48 AffiliatedMgrs AMG .5 17 152.69 0.89 .20 4 52.84 38.60 B&G Foods BGS 4.7 24 39.75 0.85 .465 33.45 19.55 BenchmarkElec BHE ... 25 31.15 0.95 ...
12.07 9.83 AnnalyCap NLY 10.4 11.50 +0.20 .30
58.38 41.98 AgilentTechs A .9 36 56.13 0.03 .132 22.68 20.68 AnteroMidstream AMGP ... ... 21.00 0.50 ... 49.88 32.85 BB&T BBT 2.8 16 42.25 0.76 .30 73.17 54.70 Berkley WRB .8 14 67.11 +0.95 .50 41.00 27.79 BrookfieldInfr BIP 4.4 43 39.61 0.26 .435
21.96 16.20 BBVABancoFr BFR 2.0 12 17.46 0.45 .3451 266445 205074 BerkHathwy A BRK/A ... 18 244910 310.00 ... 24.98 20.31 BrookfieldPropPtr BPY 5.4 13 21.98 +0.61 .295
60.10 35.05 AgnicoEagle AEM .8 41 49.24 +0.82 .10 35.74 23.76 AnteroMidstream AM 3.5 25 33.97 0.52 .30 dd
49.03 41.83 BCE g BCE 4.8 18 44.70 0.03 .5316 177.86 136.65 BerkHathwy B BRK/B ... 18 163.24 0.08 ... 32.53 26.61 BrookfieldRenew BEP 5.8 32.41 +0.95 .4675
51.50 40.75 AgreeRealty ADC 4.4 21 45.10 0.07 .495 30.50 20.17 AnteroResources AR ... dd 22.24 +1.07 ... 22
41.79 25.75 BHPBilliton BHP 4.4 40 36.71 +1.51 .80 38.65 24.80 BerkshireHills BHLB 2.4 20 35.55 0.85 .21 45.77 34.27 Brown&Brown BRO 1.3 42.07 0.22 .135
111.88 87.62 Agrium AGU 3.8 17 92.52 +1.55 .875 184.45 114.85 Anthem ANTM 1.5 17 176.41 5.03 .65 20
37.44 22.37 BHPBilliton BBL 5.0 34 31.79 +1.46 .80 56.94 34.98 BerryGlobal BERY ... 24 56.09 0.09 ... 55.31 45.17 Brown-Forman A BF/A 1.4 53.63 +3.68 .1825
40.24 24.49 AirLease AL .8 11 37.33 +1.72 .075 52.58 41.00 AnthemUn ANTX 5.2 ... 50.84 0.48 .6563 20
52.67 28.76 BestBuy BBY 2.6 13 51.33 +0.22 .34 53.29 43.72 Brown-Forman B BF/B 1.4 52.93 +3.73 .1825
150.45 124.02 AirProducts APD 2.7 23 143.10 0.97 .95 5.96 4.47 AnworthMtg ANH 10.3 11 5.82 0.02 .15 38.68 30.66 BP BP 6.5 61 36.94 +1.55 .60
61.74 41.19 Brunswick BC 1.2 18 55.21 2.26 .165
25.98 18.26 Aircastle AYR 4.7 11 22.13 +0.53 .26 127.89 100.55 Aon AON 1.1 25 127.28 +3.04 .36 32.95 13.39 BP Prudhoe BPT 22.2 8 19.80 0.20 1.0983 56.54 41.61 BigLots BIG 2.1 14 47.50 0.01 .25
18.12 10.60 BRF BRFS ... dd 12.32 2.12 .2023 491.74 359.00 Biglari BH ... cc 378.76 13.97 ... 75.10 61.37 BuckeyePtrs BPL 7.5 17 66.52 +0.45 1.25
87.73 56.57 AlamoGroup ALG .5 22 83.51 +1.27 .10 69.00 46.09 Apache APA 2.0 dd 51.16 0.29 .25 28.67 16.00 Buckle BKE 5.9 9 16.85 1.40 .25
10.41 5.85 AlamosGold AGI .3 dd 6.63 +0.09 .01 47.91 39.14 ApartmtInv AIV 3.3 cc 43.04 0.18 .36 8.70 6.93 BRT Apartments BRT ... 6 8.00 +0.09 ... 9.05 3.42 BillBarrett BBG ... dd 4.16 +0.37 ...
33.50 19.14 BT Group BT 2.9 16 20.55 +0.61 .3014 6.50 2.00 BioAmber BIOA ... dd 2.27 0.02 ... 16.45 9.02 Buenaventura BVN .9 dd 12.35 0.26 .057
101.43 54.51 AlaskaAir ALK 1.4 14 84.57 +0.98 .30 19.92 15.53 ApolloComRlEst ARI 10.1 10 18.22 +0.06 .46
23.13 17.00 BiohavenPharm BHVN ... ... 22.02 +0.43 ... 15.85 8.05 Build-A-Bear BBW ... cc 10.70 ... ...
49.50 37.00 AlbanyIntl AIN 1.5 30 46.60 0.45 .17 27.78 14.25 ApolloGlobalMgmt APO 7.5 9 26.10 0.88 .49 51.00 33.85 BWX Tech BWXT .9 26 48.32 1.12 .11
82.66 56.69 Bunge BG 2.4 19 69.68 0.25 .42
112.88 74.86 Albemarle ALB 1.2 26 110.32 0.06 .32 20.68 17.32 AppleHospREIT APLE 6.4 26 18.78 +0.32 .10 22.38 8.54 Babcock&Wilcox BW ... dd 10.52 +0.11 ... 224.24 135.94 Bio-RadLab A BIO ... cc 219.22 1.29 ...
41.70 29.30 BadgerMeter BMI 1.2 34 38.45 +0.60 .115 33.16 16.56 Bitauto BITA ... dd 32.23 +1.13 ... 104.07 51.92 BurlingtonStores BURL ... 31 94.74 4.65 ...
39.78 20.00 Alcoa AA ... dd 32.29 +0.50 ... 69.00 42.86 AppliedIndlTechs AIT 1.9 22 59.90 1.55 .29
49.53 31.47 Alere ALR ... dd 47.48 +0.78 ... 83.04 70.32 Aptargroup ATR 1.6 25 82.36 0.07 .32 68.59 41.74 BakerHughes BHI 1.2 dd 58.22 0.04 .17 69.65 54.76 BlackHills BKH 2.6 34 67.63 0.90 .445
46.87 34.50 Alexander&Baldwin ALEX .7 cc 41.17 0.04 .07 35.83 28.03 AquaAmerica WTR 2.4 24 31.68 0.08 .1913 41.12 33.76 Ball BLL 1.0 29 40.04 0.14 .10 76.15 61.75 BlackHillsUn BKHU 5.2 ... 74.03 0.41 .9688 C
451.99 364.01 Alexanders ALX 4.1 25 413.14 0.86 4.25 26.33 14.30 AquaVenture WAAS ... dd 17.05 +0.75 ... 23.25 10.93 BancCalifornia BANC 2.6 13 20.20 +0.05 .13 42.20 32.60 BlackKnightFin BKFS ... 57 38.60 0.50 ...
120.96 93.39 AlexandriaRealEst ARE 2.8 dd 117.67 +1.82 .83 38.30 31.38 Aramark ARMK 1.1 28 36.60 0.23 .103 8.70 5.14 BancoBilbaoViz BBVA 6.9 13 8.31 +0.21 .1424 19.86 14.24 BlackStoneMin BSM 6.9 49 16.68 0.23 .2875 135.35 87.31 CACI Intl CACI ... 19 121.45 1.45 ...
10.18 7.75 AlgonquinPwr AQN 4.6 28 10.03 +0.35 .1165 8.99 6.62 ArborRealty ABR 8.8 8 8.17 0.03 .18 10.00 5.89 BancoBradesco BBDO ... ... 8.25 1.40 .0054 399.46 317.60 BlackRock BLK 2.5 19 393.32 +8.20 2.50 22.57 6.75 CAI Intl CAI ... 86 18.84 0.84 ...
126.40 73.30 Alibaba BABA ... 55 123.22 +2.88 ... 17.40 11.43 ArcLogisticsPtrs ARCX 12.5 20 14.13 0.44 .44 76.63 58.40 BancodeChile BCH 3.5 15 75.42 +0.80 2.6389 31.69 22.45 BlackstoneGroup BX 11.7 15 29.87 0.04 .87 16.70 5.66 CARBOCeramics CRR ... dd 8.99 +0.77 ...
667.19 510.17 Alleghany Y ... 20 571.35 +0.22 ... 9.37 4.18 ArcelorMittal MT ... 7 7.54 +0.27 ... 30.51 24.54 Bladex BLX 5.7 12 27.11 0.32 .385 31.53 26.46 BlackstoneMtg BXMT 8.1 12 30.54 +0.18 .62 46.30 0.17 C&J Energy CJ ... dd 34.79 +3.66 ...
23.69 11.06 AlleghenyTechs ATI ... dd 15.76 +0.43 .08 86.47 59.05 ArchCoal ARCH ... dd 72.88 0.53 .35 91.04 59.10 BancoMacro BMA .9 11 86.28 0.63 .7488 26.92 19.85 BlockHR HRB 3.4 18 25.65 0.93 .22 24.75 11.00 CBD Pao CBD ... dd 20.92 2.74 ...
82.00 61.47 Allegion ALLE .8 32 79.06 +2.33 .16 47.88 38.54 ArcherDaniels ADM 3.1 17 41.50 0.46 .32 11.75 4.72 BancSanBrasil BSBR ... ... 7.72 1.35 .0417 20.83 17.01 BlueCapReins BCRH 6.6 ... 18.05 0.15 .30 15.90 9.95 CBIZ CBZ ... 19 15.00 0.25 ...
261.27 184.50 Allergan AGN 1.3 8 219.13 11.75 .70 16.40 6.50 Archrock AROC 4.3 dd 11.10 0.05 .12 25.55 17.83 BcoSantChile BSAC 4.3 15 24.16 +0.39 1.0444 11.25 6.36 BlueLinx BXC ... 4 9.43 0.64 ... 14.30 7.15 CBL Assoc CBL 13.8 15 7.69 0.21 .265
72.05 54.48 Allete ALE 3.1 22 69.26 0.10 .535 30.69 16.75 Arconic ARNC .9 ... 27.58 0.12 .06 6.99 3.60 BancoSantander SAN 3.7 14 6.57 0.06 .06 18.95 15.97 BoardwalkPipe BWP 2.1 15 18.65 +0.29 .10 36.81 24.11 CBRE Group CBG ... 18 33.68 1.02 ...
266.25 185.02 AllianceData ADS .9 31 235.17 8.30 .52 9.53 4.25 ArcosDorados ARCO ... 23 8.75 0.45 ... 46.26 31.77 BanColombia CIB 2.9 11 44.77 +1.58 .3281 187.21 122.35 Boeing BA 3.1 22 180.76 2.49 1.42 71.07 49.92 CBS A CBS/A 1.1 56 62.62 0.29 .18
25.52 10.85 AllianceOne AOI ... 3 11.50 1.05 ... 23.44 20.72 Ardagh ARD 2.5 ... 22.37 +0.61 .14 32.40 20.50 BancorpSouth BXS 1.7 18 29.10 0.45 .125 33.40 17.80 BoiseCascade BCC ... 24 27.00 1.55 ... 70.10 48.88 CBS B CBS 1.2 55 61.66 0.54 .18
25.80 12.05 BankofAmerica BAC 1.3 15 23.05 0.95 .075 40.60 30.89 BonanzaCreekEner BCEI ... dd 38.75 +0.50 ... 9.65 4.84 CDI CDI ... dd 6.15 0.45 ...
13.64 3.01 BankofAmWtA BAC/WS/A ... ... 10.83 0.88 ... 17.26 6.03 BootBarn BOOT ... 17 8.06 1.05 ... 37.17 20.77 CF Industries CF 4.2 dd 28.56 +1.78 .30
TO OUR READERS:Full NYSE, NYSE MKT and Nasdaq Major 1.55 0.06 BankofAmWtB BAC/WS/B ... ... .71 0.07 ... 38.54 27.47 BoozAllen BAH 1.9 22 35.95 0.04 .17 30.05 5.61 CGG CGG ... dd 5.77 0.38 ...
Market listings appear free online at www.barrons.com/list- 35.33 23.75 BankofButterfield NTB 3.8 24 33.36 0.81 .32 44.24 27.52 BorgWarner BWA 1.4 62 40.40 1.25 .14 50.58 40.88 CGI Group GIB ... 14 48.70 +0.16 ...
ings. These composite stock quotations include trades on the 90.80 64.96 BankofHawaii BOH 2.6 18 78.39 1.68 .50 195.35 135.10 BostonBeer SAM ... 21 143.15 ... ... 47.45 28.33 CIT Group CIT 1.3 dd 47.05 +0.18 .15
78.00 60.93 BankofMontreal g BMO 3.9 9 69.30 +0.70 .6685 144.02 113.69 BostonProperties BXP 2.5 45 121.01 +0.07 .75 46.25 38.78 CMS Energy CMS 2.9 22 46.05 +0.51 .3325
Chicago, Pacific, Philadelphia, Boston and National stock ex- 49.54 35.72 BankNY Mellon BK 1.6 14 46.54 0.22 .19 26.76 19.67 BostonScientific BSX ... 83 26.41 +0.18 ... 46.44 29.38 CNA Fin CNA 2.3 11 44.09 0.16 .25
changes, as reported by the National Association of Securities 62.89 47.59 BkNovaScotia g BNS 4.2 12 55.79 +0.89 .5799 18.70 9.86 Box BOX ... dd 17.43 0.86 ... 11.30 6.26 CNH Indl CNHI 1.1 ... 11.18 +0.46 .1175
Dealers. 11.95 6.91 Bankrate RATE ... dd 10.55 ... ... 25.40 16.77 BoydGaming BYD .8 12 25.01 +0.21 .05 22.60 14.30 CNO Financial CNO 1.8 9 20.28 0.80 .09
The Weeks Statistics Bonus Tables: M36 & 39

Barron's 50-Stock Average ............. 35 DJ Averages ................................... 34 Indexes P/Es & Yields ...................... 35 New Highs & Lows ......................... 37 Trading Diary ................................. 34
Cash Track ..................................... 28 DJ U.S. Total Market Industry Groups 36 Initial Public Offerings.................... 36 NYSE Half-Hourly Volume .............. 34 Vital Signs...................................... 4
Charting the Market ...................... 2 Dow Jones Averages ...................... 34 Investor Sentiment Readings ......... 35 Other Market Indexes .................... 34 Week In Stocks............................... 35
Closed-End Funds.......................... 32 Dow Jones Per Share Values ........... 35 Key Foreign Market Indexes ........... 27 Preferred Stock Listings ................. 26 Weekly Bond Statistics................... 38
Coming Earnings ........................... 36 Earnings Scoreboard ..................... 36 Market Lab .................................... 34 Pulse of the Economy..................... 36 Weekly Volume By Markets ............ 35
Conference Call Calendar............... 37 Exchange Traded Portfolios ........... 23 Money Rates, U.S. & Foreign .......... 38 S&P Dow Jones Indexes.................. 34 Winners & Losers Stocks ................ 8
Consensus Estimates Dow Industrials 36 Federal Reserve Data Bank ............. 38 Money Supply ............................... 38 SEC Form 144 Filings ...................... 35
Delta Tactical Sentiment ................ 35 Foreign Exchange .......................... 38 Mutual Funds ................................ 28 Stock Splits - Special Dividends ...... 39 For statistical queries please contact the
Distributions & Offerings ............... 35 Global Stock Markets..................... 27 N.Y. Stock Exchange ...................... 15 Stock Volume ................................ 34 Statistics Team: 609-520-4799
or email: barronsstats@barrons.com
Dividend Boosts - Reductions......... 39 Gold & Silver Prices......................... 38 Nasdaq National Market................ 19 Top Retail Money Fund Top Yields .. 32 or visit: barrons.com/mkt-
Dividend Ex-Payment Dates ........... 39 Gold Mining Index ......................... 38 New Corporate Listings ................. 39 Top Savings Deposit Yields............. 33 lab?mod=BOL_Nav_MAR_other

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.
138.36 112.32 CNOOC CEO 5.0 cc 118.37 +1.76 2.961 499.00 352.96 Chipotle CMG ... cc 484.99 4.34 ... 47.83 32.97 EatonVance EV 2.5 21 44.88 0.15 .28 84.97 68.03 FidelityNtlInfo FIS 1.4 42 83.20 +0.09 .29
22.30
25.56
7.55
14.75
CNX Coal
CONE Midstream
CNXC
CNNX
12.8
5.2
13
13
16.00
21.61
+0.15
+0.26
.5125
.2821
66.75
2.55
43.61
1.04
ChoiceHotels
Christopher&Banks
CHH
CBK
1.3
...
25
dd
64.31
1.09
+2.43
0.12
.215
...
D 4.42
129.85
1.60
110.65
EclipseResources
Ecolab
ECR
ECL
...
1.2
dd
30
2.47
127.09
+0.29
+0.58
...
.37
55.28
2.40
27.58
0.74
58.com
FirstAcceptance
WUBA
FAC
...
...
dd
dd
42.12
1.22
1.08
+0.01
...
...
16.87 10.02 CPFLEnergia CPL 1.7 31 15.95 0.68 .1363 140.56 121.08 Chubb CB 2.0 14 138.48 +1.74 .69 42.45 31.03 DCP Midstream DCP 8.5 22 36.65 +0.05 .78 10.36 7.65 Ecopetrol EC ... 39 9.94 +0.04 .1557 43.77 35.28 FirstAmerFin FAF 3.2 14 42.40 +0.74 .34
38.04 25.82 CRH CRH 2.8 22 36.51 0.40 .505 38.47 31.28 ChunghwaTelecom CHT 5.0 23 34.91 +0.24 1.7304 52.62 41.49 DCT Industrial DCT 2.4 67 52.57 +1.36 .31 88.00 69.63 EdgewellPersonal EPC ... 22 70.72 1.78 ... 7.05 3.59 FirstBanCorp FBP ... 13 5.42 0.28 ...
33.54 21.95 CSRA CSRA 1.4 25 28.75 0.34 .10 52.27 42.56 Church&Dwight CHD 1.5 27 49.74 0.46 .19 19.92 8.61 DDR DDR 8.1 dd 9.33 0.13 .19 81.33 67.44 EdisonInt EIX 2.8 18 78.20 0.58 .5425 14.61 8.46 FirstCmwlthFin FCF 2.6 17 12.31 0.43 .08
29.18 23.16 CSS Industries CSS 3.2 7 25.36 0.98 .20 26.84 15.95 Ciena CIEN ... 38 22.95 0.69 ... 8.43 2.80 DHI Group DHX ... dd 2.80 0.50 ... 48.87 36.98 EducationRealty EDR 3.9 88 38.57 +0.95 .38 17.02 9.90 FirstData FDC ... 29 16.34 +0.11 ...
48.52 36.57 CST Brands CST .5 12 48.35 +0.02 .0625 164.88 115.03 Cigna CI .0 21 159.48 2.55 .04 5.87 3.29 DHT DHT 7.2 dd 4.47 0.07 .08 121.75 81.12 EdwardsLife EW ... 37 112.89 +2.30 ... 20.84 12.46 FirstHorizonNatl FHN 2.1 18 17.16 0.47 .09
24.80 16.35 CTS CTS .8 20 20.60 0.50 .04 146.96 108.97 CimarexEnergy XEC .3 dd 117.59 +0.30 .08 9.10 3.56 DRDGOLD DRD 9.5 49 3.61 0.18 .0857 12.43 8.11 eHiCarServices EHIC ... cc 9.98 0.01 ... 29.75 24.22 FirstIndRlty FR 2.9 26 28.57 +0.81 .21
25.91 12.03 CVR Energy CVI 9.4 29 21.34 0.61 .50 25.65 16.05 CincinnatiBell CBB ... 5 17.35 +0.45 ... 13 52.50 42.49 ElPasoElectric EE 2.4 21 52.05 +0.60 .31 19.15 6.62 FrstMajestcSlvr AG ... 57 8.92 +0.21 ...
128.66 94.52 DST Systems DST 1.2 118.56 4.71 .36
9.75 4.05 CVR Partners UAN 1.7 dd 4.70 +0.11 .02 44.84 32.60 Cinemark CNK 2.9 17 40.41 3.12 .29 12 5.13 2.54 EldoradoGold g EGO .9 81 3.46 0.20 .0153 11.31 8.01 FirstPotomac FPO 3.7 17 10.76 +0.25 .10
26.22 17.27 DSW DSW 4.6 17.48 1.72 .20
12.55 5.50 CVR Refining CVRR ... 10 10.20 0.05 ... 39.10 26.25 CinerRscs CINR 8.1 13 28.02 1.28 .567 8.86 7.00 ElevateCredit ELVT ... ... 7.48 0.51 ... 97.43 63.97 FirstRepBank FRC .8 22 90.21 0.70 .17
106.21 87.69 DTE Energy DTE 3.1 19 106.03 +0.61 .825
101.36 69.30 CVS Health CVS 2.6 16 76.32 3.89 .50 72.96 48.11 CircorIntl CIR .2 94 63.04 +0.32 .0375 54.49 49.43 DTE EnergyUn DTV 6.0 ... 54.09 +0.16 .81
18.20 15.30 EllingtonFin EFC 10.6 25 16.93 +0.17 .45 54.95 39.80 FirstCash FCFS 1.4 30 53.70 +1.80 .19
9.21 7.42 CYS Invts CYS 12.2 dd 8.21 +0.11 .25 62.58 38.31 Citigroup C 1.0 12 61.10 +0.03 .16 15.69 12.21 EllingtonResiMtg EARN 11.2 9 14.30 0.08 .40 36.60 27.93 FirstEnergy FE 5.1 dd 28.24 0.48 .36
80.83 64.06 DXC Tech DXC ... dd 78.07 1.55 .18
63.60 45.00 Cabela's CAB ... 25 52.77 2.74 ... 0.20 0.02 CitigroupWt19 C/WS/A ... ... .12 0.01 ... 24.12 17.60 EmbotellAndinaA AKO/A 3.1 23 22.20 +0.21 .1696 17.18 5.31 Fitbit FIT ... dd 5.50 0.25 ...
21.49 9.80 Dana DAN 1.2 4 19.53 1.05 .06
693.80 471.24 CableOne CABO .9 38 688.25 +19.87 1.50 39.75 18.34 CitizensFin CFG 1.6 16 34.57 2.08 .14 26.64 18.43 EmbotellAndinaB AKO/B 3.1 25 24.10 +0.60 .1866 19.98 8.12 500.com WBAI ... dd 8.96 0.32 ...
88.01 73.40 Danaher DHR .7 25 82.14 0.70 .14
61.34 42.27 Cabot CBT 2.4 14 51.44 0.42 .315 11.93 5.86 Citizens CIA ... 49 6.07 +0.12 ... 24.95 17.06 Embraer ERJ ... 32 18.67 1.62 .1287 6.19 4.52 FiveOaksInvt OAKS 11.5 10 5.24 0.03 .05
4.90 1.25 Danaos DAC ... dd 1.30 0.20 ...
26.74 20.02 CabotOil COG .9 dd 23.48 0.86 .05 13.93 11.20 CityOfficeREIT CIO 7.8 cc 12.10 0.05 .235 22.07 18.67 EmeraldExpo EEX ... ... 21.76 +0.85 ... 16.74 14.78 FivePoint FPH ... ... 16.00 +0.04 ...
27.60 18.01 DaqoNewEnergy DQ ... 4 22.54 0.72 ...
23.20 21.50 CadenceBancorp CADE ... ... 21.61 0.57 ... 3.73 1.00 Civeo CVEO ... dd 2.32 0.13 ... 24.45 3.76 EmergeEnergy EMES ... dd 13.13 +0.11 ... 30.70 21.78 Flagstar FBC ... 11 28.83 0.63 ...
89.14 59.50 Darden DRI 2.6 22 86.96 1.35 .56
16.01 11.85 CAE g CAE 1.5 17 15.73 +0.13 .0609 23.20 15.87 CivitasSolutions CIVI ... 35 16.15 1.90 ... 41.91 24.47 EmergentBiosol EBS ... 25 29.74 1.69 ... 176.42 121.52 FleetCorTech FLT ... 28 135.78 2.65 ...
16.12 11.51 DarlingIngred DAR ... 25 15.98 +0.95 ...
40.94 30.18 CalAtlantic CAA .4 10 37.23 +1.03 .04 61.62 43.03 CleanHarbors CLH ... dd 57.37 1.00 ... 64.36 48.45 EmersonElectric EMR 3.2 27 59.40 +1.96 .48 39.49 29.37 Floor&Decor FND ... ... 37.05 0.26 ...
78.77 54.50 DaVita DVA ... 11 64.57 2.07 ...
36.61 21.27 Caleres CAL 1.1 16 24.53 1.88 .07 7.31 3.75 ClearChannelOutdr CCO ... dd 3.80 0.55 .7797 22.31 18.31 EmpireStateRealty ESRT 2.0 55 20.78 +0.15 .105 16.93 8.87 FlotekIndustries FTK ... dd 10.36 +0.18 ...
22.31 15.69 DeanFoods DF 2.0 23 18.14 0.77 .09 12 24
18.80 12.70 CalgonCarbon CCC 1.4 80 14.35 +0.75 .05 69.75 44.00 ClearwaterPaper CLW ... 20 45.50 +0.40 ... 41.95 27.01 EmployersHldgs EIG 1.5 39.95 +0.75 .15 21.00 14.35 FlowersFoods FLO 3.5 18.51 0.84 .16
69.94 44.00 DeckersOutdoor DECK ... dd 59.01 0.51 ...
23.42 8.79 CaliforniaRscs CRC ... 1 12.67 0.23 ... 12.37 2.85 CliffsNatRscs CLF ... 37 6.49 +0.46 ... 37.12 13.25 EmpresaDisCom EDN ... dd 31.96 1.50 ... 52.50 39.13 Flowserve FLS 1.5 53 49.11 +0.06 .19
122.24 76.73 Deere DE 2.0 26 120.90 +7.79 .60 22 27
39.40 27.75 CalWtrSvc CWT 2.1 33 34.20 +0.10 .18 15.00 10.07 ClipperRealty CLPR 3.6 ... 10.47 0.24 .095 17.36 11.95 EnableMidstream ENBL 7.8 16.23 0.51 .318 58.37 44.05 Fluor FLR 1.8 45.85 0.76 .21
36.05 21.30 DelekLogistics DKL 9.0 16 30.75 0.73 .69 25.36 16.18 EnbridgeEnergy EEQ ... dd 16.90 0.05 ... 14.45 9.54 FlyLeasing FLY ... dd 12.73 +0.15 ...
8.20 6.15 Calix CALX ... dd 6.65 ... ... 140.47 111.24 Clorox CLX 2.5 26 132.16 ... .84 26.06 11.41 DelekUS DK 2.4 dd 25.36 +0.66 .15
13.35 9.10 CallawayGolf ELY .3 7 12.70 0.19 .01 8.04 1.64 CloudPeakEnergy CLD ... 6 3.49 +0.05 ... 26.37 16.76 EnbridgeEnPtrs EEP 8.1 dd 17.39 0.18 .35 100.57 73.45 FomentoEconMex FMX 1.5 29 91.44 +0.01 .673
68.25 42.02 DellTechnologies DVMT ... dd 64.92 0.03 ... 45.77 38.26 Enbridge g ENB 4.5 34 39.58 0.48 .4459 79.43 50.90 FootLocker FL 2.1 12 58.72 16.16 .31
18.53 10.34 CallonPetrol CPE ... dd 12.61 +0.16 ... 23.08 17.73 Cloudera CLDR ... ... 20.01 0.79 ... 89.58 58.04 DelphiAutomotive DLPH 1.4 20 85.90 0.79 .29
16.07 9.30 Calpine CPN ... 21 13.75 +1.37 ... 17.60 10.80 ClubCorp MYCC 4.0 cc 12.95 0.05 .13 13.85 7.08 Encana ECA .5 dd 11.32 +0.04 .015 14.04 10.67 FordMotor F 5.5 12 10.87 0.05 .15
52.76 32.60 DeltaAir DAL 1.7 9 48.20 0.79 .2025 5.95 2.76 EndeavourSilver EXK ... 40 3.12 0.05 ... 8.33 1.42 ForesightEnergy FELP ... dd 5.00 0.23 ...
62.95 38.30 Cambrex CBM ... 20 52.15 +0.75 ... 46.56 34.07 Coach COH 3.0 24 45.32 +0.05 .3375 85
85.49 53.21 DelticTimber DEL .6 69.75 4.45 .10 4.55 3.15 EnduroRoyalty NDRO 13.2 13 3.20 0.10 .0352 24.22 17.79 ForestCIty A FCE/A 1.6 dd 22.37 +0.31 .09
90.91 75.36 CamdenProperty CPT 3.6 17 82.29 +0.29 .75 2.70 0.25 CobaltIntlEner CIE ... dd .28 +0.02 ... 15
75.94 59.47 Deluxe DLX 1.8 67.64 1.85 .30 10.77 7.50 EnelAmericas ENIA 3.8 25 9.38 0.50 .1785 30.32 18.00 ForestCity B FCE/B 1.2 dd 29.13 +0.46 .09
13.36 7.41 Cameco g CCJ 3.0 dd 9.84 +0.02 .0741 46.01 39.88 Coca-Cola KO 3.4 31 43.90 +0.31 .37 dd
4.74 1.68 DenburyRscs DNR ... 1.75 0.06 ... 6.08 4.25 EnelChile ENIC ... 9 5.51 0.04 .1852 14.40 10.60 Forestar FOR ... 7 14.15 +0.05 ...
67.89 52.59 CampbellSoup CPB 2.5 35 55.78 1.44 .35 52.28 30.55 Coca-Cola Euro CCE 2.2 28 40.35 +0.30 .2235 dd
19.48 9.99 DeutscheBank DB 1.1 19.04 +0.27 .2024 27.82 18.35 EnelGenChile EOCC 8.3 9 23.39 0.69 .9677 34.66 29.14 Fortis g FTS 3.8 16 32.26 0.24 .3058
36.60 20.45 CampingWorld CWH 1.1 13 29.37 +0.37 .0732 84.00 59.44 Coca-Cola Femsa KOF 2.3 23 77.40 +0.62 .8805 70
50.69 32.81 DevonEnergy DVN .6 38.39 +0.53 .06 64.44 42.69 Energen EGN ... 82 58.56 +5.73 ... 64.27 43.00 Fortive FTV .5 24 61.84 0.34 .07
18.72 15.20 CanadaGoose GOOS ... ... 17.52 0.21 ... 16.41 6.98 CoeurMining CDE ... 17 9.44 +0.08 ... 34
40.70 15.36 DeVry DV 1.0 36.80 2.90 .18 60.07 41.97 Energizer ENR 2.1 18 52.61 1.58 .275 8.05 4.23 FortressInvt FIG 4.5 24 7.94 0.09 .09
92.22 72.62 CIBC g CM 4.9 7 78.86 +0.75 .9698 43.83 33.16 Cohen&Steers CNS 2.9 19 39.12 +0.64 .28 24
122.45 99.46 Diageo DEO 2.0 120.87 +1.00 1.1808 20.05 10.56 EnergyTrfrEquity ETE 6.1 22 18.62 0.11 .285 16.70 8.92 FortressTransport FTAI 8.3 dd 15.93 +0.15 .33
76.41 55.73 CanNtlRlwy g CNI 1.6 21 74.87 +0.74 .3059 41.99 24.62 Colfax CFX ... 34 40.24 +0.51 ... dd
26.72 13.03 DiamondOffshore DO ... 13.43 0.86 ... 31.49 21.52 EnergyTransfer ETP 9.3 10 23.00 0.01 .535 9.75 4.11 FortunaSilver FSM ... 30 4.53 +0.10 ...
35.28 27.80 CanNaturalRes g CNQ 2.6 cc 31.08 +0.27 .2014 76.86 63.43 Colgate-Palmolive CL 2.1 27 74.82 +3.57 .40 21
12.00 8.32 DiamndrckHspty DRH 4.5 11.13 +0.56 .125 10.33 4.87 Enerplus g ERF 1.0 3 8.36 +0.41 .0073 66.01 52.05 FortBrandsHome FBHS 1.1 23 63.31 +0.74 .18
160.45 119.50 CanPacRlwy g CP 1.1 16 155.67 +0.27 .412 16.09 9.70 ColonyNorthStar CLNS 8.0 cc 13.46 +0.32 .27 6.20 2.11 DianaShipping DSX ... dd 3.73 0.07 ... 84.74 55.73 EnerSys ENS .9 22 79.97 2.57 .175 26.25 14.60 ForumEnergyTech FET ... dd 17.20 +1.45 ...
34.09 27.18 Canon CAJ ... 23 33.95 +0.34 ... 35.15 25.36 ColonyStarwood SFR 2.6 dd 33.94 +0.18 .22 62.88 39.54 Dick's DKS 1.7 16 40.80 7.26 .17 39.16 19.46 Engility EGL ... dd 26.53 0.82 ... 17.91 14.02 FdnBuilding FBM ... ... 14.18 1.10 ...
88.81 64.62 CantelMedical CMD .2 45 71.86 +0.57 .07 24.63 20.16 ColumbiaProperty CXP 3.7 cc 21.90 0.20 .20 31.85 21.05 DieboldNixdorf DBD 1.5 dd 26.30 0.55 .10 20.45 14.39 EnLinkMid ENLC 5.6 dd 18.10 0.15 .255 24.10 16.71 FourCornersProp FCPT 4.1 18 23.78 +1.58 .2425
54.80 18.84 CapitalOneWt COF/WS ... ... 39.47 +1.19 ... 75.00 36.82 Comerica CMA 1.5 20 68.36 1.74 .26 116.08 85.63 DigitalRealty DLR 3.2 49 114.84 0.24 .93 19.89 14.46 EnLinkMidPtrs ENLK 8.9 dd 17.61 +0.11 .39 81.16 53.31 Franco-Nevada FNV 1.3 74 72.94 +2.33 .23
96.92 58.03 CapitalOne COF 2.0 12 80.27 +0.87 .40 45.50 10.75 ComericaWt CMA/WS ... ... 39.02 1.01 ... 35.95 19.44 DigitalGlobe DGI ... cc 31.25 0.05 ... 20.40 14.40 Ennis EBF 4.2 15 16.50 0.40 .175 16.82 7.96 Frank'sIntl FI 3.6 dd 8.37 +0.21 .075
19.92 12.65 CapitalSrLiving CSU ... dd 14.21 +0.21 ... 39.67 26.05 ComfortSystems FIX .9 21 34.80 +0.15 .075 77.70 45.51 Dillard's DDS .6 10 49.67 +2.74 .07 15.50 6.47 EnovaIntl ENVA ... 12 13.35 0.60 ... 22.45 13.45 FranklinCovey FC ... dd 20.40 0.30 ...
11.41 8.93 CapsteadMtg CMO 8.1 16 10.32 0.13 .21 24.64 14.58 CommercialMetals CMC 2.6 38 18.28 +0.67 .12 88.00 48.73 DineEquity DIN 7.8 10 49.70 1.44 .97 74.89 42.56 EnPro NPO 1.3 cc 67.33 2.43 .22 44.30 29.42 FranklinFin FSB ... 17 40.20 0.55 ...
85.52 62.70 CardinalHealth CAH 2.5 18 73.50 +0.60 .4624 63.04 38.20 CommBkSys CBU 2.4 23 53.88 2.11 .32 38.94 12.25 DiplomatPharmacy DPLO ... 70 17.60 0.29 ... .075
31.56 22.70 CareCapProps CCP 8.3 19 27.52 +0.47 .57 15.52 4.15 CommunityHlthSys CYH ... dd 9.84 0.32 ... 10
16.55 9.60 Entercom ETM 3.1 17 9.70 0.40 44.35 30.56 FranklinRscs BEN 1.9 14 42.04 1.13 .20
74.33 50.32 DiscoverFinSvcs DFS 2.0 60.11 0.16 .30
15.77 7.32 Care.com CRCM ... dd 15.45 +0.42 ... 82.09 66.71 Entergy ETR 4.6 dd 75.69 0.01 .87 17.06 9.24 Freeport-McMoRan FCX ... 43 11.73 +0.22 ...
25.94 18.12 CommunityHlthcr CHCT 6.3 91 24.57 0.73 .39 116.10 90.32 Disney DIS 1.5 19 107.52 2.17 .78 28.00 22.31 EntergyBds ENO 5.4 ... 25.69 +0.29 .3438 47.52 38.05 FreseniusMed FMS 1.2 20 45.70 0.91 .5303
116.40 98.23 Carlisle CSL 1.4 27 100.41 1.94 .35 11.22 7.01 SABESP SBS .7 7 8.85 1.07 .3837 55.02 44.33 DolbyLab DLB 1.1 27 50.59 0.66 .14 30.25 24.01 EnterpriseProd EPD 6.1 22 27.11 +0.03 .415 66.86 51.13 FreshDelMonte FDP 1.1 14 53.10 0.66 .15
69.11 45.06 CarMax KMX ... 20 64.75 +5.36 ... 4.75 1.43 EngGr-Cmg C CIG/C ... 15 2.48 0.48 .0916 96.88 66.50 DollarGeneral DG 1.4 16 71.95 +0.37 .26 8.00 4.90 Entravision EVC 2.2 24 5.60 +0.05 .0313 10.41 6.15 Frontline FRO 9.6 8 6.27 0.06 .15
63.41 42.94 Carnival CCL 2.6 15 61.50 +0.31 .40 14
3.84 1.40 EngGr-Cmg CIG ... 2.23 0.64 .0774 13.65 7.92 DominionDiamond DDC 3.1 cc 12.85 0.13 .20 41.47 30.80 Envestnet ENV ... dd 35.55 +0.10 ... 54.32 41.52 FullerHB FUL 1.2 21 50.07 1.65 .15
63.21 43.45 Carnival CUK 2.6 15 61.74 +0.65 .40 6
11.94 6.43 COPEL ELP ... 8.46 0.78 .2696 79.36 69.51 DominionEner D 3.8 22 78.59 +0.66 .755 82.37 53.12 EnvisionHlthcr EVHC ... dd 55.91 0.66 ... 16.58 9.77 FutureFuel FF 1.7 12 14.03 0.98 .06
45.34 29.76 CarpenterTech CRS 2.0 46 35.74 +0.30 .18
4.24 1.73 CiaSiderurgica SID ... 12 2.10 0.22 ... 53.00 48.74 DominionEnerUn DCUC 6.3 ... 50.60 +0.11 .7969 30.60 19.31 EnvivaPartners EVA 8.0 36 27.75 0.65 .555
29.11 21.97 CarriageSvcs CSV .8 21 26.08 0.63 .05
24.72
112.58
19.90
77.94
Cars.com
Carters
CARS/W
CRI
...
1.8
...
16
24.60
82.75
0.08
6.45
...
.37
27.28
19.50
19.31
15.65
CerveceriasUnid
CompassDiversif
CCU
CODI
2.6
8.9
26
53
25.79
16.25
0.26
...
.331
.36
54.16
33.70
47.26
23.17
DominionEnerUn
DominionEnerMid
DCUD
DM
6.7
3.7
...
22
50.44
29.35
+0.32
0.55
.8438
.274
9.68
139.89
4.88
110.87
EnzoBiochem
Equifax
ENZ
EFX
...
1.1
13
31
9.02
136.37
0.27
+1.32
...
.39
G
84.40 62.70 CompassMnlInt CMP 4.3 17 67.70 ... .72 198.00 120.35 Domino's DPZ .9 42 195.80 +0.52 .46 32.51 27.19 EquityCommnwlth EQC ... 20 31.00 +0.27 ...
13.94 8.14 Carvana CVNA ... ... 11.40 +0.05 ... 8.75 4.54 GAIN Capital GCAP 4.0 54 5.94 +0.31 .06
13.42 2.64 ComstockRscs CRK ... dd 8.14 0.46 ... 44.58 32.74 Domtar UFS 4.5 16 36.72 0.87 .415 84.68 65.87 EquityLife ELS 2.3 42 83.54 +1.35 .4875
5.50 3.05 CastlightHealth CSLT ... dd 3.60 0.50 ... 37.72 27.55 GAMCO Investors GBL .3 8 29.22 0.06 .02
41.68 33.08 ConagraBrands CAG 2.1 27 37.72 +0.26 .20 47.68 31.52 Donaldson DCI 1.5 29 46.78 +0.22 .175 71.53 58.28 EquityResdntl EQR 3.1 51 65.55 +0.65 .5038
34.81 20.94 Catalent CTLT ... 40 33.82 +1.59 ... 64.46 40.66 GATX GATX 2.8 10 59.24 +0.64 .42
147.55 114.33 ConchoRscs CXO ... cc 132.71 0.63 ... 29.00 18.02 DonnelleyFin DFIN ... 14 22.75 +0.10 ... 3.00 1.56 EquusTotReturn EQS ... 11 2.83 +0.03 ...
12.58 10.05 CatchMarkTimber CTT 4.7 dd 11.48 0.11 .135 34.23 23.07 GCPAppliedTechs GCP ... 57 30.40 1.10 ...
4.96 3.51 ConcordMed CCM ... dd 4.16 0.22 ... 12.50 5.07 DorianLPG LPG ... 29 8.63 0.12 ... 17.73 6.92 EraGroup ERA ... dd 10.13 0.47 ...
105.98 69.59 Caterpillar CAT 3.0 dd 102.43 +1.72 .77 34.32 10.84 GEO Group GEO 6.0 25 31.20 1.17 .47
18.15 13.10 Conduent CNDT ... ... 16.65 0.17 ... 35.90 20.00 DouglasDynamics PLOW 3.3 22 29.20 +0.05 .24 cc
38.88 19.73 Cato CATO 6.2 17 21.21 0.83 .33 19.87 8.65 ErosIntl EROS ... 10.90 +0.05 ... 32.10 21.05 GGP GGP 3.8 18 22.90 +1.06 .22
53.17 38.80 ConocoPhillips COP 2.2 dd 47.48 +0.51 .265 40.79 31.99 DouglasEmmett DEI 2.4 66 38.06 0.34 .23 39.50 19.59 EssentGroup ESNT ... 14 35.83 0.89 ...
72.56 56.17 CedarFairRec FUN 4.8 25 70.54 +0.83 .855 36.99 19.28 GMS GMS ... 29 33.24 0.70 ...
22.34 12.69 ConsolEnergy CNX ... dd 16.08 0.17 ... 83.59 63.93 Dover DOV 2.1 22 83.14 +3.54 .44 258.02 200.01 EssexProp ESS 2.7 33 254.55 +1.88 1.75
8.08 4.81 CedarRealty CDR 4.0 cc 5.00 0.18 .05 28.11 6.51 GNC Holdings GNC 11.0 dd 7.28 +0.56 .20
81.88 68.76 ConEd ED 3.4 19 80.37 +0.47 .69 1.21 0.92 DoverDowns DDE ... 57 1.14 +0.02 ... 95.38 75.30 EsteeLauder EL 1.5 31 92.37 0.56 .34
12.03 1.30 Celadon CGI 3.5 26 2.30 +0.05 .02 17.96 3.10 GOLLinhas GOL ... 6 12.25 4.04 ...
184.24 144.00 ConstBrands A STZ 1.1 26 182.94 +4.37 .52 2.54 1.80 DoverMotorsports DVD 2.6 20 1.95 0.10 .05 96.50 56.72 EsterlineTechs ESL ... 21 93.10 +2.70 ...
93.06 60.59 Celanese A CE 2.2 15 84.43 0.89 .46 30.00 19.59 GP Strategies GPX ... 19 23.60 2.10 ...
11 182.10 147.95 ConstBrands B STZ/B 1.0 26 181.28 +1.87 .47 65.42 47.51 DowChemical DOW 3.0 17 61.29 0.75 .46 38.80 27.25 EthanAllen ETH 2.7 19 27.65 0.90 .19
14.74 8.83 Celestica CLS ... 13.73 0.25 ... 30.50 16.20 GTT Comm GTT ... dd 28.95 0.60 ...
7 8.85 4.02 Constellium CSTM ... 35 6.30 0.05 ... 99.47 81.05 DrPepperSnap DPS 2.6 20 90.92 +0.57 .58 10.90 6.65 Euronav EURN ... 11 7.90 ... .22
11.19 5.70 CellcomIsrael CEL ... 10.13 0.50 ... 26.83 7.12 Gafisa GFA ... dd 7.57 1.08 ...
8.34 3.75 ContainerStore TCS ... 12 4.01 +0.11 ... 54.73 39.04 DrReddy'sLab RDY .7 36 41.44 +1.09 .2995 19.52 13.71 EverBankFin EVER 1.2 17 19.41 0.05 .06
11.98 8.51 CementosPacasm CPAC ... 26 11.23 +0.57 ... 57.82 43.90 Gallagher AJG 2.8 24 55.76 +1.03 .39
26.53 18.35 ContinentalBldg CBPX ... 22 23.95 0.75 ... 69.40 46.90 Dril-Quip DRQ ... 36 53.55 +1.90 ... 83.30 40.35 EvercorePtrs EVR 1.9 17 70.30 1.00 .34
9.25 5.28 Cemex CX ... 12 8.55 0.18 ... 32.67 20.10 GameStop GME 6.3 7 24.22 +0.19 .38
60.30 39.30 ContinentalRscs CLR ... dd 42.63 +0.57 ... 4.88 3.46 DriveShack DS ... dd 3.47 0.29 ... 258.30 169.19 EverestRe RE 2.0 9 243.94 0.01 1.25
10.13 7.55 Cencosud CNCO 3.3 13 8.14 0.29 .1349 16.39 7.30 Gannett GCI 8.6 93 7.42 0.37 .16
20.59 11.33 Volaris VLRS ... 16 13.46 +0.03 ... 82.37 61.12 DuPont DD 2.0 28 77.82 1.48 .38 7.26 1.13 Everi EVRI ... dd 6.88 +0.02 ...
16.82 9.11 CenovusEnergy g CVE 1.5 dd 9.68 +0.08 .037
35.58 15.63 Ducommun DCO ... 26 31.08 1.07 ... 30.74 17.31 Gap GPS 4.1 13 22.28 2.79 .23
77.60 50.00 Centene CNC ... 24 75.07 0.60 ... 30.92 20.15 Convergys CVG 1.7 19 24.00 +0.21 .10 60.78 50.56 EversourceEner ES 3.2 20 60.11 +0.23 .475
87.31 72.34 DukeEnergy DUK 4.1 27 83.37 0.11 .855 23.63 20.27 GardnerDenver GDI ... ... 22.72 +1.62 ...
28.86 21.81 CenterPointEner CNP 3.9 26 27.48 +0.19 .2675 213.23 156.70 Cooper COO .0 35 212.62 +5.03 .03 18.60 13.70 Evertec EVTC 2.4 16 16.60 0.20 .10
28.99 22.92 DukeRealty DRE 2.7 30 28.57 +0.87 .19 116.48 84.54 Gartner IT ... 53 113.41 +0.16 ...
7.70 1.90 CentraisElBras EBR ... 2 4.01 1.58 ... 118.59 74.33 Cooper-Standard CPS ... 13 107.19 2.83 ... 26.84 12.50 EvolentHealth EVH ... dd 23.55 1.60 ...
141.57 100.46 D&B DNB 1.9 44 104.52 4.52 .5025 17.85 11.19 GasLog GLOG 4.0 dd 13.90 +0.05 .14
33.55 21.88 CentralPacFin CPF 2.4 19 30.21 0.69 .18 44.50 29.29 CooperT&R CTB 1.2 9 36.00 1.55 .105 37.70 29.82 Exelon EXC 3.7 17 35.06 +0.93 .3275 10
25.20 18.00 GasLogPartners GLOP 8.5 23.40 +0.55 .50
28.05 16.30 CenturyComm CCS ... 11 26.15 +0.50 ... 125.78 48.57 Copa CPA 1.9 14 108.37 11.95 .51 53.31 37.54 DupontFabros DFT 3.9 30 51.87 0.65 .50 16.62 7.43 Express EXPR ... 10 7.60 0.57 ... 10.97 8.30 Gazit-Globe GZT ... 2 9.95 0.60 .0923
24 133.38 96.30 CoreLabs CLB 2.0 72 108.67 +5.48 .55 109.97 70.33 DycomInds DY ... 22 106.58 1.15 ... 18.65 13.00 ExtendedStayAmer STAY 4.7 48 17.81 +0.10 .21
33.45 22.33 CenturyLink CTL 8.7 24.87 +0.24 .54 14.99 3.62 GencoShipping GNK ... dd 10.64 +0.26 ...
10.50 3.52 Cenveo CVO ... 1 5.36 +0.36 ... 35.33 12.99 CoreCivic CXW 5.4 16 31.34 1.93 .42 17.93 12.40 DynagasLNG DLNG 10.9 9 15.57 0.53 .4225 34.05 10.83 Exterran EXTN ... dd 29.27 0.21 ... 7.83 3.52 Gener8Maritime GNRT ... 13 5.19 0.13 ...
dd 43.44 34.59 CoreLogic CLGX ... 39 42.04 +0.23 ... 22.01 5.84 Dynegy DYN ... dd 9.12 +2.30 ... 94.81 68.09 ExtraSpaceSt EXR 4.1 28 76.49 +4.07 .78
15.91 10.20 ChannelAdvisor ECOM ... 11.45 0.60 ... 44.84 32.34 Generac GNRC ... 23 35.22 +0.08 ...
37.25 22.08 CorEnergyInfr CORR 8.3 15 36.18 +2.43 .75 8.36 0.30 DynegyAWt DYN/WS/A ... ... .30 0.08 ... 95.55 80.30 ExxonMobil XOM 3.8 34 81.93 0.62 .77
92.61 67.20 CharlesRiverLabs CRL ... 26 89.60 +1.32 ...
113.10 49.03 DynegyUn DYNC 10.4 ... 67.00 +13.05 1.75 20.80 11.65 GeneralCable BGC 4.6 dd 15.50 0.70 .18
24.80 16.45 ChathamLodging CLDT 7.0 23 18.97 +0.15 .11 102.11 64.81 Coresite COR 3.2 61 100.02 +1.76 .80 197.00 132.68 GeneralDynamics GD 1.7 20 195.87 +0.28 .84
13.79 8.77 CheetahMobile CMCM ... dd 10.55 0.58 ... 29.72
34.56
18.88
24.92
Corning
CorpOfficeProp
GLW
OFC
2.1
3.3 dd
8 29.05
33.44
0.01
+0.97
.155
.275
0.70
7.61
0.01
6.45
DynegyWt
DynexCapital
DYN/WS
DX
...
10.7
...
4
.03
6.73
...
+0.01
...
.18 F 33.00 27.10 GeneralElec GE 3.4 26 28.05 0.22 .24
12.10 4.40 Chegg CHGG ... dd 11.50 0.03 ... 72.95 55.57 GeneralMills GIS 3.4 21 56.23 0.02 .48
216.01 126.54 Chemed CHE .5 29 197.73 6.25 .26 9.50 5.28 Cosan CZZ 1.0 28 7.38 0.77 .0756 38.59 19.81 FB Financial FBK ... 22 37.86 +0.98 ... 38.55 27.34 GeneralMotors GM 4.6 5 32.72 0.90 .38
46.02 5.82 Chemours CC .3 81 43.84 +0.02 .03 10.45 5.07 Costamare CMRE 5.1 13 7.79 +0.30 .10 E 82.60 56.41 FBL Financial FFG 2.9 14 61.75 1.30 .44 20.43 10.00 GeneralMotorsWt19 GM/WS/B ... ... 15.49 0.75 ...
19.14 14.94 CherryHillMtg CHMI 10.9 3 17.94 +0.44 .49 43.00 17.00 Cotiviti COTV ... 53 38.99 +0.82 ... 50.33 31.98 FCB Financial FCB ... 17 45.80 1.15 ... 74.21 45.00 Genesco GCO ... 9 45.05 6.15 ...
8.20 3.56 ChesapeakeEner CHK ... dd 5.78 +0.15 ... 17.38 10.10 Cott COT 1.8 dd 13.04 +0.41 .06 2.95 1.59 ECA Marcellus ECT 17.2 8 2.00 0.23 .086 76.02 41.80 FMC FMC .9 cc 74.31 +1.56 .165 80.73 52.21 Genesee&Wyoming GWR ... 27 64.50 +0.10 ...
3.85 1.89 ChesapeakeGranite CHKR 15.2 12 2.65 ... .1005 30.13 16.95 Coty COTY 2.7 dd 18.75 0.83 .125 32.54 23.73 elfBeauty ELF ... dd 25.12 1.91 ... 16.43 11.69 FNB FNB 3.6 18 13.40 0.73 .12 40.90 29.50 GenesisEnergy GEL 9.0 35 32.10 +0.67 .72
27.08 20.81 ChesapeakeLodging CHSP 6.9 21 23.13 +0.20 .40 8.82 7.04 CousinsProperties CUZ 2.8 cc 8.59 +0.22 .06 112.77 77.60 EllieMae ELLI ... 81 107.99 +0.91 ... 47.12 33.74 FTIConsulting FCN ... 21 34.62 0.14 ... 4.75 1.38 GenesisHealthcare GEN ... dd 2.17 0.22 ...
74.85 56.56 ChesapeakeUtil CPK 1.8 26 71.75 0.45 .325 17.16 13.45 Covanta CVA 7.0 dd 14.20 +0.20 .25 73.44 45.24 EMCOR EME .5 19 63.32 1.19 .08 49.63 31.84 Fabrinet FN ... 15 34.86 0.68 ... 8.31 5.07 GenieEnergy GNE 4.0 dd 7.44 +0.06 .075
119.00 97.53 Chevron CVX 4.1 70 106.52 +0.56 1.08 82.35 54.05 Crane CR 1.7 35 77.21 0.58 .33 34.62 26.15 ENI E 5.2 cc 33.73 +1.16 .8715 183.64 149.39 FactSet FDS 1.4 19 161.24 +0.94 .56 28.47 22.58 Genpact G ... 21 26.51 +0.95 .06
39.71 18.18 ChicagoB&I CBI ... dd 20.80 2.24 .07 10.50 6.75 Crawford A CRD/A 3.8 12 7.42 0.36 .07 12.04 6.50 ENSCO ESV .5 3 7.47 0.18 .01 139.00 104.70 FairIsaac FICO .1 33 133.20 1.70 .02 105.97 86.61 GenuineParts GPC 2.9 20 92.12 +0.68 .675
16.85 9.86 Chico'sFas CHS 2.9 17 11.23 1.53 .0825 14.37 7.40 Crawford B CRD/B 2.3 14 8.71 0.67 .05 109.37 78.04 EOG Rscs EOG .7 dd 93.81 0.89 .1675 13.12 4.28 FairmountSantrol FMSA ... dd 5.91 +0.41 ... 5.27 2.26 GenworthFin GNW ... dd 3.64 0.04 ...
20.90 14.70 ChimeraInvt CIM 11.1 5 17.99 +0.23 .50 173.80 137.51 Credicorp BAP 2.2 13 172.52 +5.26 3.7843 82.68 54.53 EPAM Systems EPAM ... 44 82.17 +1.56 ... 5.70 2.46 FangHoldings SFUN ... dd 3.67 +0.24 ... 8.62 2.18 GeoPark GPRK ... dd 8.51 +1.17 ...
8.12 4.27 ChinaCordBlood CO ... 39 7.77 0.09 ... 16.17 10.01 CreditSuisse CS 4.9 dd 14.36 0.33 .7042 7.49 3.29 EP Energy EPE ... dd 4.59 +0.16 ... 11.98 9.53 FarmlandPtrs FPI 5.2 dd 9.73 0.50 .1275 4.39 1.50 Gerdau GGB .8 dd 2.88 0.15 .0058
13.89 8.97 ChinaDistanceEd DL ... 11 9.90 0.29 .45 18.95 9.02 CrescentPoint g CPG 2.7 dd 9.89 +0.21 .022 84.67 65.50 EPR Prop EPR 5.7 23 71.14 +0.82 .34 70.00 34.60 FedAgriMtg A AGM/A 2.4 9 60.88 +1.73 .36 26.71 19.44 GettyRealty GTY 4.5 21 25.09 +0.09 .28
30.90 21.38 ChinaEastrnAir CEA ... 12 28.56 +0.91 .3554 28.30 17.89 CrestwoodEquity CEQP 9.8 dd 24.45 0.15 .60 80.61 55.09 EQT EQT .2 dd 56.42 0.40 .03 65.06 32.31 FedAgriMtg C AGM 2.4 9 60.00 0.61 .36 61.25 28.50 Gigamon GIMO ... 32 37.65 1.70 ...
1.68 1.18 ChinaGreenAg CGA ... 2 1.26 +0.04 ... 20.59 14.10 CrossTimbers CRT 6.1 16 15.23 +0.06 .0768 28.53 21.45 EQT GP EQGP 2.9 31 26.37 0.22 .191 171.08 121.73 FederalRealty FRT 3.1 40 125.59 +0.16 .98 32.20 23.55 Gildan GIL 1.3 13 27.77 0.18 .0935
16.27 10.07 ChinaLifeIns LFC 1.1 30 15.76 ... .1741 27.94 22.50 CrossAmerPtrs CAPL 10.0 cc 24.60 0.35 .6175 82.99 69.20 EQT Midstream EQM 4.8 14 74.05 0.41 .89 17.19 11.68 FederalSignal FSS 1.7 26 16.11 0.49 .07 18.10 3.85 GlassBridgeEnts GLA ... dd 4.31 0.60 ...
63.89 51.73 ChinaMobile CHL 2.9 13 55.42 +0.83 .80 102.82 79.38 CrownCastle CCI 3.8 85 99.44 +5.38 .95 60.95 38.17 ESCO Tech ESE .6 29 55.75 1.40 .08 33.13 24.52 FederatedInvest FII 3.9 12 25.64 0.17 .25 25.59 17.50 Glatfelter GLT 2.9 49 18.05 0.60 .13
1.77 0.97 ChinaNewBorun BORN ... 3 1.20 +0.06 ... 57.49 48.04 CrownHoldings CCK ... 15 56.01 0.32 ... 1.43 0.33 EXCO Res XCO ... dd .37 0.04 ... 201.57 145.00 FedEx FDX .8 27 189.37 2.29 .40 52.49 23.47 Glaukos GKOS ... cc 36.83 2.70 ...
25.24 12.45 ChinaOnlineEduc COE ... dd 17.65 +0.29 ... 20.15 11.34 CryoLife CRY ... 59 18.25 0.60 ... 110.64 71.24 EagleMaterials EXP .4 24 99.48 +0.94 .10 9.13 5.68 Felcor FCH 3.3 dd 7.19 +0.29 .06 45.58 37.20 GlaxoSmithKline GSK 4.5 52 43.60 +0.34 .4882
84.88 65.28 ChinaPetrol SNP 6.1 12 81.45 +0.53 2.4681 32.51 23.65 CubeSmart CUBE 4.3 49 24.95 +0.22 .27 15.93 7.67 EarthstoneEner ESTE ... dd 13.07 0.56 ... 85.51 38.71 Ferrari RACE ... ... 83.33 0.80 .6794 39.85 22.75 GlobalBrass BRSS .5 18 30.55 1.10 .0375
8.38 6.20 ChinaRapidFin XRF ... ... 7.24 0.64 ... 55.65 37.24 Cubic CUB .6 dd 44.95 +0.45 .135 21.38 17.68 EasterlyGovtProp DEA 5.0 cc 19.88 +0.11 .25 20.85 5.04 Ferrellgas FGP 7.0 dd 5.71 0.09 .10 11.38 6.73 GlobalMedREIT GMRE 8.3 dd 9.60 +0.24 .20
36.95 25.60 ChinaSoAirlines ZNH 1.7 12 35.51 +0.74 .6109 97.56 57.94 Cullen/Frost CFR 2.5 19 91.11 +1.63 .57 81.15 61.71 EastGroup EGP 3.1 31 80.55 +2.97 .62 18.30 11.76 Ferro FOE ... cc 17.08 0.51 ... 26.46 20.76 GlobalNetLease GNL 9.6 28 22.25 +0.39 .1775
53.87 42.29 ChinaTelecom CHA 2.8 15 49.05 0.05 1.3512 37.80 26.26 Culp CFI 1.0 20 31.35 1.00 .08 82.39 62.70 EastmanChem EMN 2.6 13 78.57 +1.06 .51 11.65 5.45 FiatChrysler FCAU ... 8 10.50 0.37 ... 21.95 12.82 GlobalPtnrs GLP 9.5 dd 19.40 0.55 .4625
14.48 9.89 ChinaUnicom CHU ... cc 13.41 0.03 ... 163.36 105.33 Cummins CMI 2.6 18 154.90 2.08 1.025 17.30 9.03 EastmanKodak KODK ... 13 9.90 +0.05 ... 10.36 5.79 FibriaCelulose FBR ... 18 10.04 +0.85 .2263 90.31 64.63 GlobalPayments GPN .1 54 90.04 +2.30 .0133
3.65 0.81 ChinaXiniyaFash XNY ... ... 1.42 0.03 ... 107.61 78.34 CurtissWright CW .6 20 84.92 1.41 .13 5.12 0.55 EastmanKodakWt KODK/WS ... ... .55 0.10 ... 29.10 21.10 Fidelity&Guaranty FGL .9 10 28.50 +0.55 .065 4.50 1.10 GlobalShipLease GSL ... dd 1.20 0.09 ...
20.44 10.43 ChinaYuchai CYD ... 7 17.01 0.06 .85 36.93 23.80 CustomersBancorp CUBI ... 12 28.75 1.06 ... 4.35 0.43 EastmanKodakWt KODK/WS/A ... ... .43 0.08 ... 42.00 31.64 FidelityNatlFin FNF 2.4 22 41.18 +0.79 .25 47.19 30.90 Globant GLOB ... 37 38.90 +1.91 ...
1.95 0.73 ChinaZenixAuto ZX ... dd 1.77 +0.16 ... 14.27 7.29 CypressEnergy CELP 11.3 dd 7.45 0.13 .21 79.31 54.30 Eaton ETN 1.9 18 78.01 +1.33 .60 14.50 10.55 FNFV Group FNFV ... 7 13.45 +0.05 ... 33.06 19.25 GlobusMedical GMED ... 28 30.47 0.73 ...

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. NYSE CUMULATIVE DAILY BREADTH vs DJIA
40.60 28.13 GoDaddy GDDY ... dd 40.17 +1.41 ... 30.45 22.84 HuanengPower HNP 5.6 14 30.00 +0.37 1.6824 22.93 12.42 Keane FRAC ... ... 16.06 +2.11 ...
6.60 2.60 GoldFields GFI 2.4 19 3.78 +0.17 .0455 125.93 97.35 Hubbell HUBB 2.5 22 114.17 +3.02 .70 87.16 68.67 Kellogg K 2.9 32 71.03 +0.20 .52 Losing Ground: The NYSEs cumulative breadth narrowed again, as
20.38 11.91 Goldcorp GG 1.7 35 13.84 0.38 .02 74.80 41.63 HubSpot HUBS ... dd 68.30 1.15 ... 14.65 2.26 Kemet KEM ... 17 13.25 0.49 ...
25.60 19.52 GoldmanSachsBDC GSBD 8.0 17 22.45 0.36 .45 9.15 3.57 HudbayMinerals g HBM .3 dd 5.40 +0.05 .0076 45.95 29.62 Kemper KMPR 2.6 cc 37.55 0.65 .24 seven stocks rose for every eight that declined.
255.15 138.20 GoldmanSachs GS 1.4 11 215.39 7.43 .75 1.04 0.12 HudbayMineralsWt HBM/WS ... ... .29 +0.03 ... 43.09 20.40 Kennametal KMT 2.1 dd 38.35 0.10 .20
34.45 22.30 Gorman-Rupp GRC 1.9 27 24.54 1.37 .115 36.75 26.99 HudsonPacProp HPP 3.0 94 32.86 0.28 .25 23.77 17.29 KennedyWilson KW 3.3 cc 20.45 0.10 .17
80.56 63.37 GraceWR GRA 1.2 37 70.85 +1.31 .21 2.75 1.48 HugotonRoyalty HGT 3.7 21 1.95 0.05 .006 13.26 8.81 KenonHoldings KEN ... dd 12.07 0.30 ...
111.69 69.33 Graco GGG 1.3 cc 110.55 +0.71 .36 233.66 150.00 Humana HUM .7 23 227.89 4.10 .40 38.00 19.01 KeyEnergySvcs KEG ... 5 20.59 +0.09 ...
BREADTH DJIA
25.00 17.19 Graham GHM 1.6 58 21.99 0.37 .09 220.68 146.52 HuntingtonIngalls HII 1.2 17 195.49 +1.40 .60 19.53 10.21 KeyCorp KEY 2.1 21 17.73 0.48 .095 459000 21250
615.85 440.55 GrahamHoldings GHC .8 22 600.40 +2.95 1.27 26.83 12.40 Huntsman HUN 1.9 19 26.71 +0.95 .125 39.49 26.87 KeysightTechs KEYS ... 17 37.49 1.49 ...
262.71 170.21 Grainger GWW 2.9 18 174.85 9.77 1.28 59.30 45.12 HyattHotels H ... 32 58.02 0.39 ...
BREADTH 457,556
78.33 60.89 KilroyRealty KRC 2.1 51 71.58 +0.66 .375 s
30.09 24.09 GramercyProperty GPT 5.3 cc 28.53 +1.06 .375 76.30 47.25 HysterYaleMatls HY 1.7 23 71.80 2.14 .3025 20.89 18.06 KimbellRoyalty KRP ... ... 19.37 +0.50 .23
8.96 2.16 GranayMontero GRAM ... 6 3.16 0.47 ... 138.87 111.30 KimberlyClark KMB 3.1 21 127.20 0.79 .97 443200 20400
62.18
38.49
40.25
29.21
GranitCnstr
GraniteREIT g
GVA
GRP/U
1.1
5.1
44
7
46.88
37.52
1.50
+0.53
.13
.1583
I 32.24
23.36
17.91
17.07
KimcoRealty
KinderMorgan
KIM
KMI
5.8
2.6
57
63
18.55
19.52
0.37
0.39
.27
.125
14.70 11.95 GraphicPkg GPK 2.2 21 13.35 0.54 .075 9.69 6.58 ICICI Bank IBN 1.5 19 9.62 +0.34 .1486 0.04 ... KinderMorganWt KMI/WS ... ... ... ... ... 427400 19550
15.45 7.00 GrayTelevision GTN ... 15 12.60 0.10 ... 86.46 70.35 IDACORP IDA 2.6 20 83.64 +0.09 .55 12.84 5.65 Kindred KND 4.7 dd 10.15 0.65 .12
14.05 7.05 GrayTelevision A GTN/A ... 12 10.65 0.65 ... 23.13 11.78 IDT IDT 4.5 10 16.88 0.20 .19 6.50 4.37 KingswayFin KFS ... dd 6.30 +0.27 ...
14.48 12.61 GreatAjax AJX 8.1 8 13.82 +0.08 .28 17.35 9.26 ING Groep ING 5.3 ... 16.90 +0.14 .451 5.81 2.88 KinrossGold KGC ... cc 4.25 +0.11 ... 411600 18700
31.24 25.85 GreatPlainsEner GXP 3.9 21 28.52 +0.31 .275 33.47 23.02 Invesco IVZ 3.7 15 31.62 0.50 .29 74.50 50.80 Kirby KEX ... 28 67.15 0.30 ...
45.62 29.31 GreatWesternBncp GWB 2.1 17 37.72 2.52 .20 30.45 17.74 KiteRealty KRG 6.3 dd 19.08 +0.38 .3025 s
8.40 3.87 IONGeophysical IO ... dd 4.50 +0.10 ... DJIA
38.34 20.79 GreenDot GDOT ... 38 35.75 0.23 ... 26.50 13.77 IRSA IRS ... 19 25.20 0.20 ... 38.80 24.79 KnightTransport KNX .8 30 31.75 0.35 .06 395800 17850
49.50 25.90 Greenbrier GBX 2.0 11 44.45 0.15 .22 44.00 30.06 ITT ITT 1.3 18 39.00 1.20 .128 28.40 20.37 Knoll KNL 2.7 14 22.45 0.47 .15
32.45 15.62 Greenhill GHL 8.2 12 21.85 1.20 .45 5.87 3.14 IamGold IAG ... dd 4.46 +0.26 ... 24.67 16.56 KnotOffshore KNOP 9.2 11 22.50 0.05 .52
60.55 33.78 Greif A GEF 3.0 36 56.27 0.44 .42 107.53 77.93 IDEX IEX 1.4 29 106.70 +3.19 .37 19.90 12.57 Knowles KN ... cc 17.69 +0.05 ...
74.35 44.23 Greif B GEF/B 4.0 28 63.55 +0.40 .63 59.67 34.10 Kohl's KSS 5.9 11 37.44 +0.95 .55 380000 17000
142.82 98.32 IllinoisToolWks ITW 1.9 23 137.00 0.38 .65
27.15 15.45 Griffon GFF 1.1 28 21.50 1.20 .06 96 36.49 23.00 KoninklijkePhil PHG 2.4 18 35.50 0.11 .8634 J J A S O N D J F M A M
35.30 26.48 Imax IMAX ... 27.10 2.00 ...
83.18 47.31 Group1Auto GPI 1.5 9 63.85 +1.63 .24 7.30 3.85 IndependenceContr ICD ... dd 4.36 +0.02 ... 45.85 23.61 Koppers KOP ... 23 37.55 0.20 ...
46.84 22.28 GrubHub GRUB ... 66 43.37 1.54 ... 28.37 17.36 KoreaElcPwr KEP ... 5 19.13 0.25 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
21.23 15.34 IndependenceHldg IHC .7 3 17.30 +0.05 .06 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
110.46 72.52 GpoAeroportuar PAC 3.2 28 107.52 +0.20 1.7303 13 33.27 18.57 KornFerry KFY 1.3 29 31.72 0.63 .10
56.10 45.32 IndustrsBachoco IBA 1.5 54.26 0.07 .4141 plot. Dec. 31, 1985 =1000.
206.69 131.72 GpoAeroportSur ASR 1.5 28 192.72 +0.43 2.8795 16 7.61 4.39 KosmosEnergy KOS ... dd 7.59 +0.78 ...
19.76 13.42 Infosys INFY 3.0 15.16 0.12 .2302
9.04 7.18 GpoAvalAcciones AVAL 4.8 13 8.44 +0.11 .0339 16 37.50 24.95 Kraton KRA ... 43 34.49 0.03 ...
19.51 14.59 InfraREIT HIFR 5.2 19.13 +0.25 .25
10.13 6.73 GpFinSantandMex BSMX 1.8 15 9.36 +0.17 .165 90.18 59.10 Ingersoll-Rand IR 1.8 16 89.24 +1.23 .40 37.97 28.29 Kroger KR 1.6 14 29.23 0.29 .12
17.86 10.00 GpoSupervielle SUPV ... 12 16.84 0.22 .0578 65.02 24.71 Ingevity NGVT ... 55 58.00 1.13 ... 19.96 4.70 KronosWorldwide KRO 3.1 27 19.58 +0.47 .15 52-Week Tick Div 52-Week Tick Div
27.89 19.69 GrupoTelevisa TV .4 53 24.21 0.48 .093 140.00 113.07 Ingredion INGR 1.7 18 115.56 2.45 .50 61.50 46.36 Kyocera KYO ... 23 58.92 +0.07 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
33.18 22.00 GuangshenRail GSH 2.1 23 27.19 +0.49 .5799 ...
20.52 14.50 InnovativeIndProp IIPR ... 17.86 0.14 ...
.05
18.68
64.00
9.56
49.18
Guess
GuidewireSoftware
GES
GWRE
9.1
...
36
cc
9.84
62.04
0.64
+1.04
.225
...
51.78 25.89 Inphi IPHI ... cc 38.39 +0.87 ... L 22.52
82.12
11.50
47.34
MRC Global
MSA Safety
MRC
MSA
...
1.8
dd
31
20.11
77.39
+0.51
0.59
...
.35
83.85
26.46
51.29
19.49
MineralsTechs
MistrasGroup
MTX
MG
.3
...
19
32
72.80
21.38
1.80
0.13 ...
93.65 64.55 Insperity NSP 1.5 25 79.80 1.60 .30
109.29 71.51 MSCI MSCI 1.1 34 98.88 +1.11 .28 7.01 4.16 MitsubishiUFJ MTU ... 10 6.24 0.16 ...
55.45 30.16 InstalledBldg IBP ... 39 48.50 +1.25 ... 13.72 5.81 LATAMAirlines LTM .6 cc 11.19 1.28 .0342
H 26.92 16.55 Instructure INST ... dd 26.30 +0.15 ... 79.67 43.04 L Brands LB 4.9 13 48.99 0.56 .60
105.70
25.30
67.74
14.73
MSC Industrial
MSG Networks
MSM
MSGN
2.1
...
22
9
85.56
21.75
2.28
1.75
.45
...
8.14
3.87
4.30
2.76
MiXTelematics
MizuhoFin
MIXT
MFG
2.6
...
21
8
5.91
3.56
+0.01
0.14
.0381
...
41.80 18.10 IntegerHoldings ITGR ... 87 39.20 0.85 ... 117.15 73.28 LCI Inds LCII 2.3 16 88.80 2.95 .50
91.03 67.00 HCA Healthcare HCA ... 11 82.15 2.46 ... 9.25 7.88 MVC Capital MVC 6.1 17 8.80 +0.10 .135 11.59 7.09 MobileTeleSys MBT 4.1 13 9.27 0.17 .3757
5.87 2.12 Intelsat I ... 0 3.12 +0.15 ... 14.36 9.84 LG Display LPL ... cc 13.21 +0.37 ...
50.93 24.35 HCI Group HCI 3.2 13 44.01 1.20 .35 7.35 5.05 MV Oil MVO 16.2 15 6.18 0.10 .25 61.95 33.69 Mobileye MBLY ... cc 61.80 +0.14 ...
61.98 48.15 ICE ICE 1.3 23 59.32 +0.53 .20 51.48 30.90 LINE LN ... 99 34.60 +0.75 ...
36.81 27.61 HCP HCP 4.7 15 31.72 +0.43 .37 94.51 56.42 Macerich MAC 4.8 64 59.35 +1.14 .71 13.98 6.98 ModelN MODN ... dd 12.40 +0.20 ...
56.50 36.17 InterContinentl IHG ... 29 55.62 +0.61 ... 15.40 4.52 LSB Inds LXU ... dd 8.73 +0.54 ...
7.27 3.80 HC2 Holdings HCHC ... dd 5.49 0.18 ... 29.70 24.59 Mack-Cali CLI 2.2 38 27.09 +0.44 .15 16.35 8.45 ModineMfg MOD ... 43 12.40 0.10 ...
182.79 142.50 IBM IBM 3.9 13 151.98 +1.61 1.50 37.40 17.00 LSC Comm LKSD 4.6 10 21.93 0.27 .25
86.10 59.00 HDFC Bank HDB .5 ... 84.71 +0.31 .4232 85.45 68.53 MacquarieInfr MIC 6.7 39 78.36 0.29 1.32 39.90 21.91 Moelis MC 4.1 21 35.85 1.45 .37
143.64 113.16 IntlFlavors IFF 1.9 27 134.81 +4.10 .64 54.20 43.17 LTC Properties LTC 4.7 22 48.12 +0.11 .19
33.35 24.84 HFF HF ... 14 30.31 0.08 1.57 32.07 16.87 IntlGameTech IGT 3.8 20 21.00 0.20 .20 45.41 22.43 Macy's M 6.6 12 23.01 0.60 .3775 241.02 175.52 MohawkIndustries MHK ... 18 230.02 0.51 ...
179.95 132.38 L3 Tech LLL 1.8 20 162.70 2.62 .75 206.60 160.96 MadisonSquGarden MSG ... dd 196.96 3.62 ... 68.67 42.56 MolinaHealthcare MOH ... 35 67.38 +0.25 ...
56.96 37.24 HNI HNI 2.7 24 42.28 0.80 .285 58.86 39.24 IntlPaper IP 3.6 27 51.11 1.18 .4625 15.39 9.73 LaQuinta LQ ... 41 13.90 +0.53 ...
19.49 11.40 HP HPQ 2.8 13 19.00 0.30 .1327 81.77 64.25 MagellanMid MMP 4.7 21 74.01 +0.22 .8725 112.19 89.27 MolsonCoors B TAP 1.7 10 94.13 +0.39 .41
21.85 9.00 IntlSeaways INSW ... dd 20.92 +0.49 ... 32.90 22.09 La-Z-Boy LZB 1.6 17 27.15 0.30 .11
20.17 12.50 HRG Group HRG ... dd 17.72 0.16 ... 47.21 32.76 MagnaIntl MGA 2.4 6 45.24 +0.26 .275 15.45 11.49 MonmouthRealEst MNR 4.3 46 14.72 +0.76 .16
25.34 21.67 Interpublic IPG 3.0 16 24.31 0.14 .18 146.63 119.51 LabCpAm LH ... 19 139.35 +0.03 ...
44.44 28.62 HSBC HSBC 4.6 cc 43.35 0.38 .50 10.20 4.99 MagnaChipSem MX ... dd 8.75 0.40 ... 10.97 9.52 MonogramResTr MORE 3.1 18 9.74 ... .075
44.67 32.21 InterXion INXN ... 71 44.33 +0.29 ... 15.53 11.34 LadderCapital LADR 8.6 11 14.03 0.07 .30
43.62 27.42 Haemonetic HAE ... dd 40.03 1.26 ... 40.86 31.36 MainStreetCap MAIN 5.8 13 38.17 0.23 .185 117.33 97.35 Monsanto MON 1.9 27 116.10 0.12 .54
25.78 9.55 IntrawestResorts SNOW ... 33 23.51 0.02 ... 44.84 28.75 LambWeston LW 1.7 ... 44.38 +2.18 .1875
19.10 6.33 HalconRscs HK ... dd 7.10 +0.57 ... 85.83 39.50 Mallinckrodt MNK ... 10 41.05 5.74 ... 119.99 87.30 Moody's MCO 1.3 54 114.75 0.02 .38
3.04 0.93 IntrepidPotash IPI ... dd 2.29 +0.09 ... 55.80 37.89 Landauer LDR 2.1 26 53.05 +0.95 .275
3.77 0.25 HalconRscsWt HK/WS ... ... 1.12 +0.32 ... 17.55 14.10 ManchesterUnited MANU 2.2 cc 16.55 +0.25 .09 73.05 50.96 Moog A MOG/A ... 18 67.20 0.51 ...
32.58 18.41 Intrexon XON ... dd 23.49 0.65 ... 39.99 16.75 Lannett LCI ... dd 19.95 2.70 ...
.18 7.57 3.65 Manitowoc MTW ... dd 5.63 0.40 ... 71.81 51.11 Moog B MOG/B ... 19 67.54 1.01 ...
58.78 40.12 Halliburton HAL 1.5 dd 47.78 +2.64 16.65 8.00 Invacare IVC .3 dd 14.65 0.25 .0125 16.47 9.20 LaredoPetrol LPI ... dd 12.93 +0.62 ...
41.84 28.19 HalyardHealth HYH ... 45 36.20 0.36 ... 10.34 4.70 Manning&Napier MN 6.7 8 4.75 0.35 .08 47.33 23.11 MorganStanley MS 1.9 12 41.80 0.93 .20
16.67 13.24 InvescoMtg IVR 10.2 4 15.73 +0.13 .40 63.38 41.45 LasVegasSands LVS 5.1 25 56.77 1.88 .73 106.99 57.26 Manpower MAN 1.8 16 101.99 0.59 .93 34.36 22.43 Mosaic MOS 4.7 cc 23.65 +0.74 .275
28.25 18.91 Hanesbrands HBI 2.9 15 20.72 0.72 .15 21.28 15.04 InvestmentTech ITG 1.4 dd 20.27 +0.05 .07 31.87 21.56 LaSalleHotel LHO 6.3 26 28.53 +0.43 .45
25.21 18.02 HannonArmstrong HASI 6.1 56 21.68 0.58 .33 19.52 12.55 ManulifeFin g MFC 3.4 11 17.41 +0.20 .1501 87.69 62.76 MotorolaSolutions MSI 2.3 22 80.83 3.38 .47
7.28 5.60 InvRlEst IRET 4.6 dd 6.12 +0.47 .07 47.09 26.21 Lazard LAZ 3.7 14 44.20 0.43 .41
92.78 74.06 HanoverIns THG 2.4 29 82.03 +0.24 .50 19.28 12.22 MarathonOil MRO 1.4 dd 14.53 +0.20 .05 31.95 19.14 Movado MOV 2.3 15 22.15 1.05 .13
11.88 5.76 Invitae NVTA ... dd 9.01 0.78 ... 9.35 5.10 Leaf LFGR ... dd 8.05 0.35 ...
63.40 41.63 HarleyDavidson HOG 2.8 15 52.62 2.59 .365 54.59 32.02 MarathonPetrol MPC 2.7 23 52.78 +0.11 .36 43.96 27.98 MuellerIndustries MLI 1.4 16 28.49 1.13 .10
22.15 19.80 InvitationHomes INVH ... ... 21.78 0.01 .06 149.00 97.35 Lear LEA 1.4 10 143.47 0.81 .50
4.87 1.86 HarmonyGold HMY 3.5 5 2.28 0.03 .0395 30.31 22.93 Marcus&Millichap MMI ... 15 24.03 0.09 ... 14.20 10.33 MuellerWater MWA 1.4 35 11.31 +0.20 .04
41.50 30.75 IronMountain IRM 6.3 96 34.98 +0.41 .55 3.92 1.74 LeeEnterprises LEE ... 5 1.95 0.05 ...
113.58 77.56 Harris HRS 2.0 24 107.81 +0.05 .53 34.90 18.57 Marcus MCS 1.6 21 31.45 0.95 .125 25.92 21.17 MuleSoft MULE ... ... 23.78 +1.78 ...
4.85 3.52 IsraelChemicals ICL 2.4 dd 4.33 +0.09 .026 38.99 27.54 LeggMason LM 2.9 17 38.10 +0.78 .28
15.75 5.81 Harsco HSC ... dd 13.90 0.65 ... 2.82 1.25 MarinSoftware MRIN ... dd 1.30 0.15 ... 18.00 11.00 MultiPkgSolns MPSX ... 86 17.99 ... ...
12.83 8.74 iStar STAR ... dd 12.03 0.03 ... 54.97 44.02 Leggett&Platt LEG 2.8 18 50.63 1.20 .36
2.09 0.85 HarteHanks HHS ... dd 1.28 0.01 ... 14.87 7.87 MarineProducts MPX 2.2 26 12.85 0.12 .07 35.19 24.03 MurphyOil MUR 3.7 dd 26.82 +0.24 .25
14.70 11.14 ItauCorpBanca ITCB .0 cc 14.16 0.20 .0027 55.25 37.79 Leidos LDOS 2.5 24 52.11 0.56 .32
.23 23.65 15.10 MarineMax HZO ... 18 18.25 0.40 ... 80.44 57.13 MurphyUSA MUSA ... 20 68.56 ... ...
50.26 38.92 HartfordFinl HIG 1.9 20 48.42 0.66 13.65 7.19 ItauUnibanco ITUB .5 10 10.88 1.94 .0048 5.47 2.97 LejuHoldings LEJU ... dd 3.14 0.11 ... 63
44.00 31.88 HartfordFinSvcsWt HIG/WS ... ... 42.72 0.36 ... 992.00 811.05 Markel MKL ... 40 953.90 +6.79 ... 17.85 11.35 MyersIndustries MYE 3.3 16.60 0.50 .135
6.79 3.71 LendingClub LC ... dd 5.66 0.17 ... 21 .35 15.50 10.25 MyovantSciences MYOV ... ... 11.66 1.10 ...
J
26.30 16.57 HavertyFurn HVT 2.1 17 23.15 1.45 .12 124.94 56.90 MarriottVacations VAC 1.3 110.93 0.87
53.79 39.68 Lennar A LEN .3 15 52.15 +1.76 .04 75.52 62.33 Marsh&McLennan MMC 2.0 21 74.61 +1.23 .375
26.00 17.04 HavertyFurn A HVT/A 2.0 17 22.70 3.05 .1125
34.98 28.31 HawaiianElec HE 3.8 14 32.42 0.16 .31
11.45 8.35 J Alexander's JAX ... 22 10.85 0.30 ...
44.14
176.47
32.09
132.37
Lennar B
LennoxIntl
LEN/B
LII
.4
1.2
13
26
43.74
175.49
+1.60
+9.31
.04
.51
244.32
37.58
167.06
29.11
MartinMarietta
Masco
MLM
MAS
.7
1.1
35
23
228.39
37.00
2.15
+0.54
.42
.10
N
36.60 26.66 HealthcareRealty HR 3.6 35 33.39 +1.11 .30 27.34 15.48 LeucadiaNatl LUK 1.0 15 24.64 0.66 .0625
34.40 24.95 JELD-WEN JELD ... dd 31.23 0.91 ... 85.30 55.60 MasoniteIntl DOOR ... 22 75.00 +1.80 ...
34.64 26.34 HealthcareAmer HTA 3.8 95 31.51 +0.68 .30 61.42 44.01 Level3Comm LVLT ... 34 59.58 +0.49 ... 99.55 50.38 NACCO Inds NC 1.7 14 65.90 1.10 .2725
14.40 10.94 J.Jill JILL ... ... 11.21 1.39 ... 47.90 20.86 MasTec MTZ ... 19 41.45 2.15 ...
47.89 36.97 HealthSouth HLS 2.1 17 45.98 1.62 .24 11.42 9.00 LexingtonRealty LXP 7.4 30 9.49 ... .175 18.10 13.80 NCI BuildingSys NCS ... 26 17.00 +0.10 ...
7.00 5.19 JMP JMP 6.7 dd 5.40 +0.04 .03 119.71 86.65 Mastercard MA .7 31 117.58 +0.45 .22
7.64 3.83 HeclaMining HL .2 24 5.88 +0.13 .0025 49.90 25.20 NCR NCR ... 29 39.37 2.18 ...
38 93.98 57.05 JPMorganChase JPM 2.4 13 84.78 2.14 .50 42.26 35.64 LibertyProperty LPT 3.9 18 41.08 +0.34 .40 28.51 18.56 MatadorResources MTDR ... 48 24.35 +0.85 ... dd
74.92 50.43 Heico HEI .2 73.76 0.04 .09 109.89 72.08 LifeStorage LSI 5.3 43 74.83 +0.22 1.00 25.80 12.95 NGL Energy NGL 9.9 15.80 +0.25 .39
32 52.40 16.40 JPMorganWt JPM/WS ... ... 43.65 2.10 ... 41.23 23.04 Materion MTRN 1.2 30 34.55 1.05 .10 17
63.00 39.97 Heico A HEI/A .3 62.10 0.20 .09 3.59 2.10 LightInTheBox LITB ... dd 2.23 0.07 ... 10.90 2.25 NL Industries NL ... 9.35 1.10 ...
dd 29.86 17.23 JabilCircuit JBL 1.1 35 28.58 0.37 .08 43.00 28.24 Matson MATX 2.6 18 29.44 1.10 .19 dd
11.87 5.55 HelixEnergy HLX ... 5.93 +0.24 ... 86.72 64.18 EliLilly LLY 2.7 38 77.80 2.39 .52 23.53 15.47 NOW DNOW ... 17.72 +0.34 ...
dd 63.42 47.14 JacobsEngineering JEC 1.1 31 53.01 +0.26 .15 17.50 5.74 MauiLand MLP ... 11 17.10 +2.10 ... dd
85.78 55.98 Helmerich&Payne HP 4.7 60.04 +2.62 .70 73.31 35.27 LincolnNational LNC 1.8 11 65.36 1.32 .29 4.77 3.03 NQ Mobile NQ ... 3.82 +0.10 ...
25 15.08 10.96 JaggedPeakEner JAG ... ... 13.28 +0.35 ... 64.25 43.69 Maximus MMS .3 20 62.66 0.78 .045 dd
73.35 47.62 Herbalife HLF ... 71.81 0.42 ... 69.23 27.00 LincolnNatlWt LNC/WS ... ... 61.20 4.12 ... 19.07 9.84 NRG Energy NRG .8 15.71 +0.64 .03
dd 17.30 13.90 JamesHardie JHX 1.3 26 15.17 1.01 .10 32.24 16.85 MaxLinear MXL ... 44 31.11 0.01 ... 46
52.96 25.68 HercHoldings HRI ... 35.60 6.46 ... 89.98 65.78 Lindsay LNN 1.4 39 84.57 +0.08 .29 17.78 13.40 NRG Yield A NYLD/A 6.4 16.88 +0.12 .27
20 16.62 11.96 JanusCapital JNS 3.1 19 14.38 0.11 .11 19.77 8.01 McClatchy MNI ... dd 8.44 1.29 ... 47
15.68 11.78 HerculesCapital HTGC 9.4 13.26 +0.60 .31 29.03 24.27 LionsGate A LGF/A ... dd 25.50 0.65 ... 18.56 13.98 NRG Yield C NYLD 6.2 17.40 +0.30 .27
11 24.71 13.32 JerniganCapital JCAP 6.4 9 21.98 0.50 .35 107.84 88.64 McCormick MKC 1.9 27 100.99 +1.59 .47 15
16.48 11.25 HeritageInsurance HRTG 2.0 12.22 0.26 .06 27.14 22.50 LionsGate B LGF/B ... ... 23.38 0.34 ... 28.43 21.96 NTTDoCoMo DCM ... 24.65 +0.61 ...
6 24.04 12.72 JinkoSolar JKS ... 3 18.39 +1.10 ... 108.26 89.14 McCormickVtg MKC/V 1.9 27 99.91 +0.37 .47 21
22.14 15.36 HershaHospitality HT 6.0 18.74 +0.68 .28 2344.61 1478.04 NVR NVR ... 2325.98 +135.35 ...
117.79 89.98 Hershey HSY 2.2 39 111.98 +4.91 .618 93.55 57.47 JohnBeanTech JBT .5 31 83.65 4.05 .10 105.32 68.70 LithiaMotors LAD 1.2 11 90.38 +0.62 .27 8.33 4.32 McDermottIntl MDR ... ... 6.53 +0.16 ... 18.40 7.84 NaborsIndustries NBR 2.3 dd 10.52 +0.92 .06
129.00 109.32 J&J JNJ 2.6 21 127.00 +3.36 .84 35.13 22.20 LiveNationEnt LYV ... dd 33.86 +0.17 ... 148.83 110.33 McDonalds MCD 2.5 26 148.15 +2.79 .94
53.14 9.24 HertzGlobal HTZ ... dd 10.06 0.45 ... 4.42 2.47 LloydsBanking LYG 4.6 21 3.82 +0.20 .0259 9.59 5.19 NamTaiProperty NTP 3.5 dd 8.10 0.35 .07
dd 46.17 37.31 JohnsonControls JCI 2.3 dd 42.60 +0.56 .25 4.92 2.09 McEwenMining MUX ... cc 2.89 0.02 .005 28
65.56 45.12 Hess HES 2.0 48.93 0.44 .25 276.64 228.50 LockheedMartin LMT 2.7 21 272.79 +1.53 1.82 34.10 19.46 NatlBankHoldings NBHC 1.2 31.03 0.70 .09
26.78 24.22 HessMidstream HESM ... ... 25.21 0.34 ... 4.91 1.75 JonesEnergy JONE ... dd 2.40 +0.30 ... 199.43 114.53 McKesson MCK .7 6 153.01 +8.43 .28 61.25 50.61 NationalFuelGas NFG 2.9 22 56.39 0.32 .405
126.80 86.62 JonesLangLaSalle JLL .6 17 112.10 3.31 .35 48.05 38.17 Loews L .5 18 45.92 +0.16 .0625 94.40 69.25 MeadJohnson MJN 1.9 28 89.00 +0.05 .4125
19.16 11.74 HewlettPackard HPE 1.4 10 18.53 0.35 .065 17 74.97 56.50 NationalGrid NGG 4.6 18 68.94 +1.96 .9427
6.19 2.96 JumeiIntl JMEI ... 25 3.17 0.06 ... 26.93 15.74 LouisianaPacific LPX ... 22.69 0.78 ...
55.91 38.87 Hexcel HXL .9 18 50.21 +0.21 .11 86.25 64.87 Lowe's LOW 1.7 24 84.59 0.23 .35
6.83 1.46 Mechel MTL ... 10 5.15 0.35 ... 82.53 66.31 NatlHealthInv NHI 5.0 19 76.41 +1.08 .95
23.30 6.95 Hi-Crush HCLP ... dd 15.10 +0.55 ... 30.96 21.18 JuniperNetworks JNPR 1.4 18 29.53 1.06 .10 12.26 10.28 MedEquitiesRlty MRT 7.0 dd 11.92 0.28 .21 43.63 29.79 NatlOilwell NOV .6 dd 34.81 +1.02 .05
9.87 7.49 JupaiHoldings JP ... 7 8.14 0.79 .50 5.10 2.58 Luby's LUB ... dd 2.61 0.14 ... 15.92 11.54 MedicalProp MPW 7.3 16 13.20 0.13 .24
56.23 45.22 HighwoodsProp HIW 3.5 42 50.49 +0.52 .44 112.00 83.53 NatlPrestoInds NPK 1.0 16 104.00 +1.10 4.50
6.77 4.86 JustEnergy g JE 7.1 2 5.36 0.82 .0954 29.77 11.47 LumberLiqu LL ... dd 29.13 +3.95 ... 47.35 30.00 Medifast MED 3.0 26 42.80 3.06 .32
5.70 1.95 HillIntl HIL ... dd 4.90 +0.35 ... 53.60 36.45 NatlRetailProp NNN 4.8 33 37.74 0.02 .455
13.50 9.28 Luxfer LXFR 4.0 18 12.60 +0.17 .125 8.06 6.05 MedleyCapital MCC 10.4 62 6.18 0.01 .16
77.37 47.46 Hill-Rom HRC 1.0 32 74.83 +1.22 .18 26.15 18.81 NatlStorage NSA 4.0 cc 23.83 +0.29 .24
39.00 27.89 Hillenbrand HI 2.3 19 36.40 1.20 .205 K 66.18
60.98
46.58
44.85
Luxoft
Luxottica
LXFT
LUX
...
1.6
35
31
64.90
60.00
+0.70
+0.12
...
.9721
10.65 5.45 MedleyMgmt MDLY 13.6 62 5.90 0.45 .20 19.83 10.19 NationstarMtg NSM ... 11 17.44 +0.07 ...
30.60 19.17 Hilltop HTH 1.0 17 25.14 0.70 .06 76.96 53.80 Mednax MD ... 16 54.70 0.57 ... 34.50 19.85 NaturalGasSvcs NGS ... 80 26.30 0.35 ...
64.85 36.59 Lydall LDL ... 21 48.20 4.20 ... 89.27 69.35 Medtronic MDT 2.1 29 83.23 0.19 .43
37.21 24.60 HiltonGrandVac HGV ... ... 35.84 +0.03 ... 47.03 38.16 KAR Auction KAR 3.0 26 42.93 +0.78 .32 14.21 9.23 NaturalGrocers NGVC ... 23 9.46 0.44 ...
8 97.64 69.82 LyondellBasell LYB 4.2 9 81.10 +0.06 .85 66.80 54.63 Merck MRK 2.9 41 63.78 +0.21 .47
64.05 41.96 Hilton HLT .9 cc 63.85 +1.75 .15 48.68 26.45 KB Fin KB ... 47.07 +0.01 ... 45.60 10.43 NaturalResPtrs NRP 5.8 6 31.05 1.15 .45
20.65 17.00 HoeghLNG Ptrs HMLP 9.0 12 19.10 0.15 .43 21.64 12.67 KB Home KBH .5 19 21.44 +0.53 .025 64.52 49.69 MercuryGeneral MCY 4.5 39 54.85 +0.53 .6225 3.30 1.39 Natuzzi NTZ ... dd 2.60 0.48 ...
38.09 29.53 HollyEnergy HEP 7.2 27 34.35 0.06 .62 17.95 12.08 KBR KBR 2.2 dd 14.75 0.13 .08 M 66.25 43.85 Meredith MDP 3.9 46 53.35 1.75 .52 24.99 14.28 Nautilus NLS ... 19 18.40 0.40 ...
34.78 22.07 HollyFrontier HFC 5.0 dd 26.39 1.25 .33 19.96 12.21 KCG Holdings KCG ... 7 19.84 0.02 ... 41.50 29.70 MeritageHomes MTH ... 11 40.60 +0.40 ... 27.86 15.12 NavigantConsult NCI ... 17 19.42 1.43 ...
160.86 119.20 HomeDepot HD 2.3 23 156.30 0.62 .89 19.30 11.63 KKR KKR 3.7 10 18.45 +0.09 .17 173.72 108.04 M&T Bank MTB 1.9 19 157.30 0.51 .75 18.29 6.30 Meritor MTOR ... 3 16.07 0.42 ... 14.82 6.47 NavigatorHldgs NVGS ... 16 8.40 0.50 ...
32.17 24.03 HondaMotor HMC ... 9 27.68 0.44 ... 23.18 20.50 KKR RealEstFin KREF ... ... 22.36 +0.36 ... 99.00 35.27 M&TBankWt MTB/WS ... ... 83.00 0.70 ... 16.70 7.45 MesaRoyalty MTR 9.1 15 14.74 +0.34 .1122 2.11 1.19 NaviosMaritime NNA 12.4 6 1.61 0.04 .05
135.00 105.25 Honeywell HON 2.0 21 131.40 0.09 .665 57.56 20.85 KMG Chem KMG .2 31 56.46 +0.44 .03 11.65 6.34 MBIA MBI ... dd 7.98 0.05 ... 17.42 8.05 MesabiTrust MSB 15.8 19 13.90 +1.00 .55 2.40 0.57 NaviosMaritime NM ... dd 1.43 0.10 ...
44.15 31.51 HoraceMannEdu HMN 3.0 21 36.95 0.70 .275 17.24 13.34 KT KT ... 12 16.14 +0.28 ... 35.99 20.89 MDC Holdings MDC 2.9 15 34.39 0.70 .25 46.40 27.35 MethodeElec MEI .9 16 38.60 2.90 .09 14.20 9.07 NaviosMaritimeMid NAP 15.4 70 11.00 +0.19 .4225
26.37 10.60 HorizonGlobal HZN ... dd 14.66 +0.07 ... 21.18 10.17 K12 LRN ... cc 19.47 1.29 ... 29.92 21.45 MDU Rscs MDU 2.9 69 26.37 +0.13 .1925 58.09 36.17 MetLife MET 3.2 dd 50.48 0.44 .40 2.94 1.14 NaviosMaritime NMM ... ... 1.80 +0.10 ...
40.00 33.18 HormelFoods HRL 2.0 21 34.83 +0.42 .17 75.95 47.50 Kadant KAI 1.2 23 70.25 0.70 .21 8.52 6.83 MFA Financial MFA 9.9 10 8.12 +0.05 .20 567.12 343.61 MettlerToledo MTD ... 37 564.09 +7.98 ... 33.46 10.30 NavistarIntl NAV ... dd 25.90 0.96 ...
9.82 2.35 HornbeckOffshore HOS ... dd 2.54 +0.13 ... 11.73 2.30 Kadmon KDMN ... dd 2.39 0.26 ... 2.43 1.43 MFC Bancorp MFCB ... dd 1.65 0.01 ... 53.29 34.92 MichaelKors KORS ... 8 36.41 0.33 ... 90.23 65.82 NeenahPaper NP 2.0 18 75.50 1.75 .37
34.56 26.69 DR Horton DHI 1.2 13 33.79 +0.72 .10 53.41 40.47 Kaman KAMN 1.7 24 47.80 0.72 .20 11.35 5.36 MGIC Investment MTG ... 11 10.60 0.13 ... 110.01 85.04 MidAmApt MAA 3.5 41 100.00 +1.66 .87 21.25 8.05 Neff NEFF ... 12 16.60 1.75 ...
20.21 14.43 HostHotels HST 4.4 18 18.09 +0.61 .20 100.69 79.05 KSCitySouthern KSU 1.5 19 90.27 0.90 .33 28.97 22.45 MGMGrowthProp MGP 5.5 40 28.22 +0.56 .3875 16.60 9.05 MidSouthBncp MSL 2.6 25 14.10 0.65 .09 55.01 31.49 Nelnet NNI 1.4 7 39.97 0.79 .14
36.65 20.96 HoulihanLokey HLI 2.3 21 34.12 0.36 .20 24.98 12.14 KapStonePaper KS 2.0 26 20.22 1.05 .10 32.28 21.31 MGM Resorts MGM 1.4 14 31.25 +0.10 .11 25.00 17.01 MidstatesPetrol MPO ... ... 17.66 0.50 ... 18.51 6.90 NeoPhotonics NPTN ... dd 8.31 0.12 ...
2.96 1.51 Hovnanian HOV ... 32 2.40 +0.05 ... 24.24 14.02 KateSpade KATE ... 17 18.43 +0.02 ... 29.42 17.00 MI Homes MHO ... 14 28.45 0.61 ... 19.32 12.43 Milacron MCRN ... dd 17.56 +0.35 ... 20.60 12.49 Netshoes NETS ... ... 18.09 +1.34 ...
131.39 101.20 HowardHughes HHC ... 86 129.70 +0.51 ... 20.47 16.71 KayneAnderson KED 8.6 2 18.55 +0.02 .40 39.43 30.09 MPLX MPLX 6.1 76 35.35 +0.01 .54 28.85 19.86 MillerIndustries MLR 3.0 13 23.85 0.70 .18 34.40 21.10 NeuStar NSR ... 10 33.00 0.20 ...

