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7 VALUE STOCKS TO BUY NOW • PAGE 10

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VOL. CI NO. 1 JANUARY 4, 2021 $5.00

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BEST INCOME
INVESTMENTS
n-

FOR 2021
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Even with interest rates near all-time lows,


it’s possible to find yields of 5% and higher.
The charms of energy pipelines, dividend stocks,
and real estate. PAGE 14
C O NT EN TS 01.04.21 VOL.CI NO.1

P. 5 P. 3 P. M1

Streetwise: Picks for a Trader: Inflation


Spending Snapback Putting Bubble Fears to Rest Could Be Ready to
Once Covid-19 is under control, Up & Down Wall Street: Despite another stellar year for stocks, there’s little reason to Rear Its Ugly Head

.
more of us will be shopping for think that a dot-com-style crash is imminent. Even a massive drop in Tesla—up 743% in By NICHOLAS JASINSKI

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what we want, not just what we 2020 alone—couldn’t take down the S&P 500 index on its own. By BEN LEVISOHN
need. These stocks could benefit. P. M4
By JACK HOUGH Winners of 2020 Euro Trader: Electrical

on
Tesla led the five biggest gainers in the S&P 500.
P. 9 Supplier Rexel Is
Nordstrom Could
Tesla Etsy Carrier Global Nvidia PayPal Holdings
Plugged In for Growth
By RUPERT STEINER
Rack Up a 35% Gain

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800%

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The luxury retailer’s online savvy P. M4

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could help Nordstrom rise above
the fray of an otherwise dying
Emerging Markets:
600 Looking Past Troubles

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department store sector.
By TERESA RIVAS Facing Chinese Tech
By CRAIG MELLOW
P. 10
400
P. M5
Seven Value Stocks
for the New Year
er s Striking Price: Alibaba
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Is in Hot Water—but It
A choice selection from Boyar
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200
Intrinsic Value Research’s annual Might Be a Buy Anyway
Forgotten Forty list of high-quality By STEVEN M. SEARS
stocks that have been overlooked.
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By NICHOLAS JASINSKI
0
P. M6

P. 12
Commodities: Corn
Prices Could Pop.
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We’re Celebrating
Here’s How to Profit.
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-200
Barron’s First Century Jan. F M A M J J A S O N D Dec. 31 By SIMON CONSTABLE
A model for financial journalism 2020
F

since its founding in 1921, our Source: FactSet


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Led to the Digital Age in the Age of Covid-19 Accelerating Trends This week, an interview with Ian
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The early railroads were the Profile: MFS Mid Cap Value likes By EVIE LIU Bremmer, president and founder
internet of their day, connecting stocks with solid postpandemic of Eurasia Group; what comes
people and commerce—and prospects, such as Skechers and P. 23 next for the stock market’s stars
ushering in cultural change. Wyndham Hotels & Resorts. and stinkers; and financial
Tech Trader: Activist
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By KENNETH G. PRINGLE By SARAH MAX resolutions for 2021.


Dan Loeb Gives Intel
P. 14 7 VALUE STOCKS TO BUY NOW • PAGE 10
P. 24 More Impetus to Act Review & Preview P. 6
Index P. 8
Charting the Market P. M8
Winners & Losers P. M9
Top Spots for Income- VOL. CI NO. 1 JANUARY 4, 2021 $5.00 Flexibility Can Make By MAX A. CHERNEY Mailbag P. 27 Research Reports P. M10

Hungry Investors You a Better Investor


Inside Scoop P. M7 Market View P. M11
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Economy: How High
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Will Home Prices Go?


INVESTMENTS
FOR 2021
in the stock and bond markets. Even with interest rates near all-time lows,
it’s possible to find yields of 5% and higher.
The charms of energy pipelines, dividend stocks,
and real estate. PAGE 14
2020’s market movements—and BARRON’S (USPS 044-700) (ISSN 1077-8039) Published every
Monday. Editorial and Publication Headquarters: 1211 Avenue of
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January 4, 2021 BARRON’S 3

UP & D OWN WALL STREET


The sheer number of IPOs has fed comparisons
to the dot-com bubble, as nearly 500 companies
went public in 2020, the most since 1999.

The Bubble May Not


discrepancy in the IPO numbers in surge. Problems can show up further
2020. The blank-check companies out, however: The S&P was down 2.3%
accounted for 248 offerings last year, one year out, and down 7.4% two years
more than four times the previous after the surge. “Over the past five

Be What You Expect

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record. That might be bubbly in and of years, all the ‘sell now!’ statements

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itself, but if it is, it’s a very 2020 kind from those bearish on the market, us-
of bubble, as investors, unable to lock ing margin debt as an excuse, haven’t
in reasonable returns in the bond had much empirical support,” writes

on
market, bet their cash on empty shells, Sundial Capital Research founder
hoping for the next QuantumScape. Jason Goepfert. “[There] is more of

T
Gambling on the stock market an argument now that it’s starting to
he New Year’s Eve About those red flags: The sheer appeared to be a favorite pastime for become a warning sign. A minor one,

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Champagne has number of initial public offerings has investors in 2020. Margin debt—the still, but a warning nonetheless.”

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been imbibed, but helped fuel the comparisons to the dot- amount of money borrowed against A better way to spot a bubble: look

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concerns about com bubble, as nearly 500 companies stockholdings to play the market—hit at whether a stock, asset class, or fund
bubbles will persist went public in 2020, the most since a record $722 billion in November, its has gone “parabolic,” or seen its trend

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well into 2021. 1999. But that number may overstate first record high in two years. That steepen as it moves higher. Bay Crest
There wasn’t things a bit. If only operating compa- sounds scary. But margin debt often Partners’ Jonathan Krinsky looks at
much to celebrate in 2020, a miserable nies with share prices of $5 or more are hits record highs as the stock market how far an asset is trading above its
year for the economy and humanity in included, then just 163 initial offerings rises, making it a notoriously bad tim- 200-day moving average to see just
general. At least there was the stock By Ben Levisohn hit the market, according to data from ing tool. What’s more, margin debt as how extended it is and whether a bub-

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market. Despite the Covid-19 pandemic, Jay Ritter, a professor at University a percentage of the overall value of the ble could be in the offing. The price of
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which ground the U.S. economy to a of Florida Warrington College of market is now near a 15-year low, silver, for instance, peaked at 75%
halt, the Dow and the rest of the major
m er Business—about a third of the 476 that which suggests that investors aren’t above its 200-day moving average in
indexes finished the year at or near re- went public in 1999 and only the most overextended just yet. 2011 before tumbling 44% by the end
cord highs. As is so often the case when since 2014. And even with some of the What has changed is the pace at of the year. The Nasdaq 100 peaked
there is a wide chasm between stock hottest IPOs, it’s possible to make a which investors are adding to their 60% above its 200-day moving aver-
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market gains and economic pain, many case that they can grow into their valu- debt. It’s up about 50% from its spring age in 2000, while oil was 45% above
investors start to wonder if we’ve wit- ations, Ritter says. “In 1999 and 2000, low, and that kind of surge has hap- its 200-day when it peaked in 2008.
nessed a massive financial bubble. it was a bubble with 100% certainty,” pened only six times since 1960. A Using those numbers as a frame-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

There’s certainly evidence for such a he explains. “With a company like quick spike in margin debt hasn’t al- work, the S&P 500—which trades
view, if that’s your inclination. Like the Airbnb, an established market leader, ways been a problem for the market, about 16% above its 200-day moving
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cartoon Tasmanian devil—hungry all the chance that the company disap- particularly in the short term, with the average—wouldn’t be in a bubble, nor
the time and leaving a path of destruc- pears in five years is zero.” S&P 500 index gaining a median 1.7% would the Nasdaq, which trades 23%
F

tion behind it—investors have chased SPACs make up the majority of the in the six months following such a higher, though they are extended. The
the newest new thing ever higher. market’s hot spots, however, might not
QuantumScape (ticker: QS), virtually be so lucky. Nothing has been hotter
unknown just a few months ago, has than the ARK family of exchange-
gained 745% since announcing it traded funds. They have massively
would go public via a special purpose outpaced the stock market—the worst-
acquisition company in September, if performing, ARK Fintech Innova-
the SPAC’s gains are counted. Chinese tion (ARKF), has merely doubled in
electric-vehicle maker NIO (NIO) 2020, while ARK Genomic Revolu-
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saw its share price increase more than tion (ARKG) has more than tripled,
tenfold in 2020. And then there were and the group’s flagship fund, ARK
the hot new offerings Airbnb (ABNB) Innovation (ARKK), has gained 170%.
and DoorDash (DASH), which
Tayfun Coskun/Anadolu Agency/Getty Images

The funds have done it by owning a


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gained 116% and 40%, respectively, who’s who of innovative companies,


since going public in December, and including Tesla (TSLA), Square (SQ),
made investors scream “Bubble!” like Roku (ROKU), and Invitae (NVTA),
the dot-com era all over again. and their success has attracted massive
“We aren’t in that euphoric- Workers attach a inflows. But the stock market gains
moment bubble territory just yet,” panel to the crystal might be unsustainable. ARK Innova-
ball for the New
says Michael Arone, chief investment Year’s Eve celebra-
tion is now 67% above its 200-day mov-
strategist for the US SPDR Business tion in New York’s ing average, while ARK Genomic is
at State Street Global Advisors. “But Times Square. Will 82% above it. “The definition of para-
2021 be good for
there are certainly red flags to suggest investors despite bolic is a trend that accelerates its steep-
we could be heading there.” some red flags? ness as it moves higher, which is what
4 BARRON’S January 4, 2021

Up & Down Wall Street (continued)

ARKK is doing presently,” Krinsky says. stock market needs to put the bubble fears
“At the end of the day, the message is “This can continue in the short term, but we to rest. Is that too much to ask?
would be cautious on this ETF and many of

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clear. Be disciplined about price, don’t its holdings as we head into 2021.”
Still, the market has shown itself re-
orget all the consternation over
the weak U.S. dollar.
markably resilient to mini-manias. The Yes, the buck has had a tough
overreact to headline news and be a surges in pot producers like Aphria
(APHA) and Canopy Growth (CGC),
time lately. The U.S. Dollar Index,
which tracks its performance versus the

.
fake-meat companies like Beyond Meat euro, yen, and other currencies, has
long-term investor.”

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(BYND), and even bankrupt companies slumped 13% after spiking to its highest
like Hertz Global Holdings (HTZGQ) this level in three years at the height of the coro-
past summer failed to ding the overall mar- navirus crisis. At 89.50, it’s at its lowest

on
ket when the stocks collapsed. That’s prob- since 2018. Yet pull back—way back—and
- Jim Cullen, Chairman & CEO ably because so few of them are actually the dollar is sitting right at the bottom of a
included in the primary market indexes. range it has been in since 2015, one still
That, of course, is changing. Tesla, up 743% nearly 30% higher than its March 2008 low.

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in 2020 alone, recently was added to the Still, there’s no end of traders betting on

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S&P 500, but even a massive drop in its a further decline, according to Commodity
High Dividend Value Equity

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price couldn’t take down the index on its Futures Trading Commission data, and
own. “There will be pockets of volatility,” there’s a long list of reasons to justify that.

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says Quincy Krosby, chief market strategist The U.S. is running gigantic twin deficits—
at Prudential Financial. “But it won’t spread budget and trade—while the Federal Re-
Enhanced Equity Income and lead us into a bear market.” serve is promising to keep real rates
None of this is to say that the market negative for a very, very long time.
is in a great place. At 22.5 times forward What’s more, a strong dollar makes it

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earnings, the S&P 500 is far from cheap, more difficult for the Fed to increase infla-
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Value Equity and the Shiller price/earnings ratio, at 33.9 tion and makes U.S. goods more expensive,
m er times, is even higher. Those valuations harming exporters, notes Steve Englander,
make sense only relative to zero interest head of global G10 FX research at Stan-
rates in the U.S., as even expensive multi- dard Chartered Bank. A weak buck is
ples look attractive when the alternative good for the rest of the world, too, particu-
International High Dividend
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is earning nothing on cash. larly emerging markets, which borrow in
That is, of course, unless the economic greenbacks. “The contribution of a weak
recovery that investors have pinned their USD to easier financing conditions proba-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

hopes on really does cause earnings to bly makes it desirable at this stage of the
Emerging Markets High Dividend return to pre-Covid-19 levels faster than global recovery,” he writes.
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the market is counting on. Even those But, says Rosenberg, the weakness might
who see signs of mania in the index’s be exacerbated by the dollar’s being
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rally acknowledge that won’t happen a “global liquidity barometer. All anyone
anytime soon. “It awaits proof that the needs to do every day in terms of how to
faith in this big economic recovery later trade risk is to first look at the chart of the
in 2021 was faulty,” writes David Rosen- DXY dollar index. The weaker the index
berg of Rosenberg Research. “That is is, the more power there is to the risk-on
quite a long time away.” trade,” in other words, investing in stocks.
Our bet is that the earnings recovery Historically, a weak dollar boosts small-
does materialize, and that markets will cap and economically sensitive stocks—not
hold their own. But we still aren’t expect- that one is necessarily needed. Andrew
n-

ing much more from the S&P 500. The Slimmon, managing director at Morgan
For further information, please contact Schafer Cullen Capital Management
index gained 16% in 2020 and 29% in Stanley Investment Management, notes that
212.644.1800 • info@schafer-cullen.com • schafer-cullen.com 2019, and rarely climbs more than 10% sectors exposed to economic growth—think
for a third year in a row, according to banks and energy—usually outperform com-
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Nicholas Colas, co-founder of DataTrek ing out of a recession. At the same time, in-
Research. The S&P 500 has posted three vestors are still overcommitted to what has
Schafer Cullen Capital Management is an independent investment advisor registered under the Investment or more years of double-digit gains just worked—see above—and underpositioned
Advisers Act of 1940. This information should not be used as the primary basis for any investment decision five times since 1928, with the most recent for a secular shift to cyclicals, which could
nor, should it be construed as advice to meet a particular investment need. It should not be assumed that any occurring from 2012 through 2014. “If we provide another boost. “I wouldn’t make an
had to guesstimate, we’d say 80% of all assumption about the dollar and invest in
security transaction, holding or sector discussed has been or will be profitable, or that future recommendations
the baseline good news expected in 2021 certain sectors,” Slimmon says. “There are
or decisions we make will be profitable or equal the investment performance discussed herein. A list of all is already incorporated in an S&P 500 at other things that are more important.”
recommendations made by the Adviser in this strategy is available upon request for the 12 months prior to the 3700 in late December 2020,” Colas In this case, however, it can’t hurt. B
date of this report. writes.
A quiet year might be just what the email: ben.levisohn@barrons.com
January 4, 2021 BARRON’S 5

ST R E E T W I S E
The S&P 500’s consumer discretionary sector
gets muddied by a handful of companies so large
that they are both lockdown and reopening plays.

To Bet on a Rebound
a lockdown play than he or she might company-owned locations are in the
expect. Los Angeles market. In 2020, the
Better to think small. The odd state company got lean on costs. Higher
of the S&P 500’s consumer discretion- margins look likely to stick as the

.
In Consumer Wants,
ary sector is owed in part to a handful company returns to expanding its

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of companies becoming so large. The store count in 2021 and beyond.
S&P 600 and 400 indexes, made up Shares fetch 22 times earnings.
of small and midsize companies re- Gentex (GNTX) makes car

on
Best to Think Small
spectively, together have one-tenth the rearview mirrors that dim automati-
weighting in internet retailers as the cally when they detect headlights
large-company 500 index. And they from drivers behind. It’s parlaying its
have twice as much exposure to res- dominant market position into other

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taurants and leisure. electronics and active safety features.

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Sector fund choices for small con- Wall Street expects double-digit earn-

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sumer discretionary companies are ings growth in the years ahead. The
or 2021, the bar for trip to Disney World, meanwhile, limited. One is the Invesco S&P shares go for 22 times earnings.

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better living is set low. might be the epitome of a discretion- SmallCap Consumer Discretionary

C
By summer, if I’m not ary purchase, but Walt Disney (DIS) ETF (PSCD). Another option is to hips quietly boomed in
mixing my own hand is a media company, and in a sector screen for individual names with 2020. The Philadelphia
sanitizer while hoping reshuffling two years ago, those be- promising growth. For example, Yeti Semiconductor Index
that the lightning wild- came part of the communications ser- Holdings (YETI) makes pricey out- surged more than 50%,

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fires scare off the mur- vices sector. door gear like coolers. I recommended beating the S&P 500 and Nasdaq
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

der hornets, it will count as a year- Put it all together, and Amazon, the stock at $22 in a Trader column in Composite. Now, J.P. Morgan predicts
over-year improvement.
m er Tesla, and Home Depot now make up Barron’s nearly two years ago. It re- that chip industry sales will rise 8% to
Goldman Sachs is plenty upbeat. It By Jack Hough 54% of the S&P 500’s consumer dis- cently hit $69, which puts it at 34 10% in 2021 and fuel earnings growth
says that 70% of people in developed cretionary sector, according to Credit times projected 2021 earnings. In sur- of 15% to 18%. Leading the increase
markets will be vaccinated by fall, and Suisse stock strategist Jonathan veys, consumers say camping trips are will be more expansion by the big
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that U.S. corporate profits this year Golub. Add another eight percentage a top choice for when travel reopens. cloud players, strong growth in base
will hit new records. The starting points for Home Depot rival Lowe’s Yeti looks likely to grow revenue at a stations for 5G wireless service, and a
point for stock valuations seems high, (LOW) and McDonald’s (MCD), double-digit pace in coming years. doubling and then some of 5G handset
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

but even so, it predicts 15% more up- whose drive-through lane has func- Five Below (FIVE) is a fast-grow- shipments.
side this year for the S&P 500 index. tioned like a consumer staple during ing retailer of knickknacks, and its Which chip stocks to choose? Intel
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Here’s hoping that’s accurate. If so, the lockdown. reliance on physical stores hasn’t (INTC) is cheap at 10 times earnings,
tactical investors may want to over- That’s not a problem for someone served it well lately. Same-store sales but it has never looked more chal-
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weight sectors that tend to do well who simply invests in a fund that are expected to decline 4.6% during lenged than now, with Apple shifting
during economic recoveries. Chief tracks the overall S&P 500. As the the fiscal year through January 2021. to its own chip designs for computers.
among those is the consumer discre- economy reopens, rising consumer But Wall Street predicts a 16.6% surge (More on Intel can be found in Tech
tionary sector, which specializes in activity will be captured in the index the year after that. Shares are priced Trader, page 23.) Nvidia’s (NVDA) has
things people want but don’t quite somewhere, no matter how it is cate- at 44 times earnings, but before the excellent exposure to silicon for video-
need. But boosting exposure there can gorized. But an investor who buys, pandemic, earnings per share were games, cloud computing, and artificial
be tricky, because the sector is having say, the Consumer Discretionary doubling every three years. intelligence, but shares fetch more
an identity crisis. Select Sector SPDR exchange-traded If chicken joint El Pollo Loco than 40 times earnings.
Years ago, Walmart (ticker: WMT) fund (XLY) for targeted exposure to (LOCO) isn’t immediately familiar, it For a blend of growth and value,
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and Costco Wholesale (COST) were the recovering consumer gets more of might be because three-quarters of look to Broadcom (AVGO). I’ve rec-
moved to the S&P 500’s consumer ommended the shares a few times in
staples sector, even though both sell a Barron’s, starting at $174 more than
mix of needs and wants. Ama- four years ago. They recently traded at
no

zon.com (AMZN) and Home Depot BARRONS.COM/PODCASTS $436, or about 16 times earnings.
(HD) remain consumer discretionar- Broadcom is a roll-up of chip and soft-
ies—yet during the pandemic, con-
sumers relied on both as never before.
Amazon stock gained 76% in 2020,
Barron’s Streetwise ware companies, with a focus on net-
working, broadband, storage, and
wireless communications. Earnings
and Home Depot stock, 21%. In a weekly podcast by Barron’s, columnist Jack Hough looks per share growth is pegged at 8% this
When Tesla (TSLA) was added to at the companies, people, and trends you should be watching. fiscal year through October. Shares
the S&P 500 in December, it joined This is Wall Street like you’ve never heard before. Subscribe pay a 3.3% dividend. J.P. Morgan re-
the consumer discretionary sector, to Barron’s Streetwise on Spotify, Apple Podcasts, cently called it a top pick for 2021. B
because cars are categorized as wants. or your favorite listening app.
Its shares were up 756% in 2020. A email: jack.hough@barrons.com
6 BARRON’S January 4, 2021

R E VIEW 30,606.48
Dow Industrials: +406.61
495.02
Dow Global Index: +6.34
0.91%
10-year treasury note: -0.02

Record Setting HE SAID


Bitcoin rallied this past week, surging
past $29,000, and ending the year at an “I try to avoid being
all-time high. Stocks, lifted by Presi- stupid….The single most

.
dent Trump signing the relief bill, con-
important thing is to

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tinued climbing. All three indexes set
new highs on Monday—the Dow in-
dustrials hit another on Wednesday,
know where you are
competent and where

on
while the S&P and Nasdaq missed by a
whisker. New Year’s Eve saw more
highs for the Dow and S&P. For 2020,
you aren’t. The human
the Dow finished up 7.2%, the S&P mind tries to make you

us ,
16.3%, and the Nasdaq a whopping
believe you are smarter

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43.6%.

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than you are.”
Better Late Than Never
Berkshire Hathaway Vice Chairman

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The president unexpectedly signed the
Charlie Munger in a California Institute
$900 billion stimulus measure as aid of Technology interview
JAPAN’S NIKKEI NEARS A HIGH programs lapsed, thus allowing both
relief checks to go out and the govern-

Sun Rising or ment to get funding. House Democrats

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THE NUMBERS overrode Trump’s veto of the defense
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Sun Setting? $722 B


authorization bill and passed higher
m er relief payments sought by the presi-
dent, only to have Senate Majority
Leader Mitch McConnell package it
Amount investors borrowed with an overhaul of online rules and an
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against stock holdings in No- electoral fraud panel—both sought by
Japanese stocks hit their highest levels in three decades vember, a record. the White House—to create a legisla-

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this past week—ensuring that Warren Buffett, who made tive poison pill. With time running out,
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

a big bet on Japanese shares in September, is right again. the Senate turned instead to a vote on
The Nikkei 225 rose 714 points, or 2.7%, and briefly the defense veto.
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touched 27,601 on Tuesday, the highest since 1990. The


Nikkei famously topped out at 38,957 in December 1989. Estimate by JMP Securities of The Third Vaccine The Chinese government had forced Ant
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Illustration by Elias Stein; Lacy O’Toole/CNBC/NBCU Photo Bank/NBCUniversal/Getty Images


Japan has had a relatively low Covid-19 caseload, and the number of new brokerage The vaccine developed by AstraZen- Group to cancel its initial public offering
the Nikkei has ridden the global market rally driven by accounts opened by individual eca and Oxford was approved in the in November. Now, the government is
stimulus. President Trump signed a $900 billion relief investors in 2020, a record. United Kingdom. The vaccine is easier investigating its parent, Alibaba Group

$145 B
bill, and South Korea President Moon Jae-in confirmed a to handle and cheaper than the Pfizer Holding, over antitrust violations.
third round of direct payments of about $8.5 billion. Both and Moderna vaccines, but late-stage
markets are key for the Nikkei, whose stocks on average trials stirred skepticism outside the Brexit, Finally
get 13% of revenues from the U.S. and 2.8% from Korea. U.K. In the U.S., cases neared the 20 Negotiators tied up loose ends in the
Japan may also be positioned for a consumer spending Writeoffs made by North Ameri- million mark, and total deaths ap- trade agreement between the U.K. and
rebound. Stoxx Europe 600 stocks have almost 20% of can and European oil-and-gas proached 350,000. Operation Warp European Union, and both Parliament
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revenue from the U.S., but only 8% by market cap are companies in the first three Speed missed its vaccination goals of and EU governments passed the deal
consumer cyclicals, compared with the Nikkei’s 18%. quarters, most since 2010. 20 million by Jan. 1; Trump blamed before the Dec. 31 deadline. Separately,

1.29 M
Japan is export-oriented and needs a weaker currency to the states. The highly contagious the EU agreed to an investment accord
be competitive. The yen has strengthened, but that’s out- Covid variant found in the U.K. ap- with China that may create U.S. tensions.
no

weighed, says Prudential Financial’s chief market strate- peared in Colorado and California.
gist Quincy Krosby, by a brightening global economy. Annals of Deal-Making
Investor Jim Rogers has his own views. As he told Bar- Number of passengers passing Trouble at Alibaba Hedge fund Alden Global Capital has
ron’s recently, he has been investing in Japanese securities through TSA checkpoints on Dec. The regulatory rollback against Jack offered to buy the 68% of the Tribune
because Bank of Japan Gov. Hiruhiko Kuroda “says he 27, highest since March. Ma’s business empire continued in Publishing that it does not already hold.
will print unlimited amounts of money—his words—so he China. Regulators told Ma’s fintech Tribune owns the Chicago Tribune and
can buy stocks and bonds and exchange-traded funds.” To get Numbers by Barron’s Ant Group to return to its mainstay the New York Daily News...Third Point’s
And, Rogers adds, a new government wants to make peo- daily, sign up wherever payments processing operation, Alipay, Daniel Loeb has taken a billion-dollar
ple happy. He wouldn’t be surprised if Japanese stocks hit you listen to podcasts or at pull back from new initiatives, such as stake in Intel. Loeb laid out a series of
their all-time high, although he’s pessimistic for the long Barrons.com/podcasts personal lending and wealth manage- strategic options for the chip maker in a
term about all that spending. — Jacob Sonenshine ment, and form a holding company. letter to the chairman of the board.
January 4, 2021 BARRON’S 7

P R EV IEW Tuesday Georgia holds a special election for both of its Senate Sign up for the Review &
seats. Majority control of the Senate hangs in the Preview daily newsletter at
balance, and Democrats can retake the chamber by winning the two races. Barrons.com/reviewpreview

Monday 1/4 Brands, Lamb Weston Holdings,


Micron Technology, and Walgreens
Fiat Chrysler Automobiles and Boots Alliance report quarterly
Peugeot hold extraordinary share- results.

.
holders meetings to vote on their

ly
proposed merger of equals, valued at The ISM releases its Services Pur-
nearly $50 billion and first announced chasing Managers’ Index for Decem-
15 months ago. The combined com- ber. Economists forecast a 54.7 read-

on
pany would be called Stellantis and be ing, below November’s 55.9 figure.
the fourth-largest automobile manu-
facturer by volume. The Department of Labor reports
continuing jobless claims, which are

us ,
The Census Bureau reports con- also known as insured unemploy-

l
struction spending data for November. ment, for the week ended Dec. 26.

e
al a
Economists forecast a 1% month-over- Unlike initial jobless claims, continu-
month increase, to a seasonally ad- ing claims have maintained their

ci on
justed annual rate of $1.45 trillion. downward trend into December. For
Construction spending, much like the the first three weeks of last month,
SALES UP 3%, ONLINE 49% housing market, has rebounded continuing claims averaged 5.3 million
strongly from pandemic-induced lows a week, down from a peak of 22 mil-

The State of The Haves and Have Nots and currently stands just below the lion in May.

er s
Throughout the pandemic, online all-time peak of $1.44 trillion set in
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

sellers have outperformed more- February of 2020.


Friday 1/8
m er traditional retailers.

Holiday Retail Shares of Amazon.com, Wayfair, Macy’s,


and Gap, 2020 Year to Date
Wayfair Gap
Tuesday 1/5 The Bureau of Labor Statistics re-
leases the jobs report for December.
m rp
Amazon.com Macy’s The Institute for Supply Manage- Consensus estimate is for an increase
300%
This most unusual of holiday shopping seasons is over. ment releases its Manufacturing Pur- of 114,000 in nonfarm payrolls, after
The initial results reflect the pandemic itself: winners, 200 chasing Managers’ Index for Decem- a rise of 245,000 in November. The
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

losers, some resilience, and a few hints of the future. ber. Consensus estimate is for a 56.5 unemployment rate is expected to
100
Holiday retail sales rose 3% year over year if you start reading, a point lower than the No- edge up from 6.7% to 6.8%. The econ-
co o

in mid-October, says Mastercard SpendingPulse, with the 0 vember figure. The Manufacturing omy has added back 12.4 million jobs
pandemic-delayed Amazon.com Prime Day and similar PMI has had six straight months of since May, or just more than half of
F

-100
promotions. If you measure from November to Dec. 24, Dec.
readings above the expansionary the 22.2 million jobs lost in March and
2020
they climbed 2.4%. Online jumped 49% from 2019 levels Source: FactSet
level of 50. April.
and accounted for nearly a fifth of all sales. Department
stores fell 10%. Furniture was a big winner, rising 16% Home for the Holidays
year over year, and 31% online, while apparel slumped A sector breakdown amplifies the Wednesday 1/6 Coming Earnings
19%, as folks spent more on homes and less on wardrobes. importance of home goods and Consensus Estimate Year Ago
T
Jefferies analyst Janine Stichter notes that the data sug- e-commerce this holiday season. The Federal Open Market Commit-
Smart Global (Q1) $0.70 $0.55
gest consumers weren’t deterred from shopping, even if they Retail sales and e-commerce growth, tee releases minutes from its mid- W
avoided stores. Consumers were eager to shop “earlier in the Y/Y, Oct. 11 to Dec. 25 December monetary-policy meeting. MSC Industrial Direct (Q1) 1.08 1.21
n-

season, taking advantage of earlier holiday deals, and look- Y/Y Sales Growth Y/Y E-Commerce Saratoga Investment (Q3) 0.47 0.46
Sales Growth
ing to avoid store congestion and shipping delays.” Yet the ADP releases its National Employ- UniFirst (Q1) 1.69 2.52
-25 0 25 50 75
prepandemic bifurcations persisted: Department stores and ment Report for December. Expecta- More Earnings on Page M32.

clothing companies suffered more than other retailers. Apparel tions are for a gain of 200,000 in Consensus Estimate
no

Department
Market-intelligence platform Edited notes that discount- stores private-sector employment, after Day Consensus Est Last Period
ing was less than in 2019. That, too, is a year-long theme, Electronics 307,000 jobs were added in Novem- M November Construction Spending 1.0% 1.3%
writes Stichter, “with lean inventory levels (in some case and appliances ber. The vast majority of gains in W November Durable Orders 0.50% 0.40%

too lean) facilitating significant year-over-year reductions Furniture and November came from the services November Factory Orders 0.60% 1.0%
furnishings TH November Trade Balance -$64.2 bil -$63.1 bil
in promo levels.” Consumers shopping earlier and more sector, led by the leisure and
Groceries F December Nonfarm Payrolls 114,000 245,000
intentionally also probably led to fewer promotions. hospitality industry’s 95,000. December Unemployment Rate 6.7% 6.7%
Home
Looking ahead, consumers will return to stores when improvements November Consumer Credit $10.0 bil $7.2 bil
they feel safe—and they’ll buy clothes again—but there’s no Unless otherwise indicated, times are Eastern. a-Advanced;

putting the online genie back in the bottle. Analysts expect


Jewelry
Luxury
Thursday 1/7 f-Final; p-Preliminary; r-Revised Source: FactSet
For more information about coming economic reports—and
online sales to keep growing; the pandemic just accelerated what they mean - go to Barron’s free Economic Calendar
the shift. — Teresa Rivas Source: Mastercard SpendingPulse Conagra Brands, Constellation at www.barrons.com
8 BARRON’S January 4, 2021

I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
plus Research Reports, and Corrections & Amplifications. The references customercenter.barrons.com. For reprints of articles,
are to the first page of the item in which the company is mentioned. call 1 (800) 843-0008, or go to djreprints.com.

A Adidas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 M Macy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Nordstrom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 R Riot Blockchain . . . . . . . . . . . . . . . . . . . . . . . . . . . M8


Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 23 Madison Square Garden Sports . . . . . . . . . . . . 10 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Roku . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Alibaba Group Holding . . . . . . . . . 6,M5,M8,M10 Magellan Midstream Partners . . . . . . . . . . . . . . 16
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . 13,25,M7,M8 Maiden Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . M7 P Peugeot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 S Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 23

.
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,13 Marathon Patent Group . . . . . . . . . . . . . . . . . . . M8 Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Simon Property Group . . . . . . . . . . . . . . . . . . . . . 17

ly
AMC Entertainment . . . . . . . . . . . . . . . . . . . . . . M8 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 PG&E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Skechers USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
American International Group . . . . . . . . . . . . . 12 Micron Technology . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Pinduoduo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 Slack Technologies . . . . . . . . . . . . . . . . . . . . . . . . M3
Aphria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Mitsui . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Pitney Bowe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 Spotify Technology . . . . . . . . . . . . . . . . . . . . . . . M3
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,23 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 PPL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Square . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Arcturus Therapeutics . . . . . . . . . . . . . . . . . . . . M8 Prologis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Sysco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

on
ARK Genomic Revolution . . . . . . . . . . . . . . . . . . 22 N Net Element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8
Arthur J. Gallagher . . . . . . . . . . . . . . . . . . . . . . . . 21 Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Q QuantumScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 T [Taiwan Semiconductor . . . . . . . . . . . . . . . . . . M10
Asana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3 Nikola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 Qurate Retail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Taiwan Semiconductor Manufacturing . . . . . . 23
AstraZeneca . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 NIO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,5,18
T-Mobile US . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

us ,
B Baidu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 Tribune Publishing . . . . . . . . . . . . . . . . . . . . . . . . . .6

l
Bank of America . . . . . . . . . . . . . . . . . . . . . . . . 10,19

e
al a
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 13 U Uber Technologies . . . . . . . . . . . . . . . . . . . . . . . . M7
Beyond Meat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Bionano Genomics . . . . . . . . . . . . . . . . . . . . . . . . M8 V Verizon Communications . . . . . . . . . . . . . . . . . . . 16

ci on
BlackRock . . . . . . . . . . . . . . . . . . . . . . . . . . . M7,M10 Vornado Realty Trust . . . . . . . . . . . . . . . . . . . . . . 17
Brixmor Property Group . . . . . . . . . . . . . . . . . . . 17
W Walgreens Boots Alliance . . . . . . . . . . . . . . . . . . . 7
C Canadian National Railway . . . . . . . . . . . . . . . . 13 Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,M7
Rupert Murdoch Executive Chairman, News Corp
Canopy Growth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Williams Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Wyndham Hotels & Resorts . . . . . . . . . . . . . . . 22

er s
Charles Schwab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Y YETI Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
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ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar


CMS Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,16
m er MANAGING EDITORS, BARRON’S GROUP Duncan Mavin, Dave Pettit
Codexis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M10 HEAD OF INTERNATIONAL, BARRON’S GROUP Francesco Guerrera
Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Conagra Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
Constellation Brands . . . . . . . . . . . . . . . . . . . . . . . . 7
m rp
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 DEPUTY EDITOR Alex Eule
Ben LevisohnDEPUTY EDITOR
CVS Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
D Dillard's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
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Dominion Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 16 MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane
Douglas Emmett . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 MANAGING EDITOR, ENTERPRISE Brian Hershberg
co o

ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat


E Eastman Chemical . . . . . . . . . . . . . . . . . . . . . . . . . 12
Eaton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
F

Eletrobras Participacoes . . . . . . . . . . . . . . . . . . . 16
El Pollo Loco Holdings . . . . . . . . . . . . . . . . . . . . . 5 SENIOR WRITERS Bill Alpert, Daren Fonda, Matthew C. Klein, Leslie P. Norton,
Enzo Biochem . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 Al Root, Avi Salzman, Alexandra Scaggs, Lawrence C. Strauss
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,M7 REPORTERS Lisa Beilfuss, Max A. Cherney, Carleton English, Nicholas Jasinski, Evie Liu,
Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Jacob Sonenshine, Ben Walsh
F Facebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,M8
Fiat Chrysler Automobiles . . . . . . . . . . . . . . . . . . 7 STORY EDITORS Henry Cutter, Ed Lin, Erin McCarthy, Bruce Morris
Five Below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Forward Air . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman
FuboTV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 IDEAS EDITOR Matt Peterson
G Gannett . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8 EDITOR AT LARGE Jack Otter
n-

Gentex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
GMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen
DESIGN DIRECTOR Chris Mihal ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng
H Halliburton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Sam Kelly, Nicole Silver
no

Hertz Global Holdings . . . . . . . . . . . . . . . . . . . . . . 4


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Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,23,M7,M10
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Leaf Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
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January 4, 2021 BARRON’S 9

Nordstrom Looks
Most of those problems can be A Ways to Go
blamed on the pandemic. Nordstrom still has a lot of ground to
Foot traffic at Nordstrom had been cover before recovering its coronavirus
steadily recovering until the resurgence losses.
in November, according to analytics

Like a Retail Survivor


50%
company Placer.ai, with the Saturday
S&P 500 Nordstrom
following Thanksgiving the best day
for Nordstrom and Nordstrom Rack
since the start of the pandemic. 0
But even those who worry that
Nordstrom stock has outrun its funda-

.
Many department store companies may disappear. But Nordstrom has mentals see things they like in the com-

ly
-50
already made the investments, particularly in online, that may save it. pany. Gordon Haskett analyst Chuck
Grom warned investors to “stay disci-
plined” on department store stocks,

on
-100
including Nordstrom, after the recent
rally. Still, he singled out Nordstrom Jan. Dec.
2020
for praise, compared to competitors Source: FactSet
such as Macy’s (M) and Kohl’s (KSS).

us ,
Nordstrom has far fewer traditional

l
stores than its competitors, has per- total count will fall from 380 to 308

e
al a
manently cut costs by $300 million or next year. Nordstrom’s net sales per
so during the pandemic, and should square foot have been climbing

ci on
benefit from pent-up demand from steadily in recent years, to $509 in
wealthier shoppers. “Favorably, we do 2019, up from $492 the year before
think that Nordstrom is very well po- and less than $400 in 2012.
sitioned on a number of fronts for And Nordstrom isn’t just shrinking
when sales begin to recover,” Grom its store count—it’s shrinking the

er s
writes, even as he maintains his Neu- stores themselves. Its smaller-format
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

tral rating on the stock. locations feature distinct, curated


m er Current consensus estimates call merchandise, and provide in-person
for Nordstrom to return to profitabil- perks like free tailoring that online-
ity and sales growth in fiscal 2022; only rivals can’t, says KeyBanc Capital
Nordstrom’s fiscal years end in Janu- Markets analyst Edward Yruma.
m rp
ary. Although analysts expect the “There are a lot of interesting services
company to lose $3.73 a share this year they can deliver in a small-box for-
on sales that are down nearly $5 bil- mat,” he says. “And with a lot of tradi-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

lion from 2019’s, the picture brightens tional high-end department stores
beyond that: The average analyst esti- struggling, there’s an opportunity for
co o

mate calls for Nordstrom’s earnings to it to become the de facto premium


Nordstrom, renowned for excellent service, has adapted to the new realities fostered by Covid-19. rebound to $1.52 a share in 2022, on a luxury department store over time.”
F

more than 27% increase in revenue, to Nordstrom stock isn’t exactly


By TERESA RIVAS Nordstrom (ticker: JWN), for in- $13.52 billion. cheap; it goes for 28 times 2021 esti-

D
stance, aided by reduced competition Progress in other areas could tide mates of $1.08 a share, although
epartment stores are the and its investments in online capabili- investors over as they wait for sales to that’s below Dillard’s (DDS) 39
dinosaurs of retail—and ties, looks not only like a survivor, but recover. In recent years, Nordstrom times, and Macy’s 38. Yet the com-
there can be little doubt possibly a long-term winner. While its has been pouring money into its on- pany is trading at just seven times its
that they face extinction. stock has more than doubled off its line business, which has given it pre-Covid 2019 earnings of $3.60 a
The big stores were in low, it’s still some 40% below its Feb- something other department stores share, which means there is a lot of
decline long before ruary high. Don’t be surprised if lack: a website and app that are user- room to make up. Nordstrom won’t
n-

Covid-19 arrived on the Nordstrom closes that gap. “Nordstrom friendly. Shoppers can peruse items catch up overnight, but even small
scene, and the pandemic has acceler- Nordstrom stock has been rallying, from multiple angles, watch videos, bouts of outperformance will make
ated their skid toward demise. gaining 167% since bottoming at has already and check out fashion pairings created the stock look cheaper.
Department store sales have been $11.79 on Sept. 29, reflecting optimism done most of by associates. With a lot of capital And if sales continue to recover,
no

shrinking—they fell 23% to $9 billion that its sales will rebound as Covid-19 spending done, Nordstrom could see a Nordstrom stock should be able to
in November from $11.1 billion a year vaccines take hold. The near term, the difficult boost to margins, especially relative to return to its February high of $43,
earlier—and they don’t look like however, is still ugly for the company. and costly its competitors’. about 36% above its $31.53 close
they’ll stop sliding anytime soon. While overall holiday spending ap- “Nordstrom has already done most Thursday. “Nordstrom will continue
Already, old names like Lord & Tay- pears to have climbed, it’s hard to
work of of the difficult and costly work of re- to execute,” says Chris Quigley, a se-
Courtesy of Nordstrom

lor have filed for bankruptcy and gauge just yet how well Nordstrom’s repositioning positioning the company for the digi- nior research analyst at wealth man-
disappeared. business performed, given the most tal era,” says Evercore ISI analyst agement firm Kovitz, which bought
But just as some dinosaurs shrank recent Covid surge and restrictions.
...for the Omar Saad. the shares in July. “We don’t think the
to survive—a success story producing Early signs point to slower online digital era.” The company also has been getting reopening bump is over.”
modern birds—some department store growth than peers’, though off a Evercore ISI more efficient as it closes more In fact, it might just be getting
companies might successfully evolve. larger base. analyst Omar Saad stores—and analysts estimate that the started. B
10 BARRON’S January 4, 2021

Finding
and hard seltzer, along with the di-
vestment of Coca-Cola’s bottling oper-
ations. New contracts will continue to
give the company favorable pricing

Value in the with those bottlers.


“That’s a better, more asset-light
structure that should expand their

Stocks 2020 profit margins,” Boyar adds, noting


that a weaker U.S. dollar will boost
overseas profitability. Coke’s stock

Left Behind
isn’t particularly cheap at more than

.
25 times next year’s forecast earnings,

ly
but the Boyar team expects it to hold
its multiple as the company returns to
growth. They see the shares going to

on
$66, 20% above their recent close of
Value stocks may be cheap, but $55. The stock yields 3%.
choosing the right ones for 2021 Pharmacy chain CVS Health
isn’t easy. Here are seven names (CVS) will play a vital role in the U.S.

us ,
vaccine-distribution effort in 2021,
that deserve a fresh look.

l
expanding its database of customer

e
al a
information and bringing new pa-
tients into its stores and clinics. Boyar

ci on
cites the advantages of CVS’s omni-
By NICHOLAS JASINSKI channel approach. It has stores close

T
to 80% of the U.S. population, along
he new year promises “You really still need to look at high- away (BRK.A) has been adding to its with a sophisticated prescription de-
changes on many fronts: quality businesses with good balance
“It’s not just stake in Bank of America; it currently livery business.

er s
economic, political, and sheets and strong competitive posi- about owns about 12% of the stock. Boyar At $68, CVS stock looks cheap,
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

public health, to name a tions—it’s not just about buying every expects greater capital returns, a cycli- trading at just nine times next year’s
buying
few. It may also bring
m er
retailer and airline that’s cheap right cal recovery, and Buffett’s vote of con- expected earnings. Boyar applies a 13
about a major shift in U.S. now.” every fidence to boost Bank of America times multiple on his 2022 profit esti-
stock markets. A growing To that end, Boyar and team puts shares to 1.6 times his estimate of 2022 mate to get to a $106 target, 55% above
cadre of investors and strategists are together an annual list of 40 stocks
retailer and tangible book value, or about the recent close.
m rp
betting that 2021 will finally be the they see offering compelling value in airline that’s $36—20% above a recent quote. BofA’s Liberty Braves Group (BATRK)
year when value stocks outperform the year ahead. They’re not necessar- cheap right dividend currently yields 2.4%. and Madison Square Garden
growth. ily the cheapest stocks in the market, Coca-Cola (KO) was one of Bar- Sports (MSGS) are rare examples of
now.”
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Value has plenty of catching up to but they’ve been overlooked and each ron’s top 10 stock picks for 2021, and it publicly traded sports teams. They
do. The Russell 1000 Growth index of has at least one positive catalyst on the makes Boyar’s Forgotten Forty for own baseball’s Atlanta Braves, and
co o

Jonathan Boyar,
U.S. stocks bested its value equivalent horizon. Boyar Intrinsic similar reasons. The reopening of res- basketball’s New York Knicks and
Value Research
by 36 percentage points in 2020, the Boyar’s Forgotten Forty portfolio taurants, stadiums, and other public hockey’s New York Rangers, respec-
F

largest margin on record. It’s the ex- has produced an average annual gain venues will lead to a near-term re- tively. Those are trophy assets that
clamation point on a decade of leader- of 9.6% over the past decade, versus bound in sales, as the world’s largest should be valued by what a potential
ship from growth stocks such as Ap- about 8%, on average, for the Russell soft-drink company also begins to acquirer would pay for them, says
ple (ticker: AAPL), Amazon.com 1000 Value index. The broader index, benefit from longer-term initiatives in Boyar, rather than the cash flows
(AMZN), and Netflix (NFLX), at the including growth components, has 2021, Boyar says. That includes a push they produce. Fortunately for the
expense of old-economy industries, risen some 12% a year over that pe- into new categories, including coffee New York basketball team, the value
including banks, mining, and energy. riod.
As a result of the divergence, value The Boyar team gave Barron’s a
stocks haven’t been this cheap, relative preview of its 2021 Forgotten Forty New Year, New Stocks
n-

to growth issues, since the dot-com list. Here are some highlights pre- These seven stocks might not all look cheap on the surface, but they each meet some definition of value—and they
bubble in 2000, a gap that could nar- sented in alphabetical order, with con- could all outperform in the year to come.
row with a postpandemic recovery text from Jonathan Boyar and Bar- Recent 2020 Market Dividend 2021E
and eventual higher interest rates. ron’s: Company / Ticker Industry Price Return Value (bil) Yield P/E
no

“Value has been in the dog house At a recent price of $30, Bank of Bank of America / BAC Diversified Banks $29.98 -12.6% $259.4 2.4% 13.9
for the longest period I can remem- America (BAC) trades at 14 times
ber,” says Mark Boyar, who founded 2021 estimated earnings and 1.5 times Coca-Cola / KO Beverages 54.44 1.7 234.0 3.0 25.8

Illustration by Jack Richardson


The Boyar Value Group in 1975. “But tangible book value, cheap relative to CVS Health / CVS Health Care / Retail 67.75 -5.9 88.7 3.0 9.0
we think now we’re going into one of the market and its own history. An
these periods where value will signifi- improving economy, expectations of a Liberty Braves / BATRK Entertainment 25.14 -14.9 1.3 None N/A
cantly outperform growth.” steeper yield curve, and a green light MSG Sports / MSGS Entertainment 186.16 -11.3 4.5 None N/A
Jonathan Boyar, Mark’s son and from the Federal Reserve to boost
Sysco / SYY Food Distribution 73.29 -11.6 37.3 2.5 29.0
president of the firm’s research divi- share buybacks and dividends in 2021
sion, Boyar Intrinsic Value Research, are all promising catalysts. Walt Disney / DIS Entertainment 181.17 25.3 328.0 0.0* 71.9
warns that not all value will benefit. Warren Buffett’s Berkshire Hath- Data through Dec. 30; *Dividend on hold in 2020; E=Estimate. N/A=Not applicable Sources: Bloomberg; FactSet
January 4, 2021 BARRON’S 11

holds up regardless of on-court per-


formance. Still, all three teams can
boost their sales and profits in com-
ing years, he says, as television H O W D O YO U
rights are renewed at higher rates
and the legalization of online gam- M A N AG E R I S K
bling increases fan engagement and
attracts more advertising dollars.
Leagues have also opened the door
THROUGH
to investors such as private-equity
firms. They now can take minority
BOTH CHAOS

.
stakes in teams, which could drive
AND CALM?

ly
valuations even higher. Boyar values
Liberty Braves stock at $41 and MSG
Sports at $231, giving them estimated

on
upsides of 60% and 24%, respectively.
Boyar’s price targets are based on a
roughly 30% premium to the teams’
latest valuations from Forbes.

us ,
Sysco (SYY) is in pole position to

l
emerge from the Covid-19 pandemic

e
al a
stronger than it went in, as the largest
player in the heavily fragmented U.S.

ci on
food distribution industry. With a
market share of just 16%, Sysco gener-
ates more in sales than its next two
rivals combined. Management has
been aggressive in trying to grow

er s
through acquisitions and in recruiting
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

new customers.
“In this environment, restaurants
m er
and hotels are not only looking for the
cheapest-price supplier, but also for
companies that will survive this,” says
m rp
Boyar, who sees Sysco going to $93,
from a recent $73.
Walt Disney (DIS), at a recent 72
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

times next 12 months estimated earn-


ings, isn’t inexpensive, based on tradi-
co o

tional value metrics. But the entertain-


ment giant has several catalysts ahead
F

of it. First and foremost is the postpan-


demic recovery of its theme parks,
which Boyar expects to surprise to the
upside in 2021. The longer-term story
You can’t control the changing tide
is Disney’s transformation into a of the markets, but we can help you
streaming-focused global content com- navigate it. CME Group helps you
pany, fueled by the rapid growth of manage risk and capture opportunities
Disney+ and its other direct-to-con- across all major asset classes. We
sumer services.
deliver nearly one billion data points
n-

Boyar values Disney using a sum-


of-the-parts approach. He applies a daily, informing the insight you need
multiple of 12 times to estimated 2022 to refine your trading strategy. For
earnings before interest, taxes, depre- taking advantage of opportunities
no

ciation, and amortization, or Ebitda, in all market environments…


for Disney’s non-streaming busi- CME Group.
nesses, and 5.5 times to estimated
2022 streaming revenue. That yields a
price target of $237, or 30% above the V I S I T C M E G R O U P. C O M /AC T I O N
stock’s recent close of $181.
And there’s an argument for giving
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made.
Disney an even higher target price: This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Copyright © 2020 CME Group Inc. All rights reserved.
Applying Netflix’s current 10 times
sales multiple yields a price of $339
per share. B
12 BARRON’S January 4, 2021

100 YEARS OF BARRON’S


On This Week
Jan. 7, 1929: The market starts the new year “in an even bigger blaze of glory
than it ended the old.” The Trader suggests “restraint.”

Once on Wall Street:


We’ll view it all from the perspec-
tive of investors—always the Barron’s
vantage point. As Wall Street rose
from a peddler of railroad bonds to a

Looking Back on

.
global financial center, it responded

ly
to and profited from every global
crisis and societal need, funding mar-
velous new industries while invent-

Our First Century

on
ing ever more complex financial in-
struments, and surviving the
occasional bust only to roar back
stronger than ever.

us ,
“All history is bound up in the

l
By KENNETH G. PRINGLE ment; to World War II, when Ameri- human problems of personal and na-

e
al a
can industry became the engine of tional finance—personal and national
he world as we know it was begin- freedom and triggered the boom years protection to daily subsistence,” Bar-

ci on
ning to take shape in 1921. of the ’50s; on to Vietnam and social ron wrote in the forward to his 1920
The Great War brought down unrest, political upheaval, malaise, the essay collection, A World Remaking. “It
the monarchies that had ruled Eu- Reagan revolution, the booming ’90s has been my ambition and life work to
rope since Charlemagne. A recon- and a bursting bubble, and wars in the find the root causes for economic
necting global economy was ignit- Middle East; and on to our current changes.”

er s
ing the Roaring ’20s, with its vast pandemic time. Barron lived in extraordinary other beginning. This was the birth
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

wealth and deep inequities. The urban population of times, and he knew it. The world of the modern world, and Barron
m er
the U.S. outnumbered the rural for the first time, and Clarence W. Barron and the first edition was at a turning point, a hinge mo- wanted to understand and make
the great migration from the South was setting off an of his national weekly, published in 1921 ment. One era was ending and an- sense of it.
American cultural revolution. This led Barron into journalism,
The automobile was now a familiar sight on Amer- starting as a reporter with his home-
m rp
ican streets, jazz was played in cafes, baseball was town Boston newspapers and working
becoming the national pastime, and pizzerias were up to become the financial editor at
serving an Italian specialty soon to be an American the Transcript. But he had bigger
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

staple. plans. In 1887, he founded the Boston


Recently minted companies like Eastman Chemi- News Bureau, which supplied finan-
co o

cal, International Telephone & Telegraph, American cial news to brokers. Fifteen years
International Group, Halliburton, Wright Aero- later, he bought Dow Jones & Co., in-
F

nautical, Dell Publishing, and Goldwyn Pictures sig- cluding The Wall Street Journal, from
naled the arrival of industries that would dominate its founders for $130,000 (equivalent
the global economy into the 21st century. Oil was to about $4 million today).
starting its rise as the world’s power source, led by Barron believed that the press
the spawn of Standard Oil’s breakup—Chevron, Mo- should be Wall Street’s watchdog, not
bil, and Exxon. its cheerleader. He pushed his report-
These and many other new corporate enterprises ers to scrutinize corporate records—
would drive the Dow Jones Industrial Average to that is, to follow the money, still the
previously unimagined levels—only for it to tumble, battle cry of financial journalists
n-

again and again, before finding its footing and power- everywhere.
ing ever higher. It’s only fitting that it was the re-
This was the world Clarence W. Barron sought to porting of Barron, the father of finan-
understand and explain in Barron’s National Finan- cial journalism, that in 1920 brought
no

cial Weekly, the first issue of which was published down Charles Ponzi, the patron saint
in 1921. We’ll be celebrating Barron’s centennial of white-collar crime.
throughout the year, looking at how Barron’s journal- This is the story of Barron’s first
ists such as Barron himself, Robert Bleiberg, Alan century, the story of the modern

Everett/Shutterstock
Abelson, and generations of writers of The Trader world, which in coming weeks and
column saw their world. months we’ll bring alive. B
We’ll follow those Roaring ’20s that Barron reveled
in to the Crash of 1929, which brought on the Great Kenneth G. Pringle is a financial journalist
Depression and, in response, the birth of big govern- and historian.
January 4, 2021 BARRON’S 13

Jan. 7, 1946: Barron’s warns that America is “drifting Jan. 4, 1954: “The bridge-buildingest year ever” was Jan. 4, 1982: Coca-Cola “may be considering
rudderless between capitalism and collectivism” 1953, a result of “the spanking new turnpikes that now changing the formula for only the fourth time in
as Truman seeks to lift the minimum wage. criss-cross the landscape.” 95 years.”

How the Railroad Tracks Tracks soon ran in every direction.


Railroad towns like Cheyenne, Wyo.;
North Platte, Neb.; and Billings, Mont.,
Barron’s noted that the recovery was
based not on growth but on “increased
operating efficiency…consolidation and

Led to the Internet Age popped up along the tracks as hamlets railroad labor peace.” In other words,

.
like Omaha and Denver grew into cities. the industry had matured.

ly
Everywhere, forests and prairies By the 1930s, the automobile had
were converted to farmland as Ameri- cut into railroad dominance, though
By KENNETH G. PRINGLE Charles Dow’s first stock index, in cans pulled up stakes and moved it was construction of the Interstate

on
1884, contained nine railroads and westward, and thousands of immi- Highway System and growth of afford-
he railroad titans built America, just two industrial stocks. The grants who laid the rails settled down able air travel in the 1950s and ’60s
and they deserved every penny FAANGs, which make up about 17% and helped change what it meant to be that finally all but broke the industry.
they got for it, according to of the S&P 500 index, can’t compare an American. When a rash of railroads, led by Penn

us ,
Clarence W. Barron. with the sheer size and dominance of “The railroad industry’s influence Central in 1970, declared bankruptcy,

l
The founder and editor of the 19th century railroads. would penetrate every corner of Amer- the government stepped in.

e
al a
this magazine forcefully coun- In its early years, Barron’s pro- ican life,” writes Michael Hiltzik in Iron In 1971, America’s long-distance
tered those who thought that duced article after article on the Nor- Empires: Robber Barons, Railroads, and passenger lines were combined into

ci on
salaries of railroad presidents were too high and folk & Western, Northern Pacific, the Making of America. The railroads federally funded Amtrak; a few years
that something ought to be done about it. The rail- Missouri Kansas & Texas, Rock Is- would come to dominate business, poli- later, the government created Conrail
road president, Barron wrote in 1923, “is the guid- land, Atchison Topeka & Santa Fe, tics, and home life, while creating the by consolidating freight lines in the
ing force to whom keeping tens of thousands of and more. The magazine spoke of financial machine known as Wall Street, Northeast. By the late ’80s, Conrail’s
spike drivers at work is only a detail. The trans- Morgan, Harriman, and their ilk, all which was fueled by railroad bonds. operations had improved so much that

er s
portation system of the country is the product of by then dead, with reverence. At one In 1893, Frederick Jackson Turner it sold stock in an initial public offer-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

the brains and initiative of such as he.” point, Barron’s lamented that the cur- declared the end of the American fron- ing. A decade later, CSX and Norfolk
m er
The early railroads were the internet of their day, rent crop of American capitalists tier, and it was the railroad that fin- Southern acquired Conrail and split
connecting people and commerce, compressing “seem puny figures beside the specu- ished it off. Steel rails crossed every the assets. The railroads entered a
time and space. Starting in the 19th century, they lative kings of the last century.” frontier, with mileage growing by leaps competitive new phase.
turned America’s disparate regions into a connected That group did transform the coun- and bounds—from 30,000 miles of Railroads were now vying on a
m rp
whole and, in the process, created vast fortunes. try. In 1805, it took the Lewis and tracks in 1860 to 163,500 miles in 1890. level field with trucking and air-
As a result, railroads were a central topic in early Clark Expedition more than a year to By the time Turner declared the freight, all based on shipping contain-
issues of Barron’s. travel from Illinois to the Pacific frontier dead, the golden age of rail- ers that move seamlessly from ship to
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Railroads had been generating controversy Ocean. In 1869, when the first trans- roads was drawing to a close. Route rail to truck to plane. More than ever,
since the days of Cornelius Vanderbilt, Edward continental railroad linked up, the trip mileage peaked at 254,000 in 1916 and efficiency became the byword, led by
co o

Harriman, and J.P. Morgan. It was the first indus- from New York to San Francisco was has been declining ever since. E. Hunter Harrison.
try to draw government antitrust scrutiny, setting reduced to six days. The Dow Jones Railroad Average Starting at Canadian National
F

up the long struggle of free competition versus the peaked in 1913 and wouldn’t regain Railway (CN), Harrison cut operating
public good. A recent House Judiciary Committee An 1870 print of Cornelius Vanderbilt that level again until 1926. Even so, costs with what he called “precision
and James Fisk in a race for control of
report on the market dominance of the FAANGs— New York’s rails. Barron’s revered the scheduled railroading.” Hub-and-spoke
Facebook (ticker: FB), Amazon.com (AMZN), industry’s pioneers. routes were replaced by straight runs.
Apple (AAPL), Netflix (NFLX), and Alphabet’s Scheduled departures reduced the time
(GOOGL) Google—decried that these companies that trains sat idle. Locomotives pulled
“have become the kinds of monopolies we last saw longer trains. As head count shrank
in the era of oil barons and railroad tycoons.” and trains moved more tonnage with
Love them or hate them, the railroads created less fuel, CN’s operating costs fell from
n-

a template that other nascent industries followed. 75% of revenue to 61%. By the time
Telegraph and telephone, automobile and airplane, Harrison stepped down as CN’s CEO in
radio and television, and now the internet—each 2009, its stock had risen sixfold.
of these technologies, in its own way, made us ever That year, Warren Buffett’s Berk-
no
Currier & Ives/Library of Congress

more tightly connected. Industries that sprang up shire Hathaway (BRK.B) purchased
around these new technological products gener- Burlington Northern Santa Fe—and
ated enormous wealth and great power for some. Wall Street took notice of trains again.
And all of them eventually felt the hand of govern- Facebook, Apple, and the other
ment regulation. FAANGs can only hope for a run like
But first the railroad had to come through. that. Not many industries get a second
Railroads dominated the economy in the 19th wind a century after their glory days. B
century as no industry would again; they practi-
cally were the industrial economy for decades. Bill Alpert contributed to this report.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
14

in a low interest-rate
Where to find income

world that’s just beginning

Our 12 best ideas for 2021.


BARRON’S

to emerge from the pandemic.


YIELD
no
n- F
co o
m rp
m er
January 4, 2021

er s
ci on
al a
l
us ,
e
on
ly
.
BARRON’S

By Andrew Bary
il l u s t r at ion b y c . j . bur t on
PLAYS
15
16 BARRON’S January 4, 2021

T “With rates just barely above all-time


he bond market has been a barren field for
income, as fixed-income yields remain stuck
at historic lows. Yet there are rich pickings
elsewhere—if you know where to look.
“With rates just barely above all-time lows, yield oppor-
lows, yield opportunities are clustered
tunities are clustered in the equity markets,” says David
King, co-manager of the Columbia Flexible Capital Income
in the equity markets.”
fund. David King, co-manager of the Columbia Flexible Capital Income fund
That includes energy pipeline operators, telecommuni-
cations companies, real estate investment trusts, and elec-
tric utilities. Pipelines yield 8% or more; telecoms can get

.
you 4% to 7%; REITs, 3% to 6%; and utilities, 3% to 4%. 2. U.S. Dividend Stocks to find yield because they have trailed considering the drop in interest rates,

ly
Many drug and consumer stocks also yield 3% to 4%. As investors favored growth stocks U.S. indexes for 10 years. In addition, but 2021 could be better as investors
King says that income-hungry investors need look no in 2020, high-dividend payers foreign companies tend to have higher gravitate toward an industry that will
further than the so-called Dogs of the Dow, the 10 highest- languished. dividend payout ratios than their spend heavily in the next decade to

on
yielding stocks in the 30-stock Dow Jones Industrial Aver- The Vanguard High Dividend American peers. develop renewable power.
age. The Dogs now include Chevron (ticker: CVX), Veri- Yield (VYM) ETF, which is domi- “We see much better opportunities The Utilities Select Sector
zon Communications (VZ), and Merck (MRK). nated by the largest high-dividend outside the U.S. than inside the U.S.,” SPDR ETF (XLU) has generated a
Outside the U.S., there are a number of yield plays in stocks, such as Johnson & Johnson says David Iben, manager of the Ko- negative 1% return in 2020. Utilities

us ,
markets that have markedly lagged behind the S&P 500 (JNJ) and JPMorgan Chase (JPM), pernik Global All-Cap fund. He points could generate a 10%-plus return in

l
index in the past decade. was flat in 2020, against a 17% return to telecommunications, utilities, and 2021, reflecting dividend yields aver-

e
al a
Opportunities are more limited in bonds. U.S. Treasur- for the S&P 500. The ETF yields energy. aging close to 4% and price apprecia-
ies yield under 2%, and high-grade municipal bonds, 2% or about 3.2%. Iben likes Eletrobras (EBR) of tion in line with earnings growth.

ci on
less. Most preferred stock is in the range of 3% to 4%, and “One of the least popular parts of Brazil, a huge hydropower generator “We see structural decarboniza-
top-grade corporate bonds yield 4% or less. the stock market are established com- that trades at $7, or seven times 2021 tion, robust growth opportunities, a
The average yield on junk bonds is under 5%, and inves- panies with good dividends,” King earnings, and yields 4.7%. He is also defensive business model, and solid
tors need to go to the riskiest corner of the market to get says. That could change in 2021 if the partial to the Russian natural-gas yield underpinning an attractive out-
8% yields. recent strength in value-oriented behemoth Gazprom (OGZPY), which look for the group,” J.P. Morgan Se-

er s
This is Barron’s ninth annual assessment of income- stocks continues. trades around $5.50, yields 7%, and is curities analyst Jeremy Tonet wrote
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

producing areas of the stock and bond markets, in which One way to play it is through the 10 far cheaper based on reserves than its in a recent note. He views the group
m er
we examine 12 sectors and rank them in order of prefer- Dogs of the Dow, which had a poor Western peers, reflecting Russian risk. as appealing; it is valued at an aver-
ence. Our record last year was mixed. We were too bullish year in 2020, returning negative 7%, He also owns Mitsubishi (MSBHF) age of about 18 times 2021 earnings,
on energy pipelines and too cautious on Treasuries. against a 9% return on the overall and Mitsui (MITSY), two of the Japa- a discount to the S&P 500 multiple
Here is how we rate the 12 sectors for 2021: index. Historically, the 10 Dogs have nese trading companies whose shares of 22 times.
m rp
stacked up well against the overall were purchased by Berkshire Hatha- Tonet is partial to Dominion
Dow when investors rebalance their way (BRK.B) last summer. The two Energy (D), now a nearly pure-play
1. Energy Pipelines portfolio of Dogs at the end of each companies have thinly traded U.S.- regulated utility in Virginia with an
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

The drop in oil prices and a growing investor aversion to year. Besides Chevron, Verizon, and listed shares, trade below book value, ambitious renewable-energy plan.
the energy sector hammered pipeline operators in 2020. Merck, current Doghouse stocks in- and yield about 4%. The stock, at about $74, trades for
co o

The Alerian MLP exchange-traded fund (AMLP) re- clude Cisco Systems (CSCO), Coca- Drug shares lagged behind the less than 20 times projected 2021
turned negative 32% for the year. Cola (KO), and Walgreens Boots market in 2020. European drug giant earnings. It yields 3.4% after a divi-
F

Yet the industry is doing better than its stocks suggest Alliance (WBA). Novartis (NVS), at $93, trades for 14.5 dend reduction in 2020 that resulted
and could revive this year, particularly if oil-price bulls like The Columbia Dividend Oppor- times projected 2021 earnings and from the sale of a gas-pipeline busi-
commodity analysts at Goldman Sachs are right and West tunity fund (INUTX), which King yields 2.1%, while rival GlaxoSmith- ness to Berkshire Hathaway.
Texas Intermediate crude rises to about $60 a barrel from a co-manages, owns nine of the 10 cur- Kline (GSK), at $37, trades for 11.5 Some utility stocks were battered
recent $48. rent Dow Dogs. For investors who are times estimated 2021 earning and in 2020, including Consolidated
“There is strong free cash flow, low valuation, 8% to willing to trade off a lower dividend yields 5.4%. Edison (ED) and PPL (PPL). Each
10% yields, and the potential for higher commodity yield for better growth potential, there Broad overseas ETFs yield around fell about 20%, while industry leader
prices and volumes,” says Greg Reid, president of Salient is the ProShares S&P 500 Divi- 2%, including iShares Core MSCI NextEra Energy (NEE), a leader in
Partners, which runs the Salient Midstream & MLP dend Aristocrats ETF (NOBL), EAFE (IEFA), Vanguard FTSE Eu- renewable power, gained 20%. Con
n-

closed-end fund (SMM). “There could be significant up- which yields about 2%. rope (VGK), and iShares Core MSCI Ed, at about $71, yields 4.3% and
side.” Emerging Markets (IEMG). trades for about 16 times 2021 earn-
Many pipeline companies began stock buyback pro- ings. Duke Energy (DUK) and
grams in the fall, after some halted them in the spring in 3. Overseas American Electric Power (AEP)
no

the wake of the pandemic. Dividend Stocks 4. Electric Utilities fetch about 17 times projected 2021
Closed-end funds focused on pipeline operators—both International markets are a great place The sector had a disappointing year, profits, and NextEra, 30 times.
master limited partnership and corporations—trade at
wide discounts averaging about 20% to net asset value,
and most yield in the range of 5% to 10%. The Alerian
MLP ETF yields 11%. “We see much better opportunities
Among industry leaders, Magellan Midstream Part-
ners (MMP), at $42, yields 9.7%; Enterprise Products
Partners (EPD), at $20, yields 9.1%; and Williams Cos.
outside the U.S. than inside the U.S.”
(WMB), at $20, yields 8%. David Iben, manager of the Kopernik Global All-Cap fund
January 4, 2021 BARRON’S 17

5. Real Estate HAVE A YIELD DAY


Investment Trusts
Here are our picks in 12 income-producing areas of the stock and bond markets, ranked in order of preference.
Hurt by weakness in malls, apart-
ments, and office buildings, the REIT
market, as measured by the Van- Recent YTD
Pipelines Price Return Yield
guard Real Estate fund (VNQ), re-
Alerian MLP / AMLP $25.64 -32.2% 11.1%
turned negative 6% in 2020. Indus-
Salient Midstream & MLP / SMM 4.29 -41.0 5.6
trial REITs like Prologis (PLD) that
Enterprise Products Partners / EPD 19.67 -23.4 9.1
own warehouses were a bright spot,
benefiting from the e-commerce
U.S. Dividend Stocks
boom. The Vanguard ETF now

.
Vanguard High Dividend Yield / VYM $90.47 0.0% 3.2%
yields 4%.

ly
Columbia Dividend Opportunity / INUTX 33.86 -0.6 3.5
“Interest rates are very low, and
ProShares S&P 500 Dividend Aristocrats / NOBL 78.82 6.9 2.2
that bodes well for REITs,” says Al-
exander Goldfarb, a REIT analyst at

on
Overseas Dividend Stocks
Piper Sandler. Real estate companies
iShares Core MSCI EAFE / IEFA $69.60 9.0% 1.9%
should get a lift from a stronger econ-
iShares Core MSCI Emerging Markets / IEMG 61.29 16.5 1.9
omy in 2021.
GlaxoSmithKline / GSK 36.98 -17.3 5.4
Goldfarb is partial to mall indus-

us ,
try leader Simon Property Group

l
Electric Utilities
(SPG), whose shares, at about $83,

e
Utilities Select Sector SPDR / XLU $61.47 -1.4% 3.2%

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yield 6.2%, and shopping center
Dominion Energy / D 73.88 -6.9 3.4
owners Kimco Realty (KIM), at $14,
Consolidated Edison / ED 70.76 -18.7 4.3

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yielding 4.5%, and Brixmor Prop-
erty Group (BRX), at $16, yielding
Real Estate Investment Trusts
5.3%.
Vanguard Real Estate / VNQ $83.66 -6.1% 4.0%
“Bricks-and-mortar retailers re-
Simon Property Group / SPG 83.29 -40.0 6.2
main essential,” Goldfarb says. “Peo-

er s
Vornado Realty Trust / VNO 35.99 -42.6 5.9
ple can’t get everything they need on
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Amazon.”
Telecom Stocks
He sees Simon as a deep-pocketed
m er
Verizon Communications / VZ $58.81 0.0% 4.3%
mall survivor with a desirable port-
Deutsche Telekom / DTEGY 18.50 18.2 3.7
folio and strong balance sheet.
KT / KT 11.35 -2.2 3.9
Owners of strip malls like Kimco
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and Brixmor are getting a lift as more
Convertible Securities
Americans prefer the convenience
SPDR Bloomberg Barclays Convertible Securities / CWB $81.58 51.1% 2.4%
of buying online and then picking
Southwest Airlines 1.25% bonds due 2025 145.34 46.1* 0.9
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

up products at local stores.


The New York City office sector
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Junk Bonds
was hit hard in 2020. One way to
iShares iBoxx High Yield Corporate Bond / HYG $87.05 4.2% 4.9%
play a rebound is through Vornado
VanEck Vectors Fallen Angel High Yield Bond / ANGL 32.03 13.0 4.7
F

Realty Trust (VNO), which has a


depressed price of $36 (down 45% in
Even
2020), a good balance sheet, and an Dogs Have Tax-Exempt Municipal Bonds
attractive portfolio of Manhattan of- Their Day Vanguard Intermediate-Term Tax-Exempt / VWITX
Parametric TABS 5-to-15 Year Laddered Municipal Bond / EALTX
$14.86
13.16
5.1%
5.4
2.3%
1.7
fice towers. It yields 6%. The 10 Dogs of BlackRock Municipal 2030 Target Term Trust / BTT 25.10 7.0 3.0
Goldfarb likes Douglas Emmett the Dow had a
(DEI), which has what the company poor year in Taxable Municipal Bonds
calls an “irreplaceable” office port- 2020, returning Invesco Taxable Municipal Bond / BAB $33.50 9.1% 2.6%
folio concentrated in the affluent a negative 7%.
n-

Nuveen Taxable Municipal Income / NBB 23.87 15.1 4.7


western part of Los Angeles. The
MainStay Mackay U.S. Infrastructure Bond / MGVAX 8.81 6.1 1.5
shares, at about $29, yield 3.9%.
“The people who live and work on
the west side of L.A. aren’t going to
-7% Preferred Stocks
no

iShares Preferred & Income Securities / PFF $38.17 7.0% 4.8%


Texas,” he says. But historically,
Nuveen Preferred & Income Opportunities / JPC 9.34 -3.6 6.8
the 10 Dogs have
Qurate Retail 8% preferred due 2031 / QRTEP 98.21 0.9* 8.1
stacked up well
6. Telecommunications against the over-
Treasuries
The two major U.S. telecom compa- all Dow when
iShares 20+Year Treasury Bond / TLT $157.16 17.7% 1.3%
nies, Verizon and AT&T (T), had a investors rebal-
iShares TIPS Bond / TIP 127.28 10.5 0.2
disappointing year. Verizon shares ance their port-
iShares Short Treasury Bond / SHV 110.52 0.8 Zero
declined 4%, yielding 4.3%. AT&T folio of Dogs at
*Since issuance in 2020 Source: Bloomberg
fell 27%, yielding 7.3%—one of the the end of each
highest dividends in the S&P 500. year.
18 BARRON’S January 4, 2021

Verizon looks to be the stronger of


the two, with a better balance sheet
Another boost came from “rescue”
converts sold early last year by com- “Interest rates Closed-end muni funds yield
more—reflecting leverage—and gener-
and a competitive position in the U.S. panies pressured by the pandemic, ally trade at discounts to their net asset
wireless market. Craig Moffett, an
analyst with MoffettNathanson, up-
including Carnival (CCL), South-
west Airlines (LUV), and Booking
are very low, and value, or NAV. Current discounts in the
mid-single digits are less attractive
graded Verizon to Buy from Neutral
in early December and set a $66 price
Holdings (BKNG).
“We’re calling for 8% to 11% per-
that bodes well than the regular double-digit discounts
that were prevailing before 2020.
target. His view is that Verizon, formance in 2021,” says Michael The BlackRock Municipal 2030
which fetched a recent $58.81, is sim- Youngworth, head of global convert- for REITs.” Target Term Trust (BTT), at around
ply “too cheap,” trading for about 12 ibles strategy at Bank of America. $25, yields 3% and trades at a 6% dis-
times projected 2021 earnings of $5 a The market’s heavy weighting in Alexander Goldfarb, a REIT analyst at Piper Sandler count to NAV. It is set to mature in

.
share, half the market multiple. He growth stocks makes it vulnerable 2030. The lower-grade Nuveen Mu-

ly
sees high revenue per customer in to a pullback in the tech sector. nicipal Credit Opportunities fund
2021 and better roaming revenues Youngworth says that converts 9. Tax-Exempt Municipals (NMCO) trades around $12.75, yields
relative to a Covid-depressed 2020. continue to offer a favorable risk/ The market went from feast to famine 5.8%, and trades at an 8% discount to

on
AT&T has expressed commitment reward equation: “You get more ap- back to feast in 2020. After a strong NAV.
to its dividend, but analysts like Mof- preciation on the upside when stocks start, munis were buffeted in the im-
fett worry about an expensive iPhone rise than you lose on the downside.” mediate aftermath of the pandemic
12 promotion and pressure on its The largest convertible ETF, the and then mounted a strong rally into 10. Taxable Municipals

us ,
large media business. At a recent SPDR Bloomberg Barclays Con- year end, finishing with a return of The formerly obscure market has ex-

l
$28.57, AT&T trades for only nine vertible Securities (CWB), gained about 5%. ploded in size, with issuance totaling

e
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times estimated 2021 earnings. 51% in 2020. It now yields 2.4%. With yields near historic lows, about $170 billion in 2020, double the
Overseas telecommunication com- though, it’s tough to make a strong case amount in 2019.

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panies are even cheaper than their for munis. An index of triple-A-rated State and local governments that
U.S. counterparts. 8. Junk Bonds 10-year munis yields just 0.7%, not far want to refinance older high-rate tax-
Kopernik’s Iben likes KT (KT), one Investors have piled into the junk from the record low of 0.55% in Au- exempt debt before maturity must do
of the largest South Korean telecom market in recent months, buoyed by gust. And that index yields just 75% of so in the taxable muni market because
companies, and China Mobile (CHL), optimism about the economy in 2021. the 10-year Treasury note, near the of federal tax law changes in 2017.

er s
the largest cellphone company in The result is that the ICE BofA lowest point in 20 years and below the That has been the main driver of the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

China. Both stocks have badly lagged High Yield index yields under 5% average of close to 100%. The yield is taxable issuance boom, and it is likely
behind Verizon in the past decade.
m er
and investors need to take consider- less than half of the U.S. inflation rate. to persist in 2021.
Both KT and China Mobile trade at able risk—in bonds with low-grade Lower-grade munis trailed their For investors, the appeal is that
seven times 2021 earnings estimates. triple-C ratings—to get an average top-grade brethren in 2020, but have yields generally exceed those on like-
KT, at $11, yields 4%, while China yield of 8%. rallied in recent months. One winner rated corporate debt. Yields are in the
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Mobile, at $28, yields over 5% and Junk returns in 2021 could top lately has been the financially troubled range of 1.5% to 5%, depending on
has net cash equal to about half of the 5% level of 2020 if the economy Metropolitan Transportation Author- maturity and credit quality.
its market value. recovers and investor demand stays ity, which operates New York City’s “There is a lot of demand, and we
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

In Europe, Deutsche Telekom strong. subways. Its 35-year debt now yields expect that to continue into 2021,” says
(DTEGY), at about $18, yields 3.7% Yet Martin Fridson, chief invest- about 2.75%, down from 5% in May. BlackRock’s Hayes. He notes that the
co o

and owns a large stake in T-Mobile ment officer of Lehmann Livian Top-grade long-term munis yield 1.5%. overwhelming percentage of demand
US (TMUS) that is worth nearly as Fridson Advisors, is cautious. Peter Hayes, the head of the munic- comes from institutional investors,
F

much as its market value. The Ger- “High-yield prices convey a level of ipal group at BlackRock, says a shift in unlike the tax-exempt market.
man telecom has considerable debt. optimism that is very difficult to rec-
oncile with the credit outlook unless
issuance to taxable muni bonds, which
now account for about 30% of the
Taxable Munis There are three closed-end funds
specializing in taxable munis that
you count on continued Fed support new-issue municipal market of about Are Booming yield 4% to 5%, reflecting leverage and
7. Convertibles on a level never witnessed prior to $450 billion annually, should “provide A change in longer maturities. They are Black-
The bond/stock hybrid securities 2020,” Fridson says. “Investors are a tailwind” to the tax-exempt market the tax law has Rock Taxable Municipal Bond
befuddle many, but after their block- pricing high-yield bonds such that the in 2021. driven issuance Trust (BBN), Guggenheim Taxable
buster performance in 2020, convert- market is effectively predicting a 2% The largest muni fund is the $80 of taxable Municipal Bond & Investment
ibles ought to attract greater investor default rate over the next 12 months. billion Vanguard Intermediate- municipal bonds. Grade Debt Trust (GBAB), and Nu-
n-

attention. This compares with 8% over the past Term Tax-Exempt (VWITX), which veen Taxable Municipal Income
Convertibles returned about 45% 12 months, as reported by Moody’s.” yields 2.3%. One alternative to the (NBB). All three trade at premiums to
in 2020, based on the ICE BofA U.S.
Convertible index, making them one
The largest junk ETF is the
iShares iBoxx High Yield Corpo-
Vanguard fund is the Parametric
TABS 5-to-15-Year Laddered Mu-
5% their net asset value.
The one large open-end fund is
no

of the best U.S. asset classes. The gain rate (HYG) at $26 billion, yielding nicipal Bond fund (EALTX), which Yields on taxable MainStay Mackay U.S. Infrastruc-
was powered by a huge gain in the about 5%. The smaller VanEck Vec- follows a similar strategy to Paramet- munis range ture Bond (MGVAX). It yields 1.5%,
share price of Tesla (TSLA), which tors Fallen Angel High Yield Bond ric’s popular separately managed ac- from 1.5% to 5%, reflecting shorter maturities and no
makes up about 10% of the $325 bil- (ANGL) ETF, yielding 4%, generated counts. (Laddering refers to buying depending on leverage. The largest ETF is the $2.2
lion “convert” market. Tesla ac- some of the best performances in the munis of different maturities in the maturity and billion Invesco Taxable Municipal
counted for about 40% of the index’s sector last year and over the past five same portfolio as a way of diversify- quality. These Bond (BAB), which yields about
advance. years. It returned 13% in 2020; large ing.) The Parametric fund, which is yields generally 2.5%.
Growth-oriented technology com- holdings include Carnival and Kraft owned by Eaton Vance, has topped the exceed those
panies are well represented in the Heinz (KHC). Vanguard intermediate fund over the on like-rated 11. Preferred Stock
convert market, helping performance. past five years. It yields 1.6%. corporate debt. The preferred market, which has
January 4, 2021 BARRON’S 19

“Investors are pricing


high-yield bonds such that
the market is effectively
predicting a 2% default rate
over the next 12 months.”

.
ly
Martin Fridson, chief investment officer
of Lehmann Livian Fridson Advisors
G U I D E T O W E A LT H

on
Don’t
been booming, presents difficult deci- Closed-end funds focused on pre-
sions for investors weighing risk and ferred yield more, reflecting leverage.
return. The Nuveen Preferred & Income

us ,
Nearly all of the $350 billion sec- Opportunities fund (JPC) trades

l
tor, which is dominated by bank issu- about $9, yields 6.8%, and trades at

e
al a
ers, trades at a premium to face a 3% discount to its NAV.
value.

Panic.
ci on
Currently, preferred securities
have little upside and considerable 12. Treasuries
downside if rates rise. Most are per- Government bonds lived up to their
petual securities, meaning that they billing as a stock market hedge in
have no maturity dates. 2020. Rates plunged as stocks col-

er s
Preferred securities issued at $25 lapsed in March, and the Treasury
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

a share now often trade in a range of market finished 2020 with yields not
$26 to $28. Yields are generally 3%,
m er
much above the pandemic panic lows
calculated more or less to the early and down half a percentage point or
redemption, or call, price of $25 oc- more for the year.
curring in the next few years. Some The 10-year Treasury note yields
m rp
even have negative yields. Preferred 0.95%; the 30-year Treasury bond, Find an advisor with the
securities can normally be redeemed 1.7%; and short-term Treasury bills
by the issuer at face value five years yield near zero, reflecting the desire experience and sophisticaton to
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

after the offering date. of the Federal Reserve to hold short


New issues are coming to market rates around zero for the next few lead you through any crisis.
co o

with yields of about 4%, down from years.


5% in the spring. Bank of America Barring unexpected weakness in
F

sold $1.1 billion of 4.375% preferred the economy, Treasury returns in


in October (BAC Pr O), and it now 2021 are likely to be low and could
trades at $26 for a yield to call of easily be negative if inflation is resur- Visit the Guide to Wealth at
3.2%. gent. The 10-year Treasury could fall
Public Storage, a self-storage 8% in price if rates rise by a percent- barrons.com/guide
REIT and sizable preferred issuer, age point.
sold $175 million of 3.90% preferred Some investors may still want to
(PSA Pr O) in November. It trades hold Treasuries as an equity hedge—
around $25.50. the equivalent of a put option with
n-

One high-yielding preferred that some yield. Long-term Treasuries


still looks appealing is Qurate Re- roughly matched the S&P 500 in
tail’s (QRTEP) 8% issue due in 2031 2020. The iShares 20+Year Trea-
that trades around 98, just below its sury Bond ETF (TLT) returned
no

face value of 100. 18%.


NEW + IMPROVED!
Qurate owns the QVC home- The iShares TIPS Bond
New interface.
shopping channel and is controlled exchange-traded fund (TIP) holds
More insights.
by media magnate John Malone, who Treasury inflation-protected securi-
holds about $85 million worth of the ties and could do better than regular
New finder tool.
Qurate preferred. Treasuries if interest rates rise.
The largest ETF, the iShares Pre- The iShares Short Treasury
ferred & Income Securities (PFF), (SHV) holds Treasury bills and
trades around $38 after a 7% total yields around zero. It offers an alter-
return in 2020, and yields 4.8%. native to money-market funds. B
©2020 Dow Jones & Company. All Rights Reserved. 2E211
20 BARRON’S January 4, 2021

.
ly
on
us ,
l
e
al a
ci on
er s
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

m er
m rp
B A R R O N ’ S I N S I G H T S – O N T E L E V I S I O N.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Every week on Barron’s Roundtable our editors and writers


co o

help you anticipate market shifts, take informed risks, and


F

make smarter investment decisions.

HOST: JACK OTTER


n-

Fox Business
no

Fridays at 10 PM ET
SPONSORED BY

© 2020 Barron’s Group & Dow Jones & Company, Inc. All rights reserved. 4E5140
January 4, 2021 BARRON’S 21

FUND PROFILE Talking With Brooks Taylor and Kevin Schmitz


Portfolio Managers, MFS Mid Cap Value Fund

Finding the

.
ly
Market’s

on
Sweet Spot

us ,
l
e
al a
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By SARAH MAX

B
efore they were co-managers, Brooks Taylor

er s
and Kevin Schmitz teamed up playing doubles
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tennis in Boston with other MFS Investment


m er
Management employees. “We didn’t have the
best skills, but we usually did all right,” says
Taylor. “We knew how to play well together.”
They now favor long hikes over tennis, but
m rp
their complementary strengths make them a powerful
duo at the $11.7 billion MFS Mid Cap Value fund (ticker:
MVCAX), which they have co-managed since 2008. Over
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

the past decade, the fund has returned more than 10% a
year on average, better than 79% of its mid-cap value
co o

peers. It charges annual fees of 1.07% on its retail shares.


While many value managers hoard cash during bull
F

markets and look for opportunities to buy beaten-down


stocks, Taylor and Schmitz prefer to stay fully invested.
They lean heavily on the firm’s 25-plus equity analysts
to offer their best ideas in their respective sectors.
Roughly two-thirds of the 150-stock portfolio is in
high-quality companies that offer the best balance of
risk and reward relative to their sector peers on a three-
to five-year time horizon. This bucket includes names
like tool maker Stanley Black & Decker (SWK),
n-

power-management company Eaton (ETN), and global


insurance brokerage Arthur J. Gallagher & Co. (AJG).
The remaining third goes to opportunistic investments
with low market expectations or where a turnaround is
no

in the works. For example, last June the fund participated


in an equity offering for PG&E (PCG) at about 9.5 times
forward consensus earnings—about half the valuation
of other utilities—as part of its restructuring following
devastating wildfires in Northern California caused by
its equipment. As an additional plus, Patricia Poppe, the
CEO of Michigan utility CMS Energy (CMS)—another
fund holding—is taking over as PG&E’s CEO. “We love
change stories,” says Schmitz.
Kevin Schmitz, left, and Brooks Taylor

Photograph by TONY LUONG


22 BARRON’S January 4, 2021

F UN DS
The co-managers took very different ners (top) and losers (bottom).
paths to arrive at MFS. Taylor, 51, grew The bottom left quadrant, populated
up in Eastchester, N.Y., where his mother by Covid-19 and secular losers, is an area
was a teacher, and his father, Fred Taylor, where they are very selective. “Those are
the chief investment officer of U.S. Trust. industries that have had a difficult time
The younger Taylor studied economics at going into Covid, and it has gotten worse,”
Yale University and worked in investment says Schmitz. “This is where a lot of value
banking before going to business school at
the University of Pennsylvania. He joined
MFS in 1996.
traps live.” The same goes for the bottom
right quadrant, which is composed of
companies that are Covid-19 winners but
ESG, Active, Niche ETFs
Schmitz, 47, grew up in Detroit, where secular losers. “This is where you don’t
Will Keep Growing in 2021

.
his mother was a nurse and his father want to overstay your welcome,” he adds.

ly
worked at General Motors, and investing The upper right quadrant of Covid-19
wasn’t part of the family lexicon. A sixth- and secular winners is more attractive,
grade teacher sparked his passion in invest- provided that valuations are still reason-

on
ing with lessons in reading the business able. One holding that checks both boxes
pages of the newspaper and a mock stock- is Grand Canyon Education (LOPE), a By Evie Liu ernance, or ESG, impact of companies, also
picking contest. Schmitz didn’t win, but his for-profit accredited university with a saw a significant pickup in 2020. The pan-

A
interest in investing stuck. physical campus in Phoenix and a large mid everything else, a new mar- demic, widening economic inequality, and

us ,
“I idolized Peter Lynch, and all my and growing virtual student body. “Online ket cliché emerged in 2020: that incessant natural disasters have all made

l
friends idolized Isiah Thomas and Michael education is their bread and butter, and the pandemic and other social investors more aware of the risks of corpo-

e
al a
Jordan,” says Schmitz, who got to meet his they were doing this successfully before movements accelerated trends rate indifference to ESG issues. Most im-
idol after he was recruited by Fidelity as the pandemic,” says Schmitz. The fund that were already in motion—such as tele- portantly, sustainable funds have shown

ci on
an undergraduate at the University of first invested in late 2019 when the stock health, remote working, and online shop- that ESG values and investment returns
Michigan. He joined MFS in 2002. was trading around 13 times 2020 con- ping. That, of course, applies to investment don’t move in opposite ways. According to
Whereas Schmitz is very detail- sensus earnings, and it has since added to choices, as well. Fund companies and in- Morningstar data, about 65% of domestic
oriented—“He’ll listen to every single con- the position. While the company has seen vestors have been redirecting their money large-cap stock ESG funds beat the S&P
ference call of every company we own,” its enrollments increase because of the to capitalize on these trends. 500 index in 2020, including all 10 of the

er s
says his co-manager—Taylor tends to think pandemic, its affordable price tag makes Thematic funds have seen explosive largest ones.
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more big-picture. He can always be counted it a secular winner, as well. growth in the past year. These niche funds In 2020, ESG funds are expected to more
on to ask “that question that no one really
m er
The final quadrant of Covid-19 losers typically focus on disruptive technologies than double the $21.4 billion in inflows re-
wants to ask but everyone has on their and secular winners offers the most po- such as cloud computing and robotics, or ceived the prior year. Index-tracking ESG
minds,” says Schmitz. tential for stock-picking now, the manag- long-term social trends like e-commerce and funds have grown particularly quickly;
Covid-19 has raised many tough ques- ers say. One such company is Wyndham clean energy. Many generated impressive many look more like broad-market index
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tions, not just about the fate of individual Hotels & Resorts (WH), which they returns in 2020 as the Covid-19 pandemic funds than their active counterparts, mak-
companies but also entire sectors. To pro- bought in 2019. The stock traded at a sig- accelerated trends in consumer behavior ing them an easier transition for investors.
vide some clarity, the managers created a nificant discount to other hotel chains, in and boosted the stocks of certain compa- The largest ESG ETF, the iShares ESG
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

two-by-two matrix in which the horizontal part because it didn’t have the same share nies. Assets in thematic exchange-traded Aware MSCI USA (ESGU), saw assets
axis is Covid-19 winners (right) and losers of business travel. That may work in its funds doubled in the first three quarters of increase eightfold last year, to more than $13
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(left), and the vertical axis is secular win- favor when demand returns. “It’s really 2020, to $59 billion from $28 billion, and billion from $1.5 billion at the end of 2019.
well positioned for family travel,” says more than half of that increase came from Investors are still interested in active
F

Taylor, adding that because most of its inflows, according to data from Global X. management, though, and that is seeping
MFS Mid Cap Value properties are franchised, the company There are two reasons for caution with into the passive-dominated ETF world.
Total Return has the advantage of being asset-light. these niche products. For starters, many Active ETFs will likely be the next growth
1-Yr 5-Yr 10-Yr Shoemaker Skechers USA (SKX) also thematic ETFs invest in stocks that have frontier of the money-management indus-
MVCAX 3.2% 9.1% 10.2% fits the category of Covid-19 loser and secu- run up quite a bit and now have extremely try. The Securities and Exchange Commis-
Mid-Cap Value Category 2.3 8.4 9.1 lar winner. The stock tanked in the early high valuations—making them susceptible sion changed its rules at the end of 2019 to
days of the pandemic—people stopped to pullbacks. The ARK Genomic Revolu- allow some ETFs to not disclose holdings
Top 10 Holdings buying shoes, much less wearing them— tion ETF (ticker: ARKG), for instance, rose every day. This has cleared a big hurdle for
Company / Ticker % of Assets
but the company’s “squeaky clean” balance 215% last year as of Dec. 22, and has fallen many active managers, who feared that the
n-

Stanley Black & Decker / SWK 1.3% sheet and 20% net cash per share gave the more than 10% in the most recent week. typical transparency of ETFs would allow
Eastman Chemical / EMN 1.3 managers the confidence to add to their Also: Because the themes are, by defini- others to copy their trades.
Eaton / ETN 1.2 position, which they initiated in 2019. tion, fairly narrow, ETF providers must go Mutual fund firms like T. Rowe Price,
The two dominant players, Nike (NKE) to greater lengths to make their products Fidelity, American Century, and Dimen-
no

Zebra Technologies / ZBRA 1.2


and Adidas (ADS.Germany), spend heav- unique—by including different stocks or sional Fund Advisors have all rolled out
PG&E / PCG 1.2
ily on marketing. Skechers has become the weighting the stocks differently. So funds active ETFs since the rule change. ETF
L3Harris Technologies / LHX 1.1
No. 3 athletic shoemaker in the world by with the same theme (and similar names) giants Vanguard, BlackRock, and Invesco
Arthur J. Gallagher / AJG 1.1 focusing on a lower price point—while often have very different holdings. The have followed. Smaller money managers
Zimmer Biomet Holdings / ZBH 1.1 indirectly benefiting from its larger com- Global X Lithium & Battery Tech (LIT) that previously only ran separately man-
Public Service Enterprise petitors’ global campaigns promoting and Amplify Lithium & Battery Tech aged accounts are now offering their strat-
1.1
Group / PEG athletic wear. Skechers stock has yet to (BATT), for example, only have 50% over- egies in ETFs. Nearly half of all new ETFs
Toll Brothers / TOL 1.0 recover to its pre-Covid-19 highs, but the lap in their portfolios. The former beat the launched last year, about 120, were active.
managers think that it could benefit from a latter by 77 percentage points in 2020. Active ETFs still make up just $173 billion
Total 11.6%
Note: Holdings as of Nov. 30. Returns through Dec. 28;
trifecta of expanding valuations, improving Sustainable funds, which take into ac- of the $5 trillion industry, but expect to see
five- and 10-year returns are annualized. margins, and secular growth. B count the environmental, social, and gov- substantial growth next year. B
Sources: Sources: Morngingstar; MFS
January 4, 2021 BARRON’S 23

T E C H T R ADER
Shares of Intel fell 17% in 2020, despite increased
demand for computing power. The PHLX
Semiconductor index soared 51% on the year.

Intel Investors Get


at least a year ahead of Intel on key I asked Swan about the board’s
chip-making technology. makeup in a November interview: “I
Intel responded to Loeb’s letter couldn’t feel better about the diverse
with a statement saying that it wel- makeup of the representation of our

.
New Hope From
comed input from investors on how to board,” he told me, “so we get different

ly
enhance shareholder value, and that thinking around the table to be able to
“we look forward to engaging with assess the opportunities and the chal-
Third Point LLC on their ideas toward lenges that we have to confront.”

on
An Activist’s Scolding
that goal.” Loeb’s letter was vague in terms of
Third Point declined to comment next steps, but the activist noted the
beyond its letter, but the firm was possibility of submitting board nomi-
clear on where it sees the problem: nees at Intel’s next annual meeting.

us ,
“Of special concern is Intel’s human Ultimately, Loeb’s interest aligns

l
capital management problem and the with the argument we made in our

e
al a
absence of an articulated plan to ad- November story: Intel remains a chip-

A
fter a tough year, In- well. Several years of delays have dress it,” Loeb wrote. making heavyweight with consider-

ci on
tel executives re- undermined that claim. In June, high-ranking chip designer able underlying value.
ceived one last 2020 “The loss of manufacturing leader- Jim Keller left Intel citing personal While much of Wall Street would
surprise. It came in ship and other missteps have allowed reasons. The next month, Intel de- like to see Intel focus exclusively on
the form of a sharply several semiconductor competitors to layed its next-generation chip until chip design, it doesn’t have to become a
worded letter this leverage TSMC’s and Samsung’s pro- late 2022 and announced a shake-up fully fabless chip operation like AMD.

er s
past week from activ- cess technology prowess and gain in its engineering team, including the The company already has shown flexi-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

ist investor Daniel Loeb. significant market share at Intel’s ex- departure of chief engineer Venkata bility when it comes to outsourcing. In
Loeb, CEO of hedge fund Third
m er pense,” Loeb wrote. Renduchintala. CEO Bob Swan reor- late 2019, an Intel executive said that
Point, laid out the need for change at By Max A. As Barron’s observed in Novem- ganized the rest of the company’s “something like 20% to 25% of the wa-
the once pioneering chip maker. And Cherney ber, Intel’s troubles can be tied to a technology group to report to him. fer volume that we source comes from
he encapsulated the question many on decision some 15 years ago, when it Swan wasn’t the typical Intel CEO outside of the company.”
m rp
Wall Street and in Silicon Valley have opted not to make processors for when he was promoted to the top role More flexibility would help. “Intel
been asking for more than a year now: Apple’s (AAPL) iPhone. While the in January 2019. He comes from a could materially leverage TSMC (say
How did once-dominant Intel (ticker: mobile market was small at the time, financial background, having served for 25% to 50% of their needs) in or-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

INTC) so clearly lose its way? it has proven to be a massive volume as eBay’s chief financial officer and as der to restore the competitiveness of
“We cannot fathom how the boards play for Taiwan Semi and Samsung, a partner at investment firm General their chips,” New Street Research ana-
co o

who presided over Intel’s decline giving them increased scale and Atlantic. lyst Pierre Ferragu wrote this past
could have permitted management to practice at making advanced, energy- The lack of technical expertise is week. “This would also create compe-
F

fritter away the company’s leading efficient chips. even more apparent on Intel’s board of tition for internal manufacturing,
market position,” Loeb wrote to Intel A desire to boost energy efficiency directors, which lacks members with which can only do good and help re-
Chairman Omar Ishrak. “Stakehold- is a major reason Apple decided to chip-making experience. Ishrak, who pair Intel’s broken operations.”
ers will no longer tolerate such appar- design its own Mac chips, which be- joined the board in 2017 and became While it’s been a difficult year for
ent abdications of duty.” gan rolling out to new models in No- chairman in early 2020, is a longtime Intel, the good news is that it won’t
Intel shares rose 5% on news of vember. These days, consumers are as medical-technology executive. It’s take much for executives to give share-
Loeb’s letter and a Reuters report that focused on long battery life as they are worth wondering how a more chip- holders hope in 2021—just a willing-
Third Point had a $1 billion stake in on raw performance, and Intel hasn’t focused board might have guided the ness to put vanity aside and ask for
the company. The stock was still down been able to keep up. Taiwan Semi is company in recent years. some help. B
n-

17% in 2020, versus a 51% gain for the


PHLX Semiconductor index.
For years, the investing case
around Intel has been that its true
Photograph by David Paul Morris/Bloomberg

no

value lies in a fully-integrated ap-


proach to chip making—it designs and
“We cannot fathom how the boards who
manufactures chips, while rivals Ad-
vanced Micro Devices (AMD) and
presided over Intel’s decline could have
Nvidia (NVDA) rely on third-party
manufacturers such as Taiwan Semi-
permitted management to fritter away the
conductor Manufacturing (TSM)
and Samsung Electronics
company’s leading market position,” Third
(005930.Korea).
But that case assumed Intel could
Point CEO Dan Loeb wrote this past week.
do design and manufacturing equally
24 BARRON’S January 4, 2021 January 4, 2021 BARRON’S 25

Q& A An Interview With Liz Ann Sonders Sonders also serves as the firm’s Day trading played a big role in 2020, as “I think we have massive inflation: It’s just been While many investors may be feeling
economist--and the dual role, she says, people bored by Covid-19 lockdowns good about big gains, they shouldn’t
Chief Investment Strategist, Charles Schwab helps her connect all the dots. found an outlet in apps like Robinhood. in asset prices, not in the real economy.” forget to rebalance and diversify.

Taking the
Barron’s: Last year was atypical for always different this time. It’s always and that sets things in motion. It’s globalization, population growth, and
so many reasons. How do you different next time. The key to being a almost like the retail investor and the labor-market power—are reversing.
make sense of 2020? successful investor is not figuring out institution change places between cart And in the near term, with the vac-
Liz Ann Sonders: It’s this monster what’s going to be different, but under- and horse: The retail investor became cine, we could see a surge in economic

.
mashup of so many other periods and standing that we need to be flexible. the horse and was sort of pulling insti- activity and demand from parts of the

ly
Measure of
crises. The severity of the downturn tutional investors. What we don’t economy that haven’t yet been
in the economy is akin to what hap- Is there a disconnect between the know is whether this new cohort will brought back online or aren’t at full
pened in the Great Depression, albeit economy and the market? represent the typical individual-inves- capacity.

on
hopefully much more short-lived. If you simply look at what the market tor sentiment extremes, and panic sell.
The speed with which the market has done this year and what, say, GDP Is inflation a problem?
crashed was reminiscent of 1987. It [gross domestic product] has done Should we be worried about this? I don’t think we’re going to have 1970s

A New Year
also makes me think quite a bit about this year, yeah, it’s extraordinarily We don’t know; they really just came and early 1980s-style runaway infla-

us ,
Sept. 11 because of the human toll, disconnected. However, the reality is into the market in earnest in March, tion. We could get certain measures of

l
and the financial crisis because of the a bit more reflective of the economy. consistent with the bottom of the mar- inflation up above 2% pretty easily.

e
al a
effort that the monetary authorities You can see this in divergence be- ket. There hasn’t been much pullback, There’s going to be supply/demand
have taken. tween the Big Five stocks [Apple other than brief and fairly shallow imbalances when the economy opens

ci on
We’ve also effectively watched a full (AAPL), Amazon.com (AMZN), Mi- corrections. So, do they represent the up more fully, but those types of price
market cycle and a full economic cycle crosoft (MSFT), Facebook (FB), and same kind of contrarian indicator that increases aren’t really the kind of in-
By SARAH MAX happen in a more condensed period of Alphabet (GOOGL)] and the rest of we typically think of as of the smaller flation that people are talking about

L
time than anything we have seen in the market: The market peaked on investor, when they get two extremes when they think of inflation in a more
iz Ann Sonders doesn’t fit the usual mold of the past. And that’s one of the most Sept. 2, at which point the Big Five of sentiment? I really don’t know. systemic way. The bottom line is the

er s
chief investment strategist for a number of unique things about this market. If were up 65%. The other 495 were Fed would like inflation to go higher
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

reasons, perhaps the biggest one being that you would have laid this scenario out only up 3%. Should investors be gearing up for than it has been, and we don’t know at

m er
her outlooks and commentary aren’t written and said we’d have a bear market that Because the Big Five represented inflation? what level the market might get un-
for professional investors focused on price started on Feb. 19 and ended on 25% of the index, it lifted the overall We got that question for years after comfortable and worry that the Fed is
targets and short-term “alpha generators.” March 23, and that we’d be back at index. But the other 495 stocks were the initiation of quantitative easing behind the curve.
Sonders has, for the past 20 years, geared her new all-time highs by early Septem- barely up—36% of S&P 500 constitu- during the financial crisis. Yes, the

m rp
analysis specifically toward individual investors at ber, nobody would have believed you. ents were still in bear-market territory, Fed was pumping massive amounts of What’s your advice for investors as
Charles Schwab (ticker: SCHW). It’s head-spinning. But there’s a lot meaning down at least 20% from their liquidity into the financial system, but we head into 2021?
It was a bit of a lucky break. After studying econom- that we can be proud of, too, in terms 52-week highs. That is reflective of part of the reason it didn’t cause infla- Diversification is key because these
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ics and political science at the University of Delaware, of the resilience and human ingenuity what was going on in the economy, tion was that money stayed in the rotational shifts we are now seeing are
she went to work as a portfolio assistant at a firm run by with the vaccine. where we had a small subset of win- financial system. It didn’t come out happening so quickly. Diversification

co o
the late Marty Zweig—the prominent investor who ners and a tremendous amount of pain. through the lending channels and needs to happen not just across sec-
coined “don’t fight the Fed.” In 1999, with an M.B.A. in Are you optimistic? work its way through the economy. tors, but also across market cap, geog-

F
hand, Sonders took a new job at U.S. Trust and quickly There’s a push and pull. The vaccine Where are we now? This time, a double-barreled mone- raphies, asset classes, and within as-
realized that she didn’t particularly like bottom-up has pulled forward the economic re- The market’s [rally has] broadened tary and fiscal stimulus has caused a set classes. My counterpart in
stock-picking, and especially didn’t like being beholden covery, and that’s reflected in the mar- into other areas, such as value, small- surge in money supply to almost 25% international, Jeff Klein, has a view
to a single investing strategy—in this case, large-cap ket, but we are dealing with the virus cap, and into more cyclical areas, in- year over year. So people ask, why that we’re seeing a setup for more
growth stocks during that infamously frothy period. pushing down economic growth in the cluding Covid laggards [for example, haven’t we gotten inflation? international outperformance relative
Sonders found her escape hatch when Schwab ac- near term. airlines and energy]. The more recent I think we have massive inflation: to the U.S.
quired U.S. Trust in 2000 and her new bosses asked if I’ve been focusing on a K-shape stage has been very much about lag- It’s just been in asset prices, not in the
she’d be interested in charting new territory as the recovery. The most remarkable thing gards. Now, whether it’s occurring real economy. That is partly due to the Any strategies for a rapidly chang-
firm’s first chief investment strategist. “I quickly that’s come out of this crisis is the with too much force and prematurely, fact that a lot of the money has stayed ing market?
learned that what was most important to the individ-
ual-investor client base at Schwab was quite different
from what institutions were looking for from strate-
gists,” she says.
n- unbelievable gap between the haves
and the have-nots, the winners and
the losers, and it’s across the spectrum
of economic data, stock market behav-
The Great
we’ll have to see. We need to see con-
sistently better economic data to jus-
tify a continuation of this rotation into
the laggards.
in the financial system. And—unique
to this crisis—was that during this
time in which all this money was be-
ing pumped into the financial system
Just as important as diversifying is
rebalancing more strategically. One of
the things we’ve been suggesting, par-
ticularly in this Covid era, is what we
no
In another departure from other strategists, Sonders ior, demographics, age, health, in-
Divide and into the hands of consumers, the call volatility-based rebalancing. In-
also serves as the firm’s economist. “You have to connect come. Some of this will narrow over In September, How much of this is driven by economy was basically shut down. stead of rebalancing quarterly or an-
those dots, and I’d rather connect them when they have time, but we are seeing some trends the Big Five tech what you’ve called a “new breed of That’s why the savings rates shot up nually, let your portfolio be your
both been formulated in my own head,” she says. getting cemented as longer-term secu- stocks were up day trader”? to 33%. But that money has to find a guide. If you set limits on your alloca-
How does she connect those dots? “I’m a chronic in- lar shifts in how we work, where we It’s been a big force, and in some ways place to go. So it found its way into tions so you trim back on areas that
somniac, so I’m always up reading,” she says. We asked
Sonders for her take on the current environment and
work, the nature of how our economy
works, and the speed at which we 65% it’s been a positive in terms of driving
those initial gains, especially with the
asset prices.
Now, we might be sowing the seeds
have outperformed and add to areas
that underperform, you can catch the
what 2021 might bring. An edited version of the conver- create and destroy. while the other surge in individuals buying call op- of some inflation, both near term and wave of upside when those rotations
sation follows. You often hear that the most danger- 495 stocks in the tions. When that happens, the market longer term, because some of the happen.
ous thing you can say is “it’s different S&P 500 index makers have to buy the underlying forces that have pushed inflation
Photograph by MARY BETH KOETH this time.” I completely disagree. It’s were up only 3%. stock to hedge their own positions, down over the past three decades— Thank you, Liz Ann. B
26 BARRON’S January 4, 2021

THE EC ONOMY
Attom Data research shows that 55% of housing
markets are currently less affordable than their
historical averages, up from 43% a year ago.

Home Prices Look Set


As prices have risen, buying a home among the lowest-priced homes, with
has become less affordable. In the cur- the supply of those priced below
rent quarter, 55% of housing markets $100,000 falling 38.5% compared
examined by property data company with the same month in 2019, accord-

To Rally On in 2021.

.
Attom Data Solutions were less afford- ing to NAR. The supply of those priced

ly
able than their historical averages, from $100,000 to $250,000 fell 27.5%
up from 43% a year ago, while home annually, while those priced between
prices appreciated faster than wages $250,000 and $500,000 fell 16.3%.

How High Is Too High?

on
in 90% of the markets analyzed. The benefit of ultralow interest rates
While current homeowners may has also slimmed in recent months
benefit from rising home values, “home amid swiftly rising home prices, econo-
seekers are having a harder time afford- mists have said. When the average 30-

us ,
ing the typical home, which puts a year fixed mortgage rate fell to 2.71% in

l
cloud over the future of the housing early December, Freddie Mac chief

e
al a
market,” wrote Todd Teta, Attom’s chief economist Sam Khater said the benefit
he latest release of By Shaina Mishkin are receiving jobless benefits, but the product officer, in an email to Barron’s. of the then-historically low rate was

ci on
the Case-Shiller groundwork for price appreciation “If affordability worsens much more, it overshadowed by price appreciation.
home-price index was laid long before Covid-19. For the could lead to significantly fewer home “Unfortunately, the record low supply
confirmed what past several years, a low supply of seekers qualifying for loans.” combined with strong demand means
other recent data entry-level homes combined with rela- Economists have warned in recent home prices are rapidly escalating and
and anecdotes have tively low mortgage rates helped drive months about a growing number of eroding the benefits of the low mort-

er s
suggested: Home prices higher, threatening affordabil- hurdles to homeownership that could gage rate environment,” he wrote in a
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

prices, undeterred by the pandemic ity for prospective first-time buyers. contribute to a less equal pandemic Dec. 3 release.
and recession, have risen to new highs
m er Covid-19 added fuel to the fire. As recovery. Rising home prices could As prices continue to climb, sticker
remarkably quickly. initial restrictions meant to slow the threaten potential buyers’ ability to shock could become a bigger concern
Home prices rose 8.4% year over spread of the virus loosened and mone- save for a down payment, NAR’s Yun for potential home buyers, Ivy Zelman,
year in October, according to the S&P tary policy helped drive already-low said in November. That’s a particular CEO of housing research firm Zelman
m rp
CoreLogic Case-Shiller Home Price rates lower, buyers re-entered the mar- concern for first-time buyers, “who & Associates, previously told Barron’s.
Index, notching the fastest annual ket in greater force than the year prior, don’t have the luxury of using housing “If we continue to see that upward
growth since the housing market be- some probably prompted by the in- equity from a sale,” he noted. pressure [on home prices] because
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

gan to recover in 2014 from the crash creased flexibility of remote work or A dearth of entry-level homes on the inventories are so tight, you’ll start to
that sparked the financial crisis. The plans to move accelerated by the virus. market is another barrier for first-time see pushback by consumers,” she said.
co o

home-price index is now nearly 25% Meanwhile, the inventory of homes for buyers. While inventory of existing So far, rising home prices appear
higher than its previous peak in 2006. sale shrank, reaching a record low by homes fell across most price points in to have had minimal impact on home
F

Home-price appreciation is ordi- the end of November, according to NAR. November, supply fell most sharply sales and contract signings, which, de-
narily considered a positive, boosting spite recent month-over-month de-
household wealth and contributing clines, remain higher than the same
to the greater economy, but today it Moving on Up time last year. And experts say rising
comes as the Covid-19 pandemic has Home prices have been on the rise through 2020, with the median monthly cost of owning a home near prices are unlikely to lead to a sudden
put millions out of work. While home multiyear highs despite the pandemic-driven recession and elevated unemployment. letup in buyer demand. “It’s not a mar-
sales in recent months have soared ket that’s [so] stratospheric it’s going to
U.S. median monthly home payment*
above last year’s levels, housing mar- come crashing back down to earth,”
ket economists have been sounding $1500 Mark Zandi, chief economist at Moody’s
n-

the alarm about the potential impact Analytics, told Barron’s recently.
of rising prices and a historically tight But affordability could become a
inventory of homes for sale. bigger problem for first-time buyers
1250
“Housing affordability, which had or those hit by the pandemic in 2021
no

greatly benefited from falling mortgage if supply remains tight and questions
rates, is now being challenged due to surrounding the recovery fail to be
record-high home prices,” wrote Law- resolved in home buyers’ favor.
1000
rence Yun, chief economist of the Na- And if home affordability continues
tional Association of Realtors, or NAR, to worsen, “buyers will be priced out
in the organization’s latest report on of the market, which could drop de-
existing-home sales. “That could place 750 mand and halt the price rise,” says
strain on some potential consumers, Attom’s Teta. That, in turn, “could pull
particularly first-time buyers.” 2005 2010 2015 2020 a major piece out from the foundation
It might seem counterintuitive for *Monthly payments at the median home price and interest rate for each quarter of the housing market during very
prices to rise so quickly, as millions Source: Attom Data fourth-quarter 2020 U.S. Home Affordability Report uncertain times.” B
January 4, 2021 BARRON’S 27

MAILBAG
Send letters to Mail@Barrons.com. To be considered for The Readback, a podcast taking you
publication, correspondence must bear the writer’s name, inside the latest stories, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.

I’m not sure that the companies of cal with that of the federal govern- people, businesses, and municipali-
the would-be attendees feel the same ment’s capital reserves. He wants ties at all levels.
way. At the personal-traveler level, I higher bank capital assets and re- However, we seldom read or hear
don’t hear anyone talking about how serves (which I agree with) but gives about municipalities that can reduce

.
eager they are to get back into the a pass to the national debt at about spending without always beginning

ly
business-travel fray. It wasn’t a par- $28 trillion. All are fine until you with employee layoffs (“Municipal
ticularly pleasant lifestyle before the have growing unemployment, lower Budget Crunch Pressures Payrolls.
pandemic, so I think there will be tax revenues, a pandemic, a strug- And Direct Federal Stimulus Isn’t

on
some permanent shifts that aren’t gling economy, and mass lockdowns. Forthcoming,” The Economy, Dec.
being anticipated, as people have The Federal Reserve cannot print 24).
learned that all of the travel just an unlimited amount of fictitious People as well as businesses have
wasn’t necessary. Sorry, travel bulls. dollars or massively borrow beyond a had to cut spending and usually look

us ,
Thomas Steele certain point. at cutting nonessentials first. In good

l
On Barrons.com How can a renewal of the Commu- times, spending for all entities tends

e
al a
nity Reinvestment Act be of lasting to grow and perhaps grow beyond
benefit? The 1977 legislation laid the what’s really needed.
The Fed’s

ci on
seeds for the crash of 2008, specifi- As my granddaughter reminds
cally by requiring that easier credit me: Is it a want or a need? I think
Dual Mandate and mortgages be made available for municipalities should look at spend-
minorities, the underemployed, and ing over the past five to 10 years and
To the Editor: the poor in order to encourage home sort out needs versus wants.

er s
I understand that the Federal Re- or business purchase and ownership, Not every cut has to start with
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

serve has a dual mandate to maxi- regardless of the ability to repay the employees, but excess facilities, ser-
m er mize employment and keep prices loans or location of the property. vices, and administrative streamlin-

Travel and stable, but Neel Kashkari’s idea that


the Fed has not been responsible for
low interest rates these past 16
B.J. Khalifah
Grosse Pointe Park, Mich.
ing should be on the table for start-
ers. That’s what the private sector
has to do, so why not the public
m rp
months strains credulity (“It Would To the Editor: sector?

Leisure Set Be Ruinous to Raise Rates Now to a


‘Normal’ Level, Minneapolis Fed
Barron’s stated that “Minnesota has
some of the largest social disparities
Tom Timmermann
Dallas
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Chief Says,” Interview, Dec. 24). in the country.” This is to be expected

To Rebound?
The Fed tried to shrink its balance when you consider that Minnesota CORRECTIONS & AMPLIFICATIONS
co o

sheet a little in 2019 until mid-Sep- has the highest number of refugees Alibaba Group Holding’s U.S.-listed
tember, when a Fed auction went per capita of any state, almost all of shares fell 13.3%, or $34.18, to $222
F

splat and short-term rates shot up to them from impoverished countries. on Dec. 24. The article “China Tells
nearly 10% when nobody showed up The importation of poverty is not a Alibaba It Means Business. What
To the Editor: to bid for Treasuries. The Fed problem that the Federal Reserve is That Means for the Stock” incor-
The nexus of all the beneficiaries will be oil companies promptly reversed course and equipped to handle. rectly said that the shares fell to
(“The New Shape of Travel: How to Play It,” Cover printed hundreds of billions in new J.P. Newell $34.18.
Story, Dec. 24). If airline travel returns to pre-Covid money to suppress Treasury rates Washington, D.C.
levels, the airlines will return to their pre-Covid levels over the next six months. Then, the Jeremy’s Grantham’s investment
of buying fuel. Cruise lines don’t run on electricity. Covid-19 emergency forced the Fed to in QuantumScape was a personal
The big question is, will businesses give up Zoom expand its balance sheet still further: Wants vs. Needs one. Last week’s Preview article
n-

meetings? Office buildings and the lack of commuters Trillions were printed to buy up all of incorrectly said that Grantham
and wear-and-tear on cars might be negatives, but kids the government borrowings. To the Editor: made the investment through his
going back to school and coming home and finding I realize that we still have a slack The pandemic has no doubt affected foundation.
Daddy unshaved and still in his slippers eating all the labor market and prices (if not
no

Snickers in the house might get things back on track. FAANG stock quotes) are flat. How-
Terrence Milan ever, the idea that rates would not be
On Barrons.com higher if there had not been all this
Photograph by Andrew B. Myers

To the Editor:
money printing—both before and
after the lockdowns—is not credible.
“I don’t hear anyone talking about
Steve Reynolds, CEO of Tripbam Analytics, is quoted
as saying, “Everyone’s just itchy to get back to a confer-
ence or to a trade show,” I’m going to need to see some
Dan Munson
St. Paul, Minn. how eager they are to get back into
data to support this very sweeping assertion. The com-
panies that depend on trade shows for sales and reve-
To the Editor:
Kashkari’s ethereal doublespeak the business-travel fray.”
nue certainly would like to see conferences resume, but comments about banks are antitheti- Thomas Steele, on Barrons.com
28 BARRON’S January 4, 2021

.
ly
on
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e
al a
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er s
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

m er
m rp

Why is this man so


For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

co o

incredibly frustrated?
F

There are $726 billion margin loans outstanding but


Interactive Brokers carries only $38 billion or only 5% of the total,
even as we charge 0.75% to 1.59% while most other banks and
n-

brokers charge from 2.5% to 8% or more.1


no

ibkr.com/frustrated

Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment.
Member - NYSE, FINRA, SIPC - 1. Annual Percentage Rate (APR) on USD margin loan balances for IBKR Pro as of 12/4/2020. Rates subject to change. Interactive Brokers calculates
the interest charged on margin loans using the applicable rates for each interest rate tier listed on its website. For additional information on margin loan rates, see ibkr.com/interest.
12-IB20-1426-FP
MARKET WEEK
December 28 through December 31, 2020

Euro Trader P. M4 Power Play P. M7


Emerging Markets P. M4 Charting the Market P. M8
Striking Price P. M5 Winners & Losers P. M9
Commodities P. M6 Research Reports P. M10
Inside Scoop P. M7 Market View P. M11
13D Filings P. M7 Statistics P. M12

.
ly
MARKET PERFORMANCE DASHBOARD

on
Dow Jones Industrials S&P 500 Nasdaq Composite Russell 2000

30,606.48
52-wk: +6.02% YTD: +7.25% Wkly: +1.35%
3756.07
52-wk: +15.29% YTD: +16.26% Wkly: +1.43%
12,888.28
52-wk: +41.75% YTD: +43.64% Wkly: +0.65%
1974.86
52-wk: +18.48% YTD: +18.36% Wkly: -1.45%

us ,
l
That’s A Wrap

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The Dow and S&P 500 ended 2020 2%
at record highs, while the Nasdaq
Composite and Russell 2000 finished

ci on
just short.
1

er s 0
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

All Quiet
Still Rallying
m er
President Donald Trump signed A dearth of corporate news or
the Covid-relief bill into law over the economic data kept trading volumes
low on Tuesday. The Russell 2000 -1
weekend, sending stock indexes
m rp
to record highs. pulled back from its recent rally.
The Checks Are In the Mail
The Dow Jones Industrial Average -2
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ticked up to a record high Wednesday,


on another slow day. Stimulus checks
co o

began going out.


-3
F

Monday Tuesday Wednesday Thursday Close


Source: Barron’s Statistics

I
t was a quiet, low-volume S&P 500 closed up 16.26% for 2020, hasn’t touched it since 2018.

