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ENERGY ROUNDTABLE: 10 PICKS IN A TOUGH MARKET • PAGE 18

VOL. C NO. 18 MAY 4, 2020 $5.00

The Social Distance


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INSIDE THE HUNT Consumers


FOR COVID-19 DRUGS
PAGE 14 Won’t Come
Racing Back.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

THE NEW ALLURE OF


DIVIDEND-GROWTH FUNDS
6 FEET Here’s Where
PAGE 32
Fear Will—
and Won’t—
BIG TECH STICKS
TO BUYBACKS Be Slow to Fade
PAGES 12, 33 PAGES 28, 30, M1

>

Economy
63142
2 BARRON’S May 4, 2020

Add Diversification
while investing in stocks
Investing in stocks through Sector SPDRs allows you to invest in just the pieces of the S&P 500 you like, while reducing

single stock risk. These ETFs combine the diversification of a mutual fund, the all-day tradability of stocks and the

tracking of an index with transparency and liquidity.


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May 4, 2020 BARRON’S 3

XLK TECHNOLOGY Sector SPDR ETF Top 10 Holdings*


Company Name

Microsoft
Symbol

MSFT
Weight

22.04%

Apple AAPL 19.46%

Visa A V 5.05%

Intel INTC 4.31%

Mastercard A MA 3.93%

Cisco Systems CSCO 3.06%

Nvidia NVDA 2.96%

Adobe ADBE 2.82%

Salesforce.com CRM 2.34%

PayPal PYPL 2.06%


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*Components and weightings as of 3/31/20. Please see website for daily updates. Holdings subject to change.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF

An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other
information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected
by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks
that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market
value of all domestic common stocks. Investors cannot invest directly in an index. The S&P 500 Index figures do not reflect any fees, expenses or taxes. Ordinary brokerage commissions apply. ETFs are considered
transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level of trading activity.

Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including possible loss of principal. Funds
focusing on a single sector generally experience greater volatility. Diversification does not eliminate the risk of experiencing investment losses.

ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
C O NT EN TS 05.04.20 VOL.C NO.18

P. 9 P. 18 P. 34

Up & Down Wall Street: Economy: Reasons to


Thank the Fed Glimmers of Hope for Oil Bet on Rising Inflation
With such aggressive monetary Our 2020 Energy Roundtable panelists expect oil and gas prices to rebound over the next By MATTHEW C. KLEIN
and fiscal stimulus programs, it’s year or so as economic activity resumes. Meanwhile, steps taken by companies such as
no wonder stocks have been able Chevron and Valero are likely to pay off down the road. By LAUREN R. RUBLIN P. 35
to brush off dismal economic data.
By RANDALL W. FORSYTH Energy Select Sector SPDR (XLE) Brent Crude Oil WTI Crude Oil
Funds: Low-Volatility
$75
ETFs Disappoint
P. 14 By EVIE LIU

Safety First? Maybe P. M1


Not for Covid Drugs.
The FDA and others face tough 50
Trader: May Gets Off
decisions over how much risk to on the Wrong Foot
take to rush approval of potential By BEN LEVISOHN
Covid-19 vaccines and treatments.
By JOSH NATHAN-KAZIS P. M4
25

P. 16
Euro Trader: Sodexo
Looks Unappetizing
Grab One of the Best By RUPERT STEINER
Seats at MSG
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0
The recent spinoff of Madison P. M4
Square Garden’s sports teams from
its venues creates two worthy plays
Emerging Markets:
on an eventual return to normalcy. Argentina Is Too Risky
By NICHOLAS JASINSKI -25 By CRAIG MELLOW

P. 17 P. M5
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Beware the Sales Pitch Striking Price: Sinking


From Carvana Bulls -50
Your Teeth Into Tyson
January 2020 February March April May
Those who think of the company By STEVEN M. SEARS
as the Amazon.com of used-car Source: Bloomberg

sales have driven its stock to a rich P. M6


valuation. Best to steer clear.
By BILL ALPERT
Commodities: The U.S.
Has Limited Power to
P. 25 Index
Review & Preview
P. 6
P. 12
THE SOCIAL-DISTANCE P. 11 Stabilize Oil Prices
ECONOMY
10 High-Yield Energy Mailbag P. 35 Streetwise: It Isn’t Easy By MYRA P. SAEFONG

Bonds Worth a Look


Inside Scoop
Charting the Market P. M8
P. M7
Consumers Are Key to to Stay the Course
Occidental and other companies Market View P. M9 an Economic Recovery By JACK HOUGH
Barron’s Roundtable
Winners & Losers P. M10
have debt yields above 8%, making Many businesses will need to
them an attractive alternative to
Research Reports P. M11
adapt to what could be long-term P. 32 on Fox Business
beaten-up oil and gas stocks. changes in spending behavior once Tune in to our weekly TV show
By ANDREW BARY consumers emerge from lockdown.
Income Investing: Friday at 10 p.m. or 11:30 p.m. ET;
By RESHMA KAPADIA, P. 28 Dividend-Growth Saturday at 10 a.m. or 11:30 a.m.;
P. 27 © 2020 Dow Jones & Company,
Inc. All Rights Reserved.
Funds Hold Up Well or Sunday at 7 a.m., 10 a.m., or
Lockdown Limbo for Our newspapers are 100% sourced
Retail Stocks to Add to By LAWRENCE C. STRAUSS 11:30 a.m. This week, an interview
with John Browne, former CEO of
Disgruntled Investors from sustainable certified mills.

BARRON’S (USPS 044-700) (ISSN


Your Shopping List P. 33 BP, on the outlook for energy
Finra’s suspension of in-person Q&A: Retail analyst Dana Telsey prices. Plus, Dan Wiener, co-
Tech Trader: Big Tech’s
1077-8039) Published every
Monday. Editorial and Publication
arbitration hearings puts investors Headquarters: 1211 Avenue of expects brands such as Lululemon, founder of Adviser Investments,
who have grievances against their
the Americas, New York, N.Y.
10036. Periodicals postage paid at
Chicopee, MA and other mailing
Estée Lauder, and Ulta to thrive Five Takeaways provides insights on the market
brokers at a disadvantage. offices. Postmaster: Send once the pandemic passes. By ERIC J. SAVITZ and expectations for investment
address changes to Barron’s, 200
By SUSAN ANTILLA Burnett Rd., Chicopee, MA 01020 By RESHMA KAPADIA, P. 30 returns over the coming years.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
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May 4, 2020
BARRON’S
5
6 BARRON’S May 4, 2020

I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
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 Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 13 General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Johnson Controls International . . . . . . . . . . . M3 Madison Square Garden Sports . . . . . . . . . . . . 16
Adidas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . 32 Magellan Midstream Partners . . . . . . . . . . . . . 25
Advance Auto Parts . . . . . . . . . . . . . . . . . . . . . . . . 29 Gilead Sciences . . . . . . . . . . . . . . . . . 9,11,12,14,M8 Manchester United . . . . . . . . . . . . . . . . . . . . . . . . 16
Advanced Micro Devices . . . . . . . . . . . . . . . . . . M8 GlaxoSmithKline . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 K Kimberly-Clark . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Marathon Oil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Alexion Pharmaceuticals . . . . . . . . . . . . . . . . . . . 13 Group 1 Automotive . . . . . . . . . . . . . . . . . . . . . . . . 17 Kroger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Marathon Petroleum . . . . . . . . . . . . . . . . . . . . . . . 13
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Marriott International . . . . . . . . . . . . . . . . . . . . . 32
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12,31 H Harley-Davidson . . . . . . . . . . . . . . . . . . . . . . . 12,M8 L Lberty Braves Group . . . . . . . . . . . . . . . . . . . . . . 16 Martin Marietta Materials . . . . . . . . . . . . . . . . . 13
AMC Entertainment . . . . . . . . . . . . . . . . . . . . . . M8 Hess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 L Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Mastercard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
American Airlines Group . . . . . . . . . . . . . . . . . . . . 9 Hilton Worldwide Holdings . . . . . . . . . . . . . . 13,32 Levi Strauss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 McDonald's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29,32
American Express . . . . . . . . . . . . . . . . . . . . 12,13,28 H&M Hennes & Mauritz . . . . . . . . . . . . . . . . . . . 31 Loews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Ameriprise Financial . . . . . . . . . . . . . . . . . . . . . . . 13 HP Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3 Lululemon Athletica . . . . . . . . . . . . . . . . . . . . . . . 31 Michaels Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,32 HSBC Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 LVMH Moet Hennessy Louis Vuitton . . . . . . 31 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12,32
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Mondelez International . . . . . . . . . . . . . . . . . . 13,29
AutoNation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 J Jack in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 M Macy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28,31
AutoZone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 J.M. Smucker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Madison Square Garden Entertainment . . . . 16 N NetApp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
B Becton Dickinson . . . . . . . . . . . . . . . . . . . . . . . 13,32 Newmont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 25 News Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
BHP Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Nielsen Holdings . . . . . . . . . . . . . . . . . . . . . . . . . M7
Big Lots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,12,M2 Noble Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
BorgWarner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Nordstrom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
BP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Brinker International . . . . . . . . . . . . . . . . . . . . . M8 O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . 25
Bristol-Myers Squibb . . . . . . . . . . . . . . . . . . . . . . 13 Okta . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Broadridge Financial Solutions . . . . . . . . . . . . . 13 Rupert Murdoch Executive Chairman, News Corp
Robert Thomson CEO, News Corp William Lewis CEO, Dow Jones
Ollie's Bargain Outlet Holdings . . . . . . . . . . . . 29
C Canadian Natural Resources . . . . . . . . . . . . . . . 22 P Parsley Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
PUBLISHER, BARRON’S GROUP Almar Latour
Capricor Therapeutics . . . . . . . . . . . . . . . . . . . . M8 Party City . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
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Capri Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 DEPUTY PUBLISHER, BARRON’S GROUP Daniel Bernard


PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
CarMax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ASSOCIATE PUBLISHERS, BARRON’S GROUP Mae M. Cheng, Dan Shar
Penn National Gaming . . . . . . . . . . . . . . . . . . . . M7
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 MANAGING EDITORS, BARRON’S GROUP Duncan Mavin, Dave Pettit Phillips 66 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Carrier Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 HEAD OF INTERNATIONAL, BARRON’S GROUP Francesco Guerrera Plains All American Pipeline . . . . . . . . . . . . . . . 22
Carvana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Procter & Gamble . . . . . . . . . . . . . . . . . . . . . . . . . 32
Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Cenovus Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Q Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M11
Cheniere Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,26 DEPUTY EDITOR Alex Eule
Ben LevisohnDEPUTY EDITOR
R Range Resources . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Chipotle Mexican Grill . . . . . . . . . . . . . . . . . . . . . 12 EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
Regeneron Pharmaceuticals . . . . . . . . . . . . . . . . 13
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Royal Dutch Shell . . . . . . . . . . . . . . . . 10,19,26,M8


Compass Diversified Holdings . . . . . . . . . . . . M4
MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane
Comstock Resources . . . . . . . . . . . . . . . . . . . . . . . 26 S Sanofi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
MANAGING EDITOR, ENTERPRISE Brian Hershberg
ConocoPhillips . . . . . . . . . . . . . . . . . . . . . 10,20,22,26 Schlumberger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Consolidated Edison . . . . . . . . . . . . . . . . . . . . . . . 13 ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat Simon Property Group . . . . . . . . . . . . . . . . . . . . M8
Continental Resources . . . . . . . . . . . . . . . . . . . . . 26 Slack Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 11
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . 13,31 ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Eric J. Savitz
SmileDirectClub . . . . . . . . . . . . . . . . . . . . . . . . . . M8
CVS Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Sodexo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
SENIOR WRITERS Bill Alpert, Daren Fonda, Reshma Kapadia, Matthew C. Klein, Leslie P. Norton,
CyrusOne . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M11 Southwestern Energy . . . . . . . . . . . . . . . . . . . . . . 25
Al Root, Avi Salzman, Alexandra Scaggs, Lawrence C. Strauss
Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
D Danaher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 REPORTERS Lisa Beilfuss, Carleton English, Nicholas Jasinski, Evie Liu, Syndax Pharmaceuticals . . . . . . . . . . . . . . . . . . M8
Darden Restaurants . . . . . . . . . . . . . . . . . . . . . . M7 Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Ben Walsh
Deckers Outdoor . . . . . . . . . . . . . . . . . . . . . . . . . . .31 T Tapestry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Delta Air Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 STORY EDITORS Henry Cutter, Ed Lin, Erin McCarthy Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29,31
Devon Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 TJX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman
Diamond Offshore Drilling . . . . . . . . . . . . . . . . . 12 Tyson Foods . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,M5
Dollar General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 EDITOR AT LARGE Jack Otter
Dollar Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 U Ulta Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Domino's Pizza . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 AUDIO PRODUCER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen
United Parcel Service . . . . . . . . . . . . . . . . . . . . . . 12
DuPont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 DESIGN DIRECTOR Chris Mihal ART DIRECTORS Robert Connolly, Sue Ng
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITOR Nicole Silver V Valero Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
E Electronic Arts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Verizon Communications . . . . . . . . . . . . . . . . . . . 32
Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam VF Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Embraer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Enterprise Products Partners . . . . . . . . . . . . . . 25 STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
EOG Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 MANAGER, ADVERTISING SERVICESJames H. Balmer ASSOCIATE MANAGER Ward S. McGuiness Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
EQT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
Estee Lauder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Wendy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19,26 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Sterling T. Shea Western Digital . . . . . . . . . . . . . . . . . . . . . . . . . . . M8
Barron’s is a trademark of Dow Jones and its affiliates. Barron’s (USPS 044-700) (ISSN 1077-8039) Published every Monday. Editorial and Publication
Western Midstream Partners . . . . . . . . . . . . . . 26
F Facebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Headquarters: 1211 Avenue of the Americas, New York, N.Y. 10036. Periodicals postage paid at Chicopee, MA and other mailing offices. Regular Williams Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
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May 4, 2020 BARRON’S 9

UP & DOWN WALL STREET


The key to the next chapter in the coronavirus
crisis could be what occurs in the reopening
of Georgia, South Carolina, and Tennessee.

The Great Disconnect:


S&P, and Nasdaq were all up roughly a record $285 billion new issuance of
30% from their lows hit on March 23. investment-grade bonds in April, notes
In dollar terms (which is most rele- Cliff Noreen, head of global investment
vant to me as I track my portfolio), the strategy at MassMutual. More impor-

Stocks vs. Nearly


U.S. stock market added $3.6 trillion tant, the reopening of the primary mar-
in value last month and $7.2 trillion ket threw a lifeline to companies hard-
since its March lows through Thurs- hit by the coronavirus crisis.
day, according to Wilshire Associates. Last month’s borrowing frenzy

Everything Else
The massive discrepancy between was topped by a $25 billion offering
the behavior of the economy and the from Boeing (BA), which is projected
stock market is the conundrum that to burn through $20 billion this year,
Brown Brothers Harriman’s chief strat- while the airline industry is all but
egist, Scott Clemons, says his clients grounded.
ask about the most. Part of the strength Similarly, Delta Air Lines (DAL)

T
in equities might be traced to the mar- raised $5 billion in bonds and loans in
o say that these are Matt Klein points out, largely for kets seeing better days ahead. Federal the private market, while American
the best of times health care, as people cut back on social-distancing guidelines ended on Airlines Group (AAL) got access to
and the worst of non-emergency treatments and Friday, and some states are easing cor- $10.6 billion of government financial
times is a gross avoided emergency rooms for fear of onavirus restrictions. That follows assistance under the Cares Act, in-
understatement. catching Covid-19. good news from Gilead Sciences cluding a $4.75 billion loan from the
The U.S. economy That was mostly before the virtual (ticker: GILD) about its remdesivir Treasury. Similarly, cruise operator
is in a free-fall as a economic shutdown fully took hold in treatment for Covid-19 and a vaccine Carnival (CCL) raised $6 billion,
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result of the coronavirus outbreak, the current quarter. Economists can possibly being ready by year end. while retailer Gap (GPS) latched onto
while the stock market just finished only guess how bad it will hit GDP, Clemons says to watch what hap- $2.25 billion. “I look at these as corpo-
its best month in years. To square that By Randall W. with estimates stretching down to pens in the next couple of weeks in rate rescue financings to extend the
circle seems impossible, but there it is. Forsyth minus 40% (that’s an annualized Georgia, South Carolina, and Tennes- runway from the giant Covid-19 cash
The numbers are difficult to recon- decline, a detail that tends to be omit- see, states with the most aggressive burn rate,” Noreen says.
cile. Over 30 million unemployment ted by headline writers). reopening plans. If an upswing in coro-

T
claims have been filed in the past five But that contrasts with the stock navirus cases occurs, restrictions might o be sure, the Fed and the
weeks, overwhelming state systems set market’s spirited snapback in April, need to be reimposed, as happened in Treasury’s unprecedented
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

up to handle a small fraction of those which was the best month since Jan- Singapore. But, he adds, if those states scope of intervention in the
filings. The nation’s economy shrank at uary 1987 for the Dow Jones Indus- don’t see a resurgence of infections, private sector raises worri-
a 4.8% annual rate, after adjusting for trial Average and S&P 500 index. others might be encouraged to lift their some issues, as I have warned. Yet, it
inflation, ending its expansion dating They gained 11.08% and 12.68%, re- activity curbs more quickly. must be admitted, their actions argu-
back to mid-2009. spectively, while the technology-led More than anything, credit for the ably prevented liquidity strains from
Dragging down first-quarter gross Nasdaq Composite jumped 15.45%, rebound in the stock market goes to triggering insolvencies. Avoidance of a
domestic product was a sharp drop in its best showing since June 2000. the Federal Reserve, in conjunction mass liquidation (as suggested by An-
spending on services, our colleague Even more spectacularly, the Dow, with the federal government, which drew Mellon, Herbert Hoover’s Trea-
have combined for the most aggressive sury secretary) has been an important
monetary and fiscal stimulus pro- reason for the stock market’s recovery.
grams seen in peacetime. The question for investors: Do
Not only did the Fed slash its key stocks correct to reflect the dire eco-
federal-funds rate to near zero in nomic realities, or will the economy
March, but also it vastly expanded its hit bottom, begin to recover, and vali-
purchases of Treasury and agency date the market’s apparent optimism?
mortgage-backed securities. It could be both.
The latter ballooned its balance At some point, investors might
sheet by over 50%, to more than $6 become numb to the economic num-
Photo by Daily Mirror/via Getty Images

trillion, with economists expecting it to bers, even if no one can lose sight of
soar ultimately to $10 trillion. Perhaps the human suffering and deaths
equally important was the central wrought by joblessness and the coro-
The U.S. is in
a challenging bank’s initiation of a slew of new lend- navirus. The April employment re-
high-wire act, ing and investment facilities, including port, due on Friday, will be a case in
trying to keep
its balance
purchases of corporate debt securities, point. Nonfarm payrolls are likely to
while working in part by buying shares of exchange- have plunged by 22 million last
to revive the traded funds that invest in junk bonds. month, more than 10 times the previ-
economy without
endangering more The Fed’s effective backstopping of ous record drop, which came in Sep-
American lives. the corporate credit market resulted in tember 1945 after World War II, ac-
10 BARRON’S May 4, 2020

Up & Down Wall Street (continued)

energy equities’ valuations, relative to the

Elevate Your
cording to Nomura’s economics team. The
jobless rate is forecast to soar to 16%—4½ overall market, are at a record low, accord-
times the half-century low of 3.5% reached ing to BCA. Energy has the lowest weight-
just two months earlier. ing among the S&P industry groups, about
An early sign of collapse came from the 3%. Those of us of a certain age recall
Institute for Supply Management’s factory when energy held the top weighting, above

Portfolio gauge, which fell to 41.5 in April from


March’s 49.1 and is well below the 50 de-
marcation between contraction and expan-
sion in manufacturing.
technology or financials, but that was back
in the 1970s, when “energy crisis” meant
shortages and gasoline lines, not gluts.
There might not be any hurry to initiate
But last month’s drop grossly under- positions, however. The beleaguered group

to the Cloud states the deterioration, writes Michael


Kantrowitz, chief investment strategist at
Cornerstone Macro. The ISM index was
boosted by slower deliveries, a sign of
strength in normal times but now a reflec-
got hit hard again on Friday, with the
Energy Select Sector SPDR ETF (XLE)
down 5.7% on the session.
One other change has been the oil ma-
jors’ previously inviolate dividends. Royal
tion of shutdowns. And new orders, an- Dutch Shell (RDS.A, RDS.B) this past
other component of the ISM gauge and a week cut its payout for the first time since
forward-looking indicator of manufactur- World War II, to 16 cents a quarter from 47
ing, fell through the floor, he adds. cents. Goldman Sachs analysts, led by Mi-
Cloud The Bank Credit Analyst for May cata-
logs an array of real-time economic gauges
chele Della Vigne, suggest that the big oil
companies adopt variable payouts in line
Computing ETF that have plunged to rock bottom—vehicu-
lar traffic in major metropolitan areas, air-
with earnings, a policy adopted by BHP
Group (BHP) in the highly cyclical mining

CLOU
line traffic, restaurant diners, and even New industry, Barrons.com reports. An alternate
York City subway ridership—despite being play is beaten-down energy debt securities.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

met with vigorous stimulative policies. For the near term, however, the overall
The investment implication for the market faces headwinds, notably from
medium-to-long term, however, is to prefer seasonal factors. That’s highlighted by the
stocks over bonds, given the abysmally low hoary “Sell in May and go away” saying
yields from fixed income. As bad as that might apply, even though we’re
Covid-19 is, the combination of equities’ mostly stuck at home (other than those
relative valuation and the ultraeasy mone- swells who decamped weeks ago to the
tary backdrop favors equities—even more so Hamptons or upstate New York).
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

than in March 2009 when the S&P 500 was Examining the record from 1954
1 (888) 493-8631
about to embark on a 340% bull market. through 2018, Jeff deGraaf, who heads
GLOBALXETFS.COM Renaissance Macro Research, finds that if

B
eaten-down energy stocks offer an the first two months of the year are nega-
attractive longer-term opportunity tive, the tendency has been for the third
after the apparent capitulation in quarter to be weaker, followed by a less-
the crude oil market on April 20, then-vigorous fourth-quarter rebound.
Beyond Ordinary ETFs TM
when the front-month futures plunged to “We don’t necessarily put much weight
nearly minus $40 a barrel. The curtailment on indicators like this, but given the extent
Investing involves risk, including the possible loss of principal. The invest- of output by OPEC+, along with cutbacks in of the recent volatility and a 35% bounce
able universe of companies in which CLOU may invest may be limited. The Canada and among U.S. shale producers— off the lows, it’s certainly within the realm
Fund invests in securities of companies engaged in Information Technology, highlighted by a ConocoPhilips (COP) of possibility that market conditions will
which can be affected by rapid product obsolescence and intense industry announcement that it was halting all begin to cool down and the seasonal path
competition. International investments may involve risk of capital loss from U.S. hydraulic-fracturing operations— will look more muted going forward,” he
unfavorable fluctuation in currency values, from differences in generally ac- eventually should reduce the crude mar- writes in a client note.
cepted accounting principles or from social, economic or political instability ket’s surplus, especially when the economy Jeffrey Hirsch, head of the Stock
in other nations. CLOU is non-diversified. restarts. (For other views on oil, turn to the Trader’s Almanac, observes that when
Barron’s Energy Roundtable on page 18.) the best six months historically for
Carefully consider the Fund’s investment objectives, risk factors, charges At the same time, BCA sees “the last hur- stocks—November through April—are
and expenses before investing. This and additional information can be rah” for the dollar, owing to the burgeoning negative, the market typically performs
found in the Fund’s full or summary prospectus, which are available at twin deficits in the federal budget and the poorly in the subsequent six months.
globalxetfs.com. Read the prospectus carefully before investing. current account. That sounds ominous, but Exceptions were in 1982, when a secular
it should be a positive for global commodity bear market going back to 1966 ended, and
Shares of ETFs are bought and sold at market price (not NAV) and are not markets and for emerging nations that have 2009, when the recent bull market began.
individually redeemed from the Fund. Brokerage commissions will reduce borrowed heavily in greenbacks. It also Those past liftoffs don’t appear to be a pro-
returns. Distributed by SEI Investments Distribution Co. should stave off deflation in the U.S. logue to a new bull market now, however. B
Oil would be among the commodities
that benefit from a cheaper dollar, while email: randall.forsyth@barrons.com
May 4, 2020 BARRON’S 11

ST R E E T W I S E
For stocks to win, the S&P 500 would have to
climb 16% in just over 60 trading days, before
second-quarter GDP numbers are released.

60/40 Stocks and


Lynch. She says there’s little statistical ski up an avalanche of antacid.
relationship between price/earnings

T
ratios and one- or two-year returns. his past week, investors re-
P/E ratios are a much stronger pre- ceived earnings reports from

Alka-Seltzer—but
dictor of long-term returns than short- big tech companies that are
term ones, Subramanian says. By her weathering the pandemic well,
math, today’s prices imply 6% yearly including Microsoft (MSFT) and
returns for the S&P 500, including Amazon.com (AMZN). I spoke re-

I’m Not Selling


dividends, over the next decade. Rela- cently with the chiefs of two fast-
tive to the 10-year Treasury yield, growing cloud companies that are
that’s like winning the lottery and se- fitting in just fine in the new work-
curing a grocery delivery window for from-home economy: Okta (OKTA)
two-ply toilet paper on the same day. and Slack Technologies (WORK).
What about the observation that Please don’t confuse Okta with Doc

W
just a handful of tech titans have Ock and Slack with Shriek. Those are
hich comes first: The the Fed will buy stocks if the market pulled the S&P 500 higher? Some Spider-Man villains.
S&P 500 index dives again. Who knows? Maybe it strategists call such narrow advances Okta, valued at $18 billion, serves
climbing 16% to hit a will buy out all of the nation’s garage a bad sign. But historically, some of as an access point for workers to get
new high, or the Com- sales without dickering on price. I them have worked out fine, Subrama- to their companies’ cloud applica-
merce Department on already regret getting rid of my Simon nian says. The recent one reflects de- tions, including for payroll stuff, ex-
July 30 reporting the and Garfunkel CDs. cades of tech disruption, and it means pense reports, and online chats with
worst decline in gross Stock prices nonetheless look the index has become more dominated colleagues. Workers like not having
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domestic product since the Great De- stretched. The S&P 500 traded re- by secular growth themes like cloud to use different logins for each app.
pression? Before guessing, consider cently at 18 times last year’s earnings, computing than by cyclical industries Tech departments like apps orga-
that the index jumped 30% in less By Jack Hough and I wouldn’t bet on earnings bounc- like energy or mining, she says. nized on a single platform, and that
than a month and a half after hitting ing back to that level next year. After It seems like all the good stuff in the login uses extra security. CEO
its March low, despite soaring unem- all, this quarter’s GDP decline looks so the S&P 500 is pricey, and the cheap Todd McKinnon tells me that
ployment. grim that forecasters have stopped stuff is unlovable. But Subramanian Covid-19 has hastened an inevitable
The combination of feverish gains using decimal places. Morgan Stanley says now is a fine time for stock pick- shift toward tech making work more
and mounting anxiety is making asset sees a 38% annualized plunge. J.P. ers. Look to stocks with safe divi- flexible. He says only 10% to 15% of
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

allocation a challenge. My portfolio is Morgan says 40%. dends, since yield from bonds will enterprise software has migrated to
60% stock index funds and 40% Alka- We’ll begin bouncing back in the remain scarce, she says. Broadly the cloud, providing Okta with a
Seltzer. I’m not selling the funds, third quarter, but reopening stores speaking, she likes big banks, which long runway for growth.
though. Valuations are high, but not a won’t necessarily fill them. The pan- have low payouts relative to profits, Slack is an alternative to workplace
deal breaker. And there’s good news demic has made 30 million Americans strong balance sheets, and shares that email. Chats are organized into chan-
afoot. jobless, and not all will be hired back have already priced in the risks of a nels based on departments, processes,
Newly identified U.S. Covid-19 right away. Over-65s, who are at great- flat yield curve. She also likes tech events—whatever. CEO Stewart Butter-
cases are in decline. Some states, like est risk of dying from Covid-19, and companies that have graduated from field calls email “inherently individual-
Georgia, are beginning to lift their thus might stay home for longer, ac- fast growth to cash return. first,” whereas Slack channels “put the
lockdowns. Others, like New York, are count for 20% of consumer spending. My chat made me less worried organization or the team first.”
making plans to do so as soon as mid- I needed counseling this past week about stocks, until I remembered that Butterfield, too, sees quarantining
May. This past Wednesday, a federal for my valuation worries, so I called stocks are said to climb a wall of worry, speeding up digital adoption, and
trial of a Gilead Sciences (ticker: Savita Subramanian, the top U.S. stock and then I worried that I wasn’t worry- making Slack more valuable. He has
GILD) drug called remdesivir showed strategist at Bank of America Merrill ing enough. Hopefully stocks can also 110,000 paid customers now, but
that Covid-19 patients recovered after there are 2.5 million businesses in the
an average of 11 days, versus 15 for a U.S. alone with five or more workers.
placebo group. There were also fewer That’s a lot of email to replace.
deaths on the drug; those numbers BARRONS.COM/PODCASTS Both companies collect subscrip-
were what researchers call statistically tion revenue. Okta generates a trickle
insignificant, and what patients call
good to know just the same.
Also, the Federal Reserve this past
Barron’s Streetwise of free cash, and Slack is expected to
begin doing so inside of two years.
Long-term estimates for both have
week pledged continued support for In a new weekly podcast by Barron’s, columnist Jack Hough free cash flow swelling quickly. Over
the economy. It has already lowered looks at the companies, people, and trends you should be the same period, forecasts show my
the fed-funds rate to near zero and watching. This is Wall Street like you’ve never heard before. email inbox and password collection
gotten creative with stimulus—buying Subscribe to Barron’s Streetwise on Spotify, Apple Podcasts, collapsing into a restructuring. B
junk bonds, for example, which has or your favorite listening app.
restored a hankering for risk. Maybe email: jack.hough@barrons.com
26 BARRON’S May 4, 2020