106.93 62.67 Nevro NVRO ... dd 72.98 1.08 ... 46.13 25.50 PLDT PHI 3.4 19 33.19 1.28 .5628 85.59 61.21 QuintilesIMS Q ... 76 83.05 +0.16 ... 23.78 15.90 SaratogaInvt SAR 8.7 11 21.25 1.18 .46 13.14 5.18 SunCokeEnergy SXC ... 28 8.63 +0.65 ...
12.55 8.71 NewHome NWHM ... 10 11.28 0.61 ... 131.83 77.40 PNC Fin PNC 1.9 16 118.76 2.05 .55 13.52 2.54 QuorumHealth QHC ... dd 3.98 +0.08 ... 32.40 24.85 Sasol SSL 2.4 19 31.02 +0.60 .3786 21.95 10.30 SunCokeEnerPtrs SXCP 14.7 dd 16.15 0.15 .594
42.65 30.46 NewJerseyRscs NJR 2.5 22 40.40 0.05 .255 64.30 14.80 PNC Fin Wt PNC/WS ... ... 51.39 1.86 ... 14.36 9.10 QuotientTech QUOT ... dd 11.25 +0.65 ... 68.75 54.95 SaulCenters BFS 3.5 38 58.46 +0.47 .51 33.79 25.60 SuncorEnergy g SU 3.0 35 32.04 +0.36 .2371
19.89 11.87 NewMediaInvt NEWM 11.3 24 12.41 0.19 .35 38.39 30.95 PNM Resources PNM 2.7 22 36.30 0.65 .2425 76.41 64.20 Scana SCG 3.7 16 65.53 +0.42 .6125 34.28 21.01 Sunoco SUN 10.9 dd 30.33 0.16 .8255
15.00
76.18
12.10
37.16
NewMountainFin
NewOrientalEduc
NMFC
EDU
9.4
... 44
8 14.45
71.70
0.10
+0.11
.34
...
66.63
113.49
40.80
89.64
POSCO
PPG Ind
PKX
PPG
...
1.5
17
64
61.24
106.73
+1.35
0.39
...
.40
R 87.84
43.65
70.22
23.83
Schlumberger
SchwabC
SLB
SCHW
2.8
.8
dd
27
71.75
38.26
+0.73
1.35
.50
.08
16.15
61.69
11.26
37.71
SunstoneHotelInv
SunTrustBanks
SHO
STI
1.3
1.9
19
15
15.78
54.05
+0.63
2.28
.05
.26
44.94 25.78 NewRelic NEWR ... dd 42.76 0.78 ... 39.92 32.08 PPL PPL 4.1 15 38.82 +0.06 .395 3.91 2.18 RAIT Financial RAS 15.4 dd 2.34 +0.07 .09 47.01 33.39 SchweitzerMaud SWM 4.4 16 38.20 +0.31 .42 27.83 7.41 SunTrustBanksWtA STI/WS/A ... ... 20.73 3.82 ...
17.86 12.58 NewResidInvt NRZ 12.0 8 16.06 0.04 .48 27.85 10.99 PROS PRO ... dd 27.49 +1.51 ... 20.41 14.92 RELX RENX 3.1 27 20.36 +0.31 .319 89.87 52.06 ScienceApplicat SAIC 1.7 22 71.92 1.25 .31 18.34 3.15 SunTrustBanksWtB STI/WS/B ... ... 12.00 1.41 ...
12.68 9.02 NewSeniorInvt SNR 10.6 dd 9.82 +0.12 .26 125.81 97.14 PSBusinessParks PSB 2.8 45 122.30 +1.05 .85 29 10.14 2.64 ScorpioBulkers SALT ... dd 6.35 0.10 ... 19.83 10.45 SuperiorEnergy SPN ... dd 11.85 +0.74 ...
21.47 16.19 RELX RELX 3.0 21.44 +0.26 .3189
2.71 1.33 NewYork NWY ... dd 1.50 +0.05 ... 115.40 83.80 PVH PVH .1 15 100.41 +0.22 .0375 42 5.99 3.50 ScorpioTankers STNG 1.0 dd 4.13 0.06 .01 32.12 18.58 SuperiorIndsIntl SUP 3.9 16 18.65 0.85 .18
63.35 37.10 RE/MAX RMAX 1.3 53.90 1.35 .18
17.68 12.67 NY CmntyBcp NYCB 5.2 14 12.99 +0.07 .17 2.23 0.87 PacificCoastOil ROYT 3.4 cc 1.93 +0.08 .0054 ... 98.82 65.80 ScottsMiracleGro SMG 2.3 38 88.10 +0.89 .50 5.74 3.20 Supervalu SVU ... 15 3.99 +0.04 ...
29.29 24.50 REV REVG ... 26.05 +0.21 .05
10.15 8.54 NewYorkREIT NYRT 5.3 dd 8.68 +0.06 .0383 11.56 1.58 PacificDrilling PACD ... dd 2.11 +0.23 ... 24.15 12.16 ScrippsEW SSP ... 24 17.55 0.37 ... 15.05 12.40 SutherlandAsset SLD 10.1 10 14.60 +0.20 .37
60.11 24.41 RH RH ... cc 57.88 +0.84 ...
17.45 10.60 NYTimes A NYT .9 54 17.35 +0.15 .04 103.17 62.41 PackagingCpAm PKG 2.5 20 99.35 2.97 .63 71.46 52.51 RLI RLI 1.5 23 54.24 0.45 .21 15.88 7.35 SeabridgeGold SA ... dd 10.80 0.15 ... 27.18 14.31 SwiftTransport SWFT ... 25 22.65 0.20 ...
55.45 43.43 NewellBrands NWL 1.7 23 52.80 +0.11 .23 165.69 107.31 PaloAltoNtwks PANW ... dd 116.50 +0.04 ... 4.59 0.52 SeaDrill SDRL ... dd .53 0.06 ... 38.06 23.25 SynchronyFin SYF 1.9 10 26.84 +0.25 .13
25.10 18.86 RLJ Lodging RLJ 6.5 17 20.38 +0.76 .33
50.00 33.00 NewfieldExpln NFX ... dd 34.53 0.23 ... 60.67 20.92 PampaEnergia PAM ... dd 59.56 0.27 ... 6.45 2.70 SeadrillPartners SDLP 12.3 1 3.26 +0.26 .10 93.61 74.52 Syngenta SYT 1.1 36 92.78 0.03 1.0065
23.36 13.50 RPC RES 1.0 dd 20.03 +1.98 .05
483.86 385.66 NewMarket NEU 1.5 22 460.37 +4.98 1.75 14.98 8.92 PandoraMedia P ... dd 9.24 0.58 ... 56.40 46.25 RPM RPM 2.3 35 53.17 +1.22 .30 50.62 41.74 SealedAir SEE 1.5 25 43.45 +0.92 .16 129.24 83.92 Synnex SNX .9 17 108.88 +0.08 .25
46.07 30.19 NewmontMining NEM .6 dd 33.63 0.12 .05 27.70 15.34 PanhandleOil&Gas PHX .9 cc 18.50 0.20 .04 16.99 5.67 Seaspan SSW 8.4 dd 5.92 0.23 .125 44.09 26.90 SynovusFin SNV 1.5 20 41.22 0.83 .15
28.08 11.03 RR Donnelley RRD 4.6 dd 12.09 0.87 .14
8.75 4.26 NewparkResources NR ... dd 8.00 +0.05 ... 8.63 4.30 ParTechnology PAR ... 35 8.29 0.12 ... 20.13 11.77 SeaWorldEnt SEAS 2.2 cc 18.07 0.34 .10 57.07 47.15 Sysco SYY 2.4 29 54.58 +0.63 .33
46.92 31.30 RSP Permian RSPP ... cc 40.05 0.32 ...
25.82 13.73 NexPointResidentl NXRT 3.5 29 25.06 0.10 .22 18.28 14.58 ParamountGroup PGRE 2.4 dd 15.61 0.07 .095 16.55 14.00 SelectEnergySvcs WTTR ... ... 16.00 +1.12 ... 17.51 7.05 Systemax SYX 2.5 dd 15.96 +0.52 .10
19.87 9.29 RadianGroup RDN .1 12 16.46 0.29 .0025
137.73 110.49 NextEraEnergy NEE 2.9 17 137.29 +1.74 .9825 20.24 13.76 ParkElectrochem PKE 2.5 35 16.25 1.31 .10 114.00 68.23 RalphLauren RL 2.9 dd 69.29 7.11 .50 15.15 10.08 SelectMedical SEM ... 24 13.95 0.10 ...
64.78
53.51
54.44
46.80
NextEraEnergyUn
NextEraEnergyUn
NEE/PQ
NEE/PR
5.0
5.7
...
...
63.11
53.30
+0.90
+0.21
.7964
.7654
33.40
2.90
24.65
1.35
ParkHotels
ParkerDrilling
PK
PKD
6.8
... dd
2 25.36
1.45
+0.44
...
.43
...
20.24 12.28 Ramco-Gershenson RPT 6.8 19 12.91 ... .22 43.20
7.74
27.35
3.88
Semgroup
SemicondctrMfg
SEMG
SMI
5.4
...
cc
2
33.10
5.45
+1.10
+0.04
.45
...
T
46.96 24.67 RangeResources RRC .3 dd 25.55 0.06 .02
35.13 23.90 NextEraEnergy NEP 4.3 19 33.60 +0.27 .365 166.60 99.10 ParkerHannifin PH 1.7 23 157.21 +0.53 .66 81.92 46.30 RaymondJames RJF 1.2 19 73.01 1.40 .22 114.66 92.95 SempraEnergy SRE 3.0 19 111.50 0.11 .8225 132.29 52.03 TAL Education TAL ... 98 123.75 4.22 .50
55.94 38.31 NielsenHoldings NLSN 3.1 30 39.56 0.84 .31 26.20 16.39 Parkway PKY ... ... 19.70 0.04 .10 17.38 10.37 RayonierAdvMatls RYAM 2.1 11 13.17 +0.38 .07 45.30 32.07 SensataTech ST ... 25 40.03 +0.49 ... 20.03 11.72 TCF Fin TCF 1.9 14 15.57 0.69 .075
60.33 49.01 Nike NKE 1.4 22 51.77 2.43 .18 39.82 24.12 ParsleyEnergy PE ... dd 31.61 0.30 ... 29.86 24.47 Rayonier RYN 3.6 15 27.77 +0.33 .25 84.55 66.36 SensientTech SXT 1.5 33 80.03 +0.22 .30 3.96 1.00 TCF Fin Wt TCF/WS ... ... 1.30 0.26 ...
26.94 21.17 NiSource NI 2.8 23 24.70 +0.40 .175 19.10 12.14 PartyCity PRTY ... 16 15.35 0.10 ... 163.10 128.69 Raytheon RTN 2.0 21 160.28 +1.78 .7975 4.23 1.60 SequansComms SQNS ... dd 4.00 +0.10 ... 65.03 47.12 TC PipeLines TCP 6.5 18 57.93 +0.42 .94
29.73 21.33 NoahHoldings NOAH ... 16 27.46 +1.63 ... 34.84 23.72 Patheon PTHN ... ... 34.61 +8.61 ... 33.02 21.43 Realogy RLGY 1.2 19 29.94 0.82 .09 51.99 38.49 SeritageGrowth SRG 2.5 dd 39.70 0.30 .25 79.69 54.54 TE Connectivity TEL 2.0 13 74.67 1.00 .37
9.73 4.16 Noble NE ... dd 4.55 +0.03 .02 9.95 2.00 PatriotNational PN ... dd 3.09 +0.04 ... 72.30 52.72 RealtyIncome O 4.7 48 54.20 0.53 .211 33.20 24.90 ServiceCorp SCI 1.9 20 31.95 0.06 .15 26.65 17.91 Tegna TGNA 2.4 12 22.89 +0.23 .14
42.03 29.39 NobleEnergy NBL 1.3 dd 31.24 0.29 .10 65.76 38.32 PaycomSoftware PAYC ... 75 64.89 0.12 ... 62 42.45 32.41 ServiceMaster SERV ... 32 36.69 0.60 ... 15.59 14.18 TEGNA Wi TGNA/W ... ... 14.74 +0.49 ...
90.01 68.54 RedHat RHT ... 86.18 2.07 ...
53.29 26.00 NobleMidstream NBLX 3.5 22 46.57 +0.80 .4108 32.50 22.61 PeabodyEnergy BTU ... dd 23.30 1.71 ... dd 100.72 63.51 ServiceNow NOW ... dd 99.30 +2.40 ... 34.12 30.31 Telus g TU 4.3 16 33.77 +0.28 .3597
9.40 6.23 RedLionHotels RLH ... 6.40 0.15 ...
6.31 4.04 Nokia NOK 2.9 dd 6.18 +0.01 .1816 13.20 7.04 Pearson PSO 9.6 dd 9.06 +0.11 .437 42.94 30.36 ShakeShack SHAK ... 78 37.80 +1.70 ...
17.38 13.20 RedwoodTrust RWT 6.8 9 16.39 0.08 .28 28.04 17.63 Ternium TX 3.9 7 25.88 +1.23 1.00
13.17 7.85 NomadFoods NOMD ... 60 13.12 +0.67 ... 31.99 23.55 PebblebrookHotel PEB 4.8 46 31.48 +0.96 .38 17 21.84 18.36 ShawComm B g SJR 4.2 23 21.19 +0.24 .0736 16.81 9.15 TIM Part TSU .7 30 14.45 1.93 .0985
83.65 51.57 RegalBeloit RBC 1.3 78.45 +0.35 .26
6.80 3.33 NomuraHoldings NMR ... 10 6.08 0.08 ... 33.52 27.44 PembinaPipeline g PBA 4.6 26 32.58 +0.71 .1238 18 35.17 25.42 ShellMidstream SHLX 3.7 24 31.50 0.40 .291 83.64 71.50 TJX TJX 1.7 21 74.27 3.04 .3125
24.79 19.35 Regal RGC 4.3 20.40 0.90 .22
31.29 17.94 Norbord g OSB 3.0 9 29.05 +0.83 .22 2.05 0.76 PengrowthEnergy g PGH ... dd .95 +0.09 ... cc 339.62 239.48 SherwinWilliams SHW 1.0 26 332.37 1.68 .85 10.32 10.07 TPG PaceEnergy TPGE/U ... ... 10.24 +0.03 ...
85.35 58.63 RegencyCtrs REG 3.5 60.63 0.09 .53
32.99 20.08 NordAngliaEduc NORD ... 63 32.23 +0.05 ... 2.05 0.63 PennWestPetrol g PWE ... dd 1.57 +0.02 ... 9 45.37 30.57 ShinhanFin SHG ... 8 44.04 0.29 ... 17.55 5.83 TRC Cos TRR ... 30 17.55 +0.05 ...
27.56 13.11 RegionalMgmt RM ... 20.98 +0.79 ...
5.61 0.80 NordicAmerOffshr NAO 7.3 dd 1.10 0.01 .02 11.30 4.17 PenneyJC JCP ... dd 4.56 +0.01 ... 16 16.28 12.07 ShipFinance SFL 12.9 ... 14.00 +0.10 .45 14.20 10.35 TRI Pointe TPH ... 12 12.74 +0.27 ...
16.03 7.80 RegionsFin RF 2.0 14.09 0.04 .07
16.07 6.51 NordicAmerTankers NAT 11.4 cc 7.03 0.24 .20 25.67 10.00 PA Reit PEI 7.7 dd 10.93 0.47 .21 dd 95.88 26.00 Shopify SHOP ... dd 88.87 4.71 ... 63.34 41.41 TableauSoftware DATA ... dd 60.34 0.38 ...
15.61 9.02 Regis RGS ... 9.44 +0.12 ...
62.82 35.01 Nordstrom JWN 3.6 19 40.77 0.43 .37 19.35 11.47 PennyMacFinS PFSI ... 5 16.35 0.10 ... 132.79 90.26 ReinsuranceGrp RGA 1.3 10 124.27 +0.81 .41 65.16 38.93 Shutterstock SSTK ... 48 44.52 ... ... 17.01 7.12 TahoeResources TAHO 2.5 15 9.47 +0.24 .02
125.00 78.73 NorfolkSouthern NSC 2.2 19 113.27 3.69 .61 18.25 14.28 PennyMacTr PMT 10.6 13 17.71 +0.21 .47 20.97 5.27 SibanyeGold SBGL 4.2 5 5.51 3.20 .1169 28.76 10.50 TailoredBrands TLRD 6.8 21 10.61 1.16 .18
88.58 65.10 RelianceSteel RS 2.5 16 71.98 0.16 .45
31.35 19.80 NortelInversora NTL ... 12 29.14 +0.15 .5969 56.05 29.29 PenskeAuto PAG 2.8 11 43.64 +0.99 .31 2.30 1.85 SibanyeGoldRt SBGL/R/W ... ... 2.03 0.07 ...
150.74 111.25 RenaissanceRe RNR .9 13 137.56 +0.65 .32 35.80 23.43 TaiwanSemi TSM 2.7 16 35.20 0.17 .9394
5.70 2.34 NAmerEnergyPtr g NOA 1.2 61 4.85 +0.40 .0147 69.03 53.80 Pentair PNR 2.1 25 67.11 +2.47 .345 dd 109.42 57.87 SignetJewelers SIG 2.1 8 58.65 1.48 .31 29.50 20.38 TallgrassEnerGP TEGP 4.2 46 27.40 +0.14 .2875
7.25 2.15 ReneSola SOL ... 2.89 +0.11 ...
8.08 0.65 NorthAtlDrilling NADL ... dd 2.59 +0.01 ... 90.00 48.18 Penumbra PEN ... dd 81.80 1.95 ... 15.40 9.68 SilverSpringNtwks SSNI ... dd 10.00 +0.18 ... 55.50 42.54 TallgrassEnPtrs TEP 6.6 21 50.75 +0.47 .835
12.50 6.01 Renren RENN ... dd 7.34 +1.19 ...
9.90 6.11 NoEuroOil NRT 10.5 12 7.26 0.29 .19 114.66 98.50 PepsiCo PEP 2.8 25 113.69 +0.78 .805 35.70 22.00 SilverBowRscs SBOW ... 0 28.00 +0.93 ... 42.20 24.71 Tanger SKT 5.3 13 26.01 0.52 .3425
64.11 47.53 RepublicServices RSG 2.1 33 61.38 1.30 .32
253.80 206.69 NorthropGrumman NOC 1.6 20 249.88 +2.43 1.00 29.13 19.95 PerformanceFood PFGC ... 33 27.70 +0.05 ...
73.46 56.59 ResMed RMD 1.9 30 68.40 +0.04 .33
229.10 152.09 SimonProperty SPG 4.4 28 157.87 +0.39 1.75 61.83 35.35 TargaResources TRGP 7.1 dd 50.92 +0.10 .91
13.04 8.50 NorthstarRltyEur NRE 5.1 dd 11.80 +0.07 .15 62.92 45.35 PerkinElmer PKI .5 30 61.99 0.39 .07 48.41 37.06 SimpsonMfg SSD 2.1 20 40.82 0.46 .21 79.33 52.72 Target TGT 4.3 11 55.99 +0.19 .60
49.14 2.55 ResoluteEnergy REN ... dd 44.00 +3.37 ...
66.17 53.50 NorthwestNatGas NWN 3.2 27 59.40 0.25 .47 10.30 6.10 PermianBasin PBT 6.8 18 9.86 +0.04 .0563 51.11 26.60 SiteOneLandscape SITE ... dd 49.52 +0.50 ... 150.75 92.28 TaroPharm TARO ... 10 114.28 1.01 ...
6.75 3.70 ResoluteForest RFP ... dd 4.45 0.30 ...
63.75 53.85 Northwestern NWE 3.5 16 60.05 0.63 .525 111.00 65.47 Perrigo PRGO .9 dd 70.79 4.18 .16 65.19 47.61 SixFlags SIX 4.2 55 61.44 0.55 .64 44.79 27.95 TataMotors TTM .0 19 34.45 +0.69 .0149
13.73 7.57 ResourceCapital RSO 2.2 dd 9.24 0.13 .05
83.58 66.93 Novartis NVS 3.4 30 80.42 0.06 2.7178 12.48 4.66 Petrobras PZE ... 56 12.22 +0.05 ... 32.71 18.81 SkechersUSA SKX ... 15 23.45 0.40 ... 81.68 57.85 TaubmanCtrs TCO 4.2 36 59.50 +0.82 .625
60.66 39.28 RestaurantBrands QSR 1.3 32 60.34 +1.26 .19
57.44 30.89 NovoNordisk NVO 1.6 18 40.85 +0.25 .6704 81.80 63.43 PetroChina PTR 1.6 31 68.33 +0.05 .5506 16.37 10.65 Smart&FinalStores SFS ... cc 13.47 +0.57 ... 24.60 13.58 TaylorMorrison TMHC ... 13 23.35 +0.24 ...
17.78 12.30 RetailPropofAmer RPAI 5.2 dd 12.71 0.02 .1656
66.04 38.19 NuSkinEnts NUS 2.6 19 55.90 1.80 .36 12.56 5.45 PetroleoBrasil PBR ... dd 8.96 1.28 ... 55.41 39.74 SmithAO AOS 1.0 28 53.81 +0.27 .14 39.70 23.53 Team TISI ... dd 24.55 1.15 ...
37.96 18.30 Revlon REV ... dd 19.25 0.65 ...
68.00 44.81 Nucor NUE 2.7 18 56.66 0.66 .3775 11.77 4.29 PetroleoBrasilA PBR/A ... dd 8.38 1.52 ... 35.38 26.97 Smith&Nephew SNN 2.1 21 34.73 +0.53 .37 37.09 24.00 TechnipFMC FTI ... ... 32.08 +1.16 ...
107.87 53.53 RexAmerRes REX ... 20 99.25 2.71 ...
55.64 43.41 NuSTAREnergy NS 9.4 39 46.66 +0.79 1.095 4.75 1.71 PetroQuestEner PQ ... dd 2.29 +0.13 ... 157.31 122.05 Smucker SJM 2.4 22 126.01 +1.26 .75 33.76 9.20 TeckRscsB g TECK .8 7 18.69 +0.25 .0741
26.40 19.26 RexfordIndlRealty REXR 2.2 69 26.24 +0.87 .145
31.50 22.30 NuSTAR GP NSH 8.3 20 26.25 +0.10 .545 37.39 29.83 Pfizer PFE 3.9 27 32.46 0.55 .32 29.44 17.59 Snap SNAP ... dd 20.00 +0.86 ... 11.77 5.45 Teekay TK 3.4 dd 6.46 0.98 .055
25.00 15.80 Rexnord RXN ... 36 23.13 +0.15 ...
28.72 19.20 PharMerica PMC ... 37 24.85 +0.50 ... 181.73 145.17 SnapOn SNA 1.7 18 165.71 4.29 .71 19.90 9.47 TeekayLNG un TGP 3.5 6 15.90 0.95 .14
66.35 43.38 ReynoldsAmer RAI 3.1 29 66.35 +0.81 .51
O 115.63
88.87
86.78
73.67
PhilipMorris
Phillips66
PM
PSX
3.6
3.6
25
24
114.74
78.25
+3.03
1.54
1.04
.70
29.36 17.81 RiceEnergy RICE ... dd 21.52 1.15 ...
37.24
12.47
20.92
11.00
SOQUIMICH
SolarisOilfield
SQM
SOI
1.1
...
29
...
35.81
11.85
+1.47
+0.30
.2009
...
6.69
3.84
3.30
1.90
TeekayOffshore
TeekayTankers
TOO
TNK
13.1
6.2
dd
5
3.37
1.93
0.22
0.05
.11
.03
26.42 17.09 RiceMidstream RMP 4.1 19 25.30 +0.26 .2608
58.00 42.47 Phillips66Ptrs PSXP 4.4 23 52.95 +0.62 .586 27.45 16.08 SonicAutomotive SAH 1.1 11 18.65 ... .05 27.99 19.65 TejonRanch TRC ... dd 20.27 1.02 ...
10.35 4.95 OCI Partners OCIP 9.8 dd 9.35 +0.40 .23 11.66 5.45 RichmontMines RIC ... 52 7.40 +0.15 ...
4.30 3.10 PhoenixNewMedia FENG ... 20 3.14 0.24 ... 55.58 45.67 SonocoProducts SON 3.1 18 50.34 0.35 .39 30.98 9.51 Teladoc TDOC ... dd 29.65 +0.20 ...
14.48 7.60 OFGBancorp OFG 2.5 9 9.65 0.95 .06 33.95 18.11 RingCentral RNG ... dd 33.80 +1.55 ...
22.03 17.12 PhysiciansRealty DOC 4.4 93 20.39 +0.60 .225 35.91 26.24 Sony SNE ... 69 35.66 +0.11 ... 25.97 17.04 TelecomArgentina TEO 1.9 18 24.34 0.23 .4504
37.41 29.57 OGE Energy OGE 3.5 20 34.22 +0.08 .3025 47.11 26.95 RioTinto RIO 6.1 17 41.38 +2.69 1.2562
23.08 18.61 PiedmontOfficeA PDM 3.9 cc 21.48 +0.36 .21 50.99 25.88 Sotheby's BID ... 33 50.01 +0.56 ... 10.20 6.95 TelecomItalia TI ... ... 9.96 +0.03 ...
16.01 12.10 OM AssetMgmt OMAM 2.5 15 14.34 0.69 .09 39.96 27.13 RitchieBros RBA 2.2 35 31.24 +0.28 .17
9.68 3.73 Pier 1 PIR 5.3 14 5.26 0.94 .07 38.40 27.51 SoJerseyInd SJI 3.1 31 34.78 0.59 .2725 8.29 5.61 TelecomItalia A TI/A 3.6 ... 8.08 +0.03 .2914
70.64 55.98 ONE Gas OGS 2.5 24 68.55 0.16 .42 8.77 3.32 RiteAid RAD ... ... 3.46 0.49 ...
61.65 41.53 PinnacleFoods PF 1.9 34 59.50 +1.56 .285 4.74 1.10 SouthcrossEner SXE ... dd 4.20 +0.30 ... 137.00 92.52 TeledyneTech TDY ... 25 127.86 3.01 ...
59.47 40.67 ONEOK OKE 4.8 31 51.43 +0.43 .615 11.88 6.05 RoadrunnerTrans RRTS ... 9 6.21 0.02 ...
86.63 70.81 PinnacleWest PNW 3.1 21 84.57 0.19 .655 54.64 46.20 Southern SO 4.7 19 49.88 +0.01 .58 211.22 136.53 Teleflex TFX .7 41 196.59 +3.13 .34
57.41 36.13 ONEOK Partners OKS 6.3 22 50.40 +0.46 .79 50.98 34.34 RobertHalf RHI 2.1 17 46.21 1.05 .24
7.20 2.64 PioneerEnerSvcs PES ... dd 2.90 +0.05 ... 39.50 24.90 SoCopper SCCO 1.4 29 34.58 0.02 .12 15.69 11.28 TelefonicaBras VIV ... 20 14.11 1.31 .3733
48.94 36.95 OaktreeCapital OAK 6.3 13 45.15 +0.15 .71 165.00 107.17 Rockwell ROK 1.9 26 157.36 +1.66 .76
199.83 146.08 PioneerNatRscs PXD .0 dd 176.62 +4.98 .04 59.68 35.42 SouthwestAirlines LUV .9 18 58.04 +0.82 .125 11.64 8.15 Telefonica TEF 3.9 22 11.15 +0.10 .2197
17.08 6.56 OasisPetrol OAS ... dd 11.97 +0.15 ... 107.57 78.54 RockwellCollins COL 1.3 18 102.65 0.66 .33
81.85 35.36 PiperJaffray PJC 2.2 dd 57.75 1.95 .3125 86.65 64.26 SouthwestGas SWX 2.6 25 77.44 2.13 .495 34.65 26.86 TelekmIndonesia TLK 2.1 19 34.25 +1.09 .1466
78.48 57.20 OccidentalPetrol OXY 5.0 dd 60.64 0.23 .76 29 47.42 37.03 RogersComm B g RCI 3.1 26 45.80 +0.06 .3601 dd
19.33 12.31 PitneyBowes PBI 5.0 14.99 0.69 .1875 15.59 6.81 SouthwesternEner SWN ... 7.11 0.55 ... 32.98 24.12 Telephone&Data TDS 2.3 42 27.20 +0.01 .155
35.83 22.47 OceaneeringIntl OII 2.2 dd 27.05 +1.43 .15 109.40 51.98 Rogers ROG ... 33 107.03 +0.25 ...
33.95 21.80 PlainsAllAmPipe PAA 7.9 30 27.83 +0.43 .55 26.43 17.11 Sparton SPA ... dd 17.57 1.05 ... 82.32 39.57 TempurSealy TPX ... 13 45.99 2.67 ...
4.78 2.15 Och-Ziff OZM 3.3 dd 2.43 ... .02 41.56 26.81 Rollins ROL 1.1 52 41.52 +0.91 .115
36.59 23.06 PlainsGP PAGP 7.8 dd 28.23 +0.49 .55 49.45 40.19 SpectraEnerPtrs SEP 6.4 16 43.70 +0.41 .7013 37.21 25.19 Tenaris TS 3.5 cc 32.44 +1.65 .56
6.15 1.29 OcwenFinancial OCN ... dd 2.58 0.13 ... 225.57 159.28 RoperTech ROP .6 34 221.57 +0.09 .35
25.10 16.82 PlanetFitness PLNT ... 47 20.68 0.23 2.78 146.09 111.40 SpectrumBrands SPB 1.3 25 130.05 +0.70 .42 31.84 14.06 TenetHealthcare THC ... dd 17.56 0.52 ...
9.19 1.01 OiNew OIBR/C ... ... 5.89 0.61 ... 12.40 6.80 RosettaStone RST ... dd 11.42 0.66 ...
58.27 40.81 Plantronics PLT 1.1 21 52.65 1.38 .15 22.29 16.62 SpeedwayMotor TRK 3.5 19 17.10 +0.09 .15 76.80 49.97 Tennant TNC 1.2 33 70.80 1.80 .21
41.75 27.07 OilStatesIntl OIS ... dd 30.65 +1.20 ... 21.68 12.00 Rowan RDC ... 8 13.76 +0.57 ...
41.25 30.04 OilDriAmerica ODC 2.6 24 34.10 3.76 .22
14.37 6.85 PlatformSpecialty PAH ... dd 13.43 +0.02 ...
76.01 57.01 RoyalBkCanada g RY 3.9 10 68.81 +1.36 .6638
71.21 59.54 Spire SR 3.0 21 69.40 0.50 .525 70.96 44.55 Tenneco TEN 1.8 8 55.22 2.80 .25
20.00 12.85 PlyGem PGEM ... 12 17.05 0.15 ... 62.90 41.27 SpiritAeroSys SPR .7 15 53.38 0.73 .10 33.32 24.27 Teradata TDC ... 22 28.56 0.31 ...
21.19 16.51 OldRepublic ORI 3.9 12 19.64 +0.10 .19 99.00 70.14 PolarisIndustries PII 2.7 35 87.47 2.07 .58 7.60 3.91 RoyalBkScotland RBS ... dd 6.90 +0.18 ... 13.97 6.64 SpiritRealtyCap SRC 9.9 cc 7.26 0.14 .18
33.88 18.24 Olin OLN 2.6 cc 31.20 0.16 .20 110.60 64.95 RoyalCaribbean RCL 1.8 16 106.15 1.42 .48 36.59 18.07 Teradyne TER .8 dd 34.85 0.38 .07
40.88 28.77 PolyOne POL 1.4 18 37.64 0.70 .135 30.35 22.50 SpragueRscs SRLP 8.8 14 26.80 +0.70 .5925 36.43 18.91 Terex TEX 1.0 dd 32.72 +0.16 .08
38.09 28.11 OmegaHealthcare OHI 7.5 16 33.51 +0.20 .63 20 56.39 46.57 RoyalDutchA RDS/A 6.8 31 55.49 +0.18 .94 dd
46.87 39.82 PortlandGenElec POR 3.0 45.22 0.09 .34 9.65 3.46 Sprint S ... 8.07 +0.12 ... 122.00 80.62 TerraNitrogen TNH 4.6 10 84.94 3.14 .97
26.99 17.47 OmegaProtein OME 1.1 13 18.15 0.85 .05 cc 59.56 48.18 RoyalDutchB RDS/B 6.6 32 57.24 0.02 .94 dd
89.04 68.76 PostHoldings POST ... 81.71 +0.94 ... 20.69 8.42 Square SQ ... 19.91 0.17 ... 32.56 23.19 TerrenoRealty TRNO 2.5 cc 31.91 +0.19 .20
89.66 75.61 Omnicom OMC 2.6 17 83.36 +0.24 .55 26 15.44 4.85 RubiconProject RUBI ... dd 5.05 0.69 ... cc
20.27 15.21 Potash POT 2.4 16.61 +0.30 .10 21.90 16.30 St.Joe JOE ... 17.55 0.05 ... 93.06 69.49 Tesoro TSO 2.6 14 83.31 +2.45 .55
10.42 5.90 OmnovaSol OMN ... 92 8.75 0.20 ... 4.22 1.69 RubyTuesday RT ... dd 2.21 0.32 ...
131.74 106.31 Praxair PX 2.4 24 129.23 0.49 .7875 6.56 1.80 StageStores SSI 8.8 dd 2.26 0.11 .05 60.14 43.00 TesoroLogistics TLLP 7.0 31 53.71 +1.14 .94
53.80 32.05 OnAssignment ASGN ... 27 51.94 +0.90 ... dd 25.45 13.55 RudolphTech RTEC ... 26 24.35 +0.05 ... 18
6.25 3.51 PrecisionDrilling g PDS ... 3.91 +0.23 ... 55.37 36.51 StandardMotor SMP 1.6 48.67 1.06 .19 6.77 3.00 TetraTech TTI ... dd 3.45 +0.14 ...
6.46 3.29 OnDeckCapital ONDK ... dd 3.39 0.36 ... 85.42 56.98 RyderSystem R 2.8 14 63.51 1.83 .44
25.89 21.96 OneLiberty OLP 7.6 17 22.63 0.33 .43
15.96 12.02 PrefApartment APTS 6.2 dd 15.14 +0.16 .235
19.71 8.10 RyersonHolding RYI ... 16 9.30 +0.35 ...
101.24 74.35 StandexInt SXI .7 26 89.20 +2.25 .16 56.44 29.46 TevaPharm TEVA 4.6 cc 29.88 2.01 .34
59.63 44.64 PrestigeBrands PBH ... 38 49.39 2.83 ... 140.06 103.86 StanleyBlackDck SWK 1.7 17 136.55 0.44 .58 336.83 155.25 TexasPacLand TPL .1 51 287.40 8.18 1.00
18.48 12.66 OneBeaconIns OB 4.6 19 18.26 ... .21 dd 67.97 47.16 RymanHospitality RHP 5.0 20 63.53 +1.89 .80 ...
12.53 6.82 PretiumResources PVG ... 9.09 0.29 ... ... ... StanleyBlackDeckUn SWP ... 104.00 ... ... 17.60 6.90 Textainer TGH 1.2 dd 10.30 1.10 .03
32.28 16.03 OneMain OMF ... 28 22.80 0.39 ... 86.45 49.69 Primerica PRI 1.0 16 76.55 ... .19 28.05 21.50 Stantec g STN 1.6 60 22.90 0.40 .0913 50.93 34.00 Textron TXT .2 14 46.49 1.59 .02
12.30
19.65
6.53
13.65
Ooma
Oppenheimer A
OOMA
OPY
...
2.8
dd
dd
12.05
15.70
+0.10
0.80
...
.11
2.63 0.44 PrimeroMining PPP ... dd .47 0.05 ... S 11.39 8.26 StarGas SGU 4.4 21 9.90 +0.17 .11 173.53 139.07 ThermoFisherSci TMO .3 31 171.53 +0.01 .15
65.67 38.03 PrincipalFin PFG 3.0 14 60.83 2.17 .46 12.89 8.77 Starrett A SCX 4.2 dd 9.60 0.20 .10 21.87 16.50 Thermon THR ... 45 20.44 +0.17 ...
46.99 37.62 Oracle ORCL 1.7 21 44.31 0.77 .19 63.53 49.45 ProAssurance PRA 2.1 18 58.30 0.05 .31 105.44 71.39 SAP SAP 1.3 32 105.08 +1.71 1.3721 10.88 4.12 Startek SRT ... 87 10.49 +0.01 ...
69 13.03 11.00 ThirdPointReins TPRE ... 7 12.25 +0.25 ...
17.78 13.98 Orange ORAN 4.9 17.09 +0.40 .4227 92.00 79.79 Procter&Gamble PG 3.2 25 86.24 +0.05 .6896 139.45 99.15 S&P Global SPGI 1.2 16 138.14 +1.44 .41 23.46 19.81 StarwoodProp STWD 8.9 12 21.61 0.01 .48
20 46.00 38.23 ThomsonReuters TRI 3.2 22 43.26 0.74 .345
102.72 67.04 OrbitalATK OA 1.3 97.25 +0.35 .32 41.74 30.54 Progressive PGR 1.7 20 41.10 +1.12 .6808 76.32 45.49 Seacor CKH ... dd 65.15 +0.57 ... 85.38 50.60 StateStreet STT 1.9 15 80.81 1.76 .38
21 115.74 60.05 ThorIndustries THO 1.4 16 93.29 0.70 .33
12.60 9.23 OrchidIslandCap ORC 16.3 10.30 0.09 .14 55.93 45.93 Prologis PLD 3.2 25 55.24 +0.89 .44 64.80 42.64 SINOPECShanghai SHI 6.3 6 57.76 +0.82 3.6279 19.27 14.98 Statoil STO 4.8 dd 18.23 +0.66 .2201 23.70 11.59 3D Systems DDD ... dd 21.72 0.07 ...
22.20 14.44 OrionEngCarbons OEC 3.8 21 18.25 +0.10 .1755 15.30 11.68 ProPetro PUMP ... ... 13.73 +1.16 ... 56.93 32.40 SJW Group SJW 1.8 18 47.22 1.12 .2175 19.95 13.70 SteelPartners SPLP ... cc 18.25 +0.15 .15 199.90 163.85 3M MMM 2.4 24 195.80 0.77 1.175
11.11 4.57 OrionGroup ORN ... dd 7.22 0.87 ... 77.87 44.87 ProsperityBcshs PB 2.1 16 64.29 0.71 .34 26.07 19.31 SK Telecom SKM ... 11 24.29 +0.93 ... 18.14 12.67 Steelcase SCS 3.1 16 16.45 0.15 .1275 6.36 0.66 Tidewater TDW ... dd .75 0.13 ...
82.58 61.38 Orix IX ... 8 78.02 +1.24 ... 68.20 43.10 ProtoLabs PRLB ... 38 63.75 +0.45 ... 120.63 93.90 SLGreenRealty SLG 3.0 46 102.25 0.45 .775 89.90 55.87 Stepan SCL 1.0 22 83.10 0.41 .205 18.80 14.06 TierReit TIER 4.4 dd 16.44 +0.08 .18
61.49 41.12 OrmatTech ORA .6 29 56.93 0.11 .08 28.92 18.59 ProvidentFinSvcs PFS 3.2 17 23.74 0.82 .19 43.09 19.32 SM Energy SM .5 dd 21.44 +0.15 .05 77.50 63.26 Steris STE 1.5 59 75.58 +0.58 .28 97.29 56.99 Tiffany TIF 1.9 26 92.92 +0.42 .45
75.00 44.01 Oshkosh OSK 1.3 23 64.44 0.97 .21 114.55 66.51 PrudentialFin PRU 2.9 11 103.99 2.22 .75 28.93 14.00 SPX SPXC ... dd 26.35 1.38 ... 25.85 14.55 SterlingBancorp STL 1.3 18 21.75 0.80 .07 15.29 5.49 Tilly's TLYS ... 22 8.56 1.25 .70
14.74 8.88 OsiskoGoldRoyal g OR 1.1 25 11.12 +0.29 .0292 46.06 29.14 Prudential PUK 3.2 23 45.88 +0.44 .7436 39.16 22.34 SPX FLOW FLOW ... dd 38.22 +0.09 ... 48.60 35.96 StewartInfo STC 2.7 18 43.88 0.54 .30 20.40 11.65 TimeInc. TIME 1.4 dd 11.85 0.90 .04
27.89 20.72 OutfrontMedia OUT 6.3 33 22.98 0.08 .36 46.81 39.28 PublicServiceEnt PEG 3.9 42 44.02 +1.25 .43 26.87 20.36 STAG Indl STAG 5.3 cc 26.39 +0.50 .1175 56.62 28.49 StifelFinancial SF ... 31 45.01 1.56 ... 100.60 68.97 TimeWarner TWX 1.6 19 97.63 1.08 .4025
5.66 2.69 OverseasShip OSG ... dd 3.31 0.03 ... 262.74 200.65 PublicStorage PSA 3.7 30 214.48 +5.84 2.00 31.44 19.65 StoreCapital STOR 5.7 27 20.43 +0.15 .29 17.16 5.26 STMicroelec STM 1.5 64 16.37 0.26 .06 51.75 28.72 Timken TKR 2.4 28 45.95 2.10 .27
38.47 30.43 Owens&Minor OMI 3.2 19 32.18 0.07 .2575 24.43 17.69 PulteGroup PHM 1.6 13 23.13 +0.38 .09 40.99 32.22 SabineRoyalty SBR 5.3 18 37.85 +0.25 .168 144.70 16.17 StoneEnergy SGY ... dd 21.83 +0.49 ... 23.00 8.36 TimkenSteel TMST ... dd 13.76 +0.26 ...
63.85 46.45 OwensCorning OC 1.3 16 61.50 +0.63 .20 15.20 9.12 PureStorage PSTG ... dd 9.94 1.44 ... 2.60 0.94 SafeBulkers SB ... dd 2.13 0.05 ... 8.03 3.16 StonegateMtg SGM ... 7 7.97 ... ... dd
14.23 5.76 TItanIntl TWI .2 10.44 +0.11 .005
22.61 16.18 Owens-Illinois OI ... 19 21.73 0.26 ... 11.85 7.06 PzenaInvtMgmt PZN 1.4 14 8.52 0.62 .03 14.38 10.60 SafeguardSci SFE ... dd 10.95 0.75 ... 26.90 7.65 StoneMorPtrs STON 14.5 dd 9.13 +0.11 .33 17
38.00 25.29 Toll Bros TOL .8 37.84 +0.83 .08
76.19 49.50 OxfordIndustries OXM 2.0 17 54.48 2.30 .27 21.12 10.64 QEP Resources QEP ... dd 11.30 0.01 ... 91.00 66.43 Salesforce.com CRM ... cc 87.40 1.64 ... 20.82 13.42 Stoneridge SRI ... 6 16.29 1.08 ... 33
40.44 33.19 TootsieRoll TR 1.0 34.90 1.30 .09
59.41 43.01 QTS Realty QTS 3.1 cc 50.80 +1.72 .39 30.73 18.14 SallyBeauty SBH ... 11 18.32 1.76 ... 136.83 106.48 Stryker SYK 1.2 31 136.81 +1.99 .425 54.43 28.81 TopBuild BLD ... 33 51.64 0.23 ...
PQ 39.70 22.15 Q2Holdings QTWO ... dd 39.15 +0.90 ... 8.00 5.19 SanJuanBasin SJT 8.1 18 7.64 +0.03 .0516 70.30 47.15 SturmRuger RGR 3.0 14 63.70 +0.70 .48 79.53 57.49 Torchmark TMK .8 16 74.37 0.87 .15
29.50 17.57 QuadGraphics QUAD 5.3 18 22.70 1.43 .30 14.39 5.64 SanchezEnergy SN ... dd 6.84 0.08 ... 37.10 23.26 SuburbanPropane SPH 15.2 53 23.39 1.16 .8875 67.09 41.49 Toro TTC 1.1 31 66.58 +0.75 .175
30.98 19.47 PBF Energy PBF 5.5 12 21.80 0.38 .30 153.90 82.41 QuakerChemical KWR 1.0 33 137.21 3.21 .355 26.85 15.75 SandRidgeEnergy SD ... dd 20.37 +0.43 ... 8.30 5.43 SumitomoMits SMFG ... 8 7.35 0.05 ... 54.44 41.36 TorontoDomBk g TD 3.9 10 46.64 +0.62 .4583
23.49 17.45 PBF Logistics PBFX 9.1 9 20.20 +0.20 .46 24.05 11.57 QualityCareProp QCP ... 93 17.51 0.03 ... 2.76 1.20 SandRidgeMS SDT 18.6 5 1.50 ... .0697 17.45 11.41 SummitHotelProp INN 4.0 22 17.15 +0.93 .17 54.34 44.06 Total TOT 4.8 18 54.30 +2.08 .6489
68.29 57.24 PG&E PCG 3.0 18 65.54 0.79 .49 21.90 15.41 QuanexBldg NX .8 cc 19.70 0.45 .04 1.94 1.31 SandRidgeMS II SDR 19.7 ... 1.40 0.08 .069 28.71 17.27 SummitMaterials SUM ... cc 27.02 +0.13 ... 58.97 46.22 TotalSystem TSS .7 32 58.50 +0.74 .10
12.49 9.46 PGT Innovations PGTI ... 23 11.70 0.05 ... 38.82 21.60 QuantaServices PWR ... 22 31.44 1.05 ... 4.00 2.28 SandRidgePermian PER 17.6 6 2.95 0.15 .13 26.50 19.95 SummitMidstream SMLP 9.6 dd 23.85 +0.85 .575 30.50 18.75 TowerIntl TOWR 1.8 10 23.80 0.75 .11
16.80 11.76 PHH PHH ... dd 13.62 +0.47 ... 9.20 2.88 Quantum QTM ... 76 7.92 0.56 ... 50.24 36.81 Sanofi SNY 3.2 25 49.31 +0.10 1.5771 86.67 67.95 SunCommunities SUI 3.2 cc 84.90 +0.68 .67 13.01 7.30 TownsquareMedia TSQ ... 14 9.92 0.88 ...
41.42 21.99 PJT Partners PJT .5 dd 38.64 1.63 .05 108.21 75.20 QuestDiag DGX 1.7 21 105.89 0.58 .45 15.47 9.49 SantanderConUSA SC ... 6 11.88 0.39 ... 40.57 30.38 SunLifeFinancial g SLF 3.8 8 33.19 0.49 .3164 123.18 98.39 ToyotaMotor TM ... 10 107.56 +1.10 ...
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.
54.96 41.38 AnikaTherap ANIK ... 23 47.03 +1.04 ... 3.54 2.15 Atlanticus ATLC ... dd 2.44 0.03 ...
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 32.00 1.56 AntheraPharm ANTH ... dd 1.63 0.50 ... 60.10 34.22 AtlasAir AAWW ... 99 47.55 2.00 ...
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. 61.00 39.88 ApogeeEnt APOG 1.1 17 51.48 1.92 .14 18.40 12.15 AtlasFinancial AFH ... 95 14.65 +0.30 ...
138.39 90.35 AdobeSystems ADBE ... 52 136.43 0.41 ... 80.11 31.38 AlnylamPharm ALNY ... dd 71.67 +14.90 ... 22.50 4.96 ApolloEnd APEN ... ... 6.30 +0.04 ... 37.42 21.55 Atlassian TEAM ... dd 35.25 1.59 ...
A 23.75 17.06 Adtran ADTN 1.8 25 19.55 0.55 .09 23.93 12.47 Alpha&OmegaSem AOSL ... 39 18.42 0.30 ... 6.82 5.03 ApolloInv AINV 9.6 78 6.26 0.19 .15 23.95 13.45 AtriCure ATRC ... dd 21.50 0.29 ...
16.43 8.75 AduroBiotech ADRO ... dd 9.95 +0.05 ... 965.90 672.66 Alphabet A GOOGL ... 32 954.65 0.49 ... 29.15 12.92 AppFolio APPF ... dd 27.85 0.25 ... 545.25 385.00 Atrion ATRI .8 32 535.50 4.50 1.05
37.75 25.33 AAON AAON .7 38 36.65 +0.35 .13 40.92 23.50 AdvAcceltrApp AAAP ... dd 36.56 +0.53 ... 943.11 663.28 Alphabet C GOOG ... 32 934.01 +1.79 ... 156.65 91.50 Apple AAPL 1.6 18 153.06 3.04 .63 4.45 2.10 aTyrPharma LIFE ... dd 3.40 +0.15 ...
42.49 20.68 ACADIA Pharm ACAD ... dd 27.85 1.16 ... 12.25 6.21 AdvEmissions ADES ... 2 9.49 0.03 ... 9.65 1.93 Alphatec ATEC ... dd 2.07 0.05 ... 17.41 5.00 AppliedGenetic AGTC ... 13 5.25 0.55 ... 36.50 27.14 AuburnNatlBncp AUBN 2.7 16 34.10 0.12 .23
23.97 15.11 ACI Worldwide ACIW ... 70 22.50 0.52 ... 79.49 34.03 AdvEnergyInds AEIS ... 21 76.18 1.41 ... 35.00 3.82 Altimmune ALT ... 0 4.43 1.14 ... 45.74 21.70 AppliedMaterials AMAT .9 18 44.08 +0.64 .10 20.74 13.06 AudentesTherap BOLD ... dd 17.43 +2.43 ...
19.97 8.57 AC Immune ACIU ... dd 8.88 0.22 ... 54.50 24.85 AdvisoryBoard ABCO ... 20 51.20 0.25 ... 46.99 16.17 AltisourcePortf ASPS ... 24 20.04 0.11 ... 67.01 8.84 AppliedOptoelec AAOI ... 23 63.54 1.91 ... 7.26 3.68 AudioCodes AUDC ... 12 6.35 0.11 ...
21.42 17.30 AGNC Invt AGNC 10.7 5 20.15 +0.15 .18 26.68 17.18 Aegion AEGN ... 17 19.47 +0.07 ... 46.90 25.77 AltraIndlMotion AIMC 1.6 43 42.45 +0.75 .17 4.35 1.35 ApproachRscs AREX ... dd 2.94 +0.03 ... 10.54 1.74 AuriniaPharm AUPH ... dd 7.17 0.51 ...
5.50 3.16 ALJ Regional ALJJ ... 11 3.40 +0.15 ... 10.34 3.66 AegleaBioTherap AGLE ... dd 6.48 +0.18 ... 3.65 1.68 Amarin AMRN ... dd 2.96 0.06 ... 24.60 10.77 Apptio APTI ... dd 15.13 +1.09 ... 5.45 0.62 AurisMedical EARS ... dd .66 0.05 ...
36.83 17.90 AMAG Pharm AMAG ... dd 18.90 0.55 ... 2.74 1.01 Aemetis AMTX ... dd 1.25 0.09 ... 20.35 12.85 Amaya AYA ... 26 19.00 0.35 ... 8.29 1.69 AptevoTherap APVO ... dd 2.08 +0.01 ... 112.18 49.82 Autodesk ADSK ... dd 109.91 +14.52 ...
67.61 46.17 AMC Networks AMCX ... 13 53.22 0.22 ... 51.85 14.50 AeriePharm AERI ... dd 41.05 +2.00 ... 970.06 682.12 Amazon.com AMZN ... cc 959.84 1.51 ... 19.97 6.01 AquinoxPharm AQXP ... dd 14.92 +0.31 ... 105.68 85.20 ADP ADP 2.3 25 98.62 +1.45 .57
69.40 51.20 Amerisafe AMSF 1.5 15 51.95 0.10 .20 32.44 22.16 AeroVironment AVAV ... dd 30.85 +0.45 ... 27.25 14.76 AmbacFin AMBC ... dd 16.49 0.69 ... 6.80 1.14 AralezPharm ARLZ ... dd 1.49 0.07 ... 15.45 8.75 AvadelPharm AVDL ... dd 9.82 0.38 ...
21.66 14.02 A-MarkPrecMetals AMRK 1.9 18 17.00 +1.60 .08 6.89 1.26 AeviGenomic GNMX ... dd 1.30 0.10 ... 15.50 6.49 AmbacFinWt AMBCW ... ... 7.50 0.70 ... 10.73 4.97 AratanaTherap PETX ... dd 6.00 0.41 ... 4.86 2.50 AvalancheBiotech ADVM ... dd 2.73 0.33 ...
70.92 43.71 ANI Pham ANIP ... cc 47.68 1.48 ... 3.82 1.65 Affimed AFMD ... dd 2.50 +0.30 ... 74.95 37.64 Ambarella AMBA ... 38 63.03 +3.11 ... 4.49 2.35 ArbutusBiopharma ABUS ... dd 3.80 +0.45 ... 85.98 31.55 AveXis AVXS ... dd 67.92 8.66 ...
123.07 82.28 Ansys ANSS ... 40 122.20 +2.30 ... 8.65 1.82 AgileTherap AGRX ... dd 3.37 0.14 ... 64.32 54.12 Amdocs DOX 1.4 23 63.97 +0.72 .22 2.75 0.65 ArcadiaBiosci RKDA ... dd .74 0.08 ... 24.14 5.71 AviatNetworks AVNW ... dd 18.91 1.24 ...
27.02 20.00 ARKRestaurants ARKR 4.0 16 25.13 0.64 .25 12.15 8.17 Agilysys AGYS ... dd 9.51 0.33 ... 61.39 34.58 Amedisys AMED ... 43 58.88 0.76 ... 33.95 14.85 ArcBest ARCB 1.8 28 18.00 +0.30 .08 9.78 3.99 AvidTechnology AVID ... 8 5.25 0.30 ...
31.52 20.05 ARRIS Intl ARRS ... 29 26.97 1.05 ... 67.74 35.84 AgiosPharm AGIO ... dd 49.16 4.00 ... 399.16 307.80 Amerco UHAL ... 17 378.74 +16.60 1.00 99.11 67.50 ArchCapital ACGL ... 16 94.78 0.41 ... 12.50 0.36 Avinger AVGR ... dd .39 0.01 ...
42.00 24.31 ASBBancorp ASBB ... 89 41.15 +0.05 ... 7.33 1.96 AgroFresh AGFS ... dd 6.99 +0.02 ... 6.11 5.10 AmerFirstMultifam ATAX 8.5 15 5.90 +0.05 .125 18.55 11.64 ArchrockPtrs APLP 7.1 dd 16.02 0.04 .285 2.00 0.47 AviragenTherap AVIR ... dd .51 +0.01 ...
137.27 91.15 ASML ASML 1.0 ... 134.85 0.59 1.3072 1.01 0.05 AgroFresh Wt AGFSW ... ... .96 +0.27 ... 50.64 24.85 AmericanAirlines AAL .9 11 45.22 0.61 .10 16.30 6.05 Ardelyx ARDX ... dd 6.08 1.38 ... 41.53 21.37 AvisBudget CAR ... 21 22.38 2.65 ...
5.70 2.96 ATA ATAI ... 21 3.57 +0.01 ... 27.31 9.77 AimmuneTherap AIMT ... dd 18.88 0.38 ... 42.50 24.36 AmNtlBcsh AMNB 2.7 19 35.60 0.75 .24 2.16 1.13 ArenaPharm ARNA ... dd 1.33 +0.13 ... 6.70 3.46 Aware AWRE ... 28 4.75 +0.05 ...
87.82 60.99 ATN Intl ATNI 2.1 78 63.39 0.71 .34 23.85 12.36 AirTransportSvcs ATSG ... 72 22.90 +0.06 ... 131.99 107.44 AmericanNatlIns ANAT 2.9 16 113.36 2.34 .82 17.87 13.85 AresCapital ARCC 9.2 12 16.48 +0.15 .38 22.85 9.28 AxcelisTechs ACLS ... 37 21.40 +0.30 ...
1.15 0.50 AVEO Pharma AVEO ... dd .73 +0.15 ... 4.40 2.03 AirMedia AMCN ... ... 2.14 0.06 ... 31.19 17.50 AmerOutdoor AOBC ... 10 22.88 +0.09 ... 25.00 17.33 arGEN-X ARGX ... ... 21.85 1.15 ... 30.15 21.03 AxonEnterprise AAXN ... 70 24.60 1.39 ...
19.13 10.95 AVHomes AVHI ... 3 16.30 0.45 ... 71.64 46.90 AkamaiTech AKAM ... 26 47.38 2.05 ... 30.79 14.75 AmericanPubEdu APEI ... 20 22.90 2.05 ... 69.03 49.10 ArgoGroup AGII 1.7 12 61.85 1.95 .27 10.85 3.53 AxsomeTherap AXSM ... dd 4.10 0.05 ...
8.65 2.95 AXT AXTI ... 39 6.95 0.25 ... 15.88 7.00 AkebiaTherap AKBA ... dd 14.25 +1.56 ... 51.10 35.43 AmRailcarInd ARII 4.4 12 36.51 0.92 .40 9.22 0.31 ArgosTherap ARGS ... dd .43 ... ...
B
55.95 42.67 Abaxis ABAX 1.2 33 47.18 0.18 .14 35.40 17.61 Akorn AKRX ... 23 33.21 +0.06 ... 15.99 10.01 AmRvrBksh AMRB 1.5 15 13.67 0.63 .05 5.00 2.25 Arotech ARTX ... dd 3.10 0.10 ...
134.91 94.81 Abiomed ABMD ... cc 134.43 +3.01 ... 34.43 20.44 Alarm.com ALRM ... cc 31.85 0.48 ... 11.94 9.11 AmerSoftware AMSWA 4.2 39 10.44 0.31 .11 2.17 0.92 ArQule ARQL ... dd 1.26 +0.25 ...
128.73 28.41 AcaciaComms ACIA ... 12 44.18 3.53 ... 2.61 1.49 AlaskaCommSys ALSK ... 55 2.18 0.06 ... 11.05 3.88 AmerSupercond AMSC ... dd 4.14 +0.08 ... 13.40 2.97 ArrayBioPharma ARRY ... dd 8.24 0.08 ...
7.68 4.10 AcaciaResearch ACTG ... dd 4.50 0.25 ... 19.35 12.51 AlbanyMolecular AMRI ... dd 17.31 +0.03 ... 94.75 60.80 AmericanWoodmark AMWD ... 22 88.30 2.00 ... 41.70 27.35 ArrowFinancial AROW 3.1 16 32.15 0.75 .25 17.05 10.10 BCB Bancorp BCBP 3.6 22 15.75 0.20 .14
63.67 32.54 AcadiaHealthcare ACHC ... cc 43.56 1.10 ... 14.73 11.17 AlcentraCapital ABDC 10.1 34 13.45 0.86 .34 47.75 19.49 AmerCarMart CRMT ... 16 35.00 1.30 ... 8.22 1.20 ArrowheadPharm ARWR ... dd 1.64 0.06 ... 27.96 17.99 BCommunications BCOM 63.4 dd 19.39 0.61 3.0745
41.69 23.07 AcceleronPharma XLRN ... dd 25.56 4.45 ... 5.75 0.83 Alcobra ADHD ... dd 1.15 0.02 ... 49.50 27.92 AmerisBancorp ABCB .9 19 43.95 0.70 .10 40.40 26.28 ArtesianRscs A ARTNA 2.6 25 36.07 0.36 .2317 11.85 8.18 BGC Partners BGCP 6.4 29 11.28 0.14 .18
33.18 18.55 AccessNational ANCX 2.2 22 27.73 0.27 .15 36.48 17.50 AlderBioPharm ALDR ... dd 17.65 0.55 ... 4.13 2.99 AmeriServFin ASRV 1.5 15 4.00 0.05 .015 9.12 1.65 AscenaRetail ASNA ... 52 2.06 ... ... 47.55 32.24 BJsRestaurants BJRI ... 26 46.75 +2.20 ...
6.39 3.95 Accuray ARAY ... dd 4.00 0.10 ... 157.02 109.12 AlexionPharm ALXN ... 54 113.84 6.24 ... 184.21 133.64 Amgen AMGN 2.9 15 156.51 3.71 1.15 31.86 11.92 AscendisPharma ASND ... dd 27.50 0.65 ... 23.90 15.45 BMC Stock BMCH ... 33 20.50 +0.10 ...
4.08 2.25 AcelRxPharm ACRX ... dd 2.65 +0.15 ... 33.20 25.01 Alico ALCO .8 48 30.65 1.75 .06 9.61 4.41 AmicusTherap FOLD ... dd 7.77 +0.42 ... 26.16 11.55 AscentCapital A ASCMA ... dd 12.56 0.49 ... 88.78 56.08 BOK Fin BOKF 2.1 19 82.13 +0.39 .44
25.98 13.50 Aceto ACET 1.8 28 14.30 +0.20 .065 145.24 76.14 AlignTech ALGN ... 51 138.43 0.24 ... 12.48 5.33 AmkorTech AMKR ... 17 10.96 0.71 ... 3.10 2.01 AsiaPacificWire APWC ... 14 2.70 0.15 ... 21.30 8.59 B RileyFin RILY 2.3 8 13.80 0.65 .08
27.79 2.69 Achaogen AKAO ... dd 24.71 +0.69 ... 2.40 1.01 AlimeraSciences ALIM ... dd 1.50 +0.03 ... 21.75 12.05 AmphastarPharm AMPH ... 81 15.45 0.77 ... 64.34 36.73 AspenTech AZPN ... 32 58.31 0.06 ... 197.80 155.28 Baidu BIDU ... 40 188.76 +1.93 ...
10.06 3.15 AchillionPharm ACHN ... dd 4.27 +0.40 ... 62.50 39.36 Alkermes ALKS ... dd 57.91 0.50 ... 8.75 3.99 AmtechSystems ASYS ... dd 8.03 +0.28 ... 11.97 6.25 AstaFunding ASFI ... 16 7.00 0.25 ... 89.50 57.05 Balchem BCPC .5 42 79.04 0.73 .38
33.25 17.10 AclarisTherap ACRS ... dd 24.85 1.86 ... 40.00 22.04 AllegianceBcshs ABTX ... 22 38.15 0.80 ... 28.48 11.91 AmTrustFinSvcs AFSI 5.6 6 12.13 0.99 .17 73.37 50.86 AstecIndustries ASTE .7 25 57.16 +0.29 .10 26.95 22.50 Baldwin&Lyons A BWINA 4.6 16 23.23 1.19 .27
33.00 14.90 AcordaTherap ACOR ... dd 15.25 0.45 ... 182.25 121.70 AllegiantTravel ALGT 2.0 13 142.65 1.35 .70 1.21 0.24 Amyris AMRS ... dd .29 0.04 ... 41.03 26.68 Astronics ATRO ... 18 29.95 0.43 ... 27.70 22.60 Baldwin&Lyons B BWINB 4.5 17 23.90 0.40 .27
57.30 35.12 ActivisionBliz ATVI .5 cc 55.88 0.13 .30 13.30 5.73 AllianceHealth AIQ ... cc 13.20 +0.05 ... 84.24 52.17 AnalogDevices ADI 2.2 28 81.24 +2.61 .45 16.41 12.50 AstroNova ALOT 2.0 29 14.10 0.90 .07 3.48 1.23 BallardPower BLDP ... dd 2.78 ... ...
15.28 8.56 Actua ACTA ... dd 13.95 ... ... 32.70 16.00 AllianceHldgsGP AHGP 7.6 8 28.94 +0.22 .55 95.85 69.65 Analogic ALOG .6 38 71.55 2.10 .10 25.73 12.45 AtaraBiotherap ATRA ... dd 15.15 0.10 ... 103.65 56.30 BancFirst BANF 1.6 19 92.35 2.50 .38
30.40 19.13 Acxiom ACXM ... cc 25.77 2.27 ... 26.65 13.95 AllianceResource ARLP 7.8 5 22.30 0.55 .4375 29.96 15.17 AnaptysBio ANAB ... dd 26.90 +0.61 ... 142.40 90.11 AthenaHealth ATHN ... cc 130.41 +21.28 ... 10.20 7.31 BankMutual BKMU 2.5 25 8.95 0.50 .055
19.50 12.10 AdamasPharm ADMS ... dd 14.98 1.06 ... 26.16 15.54 AlliedMotionTech AMOT .4 26 24.62 1.08 .025 27.50 22.61 AnchorBancorp ANCB ... 30 25.05 +0.15 ... 4.65 3.06 AtlanticAmerican AAME .5 72 3.75 +0.20 .02 11.50 6.05 BankofCommerce BOCH 1.1 17 11.10 0.10 .03
11.59 3.76 AdaptimmuneTher ADAP ... dd 5.39 +0.26 ... 5.67 4.50 AllotComms ALLT ... dd 4.90 +0.02 ... 44.90 31.87 Andersons ANDE 1.9 42 34.20 +1.05 .16 20.20 13.26 AtlCapitalBcshs ACBI ... 35 19.05 +0.65 ... 56.86 33.51 BankofOzarks OZRK 1.5 17 47.03 0.11 .175
40.75 16.55 AddusHomeCare ADUS ... 27 37.95 1.60 ... 15.17 9.80 AllscriptsHlthcr MDRX ... dd 11.90 0.42 ... 11.96 5.22 Angie'sList ANGI ... dd 11.24 0.39 ... 8.35 5.53 AtlanticCoastFin ACFC ... 19 7.84 +0.03 ... 15.25 11.38 BankFinancial BFIN 1.9 37 14.52 0.33 .07
2.31 1.60 ADDvantage AEY ... 55 1.72 0.05 ... 57.90 35.21 AlmostFamily AFAM ... 35 56.15 0.55 ... 18.18 11.66 AngioDynamics ANGO ... dd 15.50 0.17 ... 22.87 16.18 AtlanticaYield ABY 5.0 cc 19.86 0.03 .25 38.50 20.50 BankwellFin BWFG .8 20 33.83 2.97 .07