THE TRADER trading week sandwiched


between Christmas and New
Year’s, one that all but de-
and has gained just shy of 50% over
the past two years, its largest two-year
gain since 1999. The Dow added
That’s expected to change in the
coming year, at least a little bit. Econo-
mists’ consensus estimate is for a 1.8%
manded that a financial jour- 2068.04 points, or 7.25%, in 2020, increase in core CPI in 2021, accord-
n-

nalist mull over the big ques- while the Nasdaq roared 43.64% ing to FactSet, and the Federal Re-
tions for the year ahead. And higher last year. The small-cap Russell serve’s latest summary of economic

After Their none might be bigger than what hap-


pens to inflation.
2000 gained 18.36%.
Outside of asset markets, inflation
projections also has core PCE infla-
tion rising to 1.8% in 2021, on its way
no

Epic Rally, The Dow Jones Industrial Average


finished the week up 406.61 points,
By Nicholas
Jasinski
didn’t make its presence felt much in
2020. Excluding volatile food and
to 2% in the longer run.
Some pickup in inflation isn’t a

Stocks Face
or 1.35%, at 30,606.48, while the S&P energy components, the core con- fringe viewpoint: An RBC Capital
500 rose 1.43%, to 3756.07—both re- sumer price index, or CPI, rose by Markets survey of investors in Decem-

Inflation
cord highs. The Nasdaq Composite 1.6% year over year in November, the ber found that 59% of respondents
added 0.65%, to 12,888.28. latest month available. The Federal believed that inflation will accelerate
It was a modest finish to a tumultu- Reserve’s preferred inflation measure, in the coming six to 12 months. An
Risk in 2021. ous year in which stocks tumbled into
a bear market in just a matter of
the core personal consumption expen-
ditures price index, or PCE, increased
important question, however, is
whether that acceleration lifts infla-

Bet Wisely. weeks in February and March, then


embarked on a vertiginous rally. The
by 1.4%. Core CPI hasn’t been above
2% since March, while core PCE
tion into a faster-growth Goldilocks
zone, or meaningfully above that.
M2 BARRON’S January 4, 2021

An inflation rate near the Fed’s 2% target from 0.913% at the end of 2020, and for
would be a positive development, reflecting a the 30-year to hit 2.40%, from 1.642%.
healing economy and creating incentives for The counterargument to the inflation
investment and spending. It also keeps the hawks is that the past decade of low infla-
deflationary “death spiral” scenario at bay. tion has shown us that it’s not purely a
But there are several strong, albeit monetary phenomenon—and that maybe
theoretical, arguments in favor of an even monetarist theory isn’t worth all that much
greater pickup in inflation. That’s far from in today’s world. Disinflationary structural
priced into equity or fixed-income valua- forces remain, including an aging popula-
tions, and a faster rate of price increases tion that prioritizes saving over spending
would be a major shock to markets if it and technological improvements that re-

.
does appear later in 2021. duce costs and boost productivity. Plus,

ly
“Unlike most Fed officials, I do not have pent-up demand spending may prove tem-
a high degree of conviction on where infla- porary and limited to specific services like
tion is headed in 2021, but I view a pickup airfare, high unemployment could keep

on
to above prepandemic levels as at least as wages down, and commercial rents could
likely as a continuation of softer increases,” remain under pressure, eliminating an-
writes Stephen Stanley, Amherst Pierpont’s other source of rising costs.
chief economist. In the stock market, bond-proxy sectors

us ,
Foremost in favor of higher inflation is like utilities and real estate stand to lose

l
the unprecedented scale of money-printing from a rise in inflation and rates. So do

e
al a
by the Fed in 2020. Since March, the supply richly valued growth and technology
of U.S. dollars has increased by almost 25%. stocks, which would see their multiples

ci on
IBKR charges
In other words, about 1 in every 5 dollars drop. Future earnings are worth less today
that exist today have been created in the under a higher discount rate.
past nine months. Monetarist theory, which Conversely, bank stocks, most of all, stand
focuses on the macroeconomic effects of to gain from a potential sustained pickup in
1
margin loan rates
changes in the money supply, is screaming inflation. Banks’ net interest margins and

er s
for an increase in prices under such a mas- profits rise the more that long-term rates
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

sive expansion. Combine that with a surge exceed short-term ones—their bread-and-
m er in postpandemic demand that could outstrip butter business is borrowing short to lend

from supply, government deficits that aren’t going


away, and the Fed’s new policy framework
that will tolerate an increase in inflation, and
long. Add an improving economy, the Fed’s
green light for greater capital returns to
shareholders, and cheaper relative valua-
m rp

0.75% to 1.59%
it’s possible that upward pressure on prices tions, and banks could be the place to be in
arrives sooner rather than later. 2021. The Invesco KBW Bank exchange-
If greater inflation lifts market rates—or traded fund (ticker: KBWB) is an efficient
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

spurs the Fed to step in with higher inter- way to play the group.
est rates sooner than expected—the invest- There’s no guarantee that the postpan-
co o

ment implications are significant. “What demic world will in fact feature sustained
people don’t fully realize in my view is inflation above 2%, or that central bankers
F

that we’re entering a very different invest- will respond sooner than expected with
ment world than what we’ve gotten used higher interest rates. But it’s a large enough
to in the past decade,” says Mike Wilson, tail risk—with significant enough implica-
Morgan Stanley’s chief U.S. equity strate- tions—that it can’t be ignored. And if 2020
gist. The bank’s economists expect the has taught us anything that can be applied to
10-year yield to rise to 1.45% by year end, 2021, it’s better not to dismiss the tail risks.
ibkr.com/compareus
Vital Signs
n-

Thursday's Week's Week's


Close Change % Chg. Last Week Week Earlier

Interactive Brokers Rated #1 DJ Industrials 30606.48 +406.61 +1.35 NYSE Advances 1,789 1,688
DJ Transportation 12506.93 -15.99 -0.13 Declines 1,420 1,526
no

Best Online Broker 2020 by Barron’s* DJ Utilities 864.64 +18.67 +2.21 Unchanged 51 56
DJ 65 Stocks 10108.71 +107.76 +1.08 New Highs 459 496

Trading on margin is only for sophisticated investors with DJ US Market


NYSE Comp.
947.35
14524.80
+9.55
+142.30
+1.02
+0.99
New Lows
Av Daily Vol (mil)
14
3,333.3
12
3,659.6
high risk tolerance. You may lose more than your initial investment. NYSE Amer Comp. 2360.90 +28.73 +1.23 Dollar (Finex spot index) 89.93 90.22
S&P 500 3756.07 +53.01 +1.43 T-Bond (CBT nearby futures) 173-060 172-240
Member - NYSE, FINRA, SIPC – *Interactive Brokers rated #1, Best Online Broker according to Barron’s S&P MidCap 2306.62 -8.74 -0.38 Crude Oil (NYM light sweet crude) 48.52 48.23
Best Online Brokers Survey of 2020: February 21, 2020. For more information see, ibkr.com/info - S&P SmallCap 1118.93 -2.58 -0.23 Inflation KR-CRB (Futures Price Index) 167.80 165.55
Barron’s is a registered trademark of Dow Jones & Co. Inc. [1] Margin Loan rate as of 10/02/2020. Nasdaq 12888.28 +83.55 +0.65 Gold (CMX nearby futures) 1893.10 1879.90
IB calculates the interest charged on margin loans using the applicable rates for each interest rate tier
Value Line (arith.) 7913.03 +17.87 +0.23
listed on its website. Rates shown apply to IBKR Pro clients only. Rates subject to change.
Russell 2000 1974.86 -29.09 -1.45
For additional information on margin loan rates, see ibkr.com/interest 10-IB20-1400CH1358 DJ US TSM Float 39219.62 +332.18 +0.85
January 4, 2021 BARRON’S M3

Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*

Utilities 2.41%
Financials 2.11
Consumer Services 1.70
Consumer Goods 1.48
Health Care 1.27
Basic Materials 1.09

.
0.39

ly
Industrials
Telecommunications 0.24

REAL ESTATE SECTOR OF


Technology 0.12

on
–0.40 Oil & Gas

* For breakdown see page M32. Source: S&P Dow Jones Indices

THE S&P 500 IN ONE ETF

us ,
l
Direct Listings: Stop of the Pops the four completed direct listings to date—

e
al a
Investors went gaga for initial public offer- by Spotify Technology (SPOT), Slack Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
ings and special purpose acquisition com- Technologies (WORK), Palantir Tech-

ci on
panies in 2020. But now there’s a new way nologies (PLTR), and Asana (ASAN)—no
to go public that might be better for every- new shares were sold, and the companies An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
one involved. didn’t raise any money. Existing sharehold- prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
Just before Christmas, the Securities and ers were the only source of shares, with the
prospectus carefully before investing.
Exchange Commission approved a pro- opening price set by an auction the morn- All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally

er s
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
posal from the New York Stock Exchange— ing of its listing day. There was no lockup,
The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

a division of Intercontinental Exchange and investment banks were hired as advi-


(ICE)—to alter its rules to allow companies
m er
sors but played no role in selling the shares. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
to raise money through a direct listing. The The NYSE’s just-approved primary di-
exchange first suggested the proposal, in rect-listing process adds a twist by allowing
which companies and their investors and companies to sell new shares into the same
m rp
employees can sell shares directly to the opening auction while going public. That
public, over a year ago. cuts out underwriters and eliminates the
A direct listing is far less complicated potential gap between what institutional
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

than other methods of going public. In a investors pay for new shares the night before
traditional IPO, a private company hires and where the stock opens on its first day.
co o

investment banks to underwrite its listing. Airbnb (ABNB), for example, began
The underwriters gauge institutional inves- trading at $146 in early December, after
F

tors’ demand for shares and set a price selling shares the night before at $68. In a

Upgrade
range for the offering. The underwriter theoretical primary direct listing, Airbnb
then buys a defined number of new shares might have been able to get closer to $146
from the company and sells them to its cho- per share for its offering. Instead, institu-
sen investors. Some of the company’s exist- tional investors pocketed that difference.

your advisor.
ing shareholders can sell a portion of their The opening pops are exacerbated by
shares into the IPO, but insiders like em- tight initial supply of shares, given the lock-
ployees and early investors are usually sub- ups that prevent the vast majority of shares
ject to a lockup of six months before they from trading for months after the IPO. A
n-

can sell additional shares. The stock debuts no-lockup direct listing with or without a
on an exchange the day after institutional capital raise means more shares immediately
investors buy shares from the company. available to trade. That could further reduce
In a SPAC merger, a deal is negotiated listing-day surges and IPO mispricings. Get advice on managing your wealth
no

behind closed doors between a company and A direct listing is also more egalitarian and connect with a top advisor at
the SPAC’s sponsors. They agree on a valua- because all investors get equal access to the
tion and the use of proceeds from the SPAC’s opening trade. “The proposed rule barrons.com/directory
trust and any additional funding. The cash change...has the potential to broaden the
can be used to buy out existing shareholders, scope of investors that are able to purchase
reduce debt, or go straight to the company’s securities in an initial public offering, at the
balance sheet. Once the merger closes, the initial public offering price, rather than in
company takes over the SPAC’s stock market aftermarket trading,” the SEC wrote in its
listing. Its name and ticker symbol change, review of NYSE’s proposal.
and the SPAC ceases to exist. In other words: No more watching an IPO
Direct listings are more streamlined. In pop and knowing you never had a chance. B ©2020 Dow Jones & Company. All Rights Reserved. 2E205
M4 BARRON’S January 4, 2021

EUROPEAN TRADER E M E R G I N G M A R K E TS
France’s Rexel Has Built Hot Tech Stocks Come
Strong Outlet for Growth Under China’s Glare

.
ly
on
By Rupert Steiner greater investment in energy efficiency By Craig Mellow making prices, another practice regula-
and automation solutions around the tors have flagged as monopolistic, says

F I
rench electrical distributor world, he writes in a client note. Société t’s not just Jack Ma’s problem. Brian Bandsma, an emerging markets

us ,
Rexel has a network of outlets Générale also has marked Rexel’s stock a China’s regulatory salvos at the Chi- portfolio manager at Vontobel Quality

l
that sell sockets, plugs, and a Buy, with a target of €15. nese billionaire’s companies, Ali- Growth. “It sounds like they may put

e
al a
host of other products to trades- The Paris-based distributor has a mar- baba Group Holding and Ant limits on companies using their balance
people across the world. ket value of €3.9 billion and employs Group, may look like a personal vendetta sheets to compete,” he says.

ci on
Known as the Amazon.com of the more than 26,000. It fetches 12.7 times after Ma likened the state banking estab- Markets are also picking some win-
bricks-and-mortar electrical-equipment this year’s expected earnings and is val- lishment to pawn brokers. ners from China’s crackdown on the plat-
world, Rexel (ticker: RXL.France) has ued at a 10% discount to its peers. But they likely mark the start of a form economy, namely Alibaba’s smaller
built a loyal band of customers by driving Rexel posted net income before tax of broader campaign to rein in China’s e- e-commerce competitors JD.com (JD)
down prices from suppliers, and impart- €321.1 million for the 2019 calendar year, commerce and fintech industries, home and Pinduoduo (PDD). Both stocks have

er s
ing expert advice. up from €290.9 million in 2018, on sales to many of the biggest and hottest emerg- surged while Alibaba’s slid 7% over the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

The company has had a tough 2020, of €13.7 billion. CEO Patrick Berard tells ing markets stocks. Investor favorites like past week. That’s a shaky bet, Zuo
along with rivals, who have suffered store
m er
Barron’s: “Rexel emerges strengthened social media giant Tencent Holdings thinks. “What’s happening will have im-
closures due to Covid-19 and a slowdown from a difficult 2020 and comforted in (ticker: 700.Hong Kong) and food deliv- plications for every company,” she says.
in business. The shares have increased the strategic choices it has made in the ery hero Meituan (3690.Hong Kong) All the more so as China’s online
7.8% over the past 12 months—but they past three years. After having repaired could be in for a wing clipping in 2021. growth juggernaut shows signs of decel-
m rp
have climbed 13.7%, to 13.09 euros the company, deleveraged it, refocused it “There are a lot of unknown un- erating. China’s apparent quelling of
($16.02), in the past month after posting on customers, made it more agile, and knowns,” says Zoe Zuo, a global equity Covid-19 has been (relatively) bad for
an unscheduled trading update noting a invested heavily in its digital transforma- analyst at Ivy Investments. “It could take internet business. Goods sales, which
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

better pickup in business during the sec- tion, Rexel now stands to harvest the a few quarters to understand what the were surging near 25% year-on-year over
ond wave of Covid-19. fruits of its efforts.” government’s new tack really means.” the summer, have subsided to 16% since
co o

The stock could have further to go as it In 1967, French engineering concern The tack in question was signaled in August. With Chinese online sales ap-
benefits from a shift toward sustainabil- Compagnie Lebon, now part of Groupe November, when authorities issued proaching a quarter of all retail, the curve
F

ity, automation, and energy efficiency. As Paluel-Marmont, created Compagnie de Guidelines for Anti-Monopoly in the will flatten further, Thurston predicts.
more offices and homes are sustainably Distribution de Matériel Électrique Platform Economy. The vague principles “E-commerce growth is peaking,” she
built, Rexel can capitalize on selling low- (CDME), which would be renamed Rexel therein took some shape last week with says. “The bigger opportunity was online
voltage kits that work with solar and in 1993. The company expanded through an investigation of Alibaba (BABA) for financial services.” Until it wasn’t.
wind energy, along with other low-volt- acquisitions. In 1990, the Pinault Group leaning on merchants to sell exclusively The good news is that investors have a
age products they require. (which later became PPR and then French through its sites. China’s bosses also rough playbook at this point for Chinese
Suppliers such as Schneider Elec- luxury organization Kering) became the slammed the brakes on the fintechs regulatory offensives. Beijing overhauled
tric (SU.France), Rockwell Automa- biggest shareholder. It was taken private growing out of internet platform compa- the rules on internet gaming in 2018 and
tion (ROK), and Siemens (SIE.Ger- in 2005 and refloated in 2007. nies. They canceled Ant Group’s initial online education in 2019, stunting some
n-

many) maintain higher margins by Rexel’s suppliers profit through its public offering days before it was poised stocks’ growth but leaving flourishing
selling through Rexel’s distribution net- distribution network, offsetting concerns to become the world’s most valuable fi- industries basically intact.
work than through popular e-commerce in the medium term that it will succumb nancial company. The government’s concern over Alibaba
sites, which can take up to 35% in com- to the fierce competition from online Tencent founder Pony Ma (no relation or Tencent’s power is tempered by pride in
no

missions. players such as Amazon. to Jack) has avoided his rival’s lese ma- their achievements, Thurston says. “They
Phil Buller, an analyst at Berenberg, Berenberg’s Buller, in his note, writes jeste. But his firm’s financial services want to use the industry to leapfrog in
thinks that Rexel shares are “fundamen- that Rexel’s transformation could pro- arm is nearly as big as Ant, and likely to financial services, but the Ant Group IPO
tally mispriced” and offer “a buying op- duce better gross and adjusted margins attract its own official scrutiny, says Viv- made them realize how huge it had got-
portunity.” He estimates a rise of 14.5%, (25% and 5%, respectively), “in which ian Lin Thurston, portfolio manager of ten,” she says. “It’s a balancing act.”
to €15. “The company has gone to great case there’s a powerful incremental re- the China A shares growth strategy at There should still be juice left in the
efforts to refocus for the digital age, as we turn-on-capital play here.” William Blair. stocks, too. “We’ve seen this happen be-
shift toward reducing carbon emissions Rexel said in December that it expects Meituan, whose threefold stock surge fore in different shapes and forms,” says
and the electrification of the planet as a to resume its dividend in 2021. This, along this year has made it the No. 5 name in Danton Goei, global portfolio manager at
result of the pandemic,” Buller tells Bar- with tight cost discipline, indicates that global emerging markets, may draw regu- Davis Advisors. “The shares are still at-
ron’s. Covid-19 provides the impetus for the company is plugged in for growth. B lators’ ire for gaining customers at loss- tractive.” Just mind the bumps. B
January 4, 2021 BARRON’S M5

T H E ST RIKING PRI CE
The Chinese government is suddenly concerned
that Alibaba, which owns many different but
related companies, could be a monopoly.

An Options Play That Bets Equity Options

Alibaba Stock Will Recover CBOE VOLATILITY INDEX THE EQUITY-ONLY PUT-CALL RATIO

.
ly
VIX Close VIX Futures Put-Call Ratio S&P 500 Index

90 310
290
270
250
70

on
230
210
By Steven M. Sears With Alibaba’s stock around $232, inves- 190
50 170
tors can sell the January $230 put option for

O
150
f all the troubles in the world, $5.75 and sell the January $260 call option 130

us ,
30 110
be glad you don’t have Jack Ma’s for 80 cents. This so-called short strangle— 90

l
woes to contend with. that is, selling a put and call with different 70

e
50

al a
The billionaire founder of strike prices but the same expiration—pays F M A M J J A S O N D 10 F M A M J J A S O N D 30
Alibaba Group Holding (ticker: BABA) investors for agreeing to buy Alibaba stock Daily Values Source: CBOE Source: McMillan Analysis Corp.

ci on
has angered one of the world’s most power- at an effective price of $223.55 (a $230 strike
ful people, Xi Jinping, the leader of China. minus a $6.55 options premium) and to sell SPX SKEW NDX SKEW
It is unclear how the story will end, or what shares at an effective price of $266.55. Implied volatility % Implied volatility %

ultimately happens to Alibaba. During the past 52 weeks, Alibaba has 16% 16%
For whatever reason—and there isn’t ranged from $169.95 to $319.32. The stock is 15

er s
15
any good one—Ma gave a speech with criti- up about 10% in 2020. 14
14
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

cal comments about China’s financial regu- The risk to selling a strangle is high. The 13
lations interfering with technological inno-
m er
stock could plummet far below the put 13
12
vations. Xi quickly reminded China’s strike price if regulators decide to disman- 12
11
richest man to be mindful of his place. tle the company and disenfranchise inves- 11
10
Shortly thereafter, Xi reportedly tors, for example. The stock could surge, 10
m rp
9
blocked the initial public offering of Ant too, but it’s very difficult to characterize 9 8
Financial Group, of which Alibaba owns a Alibaba’s path as anything but uncertain. 8 7
F M A M J J A S O N D F M A M J J A S O N D
third, and put Alibaba under antitrust Alibaba’s stock, once universally ad- Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

review for monopolistic business prac- mired as evidence of China’s technological Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
tices. Regulators are concerned that Ant is and investment prowess, is trading under
co o

between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
originating consumer loans and selling a cloud of unquantifiable uncertainty be-
them to banks, without making financial cause Ma seemingly forgot his place in his Week's Most Active
F

accommodations to reflect risk. It has been country’s power structure. Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
suggested that Ant return to its origins as If these regulatory reviews occurred RCM Technologies RCMT 3395 3299 96 64 94 53.0
a payments network. anywhere but in China, investors would CaesarStone CSTE 6066 3885 2181 216 93 28.1
Alibaba has come under more intense criticize Ma for speaking too freely and Immersion IMMR 61744 54451 7293 3940 99 15.7
Blucora BCOR 10095 9796 299 744 81 13.6
scrutiny. The government is suddenly con- harming his business. Orbital Energy OEG 20278 19839 439 1900 96 10.7
cerned that Alibaba, which owns many But most Western investors are scared Pitney Bowes PBI 94056 80485 13571 8800 73 10.7
different but related companies, could be a that China ultimately threatens America’s DPW DPW 37387 29654 7733 4444 100 8.4

monopoly. global leadership. Alibaba has thus Fluent FLNT 14048 13744 304 1752 79 8.0
Senseonics SENS 51397 46276 5121 7328 82 7.0
Investors are panicked. Since late Octo- ceased—temporarily or permanently—to Chico's FAS
n-

CHS 9440 9111 329 1504 80 6.3


ber, Alibaba’s shares have declined some exist as an example of China’s technologi- Upland Software UPLD 12651 10462 2189 2216 54 5.7
30%, dramatically underperforming Chi- cal might and innovation. Instead, it trades Aqua Metals AQMS 58965 54527 4438 10964 86 5.4
Weibo Corp. WB 66849 46807 20042 12888 26 5.2
nese stock proxies like the Xtrackers Har- under a cloud of uncertainty because the
Arturus Therapeutics ARCT 43664 34858 8806 9624 86 4.5
vest CSI 300 China A-Shares exchange- Chinese Communist Party has unlimited
no

The Simply Good Foods SMPL 4235 2864 1371 980 86 4.3
traded fund (ASHR) and the iShares power. Alibaba BABA 3301328 2126655 1174673 811808 79 4.1
China Large-Cap ETF (FXI). The selloff is Our suggested investment approach Gannett GCI 14181 13037 1144 3456 83 4.1
Pinduoduo PDD 430764 299428 131336 123744 63 3.5
one of the worst since Alibaba’s September expresses a perhaps out-of-consensus view ENGlobal ENG 23409 22552 857 7452 21 3.1
2014 stock offering. that Alibaba, to play off an old Chinese New Residential Investment NRZ 81868 77124 4744 29104 31 2.8
One of the greatest fears most investors saying, isn’t the proverbial chicken about to This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
have about China is that its laws are unreli- be killed to scare the monkey. 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
able. Nevertheless, Alibaba remains one of Xi may discipline and humiliate Ma, but short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to
their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one
the most singular—if now controversial— Xi is unlikely to seriously impede the flow should be aware of these increased risks if trading in these names
ways to play the rise of China’s middle of international money and domestic tech- 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.
class, one of the world’s most profound nology that he needs for China to continue Source: McMillan Analysis

economic events. its incredible economic rise. B


M6 BARRON’S January 4, 2021

COMMODITIES
Smaller Corn Crops Mean
Higher Prices Are in Store

.
ly
on
By Simon Constable Teucrium Trading.
A reduced crop in Brazil is a big deal,

A
drop in corn production will as the country is the third-largest corn

us ,
result in reduced supplies of the producer, growing almost 10% of the

l
grain, propelling prices higher world crop, according to USDA estimates.

e
al a
over the next few months, ex- It ranks behind the U.S. and China, re-
perts say. spectively.

ci on
U.S. corn inventory at the end of the There’s a further issue. Farmers across
2020-21 growing season will be 1.3 billion the globe have a choice about which crops
bushels, far lower than the 1.7-billion- to plant each year, and soybeans and corn
bushel level expected by the U.S. Depart- are interchangeable. Although farmers
ment of Agriculture, says Shawn Hackett, typically rotate the crops they grow, they

er s
president of Hackett Financial Advisors. also are influenced by the crop’s current
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

“The USDA’s projection needs to come price.


m er down,” he says. “The corn market has not Currently, soybean prices are far
priced in a 1.3-billion-bushel carry-over higher than corn prices, giving farmers an
and will have to reprice that reality.” incentive to choose the former.
When that becomes apparent, the “Both soybeans and corn need more
m rp
grain price could jump to between $5 and acres, but only one of them is going to
$6, Hackett says. Recently, corn futures win,” Gilbertie says. “Right now, soybeans
were fetching $4.57 a bushel on the Chi- will win because their price is higher.”
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

cago Mercantile Exchange, up from a low Given the favorable economics, farmers
of $3.08 in early August. will likely switch away from planting corn
co o

Traders wanting to profit from the in favor of soybeans.


potential rally should consider buying A lower corn supply comes in tandem
F

July-dated corn futures contracts on the with increased demand for corn from two
CME. Alternatively, try investing in the sources. First, gasoline consumption has
Manage Your Barron’s Teucrium Corn exchange-traded fund
(ticker: CORN), which tracks corn fu-
increased in line with the recent rebound
in the global economy. And that means
Account Online tures prices. It gained 0.5% in the year
through Dec. 28, including a 24% rally in
more need for ethanol fuel additives,
which are made from corn.
the six months through the same date, Separately, China needs corn to feed
Update your account details any time. according to data from Bloomberg via increasing numbers of pigs as it rebuilds
It’s quick and easy. Teucrium. its hog herd. The herd was ravaged in
n-

Part of the story is that bad weather in 2019 by a massive outbreak of African
• Place delivery holds South America will lead to a later plant- swine fever, resulting in more than 200
• Change an address ing of the second corn crop, or safrinha, million pigs slaughtered.
in Brazil. In turn, that could lead to lower Investing in agricultural futures con-
no

• Report an issue
production levels. tracts is risky, so traders should stay vigi-
• Update your payment information
The crop would normally get planted lant for market sentiment changes and be
• Reset your password and more in February, but extreme dryness in ready to exit the investment swiftly.
South America delayed the planting of Weather changes can prompt quick
soybeans, which will ultimately have the reversals in price movements, and that
 

knock-on effect of delaying the second can result in significant losses. In other
customercenter.barrons.com corn crop. words, care is needed if you make this
“The South American soybean crop trade.
went in late, and that may mean a dimin- Still, on balance, the odds seem in fa-
© 2020 Dow Jones & Co., Inc. All rights reserved. 2E7837 ished second corn crop,” says Sal Gilber- vor of a rally in prices for the grain over
tie, founder and CEO of ETF provider the next few weeks and months. B
January 4, 2021 BARRON’S M7

I N S I DE SC OOP
Viex Capital revealed nothing more POWER PLAY
other than that Leaf Group “repre-

Activists
sented an attractive investment”
and offered no plans or proposals
for the company.

Are Hunting
Alphabet Unit Trims Increases in
Holdings Big Game

.
Investment in Lyft Stock

ly
Forward Air (FWED)
Ancora Advisors disclosed a By CARLETON ENGLISH

T
higher stake in the freight and lo-

on
gistics firm of 1,450,048 shares, here may have been
including those held personally by fewer activist campaigns
By ED LIN which automatically executes transac- Ancora representatives. Ancora in 2020, but cage rat-

A
tions when preset conditions, includ- Advisors bought a total of 518,497 tlers certainly didn’t

us ,
lphabet’s venture-capital ing price and volume, are met. Ac- Forward Air shares from Oct. 26 lack for boldness.

l
unit, CapitalG, recently cording to a CapitalG filing with the through Dec. 28 at prices ranging In fact, the final

e
al a
has been trimming its in- Securities and Exchange Commission, Alphabet’s from $60.33 to $76.75 each. Ancora months of the year saw
vestment in ride-hailing the venture capital unit now owns 11.3 venture-capital now owns a 5.3% interest in For- activists initiating challenges at

ci on
company Lyft. million Lyft shares. The sales are Cap- unit CapitalG sold ward Air and revealed that it “has blue-chip companies in need of a
Lyft stock (ticker: ital G’s first of Lyft stock. 1.3 million Lyft engaged and intends to continue to revamp.
LYFT) has gained 14% CapitalG declined to comment on shares, but engage” Forward Air in ways to Trian Partners’ Nelson Peltz
year to date, just behind the 16% rise the sale of the Lyft shares. According remains a large increase shareholder value. The unveiled a 0.4% stake in Comcast
in the S&P 500. Shares gained sharply to S&P Capital IQ, CapitalG remains investor in the discussions with the company have (ticker: CMCSA) at the end of Sep-

er s
after California voters approved a Lyft’s sixth-largest shareholder. ride-hailing involved, says Ancora, “divesting of tember, arguing that shares of the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

measure to allow gig-economy compa- CapitalG was an early investor in company. non-core assets” as well as chang- $237 billion media company were
nies such as Lyft and Uber Technol-
m er
Lyft, buying 12.6 million preferred ing the current makeup of Forward “undervalued.” Dan Loeb’s Third
ogies (UBER) to continue to classify shares for $500 million, or $39.75 be- Air’s board. Point followed in October, urging
drivers as contractors rather than em- fore the company’s initial public offer- Walt Disney (DIS), the $330 bil-
ployees. Wall Street has also been ing in March 2019. The preferred GMS (GMS) lion media and entertainment behe-
m rp
praising Lyft’s cost-cutting initiatives. shares were converted to common Coliseum Capital Management re- moth, to permanently suspend its
CapitalG sold 1.3 million Lyft shares on a one-to-one basis with ported a higher stake in the maker dividend and focus on streaming.
shares from Dec. 16 through Dec. 23 Lyft’s IPO. of home and work interior con- Loeb’s penchant for Dow compo-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

for a total of $63 million, or $50.10 per Based on the stock’s appreciation, struction products. Coliseum now nents carried into pushing fading
share on average. The Alphabet Barron’s calculates that CapitalG’s owns 3,887,142 GMS shares after chip giant Intel (INTC) to explore
co o

(GOOGL) unit sold the shares through sales of Lyft stock booked a $13 buying 635,067 shares from Nov. strategic alternatives. He noted that
a so-called Rule 10b5-1 trading plan, million profit. B 30 through Dec. 23 at prices rang- the chip maker’s decline is a na-
F

ing from $27.10 to $31.30 apiece. tional security concern.


Following the new purchases, Coli- But perhaps no activist initiation
seum now owns 9.1% of GMS’ trad- was more surprising—albeit sorely
able stock. needed—as recently launched in-

Activist Holdings chem would be the best way to maxi-


mize shareholder value.
vestment firm Engine No.1 advocat-
ing more than an oil change at $175

Enzo Biochem (ENZ) Decreases in billion Exxon Mobil (XOM), which


was once the largest company in
Harbert Management reported
Original Filings Holdings the world.
n-

These disclosures are


holding 5,620,681 shares of the bio- from 13Ds filed with
While activists going after multi-
science firm, equal to 11.7% of the the Securities and billion dollar companies isn’t un-
outstanding stock. Harbert Man- Leaf Group (LEAF) Exchange Commission. Maiden Holdings (MHLD) heard of, they certainly appear to
13Ds are filed within
agement addressed a letter to Enzo Viex Capital reported a fresh 6.7% 683 Capital Management re- be more empowered to do so, espe-
no

10 days of an entity’s
Biochem’s board, specifically to interest in the diversified social-media attaining more than ported a lower holding of the cially if they can win the support of
directors Mary Tagliaferri and Ian company, home to brands including 5% in any class of a global reinsurance company of 7.7 institutional managers such as Van-
company’s securities.
Walters, who were appointed to the eHow and Livestrong.com. Viex Capi- Subsequent changes million shares. 683 Capital sold guard and BlackRock (BLK).
board in November. Harbert Man- tal bought 2,311,645 Leaf Group shares in holdings or inten- 176,964 Maiden shares at prices “The tools of operational activism
tions must be re-
agement believes removing Chair- from Dec. 10 through Dec. 23 at prices ported in amended
ranging from $2.13 through $2.39 are easily applied to large compa-
man and CEO Elazar Rabbani is ranging from $4.30 to $4.74 each. filings. This material is apiece from Nov. 23 through Dec. nies, including suggestions of slim-
necessary to regain confidence in Those purchases include a Dec. 23 from Dec. 24 through 23, leaving the investment firm mer, focused operations, so I would
Dec. 30, 2020.
Enzo Biochem. Further, Harbert block-trade purchase of 1.2 million Source: Insider- owning 9.1% of Maiden’s outstand- expect these types of campaigns to
suggested that a sale of Enzo Bio- Leaf Group shares at $4.30 apiece. Score.com ing stock. move forward,” Bruce Goldfarb,
CEO of proxy solicitation firm
Okapi Partners, tells Barron’s. B
M8 BARRON’S January 4, 2021

Charting the Market


A graphic look at selected stock activity for the week ended December 31, 2020 n Edited by Bill Alpert
BAIDU NIKOLA RIOT BLOCKCHAIN PINDUODUO
BIDU (NASD) • 216.24 • 25.22 229 NKLA (NASD) • 15.26 • 1.51 18.0 RIOT (NASD) • 16.99 • 3.87 19.0 PDD (NASD) • 177.67 • 24.92 186
 A trade and investment 219  A J.P. Morgan analyst 16.5  The year’s fourfold rise in 17.5  China’s antitrust probe of 175
agreement signed Friday by 209 said that news flow should 15.0 Bitcoin prices sent the stock 16.0 complaints against Alibaba 164

Holiday

Holiday

Holiday

Holiday
the European Union and 199 turn positive for the scandal- 13.5 of this cryptocurrency miner 14.5 Group could benefit e-com- 153
China will boost Chinese in- 189 plagued developer of electric 12.0 up 16-fold in 2020. Other ma- 13.0 merce rivals, like this oper- 142

.
dustry, including Baidu’s M T W T F trucks, whose stock has sunk M T W T F jor miner beneficiaries in- M T W T F ator of a popular mobile M T W T F

ly
electric-vehicle venture. 84% from its 2020 high. cluded Marathon Patent. selling platform
Stock Price $ Stock Price $ Stock Price $ Stock Price $
231 105 20 186
201 84 16 154

on
171 63 12 122
141 42 8 90
111 21 4 58
81 0 0 26

us ,
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

l
84 354 200 94

e
42 177 100 47

al a
0 0 0 0
J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D

ci on
FUBOTV ARCTURUS THERAPEUTICS HOLDINGS PITNEY BOWES GANNETT
FUBO (NYSE) • 28.00 • -16.18 42 ARCT (NASD) • 43.38 • -54.75 111 PBI (NYSE) • 6.16 • 0.63 8 GCI (NYSE) • 3.36 • 0.61 5

 An influential analyst ini- 38  Preliminary data from tri- 93  The postal vendor will 7  The once-mighty newspa- 4

er s
tiated coverage of the 34 als of its Covid-19 vaccine 75 raise some prices in Janu- 6 per chain is expected to ben- 3
Holiday

Holiday

Holiday

Holiday
sports-TV streamer with a 30 left investors skeptical of 57 ary, after enjoying “unprec- 5 efit from a multistate anti- 2
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Sell rating, saying that 26 Arcturus claims that one 39 edented” parcel volumes in 4 trust suit against Facebook 1
2020’s surge in Fubo’s stock M T W T F
m er
dose of its vaccine can com- M T W T F
2020. It expects delivery M T W T F
and Alphabet’s Google, alleg- M T W T F

made it a “compelling short.” pete with two-dose vaccines. volumes to continue apace. ing online ad price-fixing.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
64 136 8.5 10
m rp
52 110 7.0 8
40 84 5.5 6
28 58 4.0 4
16 32 2.5 2
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

4 6 1.0 0
co o

Volume in Millions Volume in Millions Volume in Millions Volume in Millions


166 28 84 70
83 14 42 35
F

0 0 0 0
J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D

AMC ENTERTAINMENT HOLDINGS NET ELEMENT INTREPID POTASH BIONANO GENOMICS


AMC (NYSE) • 2.12 • -0.39 3.0 NETE (NASD) • 13.95 • 1.71 20 IPI (NYSE) • 24.15 • 8.44 31 BNGO (NASD) • 3.08 • 2.38 4
 Struggling through an- 2.5  Shares of this long-floun- 17  The fertilizer supplier 27  A number of tiny stocks, 3
other Covid winter, the 2.0 dering processor of credit 14 said that early-season de- 23 like this genetic tester, regis- 2
Holiday

Holiday

Holiday

Holiday
movie theater chain diluted 1.5 cards got giddy when a po- 11 mand is strong from farm- 19 tered year-end price jumps— 1
shareholders with another 1.0
tential merger partner 8
ers preparing for 2021 15
just in time to satisfy mini- 0
stock offering—this one for claimed a potential order planting. Tight potash sup- mum bid requirements and
n-

M T W T F M T W T F M T W T F M T W T F
50 million shares. for electric vehicles. plies are supporting prices. escape threatened delistings.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
12.5 22.5 34 5
10.0 18.0 28 4
no

7.5 13.5 22 3
5.0 9.0 16 2
2.5 4.5 10 1
0.0 0.0 4 0

Volume in Millions Volume in Millions Volume in Millions Volume in Millions


236 56 4 1602
118 28 2 801
0 0 0 0
J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D

The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The
dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than that time period.
January 4, 2021 BARRON’S M9

Winners and Losers


NYSE BIGGEST % MOVERS NYSE MOST ACTIVE NYSE AMERICAN MOST ACTIVE NASDAQ MOST ACTIVE
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
500.com(WBAI) 11148 9.00 +4.71 +109.8 Cango(CANG) 7823 1927.5 7.00 –0.25 Ashford(AINC) 1203117697.3 8.58 +2.98 ApreaTherap(APRE) 28981 3902.4 4.92 –20.17
IntrepidPotash(IPI) 2472 24.15 +8.44 +53.7 FusionAcqnA(FUSE) 12593 1524.5 11.30 +0.90 ActiniumPharm(ATNM) 7082 378.2 7.80 –3.25 Immersion(IMMR) 47665 3546.5 11.29 +2.36
GatosSilver(GATO) 2873 13.03 +3.62 +38.5 PanaceaAcqnA(PANA) 3145 732.4 11.70 +1.11 Parts Id(ID) 1691 160.7 6.36 –1.94 P&FIndustries(PFIN) 625 2919.9 6.05 +1.05
ChinaGreenAg(CGA) 4805 3.60 +1.00 +38.5 fuboTV(FUBO) 165775 599.1 28.00 –16.18 LGL Group(LGL) 89 124.9 12.54 +2.58 AirT(AIRT) 2681 1532.0 24.90 –13.48
RedLionHotels(RLH) 5331 3.46 +0.75 +27.7 SandbridgeAcqnA(SBG) 999 527.1 10.17 +0.11 BiomX(PHGE) 63 102.8 6.38 +0.50 WISeKey(WKEY) 7302 1208.6 7.09 +1.05

.
MolsonCoorsA(TAP.A) 3 62.70 +12.70 +25.4 DanimerScientific(DNMR) 12014 489.8 23.51 +1.36 CentrusEnergy(LEU) 979 100.3 23.13 –4.72 MagalSec(MAGS) 1535 816.0 3.88 –1.21
LSB Inds(LXU) 2126 3.39 +0.62 +22.4 SustOppsAcqnA(SOAC) 6952 466.4 10.76 –0.23 Espey(ESP) 41 94.5 18.92 –0.77 PRGX Global(PRGX) 2522 767.8 7.63 –0.07

ly
Gannett(GCI) 26890 3.36 +0.61 +22.2 oneA(AONE) 1309 458.1 10.77 +0.07 RaMedicalSys(RMED) 1877 83.5 7.43 +0.26 KinsaleCapital(KNSL) 4980 763.5 200.13 –7.15
RomeoPower(RMO) 53887 427.0 22.49 –11.51 CTO Realty(CTO) 231 74.7 42.16 +2.23 OsmoticaPharm(OSMT) 9214 711.0 4.12 –1.00
Losers IntrepidPotash(IPI) 2472 385.0 24.15 +8.44 GoodrichPetrol(GDP) 197 71.4 10.09 –0.19 Caesarstone(CSTE) 2879 636.5 12.89 +1.93
Name (Sym) Volume Close Change %Chg.

on
GoAcqnA(GOAC) 2722 378.4 10.19 +0.03 AnnovisBio(ANVS) 261 65.5 7.54 +0.99 ArcturusTherap(ARCT) 28023 609.8 43.38 –54.75
fuboTV(FUBO) 165775 28.00 –16.18 –36.6 ReplayAcqn(RPLA) 3951 373.6 10.40 –0.25 inTEST(INTT) 192 60.1 6.49 +0.26 ChinaFinance(JRJC) 1374 549.1 7.99 –0.30
RomeoPower(RMO) 53887 22.49 –11.51 –33.9 GS Acqn II A(GSAH) 6061 318.6 10.90 +0.05 BioceresCrop(BIOX) 282 57.7 6.20 +0.62 PatriotTransport(PATI) 345 502.7 8.78 –2.51
QuantumScape(QS) 50699 84.45 –30.32 –26.4 FortressValueII(FAII) 2107 297.4 10.73 –0.07 SifcoInd(SIF) 2360 57.2 8.40 +3.10 PoseidaTherap(PSTX) 2707 493.8 10.97 +1.71
ContainerStore(TCS) 5667 9.54 –2.67 –21.9 LendingClub(LC) 25025 293.6 10.56 +1.74 MegalithFinAcqn(MFAC) 554 57.1 14.04 –0.53 NatlGeneral(NGHC) 16807 463.9 34.18 +0.09

us ,
NorthernStarAcqn(STIC) 6131 14.56 –3.94 –21.3 IonAcqn1 A(IACA) 1160 284.0 11.77 –1.48 AcmeUnited(ACU) 108 47.9 30.13 –1.08 CSP(CSPI) 123 449.6 7.73 –0.06

l
XL Fleet(XL) 66592 23.73 –6.05 –20.3 FirstMarkHorizonA(FMAC) 1669 279.0 10.60 +0.05 CheniereEnerPtrs(CQP) 1098 43.4 35.25 +2.03 Fluent(FLNT) 5706 440.4 5.31 –0.10

e
BoqiiHolding(BQ) 2394 5.21 –1.28 –19.7 ColonnadeAcqnA(CLA) 8592 254.2 13.50 –2.75 WidePoint(WYY) 1735 42.7 10.11 –0.07 LumosPharma(LUMO) 325 422.1 35.71 +6.93

al a
PermRock(PRT) 435 2.61 –0.60 –18.7 XL Fleet(XL) 66592 229.5 23.73 –6.05 Envela(ELA) 389 36.3 5.20 +0.19 Exagen(XGN) 249 399.1 13.20 +0.93
PitneyBowes(PBI) 28715 220.1 6.16 +0.63 MAG Silver(MAG) 3051 31.3 20.52 +1.88 KeyTronic(KTCC) 681 366.2 6.90 –0.83
NYSE AMERICAN BIGGEST % MOVERS

ci on
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.
NIO(NIO) 471523 48.74 +2.97 +6.5 Zomedica(ZOM) 457479 0.23 +0.00 +0.7 Apple(AAPL) 440917 132.69 +0.72 +0.5
AeroCentury(ACY) 76943 10.75 +8.06 +299.6
Alibaba(BABA) 211433 232.73 +10.73 +4.8 AeroCentury(ACY) 76943 10.75 +8.06+299.6 FuelCell(FCEL) 219807 11.17 –1.13 –9.2
IndonesiaEnergy(INDO) 10763 7.50 +3.69 +96.6
GeneralElec(GE) 205046 10.80 +0.15 +1.4 DPW(DPW) 67258 4.35 +0.54 +14.2 AmerAirlines(AAL) 219769 15.77 +0.11 +0.7

er s
UnvlSecInstr(UUU) 37178 5.01 +2.10 +72.2
PalantirTech(PLTR) 177488 23.55 –4.20 –15.1 MatinasBioPharma(MTNB) 67057 1.36 +0.42 +45.0 Intel(INTC) 171749 49.82 +2.75 +5.8
SifcoInd(SIF) 2360 8.40 +3.10 +58.5
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

fuboTV(FUBO) 165775 28.00 –16.18 –36.6 AmpioPharm(AMPE) 48178 1.59 –0.53 –25.0 Tesla(TSLA) 147585 705.67 +43.90 +6.6
Ashford(AINC) 12031 8.58 +2.98 +53.2
LGL Group(LGL) 89 12.54 +2.58 +25.9
m er
FordMotor(F) 154190 8.79 –0.07 –0.8 Oragenics(OGEN) 46539 0.45 +0.02 +4.4 AdvMicroDevices(AMD) 113139 91.71 –0.10 –0.1
AT&T(T) 151160 28.76 +0.07 +0.2 Senseonics(SENS) 42155 0.87 –0.04 –4.2 Canaan(CAN) 105741 5.93 +2.20 +59.0
GrupoSimec(SIM) 39 12.80 +2.29 +21.8
Macy's(M) 135533 11.25 +0.50 +4.7 UnvlSecInstr(UUU) 37178 5.01 +2.10 +72.2 Moderna(MRNA) 102080 104.47 –18.92 –15.3
1847Goedeker(GOED) 709 8.42 +1.23 +17.1
BankofAmerica(BAC) 121206 30.31 +0.35 +1.2 RegionalHealth(RHE) 35827 3.58 +1.96+121.0 Nikola(NKLA) 98218 15.26 +1.51 +11.0
AMC Ent(AMC) 113408 2.12 –0.39 –15.5 NorthernDynasty(NAK) 35162 0.32 –0.01 –4.0 MicroVision(MVIS) 82079 5.38 –1.17 –17.9
m rp
Losers
Name (Sym) Volume Close Change %Chg. Carnival(CCL) 109200 21.66 +0.82 +3.9 PalatinTech(PTN) 32508 0.68 +0.01 +1.3 Microsoft(MSFT) 76528 222.42 –0.33 –0.1
Pfizer(PFE) 105772 36.81 –0.46 –1.2 iBio(IBIO) 30855 1.05 –0.11 –9.5 LiAuto(LI) 73875 28.83 –0.49 –1.7
ActiniumPharm(ATNM) 7082 7.80 –3.25 –29.4
ItauUnibanco(ITUB) 99832 6.09 –0.10 –1.6 AgEagleAerial(UAVS) 22955 6.00 –0.58 –8.8 Pinduoduo(PDD) 68472 177.67 +24.92 +16.3
AmpioPharm(AMPE) 48178 1.59 –0.53 –25.0
XPeng(XPEV) 97620 42.83 +0.96 +2.3 TransEnterix(TRXC) 20599 0.63 +0.05 +9.5 Facebook(FB) 64377 273.16 +5.76 +2.2
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Parts Id(ID) 1691 6.36 –1.94 –23.4


Snap(SNAP) 97012 50.07 –0.08 –0.2 GranTierraEner(GTE) 19637 0.36 +0.02 +5.2 TonixPharm(TNXP) 61344 0.68 +0.01 +1.5
NanoViricides(NNVC) 1550 2.87 –0.64 –18.2
EnergyTransfer(ET) 94147 6.18 –0.26 –4.0 EnergyFuels(UUUU) 19575 4.26 +0.11 +2.7 SiriusXM(SIRI) 60707 6.37 +0.07 +1.0
co o

LairdSuperfood(LSF) 286 47.32 –9.78 –17.1


ExxonMobil(XOM) 90734 41.22 –0.38 –0.9 PEDEVCO(PED) 19248 1.51 +0.29 +23.8 Zynga(ZNGA) 59705 9.87 –0.04 –0.4
CentrusEnergy(LEU) 979 23.13 –4.72 –16.9
SouthwesternEner(SWN) 83228 2.98 –0.41 –12.1 InspireMD(NSPR) 18624 0.34 –0.03 –7.9 AstraZeneca(AZN) 57741 49.99 +1.47 +3.0
NuverraEnvl(NES) 514 2.13 –0.43 –16.8
F

WellsFargo(WFC) 80822 30.18 +0.34 +1.1 NewGold(NGD) 18538 2.19 –0.02 –0.9 EbangIntl(EBON) 54943 6.07 +1.39 +29.7
GoldResource(GORO) 5542 2.91 –0.47 –13.9
Transocean(RIG) 73126 2.31 +0.11 +5.0 B2Gold(BTG) 17900 5.60 +0.00 +0.0 Cinedigm(CIDM) 53330 0.64 +0.00 +0.8
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) 48560872 232.73 +10.73 +4.8 AeroCentury(ACY) 854250 10.75 +8.06+299.6 Tesla(TSLA) 100212714 705.67 +43.90 +6.6
Canaan(CAN) 105741 5.93 +2.20 +59.0 NIO(NIO) 21857634 48.74 +2.97 +6.5 CheniereEnergy(LNG) 461313 60.03 +2.13 +3.7 Apple(AAPL) 59097495 132.69 +0.72 +0.5
CodiakBioSci(CDAK) 955 32.30 +9.32 +40.6 Boeing(BA) 9676894 214.06 –3.09 –1.4 DPW(DPW) 316931 4.35 +0.54 +14.2 Amazon.com(AMZN) 547101643256.93 +84.24 +2.7
EyePointPharm(EYPT) 1557 6.58 +1.59 +31.9 Square(SQ) 9533639 217.64 –10.64 –4.7 UnvlSecInstr(UUU) 300247 5.01 +2.10 +72.2 Facebook(FB) 17601916 273.16 +5.76 +2.2
EbangIntl(EBON) 54943 6.07 +1.39 +29.7 Disney(DIS) 6930287 181.18 +7.45 +4.3 RegionalHealth(RHE) 194094 3.58 +1.96+121.0 Microsoft(MSFT) 16988287 222.42 –0.33 –0.1
SilverbackTherap(SBTX) 553 46.34 +10.57 +29.5 Visa(V) 5762715 218.73 +10.03 +4.8 AgEagleAerial(UAVS) 146742 6.00 –0.58 –8.8 Moderna(MRNA) 11403377 104.47 –18.92 –15.3
n-

Conifer(CNFR) 12923 3.29 +0.71 +27.5 Shopify(SHOP) 56926891131.95 –93.57 –7.6 Zomedica(ZOM) 112761 0.23 +0.00 +0.7 Pinduoduo(PDD) 11391157 177.67 +24.92 +16.3
Immersion(IMMR) 47665 11.29 +2.36 +26.4 fuboTV(FUBO) 5549106 28.00 –16.18 –36.6 Ashford(AINC) 105313 8.58 +2.98 +53.2 Baidu(BIDU) 11055103 216.24 +25.22 +13.2
Digirad(DRAD) 4027 3.59 +0.73 +25.5 Snowflake(SNOW) 5238946 281.40 –41.64 –12.9 B2Gold(BTG) 100118 5.60 +0.00 +0.0 NVIDIA(NVDA) 10357697 522.20 +2.45 +0.5
Salesforce.com(CRM) 5153478 222.53 –3.25 –1.4 IndonesiaEnergy(INDO) 98789 7.50 +3.69 +96.6 AdvMicroDevices(AMD) 10320317 91.71 –0.10 –0.1
Losers
no

QuantumScape(QS) 5052190 84.45 –30.32 –26.4 EnergyFuels(UUUU) 85268 4.26 +0.11 +2.7 ZoomVideo(ZM) 9652673 337.32 –37.85 –10.1
Name (Sym) Volume Close Change %Chg. Snap(SNAP) 4918579 50.07 –0.08 –0.2 MatinasBioPharma(MTNB) 82469 1.36 +0.42 +45.0 Alphabet C(GOOG) 88020301751.88 +13.03 +0.7
ApreaTherap(APRE) 28981 4.92 –20.17 –80.4 Mastercard(MA) 4674002 356.94 +20.94 +6.2 AmpioPharm(AMPE) 80320 1.59 –0.53 –25.0 Intel(INTC) 8367292 49.82 +2.75 +5.8
ArcturusTherap(ARCT) 28023 43.38 –54.75 –55.8 PalantirTech(PLTR) 4456813 23.55 –4.20 –15.1 MAG Silver(MAG) 60602 20.52 +1.88 +10.1 Alphabet A(GOOGL) 78501451752.64 +18.48 +1.1
AirT(AIRT) 2681 24.90 –13.48 –35.1 AT&T(T) 4299410 28.76 +0.07 +0.2 ActiniumPharm(ATNM) 59826 7.80 –3.25 –29.4 Netflix(NFLX) 7478129 540.73 +26.76 +5.2
GBS(GBS) 2993 7.40 –3.15 –29.9 JPMorganChase(JPM) 4044298 127.07 +2.55 +2.0 AlphaProTech(APT) 48139 11.15 –1.10 –9.0 PayPal(PYPL) 6130096 234.20 –4.44 –1.9
KymeraTherap(KYMR) 862 62.00 –24.10 –28.0 XPeng(XPEV) 3977979 42.83 +0.96 +2.3 RetractableTechs(RVP) 47225 10.74 –0.56 –5.0 TradeDesk(TTD) 5002194 801.00–130.77 –14.0
ScopusBio(SCPS) 735 14.84 –5.42 –26.8 Pfizer(PFE) 3871982 36.81 –0.46 –1.2 NewGold(NGD) 40954 2.19 –0.02 –0.9 Peloton(PTON) 4898202 151.72 –11.00 –6.8
Inhibrx(INBX) 340 32.97 –11.33 –25.6 ExxonMobil(XOM) 3762250 41.22 –0.38 –0.9 SilvercorpMetals(SVM) 39577 6.69 +0.16 +2.5 Roku(ROKU) 4634940 332.02 –24.97 –7.0
NurixTherap(NRIX) 755 32.88 –10.96 –25.0 BankofAmerica(BAC) 3640203 30.31 +0.35 +1.2 EquinoxGold(EQX) 39239 10.34 –0.05 –0.5 MicronTech(MU) 3807279 75.18 +4.60 +6.5

Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer
than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock
split or stock dividend amounting to 10% or more. X-Ex-dividend
M10 BARRON’S January 4, 2021

Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment outcome is the termination of these exclu- Intel • INTC-Nasdaq

sive relationships, though it is difficult to Underperform • Price $47.07 on Dec. 29


and research firms. The reports are a sampling of analysts’ thinking; they should not quantify the potential revenue impact (for by RBC Capital Markets
be considered the views or recommendations of Barron’s. Some of the reports’ issuers example, from consumers shifting buying
have provided, or hope to provide, investment-banking or other services to the to other platforms). With the shares down [Activist investor] Third Point is report-

.
companies being analyzed. about 20% from their recent highs, we be- edly pushing Intel to look at strategic

ly
lieve Alibaba is largely pricing in these alternatives—specifically, separating its
concerns, and we remain buyers. chip design from its fabrication-plant man-
BlackRock • BLK-NYSE on therapeutics, life sciences, and sustain- Separately, it has been reported that finan- ufacturing operations and [stepping up

on
Overweight • Price $706.28 on Dec. 30 able manufacturing] have taken off, follow- cial regulators will meet with Alibaba affiliate efforts to retain] talented designers, who
by Wells Fargo Securities ing a strong third-quarter report, in- Ant Financial Group in the coming days. Ali- reportedly have been leaving] due to de-
creased expectations for growth into next baba Group owns about 33% of Ant [whose moralization. [The stock moved up on the
We are raising our earnings estimates, pri- year, and acquisition/joint venture activity. initial-public-offering plans were abruptly news.] However, we think the intraday

us ,
marily to reflect market appreciation and Proceeds from the recent offering are halted by Chinese authorities recently]. The move is overdone, given that most inves-

l
positive currency adjustments that exceed expected to boost the company’s cash on timing of the IPO remains highly uncertain, tors we speak with believe that Intel will

e
al a
our standard quarterly assumptions. hand to more than $140 million, enough to and Ant Financial may be required to make likely outsource part of its manufacturing
Our fourth-quarter earnings estimate cover several years’ cash burn of roughly concessions to the Chinese government, and to [Taiwan Semiconductor (ticker: TSM)

ci on
increases from $7.95 a share to $8.89, rais- $20 million to $22 million annually. Our face tighter regulatory control. or Samsung Electronics (Korea.005930)].
ing our 2020 estimate from $31.60 to $32.53. increased price target represents 27 times
Our forecasts rise from $33.90 to $35.75 for estimated revenue for 2020, the average
2021 and from $38.15 to $40.10 for 2022. Our price/revenue multiple for our six-member INSIDER TRANSACTIONS: Recent Filings
12-month stock-price target increases from bioprocessing stock group. Purchases Sales

er s
$ Val $ Val
$700 to $805 (based on a market multiple of Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

22.5 times our 2021 earnings estimate). IMAX • IMAX-NYSE


Odonate TherapeuticsODT 2 675,784 11,045 Dell Technologies DELL 2 409,427 29,823
We expect BlackRock to continue to
m er
Buy • Price $17.70 on Dec. 29 Steel Partners SPLP 3 215,995 1,968 Bandwidth BAND 1 173,179 29,439
Fidelity National Financial FNF 1 29,100 1,119 Immersion IMMR 2 2,702,447 26,485
generate superior organic growth, which, by B. Riley Securities Greif GEF.B 1 20,250 1,001 Bancorpsouth BankBXS 1 900,000 24,543
in our view, is a more reliable thesis than Icahn Enterprises IEP 1 19,285 984 Peloton Interactive PTON 2 154,688 24,319
the mergers-and-acquisitions speculation IMAX is our favorite play in media and First Choice FCBP 7 18,378 334 Square SQ 1 100,000 22,743
m rp
Scynexis SCYX 5 51,800 324 Datadog DDOG 2 187,500 19,201
currently affecting some asset managers’ entertainment heading into the pandemic Cellectar Biosciences CLRB 3 74,074 163 Crowdstrike CRWD 2 86,667 18,548
stocks. We see fourth-quarter growth of recovery. We believe recent indicators are Barnes & Noble Education BNED 1 29,000 142 Twilio TWLO 1 49,500 18,007
Mirum Pharmaceuticals MIRM 2 7,470 139 Option Care Health OPCH 2 1,200,000 18,000
8.8% in assets under management, raising helping to push our thesis to reality. With
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Norwood Financial NWFL 1 5,000 134 Facebook FB 1 56,250 15,658


the total to $8.499 trillion. Excluding advi- IMAX shares up about 60% over the past Midwest MDWT 1 2,000 120 Zscaler ZS 1 75,000 15,467
sory AUM, this indicated quarter-over- two months, versus around 13% for the S&P Century Bancorp CNBKA 3 1,445 111 Enphase Energy ENPH 2 84,382 15,172
co o

Continental Resources CLR 1 5,917 101 Adaptive Biotechnologies ADPT 4 236,560 14,586
quarter gain of $689 billion includes $128 500 and within about 2% of our prior, $18
Clearside Biomedical CLSD 1 51,195 100 Marriott International MAR 1 100,000 12,872
billion for total net inflows (with annualized price target, we had to make a choice. We American Virtual Cloud Technologies AVCT 1 15,000 80 Ares Management ARES 1 259,592 12,509
F

organic growth of 6.5%, likely well above believe that the positive underlying demand Tricida TCDA 1 10,000 76 Winnebago Industries WGO 1 200,000 12,260
Golub Capital Bdc GBDC 1 4,000 55 Pinterest PINS 3 149,838 10,693
industry levels); $490 billion for market ap- trends within the industry, along with our Kingsway Financial Services KFS 1 11,432 54 Teradyne TER 2 87,992 10,393
preciation (a 6.3% return, in keeping with view of IMAX’s improving position, provide Vistra VST 1 3,000 52 Carvana CVNA 1 40,000 9,893
the 11% increase in the S&P 500 index so a rationale to raise our target to $26. 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
far in the quarter and BlackRock’s 56% We are comfortable in both increasing our 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
portfolio weighting in equities and multi- target multiple from 10 times Ebitda to 11 shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales,
asset holdings, as of Sept 30); and a positive times, and shifting that figure from our 2021 and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

currency adjustment of $71 billion (mainly estimate to 2022. However, we would not be
on strength in the euro and British pound. surprised if that $26 target proves to be INSIDER TRANSACTIONS RATIO
n-

conservative as we move through 2021.


60
Codexis • CDXS-Nasdaq
Buy • Price $21.66 on Dec. 30 Alibaba Group Holding • BABA-NYSE 50
by Benchmark Strong Buy • Price $256.18 on Dec. 24
no

40
by Raymond James Bearish Ratio = 20
We are adjusting our 2021 earnings fore- 30
cast to reflect a recent equity offering, and Alibaba’s shares were down 3% after hours
20
we are also increasing our stock-price tar- following the news that Chinese regulators
get to $29 from $21. After treading water had announced an investigation into the 10
for much of this pandemic year, shares of company for suspected monopolistic behav- Bullish
0
Codexis [a biotechnology company focused ior. The probe largely surrounds merchants J F M A M J J A S O N D
being required to sign exclusive pacts pre-
To be considered for this section, material venting their offerings from being sold on 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. other platforms. We believe the most likely The total top 20 sales and buys are 360,609,475 and 18,101,614 respectively; Source: Thomson Reuters
January 4, 2021 BARRON’S M11

Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron’s.
“2020...will likely close out the slowest decade of population growth in the nation’s history. Stalling
population growth could have major implications for potential economic output in the longer term.”

.
—MARK VITNER, CHARLES DOUGHERTY, NICOLE CERVI, Wells Fargo Securities

ly
Alarming Demographic Trends tors including sizeable holiday-related sea- decline and the dollar will bounce. haps a higher inflation rate, and that may
sonal adjustment that may distort outcomes, —JIM WELSH cause yields to rise. We believe this will hap-

on
Economics Group as patterns are anything but normal at the pen even with a Republican Senate, although
Wells Fargo Securities moment. Other tough-to-assess factors in- Personal Savings Rate Soars at a slower pace. President-elect Biden still
wellsfargo.com clude the degree of pandemic-related soft- has good relationships with senators who
ness in the service sector, and the speed at Telemus Special Market Commentary were in office when he was a senator more

us ,
The U.S. population increased 0.4% in 2020, which underlying gains are slowing as the Telemus than 12 years ago, and those relationships

l
to 329 million, marking the lowest growth initial post-lockdown bounce fades. telemus.com should foster some measure of greater coop-

e
al a
rate since at least 1900. With a falling birth With those caveats in mind, expectations eration. We think we’ll see rates back to
rate and an aging population, overall growth concerning December nonfarm payrolls are The Federal Reserve Bank of New York where they were at the end of last year; but

ci on
has slowed over the past five years. In fact, widely scattered (the overall range is cur- compiled a useful analysis in October, exam- certainly, halfway between where they were
2020’s projection will likely close out the rently -175K to +200K), with very early me- ining what happened with the first round of then and where they are now is a reasonable
slowest decade of population growth in the dians of roughly +60K for the total and stimulus payments that were issued this approximation of where we think yields will
nation’s history. Stalling population growth +75K for private payrolls. The unemploy- past spring. In summarizing their analysis, be midyear.
could have major implications for potential ment rate is seen remaining near the previ- roughly one-third was saved, one-third was —JOHN R. MOUSSEAU

er s
economic output in the longer term. While ous 6.7%, the average workweek is generally spent, and one-third was used to pay down
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

these estimates precede and are collected expected to remain at 34.8 hours, and the debt. The New York Fed also surveyed A Brighter Outlook for Tin
independently from the 2020 decennial cen-
m er
median forecast for average hourly earnings where further rounds of direct payments
sus, they provide useful insight into national is for a 0.2% month-to-month gains. might be allocated. Respondents indicated Ahead of the Herd
and regional population trends. —JOSHUA SHAPIRO that a greater percentage, roughly 45%, of Northern Venture Group
Sixteen states saw growth pick up over any future stimulus would be saved. Since Aheadoftheherd.com
m rp
the year, and 34 states are growing. Resi- Investors, Beware Complacency the pandemic began, the personal savings
dents continued to flock to the West (+0.5%) rate has accelerated. Prior to 2020, Ameri- Tin isn’t the most exciting metal, but it will
and the South (+0.8%), which saw the larg- Weekly Technical Review cans had been saving between 7% and 8% of play an important role in developing a new
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

est gain of the Census regions. The South Macro Tides their income. The savings rate spiked to economy, reliant on green energy, electric ve-
added just over 976,000 residents in 2020, macrotides.com 33.7% in April, and while trending down, re- hicles, and advanced technologies like 5G, the
co o

with Texas (+1.3%), South Carolina (+1.2%), mains elevated at 13.6% as of October. We Internet of Things, and artificial intelligence.
and Florida (+1.1%) posting the fastest in- Investors truly believe that markets are a expect a meaningful portion of the latest For such a small market, tin has an impres-
F

creases and each ranking among the top 10 discounting mechanism and that the stock round of direct payments to be saved, fur- sive array of current and potential uses, put-
fastest-growing states. In the West, Idaho market is now telling them that 2021 is go- ther strengthening the financial position of ting it in the same league as silver, as a metal
(+2.1%), Arizona (1.8%), Nevada (+1.5%), ing to be a good year for the economy. This the average consumer. essential to modern electronics. Its primary
and Utah (1.5%) contributed nearly three- conclusion is easy to reach if one believes —MATT DMYTRYSZYN use in tin-lead solder practically guarantees
quarters of the region’s 354,000 population vaccinations will proceed without a hiccup tin will enjoy steady demand for years,
gain and saw the healthiest growth rates in and herd immunity will be achieved by Georgia (Election) on Our Mind maybe even decades to come. This more than
the country. An affordability migration away mid-2021. But the majority of investors are makes up for tin’s declining usage in kitchen
from high-cost urban centers is helping fuel wrong at important turning points, which is Cumberland Advisors Market Commentary foil and metal beverage containers.
population growth in these regions. why the majority of investors are bullish as Cumberland Advisors This year, the tin price took a hit from the
n-

—MARK VITNER, CHARLES DOUGHERTY, NICOLE the market peaks and bearish when it bot- cumber.com pandemic, but stormed back, gaining 45%
CERVI toms. Measures of investment sentiment since a mid-March low. When global eco-
show that investors are currently wildly As we enter 2021, we are very focused on the nomic growth resumes, following the rollout
Previewing December Jobs Data bullish, so the risk is that they are too com- Jan. 5 Senate runoffs in Georgia. A Demo- of vaccines, demand for tin and other indus-
no

placent about the near-term risk of a Per- cratic victory in both races puts that party in trial metals will surely pick up. When we fac-
Commentary & Analysis fect Covid-19 Storm and how smoothly the control of both houses of Congress, along tor in current and future supply shortages
Maria Fiorini Ramirez vaccines will be distributed in coming with a new Democratic administration led by predicted by the experts, tin looks increas-
mfr.com months. If this assessment is accurate, the President-elect Biden. Our view is that this ingly like a metal that forward-looking re-
stock market could be vulnerable to a quick, outcome would lead to more spending—in source investors should have on their radar.
Friday, Jan. 8, delivers the December em- sharp correction, as investors are con- greater amounts and on a faster pace than if —RICHARD (RICK) MILLS
ployment report, along with November fronted with a less rosy perspective. If the the Republicans hold the Senate, which they
wholesale inventories and November con- stock market experiences a correction in can do with a Republican outcome in either To be considered for this section, material, with
sumer credit. The jobs data are tougher January, Treasury yields will fall as bond race. We think bond market participants will the author’s name and address, should be sent
than usual to predict, with complicating fac- prices rise. Gold, silver, and gold stocks will start to discount increased spending, and per- to MarketWatch@barrons.com.
M12 BARRON’S January 4, 2021

New York Stock Exchange Composite List


52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
NOTICE TO READERS: 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.
83.28 38.88 AshlandGlobal ASH 1.4 dd 79.20 –0.02 .275 681.95 250.50 BiglariA BH.A ... dd 585.00 –44.95 ... 181.13 81.11 CNOOC CEO 8.2 7 91.65 –2.90 2.5806
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 18.22 4.09 AspenAerogels ASPN ... dd 16.69 –1.02 ... 135.00 37.85 BiglariB BH ... dd 111.20 –13.23 ... 14.19 4.26 CNX Resources CNX ... dd 10.80 –0.66 ...
10.57 9.85 AspirCnsUn ASPL.UT ... ... 10.45 +0.05 ... 154.03 23.61 Bill.com BILL ... dd 136.50 –11.89 ... 15.12 3.35 CONSOL Energy CEIX ... dd 7.21 +0.62 ...
10.26 9.65 AspirCnsA ASPL ... ... 9.97 –0.05 ... 100.77 26.56 BiohavenPharm BHVN ... dd 85.71 –4.56 ... 43.07 17.73 CRH CRH 2.1 20 42.58 +0.19 .215
1.30 0.73 AspirCnsWt ASPL.WT ... ... 1.06 –0.17 ... 648.39 309.38 Bio-RadLab A BIO ... 5 582.94 +7.87 ... 35.35 17.92 CTS CTS .5 38 34.33 +0.63 .04
Please visit the new Market Lab home page on barrons.com under Data. 34.02
22.13
13.94
10.23
AssetMarkFin
AssociatedBanc
AMK
ASB
...
4.2
dd
9
24.20
17.05
+0.09
+0.01
...
.18
642.05
87.12
324.07
48.07
Bio-RadLab B
BlackHills
BIO.B
BKH
...
3.7
5
17
574.15
61.45
+2.15
+1.50
...
.565
183.90
20.81
90.03
3.43
C3.ai
Curo CURO
AI ...
1.5
...
6
138.75
14.33
–22.25
–0.18
...
.055
www.barrons.com/market-data/market-lab 65.08
142.61
24.19
76.27
AssocCapital
Assurant
AC
AIZ
.6
1.9
dd
21
35.12
136.22
–0.97
+3.60
.10
.66
97.19
13.54
50.01
4.04
BlackKnight
BlackStoneMin
BKI
BSM
...
9.0
62
12
88.35
6.68
+0.39
–0.20
...
.15
40.86
31.50
9.81
5.75
CVR Energy
CVR Partners
CVI
UAN
.0
...
dd
dd
14.90
16.02
+0.24
+0.86
.40
...
49.47 13.64 AssuredGuaranty AGO 2.5 8 31.49 –0.24 .20 9.69 2.70 BlackBerry BB ... dd 6.63 –0.43 ... 76.44 52.04 CVS Health CVS 2.9 11 68.30 +0.33 .50
23.92 1.20 AtHomeGroup HOME ... dd 15.46 –0.60 ... 722.42 323.98 BlackRock BLK 2.0 24 721.54 +14.36 3.63 2326.80 1031.39 CableOne CABO .4 52 2227.72 –33.14 2.50
52-Week Tick Div 52-Week Tick Div 18.59 3.78 Atento ATTO ... dd 13.60 +1.02 ... 65.75 33.00 Blackstone BX 2.9 60 64.81 –0.18 .54 48.18 20.00 Cabot CBT 3.1 dd 44.88 +0.56 .35
50.43 13.37 Athene ATH ... 10 43.14 +0.76 ... 40.62 12.67 BlackstoneMtg BXMT 9.0 30 27.53 –0.88 .62 22.67 13.06 CabotOil COG 2.5 31 16.28 –0.66 .10
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 44.99 10.85 AtkoreIntl ATKR ... 13 41.11 +0.06 ... 25.11 11.29 BlockHR HRB 6.6 16 15.86 +0.39 .26 35.28 8.16 Cactus WHD 1.4 28 26.07 +0.13 .09
11.00 9.51 AlussaEnergy ALUS.UT ... ... 10.89 +0.24 ... 2.54 1.70 AtlanticPower AT ... dd 2.10 +0.13 ... 31.58 3.00 BloomEnergy BE ... dd 28.66 –1.86 ... 18.24 4.63 CadenceBancorp CADE 2.1 dd 16.42 +0.12 .075
A 10.45 9.25 AlussaEnergyA ALUS ... cc 10.06 –0.15 ... 10.97 9.82 AtlStreetAcqn ASAQ.UT ... ... 10.60 +0.11 ... 28.84 2.01 BlueApron APRN ... dd 5.59 –0.95 ... 31.56 9.80 CAE CAE ... cc 27.74 +0.82 ...

.
1.70 0.47 AlussaEnergyWt ALUS.WT ... ... 1.23 –0.12 ... 10.15 9.55 AtlStreetAcqn ASAQ ... ... 10.08 +0.03 ... 10.48 3.25 BluegreenVac BXG .0 50 7.94 +0.99 1.19 23.98 3.12 Caleres CAL 1.8 dd 15.65 +2.17 .07
22.90 8.74 AmbacFin AMBC ... dd 15.38 –1.32 ... ... ... AtlStreetAcqnWt ASAQ.WT ... ... 1.10 ... ... 18.33 4.24 BluegreenVac BVH .0 dd 13.53 +0.64 .0479 27.90 10.99 CaliforniaRscs CRC ... dd 23.59 +2.27 ...
14.62 5.39 Atlas ATCO 4.6 12 10.84 +0.27 .125 30.35 3.60 BlueLinx BXC ... 6 29.26 –0.11 ... 57.36 39.74 CalWtrSvc CWT 1.6 29 54.03 +1.02 .2125

ly
47.99 8.56 AAR AIR .8 dd 36.22 +0.73 .075 10.53 3.24 AmbacFinWt AMBC.WT ... ... 4.43 –0.99 ...
28.11 14.71 ABB ABB 2.4 11 27.96 +0.31 .8252 4.73 1.90 Ambev ABEV ... 26 3.06 +0.01 ... 11.04 9.93 AtlasCrestInvt ACIC.UT ... ... 10.55 –0.12 ... 12.39 9.85 BluescapeOpps BOAC.UT ... ... 11.16 –0.92 ... 33.05 5.61 Calix CALX ... cc 29.76 –2.15 ...
41.79 19.79 ABMIndustries ABM 2.0 dd 37.84 +0.13 .19 12.40 5.80 Amcor AMCR 4.0 25 11.77 +0.13 .1175 11.82 9.73 AtlasCrestInvt ACIC ... ... 10.06 +0.03 ... 13.09 10.03 BluescapeOppsAcqn BOAC ... ... 10.38 –0.73 ... 25.36 4.75 CallawayGolf ELY .0 dd 24.01 –0.37 .01
11.38 3.51 ACCO Brands ACCO 3.1 11 8.45 –0.08 .065 23 2.35 1.30 AtlasCrestInvtWt ACIC.WT ... ... 1.90 –0.04 ... 2.99 1.39 BluescapeOppsWt BOAC.WT ... ... 2.00 –0.13 ... 49.80 3.80 CallonPetrol CPE ... dd 13.16 –0.60 ...
87.66 58.74 Ameren AEE 2.6 78.06 +1.59 .515 121.08 77.92 AtmosEnergy ATO 2.6 19 95.43 +2.66 .625 349.95 89.00 Boeing BA .0 dd 214.06 –3.09 2.055 120.73 62.48 CamdenProperty CPT 3.3 52 99.92 +1.22 .83
56.59 25.11 ADC Therap ADCT ... dd 32.01 –4.98 ... 54.79 13.38 Ameresco AMRC ... 48 52.24 +2.85 ...
17.21 3.41 ADT ADT 1.8 dd 7.85 –0.25 .035 27.84 3.71 AuroraCannabis ACB ... dd 8.31 –0.56 ... 50.35 20.08 BoiseCascade BCC .8 12 47.80 –1.75 .10 14.42 5.30 Cameco CCJ .5 ... 13.40 –0.13 .0609
18.04 10.12 AmericaMovil AMX 2.4 36 14.54 +0.27 .1771
11.35 9.90 AEA-Bridges IMPX.UT ... ... 10.85 –0.26 ... 17.94 10.41 AmericaMovil A AMOV 2.4 36 14.62 +0.56 .1771
107.92 59.54 Autohome ATHM .8 25 99.62 +4.50 .77 25.80 8.25 BonanzaCreekEner BCEI ... 10 19.33 –0.84 ... 57.54 40.70 CampbellSoup CPB 3.1 20 48.35 –0.20 .37
10.60 9.65 AEA-BridgesA IMPX ... ... 10.10 –0.28 ... 95.43 38.16 Autoliv ALV .0 52 92.10 –0.46 .62 48.11 8.03 BootBarn BOOT ... 36 43.36 +2.88 ... 42.49 3.40 CampingWorld CWH 1.4 13 26.05 –3.14 .14

on
48.15 20.15 AmericanAssets AAT 3.5 46 28.88 +0.43 .25 70.88
1.84 0.65 AEA-BridgesWt IMPX.WT ... ... 1.54 –0.06 ... 10.99 2.50 AmericanAxle AXL ... dd 8.34 +0.11 ...
20.59 AutoNation AN ... 16 69.79 +1.74 ... 91.21 54.37 BoozAllen BAH 1.4 24 87.18 –0.19 .31 39.32 12.94 CanadaGoose GOOS ... 53 29.77 –1.08 ...
53.21 21.76 AECOM ACM ... dd 49.78 +1.12 ... 84
1267.93 684.91 AutoZone AZO ... 16 1185.44 –18.78 ... 10.43 4.06 BoqiiHolding BQ ... dd 5.21 –1.28 ... 88.15 46.45 CIBC CM 5.3 14 85.47 –1.84 1.1342
49.02 20.13 AmCampus ACC 4.4 42.77 –0.73 .47
23.62 8.11 AES AES 2.6 dd 23.50 +0.23 .1505 20.69 6.54 AmerEagle AEO 2.7 dd 20.07 +0.24 .1375
184.41 55.50 Avalara AVLR ... dd 164.89 –15.62 ... 44.05 17.00 BorgWarner BWA 1.8 22 38.64 –0.32 .17 112.97 65.13 CanNtlRlwy CNI 1.6 31 109.85 +0.13 .438
53.46 23.07 Aflac AFL 3.0 7 44.47 +0.63 .33 229.40 118.17 Avalonbay AVB 4.0 35 160.43 +2.69 1.59 9.12 0.24 BorrDrilling BORR ... dd .81 –0.10 ... 32.79 6.71 CanNaturalRes CNQ 5.4 dd 24.05 +0.09 .3217
34.25 9.07 AmEqtyLf AEL 1.2 3 27.66 +0.13 .32 57.24 35.62 Avangrid AGR 3.9 22 45.45 +0.57 .44 1092.80 290.02 BostonBeer SAM ... 71 994.29 –20.64 ... 350.19 173.26 CanPacRlwy CP .8 28 346.69 +2.39 .7247
104.60 35.33 AGCO AGCO .6 38 103.09 –0.12 .16 138.13 67.00 AmerExpress AXP 1.4 30 120.91 +3.56 .43
16.70 1.46 AG Mortgage MITT 4.1 dd 2.95 –0.23 .03 50.00 19.46 AvanosMedical AVNS ... cc 45.88 –0.84 ... 147.83 69.69 BostonProps BXP 4.1 15 94.53 +0.60 .98 14.00 4.20 Cango CANG ... 4 7.00 –0.25 ...
115.03 44.01 AmericanFin AFG 2.3 31 87.62 +0.05 2.00 11.50 9.85 AvantiAcqn AVAN.UT ... ... 10.84 –0.01 ... 46.13 24.10 BostonSci BSX ... 14 35.95 +1.36 ... 44.96 20.51 Cannae CNNE ... 3 44.27 +0.64 ...
3.05 1.29 AHBeloA AHC 10.6 dd 1.51 +0.04 .04 32.04 17.50 AmHomes4Rent AMH .7 cc 30.00 +0.53 .05
7.78 1.95 AMC Ent AMC .0 dd 2.12 –0.39 .03 10.83 9.65 AvantiAcqnA AVAN ... ... 10.28 +0.21 ... 22.09 8.64 Box BOX ... dd 18.05 –1.24 ... 28.18 15.46 Canon CAJ 4.9 36 19.41 –0.18 .3765
56.42 16.07 AIG AIG 3.4 dd 37.86 +0.49 .32 2.26

us ,
89.22 36.65 AMN Healthcare AMN ... 37 68.25 –1.04 ... 0.61 AvantiAcqnWt AVAN.WT ... ... 1.51 –0.26 ... 43.81 6.44 BoydGaming BYD ... dd 42.92 +0.32 ... 80.91 20.81 CantelMedical CMD .0 94 78.86 –0.59 .105
14.21 0.09 AIG Wt AIG.WT ... ... .12 –0.05 ... 28.98 6.66 Avantor AVTR ... cc 28.15 +1.08 ... 58.22 33.00 Brady BRC 1.7 26 52.82 +3.12 .22 107.59 38.00 CapitalOne COF .4 50 98.85 +1.55 .10
16.53 5.02 AMTD Intl HKIB ... 14 6.60 ... ... 17.44 5.99 AmRltyInv ARL ... 19 10.90 –0.18 ...
1.60 0.34 ARC Document ARC 2.7 11 1.48 +0.06 .01 21.21 6.13 Avaya AVYA ... dd 19.15 –0.17 ... 9.12 1.14 BraemarHtls BHR ... dd 4.61 +0.47 ... 51.15 6.75 CapitalSrLiving CSU ... dd 12.34 –0.56 ...

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11.98 5.57 AmericanRenal ARA ... dd 11.45 +0.01 ... 10.41
5.94 3.17 ASETech ASX 1.5 16 5.84 +0.10 .1363 96.64 65.11 AmerStWater AWR 1.7 36 79.51 +1.84 .335
156.82 76.96 AveryDennison AVY 1.6 25 155.11 +1.71 .62 16.25 7.48 BrandywineRealty BDN 6.4 7 11.91 +0.15 .19 10.00 CapitolInvtV CAP.UT ... ... 10.30 +0.10 ...
40.96 8.69 Avient AVNT 2.1 54 40.28 +0.05 .2125 5.34 2.50 BrasilAgro LND 2.3 10 5.00 +0.07 .1117 44.55

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87.48 29.04 ASGN ASGN ... 24 83.53 –0.61 ... 5.42 Capri CPRI ... dd 42.00 –0.41 ...

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19 272.20 174.32 AmerTowerREIT AMT 2.0 53 224.46 +5.81 1.21 53.00 32.09 Avista AVA 4.0 22 40.14 +0.22 .405 18.64 3.86 Braskem BAK ... dd 9.01 +0.15 ... 11.25 9.96 Capstar CPSR.UT ... ... 10.85 –0.10 ...
39.55 26.08 AT&T T 7.2 28.76 +0.07 .52 19.60 11.35 AmerVanguard AVD .5 43 15.52 –0.05 .02
10.94 3.43 A10Networks ATEN ... 79 9.86 –0.10 ... 31.26 12.92 AxaltaCoating AXTA ... 72 28.55 –0.21 ... 21.59 5.86 BrighamMin MNRL 10.3 dd 10.99 –0.28 .24 10.43 9.65 CapstarSpacA CPSR ... ... 10.15 –0.11 ...
dd 172.56 92.00 AmerWaterWorks AWK 1.4 42 153.47 +4.33 .55 38.02 13.69 AxosFinancial AX ... 12 37.53 –0.18 ... 177.16 64.23 BrightHorizons BFAM ... cc 172.99 +7.65 ... 1.89 0.50 CapstarSpacWt CPSR.WT ... ... 1.41 –0.16 ...
66.16 31.82 AXIS Capital AXS 3.3 50.39 +0.03 .42 41.80 21.34 AmericanWell AMWL ... dd 25.33 –4.42 ...
42.16 26.35 Azek AZEK ... dd 38.45 –0.80 ... 44.55 5.30 Azul AZUL ... dd 22.82 +1.50 ... 9.75 5.51 BrightScholarEduc BEDU 1.8 31 5.76 –0.08 .12 8.42 1.97 CapsteadMtg CMO 10.3 dd 5.81 +0.01 .15
49.46 19.31 AZZ AZZ 1.4 82 47.44 ... .17 10.34 10.05 AmericasTechAcqn ATA.UT ... ... 10.28 +0.12 ... 43.15 11.75 AzurePowerGlbl AZRE ... dd 40.77 +4.33 ... 19.78 3.61 BrightSphere BSIG .2 10 19.28 +0.28 .01 60.69 39.05 CardinalHealth CAH 3.6 16 53.56 –0.24 .4859

ci on
31.00 16.20 Aaron's AAN ... ... 18.96 +2.18 ... 41.29 23.30 AmericoldRealty COLD 2.3 85 37.33 +0.93 .21 17.25 6.85 BrightView BV ... dd 15.12 +0.21 ... 169.86 97.55 Carlisle CSL 1.3 26 156.18 –1.17 .525
198.16 80.01 Ameriprise AMP 2.1 14 194.33 +4.63 1.04
115.14
109.15
61.61
62.55
AbbottLabs
AbbVie
ABT
ABBV
1.6
4.9
58
23
109.49
107.15
+1.14
+3.89
.45
1.30 111.25
121.69
72.06
54.82
AmerisourceBrgn
Ametek
ABC
AME
1.8
.6
dd
32
97.76
120.94
+0.79
+1.90
.44
.18
B 59.70
97.12
7.00
33.17
BrinkerIntl
Brink's
EAT
BCO
.0
.8
98
dd
56.57
72.00
–1.14
+1.18
.38
.15
109.31
51.94
37.59
7.80
CarMax
Carnival
KMX
CCL
...
.0
21
dd
94.46
21.66
+2.16
+0.82
...
.50
23.82 7.42 Abercrombie&Fitch ANF .0 dd 20.36 +0.27 .20 68.34 45.76 BristolMyers BMY 3.2 dd 62.03 +0.88 .49 49.03 7.08 Carnival CUK 10.7 dd 18.74 +0.75 .50
26.25 9.10 AcadiaRealty AKR .0 54 14.19 +0.23 .29 5.68 2.40 AmnealPharm AMRX ... 11 4.57 +0.14 ... 31.93 10.39 B&G Foods BGS 6.9 14 27.73 –2.76 .475 4.76 0.61 BristolMyersRt BMY.RT ... ... .69 –1.04 ... 50.25 13.60 CarpenterTech CRS 2.7 dd 29.12 +0.49 .20
15.11 5.22 AccelEnt ACEL ... dd 10.10 –0.76 ... 6.81 1.94 Ampco-Pitt AP ... 8 5.48 –0.34 ... 49.26 31.66 BCE BCE 5.9 23 42.80 +0.04 .6518 0.74 0.26 BristolMyersRt CELG.RT .0 ... .35 ... .1479 31.99 13.54 CarriageSvcs CSV 1.3 55 31.32 +0.48 .10
271.18 137.15 Accenture ACN 1.3 32 261.21 +3.91 .88 135.68 63.05 Amphenol APH .9 34 130.77 +1.60 .29 6.54 1.98 BEST BEST ... dd 2.04 –0.09 ... 35.91 10.50 Bristow VTOL ... 52 26.32 –0.28 ... 41.48 11.50 CarrierGlobal CARR 1.3 21 37.72 –0.17 .12
21.00 7.96 AcornIntl ATV ... 7 20.77 +0.26 ... 7.58 0.49 AmplifyEnergy AMPY .0 dd 1.31 –0.16 .10 22.38 5.69 BG Staffing BGSF 3.0 72 13.49 +0.88 .10 45.64 27.32 BritishAmTob BTI 7.1 11 37.49 +0.24 .6721 13.47 3.25 Cars.com CARS ... dd 11.30 –0.14 ...
143.55 67.46 AcuityBrands AYI .4 19 121.09 +2.14 .13 9.08 3.98 Amrep AXR ... dd 8.54 –0.08 ... 66.79 29.78 BHP Group BHP 3.7 21 65.34 +0.19 1.30 21.72 7.51 BrixmorProp BRX 5.2 31 16.55 +0.25 .215 112.46 60.17 Carter's CRI .0 31 94.07 –0.94 .60
42.57 20.65 Acushnet GOLF 1.5 33 40.54 –0.58 .155 76.37 26.04 Anaplan PLAN ... dd 71.85 –0.87 ... 54.41 23.64 BHP Group BBL 4.5 17 53.03 +0.25 1.30 12.81 5.44 BroadmarkRealty BRMK 7.1 21 10.20 –0.03 .06 292.76 22.16 Carvana CVNA ... dd 239.54 –35.17 ...
38.50 12.66 AngloGoldAsh AU ... 33 22.62 –0.30 ...

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8.52 3.31 Adecoagro AGRO ... dd 6.80 +0.80 ... 47.46 18.84 BJ'sWholesale BJ ... 14 37.28 –0.93 ... 0.53 0.15 BroadmarkRltyWt BRMK.WT ... ... .27 +0.02 ... 10.50 9.96 CascadeAcqn CAS.UT ... ... 10.45 +0.20 ...
37.88 5.90 Adient ADNT ... dd 34.77 +0.19 ... 83.54 32.58 AB InBev BUD 1.5 dd 69.91 –0.64 .5669 17.08 6.41 BP Midstream BPMP 13.1 6 10.60 –0.01 .3475 154.22 81.90 BroadridgeFinl BR 1.5 38 153.20 +3.19 .575 15.85 3.15 CasperSleep CSPR ... dd 6.15 –0.82 ...
38.47 19.76 AdtalemGlbEduc ATGE ... 9 33.95 –0.47 ... 10.50 3.51 AnnalyCap NLY 10.8 dd 8.45 +0.01 .22 40.08 14.74 BP BP 9.1 dd 20.52 –0.54 .315 10.85 9.84 BroadstoneAcqn BSN.UT ... ... 10.49 –0.01 ... 1.63 0.60 CastlightHealth CSLT ... dd 1.30 –0.01 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

170.50 71.33 AdvanceAuto AAP .6 23 157.51 –3.17 .25 8.64 1.69 AnteroMidstream AM 16.0 dd 7.71 –0.67 .3075 9.48 1.26 BP Prudhoe BPT 17.8 3 2.38 –0.46 .4242 10.23 9.60 BroadstoneAcqnA BSN ... ... 10.05 +0.09 ... 120.48 31.04 Catalent CTLT ... 66 104.07 –1.24 ...
84.37 22.13 AdvDrainageSys WMS .4 41 83.58 +2.10 .09 5.99 0.64 AnteroResources AR ... dd 5.45 –0.30 ... 9.06 2.27 BRF BRFS ... 14 4.20 –0.12 ... 1.30 0.53 BroadstoneAcqnWt BSN.WT ... ... 1.12 –0.03 ... 11.53 5.13 CatchMarkTimber CTT 5.8 dd 9.36 +0.11 .135
21.27
4.60
8.06
1.80
AdvanSix
Aegon
ASIX
AEG
...
1.5
33
9
19.99
3.95
+0.34
+0.15
...
.071
338.20
3.80
238.19
171.03
0.79
143.93
Anthem
AnworthMtg
Aon
m er ANTM
ANH
AON
1.2
7.4
.9
17
dd
27
321.09
2.71
211.27
+12.42
–0.01
+0.66
.95
.05
.46
18.28
70.57
6.00
40.40
BRT Apartments
BWX Tech
BRT
BWXT
5.8
1.3
dd
21
15.20
60.28
+0.67
+0.14
.22
.19
19.99
8.57
15.90
1.47
Broadstone
BrookdaleSrLiving
BNL
BKD
5.1
...
36
25
19.58
4.43
–0.12
+0.22
.25
...
183.81
17.98
87.50
6.07
Caterpillar
Cato
CAT
CATO
2.3
.0
30
dd
182.02
9.59
+2.46
+1.39
1.03
.33
3.00 1.34 Aenza AENZ ... dd 2.38 –0.03 ... 5.16 0.77 Babcock&Wilcox BW ... dd 3.51 +0.09 ... 45.61 21.57 BrookfieldMgt BAM 1.2 dd 41.27 +0.36 .12 56.53 13.00 CedarFairRec FUN .0 dd 39.34 +0.29 .935
64.86 10.42 AerCap AER ... dd 45.58 +2.05 ... 41.00 35.99 AptIncmREIT AIRC ... ... 38.41 +0.47 ... 96.00 41.50 BadgerMeter BMI .8 57 94.06 +0.35 .18 46.88 18.60 BrookfieldBusPtr BBU .7 dd 37.53 –0.44 .0625 20.33 3.47 CedarRealty CDR 2.6 dd 10.13 +0.44 .066
57.27 32.15 AerojetRocket AJRD .0 35 52.85 ... 5.00 7.42 3.27 ApartmtInv AIV 31.1 5 5.28 +0.29 .9831 25.99 9.12 BakerHughes BKR 3.5 dd 20.85 –0.16 .18 74.60 32.54 BrookfieldInfr BIPC 2.7 ... 72.30 –1.22 .485 138.31 52.70 Celanese CE 1.9 27 129.94 +0.09 .62
103.34 44.37 AffiliatedMgrs AMG .0 44 101.70 –0.04 .01 18.36 4.30 APi Group APG ... ... 18.15 +0.21 ... 102.76 51.26 Ball BLL .6 60 93.18 +0.84 .15 52.72 23.22 BrookfieldInfr BIP 3.9 dd 49.40 –0.83 .485 9.29 2.63 Celestica CLS ... 31 8.07 +0.36 ...
120.24 61.13 AgilentTechs A .7 51 118.49 +1.18 .194 18.76 4.12 ApolloComRlEst ARI 12.5 44 11.17 –0.37 .35 52.98 7.22 Bally's BALY .0 dd 50.23 +1.41 .10 61.49 26.89 BrookfieldRenew BEPC 2.0 ... 58.27 –0.30 .2893 5.15 1.86 CellcomIsrael CEL ... dd 4.85 +0.05 ...
89.23 31.00 AgnicoEagle AEM 2.0 27 70.51 –0.98 .35 55.39 19.46 ApolloGlbMgmt APO 4.7 dd 48.98 –0.11 .51 19.12 6.44 BancCalifornia BANC 1.6 dd 14.71 –0.25 .06 43.42 16.03 BrookfieldRenew BEP 2.7 dd 43.15 +1.32 .2893 9.55 5.54 CementosPacasm CPAC ... 56 7.46 +0.07 ...
m rp
80.51 45.23 AgreeRealty ADC 3.7 36 66.58 +1.91 .62 11.31 9.90 ApolloStratGr APSG.UT ... ... 10.93 +0.10 ... 5.86 2.10 BancoBBVA BBAR ... 3 3.21 +0.07 ... 48.69 30.70 Brown&Brown BRO .8 29 47.41 +1.10 .0925 5.72 1.55 Cemex CX ... dd 5.17 +0.03 ...
49.96 8.41 AirLease AL 1.4 9 44.42 +1.23 .16 10.92 9.65 ApolloStratGrA APSG ... ... 10.41 –0.02 ... 5.80 2.49 BancoBilbaoViz BBVA 4.7 dd 4.94 –0.02 .1744 83.01 41.03 Brown-Forman A BF.A 1.0 38 73.47 +0.47 .1795 10.52 1.41 CenovusEnergy CVE ... dd 6.04 +0.14 ...
327.89 167.43 AirProducts APD 2.0 32 273.22 +4.87 1.34 2.15 1.00 ApolloStratGrWt APSG.WT ... ... 1.88 –0.09 ... 7.92 2.58 BancoBradesco BBDO 1.9 12 4.61 –0.02 .0033 83.40 44.68 Brown-Forman B BF.B .9 41 79.43 +1.40 .1795 74.70 43.96 Centene CNC ... 17 60.03 +2.01 ...
13.20 9.96 AjaxI AJAX.UT ... ... 12.41 –0.09 ... 16.28 4.48 AppleHospREIT APLE .0 dd 12.91 –0.27 .10 23.08 12.50 BancodeChile BCH 3.1 17 20.38 –0.10 .5131 84.00 25.22 Brunswick BC 1.4 18 76.24 –5.25 .27 27.53 11.58 CenterPointEner CNP 3.0 dd 21.64 +0.06 .16
13.35 11.00 AjaxI AJAX ... ... 11.80 –0.35 ... 82.43 30.66 AppliedIndlTechs AIT 1.6 cc 77.99 –0.10 .32 22.71 7.73 Bladex BLX 6.3 9 15.83 +0.49 .25 33.50 11.76 Buckle BKE 3.1 13 29.20 –0.86 2.00 85.24 43.58 Centerspace CSR 4.0 17 70.64 –0.97 .70
4.30 2.50 AjaxIWt AJAX.WT ... ... 3.28 –0.01 ... 137.36 79.84 Aptargroup ATR 1.1 43 136.89 +1.19 .36 37.73 11.45 BancoMacro BMA ... 2 15.57 ... ... 15.36 5.12 Buenaventura BVN ... dd 12.19 –0.07 ... 10.10 2.96 CentraisElBras EBR ... 8 6.99 –0.14 ...
145.35 70.99 AlamoGroup ALG .4 28 137.95 +0.12 .13 131.23 29.22 Aptiv APTV .0 20 130.29 +1.87 .22 12.68 3.69 BancSanBrasil BSBR 1.7 18 8.64 –0.02 .0336 5.68 1.01 Build-A-Bear BBW ... dd 4.27 +0.31 ... 29.63 12.40 CentralPacFin CPF 4.8 14 19.01 ... .23
11.58 3.34 AlamosGold AGI ... 33 8.75 –0.06 ... 47.22 9.65 Aramark ARMK 1.1 dd 38.48 +0.84 .11 24.37 11.43 BcoSantChile BSAC ... 14 18.99 –0.46 ... 66.71 29.00 Bunge BG 3.0 19 65.58 +1.25 .50 4.90 1.86 CentralPuerto CEPU ... 3 2.70 +0.06 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

68.79 20.02 AlaskaAir ALK .0 dd 52.00 –0.25 .375 15.32 3.54 ArborRealty ABR 8.7 15 14.18 +0.13 .32 8.01 2.52 BcoSantMex BSMX ... 8 5.15 +0.09 ... 11.10 3.40 BurfordCapital BUR ... 15 9.67 +0.06 ... 48.87 9.04 CenturyComm CCS ... 9 43.78 –3.69 ...
79.91 30.46 AlbanyIntl AIN 1.1 24 73.42 +0.33 .20 24.03 6.64 ArcelorMittal MT ... dd 22.90 –0.25 ... 4.08 1.68 BancoSantander SAN ... dd 3.05 –0.14 ... 264.48 105.67 BurlingtonStrs BURL ... dd 261.55 +13.67 ... 10.97 9.90 CerberusTele CTAC.UT ... ... 10.66 +0.02 ...
153.48 48.89 Albemarle ALB 1.0 41 147.52 –2.12 .385 75.27 21.80 ArchResources ARCH .0 dd 43.77 +3.22 .50 56.10 16.27 BanColombia CIB 2.8 38 40.18 –0.10 .3086 20.73 8.13 BylineBancorp BY .8 15 15.45 +0.02 .03 11.00 9.73 CerberusTeleA CTAC ... ... 10.21 +0.06 ...
co o

17.78 12.91 Albertsons ACI 2.3 10 17.58 +1.83 .10 52.05 28.92 ArcherDaniels ADM 2.9 18 50.41 +0.97 .36 31.61 17.21 BancorpSouth BXS 2.8 13 27.44 –0.17 .19 3.00 0.65 CerberusTeleWt CTAC.WT ... ... 1.35 –0.04 ...
C
24.17 5.16 Alcoa AA ... dd 23.05 +1.09 ... 10.42 2.09 Archrock AROC 6.7 dd 8.66 –0.09 .145 35.67 17.95 BankofAmerica BAC 2.4 15 30.31 +0.35 .18 111.93 38.40 CeridianHCM CDAY ... cc 106.56 –3.50 ...
68.11 39.37 Alcon ALC ... dd 65.98 +1.11 ... 31.59 5.80 Arconic ARNC ... 20 29.80 +0.64 ... 37.43 13.76 BankofButterfield NTB 5.6 11 31.16 +0.01 .44 34.46 2.89 ChampionX CHX ... dd 15.30 +0.38 ...
23.32 8.32 Alexander&Baldwin ALEX 4.0 cc 17.18 +0.43 .15 8.12 2.92 ArcosDorados ARCO .0 dd 5.03 +0.03 .03 95.53 46.70 BankofHawaii BOH 3.5 18 76.62 –0.40 .67 22.32 4.39 ChannelAdvisor ECOM ... 26 15.98 –0.18 ...
353.55 223.03 Alexanders ALX 6.5 37 277.35 +2.85 4.50 57.26 28.14 Arcosa ACA .4 23 54.93 +0.65 .05 79.93 38.31 BankofMontreal BMO 4.3 13 76.03 +0.13 .8199 288.59 156.15 CACI Intl CACI ... 18 249.33 +2.83 ... 3.83 1.28 CharahSolutions CHRA ... dd 2.87 –0.10 ...
F

179.79 109.22 AlexandriaRlEst ARE 2.4 41 178.22 +3.72 1.09 37.41 8.55 ArcusBiosci RCUS ... dd 25.96 –4.62 ... 51.60 26.40 BankNY Mellon BK 2.9 9 42.44 +1.40 .31 35.76 10.13 CAI Intl CAI 3.2 45 31.24 +0.39 .25 257.88 95.58 CharlesRiverLabs CRL ... 42 249.86 –1.85 ...
16.85 9.53 AlgonquinPwr AQN 3.8 20 16.46 +0.22 .1551 21.54 9.20 Ardagh ARD 3.5 dd 17.21 –0.25 .15 56.78 31.94 BkNovaScotia BNS 5.1 14 54.04 +0.55 .692 22.64 9.39 CBD Pao CBD 1.0 32 14.32 +0.29 .1052 18.38 3.44 ChathamLodging CLDT .0 dd 10.80 –0.49 .11
319.32 169.95 Alibaba BABA ... 34 232.73 +10.73 ... 9.20 2.61 ArdmoreShipping ASC .0 7 3.27 +0.06 .05 36.79 13.47 BankUnited BKU 2.6 17 34.78 +0.64 .23 28.73 16.85 CBIZ CBZ ... 19 26.61 +0.35 ... 4.24 1.64 CheetahMobile CMCM .0 dd 1.80 –0.13 1.42
847.95 426.87 Alleghany Y .0 dd 603.69 +5.54 15.00 17.72 2.78 AresCommRealEst ACRE 11.1 22 11.91 –0.31 .33 9.76 3.41 Barclays BCS ... ... 7.99 –0.12 ... 11.00 10.30 CBRE Acqn CBAH.UT ... ... 10.45 –0.03 ... 95.20 25.89 Chegg CHGG ... dd 90.33 –2.08 ...
20.91 4.95 AlleghenyTechs ATI ... dd 16.77 +0.08 ... 49.86 20.20 AresMgmt ARES 3.4 88 47.05 –2.01 .40 10.59 4.67 BaringsBDC BBDC 7.4 dd 9.20 +0.10 .17 67.70 29.17 CBRE Group CBRE ... 20 62.72 –0.21 ... 543.81 330.01 Chemed CHE .3 32 532.61 –4.13 .34
139.24 77.37 Allegion ALLE 1.1 36 116.38 +3.35 .32 54.50 29.91 Argan AGX 2.2 cc 44.49 +0.27 1.00 5.84 1.11 Barnes&NobleEduc BNED ... dd 4.65 –0.43 ... 12.38 9.14 CC Neuberger I PCPL.UT ... ... 11.85 –0.12 ... 27.87 7.02 Chemours CC 4.0 dd 24.79 –2.13 .25
84.71 48.22 Allete ALE 4.0 18 61.94 +1.37 .6175 70.44 25.00 ArgoGroup ARGO 2.8 dd 43.70 +0.80 .31 68.60 30.22 BarnesGroup B 1.3 30 50.69 +0.03 .16 11.50 9.78 CC NeubergerI A PCPL ... ... 10.84 –0.21 ... 16.34 2.76 CherryHillMtg CHMI 11.8 dd 9.14 –0.18 .27
115.62 20.51 AllianceData ADS 1.1 12 74.10 +2.09 .21 293.78 156.63 AristaNetworks ANET ... 33 290.57 +1.73 ... 31.22 12.65 BarrickGold GOLD 1.4 13 22.78 –0.12 .09 2.91 1.20 CC NeubergerI Wt PCPL.WT ... ... 2.35 –0.21 ... 111.40 69.47 ChesapeakeUtil CPK 1.6 27 108.21 +1.15 .44
36.06 13.24 AllianceBernstein AB 8.3 12 33.77 +0.40 .69 6.77 1.40 ArlingtonAsset AAIC ... dd 3.78 –0.06 ... 30.39 11.15 BauschHealth BHC ... dd 20.80 +0.53 ... 10.86 9.95 CCNeubergerII PRPB.UT ... ... 9.95 –0.85 ... 122.72 51.60 Chevron CVX 6.1 dd 84.45 –0.88 1.29
49.73 26.15 AllisonTransm ALSN 1.6 14 43.13 –0.13 .17 8.91 1.20 ArloTech ARLO ... dd 7.79 –0.24 ... 95.19 69.10 BaxterIntl BAX 1.2 46 80.24 +0.65 .245 10.53 9.72 CCNeubergerII PRPB ... ... 10.40 +0.11 ... 109.73 20.62 Chewy CHWY ... dd 89.89 –14.12 ...
125.92 64.13 Allstate ALL 2.0 8 109.93 +2.74 .54 19.43 6.40 ArmadaHoffler AHH 3.9 25 11.22 +0.10 .11 17.23 4.39 BeazerHomes BZH ... 9 15.15 –1.04 ... 3.08 1.01 CCNeubergerIIWt PRPB.WT ... ... 1.70 –0.15 ... 4.46 0.91 Chico'sFas CHS .0 dd 1.59 +0.10 .09
35.92 10.22 AllyFinancial ALLY 2.1 17 35.66 +1.12 .19 21.15 4.95 ArmourRes ARR 11.1 dd 10.79 +0.08 .10 286.72 197.75 BectonDicknsn BDX 1.3 92 250.22 +2.23 .83 48.19 19.73 CF Industries CF 3.1 29 38.71 +1.90 .30 22.99 6.42 ChimeraInvt CIM 11.7 dd 10.25 –0.36 .30
19.84 7.74 AlpineIncmProp PINE 5.9 85 14.99 +0.56 .22 5.60 1.12 ArmstrongFlooring AFI ... dd 3.82 –0.02 ... 56.94 25.54 Belden BDC .5 dd 41.90 +0.33 .05 87.13 46.32 CGI GIB ... 25 79.31 –0.04 ... 11.99 5.76 ChinaDistanceEd DL .0 31 9.63 +0.02 .56
10.80 3.59 AltaEquipment ALTG ... dd 9.88 +0.72 ... 111.46 57.96 ArmstrongWorld AWI 1.1 dd 74.39 +0.11 .21 25.41 13.56 BellRingBrands BRBR ... 41 24.31 –0.61 ... 19.22 7.50 CI Financial CIXX 4.6 7 12.41 –0.02 .1372 28.50 15.80 ChinaEastrnAir CEA ... dd 21.51 –0.22 ...
2.10 0.45 AltaEquipWt ALTG.WT ... ... 2.00 +0.38 ... 100.14 39.25 ArrowElec ARW ... 17 97.30 +0.18 ... 37.36 14.06 BenchmarkElec BHE 2.4 dd 27.01 +0.32 .16 48.96 12.02 CIT Group CIT 3.9 dd 35.90 –1.24 .35 4.69 1.77 ChinaGreenAg CGA ... dd 3.60 +1.00 ...
185.75 75.17 Alteryx AYX ... dd 121.79 –7.15 ... 50.87 17.69 ArtisanPtrsAsset APAM 5.5 17 50.34 +0.45 .83 79.92 43.05 Berkley WRB .7 37 66.42 +0.32 .12 12.00 9.14 CITICCapAcqn CCAC.UT ... ... 11.42 –0.05 ... 14.70 8.27 ChinaLifeIns LFC 4.0 9 11.06 +0.30 .5158
38.30 15.96 AlticeUSA ATUS ... cc 37.87 +1.84 ... 32.51 20.57 Asana ASAN ... dd 29.55 –0.50 ... 352500 239440 BerkHathwy A BRK.A ... 15 347815 +7552.80 ... 11.09 9.51 CITICCapAcqnA CCAC ... ... 10.48 –0.11 ... 44.93 28.00 ChinaMobile CHL 6.6 8 28.54 ... .9871
13.07 9.86 AltimarAcqn ATAC.UT ... ... 12.06 –0.36 ... 150.00 39.36 AsburyAutomotive ABG ... 13 145.74 +5.90 ... 234.99 159.50 BerkHathwy B BRK.B ... 15 231.87 +5.34 ... 2.13 0.30 CITICCapAcqnWt CCAC.WT ... ... 1.70 –0.18 ... 37.19 9.50 ChinaOnlineEduc COE ... 37 27.11 –0.08 ...
12.07 10.00 AltimarAcqnA ATAC ... ... 11.38 –0.21 ... 11.96 10.00 AscendantDigital ACND.UT ... ... 10.50 –0.60 ... 33.04 8.55 BerkshireHills BHLB 2.8 dd 17.12 –0.50 .12 69.17 46.03 CMS Energy CMS 2.7 23 61.01 +2.85 .4075 62.22 38.18 ChinaPetrol SNP 7.4 10 44.60 +0.16 1.0232
3.78 1.30 AltimarAcqnWt ATAC.WT ... ... 2.76 +0.16 ... 11.00 9.57 AscendantDigA ACND ... ... 10.26 –0.24 ... 57.94 25.00 BerryGlobal BERY ... 14 56.19 +0.53 ... 51.30 25.18 CNA Fin CNA 3.8 18 38.96 +0.32 .37 35.60 18.45 ChinaSoAirlines ZNH ... dd 29.65 –0.04 ...
n-

51.78 30.95 Altria MO 8.4 cc 41.00 –0.72 .86 1.76 0.93 AscendantDigWt ACND.WT ... ... 1.71 +0.22 ... 124.89 48.11 BestBuy BBY 2.2 15 99.79 –2.76 .55 12.97 5.06 CNH Indl CNHI ... dd 12.84 +0.09 ... 41.55 26.66 ChinaTelecom CHA 5.3 8 27.55 –0.66 1.6127
9.95 4.60 AlumofChina ACH ... 83 8.68 +0.07 ... 28.40 1.27 AshfordHosp AHT ... dd 2.59 +0.23 ... 57.24 10.13 BigLots BIG 2.8 3 42.93 –1.17 .30 23.50 8.79 CNO Financial CNO 2.2 7 22.23 –0.59 .12 9.45 5.08 ChinaUnicom CHU 3.3 10 5.68 –0.02 .2088

The Week’s Statistics Monthly Tables: M35


no

Barron's 50-Stock Average ............. 31 Dividend Ex-Payment Dates ........... 35 Gold Mining Index ......................... 34 N.Y. Stock Exchange ...................... 12 Stock Volume ................................ 31
Cash Track ..................................... 23 DJ Averages ................................... 30 Indexes P/Es & Yields ...................... 31 Nasdaq National Market................ 16 Top Savings Deposit Yields............. 33
Charting the Market ...................... 8 DJ U.S. Total Market Industry Groups 32 Initial Public Offerings.................... 32 New Corporate Listings ................. 35 Trading Diary ................................. 30
Closed-End Funds.......................... 28 Dow Jones Averages ...................... 30 Investor Sentiment Readings ......... 34 New Highs & Lows ......................... 33 Vital Signs...................................... 2
Coming Earnings ........................... 32 Dow Jones Per Share Values ........... 31 Key Foreign Market Indexes ........... 22 NYSE Half-Hourly Volume .............. 32 Week In Stocks............................... 31
Conference Call Calendar............... 33 Exchange Traded Portfolios ........... 19 Market Lab .................................... 30 Other Market Indexes .................... 30 Weekly Bond Statistics................... 34
Dates To Watch ............................. 26 Federal Reserve Data Bank ............. 34 Money Rates, U.S. & Foreign .......... 34 Pulse of the Economy..................... 32 Winners & Losers Stocks ................ 9
Delta Tactical Sentiment ................ 31 Foreign Exchange .......................... 34 Money Supply ............................... 34 Quarterly Stock Winners & Losers... 25
Distributions & Offerings ............... 31 Global Stock Markets..................... 22 Mutual Fund Indicators ................. 24 SEC Form 144 Filings ...................... 31 For statistical queries please contact the
Statistics Team: 609-520-4799
Dividend Boosts - Reductions......... 35 Gold & Silver Prices......................... 34 Mutual Funds ................................ 23 Stock Splits - Special Dividends ...... 35 or email: barronsstats@barrons.com
January 4, 2021 BARRON’S M13

New York Stock Exchange Composite List


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. FIVE-DAY DOW COMPOSITE
20.49 7.77 ChinaYuchai CYD 5.2 8 16.34 –0.13 .85 1.36 0.55 D8 Wt DEH.WT ... ... 1.05 –0.15 ... 13.86 3.75 EnergyTransfer ET 9.9 dd 6.18 –0.26 .1525
1435.52 415.00 Chipotle CMG ... cc 1386.71 –25.84 ... 3.15 1.66 DHI Group DHX ... dd 2.22 +0.19 ... 26.34 13.28 EnerpacTool EPAC .2 cc 22.61 +0.73 .04
109.26 46.25 ChoiceHotels CHH .0 55 106.73 +2.68 .225 8.83 4.52 DHT DHT 25.8 3 5.23 –0.13 .20 7.35 1.15 Enerplus ERF 3.0 dd 3.13 –0.01 .0076 Put a Bow on It: The Dow gained 1.3% last week and 7% for the year—
167.74 87.35 Chubb CB 2.0 31 153.92 +3.09 .78 12.11 9.90 DPCM Capital XPOA.UT ... ... 11.02 –0.19 ... 86.87 35.21 EnerSys ENS .8 37 83.06 –0.21 .175
39.47
98.96
34.46
47.98
ChunghwaTel
Church&Dwight
CHT
CHD
2.9
1.1
27
28
38.62
87.23
+0.30
+0.37
1.4187
.24
11.07
2.96
10.00
1.71
DPCM Cap A
DPCM Cap Wt
XPOA
XPOA.WT
...
...
...
...
10.41
2.15
–0.09
–0.18
...
...
6.48
22.20
0.88
13.98
EnLinkMid
Ennis
ENLC
EBF
20.2
5.0
dd
17
3.71
17.85
–0.11
+1.03
.0938
.225
ending at a record 30,606. Home Depot fell 2% on the week, while Intel,
13.56
11.99
9.82
9.25
ChurchillCapII
ChurchillCapIIA
CCX.UT
CCX
...
...
...
cc
10.96
10.35
–0.09
+0.01
...
...
18.05
52.86
3.06
28.00
DRDGOLD
DTEEnergy
DRD
DTP
3.3
6.5
...
...
11.73
48.14
–0.16
+1.00
.2072
.7813
29.33
76.66
7.84
30.04
EnovaIntl
EnPro
ENVA
NPO
...
1.4
7
dd
24.77
75.52
–1.01
+0.64
...
.26 one of the worst performing components in 2020, rose 5.8%.
3.39 0.60 ChurchillCapIIWt CCX.WT ... ... 1.97 +0.06 ... 135.67 71.21 DTE Energy DTE 3.6 17 121.41 +1.69 1.085 4.80 0.75 Entercom ETM 3.2 dd 2.47 +0.10 .02
10.25 9.60 ChurchillCapIV CCIV ... ... 10.01 –0.03 ... 38.37 7.90 DXC Tech DXC .0 dd 25.75 +2.85 .21 135.55 75.19 Entergy ETR 3.8 14 99.84 +4.49 .95 Monday Tuesday Wednesday Thursday Friday
10.50 8.90 ChurchillCapIV CCIV.UT ... ... 10.30 –0.03 ... 20.39 4.22 Dana DAN .0 dd 19.52 –0.08 .10 29.22 10.27 EnterpriseProd EPD 9.1 10 19.59 –0.27 .445 30640
H
2.40 0.93 ChurchillCapIVWt CCIV.WT ... ... 1.52 –0.13 ... 248.32 119.60 Danaher DHR .3 51 222.14 +0.65 .18 3.26 1.10 Entravision EVC 3.6 dd 2.75 +0.05 .025
10.70 10.11 ChurchillCapCorp.V CCV.UT ... ... 10.50 ... ... 22.01 2.50 Danaos DAC ... 3 21.43 +0.42 ... 92.51 45.53 Envestnet ENV ... dd 82.29 –1.56 ...
61.52 30.58 Ciena CIEN ... 23 52.85 –0.40 ... 31.00 9.60 DanimerScientific DNMR ... dd 23.51 +1.36 ... 33.88 10.08 Envista NVST ... dd 33.73 +1.29 ...
20.00
224.96
55.29
16.05
118.50
12.15
10.33
Cigna
CimarexEnergy
CincinnatiBell
XEC
CBB
CI .0
2.3
...
15
dd
dd
208.18
37.51
15.28
+9.35
–0.44
–0.01
.04
.22
...
68.81
125.96
0.37
8.32
26.15
DanimerSciWt
DaqoNewEnergy
Darden
DNMR.WT
DQ
DRI
...
...
1.1
...
55
dd
11.31
57.36
119.12
+3.05
+2.59
+1.23
...
...
.37
46.81
4.85
196.47
20.63
1.56
103.01
EnvivaPartners
EnzoBiochem
Equifax
EVA
ENZ
EFX
6.4
...
.8
cc
dd
54
45.42
2.52
192.84
+0.15
+0.22
–1.12
.775
...
.39
30520 O

.
34.26
18.75
5.71
9.40
Cinemark
CinerRscs
CNK
CINR
.0
.0
dd
15
17.41
12.59
+0.90
+0.41
.36
.34
59.00
33.46
10.25
24.51
DarlingIngred
Datto
DAR
MSP
...
...
20
...
57.68
27.00
+1.59
–0.62
...
...
21.04
27.30
8.41
9.89
Equinor
Equitable
EQNR
EQH
3.4
2.7
dd
dd
16.42
25.59
+0.13
+0.49
.09
.17 L

ly
46.59 8.00 CircorIntl CIR ... dd 38.44 +1.49 ... 117.65 62.20 DaVita DVA ... 18 117.40 +2.27 ... 13.82 3.75 EquitransMdstm ETRN 7.5 dd 8.04 –0.12 .15
83.11
41.29
7.02
32.00
14.12
3.55
Citigroup
CitizensFin
Citizens
CFG
CIA
C 3.3
4.4
...
12
16
dd
61.66
35.76
5.73
+1.09
+0.64
–0.16
.51
.39
...
307.81
273.56
34.91
78.70
106.14
5.51
DeckersOutdoor
Deere
DelekLogistics
DECK
DE
DKL
...
1.1
11.2
26
31
9
286.78
269.05
32.00
–5.96
–0.16
+2.00
...
.76
.905
35.08
11.10
10.90
25.80
10.00
9.32
EquityCommnwlth
EquityDistribution
EquityDistrA
EQC
EQD.UT
EQD
.0
...
...
7
...
...
27.28
10.65
10.24
+0.80
–0.03
–0.15
3.50
...
...
30400 I
14.16
18.48
6.12
4.08
CityOfficeREIT
Civeo
CIO
CVEO
6.1
...
dd
dd
9.77
13.90
+0.22
–1.22
.15
...
34.28
75.39
7.79
25.51
DelekUS
DellTechC
DK
DELL
.0
...
dd
23
16.07
73.29
+0.63
+0.30
.31
...
1.87
77.55
0.83
41.97
EquityDistrWt
EquityLife
EQD.WT
ELS
...
2.2
...
53
1.79
63.36
+0.39
+1.92
...
.3425 D
33.55 15.00 Clarivate CCC ... dd 29.71 –0.38 ... 62.48 17.51 DeltaAir DAL .0 dd 40.21 +0.48 .4025 87.53 45.43 EquityResdntl EQR 4.1 24 59.28 +1.08 .6025 30280
A

on
88.40 29.45 CleanHarbors CLH ... 36 76.10 +0.80 ... 50.40 18.90 Deluxe DLX 4.1 44 29.20 +3.06 .30 2.32 0.74 EquusTotReturn EQS ... dd 2.16 –0.02 ...
3.10 0.36 ClearChannelOutdr CCO ... dd 1.65 –0.05 ... 10.34 9.98 DelwindsIns DWIN.UT ... ... 10.20 ... ... 4.91 1.10 ErosSTX ESGC ... dd 1.82 –0.08 ...
42.45 11.88 ClearwaterPaper CLW ... 11 37.75 +0.24 ... 27.33 15.43 Denbury DEN ... dd 25.69 +0.70 ... 52.99 17.52 EssentGroup ESNT 1.5 10 43.20 –0.71 .16 (Prev Thu's
31.19
33.38
15.29
16.12
ClearwayEnergyA
ClearwayEnergyC
CWEN.A
CWEN
3.6
3.3
79
85
29.55
31.93
–1.16
–0.74
.318
.318
16.98
25.42
2.60
9.40
DesignerBrands
DesktopMetal
DBI
DM
5.2
...
dd
dd
7.65
17.20
+0.51
–2.00
.10
...
29.34
54.52
6.08
30.40
EssentialProp
EssentialUtil
EPRT
WTRG
4.5
2.1
37
48
21.20
47.29
–0.13
+1.82
.24
.2507
Close)
30160
+204.10 -68.30 +73.89 +196.92 Y
14.72 2.63 Cleveland-Cliffs CLF .0 dd 14.56 +0.41 .06 8.00 0.35 DesktopMetalWt DM.WT ... ... 4.81 –0.68 ... 70.71 41.66 EssentialUtilUn WTRU 4.8 ... 62.02 +2.76 .75
12.17 9.95 ClimateChgI CLII.UT ... ... 10.69 –1.06 ... 15.44 4.44 Despegar.com DESP ... dd 12.81 +0.74 ... 329.74 175.81 EssexProp ESS 3.5 26 237.42 +3.17 2.0775 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
11.38 9.75 ClimateChgCrisisA CLII ... ... 10.71 –0.22 ... 11.96 4.99 DeutscheBank DB ... dd 10.90 +0.05 ... 267.20 137.01 EsteeLauder EL .8 cc 266.19 +5.24 .53
2.12 0.75 ClimateChgCrisWt CLII.WT ... ... 1.79 +0.02 ... 26.98 4.70 DevonEnergy DVN 2.8 dd 15.81 +0.48 .11 20.66 8.38 EthanAllen ETH 4.9 cc 20.21 +0.13 .25

us ,
11.95 4.32 ClipperRealty CLPR 5.4 dd 7.05 +0.57 .095 171.29 100.52 Diageo DEO 2.2 53 158.81 –0.54 2.1926 13.21 7.21 Euronav EURN 20.8 3 8.00 –0.08 .09
239.87 150.95 Clorox CLX 2.2 22 201.92 –1.88 1.11 17.50 5.31 DiamondSShip DSSI ... 2 6.66 –0.31 ... 22.90 5.71 Eventbrite EB ... dd 18.10 –0.65 ...
52-Week Tick Div 52-Week Tick Div

l
15.50 4.76 Cloudera CLDR ... dd 13.91 –0.97 ... 11.79 1.96 DiamndrckHspty DRH ... dd 8.25 –0.16 ... 112.19 33.25 EvercoreA EVR 2.2 20 109.64 –0.82 .61
88.77 15.05 Cloudflare NET ... dd 75.99 –8.99 ... 3.14 1.25 DianaShipping DSX ... dd 1.93 +0.03 ... 294.31 157.32 EverestRe RE 2.6 14 234.09 +4.91 1.55 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.

e
al a
5.05 2.90 CN Finance CNF ... 33 4.21 +0.51 ... 63.29 13.46 Dick's DKS 2.2 14 56.21 +0.62 .3125 76.57 42.01 Evergy EVRG 3.9 20 55.51 +2.08 .535
60.13 36.27 Coca-Cola KO 3.0 28 54.84 +1.40 .41 13.05 2.80 DieboldNixdorf DBD ... dd 10.66 –0.07 ... 14.88 1.55 Everi EVRI ... dd 13.81 –0.11 ... 32.50 12.80 FourCornersProp FCPT 4.3 28 29.77 +0.16 .3175 73.45 38.43 Graco GGG 1.0 41 72.35 –0.49 .1875
57.11 28.35 Coca-Cola Euro CCEP 4.0 29 49.83 +2.09 1.00 12.97 6.32 DigitalMedia DMS ... dd 12.04 +0.06 ... 99.42 60.69 EversourceEner ES 2.6 25 86.51 +2.36 .5675 1.97 0.63 FourSeasonsEduc FEDU ... dd 1.08 +0.02 ... 13.12 5.56 GrafTechIntl EAF .4 6 10.66 +1.56 .01
65.49 36.16 Coca-Cola Femsa KOF 4.6 cc 46.10 +0.66 1.1303 1.95 0.16 DigitalMediaWt DMS.WT ... ... 1.58 +0.11 ... 42.35 18.21 Evertec EVTC .5 30 39.32 –0.71 .05 166.11 77.18 Franco-Nevada FNV .8 91 125.33 –4.64 .26 21.90 10.36 Graham GHM 2.9 cc 15.18 +0.43 .11
11.43 1.98 CoeurMining CDE ... dd 10.35 +0.47 ... 165.49 105.00 DigitalRealty DLR 3.2 57 139.51 +2.08 1.12 16.78 3.50 EvolentHealth EVH ... dd 16.03 –0.27 ... 5.23 1.49 Frank'sIntl FI ... dd 2.74 –0.03 ... 648.94 267.89 GrahamHoldings GHC 1.1 13 533.38 +9.28 1.45
dd 35

ci on
78.82 33.52 Cohen&Steers CNS 2.1 31 74.30 +0.90 1.00 74.35 21.50 Dillard's DDS 1.0 dd 63.05 +5.84 .15 28.38 7.09 EvoquaWater AQUA ... 29 26.98 –0.23 ... 35.91 12.61 FranklinCovey FC ... 22.27 +0.02 ... 427.90 200.61 Grainger GWW 1.5 408.34 –7.23 1.53
11.08 9.90 CohnRobbins CRHC.UT ... ... 10.75 –0.10 ... 104.47 14.16 DineBrands DIN .0 dd 58.00 –3.50 .76 12.51 0.95 ExantasCap XAN ... dd 3.99 –0.05 ... 27.60 14.91 FranklinRscs BEN 4.5 16 24.99 +0.19 .28 28.68 8.90 GraniteConstr GVA 1.9 dd 26.71 –0.39 .13
10.75 9.65 CohnRobbinsA CRHC ... ... 10.41 –0.08 ... 90.66 23.25 DiscoverFinSvcs DFS 1.9 28 90.53 +2.24 .44 26.73 24.50 ExecutiveNtwk ENPC.UT ... ... 25.49 –0.60 ... 26.83 4.82 FreeportMcM FCX .0 dd 26.02 +1.23 .05 18.70 1.74 GranitePointMtg GPMT 8.0 dd 9.99 –0.18 .25
2.30 0.81 CohnRobbinsWt CRHC.WT ... ... 1.80 –0.03 ... 183.40 79.07 Disney DIS ... dd 181.18 +7.45 ... 26.31 24.00 ExecutiveNtwkA ENPC ... ... 25.03 –0.36 ... 46.55 29.17 FreseniusMed FMS 1.2 16 41.56 +0.26 .7073 62.59 28.12 GraniteREIT GRP.UT 3.9 13 61.15 +0.54 .1859
39.30 12.23 Colfax CFX ... dd 38.24 +1.45 ... 19.00 9.96 dMY Tech II DMYD.UT ... ... 18.82 +0.73 ... 4.21 1.05 ExecutiveNtwkWt ENPC.WT ... ... 2.59 –0.59 ... 37.47 20.25 FreshDelMonte FDP 1.2 51 24.07 –0.94 .10 17.07 10.41 GraphicPkg GPK 1.8 35 16.94 +0.01 .075
166.81 61.50 ColfaxUn CFXA 3.6 ... 161.54 +7.28 1.4375 17.59 9.80 dMYTechA DMYD ... ... 17.59 +0.98 ... 5.28 0.57 Express EXPR ... dd .91 –0.13 ... 16.50 6.01 FrontYardRes RESI 3.7 dd 16.20 +0.03 .15 23.07 8.53 GrayTelevision GTN ... 8 17.89 +0.50 ...
86.41 58.49 ColgatePalm CL 2.1 27 85.51 +0.47 .44 5.20 1.03 dMYTechII Wt DMYD.WT ... ... 4.25 –0.45 ... 8.93 3.23 Exterran EXTN ... dd 4.42 +0.11 ... 13.33 5.28 Frontline FRO 27.3 2 6.22 –0.21 .50 21.85 8.55 GrayTelevision A GTN.A ... 7 16.71 +0.66 ...
19.50 9.85 ColonnadeAcqn CLA.UT ... ... 15.15 –3.05 ... 11.45 10.05 dMYTechIII Un DMYI.UT ... ... 11.40 +0.50 ... 121.07 72.70 ExtraSpaceSt EXR 3.1 34 115.86 +1.47 .90 62.29 5.00 fuboTV FUBO ... dd 28.00 –16.18 ... 15.35 3.96 GreatAjax AJX 6.5 13 10.46 +0.10 .17
17.73 9.54 ColonnadeAcqnA CLA ... ... 13.50 –2.75 ... 97.50 44.68 DolbyLab DLB .9 43 97.13 +1.85 .22 71.37 30.11 ExxonMobil XOM 8.4 53 41.22 –0.38 .87 55.28 23.68 FullerHB FUL 1.3 24 51.88 –1.44 .1625 34.97 10.86 GreatWesternBncp GWB .2 dd 20.90 +0.48 .01
4.57 0.50 ColonnadeWt CLA.WT ... ... 3.58 –0.60 ... 225.25 125.00 DollarGeneral DG .7 21 210.30 –0.98 .36 11.74 9.68 FusionAcqnA FUSE ... ... 11.30 +0.90 ... 64.97 14.20 GreenDot GDOT ... 60 55.80 –0.25 ...
13.00 9.96 FusionAcqnUn FUSE.UT ... ... 12.35 +1.01 ... 37.99 12.89 Greenbrier GBX 3.0 25 36.38 –0.93 .27
F

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5.17 1.33 ColonyCapital CLNY .0 dd 4.81 –0.17 .11 90.89 57.79 DominionEner D 3.4 dd 75.20 +0.97 .63
14.01 2.46 ColonyCredRlEst CLNC .0 dd 7.50 –0.13 .10 113.82 75.93 DominionEnerUn DCUE 7.2 ... 100.33 +1.42 1.8125 2.80 0.45 FusionAcqnWt FUSE.WT ... ... 2.56 +0.56 ... 23.08 7.28 Greenhill GHL 1.6 dd 12.14 –0.31 .05
22.71 7.63 ColumbiaProperty CXP 5.9 dd 14.34 –0.02 .21 435.58 270.08 Domino's DPZ .8 33 383.46 –13.27 .78 14.87 8.75 FutureFuel FF 1.9 5 12.70 +0.23 .06 15.17 9.79 GreenTree GHG ... 38 13.40 +0.39 ...
11.18 52.35 23.65 Greif A GEF 3.8 26 46.88 –0.20 .44
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

72.23 24.28 Comerica CMA 4.9 15 55.86 –0.04 .68 40.05 18.40 Domtar UFS .0 dd 31.65 +0.67 .455 9.89 FastAcqn FST.UT ... ... 11.00 +0.30 ...
58.14 27.54 ComfortSystems FIX .8 14 52.66 –0.89 .11 58.18 31.08 Donaldson DCI 1.5 28 55.88 –0.69 .21 10.40 9.59 FastAcqnA FST ... ... 10.24 +0.12 ... G 52.99
27.53
30.89
9.15
Greif B
Griffon
GEF.B
GFF
5.4
1.6
18
17
48.38
20.38
–0.45
+0.03
.65
.08
24.04
72.63
10.76
47.01
CommercialMetals
CommBkSys
CMC
CBU
2.3
2.7
9
21
dd
20.54
62.31
+0.52
–0.33
.12
.42
20.33
195.50
4.04
135.38
m er
DonnelleyFin
DoorDash
DFIN
DASH
...
...
34
...
8
16.97
142.75
–0.93
–15.71
...
...
1.95
40.08
0.70
14.38
FastAcqnWt
FB Financial
FST.WT
FBK
...
1.0
...
27
1.74
34.73
+0.28
+0.06
...
.09
19.63 9.03 GAMCO Investors GBL .5 7 17.74 –0.25 .02
136.35
85.53
26.26
29.35
Group1Auto
Grubhub
GPI
GRUB
.9
...
10
dd
131.14
74.27
+12.39
+0.67
.30
...
11.04 2.25 CommunityHlthSys CYH ... 7.43 –0.24 ... 16.68 6.08 DorianLPG LPG ... 12.19 +0.41 ... 61.28 29.01 FBL Financial FFG 3.8 16 52.51 –0.30 .50
52.33 20.12 CommunityHlthcr CHCT 3.6 69 47.11 +0.22 .425 56.89 24.12 DouglasDynamics PLOW 2.6 dd 42.77 +0.46 .28 10.94 9.96 FG NewAmerica FGNA.UT ... ... 10.62 –0.18 ... 88.82 50.69 GATX GATX 2.3 16 83.18 –1.18 .48 135.31 44.28 GpoAeroportuar PAC ... 38 111.29 +1.11 ...
15.40 5.54 SABESP SBS 2.4 23 8.59 –0.36 .2518 45.59 22.88 DouglasEmmett DEI 3.8 17 29.18 –0.33 .28 10.47 9.78 FGNewAmericaA FGNA ... ... 10.18 –0.03 ... 27.62 14.24 GCPAppliedTechs GCP ... 17 23.65 –0.20 ... 210.38 82.08 GpoAeroportSur ASR ... 35 164.93 +4.63 ...
8.80 1.20 EngGr-Cmg C CIG.C 2.7 12 3.24 +0.04 .0451 127.39 62.95 Dover DOV 1.6 27 126.25 +2.23 .495 1.80 0.53 FGNewAmericaWt FGNA.WT ... ... 1.45 +0.11 ... 18.42 8.00 GEO Group GEO 15.3 8 8.86 –0.12 .34 8.92 3.32 GpoAvalAcc AVAL 4.4 11 6.88 +0.02 .0259
3.46 1.18 EngGr-Cmg CIG 3.0 11 2.88 –0.02 .0451 2.58 1.06 DoverMotorsports DVD 3.1 7 2.27 +0.30 .07 122.29 56.77 FMC FMC 1.7 30 114.93 +0.50 .48 29.24 11.92 GFLEnvironmental GFL .1 dd 29.18 +0.98 .01 3.87 1.28 GpoSupervielle SUPV 1.4 3 2.12 +0.12 .0409
18.15 8.28 COPEL ELP ... 6 14.30 –0.36 ... 58.18 21.95 Dow DOW 5.0 dd 55.50 +0.71 .70 12.76 5.05 FNB FNB 5.1 10 9.50 +0.09 .12 70.46 37.37 GFL Env Un GFLU 4.3 ... 70.46 +2.37 .75 12.61 4.65 GrupoTelevisa TV ... dd 8.24 +0.34 ...
dd
m rp
6.29 1.02 CiaSiderurgica SID ... 38 5.95 +0.11 ... 73.50 33.33 DrReddy'sLab RDY .4 58 71.29 +0.86 .3304 25.34 7.60 FS KKR Cap FSK 14.5 dd 16.56 –0.11 .60 34.57 10.39 GMS GMS ... 54 30.48 +0.33 ... 23.58 3.64 Guess GES 2.0 22.62 +2.61 .1125
20.22 10.72 CerveceriasUnid CCU 2.4 22 14.70 –0.33 .0864 15.48 10.00 DragoneerGrowth DGNR.UT ... ... 13.99 –0.36 ... 144.10 94.87 FTI Consulting FCN ... 23 111.72 +0.67 ... 12.65 9.64 GoAcqnA GOAC ... ... 10.19 +0.03 ... 129.76 71.64 Guidewire GWRE ... dd 128.73 +1.52 ...
25.79 10.78 CompassDiversif CODI 7.4 dd 19.45 –0.17 .36 14.74 10.90 DragoneerGrwA DGNR ... ... 13.27 –0.73 ... 78.47 44.00 Fabrinet FN ... 24 77.59 +1.54 ... 10.75 9.91 GOAcquisitionUn GOAC.UT ... ... 10.63 +0.05 ... 17.69 13.13 GuildHldgs GHLD ... ... 16.94 +0.05 ...
66.25 34.39 CompassMnlInt CMP 4.7 26 61.72 +0.14 .72 5.26 2.11 DragoneerGrwWt DGNR.WT ... ... 4.28 +0.16 ... 363.64 195.22 FactSet FDS .9 34 332.50 +5.07 .77 1.60 0.75 GoAcqnWt GOAC.WT ... ... 1.50 +0.21 ...
8.50
39.34
4.05
22.83
ComstockRscs
ConagraBrands
CRK
CAG
...
3.0
dd
18
4.37
36.26
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–0.12
...
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48.39
4.19
22.25
0.86
Dril-Quip
DriveShack
DRQ
DS
...
...
dd
dd
29.62
2.38
–1.02
–0.42
...
...
530.95
35.60
177.65
8.10
FairIsaac
FangHoldings
FICO
SFUN
...
...
65
dd
511.04
13.40
–7.41
+0.19
...
...
18.73
15.24
1.85
5.20
GOL Linhas
GP Strategies
GOL
GPX
...
...
dd
25
9.82
11.86
+0.43
+0.85
...
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93.34 33.13 ConchoRscs CXO 1.4 dd 58.35 +0.89 .20 57.84 16.27 Ducommun DCO ... 22 53.70 +0.26 ... 10.62 9.98 FarPeakAcqn FPAC.UT ... ... 10.35 +0.01 ... 2.85 1.23 GS Acqn II Wt GSAH.WT ... ... 2.56 +0.15 ...
10.48 10.00 ConcordAcqn CND.UT ... ... 10.31 +0.01 ... 103.79 62.13 DukeEnergy DUK 4.2 33 91.56 +1.89 .965 65.54 5.99 Farfetch FTCH ... dd 63.81 –0.19 ... 11.99 10.21 GS Acqn II GSAH.UT ... ... 11.40 –0.05 ... 166.87 58.38 HCA Healthcare HCA .0 17 164.46 +0.22 .43
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