Loome, portfolio manager of the to pull, and we feel it can get through” Range and Southwestern have to weather the current depressed oil
T. Rowe Price U.S. High Yield the debt maturities, Loome says. higher yields, reflecting greater lever- price environment,” Credit Suisse’s
fund (TUHYX). He and others also take comfort age. “Range is one of the lowest-cost William Featherston wrote recently.
Investors may prefer the safety of that bondholders are senior to both gas producers, and it’s well on its Its 4.4% investment-grade bonds due
dividends from big U.S. oil and gas Buffett and activist investor Carl way to fixing its balance sheet,” says in 2027 trade around 75 cents on the
producers. Exxon Mobil (XOM) Icahn, who holds a 10% stake in investor Ross Margolies. “There is dollar and yield almost 9%.
yields 7.6%; Chevron (CVX), 5.7%; Occidental common stock. strong asset coverage of the debt.” Cenovus Energy (CVE), a Cana-
and ConocoPhillips (COP), 4%. Hamid is partial to the debt of Range’s 4.875% bonds due in 2025 dian oil sands producer and refiner,
Yet these companies are borrow- Western Midstream Partners trade around 77 cents on the dollar reported a large first-quarter loss this
ing to pay their dividends, with (WES), a pipeline company controlled and yield almost 11%. past week. It has slashed capital ex-
Exxon stretching its balance sheet by Occidental that has natural-gas Margolies says that Southwest- penditures and cut its dividend.
the most. And in Europe, Royal exposure. Its 5.25% bonds due in ern’s management team “has done a Lower oil prices and the wide differ-
Dutch Shell (RDS.B) surprised in- 2050 yield about 7.5%. phenomenal job” in improving the ential of Canadian crude relative to
vestors this past week by reducing its Natural gas has benefited from company’s asset mix and that it has West Texas Intermediate, the U.S.
payout by two-thirds. The move weak oil prices this year. Gas for de- modest debt maturities in the coming benchmark, have pressured its results.
highlights that dividends are discre- livery late this year and in 2021 has years. Its 7.5% bonds due in 2026 J.P. Morgan analyst Phil Gresh
tionary. Interest payments are not. rallied, as investors see that reduced trade around 89 cents on the dollar recently wrote that Cenovus “high-
Still, energy debt can be harder for oil output is cutting the amount of and yield 9.8%. lighted some silver linings around a
retail investors to purchase than
stocks, since the bonds trade in an
“It’s not a “associated” gas that is produced
with that crude.
Continental Resources (CLR), a
large oil producer in the Bakken re-
robust liquidity profile that should
help it weather a worst-case storm.”
over-the-counter market. question While spot gas prices are under $2 gion of North Dakota, has more than The company believes that it can be
Loome sees the most value in the per million British thermal units, the halved its capital expenditure and free-cash-flow neutral with WTI
“higher-quality part of the high-yield of whether future price for the coming winter is suspended its dividend in response to crude at $38 a barrel. It has reserves
space,” like Parsley Energy, whose five- about $3, and the 12-month “strip” the oil-price plunge. of seven billion barrels of crude. Its
year debt yields about 8%. Parsley, he oil prices for 2021—the average price for deliv- The company lost its investment- 4.25% bonds due in 2027 appear to
says, has a strong position in the pro-
lific Permian Basin in Texas and New
recover, ery next year—is at $2.70, up 25%
this year. U.S. gas demand is holding
grade credit rating from Standard &
Poor’s in March, while Moody’s af-
reflect the risks, at a price of 79 cents
on the dollar and a yield of 8.3%.
Mexico and has among the lowest op- but how up better than oil demand, since little firmed its junk-grade Ba1 rating,
citing “low operating costs that will
Comstock Resources (CRK) has
the lowest credit rating in the group,
erating costs in that region. Energy gas is used for transportation and a
long it will
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makes up about 10% of the $1 trillion third goes to generate electricity. Util- support solid capital returns and and its debt yields over 12%. Moody’s
ICE BofA U.S. High Yield Index. ities are seeing relatively small drops cash flow coverage of debt in the downgraded its debt to Caa2 from B3,
Occidental Petroleum is the biggest take and in demand. stressed oil price environment.” citing weakened liquidity and low gas
Continental’s 4.375% bonds due in prices.
name in the junk energy market, a
“fallen angel” with $38 billion of long-
who can Most natural-gas stocks are in the
black this year, with EQT, South- 2028 trade around 75 cents on the But Comstock has a prominent
term debt that lost its investment-grade
credit ratings in March. Two of its
survive western, and Range up an average of
about 25%. EQT, favored by J.P.
dollar and yield 8.5%. Investors can
take comfort that they are senior to
backer in billionaire Dallas Cowboys’
owner Jerry Jones, who owns a 73%
benchmark issues are the 3.5% unse- and what Morgan’s Hamid, is the safest of the founder Harold Hamm, who owns a equity stake worth over $1 billion.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

cured bonds due in 2029, trading at three, having the lowest debt ratios and 78% equity stake worth $4.2 billion. Debt investors are senior to Jones,
about 70 cents on the dollar and yield- is the op- production that is 95% natural gas. Marathon Oil, a major oil pro- who bought 50 million shares of
ing 8%, and the 4.4% bonds due in With 4% of U.S. output, EQT is the ducer in both the Bakken and the stock for $300 million last summer.
2049 at 61 cents with a 7.8% yield. portunity largest gas producer in the country. Its Eagle Ford area of Texas, has cut The bar is lower for debt invest-
The debt offers a lower-risk, high-
yielding alternative to Occidental’s
set.” 7% bonds due in 2030 trade at about
94 cents on the dollar and yield more
2020 capital expenditure by nearly
50%. Its leverage is expected to rise
ments to work than for equity. Com-
panies need to survive, not necessar-
common stock, which is down 60% Kevin Loome, than 9%. The interest rate on those in the coming year amid lower energy ily thrive. With these 10 energy
Manager, T. Rowe
this year, to $16, and yielding 2.8% Price U.S. High bonds has been increased to 8.75% production. producers, that looks like a reason-
after an 86% reduction in the dividend Yield fund because of credit rating downgrades. But Marathon “has ample liquidity able bet. B
earlier this year. The dividend could be
eliminated entirely, given that Occiden-
tal is now paying the dividends on Riding Out the Oil Shock
Berkshire’s preferred with common Here are 10 energy companies whose debt yields nearly 8% or more and which look like survivors
stock and not cash.
J.P. Morgan credit analyst Tarek Recent Recent CREDIT RATING Net Debt Recent Stock
Company / Ticker Bond Bond Price* Bond Yield Moody’s S&P Global (bil) Stock Price YTD Change
Hamid called Occidental “incredibly
asset-rich” in a note in late March. He Occidental Petroleum / OXY 3.5% due 2029 $70 8.0% Ba1 BB+ $35 $16.60 -60%
cited its global oil and gas assets, pro- Western Midstream Partners / WES 5.25 due 2050 78 7.6 Ba1 BB+ 7.9 8.68 -56
ducing one million barrels a day (Chev- Cenovus Energy / CVE 4.25 due 2027 79 8.3 Ba2 BBB- 5.3 3.64 -64
ron and Exxon are close to four mil- EQT / EQT 7.0 due 2030** 94 9.6 Ba3 BB- 5.3 14.59 +34
lion), and a large chemical business. Continental Resources / CLR 4.375 due 2028 76 8.5 Ba1 BB+ 5.3 16.39 -52
The main risks are Occidental’s Marathon Oil / MRO 4.4 due 2027 77 8.7 Baa3 BBB- 4.9 6.12 -55
high debt—a legacy of the Anadarko Range Resources / RRC 4.875 due 2025 77 10.8 B3 B+ 3.2 5.83 +20
deal—and a total of $11 billion of debt Comstock Resources / CRK 9.75 due 2026 87 12.8 Caa2 CCC+ 2.5 7.66 -7
maturities for 2021 and 2022.
Southwestern Energy / SWN 7.5 due 2026 89 9.8 Ba3 BB- 2.3 3.23 +33
Bulls on the bonds argue that Occi-
Parsley Energy / PE 5.375 due 2025 89 8.2 Ba3 BB 2.3 9.45 -50
dental’s assets are sufficient to cover
its debt. “Occidental has a lot of levers *Face Value = $100; **Current interest rate is 8.75% Sources: Bloomberg; company reports
May 4, 2020 BARRON’S 27

When Broker
about making a deal, he says. Several
lawyers say they expect more investors
will choose a virtual hearing as they
begin to understand how long it might

Arbitrations take for an in-person proceeding.


Arbitrators can order parties to use
Zoom. Otherwise, both sides have to

Go Into agree to a virtual hearing, so broker-


age firms can delay by declining. Look
for that to happen more often, espe-

Lockdown
cially in cases brought by senior citi-
zens, says New York lawyer Bill
Singer. “They hope the person dies
because estates are more apt to settle.”
Delays bring other benefits to firms
because “it pushes back the date they
Investors face postponed hearings would pay damages,” says Benjamin
and the alternative of arbitration Edwards, a professor at the Univer-
via videoconferencing sity of Nevada, Las Vegas’s law school.

V
ulnerable investors with low-
dollar losses are beginning to
By SUSAN ANTILLA reach out to law school clinics,
hoping that someone will take

R
their case. Teresa J. Verges, director of
obin Fratto had marked deadlines aren’t affected, it says. whether to wait for an in-person hear- the Investor Rights Clinic at the Uni-
the date on her calendar. For people like Fratto, however, the ing or take Finra up on the alternative versity of Miami School of Law, says
A 55-year-old widow delays add to the stress of challenging of a virtual hearing via Zoom. the pace of phone calls from investors
and mother of three in a securities firm, even as they face It isn’t yet clear how popular the has picked up from one or two a week
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Freehold, N.J., Fratto says grave uncertainties about their health video option will be, but most of the to one or two a day. Demand has in-
she lost more than a half- and employment status. lawyers interviewed for this article creased so much that the clinic has
million dollars in her ac- A spokeswoman for Wells Fargo said they didn’t want to use Zoom. stopped taking cases from investors
count at the Wells Fargo Advisors (ticker: WFC), Jackie Knolhoff, de- Video is a big compromise, says outside of Florida.
Financial Network and was eager to clined to comment on Fratto’s case. Chicago lawyer Andrew Stoltmann. “I Those who are turned away may be
present her accusations of fraud and These are challenging times for want the arbitrators to be able to see out of luck, given the demise of so
forgery to a panel of arbitrators. investors who have complaints up close and personal who my client many clinics. They are expensive to
Looking ahead to a May 26 hearing against their brokers. The wait for a is and the pain that these investment run and can’t count on deteriorating
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

before arbitrators, Fratto says she was day in court is becoming longer. And losses have caused,” he says. university budgets to keep them
hopeful that a win would reduce her the logjam is destined to get worse, as Security is also an issue. Zoom has afloat.
financial stress. With unemployment a battered stock market can expose come under fire for security lapses Finra’s Investor Education Founda-
on the rise, Fratto is worried that life bogus products and frauds that that recently allowed hackers to post tion, which has more than $70 million
could get even worse if she loses her weren’t easily spotted in good times, pornography during a meeting be- in assets, was a champion of clinics,
secretarial job. leading to a flood of new claims vying tween a school principal and 50 giving seed money to start eight be-
Now, that four-day hearing, at a for a spot in the Finra waiting line. students. tween 2009 and 2012. But the foun-
location to be chosen by the Financial The situation is particularly grim “It would be disastrous” if a hacker dation declined to put up additional
Industry Regulatory Authority, or for the elderly and investors who have were to crash an arbitration hearing money for clinics after that, and Finra
Finra, in Newark, N.J., isn’t going to what lawyers consider “small” claims and violate the parties’ confidentiality, decided not to provide clinic funding
happen. of under $100,000. says George Friedman, former direc- even after its own Dispute Resolution
Finra, the brokerage industry’s Most lawyers won’t take those tor of Finra arbitration. Lawyers also Task Force advocated in 2015 that the
self-regulator, on March 25 postponed cases, leaving investors with the sole worry that a Zoom hearing that organization use fines and penalties to
all in-person arbitration hearings option of taking their case to a free doesn’t run smoothly could be enable clinics to stay open.
scheduled through May 31, wiping law-school clinic. But the number of grounds to set aside an award. Finra “These are extraordinary times,
Fratto’s hearing off the calendar. On such clinics has fallen from a high of recently published security measures “I want the and Finra should reconsider its pol-
April 20, Finra extended the post- 24 clinics in 2012 to only 12 today. for Zoom hearings. arbitrators icy,” Friedman says. “If not now,
ponements to July 3. “What it means is less access to With hearings delayed, plaintiffs when?”
Finra is concerned about the risks justice. Period. Hard stop,” says Jill have less leverage to pursue settlement to be able A Finra spokesperson didn’t
of packing arbitrators, court report- Gross, a law professor at Pace Univer- talks. In normal times, the closer it to see up respond to questions from Barron’s
ers, lawyers, and witnesses into small sity and a former director of the Pace gets to the hearing date, the more but said, “The Finra Investor Educa-
hearing rooms during the pandemic. Investor Rights Clinic, which has re- likely a deal will be struck. But with
close and tion Foundation is proud of the
On its website, Finra says it recog- covered $850,000 for investors since hearings canceled through July 3, personal work it does through research and
nizes that its decision to postpone its founding in 1997. plaintiffs have lost their edge, says educational programs to empower
who my
Thomas Hedger

in-person hearings may cause incon- Lawyers and academics say inves- Stuart Meissner, who is representing underserved Americans with the
venience, but that it’s doing so “out of tors need to develop informed strate- Fratto in her claim against Wells client is.” knowledge, skills, and tools to make
an abundance of caution” and in the gies. One important decision that Fargo. “The hearing is the hammer” Andrew Stoltmann, sound financial decisions throughout
interest of public safety. Other case claimants will need to make is that motivates people to get serious a Chicago lawyer life.” B
28 BARRON’S May 4, 2020

Consumer Woes
March 24. White-collar workers, in- Group. Those older than 65 represent
cluding those who can work from roughly a fifth of total consumer
home, are among those seeing pay- spending and may be among the slow-
checks cut or deferred—an unusual est to go out again as they are among
phenomenon that suggests the crisis the most vulnerable to the virus.

Threaten a Recovery
could hit the spending of various in- Sheltering in place has also
come groups, says Gregory Daco, chief achieved what financial experts have
U.S. economist at Oxford Economics. long tried to do: Force savings, as peo-
What’s more, Americans have little ple—even those not directly impacted
buffer: More than half of U.S. house- by the fallout—have been unable to
holds don’t have any emergency sav- take trips, hit the mall, or grab their
ings to tap in a crisis. Even a quarter venti lattes at the cafe. The experience
of households earning more than may lead to its own behavioral shifts.
The economic rebound rests on consumers’ shoulders—but consumer spending has $150,000 lack one. “No one has the urge to spend less
plummeted. Here’s how it could recover, and where investors should start shopping. Credit card balances were already on their own, because then they feel
climbing ahead of the pandemic, hit- deprived,” says Robert Frank, an
ting $1.1 trillion in February; the ratio economist and Cornell University pro-
of debt to net worth in the middle fessor. “When everyone spends less,
By RESHMA KAPADIA a byproduct of strained budgets and class was higher than for other you don’t feel deprived.” He sees the

Y
trepidation about the future. groups, according to Geoffrey Sanzen- crisis as offering an opportunity for
et another economic indi- Some 30 million Americans have bacher, a research fellow at Boston Americans to reassess their spending.
cator is now the worst on lost their jobs in six weeks, dealing a College’s Center for Retirement Re- That has already proven true: For
record: On Thursday, the sizable blow to household budgets. search. And now Americans are miss- the week ending April 12, credit card
Commerce Department The jobs most immediately at risk are “When ing payments, with several credit com- spending was down 34.4% and debit
reported that consumer in the areas you’d expect—accommo- everyone panies bracing for fallout. American card spending was down 14.6% in the
spending dropped 7.5% in dation, food services, retail, construc- Express (AXP), for example, has tri- states hardest hit by the pandemic,
March, the biggest one- tion, and manufacturing—but the fall-
spends less, pled its credit loss provisions. including California, New York, New
month drop since the government out could be much broader. More than you don’t There’s also a psychological impact. Jersey, Illinois, and Louisiana, accord-
began tracking in 1959. While eco- a quarter of 100 large U.S. companies As stores and restaurants reopen, ing to PSCU, a nationwide credit union
feel
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nomic indicators across the board are tracked by nonprofit research firm consumers’ experience with the coro- servicing organization. But spending
problematic, the consumer spending JUST Capital disclosed furloughs or deprived.” navirus will affect their risk tolerance in the eight states without “stay at
figures loom large—the global econ- voluntary leave at low to no pay as of Robert Frank, for venturing out, says retail analyst home” orders wasn’t much healthier,
omy simply cannot recover without April 21—quadruple the number on economist Dana Telsey, head of Telsey Advisory with credit card spending down 29.5%
the consumer. and debit card spending down 11.7%.
The $22 trillion U.S. economy rests Only a fifth of Americans surveyed by
on people buying stuff; consumer Gallup said they would resume normal
spending accounts for 70% of total daily activities “immediately”; 70%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

economic output. How, where, and said they would “wait to see what hap-
when people choose to spend their pens with the spread of the virus be-
money from here on out will shape fore resuming” and the rest said they’d
companies’ reopening plans—and limit social contact “indefinitely.”
serve as a harbinger for the broader Consumers surveyed in France,
economic recovery. Germany, Italy, Spain, the U.K., and
Past recessions have typically the U.S. were spending 25% to 30%
started elsewhere—like in energy or less than before the virus as of April
banking—and then bled into the con- 21, according to Deutsche Bank. Euro-
sumer as job losses piled up. But con- pean retail chains have warehouses
sumers are on the front lines of this full of collections that are now out of
downturn, and the sectors dependent season and fashion, and the cost of
on their spending—travel, leisure, storing it all for another year exceeds
retail, restaurants—have been among their low profit margins. When
the most battered as governments McKinsey surveyed German consum-
pause their economies to contain the ers in mid-April, less than a quarter
pandemic. were optimistic about an economic
Reopening won’t be easy; govern- recovery.
ments and companies must walk a Once the health crisis moderates,
fine line between reopening and respondents said they plan to curtail
avoiding another wave of Covid-19 some in-person activities and reduce
outbreak. Some companies, such as their online grocery purchases. Stay-
Starbucks (ticker: SBUX) and Macy’s ing in could cause broader pain: Eat-
(M), already have plans to reopen ing out accounts for 60% to 80% of all
stores beginning next week. But it is food service revenues, according to a

Glenn Harvey
far from business as usual in terms of March report by Rabobank.
operations, and retailers will also China has reopened much of its
likely find a much-changed consumer, economy, but consumer spending and
May 4, 2020 BARRON’S 29

THE STATE OF
THE CONSUMER
retail sales are still depressed—even
after China sent vouchers to house-
holds to entice them to go out and
than Golub says of the broader mar-
ket. “Even if consumers want to go
back, profits will take three years to
When the Band
Doesn’t Play On
Consumers are spending less because spend. Another survey by McKinsey get fully back to normal.”
of high unemployment, job insecurity,
of Chinese consumers found 30% used

I
and little cash savings.
less skin care and bought less alcohol, nvestors have some options, de-
Jobs Most at Risk and more than half used less makeup. pending on their level of optimism.
Jobs lost in April But among wealthier respondents in Bank of America consumer goods The live entertainment business,
Total
Type Jobs (mil) China’s bigger cities, 30% bought more analyst Robert Ohmes looked at among the first to collapse with the
Accomodations and food sevices 7.9 skin care than prior to the crisis—an how companies would fare in three
coronavirus crisis and in danger of
Retail (excluding online) 4.9 indication of the trend toward health scenarios. If there is a sustained closure
Arts/entertainment/recreation 1.0 and wellness that many analysts ex- of retail and restaurants through the being among the last to revive, is em-
Wholesale trade 0.8 pect will accelerate in the U.S. as well. summer and into the end of the year, blematic of the postpandemic econ-
Construction 0.6 Baby boomers in particular may be possibly due to a second wave of infec-
Manufacturing 1.5
more careful in how they re-engage tions, Ohmes and his team expect con-
omy. Impresarios, adept at spotting
Transporation and warehousing 1.4
with society, which could lead to less sumer staples stocks and “essential” trends and embracing new scenar-
Where Will Consumers Cut Back? spending on travel and more on their retailers with open stores to outper- ios, may have some unusually rele-
Portion of total spending homes or health and fitness. form, as well as discretionary compa-
Food / Beverage Services A reluctance to go out until there is nies that have good liquidity and can vant insight for the economy as the
7% a vaccine or treatment will hurt the grow their online sales. That includes nation wrestles with how and when
Other Services
9%
sustainability of consumer-oriented Walmart (WMT), Nike (NKE), Costco to allow crowds to gather.
Recreation Sevices companies and their labor force, says Wholesale (COST), Lowe’s (LOW),
4% Jack Kleinhenz, chief economist for Target (TGT), Urban Outfitters “My feeling is we’re going to be
Transporation Services
3%
the National Retail Federation. (URBN), and Dollar General (DG). reopened by July. That’s how the
In the U.S., Oxford’s Daco estimates Relative losers in this scenario would
Gas / Fuel agencies I’m working with are ap-
2% half of consumer spending could be at include mall-based retailers “with li-
Financial Services & Insurance risk. Once the economy stabilizes in 12 quidity challenges,” such as Macy’s, proaching it,” said Lynn Schwarz,
8% to 18 months, consumer spending will Gap (GPS), Signet Jewelers (SIG), and
Recreational Goods / Motor Vehicles
proprietor of Bottom of the Hill, a
likely be a smaller slice of the econ- Nordstrom (JWN), and any store
7% punk, metal, indie, alt-rock club in
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Clothing & Shoes omy by a couple of percentage points. without much of an online presence.
3% If stores reopen but must abide by San Francisco.

A
mericans, however, do love to “severe” social-distancing, Ohmes ex- But Gregg Perloff, whose Another
Empty Shops spend, and we are optimists by pects a divergence in performance.
Change in weekly retail traffic (Y/Y)
nature. Bespoke Investment Sales for companies with the least im- Planet Entertainment runs large
analysts found a ray of light in pact from such guidelines will rebound music festivals such as Outside
-20% the Conference Board’s index of con- the strongest; staples like Procter & Lands, manages major
sumer confidence, which fell to its Gamble (PG), Mondelez Interna-
venues in San Francisco, Read the full
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

-40
lowest reading since mid-2014. Be- tional (MDLZ), and Kimberly-Clark story at
Barrons.com/
spoke noted that the most surprising (KMB), for instance, and companies and promotes a year- music
part of the report was an increase in that offer an easier one-stop, in-and-
-60 round concert schedule,
consumers’ expectations for six out experience are also well-positioned.
months in the future, hinting at a The list of relative winners in this sce- is clearing the decks until next year.
-80 pent-up desire to spend. nario include Lululemon Athletica “How will we put people close to-
But pent-up demand—an invocation (LULU), Estée Lauder (EL), Advance
-100 used to will a speedy economic recov- Auto Parts (AAP), fast-food chains
gether if there is no vaccine?” he
Feb. March April ery—isn’t enough. No matter how like Domino’s Pizza (DPZ), Wendy’s says. “In the long run, the concert
many people are eager to return to (WEN), and Jack in the Box (JACK), industry will be extremely healthy—
No Savings Buffer their spendthrift ways (or how many and discount retailers like Dollar Gen-
Adults with no emergency savings account can still afford to), it is clear that com- eral, Ollie’s Bargain Outlet Holdings I mean in two to 10 years.”
Total
53%
panies are going to have to adjust how (OLLI), as well as Floor & Decor When things do begin opening up,
they cater to consumers. And for many, Holdings (FND).
$20K-39K survival will go to the most adapt-
67%
those adjustments will come at a cost. And if stores reopen, but there is a
Getting customers in the door could deep recession, Ohmes looked for com- able, says Kae Burke, who runs the
$40K-59K
59% require profit-eroding changes—such panies that fared relatively well during House of Yes nightclub in Brooklyn,
$60K-75K as flying less-full airplanes and reduc- the 2008-09 downturn and that could
also benefit from consumers getting
N.Y. Even as her 600-person venue
47% ing seating capacity in restaurants and
$75K-99K theaters. Further complicating the stimulus payments. sits empty, she’s planning to convert
38% situation: This is when retailers order That includes fast-food chains like a warehouse next door into a 75-per-
$100K-149K for the crucial back-to-school and hol- McDonald’s; auto parts companies
35% iday shopping seasons, an already- like AutoZone (AZO) and Advance son lounge. Her thinking: The great
>$150K
challenging exercise in predicting de- Auto Parts; dollar stores like Dollar reopening will begin more modestly.
25%
mand that is further complicated this Tree (DLTR) and Big Lots (BIG), as MATT SMITH
Sources: Oxford Economics/Haver Analytics; year by uncertainty about supply. “I’m well as the likes of Walmart, J.M.
AARP; Prodco Analytics; Deutsche Bank looking at the profit dynamics,” Credit Smucker (SJM), and Spectrum
Y/Y=year over year
Suisse chief U.S. equity strategist Jona- Brands (SPB). B
30 BARRON’S May 4, 2020 May 4, 2020 BARRON’S 31

Q& A An Interview With Dana Telsey “It’s time to get your shopping list ready.”
Even the strongest companies are saying there’s no road map—and things can
change by the hour. 2020 is a lost year; it will be 2021 before we know what we’ll
Retail Analyst, Telsey Advisory Group return to in terms of growth, newness, capital investment. Dana Telsey

Retailers
newness, and capital investment is China as it reopens? center? If it’s a fitness center, how do ready for who is going to come out on
what 2021 will be about. Right now China had a national shutdown. But you work out with two spaces between other side. The second quarter will be
cash is king. Capital preservation, there have been some interesting bikes, or two spaces between tables in worse than the first quarter because it
rather than earnings, matters most for numbers, like from H&M Hennes & a restaurant? Landlords and tenants was lights out. Given that you don’t
2020. Mauritz (HM.B.Sweden). In week one will need to collaborate. We are going know the “e,” you don’t know the val-

Are Now
of the outbreak, H&M had no stores to see reformulation of the size of ten- uation. We may not get back to sales
Same-store sales don’t seem rele- closed and sales were up 16%. In week ants and a new look to stores. levels of 2019 until 2022. That’s not
vant. What metrics should inves- seven, 64% of stores were closed and yet reflected in the stocks.
tors watch? sales were down 89%. By week 10, just People have been shopping at Wal-
Inventory levels; credit ratings; and 11% of stores were closed, but sales mart and Target during this crisis. What should investors put on their
what is happening with cash and debt were down 79%. And in week 14, 1% What’s winning today are essentials— shopping lists?

Bargains
positions, revolvers, and covenants. of stores were closed, and sales Costco Wholesale (COST), Walmart It’s all about health and wellness,
You have to become a credit analyst to declined 23%. Yes, it improved, but (WMT), Target (TGT), Kroger (KR), whether it’s Lululemon Athletica
determine the health of the business. people are not willing to go out and Amazon.com (AMZN), or the dollar (LULU), Ulta Beauty (ULTA), Estée
spend. stores. When unemployment is as Lauder (EL), or staying active with
What portion of this sector has the But there’s real differentiation: high as it is, the focus is on basics. Nike (NKE) and Adidas (ADS.Ger-
wherewithal to survive? LVMH Moët Hennessy Louis Vuit- Walmart and Target’s ability to many). Also essentials—Amazon, Wal-
It takes a really long time to kill retail- ton (MC.France) and Hermès have create personalized experiences—with mart, Target, Costco—and off-price
By RESHMA KAPADIA ers. We have certainly seen a greater seen spending come back. Hermès loyalty programs, product recommen- retailers. They all benefit, but TJX

R
sense of urgency with the companies Telsey’s Picks had one of its stores do $2.7 million in dations [via] their heavy use of data, (TJX) is the most diversified given its
etail is already being reshaped by Covid-19 that were debt-laden: Those that had Investors should sales on the first day it reopened. and ease of reordering—[plus] use of size and scale. And as markets stabi-
as shoppers are stuck at home and private-equity investments, underper- focus on wellness It will take a while to get people in their supply chains, and focus on es- lize, when you have a return to discre-
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companies are forced to find new ways to formed, and can’t pay interest ex- and the classics the U.S. to feel comfortable enough to sentials and consumables made them tionary spending for luxury goods,
sell their goods and stay relevant. Even as penses could shrink and go away. That go back into stores and spend on dis- not just nice-to-haves, but must-haves. LVMH will benefit.
states begin lifting restrictions, it isn’t clear includes Party City (ticker: PRTY), cretionary items, given the unemploy-
when and how consumers will be ready to
shop. Longtime retail analyst Dana Telsey,
Gap (GPS), L Brands (LB), and
Macy’s (M).
Estée ment levels. You will see a lot of mark-
downs in the luxury space. Not
Off-price retailers had been doing
well. How are they positioned
Tell us about your top picks.
Estée Lauder has the liquidity to man-
who heads up Telsey Advisory Group, says executives
are comparing the crisis to wartime, and trying to
On the other side, having a brand, a
digital and physical footprint, and cash
Lauder Chanel, LVMH, or Hermès, but when
you see companies like Neiman Mar-
now?
Right now, they have no business, be-
age through the crisis, has made ad-
justments to its cost structure over the
reinvent themselves for a rapidly changing new normal. to engage with customers really mat- (EL), $176.40 cus on the precipice, you will see lux- cause their stores are closed and they past few years, and benefits from di-
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Telsey, one of Barron’s 100 Most Influential Women in ters. Everyone is going to watch inven- Sales could bounce ury apparel at markdown levels we don’t do much online. They typically versification. And [since it offers] a
U.S. Finance, had a long history as a retail analyst and tory: Whenever we reopen, it’s not back quickly. haven’t seen since 2008 to 2009. have capital to get through this and more consumable product, consumers
money manager before starting her own business. The going to be the same season, so getting can benefit from all the inventory should return in shorter order as
New Yorker has seen retail go through various iterations,
not just in her career but also growing up: Her family
inventory back in line [will be impor-
tant]. May and June orders are being Lululemon Can midtier retailers and brands
survive?
that’s out there, as department stores
will be weaker and need to promote
stores reopen. Plus, 30% of its sales
are generated online.
owned a bookstore on Madison Avenue and her mother
and grandmother both worked in retail. We talked with
Telsey to see what retailers need to do in a postpandemic
canceled; holiday [ordering] is delayed.

What will the holiday season look


Athletica
(LULU), $223.48
It all depends on balance-sheet
strength. Some will restructure. The
companies we used to talk about as
heavily. But they will have to control
how much they want to buy because
they will be well positioned out of this.
Lululemon has loyal customers,
$1.1 billion in cash with no debt, and
the athleisure and casualization
world, which companies can make the transition, and like compared with 2008-09? Athleisure will only kings of the industry, where growth trends should only accelerate. And
whether it’s time to start shopping. An edited and There’s potential for holidays in 2020 get bigger. would be forever—like L Brands and What’s the path to survival? China, a profitable growth driver for
condensed version of our conversation follows. to be worse with these unemployment Gap—they are all working to get to If [the virus] does come back and Lululemon, has seen sequential im-

Barron’s: What is the mood among retail executives?


levels. We need to get consumers back
and working to have the comfort, con- Ulta what’s next. Capri Holdings (CPRI)
and Tapestry (TPR) have been work-
shuts down [the economy again], it
just accelerates penetration of digital.
provement since stores have reopened.
Ulta is a leading beauty retailer,
Dana Telsey: Even the strongest of the strong compa-
nies are saying there is no road map—and [things] can
change by the hour. They are watching their cash, evalu-
fidence, and safety and security to
spend disposable income. Beauty
(ULTA), $217.92
ing on that for a while. Brands make a
difference, whether that’s Levi
Strauss (LEVI), VF Corp. (VFC), or
Everyone will look closer at the physi-
cal format, and only the most produc-
tive set of tenants will be in demand. It
also with a strong balance sheet. Its
customer base is becoming more
omnichannel and spends three to four
ating their cost structure, and looking at store bases. How will retailers accomplish that? Leading beauty Deckers Outdoor (DECK). Compa- would stress balance sheets more, and times more than store-only customers.
When you think about fixed and variable costs, almost Retailers are thinking about the staff retailer has a nies that can control their own destiny turning inventory into cash is key. Once stores reopen, health and well-
everything has become variable. wearing masks and gloves, and mak- strong balance with a solid balance sheet can come It will put the focus on personaliza- ness trends should accelerate, while
ing that available to customers; limit- sheet. through on the other side. tion and loyalty programs. Companies the consumable nature of its products
How do you create an outlook amid this uncertainty? ing the number of people in stores; are getting more creative with virtual can sustain demand.
2020 is a lost year. It’s almost irrelevant in terms of the
valuation and investment thesis because everything is so
having someone visibly sanitize/clean
dressing rooms [between customers]; Levi That doesn’t sound great for real-
estate property owners.
marketing. Retailers had used their
physical footprints as advertising; now
Levi’s is a well-run iconic brand
that offers an extensive core product,
disrupted. When we reopen and see what the world
looks like, we will have a new level-setting to see where
we go from here. What we return to in terms of growth,
and having a contactless payment so
you can just tap a credit card. The
hours of operation will be reduced,
Strauss
(LEVI), $12.89
Before the Covid-19 crisis, experiential
was a big focus. The mall of the future
will be a different kind of gathering
they are advertising digitally.

We’ve seen a lot of carnage so far.


that carries over from season to sea-
son, and it has a durable financial
position with $1.8 billion in liquidity.
starting maybe at 20 hours a week. Iconic brand and a place—how do you turn a shopping Is it time to buy yet?
Photograph by MATT FURMAN What parallels can we draw from well-run company center into a community-engagement It’s time to get your shopping list Thanks, Dana. B
32 BARRON’S May 4, 2020

I N C O M E I N V E ST I N G
Companies with better dividend growth and lower
yields tend to have more stable businesses and
cash flows to better weather downturns.