6.25 3.75 Transalta g TAC 2.2 29 5.45 +0.35 .03 78.00 51.96 US PhysTherapy USPH 1.3 32 62.30 1.05 .20 66.24 50.52 Vantiv VNTV ... 49 61.40 0.79 ... 34.61 27.65 WashingtonREIT WRE 3.7 19 32.42 +1.43 .30 99.48 65.79 Workday WDAY ... dd 97.82 +6.93 ...
49.77 40.22 TransCanada g TRP 3.9 70 46.39 0.04 .4568 61.49 25.64 US Silica SLCA .6 dd 40.42 +1.31 .0625 96.94 68.75 VarianMed VAR ... 31 95.05 1.24 ... 93.81 65.44 WasteConnections WCN .8 55 91.90 +0.79 .18 19.04 11.95 Workiva WK ... dd 17.30 0.40 ...
22.00 9.10 TrancntlRlty TCI ... dd 18.25 1.70 ... 24.78 18.38 UltraparPart UGP 2.5 26 22.39 1.86 .2743 23.24 19.79 VectorGroup VGR 7.6 55 20.95 0.30 .40 74.58 60.42 WasteMgt WM 2.4 26 70.50 1.46 .425 49.38 34.79 WorldFuelSvcs INT .6 25 37.26 0.25 .06
294.38 203.72 TransDigm TDG ... 30 255.56 +12.26 24.00 44.68 18.35 UnderArmour A UAA ... 48 19.10 1.48 ... 60.47 46.52 Vectren VVC 2.8 23 59.73 +0.11 .42 176.98 131.35 Waters WAT ... 27 175.50 +3.09 ... 17.90 14.25 WorldPointTerm WPT 7.3 16 16.41 0.20 .30
49.31 36.93 Transmontaigne TLP 6.7 18 43.02 0.03 .725 42.94 17.05 UnderArmour C UA ... 45 17.86 1.04 ... 34.98 12.50 Vectrus VEC ... 13 28.48 0.84 ... 159.55 128.60 Watsco WSO 3.0 28 140.62 +2.74 1.05 23.14 16.60 WW Ent WWE 2.4 76 19.66 0.28 .12
16.66 8.68 Transocean RIG ... 6 10.52 0.10 ... 34.70 24.27 Unifi UFI ... 15 27.45 0.06 ... 17.34 5.71 Vedanta VEDL 14.9 14 14.70 0.31 1.0983 71.05 54.37 WattsWater WTS 1.2 24 63.35 +0.36 .19 62.44 35.36 WorthingtonInds WOR 1.9 13 41.68 +0.25 .20
17.35 5.85 TransportadGas TGS ... 39 15.03 +0.05 ... 147.65 104.86 Unifirst UNF .1 24 137.30 0.40 .0375 61.50 28.14 VeevaSystems VEEV ... cc 60.31 +3.97 ... 65.80 27.60 Wayfair W ... dd 61.92 +1.24 ... 102.44 62.60 Wyndham WYN 2.4 16 95.60 +0.51 .58
42.30 28.92 TransUnion TRU ... 46 41.90 +0.70 ... 55.20 38.41 Unilever UN 2.8 27 54.96 +1.22 .3828 76.80 56.20 Ventas VTR 4.6 41 67.14 +1.47 .775 7.09 3.73 WeatherfordIntl WFT ... dd 5.23 +0.19 ...
125.49
15.15
103.45
11.28
Travelers
TravelportWorldwd
TRV
TVPT
2.4
2.2
12
30
120.79
13.60
+0.20
0.34
.72
.075
54.05
115.15
38.58
80.87
Unilever
UnionPacific
UL
UNP
2.8
2.3
27
20
53.87
107.05
+1.10
3.43
.3828
.605
28.24
62.60
14.94
34.10
VeriFoneSystems
Veritiv
PAY
VRTV
...
...
dd
47
17.48
44.80
0.54
+5.20
...
...
57.50
26.31
31.29
9.37
WebsterFin
WeightWatchers
WBS
WTW
2.1
...
21
19
48.82
26.01
0.89
+1.55
.26
...
XYZ
14.80 9.75 TrecoraResources TREC ... 18 11.00 0.30 ... 16.70 6.72 Unisys UIS ... dd 11.75 0.67 ... 56.95 44.46 Verizon VZ 5.1 15 45.42 0.42 .5775 43.70 29.83 WeingartenRealty WRI 5.0 43 30.77 0.41 .385 43.52 30.33 XL Group XL 2.1 ... 41.45 0.41 .22
25.60 14.85 Tredegar TG 2.9 24 15.05 0.25 .11 30.63 11.06 Unit UNT ... dd 20.66 +1.90 ... 44.95 30.01 VermilionEnergy g VET 5.4 dd 34.71 1.09 .157 68.88 47.41 WeisMarkets WMK 2.2 19 54.76 +0.74 .30
104.53 62.64 TreeHouseFoods THS ... dd 77.01 +1.16 ... 79.15 37.41 UnitedContinental UAL ... 12 77.98 +1.57 ... 13.60 3.62 Verso VRS ... ... 3.67 2.40 ... 20.99 14.99 XO Group XOXO ... 48 17.29 +0.40 ...
21.13 14.93 Welbilt WBT ... 41 19.54 0.23 ... 55.66 22.23 XPO Logistics XPO ... 63 52.79 1.00 ...
2.76 1.45 TremorVideo TRMR ... dd 2.50 +0.06 ... 2.11 1.74 UnitedMicro UMC 4.5 16 2.02 0.01 .0902 33.01 21.86 VersumMaterials VSM ... ... 30.35 +0.10 .05 174.51 94.28 WellCareHealth WCG ... 28 170.79 1.83 ...
78.16 39.74 Trex TREX ... 26 63.48 1.08 ... 120.44 101.01 UPS B UPS 3.2 26 103.42 0.71 .83 48.85 29.50 Viad VVI .9 16 43.05 0.25 .10 16.10 8.31 Xactly XTLY ... dd 13.00 +0.75 ...
59.99 43.55 WellsFargo WFC 2.9 13 53.06 +0.04 .38
20.60 16.40 TriangleCap TCAP 9.9 24 18.21 +0.22 .45 134.28 61.78 UnitedRentals URI ... 16 110.10 2.06 ... 36.45 30.61 VinaConcha VCO 6.3 17 31.78 0.22 .5004 46.07 38.00 XcelEnergy XEL 3.1 21 45.85 +0.27 .36
26.45 11.67 WellsFargo Wt WFC/WS ... ... 19.76 0.14 ... 19
43.04 27.75 TribuneMediaA TRCO 2.5 cc 40.00 1.36 .25 56.61 38.48 US Bancorp USB 2.2 15 51.10 0.31 .28 7.17 0.28 VinceHolding VNCE ... dd .45 +0.12 ... 19.87 14.84 XeniaHotels XHR 6.1 17.90 +0.03 .275
80.19 59.39 Welltower HCN 4.8 47 73.24 +1.39 .87 dd
33.49 17.78 TriNet TNET ... 28 30.63 0.20 ... 41.83 13.00 US Steel X 1.0 dd 19.59 0.45 .05 17.41 10.21 Vipshop VIPS ... 38 13.38 1.53 ... 9.16 4.68 XeriumTech XRM ... 7.03 +0.03 ...
15.78 7.46 WescoAircraft WAIR ... 12 9.10 +0.85 ... dd
30.13 16.79 TrinityIndustries TRN 2.0 14 26.56 0.34 .13 121.95 96.89 UnitedTech UTX 2.2 19 121.16 +0.33 .66 17.60 11.68 Vishay VSH 1.5 44 16.25 0.50 .0625 7.69 5.72 Xerox XRX 3.6 7.00 0.05 .0625
76.15 49.67 WescoIntl WCC ... 31 62.00 0.35 ...
7.06 4.26 XinyuanRealEst XIN 8.8 4 4.57 +0.17 .10
72.60 39.45 Trinseo TSE 1.8 9 66.55 +2.90 .30 176.14 130.01 UnitedHealth UNH 1.4 21 172.59 +0.78 .625 19.45 11.75 VishayPrecision VPG ... 30 17.90 +0.05 ... 96.97 70.17 WestPharmSvcs WST .5 39 95.31 +0.89 .13
54.99 42.52 Xylem XYL 1.4 38 52.01 +1.03 .18
26.86 15.84 Triple-S Mgmt GTS ... ... 16.22 0.38 ... 33.15 17.00 Univar UNVR ... dd 30.98 0.50 ... 52.08 18.32 VistaOutdoor VSTO ... dd 21.80 0.11 ... 57.50 50.35 WestarEnergy WR 3.1 22 51.90 +0.04 .40 dd
14.41 9.80 TriplePtVent TPVG 10.8 10 13.36 0.45 .36 83.35 52.40 Universal UVV 3.1 17 69.45 1.95 .54 106.95 63.04 Visteon VC ... 30 99.96 3.62 ... 26.48 15.00 YPF YPF 1.3 24.15 0.13 .1538
53.84 29.72 WestAllianceBcp WAL ... 17 45.41 1.75 ...
31.97 11.27 TritonIntl TRTN 6.6 dd 27.27 3.24 .45 72.46 51.95 UniversalHealth UHT 3.6 22 71.95 +0.55 .655 25.24 13.50 VistraEnergy VST ... ... 15.04 0.54 2.32 5.91 2.40 YamanaGold AUY .7 dd 2.81 +0.09 .005
11.18 8.73 WesternAssetMort WMC 12.3 14 10.06 +0.17 .31
40.09 19.65 TriumphGroup TGI .7 dd 22.95 +3.15 .04 139.46 99.72 UniversalHealthB UHS .3 16 118.68 3.61 .10 32.31 11.50 VitaminShoppe VSI ... 15 11.90 0.75 ... 43.41 24.71 Yelp YELP ... cc 27.84 0.86 ...
47.82 33.93 WesternGasEquity WGP 4.4 29 44.64 0.33 .4913
19.99 3.84 Tronox TROX 1.0 dd 18.54 0.02 .045 29.20 17.31 UnivInsurance UVE 2.3 8 24.50 +0.10 .14 4.06 2.31 VivintSolar VSLR ... 5 3.00 +0.25 ... 15.11 12.82 Yext YEXT ... ... 13.27 0.46 ...
67.44 45.12 WesternGasPtrs WES 6.2 34 56.14 0.79 .875
28.70 16.50 TrueBlue TBI ... dd 26.10 0.10 ... 5.38 1.42 UnvlTechInst UTI ... dd 3.59 0.12 ... 95.47 55.12 VMware VMW ... 33 92.52 0.68 ... 5.22 1.85 YingliGreenEner YGE ... dd 2.31 0.14 ...
40.09 18.14 WesternRefining WNR 4.2 34 36.34 +1.29 .38
6.53 3.92 TsakosEnergy TNP 4.4 12 4.58 0.17 .05 50.27 29.79 UnumGroup UNM 1.8 11 45.49 0.29 .20 26.09 10.84 VoceraComm VCRA ... dd 25.75 +0.63 ... 42.34 11.05 Yirendai YRD ... 8 24.01 +0.11 ...
26.28 18.85 WesternRefinLog WNRL 7.2 21 25.30 +0.40 .4525
74.36 50.43 Tupperware TUP 3.9 16 69.51 3.30 .68 30.29 23.55 UrbanEdgeProp UE 3.6 20 24.25 0.32 .22 7.88 4.16 Vonage VG ... cc 6.45 0.21 ... 70.45 56.32 YumBrands YUM 1.7 18 70.07 +1.17 .30
22.70 18.07 WesternUnion WU 3.7 41 19.01 0.27 .175
9.89 6.35 TurkcellIletism TKC ... 16 8.03 0.17 ... 22.37 15.76 UrstadtBiddle UBP 5.8 32 16.29 0.22 .235 111.72 86.35 VornadoRealty VNO 3.0 18 94.06 +0.77 .71 36.48 23.79 YumChina YUMC ... ... 36.35 +1.83 ...
68.08 39.48 WestlakeChem WLK 1.2 20 62.88 +1.16 .1906
18.05 6.46 TurningPoint TPB ... 11 15.60 +0.20 ... 25.43 18.32 UrstadtProp A UBA 5.7 34 18.63 0.04 .265 5.62 2.61 voxeljet VJET ... dd 5.15 +1.20 ... 4.36 3.11 YuMe YUME ... dd 4.20 +0.09 ...
26.25 18.73 WestlakeChemPtrs WLKP 5.7 18 25.00 +0.20 .3549
3.80 2.52 TurquoiseHill TRQ ... 35 2.76 +0.11 ... 75.00 52.55 UsanaHealth USNA ... 16 64.05 +0.25 ... 42.96 22.75 VoyaFinancial VOYA .1 dd 35.34 0.67 .01 18.45 11.14 ZTO Express ZTO ... ... 14.00 0.60 ...
6.90 3.00 WestmorelandRes WMLP 17.3 dd 3.09 0.42 .1333
33.00 18.05 TutorPerini TPC ... 14 26.40 1.10 ... 138.18 105.71 VulcanMaterials VMC .8 40 125.95 2.30 .25 35.65 26.10 ZayoGroup ZAYO ... cc 31.25 0.57 ...
27.05 20.32 WestpacBanking WBK 5.9 14 23.23 0.86 .6889
70.96 22.80 Twilio TWLO ... dd 25.16 +1.16 ... V 56.32 35.77 WestRock WRK 3.1 73 51.99 1.69 .40
31.88 19.77 Zendesk ZEN ... dd 24.89 2.41 ...
25.25
10.18
13.73
7.91
Twitter
TwoHarborsInv
TWTR
TWO
...
10.1
dd
7
18.35
9.91
0.26
+0.15
...
.25
W 63.99 49.01 Westwood WHG 4.7 17 53.23 +0.40 .62
18.36
133.21
13.70
95.63
Zhaopin
ZimmerBiomet
ZPIN
ZBH
...
.8
30
49
18.02
117.67
+0.10
3.59
...
.24
11.09 7.44 VEREIT VER 7.1 dd 7.76 +0.26 .1375 35.50 26.55 Weyerhaeuser WY 3.8 24 33.02 +0.15 .31
175.77 139.61 TylerTech TYL ... 63 169.17 +1.95 ... 39.45 16.39 Zoe'sKitchen ZOES ... cc 18.18 ... ...
65.28 48.05 VF VFC 3.2 19 52.40 1.60 .42 121.17 84.48 WABCO WBC ... 21 118.23 +1.49 ... 31.35 16.94 WheatonPrecMetals WPM 1.3 33 21.08 +0.43 .07
77.05 55.72 TysonFoods TSN 1.5 12 58.56 +0.32 .225 194.10 145.91 Whirlpool WHR 2.5 15 179.08 4.11 1.10 60.61 45.28 Zoetis ZTS .7 35 60.31 +0.43 .105
93.72 73.25 Visa V .7 48 92.48 0.25 .165 3.47 1.31 W&T Offshore WTI ... dd 2.25 +0.15 ... 14.25 13.00 Zymeworks ZYME ... ... 13.04 +0.04 ...
84.37 61.55 TysonFoodsUn TSNU 3.8 ... 63.12 +0.37 .5938 5.61 2.67 VOC Energy VOC 19.1 14 4.40 +0.02 .21 66.10 53.66 WEC Energy WEC 3.4 20 61.01 +0.22 .52 948.94 790.00 WhiteMtnIns WTM .1 cc 861.55 +6.85 1.00
21.74 15.40 VTTI Energy VTTI 6.9 29 19.45 ... .336 122.91 80.67 WEX WEX ... 63 99.74 0.29 ... 16.30 10.80 WhitestoneREIT WSR 9.9 96 11.57 0.47 .095
U 1.43 0.70 VaalcoEnergy EGY ... dd 1.13 +0.02 ... 84.08 58.66 WGLHoldings WGL 2.5 24 82.41 0.21 .51 14.44 6.38 WhitingPetrol WLL ... dd 8.87 +0.40 ... NYSE ARCA
202.76 124.62 VailResorts MTN 2.1 46 202.00 +2.24 1.053 33.84 24.82 WNS WNS ... 47 33.69 +1.10 ... 16.48 10.36 WildHorseResource WRD ... ... 13.46 +1.98 ...
17.71 11.93 UBS Group UBS 3.7 16 16.37 0.40 .6004 11.70 3.85 Vale VALE 6.7 9 8.42 +0.16 .2831 72.89 55.77 W.P.Carey WPC 6.2 35 63.80 +1.73 .995 58.86 47.68 Wiley A JW/A 2.4 29 50.70 1.25 .31 22.17 15.47 EmpireStateReal250 FISK 2.1 ... 20.46 0.09 .105
12.75 6.90 UCP UCP ... 9 11.25 +0.05 ... 32.74 8.31 ValeantPharm VRX ... dd 13.52 0.07 ... 16.17 8.23 WPX Energy WPX ... dd 12.65 +0.42 ... 58.99 46.53 Wiley B JW/B 2.4 29 50.87 1.14 .31 21.99 14.77 EmpireStateReal60 OGCP 2.0 ... 20.75 +0.26 .105
38.11 32.79 UDR UDR 3.3 47 37.84 +0.18 .31 71.40 46.88 ValeroEnergy VLO 4.4 14 63.87 2.55 .70 24.16 10.74 WabashNational WNC 1.1 12 21.15 0.19 .06 3.84 1.42 Willbros WG ... dd 2.41 0.17 ... 22.19 18.23 EmpireStateRealES ESBA 2.0 ... 20.63 +0.15 .105
50.55 41.79 UGI UGI 2.1 18 48.08 1.04 .25 51.00 38.90 ValeroEnergyPtrs VLP 3.7 16 46.41 +0.08 .4275 89.18 65.54 Wabtec WAB .6 26 81.86 +1.75 .12 24.51 14.13 WilliamLyonHomes WLH ... 22 23.48 0.02 ... 16.09 12.29 USBrentOilFd BNO ... ... 14.36 +0.71 ...
17.16 9.56 UMH Prop UMH 4.4 dd 16.50 +0.14 .18 4.10 1.34 Valhi VHI 2.3 58 3.46 0.19 .02 22.45 15.02 Waddell&ReedFin WDR 10.8 10 17.00 0.07 .46 32.69 19.60 Williams WMB 4.0 dd 30.20 0.12 .30 17.05 12.77 USDieselHeatingOil UHN ... ... 15.01 +0.91 ...
48.88 37.31 Unitil UTL 3.1 22 45.88 0.72 .36 58.76 45.34 Validus VR 2.9 15 52.50 0.47 .38 80.50 54.40 WageWorks WAGE ... cc 69.70 1.10 ... 42.32 30.49 WilliamsPartners WPZ 5.9 48 40.44 0.40 .60 32.03 21.94 USGasolineFd UGA ... ... 26.26 +1.09 ...
19.78 13.65 USA Compression USAC 12.7 cc 16.56 0.32 .525 12.82 8.49 ValleyNatlBncp VLY 3.9 17 11.41 0.31 .11 53.43 21.75 Walker&Dunlop WD ... 10 47.45 0.66 ... 57.40 45.96 Williams-Sonoma WSM 3.2 14 49.46 1.90 .39 9.74 6.43 US NatGas UNG ... ... 7.55 0.33 ...
46.01 33.30 US Cellular USM ... 52 38.75 0.52 ... 0.40 0.03 ValleyNatlWt VLY/WS ... ... .23 +0.03 ... 79.44 65.28 Wal-Mart WMT 2.6 18 78.77 +3.06 .51 39.30 20.32 Winnebago WGO 1.5 14 26.25 1.30 .10 12.45 9.23 UnitedStatesOilFd USO ... ... 10.48 +0.53 ...
17.50 8.88 USD Partners USDP 9.7 12 13.85 0.15 .335 165.20 120.65 ValmontInds VMI 1.0 19 149.85 0.55 .375 8.11 0.64 WalterInvMgmt WAC ... dd 1.57 0.05 ... 12.47 9.00 Wipro WIT .6 20 10.45 +0.30 .0298 83.39 60.41 UntdStsShrtOil DNO ... ... 67.58 3.53 ...
29.26 22.19 US Foods USFD ... 29 28.60 ... ... 112.69 97.62 Valspar VAL 1.3 27 111.69 0.61 .37 19.08 16.67 WarriorMetCoal HCC ... ... 17.76 +0.76 .05 26.85 16.88 WolverineWwide WWW 1.0 29 25.14 +0.13 .06 11.93 9.08 US12mthNtlGas UNL ... ... 10.87 0.24 ...
34.67 23.71 USG USG ... 19 28.63 1.97 ... 24.98 18.30 Valvoline VVV .9 16 22.61 0.04 .049 14.15 7.31 WashingtonPrime WPG 12.8 26 7.81 0.02 .25 44.00 23.84 WooriBank WF ... 9 41.75 1.38 ... 20.89 16.15 US12moOilFd USL ... ... 18.26 +0.72 ...
Nasdaq Issues
60.97 38.77 Banner BANR 1.9 20 53.16 2.22 .25 17.34 13.49 CapitalSouthwest CSWC 4.9 11 15.55 0.44 .26 58.40 41.33 CommVaultSystems CVLT ... cc 55.70 1.15 ... 57.24 31.34 EastWestBancorp EWBC 1.5 16 54.45 0.54 .20 14.80 6.68 FirstBank FRBA .7 23 12.00 0.55 .02
23.56 5.53 Baozun BZUN ... 88 21.69 +1.71 ... 15.80 11.51 CapitalaFinance CPTA 11.5 12 13.61 +0.08 .13 7.57 3.60 Compugen CGEN ... dd 4.75 +0.50 ... 29.15 15.74 Eastern EML 1.5 21 28.95 +1.70 .11 32.22 20.05 FirstBusey BUSE 2.5 20 28.64 0.80 .18
66.93 27.28 BarrettBus BBSI 1.7 28 57.35 +0.50 .25 17.04 13.09 CapitolFedFin CFFN 2.4 23 13.94 0.22 .085 43.82 18.25 ComputerPrograms CPSI 2.4 76 33.40 +0.20 .20 11.71 6.86 EastVABkshs EVBS 1.2 26 10.43 0.17 .03 28.43 18.76 FirstBusFinSvcs FBIZ 2.2 15 23.17 0.79 .13
32.40 22.42 BassettFurniture BSET 1.4 19 27.85 2.80 .10 22.35 15.50 CapStarFin CSTR ... ... 17.47 +0.04 ... 6.33 3.87 ComputerTask CTG ... dd 5.70 0.14 .06 34.87 22.30 eBay EBAY ... 5 33.83 0.24 ... 384.12 229.51 FirstCitizBcshA FCNCA .4 17 334.28 5.48 .30
6.14 3.40 Bazaarvoice BV ... dd 4.55 ... ... 20.90 4.35 CaraTherap CARA ... dd 16.83 0.35 ... 23.97 9.52 ComtechTel CMTL 2.9 dd 13.98 +0.08 .10 65.10 44.43 Ebix EBIX .5 18 55.00 2.35 .075 31.94 20.47 FstCmntyBcsh FCBC 2.6 17 24.95 0.57 .16
52.12 39.50 BeaconRoof BECN ... 30 48.52 0.48 ... 22.00 8.80 Carbonite CARB ... 66 19.30 +0.55 ... 9.40 1.45 ConatusPharm CNAT ... dd 5.22 0.33 ... 6.82 4.17 Echelon ELON ... dd 6.80 +0.19 ... 27.50 15.74 FirstConnBncp FBNK 1.8 23 24.35 0.90 .11
10.95 8.65 BearStateFin BSF 1.4 17 8.74 0.14 .03 14.65 8.14 CardConnect CCN ... dd 13.95 0.05 ... 19.11 7.11 ConcertPharm CNCE ... dd 14.47 1.07 ... 28.90 17.90 EchoGlobalLog ECHO ... dd 18.30 0.25 ... 20.85 11.70 1stConstBncp FCCY 1.2 16 17.20 0.20 .05
18.19 4.00 BeasleyBroadcast BBGI 2.1 4 8.40 0.35 .045 32.54 14.63 CardiovascularSys CSII ... dd 31.49 0.48 ... 34.52 1.25 ConcordiaIntl CXRX 22.9 dd 1.31 0.20 .075 59.37 36.43 EchoStar SATS ... 32 58.03 +1.28 ... 56.20 35.90 FirstDefiance FDEF 1.9 18 52.16 1.42 .25
48.83 34.93 BedBath BBBY 1.7 8 35.33 0.77 .15 56.00 34.03 Cardtronics CATM ... 22 34.53 0.46 ... 6.75 4.63 ConcurrentComp CCUR 7.5 dd 6.38 +0.58 .12 11.20 8.75 Ecology&Envt EEI 3.6 37 11.10 +0.06 .20 29.80 18.00 FirstFinBncpOH FFBC 2.7 17 25.50 1.15 .17
42.09 24.53 BeiGene BGNE ... dd 36.94 +0.45 ... 6.08 0.76 CareDx CDNA ... dd 1.08 +0.08 ... 10.93 4.35 ConforMIS CFMS ... dd 4.68 0.41 ... 13.50 7.30 EdgeTherap EDGE ... dd 9.65 0.80 ... 46.70 29.69 FirstFinBkshs FFIN 2.0 24 38.45 1.25 .19
26.97 15.00 BelFuse A BELFA 1.1 6 21.23 0.28 .06 12.59 5.32 CareerEducation CECO ... dd 9.49 0.80 ... 9.02 6.02 Conifer CNFR ... dd 7.68 0.17 ... 9.40 6.22 EdgewaterTech EDGW ... dd 7.23 0.02 ... 53.49 34.72 FirstFinIN THFF 2.2 16 45.60 1.35 .50
33.60 16.81 BelFuse B BELFB 1.2 8 23.90 +0.70 .07 18.66 12.53 CareTrustREIT CTRE 4.0 34 18.44 +0.62 .185 51.50 37.60 Conmed CNMD 1.6 cc 49.72 1.33 .20 38.25 12.43 EditasMedicine EDIT ... dd 17.91 1.38 ... 21.29 12.58 FirstFinNW FFNW 1.8 18 15.26 +0.01 .07
4.58 0.43 BellerophonTherap BLPH ... dd 1.56 0.01 ... 18.80 14.35 Carlyle CG 2.3 22 17.60 0.65 .10 59.26 45.13 ConnecticutWater CTWS 2.3 24 52.47 0.50 .2975 14.52 6.25 EducDev EDUC 4.6 15 7.75 1.30 .09 17.26 10.01 FirstFoundation FFWM ... 21 15.94 +0.27 ...
23.11 9.37 BellicumPharm BLCM ... dd 12.60 0.08 ... 43.96 23.49 CarrizoOil CRZO ... dd 24.29 +0.45 ... 26.65 15.09 ConnectOneBncp CNOB 1.4 21 21.55 0.25 .075 10.00 2.62 Egalet EGLT ... dd 2.88 0.15 ... 27.80 15.53 FirstGuarBcshs FGBI 2.5 14 25.88 +0.23 .16
19.00 12.34 BeneficialBncp BNCL 1.6 37 14.60 0.35 .06 17.55 9.60 CarrolsRestr TAST ... 16 12.60 0.65 ... 3.24 0.80 Connecture CNXR ... dd .84 0.01 ... 18.47 6.38 eHealth EHTH ... 33 17.96 +0.31 ... 35.47 23.00 FirstHawaiian FHB 3.1 18 28.34 0.52 .22
44.98 24.55 Benefitfocus BNFT ... dd 30.80 0.40 ... 10.98 3.49 CascadianTherap CASC ... dd 4.73 +0.55 ... 18.00 6.54 Conn's CONN ... dd 15.80 1.30 ... 23.10 6.85 EigerBioPharma EIGR ... dd 7.05 ... ... 33.00 22.12 FirstInternetBncp INBK .9 12 26.40 1.75 .06
20.35 8.15 Big5SportingGoods BGFV 4.5 12 13.30 0.50 .15 15.85 6.64 CasellaWaste CWST ... ... 13.74 0.43 ... 30.23 19.57 ConsldComm CNSL 7.9 cc 19.60 1.04 .3874 17.34 11.51 8Point3Energy CAFD 7.8 12 13.18 0.34 .2565 45.35 26.45 FirstInterBanc FIBK 2.7 16 35.85 1.70 .24
117.42 95.68 Bio-Techne TECH 1.2 59 109.95 0.45 .32 136.22 107.43 CaseysGenStores CASY .8 23 114.80 +0.85 .24 14.25 9.80 ConsldWater CWCO 2.5 38 11.80 +0.30 .075 16.80 12.00 8x8 EGHT ... dd 13.15 0.10 ... 43.35 23.54 FirstMerchants FRME 1.8 19 39.69 0.92 .18
9.25 2.60 BioCryst BCRX ... dd 5.48 0.36 ... 74.83 46.69 CassInfoSys CASS 1.5 28 62.46 0.50 .23 6.05 3.31 ConsumerPtfo CPSS ... 5 4.59 0.07 ... 14.61 10.08 ElPolloLoco LOCO ... 30 13.65 0.30 ... 36.80 22.95 FirstMidILBcsh FMBH 1.9 16 33.30 0.90 .32
307.33 205.43 Biogen BIIB ... 16 250.09 4.75 ... 7.89 1.08 CatabasisPharm CATB ... dd 1.35 ... ... 18.61 7.37 Control4 CTRL ... 63 17.70 +0.16 ... 4.04 2.16 ElbitImaging EMITF ... dd 3.16 0.26 ... 25.83 15.86 FirstMidwestBncp FMBI 1.8 20 22.32 +0.08 .10
102.49 73.45 BioMarinPharm BMRN ... dd 89.23 0.62 ... 40.83 26.27 CathayGenBncp CATY 2.3 16 36.50 1.36 .21 31.57 21.31 Copart CPRT ... 18 29.31 0.58 ... 121.22 88.45 ElbitSystems ESLT ... 22 120.10 +0.66 ... 17.24 12.42 FirstNWBncp FNWB ... 36 16.22 +0.02 ...
3.43 0.98 BioScrip BIOS ... dd 1.70 0.03 ... 121.70 85.56 CavcoIndustries CVCO ... 30 111.70 4.95 ... 50.00 30.00 Core-Mark CORE 1.1 31 33.75 1.30 .09 21.15 10.65 EldoradoResorts ERI ... 42 19.70 1.00 ... 51.33 25.56 FirstSolar FSLR ... dd 36.34 0.04 ...
58.79 34.12 BioSpecificsTech BSTC ... 31 50.91 5.27 ... 76.26 35.90 Cavium CAVM ... dd 71.39 0.14 ... 8.33 2.67 CoriumIntl CORI ... dd 6.85 +1.20 ... 9.20 4.50 ElectroScientific ESIO ... dd 7.88 0.43 ... 50.78 30.45 1stSource SRCE 1.7 20 45.52 1.78 .19
34.00 14.72 BioTelemetry BEAT ... 18 28.30 +0.15 ... 14.88 7.68 CECO Env CECE 3.2 dd 9.41 0.38 .075 47.75 30.31 CornerstoneOnDem CSOD ... dd 36.81 0.84 ... 112.16 71.01 ElectronicArts EA ... 35 107.64 1.45 ... 13.75 8.85 FirstSouthBancorp FSBK 1.0 18 13.73 +0.28 .035
59.50 40.00 Bioverativ BIVV ... ... 54.86 0.22 ... 127.64 94.42 Celgene CELG ... 44 116.93 2.39 ... 53.19 31.00 Corvel CRVL ... 31 44.95 1.45 ... 51.15 39.35 EFII EFII ... 47 47.02 +0.41 ... 16.95 9.58 FirstUnited FUNC ... 17 14.70 +0.35 ...
17.05 8.25 BlackBox BBOX 5.5 dd 8.80 0.05 .12 1.61 0.99 Celgene Rt CELGZ ... ... 1.20 +0.03 ... 22.14 8.27 CorvusPharm CRVS ... dd 11.19 +0.51 ... 5.97 1.03 ElevenBiotherap EBIO ... 8 1.48 0.22 ... 8.60 6.41 FirsthandTechVal SVVC ... dd 8.31 0.09 ...
6.85 3.93 BlackDiamond BDE ... dd 6.00 +0.10 ... 5.13 2.85 CelldexTherap CLDX ... dd 3.08 0.07 ... 257.25 179.22 CoStarGroup CSGP ... 91 253.75 +1.62 ... 11.00 4.90 Emcore EMKR ... 39 9.95 0.70 1.50 63.58 39.05 FirstService FSV .8 56 61.36 +0.28 .1225
81.68 55.88 Blackbaud BLKB .6 84 80.34 +0.52 .12 34.23 16.09 Cellectis CLLS ... dd 24.25 0.10 ... 183.18 141.91 Costco COST 1.2 32 171.64 +0.76 .50 4.33 2.04 EmmisComm EMMS ... 3 3.19 +0.12 ... 122.91 92.81 Fiserv FISV ... 30 120.68 +0.90 ...
10.42 6.23 BlackBerry BBRY ... dd 10.38 +1.03 ... 15.95 5.05 CellularBiomed CBMG ... dd 6.85 +1.55 ... 35.89 19.35 CountyBancorp ICBK 1.0 14 23.26 1.74 .06 25.50 14.78 EmpireResorts NYNY ... dd 23.40 0.05 ... 54.13 35.03 FiveBelow FIVE ... 40 52.63 +0.89 ...
42.80 28.88 BlackhawkNtwk HAWK ... dd 41.95 +0.65 ... 59.50 16.31 Celyad CYAD ... dd 40.58 1.12 ... 41.61 22.50 CoupaSoftware COUP ... dd 31.74 1.18 ... 37.32 20.79 EnantaPharma ENTA ... dd 32.48 0.83 ... 22.22 9.52 Five9 FIVN ... dd 21.58 0.30 ...
33.71 21.66 BlackLine BL ... dd 32.33 +0.41 ... 26.95 2.55 Cempra CEMP ... dd 3.80 0.20 ... 23.93 14.26 CovenantTranspt CVTI ... 25 16.93 +0.25 ... 38.55 17.66 EncoreCapital ECPG ... 14 38.35 +2.15 ... 60.98 28.51 FivePrimeTherap FPRX ... dd 29.34 0.49 ...
8.87 6.75 BlackRockCapInvt BKCC 9.5 dd 7.57 +0.11 .18 26.94 14.66 CenterstateBks CSFL 1.0 19 24.44 0.15 .06 2.48 1.50 Covisint COVS ... dd 2.05 +0.10 ... 49.75 33.70 EncoreWire WIRE .2 22 40.95 1.00 .02 16.99 11.51 Flex FLEX ... 28 16.51 +0.48 ...
22.16 15.82 BloominBrands BLMN 1.6 43 20.12 1.60 .08 4.45 2.03 CentralEurMedia CETV ... dd 4.00 0.15 ... 16.75 10.92 CowenGroup COWN ... dd 14.80 0.20 ... 24.93 9.70 EndoIntl ENDP ... dd 11.88 1.69 ... 13.97 3.01 FlexPharma FLKS ... dd 3.33 0.16 ...
21.75 8.11 Blucora BCOR ... dd 20.55 0.60 ... 39.33 17.72 CentralGarden CENT ... 26 31.59 3.09 ... 175.04 130.15 CrackerBarrel CBRL 2.9 19 159.00 3.29 1.15 4.15 1.98 Endocyte ECYT ... dd 2.61 0.29 ... 29.41 9.60 FlexionTherap FLXN ... dd 17.62 1.69 ...
19.60 9.53 BlueBird BLBD ... dd 17.95 0.70 ... 36.82 17.18 CentralGardenA CENTA ... 25 30.24 2.76 ... 22.40 7.56 CraftBrewAlliance BREW ... cc 15.95 0.15 ... 14.50 4.21 Endologix ELGX ... dd 4.44 +0.18 ... 62.99 37.93 Flexsteel FLXS 1.6 16 49.84 2.62 .20
27.50 21.60 BlueBuffaloPet BUFF ... 34 23.25 0.65 ... 16.53 5.53 CenturyAluminum CENX ... dd 13.88 +0.36 ... 35.33 16.10 Cray CRAY ... cc 17.70 0.60 ... 9.85 6.20 EnduranceIntl EIGI ... dd 7.50 0.35 ... 37.89 28.26 FlirSystems FLIR 1.6 24 37.07 0.42 .15
19.73 13.78 BlueHillsBncp BHBK 1.1 30 18.00 0.05 .20 64.87 40.00 CenturyBancorpA CNBKA .8 15 59.55 2.35 .12 225.47 160.63 CreditAcceptance CACC ... 13 221.13 +7.70 ... 16.67 7.11 EnergyRecovery ERII ... cc 7.90 +0.37 ... 11.05 4.31 Fluidigm FLDM ... dd 5.46 0.19 ...
100.40 36.62 bluebirdbio BLUE ... dd 82.45 5.05 ... 4.23 1.44 Ceragon CRNT ... 22 3.03 0.15 ... 31.64 20.75 Cree CREE ... dd 23.09 +0.60 ... 35.96 23.00 EnergyXXIGulfCoast EXXI ... ... 26.70 0.15 ... 31.96 18.95 FlushingFin FFIC 2.6 12 27.50 1.45 .18
7.55 4.79 BlueknightEner BKEP 8.3 dd 6.95 +0.09 .145 67.50 47.01 Cerner CERN ... 33 64.10 0.26 ... 22.28 9.83 Cresud CRESY ... 74 21.00 0.81 ... 7.74 4.80 EnerNOC ENOC ... dd 5.55 +0.05 ... 11.27 4.03 FoamixPharm FOMX ... dd 4.47 0.28 ...
48.85 16.80 BlueprintMed BPMC ... dd 39.61 0.97 ... 3.58 0.33 CeruleanPharma CERU ... dd .42 0.03 ... 55.39 32.83 Criteo CRTO ... 42 49.20 4.41 ... 2.38 0.65 EnphaseEnergy ENPH ... dd .72 0.10 ... 17.05 10.50 FogodeChao FOGO ... 17 13.90 +0.20 ...
72.28 35.63 BobEvansFarms BOBE 1.9 78 71.43 +4.56 7.50 7.64 2.83 Cerus CERS ... dd 3.00 0.12 ... 12.54 5.93 Crocs CROX ... dd 6.47 0.37 ... 23.18 16.51 EnsignGroup ENSG .9 22 18.63 1.10 .0425 14.40 6.56 FormFactor FORM ... 51 13.25 0.35 ...
32.57 15.29 BofI BOFI ... 11 22.48 0.93 ... 40.00 17.60 Changyou.com CYOU ... 15 38.64 +7.56 ... 16.38 10.54 CrossCtyHlthcr CCRN ... dd 12.05 0.09 ... 209.35 148.91 EnstarGroup ESGR ... 13 184.70 +0.65 ... 44.20 31.05 FormulaSys FORTY 2.4 27 40.18 2.13 .48
16.58 6.79 BoingoWireless WIFI ... dd 15.69 +0.05 ... 1.33 0.83 Charles&Colvard CTHR ... dd .89 +0.01 ... 56.75 37.36 Ctrip.com CTRP ... cc 56.15 +0.82 ... 24.40 17.38 EntegraFin ENFC ... 24 23.35 0.05 ... 44.40 34.95 ForresterResearch FORR 2.0 36 37.70 2.22 .19
22.35 14.55 Bojangles' BOJA ... 17 17.45 ... ... 40.87 21.80 ChartIndustries GTLS ... 36 34.91 0.44 ... 7.48 4.27 CumberlandPharm CPIX ... dd 6.53 +0.12 ... 25.60 13.21 Entegris ENTG ... 30 23.35 0.60 ... 22.76 10.10 Forterra FRTA ... dd 10.54 9.18 ...
1.98 0.58 BonTonStores BONT ... dd .68 0.09 ... 350.38 214.06 CharterComms CHTR ... 17 315.78 6.22 ... 3.72 1.47 Curis CRIS ... dd 1.66 0.25 ... 22.63 11.47 EntellusMedical ENTL ... dd 12.98 0.44 ... 41.33 28.51 Fortinet FTNT ... cc 40.04 +0.92 ...
17.88 10.77 BostonPrivFin BPFH 3.0 20 14.85 0.35 .11 111.24 74.34 CheckPointSftw CHKP ... 25 108.43 +0.83 ... 22.96 9.97 Cutera CUTR ... 78 20.20 +0.45 ... 39.25 21.55 EnterpriseBncp EBTC 1.8 17 29.92 0.77 .135 54.73 40.07 ForwardAir FWRD 1.2 52 49.70 0.55 .15
28.35 18.48 Bottomline EPAY ... dd 24.68 0.95 ... 67.14 46.93 Cheesecake CAKE 1.6 21 58.93 0.01 .24 59.28 42.06 CyberArkSoftware CYBR ... 54 46.66 1.63 ... 46.25 25.76 EnterpriseFinSvcs EFSC 1.1 17 40.85 1.20 .11 33.00 14.89 ForwardPharma FWP ... dd 19.66 0.39 ...
8.68 3.40 BravoBrioRestr BBRG ... dd 4.60 0.05 ... 17.15 10.31 ChefsWarehouse CHEF ... ... 14.90 +0.40 ... 41.18 13.28 CyberOptics CYBE ... 17 21.60 +0.65 ... 9.32 5.20 Enzymotec ENZY ... dd 8.35 0.35 ... 36.87 12.08 Fossil FOSL ... 24 12.35 0.78 ...
38.95 26.90 BridgeBancorp BDGE 2.7 17 34.10 0.70 .23 55.55 34.82 ChemicalFin CHFC 2.3 21 46.00 0.95 .27 14.98 9.11 CypressSemi CY 3.3 dd 13.15 0.30 .11 18.50 7.02 Epizyme EPZM ... dd 17.90 +1.55 ... 18.50 9.25 FosterLB FSTR .9 dd 17.95 0.20 .04
18.00 10.43 BridgfordFoods BRID ... 15 13.70 0.64 ... 9.10 3.95 ChemoCentryx CCXI ... dd 7.02 0.35 ... 57.00 38.80 CyrusOne CONE 3.1 dd 54.82 +1.01 .42 74.60 39.09 ePlus PLUS ... 21 73.25 +0.75 ... 38.24 16.31 FoundationMed FMI ... dd 37.30 +4.10 ...
13.80 5.40 Brightcove BCOV ... dd 6.00 +0.10 ... 40.50 27.45 ChemungFinl CHMG 2.7 18 38.12 +0.04 .26 17.20 7.42 Cytokinetics CYTK ... cc 14.20 0.20 ... 433.77 314.55 Equinix EQIX 1.9 cc 426.74 4.33 2.00 34.00 15.47 FoxFactory FOXF ... 29 32.40 0.25 ...
241.29 142.27 Broadcom AVGO 1.7 dd 234.10 1.86 1.02 14.97 7.15 Cherokee CHKE ... 19 10.10 +1.10 ... 20.02 9.10 CytomXTherap CTMX ... dd 14.83 +0.21 ... 38.03 19.81 EquityBcshs EQBK ... 27 29.59 0.80 ... 22.39 9.75 Francesca's FRAN ... 12 13.31 1.46 ...
48.40 33.85 BroadSoft BSFT ... dd 37.35 +0.70 ... 3.71 1.45 Chiasma CHMA ... dd 1.45 0.15 ... 8.04 4.83 Ericsson ERIC 1.7 dd 6.59 +0.11 .1112 45.15 31.39 FranklinElectric FELE 1.2 22 37.20 +0.45 .1075
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17.45 10.40 BrooklineBcp BRKL 2.6 19 13.95 0.25 .09 137.39 96.99 ChinaBiologic CBPO ... 29 111.00 +0.83 ... 48.21 9.40 EsperionTherap ESPR ... dd 33.31 3.20 ... 11.99 8.60 FrequencyElec FEIM ... dd 9.65 0.51 ...
37.98 27.02 DBVTechnologies DBVT ... dd 34.77 0.03 ...
29.01 9.68 Brooks Auto BRKS 1.5 40 27.04 0.65 .10 5.19 2.03 ChinaFinance JRJC ... cc 2.13 0.07 ... 32.64 13.81 Essendant ESND 3.5 dd 16.17 0.89 .14 14.50 7.60 Freshpet FRPT ... dd 13.90 0.05 ...
6.30 3.80 DHX Media VV g DHXM 1.2 61 4.55 0.25 .0138
27.05 19.59 Bruker BRKR .6 28 26.23 +0.44 .04 3.19 1.45 ChinaHGSRealEst HGSH ... 18 1.59 +0.02 ... 16.05 8.22 Etsy ETSY ... dd 13.31 +2.05 ... 5.30 1.19 FrontierComm FTR 11.0 dd 1.46 +0.25 .04
65.61 44.87 DISH Network DISH ... 21 63.53 +2.16 ...
43.85 27.51 BrynMawrBank BMTC 2.1 19 40.85 1.55 .21 81.01 31.71 ChinaLodging HTHT ... 41 75.95 +0.97 ... 86.35 65.33 EuronetWorldwide EEFT ... 26 83.46 0.45 ... 1.80 0.75 FuelTech FTEK ... dd .88 +0.07 ...
17.19 9.20 DMC Global BOOM .6 dd 13.45 +0.60 .02
6.35 3.80 Bsquare BSQR ... dd 4.80 0.25 ... 3.60 1.45 ChinaTechFaith CNTF ... 4 2.25 0.13 ... 3.00 1.50 Ever-Glory EVK ... 5 2.65 ... ... 8.88 0.80 FuelCell FCEL ... dd .93 0.12 ...
14.20 9.67 DSP Group DSPG ... 59 12.30 +0.25 ...
175.10 133.34 BuffWildWngs BWLD ... 33 152.60 4.75 ... 5.88 3.09 ChinaXDPlastics CXDC ... 3 4.75 0.05 ... 25.66 11.76 Everbridge EVBG ... dd 25.01 +0.46 ... 13.90 6.55 FulgentGenetics FLGT ... dd 6.80 0.70 ...
42.00 12.67 DXP Ents DXPE ... 40 38.39 +5.59 ...
16.50 9.04 BuildersFirstSrc BLDR ... 10 14.22 0.02 ... 8.52 0.82 ChinaCache CCIH ... dd 1.10 +0.10 ... 10.62 6.15 EverspinTech MRAM ... dd 9.90 0.16 ... 19.75 12.66 FultonFin FULT 2.5 18 17.45 0.20 .11
11.12 5.92 Daktronics DAKT 3.1 65 9.03 0.41 .07
2.86 0.91 BurconNutraScience BUR ... dd 1.01 0.02 ... 18.66 13.94 ChipMOSTechs IMOS ... 7 18.56 +0.13 1.3087 7.41 4.86 Evogene EVGN ... dd 5.25 +0.05 ...
67.83 37.37 Dave&Buster's PLAY ... 32 66.70 +0.67 ...
G
173.50 118.76 ChurchillDowns CHDN .8 25 167.65 +1.85 1.32 16.89 11.12 Exa EXA ... dd 12.80 +0.14 ...
14.30 6.03 DAVIDsTEA DTEA ... dd 6.20 0.10 ...
C
37.78 25.87 Chuy's CHUY ... 28 28.55 1.40 ... 31.05 22.20 Exactech EXAC ... cc 30.15 0.05 ...
9.00 4.02 DawsonGeophys DWSN ... dd 4.34 0.19 ...
12.95 6.10 CidaraTherap CDTX ... dd 6.80 0.50 ... 24.85 5.36 Exelixis EXEL ... dd 19.68 1.93 ...
18.80 13.01 DelFrisco's DFRG ... 26 17.15 0.45 ... 10.76 7.35 GDSHoldings GDS ... ... 7.47 0.54 ...
104.18 78.80 Cimpress CMPR ... dd 86.81 +1.31 ...
16.25 5.11 Cadiz CDZI ... dd 15.65 0.15 ... 31.29 22.06 DeltaNaturalGas DGAS 2.8 34 30.09 +0.15 .2075 54.78 42.00 ExlService EXLS ... 27 50.11 +0.19 ... 16.88 13.35 G1Therapeutics GTHX ... ... 16.52 +1.52 ...
79.60 67.14 CincinnatiFin CINF 2.9 19 69.04 0.02 .50 16.15 9.08 ExOne XONE ... dd 13.72 +0.91 ...
34.99 30.01 CA CA 3.3 17 31.26 0.35 .255 65.83 55.00 DentsplySirona XRAY .6 40 61.62 0.03 .0875 9.68 3.71 GSI Tech GSIT ... dd 7.83 0.77 ...
2.69 0.90 Cinedigm CIDM ... dd 1.68 +0.15 ... 145.77 96.58 Expedia EXPE .8 72 141.59 +1.78 .28
53.40 39.00 C&F Fin CFFI 2.8 12 47.35 +0.05 .33 27.02 9.50 DepoMed DEPO ... dd 10.15 1.65 ... 137.88 79.62 GWPharm GWPH ... dd 106.27 +2.16 ...
128.85 91.24 Cintas CTAS 1.1 26 121.02 1.28 1.33 57.75 46.48 ExpeditorsIntl EXPD 1.6 23 52.75 0.31 .42
3.33 1.20 CBAK Energy CBAK ... dd 1.35 0.05 ... 38.75 25.63 Dermira DERM ... dd 28.01 +1.09 ... 12.40 6.05 Gaia GAIA ... dd 10.60 0.55 ...
67.47 32.93 CirrusLogic CRUS ... 17 64.70 +0.72 ... 64.80 45.00 Exponent EXPO 1.4 33 60.15 0.10 .21
29.40 20.91 CB FinSvcs CBFV 3.2 16 27.93 +0.03 .22 24.50 18.21 Descartes DSGX ... 75 24.10 +0.45 ... 94.88 49.43 Galapagos GLPG ... cc 85.38 0.57 ...
34.60 27.13 CiscoSystems CSCO 3.7 16 31.21 2.24 .29 80.02 57.80 ExpressScripts ESRX ... 11 60.11 +0.48 ...
86.28 61.58 CBOE Holdings CBOE 1.2 46 85.04 +0.97 .25 22.73 14.73 CitiTrends CTRN 1.8 19 17.59 0.98 .08 8.42 3.18 DestMaternity DEST ... dd 3.68 0.27 ... 36.30 29.32 Gaming&Leisure GLPI 6.9 21 36.16 +0.54 .62
67.49 51.52 CDK Global CDK .9 31 61.46 0.52 .14 5.57 1.95 DestinationXL DXLG ... dd 2.40 +0.25 ... 25.08 13.96 ExtractionOil XOG ... ... 16.44 0.03 ... 12.34 8.58 GamingPartners GPIC 1.2 13 10.25 +0.47 .12
14.34 9.03 CtznCmntyBcp CZWI 1.1 22 14.10 0.06 .16 9.53 3.07 ExtremeNetworks EXTR ... dd 8.89 0.35 ...
61.00 38.89 CDW CDW 1.1 23 57.09 1.64 .16 22.00 13.79 CitizensFirst CZFC .8 12 20.75 1.07 .08 1.98 1.50 Deswell DSWL 14.5 ... 1.93 ... .07 56.19 39.29 Garmin GRMN 4.0 15 51.22 0.93 .51
43.98 24.55 CEVA CEVA ... 60 42.75 +0.10 ... 96.38 57.68 DexCom DXCM ... dd 67.66 2.76 ... 12.00 6.03 Ezcorp EZPW ... 37 8.50 0.20 ... 13.98 7.25 GemphireTherap GEMP ... dd 10.35 0.63 ...
26.61 21.06 CitizensHolding CIZN 4.0 18 23.80 0.27 .24
81.16 65.57 CH Robinson CHRW 2.7 19 67.36 1.99 .45 87.99 60.72 CitrixSystems CTXS ... 27 82.79 3.13 ... 217.68 170.00 DiamondHillInvt DHIL ... 14 196.40 6.95 6.00 17.20 9.50 GencorIndustries GENC ... 27 15.95 +0.05 ...
19.29 14.54 CIM Comm CMCT 5.5 7 15.85 +0.30 .28 74.90 42.98 CityHolding CHCO 2.7 17 64.80 2.91 .44 114.00
26.17
82.80
0.40
DiamondbackEner
DianaContainer
FANG
DCIX
...
...
dd
dd
103.12
.47
+1.22
+0.02
...
...
F 38.32 12.26 GeneralComm A GNCMA ... dd 35.43 0.64 ...
127.60 92.29 CME Group CME 2.3 25 116.83 +0.66 .66 4.80 2.35 CleanEnerFuels CLNE ... 9 2.48 0.02 ... 13.67 5.98 GenMarkDiagn GNMK ... dd 13.01 0.30 ...
10.80 7.75 CM Finance CMFN 9.8 6 10.25 +0.05 .25 21.60 13.60 Clearfield CLFD ... 27 13.60 0.50 ... 6.10 2.42 DicernaPharma DRNA ... dd 3.27 +0.02 ... 40.15 29.00 FARO Tech FARO ... 89 34.90 +0.80 ... 7.29 3.28 GenoceaBiosci GNCA ... dd 6.02 0.07 ...
28.43 17.07 CNB FinPA CCNE 3.0 15 21.85 1.14 .165 25.08 5.44 ClearsideBiomed CLSD ... dd 8.03 0.95 ... 14.15 9.00 DigiIntl DGII ... 21 9.30 0.70 ... 20.48 10.57 FBR FBRC 4.8 dd 16.65 0.25 .20 33.96 24.08 GenomicHealth GHDX ... dd 29.52 1.19 ...
6.41 2.10 CPI Card PMTS 8.0 dd 2.25 0.45 .045 17.49 14.11 CliftonBancorp CSBK 1.5 74 16.31 0.02 .06 40.13 24.20 Digimarc DMRC ... dd 30.25 ... ... 149.50 105.00 F5Networks FFIV ... 22 127.15 2.01 ... 22.12 14.66 Gentex GNTX 2.1 15 18.83 0.97 .10
40.00 22.48 CRA Intl CRAI 1.7 22 33.47 0.58 .14 74.94 11.57 ClovisOncology CLVS ... dd 52.24 +4.64 ... 6.15 3.75 Digirad DRAD 5.3 94 3.75 0.60 .05 43.00 26.67 FNBBancorp FNBG 1.6 18 41.00 ... .16 39.55 26.60 Gentherm THRM ... 15 36.35 1.90 ...
25.00 11.63 CRISPR Therap CRSP ... dd 15.54 1.46 ... 17.99 10.86 CoBizFin COBZ 1.3 18 15.82 0.31 .05 22.48 16.10 DimeComBcshrs DCOM 2.8 22 19.75 0.35 .14 19.80 9.06 FRONTEO FTEO ... ... 12.15 +0.75 ... 24.37 13.80 GeospaceTech GEOS ... dd 15.33 0.30 ...
51.34 35.48 CSG Systems CSGS 2.0 21 39.48 +0.25 .1975 214.71 119.80 Coca-Cola Bottl COKE .5 35 204.42 +4.49 .25 10.47 1.15 DimensionTherap DMTX ... dd 1.20 0.05 ... 45.50 28.90 FRP Holdings FRPH ... 70 41.90 0.55 ... 36.31 20.36 GermanAmerBncp GABC 1.7 18 30.55 0.96 .13
13.54 5.93 CSI Compressco CCLP 11.8 dd 6.35 0.58 .1875 5.29 3.43 Codexis CDXS ... dd 4.35 0.30 ... 27.50 16.75 Diodes DIOD ... 68 25.83 0.27 ... 27.78 16.86 FTD FTD ... dd 18.65 1.20 ... 3.15 1.81 Geron GERN ... dd 3.05 +0.18 ...
11.95 6.90 CSP CSPI 4.0 19 11.04 +0.25 .11 29.56 18.82 CodorusValleyBncp CVLY 2.1 16 25.38 1.80 .135 30.80 23.85 DiscoveryComm B DISCB ... 14 26.72 0.78 ... 153.60 108.23 Facebook FB ... 39 148.06 2.27 ... 48.05 27.58 GibraltarInds ROCK ... 37 31.40 0.63 ...
41.85 29.25 CSW Industrials CSWI ... 55 35.65 +0.25 ... 45.25 34.23 CogentComm CCOI 4.6 cc 38.15 1.70 .44 30.25 23.66 DiscoveryComm A DISCA ... 14 25.87 0.20 ... 6.73 3.75 FamousDave's DAVE ... dd 3.90 0.25 ... 51.81 18.00 GIIIApparel GIII ... 17 19.13 2.34 ...
52.65 24.43 CSX CSX 1.6 28 50.38 1.76 .20 6.22 2.90 Cogint COGT ... dd 5.30 0.45 ... 29.18 22.43 DiscoveryComm C DISCK ... 13 25.18 0.27 ... 10.35 6.19 Fanhua FANH ... 21 8.87 +0.92 .12 6.19 4.05 GilatSatellite GILT ... dd 4.93 0.14 ...
24.63 15.25 CVB Fin CVBF 2.3 21 20.50 0.74 .12 93.14 38.71 Cognex CGNX .4 44 90.90 0.35 .085 5.56 3.15 DixieGroup DXYN ... dd 4.10 0.15 ... 37.55 27.47 FarmerBros FARM ... 5 30.85 2.50 ... 88.85 63.88 GileadSciences GILD 3.2 7 64.23 1.83 .52
79.99 39.94 CabotMicro CCMP 1.1 24 74.81 1.69 .20 65.52 45.44 CognizantTech CTSH .9 24 65.42 +1.03 .15 99.93 72.55 DollarTree DLTR ... 21 79.68 1.61 ... 44.65 26.10 FarmersCapBk FFKT 1.0 21 38.60 0.80 .10 38.17 24.58 GlacierBancorp GBCI 2.6 20 32.91 0.72 .21
33.61 22.99 CadenceDesign CDNS ... 41 32.78 0.11 ... 260.25 83.56 Coherent COHR ... 50 245.74 3.15 ... 18.55 14.49 DonegalGroup A DGICA 3.6 17 15.57 0.19 .14 52.74 37.70 Fastenal FAST 2.9 25 43.58 1.16 .32 10.12 6.91 GladstoneCap GLAD 8.5 7 9.87 ... .07
18.70 8.14 CaesarsAcqn CACQ ... 4 17.30 0.40 ... 31.98 14.00 CoherusBioSci CHRS ... dd 22.30 0.05 ... 22.88 14.31 DonegalGroup B DGICB 3.1 20 15.70 0.15 .1225 5.68 1.47 FateTherap FATE ... dd 3.97 0.04 ... 23.35 16.02 GladstoneComm GOOD 7.4 dd 20.14 0.05 .125
11.83 5.39 CaesarsEnt CZR ... dd 10.90 0.30 ... 21.64 10.01 Cohu COHU 1.3 42 18.05 0.61 .06 19.30 12.02 DorchesterMnls DMLP 7.4 19 16.60 +0.15 .3067 22.83 14.03 FederatedNatl FNHC 2.1 dd 15.02 0.13 .08 9.84 6.74 GladstoneInvt GAIN 8.4 6 9.12 0.08 .064
44.00 26.35 Caesarstone CSTE ... 18 39.45 0.05 ... 28.83 16.54 CollectorsUniv CLCT 5.5 23 25.50 +0.01 .35 88.50 51.59 DormanProducts DORM ... 26 82.00 0.59 ... 5.38 0.74 FenixParts FENX ... dd .76 0.13 ... 12.89 9.51 GladstoneLand LAND 4.7 cc 11.16 +0.23 .0435
3.72 2.45 CafePress PRSS ... dd 2.65 +0.04 ... 20.55 7.37 CollegiumPharm COLL ... dd 8.66 0.76 ... 38.19 18.25 DuluthHoldings DLTH ... 31 20.22 0.95 ... 12.53 7.67 Ferroglobe GSM 3.5 dd 9.21 +0.61 .08 41.15 13.35 GlbBloodTherap GBT ... dd 29.75 2.85 ...
46.71 35.10 Cal-MaineFoods CALM ... dd 38.90 +1.75 ... 55.05 32.93 ColliersIntl CIGI .2 27 51.70 +0.35 .05 58.43 41.29 Dunkin' DNKN 2.3 25 55.69 0.44 .3225 29.00 14.50 FibroGen FGEN ... dd 26.75 0.70 ... 11.50 1.45 GlobalBrokerage GLBR ... dd 1.90 0.05 ...
19.10 12.13 CalAmp CAMP ... dd 18.56 +0.02 ... 14.55 8.80 ColonyBankcorp CBAN .7 16 13.65 ... .025 2.00 0.74 Durect DRRX ... dd 1.23 +0.02 ... 24.95 14.45 FidelitySouthern LION 2.3 12 21.30 0.27 .12 41.09 20.96 GlobalIndemnity GBLI ... 12 37.59 0.90 ...
71.48 48.75 CalavoGrowers CVGW 1.4 31 65.50 0.03 .90 45.68 26.17 ColumbiaBanking COLB 2.3 19 37.67 1.36 .22 30.65 19.40 FiestaRestaurant FRGI ... dd 23.20 +0.90 ... 12.70 7.79 GlobalSources GSOL ... 17 12.10 +1.40 ...
17.30 13.27 CalFstNBcp CFNB 2.7 14 17.05 +0.35 .46 63.55 51.56 ColumbiaSportswr COLM 1.4 19 52.66 2.91 .18 E 8.45 3.57 FifthStreetAsset FSAM 12.7 dd 3.95 0.45 .125 9.36 6.97 GlobalWaterRscs GWRS 3.2 dd 8.65 +0.05 .0231
16.20 2.20 CalitheraBiosci CALA ... dd 16.10 +2.50 ... 29.23 13.80 ColumbusMcKinn CMCO .7 25 24.38 0.37 .04 6.32 4.12 FifthStreetFin FSC 11.8 dd 4.23 0.08 .125 2.95 1.73 GluMobile GLUU ... dd 2.62 0.06 ...
21.90 15.15 CallidusSoftware CALD ... dd 20.90 +0.15 ... 40.62 30.02 Comcast A CMCSA 1.6 21 38.85 0.13 .1575 3.62 2.25 EDAPTMS EDAP ... 19 2.80 +0.27 ... 28.97 16.14 FifthThirdBncp FITB 2.3 13 24.18 +0.02 .14 14.64 3.82 GlycoMimetics GLYC ... dd 12.76 +7.76 ...
6.42 2.79 CalumetSpecialty CLMT ... dd 4.40 0.25 ... 60.61 42.44 CommerceBcshrs CBSH 1.7 20 54.12 0.88 .225 31.47 23.45 EMC Insurance EMCI 3.2 14 26.28 0.39 .21 44.86 28.02 51job JOBS ... 27 43.76 +0.20 ... 13.69 7.80 Gogo GOGO ... dd 12.68 0.59 ...
45.43 26.93 CamdenNational CAC 2.3 17 40.73 0.75 .23 17.34 11.91 CommerceHub A CHUBA ... 54 17.03 +0.75 ... 16.91 12.93 ESSA Bancorp ESSA 2.5 22 14.49 0.27 .09 45.75 23.56 FinancialEngines FNGN .7 68 39.50 0.25 .07 25.82 16.21 GolarLNGPartners GMLP 10.9 8 21.25 +0.14 .5775
5.12 1.83 Camtek CAMT ... 22 4.99 +0.29 ... 18.32 11.90 CommerceHub C CHUBK ... 55 17.17 +0.84 ... 38.61 21.52 E*TRADE ETFC ... 18 34.05 0.33 ... 35.40 24.56 FinInstitutions FISI 2.7 15 31.30 1.65 .21 29.18 14.32 GolarLNG GLNG .7 ... 27.75 +0.48 .05
19.65 10.25 CanadianSolar CSIQ ... 12 12.98 0.13 ... 9.62 3.03 CommVehicle CVGI ... 53 8.51 0.68 ... 2.84 1.05 EV Energy EVEP ... dd 1.30 +0.20 ... 36.85 15.35 Finisar FNSR ... 20 23.58 0.78 ... 18.03 8.65 GoldenEnt GDEN ... 19 16.11 1.81 1.71
11.21 9.80 CanterburyPark CPHC 1.9 10 10.70 +0.50 .05 42.75 27.88 CommScope COMM ... 30 37.00 +0.72 ... 2.40 0.99 EVINE Live EVLV ... dd 1.17 0.09 ... 24.52 12.46 FinishLine FINL 3.2 40 13.87 0.63 .11 9.05 3.10 GoldenOcean GOGL ... dd 6.58 +0.26 ...
99.25 48.80 CapellaEducation CPLA 1.9 26 88.10 6.15 .41 7.49 3.41 CommsSystems JCS 3.8 dd 4.19 0.49 .04 6.15 3.07 EXFO EXFO ... 33 4.65 +0.05 ... 18.42 10.35 FireEye FEYE ... dd 14.94 +0.15 ... 20.50 16.77 GolubCapital GBDC 6.3 15 20.26 +0.08 .32
45.00 27.71 CapitalBankFin CBF 1.3 26 37.40 0.80 .12 0.02 ... CommunityHlthRt CYHHZ ... ... .01 ... ... 24.00 12.19 EagleBncpMT EBMT 1.7 14 19.26 0.59 .08 32.27 17.15 FirstBancorpNC FBNC 1.1 21 28.15 0.75 .08 37.20 24.31 Goodyear GT 1.3 7 31.73 2.60 .10
23.15 13.16 CapitalCityBank CCBG 1.1 24 17.94 1.55 .05 51.35 32.99 CmntyTrBcp CTBI 3.1 16 41.95 1.30 .32 12.90 4.06 EagleBulkShip EGLE ... dd 4.99 +0.11 ... 33.21 19.28 FirstBancorp FNLC 3.6 15 25.32 0.48 .23 17.68 7.15 GoPro GPRO ... dd 8.52 0.02 ...
4.05 2.55 CapitalProduct CPLP 9.5 8 3.37 0.04 .08 10.65 7.26 CommunityWestBcshs CWBC 1.6 16 10.15 ... .04 97.15 34.20 EaglePharm EGRX ... 12 79.67 15.58 ... 30.80 16.03 FirstBancshares FBMS .5 22 28.10 0.45 .0375 24.61 17.66 GovtPropIncoTr GOV 7.8 33 22.19 +0.90 .43
Nasdaq Issues
52-Week
High Low Name
Tick Div
52-Week
High Low Name
Tick Div
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt. FIVE-DAY NASDAQ COMPOSITE
81.16 37.94 GrandCanyonEduc LOPE ... 23 76.52 0.81 ... 21.45 9.76 Ichor ICHR ... 24 20.35 +0.12 ... 24.70 18.01 KellyServices A KELYA 1.2 8 24.09 +1.97 .075
12.37 10.31 GreatElmCap GECC 9.6 dd 10.38 0.42 .083 90.55 63.91 Icon ICLR ... 19 90.03 +2.34 ... 27.80 15.04 KellyServices B KELYB 1.3 7 22.49 0.23 .075 Chipper: Chip manufacturing-gear maker Applied Materials reported
4.10 2.95 GreatElmCap GEC ... dd 3.40 +0.10 ... 10.80 6.26 IconixBrand ICON ... dd 6.46 0.20 ... 7.84 2.90 KemPharm KMPH ... dd 4.05 0.15 ...
5.45 3.05 GreatLakesDredge GLDD ... dd 4.45 0.40 ... 21.49 13.72 iKangHealthcare KANG ... cc 14.81 +0.16 ... 10.15 8.00 KY FirstFedBncp KFFB 4.2 68 9.50 0.14 .10 record sales and profits. But networker Cisco sagged. The Nasdaq
56.70 34.48 GreatSouthernBncp GSBC 1.8 15 48.50 0.85 .22 189.48 119.37 Illumina ILMN ... 35 177.01 5.37 ... 27.60 16.37 KewauneeSci KEQU 2.6 14 22.80 0.10 .15
20.00 7.78 GreenBancorp GNBC ... cc 19.05 0.10 ... 11.92 5.95 Immersion IMMR ... dd 8.00 0.64 ... 13.95 8.69 KeyTechnology KTEC ... 61 12.94 +0.17 ... Composite Index closed Friday at 6,084lower by 0.6% for the week.
29.85 16.92 GreenPlains GPRE 2.1 28 22.40 2.10 .12 14.21 4.50 ImmuneDesign IMDZ ... dd 7.30 +1.10 ... 8.97 6.75 KeyTronic KTCC ... 12 6.81 0.07 ...
21.75 13.42 GreenPlainsPtrs GPP 9.0 11 19.55 +0.05 .44 6.21 1.51 Immunogen IMGN ... dd 5.25 +1.15 ... 26.95 15.78 Kforce KFRC 2.6 14 18.60 0.40 .12
Monday Tuesday Wednesday Thursday Friday
24.10 18.79 GreenlightCapRe GLRE ... 71 19.85 0.50 ... 7.48 1.95 Immunomedics IMMU ... dd 7.35 +0.21 ... 19.00 10.39 KimballElec KE ... 14 16.25 0.30 ... 6185
18.29 9.90 Gridsum GSUM ... dd 11.90 +0.27 ... 35.24 7.75 ImpaxLabs IPXL ... dd 15.75 1.90 ... 18.94 10.71 KimballIntl B KBAL 1.4 19 17.06 0.85 .06
33.32 25.08 GriffinIndlRealty GRIF 1.0 dd 30.30 0.21 .30 57.24 34.25 Imperva IMPV ... dd 47.45 0.40 ... 36.96 18.00 KinsaleCapital KNSL .7 25 34.40 +0.60 .06
22.25 14.27 Grifols GRFS 1.8 25 21.46 +0.33 .1936 43.93 16.36 Impinj PI ... dd 40.96 +1.51 ... 17.41 9.63 Kirkland's KIRK ... 14 9.70 2.02 ...
5.94 2.92 Groupon GRPN ... dd 3.32 0.10 ... 153.15 71.75 Incyte INCY ... dd 131.43 +16.24 ... 88.58 39.82 KitePharma KITE ... dd 70.71 4.72 ... 6135
53.58 30.05 GrAeroportuario OMAB 14.4 21 42.85 +0.01 1.5476 71.95 42.44 IndependentBank INDB 2.1 21 61.20 2.25 .32 14.44 4.20 KonaGrill KONA ... dd 4.25 0.75 ... (Prev Fri's
27.30 15.67 GuarantyBncp GBNK 2.0 22 24.95 +0.05 .125 23.65 13.42 IndepBankMI IBCP 1.9 18 20.55 0.50 .10 4.49 1.79 Kopin KOPN ... dd 3.55 +0.08 ... Close)
32.90 29.00 GuarantyBcshrs GNTY ... ... 30.75 0.25 ... 66.85 34.00 IndependentBank IBTX .7 19 58.65 1.15 .10 23.15 8.16 KornitDigital KRNT ... dd 18.55 3.45 ...
21.95 15.80 GuarFedBcsh GFED 2.0 15 19.93 +0.10 .10 13.81 7.23 Infinera INFN ... dd 9.19 0.32 ... 97.77 79.69 KraftHeinz KHC 2.7 32 90.28 +1.33 .60 6085
7.80 4.52 GuidanceSoftware GUID ... dd 6.48 +0.42 ... 5.79 0.84 InfinityPharm INFI ... dd 1.78 +0.07 ... 10.12 3.75 KratosDefense KTOS ... dd 9.93 +0.55 ...
13.95 6.35 GulfIslandFab GIFI .4 dd 9.15 0.53 .01 101.70 73.80 InfinityPropCas IPCC 2.4 23 94.75 0.30 .58 23.00 11.18 Kulicke&Soffa KLIC ... 18 21.35 0.07 ...
2.75 1.39 Gulf Resources GURE ... 2 1.81 0.10 ... 4.32 2.95 InfoSvcsGrp III ... dd 3.61 0.09 ... 12.10 2.50 KuraOncology KURA ... dd 9.25 +0.25 ...
34.67 14.77 GulfportEnergy GPOR ... dd 16.11 0.60 ... 52.40 35.77 InglesMarkets IMKTA 1.7 15 37.85 0.60 .165 6035
11.94 7.59 InnerWorkings INWK ... 48 11.03 0.54 ... L
H 12.94
2.80
0.53
1.35
Innocoll
Innodata
INNL
INOD
...
...
dd
dd
2.16
1.60
+0.03
...
...
... +28.44 +20.20 -158.63 +43.89 +28.57
40.47 24.50 LGI Homes LGIH ... 10 32.46 +0.71 ...
27.54 12.72 H&E Equipment HEES 5.8 18 19.00 1.31 .275 58.22 35.76 Innophos IPHS 4.4 19 43.24 0.51 .48 66.30 32.04 LHC Group LHCG ... 28 59.51 1.77 ... 5985
44.73 30.05 HD Supply HDS ... 42 41.89 +1.77 ... 74.75 44.06 Innospec IOSP 1.2 19 61.80 1.35 .38 36.35 27.85 LKQ LKQ ... 19 31.05 +0.03 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
18.70 12.25 HMN Fin HMNF ... 14 17.30 0.60 ... 4.36 2.58 InnovSolSuprt ISSC ... 12 3.71 +0.42 ... 14.00 7.01 LMI Aerospace LMIA ... dd 13.95 ... ...
24.00 15.57 HMS Holdings HMSY ... 45 17.98 0.03 ... 14.55 8.67 Innoviva INVA ... 18 11.86 +0.15 ... 43.79 20.51 LPL Financial LPLA 2.5 19 39.94 1.91 .25
54.03 30.75 HSN HSNI 4.1 16 34.50 1.15 .35 88.62 44.19 Inogen INGN ... 90 84.15 +2.14 ... 11.78 8.12 LSI Inds LYTS 2.3 57 8.57 0.03 .05 52-Week Tick Div 52-Week Tick Div
19.75 13.20 HabitRestaurants HABT ... 70 18.90 0.35 ... 9.90 1.50 InotekPharm ITEK ... dd 1.75 +0.10 ... 16.59 12.97 LakeShoreBancorp LSBK 2.0 41 15.70 +0.07 .08 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
20.69 13.06 HackettGroup HCKT 2.0 19 14.73 0.59 .15 20.05 8.60 Inovalon INOV ... 71 13.05 0.20 ... 20.88 10.78 LakelandBcp LBAI 2.1 19 18.90 0.45 .10
11.62 5.83 InovioPharma INO ... dd 7.17 +0.03 ... 10.67 6.53 Macatawa MCBC 1.7 18 9.21 0.33 .04 5.60 2.56 MobileIron MOBL ... dd 5.35 0.05 ...
10.51 7.02 HailiangEduc HLG ... ... 8.26 +0.11 ... 48.88 29.64 LakelandFin LKFN 2.0 22 43.10 0.98 .22
3.80 0.95 Inseego INSG ... dd 1.14 0.16 ... 33.30 16.75 Macrogenics MGNX ... dd 19.24 0.12 ... 30.23 13.50 Mocon MOCO 1.6 39 29.95 0.05 .12
56.99 32.87 HainCelestial HAIN ... ... 37.21 0.92 ... 12.40 8.00 LakelandInd LAKE ... 20 10.80 1.00 ...
53.19 24.23 InsightEnt NSIT ... 17 42.07 1.78 ... 8.00 4.08 MagalSec MAGS ... cc 6.01 0.27 ... 2.08 1.05 ModusLink MLNK ... dd 1.57 0.07 ...
12.09 9.50 HallmarkFin HALL ... 30 10.18 +0.13 ... 153.10 75.02 LamResearch LRCX 1.2 19 152.40 +2.82 .45
19.35 9.02 Insmed INSM ... dd 17.13 0.29 ... 84.71 49.50 MagellanHealth MGLN ... 20 68.05 2.40 ... 19.90 9.66 MomentaPharm MNTA ... dd 15.55 0.15 ...
15.20 7.70 HalozymeTherap HALO ... dd 12.91 1.37 ... 79.09 58.68 LamarAdvertising LAMR 4.7 24 70.76 +0.99 .83
42.81 22.50 InsteelInds IIIN .4 17 32.12 0.81 .03 8.70 6.46 MagicSoftware MGIC ... 30 8.40 +0.50 ... 44.59 8.88 Momo MOMO ... 62 43.58 +3.44 ...
20.17 17.32 HamiltonLane HLNE ... ... 19.54 0.16 ... 149.30 116.11 LancasterColony LANC 1.8 28 121.58 1.50 .55
48.23 27.62 Insulet PODD ... dd 42.00 +1.83 ... 8.90 5.27 magicJackVocal CALL ... dd 7.20 0.25 ... 30.60 19.29 MonarchCasino MCRI ... 21 29.68 0.70 ...
49.50 23.78 HancockHolding HBHC 2.0 20 47.00 0.45 .24 15.50 9.85 Landec LNDC ... 28 13.25 0.60 ...
35.85 21.73 HanmiFinancial HAFC 2.8 16 27.30 0.80 .19 19.96 8.70 InsysTherap INSY ... dd 12.59 +0.92 ... 32.40 23.71 LandmarkBncp LARK 2.6 14 31.10 +0.30 .20
14.95 9.65 MagyarBancorp MGYR ... 60 12.65 0.35 ... 46.40 40.50 Mondelez MDLZ 1.7 41 45.73 +0.86 .19
47.50 35.76 IntegraLifeSci IART ... 56 47.39 +1.01 ... 18.95 10.35 MaidenHoldings MHLD 5.7 71 10.60 0.40 .15 17.92 5.83 MoneyGram MGI ... 38 16.93 0.58 ...
15.33 6.09 HanwhaQCELLS HQCL ... 5 6.85 +0.21 ... 18.44 12.55 LandmarkInfrPtrs LMRK 9.0 36 15.60 0.05 .3525
26.66 18.49 IntegratedDevice IDTI ... 30 23.70 0.12 ... 35.64 19.98 MainSourceFncl MSFG 2.1 19 32.50 0.40 .17 98.33 62.38 MonolithicPower MPWR .8 72 95.10 +0.29 .20
21.44 12.53 HarborOneBncp HONE ... 72 19.94 0.48 ... 90.80 64.18 LandstarSystem LSTR .4 25 81.90 +0.65 .09
38.45 29.70 Intel INTC 3.1 15 35.40 0.13 .2725 40.90 13.69 MakeMyTrip MMYT ... dd 34.65 3.35 ... 25.37 17.31 MonotypeImaging TYPE 2.4 95 19.05 0.25 .113
12.64 8.24 Hardinge HDNG .7 cc 11.94 +0.41 .02 17.15 1.92 Lantheus LNTH ... 27 16.30 0.20 ...
6.18 2.53 Harmonic HLIT ... dd 5.15 ... ... 30.40 10.83 IntelliaTherap NTLA ... dd 14.29 0.39 ... 7.99 4.89 LatticeSemi LSCC ... dd 6.99 +0.09 ...
24.46 11.38 MalibuBoats MBUU ... 18 23.07 0.22 ... 70.78 48.85 MonroMuffler MNRO 1.4 27 50.35 0.05 .18
41.70 27.05 InterParfums IPAR 2.0 27 34.80 1.85 .17 24.54 11.91 MammothEnergy TUSK ... dd 19.23 +0.61 ... 55.50 40.64 MonsterBeverage MNST ... 38 47.69 +0.07 ...
3.90 2.25 HarvardBioSci HBIO ... dd 2.40 0.10 ... 15.88 12.12 LaureateEduc LAUR ... 8 15.58 +0.20 ...
104.14 76.14 Hasbro HAS 2.3 22 101.05 0.32 .57 40.38 31.97 InteractiveBrkrs IBKR 1.1 32 34.93 0.06 .10 28.10 15.28 LawsonProducts LAWS ... dd 19.75 0.70 ...
68.53 44.83 ManhattanAssoc MANH ... 27 47.50 +2.31 ... 85.49 67.74 Morningstar MORN 1.3 21 73.41 1.81 .23
177.93 96.63 InterceptPharm ICPT ... dd 112.27 4.88 ... 23.80 12.51 Mannatech MTEX 3.6 dd 13.90 0.75 .125 34.73 21.75 MotorcarParts MPAA ... 19 30.19 0.65 ...
60.90 34.69 HawaiianHoldings HA ... 12 51.25 2.05 ... 11.42 6.50 LayneChristensen LAYN ... dd 7.64 0.09 ...
102.30 51.97 InterDigital IDCC 1.5 9 82.10 3.85 .30 6.50 0.67 MannKind MNKD ... 1 1.13 +0.01 ... 5.52 2.55 MtnProvDiamonds MPVD ... dd 2.95 +0.15 ...
27.28 19.00 HawaiianTelcom HCOM ... dd 25.01 +0.82 ... 10.10 6.01 LeapTherap LPTX ... ... 7.56 +0.34 ...
21.00 14.56 Interface TILE 1.2 25 19.60 +0.50 .06 45.52 32.73 ManTechIntl MANT 2.2 25 37.95 0.08 .21 81.20 59.15 Multi-Color LABL .3 25 78.30 +0.15 .05
54.80 38.26 Hawkins HWKN 1.7 23 49.95 +1.15 .42 2.92 1.13 LegacyReserves LGCY ... dd 2.12 +0.07 ...
1.96 0.78 Intermolecular IMI ... dd .87 +0.02 ... 3.75 2.46 Marchex MCHX ... dd 2.96 0.01 ... 36.75 24.56 MutualFirstFin MFSF 2.0 17 32.80 0.25 .16
23.25 13.36 HawthornBcsh HWBK 1.4 16 20.25 +1.50 .07 44.94 23.88 LegacyTexasFin LTXB 1.7 18 35.30 0.29 .15
3.86 0.80 InterNAP INAP ... dd 3.24 0.13 ... 6.15 0.82 MarinusPharma MRNS ... dd 1.15 0.17 ... 50.40 33.60 Mylan MYL ... 38 37.94 1.00 ...
48.37 25.84 HaynesIntl HAYN 2.4 cc 36.32 +0.64 .22 33.22 13.52 LeMaitreVascular LMAT .7 50 29.94 0.97 .055
42.25 24.29 IntlBcshs IBOC 2.0 17 33.80 1.40 .33 200.90 132.87 MarketAxess MKTX .7 51 186.40 +0.01 .33 22.83 10.55 MyoKardia MYOK ... dd 13.35 0.65 ...
22.83 3.72 HealthInsInnov HIIQ ... 20 20.85 1.45 ... 159.75 67.47 LendingTree TREE ... 71 157.65 +6.35 ...
40.31 30.05 IntlSpeedwayA ISCA 1.2 21 35.50 0.25 .43 26.70 14.28 MarlinBusSvcs MRLN 2.3 20 24.80 0.30 .14 35.35 15.15 MyriadGenetics MYGN ... 47 21.08 1.07 ...
47.05 34.83 HealthcareSvcs HCSG 1.6 42 46.57 +0.88 .1875 19.62 12.19 LexiconPharm LXRX ... dd 14.50 1.42 ...
15.00 9.56 InternetGold IGLD ... dd 11.40 +0.30 ... 104.52 60.87 Marriott MAR 1.3 37 102.82 +0.37 .33
49.25 22.26 HealthEquity HQY ... 99 44.73 0.95 ... 90.80 55.30 LibertyBroadbandA LBRDA ... 13 82.17 1.42 ...
29.80 20.60 HealthStream HSTM ... cc 28.53 0.97 ... 11.00
25.10
6.70
7.65
InternetInitiat
IntersectENT XENT
IIJI ...
...
31
dd
9.70
22.75
+0.47
0.35
...
...
92.40 55.05 LibertyBroadbandC LBRDK ... 13 83.69 1.19 ...
27.05
25.38
18.56
15.58
MartenTransport
MartinMidstream
MRTN
MMLP
.4
10.8
23
27
23.75
18.60
0.35
0.60
.025
.50 N
22.69 16.55 HeartlandExp HTLD .4 28 19.08 0.09 .02 52.53 35.96 LibertyExpediaA LEXEA ... ... 51.05 +0.12 ...
5.75 1.70 Intersections INTX ... dd 5.09 0.51 ... 16.72 9.05 MarvellTech MRVL 1.5 cc 16.01 +0.48 .06
52.65 32.41 HeartlandFinUSA HTLF 1.0 15 45.30 1.70 .11 37.69 26.16 LibertyGlobal A LBTYA ... 18 30.12 0.17 ... 10.95 5.67 Napco Security NSSC ... 29 8.90 0.50 ...
14.15 4.80 Intevac IVAC ... cc 12.70 0.75 ... 104.71 47.95 Masimo MASI ... 15 85.67 +0.84 ...
27.10 16.23 Heidrick&Strug HSII 2.4 28 21.80 +0.45 .13 44.39 27.34 LibertyGlobal B LBTYB ... 19 31.40 +0.90 ... 42.56 26.67 NBT Bancorp NBTB 2.6 20 35.74 1.26 .23
45.20 7.85 Intra-Cellular ITCI ... dd 10.69 0.57 ... 20.00 13.15 MatchGroup MTCH ... 28 19.15 0.10 ...
106.18 77.50 HelenofTroy HELE ... 18 90.25 1.70 ... 37.00 25.86 LibertyGlobal C LBTYK ... 18 29.44 0.15 ... 19.60 10.98 NCI NCIT ... 57 18.45 +1.75 ...
9.65 4.12 Intricon IIN ... dd 7.75 0.90 ... 14.24 6.07 Materialise MTLS ... dd 12.65 1.30 ...
13.40 10.35 HemisphereMedia HMTV ... 25 11.20 +0.05 ... 42.03 19.10 LibertyLiLAC A LILA ... 12 20.51 0.52 ... 24.42 19.25 NCS Multistage NCSM ... ... 24.09 +3.22 ...
128.45 101.59 Intuit INTU 1.1 41 125.38 1.13 .34 23.45 8.55 MatrixService MTRX ... 24 8.85 0.95 ...
183.00 146.23 HenrySchein HSIC ... 27 177.81 +2.19 ... 43.49 19.33 LibertyLiLAC C LILAK ... 12 19.93 0.57 ... 76.16 59.07 NICE NICE .9 45 74.33 0.28 .16
874.54 610.71 IntuitiveSurgical ISRG ... 44 870.33 +26.61 ... 34.24 21.55 Mattel MAT 6.9 28 22.15 0.53 .38
14.87 9.91 HeritageCommerce HTBK 2.9 19 13.65 0.35 .10 26.98 17.62 LibertyQVC B QVCB ... 8 23.58 0.01 ... 25.90 18.53 NIC EGOV 1.6 24 20.40 0.35 .08
10.15 3.31 InventureFoods SNAK ... dd 4.22 +0.13 ... 4.65 2.50 Mattersight MATR ... dd 2.55 0.25 ...
16.75 9.95 HeritageCrystal HCCI ... 29 15.85 ... ... 27.25 17.24 LibertyQVC A QVCA ... 8 23.74 +0.07 ... 4.07 0.36 NII Holdings NIHD ... dd .53 +0.16 ...
22.90 14.96 Investar ISTR .4 21 22.45 0.30 .02 77.85 50.35 MatthewsIntl MATW 1.1 29 63.40 1.60 .17
27.30 16.40 HeritageFin HFWA 2.2 18 23.85 0.75 .13 56.33 36.85 LibertyVenturesB LVNTB ... 14 53.73 1.60 ... 12.55 5.02 NMI Holdings NMIH ... 9 10.50 0.35 ...
15.11 10.67 InvestorsBancorp ISBC 2.4 20 13.11 0.54 .08 47.15 33.39 MaximIntProducts MXIM 2.8 27 46.85 +0.82 .33
45.85 22.80 HibbettSports HIBB ... 10 23.85 0.60 ... 54.99 34.26 LibertyVenturesA LVNTA ... 13 50.91 1.12 ... 31.65 12.77 NN NNBR 1.0 45 27.50 1.90 .07
6.00 1.74 HighpowerIntl HPJ ... 11 4.45 1.20 ... 199.75 82.13 InvestorsTitle ITIC .7 16 188.83 0.17 .35 34.34 17.72 LibertyFormOne A FWONA ... ... 30.25 1.49 ...
11.94 3.85 MaxPoint MXPT ... dd 6.92 +0.16 ...
7.94 2.15 InVivoTherap NVIV ... dd 2.15 0.45 ... 6.48 4.20 MaxwellTechs MXWL ... dd 5.60 0.43 ... 107.83 73.62 NXP Semi NXPI ... 25 107.75 +0.88 ...
10.95 4.88 HimaxTechs HIMX 1.9 29 6.76 0.02 .13 35.40 17.47 LibertyFormOne C FWONK ... ... 30.85 2.30 ... 45.64 14.15 MazorRobotics MZOR ... dd 42.95 +2.73 ... 12.75 3.52 NabrivaTherap NBRV ... dd 9.79 +0.10 ...
203.01 120.25 HinghamSvg HIFS .7 16 174.80 0.81 .32 14.25 4.50 Invuity IVTY ... dd 7.35 0.90 ... 25.64 14.23 LibertyBraves A BATRA ... ... 23.92 0.39 ...
57.00 19.59 IonisPharma IONS ... dd 43.55 3.53 ... 39.86 26.88 McGrathRentCorp MGRC 3.1 21 34.01 1.90 .26 32.42 17.31 Nanometrics NANO ... 15 27.15 0.86 ...
4.47 1.45 Histogenics HSGX ... dd 1.70 +0.02 ... 25.38 13.92 LibertyBraves C BATRK ... ... 23.63 0.24 ... 8.20 1.60 MedallionFin MFIN 7.5 4 2.66 +0.33 .05 23.45 11.89 NanoStringTech NSTG ... dd 17.64 1.28 ...
23.55 15.08 HollysysAuto HOLI ... 13 16.88 +1.32 .20 1.89 0.98 iPass IPAS ... dd 1.28 +0.03 ... 41.39 29.26 LibertySirius A LSXMA ... ... 38.63 +2.03 ...
40.48 22.16 iRhythmTechs IRTC ... ... 35.50 +0.52 ... 55.95 30.80 Medicines MDCO ... dd 42.56 4.90 ... 21.00 2.94 NantHealth NH ... dd 3.08 0.14 ...
46.05 32.64 Hologic HOLX ... 16 43.00 +0.37 ... 41.20 28.60 LibertySirius B LSXMB ... ... 37.76 0.51 ... 8.00 4.85 MediciNova MNOV ... dd 5.51 +0.03 ... 9.60 2.71 NantKwest NK ... dd 3.46 0.52 ...
39.75 24.76 HomeBancorp HBCP 1.6 14 35.33 +0.07 .14 16.64 8.92 Iridex IRIX ... dd 9.03 0.44 ... 41.23 28.48 LibertySirius C LSXMK ... ... 38.41 +2.10 ...
11.54 6.80 IridiumComm IRDM ... 10 9.95 0.10 ... 72.13 41.65 MedidataSolutions MDSO ... cc 70.68 +1.43 ... 72.52 61.19 Nasdaq NDAQ 2.3 81 67.44 0.11 .38
29.69 18.32 HomeBancShares HOMB 1.5 18 23.95 0.13 .09 16.20 9.95 LibertyTax TAX 4.4 14 14.50 0.15 .16 8.58 4.25 MediWound MDWD ... dd 6.85 +0.55 ... 13.80 7.35 Natera NTRA ... dd 10.18 0.28 ...
33.70 18.74 HomeStreet HMST ... 11 27.30 +0.70 ... 94.24 33.90 iRobot IRBT ... 48 93.22 +3.23 ... 24.64 12.95 LibertyTripAdvA LTRPA ... 36 13.85 0.75 ...
18.54 11.10 IronwoodPharm IRWD ... dd 17.66 0.51 ... 38.94 21.76 Medpace MEDP ... 55 26.44 +0.77 ... 71.95 40.28 Nathan's NATH ... 36 62.90 6.15 ...
27.05 17.28 HomeTrustBcshs HTBI ... 42 24.60 +0.20 ... 71.00 50.60 LifePointHealth LPNT ... 16 61.95 0.42 ... 23.50 11.91 MelcoResorts MLCO 1.7 43 21.10 0.98 .09 2.88 1.61 NationalAmerUniv NAUH 7.4 dd 2.42 0.09 .045
46.60 20.29 HookerFurniture HOFT 1.1 19 42.45 2.40 .12 67.45 40.12 Itron ITRI ... 68 65.40 +0.35 ... 21.20 12.03 LifetimeBrands LCUT .9 15 18.55 0.85 .0425
36.95 19.80 IturanLocation ITRN 5.1 17 31.20 2.30 .40 52.80 38.75 MellanoxTech MLNX ... cc 47.10 0.05 ... 92.85 39.14 NationalBeverage FIZZ ... 43 87.50 +3.80 1.50
22.99 13.99 HopeBancorp HOPE 2.7 17 18.11 0.03 .12 18.48 8.68 LifewayFoods LWAY ... 47 10.13 +0.27 ... 297.95 126.10 MercadoLibre MELI .2 78 272.57 14.71 .15 16.10 7.22 NatlCineMedia NCMI 11.5 19 7.63 0.22 .22
15.45 11.00 HopFedBancorp HFBC 1.1 28 14.94 0.04 .04 139.79 87.50 LigandPharm LGND ... dd 113.81 +0.86 ... 40.00 22.32 NationalCommerce NCOM ... 22 37.15 0.75 ...
28.63 15.83 HorizonBancorp HBNC 1.8 21 25.06 0.92 .11 J 3.51 1.27 LimelightNetworks LLNW ... dd 3.05 0.10 ...
38.68
12.98
22.52
7.03
MercantileBank
MercerIntl
MBWM
MERC
2.3
4.1
17
20
31.21
11.15
0.75
...
.18
.115 26.99 18.04 NatlGeneral NGHC .7 18 21.44 0.31 .04
23.44 9.45 HorizonPharma HZNP ... dd 10.50 +0.31 ... 21.78 14.67 Limoneira LMNR 1.2 30 18.35 0.94 .055 41.49 20.13 MercurySystems MRCY ... 64 38.75 1.52 ... 37.13 25.90 NatlInstruments NATI 2.3 50 37.11 +0.96 .21
13.95 9.64 HorizonTechFin HRZN 10.7 dd 11.25 0.21 .10 9.75 4.28 JAKKS Pacific JAKK ... dd 4.35 0.45 ... 3.49 1.30 LincolnEduc LINC ... dd 3.07 +0.03 ... 20.55 13.66 MeridianBancorp EBSB 1.0 24 16.50 0.55 .04 25.25 12.53 NatlResearch A NRCIA 1.7 47 23.70 0.55 .10
13.76 6.42 Hortonworks HDP ... dd 12.41 1.01 ... 8.24 4.42 JA Solar JASO ... 4 7.20 0.12 ... 91.29 56.02 LincolnElectric LECO 1.6 30 89.15 +0.22 .35 20.68 10.75 MeridianBiosci VIVO 3.7 19 13.60 1.05 .125 46.37 32.18 NatlResearch B NRCIB 5.5 15 43.95 0.55 .60
32.68 24.89 HospitalityProp HPT 7.2 25 28.75 ... .52 143.21 99.52 J&JSnackFoods JJSF 1.3 32 130.75 1.29 .42 9.58 5.12 LionBiotech LBIO ... dd 5.80 0.20 ... 34.50 18.22 MeritMedical MMSI ... 50 33.55 +0.13 ... 20.84 14.25 NatlSecurity NSEC 1.3 21 15.28 +0.78 .05
17.73 9.15 HoughtonMifflin HMHC ... dd 12.40 0.10 ... 41.72 19.51 JD.com JD ... dd 41.06 +0.50 ... 11.49 6.04 LiquiditySvcs LQDT ... dd 6.70 0.05 ... 7.14 2.83 MerrimackPharm MACK ... dd 3.49 0.28 1.06 331.70 184.60 NatlWesternLife NWLI .1 10 299.60 9.90 .36
8.05 5.10 HoustonWire HWCC 1.9 dd 6.45 ... .03 6.00 1.82 JMU JMU ... ... 1.83 0.59 ... 173.14 107.64 Littelfuse LFUS .8 29 158.33 6.15 .33 33.63 7.26 Merus MRUS ... dd 19.78 0.83 ... 14.40 8.25 NaturalAlt NAII ... 7 9.95 +0.20 ...
52.50 33.70 HubGroup HUBG ... 17 34.30 1.50 ... 91.48 60.00 j2Global JCOM 1.8 27 81.50 3.29 .375 63.21 40.84 LivaNova LIVN ... dd 58.79 +1.42 ... 148.54 97.96 MesaLab MLAB .4 48 145.36 +6.88 .16 44.39 31.84 NatusMedical BABY ... 32 33.60 0.80 ...
2.41 1.00 HudsonGlobal HSON 14.1 dd 1.42 0.06 .05 100.84 79.00 JackHenry JKHY 1.2 30 100.64 +4.65 .31 25.65 12.68 LiveOakBcshs LOB .3 56 24.30 0.75 .02 12.50 3.50 Mesoblast MESO ... dd 8.99 0.75 ... 17.95 11.01 Navient NAVI 4.6 7 13.94 0.06 .16
102.38 75.71 JBHunt JBHT 1.1 22 84.14 1.73 .23 113.30 73.40 JackintheBox JACK 1.5 26 104.08 +3.78 .40 10.45 5.43 LivePerson LPSN ... dd 9.70 0.20 ... 106.90 48.25 MetaFinancial CASH .6 16 83.80 +0.35 .13 62.04 43.30 NavigatorsGroup NAVG .3 19 51.75 +1.40 .045
14.74 8.05 HuntingtonBcshs HBAN 2.5 19 12.57 0.19 .08 11.64 7.15 Jamba JMBA ... dd 7.26 0.73 ... 36.12 14.48 LogitechIntl LOGI 1.6 31 35.15 +0.25 .566 53.35 26.83 Methanex MEOH 2.7 29 44.20 +2.35 .30 24.88 11.41 NektarTherap NKTR ... dd 18.95 0.76 ...
34.55 24.80 Hurco HURC 1.4 18 28.30 0.25 .10 46.20 30.76 JamesRiver JRVR 3.0 15 39.96 0.90 .30 123.95 57.14 LogMeIn LOGM .9 dd 113.05 1.95 .25 31.37 19.00 Michaels MIK ... 11 19.82 1.19 ... 69.09 47.75 Neogen NEOG ... 57 61.08 +0.28 ...
65.00 39.15 HuronConsulting HURN ... 24 40.70 2.50 ... 163.75 95.80 JazzPharma JAZZ ... 23 149.15 4.64 ... 16.00 3.31 LonestarRscs LONE ... dd 4.27 +0.64 ... 81.73 47.81 MicrochipTech MCHP 1.8 cc 80.18 +1.18 .3615 11.35 4.85 NeosTherap NEOS ... dd 8.30 +0.75 ...
21.77 10.61 HutchisonChina HCM ... cc 20.22 +1.35 ... 23.15 14.76 JetBlue JBLU ... 11 21.28 +0.05 ... 42.20 33.85 LoralSpace LORL ... 13 37.50 +0.15 ... 29.87 10.28 MicronTech MU ... 50 27.82 1.11 ... 2.59 0.72 Neothetics NEOT ... dd 2.29 +0.14 ...
8.40 3.90 Hydrogenics HYGS ... dd 7.15 ... ... 5.35 3.50 JiveSoftware JIVE ... dd 5.28 +0.05 ... 49.95 17.14 LoxoOncology LOXO ... dd 46.14 +2.80 ... 57.97 29.68 Microsemi MSCC ... 25 48.16 1.28 ... 13.81 8.37 Net1UEPS UEPS ... 6 9.65 0.35 ...
46.98 24.03 JohnsonOutdoors JOUT .8 20 44.49 1.59 .09 81.81 48.10 lululemon LULU ... 22 49.29 3.83 ... 69.71 48.04 Microsoft MSFT 2.3 30 67.69 0.02 .39 43.14 22.89 NetApp NTAP 1.9 36 39.53 0.21 .19
I 29.29
8.00
16.33
3.65
JounceTherap
JuniperPharm
JNCE
JNP
...
...
...
7
21.90
4.05
3.55
0.35
...
...
56.70
23.75
21.72
17.64
Lumentum
Luminex
LITE
LMNX
...
...
dd
65
53.35
20.71
0.05
0.12
...
.06
207.28 161.90 MicroStrategy MSTR ... 23 183.78 1.53 ... 308.66 161.00 Netease NTES 1.5 20 286.75 +15.46 1.08
2.94 0.89 MicroVision MVIS ... dd 2.11 0.01 ... 161.78 84.50 Netflix NFLX ... cc 157.02 3.79 ...
104.14 52.23 IAC/InterActive IAC ... dd 103.19 +0.60 ... 49.72 17.52 JunoTherap JUNO ... dd 23.64 0.48 ... 17.99 10.67 LumosNetworks LMOS ... dd 17.77 0.03 ... 3.37 1.40 MidConEnergy MCEP ... dd 2.14 +0.02 ... 60.82 41.85 Netgear NTGR ... 19 43.05 1.55 ...
59.55 38.54 ICF Intl ICFI ... 20 47.40 +0.85 ... 28.95 15.52 MidPennBancorp MPB 1.9 14 26.85 0.25 .13 38.48 20.99 NetScout NTCT ... 96 34.65 0.10 ...
175.73 100.27 ICU Medical ICUI ... 30 163.15 0.90 ... K M 150.87 108.45 Middleby MIDD ... 24 128.69 5.99 ... 55.38 37.35 Neurocrine NBIX ... dd 52.79 0.84 ...
172.00 85.98 IdexxLab IDXX ... 60 161.63 1.59 ... 44.48 32.23 MiddlesexWater MSEX 2.5 25 33.50 1.09 .2113 30.45 15.10 NeuroDerm NDRM ... dd 21.48 2.17 ...
7.34 4.26 ID Systems IDSY ... dd 6.20 0.28 ... 4.89 3.31 KCAPFinancial KCAP 13.7 22 3.51 0.01 .12 57.30 29.56 Macom Tech MTSI ... dd 56.18 +7.63 ... 37.58 20.80 MidlandStBncp MSBI 2.3 15 34.38 0.89 .20 7.04 5.54 NY Mortgage NYMT 13.1 12 6.11 +0.01 .20
23.00 11.11 IES Holdings IESC ... 3 15.70 0.95 ... 13.57 8.07 KEYW KEYW ... dd 8.67 +0.41 ... 48.47 32.72 MB Fin MBFI 1.8 19 41.92 1.31 .19 39.20 26.50 MidWestOneFin MOFG 1.9 18 34.38 0.33 .165 25.17 9.66 NewLinkGenetics NLNK ... dd 14.78 2.64 ...
44.47 30.38 IHSMarkit INFO ... cc 44.30 +1.10 ... 104.22 66.88 KLA Tencor KLAC 2.1 17 101.78 +1.74 .54 12.25 6.96 MBT Fin MBTF 1.9 16 10.30 0.45 .05 36.46 26.99 MillerHerman MLHR 2.1 15 31.80 0.30 .17 14.68 10.54 NewsCorp A NWSA 1.6 dd 12.82 +0.11 .10
41.10 17.76 II-VI IIVI ... 25 30.40 1.55 ... 52.40 28.65 KLX KLXI ... 46 48.08 +0.97 ... 19.43 10.25 MCBCHoldings MCFT ... 20 19.21 0.04 4.30 27.25 7.59 Mimecast MIME ... dd 25.90 +1.61 ... 15.22 10.90 NewsCorp B NWS 1.5 dd 13.20 +0.15 .10
27.01 11.79 ILG ILG 2.2 10 26.73 +0.76 .15 23.92 10.29 K2MGroup KTWO ... dd 22.07 +0.35 ... 19.26 2.75 MDC Partners MDCA 9.7 dd 8.70 +0.35 .21 2.94 2.01 Mind CTI MNDO 12.7 12 2.52 ... .32 11.37 6.53 NewStarFinancial NEWS .9 16 8.96 0.72 .02
57.25 36.70 INC Research INCR ... 27 56.00 +0.90 ... 12.75 7.31 KVH Inds KVHI ... dd 8.95 0.70 ... 67.20 49.84 MGE Energy MGEE 1.9 28 63.40 1.00 .3075 29.75 12.99 Mindbody MB ... dd 28.20 +1.65 ... 17.65 11.83 NewtekBusSvcs NEWT 9.1 9 17.52 +0.36 .40
44.71 25.10 INTL FCStone INTL ... 13 34.12 0.92 ... 94.65 69.41 KaiserAlum KALU 2.5 14 80.77 0.69 .50 58.00 26.62 MGPIngredients MGPI .3 28 53.75 +0.34 .04 15.84 3.45 MinervaNeurosci NERV ... dd 8.00 +0.50 ... 73.90 44.75 NexstarMedia NXST 2.1 25 57.60 1.50 .30
143.81 76.22 IPG Photonics IPGP ... 26 135.97 2.68 ... 20.02 6.09 KalVistaPharm KALV ... dd 7.00 0.28 ... 82.25 35.74 MKS Instrum MKSI .9 28 78.85 1.45 .175 4.90 1.12 MirnaTherap MIRN ... dd 1.39 0.61 ... 6.76 2.75 NexvetBiopharma NVET ... dd 6.62 +0.01 ...
54.45 32.66 IRSA Prop IRCP 2.8 13 46.10 +0.65 .639 7.34 3.60 Kamada KMDA ... dd 6.85 0.45 ... 17.70 12.82 MSB Fin MSBF ... 61 17.05 0.20 ... 12.00 4.35 Misonix MSON ... dd 10.15 0.45 ... 12.50 8.11 NicholasFin NICK ... 12 8.37 1.22 ...
15.25 9.59 IXYS IXYS 1.1 26 14.70 0.15 .04 8.09 3.40 KandiTech KNDI ... dd 4.00 0.05 ... 18.50 15.02 MTGEInvestment MTGE 10.1 8 17.90 +0.25 .45 5.14 2.65 MitchamIndustries MIND ... dd 3.97 0.46 ... 9.35 2.00 NivalisTherap NVLS ... dd 2.32 0.08 ...
91.10 55.15 Iberiabank IBKC 1.8 18 78.50 1.70 .36 14.63 6.27 KaryopharmTherap KPTI ... dd 9.95 +0.21 ... 59.00 41.53 MTS Systems MTSC 2.2 44 53.35 +0.35 .30 8.52 5.81 MitelNetworks MITL ... dd 6.72 +0.19 ... 10.47 3.16 Noodles NDLS ... dd 4.75 0.08 ...
64.46 45.18 IcahnEnterprises IEP 12.2 dd 49.11 0.68 1.50 16.10 12.14 KearnyFinancial KRNY .9 67 14.00 0.80 .03 43.77 21.84 MYR Group MYRG ... 23 28.34 2.59 ... 38.13 23.40 MobileMini MINI 3.3 26 27.75 +0.50 .227 131.40 75.12 Nordson NDSN .8 27 129.30 0.01 .27
Nasdaq Issues
19.25 10.50 NortheastBancorp NBN .2 16 18.95 +0.65 .01 90.49 59.98 PapaJohn's PZZA 1.0 28 78.18 3.88 .20 17.74 10.54 Radware RDWR ... dd 17.30 +0.15 ... 17.92 10.23 ShoreBancshares SHBI 1.3 20 15.64 0.53 .05 11.84 8.75 THL Credit TCRD 11.2 14 9.65 0.15 .27
19.30 10.00 NorthernTechsIntl NTIC ... cc 16.30 0.60 ... 8.33 3.56 PapaMurphy's FRSH ... dd 5.01 +0.19 ... 14.78 5.66 RamacoRscs METC ... ... 6.52 +0.20 ... 8.56 5.55 ShoreTel SHOR ... dd 6.05 0.15 ... 8.19 5.01 TICC Capital TICC 11.3 3 7.09 0.04 .20
92.29 61.32 NorthernTrust NTRS 1.7 20 86.94 2.72 .38 25.00 9.80 ParatekPharma PRTK ... dd 21.55 1.40 ... 14.50 11.28 Rambus RMBS ... cc 12.08 0.17 ... 54.60 41.91 Shutterfly SFLY ... cc 49.85 1.71 ... 68.88 40.50 T-MobileUS TMUS ... 35 66.37 +0.82 ...
20.59 14.31 NorthfieldBanc NFBK 1.9 24 16.71 0.60 .08 80.20 51.16 Parexel PRXL ... 35 79.15 +2.55 ... 126.55 67.54 RandgoldRscs GOLD 1.1 37 95.06 +1.83 1.00 10.37 5.60 Sientra SIEN ... dd 7.58 0.09 ... 23.30 11.31 TPIComposites TPIC ... 7 15.87 0.45 ...
33.00 24.35 NorthrimBanCorp NRIM 2.9 14 29.45 0.45 .21 47.00 26.26 Park-Ohio PKOH 1.4 11 35.40 +0.10 .125 16.50 12.06 RandolphBancorp RNDB ... cc 15.15 +0.09 ... 29.50 15.61 SierraBancorp BSRR 2.3 18 24.09 0.67 .14 7.86 3.00 TraconPharm TCON ... dd 3.20 0.20 ...
19.10 13.91 NorthwestBcshs NWBI 4.2 32 15.37 0.20 .16 12.72 6.68 ParkSterling PSTB 1.4 25 11.52 0.23 .04 19.29 10.63 Rapid7 RPD ... dd 17.84 0.35 ... 6.70 1.17 SierraOncology SRRA ... dd 1.20 0.05 ... 78.95 62.97 TRowePrice TROW 3.2 14 70.63 0.63 .57
19.55 8.71 NorthwestPipe NWPX ... dd 13.79 1.68 ... 6.41 4.00 PartnerComms PTNR ... 58 5.02 0.32 ... 32.65 17.40 RavenIndustries RAVN 1.6 59 32.20 +1.20 .13 30.60 12.30 SierraWireless SWIR ... 61 26.80 1.30 ... 17.86 6.60 TTM Tech TTMI ... 24 15.90 0.45 ...
56.29 34.16 NorwegianCruise NCLH ... 18 49.34 2.16 ... 86.10 46.18 PatrickIndustries PATK ... 17 66.75 2.85 ... 8.91 1.90 RealIndustry RELY ... dd 3.03 0.18 ... 1.20 0.71 SifyTech SIFY ... 18 .81 0.07 .0148 9.49 3.15 T2Biosystems TTOO ... dd 3.23 0.24 ...
42.95 27.46 NorwoodFin NWFL 3.3 22 39.00 +0.94 .32 16.50 12.80 PatriotNatlBncp PNBK ... 21 15.86 0.64 ... 5.45 3.97 RealNetworks RNWK ... dd 4.21 0.08 ... 8.60 5.20 SigmaDesigns SIGM ... dd 6.15 0.15 ... 16.85 10.39 TabulaRasaHlth TRHC ... dd 11.93 0.72 ...
5.15 0.38 NovaLifestyle NVFY ... 23 1.39 +0.02 ... 27.32 19.00 PatriotTransport PATI ... 15 20.50 0.05 ... 38.25 20.01 RealPage RP ... cc 33.70 1.40 ... 164.23 113.53 SignatureBank SBNY ... 18 139.27 2.11 ... 25.15 10.00 TactileSystems TCMD ... cc 24.65 +1.42 ...
26.22 10.67 NovaMeasuring NVMI ... 35 24.74 +0.94 ... 25.13 18.68 PatternEnergy PEGI 7.6 dd 22.00 +0.20 .418 41.60 11.03 ReataPharm RETA ... dd 24.73 +2.92 ... 64.98 47.16 SilganHoldings SLGN .6 24 61.68 0.69 .09 70.53 35.00 TakeTwoSoftware TTWO ... cc 67.58 0.40 ...
12.74 6.00 NovadaqTech NVDQ ... dd 7.24 0.38 ... 50.40 36.46 Patterson PDCO 2.4 23 42.79 0.65 .26 74.11 40.85 RedRobin RRGB ... cc 72.95 +15.30 ... 55.66 25.48 Silicom SILC 2.0 27 50.45 1.03 1.00 34.49 21.02 Talend TLND ... dd 32.01 +0.05 ...
30.90 3.52 Novan NOVN ... dd 5.03 +0.15 ... 29.76 16.77 PattersonUTIEn PTEN .4 dd 22.82 +2.06 .02 24.67 19.04 RedRockResorts RRR 1.7 27 23.73 0.30 .10 77.25 44.52 SiliconLab SLAB ... 44 72.95 0.90 ... 8.81 0.87 TandemDiabetes TNDM ... dd .91 ... ...
32.80 14.40 Novanta NOVT ... 21 32.60 +0.85 ... 63.03 51.71 Paychex PAYX 3.2 26 57.51 +0.38 .46 462.96 325.35 RegenPharm REGN ... 54 450.01 +7.96 ... 56.25 37.37 SiliconMotion SIMO 1.6 16 49.35 +0.15 .20 8.90 6.85 TandyLeather TLF ... 13 8.75 +0.10 ...
8.49 0.73 Novavax NVAX ... dd 1.04 +0.04 ... 49.65 29.69 PaylocityHolding PCTY ... cc 43.93 0.71 ... 6.25 0.94 RegulusTherap RGLS ... dd 1.45 ... ... 8.36 6.92 Siliconware SPIL 1.9 21 8.22 +0.29 .1559 20.29 9.76 TarenaIntl TEDU ... 31 18.49 1.24 ...
13.80 6.10 NovelionTherap NVLN ... dd 9.14 0.21 ... 50.35 34.00 PayPal PYPL ... 42 49.39 +0.02 ... 26.57 16.90 Reis REIS 3.7 cc 18.20 0.65 .17 15.84 7.70 SilverStandard SSRI ... 15 10.11 0.10 ... 12.25 6.60 TatTechnologies TATT 2.8 cc 12.15 +1.15 .3398
14.30 5.95 Novocure NVCR ... dd 11.55 0.25 ... 6.20 3.11 PeakResorts SKIS 5.7 dd 4.90 0.50 .07 44.65 30.21 Renasant RNST 1.8 19 40.60 1.10 .18 14.50 11.07 SilvercrestAsset SAMG 3.9 18 12.20 0.90 .12 99.30 65.31 TechData TECD ... 17 92.78 2.54 ...
68.88 4.68 NovusThera NVUS ... dd 5.46 0.67 ... 33.68 17.90 PeapackGladFinl PGC .7 17 29.49 0.88 .05 12.65 7.90 RenewableEnergy REGI ... 13 11.40 0.25 ... 67.00 42.54 SimmonsFirstNat SFNC 1.9 17 51.35 1.15 .25 9.94 6.73 TechTarget TTGT ... cc 9.03 0.05 ...
19.93 13.44 NuanceComms NUAN ... dd 18.86 0.26 ... 58.40 24.71 Pegasystems PEGA .2 cc 56.50 +0.80 .03 13.73 7.76 Rent-A-Center RCII 2.9 dd 10.92 0.67 .08 43.05 24.15 SinclairBroadcast SBGI 2.2 11 33.10 1.80 .18 10.15 4.49 TeleNav TNAV ... dd 8.45 +0.30 ...
9.01 3.98 NumereX NMRX ... dd 4.00 0.29 ... 19.57 11.93 PennNational PENN ... 21 19.36 +0.44 ... 39.96 21.11 Repligen RGEN ... cc 38.31 0.53 ... 6.45 4.60 SinovacBiotech SVA ... dd 4.64 0.55 ... 40.45 24.45 Teletech TTEC 1.1 44 39.10 +2.35 .22
46.78 14.38 Nutanix NTNX ... dd 16.00 0.36 ... 61.97 15.00 PennVirginia PVAC ... 1 44.03 +0.23 ... 40.74 26.31 RepublicBcpKYA RBCAA 2.6 15 34.03 0.86 .22 5.53 3.74 SiriusXM SIRI .8 33 4.91 +0.10 .01 9.21 5.21 Teligent TLGT ... dd 8.69 0.18 ...
37.90 22.03 NutraceuticalIntl NUTR 1.8 14 28.00 1.75 .125 8.68 6.14 PennantPark PNNT 9.5 6 7.61 0.10 .18 9.65 3.70 RepublicFirstBncp FRBK ... 73 8.80 ... ... 20.95 1.62 SkyPeopleFruit SPU ... dd 2.55 0.24 ... 4.95 2.45 TerraFormGlobal GLBL ... dd 4.80 +0.05 ...
57.50 22.97 Nutrisystem NTRI 1.4 37 50.35 +1.00 .175 52.65 38.12 PennsWoodsBncp PWOD 4.8 15 38.81 0.16 .47 19.80 12.41 ResourcesConnect RECN 3.3 21 13.20 0.15 .11 39.85 23.15 SkyWest SKYW .9 dd 34.45 0.50 .08 14.69 7.23 TerraFormPower TERP ... dd 12.27 +0.07 ...
77.88 53.05 Nuvasive NUVA ... 73 70.88 0.39 ... 19.90 14.24 PennTexMidstream PTXP 5.9 80 19.88 +3.45 .295 23.05 18.45 RetailOppor ROIC 3.8 60 19.65 0.29 .1875 105.51 57.11 Skyworks SWKS 1.1 21 103.87 +1.35 .28 2.98 0.21 TerraVia TVIA ... dd .31 +0.04 ...
9.92 4.63 Nuvectra NVTR ... dd 9.40 +0.75 ... 20.13 13.80 People'sUtdFin PBCT 4.1 18 16.77 0.32 .1725 12.93 6.83 RetailMeNot SALE ... dd 11.58 ... ... 21.99 10.23 SmartSand SND ... ... 12.70 +0.51 ... 34.00 25.65 TerritBanc TBNK 2.7 17 29.86 0.41 .20
138.22 43.75 NVIDIA NVDA .4 45 136.00 +8.11 .14 35.43 19.55 PeoplesBncpOH PEBO 2.6 18 30.75 1.36 .20 24.57 15.88 Retrophin RTRX ... dd 17.03 0.63 ... 40.85 29.51 Snyders-Lance LNCE 1.8 42 36.47 +0.32 .16 9.65 4.90 Tesco TESO ... dd 5.10 +0.15 ...
30.80 16.42 NxstageMed NXTM ... dd 21.40 0.60 ... 31.40 18.90 PeoplesBncpNC PEBK 1.8 17 27.40 1.10 .12 24.30 12.35 RevanceTherap RVNC ... dd 20.60 +0.45 ... 57.68 18.72 SodaStream SODA ... 22 52.92 1.30 ... 327.66 178.19 Tesla TSLA ... dd 310.83 13.98 ...
50.54 35.78 PeoplesFinSvcs PFIS 3.1 15 40.54 1.74 .31 9.35 1.15 ReWalkRobotics RWLK ... dd 1.20 +0.02 ... 46.89 32.60 Sohu.com SOHU ... dd 46.13 +6.60 ... 16.25 9.75 TesscoTech TESS 5.4 82 14.70 0.10 .20
O 8.95
22.66
4.18
14.15
Perceptron
Perficient
PRCP
PRFT
...
...
dd
32
7.84
16.47
+0.21
+0.10
...
...
7.24
4.38
5.10
1.94
RichardsonElec
RigelPharm
RELL
RIGL
4.0
...
dd
dd
6.07
2.52
+0.05
0.16
.06
...
22.94
18.46
18.15
15.06
SolarCapital
SolarSeniorCap
SLRC
SUNS
7.4
8.2 11
9 21.50
17.17
0.41
0.83
.40
.1175
46.93
9.93
28.01
3.11
TetraTech
TetraphasePharm
TTEK
TTPH
.9
...
23
dd
44.00
7.54
1.80
0.39
.10
...
4.07 1.50 PerformantFin PFMT ... dd 2.39 +0.02 ... 12.85 7.17 RightsideGroup NAME ... dd 8.97 0.53 ... 22.95 11.35 SolarEdgeTech SEDG ... 13 17.80 +0.15 ... 93.35 41.47 TexasCapBcshs TCBI ... 22 75.35 0.20 ...
3.33 1.37 OHAInvestment OHAI 5.3 dd 1.50 0.01 .02 31.20 21.12 Sonic SONC 2.0 21 28.41 0.50 .14
12.15 6.46 OPKOHealth OPK ... dd 6.61 0.58 ... 2.38 0.94 PerionNetwork PERI ... 33 1.47 +0.12 ... 23.90 10.86 RigNet RNET ... dd 17.10 0.05 ... 82.92 57.47 TexasInstruments TXN 2.5 22 80.30 0.39 .50
9.30 6.35 Perma-PipeIntl PPIH ... dd 7.60 0.35 ... 8.16 4.58 RiverviewBncp RVSB 1.2 20 6.61 0.34 .02 10.00 5.51 SonusNetworks SONS ... dd 7.69 0.29 ... 51.79 37.23 TexasRoadhouse TXRH 1.7 30 48.59 +0.55 .21
10.98 7.15 Orbcomm ORBC ... dd 9.55 +0.07 ... 7.66 4.65 SotherlyHotels SOHO 6.4 73 6.54 +0.35 .105
292.84 239.12 OReillyAuto ORLY ... 23 251.36 4.14 ... 10.40 1.83 PernixTherap PTX ... dd 4.59 1.26 ... 5.90 1.70 RocketFuel FUEL ... dd 2.96 0.19 ... 8.20 4.41 TheBancorp TBBK ... dd 6.22 0.33 ...
29.00 17.14 PerryEllis PERY ... 22 18.66 0.24 ... 10.58 3.55 RockwellMedical RMTI ... dd 6.77 +0.14 ... 93.40 63.83 SouthState SSB 1.6 22 83.30 1.45 .33 2.20 0.92 The9 NCTY ... dd .95 0.06 ...
81.55 49.00 OSI Systems OSIS ... 59 77.01 0.53 ... 38.55 22.30 SouthernFirstBcsh SFST ... 18 34.65 ... ...
2.80 1.40 O2MicroIntl OIIM ... dd 2.07 0.08 ... 5.02 2.60 PershingGold PGLC ... dd 2.90 +0.04 ... 15.70 9.95 RockyBrands RCKY 3.2 dd 13.85 0.45 .11 41.48 18.91 TheravanceBio TBPH ... dd 36.83 1.39 ...
35.81 17.70 PetMedExpress PETS 2.2 30 35.65 +1.45 .20 13.23 9.50 RockyMtnChoc RMCF 4.2 13 11.56 0.29 .12 37.00 21.31 SoMO Bancorp SMBC 1.3 15 31.67 0.38 .10 1.28 0.61 TheStreet TST ... dd .92 ... ...
15.88 8.27 ObalonTherap OBLN ... ... 10.10 0.55 ... 18.48 11.60 SoNtlBcpVA SONA 1.9 21 16.43 0.41 .08
14.70 6.11 ObsEva OBSV ... ... 9.04 +1.64 ... 35.15 17.96 PhibroAnimal PAHC 1.2 21 34.10 +0.60 .10 16.00 2.88 RokaBioscience ROKA ... dd 3.02 0.27 ... 17.65 10.77 TiGenix TIG ... dd 17.03 ... ...
12.10 8.20 Photronics PLAB ... 39 10.10 1.20 ... 69.81 52.00 RossStores ROST 1.0 21 62.20 1.29 .16 38.99 27.40 SouthsideBcshs SBSI 3.3 18 33.44 1.01 .2732 22.40 15.05 TileShop TTS 1.0 54 20.55 +0.20 .05
3.38 0.17 OceanRigUDW ORIG ... dd .23 0.03 ... 29.70 15.30 SouthwestBncpOK OKSB 1.3 22 24.60 0.45 .08
30.70 17.50 OceanFirstFin OCFC 2.3 24 26.60 0.61 .15 26.22 17.15 PilgrimPride PPC ... 14 23.82 1.05 ... 4.66 2.16 RoyalBcshsPA A RBPAA ... 13 4.08 0.17 ... 23.43 14.23 TimberlandBncp TSBK 1.9 14 22.60 +0.42 .11
22.10 10.01 PinnacleEnt PNK ... dd 18.90 1.68 ... 87.74 52.69 RoyalGold RGLD 1.2 50 78.80 +1.74 .24 29.00 16.95 SpanAmMed SPAN 2.2 16 28.90 0.04 .16 16.80 8.68 TitanMachinery TITN ... dd 15.15 +0.10 ...
3.15 0.52 OceraTherap OCRX ... dd 1.15 +0.01 ... 38.70 22.57 SparkEnergy SPKE 3.8 22 38.25 +3.60 .3625
11.30 4.29 Oclaro OCLR ... 17 8.50 0.52 ... 71.85 44.61 PinnacleFinPtrs PNFP .9 20 60.60 0.80 .14 39.21 20.02 RushEnt A RUSHA ... 28 36.31 0.80 ... 34.75 11.15 TivityHealth TVTY ... dd 32.35 1.10 ...
6.22 1.67 Pixelworks PXLW ... ... 5.48 0.37 ... 35.74 19.27 RushEnt B RUSHB ... 25 33.35 0.17 ... 65.99 35.07 SparkTherap ONCE ... dd 53.55 3.92 ... 23.40 15.06 TiVo TIVO 4.5 73 15.95 0.85 .18
12.43 4.04 OcularTherapeutix OCUL ... dd 10.38 +0.74 ... 10.50 5.52 SpartanMotors SPAR 1.2 41 8.55 0.45 .05
5.54 3.01 OfficeDepot ODP 2.0 6 5.03 0.12 .025 12.00 9.81 PlayaHotels PLYA ... dd 10.25 0.17 ... 21.55 13.74 RuthsHospitality RUTH 1.7 22 21.30 +0.35 .09 17.95 10.25 Tocagen TOCA ... ... 15.69 0.57 ...
0.82 0.71 PlayaHotelsWt PLYAW ... ... .77 0.02 ... 101.48 66.09 Ryanair RYAAY ... 17 100.62 +2.43 ... 40.38 25.29 SpartanNash SPTN 1.8 24 35.72 0.78 .165 29.50 3.30 TonixPharm TNXP ... dd 4.31 +0.20 ...
33.95 21.55 OhioValleyBanc OVBC 2.5 21 33.80 +2.60 .21 30.15 16.43 Spectranetics SPNC ... dd 27.60 0.65 ...
26.90 22.60 Okta OKTA ... ... 24.24 +0.54 ... 58.74 41.13 Plexus PLXS ... 17 50.02 0.62 ... 25.40 11.25 TowerSemi TSEM ... 14 25.25 +0.64 ...
8.00 3.21 SpectrumPharm SPPI ... dd 5.75 0.28 ...
.10 123.13 87.02 Pool POOL 1.2 33 119.17 1.09 .37 S 4.20 2.10 TownSports CLUB ... 9 4.00 ... ...
94.97 56.74 OldDomFreight ODFL .5 24 85.99 +2.00 60.40 37.17 SpiritAirlines SAVE ... 16 53.82 1.27 ...
18.95 11.58 OldNatlBncp ONB 3.2 15 16.15 0.35 .13 45.96 26.72 Popular BPOP 2.6 18 38.15 1.83 .25 34.55 20.10 TowneBank TOWN 1.8 25 29.35 1.15 .13
42.74 15.68 PortolaPharm PTLA ... dd 38.88 2.62 ... 69.23 49.36 Splunk SPLK ... dd 65.93 1.45 ... 97.00 57.42 TractorSupply TSCO 1.9 18 57.57 2.50 .27
12.75 6.37 Old2ndBcp OSBC .3 20 11.45 0.15 .01 39.84 23.06 S&T Bancorp STBA 2.4 16 33.45 1.44 .20 22.60 16.05 SpokHoldings SPOK 2.9 30 16.95 0.30 .125
41.30 22.25 Ollie'sBargain OLLI ... 42 40.45 +1.00 ... 14.55 10.50 Potbelly PBPB ... 35 10.75 0.20 ... 136.34 102.29 SBA Comm SBAC ... cc 132.80 +5.27 ... 54.50 22.00 TradeDesk TTD ... 92 50.07 1.83 ...
48.85 31.29 Potlatch PCH 3.4 66 44.35 0.20 .375 11.30 3.86 SportsmansWrhs SPWH ... 8 5.70 +0.53 ... 4.21 1.55 TransWorldEnt TWMC ... 36 1.85 +0.03 ...
31.19 16.52 OlympicSteel ZEUS .5 27 17.45 +0.40 .02 5.51 1.55 SCYNEXIS SCYX ... dd 1.60 0.09 ... 25.60 17.38 SproutsFarmersMkt SFM ... 28 24.07 +0.18 ...
64.91 31.73 OmegaFlex OFLX ... 37 58.95 +0.95 .85 47.24 30.49 PowellIndustries POWL 3.2 40 32.10 2.19 .26 52.60 42.12 SEI Investments SEIC 1.1 24 50.08 1.10 .28 9.40 5.90 TransActTechs TACT 4.3 16 8.35 ... .09
11.50 5.06 StaarSurgical STAA ... dd 9.55 +0.05 ...
17.19 7.20 Omeros OMER ... dd 16.07 +1.19 ... 72.65 46.38 PowerIntegrations POWI .9 36 65.30 1.25 .14 16.23 12.30 SI Financial SIFI 1.3 16 15.05 +0.20 .05 14.05 8.26 Transcat TRNS ... 19 12.00 0.28 ...
136.00 68.82 Stamps.com STMP ... 23 120.85 +4.45 ...
42.35 30.33 Omnicell OMCL ... dd 40.95 +0.10 ... 58.12 27.07 PreferredBankLA PFBC 1.5 18 49.64 2.92 .18 103.40 42.43 Sina SINA ... 31 102.11 +18.61 ... 2.25 1.37 TransGlobeEner TGA ... dd 1.60 +0.10 ...
3.65 0.76 StanleyFurniture STLY ... dd 1.12 +0.06 .25
16.06 8.11 ON Semi ON ... 30 15.42 +0.60 ... 61.21 35.81 PreformedLine PLPC 1.6 18 49.83 +4.37 .20 13.20 5.56 SLM SLM ... 19 10.93 0.26 ... 9.23 3.85 TravelCenters TA ... dd 3.95 0.70 ...
10.25 7.24 Staples SPLS 5.5 dd 8.72 0.53 .12
5.49 1.34 Oncobiologics ONS ... dd 1.37 0.71 ... 22.09 14.36 PremierFinBncp PFBI 3.1 16 19.27 0.64 .15 1.85 1.12 SMTC SMTX ... dd 1.17 0.03 ... 13.27 7.50 Travelzoo TZOO ... 32 10.10 +0.20 ...
13.40 2.61 StarBulkCarriers SBLK ... dd 8.90 +0.69 ...
1.67 0.05 OncobiologicsWtA ONSIW ... ... .41 0.46 ... 35.06 28.27 Premier PINC ... cc 34.60 0.26 ... 7.80 1.58 SORL AutoParts SORL ... 7 7.13 +2.59 ... 8.03 3.07 Trevena TRVN ... dd 3.09 0.14 ...
61.94 50.84 Starbucks SBUX 1.6 31 61.36 +1.43 .25
1.90 0.12 OncobiologicsWtB ONSIZ ... ... .14 0.34 ... 5.50 2.28 Presbia LENS ... dd 2.77 +0.20 ... 7.20 0.34 SPI Energy SPI ... ... .40 0.15 ... 27.97 19.54 StateAutoFin STFC 1.6 77 24.69 +0.13 .10 37.45 23.90 TriCoBancshares TCBK 1.7 17 34.84 0.64 .15
15.35 3.25 OncoMedPharm OMED ... dd 3.62 +0.13 ... 16.38 12.75 Presidio PSDO ... ... 13.06 1.36 ... 38.55 21.10 SPPlus SP ... 22 28.65 0.80 ... 16.99 9.90 StateNational SNC 1.5 13 16.12 +0.52 .06 24.25 16.28 TriMas TRS ... dd 21.85 0.65 ...
11.40 7.23 1-800-FLOWERS FLWS ... 29 10.25 0.15 ... 1927.13 1148.06 Priceline PCLN ... 41 1808.28 9.90 ... 74.85 48.11 SPS Commerce SPSC ... cc 58.23 0.78 ... 9.70 2.25 SteadyMed STDY ... dd 7.15 +0.13 ... 36.15 23.50 Trimble TRMB ... 56 35.53 0.05 ...
1.81 1.18 180DegreeCap TURN ... dd 1.61 0.03 ... 94.86 75.80 PriceSmart PSMT .8 30 88.70 0.65 .35 .0625 13.68 5.20 TrinityBiotech TRIB ... 20 5.32 0.03 ...
38.18 26.15 SS&C Tech SSNC .7 44 36.94 +0.22 5.18 2.65 StealthGas GASS ... dd 3.14 +0.01 ...
9.00 5.65 1347 Property PIH ... 32 7.43 +0.08 ... 3.93 1.70 PrimaBiomed PBMD ... dd 2.46 +0.05 ... 198.83 82.90 SVB Fin SIVB ... 23 175.69 6.22 ... 40.17 22.79 SteelDynamics STLD 1.8 16 34.22 +0.08 .155 71.69 40.45 TripAdvisor TRIP ... 63 44.08 2.17 ...
35.21 27.64 OpenText OTEX 1.6 7 32.25 +0.09 .132 15.39 10.25 PrimoWater PRMW ... dd 11.08 0.06 ... 29.10 19.30 SabraHealthcare SBRA 7.1 17 24.08 0.24 .43 9.23 1.00 SteinMart SMRT 25.1 dd 1.20 0.72 .075 26.30 12.14 TriStateCapital TSC ... 23 24.35 0.45 ...
65.96 2.44 Ophthotech OPHT ... dd 2.46 0.08 ... 29.19 16.13 PrimorisSvcs PRIM 1.0 37 22.90 0.76 .055 29.63 20.09 Sabre SABR 2.5 30 22.81 1.44 .14 107.74 71.52 Stericycle SRCL ... 46 83.56 0.91 ... 27.95 15.18 TriumphBancorp TBK ... 15 21.25 0.05 ...
9.80 5.97 Optibase OBAS ... cc 9.00 +0.95 ... 60.43 34.00 PrivateBancorp PVTB .1 23 59.94 +0.38 .01 85.05 4.13 SAExploration SAEX ... dd 4.36 0.19 ... 11.30 4.37 SterlingCnstr STRL ... dd 10.30 0.62 ... 21.89 10.88 trivago TRVG ... 54 19.01 +1.18 ...
3.80 2.14 OpticalCable OCC ... dd 2.80 +0.10 ... 11.72 4.00 ProgenicsPharm PGNX ... 64 6.99 0.19 ... 75.05 56.49 SafetyInsurance SAFT 4.2 16 66.45 +0.10 .70 40.55 32.14 StevenMadden SHOO ... 19 37.25 +0.35 ... 17.93 8.76 tronc TRNC ... 39 10.95 1.12 ...
38.19 18.20 OpusBank OPB 3.6 cc 22.45 +0.60 .20 32.47 24.20 ProgressSoftware PRGS 1.7 dd 28.97 0.48 .125 75.49 26.55 SageTherap SAGE ... dd 65.54 5.54 ... 48.05 26.53 StockYardsBncp SYBT 2.2 20 36.95 1.80 .20 18.76 6.51 TrueCar TRUE ... dd 17.51 +0.24 ...
15.72 5.57 OraSureTechs OSUR ... 28 14.52 0.44 ... 88.48 52.88 Proofpoint PFPT ... dd 82.18 +2.03 ... 50.80 23.27 Saia SAIA ... 23 43.65 +0.85 ... 48.53 30.56 StonegateBank SGBK .7 21 45.40 +0.44 .08 18.11 11.15 Trupanion TRUP ... dd 16.85 +0.01 ...
37.48 23.74 Orbotech ORBK ... 22 36.72 0.31 ... 8.70 3.55 ProQR Therap PRQR ... dd 5.05 0.05 ... 8.25 5.00 SalemMedia SALM 3.7 20 7.05 1.10 .065 30.88 16.37 Stratasys SSYS ... dd 27.98 1.98 ... 9.00 6.00 TrustcoBank TRST 3.5 17 7.50 0.25 .0656
6.49 1.65 OrexigenTherap OREX ... dd 3.15 0.16 ... 9.58 7.07 ProspectCapital PSEC 12.2 10 8.20 +0.19 .0833 117.27 74.07 SandersonFarms SAFM .8 13 115.30 +2.60 .24 49.81 23.00 Strattec STRT 1.8 19 31.35 1.45 .14 36.79 22.95 Trustmark TRMK 3.0 19 31.10 1.01 .23
4.99 2.48 OrganovoHoldings ONVO ... dd 2.79 0.03 ... 26.36 9.01 ProtagonistTherap PTGX ... dd 10.59 +0.14 ... 45.64 27.06 SandySpringBncp SASR 2.6 18 39.55 2.34 .26 36.06 15.75 StratusProp STRS ... dd 28.10 +0.45 1.00 8.11 1.80 TuesdayMorning TUES ... dd 2.00 0.23 ...
3.19 1.55 OriginAgritech SEED ... dd 1.63 0.12 ... 11.45 1.25 ProteonTherap PRTO ... dd 1.35 0.10 ... 74.69 40.75 Sanfilippo JBSS ... 20 64.28 0.43 2.50 94.34 43.50 StrayerEd STRA 1.1 29 87.95 2.80 .25 10.75 7.62 Tuniu TOUR ... dd 8.10 0.08 ...
19.00 15.27 OritaniFinancial ORIT 4.2 13 16.50 0.35 .175 20.63 3.50 ProteostasisTher PTI ... dd 3.76 0.72 ... 8.60 2.65 SangamoTherap SGMO ... dd 7.80 0.40 ... 6.24 2.00 StrongbridgeBio SBBP ... dd 4.50 +0.05 ... 2.00 0.76 TurtleBeach HEAR ... dd .80 0.07 ...
48.25 32.51 OrthofixIntl OFIX ... dd 41.77 +0.04 ... 68.18 33.53 Prothena PRTA ... dd 57.45 +2.49 ... 41.25 23.50 Sanmina SANM ... 14 36.40 +0.15 ... 6.13 4.71 StudentTransprt STB 7.3 75 5.99 +0.11 .0367 32.60 23.33 21stCenturyFoxA FOXA 1.3 17 27.11 0.83 .18
19.38 11.30 Otonomy OTIC ... dd 13.40 0.95 ... 50.30 34.89 ProvidenceService PRSC ... 10 46.73 0.06 ... 0.50 0.15 Sanofi Rt GCVRZ ... ... .40 0.04 ... 17.55 9.30 SucampoPharm SCMP ... 18 10.55 0.30 ... 31.94 23.88 21stCenturyFoxB FOX 1.3 17 27.02 0.88 .18
42.55 27.77 OtterTail OTTR 3.4 22 37.55 +0.25 .32 20.66 17.25 ProvidentFin PROV 2.7 22 18.99 +0.03 .13 63.73 14.83 SareptaTherap SRPT ... dd 34.64 +0.35 ... 15.28 10.48 SummitStateBk SSBI 3.7 17 12.95 0.05 .12 15.14 4.92 21 Vianet VNET ... dd 5.51 +0.31 ...
10.09 1.30 Ovascience OVAS ... dd 1.32 0.07 ... 18.74 13.80 PrudentialBancorp PBIP .7 cc 18.40 +0.45 .03 44.95 29.05 ScanSource SCSC ... 15 37.45 1.50 ... 19.75 5.31 SummitTherap SMMT ... dd 11.92 +1.07 ... 21.75 8.61 TwinDisc TWIN ... dd 15.76 2.84 ...
20.50 13.05 Overstock OSTK ... dd 14.50 0.90 ... 4.25 1.50 pSivida PSDV ... dd 2.24 +0.16 ... 30.60 14.83 SchnitzerSteel SCHN 3.9 14 19.15 0.20 .1875 26.80 20.32 SunBancorpNJ SNBC .2 8 24.60 0.65 .01 18.62 9.72 TwoRiverBancorp TRCB .9 18 17.69 0.05 .04
15.93 12.08 OvidTherap OVID ... ... 15.00 +1.22 ... 6.98 0.50 Pulmatrix PULM ... dd 2.76 +0.25 ... 49.38 35.20 Scholastic SCHL 1.4 32 42.15 +0.31 .15 42.91 27.69 SunHydraulics SNHY .9 43 41.23 0.91 .09 46.35 26.03 2U TWOU ... dd 41.99 +0.18 ...
16.13 7.73 OxfordImmunotec OXFD ... dd 13.93 0.60 ... 73.27 27.64 PumaBiotech PBYI ... dd 37.80 +5.55 ... 37.70 19.58 SchulmanA SHLM 2.9 dd 28.60 1.05 .205 17.99 6.36 SundanceEnergy SNDE ... dd 6.80 ... ...
11.80 7.53 OxfordLane OXLC 14.5 ... 11.00 ... .40 31.40
27.10
18.35
13.79
QAD A
QAD B
QADA
QADB
1.0
.9
dd
dd
30.05
26.00
0.45
0.45
.072
.06
15.03 8.55 SciClone SCLN ... 13 9.45 0.25 ... 9.45 3.16 SunOpta STKL ... dd 9.35 +1.00 ... U
24.55 8.07 ScientificGames SGMS ... dd 23.65 +0.30 ... 17.74 5.84 SunPower SPWR ... dd 7.54 +0.40 ...
PQ 47.30
22.63
25.35
11.26
QCR Holdings
QIWI
QCRH
QIWI
.5
4.1
19
35
43.05
21.39
0.35
+1.78
.05
.22
83.42 58.73 ScrippsNetworks SNI 1.8 15 68.05 0.32 .30 7.34
31.75
4.15
18.60
SunRun
SuperMicroComp
RUN
SMCI
...
... 21
6 5.05
24.20
+0.18
+0.05
...
...
81.55 48.87 UMB Fin UMBF 1.5 21 70.11 1.15 .255
3.69 2.05 SeaChange SEAC ... dd 2.48 ... ... 5.81 3.55 USA Tech USAT ... dd 4.55 0.05 ...
32.80 20.71 Qiagen QGEN ... 90 32.56 +0.34 ... 25.88 15.21 SeacoastBkgFL SBCF ... 27 23.04 0.19 ... 21.02 15.53 SuperiorUniform SGC 2.0 16 17.83 1.32 .0875 20.77 5.73 USA Truck USAK ... dd 6.25 +0.38 ...
28.43 14.50 PAM Transport PTSI ... 10 16.69 +0.10 ...
76.50 47.40 Qorvo QRVO ... dd 75.51 +7.71 ... 50.96 20.29 Seagate STX 5.9 17 42.51 0.53 .63 34.20 17.25 SupernusPharms SUPN ... 18 33.70 +0.45 ... 4.49 2.40 USAutoPartsNtwk PRTS ... dd 3.20 0.67 ...
9.91 6.11 P&FIndustries PFIN 3.2 dd 6.20 0.44 .05
71.62 50.84 Qualcomm QCOM 4.0 19 57.67 +2.35 .57 3.41 0.80 SearsCanada g SRSC ... dd .99 +0.09 ... 22.85 13.50 SurgeryPartners SGRY ... 78 21.90 +0.30 ... 54.00 38.00 US Ecology ECOL 1.4 34 49.70 1.75 .18
30.48 21.59 PCConnection CNXN ... 15 26.51 1.73 .34
15.90 10.61 QualitySystems QSII ... dd 14.24 0.25 ... 18.18 5.50 SearsHoldings SHLD ... dd 7.84 1.65 ... 30.75 21.40 Surmodics SRDX ... 32 22.70 0.10 ... 81.99 50.75 US Lime&Min USLM .7 24 77.94 1.05 .135
31.20 10.00 PCM PCMI ... 13 18.75 0.40 ...
44.35 27.80 Qualys QLYS ... 46 42.40 +0.90 ... 5.81 0.51 SearsHoldingsWt SHLDW ... ... 2.23 0.22 ... 28.55 13.12 SussexBancorp SBBX 1.0 20 24.90 1.15 .06 64.62 36.13 UbiquitiNetworks UBNT ... 16 49.08 +1.33 ...
8.48 4.40 PC-Tel PCTI 3.1 dd 6.40 0.02 .05
25.45 13.75 QuantennaComms QTNA ... dd 20.59 +0.12 ... 12.95 6.31 SeaSpine SPNE ... dd 10.86 +1.22 ... 33.92 25.77 SykesEnterprises SYKE ... 20 32.79 +0.21 ... 301.40 205.95 UltaBeauty ULTA ... 45 294.08 3.47 ...
84.88 50.12 PDC Energy PDCE ... dd 53.83 +0.62 ...
2.48 0.75 QuickLogic QUIK ... dd 1.38 0.10 ... 75.36 35.93 SeattleGenetics SGEN ... dd 66.60 +3.49 ... 33.22 16.83 Symantec SYMC 1.0 dd 29.02 1.99 .075 224.07 180.29 UltimateSoftware ULTI ... cc 213.32 +3.14 ...
24.44 12.78 PDF Solutions PDFS ... 70 16.91 0.66 ...
26.98 15.15 Quidel QDEL ... cc 24.41 0.15 ... 16.23 8.25 SecureWorks SCWX ... dd 10.81 +1.33 ... 4.25 2.51 Synacor SYNC ... dd 3.50 ... ... 22.83 5.20 UltraClean UCTT ... 26 21.59 0.16 ...
3.77 1.93 PDL Biopharm PDLI ... 26 2.33 +0.04 .05
4.63 2.61 QuinStreet QNST ... dd 3.65 0.11 ... 7.62 4.14 SecurityNatFin SNFCA ... 7 6.40 0.45 ... 13.75 6.56 Synalloy SYNL ... dd 11.80 0.60 ... 13.60 0.56 UltraPetroleum UPL ... dd 11.92 0.08 ...
21.24 9.05 PHI PHII ... dd 9.88 0.64 ...
21.00 9.12 PHI NV PHIIK ... dd 9.50 0.50 ... 5.50 1.80 Qumu QUMU ... dd 2.89 +0.16 ... 12.25 7.78 SelectBancorp SLCT ... 19 11.81 0.44 ... 69.45 47.00 Synaptics SYNA ... 82 55.69 0.46 ... 91.35 46.52 UltragenyxPharm RARE ... dd 57.47 0.48 ...
17.20 8.60 PICO PICO ... dd 16.35 ... ... 12.96 3.75 Quotient QTNT ... dd 7.64 +0.14 ... 33.29 17.95 SelectComfort SCSS ... 21 28.98 1.25 ... 49.94 11.15 Synchronoss SNCR ... 31 13.54 2.08 ... 6.65 3.76 Ultralife ULBI ... 19 6.00 0.05 ...
42.70 21.93 PRA Group PRAA ... 17 36.95 +0.25 ... 27.97 23.25 SelectIncomeREIT SIR 8.5 24 24.05 +0.21 .51 18.03 6.31 SyndaxPharm SNDX ... dd 14.34 +5.66 ... 30.94 19.52 Ultratech UTEK ... 53 30.11 0.46 ...
72.00 39.25 PRA HealthSci PRAH ... 41 69.93 +0.28 ... R 28.00 10.26 SelectaBiosci SELB ... dd 14.04 +0.53 ... 7.15
11.43
3.15
6.18
SynergyPharm
SyneronMedical
SGYP
ELOS
...
...
dd
cc
3.92
10.90
0.41
...
...
...
19.50 14.61 Umpqua UMPQ 3.7 17 17.34 0.32 .16
6.93 4.25 PRGXGlobal PRGX ... dd 6.25 +0.15 ... 53.75 34.75 SelectiveIns SIGI 1.3 17 49.70 +0.05 .16 12.39 8.90 UnicoAmerican UNAM ... dd 9.75 0.05 ...
56.73 34.68 PTC PTC ... dd 55.00 +2.05 ... 104.83 67.99 RBC Bearings ROLL ... 35 99.54 +0.48 ... 37.35 20.61 Semtech SMTC ... 42 35.25 0.30 ... 75.34 48.99 Synopsys SNPS ... 40 70.99 3.43 ... 39.37 23.28 UnionBankshares UBSH 2.5 17 31.72 0.77 .20
16.50 4.03 PTC Therap PTCT ... dd 13.60 +0.54 ... 20.71 9.90 RCI Hospitality RICK .6 21 20.53 +1.57 .03 42.65 27.03 SenecaFoods A SENEA ... 12 34.40 1.15 ... 48.41 15.82 Syntel SYNT ... dd 18.50 +0.09 15.00 50.15 29.69 UnionBankshares UNB 2.9 21 40.05 1.10 .29
70.12 48.17 Paccar PCAR 1.6 16 62.83 0.54 .25 7.23 4.51 RCM Tech RCMT ... 47 5.12 +0.07 ... 46.00 33.00 SenecaFoods B SENEB ... 13 36.65 2.35 ... 1.45 0.70 SynthesisEnSys SYMX ... dd .75 0.17 ... 14.59 4.72 uniQure QURE ... dd 5.71 +0.72 ...
10.57 3.75 PacBiosciCA PACB ... dd 3.90 0.02 ... 24.55 7.07 REGENXBIO RGNX ... dd 18.05 0.45 ... 23.85 17.14 SeniorHousing SNH 7.3 36 21.36 0.14 .39 1.60 0.75 SyprisSolutions SYPR ... 4 1.48 +0.33 ... 23.78 17.18 UnitedBancshares UBOH 2.2 12 21.35 0.34 .12
26.85 14.35 PacificContinent PCBK 1.8 25 24.00 0.80 .11 2.48 1.40 RF Industries RFIL 5.3 dd 1.50 0.05 .02 4.85 0.78 Senomyx SNMX ... dd .88 0.06 ... 21.50 8.16 SyrosPharm SYRS ... dd 16.84 +2.28 ... 49.35 34.50 UnitedBkshrsWV UBSI 3.5 19 38.25 0.20 .33
8.45 5.30 PacificMercBncp PMBC ... dd 7.90 0.10 ... 24.95 14.88 RGC Resources RGCO 2.4 28 24.47 +0.05 .145 35.98 8.05 SeresTherap MCRB ... dd 9.75 0.23 ... 18.76 13.86 UtdCmntyBcp UCBA 1.9 23 18.60 +0.47 .09
41.90 22.66 PacificPremBncp PPBI ... 23 33.75 3.25 ... 15.15 8.60 RPX RPXC ... 36 13.94 +0.26 ... 6.25 2.82 ServiceSource SREV ... dd 3.17 0.11 ... T 30.47 17.07 UtdCmtyBks UCBI 1.4 18 26.21 1.12 .09
58.95 29.95 PaciraPharm PCRX ... dd 48.30 3.40 ... 5.10 2.50 RTI Surgical RTIX ... dd 4.85 +0.30 ... 42.66 22.56 ServisFirstBcshs SFBS .6 22 34.85 1.90 .05 9.50 5.60 UtdCmtyFnl UCFC 1.5 22 8.00 0.15 .03
57.53 35.56 PacWestBancorp PACW 4.2 17 47.10 1.94 .50 27.84 12.05 RaPharm RARX ... ... 24.62 +1.55 ... 42.66 22.05 ShenandoahTel SHEN .8 dd 31.20 0.32 .25 17.47 14.22 TCP Capital TCPC 8.6 10 16.78 0.30 .36 18.66 12.42 UnitedFinBncp UBNK 2.9 16 16.43 0.37 .12
21.00 3.57 PainTherap PTIE ... dd 4.26 0.23 ... 5.81 3.64 Radisys RSYS ... dd 3.99 0.06 ... 16.69 5.10 ShilohIndustries SHLO ... 32 10.86 2.54 ... 47.41 26.37 TD Ameritrade AMTD 2.0 23 36.62 0.68 .18 50.75 37.54 UnitedFire UFCS 2.6 24 43.19 +0.79 .28
21.59 13.40 PanAmerSilver PAAS .6 22 17.30 0.23 .025 59.88 31.58 RadiusHealth RDUS ... dd 34.93 0.59 ... 209.22 161.09 Shire SHPG .8 cc 189.14 +6.56 .771 192.94 36.71 TESARO TSRO ... dd 152.34 +6.74 ... 17.72 13.52 UnitedGuardian UG 5.3 25 14.97 +0.87 .40
316.21 185.69 PaneraBread PNRA ... 47 313.05 +0.20 ... 7.98 4.97 RadNet RDNT ... 45 7.65 +1.15 ... 31.79 19.70 ShoeCarnival SCVL 1.4 16 20.12 1.56 .07 19.89 15.93 TFS Fin TFSL 3.1 53 16.01 0.45 .125 52.18 33.97 UnitedNatFoods UNFI ... 16 40.18 0.11 ...
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.
.0505
Bats
LeggMasonEMLowVol LVHE 1.2 27.79 +0.14 .0833 WisdomTreeGlbSC GSD 2.3 30.27 0.46 .175 FT Nasd100Tech QTEC .6 63.21 +0.34 .0938 iShMSCIEAFEESGOpt ESGD ... 63.50 +0.78 .0507 PwrShVarRateInv VRIG 2.4 25.17 0.08
LeggMasonIntLowVol LVHI 2.8 28.77 +0.42 .1979 WisdTrIntlQualDiv IQDG 2.1 28.49 +0.35 .15 FT NasdSmartphone FONE ... 48.73 +0.40 .1644 iShMSCIEAFESC SCZ 2.5 57.94 +0.64 .7308 PwrShWaterRscs PHO ... 26.58 +0.14 .0763
MomentumIntlQuant IMOM .4 26.07 +0.10 .0263 WisdTrStrongDollar EMSD .9 27.64 +0.67 .0652 FT NasdaqBank FTXO .1 25.21 0.43 .0075 iShMSCIEMESGOpt ESGE ... 63.71 0.11 .1449 PrincplMillennials GENY .5 27.94 0.57 .0316
AlphaArchValMom VMOT ... 25.01 +0.02 ... MomentumUSQuant QMOM .2 25.07 0.07 .0097 FT NasdFood&Bev FTXG 1.0 20.11 0.01 .0486 iShMSCIEmMkAsia EEMA 2.1 63.60 +0.55 .6609 PrincipalPriceSet PSET 1.8 28.38 +0.19 .1246
AmCustSatisfCore ACSI
AmplifyCWP Div DIVO
...
...
28.13
26.00
0.18
0.29
.0488
.1393
NuShESG LCGrwth NULG ...
NuShESG LCValue NULV ...
28.16
25.64
+0.23
0.23
...
... NASDAQ FT NasdOil&Gas FTXN
FT NasdPharm FTXH
2.3
.6
19.09
19.86
0.24
0.28
.1107
.0313
iShMSCIEuropeFinls EUFN
iShMSCIEuropeSmCp IEUS
.9
1.1
22.17
52.45
+0.22
+0.62
.0975
.2855
PrincipalShrhldrYd PY
PrincipalUSSCIndex PSC
2.6
1.1
28.05
27.88
0.46
0.62
.1826
.0738
AmplifyYdPrime5Div PFV 1.0 27.47 ... .0675 NuShESG MCGrowth NUMG ... 26.19 0.42 ... FT NasdRetail FTXD 1.8 19.60 0.58 .0862 iShMSCIGlbImpact MPCT 1.5 53.85 +0.04 .4107 ProShrUltNdBTh BIB ... 47.10 0.79 ...
AptusBehavioralMom BEMO ... 27.04 0.11 .1782 NuShESGMCValue NUMV ... 24.97 0.13 ... ALPS/DorseyMom SWIN ... 26.57 +0.16 .0392 FT NasdSemicon FTXL .4 25.61 +0.12 .0264 iShMSCINZCapped ENZL 6.2 43.22 +0.12 1.3506 ProShUltNasdBio UBIO ... 26.63 0.66 ...
ArrowResCapMgmt ARCM ... 20.01 ... ... NuShESG SC NUSC ... 25.36 0.31 ... ActiveAltsCont SQZZ ... 24.94 0.04 ... FT NasdaqTrans FTXR 1.6 23.01 0.46 .0916 iShMSCIQatarCapped QAT 7.0 19.07 +0.24 .6699 ProShUltPrQQQ TQQQ ... 98.77 1.98 ...
CWAIncomeETF CWAI ... 25.27 +0.18 .0377 NuShShTermREIT NURE 3.6 25.47 +0.16 .2319 AlphaMarkActiveMgd SMCP ... 24.53 0.07 ... FT Nasd100 EW QQEW .3 52.91 +0.02 .0456 iShMSCIUAECapped UAE 1.9 17.39 +0.08 .1648 ProShUltShNasdBio ZBIO ... 16.94 +0.31 ...
CambriaEmSharehldr EYLD .2 30.62 +0.31 .014 PacerGlCashCows GCOW 2.4 29.32 +0.26 .1726 AmplifyOnlineRet IBUY ... 33.31 0.10 ... FT RBA AmerInd AIRR .1 23.24 0.42 .0044 iShMSCIUSAESGOpt ESGU ... 52.24 0.19 .3209 ProShUltraProShQQQ SQQQ ... 32.66 +0.42 ...
CambriaFgnShare FYLD ... 23.71 +0.42 .0757 PacerTrendEurIndex PTEU ... 28.54 +0.36 ... ArrowInvDWATact DWAT .9 10.67 0.12 .0914 FT RBAQualIncm QINC 1.8 23.39 +0.05 .1078 iShMornMCValue JKI 1.8 145.23 0.57 .6637 ProShUltShNdBtech BIS ... 28.12 +0.34 ...
CambriaGlbAssetAll GAA 1.1 25.92 +0.14 .0714 PacerTrendpilot450 PTMC ... 27.81 0.04 .1761 BldrsAsia50ADS ADRA .4 30.43 +0.21 .0314 FT RisingDivAch RDVY 1.0 26.49 0.38 .0695 iShNasdaqBiotech IBB .4 290.45 2.42 .299 PureFundsETFHealth IMED ... 27.94 0.06 .0119
CambriaSovHiYdBd SOVB 1.6 27.67 0.05 .1089 PacerTrendpilot100 PTNQ ... 26.72 0.03 .0688 BMOElkhornDWAMLP BMLP ... 51.03 0.81 .7764 FT RiverFrDynAP RFAP ... 55.48 +0.38 .873 iSh13YearIntlTBd ISHG ... 80.84 +1.73 ... PureFdSolactiveFin FINQ ... 27.46 +0.19 .2772
CambriaTailRiskETF TAIL ... 25.02 +0.28 ... PacerTrendpilot750 PTLC ... 25.47 0.06 .2582 BarcInverseUSTrea TAPR ... 23.82 1.79 ... FT RiverFrDynDev RFDI .3 60.11 +0.79 .0483 iShPHLXSemicond SOXX 1.0 143.69 +2.13 .3532 ROBOGlblRobotics ROBO .2 34.37 +0.35 .0549
CambriaValue VAMO .3 23.27 0.13 .0156 PacerUSCashCows100 COWZ .8 25.77 0.16 .0524 BioShBiotechClin BBC ... 22.20 ... ... FT RiverFrDynEM RFEM .4 62.18 0.01 .0551 iShS&P EM Infra EMIF 2.1 31.24 0.78 .3237 SPDRDorseyWrightFx DWFI 2.2 25.39 +0.07 .0469
DeutXIntlCorpBdHdg IFIX 2.4 50.23 +0.07 .1025 PwrShBalMultAsset PSMB ... 12.78 +0.07 ... BioShBiotechPrd BBP ... 36.74 0.45 ... FT RiverFrDynEur RFEU .2 61.91 +1.12 .0287 iShGlobalInfra IGF 2.4 43.89 +0.50 .5337 TuttleTactMgtMulti TUTI 1.3 22.57 0.04 .2923
DeutXIntlTreaBd IGVT 2.6 48.98 +0.18 .1051 PwrShConservMult PSMC ... 12.53 ... ... BldrsDev100 ADRD 2.6 22.31 +0.31 .1433 FT SSI Strat FCVT 1.3 27.20 0.04 .03 iSh20+YTreasuryBd TLT 2.5 123.71 +2.32 .2548 TuttleTacticMgmtUS TUTT .5 22.17 ... .1003
DeutX EM Bd EMIH 5.4 24.83 0.43 .111 PwrShGrwthMulti PSMG ... 12.67 0.06 ... BldrsEmg50 ADRE .2 38.09 0.47 .0207 FT SrLoanFd FTSL 3.5 48.61 +0.03 .14 iSh0-5YInvGrdCpBd SLQD 2.0 50.56 +0.09 .0848 ValideaMktLeg VALX .8 26.59 0.16 .2232
DeutXHYCorpBdInt HYIH 5.8 23.31 0.11 .112 PwrShModConserv PSMM ... 12.65 ... ... BldrsEur100 ADRU 2.8 22.02 +0.25 .1568 FT SC CoreAlpha FYX .2 53.45 0.81 .0299 JanusSmCpGwthAlpha JSML .3 32.32 0.10 .0268 VanEckBiotech BBH ... 117.99 0.70 .327
DeutXInvGradeBdInt IGIH 3.5 24.32 0.04 .0709 PwrShS&P500ValMom SPVM ... 24.97 0.20 ... BluStrTABIGIIsrael ITEQ ... 29.77 0.19 .0919 FT SC GrwthAlpha FYC ... 36.54 0.62 .0662 JanusSMidGwthAlpha JSMD .3 33.29 0.17 .0224 VanEckGenDrugs GNRX ... 22.66 0.43 .097
DeutscheXEAFESC DBES .6 27.90 0.30 .086 PwrShS&PIntlDevHi IDHD 1.8 28.40 +0.29 .1263 ClearBr AC Grw CACG ... 24.75 0.03 ... FT SC Value FYT .7 33.02 0.45 .0568 JanusSocGlbQual SGQI 4.1 27.87 +0.25 .2849 VanEckPharm PPH 3.3 56.83 0.35 .4651
DeutscheXEMHighDiv HDEE 2.2 23.04 0.02 .1261 PwrShS&PSCHiDivLow XSHD 3.8 24.13 0.22 .0771 CSX-LinksCrudeOil USOI ... 24.70 +0.66 .1552 FT SKoreaAlpha FKO 1.7 25.95 +0.12 .1104 KraneCSIChInt KWEB 1.7 49.37 +1.79 .4136 VangdEM GovBd VWOB 4.5 80.28 0.06 .303
DeutscheXEuroHiDiv HDEZ 4.3 26.98 0.13 .2905 PwrShS&PSCQual XSHQ ... 24.85 0.35 ... CSX Gold GLDI 15.6 9.35 +0.03 .1219 FT StratIncm FDIV 3.7 50.86 +0.21 .155 LeggMasonDev DDBI ... 27.62 +0.34 .75 VangdGlblxUS RE VNQI ... 55.58 +0.32 1.631
DeutscheXItalyHdg DBIT 2.1 22.99 ... .2373 PremiseCapFrAdvDiv TCTL ... 27.47 +0.04 .157 CSX SilverETN SLVO 9.0 8.40 +0.10 .0629 FT SwitzAlpha FSZ ... 49.32 +0.85 .7885 LeggMasonEMDivCore EDBI ... 29.93 +0.32 .0155 VangdIntrCorpBd VCIT 3.3 87.61 +0.54 .241
DeutscheXSEurope DBSE 2.7 22.71 ... .3052 PrincipalGlbDiv GDVD ... 25.31 0.04 ... DavisFinl DFNL ... 20.75 ... ... FT TCW Opp FIXD 2.1 50.84 +0.21 .0904 LeggMasonGlbInfr INFR ... 28.13 +0.43 .14 VangdIntrmGovBd VGIT 1.6 64.84 +0.24 .089
ElkhornFundComm RCOM ... 25.10 +0.47 ... ProShCDSShNAHYCred WYDE ... 33.42 +0.02 ... DavisUSEquity DUSA ... 20.72 +0.11 ... FT TacticalHY HYLS 5.2 49.38 +0.03 .215 LeggMasonLowVol LVHD 3.4 29.63 +0.10 .2548 VangdIntlDivApp VIGI 1.6 61.69 +0.85 .25
ElkhornLuntLowVol LVHB 1.2 30.04 +0.14 .0903 ProShGlbListedPrv PEX 1.6 42.32 +0.19 .1702 DavisWorldwide DWLD ... 22.49 +0.01 ... FT TaiwanAlpha FTW ... 35.03 +0.03 1.0058 LeggMasonUSDivCore UDBI ... 28.58 0.29 .5577 VangdIntlHiDiv VYMI 2.3 62.99 +0.34 .365
ElkhornS&PHiQualPf EPRF 6.9 24.31 0.01 .14 ProShHY IntRt HYHG 5.1 68.63 0.02 .2926 ElkhornComRotation DWAC ... 24.88 +0.36 ... FT TotalUSMkt TUSA 1.1 28.98 +0.06 .0812 LoncarCancerETF CNCR ... 22.20 0.39 ... VangdLTCorpBd VCLT 4.2 92.21 +1.41 .321
ElkhornMC ConDisc XD ... 15.41 0.24 .0347 ProShInvGrdIntRt IGHG 3.3 75.89 0.18 .2081 FidelityNasdComp ONEQ .6 239.87 1.33 .35 FT UK Alpha FKU 1.4 37.69 +0.60 .1305 LongTermCareETF OLD 4.0 26.08 +0.22 .2591 VangdLTGovBd VGLT 2.7 76.26 +1.28 .169
ElkhornMC ConSt XS ... 15.20 ... .0151 ProShK1FreeCrude OILK ... 19.86 +0.96 ... FT AltAbsRet FAAR ... 29.10 0.17 ... FlexShCredScoreUS SKOR 2.5 50.88 +0.15 .1048 OrganicsETF ORG .4 27.25 0.13 .0293 VangdMBS VMBS 2.2 52.84 +0.18 .095
ElkhornMC Energy XE ... 11.56 0.23 .0202 ProShLCCorePlus CSM 1.2 58.82 0.29 .174 FT APxJapan FPA 2.2 32.01 +0.38 .1725 FlexShCredScUSLg LKOR 4.1 52.14 +0.66 .1775 PwrShBuybackAch PKW ... 51.77 0.32 .3151 VangdRuss1000 VONE 1.5 109.40 0.28 .41
ElkhornMC Finl XF ... 14.85 ... .05 ProShDivGrowers EFAD .6 37.19 +0.75 .0558 FT BICK BICK .2 25.65 +0.05 .0117 FlexShDiscDurMBS MBSD 3.3 23.99 0.04 .0659 PwrShDBOptYdDiv PDBC ... 16.48 +0.49 1.1242 VangdRuss1000Grw VONG 1.2 119.93 0.42 .36
ElkhornMC HlthCr XH ... 17.24 0.08 .0062 ProShMSCIEMDiv EMDV .1 52.18 +0.14 .0166 FT BrazilAlpha FBZ 2.4 14.48 1.63 .0885 FlexShRealAsset ASET .5 27.20 +0.30 .0373 PwrShDWA DevMkt PIZ ... 25.33 +0.30 .1669 VangdRuss1000Val VONV 1.7 99.58 0.28 .426
ElkhornMC Indl XI ... 15.67 0.07 .0235 ProShMSCIEurDiv EUDV .5 40.90 +0.89 .0505 FT CEFIncmOpp FCEF 5.6 21.34 +0.02 .10 FlexSTOXXGlbESGImp ESGG 1.4 86.02 +0.49 .3004 PwrShDWA EM PIE ... 16.79 0.10 .095 VangdRuss3000 VTHR 1.4 109.40 0.38 .372
ElkhornMC InfTch XK ... 16.50 0.12 .0091 ProShMergerETF MRGR ... 35.82 +0.23 .2104 FT CanadaAlpha FCAN 1.3 22.60 +0.30 .0759 FlexSTOXXUSESGImp ESG 1.0 56.06 0.34 .1427 PwrShDWAMom DWLV .9 27.12 0.26 .0643 VangdRuss2000 VTWO .7 109.06 1.27 .179
ElkhornMC Matls XM ... 15.64 0.02 .0484 ProShMornAltSoln ALTS .5 39.12 +0.07 .0475 FT CapStrength FTCS 1.2 44.99 +0.04 .1353 FlexShUSQualLC QLC .5 29.19 0.06 .0379 PwrShDWA Mom PDP ... 45.81 0.13 .1937 VangdRuss2000Grw VTWG .6 118.35 0.79 .165
ElkhornMC Util XU ... 15.52 ... .0932 ProShRuss2000Div SMDV 1.2 52.53 0.37 .1629 FT ChinaAlphaDEX FCA ... 21.85 +0.01 .0751 GlbXConsciousCos KRMA ... 17.11 0.02 .1527 PwrShDWANasdMom DWAQ ... 86.61 0.49 .0122 VangdRuss2000Val VTWV .6 99.94 1.11 .162
FranklinLib US FLQL ... 25.31 0.17 ... ProShS&P500Arist NOBL 1.4 56.87 +0.23 .1939 FT CloudComp SKYY .3 39.23 0.44 .034 GlbXFinTech FINX ... 17.51 +0.18 ... PwrShDWASCMom DWAS ... 40.60 0.67 .1508 VangdSTCpBd VCSH 2.2 80.10 +0.19 .147
FranklinLibUS MC FLQM ... 25.17 0.34 ... ProShS&PMC400 REGL 1.4 50.77 0.19 .1808 FT DevMkts FDT .6 54.92 +0.54 .0782 GlbX GuruActivist ACTX .8 14.84 0.25 .1186 PwrShDWA Tact DWIN 4.1 27.65 0.12 .0948 VangdSTGovBd VGSH 1.0 60.83 +0.05 .052
FranklinLibUS SC FLQS ... 24.39 0.94 ... ProShShortUSDEmgBd EMSH 3.3 78.07 0.07 .2173 FT DevMktsXUS FDTS 1.0 37.16 0.24 .0941 GlbX Health&Well BFIT ... 15.44 0.21 .0751 PwrShDWATactical DWTR ... 24.65 0.17 .1074 VangdShtTmInfltn VTIP ... 49.42 +0.09 .374
GlbX FdrRunCos BOSS ... 15.21 0.31 ... ProShTrMgdFut FUT ... 40.90 0.03 ... FT DorseyDyn5 FVC ... 22.79 0.04 .0068 GlbXInternetThings SNSR ... 18.02 0.02 .0487 PwrShDWA Util PUI 2.6 27.31 ... .1775 VangdTotIntlBd BNDX 1.0 54.47 +0.12 .046
GlbXUSInfrDevt PAVE ... 14.25 0.06 ... QuantXDynBetaUS XUSA ... 25.47 +0.05 ... FT DorseyFoc5 FV ... 24.45 0.08 .1246 GlbXLongevityThem LNGR ... 17.81 +0.09 .0683 PwrShDivAch PFM .4 23.89 +0.03 .0235 VangdTotIntlStk VXUS 1.2 52.19 +0.46 .16
HartfordLowVolUS LVUS ... 24.91 +0.01 ... QuantXRiskMgdGrw QXGG ... 25.66 +0.03 ... FT DorseyIntl5 IFV ... 19.72 0.45 .0314 GlbXMSCISuperDiv EFAS 3.9 17.50 +0.32 .0565 PwrShDynBscMatl PYZ ... 59.84 +0.05 .3579 Velocity3xLgSilver USLV ... 12.55 +0.81 ...
iShAdCurrHdgMSCI DEFA 1.9 27.13 0.26 .2516 QuantXRiskMgdMlt QXMI ... 25.49 +0.05 .2167 FT MultAsstDiv MDIV 3.8 19.37 +0.05 .0616 GlbXMillThematic MILN ... 17.30 0.12 .0496 PwrShDynConDis PEZ ... 43.79 0.75 .0734 VS2xVIXMedTerm TVIZ ... 19.03 +0.19 ...
iShAdCurrMSCIEuroz DEZU 1.1 27.73 +0.08 .1514 QuantXRiskMultiTR QXTR ... 24.87 +0.16 ... FT NasdTechDiv TDIV 1.9 31.69 0.18 .1541 GlbXNASDAQChinaTch QQQC 3.8 25.34 +1.35 .9605 PwrShDynConsStp PSL ... 59.04 0.02 .6503 VS2xVIXShortTerm TVIX ... 28.17 +1.18 ...
iShAdCurrHdgJapan DEWJ 2.3 26.01 ... .3012 QuantXRiskMgd QXRR ... 24.11 +0.09 ... FT EM Alphadex FEM 1.0 22.54 0.09 .0561 GlbX Robotics&AI BOTZ ... 18.23 +0.14 .0085 PwrShDynEnerSec PXI ... 36.90 +0.57 .044 VSInvVIXMedTerm ZIV ... 63.58 0.53 ...
iShConvBond ICVT 1.9 52.23 0.04 .0819 REXVolMAXXInvVIXWk VMIN ... 24.27 3.13 9.9202 FT EM LocalCurr FEMB 5.5 42.20 0.39 .194 GlbXS&P500Catholic CATH ... 29.16 0.03 .0018 PwrShDynFinl PFI ... 29.80 0.53 .3918 VSInverseVIXSTerm XIV ... 73.67 6.18 ...
iShCurrHdgMSCIMV HACV 2.5 27.61 +0.07 .3471 REXVolMAXXLgVIXWk VMAX ... 4.13 +0.20 ... FT EM SC Alpha FEMS ... 36.35 0.53 .1098 GlbXSuperDividAlt ALTY 7.2 15.37 0.04 .0925 PwrShDynHlthcr PTH ... 53.39 1.26 ... VSVIXMedTerm VIIZ ... 8.70 +0.09 ...
iShCurrHdgMSCIEAFE HEFV 4.1 26.80 +0.05 .552 RealityDIVDivDef DFND ... 24.83 +0.02 ... FT EnhShtMat FTSM 1.3 60.05 +0.04 .065 GlbXSuperDivdREIT SRET 7.4 14.89 +0.17 .0915 PwrShDynIndls PRN ... 52.78 0.10 .1494 VSVIXShortTerm VIIX ... 24.72 +0.96 ...
iShCurrHdgMSCIEM HEMV 2.7 25.09 0.16 .341 RealityDIVCONDivGd GARD ... 21.54 0.20 .0073 FT EuropeAlpha FEP .5 35.14 +0.47 .0464 GlbX Yieldco YLCO 4.3 11.75 +0.12 .125 PwrShDynTech PTF ... 46.01 0.25 .1043 VicShDevEnhVol CIZ 3.7 32.22 +0.28 .0985
iShCurrHdgMSCIEur HEUV 2.0 25.20 0.13 .251 RealityDIVCONLdrs LEAD .9 27.75 0.14 .0619 FT EurozoneAlpha FEUZ .7 38.97 +0.41 .0722 Health&FitnessETF FITS .3 26.18 0.46 .0214 PwrShFTSEIntlLow IDLB .4 28.09 +0.63 .0253 VicShDivAccel VSDA ... 25.62 ... .043
iShCurrHdgMSCIEuSC HEUS 1.6 28.36 +0.05 .2261 SPDRDoubleEMFixed EMTL 3.7 50.29 0.01 .1565 FT GerAlpha FGM .4 42.99 +0.59 .0386 HighlandSrLoan SNLN 5.0 18.51 0.05 .0774 PwrShUS1500 PRFZ .1 115.25 1.08 .0295 VicShEMVolWtd CEZ 2.7 27.86 0.01 .0628
iShMSCIMinVolUSASC SMMV .9 27.04 0.01 .0602 SPDRDoubleShDurTR STOT 2.3 50.01 +0.22 .0942 FT GlTactCommod FTGC ... 20.21 +0.16 ... HorizDAXGermany DAX ... 29.25 +0.42 ... PwrShGlblAgricult PAGG .4 24.98 +0.32 .028 VicShIntlHiDivVol CID 5.8 34.66 +0.45 .1669
iShEmMkCorpBdFd CEMB 4.2 50.93 0.07 .1802 SabaClosedEndFds CEFS ... 20.68 +0.01 .134 FT HighIncome FTHI 4.4 21.15 0.13 .0775 HorizNasd100 QYLD 7.3 23.69 +0.07 .1445 PwrShGlobalGold PSAU ... 19.75 +0.26 .2006 VicShIntlVolWtd CIL 4.0 37.15 +0.42 .1232
iShEM HY Bd EMHY 5.7 50.32 0.28 .2371 3DPrintingETF PRNT ... 25.45 +0.27 .0014 FT HK AlphaDEX FHK .2 37.20 +0.21 .0148 IQ Chaikin US SC CSML ... 24.66 0.52 ... PwrShGlbWater PIO ... 23.79 +0.23 .1134 VicShUSDiscEnhVol CSF .7 40.09 0.64 .0226
iShGlbxUSDHiYdCpBd HYXU 1.3 49.81 +1.06 .0521 TortoiseWaterFd TBLU ... 24.91 0.34 ... FT GlblAgri FTAG .0 25.35 +0.37 .0023 IntlMultiAssetDiv YDIV 4.7 17.67 +0.08 .0688 PwrShGoldDragon PGJ ... 39.01 +1.18 .4807 VicShUSEQIncmEnh CDC 1.9 42.52 0.13 .0691
iShGlbHiCorpBdFd GHYG 3.8 50.21 +0.39 .16 TrimTabsFloatShr TTAC ... 28.85 0.12 .052 FT GlbNatRscs FTRI 1.8 11.19 0.28 .0516 iPath5-YearBear DFVS ... 28.03 1.46 ... PwrShHY EqDiv PEY 3.4 16.67 0.08 .0469 VicShUS500EnhVol CFO .9 42.89 0.08 .0306
iShiBondsDec23Muni IBML ... 25.41 +0.14 .016 ValueShIntlQuant IVAL 3.7 30.35 +0.76 .2824 FT Intl IPO FPXI ... 31.02 +0.32 .116 iPathLgBdBear DLBS ... 17.96 0.88 ... PwrShIntlBuyBack IPKW ... 31.69 +0.05 .2668 VicShUS500Vol CFA .9 42.92 0.07 .0312
iShIntlAggregateBd IAGG 3.0 52.15 +0.20 .1321 ValShUSQuantit QVAL 1.1 24.73 0.93 .0675 FT JapanAlpha FJP ... 51.68 +0.27 .4787 iPathSteepener STPP ... 33.75 +0.10 ... PwrShIntlDivAch PID .4 15.31 +0.14 .0168 VicShUSLCHiDivVol CDL 1.9 41.40 0.17 .0672
iShIntlDivGrowth IGRO 2.3 55.19 +0.74 .3171 VanEckAMTFr 6-8Y ITMS 1.4 24.07 ... .0284 FT LC CoreAlpha FEX .9 51.78 0.18 .1162 iPath10-yearBear DTYS ... 16.47 1.00 ... PwrShKBW Banks KBWB .5 46.53 0.72 .0617 VicShUSSCHiDiv CSB 1.4 39.35 0.65 .0455
iShLiquidityIncm ICSH 1.3 50.07 ... .0544 VanEckAMTFr12-17Y ITML 2.3 24.10 +0.37 .0464 FT LC GrwthAlpha FTC .3 53.56 +0.05 .0353 iPath2yearBear DTUS ... 30.46 0.97 ... PwrShKBWHiDiv KBWD 9.1 23.33 0.25 .1775 VicShUSSCVolWtd CSA .7 41.18 0.51 .0233
iShMSCIArgentina AGT ... 26.17 0.34 ... Velocity1xInvVS EXIV ... 26.56 0.70 ... FT LC Value FTA 1.3 48.74 0.33 .1585 iSectorsPostMPT PMPT ... 24.85 +0.07 .1521 PwrShKBWPREIT KBWY 6.6 36.49 +0.20 .2007 VidentCoreUSBdStr VBND 1.2 49.84 +0.31 .1462
iShMSCIChinaAETF CNYA ... 26.06 +0.27 .3411 Velocity1xLgVSTOXX EVIX ... 24.38 +1.51 ... FT LatAmer Alpha FLN 2.3 19.21 1.62 .1111 iShAsia50ETF AIA 3.0 55.88 +0.26 .8258 PwrShKBWProp&Cas KBWP .4 55.71 0.04 .0624 VidentCoreUSEquity VUSE 1.0 28.96 0.36 .0688
iShMSCIDenmarkCap EDEN .1 61.61 +0.44 .0319 WearETF WEAR ... 16.68 0.31 .0085 FT LowBetaIincm FTLB 3.0 21.02 0.05 .0525 iShCommodSelStrat COMT 1.1 33.60 +0.77 .0899 PwrShKBW RegBk KBWR .5 51.24 1.21 .0657 VidentIntlEquityFd VIDI 1.0 25.18 +0.25 .0633
iShMSCIEmgMulti EMGF 2.9 41.58 0.55 .5987 WisdTrDynBearUS DYB ... 25.23 0.14 .035 FT LowDurOpp LMBS 2.7 52.20 +0.04 .1175 iShCoreMSCITotInt IXUS 1.9 57.73 +0.59 .5466 PwrShLadder0-5 LDRI 1.9 24.97 0.02 .0386 VS3XInvrsGold DGLD ... 49.27 3.39 ...
iShMSCIEurozoneETF EZU 1.1 41.22 +0.59 .2229 WisdomDyCurrHdgEur DDEZ 1.5 29.76 0.02 .115 FT MgdMuni FMB 2.5 52.65 +0.33 .11 iShEurDevRealEst IFEU 2.2 37.47 +0.11 .2107 PwrShMultiStratAlt LALT ... 22.07 +0.20 .345 VS 3X INV SILVER DSLV ... 26.27 2.01 ...
iShMSCIFinlandCap EFNL .1 39.21 +0.74 .0164 WisdomDynCurrIntl DDWM 3.0 28.86 +0.04 .215 FT MegaCap FMK 1.3 28.93 0.34 .0954 iShFallAngelsUSDBd FALN 5.8 27.31 0.08 .1326 PwrShNasdInternet PNQI ... 102.96 +0.04 ... VS 3X GOLD UGLD ... 10.46 +0.65 ...
iShMSCIGermanySC EWGS .4 52.07 +1.11 .1032 WisdTrDynCurr DHDG 1.8 23.42 +1.29 .105 FT MC CoreAlpha FNX .6 57.74 0.39 .0815 iShGNMABondETF GNMA 2.3 50.01 +0.24 .0942 PwrSh1-30LadTrsr PLW 2.0 32.61 +0.22 .0557 WeatherStorm FLAG 1.2 37.76 0.23 .1121
iShMSCIIndiaETF INDA .5 32.26 0.28 .0735 WisdomDynCurrIntSC DDLS 1.3 30.02 0.11 .095 FT MC GrwthAlpha FNY ... 33.61 0.23 .1151 iShGlbCleanEnergy ICLN 3.4 8.59 0.08 .145 PwrShQQQ 1 QQQ .8 137.84 0.76 .2742 WisdTrBarUSAggBd AGZD 2.4 48.13 +0.12 .095
iShMSCIIndiaSmCp SMIN 1.7 44.27 1.02 .3843 WisdomDynCurrJapan DDJP 4.6 26.86 0.53 .3062 FT MC ValAlpha FNK .7 32.42 0.28 .0606 iShGlbTimber WOOD .8 59.52 +0.65 .2518 PwrShRuss1000Low USLB .3 28.61 +0.04 .0205 WisdTrBarNegUSBd AGND 2.4 43.35 0.57 .085
iShMSCINorwayCap ENOR 1.9 23.39 +0.50 .227 WisdTrDynLSUS DYLS 7.6 29.08 0.19 .5508 FT MCGrAlpDX FAD .1 56.86 0.03 .0103 iSh$HYxOil&Gas HYXE 5.8 51.97 0.09 .251 PwrShS&P SC CD PSCD .1 53.17 0.87 .0162 WisdTrChinaxSOE CXSE ... 60.48 1.98 .46
iShMSCI UK SC EWUS 2.8 40.03 +0.55 .5544 WisdTrEMDivFd DVEM .5 29.93 0.06 .035 FT MuCValAlpha FAB 1.1 50.83 0.42 .1341 iShIndia50ETF INDY .2 33.52 0.02 .0294 PwrShS&P SC ConStp PSCC ... 68.57 0.33 .7594 WisdTrEMConGrwth EMCG ... 22.95 0.54 .2159
iShMornMultiAsst IYLD 2.3 25.34 +0.17 .0489 WisdTrEurDomEcon EDOM .7 28.15 +0.67 .0477 FTMuniCEFIncmOpp MCEF 3.8 18.88 +0.08 .06 iShIntlDevRealEst IFGL 2.7 28.61 +0.11 .1941 PwrShS&P SC Ener PSCE ... 15.40 +0.19 .0192 WisdTrEM CpBd EMCB 4.2 71.75 0.20 .25
iShShortMaturityBd NEAR 1.5 50.24 +0.02 .0608 WisdomTreeCpBdFd WFIG 2.6 48.93 ... .105 FT NasdComBk QABA 1.1 48.40 1.10 .1324 iShIntlTreasuryBd IGOV .3 94.72 +2.20 .0203 PwrShS&P SC Fin PSCF ... 49.36 0.43 .0529 WisdTrEMQualDivGrw DGRE 5.5 23.78 0.21 .325
iShShrtMatMuniBd MEAR .9 50.09 +0.12 .0388 WisdomTreeUSHYCpBd WFHY 5.3 51.75 +0.38 .23 FT NasdCleanEdge QCLN .4 17.01 0.18 .0188 iShMSCIACWIETF ACWI 1.7 65.25 +0.24 .5532 PwrShS&P ScHealth PSCH ... 81.52 1.28 .0195 WisdTrGermanyHdg DXGE ... 31.20 0.36 .10
iShUSFixedIncmBal FIBR 3.1 100.57 +0.32 .257 WisdTrUSSTCpBd SFIG 1.6 49.59 0.09 .065 FT NasdClEdSmGr GRID ... 42.40 0.32 .1183 iShMSCIACWIexUSETF ACWX 1.7 45.93 +0.43 .3899 PwrShS&P SmInds PSCI ... 54.47 0.63 .2223 WisdTrIntRtHYBd HYZD 5.0 24.13 +0.06 .10
JPMorganDisciplHY JPHY 4.8 51.52 +0.12 .2044 WisdTrUSSTHY SFHY 4.6 50.73 +0.17 .195 FT NasdCybersec CIBR ... 21.50 0.10 .0204 iShMSCIACxJpn AAXJ 1.9 66.42 +0.48 .6381 PwrShS&P InfTech PSCT ... 72.59 1.09 .1317 WisdTrJapanHdgSC DXJS ... 38.85 0.31 .2018
JPMGlblBdOpps JPGB ... 50.89 +0.46 .0733 WisdTrGlbxUS HDRW 10.5 26.74 +0.06 .7024 FT NasdGlblAuto CARZ .0 36.53 +0.28 .0032 iShMSCIBrazilSC EWZS 3.8 13.01 1.77 .2488 PwrShS&PSCMatls PSCM ... 44.68 0.43 .1676 WisdTrMEDiv GULF 2.3 17.52 +0.13 .10
KraneFTSE EM Plus KEMP 2.2 22.85 0.45 .4926 WisdTrGlHdgSC HGSD 2.5 24.27 0.66 .15 FT Nasd100xTech QQXT .2 45.21 0.14 .0218 iShMSCIChinaETF MCHI 1.6 53.24 +0.83 .4209 PwrShS&PSC Util PSCU ... 49.69 0.44 1.7605 WisdTrNegHYBd HYND 4.6 21.00 0.04 .08
Nasdaq Issues
9.50 4.94 UnitedSecBcshrs UBFO 2.2 22 9.30 +0.10 .05 34.38 15.53 VeecoInstr VECO ... dd 31.40 1.55 ... 1.47 0.93 Vivus VVUS ... 3 1.04 +0.03 ... 11.72 7.77 WestMarine WMAR ... 30 9.79 0.38 .05 25.00 8.00 XBiotech XBIT ... dd 8.38 0.51 ...
169.89 97.52 UnitedTherap UTHR ... 9 121.64 1.54 ... 17.20 7.72 VeraBradley VRA ... 15 7.73 0.62 ... 34.70 24.17 Vodafone VOD 7.7 dd 29.18 +1.60 1.1234 65.34 46.21 WestamericaBncp WABC 3.0 23 52.37 0.35 .39 6.75 1.80 XcelBrands XELB ... 18 2.25 0.05 ...
32.73 22.50 Uniti UNIT 10.0 dd 24.10 +0.70 .60 9.71 4.81 Veracyte VCYT ... dd 8.23 +0.14 ... 18.25 8.48 VoyagerTherap VYGR ... dd 9.19 0.18 ... 91.00 38.65 WesternDigital WDC 2.3 dd 86.66 2.99 .50 10.01 5.14 Xcerra XCRA ... 40 9.69 0.01 ...
18.00 10.43 UnityBancorp UNTY 1.5 13 16.35 +0.10 .06 2.54 1.05 Verastem VSTM ... dd 2.35 0.10 ... 7.50 4.65 vTvTherap VTVT ... dd 4.97 0.26 ... 10.75 7.35 WestNewEngBncp WNEB 1.2 34 10.05 0.25 .03 29.38 12.51 Xencor XNCR ... 53 21.84 0.47 ...
117.85 47.88 UniversalDisplay OLED .1 96 114.60 +0.40 .03 44.70 31.43 VerintSystems VRNT ... dd 40.00 +0.10 ... 19.92 6.84 WestmorelandCoal WLB ... dd 7.19 2.63 ... 30.13 16.70 XenithBkshrs XBKS ... 9 26.87 0.43 ...
80.42
110.97
52.90
79.97
UnivElectro
UniversalForest
UEIC
UFPI
...
1.0
51
18
62.20
90.23
2.00
+2.60
...
.45
91.80
87.40
74.01
75.60
VeriSign
VeriskAnalytics
VRSN
VRSK
...
...
25
22
89.19
79.41
+0.08
+1.31
...
... W 2.25
32.30
0.82
23.75
WestportFuelSys
WeycoGroup
WPRT
WEYS
...
3.3
dd
18
1.55
26.88
+0.08
0.45
...
.22
9.95
67.09
3.65
43.50
XenonPharms
Xilinx
XENE
XLNX
...
2.1
dd
29
4.00
66.67
0.20
+2.37
...
.35
17.70 11.09 UnivLogistics ULH 2.2 17 12.80 0.25 .07 29.43 13.91 Veritex VBTX ... 24 25.56 1.08 ... 38.29 27.67 WholeFoods WFM 2.0 29 35.99 0.29 .18 6.41 3.51 Xunlei XNET ... dd 3.61 0.19 ...
19.67 9.13 UnivStainless USAP ... dd 17.49 0.41 ... 15.64 10.00 Veritone VERI ... ... 14.89 +1.82 ... 40.15 14.46 WAVE LifeSci WVE ... dd 20.85 1.35 ... 3.04 1.27 Wi-Lan g WILN 2.6 dd 1.43 0.12 .0091 16.97 7.36 YRC Worldwide YRCW ... 37 8.75 +0.82 ...
31.50 19.38 UnivestPA UVSP 2.8 30 28.15 0.95 .20 13.89 11.05 VeronaPharma VRNA ... ... 13.52 +0.02 ... 125.00 100.60 WD-40 WDFC 1.9 29 102.03 1.57 .49 36.39 9.76 Willdan WLDN ... 28 32.19 +0.05 ... 57.22 31.07 YY YY ... 12 53.43 0.50 ...
23.00 6.95 UplandSoftware UPLD ... dd 22.18 +0.92 ... 24.00 7.87 Versartis VSAR ... dd 15.95 1.55 ... 121.55 96.94 WPP WPPGY 4.1 16 112.33 +2.44 2.2769 28.06 21.10 WillisLease WLFC ... 9 25.50 0.30 ... 51.23 35.05 Yahoo YHOO ... dd 50.18 +0.53 ...
40.80 18.76 UrbanOutfitters URBN ... 11 19.45 2.16 ... 121.96 71.46 VertxPharm VRTX ... cc 118.02 +3.42 ... 50.55 30.56 WSFS Financial WSFS .6 20 43.75 1.30 .07 146.30 112.76 WillisTwrsWatson WLTW 1.5 37 140.06 2.26 .53 29.13 17.28 Yandex YNDX ... 91 28.51 +0.45 ...
19.26 13.01 UroGenPharma URGN ... ... 18.85 +2.45 ... 50.81 36.25 Viacom A VIA 2.1 13 38.20 +1.20 .20 15.50 10.73 WVS Financial WVFC 1.6 18 15.25 +0.10 .04 10.46 4.28 Windstream WIN 12.7 dd 4.71 +0.40 .15 22.97 10.92 YintechInvt YIN ... 6 12.07 0.75 .80
75.00 56.30 UtahMedProducts UTMD 1.7 19 63.30 0.50 .265 46.72 33.44 Viacom B VIAB 2.3 12 35.20 +0.59 .20 88.00 76.26 WalgreensBoots WBA 1.9 21 80.61 4.64 .375 33.42 24.74 Wingstop WING 38.4 50 30.18 0.56 2.90 39.85 26.75 YorkWater YORW 2.0 35 32.15 1.25 .1602
2.40 1.60 UTStarcom UTSI ... dd 2.14 ... ... 82.19 61.85 ViaSat VSAT ... cc 64.15 0.10 ... 35.95 22.74 WashingtonFederal WAFD 1.9 17 32.05 0.35 .15 133.07 92.12 Winmark WINA .3 24 129.60 +0.35 .11 9.15 4.71 ZAGG ZAGG ... dd 8.20 0.50 ...
11.89 6.14 ViaviSolutions VIAV ... 31 10.95 0.71 ... 58.30 36.30 WashTrBcp WASH 3.2 17 47.85 1.35 .38 76.71 46.62 WintrustFin WTFC .8 18 68.99 1.63 .14 7.73 2.89 Zafgen ZFGN ... dd 4.09 0.04 ...
V 18.70 9.05 Vicor VICR ... dd 16.85 0.30 ... 20.40
18.75
14.19
12.15
WaterstoneFinl
WayneSavings
WSBF
WAYN
2.6
2.0
18
23
18.60
17.70
0.25
0.01
.50
.09
13.32
86.15
7.87
25.41
WisdomTreeInvs
Wix.com
WETF
WIX
3.3
...
61
dd
9.69
73.95
+0.67
4.35
.08
...
101.00 46.13 ZebraTech ZBRA ... dd 98.48 1.16 ...
11.74 7.68 Videocon d2h VDTH ... cc 11.11 +0.03 ... 44.58 27.43 Zillow A ZG ... dd 41.42 1.67 ...
91.96 59.51 VCA WOOF ... 35 91.80 0.05 ... 10.39 2.64 ViewRay VRAY ... dd 5.87 0.69 ... 21.75 16.35 WaysideTech WSTG 3.3 15 20.40 +0.05 .17 72.28 53.18 Woodward WWD .7 21 66.84 +0.68 .125 44.49 26.85 Zillow C Z ... dd 41.04 1.83 ...
4.51 3.12 VEON VEON 4.9 3 3.94 0.18 .195 1.70 0.90 VikingTherap VKTX ... dd 1.25 +0.03 ... 22.50 12.90 Web.com WEB ... 99 20.70 1.05 ... 88.26 37.80 WorldAcceptance WRLD ... 10 81.91 +2.91 ... 2.05 1.07 ZionOil&Gas ZN ... dd 1.65 +0.01 ...
7.40 2.47 VOXX Intl VOXX ... 33 5.90 1.10 ... 36.42 24.66 VillageSuper A VLGEA 4.0 17 25.01 0.32 .25 67.55 48.10 WebMD WBMD ... 30 55.80 +0.87 ... 2.67 1.20 WrightMedical Rt WMGIZ ... ... 1.40 ... ... 48.33 23.02 ZionsBancorp ZION .8 18 40.10 0.05 .08
44.35 26.16 VSE VSEC .7 17 42.67 0.95 .07 20.25 13.53 ViperEnergyPtrs VNOM 6.7 52 18.03 +0.23 .302 82.28 22.89 Weibo WB ... cc 78.31 +15.87 ... 31.53 15.85 WrightMedical WMGI ... dd 27.44 0.22 ... 15.03 1.62 ZionsBancorpWt ZIONW ... ... 9.86 0.04 ...
37.25 24.42 VWR VWR ... 29 32.89 0.31 ... 4.94 3.51 VircoMfg VIRC ... 3 4.45 +0.30 ... 16.52 9.15 Wendy's WEN 1.7 33 16.02 +0.18 .07 129.03 82.51 WynnResorts WYNN 1.6 46 121.73 3.56 .50 5.99 3.61 Zix ZIXI ... 53 5.82 +0.35 ...
18.00 9.14 VandaPharm VNDA ... dd 14.25 0.25 ... 19.07 12.35 VirtuFinancial VIRT 6.2 23 15.55 ... .24 30.20 21.35 WernerEnterprises WERN 1.1 25 25.85 +0.10 .07 13.83 7.33 Zogenix ZGNX ... dd 13.35 +0.65 ...
36.58 25.00 VarexImaging VREX ... ... 34.22 0.18 ... 128.10 69.59 VirtusInvtPtrs VRTS 1.7 16 103.70 +5.25 .45 44.19 29.44 WesBanco WSBC 2.8 17 37.61 0.86 .26 XYZ 26.55 13.50 Zumiez ZUMZ ... 14 14.95 1.33 ...
36.95 21.54 VaronisSystems VRNS ... dd 35.95 +0.80 ... 35.58 18.03 Virtusa VRTU ... 72 28.20 3.15 ... 25.05 17.50 WestBancorp WTBA 3.3 15 21.75 0.80 .18 25.95 6.31 ZynerbaPharma ZYNE ... dd 18.06 1.54 ...
7.58 3.15 VascularBiogenics VBLT ... dd 5.60 0.55 ... 8.38 2.55 VitalTherapies VTL ... dd 3.13 +0.02 ... 28.57 18.55 West WSTC 3.9 10 23.10 0.02 .225 14.40 3.96 XOMA XOMA ... dd 6.41 +0.15 ... 3.52 2.27 Zynga ZNGA ... dd 3.45 +0.13 ...
WisdTrStratCpBd CRDT 3.3 75.65 +0.35 .21 DeutschextrMSCIEur DBEZ 1.2 30.31 0.28 .1813 E-TRACS Silvr USV ... 21.84 +0.83 ... GlbX MLP MLPA 7.1 11.24 +0.01 .1985 InspireGlblHope BLES ... 26.30 +0.20 ... iShEdgeMSCIMinVlAs AXJV 29.4 32.99 +0.06 12.3604
WisdTrUSQltyDiv DGRW 1.2 35.86 0.11 .035 DeutscheXMSCIGerm DBGR 5.1 27.83 0.28 .7117 ETracsLngPlat PTM ... 9.89 +0.27 ... GlbXMSCIArgentina ARGT .3 30.15 0.26 .084 InspireS/MC Impact ISMD ... 24.45 0.18 ... iShEdgeMSCIMinEAFE EFAV 4.0 70.29 +1.12 1.4109
WisdTrUSSCQltyDiv DGRS .7 32.68 0.45 .02 DeutscheXMSCIJapan DBJP .2 38.65 0.19 .0315 EcoLogicalStrat HECO .9 38.37 0.07 3.3075 GlbXMSCIColombia GXG 1.3 10.03 +0.12 .1349 iPathBloomAgriTR JJA ... 33.49 0.01 ... iShEdgeMSCIMinVlEM EEMV 2.6 55.39 +0.15 .7248
WisdTrUK Hdg DXPS 6.5 24.49 +0.29 .395 DeutscheXMSCMexico DBMX .3 20.54 0.41 .0537 ElemntsDJSelct DOD ... 18.65 0.05 ... GlbX MSCIGreece GREK 1.6 9.61 +0.05 .152 iPathBloomAlumTR JJU ... 17.02 +0.59 ... iShEdgeMSCIMnVlEur EUMV 2.3 25.03 +0.45 .2818
WisdTrWstnAsset UBND 3.0 50.70 +0.45 .125 DeutscheXMSCSKorea DBKO .3 28.39 +0.16 .0469 ElemntsRogrMrngstr WMW ... 27.06 0.28 ... GlbXMSCINigeria NGE ... 15.37 0.74 ... iPathBloomCocoaTR NIB ... 24.92 +0.59 ... iShEdgeMSCIMinVol ACWV 2.7 79.03 +0.55 1.0777
DeutscheXMSCIUK DBUK 1.0 21.80 +0.18 .1112 ElemntsRogrAgri RJA ... 6.30 ... ... GlbX MSCINorway NORW 2.7 11.91 +0.27 .3222 iPathBloomCoffeeTR JO ... 18.01 0.40 ... iShEdgeMSCIMinJapn JPMV 4.7 62.40 +1.27 1.4684
NYSE DeutscheXMuniRev RVNU 2.5
DeutschexRuss1000 DEUS .6
26.37
28.59
+0.16
0.08
.0555
.043
ElemntsRogrEngy RJN ...
ElemntsRogrMtls RJZ ...
2.44
7.89
+0.10
+0.13
...
...
GlbXMSCIPakistan PAK 2.8
GlbXMSCIPortugal PGAL 3.6
18.32
11.12
0.43
+0.19
.5195
.3994
iPathBloomCommTR DJP
iPathBloomCopperTR JJC
...
...
23.32
29.33
+0.41
+0.71
...
...
iShEdgeMSCIMinUSA USMV 1.7
iShEdgeMSCIMultif ACWF 1.8
48.24
26.60
+0.09
+0.05
.2088
.2398
GuggCreditAlloc GGM 9.5 23.01 0.33 .1813 DeutscheXRuss2000 DESC .8 30.95 0.86 .0594 ElemntsRogrTr RJI ... 5.03 +0.11 ... GlbXISuperDivEM SDEM 4.3 15.90 ... .0575 iPathBloomCottonTR BAL ... 50.66 1.90 ... iShEdgeMSCIMultInt INTF .2 26.50 +0.36 .0284
NuvShrtDurCrOppFd JSD 7.2 17.73 0.34 .106 DeutscheXUSDHiYd HYLB 6.2 51.21 +0.08 .2638 ElemntsSpectrmLC EEH ... 17.90 +0.49 ... GlbXNextEmerging EMFM 2.3 21.38 ... .4816 iPathBloomEnergyTR JJE ... 5.55 +0.17 ... iShEdgeMSCIMlIntSC ISCF 2.8 28.48 +0.35 .3951
DhandhoJunoonETF JUNE ... 25.92 0.08 ... ElemntsGrain GRU ... 3.72 0.03 ... GlbX Permanent PERM 1.3 24.80 +0.27 .3126 iPathBloomGrainsTR JJG ... 27.67 ... ... iShEdgeMSCIMultUSA LRGF 1.7 28.10 0.06 .1224
DiamondHillVal DHVW 4.1 27.86 0.11 .2835 EnSelectSectorSPDR XLE 2.5 68.08 +0.33 .419 GlbXSciBetaAsiaXJ SCIX 4.3 23.90 0.01 1.0171 iPathBlmIndMetalTR JJM ... 24.12 +0.42 ... iShEdgeMSCIUSASC SMLF .6 35.13 0.74 .0511
NYSE ARCA DirexAllCapIns KNOW 2.6 39.21 0.14 .2525 ETFS GoldTr SGOL ... 121.79 +2.65 ... GlbXSciBetaEurope SCID 2.6 26.52 +0.39 .6791 iPathBlmLivestkTR COW ... 25.15 +0.10 ... iShEdgeMSCIUSAMom MTUM 1.1 86.37 +0.32 .2353
DirexAuspiceBroad COM ... 24.55 +0.26 ... ETFS PlldmShr PALL ... 72.71 4.35 ... GlbXSciBetaJapan SCIJ 2.6 28.81 +0.38 .7447 iPathBloomNatGasTR GAZ ... .42 0.05 ... iShEdgeMSCIUSAQual QUAL 1.9 73.16 0.05 .3471
ALPS CohenStrs GRI ... 43.92 +0.23 .4605 DirexAeroBl3 DFEN ... 24.71 +0.02 ... ETFS PltnmShr PPLT ... 89.90 +1.87 ... GlbXSciBetaUS SCIU 1.2 27.96 0.01 .3429 iPathBloomNickelTR JJN ... 11.05 +0.01 ... iShEdgeMSCIUSASize SIZE 1.5 75.89 +0.07 .2785
ALPSEmgDivDogs EDOG 1.6 24.16 +0.04 .095 DirexBrazilBull3X BRZU ... 27.84 20.02 ... ETFS SilvTr SIVR ... 16.46 +0.39 ... GlbXSilverMiners SIL 3.0 36.27 +0.88 1.0729 iPathBlmPlatinumTR PGM ... 19.28 +0.49 ... iShEdgeMSCIUSAVal VLUE 2.1 72.46 0.85 .3856
ALPS EqSecWgh EQL 1.7 63.32 +0.06 .2707 DirexCSIChinaInt CWEB ... 38.84 +2.79 ... EthoClimateLeader ETHO .7 29.86 0.02 .05 GlblXSuperDividend SDIV 6.8 21.31 +0.23 .1205 iPathBlPrecMetalTR JJP ... 55.96 +0.58 ... iShEmgMktDividend DVYE 1.2 40.23 0.11 .1215
ALPSIntlDivDogs IDOG 2.4 26.84 +0.38 .1599 DirexCSI300CnA CHAD ... 40.15 0.27 ... FIEnhancedEur50ETN FIEU ... 124.48 +3.82 ... GlbXSuperDivUS DIV 6.0 25.11 0.01 .1265 iPathBloomSoftsTR JJS ... 35.57 +0.29 ... iShEmgMktLCBond LEMB ... 46.14 0.06 ...
ALPSMedBreak SBIO ... 25.19 0.73 ... DirexCSI300CnABl2 CHAU ... 18.70 +0.24 ... FIEnhEurope50ETN FIEE ... 160.40 +5.31 ... GlbXSuperIncPfd SPFF 6.9 12.81 0.01 .0735 iPathBloomSugarTR SGG ... 35.78 +2.15 ... iShEuropeETF IEV 1.3 45.47 +0.74 .2913
ALPSSectorDivDogs SDOG 3.5 41.89 0.13 .3699 DirexCyberBull2X HAKK ... 47.83 1.25 ... FidelityCoreDiv FDVV 3.7 26.42 0.11 .244 GlbX Uranium URA 6.9 13.49 0.21 .9365 iPathAIGCarbon GRN ... 5.50 +0.33 ... iShExponentialTech XT 1.9 31.33 +0.16 .1469
ARKGenomicRev ARKG ... 20.66 +0.28 ... DirexDevMktBear3 DPK ... 16.04 0.70 ... FidelityCorpBd FCOR 2.8 50.54 +0.23 .12 GSActiveBetaEM GEM .4 31.23 0.13 .0339 iPathEUR USD Ex ERO ... 41.64 +1.38 ... iShMtgRealEstCap REM 9.3 45.29 +0.29 1.0585
ARKIndlInnovation ARKQ ... 28.27 0.15 ... DirexDevMktBl3 DZK ... 66.22 +2.39 ... FidelityDivRising FDRR 2.9 27.76 0.10 .199 GSActiveBetaEurope GSEU 1.6 30.18 +0.46 .1221 iPathGEMSAsia8ETN AYT .9 40.75 ... .0319 iShResidentRealEst REZ 3.4 64.66 +0.92 .5556
ARKInnovationETF ARKK ... 26.93 +0.22 ... DirexEM Bear3 EDZ ... 14.99 0.02 ... FidelityLtdTermBd FLTB 1.9 50.47 +0.08 .08 GSActiveBetaIntlEq GSIE 1.4 27.70 +0.34 .0943 iPathGSCI nts GSP ... 13.71 +0.54 ... iShFloatingRateBd FLOT 1.3 50.86 +0.04 .0571
ARKWebx.0ETF ARKW ... 32.63 +0.61 ... DirexEM Bull3 EDC ... 83.08 0.82 ... FidelityLowVol FDLO 1.6 27.31 0.01 .107 GSActiveBetaJapan GSJY .0 29.90 +0.41 .0019 iPathGBP USD Ex GBB ... 34.15 +0.40 ... iShGlobal100 IOO 2.0 85.03 +0.41 .8675
AdvShCornerSC SCAP ... 30.55 0.65 .0301 DirexEnergyBr3 ERY ... 12.18 0.17 ... FidelityMSCICnDisc FDIS 1.1 35.09 0.28 .094 GSActiveBetaUSLC GSLC 1.7 47.37 0.13 .1962 InvSP500VIXShort IVOP ... 38.30 0.01 ... iShGlobalREITETF REET 3.9 25.42 +0.24 .2466
AdvShDorseyADR AADR ... 47.52 1.32 .0299 DirexEnergyBr1 ERYY ... 21.37 +0.04 ... FidelityMSCICnStpl FSTA 1.9 33.25 +0.24 .162 GSHedgeIndVIP GVIP .6 46.87 0.10 .0657 iPathJPY USD Ex JYN ... 50.59 +0.77 ... iShGoldTr IAU ... 12.08 +0.27 ...
AdvShFocusedEqu CWS ... 27.96 0.17 .0088 DirexEnergyBl3 ERX .3 28.82 +0.31 .0197 FidelityMSCIEn FENY 2.5 19.02 +0.13 .121 GSTreasury0-1Y GBIL .6 100.05 +0.02 .0504 iPath MSCI India INP ... 76.56 0.72 ... iShiBoxx$InvGrCpBd LQD 3.2 119.97 +0.94 .3217
AdvShGartmGoldEuro GEUR 6.9 11.93 0.04 .032 DirexEuroFinBr1 EUFS ... 17.82 0.25 ... FidelityMSCIFinls FNCL 1.6 34.43 0.37 .135 GuggBull2017CpBd BSCH 1.1 22.63 +0.01 .0205 iPathCurrCarry ICI ... 39.66 0.17 ... iShiBondsDec2020Cp IBDL 2.2 25.56 +0.09 .0476
AdvShGartmGoldYen GYEN 7.9 11.21 +0.07 .8912 DirexEuroFinBll2 EUFL ... 42.50 +0.63 2.7892 FidelityMSCIHlthCr FHLC 1.4 36.12 0.13 .125 GuggBRIC EEB 1.3 32.16 0.60 .4111 iPathPBAgriculture DIRT ... 30.89 0.42 ... iShiBondsDec2018Cp IBDH 1.6 25.19 +0.03 .0334
AdvShKIMKorea KOR ... 28.46 +0.70 .1147 DirexChinaBr3 YANG ... 11.13 0.35 ... FidelityMSCIIndls FIDU 1.8 33.83 0.07 .155 GuggBull2017HY BSJH 2.4 25.75 +0.04 .0508 iPathPBAluminum FOIL ... 26.52 +0.01 ... iShiBondsDec2019Cp IBDK 1.9 24.99 ... .0401
AdvShNewfleet MINC 2.5 48.74 +0.11 .1012 DirexChinaBl3 YINN ... 21.32 +0.59 ... FidelityMSCIIT FTEC .9 42.95 0.24 .101 GuggBull2018CpBd BSCI 1.4 21.25 +0.01 .024 iPathPBBroadCmod BCM ... 26.73 +0.68 ... iShiBondsDec2017Cp IBDJ 1.1 24.85 +0.01 .0238
AdvShPacAsEnFR FLRT 3.4 49.55 +0.18 .1411 DirexFTSEEurBull3x EURL ... 31.74 +1.34 ... FidelityMSCIMatls FMAT 1.8 30.36 0.12 .133 GuggBull2018HY BSJI 3.3 25.38 +0.02 .0707 iPathPBCocoa CHOC ... 29.58 0.49 ... iShiBondsDec2025Cp IBDQ 3.4 25.01 +0.18 .0711
AdvShPeritusHY HYLD 7.1 35.95 +0.30 .2136 DirexFinlBear3 FAZ ... 19.68 +0.22 ... FidelityRealEst FREL 2.8 23.85 +0.28 .165 GuggBull2019CpBd BSCJ 1.6 21.26 +0.04 .0282 iPathPBCoffee CAFE ... 12.80 0.18 ... iShiBondsDec2024Cp IBDP 3.3 25.08 +0.18 .068
AdvShQAM Equity QEH ... 28.62 0.25 ... DirexFinlBear1X FAZZ ... 18.68 +0.55 ... FidelityMSCITelSvs FCOM 2.7 32.43 0.01 .22 GuggBull2019HY BSJJ 4.1 24.60 +0.02 .0843 iPathPBCopper CUPM ... 28.34 +0.63 ... iShiBondsDec2021Cp IBDM 2.5 25.01 +0.07 .0523
AdvShRangerEqBear HDGE ... 9.02 +0.03 ... DirexFinlBull3 FAS ... 42.88 0.71 ... FidelityMSCIUtils FUTY 2.9 33.70 +0.15 .245 GuggBull2020CpBd BSCK 1.8 21.49 +0.04 .0329 iPathPBGrains WEET ... 32.19 0.50 ... iShiBdsDec2021Muni IBMJ 1.3 25.86 +0.06 .028
AdvShStrGlbBW VEGA .8 28.82 +0.03 .2243 DirexGoldMinBr3 DUST ... 29.05 0.77 ... FidelityMomFactor FDMO 1.2 27.49 0.12 .081 GuggBull2020HY BSJK 4.1 24.85 +0.08 .0847 iPathPBLivestock LSTK ... 44.13 0.84 ... iShiBondsDec2026Cp IBDR 3.3 24.47 +0.21 .0682
AdvShSageCore HOLD 1.2 99.70 +0.30 .0957 DirexGoldBear1 MELT ... 25.83 0.17 1.8383 FidelityQualFactor FQAL 1.2 28.01 0.05 .084 GuggBull2021CpBd BSCL 2.1 21.32 +0.08 .0375 iPathPBNickel NINI ... 15.25 0.25 ... iShiBondsDec2023Cp IBDO 3.0 25.25 +0.14 .0639
AdvShWilshireBuybk TTFS 1.1 63.91 0.49 .7253 DirexGoldMinBl3 NUGT ... 35.07 +0.46 ... FidelityTotalBdETF FBND 2.7 50.37 +0.25 .114 GuggBull2021HY BSJL 4.3 25.13 +0.04 .0908 iPathPBSugar SGAR ... 26.33 0.41 ... iShiBondsDec2022Cp IBDN 2.8 25.20 +0.10 .0585
AlerianEnergyInfr ENFR 2.6 23.67 +0.09 .1562 DirexHlthcrBr3 SICK ... 27.40 +0.48 ... FidelityValFactor FVAL 1.5 28.55 0.08 .108 GuggBull2022CpBd BSCM 2.3 21.33 +0.09 .0402 iPathS&P500DynVIX XVZ ... 24.95 0.55 ... iShiBdsDec2022Muni IBMK 1.5 26.09 +0.12 .0325
AlerianMLPETF AMLP 7.0 12.25 +0.01 .215 DirexHlthcrBull3 CURE ... 35.17 0.42 ... FinSelSectorSPDR XLF 1.5 23.35 0.21 .0879 GuggBull2022HY BSJM 4.5 25.36 +0.07 .0949 iPathGSCrudeOil OIL ... 5.46 +0.28 ... iShiBdsMar18CpxFin IBCC 1.2 24.65 +0.01 .0246
AlphaCloneAltAlpha ALFA ... 38.95 0.13 ... DirexHY Bear2 HYDD ... 19.50 0.10 ... FT AustrAlpha FAUS 5.4 30.60 +0.16 .4115 GuggBull2023CpBd BSCN 2.4 20.98 +0.10 .0428 iPathS&PMLPETN IMLP 5.9 20.39 +0.04 .2985 iShiBdsMar20CpxFin IBCD 1.9 24.71 +0.09 .0386
ArrowDJGlobalYd GYLD 2.9 18.46 0.09 .045 DirexHmbldrBr3 CLAW ... 17.00 0.97 ... FT S&P500VixTail VIXH 1.3 25.21 0.08 .0823 GuggBull2024CpBd BSCO 2.8 20.85 +0.11 .0491 iShAAA-ARtdCorpBd QLTA 2.7 52.18 +0.24 .117 iShiBdsMar23CpxFin IBCE 2.7 24.61 +0.21 .0553
ArrowQVMEquityFact QVM 1.7 24.02 0.43 .1009 DirexHmbldrBull3 NAIL ... 42.34 +2.08 ... FT ConsDscAlpDx FXD .8 36.12 0.37 .0748 GuggBull2025CpBd BSCP 2.6 20.65 +0.14 .0441 iShA/PDividend DVYA 4.7 47.51 +0.04 .5554 iShiBondsMar2020Cp IBDC 2.1 26.28 +0.04 .0464
iPathS&P500VIXST VXX ... 14.64 +0.60 ... DirexIndlsBl3 DUSL ... 24.79 0.39 ... FT ConsStaples FXG 1.5 46.05 0.18 .1703 GuggBull2024HY BSJO 4.7 25.57 +0.03 .0997 iShAgencyBond AGZ 1.6 113.70 +0.44 .1472 iShiBondsMar2018Cp IBDB 1.5 25.63 ... .0313
PathS&P500VIXMT VXZ ... 25.08 +0.17 ... DirexJapanBl3 JPNL ... 53.51 +1.69 ... FT DJ GlbSelDiv FGD 1.8 25.12 +0.21 .1115 GuggBull2026CpBd BSCQ 2.5 19.54 +0.09 .0414 iShCMBSETF CMBS 2.5 51.67 +0.20 .1066 iShiBondsMar2023Cp IBDD 2.9 26.73 +0.12 .0648
BarclyiPathBCrude OILB ... 50.19 +1.63 ... DirexJrGoldMinBr3 JDST ... 73.68 1.25 ... FT DJ Internet FDN ... 92.94 1.07 ... GuggBull2023HY BSJN 5.0 26.89 +0.09 .1117 iShGovt/CreditBond GBF 2.2 114.03 +0.50 .2124 iShiBdsSep2020Muni IBMI 1.2 25.70 +0.04 .025
BarcETNFIEnhEur50 FEEU ... 120.91 +3.60 ... DirexJrGoldMinBl3 JNUG ... 18.44 0.04 ... FT EnergyAlpDx FXN 1.0 14.40 +0.12 .0348 GuggCdnEner ENY 2.2 8.49 +0.13 .0463 iShIntermCredBd CIU 2.5 109.90 +0.36 .2304 iShiBdsSep2018Muni IBMG .9 25.49 +0.01 .0187
BarclaysETN FI Enh FLEU ... 144.98 +4.53 ... DirexLatinAmBl3 LBJ ... 23.34 6.79 ... EqCompassRiskMgr ERM ... 19.97 0.03 ... GuggChinaAllCap YAO 1.9 28.83 +0.36 .5415 iShIntmGovt/CredBd GVI 1.8 111.03 +0.42 .1704 iShiBdsSep2019Muni IBMH 1.0 25.60 +0.03 .0222
BarcETN+FIEnhGlHY FIGY ... 149.93 +2.02 ... DirexIndiaBull3 INDL ... 75.60 2.25 ... EqCompassTactical TERM ... 19.92 0.08 ... GuggChinaRE TAO 1.7 24.01 +0.14 .4027 iSh1-3YCreditBond CSJ 1.6 105.36 +0.10 .1419 iShiBdsSep2017Muni IBMF .9 27.20 0.01 .0202
S&PVEQTOR VQT ... 142.83 +0.28 ... DirexMexicoBl3 MEXX ... 23.81 0.71 ... FT DJ SelMicro FDM 1.2 42.09 0.83 .1249 GuggChinaSC HAO 3.0 24.83 +0.16 .7553 iSh10-20YTreasBd TLH 1.8 136.53 +1.57 .2061 iShiBoxx$HYCpBd HYG 5.1 88.18 +0.20 .3745
BarclaysETN+Select ATMP 4.9 23.07 0.13 .2845 DirexMcBear3 MIDZ ... 19.10 0.06 ... FT FTSE DevRE FFR ... 44.05 +0.33 .9626 GuggChinaTech CQQQ 1.3 45.76 +1.15 .5953 iSh3-7YTreasuryBd IEI 1.4 123.96 +0.45 .1484 iShIntRtHdgCorpBd LQDH 2.5 94.56 0.01 .1931
BarclaysETNShiller CAPE ... 105.41 0.45 ... DirexMcBull3 MIDU ... 35.13 0.58 .6125 FT FinlsAlpDx FXO 1.3 27.30 0.13 .0895 GuggDefEqty DEF 2.0 41.82 +0.09 .8475 iSh0-5YTIPSBd STIP 2.1 101.00 +0.19 .1806 iShIntRateHdgEM EMBH 3.9 25.87 0.06 .0831
BarclaysWILETN WIL ... 59.76 0.34 ... DirexNatGasBr3 GASX ... 29.41 0.16 ... FT GlbEngg FLM ... 53.99 +0.49 .1261 GuggDJIA Div DJD 4.3 29.86 0.07 .323 iShCalifMuniBd CMF 2.2 117.59 +0.65 .2107 iShIntRtHdgHiYdBd HYGH 4.7 90.85 0.01 .3584
Barrons400ETF BFOR .7 36.84 0.36 .2736 DirexNatGasBl3 GASL ... 28.49 0.24 ... FT GlbWindEner FAN 1.4 13.44 +0.15 .0466 GuggEnhShtDur GSY 1.4 50.25 +0.03 .0567 iShCommOptimized CMDT ... 35.78 +0.52 ... iShIRHdg10+ CLYH 3.0 24.99 0.15 .0624
BuzzUSSentLdrs BUZ ... 27.44 0.11 .175 DirexRealEstBr3 DRV ... 12.16 0.42 ... FT HlthCareAlpha FXH ... 63.51 0.13 ... GuggFronMkts FRN 3.5 13.62 0.04 .4702 iShAggrAllocation AOA 1.0 51.13 +0.10 .1267 iShJPX-Nikkei400 JPXN 2.5 57.79 +0.86 .7118
DirexRealEstBl3 DRN ... 21.08 +0.69 ... FTHeitmanPrmRlEst PRME .6 19.68 0.11 .0303 GuggS&P500EWCD RCD 1.4 91.23 1.40 .3165 iShConsAllocat AOK 1.7 33.85 +0.15 .0468 iShJPMUSDEmgBd EMB 4.6 114.92 0.05 .4437
CSFIEnhBigCapGrw FIBG ... 72.87 0.89 ...
DirexRgBanksBear3X WDRW ... 49.36 +0.67 ... FTHorizonMgdVolDev HDMV .6 32.60 +0.64 .0474 GuggS&P500EWCnStp RHS 1.5 126.52 +0.68 .4844 iShCoreDivGrowth DGRO 2.1 30.66 0.10 .1606 iShLatinAmerica40 ILF 1.9 30.44 2.28 .2845
CSOPChinaCSI300AH HAHA ... 27.44 +0.49 .4779
DirexRgBanksBull3X DPST ... 54.07 3.45 .103 FTHorizonMgdVolDom HUSV 1.3 21.39 +0.03 .0685 GuggS&P500EW RSP 1.5 90.97 0.17 .35 iShCore5-10YUSDBd IMTB 3.1 49.71 +0.33 .1294 iShMBSETF MBB 2.6 107.22 +0.41 .2304
CSOPFTSEChinaA50 AFTY 1.1 13.88 0.08 .1543
DirexRetailBull3 RETL ... 28.23 2.69 .9513 FT Chindia FNI ... 35.05 +0.73 .1331 GuggS&P500EWEner RYE 2.2 56.46 +0.34 .3076 iShGrwthAllocation AOR 1.4 43.26 +0.17 .1526 iShACWILowCarbon CRBN 1.8 107.19 +0.30 .9447
CSOPMSCIChinaAInt CNHX ... 25.40 0.03 1.2637
DirexRussiaBr3 RUSS ... 32.39 +0.65 ... FT IndlsAlpDx FXR .4 34.49 0.09 .0384 GuggS&P500EWFin RYF 2.1 37.14 0.29 .1974 iShCoreHiDividend HDV 3.5 83.13 +0.10 .7229 iShMSCIAllPeruCap EPU .5 34.93 +0.36 .0905
CTracksETN2026 MLPE 5.3 26.31 +0.10 .3509 DirexRussiaBl3 RUSL ... 41.37 1.34 ... FT Long/Short FTLS .3 35.45 0.06 .0287 GuggS&P500EWHlthcr RYH .4 163.91 0.85 .157 iShCoreMSCIEAFEETF IEFA 1.9 61.58 +0.79 .5941 iShMSCIAustralia EWA 5.0 21.69 0.06 .5396
CTrksETNsMillerHwd MLPC 5.3 17.16 0.06 .2268 DirexS&P500Br3 SPXS ... 43.79 +0.36 ... FT MatAlpDX FXZ .9 37.64 0.02 .0876 GuggS&P500EWIndl RGI 1.0 104.71 +0.06 .268 iShCoreMSCIEmgMk IEMG 2.3 49.84 0.11 .5856 iShMSCIAustriaCap EWO .5 21.14 +0.93 .0561
CambriaGlbMomentum GMOM 1.0 24.82 +0.06 .0601 DirexS&P500Bl3 SPXL ... 32.36 0.40 ... FT MngstrDiv FDL 3.1 28.15 0.10 .2161 GuggS&P500EWMat RTM 1.6 95.91 +0.59 .3948 iShCoreMSCIEurope IEUR 1.5 47.85 +0.73 .3518 iShMSCIBRICETF BKF 2.1 37.11 0.54 .3873
CambriaGlbValue GVAL ... 23.40 0.01 .0803 DirexS&P500Bull2X SPUU ... 42.33 0.14 3.0022 FT MornMgdFut FMF ... 45.58 0.07 ... GuggS&P500EWTech RYT .7 124.41 0.18 .2327 iShMSCIIntlDev IDEV ... 53.92 +0.68 ... iShMSCIBelgiumCap EWK 1.6 20.35 +0.06 .1585
CambriaShareholder SYLD 1.3 33.56 0.30 .1077 DirexS&PBiotchBr1 LABS ... 31.69 0.31 1.7293 FT NaturalGas FCG 1.0 23.02 0.02 .0548 GuggS&P500EWUtil RYU 3.3 84.60 +0.35 .69 iShCoreMSCIPacific IPAC 3.0 53.69 +0.43 .8017 iShMSCIBrazilCap EWZ 2.3 34.96 4.78 .3954
ClaymoreIdxLnk GCE 6.3 16.52 +0.14 .2608 DirexS&PBiotechBr3 LABD ... 10.20 +0.29 ... FT NA Energy Infra EMLP 3.7 25.00 +0.14 .2303 GuggS&P500PureGr RPG .7 92.50 +0.17 .1529 iShModAllocation AOM 1.5 37.02 +0.14 .1365 iShMSCICanadaETF EWC 2.0 26.28 +0.17 .2628
ColumbiaBeyBRICs BBRC 2.3 16.89 +0.01 .3962 DirexS&PBiotechBl3 LABU ... 46.32 2.18 ... FT NYSE ArcaBiotch FBT ... 106.54 0.30 ... GuggS&P500PrVal RPV 2.1 57.80 0.45 .3076 iShCore1-5YUSDBd ISTB 2.1 50.29 +0.09 .0879 iShMSCIChileCapped ECH .1 42.88 0.11 .0148
ColumbiaCoreBdETF GMTB 2.0 51.71 0.02 .0878
DirexS&P500Br1 SPDN ... 34.64 +0.06 ... FT PfdSecs FPE 4.7 19.84 0.01 .0779 GuggS&P400PrGrwth RFG 1.1 137.14 0.69 .3833 iShCoreS&P500ETF IVV 1.7 239.86 0.71 1.0322 iShMSCIChinaSC ECNS 4.5 45.25 0.36 1.0247
ColumbiaEMCoreXCh XCEM 1.1 26.38 0.27 .2811 DirexS&P500Bl1.25 LLSP ... 31.01 0.27 .1108 FTSTOXXEurSel Div FDD .8 13.38 +0.21 .0271 GuggS&P400PureVal RFV 1.3 61.01 0.36 .1973 iShCoreS&PMdCp IJH 1.3 170.85 0.63 .5343 iShMSCIColombia ICOL 1.0 14.44 +0.22 .0688
ColumbiaEMQualDiv HILO 1.5 13.98 0.35 .0522 DirexS&POil&GasBr3 DRIP ... 17.88 0.41 ... FT S&P REIT FRI 1.8 22.87 +0.27 .1027 GuggS&P600PrGrwth RZG .5 98.98 1.79 .1309 iShCoreS&PSmCpETF IJR 1.3 67.95 0.89 .224 iShMSCI EAFE EFA 1.8 66.11 +0.87 .5962
ColumbiaEMStratOpp EMDD 2.1 19.71 +0.14 .4045 DirexS&POil&GasBl3 GUSH ... 29.68 +0.46 3.3106 FT TechAlphaDEX FXL .4 43.68 0.04 .0422 GuggS&P600PrVal RZV 1.2 64.58 1.31 .1992 iShS&PTotlUSStkMkt ITOT 1.6 54.47 0.21 .2224 iShMSCIEmgMarkets EEM 1.9 41.15 0.07 .3962
ColumbiaEMConsumer ECON .6 26.56 ... .164 DirexSemiBear3 SOXS ... 31.15 1.96 ... FT USEquityOpp FPX 1.1 58.68 +0.12 .155 GuggInsider NFO 1.7 54.66 +0.20 .9038 iShCoreS&PUSGrowth IUSG 1.1 47.59 0.08 .1319 iShMSCIEmgMktSC EEMS 2.4 46.45 0.51 .5542
ColumbiaEMCoreETF EMCR 1.2 19.76 0.06 .2348 DirexSemiBl3 SOXL ... 88.84 +3.13 2.7644 FT UtilAlpha FXU 2.3 27.43 +0.41 .1597 GuggIntlMltAst HGI 3.3 16.71 +0.07 .1372 iShCoreS&PUSValue IUSV 1.8 49.93 0.29 .2223 iShMSCIFranceETF EWQ .6 29.36 +0.39 .0875
ColumbiaIndiaCnsmr INCO .1 40.58 0.76 .0303 Direx7-10TreaBr3 TYO ... 14.15 0.25 ... FT ValDivFd FVD 2.0 28.89 +0.05 .1468 GuggMSCIEMEq EWEM .7 32.12 +0.28 .0556 iShCore10+YUSDBd ILTB 3.8 62.86 +0.90 .201 iShMSCIFrontier100 FM .2 29.30 ... .0262
ColumbiaIndiaInfr INXX 2.3 13.81 0.29 .3174 Direx7-10TreaBull TYD ... 44.87 +1.02 2.8423 FT ValueLine100 FVL 1.5 21.03 0.09 .0775 GuggGlbTimber CUT 1.9 27.09 +0.04 .5152 iShCoreTotalUSDBd IUSB 2.8 50.90 +0.14 .1207 iShMSCIGermanyETF EWG .1 30.96 +0.42 .009
ColumbiaIndiaSC SCIN .7 19.46 0.59 .1288 DirexSilverMinBr2 DULL ... 26.28 2.01 3.143 FT Water FIW 2.8 41.78 ... .2927 GuggMC Core CZA 1.7 58.58 0.04 1.0156 iShCoreUSAggBd AGG 2.6 109.52 +0.60 .2391 iShMSCIGlblAgriPrd VEGI 1.7 26.50 +0.43 .2294
ColumbiaInterMunBd GMMB 3.0 53.15 +0.33 .1312 DirexSilverMinBl2 SHNY ... 12.41 +0.60 ... FlexShCurrHdDM TLDH .7 27.17 0.33 .0505 GuggMltiAstIncm CVY 4.3 20.64 ... .2224 iShCoreUS REIT USRT 3.9 48.65 +0.62 .4751 iShMSCIGloblEnProd FILL 3.0 19.49 +0.17 .2914
ColumbiaSustIntl ESGN 1.0 28.98 +0.25 .07 DirexScBear3 TZA ... 18.39 +0.55 ... FlexShCurrHdgEM TLEH ... 27.83 0.09 .1749 GuggRayJamesSB1 RYJ 1.5 39.76 +0.11 .5947 iShCurrHdgIntlHY HHYX 1.3 26.82 +0.08 .0283 iShMSCIGlblGoldMin RING 2.4 18.71 +0.08 .2291
ColumbiaSustUSEqu ESGS 2.2 28.50 0.58 .1548 DirexSCBull2 SMLL ... 40.27 0.75 .9478 FlexGlbQualRealEst GQRE .2 59.29 +0.59 .0305 GuggS&P500EWRlEst EWRE ... 26.85 +0.34 .287 iShCurrHdgNikk400 HJPX 2.5 26.49 0.13 .3297 iShMSCIGlbMet&MnPr PICK 1.6 27.00 +0.82 .2165
CnsmrDiscSelSector XLY 1.2 89.25 0.63 .2605 DirexScBl1.25 LLSC ... 31.15 0.36 .0845 FlexGlbUpstmNatRsc GUNR 1.7 29.43 +0.41 .1225 GuggS&P500Top50 XLG 1.8 168.89 0.97 .7792 iShCurHdgMSCIACWI HACW 1.7 26.58 0.26 .2322 iShMSCIGlSilverMin SLVP 3.9 11.66 +0.17 .2254
CnsStapleSelSector XLP 2.1 55.35 +0.39 .2898 DirexSCBull3 TNA ... 50.48 1.95 ... FlexShiBoxx5YTIPS TDTF 3.6 25.19 +0.10 .076 GuggS&PGlbl LVL 2.8 10.71 +0.10 .0757 iShCurHdgMSCIUS HAWX 1.5 25.28 0.09 .1939 iShMSCIEAFEGrowth EFG 1.1 74.52 +1.07 .394
CS FI LC Grwth FLGE ... 171.91 0.88 ... DirexKRBull3 KORU ... 45.07 +1.62 ... FlexiBx3YDurTIPS TDTT 3.2 24.71 +0.06 .0668 GuggS&PGlblWtr CGW 1.4 32.46 +0.23 .4701 iShCurrHdgMSCIAus HAUD 5.1 23.57 0.40 .5966 iShMSCIHongKong EWH 1.8 23.30 0.05 .2097
CSX L/S Equity CSLS ... 26.43 0.85 ... DirexTechBear3 TECS ... 11.48 +0.14 ... FlexShIntQualDiv IQDE 1.5 24.60 +0.33 .0923 GuggS&PHiIncmInfr GHII 2.9 28.66 +0.42 .2067 iShCurrHdgMSCICda HEWC 2.1 25.13 0.23 .268 iShMSCIIndonesia EIDO .2 27.39 +0.70 .0255
CSX2xAlerianMLPETN AMJL 20.0 24.16 1.51 .4033 DirexTechBull3 TECL ... 73.83 1.63 ... FlexShIntQuDivDyn IQDY 1.6 26.74 +0.18 .1101 GuggS&PMC400EW EWMC 1.3 58.79 0.14 .1873 iShCurrHdgMSCIEAFE HEFA 1.8 28.56 0.11 .2558 iShMSCIIrelandCap EIRL .9 43.36 +0.23 .2011
CSX Mthly2xLvMtg REML 5.6 29.37 +0.37 .1382 DirexTotBdBr1 SAGG ... 31.29 0.20 ... FlexShIntlQualDiv IQDF 1.5 25.46 +0.27 .0953 GuggS&P100EW OEW 1.3 29.09 0.15 .0968 iShCurHdgMSCIEAFE HSCZ 2.6 28.36 0.14 .3714 iShMSCIIsraelCap EIS 1.8 52.42 0.67 .4732
CSX WTICrude OIIL ... 30.61 +1.50 ... DirexTransportBl3 TPOR ... 24.40 +0.55 ... FlexShMDevMktxUS TLTD .8 63.06 +0.42 .1184 GuggS&PSC600EW EWSC 1.3 48.25 0.93 .1536 iShCurrHdgMSCIEM HEEM 1.8 23.71 0.07 .2088 iShMSCIItalyCapped EWI 1.6 28.52 +0.62 .2211
CurrShAUD FXA .9 74.58 +0.66 .0542 Direx20+TreaBr1 TYBS ... 20.89 0.44 ... FlexShEM FactTilt TLTE ... 52.87 0.28 .3189 GuggS&PSpinOff CSD 1.5 46.05 0.23 .702 iShCurHdMSCIEurozn HEZU 1.1 30.01 0.28 .1692 iShMSCIJapanETF EWJ 2.2 53.05 +0.68 .5835
CurrShGBP FXB ... 126.96 +1.44 ... Direx20+TreaBr3 TMV ... 20.45 1.21 ... FlexMrnUSMktFtrTlt TILT 1.3 99.62 0.75 .3212 GuggShipping SEA 2.7 11.84 0.02 .081 iShCurrHdMSCIGrmny HEWG .1 28.61 0.31 .0085 iShMSCIJapanSC SCJ 3.5 69.21 +1.17 1.2054
CurrShCAD FXC ... 73.05 +1.05 ... Direx20+YrTrBull TMF ... 20.27 +1.11 ... FlexShQualDivDef QDEF 1.9 39.87 0.06 .1927 GuggSolar TAN 4.6 18.09 0.05 .8349 iShCurHdgMSCIItaly g HEWI .6 16.84 0.01 .0465 iShMSCIKLD400Soc DSI 1.3 87.64 0.16 .2771
CurrShCNY FXCH ... 71.17 +0.18 ... DirexUtilBl3X UTSL ... 25.73 +0.34 ... FlexShQualDivDyn QDYN 2.2 39.35 0.24 .2196 GuggTR Bond GTO 2.5 51.94 +0.07 .1087 iShCurrHdMSCIJapan HEWJ 1.9 28.89 0.16 .2673 iShMSCIKokusaiETF TOK 2.2 59.88 +0.33 .6718
CurrShEuro FXE ... 108.52 +2.69 ... Direx iBillionaire IBLN ... 27.93 0.10 .2461 FlexShQualityDiv QDF 2.4 40.41 0.20 .2416 HartfordCorpBd HCOR ... 51.18 +0.63 .1142 iShCurHdgMSCIMex HEWW .5 21.10 0.47 .0571 iShMSCIMalaysiaETF EWM 7.8 32.14 +0.09 1.2559
CurrShJPY FXY ... 86.56 +1.60 ... DirexNasd100EW QQQE .9 39.43 +0.02 .0844 FlexShReadyAcc RAVI 1.0 75.55 +0.04 .0646 HartfordMultiDvxUS RODM 2.9 27.05 +0.53 .3857 iShCurrHdgMSCISK HEWY 2.0 28.29 +0.09 .2772 iShMSCIMexicoCap EWW .8 52.01 0.07 .1987
CurrShSGD FXSG ... 69.68 ... ... DirexZacksMLPHiIn ZMLP 8.8 18.15 0.03 .40 FlexShSTOXXGlb NFRA 1.2 46.88 +0.40 .1403 HartfordMultiEM ROAM 1.6 23.29 +0.10 .1834 iShCurHdgMSCISpain HEWP 4.4 23.84 0.14 .5211 iShMSCINetherlands EWN 2.1 29.34 +0.37 .3091
CurrShSEK FXS ... 110.42 +1.45 ... EmgMktInternetEcom EMQQ .5 32.65 +0.89 .1714 FranklinIntlOpps FLIO ... 26.80 0.18 ... HartfordMultiGlbSC ROGS 2.5 27.90 0.14 .3428 iShCurHdgMSCISwitz HEWL .1 26.90 0.20 .0118 iShMSCIPacificxJp EPP 4.1 44.27 0.11 .9061
CurrShCHF FXF ... 97.68 +2.81 ... ETF Exposure TETF ... 15.30 0.04 ... FranklinLibInvGrd FLCO 2.9 24.61 +0.09 .0592 HartfordMultiREIT RORE 3.7 15.01 +0.19 .1406 iShCurrHdgMSCIUK HEWU 2.4 24.34 +0.24 .2883 iShMSCIPhilippines EPHE .5 36.61 +0.07 .0886
DBAgricDoubleLgETN DAG ... 3.31 +0.02 ... ETFSBloomAllCmdty BCD ... 24.52 +0.17 ... FranklinShrtDurUS FTSD 2.1 96.81 0.19 .1708 HartfordMultiUSEqu ROUS 1.8 27.02 0.13 .1238 iShIntlSelDividend IDV 3.9 33.04 +0.54 .3225 iShMSCIPolandCap EPOL 2.9 24.17 +0.37 .3459
DBBaseMtlsDoubleLg BDD ... 7.00 +0.84 ... ETFSBloomAllCmdty BCI ... 24.37 0.05 ... FranklinUSLowVol FLLV .7 27.15 0.17 .0492 HealthCareSelSect XLV 1.5 75.03 0.25 .2738 iShSelectDividend DVY 3.1 90.73 0.13 .7013 iShMSCIRussiaCpd ERUS ... 30.85 0.54 .7798
DBBaseMtlsDblShr BOM ... 13.19 0.80 ... ETFSPhyPrecMtllBsk GLTR ... 62.04 +1.03 ... FranklinLibEM FLQE ... 30.04 0.11 .0932 HrznsS&P500CovCall HSPX 5.6 47.55 0.21 .2228 iShTransportAvg IYT 1.1 160.10 2.20 .4276 iShMSCISaudiArabia KSA 2.1 25.01 +0.06 .2646
DBBaseMtlsShrtETN BOS ... 20.65 +0.65 ... AlphaCloneIntl ALFI .7 22.82 +0.10 .1682 FranklinLibQGlbDiv FLQD 2.4 27.76 +0.17 .1632 HullTacticalUS HTUS ... 26.97 +0.02 .6672 iShUSBasicMaterial IYM 1.1 87.76 0.10 .241 iShMSCISingapore EWS 5.6 23.81 +0.20 .6623
DBCommodityDblLong DYY ... 2.85 0.09 ... ETRACS Alerian MLP AMU 6.3 19.81 +0.04 .3136 FranklinGlbEquity FLQG ... 27.87 +0.08 .6195 IQ AustraliaSC KROO 1.8 15.94 0.13 .2814 iShUSConsumerSvcs IYC .8 164.19 0.86 .3216 iShMSCISouthAfrica EZA 1.8 60.08 +0.88 .5497
DBCrudeOilDblShrt DTO ... 124.88 12.92 ... ETRACSMthPay2xLev CEFL 17.0 18.00 0.05 .2547 FranklinIntlEquity FLQH ... 25.51 0.14 2.7155 IQ CanadaSC CNDA 1.7 16.73 +0.25 .2926 iShUSConsumerGoods IYK 2.0 119.07 +0.24 .5918 iShMSCISouthKorea EWY 1.9 66.77 +0.89 .6454
DBCrudeOilLongETN OLO ... 4.30 +0.22 ... ETRACSMthPay2xLev DVHL 9.3 22.21 +0.16 .1722 GS ConnS&PGSCI GSC ... 21.86 +0.87 ... IQEnhCoreBdUS AGGE 1.9 19.60 +0.10 .0317 iShUSFinlServices IYG 1.2 107.17 1.35 .3194 iShMSCISpainCapped EWP 4.1 33.30 +0.58 .6815
DBCrudeOilShortETN SZO ... 87.88 5.82 ... DJ 2xSelect Div DVYL 2.8 62.42 0.03 .1474 GlbXBrazilConsumer BRAQ 1.3 13.84 2.00 .1752 IQEnhCorePlusBdUS AGGP 3.0 20.00 +0.02 .0506 iShUSHealthcare IYH 1.1 157.09 0.74 .443 iShMSCISwedenETF EWD .0 33.82 +0.02 .0049
DBGoldDoubleLgETN DGP ... 23.56 +0.99 ... ETRACSMortgageREIT MORL 6.5 16.99 +0.22 .0925 GlbX BrazilMC BRAZ 1.3 9.56 1.08 .1205 IQ50%HdgFTSEEur HFXE 1.2 19.61 +0.20 .06 iShU.S.Industrials IYJ 1.6 127.90 0.24 .4961 iShMSCISwitzerland EWL .1 34.83 +0.63 .0182
DBGoldDoubleShrt DZZ ... 5.85 0.14 ... S&P2xDivAristoETN SDYL 4.5 70.63 +0.47 .2635 GlbX ChinaConsumer CHIQ 1.2 13.87 +0.05 .1693 IQ50%HdgFTSEIntl HFXI 1.4 20.32 +0.16 .0724 iShU.S.RealEstate IYR 3.8 78.51 +0.92 .7451 iShMSCITaiwanCap EWT 2.0 34.52 +0.08 .7007
DBGoldShortETN DGZ ... 14.03 0.29 ... ETRACS2xLevUSHiDiv HDLV 8.5 30.32 +0.19 .2158 GlbX ChinaEner CHIE 2.0 10.65 0.04 .2149 IQ50%HdgFTSEJapan HFXJ 1.1 19.60 +0.06 .1055 iShU.S.Utilities IDU 3.0 130.15 +0.77 .9629 iShMSCIThailandCap THD 2.0 77.72 +0.99 .7644
DeepValueETF DVP 1.6 26.99 0.44 .105 ETRACS2xLevxEn LMLP 7.7 13.76 0.11 .0883 GlbX ChinaFinls CHIX 1.7 14.88 +0.11 .2577 IQGlbAgribusSC CROP 1.1 33.96 +1.10 .3809 iShUSAerospace&Def ITA .8 153.15 +0.27 .3143 iShMSCITurkeyETF TUR 2.8 40.18 +0.61 .0512
DeutXCSI300ChinaA ASHX 14.7 19.10 +0.09 2.8168 ETRACS2xLevUSREIT LRET 4.3 25.59 +0.39 .0912 GlbX ChinaIndls CHII 1.5 13.66 0.02 .1989 IQGlblOilSmCp IOIL 3.3 10.90 +0.22 .361 iShUS Energy IYE 2.3 37.44 +0.19 .2151 iShMSCIUSAESGSelct KLD 1.3 99.48 0.37 .3113
DeutschexFTSEDev DEEF .3 26.88 +0.06 .0194 ETRACSMthPay2xLev MRRL 6.5 16.97 +0.21 .0925 GlbX ChinaMatls CHIM 1.0 16.17 +0.33 .162 IQGlobalResources GRES .4 25.51 +0.15 .0967 iShUS Finls IYF 1.4 102.86 0.42 .3718 iShMSCIUSAEqWeight EUSA 1.3 49.93 0.08 .1594
DeutscheXFTSEEmCmp DEMG ... 27.40 +0.04 .1023 ETRACSMthlyPay2x SMHD 6.9 20.66 0.01 .1189 GlbXCopperMiners COPX .6 20.76 +0.70 .1195 IQHedgeL/STracker QLS .3 20.56 +0.05 .0584 iShUSHealthcarePrv IHF .1 139.39 1.61 .0507 iShMSCIUK EWU 2.4 34.83 +0.76 .4219
DeutscheXHarCSI300 ASHR .7 24.68 +0.16 .1714 ETRACSMnthly2xLev SPLX ... 43.19 +0.35 ... GlbX FTSEAndean40 AND 1.0 8.77 0.01 .0874 IQ HedMacrTrac MCRO ... 25.60 +0.05 ... iShUSHomeConstrn ITB .4 32.97 +0.54 .033 iShMSCIEAFEValue EFV 1.8 52.92 +0.64 .4804
DeutscheXCSI500ChA ASHS ... 31.44 +0.62 ... ETRACSMnly2xLevISE HOML ... 33.24 +1.16 ... GlbXFTSENordReg GXF 3.2 22.30 +0.15 .7183 IQHedgeMktNeut QMN 1.4 25.34 +0.07 .3478 iShU.S.Insurance IAK 1.5 59.82 0.23 .2313 iShMSCIWorldETF URTH 1.8 80.09 +0.26 .7382
DeutscheXNikkei400 JPN 1.9 26.13 +0.41 .2534 ETRACSS&PGSCICrude OILX ... 29.18 +1.25 ... GlbX FTSE SE Asia ASEA 2.4 14.99 +0.06 .3562 IQ HedMultStra QAI .0 29.18 0.05 .0005 iShUSOilEquip&Svcs IEZ .9 38.08 +1.15 .0818 iShMorningstarLC JKD 1.7 143.63 0.46 .6275
DeutscheXACAPxJ DBAP 2.5 25.98 +0.02 .3276 ETRACS2xMLvAlerian MLPQ 14.1 51.00 +0.08 1.7956 GlbXFertilizersPot SOIL 3.1 9.40 +0.29 .2884 IQLeadersGTAATrkr QGTA .4 23.00 +0.03 .0251 iShUSOil&GasExpln IEO .9 58.67 +0.20 .1292 iShMornLCGrowth JKE .7 137.43 0.16 .2497
DeutscheXAllChina CN 10.0 29.88 +0.37 2.9889 ETRACS2xMLevS&PMLP MLPZ 14.1 52.15 1.89 1.8328 GlbX GoldExplorers GOEX 36.2 22.27 +0.35 8.0542 IQMergerArbitrage MNA .2 30.19 +0.03 .0613 iShUSPharmaceuticl IHE 1.0 148.60 3.16 .3582 iShMornLCValue JKF 2.4 94.16 0.55 .5564
DeutscheXMSCIAWxUS DBAW 1.2 26.39 0.10 .1553 E-TRACS Agri UAG ... 19.06 ... ... GlbX GuruIndex GURU .2 26.65 +0.19 .0532 IQRealReturn CPI ... 27.29 +0.06 ... iShUSRegionalBanks IAT 1.1 43.57 0.76 .1166 iShMorningstarMC JKG .0 166.89 0.63 .016
DeutscheXAllxUSHiD HDAW 4.4 26.06 +0.25 .2835 E-TRACS Engy UBN ... 6.72 +0.09 ... GlbXGuruIntlIndex GURI 1.6 14.48 +0.07 .228 IQS&PHYLowVolBd HYLV 3.4 25.22 ... .0725 iShU.S.Technology IYW 1.0 141.14 0.98 .3519 iShMornMCGrowth JKH .4 179.51 +1.18 .1783
DeutscheXMSCIBrazl DBBR .8 10.49 0.94 .0416 E-TRACS CMCI UCI ... 13.87 +0.29 ... GlbXJPMEfficiente EFFE 1.7 25.08 0.17 .426 IQ US RealEstSC ROOF 4.4 26.68 +0.38 .2918 iShUSTelecomm IYZ 3.3 32.44 +0.11 .2712 iShMorningstarSC JKJ 1.2 157.78 1.16 .4676
DeutscheXMSCIEAFE DBEF .2 30.68 0.15 .0333 E-TRACS Food FUD ... 19.25 +0.10 ... GlbX JPM US SecRot SCTO 2.2 25.00 0.13 .5434 IndSelSectorSPDR XLI 1.8 66.16 0.14 .2967 iShUSMedDevices IHI .3 156.93 +0.09 .1257 iShMornSCGrowth JKK .8 155.38 0.57 .3026
DeutscheXEAFEHiDiv HDEF 2.6 25.04 +0.08 .165 E-TRACS Gold UBG ... 31.99 +0.09 ... GlblXJrMLPETF MLPJ 6.9 8.22 0.08 .1425 InfraCapMLPETF AMZA 19.9 10.47 ... .52 iShEdgeMSCIIntlMom IMTM 2.5 28.15 +0.45 .347 iShMornSCValue JKL 1.5 138.77 0.49 .5197
DeutscheXMSCIEMHdg DBEM 1.7 21.52 0.06 .1823 E-TRACS IndMtl UBM ... 14.33 +0.17 ... GlbXLithium&Batt LIT 1.8 29.26 +0.27 .5242 InfraCapREITPfd PFFR 7.1 25.71 0.02 .1512 iShEdgeMSCIIntQual IQLT 1.7 27.96 +0.40 .2325 iShNatlMuniBdETF MUB 2.3 110.16 +0.64 .2129
DeutscheXMSCIEur DBEU .5 28.29 0.13 .065 E-TRACS Lvstk UBC ... 19.40 0.73 ... GlbX MLP&Energy MLPX 4.1 14.08 +0.01 .1445 InnovatorIBD50Fd FFTY ... 27.04 +0.16 ... iShEdgeMSCIIntVal IVLU 1.6 24.36 +0.22 .1966 iShNewYorkMuniBd NYF 2.4 111.44 +0.64 .2257
iShNorthAmNatRscs IGE 1.6 33.22 +0.14 .1292 PIMCO1-5USTIPSIdx STPZ 3.0 52.45 +0.07 .13 ProShSh20+Tr TBF ... 22.78 0.44 ... SPDRBloomBarcIntTm ITE 1.3 60.20 +0.18 .0663 SPDREmMktSmlCp EWX 3.6 46.25 0.01 .8362 VangdSC Val VBR 1.6 120.22 1.12 .477
iShRussell1000Gwth IWF 1.1 117.02 0.32 .3306 PIMCO1-3USTreaIdx TUZ .9 50.73 +0.04 .037 ProShShtVIXST SVXY ... 142.40 12.05 ... SPDRBloomBarInCpBd IBND ... 32.89 +0.80 .0031 SPDR S&P ConDis IPD ... 40.42 +0.56 .2544 VangdDivApp VIG 1.9 90.82 0.30 .425
iShRussell1000ETF IWB 1.7 132.59 0.37 .5614 PIMCOShrtTrmMuniBd SMMU 1.4 50.40 +0.08 .057 ProShUSDCovBd COBO 1.6 102.00 +1.33 .1324 SPDRBlmBarIntTrBd BWX ... 27.46 +0.60 ... SPDR S&P ConStpl IPS 1.4 46.40 +0.94 .1668 VangdEnergy VDE 2.5 93.69 +0.51 .586
iShRussell1000Val IWD 2.0 113.91 0.30 .5789 PIMCO0-5YrHiYdCorp HYS 5.1 101.23 +0.01 .427 ProShrUlBscMtls UYM .2 54.34 0.14 .0231 SPDRBlmBarInvGrdFR FLRN 1.4 30.70 0.02 .0364 SpdrSPIntDiv DWX 2.3 39.51 +0.53 .2231 VangdExDurTreas EDV 2.4 115.78 +3.27 .702
iShRussell2000Gwth IWO .8 162.20 1.85 .3223 PwrShUsRealEst PSR ... 77.29 +1.26 1.6871 ProShUltBlmCrude UCO ... 18.35 +1.75 ... SPDRBlBarIssScCpBd CBND 3.1 32.46 +0.45 .0835 SPDR S&P IntEngy IPW 2.9 18.77 +0.40 .1346 VangdAWxUSSC VSS .3 107.61 +0.74 .074
iShRussell2000ETF IWM 1.1 136.03 1.48 .3868 PwrShAerospace PPA ... 44.85 +0.02 .2579 ProshUltBlmNatGas BOIL ... 12.23 1.01 ... SPDRBloomBarLTCpBd LWC 4.3 41.25 +0.61 .1478 SPDR S&P IntlFnl IPF 1.3 21.29 0.28 .0694 VangdFTSEDevMk VEA 1.4 41.49 +0.50 .15
iShRussell2000Val IWN 1.4 115.10 1.36 .417 PwrShBldAmBd BAB 4.2 29.84 +0.30 .1053 ProShrUlConsmrGd UGE .8 42.83 0.17 .0823 SPDRBloomBarcLTTr TLO 2.5 71.41 +1.29 .1495 SPDR S&P IntHltCr IRY 3.0 50.59 +0.38 .378 VangdFTSE EM VWO .7 40.69 0.24 .071
iShRussell3000ETF IWV 1.6 141.08 0.49 .5724 PwrShCEF Incm PCEF 6.9 23.52 0.11 .1348 ProShrUlCnsmr UCC .1 67.85 0.97 .0165 SPDRBloomBarMtgBd MBG 3.1 26.43 +0.14 .0678 SPDR S&P IntInd IPN .2 34.25 +0.31 .0167 VangdFTSE Europe VGK 2.0 56.19 +0.87 .277
iShMicro-CapETF IWC .9 84.60 1.27 .1931 PwrShCAAMTFrMuni PWZ 2.6 25.80 +0.15 .056 ProShrUltraDow30 DDM 1.1 93.03 0.67 .2554 SPDRBloomBarc1-10Y TIPX 3.5 19.62 +0.12 .0579 SPDR S&P IntMtrls IRV 1.5 22.18 +0.47 .0856 VangdFTSE Pac VPL .8 64.88 +0.52 .127
iShRussellMid-Cap IWR 1.3 188.40 +0.04 .6167 PwrShCNYDimSum DSUM 3.7 22.15 +0.11 .0688 ProShUlt Euro ULE ... 15.64 +0.77 ... SPDRBloomBar1-3MTB BIL .4 45.72 +0.01 .0166 SPDR S&P IntTech IPK .1 41.74 +0.40 .0095 VangdFinls VFH 1.0 59.24 0.62 .147
iShRussellMCValue IWS 1.8 82.26 0.10 .3661 PwrShCleantch PZD ... 38.08 +0.52 .1456 ProShUltFTSEEurope UPV ... 51.44 +1.95 ... SPDRBloomBarSTCpBd SCPB 1.8 30.65 +0.07 .0458 SPDRS&PIntTelecom IST .6 25.28 +0.45 .0389 VangdFTSEAWxUS VEU 1.2 50.28 +0.44 .153
iShRussellTop200Gr IWY 1.2 63.30 0.32 .1914 PwrShContrarian CNTR .2 29.01 0.72 .0133 ProShXinhuaChina25 XPP ... 59.58 +0.89 ... SPDRBloomBarSTHYBd SJNK 5.7 28.02 +0.02 .132 SPDR S&P IntUtil IPU 2.3 17.15 +0.52 .0991 VangdGrowth VUG 1.2 125.55 0.27 .379
iShRussellTop200 IWL 1.8 54.53 0.16 .2475 PwrShDBAgricFd DBA ... 20.24 +0.06 ... ProShrUltraFnl UYG .3 94.64 0.93 .0722 SPDRBloomBarSTInTr BWZ ... 31.09 +0.70 .0385 SPDR S&PMdCpTr MDY 1.1 311.60 1.38 .8228 VangdHlthCr VHT 1.3 139.06 0.60 .443
iShRussellTop200Vl IWX 2.2 47.79 0.20 .2682 PwrShDBBaseMtls DBB ... 15.97 +0.48 ... ProShUltraGold UGL ... 38.69 +1.55 ... SPDRBloomBarcSTTr SST 1.1 30.22 +0.07 .027 SPDR S$P Russ RBL 4.0 19.56 0.02 .3943 VangdHiDiv VYM 2.9 76.95 0.13 .56
iShS&P100 OEF 1.9 105.53 0.55 .4961 PwrShDBComTr DBC ... 15.07 +0.45 ... ProShUltGoldMiners GDXX ... 41.94 +0.38 ... SPDRBloomBarcTIPS IPE 3.8 56.73 +0.38 .1778 SPDR S&P 500 SPY 1.7 238.31 0.67 1.0331 VangdIndls VIS 1.7 124.94 0.31 .544
iShS&PMC400Growth IJK .8 193.05 0.50 .3938 PwrShDBEnergy DBE ... 12.50 +0.46 ... ProShrUlHlthCr RXL ... 71.14 0.82 .007 SPDRBloomBarc0-5Y SIPE 3.4 19.65 0.11 .0553 SPDR S&P Biotch XBI .1 69.14 0.89 .0197 VangdIntermBd BIV 2.5 84.71 +0.50 .1783
iShS&P500Growth IVW 1.3 135.26 0.20 .4386 PwrShDBGold DGL ... 40.16 +0.89 ... ProShUltraHY UJB 1.5 64.36 +0.99 .2488 SPDRBofAMLCrsOvCp CJNK 4.1 26.77 +0.47 .0913 SPDR SP China GXC 2.4 86.78 +1.28 1.0474 VangdLC VV 1.8 109.31 0.30 .498
iShGlobalEnergyETF IXC 2.9 33.09 +0.26 .4807 PwrShDBOilFd DBO ... 8.70 +0.33 ... ProShrUltraInd UXI .5 54.46 0.20 .0643 SPDRCitiIntGovBd WIP ... 55.76 +0.46 .6583 SPDR S&P Div SDY 2.0 87.59 +0.03 .4373 VangdLT Bond BLV 3.8 92.01 +1.13 .2883
iShGlobalHealthcr IXJ 1.4 106.07 +0.09 .7241 PwrShDBPrecMtls DBP ... 37.59 +0.83 ... ProShUltJrMiners GDJJ ... 51.42 +0.12 ... SPDRDoubleTRTact TOTL 3.0 49.28 +0.20 .1249 SPDR SP EmAsPac GMF 3.1 89.80 +0.67 1.4086 VangdMegaCap MGC 1.7 81.56 0.28 .338
iShGlobalTechETF IXN .7 131.05 0.36 .484 PwrShDBSilver DBS ... 26.09 +0.65 ... ProShUltBrazil UBR ... 58.70 20.67 ... SPDREUROSTOXX50 HFEZ .7 40.05 0.56 .0725 SPDR SP EmEuro GUR 3.5 30.14 +0.15 .5308 VangdMegaGrwth MGK 1.0 98.79 0.37 .242
iShGlobalTelecom IXP 4.3 60.02 +0.64 1.2822 PwrShDB G10 DBV ... 24.15 0.44 ... ProShUltMSCIEAFE EFO ... 112.71 +2.41 ... SPDREUROSTOXXSC SMEZ .6 56.90 +0.88 .1819 SPDR SP EmMkt GMM 1.5 66.11 0.14 .4924 VangdMegaVal MGV 2.3 67.97 0.28 .394
iShGloblFinancials IXG 1.3 61.40 0.22 .4081 PwrShDB USDBear UDN ... 21.49 +0.42 ... ProShUltMSCIEM EET ... 70.45 0.54 ... SPDRFactSetInnTech XITK ... 69.29 +0.63 .8086 SPDR SP EmMEA GAF 3.2 61.96 +0.40 1.0008 VangdMC VO 1.3 140.35 0.06 .461
iShS&P500ValueETF IVE 2.2 103.00 0.57 .5558 PwrShDB USDBull UUP ... 25.09 0.52 ... ProShrUltraJapan EZJ ... 100.85 +1.56 ... SPDRGlobalDow DGT 1.3 76.55 +0.25 .2503 SPDR S&P Home XHB .7 37.74 +0.12 .0663 VangdMCGrowth VOT .7 116.20 +0.50 .193
iShIntlDevProperty WPS 2.6 37.12 +0.22 .2372 PwrShDevEuroPac FXEP .3 28.54 +1.27 .0238 ProShrUltMexico UMX ... 23.86 0.10 ... SPDRLgDollarGold GLDW ... 120.00 0.75 ... SPDR IntlSC GWX 4.8 32.86 +0.33 .1582 VangdMC Val VOE 1.8 100.97 0.47 .452
iShGlobalConsDiscr RXI 1.3 99.49 +0.03 .668 SPDRMFSSysCore SYE 1.5 66.79 +0.07 .2519 VangdREIT VNQ 2.9 82.19 +0.91 .595
PwrShDynBiot PBE .5 43.09 ... .0555 ProShrUMdCp400 MVV .1 99.91 0.95 .0302 SPDR S&P MtlMng XME .5 29.08 +0.28 .0397
iShGlobalUtilities JXI 4.2 49.81 +0.88 1.0457 SPDRMFSSysGrowth SYG .8 68.84 0.41 .1402 VangdS&P500 VOO 1.8 218.71 0.70 .998
PwrShDynBldg&Con PKB ... 29.08 0.56 .0428 ProShrUlOilGas DIG 1.6 35.10 +0.39 .1388 SPDRS&POilGasExpl XOP .8 35.52 +0.23 .0739
iShGlobalMaterials MXI .9 59.67 +0.73 .2554 SPDRMFSSysValueEqu SYV 1.7 57.64 0.82 .2389 VangdS&P500 Grw VOOG 1.1 121.40 0.14 .324
PwrShDynEnerExpln PXE ... 20.52 +0.10 .1627 ProShUltraOil&Gas UOP .2 23.66 0.62 .012 SPDR S&P Pharm XPH .3 41.18 1.51 .027
iShGloblIndustrial EXI 1.4 83.26 +0.15 .5735 SPDRMSCIACWIIMI ACIM 2.4 71.34 +0.33 .8738 VangdS&P500Val VOOV 1.9 99.24 0.59 .469
PwrShDynFood&Bev PBJ ... 32.81 0.06 .258 ProShrUltraQQQ QLD .1 115.85 1.41 .0192 SPDR S&P Retail XRT 1.1 40.96 1.17 .108
iShrsSP GSCI Cmdty GSG ... 14.73 +0.41 ... SPDRACWILowCarbon LOWC 1.4 82.42 +0.19 .5937 VangdS&PMC400 IVOO .4 115.35 0.49 .127
PwrShDynLCValue PWV .3 35.08 0.26 .0272 ProShrUltraRE URE ... 120.27 +2.80 .599 SPDR S&P Semi XSD .6 62.32 +0.99 .0905
iShIntlPfdStock IPFF 4.7 16.92 +0.11 .066 SPDRMSCIAUStrat QAUS 5.1 50.91 0.31 1.2873 VangdS&P400Grwth IVOG 1.0 119.07 0.32 1.158
PwrShDynLeisure PEJ ... 41.12 0.16 .105 ProShrUltraRus UWM .0 112.46 2.54 .0067 SPDR S&P exUS GWL 2.9 29.28 +0.37 .4243
iShS&PMC400Value IJJ 1.3 145.77 0.85 .4809 SPDRMSCICAStrat QCAN 2.3 53.24 0.38 .6243 VangdS&P400Val IVOV 1.4 110.96 0.65 1.501
iShS&PSC600Growth IJT .7 150.92 2.05 .2531 PwrShDynMkt PWC ... 84.48 0.01 .3635 ProShrUltraS&P SSO .4 86.37 0.63 .0889 SPDR STOXX Eu50 FEU 3.0 34.87 +0.63 .2592
PwrShDynMedia PBS ... 26.69 0.27 .042 ProShUltS&PRegBkg KRU .4 72.38 0.63 .0785 SPDRMSCIChinaA XINA ... 20.69 +0.43 .1411 SPDRWelsFrg PSK 3.6 44.91 0.05 .40 VangdS&P600 VIOO 1.0 123.36 1.56 1.185
iShS&PSC600Value IJS 1.8 135.65 1.63 .6133 SPDREAFEFossilFr EFAX 1.3 69.07 +0.19 .226 VangdS&P600Grwth VIOG .4 129.64 1.42 .134
iShUSPfdStk PFF 5.7 38.75 0.14 .1854 PwrShDynNetwork PXQ ... 43.53 0.93 .1763 ProShrUlSemi USD .5 85.07 +2.17 .1125 Whiskey&SpiritsETF WSKY ... 28.17 +0.51 .018
PwrShDynOilSvs PXJ ... 10.45 +0.14 .1198 ProShrUl7-10Trs UST .4 58.58 +0.70 .0549 SPDRMSCIEAFEStrat QEFA .5 61.69 +0.98 .1445 SprottGoldMiners SGDM .0 20.47 +0.12 .0037 VangdS&P600Val VIOV 1.5 116.99 1.43 .431
iShGlblConStaples KXI 2.0 103.68 +1.29 1.0477 SPDREMFossilFuelFr EEMX 1.5 61.94 0.75 .2398 VangdST Bond BSV 1.6 79.95 +0.13 .106
iShNATech-Mult IGN .5 44.35 0.83 .0574 PwrShDynPharm PJP .3 58.69 1.87 .0368 ProShUltSilver AGQ ... 35.00 +1.63 ... SprottJrGoldMiners SGDJ 1.7 32.23 0.09 .5621
PwrShDynRetail PMR .3 35.00 0.46 .0231 ProShrUlSmC600 SAA ... 77.34 3.21 .0568 SPDRMSCIEMStrat QEMM 2.0 57.87 0.01 .5684 SummitWaterETF WTRX ... 29.86 +0.43 .1645 VangdSC VB 1.3 132.33 0.83 .424
iShNorthAmerTech IGM .6 144.52 0.65 .2169 SPDRMSCIDEStrat QDEU .3 60.17 +0.95 .0973 VangdTaxExemptBd VTEB 2.1 51.26 +0.33 .088
iShNATech-Software IGV .2 133.80 0.29 .0557 PwrShDynSemicon PSI ... 43.78 +0.05 .1689 ProShrUlTech ROM .1 133.69 1.51 .0242 TechSelectSector XLK 1.5 55.24 0.32 .2052
PwrShDynSoftware PSJ ... 54.71 +0.27 .0147 ProShUltTelecom LTL 2.0 51.98 +0.44 .2638 SPDRMSCIJapanStrat QJPN 1.7 71.60 +1.40 .5909 TeucriumAgricFd TAGS ... 23.62 0.53 ... VangdTelecom VOX 3.5 92.78 0.28 .808
iShShortNatlMuniBd SUB .9 105.96 +0.07 .0792 SPDRMSCISpainStrat QESP 4.9 50.47 +0.95 1.2374 VangdTotalBd BND 2.5 81.83 +0.48 .1679
iShShortTreasuryBd SHV .6 110.30 +0.04 .0514 PwrShEmergInfra PXR ... 34.46 +0.11 .0417 ProShUlt20YrTr UBT 1.7 78.99 +2.91 .3392 TeucriumCornFund CORN ... 18.98 +0.07 ...
PwrShEM SovDebt PCY 5.0 29.38 0.12 .1227 ProShrUltraUtil UPW 1.2 44.55 0.06 .1375 SPDRMSCIUSAStrat QUS 1.7 69.09 ... .2983 TeucriumSoybeanFd SOYB ... 18.02 0.15 ... VangdTotalStk VTI 1.8 122.37 0.40 .542
iShSilver SLV ... 15.94 +0.37 ... SPDRMSCIUKStrat QGBR 2.8 53.31 +0.96 .7411 VangdTotlWrld VT 1.5 67.12 +0.25 .253
iShTIPSBondETF TIP 3.0 114.59 +0.82 .2841 PwrShEuropeCurr FXEU ... 23.51 0.05 3.2616 ProShUltVIXST UVXY ... 12.95 +0.54 ... TeucriumSugarFund CANE ... 11.18 +0.27 ...
PwrShFTSE US1000 PRF .3 101.92 0.38 .0772 ProShUltraYen YCL ... 60.06 +2.05 ... SPDRMSCIWorldStrat QWLD 2.0 68.43 0.57 .6727 TeucriumWheatFund WEAT ... 6.89 +0.05 ... VangdUtilities VPU 3.3 114.07 +0.66 .933
iSh10+YCreditBond CLY 4.1 60.74 +0.69 .2061 SPDRMSTech MTK .7 71.98 0.50 .1215 VangdValue VTV 2.4 94.61 0.36 .558
iShTreaFRBd TFLO .5 50.21 ... .0212 PwrShDynLC Grwth PWB ... 35.23 +0.07 .1023 ProShUltDow30 UDOW .2 111.47 1.22 .0564 TierraXPLatAmRlEst LARE ... 29.44 1.28 .05
PwrShAPac xJapan PAF .9 54.42 +0.04 .1277 ProShUltraProFin FINU .2 61.90 2.17 .0235 SPDRNuveenMuniBd TFI 2.2 48.70 +0.39 .0896 TortoiseNAPipeline TPYP ... 23.75 +0.08 .211 VelocityShares3xIn DGAZ ... 19.28 +1.90 ...
iSh1-3YTreasuryBd SHY .9 84.60 +0.06 .0619 SPDRNuveenSTMuniBd SHM 1.1 48.70 +0.11 .0434 VelocityShares3xLg UGAZ ... 19.95 2.68 ...
iSh7-10YTreasuryBd IEF 1.8 107.05 +0.86 .1603 PwrShDevMkt xUS PXF .4 42.15 +0.60 .0402 ProShUltMC400 UMDD ... 85.19 0.86 .0115 2xLevLgETRACSWF LBDC 16.2 19.04 0.06 .7728
PwrShFTSERAFIDevMk PDN .2 30.96 +0.42 .0184 ProShUltRus2000 URTY ... 118.42 4.53 .0315 SPDRHYMuni HYMB 3.8 56.96 +0.23 .1799 UBSMLPShort MLPS ... 11.36 0.01 ... Velocity3xInvCrude DWT ... 26.63 4.51 ...
iShCohen&StrsREIT ICF 3.2 100.04 +1.10 .7907 SPDRRussell1000ETF ONEK 1.7 112.17 0.18 .4672 Velocity3xLgCrude UWT ... 18.37 +2.55 ...
iShDowJonesUS IYY 1.6 119.34 0.30 .4834 PwrShFTSE EM PXH .3 19.93 0.26 .0134 ProShUltS&P500 UPRO ... 98.48 1.18 .0133 UBSNatGasMLPETN MLPG 5.4 26.32 0.07 .3564
PwrShFinlPfd PGF 5.3 18.90 0.12 .0832 ProShUltShtDow30 SDOW ... 33.96 +0.26 ... SPDRRussell2000ETF TWOK 1.1 80.45 0.94 .23 UBS FIEnhGlbHY FIHD ... 147.18 +2.64 ... VelocityShVIXShrt XIVH ... 50.40 3.34 ...
iShChinaLC FXI 2.2 39.44 +0.38 .6892 SPDRRussell3000ETF THRK 1.6 177.94 0.28 .7156 VelocityShVIXTail BSWN ... 21.07 0.95 ...
iShRussellMCGrowth IWP .8 106.37 +0.23 .2145 PwrShFundHYCpBd PHB 4.2 18.92 0.04 .0667 ProShUltraProShFnl FINZ ... 15.14 +0.17 ... UBS FIEnhLCGrw FBGX ... 170.84 1.59 ...
PwrShInvGrdCpBd PFIG 2.6 25.56 +0.02 .0552 ProShShtMC400 SMDD ... 14.72 +0.13 ... SPDRRuss1000LowVol ONEV 1.6 68.92 0.42 .2787 E-TRACS DJ Cmd DJCI ... 15.33 +0.20 ... VelocityShVIXVarLS LSVX ... 29.05 1.22 ...
iShUSBrokerDealers IAI 2.0 49.66 0.77 .2535 SPDRRuss1000Mom ONEO 1.1 68.30 0.19 .1963 VirtusCumbMuni CUMB ... 25.47 +0.31 .0459
iShUSCreditBdETF CRED 3.1 111.34 +0.78 .2842 PwrShGlbClEngy PBD ... 11.59 +0.03 .0793 ProShShtRus2000 SRTY ... 48.66 +1.44 ... UBSProSh3xInvCrd WTID ... 29.48 5.67 ...
SPDRRuss1000Yd ONEY 2.6 67.86 0.89 .4444 VirtusNewDynCredit BLHY 3.4 25.17 0.08 .0721
iShUSTreasuryBdETF GOVT 1.5 25.27 +0.14 .0326 PwrShPrivateEqty PSP 3.8 12.37 0.02 .1168 ProShUltProShS&P SPXU ... 16.60 +0.14 ... UBSProSh3xLgCrude WTIU ... 17.28 +2.35 ...
PwrShGlbShtHYBd PGHY 5.2 24.41 0.15 .1062 ProUltProShrt20YTr TTT ... 28.10 1.61 ... SPDRMomentumTilt MMTM 1.7 98.58 2.26 .4172 UBSWellsFargoETN BDCS 7.9 22.31 0.02 .442 WBIPwrFactorHiDiv WBIY 2.9 23.69 0.22 .1699
iShYdOptimizedBd BYLD 3.1 25.04 +0.09 .0637
PwrShIndia PIN 1.5 23.15 0.23 .0883 ProShUlt3xCrudeOil OILU ... 27.43 +3.77 ... SPDRS&P1500ValTilt VLU 1.9 90.87 0.63 .4258 E-TRACS AlrInfr MLPI 6.3 27.86 +0.15 .4391 WBITacticalHiIncm WBIH 2.5 24.38 0.04 .0502
iSh0-5YHYCorpBd SHYG 5.6 47.81 +0.06 .2242
PwrShIntlCorpBd PICB 1.5 26.01 +0.45 .0327 ProShUlt3xShCrude OILD ... 20.81 3.51 ... SPDR S&P500MidGr MDYG 1.0 140.74 0.31 .3562 USCFRestaurant MENU .3 18.16 0.13 .0148 WBITacticalIncome WBII 1.5 25.32 +0.15 .0313
JPM AlerianMLP AMJ 5.9 31.41 +0.04 .4605 SPDR S&P400MidVl MDYV 1.4 94.46 0.44 .3326 WBITacticalLCG WBIE 1.5 23.97 +0.08 .0307
JanusShrtDurIncm VNLA 2.1 50.18 0.08 .0877 PwrShJapanCurr FXJP ... 27.69 +0.95 .3893 ProShUltShtAUD CROC ... 51.15 0.67 ... USCF StockSplit TOFR ... 16.21 0.22 .4488
PwrShNatAMTFrMuni PZA 3.2 25.31 +0.09 .0674 ProShrUSBscMtls SMN ... 18.68 ... ... SPDRS&P500Growth SPYG 1.4 116.91 0.12 .3961 USEquityHiVol HVPW 11.9 19.06 0.01 .2905 WBITacticalLCS WBIL 2.1 24.54 0.01 .0436
JanusVelTailLC TRSK 1.1 29.25 0.06 .0835 SPDRS&P500Value SPYV 2.1 111.48 0.58 .5828 WBITacticalLCV WBIF 3.6 25.20 0.31 .0757
PwrShNYAMTFrMuni PZT 3.1 24.30 +0.09 .0624 ProShUltBloomCrd SCO ... 36.60 4.01 ... U.S.GlobalJetsETF JETS .5 29.75 0.01 .1605
JanusVelVolLC SPXH 1.1 32.92 0.32 .0892
PwrShS&PEM Mom EEMO ... 17.19 0.22 .2233 ProShUltShBlmGas KOLD ... 27.86 +1.88 ... SPDRS&P600SmallCap SLY 1.2 119.45 1.40 .3537 USMktRotationStrat HUSE .5 38.24 +0.04 2.8247 WBITacticalLCY WBIG .8 22.26 0.11 .0148
HancockConsDisc JHMC 2.4 27.61 0.29 .338 SPDR S&P600SCpGr SLYG .6 209.27 3.29 .3201 WBITacticalRotatn WBIR ... 24.05 0.11 .1278
HancockDevIntl JHMD ... 28.33 +0.35 ... PwrShS&PIntlDev IDHQ .5 22.30 +0.40 .0266 ProShrUSCnsmrGd SZK ... 16.00 0.05 ... ETRACS2xBDC BDCL 16.3 18.99 ... .7728
SPDR S&P600SCapVal SLYV 1.8 115.54 1.49 .5313 WBITacticalSMG WBIA 2.2 23.55 0.23 .0431
HancockEnergy JHME 1.2 27.38 0.27 .1617 PwrShPfdETF PGX 5.7 14.96 0.10 .0708 ProShrUSCnsmrSvc SCC ... 30.06 +0.68 ... UtilitiesSelSector XLU 3.0 52.08 +0.35 .3872
SPDR Aero Dfns XAR .7 67.63 +0.24 .125 WBITacticalSMS WBID 1.7 22.88 0.33 .0315
HancockMultFinls JHMF 1.2 31.20 0.18 .1836 PwrShRussMC EW EQWM ... 43.12 0.45 .3108 ProShUltShDow30 DXD ... 12.57 +0.08 ... VanEckMerkGoldTr OUNZ ... 12.40 +0.27 ...
SPDRS&PBank KBE 1.1 41.52 0.80 .1097 WBITacticalSMV WBIB 3.8 24.50 0.43 .0782
HancockHealthcare JHMH .9 28.49 0.07 .1242 PwrShRussMCGrw PXMG .5 35.63 +0.34 .0407 ProShUltShEuro EUO ... 23.95 1.24 ... SPDRS&PCapitalMkts KCE 2.8 46.20 0.31 .3278 VanEckAfrica AFK 2.5 21.45 +0.24 .528 WBITacticalSMY WBIC .1 21.91 0.41 .0017
HancockIndustrials JHMI 1.2 30.40 0.06 .1769 PwrShRussMCVal PXMV .2 30.48 +0.04 .0187 ProShrUltShFTSEEur EPV ... 36.47 1.15 ... SPDRS&PEmgLatAmer GML 1.2 49.60 2.95 .2894 VanEckAgribus MOO 2.0 54.62 +0.93 1.098 WilshireMicroCap WMCR 1.6 30.30 0.32 .4994
HancockLC JHML 1.5 31.04 0.11 .2295 PwrShRuss1000EqWt EQAL .4 28.23 ... .0259 ProShXinhuaChina25 FXP ... 25.83 0.51 ... SPDREmMktsDiv EDIV .7 29.62 +0.03 .0506 VanEckAMTFrIntMuni ITM 2.2 23.87 +0.20 .0444 Wlshr US REIT WREI 2.3 46.48 +0.49 .2707
HancockMatls JHMA 1.3 30.30 +0.14 .2033 PwrShRussTop200 EQWL ... 46.74 0.07 .3572 ProShrUSFnl SKF ... 29.16 +0.20 ... SPDRS&P500Buyback SPYB 1.4 54.63 0.23 .1889 VanEckAMTFrLgMun MLN 2.9 19.79 +0.15 .0479 WisdTrEM LocDebt ELD 4.6 37.85 0.05 .145
PwrShRussTop200G PXLG .3 38.68 0.15 .0286 ProShUltShGold GLL ... 74.80 3.47 ... VanEckAMTFrShMuni SMB 1.2 17.54 +0.02 .0171
HancockMC JHMM 1.2 30.71 +0.11 .1804 SPDRS&P500Fossil SPYX 1.6 57.77 0.13 .2292 WisdTreeMngdFutStr WDTI ... 39.65 0.41 ...
HancockTech JHMT 1.1 35.62 0.17 .1874 PwrShRussTop200Val PXLV .2 35.40 0.15 .014 ProShUltShGoldMin GDXS ... 15.75 0.24 ... SPDRS&P500HiDiv SPYD 3.7 34.75 +0.06 .3176 VanEckBDCIncome BIZD 7.7 18.02 0.01 .3471 WisdTrAsiaLocDebt ALD 1.7 44.61 +0.25 .065
HancockUtils JHMU 2.3 27.19 +0.18 .3133 PwrShRuss2000EW EQWS .2 38.93 0.41 .0215 ProShrUSHlthCr RXD ... 38.46 +0.28 ... SPDRS&PGlbDividend WDIV 1.6 66.35 +0.27 .2734 VanEckBrazilSC BRF 3.5 19.39 2.32 .676 WisdTrAPxJp AXJL 1.3 65.19 +0.45 .22
JPM DivAlt JPHF ... 26.08 0.17 .0046 PwrShRuss2000Grw PXSG .3 28.69 0.19 .0197 ProShrUSInd SIJ ... 22.84 +0.16 ... SPDRS&PGlbInfr GII 3.1 50.30 +0.58 .7708 VanEckCEFMuni XMPT 4.7 26.73 +0.13 .105 WisdTrAustrDiv AUSE 6.0 54.51 0.14 .82
JPM DivRetEM JPEM 1.1 52.21 0.26 .5931 PwrShRuss2000Val PXSV .2 28.38 0.25 .0165 ProShUltra7-10 PST ... 21.40 0.31 ... SPDRS&PGlbNatRes GNR 1.8 42.65 +0.71 .3847 VanEckChinaBond CBON 3.1 21.85 +0.03 .0573 WisdTrUSAggBd AGGY 2.8 50.57 +0.33 .12
JPMDivRetEurCur JPEH ... 27.72 0.04 1.0838 PwrShS&P500Down PHDG ... 25.20 0.05 .2743 ProShrUltraBrazil BZQ ... 13.87 +2.10 ... SPDRS&PHlthCareEqp XHE ... 56.72 0.55 .0295 VanEckCSI300 PEK .4 38.37 +0.25 .254 WisdTrBloomFR USFR .7 24.98 ... .015
JPMDivReturnEurope JPEU 1.9 57.37 +1.18 1.1156 PwrShS&P500HiDiv SPHD 3.0 39.65 +0.04 .0995 ProShrUS MSCI EAFE EFU ... 27.31 0.79 ... SPDRS&PHlthCareSvs XHS .1 60.20 0.69 .0215 VanEckSMEChiNxt CNXT ... 29.24 +0.58 ... WisdTrUSDBull USDU ... 26.60 0.46 ...
JPM DivRetGlEq JPGE 2.0 56.47 +0.50 1.1303 PwrShS&P500LoVol SPLV 2.3 43.84 +0.10 .0825 ProShrUS MSCI Jpn EWV ... 34.95 0.85 ... SPDRS&PInsurance KIE 1.3 84.72 0.13 .2822 VanEckCoal KOL 1.0 12.85 +0.09 .132 WisdTrBrazilReal BZF ... 17.87 0.81 ...
JPM DivRetIntl JPIH ... 28.62 0.05 .4981 PwrShS&PEMLowVol EELV .7 23.65 +0.13 .0394 ProShUltMSCI Mex SMK ... 19.48 +0.58 ... SPDRS&PIntlDivCurr HDWX 2.2 44.62 0.68 .251 VanEckEgypt EGPT ... 28.02 0.13 ... WisdTrCBOES&P500 PUTW ... 28.66 +0.07 .241
JPM DivRetIntlEq JPIN 1.5 55.90 +0.76 .8169 PwrShS&P500BW PBP ... 22.40 +0.11 .176 ProShUltMC400 MZZ ... 23.67 +0.30 ... SPDRS&PInternetETF XWEB ... 65.82 +0.39 1.0654 VanEckEM AggBd EMAG 4.2 21.80 +0.45 .0759 WisdTrChineseYuan CYB ... 24.22 +0.03 ...
JPM DivRetUS Eq JPUS .7 63.82 +0.02 .4585 PwrShS&P500xRate XRLV 1.5 29.74 0.08 .0375 ProShrUS MSCI EM EEV ... 11.65 ... ... SPDRS&PNAmNatlRscs NANR 1.9 32.46 +0.27 1.1291 VanEckEMHYBond HYEM 5.7 24.68 0.09 .118 WisdTrContComm GCC ... 19.17 +0.22 ...
JPM Div US MC JPME ... 57.86 +0.05 .4952 PwrShS&P500HiBeta SPHB .5 36.79 0.11 .0462 ProShrUSOilGas DUG ... 44.50 0.50 ... SPDRS&POil&GasEq XES .5 17.78 +0.64 .0235 VanEckEnvironSvcs EVX .7 77.09 0.48 .531 WisdTrDivxFin DTN 1.0 81.15 0.17 .07
JPM Div US SC JPSE ... 26.58 0.25 .0367 PwrShS&P500Mom SPMO .2 28.31 0.74 .0151 ProShsUltShOil&Gas SOP ... 13.89 +0.60 ... SPDRS&P1000ETF SMD 1.2 90.89 0.18 .2782 VanEckFallAnglHYBd ANGL 4.6 29.65 +0.05 .1143 WisdTrEmgCurr CEW ... 18.59 +0.08 ...
KnowldgLdrDevWrld KLDW .6 30.16 +0.30 .1739 PwrShS&P500Qual SPHQ .3 27.49 0.03 .0226 ProShUltShtQQQ QID ... 17.55 +0.16 ... SPDRS&PRegionalBkg KRE 1.3 52.48 1.04 .1736 VanEckGaming BJK 2.7 39.00 0.03 1.066 WisdTrEMxSOE XSOE ... 26.36 +0.12 .0971
KraneBoseraChinaA KBA 1.6 28.03 +0.36 .4604 PwrShS&P500Value SPVU .6 30.61 0.29 .0447 ProShrUSRlEst SRS ... 33.17 0.83 ... SPDRS&PSft&Svs XSW .2 60.92 +0.04 .0261 VanEckGlbAltEn GEX 1.8 58.30 0.21 1.071 WisdTrEM HiDiv DEM ... 40.93 0.21 .2714
KraneEFdChina KCNY ... 32.79 +0.16 ... PwrShS&PIntDev IDLV .5 32.06 +0.32 .0438 ProShrUlShtRus TWM ... 22.71 +0.44 ... SPDRS&PTechHardwr XTH .4 71.86 1.23 .0638 VanEckGlblSpinoff SPUN 1.5 22.23 0.02 .324 WisdTrEM SC DGS ... 45.36 0.04 .2444
KraneZacksNewChina KFYP 4.1 34.70 0.12 .7066 PwrShS&PIntlDev IDMO 3.8 24.58 0.08 .2308 ProShUltShtS&P500 SDS ... 13.16 +0.06 ... SPDRS&PTelecom XTL 1.3 69.87 0.73 .2272 VanEckGoldMiner GDX .2 22.86 +0.14 .055 WisdTrEuropeHdg HEDJ .6 65.38 1.04 .09
MadronaDomestic FWDD .6 47.15 0.30 .3032 PwrShS&P400LowVol XMLV ... 42.39 +0.26 .3703 ProShrUSSemi SSG ... 16.34 0.66 ... SPDRS&PTransport XTN .7 51.22 0.47 .0939 VanEckGreenBd GRNB 1.1 25.90 +0.38 .0237 WisdTrEuropeHdgSM EUSC ... 30.05 0.12 .2771
MadronaGlobalBond FWDB 2.4 25.87 +0.08 .0509 PwrShS&P600LowVol XSLV .4 42.42 0.41 .0402 ProShUltShtSilver ZSL ... 33.38 1.74 ... SPDRGenderDivers SHE 1.7 65.49 0.45 .2729 VanEckHiIncmInfra YMLI 4.7 15.27 0.18 .1785 WisdTrEurQualDiv EUDG 1.3 25.51 +0.43 .08
MadronaIntl FWDI 1.9 26.97 0.26 .5109 PwrShSrLoanPtf BKLN 3.3 23.22 0.08 .0633 ProShrUlShtSmC600 SDD ... 20.75 +0.63 ... SPDR US LC Low Vol LGLV 1.6 84.97 +0.27 .3421 VanEckHiIncMLP YMLP 8.6 24.53 1.10 .5275 WisdTrEuropeSC DFE ... 65.24 +0.72 .4472
MktVctDbLngEur URR ... 17.37 +0.92 ... PwrShTreaColl CLTL ... 105.53 +0.01 ... ProShrUSTech REW ... 22.89 +0.05 ... SPDR US SC LowVol SMLV 1.6 90.09 0.67 .3591 VanEckHYMuni HYD 4.2 30.93 +0.18 .1082 WisdTrGlbXMexico XMX ... 26.55 +0.10 .065
MkVctrDbShtEur DRR ... 56.75 2.81 ... PwrShVRDOTxFr PVI .7 24.90 0.01 .0138 ProShrUltSh3-7YrTr TBZ ... 26.35 0.57 ... SPDRSSgAGlbAll GAL 1.3 35.41 +0.18 .1161 VanEckIndiaSC SCIF 1.0 57.23 1.59 .566 WisdTrGlbxUSDiv DXUS 2.9 25.02 0.42 .18
MasterIncomeETF HIPS 7.1 18.04 0.07 .1075 PwrShVarRtPfd VRP 4.8 25.81 0.14 .1024 ProShUltraSh20+ TBT ... 36.93 1.44 ... SPDRSSgAIncmAllctn INKM 1.1 32.24 +0.17 .0893 VanEckIndonesia IDX 1.0 23.93 +0.62 .247 WisdTrGlbxUSQual DNL 1.1 52.64 +0.10 .15
MatlsSelSectorSPDR XLB 1.3 52.44 0.17 .164 PwrShWldrClean PBW 1.3 4.06 0.06 .0134 ProShrUSUtil SDP ... 27.75 0.30 ... SPDRSSgAMultiAsset RLY .3 24.61 +0.43 .0196 VanEckIntlHYBd IHY 4.2 25.03 +0.16 .087 WisdTrGlbxUSREFd DRW ... 29.42 +0.19 .866
MeidellTactical MATH ... 29.71 0.34 ... PwrShWldrHill PUW .7 25.41 0.34 .0461 ProShUltShtYen YCS ... 72.28 2.80 ... SPDRSSgAUltraShrt ULST 1.2 40.25 +0.02 .0387 VanEckInvtGrFR FLTR 1.5 25.19 +0.01 .0322 WisdTrGlbHiDiv DEW 2.5 45.26 +0.23 .28
MSCushMLPHI MLPY 8.3 7.69 0.03 .1603 PwrShZacksMicro PZI 8.0 17.75 0.26 .3548 ProShsVIXMTFut VIXM ... 30.37 +0.22 ... SchwabEM Equity SCHE 2.0 24.67 0.20 .4884 VanEckIsrael ISRA 1.4 30.12 0.28 .435 WisdTrGlbRealRtn RRF .2 40.45 0.17 .02
MSMrkVecRnmnbi CNY ... 41.15 +0.15 ... PrincipalEDGEActv YLD 5.1 41.15 +0.05 .1751 ProShsVIXSTFut VIXY ... 12.16 +0.44 ... SchwabFundEmgLrg FNDE 1.5 26.71 0.39 .3938 VanEckJPMEMLCBd EMLC 5.3 18.68 +0.01 .0822 WisdTrHiDiv DHS 1.6 67.71 +0.16 .09
MSMktVectRupee INR ... 41.50 +0.66 ... ProShDJBrkGlIn TOLZ 1.8 42.89 +0.37 .1923 PureFundsDroneEcon IFLY ... 30.78 +0.94 .0369 SchwabFundIntLrgCo FNDF 2.2 28.04 +0.45 .6084 VanEckJrGold GDXJ 4.6 32.61 +0.07 1.507 WisdTrIndiaEarn EPI 1.2 24.89 0.31 .075
NashvilleAreaETF NASH 1.3 28.22 0.36 .1392 ProShGermanSov GGOV ... 37.05 +0.50 ... PureFdsISEBigData BIGD ... 26.42 0.25 ... SchwabFundIntlSmCo FNDC 1.7 32.26 +0.39 .5548 VanEckMornIntlMoat MOTI 1.1 32.81 +0.37 .37 WisdTrIntDivxFin DOO 2.0 41.76 +0.94 .21
NatixisSeeyondIntl MVIN ... 43.54 +0.40 .117 ProShHdgReplic HDG ... 44.07 0.04 ... PureFundsISECyber HACK ... 29.85 +0.11 .1343 SchwabFundUSBrd FNDB 1.8 33.30 0.16 .1481 VanEckMornWideMoat MOAT 1.1 37.89 0.19 .408 WisdTrIntlEquity DWM 1.7 52.75 +0.76 .22
NewfleetMultiUnBd NFLT 4.7 25.65 0.06 .1011 ProShHdgFTSEEurope HGEU 1.3 42.35 0.11 .1426 PureFdsISEJrSilver SILJ ... 12.77 +0.18 .063 SchwabFundUSLrgCo FNDX 1.7 33.50 0.09 .1438 VanEckMtgREIT MORT 7.1 23.69 +0.15 .42 WisdTrIntlHdgQual IHDG 3.1 29.95 0.14 .23
NuShEnhYd1-5Y NUSA ... 25.16 +0.10 .0449 ProShHdgFTSEJapan HGJP ... 29.50 0.05 5.7799 PureFISEMobilePymt IPAY ... 28.80 +0.10 .0154 SchwabFundUSSmCo FNDA 1.3 34.09 0.23 .1109 VanEckNatRscs HAP 1.9 33.39 +0.54 .643 WisdTrIntlHiDiv DTH 2.5 42.73 +0.68 .27
NuShEnhYdUSBd NUAG 3.0 24.61 +0.25 .0608 ProShInflationExp RINF 1.0 28.26 0.09 .0734 PureFundsVideoGame GAMR ... 39.42 +1.31 .1831 SchwabIntmUSTrsr SCHR 1.5 54.11 +0.23 .067 VanEckOilRefin CRAK 3.1 22.76 0.45 .713 WisdTrIntlLC Div DOL 1.9 48.22 +0.74 .235
OShFTSEAsiaPacQlty OASI .3 27.78 +0.03 .0064 ProShRAFI L/S RALS 1.0 38.19 0.01 .0916 QuantHdgDivIncm DIVA 3.8 25.18 0.22 .2362 SchwabIntEquity SCHF 2.3 31.56 +0.39 .7131 VanEckOilSvcs OIH 1.7 27.99 +0.99 .466 WisdTrIntlMC Div DIM .7 64.02 +0.68 .105
OShFTSEAsiaPacQlty OAPH .4 27.78 0.59 .0101 ProShS&P500xEner SPXE 2.1 49.75 0.05 .2623 QuantUSMktNeuAnt BTAL ... 20.17 +0.15 ... SchwabIntlSC SCHC 1.8 33.12 +0.31 .5852 VanEckPoland PLND 1.5 17.96 +0.27 .027 WisdTrIntlSC DLS .5 69.43 +0.64 .085
OShsFTSEEurQltyDiv OEUR 5.8 25.10 +0.26 .1215 ProShS&P500xFin SPXN 1.5 49.08 +0.22 .1856 QuantMktNeutMom MOM ... 22.63 0.06 ... SchwabSrtTRmUSTrsr SCHO 1.0 50.47 +0.01 .0411 VanEckPreRefundMun PRB 1.1 24.52 +0.06 .023 WisdTrJpnCapGds DXJC ... 24.83 0.58 .0326
OShFTSEEurQltyDiv OEUH 5.3 27.30 0.24 .1215 ProShS&P500xHlth SPXV 1.6 50.23 +0.24 .1981 QuantUSMktNeutral SIZ ... 20.70 0.39 ... SchwabUS AggrBd SCHZ 2.2 52.25 +0.31 .0968 VanEckPfdSecsxFin PFXF 4.1 20.01 0.03 .069 WisdTrJpnHdgQuDiv JHDG ... 25.50 0.26 .3031
OShFTSERussIntl ONTL ... 26.61 +0.28 .0897 ProShS&P500xTech SPXT 1.0 46.96 0.29 .1199 REXGoldHdgFTSEEM GHE ... 29.85 +0.45 .5121 SchwabUS BrdMkt SCHB 1.6 57.52 0.21 .2348 VanEckRareEarth REMX 2.2 17.50 +0.24 .38 WisdTrJapanHdg DXJ ... 51.35 0.80 .4956
OShRussSC Qu OUSM 1.1 25.09 0.16 .0226 ProShShtBasicMat SBM ... 21.16 +0.26 ... REXGoldHdgS&P500 GHS ... 29.54 +0.67 .2562 SchwabUS Div SCHD 2.9 44.66 +0.12 .3258 VanEckRetail RTH 1.7 81.94 0.16 1.394 WisdTrJpnFinls DXJF ... 23.59 0.73 .0346
OShFTSEUSQuality OUSA .8 28.95 +0.07 .0187 ProShShtDow30 DOG ... 17.92 +0.06 ... RealEstSectorSPDR XLRE 2.5 31.78 +0.42 .1977 SchwabUS LC SCHX 1.7 56.88 0.16 .2406 VanEckRussia RSX 1.6 20.26 0.20 .005 WisdTrJpnHlthCare DXJH ... 33.79 +0.23 .3701
OppESGRevenue ESGL 2.1 27.82 0.06 .1432 ProShShortEuro EUFX ... 42.48 1.04 ... RealityDIVS DIVY ... 26.05 0.01 ... SchwabUS LC Grw SCHG .9 62.21 0.25 .136 VanEckRussiaSC RSXJ 1.9 40.26 0.32 .034 WisdTrJpnRealEst DXJR 362.4 14.00 +0.14 12.684
OppenheimFclsSect RWW 1.2 57.93 0.37 .179 ProShShXinhuaCh25 YXI ... 23.53 0.17 ... ReavesUtilitiesETF UTES 1.5 32.19 +0.11 .12 SchwabUS LC Val SCHV 2.4 49.36 0.14 .3005 VanEckSemiconduc SMH .7 83.75 +0.90 .576 WisdTrJapanSC DFJ ... 69.15 +0.70 .6191
OppGlbESGRevenue ESGF 1.7 27.83 0.33 .1204 ProShShtFinls SEF ... 13.64 +0.04 ... RenaissanceIPOETF IPO .4 24.64 0.01 .0217 SchwabUS MC SCHM 1.2 47.25 0.08 .1385 VanEckShHYMuni SHYD 3.1 24.29 +0.16 .0622 WisdTrLC Val EZY 1.2 71.16 +0.10 .215
OppenheimerLgCpRev RWL 1.6 45.51 0.14 .1826 ProShShortHY SJB ... 23.70 0.08 ... RenaissanceIntlIPO IPOS ... 20.97 +0.37 .1082 SchwabUS REIT SCHH 1.1 40.58 +0.54 .111 VanEckSolarEner KWT 3.7 38.10 +0.92 1.425 WisdtrEarn500 EPS 1.6 82.26 0.08 .335
OppenheimerMdCpRev RWK .8 54.67 0.44 .1145 ProShShMSCI EAFE EFZ ... 27.80 0.36 ... RivFrDynCoreIncm RFCI 2.1 24.72 +0.01 .043 SchwabUS SC SCHA 1.1 62.27 0.55 .1713 VanEckSteel SLX 1.1 36.65 +0.51 .402 WisdTrLC Div DLN 1.3 82.88 0.19 .09
OppenheimerSmCpRev RWJ 1.1 64.39 1.14 .1722 ProShShtMSCI EM EUM ... 21.10 +0.02 ... RivFrDynUSDiv RFDA 3.1 27.92 0.09 .0724 Schwab US TIPs SCHP 2.0 55.59 +0.38 .0915 VanEckTreaHYBd THHY 4.7 23.55 0.17 .093 WisdTrMC Div DON .6 95.77 0.24 .045
OppenheimUltraDiv RDIV 4.2 33.26 0.01 .3454 ProShShtMC400 MYY ... 12.59 +0.05 ... RivFrDynUSFlex RFFC 1.6 28.69 0.33 .0373 SerenityShImpact ICAN ... 25.34 0.14 ... VanEckUnOil&Gas FRAK .4 15.58 +0.15 .063 WisdTrMCEarn EZM 1.3 35.03 0.28 .115
PIMCO25+YrZeroCoup ZROZ 2.5 114.20 +3.12 .72 ProShShtOil&Gas DDG ... 25.40 0.07 ... RivFrDynUnconInc RFUN 4.1 26.15 ... .0889 SitRisingRateETF RISE ... 22.95 0.22 ... VanEckUranium NLR 3.4 50.12 +0.22 1.719 WisdTrSC Div DES .8 78.93 1.02 .05
PIMCO ActiveBd BOND 4.1 105.85 +0.43 .20 ProShShortQQQ PSQ ... 40.52 +0.19 ... RivFrStratIncm RIGS 5.0 25.15 0.18 .1038 SPDR DJRlEst RWX 4.8 38.83 +0.17 .1984 VanEckVietnam VNM 2.3 14.05 +0.07 .318 WisdTrSCEarn EES 1.1 31.71 0.52 .085
PIMCOBrdUSTIPSIdx TIPZ 3.1 58.10 +0.38 .15 ProShShtRE REK ... 16.83 0.24 ... SPDRBlackstoneSrLn SRLN 3.9 47.49 +0.01 .155 SPDR DJREIT RWR 2.6 91.82 +1.14 .6081 VangdCnsmrDiscr VCR 1.2 140.04 1.31 .412 WisdTrTotDiv DTD 1.3 83.75 0.24 .09
PIMCOEnhLowDur LDUR 1.2 100.76 0.14 .10 ProShShtRus2000 RWM ... 48.07 +0.54 ... SPDRBloomBarcAggBd BNDS 2.7 57.62 +0.29 .1283 SPDRGlblRlEst RWO 2.2 47.62 +0.42 .2572 VangdCnsmrStpls VDC 2.3 142.01 +0.73 .834 WisdTrTotEarn EXT 1.6 84.15 0.29 .345
PIMCOEnhShMaturity MINT 1.4 101.66 +0.03 .116 ProShShrtS&P500 SH ... 34.14 +0.10 ... SPDRBloomBarCvSecs CWB 1.7 48.79 +0.04 .0705 SPDR DJIA Tr DIA 3.5 207.77 1.24 .608 VangdExtMkt VXF 1.2 99.60 0.50 .293 WisdTrUSDom WUSA .1 27.69 0.01 .01
PIMCO15+USTIPSIdx LTPZ 3.6 66.49 +1.21 .20 ProShShtS&PRegBkg KRS ... 17.58 +1.19 ... SPDRBloomBarEMLoBd EBND ... 28.64 +0.04 ... SPDR EurSTOXX FEZ .7 39.65 +0.55 .0706 VangdInfoTech VGT 1.0 141.53 0.91 .363 WisdTrUSExport WEXP 1.1 28.79 0.02 .08
PIMCOIntermMuniBd MUNI 2.4 53.43 +0.20 .105 ProShSh7-10YrTr TBX ... 28.16 0.22 ... SPDRBloomBarcHYBd JNK 5.5 37.18 +0.09 .1704 SPDR GldTr GLD ... 119.40 +2.57 ... VangdMatrls VAW 1.7 118.44 0.36 .503 WorkplaceEquality EQLT 1.4 32.43 0.52 .4575
PIMCOInvGrdCorpBd CORP 2.9 104.41 +0.43 .25 ProShShrtSC600 SBB ... 39.29 +0.46 ... SPDRBloomBarInCpBd ITR 2.7 34.42 +0.13 .0775 SPDR MSCI exUS CWI 1.9 35.89 +0.32 .3385 VangdSC Grwth VBK 1.0 142.27 0.48 .338 YieldShHiIncome YYY 8.0 19.52 0.03 .13
Preferred Stock Listings