5.89 1.13 ConcordMed CCM ... dd 2.74 –0.17 ... 43.45 25.19 DukeRealty DRE 2.6 68 39.97 +0.67 .255 9.03 5.05 FarmlandPtrs FPI 2.3 dd 8.70 +0.15 .05 11.15 9.85 GS Acqn II A GSAH ... ... 10.90 +0.05 ... 62.93 31.61 HCI Group HCI 3.1 14 52.30 +0.52 .40
114.96 37.66 Conmed CNMD .7 dd 112.00 –0.82 .20 29.55 23.59 Dun&Bradstreet DNB ... dd 24.90 –1.59 ... 136.50 10.63 Fastly FSLY ... dd 87.37 –10.12 ... 141.78 22.70 GSXTechedu GSX ... dd 51.71 –3.29 ... 4.32 1.29 HC2 Holdings HCHC ... dd 3.26 –0.42 ...
67.13 20.84 ConocoPhillips COP 4.3 dd 39.99 +0.50 .43 71.55 28.33 DuPont DD 1.7 dd 71.11 +1.56 .30 72.85 41.26 FedAgriMtg A AGM.A 4.9 8 65.25 +2.99 .80 15.77 3.23 GTT Comm GTT ... dd 3.57 –0.25 ... 72.44 29.50 HDFC Bank HDB ... 33 72.26 +2.71 ...
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95.10 62.03 ConEd ED 4.2 18 72.27 +1.83 .765 79.41 12.24 DycomInds DY ... 92 75.52 +1.60 ... 84.13 40.05 FedAgriMtg C AGM 4.3 9 74.25 +0.40 .80 10.34 9.20 GalileoAcqn GLEO ... cc 10.20 –0.01 ... 8.16 1.38 HEXO HEXO ... dd 3.68 –0.38 ...
220.00 104.28 ConstBrands A STZ 1.4 44 219.05 +3.24 .75 3.97 0.98 DynagasLNG DLNG ... 3 2.50 +0.05 ... 131.56 64.11 FederalRealty FRT 5.0 37 85.12 –1.46 1.06 11.00 9.60 GalileoAcquisition GLEO.UT ... ... 10.85 –0.10 ... 10.65 9.86 HIG Acqn HIGA.UT ... ... 10.43 –0.12 ...
221.23 107.51 ConstBrands B STZ.B 1.2 49 219.33 +5.58 .68 48.85 17.10 Dynatrace DT ... cc 43.27 +0.09 ... 34.87 23.32 FederalSignal FSS 1.0 20 33.17 +1.27 .08 1.00 0.15 GalileoAcqnWt GLEO.WT ... ... .84 –0.13 ... 15.46 9.75 H.I.G.AcqnA HIGA ... ... 10.11 –0.01 ...
14.68 3.90 Constellium CSTM ... dd 13.99 +0.36 ... 20.34 7.04 DynexCapital DX 8.8 2 17.80 +0.08 .13 38.26 13.06 FederatedHermes FHI 3.7 9 28.89 +0.36 1.00 129.12 65.09 Gallagher AJG 1.5 31 123.71 +0.29 .45 1.81 1.16 H.I.G.AcqnWt HIGA.WT ... ... 1.31 –0.01 ...
13.84 1.80 ContainerStore TCS ... 25 9.54 –2.67 ... 305.66 88.69 FedEx FDX 1.0 17 259.62 –9.20 .65 22.35 2.57 GameStop GME ... dd 18.84 –1.31 ... 42.90 16.61 HNI HNI 3.5 22 34.46 –1.37 .305
24.69
F

E 233.66
36.20 6.90 ContinentalRscs CLR .0 dd 16.30 –0.41 .05 127.73 Ferrari RACE .5 74 229.52 +3.99 1.2351 7.06 0.63 Gannett GCI ... dd 3.36 +0.61 ... 12.54 HP HPQ 3.2 12 24.59 +0.33 .1938
13.48 2.94 Volaris VLRS ... dd 12.42 +1.38 ... 15.67 7.52 Ferro FOE ... dd 14.63 –0.21 ... 26.99 5.26 Gap GPS .0 dd 20.19 –0.24 .2425 10.46 9.57 HPX A HPX ... ... 10.02 +0.02 ...
14.32 1.93 ConturaEnergy CTRA ... dd 11.37 –1.02 ... 19.50 6.00 FiatChrysler FCAU ... cc 18.09 +0.41 ... 165.27 76.91 Gartner IT ... 67 160.19 +1.56 ... 10.70 9.81 HPX Un HPX.UT ... ... 10.55 –0.05 ...
371.59 236.68 Cooper COO .0 76 363.32 +4.95 .03 26.19 7.58 elfBeauty ELF ... cc 25.19 +1.85 ... 49.28 19.00 FidNatlFin FNF 3.7 12 39.09 +0.56 .36 10.02 2.23 GasLog GLOG 5.4 dd 3.72 –0.09 .05 1.42 0.64 HPX Wt HPX.WT ... ... 1.07 –0.17 ...
41.85 6.64 Cooper-Standard CPS ... dd 34.67 –1.30 ... 93.65 41.85 EMCOR EME .6 37 91.46 –0.76 .13 158.21 91.68 FidNatlInfo FIS 1.0 dd 141.46 +0.67 .35 15.95 1.51 GasLogPartners GLOP 30.2 dd 2.72 –0.40 .01 39.37 17.95 HSBC HSBC ... dd 25.91 –0.14 ...
42.32 13.82 CooperT&R CTB 1.0 13 40.50 +2.58 .105 32.19 12.10 ENI E 4.1 dd 20.60 –0.10 .284 2.95 1.22 FinVolution FINV 3.7 3 2.67 +0.31 .12 14.30 5.42 GatesIndustrial GTES ... 50 12.76 –0.33 ... 30.62 11.78 HUYA HUYA ... 41 19.93 +1.02 ...
7.45 2.61 CooTekCayman CTK ... dd 2.77 –0.03 ... 89.54 27.00 EOG Rscs EOG 3.0 dd 49.87 +0.27 .375 66.78 29.36 FirstAmerFin FAF 3.6 9 51.63 –0.23 .46 13.42 5.78 GatosSilver GATO ... ... 13.03 +3.62 ... 126.74 63.41 Haemonetic HAE ... 57 118.75 ... ...
114.00 24.00 Copa CPA .0 dd 77.23 +2.30 .80 360.89 151.97 EPAM Systems EPAM ... 66 358.35 +2.01 ... 10.67 3.50 FirstBanCorp FBP 2.2 23 9.22 +0.09 .05 10.79 4.27 GencoShipping GNK 1.1 dd 7.36 +0.12 .02 25.47 4.25 Halliburton HAL 1.0 dd 18.90 –0.31 .045
41.61 6.68 CoreLabs CLB .2 dd 26.51 +0.37 .01 73.59 12.56 EPR Prop EPR .0 dd 32.50 +0.27 .3825 14.63 6.77 FirstCmwlthFin FCF 4.0 14 10.94 +0.28 .11 239.62 75.50 Generac GNRC ... 49 227.41 –5.79 ... 25.00 6.68 HamiltonBeach HBB 2.2 9 17.51 +0.31 .095
17.90 5.76 CoreCivic CXW .0 6 6.55 –0.43 .44 17.97 4.21 EQT EQT .0 dd 12.71 –1.20 .03 17.40 6.27 FirstHorizon FHN 4.7 8 12.76 +0.12 .15 190.08 100.55 GeneralDynamics GD 3.0 14 148.82 –0.19 1.10 17.74 6.96 Hanesbrands HBI 4.1 12 14.58 –0.01 .15
79.51 24.69 CoreLogic CLGX 1.7 27 77.32 –0.18 .33 107.10 62.64 ESCO Tech ESE .3 cc 103.22 +1.86 .08 46.12 25.89 FirstIndRlty FR 2.4 26 42.13 +0.57 .25 13.26 5.48 GeneralElec GE .4 26 10.80 +0.15 .01 28.16 11.31 Hanger HNGR ... 21 21.99 –0.11 ...
47.56 3.56 CorEnergyInfr CORR 2.9 dd 6.85 –0.42 .05 102.65 41.83 EagleMaterials EXP .0 30 101.35 +1.36 .10 14.57 4.17 FirstMajestic AG ... dd 13.44 +0.70 ... 66.14 46.59 GeneralMills GIS 3.5 15 58.80 –0.33 .51 66.35 15.01 HannonArmstrong HASI 2.1 45 63.43 –1.93 .34
10.74 2.18 CorePoint CPLG .0 dd 6.88 +0.11 .20 7.23 1.44 EarthstoneEner ESTE ... dd 5.33 +0.08 ... 147.24 70.06 FirstRepBank FRC .5 26 146.93 +6.40 .20 46.71 14.33 GeneralMotors GM .0 19 41.64 +0.06 .38 144.71 75.11 HanoverIns THG 2.4 15 116.92 +0.84 .70
131.36 90.07 Coresite COR 3.9 63 125.28 +0.60 1.23 29.70 19.00 EasterlyGovtProp DEA 4.6 cc 22.65 +0.46 .26 52.52 22.85 FirstEnergy FE 5.1 27 30.61 +0.93 .39 48.86 5.52 Genesco GCO ... dd 30.09 +2.20 ... 41.82 14.31 HarleyDavidson HOG .2 51 36.70 –0.41 .02
10.20 2.54 CornerstoneBldg CNR ... dd 9.28 –0.66 ... 153.26 83.40 EastGroup EGP 2.3 45 138.06 +0.80 .79 11.90 10.00 FirstMarkHorizon FMAC.UT ... ... 11.40 –0.16 ... 22.20 2.58 GenesisEnergy GEL 9.7 dd 6.21 –0.34 .15 7.61 1.76 HarmonyGold HMY ... dd 4.68 –0.09 ...
38.44 17.44 Corning GLW 2.4 cc 36.00 –0.27 .22 104.83 34.44 EastmanChem EMN 2.8 29 100.28 –1.03 .69 10.89 9.92 FirstMarkHorizonA FMAC ... ... 10.60 +0.05 ... 1.86 0.40 GenesisHealthcare GEN ... dd .48 –0.06 ... 23.44 4.19 Harsco HSC ... dd 17.98 +0.54 ...
6.50 1.61 CorpAmAirports CAAP ... dd 3.99 +0.15 ... 60.00 1.50 EastmanKodak KODK ... dd 8.14 –0.58 ... 3.15 1.40 FirstMarkHorizonWt FMAC.WT ... ... 2.49 –0.34 ... 11.00 9.98 GenesisParkAcqnUn GNPK.UT ... ... 10.39 +0.01 ... 61.32 19.04 HartfordFinl HIG 2.7 10 48.98 +0.57 .325
30.57 15.23 CorpOfficeProp OFC 4.2 50 26.08 +0.07 .275 123.67 56.42 Eaton ETN 2.4 35 120.14 +2.07 .73 23.63 8.70 Fisker FSR ... dd 14.65 –2.04 ... 9.60 4.60 GenieEnergy GNE 4.7 14 7.21 –0.53 .085 31.57 9.81 HavertyFurn HVT 2.9 14 27.67 –0.70 2.00
40.23 20.38 Corteva CTVA 1.3 47 38.72 –0.78 .13 69.18 23.59 EatonVance EV 2.2 56 67.93 +0.23 4.25 7.60 0.27 FiskerWt FSR.WT ... ... 4.92 –0.88 ... 45.20 19.41 Genpact G .9 26 41.36 –0.39 .0975 31.69 10.67 HavertyFurn A HVT.A 2.8 15 29.00 +0.71 1.90
23.70 8.56 Cosan CZZ .6 14 18.43 +1.02 1.0234 231.36 124.60 Ecolab ECL .9 dd 216.36 +0.24 .48 7.34 5.85 Fitbit FIT ... dd 6.80 –0.04 ... 106.84 49.68 GenuineParts GPC 3.1 cc 100.43 +1.07 .79 55.15 31.83 HawaiianElec HE 3.7 18 35.39 +0.80 .33
n-

10.85 3.16 Costamare CMRE 4.8 dd 8.28 +0.44 .10 20.96 6.28 Ecopetrol EC 6.2 18 12.91 –0.07 .8878 10.58 2.51 500.com WBAI ... dd 9.00 +4.71 ... 4.84 1.87 GenworthFin GNW ... dd 3.78 –0.58 ... 37.97 24.10 HealthcareRealty HR 4.1 35 29.60 +0.15 .30
13.01 2.65 Coty COTY .0 dd 7.02 –0.16 .125 38.97 20.51 EdgewellPersonal EPC 1.7 28 34.58 –0.97 .15 9.31 3.62 FivePoint FPH ... dd 5.46 +0.15 ... 22.36 5.44 GeoPark GPRK 1.0 dd 12.99 +0.24 .0412 34.22 20.61 HealthcareAmer HTA 4.6 cc 27.54 +0.07 .32
42.99 21.15 CousinsProperties CUZ 3.6 45 33.50 –0.19 .30 78.93 43.63 EdisonInt EIX 4.2 64 62.82 +0.63 .6625 228.49 20.42 FiverrIntl FVRR ... dd 195.10 –16.46 ... 5.34 1.65 Gerdau GGB .5 29 4.67 +0.02 .0267 37.64 18.63 HealthpeakProp PEAK 4.9 50 30.23 +0.47 .37
16.13 6.57 Covanta CVA 2.4 dd 13.13 +0.06 .08 92.08 51.51 EdwardsLife EW ... 73 91.23 +2.60 ... 41.81 16.76 Flagstar FBC .5 5 40.76 –0.48 .05 32.94 16.36 GettyRealty GTY 5.7 24 27.54 –0.76 .39 6.79 1.40 HeclaMining HL .2 dd 6.48 +0.24 .0025
89.54 36.77 Crane CR 2.2 cc 77.66 +0.77 .43 35.72 10.70 8x8 EGHT ... dd 34.47 –0.23 ... 329.85 168.51 FleetCorTech FLT ... 33 272.83 +2.34 ... 15.86 9.79 GigCapital3 GIK ... ... 13.18 –0.89 ... 137.97 52.01 Heico HEI .1 58 132.40 +1.20 .08
11.49 5.43 Crawford A CRD.A 2.7 34 7.39 –0.10 .05 34.09 15.17 ElancoAnimal ELAN ... dd 30.67 +0.13 ... 10.99 3.40 FlexLNG FLNG 4.6 78 8.75 +0.08 .10 18.96 9.80 GigCapital3Un GIK.UT ... ... 15.70 –1.50 ... 124.20 51.78 Heico A HEI.A .1 51 117.06 –1.22 .08
10.24 4.95 Crawford B CRD.B 2.8 33 7.20 –0.60 .05 57.00 30.73 ElancoAnimalUn ELAT 5.1 ... 48.84 +0.59 .625 101.63 24.36 Floor&Decor FND ... 57 92.85 –7.01 ... 4.20 0.38 GigCapital3Wt GIK.WT ... ... 3.49 –0.36 ... 9.80 0.99 HelixEnergy HLX ... 27 4.20 +0.07 ...
220.25 110.47 Credicorp BAP 5.3 66 164.02 –0.98 8.6579 159.95 39.01 Elastic ESTC ... dd 146.13 –9.86 ... 3.09 0.66 FlotekIndustries FTK ... dd 2.11 –0.08 ... 12.12 9.60 GigCapital2 GIX ... dd 10.95 –0.09 ... 47.33 12.40 Helm&Payne HP 4.3 dd 23.16 –1.04 .25
no

14.12 6.47 CreditSuisse CS .9 8 12.80 +0.14 .0761 14.49 4.60 EldoradoGold EGO ... 13 13.27 –0.02 ... 25.18 17.42 FlowersFoods FLO 3.5 49 22.63 –0.53 .20 0.51 0.17 GigCapital2Rt GIX.RT ... ... .41 –0.04 ... 52.89 20.73 Herbalife HLF ... 19 48.05 –0.39 ...
4.84 0.51 CrescentPoint CPG .3 dd 2.34 ... .002 18.25 5.35 ElementSolns ESI 1.1 37 17.73 –0.19 .05 51.25 18.98 Flowserve FLS 2.2 37 36.85 +0.17 .20 15.00 10.21 GigCapital2Un GIX.UT ... ... 13.45 +0.39 ... 67.32 11.81 HercHoldings HRI ... 27 66.41 –0.15 ...
32.97 2.65 CrestwoodEquity CEQP 13.2 dd 18.98 –1.11 .625 5.98 0.89 ElevateCredit ELVT ... 3 3.99 –0.04 ... 20.90 2.85 Fluor FLR .0 dd 15.97 –0.51 .10 2.47 0.11 GigCapital2Wt GIX.WT ... ... 1.96 +0.01 ... 16.40 5.42 HerculesCapital HTGC 8.9 13 14.42 +0.29 .32
9.44 1.96 CrestwoodEqUn CEQP.PR 11.3 ... 7.47 –0.17 .2111 19.12 3.24 EllingtonFin EFC 8.1 dd 14.84 –0.27 .10 19.70 3.41 FlyLeasing FLY ... 3 9.85 –0.68 ... 30.29 9.42 Gildan GIL .0 dd 28.01 –0.21 .154 14.05 7.50 HeritageInsurance HRTG 2.4 15 10.13 +0.01 .06
9.50 4.01 CrossTimbers CRT 9.5 10 8.24 –0.26 .0621 13.30 2.70 EllingtonResiMtg EARN 8.6 7 13.04 +0.40 .28 13.07 10.13 FoleyTrasimene WPF.UT ... ... 11.90 –0.44 ... 18.40 9.44 Glatfelter GLT 3.3 dd 16.38 –0.46 .135 14.44 2.29 HershaHospitality HT .0 dd 7.89 –0.13 .28
19.79 6.81 CrossAmerPtrs CAPL 12.2 6 17.17 +0.05 .525 15.54 9.33 EmbotellAndinaA AKO.A 3.8 10 13.32 +0.82 .1564 11.99 9.74 FoleyTrasimeneA WPF ... ... 11.18 –0.17 ... 76.20 23.31 Glaukos GKOS ... dd 75.26 +1.27 ... 161.83 109.88 Hershey HSY 2.1 27 152.33 +2.38 .804
180.00 114.18 CrownCastle CCI 3.3 cc 159.19 +5.19 1.33 18.36 10.15 EmbotellAndinaB AKO.B 3.7 11 14.94 –0.78 .1721 3.13 1.20 FoleyTrasimeneWt WPF.WT ... ... 2.53 –0.27 ... 48.25 31.43 GSK GSK 5.4 11 36.80 +0.66 .4959 71.66 26.06 Hess HES 1.9 dd 52.79 –0.75 .25
100.58 42.97 CrownHoldings CCK ... 26 100.20 +1.60 ... 20.24 3.96 Embraer ERJ ... dd 6.81 +0.29 ... 17.00 9.60 FoleyTras II A BFT ... ... 15.10 –0.13 ... 15.93 6.67 GlobalBlue GB ... dd 13.00 +0.02 ... 25.66 5.70 HessMidstream HESM 8.9 11 19.57 –0.70 .4417
31.77 12.63 CryoLife CRY ... dd 23.61 +0.08 ... 10.94 1.50 EmeraldHldg EEX .0 dd 5.42 +0.26 .075 5.14 0.92 FoleyTrasII Wt BFT.WT ... ... 4.59 +0.28 ... 2.68 0.20 GlobalBlueWt GB.WT ... ... 1.64 +0.02 ... 16.18 7.43 HewlettPackard HPE 4.1 dd 11.85 +0.09 .12
35.77 19.61 CubeSmart CUBE 4.0 39 33.61 –0.09 .34 137.61 46.37 EmergentBiosol EBS ... 29 89.60 –4.24 ... 19.10 9.95 FoleyTrasimII BFT.UT ... ... 17.00 +0.40 ... 5.25 2.54 GlobalCordBlood CO ... 6 3.71 +0.16 ... 80.49 24.54 Hexcel HXL .0 33 48.49 –0.30 .17
70.50 30.86 Cubic CUB .4 dd 62.04 +1.31 .135 83.14 37.75 EmersonElec EMR 2.5 25 80.37 +0.39 .505 98.05 52.91 FomentoEconMex FMX 1.9 96 75.77 +1.18 .7333 15.95 6.98 GlobalMedREIT GMRE 6.1 dd 13.06 –0.34 .20 10.75 10.29 HighlandTransI HTPA.UT ... ... 10.50 –0.03 ...
98.21 47.69 Cullen/Frost CFR 3.3 16 87.23 –0.25 .72 14.31 5.19 EmpireStateRealty ESRT .0 ... 9.32 –0.17 .105 43.07 17.46 FootLocker FL 1.5 12 40.44 +0.95 .15 21.71 8.77 GlobalNetLease GNL 9.3 cc 17.14 +0.16 .40 99.00 2.80 HighPointRscs HPR ... dd 9.16 –1.65 ...
17.26 5.28 Culp CULP 2.8 dd 15.87 +0.31 .11 44.90 25.53 EmployersHldgs EIG 3.1 11 32.19 +0.27 .25 9.50 3.96 FordMotor F .0 dd 8.79 –0.07 .15 20.47 6.30 GlobalPtnrs GLP 11.4 6 16.62 –0.32 .50 52.76 25.10 HighwoodsProp HIW 4.8 13 39.63 +0.93 .48
244.67 101.03 Cummins CMI 2.4 21 227.10 +0.57 1.35 10.45 9.80 Empower EMPW.UT ... ... 10.40 ... ... 11.00 10.11 ForestRoadAcqn FRX.UT ... ... 10.50 +0.12 ... 215.70 105.54 GlobalPayments GPN .4 cc 215.42 +9.87 .195 3.72 1.08 HillIntl HIL ... 19 1.92 +0.06 ...
149.90 70.56 CurtissWright CW .6 21 116.35 +3.06 .17 10.55 9.75 EmpowerA EMPW ... ... 10.01 ... ... 23.11 9.43 Forestar FOR ... 16 20.18 –1.14 ... 12.08 2.61 GlobalShipLease GSL ... ... 11.89 +0.43 ... 117.68 72.29 Hill-Rom HRC .9 30 97.97 +0.03 .22
20.65 6.84 Cushman&Wkfd CWK ... dd 14.83 –0.48 ... 1.49 0.89 EmpowerWt EMPW.WT ... ... 1.15 –0.03 ... 44.72 28.59 Fortis FTS 3.8 21 40.82 –0.16 .3861 223.26 70.83 Globant GLOB ... cc 217.61 –1.06 ... 40.05 13.61 Hillenbrand HI 2.2 dd 39.80 +1.09 .215
24.49 8.36 CustomersBancorp CUBI ... 6 18.18 +0.24 ... 6.44 2.54 EmpresaDisCom EDN ... 1 4.24 +0.68 ... 74.26 31.20 Fortive FTV .4 46 70.82 +1.18 .07 111.43 56.74 GlobeLife GL .8 14 94.96 +2.09 .1875 28.02 11.05 Hilltop HTH 1.3 7 27.51 +0.20 .09
9.64 1.90 CypressEnvl CELP .0 dd 2.30 –0.08 .21 10.81 1.61 EnableMidstream ENBL 12.6 dd 5.26 –0.10 .1653 23.49 3.69 FortressTransport FTAI 5.6 15 23.46 +0.27 .33 66.65 33.41 GlobusMedical GMED ... 71 65.22 –0.10 ... 35.07 8.28 HiltonGrandVac HGV ... cc 31.35 +0.89 ...
43.15 22.57 Enbridge ENB 8.2 46 31.99 –0.20 .6523 11.12 9.65 FortressValueII FAII ... ... 10.73 –0.07 ... 91.81 40.25 GoDaddy GDDY ... dd 82.95 –2.01 ... 116.73 44.30 Hilton HLT .0 dd 111.26 +4.37 .15
D 87.11
77.95
48.01
27.21
EncompassHealth
Endava
EHC
DAVA
1.4
...
31
cc
82.69
76.75
+0.01
–0.56
.28
...
11.60
3.25
9.95
1.12
FortressValueII
FortressValueIIWt
FAII.UT
FAII.WT
...
...
...
...
11.16
2.46
–0.02
+0.02
...
...
14.90
10.75
3.79
10.25
GoldFields
GoldenFalconAcqnUn
GFI
GFX.UT
1.3
...
32
...
9.27
10.40
–0.21
–0.03
.0929
...
16.84
24.59
4.67
6.57
HoeghLNG Ptrs
HollyEnergy
HMLP
HEP
12.3
9.9
10
9
14.30
14.20
...
+0.16
.44
.35
5.24 0.99 EndeavourSilver EXK ... dd 5.04 +0.46 ... 8.39 1.47 FortunaSilver FSM ... 66 8.24 +0.69 ... 22.50 8.00 GoldmanSachsBDC GSBD 9.4 63 19.12 –0.17 .05 51.75 16.81 HollyFrontier HFC 5.4 dd 25.85 +0.50 .35
26.26 2.20 DCP Midstream DCP 8.4 dd 18.52 –0.32 .39 11.21 5.22 EnelAmericas ENIA 5.6 10 8.22 –0.04 .4394 92.59 33.90 FortBrandsHome FBHS 1.2 24 85.72 –3.35 .26 263.93 130.85 GoldmanSachs GS 1.9 15 263.71 +7.55 1.25 292.95 140.63 HomeDepot HD 2.3 23 265.62 –5.30 1.50
10.98 9.87 D8 Holdings DEH.UT ... ... 10.69 +0.29 ... 5.11 2.95 EnelChile ENIC 5.4 dd 3.89 –0.05 .2164 40.20 3.00 ForumEnergyTech FET ... dd 11.90 –0.53 ... 38.84 21.49 Gorman-Rupp GRC 1.9 32 32.45 +0.04 .155 30.21 19.38 HondaMotor HMC 2.4 21 28.25 –0.31 .1815
10.20 9.60 D8 A DEH ... ... 10.16 +0.06 ... 53.84 26.60 Energizer ENR 2.8 dd 42.18 –1.44 .30 19.97 7.99 FdnBuilding FBM ... 18 19.21 –0.01 ... 73.36 26.75 GraceWR GRA 2.2 cc 54.82 –0.49 .30 216.70 101.08 Honeywell HON 1.7 31 212.70 +3.17 .93
M14 BARRON’S January 4, 2021

New York Stock Exchange Composite List


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.
46.23 30.48 HoraceMannEdu HMN 2.9 15 42.04 +0.30 .30 39.23 14.45 Kennametal KMT 2.2 dd 36.24 –1.18 .20 17.78 7.24 Manitowoc MTW ... dd 13.31 ... ... 8.35 1.72 NewSeniorInvt SNR 5.0 dd 5.18 –0.16 .065 12.52 9.55 PanaceaAcqnA PANA ... ... 11.70 +1.11 ...
11.10 10.00 HorizonAcqn HZAC.UT ... ... 10.56 –0.33 ... 22.80 10.98 KennedyWilson KW 4.9 31 17.89 –0.10 .22 6.65 0.99 Manning&Napier MN .0 40 6.27 +0.22 .02 30.00 7.60 NewYorkCityReit NYC 2.4 dd 8.11 +0.20 .0489 3.85 1.75 PanaceaAcqnWt PANA.WT ... ... 3.20 +0.35 ...
10.88 9.29 HorizonAcqnA HZAC ... ... 10.02 –0.33 ... 30.25 10.56 KenonHoldings KEN ... 5 30.10 +2.10 ... 100.99 49.57 Manpower MAN 2.6 63 90.18 –1.19 1.17 12.05 7.72 NY CmntyBcp NYCB 6.4 13 10.55 +0.11 .17 23.71 5.72 ParPacific PARR ... dd 13.98 +0.54 ...
1.96 0.75 HorizonAcqnWt HZAC.WT ... ... 1.45 –0.24 ... 20.37 7.45 KeyCorp KEY 4.5 14 16.41 +0.22 .185 21.23 8.62 ManulifeFin MFC 4.9 9 17.82 +0.30 .214 52.40 26.13 NYTimes A NYT .5 55 51.77 +0.42 .06 69.85 9.64 ParTechnology PAR ... dd 62.79 –4.04 ...
11.90 9.98 HorizonAcqnII HZON.UT ... ... 10.74 –0.11 ... 132.62 77.93 KeysightTechs KEYS ... 40 132.09 +1.14 ... 14.07 3.02 MarathonOil MRO 2.4 dd 6.67 +0.04 .03 488.81 304.65 NewMarket NEU 1.9 17 398.29 –1.39 1.90 15.00 5.54 ParamountGroup PGRE 3.1 dd 9.04 +0.12 .07
11.25 9.91 HorizonII A HZON ... ... 10.33 –0.01 ... 88.99 45.28 KilroyRealty KRC 3.5 35 57.40 +0.77 .50 61.92 15.26 MarathonPetrol MPC 5.6 dd 41.36 +0.15 .58 72.22 33.00 Newmont NEM 2.7 19 59.89 –0.59 .40 18.06 9.14 ParkAerospace PKE 3.0 36 13.41 +0.19 .10
2.84 1.10 HorizonII Wt HZON.WT ... ... 1.90 –0.15 ... 17.72 3.51 KimbellRoyalty KRP 11.0 dd 7.91 –0.24 .19 39.32 21.90 Marcus&Millichap MMI ... 37 37.23 –0.43 ... 6.40 0.65 NewparkResources NR ... dd 1.92 –0.03 ... 26.01 3.99 ParkHotels PK .0 dd 17.15 –0.04 .45
9.61 1.20 HorizonGlobal HZN ... dd 8.59 +0.24 ... 160.16 110.66 KimberlyClark KMB 3.2 20 134.83 +0.94 1.07 33.96 6.84 Marcus MCS .0 dd 13.48 +1.03 .17 10.02 2.57 NexaResources NEXA 3.9 dd 9.64 +1.12 .3775 280.29 93.00 ParkerHannifin PH 1.3 30 272.41 +2.96 .88
52.97 39.01 HormelFoods HRL 2.1 28 46.61 –0.56 .245 20.78 7.45 KimcoRealty KIM 4.3 7 15.01 +0.49 .16 22.61 6.77 MarineProducts MPX 2.2 31 14.54 –1.46 .04 20.47 6.34 NexPointRealEst NREF 9.7 ... 16.52 +0.10 .40 20.13 3.92 ParsleyEnergy PE 1.4 dd 14.20 +0.23 .05
81.21 25.51 DR Horton DHI 1.2 11 68.92 –2.93 .20 22.58 9.42 KinderMorgan KMI 7.7 cc 13.67 –0.16 .2625 39.96 7.25 MarineMax HZO ... 10 35.03 –2.77 ... 52.87 21.06 NexPointResidentl NXRT 3.2 31 42.31 +1.68 .3413 45.40 24.67 Parsons PSN ... 41 36.41 +1.17 ...
71.00 42.86 HoulihanLokey HLI 2.0 22 67.23 +0.08 .33 4.80 1.26 KingswayFin KFS ... dd 4.70 +0.13 ... 1347.64 710.52 Markel MKL ... 32 1033.30 +42.40 ... 83.34 43.70 NextEraEnergy NEE 1.8 39 77.15 +2.17 .35 6.83 0.26 PartyCity PRTY ... dd 6.15 –0.04 ...
42.47 5.12 Hovnanian HOV ... 5 32.86 –3.31 ... 10.49 9.99 KingswoodAcqn KWAC.UT ... ... 10.40 –0.05 ... 157.67 30.10 MarriottVacations VAC .0 dd 137.22 +3.17 .54 55.00 46.37 NextEra6.219%Un NEE.PRQ 5.5 ... 51.37 +1.50 .7774 471.08 163.42 PaycomSoftware PAYC ... cc 452.25 –9.88 ...
129.74 35.10 HowardHughes HHC ... dd 78.93 –0.80 ... 10.32 2.72 KinrossGold KGC 1.6 9 7.34 –0.05 .03 120.97 74.33 Marsh&McLen MMC 1.6 29 117.00 +1.87 .465 62.96 35.40 NextEraEnergyUn NEE.PRO 4.1 ... 59.20 +1.39 .609 10.61 0.80 PeabodyEnergy BTU ... dd 2.41 +0.69 ...
28.76 9.25 HowmetAerospace HWM .0 27 28.54 +1.16 .0163 92.30 32.76 Kirby KEX ... dd 51.83 +0.40 ... 287.51 135.08 MartinMarietta MLM .8 27 283.97 +8.92 .57 53.64 33.92 NextEraEnergyUn NEE.PRP 5.2 ... 50.84 +1.09 .6599 9.48 5.08 Pearson PSO 2.6 21 9.18 –0.03 .0771
18.20 8.75 Huami HMI ... 17 11.85 –0.12 ... 57.69 18.02 KirklandLakeGold KL 1.8 15 41.27 –0.72 .1875 60.16 27.04 Masco MAS 1.0 28 54.93 –1.86 .14 69.15 29.01 NextEraEnergy NEP 3.4 dd 67.05 +0.91 .595 26.98 5.39 PebblebrookHotel PEB .0 dd 18.80 –0.14 .01
21.25 11.69 HuanengPower HNP 4.7 11 14.41 +0.58 .7752 19.60 6.87 KiteRealty KRG 4.0 cc 14.96 +0.12 .15 109.84 34.88 MasoniteIntl DOOR ... 57 98.34 –2.99 ... 7.14 1.00 NexTierOilfield NEX ... dd 3.44 +0.02 ... 40.65 10.58 PembinaPipeline PBA 8.1 20 23.66 –0.41 .1604
166.37 85.62 Hubbell HUBB 2.5 23 156.79 –4.04 .98 47.44 27.54 Knight-Swift KNX .8 21 41.82 –0.39 .08 71.11 22.51 MasTec MTZ ... 16 68.18 –1.69 ... 22.33 11.62 NielsenHoldings NLSN 1.1 dd 20.87 +0.55 .06 5.40 0.36 PA Reit PEI 8.0 dd 1.00 –0.01 .02

.
420.61 90.84 HubSpot HUBS ... dd 396.44 –18.32 ... 26.34 7.74 Knoll KNL 1.6 43 14.68 +0.36 .06 367.25 199.99 Mastercard MA .5 54 356.94 +20.94 .44 147.95 60.00 Nike NKE .8 81 141.47 –0.13 .275 70.00 13.14 PennyMacFin PFSI .9 4 65.62 +0.35 .15
7.47 1.23 HudbayMinerals HBM .2 dd 7.00 +0.24 .0077 20.97 8.67 KnotOffshore KNOP 13.8 9 15.06 +0.16 .52 19.83 1.11 MatadorRscs MTDR ... dd 12.06 +0.02 ... 10.65 0.38 NineEnergy NINE ... dd 2.72 –0.09 ... 23.79 3.50 PennyMacMtg PMT 10.7 cc 17.59 –0.42 .47

ly
38.81 16.14 HudsonPacProp HPP 4.2 cc 24.02 +0.14 .25 22.20 11.10 Knowles KN ... dd 18.43 +0.46 ... 64.23 26.15 Materion MTRN .7 53 63.72 +0.99 .115 30.46 19.56 NiSource NI 3.7 dd 22.94 +0.85 .21 62.71 19.99 PenskeAuto PAG 2.8 11 59.39 +1.70 .42
474.70 208.25 Humana HUM .6 13 410.27 +5.44 .625 51.30 10.89 Kohl's KSS .0 dd 40.69 +1.78 .704 62.00 23.75 Matson MATX 1.6 20 56.97 –0.29 .23 48.39 20.42 NoahHoldings NOAH ... 22 47.81 +4.18 ... 58.82 22.01 Pentair PNR 1.5 25 53.09 +0.50 .20
279.71 136.44 HuntingIngalls HII 2.7 12 170.48 +5.08 1.14 55.30 29.89 KoninklijkePhil PHG ... 45 54.17 +0.38 ... 13.62 8.50 MauiLand MLP ... dd 11.53 +0.30 ... 5.14 2.34 Nokia NOK ... 27 3.91 +0.02 ... 277.00 121.80 Penumbra PEN ... dd 175.00 –12.41 ...
26.58 12.23 Huntsman HUN 2.6 cc 25.14 –0.39 .1625 47.14 12.91 KontoorBrands KTB 3.9 44 40.56 –0.97 .40 39.53 7.18 MaxarTech MAXR .1 29 38.59 +3.12 .01 26.41 14.08 NomadFoods NOMD ... 21 25.42 +0.25 ... 54.49 7.41 PerformanceFood PFGC ... dd 47.61 –0.36 ...
94.98 24.02 HyattHotels H .0 dd 74.25 +1.43 .20 38.86 8.25 Koppers KOP ... 8 31.16 +1.71 ... 80.50 46.42 Maximus MMS 1.5 22 73.19 +0.35 .28 5.46 3.55 NomuraHoldings NMR 3.9 8 5.33 +0.11 .1913 11.50 9.90 PeridotAcqn PDAC.UT ... ... 11.25 +0.30 ...
58.66 9.50 Hyliion HYLN ... dd 16.48 –0.62 ... 12.98 6.28 KoreaElcPwr KEP ... cc 12.27 +0.23 ... 38.61 7.79 MaxLinear MXL ... dd 38.19 +1.45 ... 45.62 8.92 Norbord OSB 2.0 15 43.20 –0.72 .2256 10.88 9.60 PeridotAcqnA PDAC ... ... 10.36 +0.11 ...
62.94 30.25 HysterYaleMatls HY 2.1 36 59.55 +1.33 .3175 45.86 21.45 KornFerry KFY .9 cc 43.50 –1.35 .10 14.74 3.89 MayvilleEngg MEC ... dd 13.42 +0.62 ... 9.00 2.30 NordicAmTankers NAT 15.3 5 2.95 –0.21 .04 2.07 0.66 PeridotAcqnWt PDAC.WT ... ... 1.78 +0.08 ...
27.38

on
6.79 0.50 KosmosEnergy KOS .0 dd 2.35 –0.12 .0452 105.54 56.11 McCormick MKC 1.4 17 95.60 +2.13 .31 43.37 11.72 Nordstrom JWN .0 dd 31.21 +0.87 .37 25.25 PeriphasCap PCPC.UT ... ... 26.11 +0.34 ...
I 31.44
37.22
4.45
26.72
Kraton
Kroger
KRA ... dd 27.79 +0.33 ...
KR 2.3 8 31.76 +0.23 .18
105.50
231.91
56.56
124.23
McCormickVtg
McDonalds
MKC.V
MCD
1.4
2.4
17
33
95.57
214.58
+2.95
+3.19
.31
1.29
247.98
12.32
112.62
4.11
NorfolkSouthern
NorthAmConstr
NSC
NOA
1.6
1.2
31
8
237.61
9.88
+3.22
+0.51
.94
.0307
149.95
4.24
62.91
2.11
PerkinElmer
PermianBasin
PKI
PBT
.2
7.1
39
11
143.50
3.31
+3.79
–0.11
.07
.0134
15.39 6.81 KronosWorldwide KRO 4.8 27 14.91 –0.13 .18 1.53 0.53 McEwenMining MUX ... dd .99 ... ... 6.00 2.19 NoEuroOil NRT 11.0 8 2.91 ... .02 2.15 0.46 PermianvilleRT PVL 22.1 3 .73 –0.07 .0038
66.36 21.79 IAA IAA ... 50 64.98 +0.04 ... 187.67 112.60 McKesson MCK 1.0 13 173.92 +3.14 .42 20.09 9.60 NorthernGenesis NGA ... ... 17.78 –0.62 ... 6.70 1.00 PermRock PRT 6.0 11 2.61 –0.60 .0149
23.25
15.42
5.13
6.86
2.68
ICICI Bank
ICL Group
IBN
ICL
...
1.8
26
...
14.86
5.05
+0.87
+0.36
...
.023 L 3.43
40.20
1.28
16.04
Mechel
Medallia
MTL
MDLA
...
...
dd
dd
2.05
33.22
+0.02
–0.92
...
... 6.74
9.84
0.76
NorthernGenesis
NorthernGenesisWt
NGA.UT
NGA.WT
...
...
...
...
20.86
5.64
+0.26
+0.03
...
...
63.86
28.15
40.01
21.50
Perrigo
PershingSquare
PRGO
PSTH
2.0
...
dd
...
44.72
27.72
+0.71
+1.69
.225
...
113.58 69.05 IDACORP IDA 3.0 20 96.03 +0.92 .71 52.93 21.62 MediaAlpha MAX ... ... 39.07 –5.90 ... 21.00 9.87 NorthernStar STIC.UT ... ... 15.70 –3.55 ... 10.43 5.20 PershingSquWt PSTH.WT ... ... 9.60 +0.37 ...
14.49 4.81 IDT IDT ... 10 12.36 –0.18 ... 6.45 1.36 LAIX LAIX ... dd 1.52 +0.12 ... 24.29 12.35 MedicalProp MPW 5.0 25 21.79 +0.06 .27 19.54 11.50 NorthernStarAcqn STIC ... ... 14.56 –3.94 ... 29.44 14.03 Perspecta PRSP 1.2 dd 24.08 +0.04 .07

us ,
101.45 44.81 IHS Markit INFO .8 39 89.83 +3.46 .17 10.50 9.96 L&F Acqn LNFA.UT ... ... 10.37 +0.07 ... 208.57 49.03 Medifast MED 2.3 25 196.34 –0.31 1.13 6.23 2.06 NorthernStarAcqnWt STIC.WT ... ... 3.61 –1.77 ... 53.55 27.68 PetroChina PTR 5.3 dd 30.72 +0.11 1.2636
12.44 4.52 ING Groep ING ... ... 9.44 –0.10 ... 42.17 8.00 L Brands LB .0 dd 37.19 –1.77 .30 45.20 7.00 MedleyCapital MCC ... dd 28.31 –0.55 ... 385.01 263.31 NorthropGrum NOC 1.9 21 304.72 +5.12 1.45 16.30 4.01 PetroleoBrasil PBR .8 dd 11.23 +0.26 .0867

l
19.01 6.38 Invesco IVZ 3.6 16 17.43 –0.18 .155 136.87 55.29 LCI Inds LCII 2.3 24 129.68 –4.60 .75 33.00 2.80 MedleyMgmt MDLY ... dd 7.99 +0.80 ... 77.26 42.33 NorthwestNat NWN 4.2 23 45.99 +0.28 .48 15.31 4.16 PetroleoBrasilA PBR.A ... dd 11.06 +0.25 ...
14.70 10.25 IonAcqn1 IACA.UT ... ... 12.08 –1.77 ... 8.54 3.64 LG Display LPL ... dd 8.44 +0.39 ... 27.90 7.37 Mednax MD ... dd 24.54 +0.65 ... 59.78 7.03 NorwegCruise NCLH ... dd 25.43 +0.85 ... 43.08 26.41 Pfizer PFE 4.2 24 36.81 –0.46 .39

e
14.56 9.96 IonAcqn1 A IACA ... ... 11.77 –1.48 ... 10.51 8.55 LGLS ysAcqn DFNS ... cc 10.12 –0.33 ... 122.15 72.13 Medtronic MDT 2.0 45 117.14 +3.11 .58 99.84 69.18 Novartis NVS 2.1 30 94.43 +5.88 3.0874 90.17 56.01 PhilipMorris PM 5.8 17 82.79 +0.28 1.20

al a
4.94 1.05 IonAcqn1Wt IACA.WT ... ... 3.60 –0.30 ... 11.52 9.00 LGL Systems Un DFNS.UT ... ... 11.10 –0.10 ... 92.14 65.25 Merck MRK 3.2 18 81.80 +1.66 .65 73.92 49.24 NovoNordisk NVO 1.3 26 69.85 +0.42 .5178 113.18 40.04 Phillips66 PSX 5.1 dd 69.94 +1.21 .90
8.83 1.13 IONGeophysical IO ... dd 2.43 –0.02 ... 1.86 0.39 LGLSysAcqnWt DFNS.WT ... ... 1.62 +0.03 ... 55.71 33.45 MercuryGeneral MCY 4.8 12 52.21 +0.42 .6325 57.01 12.31 NuSkinEnts NUS 2.7 18 54.63 +0.07 .375 65.22 19.00 Phillips66Ptrs PSXP 13.3 7 26.41 –0.89 .875
180.99 81.79 IQVIA IQV ... cc 179.17 +3.23 ... 4.37 1.00 LSB Inds LXU ... dd 3.39 +0.62 ... 35.61 10.01 Meredith MDP .0 dd 19.20 –0.07 .595 57.50 27.53 Nucor NUE 3.0 38 53.19 +0.75 .405 2.65 1.12 PhoenixNewMedia FENG .0 1 1.20 –0.05 1.3712
6.91 2.54 IRSA IRS ... dd 4.51 –0.02 ... 50.50 24.49 LTC Properties LTC 5.9 17 38.91 –0.28 .19 117.06 25.24 MeritageHomes MTH ... 9 82.82 –5.65 ... 29.36 4.98 NuSTAREnergy NS 11.1 dd 14.41 –0.05 .40 13.90 1.27 PhoenixTree DNK ... dd 2.91 –0.40 ...

ci on
79.63 35.41 ITT ITT .9 44 77.02 +0.53 .169 230.99 142.01 L3HarrisTech LHX 1.8 31 189.02 +3.86 .85 29.09 10.91 Meritor MTOR ... 9 27.91 –0.08 ... 50.81 23.85 Nutrien NTR 3.7 cc 48.16 +0.86 .45 59.67 16.01 Phreesia PHR ... dd 54.26 –3.05 ...
5.35 1.44 IamGold IAG ... dd 3.67 +0.10 ... 42.69 15.61 La-Z-Boy LZB 1.4 24 39.84 –1.35 .14 8.25 3.43 MesaRoyalty MTR 9.6 10 4.09 +0.18 .0237 28.75 10.54 nVentElectric NVT 3.0 dd 23.29 +0.15 .175 20.78 11.01 PhysiciansRealty DOC 5.2 40 17.80 –0.18 .23
199.50 104.56 IDEX IEX 1.0 41 199.20 +2.64 .50 218.77 98.02 LabCpAm LH ... 24 203.55 –0.32 ... 29.80 9.76 MesabiTrust MSB 6.0 20 28.05 –0.53 .36 24.78 11.26 PiedmontOfficeA PDM 5.2 6 16.23 +0.09 .21
31.58
224.69
12.12
115.94
iHuman
IllinoisToolWks ITW
IH ...
2.2
cc
31
18.12
203.88
–2.19
+1.44
...
1.14
18.97
96.32
2.65
39.06
LadderCapital
LambWeston
LADR
LW
8.2
1.2
30
34
9.78
78.74
–0.01
+1.09
.20
.235
39.58
53.28
21.76
22.85
MethodeElec
MetLife
MEI
MET
1.1
3.9
11
8
38.28
46.95
+0.56
+0.64
.11
.46 O 11.20
37.80
9.89
12.02
PineIslandAcqn
PingIdentity
PIPP.UT
PING
...
...
...
dd
10.31
28.64
–0.69
–0.35
...
...
21.00 6.01 Imax IMAX ... dd 18.02 +1.01 ... 10.34 4.89 Lannett LCI ... dd 6.52 –0.11 ... 51.09 15.52 MetropolitanBk MCB ... 9 36.27 +0.43 ... 105.51 60.05 PinnacleWest PNW 4.2 14 79.95 +2.08 .83
23.80 1.08 IndependenceContr ICD ... dd 2.94 –0.14 ... 61.00 6.60 LaredoPetrol LPI ... dd 19.70 –1.01 ... 1228.41 579.40 MettlerToledo MTD ... 48 1139.68 –0.51 ... 23.74 8.63 OFGBancorp OFG 1.5 22 18.54 +0.77 .07 75.44 10.10 Pinterest PINS ... dd 65.90 –5.14 ...
43.60 22.00 Independence IHC 1.1 cc 41.00 +0.95 .22 74.29 33.30 LasVegasSands LVS .0 dd 59.60 +2.59 .79 14.77 2.78 MicroFocus MFGP 9.7 dd 5.71 –0.10 .5833 46.43 23.01 OGE Energy OGE 5.1 dd 31.86 +0.71 .4025 159.01 48.62 PioneerNatRscs PXD 1.9 cc 113.89 +1.40 .55
16.85 6.86 IndepRealty IRT 3.6 49 13.43 –0.15 .12 44.95 20.94 Lazard LAZ 4.4 17 42.30 +0.70 .47 148.88 82.00 MidAmApt MAA 3.2 46 126.69 +2.09 1.025 15.64 4.31 O-I Glass OI .0 6 11.90 +0.40 .05 106.17 31.95 PiperSandler PIPR 1.5 39 100.90 +0.90 .375
53.21 28.04 IndustrsBachoco IBA 1.5 15 45.16 +1.16 .3499 7.45 1.03 Leaf LEAF ... dd 4.65 +0.11 ... 38.47 25.25 MillerIndustries MLR 1.9 15 38.02 +1.21 .18 96.97 63.67 ONE Gas OGS 2.8 22 76.77 +0.22 .54 7.70 1.67 PitneyBowes PBI 3.2 dd 6.16 +0.63 .05
17.03 6.76 Infosys INFY 1.4 30 16.95 +0.35 .1334 165.67 63.20 Lear LEA .6 90 159.03 –0.83 .25 66.24 27.28 MineralsTechs MTX .3 19 62.12 +0.74 .05 78.48 12.16 ONEOK OKE 9.7 26 38.38 –0.42 .935 88.77 23.77 PlanetFitness PLNT ... cc 77.63 –0.11 ...

er s
46.82 17.01 IngersollRand IR ... dd 45.56 –0.47 ... 3.09 0.71 LeeEnterprises LEE ... dd 1.26 +0.08 ... 14.39 2.77 MistrasGroup MG ... dd 7.76 +0.11 ... 64.39 34.98 OakStreetHealth OSH ... dd 61.16 –1.30 ... 34.86 4.60 Plantronics PLT .0 dd 27.03 +1.45 .15
88.02 24.92 Ingevity NGVT ... 18 75.73 +1.44 ... 51.76 22.03 Leggett&Platt LEG 3.6 26 44.30 +1.82 .40 5.47 3.32 MitsubishiUFJ MUFG 4.4 19 4.43 +0.09 .116 19.00 9.17 OaktreeAcqn OAC.UT ... ... 15.80 –0.45 ... 12.31 0.70 PlayAGS AGS ... dd 7.20 +0.20 ...
99.51 59.11 Ingredion INGR 3.3 16 78.67 –0.69 .64 125.84 68.00 Leidos LDOS 1.3 25 105.12 +0.88 .34 14.92 6.64 MiXTelematics MIXT 1.5 34 12.59 +0.63 .0616 16.36 9.40 OaktreeAcqn OAC ... dd 14.60 –0.38 ... 21.50 7.79 PlymouthIndREIT PLYM 5.3 dd 15.00 +0.16 .20
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

199.35 40.21 InnovativeIndProp IIPR 2.7 59 183.13 –5.30 1.24 6.96 1.03 LejuHoldings LEJU ... ... 2.29 +0.06 ... 3.12 1.96 MizuhoFin MFG 4.2 1 2.55 +0.04 .0719 4.70 0.60 OaktreeAcqnWt OAC.WT ... ... 3.90 +0.10 ... 110.30 37.35 Polaris PII 2.6 cc 95.28 –3.45 .62
95.78
204.72
121.67
22.59
40.53
29.02
Insperity
InspireMedical
InstalledBldg
NSP
INSP
IBP
2.0
...
...
21
dd
34
81.42
188.09
101.93
–3.52
–2.62
–6.76
.40
...
...
137.30
13.67
86.80
44.11
4.32
25.42
Lemonade
m er
LendingClub
Lennar A
LMND
LC
LEN
...
...
1.3
dd
dd
10
122.50
10.56
76.23
–2.61
+1.74
–4.20
...
...
.25
11.00
44.56
12.93
6.20
15.00
2.84
MobileTeleSys
ModelN
ModineMfg
MBT
MODN
MOD
7.2
...
...
10
dd
dd
8.95
35.68
12.56
+0.07
–0.54
+0.39
.1858
...
...
11.62
11.64
2.16
9.69
9.97
0.99
OaktreeAcqnII A
OaktreeAcqnII
OaktreeAcqnIIWt
OACB
OACB.UT
OACB.WT
...
...
...
...
...
...
10.49
10.71
1.91
–0.03
–0.07
+0.06
...
...
...
63.08
112.38
19.48
31.96
68.97
10.84
PortlandGenElec
PostHoldings
PostalRealty
POR
POST
PSTL
3.8
...
4.7
23
dd
dd
42.77
101.01
16.88
+1.32
+0.70
+0.31
.4075
...
.215
99.95 46.01 IntegerHoldings ITGR ... 37 81.19 –0.43 ... 70.83 18.87 Lennar B LEN.B 1.6 8 61.20 –3.23 .25 47.99 22.11 Moelis MC 3.3 37 46.76 –0.45 2.00 47.58 8.52 OccidentalPetrol OXY .2 dd 17.31 –0.36 .01 32.80 5.44 PrecisionDrilling PDS ... dd 16.49 +0.73 ...
115.40 63.51 ICE ICE 1.0 32 115.29 +2.60 .30 319.77 163.40 LennoxIntl LII 1.1 30 273.97 +0.54 .77 144.37 56.62 MohawkInds MHK ... 19 140.95 +2.23 ... 8.80 2.29 OccidentalPetrolWt OXY.WT ... ... 6.81 +0.07 ... 13.68 5.01 PrefApartment APTS 9.5 dd 7.40 +0.03 .175
69.04 25.39 InterContinentl IHG ... dd 65.12 +2.24 ... 21.83 9.09 LeviStrauss LEVI .8 dd 20.08 –0.53 .08 224.00 102.85 MolinaHealthcare MOH ... 16 212.68 +5.58 ... 16.00 2.01 OceaneeringIntl OII ... dd 7.95 –0.20 ... 46.12 27.40 PrestigeCnsHlth PBH ... 11 34.87 –0.03 ...
45.01 19.23 IntercorpFinSvcs IFS 5.4 31 32.35 +2.35 1.75 12.08 7.86 LexingtonRealty LXP 4.0 18 10.62 –0.14 .1075 80.00 42.00 MolsonCoorsA TAP.A .0 23 62.70 +12.70 .57 32.51 4.22 OcwenFinancial OCN ... cc 28.91 –2.12 ... 14.55 4.05 PretiumResources PVG ... 24 11.48 +0.12 ...
158.75 90.56 IBM IBM 5.2 14 125.88 +1.19 1.63 11.50 2.17 LibertyOilfield LBRT .0 dd 10.31 –0.44 .05 61.94 32.11 MolsonCoorsB TAP .0 17 45.19 –0.28 .57 2.41 0.35 Oi OIBR.C ... dd 2.03 +0.04 ... 10.65 9.85 PrimeImpactI PIAI.UT ... ... 10.61 +0.03 ...
17.92 10.30
m rp
143.87 92.14 IntlFlavors IFF 2.8 33 108.84 –1.22 .77 120.87 67.31 LifeStorage LSI 3.6 37 119.39 –0.02 1.07 8.42 MonmouthRealEst MNR 3.9 dd 17.32 –0.08 .17 38.80 28.53 OilDriAmerica ODC 3.1 13 34.08 –0.32 .26 9.51 PrimeImpactI A PIAI ... ... 10.10 –0.04 ...
51.84 31.38 IntlFlavorsUn IFFT 7.3 ... 40.84 –0.20 .75 3.89 0.58 LightInTheBox LITB ... 14 2.54 +0.09 ... 35.89 16.41 MontroseEnvl MEG ... dd 30.96 –1.14 ... 16.91 1.52 OilStatesIntl OIS ... dd 5.02 –0.02 ... 1.57 0.85 PrimeImpactIWt PIAI.WT ... ... 1.53 +0.13 ...
17.14 3.59 IntlGameTech IGT .0 dd 16.94 +0.62 .20 71.00 8.17 LightspeedPos LSPD ... dd 70.39 +1.93 ... 305.96 164.19 Moody's MCO .8 30 290.24 +11.36 .56 23.62 11.88 OldRepublic ORI 4.3 19 19.71 +0.50 1.00 141.15 61.20 Primerica PRI 1.2 14 133.93 –0.82 .40
51.99 26.38 IntlPaper IP 4.1 40 49.72 –0.04 .5125 173.90 117.06 EliLilly LLY 2.0 28 168.84 +2.18 .85 95.93 32.49 Moog A MOG.A 1.3 cc 79.30 +0.07 .25 26.43 8.76 Olin OLN 3.3 dd 24.56 –1.39 .20 16.34 6.33 PrimoWater PRMW 1.5 dd 15.68 –0.32 .06
31.39 12.44 IntlSeaways INSW 1.5 4 16.33 –0.22 .06 61.96 16.11 LincolnNational LNC 3.3 13 50.31 +0.57 .42 95.10 33.58 Moog B MOG.B 1.3 cc 79.87 +0.19 .25 45.22 13.33 OmegaHealthcare OHI 7.4 54 36.32 –0.90 .67 37.61 12.67 ProAssurance PRA 1.1 dd 17.79 –0.65 .05
19.84 9.15 InterPrivate IPV ... cc 14.54 –3.22 ... 269.78 146.71 Linde LIN 1.5 63 263.51 +6.89 .963 68.97 27.20 MorganStanley MS 2.0 12 68.53 +0.44 .35 10.69 9.88 Omnichannel OCA.UT ... ... 10.30 –0.08 ... 146.92 94.34 Procter&Gamble PG 2.3 27 139.14 +1.42 .7907
23.14 9.30 InterPrivate IPV.U ... cc 16.60 –3.29 ... 130.18 71.86 Lindsay LNN 1.0 36 128.46 +1.15 .32 23.70 6.50 Mosaic MOS .9 dd 23.01 +1.05 .05 81.17 44.50 Omnicom OMC 4.2 14 62.37 +1.07 .65 102.05 62.18 Progressive PGR .4 11 98.88 +0.57 4.50
5.20 0.40 InterPrivateWt IPV.WT ... ... 4.10 –0.40 ... 9.47 2.83 Linx LINX .2 ... 7.10 –0.04 .0184 10.60 10.20 MotiveCapital MOTV.UT ... ... 10.54 +0.20 ... 11.49 10.03 one AONE.UT ... ... 11.38 +0.12 ... 112.37 59.82 Prologis PLD 2.3 46 99.66 +2.42 .58
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

25.20 11.63 Interpublic IPG 4.3 16 23.52 ... .255 11.53 4.18 LionsGate A LGF.A ... dd 11.37 +0.47 ... 187.49 120.77 MotorolaSol MSI 1.7 38 170.06 +1.59 .71 11.03 9.70 oneA AONE ... ... 10.77 +0.07 ... 12.12 1.36 ProPetro PUMP ... dd 7.39 –0.16 ...
28.23 6.00 IntrepidPotash IPI ... dd 24.15 +8.44 ... 10.85 3.87 LionsGate B LGF.B ... dd 10.38 +0.39 ... 21.90 8.12 Movado MOV ... dd 16.62 –0.77 ... 2.81 0.83 oneWt AONE.WT ... ... 2.10 –0.10 ... 17.10 7.26 ProSightGlobal PROS ... 16 12.83 +0.08 ...
9.67 3.90 Invacare IVC .0 dd 8.95 +0.39 .0125 310.57 55.74 LithiaMotors LAD .4 19 292.67 +2.66 .31 36.66 16.78 MuellerIndustries MLI 1.1 15 35.11 +0.20 .10 29.00 9.71 OneLiberty OLP 9.0 14 20.07 +0.57 .45 75.22 42.02 ProsperityBcshs PB 2.8 13 69.36 +0.03 .49
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18.30 1.82 InvescoMtg IVR 9.5 dd 3.38 +0.04 16.97 1.92 LithiumAmericas LAC ... 28 12.55 +0.24 ... 12.71 6.64 MuellerWater MWA 1.8 27 12.38 +0.24 .055 28.80 9.02 OneConnectFinTech OCFT ... dd 19.71 –1.24 ... 203.88 63.19 ProtoLabs PRLB ... 73 153.40 –19.15 ...
10.52 10.01 Investindustrial IIAC.UT ... ... 10.28 –0.10 ... 76.60 21.70 LiveNationEnt LYV ... dd 73.48 +1.84 ... 12.93 6.12 MultiPlan MPLN ... dd 7.99 –0.94 ... 48.92 12.21 OneMain OMF 3.7 10 48.16 +1.44 .45 24.84 9.05 ProvidentFinSvcs PFS 5.1 15 17.96 +0.11 .23
61.59 7.42 Invitae NVTA ... dd 41.81 –5.26 ... 11.09 10.15 LiveOakAcqnII LOKB.UT ... ... 10.85 +0.26 ... 3.77 1.02 MultiPlanWt MPLN.WT ... ... 1.50 –0.21 ... 7.03 3.55 OneSmartIntl ONE ... dd 3.80 +0.11 ... 97.24 38.62 PrudentialFin PRU 5.6 dd 78.07 +1.33 1.10
32.70 15.64 InvitatHomes INVH 2.0 cc 29.70 +0.59 .15 20.11 3.95 Livent LTHM ... dd 18.84 +0.07 ... 28.12 4.50 MurphyOil MUR 4.1 dd 12.10 –0.06 .125 49.11 20.32 OntoInnovation ONTO ... dd 47.55 –0.47 ... 39.10 15.68 Prudential PUK 1.7 dd 36.93 +0.29 .1074
34.49 21.00 IronMountain IRM 8.4 64 29.48 –0.06 .6185 80.07 23.44 LiveRamp RAMP ... dd 73.19 +0.94 ... 144.09 78.75 MurphyUSA MUSA .8 11 130.87 +0.71 .25 19.18 7.45 Ooma OOMA ... dd 14.40 –0.02 ... 62.15 34.75 PublicServiceEnt PEG 3.4 15 58.30 +1.15 .49
20.87
F

17.50 5.48 iStar STAR 3.0 dd 14.85 –0.14 .11 3.36 1.17 LloydsBanking LYG ... 96 1.96 –0.05 ... 6.91 MyersIndustries MYE 2.6 19 20.78 +0.52 .135 33.55 14.21 Oppenheimer A OPY 1.5 6 31.43 –0.29 1.00 240.75 155.37 PublicStorage PSA 3.5 36 230.93 +2.08 2.00
9.00 3.01 ItauCorpBanca ITCB ... dd 4.95 +0.21 ... 442.53 266.11 LockheedMartin LMT 2.9 15 354.98 +3.01 2.60 30.90 5.98 MyovantSciences MYOV ... dd 27.62 +4.87 ... 66.20 39.71 Oracle ORCL 1.5 20 64.69 –0.27 .24 49.70 17.12 PulteGroup PHM 1.3 9 43.12 –2.08 .14
9.40 3.48 ItauUnibanco ITUB 2.2 15 6.09 –0.10 .0123 56.88 27.33 Loews L .6 dd 45.02 +1.02 .0625 14.84 9.93 Orange ORAN 4.4 10 11.86 –0.12 .473 24.63 7.93 PureStorage PSTG ... dd 22.61 –1.37 ...
7.90 3.01 LomaNegra LOMA 4.1 6 6.15 +0.01 .2643
N 6.89 1.53 OrchidIslandCap ORC 14.9 cc 5.22 –0.15 .065 12.39 3.62 Puxin NEW ... dd 5.82 –1.03 ...
J 25.43
22.96
9.95
9.34
LongviewAcqn
LongviewAcqnA
LGVW.UT
LGVW
...
...
...
...
21.65
19.79
–1.85
–1.27
...
...
19.71
5.99
5.93
1.53
OrionEngCarbons
OrionGroup
OEC
ORN
.0
...
38
9
17.14
4.96
+0.62
+0.02
.20
...
8.81
4.80
3.46
0.26
PzenaInvtMgmt
QEP Resources
PZN
QEP
1.6
.0
36
22
7.30
2.39
–0.05
–0.03
.03
.02
7.86 0.77 LongviewAcqnWt LGVW.WT ... ... 6.59 –0.56 ... 49.03 17.95 NACCO Inds NC 2.9 7 26.30 –0.71 .1925 89.21 52.65 Orix IX 3.9 9 77.33 +3.34 1.6762 72.60 42.64 QTS Realty QTS 3.0 dd 61.88 +0.31 .47
10.44 3.03 J Alexander's JAX ... dd 7.29 +0.06 ... 40.76 12.97 LouisianaPacific LPX 1.6 22 37.17 –1.59 .145 38.09 10.55 NCR NCR ... 12 37.57 +1.01 ... 91.99 53.44 OrmatTech ORA .5 60 90.28 +4.04 .11 130.59 47.17 Q2Holdings QTWO ... dd 126.53 –1.60 ...
42.36 21.88 JBG SMITH Prop JBGS 2.9 cc 31.27 +0.39 .225 180.67 60.00 Lowe's LOW 1.5 23 160.51 –2.26 .60 12.08 1.15 NGL Energy NGL 16.7 dd 2.40 –0.34 .10 95.20 46.72 Oshkosh OSK 1.5 18 86.07 +0.46 .33 55.27 32.97 Qiagen QGEN ... 64 52.85 +0.64 ...
27.32 6.06 JELD-WEN JELD ... 46 25.36 +1.18 ... 3.30 0.46 Luby's LUB ... dd 2.84 –0.09 ... 57.20 2.11 NIO NIO ... dd 48.74 +2.97 ... 13.31 4.65 OsiskoGoldRoyal OR 1.2 dd 12.68 +0.32 .0374 6.97 2.00 QuadGraphics QUAD .0 dd 3.82 +0.30 .15
7.80 1.55 J.Jill JILL ... dd 3.73 –0.29 ... 20.17 11.56 LufaxHolding LU ... 19 14.20 +0.03 ... 5.40 2.28 NL Industries NL ... 14 4.78 +0.23 ... 11.51 9.40 OspreyTechUn SFTW.UT ... ... 10.94 –0.42 ... 272.31 108.14 QuakerChemical KWR .6 cc 253.39 +0.95 .395
4.00 2.15 JMP JMP ... dd 3.85 +0.22 ... 34.97 3.77 LumberLiqu LL ... 19 30.74 –2.96 ... 11.91 4.03 NOW DNOW ... dd 7.18 +0.33 ... 10.90 9.11 OspreyTechA SFTW ... dd 10.47 –0.18 ... 22.93 7.90 QuanexBldg NX 1.4 19 22.17 –0.38 .08
141.10 76.91 JPMorganChase JPM 2.8 17 127.07 +2.55 .90 15.30 8.16 LumenTech LUMN 10.3 8 9.75 –0.11 .25 40.25 19.54 NRG Energy NRG 3.2 2 37.55 +2.47 .30 1.81 0.51 OspreyTechWt SFTW.WT ... ... 1.47 –0.13 ... 73.98 23.77 QuantaServices PWR .3 27 72.02 +1.09 .06
45.39 17.63 Jabil JBL .8 31 42.53 –0.34 .08 3.81 0.86 LumentFinance LFT 11.0 11 3.27 –0.19 .09 4530.00 2043.01 NVR NVR ... 19 4079.86 –136.53 ... 68.21 38.00 OtisWorldwide OTIS 1.2 34 67.55 +1.76 .20 132.73 9.74 QuantumScape QS ... ... 84.45 –30.32 ...
111.17 59.29 JacobsEngg J .7 38 108.96 +1.68 .19 18.84 10.27 Luxfer LXFR 3.0 44 16.42 +0.86 .125 167.50 9.79 NaborsIndustries NBR .0 dd 58.23 –0.12 .50 31.20 7.07 OutfrontMedia OUT .0 dd 19.56 +0.32 .38 43.48 0.74 QuantumScapeWt QS.WT ... ... 38.00 +2.43 ...
30.00 8.98 JamesHardie JHX ... 88 29.66 +0.35 ... 35.13 4.79 Lydall LDL ... dd 30.03 +0.10 ... 11.82 3.66 NamTaiProperty NTP ... dd 5.85 +0.85 ... 2.81 1.61 OverseasShip OSG ... 5 2.14 –0.11 ... 5.09 1.17 Qudian QD ... 7 1.38 +0.15 ...
34.47 11.81 JanusHenderson JHG 4.4 75 32.51 +0.09 .36 95.47 33.71 LyondellBasell LYB 4.6 26 91.66 +1.05 1.05 37.15 20.25 NatlBankHoldings NBHC 2.4 13 32.76 –0.29 .20 25.00 2.10 Ovintiv OVV 2.6 dd 14.36 –0.21 .0938 131.81 73.02 QuestDiag DGX 1.9 15 119.17 –1.06 .56
15.67 10.10 JawsAcquisition JWS.UT ... ... 13.75 –1.36 ... 46.67 31.58 NationalFuelGas NFG 4.3 dd 41.13 –1.01 .445 31.68 3.63 Owens&Minor OMI .0 dd 27.05 –3.26 .0025 10.99 4.55 QuotientTech QUOT ... dd 9.42 –0.23 ...
78.99
14.70 9.95 JawsAcqnA JWS ... ... 13.41 –0.49 ...
M 69.08 44.29 NationalGrid NGG 5.3 22 59.03 +1.14 1.1285 28.56 OwensCorning OC 1.4 dd 75.76 –2.64 .26
3.53 1.26 JawsAcqnWt JWS.WT ... ... 2.70 –0.20 ... 91.12 31.37 NatlHealthInv NHI 6.4 16 69.17 –0.54 1.1025 18.05 8.09 OwlRock ORCC 9.8 14 12.66 –0.34 .08
R
n-

12.78 10.40 JawsSpitfire SPFR.UT ... ... 11.05 –0.08 ... 25.81 7.70 NatlOilwell NOV .0 dd 13.73 +0.23 .05 77.41 30.37 OxfordIndustries OXM 1.5 dd 65.51 +2.51 .25
24.67 11.20 JefferiesFin JEF 2.4 11 24.60 +0.93 .15 174.00 85.09 M&T Bank MTB 3.5 13 127.30 +2.34 1.10 97.90 66.60 NatlPrestoInds NPK 1.1 14 88.43 +0.61 5.00
13.52
90.20
2.40
11.42
JianpuTech
JinkoSolar
JT
JKS
...
...
...
20
3.04
61.87
+0.13
–10.34
...
...
9.72
52.50
4.93
15.75
MBIA
MDC Holdings
MBI
MDC
...
3.3
dd
10
6.58
48.60
–0.37
–2.34
...
.40
58.87
38.22
24.04
19.34
NatlRetailProp
NatlStorage
NNN
NSA
5.1
3.9
33
91
40.92
36.03
–1.18
+0.27
.52
.35 PQ 27.26
40.78
16.81
14.40
RELX
RE/MAX
RELX
RMAX
2.3
2.4
30
52
24.66
36.33
+0.26
–1.19
.1725
.22
129.73 56.17 JohnBeanTech JBT .4 30 113.87 –3.91 .10 32.22 15.00 MDU Rscs MDU 3.2 14 26.34 +0.59 .2125 23.90 7.93 Natura&Co NTCO .0 dd 20.00 +0.18 .067 12.31 3.50 REV REVG .0 dd 8.81 –0.36 .05
157.66 109.16 J&J JNJ 2.6 25 157.38 +4.91 1.01 8.09 0.32 MFA Financial MFA 7.7 dd 3.89 –0.08 .075 13.14 2.62 NaturalGasSvcs NGS ... cc 9.48 –0.72 ... 33.99 4.06 PBF Energy PBF .0 dd 7.10 +0.22 .30 494.40 73.14 RH RH ... 57 447.52 –28.20 ...
47.58 22.78 JohnsonControls JCI 2.2 55 46.59 +0.66 .26 15.24 4.34 MGIC Investment MTG 1.9 9 12.55 +0.25 .06 17.39 5.41 NaturalGrocers NGVC 2.0 16 13.74 +0.46 2.00 21.78 3.06 PBF Logistics PBFX 13.1 4 9.15 +0.04 .30 110.59 66.02 RLI RLI .9 37 104.15 +0.37 1.00
178.55 78.29 JonesLang JLL ... 18 148.37 –5.39 ... 34.37 11.43 MGMGrowthProp MGP 6.2 64 31.30 –0.30 .4875 22.02 8.50 NaturalResPtrs NRP 13.1 dd 13.75 –0.35 .45 18.34 6.25 PG&E PCG ... dd 12.46 +0.07 ... 17.85 3.88 RLJ Lodging RLJ .3 dd 14.15 –0.18 .01
no

49.00 2.15 JumiaTech JMIA ... dd 40.35 –3.27 ... 34.64 5.90 MGM Resorts MGM .0 11 31.51 +0.77 .0025 14.50 0.37 Natuzzi NTZ ... dd 12.55 +1.07 ... 126.76 91.42 PG&EUn PCGU 3.4 ... 122.84 +0.88 1.375 5.35 1.72 RPC RES ... dd 3.15 –0.03 ...
12.14 9.50 JuniperIndustrial JIH.UT ... ... 11.70 –0.28 ... 49.93 9.62 MI Homes MHO ... 6 44.29 –3.49 ... 6.49 2.34 NatWest NWG .0 27 4.52 +0.06 .1296 21.49 6.88 PGT Innovations PGTI ... 31 20.34 –0.79 ... 98.35 42.85 RPM RPM 1.7 31 90.78 +0.72 .38
11.40 9.10 JuniperIndlA JIH ... cc 10.71 –0.42 ... 31.60 17.98 MinisoGroup MNSO ... dd 26.39 –4.65 ... 28.43 1.20 Nautilus NLS ... 17 18.14 –2.73 ... 11.38 1.36 PHX Minerals PHX 1.7 dd 2.30 –0.02 .01 15.18 4.62 RPTRealty RPT .0 13 8.65 +0.15 .22
2.15 0.48 JuniperIndlWt JIH.WT ... ... 1.84 –0.19 ... 6.85 0.88 MOGU MOGU ... dd 2.17 –0.31 ... 13.80 3.80 NavigatorHldgs NVGS ... dd 10.95 –0.20 ... 79.39 23.63 PJT Partners PJT .3 22 75.25 –2.47 .05 4.18 0.72 RR Donnelley RRD .0 dd 2.26 +0.23 .03
26.49 15.20 JuniperNetworks JNPR 3.6 19 22.51 +0.11 .20 27.36 6.87 MPLX MPLX 12.7 dd 21.65 –0.09 .6875 9.18 2.09 NaviosMaritime NNA 6.5 1 3.09 –0.07 .05 30.58 15.91 PLDT PHI 3.9 11 27.91 –0.05 .7806 5.97 2.22 RYBEducation RYB ... dd 2.37 –0.12 ...
2.59 0.88 JupaiHoldings JP ... dd 1.83 –0.10 ... 40.74 9.78 MP Materials MP ... ... 32.17 –3.34 ... 4.48 1.30 NaviosMaritime NM ... dd 2.25 –0.14 ... 10.53 9.88 PMV Consumer PMVC.UT ... ... 10.30 –0.09 ... 25.89 9.53 RadianGroup RDN 2.5 10 20.25 +0.25 .125
61.05 4.27 JustEnergy JE ... dd 4.68 –0.16 ... 20.51 1.17 MP Matls Wt MP.WT ... ... 15.37 –2.28 ... 18.65 4.08 NaviosMaritime NMM 1.8 dd 11.20 +1.60 .05 10.20 9.60 PMV Consumer PMVC ... ... 10.15 +0.09 ... 26.63 9.40 Rafael RFL ... dd 23.32 –0.87 ...
14.16 3.31 MRC Global MRC ... dd 6.63 +0.04 ... 45.25 15.01 NavistarIntl NAV ... dd 43.96 –0.05 ... 1.49 0.58 PMV Consumer Wt PMVC.WT ... ... 1.10 +0.07 ... 128.29 59.82 RalphLauren RL .0 dd 103.74 +2.82 .6875
K 155.47
446.90
83.57
218.65
MSA Safety
MSCI
MSA
MSCI
1.2
.7
42
67
149.39
446.53
+0.43
+14.07
.43
.78
10.75
10.39
9.92
9.50
NavSight
NavSightA
NSH.UT
NSH
...
...
...
...
10.30
10.01
–0.22
–0.07
...
...
161.25
56.14
79.41
27.08
PNC Fin
PNM Resources
PNC
PNM
3.1
2.7
9
20
149.00
48.53
+2.85
–0.12
1.15
.3275
9.41
7.99
1.61
2.27
RangeResources
RangerEnergySvcs
RRC
RNGR
...
...
dd
dd
6.70
3.64
–0.33
–0.14
...
...
87.84 44.93 MSC Industrial MSM 3.6 19 84.39 –1.49 .75 1.90 0.63 NavSightWt NSH.WT ... ... 1.28 –0.12 ... 64.87 26.27 POSCO PKX 2.0 25 62.31 +1.01 .3387 13.57 5.70 Ranpak PACK ... dd 13.44 +1.24 ...
24.13 9.41 KAR Auction KAR .0 cc 18.61 +0.43 .19 17.56 8.52 MSG Networks MSGN ... 5 14.74 +1.15 ... 72.54 33.44 Neenah NP 3.4 dd 55.32 +0.07 .47 149.88 69.77 PPG Ind PPG 1.5 32 144.22 –0.78 .54 102.45 54.21 RaymondJames RJF 1.6 16 95.67 +2.75 .39
43.95 20.93 KB Fin KB ... 5 39.60 –1.28 ... 6.50 1.76 MV Oil MVO 15.7 5 3.12 +0.12 .095 73.92 36.70 Nelnet NNI 1.2 18 71.24 +2.52 .22 36.83 18.12 PPL PPL 5.9 14 28.20 +1.31 .415 8.63 0.90 RayonierAdvMatls RYAM ... dd 6.52 +0.11 ...
42.20 9.82 KB Home KBH 1.8 10 33.52 –2.35 .15 26.98 4.81 Macerich MAC 5.6 cc 10.67 –0.23 .15 10.34 4.65 NeoPhotonics NPTN ... 51 9.09 +0.03 ... 17.26 8.50 PQ Group PQG .0 45 14.26 +0.28 1.80 33.10 15.96 Rayonier RYN 3.7 89 29.38 –0.21 .27
31.92 12.00 KBR KBR 1.3 dd 30.93 +1.20 .10 23.89 10.35 Mack-Cali CLI .0 dd 12.46 –0.24 .20 7.97 1.38 Nesco NSCO ... dd 7.37 +0.13 ... 60.11 11.02 ProgHoldings PRG .0 dd 53.87 –0.14 .0381 93.45 40.71 RaytheonTech RTX 2.7 dd 71.51 +1.24 .475
79.40 31.79 KE Holdings BEKE ... dd 61.54 –3.80 ... 45.93 12.50 MacquarieInfr MIC .0 dd 37.55 –0.19 11.00 1.18 0.08 NescoWt NSCO.WT ... ... .96 +0.05 ... 68.81 19.73 PROS PRO ... dd 50.77 +0.82 ... 16.90 3.92 ReadyCapital RC 11.2 18 12.45 –0.31 .35
40.71 15.55 KKR KKR 1.3 25 40.49 +0.65 .135 18.57 4.38 Macy's M .0 dd 11.25 +0.50 .3775 19.82 16.77 Netstreit NTST 4.1 ... 19.49 +0.91 .20 173.38 102.48 PSBusinessParks PSB 3.2 32 132.87 +0.98 1.05 15.77 2.09 Realogy RLGY ... dd 13.12 –0.91 ...
22.03 6.84 KKR RealEstFin KREF 9.6 20 17.92 –0.48 .43 106.63 58.67 MSG Entertainment MSGE ... dd 105.04 +16.83 ... 188.14 65.05 Nevro NVRO ... dd 173.10 –9.31 ... 108.06 28.40 PVH PVH .0 dd 93.89 +0.07 .0375 84.92 38.00 RealtyIncome O 4.5 52 62.17 +1.08 .2345
11.63 6.66 KT KT ... 11 11.01 –0.33 ... 225.62 130.12 MSG Sports MSGS ... dd 184.10 +6.78 ... 10.02 7.00 NewFrontierHlth NFH ... dd 8.60 –0.40 ... 138.95 71.05 PackagingCpAm PKG 2.9 28 137.91 +1.81 1.00 3.76 1.16 RedLionHotels RLH ... dd 3.46 +0.75 ...
144.83 52.71 Kadant KAI .7 34 140.98 +3.71 .24 65.34 22.02 MagellanMid MMP 9.7 10 42.44 –0.34 1.0275 2.34 0.66 NewFrontierWt NFH.WT ... ... 2.18 –0.07 ... 48.29 12.33 PagerDuty PD ... dd 41.70 –4.36 ... 12.98 10.03 RedBallAcqn RBAC.UT ... ... 11.56 –0.25 ...
1.95 0.44 KaleyraWt KLR.WT ... ... 1.50 –0.32 ... 75.65 22.75 MagnaIntl MGA 2.3 48 70.80 +0.17 .40 6.00 0.94 NewHome NWHM ... dd 4.69 –0.11 ... 57.46 13.58 PagSeguroDig PAGS ... 67 56.88 +3.06 ... 11.37 9.90 RedBallAcqnA RBAC ... ... 10.89 –0.11 ...
67.45 29.38 Kaman KAMN 1.4 dd 57.13 +0.37 .20 16.06 6.30 MagnaChipSem MX ... 62 13.52 +0.44 ... 44.67 21.14 NewJerseyRscs NJR 3.7 17 35.55 +0.41 .3325 33.50 8.90 PalantirTech PLTR ... dd 23.55 –4.20 ... 2.80 1.29 RedBallAcqnWt RBAC.WT ... ... 2.24 –0.16 ...
204.53 92.86 KSCitySouthern KSU .9 34 204.13 +4.40 .44 13.29 3.23 MagnoliaOil MGY ... dd 7.06 –0.30 ... 186.40 102.01 NewOrientalEduc EDU ... 80 185.81 +13.35 ... 375.00 125.47 PaloAltoNtwks PANW ... dd 355.39 –11.75 ... 18.01 2.14 RedwoodTrust RWT 6.4 dd 8.78 –0.12 .14
72.88 52.66 Kellogg K 3.7 18 62.23 +0.45 .57 45.10 14.11 MainStreetCap MAIN 7.6 dd 32.26 +1.16 .205 74.20 33.49 NewRelic NEWR ... dd 65.40 –3.49 ... 16.69 8.72 PampaEnergia PAM ... 7 13.78 +0.50 ... 124.82 51.99 RegalBeloit RBC 1.0 29 122.81 +2.58 .30
85.70 53.81 Kemper KMPR 1.6 12 76.83 –0.32 .30 20.48 12.06 ManchesterUnited MANU 1.1 dd 16.74 +0.11 .09 17.66 2.91 NewResidInvt NRZ 8.0 dd 9.94 –0.17 .20 13.19 10.42 PanaceaAcqn PANA.UT ... ... 12.76 +1.46 ... 30.78 10.33 RegionalMgmt RM 2.7 12 29.86 +1.27 .20
January 4, 2021 BARRON’S M15

New York Stock Exchange Composite List


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
17.30 6.94 RegionsFin RF 3.8 20 16.12 +0.17 .155 45.33 8.75 SixFlags SIX .0 dd 34.10 +0.45 .25 31.34 5.00 TalosEnergy TALO ... dd 8.24 +0.03 ...
18.15 4.22 Regis RGS ... dd 9.19 –0.29 ... 44.50 17.06 SkechersUSA SKX ... 53 35.94 –0.18 ... 16.93 4.05 Tanger SKT .0 dd 9.96 –0.42 .3575
164.68
13.04
55.39
10.66
ReinsGrp
ReinventTechPtrs
RGA
RTP.UT
2.4
...
15
...
115.90
12.25
+2.32
–0.25
.70
...
23.87
8.88
9.81
1.35
Skillz
SkillzWt
SKLZ
SKLZ.WT
...
...
...
...
20.00
7.22
+0.98
+0.50
...
...
31.65
42.13
10.18
3.66
Tapestry
TargaResources
TPR
TRGP
.0
1.5
dd
dd
31.08
26.38
+0.23
–0.17
.3375
.10
The Good Place: NYSE Composite breadth rose for a 9th straight week,
12.27
3.72
10.35
1.98
ReinventTechA
ReinventTechWt
RTP
RTP.WT
...
...
...
...
11.56
3.25
–0.19
–0.05
...
...
37.03
44.15
10.82
15.10
SkylineChamp
SlackTech
SKY
WORK
...
...
34
dd
30.94
42.24
–0.71
–0.41
...
...
181.17
89.67
90.17
53.95
Target
TaroPharm
TGT
TARO
1.5
...
23
dd
176.53
73.42
+1.34
+0.62
.68
...
as winners outnumbered losers by 5 to 4. The S&P 500 gained 1.4% dur-
12.15 dd
123.09
10.70
70.57
ReinventTechZ
RelianceSteel
RTPZ.UT
RS
...
2.1
...
20
11.38
119.75
–0.62
+1.63
...
.625
75.49
58.66
30.91
33.81
Smartsheet
SmithAO
SMAR
AOS
...
1.9 28
69.29
54.82
–3.21
–0.66
...
.26
14.03
28.47
3.92
6.39
TataMotors
TaylorMorrison
TTM
TMHC
...
...
dd
16
12.60
25.65
+0.80
–1.60
...
... ing the final week of a year in which it rose 16% to a record 3,756.
202.68 113.27 RenaissanceRe RNR .8 13 165.82 +4.47 .35 52.26 26.07 Smith&Nephew SNN 1.7 47 42.17 +0.11 .288 16.08 3.75 Team TISI ... dd 10.90 –0.10 ... BREADTH DJIA
13.20 0.85 ReneSola SOL ... dd 11.43 +1.73 ... 125.62 91.88 Smucker SJM 3.1 15 115.60 –0.49 .90 21.84 4.49 TechnipFMC FTI 1.4 dd 9.40 ... .13
8.20 0.45 Renren RENN ... ... 4.77 –0.38 ... 54.71 7.89 Snap SNAP ... dd 50.07 –0.08 ... 18.95 5.60 TeckRscsB TECK .8 dd 18.15 +0.62 .0391
10.95 9.49 ReplayAcqn RPLA ... cc 10.40 –0.25 ... 183.23 90.72 SnapOn SNA 2.9 16 171.14 +1.37 1.23 5.40 1.70 Teekay TK ... dd 2.15 –0.26 ... 579000 30850
12.53 9.60 ReplayAcqnUn RPLA.UT ... ... 11.25 –1.13 ... 429.00 208.55 Snowflake SNOW ... dd 281.40 –41.64 ... 15.82 7.00 TeekayLNG un TGP 8.7 10 11.46 +0.23 .25 BREADTH 576,209
2.31 0.45 ReplayAcqnWt RPLA.WT ... ... 1.85 –0.15 ... 3.93 1.85 SocialCapHedV Wt IPOE.WT ... ... 3.53 +0.05 ... 26.92 8.90 TeekayTankers TNK ... 2 11.01 –0.34 ... s
103.79 65.37 RepublicSvcs RSG 1.8 30 96.30 +0.67 .425 18.80 10.05 SocialCapHedII IPOC.UT ... ... 18.00 +2.05 ... 16.66 12.12 TejonRanch TRC ... 42 14.45 –0.75 ...
22.85 3.72 ResideoTech REZI ... dd 21.26 –1.23 ... 17.20 9.87 SocialCapHedIII IPOC ... dd 16.77 +1.87 ... 253.00 81.30 TeladocHealth TDOC ... dd 199.96 –7.99 ... 560800 28500
224.24 108.85 ResMed RMD .7 46 212.56 +0.14 .39 5.45 1.33 SocialCapHedWt IPOC.WT ... ... 4.00 –0.22 ... 12.35 6.22 TelecomArgentina TEO 18.9 dd 6.56 –0.11 .9972

.
6.82 1.14 ResoluteForest RFP ... dd 6.54 +0.26 ... 15.46 10.56 SocialCapHedIV IPOD.UT ... ... 14.63 +0.03 ... 398.99 195.34 TeledyneTech TDY ... 38 391.98 +8.50 ...
67.33 25.08 RestaurantBrands QSR 3.4 33 61.11 +0.40 .52 4.84 2.43 SocialCapHedosIVWt IPOD.WT ... ... 3.70 –0.35 ... 412.99 221.27 Teleflex TFX .3 53 411.57 +6.51 .34 542600 26150

ly
13.45 2.87 RetailPropofAmer RPAI 2.8 64 8.56 –0.04 .06 14.77 10.85 SocialCapHedIV A IPOD ... ... 13.69 –0.25 ... 14.68 7.08 TelefonicaBras VIV 8.6 15 8.85 +0.14 .0256
36.95 8.32 RetailValue RVI 7.8 dd 14.87 +0.37 1.16 13.92 10.18 SocialCapHedV IPOE.UT ... ... 13.18 +0.16 ... 7.11 3.22 Telefonica TEF 9.7 72 4.04 –0.08 .2371
24.20 3.96 Revlon REV ... dd 11.88 –1.02 ... 13.04 10.37 SocialCapHedV A IPOE ... ... 12.44 +0.04 ... 29.37 16.06 TelekmIndonesia TLK 2.5 18 23.52 –0.09 .824
32.96 7.17 Revolve RVLV ... 49 31.17 +0.69 ... 14.49 10.05 SocialCapHedVI IPOF.UT ... ... 12.91 –0.22 ... 25.64 14.05 Telephone&Data TDS 3.7 10 18.57 +0.31 .17
s DJIA
97.16 33.81 RexAmerRes REX ... cc 73.47 –2.14 ... 13.24 10.25 SocialCapHedVI A IPOF ... ... 12.30 +0.08 ... 28.65 5.50 TempurSealy TPX ... 23 27.00 –1.06 ...
524400 23800
53.48 31.79 RexfordIndlRealty REXR 1.8 85 49.11 +0.71 .215 3.90 1.81 SocialCapHedVI Wt IPOF.WT ... ... 3.27 –0.36 ... 23.54 8.86 Tenaris TS .0 dd 15.95 –0.20 .14
40.15 18.87 Rexnord RXN .8 31 39.49 +0.26 .08 50.89 15.20 SOQUIMICH SQM .9 79 49.09 +1.21 .3723 20.18 9.22 TencentMusic TME ... 56 19.24 +0.33 ...

on
14.44 10.96 RibbitLeapA LEAP ... ... 12.99 –0.23 ... 8.94 2.95 Sogou SOGO ... dd 8.15 –0.02 ... 42.78 10.00 TenetHealthcare THC ... dd 39.93 –0.18 ... 506200 21450
14.99 11.03 RibbitLeapUn LEAP.UT ... ... 14.97 +1.43 ... 14.61 4.50 SolarisOilfield SOI 5.2 dd 8.14 –0.16 .105 87.06 46.64 Tennant TNC 1.3 31 70.17 +0.64 .23
7.70 2.63 RibbitLeapWt LEAP.WT ... ... 4.25 +0.68 ... 24.34 11.50 SolarWinds SWI ... cc 14.95 –0.80 ... 14.04 2.21 Tenneco TEN ... dd 10.60 +0.27 ...
12.55 9.91 RiceAcqn RICE.UT ... ... 11.31 –1.06 ... 46.84 9.00 SonicAutomotive SAH 1.0 dd 38.57 +0.36 .10 27.79 17.62 Teradata TDC ... 25 22.47 +0.09 ...
11.99 10.20 RiceAcqnA RICE ... ... 10.83 –0.47 ... 62.47 37.30 SonocoProducts SON 2.9 23 59.25 –0.18 .43 36.92 11.54 Terex TEX .0 cc 34.89 –0.96 .12 488000 19100
3.30 1.60 RiceAcqnWt RICE.WT ... ... 2.28 –0.07 ... 101.40 50.94 Sony SNE .3 14 101.10 +4.26 .2391 51.92 17.63 Terminix TMX ... cc 51.01 –0.12 ...
405.46 134.85 RingCentral RNG ... dd 378.97 –19.54 ... 33.43 18.24 SoJerseyInd SJI 5.6 16 21.55 –0.02 .3025 64.24 42.12 TerrenoRealty TRNO 2.0 49 58.51 +0.98 .29 F M A M J J A S O N D
77.64 35.35 RioTinto RIO 5.1 17 75.22 –0.72 1.55 52.82 32.07 SouthJerseyIndsUn SJIU 10.2 ... 35.70 –2.12 .9063 2.07 0.22 TetraTech TTI ... dd .86 –0.02 ...
78.64 25.92 RitchieBros RBA 1.3 44 69.55 –1.69 .22 71.10 41.96 Southern SO 4.2 21 61.43 +1.63 .64 13.76 6.25 TevaPharm TEVA ... dd 9.65 –0.18 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is

us ,
22.45 8.86 RiteAid RAD ... dd 15.83 –1.95 ... 57.75 36.39 SouthernUnSeriesA SOLN 6.5 ... 51.90 +1.31 .8438 838.50 295.05 TexasPacLand TPL 1.4 28 727.00 +35.00 10.00
67.23 32.38 RobertHalf RHI 2.2 22 62.48 +0.27 .34 65.90 23.43 SoCopper SCCO 3.1 39 65.12 +1.02 .50 20.70 5.50 Textainer TGH ... 18 19.18 +0.10 ...
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
plot. Dec. 31, 1985 =1000.

l
34.42 17.50 RocketCos. RKT ... 1 20.22 –0.61 ... 58.83 22.47 SouthwestAir LUV .0 dd 46.61 +0.33 .18 51.53 20.26 Textron TXT .2 41 48.33 +0.26 .02
267.48 115.38 Rockwell ROK 1.7 29 250.81 +2.18 1.07 81.62 45.68 SouthwestGas SWX 3.8 15 60.75 +0.61 .57 532.57 250.21 ThermoFisherSci TMO .2 38 465.78 +7.69 .22

e
3.90 1.06 SouthwesternEner SWN ... dd 2.98 –0.41 ...

al a
51.29 32.20 RogersComm B RCI 3.3 20 46.59 –0.17 .3729 27.05 9.98 Thermon THR ... dd 15.63 +0.03 ...
159.25 75.72 Rogers ROG ... cc 155.29 +4.03 ... 10.95 10.15 SpartanAcqnII SPRQ.UT ... ... 10.80 +0.09 ... 11.52 5.64 ThirdPointReins TPRE ... 24 9.52 +0.26 ...
43.00 20.48 Rollins ROL .5 77 39.07 –0.98 .0533 79.21 19.59 SpectrumBrands SPB 2.1 38 78.98 +2.66 .42 89.55 52.23 ThomsonReuters TRI 1.9 22 81.89 +1.29 .38 52-Week Tick Div 52-Week Tick Div
38.90 9.50 RomeoPower RMO ... cc 22.49 –11.51 ... 87.96 50.58 Spire SR 4.1 44 64.04 +0.48 .65 121.33 32.30 ThorIndustries THO 1.8 18 92.99 –9.38 .41
75.11 13.69 SpiritAeroSys SPR .1 dd 39.09 +1.05 .01 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
17.47 0.40 RomeoPowerWt RMO.WT ... ... 9.32 –4.56 ... 12.77 4.60 3D Systems DDD ... dd 10.48 –1.07 ...
47.50 7.01 SpiritAirlines SAVE ... dd 24.45 +0.03 ...

ci on
455.72 240.00 RoperTech ROP .5 29 431.09 +10.97 .5625 182.55 114.04 3M MMM 3.4 20 174.79 +0.27 1.47 367.95 187.72 UnitedHealth UNH 1.4 20 350.68 +9.89 1.25 32.22 16.95 WashingtonREIT WRE 5.5 36 21.63 +0.08 .30
84.00 49.55 RoyalBkCanada RY 4.1 14 82.06 +0.19 .8351 54.63 18.37 SpiritRealtyCap SRC 6.2 dd 40.17 –0.12 .625 20.29 4.09 Tidewater TDW ... dd 8.64 –0.07 ... 174.94 65.11 UnitySoftware U ... ... 153.47 –11.45 ... 111.04 70.87 WasteConnections WCN .8 cc 102.57 +1.08 .205
135.32 19.25 RoyalCaribbean RCL .0 dd 74.69 +4.03 .78 11.25 9.89 SportsEntAcqn SEAH.UT ... ... 10.75 –0.10 ... 2.40 0.41 TidewaterWtA TDW.WTA ... ... .45 –0.08 ... 24.58 6.40 Univar UNVR ... cc 19.01 +0.36 ... 126.79 85.34 WasteMgt WM 1.8 33 117.93 +0.93 .545
61.17 21.26 RoyalDutchA RDS.A 4.6 dd 35.14 –0.69 .333 10.50 9.68 SportsEntA SEAH ... ... 10.12 –0.06 ... 2.12 0.17 TidewaterWtB TDW.WTB ... ... .35 –0.02 ... 58.30 37.04 Universal UVV 6.3 22 48.61 –0.01 .77 252.67 154.39 Waters WAT ... 31 247.42 +0.33 ...
62.27 19.19 RoyalDutchB RDS.B 5.7 dd 33.61 –0.68 .333 1.86 0.90 SportsEntWt SEAH.WT ... ... 1.35 –0.10 ... 134.42 103.89 Tiffany TIF 1.8 56 131.45 +0.29 .58 132.41 52.25 UniversalHealth UHT 4.3 44 64.27 –0.79 .695 249.30 132.97 Watsco WSO 3.1 34 226.55 –7.64 1.775
25.40 9.51 RushStreetInt RSI ... dd 21.65 –2.29 ... 346.44 109.18 Spotify SPOT ... dd 314.66 –13.73 ... 11.67 10.15 TigaAcquisitionUn TINV.UT ... ... 10.58 –0.14 ... 148.27 65.20 UniversalHealthB UHS .0 13 137.50 +0.57 .20 244.41 139.00 Watsco B WSO.B 3.0 35 233.05 +2.43 1.775
9.00 0.60 RushStreetIntWt RSI.WT ... ... 7.66 –0.76 ... 19.88 9.83 SpragueRscs SRLP 14.1 12 18.95 +1.15 .6675 12.36 3.46 Tilly's TLYS .0 dd 8.16 +0.02 1.00 28.11 10.84 UnivInsurance UVE 4.2 dd 15.11 +0.36 .13 123.03 69.02 WattsWater WTS .8 35 121.70 +0.77 .23
64.71 22.62 RyderSystem R 3.6 dd 61.76 –2.27 .56 43.63 13.30 Sprott SII 3.4 34 28.99 –0.09 .25 20.32 9.92 Tim TIMB 2.3 15 13.92 +0.16 .24 9.76 2.75 UnvlTechInst UTI ... dd 6.46 +0.08 ... 349.08 21.70 Wayfair W ... dd 225.81 –27.01 ...
13.88 3.76 RyersonHolding RYI ... dd 13.64 +1.32 ... 243.38 32.33 Square SQ ... cc 217.64 –10.64 ... 78.51 22.26 Timken TKR 1.5 17 77.36 ... .29 30.57 9.58 UnumGroup UNM 5.0 5 22.94 +1.02 .285 53.71 18.16 WebsterFin WBS 3.8 16 42.15 –0.45 .40
91.56 13.25 RymanHospitality RHP .0 dd 67.76 +2.36 .95 49.98 15.32 St.Joe JOE .7 73 42.45 –5.26 .07 7.99 2.16 TimkenSteel TMST ... dd 4.67 –0.15 ... 19.94 6.98 UrbanEdgeProp UE .0 21 12.94 –0.64 .46 5.49 0.73 Weidai WEI ... ... 1.33 –0.07 ...
55.29 33.94 StandardMotor SMP 2.5 15 40.46 –0.94 .25 6.07 1.05 TItanIntl TWI .0 dd 4.86 +0.16 .005 19.59 8.18 UrstadtBiddle UBP 4.2 55 11.99 +0.61 .125 31.38 12.21 WeingartenRealty WRI 3.3 17 21.67 +0.29 .36

er s
81.08 37.50 StandexInt SXI 1.2 55 77.52 +1.51 .24
S 50.42 13.28 Toll Bros TOL 1.0 13 43.47 –2.15 .11 24.60 8.22 UrstadtProp A UBA 4.0 65 14.13 +0.04 .14 59.39 32.44 WeisMarkets WMK 2.6 11 47.81 +0.38 .31
195.00 70.00 StanleyBlackDck SWK 1.6 29 178.56 –1.36 .70 38.92 28.99 TootsieRoll TR 1.2 34 29.70 –0.70 .09 92.26 43.01 UsanaHealth USNA ... 14 77.10 –0.69 ... 15.78 3.17 Welbilt WBT ... dd 13.20 +0.91 ...
116.17 50.68 StanleyB&D Un SWT 4.7 ... 111.84 +1.24 1.3125 UTZ .9 dd 22.06 –0.23 .01 54.04 20.76 WellsFargo WFC 1.3 81 30.18 +0.34 .10
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

200.32 54.83 TopBuild BLD ... 28 184.08 –13.98 ... 22.94 9.84 UtzBrands
169.30 90.90 SAP SAP 1.0 28 130.39 +4.33 1.7119 33.81 21.43 Stantec STN 1.5 25 32.47 +0.31 .1186 95.39 52.07 Toro TTC 1.1 31 94.84 +0.94 .2625 11.37 1.15 UtzBrandsWt UTZ.WT ... ... 10.50 –0.27 ... 89.99 24.27 Welltower WELL 3.8 cc 64.62 +1.10 .61
9.98 6.11 StarGroup SGU 5.6 9 9.41 –0.09 .1325 79.55
379.87
10.41
186.06
9.50
S&P Global
SC Health
SPGI
SCPE
.8
...
33
cc
328.73
10.25
+12.15
...
.67
...
28.48
26.43
9.89
9.60
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StarPeakEner
StrPeakEnerA
STPK.UT
STPK
...
...
...
...
22.22
20.46
–2.28
–2.21
...
...
57.50
11.85
12.65
33.74
9.46
10.15
TorontoDomBk
Tortoise II A
TortoiseAcqnII
SNPR
TD
SNPR.UT
4.4
...
...
12
...
...
56.42
10.65
11.28
+0.34
–0.71
–0.72
.5968
...
... V
305.00
61.23
13.52
124.53
20.90
WescoIntl
WestPharmSvcs
WestAllianceBcp
WCC
WST
WAL
...
.2
1.7
31
69
14
78.50
283.31
59.95
+1.81
+0.35
+0.03
...
.17
.25
1.47 0.81 SC Health Wt SCPE.WT ... ... 1.35 +0.02 ... 7.40 0.96 StrPeakEnerWt STPK.WT ... ... 5.92 +0.19 ...
11.77 9.25 SCVX SCVX.UT ... ... 11.55 –0.21 ... 3.60 1.25 Tortoise II Wt SNPR.WT ... ... 2.85 –0.02 ... 11.33 1.37 WesternAssetMort WMC 7.4 dd 3.26 –0.14 .06
6.13 2.51 Starrett A SCX ... dd 4.23 +0.21 ... 56.91 22.13 Total TOT ... dd 41.91 –1.55 ... 32 22.11 2.90 WesternMidstrm WES 11.3 11 13.82 –0.10 .311
12.37 9.20 SCVX SCVX ... ... 10.30 –0.60 ... 8.30 2.75 Startek SRT ... dd 7.52 –0.07 ... 50.90 17.77 VEREIT VER 4.1 37.79 +0.21 .077
1.95 0.33 SCVX Wt SCVX.WT ... ... 1.70 –0.20 ... 10.34 3.54 TownsquareMedia TSQ .0 dd 6.66 –0.05 .075 100.25 45.07 VF VFC 2.3 dd 85.41 +1.51 .49 28.45 17.39 WesternUnion WU 4.1 13 21.94 +0.08 .225
26.33 7.59 StarwoodProp STWD 9.9 14 19.30 –0.22 .48 156.30 108.01 ToyotaMotor TM 2.4 16 154.57 +4.10 2.015 84.90 28.99 WestlakeChem WLK 1.3 36 81.60 +0.51 .27
47.70 22.23 Seacor CKH ... 79 41.45 –0.06 ... 85.89 42.10 StateStreet STT 2.9 12 72.78 +1.00 .52 13.69 9.85 VG Acqn VGAC.UT ... ... 12.00 –1.00 ...
14.10 1.46 SeacorMarine SMHI ... dd 2.71 –0.09 ... 153.72 70.00 TraneTech TT 1.5 39 145.16 +1.50 .53 12.77 9.65 VG Acqn A VGAC ... ... 11.43 –0.69 ... 26.48 10.31 WestlakeChemPtrs WLKP 7.9 12 23.84 +1.65 .4714
12.39 4.31 SteelPartners SPLP ... dd 10.75 +1.60 ... 17.29 7.98 WestpacBanking WBK 1.5 35 14.90 –0.03 .2353
.035
m rp
14.80 5.85 SFL SFL 9.6 ... 6.28 +0.10 .15 20.64 7.02 Steelcase SCS 3.0 19 13.55 +0.06 .10 8.50 3.63 Transalta TAC 1.7 dd 7.59 +0.22 3.10 0.95 VG Acqn Wt VGAC.WT ... ... 2.65 –0.16 ...
31.61 17.03 SINOPEC SHI 7.1 dd 20.58 +0.22 1.4774 40.42 16.00 TrancntlRlty TCI ... cc 24.11 –0.53 ... 13.46 7.04 ViaOptronics VIAO ... ... 13.46 +0.70 ... 45.58 21.50 WestRock WRK 1.8 dd 43.53 –0.95 .20
129.62 69.33 Stepan SCL 1.0 23 119.32 +1.66 .305 75 30.04 9.42 Westwood WHG .0 dd 14.50 +1.14 .43
14.07 3.60 SITE Centers SITC 2.0 63 10.12 –0.11 .05 196.80 105.69 Steris STE .8 38 189.54 +3.35 .40 673.51 200.06 TransDigm TDG ... 618.85 +12.14 ... 28.75 9.85 VICI Prop VICI 5.2 19 25.50 –0.38 .33
74.99 45.60 SJW Group SJW 1.8 47 69.36 +2.23 .32 7.28 0.65 Transocean RIG ... dd 2.31 +0.11 ... 5.11 1.26 VOC Energy VOC 10.1 7 2.22 –0.19 .085 34.71 13.10 Weyerhaeuser WY 3.0 51 33.53 –0.32 .17
21.21 7.01 SterlingBancorp STL 1.6 14 17.98 +0.03 .07 57.89 18.66 WheatonPrecMet WPM 1.1 44 41.74 –0.68 .12
25.26 14.07 SK Telecom SKM 2.9 18 24.48 –0.18 .0571 52.07 20.26 StewartInfo STC 2.5 13 48.36 –0.64 .30 7.26 3.72 TransportadGas TGS ... 5 5.20 –0.06 ... 2.60 0.70 VaalcoEnergy EGY ... dd 1.77 +0.03 ...
96.39 35.16 SLGreenRealty SLG 6.1 24 59.58 +2.84 1.6967 102.80 52.50 TransUnion TRU .3 59 99.22 –1.75 .075 300.00 125.00 VailResorts MTN .0 cc 278.96 +3.81 1.76 207.30 64.00 Whirlpool WHR 2.8 13 180.49 –12.71 1.25
52.67 20.75 StifelFinancial SF .9 14 50.46 –0.74 .1133 1168.21 629.21 WhiteMtnIns WTM .1 11 1000.66 +14.85 1.00
12.40 0.90 SM Energy SM .3 dd 6.12 +0.10 .01 41.99 14.67 STMicroelec STM .4 37 37.12 +0.21 .042 141.87 76.99 Travelers TRV 2.4 16 140.37 +1.88 .85 17.46 6.49 Vale VALE ... 34 16.76 –0.13 ...
4.77 0.51 SOS SOS ... ... 1.48 +0.22 ... 11.90 10.10 TrebiaAcqn TREB.UT ... ... 11.56 –0.07 ... 98.03 31.00 ValeroEnergy VLO 6.9 dd 56.57 +0.89 .98 13.89 4.71 WhitestoneREIT WSR 5.3 18 7.97 +0.07 .035
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

2.95 0.46 StoneMor STON ... dd 2.63 +0.09 ... 28.00 13.44 WhitingPetrol WLL ... dd 25.00 –1.00 ...
56.90 25.50 SPX SPXC ... 23 54.54 +0.63 ... 11.20 9.72 TrebiaAcquisition TREB ... ... 10.79 –0.31 ... 23.01 9.02 Valhi VHI 2.1 10 15.20 –1.79 .08
60.93 15.74 SPX FLOW FLOW ... dd 57.96 +0.35 ...
31.89 13.87 Stoneridge SRI ... dd 30.23 +0.59 ...
2.71 0.95 TrebiaAcqnWt TREB.WT ... ... 2.08 +0.10 ... 176.62 82.60 ValmontInds VMI 1.0 27 174.93 +2.87 .45 10.88 2.95 WideOpenWest WOW ... 46 10.67 +0.49 ...
52.84 15.06 Stride LRN ... 18 21.23 –1.02 ... 49.79 30.00 Wiley A JW.A 3.0 dd 45.66 +0.41 .3425
36.49 12.98 SQZ Biotech SQZ ... dd 28.98 +1.48 ... 245.34 124.54 Stryker SYK 1.0 53 245.04 +7.98 .63 7.69 4.23 TrecoraResources TREC ... 16 6.99 +0.21 ... 23.75 9.06 Valvoline VVV 2.2 14 23.14 –0.35 .125 dd
49.41 30.44 Wiley B JW.B 3.0 45.41 +0.13 .3425
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34.50 17.54 STAG Indl STAG 4.6 39 31.32 +0.34 .12 20.63 11.87 StudioCity MSC ... dd 11.87 –2.03 ... 23.71 11.31 Tredegar TG 2.9 dd 16.70 +0.66 5.97 54.42 6.86 Vapotherm VAPO ... dd 26.86 –0.92 ...
53.98 33.50 TreeHouseFoods THS ... dd 42.49 –0.22 ... 176.19 89.62 VarianMed VAR ... 60 175.01 +0.24 ... 24.17 8.41 Williams WMB 8.0 cc 20.05 –0.69 .40
40.11 13.00 StoreCapital STOR 4.2 38 33.98 +0.92 .36 90.74 38.44 SturmRuger RGR 2.3 17 65.07 –2.16 .56 114.65 26.01 Williams-Sonoma WSM 2.1 15 101.84 –5.84 .53
42.98 23.02 SabineRoyalty SBR 8.5 11 28.22 –0.46 .124 22.87 8.64 SuburbanPropane SPH 8.1 15 14.86 +0.29 .30 10.46 10.10 TrepontAcqnI TACA.UT ... ... 10.37 +0.02 ... 13.86 7.92 VectorGroup VGR 6.9 26 11.65 –0.21 .20 19
87.88 28.11 Trex TREX ... 58 83.72 –2.57 ... 59.24 28.90 Vectrus VEC ... 19 49.72 +2.20 ... 72.65 16.94 Winnebago WGO .8 59.94 –5.40 .12
1.75 0.74 SafeBulkers SB ... dd 1.30 +0.10 ... 7.48 4.49 SumitomoMits SMFG 4.9 8 6.17 +0.15 .1827 5.74 2.52 Wipro WIT ... 25 5.65 +0.05 ...
11.11 4.43 SafeguardSci SFE ... dd 6.38 +0.08 ... 12.40 2.32 SummitHotelProp INN .0 dd 9.01 –0.14 .18 83.82 27.79 TriNet TNET ... 19 80.60 –1.54 ... 9.41 3.24 Vedanta VEDL 7.1 dd 8.78 +0.10 .4946 34.70 12.19 WolverineWwide WWW 1.3 80 31.25 –0.10 .10
F

75.43 38.85 Safehold SAFE .9 64 72.49 –1.51 .1622 25.18 7.51 SummitMaterials SUM ... 17 20.08 +0.86 ... 26.87 14.53 TrinityIndustries TRN 3.2 dd 26.39 –0.16 .21 313.99 118.11 VeevaSystems VEEV ... cc 272.25 –15.33 ... 30.09 15.54 WooriFin WF ... 10 27.38 –0.22 ...
59.62 11.61 SailPointTechs SAIL ... dd 53.24 –3.19 ... 55.05 7.50 SummitMidstream SMLP .0 1 12.49 –0.64 1.875 52.69 14.16 Trinseo TSE .6 dd 51.21 +0.24 .08 14.90 2.24 VelocityFinl VEL ... dd 6.23 –0.04 ... 93.74 22.01 Workiva WK ... dd 91.62 –1.04 ...
284.50 115.29 Salesforce.com CRM ... 58 222.53 –3.25 ... 173.98 95.34 SunComms SUI 2.1 96 151.95 +4.81 .79 24.70 9.13 Triple-S Mgmt GTS ... 9 21.35 +0.05 ... 3.98 1.12 VenatorMaterials VNTR ... dd 3.31 +0.20 ... 43.98 18.36 WorldFuelSvcs INT 1.3 12 31.16 –0.09 .10
18.42 6.28 SallyBeauty SBH ... 13 13.04 +0.39 ... 50.13 24.37 SunLifeFinancial SLF 3.8 15 44.46 +0.66 .4201 14.50 2.80 TriplePtVent TPVG 11.0 11 13.04 –0.05 .10 63.38 13.35 Ventas VTR 3.7 54 49.04 –0.15 .45 67.53 29.10 WW Ent WWE 1.0 22 48.05 +0.73 .12
4.25 1.39 SanJuanBasin SJT 6.0 24 2.67 –0.19 .0061 6.64 2.33 SunCokeEnergy SXC 5.5 49 4.35 +0.11 .06 49.93 19.80 TritonIntl TRTN 4.7 14 48.51 +0.74 .57 23.68 5.25 Veoneer VNE ... dd 21.30 –0.23 ... 56.43 19.28 WorthingtonInds WOR 1.9 5 51.34 +0.52 .25
10.80 9.56 SandbridgeAcqn SBG.UT ... ... 10.30 –0.35 ... 34.56 9.61 SuncorEnergy SU 3.9 dd 16.78 –0.32 .1624 26.16 3.02 TriumphGroup TGI .0 dd 12.56 +0.16 .04 24.66 5.70 Veritiv VRTV ... 65 20.79 –0.25 ... 53.13 13.74 WyndhamDest WYND 2.7 dd 44.86 +1.85 .30
10.28 9.64 SandbridgeAcqnA SBG ... ... 10.17 +0.11 ... 2.81 0.68 SunlandsTech STG ... dd 1.09 +0.05 ... 15.09 3.97 Tronox TROX 1.9 2 14.62 +0.07 .07 61.95 48.84 Verizon VZ 4.3 13 58.75 –0.09 .6275 63.00 14.50 WyndhamHtls WH .5 dd 59.44 +3.16 .08
1.50 0.56 SandbridgeAcqnWt SBG.WT ... ... 1.30 –0.08 ... 48.84 6.12 SunnovaEnergy NOVA ... dd 45.13 –0.67 ... 24.26 12.02 TrueBlue TBI ... dd 18.69 –0.49 ... 16.89 1.50 VermilionEnergy VET .0 dd 4.45 –0.01 .1729
4.41 0.70 SandRidgeEnergy SD ... dd 3.10 –0.06 ... 56.68 24.01 TruistFinl TFC 3.8 16 47.93 +0.94 .45 19.34 7.36 Verso VRS 3.3 3 12.02 +0.06 .10
XYZ
32.89 10.46 Sunoco SUN 11.5 18 28.78 +0.20 .8255
10.63 3.32 SandstormGold SAND ... cc 7.17 –0.09 ... 14.00 5.75 SunstoneHotelInv SHO .0 dd 11.33 –0.02 .05 23.85 7.06 TsakosEnergy TNP 3.1 5 8.03 –0.61 .125 20.14 4.75 Vertiv VRT .1 dd 18.67 –0.26 .01
27.21 9.74 SantanderCons SC 4.0 13 22.02 +0.78 .22 5.75 0.90 SuperiorIndsIntl SUP ... dd 4.09 –0.28 ... 18.39 5.79 TufinSoftware TUFN ... dd 12.48 ... ... 23.46 5.80 VertivUn VERT.UT .0 ... 21.36 –2.10 .01
28.70 5.94 SaratogaInvt SAR 8.8 6 20.85 +0.13 .41 12.29 10.05 SupernovaPtrs SPNV.UT ... ... 11.61 –0.23 ... 38.18 1.15 Tupperware TUP ... cc 32.39 –2.98 ... 8.71 0.48 VertivWt VRT.WT ... ... 7.30 –0.10 ... 5.40 1.42 XFinancial XYF ... dd 2.00 +0.06 ...
22.60 1.25 Sasol SSL ... dd 8.86 +0.19 ... 13.00 10.15 SupernovaPtrsA SPNV ... ... 11.00 –0.17 ... 6.36 4.36 TurkcellIletism TKC ... 8 5.39 +0.12 ... 70.23 11.25 Viad VVI .0 dd 36.17 +1.10 .10 35.00 9.50 XL Fleet XL ... dd 23.73 –6.05 ...
57.16 23.49 SaulCenters BFS 6.7 25 31.68 –0.65 .53 3.30 1.91 SupernovaPtrsWt SPNV.WT ... ... 2.05 –0.45 ... 47.95 14.09 TurningPoint TPB .4 cc 44.56 –2.44 .05 17.55 3.16 VinceHolding VNCE ... dd 6.36 +1.10 ... 13.00 0.40 XL Fleet Wt XL.WT ... ... 8.10 –2.10 ...
41.14 11.87 Schlumberger SLB 2.3 dd 21.83 +0.19 .125 11.42 9.70 SustOppsAcqnA SOAC ... dd 10.76 –0.23 ... 13.57 3.01 TurquoiseHill TRQ ... 7 12.42 +0.03 ... 28.38 11.53 Vipshop VIPS ... 27 28.11 +1.80 ... 123.59 38.47 XPO Logistics XPO ... cc 119.20 +0.06 ...
28.13 15.36 SchneiderNatl SNDR 1.3 19 20.70 –0.03 .065 12.75 9.85 SustOppsAcqnUn SOAC.UT ... ... 11.80 –0.39 ... 15.92 2.61 TutorPerini TPC ... dd 12.95 –0.49 ... 42.49 9.06 VirginGalactic SPCE ... dd 23.73 –2.12 ... 21.80 6.15 XeniaHotels XHR .0 dd 15.20 +0.20 .275
53.33 28.00 SchwabC SCHW 1.4 25 53.04 +0.98 .18 2.75 0.67 SustOppsAcqnWt SOAC.WT ... ... 2.25 –0.15 ... 374.49 68.06 Twilio TWLO ... dd 338.50 –24.38 ... 7.79 3.60 VirnetX VHC .0 1 5.04 –0.21 1.00 38.69 14.22 Xerox XRX 4.3 17 23.19 +0.61 .25
42.58 20.00 SchweitzerMaud SWM 4.4 14 40.21 –0.09 .44 11.58 4.43 Suzano SUZ ... dd 11.18 +0.24 ... 56.11 20.00 Twitter TWTR ... dd 54.15 +0.18 ... 220.39 133.93 Visa V .6 46 218.73 +10.03 .32 3.84 1.68 XinyuanRealEst XIN 7.5 dd 2.20 –0.07 .025
100.51 45.45 ScienceApplicat SAIC 1.6 27 94.64 –2.17 .37 19.99 10.30 Switch SWCH 1.2 cc 16.37 +0.04 .05 15.85 2.25 TwoHarbors TWO 7.8 dd 6.37 –0.17 .17 23.25 11.23 Vishay VSH 1.8 30 20.71 +0.24 .095 74.49 10.00 XPeng XPEV ... dd 42.83 +0.96 ...
65.30 10.70 ScorpioBulkers SALT 1.2 dd 16.93 –0.55 .05 49.48 9.38 SwitchbackEnerA SBE ... cc 40.08 –6.02 ... 466.21 247.22 TylerTech TYL ... 96 436.52 +2.26 ... 35.81 16.56 VishayPrecision VPG ... 29 31.48 +1.40 ... 101.87 54.62 Xylem XYL 1.0 82 101.79 +1.54 .26
n-

40.45 8.28 ScorpioTankers STNG 3.6 4 11.19 –0.30 .10 56.90 9.60 SwitchbackEner SBE.UT ... ... 45.66 –7.71 ... 94.24 42.57 TysonFoods TSN 2.8 11 64.44 –0.35 .445 8.34 1.80 VistaOil&Gas VIST ... dd 2.56 –0.04 ... 74.82 15.28 Yeti YETI ... 61 68.47 –4.62 ...
202.64 76.50 ScottsMiracleGro SMG 1.2 29 199.14 –0.36 .62 20.88 0.30 SwitchbackEnerWt SBE.WT ... ... 15.42 –2.98 ... 26.98 4.29 VistaOutdoor VSTO ... dd 23.76 –2.01 ... 11.53 2.25 YPF YPF ... dd 4.70 –0.24 ...
12.43
28.85
3.53
8.86
ScullyRoyalty
SculptorCapMgmt
SRL
SCU
...
.0
dd
dd
4.95
15.20
–0.05
–0.12
...
.53
36.43
85.38
12.15
26.08
SynchronyFin
Synnex
SYF
SNX
2.5
.0
16
9
34.71
81.44
+0.75
–1.25
.22
.40 U 23.60
2.12
11.30
0.23
Vistra
VistraWt
VST
VST.WTA
2.7
...
11
...
19.66
.38
+0.95
+0.05
.135
...
23.18
7.02
6.26
2.23
Yalla
YamanaGold
YALA
AUY
...
1.8
48
47
14.33
5.71
–2.68
+0.04
...
.0262
212.33 35.61 Sea SE ... dd 199.05 +5.87 ... 40.12 10.91 SynovusFin SNV 4.1 14 32.37 +0.09 .33 32.00 8.51 VivintSmartHome VVNT ... dd 20.75 –1.35 ... 21.00 15.17 YatsenHolding YSG ... dd 17.00 +1.00 ...
21.86 5.25 SeabridgeGold SA ... dd 21.07 +0.04 ... 85.13 26.00 Sysco SYY 2.4 dd 74.26 +1.84 .45 14.78 7.48 UBS Group UBS 2.6 9 14.13 +0.06 .365 12.15 0.65 VivintSmartHmWt VVNT.WT ... ... 9.18 –1.38 ... 37.49 12.89 Yelp YELP ... dd 32.67 +4.66 ...
46.41 17.06 SealedAir SEE 1.4 15 45.79 –0.31 .16 38.00 14.00 Systemax SYX 1.6 22 35.89 –0.36 2.00 51.25 29.20 UDR UDR 3.7 86 38.43 +1.11 .36 163.17 86.00 VMware VMW ... 37 140.26 –2.64 ... 20.90 8.56 Yext YEXT ... dd 15.72 –1.17 ...
36.96 6.75 SeaWorldEnt SEAS ... dd 31.59 +1.03 ... 45.26 21.75 UGI UGI 3.8 14 34.96 –0.05 .33 42.47 15.89 VoceraComm VCRA ... dd 41.53 +0.61 ... 7.38 2.70 YirenDigital YRD ... 8 3.34 +0.29 ...
no

T
9.57 2.22 SelectEnergySvcs WTTR ... dd 4.10 –0.11 ... 16.67 8.63 UMH Prop UMH 4.9 dd 14.81 –0.21 .18 39.00 26.36 Vontier VNT ... ... 33.40 –0.57 ... 47.70 14.07 Youdao DAO ... dd 26.53 –0.56 ...
28.61 10.00 SelectMedical SEM ... 17 27.66 +0.70 ... 65.76 32.80 Unitil UTL 3.4 22 44.27 +1.87 .375 68.68 27.64 VornadoRealty VNO 5.7 cc 37.34 +1.19 .53 10.75 10.00 YucaipaAcqn YAC.UT ... ... 10.20 –0.40 ...
29.00 15.76 SelectQuote SLQT ... ... 20.75 –1.54 ... 18.32 3.52 USA Compression USAC 15.4 dd 13.60 +0.81 .525 63.81 29.75 VoyaFinancial VOYA 1.0 dd 58.81 +1.41 .15 10.37 9.59 YucaipaAcqnA YAC ... ... 10.10 –0.04 ...
161.87 88.00 SempraEnergy SRE 3.3 10 127.41 +1.51 1.045 83.68 44.24 TAL Education TAL ... cc 71.51 +1.80 ... 37.75 23.91 US Cellular USM ... 11 30.69 +0.71 ... 153.88 65.56 VulcanMatls VMC .9 32 148.31 +5.09 .34 1.85 0.76 YucaipaAcqnWt YAC.WT ... ... 1.43 –0.14 ...
54.37 18.25 SensataTechs ST ... 87 52.74 +0.51 ... 57.92 32.37 TC Energy TRP 6.0 12 40.72 –0.62 .6035 10.64 1.00 USD Partners USDP 13.0 dd 3.41 –0.24 .111 11.24 10.10 VyGlblGrowth VYGG.UT ... ... 10.76 –0.37 ... 110.66 54.95 YumBrands YUM 1.7 32 108.56 +1.02 .47
75.30 38.24 SensientTech SXT 2.1 46 73.77 –0.47 .39 44.65 18.00 TC PipeLines TCP 8.8 8 29.45 +0.76 .65 42.28 8.32 US Foods USFD ... dd 33.31 ... ... 11.11 9.63 VyGlblGrowthA VYGG ... ... 10.42 –0.19 ... 60.97 38.33 YumChina YUMC .8 31 57.09 –0.62 .12
8.29 2.91 SequansComms SQNS ... ... 6.04 –0.25 ... 121.23 48.62 TE Connectivity TEL 1.6 dd 121.07 +1.25 .48 134.11 45.13 US PhysTherapy USPH 1.1 51 120.25 –0.60 .32 2.22 1.08 VyGlblGrowthWt VYGG.WT ... ... 2.06 +0.26 ... 38.99 21.58 ZTO Express ZTO .0 31 29.16 +1.14 .29
40.63 5.00 SeritageGrowth SRG ... dd 14.68 +0.07 ... 18.31 9.61 Tegna TGNA 2.0 9 13.95 +0.60 .07 8.32 0.79 US Silica SLCA .0 dd 7.02 –0.11 .02 144.59 50.23 Zendesk ZEN ... dd 143.12 +0.29 ...
52.99
566.74
33.93
238.93
ServiceCorp
ServiceNow
SCI
NOW
1.7
...
19
cc
49.10
550.43
+0.36
–3.46
.21
...
20.91
31.42
13.54
9.59
Telus
Ternium
TU
TX
4.9
...
25
23
19.80
29.08
–0.16
–1.05
.2389
...
11.34
56.02
2.65
13.71
US Xpress
Uber
USX
UBER
...
...
cc
dd
6.84
51.00
–0.09
–1.88
...
... W 165.15
176.64
74.37
90.14
ZimmerBiomet
Zoetis
ZBH
ZTS
.6
.6
dd
48
154.09
165.50
+4.84
+4.78
.24
.25
91.99 30.01 ShakeShack SHAK ... dd 84.78 –3.02 ... 54.30 15.24 TFI Intl TFII 1.5 18 51.58 +0.03 .228 284.89 110.01 Ubiquiti UI .6 41 278.51 +5.51 .40 17.79 6.21 Zuora ZUO ... dd 13.93 –0.43 ...
20.65 12.20 ShawComm B SJR 5.1 18 17.56 +0.10 .0741 68.89 32.72 TJX TJX 1.5 cc 68.29 +1.31 .26 6.68 1.97 UltraparPart UGP 2.0 cc 4.53 ... .0546 6.10 1.07 W&T Offshore WTI ... 6 2.17 –0.13 ... 56.73 20.33 Zymeworks ZYME ... dd 47.26 –2.87 ...
22.70 5.70 ShellMidstream SHLX 18.3 8 10.08 ... .46 37.36 10.00 TPGPaceBenFin TPGY.UT ... ... 27.20 –4.33 ... 21.96 7.15 UnderArmour A UAA ... dd 17.17 –0.24 ... 109.53 68.01 WEC Energy WEC 2.7 24 92.03 +2.60 .6325
758.00
75.45
325.43
30.00
SherwinWilliams
Shift4Paymts
SHW
FOUR
.7
...
36
dd
734.91
75.40
+1.01
+3.61
1.34
...
33.88
10.50
9.76
1.55
TPGPaceBenA
TPGPaceBenWt
TPGY
TPGY.WT
...
...
...
...
25.87
7.34
–4.15
–1.11
...
...
19.43
27.85
6.37
7.48
UnderArmour C
Unifi
UA
UFI
...
...
dd
dd
14.88
17.74
–0.17
+0.64
...
...
236.52
75.86
71.12
34.26
WEX
WNS
WEX
WNS
...
...
cc
36
203.53
72.05
+0.02
+0.08
...
... NYSE ARCA
37.76 17.09 ShinhanFin SHG ... 5 29.76 –0.59 ... 12.67 10.00 TPGPaceTechOpps PACE.UT ... ... 11.36 –0.17 ... 217.90 121.89 Unifirst UNF .5 30 211.69 +3.70 .25 88.99 38.62 W.P.Carey WPC 5.9 27 70.58 +0.18 1.046
1285.19 305.30 Shopify SHOP ... cc 1131.95 –93.57 ... 12.43 9.70 TPGPaceTechA PACE ... ... 11.10 –0.16 ... 63.89 44.06 Unilever UL 3.0 24 60.36 +1.68 .4845 70.69 27.18 WPP WPP 1.2 dd 54.08 –0.66 .6594 14.07 5.19 EmpireStateReal250 FISK .0 ... 9.19 –0.13 .105
74.26 28.76 Shutterstock SSTK .9 52 71.70 –0.06 .17 4.60 1.37 TPGPaceTechWt PACE.WT ... ... 2.15 –0.24 ... 211.14 105.08 UnionPacific UNP 1.9 27 208.22 +4.83 .97 14.43 1.94 WPX Energy WPX ... dd 8.15 +0.24 ... 14.10 5.25 EmpireStateReal60 OGCP .0 ... 9.53 +0.14 .105
16.59 3.50 Sibanye-Stillwater SBSW .6 20 15.89 +0.17 .0959 21.30 2.45 TPG RE Fin TRTX 7.5 dd 10.62 –0.06 .18 19.84 8.25 Unisys UIS ... dd 19.68 +0.62 ... 19.17 6.26 WabashNational WNC 1.9 dd 17.23 –0.17 .08 14.20 5.19 EmpireStateRealES ESBA .0 ... 9.14 –0.36 .105
32.22 5.60 SignetJewelers SIG .0 dd 27.27 +1.11 .37 19.59 5.89 TRI Pointe TPH ... 8 17.25 –0.56 ... 9.40 2.10 UnitedMicro UMC 1.2 28 8.43 +0.14 .1361 81.50 35.07 Wabtec WAB .7 30 73.20 –0.11 .12 106.56 16.88 US Oil Fund USO ... ... 33.01 +0.09 ...
10.56 1.50 SilverBowRscs SBOW ... dd 5.31 –0.33 ... 11.32 9.90 TailwindAcqn TWND.UT ... ... 10.78 –0.15 ... 23.38 5.00 UnitedNatFoods UNFI ... 8 15.97 –0.37 ... 25.90 9.87 Waddell&ReedFin WDR 3.9 18 25.47 +0.32 .25 21.98 5.91 USBrentOilFd BNO ... ... 12.88 +0.09 ...
78.05 7.60 SilvergateCapital SI ... 69 74.31 +10.74 ... 10.88 9.55 TailwindAcqnA TWND ... ... 10.39 +0.14 ... 178.01 82.00 UPS B UPS 2.4 32 168.40 –3.79 1.01 94.50 24.55 Walker&Dunlop WD 1.6 14 92.02 –0.60 .36 33.82 8.19 USGasolineFd UGA ... ... 24.31 +0.69 ...
149.89 42.25 SimonProperty SPG 7.0 18 85.28 +0.91 1.30 1.80 0.62 TailwindAcqnWt TWND.WT ... ... 1.40 –0.10 ... 249.60 58.85 UnitedRentals URI ... 18 231.91 –0.71 ... 153.66 102.00 Walmart WMT 1.5 21 144.15 +0.65 .54 17.43 8.22 US NatGas UNG ... ... 9.20 –0.02 ...
104.34 47.02 SimpsonMfg SSD 1.0 22 93.45 +0.56 .23 109.70 42.70 TaiwanSemi TSM 1.3 34 109.04 +3.07 .3463 59.48 28.36 US Bancorp USB 3.6 15 46.59 +0.10 .42 23.73 9.46 WarriorMetCoal HCC .9 58 21.32 +1.44 .05 9.25 7.10 US12mthNtlGas UNL ... ... 7.59 –0.13 ...
161.88 53.29 SiteOneLandscape SITE ... 62 158.63 –0.48 ... 20.42 12.43 TakedaPharm TAK 3.8 cc 18.20 +0.09 .4305 20.00 4.54 US Steel X .2 dd 16.77 –0.02 .01 34.29 4.41 WashingtonPrime WPG .0 dd 6.51 –0.79 1.125 23.85 9.50 US12moOilFd USL ... ... 17.19 +0.03 ...
M16 BARRON’S January 4, 2021