Stock Funds Focused


mance illustrates both the strength of energy, during the crisis.
growing dividends, as well as the im- Market-cap weighting is another
pact of companies that are cutting important factor to consider in these
payouts amid the pandemic. funds. The WisdomTree U.S. Divi-

On Dividend Growth
Technology and health care were dend Index has about 1,370 compo-
the fund’s two biggest sector weight- nents. It’s seen about a 2% decline in
ings as of March 31, accounting for the dividends paid out since late last
about one-third of its assets. Top hold- year. But the drop among large-cap

Hold Up in Era of Cuts


ings included Microsoft (MSFT), Ap- stocks in that index has been 0.7%,
ple (AAPL), and Becton Dickinson compared with 9% for mid-cap com-
(BDX). Becton on April 28 declared a panies and nearly 12% for small-caps,
quarterly dividend of 79 cents a share, he notes.
in line with its previous disbursement. For example, the WisdomTree
Microsoft and Apple, with their strong U.S. LargeCap Dividend exchange-

D
balance sheets, are expected to at least traded fund (DLN), which is down
ividend growth crease, making it one of a handful of maintain their dividends. about 17% since the market reached
funds have outper- companies to buck the cut-or-suspend “The two largest dividend-paying its all-time high in February, mostly
formed the trend during the pandemic crisis. sectors, technology and financials, have holds large-cap names. But the Wis-
broader market Dividend-oriented stock funds of- held firm and are well-capitalized with domTree U.S. MidCap Dividend
during the corona- ten fall into one of two buckets: those low payout ratios,” says Tom Huber, ETF (DON) is off 30% over that time.
virus crisis—a that emphasize higher-yielding stocks the longtime manager of the fund. He The WisdomTree US Quality
seemingly coun- and those that prefer lower-yielding added, though, that the banks “are Dividend Growth ETF (DGRW),
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

terintuitive performance as a number holdings with better payout growth. more vulnerable the longer and deeper” which is down about 13% since Feb.
of high-profile U.S. companies have “If you are going to be in a dividend the pandemic and its fallout last. 19, has some 280 holdings culled from
cut or suspended their payouts. By Lawrence C. strategy, a dividend-growth strategy is As of Friday, five of the fund’s hold- the company’s much larger U.S. divi-
Take Vanguard Dividend Strauss probably a safer place to be right now ings have cut or suspended their divi- dend index. The fund, mostly made up
Growth(ticker: VDIGX), which is and should be for the foreseeable fu- dends recently, Huber says. Positions of large-cap companies, selects hold-
down around 13% since the S&P 500 ture,” says Dan Sotiroff, a passive- he’s added to recently include Mar- ings based in part on expected long-
peaked on Feb. 19, about two percent- strategies analyst at Morningstar. riott International (MAR) and Hil- term earnings growth, while still
age points ahead of the broader mar- Those companies with better divi- ton Worldwide Holdings (HLT), both weighting firms by total dividends.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ket’s performance. The fund reopened dend growth and lower yields, Sotiroff of which have suspended their dis- The quality dividend ETF’s top
to new investors this past August, adds, tend to have more stable busi- bursements amid the pandemic. holdings include Verizon Communi-
after having been shut since July 2016. nesses and cash flows—and they can Indeed, says Jeremy Schwartz, cations (VZ) and Procter & Gamble
“When a company is in a position “weather market downturns much global head of research at Wis- (PG), which announced a 6% quar-
to, at a minimum, maintain its divi- better than the broader market.” domTree Asset Management, “the terly dividend increase on April 14.
dend and perhaps even grow it, that The performance of another fund sector impact is clearly the dominant One possible concern for these divi-
becomes a very powerful value propo- that emphasizes such companies— story across all the markets.” dend-growth funds is that their uni-
sition to equity investors,” says Don- T. Rowe Price Dividend Growth He points out that technology and verse of potential stocks will shrink,
ald Kilbride, the longtime manager of (PRDGX)—is about even with that of health care have fared much better given all of the companies cutting and
the fund. the S&P 500 since Feb. 19. Its perfor- than more cyclical sectors, such as freezing payouts.
In normal times, he says, the hint of But Vanguard’s Kilbride points out
a company cutting or freezing its pay- that prices have been knocked down,
out would be “a reason to sell a stock Dividend Growth Protection? creating more stocks to look at. “We
if we thought that was going to hap- Many dividend growth funds have held up better than the overall market, even though dividend cuts and don’t have a playbook for this,” he
pen, but we want to be a little bit more suspensions have increased recently. adds. “We don’t necessarily sell some-
open-minded on those decisions.” Return Since thing where we see a deceleration or
As of March 31, the portfolio’s top S&P 500 slowdown in the dividend, but we want
holdings included McDonald’s Peaked on SEC Expense Morningstar to understand the underlying reasons.”
(MCD) and Johnson & Johnson Fund / Ticker Feb. 19 Yield AUM (bil) Ratio Category And Huber expects investors to be
(JNJ). Its largest sector weighting at SPDR S&P Dividend / SDY -17.5% 3.2% $15.4 0.35% Large Value forgiving, as well. “The search for
that time was health care, followed by yield will be alive and well on the
Vanguard Dividend Appreciation / VIG -12.3 2.2 41.0 0.06 Large Blend
industrials and consumer staples. The other side of this, given the rate envi-
fund has a strong long-term perfor- Vanguard Dividend Growth / VDIGX -13.3 2.2 35.4 0.22 Large Blend ronment,” he says. “Investor focus will
mance record, with its 15-year annual T.Rowe Price Dividend Growth / PRDGX -14.8 1.4 13.9 0.64 Large Blend eventually move from ‘How do I pre-
return of 9.4% beating nearly all of its serve my capital?’ to ‘Where can I
WisdomTree U.S. Dividend Growth / DGRW -12.7 2.4 3.1 0.28 Large Blend
Morningstar peers. earn a decent return?’ Healthy, safe,
Johnson & Johnson in mid-April SPDR S&P 500 Trust / SPY -15.0 2.0 260.3 0.095 Large Blend and growing dividends will be ex-
declared a 6% quarterly dividend in- Data as of April 28. Sources: Morningstar; Bloomberg; company reports tremely valuable.” B
May 4, 2020 BARRON’S 33

TE C H T RADER
The quarter’s biggest surprise was that both
Alphabet and Facebook said that advertising
demand had stabilized in April.

Big Tech’s Big Week:


brands, technology, and gaming. Both revenue estimate by almost $4 billion.
Facebook and Alphabet warned that Microsoft had also warned that its
risks remain, that the June quarter original forecast for its PC segment
would be tougher, and that extrapo- would be too high. The warning

5 Earnings Takeaways
lating from April is risky. But, for proved unnecessary. That segment’s
now, online advertising is proving revenues were right in line with the
more resilient than expected. original prediction.
Backing buybacks. In previewing For now, there is no winning any-
Apple (AAPL) earnings this past week way. Intel (INTC) pulled its full-year
on Barrons.com, I noted that Apple guidance and got punished; Ad-
was likely to announce a new buyback vanced Micro Devices (AMD)

I
plan. One reader sent me a handful of bravely issued a full-year outlook,
n just three days over the past (MSFT) Azure cloud is growing reve- emails doubting that Apple would but it was below its previous forecast,
week, the five largest tech com- nue at nearly 60% a year. In just a few double down on stock repurchases, so its stock was punished, too. This
panies—Microsoft, Ama- weeks, Amazon hired 175,000 people. noting that they have become a politi- past week, Apple decided not to give
zon.com, Apple, Alphabet, And Facebook just hit 3 billion us- cal hot potato. In fact, much of the guidance for its June quarter. Inves-
and Facebook—all reported ers—nearly 40% of the earth’s popula- corporate world has suspended buy- tors might not have liked it, but the
earnings. They also happen to tion. The big are getting bigger. back programs. But not big tech. fact is no one knows what’s coming.
be the five largest companies in Better than advertised. Digital Alphabet bought back $8.5 billion June swoon? It’s good news that
the S&P 500, so the results mattered— advertising was one of the primary of stock in the quarter, a record quar- big tech did better than expected in
a lot. The news was better than feared, worries for the internet sector heading terly haul; Microsoft repurchased $6 the March quarter. But let’s remember
though plenty of questions remain. By Eric J. Savitz into earnings season. Airlines, hotels, billion, and Apple bought back $18.6 that it was mid-March or later before
Here are my five takeaways: retailers, restaurants, and movie stu- billion, while raising its dividend 6%. the shutdowns really started. The
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

What bear market? While the dios—all large online ad buyers—have Apple also announced a $50 billion economic pain didn’t hit full force
S&P 500 was still down 10% year to little reason to promote themselves, buyback program, on top of its exist- until the current quarter. Amazon
date through Thursday’s close, the while small businesses are focused on ing $40 billion authorization. Inves- says it could be breakeven or worse in
tech-heavy Nasdaq Composite is basi- conserving cash. The quarter’s biggest tors want repurchases, and I would the June quarter, as the company
cally back to flat. Most of the credit surprise was that Google’s parent Al- defend the companies’ right to make ramps up Covid-19 related spending.
goes to the tech giants. In April, the phabet (GOOGL) and Facebook both them. They’re still hiring people, they Apple says that iPhone sales will be
S&P 500 rallied 12%, and big tech still said that advertising demand had sta- spend freely on research and devel- materially worse. The ad recoveries at
managed to outperform, led by gains bilized in April. opment, they have ample cash, and Facebook and Alphabet are nice, but
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

of 23% for Facebook (ticker: FB) and Pivotal Research analyst Michael they continue to generate lots more. year-over-year comparisons in June
27% for Amazon (AMZN). As I wrote Levine, who had been deeply bearish None of them is taking government are going to look worse than March’s.
in mid-March, all five of these compa- on Facebook, was so shocked that he stimulus dollars. Why shouldn’t they Microsoft’s cloud business looks
nies will exit the crisis stronger than backed away from his Sell rating, buy back shares? strong, but the company won’t be in-
they began. They have sterling bal- upgrading the stock to Hold. Results, In search of guidance. At this sulated from a deep recession. No one
ance sheets, dominant market posi- he said were “far better” than anyone point, I’m not sure why some compa- will be. So it’s fine to breathe a sigh of
tions, and smart management. The had anticipated. He says that weak- nies are still providing guidance. Apple relief over the first quarter. But keep
crisis is only accelerating their lead. ness in sectors such as travel and pulled back its forecast in February, your mask on; we’re not done yet. B
Apple has 550 million subscribers small business were offset by and every analyst overcorrected. The
to various services. Microsoft’s strength in direct-to-consumer retail company ultimately beat the consensus email: eric.savitz@barrons.com

CIHIX C U L L E N I N T E R N AT I O N A L H I G H D I V I D E N D

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34 BARRON’S May 4, 2020

THE EC ONOMY
The trading opportunity is simply wagering that
the Fed succeeds in moving inflation at least near
its 2% target over the next 10 years.

Hot Betting Tip: Take


before the economy tanked and oil risk of inflation faster than 2% a year
futures settled at negative prices. was perceived to have been higher than
The better bet is to look at caps and the risk of prices rising slower than 2%
floors that last for 10 years. Longer- a year. That changed after oil prices

The ‘Over’ on Inflation


term inflation caps should generally tanked in 2014. From then until the
be more expensive than shorter-term beginning of this year, the two bets cost
versions because underlying inflation- about the same, reflecting 2% as a rea-
ary trends should eventually reassert sonable midpoint for expected CPI
themselves over decadelong horizons, inflation. In the past few months, how-
even if blips in the oil price hold down ever, the price of a 2% floor has soared

A
inflation for a few years. Yet while this while the price of the 2% cap has
lmost no one is con- “During the global financial crisis, tendency is true for 1% caps, the price plunged, such that the floor now costs
cerned about inflation. there was a concern that we might see spread between five-year and 10-year about 10 times as much as the cap.
And why should they deflation, but it didn’t happen” because 2% caps has steadily declined over Ultimately, however, the best reason
be? The economy is “inflation expectations did not move time and is now close to zero. it might be worth betting on inflation is
collapsing, oil prices strongly down.” Moreover, “The Fed- The opposite has happened with 2% that faster price increases would help
are at multidecade eral Reserve is strongly committed to floors, with the 10-year now about as the economy recover more quickly
lows, and consumers maintaining 2% inflation over time.” expensive as ever relative to the five- after the virus is defeated. By limiting
are largely prevented from spending by The trading opportunity is simply year version. (The 10-year 0% floor our ability to spend, the virus is forcing
a highly contagious disease. Prices are wagering that Powell and his col- now trades slightly cheaper than the consumers to save. The U.S. personal
more likely to fall than rise too quickly. By Matthew C. leagues more or less succeed at their five-year 0% floor, which probably savings rate in March was 13.1%, the
This consensus could present a trading Klein stated objective and move inflation at reflects the rarity of sustained deflation highest since the end of 1981. (Back
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

opportunity for the intrepid speculator. least near their 2% target. This can be in societies determined to avoid it.) then, however, short-term interest
According to an analysis of deriva- done by buying inflation “caps,” de- There are two other reasons to rates were in the double digits.)
tives prices by economists at the Fed- rivatives that pay off when the con- think that 10-year 2% caps are rela- If consumers are permanently
eral Reserve Bank of Minneapolis, sumer price index rises faster than the tively attractive. First, they now cost scarred by this crisis and keep their
traders currently think there is only a agreed strike rate, and by selling infla- about the same as a 10-year 3% cap, savings rate elevated, we will suffer
1.3% chance that the consumer price tion “floors,” which pay off when in- which is unusual. Betting that the slower growth for many years to come.
index will rise by more than 3% each flation is slower than the strike rate. economy returns to something close to We should, therefore, hope today’s sav-
year over the next five years, on aver- Five-year caps that pay out when normal isn’t much more expensive ings get spent as soon as possible. Most
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

age. The last time CPI inflation actually yearly CPI inflation averages more than insuring against a significant of that extra spending would probably
averaged more than 3% for that long than 2% are now cheaper than five- upward bump in the price level. get absorbed by the excess capacity
was from 2003 to 2008, although it year “floors” that pay out when yearly Second, the current gap between currently plaguing the economy. But
was the norm from 1964 to 1995. inflation averages less than 0%. Given 10-year 2% caps and 2% floors is un- some of it wouldn’t, which would lead
The Minneapolis Fed also calculates the magnitude of the coronavirus cri- precedented. In the immediate after- to a bump in prices of the sort we expe-
a 90% implied chance that inflation sis, however, it probably isn’t prudent math of the financial crisis, the consen- rienced after the end of rationing fol-
will average less than 1.5% each year to bet that inflation will average 2% sus was that Fed bond-buying and lowing World War II. After all, higher
over the next five years, on average. over the next five years. After all, the large budget deficits would necessarily prices for essential goods such as hand
Since the data began in 1913, five-year Fed had failed to generate 2% inflation generate inflation. At the very least, the sanitizer and face masks will be neces-
stretches of sub-1.5% CPI inflation have sary if we want to encourage producers
occurred only about a quarter of the to make more of them, especially if it’s
time, with more than half of those epi- Inflation? What Inflation? accompanied by reshoring production
sodes occurring during the 1920-21 Prices of 2% inflation caps are at all-time lows, while prices of 2% inflation floors are still near all-time highs. from unreliable overseas suppliers.
depression, the Great Depression, and Prices of CPI inflation caps and floors, 2% strike 10-year maturity
More generally, reallocating labor
the 1937-38 recession. More recently, and capital from sectors such as casi-
sub-1.5% CPI inflation has coincided 1,000 nos and cruise lines to medical manu-
with sharp drops in the price of oil, Floor Cap facturing and grocery delivery will
even when the underlying economy 750 probably be necessary, but it will also
was doing reasonably well. lead to reductions in productivity as
Job losses and oil-price changes are workers learn new skills and busi-
500 nesses write down old investments.
on track to be at least as severe as those
earlier episodes, although consumers’ Broadly rising price and wage inflation
expectations for inflation and the gov- 250 will smooth the adjustment process.
ernment’s response are markedly dif- Things might not play out like this,
ferent today. Great Depression–style 0
but market pricing is now so skewed
price declines aren’t likely. As Federal against this outcome that a contrarian
Reserve Chairman Jerome Powell noted 2010 ’11 ’12 ’13 ’14 ’15 ’16 ’17 ’18 ’19 ’20 bet could be worth the risk. Consider
in his press conference on Wednesday, Source: Bloomberg it a hedge against future inflation. B
May 4, 2020 BARRON’S 35

F UN DS MAILBAG
In These Volatile Times, Fortune Favors the
Low-Vol ETFs Disappoint
Brave, Especially Now
By Evie Liu Investors worried that factory shutdowns To the Editor: specific debts of the individual states in
could lead to significantly lower power If we did not have these ups and downs, the exigent circumstances.

D
uring recent selloffs, including usage, and that struggling households market would be very boring (“In a Stock Debt Assumption was a U.S. financial
the sharp drops that sent the might not be able to pay their utility bills. Market Like This, Anything Could Cause policy executed under the Funding Act of
market into bear territory, “low- Balance sheets also became a concern, the Next Panic. Here’s What to Watch,” 1790. The first secretary of the Treasury,
volatility” stocks beat the overall helping to accelerate the drop, says Nick Cover Story, April 24). People who bought Alexander Hamilton, proposed that the
market. But no more. Once the initial shock Kalivas, senior equity products strategist four weeks ago have already made 25%. federal Treasury take over and pay off all
subsided, investors opted for so-called qual- at Invesco. Not helping matters: The real Fortune favors the brave. If you cannot tol- the debt that states had incurred to pay for
ity stocks, as the Covid-19 pandemic re- estate sector, another big overweight in the erate the ups and down of the market, please the American Revolution.
minds everyone that there’s more to risk Invesco ETF, fell 38% due to worries about sell everything and watch the market going Juan M. Bracete
than just the size of a stock’s price swings. deferred mortgages and rent payments up in the long term. You will lose 1% to 2% Coral Gables, Fla.
Ever since the financial crisis, investors amid coronavirus shutdowns. to inflation every year if you stay in cash.
have flocked to the stocks with the small- It wasn’t just sector bets, however. While Farid Ullah
Prudent Investing
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est price swings, dubbed low-volatility the $33.4 billion iShares Edge MSCI Min On Barrons.com
stocks. The lack of volatility was sup- Vol USA ETF (USMV), which keeps its
posed to steer investors away from dan- sector weighting more aligned with the To the Editor:
ger, and for the most part, it did. When S&P, held up better than the Invesco ETF Inflation Is Coming I greatly appreciated the interview with
the S&P 500 index plunged nearly 20% since Feb. 19, beating it by over three per- Annie Duke (“This Famous Poker Player
during the fourth quarter of 2018, for centage points, it has trailed the S&P by one To the Editor: Can Help Investors Play a Tough Time,”
instance, the $9.6 billion Invesco S&P percentage point. Anyone hoping that low- Modern monetary theory proposes that Interview, April 24). She highlighted one of
500 Low Volatility exchange-traded vol funds would mean smaller losses during there is a limit to the government’s ability to the most overlooked factors for successful
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

fund (ticker: SPLV)—the purest play for this market tumble has been disappointed. borrow: when capacity utilization of re- investing, which is a framework for making
low-vol stocks—suffered only half of that Don’t expect things to get much better, sources reaches 100% (“Today’s Stimulus prudent decisions.
loss. Even in the early stages of the cur- says Morgan Stanley Investment Manage- Spending Will Lead to Tomorrow’s Infla- I find that establishing a well-defined
rent crisis, from the S&P 500’s peak on ment portfolio manager Andrew Slimmon. tion, Up & Down Wall Street, April 24). investment policy statement, or IPS, at the
Feb. 19 until March 9, Invesco’s low-vol If the economy begins to open up and With the economy shut down, we now are onset is crucial to this process. A proper
ETF fell 13% to the S&P’s 19% decline. come out of a recession, the market’s at 100% utilization already. With no extra IPS should outline the client’s goals, risk
But extend that time frame out two more cheapest stocks—airlines, cruise lines, and goods being chased by a flood of new dol- tolerance, and time horizon. It should also
weeks, through the market’s low on March hotels—are likely to bounce back sharply, lars, we may see inflation much faster than clearly stipulate any triggers that would
23, and the S&P 500 had fallen 34% and the he says. None of those stocks appear in economists are reckoning. require adjustments within one’s portfolio.
Invesco ETF by a deeper 36%. Since that low-volatility portfolios. George Powell Implementing such a strategy removes the
bottom, the low-vol ETF has recovered 27% And if the economy doesn’t bounce Carmel Valley, Calif. anxiety of deciding when to act, and what to
to the S&P’s 30%. back? High-quality stocks might make a do, to achieve one’s financial goals, since the
Has low volatility failed? In its purest better bet. While definitions of quality dif- road map is already firmly in place. This is
form, perhaps. The Invesco fund holds the fer, they usually screen for companies that Hello, Alexander Hamilton especially true during tumultuous markets.
100 stocks that had the smallest price have high profit margins and healthy bal- Jonathan I. Shenkman
swings in the past 12 months; it rebalances ance sheets. The latter quality, in particular, To the Editor: West Hempstead, N.Y.
quarterly but otherwise does not put any has been valuable when companies struggle Regarding the views of Sen. Mitch McCon-
parameters around its holdings. That often with cash flow and a tightening credit mar- nell mentioned in “The Coronavirus Crisis
leaves the fund with large sector weightings ket amid the Covid-19 disruptions. The $1.8 Is Starting to Hit Muni Bonds. Why That Send letters to Mail@Barrons.com.
that make it look nothing like the S&P 500. billion Invesco S&P 500 Quality ETF Matters,” (April 24): Promoting, or even To be considered for publication,
For instance, the ETF has 28% in utility (SPHQ) has nearly no exposure to utilities allowing, states to go bankrupt would create correspondence must bear the writer’s
stocks, a sector that makes up less than 4% and real estate. Instead, it’s heavily invested an unprecedented upheaval in the financial name, address, and phone number.
of the S&P 500. in the technology, health-care, and con- markets. It is unlikely that the majority of Letters are subject to editing.
Historically, that has helped perfor- sumer-staples sectors. Since Feb. 19, the states will be able to reasonably accommo-
mance in downturns, but recently, it fund has outperformed the S&P 500 by date the financial burden created by the
hasn’t. The utility sector fell 36% from the nearly four percentage points and beaten Covid-19 pandemic. The Readback, a podcast taking you inside
S&P 500’s peak to its trough, two percent- the Invesco Low Volatility ETF by eight There is a precedent in American history the latest stories, is available wherever
age points deeper than the index itself. points. B for the federal government to take over the you listen to podcasts.
36 BARRON’S May 4, 2020

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MARKET WEEK
April 27 through May 1, 2020

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Just Looking
Jobless claims data showed an additional 12.5%
3.8 million Americans had filed for
unemployment insurance.
The Great Reopening 10
The stock market soared as some states China Crisis?
began allowing businesses to restart. Concerns that the U.S. would retaliate
against China for the coronavirus helped
7.5
sink markets on Friday.
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2.5
Race for the Cure
Gilead announces that remdesivir met its
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

primary goals in a government study. The 0


possibility of a Covid-19 treatment sent
stocks skyrocketing.
-2.5
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics

F
or the past two nomic reopening showed that the situ- finally notice. The U.S. blamed China

THE TRADER months, the market


has been following
story lines as simple as
ation might not be the national
nightmare it was supposed to be.
And then it had to go and get
for Covid-19 and hinted at retaliation.
China’s state-controlled media said
the U.S. had failed its own citizens and
any fairy tale. Get messy. Rather than one single day the world. Meanwhile. the Commerce
ready for a Pyn- when the country would throw the Department quietly made it more dif-
chonian turn. doors open, we get a staggered set of ficult for U.S. companies to sell certain

The The narratives that have been driv-


ing the market since the coronavirus
reopenings as states act on their own.
Georgia reopened this past week, and
technology to Chinese companies
linked to its military. “The late-week

Market’s crisis began have been straightfor-


ward. At first, the S&P 500 index
By Ben Levisohn New York might not open until June.
Even within states, the rules aren’t
ramp up in tension was [definitely]
significant,” Evercore ISI’s Dennis

Fairy-Tale
tumbled 34% to its March low because necessarily one size fits all. Politics are DeBusschere says.
the U.S. economy was going to come coming into play, as the virus hits rural Was it ever. The S&P 500 gained

Rise Takes
to a full stop, causing a massive reces- and urban areas unequally. All that 3.6% during the first three days of the
sion. Then the index rebounded off might make sense, but for the stock week, before dropping 3.7% on Thurs-
those lows—and experienced its best market, it sure complicates the math. day and Friday. All told, the index
A Detour month since 1987 in April—because a
combination of monetary policy, fiscal
Still, the market might have been
able to live with the added complexity
dipped 0.2% to 2830.71, while the
Dow Jones Industrial Average de-
stimulus, advances in potential treat- if tensions between the U.S. and China clined 51.58 points, or 0.2%, to
ments, and the possibility of an eco- hadn’t re-escalated enough for it to 23,723.69, and the Nasdaq Composite
M2 BARRON’S May 4, 2020 May 4, 2020 BARRON’S M3

fell 0.3%, to 8604.95. Only the small-cap


Russell 2000 was able to finish the week
could be more rapid than widely envi-
sioned,” says Darda, who counts himself
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
THE S&P 500 DIVIDED INTO 11 SECTOR ETFS
higher, up 2.2%, at 1260.48. among the optimists.
“The market is delicately balanced,” says At this point, we’d like to choose a side,
Peter Andersen of Andersen Capital Man- though we wouldn’t be surprised if stocks Oil & Gas 3.17%
agement. “But if you put an additional rise and fall but ultimately go nowhere over Financials 1.86
feather on one end, you see it tip to that the next couple of months—and we’re not Industrials 1.79
side.” alone in that view. “Like a compass in a
Basic Materials 1.36
The tip came this week just as the S&P monsoon, the market can’t find direction
500 had traded as high as 2954.86, a level yet,” Andersen says. “There will be a strong Technology 0.47
that was important for technical and funda- pattern of dips and spikes of positivity for –0.79 Consumer Services
mental analysts. For technicians, it sits near the next 60 days.” –0.93 Consumer Goods
the 61.8% Fibonacci retracement level that As we said…messy.
–1.02 Telecommunications
can often act as resistance when stocks are
bouncing back from a large decline. 4 Better-Than-Boeing Bargains –2.58 Health Care
It’s also near what many strategists view Covid-19 is blowing a gaping hole in the –4.14 Utilities
as the potential high point for the market balance sheets of U.S. corporations. It’s a
based on valuations. For instance, Christo- big problem for stock investors, who, es- * For breakdown see page M32. Source: S&P Dow Jones Indices
pher Harvey, head of equity strategy at sentially, are seeing billions in value trans-
Wells Fargo Securities, observes that using ferred from their portfolios to bondholders.
a “normalized” earnings number of $150 a The new debt, after all, isn’t being used for is complete, it will have about $50 billion. is off 34% year to date and trades for 11 Visit www.sectorspdrs.com
share for the S&P 500 and a price/earnings new plants or product development—two Boeing’s market value, from the end of times estimated 2021 earnings. Stifel ana-
or call 1-866-SECTOR-ETF
ratio of 20 would put stocks near 3000. Of things that add to future profits. Instead, 2018 to the present, is down by roughly lyst Matthew Sheerin acknowledges the
course, put a 17-times multiple on those it’s being used to keep the lights on or pay $100 billion. With debt up only $45 billion, business environment is challenging, but
same earnings, and the S&P 500 would be workers more to keep them on the job dur- An investor should consider investment objectives, risks, charges and expenses carefully before investing. To
one could argue that Boeing has been pun- rates NetApp shares a Buy, calling recent
obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.
closer to 2500. “Everything is a shade of ing the pandemic. ished enough. levels “an attractive value entry point.” com. Read the prospectus carefully before investing.
gray now,” says Harvey, though he ulti- Still, many stocks have fallen much far- It isn’t quite that simple. Boeing isn’t Fox (FOXA) is in the news and enter-
mately expects the market to head higher. ther than what the amount of added debt making the same kind of money it once tainment business. Debt is up $1.8 billion All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks,
Introducing Barron’s Roundtable Whether you agree likely depends on might imply is fair. That creates an oppor- did—and probably won’t for a long while. and enterprise value is down $5.3 billion. which generally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
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whether you think social distancing is still tunity for investors to pick up depressed Commercial aviation is a shadow of its for- Fox shares are down 32% year to date and ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
Providing a look at the trading week ahead to a thing in six to 12 months. If Americans stock in companies likely to survive the mer self, and industry executives expect it trade for 11.5 times estimated 2021 earn-
are slow to re-engage and consumers de- coronavirus-induced economic pause, de- will take years for air travel to return to ings. Advertising dollars are down, but that
help you anticipate market shifts, take informed cide that they’re better off saving than spite higher debt levels. 2019 levels. That hurts demand for new will change when the economy reopens.
risks, and make smarter investment decisions. spending, it could be a very long slog back
to anything that resembles normal eco-
Overall, S&P 500 companies have added
about $210 billion in debt over the past few
jets. What’s more, Boeing burned through (Barron’s is owned by News Corp, which
more than $4 billion in cash during the first shares common ownership with Fox.)
nomic growth. Throw in a virus revival, months. It’s an incredible number. But their quarter of 2020. Finally, there’s HP (HPQ), the printing
and it would be that much worse. “If there’s enterprise value—defined roughly as mar- There are other companies where total giant. Debt is up $1.2 billion and enterprise
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

a second wave and things have to stay fro- ket capitalization combined with net debt— value is off by more than added debt and value is down $1.9 billion. The stock is off
SPONSORED BY zen, that would be bad for the market,” says has fallen by about $760 billion over the where cash burn hasn’t been an issue, at 28% year to date and trades for just six
MKM strategist Michael Darda. same span. least through the first quarter of 2020. times estimated 2020 earnings. J.P. Morgan
But there’s a bull case as well, Darda The poster child for this dynamic is That’s a good place to start to sift though analyst Paul Coster rates shares the equiva-
says. States could reopen cleanly, compa-
nies could hire workers back nearly as fast
Boeing (ticker: BA). The commercial aero-
space giant announced it was selling $25
the debt explosion and look for new stock
opportunities. Barron’s identified four
lent of Buy and wrote recently that the
stock is “attracting the attention of value
Manage Your Barron’s
as they laid them off, and the social-dis-
tancing economy could fade away and be
billion in bonds on Thursday evening, hav-
ing already added gobs of debt this year. At
stocks in the S&P 500 that fit the bill.
The stocks include industrial, tech, and
investors.”
To be sure, all four stocks are value Account Online
replaced by one that has been juiced by the end of 2018, Boeing had roughly $5 entertainment names. Travel and discre- stocks, which typically feature low P/E ra-
both the Fed and Congress. “The recovery billion in net debt. After the bond offering tionary retail stocks aren’t represented. tios. Investors need to be comfortable with a
Their debt is up and value is down, but, value mind-set, which prioritizes low valua- Update your account details any time.
like Boeing, cash burn and uncertainty are tions and industry stability over sales It’s quick and easy.
Fox Business Vital Signs just too high. Consumer-staples stocks also growth and rapid change. It sounds like a
didn’t make the cut, as their value just sensible strategy, but value stocks have un- • Place delivery holds
Fridays at Friday's Week's Week's
Close Change % Chg. Last Week Week Earlier hasn’t fallen that much. derperformed growth stocks for a long time. • Change an address
10 PM ET DJ Industrials 23723.69 -51.58 -0.22 NYSE Advances 2,108 1,211 Johnson Controls International (JCI) The Russell 2000 Growth Index has re-
• Report an issue
DJ Transportation 8144.86 +52.46 +0.65 Declines 929 1,825
is a maker of climate, fire, and security turned about 12% a year on average over the
DJ Utilities 759.08 -36.01 -4.53 Unchanged 31 32
technologies for commercial buildings. The past five years. The Russell 2000 Value In- • Update your payment information
DJ 65 Stocks 7658.99 -65.06 -0.84 New Highs 66 46
DJ US Market 695.93 +0.03 +0.00 New Lows 25 76 company has added about $1.9 billion so far dex, by contrast, has returned only about 3% • Reset your password and more
NYSE Comp. 11058.57 +40.68 +0.37 Av Daily Vol (mil) 5,786.9 5,361.6 in 2020, and its enterprise value has a year on average.
NYSE Amer Comp. 1877.50 +86.32 +4.82 Dollar (Finex spot index) 98.79 100.38 dropped by $10 billion. The stock is down Each of the four companies listed above
S&P 500 2830.71 -6.03 -0.21 T-Bond (CBT nearby futures) 180-210 182-000
more than 30% year to date and trades for faces unique competitive circumstances. Take action at customercenter.barrons.com
Crude Oil (NYM light sweet crude) 19.78 16.94
S&P MidCap
S&P SmallCap
1590.48
740.02
+40.11
+24.88
+2.59
+3.48 Inflation KR-CRB (Futures Price Index) 117.63 112.75
12 times estimated 2021 earnings. When Each has different management teams and avoid call wait times.
Nasdaq 8604.95 -29.57 -0.34 Gold (CMX nearby futures) 1694.50 1723.50 workers come back into buildings, its busi- making decisions about cutting costs and
Value Line (arith.) 5180.24 +191.53 +3.84 ness should rebound. adding debt during the pandemic.
Russell 2000 1260.48 +27.43 +2.22 NetApp (NTAP) provides data-storage Still, when stocks drop significantly and
DJ US TSM Float 28539.10 +31.99 +0.11
solutions. Debt is up $1.1 billion and enter- rapidly, it’s a good time to start looking. © 2020 Dow Jones & Co., Inc. All rights reserved. 2E7838
prise value is down $6.5 billion. The stock — Al Root
M4 BARRON’S May 4, 2020