Includes preferred like and Net Net Net Net Net Net Net
repackaged securities Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg Stock Div Yld Close Chg
Net NatlGeneralPfdC .4688 7.4 25.45 0.08 ApolloComlREPfdA .5391 8.4 25.81 ... CitigroupPfdK .4297 5.9 29.08 0.17 FirstHorizonPfdA .3875 6.0 25.64 0.16 KilroyRealtyPfdH .3984 6.3 25.22 0.05 PublicStoragePfA .3672 5.5 26.52 0.21 Strats Dom GJP .0616 3.4 21.83 0.67
Stock Div Yld Close Chg NatlGeneralPfdB .4688 7.4 25.43 0.09 ApolloGlMgmtPfdA .4339 ... 25.68 0.12 CitigroupPfdL .4297 6.4 26.93 0.33 FirstRepBkPfdB .3875 6.1 25.35 0.14 KimcoRealtyPfdI .375 6.0 25.14 0.06 PublicStoragePfB .3375 5.3 25.49 0.08 Strats GSG GJS .0379 2.3 19.51 0.24
NatlGeneralNts .4766 7.4 25.69 0.22 ApolloInvNts .4141 6.6 25.27 0.10 CitigroupPfdS .3938 5.9 26.59 0.12 FirstRepBkPfdF .3563 5.4 26.40 0.42 KimcoRealtyPfdJ .3438 5.5 24.98 0.15 PublicStoragePfC .3203 5.1 25.26 0.24 Strats NewsAm GJV .875 6.7 26.14 0.13
NYSE MKT NavientNts2018 ... 25.10 0.05 ApolloInvNts2043 .4297 6.6 26.00 0.03 CitigrpCapXIIIPf .4528 6.9 26.15 0.07 FirstRepBkPfdG .3438 5.3 25.71 0.08 KimcoRealtyPfdK .3516 5.6 24.96 0.09 PublicStoragePfD .3094 5.1 24.24 0.22 Strats PG GJR .0317 1.8 21.02 ...
AdCareHealthPfA .6797 12.5 21.67 0.19 NavientNts2043 ... 24.00 0.32 ArborRealtyNts21 .4609 7.2 25.46 ... CitigroupPfdC .3625 5.7 25.56 0.15 FirstRepublicPfE .4375 6.4 27.19 0.05 KinderMorganPfdA 1.2188 11.2 43.71 0.40 PublicStoragePfE .3063 5.1 23.89 0.29 Strats USC GJH .3188 6.4 9.94 0.04
ArconicPfd .9375 4.3 88.00 2.25 NewYorkMtgPfB .4844 7.9 24.40 0.14 ArborRealtyPfdB .4844 7.7 25.15 0.12 CityOfficePfdA .4141 6.6 25.01 0.29 FirstRepublicPfC .3516 5.5 25.61 0.32 LaSalleHotelPfI .3984 6.2 25.54 0.10 PublicStoragePfS .3688 5.8 25.32 0.07 Strats WlMrt GJO .0346 1.9 22.10 0.23
NY MtgPfdC .4922 8.1 24.35 0.01 ArborRealtyPfdC .5313 8.2 25.84 0.09 ColonyNrthStPfA .5469 8.6 25.34 0.06 FirstRepublicPfdD .3438 5.5 25.22 0.01 LaSalleHotelPfJ .3938 6.1 25.90 0.12 PublicStoragePfT .3594 5.7 25.24 0.03 SummitHotelPfdC .4453 7.0 25.58 0.25
BancroftFdPfdA .3359 5.3 25.59 0.27
NewtekNts2021 .4375 6.8 25.60 0.09 ArborRealtyPfdA .5156 8.1 25.56 0.24 ColonyNrthStPfB .5156 8.2 25.26 0.09 FiveOaksInvPfdA .1823 8.8 24.84 0.01 LeggMasonNts56 .3984 6.0 26.36 0.13 PublicStoragePfV .3359 5.4 25.08 0.04 SummitHotelPfdD .4031 6.4 25.35 0.02
BluerockREITPfdC .4766 7.2 26.35 0.82
NorthernTrPfdC .3656 5.4 27.08 0.14 ArchCapitalPfdC .4219 6.6 25.38 0.05 ColonyNrthStPfC .5547 8.7 25.61 0.10 GATX Nts .3516 5.6 25.24 0.05 LeggMasonNts .3406 5.7 24.09 0.03 PublicStoragePfX .325 5.2 25.22 0.05 SummitHotelPfdB .4922 7.7 25.53 0.03
BluerockResPfD .4453 7.1 25.03 0.03
Old2ndCapPfd .195 7.4 10.50 0.13 ArconicPfdB .6719 6.2 43.01 0.11 ColonyNrthStPfD .5313 8.2 25.76 0.04 GDL Fund Pfd .375 3.0 50.77 0.17 CBTCS 01-31 .3875 9.9 7.84 0.09 PublicStoragePfY .3984 5.8 27.29 0.14 SunCommPfA .4453 6.9 25.65 0.25
BluerockResPfdA .5156 7.9 26.22 0.08
OxfordLanePfd .1693 7.9 25.71 0.12 AresCapNts2022 .3672 5.7 25.76 0.11 ColonyNrthStPfE .5469 8.3 26.46 0.18 GGP PfdA .3984 6.3 25.25 0.06 CBTCS 04-6 .7931 6.5 24.28 0.04 PublicStoragePfZ .375 5.6 26.79 0.17 SunstoneHotelPfE .4344 6.7 25.76 0.02
GAMCOGlbGoldPfB .3125 5.2 23.99 0.01
OxfordLanePfd .1563 7.3 25.67 0.03 AresMgmtPfdA .4375 6.6 26.38 0.10 ColonyNrthStPfF .5313 8.3 25.51 0.05 GMACCapTrSer2 .4451 7.0 25.42 0.07 LexingtonRltyPfC .8125 6.5 50.24 0.10 PublicStoragePfU .3516 5.6 25.25 0.09 SunstoneHotelPfF .4031 6.3 25.40 0.22
Gabelli6%CumPfdA .475 3.7 51.11 0.10
PeoplesUtdPfdA .3516 5.0 27.95 0.06 ArlingtonAssetPfB ... 23.30 0.30 ColonyNrthStPfG .4688 7.4 25.32 0.25 GabelliConv pfB .375 5.7 26.50 0.03 MFAFinNts2042 .50 7.8 25.75 0.07 PublicStoragePfW .325 5.2 25.21 0.01 SunTrustBksPfA .2556 4.1 24.72 0.03
GabelliGoAnyPfdA .80 7.3 44.01 1.97
PopularCapPfd .1276 7.0 21.82 0.44 ArlingtonAsstNt23 .4141 6.8 24.40 0.10 ColonyNrthStPfH .4453 7.1 25.07 0.11 GabelliDivPfdA .3672 5.5 26.60 0.09 MFAFinPfdB .4688 7.4 25.47 0.17 Qwest7%Nts2056 .4375 6.7 26.28 0.32 SunTrustBksPfE .3672 5.7 25.70 0.04
GastarExplnPfdA .1797 10.8 19.88 0.10
PopularPfd .1396 7.0 23.77 0.23 ArlingtonAsstNt25 .4219 7.0 24.14 0.64 Comcast Nts .3125 4.8 25.90 0.04 GabelliDivPfdD .375 5.6 26.94 0.08 MI Homes pfA .6094 9.4 25.98 0.05 QwestNts2051 .4688 7.4 25.45 0.04 SynovusFinlPfdC .4922 7.1 27.62 0.13
GastarExplnPfdB .224 11.8 22.82 0.07
PrivateBncpPfd .625 9.4 26.70 ... ArmourResPfdB .1641 8.0 24.53 0.13 ConsumersEnerPf 1.125 4.3 103.84 1.04 GabelliDivPfdG .3281 5.2 25.15 0.01 MVC Capital Nts .4531 7.1 25.48 0.02 QwestNts2052 .4375 6.9 25.33 ... TCF Fin PfdA .4688 7.5 25.16 0.03
HillmanGroupPfd .2417 8.4 34.57 0.45
SLM Pfd B .7251 4.1 70.52 0.67 ArmourResPfdA .1719 8.2 25.20 ... CorEnergyInfrPf .4609 7.4 24.80 0.06 GabelliEqPfdD .3672 5.6 26.40 0.05 MaidenHldgsPfdC .4453 6.9 25.95 0.07 QwestNts2052 .4375 6.9 25.37 0.02 TCF Fin PfdB .4031 6.3 25.51 0.23
LadenburgThalPf .1667 8.0 25.13 0.02
SabraPfdA .4453 6.9 25.95 0.40 AshfordHospPfdB .3438 6.9 19.95 0.15 CoresitePfdA .4531 7.0 25.80 0.16 GabelliEqPfdG .3125 5.1 24.69 0.04 MaidenNts43 .4844 7.3 26.58 0.29 QwestNts2053 .3828 6.2 24.88 ... THLCreditNts21 .4219 6.6 25.65 0.05
IndxPlus 03-1 .7565 5.6 27.04 0.04
SeniorHousingNts .3906 5.9 26.40 0.09 AshfordHospPfdG .4609 7.6 24.38 0.17 CorpOffPropPfdL .4609 7.3 25.31 0.04 GabelliEqPfdJ .3406 5.4 25.32 0.06 MaidenNts46 .4141 6.4 25.85 ... QwestNts2054 .4297 6.7 25.57 0.06 THLCreditNts22 .4219 6.5 25.85 0.05
PacGE pfA .375 4.7 31.85 0.22
SeniorHousingNts .3516 5.7 24.76 0.08 AshfordHospPfdA .5344 8.3 25.70 0.09 Corts Aon KTN 1.0256 6.3 32.70 0.26 GabelliEqPfdH .3125 5.1 24.59 0.17 MaidenHldgsPfdA .5156 8.0 25.71 0.08 QwestNts2055 .4141 6.6 25.23 0.17 TargaRscsPfdA .1875 8.2 27.50 0.45
PacGE pfB .3438 4.8 28.71 0.29
SotherlyHotelsNts .4375 6.6 26.68 0.10 AshfordHospPfdD .5281 8.3 25.36 0.05 Corts JCPen JBR .875 11.3 15.55 0.38 GabelliGlSMidPfdA .3406 5.4 25.32 0.09 MaidenHldgsNts .50 7.8 25.54 0.05 QwestNts2057 ... 25.04 0.01 TaubmanCtrsPfdJ .4063 6.4 25.48 0.20
PacGE pfC .3125 4.8 26.00 1.22
SotherlyHotelsPfB .50 7.7 25.82 0.22 AshfordHospPfdF .4609 7.4 24.98 0.08 Corts JCPen JBS .875 11.3 15.51 0.50 GabelliHlthPfdA .36 5.6 25.87 0.12 MainStreetCapNt .3828 5.9 26.02 0.11 RAIT Fin PfdA .4844 9.2 21.05 0.86 TaubmanCtrsPfdK .3906 6.2 25.28 0.12
PacGE pfD .3125 4.8 26.30 0.20
AspenInsPfd .3516 5.7 24.80 0.19 Corts JC KTP .953 10.9 17.50 0.16 GabelliHlthPfdB .3672 5.5 26.75 0.25 MechelPfd .0004 .0 .85 0.11 RAIT Fin PfdB .5234 9.1 23.05 0.85 TeekayLNG PfdA .5625 8.9 25.39 0.19
PacGE pfE .3125 4.8 26.00 0.23 SparkEnergyPfdA .7292 ... 26.40 0.19
AspenInsPfd .4531 7.1 25.41 ... Corts PECO KTH 1.00 6.3 31.80 0.30 GabelliMultimedia .375 5.7 26.47 0.16 MedleyCapNts21 .4063 6.3 25.67 0.02 RAIT Fin PfdC .5547 9.1 24.35 0.70 TeekayOffshorePf .4531 10.2 17.75 2.25
PacGE pfG .30 4.6 26.25 0.47 StarBulkNts2019 .50 8.1 24.59 0.03
AspenInsPfd .3719 5.3 27.84 0.09 CostamarePfdB .4766 8.3 22.90 0.10 GabelliUtilPfdA .3516 5.5 25.60 0.19 MedleyCapNts23 .3281 5.1 25.50 0.16 RAIT FinNt .4766 8.1 23.46 0.51 TeekayOffshrPfB .5313 10.8 19.75 2.51
PacGE pfH .2813 4.5 25.25 0.01 StericyclePfdA 1.3125 7.3 72.19 0.96
AssdBancPfdC .3828 5.8 26.30 0.08 CostamarePfdC .5313 8.9 23.88 0.08 GabelliUtilPfdC .3359 5.2 25.71 0.46 MedleyNts24 .4531 7.3 24.76 0.30 RAIT FinNt19 .4453 7.1 24.92 0.09 Tele&Data Nts .4141 6.4 25.77 0.03
PacGE pfI .2725 4.4 25.05 ... SVB Cap II Pfd .4375 6.7 26.25 0.27
AssdBancPfdD .3359 5.4 24.67 0.12 CostamarePfdD .5469 9.0 24.23 0.06 GasLogPfdA .5469 8.4 25.96 0.29 MedleyNts26 .4297 7.2 24.00 0.20 Ramco-GershenPfd .9063 7.0 52.01 0.44 Tele&DataNts .4297 6.8 25.24 0.15
PowerREIT PfdA .4838 7.5 25.65 0.23 TICCCapNts24 ... 25.68 0.07
AssuredGuarBds .4297 6.5 26.42 0.09 CntrwdCapV .4375 6.8 25.73 0.01 GasLogPtrsPfdA ... 25.37 0.07 MerLynCapTr I .4031 6.3 25.67 0.03 RayonierAdvPfdA 2.00 8.1 99.17 2.40 Tele&DataPfd .4375 6.8 25.58 0.08
RadiantLogPfdA .6094 9.3 26.27 0.10 T-Mobile Pfd .6875 2.5 108.30 1.37
AssuredGuarNts .35 5.6 25.00 0.19 CullenFrostPfd .3359 5.3 25.45 0.06 GenAmInv pfB .3719 5.6 26.77 0.22 MLCapTrstPfd .4609 7.0 26.49 0.20 RegencyCtrsPfd7 .375 5.9 25.26 0.01 Tele&DataNts .3672 5.8 25.35 0.40
SoCA Ed pfB .255 4.3 23.75 0.25 TexasCapNts .4063 ... 25.35 0.06
AssurGrMunNt .3906 6.1 25.46 0.47 CustomersBncpNt .3984 6.1 26.24 0.01 GeneralElcCapNt52 .3047 4.8 25.25 0.15 Metlife pfA .2556 4.0 25.38 0.20 RegionsFinPfdB .3984 5.5 28.82 0.04 TVA Parrs .21 3.4 24.98 0.02
SoCA Ed pfC .265 4.4 24.13 0.18 TexasCapPfd .4063 6.3 25.82 0.13
AstoriaFin PfdC .4063 6.4 25.59 0.20 CustomersBncpPfdC .4375 6.4 27.24 0.09 GeneralElcCapNts .2938 4.7 25.25 0.17 MidAmerAptPfdI 1.0625 6.4 66.25 0.75 RegionsFinPfdA .3984 6.1 26.06 ... TVA Bds D .2219 3.5 25.34 0.05
SoCA Ed pfD .27 4.3 24.90 0.10 TravelCtrsNt28 .5156 8.3 24.95 0.17
BB&T Pfd D .3656 5.8 25.34 0.04 CustomersBncpPfdD .4063 6.0 27.00 0.25 GE4.875%Nt1/29/53 .3047 4.8 25.31 0.29 MS PowerPfdD .3281 5.2 25.32 0.04 ReinsuranceGrpDeb .3594 5.0 28.89 1.19 TerrenoRltyPfA .4844 7.4 26.10 0.12
SoCA Ed pfE .2988 4.7 25.41 0.21 TravelCtrsNt29 .50 8.3 24.05 0.36
BB&T Pfd E .3516 5.6 25.09 0.04 CustomersBncpPfdE .4031 6.1 26.62 0.04 GenieEnergyPfd .1594 8.4 7.60 0.01 MonmouthRE PfdC .3828 6.1 25.18 0.05 ReinsuranceGrpDeb .3875 5.3 29.44 0.07 TorchmarkDeb56 .3281 5.0 26.51 0.22
TravelCtrsNt30 .50 8.3 24.19 0.31
MonmouthRE PfdB .4922 7.9 25.06 0.01 TorchmarkDeb52 .3672 5.7 25.75 0.03
NASDAQ VirtusInvtPfdD 1.8125 ... 97.58 5.73 BB&T Pfd F
BB&T Pfd G
.325 5.2 25.03 0.09
.325 5.2 25.07 0.10
CustomersBncpPfdF .375 5.8 26.08 0.05
DDR PfdJ .4063 6.5 25.11 0.01
GA Pwr pfA .3828 5.5
GlShipLeasePfdB .5469 10.7
28.00 0.10
20.51 1.24
MorganStanleyPfd1 .3984 5.7 28.06 0.01
RenaissancePfdC .38 5.9
RenaissancePfdE .3359 5.2
25.73 0.18
25.65 0.03
Tri-Cont Pfd .625 5.0 50.26 0.49
WSFS FinNts .3906 6.2 25.38 0.14
AGNCInvPfdB .4844 7.4 26.16 0.04 MorganStanleyPfdK .3047 ... 26.53 0.03 TriangleNts .3984 6.2 25.54 0.02
WhiteHorseNts .4063 6.3 25.75 0.02 BB&T Pfd H .3516 5.5 25.75 0.02 DDR PfdK .3906 6.2 25.16 0.07 GldmnSachs pfA .2318 4.0 23.40 0.58 ResourceCapPfdA .5313 8.7 24.42 0.14
AGNCInvPfdA .50 7.8 25.72 0.25 MSNonCum pfd A .25 4.2 23.53 0.13 TriangleNts22 .3984 6.1 26.06 0.24
WintrustFinPfd .41 6.0 27.23 0.01 BGCPtrsNts .5078 7.9 25.65 0.07 DTE EnergyDeb76 .3359 5.4 24.85 0.03 GoldmanSachsPfB .3875 5.7 26.99 0.15 ResourceCapPfdB .5156 8.6 24.03 0.11
AmerSvcFncl pf .5281 7.5 28.00 0.03 MorganStanleyPfdE .4453 6.1 29.36 0.04 TriplePtVentNt .4219 6.6 25.75 0.21
BGECapitalPfdB .3875 6.0 25.97 0.07 DTE EnergyDeb62 .3281 5.2 25.16 0.24 GoldmanSachsPfC .2472 4.3 23.00 0.23 ResourceCapPfdC .5391 8.7 24.92 0.01
MorganStanDepPfdF .4297 5.9 29.21 0.12 TsakosEnergyPfdB .50 7.8 25.62 0.14
ArchCapitalPfdE .3281 5.5 23.75 0.06
ArgoGroupNts42 .4063 6.3 25.66 0.03
NYSE BancCA PfdC .50 7.3 27.39 0.13 DTE EnergyDebF .375 5.6 26.70 0.19 GoldmanSachsPfD .2472 4.3 22.88 0.31
MorganStanleyPfdG .4141 6.1 27.15 0.02
RetailPropPfdA .4375 6.8 25.82 0.28
TsakosEnergyPfdC .5547 8.7 25.55 0.13
BancCA PfdD .4609 6.9 26.72 0.07 DtscheBkTrII .4094 6.5 25.09 0.30 GoldmanSachsPfI .3719 5.7 25.90 0.04 RexfordIndlPfdA .3672 5.9 24.86 0.14
AtlasFinNt2022 ... 25.85 0.30 AES PfdC .8438 6.7 50.47 0.12 NatlRetailPropPfdF .325 5.3 24.39 0.07 TsakosEnergyPfdD .5469 8.6 25.42 0.36
BancCA PfdE .4375 6.5 26.72 0.32 DeutscBkTruPS .475 7.4 25.85 0.52 GoldmanSachsPfJ .3438 5.0 27.32 0.15 RexnordPfdA .7188 5.4 53.62 0.02
BOKFinNts2056 .3359 5.4 24.68 0.02 AFLAC Deb .3438 5.4 25.52 0.10 NatlRetailPropPfE .3563 5.5 25.76 0.01 TsakosEngyNavPfdE .3404 5.4 25.21 0.08
BancoBradescoPf .006 .8 8.54 1.69 DeutschBkTruPS .5031 7.5 26.67 0.02 GoldmanSachsPfK .3984 5.5 28.90 0.15 RoyalBkCanadaPf .3438 5.4 25.50 0.01
B.RileyNts2021 .4688 7.3 25.75 0.05 AG Mortgage PfdB .50 7.9 25.41 0.16 NtlWstmin pfC .5391 8.2 26.44 0.09 TwoHarborsPfdA ... 27.20 0.50
BA DepShPfL .2472 4.3 23.20 0.26 DianaShippingNts .5313 8.4 25.24 0.19 GoldmanSachsPfN .3938 5.9 26.85 0.01 RoyalBkCanadaPf .4219 5.7 29.46 0.42
AG Mortgage PfdA .5156 8.1 25.59 0.06 NaviosMariPfdH .5391 11.9 18.17 0.17 UMH PropPfdA .5156 8.1 25.62 0.11
BancFst pf .45 6.5 27.76 0.10 BankAm pfE .2472 4.2 23.71 0.07 DianaShippingPfd .5547 10.0 22.20 0.16 GramercyPfdA .4453 6.6 26.85 0.09 RylBkScot pfS .4125 6.5 25.53 0.02
AXIS CapPfdD .3438 5.5 25.20 0.16 NaviosMaritimPf .5469 12.2 18.00 0.01 UMH PropPfdB .50 7.5 26.60 0.14
BlueknightEnPtrsA .1788 9.1 7.87 0.05 BankAmer PfdEE .375 5.7 26.26 0.11 DigitalRealtyPfG .3672 5.8 25.49 0.09 GreatAjaxNts24 ... 25.58 0.10 RylBkScot pfF .5313 8.0 26.63 0.11
AXIS CapPfdE .3438 5.6 24.55 0.15 NYComBncpPfdA ... 28.44 ... US BancorpPfdA 8.75 4.0 882.00 2.00
BofiNts26 .3906 6.1 25.56 0.16 BankofAmPfd1 .1875 3.4 21.80 0.03 DigitalRealtyPfH .4609 6.7 27.70 0.05 GreatPlainsEnPfdB .875 6.6 52.87 0.45 RylBkScot pfH .4531 7.0 25.73 0.35
AegonCapSec AEB .25 4.0 24.99 0.03 NY CmtyCap V .75 6.0 50.05 0.04 US BancorpPfdF .4063 5.4 30.18 0.05
BostonPrivPfdD .4344 6.8 25.50 0.15 BankofAmPfd2 .1854 3.4 21.77 0.17 DigitalRealtyPfI .3969 5.9 26.80 0.30 HECO CapTr III .4063 6.1 26.51 0.01 RylBkScot pfL .3594 5.7 25.32 0.01
AegonCapSec AED .4063 6.2 26.24 0.19 NextEraEnCapI .3203 5.2 24.85 0.08 US BancorpPfdH .2188 3.7 23.55 0.06
CHS Pfd .50 6.5 30.61 0.11 BankofAmPfd3 .3984 6.2 25.70 0.07 DillardsCapPfd .4688 7.4 25.35 0.16 HSBCPfd .5078 7.5 27.11 0.33 SCE III Pfd .3594 5.0 28.65 0.14
AegonCapSec AEH .3984 6.1 26.01 0.01 NextEraEnDebG2072 .3563 5.5 25.69 0.26 US BancorpPfdH .3219 4.9 26.22 0.05
CHS PfdB .4922 6.8 29.00 0.17 BankofAmPfd4 .2472 4.1 24.18 0.44 DiscoverFinPfdB .4063 6.4 25.57 ... HSBC PfdA .3875 5.9 26.24 0.03 SCE II Pfd .3188 5.1 24.99 0.08
AEGONNotes .50 7.7 25.93 0.01 NextEraPfdDebJ .3125 5.0 24.90 0.08 USCellularNt63 .4531 6.8 26.58 0.21
CHS PFdB2 .4438 6.2 28.68 0.41 BankofAmPfdCC .3875 5.9 26.37 0.13 DominionEnNts76 .3281 5.3 24.58 0.04 HSBC Pfd2 .50 7.4 27.03 0.04 SCE IV Pfd .3359 4.7 28.65 0.10
AffiliatedMgrsNt .3984 6.3 25.31 ... NextEraEnCapSerH .3516 5.5 25.40 0.13 USCellularNts60 .4344 6.7 25.79 0.05
CHS PfdB4 .4688 6.5 28.90 0.10 BankofAmPfdD .3878 6.0 25.81 0.05 DriveShackPfdB .6094 9.6 25.39 0.01 HanoverInsDeb .3969 6.2 25.71 0.14 SCE V Pfd .3406 4.7 29.02 0.04
AL Power Pfd O .3644 5.2 27.80 0.21 NiaMoPwr pfB .90 3.7 97.00 0.95 USCellularNts64 .4531 6.8 26.74 0.28
CHS PfdB3 .4219 6.1 27.82 0.31 BankofAmPfdI .4141 6.4 25.96 0.16 DriveShackPfdC .5031 8.1 24.70 0.25 HartfordFinDeb42 .4922 6.3 31.28 0.39 SLGreenRealtyPfd .4063 6.4 25.52 0.32
NiaMoPwr pfC .975 3.9 98.75 1.51 Urstadt Pfd G .4219 6.6 25.70 0.20
CommerceBcshPfB .375 5.8 25.81 0.10 AlerePfdB 3.00 3.2 376.47 3.47 BankofAmPfdL 18.125 5.9 1234.50 11.51 DriveShackPfdD .5234 8.4 24.81 0.20 HeclaMiningPfd .875 6.0 58.05 0.78 STAGIndlPfdB .4141 6.5 25.67 0.03
NuSTAR EnPfdA .5313 7.9 26.85 0.13 Urstadt Pfd F .4453 7.0 25.56 0.06
CowenNts .5156 7.6 27.18 0.11 AlexandriaPfdD .4375 4.9 35.50 0.40 BankofAmPfdW .4141 6.1 26.97 0.13 DuPont pfA .875 3.8 91.27 2.56 HerculesCapNts24 .3906 6.1 25.51 0.05 STAGIndlPfdC .4297 6.5 26.46 0.13
NuSTAR PfdB ... 25.40 0.11 VEREIT Pfd F .1396 6.5 25.88 0.26
eBay Nts2056 .375 5.6 26.95 0.17 AllerganPfdA 13.75 7.0 785.77 31.38 BankofAmPfdY .4063 6.0 26.93 0.09 DuPont pfB 1.125 4.5 101.03 2.31 Hersha Pfd E .4063 6.5 24.83 0.02 SafeBulkersPfdC .50 10.4 19.30 0.25
NuSTARLogNts .4766 7.4 25.67 0.03 ValePfdA .2831 7.1 7.96 0.13
FifthStNts28 .3828 6.1 25.18 0.15 AlliedCap Nts .4297 6.7 25.54 0.01 BNYMellonPfdC .325 5.1 25.26 0.08 DukeEnergyDeb .3203 5.0 25.50 0.18 HershaHospPfdC .4297 6.8 25.20 0.43 SafeBulkersPfdD .50 10.3 19.50 0.36
OFGBancorpPfA .1484 7.4 24.12 0.18 ValidusPfdA .3672 5.7 25.69 0.53
FifthThirdBncPfI .4141 5.7 28.95 0.24 Allstate PfdA .3516 5.4 26.14 0.03 BarclaysBkPfd5 .5078 7.6 26.58 0.17 DupontFabrosPfdC .4141 6.1 27.31 0.01 HershaHospPfdD .4063 6.4 25.20 0.20 SantdrFin pf .4006 6.2 25.71 0.11
OFGBancorpPfB .1458 7.4 23.65 0.10 ValleyNatlPfdA .3906 5.4 29.13 0.38
FirstInternetNts .375 5.8 25.80 0.07 Allstate PfdC .4219 6.2 27.14 0.07 BectonDickinsonPfA .7656 5.8 52.37 0.23 DynagasLNG PfdA .5625 8.5 26.40 0.34 Hess Pfd 1.00 6.7 59.36 0.48 SantndrFinPfd4 .425 6.6 25.68 0.08
OFGBancorpPfD .4453 7.5 23.76 0.35 VentasRealtyNts43 .3406 5.4 25.30 0.22
FrontierCommPfA 2.7813 30.0 37.13 5.52 Allstate PfdD .4141 6.1 27.34 0.12 BeldenPfdB 1.6875 7.0 96.51 3.11 DynegyPfdA 1.3438 16.9 31.75 7.46 HorizonTechNt19 .4609 7.2 25.55 0.12 SantndrFinPfd6 .2528 4.2 24.22 0.23
OM AssetMgmtNt .3203 5.5 23.34 0.13 VerizonNts54 .3688 5.5 26.73 0.05
GeneralFin9%PfdC 2.225 9.6 92.75 3.25 Allstate PfdE .4141 6.1 27.20 0.03 BostonPropPfdB .3281 5.2 25.45 0.05 DynexCapPfdA .5313 8.3 25.54 0.18 ING Grp 6.2Secs .3875 6.0 25.83 0.01 SantndrFinPfd5 .4063 6.3 25.64 0.03
PNC Fin PfdQ .3359 5.3 25.15 0.25 VornadoPfdG .4141 6.5 25.60 0.03
GeneralFinSrNt21 .5078 7.9 25.80 0.40 Allstate PfdF .3906 5.7 27.33 ... BrookfieldDTLAPf 2.25 35.9 25.07 0.10 DynexCapPfdB .4766 7.8 24.31 0.07 ING GrpHybrd .3984 6.1 26.02 0.11 SantndrHldPfdN .4563 7.0 25.90 0.31
PNCFinPfdP .3828 5.2 29.42 0.05 VornadoPfdI .4141 6.5 25.61 0.01
GladstoneCapPfd .1406 6.6 25.55 0.05 AllstateDeb .3188 4.6 27.87 0.32 CBL AssocPfdD .4609 8.2 22.39 0.42 EPR Prop Pfd .3594 5.1 28.19 0.10 ING Grp 6.125Secs .3828 5.9 25.91 0.02 SaratogaInvNts23 ... 26.14 0.22
PPL Capital Nts .3688 5.7 25.73 0.07 VornadoPfdK .3563 5.6 25.23 0.02
GladstoneCommPfA .1615 7.5 25.83 0.21 AmFinDeb2054 .3906 5.8 26.83 0.02 CBL AssocPfdE .4141 7.4 22.35 0.59 EPRPropPfdE .5625 6.4 35.34 ... InterstateP&LPfdD .3188 4.9 26.24 0.26 Satrn JCPen .875 11.2 15.60 0.10
PSBusParksPfdT .375 5.9 25.38 0.10 VornadoPfdL .3375 5.4 24.91 0.05
GladstoneCommPfD .1458 6.8 25.59 0.22 AmFinDeb2055 .375 5.6 26.90 0.34 CYSInvPfdB .4688 7.9 23.59 ... EPR Prop PfdF .4141 6.5 25.67 0.03 InvescoMtgPfdA .4844 7.7 25.28 0.06 SaulCentersPfdC .4297 6.7 25.60 0.07
PSBusParksPfdW .325 5.4 24.03 0.06 WPX Energy Pfd .7813 5.5 57.04 1.43
GldstoneComrc pf .1563 7.3 25.56 0.10 AmFinGrpNts2042 .3594 5.7 25.25 0.01 CYSInvPfdA .4844 7.8 24.79 0.14 EaglePointNts .4375 6.8 25.80 0.07 InvescoMtgPfdB .4844 7.6 25.44 0.01 ScorpioBulkNt19 .4688 7.6 24.55 0.10
PSBusParksPfdV .3563 5.6 25.34 0.21 WRBerkleyDeb2056 .3594 5.7 25.07 0.07
GladstonePfdB .1406 6.6 25.74 0.04 AmFinGrp2042 .3984 6.2 25.58 0.14 Cabco GS GYB .2009 3.5 22.76 0.01 EaglePointPfdA .1615 7.5 25.75 0.07 InvestorsRealPf .4969 7.8 25.35 0.05 ScorpioTankNt17 .4688 7.4 25.40 0.12
PSBusParksPfdU .3594 5.7 25.22 0.06 WRBerkleyDeb53 .3516 5.7 24.71 0.17
GladstonePfdC .1354 6.4 25.57 0.14 AmHomes4RentPfdA .3125 4.4 28.25 0.10 CABCO SBC Comm .2031 3.5 23.38 0.21 EaglePointPfdB .1615 7.5 25.80 ... iStarFnl pfE .4922 7.8 25.15 0.23 ScorpioTankNt19 ... 25.27 0.07
PartnerRePfdF .3672 5.8 25.24 0.44 WRBerkleyDeb56 .3688 5.6 26.14 0.30
GladstonePfdD .1302 6.1 25.41 0.42 AmHomes4RentPfdB .3125 4.4 28.58 0.18 Cabco JCP PFH .9531 10.9 17.56 0.04 ElPasoEngy pfC .5938 4.7 50.50 0.64 iStarPfdD .50 7.9 25.44 0.43 ScorpioTankNt20 .4219 7.0 24.15 0.10
PartnerRePfdG .4063 6.1 26.73 0.30 WashingtonPrmPfH .4688 7.5 25.17 0.17
GladstoneLandPfd .1328 6.1 26.02 0.01 AmHomes4RentPfdD .4063 6.3 25.64 0.06 CallonPetrolPfd 1.25 9.4 53.02 0.13 Endurance PfdC .3969 6.0 26.66 0.22 iStarPfdF .4875 7.8 25.13 0.33 PartnerRePfdH .4531 6.3 28.94 0.30 SeaspanNts2019 .3984 6.3 25.19 0.19 WashingtonPrmPfI .4297 6.8 25.17 0.17
GlbIndemnityNts ... 25.15 0.06 AmHomes4RentPfdE .3969 6.2 25.43 0.02 CapitalOnePfdB .375 5.9 25.33 0.31 EntergyAR Bds63 .2969 4.8 24.83 ... iStarPfdG .4781 7.6 25.11 0.61 PartnerRePfdI .3672 5.7 25.89 0.09 SeaspanPfdE .5156 9.5 21.68 0.57 WebsterPfdE .40 6.2 25.61 0.01
GlobalIndemNts .4844 7.7 25.21 0.09 AmHomes4RentPfdF .2734 ... 24.64 0.19 CapitalOnePfdC .3906 5.9 26.32 0.44 EntergyAR Bds 4.9 24.92 ... iStarPfdI .4688 7.5 25.01 0.50 PebblebrookPfdC .4063 6.4 25.31 0.03 SeaspanPfdG .5125 9.6 21.25 0.46 WellsFargoPfdN .325 5.2 25.05 0.03
GovtPropNts2046 .3672 5.8 25.28 0.03 AmHomes4RentPfdC .3438 4.9 28.02 0.10 CapitalOnePfdD .4188 6.1 27.28 0.54 Entergy1stMtgBd .3047 5.1 23.86 0.43 JMP Nts2021 .4531 7.1 25.42 0.06 PebblebrookPfdD .3984 6.2 25.87 0.07 SeaspanPfdH .4922 9.4 20.86 0.48 WellsFargoPfdA .3438 5.5 25.20 0.03
GreatElmNts20 ... 25.71 0.01 AmerTowerPfdB 1.375 4.7 117.60 1.19 CapitalOnePfdG .325 5.4 23.93 0.05 EntergyLA Bds52 .3281 5.3 24.84 0.04 JMP Nts2023 .50 7.8 25.64 0.02 PennantParkNt .3906 6.2 25.30 0.12 SeaspanPfdD .4969 9.3 21.36 0.27 WellsFargoPfdA .4141 5.5 30.19 ...
Hancock Nts .3719 5.7 26.06 0.15 AmTrustFinPfdA .4219 8.0 21.06 0.59 CapitalOnePfdH .375 5.8 25.76 0.41 EntergyLA Bd .2938 4.8 24.51 0.09 JPMorganPfdAA .3813 5.7 26.98 0.01 PA Reit Pfd A .5156 8.1 25.54 0.07 SelectiveInsNts .3672 5.8 25.19 0.19 WellsFargoPfdAY ... 25.26 0.16
HarvestCapNts20 .4375 6.8 25.75 0.26 AmTrustFinPfdB .4531 8.1 22.25 0.45 CapitalOnePfdF .3875 5.8 26.75 0.42 EntergyLA Bds66 .3047 5.1 23.68 0.29 JPMorganPfdBB .3844 5.7 26.95 0.02 PA Reit Pfd B .4609 7.3 25.43 0.17 SimonPropPfdJ 1.0469 5.8 72.79 0.20 WellsFargoPfdP .3281 5.1 25.54 0.04
HovnanianPfdA .4766 ... 7.04 0.03 AmTrustFinPfdC .4766 8.2 23.23 0.12 CapitalaFinNts21 .4453 7.0 25.33 0.02 EntergyMS Bds .3063 5.1 23.93 0.50 JPMorganPfdP .3406 5.3 25.54 0.04 PennREITPfdC .45 7.0 25.83 0.61 SolarCapNts .4219 6.7 25.37 0.01 WellsFargoPfdQ .3656 5.4 27.29 0.20
HuntingtonBcPfA 21.25 5.9 1447.95 47.95 AmTrustFinPfdD .4688 8.2 22.80 0.45 CapsteadMtgPfdE .4688 7.5 24.86 0.09 EntergyNOLA Bds .3125 5.0 24.94 0.06 JPMorganPfdT .4188 6.1 27.24 0.28 PennyMacMtgInvPfdA ... 25.57 0.17 SCE I Pfd .3516 5.6 25.29 0.01 WellsFargoPfdT .375 5.7 26.42 0.15
HuntingtonBcPfC .3673 5.7 25.61 0.18 AmTrustFinPfdE .4844 8.0 24.13 0.24 CedarRealty Pfd .4531 7.2 25.14 0.05 EntergyTX Bds .3516 5.3 26.52 0.03 JPMorganPfdW .3938 5.8 27.22 0.23 PitneyBowesNt43 .4188 6.4 26.09 0.28 SouthernNt2015A .3906 5.8 26.89 0.07 WellsFargoPfdV .375 5.7 26.45 0.05
HuntingtonBcPfD .3906 5.7 27.28 0.20 AmTrustFinPfdF .4344 8.1 21.46 0.59 CentraisElBrasPf .5143 ... 5.00 1.68 EnvisionPfdA-1 1.3125 5.0 104.45 0.70 JPMorganPfdY .3828 5.7 26.84 0.15 PPlus CZN-1 1.0469 8.1 25.91 0.31 SouthernNt2016A .3281 5.3 24.87 0.24 WellsFargoPfdW .3563 5.6 25.55 0.02
IberiabankPfdB .8281 6.0 27.69 0.27 AmTrustNts .4531 7.3 24.92 0.53 CenturyLinkNts .4063 6.5 24.97 0.01 EquityCommonNt42 .3594 5.7 25.11 0.12 JPMorganPfdO .3438 5.4 25.53 0.01 PPlus GSC-2 .1854 3.6 20.70 0.07 SouthwestEnerPfB .7522 ... 17.47 1.30 WellsFargoPfdO .3203 5.1 25.02 0.04
IberiabankPfdC .4125 6.0 27.51 0.23 AmTrustNts .4688 7.5 25.06 0.53 SchwabPfdB .375 5.9 25.48 0.47 EquityCommonPfdD .4063 6.4 25.43 0.53 JustEnergyPfdA .3128 ... 26.25 0.04 PPlus RRD-1 .7875 6.7 23.39 0.15 SpecialOppFdPfB .2188 3.4 25.63 0.12 WellsFargoPfdJ .50 7.6 26.35 0.03
LandmarkInfrPfdA .50 7.9 25.19 0.07 AnnalyCapPfdA .4922 7.5 26.20 0.24 SchwabPfdC .375 5.5 27.14 0.65 EquityLifestPfd .4219 6.6 25.70 0.18 KCAP Nts .4609 7.2 25.54 0.09 PrivateBncpDeb .4453 6.9 25.65 0.04 StanleyBlackDeb .3594 5.7 25.35 0.15 WellsFargoPfdL 18.75 5.9 1270.01 5.82
LandmarkInfrPfdB .4938 7.8 25.20 0.17 AnnalyCapPfdC .4766 7.4 25.72 0.15 SchwabPfdD .372 5.5 26.95 0.28 EverBankFinPfA .4219 6.6 25.60 0.18 KKR Pfd A .4219 6.3 26.85 0.20 ProspectCapNt .3906 6.0 26.08 0.25 StateStreetPfdD .3687 5.2 28.60 0.13 WellsFargoPfdA .3984 5.9 26.97 0.05
LegacyResPfdA .1667 24.0 8.32 0.21 AnnalyCapPfdE .4766 7.5 25.57 0.01 ChespkeEngy pfD 1.125 7.7 58.17 1.46 FNB PfdE .4533 6.2 29.10 0.01 KKR Pfd B .4063 6.1 26.68 0.12 ProtectiveLifeDb .375 5.9 25.27 0.01 StateStreetPfdE .375 5.6 26.69 0.01 WelltowerPfdI .8125 5.0 65.44 1.00
LegacyResPfdB .1667 24.3 8.24 0.06 AnnalyCapPfdD .4688 7.3 25.62 0.10 ChesapeakePfdA .4844 7.6 25.34 0.20 FPL Group Pfd .3672 5.5 26.60 0.09 KKR Fin Pfd A .4609 7.1 26.03 0.04 ProtectiveLifeDeb .3906 6.2 25.24 0.05 StateStreetPfdG .3343 5.0 26.87 0.03 WesternAllianDeb .3906 6.1 25.46 0.04
MBFinancialPfdA .50 7.7 26.13 0.01 AnworthMtgPfdA .4766 7.7 24.82 0.02 ChimeraFixFltPfdB .6833 ... 25.91 0.02 FedAgricMtgPfdB .4297 6.4 27.04 0.14 KSCitySo Pfd .25 3.6 27.56 0.21 PrudentialFinNt53 .3563 5.5 25.82 0.06 StateStreetPfdC .3281 5.2 25.38 0.08 ZionsBancorpNts .4344 5.9 29.60 ...
MTGEInvPfdA .5078 7.9 25.76 0.04 AnworthMtgPfdA .5391 8.2 26.32 0.13 ChimeraInvPfdA .50 7.8 25.75 0.05 FedAgricMtgPfdC .375 5.4 28.00 0.75 KayneAndersonMLPPf .0729 3.4 25.51 0.14 PrudentialNts .0852 ... 25.68 0.12 SteelPtrsPfdA .375 6.8 22.22 0.13 ZionsBancorpPfdF .4938 7.8 25.46 0.06
MedallionFinNts .5625 10.8 20.85 2.59 AnworthMtgPfdB .3906 5.5 28.45 0.02 CinnBell pfB .8438 6.7 50.15 0.05 FedAgricMtgPfdA .3672 5.6 26.10 0.18 KemperDeb54 .4609 6.9 26.78 0.14 PrudentialNts .3594 5.5 25.96 0.09 StellusCapNt .4063 6.4 25.58 0.06 ZionsBancorpPfdG .3938 5.5 28.70 0.04
MitchamIndsPfdA .5625 9.4 23.86 0.70 ApartmentInvPfdA .4297 6.5 26.57 0.17 CitigroupPfdAA .5078 7.5 27.13 0.11 FelcorPfdA .4875 7.6 25.51 0.22 KennedyWilsonNts .4844 7.6 25.59 0.31 PrudentialSkis .4219 ... 26.56 0.12 StifelFinlPfdA .3906 5.9 26.59 0.07 ZionsBancorpPfdH .3594 5.7 25.40 0.03
NatlGeneralPfdA .4688 7.3 25.70 0.34 ApolloCommPfdC .50 7.9 25.32 ... CitigroupPfdJ .4453 6.0 29.80 0.16 FifthStNts24 .3672 5.9 25.05 0.02 KeyCorpPfdE .3828 5.3 28.68 0.18 PrudentialPfd .4063 6.2 26.36 0.23 Strats Allst GJT .0346 2.1 19.70 0.26 ZionsBncpPfdA .2556 4.2 24.42 0.08
Complete FOREIGN EXCHANGE LIST: Page M38 Foreign Markets Key Cross Rates $1=0.8923, 111.26, 0.7670
Europe GLOBAL STOCK MARKETS Asia