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.
19.50 11.48 CellularBiomed CBMG ... dd 18.38 +0.22 ... 15.44 3.60 CytomXTherap CTMX ... dd 6.55 –0.87 ...
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 13.01 4.10 CelyadOncology CYAD ... dd 7.80 +0.07 ... 13.49 1.35 DBV Tech DBVT ... dd 2.62 +0.04 ...
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. 28.71 9.25 Centogene CNTG ... dd 10.78 –1.05 ... 3.48 0.71 DIRTT Envl DRTT ... dd 2.47 +0.03 ...
44.80 23.82 CentralGarden CENT ... 17 38.61 +1.82 ... 42.62 17.09 DISH Network DISH ... 13 32.34 +1.28 ...
129.70 35.18 AmerCarMart CRMT ... 12 109.84 –0.16 ... 322.98 118.55 BeiGene BGNE ... dd 258.39 –5.33 ...
A 43.79 17.12 AmerisBancorp ABCB 1.6 12 38.07 +0.59 .15 17.19 6.08 BelFuse A BELFA 1.8 45 13.28 –0.53 .06
41.10
12.85
21.66
2.91
CentralGardenA
CenturyAluminum
CENTA
CENX
...
...
16
dd
36.33
11.03
+1.48
+0.55
...
...
49.21
18.77
20.15
10.26
DMC Global
DSP Group
BOOM
DSPG
.0
...
dd
dd
43.25
16.59
–0.76
+0.64
.125
...
4.28 2.36 AmeriServFin ASRV 3.2 12 3.13 –0.17 .025 21.50 6.30 BelFuse B BELFB 1.9 64 15.03 –0.66 .07 93.49 51.40 CenturyBancorpA CNBKA .8 12 77.36 +0.61 .16 40.40 10.44 DXP Ents DXPE ... dd 22.23 –0.62 ...
69.41 40.48 AAON AAON .6 46 66.63 +1.15 .19 264.97 177.05 Amgen AMGN 3.1 19 229.92 +6.99 1.76 22.31 6.09 Benefitfocus BNFT ... dd 14.48 +0.49 ... 3.24 0.99 Ceragon CRNT ... dd 2.78 –0.08 ... 61.27 14.60 DadaNexus DADA ... dd 36.50 –0.98 ...
58.72 30.02 AcadiaPharm ACAD ... dd 53.46 –1.55 ... 25.39 6.25 AmicusTherap FOLD ... dd 23.09 –1.14 ... 41.17 27.00 BentleySystems BSY .3 ... 40.51 +2.03 .03 113.50 11.39 Cerence CRNC ... dd 100.48 –4.58 ... 6.35 3.69 Daktronics DAKT .0 dd 4.68 –0.12 .05
39.99 20.03 ACI Worldwide ACIW ... 75 38.43 –0.10 ... 15.80 5.40 AmkorTech AMKR 1.1 12 15.08 +0.09 .04 113.53 50.26 BerkeleyLights BLI ... dd 89.41 –13.97 ... 80.90 53.08 Cerner CERN 1.1 31 78.48 +0.07 .22 118.13 28.88 Datadog DDOG ... dd 98.44 –7.84 ...
13.00 4.07 AC Immune ACIU ... dd 5.17 –0.34 ... 22.69 12.33 AmphastarPharm AMPH ... cc 20.11 +0.97 ... 9.96 1.82 Berry(bry) BRY .0 dd 3.68 –0.11 .12 41.79 29.70 Certara CERT ... ... 33.72 –4.10 ... 48.80 4.61 Dave&Buster's PLAY .0 dd 30.02 +0.44 .16
113.87 15.95 ACM Research ACMR ... cc 81.25 +11.58 ... 15.50 7.62 AmrytPharma AMYT ... ... 14.16 +1.08 ... 197.50 48.18 BeyondMeat BYND ... dd 125.00 –11.59 ... 8.87 2.71 Cerus CERS ... dd 6.92 –1.15 ... 3.25 0.32 DAVIDsTEA DTEA ... dd 2.41 –0.20 ...
4.65 1.45 ADMA Biologics ADMA ... dd 1.95 –0.20 ... 7.96 3.55 AmtechSystems ASYS ... dd 6.38 +0.25 ... 22.71 9.16 BicycleTherap BCYC ... dd 17.95 –1.92 ... 19.08 6.18 ChangeHlthcr CHNG ... dd 18.65 +0.16 ... 2.93 0.84 DawsonGeophys DWSN ... dd 2.12 –0.03 ...
19.65 6.25 AGNC Invt AGNC 9.2 dd 15.60 +0.03 .12 6.82 1.40 Amyris AMRS ... dd 6.18 +0.73 ... 12.20 0.65 Big5SportingGds BGFV 3.9 6 10.21 –0.73 .10 65.84 30.71 ChangeHlthcrUn CHNGU 4.7 ... 64.06 –0.55 .75 71.11 33.10 DecipheraPharm DCPH ... dd 57.07 –1.81 ...
1.46 0.28 ALJ Regional ALJJ ... dd 1.10 +0.04 ... 147.83 79.08 AnalogDevices ADI 1.7 45 147.73 +3.26 .62 162.50 63.54 BigCommerce BIGC ... dd 64.15 –8.67 ... 123.23 15.00 ChartIndustries GTLS ... 67 117.79 –3.26 ... 93.94 12.39 DenaliTherap DNLI ... dd 83.76 –2.11 ...
117.45 28.01 AlxOncology ALXO ... ... 86.20 –2.44 ... 31.29 12.06 AnaptysBio ANAB ... dd 21.50 –0.75 ... 95.71 19.25 Bilibili BILI ... dd 85.72 +3.71 ... 681.71 345.67 CharterComms CHTR ... 52 661.55 +5.06 ... 60.87 31.58 DentsplySirona XRAY .8 dd 52.36 +0.54 .10
25.88 10.00 Andersons ANDE 2.9 dd 24.51 +0.70 .175 326.44 155.17 Bio-Techne TECH .4 51 317.55 –4.07 .32

.
42.63 19.62 AMC Networks AMCX ... 14 35.77 +2.84 ... 139.26 80.06 CheckPoint CHKP ... 23 132.91 –1.84 ... 63.11 24.35 Descartes DSGX ... cc 58.48 –1.22 ...
80.65 48.02 Amerisafe AMSF 1.9 12 57.43 +0.21 .27 17.24 7.48 AngioDynamics ANGO ... dd 15.33 +1.19 ... 43.86 27.15 BioAtla BCAB ... ... 34.01 +2.19 ... 23.10 8.61 CheckmatePharm CMPI ... dd 14.59 –0.02 ... 3.47 2.02 Deswell DSWL 3.1 dd 2.92 +0.06 .09
37.60 7.47 A-MarkPrecMet AMRK .0 3 25.65 –2.30 1.50 55.10 22.01 AnikaTherap ANIK ... dd 45.26 +2.06 ... 8.99 1.58 BioCryst BCRX ... dd 7.45 +0.17 ... 456.23 182.07 DexCom DXCM ... cc 369.72 +14.70 ...

ly
43.00 14.52 Cheesecake CAKE .0 dd 37.06 –0.15 .36
17.05 4.10 ANGI Homesvcs ANGI ... cc 13.20 –0.07 ... 31.94 15.33 Annexon ANNX ... dd 25.03 –4.95 ... 6.39 2.85 BioDeliverySci BDSI ... 30 4.20 –0.10 ... 40.33 3.55 ChefsWarehouse CHEF ... dd 25.69 +1.80 ... 162.00 75.00 DiamondHillInvt DHIL .0 13 149.27 –3.73 12.00
68.19 23.55 ANI Pham ANIP ... dd 29.04 +1.04 ... 12.18 3.15 AnPacBioMed ANPC ... ... 5.30 –0.35 ... 21.02 10.85 Biodesix BDSX ... ... 20.16 +2.19 ... 65.43 30.72 ChemoCentryx CCXI ... dd 61.92 +1.37 ... 96.92 14.55 DiamondbkEner FANG 3.1 dd 48.40 +0.15 .375
369.82 200.07 Ansys ANSS ... 82 363.80 –0.37 ... 33.77 3.80 Apache APA .7 dd 14.19 –0.24 .025 374.99 223.25 Biogen BIIB ... 8 244.86 –4.03 ... 43.11 21.75 ChemungFinl CHMG 3.1 9 33.95 +0.30 .26 27.10 11.75 DicernaPharma DRNA ... dd 22.03 –1.40 ...
23.60 7.19 ARKRestaurants ARKR ... dd 19.39 +2.29 ... 58.03 16.85 ApellisPharm APLS ... dd 57.20 +1.76 ... 131.95 68.25 BioMarinPharm BMRN ... 20 87.69 –0.97 ... 7.75 2.88 Chiasma CHMA ... dd 4.35 –0.23 ... 19.94 6.18 DigiIntl DGII ... 66 18.90 –0.80 ...
492.66 191.25 ASML ASML .5 55 487.72 +4.63 1.3957 8.88 1.95 Aphria APHA ... dd 6.92 –0.21 ... 131.00 28.00 BioNTech BNTX ... ... 81.52 –15.44 ... 20.98 4.66 ChickenSoupA CSSE ... dd 19.99 +0.16 ... 58.74 9.92 Digimarc DMRC ... dd 47.24 –3.52 ...
1.87 0.61 ATA Creativity AACG ... dd 1.19 –0.09 ... 34.56 13.77 ApogeeEnt APOG 2.4 12 31.68 –0.97 .1875 73.10 27.35 BioTelemetry BEAT ... cc 72.08 +0.08 ... 72.50 9.25 Children'sPlace PLCE ... dd 50.10 +0.38 ... 8.84 1.99 Digirad DRAD ... dd 3.59 +0.73 ...
79.64 37.01 ATN Intl ATNI 1.6 dd 41.76 –2.74 .17 5.15 1.24 ApolloEnd APEN ... dd 3.40 –0.19 ... 46.25 17.63 BlackDiamond BDTX ... dd 32.05 –1.67 ... 20.96 10.59 DimeComBcshrs DCOM 3.6 13 15.77 –0.21 .14

on
17.74 5.20 ApolloInv AINV 11.7 dd 10.63 –0.13 .36 83.70 38.22 Blackbaud BLKB .0 cc 57.56 –1.32 .12 5.52 1.19 Chimerix CMRX ... dd 4.83 –0.11 ...
10.71 2.23 AveoPharma AVEO ... dd 5.77 –0.09 ... 119.29 97.91 ChinaBiologic CBPO ... 33 118.11 +0.24 ... 73.22 31.51 Diodes DIOD ... 32 70.50 +2.13 ...
29.32 9.76 AVROBIO AVRO ... dd 13.94 –0.74 ... 186.59 81.01 AppFolio APPF ... 39 180.04 –0.57 ... 141.82 38.32 BlackLine BL ... dd 133.38 –4.45 ... 31.40 3.65 ChinaFinance JRJC ... dd 7.99 –0.30 ... 103.00 24.80 DiscoveryB DISCB ... 16 32.40 +0.89 ...
11.65 1.85 AXT AXTI ... dd 9.57 –0.07 ... 216.41 29.07 Appian APPN ... dd 162.09 +4.11 ... 5.09 1.47 BlackRockCapInvt BKCC 14.9 dd 2.69 –0.02 .10 3.72 0.94 ChinaIndex CIH ... 4 1.97 +0.02 ... 32.89 17.12 DiscoveryA DISCA ... 15 30.09 +1.52 ...
23.48 17.71 Abcam ABCM ... cc 21.55 +1.25 ... 138.79 53.15 Apple AAPL .6 41 132.69 +0.72 .205 14.76 4.02 BlkRkTCPCap TCPC 10.7 28 11.24 –0.07 .30 2.44 0.63 ChinaXDPlastics CXDC ... dd .99 –0.08 ... 30.73 15.43 DiscoveryC DISCK ... 13 26.19 +1.05 ...
71.91 37.62 AbCelleraBio ABCL ... ... 40.24 –2.18 ... 10.42 2.29 AppliedGenetic AGTC ... dd 4.09 –0.50 ... 23.65 4.54 BloominBrands BLMN 4.1 dd 19.42 +0.47 .20 24.30 13.12 Chindata CD ... dd 23.96 +4.87 ... 8.93 2.00 DiversifiedHlthcr DHC 1.0 dd 4.12 –0.04 .01
328.83 119.01 Abiomed ABMD ... 71 324.20 +20.79 ... 90.61 36.64 ApplMaterials AMAT 1.0 22 86.30 +0.97 .22 26.51 8.37 Blucora BCOR ... dd 15.91 +0.85 ... 21.68 5.55 ChinookTherap KDNY ... dd 15.86 –0.62 ... 2.92 0.53 DixieGroup DXYN ... 3 2.55 –0.06 ...
13.95 4.90 AbsoluteSftwr ABST 2.1 55 11.91 +0.07 .0601 36.21 17.05 AppliedMolecular AMTI ... dd 30.77 –3.13 ... 23.99 8.40 BlueBird BLBD ... 41 18.26 –0.79 ... 26.07 15.00 ChipMOSTechs IMOS ... 12 24.35 +0.35 ... 66.97 10.80 Docebo DCBO ... dd 65.09 +7.41 ...
73.00 60.62 AcaciaComms ACIA ... 46 72.96 +0.80 ... 17.57 5.00 AppliedOptoelec AAOI ... dd 8.51 –0.26 ... 99.36 38.95 bluebirdbio BLUE ... dd 43.27 –2.27 ... 212.60 52.90 ChurchillDowns CHDN .3 dd 194.79 –12.12 .622 290.23 64.88 DocuSign DOCU ... dd 222.30 –22.63 ...

us ,
4.46 1.75 AcaciaResearch ACTG ... 30 3.94 –0.16 ... 57.39 13.58 AppliedTherap APLT ... dd 22.01 –0.29 ... 35.89 8.04 BlueCity BLCT ... dd 10.10 –0.31 ... 28.29 7.28 Chuy's CHUY ... dd 26.49 –1.44 ... 3.42 0.78 Dogness DOGZ ... dd 2.11 +0.22 ...
21.23 12.05 AcademySports ASO ... ... 20.73 +0.59 ... 46.00 4.73 ApreaTherap APRE ... dd 4.92 –20.17 ... 2.20 0.53 BlueknightEner BKEP 8.0 dd 1.99 –0.11 .04 4.45 1.30 CidaraTherap CDTX ... dd 2.00 –0.06 ... 114.32 60.20 DollarTree DLTR ... 27 108.04 –0.99 ...
50.99 6.47 1.60 Aptinyx APTX ... dd 3.46 –0.35 ... 125.61 43.29 BlueprintMed BPMC ... 21 112.15 –10.85 ... 72.07 7.62 Domo DOMO ... dd 63.77 –3.49 ...

l
11.09 AcadiaHealthcare ACHC ... 44 50.26 +0.99 ... 18.25 1.16 Aptorum APM ... dd 2.47 –0.12 ... 15.92 6.66 BoingoWireless WIFI ... dd 12.72 –0.47 ... 126.46 40.80 Cimpress CMPR ... 58 87.74 +1.11 ...
136.25 50.04 AcceleronPharma XLRN ... dd 127.94 –2.98 ... 115.53 46.07 CincinnatiFin CINF 2.7 18 87.37 +2.14 .60 16.19 11.22 DonegalGroup A DGICA 4.3 8 14.07 –0.11 .15
8.59 2.81 ApyxMedical APYX ... dd 7.20 +0.16 ... 2227.97 1107.29 BookingHldgs BKNG ... 67 2227.27 +138.92 ...

e
65.25 28.68 Accolade ACCD ... dd 43.50 –8.92 ... 6.00 0.25 Cinedigm CIDM ... dd .64 ... ... 14.61 10.51 DonegalGroup B DGICB 4.5 7 11.81 –0.36 .1325

al a
4.86 1.33 Accuray ARAY ... 29 4.17 –0.26 ... 9.47 1.41 AquestiveTherap AQST ... dd 5.35 –1.02 ... 13.08 5.00 BostonPrivFin BPFH 2.8 17 8.45 +0.22 .06 369.20 154.33 Cintas CTAS .8 40 353.46 +15.06 .70 21.46 8.52 DorchesterMnls DMLP 12.7 14 10.91 –0.52 .3256
2.14 0.70 AcelRxPharm ACRX ... dd 1.24 –0.03 ... 14.94 3.34 Aravive ARAV ... dd 5.64 –0.54 ... 57.22 27.82 Bottomline EPAY ... dd 52.74 +1.97 ... 91.63 47.04 CirrusLogic CRUS ... 32 82.20 +1.24 ... 100.55 44.49 DormanProducts DORM ... 32 86.82 –2.74 ...
7.95 0.70 AclarisTherap ACRS ... dd 6.47 –1.14 ... 9.02 0.88 ArbutusBiopharma ABUS ... dd 3.55 –0.32 ... 12.53 5.10 Brainsway BWAY ... dd 7.54 +1.36 ... 50.28 32.40 CiscoSystems CSCO 3.2 18 44.75 +0.21 .36 17.85 6.11 DouYuIntl DOYU ... 31 11.06 –0.20 ...
2.77 0.42 AcordaTherap ACOR ... 1 .69 –0.03 ... 46.25 13.54 ArcBest ARCB .7 27 42.67 –0.62 .08 33.67 16.51 BridgeBancorp BDGE 4.0 10 24.18 –0.30 .24 50.35 6.70 CitiTrends CTRN .0 35 49.68 +2.32 .08 64.19 10.60 DraftKings DKNG ... dd 46.56 –5.55 ...
92.99 48.32 20.93 ArchCapital ACGL ... 13 36.07 +1.21 ... 71.56 14.23 BridgeBioPharma BBIO ... dd 71.11 +1.61 ... 25.16 14.55 Dropbox DBX ... cc 22.19 –2.46 ...

ci on
50.51 ActivisionBliz ATVI .4 33 92.85 +1.89 .41 59.49 29.09 ArcoPlatform ARCE ... cc 35.49 –1.17 ... 31.87 14.06 BridgfordFoods BRID ... 25 18.22 –0.31 ... 12.41 5.26 CtznCmntyBcp CZWI 1.9 10 10.89 –0.09 .21
38.99 22.26 AcutusMedical AFIB ... ... 28.81 –3.29 ... 27.94 16.02 CitizensHolding CIZN 4.6 17 20.95 +0.60 .24 48.00 35.10 DuckCreekTech DCT ... ... 43.30 –0.47 ...
6.13 1.90 AdamasPharm ADMS ... dd 4.33 –0.25 ... 129.71 8.51 ArcturusTherap ARCT ... dd 43.38 –54.75 ... 19.36 5.44 Brightcove BCOV ... dd 18.40 +0.76 ... 173.56 100.31 CitrixSystems CTXS 1.1 28 130.10 –2.47 .35 17.30 2.82 DuluthHoldings DLTH ... 21 10.56 –0.65 ...
13.40 1.15 AdaptimmuneTher ADAP ... dd 5.39 +0.17 ... 40.88 17.10 ArcutisBiotherap ARQT ... dd 28.13 –1.48 ... 48.25 12.05 BrighthouseFin BHF ... dd 36.21 +0.77 ... 82.72 53.06 CityHolding CHCO 3.3 13 69.55 +0.03 .58 27.11 15.60 DyneTherap DYN ... ... 21.00 –1.53 ...
65.69 15.19 AdaptiveBiotech ADPT ... dd 59.13 –3.40 ... 8.82 4.22 Ardelyx ARDX ... dd 6.47 –0.41 ... 438.50 155.67 Broadcom AVGO 3.3 70 437.85 +6.39 3.60 17.75 7.85 Clarus CLAR .6 45 15.40 –0.03 .025
90.19 32.95 ArenaPharm ARNA ... dd 76.83 –1.25 ... 20.13 7.10 BrookfieldProp BPY 9.2 dd 14.47 –0.58 .3325
117.99
6.49
43.13
1.50
AddusHomeCare
ADDvantage
ADUS
AEY
...
...
54
dd
117.09
2.99
+1.85
+0.01
...
... 19.33 7.90 AresCapital ARCC 9.5 23 16.89 +0.52 .40 20.09 7.15 BrookfieldPropREIT BPYU 8.9 dd 14.94 –0.24 .3325 10.75
28.32
1.05
8.32
CleanEnerFuels
Clearfield
CLNE
CLFD
...
...
48
46
7.86
24.72
–0.49
–0.08
...
... E
21.70 6.02 AdicetBio ACET ... dd 14.05 –0.30 ... 312.06 103.75 arGEN-X ARGX ... dd 294.09 –5.40 ... 16.50 8.13 BrooklineBcp BRKL 3.8 22 12.04 +0.25 .115 4.13 1.10 ClearsideBiomed CLSD ... dd 2.74 +0.76 ...
536.88 255.13 Adobe ADBE ... 46 500.12 +0.26 ... 50.99 29.05 ArrayTech ARRY ... ... 43.14 –1.04 ... 77.44 21.19 Brooks Auto BRKS .6 77 67.85 –6.71 .10 11.63 3.62 ClovisOncology CLVS ... dd 4.80 –0.08 ... 11.51 1.29 ECMOHO MOHO ... dd 2.25 +0.04 ...
16.18 4.80 Adtran ADTN 2.4 dd 14.77 –0.25 .09 35.86 19.59 ArrowFinancial AROW 3.5 12 29.91 –0.32 .26 55.87 30.78 Bruker BRKR .3 53 54.13 –0.20 .04 23.53 8.41 CoastalFinl CCB ... 18 21.00 –0.35 ... 5.28 1.46 EDAP TMS EDAP ... dd 5.17 +0.09 ...
12.63 3.52 AdvEmissions ADES .0 dd 5.50 –0.46 .25 86.75 19.51 ArrowheadPharm ARWR ... dd 76.73 –7.46 ... 41.39 22.20 BrynMawrBank BMTC 3.5 18 30.60 +0.05 .27 292.00 188.08 CocaColaCon COKE .4 26 266.27 +0.27 .25 17.70 9.70 ESSA Bancorp ESSA 2.9 11 15.00 –0.10 .11

er s
104.43 33.38 AdvEnergyInds AEIS ... 36 96.97 –1.93 ... 40.26 30.01 ArtesianRscs A ARTNA 2.8 21 37.08 +0.03 .2571 42.84 9.00 BuildersFirstSrc BLDR ... 22 40.81 –1.46 ... 23.89 8.43 Codexis CDXS ... dd 21.83 –0.84 ... 30.00 10.12 EVO Payments EVOP ... dd 27.01 +0.60 ...
86.44 19.68 Arvinas ARVN ... dd 84.93 +2.71 ... 19.92 9.57 BurgerFiIntl BFI ... dd 13.69 –1.11 ... 4.95 2.00 EXFO EXFO ... dd 3.41 +0.04 ...
97.98 36.75 AdvMicroDevices AMD ... cc 91.71 –0.10 ... 183.98 92.00 AscendisPharma ASND ... dd 166.78 –4.16 ... 5.75 0.02 BurgerFiIntlWt BFIIW ... ... 2.20 –0.30 ... 32.36 7.90 CodiakBioSci CDAK ... ... 32.30 +9.32 ... 22.98 11.74 EagleBncpMT EBMT 1.8 8 21.22 –0.63 .0975
13.92
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

7.89 AdvantageSolns ADV ... dd 13.17 –0.17 ... 2.85 0.83 AslanPharm ASLN ... dd 1.83 –0.12 ... 32.40 18.64 BurningRockBio BNR ... dd 23.10 –2.65 ... 23.05 10.62 CodorusValleyBncp CVLY 2.4 20 16.96 –0.23 .10
3.15 0.79 AdvantageSolnsWt ADVWW ... ... 2.83 –0.05 ... 14.88 1.18 CogentBio COGT ... dd 11.23 –0.82 ... 32.27 8.89 EagleBulkShip EGLE ... dd 19.00 +0.57 ...
13.17 4.65 AspenGroup ASPU ... dd 11.13 +0.21 ... 26.64 9.17 BusFirstBcshs BFST 2.0 15 20.36 +0.35 .10 60.67 33.80 EaglePharm EGRX ... cc 46.57 +0.38 ...
26.98
23.35
7.36
11.40
AdverumBiotech
Aegion
ADVM
AEGN
...
...
dd
dd
10.84
18.99
–1.44
–0.26
...
... 142.89 73.07 AspenTech
m er AZPN ... 42 130.25 –0.26 ... 92.96
83.10
53.20
35.20
CogentComm
Cognex
CCOI
CGNX
4.6
.3
cc
76
59.87
80.29
+0.31
–0.45
.73
2.00 62.35 32.58 Eargo EAR ... ... 44.82 –8.93 ...
11.38
5.10
3.50
0.37
AegleaBioTherap
Aemetis
AGLE
AMTX
...
...
dd
dd
7.87
2.49
–0.26
–0.41
...
...
27.84
63.95
4.78
25.17
AssemblyBiosci
AstecIndustries
ASMB
ASTE
...
.8
dd
cc
6.05
57.88
–0.15
–0.75
...
.11 CD 82.73
178.08
40.01
78.21
CognizantTech
Coherent
CTSH
COHR
1.1
...
30
dd
81.95
150.02
+0.88
+0.55
.22
...
51.88
16.89
22.55
11.74
EastWestBncp
EasternBankshares
EWBC
EBC
2.2
...
12
...
50.71
16.31
+0.32
–0.49
.275
...
26.26 9.01 AeriePharm AERI ... dd 13.51 –0.82 ... 64.94 36.15 AstraZeneca AZN 2.7 52 49.99 +1.47 .45 31.87 15.28 Eastern EML 1.8 17 24.10 –0.45 .11
29.11 6.30 Astronics ATRO ... dd 13.23 +0.15 ... 12.93 8.42 Cadiz CDZI ... dd 10.65 +0.24 ... 23.03 10.86 CoherusBioSci CHRS ... 9 17.38 +0.03 ... 14.95 3.80 EbangIntl EBON ... ... 6.07 +1.39 ...
99.81 45.00 AeroVironment AVAV ... 73 86.90 –2.07 ... 14.00 5.29 AstroNova ALOT .0 dd 10.65 +0.34 .07 55.51 28.00 C&F Fin CFFI 4.1 7 37.11 –0.09 .38 41.00 8.89 Cohu COHU .0 dd 38.18 –0.57 .06 61.06 26.02 eBay EBAY 1.3 7 50.25 +0.13 .16
10.66 3.81 AestheticMed AIH ... dd 5.27 +0.58 ... 28.20 4.52 AtaraBiotherap ATRA ... dd 19.63 –2.55 ... 30.95 16.25 CB FinSvcs CBFV 4.8 dd 20.01 –0.25 .24 81.00 13.26 CollectorsUniv CLCT .9 52 75.40 –0.26 .175 39.03 8.75 Ebix EBIX .8 12 37.97 +0.87 .075
7.46 1.42 Affimed AFMD ... dd 5.82 –0.64 ... 42.21 24.15 AteaPharm AVIR ... dd 41.78 +7.30 ... 31.73 12.50 CBTX CBTX 1.6 22 25.51 –0.60 .10 25.59 13.00 CollegiumPharm COLL ... 40 20.03 +1.48 ... 31.23 14.17 EchoGlobalLog ECHO ... cc 26.82 –0.88 ...
m rp
30.98 13.98 Afya AFYA ... 39 25.30 –0.15 ... 16.04 5.63 Athenex ATNX ... dd 11.06 –0.57 ... 57.00 29.12 CDK Global CDK 1.2 35 51.83 +0.55 .15 93.30 33.93 ColliersIntl CIGI .1 58 89.13 –1.39 .05 43.96 19.75 EchoStar SATS ... dd 21.19 –0.21 ...
42.63 12.61 Agilysys AGYS ... dd 38.38 –2.66 ... 34.79 15.79 AthiraPharma ATHA ... ... 34.25 +2.72 ... 146.95 73.39 CDW CDW 1.2 26 131.79 +2.56 .40 16.49 8.70 ColonyBankcorp CBAN 2.7 14 14.65 +0.52 .10 96.45 14.01 EditasMedicine EDIT ... dd 70.11 –13.42 ...
56.75 27.77 AgiosPharm AGIO ... dd 43.33 –1.82 ... 3.48 1.58 AtlanticAmerican AAME ... 36 2.06 –0.02 ... 46.50 20.45 CEVA CEVA ... cc 45.50 +3.29 ... 40.83 19.11 ColumbiaBanking COLB 3.1 18 35.90 +1.19 .28 20.00 3.02 EducDev EDUC 2.6 14 15.36 –0.16 .10
68.45 33.60 Agora API ... dd 39.56 –2.86 ... 20.21 8.89 AtlCapitalBcshs ACBI ... 18 15.92 +0.16 ... 37.80 22.40 C4 Therap CCCC ... ... 33.13 –2.30 ... 17.34 10.27 ColumbiaFin CLBK ... 34 15.56 +0.22 ... 29.12 7.59 EHang EH ... dd 21.11 –5.05 ...
4.20 1.00 AgroFresh AGFS ... dd 2.27 –0.10 ... 37.88 18.55 AtlUnionBkshs AUB 3.0 17 32.94 +0.04 .25 106.75 56.94 CH Robinson CHRW 2.2 28 93.87 –0.79 .51 101.45 51.82 ColumbiaSportswr COLM .0 47 87.38 –2.77 .26 152.19 60.40 eHealth EHTH ... 23 70.61 –3.29 ...
42.93 8.95 AirT AIRT ... dd 24.90 –13.48 ... 41.25 17.74 AtlanticaSust AY 4.4 62 37.98 –2.83 .42 15.81 6.27 CimComm CMCT 2.1 dd 14.24 +1.55 .075 43.30 19.20 ColumbusMcKinn CMCO .6 53 38.44 –1.13 .06 131.89 28.39 EidosTherap EIDX ... dd 131.58 +3.88 ...
2.75 0.01 AirT Wt AIRTW ... ... .23 –0.32 ... 29.90 5.00 Atlanticus ATLC ... 8 24.63 +0.62 ... 6.05 1.62 CLPS CLPS ... 15 3.04 –0.03 ... 52.49 31.71 Comcast A CMCSA 1.8 23 52.40 +2.02 .23 15.12 4.55 EigerBioPharma EIGR ... dd 12.29 +1.98 ...
31.89 13.20 AirTransportSvcs ATSG ... dd 31.34 +0.11 ... 68.50 43.34 CommerceBcshrs CBSH 1.6 24 65.70 –0.68 .27
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

69.08 14.97 AtlasAir AAWW ... dd 54.54 –1.60 ... 174.87 85.26 CMC Materials CCMP 1.2 31 151.30 +7.47 .44 47.25 14.00 89bio ETNB ... dd 24.37 –2.82 ...
174.97 121.50 Airbnb ABNB ... dd 146.80 –8.04 ... 14.14 4.95 AtlasTech ATCX ... dd 7.03 –0.33 ... 225.36 131.80 CME Group CME 1.9 30 182.05 +3.57 2.50 9.78 1.24 CommVehicle CVGI ... dd 8.65 +0.13 ... 19.90 6.15 ElPolloLoco LOCO ... 29 18.10 –0.30 ...
120.00 75.18 AkamaiTech AKAM ... 31 104.99 –2.47 ... 250.03 110.01 Atlassian TEAM ... dd 233.87 –7.92 ... 33.38 13.25 CNB FinPA CCNE 3.2 9 21.29 +0.35 .17 15.05 5.50 CommScope COMM ... dd 13.40 +0.29 ... 163.81 110.00 ElbitSystems ESLT 1.3 26 130.80 –0.20 .44
13.71 2.09 AkebiaTherap AKBA ... dd 2.80 –0.12 ... 29.35 10.88 Atreca BCEL ... dd 16.15 +0.60 ... 61.69 22.51 CompassPath CMPS ... ... 47.64 –7.39 ... 6.82 3.50 CommsSystems JCS .0 28 4.57 +0.03 .02
co o

41.16 10.78 AkeroTherap AKRO ... dd 25.80 –0.27 ... 46.87 26.45 CmntyTrBcp CTBI 4.2 11 37.05 –0.02 .385 3.30 0.32 electroCore ECOR ... dd 1.56 –0.05 ...
58.03 23.17 AtriCure ATRC ... dd 55.67 –1.88 ... 58.19 21.96 CRA Intl CRAI 2.0 18 50.93 +0.40 .26 147.36 85.69 ElectronicArts EA .5 32 143.60 +1.79 .17
30.67 16.59 Akouos AKUS ... ... 19.83 –0.93 ... 756.37 567.00 Atrion ATRI 1.1 36 642.24 +12.23 1.75 181.42 32.30 CRISPR Therap CRSP ... dd 153.11 –15.39 ... 11.50 5.27 CommWestBcshs CWBC 2.2 9 9.08 +0.26 .05 8.16 1.44 EloxxPharm ELOX ... dd 3.98 –0.31 ...
104.75 32.00 Alarm.com ALRM ... 70 103.45 +4.57 ... 65.55 22.51 AuburnNatlBncp AUBN 2.4 18 41.69 –0.86 .255 54.92 36.33 CSG Systems CSGS 2.1 21 45.07 –0.11 .235 58.25 24.26 CommVaultSys CVLT ... dd 55.37 –1.83 ... 5.91 1.46 Emcore EMKR ... dd 5.45 +0.56 ...
3.92 1.44 AlaskaCommSys ALSK .0 20 3.69 +0.03 .09 44.94 9.00 AudioCodes AUDC 1.0 92 27.55 –1.05 .14 2.74 0.35 CSI Compressco CCLP 3.8 dd 1.06 –0.04 .01 19.90 5.62 Compugen CGEN ... dd 12.11 –1.02 ... 62.12 38.40 EnantaPharma ENTA ... dd 42.10 –0.80 ...
35.93 9.12 Alector ALEC ... dd 15.13 –0.21 ... 21.81 9.83 AuriniaPharm AUPH ... dd 13.83 –0.35 ... 15.85 4.51 CSP CSPI .0 dd 7.73 –0.06 .15 35.78 16.93 ComputerPrograms CPSI .0 17 26.84 –0.41 .10 49.01 15.27 EncoreCapital ECPG ... 6 38.95 +1.17 ...
F

160.03 72.67 AlexionPharm ALXN ... 37 156.24 +3.61 ... 6.06 1.40 AuroraMobile JG ... dd 3.56 –0.37 ... 117.32 50.13 CSW Industrials CSWI .5 33 111.91 +0.21 .135 7.30 2.86 ComputerTask CTG ... 12 6.12 –0.43 ... 61.36 38.01 EncoreWire WIRE .1 20 60.57 +3.41 .02
38.25 22.55 Alico ALCO 2.3 10 31.02 –0.43 .18 307.22 125.38 Autodesk ADSK ... cc 305.34 +3.95 ... 93.71 46.81 CSX CSX 1.1 25 90.75 +0.70 .26 5.51 1.80 comScore SCOR ... dd 2.49 +0.37 ... 7.31 2.08 EndoIntl ENDP ... dd 7.18 +0.64 ...
543.65 127.88 AlignTech ALGN ... 24 534.38 +6.35 ... 17.19 3.00 AutolusTherap AUTL ... dd 8.94 +0.04 ... 22.22 14.92 CVB Fin CVBF 3.7 15 19.50 –0.13 .18 37.34 11.48 ComtechTel CMTL 1.9 dd 20.69 +0.02 .10 9.49 1.31 EnduranceIntl EIGI ... 74 9.45 +0.01 ...
35.67 12.82 AligosTherap ALGS ... ... 27.65 –1.20 ... 182.32 103.11 ADP ADP 2.1 31 176.20 –0.36 .93 19.63 5.51 CabalettaBio CABA ... dd 12.48 +0.15 ... 116.78 80.00 Concentrix CNXC ... ... 98.70 –1.18 ... 13.98 6.11 EnergyRecovery ERII ... 34 13.64 –0.01 ...
8.71 2.86 AlimeraSciences ALIM ... dd 4.22 –0.21 ... 13.49 4.00 AvadelPharm AVDL ... 21 6.68 –0.22 ... 136.84 51.39 CadenceDesign CDNS ... 35 136.43 +2.43 ... 13.50 5.47 ConcertPharm CNCE ... dd 12.64 +0.24 ... 189.41 21.49 EnphaseEnergy ENPH ... cc 175.47 –5.92 ...
22.22 11.98 Alkermes ALKS ... dd 19.95 –1.51 ... 41.29 7.10 AviatNetworks AVNW ... 31 34.15 –1.03 ... 78.16 6.02 CaesarsEnt CZR ... dd 74.27 –1.57 ... 6.29 1.54 Conduent CNDT ... dd 4.80 –0.05 ... 77.27 24.06 EnsignGroup ENSG .3 27 72.92 +0.10 .0525
157.96 41.61 Allakos ALLK ... dd 140.00 –11.53 ... 16.01 4.67 AvidTechnology AVID ... 36 15.87 +2.10 ... 15.86 7.65 Caesarstone CSTE 4.3 48 12.89 +1.93 .14 5.00 2.00 Conifer CNFR ... dd 3.29 +0.71 ... 210.96 94.58 EnstarGroup ESGR ... 4 204.89 +3.09 ...
38.95 20.88 AllegianceBcshs ABTX 1.2 16 34.13 +0.29 .10 37.46 23.06 AvidityBio RNA ... dd 25.52 –3.99 ... 46.66 30.74 Cal-MaineFoods CALM ... 41 37.54 +0.18 ... 26.38 8.86 ConnectOneBncp CNOB 1.8 11 19.79 +0.21 .09 5.64 1.58 EntasisTherap ETTX ... dd 2.47 –0.38 ...
190.51 60.06 AllegiantTravel ALGT .0 dd 189.24 +10.01 .70 52.98 6.35 AvisBudget CAR ... dd 37.30 +0.40 ... 11.29 3.70 CalAmp CAMP ... dd 9.92 +0.02 ... 14.73 2.83 Conn's CONN ... dd 11.69 –1.34 ... 100.12 38.12 Entegris ENTG .3 49 96.10 –0.16 .08
29.48 16.78 AllegroMicro ALGM ... ... 26.66 +1.87 ... 42.98 17.85 Avnet AVT 2.4 dd 35.11 +0.64 .21 90.73 48.31 CalavoGrowers CVGW 1.7 dd 69.43 +0.13 1.15 8.81 3.47 ConsldComm CNSL ... 9 4.89 –0.06 ... 33.90 19.27 EnterpriseBncp EBTC 2.7 10 25.55 +0.28 .175
3.39 0.53 AllenaPharm ALNA ... dd 1.28 –0.08 ... 3.88 2.02 Aware AWRE ... dd 3.50 –0.04 ... 21.00 9.11 CaliforniaBncp CALB ... 41 15.56 –0.86 ... 18.83 10.01 ConsldWater CWCO 2.8 37 12.05 +0.20 .085 48.81 21.70 EnterpriseFinSvcs EFSC 2.1 12 34.95 –0.20 .18
12.02 2.63 AllianceResource ARLP .0 dd 4.48 –0.03 .40 31.50 12.99 AxcelisTechs ACLS ... 22 29.12 –0.04 ... 8.18 2.99 CalitheraBiosci CALA ... dd 4.91 –0.19 ... 50.90 17.00 ConstellPharm CNST ... dd 28.80 –4.67 ... 27.82 9.90 Epizyme EPZM ... dd 10.86 –0.89 ...
60.28 37.66 AlliantEnergy LNT 2.9 19 51.53 +1.51 .38 7.73 2.25 AxcellaHealth AXLA ... dd 5.19 –0.24 ... 38.00 19.00 CalliditasTherap CALT ... dd 33.62 +0.34 ... 29.97 11.96 ConstructionPtrs ROAD ... 37 29.11 +1.48 ... 92.44 42.53 ePlus PLUS ... 17 87.95 +1.59 ...
51.83 19.00 AlliedMotionTech AMOT .2 34 51.10 +1.09 .03 134.73 50.05 AxonEnterprise AAXN ... dd 122.53 –8.22 ... 4.70 0.82 CalumetSpecialty CLMT ... dd 3.13 –0.35 ... 5.12 1.00 ConsumerPtfo CPSS ... 6 4.24 ... ... 3.89 2.32 EpsilonEnergy EPSN ... 69 3.71 +0.24 ...
55.00 17.43 AllogeneTherap ALLO ... dd 25.24 –2.09 ... 52.10 15.25 AxonicsModul AXNX ... dd 49.92 +2.14 ... 8.41 2.40 Calyxt CLXT ... dd 4.22 –0.09 ... 24.75 17.41 ContextLogic WISH ... ... 18.24 –1.85 ... 27.05 2.20 Equillium EQ ... dd 5.35 +0.69 ...
13.05 6.44 Allot ALLT ... dd 10.52 –0.69 ... 109.53 35.44 AxsomeTherap AXSM ... dd 81.47 –3.44 ... 32.38 3.57 CambiumNtwks CMBM ... 94 25.08 –1.71 ... 130.96 55.69 Copart CPRT ... 45 127.25 +3.54 ... 839.77 477.87 Equinix EQIX 1.5 cc 714.18 +8.24 2.66
48.96 18.15 AlloVir ALVR ... dd 38.44 –2.02 ... 16.50 8.62 AyalaPharm AYLA ... ... 11.00 –0.75 ... 48.48 25.74 CamdenNational CAC 3.7 10 35.78 +0.46 .33 36.03 20.94 Core-Mark CORE 1.8 22 29.37 –0.73 .13 30.85 12.49 EquityBcshs EQBK ... dd 21.59 +0.27 ...
14.91 4.56 AllscriptsHlthcr MDRX ... dd 14.44 +0.19 ... 18.00 10.55 AziyoBiologics AZYO ... ... 13.63 +1.07 ... 22.66 6.27 Camtek CAMT ... 46 21.91 +0.82 ... 64.45 22.22 CornerstoneOnDem CSOD ... dd 44.04 –1.58 ... 256.77 130.20 ErieIndemnity A ERIE 1.7 44 245.60 +2.35 1.035
167.33 84.97 AlnylamPharm ALNY ... dd 129.97 –7.59 ... 8.69 1.76 Canaan CAN ... dd 5.93 +2.20 ... 51.37 14.09 CorsairGaming CRSR ... 50 36.22 –0.13 ... 13.95 3.50 ErytechPharma ERYP ... dd 9.23 +0.13 ...
29.20 5.82 Alpha&OmegaSem AOSL ... cc 23.64 +0.21 ... 26.66
n-

B 56.42 12.00 CanadianSolar CSIQ ... 15 51.24 –1.47 ... 73.84 Cortexyme CRTX ... dd 27.78 –1.22 ... 22.78 4.69 Escalade ESCA 2.6 13 21.17 –0.52 .14
1843.83 1008.87 Alphabet A GOOGL ... 35 1752.64 +18.48 ... 24.90 9.21 Canoo GOEV ... dd 13.80 –4.01 ... 106.86 44.67 Corvel CRVL ... 47 106.00 +1.89 ... 76.98 23.90 EsperionTherap ESPR ... dd 26.00 –3.30 ...
1847.20 1013.54 Alphabet C GOOG ... 35 1751.88 +13.03 ... 6.70 0.15 CanooWt GOEVW ... ... 3.59 –1.16 ... 6.88 1.01 CorvusPharm CRVS ... dd 3.56 –0.32 ... 9.40 2.50 EtonPharm ETON ... dd 8.13 –0.65 ...
14.97 2.19 Alphatec ATEC ... dd 14.52 +0.42 ... 5.24 1.51 BBQ Holdings BBQ ... 8 4.88 ... ... 29.52 9.00 CanopyGrowth CGC ... dd 24.64 –1.22 ... 951.18 500.24 CoStar CSGP ... cc 924.28 +17.65 ... 198.50 29.95 Etsy ETSY ... 99 177.91 –12.40 ...
16.37 2.05 AlpineImmune ALPN ... dd 12.60 –3.30 ... 14.02 7.73 BCB Bancorp BCBP 5.1 11 11.07 +0.32 .14 18.00 7.80 CanterburyPark CPHC ... 38 11.97 –0.39 ... 393.15 271.28 Costco COST .7 39 376.78 +12.20 10.00 167.64 61.27 EuronetWorldwide EEFT ... cc 144.92 +1.97 ...
60.00 23.04 AltairEngg ALTR ... dd 58.18 –1.03 ... 12.03 2.01 BELLUS Health BLU ... dd 3.06 –0.02 ... 14.97 6.98 CapitalBancorp CBNK ... 9 13.93 +0.29 ... 27.19 13.55 CountyBancorp ICBK 1.8 37 22.08 –1.16 .10 12.55 3.01 EveloBiosci EVLO ... dd 12.09 +1.34 ...
35.10 1.60 Altimmune ALT ... dd 11.28 –0.17 ... 6.15 2.07 BGC Partners BGCP 1.0 34 4.00 –0.15 .01 30.62 15.61 CapitalCityBank CCBG 2.4 13 24.58 –0.22 .15 369.12 99.01 CoupaSoftware COUP ... dd 338.91 –17.83 ... 8.30 0.61 Ever-Glory EVK ... dd 3.03 –0.38 ...
19.87 6.00 AltisourcePortf ASPS ... dd 12.88 –0.63 ... 44.47 6.01 BJsRestaurants BJRI ... dd 38.49 –0.61 ... 14.20 5.18 CapitalProduct CPLP 4.9 5 8.12 +0.22 .10 20.70 6.54 CovenantLogist CVLG ... dd 14.81 –0.59 ... 165.79 77.60 Everbridge EVBG ... dd 149.07 –3.27 ...
56.24 32.17
no

59.50 12.00 AltraIndlMotion AIMC .4 dd 55.43 +0.32 .06 13.38 BMC Stock BMCH ... 28 53.68 –1.73 ... 21.71 7.39 CapitalSouthwest CSWC 9.2 dd 17.75 +1.18 .10 4.05 Covetrus CVET ... dd 28.74 –2.85 ... 63.44 21.00 EverQuote EVER ... dd 37.35 –2.55 ...
58.69 9.40 AltusMidstream ALTM 12.6 dd 47.46 –0.61 1.50 87.97 34.57 BOK Fin BOKF 3.0 12 68.48 –0.21 .52 55.20 8.40 CapitalaFinance CPTA .0 dd 14.41 –0.24 .4998 28.13 5.75 Cowen COWN .8 6 25.99 –0.33 .08 9.01 1.75 EverspinTech MRAM ... dd 4.60 –0.04 ...
19.54 7.90 AmalgamBank AMAL 2.3 10 13.74 +0.10 .08 33.56 8.35 BRP Group BRP ... dd 29.97 –0.28 ... 14.03 8.75 CapitolFedFin CFFN 2.7 27 12.50 +0.12 .13 170.10 53.61 CrackerBarrel CBRL .0 33 131.92 –3.13 1.30 6.00 0.75 Evogene EVGN ... dd 4.70 +0.29 ...
21.84 3.36 Amarin AMRN ... dd 4.89 –0.12 ... 68.77 12.97 BRP DOOO .5 36 65.98 +0.01 .11 16.79 7.44 CapStarFin CSTR 1.4 14 14.75 +0.60 .05 539.00 199.00 CreditAcceptance CACC ... 15 346.14 +17.14 ... 13.75 2.85 Evolus EOLS ... dd 3.36 –0.19 ...
3552.25 1626.03 Amazon.com AMZN ... 95 3256.93 +84.24 ... 44.93 12.94 B RileyFin RILY 3.4 28 44.22 +1.13 .375 19.13 8.88 CaraTherap CARA ... dd 15.13 –0.57 ... 109.17 27.77 Cree CREE ... dd 105.90 +2.80 ... 26.99 10.29 Exagen XGN ... dd 13.20 +0.93 ...
96.80 36.02 Ambarella AMBA ... dd 91.82 –0.75 ... 225.35 82.00 Baidu BIDU ... 22 216.24 +25.22 ... 55.22 26.00 CardiovascularSys CSII ... dd 43.76 –0.33 ... 17.99 6.21 CrescentCapBDC CCAP 11.3 15 14.57 –0.43 .41 27.80 13.67 Exelixis EXEL ... 42 20.07 –0.64 ...
77.29 44.05 Amdocs DOX 1.8 19 70.93 +1.26 .3275 115.67 78.30 Balchem BCPC .5 45 115.22 +1.57 .58 150.46 27.33 Cardlytics CDLX ... dd 142.77 –0.25 ... 7.10 2.32 Cresud CRESY ... ... 4.79 +0.81 ... 50.54 29.28 Exelon EXC 3.6 17 42.22 +0.39 .3825
298.54 132.95 Amedisys AMED ... 59 293.33 +0.98 ... 24.60 6.95 BallardPower BLDP ... dd 23.40 –0.05 ... 47.41 15.71 Cardtronics CATM ... 72 35.30 +0.10 ... 26.67 10.63 CrineticsPharm CRNX ... dd 14.11 +0.37 ... 87.54 40.61 ExlService EXLS ... 38 85.13 –1.09 ...
21.90 9.01 AmerantBancorpA AMTB ... cc 15.20 +0.01 ... 63.96 26.00 BancFirst BANF 2.3 20 58.70 +0.57 .34 79.92 13.04 CareDx CDNA ... dd 72.45 –3.78 ... 22.48 5.89 Criteo CRTO ... 19 20.51 –0.29 ... 16.89 3.55 ExOne XONE ... dd 9.49 –1.36 ...
16.54 6.84 AmerantBancorpB AMTBB ... cc 11.63 +0.03 ... 198.61 50.89 Bandwidth BAND ... dd 153.67 –20.39 ... 23.83 7.16 CareTrustREIT CTRE 4.5 26 22.18 –0.15 .25 66.55 8.40 Crocs CROX ... 29 62.66 –0.03 ... 83.95 6.51 eXpWorld EXPI ... cc 63.12 –15.51 ...
460.92 222.34 Amerco UHAL .0 18 453.96 +6.07 2.00 31.70 14.20 BankOZK OZK 3.5 15 31.27 +0.17 .275 38.53 14.25 CarGurus CARG ... 55 31.73 –1.96 ... 9.15 4.00 Cronos CRON ... 29 6.94 –0.54 ... 134.09 40.76 Expedia EXPE .0 dd 132.40 +5.44 .34
8.10 3.52 AmerFirstMultifam ATAX 5.6 18 4.25 –0.11 .06 11.68 5.68 BankofCommerce BOCH 2.4 13 9.90 +0.05 .06 34.98 15.21 Carlyle CG 3.2 dd 31.44 +0.08 .25 13.42 4.50 CrossCtyHlthcr CCRN ... dd 8.87 –0.23 ... 95.73 52.55 ExpeditorsIntl EXPD 1.1 26 95.11 +0.47 .52
30.78 8.25 AmerAirlines AAL .0 dd 15.77 +0.11 .10 32.25 17.40 BankofPrinceton BPRN 1.7 12 23.41 –0.22 .10 17.29 1.04 CarParts.com PRTS ... dd 12.39 –0.78 ... 14.50 5.66 CrossFirstBkshs CFB ... cc 10.75 +0.12 ... 91.01 58.03 Exponent EXPO .8 60 90.03 +1.24 .19
104.97 65.14 AEP AEP 3.6 22 83.27 +1.85 .74 19.23 5.58 Bank7 BSVN 2.9 7 14.20 +0.30 .11 7.57 0.98 CarrolsRestr TAST ... dd 6.28 –0.14 ... 227.36 31.95 CrowdStrike CRWD ... dd 211.82 –9.30 ... 15.03 5.35 ExtendedStayAmer STAY .3 dd 14.81 +0.64 .35
58.77 37.05 AmerElecPwrUn AEPPL 6.1 ... 50.10 +1.08 .7656 13.28 6.73 BankFinancial BFIN 4.6 13 8.78 +0.03 .10 23.70 6.30 CarterBkshrs CARE .0 dd 10.72 –0.03 .14 5.44 2.77 CumberlandPharm CPIX ... dd 2.95 –0.11 ... 8.00 1.43 ExtremeNetworks EXTR ... dd 6.89 –0.11 ...
55.75 47.71 AmerElecPwrUn AEPPZ 6.1 ... 50.63 +1.31 .7656 29.26 12.07 BankwellFin BWFG 2.9 17 19.55 +1.09 .14 7.97 1.85 CasaSystems CASA ... dd 6.17 –0.47 ... 17.73 3.00 CumulusMedia CMLS ... dd 8.72 –0.46 ... 21.00 3.51 EyePointPharm EYPT ... dd 6.58 +1.59 ...
13.66 4.20 AmericanFin AFIN 11.4 dd 7.43 –0.26 .0708 57.02 27.12 Banner BANR 3.5 15 46.59 +0.96 .41 63.58 34.35 CasellaWaste CWST ... 81 61.95 +0.38 ... 151.80 36.15 CureVac CVAC ... ... 81.07 –20.66 ... 6.96 3.41 Ezcorp EZPW ... dd 4.79 +0.04 ...
40.25 18.53 AmNtlBcsh AMNB 4.1 10 26.21 –0.20 .27 47.51 22.19 Baozun BZUN ... 44 34.35 +2.34 ... 196.58 114.01 CaseysGenStores CASY .8 20 178.62 +0.90 .34 9.20 0.62 Curis CRIS ... dd 8.19 +0.24 ...
118.26
30.01
63.93
12.24
AmericanNatl
AmOutdoorBrands
ANAT
AOUT
3.4
...
8
...
96.12
17.03
+2.66
–0.45
.82
...
93.03
21.45
27.25
4.25
BarrettBus
BassettFurniture
BBSI
BSET
1.8
2.3
14
dd
68.21
20.08
–1.08
+0.17
.30
.25
58.03
78.40
28.85
21.01
CassInfoSys
CastleBiosci
CASS
CSTL
2.8
...
23
dd
38.91
67.15
+0.83
–4.16
.27
...
38.60
167.34
9.07
69.51
Cutera
CyberArkSoftware
CUTR
CYBR
...
...
dd
cc
24.11
161.59
+1.97
+0.42
...
... F
41.09 18.47 AmericanPubEdu APEI ... 26 30.48 –1.27 ... 23.50 9.67 BayCom BCML ... 13 15.17 +0.24 ... 8.59 1.25 CatabasisPharm CATB ... dd 2.14 –0.11 ... 43.48 12.77 CyberOptics CYBE ... 38 22.69 –3.43 ...
16.43 8.00 AmRvrBksh AMRB 2.1 12 13.15 +0.07 .07 41.15 11.67 BeaconRoof BECN ... dd 40.19 –0.31 ... 38.38 17.58 CathayGenBncp CATY 3.9 11 32.19 +0.69 .31 8.96 2.08 CyclerionTherap CYCN ... dd 3.06 –0.06 ... 76.18 35.15 FARO Tech FARO ... dd 70.63 –1.12 ...
21.48 9.05 AmerSoftware AMSWA 2.6 86 17.17 +0.76 .11 100.65 13.00 BeamTherap BEAM ... dd 81.64 –6.20 ... 236.10 99.58 CavcoIndustries CVCO ... 25 175.45 –6.00 ... 9.06 1.21 CymaBayTherap CBAY ... dd 5.74 –0.78 ... 178.09 79.78 F5Networks FFIV ... 35 175.94 +0.33 ...
26.44 4.40 AmerSupercond AMSC ... dd 23.42 –1.80 ... 5.15 1.15 BeasleyBroadcast BBGI .0 dd 1.49 +0.01 .05 9.00 3.53 CECO Env CECE ... 17 6.96 +0.11 ... 86.77 43.72 CyrusOne CONE 2.8 dd 73.15 +0.40 .51 6.40 2.80 FGFinancial FGF ... dd 4.22 +0.56 ...
117.70 35.30 AmericanWoodmark AMWD ... 25 93.85 –1.57 ... 26.16 3.43 BedBath BBBY .0 dd 17.76 –0.84 .17 33.59 7.32 Cellectis CLLS ... dd 27.06 –3.34 ... 30.14 8.00 Cytokinetics CYTK ... dd 20.78 –0.16 ... 52.59 30.00 FRP Holdings FRPH ... 32 45.55 +0.64 ...
January 4, 2021 BARRON’S M17

Nasdaq Issues
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt. FIVE-DAY NASDAQ COMPOSITE
304.67 137.10 Facebook FB ... 31 273.16 +5.76 ... 21.67 3.55 GoldenEnt GDEN ... dd 19.89 –0.27 ... 7.87 1.95 Immunogen IMGN ... dd 6.45 –0.57 ...
129.04 5.66 FangddNetwork DUO ... dd 7.54 +0.07 ... 27.18 8.82 GoldenNugget GNOG ... dd 19.70 –5.79 ... 33.34 1.15 ImmunoPrecise IPA ... dd 14.95 –1.44 ... Batteries Charged: It was an electrifying year for Tesla and a crowd of
27.28 11.79 Fanhua FANH 8.6 dd 12.04 –0.42 .25 14.47 0.22 GoldenNuggetWt GNOGW ... ... 9.00 –1.47 ... 53.75 8.34 Immunovant IMVT ... dd 46.19 –3.59 ...
15.17 3.40 FarmerBros FARM ... dd 4.67 +0.54 ... 5.80 2.52 GoldenOcean GOGL 6.5 dd 4.63 +0.01 .05 7.95 0.53 Immutep IMMP ... dd 3.14 +0.20 ...
50.47 26.72 Fastenal FAST 2.0 33 48.83 –0.69 .40 18.24 8.94 GolubCapital GBDC 8.2 87 14.14 +0.34 .29 45.00 11.47 Impinj PI ... dd 41.87 –0.75 ... imitators. The Nasdaq Composite Index ended Thursday at 12,888—up
103.66 16.75 FateTherap FATE ... dd 90.93 –8.57 ... 64.22 33.51 GoodRx GDRX ... cc 40.34 –5.98 ... 88.75 39.55 InariMedical NARI ... cc 87.29 +5.99 ...
16.69 4.60 FedNat FNHC 6.1 dd 5.92 +0.19 .09 15.69 4.09 Goodyear GT .0 dd 10.91 +0.55 .16 110.37 62.48 Incyte INCY ... dd 86.98 –0.39 ... 0.7% for the week and a remarkable 44% for the year.
51.56 22.65 FibroGen FGEN ... dd 37.09 –3.32 ... 134.52 37.26 GooseheadIns GSHD .0 cc 124.76 +0.57 1.1495 83.90 49.25 IndependentBank INDB 2.5 18 73.04 –0.93 .46
70.97 30.50 FidelityD&D FDBC 1.9 26 64.36 +0.05 .30 9.17 2.00 GoPro GPRO ... dd 8.28 –0.23 ... 22.98 9.19 IndepBankMI IBCP 4.3 8 18.47 –0.10 .20 Monday Tuesday Wednesday Thursday Friday
13.67 2.72 FiestaRestaurant FRGI ... dd 11.40 –0.37 ... 16.79 7.52 GossamerBio GOSS ... dd 9.67 –0.35 ... 64.54 20.35 IndependentBank IBTX 1.9 14 62.52 +0.02 .30
31.02 11.10 FifthThirdBncp FITB 3.9 14 27.57 –0.01 .27 106.14 57.89 GrandCanyonEduc LOPE ... 18 93.11 –1.83 ... 24.37 12.95 IndLogistics ILPT 5.7 28 23.29 +0.38 .33 12980
92.61
32.70
53.94
12.78
51job
FinInstitutions
JOBS
FISI
...
4.6
33
10
70.00
22.50
+1.95
+0.05
...
.26
37.88
8.15
12.50
2.25
GraybugVision
GreatElmCap
GRAY
GECC
...
27.7
...
dd
29.02
3.60
+0.84
–0.19
...
.083
11.51
3.13
3.68
0.60
Infinera
InfinityPharm
INFN
INFI
...
...
dd
dd
10.48
2.12
–0.49
+0.02
...
... H
25.53 7.54 FireEye FEYE ... dd 23.06 +0.69 ... 3.66 1.31 GreatElm GEG ... dd 2.88 +0.16 ... 9.70 2.52 InflaRx IFRX ... dd 5.03 –0.02 ...
40.00
30.64
17.32
17.62
FirstBancorpNC
FirstBancorp
FBNC
FNLC
2.1
4.9
13
10
33.83
25.40
+0.32
+0.64
.18
.31
13.39
63.55
6.75
32.23
GreatLakesDredge
GreatSouthernBncp
GLDD
GSBC
...
2.8
12
12
13.17
48.90
+0.67
–1.10
...
.34
3.76
48.11
1.61
32.21
InfoSvcsGrp
InglesMarkets IMKTA
III ...
1.5
48
5
3.28
42.66
+0.25
+1.92
...
.165 12930 O
17.76 3.77 GreenPlains GPRE ... dd 13.17 –0.55 ... 50.97 15.20 Inhibrx INBX ... dd 32.97 –11.33 ...
35.62 15.27 FirstBancshares FBMS 1.6 13 30.88 +0.58 .12
L

.
11.19 6.00 FirstBank FRBA 1.3 10 9.38 –0.14 .03 14.81 3.47 GreenPlainsPtrs GPP 6.0 5 7.95 +0.09 .12 53.20 13.14 InMode INMD ... 34 47.48 –0.01 ...
27.76 11.00 FirstBusey BUSE 4.1 12 21.55 +0.13 .22 4.98 1.02 Greenlane GNLN ... dd 3.96 –0.18 ... 8.24 3.30 InnatePharma IPHA ... dd 4.09 –0.18 ...

ly
27.35
615.88
31.32
12.86
276.08
17.21
FirstBusFinSvcs
FirstCitizBcshA
FstCmntyBcsh
FBIZ
FCNCA
FCBC
3.6
.3
4.6
10
13
11
18.41
574.27
21.58
+0.18
–18.86
–0.26
.165
.47
.25
10.35
9.84
1.88
5.00
3.05
0.24
GreenlightCapRe
GreenSky
Gridsum
GLRE
GSKY
GSUM
...
...
...
dd
93
dd
7.31
4.63
1.63
+0.15
–0.03
–0.04
...
...
...
6.25
107.85
8.24
0.75
56.71
1.20
Innodata
Innospec
InnovSolSuprt
INOD
IOSP
ISSC
...
1.1
.0
dd
61
34
5.30
90.73
6.52
–0.38
+1.19
–0.06
...
.52
.50
12880 I
22.91
6.86
9.01
1.56
1stConstBncp
FirstEagleAltCap
FCCY
FCRD
2.3
11.0
11
dd
15.87
3.65
–1.07
–0.04
.09
.10
80.35
25.73
7.30
28.67
13.40
2.03
GriffinIndlRealty
Grifols
GrindrodShipping
GRIF
GRFS
GRIN
...
1.6
...
dd
16
dd
62.50
18.44
4.20
–2.48
–0.21
+0.57
...
.0097
...
15.62
68.68
27.93
7.58
26.57
13.39
Innoviva
Inogen
Inovalon
INVA
INGN
INOV
...
...
...
dd
cc
6 12.39
44.68
18.17
+0.05
+1.36
–0.33
...
...
...
D
25.68 10.83 FirstFinBncpOH FFBC 5.2 11 17.53 +0.13 .23 12830
36.43 20.70 FirstFinBkshs FFIN 1.4 28 36.17 +0.40 .13 12.20 2.54 GritstoneOncology GRTS ... dd 3.94 –0.28 ... 33.79 2.95 InovioPharma INO ... dd 8.85 –1.41 ...
A

on
45.92 27.62 FirstFinIN THFF 2.7 10 38.85 –0.25 .53 48.87 28.11 GroceryOutlet GO ... 42 39.25 –1.15 ... 31.65 16.10 InozymePharma INZY ... ... 20.64 –4.13 ... (Prev Thu's
15.47 7.90 FirstFinNW FFNW 3.5 13 11.40 –0.48 .10 63.20 9.60 Groupon GRPN ... dd 37.99 +0.23 ... 162.08 55.72 Inphi IPHI ... dd 160.47 –0.03 ... Close)
20.56
22.38
8.01
11.29
FirstFoundation
FirstGuarBcshs
FFWM
FGBI
1.4
3.6
12
9
20.00
17.77
+0.03
–0.41
.07
.16
67.07
33.00
20.55
20.02
GrAeroportuario
GuarantyBcshrs
OMAB
GNTY
...
2.6
30
14
51.68
29.95
+0.59
–0.41
...
.20
17.96
77.33
3.91
28.25
Inseego
InsightEnt
INSG
NSIT
...
...
dd
17
15.47
76.09
–1.34
+1.54
...
...
12780
+94.69 -49.20 +19.78 +18.28 Y
31.25 13.56 FirstHawaiian FHB 4.4 16 23.58 +0.39 .26 25.21 12.70 GuarFedBcsh GFED 3.4 9 17.46 –0.17 .15 42.71 12.09 Insmed INSM ... dd 33.29 –2.12 ...
29.74 10.47 FirstInternetBncp INBK .8 11 28.74 –0.18 .06 138.65 55.90 GuardantHealth GH ... dd 128.88 –4.91 ... 26.61 10.00 InsteelInds IIIN .5 23 22.27 –0.79 1.50 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
42.21 24.50 FirstInterBanc FIBK 3.7 16 40.77 +0.11 .38 5.99 2.67 GulfIslandFab GIFI ... dd 3.06 –0.14 ... 269.42 121.00 Insulet PODD ... cc 255.63 –1.65 ...
42.19 21.18 FirstMerchants FRME 2.8 14 37.41 +0.57 .26 6.42 2.50 Gulf Resources GURE ... dd 4.12 –0.02 ... 67.29 34.21 IntegraLifeSci IART ... 98 64.92 –1.47 ...
69.29 43.61 Intel INTC 2.6 10 49.82 +2.75 .33

us ,
35.31 18.60 FirstMidBcshs FMBH 2.4 13 33.66 +0.21 .41
70.00
23.19
18.00
10.31
8.77
FirstMidwestBncp
FirstNWBncp
FMBI
FNWB
3.5
1.5
16
17
15.92
15.60
+0.15
–0.09
.14
.06 H 11.84
9.18
1.91
IntelliaTherap
Intellicheck
NTLA
IDN
...
...
dd
dd
54.40
11.41
–7.74
+1.08
...
...
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.

l
109.09 28.47 FirstSolar FSLR ... 47 98.92 –3.48 ... 75.00 34.20 InterParfums IPAR .0 61 60.49 +1.10 .33
52.16 26.07 1stSource SRCE 2.8 13 40.30 +0.41 .28 33.79 9.12 H&E Equipment HEES 3.7 cc 29.81 –0.44 .275 62.95 33.70 InteractiveBrkrs IBKR .7 28 60.92 –0.16 .10

e
15.90 8.95 LakeShoreBancorp LSBK 4.0 17 13.00 ... .13 23.51 10.06 MalvernBancorp MLVF ... 18 15.50 –0.52 ...
24.25

al a
24.99 10.74 FirstUnited FUNC 3.4 9 15.50 –0.50 .13 20.71 9.11 HBT Finl HBT 4.0 10 15.15 +0.05 .15 121.53 InterceptPharm ICPT ... dd 24.70 –2.09 ... 17.42 8.31 LakelandBcp LBAI 3.9 11 12.70 +0.15 .125 5.45 0.56 MammothEnergy TUSK ... dd 4.45 –0.16 ...
20.00 10.75 FirstWesternFin MYFW ... 7 19.57 +1.41 ... 21.76 13.06 HMN Fin HMNF ... 10 17.20 +0.20 ... 67.06 31.04 InterDigital IDCC 2.3 31 60.68 –0.52 .35 56.28 30.49 LakelandFin LKFN 2.2 17 53.58 +1.10 .30 108.07 35.20 ManhattanAssoc MANH ... 81 105.18 –1.39 ...
90.56 51.15 FirstCash FCFS 1.5 23 70.04 –0.01 .27 36.95 18.20 HMS Holdings HMSY ... 60 36.75 +0.24 ... 17.57 5.06 Interface TILE .4 dd 10.50 +0.74 .01 30.39 10.45 LakelandInd LAKE ... 8 27.25 +0.05 ... 20.32 6.49 Mannatech MTEX 3.4 6 18.60 +0.70 1.00
6.86 2.72 FirsthandTechVal SVVC ... dd 4.47 –0.02 ... 14.37 5.80 Hookipa HOOK ... dd 11.09 –0.84 ... 43.60 15.60 IntlBcshs IBOC 2.9 14 37.44 –0.32 .55 516.65 181.38 LamResearch LRCX 1.1 27 472.27 –8.07 1.30 4.21 0.80 MannKind MNKD ... dd 3.13 –0.29 ...
145.84 57.38 FirstService FSV .5 83 136.76 +0.90 .165 18.90 9.50 HackettGroup HCKT 2.6 71 14.39 +0.35 .095 31.46 5.97 IntersectENT XENT ... dd 22.90 –0.10 ... 96.82 30.89 LamarAdv LAMR 2.4 35 83.22 +1.83 .50 93.99 55.25 ManTechIntl MANT 1.4 28 88.94 +5.63 .32

ci on
125.05 73.50 Fiserv FISV ... 87 113.86 +1.23 ... 75.43 31.85 HailiangEduc HLG ... 32 65.84 +0.34 ... 7.75 3.17 Intevac IVAC ... 33 7.21 –0.16 ... 184.97 114.55 LancasterColony LANC 1.6 38 183.73 +9.43 .75 32.46 23.62 MaravaiLifeSci MRVI ... ... 28.05 –1.66 ...
175.76 47.53 FiveBelow FIVE ... 89 174.98 +16.13 ... 40.62 18.12 HainCelestial HAIN ... cc 40.15 +0.15 ... 34.31 10.94 Intra-Cellular ITCI ... dd 31.80 +0.47 ... 11.89 7.48 Landec LNDC ... dd 10.85 +0.72 ... 4.05 1.10 Marchex MCHX ... dd 1.96 –0.19 ...
187.99 52.51 Five9 FIVN ... dd 174.40 –5.64 ... 18.94 2.28 HallmarkFin HALL ... dd 3.56 +0.26 ... 19.70 9.84 Intricon IIN ... dd 18.10 +1.07 ... 26.46 14.24 LandmarkBncp LARK 3.3 7 22.85 –0.78 .1905 5.70 0.77 MarinSoftware MRIN ... dd 2.02 –0.01 ...
24.70 1.75 FivePrimeTherap FPRX ... dd 17.01 –1.92 ... 44.53 12.71 HalozymeTherap HALO ... cc 42.71 –0.20 ... 387.94 187.68 Intuit INTU .6 51 379.85 –1.31 .59 17.86 7.05 LandmarkInfrPtrs LMRK 7.5 dd 10.72 –0.52 .20 17.14 4.16 MarinusPharma MRNS ... dd 12.20 –0.43 ...
18.48 5.36 Flex FLEX ... 28 17.98 –0.18 ... 84.55 36.27 HamiltonLane HLNE 1.6 41 78.05 –0.62 .3125 826.81 360.50 IntuitiveSurgical ISRG ... 93 818.10 +11.10 ... 140.40 85.30 LandstarSystem LSTR .6 30 134.66 –0.70 2.00 3.39 1.32 MarkerTherap MRKR ... dd 1.45 –0.08 ...
21.34 5.01 FlexionTherap FLXN ... dd 11.54 –0.71 ... 44.24 14.32 HancockWhitney HWC 3.2 dd 34.02 –0.20 .27 15.95 9.01 Inventiva IVA ... dd 14.50 +1.70 ... 20.67 8.67 Lantheus LNTH ... cc 13.49 –1.25 ... 606.45 275.50 MarketAxess MKTX .4 79 570.56 –2.52 .60
35.44 7.81 Flexsteel FLXS 1.1 dd 34.97 +0.19 .10 20.17 7.15 HanmiFinancial HAFC 2.8 11 11.34 –0.15 .08 24.40 8.49 Investar ISTR 1.6 14 16.54 –0.08 .065 25.87 7.43 LarimarTherap LRMR ... dd 21.41 –0.67 ... 22.25 4.66 MarlinBusSvcs MRLN 4.6 dd 12.24 +0.30 .14
59.44 23.85 FlirSystems FLIR 1.6 42 43.83 –0.71 .17 11.20 6.45 HarborOneBncp HONE 1.1 19 10.86 +0.06 .03 7.70 1.38 InvestcpCredit ICMB 12.6 dd 4.76 +0.28 .18 46.37 13.54 LatticeSemi LSCC ... cc 45.82 +2.06 ... 152.60 46.56 Marriott MAR .0 cc 131.92 +3.17 .48
6.48 1.02 Fluent FLNT ... cc 5.31 –0.10 ... 8.57 4.44 Harmonic HLIT ... dd 7.39 +0.20 ... 12.57 6.31 InvestorsBancorp ISBC 4.5 13 10.56 +0.33 .12 21.66 7.30 LaureateEduc LAUR ... dd 14.56 –0.40 ... 20.13 10.67 MartenTransport MRTN .9 22 17.23 +0.06 .50
12.45 1.17 Fluidigm FLDM ... dd 6.00 –0.48 ... 52.74 28.97 HarmonyBio HRMY ... ... 36.15 –0.33 ... 194.26 96.45 InvestorsTitle ITIC 1.2 8 153.00 –1.59 15.00 58.28 24.52 LawsonProducts LAWS ... 40 50.91 –1.59 ... 4.85 0.91 MartinMidstream MMLP 1.4 24 1.43 –0.19 .005

er s
21.76 8.86 FlushingFin FFIC 5.0 11 16.64 +0.22 .21 25.02 10.27 HarpoonTherap HARP ... dd 16.61 +0.13 ... 64.34 39.32 IonisPharma IONS ... cc 56.54 –3.14 ... 3.18 1.02 LeapTherap LPTX ... dd 2.25 +0.03 ... 48.42 16.45 MarvellTech MRVL .5 22 47.54 +0.49 .06
47.18 12.17 FocusFinPtrs FOCS ... cc 43.50 –1.21 ... 7.89 3.33 HarrowHealth HROW ... dd 6.86 +1.08 ... 52.43 18.70 IovanceBiotherap IOVA ... dd 46.40 –3.15 ... 16.92 8.50 LegacyHousing LEGH ... 11 15.11 +0.26 ... 273.33 143.90 Masimo MASI ... 70 268.38 +2.44 ...
28.27 14.03 FoghornTherap FHTX ... ... 20.27 –4.36 ... 4.58 1.39 HarvardBioSci HBIO ... dd 4.29 +0.21 ... 28.03 14.51 iQIYI IQ ... dd 17.48 +0.04 ... 43.24 24.64 LegendBiotech LEGN ... dd 28.16 –1.37 ... 27.92 4.90 MasterCraftBoat MCFT ... dd 24.84 –1.85 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

56.33 31.45 FormaTherap FMTX ... dd 34.90 –4.53 ... 109.50 41.33 Hasbro HAS 2.9 33 93.54 +0.39 .68 274.21 56.54 iRhythmTechs IRTC ... dd 237.21 –4.91 ... 41.86 18.76 LeMaitreVascular LMAT .9 44 40.50 +2.13 .095 159.53 87.56 MatchGroup MTCH ... ... 151.19 –0.89 ...
45.92 16.35 FormFactor FORM ... 43 43.02 +0.44 ... 30.76 7.55 HawaiianHoldings HA .0 dd 17.70 –0.08 .12 4.24 1.22 Iridex IRIX ... dd 2.51 +0.57 ... 368.66 135.72 LendingTree TREE ... dd 273.79 –3.66 ... 61.82 10.65 Materialise MTLS ... dd 54.21 –2.20 ...
99.06
50.00
36.75
22.45
FormulaSys
ForresterResearch
FORTY
FORR
.8
...
29
63
85.50
41.90
+3.70
+1.47
.3704
...
59.89
24.99
26.82
12.93
m er
Hawkins
HawthornBcsh
HWKN
HWBK
1.8
2.4
17
11
52.31
21.90
+0.13
–0.12
.2325
.13
39.95
98.55
16.87
32.79
IridiumComm
iRobot
IRDM
IRBT
...
...
dd
15
39.33
80.29
+0.28
–5.56
...
... 28.95
25.78
19.15
13.45
Leslie's
LevelOneBncp
LESL
LEVL
...
1.0
88
9
27.75
20.23
+0.27
+0.39
...
.05
23.08
18.39
7.11
6.53
MatrixService
Mattel
MTRX
MAT
...
...
dd
dd
11.02
17.45
–0.64
–0.08
...
...
19.65 3.45 Forterra FRTA ... 35 17.20 –0.18 ... 36.02 15.29 HaynesIntl HAYN 3.7 dd 23.84 –1.07 .22 14.06 7.99 IronwoodPharm IRWD ... 16 11.39 –0.33 ... 4.47 1.03 LexiconPharm LXRX ... dd 3.42 –0.07 ... 40.36 17.01 MatthewsIntl MATW 2.9 dd 29.40 +1.48 .215
153.33 70.20 Fortinet FTNT ... 55 148.53 –1.26 ... 32.14 12.25 Headhunter HHR ... 65 30.25 –0.91 ... 34.84 17.50 iTeosTherap ITOS ... ... 33.82 +0.48 ... 16.93 6.04 LexinFintech LX ... 18 6.70 +0.11 ... 37.99 11.78 MaxeonSolar MAXN ... ... 28.37 –6.92 ...
78.95 39.59 ForwardAir FWRD 1.1 41 76.84 +0.76 .21 45.56 17.48 HealthCatalyst HCAT ... dd 43.53 –1.36 ... 97.79 40.48 Itron ITRI ... dd 95.90 +1.99 ... 47.70 14.31 LiAuto LI ... dd 28.83 –0.49 ... 88.79 41.93 MaximIntProducts MXIM .0 35 88.65 +2.07 .48
13.61 2.69 Fossil FOSL ... dd 8.67 –0.52 ... 31.30 15.80 HealthcareSvcs HCSG 2.9 23 28.10 +1.03 .205 26.37 11.01 IturanLocation ITRN .0 dd 19.05 +0.02 .24 162.26 80.14 LibertyBroadbandA LBRDA .0 cc 157.58 –1.17 .4375 19.78 14.80 McAfee MCFE 2.1 dd 16.69 –1.07 .087
20.51 7.96 FosterLB FSTR ... 4 15.05 +0.34 ... 88.78 34.40 HealthEquity HQY ... cc 69.71 +1.38 ... 165.23 86.20 LibertyBroadbandC LBRDK ... cc 158.37 –1.06 ... 83.95 44.32 McGrathRent MGRC 2.5 17 67.10 +2.88 .42
49.06 36.10 4D Molecular FDMT ... ... 41.45 +1.44 ... 27.99 17.95 HealthStream HSTM ... 42 21.84 +0.11 ...
J 25.76 15.24 LibertyGlobal A LBTYA ... dd 24.22 –0.14 ... 7.33 1.29 MedallionFin MFIN ... dd 4.90 –0.30 ...
m rp
39.74 19.81 FoxA FOXA 1.6 11 29.12 +0.81 .23 22.75 15.65 HeartlandExp HTLD .4 22 18.10 –0.11 .02 58.31 15.98 LibertyGlobal B LBTYB ... dd 24.52 –0.63 ... 13.25 2.79 MediciNova MNOV ... dd 5.26 –0.37 ...
38.84 19.13 FoxB FOX 1.6 11 28.88 +0.88 .23 51.85 25.26 HeartlandFinUSA HTLF 2.0 11 40.37 –0.28 .20 24.90 14.36 LibertyGlobal C LBTYK ... dd 23.65 –0.14 ... 4.44 1.44 MediWound MDWD ... dd 3.70 –0.38 ...
113.41 34.58 FoxFactory FOXF ... 53 105.71 –0.88 ... 33.21 17.99 Heidrick&Strug HSII 2.0 dd 29.38 –0.26 .15 14.40 3.00 JakksPacific JAKK ... dd 4.98 –0.12 ...
230.56 104.02 HelenofTroy HELE ... 27 222.19 –2.64 ... 189.17 105.67 J&JSnackFoods JJSF 1.5 cc 155.37 –1.23 .575 19.75 7.55 LibertyLatAmA LILA ... dd 11.13 –0.10 ... 150.57 58.72 Medpace MEDP ... 42 139.20 +0.06 ...
30.75 5.75 Franchise FRG 4.9 ... 30.45 +1.81 .375 54.20 29.03 HeliosTechnologies HLIO .7 76 53.29 +0.53 .09 92.77 32.70 JD.com JD ... 34 87.90 +3.41 ... 18.86 7.47 LibertyLatAmC LILAK ... dd 11.09 –0.15 ... 21.77 8.82 MeiraGTx MGTX ... dd 15.14 –1.28 ...
72.64 41.25 FranklinElec FELE .9 35 69.21 –0.76 .155 15.07 7.64 HemisphereMedia HMTV ... dd 10.36 –0.20 ... 108.21 41.33 Joyy YY 1.0 5 79.98 +2.63 .51 46.52 16.87 LibertyFormOne A FWONA ... dd 37.99 –0.06 ... 25.22 10.81 MelcoResorts MLCO .0 dd 18.55 ... .1651
21.69 14.62 FreelineTherap FRLN ... ... 18.26 +1.42 ... 73.99 41.85 HenrySchein HSIC ... 24 66.86 +1.03 ... 104.57 53.25 j2Global JCOM ... 22 97.69 +0.06 ... 48.95 18.31 LibertyFormOne C FWONK ... dd 42.60 +0.93 ... 1735.75 422.22 MercadoLibre MELI ... dd 1675.22 –15.26 ...
3.46 0.73 FreightCarAmer RAIL ... dd 2.41 –0.16 ... 12.86 6.04 HeritageCommerce HTBK 5.9 18 8.87 +0.02 .13 200.98 123.64 JackHenry JKHY 1.1 42 161.99 +4.30 .43 30.16 13.59 LibertyBraves A BATRA ... dd 24.87 –0.30 ... 37.16 17.09 MercantileBank MBWM 4.1 10 27.17 –0.07 .28
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

12.19 5.95 FrequencyElec FEIM ... dd 10.99 +0.42 ... 31.68 11.30 HeritageCrystal HCCI ... cc 21.07 +0.87 ... 97.15 16.81 JackintheBox JACK 1.7 24 92.80 –2.38 .40 29.99 13.20 LibertyBraves C BATRK ... dd 24.88 –0.02 ... 13.44 5.77 MercerIntl MERC 2.5 dd 10.25 +0.46 .065
42.89 14.50 FrequencyTherap FREQ ... dd 35.26 +1.54 ... 28.43 14.65 HeritageFin HFWA 3.4 21 23.39 +0.36 .20 57.41 25.34 JamesRiver JRVR 2.4 34 49.15 +0.28 .30 51.11 22.54 LibertySirius A LSXMA ... 52 43.19 +0.51 ... 96.29 52.24 MercurySystems MRCY ... 59 88.06 +1.42 ...
147.56 40.79 Freshpet FRPT ... cc 141.99 –1.32 ... 55.96 7.33 HibbettSports HIBB ... 14 46.18 –1.29 ... 51.00 29.03 JamfHolding JAMF ... dd 29.92 –2.13 ... 50.89 24.49 LibertySirius B LSXMB ... 52 43.29 –0.08 ... 4.25 0.69 MereoBioPharma MREO ... dd 3.58 +0.01 ...
co o

51.67 30.06 frontdoor FTDR ... 33 50.21 –0.34 ... 19.97 4.20 HighPeakEner HPK ... ... 15.97 +1.37 ... 166.00 86.88 JazzPharma JAZZ ... 52 165.05 +7.77 ... 50.52 22.63 LibertySirius C LSXMK ... 53 43.51 +0.72 ... 10.61 8.56 MeridaMergerCorp.I MCMJ ... cc 10.20 –0.04 ...
13.91 1.00 FuelCell FCEL ... dd 11.17 –1.13 ... 4.97 0.52 HighPeakEnerWt HPKEW ... ... 4.53 +1.83 ... 21.65 6.61 JetBlue JBLU ... dd 14.54 +0.11 ... 134.00 2.10 LibertyTripAdvB LTRPB ... dd 29.43 +0.43 ... 20.18 8.88 MeridianBancorp EBSB 2.1 12 14.91 +0.18 .08
22.96 7.01 FulcrumTherap FULC ... dd 11.71 –0.78 ... 8.30 1.73 HimaxTechs HIMX ... 90 7.39 +0.63 ... 95.20 57.14 JFrog FROG ... dd 62.83 –5.99 ... 7.76 0.86 LibertyTripAdvA LTRPA ... dd 4.34 +0.64 ... 26.58 5.51 MeridianBiosci VIVO ... 17 18.69 –2.22 ...
56.53 6.70 FulgentGenetics FLGT ... 26 52.10 +6.33 ... 230.02 125.55 HinghamSvg HIFS .9 10 216.00 –0.15 .70 30.00 1.60 Jiayin JFIN ... 6 3.05 –0.18 ... 15.66 3.26 LifetimeBrands LCUT 1.1 dd 15.20 +0.44 .0425 26.00 10.68 Meridian MRBK 2.4 6 20.80 +0.04 .125
17.62 8.89 FultonFin FULT 4.1 12 12.72 –0.07 .13 17.59 9.52 HollysysAuto HOLI 1.4 13 14.69 +0.18 .20 114.32 48.76 JohnsonOutdoors JOUT .7 21 112.63 +4.62 .21 8.89 1.43 LifewayFoods LWAY ... 21 5.41 –0.43 ... 58.70 25.18 MeritMedical MMSI ... dd 55.51 +0.98 ...
17.76 3.12 Funko FNKO ... dd 10.38 –0.28 ... 127.80 57.24 LigandPharm LGND ... dd 99.45 –6.60 ... 8.86 1.49 MerrimackPharm MACK ... dd 6.89 –0.25 ...
F

77.49 26.49 Hologic HOLX ... 17 72.83 –1.94 ... 11.72 2.85 JounceTherap JNCE ... dd 7.00 +0.51 ...
48.50 10.02 FusionFuelGreen HTOO ... dd 18.43 –1.62 ... 39.34 18.57 HomeBancorp HBCP 3.1 12 27.99 –0.76 .22 8.19 3.43 LimelightNetworks LLNW ... dd 3.99 –0.14 ... 29.09 4.12 MersanaTherap MRSN ... dd 26.61 –0.19 ...
19.00 11.40 FusionPharm FUSN ... ... 11.75 –0.55 ... 31.45 3.51 LiminalBioSci LMNL ... dd 4.20 –0.45 ... 20.64 10.18 Merus MRUS ... dd 17.53 –0.64 ...
51.10 8.16 Futu FUTU ... 55 45.75 +7.87 ...
21.04
35.52
9.71
18.44
HomeBancShares
HomeStreet
HOMB
HMST
2.9
1.8
16
13
19.48
33.75
–0.19
+0.22
.14
.15 K 21.85
8.99
10.60
1.69
Limoneira
LincolnEduc
LMNR
LINC
1.8
...
dd
17
16.65
6.50
–0.35
–0.28
.075
...
9.49
292.19
2.05
181.90
MesaAir
MesaLab
MESA
MLAB
...
.2 dd
9 6.69
286.64
+0.40
+1.84
...
.16
27.79 11.75 HomeTrustBcshs HTBI 1.7 17 19.31 –0.13 .08
G 22.38
36.49
8.70
12.30
HomologyMed
HookerFurniture
FIXX
HOFT
...
2.2
dd
dd
11.29
32.25
–1.36
+0.78
...
.18
268.89
33.20
110.19
2.53
KLA
KLX Energy
KLAC
KLXE
1.4
...
31
dd
258.91
6.46
–0.17
–0.45
.90
...
122.51
19.48
59.30
3.01
LincolnElectric
LiquiditySvcs
LECO
LQDT
...
...
34
dd
116.25
15.91
–2.56
–0.81
...
...
21.28
40.00
3.12
13.09
Mesoblast
MetaFinancial
MESO
CASH
...
.5
dd
13
8.49
36.56
–0.24
–0.10
...
.05
15.07 7.03 HopeBancorp HOPE 5.1 11 10.91 +0.12 .14 11.86 6.36 KVH Inds KVHI ... dd 11.35 +0.92 ... 256.49 103.63 Littelfuse LFUS .8 67 254.66 +3.00 .48 16.19 7.64 Metacrine MTCR ... ... 7.86 –0.53 ...
14.24 7.03 GBS GBS ... ... 7.40 –3.15 ... 18.98 7.42 HorizonBancorp HBNC 3.0 11 15.86 +0.31 .12 5.50 2.30 Kadmon KDMN ... dd 4.15 –0.26 ... 80.75 33.40 LivaNova LIVN ... dd 66.21 –1.21 ... 47.74 9.00 Methanex MEOH .3 dd 46.08 –0.48 .0375
15.36 9.00 GCM Grosvenor GCMG ... 71 13.32 –0.28 ... 13.78 4.51 HorizonTechFin HRZN 9.1 19 13.24 +0.28 .10 112.00 50.49 KaiserAlum KALU 2.7 cc 98.90 +3.25 .67 51.00 7.57 LiveOakBcshs LOB .3 54 47.46 –0.68 .03 19.07 8.31 MetroCityBkshs MCBS 2.5 10 14.42 +0.08 .09
3.13 0.21 GCMGrosvenorWt GCMGW ... ... 1.80 –0.23 ... 86.67 23.81 HorizonTherap HZNP ... 20 73.15 +4.23 ... 14.68 3.68 KalaPharm KALA ... dd 6.78 –0.88 ... 68.55 14.08 LivePerson LPSN ... dd 62.23 –2.83 ... 13.35 1.00 Michaels MIK ... 9 13.01 +1.56 ...
100.50 43.27 GDS Holdings GDS ... dd 93.64 +2.34 ... 18.66 7.86 HostHotels HST .0 dd 14.63 +0.43 .20 11.89 2.82 KaleidoBiosci KLDO ... dd 9.10 –0.23 ... 10.98 5.60 LixiangEduc LXEH ... 16 8.43 –0.03 ... 145.34 53.15 MicrochipTech MCHP 1.1 59 138.11 +1.34 .3685
26.96 8.80 G1Therapeutics GTHX ... dd 17.99 –1.61 ... 6.85 1.03 HoughtonMifflin HMHC ... dd 3.33 ... ... 20.21 5.61 KalVistaPharm KALV ... dd 18.99 +1.47 ... 15.25 1.95 Lizhi LIZI ... dd 3.88 –0.18 ... 75.68 31.13 MicronTech MU ... 32 75.18 +4.60 ...
239.90 21.49 GRAVITY GRVY ... 31 180.74 –19.86 ... 4.50 1.67 HoustonWire HWCC ... dd 2.79 +0.13 ... 13.33 4.40 Kamada KMDA ... 13 6.48 –0.12 ... 11.60 3.05 LogicBioTherap LOGC ... dd 7.63 –0.22 ... 232.86 132.52 Microsoft MSFT 1.0 36 222.42 –0.33 .56
8.74 4.75 GSI Tech GSIT ... dd 7.40 +0.08 ... 53.66 25.01 Huazhu HTHT ... dd 45.03 +0.63 ... 17.45 2.17 KandiTech KNDI ... dd 6.90 –0.30 ... 98.31 31.37 LogitechIntl LOGI .9 25 97.19 +4.23 .8729 399.98 90.00 MicroStrategy MSTR ... cc 388.55 +65.94 ...
144.00 67.98 GWPharm GWPH ... dd 115.41 –2.46 ... 60.42 36.51 HubGroup HUBG ... 24 57.00 +0.38 ... 123.73 52.62 KarunaTherap KRTX ... dd 101.59 –3.06 ... 13.96 5.70 LoopIndustries LOOP ... dd 8.30 +0.02 ... 9.74 0.15 MicroVision MVIS ... dd 5.38 –1.17 ...
12.79 4.70 Gaia GAIA ... dd 9.88 +0.53 ... 13.10 6.06 HudsonGlobal HSON ... dd 10.50 –0.24 ... 29.61 13.39 KaryopharmTherap KPTI ... dd 15.48 –0.47 ... 36.42 13.68 LoralSpace LORL .0 66 20.99 –0.33 1.50 29.01 15.50 MidPennBancorp MPB 3.3 9 21.90 –2.95 .05
274.03 93.01 Galapagos GLPG ... dd 98.98 –0.31 ... 14.80 4.83 HuizeHolding HUIZ ... dd 7.00 –0.14 ... 13.87 6.91 KearnyFinancial KRNY 3.0 19 10.56 –0.01 .08 31.80 9.50 LordstownMotors RIDE ... dd 20.06 –1.68 ... 149.39 41.73 Middleby MIDD ... 27 128.92 –0.49 ...
17.99 11.57 Galecto GLTO ... ... 12.51 –1.26 ... 144.35 75.29 JBHunt JBHT .8 29 136.65 –0.77 .27 23.00 10.13 KellyServices A KELYA .0 dd 20.57 –0.26 .075 14.30 0.30 LordstownMotorsWt RIDEW ... ... 8.63 –1.55 ... 76.08 48.79 MiddlesexWater MSEX 1.5 33 72.47 +1.27 .2725
19.50 5.58 GaleraTherap GRTX ... dd 10.23 –0.62 ... 15.16 6.82 HuntingtonBcshs HBAN 4.8 18 12.63 +0.28 .15 90.36 10.35 KellyServices B KELYB .0 dd 20.45 +0.25 .075 46.26 4.00 Lovesac LOVE ... dd 43.09 –1.24 ... 29.08 12.48 MidlandStBncp MSBI 6.0 16 17.87 +0.41 .2675
n-

11.20 2.60 GamidaCell GMDA ... dd 8.39 –0.81 ... 38.63 20.39 Hurco HURC 1.7 dd 30.00 –0.40 .13 8.15 4.40 KY FirstFedBncp KFFB 6.3 dd 6.32 –0.23 .10 399.90 128.85 lululemon LULU ... 82 348.03 –3.39 ... 36.45 15.25 MidWestOneFin MOFG 3.6 cc 24.50 +0.24 .22
50.99 13.04 Gaming&Leisure GLPI 5.7 20 42.40 –0.60 .60 70.91 35.15 HuronConsulting HURN ... dd 58.95 +1.58 ... 88.80 19.10 KerosTherap KROS ... dd 70.54 –7.99 ... 101.25 59.06 Lumentum LITE ... 48 94.80 –3.50 ... 23.25 1.69 MilestonePharm MIST ... dd 6.70 –0.21 ...
123.55 61.04 Garmin GRMN 2.0 22 119.66 –0.55 .61 34.90 14.74 HutchisonChina HCM ... dd 32.02 +2.53 ... 32.24 18.98 KeurigDrPepper KDP 1.9 35 32.00 +0.12 .15 47.80 9.45 LuminarTech LAZR ... dd 34.00 +0.94 ... 42.26 14.39 MillerHerman MLHR 2.2 dd 33.80 –0.78 .1875
13.84 9.38 GencorIndustries GENC ... 33 12.30 +0.51 ... 60.49 41.59 Hydrofarm HYFM ... ... 52.58 –4.06 ... 13.88 6.96 KewauneeSci KEQU ... dd 12.50 +1.90 ... 20.91 0.65 LuminarTechWt LAZRW ... ... 17.17 +1.51 ... 49.42 20.15 MillicomIntl TIGO ... dd 38.78 +0.17 ...
11.24 4.62 GeneralFin GFN ... cc 8.51 –0.18 ... 10.48 2.51 KeyTronic KTCC ... 15 6.90 –0.83 ... 41.69 20.61 Luminex LMNX 1.7 59 23.12 –1.07 .10 59.48 25.14 Mimecast MIME ... cc 56.84 –1.80 ...
55.72 17.00 GenerationBio GBIO ... dd 28.35 –5.88 ... 36.72
17.71 9.03 Genetron GTH ... dd 14.00 +0.96 ... I 9.79
44.37
2.18
20.60
KezarLifeSci
Kforce
KZR
KFRC
...
1.9
dd
18
5.22
42.09
–0.35
–0.45
...
.20 11.85
6.74
6.76
LumosPharma
LutherBurbank
LUMO
LBC
...
2.3
dd
12
35.71
9.80
+6.93
–0.06
...
.0575
2.64
15.22
1.45
1.81
Mind CTI
MinervaNeurosci
MNDO
NERV
9.3
...
10
dd
2.59
2.34
...
–0.12
.24
...
22.48 3.63 Genfit GNFT ... dd 4.80 –0.18 ... 18.00 9.78 KimballElec KE ... 14 15.99 +0.35 ... 54.50 14.56 Lyft LYFT ... dd 49.13 +0.27 ... 249.42 66.01 MiratiTherap MRTX ... dd 219.64 –15.19 ...
no

41.50 16.24 Genmab GMAB ... 32 40.66 +1.55 ... 191.73 100.22 IAC/InterActive IAC ... ... 189.35 +9.87 ... 21.76 8.19 KimballIntl B KBAL 3.0 13 11.95 –0.45 .09 22.00 8.76 LyraTherap LYRA ... dd 11.40 –0.04 ... 27.43 9.14 MirumPharm MIRM ... dd 17.46 –0.79 ...
20.88 3.36 GenMarkDiagn GNMK ... dd 14.60 –0.50 ... 22.79 9.27 IBEX IBEX ... ... 18.70 –1.38 ... 49.92 17.01 KingsoftCloud KC ... dd 43.55 –1.70 ... 20.40 6.71 Misonix MSON ... dd 12.50 –0.49 ...
34.30
69.63
19.48
27.24
Gentex
Gentherm
GNTX
THRM
1.4
...
28
60
33.93
65.22
+0.08
–0.79
.12
...
95.24
236.51
47.75
158.01
ICF Intl
ICU Medical
ICFI
ICUI
.8
...
23
57
74.33
214.49
–0.30 .14
+2.77 ...
28.67
48.75
10.30
34.14
KiniksaPharm
KinnateBio
KNSA
KNTE
...
...
dd
...
17.67
39.78
–1.33
+1.78
...
... M 15.43
178.50
11.75
17.68
MissionProduce
Moderna
AVO
MRNA
...
...
31
dd
15.05
104.47
+0.40
–18.92
...
...
16.96 4.61 GeospaceTech GEOS ... dd 8.56 –1.59 ... 19.97 2.95 IDEAYA Bio IDYA ... dd 14.00 +1.10 ... 252.70 80.93 KinsaleCapital KNSL .2 67 200.13 –7.15 .09 40.87 12.52 Momo MOMO .0 9 13.96 +0.74 .76
36.17 23.54 GermanAmerBncp GABC 2.3 15 33.09 +0.66 .19 503.83 168.65 IdexxLab IDXX ... 87 499.87 +2.73 ... 21.93 0.56 Kirkland's KIRK ... dd 17.88 –2.38 ... 55.65 15.03 Macom Tech MTSI ... dd 55.04 +0.47 ... 61.87 12.83 MonarchCasino MCRI ... 80 61.22 +1.72 ...
2.40 0.75 Geron GERN ... dd 1.59 –0.03 ... 13.95 5.00 IEC Elec IEC ... 22 13.55 +2.04 ... 159.18 35.49 KodiakSciences KOD ... dd 146.91 –7.12 ... 2.88 1.01 MDC Partners MDCA ... dd 2.51 –0.15 ... 59.96 41.19 Mondelez MDLZ 2.2 27 58.47 +0.62 .315
74.00 30.60 GibraltarInds ROCK ... 27 71.94 +0.22 ... 49.85 13.73 IES Holdings IESC ... 23 46.04 –2.39 ... 92.61 22.17 KornitDigital KRNT ... dd 89.13 +0.68 ... 83.26 47.19 MGE Energy MGEE 2.1 27 70.03 +0.59 .37 8.93 1.15 MoneyGram MGI ... dd 5.47 –0.51 ...
34.42 2.96 GIIIApparel GIII ... 35 23.74 +0.84 ... 133.00 27.55 IGM Biosci IGMS ... dd 88.29 –1.22 ... 36.37 19.99 KraftHeinz KHC 4.6 dd 34.66 –0.32 .40 53.33 21.64 MGP Ingredients MGPI 1.0 19 47.06 –0.32 .12 399.00 93.81 MongoDB MDB ... dd 359.04 –19.44 ...
10.76 4.70 GilatSatellite GILT 15.2 dd 6.52 +0.48 .63 79.77 19.00 II-VI IIVI ... dd 75.96 –1.87 ... 28.53 5.00 KratosDefense KTOS ... cc 27.43 +1.03 ... 3.33 0.70 MINDTechnology MIND ... dd 2.24 +0.06 ... 367.05 130.12 MonolithicPower MPWR .5 cc 366.23 +9.16 .50
85.97 56.56 GileadSciences GILD 4.7 60 58.26 +1.19 .68 47.46 9.30 I-Mab IMAB ... ... 47.15 +5.60 ... 39.60 25.50 KronosBio KRON ... ... 29.87 –5.70 ... 158.08 66.87 MKS Instrum MKSI .5 30 150.45 +0.57 .20 79.57 37.09 Monro MNRO 1.7 59 53.30 +0.17 .22
47.05 26.66 GlacierBancorp GBCI 2.6 18 46.01 +0.13 .15 227.09 98.04 IPG Photonics IPGP ... cc 223.79 +2.82 ... 66.85 33.08 KrystalBiotech KRYS ... dd 60.00 –0.55 ... 13.40 3.76 MTBC MTBC ... dd 9.07 –0.30 ... 92.54 50.06 MonsterBev MNST ... 42 92.48 +2.67 ...
10.55 4.04 GladstoneCap GLAD 8.8 dd 8.86 +0.18 .065 16.80 5.06 IRSA Prop IRCP ... ... 9.17 +0.39 ... 34.24 16.91 Kulicke&Soffa KLIC 1.8 39 31.81 –1.08 .14 58.84 13.15 MTS Systems MTSC .0 dd 58.16 –0.09 .30 232.06 102.59 Morningstar MORN .5 57 231.57 +9.27 .315
22.65 7.59 GladstoneComm GOOD 8.3 dd 18.00 +0.21 .1252 37.85 13.01 i3Verticals IIIV ... dd 33.20 +0.35 ... 43.00 6.35 KuraOncology KURA ... dd 32.66 –3.32 ... 61.32 16.33 MYR Group MYRG ... 19 60.10 –0.26 ... 36.65 9.90 Morphic MORF ... dd 33.55 +0.53 ...
13.99 6.43 GladstoneInvt GAIN 8.3 dd 10.09 –0.01 .07 8.79 2.64 IVERICbio ISEE ... dd 6.91 –0.04 ... 28.79 5.07 KuraSushiUSA KRUS ... dd 19.50 +0.56 ... 11.24 6.01 Macatawa MCBC 3.8 10 8.37 +0.07 .08 37.96 18.21 MorphoSys MOR ... cc 28.34 +0.95 ...
16.76 9.61 GladstoneLand LAND 3.7 dd 14.64 +0.33 .0449 69.10 34.00 IcahnEnterprises IEP 15.8 dd 50.67 –0.32 2.00 91.92 25.43 KymeraTherap KYMR ... ... 62.00 –24.10 ... 32.18 4.04 Macrogenics MGNX ... dd 22.86 –1.44 ... 24.97 10.43 MotorcarParts MPAA ... 82 19.62 –0.23 ...
87.54 36.49 GlbBloodTherap GBT ... dd 43.31 –2.36 ... 39.83 13.68 Ichor ICHR ... 24 30.15 –0.32 ... 137.28 56.82 MadrigalPharm MDGL ... dd 111.17 –8.95 ... 4.85 1.78 MustangBio MBIO ... dd 3.79 –0.40 ...
5.92
34.65
16.20
17.01
8.51
GlobalIndemnity
GlobalWaterRscs
GBLI
GWRS
.7
2.0
14
cc
28.59
14.41
+0.72
–0.15
.25
.0243
10.22
215.29
3.01
104.28
iClickInteract
Icon
ICLK
ICLR
...
...
dd
32
8.54
194.98
+0.06 ...
+2.47 ... L 87.52
2.46
30.60
MagalSec
MagellanHealth
MAGS
MGLN
27.8
...
34
16
3.88
82.84
–1.21
+1.19
1.079
...
30.13 9.24 MyriadGenetics MYGN ... dd 19.77 +1.38 ...
10.85
5.50
3.98
1.82
GluMobile
GlycoMimetics
GLUU
GLYC
...
...
cc
dd
9.01
3.76
–0.65
–0.36
...
...
1.92
19.69
0.51
4.31
IconixBrand
iHeartMedia
ICON
IHRT
...
...
dd
dd
1.26
12.98
+0.15 ...
+0.83 ... 132.98 33.00 LGI Homes LGIH ... 11 105.85 –6.89 ...
15.90
16.87
5.76
6.31
MagentaTherap
MagicSoftware
MGTA
MGIC
...
2.2
dd
32
7.84
15.65
+0.14
+0.37
...
.175 N
12.88 1.33 Gogo GOGO ... dd 9.63 –0.50 ... 404.20 196.78 Illumina ILMN ... 86 370.00 +2.71 ... 236.81 100.00 LHC Group LHCG ... 65 213.32 –6.74 ... 33.00 4.09 Magnite MGNI ... dd 30.71 –1.79 ...
26.25 10.01 GoHealth GOCO ... ... 13.66 –0.44 ... 62.71 13.40 Imara IMRA ... dd 22.05 +0.03 ... 38.38 13.31 LKQ LKQ ... 18 35.24 –1.02 ... 14.30 7.50 MagyarBancorp MGYR ... 26 9.64 +0.02 ... 33.09 13.33 Napco Security NSSC ... 64 26.22 –0.43 ...
8.98 1.30 GolarLNGPartners GMLP 3.1 6 2.58 +0.08 .0202 13.67 4.23 Immersion IMMR ... dd 11.29 +2.36 ... 105.77 32.01 LPL Financial LPLA 1.0 17 104.22 +0.38 .25 30.13 10.00 MakeMyTrip MMYT ... dd 29.53 +2.34 ... 41.27 26.10 NBT Bancorp NBTB 3.4 14 32.10 +0.23 .27
15.24 4.54 GolarLNG GLNG ... dd 9.64 +0.33 ... 23.39 4.19 Immunic IMUX ... dd 15.29 –1.68 ... 9.01 2.50 LSI Inds LYTS 2.3 32 8.56 +0.04 .05 68.94 18.02 MalibuBoats MBUU ... 19 62.44 –4.60 ... 32.05 9.24 NGM Biopharm NGM ... dd 30.30 –0.92 ...
M18 BARRON’S January 4, 2021

Nasdaq Issues
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.
288.73 110.59 NICE NICE ... 91 283.54 +3.74 ... 47.91 22.11 OrthofixIntl OFIX ... 35 42.98 +0.39 ... 56.89 33.00 PureTechHealth PRTC ... 3 54.00 +1.00 ... 99.50 25.50 Schrodinger SDGR ... dd 79.18 –4.77 ... 47.12 16.96 TCF Financial TCF 3.8 24 37.02 +0.81 .35
26.80 15.49 NIC EGOV 1.4 29 25.83 –0.40 .09 55.98 32.21 OrthoPediatrics KIDS ... dd 41.25 –5.06 ... 9.02 4.81 Puyi PUYI ... dd 6.17 +0.19 ... 43.87 3.76 ScientificGames SGMS ... dd 41.49 –1.00 ... 14.37 4.30 TCG BDC CGBD 12.5 dd 10.26 –0.79 .04
35.66 8.06 NMI Holdings NMIH ... 10 22.65 –0.10 ... 9.67 2.81 OsmoticaPharm OSMT ... dd 4.12 –1.00 ... 65.74 28.21 QAD A QADA .5 dd 63.18 +1.18 .072 18.50 5.82 SciPlay SCPL ... 16 13.85 –0.48 ... 35.86 5.84 TCR2 Therap TCRR ... dd 30.93 +0.25 ...
10.15 1.35 NN NNBR ... dd 6.57 +0.37 ... 6.65 1.53 Otonomy OTIC ... dd 6.47 +0.17 ... 47.99 20.53 QAD B QADB .5 dd 47.99 +0.25 .06 47.86 5.34 ScopusBio SCPS ... ... 14.84 –5.42 ... 23.55 5.25 TelaBio TELA ... dd 15.04 –0.94 ...
167.27 58.41 NXP Semi NXPI .9 dd 159.01 +1.68 .375 56.90 30.95 OtterTail OTTR 3.5 18 42.61 +0.42 .37 15.35 2.50 Q&K Intl QK ... ... 2.69 –0.30 ... 11.99 5.00 scPharm SCPH ... dd 5.29 –0.25 ... 19.00 3.44 TFF Pharm TFFP ... dd 14.32 –1.15 ...
16.50 2.31 NabrivaTherap NBRV ... dd 2.42 –0.23 ... 66.96 42.50 OutsetMedical OM ... dd 56.84 +3.58 ... 44.07 22.39 QCR Holdings QCRH .6 11 39.59 –0.11 .06 16.93 5.36 ScrippsEW SSP 1.3 38 15.29 +0.87 .05 22.47 12.65 TFS Fin TFSL 6.4 60 17.63 –0.02 .28
69.18 20.26 NanoXImaging NNOX ... ... 45.66 –6.80 ... 128.50 2.47 Overstock OSTK ... cc 47.97 –8.79 ... 21.19 8.62 QIWI QIWI 9.2 6 10.30 –0.15 .34 4.98 0.69 SeaChange SEAC ... dd 1.40 +0.52 ... 135.00 63.50 T-MobileUS TMUS ... 44 134.85 +1.93 ...
21.55 15.89 Nanobiotix NBTX ... dd 16.50 –0.74 ... 9.40 1.80 OvidTherap OVID ... dd 2.31 –0.30 ... 170.90 67.54 Qorvo QRVO ... 44 166.27 –0.84 ... 30.87 13.30 SeacoastBkgFL SBCF ... 21 29.45 +0.09 ... 58.87 9.19 TPIComposites TPIC ... dd 52.78 –2.36 ...
75.35 13.85 NanoStringTech NSTG ... dd 66.88 –5.84 ... 18.17 8.37 OxfordImmunotec OXFD ... dd 17.47 +0.11 ... 161.07 58.00 Qualcomm QCOM 1.7 34 152.34 +3.55 .65 66.69 39.02 Seagate STX 4.3 16 62.16 –0.79 .67 154.33 82.51 TRowePrice TROW 2.4 17 151.39 +3.11 .90
6.60 0.92 NantHealth NH ... dd 3.23 –0.16 ... 9.60 1.86 OxfordLane OXLC 15.0 dd 5.41 +0.21 .0675 126.30 63.37 Qualys QLYS ... 56 121.87 +1.51 ... 213.94 90.57 Seagen SGEN ... 69 175.14 –15.47 ... 79.97 26.28 TTEC TTEC 1.0 33 72.93 –4.03 2.14
19.37 2.52 NantKwest NK ... dd 13.33 –2.68 ... 6.26 2.04 OxfordSquare OXSQ 13.8 dd 3.05 –0.01 .035 52.75 10.90 Quanterix QTRX ... dd 46.50 +0.56 ... 18.98 4.02 SeaSpine SPNE ... dd 17.45 +0.33 ... 16.25 8.06 TTM Tech TTMI ... dd 13.80 +0.08 ...
139.50 71.66 Nasdaq NDAQ 1.5 24 132.74 +4.12 .49 41.37 17.24 OysterPtPharma OYST ... dd 18.82 –0.03 ... 8.52 1.26 Quantum QMCO ... dd 6.12 +0.21 ... 7.30 2.11 SecooHolding SECO ... 45 2.30 –0.15 ... 2.31 0.24 T2Biosystems TTOO ... dd 1.24 +0.08 ...
112.93 16.87 Natera NTRA ... dd 99.52 –12.22 ... 51.04 38.09 OzonHoldings OZON ... ... 41.41 –0.55 ... 22.99 6.52 Quhuo QH ... dd 7.54 +0.15 ... 18.23 5.29 SecureWorks SCWX ... dd 14.22 –0.16 ... 69.72 30.12 TabulaRasaHlth TRHC ... dd 42.84 +2.31 ...
76.30 39.01 Nathan's NATH 2.5 19 55.22 +0.84 .35 306.72 71.90 Quidel QDEL ... 21 179.65 –17.84 ... 9.00 3.67 SecurityNatFin SNFCA ... 3 8.35 +0.10 ... 70.19 29.47 TactileSystems TCMD ... dd 44.94 +3.30 ...
22.70
100.22
9.85
35.71
1.62
NationalBeverage
NatlCineMedia
FIZZ
NCMI
.0
7.5
25
dd
84.90
3.72
–2.97
–0.05
3.00
.07 PQ 10.38
5.76
2.40
QuinStreet
Quotient
QNST
QTNT
...
...
36
dd
21.44
5.21
–0.90
–0.50
...
...
86.13
12.38
44.00
5.98
Seer
SelectBancorp
SEER
SLCT
...
...
...
24
56.14
9.47
–5.90
–0.23
...
...
12.65
209.26
2.48
100.00
TaiwanLiposome
TakeTwoSoftware
TLC
TTWO
...
...
dd
50
4.43
207.79
–0.17
+5.29
...
...
34.48 11.82 NatlGeneral NGHC .6 9 34.18 +0.09 .05 28.46 2.28 QurateRetailB QRTEB .0 7 10.86 –0.06 1.50 4.83 1.42 SelectaBiosci SELB ... dd 3.03 –0.24 ... 46.80 18.30 Talend TLND ... dd 38.34 +0.84 ...