EUROPEAN TRADER E M E R G I N G M A R K E TS
Investors May Lose Their Argentina’s Debt Is Only
Appetite for Sodexo For Bravest Investors
By Rupert Steiner ness has been hit hard, its valuation is By Craig Mellow political hot seat, Torres thinks. “The
not compelling, and “we are not fans of finance minister is an academic in love

F A
rench-listed caterer Sodexo, the its defocused strategy.” rgentine president Alberto Fer- with models,” he says. “I would have
world’s second biggest food- New CEO Denis Machuel is attempt- nandez recently unveiled his preferred someone with real world ex-
services group, feeds people in ing to refocus the group by making food own version of not letting a cri- perience.”
offices, schools, and airport service a priority. Last month, Sodexo sis go to waste: a stunningly Creditors, who include a roster of A-
lounges, and at sporting events. posted a 5.9% rise in underlying operat- aggressive proposal for restructuring his list asset managers, have little incentive
Demand for these services has been ing profit to €685 million ($742 million) country’s mountain of foreign debt. Bue- to accept the Fernandez/Guzman terms,
hit hard as consumers eat at home in the for the six months to Feb. 29, on sales of nos Aires intends to pay nothing for figures Siobhan Morden, fixed-income
fallout of the coronavirus crisis. Catering €11.7 billion. three years on more than $65 billion in specialist for Latin America at Amherst
firms are feeling the effects more than Machuel told Barron’s, “Our strategic bonds, according to reports from the fi- Pierpont Securities. “Why lock in a 2.33%
most, and Sodexo (ticker: SW.France) is agenda is working and has started to nancial battlefield. average coupon three years from now
braced for an unappetizing second half. deliver results. The first half was better After that, investors get a so-called when that’s what Peru just paid?” she
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A March report by Rabobank said that than we expected, with many positive haircut, or reduction in interest pay- says. Peru is a model borrower, with an
consumption of food on premises ac- signs in most segments that the under- ments, of 62%. investment-grade credit rating.
counts for 60% to 80% of all revenues lying dynamics were improving. Even before the coronavirus hit, mar- Torres sees some room for negotiation
among food-service companies—and “I am extremely proud of our teams’ kets expected the left-leaning Fernandez before Argentina’s next interest payment
such consumption right now isn’t al- exemplary efforts and engagement dur- to renegotiate liabilities left by his mar- is due on May 24. One “politically palat-
lowed across most of Europe. ing this [coronavirus] crisis, and I am ket-oriented predecessor, Mauricio able” concession the government could
But Sodexo had been facing hurdles convinced that the improved momentum Macri. But his plan undershot Wall make is granting so-called GDP warrants,
before the pandemic, so there won’t be in this first half will help us emerge Street’s already pessimistic scenario. The instruments that pay out if growth ex-
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much for investors to dine on when stronger than we were before.” price of Argentine bonds has tumbled ceeds the average 1.5% annually that Guz-
restrictions are lifted. Sodexo fetches 18.9 times this year’s from around 40% to 30% of par. man has modeled over the next decade.
The firm, which provides food for expected earnings and is valued at a 20% Fernandez and his finance minister That wiggle room might be enough for
events including Royal Ascot horse discount to its peers. The company is part Martin Guzman also skipped whole distressed debt specialists to take a
racing and the Super Bowl, saw shares of France’s CAC 40 index of leading chapters of the standard defaulter-bond chance on Argentine bonds at current
peak at 120.45 euros in 2017. stocks and has a market value of €10.1 holder playbook. Countries in the red prices, which Morden estimates are even
But by 2018, it had issued a profit billion. usually turn first to the International below recovery value on the govern-
warning, blaming weakness in its North It now employs 470,000 workers and Monetary Fund, looking for bridge fund- ment’s terms. It won’t fundamentally
America health-care and education divi- serves 100 million consumers a day in 67 ing in exchange for economic reforms. alter a debacle that has stained all sides.
sion, and a few underperforming large countries. Sodexo is the biggest French- Argentina went straight to private The IMF made the biggest loans in its
contracts. It had spread itself too thinly, based private employer in the world. creditors, with no apologies on policy. history, about $44 billion worth, to Ar-
diversifying into noncore areas such as The business has some challenges to “Fernandez’s program is back to classic gentina, based on Macri’s untenable
cleaning, security, lift maintenance, and overcome. It had suffered from a depen- capital and price controls, increases in promises of a turnaround. Yield-hungry
even corporate massages. Over the past dence on a few very large clients and has social spending, and attempts to tax the private markets bought in, big time. And
three years, the shares have fallen 39.8%, been seeking to expand to more, smaller rich, which haven’t worked well in the Fernandez is scoring short-term political
to €70.36. clients. Its previous strategy of diversify- past,” says Alison Graham, chief invest- points at inevitable longer-term cost for
French investment bank Société Gé- ing into nonfood areas was seen as a dis- ment officer at frontier markets specialist an economy that depends on a flow of
nérale thinks the stock has further to fall, traction and a barrier to gaining more Voltan Capital Management. dollar credits and investment.
forecasting a target price 19% lower at economies of scale. Argentina might have asked creditors The good news is that Argentina is
€57. Andrew Brooke, an analyst at RBC While Machuel is focused on deliver- for a crisis-driven standstill, like the one more anomaly than bellwether, despite all
Capital Markets, has marked Sodexo Un- ing strong growth, the business, along bond holders have granted to out-of- the world’s current troubles. Latin Ameri-
derperform, with a €60 target. with that of bigger peer Compass pocket Ecuador through August, adds can giants Brazil and Mexico are meeting
“Sodexo had many issues pre-Covid-19 (CODI), might never bounce back to pre- Hector Torres, a former IMF executive Covid-19 with, if anything, an excess of
and was struggling with its restructuring crisis levels, as people become accus- director now at the Centre for Interna- fiscal caution. Other countries nearing
and needed to invest,” Brooke wrote in an tomed to working from home, reducing tional Governance Innovation. The default are small and peripheral, markets-
April note. “Covid-19 will impact materi- demand for onsite canteens. harder line reflects the 37-year-old Guz- wise: Zambia, Tunisia, Bahrain, Angola.
ally and likely affect the time scale of the Sodexo’s stock is looking less man’s leap from cloistered economics Plenty of emerging market debt might be
recovery.” He added that while the busi- gastronomique and more ordinaire. B professor at Columbia University, to worth buying, just not in Argentina. B
May 4, 2020 BARRON’S M5

T H E ST RIKING PRI CE
Since 1980, Tyson has advanced 9,340%, com-
pared with 3,186% for the S&P 500. Demand for
meat is forecast to soar over the next 25 years.

Beaten-Down Tyson Foods Equity Options

Offers an Opportunity CBOE VOLATILITY INDEX


VIX Close VIX Futures

90
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index

295
270
245
70
220
By Steven M. Sears While it is tempting to speculate on Ty- 195
50 170
son’s earnings, it is difficult to confidently

T
145
his past week, Tyson Foods, the assert a short-term direction. What is evi-
120
country’s largest meat company, dent is Tyson’s long-term outperformance 30
95
warned the coronavirus endan- versus the S&P 500. Since 1980, the stock 70
gers the U.S. food-supply chain. has advanced 9,340%, compared with J J A S O N D J F M A M 10 J J A S O N D J F M A 45
In full-page advertisements in national 3,186% for the index. Its performance has Daily Values Source: CBOE Source: McMillan Analysis Corp.
newspapers, John H. Tyson, the company’s been bumpy the past few years, but the de-
chairman, warned that pork, beef, and mand for meat hasn’t abated and is forecast SPX SKEW NDX SKEW
chicken plants are being closed, removing to sharply increase over the next 25 years. Implied volatility % Implied volatility %

millions of pounds of meat from the supply To position, investors can buy Tyson 17% 16%
chain. This could create food shortages and stock and enhance the position with a “call 16 15
even the mass destruction of millions of spread.” With the stock around $60, inves- 15
14
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

chickens, pigs, and cattle. Without process- tors can create a call spread by buying the 14
13 13
ing plants, most farmers have nowhere to January $60 call option and selling the Janu-
sell livestock. ary $70 call for $4. The strategy is used 12 12
11 11
“The food supply chain is breaking,” he when investors think the associated stock
10
wrote. will advance and they want to lower the cost 10
9
By Tuesday, President Donald Trump of the options position, though this limits 8 9
signed an order that used the power of the the returns. Still, spreads are popular 7 8
J J A S O N D J F M A J J A S O N D J F M A
Defense Production Act to classify meat among aggressive investors who focus on 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.

processing as a critical infrastructure. Tyson the potential to earn triple-digit gains if ev- Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
stock rallied and closed the day smartly erything works as expected. between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
higher, but that was of little comfort to meat Should Tyson stock be at $70 at expira-
plant workers. tion, the spread’s maximum profit is $6. Week's Most Active
The United Food and Commercial Work- The earnings report will provide some Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
ers International Union responded by ask- much-needed clarity and likely offer an op- Syndax Pharmaceuticals SNDX 4544 1783 2761 96 96 47.3
ing the president for rules to protect even portunity to trade options and buy stock Kura Oncology KURA 4349 2358 1991 100 98 43.5
more workers from getting sick and dying. without inflated fear and greed premiums. Home Bancshares HOMB 4444 4328 116 140 98 31.7
Insmed INSM 17134 824 16310 768 71 22.3
Tyson stock appears to be in a holding pat- During the past 52 weeks, Tyson shares ServiceMaster SERV 5500 5198 302 260 95 21.2
tern ahead of its second-quarter earnings have ranged from $42.57 to $94.24. The Centennial Resource Devlpmnt CDEV 51068 50870 198 2568 99 19.9
report, to be released Monday. stock is down 34.1% this year and 20.1% Nielsen NLSN 126511 63249 63262 8464 91 14.9

Tyson (ticker: TSN) is expected to earn over the past 52 weeks. Teck Resources TECK 149679 137391 12288 11676 94 12.8
Hanesbrands HBI 98380 19156 79224 8024 91 12.3
$1.05 a share, down from $1.20 in the year- The strategy reflects a belief in buying Nordic American NAT 584646 457298 127348 51256 99 11.4
ago quarter. Estimates have declined by 27% good companies when the stock price is Eldorado Resorts ERJ 22275 13937 8338 2256 97 9.9
in the past three months, likely reflecting the weak and the macro themes are attractive. Cerus CERS 22667 22166 501 2368 94 9.6
Cognex CGNX 6269 4897 1372 656 52 9.6
current difficulties and seasonal patterns. On Tyson’s first-quarter earnings call in
Harley-Davidson HOG 173970 28543 145427 18648 94 9.3
The company advised investors during its early February, the company told investors TherapeuticsMD TXMD 28265 23929 4336 3148 96 9.0
last earnings call that the second quarter is that it had completed six consecutive quar- Audiocodes AUDC 10762 9018 1744 1208 88 8.9
traditionally weaker than the first quarter. ters of growth, and it was making plans for Hologic HOLX 23797 19065 4732 2732 96 8.7
F5 Networks FFIV 12175 7861 4314 1540 86 7.9
Despite the worsening outlook, Tyson an even brighter future.
Constellium CSTM 21826 21254 572 2820 93 7.7
shares have gained about 40% since mid- The company also announced the forma- NXP Semiconductors NXPI 32963 16931 16032 4304 91 7.7
March, almost double the performance of tion of the Coalition to Advance the Future This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
the S&P 500 index. of Sustainable Protein at the World Eco- 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
Tyson’s options are priced as if the stock nomic Forum in Davos to address ways to 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
will make an earnings-related move of about feed the world. Tyson CEO Noel White said should be aware of these increased risks if trading in these names
8%, up or down, compared with an average world population was estimated to reach 10 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.
realized move on earnings of about 4%, up billion by 2050, requiring an estimated dou- Source: McMillan Analysis

or down, over the past eight quarters. bling of protein production. B


M6 BARRON’S May 4, 2020
COMMODITIES
U.S. Steps to Stabilize Oil
Market Face Obstacles
G U I D E T O W E A LT H
By Myra P. Saefong sweet crude, such as WTI, because “what
Don’t
remains in terms of imports is likely what
O
il has suffered from eye-open- is required for refineries equipped to oper-
ing declines, with U.S. prices ate on medium and heavy grades of
on track for a loss of over 68% crude.”
so far this year. There are ac- On the day oil futures turned negative,
tions the U.S. could take to help stabilize the U.S. said it was looking to add as many
Panic.
the market but efforts might come too late, as 75 million barrels of oil to fill its Strate-
and none are without obstacles. gic Petroleum Reserve.
The recent oil-price collapse signifi- Filling up the SPR, to the tune of 77
cantly raises the likelihood that the Trump million barrels of available storage space,
administration will move to lessen regula- could be the most effective option for the
tory burdens placed on the U.S. oil indus- government to influence prices, says Paul
try, says David McCullough, partner in the Sheldon, chief geopolitical advisor, analyt-
energy and infrastructure practice of law ics at S&P Global Platts. It could also buy
firm Eversheds Sutherland. up to 365 million barrels of unproduced
Futures prices on April 20 settled in domestic crude, “utilizing legal authority
negative territory for the first time, with to raise the government stockpile to 1 bil-
Find an advisor with the the now-defunct May West Texas Interme- lion barrels.” The SPR had 636 million
diate crude contract at a negative $37.63 a barrels as of April 24.
experience and sophisticaton to barrel, indicating that investors would Congress would need to provide funds
need to pay buyers to take delivery amid a for this and that appears improbable, given
lead you through any crisis. lack of storage space. The front-month objections from Democrats, Sheldon says.
June contract settled at $19.78 on May 1. A plan to lease 23 million to 30 million
Demand suffered from efforts to reduce barrels of SPR storage space, or more, is a
the spread of Covid-19. “It will take a sig- more realistic option, he says.
nificant amount of time for the glut [of The Energy Department announced on
Visit the Guide to Wealth at supplies] to be fully alleviated due to the
buildup that has occurred and the fore-
April 14 that it was negotiating contract
awards with nine U.S. companies to store
barrons.com/guide casted continued drop in demand,” says about 23 million barrels of U.S.-produced
McCullough. oil in the SPR. Data show 1.1 million bar-
Among the most likely actions the ad- rels were added to the reserve in April,
ministration might take to raise oil prices indicating those contracts might already be
would be to limit crude or refined product in play.
imports into the U.S., which could benefit Meanwhile, the White House is consid-
producers and refiners, he says. ering taking stakes in U.S. energy firms in
Rystad Energy Senior Oil Analyst return for federal aid. That would “likely
Christopher Page, however, says crude be predicated on a quick economic recov-
imports from the Organization of the Pe- ery and return to 2019 levels of demand,”
NEW + IMPROVED! troleum Exporting Countries were already says Page. However, Rystad Energy ex-
New interface. as low as 926,000 barrels per day in Janu- pects oil demand to remain depressed
More insights. ary—before coronavirus-related restric- through 2020. “Offering a bit of federal aid
New finder tool. tions were put in place. The Energy Infor- may only prolong the inevitable for some
mation Administration pegged total of these companies,” says Page.
January U.S. crude-oil OPEC imports at Overall, the likeliest scenarios involve
about 27.1 million barrels, the lowest based SPR purchases and government bailouts
on data going back to 1993. for the industry, he says. “Unfortunately,
So, Page doesn’t expect import restric- they will be inadequate to stem the need
©2020 Dow Jones & Company. All Rights Reserved. 2E211 tions to have a “material impact” on light for shut-in U.S. production.” B
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
May 4, 2020 BARRON’S M7

I N S I DE SC OOP Original Filings POWER PLAY

Net 1 UEPS Technologies


(UEPS)
Value Capital Partners revealed a
A Kinder,
new position in the payments pro-
Gentler
Insiders at Olive Garden’s
cessor of 7,589,950 shares, or 13.4%
of the common stock. The entire
stake was purchased at prices rang-
ing from $2.97 to $3.65 a share from
March 10 through April 15. No
Activism
Parent Gobble Up Stock plans or proposals have been for-
mulated, though Value Capital
noted that it has had discussions
By CARLETON ENGLISH

I
covering a range of operational and f you listen closely, activist in-
strategic topics with Net 1’s board vestors are still agitating for
By ED LIN Darden director Timothy J. and other shareholders, and will change at companies—and suc-

I
Wilmott, a retired CEO of Penn probably do so again in the future. ceeding—albeit a little more
nsiders at the parent company National Gaming (PENN), paid $1 quietly than usual.
of Olive Garden restaurants million for 17,094 shares. Charles M. Typically, this time of year sees
bought $4.6 million of stock in
a recent public offering.
Sonsteby, a Darden director and
retired vice chairman of Michaels
Darden execs and
directors bought Increases in activists and targets locking horns.
Activists reveal positions in compa-
Darden Restaurants (ticker:
DRI), which also owns the
brands Capital Grille and Long-
(MIK), was also a big buyer, paying
$750,000 for 12,820 shares. Wilmott
and Sonsteby now own 17,094 and
78,000 shares in a
recent offering.
Shares of the
Holdings nies they say are undervalued, push
for board seats, urge breakups and
buybacks. Companies respond, ac-
Horn Steakhouse, announced on the 22,242 shares, respectively. parent of Olive Cutera (CUTR) cusing activists of shortsightedness.
night of April 20 that it priced an of- Darden didn’t respond to a request Garden have lost a Gamco Investors (GBL) slightly Dueling investor communications
fering of 7.83 million shares at $58.50 to make Lee and other insiders avail- third of their value lifted its stake in the medical- leading up to the annual meeting
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

each. Darden executives and directors able for comment regarding their so far in 2020. devices maker to 2,075,906 shares. can cause wild stock swings.
bought nearly 78,000 of those shares stock purchases. Over the course of Feb. 27 through But this year, stocks have other
from the underwriters. Raymond James analyst Brian M. April 24, Gamco sold 56,500 shares reasons to swing wildly, thanks to
The buying was led by President Vaccaro was upbeat on the stock offer- at prices ranging from $11.24 to uncertainty spurred by the pan-
and CEO Gene Lee, who paid $1.5 ing, and noted in an April 21 report $25.67 apiece and purchased 57,112 demic. And activist investors, cogni-
million for 25,641 Darden shares. The that it raised Darden’s liquidity to shares at prices ranging from $9.87 zant of the bad optics that come with
prospectus for the offering indicated about $1.4 billion, 70 weeks of opera- to $25.33 each. Following those waging proxy fights amid a global
that he had nonbinding “preliminary tion “at current burn rates.” transactions, Gamco now holds a crisis, have largely hung on the side-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

interest” in purchasing that dollar Vaccaro reiterated a Strong Buy 12% interest in Cutera. lines. That’s not to say they haven’t
amount of stock. Lee now owns rating on Darden stock, which has successfully pushed for change.
177,264 Darden shares in a personal lost about a third of its value so far in USA Technologies (USAT) Consider Elliott Management and
account. 2020. B Antara Capital disclosed that it Nielsen (ticker: NLSN). On Thurs-
holds 5,920,590 shares of the day, Nielsen said it agreed to name
payments-processing firm, equal digital-media veteran Jonathan
to about 9.2% of the tradable stock. Miller to its board and would grant
During the period of Feb. 27 Elliott access to some of its confi-

Activist Holdings acquisitions since 2016, but with little


to show for its efforts. Further, 40
North noted that for every year since
through April 27, Antara pur-
chased 613,022 shares at prices
ranging from $4.40 to $8.41 each.
dential information as it prepares to
separate its media and market-data
units. For two years, Elliott has said
GCP Applied Technologies GCP was spun from W.R. Grace Nielsen was undervalued, and it
(GCP) (GRA), “management has revised These disclosures hiked its stake to 13% as shares
are from 13Ds filed
40 North Management and
Standard Industries filed a joint
down its annual guidance, highlight-
ing a troubling lack of control over the
with the Securities
and Exchange Com-
mission. 13Ds are
Decreases in plunged during the market selloff.
Thursday’s agreement is an example
disclosure indicating that the
two investors own a combined
17,778,352 shares, equal to 24.4% of
business.” 40 North believes part of
the problem is that GCP’s board “lacks
a coherent strategy,” allowing the firm
filed within 10 days of
an entity’s attaining
more than 5% in any
Holdings of investors wielding influence with-
out the usual battle tactics.
While Elliott initially wanted
class of a company’s
the construction-materials maker’s to be overtaken by competitor’s “inno- securities. Subse- Winnebago Industries Nielsen to sell itself, it supported the
outstanding stock. On April 28, 40 vations and sales-force reach.” Only quent changes in (WGO) company’s plans to split and said on
North addressed a letter to GCP through change can GCP “become a holdings or intentions Punch Card Capital has cut about Thursday that it had a “collabora-
must be reported in
noting that both 40 North and premier global construction-products amended filings. a third of its stake in the motor- tive” engagement with the company.
Standard Industries will support company,” and that’s why 40 North This material is home and recreational-vehicle Nielsen’s CEO echoed Elliott, saying
from April 23 through
Starboard Value’s call to replace and Standard “have chosen to support April 29, 2020.
producer and now owns 1,684,842 the company appreciates the “sup-
GCP’s board of directors. 40 North Starboard Value’s call for new board Source: shares, a 5% stake. Punch Card port and engagement of all of our
cited that GCP has made numerous leadership.” InsiderScore.com sold 700,898 shares in April. shareholders.” The jury is out on
whether “friendly activism” persists
once the crisis has passed. B
M8 BARRON’S May 4, 2020

Charting the Market


A graphic look at selected stock activity for the week ended May 1, 2020 n Edited by Bill Alpert
GILEAD SCIENCES SIMON PROPERTY GROUP BRINKER INTERNATIONAL ZOOM VIDEO COMMUNICATIONS
GILD (NASD) • 79.95 • 0.31 87 SPG (NYSE) • 63.20 • 11.71 75.0 EAT (NYSE) • 21.88 • 6.01 28.0 ZM (NASD) • 138.56 • -20.24 172
 Early, encouraging data on 84  When states loosen their 67.5  The owner of Chili’s res- 24.5  Internet giants from 161
Gilead’s anti-Covid drug 81 lockdowns in May, the mall 60.0 taurants reported surpris- 21.0 Google to Facebook to Mi- 150
remdesivir lifted entire mar- 78 owner will reopen 49 of its 52.5 ingly good March-quarter 17.5 crosoft are beefing up video- 139
kets. March-quarter earn- 75 200 malls and outlet centers. 45.0 earnings and said takeout 14.0 conferencing offerings, amid 128
ings were good, but analysts M T W T F Investors also lifted shares M T W T F sales are growing. Other ca- M T W T F questions about Zoom’s user M T W T F

said the stock is fully priced. of rival Taubman Centers. sual-dining stocks rose, too. counts and its pricey stock.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
87.5 187 49.5 187
82.0 158 41.0 150
76.5 129 32.5 113
71.0 100 24.0 76
65.5 71 15.5 39
60.0 42 7.0 2

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


204 56 28 94
102 28 14 47
0 0 0 0
M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A

ROYAL DUTCH SHELL AMC ENTERTAINMENT HOLDING ADVANCED MICRO DEVICES HARLEY-DAVIDSON
RDS.A (NYSE) • 31.29 • -3.74 40.0 AMC (NYSE) • 4.57 • 1.52 6 AMD (NASD) • 49.88 • -6.30 60 HOG (NYSE) • 20.39 • 1.72 25

 The oil major cut its divi- 37.5  Georgia and Texas are al- 5  Sales grew 40% in the 57  The battered maker of 23
dend for the first time since 35.0 lowing movie theaters to re- 4 chip maker’s March quarter, 54 motorcycles reserved for 21
World War II, as low oil 32.5 open. AMC is planning for 3 but it guided analysts to a 51 losses on its loans to bike 19
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prices and demand halved 30.0 June releases, but vowing to 2 25% rate of growth for the 48 buyers, but finished the 17
M T W T F M T W T F M T W T F M T W T F
its March-quarter earnings. boycott Universal films re- full year, as the pandemic March quarter with good li-
Revenue shrank 28%. leased for home distribution. slows global demand. quidity and cash-flow plans.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
67.5 18.5 61 43
58.0 15.0 53 37
48.5 11.5 45 31
39.0 8.0 37 25
29.5 4.5 29 19
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

20.0 1.0 21 13

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


80 78 562 36
40 39 281 18
0 0 0 0
M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A

WESTERN DIGITAL SMILEDIRECTCLUB SYNDAX PHARMACEUTICALS CAPRICOR THERAPEUTICS


WDC (NASD) • 40.48 • -0.21 50.0 SDC (NASD) • 6.95 • 1.67 9 SNDX (NASD) • 18.16 • 6.46 21.0 CAPR (NASD) • 7.27 • 4.78 12
 While reporting a 14% 46.5  The seller of clear tooth- 8  In an online presentation 18.5  The microcap biotech firm 9
rise in March-quarter sales, 43.0 aligning braces said a new 7 at a cancer-research meet- 16.0 said six Covid-19 patients 6
the digital memory pro- 39.5 patent will protect its busi- 6 ing, the firm reported some 13.5 seemed to benefit from its 3
ducer suspended its divi- 36.0
ness. It also will start re- 5
encouraging results in the 11.0
infusions. The treatments 0
dend so it can pay down its M T W T F opening shops around the M T W T F first patients treated with M T W T F weren’t part of a formal or M T W T F
debt more quickly. world in May. its new drug for leukemia. controlled clinical trial.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
74.5 22.5 22.5 12.5
65.0 18.0 19.0 10.0
55.5 13.5 15.5 7.5
46.0 9.0 12.0 5.0
36.5 4.5 8.5 2.5
27.0 0.0 5.0 0.0

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


60 124 22 260
30 62 11 130
0 0 0 0
M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A

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.
May 4, 2020 BARRON’S M9

Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron’s.
”The vast majority of [Amazon.com’s] revenue comes from online-retail, and the expenses associated
with that segment have just increased materially.” —THOMAS H. KEE JR., Stock Traders Daily

Amazon.com’s Earnings Trouble Why Crude Crashed: Think Debt ready done. In fact, if a market rises by Department of Defense, aim to reduce the
more than 30% off a low after such a threat of emerging infectious diseases over-
Stock Traders Daily Macro Update wicked decline as this market has done, it seas. For example, the Global Disease Detec-
Stock Traders Daily NDR Ned Davis Research doesn’t tend to drop below the prior low. tion Program at the CDC is tasked with de-
stocktradersdaily.com ndr.com This is very constructive price ac- tecting, identifying, and containing potential
tion...Many market followers are allowing viral outbreaks before they can reach the U.S.
May 1: Amazon.com [AMZN] earnings re- May 1: The question I’ve gotten most over the uncertain and bearish fundamentals to Funding for global health security tends
sults yesterday confirm the warnings we is- past few weeks is, “Why did crude crash?” I color their outlook toward pessimism... to fluctuate in response to specific outbreaks.
sued two weeks ago. The company is unable have traded crude oil for many years, but I Here are some sentiment reasons to re- In fiscal 2015 and fiscal 2016, Congress pro-
to make money in this environment, and al- was still unable to give a definitive answer. main constructive. vided emergency funding of $1 billion and
though it suggested that incremental reve- For sure, coronavirus killed a lot of de- • The AAII poll of investors has averaged $145.5 million, respectively, after the emer-
nues are coming in at cost, which suggests mand. There have been a lot of markets more than 46% of investors as bearish over gence of Ebola and Zika. This allowed U.S.
no earnings, the truth is that added expenses hurt by the coronavirus, but none like 10 weeks. This is one of the longest runs of agencies to build critical infrastructure and
will likely make the next earnings report de- crude—especially after OPEC plus Russia pessimism on record. In fact, the percentage train front-line workers in countries that
cidedly negative... agreed to unheard-of supply cutbacks. But, of bulls fell by 10% over the past week, and were most vulnerable to these emerging epi-
Amazon is busy and that differentiates it I do have a guess at the answer. Most of the market took off this week. This is perfect demics. After the additional money had run
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

from many others, but it is busy in the the really big investment collapses contrary opinion. out, funding for global health security largely
money-losing segment of its business (online- throughout history have been associated • Trend-following hedge funds still don’t returned to pre-2015 levels. According to the
retail). The vast majority of its revenue with huge debt buildups. For many months believe in this rally. Despite the gain in the Kaiser Family Foundation, the Trump ad-
comes from online-retail, and the expenses now, NDR’s macro team has argued that S&P, hedge-fund exposure has decreased ministration requested $557.3 million in
associated with that segment have just in- many of the problems with the high-yield and remains negative. global health security for fiscal 2021, a 2% in-
creased materially... universe were concentrated in energy debt. We can be most certain of the following: crease over fiscal 2020 levels.
Investors currently use a revenue pricing Moreover, all the crashes I’ve seen since The injection of liquidity into the system will —ABBY JOSEPH COHEN, MICHAEL HAO WU
model for Amazon’s valuation, because the 1987 were accidents associated with deriva- result in another inflationary asset bubble in
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

earnings pricing model doesn’t justify the tives. Warren Buffett, who has used deriva- the coming years. My projection is that most Don’t Be Alarmed By a High P/E
price. The price/earnings multiple of Amazon tives, nevertheless called them “financial of the liquidity will move into real estate and
is over 100 times now, and earnings growth weapons of mass destruction.” into gold. Charts of the Week
stopped in Q1 2019. Between Q3 2017 and Q1 I don’t think it is possible for crude to —BILL MERIDIAN Saut Strategy
2019 earnings-per-share growth was fantas- plunge below zero without aid from deriva- sautstrategy.com
tic, but the catalysts for earnings growth tives. So, while I can’t prove it, I’m pretty Underinvesting in Science
were unsustainable. The acquisition of Whole confident the answer to why crude crashed April 29: The S&P 500’s 12-month forward
Foods Market is a great example. is supply and demand, aided greatly by debt Goldman Sachs Research price/earnings ratio is at its highest point of
Whole Foods was acquired during this and derivatives. Goldman Sachs this cycle. P/E ratios are the most overrated
earnings growth spurt, and the net results —NED DAVIS gs.com market data point in existence and are fre-
improved Amazon’s net earnings, but Whole quently misinterpreted and misused by inves-
Foods doesn’t actually grow that fast. The 2 Reasons to Stay Bullish April 29: Ending the SARS-CoV-2 pandemic tors. It’s also common for P/E ratios to spike
numbers made it seem like Amazon’s busi- will ultimately require scientific approaches in higher after major market declines because
ness suddenly grew, but the online-retail Cycles Research Early Warning Service the form of specialized therapeutics and effec- earnings fall so much (everyone seems to fo-
business remained largely the same. Cycles Research tive vaccines. However, the current crisis cus on the “P” numerator and forget about
The flat EPS improvement since Q1 2019 cyclesresearch.com comes at a time when the U.S. federal gov- the “E” denominator). In March 2009, for in-
is evidence that internally the company is not ernment has underinvested in science for stance, the S&P 500’s P/E ratio was above
on pace to justify the multiple using an earn- April 30: The market is likely to move many years. In fiscal-year 2019, federal re- 100 because earnings had fallen so much, and
ings-driven model. Revenues have not higher. The fuel for a bull market is excess search and development spending equaled yet that ended up being a pretty good time to
skipped a beat, but the recent report proves liquidity and much pessimism, and we have 0.6% of U.S. GDP and 2.8% of total federal buy regardless. Too much emphasis is placed
the issue facing EPS growth. This issue has plenty of both. The major indexes have re- outlays, the lowest in over 60 years... on something like this and there are other,
been true since the company’s existence... traced a substantial portion of the Febru- Funding for government programs that more reliable tools we can use to gauge how
I believe that AMZN, based on trailing ary-March decline. The S&P exceeded its promote and protect global health security the market is doing. —ANDREW ADAMS
12-month earnings per share, doesn’t deserve 38.2% retracement level two weeks ago and has also decreased in recent years. These pro-
to trade at more than 30 times earnings, so rose above the 50% mark last week. It is grams, run independently at various federal To be considered for this section, material, with
the shares could fall by 60% before it now forging ahead of the 61.8% retrace- agencies including the Agency for Interna- the author’s name and address, should be sent
reaches fair value. —THOMAS H. KEE JR. ment level, which the Nasdaq 100 has al- tional Development (USAID), CDC, and the to MarketWatch@barrons.com.
M10 BARRON’S May 4, 2020