Europes Down: Despite gains in the U.K. and In Local Currencies 1
In U.S. Dollars Tough in Tokyo: Down 1.3%, Japanese shares
Norway, European shares fell more than 1%. Week's Week's had their worst week in a month
Index % Chg. 5/19 52-wk Range % Chg. 5/19 52-wk Range
-1.18% DJ Europe The World 0.6 1450.8 1465.1 1195.0 0.1 1894.8 1906.2 1571.8 0.00% DJ Asia/Pacific
E.A.F.E.2 0.9 1105.4 1119.9 878.1 0.8 1882.8 1889.5 1520.9
U.K. 0.45 Australia 2.1 1159.3 1214.7 1021.1 1.5 770.5 822.5 669.8 Indonesia 1.76
Austria 5.4 606.1 606.1 356.7 8.0 1282.0 1282.0 739.8
Norway 0.15 Belgium 2.1 1288.3 1319.9 1139.8 0.3 1787.5 1811.0 1496.7 China 1.03
Canada 0.6 1969.1 2035.4 1720.2 0.7 1571.9 1678.1 1419.4
-0.15 Italy Denmark 0.7 8048.6 8481.5 6662.5 1.7 9080.4 9712.7 7099.8 Thailand 0.32
Finland 0.7 701.6 709.6 543.8 1.8 521.0 521.7 395.9
-0.55 Finland France 1.4 1902.3 1938.2 1414.8 1.1 1800.1 1809.3 1312.5 -0.02 South Korea
Germany 1.3 1032.1 1049.9 782.1 1.1 2161.5 2168.8 1605.8
-0.60 Spain Greece 1.0 69.3 71.0 45.0 1.5 28.8 28.8 18.5 -0.26 Malaysia
Hong Kong 0.7 15284.0 15443.7 12413.0 0.6 10907.3 11014.9 8875.4
-0.86 Denmark Ireland 2.3 233.4 242.9 187.1 0.2 199.3 203.5 156.6 -0.34 Taiwan
Italy 0.1 740.7 747.6 526.2 2.6 267.7 267.7 186.4
-1.03 Greece Japan 1.4 928.6 945.7 723.9 0.1 3002.0 3040.2 2554.9 -0.40 Philippines
Netherlands 1.1 1617.2 1641.4 1213.1 1.2 2968.9 2978.2 2185.7
-1.26 Netherlands New Zealand 1.0 130.1 146.1 122.3 0.2 136.4 165.3 131.8 -0.58 Hong Kong
Norway 0.5 2620.6 2635.3 2162.8 3.1 2236.4 2273.1 1798.0
-1.26 Germany Portugal3 2.0 90.9 92.8 73.3 0.4 66.7 66.7 52.7 -0.70 Singapore
Singapore 0.9 1658.9 1681.1 1409.4 0.4 3684.7 3700.8 3110.6
-1.29 Switzerland Spain 0.6 1026.3 1058.5 706.2 1.8 483.4 489.3 326.1 -0.75 India
Sweden 1.2 12813.1 13055.9 9662.2 0.1 7580.0 7659.4 5833.7
-1.36 France Switzerland 1.2 1199.5 1213.7 1002.4 1.7 5286.0 5286.0 4343.8 -0.83 New Zealand
U.K. 0.5 2174.0 2188.8 1722.8 1.6 1180.0 1180.8 954.7
-1.52 Sweden U.S.A. 0.4 2268.4 2288.0 1903.6 0.4 2268.4 2288.0 1903.6 -1.33 Japan
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-2.11 Belgium -1.99 Australia
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on DJ Total Stk Mkt Source: S&P DJ Indices Indexes based on DJ Total Stk Mkt Source: S&P DJ Indices
KEY FOREIGN STOCK MARKET INDEXES Dow Jones Global Total Stock Market Indexes
DJ Global DJ Global DJ Global Point
Most Recent Weeks Year-to-Date Most Recent Weeks 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 05/19/17 % Chg. 05/19/17 % Chg. 12/31/16 12/31/16 12/31/16
Amsterdam AEX 526.92 1.46 +43.75 +9.05 Manila Composite 7767.62 0.61 +926.98+13.55
Americas 5732.91 0.51 5427.02 305.89 5.64
Brazil 93898732.29 7.99 11257.98 12.46 11028.00 229.98 2.09
Athens General 784.17 0.63 +140.53+21.83 Mexico City IPC 49067 0.73 +3424.57 +7.50
Canada 5065.90 0.54 4320.92 0.76 4317.31 3.61 0.08
Milan FTSE All Share 23770 0.12 +2834.41+13.54 Chile 7889.42 1.07 4413.29 0.94 3918.60 494.69 12.62
Bangkok SET 1549.64 +0.37 +6.70 +0.43 Mexico 31334.50 0.57 5137.81 0.20 4352.19 785.61 18.05
Moscow RTS 1087.75 1.09 64.58 5.60 U.S. 24648.95 0.40 24648.95 0.40 23276.73 1372.22 5.90
Bombay Sensex 30464 +0.92 +3838.46+14.42 Latin America 6031.30 6.78 5520.64 510.66 9.25
Oslo Composite 795.86 +0.44 +31.20 +4.08 Europe 3268.24 1.30 2849.82 418.41 14.68
Brussels Bel-20 3949.44 1.47 +343.08 +9.51 Austria 3474.21 1.81 3029.45 4.34 2326.67 702.78 30.21
Paris CAC 5324.40 1.50 +462.09 +9.50 Belgium 6331.95 2.11 5524.19 0.33 4844.11 680.08 14.04
Buenos Aires Merval 21614 +0.52 +4697.01+27.76 Denmark 10274.44 0.86 9144.93 1.58 7756.84 1388.10 17.90
Santiago Selective 3661.57 1.36 +438.40+13.60 Finland 14106.02 0.55 11000.95 1.93 9549.40 1451.56 15.20
Caracas General 71626 +18.08 +39920+125.91 France 3902.84 1.36 3449.38 1.09 2938.75 510.63 17.38
Sao Paulo Bovespa 62639 8.18 +2412.02 +4.00 Germany 4018.49 1.26 3493.03 1.20 3034.14 458.89 15.12
Colombo All Share 6729.66 +0.86 +501.40 +8.05 Greece 427.58 1.03 246.50 1.43 198.77 47.73 24.01
Seoul Composite 2288.48 +0.11 +262.02+12.93 Ireland 5386.17 1.67 5339.86 0.77 4668.61 671.25 14.38
Copenhagen OMX 20 981.18 0.66 +97.22+11.00 Italy 2159.66 0.15 1547.21 2.33 1293.97 253.24 19.57
Shanghai Composite 3090.63 +0.23 13.01 0.42 Netherlands 4927.39 1.26 4285.38 1.20 3586.49 698.89 19.49
Dublin ISEQ 6930.76 1.47 +413.52 +6.35 Norway 4638.96 0.15 3314.89 2.71 3142.76 172.13 5.48
Shenzhen B Share Idx 1095.17 +0.83 32.53 2.88 Portugal 1390.80 1.77 1052.89 0.67 911.62 141.27 15.50
EURO STOXX SXXE 385.95 1.09 +35.69+10.19 Russia 1609.48 1.20 810.91 0.94 840.07 29.16 3.47
Singapore FTSE STI 3216.92 1.18 +336.16+11.67
Spain 4366.57 0.60 2861.90 1.88 2335.44 526.47 22.54
EURO STOXX 50 SXSE 3587.01 1.39 +296.49 +9.01 Sweden 10592.19 1.52 6722.62 0.44 5931.68 790.94 13.33
Stockholm OMXS 582.53 1.33 +47.97 +8.97
Switzerland 6191.57 1.29 8542.90 1.57 7395.82 1147.08 15.51
Frankfurt DAX 12638 1.03 +1157.63+10.08 United Kingdom 3321.02 0.45 2313.70 1.50 2085.89 227.80 10.92
STOXX Europe 50 SXSP 3235.92 1.07 +225.37 +7.49
South Africa 17851.95 0.30 3694.52 1.21 3308.21 386.31 11.68
Helsinki OMHX 9587.15 0.49 +685.62 +7.70 Pacific Region 1586.08 0.00 1422.73 163.36 11.48
STOXX Europe 600 SXXP 391.51 1.04 +30.09 +8.33
Australia 3544.01 1.99 3470.33 1.38 3339.07 131.26 3.93
Hong Kong Hang Seng 25174 +0.07 +3174.31+14.43
China 2771.61 1.03 2761.02 1.16 2331.94 429.08 18.40
Sydney S&P/ASX 200 5727.40 1.88 +61.60 +1.09
Hong Kong 5140.16 0.58 5136.17 0.45 4514.05 622.12 13.78
Istanbul IMKB 95147 +0.16 +17008+21.77
India 3412.34 0.75 2375.34 1.24 1926.97 448.37 23.27
Taipel Weighted 9947.62 0.39 +694.12 +7.50
Japan 969.63 1.33 1084.88 0.17 1013.18 71.70 7.08
Jakarta Composite 5791.88 +2.06 +495.17 +9.35
Tel Aviv 125 Index 1282.08 1.03 0.29 0.02 Malaysia 3480.43 0.26 2192.00 0.32 1909.58 282.42 14.79
New Zealand 2296.35 0.83 2933.70 0.00 2791.92 141.78 5.08
Johannesburg All Share 54427 +0.67 +3773.76 +7.45 Tokyo Nikkei-225 19590 1.47 +476.39 +2.49 Philippines 7681.26 0.40 4000.47 0.62 3557.60 442.86 12.45
Singapore 2178.42 0.70 2547.71 0.61 2200.00 347.71 15.81
Kuala Lumpur Composite 1768.28 0.43 +126.55 +7.71 Toronto S&P/TSX 15458 0.51 +170.87 +1.12 South Korea 4445.20 0.02 2989.82 0.01 2461.43 528.40 21.47
Taiwan 2383.91 0.34 2034.14 0.44 1764.41 269.73 15.29
LISBON PSI 2850.98 +0.25 +330.83+13.13 Vienna ATX 3161.45 +2.57 +543.02+20.74 Thailand 2888.46 0.32 1980.55 1.28 1895.74 84.81 4.47
Euro Zone 3247.39 1.36 2766.10 481.29 17.40
London FTSE - 100 7470.71 +0.48 +327.88 +4.59 Wellington S&P/NZX 50 7392.11 0.81 +510.89 +7.42 Europe Developed (ex U.K.) 3965.99 1.30 3402.82 563.18 16.55
Europe (Nordic) 6188.82 0.81 5437.03 751.79 13.83
Madrid IBEX 35 10835 0.57 +1483.30+15.86 Zurich Swiss 9022.51 1.11 +802.64 +9.76
Pacific (ex. Japan) 3747.22 0.11 3267.90 479.31 14.67
World (ex US) 2418.23 0.43 2160.48 257.75 11.93
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily DOW JONES GLOBAL TOTAL STOCK MARKET INDEX 3655.96 0.01 3360.39 295.57 8.80
that of the week of publication. GLOBAL DOW 2748.33 0.12 2531.51 216.82 8.56
Indexes based on 12/31/91=1000. s2017 Dow Jones & Co. Inc. 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.
InfProBd 10.38 0.02 0.9 1.2 DividendStrat1 n 22.31 NA NA NA TaxEZ n 13.57 0.06 3.1 11.2
A American Century Ins:
More Inflows: Taxable-bond funds enjoyed net inflows of $6.5 billion based on the latest DividendStratA 22.30 NA NA NA TotReBdZ n 9.07 0.03 2.4 9.2
NT MdCapVal 13.71 -0.02 2.8 39.5 DividendStratI 22.84 NA NA NA USGvtMtg tn 5.46 0.02 2.2 9.0
AB Funds:
AllMktRlRtnPtZ 8.39 0.09 1.3 -21.6
NTCoreEquityPlus 14.93 -0.18 5.0 21.0 four-week moving averages; money market funds took in $4 billion; equity funds received LargeCapGrowthA 36.73 NA NA NA Columbia Funds:
NTDvBnd 10.77 0.05 2.3 8.1 LargeCapGrowthI 40.51 NA NA NA UltShortBd 9.01 0.00 0.5 2.0
IntDurInstl 15.05 0.05 2.3 9.8 NTEqGrp 12.81 -0.07 6.9 23.6 $1.9 billion; and muni-bond funds reaped $446 million. Data courtesy of Lipper. LargeCapValueI 30.64 NA NA NA Commerce Funds:
MuniIncmShares 11.35 0.07 4.2 18.8 NTGrwth 16.64 -0.05 14.1 36.4 MidCapA 32.61 NA NA NA Bond 19.99 0.09 2.4 8.6
AB Funds - A: Equity Funds Municipal Bond Funds
NTHeritage 13.50 -0.03 10.2 27.4 12900 760 MidCapI 35.88 NA NA NA Community Capital Tr:
BalWlthStrA p 14.31 0.04 6.0 11.9 NTIntlGr 11.24 0.18 16.4 6.2 SmallCapGrowthA 29.40 NA NA NA CRAQualInvFd 10.64 0.04 1.7 6.3
GlobalBondA p 8.44 0.00 1.9 11.0 NTIntlVal 9.77 0.08 11.8 NS SmallCapGrowthI 31.18 NA NA NA Credit Suisse Common:
GrowthA p 69.57 -0.06 16.1 45.5 NTLgVal 11.80 -0.05 3.3 24.8 8800 570 SmallCapGrowthIS 31.44 NA NA NA ComdtyRet r 4.94 0.07 -2.6 -36.3
HighIncomeA p 8.89 -0.05 4.8 14.2 American Century Inv: Clipper: Cullen Funds:
LgCpGrA p 43.64 -0.06 15.3 48.8 AllCpGr n 32.39 -0.13 13.0 37.3 ClipperFd n 113.94 0.11 4.8 36.8
NtlMuA p 10.25 0.05 3.1 10.4 4700 380 HiDivEqI r 18.31 -0.01 6.2 25.0
Balanced n 18.30 -0.02 4.9 16.1 Cohen & Steers:
RelatValA p 5.72 -0.03
SmMdCpGrA p 9.86 -0.05
3.2
12.6
25.7
26.6
CaHYMu n
CAIntTF n
10.50
11.88
0.06
0.06
4.4
2.9
15.4
7.4 600 190
InstlRlty 43.67
PrefSecIncmA 14.04
0.41
0.01
2.0
6.5
28.4
21.1
D
AB Funds - ADV: DivBnd n 10.79 0.05 2.2 7.4 PrefSecIncmC 13.96 0.01 6.2 18.7 Davenport:
GlbBd 8.44 0.01 2.0 12.0 Val&Incm n 16.02 0.00 3.3 25.2
HiIncmAdv 8.91 -0.04 5.0 15.2
EmgMkt nr 10.04 -0.08 18.8 14.4 -3500 0 PrefSecIncnI 14.07 0.01 6.6 22.3
EqGro n 31.24 -0.18 6.8 23.2 Mar Apr May Mar Apr May RltyIncA p 14.22 0.14 1.6 35.2 Davis Funds A:
IntlStraEquPtADV 11.83 0.09 16.9 NS EqInc n 9.14 0.00 4.0 34.5 RltyIncI 14.95 0.15 1.7 36.3 Fincl A 46.24 -0.14 3.7 35.6
IntmedDivMuni 14.42 0.04 2.5 NS GinnieMae n 10.56 0.03 1.0 5.2 RltyShs n 66.30 0.61 1.8 27.5 NYVen A 32.67 -0.03 7.0 31.2
LgCpGrAdv 47.18 -0.06 15.4 50.0 Money Market Funds Taxable Bond Funds Davis Funds C & Y:
GovtBd n 11.03 0.05 1.6 5.3 Colorado BondShares:
SelectUSLgShrt 12.32 -0.01 3.2 11.3 Grwth n 31.75 -0.08 14.2 36.4
5000 9100 ColoradoBdShs 8.98 0.01 2.7 12.1 NYVenC 29.97 -0.03 6.7 28.2
SmCapCorePortADV 11.39 -0.17 -2.9 NS Heritage n 22.22 -0.06 10.1 26.6 Columbia Class A: NYVenY 33.36 -0.02 7.2 32.2
SmMdCpGr 10.46 -0.05 12.6 27.6 IncGro n 37.35 -0.23 5.2 22.5 AcornA t 14.53 -0.07 8.8 21.7 Del Invest Instl:
SmMidCpValAdv 21.88 -0.16 -0.6 24.4 InfAdjBd n 11.74 0.07 1.6 2.7 500 7400 AMTTEBd 4.00 0.02 3.2 12.4 CorpBdI 5.85 0.03 4.1 9.0
TxMgdWlthAppAdv 16.28 0.03 9.6 17.5 InfProBd n 10.29 0.01 0.7 0.5 BalancedA t 39.35 -0.04 5.9 23.3 USGrw 24.92 -0.17 10.3 23.9
WlthApprStr 15.67 0.03 8.9 15.3 Intl Gr n 12.43 0.19 16.5 6.0 BldrAggrsv 12.88 0.01 8.9 22.1 Value 19.88 -0.03 1.9 27.6
AB Funds - C: IntTF n 11.32 0.05 2.8 6.9 -4000 5700 BldrMod p 11.48 0.03 6.4 17.1 Del-Pooled Trust:
HighIncomeC p 9.00 -0.04 4.5 11.5 LgComVal n 10.00 -0.04 3.3 25.4 ContCoreA p 24.30 -0.10 8.7 34.8 MondrianIntlEq 15.18 NA NA NA
AB Funds - I: MdCapVal n 17.66 -0.03 2.7 38.4 DisplCoreA p 10.90 -0.05 6.7 30.3 Delaware Invest A:
GlbBd 8.43 0.00 1.9 11.9 OneChAgg n 15.86 0.00 8.1 20.2 DivIncA t 20.15 -0.05 6.0 32.0 Diver Inc p 8.73 0.02 2.9 6.4
AB Funds - K:
-8500 4000
OneChCon n 13.40 0.04 5.0 13.4 DivOpptyA 9.82 0.02 4.2 21.5 SmCpValA p 60.44 -0.37 1.0 29.0
AllMktRtrn1 8.33 0.09 1.2 -22.1 Mar Apr May Mar Apr May
OneChMod n 15.05 0.01 6.6 16.8 DivrEqInc A 13.85 -0.04 4.2 27.3 SMIDCapGrA p 17.48 -0.15 6.3 23.1
Acadian Emerging Markets: OneChoice2020 n 12.18 0.03 4.7 13.6 EqValA 12.78 0.03 8.1 12.8 Deutsche Funds:
AcadnEm Inv 19.28 -0.12 17.0 6.1 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S Lipper FMI
OneChoice2025 n 14.38 0.02 5.3 14.8 FocEqA w/ p/r t 16.66 -0.03 14.2 34.4 CapGrth p 74.41 -0.33 11.7 42.2
AdvisorTwo: OneChoice2030 n 12.47 0.02 5.8 16.2 GlobTech 38.01 -0.01 21.3 86.1 CapGrth n 75.13 -0.32 11.8 43.3
FrTRInst 10.51 0.03 2.7 9.3 OneChoice2035 n 15.49 0.00 6.2 17.5 HiYldBd 2.97 0.01 3.5 12.9 CoreEq n 25.85 -0.02 7.4 38.9
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
AIG Funds: OneChoice2040 n 12.99 0.00 6.7 18.8 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. IncmBldr t 11.81 0.02 3.2 12.2 CROCIIntrFdS n 47.20 0.29 15.2 9.4
FDivStII t 17.50 -0.09 3.0 25.7 OneChoice2045 n 16.22 0.00 7.3 20.1 LgCpGrowA t 37.82 -0.04 14.3 42.5 EqDivA 52.19 -0.02 6.9 25.6
Akre Funds: OneChoiceRet n 12.96 0.03 4.4 12.6 AMG Funds: MidCapInst 43.90 0.22 12.3 26.1 FloRateIncPortA 10.24 0.00 1.5 9.7 IntlFd 12.59 0.15 14.7 5.1 LgCpIdx pn 45.67 -0.15 7.1 32.9 GblIncBldA 9.62 0.00 6.6 7.9
AkreFocusInst 27.69 0.30 9.0 32.8 Real n 28.03 0.32 -0.2 22.2 RRDivAcValI 12.37 -0.03 0.9 25.4 MidCapInv n 40.81 0.21 12.2 25.2 GlblAlloc p 19.45 0.10 7.0 10.8 IntmBdFd 12.57 0.03 1.4 4.4 LiGoBalA p 12.65 0.02 7.6 19.9 GNMA S n 13.85 NA NA NA
AkreFocusRtl 27.21 0.29 8.9 31.8 Select n 65.20 -0.32 12.9 42.9 AMG Managers Funds: MidCapVal Inv n 22.88 0.00 2.4 14.4 HiYInvA 7.77 -0.02 4.0 11.6 MCMultiStrM 16.19 -0.05 6.0 25.6 MdCpIndxA pn 15.93 -0.06 3.4 30.1 HiIncA 4.79 0.02 4.1 11.1
Alger Funds A: SmallCo n 14.59 -0.22 -0.4 19.7 Brandywine I n 41.41 -0.23 9.8 34.3 Ashmore Funds: HlthScOp p 50.31 -0.18 13.0 45.8 NtlIntmMuni 13.51 0.05 2.8 7.3 MdCpVlOpp p 10.02 -0.02 1.8 17.8 HiYldTx n 12.21 0.06 3.0 12.0
CapApr 23.18 -0.02 15.6 38.9 SmCpVal n 9.03 -0.06 -0.4 30.8 FairpointeMdCpI 42.68 -0.69 2.4 19.2 EmgMktTRInst 8.15 NA NA NA LgCapCore p 19.54 -0.18 8.0 31.7 NtlShTMuni 12.79 0.01 1.2 1.7 MidCapGthA t 26.03 -0.03 9.9 29.3 IntTaxAMT n 11.89 0.05 2.7 7.6
SpectraN 19.21 -0.01 15.3 38.8 FairpteMCpN 41.71 -0.68 2.3 18.3 AT Disciplined Equity Ins: LgCapGr 14.95 -0.12 12.7 39.6 Bridgeway Funds: MgdMuniA p 9.12 0.05 2.7 9.5
Ultra n 39.77 -0.21 14.0 40.7 MidCpValA 15.12 0.00 3.5 19.2
Alger Funds Inst: GWKMBd I 11.68 0.08 3.8 9.7 ATDispEqInst n 17.41 -0.06 6.9 33.3 LowDurBdA 9.63 0.00 1.0 3.0 BChip35 n 13.55 -0.06 4.9 31.7 MgdMuniS n 9.13 0.04 2.8 10.2
Util n 18.29 0.05 0.3 28.8 SelgComuInfoA 71.24 -0.04 21.5 83.3
CapApprI 30.46 -0.03 15.3 38.8 LoomisSaylesBd I 26.87 0.12 3.5 7.8 Ave Maria Funds: MultiAstIncome 10.91 -0.04 4.1 9.8 BroadviewOpp n 35.58 -0.35 0.8 15.1 S&P500S n 28.54 -0.09 7.1 33.2
Value n 8.83 -0.04 0.3 25.1 SmCpIdxA pn 23.37 -0.29 -0.8 32.0
Allianz Fds Admin: LoomisSaylesBd N n 26.87 0.12 3.5 7.5 RisingDivd n 17.34 -0.08 3.5 20.4 NatlMuni p 10.87 0.05 2.6 9.3 Brown Advisory Funds: StrGovSecA 7.90 NA NA NA
American Century R6: StrAlloc 12.55 0.10 8.1 12.0
RCMTechI 66.45 -0.26 22.8 55.3 M&C Growth I 19.26 -0.07 9.9 22.0 StratMuniOpp 11.49 0.03 3.8 10.7 GrowEqInv n 19.59 -0.03 13.7 29.0 TechA 19.46 -0.11 18.0 48.8
Growth 32.25 -0.08 14.4 37.9 StratIncA 6.04 0.01 3.1 10.8
Allianz Fds Instl: MdCapVal 17.68 -0.02 2.9 39.9
PictetIntl I 10.92
SkylineSpcEqFd N n 42.49
0.11
-0.98
17.8
-1.9
14.4
20.9
B StrtIncOpptyInvA 9.89
TotRet 11.73
-0.03
0.04
1.7
2.2
5.5
8.4
BrownSmCoInv n 83.52
BruceFund n 508.11
0.64 13.8 52.0
5.70 4.5 15.0
TaxEA 13.56 0.05 3.0 10.4 Diamond Hill Funds:
NFJDivVal 17.00 -0.03 1.7 14.4 American Funds Cl A: TotReBdA t 9.07 0.03 2.3 8.4 LgCapA p 24.43 -0.25 5.9 29.7
SmCpVl 26.07 -0.29 -0.1 14.3 SouthSunUSEq I 13.40 -0.08 3.0 4.6 Baird Funds: BlackRock Funds Blrk: Buffalo Funds:
2010TarRetA p 10.62 0.04 4.4 13.8 USGvtMtg p 5.47 0.02 2.1 8.2 LgCapI 24.60 -0.25 6.0 30.8
Allianz Funds A: TSSmCapGrFd Z 19.08 0.02 8.3 23.2 AggBdInst 10.87 0.05 2.4 9.5 CoreBd 9.67 0.04 2.0 8.1 BuffBal n 14.57 -0.08 1.0 9.4
2015TarRetA p 11.26 0.04 4.8 14.8 Columbia Class C: LgCapY 24.62 -0.25 6.1 31.2
NFJDivVal t 16.90 -0.03 1.6 13.2 TSSmCpGrFd Z 16.91 -0.04 6.8 28.3 CorBdInst 11.22 0.06 2.6 10.2 HiYBlk 7.78 -0.01 4.1 13.1 DiscFd n 22.30 0.01 10.4 35.9
2020TarRetA p 12.09 0.04 5.6 16.2 Balanced 39.23 -0.04 5.6 20.6 LongShortI 26.05 -0.20 2.4 17.3
SmCpV A 23.69 -0.26 -0.2 13.0 TSSmCpGrFd N 18.69 0.02 8.3 22.5 IntBdInst 11.10 0.03 1.9 6.8 BlackRock Funds C: SmCap n 17.12 -0.18 13.9 21.5
2025TarRetA p 12.76 0.04 6.6 18.0 ContCore p 22.12 -0.10 8.3 31.8 SmCapI 34.39 -0.32 -1.4 11.4
Alpine Funds: YachtmanFocFd I 21.04 -0.12 7.0 22.0 QualIntMunBdInst 11.65 0.05 2.7 5.9 EqtyDivd t 22.54 -0.12 3.5 26.2
2030TarRetA p 13.49 0.03 7.8 20.8 DivInc t 19.54 -0.06 5.6 29.1 SmMidCapI 21.67 -0.18 1.3 27.1
TxOptInc 10.04 0.00
AmanaGrowth n 33.71 -0.26
0.4 1.9
12.1 34.2
2035TarRetA p 13.69 0.02 8.7 22.3
YacktFocFd N n 21.06
YacktmanFd I n 22.66
-0.11
-0.12
7.0
5.9
21.3
20.5
ShtTBdInst
Baron Funds:
9.71 0.01 1.0 4.6 GlblAlloc t
HlthScOp
17.66
44.76
0.09
-0.16
6.7 8.4
12.7 42.7 C SelComunInfo t 51.27 -0.04 21.1 79.2 Dimensional Fds:
2040TarRetA p 13.96 0.02 9.1 22.8 Angel Oak Funds Trst: MultiAstIncome 10.89 -0.04 3.9 7.2 Columbia Class I,T&G: 2TGlFxd 9.98 0.01 0.7 2.0
Amana Income: 2045TarRetA p 14.13 0.02 9.2 23.3 Asset n 66.15 0.07 14.2 33.9 Calamos Funds: DivOppty tn 9.86 0.02 4.2 22.3 5GlbFxdInc 11.01 0.03 1.7 6.0
AglOkMtiStFdClIn 11.25 0.00 2.2 11.1 EmergingMkts n 13.03 -0.03 19.0 8.3 StratIncOpptyInv 9.88 -0.03 1.4 3.2 Gr&IncA p p 31.37 -0.01 6.4 23.2
AmanaIncm n 47.55 -0.04 6.9 20.1 2050TarRetA p 13.82 0.01 9.2 23.4 Columbia Class R5: CASTMuniBd 10.33 0.01 1.3 2.6
AQR Funds: Growth n 67.99 -0.10 14.3 25.4 BlackRock Funds Inst: Gr&IncC p/r t 31.49 -0.01 6.1 20.4
Amer Beacon Insti: AmcpA p 29.30 -0.11 7.6 27.5 ContCore 24.85 -0.10 8.8 36.4 DFARlEst 34.44 0.42 0.3 26.5
EqMktNeut I 11.98 NA NA NS Partners n 44.81 -0.62 20.9 30.8 BasicVal 24.98 -0.17 -1.5 17.0 GrowthA p p 32.62 -0.10 11.7 25.6
IntlInst 19.67 0.26 14.0 3.5 AMutlA p 38.39 -0.05 4.7 27.2 MidCapIndx 16.16 -0.07 3.5 31.1 EmgMkt 26.68 -0.12 17.4 4.3
LgCapDefStyle I 17.22 NA NA NA SmallCap n 28.41 -0.02 12.1 24.2 CAInsMun 12.53 0.03 3.2 12.6 MktNeutA p p 13.22 -0.01 1.9 9.0
LgCapinst 28.62 -0.10 3.8 20.7 BalA p 26.11 0.04 5.6 24.4 SelLgCpGr t 16.91 -0.07 20.3 35.4 EmgMktSoCoEq 13.01 -0.10 17.3 6.0
LgCapMomStyle I 20.25 NA NA NA Baron Instl Shares: CoreBd 9.64 0.04 2.0 7.8 MktNeutI 13.08 -0.01 2.0 9.9
LgCpVal Inst 26.38 -0.09 1.2 27.7 BondA p 12.92 0.05 2.3 7.2 LgCpMultiStyle R 15.50 NA NA NS EqtyDivd 23.34 -0.12 3.9 29.9 Columbia Class Y: EmgMktVa 27.83 -0.03 16.2 3.2
SmCpInst 27.09 -0.32 -2.0 25.4 CapIBA p 61.35 0.56 7.3 13.3 AssetInst 68.14 0.08 14.4 35.0 Calvert Investments: ContCore p 24.86 -0.10 8.8 36.6 EmMktCorEq 20.26 -0.17 16.7 5.4
LngShrtEq I 13.52 NA NA NA FloRateIncPorIns 10.24 0.00 1.5 10.7
Amer Beacon Inv: CapWA p 19.77 0.25 4.8 -0.3 EmergingMktsInst 13.07 -0.03 19.0 9.1 InvEq p 40.85 -0.06 10.9 30.4 Columbia Class Z: EmMktSmCp 21.46 -0.25 15.7 13.1
LngShrtEq R 13.55 NA NA NS GlblAlloc 19.57 0.10 7.1 11.7
LgCapInv 26.76 -0.09 3.7 19.5 CapWGrA 48.68 0.26 11.5 16.4 GrowthInst 69.58 -0.10 14.4 26.4 BalPortA p 31.81 0.03 4.0 16.3 AcornIntZ n 44.32 0.35 17.4 6.9 Fixd 10.31 0.01 0.5 1.6
MgdFutStrI 8.88 NA NA NA GlobLg/ShrtCrIns 10.30 0.00 1.8 3.3
SmCapInv 26.15 -0.32 -2.1 24.1 EupacA p 52.26 0.20 15.9 11.3 PartnersInst 45.64 -0.63 21.1 31.9 Cambiar Funds: AcornZ n 16.65 -0.08 8.9 22.7 GblAll60 40Inst 16.98 0.01 5.0 13.9
MgdFutStrN 8.77 NA NA NA HiYldBd 7.78 -0.01 4.1 12.8
American Century A: FdInvA p 59.09 0.04 8.8 36.4 SmallCapInst 29.26 -0.01 12.2 25.2 IntlEqInv r 26.07 0.29 8.9 9.7 BalancedZ n 39.29 -0.04 6.0 24.2 GlAll25 75Inst 13.21 0.01 2.7 8.5
MgdFutStr R 8.89 NA NA NS HlthScOp 52.63 -0.19 13.2 47.0
EqIncA p 9.14 0.00 4.0 33.5 GBalA p 31.46 0.30 7.2 9.5 MultiStrAltI 9.32 NA NA NA BBH Funds: InflProtBdInst 10.70 0.06 1.6 1.7 CausewayInst 15.85 0.23 14.3 3.8 ContCoreZ n 24.47 -0.10 8.8 35.9 GlEqInst 20.81 -0.02 7.2 20.4
MdCapVal p 17.63 -0.02 2.7 37.4 GovtA p 13.80 0.05 1.7 5.6 MultiStratAlt R 9.33 NA NA NS CorSelN n 21.83 -0.03 7.4 18.9 LowDurI 9.64 0.00 1.2 4.1 CausewayInv n 15.74 0.23 14.2 3.1 CorpIncmZ n 10.16 0.05 2.8 8.6 GlRESec 10.66 0.09 2.5 18.9
American Century C: GwthA p 46.66 -0.14 11.0 37.4 SmCpMultiStyle R 14.84 NA NA NS Bernstein Fds: MultiAstIncome 10.92 -0.04 4.2 10.6 CG Cap Mkt Fnds: DivIncomZ n 20.17 -0.05 6.0 33.0 InfProtSec 11.89 0.08 2.1 4.3
EqIncC p 9.13 0.00 3.7 30.6 HI TrA p 10.46 0.01 4.0 8.7 StylePremAlt I 9.86 NA NA NA Ca Mu n 14.33 0.05 2.5 5.3 NatlMuni 10.86 0.04 2.7 9.9 CoreFxIcm n 8.14 0.04 2.4 8.2 EmgMkt nr 11.36 -0.03 20.5 9.3 IntGvFxdInc 12.55 0.07 2.3 7.2
American Century I: HiInMuniA 15.62 0.07 3.8 15.0 StylePremAlt R 9.88 NA NA NS DivrMuni n 14.43 0.04 2.5 5.5 StratIncOpptyIns 9.89 -0.03 1.8 6.5 IntlEq n 11.97 0.17 15.3 6.6 HYMuniZ n 10.58 0.06 3.6 15.0 IntlCoreEq 13.21 0.17 13.5 9.7
DivBnd 10.79 0.05 2.2 8.1 ICAA p 38.43 -0.05 6.5 29.2 Aquila Funds: EmMkts n 28.58 -0.27 15.9 5.7 StratMuniOppI 11.50 0.04 3.9 11.5 LgCapEq n 18.07 -0.06 7.1 30.7 IncOppty n 9.97 0.01 3.6 13.2 IntlREst 5.02 0.01 6.8 7.4
EqInc 9.15 0.00 4.2 35.3 IncoA p 22.53 0.09 4.7 18.3 HI TF A 11.43 0.04 2.6 6.1 IntlPort n 16.98 0.22 15.2 7.3 BlackRock Funds Inst: CGM Funds: IntmMunBdZ n 10.54 0.04 2.7 7.9 IntlSustCore1 10.19 0.12 14.7 8.5
Gl Bond 10.23 0.03 2.0 10.5 IntBdA p 13.43 0.02 1.1 3.5 ArbitrageI n 13.41 -0.01 1.6 7.9 IntmDur n 13.20 0.04 2.3 9.6 TotRet 11.73 0.04 2.4 9.6 Focus n 45.86 -1.34 7.3 20.8 LgCapGr n 16.41 -0.08 20.2 34.9 IntlVal 18.44 0.23 10.4 1.9
Growth 32.26 -0.09 14.3 37.2 IntlGrIncA p 31.90 0.14 13.1 -1.5 Ariel Investments: NY Mun n 14.08 0.04 2.6 6.2 US Opps 39.29 0.17 8.8 27.3 Realty n 31.22 0.13 5.4 24.3 LgCpGrowZ n 39.14 -0.05 14.4 43.5 IntlVectorEq 12.30 0.15 13.4 10.8
IntTF 11.32 0.04 2.9 7.5 LtdTEBdA 15.73 0.04 2.0 4.1 ApprecInv pn 49.50 -0.27 5.2 22.2 TxMgdIntl n 17.01 0.21 14.9 7.2 BlackRock Funds R: ChamplainSmCo pn 20.19 -0.14 2.2 42.9 LgCpIdxZ n 45.91 -0.15 7.1 33.9 IntSmCo 19.82 0.25 14.8 18.4
MdCapVal 17.67 -0.03 2.8 39.2 N PerA p 40.65 0.17 15.1 27.1 Ariel Inv pn 67.26 -0.78 4.6 31.5 BerwynFd: Equity Div p 23.42 -0.13 3.7 27.7 ClearBridge: MdCpIdxZ n 15.87 -0.06 3.5 31.1 IntSmVa 21.45 0.24 12.8 17.0
OneChoice2020 12.18 0.02 4.8 14.3 NEcoA p 41.12 -0.09 14.4 26.6 Artisan Funds: BerwynIncm n 13.75 0.00 1.7 6.9 GlblAlloc 18.57 0.09 6.8 9.7 AggressGrowthA 198.69 NA NA NA MdCpValZ pn 15.16 0.01 3.6 20.2 IntTermMuni 10.24 0.04 2.6 6.4
OneChoice2025 14.39 0.02 5.3 15.5 NwWrldA 59.55 -0.30 15.7 6.2 GblOppInst 24.02 0.13 16.7 37.8 BlackRock Funds III: BMO Funds: AggressGrowthC 162.12 NA NA NA MidCapGthZ n 27.57 -0.04 10.0 30.2 IntVaIII 15.63 0.20 10.4 2.4
OneChoice2030 12.47 0.02 5.9 16.9 SmCpA p 51.67 0.04 12.4 26.5 GblOppInv n 23.83 0.13 16.6 36.9 BdIndxK 10.15 0.05 2.0 7.5 IntTxFY n 11.26 0.04 2.7 8.6 AggressGrowthI 218.01 NA NA NA SelComunInfo tn 76.91 -0.04 21.6 84.7 ITExQual 10.82 0.08 3.5 11.6
OneChoice2035 15.52 0.01 6.3 18.3 STBFA p 9.96 0.00 0.7 2.0 GblValInv n 16.79 0.02 10.1 19.1 S&P500StkK 283.12 -2.84 6.5 33.5 UltrShtTxFrI 10.07 0.00 0.6 2.2 AggressGrowthIS 220.21 NA NA NA SmCpIdxZ n 23.51 -0.29 -0.7 33.0 LgCo 18.57 -0.06 7.2 34.4
OneChoice2040 12.99 0.00 6.7 19.5 STTxExBdA 10.14 0.02 1.5 2.1 Intl Inv n 29.92 0.39 16.8 1.2 BlackRock Funds A: BNY Mellon Funds: AllCapValueA 14.83 NA NA NA SmCpValIIZ n 17.67 -0.20 -0.9 25.7 LgCpIntl 22.16 0.29 13.3 5.2
OneChoice2045 16.24 0.00 7.3 20.8 TECAA p 17.54 0.08 2.8 10.1 IntlInst 30.10 0.39 16.9 1.9 BasicVal 24.69 -0.17 -1.6 16.0 BondFd 12.75 0.06 2.3 7.1 AppreciationA 22.18 NA NA NA STBdZ n 9.98 0.00 0.7 2.9 SclCrEqInst 12.70 0.16 13.1 8.7
American Century R5: TxExA p 12.92 0.05 2.6 9.7 IntlVal Inst 37.13 0.19 14.1 15.8 CapAppr 25.33 -0.02 15.0 38.3 EmgMkts 9.96 -0.04 17.6 -0.3 AppreciationI 22.05 NA NA NA STMuZ pn 10.38 0.01 1.4 2.1 SelHdgGlFxd 9.60 0.03 1.9 -2.2
InfAdjBd 11.74 0.07 1.8 3.3 WshA p 42.97 -0.04 5.4 28.9 IntlVal Inv n 36.98 0.19 14.1 15.0 EqtyDivd p 23.28 -0.12 3.8 29.0 IncomeStk 9.08 -0.06 2.4 29.9 AppreciationIS 22.11 NA NA NA StratIncZ n 5.95 0.01 3.3 11.6 STExQual 10.86 0.02 1.5 5.1
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 days
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. Full mutual-fund listings,including dividend and capital-gains data, now appear free
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last online at www.barrons.com/listings. All data supplied by Lipper.
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.
STGov 10.65 0.01 0.8 3.2 FloatRtHiInc 8.89 0.00 2.3 12.1 Fidelity Advisor I: Canad nr 49.38 0.53 1.0 -3.3 SmlCapO 13.97 -0.12 -0.2 21.7 CA HY Adv t 10.83 0.07 4.0 17.4 Growth A p 25.70 0.05 9.1 5.4 Harding Loevner:
STMuniBd 10.22 0.02 1.4 2.8 FltgRt 9.02 0.00 2.2 11.5 AdvMdCpII I 20.19 -0.09 5.8 24.0 CapAp n 34.45 -0.05 8.7 28.7 SmlCpGrth nr 22.46 -0.08 9.1 42.6 CA IntAdv 12.08 0.05 2.8 9.1 World A p 16.87 -0.12 6.2 6.2 EmgMktsAdv 51.55 NA NA NA
TAUSCoreEq2 16.19 -0.11 3.9 27.3 GblMacAbR 9.12 -0.02 2.0 11.5 BiotechI 23.44 -0.19 11.5 29.0 CapApprK 34.52 -0.04 8.8 29.2 SmlCpVal nr 18.62 -0.11 -1.0 28.1 CA TF Adv t 7.43 0.04 3.4 13.6 FrankTemp/Temp Adv: IntlEq 20.67 NA NA NA
TAWldexUSCr 10.61 0.08 14.3 8.5 IncBos 5.82 0.01 3.8 14.3 ConsvIncmMuni I 10.04 0.01 0.7 1.7 CapDevO n 15.66 -0.10 4.7 27.8 Srs1000ValIdxClF 11.93 -0.03 2.4 26.3 CvtScAdv 19.30 0.02 8.9 21.4 Frng Adv 7.72 0.07 12.2 2.0 Hartford Funds A:
TM IntVa 15.17 0.19 10.4 1.4 LgCpVal 18.37 -0.07 1.9 19.4 DivIntl 22.24 0.22 16.0 14.1 ChinaReg n 29.17 0.37 22.7 24.1 Srs1000ValIndRet 11.93 -0.03 2.5 26.1 Fed TF Adv 12.05 0.05 1.9 9.9 GlBondAdv p 12.04 -0.42 1.9 3.7 BalanA 22.43 0.01 5.9 19.1
TM US Sm 40.32 -0.51 -1.2 27.6 NatlMuniInc 9.87 0.04 2.7 14.3 EmMktIncI r 14.09 -0.06 6.5 18.5 CnvSc n 27.59 -0.05 4.0 6.0 SrsAllSecEqF 12.64 0.04 9.2 33.3 FedIntAdv 12.26 0.05 2.7 7.2 TGlTotRAdv 12.19 -0.44 2.2 4.6 BalIncA 14.24 0.04 3.6 18.3
TM USTgtVal 34.75 -0.33 -1.9 23.7 ParEmMktsFdInst 14.37 -0.04 12.9 -3.1 EqGrI 116.32 0.04 18.1 39.0 Contra n 112.42 -0.25 14.9 39.8 SrsBlChGroClassF 13.47 -0.06 18.2 47.0 FlRtDAAdv t 8.87 -0.02 1.1 10.6 FrankTemp/Temp B&C: CapAppA p 39.17 -0.08 10.1 24.1
TMMktwdVa 28.32 -0.26 2.6 26.3 Eaton Vance Funds: FAIntDiscI r 42.67 0.50 17.3 11.8 ContraK 112.38 -0.24 15.0 40.2 SrsBlChGroRetail 13.46 -0.07 18.1 46.3 Growth Adv t 84.97 -0.05 10.8 37.1 GlBond C p 12.12 -0.42 1.7 1.7 Chks&Bal p 9.94 -0.01 5.7 19.6
TMMttVa2 26.46 -0.24 2.7 26.9 ParTxMgdEmgMktIn 47.32 -0.15 13.0 -2.6 FAInvGrdI 7.92 0.04 2.3 8.0 CorpBd n 11.53 0.07 3.5 11.3 SrsCommStratF 5.31 0.08 -3.1 -38.0 HY TF Adv 10.32 0.04 2.6 12.3 Growth C p 25.02 0.03 8.7 3.0 DiscpEqA p 26.44 -0.14 7.9 35.5
TMUSEq 25.86 -0.10 6.8 32.8 TMG1.0 n 1009.03 -3.58 7.0 32.2 FF2030 14.33 0.01 8.7 21.0 CpInc nr 10.11 0.00 5.7 17.8 SrsCommStrt 5.24 0.07 -3.3 -38.4 IncomeAdv 2.33 0.00 4.0 9.6 DivGth A p 25.45 -0.09 4.4 27.5
US CoreEq1
US CoreEq2
20.25
19.27
-0.11
-0.13
5.5
3.9
29.6
26.5
Edgewood Growth Instituti:
EdgewoodGrInst 26.18 -0.11 17.9 54.1
FF2040
FltRatel
14.81
9.65
0.00
0.00
9.5
1.6
22.4
9.1
DisEq n
DivGrowK
35.53
34.18
-0.13
-0.20
7.0
6.2
24.8
25.5
SrsEmrgMkt
SrsEmrgMktF 18.84
18.79 -0.07
-0.08
19.7
19.7
8.6
9.1
RisDv Adv r 55.67
SmCpGrAdv p 20.53
0.06
-0.12
6.3
4.0
27.3
15.4
G EqInc t
FltRateA t
19.27
8.73
-0.01
-0.01
4.8
2.1
26.5
9.2
US Micro 20.37 -0.34 -2.4 27.3 GrOppI 64.39 -0.18 16.9 40.0 DivGth n 34.21 -0.19 6.2 25.1 SrsGlobal 12.13 0.10 13.9 4.5 SmCpValAdv t 56.33 -0.30 -1.6 19.7 Gabelli Funds: GlbCapAppr 17.55 0.04 10.7 14.9
US Small
US SmCpVal
33.49
35.94
-0.43
-0.42
-0.8
-3.8
27.8
19.6
F HiIncAdvI
HthCarI r
10.46
42.20
0.02
-0.23
6.0
13.5
17.8
34.1
DivIntl n
DivIntlK r
38.63
38.56
0.37
0.36
16.0
16.0
11.8
12.2
SrsGroCoClassF 15.52
SrsGroCoRetail 15.51
-0.04
-0.04
16.2
16.1
52.4
51.7
SmMCpGrAv t 37.35
StrInc Adv p 9.88
0.12
0.00
9.4
3.1
23.2
5.5
ABC pn
ABCAdv
10.24
10.14
-0.01
-0.01
0.7
0.6
6.8
6.0
GrOppty t
Hlthcare
40.98
33.39
0.07
0.13
14.4
15.0
42.4
42.9
US TgdVal 23.24 -0.23 -3.0 19.9 Fairholme: IntlGr 12.54 0.11 18.1 15.8 DivStkO n 24.41 -0.13 5.2 26.0 SrsIntlGrw 15.07 0.14 17.7 15.5 TtlRtnAdv 9.84 0.04 2.3 6.4 Asset pn 57.05 0.08 7.0 16.4 MidCap A p 27.28 0.12 7.5 29.9
USLCpGr 16.74 -0.05 8.0 32.8 Fairholme n 19.65 -1.04 -9.4 -6.1 LeveCoSt I 53.00 -0.16 7.0 14.8 Emerg Asia nr 37.73 0.14 21.5 22.5 SrsIntlSmCp 16.59 0.22 16.6 20.1 USGovAdv p 6.21 0.01 0.9 4.8 EqInc pn 25.04 0.06 4.8 15.4 TotRBdA p 10.40 0.05 2.7 7.0
USLgVa 36.04 -0.28 3.2 26.9 FAM Value: LmtdTrmBdFd 11.53 0.01 1.3 4.7 EmgMktDbtF 10.34 -0.04 6.0 19.4 SrsIntlVal 10.25 0.11 11.9 2.5 Utils Adv 18.96 0.08 7.4 33.9 SmCapG n 53.31 -0.29 3.7 22.1 Hartford Funds C:
USLgVaIII 25.32 -0.20 3.2 27.4 FAMValue n 68.40 0.00 3.9 31.5 MuniIncI r 10.38 0.04 2.6 7.0 EmrgMktK r 27.13 -0.10 21.6 11.0 SrsInvGrdF 11.27 0.05 2.5 9.2 FrankTemp/Franklin A: SmCpGrwI 54.39 -0.29 3.8 23.0 Bal IncC 14.04 0.04 3.3 15.6
USSoCoreEq2 14.35 -0.10 3.7 24.5 Federated A: MunIncI 13.05 0.08 3.3 10.4 EmrgMktsDebt 10.34 -0.04 6.0 19.0 SrsSmCapDiscClF 11.39 -0.08 -1.5 21.7 AdjUS p 8.32 0.00 0.0 -0.2 TETONWstMMFdI 26.61 -0.32 1.0 21.7 CapAppC 31.57 -0.07 9.8 21.5
USSustCoreI 18.82 -0.10 5.9 29.3 CapIncA 7.85 0.01 3.3 2.3 NwInsghtI 29.95 -0.06 12.2 33.1 EmrMkt nr 27.12 -0.10 21.6 10.4 SrsSmCapDiscRet 11.38 -0.08 -1.6 21.1 AZ TF A p 10.79 0.04 1.8 8.8 Util A p 9.51 0.01 4.2 16.9 FltRateC t 8.72 -0.01 1.9 6.8
USVectorEq 17.66 -0.16 0.9 23.2 EqIncA p 23.64 -0.06 3.2 12.7 REIncmInst 12.17 0.06 3.9 21.6 Eq Inc n 58.32 -0.26 3.0 22.8 SrsSmCpOppF 14.06 -0.12 -0.1 22.3 BAL A t 11.99 -0.02 2.7 15.2 Util C t 6.87 0.01 3.9 14.4 MidCapC t 20.44 0.09 7.2 27.0
WexUSGov 10.13 0.04 1.6 15.8 FedMunULA p 10.00 0.01 0.4 0.3 SmallCapI 28.79 -0.23 2.9 20.2 EqDivIncm n 27.40 -0.04 2.7 26.1 STBF n 8.63 0.01 0.9 3.1 BalInv p 37.74 -0.22 0.0 11.4 Gartmore Funds: Hartford Funds I:
Dodge & Cox: HiIncBdA 7.64 0.01 4.0 13.4 StkSelMC 37.44 0.11 7.4 23.7 EqIncK 58.29 -0.26 3.0 23.2 StkSelLCVl n 19.08 -0.07 2.3 23.8 BioDis A p 141.57 -0.40 9.2 30.5 NationwideInstSv 24.09 -0.06 7.3 30.4 BalIncI 14.24 0.03 3.7 19.1
Balanced n 105.38 -0.37 4.1 24.8 KaufmannA p 5.51 0.05 12.2 38.3 StrInI 12.40 0.06 4.2 10.6 Europ nr 39.51 0.37 17.5 4.4 StkSelSmCp n 26.11 -0.22 -0.3 23.4 CA TF A p 7.45 0.05 3.3 13.4 Gateway: CapAppI 39.29 -0.08 10.2 25.3
GblStock n 13.13 -0.06 10.2 20.2 KaufmnLCA p 21.69 0.11 12.3 34.4 Total Bd 10.67 0.04 2.6 9.8 Export n 22.17 -0.15 6.3 28.0 StkSlcACap n 40.21 -0.07 10.5 31.4 CAHY A p 10.81 0.07 3.9 17.1 GatewayA 31.93 -0.03 3.8 13.5 DivGthI 25.33 -0.09 4.4 28.3
Income n 13.81 0.05 2.4 9.2 MunStkAdvA p 12.88 0.02 3.2 9.5 Fidelity Advisor M: Fidel n 44.27 -0.19 7.6 30.1 StratDivInc n 15.15 0.02 4.3 24.2 CAInt A p 12.05 0.05 2.8 8.7 GE Elfun/S&S: EmrgMktEqInv r 14.18 -0.07 19.1 8.0
Intl Stk n 43.74 -0.10 14.8 4.4 StrValDivA p 6.30 0.07 7.8 25.2 Balanced p 20.70 0.04 7.2 22.6 FltRateHi nr 9.66 0.00 1.6 9.4 StratInc n 10.97 0.05 4.2 10.7 CO TF A p 11.61 0.03 1.5 9.1 RSPIncm n 11.56 0.04 2.5 8.9 EqIncI 19.18 -0.01 4.8 27.5
Stock n 189.57 -1.40 4.8 31.2 Federated C: EqGr p 105.56 0.02 17.9 36.9 FocsdStk n 20.23 -0.09 10.2 20.6 StrDivIncI 15.11 0.01 4.2 24.2 CvtSc A p 19.29 0.01 8.7 20.6 RSPUSEq n 53.50 -0.38 8.6 29.3 FltRateI 8.74 -0.01 2.2 10.1
Domini Funds: CapIncC t 7.85 0.01 3.0 0.1 EqIn p 33.35 -0.18 2.3 20.0 FournOne n 40.97 0.07 7.8 21.8 TaxFrB nr 11.46 0.07 3.2 11.0 DynaTech A p 57.77 0.29 20.9 51.2 Tax Ex n 11.60 0.04 2.6 9.9 GrowOppI t 42.54 0.07 14.5 43.4
US Equity Inv pn 45.03 -0.45 4.8 18.4 StraValDivC p 6.31 0.07 7.6 22.6 GrOppM p 60.07 -0.17 16.7 37.9 GNMA n 11.48 0.03 1.2 6.9 TotalBond n 10.68 0.04 2.5 9.9 EqIn A p 23.50 -0.07 3.9 22.5 Trusts n 58.45 -0.32 9.8 34.8 InterValue 16.61 0.12 12.0 18.8
DoubleLine Funds: Federated Instl: NwInsghtM p 28.52 -0.06 11.9 31.1 GovtInc n 10.28 0.05 1.8 5.8 Trend n 93.34 -0.59 12.6 39.3 Fed TF A p 12.04 0.05 1.9 9.2 Glenmede Funds: MidCap 27.93 0.12 7.6 30.8
CoreFxdIncmI 10.98 NA NA NA FedMuniUl A 10.00 0.00 0.6 1.7 SmllCapM p 24.87 -0.20 2.7 18.3 GroCo n 158.56 -0.44 15.9 51.3 Utility n 25.69 0.20 4.6 21.2 FedInt p 12.23 0.05 2.6 6.8 SmCpEqAdv 29.20 -0.45 1.3 23.1 WorldBond 10.38 0.01 1.2 3.7
CorFxdIncN n 10.97 NA NA NA GloFinI 34.13 0.13 16.3 5.0 StkSelMC 36.06 0.10 7.2 22.0 GroInc n 34.15 -0.21 4.0 27.6 Value n 115.57 -0.01 5.3 23.0 FedL T TF 10.38 0.01 0.8 1.4 GMO Trust Class III: Hartford Funds Y:
EmgMktIncmI 10.65 NA NA NA HiYldSvc 6.87 0.00 4.0 14.6 StrInM p 12.22 0.05 4.1 9.7 GrowCoK 158.45 -0.44 16.0 51.8 ValueDisc n 26.80 -0.18 3.7 24.4 FL TF A p 10.83 0.02 1.5 8.8 EmgCntryDt r 29.85 NA NA NA DivGthY 26.00 -0.10 4.5 28.9
LowDurBdI 10.07 NA NA NA InsHiYld r 10.07 0.01 4.3 16.2 Fidelity Adv Focus A: GrowIncK 34.12 -0.22 4.0 28.1 ValueK 115.71 0.00 5.3 23.4 FlRtDA A p 8.87 -0.01 1.0 9.8 GMO Trust Class III: IntOppY 17.11 0.18 14.3 13.3
LowDurBdN n 10.07 NA NA NA InstlStrVIS 3.81 0.06 12.5 -6.7 HthCarA r 38.96 -0.22 13.4 33.0 GrStrt nr 37.04 -0.11 9.0 30.1 Wrldw n 24.61 0.07 12.8 17.8 FoundFAlA p 14.13 NA NA NA IntlEq 22.15 0.32 12.7 -4.1 MidCapY 32.19 0.14 7.7 31.4
TotRetBdI 10.73 NA NA NA KaufmnLCIS 22.14 0.11 12.4 35.4 TechA t 49.37 0.03 27.2 70.6 GwthDiscovery n 30.01 0.01 18.1 39.4 Fidelity SAI: FSmCoSer r 23.23 0.07 16.6 12.5 Quality 23.26 0.04 13.5 37.3 Hartford HLS Fds IA:
KaufmnR r 5.52 0.05 12.2 38.4 Fidelity Adv Focus C: HighInc nr 8.98 0.02 5.1 13.4 FidSAIEmgMktIndx 13.04 -0.04 17.0 NS GoldPrM A p 17.10 0.36 8.5 1.6 USTreas 24.99 0.00 0.2 0.9
TotRetBdN n 10.72 NA NA NA Balanced 28.98 0.02 5.5 19.9
MdCpISvc n 25.85 -0.10 3.5 30.0 HthCarC p 31.53 -0.18 13.0 30.1 Indepndnc n 36.88 -0.02 10.2 16.8 FidSAIIntlIndxFd 11.57 0.15 14.1 NS GrOp B p 35.22 0.05 15.0 31.5 GMO Trust Class IV:
Dreyfus: CapApp 45.94 0.02 9.3 23.6
ShIntDurMuInst 10.27 0.01 1.5 2.9 Fidelity Freedom: InProBnd n 12.02 0.07 1.5 2.6 Fidelity Selects: Growth A p 84.78 -0.05 10.7 36.1 CorePlusBd 21.49 NA NA NA
Aprec pn 34.58 0.00 10.8 21.0 DiscEqui 15.45 -0.08 8.0 37.1
StraValDivIS 6.33 0.07 8.1 26.3 FAFree2020I p 13.47 0.02 7.1 17.6 IntBd n 10.90 0.03 1.9 6.3 Banking nr 31.17 -0.45 -3.2 35.2 HiInc A 1.90 0.00 4.4 6.4 EmergMkt 31.62 -0.03 17.1 4.8
CA AMTMuBdZ nr 15.15 0.07 3.6 10.8 Div&Grwth 23.09 -0.08 4.5 29.2
TtlRtnBdI 10.92 0.04 2.5 9.2 FAFree2025I 13.36 0.01 7.6 18.7 IntGov n 10.53 0.03 1.3 3.9 Biotech nr 196.42 -1.68 12.9 32.5 HY TF A p 10.27 0.03 2.5 11.9 EmgCntrDt 29.81 NA NA NA
Discp n 35.85 -0.36 5.4 32.4 GrwthOpp 34.11 0.07 14.3 45.1
UltraShortI 9.12 0.00 0.8 3.2 IncomeA p 2.35 0.00 3.9 9.1 ForSmCos 15.51 0.06 12.0 6.1
Dr500In tn 52.09 -0.17 7.0 32.6 FAFree2035I 13.85 0.00 9.5 22.4 IntlDisc n 42.77 0.50 17.2 11.8 Chem nr 156.93 -0.62 10.8 25.3 Stock 71.84 0.03 6.4 28.0
Fidelity: IntSmCoGr r 19.73 0.13 20.2 12.7
Dreyf n 10.85 -0.05 6.8 28.6 FAFree2045A 11.40 0.00 9.4 21.6 IntlGrRet n 12.56 0.11 18.0 15.7 ConDis nr 38.28 -0.38 8.3 32.1 IntlEq 22.12 0.33 12.7 -3.9 IntlOpp 16.21 0.18 14.6 14.2
500IdxInst 83.51 -0.27 7.2 34.5 LwDuToRt A 9.87 0.00 1.1 3.4
DreyMid Inv nr 36.23 -0.14 3.4 30.2 FF2005 n 12.26 0.02 5.0 13.5 IntlScOpps nr 17.12 0.24 17.7 24.0 ConStap nr 98.75 0.04 11.6 28.7 Quality 23.29 0.04 13.5 39.4 MidCap 36.44 0.15 7.7 31.4
500IdxInstPrem 83.51 -0.27 7.2 34.6 MIInsTF A p 11.46 0.04 1.1 6.9
DynTotRetY 16.43 0.02 3.9 11.7 FF2010 n 15.62 0.02 5.8 15.4 IntlSmCap nr 26.85 0.18 15.2 27.9 DfAero nr 139.05 0.07 8.4 38.3 GMO Trust Class VI: SmallCo 17.64 -0.04 9.2 14.4
500IdxInv n 83.49 -0.27 7.2 34.3 MNInsTF A p 12.36 0.05 2.3 7.6
FloRtIncY 12.12 0.01 1.4 8.8 FF2015 n 12.89 0.02 6.6 17.2 IntMu n 10.37 0.04 2.6 7.4 Energy nr 41.90 0.36 -10.2 -22.6 AssetAllBd 22.31 NA NA NA SmCpGrwth 28.41 -0.24 6.1 31.2
500IdxPrem n 83.51 -0.26 7.2 34.5 MO TF A p 11.72 0.03 1.4 8.2
GblRealRtY 14.55 0.06 4.6 9.0 FF2015A 12.43 0.02 6.5 15.5 InvGB n 7.91 0.03 2.3 8.1 EngSvc nr 48.79 1.24 -12.6 -38.0 EmgMkts r 31.62 -0.03 17.1 5.0 TotRetBd 11.41 0.06 2.9 8.9
NC TF A p 11.61 0.02 1.0 6.4
GblRESecY 8.75 0.07 3.6 14.6 EmgMktIdxPrem n 9.89 -0.03 16.9 5.3 FF2020 n 15.81 0.03 7.2 18.5 InvGrBd 11.27 0.05 2.5 8.9 FinSvc nr 96.58 -0.71 -0.7 26.8 Quality 23.26 0.04 13.5 39.6 Hartford HLS Fds IB:
NJ TF A p 11.36 0.02 0.9 6.8
GlbStkI 19.78 0.08 11.7 20.8 ExtMktIdxInstPre 57.16 -0.28 4.2 26.2 FF2020A p 13.37 0.02 7.0 16.7 JpnSmCo nr 16.51 0.27 12.7 41.3 Gold nr 20.71 0.18 8.3 4.2 USCoreEq 14.90 -0.11 3.1 25.7 CapApprec p 45.29 0.01 9.1 22.7
NY TF A p 11.14 0.03 1.1 6.3
GlFxIncI 21.44 0.07 2.8 9.2 ExtMktIdxInv n 57.18 -0.27 4.2 26.0 FF2025 n 13.62 0.02 7.6 19.7 LargeCap n 30.70 -0.19 4.6 27.2 Health nr 209.94 -1.21 13.6 34.1 Goldman Sachs A: Heartland Funds:
OHInsTF A p 12.67 0.05 2.3 10.5
GrInc n 20.71 -0.14 5.7 29.2 ExtMktIdxPrem nr 57.18 -0.27 4.2 26.1 FF2025A p 13.25 0.01 7.5 17.8 LatinAm nr 21.59 -2.08 13.3 -23.9 Ind n 33.25 0.06 4.8 24.0 CapGr 27.38 -0.06 15.7 35.9 Val Inv n 39.37 -0.57 -2.6 1.3
OR TF A p 11.63 0.05 2.0 9.1
HYldI 6.33 0.01 4.0 10.6 GblexUSIdxInst 12.39 0.11 13.9 4.5 FF2030 n 16.89 0.01 8.8 22.3 LCapGrEIdx n 16.74 -0.13 8.6 35.3 Insur nr 79.28 0.02 2.8 39.5 MidCapVal p 37.58 0.00 2.1 14.1 HendersonGlobalFunds:
PA TF A p 10.06 0.03 1.4 8.9
Interm n 13.72 0.07 3.1 8.2 GlexUSIdxInstPre 12.40 0.11 14.0 4.6 FF2035 n 14.06 0.00 9.5 23.8 LevCoSt n 35.96 -0.20 8.0 12.9 ITSvs n 46.19 0.00 11.1 49.7 SmCap 55.77 -0.56 -0.6 25.3 EqIncA 7.73 0.09 10.0 9.3
RisDv A p 55.71 0.06 6.1 26.3
InstS&PStkIdx I n 48.18 -0.15 7.2 33.8 GlbexUSIdxPrem n 12.39 0.11 13.9 4.5 FF2035A t 13.76 0.00 9.5 21.5 LgCpVHIdx n 12.14 -0.05 2.2 25.9 Mat nr 80.96 -0.14 7.7 6.6 Goldman Sachs Inst: EqIncC 7.68 0.09 9.8 6.9
SmCpGr A p 19.26 -0.11 3.9 14.5
IntlBdI 15.90 0.32 7.9 2.4 InflProBdIdxPrem n 9.83 0.06 1.7 3.8 FF2040 n 9.86 0.00 9.5 23.9 LmtTrmMuniIncm n 10.58 0.02 2.0 3.3 MdEqSys n 43.04 0.00 17.5 64.8 CoreFix 10.53 0.05 2.0 7.8 IntlOppsA p 28.22 0.23 12.4 11.3
SmCpVal A p 54.03 -0.29 -1.7 18.7
IntlSmCpY 14.99 0.16 16.7 NS IntlIdxInst 40.35 0.52 14.3 6.4 FF2040A p 14.72 0.00 9.4 21.5 LowP nr 52.47 -0.07 6.0 22.8 HlthCareSrvPt r nr 86.62 -0.71 10.4 45.5 GlbInc 12.28 0.04 1.5 9.2 Hennessy Funds:
SmMCpGrA p 34.56 0.11 9.3 22.2
IntlStkI 17.23 0.27 15.9 14.4 IntlIdxInstPrem 40.34 0.51 14.3 6.4 FF2045 n 11.15 0.00 9.5 23.9 LowPriStkK r 52.44 -0.07 6.1 23.2 Multimedia nr 78.89 -0.83 7.2 28.1 Gr 27.76 -0.12 11.1 40.5 CorMidCap30Inst 20.51 -0.35 2.8 18.4
StrInc A p 9.87 0.00 3.0 4.8
MunBd nr 11.73 0.06 3.3 10.1 IntlIdxInv n 40.34 0.52 14.3 6.0 FF2050 n 11.21 0.00 9.6 23.8 LtdTmBdFd n 11.53 0.01 1.3 4.9 NatRec nr 28.04 0.21 -8.2 -24.7 GrOpps 26.34 0.12 13.0 21.8 FocInst 80.19 0.44 5.8 34.6
TgtCon A p 14.35 NA NA NA
NewtonIntlEqY 20.33 0.28 15.4 7.1 IntlIdxPrem nr 40.34 0.51 14.3 6.3 Free2055 n 12.62 0.00 9.6 23.8 MagellanK 94.04 -0.25 9.2 34.7 Pharm n 18.51 -0.10 8.8 12.1 TtlRtn A p 9.79 0.04 2.2 5.6 HiYield 6.62 0.01 4.0 10.6 FocInv 78.31 0.42 5.7 33.2
NY Tax nr 14.85 0.08 3.2 10.1 IntTrBdIdxPrem n 10.82 0.07 2.5 8.0 Free2055K 12.90 0.00 9.5 24.2 MagIn n 94.16 -0.27 9.1 34.3 Retail nr 120.94 -1.17 10.2 61.5 US Gov A p 6.19 0.01 0.9 4.4 HYMuni 9.45 NA NA NA GasUtilIndInv 29.86 0.07 6.0 18.1
OppMidcpVl A 33.33 -0.43 1.7 15.8 LTTrBdIdxPrem n 13.00 0.23 4.5 17.2 FreedomK2010 13.07 0.02 5.8 15.7 MAMun n 12.14 0.06 2.6 10.0 Semiconductors r nr 103.23 1.02 11.9 87.9 Utils A p 18.82 0.08 7.3 33.3 Int 12.17 NA NA NA Hodges Fund:
OppSC Investor n 34.01 -0.90 2.2 21.9 MidCpIdxPrem n 19.22 0.01 5.8 28.7 FreedomK2015 13.75 0.02 6.6 17.5 Manager40 n 11.36 0.04 5.5 14.3 Softwr nr 147.49 -0.38 17.5 61.0 FrankTemp/Franklin C: MidCapVa 37.94 0.00 2.3 15.5 Hodges Small Cap n 19.06 -0.14 -7.4 2.3
SelMgrSmCpGroY 24.79 -0.24 7.5 22.8 MidCpInxInstl 19.22 0.00 5.8 28.7 FreedomK2020 14.70 0.02 7.1 18.8 Manager60 n 11.94 0.03 7.5 17.6 Tech nr 160.45 0.00 27.4 71.9 Bal C t 11.88 -0.02 2.4 12.6 Muni 15.56 NA NA NA Homestead Funds:
SelMgrSmCpVaY 23.66 -0.26 0.0 18.6 RealEstIdxPrem n 15.32 0.20 -0.8 24.9 FreedomK2025 15.47 0.02 7.6 20.0 McpVl n 25.68 0.02 3.6 25.0 Telecom nr 66.97 -0.13 -1.8 24.9 CA TF C t 7.43 0.04 3.1 11.4 ShDuGov 9.94 0.01 0.5 2.1 SmCoStk n 41.30 -0.50 0.4 23.6
SmCpStk Inv nr 29.78 -0.38 -1.1 32.0 SAIUSLgCpIndxFd 12.78 -0.04 7.2 NS FreedomK2030 15.91 0.01 8.8 22.6 MegaCpStk n 18.21 -0.13 4.7 27.8 Trans nr 89.01 -1.36 -0.3 25.2 Fed TF C t 12.03 0.04 1.7 7.7 ShDuTF 10.53 NA NA NA Value n 49.93 -0.27 4.7 27.2
StratValA r 39.08 -0.31 0.9 27.6 SmCpIdxInst 18.60 -0.20 1.3 28.9 FreedomK2035 16.65 0.01 9.6 24.2 MidCap n 36.72 0.03 6.1 24.0 UtilGr nr 77.84 0.50 9.2 21.4 FlRtDA C t 8.87 -0.01 0.8 8.5 SmCapVa 59.79 -0.60 -0.4 26.8 Hotchkis and Wiley:
StrgVal I 39.17 -0.32 1.0 28.5 STTrBdIdxPrem n 10.42 0.01 0.8 2.9 FreedomK2040 16.67 0.00 9.6 24.2 MidCapEnIdx nr 14.58 -0.10 4.0 26.8 Fidelity Series: FoundFAlC p 13.88 NA NA NA Guggenheim Funds Tru: HiYldI 12.32 0.02 5.0 13.3
Dreyfus Premier: TMktIdxF r 68.54 -0.23 6.7 32.9 FreedomK2045 17.20 0.01 9.6 24.2 MidCapStkK r 36.74 0.03 6.1 24.4 FASeriesEqGroFd 13.35 0.00 18.4 NS Growth C t 78.19 -0.06 10.4 33.1 FloRaStraFdA 26.07 0.02 1.3 10.7 MidCpVal 37.31 0.07 0.0 13.0
IntlStkY 17.03 0.26 15.8 14.3 TMktIdxInv n 68.53 -0.24 6.6 32.6 FreedomK2050 17.34 0.00 9.6 24.2 MIMun n 12.16 0.06 2.9 10.5 STCrFd 10.00 0.01 0.9 NS HiInc C 1.93 0.01 4.7 5.3 FloRaStraFdInst 26.09 0.02 1.4 11.5 SmCpVal 58.09 -0.65 -1.5 18.4
Driehaus Funds: TMktIdxInst 68.52 -0.24 6.7 32.8 FreedomKIncm 11.94 0.03 4.1 11.0 MtgSec n 11.28 0.04 1.5 7.9 STCrFdClF 10.00 0.01 1.0 NS HY TF C t 10.46 0.03 2.3 10.1 MacOppFdClA 26.55 -0.02 2.2 12.8
DriehausAcInc n 9.98
EmMktsGr n 32.83
-0.06 -0.5 2.5
-0.03 17.3 3.4
TMktIdxInstPrem
TMktIdxPrem n
68.52
68.53
-0.24
-0.24
6.7
6.7
32.9
32.8
FundK 44.27
Idx2020InsPre 14.90
-0.18
0.03
7.6
5.7
30.6
NS
MuniInc n
NASDAQ nr
13.10
80.14
0.08
-0.45
3.3
13.5
10.8
52.3
First Eagle Funds:
AmericaI 35.85 -0.43 9.4 11.0
Income C t 2.38 0.00 4.1 7.4 MacOppFdClInstl 26.59
TotRtnBdFdClInst 26.90
-0.02
0.10
2.4
3.2
14.0
14.4
I
NY TF C t 11.13 0.03 1.0 4.5
Dupree Mutual Fds: USBdIdxF 11.62 0.05 2.1 7.9 Idx2025InsPre 15.74 0.03 6.2 NS NewInsights Z 29.98 -0.07 12.2 33.6 GlbA 57.69 0.24 6.3 16.6 RisDv C t 54.71 0.05 5.9 23.5 TotRtnBondFdClA 26.87 0.10 3.1 13.2 ICM Small Company:
KYTF n 7.77 0.03 2.4 7.8 USBdIdxPrem n 11.62 0.05 2.1 7.8 Idx2030InsPre 16.35 0.02 7.2 NS NewMkt nr 16.28 -0.07 6.5 18.8 OverseasA 24.44 0.16 9.2 12.4 StrInc C p 9.86 0.00 2.8 3.4 GuideStone Funds: ICMSmCo 31.18 -0.28 -1.0 32.0
USBdIdxInstPrem 11.62 0.05 2.1 7.9 Idx2035InsPre 17.13 0.02 8.0 NS NewMill n 38.14 -0.11 5.8 23.7 US Val A t 20.07 0.07 3.3 18.2 US Gov C t 6.15 0.02 0.7 3.0 AggrAllGS4 11.49 NA NA NA IFP US Equity Fund:
E USBdIdxInst
Fidelity Advisor:
11.62 0.05 2.1 7.8 Idx2040InsPre 17.22
Idx2045InsPre 17.36
0.01
0.02
7.9
8.0
NS
NS
NYMun n
OHMun n
13.24
12.14
0.07
0.07
3.0
3.2
10.7
11.8
US Val I r
First Investors A:
20.37 0.07 3.4 19.1 Utils C t 18.72 0.08 7.1 31.3 BalAllGS4
GrAllGS4
11.62
11.75
NA
NA
NA
NA
NA
NA
IFP US EquityFd 17.23
Invesco Funds A:
NA NA NA
FrankTemp/Franklin R:
Eagle Fds Svcs Inc: TotBdFdClZ 10.67 0.04 2.7 NS Idx2050InsPre 17.43 0.01 8.0 NS OTC n 100.23 -0.19 20.3 61.2 EqIncmA 10.25 -0.05 3.6 22.2 FrkGrthR6 84.92 -0.04 10.8 37.8 GrEqGS2 24.04 NA NA NA 500InxA p 25.84 -0.09 7.0 32.3
SmCpGrA p 57.70 -0.37 10.0 35.5 Fidelity Advisor A: Income n 11.63 0.03 4.1 10.9 OTC K 101.44 -0.19 20.3 61.8 GroInA p 22.19 -0.21 4.7 17.4 FrkIncR6 2.33 0.00 4.0 9.9 IntEqGS2 15.21 NA NA NA AmValA 38.14 -0.29 0.3 13.9
Eaton Vance Class A: AdvMdCpIIA p 19.61 -0.09 5.7 22.9 Fidelity Invest: OverseasK r 46.59 0.55 18.1 20.6 IncomeA p 2.51 0.00 3.5 8.9 FrkSmCpGrR6 20.71 -0.11 4.1 16.2 LowDurGS2 13.42 NA NA NA BalancedRiskAllA 10.93 0.10 3.9 11.2
AtlCpSMID p 26.93 0.00 5.9 38.7 AdvStrDivInA p 15.06 0.02 4.2 23.2 100Index 15.55 -0.07 7.0 34.7 Ovrse n 46.68 0.55 18.1 20.2 OppA p 39.08 -0.49 5.1 19.5 MutShrR6 29.31 -0.23 3.9 19.8 MedDurGS2 14.72 NA NA NA Chart 18.09 0.00 6.1 13.5
DivBldrA 13.99 -0.05 4.4 27.2 BalancA t 20.48 0.04 7.3 23.4 100IndexClF 15.55 -0.07 7.0 34.9 PcBas nr 30.69 0.17 16.0 27.3 TotRtA p 19.33 -0.08 3.4 12.0 TempGlbBndR6 12.04 -0.42 2.0 4.2 ValEqGS2 21.46 NA NA NA CmstA 23.92 -0.15 1.5 19.9
FloatRt 9.32 0.00 2.0 10.6 BioTech 22.22 -0.19 11.3 28.0 AdvSrsGroOpport 12.09 -0.04 16.5 38.6 PuritanK 22.00 -0.02 7.4 24.7 TxExIncmA 9.52 0.02 1.7 7.4 TmpGlbTotRtnR6 12.19 -0.43 2.2 5.0 CpBdA 7.39 0.04 4.2 12.8
FltgRtAdvg p 10.90
Inc Bos 5.81
0.00
0.01
2.2
3.5
12.6
13.3
EqGrA t
EqInA
107.24
32.71
0.03
-0.17
18.0
2.4
37.8
20.9
AggrInt n
AilSectEq
19.04
12.66
0.17
0.04
19.1
9.0
22.4
32.8
Puritn n
RealE n
22.01
41.77
-0.03
0.63
7.3
0.3
24.3
28.5
FMI Funds:
ComStkInvst n 26.95 -0.02 3.1 20.9
TmpGrthR6
TmpFrgnR6
25.69
7.71
0.04
0.06
9.2
12.2
6.5
2.6
H DevMkt
DivIncm p
33.27
23.99
-0.51
0.07
14.4
3.2
1.6
33.8
LgCpVal 18.30 -0.07 1.8 18.6 FF2030A p 14.24 0.00 8.6 20.1 AMgr20% n 13.39 0.04 3.4 9.7 RealEstInc nr 12.20 0.06 3.8 21.4 IntlInvst n 32.63 -0.14 9.2 26.1 FrankTemp/Mutual A&B: Hancock Horizon: DivrsDiv p 19.78 0.05 2.9 28.4
NatlMuniInc 9.87 0.04 2.6 13.5 FltRateA r 9.68 0.01 1.5 8.4 AMgr50% n 17.77 0.06 6.5 16.0 REEqF 13.01 0.19 0.5 23.9 LgCapInvst n 20.85 0.01 5.7 26.8 Beacn A 16.31 -0.09 7.4 22.1 BurkenroadSCInv r 65.02 NA NA NA EqIncA 10.79 -0.05 2.5 22.2
ShDurStratIncFd 7.45 NA NA NA LevCoStA p 52.08 -0.16 6.9 13.9 AMgr70% n 21.26 0.06 8.4 19.1 SAIIntlMinVolInd 10.32 0.13 12.2 NS FPA Funds: Europ A p 20.18 0.03 8.1 6.1 Harbor Funds: EqWtdA p 54.95 -0.11 5.4 28.8
TMG1.1 45.20 -0.16 6.9 31.0 NwInsghtA p 29.34 -0.06 12.0 32.1 AMgr85% n 18.13 0.05 9.9 21.5 SAISm-MidCap500I 10.98 -0.02 4.4 NS Capit n 36.33 -0.33 -3.9 -7.2 Shares A 29.02 -0.23 3.8 18.4 Bond n 11.62 0.06 2.8 8.4 FltgRate p 7.59 -0.01 1.6 9.1
WW Hlth Science p 10.15 0.00 11.4 24.5 SmllCapA p 26.58 -0.21 2.8 19.1 AstMgr30R n 10.89 0.04 4.6 12.3 SAIUSQtyIdx 11.98 -0.02 9.4 NS FPACres n 34.15 -0.09 4.7 17.3 FrankTemp/Mutual C&R: CapApInst n 65.69 -0.27 16.0 43.5 Glcoreeq p 15.20 0.03 9.4 12.3
Eaton Vance Class C: StkSelMC p 35.88 0.10 7.3 22.9 Balanc n 23.56 0.05 7.4 24.3 SCEnhIdx n 13.53 -0.23 -2.2 29.6 NwInc n 9.99 0.00 0.9 3.9 Shares C t 28.63 -0.23 3.4 15.8 CapApInv pn 63.67 -0.26 15.8 42.0 GlHltCr 36.21 -0.16 10.0 16.8
FloatRt t 9.00 0.00 1.7 8.1 StrInA 12.23 0.05 4.1 9.8 BalancedK 23.56 0.05 7.4 24.7 SerIntlGrF 15.11 0.14 17.9 16.0 Franklin Templeton: FrankTemp/Temp A: HiYBdInst nr 10.23 0.02 3.6 10.6 GrIncA 26.90 -0.22 2.4 28.1
FltgRtAdvg p 10.88 0.00 2.0 10.9 Fidelity Advisor C: BluCh n 79.66 -0.40 18.3 45.2 SerIntlSmF 16.63 0.22 16.6 20.7 TgtGroA p 18.75 NA NA NA DvMk A p 18.90 -0.01 19.5 4.5 IntlInst nr 67.23 0.24 15.1 0.3 GrowAlloc p 14.98 0.01 6.1 11.5
ShDurStratIncFd 7.02 NA NA NA FltRateC t 9.67 0.00 1.2 6.0 BluChpGrK 79.77 -0.40 18.3 45.7 SerIntlValF 10.27 0.11 11.9 3.0 TgtMod C p 15.27 NA NA NA Frgn A p 7.83 0.07 12.0 1.2 IntlInv tn 66.61 0.23 14.9 -0.8 HYld 4.21 0.01 3.6 8.9
Eaton Vance Class I: NwInsghtC t 26.18 -0.06 11.7 29.1 CALmtTrmTFB n 10.65 0.03 2.1 4.5 SmallCap r nr 19.12 -0.03 1.5 27.6 TgtModA p 15.73 NA NA NA GlBond A p 12.09 -0.42 1.9 3.0 MdCpVal Inst n 21.97 -0.15 0.6 23.7 HYMuA 10.02 0.05 4.7 19.4
AtlCpSMID 29.53 0.00 6.0 39.8 StrInC 12.20 0.05 3.8 7.4 CAMun n 12.93 0.06 3.2 11.0 SmCapDisc n 31.27 -0.11 -1.2 21.3 FrankTemp/Frank Adv: GlSmCo A p 9.50 -0.04 8.4 7.7 SmCpValInst n 32.26 -0.15 6.0 38.2 IntlGrow 34.19 0.05 12.7 5.4
IntTMIA p 11.11 0.05 2.9 8.8 RetCho2025 13.16 0.04 4.8 13.7 ValAdv 32.83 -0.24 1.8 24.3 ShtDurTxF p 15.64 0.02 1.7 2.4 MFS Funds Class I: AAMunBd p 11.50 0.06 3.8 13.3 Optimum Funds Inst: IncomeFd 12.28 NA NA NA
LmtdTrmMunInc p 11.40 0.03 2.1 4.5 RetCho2035 14.30 0.02 6.9 18.3 JPMorgan Inst Class: TotRet 10.40 0.04 2.4 8.1 BondI 13.99 0.07 3.2 10.9 HiYldMuBd p 16.98 0.09 5.4 19.5 Fixed Inc 9.51 0.03 2.7 6.3 InflRespMulAsset 8.71 NA NA NA
MdCpCEq 22.91 0.09 6.7 16.6 RetCho2030 13.88 0.03 6.0 16.6 ValAdv L 32.84 -0.23 1.9 25.3 ValOpps 19.81 0.04 0.4 21.7 Growth I 85.75 -0.20 14.8 38.6 LtdMnBd p 10.99 0.03 2.5 4.0 LgCpGrwth 18.62 -0.04 16.1 42.4 RAEFndmlPLUSIntl 9.34 NA NA NA
MidCpGwth p 37.64 0.07 12.0 23.2 RetCho2040R4 14.54 0.01 7.3 19.4 JPMorgan R Class: Lord Abbett I: IntNwDI 32.45 0.33 16.8 15.6 Nuveen Cl C: LgCpVal 15.36 -0.06 3.4 15.3 SeniorFloRate 9.96 NA NA NA
ModeAlloc p 13.15 0.02 5.1 9.9 RetCho2045 14.64 0.02 7.5 19.9 CoreBond 11.66 0.06 2.3 8.3 DevlpGro 22.34 -0.25 9.1 9.3 MCpValI 22.36 -0.10 3.1 24.0 HYMunBd t 16.97 0.09 5.2 17.5 Osterweis Strat Income: UnconstrndBdFd 10.94 0.01 3.4 7.6
MunInA 13.37 0.06 3.3 11.5 RetCho2050R4 13.04 0.02 7.6 19.9 CorePlusBd 8.28 0.03 2.3 9.6 FloatRt 9.22 0.00 1.5 11.9 MIGI p 26.75 -0.07 13.1 32.0 Nuveen Cl R: OsterweisStrInc n 11.39 0.01 2.8 11.5 PIMCO Funds P:
RealEst p 21.25 0.30 2.5 23.9 RetLiv2020 10.61 0.01 6.2 16.2 DiscEq 25.28 -0.13 7.5 29.9 HiYld 7.69 0.00 4.4 17.9 MITI 29.92 -0.09 9.9 32.2 CAMunBd 11.16 0.06 3.4 15.6 All Asset 11.78 NA NA NA
SmCpEq p
SmCpGr
14.62
35.12
-0.14
-0.20
2.6
7.5
16.4
29.4
RetLiv2025
RetLiv2030
11.22
11.47
0.02
0.01
7.2
8.0
18.1
19.5
HighYld r
LimDurBd
7.50
10.03
0.02
0.01
3.9
0.9
11.8
4.0
MidCapStk
ShtDurInc p
29.33
4.30
-0.03
0.00
3.0
1.5
26.0
6.4
ReInT t
ResBdI
18.22
10.71
0.29
0.05
15.8
2.3
3.8
7.7
DivVal I
HYMunBd
14.96
16.98
-0.02
0.09
3.7
5.4
25.3
20.2
PQ AssetAllAuthP
CommdtyRR
8.84
6.79
NA
NA
NA
NA
NA
NA
SmCpValA t 18.61 -0.19 -0.6 10.8 RetLiv2035 11.88 0.01 8.6 20.5 MtgBckd 11.27 0.03 2.2 9.2 SmCpVal 25.27 -0.17 -0.7 25.4 RschI 41.64 -0.15 9.6 31.9 IntDMunBd 9.19 0.04 3.6 9.0 PACE Funds Cl P: FrgnBdUSH 10.52 NA NA NA
Invesco Funds C: RetLiv2040 11.85 0.00 9.0 21.1 ShtDurBnd 10.85 0.02 0.8 3.1 LSVValEq 26.46 -0.21 1.2 25.4 TotRI 18.66 0.00 4.2 19.7 LmtTrmR 10.94 0.03 2.5 4.7 IntlEqty P 15.77 0.24 14.3 7.7 IncomeP 12.28 NA NA NA
BalancedRiskAllC 10.53 0.10 3.5 8.7 RetLiv2045 11.75 0.00 9.0 21.2 SmCpEqR5 54.59 -0.31 4.4 37.0 UStdI p 25.27 -0.20 6.0 27.5 NWQSmCpR 50.10 -0.63 0.3 28.3 LgGrEqty P 24.34 -0.06 12.2 31.1 PIMCO Funds P:
DivrsDiv t
Eq IncC
19.52
10.60
0.05
-0.05
2.5
2.3
25.5
19.5
LSAggr
LSBalncd
16.10
15.17
0.01
0.02
9.9
6.8
20.5
15.5
SmCpVal
USEqR5
29.87
15.72
-0.38
-0.07
-5.5
7.9
23.1
35.3
M ValueI
MFS Funds Instl:
38.08 -0.01 5.5 30.1 RealEst
SmCpVal
22.14
24.20
0.30
-0.37
0.9
-4.2
25.9
36.2
LgVEqty P
StraFxd P
22.89
13.73
-0.10
0.09
2.2
3.3
26.3
9.9
InvstGrCor
LwDurP
10.48
9.85
NA
NA
NA
NA
NA
NA
EqWtdC 52.69 -0.11 5.1 26.0 LSConserv 13.02 0.04 3.9 9.1 JPMorgan R5 Class: MainStay Fds A: IntlEq 23.76 0.30 17.3 10.6 StratInvP 10.57 NA NA NA PIMCO Funds P:
TEHYC
Invesco Funds Instl:
9.99 0.05 4.4 16.9 LSGwth
LSModer
15.94
13.91
0.01
0.03
8.4
5.3
18.5
12.3
SR2015 R5
SR2020 R5
18.18
19.13
0.04
0.03
4.8
5.9
12.7
16.1
HiYldBdA
IncBldr
5.82
19.46
0.01
0.09
3.5
6.4
14.6
14.0
MLP & Energy Income I:
MLP&EnrgyIncmI 9.56 -0.04 -2.4 -13.0
O Pacific Life Funds:
PortOptModAggClA p 14.89 0.01 6.7 17.8
RealRtnP
ShtTm
11.04 NA NA NA
9.83 -0.01 0.9 4.8
IntlGrow 34.73 0.05 12.8 6.5 John Hancock Funds A: SR2030 R5 20.23 0.02 7.6 19.1 LgCpGrA p 9.37 -0.01 16.4 35.7 MLP Focus C: Oak Ridge: PortOptModClA r 13.89 0.01 5.5 14.9 PIMCO Funds P:
SmCpGr 39.08 -0.22 7.7 30.9 BalA 19.57 -0.03 5.2 17.0 SR2040 R5 21.02 0.00 8.7 21.0 TxFrBdA 9.96 0.04 2.6 12.1 MLPFocusC 7.86 0.02 0.4 -10.5 SmCpGrFdClI 35.30 -0.50 4.4 12.7 Parnassus Fds: TotRtP 10.20 0.05 2.8 7.7
Invesco Fds Investor: BondA p 15.91 0.06 2.9 9.1 SRIncome R5 18.17 0.04 4.7 12.1 MainStay Fds C: MLP Focus I: Oakmark Funds Invest: ParnEqFd n 40.88 -0.24 4.4 25.0 Pioneer Funds A:
DivrsDiv n 19.76 0.05 2.9 28.6 DispVal 20.70 -0.13 3.8 22.0 HiYldBdC t 5.79 0.01 3.2 12.0 MLPFocusI 8.52 0.03 0.8 -7.8 EqtyInc nr 31.47 -0.29 3.5 14.3 Parnsus n 47.26 -0.14 5.1 33.2 AMTFreeMuniA p 14.49 0.09 3.7 12.4
GlHltCr pn
Invesco Funds P:
36.22 -0.16 10.0 16.8 DispValMdCp 21.53
FunLgCpCorA p 47.56
-0.02
-0.29
3.8
7.7
34.0
36.9
K MainStay Fds I:
EpochGlb r 19.12 0.19 9.1 11.1
Morgan Stanley Inst:
CapGrI 44.31 0.55 25.9 54.4
GlbSel nr
Global n
18.70
31.29
0.10
0.09
11.2
11.5
26.4
13.4
Pax World Fds:
Balanced n 23.49 0.04 5.1 17.3
BondA
CoreEqA
9.72
19.56
0.04
-0.08
2.1
8.6
8.4
27.1
Summit P pn 18.31 -0.02 15.2 40.1 LifeBal 15.25 0.01 6.7 14.2 KEELEY Funds: EpochUSAllCpI 28.60 -0.10 8.8 30.7 CapGrP p 42.73 0.52 25.8 53.1 IntlSmCp nr 17.24 0.06 18.1 14.2 Paydenfunds: DiscGrA 18.07 -0.11 10.9 33.7
Invesco Funds Y: LifeConsv 13.04 0.04 3.8 8.0 SmCpValA p 32.17 -0.25 -3.5 5.6 MAPI 41.24 -0.24 8.1 22.4 GloFranI t 23.55 0.21 14.5 28.8 Oakmark n 76.17 -0.11 5.1 29.7 CoreBd n 10.69 0.04 2.9 9.6 EqIncA 33.52 -0.08 2.4 33.7
BalancedRiskAllY n 11.06 0.11 3.9 12.1 LifeGrw 15.99 0.01 8.3 17.2 S&P500Idx 49.54 -0.16 7.1 33.3 IntlEqI 17.15 0.27 17.1 5.4 OakmrkInt n 26.44 0.27 16.5 12.7 LowDur n 10.09 0.00 0.8 3.1 MdCapVa 24.50 -0.12 0.9 19.7
EqWtdY n 55.47 -0.10 5.5 29.7 LifeMod
RgBkA
13.95
24.66
0.03
-0.51
5.2
-3.2
11.1
59.7
L TRBd
Mairs&Power:
10.61 0.05 2.7 7.0 IntlEqP p 16.92 0.27 17.0 4.2 Select n
Oberweis Funds:
44.36 -0.27 3.1 25.5 LtdMat n
Pear Tree:
9.47 0.00 0.6 2.4 PionFdA
SelMCGrA
30.75
38.67
-0.14
0.05
6.6
10.2
26.3
26.1
IVA Funds: Munder Funds Cl A:
Intl I r 17.33 0.15 9.8 13.3 StratIncm 10.73 0.01 2.0 8.6 Laudus Funds: MairsPwrBal n 90.05 0.09 3.8 17.9 MndrMdCpCGroA t 36.45 -0.04 8.8 22.1 IntlOpp tn 24.07 0.36 19.2 26.1 ForeignVal I r 20.31 0.27 14.4 9.8 StratIncA p 10.78 0.02 2.8 9.5
WorldwideA t 18.30 0.09 6.7 10.2 StrIncA p 6.46 0.00 2.2 6.1 USLgCpGr nr 18.96 -0.03 15.3 39.6 MairsPwrGr n 120.16 -0.24 5.6 26.0 Munder Funds Cl Y: IntlOppInst 11.59 0.18 19.2 26.9 PolForegValOrd tn 20.34 0.27 14.2 9.0 Pioneer Funds C:
WorldwideC t 17.99 0.08 6.4 7.8 USGlobLdrs 44.42 0.02 14.2 40.2 Lazard Instl: Manning & Napier Fds: MndrMdCpCGroY r 38.29 -0.05 8.9 23.0 Old Westbury Fds: Perm Port Funds: StratIncC 10.55 0.02 2.6 7.3
WorldwideI r 18.36 0.09 6.8 11.1 John Hancock Funds C: EmgMktEq 18.02 -0.27 12.9 -1.8 ProBConsS n 13.72 0.03 4.7 5.9 MndrSCVClY p 37.80 -0.46 -1.7 22.4 FixInc pn 11.15 0.03 1.3 2.9 Permanent n 39.18 0.39 3.7 2.8 Pioneer Funds Y:
Ivy Funds: LifeBal 15.24 0.01 6.4 11.8 GlbLstInfr 16.48 0.08 16.5 50.6 WldOppS n 7.76 0.05 14.0 -4.6 Mutual Series: AlCpCore n 15.18 -0.04 7.9 13.6 PIMCO Fds Admin: BondY 9.62 0.03 2.1 9.1
AssetStrA p 22.17 -0.03 6.8 -8.8 LifestyleGrw 15.98 0.01 8.0 14.7 IntlEq 18.28 0.16 12.8 4.6 UnconBdClS n 10.48 0.02 1.9 4.8 BeacnZ n 16.46 -0.09 7.6 23.1 LrgCpStr n 13.99 0.02 9.0 19.4 HiYldAd p 8.99 0.01 4.0 13.8 StratIncY p 10.78 0.02 2.9 10.5
AssetStrC t 20.99 -0.02 6.6 -10.7 John Hancock Instl: IntStrtEq r 14.17 0.16 13.9 2.3 Mass Mutual: EuropZ n 20.79 0.04 8.3 7.0 MuniBd pn 11.98 0.05 2.2 4.5 RealRetAd p 11.04 NA NA NA PNC Funds:
AssetStr I r 22.49 -0.02 7.0 -8.1 DispValMCI 22.32 -0.02 4.0 35.1 USEQ Concen Inst 15.20 -0.14 7.3 41.1 SelBluChipGroClI 17.99 0.00 15.1 46.3 GlbDiscA 32.30 -0.17 5.7 16.3 Sm&MdCapStrategi n 16.50 0.03 8.3 21.9 ShortTrmAd p 9.83 -0.01 0.8 4.3 IntEqI p 21.72 0.28 17.5 13.7
BalancedA p 24.45 -0.06 4.7 12.4 FunLgCpCorI 49.51 -0.30 7.8 38.0 Lazard Open: MassMutual Select: GlbDiscC t 31.84 -0.18 5.4 13.8 StratOpp n 7.89 0.01 6.0 11.6 TotRtAd p 10.20 0.05 2.7 7.3 SmCpI r 22.87 -0.14 -4.7 18.3
BalancedC t 24.27 -0.06 4.4 10.2 IncomeI 6.45 0.00 2.4 7.2 EmgMktEqO n 18.51 -0.28 12.8 -2.5 FundVlZ 12.38 -0.01 3.9 24.8 GlbDiscz n 32.92 -0.17 5.8 17.3 Oppenheimer A: PIMCO Fds Instl: Price Funds:
StratIncmOppI 10.74 0.02 2.2 9.8 GLIP Open n 16.51 0.08 16.4 49.5 IdxEqI 20.28 -0.06 7.2 34.1 ActiveAllA 13.48 0.01 9.1 16.1 AllAsset 11.76 NA NA NA 2050RetFd n 14.49 0.02 10.3 24.1
HiIncA p 7.66 0.00 4.8 10.9 QuestA t 15.52 -0.01 1.3 9.1
USGlbLdrsGrwI 47.28 0.02 14.3 41.3 IntlEqO pn 18.47 0.16 12.8 3.7 IndxEqAdmin 20.06 -0.07 7.0 32.7 AMTFrNY p 11.29 0.04 4.0 16.9 AllAssetAuth r 8.84 NA NA NA Balanced n 23.71 0.08 8.3 19.6
HiIncC t 7.66 0.00 4.5 8.6 QuestZ n 15.74 -0.01 1.4 10.0
JPMorgan A Class: Intl Eq R6 18.26 0.16 12.9 NS IndxEqR4 n 19.87 -0.07 6.9 32.1 CapApprA p 57.26 -0.13 13.5 31.5 CommodtyRR 6.81 NA NA NA BdEnhIdx nr 11.03 0.06 2.4 8.0
HiIncI r 7.66 0.00 4.9 11.8 SharesZ n 29.31 -0.23 3.9 19.4
CoreBond 11.66 0.06 2.3 7.1 IntlStrEq n 14.27 0.16 13.7 1.5 IndxEqR5 20.32 -0.06 7.2 33.7 CapIncA p 10.08 0.01 3.1 11.4 DivInc 10.90 NA NA NA BlChip n 84.12 -0.25 15.9 45.5
IntlCorEqI r 19.16 0.13 14.5 13.6