.
47.89 20.42 NatlInstruments NATI 2.4 29 43.94 +0.84 .26 58.62 22.00 PAM Transport PTSI ... dd 49.00 +4.79 ... 11.80 1.73 QurateRetailA QRTEA .0 7 10.97 +0.04 1.50 70.89 37.05 SelectiveIns SIGI 1.5 20 66.98 +0.13 .25 123.74 43.69 TandemDiabetes TNDM ... dd 95.68 +1.78 ...
71.35 34.00 NatlResearch NRC .0 29 42.75 –1.65 .21 8.26 3.75 P&FIndustries PFIN .0 dd 6.05 +1.05 .05 6.55 1.53 Qutoutiao QTT ... dd 1.59 –0.05 ... 73.91 26.03 Semtech SMTC ... cc 72.09 +0.37 ... 5.36 1.50 TarenaIntl TEDU ... dd 3.04 –0.18 ...

ly
16.95 10.14 NatlSecurity NSEC 2.2 dd 10.75 –0.27 .06 17.44 7.31 PCB Bancorp PCB 4.0 11 10.11 –0.01 .10 48.05 25.04 SenecaFoods A SENEA ... 4 39.90 +0.87 ... 63.69 15.32 TarsusPharm TARS ... ... 41.33 –2.68 ...
50.00
292.21
11.70
120.55
NationalVision
NatlWesternLife
EYE
NWLI
...
.2
cc
8
45.29
206.44
–2.02
–2.02
...
.36
56.33
9.65
30.10
3.95
PCConnection
PCTEL
CNXN
PCTI
...
3.3
20
36
47.29
6.57
+3.02
–0.11
...
.055 R 48.50
38.50
27.53
2.52
SenecaFoods B
SeresTherap
SENEB
MCRB
...
... dd
4 39.50
24.50
...
+0.22
...
...
7.41
29.96
3.00
18.16
TatTechnologies
TayshaGene
TATT
TSHA
...
...
dd
...
4.53
26.54
+0.14
–0.66
...
...
11.00 4.75 NaturalAlt NAII ... cc 10.59 –0.25 ... 27.84 4.51 PDC Energy PDCE ... dd 20.53 +0.54 ... 24.32 3.59 ServiceProperties SVC .3 dd 11.49 +0.03 .01 63.11 16.82 TechTarget TTGT ... 94 59.11 –1.39 ...
34.67 16.38 NatusMedical NTUS ... dd 20.04 +0.07 ... 26.42 8.61 PDF Solutions PDFS ... dd 21.60 –0.43 ... 51.21 10.52 RaptTherap RAPT ... dd 19.75 –1.66 ... 2.10 0.53 ServiceSource SREV ... dd 1.76 +0.15 ... 12.61 6.15 Ericsson ERIC .8 26 11.95 +0.19 .0546
15.50 4.07 Navient NAVI 6.5 5 9.82 +0.05 .16 14.76 7.31 PDLCommBncp PDLB ... dd 10.51 +0.16 ... 21.34 10.61 RBB Bancorp RBB 2.3 10 15.38 ... .09 41.90 21.76 ServisFirstBcshs SFBS 2.0 14 40.29 +0.01 .20 6.50 3.45 TeleNav TNAV ... 37 4.70 –0.01 ...
103.95 66.82 nCino NCNO ... dd 72.41 –6.27 ... 11.18 6.41 PICO PICO ... 41 9.35 +0.34 ... 185.13 77.63 RBC Bearings ROLL ... 42 179.04 –2.36 ... 1.82 0.37 SesenBio SESN ... dd 1.35 +0.09 ... 6.46 0.46 Teligent TLGT ... dd .75 –0.04 ...
41.33

on
28.60 13.63 NektarTherap NKTR ... dd 17.00 –1.45 ... 62.41 31.05 PMV Pharm PMVP ... ... 61.51 +5.92 ... 6.52 RCI Hospitality RICK .4 dd 39.44 –0.26 .04 23.93 10.00 17Educ&Tech YQ ... dd 12.81 –0.98 ... 33.03 18.08 Telos TLS ... dd 32.98 +2.81 ...
38.39 18.67 NeoGames NGMS ... ... 37.99 +2.54 ... 37.51 10.61 PPD PPD ... cc 34.22 –0.63 ... 3.17 1.02 RCM Tech RCMT ... dd 2.07 +0.40 ... 60.52 17.51 ShattuckLabs STTK ... ... 52.41 –5.20 ... 166.31 48.78 10xGenomics TXG ... dd 141.60 –9.73 ...
82.69 48.91 Neogen NEOG ... 70 79.30 –1.65 ... 47.35 19.40 PRA Group PRAA ... 12 39.66 +0.87 ... 54.97 20.03 REGENXBIO RGNX ... dd 45.36 –3.36 ... 59.93 38.35 ShenandoahTel SHEN .8 24 43.25 –0.37 .34 56.99 16.28 Tenable TENB ... dd 52.26 –2.42 ...
18.13 5.81 NeoleukinTherap NLTX ... dd 14.10 –0.46 ... 126.66 58.67 PRA HealthSci PRAH ... 37 125.44 +4.30 ... 7.07 3.31 RF Industries RFIL .0 dd 4.91 –0.04 .02 105.09 22.01 ShockwaveMed SWAV ... dd 103.72 +3.72 ... 122.37 42.87 Teradyne TER .3 30 119.89 +1.01 .10
1.98 0.45 NeosTherap NEOS ... dd .62 –0.06 ... 7.89 1.77 PRGX Global PRGX ... dd 7.63 –0.07 ... 31.98 22.58 RGC Resources RGCO 3.1 18 23.78 –0.12 .185 41.94 12.56 ShoeCarnival SCVL .9 48 39.18 +0.38 .09 31.28 19.23 TerritBanc TBNK 3.8 12 24.03 +0.03 .10
5.10 2.70 Net1UEPS UEPS ... dd 4.92 +0.18 ... 121.75 43.90 PTC PTC ... cc 119.61 –0.24 ... 10.20 3.00 RISE Education REDU ... dd 6.09 –0.06 ... 17.56 7.63 ShoreBancshares SHBI 3.3 12 14.60 +0.01 .12 718.72 70.10 Tesla TSLA ... cc 705.67 +43.90 ...
67.63 34.66 NetApp NTAP 2.9 22 66.24 +0.44 .48 68.81 30.79 PTC Therap PTCT ... dd 61.03 –4.02 ... 24.33 7.12 R1RCM RCM ... cc 24.02 +0.43 ... 29.50 9.01 Shyft SHYF .4 ... 28.38 –0.26 .025 12.26 4.12 TesscoTech TESS .0 dd 6.24 –0.03 .02
103.53 53.17 NetEase NTES 1.0 33 95.77 +3.11 .195 95.82 49.11 Paccar PCAR 1.5 21 86.28 +0.17 .32 22.75 15.25 RackspaceTech RXT ... dd 19.06 –0.81 ... 9.71 1.00 Sientra SIEN ... dd 3.89 –0.01 ... 127.19 63.61 TetraTech TTEK .6 37 115.78 +0.36 .17
575.37 290.25 Netflix NFLX ... 87 540.73 +26.76 ... 29.73 2.20 PacBiosciCA PACB ... dd 25.94 –1.19 ... 14.77 6.57 RadiusGlbInfr RADI ... ... 12.85 –0.20 ... 29.37 13.05 SierraBancorp BSRR 3.3 10 23.92 +0.32 .20 60.44 19.10 TexasCapBcshs TCBI ... 43 59.50 +0.50 ...

us ,
42.59 15.01 Netgear NTGR ... 46 40.63 +3.59 ... 8.19 2.95 PacificMercBncp PMBC ... 24 5.14 –0.03 ... 21.27 10.15 RadiusHealth RDUS ... dd 17.86 –0.46 ... 19.68 8.55 SierraOncology SRRA ... dd 16.03 –0.01 ... 167.24 93.09 TexasInstruments TXN 2.5 31 164.13 +2.49 1.02
29.62 19.11 NetScout NTCT ... 92 27.42 –0.30 ... 32.91 13.93 PacificPremBncp PPBI 3.6 76 31.33 +0.41 .28 23.45 5.81 RadNet RDNT ... dd 19.57 +0.83 ... 16.24 4.31 SierraWireless SWIR ... dd 14.61 –0.16 ... 84.27 25.15 TexasRoadhouse TXRH .0 cc 78.16 –1.80 .36

l
136.26 72.14 Neurocrine NBIX ... cc 95.85 –1.82 ... 68.08 27.46 PaciraBioSci PCRX ... 21 59.84 +0.62 ... 27.89 16.02 Radware RDWR ... 94 27.75 +0.59 ... 54.32 22.00 SigilonTherap SGTX ... ... 48.03 +6.83 ... 14.47 3.36 TheBancorp TBBK ... 14 13.65 +0.20 ...
11.71 1.25 Neuronetics STIM ... dd 11.11 +0.46 ... 19.61 10.40 PactivEvergreen PTVE ... ... 18.14 –0.12 ... 3.98 1.75 RamacoRscs METC ... 67 2.88 +0.12 ... 148.64 68.98 SignatureBank SBNY 1.7 14 135.29 +1.09 .56 2.93 0.85 TherapeuticsMD TXMD ... dd 1.21 +0.02 ...

e
60.42 18.54 9.01 Rambus RMBS ... dd 17.46 –0.04 ...

al a
7.01 NewFortressEner NFE .7 dd 53.59 –3.41 .10 38.53 13.84 PacWestBancorp PACW 3.9 dd 25.40 +0.29 .25 40.44 24.65 SilganHoldings SLGN 1.3 15 37.08 +0.23 .12 31.54 14.48 TheravanceBio TBPH ... dd 17.77 –0.99 ...
14.45 4.62 NewMtnFin NMFC 10.6 dd 11.36 +0.05 .30 121.87 39.21 Palomar PLMR ... cc 88.84 –2.32 ... 23.51 7.92 RandolphBancorp RNDB ... 7 22.06 +1.96 ... 42.55 20.93 Silicom SILC ... 42 41.85 +0.56 ... 8.51 2.29 36Kr KRKR ... dd 2.79 –0.09 ...
6.41 0.98 NY Mortgage NYMT 10.8 dd 3.69 +0.04 .10 40.11 10.61 PanAmerSilver PAAS .8 cc 34.51 +1.53 .07 94.60 31.34 Rapid7 RPD ... dd 90.16 +0.88 ... 128.88 65.09 SiliconLab SLAB ... cc 127.34 +1.05 ... 18.06 6.37 360DigiTech QFIN ... 5 11.79 +0.95 ...
22.09 10.44 NewellBrands NWL 4.3 dd 21.23 +0.01 .23 27.75 10.28 PandionTherap PAND ... dd 14.85 –0.57 ... 18.00 2.90 RattlerMidstrm RTLR 8.4 12 9.48 –0.40 .20 53.04 26.72 SiliconMotion SIMO 2.9 16 48.15 +3.23 .35 22.95 2.43 Tilray TLRY ... dd 8.26 –0.33 ...
13.62 2.49 Newmark NMRK .5 35 7.29 –0.01 .01 102.25 28.55 PapaJohn's PZZA 1.1 cc 84.85 –2.69 .225 36.14 16.01 RavenIndustries RAVN .0 55 33.09 ... .13 75.80 20.84 SilkRoadMed SILK ... dd 62.98 –1.73 ... 31.00 13.60 TimberlandBncp TSBK 3.3 8 24.26 –0.29 .20

ci on
18.70 7.90 NewsCorp A NWSA 1.1 dd 17.97 +0.15 .10 7.27 2.50 ParatekPharma PRTK ... dd 6.26 –0.36 ... 2.24 0.32 RealNetworks RNWK ... dd 1.56 +0.09 ... 49.86 24.22 SilverbackTherap SBTX ... ... 46.34 +10.57 ... 20.30 6.96 TitanMachinery TITN ... 23 19.55 +0.60 ...
18.73 7.88 NewsCorp B NWS 1.1 dd 17.77 +0.09 .10 36.11 10.78 Park-Ohio PKOH 1.6 dd 30.90 +0.75 .125 89.20 36.91 RealPage RP ... cc 87.24 –0.29 ... 14.76 6.21 SilvercrestAsset SAMG 4.6 12 13.89 –0.19 .16 26.07 1.92 TivityHealth TVTY ... dd 19.59 –0.01 ...
23.09 7.59 NewtekBusSvcs NEWT 10.4 ... 19.69 +1.54 .47 6.46 2.90 PartnerComms PTNR ... cc 5.35 +0.18 ... 22.03 5.00 RealReal REAL ... dd 19.54 –0.74 ... 26.88 13.75 SimmonsFirstNat SFNC 3.1 9 21.59 +0.48 .17 12.17 0.62 TizianaLifeSci TLSA ... dd 2.02 –0.48 ...
133.25 43.37 NexstarMedia NXST 2.1 9 109.19 +4.16 .56 38.23 8.09 PassageBio PASG ... dd 25.57 –0.86 ... 257.96 88.17 ReataPharm RETA ... dd 123.62 –8.93 ... 34.31 10.58 SinclairBroadcast SBGI 2.5 dd 31.85 +0.60 .20 2.46 0.39 TonixPharm TNXP ... dd .68 +0.01 ...
61.00 7.91 NextCure NXTC ... dd 10.90 +0.16 ... 72.84 16.70 PatrickIndustries PATK 1.6 20 68.35 –2.02 .28 58.90 29.90 RedRiverBcshs RRBI .5 13 49.55 +0.71 .06 5.74 1.41 SioGeneTherap SIOX ... dd 2.78 –0.03 ... 48.86 6.34 Torm TRMD 27.0 2 7.05 –0.10 .85
19.40 5.10 NextGenHlthcr NXGN ... cc 18.24 –0.02 ... 14.00 3.83 PatriotNatBncp PNBK ... dd 9.94 +0.28 ... 37.29 4.04 RedRobin RRGB ... dd 19.23 –0.87 ... 12.77 5.06 SiriusIntlIns SG ... dd 12.50 +0.16 ... 27.28 12.13 TowerSemi TSEM ... 35 25.82 +0.44 ...
9.10 4.76 NicholasFin NICK ... 12 8.38 +0.15 ... 21.26 8.06 PatriotTransport PATI .0 cc 8.78 –2.51 3.00 27.91 2.76 RedRockResorts RRR .0 dd 25.04 –0.49 .10 7.40 4.11 SiriusXM SIRI .9 27 6.37 +0.07 .0146 28.21 15.03 TowneBank TOWN 3.1 13 23.48 +0.02 .18
93.99 10.30 Nikola NKLA ... dd 15.26 +1.51 ... 33.47 12.93 Patterson PDCO 3.5 dd 29.63 –2.08 .26 83.71 9.63 Redfin RDFN ... dd 68.63 –9.42 ... 118.60 15.42 SiTime SITM ... dd 111.93 +5.08 ... 157.07 63.89 TractorSupply TSCO 1.1 22 140.58 –6.30 .40
10.99 0.72 9F JFU ... dd 1.04 –0.16 ... 10.95 1.61 PattersonUTIEn PTEN 1.5 dd 5.26 –0.04 .02 11.35 3.26 RedHillBio RDHL ... dd 8.08 –1.24 ... 66.52 10.58 SkyWest SKYW .0 19 40.31 –0.10 .14 972.80 136.00 TradeDesk TTD ... cc 801.00 –130.77 ...
74.00 43.25 908Devices MASS ... dd 56.95 –10.97 ... 99.95 47.87 Paychex PAYX 2.7 32 93.18 –1.53 .62 64.65 31.80 RegencyCtrs REG 5.2 cc 45.59 +0.18 .595 158.61 67.90 Skyworks SWKS 1.3 32 152.88 +1.67 .50 69.06 33.23 Tradeweb TW .5 73 62.45 –0.94 .08
218.34 664.64 328.13 RegenPharm REGN ... 18 483.11 –5.82 ...

er s
37.44 6.08 NiuTech NIU ... 90 28.05 –0.26 ... 66.98 Paylocity PCTY ... cc 205.91 –8.37 ... 90.00 15.27 SleepNumber SNBR ... 23 81.86 –3.01 ... 11.33 2.87 TransActTechs TACT ... dd 7.10 –0.27 ...
79.16 22.46 Nkarta NKTX ... dd 61.47 –7.70 ... 244.25 82.07 PayPal PYPL ... 88 234.20 –4.44 ... 57.59 32.56 RelayTherap RLAY ... dd 41.56 –5.31 ... 2.56 0.55 SmartSand SND ... 2 1.72 –0.10 ... 36.49 16.50 Transcat TRNS ... 39 34.68 +1.65 ...
36.67 9.04 nLIGHT LASR ... dd 32.65 –1.66 ... 31.72 11.15 PeapackGladFinl PGC .9 12 22.76 +0.15 .05 54.00 23.25 RelmadaTherap RLMD ... dd 32.07 –0.05 ... 15.54 3.64 SmileDirectClub SDC ... dd 11.94 –1.49 ... 28.09 6.80 TranslateBio TBIO ... dd 18.43 –3.71 ...
18.00 9.91 RenalytixAI RNLX ... ... 16.00 +2.45 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

27.14 1.81 NobleMidstream NBLX 12.0 6 10.42 –0.28 .1875 140.89 38.01 Pegasystems PEGA .1 dd 133.26 –5.37 .03 22.40 4.24 Smith&Wesson SWBI 1.1 26 17.75 –0.22 .05 20.99 10.10 TransMedics TMDX ... dd 19.90 +1.13 ...
9.31 3.14 Noodles NDLS ... dd 7.90 –0.01 ... 167.37 17.70 Peloton PTON ... cc 151.72 –11.00 ... 35.90 18.22 Renasant RNST 2.6 21 33.68 +0.39 .22 16.95 8.03 SoYoungIntl SY ... cc 11.11 –0.30 ... 35.99 5.51 TravelCenters TA ... 9 32.60 –2.69 ...
216.87
23.25
96.46
6.20
Nordson
NortheastBank
NDSN
NBN
.8
.2
47
7
200.95
22.52
+2.00
–0.02
.39
.01
99.24
32.30
3.75
0.99
m er
PennNational
PennVirginia
PENN
PVAC
...
...
dd
dd
86.37
10.15
–8.29
–0.53
...
...
80.99
41.42
40.00
16.05
11.69
21.45
RenewableEnergy
Rent-A-Center
RepareTherap
REGI
RCII
RPTX
...
3.2
...
11
5
...
70.82
38.29
34.30
–1.80
+0.13
+1.10
...
.31
...
25.71
17.85
5.41
5.00
Sohu.com
SolGelTech
SOHU
SLGL
...
...
dd
dd
15.94
9.79
–0.35
+0.29
...
...
12.40
28.19
3.04
8.98
Travelzoo
TravereTherap
TZOO
TVTX
...
...
dd
dd
9.44
27.26
+0.33
–0.37
...
...
14.88 4.70 NorthernTechsIntl NTIC .0 dd 10.56 +0.46 .065 66.62 9.40 Pennant PNTG ... cc 58.06 –2.94 ... 212.55 78.41 Repligen RGEN ... cc 191.63 –4.06 ... 21.19 7.42 SolarCapital SLRC 9.4 dd 17.51 +0.38 .41 17.90 9.90 TreanInsurance TIG ... ... 13.10 –0.19 ...
109.88 60.67 NorthernTrust NTRS 3.0 15 93.14 +1.55 .70 6.74 1.76 PennantPark PNNT 10.4 dd 4.61 +0.09 .12 54.85 8.58 Replimune REPL ... dd 38.15 –3.71 ... 18.29 6.30 SolarSeniorCap SUNS 8.3 18 14.46 +0.12 .10 6.86 1.63 TremontMortgage TRMT 1.1 4 3.79 –0.31 .53
17.04 8.72 NorthfieldBanc NFBK 3.6 17 12.33 +0.12 .11 35.59 18.72 PennsWoodsBncp PWOD 4.9 13 26.01 +0.01 .32 47.17 27.05 RepublicBcpKYA RBCAA 3.2 9 36.07 –0.28 .286 335.80 67.02 SolarEdgeTech SEDG ... 95 319.12 –4.97 ... 8.50 1.33 TreviTherap TRVI ... dd 2.42 –0.37 ...
40.63 17.32 NorthrimBanCorp NRIM 4.1 8 33.95 +1.00 .35 17.00 9.37 People'sUtdFin PBCT 5.6 11 12.93 +0.04 .18 4.22 1.80 RepublicFirstBncp FRBK ... dd 2.85 –0.10 ... 8.24 1.93 SolidBiosci SLDB ... dd 7.58 +0.75 ... 14.00 4.91 TribunePub TPCO .0 dd 13.70 +0.95 .25
16.67 8.52 NorthwestBcshs NWBI 6.0 23 12.74 +0.19 .19 39.28 17.91 PeoplesBncpOH PEBO 5.2 19 27.09 +0.07 .35 17.82 8.66 ResourcesConnect RGP 4.5 16 12.57 +0.15 .14 3.92 0.42 SonimTech SONM ... dd .72 +0.08 ... 39.02 3.74 Tricida TCDA ... dd 7.05 –0.69 ...
36.70 18.52 NorthwestPipe NWPX ... 11 28.30 +0.41 ... 33.18 13.30 PeoplesBncpNC PEBK 2.6 11 23.02 –2.30 .15 25.40 6.58 Sonos SONO ... dd 23.39 –1.05 ... 40.97 23.05 TriCoBancshares TCBK 2.5 17 35.28 +0.77 .22
m rp
80.52 45.06 Northwestern NWE 4.1 18 58.31 +1.70 .60 50.42 29.01 PeoplesFinSvcs PFIS 3.9 10 36.76 –0.41 .36 17.70 5.84 RetailOppor ROIC .0 47 13.39 +0.05 .20 29.00 24.05 SoteraHealth SHC ... ... 27.44 +0.50 ... 33.00 18.05 TriMas TRS ... dd 31.67 –0.37 ...
28.70 15.12 NortonLifeLock NLOK 2.4 5 20.78 –0.26 .125 148.77 101.42 PepsiCo PEP 2.8 29 148.30 +3.24 1.0225 34.62 11.78 RevanceTherap RVNC ... dd 28.34 +0.79 ... 6.83 1.43 SotherlyHotels SOHO ... dd 2.50 –0.12 ... 67.93 20.01 Trimble TRMB ... 34 66.77 +0.12 ...
39.28 21.20 NorwoodFin NWFL 4.0 14 26.17 –0.21 .26 19.85 7.11 PerdoceoEduc PRDO ... 7 12.63 –0.47 ... 47.83 17.35 RevolutionMed RVMD ... dd 39.59 –3.02 ... 22.00 11.30 SouthPlainsFin SPFI 1.1 9 18.95 +0.05 .05 4.94 0.56 TrinityBiotech TRIB ... 14 3.81 –0.33 ...
72.53 25.70 NovaMeasuring NVMI ... 44 70.60 +0.26 ... 53.76 18.88 Perficient PRFT ... 46 47.65 –0.45 ... 36.00 21.61 ReynoldsCnsmr REYN 2.9 18 30.04 –0.46 .22 87.98 40.42 SouthState SSB 2.6 47 72.30 –1.73 .47 38.95 20.10 Trip.com TCOM ... dd 33.73 +1.74 ...
127.91 66.44 Novanta NOVT ... cc 118.22 –2.59 ... 2.17 0.54 PerformantFin PFMT ... dd .88 –0.08 ... 34.27 12.99 RhythmPharm RYTM ... dd 29.73 +0.73 ... 43.00 20.89 SouthernFirstBcsh SFST ... 16 35.35 +0.05 ... 31.67 13.73 TripAdvisor TRIP ... dd 28.78 +2.78 ...
189.40 3.65 Novavax NVAX ... dd 111.51 –17.83 ... 17.85 3.43 PerionNetwork PERI ... 50 12.73 –1.11 ... 7.49 1.95 RibbonComms RBBN ... dd 6.56 –0.05 ... 38.98 17.30 SoMO Bancorp SMBC 2.0 9 30.44 –0.82 .15 26.43 7.59 TriStateCapital TSC ... 13 17.40 +0.62 ...
6.32 3.10 RichardsonElec RELL 5.1 dd 4.71 +0.21 .06
179.62 53.40 Novocure NVCR ... cc 173.04 +1.07 ... 9.36 4.51 Perma-PipeIntl PPIH ... dd 6.09 –0.01 ... 5.24 1.23 RigelPharm RIGL ... dd 3.50 –0.19 ... 16.41 7.58 SoNtlBcpVA SONA 3.3 13 12.11 ... .10 15.45 7.70 Triterras TRIT ... cc 11.03 –3.32 ...
46.80 4.27 Personalis PSNL ... dd 36.61 –4.88 ... 37.74 23.51 SouthsideBcshs SBSI 4.1 15 31.03 –0.30 .05
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

44.93 13.51 NuanceComms NUAN ... cc 44.09 +0.35 ... 6.87 0.77 RigNet RNET ... dd 5.89 –0.18 ... 3.95 0.23 TriterrasWt TRITW ... ... 2.22 –1.00 ...
10.59 3.81 NuCana NCNA ... dd 4.49 –0.51 ... 38.99 15.83 PetIQ PETQ ... dd 38.45 +2.91 ... 5.97 2.22 RiminiStreet RMNI ... dd 4.43 –0.17 ... 10.47 5.25 SparkEnergy SPKE 7.6 8 9.57 +0.09 .1813 51.95 19.03 TriumphBancorp TBK ... 25 48.55 +0.21 ...
52.38 15.21 NurixTherap NRIX ... dd 32.88 –10.96 ... 42.89 21.20 PetMedExpress PETS 3.5 21 32.06 –1.71 .28 8.32 3.77 RiverviewBncp RVSB 3.8 12 5.26 –0.01 .05 23.94 9.00 SpartanNash SPTN 4.4 9 17.41 +0.15 .1925 3.07 1.25 trivago TRVG ... dd 2.42 +0.22 ...
37.86 11.31 Nutanix NTNX ... dd 31.87 –1.35 ... 21.99 14.08 Pharming PHAR ... ... 15.20 –0.40 ... 5.24 1.74 SpectrumPharm SPPI ... dd 3.41 –0.30 ... 6.47 1.98 TrueCar TRUE ... dd 4.20 –0.31 ...
co o

8.49 2.60 PhaseBioPharm PHAS ... dd 3.36 –0.24 ... 13.60 4.00 RiverviewFinl RIVE .0 dd 9.15 –0.17 .075 23.64 5.25 SperoTherap SPRO ... dd 19.39 –2.58 ...
81.91 28.55 Nuvasive NUVA ... dd 56.33 +2.71 ... 63.99 9.01 RocketPharm RCKT ... dd 54.84 –1.86 ... 124.72 22.48 Trupanion TRUP ... dd 119.71 –0.94 ...
589.07 180.68 NVIDIA NVDA .1 85 522.20 +2.45 .16 64.54 22.06 PhathomPharm PHAT ... dd 33.22 –3.12 ... 3.85 0.83 RockwellMedical RMTI ... dd 1.01 ... ... 23.48 8.96 SpiritofTexas STXB 2.1 12 16.80 +0.27 .09 8.77 4.30 TrustcoBank TRST 4.1 12 6.67 +0.07 .0681
29.38 16.27 PhibroAnimal PAHC 2.5 18 19.42 +0.28 .12 32.74 14.96 RockyBrands RCKY 2.0 13 28.07 –0.61 .14 225.89 93.92 Splunk SPLK ... dd 169.89 –10.31 ... 34.84 20.08 Trustmark TRMK 3.4 12 27.31 –0.03 .23
O 16.01
32.94
8.31
14.06
Photronics
PilgrimPride
PLAB
PPC
...
...
22
26
11.16
19.61
+0.13
+0.26
...
... 9.38 2.55 RockyMtnChoc RMCF .0 dd 4.05 –0.02 .12 12.33
18.46
8.53
4.08
SpokHoldings
SportsmansWrhs
SPOK
SPWH
4.5
...
dd
11
11.13
17.55
+0.11
–0.37
.125
...
4.51
134.92
0.73
31.30
Tuniu
TurningPtTherap
TOUR
TPTX
...
...
dd
dd
1.76
121.85
–0.16
–8.25
...
...
F

363.44 58.22 Roku ROKU ... dd 332.02 –24.97 ...


182.68 30.20 Pinduoduo PDD ... dd 177.67 +24.92 ... 29.48 13.57 Root ROOT ... ... 15.71 –1.46 ... 80.31 19.50 SpringWorks SWTX ... dd 72.52 –2.11 ... 26.48 4.05 TurtleBeach HEAR ... 8 21.55 –3.18 ...
30.98 13.60 ODP ODP .0 dd 29.30 +0.67 .25 65.96 27.80 PinnacleFinPtrs PNFP 1.0 17 64.40 –0.86 .16 124.16 56.30 RossStores ROST .0 cc 122.81 +4.79 .285 28.00 13.00 SproutsFarmersMkt SFM ... 9 20.10 –0.19 ... 35.50 7.26 21 Vianet VNET ... dd 34.69 +2.33 ...
10.72 5.54 OP Bancorp OPBK 3.6 9 7.70 +0.32 .07 3.28 0.75 PintecTech PT ... ... .98 –0.06 ... 147.64 59.78 RoyalGold RGLD 1.1 30 106.36 –2.29 .30 35.60 15.12 SpruceBio SPRB ... ... 24.31 –0.60 ... 11.61 4.66 TwinDisc TWIN ... dd 7.85 +0.39 ...
6.47 1.12 OPKO Health OPK ... dd 3.95 –0.28 ... 5.23 1.85 Pixelworks PXLW ... dd 2.82 +0.03 ... 56.50 34.80 RoyaltyPharma RPRX 1.2 15 50.05 +1.15 .15 85.63 23.20 StaarSurgical STAA ... cc 79.22 –2.21 ... 170.86 18.52 TwistBiosci TWST ... dd 141.29 –22.75 ...
8.00 1.24 Orbcomm ORBC ... dd 7.42 +0.51 ... 19.39 3.00 PlainsAllAmPipe PAA 8.7 dd 8.24 –0.61 .18 13.70 3.35 RubiusTherap RUBY ... dd 7.59 –0.45 ... 325.13 73.14 Stamps.com STMP ... 24 196.19 –25.52 ... 49.46 11.51 2U TWOU ... dd 40.01 –1.98 ...
487.95 251.52 OReillyAuto ORLY ... 20 452.57 –9.19 ... 19.79 3.04 PlainsGP PAGP 8.5 dd 8.45 –0.67 .18 9.60 2.26 RuhnnHolding RUHN ... dd 2.92 +0.09 ... 11.81 3.86 StarBulkCarriers SBLK 1.5 cc 8.83 +0.09 .05
107.14
102.61
9.82
49.96
0.98
OSI Systems
O2MicroIntl
OSIS
OIIM
...
...
27
...
93.22
9.18
+0.12
+0.81
...
...
8.43
86.53
1.30
35.16
PlayaHotels
Plexus
PLYA
PLXS
...
...
dd
20
5.95
78.21
+0.39
+0.27
...
...
43.08
38.38
18.17
14.43
RushEnt A
RushEnt B
RUSHA
RUSHB
1.4
1.5
18
16
41.42
37.89
+0.30
+0.20
.14
.14 31.81
50.02
12.07
Starbucks
StateAutoFin
SBUX
STFC
1.7
2.3
cc
dd
106.98
17.74
+4.97
–0.52
.45
.10 UV
5.66 2.33 OaktreeSpec OCSL 7.9 20 5.57 +0.01 .11 35.63 19.43 PliantTherap PLRX ... dd 22.72 –2.69 ... 24.42 2.32 RuthsHospitality RUTH .0 dd 17.73 +0.52 .15 5.00 0.90 StealthBioTher MITO ... dd 1.50 –0.13 ...
17.62 2.80 OasisMidstream OMP 18.4 cc 11.73 –0.25 .54 22.69 6.59 Pluralsight PS ... dd 20.96 –0.02 ... 118.17 44.44 Ryanair RYAAY ... dd 109.98 +1.98 ... 3.55 1.51 StealthGas GASS ... 7 2.35 –0.04 ... 64.20 29.17 UFP Inds UFPI .5 16 55.55 –0.86 .125
39.95 20.00 OasisPetrol OAS ... ... 37.06 –0.30 ... 19.45 8.64 PolyPid PYPD ... ... 9.90 –0.16 ... 40.22 14.98 SteelDynamics STLD 2.7 16 36.87 +0.49 .25 72.76 39.47 UMB Fin UMBF 1.9 17 68.99 –0.16 .32
6.30 1.63 ObsEva OBSV ... dd 2.08 +0.13 ... 391.50 160.35 Pool POOL .6 47 372.50 +7.77 .58 40.98 22.72 StepStone STEP ... cc 39.80 +2.92 ... 11.84 3.80 USA Tech USAT ... dd 10.48 –1.03 ...
25.52
24.30
11.60
3.78
OceanFirstFin
OcularTherapeutix
OCFC
OCUL
3.7
...
19
dd
18.63
20.70
–0.06
–1.38
.17
...
61.46
2.39
23.69
0.75
Popular
PortmanRidge
BPOP
PTMN
2.8
12.6
10
dd
56.32
1.91
+0.29
+0.22
.40
.06
ST 79.50
20.82
38.45
6.72
Stericycle
SterlingCnstr
SRCL
STRL
...
...
dd
9
69.33
18.61
–0.39
–0.65
...
...
12.85
42.22
2.36
6.75
USA Truck
US Concrete
USAK
USCR
...
...
dd
21
8.93
39.97
+0.35
+1.28
...
...
46.50 12.56 OdonateTherap ODT ... dd 19.20 +1.95 ... 17.62 7.63 PoseidaTherap PSTX ... dd 10.97 +1.71 ... 41.54 16.98 S&T Bancorp STBA 4.5 47 24.84 +0.49 .28 43.47 16.38 StevenMadden SHOO .0 dd 35.32 +0.68 .15 58.36 24.94 US Ecology ECOL .0 dd 36.33 +0.21 .18
35.95 16.50 OfficePropIncm OPI 9.7 15 22.72 –0.16 .55 6.00 1.50 Potbelly PBPB ... dd 4.40 +0.07 ... 328.37 205.20 SBA Comm SBAC .7 dd 282.13 +7.11 .465 72.24 10.90 StitchFix SFIX ... dd 58.72 –10.55 ... 119.24 60.99 US Lime&Min USLM .6 25 114.00 ... .16
41.20 19.20 OhioValleyBanc OVBC 3.6 12 23.60 –0.15 .21 51.68 22.40 PotlatchDelt PCH 3.3 43 50.02 –0.62 .41 12.10 4.20 SCYNEXIS SCYX ... dd 7.65 +0.51 ... 44.73 22.98 StockYardsBncp SYBT 2.7 16 40.48 +0.31 .27 24.77 8.56 uCloudlink UCL ... dd 10.54 +0.16 ...
287.35 88.66 Okta OKTA ... dd 254.26 –21.34 ... 49.45 15.62 PowellIndustries POWL 3.5 21 29.49 –1.08 .26 69.61 35.41 SEI Investments SEIC 1.3 19 57.47 +0.96 .37 64.54 15.82 StokeTherap STOK ... dd 61.93 +3.65 ... 304.65 124.05 UltaBeauty ULTA ... 72 287.16 +22.52 ...
213.66 105.80 OldDomFreight ODFL .3 37 195.18 –3.07 .15 82.03 38.57 PowerIntegrations POWI .5 24 81.86 +2.32 .11 32.00 7.20 SI-BONE SIBN ... dd 29.90 –0.41 ... 87.23 17.72 StoneCo STNE ... cc 83.92 –1.25 ... 37.02 11.79 UltraClean UCTT ... 29 31.15 –0.50 ...
n-

18.57 11.19 OldNatlBncp ONB 3.4 14 16.56 ... .14 8.50 2.55 PowerFleet PWFL ... dd 7.43 –0.04 ... 8.10 3.96 SIGA Tech SIGA ... 18 7.27 –0.07 ... 65.02 28.01 StoneX SNEX ... 7 57.90 +1.07 ... 179.65 31.99 UltragenyxPharm RARE ... dd 138.43 –34.44 ...
13.55 5.96 Old2ndBcp OSBC .4 10 10.10 +0.13 .01 58.49 23.90 PraxisPrecision PRAX ... ... 55.02 +2.35 ... 45.68 26.04 Sina SINA ... dd 42.38 –0.07 ... 24.36 11.89 Stratasys SSYS ... dd 20.72 –0.89 ... 8.85 4.85 Ultralife ULBI ... 22 6.47 +0.11 ...
60.27 35.73 OlemaPharm OLMA ... ... 48.08 –3.42 ... 10.87 1.26 Precigen PGEN ... dd 10.20 +0.18 ... 12.55 5.60 SLM SLM 1.0 9 12.39 +0.12 .03 187.98 81.83 StrategicEd STRA 2.5 19 95.33 –1.76 .60 18.94 8.88 Umpqua UMPQ 5.5 dd 15.14 ... .21
112.58 28.83 Ollie'sBargain OLLI ... 24 81.77 –0.74 ... 15.07 4.46 PrecisionBio DTIL ... dd 8.34 –1.01 ... 39.08 16.42 SMART Global SGH ... dd 37.63 +2.32 ... 52.92 11.74 Strattec STRT .0 dd 49.36 –2.04 .14 7.70 3.95 UnicoAmerican UNAM ... dd 4.55 +0.13 ...
18.05 7.74 OlympicSteel ZEUS .6 dd 13.33 –0.42 .02 64.50 20.04 PreferredBankLA PFBC 2.4 11 50.47 +1.84 .30 5.05 1.32 SMTC SMTX ... 36 4.96 +0.17 ... 31.74 12.00 StratusProp STRS ... dd 25.50 +2.29 ... 37.95 16.50 UnionBankshares UNB 5.0 10 25.71 –0.11 .32
183.00 50.38 OmegaFlex OFLX .8 81 146.00 –18.75 .28 69.07 36.16 PreformedLine PLPC 1.2 10 68.44 +2.70 .20 46.67 0.55 SPI Energy SPI ... dd 7.89 +0.01 ... 4.63 1.50 StrongbridgeBio SBBP ... dd 2.43 –0.27 ... 76.69 34.38 uniQure QURE ... dd 36.13 –1.97 ...
25.46 8.50 Omeros OMER ... dd 14.29 –0.62 ... 89.06 23.69 PreludeTherap PRLD ... ... 71.55 –17.39 ... 46.65 14.44 SP Plus SP ... dd 28.83 –0.16 ... 27.10 13.48 SummitFin SMMF 3.1 10 22.08 –0.17 .17 90.57 17.80 UnitedAirlines UAL ... dd 43.25 –0.01 ...
125.00 54.24 Omnicell OMCL ... cc 120.02 +1.86 ... 18.11 8.21 PremierFinBncp PFBI 4.5 9 13.29 –0.43 .15 111.63 31.28 SPS Commerce SPSC ... 95 108.59 –1.73 ... 14.24 6.50 SummitStateBk SSBI 3.6 9 13.48 +0.94 .12 25.98 12.60 UnitedBancshares UBOH 2.5 5 25.44 +0.69 .16
32.93
no

8.17 ON Semi ON ... 68 32.73 +0.74 ... 32.05 10.98 PremierFinl PFC 3.8 17 23.00 –0.02 .22 74.00 29.51 SS&C Tech SSNC .8 34 72.75 +1.06 .14 6.14 1.18 SummitTherap SMMT ... dd 4.70 –1.00 ... 39.07 19.67 UnitedBkshrsWV UBSI 4.3 14 32.40 +0.52 .35
37.08 14.60 Oncorus ONCR ... ... 32.33 –1.78 ... 38.10 27.11 Premier PINC 2.2 dd 35.10 –0.49 .19 25.32 9.00 SSR Mining SSRM ... 41 20.11 +0.57 ... 35.70 16.71 SumoLogic SUMO ... dd 28.58 –3.61 ... 31.02 14.95 UtdCmtyBks UCBI 2.5 15 28.44 –0.27 .18
32.78 11.15 1-800-FLOWERS FLWS ... 27 26.00 –0.04 ... 23.35 9.02 PrevailTherap PRVL ... dd 23.07 –0.01 ... 389.06 127.39 SVB Fin SIVB ... 19 387.83 +11.84 ... 20.75 1.00 SundanceEnergy SNDE ... ... 1.74 –0.13 ... 47.52 18.83 UnitedFire UFCS 2.4 dd 25.10 +0.57 .15
2.69 1.04 180DegreeCap TURN ... dd 2.22 +0.10 ... 95.44 41.15 PriceSmart PSMT .8 36 91.09 +1.18 .35 26.24 9.35 SVMK SVMK ... dd 25.55 –0.42 ... 11.76 1.33 SunOpta STKL ... dd 11.67 +0.97 ... 20.70 10.65 UnitedGuardian UG 5.0 16 14.38 –0.04 .36
44.87 15.00 1LifeHealthcare ONEM ... dd 43.65 +0.16 ... 29.02 9.42 PrimorisSvcs PRIM .9 14 27.61 –0.15 .06 22.55 5.55 SabraHealthcare SBRA 6.9 25 17.37 –0.38 .30 32.19 2.64 SunPower SPWR ... 71 25.64 –4.23 ... 10.80 5.04 UnitedSecBcshrs UBFO 6.2 12 7.05 +0.13 .11
8.70 5.20 111 YI ... dd 6.95 +0.02 ... 57.16 23.31 PrincipalFin PFG 4.5 11 49.61 +1.13 .56 23.25 3.30 Sabre SABR .0 dd 12.02 +0.66 .14 82.42 7.84 SunRun RUN ... cc 69.38 +0.76 ... 152.82 75.58 UnitedTherap UTHR ... 14 151.79 +1.96 ...
33.60 3.41 OneWaterMarine ONEW ... 13 29.09 –0.69 ... 20.63 9.63 ProfessionalHldg PFHD ... 60 15.43 –0.12 ... 95.93 65.45 SafetyInsurance SAFT 4.6 10 77.90 +0.12 .90 33.30 15.76 SuperMicroComp SMCI ... 20 31.66 +1.14 ... 11.89 4.86 Uniti UNIT 5.1 dd 11.73 +0.14 .15
83.34 8.55 Ontrak OTRK ... dd 61.79 –5.53 ... 15.92 3.08 Progenity PROG ... dd 5.31 –0.69 ... 31.95 16.25 SagaComm SGA .0 dd 24.02 +1.77 .32 28.58 6.10 SuperiorGroup SGC 1.7 11 23.24 –1.07 .10 23.75 8.76 UnityBancorp UNTY 1.8 9 17.55 +0.28 .08
35.24 9.37 OpenLending LPRO ... dd 34.96 +1.76 ... 52.50 28.09 ProgressSoftware PRGS 1.5 36 45.19 +0.99 .175 90.58 25.01 SageTherap SAGE ... dd 86.51 –2.55 ... 27.55 13.12 SupernusPharms SUPN ... 10 25.16 –0.50 ... 15.44 2.72 UnityBiotech UBX ... dd 5.24 –0.33 ...
47.85 29.12 OpenText OTEX 1.8 47 45.46 –0.27 .2008 44.22 15.59 Progyny PGNY ... cc 42.39 +0.23 ... 194.00 61.46 Saia SAIA ... 40 180.80 –4.67 ... 11.68 1.38 SurfaceOncol SURF ... dd 9.24 –0.39 ... 246.98 105.11 UnivDisplay OLED .3 cc 229.80 –3.35 .15
32.39 10.55 OpendoorTech OPEN ... dd 22.73 –4.62 ... 137.84 83.81 Proofpoint PFPT ... dd 136.41 +1.28 ... 2.62 0.65 SalemMedia SALM .0 dd 1.04 +0.01 .025 5.40 1.46 Surgalign SRGA ... dd 2.19 –0.37 ... 56.99 29.50 UnivElectro UEIC ... 22 52.46 +0.44 ...
14.50 2.60 OpendoorTechWt OPENW ... ... 7.72 –4.03 ... 10.09 3.40 ProQR Therap PRQR ... dd 4.20 –0.43 ... 177.31 102.13 SandersonFarms SAFM 1.3 cc 132.20 +0.73 .44 29.46 4.00 SurgeryPartners SGRY ... dd 29.01 +1.19 ... 23.94 11.02 UnivLogistics ULH 2.0 14 20.59 –0.13 .105
11.49 4.60 Opera OPRA ... 6 9.13 +0.64 ... 6.65 3.68 ProspectCapital PSEC 13.3 ... 5.41 –0.05 .06 38.45 18.00 SandySpringBncp SASR 3.7 19 32.19 –0.01 .30 49.00 22.06 Surmodics SRDX ... cc 43.52 +4.88 ... 15.10 5.12 UnivStainless USAP ... dd 7.48 +0.27 ...
24.28 5.26 OportunFin OPRT ... dd 19.37 +0.17 ... 25.65 5.30 ProtagonistTherap PTGX ... dd 20.16 –3.59 ... 94.30 66.35 Sanfilippo JBSS ... 17 78.86 +0.23 ... 25.49 6.00 SutroBioph STRO ... dd 21.71 –0.37 ... 26.98 13.20 UnivestFin UVSP 3.9 17 20.58 +0.19 .20
19.26 10.68 OptheaADR OPT ... dd 11.22 –0.23 ... 67.08 15.86 ProtaraTherap TARA ... dd 24.21 +1.02 ... 19.43 4.81 SangamoTherap SGMO ... dd 15.61 –2.21 ... 40.99 22.12 SykesEnterprises SYKE ... 29 37.67 –0.48 ... 8.45 2.03 UpFintech TIGR ... cc 7.94 +1.15 ...
12.75 9.53 Optibase OBAS ... 10 11.87 +0.37 ... 21.46 10.95 ProtectiveInsA PTVCA 2.7 dd 15.06 +0.06 .10 34.96 18.34 Sanmina SANM ... 16 31.89 –0.45 ... 1.71 0.79 Synacor SYNC ... dd 1.36 –0.06 ... 51.48 20.75 UplandSoftware UPLD ... dd 45.89 –0.74 ...
4.62 2.05 OpticalCable OCC ... dd 2.68 –0.10 ... 17.30 10.23 ProtectiveInsB PTVCB 2.9 dd 13.71 +0.03 .10 55.00 37.62 Sanofi SNY 2.4 10 48.59 +1.14 1.6994 14.25 3.81 Synalloy SYNL ... dd 7.80 +0.70 ... 51.40 22.61 Upstart UPST ... ... 40.75 –3.21 ...
10.00 3.14 Optinose OPTN ... dd 4.14 –0.59 ... 16.05 7.10 Prothena PRTA ... dd 12.01 –1.23 ... 35.23 13.55 SapiensInt SPNS ... 49 30.61 +0.13 ... 97.99 44.41 Synaptics SYNA ... 30 96.40 +10.25 ... 41.42 5.14 Upwork UPWK ... dd 34.52 –3.28 ...
18.21 5.74 OptionCare OPCH ... dd 15.64 +0.09 ... 19.19 4.72 ProventionBio PRVB ... dd 16.94 –0.85 ... 181.83 78.06 SareptaTherap SRPT ... dd 170.49 –4.54 ... 6.51 2.17 Synchronoss SNCR ... dd 4.70 +0.12 ... 32.86 12.28 UrbanOutfitters URBN ... dd 25.60 –1.16 ...
19.75 5.23 OraSureTechs OSUR ... dd 10.59 –1.01 ... 147.32 40.40 ProvidenceService PRSC ... 69 138.63 +1.16 ... 36.10 3.50 SatsumaPharm STSA ... dd 4.61 –0.47 ... 27.85 6.32 SyndaxPharm SNDX ... dd 22.24 –1.96 ... 35.00 13.12 UroGenPharma URGN ... dd 18.02 –0.85 ...
15.93 3.76 OrchardTherap ORTX ... dd 4.32 –0.42 ... 22.84 11.40 ProvidentFin PROV 3.6 18 15.71 –0.04 .14 4.55 1.00 Savara SVRA ... dd 1.15 –0.16 ... 74.25 30.02 SyneosHealth SYNH ... 37 68.13 +0.11 ... 16.25 6.55 UrovantSci UROV ... dd 16.13 +0.09 ...
3.64 1.01 OrganiGram OGI ... dd 1.33 –0.09 ... 18.58 9.53 PrudentialBncp PBIP 2.0 13 13.85 +0.17 .07 37.42 13.78 ScanSource SCSC ... dd 26.38 +0.18 ... 3.99 1.35 Synlogic SYBX ... dd 2.16 –0.13 ... 109.99 75.33 UtahMedProducts UTMD 1.4 27 84.30 –1.15 .285
40.81 18.60 OricPharm ORIC ... dd 33.85 –5.95 ... 38.70 22.42 PubMatic PUBM ... ... 27.96 –2.48 ... 32.06 10.09 SchnitzerSteel SCHN 2.4 dd 31.91 +0.91 .1875 261.13 104.90 Synopsys SNPS ... 61 259.24 +2.96 ... 2.95 0.82 UTStarcom UTSI ... ... 1.38 +0.07 ...
37.74 15.98 OriginBancorp OBNK 1.4 21 27.77 +0.16 .10 69.48 37.64 Pulmonx LUNG ... dd 69.02 +3.80 ... 55.16 9.23 ScholarRock SRRK ... dd 48.53 –2.97 ... 2.15 0.54 SyprisSolutions SYPR ... 16 1.52 +0.09 ... 2.95 0.72 Uxin UXIN ... dd .87 –0.09 ...
12.39 8.89 Orphazyme ORPH ... dd 10.73 –1.27 ... 15.00 5.50 PumaBiotech PBYI ... dd 10.26 –1.17 ... 38.74 18.80 Scholastic SCHL 2.4 dd 25.00 +0.53 .15 15.65 4.26 SyrosPharm SYRS ... dd 10.85 –2.23 ... 2.78 1.20 VEON VEON 23.7 dd 1.51 –0.10 .15
January 4, 2021 BARRON’S M19

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.
.0179
Bats
FranklinLibUS MC FLQM 1.1 37.98 +0.21 .1633 iShTransportAvg IYT .9 220.54 –0.21 .384 JPMUltShMuni JMST .9 51.04 –0.02 VanEckRussiaSC RSXJ 4.4 36.02 +0.34 1.5849 FT LowDurStrat LDSF 2.6 20.46 +0.03 .1198
FranklinLibUS SC FLQS 1.2 31.83 –0.12 .1348 iShU.S.Industrials IYJ 1.7 97.10 +0.28 .2745 LHAMktStAlpha MSVX 1.9 23.63 –0.53 .4594 VanEckShHYMuni SHYD 3.0 24.80 +0.03 .0648 FT MgdMuni FMB 2.2 56.73 +0.04 .0975
Freedom100EM FRDM 1.1 31.88 +0.66 .1316 iShUSAerospace&Def ITA 1.9 94.72 +0.53 .2031 LHA MktStTact MSTB 1.8 27.05 –0.11 .4802 VanEckVietnam VNM .4 17.49 +0.76 .07 FT MC CoreAlpha FNX 1.0 83.04 –0.75 .3367
ALPSCleanEnergy ACES .6 80.15 +0.02 .0806 GlbX FdrRunCos BOSS 1.1 30.19 –1.48 .3365 iShUSHomeConstrn ITB .5 55.80 –2.20 .0775 LeggMasonIntLowVol LVHI 4.0 23.41 –0.05 .3932 VangdESGIntlStk VSGX 1.7 59.27 +0.90 .3361 FT MC GrwthAlpha FNY .2 65.38 –1.80 .0697
ALPS DisrupTech DTEC .4 46.24 +0.04 .169 GlbXRuss2000Cvr RYLD 10.8 22.58 –0.30 .2283 iShUSOil&GasExpln IEO 3.2 35.88 +0.11 .2213 MainSectorRot SECT 1.5 35.05 +0.08 .0359 VangdESGUSCpBd VCEB 1.3 76.24 +0.07 .1019 FT MC US Equity RNMC 1.3 24.38 +0.15 .1355
ARK AutoTech ARKQ .0 76.29 –0.37 .6561 GlbXTarget5 TFIV 5.1 23.59 –0.03 .0925 iShUSTelecomm IYZ 2.6 30.22 ... .1901 MerlynAISectSurf DUDE ... 25.58 ... ... VangdESGUSStk ESGV 1.1 70.17 +0.59 .2387 FT MC ValAlpha FNK 1.6 35.74 +0.36 .2242
ARKGenomicRev ARKG .0 93.26 –9.84 .4256 GlbXTargetPlus2 TFLT 3.1 24.50 +0.02 .0636 iShESGAwareAgg EAOA 1.5 30.49 +0.31 .1543 MotleyFool100 TMFC ... 35.32 +0.60 ... VangdUSLiquid VFLQ 1.6 94.09 +0.38 .5265 FT MCGrAlpDX FAD .3 103.76 –2.00 .0528
ARK Israel Innov IZRL ... 29.68 –0.42 ... GlbXUSInfrDevt PAVE .4 21.21 +0.14 .0009 iShESGAwareCon EAOK 1.7 27.10 +0.14 .0881 MotleyFoolSCGrw MFMS ... 38.53 –1.44 ... VangdUSMinVol VFMV 2.1 89.48 +0.82 .7287 FT MuCValAlpha FAB 1.6 58.29 +0.47 .3094
AVDR US LC ESG AVDG ... 25.12 ... ... GSAccInflUSDBd GTIP 1.3 57.39 +0.11 .0423 iShESGAwareGrw EAOR 1.4 29.11 +0.11 .1405 NuvESGEMEquity NUEM ... 33.45 +0.95 ... VangdUSMom VFMO .4 112.65 –2.16 .1891 FTMuniCEFIncmOpp MCEF 3.2 20.24 +0.24 .0625
AVDR US LC Ldg AVDR ... 25.29 ... ... GSAccUltShBd GSST 1.1 50.80 –0.03 .0311 iShESGAwareMod EAOM 1.4 27.76 +0.16 .1286 NuvESGIntlDev NUDM ... 29.24 +0.24 ... VangdUSMultifact VFMF 1.6 83.64 –0.12 .4525 FTMuniHiIncm FMHI 3.1 53.71 +0.12 .14
AffinityWorldLdr WLDR 1.8 22.89 +0.03 .1736 GS EW US LC Equity GSEW 1.5 57.81 +0.33 .2048 iShESGMSCIUSASC ESML 1.0 34.13 –0.39 .1311 NuvESG LC NULC 1.4 34.89 +0.39 1.42 VangdUSQual VFQY 1.2 99.69 +0.24 .4437 FT NasdComBk QABA 2.6 44.77 +0.14 .286
AgilityDynTacti THY 3.3 25.42 +0.10 .4954 GSMarketBetaEM GSEE 4.8 54.82 +1.48 .2646 iShESGScrS&P500 XVV 1.3 28.68 +0.40 .0897 NuvESGLCGrowth NULG .2 56.30 +0.39 1.5115 VangdUSValue VFVA 2.0 78.10 +0.73 .4828 FT NasdCleanEdge QCLN .3 70.23 –0.22 .0708
AgilityMgdRisk MRSK 3.2 27.96 +0.33 1.1989 GSMarketBetaInt GSID 2.0 52.60 +0.47 .3178 iShESGScrS&PMC XJH 1.4 31.83 –0.08 .114 NuvESGLCValue NULV 1.4 32.94 +0.49 .468 VirtusWMCIntlDiv VWID 4.4 27.26 +0.15 .9254 FT NasdClEdSmGr GRID .7 81.00 +0.98 .1462
AlphaIntQuMom IMOM .6 34.49 +0.79 .084 GSMarketBetaUS GSUS 1.6 52.32 +0.62 .2058 iShESGScrS&PSC XJR 2.3 33.23 –0.03 .1933 NuvESGMCGrowth NUMG .0 49.46 –0.34 .3748 WisdTrYdEnhUSST SHAG 1.9 51.45 +0.10 .055 FT NasdCybersec CIBR 1.1 44.38 –0.80 .027
AlphaIntQuVal IVAL 1.4 27.38 +0.25 .1699 HartfordCoreBd HCRB 1.1 42.04 –0.19 .017 iShEdgeHYDefBd HYDB 5.8 51.24 +0.09 .2852 NuvESGMCValue NUMV 1.4 30.08 +0.21 .4164 WisdomDynCurrIntl DDWM 3.5 27.85 +0.19 .3133 FT NasdGlblAuto CARZ .6 51.81 +1.14 .1777
AlphaUSQuMom QMOM .1 52.37 –3.12 .0444 HartfordLowVolIntl RODE 3.1 26.68 +0.45 .44 iShEdgeInvGrEnhBd IGEB 2.9 55.32 +0.30 .1221 NuvESGSC NUSC .5 38.34 –0.32 .1991 WisdomDynCurrIntSC DDLS 3.2 30.84 +0.18 .3434 FT Nasd100xTech QQXT .3 79.42 +1.15 .083
AlphaUSQuVal QVAL 1.9 28.02 –0.46 .2705 HartfordShrtDur HSRT 2.9 41.21 –0.05 .12 iShEdgeMSCIMinEAFE EFAV 1.3 73.41 +0.92 .9773 NuvShTermREIT NURE 3.4 26.98 +0.42 .3946 WT EM ESG Fd RESE 1.8 35.77 +0.92 .1575 FT Nasd100Tech QTEC .4 138.07 +0.19 .1118
.3945

.
AlphaArchValMom VMOT ... 26.10 –0.07 ... InnovDoubStkOct DSOC ... 28.13 +0.24 ... iShEdgeMSCIMinVlEM EEMV 2.4 61.08 +1.00 .9422 OShEurQualDiv OEUR 3.7 24.73 –0.05 WisdomTreeCpBdFd WFIG 2.3 55.94 +0.15 .1025 FT NasdArtlIntel ROBT .2 50.15 +0.23 .0505
AlphaCloneAltAlpha ALFA .5 76.75 –3.48 .3668 InnovDbStk9Oct DBOC ... 27.18 +0.12 ... iShEdgeMSCIMinVol ACWV 1.8 96.91 +1.25 .791 OShGlbInternet OGIG ... 54.28 –0.35 ... WisdomTreeUSHYCpBd WFHY 4.8 52.50 +0.27 .1975 FTNasdaqBk FTXO 2.7 23.77 +0.32 .1763
AmCentFocDyn FDG .0 74.40 –0.10 .0078 InnovNasd100Oct NOCT ... 36.11 +0.07 ... iShEdgeMSCIMinUSA USMV 1.8 67.88 +0.77 .3023 OShUSQualDiv OUSA 2.0 38.29 +0.37 .0884 WisdTrUSSTCpBd SFIG 2.0 51.83 +0.06 .0625 FT NasdFood&Bev FTXG 1.4 23.17 –0.14 .0928

ly
AmCentFocLCV FLV 1.2 54.36 +0.91 .1911 InnovNasd100Apr NAPR ... 35.53 +0.03 ... iShMSCIMinVolUSASC SMMV 1.4 33.89 –0.02 .1678 OShUSSCQualDiv OUSM 2.0 31.12 –0.02 .0697 WisdTrUSSTHY SFHY 4.6 49.33 +0.23 .245 FT NasdOil&Gas FTXN 1.8 11.62 –0.21 .0283
AmCustSatisfCore ACSI .8 43.23 +0.26 .3523 InnovNasd100Jan NJAN ... 38.11 +0.06 ... iShEdgeMSCIUSAMom MTUM .8 161.29 –0.45 .3098 OpusSCValue OSCV 1.1 28.01 –0.02 .0958 WisdTrIntlESGFd RESD 1.9 28.48 +0.33 .1528 FT NasdPharm FTXH .8 25.77 +0.10 .0644
AnfieldCapDiv DALT 2.6 9.69 +0.03 .0475 InnovNasd100Jul NJUL ... 44.66 +0.20 ... iShEdgeMSCIUSAQual QUAL 1.4 116.21 +1.75 .4078 PacerBioThreat VIRS .6 27.94 +0.04 .0394 WisdTrIntlQualDiv IQDG 1.7 36.51 +0.49 .19 FT NasdRetail FTXD .8 28.14 –0.71 .0745
AnfieldDynFix ADFI 1.5 9.97 +0.02 .0305 InnovRuss2000Jul KJUL ... 25.82 –0.15 ... iShEdgeMSCIUSAVal VLUE 2.4 86.91 +1.13 .5351 PacerIntCashCow100 ICOW 2.5 28.59 +0.09 .2428 WisdTrUSMulti USMF 1.3 35.14 –0.07 .0965 FT NasdSemicon FTXL .5 59.79 +0.94 .0775
AnfieldUSEquity AESR .7 11.92 +0.12 .0548 InnovRuss2000Oct KOCT ... 25.93 –0.06 ... iShUSFixedIncmBal FIBR 2.6 102.60 +0.48 .0468 PacerGlCashCows GCOW 4.1 28.69 +0.17 .2921 XtrkBBUSIGCpESG ESCR 2.6 22.87 +0.05 .0458 FT NasdaqTrans FTXR .3 28.06 +0.08 .042
AnfieldUnivFx AFIF 1.3 9.78 ... .0257 InnovRuss2000Apr KAPR ... 26.87 +0.03 ... iShEmMkCorpBdFd CEMB 3.9 53.10 ... .1503 PacerSaltHitruUS SLT 1.7 36.22 –0.07 .6286 XtrkrsEurozone EURZ 2.8 24.33 +0.35 .2604 FT Nasd100 EW QQEW .3 100.87 +0.93 .0929
AptusColIncmOpp ACIO 1.0 27.82 +0.33 .0678 InnovRuss2000Jan KJAN ... 29.00 +0.13 ... iShEM HY Bd EMHY 5.4 46.35 +0.25 .2833 PacerSaltLowUS LSLT 2.2 28.82 +0.37 .1233 XtrkJPMEMSvn ESEB 3.5 22.47 –0.03 .1059 FT RBA AmerInd AIRR .1 33.94 –0.01 .0193
.1136 InnovS&P500Buff BJUL ... 30.13 +0.18 ... iShEvolCnStpls IECS 2.1 30.98 +0.35 .1836 PacerSwanSOSCon PSCX ... 20.76 +0.17 ... XtrkJPMESGUSDHY ESHY 5.9 21.16 +0.16 .1125 FTRisingDivAch RDVY 1.5 39.94 +0.59 .2105

on
AptusDefRisk DRSK 1.2 29.35 –0.13
AptusDrawMgd ADME .4 36.07 +0.39 .0184 InnovS&P500BuffO BOCT ... 30.07 +0.25 ... iShEvolUSDisc IEDI .8 40.19 +0.27 .108 PacerSwanSOSFlex PSFD ... 20.84 +0.24 ... FT RiverFrDynAP RFAP 1.6 57.67 +1.08 .3323
ArrowResCapMgmt ARCM
BarclaysETN+Select ATMP
.8
7.7
100.11
11.68
–0.09
–0.17
.0111
.2257
InnovS&P500BuffA BAPR ...
InnovS&P500Aug BAUG ...
29.65
29.80
+0.07
+0.24
...
...
iShEvolUSFin
iShEvolUSHlthcr IEHS
IEFN 2.1
.8
25.40
37.40
+0.39
+0.52
.1361
.0996
PacerSwanSOSFd PSFF
PacerSwanSOSMod PSMD
...
...
20.39
20.79
...
+0.20
...
... NASDAQ FT RiverFrDynDev RFDI 1.3
FT RiverFrDynEM RFEM 1.2
64.41
69.07
+0.71
+1.38
.1395
.0866
BarcRetDisability RODI ... 97.07 +1.38 ... InnovS&P500Dec BDEC ... 30.51 +0.31 ... iShEvolUSInnHlthcr IEIH 1.1 32.36 –0.33 .6574 PacerTrendEurIndex PTEU ... 22.16 +0.02 ... FT RiverFrDynEur RFEU 2.3 64.91 +0.42 .6119
BarclaysWILETN WIL ... 81.21 +0.54 ... InnovS&P500Feb BFEB ... 27.20 +0.18 ... iShEvoUSMedia IEME .7 33.90 +0.60 .0681 PacerTrendpilot450 PTMC .5 32.58 –0.09 .1712 AdvShDWAlphaEW DWEQ .0 27.74 –0.34 .0053 FT S&PIntDivArist FID 3.9 16.26 +0.10 .2315
CBOES&P500DivAr KNG 3.4 47.60 +0.07 .1062 InnovS&P500Jan BJAN ... 32.75 +0.16 ... iShEvolUSTech IETC .5 47.53 +0.23 .0555 PacerTrendpilot100 PTNQ .2 52.11 +0.44 .0831 AdvShDW FSM AC DWAW .0 37.17 –0.93 .0602 FT SMID CapRising SDVY 1.5 23.74 +0.14 .1312
CabotGrowth CBTG ... 25.03 ... ... InnovS&P500BuffJun BJUN ... 31.17 +0.16 ... iShExpTechSftwr IGV .4 354.10 –6.28 .0695 PacerTrendpilot750 PTLC 1.1 32.72 +0.46 .3523 AdvShDW FSM US DWUS .1 34.17 +0.09 .0679 FT SSI Strat FCVT 1.0 48.96 –0.04 .4026
CambriaEmSharehldr EYLD 3.0 34.51 +0.65 .1842 InnovS&P500BuffMar BMAR ... 29.65 +0.13 ... iShMtgRealEstCap REM 7.7 31.86 +0.21 .5339 PacerUSCashCows100 COWZ 2.5 33.56 +0.26 .2469 AdvShDorseyMc DWMC ... 28.26 –1.09 ... FT SrLoanFd FTSL 3.5 47.59 +0.22 .1447
InnovS&P500BffMay BMAY ... 29.68 +0.11 ... iShUSBlendStyle STLC 1.4 35.57 +0.32 .1662 PacerUSSCCash100 CALF .8 31.22 –0.10 .121 AdvShDorseyShrt DWSH ... 11.42 –0.17 ... FT SC CoreAlpha FYX .6 76.96 –0.69 .2174

us ,
CambriaFgnShare FYLD 3.9 24.16 +0.10 .2731
CambriaGlbAssetAll GAA 2.7 29.21 +0.07 .1828 InnovS&P500BuffN BNOV ... 29.79 +0.16 ... iShFctUSGrwStyle STLG .7 31.73 +0.04 .052 PacerWealthShield PWS .5 29.17 –0.27 .0238 AlphaMarkActiveMgd SMCP .6 26.27 +0.16 .1452 FT SC GrwthAlpha FYC .1 61.69 –1.77 .0606
CambriaGlbMomentum GMOM 1.2 25.92 +0.04 .1925 InnovS&P500JSep BSEP ... 29.14 +0.17 ... iShUSMidBlendStyle STMB 1.6 37.13 +0.10 .2401 PointBridgeGOP MAGA 2.6 29.66 –0.54 .7667 ArrowCntryRotat DWCR .5 32.49 +0.62 .0484 FT SC US Equity RNSC 1.3 24.05 –0.06 .1536
.3151

l
CambriaGlbRlEst BLDG 2.4 28.92 +0.18 .1709 InnovS&P500Divrs BUFF 2.0 33.22 +0.13 .0666 iShUSSmBlendStyle STSB 1.4 40.50 –0.45 .2737 PremiseCapDivTact TCTL 1.1 29.92 –0.01 ArrowInvDWATact DWAT ... 12.13 –0.01 ... FT SC Value FYT 1.0 41.57 +0.22 .1476
CambriaGlbValue GVAL 1.9 21.38 +0.40 .0918 InnovS&P500Pwr PJUL ... 28.76 +0.07 ... iShFctUSValStyle STLV 2.3 24.58 +0.27 .1739 PrincipalGlbDiv GDVD 3.9 31.63 –0.06 .6807 ClearBr AC Grw CACG .5 44.04 +0.32 .2087 FT StratIncm FDIV 4.2 47.85 +0.13 .156

e
CambriaMarijuana TOKE 4.3 14.63 –0.68 .088 InnovS&P500PwrF PFEB ... 26.21 +0.05 ... iShFloatingRateBd FLOT 1.3 50.72 –0.02 .0247 ProShGlbListedPrv PEX 5.5 31.99 +0.27 .4724 ClearBrDivStrat YLDE 1.5 36.01 +0.39 .14 FT SwitzAlpha FSZ 1.5 60.36 +0.81 .1533

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CambriaShareholder SYLD 2.0 44.59 +0.29 .3176 InnovS&P500PwrN PNOV ... 28.95 –0.04 ... iShGlbxUSDHiYdCpBd HYXU 1.4 56.55 +0.21 .8181 ProShHY IntRt HYHG 5.2 62.10 +0.12 .2718 ClearBrLCGrw LRGE .4 50.01 +0.31 .1849 FT TCW Opp FIXD 2.0 54.73 +0.07 .6899
CambriaSovHiYdBd SOVB 2.4 26.51 –0.16 .0672 InnovS&P500PwrA PAPR ... 27.28 +0.03 ... iShGlbHiCorpBdFd GHYG 4.4 50.74 +0.32 .2245 ProShInvGrdIntRt IGHG 2.8 75.56 +0.25 .1658 CSX-LinksCrudeOil USOI 68.0 4.67 +0.03 .1227 FT TacticalHY HYLS 5.1 48.72 +0.06 .248
CambriaTailRiskETF TAIL .4 20.58 –0.02 .0043 InnovS&P500Aug PAUG ... 28.29 +0.08 ... iShGoldStrategy IAUF 7.6 58.73 +0.66 4.4706 ProShK1FreeCrude OILK 2.1 43.00 +0.25 .0556 CSXLGoldCvETN GLDI 14.0 9.71 +0.09 .1011 FT TotalUSMkt TUSA 1.0 40.65 –0.16 .1147
CambriaTrinity TRTY 2.0 24.53 +0.24 .1734 InnovS&P500PwrD PDEC ... 29.00 +0.17 ... iShiBdsDec2028Muni IBMQ 1.2 27.61 +0.03 .0247 ProShLCCorePlus CSM 1.2 84.38 +0.70 .2826 CSX SilverETN SLVO 25.3 6.58 +0.12 .1809 FT USEquityDiv RNDV 2.4 24.59 +0.14 .1733
CambriaValue VAMO 1.0 19.40 –0.46 .0663 InnovS&P500Jan PJAN ... 30.58 +0.07 ... iShiBdsDec25Muni IBMN 1.1 28.17 +0.01 .0164 ProShDivGrowers EFAD 1.5 43.55 +0.42 .156 DemzPolitical DEMZ .3 22.96 +0.20 .0616 FT UK Alpha FKU 1.5 37.74 +0.17 .0709

ci on
ClearFocVal CFCV 1.6 30.02 –0.05 .2869 InnovS&P500PwrJun PJUN ... 30.08 +0.02 ... iShiBdsDec24Muni IBMM 1.2 27.09 ... .0208 ProShMSCIEMDiv EMDV 3.1 57.86 +1.19 .3191 DavisFinl DFNL 1.5 23.86 +0.07 .347 FlexShCredScoreUS SKOR 2.3 54.87 +0.11 .702
CornerCapFundLC FUNL .4 28.44 +0.29 .1274 InnovS&P500PwrBuff PMAR ... 28.44 +0.05 ... iShiBdsDec27Mun IBMP 1.2 27.32 +0.02 .0212 ProShMSCIEurDiv EUDV 1.3 46.66 +0.30 .06 DavisSelectIntlETF DINT .3 23.29 +0.41 .064 FlexShRealAsset ASET 2.1 29.58 +0.26 .1718
EcofinDigPay TPAY .2 44.68 +0.26 .1021 InnovS&P500PwrMay PMAY ... 28.35 +0.05 ... iShiBdsDec26Muni IBMO 1.0 27.09 +0.01 .0145 ProShMergerETF MRGR ... 39.03 –0.22 ... DavisUSEquity DUSA .5 29.37 +0.56 .149 GlbXAI&Tech AIQ .5 27.20 +0.15 .0548
EcofinGlbWater EBLU 1.4 39.84 +0.19 .2242 InnovS&P500PwrO POCT ... 27.82 +0.15 ... iShiBdsDec23Muni IBML 1.4 26.19 –0.02 .0254 ProShMornAltSoln ALTS .9 36.69 –0.05 .1085 DavisWorldwide DWLD .2 30.73 +0.64 .075 GlbXAuto&Elc DRIV .3 23.97 +0.37 .0202
Emles@Home LIV ... 26.12 –0.26 ... InnovS&P500Sep PSEP ... 27.92 +0.09 ... iShBds2025TermHY IBHE 5.7 24.95 +0.05 .1203 ProShPetCare PAWZ .1 71.66 –0.80 .039 DefNasdJrBio IBBJ .0 34.44 –2.20 .2998 GlbXCannabis POTX 5.5 9.90 –0.63 .1453
EmlesFedContr FEDX 1.1 26.77 +0.28 .0751 InnovS&P500UltA UAPR ... 24.97 +0.04 ... iShiBds2024TermHY IBHD 5.5 24.33 +0.03 .0981 ProShRuss2000Div SMDV 2.1 57.42 +0.56 .4239 DorseyWrightETN36 BMLP 9.5 33.97 –1.13 .8095 GlbXCnBiotech CHB ... 16.36 +0.40 ...
EmlesLuxuryGds LUXE .0 27.00 +0.19 .001 InnovS&P500UltAug UAUG ... 27.90 +0.09 ... iShBds2021TermHY IBHA 3.5 24.24 –0.01 .0588 ProShRussUSDivGrw TMDV 2.3 42.09 +0.47 .3383 FidelityNasdComp ONEQ .9 501.65 +3.57 1.041 GlbXCleanTech CTEC .0 22.72 +0.10 .0038
EmlesMadeinAmer AMER 1.4 26.33 +0.03 .094 InnovS&P500UltDec UDEC ... 28.46 +0.16 ... iShBds2026TermHY IBHF 7.4 25.44 +0.08 .1563 ProShS&P500Arist NOBL 2.1 79.88 +0.90 .5348 FT AltAbsRet FAAR 3.0 27.28 +0.51 .8214 GlbXCloudComp CLOU ... 27.90 –0.71 ...
EmlesProAlloc DEFN .4 25.07 +0.22 .0249 InnovS&P500UltFeb UFEB ... 26.06 +0.12 ... iShBds2023TermHY IBHC 5.5 24.42 +0.07 .1222 ProShS&PMC400 REGL 2.4 62.88 +0.17 .5134 FT APxJapan FPA 1.6 31.76 +0.86 .2877 GlbXConsciousCos KRMA 1.0 27.29 +0.25 .1602
EmlesRealEstCrd REC 2.3 25.54 +0.17 .0608 InnovS&P500UltJan UJAN ... 29.86 +0.09 ... iShBds2022TermHY IBHB 5.4 24.27 ... .1097 ProShS&PTechDiv TDV 1.1 52.81 +0.46 .1664 FT BICK BICK .4 37.60 +1.12 .1165 GlbX Cybersec BUG .7 28.24 –0.49 .0004
EsotericaNextG WUGI ... 50.33 +0.23 ... InnovS&P500UltrJul UJUL ... 26.46 +0.12 ... iShInflHdgCpBd LQDI 2.3 29.17 +0.10 .0531 ProShShortUSDEmgBd EMSH 2.9 73.46 +0.18 .1855 FT BrazilAlpha FBZ 2.6 13.40 +0.14 .055 GlbXDAXGermany DAX 2.3 30.80 –0.09 .40

er s
FTCboeVestBf BUFR ... 21.48 +0.14 ... InnovS&P500UltJun UJUN ... 27.98 +0.03 ... iShIntlAggregateBd IAGG 1.9 56.21 +0.15 .0476 ProShShtVIXST SVXY ... 41.44 –0.06 ... FT BuyWrite FTHI 4.8 20.18 –0.15 .08 GlbXDataCtr VPN .6 15.58 +0.40 .0462
FTCboeVestGr100Dec QDEC ... 20.08 +0.18 ... InnovS&P500Ultra UMAR ... 27.77 +0.12 ... iShIntlDivGrowth IGRO 2.4 63.10 +0.78 .3253 ProShTrMgdFut FUT 1.1 40.27 +0.31 .0564 FT CEFIncmOpp FCEF 5.0 22.53 +0.16 .09 GlbXecomm EBIZ .4 31.83 –0.02 .1331
FTCboeVestIntlDec YDEC ... 20.19 +0.14 ... InnovS&P500UltMay UMAY ... 27.35 +0.06 ... iShLiquidityIncm ICSH 1.2 50.52 +0.01 .0246 ProShUltVIXST UVXY ... 10.65 –0.11 ... FT CA MuniHi FCAL 2.1 54.10 +0.11 .095 GlbXEdu EDUT ... 18.13 +0.02 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

FTCboeUSBuffJul FJUL ... 33.02 +0.17 ... InnovS&P500UltN UNOV ... 28.29 +0.14 ... iShMSCIArgentina AGT .9 26.02 +0.19 .1711 ProShsVIXMTFut VIXM ... 36.70 +0.11 ... FT CapStrength FTCS .9 67.50 +0.74 .2077 GlbX EM Internet EWEB ... 16.07 +0.84 ...
FTCboeUSBuffAug FAUG ... 34.72 +0.24 ... InnovS&P500UltO UOCT ... 26.95 +0.16 ... iShMSCIChileCapped ECH 2.2 30.21 +0.48 .1472 ProShsVIXSTFut VIXY ... 13.74 –0.11 ... FT ChinaAlphaDEX FCA 4.1 28.78 +0.88 .2061 GlbXFinTech FINX ... 46.71 –0.24 ...
FTCboeUSBuffDec FDEC
FTCboeUSBuffFeb FFEB
...
...
30.65
33.08
+0.34
+0.08
...
...
InnovS&P500UltSep USEP ...
InnovS&PHiQualPfd EPRF 4.9
InnovTripleStkOct TSOC ...
m er
27.14
24.74
28.15
+0.12
–0.01
+0.15
...
.1316
...
iShMSCIChinaAETF CNYA
iShMSCIDenmarkCap EDEN
iShMSCIEmgMulti EMGF
1.1
.4
1.9
42.57
97.61
49.13
+1.64
+1.10
+1.29
.3541
.0472
.5472
RareviewDynFx
RareviewTaxAdv RTAI
RevWeightUSLC RVRS
RDFI 1.0
.5
1.9
26.93
26.17
18.72
+0.11
+0.31
+0.21
.1788
.0694
.3525
FT CloudComp SKYY .2
FT DevIntlEquity RNDM 1.1
95.03
52.46
–1.84
+0.59
.0443
.3079
GlbXGen&Biotech GNOM .0
GlbX Health&Well BFIT .5
GlbXInternetThings SNSR .2
23.62
25.57
31.79
–1.96
+0.11
+0.26
.0324
.0979
.0642
FTCboeUSBuffJun FJUN ... 34.07 +0.19 ... FT DevMkts FDT 2.4 56.53 +0.79 .8998
FTCboeUSBuffMay FMAY ... 34.47 +0.06 ... Innov20+YTrBd5Jl TFJL ... 24.48 +0.06 ... iShMSCIEurozone EZU 2.1 44.08 –0.05 .623 SPDRDoubleEMFixed EMTL 3.3 51.21 +0.20 .1155 FT DevMktsXUS FDTS 2.0 42.49 +0.81 .4026 GlbXLongevityThem LNGR .4 27.92 +0.09 .055
FTCboeUSBuffNov FNOV ... 35.19 +0.27 ... Innov20+YTrB9BfJul TBJL ... 24.59 +0.06 ... iShMSCIFinlandCap EFNL 2.9 44.29 +0.40 .5702 SPDRDoubleShDurTR STOT 1.7 49.83 –0.09 .0501 FT DorseyDyn5 FVC .2 31.06 –0.13 .0607 GlbXMSCISuperDiv EFAS 4.3 14.67 –0.13 .0525
FTCboeUSBuffOct FOCT ... 31.58 +0.31 ... InvscBalMulti PSMB 2.2 15.16 +0.10 .1334 iShMSCIGermanySC EWGS 1.1 75.39 +0.85 .3159 SabaClosedEndFds CEFS 8.6 19.52 –0.18 .14 FT DorseyFoc5 FV .1 40.47 –0.22 .025 GlbXMillThematic MILN .2 37.41 –0.15 .0572
FTCboeUSBuffSep FSEP ... 32.27 +0.24 ... InvscConsrvMulti PSMC 2.6 13.46 +0.05 .1377 iShMSCIGlbMet&MnPr PICK 2.3 36.85 +0.42 .4633 2ndVoteLifeNeutral LYFE .1 26.14 –0.03 .0264 FT DorseyIntl5 IFV 1.5 22.22 +0.34 .1087 GlbXNasd100Cv QYLD 11.2 22.80 –0.04 .2299
FTCboeUSDeepAug DAUG ... 33.12 +0.15 ... InvscFocDiscGrw IVDG ... 11.96 –0.19 ... iShMSCIGlSilverMin SLVP 2.4 17.10 +0.48 .3873 2ndVoteSocDef EGIS .1 26.92 +0.17 .026 FT DW Momentum DDIV 2.6 24.82 +0.21 .2207 GlXNasd100CCGrw QYLG 5.8 29.81 +0.25 .1493
FTCboeUSDeepDec DDEC ... 30.49 +0.18 ... InvscGrwMultAll PSMG 2.1 16.20 +0.13 .12 iShMSCIEAFEGrowth EFG .9 100.91 +1.43 .3525 SirenDivDefender DFND ... 36.64 +0.15 ... FT DW Mom&Low DVOL .6 24.55 +0.19 .0094 GlbX Robotics&AI BOTZ .2 33.14 +0.17 .0636
m rp
FTCboeUSDeepFeb DFEB ... 32.38 +0.16 ... InvscModConserv PSMM 2.9 14.54 +0.08 .1466 iShMSCIIndiaETF INDA .3 40.22 +0.86 .0316 SirenDivLdrsDiv LEAD .8 47.43 +0.30 .156 FT DW Mom DVLU 1.3 17.97 +0.02 .0729 GlbXS&PCathDvxUS CEFA 1.7 30.38 +0.29 .2562
FTCboeUSDeepJul DJUL ... 31.74 +0.10 ... InvscPureDevxNA PBDM 1.7 27.27 +0.38 .0531 iShMSCIIndiaSC SMIN 1.1 42.32 +1.08 .0495 SmartSustEnerII SULR ... 30.25 +0.63 ... FT DorseyWright DWPP .5 28.11 +0.02 .0093 GlbXS&P500Catholic CATH 1.2 46.20 +0.37 .3287
FTCboeUSDeepJun DJUN ... 32.45 +0.11 ... InvscPureFTSEEM PBEE 1.8 28.31 +0.61 .0377 iShMSCIKuwait KWT .5 27.34 +0.12 .0742 StrategyResRobust ROMO 1.0 25.05 +0.15 .2422 FTDorseyDALI1 DALI 1.3 21.74 –0.25 .0056 GlbXSocialMedia SOCL ... 61.78 +1.03 ...
FTCboeUSDeepMay DMAY ... 32.75 +0.07 ... InvscPureMSCIUSA PBUS 1.3 38.38 +0.32 .1278 iShMSCINorwayCap ENOR 2.4 25.09 +0.30 .3083 SwanHdgEqUSLC HEGD ... 16.68 +0.18 ... FT DJ IntlInt FDNI .2 45.39 +1.03 .0744 GlbXSuperDividAlt ALTY 9.2 11.69 +0.01 .0776
FTCboeUSDeepNov DNOV ... 33.31 +0.02 ... InvscPrMSCIUSASC PBSM 1.1 33.54 –0.33 .1988 iShMSCI UK SC EWUS 2.0 42.23 –0.08 .4099 3DPrintingETF PRNT ... 31.47 –0.69 ... FT MultAsstDiv MDIV 6.0 15.03 +0.02 .0605 GlbXSuperDivdREIT SRET 8.9 8.89 –0.01 .055
FTCboeUSDeepOct DOCT ... 30.92 +0.15 ... InvscPureUSAggBd PBND 2.5 26.71 +0.06 .1666 iShMSCIEAFEValue EFV 2.4 47.20 +0.17 .6378 TrendAggSG TEGS .0 26.42 –2.90 3.0537 FT NasdTechDiv TDIV 2.1 49.47 +0.55 .4005 GlbXTelemed EDOC .0 19.28 –0.19 .0064
FTCboeUSDeepSep DSEP ... 31.12 +0.14 ... InvscPure0-5YTIPS PBTP 1.2 25.89 +0.04 .2316 iShMornMultiAsst IYLD 4.4 24.07 +0.16 .1328 TrendAggUS TAEQ .0 26.06 –1.91 2.1143 FT EM Alphadex FEM 2.7 25.28 +0.63 .4512 GlbX ThemGrwth GXTG .5 43.74 –1.17 .1874
FidelityBlueChipGr FBCG .0 28.54 +0.04 .002 InvscRealAssets IVRA ... 11.80 +0.11 ... iShNorthAmNatRscs IGE 3.3 23.29 –0.05 .2041 TrimDonForRisk DFNV .0 25.98 –0.09 .0053 FT EM EquitySel RNEM 3.0 46.73 +0.34 .3285 GlbXVideoGames HERO .7 31.05 +0.22 .2069
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

FidelityBlueChipV FBCV .6 24.06 +0.28 .043 InvscRuss1000Dyn OMFL 1.5 39.73 +0.40 .1903 iShRussell2500 SMMD 1.3 56.76 –0.50 .25 TrimDonForTact DFHY .4 25.17 –0.03 .0925 FT EM LocalCurr FEMB 5.3 38.06 –0.06 .155 GlbXYieldCo&Renew YLCO 3.0 18.15 +0.17 .1031
FidelityLowDurBd FLDR 1.3 51.04 –0.02 .029 InvscRs1000EnhEW USEQ 2.8 30.98 +0.25 .2595 iShIntlPfdStock IPFF 4.0 15.58 +0.05 .0478 TrimTabsIntlFrCsh TTAI .6 31.89 +0.21 .2029 FT EM SC Alpha FEMS 2.9 41.09 +1.20 .2508 HighlandSrLoan SNLN 3.2 16.02 +0.04 .0233
FidelityNewMill FMIL .9 24.21 +0.20 .007 InvscRuss2000Dyn OMFS 1.1 32.95 +0.09 .1014 iShShortMaturityBd NEAR 1.5 50.17 +0.03 .0425 TrimTabsUSFrCsh TTAC .4 46.31 +0.16 .1894 FT EnhShtMat FTSM 1.2 60.04 ... .035 IQChaikinUSLC CLRG 1.6 28.88 +0.30 .1172
.1464
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FidelityStkInfl FCPI 5.6 25.61 +0.25 .543 InvscS&P500MinVar SPMV 1.7 33.95 +0.45 .1433 iShShrtMatMuniBd MEAR .9 50.23 ... .0146 TrueStructOutAug AUGZ ... 27.83 +0.34 ... FT EuropeAlpha FEP 2.3 38.14 –0.31 .4782 IQ Chaikin US SC CSML 1.0 29.19 –0.25
FidelityTargEM FDEM 2.2 27.29 +0.99 .102 InvscS&PIntlDev IDHD 3.8 25.67 +0.39 .1873 iShCohen&StrsREIT ICF 4.1 53.88 +1.01 .3645 TrueStructOutDec DECZ ... 25.43 +0.28 ... FTEurozoneAlpha FEUZ 1.5 42.21 +0.15 .2173 InvscActMgdETC PDBC .0 15.26 +0.11 .0013
FidelityTargIntl FDEV 2.0 27.59 +0.33 .044 InvscS&PSCHiDiv XSHD 5.6 20.03 –0.01 .0625 iSh25+YTrStrip GOVZ 1.5 23.70 +0.13 .0296 TrueStructOutJul JULZ ... 29.14 +0.38 ... FT GerAlpha FGM 1.3 51.28 +0.36 .2873 InvscBldrSEM50ADR ADRE 1.0 56.31 +1.88 .2038
FTLuntUSFactor FCTR .4 29.49 –0.55 .0017 InvscS&PSCQuality XSHQ 1.2 32.00 +0.08 .0909 iShUS Div&Buyback DIVB 2.1 33.15 +0.42 .1846 TrueStructOutNov NVMZ ... 27.59 +0.30 ... FT GlTactCommod FTGC ... 19.33 +0.34 ... InvscBS2030CorpBd BSCU 2.0 20.35 +0.07 .0381
FlexShCredScUSLg LKOR 2.8 62.87 +0.25 .5493 InvscSelectGrw IVSG ... 12.10 +0.16 ... iShUSInfr IFRA 2.1 29.99 +0.26 .0644 TrueStructOutOct OCTZ ... 27.14 +0.36 ... FTHdgBuyWriteIncm FTLB 3.3 20.20 –0.04 .055 InvscBull2028CpBd BSCS 2.5 23.62 +0.07 .0413
FlexMrnUSMktFtrTlt TILT 1.5 144.74 +0.90 .6828 InvscUSLCCoreESG IVLC ... 12.09 +0.15 ... iShUSSCValue SVAL 1.1 24.60 +0.03 .0688 TrueStructOutSep SEPZ ... 26.52 +0.32 ... FT IPOXEurEq FPXE 1.3 29.01 +0.13 .2332 InvscBull2025CpBd BSCP 2.4 22.63 +0.06 .0347
F

FlexSTOXXGlbESGImp ESGG 1.4 124.46 +1.67 .4499 iPathS&P500DynVIX XVZ ... 37.45 +0.15 ... iShUSTreasuryBdETF GOVT 1.3 27.24 –0.10 .0215 UphldgsCompKings KNGS ... 25.05 ... ... FT GlblAgri FTAG 1.7 26.40 +0.44 .1098 InvsBull25HYCpBd BSJP 5.0 24.51 +0.07 .0943
FlexSTOXXUSESGImp ESG 1.3 91.44 +1.33 .3534 iPathS&PMLPETN IMLP 10.7 9.41 –0.25 .2207 JPMBetaCanada BBCA 2.4 26.83 –0.23 .2212 VanEckAMTFrIntMuni ITM 2.0 52.04 –0.07 .0714 FT GlbNatRscs FTRI 3.6 11.84 +0.11 .0733 InvscBull2024CpBd BSCO 2.4 22.39 +0.05 .0395
FlexShUSQualLC QLC 1.4 41.07 +0.37 .146 iPathBS&P500VIXMid VXZ ... 30.77 –0.19 ... JPMBetaDevAsia BBAX 2.6 27.06 +0.12 .0999 VanEckAMTFrLgMun MLN 2.5 21.71 –0.11 .411 FTIndiaNifty50EW NFTY .6 38.38 +0.33 .0132 InvsBull24HYCpBd BSJO 4.5 24.92 +0.02 .0869
FormulaHdgGrwth FFHG .4 30.27 +0.11 .0734 iPathS&P500VIX VXX ... 16.79 –0.09 ... JPMBetaEurope BBEU 2.3 26.12 +0.04 .1851 VanEckAMTFrShMuni SMB 1.5 18.11 –0.04 .0222 FTIndxxInnTran LEGR .9 37.52 +0.53 .0955 InvscBull2021CpBd BSCL 2.2 21.21 +0.02 .0753
FormulaFolIncm FFTI 2.1 24.35 ... .0209 iPath5-YearBear DFVS ... 13.35 –0.22 ... JPMBetaIntl BBIN 1.1 55.29 +0.37 .2488 VanEckCEFMuni XMPT 3.8 28.51 +0.36 .1083 FTIndxxNextG NXTG 1.0 69.20 +1.13 .2695 InvsBull21HYCpBd BSJL 4.0 23.10 +0.03 .067
FormulaFolSmartGrw FFSG 1.6 31.26 +0.29 .2996 iPathUSTrea5YrBull DFVL ... 84.83 +0.14 ... JPMBetaJapan BBJP 1.1 28.00 +0.72 .3145 VanEckHYMuni HYD 4.0 61.54 –0.01 .2073 FTIntlDevCapStr FICS ... 30.95 +0.42 ... InvscBull2027CpBd BSCR 2.5 22.39 +0.05 .0405
FormulaFolTactGrw FFTG 1.0 28.63 +0.25 .2199 iShAdCurrHdgMSCI DEFA 2.1 30.12 +0.21 .3567 JPMBetaUSREIT BBRE 3.2 79.15 +1.04 .9715 VanEckMdyBBBCpBd MBBB 2.2 25.35 +0.11 .047 FTIntlEquOpps FPXI .2 68.80 +1.40 .0126 InvscBull2026CpBd BSCQ 2.4 21.93 +0.04 .0366
FrankDisrComm BUYZ ... 51.54 –1.35 ... iShIntmGovt/CredBd GVI 1.8 117.64 +0.06 .1609 JPM Beta1-5Y BBSA 1.7 26.12 –0.01 .03 VanEckMdyIGCpBd MIG 2.1 25.28 +0.05 .0445 FT JapanAlpha FJP 1.0 51.62 +0.80 .1709 InvsBull26HYCpBd BSJQ 4.6 25.61 +0.06 .0903
FrankGenAdv HELX .0 44.29 –2.30 .0518 iShBrdUSDHYCpBd USHY 5.3 41.26 +0.12 .1716 JPMBetaUSEquity BBUS 1.4 68.81 +0.73 .2884 VanEckMornDur DURA 3.5 28.66 +0.10 .2522 FT LC CoreAlpha FEX 1.2 73.43 +0.01 .2494 InvscBull2023CpBd BSCN 2.4 21.90 +0.03 .0384
FrankIntMach IQM .0 43.43 +0.26 .0043 iShConvBond ICVT 1.1 96.55 –0.09 .2957 JPMCorePlusBd JCPB 1.8 55.75 +0.05 .1001 VanEckMornGlb GOAT 1.2 34.74 +0.39 1.0288 FT LC GrwthAlpha FTC .4 96.64 –1.21 .037 InvsBull23HYCpBd BSJN 4.7 25.38 +0.04 .0918
FrankHYCorp FLHY 5.5 26.62 +0.12 .0517 iShCoreMSCIEAFE IEFA 1.9 69.09 +0.50 .6123 JPMorganDisciplHY JPHY 4.7 51.90 +0.02 .1841 VanEckMornIntlMoat MOTI 2.1 33.65 +0.48 .72 FT LC US Equity RNLC 1.6 27.35 +0.05 .1152 InvscBull2022CpBd BSCM 2.3 21.75 +0.01 .1024
FrankIntlAggBd FLIA .6 25.55 +0.08 .0214 iShCurrHdgMSCIEAFE HEFA 2.1 30.47 +0.10 .2631 JPM IntlBdOpps JPIB 3.1 51.88 –0.19 .2876 VanEckMornWideMoat MOAT 1.5 62.00 +0.50 .9021 FT LC Value FTA 2.0 54.93 +0.67 .3597 InvsBull22HYCpBd BSJM 4.2 23.34 +0.04 .0754
FrankSrLoan FLBL 3.2 24.81 +0.09 .0005 iShCurrHdgMSCIEM HEEM 1.5 30.73 +0.78 .313 JPM Municipal JMUB 1.9 55.05 –0.02 .0704 VanEckMuni MAAX 2.7 24.91 –0.03 .0562 FT LatAmAlpha FLN 1.6 19.40 +0.22 .0693 InvscBS2028HY BSJS 4.5 25.70 +0.12 .1039
FranklinLib US FLQL 2.0 37.89 +0.42 .2354 iShIntlSelDividend IDV 5.5 29.47 +0.03 .2138 JPM UltShtIncm JPST 1.4 50.79 –0.03 .039 VanEckRussia RSX 3.3 24.15 +0.17 .7988 FT LowDurOpp LMBS 2.3 51.47 –0.06 .09 InvscBS2028MuniBd BSMS 1.8 26.19 +0.04 .0385

Nasdaq Issues
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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.
15.62 1.82 VOXX Intl VOXX ... dd 12.76 –1.48 ... 46.90 13.12 ViacomCBS A VIACA 2.5 17 37.82 +0.79 .24 26.66 15.13 WeycoGroup WEYS 6.1 dd 15.84 –0.47 .24 7.44 0.76 XiaobaiMaimai HX ... ... 2.47 +0.16 ...
45.56
41.99 13.83 VSE VSEC .9 dd 38.49 –2.22 .09 42.37 10.10 ViacomCBS B VIAC 2.6 17 37.26 +1.27 .24
W 17.92 Willdan WLDN ... dd 41.70 +0.34 ... 154.12 67.68 Xilinx XLNX 1.1 58 141.77 –0.22 .38
no

7.48 1.00 VyneTherap VYNE ... dd 1.58 –0.19 ... 74.05 25.10 ViaSat VSAT ... dd 32.65 –0.78 ... 61.97 14.11 WillisLease WLFC ... 13 30.46 –2.53 ... 21.27 9.01 Xperi XPER 1.0 dd 20.90 +0.10 .05
11.54 6.00 ValleyNatlBncp VLY 4.5 13 9.75 +0.04 .11 23.11 12.75 Viatris VTRS ... 36 18.74 +0.97 ... 220.97 143.34 WillisTowers WLTW 1.3 26 210.68 –1.13 .71 5.94 2.38 Xunlei XNET ... dd 2.89 –0.04 ...
16.96 7.12 VandaPharm VNDA ... 37 13.14 –0.14 ... 16.10 8.08 ViaviSolutions VIAV ... 98 14.98 +0.28 ... 19.98 6.61 WaveLifeSci WVE ... dd 7.87 –1.04 ... 29.50 3.20 WiMiHologram WIMI ... ... 5.76 –0.32 ... 55.22 14.16 Y-mAbsTherap YMAB ... dd 49.51 –3.99 ...
31.90 10.37 VarexImaging VREX ... dd 16.68 +0.43 ... 96.64 30.42 Vicor VICR ... cc 92.22 –1.66 ... 272.58 151.16 WD-40 WDFC 1.0 60 265.68 +4.75 .67 170.00 44.27 Wingstop WING .4 cc 132.55 –8.21 5.00 6.56 1.29 YRC Worldwide YRCW ... dd 4.43 –0.23 ...
180.00 48.95 VaronisSystems VRNS ... dd 163.61 –6.48 ... 24.96 10.18 VictoryCapital VCTR .9 9 24.81 +1.02 .07 45.48 17.84 WSFS Financial WSFS 1.1 23 44.88 +0.29 .12 215.00 115.00 Winmark WINA .5 24 185.80 +1.79 3.00 72.40 27.93 Yandex YNDX ... 70 69.58 +1.93 ...
2.06 0.90 VascularBiogenics VBLT ... dd 1.89 –0.03 ... 17.06 13.00 WVS Financial WVFC 2.8 12 14.33 –0.53 .10 71.90 22.02 WintrustFin WTFC 1.8 14 61.09 –0.83 .28 51.27 34.56 YorkWater YORW 1.6 37 46.60 –0.62 .1874
70.66 25.02 VielaBio VIE ... dd 35.97 –0.55 ... 47.19 9.75 WW Intl WW ... 19 24.40 –3.84 ... 5.60 1.87 WisdomTreeInvs WETF 2.2 dd 5.35 –0.15 .03 6.05 1.67 Yunji YJ ... dd 1.85 –0.19 ...
22.35 10.94 VastaPlatform VSTA ... ... 14.50 –0.53 ... 5.19 1.11 ViewRay VRAY ... dd 3.82 –0.32 ...
58.48 17.80 Vaxcyte PCVX ... dd 26.57 –1.39 ... 5.85 0.26 Waitr WTRH ... dd 2.78 –0.44 ... 18.49 3.90 WISeKey WKEY ... dd 7.09 +1.05 ... 9.01 2.06 ZAGG ZAGG ... dd 4.17 –0.02 ...
8.36 3.26 VikingTherap VKTX ... dd 5.63 –0.57 ... 59.78 33.36 WalgreensBoots WBA 4.7 81 39.88 +0.26 .4675 319.34 76.81 Wix.com WIX ... dd 249.96 –17.14 ... 5.11 1.80 Ziopharm ZIOP ... dd 2.52 –0.36 ...
19.83 7.42 VeecoInstr VECO ... dd 17.36 –1.64 ...
32.50 9.87 VelodyneLidar VLDR ... dd 22.82 –1.86 ...
27.88 16.48 VillageSuper A VLGEA 4.5 12 22.06 +0.27 .25 4.85 1.36 WandaSports WSG ... dd 2.50 ... ... 129.06 46.51 Woodward WWD .3 32 121.53 +0.53 .0812 135.66 38.64 ZaiLab ZLAB ... ... 135.34 +1.56 ...
14.41 0.05 VelodyneLidarWt VLDRW ... ... 8.51 –1.39 ... 8.97 4.20 ViomiTech VIOT ... 17 5.15 –0.25 ... 39.19 25.61 WarnerMusic WMG 1.3 dd 37.99 +0.54 .12 259.01 107.75 Workday WDAY ... dd 239.61 –9.15 ... 44.60 22.00 ZealandPharma ZEAL ... dd 35.94 +0.13 ...
9.00 1.60 VenusConcept VERO ... dd 1.73 –0.10 ... 26.83 4.98 ViperEnergyPtrs VNOM 3.4 dd 11.62 –0.18 .10 36.85 20.01 WashingtonFederal WAFD 3.4 11 25.74 +0.18 .22 124.02 43.16 WorldAcceptance WRLD ... 17 102.22 –1.21 ... 388.92 150.06 ZebraTech ZBRA ... 44 384.33 +7.44 ...
11.92 3.12 VeraBradley VRA ... 21 7.96 –0.14 ... 75.00 12.00 VirBiotech VIR ... dd 26.78 –2.76 ... 53.91 25.86 WashTrBcp WASH 4.6 12 44.80 +0.50 .52 153.41 35.84 WynnResorts WYNN .0 dd 112.83 –1.56 1.00 61.29 22.00 ZentalisPharm ZNTL ... dd 51.94 –5.26 ...
4.41 1.82 VircoMfg VIRC ... dd 2.53 +0.02 ... 19.62 12.10 WaterstoneFinl WSBF 4.3 7 18.82 +0.23 .20 149.44 18.65 Zillow A ZG ... dd 135.94 –7.92 ...
63.55 13.90 Veracyte VCYT ... dd 48.94 –6.86 ...
4.67
67.59
1.08
32.44
Verastem
VerintSystems
VSTM
VRNT
...
...
dd
cc
2.13
67.18
–0.17
+0.93
...
...
28.59
218.50
14.94
55.37
VirtuFinancial
VirtusInvtPtrs
VIRT
VRTS
3.8
1.5 30
6 25.17
217.00
+0.12
+2.14
.24
.82
36.79
26.50
10.86
9.52
Watford
WaysideTech
WTRE
WSTG
...
3.6
dd
22
34.60
19.10
–0.09
–0.30
...
.17 XYZ 144.30
52.48
20.04
23.58
Zillow C
ZionsBancorp ZION
Z ...
3.1
dd
18
129.80
43.44
–8.84
+0.10
...
.34
52.81 19.48 Virtusa VRTU ... 41 51.13 +0.04 ... 52.33 28.93 Weibo WB ... 25 40.99 –3.32 ... 9.46 2.84 Zix ZIXI ... dd 8.63 –0.18 ...
221.30 148.77 VeriSign VRSN ... 31 216.40 +1.81 ... 24.91 6.82 Wendy's WEN 1.3 48 21.92 –0.53 .07 46.32 14.14 XOMA XOMA ... dd 44.13 +0.88 ... 57.22 16.65 Zogenix ZGNX ... dd 19.99 –0.19 ...
210.66 116.61 VeriskAnalytics VRSK .5 51 207.59 +6.36 .27 136.10 38.69 Visteon VC ... dd 125.52 –0.37 ... 47.43 28.99 WernerEnterprises WERN .9 17 39.22 –0.33 .09 52.94 15.50 XP XP ... 57 39.67 –1.68 ... 588.84 65.81 ZoomVideo ZM ... cc 337.32 –37.85 ...
29.41 10.02 Veritex VBTX 2.7 16 25.66 +0.51 .17 43.30 24.18 VitalFarms VITL ... 94 25.31 –1.35 ... 38.05 17.46 WesBanco WSBC 4.3 18 29.96 +0.28 .32 26.40 8.72 XBiotech XBIT ... 1 15.65 –1.04 ... 64.40 30.83 ZoomInfoTech ZI ... dd 48.23 +3.39 ...
35.79 1.22 Veritone VERI ... dd 28.45 –2.24 ... 17.00 11.32 Vitru VTRU ... ... 14.75 +1.13 ... 25.68 13.74 WestBancorp WTBA 4.4 10 19.30 –0.11 .21 1.86 0.40 XcelBrands XELB ... dd 1.21 +0.07 ... 7.24 1.08 Zovio ZVO ... dd 4.74 +0.69 ...
15.71 2.01 VeronaPharma VRNA ... dd 7.00 –0.50 ... 20.53 11.46 Vodafone VOD 6.3 16 16.48 –0.23 .5325 69.08 46.94 WestamericaBncp WABC 3.0 19 55.29 +1.08 .41 76.44 46.58 XcelEnergy XEL 2.6 24 66.67 +2.04 .43 212.59 35.00 Zscaler ZS ... dd 199.71 –5.56 ...
17.60 6.02 VerricaPharm VRCA ... dd 11.51 –0.49 ... 14.20 4.18 Vonage VG ... dd 12.88 –0.88 ... 72.00 27.40 WesternDigital WDC .0 dd 55.39 +5.47 .50 47.85 19.35 Xencor XNCR ... dd 43.63 –2.45 ... 39.26 13.13 Zumiez ZUMZ ... 13 36.78 +0.77 ...
37.68 21.11 Vertex VERX ... dd 34.85 +0.74 ... 14.80 6.26 VoyagerTherap VYGR ... 7 7.15 –0.83 ... 9.68 4.45 WestNewEngBncp WNEB 2.9 18 6.89 +0.14 .05 18.45 7.00 XenonPharms XENE ... dd 15.38 +0.11 ... 7.45 2.55 ZynerbaPharma ZYNE ... dd 3.30 –0.12 ...
306.08 197.47 VertxPharm VRTX ... 23 236.34 +1.88 ... 75.49 32.00 Vroom VRM ... ... 40.97 –1.92 ... 6.22 0.70 WestportFuelSys WPRT ... dd 5.33 –0.10 ... 7.24 1.42 XerisPharm XERS ... dd 4.92 –0.53 ... 10.69 5.65 Zynga ZNGA ... dd 9.87 –0.04 ...
M20 BARRON’S January 4, 2021

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.
InvscBS2025MuniBd BSMP 1.3 25.97 –0.01 .0229 Nasdaq7HANDL HNDL 3.2 25.55 +0.20 .1473 AmplifyHiIncm YYY 9.8 15.93 –0.06 .13 DirexMSCILvL ESNG 1.3 57.49 +0.49 .1843 FrankFTSEEurHdg FLEH 1.9 24.01 +0.06 .3192 InspireGlblHope BLES 1.6 33.44 +0.13 .0697
InvscBS2024MuniBd BSMO 1.1 25.72 ... .0156 PacerEMCashCows ECOW 3.3 23.83 +0.26 .014 AmplifyOnlRetail XBUY ... 51.32 +0.29 ... DirexMoonInnov MOON ... 31.76 –1.28 ... FrankFTSEFrance FLFR 1.5 27.21 +0.11 .2332 InspireIntlESGETF WWJD 1.2 30.95 +0.16 .0984
InvscBS2024USDEM BSDE 3.5 26.31 +0.07 .0732 PrincipalHlthInnov BTEC .0 58.72 –2.87 .2154 AmplifyLithium BATT .2 15.81 +0.54 .0336 DirexNasd100EW QQQE .5 75.16 +0.74 .1132 FrankFTSEGermany FLGR 2.6 24.83 +0.10 .4064 Inspire100ETF BIBL 1.1 36.60 +0.40 .3413
InvscBull2029CpBd BSCT 2.2 21.80 +0.06 .03 PrincplMillennials GENY .7 57.91 +0.27 .1846 AmplifyOnlineRet IBUY .5 114.32 –2.63 .6164 DirexRs1000GrOvVal RWGV .3 104.82 +0.86 .158 FrankFTSE HK FLHK 3.1 26.08 +0.57 .5597 InspireS/MC Impact ISMD 1.0 29.89 –0.19 .0287
InvscBS2029MuniBd BSMT 1.8 26.13 +0.05 .0389 PrincipalQual PSET 1.1 47.24 +0.38 .134 AmpPureJrGold JGLD ... 27.95 +0.51 ... DirexRs1000ValOvGr RWVG 1.2 49.10 +0.71 .2734 FrankFTSEIndia FLIN .7 26.10 +0.53 .0575 InspireTactBal RISN .8 25.65 +0.31 .0149
InvscBS2021MuniBd BSML .8 25.32 +0.01 .0093 PrinUSMega USMC 1.6 35.67 +0.40 .1296 AmpSeymCannabis CNBS .6 17.45 –1.16 .101 DirexS&P500HiMin QMJ 1.3 57.89 +1.25 .2117 FrankFTSEItaly FLIY 2.3 24.80 ... .1759 InvscActvUSRlEst PSR 3.1 86.86 +1.44 .6996
InvscBS2021USDEM BSAE 3.7 25.30 +0.01 .0758 PrinUSSCMulti PSC 1.2 36.31 –0.22 .1487 AmplifyTransData BLOK 1.9 34.98 +1.38 .658 DirexWorkFrHome WFH .5 67.52 –0.91 .1367 FrankFTSEJapan FLJP 1.5 29.78 +0.54 .2396 InvscAero&Def PPA .9 67.87 +0.79 .0934
InvscBS27HYCpBd BSJR 4.5 25.62 +0.13 .1063 PrincipalValue PY 3.0 33.98 –0.14 .231 ArkFinInnov ARKF .0 49.71 –0.58 .0281 DirexWrldWithout WWOW ... 25.46 –0.43 ... FrankFTSEJapanHdg FLJH ... 28.26 +0.65 ... InvscCA AMT-Fr PWZ 2.3 28.00 –0.04 .0567
InvscBS2027MuniBd BSMR 1.5 25.79 +0.04 .0233 ProcureSpace UFO .7 25.49 –0.16 .1628 ArmorUSEquity ARMR 1.2 21.64 ... .2509 DistillateIntlFund DSTX .3 25.83 +0.43 .0187 FrankFTSELatAm FLLA 2.1 23.60 +0.12 .3379 InvscCEFIncmComp PCEF 7.5 22.43 +0.27 .1363
InvscBS2026MuniBd BSMQ 1.6 25.88 +0.01 .0203 ProShEquRising EQRR 2.2 38.05 +0.39 .27 ArrowDJGlobalYd GYLD 7.4 13.23 –0.04 .0418 DistillUSFundSt DSTL .8 36.32 +0.37 .303 FrankFTSEMexico FLMX 1.5 21.58 +0.36 .1897 InvscChinaTech CQQQ .5 82.33 +3.58 .3859
InvscBS2023MuniBd BSMN 1.0 25.62 ... .0124 ProShUltNdBio BIB ... 86.32 –5.27 ... AvantisCoreFixIncm AVIG 1.3 50.41 +0.14 .045 EmgqEM Internet EMQQ .2 63.58 +2.18 .1135 FrankFTSERussia FLRU 6.7 25.03 +0.19 1.6797 InvscCleantech PZD .2 75.13 +0.43 .0798
InvscBS2023USDEM BSCE 3.7 26.42 +0.06 .0807 ProShUltPrQQQ TQQQ .0 181.80 +7.15 .0003 AvantisCrMuniFx AVMU ... 50.24 +0.05 ... ETFMGAltHarvest MJ 4.6 14.35 –0.65 .10 FrankFTSESaudiAr FLSA 2.2 26.35 –0.12 .1748 InvscCurrShAUD FXA .0 76.83 +1.11 .0058
InvscBS2022MuniBd BSMM .9 25.46 ... .0077 ProShUltShtQQQ SQQQ 2.1 15.18 –0.65 .3262 AvantisEM AVEM 1.6 61.78 +1.77 .6411 ETFMG PrimeCyber HACK 1.1 57.56 –0.81 .04 FrankFTSESAfrica FLZA 4.1 23.24 +0.01 .5605 InvscCurrShGBP FXB ... 132.12 +1.28 ...
InvscBS2022USDEM BSBE 3.9 25.95 +0.01 .08 ProShUltShNdBtech BIS .5 23.54 +1.30 .1057 AvantisIntlEquity AVDE 1.6 57.19 +0.58 .5418 ETFMGPrmJrSilv SILJ 1.2 16.31 +0.72 .20 FrankFTSE SKorea FLKR 1.0 30.59 +1.42 .304 InvscCurrShCAD FXC .2 77.31 +0.55 .0559
InvscBuyBackAch PKW 1.5 73.34 +0.89 .2311 SPDRDorseyWrightFx DWFI 2.8 26.26 +0.13 .1355 AvantisIntlSCValue AVDV 1.7 57.11 +0.63 .6557 ETFMG PrimeMob IPAY ... 66.52 +0.85 ... FrankFTSESwitz FLSW 2.3 30.63 +0.68 .058 InvscCurrShEuro FXE ... 114.74 +0.27 ...
InvscDWABasicMatl PYZ 1.0 71.56 +0.83 .1531 SimplifyGrwEq QQC .6 26.57 +0.39 .0431 AvantisShortTrmFix AVSF .6 50.24 +0.04 .0188 ETFMGSitUltra VALT 1.5 49.77 +0.02 .032 FrankFTSETaiwan FLTW 2.1 36.77 +0.76 .7677 InvscCurrShJPY FXY ... 91.46 +0.37 ...
InvscDWAConsCyc PEZ .4 76.07 –3.08 .0839 SirenLCBlend SPQQ .9 28.79 +0.37 1.462 AvantisUSEquityETF AVUS 1.2 63.00 +0.49 .2241 ETFMG TravelTech AWAY .0 25.90 +0.86 .01 FrankFTSE UK FLGB 2.7 22.33 –0.06 .2767 InvscCurrShCHF FXF ... 102.97 +0.71 ...
InvscDWACnsStpls PSL .8 86.64 –0.44 .174 SirenNasdNexGen BLCN .6 40.75 +1.18 .1022 AvantisUSSCValue AVUV 1.2 56.84 –0.18 .2885 ETFMG Treat GERM 1.8 31.10 –1.98 .285 FrankFedIntTxFr FLMI 2.1 26.35 +0.03 .0428 InvscDBComm DBC ... 14.70 +0.10 ...

.
InvscDWADevMkt PIZ .4 33.80 +0.34 .0178 SoFiGigEcon GIGE .3 36.59 –0.70 .124 AwareUltShDur AWTM 1.6 49.87 ... .03 ETRACSAlerianMLP AMUB 10.9 8.72 –0.16 .212 FrankFedTxFrBd FLMB 2.1 27.39 ... .0224 InvscDBAgriFd DBA ... 16.14 +0.31 ...
InvscDWAEMMom PIE 1.3 22.87 +0.47 .1136 VanEckBiotech BBH .4 169.69 –4.03 .6079 BNYMellonCoreBd BKAG 1.7 50.63 +0.03 .0705 ETRACSAlernMLPInfr MLPB 11.9 11.87 –0.27 .3143 FrankInvGradeCp FLCO 3.1 27.08 –0.15 .0831 InvscDBBaseMet DBB ... 17.26 –0.38 ...
InvscDWAEnerMom PXI 1.7 17.59 ... .0216 VanEckFallAnglHYBd ANGL 4.7 32.10 –0.03 .1267 BNYMellonEM BKEM 2.4 72.49 +1.45 .5258 EtracsAlerianMid AMND 9.9 26.87 –0.43 .6682 FrankShtDurUSGovt FTSD 1.5 95.75 –0.03 .1163 InvscDBEnerFd DBE ... 10.84 +0.02 ...

ly
InvscDWAFinMom PFI 1.6 43.06 +0.29 .0671 VanEckGaming BJK .5 46.84 –0.10 .2222 BNYMellonHYBeta BKHY 5.9 56.20 –0.52 .2718 EtracsAlerMidstr AMNA 8.5 25.27 –0.44 .536 FrankSysStyle FLSP .3 19.66 +0.07 1.5369 InvscDBG10Curr DBV ... 24.02 +0.07 ...
InvscDWAHlthcrMom PTH ... 160.07 –4.37 ... VanEckPharm PPH 1.7 66.47 +0.96 .2662 BNYMellonIntl BKIE 2.0 67.11 +0.24 .3027 EtracsAlerMid AMTR ... 28.49 –0.37 ... FrankUSCoreBd FLCB 2.5 26.15 –0.20 .1689 InvscDBGoldFd DGL ... 55.35 +0.58 ...
InvscDWAIndlsMom PRN .1 92.96 –0.15 .0079 VanEckRetail RTH .6 157.08 +1.25 1.0027 BNYM ShDurCpBd BKSB 1.7 51.73 –0.17 .2022 ETRACSBloomETN DJCB ... 14.61 +0.20 ... FrankUSLowVol FLLV 1.4 42.31 +0.45 .2183 InvscDBOilFund DBO ... 8.43 +0.02 ...
InvscDWAMom PDP .1 87.75 –0.41 .0237 VanEckSemiconduc SMH ... 218.42 +3.55 ... BNYM LC Core BKLC 1.1 71.19 +0.68 .1782 EtracsM1.5XLevCEF CEFD 10.7 29.22 +0.35 .242 FrankUSTreaBd FLGV 1.7 24.96 +0.01 .0418 InvscDBPrecMetls DBP ... 52.76 +0.64 ...
InvscDWASCMom DWAS .2 75.29 –2.42 .0232 VanEckVideoGam ESPO .1 70.01 +1.29 .0849 BNYM US MC Core BKMC 1.1 77.53 –0.20 .2034 EtracsM1.5XLevMtg MVRL 11.3 40.16 +0.26 .1385 FrankUltraShBd FLUD 1.7 24.98 –0.04 .0156 InvscDBSilverFd DBS ... 37.38 +0.92 ...
InvscDWATechMom PTF ... 140.68 –4.15 ... VangdEM GovBd VWOB 4.2 82.30 +0.23 .2618 BNYM US SC Core BKSE 1.1 84.08 –1.01 .2262 ETRACSMonthPay2x SMHB 16.9 8.14 –0.11 .0812 FranklinLibEM FLQE 2.7 29.33 +0.43 .7622 InvscDBUSDBear UDN ... 21.77 +0.08 ...
InvscDWAUtilMom PUI 2.4 31.73 +0.64 .1623 VangdGlblxUS RE VNQI .9 54.31 +0.69 .5053 BallastSmMid MGMT ... 26.71 +0.29 ... ETRACS2xLvHiDiv HDLB 16.2 11.44 +0.14 .1501 FranklinLibQGlbDiv FLQD 2.9 31.47 +0.30 .2541 InvscDBUSDBull UUP ... 24.24 –0.11 ...

on
InvscDivAchvrs PFM 1.9 32.88 +0.38 .165 VangdIntrCorpBd VCIT 2.6 97.14 +0.26 .0569 BarclyiPathBCarbon GRN ... 64.02 +0.29 ... ETRACSNYSEPick PYPE 11.1 14.13 –0.27 .3658 FranklinGlbEquity FLQG 2.5 35.89 +0.42 .4733 InvscDefEquity DEF 1.3 59.16 +0.59 .794
InvscIntLowBeta IDLB 1.2 29.43 +0.42 .1543 VangdIntermTrmTrea VGIT 1.5 69.42 +0.08 .1364 Barrons400ETF BFOR 1.0 49.77 +0.06 .4875 EtracsQ1.5XLevWf BDCX 12.6 29.77 +0.54 1.049 FranklinIntlEquity FLQH 3.6 25.30 +0.17 .5747 InvscDJIADiv DJD 3.5 38.22 +0.42 .3025
InvscFTSEUS1500SM PRFZ .9 150.94 –0.58 .3136 VangdIntlDivApp VIGI 1.3 81.39 +1.12 .3836 BlkRkFutureHlth BMED ... 30.08 –0.37 ... EtracsQ1.5XLevAl MLPR 8.3 22.56 –0.57 .9332 GadsdenDynMult GDMA 1.6 31.27 +0.34 .1273 InvscDynBiotech PBE .0 70.13 –2.06 .029
InvscGlblWater PIO .9 34.93 +0.34 .0819 VangdIntlHiDiv VYMI 3.2 60.78 +0.37 .5876 BlkRkFutInnov BFTR ... 46.50 –1.54 ... ETRACS2xM092548 PFFL 9.7 19.38 +0.20 .146 GlblBetaLowBeta GBLO 1.5 21.63 +0.21 .1125 InvscDynBuilding PKB .3 41.16 –0.62 .0193
InvscGoldenDragon PGJ .3 63.87 +3.85 .0817 VangdLTCorpBd VCLT 3.2 111.07 +0.27 .2789 BlkRkFutureTech BTEK ... 34.65 –0.06 ... ETRACSUBSBloomberg UCIB ... 15.23 +0.13 ... GlbBetaRisingStars GBGR .7 22.58 –0.46 .054 InvscDynEnerExpl PXE 4.1 10.14 –0.05 .1624
InvscHYEquDivAch PEY 4.3 17.38 +0.13 .0618 VangdLong-TermTrea VGLT 1.8 95.86 +0.24 .1336 BlkRkUSEqRotat DYNF 1.5 31.62 +0.24 .1309 ETRACSWFBusDev BDCZ 10.0 16.23 +0.28 .3773 GlbBetaSmartIncm GBDV 4.5 17.50 +0.12 .1872 InvscDynFood&Bev PBJ 1.1 35.88 +0.34 .1163
InvscIntlBuyBkAch IPKW 1.5 38.40 +0.33 .0891 VangdMBS VMBS 1.8 54.07 +0.06 .0985 BlueHorizBNE BNE .0 27.86 +0.21 .0044 ElemntsRogrAgri RJA ... 6.58 +0.26 ... GlbXAdaptiveUS AUSF 2.9 25.67 +0.16 .0615 InvscDynLCGrw PWB .2 67.58 –0.02 .0183
InvscIntlDivAch PID 3.2 15.35 –0.05 .1139 VangdRuss1000 VONE 1.5 175.21 +1.72 .8011 BlueStarIsrael ITEQ .6 68.74 –0.82 .39 ElemntsRogrEngy RJN ... 1.63 ... ... GlbXCopperMiners COPX 1.3 30.36 +0.43 .3226 InvscDynLCValue PWV 2.7 38.56 +0.45 .244
InvscKBWBank KBWB 2.6 50.38 +0.90 .3299 VangdRuss1000Grw VONG .8 247.81 +1.81 .6246 BreakwDryBulk BDRY ... 7.70 +0.14 ... ElemntsRogrMtls RJZ ... 10.13 +0.03 ... GlbX EM Bd EMBD 3.4 27.74 –0.27 .375 InvscDynLeisure PEJ .9 40.03 +0.63 .2817
VangdRuss1000Val VONV 2.2 119.82 +1.41 .7726 .1822

us ,
InvscKBWHiDvYdFn KBWD 9.7 16.56 +0.12 .1115 CP HY Trend HYTR 3.3 24.07 +0.09 .1701 ElemntsRogrTr RJI ... 4.95 +0.07 ... GlbXFTSENordReg GXF 1.1 27.24 +0.05 InvscDynMarket PWC 1.1 105.88 –3.91 .2234
InvscKBWPrEquREIT KBWY 10.3 20.71 +0.10 .1403 VangdRuss3000 VTHR 1.4 174.08 +1.63 .7498 CabanaTargetDraw5 TDSA .6 24.19 +0.07 .1468 ElemntsSpectrmLC EEH ... 27.11 +0.56 ... GlbX FTSE SE Asia ASEA 2.3 14.47 –0.08 .0979 InvscDynMedia PBS .3 46.10 ... .0926
InvscKBWP&CIns KBWP 1.9 68.28 +1.07 .3897 VangdRuss2000 VTWO .9 158.27 –2.37 .6796 CabanaTargetDrawdown7 TDSB .5 24.41 +0.09 .1126 ElemntsBiofuels FUE ... 6.60 +0.16 ... GlbX GoldExplorers GOEX 2.6 35.10 –0.63 .8955 InvscDynNetwkg PXQ .2 84.45 –0.96 .0039

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InvscKBWRegBkg KBWR 2.9 47.30 +0.19 .3565 VangdRuss2000Grw VTWG .5 208.55 –5.52 .3871 CabanaTargetDraw16 TDSE .7 24.76 +0.03 .1698 ElemntsGrain GRU ... 3.52 –0.07 ... GlbX GuruIndex GURU 2.7 43.81 –0.99 .9019 InvscDynOil&GasSv PXJ 4.7 2.92 –0.02 .0249
InvscNasdNext100 QQQJ .4 30.87 –0.38 .0289 VangdRuss2000Val VTWV 1.5 115.49 –0.19 .8044 CabanaTargetDraw10 TDSC .5 24.64 +0.10 .1335 EnSelectSectorSPDR XLE 5.6 37.90 –0.22 .5201 GlbXLithium&Batt LIT .4 61.89 +2.65 .0879 InvscDynPharm PJP .8 71.40 +0.64 .1305

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InvscNasd100 QQQM .6 128.91 +1.72 .2063 VangdSTCpBd VCSH 2.3 83.25 +0.13 .1309 CabanaTargetDraw13 TDSD .6 24.91 +0.13 .1451 ER Entrepreneur30 ENTR .0 26.16 –1.48 1.6517 GlbX MLP&Energy MLPX 8.3 26.95 –0.51 .5654 InvscDynSemicon PSI .2 104.93 +1.76 .0184

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InvscNasdInt PNQI ... 228.20 –0.35 ... VangdShtTmInfltn VTIP 1.2 51.10 +0.10 .333 CannabisETF THCX 4.8 12.50 –0.59 .0478 ERNonUSSC ERSX .5 23.23 +0.27 .1146 GlbX MLP MLPA 13.8 27.42 –0.46 .90 InvscDynSoftware PSJ .0 153.82 –6.24 .0559
Invsc1-30LadTrea PLW 1.0 38.43 +0.09 .0273 VangdShortTermTrea VGSH 1.1 61.60 –0.02 .2195 CapLinkNextGen KOIN .4 37.48 +0.48 .1534 EthoClimateLeader ETHO .8 53.10 +0.28 .17 GlbXMSCIArgentina ARGT .3 30.38 +0.07 .0854 InvscEMSovDebt PCY 4.4 28.84 +0.15 .105
InvscQQQI QQQ .6 313.74 +4.18 .5613 VangdTotalBd BND 2.2 88.19 +0.18 .0372 CapNextVehicles EKAR .5 36.87 +0.78 .1659 FIEnhEurope50ETN FIEE ... 156.02 +2.80 ... GlbXMSCIChinaCm CHIC 1.5 26.88 +0.51 .3097 InvscFinlPfd PGF 4.9 19.21 +0.06 .078
InvscRAFIStDvxUS ISDX 2.0 27.29 +0.30 .0988 VangdTotalCpBd VTC 2.7 94.17 +0.31 .19 ChgFinUSLCFoss CHGX .6 28.72 +0.12 .1678 FidelityCorpBd FCOR 2.7 57.24 +0.15 .11 GlXMSCIChinaCnsDisc CHIQ .1 35.58 +1.96 .0224 InvscFTSEDvMktxUS PXF 2.1 42.44 +0.19 .1624
InvscRAFIStratEM ISEM 2.7 26.85 +0.61 .1619 VangdTotIntlBd BNDX 1.0 58.55 +0.09 .0894 ChangeCapL/S CBLS ... 23.28 –0.15 ... FidelityDivRising FDRR 3.4 36.81 +0.40 .185 GlbXMSCIChCS CHIS .7 34.42 +1.26 .1214 InvscDevMktxUSSM PDN 1.8 34.56 +0.38 .1855

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InvscRAFIStratUS IUS 1.7 31.18 +0.24 .1432 VangdTotIntlStk VXUS 2.1 60.16 +0.80 .5903 ChangeCapSust CBSE ... 23.84 –0.14 ... FidelityHiDiv FDVV 3.9 32.10 +0.26 .227 GlbXMSCIChinaEner CHIE 3.9 8.43 –0.10 .2018 InvscFTSERAFIEM PXH 2.8 21.16 +0.42 .071
InvscRAFIStrUSSm IUSS .8 29.29 ... .069 VangdTotWorldBd BNDW 1.6 82.20 +0.14 .0987 ClearSharesOCIO OCIO 2.1 30.07 –0.17 .2427 FidelityHYFactor FDHY 4.7 55.58 +0.10 .198 GlbXMSCIChinaFinl CHIX 2.2 15.41 +0.26 .3032 InvscFTSEUS1000 PRF 2.0 133.20 +1.40 .6025
InvscR1000LoBeta USLB 2.4 35.16 +0.50 .1774 VicShDevEnhVol CIZ 1.5 31.37 +0.34 .1136 ClearPitonInt PIFI ... 100.16 +0.16 ... FidelityIntlHiDiv FIDI 3.8 18.33 +0.05 .088 GlbXMSCIChinaHC CHIH .1 26.66 +0.60 .0171 InvscFundHYCpBd PHB 3.9 19.44 +0.05 .062
InvscS&PSCCnsDisc PSCD .6 81.45 –1.23 .0937 VicShDivAccel VSDA 1.5 39.62 +0.46 .1807 ClearUltShMat OPER .6 100.08 –0.04 .0533 FidelityIntlValue FIVA 3.0 21.85 +0.12 .12 GlbXMSCIChinaIndls CHII 1.5 14.90 +0.36 .1807 InvscFundInvCpBd PFIG 2.4 27.46 +0.05 .156
InvscS&PSCCnsStpl PSCC 1.6 87.04 –0.12 .5263 VicShEMHiDivVol CEY 3.7 22.07 +0.29 .0354 ColumbiaDivFixed DIAL 2.6 22.09 +0.06 .0422 FidelityLtdTermBd FLTB 1.6 52.88 +0.04 .049 GlbXMSCIChinaIT CHIK .4 33.64 +1.18 .0133 InvscGlbClnEner PBD .5 34.75 +0.32 .0204
InvscS&PSCEner PSCE .9 4.39 –0.12 .0046 VicShIntlHiDivVol CID 3.3 29.77 +0.21 .1662 ColumbiaEMCoreXCh XCEM 1.6 30.02 +0.67 .49 FidelityLowVol FDLO 1.7 42.71 +0.41 .136 GlbXMSCIChLC50 CHIL .9 39.51 +1.59 .2426 InvscGlblPrvEqu PSP 4.7 13.48 +0.23 .1823
InvscS&PSCFinls PSCF 3.6 48.94 +0.14 .4462 VicShIntlVolWtd CIL 1.7 41.80 +0.66 .1251 ColumbiaEMConsumer ECON .6 28.19 +0.75 .1786 FidelityCommSvs FCOM .8 45.50 +0.63 .068 GlbXMSCIChinaMatls CHIM 1.8 21.72 +0.38 .2116 InvscGlbShrtHYBd PGHY 5.5 22.20 +0.03 .1004
InvscS&PSCHlthCr PSCH ... 169.89 –0.36 ... VicShNasdNext50 QQQN .4 31.71 –0.52 .0367 ColumbiaIndiaCnsmr INCO .3 48.19 +1.11 .1646 FidelityMSCICnDisc FDIS .7 71.50 +0.78 .102 GlbXMSCIChRlEst CHIR 4.7 15.79 –0.25 .4816 InvscIndia PIN .7 23.21 +0.41 .1667
InvscS&PSCIndls PSCI .6 79.73 +0.37 .1149 VicShProtectAmer SHLD 1.0 29.21 +0.17 .0473 ColumbiaMultMun MUST 2.2 22.43 +0.03 .0769 FidelityMSCICnStpl FSTA 3.2 40.68 +0.43 .289 GlbXMSCIChUtil CHIU 2.6 15.29 ... .2499 InvscIntlCpBd PICB 1.1 30.22 +0.40 .061
InvscS&PSCInfTech PSCT .1 122.48 +0.68 .0197 VicShTopVetEmp VTRN 1.2 28.09 +0.44 .0584 ColumbiaResEnhCore RECS 1.0 24.58 +0.22 .2678 FidelityMSCIEn FENY 5.6 10.15 –0.06 .103 GlbXMSCIColombia GXG 3.2 32.39 +0.39 .5848 InvscInvGradeDef IIGD 1.7 27.02 +0.03 .4327
InvscS&PSCMatls PSCM 1.6 57.20 +0.84 .40 VicShUSDiscEnhVol CSF 1.0 50.30 +0.24 .1639 ColumbiaResEnhVal REVS 24.7 16.83 +0.19 .0115 FidelityMSCIFinls FNCL 2.8 42.22 +0.64 .219 GlbX MSCIGreece GREK 2.6 25.46 –0.24 .5346 InvscInvGradeValue IIGV 2.4 28.28 +0.10 .5284