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
NGL Energy(NGL) 16191 5.48 +2.13 +63.6 NordicAmTankers(NAT) 277326 1031.7 6.12 +0.27 Kaleyra(KLR) 321 437.9 6.57 –0.50 SyndaxPharm(SNDX) 21450 1550.3 18.16 +6.46
AMC Ent(AMC) 72343 4.57 +1.52 +49.8 SouthwestAir(LUV) 268113 478.6 29.23 –0.10 AltisourceAsset(AAMC) 74 125.0 18.75 +4.80 AegleaBioTherap(AGLE) 3757 980.9 7.50 +1.83
ParPacific(PARR) 5146 9.45 +3.12 +49.3 Copa(CPA) 15463 384.8 42.60 –7.56 DeltaApparel(DLA) 308 106.1 12.97 +3.62 ArcturusTherap(ARCT) 8278 656.9 40.86 +18.29
PitneyBowes(PBI) 23563 3.44 +1.11 +47.6 NaborsIndustries(NBR) 5782 348.6 13.75 +0.53 EvansBancorp(EVBN) 146 88.9 26.56 +1.57 KuraOncology(KURA) 12166 629.0 13.88 +3.30
MatadorRscs(MTDR) 57901 6.49 +2.08 +47.2 Curo(CURO) 9561 306.0 7.85 +1.28 AcmeUnited(ACU) 111 87.9 22.33 +0.99 MeridaMergerCorp.I(MCMJ) 839 556.4 9.66 +0.06
CONSOL Energy(CEIX) 4158 6.91 +2.15 +45.2 PLDT(PHI) 2473 282.6 24.15 –0.70 BarHarborBkshs(BHB) 382 78.6 18.64 +1.49 Torm(TRMD) 2345 523.9 8.23 –1.40
Kraton(KRA) 4827 13.90 +4.09 +41.7 CallawayGolf(ELY) 25867 278.7 13.21 +2.58 Pfenex(PFNX) 2922 77.6 5.41 –0.99 FirstWesternFin(MYFW) 190 456.9 12.49 –0.01
Puxin(NEW) 1317 5.58 +1.55 +38.5 Embraer(ERJ) 36287 278.1 5.81 –0.01 GoodrichPetrol(GDP) 411 65.0 7.91 –0.04 OportunFin(OPRT) 2521 394.7 7.02 +1.74
CementosPacasm(CPAC) 90 256.1 6.05 –0.54 MAG Silver(MAG) 5321 48.0 11.49 +1.86 EHang(EH) 699 362.0 11.00 –1.80
Losers ChesapeakeEner(CHK) 18331 246.9 14.98 –24.96 ImperialOil(IMO) 6852 39.0 15.47 +2.33 MarlinBusSvcs(MRLN) 887 360.8 8.88 +3.38
Name (Sym) Volume Close Change %Chg. TriumphGroup(TGI) 15507 221.5 6.31 +0.80 VirnetX(VHC) 3367 27.2 5.20 –0.54 Paylocity(PCTY) 12963 357.0 107.14 +18.71
ChesapeakeEner(CHK) 18331 14.98 –24.96 –62.5 LegacyAcqn(LGC) 2752 174.5 10.39 –0.03 EquinoxGold(EQX) 8353 21.1 8.62 +0.32 AvadelPharm(AVDL) 16277 345.5 9.20 –0.63
BlueApron(APRN) 16917 6.71 –4.37 –39.4 DelekLogistics(DKL) 2879 165.3 20.27 +5.17 IssuerDirect(ISDR) 71 20.9 9.13 –0.07 SperoTherap(SPRO) 2144 315.8 11.99 +3.39
CommunityHlthSys(CYH) 14438 2.80 –0.72 –20.5 SteelPartners(SPLP) 216 164.9 5.05 +0.00 Chase(CCF) 150 20.7 96.71 +10.47 LoralSpace(LORL) 2314 298.9 22.56 +7.11
TeekayTankers(TNK) 12669 18.66 –4.11 –18.1 Calix(CALX) 5098 159.9 11.96 +2.12 TompkinsFin(TMP) 274 16.0 68.19 +1.70 UnitedBkshrsWV(UBSI) 15158 272.9 29.11 +3.14
FreshDelMonte(FDP) 2388 26.67 –5.82 –17.9 GP Strategies(GPX) 789 155.1 7.39 +1.25 CheniereEnergy(LNG) 18663 11.6 43.25 +1.38 Quotient(QTNT) 11496 248.7 8.87 +2.36
Carvana(CVNA) 13785 76.00 –16.24 –17.6 NorwegCruise(NCLH) 229287 149.2 13.84 +2.98 Cel-Sci(CVM) 5197 9.4 16.36 +1.84 ATN Intl(ATNI) 924 245.6 57.37 –11.99
Coty(COTY) 84159 5.18 –1.09 –17.4 Conmed(CNMD) 5465 148.2 64.91 –2.90 AdamsRes(AE) 39 5.0 27.50 +2.13 TranslateBio(TBIO) 6188 236.8 13.23 +0.49
ScorpioTankers(STNG) 25152 20.69 –4.31 –17.2 Independence(IHC) 200 145.5 27.76 +2.42 Electromed(ELMD) 678 4.8 13.35 +0.90 Mesoblast(MESO) 11453 216.8 10.61 –4.84
Farfetch(FTCH) 48212 145.3 12.68 +0.26 MastechDigital(MHH) 283 2.9 15.61 +1.79 Overstock(OSTK) 30310 199.9 11.98 +2.06
NYSE AMERICAN BIGGEST % MOVERS
By Share Volume By Share Volume By Share Volume
Winners
Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg.
GeneralElec(GE) 768756 6.50 +0.24 +3.8 AgEagleAerial(UAVS) 333618 1.32 +0.63 +91.3 AmerAirlines(AAL) 489568 10.64 +0.33 +3.2
IndonesiaEnergy(INDO) 39 5.72 +1.85 +47.8
FordMotor(F) 499626 4.92 +0.05 +1.0 ZomedicaPharm(ZOM) 231196 0.18 +0.02 +13.5 AdvMicroDevices(AMD) 388789 49.88 –6.30 –11.2
DeltaApparel(DLA) 308 12.97 +3.62 +38.7
Carnival(CCL) 408271 13.93 +2.02 +17.0 iBio(IBIO) 151625 1.08 +0.19 +21.4 InovioPharma(INO) 300067 10.28 –4.31 –29.5
AltisourceAsset(AAMC) 74 18.75 +4.80 +34.4
CallonPetrol(CPE) 348623 0.82 +0.23 +39.2 HoustonAmEner(HUSA) 54459 0.15 –0.02 –10.8 UnitedAirlines(UAL) 240891 26.62 +1.06 +4.1
EllomayCapital(ELLO) 3 20.77 +3.66 +21.4
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DeltaAir(DAL) 324659 24.12 +1.71 +7.6 LilisEnergy(LLEX) 49993 0.21 +0.01 +4.0 Microsoft(MSFT) 212037 174.57 +0.02 +0.0
MAG Silver(MAG) 5321 11.49 +1.86 +19.3
BankofAmerica(BAC) 312797 23.08 +0.90 +4.1 B2Gold(BTG) 48537 5.16 –0.22 –4.1 Apple(AAPL) 197431 289.07 +6.10 +2.2
ImperialOil(IMO) 6852 15.47 +2.33 +17.7
NordicAmTankers(NAT) 277326 6.12 +0.27 +4.6 Enservco(ENSV) 45751 0.20 –0.02 –8.7 GileadSciences(GILD) 175158 79.95 +0.31 +0.4
BioceresCrop(BIOX) 362 5.61 +0.77 +16.0
Transocean(RIG) 272434 1.15 +0.18 +18.9 DocumentSecSys(DSS) 41911 0.34 +0.01 +2.3 Facebook(FB) 173508 202.27 +12.20 +6.4
Myomo(MYO) 9297 4.60 +0.61 +15.3
SouthwestAir(LUV) 268113 29.23 –0.10 –0.3 GranTierraEner(GTE) 37035 0.31 +0.01 +2.5 Akorn(AKRX) 141115 0.25 –0.04 –13.1
Losers NIO(NIO) 236901 3.18 +0.24 +8.2 ActiniumPharm(ATNM) 27221 0.18 –0.00 –1.2 SiriusXM(SIRI) 136278 5.80 +0.30 +5.4
Name (Sym) Volume Close Change %Chg. NorwegCruise(NCLH) 229287 13.84 +2.98 +27.4 NewGold(NGD) 23492 0.83 –0.03 –3.5 MicronTech(MU) 134371 45.06 +0.90 +2.0
OccidentalPetrol(OXY) 226973 15.24 +1.43 +10.4 NorthernOil&Gas(NOG) 22025 0.78 +0.01 +2.0 Intel(INTC) 132604 57.47 –1.79 –3.0
ProtalixBio(PLX) 1681 3.24 –0.90 –21.7
MarathonOil(MRO) 226726 5.50 +0.57 +11.6 CheniereEnergy(LNG) 18663 43.25 +1.38 +3.3 MicroVision(MVIS) 132094 0.44 +0.20 +79.4
Pfenex(PFNX) 2922 5.41 –0.99 –15.5
HertzGlobal(HTZ) 225350 3.51 –0.20 –5.4 Oragenics(OGEN) 17822 0.50 +0.10 +24.0 BedBath(BBBY) 114504 5.64 +0.40 +7.7
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

CorMedix(CRMD) 1139 3.71 –0.65 –14.9


Macy's(M) 218583 5.36 +0.34 +6.8 SilvercorpMetals(SVM) 15720 3.94 +0.25 +6.8 Tesla(TSLA) 113029 701.32 –23.83 –3.3
CoreMoldingTech(CMT) 171 2.29 –0.37 –14.0
Boeing(BA) 207224 133.37 +4.39 +3.4 NorthernDynasty(NAK) 15563 0.57 –0.03 –4.7 Verastem(VSTM) 110561 1.75 –2.38 –57.6
NanoViricides(NNVC) 1629 5.78 –0.67 –10.4
EnergyTransfer(ET) 196774 7.81 +0.62 +8.6 NovaGoldRscs(NG) 14735 11.40 –0.68 –5.6 Comcast A(CMCSA) 109986 36.98 –0.18 –0.5
AlphaProTech(APT) 9146 12.57 –1.39 –10.0
ItauUnibanco(ITUB) 181814 4.05 +0.39 +10.7 IndiaGlblCap(IGC) 13666 0.52 +0.02 +4.0 Groupon(GRPN) 100807 1.20 +0.09 +8.1
PlanetGreen(PLAG) 38 3.20 –0.35 –9.9
Ambev(ABEV) 177986 2.09 +0.09 +4.5 AIM Immuno(AIM) 12612 2.02 +0.09 +4.7 CiscoSystems(CSCO) 100564 40.92 –1.60 –3.8
VirnetX(VHC) 3367 5.20 –0.54 –9.4
WellsFargo(WFC) 177913 27.59 +0.67 +2.5 UraniumEner(UEC) 11794 1.14 +0.03 +2.7 JetBlue(JBLU) 98724 9.02 +1.07 +13.5
NASDAQ BIGGEST % MOVERS
By Dollar Volume By Dollar Volume By Dollar Volume
Winners Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg. Boeing(BA) 28120705 133.37 +4.39 +3.4 CheniereEnergy(LNG) 830557 43.25 +1.38 +3.3 Tesla(TSLA) 86194996 701.32 –23.83 –3.3
ErytechPharma(ERYP) 142 9.85 +4.54 +85.5 Alibaba(BABA) 19212637 194.48 –9.88 –4.8 AgEagleAerial(UAVS) 790688 1.32 +0.63 +91.3 Amazon.com(AMZN) 808054802286.04–124.18 –5.2
ArcturusTherap(ARCT) 8278 40.86 +18.29 +81.0 JPMorganChase(JPM) 9658308 93.25 +2.54 +2.8 B2Gold(BTG) 249404 5.16 –0.22 –4.1 Apple(AAPL) 56308736 289.07 +6.10 +2.2
AveoPharma(AVEO) 9539 7.27 +3.15 +76.5 Shopify(SHOP) 9477893 613.64 –29.55 –4.6 iBio(IBIO) 176958 1.08 +0.19 +21.4 Microsoft(MSFT) 36848667 174.57 +0.02 +0.0
MilestonePharm(MIST) 33705 3.97 +1.71 +75.7 Visa(V) 9281351 175.57 +8.25 +4.9 NovaGoldRscs(NG) 169429 11.40 –0.68 –5.6 Facebook(FB) 33556995 202.27 +12.20 +6.4
LibertyGlobal B(LBTYB) 89 32.00 +13.64 +74.3 Disney(DIS) 9034873 105.50 +4.31 +4.3 AlphaProTech(APT) 119458 12.57 –1.39 –10.0 Alphabet A(GOOGL) 214707971317.32 +40.72 +3.2
DiscoveryB(DISCB) 226 57.95 +23.96 +70.5 SouthwestAir(LUV) 8072396 29.23 –0.10 –0.3 ImperialOil(IMO) 103254 15.47 +2.33 +17.7 AdvMicroDevices(AMD) 20736849 49.88 –6.30 –11.2
MarlinBusSvcs(MRLN) 887 8.88 +3.38 +61.5 DeltaAir(DAL) 8040155 24.12 +1.71 +7.6 Cel-Sci(CVM) 83409 16.36 +1.84 +12.7 Netflix(NFLX) 17501004 415.27 –9.72 –2.3
SyndaxPharm(SNDX) 21450 18.16 +6.46 +55.2 Mastercard(MA) 7628264 268.74 +9.98 +3.9 EquinoxGold(EQX) 70652 8.62 +0.32 +3.9 Alphabet C(GOOG) 168224391320.61 +41.30 +3.2
BankofAmerica(BAC) 7463498 23.08 +0.90 +4.1 MAG Silver(MAG) 61916 11.49 +1.86 +19.3 NVIDIA(NVDA) 14794020 282.78 –6.81 –2.4
Losers J&J(JNJ) 7374835 148.29 –6.57 –4.2 SilvercorpMetals(SVM) 59950 3.94 +0.25 +6.8 GileadSciences(GILD) 14261426 79.95 +0.31 +0.4
Name (Sym) Volume Close Change %Chg. Citigroup(C) 7100813 45.52 +2.42 +5.6 CheniereEnerPtrs(CQP) 50629 32.83 +0.55 +1.7 ZoomVideo(ZM) 12757059 138.56 –20.24 –12.7
Verastem(VSTM) 110561 1.75 –2.38 –57.6 ExxonMobil(XOM) 7065377 43.14 –0.59 –1.3 Myomo(MYO) 47409 4.60 +0.61 +15.3 Intel(INTC) 7797684 57.47 –1.79 –3.0
VeronaPharma(VRNA) 662 3.85 –2.16 –35.9 BerkHathwy B(BRK.B) 6869159 182.67 –3.85 –2.1 ZomedicaPharm(ZOM) 42853 0.18 +0.02 +13.5 UnitedAirlines(UAL) 6743293 26.62 +1.06 +4.1
Mesoblast(MESO) 11453 10.61 –4.84 –31.3 UnitedHealth(UNH) 6654530 284.51 –6.78 –2.3 SilverCrestMetals(SILV) 38929 6.77 +0.15 +2.3 MicronTech(MU) 6289392 45.06 +0.90 +2.0
InovioPharma(INO) 300067 10.28 –4.31 –29.5 Walmart(WMT) 6406497 122.92 –6.52 –5.0 AIM Immuno(AIM) 24206 2.02 +0.09 +4.7 Adobe(ADBE) 6142779 343.84 –0.26 –0.1
ConcertPharm(CNCE) 942 8.36 –3.06 –26.8 Carnival(CCL) 6043089 13.93 +2.02 +17.0 GoldResource(GORO) 23299 4.21 +0.24 +6.0 Roku(ROKU) 5582081 114.02 –10.81 –8.7
KaryopharmTherap(KPTI) 7157 19.34 –5.84 –23.2 Chevron(CVX) 5479917 89.44 +2.43 +2.8 ParkNational(PRK) 19777 77.90 +4.41 +6.0 AmerAirlines(AAL) 5531815 10.64 +0.33 +3.2
BellicumPharm(BLCM) 543 4.56 –1.37 –23.1 Procter&Gamble(PG) 5472797 116.82 –1.96 –1.7 NewGold(NGD) 19356 0.83 –0.03 –3.5 Starbucks(SBUX) 5508384 73.79 –1.79 –2.4
CincinnatiFin(CINF) 11589 60.95 –17.58 –22.4 AT&T(T) 5344317 29.90 +0.19 +0.6 TompkinsFin(TMP) 19139 68.19 +1.70 +2.6 PayPal(PYPL) 4694615 120.61 +0.43 +0.4

Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer
than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. 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
May 4, 2020 BARRON’S M11

Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment and revenue coming from cloud providers. There Teladoc Health • TDOC-NYSE

was an outsize contribution from Europe. Buy • Price $175.10 on April 29


research firms. The reports are a sampling of analysts’ thinking; they should not be CyrusOne now has $88 million in its booked- by Canaccord Genuity
considered the views or recommendations of Barron’s. Some of the reports’ issuers have not-billed backlog, the highest in its history,
provided, or hope to provide, investment-banking or other services to the companies which should bode well for a growth acceler- While Teladoc is a clear short-term benefi-
being analyzed. ation story in fiscal 2021 (particularly with ciary from Covid-19, the current situation
36% of the backlog commencing in fiscal should also benefit the stock longer term.
2021 or thereafter). The Covid-19 pandemic Awareness drives utilization, and Covid-19
Qualcomm • QCOM-Nasdaq than-expected provision was mostly offset- appears to have had a limited near-term has certainly elevated the status of virtual
Buy • Price $76.04 on April 24 ting ($28.5 million versus our $21 million impact on the business, although CyrusOne care. As such, Teladoc should benefit for
by CFRA forecast), as the company bolstered reserves noted construction delays in Dublin, where years as it has 1) a global footprint; 2) the
due to a significantly weakened economic the government has extended certain re- leading health system platform, following
We expect sales to rebound 15% in fiscal outlook resulting from Covid-19. strictions through May 5. the InTouch acquisition; and 3) what we be-
2020 (ending in September) and 22% in fis- We’ve made a few adjustments to our CyrusOne’s focus on large enterprise cus- lieve are conservative growth and margin
cal 2021 after a 15% decline in fiscal 2019. forecast. The most notable are larger pro- tomers in the Fortune 1000 should enable it assumptions that portend future positive
While we like recent sell-in penetration of visions, partly offset by an improved mar- to capitalize on the trend of information- surprises. We recommend investors stay ex-
5G devices in China and see a rebound in gin outlook. As a result, we are lowering technology infrastructure outsourcing and posed to Teladoc and enjoy the ride. Raising
smartphone sales for 2020, near-term de- our fiscal 2020 and 2021 EPS estimates by grow revenues by over 15% in coming years. price target to $195, from $130.
mand may be partly constrained by the one cent and 20 cents, respectively, to $2.87
coronavirus in Asia. That said, we believe and $2.50. Despite our lower estimates, as
that Qualcomm remains among the best- a result of the recent improvement in over- INSIDER TRANSACTIONS: Recent Filings
positioned suppliers ahead of massive 5G all bank stock valuations, we are increasing Purchases Sales
$ Val $ Val
adoption, given that its offerings span base- our 12-month price target by $2, to $26 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

band, transceiver, radio frequency, front end, (10.4 times our 2021 EPS estimate, up from Proficient Alpha Acquisition PAAC 1 600,000 6,108 Crowdstrike CRWD 2 640,778 38,977
and antennas. 8.9). Darden Restaurants DRI 12 77,808 4,552 Boston Beer Company SAM 2 81,800 36,334
Accelerate Diagnostics AXDX 1 383,317 3,627 Grocery Outlet Holding GO 6 889,510 30,039
We expect 5G to support an expansion of Halliburton HAL 1 350,000 3,038 Ares Management ARES 3 741,052 26,422
Qualcomm’s addressable market (e.g., auto- Encompass Health • EHC-NYSE Simply Good Foods SMPL 1 87,862 1,483 Apollo Global Management APO 1 575,343 23,827
motive pipeline of $7.5 billion) and higher Outperform • Price $69.21 on April 30 AT&T T 2 42,754 1,256 Thermo Fisher Scientific TMO 2 55,000 18,191
Synnex SNX 1 11,000 788 Uber Technologies UBER 1 510,000 14,290
average selling prices, while we anticipate by RBC Capital Markets
Delta Air Lines DAL 1 25,510 580 Teledyne Technologies TDY 6 38,532 12,921
greater penetration in Apple devices in the Southern National Bancorp Of Virginia SONA 1 54,000 531 Abbott LaboratoriesABT 3 113,714 10,910
Citizens Financial CFG 1 25,000 488 Salesforce.Com CRM 3 50,800 7,927
second half of calendar-year 2020. We also Encompass Health posted in-line [first-quar-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Hingham Institution For SavingsHIFS 1 2,404 367 Lam Research LRCX 1 28,910 7,806
expect 5G licensing agreements to continue ter] results on impressive volume momen- Webster Financial WBS 2 13,000 328 Tractor Supply TSCO 6 70,984 7,396
to grow. tum through January and February, before Simmons First National SFNC 2 18,000 307 Okta OKTA 2 47,878 7,381
Century Bancorp CNBKA 2 4,747 281 Morningstar MORN 1 53,093 6,342
Our 12-month price target is $100. admission strength gave way to Covid-
Synchrony FinancialSYF 2 16,900 279 Datadog DDOG 1 137,000 5,808
related drop-off and cost headwinds, begin- Employers EIG 2 7,810 230 Tradeweb Markets TW 5 127,000 5,657
Axos Financial •AX-NYSE ning in mid-March. We continue to believe American Virtual Cloud Technologies AVCT 1 125,000 222 Knight-Swift Transportation KNX 2 150,000 5,361
Ally Financial ALLY 1 15,000 214 Kimberly-Clark KMB 2 37,857 5,320
Overweight • Price $21.56 on April 30 Encompass is among the best-positioned On Track Innovations LtdOTIVF 1 960,000 192 Bj'S Wholesale Club BJ 3 161,224 4,394
by Piper Sandler names in our [health care] universe to man- Trustco Bank N YTRST 4 33,347 188 Baxter International BAX 1 47,146 4,391
age the near-term uncertainty. However, we 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
Axos reported third-quarter fiscal-2020 are lowering our price target slightly, to $82 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
earnings per share of 91 cents, topping both from $84, to reflect a higher debt balance. shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales,
our estimate and the Street consensus by and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

two cents. CyrusOne • CONE-Nasdaq

Axos provides consumer and business Overweight • Price $71.64 on April 29 INSIDER TRANSACTIONS RATIO
banking products, tax-related loan and de- by Wells Fargo Securities
60
posit products through a partnership with
H&R Block, securities clearing services, and CyrusOne [a real estate investment trust 50
digital investment-advisory services. The up- that is focused on data centers and other
40
side to our number stemmed from stronger technology-related properties] reported Bearish
net interest income than we had modeled, first-quarter revenue, normalized funds from 30
partly from better-than-expected revenue operations/share, and adjusted earnings be- Ratio = 11
20
from [tax] refund-advance loans (origina- fore interest, taxes, depreciation, and amorti-
tions increased to $1.3 billion from $1.16 bil- zation of $245.9 million, 97 cents, and $132.2 10
lion year over year, though we had modeled million, respectively, versus our estimates of Bullish
0
stable production). Meanwhile, a larger- $249.7 million, 94 cents, and $131.6 million. M J J A S O N D J F M A
The obvious highlight is a very strong
To be considered for this section, material leasing quarter for CyrusOne—the second- 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. highest in its history—with 80% of its leased The total top 20 sales and buys are 279,692,761 and 25,059,291 respectively; Source: Thomson Reuters
M12 BARRON’S May 4, 2020