IntlValA
LgCpGwthl r
19.04
20.78
0.13
-0.04
14.4
12.7
12.6
37.9
CorePlusBd p
EqInc p
8.28
15.40
0.04
-0.02
2.3
3.3
8.5
27.7
Legg Mason A:
GrowFdClA 16.83 NA NA NA
MCGrEqIII
MCpGrEqIIS
20.45
20.30
0.08
0.08
11.4
11.4
39.1
38.7
N CoreBdA p
DevMktA
6.86
38.06
0.03
-0.03
2.5
17.4
8.1
0.5
EMFdIndPLSARStr 10.15
EmgLocBdFd 7.32
NA NA NA
NA NA NA
CA Bond n
CapApp n
11.49
28.13
0.06
0.00
3.0
7.4
11.4
32.2
EqIndx p 36.84 -0.12 7.0 32.8 Legg Mason C: Matthews Asian Funds: Nationwide Fds R6: DiscovA p 75.39 -0.47 11.3 32.8 EmMktsBd 10.52 NA NA NA CorpInc n 9.64 0.06 3.5 10.5
LtdTrmI r 10.85 0.02 1.4 4.3
GwthAdv p 17.47 -0.07 15.2 41.3 CMOpporTrC r 20.49 -0.26 13.6 23.5 AsiaDivInv nr 17.94 0.12 15.8 24.0 BdIdxR6 11.03 0.05 2.0 7.2 EqIncA p 30.08 -0.07 1.9 12.7 EmrgMktCur 9.03 NA NA NA DivGro n 39.62 0.00 6.8 34.7
MidCapI 22.83 -0.14 9.7 19.4
HighYld p 7.46 0.02 3.8 10.7 ValueTrC 72.37 NA NA NA Asian G&I Inv nr 16.98 0.06 13.7 5.1 IntIdxR6 8.30 0.10 14.3 5.7 EqInvA 16.95 0.06 12.2 17.8 ExtdDur 7.69 NA NA NA DvsfMCGr n 27.02 0.04 10.5 36.2
MuniHighIncI r 5.13 0.01 2.4 13.8
Inv Bal p 15.29 0.01 5.4 15.7 Legg Mason I: ChinaInv n 19.10 0.39 23.5 27.6 MidCapIdxR6 18.25 -0.08 3.5 31.1 FndAltFdB 27.30 -0.07 1.5 6.7 FrgnBd 10.52 NA NA NA DvsfSmGr n 30.86 -0.16 7.9 36.3
ScTechA p 58.02 -0.62 13.4 20.7
InvCon p 12.77 0.03 4.0 11.3 CMValueTrI 86.55 NA NA NA IndiaInv nr 30.43 -0.30 18.6 53.1 S&P500IdxR6 15.17 -0.06 7.1 33.9 GblAllocA 18.78 0.14 9.0 15.3 FrgnBdUnd r 9.60 NA NA NA EmgMktB n 12.71 -0.06 6.1 18.1
ScTechC t 50.54 -0.54 13.0 18.2
InvG&I p 17.22 -0.01 6.7 19.1 Litman Gregory Funds: EmMktS n 37.64 -0.41 18.8 14.1
ScTechI r 63.41 -0.66 13.5 21.8 JapanInv nr 21.23 0.38 12.7 41.4 Nationwide Fds Serv: GblStrIncmA p 3.95 0.00 3.4 6.5 GlblBdII 10.27 NA NA NA
InvGrwt p 20.12 -0.02 8.3 24.5 Intl Inst 17.05 0.14 15.4 0.5 EqInc n 32.30 -0.09 3.0 20.3
ScTechY t 60.99 -0.64 13.4 20.9 PacTigerInv nr 27.18 0.11 18.6 21.4 IDAggr p 10.54 0.00 7.6 18.6 GlbOppA p 56.69 0.34 23.2 60.4 HiYld 8.99 0.01 4.1 14.6
LgCpGwth p 37.40 -0.03 18.4 41.3 Longleaf Partners: EqIndex n 64.15 -0.21 7.1 33.6
Merger Fd pn 15.91 0.00 1.6 3.4 IDMod p 10.11 0.01 5.2 13.6 GloblA p 87.87 0.24 17.6 23.5 InvGrdCorp 10.48 NA NA NA
MdCpGrw p 27.11 0.08 11.8 25.1 Europe n 20.13 0.31 19.8 -0.4
J MdCpVal p 36.89 -0.08 3.5 27.0
Intl n
Partners n
15.93
27.05
0.26 17.7 0.7
0.03 6.7 5.8
Meridian Funds:
Growth n 38.30 -0.36 7.9 35.0
IDModAggr p 10.69
Natixis Funds:
0.00 6.7 16.6 Gold p
IntlBdA p
16.16
5.83
0.31
0.00
11.4
5.7
1.6
5.5
LgTrmCrdtFd 11.88
LngDurTotRtrn 10.88
NA NA NA
NA NA NA
ExtIndex nr 26.34 -0.14 4.2 26.0
Sm Cap p 47.57 -0.28 4.2 35.0 FinSvcs n 25.16 -0.17 2.2 33.0
JamesBalGR A n 24.40 -0.13 -0.1 6.9 Sm-Cap n 28.68 0.02 4.3 25.2 Value n 38.93 -0.28 4.7 27.2 InvGradeBdA p 11.05 0.05 3.1 3.1 IntlDivA 16.28 0.16 17.5 12.5 LowDur 9.85 NA NA NA
SR2015A p 18.12 0.03 4.7 11.9 GlbStk n 33.56 0.11 16.9 40.5
Janus C Shrs: Loomis Sayles Fds: Metropolitan West: InvGradeBdC 10.94 0.05 2.8 0.8 IntlGrowA p 40.43 0.50 15.9 7.3 LTUSG 6.11 NA NA NA
SR2020 p 19.05 0.03 5.9 15.3 GlbTech n 16.79 0.06 27.0 94.1
Balanced 30.56 -0.06 5.6 14.7 HiInc 6.88 0.01 4.9 10.6 IntmBdI 10.43 0.02 1.6 5.1 InvGradeBdY 11.06 0.05 3.2 3.9 IntlSmCoA 44.56 0.79 20.4 37.9 ModDur 10.19 NA NA NA
SR2030 p 20.13 0.02 7.6 18.3 GNMA n 9.32 0.01 1.1 6.0
Janus S Shrs: LSBondI 14.03 0.06 4.4 5.5 LowDurBd n 8.73 0.00 0.7 2.6 LSGrowthY 13.66 0.06 13.9 46.9 LmtTermBd p 4.55 0.00 1.3 4.1 MortgageOppty 11.05 NA NA NA
SR2040A p 20.91 0.01 8.6 20.2 Gr&In n 27.44 -0.11 9.4 36.2
Balanced 30.81 -0.06 5.8 16.7 LSBondR pn 13.96 0.06 4.3 4.7 LowDurBdI 8.73 0.00 0.8 3.3 Neuberger Berman Fds: LtdTermMuA p 4.35 0.00 -1.2 2.1 RealRtnI 11.04 NA NA NA
USEquity 15.66 -0.07 7.7 33.7 Growth n 62.21 -0.22 16.8 47.3
Enterprise 101.90 0.59 10.1 40.9 LSCorBndA p 12.90 0.05 2.8 6.1 TotRetBd n 10.66 0.04 1.9 6.7 EqIncInst 12.67 0.02 2.7 21.0 MidCpValA 55.24 -0.19 2.4 23.9 RERRStg 8.10 NA NA NA
USLgCpCorePlA p 29.96 -0.17 7.5 31.7 HelSci n 66.73 -0.17 12.9 44.7
Janus T Shrs: LSFixIncl 13.53 0.04 4.2 7.1 TotRetBdI 10.66 0.05 2.0 7.4 GenesInst 58.52 -0.20 3.1 28.5 MnStFndA p 50.65 -0.05 7.8 34.4 ShortT 9.83 -0.01 0.9 5.1
ValAdv t 32.62 -0.24 1.7 23.4 HiYield n 6.77 0.00 4.0 12.8
BalancedT n 30.86 -0.06 5.9 17.6 LSSmCpVal 34.26 -0.34 -2.1 28.2 TRBdPlan 10.03 0.04 2.1 7.6 HiIncBdClR6 8.83 0.02 3.7 10.4 MnStOpA p 18.78 -0.01 6.3 21.9 ShtAssetInv 10.05 NA NA NA
JPMorgan C Class: InstCorePl 10.37 0.04 2.6 8.8
ContrarianT n 19.91 -0.03 2.7 6.1 LSStrIncA p 14.58 0.05 4.3 5.1 UnconstrBdI 11.92 0.01 1.9 7.3 HiIncBdInst 8.83 0.03 3.7 10.3 MnStSmCpA p 28.13 -0.06 5.9 21.6 StcksPLUSIntlHdg r 8.33 NA NA NA
CoreBond p 11.73 0.06 2.0 5.0 InstEmMEq 34.32 -0.39 18.7 14.4
EntprT n 103.89 0.61 10.2 41.9 LSStrIncC t 14.69 0.04 4.0 2.7 UnconstrBdM n 11.93 0.01 1.7 6.4 IntrinsicValInst 15.25 -0.16 3.5 19.9 ModInvA 11.59 0.02 6.9 14.2 StcksPLUSIntUnh 6.58 NA NA NA
InvBal p 15.06 0.01 5.2 13.9 InstFLRfd r 10.06 -0.01 1.5 11.4
FlxBndT n 10.40 0.04 2.3 6.1 InvConsvGr t 12.71 0.02 3.8 9.5 SmCpGI 24.65 -0.13 9.4 30.6 MFS Funds Class A: LgShInst 13.68 0.01 5.9 7.5 RisingDivA 19.28 -0.02 6.2 21.7 StkPlsLgDur 7.54 NA NA NA InstHiYld 9.01 0.00 4.1 13.4
GlLifeSciT nr 51.50 -0.09 14.1 38.6 ValAdv t 32.45 -0.23 1.5 21.6 Lord Abbett A: AgGrAlA p 21.55 0.10 10.2 20.6 MultCpOptyInst 17.72 -0.26 7.8 27.4 RochAMTFrMuni 7.09 0.03 7.4 21.1 StcksPLUSShort 9.53 NA NA NA InstlCapG 34.00 -0.08 16.3 46.6
Grw&IncT n 48.16 -0.23 5.8 30.6 JPMorgan Funds: Affiltd p 15.89 -0.03 4.3 27.8 BondA p 14.01 0.08 3.2 10.2 SocRespInst 36.85 -0.04 8.1 30.1 RochCAMuni 8.50 0.03 5.6 17.8 StPlTRInst r 10.96 NA NA NA InstLCCoreGr 32.19 -0.09 15.8 45.9
HiYldT nr 8.55 0.00 3.5 10.9 DiscEqL 25.27 -0.13 7.4 29.5 BdDeb p 8.12 0.01 4.2 15.8 CoEqyA 29.09 -0.08 9.5 33.0 StrIncInst 11.08 NA NA NA RochLmtTrNYMuni p 2.94 0.00 0.9 3.5 TotRetIV 10.39 NA NA NA InstLCV 21.84 -0.05 4.1 28.5
OverseasT nr 29.88 0.06 18.0 -14.7 Dvrsified L 17.25 0.01 7.3 18.3 CalibrDivGr 14.65 0.00 5.2 28.6 ConAllA p 15.33 0.06 5.2 11.7 Neuberger Berman Inv: SenFltRtA 8.15 -0.01 1.5 11.1 TotRt 10.20 0.05 2.8 8.1 InstSmCap 22.57 -0.11 3.1 31.1
PrkMdCpValT n 17.13 -0.02 3.4 25.9 MdCpVal L 37.74 -0.09 3.7 28.8 DevGt p 19.55 -0.23 8.9 8.4 Growth A p 81.09 -0.20 14.7 37.6 Focus n 26.29 -0.23 9.1 25.4 Oppenheimer C & M: TRII 9.68 NA NA NA IntDis n 62.87 0.12 18.2 29.9
PrkSCValT n 22.35 -0.09 0.8 33.9 USEquity L 15.71 -0.08 7.8 35.1 FloatRt p 9.21 -0.01 1.4 11.2 GlEqA 40.80 0.11 12.7 19.9 Genes n 33.74 -0.11 3.1 27.9 ActiveAllC t 13.17 0.02 8.8 13.7 TotRetESG 9.08 NA NA NA IntlValEq n 14.59 0.18 13.9 1.9
ReshT n 43.36 -0.04 12.2 34.6 USSmCo L 17.87 -0.22 -2.3 26.9 FundlEq p 13.13 -0.06 1.5 23.2 GlTotA p 17.39 0.17 7.4 11.5 Guard n 16.33 -0.09 9.4 24.3 DevMktsC t 35.65 -0.04 17.0 -1.8 PIMCO Funds: IntlBond n 8.77 0.18 6.2 -5.8
ShtTmBdT n 3.03 0.00 0.9 2.2 JPMorgan I Class: HiYldA t 7.66 0.01 4.3 17.3 GrAllA p 19.64 0.07 8.4 17.7 IntlEqInst r 12.25 0.17 15.1 13.6 EqIncC t 24.06 -0.06 1.6 10.2 TotRet 10.20 0.05 2.6 6.0 IntlStk n 17.97 0.21 17.5 14.9
VentureT n 70.39 -0.36 8.6 34.3 CoreBond 11.65 0.06 2.4 7.7 HYMuniBd p 11.69 0.04 3.9 15.9 GvScA p 9.87 0.04 1.5 4.3 LCVal n 30.49 -0.13 2.0 24.7 GblStrIncmC 3.94 0.00 3.1 4.1 PIMCO Funds A: ISX Fd 12.86 -0.05 8.8 36.1
WorldwideT n 70.94 0.29 13.5 19.4 CorePlusBd 8.28 0.04 2.4 9.2 IncomeA p 2.85 0.01 3.9 10.6 IntlDvFdA t 17.91 0.22 16.5 11.9 Soc Resp n 36.82 -0.04 8.0 29.5 GlbOppC p 50.53 0.30 22.9 56.9 AllAsset 11.77 NA NA NA Lat Am n 22.04 -1.80 13.8 -11.6
Jensen I 42.46 0.06 8.9 38.6 EqInc 15.65 -0.02 3.4 28.6 IntrTxFr 10.78 0.04 3.3 8.4 IntlVA t 40.47 0.67 16.0 25.5 Neuberger Berman Tr: GloblC p 81.32 0.20 17.2 20.7 AllAssetAuth 8.84 NA NA NA MCapGro n 83.78 0.30 11.2 40.5
JensenQualGrJ n 42.44 0.05 8.8 37.6 EqIndx 36.89 -0.12 7.1 33.8 MidCapStk 29.53 -0.03 2.9 25.1 IntNwDA p 31.55 0.32 16.7 14.7 Genes n 61.74 -0.21 3.1 27.6 MnStFndC 48.10 -0.05 7.5 31.4 HiYld 8.99 0.01 4.0 13.4 MCapVal n 29.27 -0.13 0.7 27.9
John Hancock: GrAdv r 17.90 -0.08 15.2 42.0 MultiAstBalOppty 11.68 -0.02 3.8 12.0 MCpValA p 21.84 -0.09 3.1 23.1 GenesisFdR6 58.52 -0.20 3.2 28.8 RisingDivC p 16.55 -0.02 5.9 18.9 IncomeFd 12.28 NA NA NA MCEqGr 51.25 0.20 11.6 43.1
500IndexB I 29.24 -0.10 7.1 33.4 GvBd 10.61 0.06 1.9 7.0 MultiAstGro 17.40 -0.03 3.9 15.1 MIGA p 26.09 -0.07 13.0 31.1 Nicholas Group: SenFltRtC 8.16 -0.01 1.2 8.7 InvstGrCorBd 10.48 NA NA NA MD Bond n 10.77 0.04 2.5 10.3
BondI 15.91 0.06 3.0 10.2 HighYld 7.50 0.02 3.9 11.3 MultiAstInc 14.62 -0.01 3.9 9.7 MITA p 30.68 -0.10 9.8 31.3 Nch II I n 26.97 0.04 10.3 29.9 StlpathMLPAlphFd 6.99 0.00 -1.2 -14.9 LowDurA 9.85 NA NA NA MediaTel n 87.80 0.39 18.2 52.3
CapApprNAV 17.05 -0.07 16.3 44.2 IntlEqIndx 17.87 0.26 14.0 8.7 ShDurTxFr 15.64 0.02 1.7 2.1 ModAllA p 17.22 0.07 6.8 14.6 Nich n 65.56 -0.54 7.3 18.5 StlpathMLPAlphFd 8.71 0.01 -0.2 -15.8 RealRtnA 11.04 NA NA NA N Amer n 46.93 -0.04 17.1 46.1
ClassicVal I 30.05 -0.09 2.6 26.9 IntmdTFBd 10.86 0.05 2.4 6.4 ShtDurIncmA p 4.31 0.01 1.5 6.1 MuHiA 8.19 0.04 4.1 17.2 Northern Funds: Oppenheimer N: ShtTmA 9.83 -0.01 0.8 4.3 N Asia n 18.44 0.10 21.3 19.0
DispValMdCpR6 22.31 -0.02 4.0 35.5 IntrepidVal 35.05 -0.19 1.5 17.6 TaxFr p 11.24 0.05 3.4 11.8 MuInA p 8.74 0.04 3.1 11.7 ActMEmgMktEq nr 18.48 NA NA NA DevMktsN t 36.57 -0.03 17.3 -0.3 TotRetA 10.20 0.05 2.7 6.8 N Horiz n 49.69 -0.04 14.7 44.5
DispValR6 20.15 -0.11 3.9 23.4 LgCpGwth 37.64 -0.02 18.5 41.9 TotRet p 10.40 0.04 2.4 7.8 MuLtA 8.15 0.03 2.4 5.3 ActMIntlEq nr 10.50 NA NA NA Oppenheimer Y: PIMCO Funds C: N Inc n 9.49 0.04 2.3 7.2
DispVal I 20.12 -0.12 3.9 23.0 MdCpGrw 30.78 0.09 12.0 26.3 ValOpps p 19.46 0.04 0.3 21.1 ReInA p 17.62 0.27 15.6 3.0 BdIdx n 10.57 NA NA NA DevMktY 37.56 -0.03 17.5 1.2 AllAssetAuth 8.83 NA NA NA New Era n 33.87 0.44 0.6 -12.2
EmrgMktsNAV 10.54 -0.08 16.7 4.3 MdCpVal 37.30 -0.08 3.6 27.9 Lord Abbett C: ResBdA t 10.71 0.05 2.4 7.2 EmMktsEqIdx nr 11.01 NA NA NA GlblOppY 57.25 0.35 23.4 61.7 IncomeFd 12.28 NA NA NA OverS SF nr 10.46 0.13 15.3 8.8
GblAbRStratI 10.27 NA NA NA MidCapEq 47.74 0.01 7.7 27.5 BdDeb 8.14 0.01 3.9 13.7 RschA p 40.65 -0.15 9.5 31.0 FixIn n 10.19 NA NA NA GloblY 88.01 0.24 17.7 24.4 InvstGrCorBd 10.48 NA NA NA PSBal n 23.38 0.05 7.8 19.1
GblAbRStratR6 10.28 NA NA NA MkExpEnhIdx 11.35 -0.09 1.4 32.6 FloatRt p 9.22 0.00 1.2 9.1 TotRA p 18.67 0.00 4.2 18.9 GlbREIdx nr 10.08 NA NA NA IntGrowY 40.22 0.50 16.0 8.1 TotRetIncC 10.20 0.05 2.4 4.5 PSGrow n 31.95 0.05 9.6 22.5
GblShrhYldI 11.29 0.11 9.1 10.5 MtgBckd 11.28 0.04 2.2 8.7 IntrTxFr p 10.77 0.05 3.0 6.5 UtilA p 19.67 0.28 9.7 7.1 HiYFxInc n 6.86 NA NA NA IntlBdY 5.83 0.01 5.8 6.2 PIMCO Funds D: PSInc n 19.04 0.06 6.0 15.0
IntlGrwI 24.33 0.13 19.5 22.0 ShtDurBnd 10.85 0.01 0.8 2.3 MultiAstInc 14.82 -0.01 3.6 7.3 ValueA p 37.88 0.00 5.4 29.2 IntlEqIdx nr 11.95 NA NA NA IntlSmCoY 44.26 0.79 20.5 39.0 FrgnBd n 10.52 NA NA NA R2005 n 13.52 0.05 5.1 13.2
IntlValNAV 16.82 0.15 12.5 0.7 SmartR2020 19.11 0.03 5.9 15.6 ShtDurIncmC t 4.33 0.00 1.2 3.9 MFS Funds Class C: IntTxExpt n 10.52 NA NA NA MnStFndY 50.27 -0.04 7.9 35.4 IncomeFd n 12.28 NA NA NA R2010 n 18.31 0.06 5.5 14.3
LifeBalSrsI 12.79 0.03 6.1 10.8 SmCap 54.45 -0.31 4.3 36.2 Lord Abbett F: ConAllC p 15.10 0.06 4.9 9.1 MidCpIdx n 18.35 NA NA NA MnStSmCapY 30.13 -0.05 6.0 22.6 InvstGrCorBd n 10.48 NA NA NA R2015 n 15.07 0.04 6.3 16.3
LifeGrwI 14.00 0.01 7.8 7.2 SR2030 I 20.18 0.02 7.6 18.6 BdDeb 8.10 0.01 4.1 16.0 Growth C t 66.18 -0.17 14.3 34.5 ShIntTaxFr n 10.38 NA NA NA OppenheimerRochester: LowDur n 9.85 NA NA NA R2020 n 21.92 0.06 7.4 18.4
MdCpIdxI 22.08 -0.08 3.6 30.3 SR2040 I 20.97 0.01 8.7 20.5 FloatRt p 9.20 -0.01 1.4 11.5 GrAllC p 19.24 0.06 8.2 15.0 SmCapIdx n 12.76 NA NA NA LtdNY C p 2.93 0.01 1.0 1.6 RealRtn n 11.04 NA NA NA R2025 n 16.78 0.04 8.3 20.2
TRNAV 13.53 0.07 2.5 7.9 TxAwRRet I 9.52 0.03 1.4 1.8 HiYld p 7.65 0.01 4.3 17.7 ModAllC p 16.91 0.07 6.5 12.0 SmCpVal n 23.25 NA NA NA RchHiYldMuniA 7.31 0.03 8.1 24.7 TRtn n 10.20 0.05 2.7 7.1 R2030 n 24.57 0.05 9.1 21.9
John Hancock Class 1: TxAwEq 31.86 -0.14 8.9 37.0 Income 2.85 0.01 3.9 10.9 TotRC t 18.77 0.00 3.8 16.3 StkIdx n 28.55 NA NA NA RchHiYldMunC 7.28 0.03 7.9 21.9 PIMCO Funds Instl: R2035 n 17.87 0.03 9.7 23.0
BlueChipGrw 35.70 -0.11 15.7 44.8 USEquity 15.70 -0.07 7.8 34.6 IntrTxFr 10.78 0.05 3.3 8.8 UtilC t 19.56 0.28 9.4 4.6 TxExpt n 10.66 NA NA NA RoMu A p p 15.13 0.03 5.2 18.3 ComPLUSStrtgyFd 6.07 NA NA NA R2040 n 25.58 0.05 10.2 23.8
RetCho2020 12.14 0.04 3.4 10.3 USLgCpCorPls 30.26 -0.17 7.6 32.7 ShtDurIncm 4.30 0.00 1.5 6.1 ValueC t 37.41 -0.01 5.0 26.3 Nuveen Cl A: RoMu C p 15.10 0.04 5.0 15.4 HiYldSpec 10.05 0.01 4.9 15.3 RealAssets nr 10.99 0.15 2.3 -1.3
RealEst n 27.86 0.31 -1.7 23.5 TRBd 14.43 0.08 3.0 7.8 MT AllEq n 17.28 -0.02 6.7 22.6 LtdTIncI 13.45 0.03 1.7 7.0 BehavValA t 63.42 -0.62 0.4 29.2 PacifAdml n 80.06 0.61 11.6 17.2 TgtRe2020 n 29.97 0.08 6.1 17.4 SmCoOppI 43.50 NA NA NA
Ret2015A p 15.01 0.04 6.2 15.4 Prudential Cl Z & I: MT Gro n 21.92 -0.02 5.3 20.1 LtdTMuA 14.44 0.04 2.2 4.0 USAA Group: PALTAdml n 11.53 0.06 3.2 12.5 TgtRe2025 n 17.45 0.05 6.7 18.7 VirtusFunds Cl A:
Ret2025A p 16.69 0.04 8.2 19.3 GlbRealEstZ 23.52 0.24 3.1 9.5 S&P Sel n 36.90 -0.12 7.2 34.2 LtdTMu I 14.44 0.04 2.3 5.0 AgvGt n 41.86 -0.09 13.9 36.3 PrmcpAdml nr 120.63 -0.39 10.8 42.9 TgtRe2030 n 31.34 0.07 7.3 19.6 EmMktA 10.51 -0.02 20.1 9.1
Ret2045 n 17.24 0.03 10.4 24.1 Growth 34.89 -0.13 16.2 44.0 SmCp Sel nr 28.46 -0.31 1.3 28.1 Thornburg Fds Cl C: CA Bd n 11.02 0.05 2.7 10.7 REITAdml nr 116.56 1.34 0.5 25.6 TgtRe2035 n 19.14 0.04 7.9 20.6 MulSStA p 4.78 0.01 2.4 6.3
Ret2045R 16.94 0.03 10.1 22.2 HiYldZ 5.59 0.02 4.9 16.4 SmCpEqSel nr 21.31 -0.40 -2.6 24.8 LtdTIncC t 13.42 0.02 1.4 5.1 CapGr n 11.03 -0.04 6.8 28.2 S&PSC600Idx 248.12 -3.07 -0.7 33.9 TgtRe2040 n 32.78 0.06 8.5 21.4 VirtusFunds Cl C:
Ret2055 n 14.53 0.03 10.3 24.1 HlthSciZ 44.64 0.00 14.0 39.3 Trgt2030 nr 15.08 0.02 7.3 19.1 LtdTMuC t 14.47 0.04 2.1 3.3 CrnrsMod n 15.00 0.05 6.4 8.3 SmCapAdml n 63.45 -0.39 3.1 26.6 TgtRe2045 n 20.54 0.04 8.7 21.8 MulSStC p 4.84 0.00 2.1 5.6
RetBal Inc n 15.32 0.04 4.9 12.2 MdCpGrZ 38.75 -0.07 10.1 23.1 Trgt2040 nr 15.88 0.01 8.4 21.6 Thrivent Funds A: CrnstModAggr n 26.00 0.08 6.9 8.5 SmGthAdml n 50.05 -0.14 7.2 24.2 TgtRe2050 n 33.04 0.06 8.7 21.8 VirtusFunds Cl I:
SciTec n 43.80 -0.11 18.5 64.5 SmallCoZ 25.99 -0.02 7.2 28.7 TSM Sel nr 42.39 -0.15 6.7 32.6 DivrIncPlus 7.22 0.01 4.2 11.9 ExtMktIn n 18.04 -0.09 4.0 24.2 STBondAdml n 10.48 0.01 1.1 3.8 TgtRet2055 n 35.77 0.06 8.7 21.6 EmMktI 10.87 -0.03 20.1 9.9
Sht-Bd n 4.72 0.00 0.9 2.9 TRBdZ 14.40 0.08 3.4 11.2 TxFrBd n 11.70 0.05 2.8 7.8 LgCpStk 27.11 -0.05 9.7 21.3 Gr&Inc n 23.51 -0.10 7.3 30.8 STCorpIx 21.78 0.05 1.7 6.0 TgtRe2060 n 31.56 0.05 8.7 21.6 ForOppI 32.50 0.40 20.9 15.5
SmCapStk n 46.27 -0.22 3.0 29.8 Prudential Funds: USSmCoIdx nr 14.21 -0.10 0.4 25.9 MidCapStk 24.25 -0.10 4.2 45.1 Grwth n 27.21 -0.06 11.7 41.8 STFedAdml n 10.70 0.00 0.7 3.2 TgtRetInc n 13.25 0.04 3.8 12.0 MulSStI 4.78 0.00 2.3 7.1
SmCapVal n 45.53 -0.30 0.9 27.6 SmCapVal n 20.62 -0.30 -4.5 26.8 Scout Funds: MuniBd 11.41 0.04 2.6 9.3 HiIncm n 8.27 0.03 4.2 10.6 STIPSIxAdm n 24.78 0.04 0.6 0.7 TotIntBdIxInv n 10.88 0.03 0.7 12.1 ReEI 29.70 0.36 0.0 23.7
SpecGr n 23.36 0.03 11.4 26.0 Putnam Funds Class A: CorePlBdInst n 31.64 0.14 2.0 6.6 Thrivent Funds S: Inco n 13.15 0.07 3.1 9.7 STIGradeAdml n 10.69 0.01 1.4 5.9 USGro n 32.97 -0.10 13.2 37.4 Voya Fds:
SpecInc n 12.66 0.04 3.4 9.7 CATx p 8.11 0.04 3.2 10.6 Intl n 23.21 0.20 11.4 8.4 LgCpVal 21.05 -0.18 2.9 25.6 IncStk n 19.27 0.01 4.7 24.9 STsryAdml n 10.65 0.00 0.5 2.6 USValue n 18.37 -0.08 0.3 25.6 InmdBdI 10.12 0.04 2.9 10.5
SpecIntl n 13.53 0.13 16.7 9.5 CapSpec 36.46 0.16 11.2 14.3 MidCap nr 17.78 0.05 7.0 34.0 TIAA/CREF Funds: Intl n 31.02 0.28 15.8 10.8 TotBdAdml n 10.78 0.05 2.2 7.8 WellsI n 26.17 0.11 3.4 17.3 RealEstI 19.36 0.24 -0.1 20.3
SuMuInc n 11.85 0.06 2.9 11.4 DvrIn p 7.03 -0.05 2.7 3.5 UnconstrndBdFd n 11.80 0.02 1.3 4.0 BdIdxInst 10.85 0.05 2.1 7.6 IntmTerm n 13.23 0.05 2.8 7.6 TotIntBdIdxAdm n 21.76 0.07 0.8 12.2 Welltn n 40.64 0.03 4.7 23.1 TRPGrEqI 90.46 -0.31 16.8 47.4
SuMuInt n 11.90 0.05 2.8 8.3 DynAABalA 14.82 0.00 5.4 20.2 SEI Portfolios: BdPlsInst 10.46 0.04 2.8 10.4 IntTerBd n 10.66 0.05 3.7 9.5 TotIntlAdmIdx nr 27.96 0.23 13.9 6.4 Wndsr n 21.80 -0.04 6.2 24.3
TF Incom n
TFHY n
10.15
11.94
0.04
0.05
2.6
3.6
10.1
15.0
DynAAGthA
EqIn p
16.75
22.15
-0.02
-0.04
6.9
4.7
22.4
24.9
CoreFxIn F
EMktDbt F
11.26
10.12
0.04
-0.03
2.4
7.9
8.8
0.1
BondInst 10.40 0.04
EnItlEqIdxInst 7.75 0.13
2.6
14.8
10.0
6.9
LgTerm n
Nasdaq100 n
13.36
16.07
0.06
-0.09
2.7
16.5
10.3
59.4
TotStAdml n
TxMBal nr
59.56
29.09
-0.21
0.04
6.7
5.0
32.9
20.5
WndsrII n
VANGUARD INDEX FDS:
37.01 -0.11 5.3 23.9
WXYZ
TFSI n 5.62 0.01 2.0 3.4 GeorgePutBal 18.73 0.02 6.7 22.1 HiYld F 7.29 0.01 4.3 13.8 EnLCGrIdxInst 12.37 -0.06 10.9 41.9 PrecMM n 13.21 0.09 9.0 -5.0 TxMCapAdml n 122.10 -0.32 7.5 33.9 500 n 220.42 -0.71 7.2 34.1 Waddell&Reed Advsrs:
TotIndex n 27.05 -0.09 6.7 32.6 GlbHlthCare p 55.97 -0.07 11.5 28.0 IntlEmg F 11.09 -0.07 16.2 3.6 EnLCVal IdxInst 9.84 -0.06 1.3 22.7 S&PIdx n 33.91 -0.11 7.1 33.6 TxMIn nr 13.32 0.17 13.9 7.7 Balanced n 32.47 0.00 4.8 22.3 AccmA 9.94 -0.01 7.3 28.7
VABond n 12.00 0.05 2.4 10.2 GlblEqty p 13.86 0.14 12.3 13.2 IntlEq F 10.61 0.11 14.0 7.9 EqIdxInst 17.70 -0.06 6.7 33.0 S&PReward n 33.93 -0.11 7.2 34.0 TxMSC nr 54.56 -0.67 -0.8 33.5 EmerMkt nr 25.63 -0.16 13.2 2.5 WilshireGlAll A p 8.47 -0.05 6.8 -6.0
Value n 35.41 -0.10 5.2 25.0 GrOpp p 27.75 -0.12 13.9 37.5 IntMuni F 11.68 0.06 3.1 7.9 Gr&IncInst 13.16 -0.03 9.0 35.3 SciTech n 25.07 0.10 19.0 58.0 USGroAdml n 85.34 -0.25 13.2 37.9 Europe n 30.13 0.48 17.6 2.2 WilshireGlAl Y r 8.57 -0.05 6.9 -5.1
Price Funds - Adv Cl: Incm p 6.89 0.00 3.0 3.8 LgCapGr F 32.18 -0.05 11.2 27.9 Gr&IncRet 13.37 -0.04 9.0 34.3 ShtT n 10.48 0.01 1.0 2.1 UtilIxAd nr 57.25 0.33 7.6 39.4 Extnd n 75.58 -0.37 4.2 25.6 BondY r 6.25 0.03 2.5 8.5
BlChip p 82.97 -0.25 15.7 44.3 IntlEq p 23.81 0.38 14.7 4.7 LgCVal F 23.15 -0.15 2.1 18.2 HgYldInst 9.86 0.01 3.0 13.4 ShtTBndA n 9.20 0.01 1.5 4.9 ValAdml n 36.91 -0.14 2.5 29.9 ExtndIstPl 186.44 -0.91 4.2 26.2 Con IncA 9.62 -0.02 4.6 12.4
CapAppA p 27.83 0.00 7.3 31.0 Inv p 24.81 -0.19 6.3 28.3 MgdVol F 17.59 -0.02 4.0 30.4 InflLkdBdInst 11.51 0.04 1.2 2.3 SmCpStk n 17.54 -0.21 -1.0 19.1 WdsrllAdml n 65.69 -0.19 5.4 24.2 FTAIWdInPl 104.65 0.92 13.9 6.4 Core InvA 6.38 -0.01 6.0 18.6
Growth p 60.93 -0.22 16.7 46.2 MultiCpGr p 82.40 -0.28 13.2 36.7 ShtGov F 10.42 0.00 0.3 2.1 IntlEqIdxInst 18.95 0.25 14.5 6.5 TarRet2020 n 13.00 0.03 5.9 12.0 WellsIAdml n 63.41 0.27 3.5 17.6 FTSESoc n 15.45 -0.07 8.3 36.9 Core InvY 6.42 -0.01 6.1 19.6
MCapGro p 81.47 0.28 11.0 39.4 NYTx p 8.52 0.04 2.8 9.9 TaxMgdLC F 22.65 -0.10 5.9 23.6 IntlEqIdxRet 19.35 0.25 14.4 5.7 TarRet2030 n 13.80 0.03 7.1 14.1 WelltnAdml n 70.20 0.07 4.7 23.5 Growth n 64.64 -0.13 13.1 37.8 Hi IncA 6.82 0.00 4.4 10.8
R2010A t 18.21 0.05 5.4 13.4 StDurInc 10.05 0.00 0.5 1.9 TaxMgdSmMdCp F 20.60 -0.18 2.4 20.0 IntlEqInst 12.08 0.12 18.0 8.7 TarRet2040 n 13.81 0.02 7.7 15.3 WndsrAdml n 73.54 -0.14 6.2 24.7 IdxITB n 11.46 0.07 2.9 9.5 HilncY p 6.82 0.00 4.5 11.6
R2020A p 21.76 0.06 7.3 17.5 TFHY 12.43 0.06 3.9 14.7 Selected Funds: IntlEqRet 12.51 0.13 17.9 7.9 TarRet2050 n 13.81 0.02 8.1 16.2 VANGUARD FDS: LTBond n 13.95 0.21 4.8 16.3 MunHiA 4.75 0.01 2.0 11.8
R2030A p 24.35 0.05 8.9 20.9 TxEx p 8.58 0.04 2.7 9.8 AmShD n 38.34 -0.03 7.1 32.1 LC2015Ret 12.05 0.01 6.0 15.9 VA Bd n 11.31 0.05 2.3 9.8 AWxUSSCInv nr 40.81 0.26 13.8 8.9 MdCpGrAdml n 50.01 0.21 10.2 30.2 NCcptA p 10.30 -0.06 9.6 18.5
R2035A 17.78 0.04 9.6 22.1 USGv p 12.97 -0.05 0.6 2.6 AmShS pn 38.24 -0.04 6.9 30.8 LC2020Ret 12.61 0.01 6.6 17.3 ValueFd n 20.91 -0.09 3.4 22.3 CAIT n 11.77 0.05 3.1 9.0 MdCpVlAdml n 52.29 -0.25 4.4 29.3 NCcptY r 11.60 -0.07 9.6 19.6
R2040A p 25.34 0.04 10.1 22.9 Putnam Funds Class C: Sentinel Group: LC2025Ret 12.87 0.00 7.2 18.5 WldGr n 30.72 0.08 12.9 20.1 CapOp nr 60.17 -0.02 11.8 45.9 MdCpVlIn n 39.74 -0.19 4.4 28.8 Sc TechA 15.38 -0.16 12.8 18.9
Ret2045-A p 17.13 0.03 10.2 23.1 CapSpec 34.85 0.14 10.8 11.8 ComS A p 43.52 -0.18 8.1 31.8 LC2030Ret 13.10 0.00 7.8 19.9 CapValue n 12.33 -0.01 2.7 5.0 MidCp n 38.32 -0.02 7.0 29.4 ScTechY r 17.34 -0.18 12.8 19.7
Ret2050-A p
SciTec p
14.37
43.29
0.02
-0.11
10.2
18.4
23.2
63.4
DivInc t
Putnam Funds Class Y:
6.91 -0.05 2.5 1.2 SmCoA p
Sequoia:
5.08 -0.05 4.7 32.0 LC2035Ret
LC2040Inst
13.46 0.00
10.41 -0.01
8.5
9.2
21.0
22.9 V Convrt n
DevMktsIndInv n
13.10
10.31
-0.06
0.13
2.9
13.8
7.0
7.3
REIT nr 27.32
RUSS2000IdxInst 208.78
0.32
-2.29
0.4
1.3
25.1
28.4
SmCapA p
VangA
16.63
10.27
-0.05
-0.02
8.6
12.6
33.0
37.1
SmCapVal p 45.23 -0.31 0.8 26.4 SequoiaFd n 172.98 -0.05 7.2 -0.8 LC2040Ret 13.81 -0.01 9.1 22.1 VALIC: DivAppIn n 36.34 -0.11 7.2 26.9 SmCap n 63.42 -0.39 3.0 26.1 Wasatch:
AR700 11.80 -0.05 3.3 9.4
TF Incom p 10.16 0.04 2.6 9.1 Sit Funds: LCIdx2020Inst 15.78 0.04 5.9 16.8 CoreBd 10.97 0.05 2.5 7.6 DivdGro n 24.93 0.01 7.0 28.8 SmGth n 40.03 -0.11 7.2 23.7 CoreGr n 61.97 -0.10 6.1 33.7
CapSpec 36.81 0.16 11.3 15.2
Price Funds - R Cl: DivGwth n 16.54 -0.03 6.4 30.6 LCIdx2025Inst 16.43 0.03 6.5 18.2 CoreVal 11.97 -0.05 3.9 30.1 DivrEq n 32.50 -0.10 8.0 29.2 SmVal n 28.83 -0.25 -0.2 28.0 IntlGr n 31.18 0.19 17.3 17.9
EqInc 22.15 -0.05 4.7 25.8
BlChipR p 80.04 -0.25 15.6 43.2 LCIdx2035Inst 17.75 0.02 7.6 21.0 FrgnVal 10.64 0.10 12.1 0.9 Energy nr 50.91 0.48 -5.1 -21.6 SmValAdml n 51.67 -0.45 -0.2 28.5 SmCapGr n 42.98 -0.36 8.0 23.1
EqSpec 40.72 0.31 12.7 8.0 US Gov n 10.93 0.01 0.7 4.3
GrowthR p 59.16 -0.21 16.6 45.1 LCIdx2040Inst 18.15 0.02 8.2 22.2 GlobEq 7.86 -0.07 17.5 4.0 EqInc n 33.86 -0.04 4.5 29.6 STBond n 10.48 0.01 1.1 3.6 WCM Focus Funds:
Incm 6.99 0.00 3.0 4.6 SoundShoreInv n 46.90 0.24 6.2 23.9
R2020R p 21.55 0.05 7.2 16.6 LrgCpGrIdxInst 25.30 -0.08 12.0 40.5 HighYdBd 7.63 0.02 4.4 12.2 Explr n 92.77 -0.66 7.2 24.5 TotBd n 10.78 0.05 2.2 7.4 WCMFocIntlGrwIns 14.34 0.13 19.0 25.5
StDurInc 10.06 0.00 0.5 2.2 Spirit of America:
R2030R p 24.15 0.05 8.8 20.0 LrgCpGrIdxRet 25.47 -0.09 11.9 39.4 HlthSci 19.25 -0.05 12.8 43.6 EXPValFd n 34.01 -0.23 1.3 23.8 TotBd2 n 10.74 0.05 2.2 7.4 Weitz Funds:
Energy Fund 4.88 0.01 1.1 NS
R2040R p 25.18 0.05 10.0 22.0 FTAlWldIn nr 19.79 0.18 13.9 5.9 TotIntl n 16.72 0.14 13.9 6.3
Ret2025-R p 16.53 0.04 8.0 18.5 R SSgA Funds:
SP500 n 34.66 -0.12 7.2 34.0
LrgCpGrInst 17.70 -0.09
LrgCpVl IdxInst 18.46 -0.05
15.0
2.4
42.3
26.2
InflPro
IntlEq
11.05
7.02
0.08
0.09
2.6
14.0
1.9
5.4 FTAlWldInAdml n 31.17 0.27 13.9 6.3 TotSt n 59.54 -0.21 6.7 32.4
PIIIOpp n 14.71
ShtDurIncInst n 12.35
0.03 2.7 4.4
0.02 1.1 5.1
Ret2035-R 17.58 0.03 9.5 21.2 LrgCpVl IdxRet 18.75 -0.04 2.3 25.2 IntlSmCpEq 17.84 0.16 18.0 21.4 GlbEq n 27.90 0.08 12.4 21.0 TtlWldIxInv nr 27.30 0.07 10.1 18.8 ValueInv n 41.94 -0.15 5.8 10.0
RBB Fund: State Farm Associate:
Ret2050-R 14.25 0.03 10.1 22.3 LrgCpVl Inst 18.44 -0.07 2.0 24.3 MidCpIdx 26.27 -0.11 3.5 30.9 GloMinVolFdAdm n 25.60 -0.05 7.3 35.7 Value n 36.91 -0.14 2.4 29.4 Wells Fargo Adv Cl A:
BPL SEqInst 20.69 -0.18 -5.3 9.0 Balan n 65.89 0.16 3.8 18.8
PRIMECAP Odyssey Fds: LrgCpVlRet 18.37 -0.06 1.9 23.4 MidCpVal 20.71 -0.06 2.5 20.2 GNMA n 10.57 0.02 1.2 7.6 VANGUARD INSTL FDS: AstAllA p p 13.69 NA NA NA
RBC Funds: Gwth n 74.51 0.21 4.7 25.3
AggGrowth nr 37.81 0.09 13.0 53.7 MdCpGrInst 21.95 0.04 11.6 24.8 SciTech 25.32 -0.03 20.0 59.1 GroInc n 43.87 -0.18 5.9 34.1 BalInst 32.48 0.00 4.9 22.8 CmStkA p p 22.79 -0.11 4.8 22.1
AccCpCommInvI 9.05 0.02 1.3 6.9 Muni n 8.71 0.04 2.6 8.4
Growth nr 32.18 0.04 12.4 46.6 MdCpVl Inst 23.57 -0.03 2.6 23.4 SmCpIdx 20.18 -0.22 1.2 27.7 HiDvdYld n 30.50 -0.05 2.5 31.1 DevMktsIndInst 13.33 0.16 13.9 7.7 IdxAstAllA 30.98 -0.04 4.4 26.2
RidgeWorth Funds: State Farm Retail:
Stock nr 28.10 -0.10 8.6 38.4 MdCpVlRet 23.43 -0.03 2.4 22.5 HlthCare nr 204.05 0.68 13.5 38.3 DevMktsInxInst 20.84 0.26 13.9 7.7
CeredexLgCpVlEqI 17.17 0.03 3.7 23.2 500IdxPremier 17.99 -0.05 7.1 31.9 SmCpVal 14.26 -0.19 -4.7 24.5 OmegaGwth 47.27 -0.23 15.7 27.0
Principal Investors: RealSecInst 15.50 0.22 4.0 28.9 HYCor nr 5.94 0.01 4.0 14.7 EmgMktInstPl 85.15 -0.54 13.3 3.2
CeredexMdCpVlEqI 14.40 -0.03 4.6 25.0 LP2020Premier 14.39 0.05 4.9 11.2 SocResp 19.35 -0.04 6.1 32.9 OpptyA 43.73 -0.10 7.4 24.1
BdMtgIn 10.94 0.04 2.6 7.9 S&P500IdxInst 26.64 -0.09 7.2 34.4 InflaPro n 13.19 0.08 1.7 3.7 EmMkInst r 25.59 -0.17 13.2 3.1
CeredexSmCpVal I 12.58 -0.22 -1.9 24.6 LP2030Premier p 15.52 0.05 6.4 14.0 StckIdx 35.99 -0.12 7.1 33.2 PremLgCoGrthA 14.67 -0.05 15.7 27.7
CapApprA p 58.79 -0.19 7.0 29.8 S&P500IdxRet 26.48 -0.08 7.1 33.4 IntlExplr n 19.64 0.26 20.3 21.3 EuroInst 29.93 0.49 17.7 2.7
GvSecUltShtBdI 10.02 0.00 0.4 1.6 LPRetrPremier p 12.98 0.05 4.3 10.0 StraBd 11.15 0.03 3.6 9.3 SpSmCpValA p p 32.56 -0.23 -1.6 29.3
DivIntlInst 12.60 0.08 14.5 10.5 ShTrmBdInst 10.35 0.00 1.1 4.1 IntlGr n 25.97 0.24 22.6 17.5 ExDurTrsInst 34.63 0.91 5.8 25.4
TotRetBd I 10.51 0.04 2.3 7.9 State Street Institu: ValUltra 14.75 -0.04 13.7 34.0 StrMunA 8.94 0.01 1.8 4.9
EqIncIA p 29.35 0.09 6.2 25.2 SmCpBl IdxInst 19.90 -0.22 1.3 28.9 IntlVal n 36.37 0.34 14.6 3.0 ExtndInst 75.55 -0.37 4.2 26.2
RiverNorth Funds: IntlEq (ICL) 12.78 0.12 11.9 5.0 Van Eck Funds: UlStMuIncA 9.58 0.00 0.6 0.4
FlIncA p 12.30 0.04 3.3 10.6 SmCpEqInst 18.62 -0.24 0.8 33.0 INSTTRF2010 21.00 0.07 3.9 NS FTAlWldIst r 98.82 0.86 13.9 6.3
RNDLIncomeI 10.61 NA NA NA SmCapEq (ICL) 19.34 -0.16 2.4 29.4 EmgMktsY 15.18 NA NA NA Wells Fargo Adv Admi:
HighYldA p 7.47 0.01 4.1 13.5 SmCpEqRet 18.20 -0.23 0.8 32.0 INSTTRF2015 21.17 0.06 5.1 NS FTScinst 15.46 -0.08 8.4 37.3
Royce Funds: StrInv (ICL) 12.45 0.02 6.6 14.9 VANGUARD ADMIRAL: Growth 42.57 -0.13 16.7 32.7
HiYld IN 9.98 0.02 3.7 10.8 SocChEqInst 17.55 -0.03 6.4 27.7 INSTTRF2020 21.36 0.06 6.1 NS GrwthInst 64.64 -0.13 13.1 38.4
Oppty I nr 13.39 -0.23 4.2 19.2 US Eq (ICL) 14.10 -0.09 8.7 29.3 400MCpIdxInst 230.10 -0.90 3.6 31.8 MdCpValAdm 36.30 0.01 1.6 28.0
InfPro IN 8.59 0.06 1.7 2.0 TIAA-CREF/Retail Cl: INSTTRF2025 21.46 0.05 6.7 NS InPrSeIn 10.55 0.07 1.8 4.1
PAMut I nr 11.16 -0.08 1.3 15.9 State Street V.I.S.: 500Adml n 220.45 -0.70 7.2 34.5 Wells Fargo Adv Cl C:
LgGrIN 9.71 -0.03 15.2 28.6 EqIdx n 18.00 -0.07 6.5 31.8 INSTTRF2030 21.52 0.05 7.3 NS InstIdx 217.50 -0.70 7.2 34.5
PremierI nr 16.60 -0.03 7.0 17.4 TR V.I.S. Cl 1 19.27 0.04 6.6 15.1 BalAdml n 32.47 0.00 4.9 22.8 AstAllC p/r t 13.23 NA NA NA
LgIndxI 16.51 -0.05 7.2 33.9 Gro&Inc n 17.35 -0.05 8.9 34.0 INSTTRF2035 21.58 0.04 7.9 NS InstPlus 217.52 -0.69 7.2 34.6
LgIndxJ tn 16.36 -0.05 7.1 32.8 SpecEqI nr 21.36 -0.51 -3.0 17.7 TR V.I.S. Cl 3 19.20 0.04 6.5 14.3 CAITAdml n 11.77 0.05 3.1 9.3 INSTTRF2040 21.63 0.03 8.5 NS Wells Fargo Adv Inst:
HighYld n 9.91 0.01 3.0 12.7 InstTStIdx 53.42 -0.19 6.7 33.0
LgValIN 12.14 -0.10 2.4 19.7 TotRet I nr 13.65 -0.13 0.0 19.8 SteelPath MLP Fds: CALTAdml n 12.07 0.08 3.4 12.8 INSTTRF2045 21.71 0.03 8.7 NS InstTStPlus 53.43 -0.19 6.7 33.1 CoreBd 12.87 0.06 2.2 8.2
IntlEq n 8.07 0.08 17.8 7.6
LT2010In 13.41 0.04 4.9 11.9 RS Funds: AlphaY 9.34 0.02 0.3 -13.2 CapOpAdml nr 138.91 -0.05 11.8 46.2 INSTTRF2050 21.72 0.03 8.7 NS ITBdInst 11.46 0.07 3.0 9.9 DJTar2020Inst R6 15.44 0.10 4.6 9.8
LrgCpGro n 17.65 -0.09 14.8 40.9
LT2020 In 13.91 0.04 6.3 15.0 CoreEqVIP 47.53 NA NA NA IncomeY 7.54 -0.01 -1.0 -12.4 CoStIxAd nr 70.02 0.37 6.6 34.9 INSTTRF2055 21.75 0.04 8.7 NS ITBdInstPI 11.46 0.07 3.0 9.9 DJTar2030Inst R6 17.31 0.07 6.1 14.9
MgdAlloc n 12.26 0.00 7.0 18.5
LT2020J tn 13.84 0.04 6.3 14.2 InvQBdVIP 12.18 NA NA NA Sel40Y 9.54 0.01 0.8 -10.2 DivAppIdxAdm n 24.65 -0.07 7.3 27.3 INSTTRF2060 21.73 0.03 8.7 NS LaCapInst 227.19 -0.68 7.4 33.8 Growth 45.12 -0.14 16.8 33.6
Tocqueville Funds:
LT2030In 14.17 0.03 7.5 17.3 Russell Funds S: SP AlphaA 9.12 0.01 0.1 -13.9 EMAdmr n 33.66 -0.21 13.2 3.1 INSTTRFINC 20.93 0.06 3.8 NS LTBdInst 13.95 0.21 4.8 16.6 MdCpVal 36.61 0.02 1.7 29.0
Gold tn 36.85 0.57 9.1 -4.8
LT2030J tn 14.13 0.03 7.5 16.4 EmerMkts n 18.31 NA NA NA SP IncomeA 7.37 -0.01 -1.0 -13.0 EnergyAd nr 46.81 0.27 -9.8 -24.2 ITIGrade n 9.81 0.05 2.8 10.2 LTBdInstPl 13.95 0.21 4.8 16.7 ShDurGovBdI 9.89 0.00 0.7 2.9
IntlVal pn 16.49 0.16 15.3 18.1
LT2040I 14.94 0.03 8.3 18.4 GblEq n 10.83 NA NA NA SP40 A 9.30 0.01 0.7 -10.9 Tortoise Capital: EnergyAdml nr 95.53 0.90 -5.1 -21.4 ITTsry n 11.23 0.05 1.9 6.4 MidCpInst 38.40 -0.02 7.1 29.9 UlStInc 8.48 0.00 0.7 3.0
LT2040J tn 14.82 0.03 8.2 17.5 IntlDvMkt n 37.62 NA NA NA SteelPthMLPSlt40 8.91 0.01 0.5 -12.8 TorMLPPipInsCl 13.94 0.05 -0.6 -10.2 EqIncAdml n 70.97 -0.08 4.5 29.9 LifeCon n 19.25 0.06 4.8 15.0 MidCpIstPl 189.40 -0.10 7.1 30.0 UlStMuInc 9.58 0.00 0.7 1.3
LT2050I 14.67 0.02 8.7 19.3 RESec n 33.76 NA NA NA Sterling Capital Fds: Touchstone Family Fd: EuropeAdml n 70.18 1.14 17.7 2.7 LifeGro n 31.16 0.06 7.9 20.7 REITInstl r 18.04 0.21 0.5 25.6 Westcore:
MdGrIII Inst 11.10 0.00 9.7 22.8 ShtDurBd n 19.18 NA NA NA MidCpValTr 18.00 -0.26 2.5 24.5 FocEqY 42.50 -0.18 4.4 26.9 ExplrAdml n 86.26 -0.61 7.3 25.0 LifeInc n 15.32 0.06 3.2 11.9 Rs1000GrwIdxInst 230.63 -0.76 12.0 40.4 PlusBd n 10.75 0.06 2.7 8.9
MdValI In 14.44 -0.02 2.7 19.8 StratBd n 10.77 NA NA NA SmCap n 83.36 -0.34 0.0 20.9 SandsCapGrI 21.93 0.02 19.8 26.1 ExtndAdml n 75.55 -0.37 4.2 26.1 LifeMod n 25.69 0.07 6.4 18.0 Rs1000Vl IdxInst 194.51 -0.50 2.4 25.9 Western Asset:
MidCpBldA 24.48 0.23 10.7 36.4 TaxExBd n 23.03 NA NA NA TotRetBdI 10.57 0.04 2.3 8.8 SandsCapGrY 15.97 0.01 19.8 25.8 GNMAAdml n 10.57 0.02 1.3 7.9 LTIGrade n 10.34 0.14 4.4 18.4 Russ1000IdxInst 211.95 -0.63 7.1 33.0 CoreBondI 12.55 NA NA NA
PreSecI 10.34 0.00 6.3 19.6 TxMngUSLgCp n 36.36 NA NA NA SelGrwth 15.34 0.02 19.8 24.9 GroIncAdml n 71.64 -0.29 5.9 34.6 LTTsry n 12.13 0.21 4.4 17.0 Russ3000Idx 211.79 -0.76 6.6 32.7 CoreBondIS 12.57 NA NA NA
PtrLGI In 13.23 -0.03 14.5 38.5 USSmCpEq n 31.47
Russell Instl I:
NA NA NA T Transamerica A: GrwthAdml n 64.64
HltClxAd nr 69.58
-0.13
-0.28
13.1
10.2
38.4
36.3
MATxEx n 10.74 0.07 3.1 10.8 SmCapInst 63.45 -0.38 3.1 26.6 CorePlusBdA 11.69
CorePlusBdI 11.70
NA
NA
NA
NA
NA
NA
PtrLV In 16.10 -0.04 4.0 26.1 AsAlCnsrv p 11.27 0.02 4.7 12.7 MgdPayFdInv n 18.14 -0.03 5.1 14.8 SmCapIstPl 183.15 -1.10 3.1 26.7
RealEstSecI 22.94 0.28 1.8 28.6 StratBd n 10.61 NA NA NA TCW Funds: AsAIGrow p 15.26 0.01 8.8 24.3 HlthCareAdml nr 86.06 0.28 13.5 38.5 MidCpGro pn 24.25 -0.03 8.3 21.5 SmGthInst 40.08 -0.11 7.2 24.2 CorePlusBdIS 11.69 NA NA NA
SAMBalA p 15.76 0.03 6.0 16.0 Russell LifePoints A: CoreFxInc n 11.01 0.04 1.9 6.6 AsAlMod p 12.25 0.02 5.8 15.0 HYCorAdml nr 5.94 0.01 4.0 15.0 MktNeuInv nr 11.77 -0.09 -5.0 3.2 SmValInst 28.88 -0.25 -0.2 28.5 IntermTermMuniA 6.44 NA NA NA
SAMBalC t 15.53 0.03 5.7 13.4 BalStrat p 11.36 NA NA NA EmMktInc n 8.46 -0.05 6.3 13.8 AsAlModGr p 13.62 0.02 7.2 19.1 InfProAd 25.89 0.16 1.7 4.0 Morg n 27.55 -0.05 13.0 38.7 STBdIdxInstPl 10.48 0.01 1.1 4.0 IntermTermMuniC 6.45 NA NA NA
SAMGrA p 17.80 0.01 7.5 18.5 GwthStrat p 12.41 NA NA NA SelEqtyI n 27.62 -0.18 16.5 36.0 Balanced 26.64 -0.03 5.3 21.1 InfTechIdx n 72.48 -0.44 16.9 61.5 MuHY n 11.24 0.06 3.6 13.1 STBDInst 10.48 0.01 1.1 3.9 IntermTermMuniI 6.44 NA NA NA
SGI In 12.64 -0.05 8.2 31.0 Russell LifePoints C: TotRetBondI n 10.00 0.05 2.1 7.3 Transamerica C: IntlGrAdml n 82.55 0.75 22.6 18.0 MuInt n 14.15 0.06 2.9 8.6 STCorpIxInst p 26.65 0.05 1.7 6.0 ManagedMuniA 16.32 NA NA NA
SmCVII IN 12.66 -0.14 -3.4 24.1 BalStrat p 11.15 NA NA NA TCW Funds N: AsAlGrow t 14.82 0.01 8.5 21.6 ITBondAdml n 11.46 0.07 3.0 9.8 MuLong n 11.58 0.07 3.1 12.0 STIGradeInst 10.69 0.01 1.4 6.0 ManagedMuniC 16.33 NA NA NA
SmIndxI 25.37 -0.31 -0.7 33.0 Rydex Investor Class: TotRetBdN pn 10.31 0.05 1.9 6.3 AsAlMod t 12.20 0.02 5.4 12.6 ITCorpIx 23.59 0.16 3.5 12.2 MuLtd n 10.99 0.02 2.0 3.8 STIPSIxins 24.79 0.04 0.6 0.8 ManagedMuniI 16.34 NA NA NA
StrGrw A p 19.59 0.01 8.4 19.6 NasdaqInv n 31.90 -0.18 16.2 56.3 Templeton Class A: AsAlModGr t 13.57 0.01 6.9 16.5 ITGovIX 21.90 0.09 1.9 6.5 MuSht n 15.80 0.01 0.9 1.9 TotBdInst 10.78 0.05 2.2 7.8 ShortDurMuniC 5.09 NA NA NA
Prudential Cl A: TGlTotRA 12.18 -0.43 2.0 3.8 Trust for Professional Ma: ITIGradeAdml n 9.81 0.05 2.9 10.6 OHLTte n 12.53 0.07 3.0 12.5 TotBdInst2 10.74 0.05 2.2 7.6 TotalRetUnconI 10.55 NA NA NA
2020FcA
BlendA
15.37
20.24
-0.05
-0.08
10.3
7.9
26.3
23.7
S Templeton Instit:
IntlEqSer Primar 21.08 0.20 13.0 1.1
PMCDiversfdEqty n 25.68 -0.06 7.6 15.6 ITsryAdml n
LarCapAd
11.23
55.20
0.05
-0.16
1.9
7.4
6.8
33.7
PrecMtlsMing nr
Primcp nr
10.30
116.43
0.28
-0.39
9.6
10.8
-2.7
42.6
TotBdInstPl 10.78
TotIntBdIdxInst 32.66
0.05
0.10
2.2
0.8
7.8
12.4
Westwood:
IncomeOppI 15.34 -0.02 4.4 12.9
PerfTrstStratBdF n 22.62 0.10 3.3 15.5
Growth 32.63 -0.13 16.1 42.7 Schroder Funds: Third Avenue: SmeadValueInstl 41.51 -0.04 6.6 26.6 LTGradeAdml n 10.34 0.14 4.5 18.8 PrmcpCor n 24.42 -0.04 10.1 41.4 TotIntlInstIdx r 111.81 0.94 13.9 6.5 Wilmington Funds:
HiYldA 5.58 0.02 4.8 15.5 NAmerEqInv n 15.68 -0.09 5.2 30.3 REVal Inst nr 32.60 -0.03 9.1 17.2 Tweedy Browne Fds: LTsryAdml n 12.13 0.21 4.4 17.4 SelValu nr 30.36 -0.07 5.5 23.2 TotItlInstPlId r 111.83 0.94 13.9 6.6 LgCpStrInst 19.66 -0.06 7.1 33.7
HlthSci 40.86 0.00 13.8 38.1 Schwab Funds: ValueInst n 53.34 -0.07 5.9 12.5 GblValue n 27.77 0.12 10.9 12.7 MidCpAdml n 173.84 -0.10 7.0 29.9 STAR n 25.57 0.07 8.0 19.9 TotStInst 59.57 -0.21 6.7 32.9 Wm Blair Funds Cl I:
MdCpGrA 36.31 -0.07 10.0 21.9 1000 Inv nr 57.42 -0.16 7.1 32.4 Thompson IM Fds,Inc: Value n 22.44 0.14 7.8 10.4 MorgAdml n 85.35 -0.15 13.1 39.1 STFed n 10.70 0.00 0.6 2.9 TtlWrldIxInst p 136.79 0.33 10.1 19.1 IntlGthI r 27.85 0.15 14.0 9.5
NatlMuA 14.89 0.07 2.6 8.9 CoreEq n 22.18 -0.07 8.6 31.0 Bond n 11.48 0.03 3.0 8.4 MuHYAdml n 11.24 0.06 3.6 13.4 STIGrade n 10.69 0.01 1.4 5.5 TxMCaInst r 60.68 -0.15 7.5 34.1 SmCapValI 20.16 -0.36 -2.5 25.0
SmallCoA p
STCorpBd
24.25
11.07
-0.02
0.01
7.1
1.5
27.6
4.7
DivEqSel n
FunIntlLgInst nr
15.99
8.84
-0.06
0.14
2.6
11.9
19.6
3.7
Thornburg Fds:
IncBuildA t 20.95 0.06 6.3 9.3
U MuIntAdml n
MuLTAdml n 11.58
14.15 0.06
0.07
3.0
3.2
8.9
12.3
STIPSixInv n
StratgcEq n
24.76
32.96
0.04
-0.24
0.5
1.8
0.4
29.7
ValueInst
Victory Funds:
36.91 -0.14 2.5 30.0 SmMidI r
Wm Blair Funds Cl N:
22.38 -0.13 11.8 39.4
TRBd p 14.45 0.08 3.3 10.3 FunUSLgInst nr 15.70 -0.06 3.1 26.5 IncBuildC p 20.94 0.07 6.1 7.0 Ultimus: MuLtdAdml n 10.99 0.02 2.0 4.1 StrSmCpEqInv n 34.41 -0.34 -0.3 27.4 EstValA 36.97 NA NA NA IntlGthN n 27.18 0.14 13.9 8.5
Utility 13.82 0.09 7.4 17.7 HlthCare n 23.76 -0.03 9.8 30.9 IntVal I 27.08 0.34 14.6 18.9 LyricalUSVlEqI n 17.67 -0.22 7.6 25.1 MuShtAdml n 15.80 0.01 0.9 2.2 STTsry n 10.65 0.00 0.5 2.3 EstValI 36.99 NA NA NA Wm Blair Funds Inst:
Prudential Cl C: IntI Sel nr 19.59 0.25 14.4 5.8 IntValA p 26.37 0.33 14.4 17.6 UM Funds: NJLTAdml n 11.90 0.07 3.3 10.6 TgtRe2010 n 26.32 0.08 3.9 12.4 EstValR p 36.53 NA NA NA EmgMktGth 13.47 -0.11 20.5 3.8
EqInc 14.51 -0.11 3.3 9.1 IntlMstr S r nr 24.19 0.23 16.6 11.0 LtdTIn 13.44 0.02 1.4 5.8 BehavVal 64.95 -0.63 0.6 30.8 NYLTAdml n 11.75 0.06 3.1 12.4 TgtRe2015 n 15.24 0.04 5.0 15.1 SmCoOppA 43.10 NA NA NA IntlGth 16.59 0.09 14.0 9.9
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, May 19, 2017 Aberdeen Latin Amer Eq (LAQ) ........ A 25.76 23.49 8.8 30.5
General Equity Funds Whos Next? Potential political scandals unfolding in the U.S. and Brazil spooked Aberdeen Singapore (SGF) .............
AlpineGlobDynamicDiv (AGD)-a ......
N 12.52 11.08
N 11.05 10.03
11.5
9.2
27.3
30.3
Adams Diversified Equity (ADX) ...... N 16.61 14.04 15.5 21.2
AdvntClymrEnhG&I (LCM) .............
Boulder Growth & Income (BIF) ......
N
N
9.24
11.32
8.70
9.36