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InvscS&PSCUtil PSCU 1.2 53.91 +0.28 .1749 VicShUSEQIncmEnh CDC 2.5 53.82 +0.67 .2798 ColumbiaSustIntl ESGN 2.6 25.28 +0.32 .2031 FidelityMSCIHlthCr FHLC 1.9 57.75 +0.42 .234 GlbXMSCINextEm EMFM 2.6 19.26 –0.10 .2584 InvscMSCIGlbTimb CUT 1.6 33.57 +0.18 .5533
InvscVarRateInvt VRIG 1.6 24.99 ... .0182 VicShUS500EnhVol CFO .9 62.38 +0.50 .1417 ColumbiaSustUSEqu ESGS 2.5 29.92 +0.22 .1858 FidelityMSCIIndls FIDU 1.6 47.01 +0.21 .138 GlbXMSCINigeria NGE 6.8 11.36 –0.34 .7676 InvscNatAMTFrMuni PZA 2.4 27.11 –0.03 .0543
InvscWaterRscs PHO .4 46.45 +0.49 .0455 VicShUS500Vol CFA 1.2 62.29 +0.44 .1431 CommSvsSPDR XLC .7 67.48 +1.22 .107 FidelityMSCIIT FTEC 1.0 104.51 +0.27 .20 GlbX MSCINorway NORW 2.1 12.55 +0.06 .1339 InvscNYAMTFrMuni PZT 2.6 26.14 –0.05 .0545
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

iShAsia50ETF AIA 1.1 87.17 +3.17 .7062 VicShUSLCHiDivVol CDL 3.3 47.11 +0.49 .2804 CnsmrDiscSelSector XLY .8 160.78 +2.90 .2961 FidelityMSCIMatls FMAT 2.2 40.12 +0.43 .173 GlbXMSCIPakistan PAK 2.5 28.85 –0.45 .4759 InvscPreferred PGX 5.4 15.26 +0.07 .0622
iSh3-7YTreasuryBd IEI 1.1 132.98 +0.09 .0868 VicShUSMultMin VSMV 2.0 34.01 +0.24 .1408 CnsStapleSelSector XLP 2.5 67.45 +0.73 .5644 FidelityRealEst FREL 5.0 25.38 +0.32 .318 GlbXMSCIPortugal PGAL 2.4 11.00 +0.06 .0653 InvscRayJamesSB1 RYJ .3 50.93 –0.14 .1427
iShBrdUSDInvCpBd USIG 2.8
iShCommodSelStrat COMT .4
61.97
26.67
+0.12
+0.15
.1368
.0963
VicShUSSCHiDiv CSB
VicShUSSCVolWtd CSA
3.7
1.3
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49.96
53.72
+0.57
+0.73
.469
.1955
CoreAlternative CCOR 1.5
CSFIEnhEur50ETN FEUL ...
28.66
88.70
+0.26
+2.14
.0911
...
FidelityMSCIUtils FUTY 3.8
FidelityMomFactor FDMO .9
40.58
44.21
+0.89
–0.35
.288
.056
GlbXISuperDivEM SDEM 6.3
GlXS&P500CCGrw XYLG 5.6
11.58
27.55
+0.01
+0.18
.0575
.1261
InvscRuss1000EW EQAL
InvscS&PEMLowVol EELV
1.6
2.8
38.99
22.31
+0.19
+0.17
.1748
.067
iShCoreMSCITotInt IXUS 1.8 67.19 +0.86 .7066 VirtusTerraUSQual JOET .1 26.15 +0.25 .021 CS FI LC Grwth FLGE ... 547.47 +9.91 ... FidelityQualFactor FQAL 1.8 43.03 +0.40 .155 GlbXS&P500Cv XYLD 7.9 46.40 –0.14 .4036 InvscS&PEMMom EEMO 1.5 18.93 +0.72 .0125
iShCore1-5YUSDBd ISTB 2.2 51.64 +0.01 .0799 WahedFTSEUSAShar HLAL 1.0 33.87 +0.24 .125 CS S&P MLP MLPO 12.4 7.04 –0.65 .2012 FidelitySmallMid FSMD 1.9 28.69 –0.18 .159 GlbXS&P500QualDiv QDIV 3.1 26.15 +0.19 .064 InvscS&P500BuyWr PBP 1.4 20.49 +0.18 .0898
iShCoreS&PUSGrowth IUSG .9 88.69 +0.96 .2276 WstAstShrtDur WINC 3.9 26.20 –0.10 .1133 CSX Mthly2xLvMtg REML 30.6 5.72 +0.07 .0215 FidelityTotalBdETF FBND 2.5 54.25 +0.01 .084 GlbXSilverMiners SIL 1.9 45.62 +0.24 .7347 InvscS&P500Down PHDG .6 33.07 +0.48 .0454
iShCoreS&PUSValue IUSV 2.4 62.19 +0.83 .4002 WstAstTR WBND 3.0 28.23 –0.60 .717 DBGoldDoubleLg DGP ... 44.43 +0.69 ... FidelityUSMulti FLRG 5.9 21.39 +0.19 .314 GlblXSuperDividend SDIV 8.0 12.84 –0.05 .075 InvscS&P500EnhVal SPVU 2.7 33.66 +0.48 .2144
iShCoreTotalUSDBd IUSB 2.5 54.58 +0.15 .0477 WisdTrChinaxSOE CXSE .5 65.77 +3.01 .0491 DBGoldDoubleShrt DZZ ... 2.68 +0.02 ... FidelityValFactor FVAL 1.9 40.61 +0.64 .136 GlbXSuperDivUS DIV 8.0 16.85 –0.12 .0995 InvscS&P500EWCm EWCO 1.0 31.63 +0.60 .0925
iShCurrHdMSCIGrmny HEWG 2.5 29.23 –0.09 .3777 WisdTrEM CpBd EMCB 3.9 77.00 –0.36 .205 DBGoldShortETN DGZ ... 9.79 –0.12 ... FieldUVAUnconMed FFIU 2.4 26.83 –0.04 .1337 GlbXSuperIncPfd SPFF 5.7 11.80 +0.02 .0565 InvsS&P500EWCD RCD .8 122.31 +0.40 .1027
iShSelectDividend DVY 3.7 96.18 +1.00 .8297 WisdTrEMQualDivGrw DGRE 2.1 28.38 +0.64 .1135 DayHaganNedRes SSUS .5 29.24 +0.43 .1449 FinSelSectorSPDR XLF ... 29.48 +0.53 ... GlbX US Pfd PFFD 5.2 25.80 +0.02 .109 InvscS&P500CnStp RHS 2.1 151.34 +1.13 .9743
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iShESGAdvHYCorpBd HYXF 4.6 52.66 +0.21 .1461 WisdTrGermanyHdg DXGE 3.3 31.06 –0.19 .2537 DefianceNextGen FIVG 1.0 33.60 +0.12 .1004 FTActiveFactorLC AFLG 1.3 22.28 +0.13 .085 GlbX Uranium URA 1.7 15.33 +0.15 .1032 InvscS&P500EWEner RYE 3.1 31.09 +0.02 .2234
iShESGAdvMSCI DMXF .6 63.21 +0.84 .1972 WisdTrIntRtHYBd HYZD 5.1 21.82 +0.07 .09 DefNextGenSpac SPAK ... 28.63 –1.35 ... FTActiveFactorMC AFMC 1.1 21.37 +0.06 .10 GlbXVarPfd PFFV 5.2 27.48 –0.05 .1225 InvscS&P500EW RSP 1.6 127.54 +1.46 .442
iShESGAdvMSCIEM EMXF .8 41.96 +1.04 .1734 WisdTrIntUSAgg AGZD 2.3 47.13 +0.04 .085 DefianceQuantum QTUM .4 41.50 +0.44 .0165 FTActiveFactorSC AFSM .5 22.11 –0.01 .06 GSAccessHYCorpBd GHYB 4.8 50.36 +0.07 .1823 InvscS&P500EWFin RYF 2.2 48.01 +0.87 .2424
iShESGAdvUSA USXF 1.1 31.31 +0.38 .092 WisdTrJapanHdgSC DXJS 3.0 39.94 +0.60 .5436 DeltaShS&P500Mgd DMRL .8 64.03 +1.08 .1452 FT ConsDscAlpDx FXD .4 50.88 –0.23 .0481 GSAccessIGCpBd GIGB 2.6 56.24 –0.03 .1104 InvscS&P500EWHC RYH .5 261.57 +3.83 .3192
iShESGAwareMSCI ESGD 1.6 73.04 +0.61 .6075 WisdTrUSQltyDiv DGRW 1.9 53.96 +0.51 .0177 DeltaShS&P400Mgd DMRM .4 52.90 +0.06 .0585 FT ConsStaples FXG 1.4 51.62 +0.20 .1822 GS IGCorp1-5YBd GSIG .9 50.50 +0.02 .0418 InvscS&P500Ind RGI 1.0 157.99 +1.26 .3249
iShESGAwareEM ESGE 1.3 41.98 +1.28 .339 WisdTrUSSCQltyDiv DGRS 2.0 39.55 +0.03 .1274 DeltaShS&PIntMgd DMRI .6 48.95 +0.41 .0304 FT DJ GlbSelDiv FGD 6.2 21.92 +0.01 .3481 GSTreasury0-1Y GBIL .8 100.12 –0.01 .3097 InvscS&P500EWMat RTM 1.6 139.40 +1.36 .4986
iShESGAwareUSA ESGU 1.3 86.03 +0.86 .2921 DeltaShS&P600Mgd DMRS .3 51.87 –0.14 .032 FT DJ Internet FDN ... 212.23 –4.01 ... GSAccUSAggBd GCOR .7 50.05 +0.01 .0372 InvscS&P500RlEst EWRE 3.8 29.13 +0.51 .2517
iShESG1-5YCpBd SUSB 1.9 26.18 +0.03 .0289
NYSE ARCA DimenEmgCore DFAE .0 26.86 +0.71 .0031 FT Dow30EW EDOW 1.8 27.16 +0.28 .078 GSActiveBetaEM GEM 1.6 38.17 +1.04 .2245 InvscS&P500EWTech RYT 1.3 253.55 +2.68 .9086
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

iShESGUSDCorpBd SUSC 2.2 28.34 +0.07 .0008 DimenIntlCore DFAI .4 26.52 +0.22 .0245 FTEIPCarbonImpact ECLN 1.7 22.50 +0.48 .0808 GSActiveBetaEurope GSEU 1.8 32.95 +0.17 .0615 InvscS&P500EWUtil RYU 2.9 100.05 +2.60 .643
iShESGEMLdrs LDEM 1.9 59.78 +1.20 .7816 DimenUSCore DFAU .5 26.29 +0.26 .0333 FT EnergyAlpDx FXN 4.7 7.93 –0.04 .0646 GSActiveBetaIntlEq GSIE 1.6 31.90 +0.24 .1078 InvscS&P500xRt XRLV 1.7 41.46 +0.33 .0449
iShESGIUSALdrs SUSL 1.4 64.95 +1.24 .2515 AAFFirstCLOBd AAA 1.0 25.07 –0.02 .0232 DirexAuspiceBroad COM .4 25.21 +0.40 .0323 FT EqCompRiskMgr ERM 1.4 20.93 +0.29 .1036 GSActiveBetaJapan GSJY 1.2 37.24 +0.93 .2917 InvscS&P500GARP SPGP 1.1 72.05 +0.70 .1341
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iShExponentialTech XT .7 57.24 +0.47 AAM LowDurPfd PFLD 4.8 25.09 +0.10 .096 DirexConCnsmr CCON .2 59.72 –0.54 .0478 FT EqCompTactical TERM 1.4 18.26 +0.22 .0937 GSActiveBetaUSLC GSLC 1.3 75.69 +0.63 .2518 InvscS&P500HiBeta SPHB 1.9 56.77 +0.67 .245
iShFallAngelsUSDBd FALN 5.1 29.43 +0.11 .123 AAMS&PDevMk DMDV 3.1 22.31 +0.04 .0851 DirexAeroBl3 DFEN .5 16.91 +0.28 .0012 FT DJ SelMicro FDM 1.7 47.88 –0.47 .3536 GS Active US SC GSSC .9 54.13 –0.66 .1448 InvscS&P500HiDiv SPHD 4.9 37.58 +0.32 .1539
iSh5-10YIGCorpBd IGIB 2.7 61.79 +0.14 .1234 AAMS&PEMHiDivVal EEMD 3.8 21.67 +0.31 .0584 DirexBrazilBull2X BRZU .8 116.10 +0.41 .3222 FT FTSE DevRE FFR .8 43.84 +0.55 .321 GSHedgeIndVIP GVIP .1 91.19 +0.72 .0005 InvscS&P500LowVol SPLV 2.1 56.23 +0.51 .0748
iShGNMABondETF GNMA 1.9 51.00 +0.05 .0807 AAMS&P500HiDivV SPDV 3.8 24.66 +0.14 .088 DirexCSIChinaInt CWEB ... 60.78 +3.76 ... FT FinlsAlpDx FXO 2.6 34.28 +0.31 .2141 GS Innovate GINN .3 55.40 +0.46 .0401 InvscS&P500Mom SPMO 1.3 52.91 +0.49 .1655
iShGlbCleanEnergy ICLN .3 28.24 +0.53 .03 AIPoweredEquity AIEQ .4 35.48 –0.92 .02 DirexCSI300CnA CHAD .6 17.68 –0.79 .0633 FT GlbEngg FLM 2.9 49.24 +0.59 .2507 GS JUST US LC JUST 1.4 54.45 +0.54 .1909 InvscS&P500PrGrw RPG .5 162.93 +0.94 .1608
iShGlbGreenBd BGRN 1.8 56.25 +0.14 .1604 AIPwrdIntlEqu AIIQ 1.4 30.64 –0.58 .4136 DirexCSI300CnABl2 CHAU .2 41.87 +3.46 .0088 FT GlbWindEner FAN .8 23.30 +0.69 .0272 GS PhysGold AAAU ... 18.94 +0.23 ... InvscS&P500PrVal RPV 2.1 61.46 +0.89 .2224
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iShGlbTimber WOOD 1.0 79.62 +0.48 .31 ALPSEmgDivDogs EDOG 2.6 22.73 +0.20 .0775 DirexCnsDiscBl3 WANT .1 51.10 +2.72 .0355 FT HlthCareAlpha FXH ... 107.78 +0.03 ... GothamEnh500 GSPY ... 20.06 ... ... InvscS&P500Qual SPHQ 1.6 42.11 +0.63 .1757
iShiBdsDec28Trea IBTI .6 26.30 +0.04 .015 ALPS EqSecWgh EQL 2.3 86.24 +1.21 .5454 DirexDJBear3X WEBS 2.0 28.27 +1.39 .315 FTHorizonMgdVolDev HDMV 1.5 30.53 +0.26 .2219 GraniteBloomComm COMB .1 23.49 +0.38 .0163 InvscS&P500Rev RWL 1.8 62.28 +0.76 .273
iShiBdsDec25Trea IBTF .6 26.09 +0.02 .0217 ALPSIntlDivDogs IDOG 3.0 26.01 +0.06 .1328 DirexDJBull3X WEBL ... 64.71 –3.58 ... FTHorizonMgdVolDom HUSV 1.3 28.89 +0.31 .1404 GraniteGold BAR ... 18.89 +0.20 ... InvscS&P500Top50 XLG 1.3 285.27 +3.68 .9511
iShiBdsDec24Trea IBTE .6 25.93 +0.02 .0149 ALPSMedBreak SBIO ... 51.23 –2.91 ... DirexEM Bear3 EDZ 1.6 10.47 –1.01 .086 FTHorizMgdVolSM HSMV 1.1 28.28 +0.10 .1394 GraniteHIPSUSHiInc HIPS 9.5 13.58 –0.05 .1075 InvscS&P500ValMom SPVM 2.1 40.65 +0.40 .2024
iShiBdsDec29Trea IBTJ .7 26.23 +0.05 .0164 ALPSREITDivDogs RDOG 5.1 40.93 +0.37 .6401 DirexEM Bull3 EDC .4 93.48 +7.85 .3919 FT Chindia FNI .3 58.98 +2.59 .1182 GranitePlatinum PLTM ... 10.59 +0.44 ... InvscS&PGlbWater CGW 1.4 46.80 +0.47 .6603
iShiBdsDec21Trea IBTA .3 25.35 ... .0014 ALPSSectorDivDogs SDOG 3.6 44.64 +0.40 .3912 DirexEnergyBr2 ERY .7 34.59 +0.30 .1496 FT IndlsAlpDx FXR 1.1 50.18 +0.17 .1356 GraniteXOUTUSLC XOUT .5 36.05 +0.54 .0473 InvscS&PIntDvLoVl IDLV 2.3 29.99 +0.34 .0623
iShiBdsDec27Trea IBTH .5 26.22 +0.04 .0132 ARKInnovationETF ARKK .0 124.49 –8.54 1.6277 DirexEnergyBl2 ERX 3.1 14.35 –0.14 .0743 FTInstPfdSecs FPEI 4.9 20.38 +0.05 .0836 HCM Def500 LGH .2 33.06 +0.57 .0768 InvscS&PIntlDev IDMO 1.6 33.34 +0.31 .1439
iShiBdsDec26Trea IBTG .6 26.20 +0.03 .0151 ARK NextGen ARKW .0 146.36 –5.02 1.8945 DirexChinaBr3 YANG 1.3 16.10 –1.86 .1087 FT LgDurOpps LGOV 3.1 29.05 +0.20 .274 HCM Def100 QQH ... 40.99 +0.93 ... InvscS&PIntlDevQu IDHQ 1.6 29.43 +0.53 .0555
iShiBdsDec23Trea IBTD .5 25.71 ... .0116 AtacUSRotation RORO ... 22.10 –0.03 ... DirexChinaBl3 YINN .8 20.18 +2.00 .0917 FT Long/Short FTLS .4 43.61 –0.31 .1252 HartfordMultiDvxUS RODM 2.8 28.31 +0.25 .3894 InvscS&PMC400EW EWMC 1.2 76.69 +0.01 .1936
iShiBdsDec22Trea IBTB .7 25.43 ... .0151 AberdStdBlAllCm BCD 1.3 25.31 +0.31 .3274 DirexFTSEEurBull3x EURL .4 25.90 +0.11 .051 FT MgdFutures FMF .0 45.29 +0.34 .0074 HartfordMultiEM ROAM 3.0 22.94 +0.52 .4172 InvscS&P400PrGrw RFG .3 202.67 –3.39 .1206
iShIndia50ETF INDY .1 42.44 +0.98 .0328 AberdStdBlACStr BCI .7 21.90 +0.26 .1496 DirexFinlBear3 FAZ 1.6 7.23 –0.41 .0446 FT MatAlpDX FXZ 1.5 48.09 +0.37 .19 HartfrdMultifctrSC ROSC 2.3 31.54 –0.08 .272 InvscS&P400PrVal RFV 1.5 73.80 +0.03 .1538
iShIntlDevRealEst IFGL 2.2 27.17 +0.36 .2051 AberdStdPhysGold SGOL ... 18.28 +0.21 ... DirexFinlBull3 FAS .5 60.80 +3.13 .0792 FTMergerArbitrage MARB ... 19.56 +0.03 ... HartfordMultiUSEqu ROUS 2.0 35.10 +0.32 .2573 InvscS&PMC400Rev RWK 1.0 71.14 +0.02 .153
iShIntlTreasuryBd IGOV ... 55.63 +0.31 ... AberdStdPhysPall PALL ... 229.56 +9.36 ... DirexGoldMinBr2 DUST 5.3 19.90 ... .717 FT MngstrDiv FDL 4.5 29.59 +0.23 .3677 HartfordMuniOpps HMOP 2.4 41.81 –0.03 .0688 InvscS&PMCLowVol XMLV 1.9 48.12 +0.08 .0902
iShJPMUSDEmgBd EMB 3.9 115.91 +0.42 .3952 AberdStdPhysPlat PPLT ... 100.73 +4.47 ... DirexGoldMinBl2 NUGT ... 69.40 +0.13 ... FT Multi-MgrLG MMLG .5 23.99 +0.04 .0606 HartfordSchTax HTAB 1.3 21.75 –0.07 .035 InvscS&PMCMom XMMO .6 78.27 –1.20 .0394
iShMBSETF MBB 2.1 110.13 +0.07 .1994 AberdStdPhyPrMt GLTR ... 98.95 +2.00 ... DirexHlthcrBull3 CURE .2 77.02 +3.86 .0061 FT NaturalGas FCG 3.8 8.82 –0.14 .1495 HartfordTRBd HTRB 2.5 41.74 –0.13 .0593 InvscS&PMCQual XMHQ 1.1 67.02 –0.42 .3143
iShMSCI ACWI ACWI 1.4 90.72 +1.13 .6859 AberdStdPhySilv SIVR ... 25.55 +0.63 ... DirexHmbldrBull3 NAIL .0 46.16 –5.65 .0049 FT NA Energy Infra EMLP 4.7 20.97 +0.15 .2291 HealthCareSelSect XLV 1.5 113.44 +1.97 .4643 InvscS&PMCValMom XMVM 1.4 36.58 –0.10 .1418
iShMSCIACWIxUS ACWX 1.9 53.04 +0.75 .4912 AbsoluteCrStrat ABEQ .6 25.44 –0.11 .0893 DirexIndlsBl3 DUSL .3 29.13 +0.69 .0191 FT NYSE ArcaBiotch FBT ... 167.99 –5.88 ... High Yield HYLD 7.5 31.90 –0.22 .20 InvscS&P100EW EQWL 2.0 68.53 +0.94 .3614
iShMSCIACxJpn AAXJ 1.1 89.61 +2.85 .6843 AcquirersFund ZIG .2 23.01 –0.01 .0414 DirexJrGoldMinBr2 JDST 18.7 9.75 –0.32 1.1458 FT PfdSecs FPE 4.9 20.19 ... .0817 HoyaCapHousing HOMZ 3.2 32.33 –0.25 .5288 InvscS&PSCLowVol XSLV 2.5 40.74 +0.38 .1944
iShMSCIBrazilSC EWZS .9 16.62 +0.13 .0771 AdasinaSocJust JSTC ... 15.42 +0.14 ... DirexJrGoldMinBl2 JNUG .1 120.56 +3.73 .1217 FTSTOXXEurSel Div FDD 4.0 12.86 –0.19 .076 HullTacticalUS HTUS .0 29.13 –0.25 1.0989 InvscS&PSCMom XSMO .8 47.48 –1.01 .0301
iShMSCIChina MCHI 1.0 80.97 +3.35 .6037 AdvShDorseyADR AADR .1 60.89 +0.72 .0667 DirexLatAmBl2X LBJ .7 80.24 +1.40 .105 FT ShDurMgMun FSMB 1.8 20.81 –0.02 .0265 IQCandESGIntl IQSI 1.6 27.35 +0.13 .1502 InvscS&PSC600EW EWSC .8 64.49 –0.09 .0556
iShMSCI EAFE SC SCZ 1.5 68.35 +0.57 .79 AdvShDbLineVal DBLV 1.3 80.14 +0.85 1.0248 DirexIndiaBull2 INDL ... 43.63 +1.80 ... FT S&P REIT FRI 3.1 23.24 +0.36 .2669 IQCandESGUS IQSU 1.0 32.28 +0.32 .0848 InvscS&P600PrGrw RZG .5 138.04 –2.60 .1201
.0443
n-

iShMSCI EM Asia EEMA 1.2 87.48 +3.07 .7661 AdvShFocusedEqu CWS .3 43.73 +0.33 .1195 DirexMexicoBl3 MEXX .2 63.72 +3.25 .0472 FT TCW SecPlus DEED 1.1 25.78 –0.02 .2526 IQEnhCorePlusBdUS AGGP .0 20.01 +0.02 InvscS&P600PrVal RZV .6 66.53 +0.49 .0942
iShMSCIEMxChina EMXC 1.4 56.86 +1.09 .5838 AdvShFolioBey FWDB 1.8 26.23 +0.04 .1516 DirexMcBull3 MIDU .1 40.28 –0.58 .0119 FT TCWUnPlBd UCON 3.0 26.68 +0.02 .0909 IQ50%HdgFTSEIntl HFXI 2.0 22.68 +0.10 .1221 InvscS&P600Rev RWJ .9 81.10 +0.25 .1418
iShMSCIEuropeFinls EUFN 1.4 17.54 –0.03 .0711 AdvShNewfleet MINC 2.3 49.11 +0.13 .1104 DirexPharmBl3X PILL ... 25.34 +0.50 ... FT TechAlphaDEX FXL .0 111.82 –1.46 .0196 IQ500IntlETF IQIN 2.3 29.19 –0.15 .318 InvscS&PSCValMom XSVM 1.2 34.92 –0.05 .0868
iShMSCIEuropeSmCp IEUS 1.2 62.09 +0.21 .367 AdvShPureCannab YOLO 2.0 17.00 –0.66 .0373 DirexRealEstBr3 DRV .9 10.29 –0.42 .06 FT USEquityOpp FPX .3 118.31 –3.93 .0683 IQGlobalResources GRES 9.9 25.77 –2.48 2.5521 InvscS&PSpin-Off CSD 1.0 55.44 –0.38 .5489
iShMSCIGlblGoldMin RING .8 29.82 –0.15 .1443 AdvShPureUSCan MSOS ... 36.50 –0.02 ... DirexRealEstBl3 DRN 1.9 12.63 +0.47 .0397 FT UltShDurMuni FUMB .9 20.17 –0.01 .011 IQHedgeEventDriven QED 4.5 23.41 –1.03 1.0495 InvscS&PUltDiv RDIV 4.9 33.80 +0.19 .8497
iShMSCIGlbImpact SDG 1.0 93.36 +1.94 .4078 AdvShQDynGrw QPX ... 25.02 ... ... DirexRgBanksBull3X DPST .9 120.12 +3.27 .2801 FT UtilAlpha FXU 4.0 28.38 +0.71 .242 IQHedgeL/STracker QLS 2.0 25.68 –0.37 .5173 InvscSrLoan BKLN 3.6 22.28 +0.05 .065
iShMSCIJapanEW EWJE 1.3 38.60 +0.89 .2222 AdvShQPtfBlend QPT ... 25.10 ... ... DirexRetailBull3 RETL .2 454.22 –8.13 .1739 FT ValDivFd FVD 2.3 35.07 +0.43 .2112 IQ HedMacrTrac MCRO 2.5 28.27 –0.55 .7123 InvscSolar TAN .1 102.76 –0.04 .0922
iShMSCIJapanVal EWJV 2.0 25.93 +0.61 .2295 AdvShRangerEqBear HDGE ... 3.03 +0.01 ... DirexRobAI2X UBOT 6.9 202.85 +1.95 3.6172 FT Water FIW .6 72.12 +0.66 .1228 IQHedgeMktNeut QMN 2.1 27.22 –0.47 .5692 InvscTaxMuniBd BAB 3.0 33.50 –0.03 .072
iShMSCINewZealand ENZL 1.7 68.07 +0.88 .7631 AdvShStrGlbBW VEGA .3 36.80 +0.37 .1047 DirexRussiaBl2 RUSL .5 21.60 +0.35 .1174 FlexShSelBdFd BNDC 2.2 27.01 +0.08 .2032 IQ HedMultStra QAI 2.0 31.93 –0.50 .6331 InvscTotalRetBd GTO 2.1 57.67 +0.16 1.1643
no

iShMSCIQatar QAT 2.6 18.45 –0.12 .4861 AdvShSageCore HOLD 1.4 99.08 +0.31 .0882 DirexS&P500Br3 SPXS .5 3.91 –0.17 .1998 FlexShCurrHdDM TLDH .0 27.14 +0.10 1.7977 IQMacKayMuniIns MMIN 2.2 27.63 –0.02 .0366 InvscTreaCollat CLTL .8 105.67 –0.03 .0496
iShMSCITurkeyETF TUR .9 26.50 +1.14 .0776 AdvShViceETF VICE 1.2 30.70 –0.55 .3669 DirexS&P500Bl3 SPXL .2 72.25 +2.75 .1155 FlexShCurrHdgEM TLEH .0 32.26 +0.68 .1061 IQMacKayMuniInter MMIT 2.5 26.73 –0.09 .071 InvscUltShtDur GSY 1.5 50.58 +0.02 .0408
iShMSCIUAE UAE 4.7 11.80 –0.12 .0076 AGFiQ DynHdgUS USHG 1.2 30.95 –0.23 .3014 DirexS&P500Bull2X SPUU .8 74.56 +1.97 .3605 FlexShDevMkxUSQu QLVD 1.8 26.55 +0.32 .1234 IQMergerArbitrage MNA 2.3 33.33 –0.69 .766 InvscVRDOTaxFrWk PVI .4 24.88 ... ...
iShMornMCValue JKI 2.6 156.42 +1.46 .818 AGFiQ GlbInfr GLIF 2.7 23.85 –0.03 .292 DirexS&PBiotechBr3 LABD 5.0 25.27 +4.07 .9952 FlexShDiscDurMBS MBSD 2.8 24.06 +0.05 .0567 IQRealReturn CPI 1.0 27.30 –0.23 .2693 InvscVarRtPfd VRP 4.2 25.95 +0.13 .0929
iShNasdaqBiotech IBB .2 151.49 –4.63 .0655 AGFiQHdgDivIncm DIVA 3.2 22.01 +0.08 .04 DirexS&PBiotechBl3 LABU ... 100.43 –21.93 ... FlexShEMQualLo QLVE 1.7 26.57 +0.57 .0273 IQS&PHYLowVolBd HYLV 4.0 25.44 +0.05 .0841 InvscWildClnEngy PBW .4 103.39 –4.18 .2782
iSh1-5YIGCorpBd IGSB 2.4 55.17 +0.08 .0944 AGFiQ US NeutAB BTAL ... 19.08 –0.25 ... DirexS&P500Br1 SPDN .5 18.42 –0.24 .0176 FlexGlbQualRealEst GQRE 2.0 57.57 +0.79 .3285 IQ US RealEstSC ROOF 4.0 21.45 –0.26 .2912 InvscZacksMC CZA 1.4 76.12 +0.58 1.0837
iSh13YearIntlTBd ISHG ... 85.17 +0.48 ... AGFiQ US NeutrMom MOM ... 25.22 –0.48 ... DirexHiBetaBear3X HIBS .9 1.67 –0.06 .307 FlexGlbUpstmNatRsc GUNR 2.8 32.54 +0.06 .1893 IQ UltShrtDur ULTR 1.4 49.56 –0.24 .0201 InvscZacksMltIncm CVY 3.4 20.06 +0.19 .1853
iShPHLXSemicond SOXX .8 379.18 +6.06 .7469 AlerianEnergyInfr ENFR 7.6 14.65 –0.25 .0315 DirexHiBetaBull3X HIBL .4 228.04 +7.65 .4282 FSHiYdValScored HYGV 6.2 49.12 +0.20 .2752 iMDBiHedgeStrat DBEH .1 30.86 +0.42 .0183 iPathBloomCocoaTR NIB ... 31.19 –0.03 ...
iShPfd&Incm PFF 4.8 38.51 +0.30 .0615 AlerianMLPETF AMLP 12.3 25.66 –0.51 .71 DirexS&POil&GasBr2 DRIP .0 26.56 +0.28 .0028 FlexShiBoxx5YTIPS TDTF 1.1 27.81 +0.09 .022 iMDBiMgdFut DBMF .1 25.56 +0.23 .0174 iPathBloomCommTR DJP ... 21.90 +0.33 ...
iShRuss1000PureUS AMCA 2.2 31.42 +0.01 .1676 AllianzUSLCBf10A AZAA .0 26.18 +0.08 1.2218 DirexS&POil&GasBl2 GUSH .3 38.17 –0.74 .0657 FlexiBx3YDurTIPS TDTT 1.1 26.09 +0.04 .0123 ImpactNAACPMinrty NACP 1.1 28.85 +0.04 .2606 iPathBloomLeadTR LD ... 41.15 +0.20 ...
iShS&PSC600Growth IJT .7 114.18 –1.13 .2479 AllianzUSLCBf10J AZAL .0 26.76 +0.13 1.0329 DirexSemiBear3 SOXS 7.8 17.94 –0.99 .6415 FlexShIntQualDiv IQDE 3.1 22.65 +0.30 .1368 ImpactSustain SDGA .7 25.43 –0.06 .0478 iPathGSCI nts GSP ... 11.01 +0.14 ...
iShS&P EM Infra EMIF 2.5 24.54 +0.15 .3221 AllianzUSLCB10O AZAO ... 26.78 +0.18 ... DirexSemiBl3 SOXL .0 466.48 +21.67 .0512 FlexShIntQuDivDyn IQDY 2.6 28.12 +0.43 .0886 ImpactShsYWCAWomen WOMN 1.7 29.04 –1.41 1.6109 iPathPBBroadCmod BCM ... 30.02 +0.26 ...
iShGlobalInfra IGF 2.3 43.71 +0.41 .5794 AllianzUSLCBf20A AZBA .0 25.62 +0.05 .6989 Direx7-10TreaBr3 TYO .5 7.88 –0.16 .0287 FlexShIntlQualDiv IQDF 3.2 24.16 +0.34 .1144 IndSelSectorSPDR XLI 1.6 88.55 +0.55 .3659 iPathPBCrudeOil OIL ... 14.13 +0.05 ...
iShShortTreaBd SHV .6 110.53 +0.01 .1554 AllianzUSLCBf20J AZBL .0 25.99 +0.07 .584 Direx7-10TreaBull TYD .3 59.26 +0.13 5.7353 FlexShMDevMktxUS TLTD 2.0 66.00 +0.53 .2709 InfraCapMLP AMZA 19.1 18.98 –0.50 .22 iPathBlmAgricult JJA ... 52.81 +2.00 ...
iSh1-3YTreasuryBd SHY .9 86.38 +0.01 .032 AllianzUSLCB10 AZBO ... 26.00 +0.17 ... DirexScBear3 TZA 2.5 6.87 +0.26 .0832 FlexShEM FactTilt TLTE 1.9 58.16 +1.40 .1983 InfraCapREITPfd PFFR 6.1 23.56 +0.21 .12 iPathBlmAlum JJU ... 42.43 –0.97 ...
iSh7-10YTreasuryBd IEF 1.1 119.95 +0.15 .0725 AltMergerArb ARB .0 25.34 ... .726 DirexSCBull3 TNA .0 66.32 –3.05 .0103 FlexShQualDivDef QDEF 2.5 47.92 +0.35 .3501 InfusiveComp JOYY .3 33.06 +0.66 .1092 iPathBlmCoffee JO ... 37.41 +0.27 ...
iSh20+YTreasuryBd TLT 1.5 157.73 +0.44 .1639 AmCentDivrsCpBd KORP 2.8 53.08 +0.19 .1764 DirexKRBull3 KORU .0 38.47 +4.87 .0031 FlexShQualDivDyn QDYN 3.2 51.00 +0.18 .3361 InnovIBDBreakout BOUT ... 31.57 –0.48 ... iPathBlmCopper JJC ... 53.36 –0.44 ...
iSh0-5YInvGrdCpBd SLQD 2.3 52.22 +0.07 .0861 AmCentDivrsMuni TAXF 2.1 54.65 +0.04 .1023 DirexTechBear3 TECS 4.2 8.72 –0.21 .1304 FlexShQualityDiv QDF 2.4 49.44 +0.32 .3111 InnovIBDLdrs LDRS .7 28.61 –0.01 .0185 iPathBlmCotton BAL ... 45.00 +1.03 ...
JanusSCGrwAlpha JSML .3 63.35 –0.25 .1263 AmCentMCGrw MID ... 51.71 –0.88 ... DirexTechBull3 TECL .1 406.53 +9.53 1.8997 FlexShReadyAcc RAVI 1.3 76.27 +0.02 .0684 InnovatorIBD50 FFTY ... 41.05 –0.55 ... iPathBlmEnergy JJE ... 26.28 –0.11 ...
JanusS/MC GrwAlph JSMD .2 62.71 –0.34 .0933 AmCentQulDivIn QINT 1.6 48.16 +0.57 .4369 DirexTransportBl3 TPOR .1 25.50 –0.05 .009 FlexShSTOXXGlb NFRA 2.2 53.76 +0.59 .3348 InnovLoupFrontier LOUP ... 49.84 +0.51 ... iPathBlmGrains JJG ... 54.96 +2.48 ...
LeggMasonGlbInfr INFR 3.1 29.59 +0.23 .1333 AmCentStoxxUSQ QGRO .2 61.89 –0.25 .0367 Direx20+TreaBr3 TMV .8 54.01 –0.49 .202 FlexShUSQualLo QLV 1.2 45.55 +0.54 .1953 InnovEAFEPwrJan IJAN ... 25.54 +0.25 ... iPathBlmIndMet JJM ... 50.83 –1.07 ...
LeggMasonLVHD LVHD 3.3 32.43 +0.11 .1972 AmCentSTOXXUSQual VALQ 2.1 42.37 +0.34 .2242 Direx20+YrTrBull TMF .4 35.14 +0.33 .686 FrankFTSEAsiaxJpn FLAX 1.6 27.60 +0.83 .3588 InnovEAFEPwrJul IJUL ... 23.85 –0.04 ... iPathBlmLivestk COW ... 34.97 +0.63 ...
LeggMasonSCQualVal SQLV 1.2 29.48 –0.30 .1477 AmCentSustEq ESGA .9 47.18 +0.72 .1267 DirexUtilBl3X UTSL 1.4 27.28 +1.92 .0985 FrankFTSEAustralia FLAU 2.2 28.21 +0.03 .2941 InnovEMPwrJan EJAN ... 30.04 +0.38 ... iPathBBloomNatGas GAZ ... 14.68 –0.05 ...
LoncarCancerETF CNCR .9 31.72 –1.45 .2881 AmConsValues ACVF .9 27.83 +0.35 .0627 DirexDynHedge DYHG 1.1 52.34 +0.61 .267 FrankFTSEBrazil FLBR 2.3 22.82 +0.05 .268 InnovEMPwrJuly EJUL ... 26.27 +0.08 ... iPathBlmNickel JJN ... 65.90 –1.66 ...
LoncarChinaBio CHNA .5 32.56 +0.61 .1546 AmplifyBlackSwan SWAN .4 32.82 –0.12 .1192 DirexFallKnives NIFE .7 65.43 +0.44 .1741 FrankFTSECanada FLCA 2.5 27.37 –0.12 .4241 InspireCpBdImp IBD 1.6 26.59 +0.03 .0329 iPathBlmPlatinum PGM ... 50.39 +1.44 ...
LongTermCareETF OLD 2.0 29.71 +0.07 .2449 AmpCWPEnhDiv DIVO 4.9 32.71 +0.16 .1488 DirexFlight FLYT 3.3 51.55 +0.55 1.2325 FrankFTSEChina FLCH .9 31.81 +1.28 .2488 InspireFaithLC FEVR ... 26.07 –0.13 ... iPathBlmPrecMet JJP ... 68.20 +0.95 ...
Merlyn.AITactGrw SNUG .9 27.46 +0.02 .2283 AmplifyCrowdBur LEND ... 13.87 +0.33 ... DirexHiGrowth HIPR .2 58.90 +0.69 .0481 FrankFTSEEurope FLEE 1.9 26.07 +0.10 .2917 InspireFaithMC GLRY ... 26.37 –0.82 ... iPathBlmSofts JJS ... 43.14 +1.05 ...
January 4, 2021 BARRON’S M21

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.
iPathBlmSugar SGG ... 46.40 +1.77 ... iShMSCIUK EWU 2.5 29.29 –0.14 .3319 NationRiskBasedUS RBUS 1.3 34.93 –0.59 .4651 ProShUltShGold GLL ... 31.14 –0.71 ... SPDRSSgAIncmAllctn INKM 3.9 33.87 –0.23 .4799 VangdSC Val VBR 1.7 142.21 +0.19 .8762
iPathBlmTin JJT ... 53.21 +0.93 ... iShMSCIWorldETF URTH 1.5 112.41 +0.97 .7935 NationRiskMgd NUSI 7.5 27.50 –0.06 .179 ProShrUSHlthCr RXD .2 9.54 –0.24 .0167 SPDRSSgAMultiAsset RLY 2.2 24.66 –0.06 .2609 VangdCommSvcs VOX .7 120.20 +1.59 .2219
iPathShillerCape CAPE ... 178.09 +2.34 ... iShMorningstarLC JKD 1.3 216.81 +2.93 .7364 NatixisShrtDur LSST 2.0 25.64 +0.03 .531 ProShrUSInd SIJ ... 5.03 –0.03 ... SPDRSSgAUltraShrt ULST 1.3 40.44 +0.02 .0269 VangdDivApp VIG 1.6 141.17 +1.94 .6644
iPathSilverETN SBUG ... 36.84 +0.94 ... iShMornLCGrowth JKE .3 289.88 +1.88 .1992 NatixisUSEqOpps EQOP .0 28.70 +0.33 .0043 ProShUltra7-10 PST .1 15.46 –0.05 .0175 SPFdsDJGlbSukuk SPSK 2.1 20.46 –0.03 .042 VangdEnergy VDE 4.8 51.86 –0.30 .6029
iShAAA-ARtdCorpBd QLTA 2.3 58.52 +0.12 .0996 iShMornLCValue JKF 3.0 112.26 +1.49 .8087 NatixisVaughanMC VNMC .1 29.90 +0.68 .0589 ProShUltBrazil BZQ .2 8.60 –0.06 .0185 SPFdsS&P500Sharia SPUS 1.1 25.11 +0.07 .026 VangdExDurTreas EDV 2.0 152.30 +0.22 6.1046
iShA/PDividend DVYA 3.7 37.83 +0.17 .1209 iShMorningstarMC JKG 1.1 234.18 +1.33 .7272 NatixisVaughanNel VNSE .1 27.43 +0.36 .0171 ProShrUS MSCI EAFE EFU .1 12.95 –0.25 .0083 SPFdsS&PGlShar SPRE ... 20.28 ... ... VangdAWxUSSC VSS 1.9 121.84 +1.39 1.9669
iShBBCpBd HYBB 4.6 52.14 +0.17 .1728 iShMornMCGrowth JKH .1 382.48 –5.71 .04 NETLeaseCpRlEst NETL 4.0 26.00 –0.14 .2772 ProShUltMSCIEM EEV .1 18.04 –1.15 .0261 SchwabEM Equity SCHE 2.1 30.65 +0.78 .5342 VangdFTSEDevMk VEA 2.0 47.21 +0.44 .4147
iShAgencyBond AGZ 1.2 119.55 –0.04 .0502 iShMorningstarSC JKJ 1.3 197.34 –0.39 .6375 NiftyIndiaFinls INDF ... 31.42 +0.97 ... ProShrUS MSCI Jpn EWV ... 14.65 –0.82 ... Schwab5-10YCpBd SCHI 2.3 53.65 +0.15 .0913 VangdFTSE EM VWO 1.9 50.11 +1.19 .3009
iShCMBSETF CMBS 2.5 55.33 +0.10 .1013 iShMornSCGrowth JKK .1 303.50 –9.23 .0913 NoShoreGlUran URNM 2.6 42.90 +0.33 1.1043 ProShUltMC400 MZZ .2 6.56 +0.02 .0143 SchwabFundEmgLrg FNDE 2.5 28.26 +0.47 .5603 VangdFTSE Europe VGK 2.1 60.24 +0.05 .3779
iShGovt/CreditBond GBF 1.6 125.91 +0.48 .1394 iShMornSCValue JKL 2.0 140.87 +0.51 .6156 NuvESGHYCorpBd NUHY 5.1 24.99 +0.11 .12 ProShrUSOilGas DUG .1 28.83 +0.20 .0289 SchwabFundIntLrgCo FNDF 2.2 29.28 +0.17 .4378 VangdFTSE Pac VPL 1.8 79.59 +1.88 .8822
iSh10-20YTreasBd TLH 1.4 159.22 +0.52 .139 iShNatlMuniBd MUB 2.1 117.20 +0.02 .1826 NuvESGUSAggBd NUBD 2.2 26.79 –0.03 .0542 ProShUltShtQQQ QID .9 7.10 –0.20 .0654 SchwabFundIntlSmCo FNDC 1.8 34.78 +0.34 .4901 VangdFinls VFH 2.2 72.85 +1.17 .4781
iSh0-5YTIPSBd STIP 1.4 104.43 +0.16 .0377 iShNewYorkMuniBd NYF 2.0 58.26 ... .0919 NuvEnhYd1-5Y NUSA 2.5 25.52 –0.03 .0578 ProShrUSRlEst SRS .2 12.39 –0.39 .0237 SchwabFundUSBrd FNDB 2.1 44.90 +0.51 .2338 VangdFTSEAWxUS VEU 2.0 58.36 +0.77 .4518
iShBloomRollSel CMDY .1 45.56 +0.53 .0662 iShResidentMultiRE REZ 3.2 67.85 +0.92 .7092 NuvEnhYdUSAgg NUAG 2.9 25.70 +0.01 .0589 ProShUltShRus2000 TWM .4 5.01 +0.14 .0207 SchwabFundUSLrgCo FNDX 2.3 45.29 +0.48 .2388 VangdGrowth VUG .7 253.34 +2.09 .4606
iShCalifMuniBd CMF 1.8 62.83 –0.05 .0873 iShRobotics&AI IRBO .5 39.84 +0.04 .1725 OverlayCoreBd OVB 3.2 26.52 –0.10 .2454 ProShUltShtS&P500 SDS .5 12.39 –0.35 .0569 SchwabFundUSSmCo FNDA 1.3 42.92 +0.08 .0511 VangdHlthCr VHT 1.2 223.73 +1.57 .8816
iShCmdCurve CCRV ... 21.27 +0.13 ... iShRussell1000Gwth IWF .7 241.14 +1.87 .3742 OverlayFgnEqu OVF 2.5 25.73 +0.06 .3361 ProShrUSSemi SSG .3 13.93 –0.49 .0472 SchwabIntmUSTrsr SCHR 1.6 58.22 +0.05 .0471 VangdHiDiv VYM 3.2 91.51 +1.13 .8096
iShAggrAllocation AOA 1.7 64.18 +0.60 .4205 iShRussell1000 IWB 1.4 211.84 +2.09 .7898 OverlayLCEq OVL 1.7 31.90 +0.09 .3786 ProShUltShtSilver ZSL ... 6.85 –0.37 ... SchwabIntEquity SCHF 2.1 36.01 +0.31 .5097 VangdIndls VIS 1.4 169.99 +0.58 .6416
iShConsAllocat AOK 2.1 38.75 +0.26 .1523 iShRussell1000Val IWD 2.1 136.73 +1.65 .5957 OverlayMuniBd OVM 3.4 25.80 –0.37 .2553 ProShUlShtSC600 SDD ... 5.01 +0.01 ... SchwabIntlSC SCHC 1.6 37.65 +0.38 .6089 VangdIntermBd BIV 2.3 92.85 +0.14 .8048
iShCoreDivGrowth DGRO 2.3 44.82 +0.58 .2727 iShRussell2000Gwth IWO .4 286.70 –7.63 .307 OverlaySCEq OVS 1.5 29.91 –0.28 .2317 ProShrUSTech REW .3 14.38 –0.06 .0388 SchwabLTUSTrea SCHQ 1.5 54.77 +0.16 .0625 VangdLC VV 1.5 175.74 +1.82 .6846

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iShCore5-10YUSDBd IMTB 2.6 52.38 +0.10 .2324 iShRussell2000 IWM 1.0 196.06 –2.95 .5925 PGIMActHYBd PHYL 6.1 40.58 –0.58 .1785 ProShUltraSh20+ TBT .3 16.42 –0.12 .0003 Schwab1-5YCpBd SCHJ 1.7 51.37 +0.06 .4777 VangdLT Bond BLV 3.0 109.64 +0.32 3.1317
iShGrwthAllocation AOR 1.9 52.20 +0.34 .3343 iShRussell2000Val IWN 1.6 131.75 –0.26 .6518 PGIMQMAStrAlphaItl PQIN 2.3 56.78 +0.14 .2895 ProShrUSUtil SDP .1 9.31 –0.45 .0118 Schwab1000Index SCHK 1.6 37.39 +0.40 .1473 VangdMegaCap MGC 1.4 133.45 +1.80 .608
iShCoreHiDividend HDV 4.1 87.67 +0.65 .9232 iShRussell3000 IWV 1.3 223.55 +1.68 .8274 PGIMStratAlphLC PQLC 2.0 60.34 +0.26 .3156 ProShUltShtYen YCS ... 67.81 –0.44 ... SchwabSrtTRmUSTrsr SCHO 1.3 51.39 –0.01 .0293 VangdMegaGrwth MGK .6 203.75 +2.35 .4499

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iShCoreMSCIEM IEMG 1.9 62.04 +1.72 .7235 iShMicro-CapETF IWC 1.0 118.65 –2.28 .3713 PGIMQMAStrAlSCG PQSG 1.0 62.35 –0.85 .2979 Qraft AI US Hi Div HDIV 2.2 26.72 +0.08 .147 SchwabUS AggrBd SCHZ 2.4 56.03 +0.08 .1059 VangdMegaVal MGV 2.5 86.82 +1.33 .6513
iShCoreMSCIEurope IEUR 2.1 51.28 +0.05 .4967 iShRussellMid-Cap IWR 1.3 68.55 –0.06 .2294 PGIMQMAStrAlSCV PQSV 1.6 52.16 +0.02 .185 QRAFT AI US LC QRFT .0 37.97 –1.25 .6683 SchwabUS BrdMkt SCHB 1.6 90.99 +0.69 .3646 VangdMC VO 1.4 206.77 –0.31 .9373
iShMSCIIntlDev IDEV 2.0 61.63 +0.38 .6618 iShRussellMCValue IWS 1.9 96.96 +0.88 .436 PGIMUltraShBd PULS 1.8 49.84 –0.13 .1299 QRAFTAIUSLCMom AMOM .1 32.05 –7.65 7.7737 SchwabUS Div SCHD 3.2 64.14 +0.31 .6015 VangdMCGrowth VOT .6 212.07 –1.92 .3193
iShCoreMSCIPacific IPAC 1.7 64.42 +1.19 .5006 iShRussellTop200Gr IWY .7 133.04 +1.77 .2537 PIMCO25+YrZeroCoup ZROZ 1.7 163.44 +0.83 .65 QraftAINxtValue NVQ .1 26.53 +0.24 .008 SchwabUS LC SCHX 1.6 90.95 +0.83 .3689 VangdMC Val VOE 2.4 118.96 +1.12 .7487
iShModAllocation AOM 2.0 43.20 +0.30 .2661 iShRussellTop200 IWL 1.3 90.29 +1.22 .3356 PIMCO ActiveBd BOND 2.7 113.11 +0.05 .23 QuadIntRtVol IVOL 3.4 27.97 –0.08 .084 SchwabUS LC Grw SCHG .5 128.41 +0.93 .1689 VangdRealEst VNQ 3.9 84.93 +1.05 1.3377
iShCoreS&P500 IVV 1.6 375.39 +5.08 1.6102 iShRussellTop200Vl IWX 2.1 57.90 +0.81 .3183 PIMCOBrdUSTIPSIdx TIPZ 1.5 65.45 +0.17 .05 RoboGlbAI THNQ ... 40.07 –0.29 ... SchwabUS LC Val SCHV 3.0 59.53 +0.75 .3795 VangdS&P500ETF VOO 1.5 343.69 +4.53 1.3829
iShCoreS&P MC IJH 1.3 229.83 –0.86 .6596 iShS&P100 OEF 1.4 171.64 +2.34 .6844 PIMCOEnhLowDur LDUR 2.1 102.05 –0.05 .15 RoboGlbHlthTch HTEC ... 43.72 –0.60 ... SchwabUS MC SCHM 1.3 68.18 –0.27 .0549 VangdS&P500 Grw VOOG .9 230.08 +2.70 .6468
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iShCoreS&P SC IJR 1.1 91.90 –0.17 .2477 iShS&PMC400Growth IJK .7 72.22 –0.60 .1529 PIMCOEnhShMaturESG EMNT 1.4 100.73 –0.12 .12 RoboGlblRobotics ROBO .2 60.89 +0.24 SchwabUS REIT SCHH 2.9 37.97 +0.51 .1185 VangdS&P500Val VOOV 2.4 123.69 +1.77 .9326
iShS&PTotlUSStkMkt ITOT 1.4 86.22 +0.69 .3421 iShS&P500Growth IVW .8 63.82 +0.79 .1427 PIMCOEnhShMaturity MINT 1.2 102.04 –0.01 .046 RPAR RiskParity RPAR .8 23.80 +0.20 .0756 SchwabUS SC SCHA 1.0 89.00 –1.22 .3033 VangdS&PMC400 IVOO 1.2 155.55 –0.62 .7844
iShCore10+YUSDBd ILTB 2.9 76.42 +0.17 .1796 iShGlobalEnergyETF IXC 4.9 20.31 –0.11 .5958 PIMCO15+USTIPSIdx LTPZ 1.4 88.62 +0.56 .06 RayliantQuanCn RAYC ... 25.65 ... ... Schwab US TIPs SCHP 1.1 62.08 +0.22 .1261 VangdS&P400Grwth IVOG .7 178.81 –1.28 1.3201
iShCoreUSAggBd AGG 2.1 118.19 +0.20 .1253 iShGlobalHealthcr IXJ 1.3 76.45 +1.48 .4391 PIMCOIntermMuniBd MUNI 1.9 56.74 –0.09 .0882 RealEstSectorSPDR XLRE 3.2 36.56 +0.65 .4663 SimplUSConvex SPYC 1.6 27.00 +0.37 .1079 VangdS&P400Val IVOV 2.4 131.67 +0.09 3.1834
iShCoreUS REIT USRT 3.1 48.41 +0.64 .4004 iShGlobalTechETF IXN .6 300.05 +3.30 .9224 PIMCOInvGrdCorpBd CORP 2.8 117.08 +0.11 .27 RenaissanceIPO IPO .1 64.49 –3.95 .0657 SimplUSPlusDown SPD 1.7 26.90 +0.37 .1162 VangdS&P600 VIOO .0 167.77 –0.46 1.8256
iShCurrHdgNikk400 HJPX 1.3 32.60 +0.74 .2122 iShGloblFinancials IXG 2.1 65.10 +0.74 .604 PIMCO1-5USTIPSIdx STPZ 1.9 54.18 +0.06 .06 RenaissanceIntlIPO IPOS .4 36.57 +0.33 .2031 SimplUSPlusUp SPUC 3.0 27.00 +0.48 .2029 VangdS&P600Grwth VIOG .7 196.68 –1.94 .6301
iShCurHdgMSCIUS HAWX 2.0 29.44 +0.29 .2741 iShS&P500Value IVE 2.4 128.02 +1.90 .7815 PIMCO DynMultEM MFEM 1.7 27.12 +0.34 .20 RivFrDynCoreIncm RFCI 1.9 26.18 +0.05 .0355 SimplifyVoltCloud VCLO ... 12.22 ... ... VangdS&P600Val VIOV 1.4 140.42 +0.81 .7423
iShCurrHdgMSCICda HEWC 5.3 27.05 –0.34 .3409 iShIntlDevProperty WPS 2.3 35.66 +0.51 .3129 PIMCO DynMultIn MFDX 1.6 27.29 +0.09 .16 RivFrDynUSDiv RFDA 1.5 38.27 +0.26 .0506 SimplifyVoltFin VFIN ... 12.22 ... ... VangdST Bond BSV 1.8 82.90 +0.04 .1019
iShCurHdgMSCIEAFE HSCZ 1.5 32.19 +0.17 .2058 iShGlobalConsDiscr RXI .6 155.54 +3.08 .4877 PIMCO DynMultUS MFUS 1.7 33.80 +0.11 .18 RivFrDynUSFlex RFFC 1.4 39.35 +0.26 .1552 SimplifyVoltPop VPOP ... 12.56 ... ... VangdSC VB 1.1 194.68 –1.21 .8934
iShCurHdMSCIEurozn HEZU 2.3 31.19 –0.14 .473 iShGlobalUtilities JXI 2.7 60.07 +1.22 1.0094 .15 RivFrDynUnconInc RFUN 4.2 25.79 +0.11 .0802 VangdTaxExemptBd VTEB 2.0 55.19 +0.05 .0829

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PIMCO RAFI ESG US RAFE 2.4 25.82 +0.22 SimplifyVoltRobo VCAR ... 13.08 ... ...
iShCurrHdMSCIJapan HEWJ 1.2 35.87 +0.85 .1236 iShGlobalMaterials MXI 1.2 81.41 +0.57 .5874 PIMCOShrtTrmMuniBd SMMU 1.2 51.45 +0.04 .0402 RivFrStratIncm RIGS 3.4 24.79 +0.06 .0821 6MeridianHdg SIXH 1.8 26.62 ... .0552 VangdTotalStk VTI 1.4 194.64 +1.82 .7818
iShCurHdgMSCIMex HEWW 1.2 16.12 +0.29 .1332 iShGloblIndustrial EXI 1.3 106.73 +0.94 .594 PIMCO0-5YrHiYdCorp HYS 4.5 98.22 +0.01 .41 RoundAcqDpVal DEEP 4.0 27.79 +0.05 .1425 6MeridianLowBeta SIXL .6 30.24 +0.03 .0361 VangdTotlWrld VT 1.7 92.58 +0.99 .5524
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iShCybersecurity IHAK .4 40.35 –0.70 .0105 iShS&PMC400Value IJJ 1.8 86.30 –0.05 .3615 PacerAmEnIndepend USAI 7.7 18.20 –0.44 .12 RoundSportsBet BETZ .3 25.84 –0.48 .0714 6MeridianSC SIXS .6 37.25 –0.95 .0572 VangdValue VTV 2.6 118.96 +1.66 .7892

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iShUSConsumerSvcs IYC .7 70.50 +0.92 .1406 iShGlblConStaples KXI 2.3 58.28 +0.69 .7822 PacerIndRealEst INDS 1.7 36.80 +0.50 .2547 SPDRBlackstoneSrLn SRLN 4.9 45.65 +0.20 .16 SmartTransport MOTO .2 40.74 +1.02 1.02 VicShUSAACrIntBd UITB 2.7 54.52 +0.11 .1972
iShUSConsumerGoods IYK 1.4 173.41 +2.40 .6477 iShNATech-Mult IGN .6 59.62 –0.05 .0693 PacerCFRAStovall SZNE 1.4 31.82 +0.26 .1007 SPDRBloomBarCvSecs CWB 2.3 82.79 +0.29 .9219 SoFi50ETF SFYF .4 27.76 +0.03 .0321 VicSh USAAShtBd USTB 2.4 51.81 +0.05 .1233
iShUSFinlServices IYG 1.7 150.05 +3.59 .069 iShSelfDrvngEV IDRV .7 43.20 +0.87 .0052 PacerFTSECnA50 AFTY 1.5 22.95 +1.01 .3398 SPDRBBCpBd SPBO 2.7 36.22 +0.08 .0361 SoFiNext500 SFYX 1.1 12.33 –0.15 .0881 VicShUSAA EMVal UEVM 2.7 45.46 +1.22 .2072
iShUSHealthcare IYH 1.2 245.91 +3.17 .757 iShShortNatlMuniBd SUB 1.2 108.11 +0.07 .085 PaceriPathGold GBUG ... 31.22 +0.35 ... SPDRBloomBarEMLoBd EBND 3.7 28.05 +0.13 .0847 SoFiSelect500 SFY 1.2 13.80 –0.01 .083 VicShUSAA IntlVal UIVM 2.0 45.57 +0.33 .0414
iShUSRealEstate IYR 2.6 85.65 +1.36 .6014 iShSilver SLV ... 24.57 +0.61 ... PacerLuntLCAlt ALTL 1.5 31.93 +0.39 .1502 SPDR BlmBarcHYBd JNK 5.1 108.94 +0.39 .4316 SoFiWeeklyIncm TGIF .6 103.67 +0.21 .05 VicSh USA SC Val USVM 1.6 59.59 –0.69 .2646

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iShUSUtilities IDU 2.9 77.60 +1.75 .5872 iShTIPSBondETF TIP 1.2 127.65 +0.40 .0231 PacerLuntLCMultAlt PALC 1.4 29.95 +0.36 .176 SPDRBloomBarInCpBd IBND .4 37.90 +0.23 .0125 SoundEnhFixed SDEF ... 20.09 ... ... VicShUSAA USAVal ULVM 1.5 54.87 +0.12 .2039
iShUS Energy IYE 4.7 20.24 –0.09 .2106 iSh10+YIGCpBd IGLB 3.2 73.02 +0.12 .1725 PacerLuntMCMult PAMC .6 32.08 +0.10 .0792 SPDRBlmBarIntTrBd BWX .9 31.23 +0.18 .0235 SoundEquIncm SDEI ... 20.14 ... ... VidentUSBdStrat VBND 2.0 51.92 –0.01 .4735
iShUS Finls IYF 1.7 66.77 +1.36 .2592 iShTreaFRBd TFLO .4 50.28 ... .0027 PacerMilitEmp VETS 1.5 33.63 –0.13 .1153 SPDRBlmBarInvGrdFR FLRN 1.2 30.59 –0.01 .0137 SPDR DJRlEst RWX 2.9 34.09 +0.44 .2286 VidentCoreUSEquity VUSE 1.3 34.85 +0.26 .261
iShUSHealthcarePrv IHF .5 234.68 +3.00 .2752 iShDowJonesUS IYY 1.3 94.32 +0.88 .3422 PacerTrendFd TRND .6 28.04 +0.21 .169 SPDRBloomBarc1-10Y TIPX 1.7 20.91 +0.06 .0214 SPDR DJREIT RWR 3.7 86.70 +1.34 1.2931 VidentIntlEquityFd VIDI 2.5 24.79 +0.23 .4101
iShUSInsurance IAK 2.1 67.50 +0.86 .3089 iShChinaLC FXI 2.2 46.43 +1.58 .6836 PacerTrendpilot PTIN .8 26.44 +0.31 .203 SPDRBloomBar1-3MTB BIL .3 91.52 ... .0033 SPDR DJIA Tr DIA 1.9 305.79 +3.77 .5875 VirtusInfrUSPfd PFFA 8.5 22.01 +0.19 .15
iShUSOilEquip&Svcs IEZ 2.1 11.24 –0.04 .0255 iShRussellMCGrowth IWP .4 102.65 –1.64 .0778 PacerTrendUSBd PTBD 2.5 27.53 +0.21 .2812 SPDRBloomBarSTHYBd SJNK 5.3 26.95 +0.08 .1128 SPDR EurSTOXX FEZ 2.1 41.72 –0.10 .2502 VirtusLifeSciBio BBC ... 49.59 –3.57 ...
iShUSPharmaceuticl IHE 1.2 179.44 +2.19 .5261 iShUSBrokerDealers IAI 1.5 79.54 +0.86 .222 PacerUSCashCows BUL .7 32.67 –0.05 .0228 SPDRBloomBarSTInTr BWZ .1 32.82 +0.19 .0021 SPDR MSCI exUS CWI 2.1 27.65 +0.33 .2741 VirtusLifeSciBio BBP ... 53.21 –2.29 ...
iShUSRegionalBanks IAT 2.9 45.34 +0.62 .3823 iShUSTechBreak TECB .7 35.14 –0.06 .0691 PacerUSExportLead PEXL .5 35.96 +0.28 .054 SPDR 3-12MT-Bill BILS ... 100.08 ... ... SpdrSPIntDiv DWX 3.8 36.56 +0.12 .3027 VirtusNewDynCredit BLHY 3.7 24.26 +0.12 .1734
iShUSMedDevices IHI .2 327.30 +4.53 .4053 iShUSTech IYW .6 85.08 –0.10 .0778 PacificGlbFocusHY FJNK 4.3 25.44 +0.05 .1007 SPDRBlSASBCpBd RBND 1.6 25.52 +0.07 .0394 SPDR S&PMdCpTr MDY 1.1 419.92 –1.83 1.4484 VirtusNewMultiBd NFLT 3.6 25.68 +0.11 .1134
iShAdvTotUSDBd EUSB 1.1 50.64 +0.06 .0279 iShVirtualWork IWFH .4 29.90 –0.37 .0538 PacificGlbSrLoan FLRT 3.5 48.77 –0.03 .1154 SPDRDoubleTRTact TOTL 2.9 49.28 –0.02 .1899 SPDR S&P 500 SPY 1.5 373.88 +4.88 1.58 VirtusPrvCrd VPC 10.1 20.21 +0.11 .6625
iShESGUSAggBd EAGG 1.6 56.54 +0.10 .0266 iShYdOptimizedBd BYLD 3.1 25.85 +0.09 .0977 PrincipalActIncm YLD 4.4 39.70 +0.13 .0986 SPDRDJGlbRealEst RWO 3.3 44.46 +0.66 .5151 SPDR S&P Biotch XBI .2 140.78 –9.23 .176 VirtusRealAsset VRAI 3.9 22.82 +0.08 .3334

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iShEM Dividend DVYE 5.3 37.23 +0.24 .076 iSh0-5YHYCorpBd SHYG 5.1 45.44 +0.06 .1879 PrincInvGrdCp IG 3.1 27.41 +0.06 .0601 SPDREUROSTOXXSC SMEZ 1.4 71.20 +0.54 .6465 SPDR SP China GXC 1.0 130.21 +4.87 .7905 VirtusReavesUtil UTES 2.1 40.21 +0.93 .25
iShEuropeETF IEV 1.8 47.92 +0.16 .3478 iSh0-3MTreaBd SGOV .1 100.02 ... .0062 PrincipalSpectPfd PREF 4.4 20.68 –0.01 .0459 SPDRIntGovBd WIP 1.6 58.71 +0.71 .1696 SPDR S&P Div SDY 2.9 105.93 +0.78 .9868 VirtusSeixSrLoan SEIX 3.8 24.73 +0.03 .0314
iShExpTech IGM .3 349.83 +2.39 .1728 JPM AlerianMLP AMJ 10.9 13.89 –0.22 .3354 PrincipalTaxAdv PQDI 5.0 21.50 –0.03 .0911 SPDRFactSetInnTech XITK .1 215.09 –6.01 .1274 SPDR SP EmAsPac GMF 1.3 127.31 +3.74 1.1135 VolsharesLC VSL .8 37.10 –0.42 1.0277
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iShFocusedValue FOVL 2.9 42.63 +0.23 .3011 JanusHendersonAAA JAAA 1.5 50.29 –0.06 .0658 PrincUltShtAct USI 2.1 24.85 –0.04 .0334 SPDRGlobalDow DGT 2.0 96.00 +0.83 .6483 SPDR S&P Home XHB .7 57.64 –1.73 .1182 WBIBullBrGlbIncm WBII 3.4 24.94 +0.08 .0821
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iShiBdsDec2029Cp IBDU 2.4 27.49 +0.07 .0517 HancockLC JHML 1.6 47.38 +0.50 .3917 ProShS&P500xEner SPXE 1.2 81.56 +1.23 .3044 SPDRMSCIUSAStrat QUS 1.7 104.47 +1.31 1.0337 SterlingCapFocus LCG ... 26.43 +0.06 ... WisdTrCBOES&P500 PUTW 1.4 28.54 +0.25 .4086
iShiBondsDec2021Cp IBDM 2.3 24.91 ... .0397 HancockMatls JHMA 1.5 39.97 +0.36 .3408 ProShS&P500xFin SPXN 1.1 80.16 +1.09 .2676 SPDRMSCIWorldStrat QWLD 1.8 92.48 +1.09 .7846 SyntaxStratLC SSPY 1.5 55.99 +0.65 .9121 WisdTrChineseYuan CYB .4 27.30 ... .1118
iShiBdsDec2021Muni IBMJ 1.4 25.78 –0.01 .0267 HancockMultMedia JHCS .8 35.27 +0.43 .1513 ProShS&P500xHlth SPXV 1.4 78.64 +1.09 .2883 SPDR NYSE Tech XNTK .3 141.35 +1.69 .08 SyntaxStratMC SMDY .9 34.30 +0.03 .301 WisdTrEmgCurr CEW .6 18.48 +0.08 .1181
iShiBondsDec2027Cp IBDS 2.7 27.57 +0.07 .0517 HancockMC JHMM 1.0 44.97 –0.02 .2464 ProShS&P500xTech SPXT 1.6 64.39 +1.05 .3043 SPDRNuvBBHYMuni HYMB 3.6 58.99 +0.29 .17 SyntaxStratifiedSC SSLY .5 43.15 –0.29 .1946 WisdTrEMxSOE XSOE 1.0 39.67 +1.22 .1494
iShiBondsDec2026Cp IBDR 2.6 27.10 +0.04 .0515 HancockMultiSC JHSC 1.1 30.66 –0.26 .216 ProShShtBasicMat SBM .0 12.37 –0.15 .0049 SPDRNuveenMuniBd TFI 1.9 52.49 +0.02 .0633 TRowePriceBlueChip TCHP ... 28.09 +0.39 ... WisdTrEM HiDiv DEM 4.2 41.14 +0.40 .2927
iShiBondsDec2023Cp IBDO 2.5 26.27 +0.04 .046 HancockTech JHMT .9 78.70 –0.01 .2668 ProShShtDow30 DOG .1 39.20 –0.50 .055 SPDRNuveenSTMuniBd SHM 1.2 49.79 +0.01 .0406 TRowePriceDivGwth TDVG .8 28.26 +0.43 .0762 WisdTrEMLocDebt ELD 4.7 34.79 +0.08 .13
iShiBondsDec2022Cp IBDN 2.3 25.57 +0.02 .0416 HancockUtils JHMU 3.3 30.87 +0.73 .5421 ProShShortEuro EUFX ... 41.35 –0.49 ... SPDRPtfAggBd SPAB 2.4 30.79 +0.04 .0572 TRowePriceEqIncm TEQI 1.7 29.49 +0.39 .1601 WisdTrEMMulti EMMF 1.9 24.16 +0.65 .0935
iShiBdsDec2022Muni IBMK 1.4 26.36 –0.02 .0287 JPMBeta US MC BBMC .7 78.78 –0.85 .0135 ProShShXinhuaCh25 YXI .1 14.64 –0.48 .011 SPDRPtfDevxUS SPDW 1.9 33.75 +0.30 .3247 TRowePriceGrowth TGRW .0 29.18 +0.32 .0318 WisdTrEM SC DGS 3.7 47.72 +0.97 .4875
ProShShtFinls SEF .1 15.96 –0.36 .0196 TechSelectSector XLK .9 130.02 +0.96 .2976
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

iShiBdsMar23CpxFin IBCE 2.4 25.05 +0.05 .0468 JPMBeta US SC BBSC .4 57.61 –0.76 .1022 ProShShortHY SJB .1 18.67 –0.08 .0125 SPDRPtfEM SPEM 1.9 42.16 +0.98 .5119 TeucriumAgriFd TAGS ... 21.21 +0.79 ... WTEnhCmdStrategyFd GCC ... 19.05 +0.19 ...
iShiBdsMar2023Cp IBDD 2.5 27.28 +0.01 .0607 JPMCarbonUS JCTR .5 50.28 +0.57 .0664 ProShShMSCI EAFE EFZ .0 20.38 –0.19 .0086 SPDR PtfEurope SPEU 2.3 37.69 +0.25 .2256 TeucriumCornFd CORN ... 15.58 +0.82 ... WisdTrEuropeHdg HEDJ 2.7 66.30 +0.10 .3706
iShiBoxx$HYCpBd HYG 4.9 87.30 +0.25 .3592 JPMCorpBdResearch JIGB 2.8 57.71 +0.20 .1126 ProShShtMSCI EM EUM .2 12.89 –0.40 .0196 SPDR PtfHYBd SPHY 5.6 26.49 +0.10 .1101 TeucriumSoybeanFd SOYB ... 19.47 +0.57 ... WisdTrEuropeHdgSM EUSC 3.4 30.72 –0.10 .1841
iShIntRtHdgCorpBd LQDH 2.2 95.54 +0.26 .1359 JPM DivRetEM JPEM 2.8 54.87 +0.90 .2939 SPDRPtfIntermCpBd SPIB 2.2 37.18 +0.08 .0544 WisdTrEurQualDiv EUDG 1.9 30.37 +0.18 .1107
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iShIntRateHdgEM EMBH 2.9 23.81 +0.08 .0541 JPM DivRetIntlEq JPIN 2.4 58.21 +0.76 .4051 ProShShtMC400 MYY .1 29.41 +0.04 .0152 SPDR PtfIntTrea SPTI .8 33.06 +0.02 .0097 TeucriumSugarFd CANE ... 6.75 +0.22 ... WisdTrEuropeSC DFE 2.4 64.56 +0.35 .3291
iShIntRtHdgHiYdBd HYGH 4.1 86.35 +0.19 .2739 JPM DivRetUS Eq JPUS 1.9 83.65 +0.53 .4864 ProShShtOil&Gas DDG ... 25.51 +0.06 ... SPDRPtfLTCorpBd SPLB 3.0 33.10 +0.11 .0747 TeucriumWheatFd WEAT ... 6.19 +0.15 ... WisdTrFRTrea USFR .4 25.10 –0.01 .001
iShIntRtLTCpBd IGBH 2.4 24.95 +0.06 .0413 JPM Div US MC JPME 1.5 75.18 +0.33 .3864 ProShShortQQQ PSQ .3 14.41 –0.21 .0448 SPDRPtfLgTermTrea SPTL 1.7 45.13 +0.13 .0553 TimothyHiDiv TPHD 2.4 25.91 +0.31 .1208 WisdTrGlbxUSQual DNL 1.8 76.13 +1.18 .3246
iShJPM EM LC Bd LEMB ... 45.25 +0.22 ... JPM Div US SC JPSE 1.3 36.02 –0.26 .2021 ProShShtRE REK .1 11.41 –0.16 .0079 SPDR PtfGSM SPGM 1.5 48.71 +0.29 .4474 TimothyPlanIntl TPIF 1.7 27.01 +0.18 .054 WisdTrGlbxUSREFd DRW 3.0 25.65 +0.32 .7604
iShJPX-Nikkei400 JPXN 1.3 72.40 +1.73 .4947 JPMEquityPrem JEPI 8.7 55.75 +0.15 .5428 ProShShtRus2000 RWM .2 25.42 +0.35 .0499 SPDRPtfMtgBkdBd SPMB 2.9 26.42 ... .0632 TimothyUS LMC TPLC .8 30.86 +0.16 .0573 WisdTrGlbHiDiv DEW 4.1 42.79 +0.35 .4553
ProShShrtS&P500 SH .2 17.97 –0.24 .0279 Timothy US SC TPSC 1.1 27.72 +0.12 .0999
F

iShLatinAmerica40 ILF 1.9 29.35 +0.15 .2794 JPM IntlGrwth JIG .0 72.72 +1.53 .0305 SPDRS&P500Value SPYV 2.4 34.39 +0.51 .194 WisdTrGrwLdrs PLAT .1 43.88 +0.16 .0474
iShACWILowCarbon CRBN 1.4 148.79 +1.58 1.0674 JPMUSAggregateBd JAGG 1.8 27.85 –0.01 .0318 ProShSh7-10YrTr TBX .1 23.91 –0.04 .0229 SPDRPtfS&P1500 SPTM 1.6 46.09 +0.54 .204 TortoiseNAPipeline TPYP 6.1 17.32 –0.34 .2425 WisdTrIndiaEarn EPI .8 29.21 +0.67 .0807
iShMSCIAustralia EWA 2.0 23.95 +0.01 .2004 JPMUSDEMSovBd JPMB 4.3 51.66 +0.04 .1942 ProShShrtSC600 SBB .0 21.94 –0.01 .0097 SPDRPtfS&P500 SPLG 1.5 43.96 +0.57 .1812 TransamDeltaS&PEM DMRE .8 58.17 +1.80 .1947 WisdTrIndiaxSOE IXSE .2 29.26 +0.59 .015
iShMSCIAustria EWO 1.0 19.83 +0.31 .1941 JPM US Dividend JDIV 4.5 27.02 +0.19 .6284 ProShSh20+Tr TBF .2 15.78 –0.01 .0351 SPDRS&P500Growth SPYG .9 55.29 +0.67 .1311 TrendAggCon TACE .2 24.50 +0.18 .0435 WisdTrIntDivxFin DOO 3.5 40.43 +0.22 .333
iShMSCIBRICETF BKF 1.0 52.21 +1.57 .383 JPMUSMinimumVol JMIN 2.9 31.70 +0.30 .4049 ProShUltBscMtls UYM .6 72.70 +1.63 .1272 SPDRS&P500HiDiv SPYD 5.0 32.94 +0.35 .6066 TrendAggDiv TADS .0 26.10 –2.36 2.617 WisdTrIntlEquity DWM 2.7 50.63 +0.51 .3337
iShMSCIBelgium EWK 1.7 19.62 –0.08 .175 JPM US Moment JMOM .9 38.88 –0.03 .1124 ProShUltBlmCrude UCO ... 36.27 +0.14 ... SPDRPtfS&P400MC SPMD 1.3 40.40 –0.17 .1671 TrendAggGrowth TAAG .0 26.78 –3.77 4.0115 WisdTrIntlHdgQual IHDG 1.9 39.32 +0.34 .354
iShMSCIBrazil EWZ 1.7 37.07 +0.11 .2763 JPM USQualFactor JQUA 1.4 35.88 +0.38 .2056 ProshUltBlmNatGas BOIL ... 21.07 –0.24 ... SPDRPtfS&P600SC SPSM 1.2 35.80 –0.06 .1526 TrueESGActOpps ECOZ .4 35.10 +0.24 .136 WisdTrIntlHiDiv DTH 3.8 37.44 +0.46 .3455
iShMSCICanadaETF EWC 2.1 30.84 –0.22 .3853 JPM US Value JVAL 2.5 29.85 +0.39 .2246 ProShUltCnsGds UGE .4 82.80 +2.42 .052 SPDRPtfSTCpBd SPSB 1.9 31.40 +0.01 .038 TrueTechAI LRNZ ... 47.63 –2.41 ... WisdTrIntlLC Div DOL 2.8 45.93 +0.54 .3204
iShMSCIChinaSC ECNS 3.6 49.15 +1.30 1.1813 KFADynFixIncm KDFI 3.8 21.66 +0.09 .0696 ProShUltCnsSvs UCC .0 86.87 +2.81 .0198 SPDRShtTermTrea SPTS .7 30.71 +0.03 .0121 UBS FIEnhGlbHY FIHD ... 183.58 +4.40 ... WisdTrIntlMC Div DIM 2.5 63.58 +0.50 .4005
iShMSCIColombia ICOL 2.9 11.36 +0.43 .1835 KFA GlblCarbon KRBN ... 24.63 +0.04 ... ProShUltDow30 DDM .3 56.46 +1.27 .04 SPDR PtfTIPS SPIP 2.0 31.17 +0.15 .0122 UBS FIEnhLCGrw FBGX ... 552.53 +8.43 ... WisdTrIntlMult DWMF 2.1 24.75 +0.20 .1791
iShMSCI EAFE EFA 2.1 72.96 +0.60 .6945 KFA LCQualDiv KLCD 2.4 28.70 –0.40 .6756 ProShUlt Euro ULE ... 15.81 +0.03 ... SPDRRuss1000LowVol ONEV 1.9 89.78 +0.68 .5906 USCF SummerDynCom SDCI .2 16.26 +0.23 .0332 WisdTrIntlSC DLS 2.5 68.11 +0.58 .4585
iShMSCIEmgMarkets EEM 1.4 51.67 +1.54 .5189 KFA MtLucas KMLM ... 26.45 +0.74 ... ProShUltFTSEEurope UPV ... 53.66 +0.11 ... SPDRRuss1000Mom ONEO 1.3 84.99 +0.31 .3306 USEquCumDiv2027 IDIV 13.3 10.08 –0.40 .11 WisdTrJapanHdg DXJ 2.5 54.42 +1.03 .7923
iSh MSCI EM SC EEMS 2.1 52.81 +1.43 .047 KFA SCQualDiv KSCD 1.6 25.53 –0.29 .3992 ProShXinhuaChina25 XPP ... 72.56 +4.72 ... SPDRRuss1000Yd ONEY 2.7 75.17 +0.66 .6839 USEquityxDiv2027 XDIV ... 84.13 +2.16 ... WisdTrJapanSC DFJ 2.6 72.53 +1.24 .9438
iShMSCIFranceETF EWQ 1.0 33.26 +0.02 .1632 KFAValLineDynCore KVLE .4 20.66 +0.12 .0731 ProShUltFinls UYG .7 42.31 +1.65 .0781 SPDRMomentumTilt MMTM 1.1 162.09 +1.52 .4503 USGlbGOGold GOAU .2 19.90 –1.02 1.0359 WisdTrMgdFut WTMF .5 37.09 +0.46 .1728
iShMSCIFrontier100 FM 2.9 28.35 +0.21 .1874 KnowldgLdrDevWrld KLDW .6 42.31 +0.32 .2568 ProShUltraGold UGL ... 68.20 +1.44 ... SPDRS&P1500ValTilt VLU 2.0 121.29 +1.27 .5774 U.S.GlobalJetsETF JETS .0 22.38 +0.22 .0086 WisdTrMtgPlBdFd MTGP 2.0 51.41 +0.02 .0775
iShMSCIGermanyETF EWG 1.3 31.77 –0.07 .3869 KraneBoseraChinaA KBA .6 45.89 +1.71 .2976 ProShUltHlthCr RXL .1 151.38 +3.76 .0728 SPDR S&P500MidGr MDYG .7 69.33 –0.50 .1937 USVeganClimate VEGN .7 34.53 +0.44 .0915 WisdTr90/60USBal NTSX .9 36.60 +0.39 .1153
iShMSCIGlblAgriPrd VEGI 1.5 34.13 +0.49 .2919 KraneCCBSChCpHY KCCB 6.5 39.68 –0.91 .1427 ProShUltraHY UJB 2.9 74.11 +0.17 1.7338 SPDR S&P400MidVl MDYV 1.7 55.50 ... .2428 UtilitiesSelSector XLU 3.1 62.70 +1.49 .5218 WisdTrUSDivxFin DTN 3.5 83.73 +0.43 .0371
iShMSCIGloblEnProd FILL 4.0 13.06 –0.02 .2818 KraneCICCCnCnsmr KBUY ... 26.98 +1.28 ... ProShUltIndls UXI .3 100.60 +0.80 .0364 SPDRS&P600SmallCap SLY 1.1 79.54 –0.18 .3346 VanEckMerkGoldTr OUNZ ... 18.52 +0.20 ... WisdTrUSHiDiv DHS 4.1 69.36 +0.40 .076
iShMSCIGlbMulti ACWF 1.7 33.66 +0.47 .3228 KraneCICCCn5GSemi KFVG ... 26.38 +0.63 ... ProShUltBrazil UBR ... 35.55 +0.13 ... SPDR S&P600SCpGr SLYG .7 76.37 –0.79 .23 VanEckAfrica AFK 3.9 20.38 –0.21 .796 WisdTrUSLCDivFd DLN 2.7 107.50 +1.14 .0454
iShMSCIHongKong EWH 2.6 24.64 +0.53 .2193 KraneCICCChina KFYP 2.7 31.42 –0.15 .8337 ProShUltMSCIEAFE EFO ... 43.80 +0.76 ... SPDR S&P600SCapVal SLYV 1.4 66.19 +0.31 .2895 VanEckAgribus MOO 1.1 77.89 +0.75 .8564 WisdTrUSLCFd EPS 1.9 40.16 +0.50 .1997
iShMSCIIndonesia EIDO 1.5 23.42 +0.22 .1717 KraneCSIChInt KWEB .3 76.79 +2.67 .2214 ProShUltMSCIEM EET .0 95.78 +5.33 .0086 SPDR Aero Dfns XAR .6 114.74 +1.39 .1034 VanEckBDCIncome BIZD 10.4 13.73 –0.15 .3249 WisdTrUSMCDivFd DON 2.8 34.81 +0.09 .22
.0697 ProShrUltraJapan EZJ ... 46.66 +2.33 ... VanEckBrazilSC BRF 1.7 21.30 +0.31 .3529
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iShMSCIIntlMom IMTM 1.0 37.65 +0.48 .1408 KraneEFdChina KCNY 2.3 34.91 +0.06 SPDRS&PBank KBE 2.4 41.82 +0.36 .2993 WisdTrUSMCFd EZM 1.7 43.46 +0.01 .306
iShMSCIIntlMulti INTF 2.1 27.18 +0.15 .2207 KraneElcVehicle KARS .1 40.27 +0.50 .0574 ProShUltMC400 MVV .3 47.67 –0.42 .0504 SPDRS&PCapitalMkts KCE 2.2 75.31 +0.58 .652 VanEckChinaGrwth GLCN .1 46.40 +1.47 6.0309 WisdTrUSQualShr QSY 1.6 98.67 +0.22 .078
iShMSCIIntlQual IQLT 1.6 35.66 +0.48 .2283 KraneEMCnsTech KEMQ 2.3 32.60 +0.40 .7438 ProShUltOilGas DIG 3.2 72.93 –0.87 .5511 SPDREmMktsDiv EDIV 3.5 27.77 +0.20 .0719 VanEckChinaBond CBON 2.9 24.03 +0.18 .0561 WisdTrUSSCDiv DES 2.7 26.60 +0.05 .0308
iShMSCIIntlSize ISZE 1.4 29.32 +0.53 .2655 KraneEMHlthcrIndex KMED .0 36.16 +1.21 .0082 ProShUltraQQQ QLD .0 115.11 +2.92 .0045 SPDR S&P EM SC EWX 2.2 51.63 +0.66 .8081 VanEckSMEChiNxt CNXT .0 48.56 +1.98 .0038 WisdTrUSSCFd EES 1.3 38.92 –0.02 .0304
iShMSCIIntlSC ISCF 2.3 33.27 +0.12 .0459 KraneChinaHlthCr KURE .0 39.05 +1.15 .0001 ProShrUltraRE URE .9 62.15 +1.91 .3023 SPDR S&P500 ESG EFIV 1.3 34.85 +0.45 .1436 VanEckEgypt EGPT 2.5 25.00 +0.37 .625 WisdTrUSTotalDivFd DTD 2.6 104.85 +0.92 .0419
iShMSCIIntlValue IVLU 2.1 22.77 +0.12 .2598 KraneAllChina KALL 1.0 34.60 +1.06 .3487 ProShrUltraRus UWM .1 89.61 –2.77 .0067 SPDRS&P500Fossil SPYX 1.3 92.98 +1.39 .331 VanEckEM AggBd EMAG 4.2 21.98 –0.13 .0786 WisdTrUSTMFd RESP 1.3 40.79 +0.22 .1428
iShMSCIIreland EIRL .5 50.50 –0.53 .0124 KraneMSCICnLdrs KESG .0 31.20 +1.44 .1511 ProShUltraS&P SSO .3 91.35 +2.35 .0842 SPDRS&PGlbDividend WDIV 5.6 60.34 –0.16 1.3575 VanEckEMHYBond HYEM 5.6 23.90 –0.04 .1139 WisdTrYdUSAggBd AGGY 2.5 53.69 +0.14 .1075
iShMSCIIsrael EIS .2 64.11 +1.02 .1058 KraneMSCIChinaEnv KGRN .0 44.16 +1.72 .0026 ProShUltSemi USD .1 103.43 +3.56 .0255 SPDRS&PGlbInfr GII 2.7 49.89 +0.38 .7792 VanEckEnerIncm EINC 6.7 41.05 –0.53 .6601 XtrkrsFTSEDevXus DEEF 2.7 30.07 +0.41 .1551
iShMSCIItaly EWI 1.7 29.44 –0.03 .2375 KraneEMxChina KEMX 1.7 29.51 +0.13 .498 ProShrUl7-10Trs UST .5 73.67 +0.21 .0797 SPDRS&PGlbNatRes GNR 2.8 44.78 –0.02 .4833 VanEckEnvironSvcs EVX .3 120.27 –0.86 .3906 XtrkrsHarvCSI300 ASHR .8 40.06 +1.65 .3248
no

iShMSCIJapan EWJ 1.0 67.56 +1.74 .2583 KraneSh1Belt1Road OBOR 2.0 26.90 –0.06 .5493 ProShUltSilver AGQ ... 51.28 +2.41 ... SPDRS&PHlthCareEqp XHE ... 113.84 –0.46 ... VanEckGoldMiner GDX .5 36.02 –0.01 .1899 XtrkrsHarvCSI500 ASHS .4 35.30 +0.89 .1531
iShMSCIJapanSC SCJ .9 79.01 +1.68 .7019 LCGrowthETN2028 FRLG ... 237.13 +3.76 ... ProShUltSC600 SAA .0 107.66 –0.40 .0318 SPDRS&PHlthCareSvs XHS .2 96.77 +0.40 .0916 VanEckGreenBd GRNB 2.2 27.95 +0.02 .0455 XtrkrsHiBetHYBd HYUP 6.9 48.19 +0.23 .6114
iShMSCIKLD400Soc DSI 1.2 71.54 +0.92 .2174 LeaderActivLdrs ACTV .1 31.38 ... .0318 ProShUltTech ROM .0 71.64 +0.22 .0344 SPDRS&PInsurance KIE 1.8 33.58 +0.24 .196 VanEckIndiaGrwth GLIN .2 32.63 +0.67 .0783 XtrkIntlRealEst HAUZ 3.4 26.73 +0.28 .5446
iShMSCIKokusaiETF TOK 1.5 83.56 +0.76 .6846 LeaderAlphaFactor LSAT .3 29.50 +0.42 .0895 ProShUltTelecom LTL 1.6 39.64 +0.02 .1961 SPDRS&PInternetETF XWEB .4 156.85 –4.65 .2548 VanEckIndonesia IDX 1.7 20.60 +0.09 .3429 XtrkrsJpnJPXNik400 JPN 2.0 32.72 +0.82 .3597
iShMSCIMalaysiaETF EWM 1.9 28.80 +0.08 .5447 LeaderAlphaUSCore LSAF .5 28.61 +0.09 .0329 ProShUlt20YrTr UBT .5 61.96 +0.48 .1599 SPDRS&PKenCleanPwr CNRG .7 108.29 –1.35 .1172 VanEckIntlHYBd IHY 4.7 25.94 –0.04 .0988 XtrrsLowBetHYBd HYDW 4.5 50.86 +0.14 .2454
iShMSCIMexico EWW 1.4 42.99 +0.61 .1437 LeaderShEqSkew SQEW .8 31.95 +0.25 .2592 ProShrUltraUtil UPW .8 56.93 +2.65 .2117 SPDRS&PKenFinalFr ROKT .5 38.81 +0.38 .065 VanEckInvtGrFR FLTR 1.5 25.29 –0.01 .0177 XtrkACWIxUSESGLd ACSG 1.8 31.25 +0.33 .2942
iShMSCINetherlands EWN .8 41.34 –0.09 .1303 LeatherbackL/S LBAY 3.5 20.84 +0.12 .06 ProShUltraYen YCL ... 59.82 +0.40 ... SPDRS&PKenFut FITE .9 46.28 +0.14 .076 VanEckIsrael ISRA .2 44.85 +0.29 .0763 XtrkrsMSCIAllChina CN .8 45.07 +1.76 .3499
iShMSCIPacificxJp EPP 2.3 47.87 +0.34 .5466 LeutholdCore LCR .6 28.24 +0.14 .1752 ProShUltDow30 UDOW .2 102.46 +3.46 .1112 SPDRS&PKenInt SIMS .6 42.11 –0.15 .0692 VanEckJPMEMLCBd EMLC 4.9 33.27 +0.05 .1292 XtrkrsMSCIAWxUS HDAW 4.3 24.02 +0.29 .2432
iShMSCIPeru EPU 1.9 34.68 +0.18 .1829 MatlsSelSectorSPDR XLB 1.7 72.39 +0.81 .3593 ProShUltMC400 UMDD .1 101.80 –0.86 .0229 SPDRS&PKenNewEc KOMP .7 57.64 –0.14 .2031 VanEckJrGold GDXJ 1.6 54.24 +0.89 .8554 XtrkrsMSCIAWxUS DBAW 2.1 30.40 +0.36 .3964
iShMSCIPhilippines EPHE .7 32.70 –0.06 .0724 MerlynAIBullBr WIZ .7 33.35 +0.27 .1614 ProShUltRus2000 URTY .0 78.71 –3.62 .0027 SPDRS&PKenSmart HAIL .5 54.86 –0.09 .0217 VanEckLong/Flat LFEQ 2.1 34.64 –0.14 .7143 XtrkMChinaAIncl ASHX .8 29.64 +1.33 .2365
iShMSCIPoland EPOL 1.4 19.02 +0.05 .0987 MicroSecCannabis MJJ ... 67.68 –0.11 ... ProShUltS&P500 UPRO .1 76.86 +2.91 .0265 SPDRS&PNAmNatlRscs NANR 2.7 33.13 +0.02 .3404 VanEckLowCarbon SMOG .1 165.48 +3.85 .0918 XtrkESGLeaders EASG 1.7 29.04 +0.37 .2343
iShMSCIRussia ERUS 4.3 37.29 +0.06 1.2914 MicroSecCannabis2X MJO ... 78.91 –1.29 ... ProShUltShtDow30 SDOW .5 12.75 –0.52 .0662 SPDRS&POil&GasEq XES 1.3 44.84 –0.31 .0689 VanEckMtgREIT MORT 8.1 16.75 –0.29 .3536 XtrkrsMSCIHiDiv HDEF 3.9 23.17 +0.24 .2952
iShMSCISaudiArabia KSA 1.8 31.11 –0.11 .0942 MicroFANG+ETN FNGS ... 110.77 +3.88 ... ProShShtMC400 SMDD .1 6.24 +0.03 .0079 SPDRS&PRegionalBkg KRE 2.8 51.95 +0.50 .395 VanEckNatRscs HAP 2.4 38.57 +0.22 .9444 XtrkrsMSCIEAFE DBEF 2.4 33.61 +0.13 .3718
iShMSCISingapore EWS 2.7 21.48 +0.10 .3572 MicroSectFANG+Invr GNAF ... 16.66 –0.62 ... ProShShtRus2000 SRTY 1.0 3.48 +0.14 .0332 SPDRS&PSft&Svs XSW .3 154.10 –1.53 .0519 VanEckOilRefin CRAK 2.6 24.97 +0.32 .66 XtrkrsMSCIEMESG EMSG 1.4 32.30 +0.78 .1646
iShMSCISouthAfrica EZA 5.5 43.84 –0.04 1.7712 MicroFANG-3XInvr FNGD ... 4.86 –0.61 ... ProShUltS&P500 SPXU .7 5.92 –0.24 .0416 SPDRS&PTelecom XTL .9 84.75 –0.87 .2464 VanEckOilSvcs OIH 1.2 154.00 –0.11 1.8911 XtrkrsMSCIEM DBEM 1.7 27.56 +0.74 .3725
iShMSCISthKorea EWY .7 86.05 +3.89 .6303 MicroSectorsFANG3X FNGU ... 286.69 +28.51 ... ProShUltShrt20YTr TTT .3 30.14 –0.34 .0867 SPDRS&PTransport XTN .8 71.37 –0.02 .20 VanEckPfdSecsxFin PFXF 5.2 20.57 +0.07 .1271 XtrkrsMSCIEurope DBEU 2.4 29.92 –0.08 .3359
iShMSCISpain EWP 2.6 27.04 –0.19 .0677 MicroFANG-2XInvr FNGZ ... 4.33 –0.33 ... ProShUltShtAUD CROC ... 43.89 –1.40 ... SPDRSSGAFxScRt FISR 2.5 32.14 +0.05 .2312 VanEckRareEarth REMX .8 65.82 +2.98 .5348 XtrkrsMSCIEurozone DBEZ 2.0 32.78 –0.17 .372
iShMSCISweden EWD 1.0 39.80 –0.05 .2946 MicroSectFANG+2X FNGO ... 185.37 +11.79 ... ProShUSBscMtls SMN ... 10.22 –0.23 ... SPDRGenderDivers SHE 1.2 89.66 +0.91 .2869 VanEckRealAsset RAAX 6.3 22.19 –1.26 1.392 XtrkrsMSCIGermany DBGR 2.9 28.88 –0.05 .4734
iShMSCISwitz EWL 1.4 44.68 +0.95 .0226 MicroSecGold3XInvr GDXD ... 22.37 –0.44 ... ProShUltBloomCrd SCO ... 11.64 –0.05 ... SPDR US LC Low Vol LGLV 2.0 119.95 +1.58 .9641 VanEckSteel SLX 1.9 44.63 +0.23 .8333 XtrkrsMSCIJapan DBJP 2.5 45.79 +0.92 .01
iShMSCITaiwan EWT 1.8 53.08 +1.15 .9727 MicroSecGold3XLvgd GDXU ... 25.34 +0.15 ... ProShUltShBlmGas KOLD ... 47.38 –1.38 ... SPDR SSGA US XLSR 1.3 40.36 +0.45 .153 VanEckUnOil&Gas FRAK 1.6 76.49 +0.23 1.2069 XtrkMSCIKokusai KOKU .5 71.68 +0.79 .3715
iShMSCIThailand THD 2.3 77.07 –0.22 .4504 MicroUSBigBk3X BNKD ... 3.96 –0.22 ... ProShUSCnsmrGd SZK .2 9.02 –0.28 .0168 SPDR US SC LowVol SMLV 2.5 95.70 +0.65 1.0779 VanEckUranium NLR 2.2 49.19 +0.78 1.0964 XtrkUSAESGLdrs USSG 1.4 34.09 +0.46 .1553
iShMSCIUSAESGSelct SUSA 1.2 82.34 +0.75 .2629 MicroUSBigBk3X BNKU ... 25.54 +1.29 ... ProShUSCnsmrSvc SCC .1 11.84 –0.42 .0069 SPDRSolactCda ZCAN 2.5 63.88 –0.26 .7592 VangdCnsmrDiscr VCR 1.7 275.18 +2.74 3.7937 XtrkrsMuniInfra RVNU 2.4 29.24 +0.05 .0374
iShMSCIUSAEqWeight EUSA 1.4 72.20 +0.39 .2227 MicrUSBigOil3InLv NRGD ... 6.11 –0.08 ... ProShUltDow30 DXD .3 12.48 –0.31 .0384 SPDRSolactGermany ZDEU 2.8 63.33 –0.37 1.055 VangdCnsmrStpls VDC 2.5 173.92 +1.72 1.5724 XtrkrsRussell1000 DEUS 1.6 38.72 +0.33 .212
iShMSCIUSAMCMult MIDF 1.2 31.68 +0.40 .106 MicrUSBigOil3Lev NRGU ... 61.17 +0.26 ... ProShUltShEuro EUO ... 22.52 –0.07 ... SPDRSolactHK ZHOK 2.2 66.15 +1.61 .6809 VangdExtMkt VXF 1.1 164.68 –2.52 .8095 XtrkRuss1000USQu QARP 1.6 33.79 +0.45 .1717
iShMSCIUSAMulti LRGF 1.4 37.67 +0.27 .104 MSCushMLPHI MLPY 13.3 3.35 –0.06 .0885 ProShUltChina50 FXP .1 32.64 –2.39 .0207 SPDRSolactJpn ZJPN 1.7 88.55 +2.32 .7031 VangdInfoTech VGT .8 353.79 +0.91 .6898 XtrkS&P500ESG SNPE 1.4 32.84 +0.48 .1416
iShMSCIUSASize SIZE 1.4 111.17 +0.53 .39 NationwideMaxDivUS MXDU ... 36.96 –0.96 ... ProShrUltShFTSEEur EPV .1 16.22 –0.14 .0143 SPDRSolactUK ZGBR 2.8 45.92 –0.10 .6751 VangdMatrls VAW 1.7 156.97 +1.45 .8238 XtrkrsShDurHYBd SHYL 6.2 47.51 +0.15 .3438
iShMSCIUSASCMul SMLF 1.3 45.76 –0.40 .2805 NationRiskBaseIntl RBIN 1.8 27.11 –0.15 .4885 ProShUltShFin SKF .1 7.90 –0.37 .0084 SPDRSSgAGlbAll GAL 2.1 42.74 +0.09 .3629 VangdSC Grwth VBK .4 267.66 –4.25 .5023 XtrkrsUSDHYCorpBd HYLB 5.2 50.09 +0.16 .2014
M22 BARRON’S January 4, 2021

Complete FOREIGN EXCHANGE LIST: Page M34 Foreign Markets Key Cross Rates $1=€0.8186, ¥103.31, £0.7318

Europe GLOBAL STOCK MARKETS Asia


2020 Vision: After dealing with Brexit, the EU In Local Currencies In U.S. Dollars1 2021,Too: Shares in China and Hong Kong cele-
signed a China trade deal. German stocks rose. Week's Week's brated an EU trade deal—and 2020 year gains.
Index % Chg. 12/31 52-wk Range % Chg. 12/31 52-wk Range
S&P Europe BMI 0.71% The World 1.0 2009.9 2009.9– 1251.5 1.2 2690.0 2690.0– 1602.1 S&P Pan Asia BMI 1.93%
E.A.F.E.2 0.8 1173.8 1219.1– 842.4 1.4 2147.5 2161.5– 1354.3
Greece 2.80 Australia –1.4 1288.8 1434.7– 910.3 0.2 888.1 901.4– 467.9 China 3.92
Austria 1.0 492.2 570.7– 273.9 1.4 1137.9 1207.7– 560.7
Switzerland 2.51 Belgium –1.1 912.5 1121.4– 644.9 –0.7 1383.8 1549.7– 867.7 South Korea 2.74
Canada –1.2 2183.7 2271.5– 1430.3 –0.4 1853.4 1880.8– 1063.8

.
Norway 1.95 Denmark 1.5 12362.6 12452.0– 7757.5 1.8 15241.7 15368.9– 8380.3 Taiwan 2.68
Finland 1.2 763.2 770.1– 492.2 1.6 619.4 625.3– 353.7

ly
Denmark 1.45 France 0.4 2017.3 2210.8– 1356.1 0.9 2086.2 2115.6– 1241.8 Hong Kong 2.24
Germany 1.0 1012.9 1048.0– 639.1 1.4 2318.5 2330.8– 1295.2
Finland 1.24 Greece 2.6 39.6 62.2– 29.7 3.0 18.0 25.8– 11.9 Japan 1.60
Hong Kong 2.4 16951.0 17472.7– 12302.7 2.4 12139.8 12492.0– 8808.8

on
Germany 0.98 Ireland –1.1 257.2 263.3– 152.4 –0.7 240.0 246.9– 125.9 India 1.58
Italy 0.4 715.2 835.4– 490.8 0.8 282.5 291.1– 175.6
Sweden 0.61 Japan 1.9 1103.8 1112.4– 754.2 2.3 3855.0 3871.6– 2503.2 Singapore 0.81
Netherlands –0.2 2148.4 2159.3– 1339.8 0.2 4304.0 4345.3– 2386.2

us ,
Italy 0.51 New Zealand –0.8 196.2 205.5– 150.5 0.5 214.5 218.3– 129.5 New Zealand 0.11
Norway 1.4 2806.7 3058.6– 2130.0 2.2 2341.5 2481.9– 1377.6

l
France 0.41 Portugal3 –0.2 100.0 113.1– 74.0 0.2 80.2 81.3– 51.9 -0.47 Indonesia

e
al a
Singapore 0 1508.3 1759.1– 1178.7 0.6 3510.7 4018.6– 2483.6
-0.47 Netherlands Spain –0.6 791.7 974.0– 589.8 –0.2 407.5 442.2– 275.0 -0.54 Malaysia
Sweden 0.6 15109.9 15400.9– 10157.6 1.3 9516.9 9616.9– 5094.4

ci on
-0.53 Spain Switzerland 2.6 1423.6 1511.4– 1105.4 3.4 6916.8 6925.0– 4831.4 -0.72 Philippines
U.K. –0.7 1809.9 2195.2– 1428.2 0.3 1031.0 1194.7– 683.9
-0.65 U.K. U.S.A. 1.1 3667.9 3667.9– 2128.1 1.1 3667.9 3667.9– 2128.1 -1.23 Australia
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-0.75 Belgium -2.59 Thailand
Source: Morgan Stanley Capital International Perspective, Geneva.

er s
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

KEY FOREIGN STOCK MARKET INDEXES


m er S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 12/31/20 % Chg. 12/31/20 % Chg. 12/31/19 12/31/19 12/31/19
m rp
Amsterdam AEX 624.61 –0.28 +20.03 +3.31 Mexico City IPC 44066 +1.60 +525.86 +1.21 Americas 413.23 0.82 352.84 60.39 17.11
Brazil 1202.29 0.95 260.65 1.15 321.59 — 60.94 — 18.95
Athens General 808.99 +2.73 –107.68–11.75 Milan FTSE All Share 24202 +0.47 –1426.21 –5.56 Canada 536.85 — 1.07 535.57 — 0.28 512.59 22.98 4.48
Chile 291.02 1.16 179.61 1.63 197.06 — 17.45 — 8.85
Bangkok SET 1449.35 –2.49 –130.49 –8.26 Moscow RTS 1387.46 +0.66 –161.46–10.42 Mexico 740.02 1.69 299.89 1.35 310.96 — 11.07 — 3.56
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

U.S. 39219.62 0.85 39219.62 0.85 33035.38 6184.24 18.72


Bombay Sensex 47751 +1.66 +6497.59+15.75 Oslo Composite 1047.59 +2.02 +15.35 +1.49 Latin America 258.38 1.27 304.77 — 46.38 — 15.22
co o

Europe 427.18 1.14 408.14 19.04 4.66


Brussels Bel-20 3621.28 –1.04 –334.55 –8.46 Paris CAC 5551.41 +0.53 –426.65 –7.14 Austria 278.88 1.65 283.22 2.09 299.44 — 16.21 — 5.42
Belgium 335.81 — 0.75 341.04 — 0.33 368.41 — 27.37 — 7.43
Santiago Selective 2857.61 +1.06 –478.25–14.34 Denmark 2423.72 1.45 2493.20 1.81 1769.38 723.82 40.91
Buenos Aires Merval 51226 –0.76 +9555.08+22.93
F

Finland 1546.71 1.24 1570.81 1.68 1329.35 241.46 18.16


Sao Paulo Bovespa 119017 +1.03 +3371.90 +2.92 France 413.76 0.41 420.20 0.84 412.89 7.32 1.77
Copenhagen OMX 20 1465.17 +1.42 +329.38+29.00
Germany 495.95 0.98 503.68 1.41 455.73 47.94 10.52
Seoul Composite 2873.47 +2.37 +675.80+30.75 Greece 18.46 2.80 20.52 3.24 23.73 — 3.21 — 13.54
Dublin ISEQ 7531.53 +1.02 +348.12 +4.85
Ireland 723.31 — 1.06 734.58 — 0.63 665.38 69.20 10.40
Shanghai Composite 3473.07 +2.25 +422.95+13.87 Italy 219.75 0.51 223.18 0.94 217.35 5.83 2.68
EURO STOXX SXXE 397.56 +0.38 –6.38 –1.58
Netherlands 780.23 — 0.47 792.39 — 0.05 624.39 168.00 26.91
Shenzhen B Share Idx 1086.72 +2.18 +125.10+13.01 Norway 630.73 1.95 515.56 2.75 500.64 14.92 2.98
EURO STOXX 50 SXSE 3552.64 +0.26 –192.51 –5.14
Portugal 65.06 0.26 72.32 0.68 68.24 4.08 5.98
Singapore FTSE STI 2843.81 +0.06 –379.03–11.76 Russia 2358.51 1.04 253.04 1.11 290.94 — 37.90 — 13.03
Frankfurt DAX 13718 +0.97 +469.77 +3.55 Spain 363.90 — 0.53 369.58 — 0.10 399.59 — 30.02 — 7.51
Stockholm OMXS 768.38 +1.06 +87.56+12.86 Sweden 1506.53 0.61 1292.17 1.29 982.90 309.27 31.47
Helsinki OMHX 10872 +1.41 +997.39+10.10 Switzerland 629.05 2.51 1038.06 3.33 940.04 98.02 10.43
STOXX Europe 50 SXSP 3108.30 +1.08 –294.73 –8.66 United Kingdom 261.86 — 0.65 237.05 0.33 267.99 — 30.94 — 11.54
n-

Hong Kong Hang Seng 27231 +3.20 –958.62 –3.40 South Africa 885.68 0.70 294.27 0.21 316.49 — 22.23 — 7.02
STOXX Europe 600 SXXP 399.03 +0.77 –16.81 –4.04 Pacific Region 279.81 2.45 238.86 40.96 17.15
Istanbul IMKB 1476.72 +3.55 +332.47+29.06 Australia 475.24 — 1.23 532.40 0.33 485.26 47.13 9.71
Sydney S&P/ASX 200 6587.10 –1.17 –96.97 –1.45
China 615.87 3.92 755.42 3.97 590.76 164.66 27.87
Jakarta Composite 5979.07 –0.49 –320.47 –5.09 Hong Kong 501.59 2.24 501.50 2.22 477.15 24.34 5.10
Taipel Weighted 14732 +2.80 +2735.39+22.80
no

India 1344.65 1.58 722.88 2.25 624.41 98.47 15.77


Johannesburg All Share 59408 +0.39 +2324.58 +4.07 Japan 141.74 1.60 171.41 1.98 155.29 16.13 10.38
Tel Aviv 125 Index 1568.09 +2.49 –48.61 –3.01
Malaysia 251.19 — 0.54 163.45 0.40 156.90 6.55 4.18
Kuala Lumpur Composite 1627.21 –0.85 +38.45 +2.42 New Zealand 442.87 0.11 620.97 1.46 494.63 126.34 25.54
Tokyo Nikkei-225 27444 +2.95 +3787.55+16.01
Philippines 364.75 — 0.72 303.05 — 0.65 313.51 — 10.46 — 3.34
LISBON PSI 3799.70 +0.84 +434.45+12.91 Singapore 192.84 0.81 236.37 1.22 224.34 12.03 5.36
Toronto S&P/TSX 17433 –1.08 +369.93 +2.17
South Korea 1129.80 2.74 1762.81 4.32 1222.99 539.82 44.14
London FTSE - 100 6460.52 –0.64 –1081.92–14.34 Taiwan 146.71 2.68 170.46 2.79 129.43 41.03 31.70
Vienna ATX 2780.44 +1.58 –406.50–12.76
Thailand 320.64 — 2.59 514.57 — 2.40 567.16 — 52.59 — 9.27
Euro Zone 158.66 0.80 148.72 9.94 6.69
Madrid IBEX 35 8073.70 –0.47 –1475.50–15.45 Wellington S&P/NZX 50 13091 +0.41 +1599.74+13.92
Europe Developed (ex U.K.) 574.46 1.39 520.07 54.39 10.46
Europe (Nordic) 1288.10 1.64 1005.63 282.47 28.09
Manila Composite 7139.71 –0.90 –675.55 –8.64 Zurich Swiss 10703 +2.80 +86.57 +0.82
Pacific (ex. Japan) 390.05 2.70 321.74 68.31 21.23
World (ex US) 234.84 1.68 214.75 20.09 9.36
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 319.69 1.23 279.60 40.09 14.34
that of the week of publication. GLOBAL DOW 3488.15 1.15 3251.24 236.91 7.29
s2020 S&P Dow Jones Indices. All Rights Reserved.
January 4, 2021 BARRON’S M23

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.
NTHeritage 15.53 -0.17 43.3 87.4 MultiAstIncome 11.17 0.08 6.3 16.1 S/MCapGrowth 17.05 -0.16 34.4 69.8
A NTHighInc 9.84 0.05 7.7 19.4
Moneyed Market: In 2020’s final week, investors pulled cash from equity funds, widening
NatlMuni p 11.38 0.01 4.0 11.8 S/MCapValue 12.80 -0.06 4.8 14.8
NTIntlVal 9.71 0.09 10.2 6.0 NYMUNIOPP 11.23 0.00 0.1 7.7 Brown Advisory Funds:
AAM: NTFocLgCapVal 11.77 0.17 3.5 23.5 ScTechOppA 59.87 0.06 86.2 173.3 GrowEqInv n 32.69 0.36 32.4 95.3
B&GIncGroClI 20.76 0.29 6.6 31.3 SDIPB 10.74 0.02 5.6 12.0
that last month’s average weekly outflow to $10 billion. Taxable-bond fund inflows ebbed StratMuniOpp 11.55 0.00 0.3 7.8 GrwthEquityInst 33.21 0.37 32.6 96.1
AB Funds: Sustain Equity 38.59 0.57 20.2 NS slightly to $6.7 billion, while muni-bond inflows averaged $1.6 billion. Money-market funds StrtIncOpptyInvA 10.37 0.02 6.9 13.8 SmCapGrInv n 28.89 -0.25 31.8 68.2
AlBeGblBndFdClZ p 8.69 0.02 5.1 13.5 American Century I: TotRet 12.23 0.02 8.6 17.5 BrownSmCoInv n:
AllMktRtrn1 8.40 0.07 0.3 1.6 CaHYMu 11.09 0.01 4.2 15.4 took in enough cash to trim their average weekly outflow to $0.4 billion. The Investment BlackRock Funds Blrk: BrownSmCoInv n 133.34 -2.21 45.3 86.4
CapFdInc.LCapGow 82.53 0.94 34.5 84.6 DivBnd 11.33 0.02 8.2 16.1 CapAppr 40.97 0.35 40.6 90.0 Buffalo Funds:
DiscovValFd 20.19 0.00 3.4 5.7 EmgMkt 15.20 0.52 25.2 24.0
Company Institute says cash drains from equity funds totalled $36 billion in the month of BlackRock Funds C: DiscFd n 30.01 -0.20 33.8 64.6
IntDurInstl 15.89 0.02 7.9 16.9 EqInc 9.03 0.10 1.2 20.6 November, down from October’s $86 billion outflow. EqtyDivd t 19.13 0.14 2.3 18.7 SmCap n 20.83 -0.53 66.4 121.0
IntlStraEquPtZ 12.76 0.17 4.4 6.4 Growth 47.60 0.25 35.5 81.1 GlblAlloc t 19.14 0.13 19.8 27.8
MuniIncmShares 12.39 0.01 6.2 19.2 IntTF 11.87 0.00 4.9 13.5 HlthScOp 63.38 0.74 18.6 58.1 C

.
SmCapGrwPortZCl 84.39 -2.37 54.1 108.7 MdCapVal 17.03 0.13 1.9 14.7 Equity Funds Municipal Bond Funds MultiAstIncome 11.14 0.06 5.3 13.5
AB Funds - A: 6900 1790

ly
OneChoice2030 13.38 -0.73 12.9 26.9 BlackRock Funds III: Calamos Funds:
BalWlthStrA p 16.14 0.19 4.8 15.4 OneChoice2035 16.87 -0.97 14.1 29.1 iShS&P500IdxK 444.28 6.35 18.4 48.8 ConvI 22.17 -0.03 48.8 79.1
GlobalBondA p 8.69 0.02 4.7 12.4 OneChoiceRet 13.50 -0.05 10.9 23.7 iShUSAggBdIdxK 10.90 0.03 7.6 16.9 Gr&IncA p 40.78 0.48 22.4 48.3
GrowthA p 102.80 0.83 35.9 84.8 SDIPB 10.73 0.02 5.1 10.4 1400 1480 BlackRock Funds Inst: Gr&IncI 38.94 0.45 22.7 49.4
HighIncomeA p 8.03 0.03 2.9 10.1 SmCapVal 8.72 0.01 9.2 21.3 AdvIntl Inst 17.87 0.23 7.4 10.9 GrowthA p 37.21 0.17 32.9 64.0
LgCpGrA p 74.65 0.84 34.0 82.8 Ultra 79.35 0.87 50.1 104.2 AdvLgCapCore 20.08 0.28 19.9 46.5 MktNeutA p 14.08 0.03 5.2 13.6
-4100 1170

on
MuCA A p 11.50 0.00 4.8 12.3 American Century Ins: AdvSmCapInst 24.30 -0.65 33.4 69.6 MktNeutI 13.89 0.02 5.4 14.5
NtlMuA p 10.70 0.00 4.8 12.3 CAIntTf 12.28 0.01 4.0 11.9 BalCapFd 25.95 0.25 15.4 36.2 Calvert Investments:
RelatValA p 5.72 0.05 2.8 19.2 American Century Inv: -9600 860 BasicVal 18.95 0.21 3.3 18.5 Bal A 39.40 -0.30 15.4 38.9
SmCpGroA p 74.36 -2.09 53.6 106.6 Balanced n 20.25 0.12 12.6 29.4 CAInsMun 12.75 0.00 1.5 9.3 Eq A p 66.73 1.04 24.3 78.2
SmMdCpGrA p 14.00 -0.32 52.5 90.0 CaHYMu n 11.09 0.01 3.9 14.6 CapAppr 40.61 0.34 40.5 89.4 Carillon Eagle:
SustGlblThemGrA p 159.26 1.19 39.4 62.6 CAIntTF n 12.27 0.00 3.7 11.1 -15100 550 EmgMkts 31.96 1.17 24.5 40.6 MdCpGrA p 90.11 -0.97 39.8 76.0
AB Funds - ADV: Nov Dec Nov Dec

us ,
DiscCoreVal n 37.27 0.36 11.9 29.2 EqtyDivd 20.15 0.16 3.3 22.2 Carillon Reams:
ConGroAdv 50.79 0.83 21.3 71.9 DivBnd n 11.33 0.02 8.0 15.4 FloRateIncPorIns 9.87 0.02 2.6 11.1 CoreBd I 13.06 -0.24 15.4 26.1

l
GlbBd 8.69 0.02 5.1 13.4 EmgMkt nr 14.82 0.51 25.0 23.3 Money Market Funds Taxable Bond Funds LgCpFocusGwth 7.36 0.05 46.8 99.5 CorePlBd I 35.68 -1.32 16.6 27.2
HiIncmAdv 8.04 0.03 3.2 11.0 EqGro n 31.79 0.28 14.5 37.7 6200 10600 GlblAlloc 21.67 0.15 21.0 31.8 UnconstrndBd I 12.97 -0.01 11.2 18.8

e
al a
IntlSmCapPtADV 11.99 0.17 8.1 6.2 EqInc n 9.02 0.10 1.1 19.9 GlobLg/ShrtCrIns 9.93 0.00 4.0 9.7 Carillon Scout:
IntlStraEquPtADV 12.74 0.17 4.4 6.4 FocusDynamGrowth n 53.68 -0.13 73.3 144.2 HlthScOp 78.02 0.92 19.8 62.9 Intl I 17.95 0.23 4.4 10.5
IntlStrgCore 12.68 0.15 5.6 13.7 GinnieMae n 10.70 0.00 3.7 10.6 HYMuni 10.10 0.01 4.5 17.5 MidCap I r 23.62 -0.02 27.3 38.7
LgCpGrAdv 82.74 0.94 34.4 84.2 GlGold nr 13.08 0.00 18.9 51.8 -1600 8900 iShMSCIIntldx 14.68 0.20 8.0 14.0 CausewayInst :

ci on
NationalPtf 10.70 0.00 5.0 13.2 GovtBd n 11.61 0.01 6.7 13.9 MdCpGrEq 44.03 -0.35 46.1 104.7 CausewayInst 16.24 0.12 5.4 3.0
SelectUSLgShrt 13.84 0.12 10.2 27.0 Grwth n 46.51 0.25 35.2 80.1 MultiAstIncome 11.16 0.05 6.4 16.8 Chartwell:
SmCapCorePortADV 13.14 -0.16 12.3 20.9 Heritage n 25.86 -0.28 42.5 83.1 -9400 7200 NatlMuni 11.37 0.01 4.3 12.6 Income n 13.49 NA NA NA
SmMdCpGr 15.47 -0.35 53.0 91.4 InfAdjBd n 12.65 0.03 10.3 16.0 NYMUNIOPP 11.22 0.00 0.2 8.4 CIBC Atlas:
SmMidCpValAdv 20.96 0.00 3.3 5.5 Intl Gr n 15.31 0.20 25.6 36.2 ScTechOppInst 65.18 0.07 86.7 175.3 DispEq Inst 26.23 NA NA NA
SustGlbThemAdv 170.90 1.28 39.7 63.9 IntlOppt n 13.49 0.28 31.1 30.7 StratIncOpptyIns 10.37 0.02 7.2 14.8 ClearBridge:
TxMgdWlthAppAdv 18.43 0.21 12.7 27.8 IntTF n 11.87 0.01 4.8 12.8 -17200 5500 StratMuniOppI 11.56 0.01 0.6 8.6 AggressGrowthA 173.78 NA NA NA
WlthApprStr 18.72 0.21 13.0 28.3 FocLgCapVal n 11.02 0.16 2.5 20.4 Nov Dec Nov Dec TotRet 12.23 0.02 9.0 18.7 AggressGrowthI 202.68 NA NA NA

er s
AB Funds - C: MdCapVal n 17.01 0.12 1.6 13.9 WorldInc 6.38 0.02 9.0 17.0 AllCapValueA 12.51 NA NA NA
LgCpGrC t 52.11 0.59 33.0 78.7 OneChAgg n 17.14 -1.46 18.2 34.6 The charts above show four-week moving averages of net cash flow in millions of dollars. Those below are for last month. BMO Funds: AppreciationA 28.71 NA NA NA
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

AB Funds - I: OneChCon n 14.72 -0.59 12.8 24.5 CorePlBdI 12.52 0.03 8.3 17.3 AppreciationI 28.48 NA NA NA
GlbBd
LgCpGroI
8.69 0.03
82.22 0.94
5.1 13.4
34.4 84.1
OneChMod n 16.67
OneChoice2025 n 15.08
-1.18
-0.84
16.1
11.4
30.2
24.3
m er
Monthly Equity Cash Flow ($bils) Equity Portfolio Cash as % of Assets
IntrTaxFree I
UltrShtTxFrI
11.60
10.10
0.00
0.00
3.9 11.9
1.2 4.6
AppreciationIS 28.58
DividendStrat1 n 26.76
NA
NA
NA
NA
NA
NA
SmCpGroI 83.82 -2.35 54.0 108.2 OneChoice2030 n 13.39 -0.71 12.6 26.1 BNY Mellon: DividendStratA 26.74 NA NA NA
Aberdeen Fds: OneChoice2035 n 16.86 -0.93 13.9 28.3
-11 3.3 SCMultiStrM 23.62 -0.33 30.7 45.9 DividendStratI 27.55 NA NA NA
EmMktEqty Inst 20.32 0.59 27.9 31.5 OneChoice2045 n 18.07 -0.98 16.4 32.6 BNY Mellon Funds: LargeCapGrowthA 60.04 NA NA NA
UltStMuniIncInst 10.04 0.00 0.9 3.9 OneChoiceRet n 13.50 -0.04 10.7 22.9 Aprec pn 39.40 0.66 24.0 56.9 LargeCapGrowthC 45.59 NA NA NA
USSmCapEq Inst 41.55 -0.22 27.4 38.5 -38 2.9
m rp
Select n 100.96 1.22 34.0 76.0 CA AMTMuBdZ nr 15.23 0.01 4.1 11.6 LargeCapGrowthI 67.72 NA NA NA
Acadian Emerging Markets: SmCapGrowth n 24.57 -0.61 50.9 96.2 Dr500In tn 52.87 0.75 17.8 46.6 LargeCapValueI 32.77 NA NA NA
AcadnEm Inv n 22.58 0.50 10.3 5.9 SmCpVal n 8.62 0.00 8.9 20.6 Dreyf n 14.74 0.16 26.6 58.9 MidCapA 36.96 NA NA NA
AIG Funds: Sustain Equity n 38.46 0.56 19.3 50.8 DreyMid r Inv nr 33.18 -0.11 13.1 25.7 SmallCapGrowthA 46.39 NA NA NA
FDivStII t 15.57 0.07 -6.7 -2.0
-65 2.5
Ultra n 75.94 0.82 49.8 102.9 FloRtIncY 11.31 0.02 2.7 9.4 SmallCapGrowthI 50.88 NA NA NA
Akre Funds: Value n 8.20 0.07 0.7 15.8 GblRealRtY 16.59 -0.02 9.9 24.3 SmallCapGrowthIS 51.74 NA NA NA
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

AkreFocusInst 55.05 1.26 20.7 72.4 American Century R6: GlbStkI 26.02 0.47 19.5 52.1 Clipper:
AkreFocusRtl 53.53 1.22 20.4 71.1 AmCentUltraFdR6 79.68 0.87 50.3 105.1 -92 2.1 GlFxIncI 23.18 -0.43 8.1 16.1 ClipperFd n 131.69 3.03 10.0 24.1
Alger Funds A: EmgMkt 15.21 0.52 25.4 24.5 D J F M A M J J A S O N D J F M A M J J A S O N HYldI 6.15 0.02 4.8 15.8 Cohen & Steers:
co o

CapApr 32.95 0.30 41.6 86.7 EqInc 9.04 0.10 1.4 21.1 InstS&PStkIdx I 67.54 0.96 18.2 48.0 GlbRltyI 54.35 0.85 -2.4 17.1
SpectraN 29.48 0.23 43.6 88.1 Growth 47.60 0.25 35.7 82.0 BARRON'S • Lipper FMI; Investment Company Institute Interm n 13.99 0.01 4.3 12.3 InstlRlty 43.31 0.57 -2.6 24.4
Alger Funds I: MdCapVal 17.02 0.12 2.0 15.2 IntlStkI 24.46 0.45 19.3 40.8 IntlRltyI r 12.01 0.21 -0.8 18.1
CapAppr I-2 99.95 0.96 41.8 89.2 OCP2025 11.23 -0.92 11.7 25.5 IntlStkY 24.17 0.46 19.4 40.9 PrefSecIncmA 14.38 0.04 6.2 18.8
F

Alger Funds Inst: Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
OCP2030 12.12 -0.76 13.1 27.6 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. MunBd nr 12.12 0.00 4.7 13.3 PrefSecIncmC 14.29 0.04 5.5 16.5
CapApprI 41.77 0.39 41.3 86.5 OCP2035 11.65 -1.02 14.4 29.7 NewtonIntlEqY 23.84 0.48 13.9 13.6 PrefSecIncnI 14.41 0.04 6.5 19.8
Allianz Fds Admin: OCPINRET 10.81 -0.06 11.2 24.3 IncoA p 23.55 0.19 5.0 18.4 DivArbI 11.52 NA NA NA RisingDivd n 19.34 -0.09 6.5 29.3 Ca Mu n 14.67 0.00 3.4 10.0 NY Tax nr 15.20 0.01 3.9 11.3 RltyIncA p 15.34 0.19 -2.0 22.7
RCMTechI 94.80 -0.88 69.6 131.6 SmCpVal 8.72 0.01 9.3 21.9 IntBdA p 14.27 NA NA NA LgCapDefStyle I 26.37 NA NA NA DivrMuni n 14.85 0.00 4.1 11.0 ResrchGrA 20.42 0.02 46.0 89.8 RltyIncI 16.30 0.20 -1.8 23.7
Allianz Funds A:
RCMGrowthA 70.32 0.63 48.5 87.5
American Century Y:
IntTF 11.86 0.00 4.9 13.5
IntlGrIncA p
LtdTEBdA
38.35
16.20
0.58
-0.09
7.8
4.0
17.3
10.0
LgCapDefStyle R
LgCapMomStyle I
26.34
23.56
NA
NA
NA
NA
NA
NA
B EmMkts n
IntmDur n
32.54
13.84
0.78 15.3 11.7
0.01 7.1 16.4
ResrchGrZ n 20.96
SelMgrSmCpGroY 32.47
0.02
-0.48
46.3
36.6
90.8
63.3
RltyShs n 61.03
Colorado BondShares:
0.80 -2.9 23.7

RCMTech t 76.43 -0.72 69.0 129.2 American Funds Cl A: N PerA p 60.49 0.91 33.4 63.3 LgCpMultiStyle R 17.89 NA NA NA Baird Funds: NY Mun n 14.28 0.00 2.9 9.4 SmCpStk r Inv nr 29.46 -0.06 10.9 23.6 ColoradoBdShs 9.32 0.00 5.0 16.8
AllianzGI: 2010TarRetA p 11.75 -0.36 8.8 20.0 NEcoA p 59.51 0.49 33.5 61.6 MgdFutStrI 7.84 NA NA NA AggBdInst 11.77 0.01 8.6 18.6 BlackRock Funds: SmMidCpGrI 38.92 -1.10 68.5 130.8 Columbia Class A:
MidCpValA 30.69 0.28 1.0 9.0 2015TarRetA p 12.49 -0.41 9.6 21.7 NwWrldA 87.95 1.68 24.8 39.5 MgdFutStrN 7.77 NA NA NA CorBdInst 12.14 0.00 8.8 19.2 CoreBd A 10.13 0.01 7.9 17.2 StratValA r 38.03 0.58 3.7 17.4 AcornA t 12.69 -0.25 29.2 54.5
Amana Income: 2020TarRetA p 13.75 -0.47 10.6 23.6 SmCpA p 79.55 -0.16 37.4 62.3 Aquila Funds: IntBdInst 11.69 0.00 7.4 15.7 CoreBd Inst 10.12 0.02 8.2 18.2 U.S.EqY 24.66 0.24 18.1 50.0 AMTTEBd 16.92 0.01 5.0 14.6
AmanaIncm n 56.41 0.71 13.3 34.6 2025TarRetA p 15.39 -0.42 13.3 28.0 STBFA p 10.09 -0.10 3.5 7.7 HI TF A 11.60 -0.02 3.5 8.9 QualIntMunBdInst 12.03 -0.02 4.4 11.6 CoreBd K 10.15 0.02 8.2 18.4 WWGrA 64.55 1.15 24.4 53.2 BalancedA t 48.68 0.42 17.6 35.7
AmanaGrowth n: 2030TarRetA p 16.80 -0.43 14.8 31.1 STTxExBdA 10.34 -0.03 2.6 6.9 ArbitrageI : ShtTBdInst 9.92 0.00 4.2 10.7 CreStraInc Inst 10.58 0.03 6.8 18.3 BNY Mellon Funds Tru: BldrAggrsv 13.55 0.13 14.2 28.3
AmanaGrowth n 56.21 0.52 32.6 80.7 2035TarRetA p 17.85 -0.43 17.2 36.1 TECAA p 18.35 -0.07 4.4 12.8 ArbitrageI 13.22 -0.02 5.7 12.3 Baron Funds: HiYBlk 7.79 0.03 5.8 18.9 BondFd 13.36 0.03 7.9 16.8 BldrMod p 11.97 0.08 12.0 23.9
Amer Beacon Insti: 2040TarRetA p 18.57 -0.40 18.4 38.2 TxExA p 13.62 -0.02 4.6 13.0 Ariel Investments: Asset n 111.11 -0.22 33.0 82.7 HiYInvA 7.79 0.04 5.5 17.4 EmgMkts 12.90 0.39 12.9 11.1 ConSec A 30.04 -0.10 47.9 84.7
IntlInst 18.35 0.13 1.1 1.0 2045TarRetA p 19.00 -0.38 18.8 39.0 WshA p 50.17 0.74 7.7 31.3 ApprecInv pn 43.32 0.51 7.4 15.1 GlobalAdv n 51.34 -1.03 79.0 149.6 HiYldBd Inst 7.78 0.03 5.7 18.4 IncomeStk 8.51 0.13 -1.9 15.4 ContCoreA p 30.24 0.36 22.0 46.9
n-

LgCapinst 24.58 0.32 3.3 17.8 2050TarRetA p 18.72 -0.36 19.1 39.6 AMG Funds: Ariel Inv pn 67.60 0.97 10.0 18.4 Growth n 104.54 0.18 32.7 80.6 InflProtBdInst 11.88 0.01 11.5 18.4 IntlFd 14.11 0.19 7.2 9.2 DisplCoreA p 12.93 0.15 13.8 36.0
SmCpInst 25.09 0.04 4.0 8.4 AmcpA p 39.11 0.49 21.4 50.4 RRSmCapValI 13.65 0.17 2.0 23.8 Artisan Funds: Opportunity n 40.03 -0.86 88.8 186.1 LDurBlk 9.76 0.00 3.5 9.6 IntmBdFd 13.11 0.01 5.6 12.2 DivIncA t 25.79 0.30 7.5 31.1
Amer Beacon Inv: AMutlA p 44.61 0.59 4.7 24.9 AMG Managers Funds: GblOppInst 36.71 NA NA NA Partners n 164.18 4.96 148.5 253.1 LowDurBdA 9.77 0.01 3.2 8.7 MCMultiStrM 20.90 0.06 22.9 46.1 DivOpptyA 34.34 0.45 0.8 17.7
LgCapInv 22.18 0.29 2.9 16.7 BalA p 30.20 0.28 10.9 28.6 Brandywine I n 58.76 -0.60 29.7 59.8 GblOppInv n 36.04 NA NA NA SmallCap n 36.83 -0.43 40.3 74.8 LowDurI Inst 9.77 0.01 3.4 9.5 NtlIntmMuni 14.20 0.01 4.7 13.1 EqValA 12.57 0.08 3.7 16.8
American Century A: BondA p 14.22 NA NA NA GWKMBd I 12.52 0.01 4.7 13.6 Intl Inv n 34.78 NA NA NA Baron Instl Shares: BlackRock Funds A: NtlShTMuni 12.97 0.00 1.9 6.1 FocEqA t 22.87 0.21 40.5 82.6
EqIncA p 9.02 0.10 0.8 19.0 CapIBA p 63.01 0.69 3.3 12.7 LoomisSaylesBd I 28.13 0.10 7.6 17.7 IntlInst 34.95 NA NA NA AssetInst 116.30 -0.23 33.3 84.2 AdvLCGrwA 20.67 0.23 34.1 73.7 Boston Trust Walden: GlobEq 17.41 0.34 26.6 68.3
no

American Century G: CapWA p 21.55 0.10 9.9 16.5 LoomisSaylesBd N n 28.13 0.10 7.3 17.1 IntlVal Inst 40.08 NA NA NA DiscoveryInst 34.79 -0.84 66.1 112.1 AdvLgCapCore p 19.23 0.27 19.5 45.4 BostonBalanced 56.29 0.54 7.8 33.5 GlobTech 58.91 0.50 46.0 106.2
GlBond 10.61 0.02 5.3 15.7 CapWGrA 59.39 1.03 15.4 29.8 TSIntlSC I 18.49 0.33 13.7 11.6 IntlVal Inv n 39.98 NA NA NA EmergingMktsInst 19.06 0.58 29.2 25.2 BalCapFd 25.84 0.25 15.1 35.2 Braddock Multi Strat: HiYldBd 12.06 0.05 5.5 17.7
InfAdjBd 12.64 0.04 10.8 17.7 EupacA p 69.34 1.26 24.8 34.4 TSSmCapGrFd Z 20.65 -0.11 33.4 75.2 MidCapInst 55.47 NA NA NA GlobalAdvInst 52.26 -1.04 79.5 151.5 BasicVal 18.61 0.20 3.0 17.4 Income Fund 7.17 -0.01 -27.9 -20.7 IncmBldr t 12.99 0.06 10.2 22.3
NT IntlGr 14.15 0.18 27.3 42.8 FdInvA p 69.15 0.68 15.0 37.0 TSSmCpGrFd N n 19.66 -0.11 33.0 74.1 MidCapInv n 47.86 NA NA NA GrowthInst 108.85 0.19 33.1 82.0 CAInsMuni 12.74 0.00 1.2 8.5 Bridge Builder Trust: LgCpGrowA t 51.70 0.23 34.1 74.5
NT MdCapVal 12.86 0.10 2.6 17.4 GBalA p 37.41 0.46 10.5 21.6 YachtmanFocFd I 19.03 0.26 17.5 44.6 MidCapVal Inv n 19.39 NA NA NA PartnersInst 169.04 5.12 149.2 255.9 CapAppr 36.60 0.31 40.1 87.9 CoreBond 10.79 0.02 8.5 18.8 LgCpIdx pn 56.18 0.80 17.8 46.8
NTDiscGro 14.85 0.13 34.1 68.4 GovtA p 14.94 NA NA NA YacktFocFd N n 19.09 0.25 17.3 43.7 SmCpInv n 51.58 NA NA NA RealEstateInst 36.02 -0.30 44.3 62.5 EqtyDivd p 20.07 0.15 3.0 21.3 CorePlusBond 10.60 0.02 9.3 19.9 LgCpVl A 14.72 0.20 5.3 21.5
NTDvBnd 11.47 0.02 8.4 17.1 GwthA p 67.54 0.77 37.8 71.5 YacktmanFd I 21.26 0.32 15.3 39.3 Ashmore Funds: SmallCapInst 38.97 -0.45 40.7 76.2 GlblAlloc p 21.51 0.15 20.7 30.7 Intl Eq 13.36 -0.10 13.6 21.3 LiGoBalA p 13.11 0.11 13.0 26.5
NTEmgMkt 14.97 0.53 27.2 28.4 HI TrA p 10.14 0.01 6.5 16.9 Angel Oak Funds Trst: EmgMktTRInst 7.55 NA NA NA BerkshireFocus n: HlthScOp p 73.84 0.87 19.5 61.6 LargeCapGrowth 20.57 0.06 34.8 80.1 MdCpIndxA pn 16.36 -0.06 13.1 25.7
NTEqGrp 11.23 0.10 15.4 40.7 HiInMuniA 16.57 -0.02 4.4 15.4 AglOkMtiStFdClIn 10.34 NA NA NA Ave Maria Funds: BerkshireFocus n 44.14 NA NA NA LgCp Focus Gr 6.71 0.05 46.4 97.6 LargeCapValue 14.72 0.12 9.1 28.7 MidCapGthA t 26.98 -0.35 34.9 72.0
NTGrwth 20.49 0.11 36.2 85.9 ICAA p 44.42 0.63 14.5 33.3 AQR Funds: Growth pn 42.72 -1.52 18.4 59.4 Bernstein Fds: MdCpGrA 37.89 -0.31 45.7 103.1 MunicipalBond 10.74 0.01 4.0 13.0 SelgComuInfoA 104.34 0.85 44.3 104.9

About our Funds reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN:
fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may capital. x: ex cash dividend. All data supplied by Lipper.
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
M24 BARRON’S January 4, 2021