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.
111.46 62.03 ArmstrongWorld AWI 1.1 dd 75.46 –2.19 .20 231.61 159.50 BerkHathwy B BRK.B ... 5 182.67 –3.85 ... 18.15 4.50 CONSOL Coal CCR .0 3 5.02 –0.55 .5125
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 85.80 39.25 ArrowElec ARW ... dd 62.39 +7.19 ... 33.72 11.43 BerkshireHills BHLB 5.9 8 16.17 +0.70 .24 33.90 3.35 CONSOL Energy CEIX ... 2 6.91 +2.15 ...
38.09 17.69 ArtisanPtrsAsset APAM 8.8 11 28.97 +5.54 .61 55.26 25.00 BerryGlobal BERY ... 15 41.02 +4.35 ... 40.88 17.73 CRH CRH 3.1 12 29.38 +0.99 .7042
123.45 39.36 AsburyAutomotive ABG ... 7 65.73 +7.26 ... 91.99 48.11 BestBuy BBY 3.0 12 72.26 +0.38 .55 34.29 17.92 CTS CTS .7 26 22.39 +0.37 .04
dd 4 3
Please visit the new Market Lab home page on barrons.com under Data. 5.82
81.82
0.47
38.88
AshfordHosp
AshlandGlobal
AHT
ASH
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1.9 6
.78
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38.59
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BigLots
BiglariA
BIG
BH.A
5.0
... 5
24.02
327.00
+3.65
+12.00
.30
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16.99
55.52
3.43
13.81
Curo
CVR Energy
CURO
CVI
2.8
15.5 5
7.85
20.61
+1.28
+1.82
.055
.80
www.barrons.com/market-data/market-lab 10.71
34.02
4.09
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AspenAerogels
AssetMarkFin
ASPN
AMK
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dd
dd
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BiglariB
Bill.com
BH
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5
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67.00
55.73
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CVR Partners
CVS Health
UAN
CVS
34.6
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dd
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23.26 10.23 AssociatedBanc ASB 5.2 7 13.77 +1.03 .18 67.86 26.56 BiohavenPharm BHVN ... dd 45.07 –1.90 ... 1970.00 1031.39 CableOne CABO .5 60 1861.52 +47.52 2.25
65.46 24.33 AssocCapital AC .6 21 35.98 –0.10 .10 450.89 281.66 Bio-RadLab A BIO ... 7 431.79 –1.22 ... 50.58 20.00 Cabot CBT 4.4 15 31.84 +1.57 .35
142.61 76.27 Assurant AIZ 2.5 18 102.32 –2.33 .63 435.48 287.85 Bio-RadLab B BIO.B ... 7 435.48 +12.48 ... 27.42 13.06 CabotOil COG 2.0 12 20.22 –0.22 .10
52-Week Tick Div 52-Week Tick Div 50.77 13.64 AssuredGuaranty AGO 2.8 7 28.91 +0.44 .20 15.48 9.46 Bitauto BITA ... dd 11.63 –0.16 ... 37.96 8.16 Cactus WHD 2.2 10 16.04 +1.61 .09
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 54.00 36.15 AstraZeneca AZN 2.6 cc 51.86 +0.68 .95 87.12 48.07 BlackHills BKH 3.6 18 59.73 –2.79 .535 23.21 4.63 CadenceBancorp CADE 3.3 4 6.03 +0.64 .05
24.64 1.20 AtHomeGroup HOME ... dd 2.44 +0.65 ... 76.44 50.01 BlackKnight BKI ... 85 69.73 +0.77 ... 31.56 9.80 CAE CAE .0 16 16.08 +2.14 .0832
10.29 9.25 AlussaEnergyA ALUS ... ... 9.65 –0.04 ... 3.75 0.87 Atento ATTO ... dd .99 +0.11 ... 18.77 4.04 BlackStoneMin BSM 5.6 6 5.73 –0.22 .08 26.90 3.12 Caleres CAL 3.8 5 7.32 +1.78 .07
A 0.90 0.50 AlussaEnergyWt ALUS.WT ... ... .50 –0.25 ... 50.43 13.37 Athene ATH ... 2 25.00 +1.36 ... 9.40 2.70 BlackBerry BB ... dd 4.07 +0.03 ... 22.49 0.85 CaliforniaRscs CRC ... dd 2.29 –0.07 ...
22.90 8.74 AmbacFin AMBC ... dd 16.84 +0.95 ... 43.50 10.85 AtkoreIntl ATKR ... 8 23.41 +1.64 ... 576.81 323.98 BlackRock BLK 3.0 18 484.16 +9.02 3.63 57.48 39.74 CalWtrSvc CWT 1.8 44 46.28 –2.72 .2125
52.78 8.56 AAR AIR 1.6 15 18.33 +1.98 .075 10.53 3.26 AmbacFinWt AMBC.WT ... ... 5.80 –0.02 ... 2.67 1.70 AtlanticPower AT ... dd 1.85 –0.19 ... 64.97 33.00 Blackstone BX 3.9 17 50.42 +1.99 .39 12.41 5.60 Calix CALX ... dd 11.96 +2.12 ...
25.30 14.71 ABB ABB ... 27 18.39 +0.98 ... 5.45 1.90 Ambev ABEV ... 11 2.09 +0.09 ... 14.62 5.39 Atlas ATCO 7.0 4 7.11 +0.01 .125 40.62 12.67 BlackstoneMtg BXMT 10.8 17 22.91 +2.38 .62 22.33 4.75 CallawayGolf ELY .3 16 13.21 +2.58 .01
42.67 19.79 ABMIndustries ABM 2.2 16 33.24 +1.64 .185 11.77 5.80 Amcor AMCR 5.3 28 8.68 +0.26 .115 121.08 77.92 AtmosEnergy ATO 2.3 22 100.10 –4.31 .575 29.62 11.29 BlockHR HRB 6.5 8 16.06 +1.36 .26 8.47 0.38 CallonPetrol CPE ... 3 .82 +0.23 ...
11.38 3.51 ACCO Brands ACCO 3.7 7 7.11 +1.23 .065 87.66 58.74 Ameren AEE 2.8 21 71.45 –2.19 .495 9.05 0.60 AuroraCannabis ACB ... dd .70 –0.03 ... 15.45 2.44 BloomEnergy BE ... dd 7.35 –0.93 ... 120.73 62.48 CamdenProperty CPT 3.9 38 85.13 +1.44 .83
9.71 3.41 ADT ADT 2.6 dd 5.49 +0.20 .035 26.19 13.11 Ameresco AMRC ... 18 17.08 –0.45 ... 117.50 59.54 Autohome ATHM 1.0 19 74.23 +0.35 .77 28.84 2.01 BlueApron APRN ... dd 6.71 –4.37 ... 11.19 5.30 Cameco CCJ .6 72 10.29 +0.11 .0608
52.40 21.76 AECOM ACM ... dd 35.01 +1.05 ... 18.04 10.12 AmericaMovil AMX 3.1 13 11.91 +1.01 .1776 87.01 38.16 Autoliv ALV .0 12 58.18 –2.57 .62 15.47 3.25 BluegreenVac BXG .0 11 5.32 –0.03 .13 57.54 35.27 CampbellSoup CPB 2.8 30 50.41 –0.34 .35
21.23 8.11 AES AES 4.4 29 12.94 +0.08 .1433 17.94 10.41 AmericaMovil A AMOV 3.1 13 11.85 +1.23 .1776 53.19 20.59 AutoNation AN ... 7 35.86 +2.23 ... 35.40 3.60 BlueLinx BXC ... dd 5.37 +1.16 ... 16.97 3.40 CampingWorld CWH 3.9 dd 8.23 +0.40 .0732
57.18 23.07 Aflac AFL 3.1 9 36.62 +0.33 .28 49.26 20.15 AmericanAssets AAT 2.9 34 27.38 +1.40 .20 1274.41 684.91 AutoZone AZO ... 15 994.45 –52.59 ... 391.00 89.00 Boeing BA .0 dd 133.37 +4.39 2.055 54.86 12.94 CanadaGoose GOOS ... 21 22.71 +0.96 ...
81.39 35.33 AGCO AGCO 1.3 32 50.29 +0.54 .16 14.29 2.50 AmericanAxle AXL ... dd 4.19 +0.59 ... 96.96 55.50 Avalara AVLR ... dd 88.22 +3.11 ... 41.14 20.08 BoiseCascade BCC 1.3 15 30.35 +2.46 .10 87.62 46.45 CIBC CM 7.6 7 57.74 +1.76 1.0908
17.07 1.46 AG Mortgage MITT .0 1 2.88 +0.46 .45 50.94 20.13 AmCampus ACC 5.7 34 32.76 +2.88 .47 229.40 118.17 Avalonbay AVB 4.0 28 158.44 +0.06 1.59 26.75 8.25 BonanzaCreekEner BCEI ... 5 16.89 +2.00 ... 96.53 65.13 CanNtlRlwy CNI 2.0 17 80.53 +1.62 .4097
4.08 1.30 AHBeloA AHC 21.8 3 1.47 +0.01 .08 24.30 6.54 AmerEagle AEO .0 7 7.75 +0.92 .1375 57.24 35.62 Avangrid AGR 4.2 18 41.44 –3.51 .44 48.11 8.03 BootBarn BOOT ... 10 18.04 +2.79 ... 32.79 6.71 CanNaturalRes CNQ 7.5 5 15.64 +1.61 .2938
15.22 1.95 AMC Ent AMC 2.6 dd 4.57 +1.52 .03 104.97 65.14 AEP AEP 3.4 21 81.39 –1.84 .70 48.07 19.46 AvanosMedical AVNS ... dd 31.07 +1.08 ... 82.00 54.37 BoozAllen BAH 1.4 24 72.45 –3.41 .31 275.13 173.26 CanPacRlwy CP 1.1 17 221.64 –6.34 .592
89.22 43.78 AMN Healthcare AMN ... 18 44.22 –0.15 ... 58.77 37.05 AmerElecPwrUn AEP.PRB 6.0 ... 50.37 –0.53 .7656 19.59 6.66 Avantor AVTR ... dd 16.81 +2.77 ... 46.60 17.00 BorgWarner BWA 2.5 8 27.16 +0.08 .17 9.82 4.52 Cango CANG ... 14 5.00 –0.25 ...
11.19 6.39 AMTD Intl HKIB ... ... 7.80 –0.10 ... 34.16 9.07 AmEqtyLf AEL 1.5 7 19.53 +1.12 .30 18.91 6.13 Avaya AVYA ... dd 9.22 +0.21 ... 13.75 0.24 BorrDrilling BORR ... dd .78 ... ... 44.87 20.51 Cannae CNNE ... 25 30.60 +0.36 ...
2.40 0.34 ARC Document ARC 5.9 10 .68 +0.01 .01 138.13 67.00 AmerExpress AXP 1.9 13 88.32 +5.15 .43 141.09 76.96 AveryDennison AVY 2.1 16 108.07 –0.47 .58 474.95 290.02 BostonBeer SAM ... 53 460.96 +22.04 ... 30.12 19.13 Canon CAJ 6.3 19 20.14 +0.20 .7255
5.70 3.17 ASETech ASX 2.5 17 4.25 +0.06 .1607 115.03 44.01 AmericanFin AFG 2.9 6 62.02 +0.37 .45 5.02 0.62 Avianca AVH 11.4 dd .90 –0.05 .0418 147.83 77.21 BostonProps BXP 4.2 16 92.93 +2.57 .98 49.52 9.00 CanopyGrowth CGC ... dd 15.26 –0.33 ...
72.66 29.04 ASGN ASGN ... 15 53.04 +13.75 ... 29.89 17.50 AmHomes4Rent AMH .9 81 23.25 +0.23 .05 53.00 32.09 Avista AVA 4.0 14 40.90 –1.94 .405 46.62 24.10 BostonSci BSX ... 12 35.99 –0.91 ... 93.87 20.81 CantelMedical CMD .6 68 33.16 +5.94 .105
39.70 26.08 AT&T T 7.0 15 29.90 +0.19 .52 58.66 16.07 AIG AIG 5.4 6 23.90 +0.55 .32 32.20 12.92 AxaltaCoating AXTA ... 18 18.87 +0.42 ... 20.88 8.64 Box BOX ... dd 15.31 –0.57 ... 107.59 38.00 CapitalOne COF 2.6 12 61.58 +5.43 .40
8.29 3.43 A10Networks ATEN ... dd 6.71 +0.25 ... 16.75 0.38 AIG Wt AIG.WT ... ... .67 –0.13 ... 31.77 13.69 AxosFinancial AX ... 8 21.95 +4.34 ... 36.22 6.44 BoydGaming BYD .0 20 16.23 +0.77 .07 5.64 0.45 CapitalSrLiving CSU ... dd .74 –0.15 ...
67.51 31.82 AXIS Capital AXS 4.7 10 34.93 +0.83 .41 17.89 5.99 AmRltyInv ARL ... dd 7.58 +0.06 ... 44.55 5.30 Azul AZUL ... dd 8.64 +1.34 ... 59.11 33.00 Brady BRC 2.0 16 42.79 +1.61 .2175 44.24 5.42 Capri CPRI ... 6 13.96 +1.46 ...
50.36 19.31 AZZ AZZ 2.3 16 29.59 +1.69 .17 13.80 5.64 AmericanRenal ARA ... dd 6.75 –0.37 ... 16.80 10.10 AzurePowerGlbl AZRE ... dd 14.49 –0.51 ... 13.71 1.14 BraemarHtls BHR .0 dd 2.88 +0.49 .16 9.25 1.97 CapsteadMtg CMO 11.0 dd 4.89 +0.16 .15
78.65 13.01 Aaron's AAN .5 74 30.51 +4.81 .04 96.64 65.11 AmerStWater AWR 1.6 34 77.77 –4.42 .305 16.25 7.48 BrandywineRealty BDN 7.2 50 10.58 +0.66 .19 60.69 39.05 CardinalHealth CAH 4.1 dd 47.42 –2.90 .4811
100.00
97.86
61.61
62.55
AbbottLabs
AbbVie
ABT
ABBV
1.6
5.7
45
16
89.85
82.84
–4.21
–0.75
.36
1.18
260.43
19.60
174.32
11.35
AmerTowerREIT
AmerVanguard
AMT
AVD
1.7
.6
55
30
234.20
13.54
–10.41
–0.96
1.08
.02 B 4.98
23.57
2.50
3.86
BrasilAgro
Braskem
LND
BAK
5.5
4.8
10
dd
3.69
7.77
+0.35
+0.99
.2028
.3753
169.86
103.18
98.25
37.59
Carlisle
CarMax
CSL
KMX
1.7
...
14
13
114.94
71.07
–3.15
+0.11
.50
...
30.63 7.42 Abercrombie&Fitch ANF 7.9 16 10.10 +1.00 .20 141.70 92.00 AmerWaterWorks AWK 1.8 35 119.20 –5.81 .55 12.61 1.50 Briggs&Stratton BGG .0 dd 2.20 +0.42 .05 55.30 7.80 Carnival CCL .0 5 13.93 +2.02 .50
29.55 10.01 AcadiaRealty AKR 9.8 20 11.84 +1.28 .29 40.42 23.30 AmericoldRealty COLD 2.9 cc 29.29 –2.05 .21 23.84 10.39 B&G Foods BGS 9.7 17 19.64 +0.69 .475 23.29 5.86 BrighamMin MNRL 11.5 49 12.07 +0.75 .38 54.37 7.08 Carnival CUK 16.1 5 12.43 +1.66 .50
13.35 5.22 AccelEnt ACEL ... dd 9.79 +1.25 ... 180.85 80.01 Ameriprise AMP 3.5 8 111.26 +3.78 .97 5.64 1.11 BBX CapitalA BBX .0 10 1.88 +0.13 .0125 176.98 64.23 BrightHorizons BFAM ... 38 115.96 +8.31 ... 56.33 13.60 CarpenterTech CRS 3.7 6 21.42 +3.26 .20
3.30 0.85 AccelEntWt ACEL.WT ... ... 2.10 +0.38 ... 97.50 72.06 AmerisourceBrgn ABC 1.9 28 86.38 –2.32 .42 49.58 31.66 BCE BCE 6.0 16 39.65 –0.45 .6008 12.32 5.51 BrightScholarEduc BEDU 1.4 19 6.35 +0.28 .088 28.50 13.54 CarriageSvcs CSV 2.0 18 14.81 +0.06 .075
216.39 137.15 Accenture ACN 1.8 24 180.09 +4.63 .80 102.31 54.82 Ametek AME .9 21 80.49 +3.43 .18 6.75 4.01 BEST BEST ... dd 5.12 –0.38 ... 14.20 3.61 BrightSphere BSIG 5.3 3 7.48 +0.58 .10 18.08 11.50 CarrierGlobal CARR ... ... 16.77 +0.52 ...
29.40 7.96 AcornIntl ATV ... 4 11.59 +1.12 ... 30.60 3.64 AmiraNatureFds RYCE ... ... 13.29 –0.22 ... 23.60 5.69 BG Staffing BGSF 10.3 9 11.64 +1.64 .30 20.27 6.85 BrightView BV ... 57 12.78 +1.87 ... 23.08 3.25 Cars.com CARS ... dd 4.89 +0.63 ...
146.30 67.46 AcuityBrands AYI .6 11 82.34 –1.00 .13 14.30 2.27 AmnealPharm AMRX ... dd 3.34 +0.14 ... 59.02 29.78 BHP Group BHP 7.4 10 38.44 –0.63 1.30 47.57 7.00 BrinkerIntl EAT .0 7 21.88 +6.01 .38 112.46 60.17 Carter's CRI 3.2 13 75.10 +3.23 .60
33.50 20.65 Acushnet GOLF 2.3 17 26.52 +2.43 .155 4.92 1.94 Ampco-Pitt AP ... dd 3.31 –0.67 ... 51.87 23.64 BHP Group BBL 9.0 9 31.88 –0.23 1.30 97.12 40.18 Brink's BCO 1.2 86 48.71 +4.58 .15 115.23 22.16 Carvana CVNA ... dd 76.00 –16.24 ...
8.70 3.31 Adecoagro AGRO ... dd 3.76 –0.32 ... 110.24 63.05 Amphenol APH 1.2 23 85.50 –0.67 .25 31.19 18.84 BJ'sWholesale BJ ... 19 26.16 –0.70 ... 68.34 42.48 Bristol-Myers BMY 3.0 27 60.26 –1.99 .41 15.85 3.15 CasperSleep CSPR ... dd 6.26 –0.40 ...
29.28 5.90 Adient ADNT ... dd 14.35 +1.99 ... 13.23 0.49 AmplifyEnergy AMPY 47.3 dd 1.41 +0.56 .10 17.08 6.41 BP Midstream BPMP 12.3 7 11.00 –0.44 .3475 4.76 1.94 Bristol-MyersRt BMY.RT ... ... 4.49 –0.02 ... 3.88 0.60 CastlightHealth CSLT ... dd .68 –0.02 ...
51.79 19.76 AdtalemGlbEduc ATGE ... 17 31.63 +3.54 ... 7.00 3.98 Amrep AXR ... dd 4.40 +0.39 ... 43.31 15.51 BP BP 11.0 19 22.83 –0.56 .63 0.74 0.27 Bristol-MyersRt CELG.RT .0 ... .45 –0.03 .1479 69.56 31.04 Catalent CTLT ... 79 66.61 +6.22 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

171.43 71.33 AdvanceAuto AAP .9 17 116.59 –1.00 .25 63.71 26.04 Anaplan PLAN ... dd 39.06 –0.12 ... 20.75 2.77 BP Prudhoe BPT 30.0 2 4.37 +0.23 .4242 45.64 27.32 BritishAmTob BTI 7.2 12 37.34 +0.19 .6721 12.54 5.13 CatchMarkTimber CTT 7.6 dd 7.15 –0.18 .135
33.15 28.55 AdvDisposalSvcs ADSW ... dd 32.46 +0.11 ... 27.63 11.29 AngloGoldAsh AU ... dd 25.11 –1.49 ... 9.96 2.27 BRF BRFS ... 98 3.44 +0.14 ... 22.74 7.51 BrixmorProp BRX 10.3 12 11.10 +1.93 .285 150.55 87.50 Caterpillar CAT 3.7 12 110.88 –3.16 1.03
51.60 22.13 AdvDrainageSys WMS .9 dd 39.10 +3.01 .09 102.70 32.58 AB InBev BUD 3.3 ... 44.79 +2.88 1.1217 18.75 6.00 BRT Apartments BRT 9.1 dd 9.67 +0.82 .22 12.81 5.44 BroadmarkRealty BRMK 12.5 dd 8.04 +0.14 .06 19.73 8.52 Cato CATO .0 8 11.38 +1.75 .33
33.62 8.06 AdvanSix ASIX ... 9 12.27 +2.79 ... 99.39 52.94 AnixterIntl AXE ... 12 92.96 +2.41 ... 70.57 40.40 BWX Tech BWXT 1.5 20 51.71 ... .19 1.84 0.15 BroadmarkRltyWt BRMK.WT ... ... .26 +0.03 ... 64.86 13.00 CedarFairRec FUN 13.5 9 27.68 –0.04 .935
5.26 1.80 Aegon AEG 5.6 ... 2.52 +0.16 .1735 10.50 3.51 AnnalyCap NLY 16.3 dd 6.13 +0.21 .25 5.45 0.77 Babcock&Wilcox BW ... dd .93 +0.03 ... 136.99 81.90 BroadridgeFinl BR 1.9 32 113.06 +1.62 .54 3.69 0.53 CedarRealty CDR 4.1 dd .98 +0.17 .01
64.86 10.42 AerCap AER ... 3 26.59 +4.33 ... 13.72 1.69 AnteroMidstream AM 25.8 dd 4.76 +0.01 .3075 70.83 41.50 BadgerMeter BMI 1.2 35 57.14 +0.16 .17 8.80 1.47 BrookdaleSrLiving BKD ... dd 3.12 –0.13 ... 128.88 52.70 Celanese CE 3.1 13 79.31 +0.52 .62
57.27 34.01 AerojetRocket AJRD ... 26 40.95 –0.81 ... 8.31 0.64 AnteroResources AR ... dd 2.80 +0.55 ... 25.99 9.12 BakerHughes BKR 5.3 dd 13.70 +0.28 .18 45.61 21.57 BrookfieldMgt BAM 1.5 19 32.83 +0.96 .12 9.29 2.63 Celestica CLS ... dd 6.04 +1.30 ...
111.11 44.37 AffiliatedMgrs AMG .1 16 64.97 +4.68 .01 312.48 171.03 Anthem ANTM 1.4 15 269.57 +5.45 .95 82.82 51.26 Ball BLL .9 39 65.61 +0.34 .15 46.88 18.60 BrookfieldBusPtr BBU .8 39 30.49 +1.75 .0625 4.63 1.80 CellcomIsrael CEL ... dd 3.66 +0.21 ...
90.64 61.13 AgilentTechs A 1.0 31 74.21 –1.54 .18 4.19 0.79 AnworthMtg ANH 20.8 dd 1.68 +0.25 .05 19.12 6.44 BancCalifornia BANC 2.3 dd 10.23 +0.75 .06 42.63 32.54 BrookfieldInfr BIPC ... ... 41.41 +3.67 ... 9.82 5.80 CementosPacasm CPAC ... 13 6.05 –0.54 ...
64.88 31.00 AgnicoEagle AEM 1.3 31 61.20 +0.29 .20 238.19 143.93 Aon AON 1.0 28 178.21 +2.67 .44 12.58 2.10 BancoBBVA BBAR 10.7 1 2.45 +0.15 .261 50.74 23.22 BrookfieldInfr BIP 5.6 cc 38.43 +1.11 .4844 4.66 1.55 Cemex CX 4.9 14 2.05 +0.19 .0499
80.51 45.23 AgreeRealty ADC 3.7 33 62.60 +1.83 .585 33.77 3.80 Apache APA .9 dd 11.28 +0.59 .025 6.02 2.64 BancoBilbaoViz BBVA 7.4 4 3.12 +0.36 .1101 57.69 30.09 BrookfieldRenew BEP 4.8 dd 45.18 +1.28 .5425 10.82 1.41 CenovusEnergy CVE .0 18 3.34 +0.29 .0379
49.96 8.41 AirLease AL 2.5 5 24.20 +3.62 .15 55.68 24.53 ApartmtInv AIV 4.5 11 36.47 +1.38 .41 8.62 2.80 BancoBradesco BBDO 4.9 5 3.15 +0.03 .0034 48.69 30.70 Brown&Brown BRO 1.0 23 35.06 +0.30 .085 74.70 41.62 Centene CNC ... 33 64.97 –5.61 ...
257.01 167.43 AirProducts APD 2.4 25 222.25 +5.47 1.34 40.62 2.89 Apergy APY ... dd 8.90 +0.55 ... 30.03 12.50 BancodeChile BCH 3.6 43 17.32 +1.54 .5131 68.15 41.03 Brown-Forman A BF.A 1.2 32 56.46 –0.07 .1743 31.17 11.58 CenterPointEner CNP 3.6 12 16.46 –0.22 .15
132.96 70.99 AlamoGroup ALG .6 18 93.64 +2.65 .13 7.68 1.95 Aphria APHA ... 38 3.39 –0.15 ... 22.85 7.73 Bladex BLX 8.9 5 11.20 +0.69 .25 72.85 44.68 Brown-Forman B BF.B 1.1 34 61.02 –0.11 .1743 11.69 2.96 CentraisElBras EBR ... 2 4.21 +0.30 ...
8.77 3.34 AlamosGold AGI ... 49 8.40 +0.32 ... 12.99 4.30 APi Group APG ... ... 9.90 +1.15 ... 77.31 13.59 BancoMacro BMA 14.3 2 15.23 +0.72 2.202 66.32 25.22 Brunswick BC 2.2 cc 44.16 +0.93 .24 30.56 12.40 CentralPacFin CPF 5.5 9 16.78 +1.18 .23
5 19.76 4.12 ApolloComRlEst ARI 19.6 6 8.15 +0.99 .40 12.85 4.00 BancSanBrasil BSBR 12.9 9 4.69 +0.55 .0446 9.99 1.86 CentralPuerto CEPU 4.4 2 2.22 +0.06 .0988
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

72.22 20.02 AlaskaAir ALK .0 30.11 +2.10 .375 28.52 11.76 Buckle BKE .0 7 14.34 +0.76 1.25
92.05 30.46 AlbanyIntl AIN 1.5 14 50.34 +3.74 .19 52.67 19.46 ApolloGlbMgmt APO 5.9 11 39.56 +0.62 .89 30.47 11.43 BcoSantChile BSAC ... 10 16.11 +2.12 ... 17.85 5.12 Buenaventura BVN 1.1 dd 7.89 +0.59 .027 39.31 9.04 CenturyComm CCS ... 5 20.31 +4.66 ...
99.40 48.89 Albemarle ALB 2.7 11 57.44 –4.09 .385 16.88 4.48 AppleHospREIT APLE .0 12 9.02 +0.67 .10 8.30 2.52 BcoSantMex BSMX 11.8 3 2.66 +0.14 .1855 6.29 1.01 Build-A-Bear BBW ... cc 2.23 –0.02 ... 15.30 8.16 CenturyLink CTL 9.8 dd 10.17 –0.04 .25
26.83 5.16 Alcoa AA ... dd 7.69 +0.54 ... 70.62 30.66 AppliedIndlTechs AIT 2.5 60 51.44 +3.20 .32 4.91 2.01 BancoSantander SAN 11.8 5 2.15 +0.10 .109 59.65 29.00 Bunge BG 5.3 dd 37.89 –1.72 .50 79.11 38.40 CeridianHCM CDAY ... cc 56.70 +5.08 ...
65.37 39.37 Alcon ALC ... dd 51.21 –1.99 ... 126.20 79.84 Aptargroup ATR 1.4 30 106.14 +2.02 .36 56.10 16.27 BanColombia CIB 4.6 6 25.08 +1.06 .4631 250.89 105.67 BurlingtonStrs BURL ... 26 179.46 +4.97 ... 11.89 4.39 ChannelAdvisor ECOM ... 85 9.73 +0.80 ...
25.38 8.32 Alexander&Baldwin ALEX 6.5 dd 11.70 +0.83 .19 99.04 29.22 Aptiv APTV .0 17 65.75 +3.01 .22 32.97 17.24 BancorpSouth BXS 3.5 11 21.11 +1.06 .185 20.73 8.13 BylineBancorp BY 1.1 8 11.15 +0.33 .03 6.59 0.21 ChaparralEnergy CHAP ... dd .42 +0.12 ...
394.70 228.68 Alexanders ALX 5.9 26 306.27 +19.69 4.50 47.22 9.65 Aramark ARMK 1.7 19 26.02 +1.45 .11 35.72 17.95 BankofAmerica BAC 3.1 9 23.08 +0.90 .18 7.24 1.28 CharahSolutions CHRA ... dd 1.50 –0.11 ...
C
175.74 109.22 AlexandriaRlEst ARE 2.7 71 150.99 +1.50 1.03 15.77 3.54 ArborRealty ABR 17.5 5 6.68 +0.68 .30 40.65 13.76 BankofButterfield NTB 8.1 7 21.86 +3.53 .44 179.38 95.58 CharlesRiverLabs CRL ... 27 138.59 +1.64 ...
16.85 9.53 AlgonquinPwr AQN 4.2 13 13.37 –0.14 .141 21.50 6.64 ArcelorMittal MT 1.6 5 10.55 +0.75 .20 95.68 46.70 BankofHawaii BOH 4.2 13 64.48 +2.99 .67 20.66 3.44 ChathamLodging CLDT .0 18 6.99 +0.82 .11
231.14 147.95 Alibaba BABA ... 21 194.48 –9.88 ... 98.03 21.80 ArchCoal ARCH .0 4 26.82 +3.25 .50 79.93 38.31 BankofMontreal BMO ... 7 48.78 +0.84 ... 6.28 1.85 CheetahMobile CMCM .0 dd 1.95 +0.06 .50
847.95 426.87 Alleghany Y .0 9 506.86 –18.11 15.00 47.20 28.92 ArcherDaniels ADM 4.1 13 35.12 –0.87 .36 51.60 26.40 BankNY Mellon BK 3.4 8 36.00 +0.24 .31 288.59 156.15 CACI Intl CACI ... 23 251.41 +8.02 ... 48.22 25.89 Chegg CHGG ... dd 42.36 +2.89 ...
25.68 4.95 AlleghenyTechs ATI ... 4 7.18 +0.69 ... 11.43 2.09 Archrock AROC 13.0 7 4.47 +0.22 .145 58.22 31.94 BkNovaScotia BNS 6.6 8 38.65 +0.84 .6801 29.57 10.13 CAI Intl CAI ... 13 15.12 +1.11 ... 513.75 324.31 Chemed CHE .3 31 427.28 –28.69 .32
139.24 77.37 Allegion ALLE 1.3 28 97.48 +0.91 .32 15.00 5.80 Arconic ARNC ... ... 8.55 +0.51 ... 37.60 14.50 BankUnited BKU 4.9 9 18.64 +0.08 .23 25.34 10.59 CBD Pao CBD 1.1 30 11.91 +0.06 .1052 34.52 7.02 Chemours CC 9.1 dd 10.93 +0.19 .25
202.22 114.27 Allergan AGN 1.6 dd 189.74 +2.84 .74 8.41 2.96 ArcosDorados ARCO 1.6 14 3.73 +0.18 .03 10.22 3.41 Barclays BCS 2.8 ... 5.13 +0.71 .148 28.73 16.85 CBIZ CBZ ... 18 22.80 +0.60 ... 17.42 2.76 CherryHillMtg CHMI 24.3 dd 6.58 +0.07 .40
88.60 50.01 Allete ALE 4.4 16 55.65 –1.69 .6175 47.85 28.14 Arcosa ACA .6 15 35.23 –3.06 .05 10.59 4.67 BaringsBDC BBDC 9.7 6 6.62 –0.04 .16 1.78 0.18 CBL Assoc CBL ... dd .25 –0.02 ... 588.00 12.30 ChesapeakeEner CHK ... dd 14.98 –24.96 ...
159.41 20.51 AllianceData ADS 1.8 dd 46.38 +5.98 .21 36.33 6.30 ArcusBiosci RCUS ... dd 26.22 –2.78 ... 5.10 1.11 Barnes&NobleEduc BNED ... dd 1.69 +0.02 ... 64.75 29.17 CBRE Group CBRE ... 11 39.70 –0.29 ... 101.29 69.47 ChesapeakeUtil CPK 1.9 24 86.68 –3.03 .405
36.06 13.24 AllianceBernstein AB 12.3 8 21.75 +1.61 .64 21.54 9.20 Ardagh ARD 4.8 cc 12.40 +0.10 .15 68.60 30.22 BarnesGroup B 1.8 12 36.51 –0.20 .16 10.12 10.04 CC Neuberger I PCPL.UT ... ... 10.06 ... ... 127.00 51.60 Chevron CVX 5.8 60 89.44 +2.43 1.29
49.73 26.15 AllisonTransm ALSN 1.9 7 35.65 +2.17 .17 9.79 3.73 ArdmoreShipping ASC 3.1 dd 6.36 –0.01 .05 28.50 11.65 BarrickGold GOLD 1.0 12 26.93 –0.17 .07 55.15 19.73 CF Industries CF 4.5 12 26.61 –1.39 .30 47.55 20.62 Chewy CHWY ... dd 42.90 –1.14 ...
125.92 64.13 Allstate ALL 2.2 7 99.74 –1.70 .54 17.72 2.78 AresCommRealEst ACRE 17.0 6 7.76 +1.15 .33 31.97 11.15 BauschHealth BHC ... dd 17.16 +0.24 ... 87.13 46.32 CGI GIB ... 18 62.73 +1.69 ... 5.14 0.93 Chico'sFas CHS .0 dd 1.37 +0.39 .09
35.42 10.22 AllyFinancial ALLY 4.9 6 15.57 +1.27 .19 41.88 20.20 AresMgmt ARES 4.9 31 32.67 –1.02 .40 95.19 69.10 BaxterIntl BAX 1.0 45 87.84 –5.08 .22 53.69 12.02 CIT Group CIT 8.0 dd 17.53 +0.15 .35 22.99 6.42 ChimeraInvt CIM 26.0 4 7.69 +0.41 .50
19.84 7.74 AlpineIncmProp PINE 6.6 ... 12.17 +1.27 .20 50.92 29.91 Argan AGX 2.7 dd 36.70 +1.08 .25 2.12 0.19 BaytexEnergy BTE ... dd .31 +0.04 ... 10.28 9.14 CITICCapAcqn CCAC.UT ... ... 10.02 +0.04 ... 11.99 3.89 ChinaDistanceEd DL .0 14 7.31 –0.09 .56
10.80 3.59 AltaEquipment ALTG ... cc 4.91 +0.19 ... 77.49 27.41 ArgoGroup ARGO 3.9 dd 31.57 –0.48 .31 17.23 4.39 BeazerHomes BZH ... dd 7.00 +1.27 ... 69.17 46.03 CMS Energy CMS 2.9 22 55.95 –3.45 .4075 37.07 15.80 ChinaEastrnAir CEA ... 13 20.20 –0.03 ...
1.84 0.39 AltaEquipWt ALTG.WT ... ... .80 +0.20 ... 289.45 156.63 AristaNetworks ANET ... 20 207.64 –9.17 ... 286.72 197.75 BectonDicknsn BDX 1.3 93 251.87 –16.30 .79 51.30 26.52 CNA Fin CNA 5.1 8 29.08 –0.73 2.00 7.36 1.80 ChinaGreenAg CGA ... dd 2.66 +0.23 ...
160.11 75.17 Alteryx AYX ... cc 105.75 –6.79 ... 7.79 1.40 ArlingtonAsset AI .0 8 2.72 +0.10 .225 62.28 25.54 Belden BDC .6 dd 33.13 +1.51 .05 11.99 5.06 CNH Indl CNHI ... 6 6.01 –0.26 ... 14.70 8.27 ChinaLifeIns LFC .8 8 10.17 –0.14 .1187
31.78 15.96 AlticeUSA ATUS ... cc 24.99 –1.22 ... 5.13 1.20 ArloTech ARLO ... dd 2.66 +0.33 ... 24.03 13.56 BellRingBrands BRBR ... 6 16.66 –0.37 ... 20.93 8.79 CNO Financial CNO 3.3 5 13.48 +1.07 .11 47.56 30.12 ChinaMobile CHL 4.8 10 38.76 –0.91 1.1106
54.00 30.95 Altria MO 8.9 dd 37.91 –1.51 .84 19.43 7.52 ArmadaHoffler AHH 9.4 23 9.36 +0.64 .22 37.36 14.06 BenchmarkElec BHE 3.2 57 19.83 –0.75 .16 181.13 81.11 CNOOC CEO 8.2 5 108.74 –0.81 5.804 37.19 3.68 ChinaOnlineEduc COE ... dd 24.63 –0.87 ...
9.94 4.61 AlumofChina ACH ... 28 5.05 +0.10 ... 21.15 4.95 ArmourRes ARR 25.3 dd 8.07 –0.01 .17 79.92 43.05 Berkley WRB .9 20 51.45 +1.21 .11 16.94 5.20 CNX Midstream CNXM 17.8 3 7.20 –4.69 .0829 76.79 41.31 ChinaPetrol SNP 10.4 9 48.14 –0.56 1.708
10.33 9.51 AlussaEnergy ALUS.UT ... ... 10.00 +0.10 ... 13.26 1.12 ArmstrongFlooring AFI ... dd 2.18 +0.69 ... 347400 239440 BerkHathwy A BRK.A ... 5 273975 –5485.00 ... 14.19 4.26 CNX Resources CNX ... dd 10.15 –1.35 ... 8.93 0.51 ChinaRapidFin XRF ... ... .94 –0.13 ...