5.8
17.3
18.9
24.2
investors, who exited equity markets causing the Herzfeld Average and the Dow to AlpineTotalDynDivFun (AOD)-a ........
AsiaPacFd (APB) ............................
N 9.60 8.54
N 13.22 12.17
11.0
7.9
26.9
35.2
Central Secs (CET)-c ........................ A 29.75 24.87 16.4 33.0 fall 0.97% and 1.22%, respectively, in the week through Thursday. Asia Tigers (GRR) ........................... N 12.92 12.11 6.3 38.7
CohenStrsCEOppFd (FOF)-a ............ N 13.70 13.00 5.1 28.9 Calamos GloDynInc (CHW) ............. N 8.81 8.26 6.2 33.3
Cornerstone Str Val (CLM) .............. A 13.15 16.60 + 26.2 31.0 Net Asset Value* CalamosGlbTotRet (CGO) ............... N 12.72 NA NA NA
Cornerstone Total Return (CRF) ...... A 12.79 16.63 + 30.0 31.5 35500 Cdn Genl Inv (CGI)-y ........................ T 29.92 22.00 26.5 29.2
Eagle Capital Growth (GRF)-c ........... A 8.53 7.58 11.1 0.1 39200 Cdn Wrld Fd Ltd (T.CWF)-y ............... T 8.77 5.66 35.5 NA
EVTxAdvDivIncm (EVT) .................. N 22.19 21.59 2.7 17.2 Central Europe Russ & Tu (CEE) ...... N 24.85 21.99 11.5 25.2
Engex (EXGI) .................................. O 9.60 8.00 16.7 60.0
32400 37250 China (CHN) ................................... N 19.83 17.85 10.0 35.3
Equus II (EQS) ................................ N 2.83 NA 66.4 CloughGlobDivandInc (GLV)-a ........ A 14.36 13.40 6.7 28.7
Foxby Corp (FXBY) ......................... O 2.73 1.85 32.2 18.4 CloughGlobalEquity (GLQ)-a ............ A 13.54 12.49 7.8 30.6
GabelliDiv&IncTr (GDV) ................. N 22.80 21.33 6.4 23.9 *Herzfeld 35300 CloughGlobalOpprty (GLO)-a ........... A 11.43 10.45 8.6 25.5
Gabelli Equity Tr (GAB)-h ................. N 6.15 6.07 1.3 23.7 Delaware Enh Gl Div & In (DEX) ....... N 12.54 11.37 9.3 29.9
GeneralAmer (GAM) ....................... N 40.13 33.73 15.9 22.7 Closed-End 29300 33350 EV TxAdvGlbDivInc (ETG) ............... N 17.81 16.66 6.5 25.6
GuggenhEnhEq (GPM) ................... N 8.65 8.22 5.0 24.7 Average EtnVncTxAdvOpp (ETO) ................. N 23.94 24.17 + 1.0 27.6
JHancockTaxAdvDiv (HTD) ............ N 26.15 25.41 2.8 15.5 31400 Economic Inv Tr (EVT.T)-cy .............. T 150.96 110.50 26.8 18.5
Librty AllStr Eq (USA) ..................... N 6.40 5.51 13.9 23.5 3Q 4Q 1Q 2Q European Equity Fund Inc (EEA)-a .... N 10.12 NA NA NA
Librty AllStr Gr (ASG) ...................... N 5.14 4.69 8.8 27.8 26200 FirstTrAbEmergOp (FEO) ................ N 17.64 16.30 7.6 29.6
NuvTaxAdvTRStrat (JTA) ............... N 13.65 12.64 7.4 21.7 % Disc/Prem From Net Asset Value* FirstTr Dyn Euro Eq Inc (FDEU) ....... N 20.00 18.88 5.6 31.6
Royce Micro-Cap Tr (RMT) ............. N 9.65 8.55 11.4 28.3 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 13.71 11.72 14.5 13.6
Royce Value Trust (RVT) ................. N 16.18 14.38 11.1 34.0 -7 Gabelli Multimedia (GGT)-h ............. N 8.96 8.50 5.1 33.6
Source Capital (SOR) ...................... N 42.97 38.11 11.3 8.4 23100 -8 GDL Fund (GDL) ............................. N 11.84 9.97 15.8 6.6
Special Opportunities (SPE) ............ N 16.50 14.77 10.5 16.8 Herzfeld Caribb (CUBA) .................. O 7.97 7.00 12.2 10.9
Sprott Focus Trust (FUND) .............. O 8.55 7.62 10.9 30.9 -9 India Fund (IFN) .............................. N 30.10 26.82 10.9 26.7
Tri-Continental (TY) ........................ N 27.29 23.65 13.3 23.0 J Han Hdgd Ety & Inc (HEQ) ............ N 17.72 16.89 4.7 24.8
Specialized Equity Funds 20000 -10 JHancockTaxAdv Gl Sh Yld (HTY) ... N 9.06 9.50 + 4.9 4.6
Adams Natural Resources (PEO) .... N 22.20 19.20 13.5 8.1
Dow Industrials
-11 Japan Smaller Cap (JOF) ................. N 12.61 11.29 10.5 28.4
GI NFJ DivInt&PremStr (NFJ) ......... N 14.56 13.20 9.3 18.2 JPMorgan China Region (JFC) ........ N 19.82 NA 43.4
AlpineGlbPremProp (AWP)-a .......... N 6.97 6.07 12.9 25.0 -12 Korea Equity (KEF) .......................... N 9.52 9.44 0.8 28.6
ASA Gold & Prec Met Ltd (ASA) ....... N 13.71 12.16 11.3 2.5 16900 -13 Korea (KF) ......................................
LatAmDiscy (LDF) ..........................
N 43.72 40.84
N 11.81 10.57
6.6
10.5
35.2
24.7
BR Enh C&I (CII) ............................. N 15.62 14.59 6.6 19.5 3Q 16 4Q 16 1Q 17 2Q 17 3Q 16 4Q 16 1Q 17 2Q 17
BlackRock Energy & Res (BGR) ...... N 14.81 13.59 8.2 6.2 LazardGlbTotRetInc (LGI) ............... N 17.74 15.86 10.6 35.7
BlackRock Eq Enh Div (BDJ) ........... N 9.29 8.61 7.3 22.3 LazardWorldDiv&IncFd (LOR) ........ N 11.98 10.85 9.4 30.9
BlackRock Gl Opps Equity (BOE) ..... N 14.31 13.12 8.3 20.9 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in MexicoEqandIncmFd (MXE) ........... N 12.44 10.95 12.0 0.8
BlackRock Hlth Sciences (BME) ...... N 33.87 34.51 + 1.9 0.3 American equities. The net assest value is a weighted average of the funds' NAVs. *The net asset value and % discount/premium Mexico (MXF) ................................. N 18.65 16.63 10.8 4.8
BlkRckIntlGwth&IncTr (BGY) ......... N 6.73 6.27 6.8 18.6 Miller/Howard High Inc E (HIE) ....... N 13.16 13.48 + 2.4 32.9
BlackRock Res & Comm (BCX) ....... N 9.40 8.40 10.7 21.0
charts lag the market by one week. Source: Thomas J. Herzfeld Advisors Inc., Miami. 305-271-1900/www.herzfeld.com MS Asia (APF) ................................ N 18.51 16.18 12.6 26.4
BlackRock Sci&Tech Trust (BST) .... N 23.76 22.36 5.9 48.8 MS ChinaShrFd (CAF)-J ................... N 23.43 20.68 11.7 27.5
BlackRock Util & Infr (BUI) .............. N 20.60 20.45 0.7 22.7 52 Week 52 Week MS EmgMkt (MSF) ......................... N 17.93 16.06 10.4 27.7
Brookfield Gl Lsd Infr (INF)-a ............ N 15.35 13.77 10.3 24.9 Stock Market Prem Market Stock Market Prem Market MS India (IIF) .................................. N 36.53 32.83 10.1 34.8
CBRE ClrnGlbRlEst (IGR)-a .............. A 8.60 7.45 13.4 4.4 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return New Germany (GF) ......................... N 18.40 16.38 11.0 28.5
Center Coast MLP & Infra (CEN) ...... N 11.76 NA NA NA New Ireland (IRL) ........................... N 15.26 13.52 11.4 10.0
Centrl Fd Canada (CEF) ................... A 13.35 12.59 5.7 1.7 Goldman Sachs MLP&En Ren (GER)-a N 7.91 7.91 + 0.0 26.2 CohenStrsLtdDurPref&Inc (LDP)-a . N 26.75 26.24 1.9 20.3 RENN Fund (RCG) .......................... A 1.43 1.27 11.2 8.5
ClearBridge Amer Engy ML (CBA)-a . N 9.31 NA 22.3 J Han Finl Opptys (BTO) .................. N 33.34 34.33 + 3.0 41.0 CohenStrsSelPref&Income (PSF)-a . N 27.33 27.69 + 1.3 17.6 Royce Global Value Trust (RGT) ...... N 10.86 9.31 14.3 27.1
ClearBridge Energy MLP (CEM)-a .... N 16.01 NA 11.3 Kayne Anderson Enrgy Dev (KED) ... N 19.27 18.55 3.7 6.5 Del Div & Inc (DDF) ......................... N 11.32 10.31 8.9 14.5 Swiss Helvetia (SWZ) ..................... N 13.86 12.37 10.8 25.5
CLEARBRIDGE ENGY MLP OPP (EMO)-a N 13.13 NA 15.1 KayneEnrgyTotRtn (KYE) ............... N 12.37 11.56 6.5 26.5 Dividend & Income (DNI) ................ N 14.71 12.14 17.5 19.6 Taiwan (TWN) ................................ N 21.17 19.40 8.4 38.4
CLEARBRIDGE ENGY MLP TR (CTR)-a N 13.09 NA 16.4 KayneMLPInvestmentCo (KYN)-C ... N 19.27 19.28 + 0.1 13.2 Eagle Gr and Inc Opps (EGIF)-a ........ N 19.54 17.00 13.0 11.9 Templeton Dragon (TDF) ................ N 21.81 19.40 11.0 30.5
ChnStrGlbIncBldr (INB)-a ................ N 10.33 9.36 9.4 20.8 KayneMidstream/Energy (KMF) ...... N 16.66 15.58 6.5 28.3 FirstTrIntDurPref&Inc (FPF) ........... N 24.53 24.33 0.8 15.6 Templeton Em Mkt (EMF) ............... N 16.54 14.90 9.9 46.4
ChnStrInfr (UTF)-a ........................... N 24.60 22.61 8.1 28.4 MacquarieGlbIInfraTR (MGU) ......... N 27.17 24.09 11.3 24.8 FlrtyPfd Income (PFD)-a .................. N 14.17 15.35 + 8.3 13.6 ThaiFd (TTF) ................................... N 9.78 8.68 11.2 26.4
Macquarie/FirstTr Gl (MFD) ............ N 14.02 13.28 5.3 18.8 FFlrtyPfdIncomeOp (PFO)-a ............. N 11.80 12.47 + 5.7 13.3
COHEN & STEERS MLP INC&E (MIE)-a N 12.25 11.31 7.7 25.6 TurkishFd (TKF) .............................. N 9.34 9.17 1.8 14.5
Cohen&SteersQualInc (RQI)-a ......... N 13.33 12.27 8.0 11.6 Madison CovCall & Eq Str (MCN) .... N 8.39 7.89 6.0 14.8 Flrty&CrmneDynPfd&Inc (DFP)-a .... N 26.00 25.32 2.6 14.1 United Corps Ltd (UNC.T)-cy ............ T 137.21 102.19 25.5 10.6
CohenStrsREITPref (RNP)-a ............ N 22.29 19.86 10.9 15.0 MdsnStrSectPrem (MSP) ............... N 12.50 12.05 3.6 16.5 Flrty&CrmnePfdSec (FFC)-a ............ N 20.06 21.36 + 6.5 12.6 VirtusTotalRetFd (ZF) ..................... N 13.16 11.73 10.9 17.7
Cohen&Steers TotRet (RFI)-a .......... N 13.29 12.58 5.3 6.8 Neuberger Berman MLP Inc (NML) . N 10.77 9.70 9.9 33.2 Flrty&CrmneTotRet (FLC)-a ............. N 21.39 21.80 + 1.9 12.0 Voya Em Mkts Hi Div Eqty (IHD) ...... N 9.46 8.81 6.9 40.5
Columbia Sel Prm Tech Gr (STK) ..... N 20.50 22.44 + 9.5 58.5 NubrgrRlEstSec (NRO) ................... A 5.79 5.19 10.4 9.3 Gabelli Go Anywhere Tr (GGO) ........ N 18.74 16.70 10.9 NS Voya Infr Indus & Matr (IDE) ........... N 15.84 14.88 6.1 37.1
Cushing Energy Income (SRF)-a ...... N 10.69 9.14 14.5 1.5 Nuv Dow 30 Dyn Overwrite (DIAX) .. N 17.13 16.13 5.8 23.6 JHanPrefInc (HPI) .......................... N 21.75 21.55 0.9 6.6 Wells Fargo Gl Div Oppty (EOD) ....... N 6.25 NA 16.2
CushingMLPTotRet (SRV)-d ............ N 14.93 13.22 11.5 19.7 Nuv AC Engy MLP Opps (JMLP) ...... N 9.58 9.78 + 2.1 18.7 JHPrefIncII (HPF) ........................... N 21.49 21.56 + 0.3 9.0 12 mos
Cushing Renaissance (SZC) ............ N 19.45 18.04 7.2 29.8 NuvCorEqAlpha (JCE) ..................... N 15.31 14.46 5.6 15.7 HnckJPfdInco III (HPS) .................. N 19.16 18.61 2.9 7.9
Divrsified Real Asst Inc (DRA) ......... N 19.25 17.20 10.6 15.3 NuveenDiversDiv&Inc (JDD) .......... N 12.86 12.39 3.7 25.1 J Han Prm (PDT) ............................. N 16.01 16.48 + 2.9 16.1 Stock Market Prem Yield
DNP Select Income (DNP) .............. N 9.88 11.02 + 11.5 17.4 Nuveen Engy MLP Tot Rtn (JMF) ..... N 13.15 13.36 + 1.6 20.3 LMP CapInco (SCD) ........................ N 14.18 NA 24.3 Fund Name (Symbol) Exch NAV Price /Disc 04/28/17
Duff&Ph Glbl Util Inc Fd (DPG) ........ N 18.74 16.73 10.7 12.9 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 21.31 21.86 + 2.6 32.8 NuvFlexInvIncome (JPW) ............... N 18.52 17.39 6.1 23.0
Duff&Ph Sel Engy MLP Fd (DSE) ..... N 7.27 7.58 + 4.3 11.9 Nuv Real Est (JRS) .......................... A 11.31 11.29 0.2 14.7 Nuveen Pref & I 2022 Trm (JPT) ...... N 25.12 25.04 0.3 NS U.S. Mortgage Bond Funds
EtnVncEqtyInc (EOI) ....................... N 14.13 13.34 5.6 11.9 Nuveen Rl Asst Inc & Gro (JRI) ........ N 19.25 17.25 10.4 19.7 Nuveen Pref & Inc Term (JPI) .......... N 25.37 24.67 2.8 13.6 BlckRk Income (BKT) ...................... N 6.76 6.28 7.1 5.1
EtnVncEqtyIncoII (EOS) ................. N 14.92 14.35 3.8 21.0 NuvS&P500DynOvFd (SPXX) ......... N 15.33 NA 22.9 Nuveen Pref Inc Opp (JPC) .............. N 10.64 10.13 4.8 13.2 First Trust Mtge Inc (FMY) .............. N 15.49 14.05 9.3 5.7
EVRskMnDvsEqInc (ETJ) ............... N 10.00 9.31 6.9 7.2 NuvSP500BuyIncFd (BXMX) .......... N 13.99 13.91 0.6 19.2 Nuveen Fd (JPS) ............................. N 10.13 9.98 1.5 19.5 Nuveen Mtge Oppty Term (JLS) ...... N 26.08 25.22 3.3 5.4
ETnVncTxMgdBuyWrtInc (ETB) ..... N 15.94 16.57 + 4.0 8.1 PIMGlbStkPI (PGP) ........................ N 19.26 NA 20.5 Nuveen TxAdvDivGr (JTD) .............. N 16.79 15.83 5.7 21.7 Nuveen Mtge Oppty Term 2 (JMT) ... N 25.09 24.00 4.3 5.6
EtnVncTxMgdBuyWrtOpp (ETV) ..... N 14.45 15.56 + 7.7 14.5 PREDEX (PRDEX) ........................... N 25.23 NA NA NS RiverNorth DL Str Oppty (OPP) ....... N 18.90 NA NS Nuveen Multi-Market Inc (JMM)-c ... N 8.15 7.47 8.3 5.7
EvTxMnDvsEqInc (ETY) ................. N 11.73 11.38 3.0 19.9 Principal Real Est Inc (PGZ)-a .......... N 19.23 17.46 9.2 16.6 RiverNorth Opportunities (RIV)-a .... N 20.68 19.85 4.0 20.1 Westn Asst Mtge Def Opp (DMO)-a .. N 24.87 NA 12.0
EtnVncTxMgdGlbB (ETW) .............. N 11.39 11.47 + 0.7 22.1 ReavesUtilityIncome (UTG)-a .......... A 33.73 34.63 + 2.7 28.9 TCW Strat Income (TSI) .................. N 5.52 NA 10.2 Investment Grade Bond Funds
EVTxMnGblDvEqInc (EXG) ............. N 9.42 9.06 3.8 15.8 Resource RE Div Inc:D (N/A) ........... 10.32 NA NA NA Virtus Global Div & Inc (ZTR) .......... N 12.78 12.29 3.8 20.3 BlRck Core Bond (BHK) .................. N 14.62 13.75 6.0 5.7
FiducClayMLPOppty (FMO) ............ N 14.28 14.50 + 1.5 27.6 Resource RE Div Inc:T (N/A) ........... 10.14 NA NA NA Convertible Sec's. Funds BR Credit Alloc Inc (BTZ) ................. N 14.71 13.31 9.5 6.5
First Trust Energy Inc G (FEN) ......... A 25.11 26.38 + 5.1 19.3 Resource RE Div Inc:U (N/A) ........... 10.18 NA NA NA AdvntClymrFd (AVK) ...................... N 17.16 15.73 8.3 26.7 BR Enhcd Govt (EGF) ...................... N 14.03 13.28 5.3 3.8
First Tr Enhanced Eq (FFA) .............. N 15.96 14.64 8.3 23.0 RMRRealEstInc (RIF) ..................... A 25.35 21.12 16.7 16.8 Advent Clay Conv Secs (AGC) ......... N 6.69 6.13 8.4 24.7 Insight Select Income (INSI) ........... N 20.97 19.74 5.9 3.3
First Tr Specialty Fn (FGB) ............... N 7.13 7.45 + 4.5 33.3 Salient Midstream & MLP (SMM)-a .. N 13.58 12.77 6.0 30.6 GI Conv & Inc (NCV) ....................... N 6.72 6.90 + 2.7 33.8 InvescoBond (VBF) ......................... N 20.21 19.58 3.1 4.4
FirstTrEnergyInfra (FIF) .................. N 19.58 18.36 6.2 16.9 Tekla Health Inv (HQH) .................... N 24.94 24.82 0.5 7.8 AGI Conv & Inc II (NCZ) ................... N 6.02 6.02 + 0.0 33.4 J Han Income (JHS) ........................ N 15.52 14.47 6.8 5.9
FirstTrMLPEner&Inc (FEI) .............. N 15.40 16.15 + 4.9 18.7 Tekla Healthcare Opps (THQ)-a ........ N 18.62 17.09 8.2 15.3 AGI Dvs Inc & Conv (ACV) ............... N 21.77 20.43 6.2 30.9 MFS Govt Mkts (MGF)-a ................... N 5.24 4.92 6.1 8.0
Gab Gl Util & Inc (GLU)-h ................. A 21.50 18.70 13.0 14.6 Tekla Life Sciences Inv (HQL) .......... N 20.33 20.35 + 0.1 24.4 AGI Eqty & Conv Inc (NIE) ............... N 21.88 19.68 10.1 19.5 MFS Intmdt (MIN)-a ........................ N 4.59 4.32 5.9 9.0
Gabelli Healthcare (GRX)-h .............. N 11.62 10.35 10.9 6.6 Tekla World Healthcare (THW)-a ...... N 15.19 14.40 5.2 14.0 Bancroft Fund Ltd (BCV) ................. A 23.44 21.28 9.2 25.7 MS Income Secs (ICB)-a .................. N 19.31 18.09 6.3 4.1
Gab Utility (GUT)-h .......................... N 5.42 6.76 + 24.7 16.4 Tortoise Energy Ind (NDP) .............. N 15.21 15.98 + 5.1 30.8 CalamosConvHi (CHY) ................... N 11.65 11.42 2.0 26.1 Western Asset Income (PAI)-a ......... N NA 14.53 NA 4.7
GAMCOGlGold&NatRes (GGN) ....... A 5.65 5.72 + 1.2 3.1 Tortoise Enrgy Infra Crp (TYG) ........ N 30.24 34.68 + 14.7 24.6 CalmosConvOp (CHI) ..................... N 11.06 10.90 1.4 27.7 WesternAssetPremBd (WEA)-a ....... N NA 13.62 NA 7.1
GAMCO NR GLD & INC TR (GNT) .... N 7.20 7.09 1.5 9.6 Tortoise MLP (NTG) ........................ N 19.91 20.46 + 2.8 20.4 Ellsworth G&I Fund Ltd (ECF) .......... A 9.94 8.77 11.8 22.0 InfLnkOpp&Income (WIW) ............. N NA 11.09 NA 3.2
Goldman Sachs MLP IncOpp (GMZ)-a N 10.72 10.28 4.1 19.5 Tortoise Pipelne & Enrgy (TTP) ....... N 22.54 21.48 4.7 29.1 Gabelli Conv Sec (GCV) ................... N 5.49 5.04 8.2 23.2 InfLnkSec&Income (WIA) .............. N NA 11.31 NA 2.6
Tortoise Pwr & Engy Infr (TPZ) ....... N 23.98 22.56 5.9 26.6 PutnamHiIncBd (PCF) .................... N 9.39 8.71 7.2 20.2 Westn Asst IG Def Opp Tr (IGI)-a ...... N NA 20.84 NA 5.2
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Voya Asia Pac Hi Div Eq (IAE) .......... N 11.23 10.02 10.8 31.8 World Equity Funds Loan Participation Funds
NAV is as of Thursdays close. d-NAV is as of Wednesdays close. Voya Gl Adv & Prem Opp (IGA) ........ N 11.70 10.67 8.8 21.8 AbrdnAusEq (IAF) ........................... A 6.31 5.90 6.5 15.6 Apollo Senior Floating (AFT)-a ......... N 18.11 17.25 4.7 7.0
e-NAV assumes rights offering is fully subscribed. f-Rights offering Voya Gl Eq Div & Prem Op (IGD) ...... N 8.15 7.47 8.3 22.5 Aberdeen Chile (CH) ....................... A 8.08 7.14 11.6 22.9 BRDefinedOppCreditTr (BHL) ........ N 13.77 13.69 0.6 4.9
Voya Itl Hi Div Eqty Inc (IID) ............ N 7.05 7.16 + 1.6 28.5 Aberdeen EM SmCo Opptys (ABE) .. A 15.15 13.81 8.8 19.8 BR F/R Inc Str (FRA) ....................... N 14.99 14.37 4.1 5.6
in process. g-Rights offering announced. h-Lipper data has been ad- Voya Nat Res Eq Inc (IRR) ............... N 6.50 6.31 2.9 22.5 AberdeenGreaterChina (GCH) ......... N 12.18 10.88 10.7 35.7 BlackRock Floatng Rt Inc (BGT) ...... N 14.48 14.36 0.8 5.2
justed for rights offering. j-Rights offering has expired, but Lipper Wells Fargo Ut & Hi Inc (ERH)-a ....... A 13.25 NA 8.9 Aberdeen Indonesia (IF) .................. A 8.27 NA NA NA Blackstone / GSO Strat (BGB)-a ........ N 17.06 16.21 5.0 8.2
data not yet adjusted. l-NAV as of previous day. o-Tender offer in Income & Preferred Stock Funds ISL (ISL) ......................................... A 21.35 18.36 14.0 15.3 Blackstone/GSO LS Cr Inc (BGX)-a ... N 17.20 16.54 3.8 8.7
process. Source: Lipper CalamosStratTot (CSQ) .................. N 12.14 11.52 5.1 31.2 Aberdeen Japan Equity (JEQ) .......... N 9.43 8.37 11.2 14.8 Blackstone/GSO Sr Flt Rt (BSL)-a ..... N 17.66 18.10 + 2.5 6.3
TOP RETAIL MONEY FUND YIELDS

(10 Highest 7-Day Compound Yields for Period Ended May 16, 2017)
Government Money Funds Prime Money Funds Tax-Free Money Funds
7-Day Yields 7-Day Yields 7-Day Yields
Simple Compound Telephone # Simple Compound Telephone # Simple Compound Telephone #
Vanguard Federal MMF 0.70% 0.70% (800) 662-7447 Fidelity Inv Money Market/Instit kh 1.10% 1.11% (800) 544-6666 Federated Muni Oblig Fund/Wealth kh 0.74% 0.74% (800) 341-7400
Gabelli US Treasury MMF/Cl AAA k 0.69 0.69 (800) 422-3554 BlackRock MMP/Instit Cl k h 1.00 1.00 (800) 441-7762 Northern Municipal MMF k 0.74 0.74 (800) 595-9111
Vanguard Treasury MMF h 0.69 0.69 (800) 662-7447 Federated Prime Cash Oblig/Wealthk h 1.00 1.00 (800) 245-0242 Vanguard Municipal MMF/Investor 0.69 0.69 (800) 662-7447
Deutsche Gov&Agy/Deutsche G&A MF k 0.65 0.65 (800) 730-1313 JPMorgan Liquid Assets MMF/Capitalk h 1.00 1.00 (800) 480-4111 Fidelity Inv Tax-Exempt/Cl I k h 0.67 0.67 (800) 544-6666
PNC Government MMF/Cl A k 0.63 0.63 (800) 622-3863 Invesco Premier Portfolio/Inst k h 0.97 0.97 (800) 525-8085 Federated T-F Oblig Fund/Wealth kh 0.66 0.66 (800) 341-7400
Payden Cash Reserves MMF k 0.58 0.58 (800) 572-9336 Vanguard Prime MMF/Investor k 0.96 0.96 (800) 662-7447 Vanguard NY Muni MMF 0.66 0.66 (800) 662-7447
PNC Treasury MMF/Cl A k 0.57 0.57 (800) 622-3863 First Amer Retail Prime Obligs/ClZ k h 0.92 0.92 (800) 677-3863 Vanguard CA Muni MMF 0.65 0.65 (800) 662-7447
PIMCO Govt MMF/Cl A k 0.52 0.52 (800) 426-0107 Schwab Value Adv MF/Ultra k h 0.92 0.92 (800) 435-4000 BlackRock Liquidity:MuniFund Instk h 0.64 0.64 (800) 821-7432
Ready Assets US Treasury MF k 0.49 0.49 (800) 637-7455 Northern MMF k 0.84 0.84 (800) 595-9111 Federated NY Muni Cash Tr/Wealth k 0.63 0.63 (800) 341-7400
Schwab Treas Obligs MF/Value Adv k 0.48 0.48 (800) 435-4000 Fidelity Money Market Fund 0.81 0.81 (800) 544-6666 First Amer Retail T-F Oblig/Cl Z kh 0.63 0.63 (800) 677-3863
iMoneyNet MONEY FUND iMoneyNet MONEY FUND iMoneyNet MONEY FUND

AVERAGETM/GOVT 0.20% 0.20% AVERAGETM/TAXABLE 0.44% 0.45% AVERAGETM/TAX-FREE 0.33% 0.33%
Yield column represents compounded (effective) rate of return to shareholders for the past (k) All or a portion of fund's expenses are currently being waived or reimbursed. Reprinted in condensed form with permission from MONEY FUND REPORT, a service of
seven days. Past returns are not necessarily indicative of future yields. Investment quality (h) Fund requires a minimum initial investment of $50,000 or more. Table excludes funds iMoneyNet, Inc., Westborough, Mass. 01581, (508) 616-6600. On the Web at http://
and maturity may vary among funds. with restricted access. www.imoneynet.com.
Weekly Closed-End Funds Data provided by
12 mos 12 mos 12 mos 12 mos

Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield
Fund Name (Symbol) Exch NAV Price /Disc 04/28/17 Fund Name (Symbol) Exch NAV Price /Disc 04/28/17 Fund Name (Symbol) Exch NAV Price /Disc 04/28/17 Fund Name (Symbol) Exch NAV Price /Disc 04/28/17
Eagle Point Credit (ECC) .................. N NA 19.78 NA 10.0 Aberdeen Global Income (FCO)-a ..... N 9.15 8.54 6.7 9.0 Nuveen Muni Val (NUV) .................. N 10.22 9.94 2.7 3.9 PIMCOCAMuniII (PCK) ................... N 8.63 10.05 + 16.5 5.7
EtnVncFltRteInc (EFT) .................... N 15.61 15.17 2.8 5.7 BlackRock 2022 Gl Inc Op (BGIO) ... N 9.84 10.06 + 2.2 NS Nuveen Quality Muni Inc (NAD) ....... N 15.26 13.88 9.0 5.9 Pimco CA Muni III (PZC) ................. N 9.86 12.39 + 25.7 5.9
EtnVncFltRteIncPlus (EFF) .............. N 17.99 17.43 3.1 5.7 EtnVncStDivInc (EVG) .................... N NA 14.11 NA 7.4 Nuveen Sel Mat (NIM) ..................... N 10.43 9.94 4.7 3.1 PIMCO NY (PNF) ............................ N 12.11 12.78 + 5.5 5.3
EV SenFlRtTr (EFR) ......................... N 15.26 14.83 2.8 6.1 First Tr/Ab Glbl Inc (FAM) ................ N 12.71 11.91 6.3 7.6 Nuveen Sel TF (NXP) ....................... N 15.20 14.29 6.0 3.8 PIMCONYMuniII (PNI) ................... N 11.17 11.69 + 4.7 6.4
EVSnrIncm (EVF) ........................... N 7.17 6.70 6.6 5.7 Legg Mason BW Gl Inc Opp (BWG)-a N NA 12.74 NA 4.8 Nuveen Sel TF 2 (NXQ) .................... N 14.68 13.79 6.1 3.7 Pimco NY Muni III (PYN) ................. N 9.28 9.98 + 7.5 6.1
FT/Sr Fltg Rte Inc 2 (FCT) ................ N 14.26 13.61 4.6 6.0 MS EmMktDomDebt (EDD) ............ N 8.81 7.92 10.1 8.9 Nuveen Sel TF 3 (NXR) .................... N 15.53 14.58 6.1 3.6
FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 9.85 9.93 + 0.8 NS Ms EmMktDebtFd (MSD) ................ N 11.03 9.87 10.5 6.4 PIMCO MuniInc (PMF) .................... N 12.81 13.49 + 5.3 6.7 Continuously Offered
InvDYCrOpp (VTA) ......................... N 13.11 12.14 7.4 7.1 PIMCO Dyn Crd & Mrt Inc (PCI) ....... N NA 22.00 NA 11.8 PIMCOMuniIncII (PML) .................. N 12.15 12.99 + 6.9 6.0 52 Week
InvSnrIncTr (VVR) .......................... N 4.89 4.64 5.1 6.1 PIMCO Dynamic Income (PDI) ........ N NA 29.24 NA 14.0 Pimco Muni III (PMX) ..................... N 10.99 11.56 + 5.2 6.3 Stock Market Prem Market
Nuveen Credit Strat Inc (JQC) ......... N 9.33 8.64 7.4 7.0 PIMCO Income Opportunity (PKO) .. N NA 25.70 NA 10.1 PioneerHilncAdv (MAV)-a ................ N 12.00 11.39 5.1 6.3 Fund Name (Symbol) Exch NAV Price /Disc Return
NuvFloatRateIncFd (JFR) ................ N 11.76 11.85 + 0.8 6.6 PIMCO Stratg Inc (RCS) .................. N NA 9.83 NA 9.4 PioneerMunHiIcmT (MHI)-a ............ N 12.81 11.85 7.5 5.8
NuvFloatRteIncOppty (JRO) ........... N 11.70 11.70 + 0.0 6.7 StoneHarbor EM Tot Inc (EDI) ......... N 14.98 15.81 + 5.5 11.4 Putnam Mgd Inc (PMM) ................. N 7.88 7.44 5.6 5.6 General Equity Funds
Nuveen Senior Income (NSL) .......... N 6.96 6.87 1.3 6.4 StoneHarbor Emg Mkts Inc (EDF) ... N 14.76 16.31 + 10.5 13.1 Putnam Muni Opp (PMO) ................ N 13.13 12.46 5.1 5.5 Alternative Strategies:A (N/A) ......... z NA NA NA NA
Nuveen Sht Dur Crdt Opp (JSD) ...... N 18.10 17.73 2.0 6.7 Templeton Em Inc (TEI) .................. N 12.86 11.41 11.3 6.1 Western Asset Int Muni (SBI)-a ........ A NA 9.76 NA 4.3 Alternative Strategies:C (N/A) ......... z NA NA NA NA
PionrFltRate Tr (PHD)-a ................... N 12.53 12.03 4.0 5.9 Templtn Glbl Inc (GIM) ................... N 7.39 6.57 11.1 6.6 Western Asset Mgd Muni (MMU)-a .. N NA 13.79 NA 5.1 Specialized Equity Funds
THL Credit Senior Loan (TSLF)-a ...... N 18.70 18.15 2.9 6.7 Virtus Gl MSec Inc (VGI) ................. N 17.28 16.71 3.3 7.1 Western Asset Mun Hi Inc (MHF)-a .. N NA 7.43 NA 4.2 Crossroads Capital Inc (N/A) ........... z NA NA NA NA
Voya Prime Rate Trust (PPR) .......... N 5.74 5.42 5.6 5.8 WstAstEmergDebt (EMD)-a ............. N NA NA NA NA WstAstMuniPrtnrs (MNP)-a ............ N NA 15.61 NA 5.4 CUSHING MLP INFRA I (MLP) ........ z NA NA NA NA
WA Corporate Loan (TLI)-a .............. N NA 11.51 NA 7.4 Western Asset Gl Cr D Op (GDO)-a ... N NA 17.86 NA 7.6 Westn Asst Mu Def Opp Tr (MTT)-a .. N NA 22.68 NA 4.4 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA
High Yield Bond Funds WstAstVarRte (GFY)-a ..................... N NA 16.80 NA 4.9 Single State Muni Bond Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA
AllianceBernGlHiIncm (AWF) .......... N 13.92 12.70 8.8 7.3 National Muni Bond Funds AllCAMuniInc (AKP) ....................... N 15.26 13.59 10.9 4.6 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA
Avenue In Crdt Str (ACP) ................. N 15.49 14.04 9.4 10.1 AllBerNatlMunInc (AFB) ................. N 14.85 13.54 8.8 4.9 BlackRock CA Mun (BFZ) ................ N 15.24 14.22 6.7 5.5 Griffin Inst Access RE:L (N/A) ......... z NA NA NA NS
Barings Glb SD HY Bd (BGH)-a ......... N 21.49 20.02 6.8 9.2 BlckRk Inv Q Mun (BKN) ................. N 15.63 14.67 6.2 5.7 BlckRk CA 2018 (BJZ) ..................... N 14.96 15.12 + 1.1 2.1 Griffin Inst Access RE:M (N/A) ........ z NA NA NA NS
BR Corporate HY (HYT) .................. N 12.16 11.09 8.8 7.9 BlckRk L-T Muni Adv (BTA) ............. N 12.39 11.72 5.4 5.6 BlckRk FL Muni 20 (BFO) ................ N 15.11 15.10 0.1 2.4 NexPointRlEstStrat;A (N/A) ............ z 20.97 NA NA NS
BR Debt Strategy (DSU) .................. N 12.64 11.61 8.1 6.5 BlackRock MA Tax-Exempt (MHE) .. A 13.81 13.75 0.4 4.6 NexPointRlEstStrat;C (N/A) ............ z 20.91 NA NA NS
BR Mu InDur (MUI) ......................... N 15.29 14.01 8.4 4.7 NexPointRlEstStrat;Z (N/A) ............ z 20.92 NA NA NS
BlackRock Ltd Dur Inc (BLW) .......... N 16.89 15.61 7.6 9.3 BR MuniNY IntDu (MNE) ................ N 15.35 13.76 10.4 4.3 BlackRock MD Mun Bd (BZM) ......... A 15.16 14.45 4.7 3.9
Brookfield Real Asst Inc (RA)-a ........ N 25.56 NA NA NS BR MH CA Qly Fd Inc (MUC) ............ N 15.43 14.29 7.4 5.2 Resource RE Div Inc:A (N/A) ........... z 10.17 NA NA 11.8
BlckRk Muni 2018 (BPK) ................ N 15.09 15.02 0.5 2.1 Resource RE Div Inc:C (N/A) ........... z 10.15 NA NA 10.9
CrSuisHighYld (DHY) ..................... A 2.79 2.76 1.1 9.96 BlackRock Muni 2020 (BKK) ........... N 15.64 15.81 + 1.1 3.4 BR MH NJ Qly (MUJ) ....................... N 15.42 14.36 6.9 5.6
CSAM Income Fd (CIK) ................... A 3.59 3.30 8.1 7.8 BR MH NY Qly (MHN) ..................... N 14.71 13.73 6.7 5.1 Resource RE Div Inc:D (N/A) ........... 10.32 NA NA 11.2
BlackRock Muni 2030 Tgt (BTT) ...... N 23.58 22.96 2.6 4.1 Resource RE Div Inc:I (N/A) ............ z 10.59 NA NA 10.5
DDJ High Yield Fund (HYB.U)-y ........ T 10.54 NA NA 6.0 BlackRock Mun Bd (BBK) ................ N 16.01 15.06 5.9 5.7 BlkRkMunyldAZ (MZA) ................... A 14.49 15.28 + 5.4 5.1
BR MuniYld CA (MYC) .................... N 15.46 14.97 3.2 5.4 Resource RE Div Inc:T (N/A) ........... 10.14 NA NA 10.9
DoubleLine Inc Sol (DSL) ................ N NA 20.43 NA 8.7 BlackRock Muni (BFK) .................... N 14.33 14.25 0.6 6.0 Resource RE Div Inc:U (N/A) ........... 10.18 NA NA 11.9
Dryfs Hi Yld Str (DHF) ..................... N 3.58 3.49 2.5 9.1 BlackRock Muni II (BLE) ................. A 15.01 15.03 + 0.1 5.9 BR MuniYld CA Qly (MCA) ............... N 15.60 14.88 4.6 5.2
BR MuniYld MI Qly (MIY) ................ N 15.35 13.87 9.6 5.6 Resource RE Div Inc:W (N/A) .......... z 10.32 NA NA 11.4
EVHiInc2021 (EHT) ........................ N 10.35 10.13 2.1 NS BlckRk Mun Inc Inv (BBF) ............... N 14.45 14.46 + 0.1 5.8 SharesPost 100 (N/A) ..................... z 25.68 NA NA 1.0
First Tr Hi Inc Lng/Shrt (FSD) .......... N 18.13 17.13 5.5 6.6 BlckRk Muni Inc Qly (BYM) ............. N 15.05 14.07 6.5 5.6 BR MuniYld NJ (MYJ) ..................... N 15.72 15.57 1.0 5.7
BR MuniYld NY Qly (MYN) .............. N 14.11 12.95 8.2 5.0 Tot Inc+ RE:A (N/A) ......................... z NA NA NA NA
FirstTrStrHiInc2 (FHY) .................... N 14.77 13.60 7.9 8.1 BlckRk Muni Inc Inv Qly (BAF) ......... N 15.52 14.76 4.9 5.6 Tot Inc+ RE:C (N/A) ......................... z NA NA NA NA
Franklin Univ (FT)-a ......................... N 8.09 7.17 11.4 6.5 BR MuniAssets Fd (MUA) ............... N 14.13 14.48 + 2.5 4.6 BR MuniYld PA Qly (MPA) ............... N 15.60 14.34 8.1 5.2
BlackRock NJ Muni Bond (BLJ) ....... A 15.46 14.62 5.4 5.4 Tot Inc+ RE:I (N/A) .......................... z NA NA NA NA
Guggeneheim Strat Opps (GOF) ...... N 19.70 21.04 + 6.8 10.4 BR MuniEnhanced (MEN) ............... N 11.86 11.70 1.3 5.8 Versus Cap MMgr RE Inc:F (N/A) .... z 27.38 NA NA 5.4
InvHighIncTrII (VLT) ...................... N 16.34 14.60 10.6 7.5 BR MuniHoldng2 (MUH) ................. N 15.60 15.57 0.2 5.7 BlackRock NJ Muni Income (BNJ) ... N 15.21 14.96 1.6 5.4
BlckRk NY Muni Inc Qly (BSE) ......... N 14.84 13.30 10.4 4.7 Versus Cap MMgr RE Inc:I (N/A) ..... z 27.45 NA NA 5.7
IVY HIGH INCOME OPP (IVH) ......... N 16.40 15.89 3.1 9.6 BR MuniHoldings Qly (MFL) ........... N 14.75 14.60 1.0 5.9 Wildermuth Endwmnt Str (N/A) ...... z 12.27 NA NA 13.2
MFS IntmdHgInc (CIF)-a .................. N 2.85 2.68 6.0 10.3 BR MH Qly (MUS) ........................... N 14.01 13.64 2.6 5.9 BlckRk NY 2018 (BLH) .................... N 14.97 14.90 0.5 1.4
BlackRock NY Mun Bd (BQH) .......... N 15.88 14.21 10.5 4.9 Wildermuth Endwmnt S:C (N/A) ..... z 12.15 NA NA 12.3
MFS Special Value (MFV)-a .............. N 6.01 5.97 0.7 10.0 BR MH Qly 2 (MUE) ......................... N 14.13 13.63 3.5 5.7 Income & Preferred Stock Funds
NeubHgYldStrt (NHS) ..................... N 13.46 11.92 11.4 7.9 BR MuniHoldngs (MHD) ................. N 16.95 16.75 1.2 5.8 BlackRock NY Mun (BNY) ............... N 14.91 14.50 2.7 4.9
BlackRock NY Mun II (BFY) ............. A 15.50 14.72 5.0 5.3 MultiStrat Gro & Inc:A (N/A) ............ z 15.59 NA NA 7.6
New Amer Hi Inc (HYB) ................... N 10.24 9.49 7.3 7.9 BR MuniVest Fd (MVF) .................... A 9.68 9.64 0.4 6.1 MultiStrat Gro & Inc:C (N/A) ............ z 15.31 NA NA 6.8
NexPointCreditStrat (NHF)-a ............ N 25.19 22.05 12.5 11.2 BR MuniVest 2 (MVT) ..................... N 15.26 15.71 + 2.9 6.0 BlackRock VA Mun (BHV) ............... A 15.67 16.54 + 5.6 4.7
Del CO Muni Inc (VCF) ..................... A 15.11 14.96 1.0 4.8 MultiStrat Gro & Inc:I (N/A) ............. z 15.77 NA NA 8.4
Nuveen Crdt Opps 2022 TT (JCO) .... N 9.90 10.01 + 1.1 NS BR MuniYield Fd (MYD) .................. N 14.81 14.77 0.3 5.9 MultiStrat Gro & Inc:L (N/A) ............ z 15.40 NA NA 7.1
Nuveen Global High Inc (JGH) ......... N 18.46 16.87 8.6 8.8 BR MuniYld Invest Qly (MFT) .......... N 14.50 14.07 3.0 6.0 Del MN II (VMM) ............................. A 14.60 14.60 + 0.0 3.9
Nuveen Hi Inc 2020 Trgt (JHY) ........ N 9.93 10.13 + 2.0 6.6 EVCAMuniBd (EVM) ....................... A 12.50 11.52 7.8 5.3 Convertible Sec's. Funds
BR MuniYield Qlty (MQY) ................ N 15.69 15.33 2.3 5.7 Eaton Vance CA Muni Bd 2 (EIA) ...... A 12.99 11.72 9.8 4.7 Calmos Dyn Conv and Inc (CCD) ..... z 20.26 19.83 2.1 15.5
Nuveen HI Dec 2018 Tgt (JHA) ........ N 10.14 10.17 + 0.3 5.8 BR MuniYld Qlty2 (MQT) ................ N 13.79 13.01 5.7 5.8
Nuveen HI Dec 2019 Tgt (JHD) ........ N 10.30 10.18 1.2 NS EVCAMuniIncm (CEV) .................... A 13.97 12.49 10.6 4.1 World Equity Funds
BR MuniYld Qly 3 (MYI) .................. N 14.35 14.17 1.3 5.8 Eaton Vance MA Muni Bd (MAB) ..... A 15.26 13.85 9.2 4.2 BMO LGM Front ME (N/A) ............... z 9.76 NA NA 13.3
Nuveen HI Nov 2021 Tgt (JHB) ........ N 10.14 10.08 0.6 NS BR MuniYldInv (MYF) ..................... N 14.92 15.44 + 3.5 6.0
Pacholder Hi Yld (PHF)-c ................. A 8.04 7.98 0.7 7.0 EV MA Muni Inc (MMV) ................... A 15.02 13.53 9.9 3.9 12 mos
BlckRk Str Muni (BSD) .................... N 14.31 13.72 4.1 5.7 Eaton Vance MI Muni Bd (MIW) ...... A 15.31 NA NA 4.6
PIMCO Flexible Cr I;Inst (N/A) ......... NA NA NA NS Del Inv Natl Muni Income (VFL) ....... A 14.51 13.52 6.8 5.1 Stock Market Prem Yield
PionrDivHiIncTr (HNW)-a ................ A 17.64 16.50 6.5 8.6 EV MI Muni Inc (EMI) ...................... A 14.90 13.24 11.1 4.1 Fund Name (Symbol) Exch NAV Price /Disc 04/28/17
Deutsche Muni Inc (KTF)-a ............... N 12.65 13.45 + 6.3 6.3 Eaton Vance NJ Muni Bd (EMJ) ....... A 14.46 13.00 10.1 5.0
PioneerHilncmTr (PHT)-a ................ N 10.77 9.97 7.4 9.4 Deutsche Strat Mun (KSM)-a ........... N 12.44 12.65 + 1.7 5.7
Prudential Gl Sht Dur HY (GHY) ....... N 16.57 15.09 8.9 8.1 EVNJMuniIncm (EVJ) ..................... A 13.65 12.16 10.9 4.7 U.S. Mortgage Bond Funds
Dreyfus Muni Bd Infra (DMB)-a ........ N 13.96 13.05 6.5 5.3 Eaton Vance NY Muni Bd (ENX) ....... A 13.66 12.40 9.2 5.3
Prudential Sht Dur HY (ISD) ............ N 16.81 15.49 7.9 8.1 Dreyfus Income (DMF) ................... A 9.34 9.00 3.6 5.5 Vertical Capital Income (N/A) .......... z 12.64 NA NA 2.9
Wells Fargo Income Oppty (EAD)-a .. A 9.31 8.57 7.9 9.2 Eaton Vance NY Muni Bd 2 (NYH) .... A 13.18 11.92 9.6 5.0
Dreyfus Str Muni (DSM) ................. N 8.42 8.44 + 0.2 5.9 EVNYMuniIncm (EVY) .................... A 14.43 13.12 9.1 4.7 Loan Participation Funds
WstAstGlHiInco (EHI)-a ................... N NA 10.17 NA 10.5 Dreyfus St Munis (LEO) .................. N 8.64 8.79 + 1.7 5.9 504 Fund (N/A) ............................... z 9.85 NA NA 3.3
WstAstHIF II (HIX)-a ........................ N NA 7.31 NA 9.2 Eaton Vance OH Muni Bd (EIO) ........ A 14.06 13.13 6.6 4.7
DTF Tax-Free Income (DTF) ............ N 15.68 14.88 5.1 5.4 EV OH Muni Inc (EVO) ..................... A 15.14 13.77 9.0 4.6 FedProj&TrFinanceTender (N/A) ..... z 10.05 NA NA NS
Western Asset Hi Inc Opp (HIO)-a .... N NA 5.14 NA 7.6 EVMuniBd (EIM) ............................. A 13.76 12.65 8.1 5.3 FS Global Crdt Opptys D (N/A) ......... z NA NA NA NA
Western Asset Hi Yld D O (HYI)-a ..... N NA 15.33 NA 8.2 Eaton Vance PA Muni Bd (EIP) ........ A 14.29 12.96 9.3 5.2
EVMuniBdII (EIV) ........................... A 13.59 12.36 9.1 4.9 EV PA Muni Inc (EVP) ..................... A 13.84 12.34 10.8 4.5 Invesco Sr Loan A (N/A) .................. z 6.66 NA NA 4.6
Other Domestic Taxable Bond Funds EVMuniIncm (EVN) ........................ N 13.30 12.87 3.2 5.5 InvCaValMuIncTr (VCV) ................. N 13.45 12.54 6.8 5.3 Invesco Sr Loan B (N/A) .................. z 6.66 NA NA 4.6
Apollo Tactical Income (AIF)-a ......... N 17.45 16.35 6.3 8.9 EVNatMuniOpp (EOT) ..................... N 21.91 22.04 + 0.6 4.7 InvPAValMuIncTr (VPV) ................. N 13.99 12.29 12.2 5.4 Invesco Sr Loan C (N/A) .................. z 6.68 NA NA 3.9
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 16.02 NA 7.6 Eaton Vance Tx-Ad Bd&Opt (EXD) ... N 12.74 11.32 11.1 10.3 InvTrInvGrNYMu (VTN) .................. N 14.60 13.55 7.2 5.4 Invesco Sr Loan IB (N/A) ................. z 6.66 NA NA 4.9
Barings Corporate Inv (MCI) ........... N NA 15.24 NA 3.8 FedPremIntMuInc (FPT)-a ............... N 14.21 13.37 5.9 4.5 MFS CA Muni (CCA)-a ...................... A 12.48 11.52 7.7 5.0 Invesco Sr Loan IC (N/A) ................. z 6.66 NA NA 4.7
Barings Part Inv (MPV) ................... N NA 14.93 NA 3.7 FedPremMuInc (FMN)-a .................. N 14.98 14.25 4.9 5.6 Nuveen AZ Qual Muni Inc (NAZ) ...... N 14.50 14.54 + 0.3 5.2 Invesco Sr Loan Y (N/A) .................. z 6.66 NA NA 4.9
BlackRock Mlt-Sctr Inc (BIT) .......... N 19.12 17.61 7.9 10.6 InvAdvMuIncTrII (VKI) ................... A 12.18 11.43 6.2 6.1 Nuveen CA AMT-F Qual MI (NKX) .... A 15.62 15.06 3.6 5.4 RiverNorth MP Lending (RMPLX) ... z 25.33 NA NA NS
BlackRock Tax Muni Bd (BBN) ........ N 22.99 22.91 0.3 6.9 Invesco MuniOp (OIA) .................... N 7.54 7.81 + 3.6 5.2 Nuveen CA Val (NCA) ...................... N 10.35 10.19 1.5 4.2 Voya Senior Income:A (N/A) ........... z 12.72 NA NA 5.4
DoubleLine:Oppor Crdt Fd (DBL) .... N NA 24.77 NA 8.2 InvescoMuOppTr (VMO) ................ N 13.55 13.03 3.8 6.3 Nuveen CA Muni Value 2 (NCB) ....... N 16.50 16.79 + 1.8 4.6 Voya Senior Income:C (N/A) ........... z 12.70 NA NA 4.9
Duff&Ph Util Cor (DUC) .................. N 9.90 9.25 6.6 6.4 InvescoMuTr (VKQ) ........................ N 13.53 12.64 6.6 6.0 NuveenCAQtyMuInc (NAC) ............. N 15.54 14.70 5.4 5.8 Voya Senior Income:I (N/A) ............ z 12.68 NA NA 5.7
EVLmtDurIncm (EVV) ..................... A 15.19 13.85 8.8 7.7 InvescoQual Inc (IQI) ...................... N 13.60 12.58 7.5 5.9 Nuveen CA Sel Tx-Free (NXC) .......... N 15.21 15.74 + 3.5 4.0 Voya Senior Income:W (N/A) .......... z 12.73 NA NA 5.7
Franklin Ltd Dur Income (FTF) ......... A NA 11.91 NA 9.0 InvTrInvGrMu (VGM) ..................... N 14.03 13.18 6.1 6.0 Nuveen CT Qual Muni Inc (NTC) ...... N 14.02 12.43 11.3 5.0 High Yield Bond Funds
Guggenheim Credit Alloc (GGM) ..... N 22.67 23.01 + 1.5 9.3 InvescoValMunInc (IIM) ................. N 16.19 14.88 8.1 5.2 NuvGA Qual Muni Inc (NKG) ........... A 13.70 13.20 3.6 4.7 Garrison Capital Inc (N/A) ............... z NA NA NA NA
Guggenheim Tx Mun Mgd Dr (GBAB) N 23.24 22.79 1.9 6.8 MAINSTAY:DEFTERM MUNIOPP (MMD) N 19.94 19.72 1.1 5.6 Nuveen MA Qual Muni Inc (NMT) .... N 14.60 13.82 5.3 4.8 Griffin Inst Access Cd:A (N/A) ......... z NA NA NA NS
Invesco HI 2023 Tgt Term (IHIT) ..... N 10.06 10.01 0.5 NS MFS HgIncMuniTr (CXE)-a .............. N 5.35 5.11 4.5 5.7 Nuveen MD Qual Muni Inc (NMY) .... N 14.49 12.90 11.0 5.1 Griffin Inst Access Cd:C (N/A) ......... z NA NA NA NS
J Han Investors (JHI) ...................... N 18.69 17.53 6.2 7.6 MFS HgYldMuniTr (CMU)-a ............. N 4.82 4.64 3.7 5.8 Nuveen MI Qual Muni Inc (NUM) ..... N 15.36 13.62 11.3 5.1 Griffin Inst Access Cd:I (N/A) .......... z NA NA NA NS
KKR Income Opportunities (KIO) .... N 18.38 NA NA 9.1 MFS Inv Gr (CXH)-a ......................... N 10.57 10.00 5.4 4.8 Nuveen Minn Qual Mun Inc (NMS) .. A 14.96 16.19 + 8.2 4.8 PIMCO Flexible Cr I;Inst (N/A) ......... NA NA NA NS
MFS Charter (MCR)-a ...................... N 9.41 8.64 8.2 8.6 MFS Muni Inco (MFM)-a .................. N 7.34 7.10 3.3 5.3 Nuveen MO Qual Mun Inc (NOM) .... A 13.81 15.76 + 14.1 4.4 PionrILSInterval (N/A) .................... z 10.48 NA NA 9.7
MFS Multimkt (MMT)-a ................... N 6.72 6.18 8.0 8.6 Mgd Dur Inv Grade Muni (MZF) ....... N 14.64 13.62 7.0 4.8 Nuveen NC Qual Muni Inc (NNC) ..... N 14.86 13.15 11.5 4.2 WA Middle Mkt Dbt (N/A) ................ z NA NA NA 11.2
Nuveen Bld Amer Bd Oppty (NBD) ... N 22.27 21.65 2.8 5.6 NeubrgrBrmCA (NBW) ................... A 15.23 14.28 6.2 4.9 Nuveen NJ Muni Value (NJV) .......... N 15.73 14.80 5.9 4.0 WA Middle Mkt Inc (WMF) .............. z NA NA NA 11.2
Nuveen Build Amer Bond (NBB) ...... N 21.65 20.93 3.3 6.1 NeubrgrBrm (NBH) ......................... A 15.54 15.16 2.4 5.8 NuvNJ Qual Muni Inc (NXJ) ............. A 15.55 13.64 12.3 5.5 Other Domestic Taxable Bond Funds
PCM Fund (PCM) ............................ N NA 10.56 NA 14.0 NeubrgeBrmNY (NBO) ................... A 14.16 12.65 10.7 4.4 Nuveen NY AMT/Fr Qual MI (NRK) .. A 14.47 13.05 9.8 5.1 Capstone Church Capital (N/A) ........ z 11.80 NA NA 1.0
PIMCO Corp & Inc Oppty (PTY) ....... N NA 15.97 NA 10.7 Nuveen AMT-Fr Mu Val (NUW) ........ N 16.91 17.09 + 1.1 4.3 Nuveen NY Val (NNY) ...................... N 9.98 9.89 0.9 3.9 CION Ares Dvsfd Crdt Fd (N/A) ........ z NA NA NA NS
PIMCO Corp & Inc Strat (PCN) ........ N NA 16.47 NA 10.7 Nuveen AMT-Fr Qlty Mun I (NEA) .... A 14.90 13.56 9.0 5.6 Nuveen NY Muni Value 2 (NYV) ....... N 15.54 15.10 2.8 4.3 GL Beyond Income (N/A) ................ z 4.06 NA NA NE
PIMCOHilnco (PHK) ....................... N NA 8.78 NA 13.5 Nuveen AMT-Fr Mu CI (NVG) .......... A 16.02 14.91 6.9 6.0 Nuveen NY Qual Muni Inc (NAN) ..... N 15.06 13.81 8.3 5.3 Palmer Square Opp Income (N/A) ... z NA NA NA 6.5
PIMCO IncmStrFd (PFL) ................. N NA 11.60 NA 9.3 Nuv Enh Muni Cr Inc (NZF) .............. A 15.70 14.80 5.7 6.1 Nuveen NY Sel Tx-Free (NXN) ......... N 14.17 13.81 2.5 3.9 Resource Credit Inc:A (N/A) ............ z 11.18 NA NA 6.3
PIMCO IncmStrFd II (PFN) .............. N NA 10.36 NA 9.2 Nuveen Enh Muni Val (NEV) ............ N 14.99 14.28 4.7 6.1 Nuveen OH Qual Muni Inc (NUO) ..... N 16.57 14.95 9.8 4.9 Resource Credit Inc:C (N/A) ............ z 11.29 NA NA 5.6
Putnam Mas Int (PIM) .................... N 5.03 4.77 5.2 6.5 Nuveen Int Dur Mun Term (NID) ...... N 13.65 13.22 3.2 5.1 Nuveen PA Muni Value (NPN) ......... N 15.30 15.20 0.7 4.7 Resource Credit Inc:D (N/A) ............ z 11.15 NA NA 5.8
Putnam Prem Inc (PPT) .................. N 5.55 5.22 5.9 5.9 Nuveen Int Dur Qlty Mun (NIQ) ........ N 13.85 13.03 5.9 4.0 Nuveen PA Qual Muni Inc (NQP) ..... N 15.09 13.37 11.4 5.5 Resource Credit Inc:I (N/A) ............. z 11.20 NA NA 6.4
Wells Fargo Multi-Sector (ERC)-a .... A 14.48 13.39 7.5 8.4 NuvMuni2021TgtTerm (NHA) ......... N 9.67 9.81 + 1.4 2.4 Nuveen TX Qual Mun Inc (NTX) ....... N 15.38 14.30 7.0 4.5 Resource Credit Inc:T (N/A) ............ z 11.13 NA NA 5.6
World Income Funds NuvMuniHiIncOpp (NMZ) ............... A 13.21 13.36 + 1.1 6.4 Nuveen VA Qlty Mun Inc (NPV) ....... N 14.35 13.16 8.3 4.5 Resource Credit Inc:U (N/A) ............ z 11.18 NA NA 6.3
Abrdn AP IncFd (FAX)-a ................... A 5.44 4.97 8.6 7.3 Nuveen Muni Inc (NMI) ................... N 11.36 11.97 + 5.4 4.0 PIMCO CA (PCQ) ............................ N 14.18 16.76 + 18.2 5.5 Resource Credit Inc:W (N/A) ........... z 11.16 NA NA 5.9
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Dollar Savings Direct Ossining,NY (866)395-8693 1 1.29 (CD) 1.30 Amboy Direct Old Bridge,US (877)22-26269 10000 1.46 (CA) 1.46 Popular Direct Pleasantn,US (800)274-5696 10000 2.32 (CD) 2.35
MyBankingDirect.com Westbury,US (866)285-1856 5000 1.14 (CM) 1.15 EverBank Jackson,US (888)882-3837 5000 1.44 (CD) 1.45 First Internet Bank Indianapolis,US (888)873-3424 1000 2.25 (CM) 2.27
iGobanking.com Flushing,US (888)432-5890 25000 1.09 (CD) 1.10 First Internet Bank Indianapolis,US (888)873-3424 1000 1.35 (CM) 1.36 Ally Bank Philadelphia,PA (877)247-2559 1 2.23 (CD) 2.25
Radius Bank Boston,MA (800)242-0272 2500 1.00 (CM) 1.00 Ally Bank Philadelphia,PA (877)247-2559 1 1.34 (CD) 1.35 Barclays Bank Wilmingtn,US (888)710-8756 1 2.23 (CD) 2.25
Capital One 360 Wilmingtn,DE (877)469-0232 10000 1.00 (CM) 1.00 CIT Bank Livingstn,NJ (855)462-2652 1000 1.31 (CD) 1.32 EverBank Jackson,US (888)882-3837 5000 2.23 (CD) 2.25
Six-Month CDs2 2-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
Dollar Savings Direct Ossining,NY (866)395-8693 1000 1.24 (CD) 1.25 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.59 (CM) 1.60 First Internet Bank Indianapolis,US (888)873-3424 1000 0.85 (CM) 0.85
First Internet Bank Indianapolis,US (888)873-3424 1000 1.05 (CM) 1.06 EverBank Jackson,US (888)882-3837 5000 1.44 (CD) 1.45 Ameriprise Ntl Trust Bk Minneapolis,US (888)356-1006 100000 0.85 (CM) 0.85
MyBankingDirect.com Westbury,US (866)285-1856 2500 1.00 (CD) 1.01 Middlesex Savings Bk Middlesex,MA (877)463-6287 250 1.39 (CM) 1.40 EverBank Jackson,US (888)882-3837 5000 0.80 (CD) 0.80
Ameriprise Ntl Trust Bk Minneapolis,US (888)356-1006 1000 0.95 (CM) 0.95 Republic Bk Trust Louisville,KY (502)584-3600 1000 1.39 (CD) 1.40 Popular Direct Pleasantn,US (800)274-5696 10000 0.70 (CD) 0.70
Popular Direct Pleasantn,US (800)274-5696 10000 0.90 (CD) 0.90 Discover Bank Greenwood,US (800)347-7000 2500 1.39 (CD) 1.40 Bank of Internet USA San Diego,CA (877)541-2634 1000 0.55 (CD) 0.55
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) 2017, Informa Research Services, 26565 Agoura Road #300, Calabasas, 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. 91302-1942 818-880-8877. All rights reserved. May not be reproduced or retransmitted in
additional six months. any 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 AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Dow Jones 30 Industrial (divisor: 0.14602128057775) See barrons.com/mktlab for complete table
Week's
Daily May 15 16 17 18 19 COMPONENTS Change INDUSTRIALS Daily May 15 16 17 18 19
21300
Open (t) 20925.92 21015.70 20796.63 20578.16 20700.89 3M -0.77 % (QCHA) +.56 .16 1.38 .22 +.91
Open (a) 20923.63 20984.48 20846.17 20579.65 20698.28 American Express -0.69 % (QACH) +.61 .58 1.36 .51 +.89
Close 20981.94 20979.75 20606.93 20663.02 20804.84 % (QCHAQ) +.60 ... 2.06 +.23 +.71
High (t) 21072.45 21106.27 20903.95 20793.43 20893.74 Apple -3.04
Low (t) 20862.88 20877.07 20550.88 20463.63 20619.67 Boeing -2.49 21000 Market Advance/Decline Totals
High (a) 21000.83 21033.53 20846.17 20759.20 20857.13
Caterpillar 1.72 Week ended last Friday compared to previous Friday
Low (a) 20923.63 20932.88 20601.08 20553.45 20687.94
Change +85.33 2.19 372.82 +56.09 +141.82 Chevron 0.56 Weekly Comp. NYSE NYSE MKT Nasdaq NYSE Arca
Theoretical (t): High 21106.27 Low 20463.63 Cisco Systems -2.24 Total Issues 3,146 349 3,127 1,462
Actual (a): High 21033.53 Low 20553.45
20700 Advances 1,432 151 1,205 783
Coca-Cola 0.31 Declines 1,655 188 1,831 665
Dow Jones 20 Transport (divisor: 0.16416809180007) Disney -2.17 Unchanged 59 10 91 14
Open (t) 9017.40 9082.46 8964.17 8761.02 8843.92 DuPont -1.48 New Highs 299 25 363 375
Open (a) 9012.23 9077.22 9004.73 8774.48 8827.96 20400 New Lows 155 24 216 44
Close 9067.23 9062.85 8783.74 8818.58 8879.19 ExxonMobil -0.62
High (t) 9131.37 9116.39 8996.78 8909.25 8947.96 General Electric -0.22
Low (t) 8986.03 8991.58 8755.51 8716.16 8809.45
High (a) 9098.97 9082.77 9004.73 8892.45 8935.83 Goldman Sachs -7.43 OTHER MARKET INDEXES
Low (a) 9009.74 9017.98 8775.31 8744.36 8822.30 Home Depot -0.62 20100
Change +66.09 4.38 279.11 +34.84 +60.61 Daily 5/15 5/16 5/17 5/18 5/19
IBM 1.61
Theoretical (t): High 9131.37 Low 8716.16 NYSE MKT Comp 2583.05 2606.49 2587.67 2560.35 2596.29
Actual (a): High 9098.97 Low 8744.36 Intel -0.13 AmMajorMkt 2120.87 2124.51 2088.97 2093.53 2110.07
Johnson & Johnson 3.36 19800 BNY ADR Idx 141.49 142.60 140.27 139.34 141.24
Dow Jones 15 Utilities (divisor: 1.26341348266030)
Open (t) 699.67 702.58 697.11 699.88 700.58 JPMorgan Chase -2.14 Europe 134.73 136.18 134.20 134.19 135.60
Open (a) 699.97 702.58 696.91 699.26 701.10 McDonald's 2.79 Latin Am 237.97 239.21 233.08 209.24 218.18
Close 702.48 697.21 698.24 700.70 703.27 Asia 157.10 157.48 154.58 154.90 157.09
Merck 0.21
High (t) 704.52 704.38 702.20 704.84 704.10 19500 Emerg M 290.51 292.62 286.23 277.95 284.47
Low (t) 698.46 696.50 694.29 694.14 695.83 Microsoft -0.02 DJ US TSM Float 24878.35 24861.47 24391.29 24481.51 24648.95
High (a) 703.75 703.74 701.41 704.49 703.28 Nike Cl B -2.43
Low (a) 698.92 697.10 694.95 694.69 696.17
Nasdaq Cmp 6149.67 6169.87 6011.24 6055.13 6083.70
Change +2.19 5.27 +1.03 +2.46 +2.57 Pfizer -0.55 100 Index 5704.48 5724.44 5580.55 5626.31 5651.56
Theoretical (t): High 704.84 Low 694.14 Procter & Gamble 0.05 19200 Indus. 5019.16 5020.78 4919.07 4951.20 4982.08
Actual (a): High 704.49 Low 694.69 Insur. 8249.27 8222.16 8131.37 8165.87 8163.62
Travelers Cos 0.20
Banks 3685.61 3694.66 3548.71 3577.12 3578.51
Dow Jones 65 Composite (divisor: 0.75391209359437) United Technologies 0.33 Computer 3527.04 3549.69 3439.29 3476.60 3498.35
Open (t) 7189.13 7225.56 7148.21 7066.30 7109.29 UnitedHealth Group 0.78 18900 Telecom 315.09 316.69 310.31 300.10 300.89
Open (a) 7188.06 7218.37 7166.31 7068.47 7106.19 NYSE Comp.-z 11614.23 11606.49 11423.53 11434.06 11542.69
Close 7215.54 7205.32 7074.06 7096.64 7141.62 Verizon Communications -0.42
High (t) 7250.45 7253.50 7184.62 7148.58 7175.20 VISA Cl A -0.25 Financial-z 7237.81 7238.61 7080.60 7099.13 7166.22
Low (t) 7168.06 7168.74 7050.44 7024.72 7078.09 Health Care-z 13245.25 13202.27 13047.45 13080.64 13126.24
High (a) 7224.83 7226.20 7166.31 7132.01 7162.58 Wal-Mart Stores 3.06 Energy-z 10673.09 10664.87 10526.48 10507.50 10661.53
18600
Low (a) 7187.78 7193.87 7071.26 7051.79 7102.64 Russell 1000 1331.32 1330.28 1306.12 1310.83 1320.02
Change +34.60 10.22 131.26 +22.58 +44.98 2000 1393.92 1394.68 1355.89 1361.08 1367.33
Theoretical (t): High 7253.50 Low 7024.72 TRANSPORTATION 9750 3000 1423.12 1422.15 1395.28 1400.34 1409.90
Actual (a): High 7226.20 Low 7051.79 Alaska Air Group 0.98 Value-v 1129.13 1127.44 1107.69 1109.27 1118.53
American Airlines Group -0.61 Growth-v 1182.56 1182.44 1160.24 1166.84 1173.54
MidCap 1890.77 1886.77 1854.29 1860.03 1876.98
STOCK VOLUME Avis Budget Group -2.65 9600
S&P 100 Index 1060.92 1060.79 1040.68 1044.44 1050.79
CH Robinson Worldwide -1.99 500 2402.32 2400.67 2357.03 2365.72 2381.73
Last Prev. Year YOY
Week Week Ago % Chg
CSX -1.76 Ind. 3205.08 3203.08 3147.62 3159.62 3180.79
9450
Delta Air -0.79 MidCap 1731.13 1729.52 1693.68 1695.04 1712.08
NYSE(a) 4,678,118 4,154,250 4,643,722 0.74 SmallCap 844.40 843.88 822.16 824.24 828.12
Expeditors Intl of Wash -0.31
30 Dow Inds (b) 1,767,642 1,331,822 1,706,709 3.57

Value Line(A) 5503.70 5493.02 5377.20 5379.87 5428.92
20 Dow Trans (b) 265,625 259,514 329,069 -19.28 FedEx -2.29 9300
Value Line(G) 521.89 520.82 509.73 509.88 514.46
15 Dow Utils (b) 228,317 208,485 225,062 1.45 JB Hunt Transport -1.73
65 Dow Stks (b) 2,261,584 1,799,821 2,260,841 0.03 DJ US Small TSM 9438.20 9430.87 9194.33 9226.87 9283.52
JetBlue Airways 0.05 (A)-Arithmetic Index. (G)-Geometric Index.
NYSE MKT(a) 55,706 58,538 68,731 -18.95 9150 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Nasdaq(d) 10,135,571 9,619,240 9,268,152 9.36 Kansas City Southern -0.90 31,2002=5000.
NYSE 15 Most Active Kirby Corp -0.30
Average Price 13.72 16.83 20.11 -31.78 Landstar System 0.65 9000
% Tot Vol 14.99 15.26 13.71 9.34
Stock Offerings $(z,v) 1,620,500 r12,098,600 8,529,000 -81.00 Matson Inc. -1.10 S&P DOW JONES INDEXES
Daily Stock Volume Norfolk Southern -3.69 8850 Friday % Chg
Ryder System -1.83 Close Chg Week 1 Year 3 Year
Daily 5/15 5/16 5/17 5/18 5/19
Southwest Airlines 0.82 DJ U.S. Total Stock Market 24648.95 99.84 0.40 17.55 7.75
NYSE(a) 849,231 791,997 990,486 1,017,513 1,028,890 8700 US Large Cap 5588.38 19.28 0.34 17.09 7.96
30 Inds (b) 292,826.2 302,720.9 408,447.7 413,026.7 350,620.8 Union Pacific -3.43
US Large Growth 6292.89 22.46 0.36 20.64 10.22
20 Trans (b) 48,873.3 51,140.6 63,043.7 54,277.3 48,289.8 United Continental Hldgs 1.57 US Large Value 4658.20 15.55 0.33 13.87 5.84
15 Utils (b) 39,437.0 40,146.9 46,862.2 49,462.7 52,408.0 United Parcel Service B -0.71 US Mid Cap 9614.31 15.64 0.16 16.40 7.27
65 Stks (b) 381,136.5 394,008.5 518,353.6 516,766.6 451,318.6
8550
US Mid Growth 9363.96 19.07 0.20 18.74 7.76
NYSE MKT(a) 11,077 9,134 10,832 10,174 14,490 US Mid Value 8012.94 8.51 0.11 13.39 6.50
Nasd(d) 1,837,081 1,980,264 2,326,700 2,101,087 1,890,439 UTILITIES 715 US Small Cap 9283.52 82.80 0.88 20.84 6.32
NYSE 15 Most Active AES -0.13 US Small Growth 8286.48 74.75 0.89 23.33 7.67
Avg. Price 13.66 17.70 20.69 24.63 20.46 American Elec Power 0.66 US Small Value 9353.85 81.96 0.87 17.41 4.35
% Tot Vol 15.80 14.59 16.01 18.90 14.01 Microcap 11981.26 99.50 0.82 27.32 4.62
Numbers in thousands save price and percentages. (a) Primary American Water Works -0.45
DJ U.S. Select REIT -a 9320.78 121.00 1.32 4.44 7.78
volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v) CenterPoint Energy 0.19 DJ U.S. Select RESI -a 980.06 12.72 1.32 4.44 7.76
W/E Thursday. (z) Source: Thomson Reuters. 690
Consolidated Edison 0.47 US TMI 595.10 2.17 0.36 17.22 7.79
Dominion Energy 0.66 US Select Dividend -a 1774.60 2.04 0.11 16.52 11.14
Select Microcap 2313.42 42.69 1.81 30.78 11.03
NYSE HALF-HOURLY VOLUME Duke Energy -0.11 Global Titans 50 272.07 1.03 0.38 18.47 4.50
Daily 5/15 5/16 5/17 5/18 5/19 Edison Intl -0.58 665 Asian Titans 50 155.44 0.73 0.47 24.78 1.67
Exelon 0.93 DJ Islamic Market 3239.33 5.19 0.16 17.10 4.84
9:30-10:00 105,410 104,409 125,005 148,121 183,250 Islamic Titans 100 3639.97 0.32 0.01 16.95 5.62
10:00-10:30 54,824 53,986 63,905 80,829 60,696 FirstEnergy -0.48 Islamic Emerging 2238.68 1.20 0.05 25.00 0.69
10:30-11:00 43,685 46,848 62,660 59,942 48,178 NextEra Energy 1.74 Islamic Technology 5047.32 2.64 0.05 36.93 14.25
11:00-11:30 38,577 40,249 49,925 51,836 45,282 NiSource 0.40 Islamic U.S. 4246.56 10.67 0.25 16.65 7.58
640
11:30-12:00 32,329 34,421 37,773 45,620 37,999 Sustainability 1360.72 2.12 0.16 21.65 1.36
12:00-12:30 29,890 27,594 31,995 43,616 32,300 PG&E -0.79
U.K. Titans 50 (GBP) 298.61 1.93 0.65 24.56 2.70
12:30-1:00 26,346 26,082 30,134 35,375 29,601 Public Service Enterprise 1.25 DJ India (INR) 196.83 1.49 0.75 23.59 12.17
1:00-1:30 27,202 29,517 31,553 35,138 30,352 Southern 0.01 Equity REIT -a 1686.26 22.96 1.38 7.71 8.80
1:30-2:00 27,138 28,876 37,290 40,739 30,786 615 Comp REIT -a 1410.22 18.64 1.34 8.73 8.60
2:00-2:30 33,183 33,019 49,802 52,003 35,154 Nov Dec Jan Feb Mar Apr May Internet Comp 416.46 4.84 1.15 34.15 19.49
2:30-3:00 32,289 32,052 52,523 44,963 36,037 E*commerce 809.31 6.19 0.76 32.94 21.18
3:00-3:30 41,205 42,683 55,206 52,581 55,457 Note: Theoretical highs and lows are shown. Internet Svcs 187.67 2.78 1.46 42.64 16.40
3:30-4:00 357,155 292,261 362,715 326,751 403,798 a-total return. 3 Year % Chg is annualized.
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 2015 and 2014, and S&P latest for 2015 and share earnings, dividends and book values as reported
2014. r-Revised data May 18 May 11 May Yr-to-Yr
by the company. Bolded numbers indicate new values. 2017 2017 2016 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 2365.72 2394.44 2061.22 14.77
DJ Ind Avg 20804.84 20896.61 17500.94 Industrial Stocks Barron's 50 Index 7533.23 7656.96 6693 12.56
S&P 500 Index 2381.73 2390.90 2052.32 Book Book
P/E Ratio 19.92 20.05 18.71 P/E Ratio 25.19 25.29 23.72 Earns Divs. Value Earns Divs. Value Projected quarterly earn 87.38 87.88 97.40 10.28
Earns Yield % 5.02 4.99 5.34 Earns Yield % 3.97 3.95 4.22
Earns $ 1044.23 1042.25 935.41 Am Exp 5.52 1.25 21.33 Johnson&John 5.95 3.20 25.82 Annualized projected earn 349.52 351.54 389.59 10.28
Earns $ 94.55 94.55 86.52 Apple 8.55 2.34 21.39 JPMorgChase 6.49 1.88 60.46
Divs Yield % 2.37 2.35 2.56 Divs Yield % 2.03 2.03 2.22 Boeing 8.16 5.02 9.50 McDonalds 5.66 3.66 7.82
Annualized projected P/E 21.55 21.78 17.2 25.42
Divs $ 492.14 491.25 447.38 Divs $ 48.35 48.54 45.56 Caterpillar (0.27) 3.08 25.43 Merck Co 2.19 1.86 16.06 Five-year average earn 351.93 352.03 344.32 2.21
Mkt to Book 3.59 3.60 3.20 Mkt to Book 3.22 3.23 2.82 Chevron Corp 1.53 4.31 81.11 Microsoft 2.26 1.53 9.22 Five-year average P/E 21.41 21.75 19.4 10.12
Book Value $ 5799.91 5799.91 5465.34 Book Value $ 740.29 740.29 726.96 Cisco Sys 1.99 1.07 11.74 Nike Inc 2.40 0.68 7.29
Coca Cola 1.43 1.42 5.91 Pfizer 1.18 1.24 10.48 Year-end earn 353.05 354.06 357.28 1.18
DJ Trans Avg 8879.19 9001.14 7671.89 S&P Ind Index 3180.79 3191.49 2755.95
P/E Ratio 18.58 18.84 12.32
Disney Walt 5.74 1.49 27.83 Proc Gam 5.46 2.6981 21.10 Year-end P/E 21.34 21.63 18.7 13.90
P/E Ratio 28.06 28.15 28.24 Du Pont 2.73 1.52 11.20 3M Co 8.27 4.57 19.21
Earns Yield % 5.38 5.31 8.12 Earns Yield % 3.56 3.55 3.54 ExxonMobil 2.40 3.02 41.10 Travelers Cos 10.14 2.68 79.75 Year-end earns yield, % 4.69 4.62 5.3 12.21
Earns $ 477.86 477.86 622.90 Earns $ 113.36 113.36 97.59 Gen Elec 0.98 0.94 10.48 UnitedHealth Grp 8.03 2.50 35.50 Best grade bond yields, % 3.22 3.39 3.28 1.90
Divs Yield % 1.42 1.39 1.48 Goldman Sachs 18.83 2.60 180.05 Utd Tech 6.33 2.64 32.63
Divs Yield % 1.97 1.96 2.16 Home Depot 6.69 2.96 5.04 Verizon 3.00 2.2725 4.03 Bond yields/stock ylds, % 0.69 0.73 0.61 11.74
Divs $ 125.91 125.16 113.85 Divs $ 62.66 62.55 59.53
Mkt to Book 3.74 3.79 3.52
IBM 12.13 5.70 14.77 Visa 2.00 0.635 12.26 Actual year-end divs 181.74 181.39 171.74 5.82
Mkt to Book 4.22 4.23 3.70 Intel 2.30 1.0525 12.93 Wal-mart 4.41 2.02 25.47
Book Value $ 2376.65 2376.65 2180.11 Book Value $ 754.58 754.58 743.97
Actual yr-end divs yld, % 2.41 2.37 2.57 5.99
Transportation Stocks
DJ Utility Avg 703.27 700.29 650.08 Alaska Air Group 5.88 1.15 19.26 KC Southern 4.82 1.32 36.03
P/E Ratio 38.24 38.08 21.81
Earns Yield % 2.61 2.63 4.59 DISTRIBUTIONS & OFFERINGS American Airlines
Avis Budget Grp
4.10
1.06
0.40
Nil
9.02
4.48
Kirby Corp
Landstar Sys
2.42
3.33
Nil
0.36
42.23
10.99
WEEKLY VOLUME BY MARKETS
Earns $ 18.39 18.39 29.81 Secondary Distributions of common stocks C.H. Robinson 3.62 1.76 8.02 Matson Inc 1.60 0.76 10.36 IN NYSE-LISTED STOCKS
Divs Yield % 3.30 3.31 3.35 CSX Corp 1.83 0.72 12.07 Norf So 5.81 2.40 40.93
Advanced Disposal Services 17,830,000 $21.50 $383,240,000 Delta Air Lines 5.38 0.81 13.93 Ryder Sys 4.66 1.76 37.15 (Shares in Last Prev. Year
Divs $ 23.19 23.18 21.76
Alcentra Capital 2,500,000 $13.68 $34,200,000 Expeditors Int'l 2.34 0.80 9.29 Southwest Air 3.31 0.40 11.36 thousands) Week Week Ago
Mkt to Book 2.04 2.03 1.98 FedEx 7.05 1.60 51.91 Un Pacific 5.24 2.31 24.38
Book Value $ 345.41 345.41 328.93 argenx NV 5,870,000 $17.00 $99,710,000 Hunt (JB) 3.86 0.90 11.41 UPS 3.92 3.22 2.79
Bats 1,167,651 1,063,936 1,272,468
EMagin 3,300,000 $2.00 $6,600,000 JetBlue Air 1.86 Nil 9.97 United Continental 6.36 Nil 24.59 Bats Y 920,819 814,869 785,534
Evolent Health 7,000,000 $24.65 $172,550,000 Utility Stocks Boston 606,025 571,088 431,354
DELTA MARKET SENTIMENT INDICATOR
Goldman Sachs BDC 3,250,000 $22.50 $73,130,000 AES Corp. (1.95) 0.46 4.72 Exelon 2.11 1.291 28.04 CBOE 0 0 0
The Delta MSI measures the position of ~3,600 stocks relative to an Halozyme Therapeutics 10,000,000 $12.50 $125,000,000 Am Elec 1.42 2.33 36.44 FirstEnergy (14.65) 1.44 29.33
intermediate-term moving average crossover (MAC) point. When American Water Works 2.69 1.54 28.32 NextEra Energy 8.72 3.5925 48.97 Chicago 58,895 72,619 117,429
greater than 50% of the stocks followed are above this MAC point, the Kornit Digital Ltd 4,250,000 $20.60 $87,550,000 CenterPt Energy 1.07 1.05 8.05 NiSource Inc. 1.09 0.68 12.04 Edge A 354,150 315,706 471,060
market is bullish and equities are attractive. When the indicator is Liberty Media 40,000,000 $31.00 $1,240,000,000 Con Ed 4.34 2.72 44.55 PG&E Corp. 3.67 1.96 33.69
below 50%, risk is elevated and stock exposures should be reduced. Dominion Energy 3.57 2.855 21.25 Pub Sv Ent 1.04 1.66 25.86 Edge X 997,092 907,202 1,153,831
Manager uses discretion on asset allocation when MSI is 50% +/- 3%. MabVax Therapeutics Holdings 2,340,000 $1.75 $4,100,000 Duke Energy 3.13 3.42 57.74 Southn Co. 2.72 2.26 22.50 IEX 453,836 425,770 0
OM Asset Management plc 17,300,000 $14.55 $251,720,000 Edison Int'l 4.26 2.045 34.89
Last 2 Weeks 3 Weeks ISE 0 0 0

Current Sentiment Week Ago Ago Performance Food Group Co 14,090,000 $27.50 $387,540,000
BULLISH 50.9% 55.4% 60.3% Repros Therapeutics 2,740,000 $0.60 $1,650,000 Coming U.S. Auctions NASDAQ Mkt Cntr 1,886,693 1,737,551 2,168,624
RSP Permian 15,000,000 $39.00 $585,000,000 Yields (%) Finra/NASDAQ TRF 6,525,462 6,251,785 6,233,055
Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash Day When Last
Source: Delta Investment Management Shopify 5,500,000 $91.00 $500,500,000 National 0 0 746
www.deltaim.com, (415) 249-6337
Issued* Auction
Source: Dealogic LLC, New York City; (212) 577-4400. NYSE 4,678,118 4,154,312 4,643,722
M
NYSE MKT 0 0 0
$39.0 bil 3-month 0.930 0.905
THE WEEK IN STOCKS FOR THE MAJOR INDEXES $33.0 bil NYSE Arca 1,249,077 1,100,890 1,399,914
6-month 1.029 1.020
Phila. 105,257 91,607 160,944
12-Month Weekly Friday Weekly 12-Month Change From * As of Friday afternoon. More data at barrons.com/mktlab
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/30 % Chg.
Total 19,003,075 17,507,336 18,838,682
Dow Jones Indexes

21115.55 17140.24 30 Indus 20981.94 20606.93 20804.84 91.77 0.44 3303.90 18.88 1042.24 5.27 144 FILINGS
9593.95 7093.40 20 Transp 9067.23 8783.74 8879.19 121.95 1.35 1207.30 15.74 164.71 1.82
723.51 625.44 15 Utilities 703.27 697.21 703.27 2.98 0.43 53.19 8.18 43.66 6.62
7344.46 6032.37 65 Comp 7215.54 7074.06 7141.62 39.32 0.55 991.95 16.13 239.17 3.47 SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi-
Dow Jones Indexes cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner
24878.35 20583.16 US TSM Float 24878.35 24391.29 24648.95 99.84 0.40 3523.68 16.68 1372.22 5.90 has filed a Form144.) See barrons.com for complete table and for more detail on Titles. Source: Thomson Reuters
600.33 497.86 US Market 600.33 588.82 595.10 2.17 0.36 83.86 16.40 34.77 6.20
425.90 306.28 Internet 425.90 411.41 416.46 4.84 1.15 102.60 32.69 59.29 16.60 Shares Sale
Company Sym Indicated $ Value Date Seller Title
New York Stock Exchange
11661.22 9973.54 Comp-z 11614.23 11423.53 11542.69 4.37 0.04 1292.20 12.61 485.80 4.39 Northfield Bancorp Inc De NFBK 700,000 12,607,000 5/8/17 Doherty, Kenneth O
7459.45 5588.93 Financial-z 7238.61 7080.60 7166.22 19.20 0.27 1131.52 18.75 204.67 2.94 Orasure Technologies Inc OSUR 443,955 5,842,447 5/5/17 Spair, Ronald O
13245.25 11447.93 Health Care-z 13245.25 13047.45 13126.24 40.42 0.31 950.83 7.81 1219.04 10.24 Berry Global Group Inc BERY 408,341 22,867,096 5/10/17 Rich, Jonathan OE
11769.62 10062.84 Energy-z 10673.09 10507.50 10661.53 72.09 0.68 465.09 4.56 842.23 7.32 Oracle Corp ORCL 394,081 17,611,480 5/1/17 Catz, Safra O
NYSE MKT Stock Exchange Fidelity National Information Services Inc FIS 266,712 22,081,074 5/5/17 Oates, Michael EVP
2606.49 2153.42 NYSE MKT Comp 2606.49 2560.35 2596.29 23.56 0.92 302.78 13.20 288.26 12.49 Tableau Software Inc DATA 250,000 15,004,972 5/8/17 Chabot, Christian OD
2152.91 1794.23 Major Mkt 2124.51 2088.97 2110.07 -0.38 0.02 278.09 15.18 95.46 4.74 Prudential Financial Inc PRU 245,073 26,600,224 5/8/17 Lowrey, Charles O
Standard & Poor's Indexes Ringcentral Inc RNG 234,072 7,455,193 5/10/17 Hosein, Clyde UT
1062.69 887.38 100 Index 1060.92 1040.68 1050.79 6.02 0.57 141.64 15.58 59.36 5.99 Healthequity Inc HQY 210,000 9,380,700 5/1/17 Kessler, Jon AF
2402.32 2000.54 500 Index 2402.32 2357.03 2381.73 9.17 0.38 329.41 16.05 142.90 6.38 Cognex Corp CGNX 200,000 18,044,000 5/3/17 Willett, Robert O
3205.08 2706.31 Indus 3205.08 3147.62 3180.79 10.70 0.34 424.84 15.42 231.21 7.84
1758.27 1416.66 MidCap 1731.13 1693.68 1712.08 7.25 0.42 261.97 18.07 51.50 3.10
863.08 670.90 SmallCap 844.40 822.16 828.12 10.42 1.24 147.23 21.62 9.84 1.17 FEDERAL RESERVE DOLLAR IDX vs EURO & YEN
Nasdaq Stock Market
6169.87 4594.44 Comp 6169.87 6011.24 6083.70 37.53 0.61 1314.14 27.55 700.59 13.01 Dumping the Dollar: Hiring a Special Counsel in Washington didnt help the dollar
5724.44 4201.05 100 Index 5724.44 5580.55 5651.56 35.25 0.62 1288.66 29.54 787.94 16.20
5021.26 3992.06 Indus 5020.78 4919.07 4982.08 27.39 0.55 921.06 22.68 537.21 12.09 as the Federal Reserves Dollar Index dropped sharply to 97.12 from 99.19.
8584.17 7094.55 Insur 8249.27 8131.37 8163.62 63.85 0.78 720.59 9.68 189.86 2.27 10
3994.19 2558.17 Banks 3694.66 3548.71 3578.51 65.95 1.81 780.99 27.92 273.96 7.11
3549.69 2399.78 Computer 3549.69 3439.29 3498.35 11.46 0.33 1000.72 40.07 572.55 19.57
316.69 247.93 Telecom 316.69 300.10 300.89 9.49 3.06 46.11 18.10 12.61 4.37 s
5
Russell Indexes YEN in $ s
1331.32 1126.44 1000 1331.32 1306.12 1320.02 4.71 0.36 184.18 16.22 78.36 6.31 DXY (97.12)
1419.43 1089.65 2000 1394.68 1355.89 1367.33 15.44 1.12 255.05 22.93 10.20 0.75
1423.12 1198.45 3000 1423.12 1395.28 1409.90 5.85 0.41 201.82 16.71 78.18 5.87 0
1162.26 978.13 Value-v 1129.13 1107.69 1118.53 3.59 0.32 133.71 13.58 16.03 1.45
1182.56 977.68 Growth-v 1182.56 1160.24 1173.54 4.59 0.39 186.19 18.86 120.00 11.39
1896.68 1611.91 MidCap 1890.77 1854.29 1876.98 0.26 0.01 252.66 15.55 93.09 5.22
Others -5
5560.18 4416.74 Value Line-a 5503.70 5377.20 5428.92 38.33 0.70 900.23 19.88 166.91 3.17 s
529.13 435.06 Value Line-g 521.89 509.73 514.46 4.03 0.78 66.22 14.77 8.29 1.64 EURO in $
9608.26 7624.22 DJ US Small TSM 9438.20 9194.33 9283.52 82.80 0.88 1490.40 19.12 103.91 1.13 -10
643.82 491.89 Barron's 400 641.65 624.99 630.39 6.37 1.00 118.18 23.07 28.77 4.78
J J A S O N D J F M A M
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
CONSENSUS OPERATING EARNINGS ESTIMATES FOR DOW INDUSTRIALS EARNINGS SCOREBOARD
Coming Earnings
2017 EPS1 2018 EPS1 2017 EPS1 2018 EPS1 Last Week's Major Surprises
4 Wks 2017 4 Wks 2018 4 Wks 2017 4 Wks 2018 Day Consensus Year
Company Ago Cur P/E2 Ago Cur P/E2 Company Ago Cur P/E2 Ago Cur P/E2 Actual Estimate Ago
Cons. Net Per
3M 8.63 8.95 21.8 9.39 9.56 20.4 Johnson & Johnson 7.04 7.10 17.9 7.44 7.66 16.6 Company Ticker Period Est.1 Share Continued from page 11 of the main section.
American Express 5.65 5.69 13.4 6.26 6.31 12.1 McDonalds 6.16 6.38 23.0 6.63 6.82 21.5 Positive T
Apple 9.26 9.33 16.3 10.51 10.76 14.2 Merck 3.80 3.84 16.6 4.19 4.19 15.3 Biodelivery Sciences Internation BDSI 1Q 0.12 0.87 Toll Brothers (2Q) 0.63 0.51
Boeing 9.36 9.39 18.9 10.24 10.24 17.3 Microsoft 3.04 3.11 21.8 3.44 3.48 19.5 Sina SINA 1Q 0.13 0.50
Caterpillar 3.25 4.06 24.7 4.52 5.17 19.4 Morgan (J.P) 6.69 6.71 12.5 7.64 7.62 11.0
BRISTOW (4Q) 0.48 0.13
Tsakos Energy Navigation TNP 1Q 0.10 0.16
Chevron 4.53 4.46 23.6 5.86 5.74 18.3 Nike 2.45 2.44 21.2 2.77 2.72 19.0 Red Robin Gourmet Burgers RRGB 1Q 0.57 0.89
AUTOZONE (3Q) 12.00 10.77
Cisco Systems 2.41 2.40 13.1 2.56 2.50 12.6 Pfizer 2.55 2.55 12.6 2.77 2.75 11.7 Target TGT 1Q 0.91 1.21 DSW (1Q) 0.35 0.40
CocaCola 1.88 1.88 23.3 1.96 1.98 22.1 Procter & Gamble 3.97 3.98 21.6 4.31 4.27 20.1 Gap GPS 1Q 0.29 0.36 INTUIT (3Q) 3.87 3.43
Disney 6.14 6.15 17.3 6.80 6.80 15.7 Travelers 9.45 9.24 13.1 9.86 9.81 12.3 Weibo WB 1Q 0.21 0.26
Du Pont 3.68 3.84 20.1 4.01 4.09 18.8 United Technologies 6.55 6.58 18.1 7.02 7.05 16.9 Childrens Place PLCE 1Q 1.64 1.95
W
Exxon Mobil 3.92 4.00 20.4 4.62 4.63 17.6 UnitedHealth 9.59 9.79 17.5 10.74 10.75 16.0 Ralph Lauren RL 1Q 0.78 0.89 EATON VANCE (2Q) 0.59 0.48
General Electric 1.63 1.63 16.8 1.90 1.89 14.5 Verizon 3.81 3.77 12.0 3.91 3.85 11.7 Mckesson MCK 1Q 3.00 3.42 TRIUMPH (4Q) 1.40 1.32
Goldman Sachs 19.54 19.02 11.3 21.52 20.91 10.3 Visa 3.41 3.48 26.3 3.99 4.04 22.7 L Brands LB 1Q 0.29 0.33 ADVANCE AUTO PARTS (1Q) 2.17 2.51
Home Depot 7.19 7.24 21.5 8.10 8.19 19.0 WalMart Stores 4.32 4.35 17.8 4.55 4.58 16.9 Perry Ellis Int'l PERY 1Q 0.73 0.83
PVH (1Q) 1.60 1.50
IBM 13.78 13.70 11.0 14.12 13.94 10.8 Median 17.9 16.8 TIFFANY (1Q) 0.70 0.64
Intel 2.80 2.86 12.3 2.93 2.97 11.9 DJ Industrials 1208.59 1218.50 17.0 1332.41 1337.26 15.5 Negative
1Earnings estimates are for calendar years. 2Based on latest earnings estimate. WildhorseResourceDevelopment WRD 1Q 0.06 0.00 HP (2Q) 0.39 0.41
Source: Thomson Reuters. SPNS 1Q 0.08 0.02
Sapiens Int'l Corp GUESS ? (1Q) 0.32 0.23
Photronics PLAB 2Q 0.05 0.03 NETAPP (4Q) 0.82 0.55
Medley Management MDLY 1Q 0.15 0.10
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS Teekay Lng Partners TGP 1Q 0.37 0.28 CHICO'S FAS (1Q) 0.29 0.25
Teekay Tankers TNK 1Q 0.05 0.04 WILLIAMS-SONOMA (1Q) 0.49 0.53
Net Change % Change and Ranking 52 Week Urban Outfitters URBN 1Q 0.16 0.13 LOWE'S (1Q) 1.06 0.87
Top 10 Weekly Ranked IG-Sym Wkly YTDClose Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Knot Offshore Partners KNOP 1Q 0.42 0.38 COPART (3Q) 0.36 0.32
Distillers & Vintners DJUSVN 379.45
+ 14.01 59.96 +3.83 [1] +14.70 [74] +18.77 [8] +19.08 379.45 307.36 American Eagle Outfitters AEO 1Q 0.17 0.16
Home Construction DJUSHB 669.25
+ 20.48 133.08 +3.16 [2] +25.51 [31] +24.82 [4] +12.37 669.25 511.83 Suzuki Motor SZKMF 4Q 63.52 60.29 Th
Hotel & Lodging REITs DJUSHL 115.21
+ 2.99 5.55 +2.67 [3] +22.19 [41] 4.60 [122] 1.91 123.38 94.40 Virtusa VRTU 1Q 0.45 0.43
1Latest consensus estimate among industry analysts, as compiled
SIGNET JEWELERS LTD (1Q) 1.68 1.95
Oil Equipment & Svcs DJUSOI 451.56
+ 11.25 72.98 +2.56 [4] +4.97 [117] 13.91 [142] 15.18 545.06 433.49
by Thomson Reuters before actual earnings were reported.
DOLLAR TREE (1Q) 0.98 0.89
Diversified REITs DJUSDT + 1.70 1.2379.00+2.20 [5] +.56 [128] 1.53 [116] 6.07 90.29 73.29 HORMEL FOODS (2Q) 0.40 0.40
Nonferrous Metals DJUSNF 156.91
+ 2.94 19.53 +1.91 [6] +6.83 [112] 11.07 [137] 30.42 227.67 127.35 Last Week's Major Estimate Changes PATTERSON (4Q) 0.65 0.77
Specialty REITs DJUSSR 190.58
+ 3.21 19.01 +1.71 [7] +8.59 [102] +11.08 [32] +7.54 194.60 161.81 Prev. Last
FY Fri. Fri. GENESCO (1Q) 0.34 0.62
Personal Products DJUSCM 535.91
+ 8.94 60.75 +1.70 [8] +3.58 [124] +12.79 [25] +2.99 552.74 473.89 Company Ticker End Cons. Cons. ABERCROMBIE & FITCH (1Q) 0.70 0.59
Oil Equip, Svcs & Distri DJUSOQ 503.05
+ 8.26 66.22 +1.67 [9] +9.04 [99] 11.63 [139] 14.87 591.22 466.11
Tobacco DJUSTB 933.64
+ 14.76 128.37 +1.61 [10] +17.01 [61] +15.94 [17] +16.77 944.61 751.26 Positive GAMESTOP (1Q) 0.51 0.66
Net Change % Change and Ranking 52 Week Mammoth Energy Services TUSK 17-Dec 0.01 0.05 MEDTRONIC (4Q) 1.31 1.27
Alio Gold ALO 17-Dec 0.01 0.31 DECKERS OUTDOOR (4Q) 0.06 0.11
Top 10 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
Gener8 Maritime GNRT 17-Dec 0.04 0.19
Computer Hardware DJUSCR 2137.21 42.44 479.54 1.95 [126] +61.39 [1] +28.93 [2] +17.68 2,179.65 1,304.35 Monogram Residential Trust MORE 17-Dec -0.10 0.26
ULTA BEAUTY (1Q) 1.80 1.45
Hotels DJUSLG 1637.08 + 14.79 297.93 +.91 [22] +54.19 [2] +22.25 [6] +16.75 1,639.99 1,048.12 Eclipse Resources ECR 17-Dec -0.04 0.02 TORO (2Q) 1.03 0.95
Semiconductor DJUSSC 2668.68 + 34.05 288.67 +1.29 [16] +51.14 [3] +12.13 [28] +20.42 2,702.52 1,794.06 C&J Energy Services CJ 17-Dec -0.99 -0.27 COSTCO (3Q) 1.31 1.24
Technology Hardware & Equip DJUSTQ 1280.61 13.67 194.89 1.06 [110] +50.03 [4] +17.95 [13] +15.43 1,309.63 849.89 Delek Us Hldgs DK 17-Dec -0.20 -0.06 BEST BUY (1Q) 0.40 0.44
Business Training DJUSBE 136.93 1.70 11.73 1.22 [114] +49.65 [5] +9.37 [45] +7.88 141.35 91.50 Dht Hldgs DHT 17-Dec 0.15 0.24
Mobile Telecom DJUSWC 349.14 + 4.08 34.33 +1.18 [19] +46.04 [6] +10.91 [35] +9.92 364.78 240.64 Avadel Pharmaceuticals AVDL 17-Dec 0.35 0.51 F
Commercial Vehicles DJUSHR 1622.07 + 23.42 132.64 +1.47 [12] +41.63 [7] +8.91 [46] +1.67 1,628.91 1,120.09 Trivago Nv TRVG 17-Dec 0.07 0.10 BIG LOTS (1Q) 0.99 0.82
Alon Usa Energy ALJ 17-Dec -0.19 -0.11 (Earnings are diluted and report dates are tentative. All fore-
Railroads DJUSRR 1515.64 46.94 150.65 3.00 [134] +41.36 [8] +11.04 [33] +5.90 1,581.99 1,052.67
Merus Labs Int'l MSLI 17-Sep -0.05 -0.03 casts and historical numbers exclude extraordinary items by
Industrial Engineering DJUSIQ 1611.54 + 16.31 158.23 +1.02 [20] +38.02 [9] +10.89 [36] +4.74 1,622.03 1,135.52
accounting definitions.)
Aluminum DJUSAL 103.16 + 1.60 13.45 +1.57 [11] +36.42 [10] +14.99 [21] 2.81 123.19 72.82 Negative Source: Thomson First Call
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 Herc Hldgs HRI 17-Dec 0.18 -0.62
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. See barrons.com Earthstone Energy ESTE 17-Dec 0.06 -0.08
for complete table. Gtt Comm GTT 17-Dec 0.11 -0.14
Hertz Global Hldgs HTZ 17-Dec 0.44 -0.46 SELECTED INITIAL PUBLIC OFFERINGS
Rex Energy REXX 17-Dec -0.23 -2.82
MONTHLY DOW JONES INDUSTRIAL AVERAGE Laureate Education LAUR 17-Dec -0.05 -0.14 Initial Most
Year First Closing Closing Close Avg Last Avg. Avg. Silver Spring Networks SSNI 17-Dec 0.14 -0.04 Ticker Offer IPO Recent %
Month Closing High Low Mean Close Chg. % Chg. P/E Yield Cyrusone CONE 17-Dec 0.23 -0.01 Code Price Date Price Chg
2017 Csi Compressco CCLP 17-Dec -0.52 -1.06
arGEN-X ARGX 17.00 5/18 21.85 28.5%
Sanchez Energy SN 17-Dec 0.41 0.05
Apr 20650.21 20996.12 20404.49 20684.69 20940.51 + 277.29 + 1.34 20.38 2.36 Bright Scholar
Mccoy Global MCCRF 17-Dec -0.08 -0.15 BEDU 10.50 5/18 12.72 21.1%
Mar 21115.55 21115.55 20550.98 20823.06 20663.22 149.02 0.72 20.84 2.34 1Latest consensus estimate among industry analysts, as compiled Education Hldgs
Feb 19890.94 20837.44 19884.91 20424.14 20812.24 + 948.15 + 4.77 20.46 2.36 by Thomson Reuters. G1 Therapeutics GTHX 15.00 5/17 16.52 10.1%
PULSE OF THE ECONOMY