Mutual Funds Data provided by

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.
SelMidCpValA 11.58 0.12 6.5 21.0 LongShortI 26.42 NA NA NA WW Hlth Science p 13.02 0.24 13.0 50.9 TechA t 89.41 -0.98 63.9 127.5 Freedom2025 K 15.42 -0.42 14.7 29.2 LCapGrEIdx n 27.89 0.18 36.0 72.0 Pharm n 23.68 0.37 11.1 54.7 US Val A t 18.83 0.18 6.5 19.6
SmCapGthA t 29.88 -0.75 69.8 133.2 SmMidCapI 22.87 NA NA NA Eaton Vance Class I: Fidelity Adv Focus C: Freedom2025K6 15.39 -0.44 14.9 29.6 LevCoSt n 41.05 0.21 26.7 43.6 Retail nr 22.75 0.15 44.3 90.7 US Val I r 19.19 0.19 6.8 20.6
SmCpIdxA pn 25.15 -0.06 10.9 23.5 Dimensional Fds: AtlCpSMID 37.59 0.28 11.2 41.5 HthCarC p 49.06 -0.11 20.2 62.6 Freedom2030 K 19.26 -0.55 15.7 31.3 LgCpVHIdx n 14.07 0.17 4.4 19.9 Semiconductors r nr 16.22 0.19 44.0 109.0 FMI Funds:
StratIncA 25.13 0.08 7.1 16.9 2TGlFxd 9.94 0.00 0.9 5.8 FloatRtHiInc 8.61 0.01 2.7 11.3 Fidelity Adv Focus M: Freedom2030K6 19.21 -0.58 15.8 31.7 LmtTrmMuniIncm n 10.87 0.00 3.3 9.0 Softwr nr 27.12 0.06 45.4 110.3 IntlInvst n 32.38 0.23 0.1 6.1
TaxEA 13.60 0.00 3.4 12.1 5GlbFxdInc 10.89 0.00 1.5 7.4 FltgRt 8.72 0.01 2.3 10.4 Tech p 83.17 -0.91 63.5 125.8 Freedom2035 K 16.55 -0.40 17.3 33.9 LowP nr 48.63 0.56 9.3 22.6 Tech nr 26.87 0.14 63.7 125.6 LgCapInvst n 19.50 0.29 10.2 31.0
TechA p 58.50 0.36 49.4 109.4 CAIntrTrmMuniBd 10.89 0.00 2.8 8.4 GblMacAbR 8.75 -0.06 3.6 9.9 Fidelity Advisor: Freedom2035K6 16.52 -0.42 17.4 34.5 LowPriStkK r 48.57 0.56 9.4 22.9 UtilGr nr 91.74 1.87 0.6 33.9 FPA Funds:
TotReBdA t 38.37 0.09 12.0 22.3 CASTMuniBd 10.29 -0.01 0.7 3.5 IncBos 5.58 0.03 5.1 16.3 SrsAdvIntlCapApp 29.46 0.68 22.2 41.5 Freedom2040 K 11.75 -0.25 18.4 35.3 LowPriStkK6 12.99 0.14 9.3 23.5 Fidelity Series: FPACres n 35.97 0.54 12.1 24.5
Columbia Class Adv: Cont 30.13 0.41 15.1 16.4 LgCpVal 21.09 0.30 2.5 24.6 StragInc n 12.79 0.05 7.5 NS Freedom2040K6 11.71 -0.26 18.5 36.0 LtdTmBdFd n 11.98 0.02 5.2 12.3 Canada 11.55 -0.01 4.5 13.5 NwInc n 10.01 0.00 2.5 8.9
ContCore p 31.16 0.38 22.3 48.0 DFARlEst 37.52 0.45 -5.5 17.4 NatlMuniInc 10.41 0.00 6.0 17.0 TotBdFdClZ 11.30 0.03 9.4 19.5 Freedom2045 K 13.43 -0.22 18.3 35.3 MagellanK 13.04 0.18 28.5 59.3 FASeriesEqGroFd 16.13 0.06 45.0 96.1 Franklin A1:
DivIncom 26.27 0.31 7.8 32.0 EmgMkt 32.66 0.93 13.9 14.1 Eaton Vance Funds: Fidelity Advisor A: Freedom2045K6 13.39 -0.23 18.5 35.9 Magin n 13.05 0.17 28.3 58.9 HthCarZ 69.87 -0.15 21.6 NS AZ TF A1 p 11.10 0.01 4.5 12.6
Columbia Class C: EmgMktSoCoEq 15.70 0.43 13.0 12.7 ParTxMgdEmgMktIn 49.94 -0.01 4.5 2.1 AdvMdCpIIA p 22.59 0.03 18.3 23.9 Freedom2050 K 13.54 -0.20 18.4 35.4 MAMun n 12.66 0.00 4.4 12.1 IntMuni Z 10.89 0.01 4.6 NS CA TF A1 p 7.82 0.00 5.3 15.3
Balanced 48.56 0.41 16.7 32.7 EmgMktVa 28.65 0.69 2.7 -0.8 Edgewood Growth Instituti: AdvStrDivInA p 16.09 -0.53 11.0 29.0 Freedom2050K6 13.51 -0.23 18.5 35.9 Manager40 n 13.23 -0.09 13.1 25.7 STCrFd 10.24 0.01 4.1 11.2 CAHY A1 p 11.35 0.01 4.6 15.7
ContCore p 26.78 0.32 21.1 43.6 EmMktCorEq 24.27 0.66 13.9 12.0 EdgewoodGrInst 51.28 NA NA NA BalancA t 26.03 0.23 22.1 44.4 Freedom2055 K 15.56 -0.15 18.3 35.4 Manager60 n 14.83 -0.15 16.1 30.9 Fiera Capital: CAInt A1 p 12.21 0.01 3.5 10.1

.
DivInc t 24.95 0.30 6.7 28.2 EmMktSmCp 23.16 0.61 13.8 7.8 BioTech 33.92 -0.78 32.2 59.9 Freedom2055K6 15.53 -0.18 18.5 35.9 McpVl n 22.90 0.06 1.0 1.3 EmgMkt Inst 60.43 1.71 23.6 17.1 Fed TF A1 p 12.31 0.01 5.6 13.6
Columbia Class I: Fixd 10.30 0.00 0.6 5.0 F DivIntlA 29.08 0.56 19.3 30.4 Freedom2060 n 14.08 -0.11 18.1 34.9 MegaCpStk n 16.11 0.21 13.0 37.4 First Eagle Funds: FedInt A1 p 12.38 0.00 4.3 10.1

ly
Acorn I n 16.60 -0.32 29.5 55.6 GblAll60 40Inst 20.39 0.15 11.6 23.4 EqGrA p/r t 15.84 -1.85 43.4 90.9 Idx2015InsPre 15.04 -0.20 11.6 25.9 MidCap n 37.16 0.09 11.4 30.6 GlbA 61.26 0.61 8.3 19.1 HiInc A1 1.88 0.00 6.8 18.1
AcornIntl I n 34.47 0.70 15.0 25.6 GlAll25 75Inst 14.44 0.04 7.3 15.6 Fairholme: EqInA 28.81 0.17 1.2 15.3 Idx2020InsPre 16.37 -0.19 12.7 28.2 MidCapEnIdx nr 17.16 -0.02 15.4 29.7 Gold p 25.22 -0.02 29.6 50.9 HY TF A1 p 10.35 0.01 5.8 16.1
AltBeta I 29.74 0.15 1.2 -21.2 GlEqInst 27.47 0.29 13.5 27.3 Fairholme n 29.13 -2.48 46.9 49.0 FF2030A p 15.54 -0.32 14.8 31.1 Idx2025InsPre 18.26 -0.19 13.6 29.9 MidCapStkK r 37.18 0.10 11.5 31.0 OverseasA 25.56 0.25 6.9 12.8 IncomeA1 p 2.29 NA NA NA
Balanced I 48.57 0.42 17.9 36.8 GlRESec 10.75 0.16 -6.7 13.0 FAM Value: GrOppA 141.87 -7.68 68.6 169.8 Idx2030InsPre 19.07 -0.19 14.4 32.1 MIMun n 12.77 0.00 5.1 13.6
ConSec I n 30.09 -0.10 48.3 86.0 InfProtSec 13.24 0.03 11.7 19.5 FAMValue n 82.66 NA NA NA LevCoStA p 49.38 0.15 28.9 40.1 Idx2035InsPre 20.79 -0.16 15.6 34.8 MNMun n 12.18 0.00 4.6 12.8

on
ContCore I 30.51 0.37 22.3 48.0 IntGvFxdInc 13.39 0.01 9.1 18.1 Federated Hermes A: NwInsghtA p 36.57 0.30 23.6 52.6 Idx2040InsPre 20.83 -0.11 16.5 36.4 MtgSec n 11.59 0.01 4.4 12.0
DivIncom I 25.81 0.30 7.8 32.0 IntlCoreEq 14.57 0.17 7.7 8.3 EqIncA p 23.17 0.36 6.4 14.0 SmllCapA p 27.09 -0.95 17.2 28.8 Idx2045InsPre 21.62 -0.11 16.5 36.4 MuniInc n 13.60 0.00 4.6 14.4 MUTUAL FUND INDICATORS
FocEq I pn 25.48 0.24 40.8 84.0 IntlREst 4.54 0.06 -9.0 4.6 FdShInToRetA 10.75 0.01 4.7 10.4 StkSelMC p 39.23 -0.86 12.8 33.1 Idx2050InsPre 21.66 -0.11 16.5 36.4 NASDAQ nr 161.79 0.01 44.6 91.3
StrInA 12.61 0.05 7.2 15.2 Idx2055InsPre 17.81 -0.08 16.5 36.4 NewInsights Z 37.77 0.31 24.1 54.3 November 2020 Latest Preceding Year Ago
GlbTechGw I 61.12 0.37 49.8 110.9 IntlSustCore1 12.11 0.15 11.6 17.1 FedMunULA pn 10.05 0.00 1.1 3.7 (Mil. $) Month Month Month
IncOppty n 9.95 0.04 2.9 15.3 IntlVal 16.88 0.11 -2.1 -6.6 KaufmannA p 7.18 -0.22 28.6 77.1 TotalBdA p 11.32 0.02 9.0 18.1 Idx2055Investor 17.79 -0.08 16.5 36.2 NewMill n 36.58 -2.85 5.8 24.1
IntmMunBd I 10.62 0.01 4.0 11.7 IntlVectorEq 12.70 0.14 6.1 3.9 KaufmnLCA p 34.41 0.07 28.2 76.4 Fidelity Advisor C: Idx2025 Premier 18.25 -0.20 NS NS NewMkt nr 15.10 0.05 4.6 7.0 Total Long-Term Sales 354,700 r350,951 268,291
LgCapGr 15.00 0.12 47.8 93.3 IntrLrgCpGroPor 15.67 0.24 14.7 26.3 KaufmnSCA p 62.13 -1.90 43.4 105.3 BalancC 25.84 0.23 21.2 41.2 Idx2030 Premier 19.07 -0.20 NS NS NJMun nr 12.56 -0.04 5.3 15.9 Redemptions 340,632 r385,275 263,374

us ,
LgCpGrow I n 54.65 0.25 34.4 75.8 IntSmCo 20.28 0.24 9.3 9.4 MunStkAdvA p 14.06 0.10 8.5 16.4 GrOppC p 117.98 -7.20 67.3 163.7 Idx2035 Premier 20.79 -0.16 NS NS NYMun n 13.66 0.01 4.1 12.7 Liquid Assets 769,398 r716,811 757,399
NwInsghtC t 30.09 0.25 22.7 49.2 Idx2040 Premier 20.82 -0.12 NS NS OHMun n 12.53 0.00 4.3 12.1 Liquid Assets Ratio, % 4.1% 4.1% 4.4%

l
LgCpIdx I n 56.56 0.81 18.1 47.9 IntSmVa 19.13 0.19 0.8 -6.5 StrValDivA p p 5.01 0.05 -8.1 0.4
MdCpIdx I n 16.27 -0.05 13.4 26.7 IntTermMuni 10.61 0.00 3.7 9.9 UltraShortA pn 9.22 0.00 2.2 6.7 StrInC t 12.58 0.05 6.4 12.8 Idx2045 Premier 21.62 -0.12 NS NS OTC n 17.52 0.20 46.8 97.8 Capital Appreciation 50,985 r41,270 29,757

e
Fidelity Advisor Fun: Idx2050 Premier 21.65 -0.12 NS NS OTC K 17.84 0.20 46.9 98.4 Growth Funds 40,301 r31,927 20,657

al a
MidCapGth I 30.05 -0.39 35.2 73.3 IntVaIII 14.48 0.09 -2.0 -6.1 Federated Hermes C:
SelComunInfo tn 117.49 0.97 44.7 106.4 ITExQual 11.97 0.04 10.3 22.4 StraValDivC p 5.02 0.05 -8.8 -1.9 IntlGrwZ 18.59 0.37 17.1 39.3 Income n 12.21 -0.23 8.9 18.4 OverseasK r 59.30 0.94 15.6 26.9 Sector Funds 7,320 r6,184 6,419
SelLCVal pn 26.78 0.28 6.4 18.7 LgCo 28.15 0.41 18.4 48.7 Federated Hermes Int: Fidelity Advisor I: Income K 12.19 -0.22 9.0 18.6 Ovrse n 59.44 0.94 15.4 26.4 Alternative Strategies 3,364 r3,159 2,681
SelMdCpVal I p pn 11.62 0.12 6.8 22.0 LgCpIntl 25.03 0.31 8.1 13.3 GloFinI 41.09 0.57 15.8 16.7 BalancI 26.62 0.24 22.4 45.6 Fidelity Invest: PAMun nr 11.59 0.01 4.3 13.3 World Equity 45,115 r47,607 37,232

ci on
SmCapGth I 32.48 -0.82 70.2 134.9 SclCrEqInst 13.95 0.15 7.5 7.6 InsHiYld r 9.97 0.04 6.0 18.4 BiotechI 36.41 -0.84 32.5 61.2 AdvSrsGroOpport 16.33 -0.01 68.1 176.8 PcBas nr 43.86 1.08 32.9 44.1 Emerging Markets 9,331 r7,568 7,220
SmCpIdx I n 25.34 -0.05 11.2 24.5 SelHdgGlFxd 9.80 0.01 2.3 9.2 MDTSmCIS 23.39 -0.42 17.0 22.1 ConsvIncmMuni I 10.06 0.00 0.9 4.5 AggrInt n 27.69 0.64 22.3 41.8 PuritanK 26.00 0.17 20.7 40.4 Global-Equity 9,831 r8,727 6,572
StratInc I 24.67 0.08 7.4 17.6 STExQual 11.00 0.01 2.2 8.3 TtlRtnBdI 11.57 -0.20 9.5 19.1 DivIntl 29.63 0.58 19.6 31.5 AilSectEq 11.48 0.13 26.4 56.9 Puritn n 26.02 0.17 20.6 40.1 Int'l-Equity 24,805 r30,123 22,852
TaxEZ n 13.60 0.00 3.6 12.8 STGov 10.56 0.00 0.4 4.1 Federated Hermes IS: EqGrI 17.93 -1.87 43.8 92.4 AMgr20% n 14.47 -0.09 8.6 18.2 RealE n 39.43 0.56 -7.9 10.7 Regional-Equity 902 r1,005 406
Thermostat I n 18.01 0.11 29.6 49.4 STMuniBd 10.18 -0.01 0.8 3.7 IntEq IS p 30.22 0.20 21.8 30.5 FAInvGrdI 8.59 0.02 10.0 20.1 AMgr50% n 20.84 -0.14 14.7 28.4 RealEstInc nr 11.78 0.08 -1.1 15.9 Alternate Strategies 247 r183 182
TotReBd I 38.40 0.10 12.3 23.3 TAUSCoreEq2 22.99 0.19 15.8 35.9 KaufmnIS 7.39 -0.23 29.1 79.6 FAJpFdClI 20.02 0.49 25.5 34.6 AMgr70% n 26.04 -0.33 17.2 32.9 REInc n 10.50 0.07 0.6 17.4 Total Return 85,903 r78,615 62,898
USTrsIdx I 12.00 0.01 7.7 15.6 TAWldexUSCr 11.98 0.20 9.1 8.7 KaufmnSCI 63.48 -1.93 44.1 108.2 FF2030 15.63 -0.35 15.0 32.1 AMgr85% n 23.50 -0.21 19.4 36.8 SAIIntlMinVolInd 10.81 0.19 -1.6 8.7 Value 20,682 r17,433 18,149
Columbia Class I2: TM IntVa 14.55 0.11 -1.6 -5.7 CorpBondFdIS 10.04 0.05 9.1 21.1 FF2040 16.81 -0.20 17.4 36.5 AstMgr30R n 12.36 -0.07 11.1 22.4 SAILTTreBdIdx 12.18 0.03 18.3 33.6 Blend 65,221 r61,183 44,749

er s
ContCore I2 31.13 0.38 22.4 48.4 TM US Sm 47.78 -0.10 10.4 16.9 FdShinToRetI 10.74 0.00 4.9 11.2 FltRatel 9.26 0.01 1.6 10.3 Balanc n 28.28 0.26 22.4 46.2 SAISm-MidCap500I 14.16 -0.04 19.8 40.8 Total Sales Equity Funds 182,002 r167,492 129,887
DivIncom 26.25 0.32 7.9 32.4 TM USTgtVal 35.60 0.10 2.3 4.6 GovUltra 9.96 0.00 1.5 5.6 GrOppI 155.15 -7.91 69.0 171.9 BalancedK 28.27 0.25 22.5 46.5 SAIUSMinVolIndFd 16.50 0.26 9.9 42.2 Hybrid Funds 18,825 r19,246 16,974
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

MidCapIndx 16.68 -0.06 13.4 26.6 TMMktwdVa 32.24 0.42 1.7 15.9 KaufmnLCIS 35.64 0.07 28.5 77.8 HiIncAdvI 11.22 0.07 8.9 21.5 BluCh n 163.08 -0.38 62.2 118.8 SAIUSQtyIdx 16.10 0.16 20.7 57.3 Asset Allocation Funds 1,299 r1,460 1,257
HthCarI r 69.85 -0.15 21.4 67.6 BluChpGr K6 24.20 -0.02 62.9 116.6 SCEnhIdx n 15.40 -0.18 18.5 27.4 Balanced Funds 7,405 r7,484 6,514
SmCapIndx
Columbia Class I3:
26.00 -0.05 11.2 24.5 TMMttVa2
TMUSEq
29.85
41.21
0.39
0.46
1.8
20.7
16.4
49.4
m er
ShIntDurMuInst 10.39
StraValDivIS 5.04
0.01
0.05
2.0
-7.9
6.6
1.1 IntlGr 18.56 0.37 17.0 38.7 BluChpGrK 163.58 -0.37 62.4 119.4 SmallCap nr 20.62 0.04 13.8 30.3 Flexible Portfolio 3,846 r3,759 2,981
UltraShortI 9.22 0.00 2.4 8.0 IntlSmCp 30.83 0.46 10.0 12.1 CALmtTrmTFB n 10.88 0.00 2.9 8.5 SmCapDisc n 24.06 -0.01 6.9 17.3 Income Mixed 3,811 r3,862 4,472
Balanced I3 49.10 0.43 18.0 37.2 US CoreEq1 29.68 0.26 16.4 39.7
ShtlncIS 8.72 0.01 3.7 10.1 LmtdTrmBdFd 11.98 0.01 5.1 12.1 CAMun n 13.45 0.00 4.5 13.2 SmlCapO n 16.03 -0.19 17.0 40.4 Alternative Strategies 2,464 r2,680 1,751
Bond I3 36.07 0.06 9.3 19.3 US CoreEq2 26.97 0.21 15.7 35.3
LmtTrmGov n 10.29 -0.03 3.9 9.0 Canad nr 53.63 -0.04 4.4 12.5 SmlCpGrth nr 34.04 -0.85 36.4 77.4 132,050 r140,623 102,388
ContCore I3 p 31.14 0.37 22.4 48.6 US Micro 22.87 0.00 6.6 13.7 FedMuniUl A 10.05 0.00 1.1 4.8 Total Taxable Bond Funds
MuniIncI r 10.89 0.01 4.5 12.4 CapAp n 41.74 0.22 33.8 65.4 SmlCpGrth K6 19.78 -0.51 37.4 78.6 71,365 r78,906 54,193
DivIncom 26.28 0.31 7.9 32.5 US Small 38.42 -0.06 11.2 17.6 Federated Hermes R: Investment Grade Bond
MuniIncome 13.59 0.00 4.5 NS CapApprK 41.86 0.22 33.9 65.8 SmlCpVal nr 16.95 0.05 11.2 14.2 Multi-Term 24,506 r27,199 20,454
SelLgCpGr t 16.51 0.14 48.1 94.3 US SmCpVal 34.43 0.11 2.2 2.5 KaufmnR r 7.20 -0.22 28.5 77.2
m rp
NwInsghtI 37.69 0.31 24.0 53.8 CapDevO n 16.74 0.18 9.1 30.7 Srs1000ValIndRet 13.21 0.17 2.9 19.5
STBond 10.10 0.01 3.7 9.9 US TgdVal 23.59 0.08 3.8 6.2 Federated Hermes R6: Long-Term 2,663 r2,449 1,988
REIncmInst 11.73 0.08 -1.1 15.9 ChinaReg n 55.66 2.17 47.8 64.9 SrsBlChGroRetail n 16.77 -0.10 63.2 127.6
Columbia Funds: USLCpGr 27.75 0.38 21.8 57.8 FedInstHYBondL 9.98 0.05 6.0 18.4 Intermediate-Term 20,919 r23,399 15,429
SmCapGrwI 34.14 -0.86 36.4 77.4 CnvSc n 39.98 -3.80 42.6 80.6 SrsCommStrt 4.59 0.06 -3.1 -7.5
UltShortBd Inst3 9.06 0.00 1.8 6.8 USLgVa 37.53 0.49 -0.6 10.2 KaufmnSCL n 62.98 -1.93 44.1 108.3 Short-Term 11,547 r13,800 7,479
StrInI 12.79 0.05 7.5 16.1 Contra n 16.76 0.16 32.5 68.6 SrsEmrgMkt 24.96 0.79 24.7 34.9
Commerce Funds: USLgVaIII 25.28 0.33 -0.5 10.6 StrValL 5.04 0.05 -8.0 1.2 Ultrashort-Term 8,702 9,002 7,364
Total Bd 11.30 0.03 9.3 19.0 ContraK 16.79 0.16 32.5 68.9 SrsGlobal 14.34 0.25 10.8 15.7
Bond n 21.19 0.07 7.1 16.0 USSmCpGr 22.93 -0.10 19.3 32.0 TtlRtnBdL 11.56 -0.20 9.5 19.1 Fidelity Advisor M: CorpBd n 12.99 0.05 10.8 23.5 SrsGroCoRetail 22.77 -0.16 69.7 128.3 Inflation Protected 3,027 r3,056 1,480
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Community Capital Tr: USSoCoreEq2 20.11 0.15 15.7 35.6 Fidelity: Balanced p 26.39 0.24 21.8 43.3 CpInc nr 10.72 0.06 10.2 23.5 SrsIntlGrw 17.78 0.35 18.6 43.3 High-Yield Bond 10,786 r11,679 7,809
CRAQualInvFd 10.85 0.00 4.0 9.8 USSustCoreI 29.87 0.27 21.2 49.8 500IdxInstPrem n 130.17 1.86 18.4 48.8 EqGr p 15.39 -1.82 43.1 89.5 DisEq n 51.92 0.64 29.8 54.0 SrsIntlSmCp 20.53 0.40 19.6 33.3 World Bond Funds 18,658 r15,750 14,515
Credit Suisse Common: USVectorEq 20.71 0.09 7.5 17.6 BalancedK6 13.13 0.12 22.7 NS Global Bond-Multi-Term 10,810 r6,811 7,594
co o

EqIn p 29.67 0.20 1.0 14.5 DivGrowK 30.96 0.33 2.3 22.5 SrsIntlVal 10.09 0.11 4.9 5.1
ComdtyRet r 4.58 0.05 -1.1 -6.5 WexUSGov 10.71 0.04 6.4 19.2 Contrafund K6 18.88 0.19 30.8 67.6 GrOppM p 140.11 -7.37 68.2 167.9 DivGth n 31.01 0.34 2.2 22.0 SrsSmCapDiscRet 12.42 -0.02 9.6 24.5 Global Bond-Short-Term 1,864 r3,219 2,843
Cullen Funds: WrdEXUSTARGETVAL 13.52 0.18 5.0 -1.9 EmgMktIdxInstPre n 12.74 0.39 17.8 19.0 NwInsghtM p 34.81 0.28 23.3 51.5 DivIntl n 47.68 0.92 18.9 30.7 STBF n 8.78 0.00 3.7 9.3 International Bond 5,984 r5,720 4,078
HiDivEqI r 14.73 0.17 -4.1 9.6 Dodge & Cox: ExtMktIdxInstPre n 83.48 -1.43 32.2 53.3 SmllCapM p 24.42 -0.92 16.9 27.9 DivIntl K6 13.74 0.26 19.4 31.4 StkSelSmCp n 30.59 -0.32 21.7 45.2 Gov't Bond Funds 14,176 r12,887 9,547
Balanced n 101.78 0.96 7.9 23.0 FidSAIEmerg 13.57 0.37 NS NS Gov't Bond-Multi-Term 5,743 r2,723 2,859
F

StrInM p 12.61 0.05 7.3 15.3 DivIntlK r 47.58 0.91 19.1 31.2 StkSlcACap n 56.84 -2.51 24.9 51.0
D GblStock n
Income n
13.30
14.65
0.13
0.04
6.0
9.5
14.7
19.7
FidSAIIntern
FIDSerEmgMkt 11.34
12.96 0.23
0.39
NS
17.8
NS
NS
Fidelity Advisor Z: DivStkO n 32.01 0.27 27.5 54.8 StratDivInc n 16.20 -0.54 11.3 30.1 Gov't Bond-Long-Term
Gov't Bond-Intermediate
710
900
r854
r1,200
1,104
691
CorporateBond 12.99 0.05 10.9 NS Emerg Asia nr 68.31 2.52 73.0 92.4 StrDivIncI 16.15 -0.54 11.3 30.0
Davenport: Intl Stk n 43.70 0.48 2.1 2.8 FidSerToMarket 12.91 0.12 20.8 NS EmMkt Z 36.34 1.18 30.6 39.1 EmrgAsiaI r 67.59 2.54 72.8 92.7 TaxFrB nr 12.16 0.01 5.0 15.0 Gov't Bond-Short-Term 2,745 r3,597 1,504
Davenport Core n 30.33 0.46 13.8 41.8 Stock n 192.56 2.59 7.2 24.3 FIDSerTresIndxFd 10.00 0.00 0.9 NS FloatRateHighInc 9.27 0.01 1.8 NS EmrgMktK r 45.69 1.38 32.7 45.8 TotalBond n 11.32 0.03 9.3 19.3 Mortgage-Backed 4,078 r4,513 3,389
EqOpp n 23.17 0.21 21.4 55.5 Domini Funds: FIDZroExtMktIx n 11.52 -0.15 16.6 NS GovtIncome 10.95 0.01 6.9 NS EmrgMktsDebt 9.54 0.03 4.7 10.3 TotalBond K6 10.54 0.03 9.5 19.6 Total Muni Bond Funds 21,822 r23,591 19,042
Val&Incm n 17.24 0.10 1.9 13.9 Intl Eq Instit 8.41 0.11 6.1 4.6 FIDZroLgCpIx n 13.45 0.18 21.1 NS GrOpp 156.79 -8.00 69.2 172.9 EmrMkt nr 45.68 1.39 32.5 45.2 Trend n 151.69 1.56 47.0 93.8 State Muni Bond Funds 2,906 r2,903 3,101
Davis Funds A: US Equity Inv pn 30.58 0.27 30.6 56.4 Flex 500 Index 16.00 0.23 18.4 48.8 IntCpAp 29.49 0.68 22.4 42.0 Eq Inc n 62.35 0.86 6.8 25.1 Utility n 27.48 0.43 2.1 28.7 National Muni Bond Funds 18,916 r20,687 15,941
NYVen A 31.18 0.69 11.4 26.9 DoubleLine Funds: FlexIntIdx 12.97 0.23 10.8 15.7 InvestGradeBd 8.59 0.02 10.0 NS EqDivIncm n 25.47 0.13 1.8 17.0 Value n 11.98 0.08 9.3 18.9 Natl Muni-Multi-Term 13,214 r12,461 11,894
Davis Funds C & Y: CoreFxdIncmI 11.35 NA NA NA FlexUSBdIdx 10.88 0.02 7.7 17.1 NewMktsIncFdZ 15.10 0.05 4.6 NS EqDivIncmK 25.46 0.12 2.0 17.3 ValueDisc n 32.17 0.46 7.8 21.3 Natl Muni-Short-Term 5,702 r8,227 4,047
NYVenY 32.11 0.72 11.7 27.8 CorFxdIncN n 11.34 NA NA NA Freedom2060K 14.07 -0.11 18.3 35.3 RE Income 11.73 0.08 -1.0 NS EqIncK 62.29 0.85 6.9 25.4 ValueK 11.99 0.08 9.4 19.3 Total Money Market 2,089,030 r2,216,854 1,858,038
Del Invest Instl: EmgMktIncmI 10.63 -0.02 4.5 13.1 GlexUSIdxInstPre n 14.57 0.25 10.7 15.7 StrgInc 12.80 0.05 7.6 NS Europ nr 42.37 0.57 18.3 21.9 Wrldw n 34.25 0.32 30.8 61.3 Taxable Money Market 2,078,023 r2,203,823 1,841,915
CorpBdI 6.57 0.03 11.6 24.8 FlexibleIncomeI 9.62 NA NA NA GrowthCompanyK6 19.23 -0.33 68.8 NS Fidelity Freedom: Export n 19.78 0.21 -8.4 8.6 Fidelity SAI: Treas & Repo Money Market 586,628 629,208 450,947
USGrw 30.59 -0.05 44.5 77.8 GlobalBondN 10.79 0.03 4.8 6.7 HighIncome C 8.73 0.04 2.3 NS FAFree2020I p 14.05 -0.40 13.4 28.1 Fidel n 62.37 0.67 26.4 59.9 FidSAIEmgMktIndx 16.62 0.51 17.4 18.7 Treas & Agency Money Market 1,350,179 1,407,976 1,152,020
Value 21.79 0.38 0.2 16.9 InfraIncomeI 10.62 -0.02 5.1 14.3 InflPrBdIndInsPr n 11.04 0.02 10.9 18.5 FAFree2025I 14.42 -0.33 14.1 29.8 FltRateHi nr 9.27 0.01 1.7 10.5 FidSAIIntlIndxFd 13.07 0.18 8.2 14.1 Prime Money Market 141,217 r166,638 238,947
Delaware Invest A: LowDurBdI 9.98 -0.01 1.8 8.1 IntlIdxInstPrem n 45.61 0.61 8.2 14.1 FAFree2035I 15.50 -0.25 16.4 35.0 FocsdStk n 31.12 0.24 33.3 84.4 IntlValIdx 8.86 0.05 -3.9 -5.5 11,007 13,031 16,123
n-

Tax-Exempt Money Market


Diver Inc p 9.46 0.02 10.5 19.7 LowDurBdN n 9.97 -0.01 1.8 7.5 IntlIndex n 11.38 0.19 11.0 NS FAFree2045A 13.11 -0.11 17.2 35.4 FournOne n 55.35 -0.97 16.3 35.9 LowDurationInc 10.01 0.00 NS NS National 9,674 11,757 12,923
GroInA p 13.06 0.22 -0.1 12.0 ShillerEnhCAPEI 18.37 NA NA NA IntrTresBdIxPrem n 11.72 0.01 9.1 18.5 FF2005 n 13.06 -0.29 9.7 20.0 GNMA n 11.79 0.00 3.7 10.3 Muni Inc 10.85 0.01 4.3 NS State 1,333 1,274 3,201
OppA p 28.53 0.27 0.1 9.1 ShillerEnhCAPEN n 18.35 NA NA NA LgCpGwId InstPre n 23.77 0.20 38.4 85.7 FF2010 n 16.30 -0.50 11.1 22.5 GovtInc n 10.93 0.01 6.8 14.3 SAIEmgMktLoVolIx 10.58 0.18 5.2 NS Total Sales All Funds 2,443,730 r2,567,805 2,126,329
SmCpValA p 59.76 0.09 -1.5 3.8 TotRetBdI 10.70 -0.02 3.8 11.8 LgCpVlIdxIstPrem n 13.27 0.17 2.9 19.4 FF2015 n 13.49 -0.45 12.4 24.9 GroCo n 32.87 -3.19 67.5 121.4 ShortTermBd 10.03 0.01 NS NS Redemptions All Funds 2,441,234 r2,653,361 2,074,887
SMIDCapGrA p 44.24 -1.60 93.9 162.8 TotRetBdN n 10.70 -0.02 3.6 11.1 LTTrsBdIdxInstPr n 15.95 0.03 17.8 32.4 FF2020 n 17.16 -0.57 13.8 27.2 GroInc n 43.79 0.45 8.0 28.1 TotalBd 10.76 0.03 9.0 NS Purch Common Stock 326,667 r297,696 287,725
TotRtA p 15.83 0.16 2.3 12.1 Driehaus Funds: MidCpInxInstPrem n 27.01 0.00 17.1 39.0 FF2020A p 13.93 -0.37 13.0 27.1 GrowCoK 32.96 -3.18 67.7 121.9 TxFreeBd 10.89 0.00 3.9 NS Sales Common Stock 396,986 r351,367 317,188
no

Deutsche DWS: EmMktsGr n 49.10 1.34 27.3 33.6 MidCpValIndex n 21.94 0.19 4.7 NS FF2025 n 15.45 -0.41 14.6 28.9 GrowIncK 43.74 0.45 8.1 28.5 U.S.TreBdIdx 10.40 0.01 8.0 16.2 Purch Other Securities 573,247 r618,601 547,098
CapGrth p 109.51 0.69 38.2 84.8 Dupree Mutual Fds: NewMkt I 15.10 0.05 4.5 NS FF2025A p 14.28 -0.31 13.8 28.8 GrStrt nr 59.71 -5.35 29.4 64.5 USMomentumIdx 16.68 0.08 30.0 59.1 Sales Other Securities 493,781 r543,818 462,033
CapGrth n 111.02 0.70 38.6 86.1 KYTF n 8.01 0.00 4.3 12.4 OTCK6Port 17.14 0.20 47.5 NS FF2030 n 19.28 -0.54 15.6 30.9 GwthDiscovery n 51.73 0.20 43.5 91.5 USValueIndex 10.07 0.13 -4.4 10.1 Liquid Asset Ratio, % 2.1% 2.1% 2.8%
CoreEq n 30.64 0.29 16.0 42.5 RealEstIdxInst n 14.52 0.18 -11.3 4.5 FF2035 n 16.57 -0.40 17.1 33.5 HighInc nr 8.74 0.05 2.4 14.2 Fidelity Selects: 23,276.0 r21,819.2 20,884.1
E
Total Net Assets (Bil. $)
EqDivA 50.84 0.53 -9.5 13.4 SAIRealEstIndxFd 10.37 0.13 -11.1 4.8 FF2035A t 15.36 -0.22 16.1 33.9 Indepndnc n 46.36 0.02 28.3 58.1 Biotech nr 25.18 -1.06 38.3 67.9 Stock Funds 12,227.5 10,987.0 11,111.5
GblIncBldA 10.23 0.08 8.0 19.1 SAIUSLgCpIndxFd 19.63 0.28 18.2 48.7 FF2040 n 11.75 -0.25 18.2 34.9 IntBd n 11.37 0.01 7.2 15.5 Chem nr 14.39 0.04 17.5 -1.0 Hybrid Funds 1,581.8 1,473.7 1,553.4
GblGrwS n 45.63 0.78 22.5 34.0 Eaton Vance Class A: SeriesBondFd 10.78 0.02 7.6 NS FF2040A p 16.67 -0.18 17.1 35.4 IntGov n 10.92 0.00 5.5 11.8 Comp nr 109.71 2.91 45.9 92.3 Taxable Bond 4,261.6 r4,156.3 3,850.8
GNMA S n 13.94 0.03 3.3 10.6 AtlCpSMID p 32.98 0.25 11.0 40.5 SeriesOverseas 12.40 0.20 16.4 NS FF2045 n 13.45 -0.21 18.1 35.0 IntlCapiApp K6 15.91 0.37 22.8 43.4 ConDis nr 66.20 0.74 35.7 70.8 Muni Bond 860.1 845.6 803.0
HiIncA 4.85 0.02 5.9 18.5 DivBldrA 17.03 0.27 12.3 39.3 SerLTTreBdIdx 9.17 0.02 17.6 32.2 FF2050 n 13.55 -0.20 18.2 34.9 IntlDisc n 53.09 1.00 21.4 28.3 ConStap nr 95.12 1.05 11.6 23.8 Taxable Money Mkt 4,236.8 4,244.7 3,427.1
HiYldTx n 12.29 0.00 4.3 12.7 FloatRt 9.02 0.01 2.1 9.7 SmCpIdxInstPrem n 24.98 -0.36 20.0 34.4 FrdmBlen2025 K6 11.51 -0.30 14.5 NS IntlEnhIdx n 10.27 0.14 7.7 8.6 DfAero nr 16.43 0.16 -8.0 14.8 Tax-Free Money Mkt 108.2 111.9 138.3
MgdMuniA p 9.36 0.01 4.1 12.0 FltgRtAdvg p 10.42 0.01 1.5 10.3 STBdIdx InstPrem n 10.34 0.01 4.7 11.1 Free2045L 13.22 -0.13 17.5 36.5 IntlGrRet n 18.61 0.37 17.0 38.6 Energy nr 23.28 -0.01 -32.5 -44.3 Net New Csh Flow (Mil $) 3,530 r-49,129 -4,969
MgdMuniS n 9.37 0.00 4.1 12.5 Inc Bos 5.58 0.03 4.8 15.4 STTreIdx InstPre n 10.82 0.01 4.4 10.4 Free2050I 13.21 -0.12 17.5 36.4 IntlScOpps nr 24.64 0.47 19.6 32.6 Gold nr 29.52 0.12 26.8 49.5
TMktIdxInstPrem n 107.72 0.93 20.8 49.8 Stock Mutual Funds -36,322 r-86,104 -37,567
S&P500S n 37.03 0.53 18.1 48.1 LgCpVal 21.00 0.30 2.3 23.7 Free2055 n 15.57 -0.14 18.2 34.9 IntlSmCap nr 30.63 0.45 10.0 12.1 Health nr 31.74 -0.08 24.4 75.7
TechA 33.03 0.14 46.1 105.7 NatlMuniInc 10.41 0.00 5.8 16.1 TotalMarketIndex n 13.49 0.13 20.5 NS Hybrid Mutual Funds -3,012 -7,986 -2,367
Free2060Investor 15.06 -0.07 16.4 36.2 IntMu n 10.87 0.01 4.5 12.7 HlthCareSrvPt r nr 123.12 1.90 18.5 57.0
Diamond Hill Funds: ShDurGovIncFd 8.12 0.00 2.5 6.4 TtlIntIdxInstPr n 13.57 0.23 11.1 15.5 Taxable Bond Funds 36,931 r39,228 26,422
Freedom2010 K 16.29 -0.50 11.2 22.7 InvGB n 8.58 0.02 9.9 20.2 Ind n 37.78 0.33 11.7 21.2
CorpCrI 11.76 NA NA NA ShDurStratIncFd 7.34 NA NA NA USBdIdxInstPrem n 12.45 0.03 7.8 17.0 Freedom2015 K 13.47 -0.45 12.5 25.2 InvGrBd 11.92 0.03 9.9 20.4 ITSvs n 93.68 1.19 31.4 94.7 Muni Bond Funds 5,934 5,733 8,542
LgCapA p 30.42 0.22 8.7 29.1 TMG1.0 n 1675.66 8.12 22.9 51.6 USSusIdx n 16.28 0.25 18.7 51.0 Freedom2015 K6 13.43 -0.46 12.6 25.5 JpnSmCo nr 17.77 0.33 4.8 7.4 Leisr nr 17.87 0.24 18.4 41.5 Money Market Funds -11,653 -47,675 44,185
LgCapI 30.57 0.08 9.0 30.2 TMG1.1 75.18 NA NA NA Fidelity Adv Focus A: Freedom2020 K 17.14 -0.58 13.8 27.5 LargeCap n 35.08 0.37 9.0 30.3 MdTchDevis n 72.83 0.24 30.0 95.8 r-Revised.
LgCapY 30.59 0.05 9.1 30.6 TMG1.2 33.80 0.16 22.3 49.4 HthCarA r 63.64 -0.14 21.1 66.2 Freedom2020K6 17.09 -0.60 13.9 27.8 LCapCrEIdx n 18.99 0.23 18.0 45.7 Multimedia nr 82.94 1.17 35.4 73.7 Source: Investment Company Institute Research Dept.
January 4, 2021 BARRON’S M25

Mutual Funds Data provided by

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.
MIInsTF A1 p 12.00 0.00 5.2 13.8 GoldPrM A p 25.11 0.46 43.7 78.2 TGlTotRAdv 10.00 0.08 -5.6 -1.7 ShDuTF 10.84 0.00 2.4 8.8 GrOppty t 55.33 -0.20 61.3 109.4 Homestead Funds: GrIncA 23.07 0.33 2.3 10.9 BalancedRiskAllY n 11.41 0.11 9.5 17.4
MNInsTF A1 p 12.85 0.01 5.1 12.6 GrOp A p 53.57 0.20 45.4 92.6 FrankTemp/Temp B&C: SmCapVa 55.57 0.09 2.1 8.1 GrowAllA p 13.98 -0.08 13.1 27.8 ShtTmBd n 5.32 0.01 5.4 11.4 GrowAlloc p 15.80 0.09 11.9 23.8 DevMktY n 53.46 1.46 17.5 28.6
MO TF A1 p 12.01 0.00 4.6 13.1 Growth A p 135.43 1.28 30.6 66.8 GlBond C p 9.83 0.06 -4.8 -3.8 Guggenheim Funds Tru: Hlthcare 40.96 -0.03 22.6 58.5 Value n 47.28 0.72 7.6 28.7 Hyld 3.99 0.02 3.6 12.9 DiscovY n 130.10 -2.54 50.4 99.2
NC TF A1 p 11.81 0.00 4.5 12.1 LwDuToRt A 9.63 -0.03 2.6 7.8 Frost Family of Fund: MacOppFdClInstl 27.53 0.16 11.6 14.9 MidCap A p 33.96 -0.18 24.6 52.3 Hotchkis and Wiley: HYMuA 10.17 0.01 3.2 14.9 EqWtdY n 67.88 0.80 12.6 33.8
NJ TF A1 p 11.59 0.01 4.0 12.5 RisDv A p 80.19 1.08 16.3 43.0 FrTRInst 10.29 NA NA NA TotRtnBdFdClInst 29.71 0.14 15.3 21.8 Muti-AstIncGw 21.02 0.08 6.1 15.6 HiYldI 11.25 0.04 3.4 9.5 IntlBdA p 5.85 0.03 8.2 11.5 GlblOppY n 80.01 -0.42 39.9 47.1
NY TF A1 p 11.39 0.01 4.7 12.6 SmCpGr A p 27.37 -0.23 41.1 82.7 TotRtnBondFdClA 29.68 0.13 14.9 20.7 ShtDur 10.10 0.01 3.8 10.4 IntlDivA 22.41 0.45 20.6 28.3 GloblY n 116.17 1.80 27.9 46.1
OHInsTF A1 p 13.18
OR TF A1 p 11.96
0.00
0.01
5.0
5.0
12.8
12.3
SmCpVal A p 50.33
SmMCpGrA p 46.83
0.20
-0.68
5.4
56.0
16.0
96.1
G GuideMark Funds:
LgCpCorServ pn 24.97 0.09 22.2 48.0
TotRBdA p
Hartford Funds C:
11.23 0.03 8.9 18.3
I IntlGrow
IntlGrowA p
32.37
47.21
0.68
0.63
13.4
21.9
22.8
26.1
IntGrowY n
IntlBdY n
46.89
5.85
0.62
0.03
22.2
8.5
27.1
12.3
PA TF A1 p 10.05 0.00 4.4 11.5 StrInc A p 9.52 -0.01 3.5 9.8 Gabelli Funds: GuideStone Funds: Bal IncC 15.36 0.08 6.7 18.7 ICM Small Company: IntlSmCoA 55.43 1.04 24.8 41.0 IntlSmCoY n 54.98 1.03 25.1 42.0
US Gov A1 p 6.08 -0.01 3.5 9.4 TgtCon A p 14.91 NA NA NA ABC pn 10.47 NA NA NA AggrAllGS4 n 12.98 NA NA NA Hartford Funds I: ICMSmCo 29.61 0.26 2.8 11.6 IntTMIA p 11.48 0.00 3.6 11.7 RocMuniY n 17.16 0.01 6.0 31.0
Utils A1 p 19.68 0.44 -1.9 27.7 TtlRtn A p 10.23 -0.03 6.6 14.2 Asset pn 53.90 NA NA NA BalAllGS4 n 12.86 NA NA NA BalIncI 15.60 0.04 7.7 22.4 IFP US Equity Fund: InvescoFd p 28.01 0.25 36.1 73.0 Sel40Y n 4.59 -0.02 -25.2 -27.6
Franklin Templeton: FrankTemp/Franklin C: SmCapG n 43.06 NA NA NA EqindxGS2 40.56 NA NA NA CapAppI 43.20 -0.08 21.1 51.1 IFP US EquityFd 19.56 0.25 19.0 49.5 InvGloblFdA 115.59 1.79 27.6 45.1 CoreBdY n 6.97 0.01 9.4 19.3
TgtGro A p 19.58 NA NA NA CA TF C t 7.80 0.00 4.7 13.4 SmCpGrwI 44.72 NA NA NA EqIndxGS4 n 40.58 NA NA NA DivGthI 27.38 0.21 8.0 31.1 INVESCO A Shares: LmtdTrmMunInc p 11.56 0.00 3.4 8.6 IVA Funds:

.
TgtModA p 16.13 NA NA NA DynaTech C p 114.47 -0.70 56.5 116.1 Util A p 7.69 NA NA NA GrAllGS4 n 13.22 NA NA NA EmrgMktEqInv r 20.34 0.45 23.6 27.4 AmValA 34.88 0.24 1.3 10.0 MnStFndA 53.34 0.65 14.4 39.0 Intl I r 15.20 0.07 -4.0 -4.2
FrankTemp/Frank Adv: Fed TF C t 12.30 0.00 5.1 11.7 GAMCO Funds: GrEqGS2 30.56 NA NA NA EqIncI 19.77 0.15 4.6 21.8 Invesco Fds Investor: MnStOpA p 23.17 0.22 19.8 42.6 WorldwideA t 16.49 0.06 -0.7 3.2

ly
CA HY Adv t 11.37 0.00 4.6 16.0 Growth C t 121.12 1.14 29.7 63.1 GwthAAA pn 85.29 NA NA NA GrEqGS4 n 30.22 NA NA NA FltRateI 8.27 -0.01 1.5 9.5 DivrsDiv n 19.96 0.21 0.2 15.8 MnStSmCpA p 27.52 0.09 9.1 26.5 WorldwideI r 16.58 0.07 -0.4 4.0
CA IntAdv 12.24 0.00 3.6 10.4 Income C t 2.32 NA NA NA Gartmore Funds: IntEqGS2 14.77 NA NA NA GrowOppI t 59.83 -0.21 61.8 111.1 GlHltCr pn 45.05 0.10 14.4 51.8 ModInvA 11.95 0.06 11.6 24.7 Ivy Funds:
CA TF Adv t 7.80 0.00 5.2 15.6 RisDv C t 78.69 1.05 15.4 39.8 NationwideInstSv 27.26 NA NA NA LowDurGS2 13.62 NA NA NA InterValue 13.85 -0.24 -6.0 -8.5 Tech n 67.56 0.61 46.1 96.7 MunInA 13.76 0.00 4.6 13.7 AssetStrA p 23.96 NA NA NA
CvtScAdv 28.30 -0.16 46.6 90.3 Utils C t 19.56 0.44 -2.4 25.8 Gateway: MedDurGS2 15.64 NA NA NA IntlAlphaInv p 16.46 0.24 24.9 37.1 Invesco Funds A: QualityIncomeA 11.92 0.01 5.5 11.6 AssetStr I r 24.35 NA NA NA
Dynat Adv 144.85 -0.88 58.1 122.7 FrankTemp/Franklin R: GatewayA 36.75 0.07 6.9 13.3 MidCap 35.52 -0.19 24.9 53.4 500InxA p 39.97 0.57 17.8 46.5 RchHiYldMuniA 7.98 0.00 5.8 31.6
ValEqGS2 19.21 NA NA NA BalancedA p 25.97 NA NA NA
Fed TF Adv 12.32 0.00 5.7 13.9 FrkDynTchR6 146.53 -0.88 58.2 123.4 GE Elfun/S&S: MunOpptI 9.10 0.01 4.6 14.4 RealEst p 18.11 0.29 -10.8 7.6

on
ActiveAllA 14.70 0.10 13.0 25.9 CoreEqA t 16.79 NA NA NA
FedIntAdv 12.41 0.00 4.4 10.4 FrkGrthOppR6 59.98 0.22 45.9 94.6 StrInc 9.38 0.00 12.5 24.0 RisingDivA 22.87 0.37 13.3 37.3
GrOpAdv p 59.00 0.22 45.7 94.0 FrkGrthR6 135.70 1.29 31.1 68.6
RSPIncm n
RSPUSEq n
12.42
66.39
-0.01
-3.45
7.8
23.5
17.1
58.3 H WorldBond 10.68 -0.03 1.8 10.1
AMTFrNY p 12.03
BalancedRiskAllA 11.20
0.01
0.11
3.7
9.2
21.9
16.4
RochAMTFrMuni 7.87 0.01 7.5 29.4
EmgMktEqFdI
HiIncA p
28.39
7.04
NA
NA
NA
NA
NA
NA
Growth Adv t 135.84 1.29 31.0 68.1 FrkIncR6 2.27 NA NA NA Tax Ex n 11.67 0.00 4.8 13.2 Hartford Funds Y: RochCAMuni 9.19 0.00 6.0 23.6
Harbor Funds: CapApprA p 73.39 0.54 36.3 74.4 HiIncI r 7.04 NA NA NA
HY TF Adv 10.39 0.00 5.8 16.4 FrkRisDivR6 80.08 1.08 16.7 44.4 Trusts n 71.55 -4.90 25.1 63.8 DiscpEq 41.63 0.19 18.4 56.0 RochLmtTrNYMuni p 3.07 0.00 3.2 22.2
IncomeAdv 2.27 NA NA NA FrkSmCpGrR6 31.03 -0.25 41.8 84.9 GMO Trust Class III: Bond 12.32 0.01 8.9 17.8 DivGthY 28.35 0.22 8.1 31.2 Chart 17.66 0.22 13.5 32.3 RochPAMuni 11.49 0.02 5.2 30.7 IntlCorEqI r 18.93 NA NA NA
RisDv Adv r 80.09 1.08 16.6 44.1 FrkTotRtnR6 10.31 -0.02 7.1 15.6 EmgCntryDt r 26.44 0.12 7.2 15.3 CapApInst 104.22 -0.26 54.4 103.7 IntOppY 20.65 0.25 20.6 23.7 CmstA 24.25 0.30 -0.8 9.1 RoMu A p 17.16 0.02 5.8 30.1 LgCpGwthA p 28.81 NA NA NA
CapApInv pn 98.27 -0.24 53.9 101.5 CoreBdA p 7.02 0.02 9.2 18.3 LgCpGwthl r 30.88 NA NA NA

us ,
SmCpGrAdv p 30.39 -0.25 41.5 83.9 MutShrR6 25.32 0.30 -4.3 7.5 Quality 25.60 0.38 18.5 56.7 MidCapY 43.19 -0.22 25.1 53.8 SenFltRtA 6.81 0.02 -4.5 -3.1
SmCpValAdv t 53.42 0.21 5.7 16.8 TempGlbBndR6 9.75 0.05 -4.1 -1.6 GMO Trust Class IV: IntlGr r 22.29 0.35 32.0 45.5 Hartford HLS Fds IA: CpBdA 7.96 0.03 11.4 23.6 ShortTerm p 8.68 0.00 3.2 9.2 LtdTrmI r 11.11 NA NA NA

l
StrInc Adv p 9.53 -0.01 3.6 10.6 TmpGrthR6 23.61 0.35 6.1 4.8 EmgCntrDt 26.39 0.12 7.3 15.5 IntlInst r 44.06 0.50 11.1 11.7 Balanced 31.55 0.28 11.6 29.8 DevMkt 42.95 1.10 17.1 23.7 SmCpEq p 14.97 -0.12 27.3 36.2 MidCapI 40.64 NA NA NA
LgCpValue 19.23 0.19 14.4 38.4 DevMktA 54.31 1.48 17.2 27.7 MdCpGwthA p 36.69 NA NA NA

e
USGovAdv p 6.10 -0.01 3.6 9.8 TmpFrgnR6 7.00 0.10 -0.1 -3.8 IntlEq 22.64 0.22 7.5 6.5 CapApp 51.83 0.24 21.9 48.9 SmCpGr 47.78 -0.87 57.0 77.5

al a
Utils Adv 19.86 0.45 -1.8 28.3 FrankTemp/Mutual A&B: Quality 25.66 0.39 18.5 57.0 SmCpGwth 17.98 -0.17 38.4 75.8 DiscEqui 17.39 0.21 18.0 55.1 DiscFdA p 109.67 -2.15 50.0 97.8 SP IncomeA 3.08 -0.04 -22.0 -22.0 MuniHighIncA t 5.07 NA NA NA
FrankTemp/Franklin A: Beacn A 16.30 0.27 3.7 18.4 GMO Trust Class VI: SmCpValInst 39.35 0.22 13.1 22.6 Div&Grwth 22.19 0.28 7.8 31.2 DisMdCpGrA 30.44 -0.45 40.1 82.2 Tech p 67.85 0.62 46.0 96.2 ScTechA p 89.31 NA NA NA
BAL A t 12.66 0.11 5.4 20.4 Shares A 25.04 0.29 -4.6 6.5 EmgMkts r 34.66 0.91 5.7 12.8 Harding Loevner: IntlOpp 19.58 0.37 20.4 23.7 DivIncm p 22.99 0.18 0.6 10.2 Invesco Funds C: ScTechI r 102.15 NA NA NA
EmgMktsAdv n 66.94 1.56 13.5 16.0 DivrsDiv p 19.96 0.21 0.1 15.4 SmCapGrA t 21.36 NA NA NA

ci on
BalInv p 32.00 0.50 -2.5 6.3 FrankTemp/Temp A: Quality 25.60 0.39 18.6 57.1 MidCap 43.44 -0.23 25.1 53.8 EqWtdC 64.02 0.75 11.5 29.9
BioDis A p 171.39 -3.80 29.9 47.6 DvMk A p 25.42 0.80 18.7 25.7 Goldman Sachs A: IntlEq 28.42 0.42 20.3 29.6 SmCpGrwth 38.15 -0.87 33.2 59.7 EqIncA 10.96 0.12 10.0 19.3 RchHiYldMunC 7.95 0.01 5.2 29.1 SmCapGrI r 30.71 NA NA NA
CoreAll A p 21.85 NA NA NA Frgn A p 7.14 0.10 -0.5 -4.9 CapGr 28.55 0.32 22.8 57.9 Hartford Funds A: Stock 95.52 1.34 12.1 46.9 EqInvA 15.01 0.10 13.5 25.2 SenFltRtC 6.81 0.01 -5.3 -5.4
CvtSc A p 28.30
DynaTech A p 139.75
-0.16
-0.85
46.2
57.7
88.8
121.1
GlBond A p
GlSmCo A p
9.80
10.65
0.06
0.10
-4.4
13.2
-2.6
15.6
Muni
Goldman Sachs Inst:
16.63 0.00 3.6 14.3 BalIncA
CapAppA p
15.60
42.98
0.05
0.03
7.5
20.7
21.5
49.8
TotRetBd
UltraShBd
11.98
10.09
0.04
0.00
9.0
1.4
19.7
5.9
EqWtdA p
GblAllocA
67.17
21.66
0.80
0.20
12.3
14.4
32.8
20.2
TEHYC
Invesco Funds Instl:
10.13 0.00 2.4 12.3 J
EqIn A p 27.30 0.31 5.6 26.3 Growth A p 23.63 0.35 5.7 3.8 EmgMEq 30.20 0.92 31.0 31.1 Chks&Bal p 10.16 -0.05 13.0 33.4 Heartland Funds: GblStrIncmA p 3.80 0.02 3.5 8.9 IntlGrow 33.05 0.70 13.7 24.1 Janus Henderson:
FlRtDA A p 7.52 0.00 -4.5 -1.0 World A p 14.13 0.17 3.6 6.2 Gr 40.29 0.19 32.2 63.5 DiscpEqA p 41.06 0.27 18.1 54.6 Val Inv n 43.19 NA NA NA GlbOppA p 78.19 -0.41 39.6 46.1 SmCpGr 56.89 -1.03 57.6 79.5 Balanced C 40.46 0.39 13.3 37.2
FoundFAlA p 13.44 NA NA NA FrankTemp/Temp Adv: HYMuni 10.42 0.00 4.9 22.4 DivGth A p 27.54 0.23 7.7 30.0 Hennessy Funds: Glcoreeq p 14.61 0.26 12.6 19.4 Invesco Funds P: Balanced S 40.90 0.40 13.9 39.5
FrkIntlGrthA 21.50 0.13 32.5 55.1 Frng Adv 7.01 0.10 -0.4 -4.3 Int 13.75 0.15 7.8 7.6 EqInc t 19.91 0.16 4.4 20.9 FocInv 61.55 0.40 5.5 27.4 GlGr 34.07 0.46 20.2 35.6 Summit P pn 29.46 0.22 42.1 91.5 Balanced T n 40.98 0.40 14.2 40.5

er s
FSmCoSer r 23.03 0.39 9.0 9.1 GlBondAdv p 9.75 0.05 -4.2 -1.9 Muni 16.62 0.00 3.9 15.4 FltRateA t 8.30 0.01 1.3 8.6 JapanInst 49.77 1.06 26.0 40.1 GlHltCr 45.04 0.10 14.4 51.8 Invesco Funds Y: Contrarian T n 26.81 0.27 27.7 75.2
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Quarterly Stock Scoreboard


m er
WINNERS
m rp
NYSE NYSE American NASDAQ
Name Closing Price Net Chg. % Chg. Name Closing Price Net Chg. % Chg. Name Closing Price Net Chg. % Chg.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Silvergate Capital 74.31 + 59.91 +416.04 Centrus Energy 23.13 + 14.76 +176.34 Magnite 30.71 + 23.77 +342.19
Jumia Technologies 40.35 + 32.36 +405.01 Amcon Distributing 118.95 + 54.36 + 84.16 Altus Midstream 47.46 + 36.35 +327.18
co o

QuantumScape 84.45 + 67.70 +404.18 Grupo Simec ADR 12.80 + 5.78 + 82.33 Arvinas 84.93 + 61.32 +259.72
fuboTV 28.00 + 19.00 +211.11 Bluerock Res Growth REIT 12.67 + 5.09 + 67.15 Beam Therapeutics 81.64 + 57.02 +231.60
F

Danaos 21.43 + 14.09 +191.96 Retractable Tech 10.74 + 4.08 + 61.26 Veritone 28.45 + 19.29 +210.59
Intrepid Potash 24.15 + 15.71 +186.14 Metalla Royalty Stream 12.56 + 4.67 + 59.19 MTS Systems 58.16 + 39.05 +204.34
Cooper-Standard Holdings 34.67 + 21.46 +162.45 Imperial Oil 19.03 + 7.07 + 59.11 Luminar Technologies 34.00 + 22.58 +197.72
Nordstrom 31.21 + 19.29 +161.83 Core Molding Tech 14.08 + 5.22 + 58.92 Scholar Rock Holding 48.53 + 30.84 +174.34
Switchback Energy 40.08 + 24.48 +156.92 Northern Oil Gas 8.76 + 3.02 + 52.61 Intellia Therapeutics 54.4 + 34.52 +173.64
Farfetch Cl A 63.81 + 38.65 +153.62 Ashford 8.58 + 2.78 + 47.93 Ocular Therapeutix 20.7 + 13.09 +172.01

LOSERS
n-

NYSE NYSE American NASDAQ


Name Closing Price Net Chg. % Chg. Name Closing Price Net Chg. % Chg. Name Closing Price Net Chg. % Chg.
no

Hyliion Holdings 16.48 –33.35 –66.93 Ambow Education 2.17 –2.88 –57.03 Aprea Therapeutics 4.92 –19.14 –79.55
GSX Techedu ADR 51.71 –38.40 –42.61 PARTS iD 6.36 –4.01 –38.67 Catabasis Pharma 2.14 –4.05 –65.43
Nam Tai Property 5.85 –3.51 –37.50 Alpha Pro Tech 11.15 –3.63 –24.56 Assembly Biosciences 6.05 –10.39 –63.20
Puxin ADR 5.82 –3.07 –34.53 Daxor Corp 12.5 –3.25 –20.63 Liminal BioSciences 4.2 –6.93 –62.26
New York City REIT 8.11 –4.09 –33.52 Actinium Pharma 7.8 –1.89 –19.50 Ovid Therapeutics 2.31 –3.43 –59.76
GTT Communications 3.57 –1.59 –30.81 NovaGold Resources 9.67 –2.22 –18.67 Q&K Intl ADR 2.69 –3.74 –58.16
Boqii Holding ADR 5.21 –1.99 –27.64 Cohen Co 16.34 –3.22 –16.45 Nabriva Therapeutics 2.42 –2.91 –54.60
Studio City Intl ADR 11.87 –4.40 –27.04 B2Gold 5.6 –0.92 –14.11 Mesoblast ADR 8.49 –10.10 –54.32
SolarWinds 14.95 –5.39 –26.50 Issuer Direct 17.51 –2.37 –11.92 Cyclerion Therapeutics 3.06 –3.02 –49.67
Meritage Homes 82.82 –27.57 –24.98 Mastech Digital 15.9 –2.11 –11.72 Vaxcyte 26.57 –22.81 –46.19
M26 BARRON’S January 4, 2021

Mutual Funds Data provided by

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.
Enterprise Inst 94.21 0.56 19.5 61.2 MdCpVal L 36.94 0.36 NA NA FloatRt p 8.29 NA NA NA ConAllC p 17.29 -0.19 10.8 23.8 IntTxExpt n 10.97 NA NA NA JennSmallCompany 26.15 -0.07 27.6 42.7 LowDurInc r 8.68 0.02 4.7 13.5 TotRet 10.60 0.01 8.2 15.5
Enterprise T n 155.93 0.94 20.1 60.6 USEquity L 19.08 0.33 NA NA HiYld p 7.41 NA NA NA GrAllC p 23.67 -0.44 13.6 33.0 MidCpIdx n 20.94 -0.08 13.5 27.0 TotalReturnBond 15.08 NA NA NA LTUSG 6.03 -0.06 17.9 30.9 PIMCO Funds A:
FlxBnd T n 11.41 0.04 10.7 19.8 JPMorgan I Class: HYMuniBd 12.60 NA NA NA Growth C t 115.71 1.10 30.3 80.4 ShIntTaxFr n 10.49 NA NA NA PIMCO Fds Admin: ModDur 10.62 -0.06 8.0 15.5 AllAsset 12.40 NA NA NA
Forty S 45.87 0.62 38.6 90.9 CoreBond 12.28 0.00 NA NA Income 3.03 NA NA NA ModAllC p 19.94 -0.45 12.7 29.2 SmCapIdx n 15.30 -0.22 19.5 33.0 RealRetAd p 12.24 NA NA NA MortgOppBd 10.97 NA NA NA HiYld 9.08 0.04 4.9 16.8
GlbEqIncA 6.62 0.07 1.6 3.3 CorePlusBd 8.72 0.00 NA NA IntrTxFr 11.34 NA NA NA ValueC t 44.34 0.72 2.9 18.2 SmCpVal n 19.73 0.06 -2.3 3.1 TotRtAd p 10.60 0.01 8.6 16.7 RAEFndmtlAdvPLUS 8.80 NA NA NA HiYldMuniBd 9.65 0.01 5.9 18.8
GlbResch T nr 97.48 1.37 20.1 43.8 EmMktEq I 43.72 1.46 NA NA NatlTxF p 12.00 NA NA NA MFS Funds Class I: StkIdx n 41.99 0.60 18.3 48.3 PIMCO Fds Instl: RAEPLUS r 6.48 NA NA NA IncomeFd 12.11 0.03 5.4 13.7
GblResh Inst 63.62 0.90 20.1 44.3 EqInc 19.73 0.23 NA NA ShtDurIncm 4.21 NA NA NA BondI 15.76 0.07 11.3 23.8 TxExpt n 11.11 NA NA NA AllAsset 12.39 NA NA NA RAEPlusEMG 10.27 NA NA NA IntlBdUSH 11.09 NA NA NA
GlbSel T n 17.52 0.25 16.0 33.1 EqIndx 57.06 0.81 NA NA ShtDurTxF p 15.90 NA NA NA ConAllI 17.73 -0.25 11.9 27.6 Nuveen Cl A: AllAssetAuth r 8.27 NA NA NA RealRtnI 12.24 NA NA NA InvstGrCrBd 11.29 0.04 7.1 19.4
GlLifeSci T nr 71.01 0.18 25.4 68.8 GrAdv r 31.51 0.13 NA NA TotRet 10.73 NA NA NA Growth I 161.77 1.55 31.6 85.9 AAMunBd p 12.17 0.01 5.6 15.3 CommodtyRR 5.87 NA NA NA RERRStg 8.23 NA NA NA LowDurA 9.95 0.00 3.1 7.6
GlTech T nr 53.54 0.23 50.9 120.5 GvBd 11.27 0.00 NA NA Lord Abbett I: IntNwDI 37.91 0.49 10.0 21.0 CAMunBd p 11.72 0.00 5.2 13.5 DivInc 11.41 NA NA NA ShortT 9.83 -0.04 2.7 7.1 LowDurInc 8.68 0.02 4.3 12.1
Grw&Inc T n 64.53 0.81 10.2 36.9 HighYld 7.12 0.01 NA NA BdDebentr 8.36 NA NA NA MCapI 30.13 -0.01 35.7 89.0 HiYldMuBd p 17.63 0.00 3.0 17.2 EmMktsBd 10.90 0.02 6.5 17.2 ShtAssetInv 10.01 0.00 1.2 5.9 MuniBdA 10.46 0.00 5.5 15.2
MdCpVal T n 15.74 0.15 -1.5 11.1 IntlEqIndx 19.08 0.27 NA NA DevlpGro 38.97 -1.23 73.0 141.0 MCpValI 26.22 0.20 4.3 20.8 IntDMunBd p 9.64 0.01 4.2 12.9 EmrgMktCur&STInv 8.18 0.04 2.3 3.8 StcksPLUSIntlHdg r 8.20 NA NA NA RealRtnA 12.24 NA NA NA
Resh T n 64.21 0.57 32.6 74.3 IntmdTFBd 11.31 -0.01 NA NA FloatRt 8.30 NA NA NA MIGI p 38.80 0.60 22.7 73.8 LtdMnBd p 11.38 0.00 3.4 10.3 ExtdDur 8.72 NA NA NA StcksPLUSSmall 11.08 NA NA NA ShtTmA 9.83 -0.04 2.5 6.3

.
SCVal T n 21.23 0.14 -6.8 1.9 InvConGw 13.49 -0.01 NA NA HiYld 7.45 NA NA NA MITI 34.55 0.48 14.4 43.6 NYMunBd p 11.29 0.00 3.9 11.9 GlblBdOppUSH 10.75 NA NA NA StkPlsLgDur 8.98 NA NA NA StksPLSTR 12.18 NA NA NA
Venture T n 101.16 -2.78 31.5 60.3 LgCpGwth 60.14 -0.03 NA NA ShtDurInc p 4.21 NA NA NA ReInT t 23.07 NA NA NA Nuveen Cl I: HiYld 9.08 0.04 5.3 18.0 StksPLS 11.64 NA NA NA TotRetA 10.60 0.01 8.5 16.4

ly
Jensen I : MdCpGrw 51.52 -0.79 NA NA LSVValEq : RetBdI 11.61 0.03 8.8 18.4 HYMunBd 17.63 0.00 3.2 18.0 HiYldMuniBd 9.65 0.01 6.2 19.9 StPlTRInst r 12.46 NA NA NA PIMCO Funds C:
Jensen I 55.42 0.61 18.6 57.2 MdCpVal 36.42 0.35 NA NA LSVValEq 25.42 NA NA NA RschI 52.61 0.69 16.9 49.4 Nuveen Cl R: IntlBdUnhedged r 10.73 0.09 12.3 15.9 TotRetESG 9.67 0.01 9.0 17.8 IncomeFd 12.11 0.03 4.6 11.1
JensenQualGrJ n: MtgBckd 11.55 0.00 NA NA TotRI 20.44 0.15 9.7 24.9 CAMunBd 11.73 0.00 5.4 14.2 IntlBdUSH 11.09 NA NA NA TotRt 10.60 0.01 8.9 17.5 TotRetIncC 10.60 0.01 7.7 13.7
JensenQualGrJ n 55.45
John Hancock:
0.62 18.4 56.0 ShtDurBnd
SmCap
11.16
69.05
-0.01
-0.16
NA
NA
NA
NA
M UStdI p
ValueI
30.18
45.11
0.37
0.74
15.4
3.9
36.9
21.8
IntDMunBd
LmtTrmR
9.67
11.34
0.01 4.4 13.7
0.00 3.6 10.9
InvGrdCrBd 11.29 0.04 7.5 20.8 TRII 9.89 0.00 8.3 17.9 PIMCO Funds I2:
LgTmRlRt 7.96 NA NA NA TrndsMgdFutStrgy 10.28 NA NA NA CommdtyRR 5.85 NA NA NA

on
500Index1 43.08 0.62 18.1 47.5 SmCapGrw 29.23 -0.83 NA NA MainStay Fds A: MFS Funds Instl: NYMunBd 11.30 0.00 4.1 12.5 LgTrmCrdtBd 13.52 NA NA NA PIMCO Funds: ComPLUSStrtgyFd 4.90 NA NA NA
BondI 16.79 0.05 9.4 19.7 SR2030 I 20.66 0.03 NA NA ConvtA 23.01 NA NA NA IntlEq 30.64 0.41 11.1 27.4 Nuveen Fds: LngDurTotRtrn 11.09 0.03 17.7 34.2 IncomeFd 12.11 0.03 5.1 12.8 DivInc 11.41 NA NA NA
BondR6 16.82 0.05 9.5 20.0 TxAwEq 40.72 0.63 NA NA HiYldBdA 5.62 NA NA NA Mondrian: RealEst 18.74 0.19 -6.1 11.4 LowDur 9.95 0.00 3.4 8.6 StcksPLUSIntlHdg 8.10 NA NA NA GNMAGvtSec 11.46 0.00 5.6 13.3
CapApprNAV 20.65 -0.08 56.4 106.2 USEquity 19.05 0.33 NA NA IncBldr 20.44 NA NA NA IntlValEq n 13.62 NA NA NA SmCpVal 22.38 -0.04 -4.2 -10.8
ClassicVal I 31.45 0.33 -2.5 1.7 USLgCpCorPls 24.01 0.33 NA NA LgCpGrA p 11.91 NA NA NA Morgan Stanley Fds A:
DispVal I 20.74
DispValMdCpR6 23.31
0.29
0.29
1.6
6.0
12.7
17.9
USRechEnhEq 31.83
ValAdv 35.53
0.43
0.44
NA
NA
NA
NA
TxFrBdA
MainStay Fds I:
10.70 NA NA NA InsightA p 80.81
Morgan Stanley Fds I:
-4.10 116.0 222.0
O DATES TO WATCH FOR

us ,
DispValR6 20.78 0.29 1.7 13.1 JPMorgan Inst Class: EpochGlb r 18.15 NA NA NA FxInOpp I 5.88 0.01 4.9 15.7 Oak Associates Funds:
GblShrhYldI 11.05 NA NA NA Insight I 91.91 -4.66 116.6 224.9

l
ValAdv L 35.55 0.45 NA NA MacKaySTMuni 9.73 NA NA NA RedOakTec n 37.57 -1.29 26.3 72.3
IntlGrwI 36.72 NA NA NA JPMorgan R Class: S&P500IdxA 48.08 NA NA NA Morgan Stanley Inst: Oakmark Funds Invest:
January Data for

e
MdCpIdxI 21.34 -0.08 13.2 25.9 CapGrI 91.47 -4.64 115.6 185.8

al a
Science&TechI 41.87 0.13 57.5 116.1
CoreBond 12.30 0.00 NA NA TRBd 11.46 NA NA NA
CapGrP p 85.31 -4.33 115.1 183.7
EqtyInc nr 30.63 0.25 8.7 18.9 4 PMI Manufacturing Index (9:45 a.m.) - Final December
CorePlusBd 8.72 -0.01 NA NA Mairs&Power: GlbSel nr 20.98 0.15 13.0 15.6
TotalStkMktIdxI 26.26 0.20 21.4 48.4 HighYld r 7.12 0.01 NA NA MairsPwrBal n 105.23 0.84 10.4 29.2 CorPlusFxdIncI 11.74 0.03 7.7 18.8 Global n 31.96 0.20 9.0 14.5 Construction Spending (10:00 a.m.) November
VolGrw1 12.03 -0.10 -1.4 10.1 Discovery I 43.23 -2.40 142.6 280.3
LimDurBd 10.20 -0.01 NA NA MairsPwrGr n 136.08 1.19 16.7 43.3 Oakmark n 90.12 1.66 12.9 25.1 5 Car Sales (3:45 p.m.) December

ci on
John Hancock Class 1: MtgBckd 11.55 0.00 NA NA Marsico Funds: DiscoveryA p p 33.13 -1.84 141.9 277.2 OakmrkInt n 26.09 0.04 4.9 -0.2
BlueChipGrw 56.01 0.75 34.3 77.4 ShtDurBnd 11.16 -0.01 NA NA Focus pn 25.72 0.21 50.1 99.5 GloFranI t 31.20 0.41 13.2 44.5 Select n 48.07 0.72 10.8 6.2 ISM Manufacturing Report (10:00 a.m.) December
CapAppr 20.55 -0.08 56.3 105.9 SmCpEqR5 69.26 -0.15 NA NA Mass Mutual: IntlEqI 16.20 0.23 11.4 15.6 Oberweis Funds:
LSAggr 16.07 -0.81 19.3 34.8 MorganStanleyPathway: 6 PMI Composite Index (9:45 a.m.) December
SmCpVal 26.96 -0.02 NA NA SelBluChipGroClI 30.03 0.43 33.7 75.9 IntlOppInst 16.95 0.37 63.6 53.8
LSBalncd 15.31 -0.69 15.3 28.4 USEqR5 19.09 0.33 NA NA MassMutual Premier: CoreFxIcm n 8.56 0.01 8.7 18.7 Old Westbury Fds: Factory Orders (10:00 a.m.) November
LSConserv 13.62 -0.30 9.8 18.9 USRechEnhEq 31.79 0.43 NA NA CoreBdI 11.25 0.03 8.6 18.7 EmgMkt n 16.98 0.44 11.2 10.7 AlCpCore n 22.05 0.31 23.6 56.8
LSGwth 15.82 -0.86 17.6 31.8 JPMorgan R5 Class: MassMutual Select: LgCapEq n 23.09 0.27 18.7 45.8 FixInc pn 11.60 0.02 6.1 13.3 FOMC Minutes (2:00 p.m.)
LSModer 14.07 -0.49 12.2 23.4 Sm-MdCapEq nr 21.05 -0.04 20.7 38.1
SR2020 R5 18.52 -0.03 NA NA BlackRockGlAllCi 12.59 NA NA NA LrgCpStr n 17.14 0.23 15.3 32.0 7 Challenger Job-Cut Report (7:30 a.m.) December

er s
MidCapStock 26.16 -0.36 64.6 120.2 SR2030 R5 20.73 0.03 NA NA BlChpGrR5 29.96 0.42 33.5 75.3 Munder Funds: MuniBd pn 12.55 0.00 4.1 10.5
RetCho2015 11.72 -0.26 7.9 17.3 SR2040 R5 23.49 0.01 NA NA IdxEqI 18.52 0.26 18.3 48.3 MndrIntlSmCpInv r 16.34 NA NA NA OWstbryNYMuBndFdn 10.59 0.01 3.7 NS International Trade (8:30 a.m.) November
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

RetCho2025 12.68 -0.77 10.6 22.7 SRIncome R5 17.43 -0.03 NA NA IndxEqR4 n 17.93 0.26 17.8 46.3 Munder Funds Cl Y: Sm&MdCapStrategi n 18.42 0.09 22.1 33.9
RetCho2030 13.75 -0.70 13.1 27.0 MndrSCVClY p 35.64 NA NA NA ISM Service Index (10:00 a.m.) December
RetCho2035 14.39 -0.53 14.4 29.7
JPMorgan Select Cls:
SmCpGrL 30.40 -0.86 NA NA
m er
MCGrEqIII
MCpGrEqIIS
28.25
27.89
-0.11
-0.11
26.2
26.1
61.7
61.2 Mutual Series:
Optimum Funds Inst:
Fixed Inc 10.00 0.02 9.2 17.8 8 Employment Situation (8:30 a.m.) December
RetCho2040R4 14.67 -0.50 15.1 31.1 PIMCITRetI 10.32 0.03 9.2 19.3 BeacnZ n 16.48 0.28 4.1 19.3 Intl Eqty 14.66 0.23 11.4 14.4
Consumer Credit (3:00 p.m.) November
RetCho2045
RetCho2050R4 13.35
14.94 -0.45
-0.35
15.5
15.8
31.9
32.3 L Matthews Asian Funds:
AsiaDivInv nr 22.48 NA NA NA
GlbDiscA
GlbDiscz n
28.12
28.77
0.31
0.32
-4.6 5.6
-4.4 6.4
LgCpGrwth
LgCpVal
24.73
17.88
0.26
0.29
34.0
2.6
74.3
18.9 Wholesale Trade (10:00 a.m.) October
RetLiv2020 10.04 -0.70 13.6 26.7 QuestA t 13.09 0.09 -2.1 1.7
Laudus Funds: AsiaGroInv nr 39.41 NA NA NA SmCpGrwth 19.42 -0.21 57.3 91.2
RetLiv2025 11.00 -0.61 15.8 29.9
USLgCpGr nr 29.20 0.36 38.3 87.0 Asian G&I Inv nr 18.05 NA NA NA
QuestZ n 13.31 0.09 -1.8 2.5
SmCpVal 13.50 0.08 1.4 5.6 12 NFIB Small Business Optimism Index (6 a.m.) December
m rp
RetLiv2030 11.47 -0.60 17.5 32.5 SharesZ n 25.33 0.29 -4.3 7.2
Lazard Instl: AsiaInnovInv n 26.65 NA NA NA Osterweis Strat Income: JOLTS (10:00 a.m.) November
RetLiv2035 12.00 -0.62 18.7 34.2
RetLiv2040
RetLiv2045
12.24
12.05
-0.60
-0.56
19.9
20.4
36.1
36.8
EmgMktEq
GlbLstInfr
18.04
14.65
0.37 0.0 -3.4
0.09 -4.5 12.4
ChinaInv n
DLStrIncmR
26.76
26.70
NA
NA
NA
NA
NA
NA N OsterweisStrInc n 11.35 0.04 9.0 14.1
13 Consumer Price Index (8:30 a.m.) December
John Hancock Funds A:
IntlEq
IntStrtEq r
20.02
16.83
0.25 8.8 13.9
0.23 10.6 20.5
IndiaInv nr
JapanInv nr
26.13
25.19
NA
NA
NA
NA
NA
NA
Nationwide Fds R6: PQ Beige Book (2:00 p.m.) December
BalA 24.26 NA NA NA BdIdxR6 11.81 NA NA NA 14 U.S. Import & Export Price Indexes (8:30 a.m.) December
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

BondA p 16.79 0.05 9.1 18.6 USEQ Concen Inst 18.05 0.25 9.0 34.8 PacTigerInv nr 34.72 NA NA NA IntIdxR6 8.54 NA NA NA PACE Funds Cl P:
DispVal 21.51 0.30 1.4 11.9 Lazard Open: Merger Fd pn: MidCapIdxR6 17.10 NA NA NA IntlEqty P 17.12 0.21 11.2 14.4 15 PPI (8:30 a.m.) December
IntlStrEq n 16.99 0.23 10.3 19.6 Merger Fd pn 17.43 -0.62 4.9 19.7 LgGrEqty P 27.02 0.13 39.4 78.1
co o

DispValMdCp 22.31 0.27 5.6 16.7 Nationwide Fds Serv:


FunLgCpCorA p 59.70 NA NA NA Legg Mason A: Meridian Funds: IDAggr p 9.59 NA NA NA LgVEqty P 21.00 0.28 -2.4 7.4 Retail Sales (8:30 a.m.) December
GrowFdClA 16.68 NA NA NA Growth n 48.02 -0.30 24.9 48.4 StraFxd P 14.50 NA NA NA
InvGrBdA 11.19 0.02 8.3 17.1
Legg Mason I: Value n 41.69 0.11 23.8 41.9
IDMod p 9.82 NA NA NA
Pacific Life Funds: Industrial Production & Capacity Utilization (9:15 a.m.) December
IntlGrw 36.63 NA NA NA IDModAggr p 9.83 NA NA NA
IntlGrTrI 68.30 NA NA NA Metropolitan West: PortOptModAggClA p 14.80 NA NA NA Business Inventories (10:00 a.m.) November
F

LifeAggr 16.16 -0.77 18.8 33.3 Natixis Funds:


LifeBal 15.44 -0.67 14.9 27.0 OpporTrI 43.73 -0.80 38.9 68.8 HiYldBdI 10.66 0.04 11.7 24.6 InvGradeBdA p 11.65 0.04 11.4 20.4 PortOptModClA r 13.90 NA NA NA
LifeConsv 13.65 -0.29 9.4 17.6 Longleaf Partners: IntmBdI 10.91 0.01 7.6 15.9 InvGradeBdY 11.66 0.04 11.7 21.4 Palmer Square: Michigan Consumer Sentiment (10:00 a.m.) - Preliminary January
LifeGrw 15.91 -0.82 17.2 30.4 Intl n 17.38 0.13 -1.2 10.1 LowDurBdI 8.92 0.00 3.5 9.6 LSGrowthY 23.14 0.35 31.8 69.3 Income Plus 10.04 NA NA NA 18 Markets Closed: Marting Luther King Jr. Day
LifeMod 14.16 -0.48 11.8 22.1 Partners n 21.73 -0.21 10.5 4.1 TotRetBd n 11.18 0.02 8.8 18.4 USEqOppsA 39.04 0.66 22.1 49.6 Parnassus Fds:
Sm-Cap n 23.85 -0.76 4.1 16.5 TotRetBdI 11.18 0.03 9.1 19.2 ParnEqFd n 53.65 0.83 21.2 58.1 19 Treasury International Capital Data (4 p.m.) November
StrIncA p 6.80 0.03 7.2 14.8 Neuberger Berman Fds:
USGlobLdrs 62.83 0.67 35.4 86.5 Loomis Sayles Fds: TRBdPlan 10.49 0.03 9.2 19.6 EmgMktInst 23.21 0.51 13.3 11.5 Parnsus n 61.44 -0.21 28.6 50.7 20 NAHB Housing Market Index (10:00 a.m) January
John Hancock Instl: HiInc 6.14 0.03 3.5 10.3 UnconstrBdI 12.02 0.02 4.8 12.6 EqIncInst 13.31 0.16 2.9 18.3 Pax World Fds:
LSBondI 13.58 0.06 2.1 10.7 MFS Funds Class A: SustAll Inv n 26.36 -0.29 16.2 34.7 21 Housing Starts and Permits (8:30 a.m.) December
BalancedI 24.23 NA NA NA GenesInst 70.32 0.16 25.1 51.6
DispValMCI 23.32 0.29 5.9 17.5 LSBondR pn 13.51 0.06 1.9 9.9 AgGrAlA p 28.03 -0.68 15.5 39.3 HiIncBdInst 8.75 0.05 6.4 18.3 Paydenfunds: Philadelphia Fed Manufacturing Index (8:30 a.m.) January
FunLgCpCorI 62.69 NA NA NA LSCorBndA p 13.99 0.04 10.3 18.9 BondA p 15.77 0.07 11.0 22.9 IntrinsicValInst 19.51 -0.01 27.1 42.5 CoreBd n 11.15 0.02 6.9 15.4
IncomeI 6.79 0.03 7.6 15.8 LSFixIncl 13.21 0.07 5.4 16.0 CoEqyA 40.83 0.48 18.6 50.9 LgShInst 16.56 NA NA NA EqIncInv n 18.03 0.15 0.7 20.3 22 PMI Composite Flash (9:45 a.m.) January
StratIncmOppI 11.38 0.05 8.4 14.2 LSStrIncA p 14.03 0.07 1.1 8.7 ConAllA p 17.56 -0.23 11.6 26.6 MidCapGroR6 20.14 -0.33 39.8 76.6 HiInc n 6.76 0.00 7.4 21.8 Existing Home Sales (10:00 a.m.) December
USGlbLdrsGrwI 69.45 0.74 35.7 87.9 SmCpGI 35.00 -0.49 34.1 70.4 Growth A p 150.56 1.44 31.3 84.6 MultCpOptyInst 15.24 0.11 12.7 37.7 LowDur n 10.18 0.00 3.5 8.8
JPMorgan A Class: Lord Abbett A: GlEqA 52.77 0.82 13.9 33.7 StrIncInst 11.47 NA NA NA LtdMat n 9.53 0.00 1.8 7.1 26 FOMC Meetings (2:00 p.m.)
CoreBond 12.29 0.00 NA NA Affiltd p 15.24 0.14 -1.3 14.4 GlTotA p 18.82 0.19 9.3 20.0 SustainableEqIns 42.19 0.64 19.6 42.3 Pear Tree:
S&P/Case-Shiller Home Price Indices (9:00 a.m.) January
n-

CorePlusBd p 8.72 0.00 NA NA BdDeb p 8.41 NA NA NA GrAllA p 24.11 -0.64 14.5 36.0 Neuberger Berman Inv: ForeignVal I r 22.32 0.28 3.1 6.2
EmMktEq t 42.70 1.42 NA NA CalibrDivGr 17.86 0.24 15.5 39.3 GvScA p 10.38 0.01 6.2 13.1 Focus n 29.76 0.45 24.4 45.6 PearValR6 11.44 0.15 3.1 6.4 FHFA House Price Index (9:00 a.m.) November
EqInc p 19.37 0.23 NA NA CoreFxdInc p 11.33 NA NA NA HiInA p 3.45 0.01 4.4 15.5 Genes n 70.39 0.16 24.8 50.8 Perm Port Funds:
EqIndx p 56.99 0.81 NA NA DevGt p 30.56 -0.96 72.6 139.2 IntGrA t 42.46 0.84 15.4 33.1 Guard n 23.54 0.09 34.6 71.1 Permanent n 45.93 0.28 18.9 30.3 Consumer Confidence (10:00 a.m.) January
GwthAdv p 30.16 0.12 NA NA FloatRt p 8.30 NA NA NA IntlDvFdA t 23.64 0.04 15.0 28.2 IntlEqInst r 14.90 0.18 13.9 21.7 PGIM Funds Cl A: 27 Durable Goods Shipments and Orders (8:30 a.m.) December
Inv Bal p 15.99 -0.02 NA NA FundlEq p 12.07 0.13 2.6 15.4 IntlIntVA t 51.72 0.68 20.1 36.9 LCVal n 36.39 0.41 14.5 40.6 2020FcA 17.51 0.05 30.3 59.0
no

InvCon p 13.40 -0.01 NA NA HiYldA t 7.42 NA NA NA IntNwDA p 36.72 0.47 9.7 20.1 MdCpGrInv n 19.93 -0.33 39.4 75.1 Balanced 17.25 NA NA NA FOMC Announcement (2:00 p.m.)
InvG&I p 18.39 0.01 NA NA HYMuniBd p 12.59 NA NA NA LtdMA p 6.12 0.00 4.1 10.3 Neuberger Berman Tr: HighYield 5.51 0.00 5.3 20.0 28 GDP (8:30 a.m) - (Advanced Estimate) Q4, 2020
InvGrwt p 22.49 0.04 NA NA IncomeA p 3.03 NA NA NA MCapA 28.20 -0.01 35.3 87.6 Genes n 70.34 0.16 24.7 50.4 JennBlend 24.11 -0.08 27.1 50.0
LgCpGwth p 58.96 -0.04 NA NA IntrTxFr 11.35 NA NA NA MCpValA p 25.55 0.20 4.0 20.0 GenesisFdR6 70.24 0.16 25.2 52.0 JennGrowth 58.92 -0.22 55.7 104.1 New Home Sales (10:00 a.m.) December
MdCpGrw p 42.60 -0.67 NA NA MidCapStk 28.85 NA NA NA MIGA p 37.50 0.58 22.4 72.6 New Covenant Funds: JennHealthSci 49.96 -0.44 41.2 60.8
MdCpVal p 35.96 0.34 NA NA MultiAstBalOppty 13.08 NA NA NA MITA p 35.80 0.50 14.1 42.5 Growth n 51.83 0.34 20.2 47.0 JennMidCapGrowth 21.13 -0.34 42.2 78.5 U.S. Leading Indicators Index (10:00 a.m.) December
ShrtDurBd p 11.14 -0.01 NA NA MultiAstInc 16.68 NA NA NA ModAllA p 20.35 -0.48 13.6 32.1 Nicholas Group: JennSmallCompany p 23.26 -0.06 27.1 41.2 29 Employment Cost Index Q4, 2020
Sm Cap p 58.52 -0.14 NA NA ShDurTxFr 15.90 NA NA NA MuHiA 8.49 0.00 3.4 15.6 Nch II I 31.56 -1.04 15.7 48.7 JennUtility 15.98 0.33 4.2 34.3
SmCapGrw p 25.64 -0.72 NA NA ShtDurIncmA p 4.21 NA NA NA MuInA p 9.12 0.01 4.0 13.6 Nich n 77.09 -2.42 18.9 56.3 NationalMuni 15.29 0.01 4.1 12.5 Personal Income and Outlay (8:30 a.m) December
SR2020 p 18.42 -0.02 NA NA TaxFr p 12.01 NA NA NA MuLtA 8.41 0.00 3.3 10.1 Northern Funds: ShrtTermCorpBond 11.42 0.01 5.1 12.3
TotRet p 10.73 NA NA NA NewDA t 36.16 -0.51 44.6 100.2 TotalReturnBond p 15.14 NA NA NA
Michigan Consumer Sentiment (10:00 a.m.) - Final December
SR2030 p 20.59 0.04 NA NA ActMIntlEq nr 12.21 0.12 11.7 18.4
SR2040A p 23.33 0.02 NA NA ValOpps p 19.17 0.05 15.2 24.7 ReInA p 22.25 NA NA NA BdIdx n 11.19 0.02 7.3 16.4 PGIM Funds Cl C: Chicago PMI (9:45 a.m.) January
USEquity 18.98 0.33 NA NA Lord Abbett C: RetBdA t 11.61 0.03 8.7 17.9 CAIntTxEx n 11.09 0.00 4.6 12.5 TotalReturnBond 15.12 NA NA NA
ValAdv t 35.37 0.44 NA NA BdDeb 8.43 NA NA NA RschA p 51.14 0.67 16.6 48.3 EmMktsEqIdx nr 13.99 0.42 17.6 18.2 PGIM Funds Cl Z: Pending Home Sales Index (NAR) (10:00 a.m.) December
JPMorgan C Class: FloatRt p 8.30 NA NA NA TechA p 65.27 NA NA NA FixIn n 10.83 NA NA NA GlobalRealEstate 22.66 0.33 -4.4 13.7
InvBal p 15.69 -0.01 NA NA ShtDurIncmC t 4.24 NA NA NA TotRA p 20.45 0.16 9.5 24.0 GlbREIdx nr 10.13 NA NA NA HighYield 5.52 0.00 5.6 21.0
InvConsvGr t 13.33 -0.01 NA NA Lord Abbett F: UtilA p 22.75 0.32 5.9 33.3 HiYFxInc n 6.77 0.04 6.0 18.2 JennGrowth 65.16 -0.23 56.2 106.0 Note: Some dates and times are approximations.
JPMorgan Funds: BdDeb 8.40 NA NA NA ValueA p 44.85 0.74 3.7 20.9 HiYMuni n 8.95 0.01 4.3 13.9 JennHealthSci 57.77 -0.50 41.7 62.3
Fl EmMktEq L 44.07 1.47 NA NA DevGt p 32.73 -1.03 72.8 140.3 MFS Funds Class C: IntlEqIdx nr 13.46 0.19 7.9 13.5 JennMidCapGrowth 26.54 -0.42 42.7 80.1
January 4, 2021 BARRON’S M27

Mutual Funds Data provided by

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.
HiYldMuniBd 9.65 0.01 6.1 19.5 SpecInc n 13.00 0.05 6.0 15.2 RiverNorth Funds: FlexIncY 11.25 0.00 8.1 15.8 CoStIxAd nr 85.82 0.95 10.9 29.1 LTIGrade n 11.79 -0.31 15.4 30.6 TtlWrldIxInst p 189.16 2.43 16.7 33.7
Income
IntlBdUSH
12.11
11.09
0.03
NA
5.7
NA
14.7
NA
SpecIntl n
SuMuInc n
15.90
12.41
0.28
0.00
13.9
4.6
21.3
13.2
RNDLIncomeI 10.47
Royce Funds:
NA NA NA T FocEqY 53.73 0.52
LagCapFoc A p 50.09 0.63
24.7
23.8
46.9
56.9
DivAppIdxAdm n
EMAdmr n
38.34
41.68
0.58
1.12
15.5
15.2
46.7
18.4
LTTsry n
MATxEx n
14.05
11.44
-1.00
-0.08
18.2
6.5
32.3
16.2
TxMCaInst r
TxMSCInst r
98.19
74.47
0.80
-0.46
21.1
11.1
51.4
25.2
InvstGrCrBd 11.29 0.04 7.4 20.5 SuMuInt n 12.39 0.00 4.4 12.1 Oppty I nr 15.84 -0.02 26.5 29.8 TCU ShtDur : MdCpGrwY 40.02 -0.09 27.3 75.0 EnergyAdml nr 58.85 -2.27 -30.8 -35.0 MgdPayFdInv n 17.30 NA NA NA ValueInst 46.41 0.68 2.3 21.7
LowDurInc 8.68 0.02 4.6 13.1 TaxEfEqty nr 50.89 0.07 35.3 83.2 PAMut I nr 10.24 -0.05 14.1 30.4 TCU ShtDur 9.91 0.01 4.0 9.7 MdCpY 44.28 0.26 12.6 48.6 EqIncAdml n 79.33 1.05 3.1 22.0 MidCpGro p 33.54 -0.31 33.4 70.4 Victory Funds:
LwDur 9.95 0.00 3.3 8.3 TF Incom n 12.31 0.01 3.4 13.4 PremierI nr 13.59 0.06 11.5 34.0 TCW Funds: SandsCapGrY 20.36 -0.07 69.6 137.7 EuropeAdml n 75.88 0.73 6.4 12.7 MuHY n 11.96 -0.02 5.4 16.5 EstValA 40.68 NA NA NA
RealRtn 12.24 NA NA NA TF Incom n 10.44 0.00 4.8 13.2 SpecEqI nr 18.22 0.04 7.4 9.1 CoreFxInc n 11.85 -0.25 8.8 18.4 SelGrwth 18.42 -0.06 69.2 135.9 ExplrAdml n 119.72 -1.53 31.5 68.6 MuInt n 14.86 0.00 5.1 13.7 EstValI 40.69 NA NA NA
ShtTm 9.83 -0.04 2.6 6.8 TFSI n 5.75 0.00 3.3 8.3 TotRet I nr 9.34 0.02 3.8 12.2 EmMktInc n 8.51 0.00 5.1 14.3 Tr for Credit Unions: ExtndAdml n 124.75 -2.14 32.2 53.4 MuLong n 12.23 -0.05 6.2 16.3 EstValR p 40.06 NA NA NA
TotRt 10.60 0.01 8.8 17.2 TotIndex n 41.94 0.36 19.8 47.8 RS Funds: SelEqtyI n 35.41 -2.39 39.3 93.7 UltShtDur TCU 9.43 0.00 1.5 5.3 GNMAAdml n 10.74 0.01 3.8 11.1 MuLtd n 11.26 0.00 3.3 9.0 FundFIncI 8.32 NA NA NA
PIMCO Funds Instl: U.S.EqResch n 36.67 0.50 19.8 51.3 CoreEqVIP 44.17 NA NA NA TotRetBondI n 10.42 -0.07 8.3 17.1 Transamerica A: GroIncAdml n 93.72 1.12 18.1 46.2 MuSht n 15.95 0.00 1.8 5.9 SmCap Grwth p 98.06 NA NA NA
ComPLUSStrtgyFd 4.93 NA NA NA USLrgCpCore n 30.66 0.49 15.6 44.6 InvQBdVIP 13.14 NA NA NA TCW Funds N: AsAlCnsrv p 11.54 -0.40 13.2 21.6 GrwthAdml n 130.46 1.19 40.2 86.0 NYLT n 12.21 -0.09 5.5 14.9 SmCoOppI 47.15 NA NA NA
DynamicBd 10.81 -0.08 5.4 12.7 USTInter n 6.19 0.01 8.1 16.3 Russell Funds S: TotRetBdN pn 10.74 -0.07 8.0 16.2 AsAIGrow p 14.37 -0.51 18.9 28.2 HltClxAd nr 111.91 0.90 18.2 52.2 OHLTte n 13.25 -0.09 7.0 16.8 VirtusFunds:
GNMAGvtSec 11.46 0.00 5.7 13.6 USTLg n 12.53 0.04 18.2 32.3 EmerMkts 21.31 NA NA NA Templeton Class A: AsAlMod p 12.27 -0.45 14.6 23.3 HlthCareAdml nr 90.95 1.03 12.7 40.2 Primcp nr 148.48 2.37 17.2 46.8 CeredexLgCpVlEqI 13.50 0.18 3.8 21.7

.
IncomeFd 12.11 0.03 5.8 15.0 VABond n 12.49 0.00 5.2 13.0 IntlDvMkt 39.23 NA NA NA TGlTotRA 9.98 0.07 -5.8 -2.6 AsAlModGr p 13.11 -0.48 16.9 26.0 HYCorAdml nr 5.98 0.02 5.4 18.6 PrmcpCor n 28.98 0.36 12.1 36.1 CeredexMdCpVlEqI 12.37 0.11 -1.2 21.2
InflRespMulAsset 8.83 NA NA NA Value n 40.93 0.52 10.5 26.3 InvGrdBd 22.48 NA NA NA Templeton Instit: Balanced 31.82 0.30 15.6 34.7 InfProAd n 28.32 0.08 11.0 18.3 SelValu nr 25.98 0.23 5.8 10.1 GvSecUltShtBdI 10.04 NA NA NA

ly
RAEPLUSIntl 7.00 NA NA NA Price Funds - Adv Cl: StratBd 11.30 NA NA NA IntlEqSer Primar 15.22 0.19 5.3 0.0 FocusA 52.79 -2.67 111.6 174.5 InfTechIdx n 181.18 0.57 46.0 122.5 STAR n 31.04 NA NA NA InnGrSt I 67.42 NA NA NA
RAEPLUSSml 10.04 NA NA NA BlChip p 162.01 2.17 34.4 77.2 TaxExBd 23.95 NA NA NA The Bruce Fund: Trust for Professional Ma: IntlGrAdml n 160.29 3.60 59.7 83.6 STFed n 11.01 -0.04 4.3 10.0 VirtusFunds Cl A:
Pioneer Funds A: CapAppA p 33.70 0.39 17.8 46.9 TMUSMdSmCp 34.48 NA NA NA BruceFund n 624.67 7.03 12.0 31.7 PerfTrstMuniInst 25.91 0.02 6.3 16.1 ITBondAdml n 12.59 0.03 9.8 20.8 STIGrade n 11.03 0.01 5.1 12.1 MidGrA 68.19 NA NA NA
AMTFreeMuniA p p 15.70 0.03 6.7 17.1 Growth p 94.36 0.85 36.5 75.8 TxMngUSLgCp 56.22 NA NA NA Thompson IM Fds,Inc: PrfTrtStrtBd Ins 23.15 0.03 5.7 15.8 ITCorpIx n 26.15 0.10 9.5 22.7 STIPSixInv n 25.57 0.03 4.9 10.4 MulSStA p 4.79 0.01 4.3 9.8
BondA 10.23 0.00 8.5 17.1 MCapGro p 108.69 -0.28 23.8 58.7 USSmCpEq 31.43 NA NA NA Bond n 10.70 0.02 -1.7 5.6 Tweedy Browne Fds: ITIGradeAdml n 10.47 -0.24 10.4 21.4 StratgcEq n 36.23 -0.25 10.3 23.1 SmCapSusA 52.18 NA NA NA

on
CoreEqA 22.55 0.22 20.8 45.0 R2020A p 22.55 0.16 13.0 27.5 Rydex Dynamic Fds: Thornburg Fds: GblValue n 27.45 0.31 -1.0 5.9 ITsryAdml n 11.70 -0.41 8.3 16.5 StrSmCpEqInv n 35.34 -0.46 8.4 16.6 StratGrA p 26.48 NA NA NA
DiscGrA 18.53 0.29 34.3 71.7 R2030A p 28.16 0.24 15.6 32.1 NasdaqStratH p 329.27 NA NA NA IncBuildA t 21.42 0.18 -0.6 11.5 ITTresIdx n 23.44 0.02 7.6 15.9 STTsry n 10.77 -0.15 4.0 9.1 TactAllA p 13.21 NA NA NA
EqIncA
HighIncMuniA 7.34
35.83 0.30
NA
-0.2
NA
14.1
NA
R2035
R2040A p
21.11
30.11
0.19
0.28
16.8
17.8
33.8
35.5
Rydex Investor Class:
NasdaqInv n 62.32 0.65 46.3 98.5
IncBuildC p
IntVal I
21.39
28.64
0.18
0.63
-1.4
22.8
9.0
27.1 U LarCapAd n
LTGradeAdml n
88.79
11.79
1.03
-0.31
21.0
15.5
51.9
31.0
TgtRe2015 n
TgtRe2020 n
15.72
34.24
NA
NA
NA
NA
NA
NA
VirtusFunds Cl I:
EmMktI 13.28 0.29 15.7 17.3
MdCapVa 23.43 0.01 1.8 4.9 Ret2045-A p 20.84 0.20 18.3 36.4 IntValA p 27.63 0.60 22.4 25.9 UM Funds: LTsryAdml n 14.05 -1.00 18.3 32.7 TgtRe2025 n 21.51 NA NA NA ForOppI 32.61 NA NA NA
PioFdA
SelMCGrA
34.54
54.38
0.39
-1.17
23.9
38.9
59.5
72.9
Ret2050-A p
Price Funds - R Cl:
17.58 0.17 18.3 36.4 S LtdTIn
LtdTIncI
14.05
14.05
0.01
0.01
7.4
7.6
14.2
15.2
BehavVal 64.26 0.23 NA NA LTTresIdx n
MatIdx nr
32.25
80.04
0.11
0.84
17.7
19.4
32.3
22.0
TgtRe2030 n
TgtRe2035 n
40.48
25.18
NA
NA
NA
NA
NA
NA
IntSmCapI 23.43 NA NA NA
USAA Group: MulSStI 4.80 0.01 4.5 10.7

us ,
StratIncA p p 11.42 0.01 7.4 16.0 BlChipR p 154.78 2.07 34.0 75.8 Schwab Funds: LtdTMu I 14.67 0.00 3.2 8.6 500Indx Reward n 51.07 NA NA NA MidCpAdml n 256.40 0.02 18.2 40.6 TgtRe2040 n 44.19 NA NA NA QualitySmCapI 24.52 NA NA NA
Pioneer Funds Y: ExtIndex nr 37.12 -0.63 30.8 50.9 1000 Inv nr 83.56 0.92 20.7 50.8 LtdTMuA 14.67 0.00 3.0 7.8 CA Bd n 11.61 NA NA NA MrgBkdIdx n 21.62 0.02 3.7 11.1 TgtRe2045 n 28.14 NA NA NA SmCapSusI 53.67 NA NA NA

l
AMTFreeMuniY 15.64 0.03 6.9 17.8 GrowthR p 90.58 0.82 36.2 74.5 Balanced n 17.57 -0.43 14.7 31.9 Thrivent Funds A: CapGr n 11.76 NA NA NA MuHYAdml n 11.96 -0.02 5.5 16.8 TgtRe2050 n 45.36 NA NA NA SmCpCorI 46.18 NA NA NA

e
BondY 10.13 0.00 8.8 18.3 R2020R p 22.29 0.15 12.7 26.5 CoreEq n 24.15 0.26 11.9 31.5 DivrIncPlus 7.71 0.01 NA NA MuIntAdml n 14.86 0.00 5.2 13.9 TgtRe2060 n 43.51 NA NA NA

al a
CrnrsMod n 16.04 NA NA NA Voya Fds:
SelMCGrY 60.69 -1.30 39.3 74.1 R2030R p 27.87 0.23 15.3 31.1 DivEqSel n 14.02 0.13 -4.3 4.6 LgCpStk 27.26 0.15 NA NA CrnstModAggr n 27.48 NA NA NA MuLTAdml n 12.23 -0.05 6.3 16.5 TgtRet2055 n 49.25 NA NA NA GNMA A 8.57 0.00 3.8 10.1
StratIncY p p 11.41 0.01 7.6 17.1 R2040R p 29.86 0.28 17.5 34.5 FunIntlLgInst nr 9.19 0.09 4.4 6.1 MidCapStk 28.59 0.07 NA NA ExtMktIn n 25.46 NA NA NA MuLtdAdml n 11.26 0.00 3.4 9.3 TgtRetInc n 14.92 NA NA NA GrOppI 56.19 0.57 31.1 71.6
Price Funds: Ret2025-R p 19.01 0.15 14.1 28.9 FunUSLgInst nr 18.29 0.21 9.2 30.5 MuniBd 11.66 0.01 NA NA Gr&Inc n 23.27 NA NA NA MuShtAdml n 15.95 0.00 1.9 6.1 TotIntBdIxInv n 11.70 0.02 4.6 16.1 InmdBdI 10.65 0.02 8.1 18.6

ci on
2050RetFd n 17.78 0.18 18.7 37.5 Ret2035-R 20.83 0.19 16.5 32.8 HlthCare n 26.07 0.42 12.9 38.1 Thrivent Funds S: Gr&TxStr n 23.66 NA NA NA NJLTAdml n 12.70 -0.09 6.1 17.6 USGro n 65.63 -0.36 58.6 112.8 TRPGrEqI 107.26 0.95 36.7 76.9
Balnanced n 27.24 0.28 14.6 31.5 Ret2050-R 17.39 0.17 18.0 35.4 InflProSel n 12.32 0.04 10.9 18.6 LgCpVal n 23.20 -0.05 NA NA Grwth n 34.16 NA NA NA NYLTAdml n 12.21 -0.09 5.6 15.2 USValue n 17.65 0.15 -3.1 5.2
BdEnhIdx nr
BlChip n
11.73
165.52
0.01
2.23
8.1
34.7
17.4
78.6
PRIMECAP Odyssey Fds:
AggGrowth nr 53.67 -0.19 29.0 48.3
IntI Sel nr
IntlMstr nr
21.99
27.91
0.30
0.44
8.1
23.9
14.2
26.3
MidCapStk n
OppIncmPl n
32.95
10.24
0.03
0.02
NA
NA
NA
NA
HiIncm n
Inco n
7.79
13.84
NA
NA
NA
NA
NA
NA
PacifAdml n
PALTAdml n
98.32
12.16
2.35
-0.03
16.6
5.9
18.0
16.7
WellsI n
Welltn n
28.33
44.36
0.21
-2.28
8.5
10.6
23.0
30.9 WXYZ
CA Bond n 11.92 0.01 4.4 12.8 Growth nr 42.42 0.36 16.8 38.2 MT AllEq n 19.84 -1.14 11.1 26.2 TIAA-CREF/Instl Cl: PrmcpAdml nr 153.85 2.46 17.3 47.1 Wndsr n 21.18 0.27 7.4 22.6 Wasatch:
IncStk n 17.30 NA NA NA
Communica&Tech n 180.49 0.80 53.7 102.1 Stock nr 35.14 0.39 10.0 29.8 MT Bal n 19.32 -1.10 10.5 23.9 CoreBond Inst 11.01 0.02 7.9 17.5 RealEstatAdml n 120.38 1.55 -4.7 15.6 WndsrII n 38.72 0.51 14.5 35.0 CoreGr n 91.50 -0.36 36.6 75.5
Intl n 26.26 NA NA NA
CorpInc n 10.28 0.04 7.8 19.8 Principal Investors: MT Gro n 23.97 -1.74 11.0 25.9 CorePlsBd 11.15 0.03 8.0 17.9 S&PSC600Idx 337.50 -0.64 11.5 25.1 VANGUARD INDEX FDS: IntlGr n 34.72 0.58 24.4 35.8
IntmTerm n 13.89 NA NA NA
DivGro n 60.01 0.90 13.9 47.7 CapApprA p 55.06 NA NA NA S&P Sel n 57.42 0.82 18.4 48.7 TIAA-CREF/Retail Cl: SmCapAdml n 93.22 -0.65 19.1 37.6 500 346.60 4.95 18.2 48.3 MicCap n 11.87 -0.24 64.7 140.3
LgTerm n 13.80 NA NA NA

er s
DvsfMCGr n 46.04 -0.66 31.8 76.1 ConBalA p 13.01 NA NA NA SmCp Sel nr 34.11 -0.48 20.1 34.4 EqIdx n 28.33 0.25 20.5 48.6 SmGthAdml n 94.01 -1.55 35.3 69.4 EmgMktInstPl 105.41 2.82 15.3 18.6 SmCapGr n 56.84 -0.50 54.5 124.1
Nasdaq100 n 35.44 NA NA NA
EmgMktB n 11.59 0.04 4.6 8.0 EqIncIA p 35.24 NA NA NA SmCpEqSel nr 18.66 -0.25 7.6 11.5 Gro&Inc n 23.46 0.25 20.2 44.4 STBondAdml n 10.87 0.00 4.7 11.3 ExtndIstPl 307.84 -5.28 32.2 53.5 SmCapV n 9.08 0.00 12.5 26.0
ntTerBd n 11.01 NA NA NA
EmMktS n 54.79 1.28 17.6 24.7 FlIncA p 12.97 NA NA NA Trgt2020 nr 15.04 NA NA NA LrgCpGro n 22.68 0.31 43.7 86.9 STCorpIx n 22.62 0.03 5.1 13.2 FTAIWdInPl 122.02 2.12 11.4 16.6
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

PrecMM n 21.21 NA NA NA UltraGr n 47.29 -1.14 71.4 161.6


EqInc n 31.24 0.41 1.3 16.3 HighYldA p 7.29 NA NA NA Trgt2030 nr 16.92 NA NA NA MgdAlloc n 13.68 0.12 15.1 28.7 STFedAdml n 11.01 -0.04 4.4 10.3 Growth 130.50 1.19 40.0 85.3 USTry n 20.20 0.11 20.1 35.3
EqIndex n
Europe n
99.17
24.52
1.42
0.29
18.2
12.5
48.0
24.6
HiYld IN
InfPro IN
9.38
9.44
NA
NA
NA
NA
NA
NA
m er
Trgt2040 nr
TSM Sel nr
17.90
66.46
NA
0.57
NA
20.7
NA
49.6
SocChEq n
TIAA/CREF Funds:
21.70 0.20 20.0 48.2
S&PIdx n
SciTech n
51.04
35.88
NA
NA
NA
NA
NA
NA
STIGradeAdml n
STIPSIxAdm n
11.03
25.61
0.01
0.04
5.2
5.0
12.5
10.6
IdxIntl n 19.40
ITTresIdx Inst 29.09
0.34
0.02
11.2
7.6
15.5
16.0
WCM:
ShtT n 10.62 NA NA NA FcusEmgMk Inst 19.82 0.49 36.5 64.0
FinSvcs n 26.90 0.34 5.4 23.1 LgCpStA p 21.44 NA NA NA TxFrBd n 12.21 0.01 4.6 12.4 BdIdxInst 11.59 0.01 7.5 16.5 STsryAdml n 10.77 -0.15 4.1 9.5 LTTresIdx Inst 40.93 0.14 17.7 32.4
ShtTBdA n 9.35 NA NA NA FocInterGrFdInv 24.60 0.29 32.4 65.3
GlbGr n 42.49 0.29 44.2 75.3 LgIndxI 21.42 NA NA NA USSmCoIdx nr 15.06 0.04 8.5 18.7 EqIdxInst 27.79 0.25 20.8 49.9 STTresIdx n 20.55 0.00 3.1 8.3 MdCpGrAdml n 91.26 -0.80 34.5 69.9
SmCpStk n 18.45 NA NA NA WCM Focus Funds:
GlbStk n 65.80 0.66 52.3 95.8 LgIndxJ tn 21.18 NA NA NA Segall Bryant & Hami: EqIdxRet 28.24 0.26 20.6 48.7 TotBdAdml n 11.62 0.02 7.7 17.1 MdCpVlAdml n 61.61 0.61 2.5 14.9
TarRet2030 n 13.02 NA NA NA WCMFocIntlGrwIns 24.75 0.29 32.8 66.4
GlbTech n 27.32 -0.16 75.6 113.2 LT2020 In 14.72 NA NA NA PlusBd n 11.25 0.02 8.5 17.8 Gr&IncInst 16.50 0.19 20.5 45.8 TotIntBdIdxAdm n 23.39 0.05 4.5 16.1 MidCp n 56.52 0.00 18.1 40.1
TarRet2040 n 13.01 NA NA NA Weitz Funds:
m rp
GMS-fd n 11.96 0.01 8.1 19.9 LT2020J tn 14.62 NA NA NA SEI Portfolios: Gr&IncRet 16.86 0.18 20.2 44.6 TotIntlAdmIdx nr 32.46 0.57 11.3 15.7 RUSS2000IdxInst 302.58 -4.34 20.1 34.4
TarRet2050 n 13.33 NA NA NA PIIIOpp 15.47 0.26 9.5 39.3
GNMA n 9.45 0.00 4.2 10.2 LT2030In 15.85 NA NA NA CoreFxIn F 11.82 0.03 9.0 18.5 HgYldInst 9.59 0.04 2.2 15.6 TotStAdml n 94.74 0.83 21.0 50.1 SmCap 93.20 -0.65 19.0 37.1
TarRetIncm n 11.70 NA NA NA ShtDurIncInst 12.37 0.01 3.3 9.2
Gr&In n 34.23 0.55 15.6 45.1 LT2030J tn 15.78 NA NA NA EMktDbt F 10.66 0.04 4.0 8.6 InflLkdBdInst 12.28 0.02 8.1 14.7 TxMBal nr 38.06 0.06 13.3 31.8 SmValAdml n 61.07 0.08 5.8 14.1
VA Bd n 11.69 NA NA NA ValueInv n 50.57 0.83 18.4 51.1
Growth n 96.94 0.88 36.9 77.3 LT2040I 17.08 NA NA NA HiYld F 6.75 NA NA NA IntlEqIdxInst 21.19 0.28 8.1 14.3 TxMCapAdml n 197.63 1.61 21.1 51.3 TotBd 11.62 0.02 7.6 16.7
HelSci n 98.85 -1.23 30.1 70.1 LT2040J tn 16.89 NA NA NA ValueFd n 15.55 NA NA NA TxMIn r 15.23 0.22 10.3 15.1 Wells Fargo Adv Admi:
IntlEmg F 14.41 0.34 17.0 14.0 IntlEqIdxRet 21.70 0.29 7.9 13.4 TotBd2 11.46 -0.08 7.3 16.4
HiYield n 6.64 0.04 4.9 16.3 LT2050I 17.45 NA NA NA WldGr n 28.00 NA NA NA TxMSC nr 74.30 -0.45 11.1 25.1 TotIntlInstIdx r 129.79 2.28 11.3 15.8 Growth 52.28 -0.32 49.2 105.6
IntlEq F 12.66 0.08 11.4 13.5 IntlEqInst 13.12 0.20 15.8 9.2
Wells Fargo Adv Cl A:
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

InstEmMEq 49.86 1.17 17.8 25.3 MdGrIII Inst 15.31 NA NA NA IntMuni F 12.22 NA NA NA LC2015Ret 13.23 0.09 11.6 23.6 USGroAdml n 169.97 -0.92 58.7 113.5 TotItlInstPlId r 129.82 2.29 11.3 15.8
InstFLRfd r 9.69 0.01 2.4 11.8 MidCpBldA 34.89 NA NA NA LgCapGr F 45.51 NA NA NA LC2020Ret 14.07 0.10 12.1 24.6 V UtilIxAd nr 68.85 1.61 -0.8 29.5 TotSt 94.71 0.83 20.9 49.6 AstAllA p p
CA TF A
15.57
12.13
NA
0.00
NA
4.1
NA
11.9
InstHiYld 8.82 0.05 4.9 16.7 PreSecI 10.47 NA NA NA LgCVal F 23.07 NA NA NA LC2025Ret 14.75 0.12 13.2 26.4 ValAdml n 46.41 0.67 2.3 21.7 VANGUARD INSTL FDS:
co o

LgCapGow I 61.21 0.64 39.6 87.1 PtrLGI In 20.32 NA NA NA VALIC: WdsrllAdml n 68.69 0.91 14.5 35.3 BalInst 44.35 -0.28 16.4 37.8 CmStkA p p 21.58 0.00 15.4 32.1
MgdVol F 17.21 NA NA NA LC2030Ret 15.29 0.14 14.2 28.1
InstLCCoreGr 65.18 0.88 34.7 79.1 PtrLV In 17.15 NA NA NA CoreBd 12.18 0.04 8.7 17.6 WellsIAdml n 68.63 0.51 8.5 23.3 DevMktsIndInst 15.25 0.22 10.3 15.2 DivCapBldr 11.93 0.15 12.7 35.6
S&P500 F 79.80 NA NA NA LC2035Ret 15.98 0.15 15.1 29.7
LgCpVal 23.62 0.28 3.0 18.3 RealEstSecI 25.85 NA NA NA CoreVal 11.79 0.13 0.5 13.0 WelltnAdml n 76.60 -3.96 10.7 31.2 DevMktsInxInst 23.83 0.34 10.3 15.2 IdxAstAllA 40.40 0.39 16.2 35.5
ShtGov F 10.57 NA NA NA LC2040Inst 11.46 0.13 16.4 32.1
InstSmCap 30.62 -0.24 25.0 62.3 SAMBalA p 17.06 NA NA NA TaxMgdLC F 30.05 NA NA NA LC2040Ret 16.52 0.18 16.1 31.1 FrgnVal 10.30 0.15 4.9 0.4 WndsrAdml n 71.40 0.89 7.5 23.0 EmMkInst r 31.69 0.85 15.3 18.6 OmegaGwth 73.59 0.19 42.8 95.1
F

IntDis n 90.77 1.40 38.7 42.7 SAMGrA p 19.40 NA NA NA TaxMgdSmMdCp F 24.09 NA NA NA LC2045Ret 13.98 0.16 17.0 32.5 GlobEq 10.00 0.27 15.5 12.1 VANGUARD FDS: EuroInst 32.36 0.31 6.5 12.8 OpptyA 49.76 0.65 20.9 47.2
IntEqIdx nr 15.20 0.21 9.2 13.2 StrGrw A p 20.98 NA NA NA Selected Funds: LCIdx2010Inst 17.51 0.10 12.0 25.7 HighYdBd 7.84 NA NA NA CAIT n 12.36 -0.02 4.7 13.1 ExDurTrsInst 46.01 0.23 24.2 42.8 PremLgCoGrthA 16.88 -0.03 39.4 87.3
IntlBond n 9.91 0.06 11.5 15.4 ProFunds Inv Class: AmShD n 40.50 0.81 11.9 27.1 LCIdx2020Inst 19.78 0.13 13.1 28.4 HlthSci 27.67 -0.34 29.6 68.6 CALT n 12.82 -0.07 5.6 15.4 ExtDurTreIntPl 115.50 0.58 24.2 42.9 SpecTech 18.99 -0.19 67.1 131.7
IntlStk n 21.04 0.43 14.6 26.1 UltNASDAQ-100 n 76.45 2.03 86.7 205.3 AmShS pn 40.41 0.81 11.6 25.9 LCIdx2025Inst 21.19 0.16 14.0 30.3 InflPro 12.18 0.04 8.8 15.6 CapOp nr 76.89 0.56 22.8 50.3 ExtndInst 124.74 -2.14 32.2 53.5 SpSmCpValA p p 35.49 0.05 1.2 11.7
IntlValEq n 14.23 0.14 1.6 0.5 Putnam Funds: Sequoia: LCIdx2035Inst 23.98 0.22 15.5 34.0 IntlEq 7.75 0.10 7.4 12.3 DivdGro n 33.24 -0.22 12.1 47.0 FTAlWldIst r 115.22 2.00 11.4 16.6 StrMunA 9.31 0.00 3.1 10.0
Japan n 20.14 0.47 34.6 49.5 GrOpp R6 55.57 0.58 38.9 95.3 SequoiaFd n 169.62 2.29 23.3 55.1 LCIdx2040Inst 25.04 0.25 16.3 35.6 IntlGro 17.27 0.26 34.1 63.5 DivrEq n 46.18 NA NA NA FTScinst 26.45 0.32 22.7 58.8 Wells Fargo Adv Inst:
MCapVal n 29.59 0.09 9.9 17.5 Putnam Funds Class A: Sit Funds: LCIdx2045Inst 25.50 0.27 17.0 37.1 IntlSmCpEq 23.61 0.39 16.9 21.2 EmgMktSelStk n 26.48 0.68 15.8 23.0 GrwthInst 130.47 1.19 40.2 86.0 CoreBd 13.46 0.02 8.8 17.7
MCEqGr 72.47 -0.19 23.9 61.2 CATx p 8.32 -0.11 5.5 14.5 MinnTxF n 10.75 0.00 3.6 11.6 LifeStkIdx 33.13 0.30 20.8 49.6 LgCpGro 21.17 0.33 22.4 72.6 Energy nr 31.37 -1.20 -30.8 -35.1 InPrSeIn 11.54 0.03 11.0 18.5 Growth 58.93 -0.36 49.5 106.9
MD Bond n 11.10 0.00 4.0 12.1 ConvSec 32.30 -3.68 45.0 74.3 SmeadFds: LrgCpGrIdxInst 49.34 0.42 38.4 85.7 MidCpIdx 27.34 -0.09 13.3 26.1 EqInc n 37.85 0.50 3.0 21.6 InstIdx 331.47 -0.06 18.4 48.8 MdCpVal 43.27 0.46 3.3 21.6
MidCap n 113.08 -0.29 24.2 60.0 DvrIn p 6.83 0.03 -0.2 10.5 SmeadValueInstl 50.51 0.37 1.9 23.2 LrgCpGrIdxRet 49.73 0.42 38.1 84.3 MidCpVal 18.50 0.17 3.6 14.6 Explr n 128.70 -1.65 31.3 68.1 InstPlus 331.48 -0.08 18.4 48.8 ShDurGovBdI 9.84 -0.01 3.7 8.6
N Asia n 25.12 0.68 29.6 39.5 DynAABalA 16.58 0.12 12.5 22.4 SoundShoreInv n: LrgCpGrInst 22.75 0.32 44.2 88.6 SciTech 42.17 0.10 56.8 115.5 EXPValFd n 37.52 0.27 3.3 14.0 InstTStIdx 73.97 -6.71 21.0 50.2 UlStInc 8.62 0.01 2.7 8.4
N Inc n 9.93 0.02 5.7 14.8 DynAAGthA 18.89 0.18 14.4 24.8 SoundShoreInv n 42.29 -2.74 7.8 16.1 LrgCpVl IdxInst 20.41 0.27 2.9 19.2 SmCpIdx 21.48 -0.31 19.5 32.7 FTAlWldInAdml n 36.35 0.63 11.4 16.5 InstTStPlus 73.96 -6.72 21.0 50.2 UlStMuInc 9.61 0.00 1.1 4.7
NAmer n 68.34 0.82 44.7 97.9 EqIn p 26.34 -0.96 5.8 26.0 Sprott Funds Trust: LrgCpVl IdxRet 20.80 0.27 2.6 18.4 SocResp 22.79 0.33 15.9 44.6 GlbCapCyl Inv nr 9.56 -0.06 17.2 -4.2 ITBdInst 12.59 0.03 9.8 20.8 Western Asset:
New Era n 32.65 0.27 -2.7 -4.7 GeorgePutBal 22.43 0.21 15.4 38.7 GoldEq Inv p/r tn 54.81 0.97 31.8 49.0 LrgCpVl Inst 18.70 0.30 3.6 14.6 StckIdx 50.09 0.71 18.0 47.4 GlbEq n 37.77 NA NA NA ITBdInstPI 12.59 0.03 9.8 20.9 CoreBondA 13.63 NA NA NA
NHoriz n 82.28 -1.68 57.7 126.0 GlblEqty p 19.08 0.22 10.1 21.8 SSgA Funds: MdCpGrInst 27.61 -0.19 45.3 78.0 StraBd 11.86 0.04 8.4 16.4 GloMinVolFdAdm n 27.33 0.25 -3.9 15.8 LaCapInst 365.43 4.22 21.0 52.0 CoreBondI 13.63 NA NA NA
n-

OverS SF nr 12.05 0.20 9.2 14.0 GlbHlthCare p 59.56 1.16 15.9 50.0 SP500 n 237.61 3.40 18.6 48.5 MdCpVl Inst 16.86 0.20 -4.2 4.5 ValUltra 24.39 NA NA NA GNMA n 10.74 0.01 3.7 10.7 LTBdInst 16.65 0.08 16.2 32.4 CoreBondIS 13.65 NA NA NA
QMUSSmCpGrEq n 47.73 -0.64 23.8 53.1 GrOpp p 52.31 0.54 38.4 93.1 State Farm Associate: QuantSmCpEqInst 18.55 -0.27 12.8 23.0 Value Line Funds: GroInc n 57.42 0.68 17.9 45.7 LTBdInstPl 16.65 0.08 16.2 32.4 CorePlusBdA 12.53 NA NA NA
SpectConsAllo n 21.47 0.14 11.7 24.7 HiYld A p 5.92 0.03 5.5 15.8 Balan n 83.51 0.90 13.7 33.1 RealSecInst 17.67 0.30 1.3 27.5 AstAlcClInv n 44.08 0.30 15.2 47.4 HlthCare nr 215.71 2.43 12.6 40.0 MidCpInst 56.64 0.00 18.3 40.7 CorePlusBdI 12.54 NA NA NA
SpectModerAllo n 26.54 0.23 14.5 30.5 Incm p 7.24 0.03 7.1 19.6 Gwth n 101.10 1.41 15.6 40.2 S&P500IdxInst 41.22 0.58 18.3 48.6 CapAppreClInv n 12.90 -0.02 33.0 63.2 HYCor nr 5.98 0.02 5.3 18.3 MidCpIstPl 279.34 0.02 18.3 40.7 CorePlusBdIS 12.54 NA NA NA
SpectModerGwAllo n 40.79 0.42 16.7 35.1 IntlEq p 26.64 0.41 11.7 13.1 Muni n 9.04 0.00 5.5 13.5 S&P500IdxRet 40.96 0.59 18.1 47.5 Van Eck Funds: InflaPro n 14.43 0.04 10.9 18.1 RealEstaInstl 18.63 0.24 -4.7 15.7 IntermedBdI 11.40 NA NA NA
R2005 n 14.03 0.08 11.2 23.8 NYTx p 8.87 0.00 4.0 12.2 State Street Institu: ShTrmBdInst 10.52 0.00 3.6 9.6 EmgMktsY 21.33 0.57 16.9 17.0 IntlExplr n 20.40 0.33 15.1 8.0 Rs1000GrwIdxInst 476.81 4.07 38.4 85.6 IntermTermMuniA 6.54 NA NA NA
no

R2010 n 18.35 0.11 11.9 25.3 ShtDurBd 10.27 0.01 3.2 10.1 SmCapEq (ICL) 19.41 -0.05 15.2 31.7 SmCpBl IdxInst 24.35 -0.35 20.2 34.5 VANGUARD ADMIRAL: IntlGr n 50.39 1.13 59.6 83.0 Rs1000Vl IdxInst 234.13 3.02 2.8 19.2 IntermTermMuniI 6.53 NA NA NA
R2015 n 14.96 0.10 12.6 26.6 StDurInc 10.09 0.00 1.4 6.1 State Street V.I.S.: SmCpBl IdxRet 24.47 -0.35 19.9 33.5 400MCpIdxInst 310.16 -1.05 13.6 27.3 IntlVal n 40.25 0.50 9.0 12.2 Russ1000IdxInst 339.59 3.61 20.9 51.1 ManagedMuniA 16.62 NA NA NA
R2020 n 22.75 0.16 13.2 28.4 SustainLdrsFd p 112.52 1.02 28.5 73.0 TR V.I.S. Cl 1 16.63 -0.22 6.4 15.5 SocChEqInst 24.61 0.23 20.3 49.5 500Adml n 346.57 4.95 18.4 48.7 INSTTRF2015 24.53 NA NA NA Russ2000GrIxInst 397.14 -10.36 34.8 57.5 ManagedMuniI 16.64 NA NA NA
R2025 n 19.37 0.15 14.7 30.9 TFHY 12.96 0.00 4.3 15.4 TR V.I.S. Cl 3 16.57 -0.18 6.1 14.6 SocChEqRet 25.04 0.24 20.1 48.4 BalAdml n 44.34 -0.28 16.4 37.7 INSTTRF2020 26.22 NA NA NA Russ3000Idx 336.80 3.04 20.8 49.8 MortgBackSecA 10.24 NA NA NA
R2030 n 28.45 0.24 15.9 33.0 TxEx p 8.85 0.00 4.5 13.8 Sterling Capital Fds: Tortoise Capital: CAITAdml n 12.36 -0.02 4.8 13.3 INSTTRF2025 27.41 NA NA NA SmCapInst 93.22 -0.65 19.1 37.6 ShortTermBdIS 3.96 NA NA NA
R2035 n 21.24 0.19 17.0 34.8 MtgSec p 12.44 0.05 -0.7 10.7 SmCap 69.80 -0.20 3.2 9.9 TorMLPPipInsCl 8.32 -0.23 -29.5 -29.2 CALTAdml n 12.82 -0.07 5.7 15.7 INSTTRF2030 28.09 NA NA NA SmCapIstPl 269.07 -1.86 19.1 37.7 TotalRetUnconI 10.85 NA NA NA
R2040 n 30.43 0.29 18.1 36.5 Putnam Funds Class Y: TotRetBdI 11.35 0.03 9.2 18.9 Touchstone Family Fd: CapOpAdml nr 177.52 1.31 22.9 50.6 INSTTRF2035 28.68 NA NA NA SmGthInst 75.29 -1.24 35.3 69.4 Westwood:
RealEst n 15.93 0.24 -11.4 -1.2 EqInc 26.34 -0.98 6.1 27.0 INSTTRF2040 29.30 NA NA NA SmValInst 34.14 0.05 5.9 14.1 IncomeOppI 13.06 NA NA NA
Ret2025A p 19.25 0.15 14.4 30.0 GrOpp Y 55.14 0.58 38.8 94.6 INSTTRF2045 29.84 NA NA NA STBdIdxInstPl 10.87 0.00 4.7 11.3 Wilmington Funds:
Ret2045 n 21.01 0.21 18.7 37.5 Incm 7.38 0.04 7.2 20.5 INSTTRF2050 29.91 NA NA NA STBDInst 10.87 0.00 4.7 11.3 BroadMktBdInst 10.40 0.03 7.8 16.3
Ret2045R
Ret2055 n
20.56
18.22
0.20
0.18
18.1
18.5
35.4
37.3
ShtDurBd
StDurInc
10.28
10.10
0.00
0.00
3.3
1.5
10.8
6.4
NOTICE TO READERS: INSTTRF2055
INSTTRF2060
29.99
30.08
NA
NA
NA
NA
NA
NA
STCorpIxInst p 27.69
STIGradeInst 11.03
0.04
0.01
5.1
5.3
13.3
12.6
Intl Inst
LgCpStrInst
9.92
27.01
0.19 13.0 14.5
0.28 21.0 50.7
Ret2055 18.06 0.18 18.2 36.3 Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters INSTTRFINC 24.30 NA NA NA STIPSIxins 25.62 0.03 5.0 10.7 Wm Blair Funds Cl I:
RetBal Inc n
SciTec n
15.78
55.09
0.09
0.86
11.5
45.8
24.3
97.6
R ITIGrade n
ITTsry n
10.47
11.70
-0.24
-0.41
10.3
8.2
21.1
16.2
STTresIdx
TotBdInst
25.82
11.62
0.00
0.02
3.1
7.7
8.4
17.1
IntlGthI r
SmMidI r
39.65
35.13
0.76 32.0 41.9
-0.43 32.4 69.5
Sht-Bd n 4.85 0.00 4.5 10.5 RBB Fund: Please visit the new Market Lab home page on barrons.com under Data. LifeCon n 22.64 NA NA NA TotBdInst2 11.46 -0.08 7.4 16.7 Wm Blair Funds Inst:
SmCap n 52.79 -0.22 12.5 25.3 BPSmVal2Inst 26.00 0.09 1.6 8.8 LifeGro n 40.17 NA NA NA TotBdInstPl 11.62 0.02 7.7 17.1 IntlGth 20.37 0.40 32.5 42.9
SmCapStk n 63.91 -0.47 25.1 61.7 RBC Funds: www.barrons.com/market-data/market-lab LifeInc n 17.28 NA NA NA TotIntBdIdxInst 35.10 0.07 4.6 16.2 Wm Blair Funds R6:
SpecGr n 24.25 0.27 18.4 37.6 AccCpCommInvI 9.10 0.00 3.9 10.0 LifeMod n 31.60 NA NA NA TotStInst 94.75 0.83 21.0 50.1 EmgMktGth 18.84 0.59 40.9 42.3
M28 BARRON’S January 4, 2021