The Week’s Statistics Bonus Tables: M26


Barron's 50-Stock Average ............. 31 Dividend Ex-Payment Dates ........... 35 Gold Mining Index ......................... 34 Mutual Funds ................................ 23 Stock Volume ................................ 31
Cash Track ..................................... 23 DJ Averages ................................... 30 Indexes P/Es & Yields ...................... 31 N.Y. Stock Exchange ...................... 12 Top Savings Deposit Yields............. 29
Charting the Market ...................... 8 DJ U.S. Total Market Industry Groups 32 Initial Public Offerings.................... 32 Nasdaq National Market................ 16 Trading Diary ................................. 30
Closed-End Funds.......................... 28 Dow Jones Averages ...................... 30 Investor Sentiment Readings ......... 34 New Corporate Listings ................. 35 Vital Signs...................................... 2
Dow Jones Per Share Values ........... 31 New Highs & Lows ......................... 33 Week In Stocks............................... 31
Coming Earnings ........................... 32 Key Foreign Market Indexes ........... 22
Exchange Traded Portfolios ........... 19 NYSE Half-Hourly Volume .............. 32 Weekly Bond Statistics................... 34
Conference Call Calendar............... 33 Market Lab .................................... 30
Federal Reserve Data Bank ............. 34 Other Market Indexes .................... 30 Winners & Losers Stocks ................ 10
Delta Tactical Sentiment ................ 31 Foreign Exchange .......................... 34 Money Rates, U.S. & Foreign .......... 34 Pulse of the Economy..................... 32
Distributions & Offerings ............... 31 Global Stock Markets..................... 22 Money Supply ............................... 34 SEC Form 144 Filings ...................... 31 For statistical queries please contact the
Dividend Boosts - Reductions......... 35 Mutual Fund Indicators ................. 25 Statistics Team: 609-520-4799
Gold & Silver Prices......................... 34 Stock Splits - Special Dividends ...... 35 or email: barronsstats@barrons.com
May 4, 2020 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
44.63 18.45 ChinaSoAirlines ZNH 1.3 15 24.05 –0.07 .3646 10.14 3.09 CypressEnvl CELP 15.7 8 5.35 +0.19 .21 15.43 3.75 EnergyTransfer ET 15.6 6 7.81 +0.62 .305
51.91 26.66 ChinaTelecom CHA 4.4 28 32.95 –0.73 1.5988 27.94 13.28 EnerpacTool EPAC .2 dd 16.17 +0.30 .04
Nowhere: The Dow dipped 0.2% last week as good news on coronavirus
12.01
16.63
5.08
7.77
ChinaUnicom
ChinaYuchai
CHU
CYD
...
7.1
11
6
6.18
11.98
–0.25
–0.02
...
.85 D 9.23
78.97
1.15
35.21
Enerplus
EnerSys
ERF
ENS
3.5
1.3
dd
15
2.48
55.78
+0.33
+1.88
.0075
.175
940.28 415.00 Chipotle CMG ... 73 874.92 –7.55 ... 11.74 0.88 EnLinkMid ENLC 54.3 dd 1.90 +0.33 .0938 treatments was cancelled out by renewed tensions with China. Walmart
109.26 46.25 ChoiceHotels CHH .0 18 71.26 +0.36 .225 33.45 2.20 DCP Midstream DCP 19.9 dd 7.85 –0.57 .39 22.21 13.98 Ennis EBF 5.0 12 18.10 +0.83 .225
167.74 87.35 Chubb CB 3.0 13 101.59 –2.43 .75 4.44 1.78 DHI Group DHX ... 11 2.71 +0.20 ... 29.33 7.84 EnovaIntl ENVA ... 80 13.63 +0.29 ... dropped 5% after a downgrade, while American Express gained 6.2%.
37.57 33.61 ChunghwaTel CHT 3.0 27 36.49 +0.12 1.4246 8.83 4.77 DHT DHT 6.6 16 7.10 –0.62 .32 73.80 30.04 EnPro NPO 2.4 24 43.88 +2.90 .26
80.99 47.98 Church&Dwight CHD 1.3 27 71.22 –0.13 .24 9.69 1.64 DRDGOLD DRD 2.3 59 9.50 +0.12 .1315 6.83 0.75 Entercom ETM 7.5 dd 1.06 –0.10 .02 Monday Tuesday Wednesday Thursday Friday
11.90 9.82 ChurchillCapII CCX.UT ... ... 10.80 +0.10 ... 52.47 28.00 DTEEnergy DTP 7.7 ... 40.36 –0.78 .7813 135.55 75.19 Entergy ETR 4.0 15 93.57 –3.96 .93
11.08 9.25 ChurchillCapIIA CCX ... ... 10.16 –0.18 ... 135.67 71.21 DTE Energy DTE 4.0 17 100.68 –2.34 1.0125 30.87 10.27 EnterpriseProd EPD 10.3 8 17.13 +0.32 .445
24750
2.50 0.60 ChurchillCapCorp.IIWt CCX.WT ... ... 1.60 +0.05 ... 64.50 7.90 DXC Tech DXC 5.0 dd 16.79 +0.87 .21 3.50 1.35 Entravision EVC 13.7 dd 1.46 +0.04 .05
10.59 9.20 ChurchillCapIII CCXX.UT ... ... 10.20 +0.05 ... 20.71 4.22 Dana DAN .0 9 10.78 +1.60 .10 87.75 45.53 Envestnet ENV ... dd 61.30 +3.17 ...
9.95 9.66 ChurchillCapIII CCXX ... ... 9.89 +0.05 ... 170.64 119.60 Danaher DHR .4 47 160.77 –4.30 .18 33.30 10.08 Envista NVST ... 13 18.84 +1.30 ...
1.60 1.19 ChurchCapIII Wt CCXX.WT ... ... 1.34 +0.04 ... 14.07 2.50 Danaos DAC ... 1 4.42 –0.32 ... 39.30 20.63 EnvivaPartners EVA 7.7 cc 34.80 +0.26 .68 24460
49.91 30.58 Ciena CIEN ... 26 46.34 –0.24 ... 81.46 30.75 DaqoNewEnergy DQ ... 24 49.63 +3.41 ... 4.85 1.56 EnzoBiochem ENZ ... 89 2.88 +0.38 ...
224.64 118.50 Cigna CI .0 14 187.09 –1.11 .04 128.41 26.15 Darden DRI .0 14 69.85 +1.03 .88 164.77 103.01 Equifax EFX 1.1 63 137.89 +6.47 .39
71.58 12.15 CimarexEnergy XEC 3.7 dd 23.49 +0.57 .22 29.57 10.25 DarlingIngred DAR ... 11 19.82 +0.05 ... 22.15 8.41 Equinor EQNR 6.5 23 12.96 +0.27 .26
16.05 3.19 CincinnatiBell CBB ... dd 14.74 +0.03 ... 90.15 43.40 DaVita DVA ... 14 76.51 +2.51 ... 27.30 9.89 Equitable EQH 3.5 dd 17.34 +1.34 .15
43.51 5.71 Cinemark CNK 10.7 8 13.52 +1.32 .36 203.19 78.70 DeckersOutdoor DECK ... 14 143.29 +5.87 ... 22.29 3.75 EquitransMdstm ETRN 7.3 dd 8.25 +0.17 .15 24170
24.60 9.43 CinerRscs CINR 12.0 5 11.38 +0.58 .34 181.99 106.14 Deere DE 2.2 14 138.19 –0.44 .76 35.08 27.62 EquityCommnwlth EQC .0 9 33.98 –0.20 3.50
47.80 8.00 CircorIntl CIR ... dd 12.59 +1.65 ... 33.69 5.51 DelekLogistics DKL 17.3 8 20.27 +5.17 .89 77.55 41.97 EquityLife ELS 2.3 47 60.46 +0.03 .3425
83.11 32.00 Citigroup C 4.5 6 45.52 +2.42 .51 44.08 7.79 DelekUS DK 5.8 5 20.51 +2.01 .31 89.55 49.62 EquityResdntl EQR 3.9 24 62.31 –1.68 .6025
41.29 14.12 CitizensFin CFG 7.0 7 21.42 +0.82 .39 70.55 25.51 DellTechC DELL ... 7 40.00 +0.31 ... 1.89 0.74 EquusTotReturn EQS ... 7 1.18 +0.16 ... 23880
7.72 3.55 Citizens CIA ... dd 5.59 +0.07 ... 22.58 5.39 DelphiTechs DLPH ... 52 9.56 +1.57 ... 11.97 3.50 EraGroup ERA ... dd 4.75 +0.44 ... (Prev Fri's
14.50 6.50 CityOfficeREIT CIO 6.1 dd 9.79 +1.26 .15 63.44 19.10 DeltaAir DAL .0 4 24.12 +1.71 .4025 8.81 1.10 ErosIntl EROS ... dd 2.45 –0.06 ... Close)
2.05 0.34 Civeo CVEO ... dd .55 +0.15 ... 54.15 19.57 Deluxe DLX 4.4 dd 27.24 +1.12 .30 55.84 17.52 EssentGroup ESNT 2.5 5 26.00 +1.58 .16
24.80 12.70 ClarivateAnaly CCC ... dd 22.59 –1.37 ... 2.12 0.16 DenburyRscs DNR ... 1 .30 –0.03 ... 29.34 6.08 EssentialProp EPRT 6.9 21 13.28 +2.49 .23
+358.51 -32.23 +532.31 -288.14 -622.03
88.40 29.45 CleanHarbors CLH ... 27 51.62 +0.99 ... 23.39 2.60 DesignerBrands DBI 6.5 5 6.13 +1.38 .10 54.52 30.40 EssentialUtil WTRG 2.3 40 40.39 –3.29 .2343 23590
5.47 0.36 ClearChannelOutdr CCO ... dd .89 +0.11 ... 15.44 4.44 Despegar.com DESP ... dd 6.68 +0.44 ... 70.71 41.66 EssentialUtilUn WTRU 5.6 ... 54.82 –3.85 .75 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
31.49 11.88 ClearwaterPaper CLW ... dd 22.77 +1.12 ... 11.16 4.99 DeutscheBank DB ... dd 7.15 +1.20 ... 334.17 175.81 EssexProp ESS 3.5 36 236.81 –4.80 2.0775
22.67 14.07 ClearwayEnergyA CWEN.A 4.4 dd 18.24 –0.42 .21 31.89 4.70 DevonEnergy DVN 3.9 dd 11.15 +0.63 .11 220.42 137.01 EsteeLauder EL .0 34 172.54 +6.23 .48
23.24 14.77 ClearwayEnergyC CWEN 4.2 dd 19.50 –0.67 .21 176.22 100.52 Diageo DEO 2.5 21 137.13 +4.07 1.3623 23.11 8.38 EthanAllen ETH 7.2 12 11.60 +0.80 .21
11.61 2.63 Cleveland-Cliffs CLF .0 4 4.18 +0.37 .06 17.50 8.62 DiamondSShip DSSI ... dd 12.22 –1.71 ... 13.21 7.21 Euronav EURN 3.3 dd 10.64 –0.66 .29 52-Week Tick Div 52-Week Tick Div
13.45 4.32 ClipperRealty CLPR 7.4 dd 5.11 +0.30 .095 11.79 1.96 DiamndrckHspty DRH .0 6 5.72 +0.66 .125 22.90 5.71 Eventbrite EB ... dd 8.56 –0.29 ...
4.15 1.25 DianaShipping DSX ... dd 1.75 +0.06 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
214.26 144.12 Clorox CLX 2.2 30 192.71 +2.06 1.06 95.62 33.25 EvercoreA EVR 4.6 8 49.93 +2.32 .58
12.22 4.76 Cloudera CLDR ... dd 7.89 +0.06 ... 49.80 13.46 Dick's DKS 4.6 8 27.21 –0.43 .3125 294.31 164.21 EverestRe RE 3.8 7 165.01 –5.80 1.55 39.00 14.86 FranklinFin FSB 1.0 33 23.46 +2.36 .06 16.95 10.41 GraphicPkg GPK 2.3 28 13.17 +0.21 .075
27.59 14.50 Cloudflare NET ... dd 22.84 –0.44 ... 14.66 2.80 DieboldNixdorf DBD ... dd 4.37 +0.80 ... 76.57 42.01 Evergy EVRG 3.6 20 55.92 –2.59 .505 35.77 14.91 FranklinRscs BEN 6.0 9 18.03 +2.11 .27 23.21 8.53 GrayTelevision GTN ... 9 11.10 +0.88 ...
6.59 3.40 CN Finance CNF ... 4 3.90 +0.36 ... 158.36 105.00 DigitalRealty DLR 3.1 62 145.92 –4.11 1.12 14.88 1.55 Everi EVRI ... 22 4.57 +0.30 ... 13.64 4.82 FreeportMcM FCX .0 dd 8.46 –0.02 .05 22.28 8.55 GrayTelevision A GTN.A ... 10 12.45 +1.65 ...
60.13 36.27 Coca-Cola KO 3.6 20 45.60 +0.17 .41 86.71 22.18 Dillard's DDS 2.1 6 28.36 +2.30 .15 99.42 60.69 EversourceEner ES 2.8 28 79.87 –6.70 .5675 42.75 29.17 FreseniusMed FMS 1.2 16 38.44 +0.56 .6522 15.86 3.96 GreatAjax AJX 15.2 5 8.37 +1.31 .9968
58.94 28.35 Coca-Cola Euro CCEP 3.5 15 39.30 –0.95 .6876 104.47 14.16 DineBrands DIN .0 7 39.18 +8.39 .76 37.38 18.21 Evertec EVTC .8 18 25.22 +1.93 .05 38.79 22.98 FreshDelMonte FDP .7 30 26.67 –5.82 .05 36.65 16.66 GreatWesternBncp GWB 3.5 dd 17.16 –0.68 .15
65.58 37.73 Coca-Cola Femsa KOF 5.5 39 39.26 +0.48 1.2783 92.98 23.25 DiscoverFinSvcs DFS 4.3 6 41.37 +5.14 .44 14.79 3.50 EvolentHealth EVH ... dd 6.81 +0.01 ... 13.28 8.51 FrontYardRes RESI 5.5 dd 10.83 –1.49 .15 66.81 14.20 GreenDot GDOT ... 16 28.65 +0.45 ...
8.29 1.98 CoeurMining CDE ... dd 3.90 +0.30 ... 153.41 79.07 Disney DIS 1.7 17 105.50 +4.31 .88 25.23 7.09 EvoquaWater AQUA ... 31 15.38 –0.09 ... 13.33 6.09 Frontline FRO 17.7 12 9.05 –1.55 .40 36.37 12.89 Greenbrier GBX 6.6 8 16.27 –0.30 .27
78.23 33.52 Cohen&Steers CNS 2.8 22 56.67 +3.89 .39 10.45 9.19 dMY Tech DMYT.UT ... ... 10.11 +0.11 ... 12.51 0.95 ExantasCap XAN .0 3 2.72 +0.44 .275 52.40 23.68 FullerHB FUL 1.8 14 35.57 +2.79 .1625 23.08 7.28 Greenhill GHL 2.2 17 8.90 +0.16 .05
39.30 12.23 Colfax CFX ... dd 23.78 +0.67 ... 10.00 9.62 dMY TechA DMYT ... ... 9.79 +0.17 ... 6.24 1.27 Express EXPR ... dd 1.92 +0.27 ... 14.60 8.75 FutureFuel FF 2.3 5 10.39 +0.18 .06 15.57 9.38 GreenTree GHG ... 20 12.62 +0.35 ...
166.81 61.50 ColfaxUn CFXA 5.4 ... 106.29 +3.19 1.4375 73.20 44.68 DolbyLab DLB 1.5 29 58.13 –0.67 .22 14.89 3.24 Exterran EXTN ... dd 6.20 +1.37 ... 50.37 23.65 Greif A GEF 5.3 11 33.28 +2.01 .44
77.41
11.95
58.49
9.46
ColgatePalm
CollierCreek
CL
CCH.UT
2.6
...
25
cc
68.53
10.98
–2.87
+0.18
.44
...
183.95
90.89
116.15
57.79
DollarGeneral
DominionEner
DG
D
.8
5.0
26
48
173.00
75.61
–2.98
–2.31
.36
.94
124.46
78.21
72.70
30.11
ExtraSpaceSt
ExxonMobil
EXR
XOM
4.1
8.1
27
13
87.16
43.14
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.90
.87 G 56.50
25.50
30.89
9.15
Greif B
Griffon
GEF.B
GFF
6.7
2.0
9
16
39.43
15.35
+1.69
+0.05
.66
.075
11.10 9.75 CollierCreek CCH ... 73 10.47 +0.06 ... 113.82 75.93 DominionEnerUn DCUE 7.5 ... 97.10 –2.06 1.8125 110.11 26.26 Group1Auto GPI .0 6 53.89 +5.00 .30
.78 6.66 .06
F
2.10 1.15 CollierCreekWt CCH.WT ... ... 1.39 –0.06 ... 387.85 220.90 Domino's DPZ .9 34 357.30 –9.99 3.30 GAIN Capital GCAP 3.8 5 6.25 –0.20 80.25 29.35 GrubHub GRUB ... dd 45.49 +1.97 ...
6.14 1.33 ColonyCapital CLNY 21.6 dd 2.04 +0.12 .11 47.38 18.40 Domtar UFS 8.1 18 22.54 +1.52 .455 22.81 9.03 GAMCO Investors GBL .7 4 11.49 –0.77 .02 135.31 44.28 GpoAeroportuar PAC 6.6 15 58.67 +4.40 2.1253
16.36 2.46 ColonyCredRlEst CLNC .0 dd 4.77 +0.65 .10 58.32 31.08 Donaldson DCI 2.0 21 42.59 +0.41 .21 86.01 50.69 GATX GATX 3.3 10 57.56 +1.49 .48 210.38 82.08 GpoAeroportSur ASR 4.9 10 95.11 +0.61 5.2097
.09
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

22.72 7.63 ColumbiaProperty CXP 6.1 dd 13.71 +1.34 .21 16.20 4.04 DonnelleyFin DFIN ... 7 7.30 +1.41 ... 40.33 14.38 FB Financial FBK 1.6 11 21.98 +2.10 28.89 14.24 GCPAppliedTechs GCP ... 32 17.04 +0.58 ... 8.92 3.32 GpoAvalAcc AVAL 8.1 5 3.98 –0.07 .0245
78.90 24.28 Comerica CMA 8.3 6 32.83 +0.70 .68 16.68 6.08 DorianLPG LPG ... 7 9.00 +0.11 ... 66.82 29.01 FBL Financial FFG 5.1 8 39.00 +1.01 1.50 24.03 9.95 GEO Group GEO 16.3 9 11.76 +0.05 .48 9.03 1.28 GpoSupervielle SUPV 4.6 2 1.54 +0.11 .0731
53.66 29.00 ComfortSystems FIX 1.3 11 32.60 +1.53 .105 56.89 24.12 DouglasDynamics PLOW 3.2 16 34.57 +0.38 .28 12.46 6.31 FGL Holdings FG .4 5 10.27 +0.02 .01 18.22 11.92 GFLEnvironmental GFL .2 dd 17.54 +2.36 .01 12.61 4.65 GrupoTelevisa TV 1.6 21 5.02 –0.01 .0886
24.04 10.76 CommercialMetals CMC 3.0 6 15.97 +0.60 .12 45.59 23.16 DouglasEmmett DEI 3.8 14 29.42 –0.08 .28 2.97 0.85 FGL Wt FG.WT ... ... 2.39 +0.09 ... 50.00 37.37 GFL Env Un GFLU 6.5 ... 49.02 +4.69 .75 18.99 9.73 GuangshenRail GSH 3.7 13 10.00 +0.16 .4348
72.63 47.01 CommBkSys CBU 2.7 19 60.23 +0.24 .41 120.26 62.95 Dover DOV 2.1 18 91.47 +0.50 .49 108.77 56.77 FMC FMC 2.0 25 89.92 +1.72 .44 32.42 10.39 GMS GMS ... 9 17.85 +2.85 ... 23.58 3.64 Guess GES 5.5 6 8.11 +0.85 .1125
7.47 1.79 CommunityHlthSys CYH ... dd 2.80 –0.72 ... 2.12 1.06 DoverMotorsports DVD 7.8 10 1.28 +0.21 .10 12.93 5.05 FNB FNB 6.2 8 7.72 +0.52 .12 3.42 0.38 GNC Holdings GNC ... dd .57 +0.09 ... 124.16 71.64 Guidewire GWRE ... dd 86.61 –0.56 ...
52.33 20.12 CommunityHlthcr CHCT 4.4 cc 37.26 +3.30 .4175 56.25 21.95 Dow DOW 8.3 dd 33.93 +0.81 .70 6.40 1.90 FS KKR Cap FSK 23.0 7 3.30 +0.05 .19 23.30 1.85 GOL Linhas GOL ... dd 4.27 +0.49 ...
.2518
H
15.40 5.54 SABESP SBS 2.8 7 7.16 +0.59 53.23 33.33 DrReddy'sLab RDY .5 36 50.53 –1.29 .2822 144.10 79.74 FTI Consulting FCN ... 23 124.99 –9.69 ... 16.68 5.78 GP Strategies GPX ... 8 7.39 +1.25 ...
5.00 1.50 EngGr-Cmg C CIG.C 8.7 3 1.71 +0.10 .0574 56.71 23.91 Dril-Quip DRQ ... cc 29.56 –3.51 ... 10.82 0.19 FTS Intl FTSI ... dd .35 +0.03 ... 46.40 8.53 GSXTechedu GSX ... cc 37.22 +5.47 ...
4.11 1.44 EngGr-Cmg CIG 8.9 3 1.67 +0.13 .0574 5.42 0.86 DriveShack DS ... dd 1.18 +0.11 ... 71.22 42.33 Fabrinet FN ... 19 59.64 –4.90 ... 42.61 4.67 GTT Comm GTT ... dd 10.50 –1.42 ...
18.15 8.28 COPEL ELP 6.0 5 9.84 +0.49 .4881 57.84 16.27 Ducommun DCO ... 9 26.00 +0.46 ... 310.25 195.22 FactSet FDS 1.1 29 269.43 –5.00 .72 10.34 9.20 GalileoAcqn GLEO ... ... 9.82 –0.04 ... 151.97 58.38 HCA Healthcare HCA .0 12 104.86 –2.97 .43
4.71 1.02 CiaSiderurgica SID ... 5 1.46 +0.24 ... 103.79 62.13 DukeEnergy DUK 4.6 16 82.64 –3.05 .945 436.69 177.65 FairIsaac FICO ... 44 336.61 +36.57 ... 0.83 0.16 GalileoAcqnWt GLEO.WT ... ... .19 +0.03 ... 48.24 31.61 HCI Group HCI 3.8 13 42.01 –1.08 .40
29.40 11.25 CerveceriasUnid CCU 3.2 14 13.46 –0.11 .2731 38.88 25.19 DukeRealty DRE 2.8 30 33.30 –1.00 .235 7.11 0.81 FangHoldings SFUN ... dd 1.03 –0.12 ... 109.46 65.09 Gallagher AJG 2.3 22 77.51 +2.23 .45 4.33 1.29 HC2 Holdings HCHC ... dd 2.65 –0.01 ...
26.37 10.78 CompassDiversif CODI 7.9 dd 18.14 –1.37 .36 77.03 28.33 DuPont DD 2.7 68 45.07 +3.17 .30 11.75 9.86 FarPointAcqnA FPAC ... 89 10.16 –0.01 ... 8.99 2.57 GameStop GME ... dd 6.05 +1.28 ... 65.89 29.50 HDFC Bank HDB .8 21 42.10 +2.15 .1053
66.14 34.39 CompassMnlInt CMP 6.2 26 46.32 +2.16 .72 60.55 12.24 DycomInds DY ... 17 30.83 +2.15 ... 2.68 0.30 FarPointAcqnWt FPAC.WT ... ... .47 –0.01 ... 11.35 0.63 Gannett GCI 138.2 dd 1.10 +0.38 .38 7.82 0.35 HEXO HEXO ... dd .49 +0.01 ...
10.70 4.05 ComstockRscs CRK ... 14 7.46 –0.20 ... 2.50 0.98 DynagasLNG DLNG .0 82 1.68 –0.06 .0625 25.76 5.99 Farfetch FTCH ... dd 12.68 +0.26 ... 26.18 5.26 Gap GPS .0 9 7.83 +0.93 .2425 42.90 16.61 HNI HNI 5.3 12 23.21 +1.25 .305
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

35.59 22.83 ConagraBrands CAG 2.6 21 33.28 –0.90 .2125 37.07 17.05 Dynatrace DT ... dd 27.16 –1.39 ... 7.22 5.05 FarmlandPtrs FPI 3.1 cc 6.50 +0.04 .05 19.25 2.50 GarrettMotion GTX ... 1 5.23 +0.93 ... 23.93 12.54 HP HPQ 4.8 7 14.71 –0.29 .1762
116.92 33.13 ConchoRscs CXO 1.4 dd 56.73 +3.64 .20 20.34 7.04 DynexCapital DX 13.0 dd 13.80 +0.54 .15 35.25 10.63 Fastly FSLY ... dd 21.53 –1.42 ... 171.78 76.91 Gartner IT ... 45 114.92 +5.16 ... 44.93 23.95 HSBC HSBC 5.9 17 25.28 +0.30 .50
2.92 1.34 ConcordMed CCM ... dd 1.80 +0.01 ... 76.00 41.26 FedAgriMtg A AGM.A 5.4 7 58.74 +3.84 .80 16.73 2.67 GasLog GLOG 14.1 dd 4.26 +0.46 .15 28.20 11.78 HUYA HUYA ... 52 15.11 –1.10 ...
116.81
67.13
37.66
20.84
Conmed
ConocoPhillips
CNMD
COP
1.2
4.3
58
12
64.91
39.14
–2.90
+3.05
.20
.42 E 88.46
141.35
40.05
64.68
FedAgriMtg C
FederalRealty
AGM
FRT
5.0
5.4 17
7 63.67
78.42
+5.11
+9.16
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1.05
21.95
16.34
1.51
5.42
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GatesIndustrial
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GTES
43.3
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5.11
8.33
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+0.73
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...
140.36
28.18
63.41
4.25
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Halliburton
HAE
HAL
...
7.4
73
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111.23
9.76
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.18
95.10 62.03 ConEd ED 4.0 19 77.25 –5.39 .765 35.75 23.32 FederalSignal FSS 1.2 14 26.08 –1.96 .08 11.82 4.27 GencoShipping GNK 12.8 dd 5.48 –0.12 .175 21.22 6.68 HamiltonBeach HBB 2.9 dd 12.29 +1.40 .09
212.06 104.28 ConstBrands A STZ 1.9 dd 161.57 +2.74 .75 1.94 0.26 ECA Marcellus ECT 23.3 4 .60 +0.09 .019 38.26 13.06 FederatedHermes FHI 5.0 8 21.39 +0.63 .27 118.86 54.19 Generac GNRC ... 24 93.29 –4.26 ... 17.95 6.96 Hanesbrands HBI 6.3 7 9.58 +1.14 .15
214.51 107.51 ConstBrands B STZ.B 1.7 dd 163.13 +6.46 .68 20.00 7.58 elfBeauty ELF ... 23 12.50 +1.83 ... 190.58 88.69 FedEx FDX 2.2 8 118.20 –4.86 .65 193.76 100.55 GeneralDynamics GD 3.4 11 127.80 –1.50 1.10 28.16 11.31 Hanger HNGR ... 24 17.32 +0.82 ...
15.10 3.90 Constellium CSTM ... cc 7.06 +1.30 ... 93.54 41.85 EMCOR EME .5 10 59.63 –3.35 .08 180.95 127.73 Ferrari RACE .8 36 148.99 –7.36 1.2351 13.26 5.90 GeneralElec GE .6 10 6.50 +0.24 .01 39.91 15.01 HannonArmstrong HASI 5.1 23 26.52 +0.06 .34
9.50 1.80 ContainerStore TCS ... 6 2.11 +0.09 ... 33.81 12.10 ENI E 7.4 cc 18.10 +0.10 .934 17.15 7.52 Ferro FOE ... cc 8.96 –0.06 ... 61.66 46.59 GeneralMills GIS 3.3 17 59.58 –0.90 .49 144.71 75.11 HanoverIns THG 2.7 15 95.51 +0.36 .65
43.77 6.90 ContinentalRscs CLR .0 7 14.21 +1.62 .05 96.25 27.00 EOG Rscs EOG 3.4 9 44.57 +1.21 .375 16.25 6.00 FiatChrysler FCAU ... 4 8.44 +0.44 ... 41.90 14.33 GeneralMotors GM .0 5 20.90 –1.05 .38 40.89 14.31 HarleyDavidson HOG .4 9 20.39 +1.72 .02
13.45 2.94 Volaris VLRS ... 5 4.76 +0.98 ... 248.27 151.97 EPAM Systems EPAM ... 48 216.33 +13.30 ... 49.28 19.00 FidNatlFin FNF 5.1 9 26.01 –0.24 .33 53.20 5.52 Genesco GCO ... 4 18.01 +2.36 ... 4.54 1.57 HarmonyGold HMY ... dd 3.85 +0.08 ...
60.39 1.93 ConturaEnergy CTRA ... dd 3.28 +0.11 ... 80.75 12.56 EPR Prop EPR 16.7 12 27.55 +3.83 .3825 158.21 91.68 FidNatlInfo FIS 1.1 cc 129.29 +3.56 .35 23.84 2.58 GenesisEnergy GEL 10.7 32 5.60 +0.63 .15 27.97 4.19 Harsco HSC ... dd 8.59 +0.39 ...
365.68 236.68 Cooper COO .0 31 280.31 –12.90 .03 46.48 7.34 EQM Midstream EQM 19.5 24 19.85 +0.52 .3875 72.90 37.92 58.com WUBA ... 6 51.13 –0.25 ... 1.86 0.65 GenesisHealthcare GEN ... 29 .85 +0.07 ... 3.97 1.10 HarteHanks HHS ... dd 2.11 +0.20 ...
55.93 6.64 Cooper-Standard CPS ... 3 11.24 +0.93 ... 21.67 4.21 EQT EQT .8 dd 14.37 +0.98 .03 6.25 1.22 FinVolution FINV 5.6 2 1.78 +0.12 .12 11.98 4.60 GenieEnergy GNE 3.9 87 7.72 –0.03 .075 62.75 19.04 HartfordFinl HIG 3.6 8 35.69 –0.35 .325
32.33 13.82 CooperT&R CTB 2.0 11 20.75 +1.30 .105 107.10 62.64 ESCO Tech ESE .4 26 73.75 +0.76 .08 66.78 29.36 FirstAmerFin FAF 3.9 8 44.86 –0.06 .44 45.20 19.41 Genpact G 1.1 22 34.04 +1.00 .0975 21.43 9.81 HavertyFurn HVT 6.2 13 12.98 +0.65 .20
10.86 4.55 CooTekCayman CTK ... dd 7.15 +0.15 ... 97.10 41.83 EagleMaterials EXP .0 dd 58.68 +6.08 .10 11.61 3.50 FirstBanCorp FBP 3.7 9 5.34 +0.09 .05 108.58 49.68 GenuineParts GPC 4.2 18 75.19 +0.16 .79 55.15 33.51 HawaiianElec HE 3.5 19 38.10 –1.42 .33
116.88 24.00 Copa CPA 7.5 7 42.60 –7.56 .80 7.73 1.44 EarthstoneEner ESTE ... cc 2.16 +0.30 ... 14.93 7.86 FirstCmwlthFin FCF 5.0 10 8.80 +0.02 .11 4.93 2.87 GenworthFin GNW ... 6 3.39 +0.09 ... 37.97 24.10 HealthcareRealty HR 4.3 98 27.97 –0.32 .30
61.37 6.68 CoreLabs CLB .2 dd 17.51 +2.55 .01 29.70 17.47 EasterlyGovtProp DEA 4.0 cc 25.96 –0.83 .26 17.42 6.27 FirstHorizonNatl FHN 6.9 8 8.69 +0.68 .15 22.53 5.44 GeoPark GPRK 1.8 10 9.02 +0.76 .0413 34.22 20.61 HealthcareAmer HTA 5.5 cc 23.10 –0.11 .315
24.38 8.33 CoreCivic CXW 14.5 8 12.16 +1.00 .44 142.69 83.40 EastGroup EGP 2.9 32 102.27 –2.42 .75 46.12 25.89 FirstIndRlty FR 2.8 18 36.26 +0.23 .25 5.34 1.65 Gerdau GGB 2.2 9 2.06 +0.11 .0168 37.93 18.63 HealthpeakProp PEAK 5.9 cc 25.15 +0.92 .37
51.75 24.69 CoreLogic CLGX 2.2 40 40.59 +4.26 .22 83.99 34.44 EastmanChem EMN 4.4 10 60.02 +2.75 .66 12.69 4.17 FirstMajestic AG ... dd 8.32 +0.62 ... 33.75 16.36 GettyRealty GTY 5.6 22 26.46 +2.29 .37 3.51 1.21 HeclaMining HL .4 dd 2.70 +0.23 .0025
49.75 9.25 CorEnergyInfr CORR 1.7 dd 11.81 +0.03 .05 4.78 1.50 EastmanKodak KODK ... 1 2.20 –0.02 ... 122.34 70.06 FirstRepBank FRC .8 20 100.59 +0.54 .20 10.07 9.60 GigCapital2 GIX ... ... 10.00 ... ... 147.93 52.01 Heico HEI .2 31 83.15 +7.45 .08
13.85 2.18 CorePoint CPLG 19.7 dd 4.06 +0.72 .20 105.78 56.42 Eaton ETN 3.6 16 82.07 +3.21 .73 52.52 32.00 FirstEnergy FE 3.8 41 40.84 –1.48 .39 0.40 0.10 GigCapital2Rt GIX.RT ... ... .26 +0.03 ... 113.69 51.78 Heico A HEI.A .2 26 69.01 +2.24 .08
126.40 90.07 Coresite COR 4.0 61 120.85 +0.10 1.22 51.79 23.59 EatonVance EV 4.4 9 34.21 +0.63 .375 7.26 2.81 Fitbit FIT ... dd 6.77 –0.12 ... 10.92 10.00 GigCapital2Un GIX.UT ... ... 10.45 +0.04 ... 10.00 0.99 HelixEnergy HLX ... 8 2.18 +0.60 ...
9.79 2.54 CornerstoneBldg CNR ... dd 4.84 +0.84 ... 211.24 124.60 Ecolab ECL 1.0 36 190.00 +9.92 .47 13.20 3.27 500.com WBAI ... dd 4.37 +0.30 ... 0.50 0.10 GigCapital2Wt GIX.WT ... ... .28 +0.03 ... 59.68 12.40 Helm&Payne HP 16.9 dd 16.81 –0.96 .71
34.26 17.44 Corning GLW 4.3 66 20.66 –0.12 .22 20.96 6.28 Ecopetrol EC 8.5 5 9.41 –0.10 .5352 9.40 3.62 FivePoint FPH ... 99 5.58 +1.39 ... 40.40 9.42 Gildan GIL .0 20 13.51 –1.30 .154 51.55 20.73 Herbalife HLF ... 16 34.88 +0.27 ...
8.48 1.61 CorpAmAirports CAAP ... 21 2.33 +0.18 ... 42.21 20.51 EdgewellPersonal EPC ... dd 26.87 –0.16 ... 44.25 17.11 FiverrIntl FVRR ... dd 39.51 +1.81 ... 19.03 9.44 Glatfelter GLT 3.6 dd 14.36 +1.30 .13 50.81 11.81 HercHoldings HRI ... 15 26.17 +4.05 ...
30.57 15.23 CorpOfficeProp OFC 4.4 14 25.03 –1.00 .275 78.93 43.63 EdisonInt EIX 4.6 15 55.69 –3.56 .6375 40.00 16.76 Flagstar FBC .8 7 26.06 +4.67 .05 84.65 23.31 Glaukos GKOS ... cc 35.84 +0.77 ... 16.40 5.42 HerculesCapital HTGC 13.0 6 9.86 +0.66 .08
32.78 20.38 Corteva CTVA 2.0 dd 25.49 –0.78 .13 247.64 154.52 EdwardsLife EW ... 40 209.33 –14.15 ... 329.85 168.51 FleetCorTech FLT ... 23 232.83 +10.21 ... 48.25 31.43 GSK GSK 4.8 17 41.21 –1.29 .472 16.38 7.50 HeritageInsurance HRTG 2.2 11 10.86 +0.26 .06
23.70 8.56 Cosan CZZ ... 9 12.44 +0.63 ... 26.67 10.70 8x8 EGHT ... dd 15.89 –1.13 ... 13.88 3.40 FlexLNG FLNG 8.1 16 4.94 ... .10 6.98 2.83 GlobalCordBlood CO ... 5 2.88 –0.02 ... 4.83 0.31 HermitageOffsh PSV ... dd .55 –0.18 ...
10.85 3.16 Costamare CMRE 8.5 5 4.69 –0.35 .10 74.44 57.07 ElPasoElectric EE 2.3 23 68.09 –0.11 .385 62.62 24.36 Floor&Decor FND ... 29 41.93 +5.62 ... 15.95 6.98 GlobalMedREIT GMRE 8.3 97 9.66 –0.71 .20 19.58 2.29 HershaHospitality HT .0 dd 5.11 +0.71 .28
14.14 3.02 Coty COTY 9.7 dd 5.18 –1.09 .125 35.46 15.17 ElancoAnimal ELAN ... cc 24.04 +0.19 ... 4.01 0.70 FlotekIndustries FTK ... dd .84 +0.04 ... 21.71 8.77 GlobalNetLease GNL 11.6 35 13.75 +1.25 .40 162.20 109.88 Hershey HSY 2.3 25 132.54 –3.20 .773
42.99 21.15 CousinsProperties CUZ 4.1 cc 29.08 +1.20 .30 57.00 30.73 ElancoAnimalUn ELAT 5.5 ... 45.24 +2.00 .625 25.08 17.42 FlowersFoods FLO 3.4 29 22.22 –0.01 .19 21.62 6.30 GlobalPtnrs GLP 17.1 14 11.43 +0.42 .3938 20.85 3.18 HertzGlobal HTZ ... dd 3.51 –0.20 ...
18.38 6.57 Covanta CVA 13.9 cc 7.21 +0.38 .25 104.10 39.01 Elastic ESTC ... dd 62.14 +0.99 ... 54.16 18.98 Flowserve FLS 3.0 14 26.55 +1.02 .20 209.62 105.54 GlobalPayments GPN .5 69 161.64 +8.63 .195 74.11 26.06 Hess HES 2.3 dd 44.28 +1.82 .25
4.43 0.36 Covia CVIA ... dd .60 +0.07 ... 11.29 3.05 EldoradoGold EGO ... 19 9.29 –0.45 ... 34.43 2.85 Fluor FLR 3.9 dd 10.20 +1.14 .10 9.25 2.61 GlobalShipLease GSL ... 2 4.47 +0.30 ... 25.66 5.70 HessMidstream HESM 10.3 9 15.70 –0.66 .431
91.23 36.77 Crane CR 3.3 28 51.44 +0.44 .43 12.74 5.35 ElementSolns ESI ... 27 9.99 +0.86 ... 23.21 3.41 FlyLeasing FLY ... 1 5.56 +0.76 ... 141.67 70.83 Globant GLOB ... 78 112.19 +6.32 ... 17.59 7.43 HewlettPackard HPE 5.1 11 9.48 –0.05 .12
11.90 5.75 Crawford A CRD.A 4.2 26 6.65 –0.67 .07 5.98 0.89 ElevateCredit ELVT ... 3 1.87 +0.49 ... 10.48 9.15 FlyingEagleAcqn FEAC.UT ... ... 10.30 ... ... 111.43 56.74 GlobeLife GL .9 12 79.99 +3.92 .1875 87.00 26.69 Hexcel HXL .0 10 31.79 +3.52 .17
10.79 5.29 Crawford B CRD.B 3.3 32 6.02 –0.53 .05 19.12 3.24 EllingtonFin EFC 9.6 6 10.03 +0.16 .08 9.97 9.81 FlyingEagle FEAC ... ... 9.85 ... ... 60.15 33.41 GlobusMedical GMED ... 30 45.64 –1.12 ... 3.62 0.15 Hi-Crush HCR ... dd .30 +0.04 ...
240.88 118.00 Credicorp BAP 6.2 9 139.57 +5.36 2.3825 11.88 2.70 EllingtonResiMtg EARN 12.7 5 8.82 +0.71 .28 2.20 1.35 FlyingEagleWt FEAC.WT ... ... 1.69 ... ... 80.83 40.25 GoDaddy GDDY ... 87 65.82 –1.57 ... 2.69 0.16 HighPointRscs HPR ... dd .33 +0.06 ...
14.12 6.47 CreditSuisse CS .6 7 8.67 +0.59 .0713 19.07 9.33 EmbotellAndinaA AKO.A 4.3 7 10.75 +0.25 .1139 100.35 55.40 FomentoEconMex FMX 2.4 17 62.51 +5.89 .7559 8.48 3.57 GoldFields GFI 1.0 41 7.75 –0.41 .0406 52.76 25.10 HighwoodsProp HIW 5.2 28 36.70 +1.53 .48
4.84 0.51 CrescentPoint CPG 2.2 dd 1.29 +0.25 .0076 22.01 10.15 EmbotellAndinaB AKO.B 3.9 8 13.08 +1.57 .1253 58.01 17.46 FootLocker FL 6.7 5 23.83 +0.79 .40 22.50 8.00 GoldmanSachsBDC GSBD 11.8 17 15.30 +0.43 .45 3.72 1.08 HillIntl HIL ... 9 2.14 +0.36 ...
40.00 2.65 CrestwoodEquity CEQP 27.3 3 9.16 +0.16 .625 20.92 4.90 Embraer ERJ ... dd 5.81 –0.01 ... 10.56 3.96 FordMotor F .0 dd 4.92 +0.05 .15 250.46 130.85 GoldmanSachs GS 2.8 10 177.10 +0.10 1.25 117.50 72.29 Hill-Rom HRC .9 46 102.25 –10.77 .22
9.75 1.96 CrestwoodEqUn CEQP.PR 13.4 ... 6.29 +0.79 .2111 13.66 1.58 EmeraldHldg EEX .0 dd 2.23 +0.37 .075 23.11 9.43 Forestar FOR ... 13 13.00 +1.24 ... 39.60 21.49 Gorman-Rupp GRC 2.0 22 28.48 +0.90 .145 41.88 13.61 Hillenbrand HI 4.3 14 19.98 +1.69 .2125
13.10 4.01 CrossTimbers CRT 16.5 7 5.88 –0.19 .0859 83.01 39.11 EmergentBiosol EBS ... 61 78.70 +5.40 ... 44.72 28.59 Fortis FTS 3.8 13 37.55 –0.46 .3593 79.71 26.75 GraceWR GRA 2.6 21 45.91 +4.58 .30 26.28 11.05 Hilltop HTH 2.0 7 17.80 +1.37 .09
19.79 6.81 CrossAmerPtrs CAPL 14.4 29 14.62 +3.46 .525 78.38 37.75 EmersonElec EMR 3.7 15 53.79 –0.03 .50 86.66 37.31 Fortive FTV .5 31 60.75 +0.41 .07 56.99 38.43 Graco GGG 1.6 23 44.78 +0.16 .175 36.56 8.28 HiltonGrandVac HGV ... 10 19.00 +0.19 ...
168.75 114.18 CrownCastle CCI 3.1 82 156.41 –5.20 1.20 15.96 6.92 EmpireStateRealty ESRT 5.2 31 8.13 +0.35 .105 21.73 3.69 FortressTransport FTAI 12.0 4 11.04 +0.57 .33 10.49 9.87 GrafIndustrial GRAF ... dd 10.23 –0.05 ... 115.48 44.30 Hilton HLT .0 24 72.03 +0.66 .15
80.57 42.97 CrownHoldings CCK ... 17 62.52 +3.30 ... 45.23 26.68 EmployersHldgs EIG 3.4 14 29.55 +0.80 .25 10.08 10.03 FortressValueAcqn FVAC.UT ... ... 10.05 +0.05 ... 11.55 10.07 GrafIndustrial GRAF.UT ... ... 10.51 +0.12 ... 19.76 4.67 HoeghLNG Ptrs HMLP 15.8 9 11.14 +0.36 .44
33.00 12.63 CryoLife CRY ... cc 22.17 +1.12 ... 21.92 2.54 EmpresaDisCom EDN ... 0 2.93 +0.10 ... 4.59 1.47 FortunaSilver FSM ... 21 3.13 +0.42 ... 0.59 0.05 GrafIndlWt GRAF.WT ... ... .37 +0.12 ... 30.61 6.57 HollyEnergy HEP 9.7 7 14.46 +1.52 .35
36.32 19.61 CubeSmart CUBE 5.3 28 24.72 –0.56 .33 14.48 1.61 EnableMidstream ENBL 31.7 5 4.17 +0.44 .3305 73.28 33.90 FortBrandsHome FBHS 1.9 16 51.50 +7.78 .24 14.84 5.71 GrafTechIntl EAF 4.3 3 7.97 +0.59 .085 58.88 18.48 HollyFrontier HFC 4.6 7 30.32 +1.76 .35
75.20 30.86 Cubic CUB .7 31 37.92 +5.61 .135 43.15 22.57 Enbridge ENB ... 15 29.86 +0.65 ... 5.96 0.15 ForumEnergyTech FET ... dd .42 +0.08 ... 23.77 10.88 Graham GHM 3.6 dd 12.10 +0.20 .11 247.36 140.63 HomeDepot HD 2.7 21 218.57 +6.39 1.50
103.75 47.69 Cullen/Frost CFR 4.2 12 68.22 +5.71 .71 83.30 48.01 EncompassHealth EHC 1.7 19 64.98 –3.09 .28 22.14 7.99 FdnBuilding FBM ... 11 11.08 +1.11 ... 756.26 267.89 GrahamHoldings GHC 1.6 6 366.62 +19.48 1.45 29.44 19.38 HondaMotor HMC 3.8 9 22.94 +0.21 .251
21.08 5.87 Culp CULP 6.1 39 6.91 +0.13 .105 56.76 27.21 Endava DAVA ... cc 44.11 +4.00 ... 32.50 12.80 FourCornersProp FCPT 5.7 20 21.54 +1.91 .305 346.60 200.61 Grainger GWW 2.2 19 267.66 –1.95 1.44 184.06 101.08 Honeywell HON 2.6 16 137.25 +1.73 .90
186.73 101.03 Cummins CMI 3.3 12 157.43 +9.66 1.311 3.20 0.99 EndeavourSilver EXK ... dd 1.64 +0.09 ... 2.39 1.06 FourSeasonsEduc FEDU ... 67 1.42 +0.26 ... 3.90 1.34 GranayMontero GRAM ... dd 1.64 –0.11 ... 48.15 30.61 HoraceMannEdu HMN 3.5 8 34.07 –0.20 .30
149.90 70.56 CurtissWright CW .7 14 99.11 +4.63 .17 11.21 5.22 EnelAmericas ENIA 4.9 15 7.89 +0.18 .081 138.56 69.92 Franco-Nevada FNV .7 75 137.85 +1.60 .25 48.80 8.90 GraniteConstr GVA 3.4 dd 15.46 –0.18 .13 5.79 1.20 HorizonGlobal HZN ... dd 1.85 +0.18 ...
20.80 6.84 Cushman&Wkfd CWK ... ... 11.41 +0.61 ... 5.11 2.95 EnelChile ENIC 4.4 13 3.86 +0.35 .189 6.53 1.66 Frank'sIntl FI ... dd 2.26 +0.13 ... 19.39 1.74 GranitePointMtg GPMT .0 4 4.63 +0.57 .42 51.53 37.00 HormelFoods HRL 2.0 26 46.60 –0.01 .2325
25.72 8.59 CustomersBancorp CUBI ... 6 11.91 +1.22 ... 53.84 26.60 Energizer ENR 3.2 cc 37.94 +2.23 .30 41.85 12.61 FranklinCovey FC ... 64 19.71 +0.97 ... 56.68 28.12 GraniteREIT GRP.UT 4.7 8 44.47 –0.25 .1728 62.54 25.51 DR Horton DHI 1.5 9 46.54 +5.60 .175
M14 BARRON’S May 4, 2020