Only includes new reports. For complete table, see barrons.com Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Durable manufacturing (NAICS) a, ................................................ Apr 106.1 105.0 106.2 0.09 Trade
Capacity utilization % .................................................................... Apr 76.7 76.1 75.3 1.86
Industrial output a, ........................................................................ Apr 105.1 104.1 104.0 1.06 No Activity for this Week
Manufacturing (NAICS) a, ............................................................. Apr 104.6 r103.6 103.9 0.67
Nondurable manufacturing (NAICS) a............................................ Apr 103.0 r102.0 101.3 1.68 Inflation
Production JOCECRI Industrial Price Index f .................................................. May 19 105.05 105.20 88.82 18.27
Electric power, (mil. kw hrs) (EEI) .................................................. May 13 69,261 69,270 70,324 1.51 Employment
Mining (NAICS) a, ......................................................................... Apr 108.2 r106.9 102.2 5.87
Petroleum, related capacity, % ...................................................... May 12 93.4 91.5 90.5 3.20 Initial jobless claims (thous.) ........................................................ May 13 232 236 277 16.25
Rotary rigs running, U.S. & Can., (Hughes) .................................... May 19 986 965 448 120.09 Continuing claims (mil.) ................................................................ May 6 1.898 r1.920 2.157 12.01
Steel, (thous. tons) ........................................................................ May 13 1,728 1,737 1,727 0.06
Steel, rated capacity, % (AISI)........................................................ May 13 74.1 74.5 73.9 0.27 Construction
Utilities a ....................................................................................... Apr 102.2 r101.5 102.5 0.29
New housing permits, (thous. units) .............................................. Apr 1,229 1,260 1,163 5.67
Consumption and Distribution New housing starts, (thous. units) ................................................. Apr 1,172 r1,203 1,164 0.69
Instinet Research Redbook Avg. (monthly %) ................................ May 13 1.11 1.04 2.83 . Other Indicators
Baltic Dry Index ............................................................................. May 19 956 1,014 625 52.96
Citi Research PanicEuphoria Reading .......................................... May 19 0.11 0.07 0.34 .
Inventories
Index of coincident indicators ........................................................ Apr 115.2 114.9 113.5 1.50
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... May 12 520,772 522,525 509,797 2.15 Index of lagging indicators............................................................. Apr 124.1 r123.7 121.5 2.14
Gasoline, (thous. bbls) .................................................................. May 12 240,669 241,082 238,068 1.09
Index of leading indicators............................................................. Apr 126.9 r126.5 123.9 2.42
Orders Coincident to lagging ratio ............................................................. Apr 0.93 0.93 0.93 0.00
No Activity for this Week a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. r-Revised.
Market Laboratory
WEEKS NEW HIGHS AND LOWS WEEKS NEW HIGHS AND LOWS WEEKS NEW HIGHS AND LOWS WEEKS NEW HIGHS AND LOWS
Weekly Comp. NYSE NYSE MKT Nasdaq Cavium GlbXNASDAQChinaTch NatlEnerSvsReun TradeDesk AtossaGenetics GIIIApparel OneHorizon TrovaGeneUn ChimeraFixFltPfdB ICICI Bank PackagingCpAm WellsFargoPfdAY
New Highs 299 25 363 Changyou.com GlobalSources NatlInstruments trivago Avinger GileadSciences OpGenWt TrovaGeneWt ChinaFund IDEX Patheon WstAstHIF II
CheckPointSftw GlycoMimetics NCI UltraClean AvisBudget GlobusMaritime Ophthotech TurtleBeach Chipotle IndiaFund PaycomSoftware WstAstHYDefOpp
New Lows 155 24 216
Children'sPlace GoresHoldingsII NCS Multistage UniversalDisplay AvistaHlthcrWt GoresHoldingsII OPKOHealth Uni-Pixel Citigroup InvescoBondFund PepsiCo WstAsMrtgDfOp
NYSE MKT ChipMOSTechs GoresHoldingsIIWt Netflix UplandSoftware BedBath GreatElmCap P&FIndustries UrbanOne A Cloudera iStarFnl pfE Praxair WooriBank
CirrusLogic GpoFinGalicia NewtekBusSvcs UroGenPharma Bio-Path HennessyAdvsrs PAVmed UrbanOne D Cohen&SteersInfr iStarPfdD Progressive Workday
NEW HIGHS CitizensFirst GreenBancorp NewYorkMtgPfB UtdCmntyBcp BioblastPharma HibbettSports PHI UrbanOutfitters Colgate-Palmolive iStarPfdF Prudential XcelEnergy
AberdeenEmgSmCos DGSE inTEST PacholderHiYld CoastwayBancorp GreenBrickPtrs NI VangdIntlDivApp BMOElkhornDWAMLP HubGroup PHI NV USA Truck ConstBrands A iStarPfdG PutnmMstIntm YumBrands
AberdLatAmEq EvansBancorp IssuerDirect ReavesUtilFd Cognex HamiltonLane NICE VangdIntlHiDiv Broadvision HunterMaritime PLxPharma Valeritas ConstBrands B iStarPfdI QwestNts2057 YumChina
BritishAmTob GlobalSCAPE LilisEnergy RingEnergy CognizantTech HighpowerIntl Nordson VangdRuss1000 BurconNutraScience Ikonics Potbelly VantageEnerA Cooper ItauCorpBanca RELX Zoetis
CentralSecs HillmanGroupPfd NevadaGold TrioTech Coherent HorizDAXGermany NortheastBancorp VangdRuss1000Grw CapricorTherap Innodata Presidio VeraBradley Corning JabilCircuit RELX
Chase HoustonAmEner NE Realty WellsFargoIncOpp CommerceHub A HorizNasd100 NovaMeasuring VangdRuss3000 Cardtronics Inseego ProShUltraProShQQQ Veritone NEW LOWS
CheniereEnergy Intellicheck NorsatIntl WellsFargoMltSct CommerceHub C Hortonworks Novanta VangdTotIntlStk CarrizoOil InsigniaSystems ProteonTherap Viacom A AMC Ent DynegyAWt Luby's SibanyeGold
CheniereEnHldgs ConcurrentComp HudsonTech NuvNasd100Dyn VantageEnerA Cartesian InventergyGlobal ProteostasisTher Viacom B AcadiaRealty EQT Macerich SibanyeGoldRt
NEW LOWS Conmed IAC/InterActive NVIDIA VCA CAS MedSys InVivoTherap PyxisTankers VitalTherapies AcuityBrands EastmanKodak Macy's SignetJewelers
AmericanLorain Espey Libbey SachemCapital Control4 ICC NXP Semi ViaviSolutions CatalystBiosci IQ Chaikin US SC ReprosTherap VS2xVIXShortTerm AllianceOne EastmanKodakWt Mallinckrodt SimonProperty
AmpliphiBiosci GabelliGoAnywhere NuvPA MuniVal SamsonOil&Gas CorceptTherap Icon OconeeFederalFin VicShDevEnhVol Chiasma Iridex ResearchFrontiers VSVIXShortTerm AmerEagle EastmanKodakWt Manning&Napier SouthwesternEner
Banro ImmunoCellular OrchidsPaper Senseonics CoStarGroup IHSMarkit OldPointFinl VicShEMVolWtd ChinaCeramics ITUS ReWalkRobotics WD-40 AmHomes4RentPfdF EnbridgeEnPtrs MarinSoftware SouthwestEnerPfB
ChinaPharma ImperialOil Pfenex US Geothermal CreditAcceptance ILG Orbotech VicShIntlHiDivVol ClearBr AC Grw IZEA RF Industries WestmorelandCoal AnteroMidstream Enbridge Matson Sparton
CorMedix InfuSystems PolymetMining UniqueFabricating Cresud Immunomedics OvidTherap VicShIntlVolWtd Clearfield JAKKS Pacific RokaBioscience WheelerREIT ArlingtonAssetPfB Entercom McClatchy SuburbanPropane
Daxor InspireMD RELM Wireless UnvlSecInstr CryoPortWt INC Research Parexel VidentIntlEquityFd ColumbiaSportswr Jamba RosettaGenmcs Windstream AshfordHospPrime EthanAllen MedleyCapital SuperiorIndsIntl
CSX-LinksCrudeOil InspiredEnt PathfinderBncp VSE ConsldComm JMU S&W Seed WSFS FinNts AutoZone Express MidstatesPetrol TCF Fin PfdA
NASDAQ CtznCmntyBcp IntegraLifeSci PayPal VSInverseVIXSTerm ContraFect KayneAnAcqn SAExploration XBiotech Avnet FTIConsulting Mosaic TEGNA Wi
CVD Equipment Intersections Pegasystems WCF Bancorp ContraVirPharm KayneAnAcqnUn SeanergyMarWt XeneticBiosci AvonProducts FarmlandPtrs MuellerIndustries TailoredBrands
NEW HIGHS DataIO IntlMultiAssetDiv PennNational WecastNetwork CPI Card Kirkland's SearsCanada YRC Worldwide Azul FederalRealty NatlRetailProp Tanger
51job FarmersBancp iShMSCIEAFESC PwrShDWAMom Dave&Buster's IntuitiveSurgical PennTexMidstream Weibo Barnes&Noble FirstEnergy NaturalGrocers TaubmanCtrs
Abiomed FidelityNasdComp iShMSCIEMESGOpt PwrShDWANasdMom DavisWorldwide Investar PetMedExpress Wendy's NYSE Bemis FordMotor NewMediaInvt TeekayOffshore
ActivisionBliz Finjan iShMSCIEmMkAsia PwrShDynIndls Descartes InvestorsTitle PhibroAnimal WisdTrEMConGrwth BrightScholarEduc FdnBuilding NewYork TeekayOffshorePf
AdobeSystems FirstGuarBcshs iShMSCIEuropeSmCp PwrShDynTech DvsfdRestaurant IPG Photonics PierisPharm WisdTrEMQualDivGrw NEW HIGHS BrinkerIntl Frank'sIntl NY CmntyBcp TeekayTankers
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AgroFresh FiveBelow iShPHLXSemicond PwrShGlbWater Eastern iRobot PlumasBancorp WisdTrWstnAsset AG Mortgage PfdB DTE Energy JPMChinaRegion RedHat CBL Assoc Gafisa OmegaProtein TevaPharm
AgroFresh Wt FlexSTOXXGlbESGImp iShS&P EM Infra PwrShGoldDragon eBay IronwoodPharm PointerTel WshgtnFirstBksh AberdeenGrChinaFd DTE EnergyDebF KB Fin ResourceCapPfdC CBL AssocPfdD GasLogPtrsPfdA OnDeckCapital Tidewater
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AlliedMotionTech FormulaSys JackHenry PwrShNasdInternet eHealth iShCoreMSCITotInt Premier Xilinx AcornIntl DarlingIngred KKR RealEstFin RexfordIndlRealty CGG GeneralMills ParkHotels Tredegar
Alphabet A Fortinet JanusSmCpGwthAlpha PwrShQQQ 1 ElectronicArts iShGlbTimber PrincipalPriceSet Yahoo AdvanSix Deere KMG Chem Rexnord Cars.com Genesco PenneyJC Triple-S Mgmt
Alphabet C FortressBiotech JanusSocGlbQual PwrShS&P InfTech Emcore iShGlobalInfra PrincplMillennials Yandex AgilentTechs DelEnhGlDivInc K12 ReynoldsAmer CedarRealty Grainger PA Reit TurquoiseHill
AlphaMarkActiveMgd ForumMergerUn JD.com PwrShS&P ScHealth EncoreCapital iShIndia50ETF Proofpoint YangtzeRiverDev Albemarle DeutscheBank Kemet RingCentral CenovusEnergy Guess PhoenixNewMedia UnderArmour A
Amazon.com FosterLB JiveSoftware Qiagen ePlus iShMSCIACWIETF ProShUltPrQQQ ZebraTech Alibaba DeutscBkTruPS KeysightTechs Rogers ChicagoB&I HelixEnergy QuorumHealth UrbanEdgeProp
AmplifyOnlineRet FoundationMed KellyServices A QIWI Equinix iShMSCIACWIexUSETF PureCycle Zillow A AlpineGlblDyn Diageo KoreaFund Rollins Christopher&Banks Helmerich&Payne RAIT Financial UrstadtBiddle
CivitasSolutions HertzGlobal RalphLauren UrstadtProp A
Ansys FoxFactory KraneCSIChInt Qorvo EquitableFin iShMSCIACxJpn PureFdSolactiveFin Zillow C AlpineTotDynDiv DigitalRealty KosmosEnergy SAP
AppFolio FT APxJapan KratosDefense Qualys Everbridge iShMSCIBrazilSC PwrShDWA DevMkt Zogenix Ambev Domino's KronosWorldwide S&P Global ClearChannelOutdr InvRlEst Ramco-Gershenson VEREIT
Apple FT BICK LakelandInd Radware EverspinTech iShMSCIChinaETF PwrShDWA EM Zynga AmericaMovil A Dover LaQuinta SPX FLOW ClearwaterPaper J.Jill Ramco-GershenPfd Verizon
AppliedMaterials FT CloudComp LamResearch RaPharm Expedia iShMSCIEAFEESGOpt PwrShDWA Mom AmericaMovil ENI LambWeston Salesforce.com DDR JumeiIntl RegencyCtrs Verso
arGEN-X FT DevMkts LandcadiaWt RavenIndustries NEW LOWS AmerTowerPfdB EPAM Systems LatAmDiscv Sanofi DHI Group Kadmon RetailPropofAmer VitaminShoppe
ASML FT DevMktsXUS Lantheus RCI Hospitality 21 Vianet CPS Tech KonaGrill SearsHometown AmerTowerREIT EastGroup LazardGlblFd ScorpioTankNt19 DRDGOLD KeyEnergySvcs RiteAid WashingtonPrime
ASV FT DorseyDyn5 LaureateEduc RedRobin Ability CSI Compressco Koss SensusHealthcare Amphenol EtnVncEqtyInco II LazardWorldDiv ServiceNow DSW KimcoRealty RubiconProject WeingartenRealty
AtlasFinNt2022 FT DorseyFoc5 LeggMasonDev RegenPharm AC Immune CUI Global LombardMedical SequentialBrands AnadarkoPeteUn EtnVncFRIncmPlus LennoxIntl ShinhanFin Danaos KinderMorganWt StoreCapital WestmorelandRes
Atrion FT DorseyIntl5 LeggMasonEMDivCore Repligen Accuray DawsonGeophys lululemon ShoeCarnival Aon EtnVncTxAdvOpp LumberLiqu Shopify DenburyRscs KinderMorganPfdA SallyBeauty WhitestoneREIT
Autodesk FT EM SC Alpha LendingTree RepublicFirstBncp AcelRxPharm DelcathSystems MabVaxTherap SierraOncology ApolloGlMgmtPfdA EtnVncByWrFd Luxottica SibanyeGoldRt DiamondOffshore KiteRealty SeaDrill Yext
AxoGen FT EuropeAlpha LibertyExpediaA ROBOGlblRobotics AcordaTherap DestinationXL MagneGas SilverRunII Wt AristaNetworks EtnVncTxMngOpp MDC Holdings Sony DineEquity LexingtonRealty Seaspan Zymeworks
BankofCommerce FT EurozoneAlpha LincolnEduc RTI Surgical ADMA Biologics DexteraSurgical MaidenHoldings SinovacBiotech ArlingtonAsstNt25 EtnVncTxMnGlDvEq MFS IntrmdtHiInco Square DriveShack LionsGate B SeritageGrowth
Baozun FT GerAlpha LivePerson Ryanair AethlonMedical Digirad MarathonPatent SMTC ArlingtonAssetPfB EtnVncTxMgdEqu MFS SpcVal STMicroelec
BeyondSpring FT GlblAgri LogitechIntl SandersonFarms AeviGenomic DimensionTherap Matlin&PtrsA SolenoTherap ArmourResPfdA Ecopetrol MGM Resorts StoneHarborEMInc
BiondvaxPharm FT Intl IPO Lumentum SangamoTherap AkamaiTech Dryships MatrixService SorrentoTherap AshlandGlobal EmeraldExpo MI Homes StonegateMtg CBOE MARKET REPORT
BiondvaxPharmWt FT LC GrwthAlpha Macom Tech SBA Comm AllianceMMA EchoGlobalLog Mattersight SteinMart AsiaTigersFund EquityLife MacqFstTrGlbl Strats Allst GJT
BlackBerry FT MCGrAlpDX MagicSoftware SelectBancorp Altimmune EksoBionics MER Telemgmt SunshineHeart Atento EssexProp MacqGlblInfra Strats WlMrt GJO Advances-Declines
BldrsAsia50ADS FT Nasd100 EW Marriott Sina Amerisafe Endologix MiddlesexWater SuperCom Autohome EuropeanEqFd MauiLand Stryker CALLS PUTS
BldrsDev100 FT Nasd100Tech Matlin&PtrsA Skyworks AmerSupercond EnphaseEnergy MoleculinBiotech SynthesisEnSys Avalonbay EversourceEner MaxLinear SunCommunities Last Week Last Week
BldrsEmg50 FT NasdCybersec MaximIntProducts SLM Pfd B AmTrustFinSvcs EV Energy MonsterDigital T2Biosystems AveryDennison FMC McDonalds SwissHelvFd Week Ago Week Ago
BldrsEur100 FT NasdSemicon MazorRobotics Sohu.com Amyris FalconStorSftw MoSys TapImmune Azul FelcorPfdA MedEquitiesRlty Systemax Advances 98,024 116,443 137,308 89,357
Blucora FT NasdSmartphone MCBCHoldings SORL AutoParts AntheraPharm FenixParts MySize Tecnoglass BancoBradescoPf FibriaCelulose MeritageHomes TAL Education Declines 201,164 179,299 149,288 203,981
BluStrTABIGIIsrael FT NasdTechDiv MedidataSolutions Splunk AppliedGenetic FifthStreetFin NatlCineMedia TenaxTherap BancodeChile Fidelity&Guaranty MettlerToledo TEGNA Wi
Unchanged 137,814 137,587 150,396 139,981
BobEvansFarms FT RisingDivAch MercadoLibre SS&C Tech Aradigm FinishLine Netgear Tesco BanColombia FT AberGlbOpp MS EmMktFd TPG PaceEnergy
Broadcom FT RiverFrDynDev MicrochipTech Stratasys Ardelyx FlexShDiscDurMBS NetSolTech TherapixBiosci BaxterIntl FT DynEurope MS Asia TaiwanFund Market Volatility Index (VIX)
Brooks Auto FT RiverFrDynEM MiddlefieldBanc SunOpta ArenaPharm FORM NexeoSolutionsUn TitanPharm BectonDickinsonPfA FT InterDurPfd MS ChinaShrFd TelecomArgentina
Last Prev. Month Year
CalamosDynConv FT RiverFrDynEur Mimecast Synopsys arGEN-X Forterra NicholasFin TOP Ships BiohavenPharm FT StrHiIncm MorganStanleyPfdK TelecomItalia
Week Week Ago Ago
CalAmp FT SwitzAlpha MiMedx SyprisSolutions AscenaRetail ForumMergerWt NumereX TopImageSys BlkRkGlOpEqTr FT AberEmgOpp MyersIndustries TelecomItalia A
CalFstNBcp FT TacticalHY MKS Instrum TactileSystems AscentCapital A Fossil OHAInvestment TractorSupply BlkRkIntlGrInco FivePoint NL Industries TemplMktFd VIX Index 12.04 10.40 14.63 15.20
CalitheraBiosci G1Therapeutics MobileIron TakeTwoSoftware Astrotech FT CanadaAlpha OhrPharm TransWorldEnt BlackstoneLSCrInco Flaherty&CrumDyn NVR TemplGlob The CBOE Volatility Index (VIX) is derived from the prices of all
Camtek Gaming&Leisure Mocon TatTechnologies Atlanticus FuelCell OlympicSteel TravelCenters BlckstnGSOStratCrd Floor&Decor NaviosMariPfdH ThermoFisherSci quoted at-the-money and out-of-the-money, S&P 500 Index
CareTrustREIT Geron Momo Teletech AtlasFinNt2022 G1Therapeutics Oncobiologics TravelCtrsNt28 BlockHR FortressInvt Netshoes 3D Systems (SPX) putsand callsin the two front months.
Carlyle GlbX Robotics&AI MonarchCasino Teligent ATN Intl GarrisonCapital OnconovaTherap TravelCtrsNt29 BostonScientific FranklinUniversal NewGermanyFund Toll Bros
Put-Call Ratio
CatalystPharma GlbXInternetThings MonolithicPower TowerSemi Atomera GDSHoldings OncoSecMedical TravelCtrsNt30 Box GardnerDenver NewOrientalEduc Total
BoydGaming GasLogPtrsPfdA NewRelic TotalSystem Last Week Last Previous
BrandywineRealty GeoPark NYComBncpPfdA TrancntlRlty Puts Calls Week Week
CONFERENCE CALL CALENDAR BrightScholarEduc GlobalPayments NexPointResidentl TransUnion S&P 100 6,910 5,085 136/100 109/100
BroadridgeFinl GoDaddy NextEraEnergy TsakosEnergyPfdD CBOE Equity 3,432,430 5,450,356 63/100 61/100
Earnings - Related
BrookfieldMgt Graco NextEraEnergyUn UltraparPart
Company Date Time Earnings-Related Period Investors rely on the equity put-call ratio, which tends to track
BrookfieldInfr GpoSupervielle Nokia Unilever individual trades, and the index put-call ratio, which reflects
Advance Auto Parts Inc May 24 8:00AM Q1 BrookfieldRenew HDFC Bank NomadFoods Unilever professionalandinstitutionalstrategies,ascontrarysentiment
Agilent Technologies Inc May 22 4:30PM Q2 Brown-Forman B HP NortelInversora UniversalHealth indicators.Thehighertheputtrading,themorebullishtheindi-
CBD Pao HSBC NuSTAR PfdB Visa cation and vice-versa. Readings in the CBOE equity put-call
Autozone Inc May 23 10:00AM Q3 ratio of 60:100 and in the S&P 100 of 125:100 are considered
CIT Group HealthSouth NuvDow30Dyn VailResorts
Best Buy Co Inc May 25 8:00AM Q1 bullish, for instance. Bearish signals flash when the equity put-
CPFLEnergia Heico NuvGlblHiIncmFd VeevaSystems call level reaches the vicinity of 30:100 and the index ratio hits
Intuit Inc May 23 4:30PM Q3 CableOne Heico A NuvPfdSecsIncmFd VirtusGlbMulti 75:100.
Lowe's Companies Inc May 24 9:00AM Q1 CanadaGoose Herbalife NuvTaxAdDivGr VMware
Medtronic PLC May 25 8:00AM Q4 CanNtlRlwy Hersha Pfd E OM AssetMgmtNt VoceraComm Rampart Time Premium Index
Patterson Companies Inc May 25 10:00AM Q4 CanPacRlwy HewlettPackard Ooma VoyaEM HiIncm The Composite Call Index (of time premiums on near-the-
PVH Corp May 25 9:00AM Q1 Canon Hilton OwensCorning WNS moneysix-monthscallson2461optionablestocks)was9.99at
Tiffany & Co May 24 8:30AM Q1 Care.com HomeDepot Owens-Illinois Wal-Mart Thursday's close, versus 10.27 a week earlier. The Composite
Ulta Beauty Inc May 25 5:00PM Q1 Cars.com HowardHughes PCM Fund WarriorMetCoal Put Index (of time premiums on near-the-money six-month
CtrlEuropeRussiaFd HuanengPower PJT Partners Waters puts on 2475 optionable stocks) was 8.95 at Thursday's Close,
Source: CCBN, www.ccbn.com versus9.40 a week earlier.
Chemours Huntsman PROS WeightWatchers
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, May 19, 2017 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) 11/2 11/2 1 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 4 31/2 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Africa (Rand) .0756 .0748 13.2335 13.3658
Currency Currency Foreign Foreign
Fed Funds Rate South Korea (Won) .0008948 .0008901 1117.61 1123.42
in U.S.$ in U.S.$ Currency Currency
Avg effective offer 40
/43 40
/43 2
/5 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sri Lanka (Rupee) .0066 .0066 152.3400 152.6100
Avg weekly auction-c 0.91 0.91 0.37 Sweden (Krona) .1146 .1133 8.7265 8.8289
2.95 0.95 Argentina (Peso)-y .0624 .0648 16.0157 15.4357 Switzerland (Franc) 1.0280 .9991 .9728 1.0009
T-Bills Rate Australia (Dollar) .7458 .7386 1.3408 1.3539 Taiwan (Dollar) .03333 .03312 30.006 30.191
s
13 weeks, Coupon Yield 0.920 0.915 0.279 S&P 100 Bahrain (Dinar) 2.6514 2.6521 .3772 .3771 Thailand (Baht) .02913 .02885 34.330 34.660
13 weeks, Auction Rate 0.905 0.900 0.275 2.45 0.85 Brazil (Real) .3072 .3203 3.2557 3.1224 Turkey (New Lira)-d .2797 .2800 3.5753 3.5717
26 weeks, Coupon Yield 1.040 1.034 0.376 CBOE Bulgaria (Lev) .5729 .5588 1.7454 1.7896 Ukraine (Hryvnia) .0379 .0378 26.3605 26.4700
s
26 weeks, Auction Rate 1.020 1.015 0.370 Canada (Dollar) .7401 .7293 1.3513 1.3712 U.K. (Pound) 1.3037 1.2887 .7670 .7760
Avg weekly auction-c 0.88 0.84 0.26 Chile (Peso) .001495 .001488 668.70 672.00 Uruguay (Peso) .. .. .. ..
1.95 0.75 .1453 .1449 6.8839 6.8998
China (Renminbi) Financial .03563 .03574 28.070 27.980
Broker Call Rate 2 3/4 2 3/4 2 1/4 Colombia (Peso) .0003467 .0003424 2884.21 2920.67 Venezuela (Bolivar) .098912 .099696 10.11 10.03
Croatia (Kuna) .1507659 .1471779 6.63 6.79 ----
Bankers Acceptances 1.45 0.65 1.1207 1.0932 .8923 .9148
Czech. Rep. (Koruna) .. .. .. .. Euro
1 month 0.95 0.95 0.40 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
Commercial rate .04231 .04116 23.637 24.294
2 months 1.03 1.03 0.50 Denmark (Krone) .1506 .1469 6.6412 6.8068 British, and Japanese currencies. Source: International Monetary Fund.
3 months 1.13 1.13 0.58 a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
0.95 0.55 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000 2005. y-floating rate.
6 months 1.28 1.28 0.88 Egypt (Pound)-y .0554 .0554 18.0505 18.0515
Euribor Interbank Rate Hong Kong (Dollar) .1285 .1283 7.7833 7.7937
3 months -0.331 -0.329 -0.258 0.45 0.45 Hungary (Forint) .003632 .003527 275.30 283.50
M J J A S O N D J F M A M Iceland (Krona) .009994 .009595 100.06 104.22 ARMS INDEX
6 months -0.251 -0.251 -0.143
India (Rupee) .01551 .01558 64.460 64.175
12 months -0.129 -0.127 -0.011 Source: CBOE
Indonesia (Rupiah) .0000750 .0000751 13329 13322
The Arms index, also known as the short term trading index, is a number
Libor Interbank Rate Israel (Shekel) .2793 .2777 3.5800 3.6006
.008988 .008822 111.26 113.35
derived by dividing one quotient into another quotient. The numerator in
1 month 1.02 0.99 0.44 Japan (Yen)
the index is the number of advancing stocks divided by the number of
3 months 1.19 1.18 0.66 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .003201 .003166 312.39 315.89
declining stocks. As of 3/14/11, the denominator in the index is now the
6 months 1.42 1.44 0.96 Kuwait (Dinar) 3.2835 3.2817 .3046 .3047
High bullish readings in the Consensus stock index or in the Macau (Pataca) .1245 .1246 8.0344 8.0278 compositevolumeofadvancingstocksdividedbythecompositevolumeof
12 months 1.72 1.77 1.30 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2313 .2304 4.3225 4.3398 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) .. .. .. .. Daily 5/15 5/16 5/17 5/18 5/19
Canada 2.70 2.70 2.70 Last 2 Weeks 3 Weeks
Floating rate .0534 .0532 18.7159 18.8065
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .6927 .6863 1.4436 1.4571 NYSE .85 1.19 1.30 1.18 .52
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1194 .1168 8.3756 8.5597 NYSE MKT 2.66 .63 .71 1.62 1.41
Switzerland 0.50 0.50 0.50 Consensus Bullish Sentiment 70% 69% 68% Oman (Rial) 2.5956 2.5974 .3853 .3850 Nasdaq 1.04 .53 1.52 .72 .68
Britain 0.25 0.25 0.50 Pakistan (Rupee) .00954 .00954 104.815 104.775
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (800) 383-1441. editor@consensus-inc.com Peru (new Sol) .3058 .3055 3.2697 3.2735
Other Money Rates Philippines (Peso) .02012 .02012 49.692 49.707
Fannie Mae Home Loan: AAII Index Poland (Zloty) .2675 .2595 3.7385 3.8542 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 3.49 3.63 3.19 Bullish 23.9% 32.7% 38.1% Qatar (Rial) .2746 .2746 3.6422 3.6418
Bank money market-z 0.11 0.11 0.11 Bearish 34.3 30.2 29.9 12-Month Year Week %
Russia (Ruble)-a .01757 .01751 56.925 57.103
Interest Checking-z 0.08 0.08 0.07 Neutral 41.9 37.1 32.0 High Low 5/18 5/11 Ago Chg.
Saudi Arabia (Riyal) .2666 .2666 3.7504 3.7504
6-Month Certif-z 0.21 0.21 0.17 Source: American Association of Individual Investors, Singapore (Dollar) .7217 .7121 1.3856 1.4042 634.16 443.06 Gold mining 477.47 479.08 496.13 0.34
12-Month Certif-z 0.34 0.34 0.28 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.56 0.55 0.46 Market Vane
5-Year Certificates-z 0.90 0.89 0.82 Bullish Consensus 69% 69% 69%
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
TIM Group Market Sentiment Member Bank Latest Week Ago Handy & Harman 5/19 5/12 Ago
c-Annualized yields, adjusted for constant maturity, reported by Reserve Chgs. (Mil. $) Week Change Change
the Federal Reserve on a weekly average basis. Indicator 45.8% 48.4% 49.0% Gold, troy ounce 1252.00 1231.25 1254.20
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 One week ended May 17: Silver, troy ounce 16.75 16.42 16.50
SIX Financial Information. 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 4,254,590 + 8,939 + 8,926 making refining settlement.
Price Premium Premium
Federal agency secur: Coins $ %
WEEKLY BOND STATISTICS Bought outright 10,120 -1,709 -16,690
Reserve bank credit:
Krugerrand 1304.06 50.16 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Maple Leaf 1316.60 62.70 5.00
Primary Credit 22 + 21 + 15
Week Week Week Week Week Week Mexican Peso 1519.83 8.00 0.53
Secondary Credit .... .... ....
Austria Crown 1232.07 3.00 0.24
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Seasonal Credit 43 + 2 -26 Austria Phil 1316.60 62.70 5.00
Corporate (z) 27,567 r44,176 52,539 general obligation municipal bonds.) Float -358 -56 -178 U.S. Eagles 1316.60 62.70 5.00
Municipal (z) 8,803 r10,899 12,490 3.73 3.81 3.26 Other F.R. Assets 29,929 -3,929 -1,616 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 # 4,439,125 + 5,137 -7,901 coin. Source Manfra, Tordella & Brookes, Inc.
Bond Buyer Municipal Bond Index (Index of 40
corporate bonds.) Gold stock 11,041 .... .... Bullion spot gold price 1253.90
actively-traded tax-exempt bonds; component issues are SDR Certif. Accounts 5,200 .... ....
3.22 3.39 3.36 changed regularly to keep the index a current picture of the Treas. Curr. Outst. 48,824 + 14 + 955
Interm-Grade Bonds-y (Barron's index of 10 market. Source: The Bond Buyer Total 4,524,432 + 5,180 -7,634 GOLD PERFORMANCE
medium-grade corporate bonds.) 4.12 4.20 3.89 Currency in circ 1,547,389 + 845 + 95,875
4.27 4.40 5.09 Stock/Bond Yield Gap-s (Difference between yield on Treas. Cash Hldgs 248 -6 + 141 Turmoils Friend: Gold was among the
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Fed Deposits 186,080 -12,933 -109,259 few beneficiaries of Washingtons dis-
Confidence Index (High-grade index divided by inter- Foreign Fed Deposits 5,166 -5 -22
mediate-grade index; decline in latter vs. former generally .85 1.04 .80 tress, rising to $1,252 from $1,231.
Other Fed Deposits 99,873 + 16,730 + 60,885
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Other FR liab/cap 48,310 -105 + 512 Barron's Gold Mining Index (477.47)
40
75.3 77.0 65.9 Corp Bonds, (y) 3.02 3.14 2.95 Total factors 2,284,104 -2,957 + 168,252
s
Other Confidence Indicators: v-Week ended Thursday. y-Yield to maturity, week ended Thursday. Reserves F.R. banks 2,240,327 + 8,136 -175,887 30
z-Source: Thomson Reuters.*Barclays T-Bond Index discontinued 3,234,198 + 12,363 + 14,326
Fgn hold U.S. debt
Bloomberg Barclays US Long Treasury*(This by firm.
index measures the performance of fixed-rate, nominal US Reserve Aggr (Mil. $ sa) Latest Prev. Wk. % Year 20
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) Two Wks Ended May 10: Wk. Week Chg. Ago
3384.76 3325.92 3477.65
MONEY SUPPLY Total Reserves: 2,267,318 2,356,513 -3.79 2,440,916 10
Nonborrowed Res # 2,267,269 2,356,475 -3.79 2,440,845
Bloomberg Barclays US Credit (This index Money Supply (Bil. $ seas. adj.) Latest Prev. Yr. Ago YOY % Chg
Required Res ## 180,829 183,532 -1.47 158,141
includes all publicly issued, fixed-rate, non-convertible, invest- Week ended May 8 Excess Reserves: 2,086,489 2,172,981 -3.98 2,282,775 0
ment-grade, dollar-denominated, SEC-registered corporate M1 3,466.4 3,420.3 3,244.2 6.85 Borrowed Reserves 49 38 28.95 71
debt. All issues have at least one year to maturity and outstand- M2 13,460.3 13,475.1 12,706.9 5.93
Free Reserves ### 2,086,440 2,172,943 -3.98 2,282,704
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) Two Weeks ended May 10 -10
Monetary Base 3,748,053 3,831,589 -2.18 3,831,433
s
M1 Multiplier (St. Louis Fed) 0.910 0.887 0.836 8.85 Handy & Harman Gold Price
2677.55 2650.57 2573.82 # Fed supply of permanent reserves provided.
Monthly Money Supply
Ryan Labs Treasury Index (Index of total return from Month ended April
## Demand for reserves to back deposits.
### Free reserves equal excess reserves minus discount window bor-
-20
active Treasury notes and bonds. Dec. 31, 1996=100.) M1 r3,429.0 3,437.7 3,183.2 7.72 rowings other than extended credit. Free reserves are shorthand method J J A S O N D J F M A M
of determining the degree of ease of Fed policy, or when they are negative
271.62 268.20 275.14 M2 r13,431.3 13,380.5 12,651.4 6.16 net borrowed reserves, tightness.
Market Laboratory
STOCK SPLITS/DIVIDENDS WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Record Ex-Dividend Payment
Company Name-Ticker Symbol (Exchange) Amount Date Date Date This list includes payouts on common stocks. This list includes payouts on common stocks.
NONE ..................................................................................................... NYSE NYSE
Tronox Cl A .045
Monday Delphi Automotive .29 Tuesday International Paper .462 Copa Holdings Cl A .51
SPECIAL DIVIDENDS (May 22)
Employers Holdings .15 Friday (May 23)
Magna Intl .275
National Bank Holdings .09
Corning Inc .155
Great Western Bancorp .20 (May 26) Coty Cl A .125
Apache Corp .25 Aegon ADR .138
Record Ex-Dividend Payment MDC Holdings .25 Nokia ADR .182 Crane Co .33
Astoria Financial .04 Allison Transmission .15 Avista .358
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Moelis .37 Bank of Montreal .669 Nordstrom .37 Cullen/Frost Bankers .57
Buckeye Partners 1.25 Barnes Group .14
Royal Bank of Canada .664 Charles Schwab .08 Nu Skin Enterprises Cl A .36 Dover Corp .44
Blue Hills Bancorp-BHBK (Nasdaq)..................................................... 0.20 5-31 5-26 6-14 Industrias Bachoc ADR .414 Chemed .26
Waste Connections .18 CIT Group .15 Oceaneering Intl .15 Estee Lauder Cl A .34
Mueller Water Products .04 Circor International .038
WR Berkley-WRB (NYSE) ..................................................................... 0.50 6-15 6-13 7-05 Noble Energy .10 Thursday Citigroup .16 Clipper Realty .095
Perrigo Co. PLC .16 Eversource Energy .475
Cosan Cl A .076 Piper Jaffray .312 FactSet Research Sys .56
SAP ADR 1.372 (May 25) Crawford & Co A .07
Credit Suisse Grp ADR .704 Pitney Bowes .188 Grupo Aval Acciones .034
Sociedad Quimica ADR .201 AdvancePierre Foods .16 Crawford & Co B .05
Reliance Steel .45
DIVIDEND PAYMENT REDUCTIONS Sterling Bancorp .07 Affiliated Managers .20
Fortress Invt Group Cl A .09 Equifax .39
S & P Global .41
Hubbell
JMP Group
.70
.03
Fortress Transportation .33 Harley-Davidson .365
Systemax .10 American Financial Grp 1.50 Scotts Miracle-Gro .50
Adjusted % Record Ex-Div Payment Fresenius Medical ADR .53 Hershey .618 Loews Corp .062
Webster Financial .26 Anheuser-Busch InBev 2.12 Teekay Tankers .03
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Lithia Motors Cl A .27 J Bean Tech .10 Meredith Corp .52
Weis Markets .30 Arconic .06 Wyndham Worldwide .58
Cross Timbers Royalty Tr-CRT (NYSE)............... 6.1 M .076796 .091469 -16.0 % 5-31 5-26 6-14 Western Gas Equity .491 Berkshire Hills Bancorp .21
Lloyds Banking Grp .084 Marcus Corp .125 Minerals Technologies .05
Stage Stores-SSI (NYSE) .................................... 8.8 Q .05 .15 -66.7 % 5-30 5-25 6-14 Lloyds Banking Grp .025 MarriottVacations .35 Thursday Newell Brands .23
Tuesday Capital One Fincl
Discover Finl Svcs
.40
.30
Oppenheimer Holdings A .11 Omega Protein .05 (May 25) No Amer Engy Ptnrs .015
(May 23) Oshkosh .21 Pembina Pipeline .124 Assurant .53 RLI Corp .21
Extended Stay America .21 Prudential ADR .744
Comfort Systems USA .075 Robert Half International .24 Carters .37 Sun Life Financial .316
Fibria Celulose ADR .226
DIVIDEND PAYMENT BOOSTS Core Laboratories .55
GasLog Ltd .14
Semgroup A .45
Spectra Energy Partnrs .701
Six Flags Entertainment .64 Great Plains Energy .275 SunTrust Banks .26
Deutsche Bank .202 Wheaton Precious Metls .07 Johnson & Johnson .84 Tennant Co .21
Adjusted % Record Ex-Div Payment Global Brass & Copper .038 Wabtec .10
KKR .17 Xylem .18 KeyCorp .095 Time Inc. .04
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date ING Groep ADR .451 Williams-Sonoma .39 Time Warner .402
Wednesday RELX ADR .319
Saturday Wednesday Stage Stores .05
Union Pacific .605
Citi Trends-CTRN (Nasdaq)...................................... 1.8 Q .08 .06 33.3 % 5-30 5-25 6-13 Stepan Co .205
(May 24) RELX ADR .319 (May 24) Voya Financial .01
First Midwest Bancorp-FMBI (Nasdaq) ................. 1.8 Q .10 .09 11.1 6-30 6-28 7-11 Aptargroup .32 Standex Intl .16
(May 27) NONE
Cabot Corp .315 Friday
Gentex-GNTX (Nasdaq) ............................................ 2.1 Q .10 .09 11.1 7-06 7-03 7-19 Constellation Brands A .52 Tahoe Resources .02 Sunday Carnival .40 (May 26) Saturday
Constellation Brands B .47 TAL Education Grp ADR .50 (May 28) NONE Carnival ADR .40 Aircastle Ltd .26 (May 27)
Investors Title-ITIC (Nasdaq) .................................. 0.7 Q .35 .20 75.0 6-15 6-13 6-30 China Telecom ADR 1.351 Arch Coal .35 NONE
Itau Unibanco Holding ADR-ITUB (NYSE)............ 0.5 M .004789 .004778 0.2 6-05 6-01 7-13 NASDAQ DST Systems .36 Badger Meter .115 Sunday
KeyCorp-KEY (NYSE)............................................... 2.1 Q .095 .085 11.8 5-30 5-25 6-15 Entercom Commun .075 Bank of Hawaii .50
(May 28)
Lennox International-LII (NYSE) ........................... 1.2 Q .51 .43 18.6 6-30 6-28 7-17 Monday West Bancorp .18 BOK Financial
Western New England Bp.03 Brookline Bancorp
.44
.09
Evercore Ptnrs A .34 Barrick Gold .03
NONE
(May 22) Fortive .07 Brookfield Asset Mgmt .14
Marsh & McLennan-MMC (NYSE) .......................... 2.0 Q .375 .34 10.3 7-11 7-07 8-15 AmeriServ Financial .015
WisdomTree Investmnts .08 Collectors Universe .35 FortneBrndsHome & Sec .18 Brookfield Infrastrcture .435 Monday
Monro Muffler Brake-MNRO (Nasdaq)................... 1.4 Q .18 .17 5.9 6-02 5-31 6-12 BCB Bancorp .14 Thursday Costco Wholesale
Costco Wholesale
.50
7.00
Griffon .06 Central Pacific Financial .18 (May 29)
Carlyle Group .10 (May 25) Huntington Ingalls Inds .60 China Digital TV Hldg 1.50 Crescent Point Energy .022
MSA Safety-MSA (NYSE) ......................................... 1.8 Q .35 .33 6.1 5-23 5-19 6-10 First Defiance Financial .25
Mid Penn Bancorp .13 Access National .15
Netease ADR-NTES (Nasdaq).................................. 1.5 Q 1.08 1.01 6.9 5-26 5-24 6-02 Northeast Bancorp .01 A-Mark Precious Metals .08
Guaranty Bancorp .125
NASDAQ
Interface Inc. .06
Northrop Grumman-NOC (NYSE) .......................... 1.6 Q 1.00 .90 11.1 6-05 6-01 6-21 Schnitzer Steel Inds .188 First Business Finl Svcs .13
MKS Instruments .175 Intl Speedway Cl A
LogMeIn .25 .43
Republic Bancorp KY Cl A-RBCAA (Nasdaq)........ 2.6 Q .22 .209 5.3 6-16 6-14 7-21 Tuesday Gulf Island Fabrication .01
Merrimack Pharmaccls 1.06
Tuesday Open Text .132 Mesa Laboratories .16
Heritage Commerce .10 (May 23)
Southwest Airlines-LUV (NYSE)............................ 0.9 Q .125 .10 25.0 6-07 6-05 6-28 (May 23)
Investors Bancorp .08
Nexstar Media Cl A .30 U.S. Lime & Minerals .135 Newtek Business Serv .40
Grupo Aeroportuario 1.548 P & F Industries Cl A .05 Applied Materials .10 Weyco Group .22 Peoples Fincl Svcs
Stock Yards Bancorp-SYBT (Nasdaq) ................... 2.2 Q .20 .19 5.3 6-12 6-08 7-03 .31
LPL Financial Holdings .25
Grupo Aeroportuario .164 CA Inc .255

United Fire Group-UFCS (Nasdaq) ......................... 2.6 Q .28 .25 12.0 6-01 5-30 6-15 Sanderson Farms .24 MarketAxess Holdings .33
PetMed Express .20
CDW Corp. .16 Thursday Phibro Animal Health .10
Pinnacle Finl Partners .14 Power Integrations .14
Werner Enterprises-WERN (Nasdaq)..................... 1.1 Q .07 .06 16.7 7-05 6-30 7-18 Wynn Resorts .50 Pacific Continental .11
Randgold Resources 1.00 Core-Mark Holding .09 (May 25) Qualcomm .57
Park Sterling .04 Bob Evans Farms 7.50
Western Asset Invt-IGI (NYSE) .............................. 5.2 M .09 .0779 15.5 7-21 7-19 8-01 Wednesday Paychex .46
Snyders-Lance .16 Expedia .28
Citi Trends .08 United Bancshares .12
Southern Natl Bncp of VA.08 Forward Air .15
WR Berkley-WRB (NYSE) ........................................ 0.8 Q .14 .13 7.7 6-15 6-13 7-05 (May 24) Territorial Bancorp .20
Span-America Medical .16 Littelfuse .33
First Hawaiian .22 Saturday
Columbia Banking Systm.22 West Marine .05 Jack in the Box .40 (May 27)
Fastenal Co .32 Starbucks .25 Office Depot .025
Wintrust Financial .14 NewStar Financial .02 NONE
QUARTERLY DIVIDENDS: DOW JONES INDUSTRIAL AVERAGE
First Bancshares .038 Zions Bancorp .08
Timberland Bancorp .11 Wednesday Nordson .27
FreightCar America .09 Union Bankshares .20 QIWI ADR .22 Sunday
Hanmi Financial .19 Friday WSFS Financial .07
(May 24)
Blackbaud .12 Spark Energy .362 (May 28)
This table lists the dividends of the Dow Jones Industrial Averages component stocks based on the record Heritage Financial .13 (May 26) Saturday Clifton Bancorp .06 Friday NONE
Lake Shore Bancorp .08 American Software Cl A .11
date and adjusted by the Dow Divisor in effect at the end of the quarter. Landmark Bancorp .20 Artesian Resources Cl A.232
(May 27) CRA International .14 (May 26) Monday
NONE DHX Media Var Voting .014 Blue Hills Bancorp .20 (May 29)
2017 2016 2016 2016 2016 Northfield Bancorp .08 Astec Industries .10
Sunday Finish Line Cl A .11 Blue Hills Bancorp
Richardson Electronics .06 BankFinancial .07 .05 Ebix .075

Company Mar. Dec. Sep. June Mar. Flir Systems .15 CSX .20 Scripps Networks Inter A .30
Summit State Bank .12 Bankwell Financial Group.07 (May 28)
Am Exp (AXP) ................... .32 .32 .29 .29 .29 Sussex Bancorp .06 Bassett Furniture Inds .10 NONE Green Plains .12 Hardinge .02 Student Transportation .037
Apple Inc (AAPL) .............. .57 .57 .57 .57 .52
Boeing (BA) ...................... 1.42 1.09 1.09 1.09 1.09 NYSE MKT NYSE MKT
Caterpillar (CAT) ............... .77 .77 .77 .77 .77 Monday Thursday Saturday Tuesday Friday Sunday
Chevron Corp (CVX).......... 1.08 1.08 1.07 1.07 1.07 (May 22) NONE (May 25) (May 27) (May 23) (May 26) (May 28)
Cisco Sys (CSCO) ............. .29 .26 .26 .26 .26 Tuesday Seaboard 1.50 NONE NONE Libbey .118 NONE
Coca-Cola (KO)................. .37 .35 .35 .35 .35 (May 23) Sunday Wednesday Unique Fabricating .15 Monday
Disney, Walt (DIS) ............ Nil .78 .71 Nil Nil Gold Resource .002 Friday (May 28) (May 24) NONE (May 29)
du Pont (DD)..................... .38 .38 .38 .38 .38 Wednesday (May 26) NONE Thursday Saturday NONE
(May 24) NONE Friedman Industries .01 (May 25) NONE (May 27) NONE
ExxonMob (XOM) ............. .75 .75 .75 .75 .73
Gen Elec (GE).................... .94 .24 .23 .23 .23
Goldman Sachs (GS) ........ .65 .65 .65 .65 .65 NEW LISTINGS NAME CHANGES
Home Depot (HD) ............. .89 .69 .69 .69 .69
IBM (IBM)......................... 1.40 1.40 1.40 1.40 1.30 NYSE NYSE
Intel (INTC)....................... .26 .26 .26 .26 .26
JohnsonJ (JNJ) ................ .80 .80 .80 .80 .75 Bright Scholar Education Holdings (BEDU) Dominion Energy Midstream Partners (DM), formerly
JP MorgCh (JPM) ............. .48 .48 .48 .44 .44 Gorman-Rupp (GRC) Dominion Midstream Partners
McDonalds (MCD) ............ .94 .94 .89 .89 .89 HC2 Holdings (HCHC) Wheaton Precious Metals (WPM), formerly Silver Wheaton
Merck (MRK) .................... .47 .47 .46 .46 .46
Microsoft (MSFT) ............. .39 .39 .36 .36 .36 NYSE MKT (SLW)
Nike Inc (NKE) .................. .18 .18 .16 .16 .16 NexGen Energy (NXE) NYSE MKT
Pfizer (PFE)....................... .32 .30 .30 .30 .30
Proc Gamble (PG)............. .6695 .6695 .6695 .6695 .6629 Silvercorp Metals (SVM) Alio Gold (ALO), formerly Timmins Gold (TGD)
3M Co. (MMM) ................. 1.175 1.11 1.11 1.11 1.11 Nasdaq Intellicheck (IDN), formerly Intellicheck Mobilisa
Travelers Cos (TRV).......... .67 .67 .67 .67 .61 Nasdaq
UntdHlth Grp (UNH).......... .625 .625 .625 .625 .50 arGEN-X (ARGX)
Untd Tech (UTX) ............... .66 .66 .66 .66 .64 G1 Therapeutics (GTHX) None
Verizon (VZ) ..................... .5775 .5775 .565 .565 .565
Visa (V)............................. .165 .165 .14 .14 .14
Wal-Mart (WMT) .............. .51 .50 .50 .50 .50 TRADING SUSPENDED
Total Dividends........ 18.722 18.127 17.8595 17.1095 16.6779
NYSE Gorman-Rupp (GRC)
DJIA Divisor ..................... 0.14602128057775 0.14602128057775 0.14602128057775 0.14602128057775 0.14602128057775 HC2 Holdings (HCHC)
DJIA Average .................... 20663.22 19762.60 18308.15 17929.99 17685.09 InvenSense (INVN)
DJIA Qtr. Divs ................... 128.21 124.14 122.31 117.17 114.22 Nasdaq
DJIA 4-Qtr. Divs................ 491.83 477.98 469.46 455.24 450.23 NYSE MKT Merchants Bancshares (MBVT)
DJIA Div. Yield, % ............. 2.38 2.42 2.56 2.54 2.55 American DG Energy (ADGE) Synutra International (SYUT)
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The S&P 500 Dividend Aristocrats Index is a product of S&P Dow Jones Indices LLC and its afliates and has been licensed for use by ProShares. S&P is a registered trademark of Standard & Poors Financial Services LLC (S&P) and Dow Jones
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with the funds advisor. 2017 PSA 2017-2118
Specialties:
May 22, 2017
TOP
R Retail (<$1mil)
H High Net Worth ($1-10mil)
BARRONS
ADVISORS. BEST
U Ultra-High Net Worth (>$10mil)

A SPECIAL AD SECTION
F Foundations
E Endowments
PRACTICES.
I Institutional
S1
S2 BARRONS May 22, 2017
LETTER FROM THE EDITOR
What It Takes To Be A Barrons Advisor

B
arrons began ranking financial advisors in 2004 with the goal of shining a spotlight on the best people in the business. Many stories had been written in the
press over the years about bad financial advisors and the trouble they caused investors. But those stories held little benefit for our readers. What our readers
wanted to know is this: Who are the truly great financial advisors and what are they telling their clients?
Thats the question weve tried to answer with our advisor rankings.
From the outset, the rankings have been a remarkable success. It is now accepted in the industry that the advisors ranked by Barrons represent the top 1% of their
profession. In fact, its become a badge of honor to be called a Barrons advisor, a phrase thats cropped up informally to describe the folks who make our lists. We
began in 2004 with our first ranking of the nations top 100 advisors, working with a small firm called the Winners Circle, which we acquired in 2008. We published
our first list of the Top 100 Women Advisors in 2006. A year after that, we published a list of the Top 100 Independent Advisors, meaning the best advisors not affili-
ated with the big full-service firms like Merrill Lynch, Morgan Stanley, Wells Fargo, or UBS.
One problem with all of these lists: They were dominated by advisors in New York, California, Florida, and a few other places where Americas wealth is concentrated.
We knew that we were missing great advisors in South Carolina, Alaska, Wyoming, and other states with smaller amounts of wealth.
Our solution: the Top 1,000 state-by-state ranking, which we first published in 2009 and which we expanded to 1,200 spots in 2014. This list grants each state a
minimum of six spots and allows proportionately more spots for states with greater assets.
All of our advisor rankings are based on hard numbers: an advisors assets under management and annual revenue generated, as well as length of time in the business,
client retention, and philanthropic work. Critically important, we carefully check the regulatory record of each advisor we rank.
Every year, readers ask us how to get in touch with specific advisors who are ranked in Barrons. This special advertising
Advisors pay a fee to
section, published 10 times a year, is an effort to make that easier. This section allows Barrons-ranked advisorsand
be listed in this section, only Barrons-ranked advisorsto publish their phone numbers, email addresses, and Website addresses. A link to this
special advertising section can be found on the home page of Barrons Advisor Center: Barrons.com/AdvisorCenter.
but their participation
The site, launched in October 2016, is devoted to helping advisors serve their clients better. Advisors pay a fee to be
has no bearing on their listed in this section, but their participation has no bearing on their place in our rankings, nor does it guarantee that they
place in our rankings, will be ranked in future years. In our advisor rankings, as in all Barrons journalism, the readers interests must come first
and not be subordinated to any commercial considerations.
nor does it guarantee
We want to thank all Barrons-ranked advisors and their firms for helping us make our rankings successful. We also want
that they will be ranked to thank these advisors for setting the highest standards for their profession and for sharing their investing insights on a
in future years. regular basis with Barrons readers.
Jack Otter | Editor

May 22, 2017 BARRONS S3
Directory of Barrons-Ranked Financial Advisors
Total Team Typical Acct. Typical Net

Name Location/Firm Phone Email/Web Specialities Assets ($ mil) Size ($ mil) Worth ($ mil)
ALABAMA
Merrill Lynch Wealth Mgmt mark_mantooth@ml.com
Mark Mantooth
Huntsville
(256) 650-2441
fa.ml.com/mantooth_pols RHUI 981 2 3.5
Merrill Lynch Wealth Mgmt robert_runkle@ml.com

Robert Runkle
Montgomery
(334) 409-5810
fa.ml.com/robert_runkle HUFI 1270 2.5 3.8
ARIZONA
Morgan Stanley PWM robert.bancroft@morganstanleypwm.com
Robert Bancroft
Scottsdale
(480) 624-5714
morganstanleypwa.com/bbg RHU 944 15 25.0
RBC Wealth Mgmt allan.flader@rbc.com

Allan Flader
Phoenix
(602) 381-5388
fladergroup.com RHU 636 2.5 5.0
Merrill Lynch Wealth Mgmt schris_gale@ml.com

S. Christopher Gale
Scottsdale
(480) 607-8765
fa.ml.com/sg_group RHUFI 773 5 10.0
Merrill Lynch Wealth Mgmt james_marten@ml.com

James Marten
Phoenix
(602) 954-5016
fa.ml.com/martengroup RHUFE 1,323 3 5.0
Merrill Lynch Wealth Mgmt david_stahle@ml.com

David Stahle
Gilbert
(480) 752-6435
fa.ml.com/sbgroupaz RHUFE 2312 3 5.0
Wells Fargo Advisors transuer@wellsfargo.com

HU
Ruth Transue (520) 529-5932 675 2 4.0

Tucson ruthtransue.wfadv.com
Wilde Wealth Mgmt Group trevor@wildewealth.com

Trevor Wilde
Scottsdale
(480) 361-6203
wildewealth.com RH 448 0.72 1.3
ARKANSAS
UBS Financial Services hardy.winburn@ubs.com
Hardy Winburn V
Little Rock
(501) 221-5101
ubs.com/team/winburn RHUI 448 2.6 5.0
CALIFORNIA
Morgan Stanley Wealth Mgmt anouchka.m.balog@morganstanley.com
Anouchka Balog
Laguna Niguel
(949) 365-5306
morganstanleyfa.com/balog RHU 543 5 10.0
Westmount Asset Management jberliner@westmount.com

Jim Berliner
Los Angeles
(310) 556-2502
westmount.com RHUFEI 2,393 2.75 8.0
Churchill Management Group fredafern@churchillmanagement.com

Fred Fern
Los Angeles
(323) 937-7110
churchillmanagement.com RHUI 3,953 0.75 3.0
J.P. Morgan Securities gary.fournier@jpmorgan.com

Gary Fournier
Los Angeles
(213) 553-7410
jpmorgansecurities.com/thefourniergroup HUI 1,312 10 25.0
Merrill Lynch PBIG eric_gray@ml.com

Eric Gray
Los Angeles
(310) 407-3797
pbig.ml.com/advisor/grayteam.html HUF 8,542 50 80.0
Merrill Lynch Wealth Mgmt philippe_hartl@ml.com

Philippe Hartl
Century City
(310) 407-3984
pbig.ml.com/advisor/hartl_team.html HUF 2,623 30 80.0
Signature Estate & Inv Adv bholmes@seia.com

Brian Holmes
Los Angeles
(310) 712-2326
seia.com HUFI 5,490 8 21.0
Merrill Lynch Wealth Mgmt peter_huffman@ml.com

Peter Huffman
La Jolla
(858) 456-3624
fa.ml.com/huffman_group RHUFE 696 5 17.5
Graystone Consulting dana.jackson@msgraystone.com

Dana Jackson
Menlo Park, Calif.
(650) 234-5902
morganstanleypwa.com/jacksoncapitalgroup HUF 24,920 30 45.0
Specialties: R Retail (<$1mil) H High Net Worth ($1-10mil) U Ultra-High Net Worth (>$10mil) F Foundations E Endowments I Institutional

Merrill Lynch PBIG richardb_jones@ml.com

Richard Jones
Los Angeles
(310) 407-4925
pwa.ml.com/joneszafarigroup UFE 13,851 50 75.0
Merrill Lynch PBIG john_mcnamee@ml.com

John McNamee
Los Angeles
(310) 407-4824
pwa.ml.com/mcnameewhite HUFI 3,917 40 75.0
Morton Capital Management clientservices@mortoncapital.com

Lon Morton
Calabasas
(818) 591-6205
mortoncapital.com RHUI 1,602 2.7 8.0
Ameriprise Financial george.x.papadoyannis@ampf.com

George Papadoyannis
San Mateo
(650) 593-9170
papadoyannisandassociates.com RHU 4,400 2 7.5
Pence Wealth Mgmt laila.pence@lpl.com

Laila Pence
Newport Beach
(949) 660-8777
pencewealthmanagement.com RHU 1,358 2 5.0
Morgan Stanley PWM darren.a.pfefferman@morganstanleypwm.com

Darren Pfefferman
San Diego
(858) 597-7754
morganstanleypwa.com/scottgroupsb RHUE 1,681 10 25.0
Kayne Anderson Rudnick spowell@kayne.com

Spuds Powell
Los Angeles
(310) 282-7945
kayne.com HUFI 11,978 7 15.0
Merrill Lynch Wealth Mgmt perry_richards@ml.com

Perry Richards
Beverly Hills
(310) 858-4816
fa.ml.com/rh_associates HUFI 991 5 15.0
UBS Financial Services joseph.schirripa@ubs.com

Joseph Schirripa
Beverly Hills
(310) 281-3810
ubs.com/team/schirripagroup RHUI 1,599 3 10.0
UBS Financial Services lawrence.smith@ubs.com

Lawrence Smith
Brea
(800) 778-1877
ubs.com/team/owp RHF 644 1.3 2.5
Morgan Stanley Wealth Mgmt alan.whitman@morganstanley.com

Alan Whitman (626) 495-9313 RHU 2,571 5 15.0
Pasadena morganstanleyfa.com/wr
Dowling & Yahnke dale.yahnke@dywealth.com

Dale Yahnke
San Diego
(858) 509-9500
dywealth.com HUF 3,223 3 20.0
Destination Wealth Management michael@destinationwm.com

Michael Yoshikami
Walnut Creek
(925) 935-2900
destinationwm.com RHU 1,700 2 8.0
Morgan Stanley Wealth Mgmt cheryl.young@morganstanley.com

Cheryl Young
Los Gatos
(408) 358-0976
morganstanleyfa.com/youngandassociates RHU 1,133 8 15.0
COLORADO
LPL Financial Services mbrown@brown-tedstrom.com
Mark R. Brown
Denver
(303) 863-7231
brown-tedstrom.com HU 573 7.6 14.4
Morgan Stanley PWM shawn.fowler@morganstanley.com

Shawn Fowler
Denver
(303) 446-3306
morganstanleypwa.com/shawnfowlermaxwellbull HUI 2686 33 62.0
Morgan Stanley Wealth Mgmt bruce.hemmings@ms.com

G. Bruce Hemmings
Loveland
(970) 776-5501
morganstanleyfa.com/hemmingsgroup RHU 476 2 5.0
Merrill Lynch PBIG carl_hoover@ml.com

Carl Hoover
Denver
(720) 941-2033
pbig.ml.com/advisor/thehtteam.html HU 2,457 12 15.0
Janiczek Wealth Management jjaniczek@janiczek.com

Joseph Janiczek
Greenwood Village
(303) 721-7000
janiczek.com HU 483 2.5 7.0
Obermeyer Wood Inv Counsel info@obermeyerwood.com

Wally Obermeyer
Aspen
(970) 925-8747
obermeyerwood.com RHU 1,560 3 10.0
Raymond James mark.smith@raymondjames.com

Mark J. Smith
Greenwood Village
(303) 768-0007
mj-smith.com RH 862 1.6 2.1
Merrill Lynch PBIG scott_thisted@ml.com

Scott Thisted
Denver
(720) 941-2034
pbig.ml.com/advisor/thehtteam.html HU 2,457 12 15.0

CONNECTICUT
Beirne Wealth Consulting jbetzig@beirnewealth.com
Jim Betzig
Milford
(203) 701-8606
beirnewealth.com RHUFI 2,335 2.2 5.5
Morgan Stanley Wealth Mgmt peter.chieco@morganstanley.com

Peter Chieco
Greenwich
(203) 625-4897
morganstanleyfa.com/thesoundshoregroup RHUI 1,360 5 15.0
Merrill Lynch PBIG jeff_erdmann@ml.com

Jeff Erdmann
Greenwich
(203) 861-5902
pbig.ml.com/advisor/erdmanngroup U 6013 36.7 50.0
Merrill Lynch Wealth Mgmt mario_forlini@ml.com

Mario Forlini
Greenwich
(203) 861-5930
fa.ml.com/theforlinigroup HU 779 4 10.0
Merrill Lynch Wealth Mgmt david_goodwin@ml.com

David E. Goodwin
Hartford
(800) 998-9837
fa.ml.com/goodwin_group RHUF 547 6 10.0
Morgan Stanley PWM john.goodwin@morganstanleypwm.com

John H. Goodwin
Stamford
(212) 761-3986
morganstanleypwa.com/gwtteam HUF 2,138 50 75.0
UBS Financial Services william.greco@ubs.com

William Greco
Hartford, Conn.
(860) 727-1515
financialservicesinc.ubs.com/team/grecogroup RHU 5,177 9 12.0
Morgan Stanley PWM terry.markey@morganstanleypwm.com

Terence Markey
Greenwich
(203) 625-4884
morganstanleypwa.com/fmmsgroup HUI 5,384 28 60.0
Janney Montgomery Scott noblegroup@janney.com

Charles J. Noble III
New Haven
(203) 784-7401
noblewealthadvisors.com RHUI 800 5 10.0
Morgan Stanley Wealth Mgmt harold.j.trischman@morganstanley.com

Harold Trischman
Greenwich
(203) 625-4824
fa.morganstanley.com/trischmangroup RHUFE 1,893 4 9.0
LPL Financial Services joan.valenti@valentiwealthmanagement.com

Joan Valenti
Farmington
(860) 677-7790
valentiwealthmanagement.com RHUI 405 2 2.0
DELAWARE
Wells Fargo Advisors dana.edwards@wellsfargoadvisors.com
Donald DeWees Sr.
Greenville
(302) 428-8611
deweesicg.com RHUFI 962 1.5 3.5
Merrill Lynch Wealth Mgmt michael_s_koppenhaver@ml.com

Michael Koppenhaver
Dover
(888) 766-4680
fa.ml.com/koppenhaver_hawkins_associates RHUFEI 600 1.6 4.6
Ameriprise Financial kimberlee.m.orth@ampf.com

Kimberlee Orth
Wilmington
(302) 475-5105
orthfinancialgroup.com RHU 1554 4.02 10.5
WASHINGTON, DC
Morgan Stanley Wealth Mgmt michael.j.freiman@morganstanley.com
Michael Freiman
Washington
(202) 778-1382
teamfreiman.com RHUFE 1,311 1 2.5
Merrill Lynch Wealth Mgmt paul_goreeiii@ml.com

Paul Goree III
Washington
(202) 659-6198
fa.ml.com/groupag RHU 1,200 4.2 7.0
Merrill Lynch Wealth Mgmt michael_kirvan@ml.com

Michael Kirvan
Washington
(202) 659-7349
fa.ml.com/thekirvangroup RHU 815 4.3 9.0
Merrill Lynch PBIG neil.kishter@ml.com

Neil Kishter
Washington
(202) 659-5033
pwa.ml.com/neil.kishter HU 604 5 20.0
Morgan Stanley PWM marvin.mcintyre@morganstanleypwm.com

Marvin McIntyre
Washington
(202) 778-1381
morganstanleypwa.com/cwmg RHUFI 3380 5 25.0
Wells Fargo Advisors christopher.sargent@wellsfargoadvisors.com

Christopher S. Sargent
Washington
(202) 861-4519
thesargentinvestmentgroup.wfadv.com RHUFE 896 3 5.0
Morgan Stanley PWM john.m.williams@morganstanleypwm.com

John M. Williams
Washington
(202) 862-2876
morganstanleypwa.com/williams_group HUFE 2,094 20 35.0

FLORIDA
Morgan Stanley Wealth Mgmt richard.altieri@morganstanley.com
Richard Altieri
Boca Raton
(561) 393-1836
fa.morganstanley.com/thealtierigroup RHU 1,121 5 20.0
J.P. Morgan Securities louise.armour@jpmorgan.com

Louise Armour
Palm Beach
(561) 798-3205
jpmorgansecurities.com/louisearmour RHUF 915 7 17.0
Raymond James peter.bermont@raymondjames.com

Peter Bermont
Coral Gables
(305) 446-6600
bermontadvisorygroup.com HUFE 1,360 11 25.0
Morgan Stanley Wealth Mgmt gary.burwick@ms.com

Gary Burwick
Plantation
(954) 577-8885
morganstanleyfa.com/theburwickmillsgroup RHUI 669 3 5.0
Morgan Stanley PWM adam.e.carlin@morganstanleypwm.com

Adam Carlin
Coral Gables
(305) 476-3302
morganstanleyfa.com/carlin HU 2,188 16 25.0
J.P. Morgan Securities damion.carufe@jpmorgan.com

Damion Carufe
Palm Beach Gardens
(561) 694-5688
jpmorgansecurities.com/carufegroup RHU 755 5 10.0
Merrill Lynch PBIG louis_chiavacci@ml.com

Louis Chiavacci
Coral Gables
(888) 655-6847
pwa.ml.com/chiavacciteam UF 2,285 35 75.0
Raymond James don.dadesky@raymondjames.com

Don dAdesky
Boca Raton
(561) 981-3690
raymondjames.com/theamericasgroup RHUI 3,250 10 3.0
Morgan Stanley Wealth Mgmt aimee.cogan@morganstanley.com

Aimee DeMariano Cogan
Sarasota
(941) 363-8515
morganstanleyfa.com/bellwethergroup HUFE 739 10 20.0
Wells Fargo Advisors robert.t.edwards@wfadvisors.com

Bob Edwards
Naples
(239) 254-2200
moranedwards.com RHUFI 3,253 5 25.0
Morgan Stanley Wealth Mgmt nelson.faro@ms.com

Nelson Faro
Aventura
(305) 937-7138
morganstanleyfa.com/thefarogroup RHUI 2,521 5 6.0
Morgan Stanley Wealth Mgmt david.h.fox@morganstanley.com

David Fox
Boca Raton
(561) 393-1513
morganstanleyfa/foxteamsb RHUFEI 2,396 4 10.0
Morgan Stanley Wealth Mgmt neil.a.fox@morganstanley.com

Neil A. Fox
Boca Raton
(561) 393-1513
morganstanleyfa.com/foxteamsb RHUI 2,396 4 10.0
Morgan Stanley Wealth Mgmt janet.franco.gordon@morganstanley.com

Janet Franco Gordon
Coral Gables
(305) 476-3304
morganstanleyfa.com/thegordongroup HU 830 5.5 12.0
Merrill Lynch Wealth Mgmt eric.glasband@ml.com

Eric Glasband
Boca Raton
(561) 361-3437
fa.ml.com/GS RHUFEI 808 4.52 10.0
Wells Fargo Advisors keith.jacoby@wfadvisors.com

Keith Jacoby
Naples
(239) 254-2252
jacobynealonmccainwmg.com RHU 608 7 10.0
Merrill Lynch Wealth Mgmt william_w_king@ml.com

William King
Vero Beach
(212) 382-8515
fa.ml.com/william_w_king HUFEI 1,460 6 15.0
WaterOak Advisors newclient@wateroak.com

Clarke Lemons
Winter Park
(407) 567-2956
wateroak.com RHUF 1,641 3 5.0
Wells Fargo Advisors michael.mccain@wfadvisors.com

Michael McCain
Naples
(239) 254-2206
jacobynealonmccainwmg.com RHU 1,108 6 12.0
Merrill Lynch Wealth Mgmt william_h_merriam@ml.com

William Merriam
Jacksonville
(904) 218-5931
fa.ml.com/bill_merriam RHUFEI 860 2 5.0
Merrill Lynch Wealth Mgmt mark_m_miller@ml.com

Mark Miller
Boca Raton
(561) 416-4629
fa.ml.com/mark_miller RHU 707 4 10.0
Wells Fargo Advisors thomas.moran@wfadvisors.com

Thomas Moran
Naples, Fla.
(239) 254-2200
moranedwards.com RHUF 3,405 5 25.0
Graystone Consulting charles.mulfinger.ii@msgraystone.com

Charles Mulfinger II
Tampa
(813) 227-2061
morganstanleygc.com/gctampa RHUI 5,860 5.75 8.0

Morgan Stanley Wealth Mgmt michael.nickler@morganstanley.com

Michael Nickler
West Palm Beach
(561) 822-4955
morganstanley.com/fa//thenicklergroup RHU 642 5 10.0
Pinkerton Wealth Mgmt scottpinkerton@pinkertonwmg.com

Scott Pinkerton
Venice
(941) 408-8557
pinkertonwmg.com RHUFE 697 5 8.0
Merrill Lynch Wealth Mgmt adam.rosenfeld@ml.com

Adam Rosenfeld
Miami
(305) 577-6903
fa.ml.com/rosenfeldgroup HU 742 30 150.0
Morgan Stanley PWM andrew.schultz@morganstanleypwm.com

Andrew Schultz
Miami Beach
(305) 695-6116
fa.morganstanley.com/theschultzgroup HU 1,124 10 25.0
BSSFA msilver@bssfa.com
Michael Silver
Boca Raton
(561) 447-1997
bssfa.com RHUI 453 1 3.0
Raymond James mickey.silverman@raymondjames.com

Mickey Silverman
Boca Raton
(561) 997-9100
raymondjames.com/silvermangroup RHUF 1,308 5 35.0
J.P. Morgan Securities sal.tiano@jpmorgan.com

Sal Tiano
Palm Beach Gardens
(561) 694-5600
jpmorgansecurities.com/tianogroup HUI 1,600 15 30.0
GEORGIA
Balentine rbalentine@balentine.com
Robert Balentine
Atlanta
(404) 537-4800
balentine.com HUEI 2,373 16 25.0
Morgan Stanley PWM james.c.hansberger@morganstanleypwm.com

James Hansberger
Atlanta
(404) 264-4269
fa.morganstanley.com/hansbergermerlin HUF 2,171 20 50.0
Morgan Stanley Wealth Mgmt saul.levy@morganstanley.com

Saul Levy
Atlanta
(770) 698-2110
fa.morganstanley.com/theatlantagroup RHU 767 6 15.0
UBS PWM vandyke.price@ubs.com

HUFI
Van Price (404) 479-6080 3,914 25 50.0

Atlanta financialservicesinc.ubs.com/team/ledoyenprice
Merrill Lynch PBIG rod_westmoreland@ml.com

Rod Westmoreland
Atlanta
(404) 264-2066
pbig.ml.com/advisor/westmorelandgroup.html HU 3992 30 60.0
IDAHO
Edward Jones andy.dodson@edwardjones.com
Andy Dodson
Nampa
(208) 466-1690
edwardjones.com RH 266 0.5 1.0
ILLINOIS
Merrill Lynch PBIG raj_bhatia@ml.com
Raj Bhatia
Chicago
(312) 325-2676
pwa.ml.com/bhatiagroup HUFE 1,473 15 25.0
Morgan Stanley Wealth Mgmt kyle.chudom@ms.com

Kyle Chudom
Oak Brook
(630) 573-9680
chudomhayes.com RHU 738 1.5 5.0
Morgan Stanley PWM brad.dehond@morganstanley.com

Brad DeHond
Chicago
(312) 706-4517
morganstanleypwa.com/mspwmchicago-mdm UF 1,836 37 45.0
Merrill Lynch Wealth Mgmt daniel.fries@ml.com

Daniel Fries
Chicago
(312) 696-2121
fa.ml.com/officeofdanielfries RHU 791 2.5 5.0
Wells Fargo Advisors steven.hefter@wellsfargoadvisors.com

Steven Hefter
Highland Park
(847) 563-3401
hlmcapital.com HUF 5000 10 30.0
Merrill Lynch Wealth Mgmt tom_kilborn@ml.com

Tom Kilborn
Northbrook
(847) 564-7201
fa.ml.com/kilborngroup RHU 858 4 6.0
Morgan Stanley PWM james.moriarity@morganstanley.com

James M. Moriarity
Chicago
(312) 706-4572
morganstanleypwa.com/mspwmchicago-mdm UF 1,837 37 45.0
Morgan Stanley PWM james.oberheide@morganstanleypwm.com

James Oberheide
Chicago
(312) 443-6090
morganstanleyfa.com/theoberheidegroup UF 3,200 50 100.0
Merrill Lynch Wealth Mgmt s_oberlander@ml.com

Sharon Oberlander
Chicago
(312) 696-7620
fa.ml.com/oberlandergroup HU 1,106 5 12.0
Merrill Lynch Wealth Mgmt steven_k_porter@ml.com

Steven Porter
Northbrook
(847) 564-7213
fa.ml.com/theportergroup RHU 589 2.2 3.2

Merrill Lynch PBIG maureen_raihle@ml.com

Maureen Raihle
Chicago
(312) 325-2635
pwa.ml.com/vrgroup HU 5,762 25 40.0
Morgan Stanley Wealth Mgmt kathy.roeser@ms.com

Kathleen Roeser
Chicago
(312) 443-6500
fa.morganstanley.com/theroesergroup HUFI 967 8 15.0
Morgan Stanley Wealth Mgmt joseph.silich@morganstanley.com

Joseph Silich
Chicago
(312) 443-6200
morganstanleyfa.com/joseph.silich HU 921 7 12.0
Merrill Lynch Wealth Mgmt brian_k_speers@ml.com

Brian Speers
Oak Brook
(630) 954-6396
fa.ml.com/bolin_speers_group RHUI 910 3.5 5.0
Morgan Stanley Wealth Mgmt laura.kane@morganstanley.com

Ronald Stenger
Oak Brook
(630) 573-9794
retirementnavigationprocess.com RH 528 1.3 3.0
Wells Fargo Advisors leo_stevenson@ml.com

John Stevenson Jr.
Quincy
(734) 324-3826
fa.ml.com/wyandottegroup RHUFI 1,005 3 4.0
Merrill Lynch Wealth Mgmt mark_w_thorndyke@ml.com

Mark Thorndyke
Chicago
(312) 696-7645
fa.ml.com/thorndykesheppardgroup RHU 904 4 6.0
Merrill Lynch Wealth Mgmt john_verbockel@ml.com

John Ver Bockel
Chicago
(312) 325-2634
pwa.ml.com/vrgroup HU 5,762 25 40.0
Merrill Lynch PBIG dave_wright@ml.com

David Wright
Chicago
(312) 325-2620
pwa.ml.com/wrighthudakzabel HUF 2,001 25 40.0
IOWA
Ameriprise Financial jeffrey.w.brandt@ampf.com
Jeffrey Brandt
Fort Dodge
(800) 647-9548
ascendantwealthmanagementgroup.com RH 563 1 3.6
Edward Jones timothy.finucan@edwardjones.com

RHU
Timothy Finucan (515) 832-4155 472 0.75 1.5

Webster City edwardjones.com
Wells Fargo Advisors

Matthew Fryar
Des Moines
(515) 245-3120 matthew.r.fryar@wellsfargo.com HUF 640 5 7.0
Morgan Stanley PWM keith.k.swanson@morganstanleypwm.com

Keith Swanson
West Des Moines
(515) 224-5501
morganstanleypwa.com/swanson HUFI 736 7 15.0
KANSAS
Morgan Stanley Wealth Mgmt scott.ferguson@morganstanley.com

Scott D. Ferguson
Leawood
(913) 402-5290
morganstanleyfa.com/thefergusonsmithgroup RHUF $617 $4 8.0
KENTUCKY
Merrill Lynch Wealth Mgmt barry_barlow@ml.com
Barry Barlow
Louisville
(502) 329-5097
fa.ml.com/b_barlow RHUF $653 $3 7.5
LOUISIANA
Merrill Lynch Wealth Mgmt curtis_eustis@ml.com
Curtis Eustis
New Orleans
(504) 586-7787
fa.ml.com/tle_group HUFEI 786 10 25.0
Ameriprise Financial charles.l.simmons@ampf.com

Charles Simmons
Metairie
(504) 779-7790
ameripriseadvisors.com/charles.l.simmons RHUI 1,733 0.75 1.8
Morgan Stanley Wealth Mgmt james.m.spiro@morganstanley.com

James Spiro
New Orleans
(504) 585-3973
morganstanleyfa.com/spirogroup RHU 1,669 1 4.0
MAINE
Morgan Stanley Wealth Mgmt todd.h.doolan@morganstanley.com
Todd Doolan
Portland
(207) 771-0844
morganstanleyfa.com/thedoolaneldredgegroup RHUI $360 $1.80 26.0
MARYLAND
Wells Fargo Advisors larry.d.boggs@wfadvisors.com
Larry Boggs
Cumberland
(301) 724-2660
home.wellsfargoadvisors.com/larry.d.boggs RHU 1,145 3 5.0
Collins Investment Group robert.collins@wfafinet.com

Robert Collins
Bethesda
(301) 915-9630
collinsinvestmentgroup.com RHU 742 3 7.0

Alex.Brown / Raymond James barry.garber@alexbrown.com

Barry Garber
Baltimore
(410) 525-6210
garberwealthmanagement.com HUFEI 2,500 15 25.0
Wells Fargo Advisors james.holzapfel@wellsfargoadvisors.com

Jim Holzapfel
Hagerstown
(240) 513-2766
holzapfelinvestmentgroup.com RHUFI 834 1.5 3.5
RBC Wealth Mgmt brian.kroneberger@rbc.com

Brian Kroneberger, Jr.
Hunt Valley
(410) 316-5454
thedkhgroup.com HUI 1,400 3.5 5.0
Lynch Group/Raymond James info@lynchretirementgroup.com

John Lynch
Fulton
(410) 715-3600
lynchretirementgroup.com RH 505 1.5 3.0
Ameriprise Financial william.a.morgan@ampf.com

William Morgan III
Ellicott City
(410) 418-9800
ameripriseadvisors.com/william.a.morgan RHU 940 0.9 2.3
Merrill Lynch Wealth Mgmt kent_pearce@ml.com

Kent Pearce
Towson
(410) 321-4340
fa.ml.com/pearce_group HUF 1,253 7 20.0
Graystone Consulting robert.s.scherer@msgraystone.com

Robert Scherer
Potomac, Md.
(301) 279-6403
msgraystone.com/metropolitandc HUFE 7,541 25 25.0
SPC Financial, Inc. jsella@spcfinancial.com

E. Geoffrey Sella
Rockville
(301) 770-6800
spcfinancial.com RH 666 0.72 1.6
Wagener-Lee / Raymond James rick@wagenerlee.com

Richard Wagener
Columbia
(443) 276-9595
wagenerlee.com RHUI 707 1.6 3.5
MASSACHUSETTS
D.K. Brede Investment Mgmt brede@bredeinvestment.com
Debra Brede
Needham
(781) 444-9367
bredeinvestment.com HU 772 2 3.5
Grimes & Company tim@grimesco.com

RHU
Timothy Grimes (508) 366-3883 2,061 3.5 7.0

Westborough grimesco.com
Merrill Lynch Wealth Mgmt sam_hodgson@ml.com
Sam Hodgson
Boston
(800) 558-6568
fa.ml.com/sam_hodgson RHUF 739 5 8.0
Morgan Stanley Wealth Mgmt david.javaheri@morganstanley.com

David Javaheri
Wellesely
(781) 416-2491
fa.morganstanley.com/thejavaherigroup RHUE 1,074 4 10.0
Kaplan Financial Svcs/LPL susan.kaplan@lpl.com

Susan Kaplan (617) 527-1557 HU 1,597 3.5 10.0
Newton kaplan-financial.com
Morgan Stanley Wealth Mgmt stephen.kelliher@morganstanley.com
Stephen Kelliher
Norwell
(781) 681-4933
kellihercorbettgroup.com HUFEI 2,326 5.5 10.0
Morgan Stanley PWM victor.livingstone@morganstanleypwm.com

Victor Livingstone
Boston
(617) 478-6500
morganstanley.com UFE 3,782 25 100.0
Merrill Lynch Wealth Mgmt mary_mullin@ml.com

Mary Mullin
Boston
(617) 946-4018
fa.ml.com/mullinberiau HU 1,270 5 15.0
J.P. Morgan Securities peter.noonan@jpmorgan.com

Peter Noonan
Boston
(617) 654-2318
jpmorgansecurities.com/peternoonan RHU 1,626 15 100.0
Morgan Stanley Wealth Mgmt raju.pathak@ms.com

Raju Pathak
Boston
(617) 589-3373
fa.morganstanley.com/pathakgroup/index.htm RHUI 1,387 8 20.0
Graystone Consulting peter.b.princi@msgraystone.com

Peter Princi
Boston
(617) 589-3229
morganstanleyfa.com/theprincigroup HUFEI 4,696 7.5 15.0
New England Private Wealth Adv ira.rapaport@nepwealth.com

Ira Rapaport
Wellesley
(781) 416-1700
nepwealth.com HUFEI 1,517 5 9.0
Merrill Lynch PBIG sharma_group@ml.com

Raj Sharma
Boston
(800) 926-5579
pwa.ml.com/sharma_group UFI 6,101 10 15.0
Morgan Stanley PWM brian.s.strachan@morganstanleypwm.com

Brian Strachan
Boston
(617) 570-9240
morganstanleypwa.com/thestrachangroupsb HUF 1,871 10 20.0
Winthrop Wealth Mgmt / LPL mark.winthrop@winthropwealth.com

Mark Winthrop
Westborough
(508) 836-5500
winthropwealth.com RHU 1,505 3 8.0

MICHIGAN
Wells Fargo Advisors FiNet jeffrey.fratarcangeli@wfafinet.com
Jeffrey Fratarcangeli
Birmingham
(248) 385-5055
fratarcangeliwealthmanagement.com RHUI 750 10 25.0
Mainstay Capital Management mainstay@mainstaycapital.com

David Kudla
Grand Blanc
(866) 444-6246
mainstaycapital.com RHUI 2,006 0.5 4.0
Raymond James sheryl.stephens@stephenswmg.com

Sherri Stephens
Flint
(810) 732-7411
stephenswmg.com RHU 504 1.03 3.0
UBS PWM jon.vigi@ubs.com

Jon Vigi
Birmingham
(855) 654-8444
ubs.com/team/vigiprivatewealth HUFI 705 20 40.0
Zhang Financial charles.zhang@zhangfinancial.com

Charles Zhang
Portage
(269) 385-5888
zhangfinancial.com RHUF $2,597 $2 3.0
MINNESOTA
Marks Group Wealth Mgmt info@marksgroup.com
Bennett Marks
Minnetonka
(952) 582-6100
marksgroup.com RHUFI 887 2 5.0
MISSOURI
Moneta Group Investment Adv dcompardo@monetagroup.com
Diane Compardo
Clayton
(314) 244-3222
monetagroup.com/compardoteam HU 810 15 20.0
Morgan Stanley Wealth Mgmt robert.millner@morganstanley.com

Robert Millner
St. Louis
(314) 889-9868
morganstanleyfa.com/themillnergroup RHU 910 2 5.0
Wells Fargo Advisors mike.moeller@wfadvisors.com

Michael Moeller
Chesterfield
(800) 866-2801
themoellergroup.net RHUFEI 1,275 2 3.0
Wells Fargo Advisors brian.pultman@wfadvisors.com

Brian I. Pultman
St. Louis
(314) 991-7863
brianpultman.wfadv.com RHUI 565 2 3.0
Morgan Stanley PWM kathleen.l.youngerman@morganstanleypwm.com

Kathleen Youngerman
Chesterfield
(314) 889-4862
morganstanleyfa.com/harmonyfamilyoffice RHUFI 553 10 20.0
NEBRASKA
UBS Financial Services jason.dworak@ubs.com
Jason Dworak
Lincoln
(402) 328-2077
ubs.com/team/dworakgroup HU 854 5 15.0
NEVADA
Danielson Financial Group deborah@danielsonfinancialgroup.com
Deborah Danielson
Las Vegas
(702) 734-7000
danielsonfinancialgroup.com RHU 521 2 5.0
Investment Counsel randy@iccnv.com

Randy Garcia
Las Vegas
(702) 871-8510
iccnv.com HUFEI $945 $7 15.0
NEW HAMPSHIRE
Rise Private Wealth Mgmt robert.a.bonfiglio@ampf.com
Robert Bonfiglio
Bedford
(603) 606-4255
bobbonfiglio.com RH 347 1.5 3.0
Edward Jones marc.chareth@edwardjones.com

Marc D. Chareth
Milford
(603) 673-3957
edwardjones.com RHU 345 0.7 1.0
Morgan Stanley Wealth Mgmt john.f.habig@morganstanley.com

John Habig
Portsmouth
(603) 422-8901
morganstanleyfa.com/habig RHUF $416 $1 2.5
NEW JERSEY
Merrill Lynch Wealth Mgmt bruce_g_barth@ml.com
Bruce Barth
Short Hills
(973) 564-7740
fa.ml.com/barthgroup RHUFEI 1,032 1.5 4.0
Morgan Stanley Wealth Mgmt francis.g.bitterly@morganstanley.com

Francis Bitterly
Red Bank
(732) 224-3754
fa.morganstanley.com/francisbitterly RHU 501 2.5 6.0
Merrill Lynch Wealth Mgmt john_j_burke@ml.com

Jack Burke
Florham Park
(973) 410-2309
fa.ml.com/the_harbor_group RHU 2,696 6.5 18.0

Merrill Lynch Wealth Mgmt c_cook@ml.com

Christopher Cook
Florham Park
(973) 301-7790
fa.ml.com/gcca RHU 1,857 7 15.0
MACRO Consulting Group info@macroconsultinggroup.com

Mark Cortazzo
Parsippany
(973) 451-9400
macroconsultinggroup.com RHU 716 2 6.5
Morgan Stanley PWM mary.m.deatherage@morganstanleypwm.com

Mary Deatherage
Little Falls
(973) 890-3015
morganstanleyfa.com/thedeatheragegroup HUFE 2,349 10 15.0
UBS Financial Services mark.fendrick@ubs.com

Mark Fendrick
Mt. Laurel
(856) 985-2070
ubs.com/team/fendrickgroup RHU 665 4 6.0
Merrill Lynch Wealth Mgmt john_r_hudspeth@ml.com

John Hudspeth
Mt. Laurel
(800) 521-9399
fa.ml.com/brownehudspeth RHU 767 2 4.0
Merrill Lynch Wealth Mgmt elliott_m_kugel@ml.com

Elliott Kugel
Bridgewater
908-685-3252
fa.ml.com/kugelbriegs RHU 1,262 2.1 3.5
Merrill Lynch Wealth Mgmt joseph_lauricella@ml.com

Joseph Lauricella
Montvale
(800) 694-5340
fa.ml.com/joseph_lauricella HUFE 746 10 30.0
UBS PWM mark.lichtenfeld@ubs.com

Mark Lichtenfeld
Florham Park
(973) 360-4369
ubs.com/team/thesomersethillsgroup HUI 1,450 7 11.0
CFS Investment Adv Svcs greg@cfsias.com

Gregory Makowski
Totowa
(973) 826-8800
cfsias.com RHUI 905 2 5.0
Wells Fargo Advisors neil.mcpeak@wellsfargoadvisors.com

Neil McPeak
Linwood
(609) 926-7808
mcpeakgroup.wfadv.com RHU 824 1.5 5.0
CFS Investment Adv Svcs harris@cfsias.com

Harris Nydick
Totowa
(973) 826-8800
cfsias.com RHUI 905 2 5.0
Merrill Lynch Wealth Mgmt stephen_pollard@ml.com

Stephen Pollard
Princeton
(800) 477-3417
fa.ml.com/pollard_team HU 1,676 5 10.0
Merrill Lynch Wealth Mgmt michael_j_pron@ml.com

Michael Pron
Princeton
(609) 243-7940
fa.ml.com/pron/hurst RHU 954 2 5.0
Morgan Stanley Wealth Mgmt michael.j.ricca@morganstanley.com

Michael Ricca
Florham Park
(973) 236-3530
morganstanleyfa.com/ricca_weinerman RHU 3,858 10 15.0
Condor Capital Mgmt info@condorcapital.com

Kenneth Schapiro
Martinsville
(732) 356-7323
condorcapital.com RHUI 889 1.23 3.2
Morgan Stanley PWM frank.seminara@morganstanleypwm.com

Frank Seminara
Florham Park
(973) 236-3634
morganstanleypwa.com/theseminaragroup HU 1,187 5 20.0
Morgan Stanley Wealth Mgmt mark.s.tobias@ms.com

Mark Tobias
New Brunswick
(732) 435-2225
morganstanleyfa.com/mark_tobias RHU 899 4 10.0
Morgan Stanley Wealth Mgmt anthony.valente@morganstanley.com

Anthony Valente
Shrewsbury
(732) 389-5124
morganstanleyfa.com/svsteam RHU 1,145 0.5 1.5
Morgan Stanley Wealth Mgmt david.s.weinerman@morganstanley.com

David Weinerman
Florham Park
(973) 236-3529
morganstanleyfa.com/ricca_weinerman RHU 3,869 10 15.0
NEW MEXICO
John Moore / Raymond James info@johnmoore.com
John Moore
Albuquerque
(505) 881-5100
johnmoore.com RHU 438 1.5 3.5
Morgan Stanley Wealth Mgmt charles.reardon@morganstanley.com

Charles Reardon
Albuquerque
(505) 889-2862
morganstanleyfa.com/reardonthorntongroup RHU $702 $1 3.0
NEW YORK
Altfest Personal Wealth Mgmt inquiry@altfest.com
Lewis Altfest
New York
(212) 406-0850
altfest.com RHU 1,127 2 4.0
Clarfeld Financial Advisors wealth@clarfeld.com

Robert A. Clarfeld
Tarrytown
(212) 956-9494
clarfeld.com HUF 6,593 20 80.0

United Asset Strategies leed@unitedasset.com

Lee DeLorenzo
Garden City
(516) 222-0021
unitedasset.com RHUI 708 1 5.0
Morgan Stanley PWM mark.donohue1@morganstanleypwm.com

Mark Donohue
New York
(888) 270-0542
fa.morganstanley.com/donohue RHUFI 2,389 20 40.0
Graystone Consulting marc.r.fischer@msgraystone.com

Marc Fischer
Rochester
(585) 389-2271
morganstanleygc.com/ftc RHUFEI 4,100 50 50.0
Gerstein Fisher info@gersteinfisher.com

Gregg Fisher
New York
(212) 968-0707
gersteinfisher.com RHUFEI 3,303 1.56 3.7
Merrill Lynch Wealth Mgmt jonathan_e_kass@ml.com

Jonathan Kass
New York
(212) 338-6062
fa.ml.com/kf_group HU 5,503 10 25.0
UBS Financial Services jason.m.katz@ubs.com

Jason Katz
New York
(212) 713-9201
ubs.com/team/katz RHUI 1,910 10 25.0
Klingman & Associates, LLC gklingman@klingmanria.com

Gerard Klingman
New York
(212) 867-7647
klingmanria.com HU 1,742 10 15.0
Morgan Stanley Wealth Mgmt bobby.kolev@morganstanley.com

Bobby Kolev
New York
(212) 503-2392
fa.morganstanley.com/thekolevgroup RHUI 4,567 50 100.0
Morgan Stanley Wealth Mgmt robin.krasny@ms.com

Robin Krasny
New York
(888) 243-5316
morganstanleyfa.com/klwealthmanagementgroup HUFE 1,387 7.5 17.5
Merrill Lynch PBIG david_magrone@ml.com

David Magrone
New York
(212) 418-2831
pwa.ml.com/david_magrone HUF 1,369 30 50.0
Morgan Stanley PWM joshua.d.malkin@morganstanleypwm.com

Joshua Malkin
New York
(212) 893-6530
morganstanleypwa.com/themalkingroup HUFEI 1,700 10 25.0
RBC Wealth Mgmt ira.mark@rbc.com

Ira Mark
New York
(212) 703-6033
rbcwmfa.com/themarkbergergroup RHU 3,300 10 25.0
Morgan Stanley PWM deborah.d.montaperto@morganstanleypwm.com

Deborah Montaperto
New York
(212) 893-6465
morganstanleypwa.com/polkwealthmanagementgroup HUFE 10,436 25 50.0
Merrill Lynch Wealth Mgmt daniel_oconnell@ml.com

Daniel OConnell
Garden City
(516) 877-8316
fa.ml.com/daniel_o_connell HU 2,249 15 27.0
Morgan Stanley PWM lyon.polk@morganstanleypwm.com

Lyon Polk
New York
(212) 761-9029
morganstanleypwa.com/polkwealthmanagementgroup HUFE $11,114 $25 50.0
UBS Financial Services michael.poppo@ubs.com

Michael Poppo
New York
(212) 626-8721
ubs.com/team/thepoppogroup HUFE 1,185 8 12.0
Morgan Stanley PWM shawn.rubin@morganstanleypwm.com

Shawn Rubin
New York
(212) 893-6322
morganstanleyfa.com/theabacusgroup HU 2,000 10 40.0
UBS Financial Services frank.sabia@ubs.com

Frank J. Sabia
White Plains
(914) 287-6010
ubs.com/fa/franksabia RHUI 3,074 5 15.0
HighTowers Treasury Partners rsaperstein@treasurypartners.com

Richard Saperstein
New York
(917) 286-2777
treasurypartners.com HUF 11,467 15 40.0
FCE Group dhs@fcequities.com

David Schwartz
Lake Success
(516) 487-8220
fcequities.com HU 1,206 3 5.0
J.P. Morgan Securities

Theodore Serure
New York
(212) 272-6448 ted.serure@jpmorgan.com RHUI 1,500 10 50.0
Morgan Stanley Wealth Mgmt michael.siden@morganstanley.com

Michael Siden
New York
(212) 296-1044
morganstanleyfa.com/sidenfinkgroup RHUFI 788 17 45.0
Morgan Stanley PWM evan.steinberg@morganstanleypwm.com

Evan Steinberg
New York
(212) 893-7501
morganstanleypwa.com/sfgroup HUFI 2,093 12 20.0

LVW Advisors lvandusen@lvwadvisors.com

Lori Van Dusen
Pittsford
(585) 267-4900
lvwadvisors.com RHUFEI 4,521 50 75.0
HSW Advisors at HighTower jwaxman@hightoweradvisors.com

Jordan Waxman
New York
(212) 286-1170
hswadvisors.com HU 2,000 25 50.0
Morgan Stanley Wealth Mgmt todd.yannuzzi@morganstanley.com

Todd Yannuzzi
New York
(212) 296-1051
fa.morganstanley.com/fifthavenuegrou RHUFE 2,319 10 20.0
NORTH CAROLINA
Edward Jones mike.bell@edwardjones.com
Mike Bell
Hickory
(828) 328-8111
edwardjones.com RHU 316 0.64 1.3
Ameriprise Financial gary.l.gaulden@ampf.com

Gary Gaulden
Durham
(919) 361-9898
gauldenandassociates.com RHU 417 1.5 3.0
Linden Thomas / Wells FiNet info@lindenthomas.com

Stephen Thomas
Charlotte
(877) 554-8150
lindenthomas.com RHUFEI 1,278 3 7.0
OHIO
MAI Capital Management rbuoncore@mai.capital
Rick Buoncore
Cleveland
(216) 920-4900
mai.capital RHU 3,865 10 25.0
Raymond James carverfinancialservices@raymondjames.com

Randy Carver
Mentor
(440) 974-0808
carverfinancialservices.com RHI 1,087 1 1.6
UBS Financial Services charles.dankworth@ubs.com

Charles Dankworth
New Albany
(614) 939-2202
ubs.com/team/theonecolumbusgroup HUF 965 6 25.0
Morgan Stanley Wealth Mgmt brian.j.edwards@ms.com

Brian Edwards
Columbus
(614) 473-2401
morganstanleyfa.com/theedwardsgroupsb RH 862 3.5 10.0
UBS Financial Services craig.findley@ubs.com

Craig Findley
Sylvania
(419) 318-5510
ubs.com/findleywisewealthmanagement RHUI 2,038 5 10.0
Sequoia Financial Advisors thaught@sequoia-financial.com

Thomas Haught
Akron
(216) 774-1246
sequoia-financial.com RHU 2,838 3 6.0
RiverPoint Capital Management newell@riverpointcm.com

Valerie Newell
Cincinnati
(513) 421-3100
riverpointcm.com RHU 2,218 4 8.0
Merrill Lynch PBIG david_singer@ml.com

David Singer
Cincinnati
(513) 579-3889
pwa.ml.com/evelosingersullivan HU 2,510 10 20.0
Merrill Lynch Wealth Mgmt linnell_sullivan@ml.com

Linnell Sullivan
Cincinnati
(513) 579-3890
pwa.ml.com/evelosingersullivan HU 1,324 6 10.0
UBS Financial Services kenneth.wise@ubs.com

Kenneth Wise
Sylvania
(419) 318-5515
ubs.com/findleywisewealthmanagement RHUI 2,038 5 10.0
OREGON
Raymond James info@mcgeewm.com
Judith McGee
Portland
(503) 597-2222
mcgeewm.com RHI $461 $1.50 3.0
PENNSYLVANIA
RBC Wealth Mgmt robert.boland@rbc.com
Robert Boland
Philadelphia
(215) 557-1702
bolandinvestmentgroup.com RHUI 993 5 20.0
Key Financial pbrennan@keyfinancialinc.com

Patricia C. Brennan
West Chester
(610) 429-9050
keyfinancialinc.com RH 694 1.8 3.0
Merrill Lynch Wealth Mgmt william_brownjr@ml.com

William Brown
Sewickley
(412) 749-7912
fa.ml.com/thebrownhurrayplantzgroup RHU 1,027 4 10.0
Mill Creek Capital Advisors jgross@millcreekcap.com

Joshua Gross
Conshohocken
(610) 941-7714
millcreekcap.com HUFEI 4,969 14 25.0

Wells Fargo Advisors jack.hafner@wfadvisors.com

Jack Hafner
Radnor
(610) 293-7323
wellsfargoadvisors.com HU 1,200 35 60.0
Hudock Capital Group bhudock@hudockcapital.com

Barbara Hudock
Williamsport
(570) 326-9500
hudockcapital.com RHU 492 1 3.0
Wells Fargo Advisors john.j.parker@wfadvisors.com

John J. Parker Sr.
Philadelphia
(215) 564-8487
home.wellsfargoadvisors.com/john.j.parker RHU 1,700 3 6.0
Morgan Stanley Wealth Mgmt eric.salmansohn@morganstanley.com

Eric Salmansohn
Philadelphia
(215) 854-6272
morganstanleyfa.com/libertywealthmanagementgroup HUF 1,293 3 10.0
Janney Montgomery Scott psargent@janney.com

Peter Sargent
Yardley
(267) 685-4205
sargentwealthmanagement.com RHUE 635 1 4.0
Wells Fargo Advisors

John Solis-Cohen
Jenkintown
(215) 572-4276 john.solis-cohen@wellsfargoadvisors.com RHU 968 3 5.0
Merrill Lynch Wealth Mgmt scott_wisman@ml.com

D. Scott Wisman
Exton
(610) 594-1186
fa.ml.com/wisman_willisgroup RHU 892 2.5 4.0
RHODE ISLAND
Merrill Lynch Wealth Mgmt edythe_demarco@ml.com
Edythe De Marco
Providence
(401) 863-8619
fa.ml.com/demarco_group RHUI 947 3.2 4.0
Raymond James mmakin@ppgadvisors.com

Malcolm Makin
Westerly
(401) 596-2800
ppgadvisors.com RHUE $1,090 $1.50 3.0
Richard C. Young & Co. info@younginvestments.com

Matthew Young
Newport
(888) 456-5444
younginvestments.com RHU 969 1.83 5.0
SOUTH DAKOTA
Raymond James info@cornerstonefinancialsolutions.com
Gordon Wollman
Sioux Falls
(605) 352-9490
cornerstonefinancialsolutions.com RHU 311 0.8 1.7
TENNESSEE
Morgan Stanley Wealth Mgmt christi.edwards@morganstanley.com
Christi Edwards
Nashville
(615) 298-6554
fa.morganstanleyindividual.com/christi.edwards RHU 724 5 12.0
Merrill Lynch PBIG eklindt@ml.com

HUFE
Eric Klindt (615) 747-5625 971 15 30.0

Nashville pwa.ml.com/klindtcole
TEXAS
Merrill Lynch Wealth Mgmt jmichael_fox@ml.com
J. Michael Fox
Houston
(713) 658-1275
fa.ml.com/fox_group RHU 629 2 4.0
Merrill Lynch Wealth Mgmt carl_fuhrmanniii@ml.com

Carl Triple Fuhrmann III
San Antonio
(210) 805-2981
fa.ml.com/fuhrmann_hayne RHUI 789 1 5.0
UBS Financial Services ira.kravitz@ubs.com

Ira Kravitz
Plano
(469) 440-0547
financialservicesinc.ubs.com/team/kravitzgroup HU 616 4.5 6.0
Tanglewood Total Wealth Mgmt jmerrill@tanglewoodwealth.com

John Merrill
Houston
(713) 840-8880
tanglewoodwealth.com RHU 856 2.5 5.0
Morgan Stanley Wealth Mgmt marie.a.moore@morganstanley.com

Marie Moore
Dallas
(214) 696-7175
fa.morganstanley.com/themooregroup RHU 383 5 15.0
Ameriprise Financial darrell.r.pennington@ampf.com

Darrell Pennington
Houston
(713) 332-4422
penningtonwealth.com RH 861 1.5 2.5
Morgan Stanley Wealth Mgmt scot.smith@morganstanley.com

R. Scot Smith
Dallas
(214) 696-7064
morganstanley.com/fa/scotsmith RHUF 488 3 5.0
Ameriprise Financial scott.b.tiras@ampf.com

Scott Tiras
Houston
(713) 332-4400
tiraswealth.com RHU 2,316 2 3.5

VERMONT
Morgan Stanley Wealth Mgmt timothy.stotz@morganstanley.com
Tim Stotz
Colchester
(802) 863-7709
morganstanleyfa.com/thestotzgroup RHUFEI 701 2.5 4.0
VIRGINIA
Wells Fargo Advisors gary.alcaraz@wfadvisors.com
Garret Alcaraz
Virginia Beach
(757) 431-6375
alcarazfisherjustiswmg.wfadv.com RHUFEI 1,460 1.5 3.5
SBSB jim.bruyette@sbsbllc.com
Jim Bruyette
McLean
(703)734-9321
sbsbllc.com HUFI 3,080 5 10.0
Wells Fargo Advisors tristan.caudron@wfadvisors.com

Tristan Caudron
Alexandria
(703) 739-4548
caudronmegaryblackburnwmg.com RHUFEI 1,658 1.6 3.3
JoycePayne Partners mjoyce@joycepaynepartners.com

Michael Joyce
Richmond
(804) 358-2702
joycepaynepartners.com RHU 630 2.5 3.0
Wells Fargo Advisors jeff.leclair@wellsfargo.com

Jeff LeClair
McLean
(703) 760-5717
leclairlemlihapproach.com HUFEI 1,416 6 20.0
Wells Fargo Advisors joe.montgomery@wellsfargoadvisors.com

Joseph W. Montgomery
Williamsburg
(757) 220-1782
osg.wfadv.com HUFEI 14,754 7 15.0
Baird gssmith@rwbaird.com
Gregory Smith
Reston
(571) 203-1600
thewiseinvestorgroup.com RHU 2,022 1 3.0
Wells Fargo Advisors ryan.sprowls@wellsfargoadvisors.com

Ryan Sprowls
Alexandria
(703) 739-1439
sdkwealth.com RHUFEI 1,030 2 4.0
SBSB greg.sullivan@sbsbllc.com
Greg Sullivan (703) 734-9322 HUFI 3,080 5 10.0
McLean sbsbllc.com
WASHINGTON
United Capital Seattle shari.burns@unitedcp.com
Shari Burns
Seattle
(206) 583-8300
unitedcp.com/wa1 HUF 1,538 5.89 8.0
J.P. Morgan Securities

Michael Hershey
Bellevue
(425) 462-6810 michael.hershey@jpmorgan.com RHU 675 10 25.0
Pacific Portfolio Consulting information@pacific-portfolio.com

Lawrence Hood
Seattle
(206) 623-6641
pacific-portfolio.com RHUI 3,061 11.55 17.5
Morgan Stanley Wealth Mgmt paul.w.jackson@morganstanley.com

Paul Jackson
Bellevue
(425) 453-5746
morganstanleyfa.com/paul_jackson RHU 510 6 10.0
Ameriprise Financial randall.s.linde@ampf.com

Randall Linde
Renton
(800) 563-1636
agpwealthadvisors.com RHU 1,757 0.75 1.5
UBS Financial Services m.matthews@ubs.com

Michael Matthews
Bellevue
(425) 451-2350
ubs.com/team/thematthewsgroup RHU 784 5 8.0
Freestone Capital Mgmt erik@freestonecapital.com

Erik Morgan
Seattle
(206) 707-7310
freestonecapital.com RHU $3,593 $3.76 9.4
Ameriprise Financial erin.j.scannell@ampf.com

Erin Scannell
Mercer Island
(425) 709-2345
heritage-wealth.com RHU 1,800 1.5 2.0
WEST VIRGINIA
RBC Wealth Mgmt david.j.miller1969@gmail.com
David Miller
Huntington
(304) 697-2119
themillerinvestmentgroup.com RHUFI $1,290 $0.34 0.8
WISCONSIN
UBS Financial Services andrew.burish@ubs.com
Andrew Burish
Madison
(608) 831-4282
ubs.com/team/burishgroup RHU $3,910 $2 3.0
Annex Wealth Mgmt dspano@annexwealth.com

David Spano
Elm Grove
(262) 786-6363
annexwealth.com RH 1,188 0.53 1.3
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This is what you get

Fidelity Total Bond Fund 3.90% 3.33% 3.28% 4.88% 5.03%

Learn about Total Bond Fund.

Fidelity.com/morningstar | 800.FIDELITY or call your advisor.

Pullouts Start After Pages 20 & M20

Emerging Markets Tech Trader

to a successor. How to value the company. families pare their offerings. 19

Michael Prince/Forbes Collection/Corbis/Getty Images

dress changes to Barrons, 200 Burnett Rd., Chicopee, MA 01020

FUNDAMENTAL ACTIVE FACTOR-BASED SMART BETA FACTOR-BASED ACTIVE

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

Up & Down Wall Street

Politics Pummels Policy

let it go in investigating former intelligence

Up & Down Wall Street continued

Electoral risks will make it tougher to anticipated shrinkage of the

Goldilocks Is in the House

A Return Visit to Earlier Stories

The Next Trump Bump Darker Days for

The Barrons 500 CASH-FLOW-BASED

305. 309. FedEx / FDX F C B 1.67 362. 453. Owens-Illinois / OI D cyberattacks.

William Waitzman for Barrons

10:00 April New Home Sales 610,000 621,000

Life After Amazon

to Nordstrom, the Seattle-based apparel auction house, is also aided by a capital-

Brick-and-Mortar Retail in the Age of Amazon

78. 44. Western Union / WU A A D 3.00

99. 157. VF / VFC model

May 15 through May 19, 2017

May 15 through May 19, 2017

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ton-based global investment firm, has been managing

Tony Luong for Barrons

Bradesco Lat Am Eq Inst / BDEIX Latin American 10.80 2.8

Fund of Information ETF Focus

What Makes a Stock Worth Buying

Berkshire Hathaway stock could post

by Andrew Bary Berkshire Hathaways annual

Buffett and his sidekick, Vice Chairman Charlie Munger. But

Michael Prince/Forbes Collection/Corbis/Getty Images

exceeds book value, but wont reveal his

Rolfe considers this a first-class prob-

The Barrons 500 CASH-FLOW-BASED

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Marriott CEO The Barrons 500 CASH-FLOW-BASED

The Barrons 500 CASH-FLOW-BASED

tal and other displays for The Barrons 500 CASH-FLOW-BASED

241. 360. Ryder System / R F B B 2.00

How We Grade the Barrons 500 243.

Courtesy of Applied Materials

The Barrons 500 CASH-FLOW-BASED

305. 309. FedEx / FDX F C B 1.67 362. 453. Owens-Illinois / OI D D C 1.33

The Barrons 500 CASH-FLOW-BASED

Barrons Take n by Isabella Zhong

Make Smart Technology Lower Wrap, Advisory Fees Resisted

Right column: iStock (4)

THE Scott Stackman has turned his love of problem

We take a unique approach of customizing advice to hedge funds. Given [interest]

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Five of the Best Summer Wines

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