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
Thursday, December 31, 2020 United Corps Ltd (UNC)-cy ............... T NA 105.75 NA 9.6
General Equity Funds Annus Mirabilis: Despite the pandemic, the Herzfeld Average and the Dow man- Wells Fargo Gl Div Oppty (EOD) ....... N 5.50 4.85 – 11.8 – 2.8
Adams Diversified Equity (ADX) ...... N 20.06 17.29 – 13.8 16.6 12 mos
Boulder Growth & Income (BIF) ...... N 13.59 11.14 – 18.0 – 1.0 aged to gain 10.7% and 6.6%, respectively, in 2020. Stock Market Prem Yield
Central Secs (CET)-c ........................ A 39.49 32.64 – 17.3 5.0 Fund Name (Symbol) Exch NAV Price /Disc 11/30/20
CohenStrsCEOppFd (FOF) .............. N 12.82 12.42 – 3.1 0.0
Eagle Capital Growth (GRF)-c ........... A NA 7.98 NA 9.7 U.S. Mortgage Bond Funds
EVTxAdvDivIncm (EVT) .................. N NA 23.65 NA 1.1 55200 Net Asset Value BlckRk Income (BKT)-a .................... N 6.18 6.07 – 1.8 6.7
Equus II (EQS) ................................
Foxby Corp. (FXBY) ........................
N
O
NA
3.57
2.16
NA
NA
NA
23.4
NA
59900 First Trust Mtge Inc (FMY) .............. N 14.38 13.91 – 3.3 5.3
Invesco HI 2023 Tgt Term (IHIT) ..... N 8.85 8.43 – 4.7 7.2
GabelliDiv&IncTr (GDV) ................. N NA 21.46 NA 4.2 Invesco HI 2024 Tgt Term (IHTA) .... N 9.09 8.72 – 4.1 6.7
Gabelli Equity Tr (GAB)-h ................. N NA 6.27 NA 17.1 49100 54300 Nuveen Mortgage and Inc (JLS) ...... N 22.17 19.77 – 10.8 5.2
GeneralAmer (GAM) ....................... N 43.96 37.19 – 15.4 6.2 Nuveen Multi-Market Inc (JMM)-c ... N 7.82 7.19 – 8.1 4.5
JHancockTaxAdvDiv (HTD)-a .......... N 22.64 21.04 – 7.1 – 16.0 48700

.
Vertical Capital Income (VCIF) ........ N NA 9.84 NA 3.4
Liberty All-Star Equity (USA) ........... N 7.37 6.90 – 6.4 12.9 Western Asset Mtg Oppty (DMO) .... N NA 14.18 NA 11.4
Liberty All-Star Growth (ASG)-h ....... N 7.98 8.20 + 2.8 44.2 43000 43100

ly
Investment Grade Bond Funds
NuvTaxAdvTRStrat (JTA) ............... N 10.80 9.42 – 12.8 – 13.1 BlRck Core Bond (BHK)-a ................. N 16.42 16.30 – 0.7 4.9
Royce Micro-Cap Tr (RMT) ............. N 11.79 10.12 – 14.2 28.5
Royce Value Trust (RVT) ................. N 18.52 16.14 – 12.9 18.7 37500 BR Credit Alloc Inc (BTZ)-a ...............
BR Enhcd Govt (EGF)-a ....................
N
N
15.67
13.33
14.71
13.46

+
6.1
0.9
6.7
3.7
Source Capital (SOR) ...................... N 45.33 39.91 – 12.0 7.2 *Herzfeld 36900 2Q 3Q 4Q
Insight Select Income (INSI) ........... N 21.96 21.36 – 2.7 3.9
Special Opportunities (SPE) ............ N NA 14.08 NA 4.6 Closed-End % Disc/Prem From Net Asset Value InvescoBond (VBF) ......................... N 21.25 21.78 + 2.5 3.6
Sprott Focus Trust (FUND) .............. O 8.08 6.90 – 14.6 3.0 J Han Income (JHS) ........................ N 16.40 15.73 – 4.1 4.6
Average -4

on
Tri-Continental (TY) ........................ N 33.26 29.47 – 11.4 11.9 MFS Govt Mkts (MGF) .................... N 4.72 4.59 – 2.8 7.5
Specialized Equity Funds 30800 MFS Intmdt (MIN) .......................... N 3.95 3.81 – 3.5 8.9
Aberdeen Glb Prem Prop (AWP)-a .... N 5.99 5.26 – 12.2 – 10.4 -7 Western Asset Inf-Lk Inc (WIA) ....... N NA 13.64 NA 2.9
Aberdeen Std Gl Infra I (ASGI) ......... N 21.66 18.51 – 14.5 NS Western Asset Inf-Lk O&I (WIW) .... N NA 12.41 NA 3.4
Adams Natural Resources (PEO) .... N 13.76 11.37 – 17.4 – 26.9 -10 WA Investment Grade Inc (PAI) ....... N NA 15.90 NA 3.9
AllianzGI AI & Tech Opps (AIO) ....... N 27.88 26.37 – 5.4 46.9 24700 WesternAssetPremBd (WEA) ......... N NA 14.17 NA 5.7
GI DivInt&PremStr (NFJ) ................ N 15.36 13.46 – 12.4 11.6 Westn Asst IG Def Opp Tr (IGI) ........ N NA 22.36 NA 3.8
ASA Gold & Prec Met Ltd (ASA) ....... N 26.70 21.87 – 18.1 59.3 -13

us ,
Dow Industrials Loan Participation Funds
BR Enh C&I (CII) ............................. N 19.06 17.40 – 8.7 8.4 Apollo Senior Floating (AFT)-a ......... N NA 14.40 NA 6.9
BlackRock Energy & Res (BGR) ...... N 8.24 7.10 – 13.8 – 37.4 18600 -16 BR Debt Strategy (DSU)-a ................ N 11.54 10.45 – 9.4 8.2

l
BlackRock Eq Enh Div (BDJ) ........... N 9.30 8.47 – 8.9 – 6.8 2Q 20 3Q 20 4Q 20 2Q 20 3Q 20 4Q 20 BR F/R Inc Str (FRA)-a ...................... N 13.80 12.11 – 12.2 7.8
BlackRock Enh Glbl Div (BOE) ......... N 12.26 10.91 – 11.0 8.0

e
BlackRock Floatng Rt Inc (BGT)-a .... N 13.39 11.79 – 11.9 7.7

al a
BlackRock Enh Intl Div (BGY) .......... N 6.52 5.87 – 10.0 10.0 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in Blackstone Lng-Sh Cr Inc (BGX)-a .... N NA 13.42 NA 9.7
BlackRock Hlth Sci Tr II (BMEZ) ...... N 30.89 28.65 – 7.3 NS Blackstone Sr Fl Rt Tm (BSL)-a ........ N NA 14.22 NA 8.0
BlackRock Hlth Sciences (BME) ...... N 45.40 47.59 + 4.8 18.1 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami.
Blackstone Strat Cr (BGB)-a ............. N NA 12.48 NA 9.3
BlackRock Res & Comm (BCX) ....... N 8.50 7.41 – 12.8 – 1.1 305-271-1900/www.herzfeld.com BNY Mellon Alct GCI 2024 (DCF)-a ... N 9.15 8.49 – 7.2 7.3

ci on
BlackRock Sci&Tech Tr II (BSTZ) .... N 38.87 36.38 – 6.4 86.2
BlackRock Sci&Tech Trust (BST) .... N 52.22 53.30 + 2.1 62.6 Eagle Point Credit (ECC) .................. N NA 10.09 NA 15.8
52 Week 52 Week Eagle Point Income (EIC) ................ N NA 14.41 NA 8.2
BlackRock Utl Inf & Pwr (BUI) ......... N 23.74 25.04 + 5.5 19.5
CBRE ClrnGlbRlEst (IGR) ................ A NA 6.88 NA – 4.3 Stock Market Prem Market Stock Market Prem Market Eaton Vance F-R 2022 TT (EFL) ....... N NA 8.89 NA 5.4
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 13.43 NA – 65.5 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return EtnVncFltRteInc (EFT) .................... N NA 13.16 NA 6.7
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 14.60 NA – 62.9 EtnVncFltRteIncPlus (EFF) .............. N NA 15.55 NA 5.4
NuvCorEqAlpha (JCE) ..................... N 15.21 14.07 – 7.5 4.5 CalamosConvHi (CHY)-a .................. N 15.72 14.28 – 9.2 36.5 EV SenFlRtTr (EFR) ......................... N NA 12.73 NA 7.0
ClearBridge MLP & Midstm (CEM) .. N NA 16.78 NA – 67.4 NuveenDiversDiv&Inc (JDD) .......... N 10.17 8.77 – 13.8 – 10.5 CalmosConvOp (CHI)-a ................... N 14.90 13.54 – 9.1 33.8
Cntr Cst Brkfld MLP&EI (CEN) ......... N 12.67 9.48 – 25.2 – 82.1 EVSnrIncm (EVF) ........................... N NA 6.36 NA 6.3
Nuveen Nasdaq 100 Dyn Ov (QQQX) N 26.32 26.01 – 1.2 16.8 Ellsworth G&I Fund Ltd (ECF) .......... A NA 13.87 NA 31.3 First Eagle Senior Loan (FSLF) ........ N NA 13.97 NA 8.0
ChnStrInfr (UTF) ............................. N 24.62 25.82 + 4.9 6.9 Nuv Real Est (JRS) .......................... A 9.63 8.44 – 12.4 – 13.1 Gabelli Conv Sec (GCV) ................... N NA 6.25 NA 16.1
COHEN & STEERS MLP INC&E (MIE) N 2.78 2.32 – 16.5 – 68.0 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.79 11.62 – 9.1 9.7
Nuveen Rl Asst Inc & Gro (JRI) ........ N 15.84 13.46 – 15.0 – 19.0 HiIncBd (PCF) ................................. N 9.34 8.59 – 8.0 8.1

er s
Cohen&SteersQualInc (RQI) ........... N 13.16 12.40 – 5.8 – 8.9 FT/Sr Fltg Rte 2022 TgTr (FIV)-a ....... N 9.44 8.99 – 4.8 2.9
NuvS&P500DynOvFd (SPXX) ......... N NA 15.24 NA 1.5 World Equity Funds Highland Income (HFRO) ................ N 12.92 10.28 – 20.4 10.2
Cohen&Steers TotRet (RFI) ............ N 13.09 13.27 + 1.4 – 1.4 NuvSP500BuyIncFd (BXMX) .......... N 13.75 12.88 – 6.3 2.6 AbrdnAusEq (IAF) ........................... A 6.03 5.27 – 12.6 12.1
CohenStrsREITPrefInc (RNP) ......... N 23.61 22.83 – 3.3 3.1 InvDYCrOpp (VTA) ......................... N 11.72 10.74 – 8.4 8.7
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

PIMGlbStkPI (PGP) ........................ N NA 10.04 NA – 7.3 Aberdeen Emg Mkts Eq Inc (AEF)-a .. A 9.41 8.16 – 13.3 10.1 InvSnrIncTr (VVR) .......................... N 4.47 3.98 – 11.0 6.8
Columbia Sel Prm Tech Gr (STK) ..... N 27.86 27.24 – 2.2 25.0 ReavesUtilityIncome (UTG)-a .......... A 32.82 32.79 – 0.1 – 5.6 Aberdeen Glbl Dyn Div (AGD)-a ........ N 12.00 10.44 – 13.0 10.3 Nuveen Credit Strat Inc (JQC) ......... N 7.03 6.33 – 10.0 16.5
CushingMLPTotRet (SRV)-d ............
Cushing NextGen Inf Inc (SZC) ........
N
N
28.34
49.30
21.33
36.43


24.7
26.1
– 42.0
– 23.5
m er
RMR Mortgage Trust (RMRM) ........
Salient Midstream & MLP (SMM) ...
A
N
NA
5.73
10.56
4.27
NA – 44.4
– 25.5 – 42.0
Aberdeen Japan Equity (JEQ)-a ........
Aberdeen Tot Dyn Div (AOD)-a .........
N
N
10.93
10.27
9.45
8.85


13.5
13.8
27.2
8.6
NuvFloatRateIncFd (JFR) ................
NuvFloatRteIncOppty (JRO) ...........
N
N
10.04
9.95
8.74
8.66
– 12.9
– 13.0
7.4
7.4
DNP Select Income (DNP) .............. N NA 10.26 NA – 13.1 Tortoise Energy Ind (NDP) .............. N 16.84 13.28 – 21.1 – 61.0 BlackRock Capital Alloc (BCAT) ...... N 21.01 21.77 + 3.6 NS
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N NA 12.20 NA – 9.6 Nuveen Senior Income (NSL) .......... N 5.90 5.19 – 12.0 7.9
Tortoise Enrgy Infra Crp (TYG) ........ N 26.08 20.10 – 22.9 – 71.3 Calamos GloDynInc (CHW)-a ........... N 9.55 9.56 + 0.1 24.5 Nuveen Sht Dur Crdt Opp (JSD) ...... N 14.98 13.36 – 10.8 7.7
Duff&Ph Sel MLP&MS Engy (DSE) . N NA 4.84 NA – 87.1 Tortoise Ess Asst Inc Tm (TEAF) ..... N 16.45 13.06 – 20.6 – 12.8 Cdn Genl Inv (CGI)-y ........................ T 50.01 34.81 – 30.4 37.3
EtnVncEqtyInc (EOI) ....................... N NA 16.17 NA 9.7 PionrFltRate Tr (PHD) ..................... N 11.46 10.20 – 11.0 6.3
Tortoise Midstream Enrgy (NTG) .... N 26.93 20.59 – 23.5 – 80.5 Central and Eastern Euro (CEE)-a ..... N 27.82 24.07 – 13.5 – 10.9 High Yield Bond Funds
EtnVncEqtyIncoII (EOS) ................. N NA 21.69 NA 30.8 Tortoise Pipelne & Enrgy (TTP) ....... N 20.28 17.00 – 16.2 – 65.8
EVRskMnDvsEqInc (ETJ) ............... N NA 10.37 NA 22.9 China (CHN)-a ................................. N 31.67 28.56 – 9.8 44.7 Aberdeen Inc Credit Str (ACP)-a ....... N 11.22 10.68 – 4.8 13.3
m rp
Tortoise Pwr & Engy Infr (TPZ) ....... N 13.44 11.08 – 17.6 – 28.0 Delaware Enh Gl Div & In (DEX) ....... N 10.70 9.74 – 9.0 3.7 AllianceBernGlHiIncm (AWF) .......... N 12.99 11.77 – 9.4 6.9
ETnVncTxMgdBuyWrtInc (ETB) ..... N NA 15.00 NA 1.4 Wells Fargo Ut & Hi Inc (ERH) ......... A 12.58 12.85 + 2.1 – 1.7
EtnVncTxMgdBuyWrtOpp (ETV) ..... N NA 15.35 NA 13.4 EV TxAdvGlbDivInc (ETG) ............... N NA 18.25 NA 10.6 Angel Oak Dynmc FS I Trm (DYFN) .. N NA 18.69 NA NS
EvTxMnDvsEqInc (ETY) ................. N NA 12.25 NA 6.4
Income & Preferred Stock Funds EtnVncTxAdvOpp (ETO) ................. N NA 25.27 NA 5.7 Angel Oak FS Inc Trm (FINS) ........... N NA 16.84 NA 7.4
EtnVncTxMgdGlbB (ETW) .............. N NA 9.68 NA 4.1 CalamosStratTot (CSQ)-a ................ N 15.69 15.79 + 0.6 27.1 Economic Inv Tr (N/A)-cy ................. T NA NA NA NA Barings Glb SD HY Bd (BGH) ........... N 16.67 15.09 – 9.5 9.7
EVTxMnGblDvEqInc (EXG) ............. N NA 8.77 NA 10.0 CohenStrsLtdDurPref&Inc (LDP) ... N 25.99 26.60 + 2.3 9.6 European Equity Fund Inc (EEA)-a .... N 12.09 10.40 – 14.0 11.8 BR Corporate HY (HYT)-a ................. N 11.93 11.43 – 4.2 8.0
First Trust Energy Inc G (FEN) ......... A 12.80 10.70 – 16.4 – 45.8 CohenStrsSelPref&Income (PSF) ... N 26.81 28.10 + 4.8 0.0 FirstTrAbEmergOp (FEO) ................ N 16.15 14.32 – 11.3 11.3 BlackRock Ltd Dur Inc (BLW)-a ........ N 16.92 15.92 – 5.9 7.4
First Tr Enhanced Eq (FFA) .............. N 18.29 17.62 – 3.7 13.1 CohenStrsTaxAvPreSecs&I (PTA) .. N 25.74 26.00 + 1.0 NS FirstTr Dyn Euro Eq Inc (FDEU) ....... N 13.67 11.80 – 13.7 – 15.7 BNY Mellon Hi Yield Str (DHF)-a ....... N 3.27 3.00 – 8.3 8.5
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

First Tr Specialty Fn (FGB) ............... N 3.56 3.12 – 12.4 – 40.7 Del Div & Inc (DDF) ......................... N 9.93 9.25 – 6.8 – 34.4 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N NA 13.05 NA 18.4 Brookfield Real Asst Inc (RA) .......... N 20.02 17.83 – 10.9 13.5
FirstTrEnergyInfra (FIF) .................. N 12.46 10.48 – 15.9 – 32.4 Dividend and Income (DNIF) ........... O 16.16 11.25 – 30.4 – 7.8 Gabelli Multimedia (GGT)-h ............. N NA 7.96 NA 13.9 CrSuisHighYld (DHY) ..................... A 2.52 2.28 – 9.5 8.5
FirstTrIntDurPref&Inc (FPF)-a ......... N 24.29 24.05 – 1.0 9.1 GDL Fund (GDL) ............................. N NA 8.72 NA – 0.8 CSAM Income Fd (CIK) ................... A 3.42 3.15 – 7.9 8.5
co o

FirstTrMLPEner&Inc (FEI) .............. N 6.86 5.81 – 15.3 – 44.5


Gab Gl Util & Inc (GLU)-h ................. A NA 18.42 NA 4.2 Gabelli Go Anywhere Tr (GGO) ........ N NA 12.00 NA – 20.9 Herzfeld Caribb (CUBA) .................. O 6.22 5.11 – 17.8 – 23.9 DoubleLine Inc Sol (DSL) ................ N NA 16.58 NA 10.7
Gabelli Healthcare (GRX)-h .............. N NA 11.95 NA 11.0 JHanPrefInc (HPI)-a ........................ N 19.84 19.68 – 0.8 – 6.9 Highland Global Alloc (HGLB) ......... N 10.01 6.53 – 34.8 – 18.9 DoubleLine Yld Opps (DLY) ............ N NA 18.51 NA NS
Gab Utility (GUT)-h .......................... N NA 8.12 NA 19.2 JHPrefIncII (HPF) ........................... N 19.62 19.01 – 3.1 – 7.7 India Fund (IFN) .............................. N 22.99 19.96 – 13.2 11.8 EVHiInc2021 (EHT) ........................ N NA 9.72 NA 3.5
GAMCOGlGold&NatRes (GGN) ....... A NA 3.51 NA – 10.1 HnckJPfdInco III (HPS) .................. N 17.57 17.29 – 1.6 – 3.5 J Han Hdgd Ety & Inc (HEQ) ............ N 12.76 11.44 – 10.3 – 14.3 First Tr Hi Inc Lng/Shrt (FSD) .......... N 16.59 14.77 – 11.0 9.0
J Han Prm (PDT)-a ........................... N 13.54 14.17 + 4.7 – 13.2
F

GAMCO NR GLD & INC TR (GNT) .... N NA 5.11 NA – 5.9 JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.40 5.53 – 13.6 – 11.4 First Trust HY Opp:2027 (FTHY)-a .... N 21.34 20.32 – 4.8 NS
J Han Finl Opptys (BTO) .................. N 28.48 30.35 + 6.6 – 7.5 LMP CapInco (SCD) ........................ N NA 11.65 NA – 13.2 Japan Smaller Cap (JOF) ................. N NA 9.04 NA 3.3 Franklin Univ (FT)-a ......................... N NA 7.49 NA 5.3
Macquarie/FirstTr Gl (MFD) ............ N 9.63 8.37 – 13.1 – 12.8 Nuveen Pref & I 2022 Trm (JPT) ...... N 24.40 24.35 – 0.2 3.8 Korea (KF) ...................................... N NA 40.35 NA 39.5 InvHighIncTrII (VLT) ...................... N 15.07 13.59 – 9.8 8.6
Madison CovCall & Eq Str (MCN) .... N 7.09 6.75 – 4.8 16.1 Nuveen Pref & Inc Opp (JPC) .......... N 9.63 9.50 – 1.3 – 1.8 LazardGlbTotRetInc (LGI) ............... N 19.74 17.81 – 9.8 18.1 IVY HIGH INCOME OPP (IVH) ......... N NA 13.28 NA 9.5
Neuberger Brmn MLP & EI (NML) ... N 4.44 3.37 – 24.1 – 47.5 Nuveen Fd (JPS) ............................. N 9.73 9.73 + 0.0 4.1 MexicoEqandIncmFd (MXE) ........... N 11.61 9.74 – 16.1 – 18.2 MFS IntmdHgInc (CIF) .................... N 2.49 2.54 + 2.0 9.2
NubrgrRlEstSec (NRO) ................... A 4.46 4.41 – 1.1 – 10.4 Nuveen Pref & Inc Term (JPI) .......... N 24.49 24.61 + 0.5 2.1 Mexico (MXF) ................................. N NA 13.66 NA 1.2 NeubHgYldStrt (NHS) ..................... N 12.75 11.69 – 8.3 9.4
Nuv Dow 30 Dyn Overwrite (DIAX) .. N 16.65 15.20 – 8.7 – 7.2 Nuveen TxAdvDivGr (JTD) .............. N 16.07 14.22 – 11.5 – 9.7 Miller/Howard High Inc E (HIE) ....... N 8.59 7.75 – 9.8 – 23.5 New Amer Hi Inc (HYB) ................... N 9.79 8.68 – 11.3 6.5
TCW Strat Income (TSI)-a ................ N NA 5.69 NA 3.4 MS ChinaShrFd (CAF)-J ................... N 25.08 22.15 – 11.7 11.7 NexPointStratOppty (NHF) ............. N 17.33 10.52 – 39.3 14.3
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Convertible Sec's. Funds MS India (IIF) .................................. N 25.25 21.21 – 16.0 6.1 Nuveen CI 2023 Target (JHAA) ........ N 10.03 9.58 – 4.5 5.8
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. AdvntCnvrtbl&IncFd (AVK) ............. N 19.19 16.52 – 13.9 17.6 New Germany (GF)-a ....................... N 21.87 19.03 – 13.0 39.1 Nuveen CI Nov 2021 Tgt (JHB) ........ N 9.47 9.20 – 2.9 4.4
e-NAV assumes rights offering is fully subscribed. f-Rights offering AllianzGI Con & Inc 2024 (CBH) ...... N 10.61 9.99 – 5.8 9.8 New Ireland (IRL) ........................... N 12.96 10.38 – 19.9 7.7 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.30 8.04 – 3.1 6.8
GI Conv & Inc (NCV) ....................... N 6.25 5.74 – 8.2 11.5 RENN Fund (RCG) .......................... A NA 1.71 NA 4.3 Nuveen Global High Inc (JGH) ......... N 16.97 15.55 – 8.4 7.6
in process. g-Rights offering announced. h-Lipper data has been ad- AGI Conv & Inc II (NCZ) ................... N 5.60 5.09 – 9.1 10.9 Royce Global Value Trust (RGT) ...... N 14.95 13.36 – 10.6 23.5 PGIM Global High Yield (GHY) ........ N 16.29 14.53 – 10.8 8.9
justed for rights offering. j-Rights offering has expired, but Lipper AGI Dvs Inc & Conv (ACV) ............... N 34.56 32.68 – 5.4 44.2 Swiss Helvetia (SWZ) ..................... N 10.45 8.94 – 14.4 14.8 PGIM High Yield Bond (ISD) ........... N 16.68 15.00 – 10.1 8.5
data not yet adjusted. l-NAV as of previous day. o-Tender offer in AGI Eqty & Conv Inc (NIE) ............... N 30.93 28.28 – 8.6 32.0 Templeton Dragon (TDF) ................ N 24.93 23.36 – 6.3 50.8 PGIM Sh Dur Hi Yld Opp (SDHY) ..... N 20.11 NA NA NS
process. Source: Lipper Bancroft Fund Ltd (BCV) ................. A NA 30.14 NA 28.2 Templeton Em Mkt (EMF) ............... N 19.98 18.72 – 6.3 22.4 PioneerHilncmTr (PHT) .................. N 9.40 8.92 – 5.1 8.4
n-

THREE YEAR TED SPREAD Market Sentiment LAST +1.28


Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate 1.8
1.5
1.4
Euphoria
1.2
no

1.3
1.2
0.6
1.1
1.0
0.9 0
0.8
0.7 -0.6
0.6 Panic
Friday's Close 0.16
0.5 -1.2
0.4
0.3 -1.8
0.2 D J F M A M J J A S O N D J
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
18 19 20 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
January 4, 2021 BARRON’S M29

Weekly Closed-End Funds Data provided by

12 mos 12 mos 12 mos 52 Week


Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc 11/30/20 Fund Name (Symbol) Exch NAV Price /Disc 11/30/20 Fund Name (Symbol) Exch NAV Price /Disc 11/30/20 Fund Name (Symbol) Exch NAV Price /Disc Return
Wells Fargo Income Oppty (EAD) .... A 9.01 8.16 – 9.4 8.8 FedHrmsPremMuI (FMN) ............... N 15.66 14.80 – 5.5 4.2 Nuveen NY Muni Value 2 (NYV) ....... N 15.86 14.83 – 6.5 2.3 1WS Credit Income (N/A)-a .............. z NA NA NA 6.0
WstAstHIF II (HIX) .......................... N NA 6.88 NA 8.4 InvAdvMuIncTrII (VKI) ................... A 12.21 11.35 – 7.0 4.7 Nuveen NY Qual Muni Inc (NAN) ..... N 15.62 14.15 – 9.4 4.3 AlphCntrc Prime Merid In (N/A) ....... z 9.69 NA NA NS
Western Asset Hi Inc Opp (HIO) ...... N NA 4.95 NA 7.7 Invesco MuniOp (OIA) .................... N 7.73 7.89 + 2.1 4.9 Nuveen NY Sel Tx-Free (NXN) ......... N 14.46 14.18 – 1.9 3.5 Angel Oak Str Crdt:Inst (N/A) .......... z NA NA NA 7.9
Western Asset Hi Yld D O (HYI) ....... N NA 15.42 NA 7.4 InvescoMuOppTr (VMO) ................ N 13.66 12.82 – 6.1 4.7 Nuveen OH Qual Muni Inc (NUO) ..... N 17.78 15.66 – 12.0 3.4 Axonic Alternative Inc (N/A) ............ z NA NA NA 3.5
Other Domestic Taxable Bond Funds InvescoMuTr (VKQ) ........................ N 13.69 12.82 – 6.4 4.6 Nuveen PA Muni Value (NPN) ......... N 15.14 14.27 – 5.7 2.7 Blackstone/GSO FR EI D (N/A) ......... z NA NA NA 5.7
Apollo Tactical Income (AIF)-a ......... N NA 14.48 NA 7.2 InvescoQual Inc (IQI) ...................... N 13.84 13.04 – 5.8 4.7 Nuveen PA Qual Muni Inc (NQP) ..... N 15.93 14.47 – 9.2 4.5 Blackstone/GSO FR EI I (N/A) .......... z NA NA NA 5.9
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 14.29 NA 8.9 InvTrInvGrMu (VGM) ..................... N 14.10 13.21 – 6.3 4.7 Nuveen VA Qlty Mun Inc (NPV) ....... N 15.40 15.90 + 3.2 3.5 Blackstone/GSO FR EI T (N/A) ......... z NA NA NA 5.5
Barings Corporate Inv (MCI)-a ......... N NA 13.18 NA 7.7 InvescoValMunInc (IIM) ................. N 16.80 15.65 – 6.8 4.5 PIMCO CA (PCQ) ............................ N NA 17.98 NA 4.5 Blackstone/GSO FR EI T-I (N/A) ....... z NA NA NA 5.4
Barings Part Inv (MPV)-a ................. N NA 11.88 NA 7.1 MAINSTAY:MK DEFTR MUN OP (MMD) N NA 21.78 NA 4.7 PIMCOCAMuniII (PCK) ................... N NA 9.03 NA 4.2 Blackstone/GSO FR EI U (N/A) ......... z NA NA NA 5.4
BlackRock Mlt-Sctr Inc (BIT)-a ......... N 18.26 17.54 – 3.9 8.7 MFS HgIncMuniTr (CXE) ................ N 5.30 5.07 – 4.3 5.0 Pimco CA Muni III (PZC) ................. N NA 10.25 NA 4.4 Blstn Commnty Dev (N/A) ............... z 10.07 NA NA 3.4
BlackRock Tax Muni Bd (BBN)-a ...... N 25.23 26.96 + 6.9 5.0 MFS HgYldMuniTr (CMU) ............... N 4.78 4.40 – 7.9 5.0 PIMCO NY (PNF) ............................ N NA 11.68 NA 4.3 BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 101.87 NA NA 6.9
DoubleLine:Oppor Crdt Fd (DBL) .... N NA 19.65 NA 7.1 NeubrgrBrm (NBH)-a ....................... A 15.27 15.20 – 0.5 4.8 PIMCONYMuniII (PNI) ................... N NA 10.87 NA 4.5 CLIFFWATER CL FD;I (N/A)-a ........... z 10.30 NA NA 5.1
Duff&Ph Util Cor (DUC) .................. N 9.60 10.02 + 4.4 5.9 Nuveen AMT-Fr Mu Val (NUW) ........ N 17.36 16.43 – 5.4 2.8 Pimco NY Muni III (PYN) ................. N NA 8.93 NA 4.7 CNR Strategic Credit (N/A) .............. z 10.26 NA NA 7.8
EVLmtDurIncm (EVV) ..................... A NA 12.53 NA 9.8 Nuveen AMT-Fr Qlty Mun I (NEA) .... A 15.99 15.10 – 5.6 4.5 General Equity Funds FedProj&TrFinanceTendr (N/A)-a .... z 9.92 NA NA 2.8

.
Franklin Ltd Dur Income (FTF)-a ....... A NA 9.42 NA 10.8 Nuveen AMT-Fr Mu CI (NVG) .......... A 17.32 16.78 – 3.1 4.8 Alternative Strategies:I (N/A) .......... z NA NA NA NA FS Global Crdt Opptys D (N/A) ......... z NA NA NA 8.5
J Han Investors (JHI) ...................... N 18.42 17.27 – 6.2 7.8 Nuveen Dyn Muni Opp (NDMO) ....... N 15.71 NA NA NS AMG Pantheon:1 (N/A) ................... z NA NA NA NA Schrdrs Opp Inc;A (N/A)-a ............... z 25.65 NA NA 1.1
Nuveen Enh Muni Val (NEV) ............ N 15.52 16.31 + 5.1 4.5

ly
KKR Income Opportunities (KIO) .... N NA 14.43 NA 10.5 Continuously Offered Schrdrs Opp Inc;A2 (N/A) ............... z NA NA NA NS
MFS Charter (MCR) ........................ N 8.96 8.77 – 2.1 8.1 Nuveen Int Dur Mun Term (NID) ...... N 14.33 13.88 – 3.1 3.7 52 Week Schrdrs Opp Inc;I (N/A)-a ................ z 25.66 NA NA 1.1
Nuveen Taxable Muni Inc (NBB) ...... N 22.88 23.75 + 3.8 4.8 Nuveen Int Dur Qlty Mun (NIQ) ........ N 14.88 14.73 – 1.0 2.8 Stock Market Prem Market Schrdrs Opp Inc;SDR (N/A)-a .......... z 25.69 NA NA 1.2
PCM Fund (PCM) ............................ N NA 10.73 NA 8.9 Nuveen Mu Crdt Opps (NMCO) ....... N 14.03 12.96 – 7.6 5.6 Invesco Sr Loan A (N/A) .................. z 6.29 NA NA 4.4
NuvMuni2021TgtTerm (NHA) ......... N 9.85 9.87 + 0.2 1.4 Fund Name (Symbol) Exch NAV Price /Disc Return
PIMCO Corp & Inc Oppty (PTY) ....... N NA 17.85 NA 9.1 Invesco Sr Loan C (N/A) .................. z 6.31 NA NA 3.7
PIMCO Corp & Inc Strat (PCN) ........ N NA 17.24 NA 8.3 Nuv Muni Credit Income (NZF) ........ A 16.81 16.12 – 4.1 4.8 Specialized Equity Funds Invesco Sr Loan IB (N/A) ................. z 6.29 NA NA 4.6
PIMCOHilnco (PHK) ....................... N NA 6.05 NA 11.1 NuvMuniHiIncOpp (NMZ) ............... A 13.98 14.42 + 3.1 5.3 Bluerock Total Inc+ RE:A (N/A) ........ z 29.24 NA NA 1.3 Invesco Sr Loan IC (N/A) ................. z 6.29 NA NA 4.5

on
PIMCO IncmStrFd (PFL) ................. N NA 11.44 NA 9.7 Nuveen Muni Inc (NMI) ................... N 11.32 11.39 + 0.6 3.5 Bluerock Total Inc+ RE:C (N/A) ........ z 27.82 NA NA 0.5 Invesco Sr Loan Y (N/A) .................. z 6.30 NA NA 4.6
PIMCO IncmStrFd II (PFN) .............. N NA 9.93 NA 9.8 Nuveen Muni Val (NUV) .................. N 10.74 11.10 + 3.4 3.3 Bluerock Total Inc+ RE:I (N/A) ......... z 29.80 NA NA 1.5 Pioneer Sec Inc (N/A)-a .................... z 9.68 NA NA NS
Putnam Mas Int (PIM) .................... N 4.49 4.23 – 5.8 8.6 Nuveen Quality Muni Inc (NAD) ....... N 16.32 15.37 – 5.8 4.4 Bluerock Total Inc+ RE:L (N/A) ........ z 28.98 NA NA 1.1 High Yield Bond Funds
Putnam Prem Inc (PPT) .................. N 4.97 4.65 – 6.4 9.1 Nuveen Sel Mat (NIM) ..................... N 10.83 10.68 – 1.4 3.0 Broadstone Rl Est Acc:I (N/A)-a ........ z NA NA NA NA Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 6.1
Wells Fargo Multi-Sector (ERC) ...... A 13.05 12.14 – 7.0 9.7 Nuveen Sel TF (NXP) ....................... N 16.50 17.80 + 7.9 3.2 Broadstone Rl Est Acc:W (N/A)-a ..... z NA NA NA NA Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 6.1
World Income Funds Nuveen Sel TF 2 (NXQ) .................... N 15.68 15.92 + 1.5 3.2 CIM RA&C A (N/A) .......................... z NA NA NA NS Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 6.2
Nuveen Sel TF 3 (NXR) .................... N 16.90 17.47 + 3.4 3.1 CIM RA&C C (N/A) .......................... z NA NA NA NS Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 6.1
Abrdn AP IncFd (FAX)-a ................... N 4.92 4.45 – 9.6 7.8 PIMCO MuniInc (PMF) .................... N NA 13.85 NA 4.7 CIM RA&C I (N/A) ........................... z NA NA NA NS Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 6.2

us ,
Aberdeen Global Income (FCO)-a ..... N 7.06 7.90 + 11.9 10.5 PIMCOMuniIncII (PML) .................. N NA 14.30 NA 5.0
BlackRock 2022 Gl Inc Op (BGIO)-a .. N 9.18 9.04 – 1.5 6.9 CIM RA&C L (N/A) .......................... z NA NA NA NS PIMCO Flexible Cr I;A-2 (N/A) .......... z NA NA NA 9.8
Pimco Muni III (PMX) ..................... N NA 11.89 NA 4.6 Clarion Partners REI D (N/A)-a ......... z NA NA NA NA PIMCO Flexible Cr I;A-3 (N/A) .......... z NA NA NA NS
BrndywnGLB Glb Inc Oppts (BWG)-a N NA 12.49 NA 7.0

l
PioneerHilncAdv (MAV) .................. N 12.39 11.65 – 6.0 4.3 Clarion Partners REI I (N/A)-a ........... z NA NA NA NA PIMCO Flexible Cr I;A-4 (N/A) .......... z NA NA NA 10.1
EtnVncStDivInc (EVG) .................... N NA 12.36 NA 7.2 PioneerMunHiIcmT (MHI) .............. N 13.28 12.44 – 6.3 4.4 Clarion Partners REI S (N/A)-a .......... z NA NA NA NA

e
First Tr/Ab Glbl Inc (FAM) ................ N 11.37 10.55 – 7.2 9.2 PIMCO Flexible Cr I;Inst (N/A) ......... z NA NA NA 10.9

al a
Putnam Mgd Inc (PMM) ................. N 8.20 8.07 – 1.6 4.8 Clarion Partners REI T (N/A)-a .......... z NA NA NA NA PionrILSBridge (N/A) ..................... z 10.00 NA NA 0.0
MS EmMktDomDebt (EDD) ............ N NA 6.29 NA 7.4 Putnam Muni Opp (PMO) ................ N 13.89 13.69 – 1.4 4.7
Ms EmMktDebtFd (MSD) ................ N 10.57 9.26 – 12.4 5.0 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA WA Middle Mkt Inc (N/A) ................. z NA NA NA 8.7
RiverNorth Flex Muni Inc (RFM) ...... N 23.50 NA NA NS Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 7.91 7.48 – 5.4 5.9 RiverNorth Mgd Dur Mun I (RMM) .. N 19.58 17.80 – 9.1 5.7 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA
Other Domestic Taxable Bond Funds
PIMCO Dyn Crd & Mrt Inc (PCI) ....... N NA 21.20 NA 12.2 RiverNorth Opps Muni Inc (RMI) ..... N 23.52 21.47 – 8.7 4.7 Alternative Credit Inc:A (N/A) .......... z NA NA NA 8.0
GS Real Est Div Inc:A (N/A)-a ........... z 9.67 NA NA – 2.2

ci on
PIMCO Dynamic Income (PDI) ........ N NA 26.43 NA 11.5 Western Asset Mgd Muni (MMU) .... N NA 12.84 NA 4.2 Alternative Credit Inc:C (N/A) .......... z NA NA NA 7.3
GS Real Est Div Inc:C (N/A)-a ........... z 9.67 NA NA – 3.0 Alternative Credit Inc:I (N/A) ........... z NA NA NA 8.2
PIMCO Income Opportunity (PKO) .. N NA 25.27 NA 9.1 Western Asset Mun Hi Inc (MHF) .... N NA 7.51 NA 3.8 GS Real Est Div Inc:I (N/A)-a ............. z 10.10 NA NA – 2.0
PIMCO Stratg Inc (RCS) .................. N NA 6.93 NA 9.7 WstAstMuniPrtnrs (MNP) .............. N NA 14.95 NA 3.8 Alternative Credit Inc:L (N/A) .......... z NA NA NA 7.7
GS Real Est Div Inc:L (N/A)-a ............ z 9.68 NA NA – 2.5 Alternative Credit Inc:W (N/A) ......... z NA NA NA 8.0
StoneHarbor EM Tot Inc (EDI) ......... N 8.59 9.11 + 6.1 15.4 Westn Asst Mu Def Opp Tr (MTT) .... N NA 20.82 NA 3.2 GS Real Est Div Inc:W (N/A)-a .......... z 9.82 NA NA – 2.2
StoneHarbor Emg Mkts Inc (EDF) ... N 7.38 8.08 + 9.5 19.3 NexPointRlEstStrat;A (N/A)-a .......... z 15.89 NA NA – 13.7 Am Beacon Apollo TR:T (N/A)-a ....... z 10.22 NA NA 1.7
Single State Muni Bond Am Beacon Apollo TR:Y (N/A) ......... z 10.28 NA NA 2.5
Templeton Em Inc (TEI) .................. N 8.92 7.77 – 12.9 7.7 BlackRock CA Mun (BFZ) ................ N 16.02 14.23 – 11.2 3.3 NexPointRlEstStrat;C (N/A)-a .......... z 16.06 NA NA – 14.2
Templtn Glbl Inc (GIM) ................... N 6.11 5.50 – 10.0 4.5 NexPointRlEstStrat;Z (N/A)-a ........... z 16.05 NA NA – 13.5 Am Beacon SP Enh Inc:T (N/A) ........ z NA NA NA NS
BlackRock MA Tax-Exempt (MHE) .. N 13.86 13.44 – 3.0 3.6 Am Beacon SP Enh Inc:Y (N/A) ........ z NA NA NA 3.3
Virtus Gl MSec Inc (VGI) ................. N NA 12.11 NA 11.6 BlackRock MD Mun Bd (BZM) ......... N 15.33 15.50 + 1.1 3.1 PREDEX;I (N/A) .............................. z 25.09 NA NA 0.4
WstAstEmergDebt (EMD) ............... N NA 13.90 NA 8.8 PREDEX;T (N/A) ............................. z 25.20 NA NA 0.3 BR Credit Strat;A (N/A)-a .................. z 10.41 NA NA NS
BR MH CA Qly Fd Inc (MUC) ............ N 16.01 15.00 – 6.3 3.9

er s
Western Asset Gl Cr D Op (GDO) ..... N NA 18.10 NA 6.7 PREDEX;W (N/A) ............................ z 25.20 NA NA 0.4 BR Credit Strat;Inst (N/A)-a .............. z 10.41 NA NA 5.1
BR MH NJ Qly (MUJ) ....................... N 16.08 14.46 – 10.1 4.8 BlackRock Mlt-Sctr Oppty (N/A) ...... z 87.70 NA NA 8.6
National Muni Bond Funds BR MH NY Qly (MHN) ..................... N 15.19 14.11 – 7.1 4.2 Principal Dvs Sel RA A (N/A) ........... z NA NA NA NA
AllBerNatlMunInc (AFB) ................. N 15.42 14.42 – 6.5 4.2 Principal Dvs Sel RA Ins (N/A) ......... z NA NA NA NA BlackRock Mlt-Sec Opp II (N/A)-a .... z 90.50 NA NA 8.3
BlkRkMunyldAZ (MZA) ................... N 14.95 14.97 + 0.1 3.8
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

BlckRk Inv Q Mun (BKN) ................. N 16.71 17.18 + 2.8 4.2 Principal Dvs Sel RA Y (N/A) ........... z NA NA NA NA Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 8.2
BR MuniYld CA (MYC) .................... N 16.39 14.79 – 9.8 3.5 Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 9.1
BlckRk L-T Muni Adv (BTA) ............. N 13.04 12.72 – 2.5 4.7
BR Mu InDur (MUI) ......................... N
BlackRock Muni 2030 Tgt (BTT) ...... N
16.11
26.82
14.87
25.68
– 7.7
– 4.3
4.0
2.9
m er
BR MuniYld CA Qly (MCA) ...............
BR MuniYld MI Qly (MIY) ................
N
N
16.21
15.89
14.97
14.57


7.7
8.3
4.0
4.2
SharesPost 100;A (N/A) ..................
SharesPost 100:I (N/A) ...................
z
z
36.33
36.61
NA
NA
NA
NA
23.7
24.0 Carlyle Tact Pvt Cred:L (N/A) ...........
Carlyle Tact Pvt Cred:M (N/A) ..........
z
z
NA
NA
NA
NA
NA
NA
8.6
NS
BR MuniYld NJ (MYJ) ..................... N 16.13 14.45 – 10.4 5.1 SharesPost 100:L (N/A) .................. z 36.07 NA NA 23.4
BlackRock Mun Bd (BBK) ................ N 16.77 16.05 – 4.3 4.3 BR MuniYld NY Qly (MYN) .............. N 14.57 13.29 – 8.8 4.1 USQ Core Real Estate:I (N/A) ........... z 24.66 NA NA 0.1 Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA 9.1
BlackRock Muni (BFK) .................... N 14.74 15.47 + 5.0 4.4 BR MuniYld PA Qly (MPA) ............... N 16.25 14.92 – 8.2 4.1 USQ Core Real Estate:IS (N/A) ........ z 24.67 NA NA 0.2 Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 8.8
BlackRock Muni II (BLE) ................. N 15.16 15.42 + 1.7 4.6 BlckRk NY Muni Inc Qly (BSE) ......... N 15.12 13.63 – 9.9 3.9 Versus Cap MMgr RE Inc:I (N/A) ..... z 27.25 NA NA NE CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.7
BlckRk Mun Inc Inv (BBF) ............... N 14.41 13.36 – 7.3 4.5 BlackRock NY Mun (BNY) ............... N 15.17 14.59 – 3.8 4.1 Versus Capital Real Asst (N/A) ........ z 25.37 NA NA 1.5 CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.7
BlckRk Muni Inc Qly (BYM) ............. N 15.89 15.17 – 4.5 4.0 BlackRock NY Mun II (BFY) ............. N 15.66 14.50 – 7.4 4.5 Wildermuth Endwmnt:A (N/A) ........ z 13.48 NA NA – 5.2 CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.6
m rp
BlckRk Muni Inc Inv Qly (BAF) ......... N 15.55 14.93 – 4.0 4.4 BlackRock VA Mun (BHV) ............... N 15.65 15.90 + 1.6 3.2 Wildermuth Endwmnt:C (N/A) ........ z 12.98 NA NA – 6.0 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.6
BR MuniAssets Fd (MUA) ............... N 14.43 14.68 + 1.7 4.3 Del CO Muni Inc (VCF) ..................... A 15.37 14.23 – 7.4 3.6 Wildermuth Endowment:I (N/A) ...... z 13.56 NA NA – 5.5 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA 5.6
BR MuniEnhanced (MEN) ............... N 12.50 11.98 – 4.2 4.1 Del MN II (VMM) ............................. A 15.03 13.12 – 12.7 3.2 Income & Preferred Stock Funds CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA NS
BR MuniHoldng2 (MUH) ................. N 16.07 15.09 – 6.1 4.6 EVCAMuniBd (EVM) ....................... A 12.79 11.75 – 8.1 4.0 A3 Alternative Cr (N/A)-a .................. z NA NA NA NA CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.6
BR MuniHoldings Qly (MFL) ........... N 15.15 14.08 – 7.1 3.9 EVCAMuniIncm (CEV) .................... A 14.76 13.70 – 7.2 4.0 Calamos L/S Eqty and DI (CPZ)-a ..... z NA 17.43 NA NA CNR Select Strategies (N/A) ............ z 11.59 NA NA 0.0
BR MH Qly (MUS) ........................... N 14.16 13.22 – 6.6 4.3 Eaton Vance NY Muni Bd (ENX) ....... A 13.57 12.28 – 9.5 4.1 Destra Multi-Altrntv;A (N/A)-a .......... z 11.94 NA NA – 6.4 First Eagle Crdt Opps A (N/A)-a ......... z 25.47 NA NA NS
BR MH Qly 2 (MUE) ......................... N 14.27 13.65 – 4.3 4.3 EVNYMuniIncm (EVY) .................... A 15.14 13.98 – 7.7 3.8 Destra Multi-Altrntv;C (N/A)-a .......... z 11.41 NA NA – 7.2 First Eagle Crdt Opps I (N/A)-a .......... z 25.47 NA NA NS
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

BR MuniHoldngs (MHD) ................. N 17.32 16.20 – 6.5 4.5 InvCaValMuIncTr (VCV) ................. N 13.74 13.23 – 3.7 4.1 Destra Multi-Altrntv;I (N/A)-a ........... z 12.18 NA NA – 6.2 GL Beyond Income (N/A) ................ z NA NA NA NE
BR MuniVest Fd (MVF) .................... N 9.90 9.19 – 7.2 4.4 InvPAValMuIncTr (VPV) ................. N 14.28 12.76 – 10.6 4.7 Destra Multi-Altrntv;T (N/A)-a .......... z 11.58 NA NA – 6.9 KKR CREDIT OPPTY;D (N/A) ........... z NA NA NA NS
BR MuniVest 2 (MVT) ..................... N 15.56 14.86 – 4.5 4.4 InvTrInvGrNYMu (VTN) .................. N 14.43 13.05 – 9.6 4.3 Flat Rock Opportunity (N/A) ............ z NA NA NA NA KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA NS
co o

BR MuniYield Fd (MYD) .................. N 15.23 14.35 – 5.8 4.7 NeubrgrBrmCA (NBW)-a ................. A 15.61 13.60 – 12.9 4.0 The Relative Value:CIA (N/A) ........... z NA NA NA NA KKR CREDIT OPPTY;T (N/A) ........... z NA NA NA NS
BR MuniYld Invest Qly (MFT) .......... N 14.50 14.35 – 1.1 4.5 NeubrgeBrmNY (NBO)-a .................. A 14.19 12.33 – 13.1 3.8 Variant Altrntv Inc:Inst (N/A)-a ......... z 26.42 NA NA 5.1 KKR CREDIT OPPTY;U (N/A) ........... z NA NA NA NS
BR MuniYield Qlty (MQY) ................ N 16.63 16.50 – 0.8 4.1 Nuveen AZ Qual Muni Inc (NAZ) ...... N 15.40 15.87 + 3.1 3.5 Variant Altrntv Inc:Inv (N/A)-a .......... z 26.43 NA NA 4.9 Lord Abbett Cred Opps Fd (N/A) ...... z NA NA NA 7.2
BR MuniYld Qlty2 (MQT) ................ N 14.60 13.98 – 4.2 4.1 Nuveen CA AMT-F Qual MI (NKX) .... A 16.98 15.76 – 7.2 4.0 Convertible Sec's. Funds Lord Abbett Cred Opps Fd (N/A) ...... z NA NA NA 7.8
Lord Abbett Crd Op:U (N/A) ............. z NA NA NA NS
F

BR MuniYld Qly 3 (MYI) .................. N 15.31 14.45 – 5.6 3.9 Nuveen CA Val (NCA) ...................... N 10.87 10.80 – 0.6 3.0 Calmos Dyn Conv and Inc (CCD)-a ... z 30.44 28.17 – 7.5 57.5
BR MuniYldInv (MYF) ..................... N 14.71 13.98 – 5.0 4.8 Nuveen CA Muni Value 2 (NCB) ....... N 16.58 15.41 – 7.1 2.7 Palmer Square Opp Inc (N/A) .......... z NA NA NA 6.0
BlckRk Str Muni (BSD) .................... N 14.72 14.28 – 3.0 4.7
12 mos Thrivent Church Ln&Inc:S (N/A)-a ... z 10.90 NA NA 2.6
NuveenCAQtyMuInc (NAC) ............. N 16.35 15.16 – 7.3 4.1 Stock Market Prem Yield
BNY Mellon Muni Bd Infra (DMB) .... N 14.54 14.02 – 3.6 4.5 Nuveen CA Sel Tx-Free (NXC) .......... N 16.01 16.16 + 0.9 3.2 World Income Funds
BNY Mellon Muni Income (DMF) ..... A 9.33 8.87 – 4.9 4.8 NuvGA Qual Muni Inc (NKG) ........... A 14.44 13.07 – 9.5 3.7 Fund Name (Symbol) Exch NAV Price /Disc 11/30/20 Destra Int&Evt-Dvn Crd:A (N/A) ...... z 26.42 NA NA 4.6
BNY Mellon Str Muni Bond (DSM) ... N 8.34 7.87 – 5.6 4.7 Nuveen MA Qual Muni Inc (NMT) .... N 15.27 14.58 – 4.5 3.5 Destra Int&Evt-Dvn Crd:I (N/A)-a ..... z 26.42 NA NA 4.8
BNY Mellon Strat Muni (LEO) .......... N 8.66 8.49 – 2.0 4.9 Nuveen MD Qual Muni Inc (NMY) .... N 15.33 14.11 – 8.0 4.1 World Equity Funds Destra Int&Evt-Dvn Crd:L (N/A) ...... z 26.41 NA NA 4.4
Del Inv Natl Muni Income (VFL) ....... A 14.87 13.17 – 11.4 3.9 Nuveen MI Qual Muni Inc (NUM) ..... N 16.22 14.76 – 9.0 3.8 ACAP Strategic:A (N/A) ................... z 27.13 NA NA 50.1 Destra Int&Evt-Dvn Crd:T (N/A) ...... z 26.38 NA NA 4.2
DTF Tax-Free Income (DTF)-a .......... N 16.08 14.90 – 7.3 3.1 Nuveen Minn Qual Mun Inc (NMS) .. A 15.63 14.83 – 5.1 3.8 ACAP Strategic:W (N/A) .................. z 20.01 NA NA 51.2 National Muni Bond Funds
DWS Muni Inc (KTF) ....................... N 12.77 11.63 – 8.9 4.1 Nuveen MO Qual Mun Inc (NOM) .... A 14.12 13.95 – 1.2 3.3 BMO LGM Front ME;I (N/A) ............. z 6.32 NA NA – 24.5 PIMCO Flex Mun Inc;A-3 (N/A) ........ z NA NA NA 2.1
DWS Strat Mun (KSM) .................... N 12.75 11.40 – 10.6 4.4 Nuveen NJ Muni Value (NJV) .......... N 15.59 14.02 – 10.1 2.7 CalamosGlbTotRet (CGO)-a ............. z 14.51 14.67 + 1.1 32.5 PIMCO Flex Mun Inc:A1 (N/A) ......... z NA NA NA NS
EVMuniBd (EIM) ............................. A 14.29 13.60 – 4.8 4.3 NuvNJ Qual Muni Inc (NXJ) ............. A 16.75 14.37 – 14.2 4.5 Primark Priv Eq Inv:I (N/A)-a ............ z NA NA NA NS PIMCO Flex Mun Inc;A2 (N/A) ......... z NA NA NA NS
EVMuniIncm (EVN) ........................ N 14.28 13.38 – 6.3 4.2 Nuveen NY AMT/Fr Qual MI (NRK) .. A 15.08 13.53 – 10.3 4.2 VirtusTotalRetFd (ZTR) ................... z NA 8.78 NA NA PIMCO Flex Mun Inc;Inst (N/A) ....... z NA NA NA 2.8
EVNatMuniOpp (EOT) ..................... N 21.81 20.49 – 6.1 3.7 Nuveen NY Val (NNY) ...................... N 10.22 9.97 – 2.4 3.2 Loan Participation Funds Tortoise Tax-Adv Soc Inf (N/A) ........ z 9.50 NA NA 5.0

TOP SAVINGS DEPOSIT YIELDS


n-

Money Market Account1 One-Year CDs Five-Year CDs


Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
Axos Bank San Diego,CA (877)541-2634 10000 0.61 (CD) 0.61 Legacy Bank Hinton,OK (800)687-9688 1000 0.70 (CM) 0.70 Travis CU Concord,CA (800)435-4040 500 1.00 (CM) 1.00
BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 iGobanking.com Flushing,NY (888)432-5890 1000 0.65 (CD) 0.65 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.95 (CM) 0.95
no

iGobanking.com Flushing,NY (888)432-5890 25000 0.55 (CD) 0.55 Amboy Direct Old Bridge,NJ (877)22-26269 10000 0.65 (CA) 0.65 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.95 (CA) 0.95
Ally Bank Philadelphia,PA (877)247-2559 1 0.50 (CD) 0.50 Ally Bank Philadelphia,PA (877)247-2559 1 0.60 (CD) 0.60 Ally Bank Philadelphia,PA (877)247-2559 1 0.85 (CD) 0.85
American Express Salt Lake City,UT (800)446-6307 1 0.50 (CD) 0.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.60 (CM) 0.60 Popular Direct New York,NY (800)274-5696 10000 0.80 (CD) 0.80
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
iGobanking.com Flushing,NY (888)432-5890 1000 0.60 (CD) 0.60 Emigrant Direct New York,NY (800)836-1997 1000 0.60 (CD) 0.60 Legacy Bank Hinton,OK (800)687-9688 10000 0.40 (CM) 0.40
Dollar Savings Direct Ossining,NY (866)395-8693 1000 0.55 (CD) 0.55 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.58 (CM) 0.58 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.25 (CM) 0.25
Emigrant Direct New York,NY (800)836-1997 1000 0.50 (CD) 0.50 My Savings Direct Ossining,NY (877)752-1919 1000 0.55 (CD) 0.55 Radius Bank Boston,MA (800)242-0272 1000 0.25 (CD) 0.25
My Savings Direct Ossining,NY (877)752-1919 1000 0.50 (CD) 0.50 Discover Bank Greenwood,DE (800)347-7000 2500 0.55 (CD) 0.55 Giantbank.com Ft.Lauderdale,FL (877)446-4200 2500 0.25 (CD) 0.25
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.51 (CA) 0.51 Axos Bank San Diego,CA (877)541-2634 1000 0.20 (CD) 0.20
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) 2021, Informa Research Services, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 91301 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any
additional six months. form without express written consent of Informa Research Services.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
M30 BARRON’S January 4, 2021

Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.15198707565833) Week's Daily Dec 28 29 30 31 Jan 1
Daily Dec 28 29 30 31 Jan 1 COMPONENTS Change INDUSTRIALS
31000 NY Up 347,697 246,998 489,691 468,877 ...
3M 0.27 NY Off 379,170 469,229 190,998 329,925 ...
Open (t) 30380.68 30562.07 30431.60 30411.60 ….
Open (a) 30283.23 30492.07 30415.09 30417.64 …. American Express 3.56 NY Up - Composite 1,591,334 1,237,506 2,178,032 1,711,162 ...
10:00 30398.83 30442.44 30480.79 30384.41 …. NY Off - Composite 1,933,412 2,150,089 931,935 1,443,318 ...
Amgen 6.99 NYSE Amer UP 21,940 7,931 14,819 14,432 ...
10:30 30508.17 30430.38 30482.39 30411.93 …. Apple 0.72 NYSE Amer Off 8,689 18,679 6,750 11,722 ...
11:00 30470.01 30430.16 30495.21 30376.78 ….
Boeing -3.09 30000 NASD Up 3,090,443 1,893,656 4,063,953 2,213,072 ...
11:30 30437.54 30403.90 30492.49 30368.03 …. NASD Off 1,916,646 2,737,334 1,106,591 2,471,441 ...
12:00 30412.91 30410.56 30492.93 30376.33 …. Caterpillar 2.46 NYSE Arca UP 103,926 85,066 126,083 87,424 ...
12:30 30396.96 30379.97 30493.03 30393.74 …. Chevron -0.88 NYSE Arca Off 63,213 86,556 30,616 93,679 ...
1:00 30389.28 30314.90 30480.40 30405.52 …. % (QCHA) +.07 –.72 +.73 +.07
1:30 30386.06 30324.58 30470.46 30404.80 …. Cisco Systems 0.21
% (QACH) +3.17 –.95 +1.55 +.15
2:00 30419.14 30334.79 30451.16 30397.52 …. Coca-Cola 1.40 29000 % (QCHAQ) +.46 –1.29 +1.38 –.34
2:30 30433.33 30300.08 30413.59 30478.59 …. Disney 7.45
3:00 30439.64 30325.92 30409.03 30492.48 …. Market Advance/Decline Totals
3:30 30417.38 30383.12 30424.79 30546.89 ….
Dow 0.71 Week ended last Friday compared to previous Friday
Goldman Sachs 7.55
no
Close 30403.97 30335.67 30409.56 30606.48 …. Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 30666.16 30714.72 30662.84 30702.48 …. Home Depot -5.30 Total Issues 3,260 292 3,907 1,547
Low (t) 30180.30 30180.86 30256.52 30206.81 …. 28000 Advances 1,789 157 1,842 1,071
Honeywell Intl 3.17 Declines 1,420 127 2,000 453
High (a) 30525.56 30588.79 30525.35 30637.47 ….
Low (a) 30283.23 30274.24 30393.04 30344.50 …. IBM 1.19 Unchanged 51 8 65 23
New Highs 459 37 697 517
Change +204.10 –68.30 +73.89 +196.92 …. Intel 2.75 New Lows 14 1 51 62
Theoretical (t): High 30714.72 Low 30180.30 Johnson & Johnson 4.91
Actual (a): High 30637.47 Low 30274.24 NYSE Composite Daily Breadth
27000
n- F JPMorgan Chase 2.55 Daily Dec 28 29 30 31 Jan 1
Dow Jones 20 Transport (divisor: 0.16385001129960) McDonald's 3.19 Issues Traded 3,245 3,238 3,237 3,243 ...
Advances 1,658 1,085 2,165 1,881 ...
Open (t) 12602.99 12564.91 12443.64 12459.81 …. Merck 1.66 Declines 1,509 2,047 987 1,268 ...
Open (a) 12564.17 12553.13 12433.49 12462.49 …. Unchanged 78 106 85 94 ...
Microsoft -0.33 New Highs 300 107 133 153 ...
10:00 12601.35 12519.75 12473.90 12448.23 ….
Nike Cl B -0.13 New Lows 6 5 2 5 ...
co o
10:30 12629.75 12484.87 12478.09 12440.77 …. 26000 Blocks - primary 4,537 4,514 4,289 4,735 ...
11:00 12607.52 12498.69 12497.26 12454.71 …. Procter & Gamble 1.42 Total (000) - primary 734,094 724,195 690,893 806,430 ...
11:30 12571.04 12518.86 12481.78 12453.96 …. Total (000) 3,554,900 3,429,790 3,161,830 3,186,528 ...
Salesforce.com -3.25
12:00 12543.94 12523.31 12466.51 12470.77 …. NYSE American Composite
12:30 12537.13 12508.49 12468.98 12502.36 …. Travelers Cos 1.88
Daily Dec 28 29 30 31 Jan 1
1:00 12533.43 12466.36 12466.64 12512.10 …. UnitedHealth Group 9.89 Issues Traded 282 279 283 284 ...
1:30 12527.27 12445.92 12460.53 12483.06 ….
25000 Advances 132 94 190 124 ...
m rp
Verizon Communications -0.09 Declines 140 180 84 151 ...
2:00 12542.33 12426.16 12455.44 12476.81 ….
Visa Cl A 10.03 Unchanged 10 5 9 9 ...
2:30 12555.90 12409.16 12443.05 12495.69 …. New Highs 15 10 10 10 ...
3:00 12559.12 12419.59 12439.02 12483.82 …. Walgreens Boots Alliance 0.26 New Lows ... 0 0 ... ...
3:30 12529.29 12448.98 12465.39 12506.83 …. Blocks - primary 233 230 204 287 ...
Walmart 0.65 Total (000) - primary 30,785 26,685 21,795 26,417 ...
Close 12524.02 12429.48 12459.23 12506.93 …. 24000 Total (000) 542,489 389,653 327,533 383,169 ...
High (t) 12691.27 12622.09 12553.31 12570.83 ….
Low (t) 12472.02 12366.86 12372.96 12370.61 …. Nasdaq
m er
High (a) 12654.58 12599.58 12504.87 12517.48 ….
TRANSPORTATION 13500 Daily Dec 28 29 30 31 Jan 1
Low (a) 12511.44 12384.71 12427.94 12414.60 …. Alaska Air Group -0.25 Issues Traded 3,858 3,851 3,842 3,850 ...
Advances 1,962 1,064 2,593 1,765 ...
Change +1.10 –94.54 +29.75 +47.70 …. American Airlines Group 0.11 Declines 1,811 2,696 1,143 1,983 ...
Theoretical (t): High 12691.27 Low 12366.86
13000 Unchanged 85 91 106 102 ...
Avis Budget Group 0.40
New Highs 448 189 223 198 ...
er s
Actual (a): High 12654.58 Low 12384.71 CH Robinson Worldwide -0.79 New Lows 20 24 17 20 ...
12500 Blocks - primary 33,511 30,241 44,977 36,683 ...
Dow Jones 15 Utilities (divisor: 1.29685261171310) CSX 0.70 Total (000) 5,059,702 4,661,610 5,275,052 4,732,072 ...
Open (t) 849.44 852.43 848.22 850.55 …. Delta Air 0.48
12000 NYSE Arca Composite
Open (a) 847.35 852.41 847.96 850.39 …. Expeditors Intl of Wash 0.47 Daily Dec 28 29 30 31 Jan 1
10:00 850.06 851.79 851.05 854.97 ….
Issues Traded 1,438 1,452 1,429 1,439 ...
ci on
10:30 854.58 852.40 851.17 853.27 …. FedEx -9.20 Advances 929 613 1,144 860 ...
11500
11:00 854.12 849.84 852.53 851.94 …. JB Hunt Transport -0.77 Declines 481 805 262 562 ...
11:30 849.96 851.14 853.71 851.82 …. Unchanged 28 34 23 17 ...
JetBlue Airways 0.11 New Highs 294 200 183 152 ...
12:00 850.54 852.03 852.46 852.22 …. 11000 New Lows 38 28 17 26 ...
12:30 849.09 852.37 854.16 851.84 …. Kansas City Southern 4.40 Blocks - primary 796 864 761 960 ...
Total (000) - primary 169,216 173,379 158,318 181,678 ...
al a
1:00 849.21 849.13 851.93 853.27 …. Kirby Corp 0.40 10500 Total (000) 842,114 920,991 803,509 924,828 ...
1:30
2:00
2:30
848.50
849.59
848.24
850.33
848.30
846.99
850.08
850.19
849.54
852.63
853.51
856.11
….
….
….
l
Landstar System
Matson Inc.
-0.70
-0.29
NOTICE TO READERS:
10000
3:00 848.09 847.42 850.17 857.43 …. Norfolk Southern 3.22
Sign up for the Weekly Market Lab OTHER MARKET INDEXES
3:30 847.19 849.75 849.36 860.00 …. Ryder System -2.27 Daily 12/28 12/29 12/30 12/31 1/01
Close 849.55 848.89 850.59 864.64 …. Newsletter: barrons.com/newsletters 9500
Southwest Airlines 0.33 NYSE Amer Comp 2340.99 2354.11 2382.59 2360.90 ….
us ,
High (t) 856.79 857.31 856.07 865.46 …. AmMajorMkt 2727.14 2722.58 2734.01 2747.02 ….
Low (t) 845.17 845.72 846.28 848.31 …. Union Pacific 4.83 9000 BNY ADR Idx 152.86 154.54 156.08 155.23 ….
High (a) 856.18 855.90 854.52 865.30 …. United Airlines -0.01 Please visit the new Market Lab home Europe 126.55 127.29 127.53 126.73 ….
Low (a) 846.44 846.47 847.96 849.10 …. United Parcel Service B -3.79 Latin Am 195.29 197.01 197.68 196.63 ….
Change +3.58 –.66 +1.70
Theoretical (t): High 865.46 Low 845.17
+14.05 ….
e page on barrons.com under Data.
www.barrons.com/market-data/market-
8500 Asia
Emerg M
220.85
393.10
224.70
400.41
229.10
409.60
228.17
406.72
DJ US TSM Float 39090.96 38935.62 39037.62 39219.62
….
….
….
Actual (a): High 865.30 Low 846.44 UTILITIES lab 975 Nasdaq Cmp 12899.42 12850.22 12870.00 12888.28 ….
AES 0.23 100 Index 12838.86 12843.49 12845.36 12888.28 ….
Dow Jones 65 Composite (divisor: 0.77382380748747)
American Elec Power 1.85 Indus. 10290.19 10318.35 10382.86 10396.82 ….
Open (t) 10059.23 10091.79 10033.43 10036.85 …. Insur. 10028.01 9966.71 9985.17 10086.43 ….
Open (a) 10028.37 10075.52 10027.62 10038.33 …. American Water Works 4.33 Banks 3556.19 3498.17 3530.00 3546.89 ….
10:00 10063.49 10057.66 10054.25 10036.46 …. Atmos Energy 2.66 925 Computer 8884.57 8828.71 8807.96 8817.53 ….
10:30 10098.55 10048.94 10055.66 10037.44 …. Telecom 470.13 471.42 468.84 474.13 ….
on
Consolidated Edison 1.83 NYSE Comp.-z 14405.77 14397.92 14477.48 14524.80 ….
11:00 10085.57 10047.53 10064.51 10031.25 ….
Dominion Energy 0.97 Financial-z 8209.62 8186.43 8232.27 8292.85 ….
11:30 10064.51 10048.82 10062.68 10029.18 ….
875 Health Care-z 19752.04 19864.95 19872.01 20045.67 ….
12:00 10054.90 10052.57 10057.43 10035.04 …. Duke Energy 1.89 Energy-z 6527.16 6512.99 6566.41 6502.78 ….
12:30 10047.89 10043.98 10060.83 10044.50 …. Edison Intl 0.63 Russell 1000 2111.63 2105.45 2109.72 2120.87 ….
1:00 10045.80 10016.86 10054.11 10051.29 …. 2000 1996.25 1959.36 1979.99 1974.86 ….
Exelon 0.39
1:30 10042.68 10016.44 10047.77 10043.92 ….
ly 3000 2240.85 2232.01 2237.76 2248.44 ….
2:00 10054.19 10010.86 10043.09 10042.64 …. FirstEnergy 0.93 825 Value-v 1337.06 1332.46 1338.84 1349.62 ….
2:30 10057.59 9998.24 10031.99 10066.92 …. Growth-v 2428.40 2422.45 2421.19 2427.76 ….
NextEra Energy 2.17 MidCap 2732.77 2714.21 2734.13 2743.05 ….
3:00 10059.26 10006.26 10031.29 10069.35 ….
3:30
Close
10047.05 10027.62 10038.63
10047.26 10012.73 10036.39
10089.22
10108.71
….
….
Public Service Enterprise
Sempra Energy
1.15
1.51 775 500
Ind.
.
S&P 100 Index 1715.21 1713.22 1711.35 1720.50
3735.36 3727.04 3732.04 3756.07
5275.70 5266.00 5270.39 5297.28
….
….
….
High (t) 10146.31 10142.06 10115.24 10142.47 …. Southern 1.63 MidCap 2309.52 2283.99 2302.88 2306.62 ….
Low (t) 9984.99 9963.74 9980.83 9973.98 …. SmallCap 1124.94 1107.35 1118.01 1118.93 ….
Xcel Energy 2.04 Value Line(A) 7898.83 7830.32 7897.96 7913.03 ….
High (a) 10103.75 10106.30 10072.61 10117.82 ….
Low (a) 10028.37 9989.68 10026.36 10014.83 ….
725 Value Line(G) 567.98 562.96 567.75 568.77 ….
Jul Aug Sep Oct Nov Dec DJ US Small TSM 13360.42 13143.91 13277.88 13248.67 ….
Change +46.31 –34.53 +23.66 +72.32 ….
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 10146.31 Low 9963.74 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 10117.82 Low 9989.68 31,2002=5000.
January 4, 2021 BARRON’S M31

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 2019 and 2018, and S&P latest for 2018 and share earnings, dividends and book values as reported
2017. r-Revised data Dec 31 Dec 24 Dec Yr-to-Yr
by the company. Bolded numbers indicate new values. 2020 2020 2019 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 3756.07 3703.06 3182.82 18.01
DJ Ind Avg 30606.48 30199.87 28634.88 Divs Yield % 3.18 3.25 2.95 Industrial Stocks Barron's 50 Index 9879.31 9777.32 9690 1.95
Divs $ 27.52 27.51 25.60 Book Book
P/E Ratio 29.92 29.52 21.13 Earns Divs. Value Earns Divs. Value Projected quarterly earn 102.17 102.17 76.21 34.06
Earns Yield % 3.34 3.39 4.73 Mkt to Book 2.31 2.26 2.34
Earns $ 1023.05 1023.05 1355.41 Book Value $ 374.40 374.40 370.98 Am Exp 4.03 1.72 28.48 Johnson&John 6.36 3.98 22.59 Annualized projected earn 408.69 408.69 304.85 34.06
Amgen 12.62 6.40 16.36 JPMorgChase 7.65 3.60 75.98
Divs Yield % 1.93 1.95 2.22 S&P 500 Index 3756.07 3703.06 3234.85 Annualized projected P/E 24.17 23.92 31.8 –23.96

.
Apple 3.28 0.8075 20.37 McDonalds 6.55 5.04 (11.00)
Divs $ 589.77 589.77 636.15 P/E Ratio 37.85 37.32 23.91 Boeing (7.89) Suspended (15.31) Merck Co 4.52 2.48 10.20 Five-year average earn 397.54 397.54 388.06 2.44
Mkt to Book 4.58 4.51 4.40

ly
Earns Yield % 2.64 2.68 4.18 Caterpillar 6.01 4.12 26.52 Microsoft 6.19 2.09 15.63 Five-year average P/E 24.85 24.59 25.0 –0.48
Book Value $ 6688.86 6688.86 6512.92 Earns $ 99.23 99.23 135.27 Chevron Corp (6.14) 5.16 76.62 Nike Inc 0.78 1.01 5.17
Cisco Sys 2.46 1.43 7.90 Proc Gam 5.23 3.118 18.40 Year-end earn 288.52 288.52 382.52 –24.57
DJ Trans Avg 12506.93 12522.92 10911.40 Divs Yield % 1.52 1.55 1.86
P/E Ratio 0.00 0.00 18.73 Divs $ 57.09 57.40 60.17
Coca Cola 1.92 1.64 4.43 3M Co 8.53 5.88 17.50 Year-end P/E 34.24 33.89 25.3 35.16
Disney Walt (1.59) 0.00 49.90 Salesforce.com 3.83 0.00 37.95
Earns Yield % 0.00 0.00 5.34 Mkt to Book 4.11 4.05 3.80 Dow (3.17) 2.80 18.26 Travelers Cos 8.75 3.37 101.54 Year-end earns yield, % 2.92 2.95 3.9 –26.02

on
Earns $ (79.52) (79.52) 582.51 Book Value $ 914.49 914.49 851.62 Goldman Sachs 18.01 5.00 227.62 UnitedHealth Grp 17.41 4.83 60.78 Best grade bond yields, % 1.29 1.32 2.67 –51.69
Divs Yield % 1.22 1.22 1.56 Home Depot 11.56 6.00 (2.89) Verizon 4.41 2.4725 14.84
S&P Ind Index 5297.28 5226.14 4382.83 Honeywell 6.97 3.63 26.01 Visa 4.88 1.22 13.53 Bond yields/stock ylds, % 0.44 0.45 0.68 –34.70
Divs $ 152.88 152.64 170.67 P/E Ratio 43.70 43.11 26.51
Mkt to Book 3.69 3.69 3.37
IBM 8.84 6.51 23.49 Walgreens 0.50 1.85 26.26 Actual year-end divs 211.07 210.85 219.58 –3.87
Earns Yield % 2.29 2.32 3.77 Intel 5.10 1.32 18.07 Wal-mart 6.92 2.16 26.36
Book Value $ 3389.19 3389.19 3239.67 Earns $ 121.22 121.22 165.30
Actual yr-end divs yld, % 2.14 2.16 2.27 –5.72
Transportation Stocks
DJ Utility Avg 864.64 845.97 867.44 Divs Yield % 1.36 1.38 1.72 Alaska Air Group (5.63) Suspended 35.21 KC Southern 6.05 1.64 45.95

us ,
P/E Ratio 23.41 22.91 24.82 Divs $ 72.04 72.12 75.38 American Airlines (13.84) Suspended (0.28) Kirby Corp (3.22) Nil 56.18
Earns Yield % 4.27 4.37 4.03 Mkt to Book 5.61 5.53 4.96 Avis Budget Grp (6.54) Nil 8.86 Landstar Sys 4.55 0.79 18.28 STOCK VOLUME

l
Earns $ 36.93 36.93 34.95 Book Value $ 944.26 944.26 883.41 C.H. Robinson 3.36 2.04 12.39 Matson Inc 2.75 0.90 18.78

e
CSX Corp 3.60 1.04 15.32 Norf Southern 7.77 3.76 58.87 Last Prev. Year YOY

al a
Delta Air Lines (16.61) Suspended 23.89 Ryder Sys (3.86) 2.24 46.48 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 3.71 1.04 12.94 Southwest Air (2.79) 0.00 18.94
NYSE(a) 2,955,613 3,247,613 2,257,733 30.91
FedEx 9.19 2.60 69.84 Un Pacific 7.85 3.88 26.19
Hunt (JB) 4.85 1.08 21.34 UPS 5.26 4.04 3.81 30 Dow Inds (b) 1,240,892 1,256,323 660,519 87.87

ci on
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (3.03) Nil 17.02 United Airlines (16.45) Nil 45.90 20 Dow Trans (b) 408,256 479,338 112,524 262.82
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner 15 Dow Utils (b) 124,990 152,288 109,855 13.78
Utility Stocks 65 Dow Stks (b) 1,774,138 1,887,949 882,898 100.94
has filed a Form144.) Source: Thomson Reuters AES Corp. (0.52) 0.5732 4.51 Exelon 2.43 1.53 33.12
NYSE American (a) 105,683 107,120 47,097 124.39
Am Elec 3.87 2.84 39.73 FirstEnergy 1.35 1.56 12.90
Shares Sale American Water Works 3.65 2.15 33.85 NextEra Energy 1.99 1.40 75.67 Nasdaq(d) 19,728,436 21,197,955 9,743,439 102.48
Company Sym Indicated $ Value Date Seller Title Atmos Energy 4.91 2.34 48.18 Xcel Energy 2.80 1.72 25.24 NYSE 15 Most Active
Altice Usa ATUS 1,385,498 49,896,632 12/22/20 Boubazine, Abdelhakim AF Con Ed 4.04 3.06 54.12 Pub Sv Ent 3.77 1.96 29.94 Average Price 38.83 44.00 12.20 218.28

er s
Dominion Energy (0.02) 3.45 35.33 Sempra Energy 12.90 4.18 60.58 % Tot Vol 18.12 18.09 20.31 -10.78
Invitae NVTA 299,143 14,957,150 12/22/20 Myers, Jason AF Duke Energy 2.73 3.82 61.20 Southn Co. 3.00 2.54 25.03
Replimune REPL 220,000 8,883,000 12/22/20 Coffin, Robert AF Stock Offerings $(z,v) 19,700 r1,540,300 61,900 -68.17
Edison Int'l 0.99 2.567 36.75
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Realreal REAL 152,735 3,086,066 12/24/20 Bjork, Fredrik UT Daily Stock Volume
Peloton Interactive
Sunrun
PTON
RUN
150,000
127,046
m er 21,658,500
8,012,650
12/22/20
12/21/20
Cortese, Thomas
Fenster, Edward
AF
O DISTRIBUTIONS & OFFERINGS
Daily 12/28 12/29 12/30 12/31 1/1
Pinterest PINS 105,000 7,756,098 12/23/20 Silbermann, Benjamin O NYSE(a) 734,094 724,195 690,893 806,430 ....
Pinterest PINS 105,000 7,512,926 12/24/20 Silbermann, Benjamin O 30 Inds (b) 303,077.7 358,869.2 291,888.3 287,056.4 ....
Secondary Distributions of common stocks
Pinterest PINS 105,000 7,439,010 12/22/20 Silbermann, Benjamin O 20 Trans (b) 112,691.4 96,051.9 92,143.5 107,368.9 ....
Applied Materials AMAT 100,000 8,167,594 12/21/20 Nalamasu, Omkaram AF Monaker Group 2,600,000 $2.50 $6,500,000 15 Utils (b) 30,438.4 31,566.0 31,606.9 31,379.2 ....
m rp
Source: Dealogic LLC, New York City; (212) 577-4400. 65 Stks (b) 446,207.5 486,487.1 415,638.7 425,804.5 ....
NYSE Amer(a) 30,785 26,685 21,795 26,417 ....
THE WEEK IN STOCKS FOR THE MAJOR INDEXES Nasd(d) 5,059,702 4,661,610 5,275,052 4,732,072 ....
12-Month Weekly Thursday Weekly 12-Month Change From Coming U.S. Auctions NYSE 15 Most Active
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. Yields (%) Avg. Price 38.10 37.55 38.01 35.55 ....
% Tot Vol 17.79 18.41 19.03 18.59 ....
Day When Last
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Dow Jones Indexes Numbers in thousands save price and percentages. (a) Primary
30606.48 18591.93 30 Indus 30606.48 30335.67 30606.48 406.61 1.35 1737.68 6.02 2068.04 7.25 Issued* Auction
volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
12803.02 6703.63 20 Transp 12524.02 12429.48 12506.93 –15.99 –0.13 1512.62 13.76 1605.65 14.73 M W/E Thursday. (z) Source: Refinitiv.
co o

960.89 610.89 15 Utilities 864.64 848.89 864.64 18.67 2.21 –2.18 –0.25 –14.53 –1.65
10108.71 6100.31 65 Comp 10108.71 10012.73 10108.71 107.76 1.08 661.93 7.01 722.23 7.69
$54.0 bil 3-month 0.080 0.095
Dow Jones Indexes
$51.0 bil 6-month 0.083 0.100
39219.62 22462.76 US TSM Float 39219.62 38935.62 39219.62 332.18 0.85 5937.50 17.84 6184.24 18.72 DELTA MARKET SENTIMENT INDICATOR
F

* As of Friday afternoon.
947.35 547.67 US Market 947.35 940.54 947.35 9.55 1.02 140.24 17.38 146.59 18.31 The Delta MSI measures the position of ~1,800 stocks relative to an
995.20 487.28 Internet 970.12 961.57 961.57 –17.09 –1.75 322.81 50.54 333.10 53.00 intermediate-term moving average crossover (MAC) point. When
New York Stock Exchange greater than 50% of the stocks followed are above this MAC point, the
14524.80 8777.38 Comp-z 14524.80 14397.92 14524.80 142.30 0.99 522.31 3.73 611.77 4.40 market is bullish and equities are attractive. When the indicator is
8908.29 5036.38 Financial-z 8292.85 8186.43 8292.85 133.41 1.64 –461.38 –5.27 –407.26 –4.68 DAILY CBOE VIX INDEX below 50%, risk is elevated and stock exposures should be reduced.
20045.67 12991.76 Health Care-z 20045.67 19752.04 20045.67 387.83 1.97 1930.26 10.66 1975.57 10.93 Week Manager uses discretion on asset allocation when MSI is 50% +/- 3%.
10251.47 4032.17 Energy-z 6566.41 6502.78 6502.78 –60.73 –0.93 –3609.56 –35.69 –3534.52 –35.21 Ended Open High Low Last Chg. Last 2 Weeks 3 Weeks
NYSE American Stock Exchange Current Sentiment Week Ago Ago
2626.91 1317.22 NYSE Amer Comp 2382.59 2340.99 2360.90 28.73 1.23 –207.75 –8.09 –191.66 –7.51 2020
2852.12 1742.29 Major Mkt 2747.02 2722.58 2747.02 40.52 1.50 –61.69 –2.20 –27.68 –1.00 Dec. 31 22.99 23.25 21.24 22.75 – 0.02 BULLISH 87.3% 88.3% 86.3%
Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash
Standard & Poor's Indexes 30 22.58 23.15 22.41 22.77 – 0.31 Source: Delta Investment Management
1720.50 1040.00 100 Index 1720.50 1711.35 1720.50 25.69 1.52 262.37 17.99 278.33 19.30 29 21.61 23.72 20.99 23.08 + 1.38 www.deltaim.com, (415) 249-6337
3756.07 2237.40 500 Index 3756.07 3727.04 3756.07 53.01 1.43 498.22 15.29 525.29 16.26
5297.28 3123.44 Indus 5297.28 5266.00 5297.28 71.14 1.36 882.30 19.98 925.66 21.17
n-

2315.36 1218.55 MidCap 2309.52 2283.99 2306.62 –8.74 –0.38 241.43 11.69 243.60 11.81
1124.94 595.67 SmallCap 1124.94 1107.35 1118.93 –2.58 –0.23 98.10 9.61 97.75 9.57 U.S. DOLLAR INDEX vs EURO and YEN
Nasdaq Stock Market
12899.42 6860.67 Comp 12899.42 12850.22 12888.28 83.55 0.65 3796.09 41.75 3915.68 43.64 Dethroned: With rumors abroad that the dollar will lose its preeminence, the U.S.
12888.28 6994.29 100 Index 12888.28 12838.86 12888.28 177.27 1.39 4016.06 45.27 4155.21 47.58
10396.82 5239.66 Indus 10396.82 10290.19 10396.82 193.12 1.89 3512.11 51.01 3589.12 52.72 Dollar Index ended down 0.5% for the week...and down 7% for the year.
no

10673.14 6343.13 Insur 10086.43 9966.71 10086.43 59.05 0.59 42.05 0.42 94.48 0.95 10
3971.73 2136.72 Banks 3556.19 3498.17 3546.89 17.99 0.51 –424.84 –10.70 –421.94 –10.63
8884.57 4608.77 Computer 8884.57 8807.96 8817.53 44.37 0.51 2817.32 46.95 2938.53 49.98

s
EURO in $
474.13 298.17 Telecom 474.13 468.84 474.13 5.31 1.13 82.04 20.92 85.62 22.04
Russell Indexes
2120.87 1224.45 1000 2120.87 2105.45 2120.87 22.14 1.05 322.15 17.91 336.66 18.87 s
2007.10 991.16 2000 1996.25 1959.36 1974.86 –29.09 –1.45 308.08 18.48 306.39 18.36 YEN in
2248.44 1288.04 3000 2248.44 2232.01 2248.44 19.81 0.89 341.93 17.94 356.19 18.82 $ 0
1365.33 838.37 Value-v 1349.62 1332.46 1349.62 16.87 1.27 –2.30 –0.17 1.96 0.15
2428.40 1322.15 Growth-v 2428.40 2421.19 2427.76 20.68 0.86 634.54 35.39 657.24 37.12
2744.60 1471.40 MidCap 2743.05 2714.21 2743.05 –1.55 –0.06 354.40 14.84 361.14 15.16
Others s
7913.03 3854.81 Value Line-a 7913.03 7830.32 7913.03 17.87 0.23 1241.40 18.61 1254.33 18.84 DXY (89.95)
568.77 305.71 Value Line-g 568.77 562.96 568.77 0.93 0.16 15.60 2.82 16.58 3.00
13440.47 6621.12 DJ US Small TSM13360.42 13143.91 13248.67 –171.70 –1.28 1985.77 17.63 1983.69 17.61
852.20 455.11 Barron's 400 852.20 844.10 852.19 0.37 0.04 116.10 15.77 119.97 16.38 -10
J F M A M J J A S O N D
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
M32 BARRON’S January 4, 2021

Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask
Coming Earnings
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Maturity Bid Asked Chg. Yld. Day Consensus Year
Automobiles DJUSAU 861.29 + 45.33 648.53 +5.56 [1] +304.82 [1] +304.82 [1] +57.66 861.29 134.39
Estimate Ago
Jan 05 '21 .... -0.01 -0.08 -0.01
Aluminum DJUSAL 78.74 + 3.72 10.03 +4.96 [2] +14.59 [66] +14.59 [66] –22.94 82.02 17.51 Jan 07 '21 0.03 0.02 -0.05 0.02 Continued from page 7 of the main section.
Nonferrous Metals DJUSNF 348.07 + 16.45 172.56 +4.96 [3] +98.32 [3] +98.32 [3] +11.13 354.89 71.03 Jan 12 '21 0.05 0.04 -0.04 0.04
Automobiles & Parts DJUSAP 1009.42 + 47.64 675.65 +4.95 [4] +202.43 [2] +202.43 [2] +40.25 1,009.42 195.90
TH
Jan 14 '21 0.05 0.04 -0.02 0.04
Consumer Finance DJUSSF 451.97 + 20.35 51.53 +4.72 [5] +12.87 [74] +12.87 [74] +19.77 451.97 256.58 Jan 19 '21 0.05 0.04 -0.03 0.04 Acuity Brands (Q1) 1.84 2.13
Recreational Svcs DJUSRQ 92.43 + 3.10 –58.25 +3.47 [6] –38.66 [136] –38.66 [136] –14.62 152.75 34.40 Jan 21 '21 0.05 0.04 -0.04 0.04 Conagra Brands (Q2) 0.73 0.63
Industrial Metals & Mining DJUSIM 242.85 + 7.97 51.19 +3.39 [7] +26.71 [27] +26.71 [27] –.93 244.53 88.40 Jan 26 '21 0.05 0.04 -0.04 0.04 Constellation Brands (Q3) 2.40 2.14
Water DJUSWU 3223.70+ 100.06 475.28 +3.20 [8] +17.29 [55] +17.29 [55] +15.16 3,379.72 2,090.23 Jan 28 '21 0.06 0.05 -0.03 0.05
Financial Serv Supersector DJUSFI 1370.37 + 42.20 174.24 +3.18 [9] +14.57 [67] +14.57 [67] +12.66 1,370.37 758.48
Micron Technology (Q1) 0.69 0.48
Feb 02 '21 0.06 0.05 -0.02 0.05
Walgreens Boots Alliance (Q1) 1.03 1.37

.
Financial Serv Sector DJUSGF 1536.01 + 47.30 195.08 +3.18 [10] +14.55 [68] +14.55 [68] +12.65 1,536.01 850.30 Feb 04 '21 0.06 0.05 -0.03 0.05
Hotel & Lodging REITs DJUSHL 75.91 + 2.23 –37.78 +3.03 [11] –33.23 [129] –33.23 [129] –15.22 112.02 36.21 Feb 09 '21 0.06 0.05 -0.02 0.05 WD-40 (Q1) 1.03 0.88

ly
Hotels DJUSLG 2203.07 + 64.68 –112.83 +3.02 [12] –4.87 [106] –4.87 [106] +2.83 2,330.23 1,026.45 Feb 11 '21 0.06 0.05 -0.02 0.05 (Earnings are diluted and report dates are tentative. All fore-
Publishing DJUSPB 518.85 + 14.69 79.75 +2.91 [13] +18.16 [53] +18.16 [53] +14.63 541.53 273.74 Feb 16 '21 0.07 0.06 -0.01 0.06 casts and historical numbers exclude extraordinary items by
Food Retailers & Whlslrs DJUSFD 620.86 + 17.17 98.21 +2.84 [14] +18.79 [50] +18.79 [50] +19.20 635.61 449.13 Feb 18 '21 0.07 0.06 -0.02 0.06 accounting definitions.)
Brdcst & Entertainment DJUSBC 1928.13 + 52.98 335.65 +2.83 [15] +21.08 [42] +21.08 [42] +14.35 1,928.13 1,033.87 Feb 23 '21 0.07 0.06 .... 0.06 Source: FactSet
Specialty Finance DJUSSP 413.85 + 10.86 84.95 +2.70 [16] +25.83 [31] +25.83 [31] +26.94 413.85 230.56 Feb 25 '21 0.07 0.06 -0.01 0.06

on
Electricity DJUSEU 298.88 + 7.44 –9.72 +2.55 [17] –3.15 [104] –3.15 [104] +6.03 336.48 213.09 Mar 04 '21 0.07 0.06 -0.01 0.06
Conventional Electricity DJUSVE 299.25 + 7.45 –9.73 +2.55 [18] –3.15 [105] –3.15 [105] +6.03 336.90 213.35 Mar 11 '21 0.08 0.07 -0.01 0.07
Media DJUSME 1289.57 + 30.41 227.02 +2.42 [19] +21.37 [41] +21.37 [41] +14.28 1,289.57 687.63 Mar 18 '21 0.08 0.07 -0.01 0.07 YEARLY HIGH/LOWS GOLD PRICES
Soft Drinks DJUSSD 811.72 + 18.82 46.48 +2.37 [20] +6.07 [86] +6.07 [86] +7.79 825.61 556.64 Mar 25 '21 0.08 0.07 -0.01 0.07
Net Change % Change and Ranking 52 Week Apr 01 '21 0.08 0.07 -0.01 0.07 The yearly Gold price; with a high/low range based on
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Apr 08 '21 0.08 0.07 -0.01 0.07 the daily close.

us ,
Automobiles DJUSAU 861.29 + 45.33 648.53 +5.56 [1] +304.82 [1] +304.82 [1] +57.66 861.29 134.39 Apr 15 '21 0.08 0.07 -0.01 0.07
Year High Date Low Date

l
Automobiles & Parts DJUSAP 1009.42 + 47.64 675.65 +4.95 [4] +202.43 [2] +202.43 [2] +40.25 1,009.42 195.90 Apr 22 '21 0.08 0.07 -0.02 0.07
Nonferrous Metals 348.07 + 16.45 172.56 +4.96 [3] +98.32 [3] +98.32 [3] +11.13 354.89 71.03 Apr 29 '21 0.08 0.07 .... 0.07 2020

e
DJUSNF 2067.15 Aug. 06 1474.25 Mar. 19

al a
Computer Hardware DJUSCR 6602.62 + 40.30 2,765.76 +.61 [84] +72.08 [4] +72.08 [4] +41.32 6,783.36 2,859.07 May 06 '21 0.09 0.08 .... 0.08
May 13 '21 0.08 0.07 -0.01 0.07
2019 1546.10 Sept. 04 1269.50 Apr. 23
Broadline Retailers DJUSRB 3305.94 + 73.15 1,285.79 +2.26 [24] +63.65 [5] +63.65 [5] +34.74 3,520.79 1,791.13
Technology Hardware & Equip DJUSTQ 3243.72 + 32.59 1,114.45 +1.01 [64] +52.34 [6] +52.34 [6] +30.19 3,263.99 1,580.41 May 20 '21 0.09 0.08 .... 0.08 2018 1354.95 Jan. 25 1178.40 Aug. 17
2017

ci on
Toys DJUSTY 1465.56 – 1.73 497.52 –.12 [111] +51.39 [7] +51.39 [7] +14.84 1,467.29 765.22 May 27 '21 0.08 0.07 -0.01 0.07 1346.25 Sept. 08 1151.00 Jan. 03
Delivery Svcs DJUSAF 1413.08 – 34.42 467.16 –2.38 [135] +49.39 [8] +49.39 [8] +8.37 1,498.78 666.48 Jun 03 '21 0.09 0.08 -0.01 0.08 2016 1366.25 July 06 1077.00 Jan . 05
Leisure Goods DJUSLE 967.63 – 4.35 318.07 –.45 [117] +48.97 [9] +48.97 [9] +14.75 971.98 491.25 Jun 10 '21 0.08 0.07 -0.01 0.07
2015 1295.75 Jan. 22 1049.40 Dec. 17
General Retailers DJUSGT 2270.87 + 31.37 717.06 +1.40 [54] +46.15 [10] +46.15 [10] +26.41 2,345.51 1,258.95 Jun 17 '21 0.09 0.08 -0.01 0.08
Jun 24 '21 0.09 0.08 -0.02 0.08 2014 1385.00 Mar. 14 1142.00 Nov. 05
Software DJUSSW 4431.93 – 40.99 1,388.23 –.92 [123] +45.61 [11] +45.61 [11] +34.74 4,516.74 2,522.55
Semiconductor DJUSSC 6248.84+ 101.11 1,935.39 +1.64 [42] +44.87 [12] +44.87 [12] +24.66 6,306.42 3,082.27 Jul 01 '21 0.09 0.08 .... 0.08 2013 1693.75 Jan. 02 1192.00 June 28
Retail DJUSRT 1974.74 + 28.95 581.34 +1.49 [48] +41.72 [13] +41.72 [13] +23.94 2,022.70 1,135.92 Jul 15 '21 0.09 0.08 .... 0.08 2012 1791.75 Oct. 04 1540.00 May 30
Aug 12 '21 0.09 0.08 .... 0.08

er s
Software & Computer Svcs DJUSSV 4127.01 – 22.96 1,209.05 –.55 [118] +41.43 [14] +41.43 [14] +26.14 4,174.03 2,332.65 2011 1895.00 Sept. 06 1319.00 Jan. 28
Sep 09 '21 0.09 0.08 .... 0.08
Internet DJUSNS 2715.77 – 2.94 793.41 –.11 [110] +41.27 [15] +41.27 [15] +19.60 2,773.26 1,473.18 2010 1421.00 Nov. 09 1058.00 Feb. 05
Oct 07 '21 0.09 0.08 .... 0.08
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Specialty Retailers DJUSRS 2432.51 + 29.86 687.12 +1.24 [59] +39.37 [16] +39.37 [16] +26.23 2,476.82 1,335.92
Nov 04 '21 0.10 0.09 .... 0.09 2009 1212.50 Dec. 02 810.00 Jan. 15
Financial Administration DJUSFA 834.09 – 5.30 230.57 –.63 [119] +38.20 [17] +38.20 [17] +27.13 845.53 410.40
Recreational Products DJUSRP 514.91 – 13.34 136.05 –2.52 [136] +35.91 [18] +35.91 [18]
m er +8.80 533.87 216.09
Dec 02 '21 0.10 0.09 0.01 0.09 2008 1011.25 Mar. 17 712.50 Oct. 24
Dec 30 '21 0.11 0.10 .... 0.10 2007 841.10 Nov. 08 608.40 Jan. 10
Footwear DJUSFT 2535.94 – 4.73 665.62 –.19 [113] +35.59 [19] +35.59 [19] +28.97 2,584.75 1,139.98
Medical Supplies DJUSMS 1258.19 + 4.14 322.46 +.33 [96] +34.46 [20] +34.46 [20] +12.66 1,258.19 662.77 2006 725.00 May 12 524.75 Jan. 05
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 NYSE HALF-HOURLY VOLUME 2005 536.50 Dec. 12 411.10 Feb. 08
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours.
2004 454.20 Dec. 02 375.00 May 10
m rp
Daily 12/28 12/29 12/30 12/31 1/1
2003 416.25 Dec. 30 319.90 Apr. 07
9:30-10:00 115,624 107,836 88,377 83,247 .... 2002 349.30 Dec. 27 277.75 Jan. 04
AMERICAN DEBT AND DEFICITS
10:00-10:30 55,077 52,760 37,885 31,685 .... 2001 293.25 Sept. 17 255.95 Apr. 02
Latest Preceding Year AgoYear over Year 10:30-11:00 39,629 36,683 33,264 27,541 .... 2000 312.70 Feb. 07 263.80 Oct. 27
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Report Report Report % Chg 11:00-11:30 28,611 30,563 28,660 24,256 .... 1999 325.50 Oct. 05 252.80 July 20
11:30-12:00 27,060 26,870 25,013 24,067 .... 1998 313.15 Apr. 24 273.40 Aug. 28
Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 ….
co o

12:00-12:30 25,680 25,527 22,320 22,467 ....


Budget Surplus/Deficit (bil. $)-b, November ................... –145.27 –284.07 –208.84 -30.44 12:30-1:00 23,412 26,138 23,912 19,740 ....
Trade Deficit (bil. $, sa)-c, October..................................... –63.12 r-62.08 –43.03 46.69 1:00-1:30 20,675 25,022 20,344 18,165 .... SELECTED INITIAL PUBLIC OFFERINGS
F

Treasury Gross Public Debt. (bil. $)-d ............................... 27,550.8 27,522.3 23,201.4 18.75 1:30-2:00 20,991 21,108 22,004 19,697 .... Initial Most
2:00-2:30 21,680 22,835 25,013 21,543 ....
Treasury Statutory Debt Limit (bil. $)-d............................. * 21,987.7 …. …. Ticker Offer IPO Recent %
2:30-3:00 23,701 24,360 24,625 21,754 ....
Consumer Installment Debt (bil. $)-e, October ............... 4,164.2 r4,157.0 4,163.5 0.02 Code Price Date Price Chg
3:00-3:30 30,572 31,103 27,851 29,241 ....
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury 3:30-4:00 301,382 293,390 311,625 463,027 .... MEDIROM Healthcare MRM 15.00 12/29 14.40 -4.0%
Statement, e-Monthly Federal Reserve Release.*Statutory debt limit temporarily suspended through July 31, 2021.

PULSE OF THE ECONOMY


Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg

No Activity for this Week


n-

Trade
Production
No Activity for this Week
Electric power, (mil. kw hrs) (EEI) .................................................. Dec 26 76,347 80,039 70,949 7.61
Inflation
Petroleum, related capacity, % ...................................................... Dec 25 79.4 78.0 94.5 –15.98
no

Rotary rigs running, U.S. & Can., (Hughes) .................................... Dec 31 410 430 881 –53.46 JOC–ECRI Industrial Price Index f .................................................. Dec 31 111.10 110.80 89.28 24.44
Steel, (thous. tons) ........................................................................ Dec 26 1,600 1,619 1,876 –14.71
Employment
Steel, rated capacity, % (AISI)........................................................ Dec 26 72.3 73.2 81.1 –10.85
Consumption and Distribution Initial jobless claims (thous.) ........................................................ Dec 26 787 r806 220 257.73
Continuing claims (mil.) ................................................................ Dec 19 5.219 r5.322 1.728 202.03
Instinet Research Redbook Avg. (monthly %) ................................ Dec 26 0.36 1.28 –2.58 ….
Baltic Dry Index ............................................................................. Dec 31 NA 1,366 907 …. Construction
Inventories
Home Price Index S&P Case–Shiller – Comp. 10 (SA) .................... Oct 248.58 r245.21 231.13 7.55
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Dec 25 493,469 499,534 429,896 14.79
Gasoline, (thous. bbls) .................................................................. Dec 25 236,562 237,754 242,472 –2.44 Other Indicators
Orders Citi Research Panic–Euphoria Reading .......................................... Jan 1 1.28 r1.43 0.13 ….
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
No Activity for this Week
January 4, 2021 BARRON’S M33

Market Laboratory
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
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For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

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Earnings - Related AllianzGIAI&Tech DanimerSciWt IonAcqn1Wt RomeoPowerWt CityOfficePfdA GoldenFalconAcqnUn PrimeImpactIWt WideOpenWest
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Company Date Time Earnings-Related Period
AllstatePfdG DaVita IngersollRand RoyceValue Cleveland-Cliffs GoldmanSachsPfC PrudentialNts2060 YucaipaAcqn
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Lamb Weston Holdings January 7 10:30AM Q2 AltimarAcqn Disney IntrepidPotash RyersonHolding NEW LOWS
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Source: CCBN, www.ccbn.com
AmerEagle DolbyLab JawsSpitfire SandbridgeAcqn BristolMyersRt DoorDash
M34 BARRON’S January 4, 2021

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 Thursday, December 31, 2020 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 2.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 4.75 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0009210 .0009090 1085.72 1100.07
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0054 .0053 185.2500 189.8400
Avg effective offer 0.09 0.09 1.55 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1215 .1209 8.2278 8.2698
Avg weekly auction-c 0.09 0.09 1.55 Switzerland (Franc) 1.1301 1.1241 .8849 .8896
4.90 1.10 Argentina (Peso)-y .0119 .0121 84.0981 82.7585 Taiwan (Dollar) .03560 .03567 28.090 28.036
T-Bills Rate Australia (Dollar) .7692 .7600 1.3001 1.3158 Thailand (Baht) .03329 .03323 30.040 30.090
CBOE

s
13 weeks, Coupon Yield 0.096 0.091 1.551 Bahrain (Dinar) 2.6522 2.6523 .3770 .3770 Turkey (New Lira)-d .1345 .1323 7.4370 7.5575
13 weeks, Auction Rate 0.095 0.090 1.520 4.00 0.95 Brazil (Real) .1925 .1917 5.1938 5.2168 .0353 .0351 28.3500 28.4500
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.101 0.091 1.599 Bulgaria (Lev) .6246 .6223 1.6011 1.6069

.
U.K. (Pound) 1.3665 1.3563 .7318 .7373
26 weeks, Auction Rate 0.100 0.090 1.560 Canada (Dollar) .7852 .7767 1.2736 1.2874 Uruguay (Peso) …… .. …… .. …… .. …… ..

ly
Avg weekly auction-c 0.09 0.08 1.55 Chile (Peso) .001407 .001399 710.50 714.80 Financial .02361 .02365 42.355 42.284
3.10 0.80 .1531 .1529 6.5327 6.5418 ----
Broker Call Rate China (Renminbi)
2.00 2.00 3.50 S&P 100 Euro 1.2215 1.2197 .8186 .8199
s Colombia (Peso) .0002922 .0002845 3422.00 3515.00
Bankers Acceptances Croatia (Kuna) .1618254 .1613346 6.18 6.20 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 0.12 0.12 1.65 2.20 0.65 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 0.15 0.15 1.85 Commercial rate .04657 .04660 21.472 21.457

on
2005. y-floating rate.
3 months 0.18 0.18 1.90 Denmark (Krone) .1642 .1640 6.0919 6.0987
6 months 0.20 0.20 1.88 1.30 0.50 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0635 .0643 15.7450 15.5640
Euro Libor Rate Hong Kong (Dollar) .1290 .1290 7.7529 7.7541
1 month -0.586 -0.597 -0.521 Hungary (Forint) .003367 .003368 297.02 296.91
3 months -0.566 -0.564 -0.410
0.40 0.35
J F M A M J J A S O N D Iceland (Krona) .007825 .007829 127.79 127.73 ARMS INDEX

us ,
6 months -0.533 -0.530 -0.372 India (Rupee) .01369 .01359 73.039 73.559
12 months -0.490 -0.485 -0.271 Source: CBOE
Indonesia (Rupiah) .0000712 .0000704 14050 14200

l
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3112 .3106 3.2130 3.2193
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in

e
Japan (Yen) .009679 .009662 103.31 103.50

al a
1 month 0.14 0.15 1.71 the index is the number of advancing stocks divided by the number of
3 months 0.24 0.24 1.87 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002373 .002383 421.36 419.64
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.2882 3.2747 .3041 .3054
6 months 0.26 0.27 1.89 High bullish readings in the Consensus stock index or in the .1251 .1251 7.9910 7.9915 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.34 0.34 1.96 Market Vane stock index usually are signs of Market tops; low

ci on
Malaysia (Ringgit)-b .2486 .2463 4.0225 4.0605 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 12/28 12/29 12/30 12/31 1/1
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 3.95 Floating rate .0503 .0503 19.8810 19.8821
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .7184 .7124 1.3920 1.4037 NYSE 1.33 .92 .94 1.25 ...
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1166 .1159 8.5783 8.6281 NYSE American .25 1.14 1.18 .45 ...
Switzerland 0.00 0.00 0.50 Consensus Bullish Sentiment 69% 70% 71% Oman (Rial) 2.5974 2.5979 .3850 .3849 Nasdaq .67 .57 .62 .99 ...
Britain 0.10 0.10 0.75 Pakistan (Rupee) .00624 .00624 160.375 160.312
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Philippines (Peso) .02083 .02081 48.014 48.045

er s
Historical data available at (816) 373-3700. editor@consensus-inc.com
Other Money Rates Poland (Zloty) .2679 .2704 3.7331 3.6979
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2746 .2747 3.6413 3.6410 BARRON'S GOLD MINING INDEX
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

30-Year Fixed Conv 1.91 1.92 3.22 Bullish 46.1% 43.6% 43.4% Russia (Ruble)-a .01351 .01350 74.023 74.060
Bearish 26.8 22.0 26.3 12-Month Year Week %
Bank money market-z
Interest Checking-z
0.09
0.05
0.09
0.05
0.21
0.07
m er
Neutral 27.1 34.4 30.3
Saudi Arabia (Riyal)
Singapore (Dollar)
.2665
.7568
.2665
.7524
3.7517
1.3213
3.7524
1.3290
High Low 12/31 12/24 Ago Chg.
6-Month Certif-z 0.16 0.16 0.52 Source: American Association of Individual Investors, South Africa (Rand) .0681 .0685 14.6948 14.5995 931.99 391.56 Gold mining 930.80 911.70 603.47 +2.09
12-Month Certif-z 0.22 0.22 0.76 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.24 0.24 0.81 Market Vane
5-Year Certificates-z 0.37 0.38 1.14 Bullish Consensus 52% 51% 52%
FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
m rp
U.S. Savings EE Bonds: Source: Market Vane, P.O. Box 90490,
Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Year
Prev. Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Handy & Harman 12/30 12/23 Ago
Member Bank Latest Week Ago
the Federal Reserve on a weekly average basis. Indicator 43.6% 43.6% 50.6% Gold, troy ounce 1887.60 1875.00 1523.00
Reserve Chgs. (Mil. $) Week Change Change
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 26.30 25.58 17.92
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Factset. z-Bankrate.com. One week ended Dec 30:


New York, NY 10019 (844) 207-1445. timsupport@timgroup.com Base for pricing gold and silver contents of shipments and for
making refining settlement.
U.S. Gov't securities:
co o

Price Premium Premium


Bought outright 6,757,661 + 388 +3,017,726 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1965.50 75.60 4.00
Maple Leaf 1984.40 94.50 5.00
F

Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... ....
Week Week Week Week Week Week Mexican Peso 2286.65 8.00 0.35
Reserve bank credit: Austria Crown 1855.48 3.00 0.16
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 1,785 -360 + 1,770 Austria Phil 1984.40 94.50 5.00
Corporate (z) 40 1,360 2,074 general obligation municipal bonds.) U.S. Eagles 1984.40 94.50 5.00
Secondary Credit .... .... ....
Municipal (z) 121 r562 92 2.12 2.12
2.73 Premium is the amount over the value of the gold content in the
Seasonal Credit .... .... -11
Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 coin. Source Manfra, Tordella & Brookes, Inc.
Float -192 -69 + 278 Bullion spot gold price 1889.90
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 36,816 + 1,420 + 12,308
1.29 1.32 2.61 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 7,350,410 + 4,827 +3,229,014
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.46 3.46 3.62 Gold stock 11,041 .... ....

2.62 2.66 3.43 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... Golden Year: Pandemic. Politics. Stock
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,521 + 14 + 450 prices. At $1,888 an ounce, gold was up
Confidence Index (High-grade index divided by inter-
n-

mediate-grade index; decline in latter vs. former generally +.64 +.63 –.39 Total 7,439,411 + 4,823 +3,231,001
0.7% for the week and 24% for the year.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,081,540 + 10,130 + 275,660
49.1 49.4 76.2 Treas. Cash Hldgs 30 -1 -141 90
Corp Bonds, (y) 1.93 1.99 2.80
Other Confidence Indicators: Treas. Fed Deposits 1,591,055 -11,352 +1,208,502 Barron's Gold Mining Index (930.8)
v-Week ended Wednesday. y-Yield to maturity, week ended 75
no

Wednesday. z-Source: Refinitiv.*Barclays T-Bond Index discontin- Foreign Fed Deposits 21,830 + 4 + 16,648
Bloomberg Barclays US Long Treasury*(This

s
ued by firm. Other Fed Deposits 253,372 + 18,827 + 185,304 60
index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) MONEY SUPPLY Other FR liab/cap 50,412 -762 + 5,511
45
4724.63 4703.39 4092.58 Total factors 4,317,254 + 25,706 +1,724,691
Money Supply (Bil. $) Latest Prev. Yr. Ago YOY % Chg Reserves F.R. banks 3,122,156 -20,885 +1,506,310 30
Bloomberg Barclays US Credit (This index Week ended December 21
includes all publicly issued, fixed-rate, non-convertible, invest- 3,490,578 -8,513 + 92,377 s
M1 (seas. adjusted) 6,667.2 r6,742.2 4,034.6 65.25 Fgn hold U.S. debt 15
ment-grade, dollar-denominated, SEC-registered corporate M1 (not adjusted) 6,800.6 r6,540.8 4,130.2 64.66
M2 (seas. adjusted) 19,197.0 19,299.0 15,424.4 24.46 Reserve Aggr (Mil. $) Latest Prev. Month % Year Handy & Harman Gold Price
debt. All issues have at least one year to maturity and outstand- 0
M2 (not adjusted) 19,417.3 r19,356.7 15,526.4 25.06
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) Month ended November
Month Ended November: Month Month Chg. Ago
-15
3381.67 3365.32 3093.99 M1 Mult. Replacement (St. Louis Fed) 1.177 1.124 1.180 -0.25 Total Reserves: 3,034,700 2,876,600 5.50 1,595,200
Ryan Labs Treasury Index (Index of total return from Monthly Money Supply Nonborrowed Res 2,968,100 2,802,600 5.91 1,595,200 -30
active Treasury notes and bonds. Dec. 31, 1996=100.) Month ended November Borrowed Reserves 66,598 74,059 -10.07 26 J F M A M J J A S O N D
M1 (seas. adjusted) r6,047.6 5,580.5 3,964.2 52.56
329.03 327.99 299.36 M2 (seas. adjusted) r19,085.8 r18,812.1 15,326.6 24.53 Monetary Base 5,093,100 4,917,200 3.58 3,315,600
January 4, 2021 BARRON’S M35

Market Laboratory
Top 5 Insider Purchases by Company in 2020 WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Number of Number of Avg.
Company Symbol Insiders Shares $ Value Price This list includes payouts on common stocks. This list includes payouts on common stocks.
York Water ...................................................... YORW 41 2,533 108,480 $ 42.83 NYSE NYSE
Century Bancorp ............................................ CNBKA 26 31,348 2,313,592 $ 73.80
First Financial Bancorp .................................. FFBC 20 10,889 161,631 $ 14.84 Monday Unifirst .25 Thursday Tuesday Thursday Friday
Walmart .54 (January 5) (January 7) (January 8)
(January 4) (January 7)
German American Bancorp ........................... GABC 17 5,778 175,256 $ 30.33 ADT .035 Tuesday Belden .05 Banco Bradesco Ord .003 American Express .43 AT & T .52
Simply Good Foods ....................................... SMPL 14 339,012 6,409,391 $ 18.91 Advance Auto Parts .25 (January 5) Independence Holding .22 JPMorgan Chase .90 Brady Cl A .22 Hormel Foods .245
Albemarle .385 Best Buy .55 Intl Flavors & Fragrances .77 New York Times .06 Campbell Soup .37 Lincoln National .42
Culp .11
Top 5 Insider Sales by Company in 2020 Allstate .54 Broadridge Finl Sol .575 Kennedy-Wilson Hldgs .22 Wednesday Darden Restaurants .37
OGE Energy .403
Manchester United Cl A .09 Universal Corp .77
Avangrid .44 Byline Bancorp .03 (January 6)
Number of Number of Avg. General Mills .51 Waddell & Reed Financial.25
Banc of California .06 Chesapeake Utilities .44 ProAssurance .05 ABM Industries .19
Company Symbol Insiders Shares $ Value Price

.
Globe Life .188
Banco Sant Brasil ADR .04 CONMED .20 VICI Properties .33 Ennis .225
Masco Corp .14
Saturday
Salesforce.Com ............................................. CRM 104 2,462,650 506,503,285 $ 205.67 Banco Sant Brasil ADR .052 Friday Ethan Allen .25 Mastercard (January 9) NONE

ly
Graphic Packaging .075 .44
Crowdstrike .................................................... CRWD 74 6,430,413 590,210,163 $ 91.78 BancorpSouth Bank .19 Hartford Financial .325
(January 8)
Heico Cl A .08 Owens Corning .26 Sunday
Datadog .......................................................... DDOG 71 10,972,998 806,036,147 $ 73.46 Baxter International .245 Heico Corp .08 Progressive Corp .10
Heritage Insurance .06
Albany Intl .20 (January 10) NONE
Brown-Forman Cl A .179 Kadant .24 Progressive Corp
Zoom Video Communications ....................... ZM 44 2,482,664 363,867,703 $ 146.56 Kimberly-Clark 1.07
Avient .213
Oracle .24 Roper Technologies
4.50
Monday
Brown-Forman Cl B .179 .562
Coupa Software .............................................. COUP 37 763,982 177,731,511 $ 232.64 Myers Industries .135
Chubb .78
Simpson Manufacturing .23 Sysco .45
(January 11)
Crescent Point Energy .002

on
PulteGroup Cosan Cl A
.14 1.023 Trinseo S.A. .08 Toll Brothers Banco Sant Brasil ADR .034
First Horizon .15 .11
Restaurant Brands Intl Covanta Holding
.52 .08 Wabash National .08 Verizon Comm Macquarie Infrastruct 11.00
STOCK SPLITS/DIVIDENDS Genuine Parts .79 Spire Eastman Chemical
.65 .69
.627
MSC Industrial Direct .75
Guess .112 World Fuel Services Flowserve
.10 .20 Navios Marit Acq .05
Record Ex-Dividend Payment H & R Block .26
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Macquarie Infrastruct 11.00
McKesson .42 Wednesday Merck .65
NASDAQ
NONE New Jersey Resources .333 (January 6) North Amer Construct .031
Tuesday Thursday Mid Penn Bancorp .05

us ,
NewMarket 1.90 Air Lease .16 Turning Point Brands .05 Shoe Carnival .09
PPL Corp .415 American Vanguard .02 Xinyuan Real Estate (January 5) (January 7)

l
.025 Waterstone Fincl .20
SPECIAL DIVIDENDS Prosperity Bancshares .49 Amphenol Cl A .29 Comcast Cl A .23 First Financial Indiana .53
Saturday Saturday

e
al a
Record Ex-Dividend Payment Regions Financial .155 Caleres .07 Extended Stay America .35 Gentex .12
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Spirit AeroSystems Cl A .01 Edgewell Personal Care .15 (January 9) NONE First Bancorp .31 Horizon Bancorp .12 (January 9)

Banco Sant Brasil ADR-BSBR (NYSE)................................................ 0.03 1-12 1-11 2-11 Synovus Financial .33 Hewlett Packard Ent .12 Sunday Hurco Cos .13 Keurig Dr Pepper .15 NONE
TEGNA .07 HP .194 (January 10) Territorial Bancorp .10 Landstar System 2.00 Sunday

ci on
Gilat Satellite Networks-GILT (Nasdaq) ............................................. 0.63 1-11 1-08 1-20 TELUS Corp. .239 Tootsie Roll Indus .09 NONE NetApp .48 (January 10)
Glacier Bancorp-GBCI (Nasdaq).......................................................... 0.15 1-08 1-07 1-19 Wednesday Royal Gold .30 NONE
Macquarie Infrastructure-MIC (NYSE) .............................................. 11.00 1-05 1-11 1-08 NASDAQ (January 6)
Ingles Markets Cl A .165 Friday Monday
Territorial Bancorp-TBNK (Nasdaq).................................................... 0.10 1-06 1-05 1-20
Monday Meridian Bancorp .08 PepsiCo 1.023
Preferred Bank LA .30 (January 8) (January 11) NONE
Nordson .39 QAD Cl A .072 Intuit .59
(January 4)
DIVIDEND PAYMENT REDUCTIONS CH Robinson Worldwide .51
NXP Semiconductors .375 QAD Cl B .06
NYSE American

er s
Omega Flex .28 SEI Investments .37
Adjusted % Record Ex-Div Payment Chemung Financial .26
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Elbit Systems .44
Simmons First Natl Cl A .17
Friday Tuesday Thursday Saturday
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

STRATS Tr Allstate 2006-3-GJT (NYSE).............. 1.5 M .018458 .018771 -1.7 % 12-31 12-30 1-04 Financial Institutions .26
Smith & Wesson Brands.05 (January 5) (January 7) (January 9)
(January 8)
.13 NONE
m er First Citizens Bcshs Cl A .47
Utah Medical Products .285
Utd Community Banks .18
Alico .18
NONE
Wednesday
Acme United
Friedman Industries .02 Sunday
First Fincl Bankshares .13
DIVIDEND PAYMENT BOOSTS ATN International .17 Friday (January 10) NONE
Flexsteel Industries .10 Wednesday (January 6)
Adjusted % Record Ex-Div Payment
Bank of Commerce Hldgs.06
NONE (January 8) Monday
Huntington Bancshares .15 (January 6) CyrusOne .51
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Gold Resource .003 (January 11) NONE
Meta Financial Group .05 Churchill Downs .622
Gold Resource-GORO (NYSE AMER ) ..................... 1.4 M .003333 .003059 9.0 1-11 1-08 1-25 Dentsply Sirona .10
m rp
Popular Inc. .40 Lam Research 1.30
Invesco Mortgage Cap-IVR (NYSE)....................... 9.4 Q .08 .05 60.0 1-12 1-11 1-26 Franchise Group .375
Transalta Corp-TAC (NYSE).................................... 1.7 Q .035 .032618 7.3 3-01 2-26 4-01 Trustco Bank .068 Paccar .70 NEW LISTINGS
Independent Bank .46
UMB Financial .32 QCR Holdings .06
ServisFirst Bancshares .20 NYSE & NYSE American
United Bankshares .35 Seagate Technology .67
Washington Trust Banc .52
DOW JONES AVERAGES-December 2020 Universal Logistics .105 Thursday None
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Valley National Bancorp .11 Saturday


30 Industrials 20 Transport Cos 15 Utilities Sales Corp (January 7) Nasdaq
High Low Close High Low Close High Low Close –000– Bonds ViacomCBS Cl A .24 (January 9)
co o

ViacomCBS Cl B .24
Amkor Technology .04
NONE
ImmunoPrecise Antibodies (IPA)
1 30261.75 29660.02 29823.92 12751.17 12441.99 12493.74 880.53 863.92 868.25 1,044,952 476.03 Bank7 .11
MEDIROM Healthcare Technologies (MRM)
2 30119.67 29409.80 29883.79 12649.83 12347.79 12546.54 876.69 857.45 874.66 997,182 474.78 Tuesday FirstService .165 Sunday
3 30260.50 29690.25 29969.52 12791.88 12479.74 12586.82 876.80 860.80 866.89 973,220 476.83 (January 5) Hamilton Lane Cl A .312 (January 10)
F

4 30392.81 29844.41 30218.26 12846.72 12563.44 12742.08 872.32 848.81 856.13 975,029 474.17 Altra Industrial Motion .06 McAfee .087 NONE TRADING SUSPENDED
7 30319.68 29841.39 30069.79 12835.24 12604.82 12725.21 865.06 851.29 859.85 926,313 475.70
8 30340.01 29830.63 30173.88 12874.98 12635.95 12777.05 864.16 850.00 858.36 908,967 474.90 NYSE American NYSE
9 30473.51 29831.48 30068.81 12978.39 12667.35 12803.02 862.30 849.53 856.76 1,053,547 472.90 Monday Wednesday Friday CONSOL Coal Resources (CCR)
10 30231.88 29742.13 29999.26 12821.57 12517.06 12689.17 861.06 847.67 854.06 965,548 474.61 (January 4) (January 6) (January 8) NONE
LINE (LN)
11 30215.69 29665.35 30046.37 12786.76 12522.82 12672.38 858.86 847.95 855.10 908,986 474.93 NONE NONE Saturday
14 30503.38 29787.37 29861.55 12856.06 12367.07 12382.97 870.52 851.98 852.81 1,030,305 474.97 Taubman Centers (TCO)
Tuesday Thursday (January 9) NONE
15 30338.76 29792.61 30199.31 12588.49 12306.71 12486.18 874.81 853.49 871.54 921,626 474.84 (January 5) (January 7) Sunday NYSE American
16 30413.01 29938.57 30154.54 12604.36 12378.46 12497.95 878.77 858.34 859.59 948,726 475.19 NONE NONE (January 10) NONE
Goldfield (GV)
17 30484.70 30078.41 30303.37 12714.49 12438.20 12639.18 875.74 860.90 866.78 958,598 475.22
18 30508.32 29919.72 30179.05 12679.16 12408.60 12566.07 872.34 852.69 857.26 3,104,831 475.07 Nasdaq
21 30387.06 29614.06 30216.45 12571.56 12270.22 12485.53 852.70 834.71 844.96 1,144,664 474.88 NAME CHANGES HD Supply Holdings (HDS)
22 30367.06 29850.66 30015.51 12579.68 12367.04 12459.81 847.84 837.30 842.22 909,071 475.89 PDL BioPharma (PDLI)
n-

NYSE
23 30453.05 29979.79 30129.83 12664.05 12406.62 12516.57 854.25 839.40 840.18 812,452 475.06
24 30344.62 30001.27 30199.87 12598.66 12399.05 12522.92 846.94 836.74 845.97 381,427 475.98 Danimer Scientific (DNMR), formerly Live Oak Acquisition
28 30666.16 30180.30 30403.97 12691.27 12472.02 12524.02 856.79 845.17 849.55 734,094 476.43 (LOAK) THE STATISTICAL RECORD
29 30714.72 30180.86 30335.67 12622.09 12366.86 12429.48 857.31 845.72 848.89 724,195 476.87 Lument Finance Trust (LFT), formerly Hunt Companies
30 30662.84 30256.52 30409.56 12553.31 12372.96 12459.23 856.07 846.28 850.59 690,893 477.65 Monthly Dow Comparison
Finance Trust (HCFT)
no

December November December


31 30702.48 30206.81 30606.48 12570.83 12370.61 12506.93 865.46 848.31 864.64 806,430 478.46
Romeo Power (RMO), formerly RMG Acquisition (RMG) 2020 2020 2019
High 30606.48 High 12803.02 High 874.66 High 478.46
Low 29823.92 Low 12382.97 Low 840.18 Low 472.90 Rush Street Interactive (RSI), formerly dMY Technology Price of 30 Indus 30148.58 29124.04 28167.01
Group (DMYT) Price of 20 Trans 12568.77 12095.65 10779.33
Nasdaq Price of 15 Util 856.59 888.60 863.54
MONTHLY DOW JONES INDUSTRIAL AVERAGE Best-Grade Bond Yield 1.34 1.44 2.67
Year First Closing Closing Close Avg Last Avg. Avg. Celyad Oncology (CYAD), formerly Celyad
Month Closing High Low Mean Close Chg. % Chg. P/E Yield Clene (CLNN), formerly Tottenham Acquisition I (TOTA) Monthly Range of Averages
Enveric Biosciences (ENVB), formerly Ameri Holdings (a)Shares
2020
(f)High (f)Low traded
Dec 29823.92 30606.48 29823.92 30148.58 30606.48 + 967.84 + 3.27 29.57 1.96 (AMRH)
Nov 26925.05 30046.24 26925.05 29124.04 29638.64 + 3137.04 + 11.84 28.93 2.02 30 Indus 30606.48 29823.92 8,160,897.8
Oct 27816.90 28837.52 26501.60 28005.11 26501.60 – 1280.10 – 4.61 26.63 2.11
Golden Nugget Online Gaming (GNOG), formerly Landcadia
20 Trans 12803.02 12382.97 3,371,796.5
Sept 28645.66 29100.50 26763.13 27733.40 27781.70 – 648.35 – 2.28 26.00 2.11 Holdings II (LCA)
Aug 26664.40 28653.87 26664.40 27821.37 28430.05 + 2001.73 + 7.57 26.97 2.20 Great Elm Group (GEG), formerly Great Elm Capital Group 15 Util 874.66 840.18 1,053,516.4
July 25734.97 27005.84 25706.09 26385.83 26428.32 + 615.44 + 2.38 22.84 2.34 (GEC) 65 Stocks 10108.71 9916.33 12,586,210.7
June 25475.02 27572.44 25015.55 26062.27 25812.88 + 429.77 + 1.69 21.69 2.47 (a) 000 omitted. (f) High and low for month of daily closing
May 23723.69 25548.27 23247.97 24271.02 25383.11 + 1037.39 + 4.26 20.22 2.73 Xiaobai Maimai (HX), formerly Hexindai averages..
X W L C 10 11 12 H G R P 4 8 3 F A D 6 7 9 0 I
M36 BARRON’S January 4, 2021

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To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

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