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.
19.91 7.86 HostHotels HST 7.0 9 11.44 +0.34 .20 23.50 10.98 KennedyWilson KW 6.4 9 13.67 +0.86 .22 225.62 130.12 MSG Sports MSGS ... dd 167.55 –6.53 ... 77.55 33.44 Neenah NP 4.0 14 47.18 +2.84 .47 114.78 71.05 PackagingCpAm PKG 3.3 14 94.75 +8.76 .79
62.24 41.80 HoulihanLokey HLI 2.2 22 57.55 +2.73 .31 23.05 10.56 KenonHoldings KEN 15.7 dd 19.53 +3.53 1.21 67.75 22.02 MagellanMid MMP 9.9 9 41.21 +0.66 1.0275 69.97 36.70 Nelnet NNI 1.7 13 46.79 +1.27 .20 59.82 12.33 PagerDuty PD ... dd 20.73 –0.73 ...
32.90 5.12 Hovnanian HOV ... dd 11.70 +2.07 ... 32.00 18.98 KeurigDrPepper KDP 2.3 31 25.90 –0.39 .15 57.09 22.75 MagnaIntl MGA 4.3 7 37.03 +1.84 .40 9.99 3.26 NeoPhotonics NPTN ... cc 8.68 –0.10 ... 53.43 13.58 PagSeguroDig PAGS ... 24 25.56 +4.92 ...
135.42 35.10 HowardHughes HHC ... 30 52.00 +1.91 ... 20.53 7.45 KeyCorp KEY 6.7 8 11.07 +0.17 .185 16.06 6.30 MagnaChipSem MX ... dd 10.74 –0.77 ... 10.33 1.38 Nesco NSCO ... dd 2.34 –0.16 ... 251.11 125.47 PaloAltoNtwks PANW ... dd 194.68 +1.23 ...
27.87 9.25 HowmetAerospace HWM .0 12 12.54 +1.73 .0163 110.00 71.03 KeysightTechs KEYS ... 27 93.84 –3.70 ... 13.29 3.23 MagnoliaOil MGY ... 29 5.82 +0.67 ... 1.70 0.10 NescoWt NSCO.WT ... ... .13 +0.01 ... 36.41 8.72 PampaEnergia PAM ... 1 9.38 –0.22 ...
16.82 7.27 Huami HMI ... 10 12.38 +0.02 ... 88.99 45.96 KilroyRealty KRC 3.2 32 60.13 –1.68 .485 45.10 14.11 MainStreetCap MAIN 9.9 12 24.91 +0.55 .205 148.05 54.00 Nevro NVRO ... dd 111.48 –8.09 ... 15.29 3.02 PanhandleOil&Gas PHX 4.0 dd 4.00 +0.59 .04
25.84 11.69 HuanengPower HNP 3.5 22 14.62 +0.30 .5964 18.60 3.51 KimbellRoyalty KRP 18.8 dd 7.25 +0.88 .17 17.40 1.00 Mallinckrodt MNK ... dd 3.33 –0.23 ... 10.83 7.00 NewFrontierHlth NFH ... dd 8.10 +0.15 ... 25.69 5.72 ParPacific PARR ... 13 9.45 +3.12 ...
155.00 85.62 Hubbell HUBB 3.0 17 122.08 +2.65 .91 149.23 110.66 KimberlyClark KMB 3.1 20 136.78 –4.88 1.07 20.48 12.06 ManchesterUnited MANU 1.1 95 16.02 +0.53 .09 1.95 0.55 NewFrontierWt NFH.WT ... ... 1.35 +0.17 ... 35.10 9.64 ParTechnology PAR ... dd 18.10 +2.14 ...
207.98 90.84 HubSpot HUBS ... dd 160.56 +15.21 ... 21.86 7.45 KimcoRealty KIM 10.6 13 10.60 +2.00 .28 18.56 7.34 Manitowoc MTW ... 7 8.60 +0.95 ... 6.00 0.94 NewHome NWHM ... dd 2.12 +0.26 ... 15.11 6.42 ParamountGroup PGRE 4.5 dd 8.95 +0.59 .10
6.67 1.23 HudbayMinerals HBM .6 dd 2.35 –0.04 .0075 22.58 9.42 KinderMorgan KMI 7.2 25 14.56 –0.06 .2625 3.94 0.99 Manning&Napier MN .0 49 3.35 +0.15 .02 51.20 21.14 NewJerseyRscs NJR 3.7 18 33.41 +0.62 .3125 19.29 9.14 ParkAerospace PKE 3.0 31 13.31 –0.49 .10
16.95 2.26 Hudson HUD ... 63 5.48 +1.42 ... 2.95 1.26 KingswayFin KFS ... dd 1.71 +0.16 ... 100.99 49.57 Manpower MAN 3.1 10 70.40 +1.65 1.09 14.45 4.62 NewMountainFin NMFC 18.4 6 7.40 +0.25 .34 33.02 3.99 ParkHotels PK 20.8 6 8.64 +1.23 .45
38.81 16.14 HudsonPacProp HPP 4.3 88 23.46 +1.30 .25 7.25 2.72 KinrossGold KGC ... 12 6.84 –0.25 ... 21.23 8.62 ManulifeFin MFC 6.4 6 11.98 +0.62 .1892 142.38 80.18 NewOrientalEduc EDU ... 47 120.11 +9.96 ... 215.94 93.00 ParkerHannifin PH 2.3 15 153.08 +18.13 .88
392.58 208.25 Humana HUM .7 19 372.24 +3.15 .625 92.30 32.76 Kirby KEX ... 21 49.55 +0.51 ... 16.02 3.02 MarathonOil MRO 3.6 9 5.50 +0.57 .05 108.91 33.49 NewRelic NEWR ... dd 50.28 –1.48 ... 21.16 3.92 ParsleyEnergy PE 1.7 14 8.84 +0.52 .05
3.55 0.86 HuntCosFin HCFT 16.1 17 1.86 ... .075 51.08 18.02 KirklandLakeGold KL 1.2 16 41.88 –0.99 .06 69.65 15.26 MarathonPetrol MPC 7.9 7 29.24 +3.48 .58 17.66 2.91 NewResidInvt NRZ 3.4 4 5.85 +0.63 .05 45.40 24.67 Parsons PSN ... 29 35.84 +0.42 ...
279.71 147.14 HuntingIngalls HII 2.2 14 185.67 +1.17 1.03 19.77 6.87 KiteRealty KRG 13.2 dd 9.65 +2.05 .3175 43.22 21.90 Marcus&Millichap MMI ... 14 27.08 –0.55 ... 8.35 1.72 NewSeniorInvt SNR 15.9 dd 3.28 +0.59 .13 8.53 0.26 PartyCity PRTY ... dd .63 +0.25 ...
24.90 12.23 Huntsman HUN 4.1 7 16.00 +0.21 .1625 40.46 27.03 Knight-Swift KNX .8 23 37.92 +2.04 .08 39.13 6.95 Marcus MCS .0 10 13.85 +0.70 .17 13.79 8.19 NY CmntyBcp NYCB 6.3 14 10.71 +0.92 .17 342.00 163.42 PaycomSoftware PAYC ... 72 241.66 +29.86 ...
94.98 24.02 HyattHotels H 1.6 7 51.53 –1.10 .20 28.30 7.74 Knoll KNL 1.5 9 10.96 +1.35 .04 18.43 6.77 MarineProducts MPX 3.5 12 9.08 +0.32 .08 40.22 26.13 NYTimes A NYT .7 39 32.45 +1.85 .06 29.61 2.51 PeabodyEnergy BTU .0 dd 3.23 +0.57 .145
65.41 32.77 HysterYaleMatls HY 3.5 17 36.36 +1.51 .3175 20.97 8.67 KnotOffshore KNOP 15.0 8 13.90 +0.61 .52 23.15 7.25 MarineMax HZO ... 8 13.69 –0.14 ... 505.16 304.65 NewMarket NEU 1.9 17 410.52 –1.74 1.90 11.51 5.20 Pearson PSO 4.3 13 5.77 +0.33 .073
22.79 11.10 Knowles KN ... 29 15.29 +0.40 ... 1347.64 710.52 Markel MKL ... dd 834.08 –45.46 ... 64.65 29.77 Newmont NEM 1.6 18 60.99 –2.12 .25 33.52 5.39 PebblebrookHotel PEB .4 18 11.11 +0.56 .01
I 70.66
50.78
10.89
30.50
Kohl's KSS 16.0 4 17.64 +1.84 .704
KoninklijkePhil PHG 1.9 27 42.85 –0.35 .9612
131.27
119.88
30.10
74.33
MarriottVacations
Marsh&McLen
VAC
MMC
2.8
1.9
25
28
76.79
97.10
+2.26
+3.81
.54
.455
8.08
10.98
0.65
2.57
NewparkResources
NexaResources NEXA
NR ...
9.4
dd
dd
1.23
4.01
+0.22
+0.52
...
.3775
40.65
1.35
10.58
0.20
PembinaPipeline
PenneyJC
PBA
JCP
8.2
...
11
dd
21.98
.24
+1.77
...
.1506
...
43.24 12.91 KontoorBrands KTB 11.4 12 19.61 +0.03 .56 281.82 135.08 MartinMarietta MLM 1.2 19 186.59 +9.24 .55 19.50 6.34 NexPointRealEst NREF 7.8 ... 11.25 +0.45 .2198 7.93 0.80 PA Reit PEI 77.8 dd 1.08 +0.24 .21
51.74 21.79 IAA IAA ... 26 37.11 +1.13 ... 44.75 8.25 Koppers KOP ... 4 13.71 +2.52 ... 50.06 27.04 Masco MAS 1.3 11 40.04 –0.01 .135 52.87 21.06 NexPointResidentl NXRT 4.3 7 28.98 +2.28 .3125 39.57 13.14 PennyMacFin PFSI ... 6 28.34 +1.30 ...
15.42 6.86 ICICI Bank IBN .3 23 9.36 +0.64 .0282 12.30 6.28 KoreaElcPwr KEP ... dd 9.17 +0.04 ... 89.21 34.88 MasoniteIntl DOOR ... 32 56.74 +10.44 ... 283.35 174.80 NextEraEnergy NEE 2.5 31 227.05 –12.65 1.40 23.79 3.50 PennyMacMtg PMT 10.1 4 9.86 –0.39 .25
114.01 69.05 IDACORP IDA 3.0 19 88.47 –3.71 .67 48.81 21.45 KornFerry KFY 1.4 10 28.02 +1.15 .10 73.71 22.51 MasTec MTZ ... 7 37.13 +3.90 ... 56.74 35.40 NextEraEnergyUn NEE.PRO 5.0 ... 47.05 –1.74 .609 53.81 19.99 PenskeAuto PAG 4.7 6 34.14 +2.87 .42
11.84 4.81 IDT IDT ... cc 5.41 –0.08 ... 7.55 0.50 KosmosEnergy KOS 12.4 dd 1.46 +0.28 .0452 347.25 199.99 Mastercard MA .6 34 268.74 +9.98 .40 50.00 33.92 NextEraEnergyUn NEE.PRP 6.6 ... 42.00 –1.89 .6599 47.43 22.01 Pentair PNR 2.3 15 33.43 +1.76 .19
81.65 44.81 IHS Markit INFO 1.0 30 65.30 –0.30 .17 35.00 4.45 Kraton KRA ... 2 13.90 +4.09 ... 21.19 1.11 MatadorRscs MTDR ... 9 6.49 +2.08 ... 61.87 29.01 NextEraEnergy NEP 4.3 dd 49.42 +1.22 .555 194.93 121.80 Penumbra PEN ... cc 170.62 –19.40 ...
12.63 4.52 ING Groep ING 11.8 4 5.22 +0.19 .2687 36.84 20.70 Kroger KR 2.0 16 31.96 –1.00 .16 71.97 26.15 Materion MTRN .9 34 49.69 +0.15 .11 10.80 1.00 NexTierOilfield NEX ... dd 2.32 +0.32 ... 54.49 7.41 PerformanceFood PFGC ... 16 26.91 +1.84 ...
21.93 7.20 Invesco IVZ 7.8 8 7.99 +0.19 .155 16.00 6.81 KronosWorldwide KRO 7.8 12 9.21 –0.01 .18 42.16 26.00 Matson MATX 3.0 15 29.41 +0.88 .22 24.76 11.62 NielsenHoldings NLSN 1.7 dd 13.96 +1.49 .06 102.46 62.91 PerkinElmer PKI .3 44 89.09 +1.54 .07
11.54 1.13 IONGeophysical IO ... dd 1.68 +0.13 ... 13.62 8.50 MauiLand MLP ... dd 10.49 +0.01 ... 105.62 60.00 Nike NKE 1.1 32 85.54 –2.83 .245 6.70 2.38 PermianBasin PBT 15.2 7 3.02 +0.05 .023
169.14 81.79 IQVIA IQV ... cc 136.52 +7.66 ...
L 21.45 5.54 MaxarTech MAXR .4 6 11.39 +1.32 .01 22.71 0.38 NineEnergy NINE ... dd 1.21 +0.33 ... 3.29 0.67 PermianvilleRT PVL 23.6 4 1.26 +0.08 .029
10.74 2.77 IRSA IRS ... dd 2.92 +0.07 ... 82.02 46.42 Maximus MMS 1.7 18 66.02 +1.26 .28 30.67 19.56 NiSource NI 3.4 28 24.47 –1.56 .21 9.35 1.00 PermRock PRT 33.7 3 1.94 –0.08 .015
75.56 35.41 ITT ITT 1.3 14 50.36 +0.89 .169 26.21 7.79 MaxLinear MXL ... dd 15.71 –0.47 ... 53.78 20.42 NoahHoldings NOAH ... 13 26.01 +0.39 ... 63.86 40.01 Perrigo PRGO 1.7 38 52.68 +1.25 .225
4.17 1.44 IamGold IAG ... dd 3.63 +0.07 ... 11.15 2.01 LAIX LAIX ... dd 3.39 +0.24 ... 17.40 3.89 MayvilleEngg MEC ... dd 5.10 –0.30 ... 2.78 0.18 Noble NE ... dd .25 –0.02 ... 29.88 14.03 Perspecta PRSP 1.1 36 21.07 +0.48 .06
178.14 104.56 IDEX IEX 1.3 28 151.29 –1.43 .50 12.16 1.75 LatamAirlines LTM 1.2 11 3.37 –0.11 .0885 174.58 112.23 McCormick MKC 1.6 30 154.42 +0.16 .62 5.77 2.34 Nokia NOK 4.8 ... 3.60 +0.21 .0558 63.25 27.74 PetroChina PTR 4.9 9 34.35 –0.75 .4059
190.85 115.94 IllinoisToolWks ITW 2.7 21 159.45 +1.22 1.07 28.02 8.00 L Brands LB .0 dd 12.00 +1.69 .30 174.09 113.12 McCormickVtg MKC.V 1.6 31 159.99 +9.10 .62 23.06 14.08 NomadFoods NOMD ... 24 21.17 +0.25 ... 16.95 4.01 PetroleoBrasil PBR 2.9 4 6.57 +0.91 .0931
25.54 6.01 Imax IMAX ... dd 11.61 +0.97 ... 116.51 55.29 LCI Inds LCII 3.1 14 83.41 +3.27 .65 221.93 124.23 McDonalds MCD 2.7 24 182.66 –1.36 1.25 5.41 3.05 NomuraHoldings NMR 3.5 6 4.11 +0.18 .137 15.67 4.16 PetroleoBrasilA PBR.A 5.9 4 6.32 +0.69 .098
58.40 1.08 IndependenceContr ICD ... dd 7.17 –0.25 ... 8.34 3.64 LG Display LPL ... dd 4.27 –0.03 ... 2.14 0.53 McEwenMining MUX ... dd .96 –0.09 ... 33.70 8.92 Norbord OSB 5.7 dd 15.64 +2.79 .1497 44.56 27.88 Pfizer PFE 4.0 13 37.64 +0.26 .38
43.60 22.00 Independence IHC 1.6 34 27.76 +2.42 .22 10.00 8.55 LGLS ysAcqn DFNS ... ... 9.75 +0.05 ... 172.18 112.60 McKesson MCK 1.2 dd 134.70 –5.24 .41 9.00 1.66 NordicAmTankers NAT 3.9 dd 6.12 +0.27 .14 90.17 56.01 PhilipMorris PM 6.4 15 73.28 –0.39 1.17
16.85 6.86 IndepRealty IRT 7.3 20 9.86 +0.60 .18 10.71 9.51 LGL Systems Un DFNS.UT ... ... 10.05 ... ... 3.43 1.28 Mechel MTL ... 12 1.57 –0.21 ... 43.37 12.27 Nordstrom JWN .0 6 17.66 –0.18 .37 119.92 40.04 Phillips66 PSX 5.4 10 66.36 +5.83 .90
57.00 28.04 IndustrsBachoco IBA 2.5 9 34.77 +3.00 .439 0.50 0.44 LGLSysAcqnWt DFNS.WT ... ... .48 –0.02 ... 44.72 16.04 Medallia MDLA ... dd 20.37 –1.27 ... 219.88 112.62 NorfolkSouthern NSC 2.2 19 170.73 +10.05 .94 65.22 19.00 Phillips66Ptrs PSXP 8.3 10 41.56 –1.67 .875
12.08 6.76 Infosys INFY 2.7 17 9.06 +0.30 .1125 51.97 27.04 Line LN ... dd 49.53 +0.42 ... 24.29 12.35 MedicalProp MPW 6.5 21 16.67 +0.80 .27 13.17 4.11 NorthAmConstr NOA 2.6 5 4.68 –0.02 .0299 4.38 1.15 PhoenixNewMedia FENG .0 1 1.39 +0.06 1.3712
38.96 17.01 IngersollRand IR ... 37 28.13 +0.31 ... 6.76 1.18 LSB Inds LXU ... dd 1.99 +0.34 ... 154.08 49.03 Medifast MED 6.2 11 73.30 +4.18 1.13 7.75 2.19 NoEuroOil NRT 17.0 6 4.00 +1.00 .08 13.90 5.42 PhoenixTree DNK ... dd 6.50 –0.47 ...
108.20 24.92 Ingevity NGVT ... 10 47.88 +8.91 ... 53.04 24.49 LTC Properties LTC 6.8 17 33.58 +1.62 .19 3.34 0.35 MedleyCapital MCC ... dd .61 +0.01 ... 385.01 263.31 NorthropGrum NOC 1.6 25 328.06 –11.25 1.32 34.85 16.01 Phreesia PHR ... dd 25.20 +1.53 ...
99.51 59.11 Ingredion INGR 3.2 13 79.84 –0.73 .63 230.99 142.01 L3HarrisTech LHX 1.8 24 189.46 –0.39 .85 3.65 0.28 MedleyMgmt MDLY ... dd .47 +0.01 ... 77.26 50.50 NorthwestNat NWN 3.1 30 62.19 –1.44 .4775 20.78 11.01 PhysiciansRealty DOC 6.3 37 14.56 +0.08 .23
139.53 40.21 InnovativeIndProp IIPR 4.5 38 75.13 +0.99 1.00 37.48 15.61 La-Z-Boy LZB 2.5 14 22.46 +1.39 .14 29.97 7.37 Mednax MD ... dd 13.68 +1.45 ... 80.52 45.06 Northwestern NWE 4.3 16 56.07 –0.73 .60 24.78 13.59 PiedmontOfficeA PDM 5.0 11 16.75 +0.75 .21
102.10 39.34 Inphi IPHI ... dd 92.64 –6.11 ... 196.36 98.02 LabCpAm LH ... 49 159.03 –4.69 ... 122.15 72.13 Medtronic MDT 2.3 24 95.14 –4.16 .54 59.78 7.03 NorwegCruise NCLH ... 3 13.84 +2.98 ... 29.80 12.02 PingIdentity PING ... dd 23.16 –1.77 ...
144.92 22.59 Insperity NSP 3.4 13 47.08 +6.70 .40 18.97 2.65 LadderCapital LADR 17.6 7 7.73 +0.83 .34 10.68 9.87 MegalithFinAcqn MFAC ... 92 10.31 –0.02 ... 99.84 69.18 Novartis NVS 2.4 16 83.41 –5.64 3.0874 105.51 60.05 PinnacleWest PNW 4.2 16 74.12 –3.02 .7825
95.00 40.53 InspireMedical INSP ... dd 68.07 –4.29 ... 96.32 39.06 LambWeston LW 1.6 18 58.35 +0.57 .23 0.58 0.10 MegalithFinWt MFAC.WT ... ... .23 +0.05 ... 65.88 46.47 NovoNordisk NVO 1.4 26 63.43 –1.48 .4452 36.83 10.10 Pinterest PINS ... dd 19.75 –0.87 ...
80.25 29.02 InstalledBldg IBP ... 20 46.66 +6.34 ... 15.52 5.16 Lannett LCI ... dd 9.38 +0.27 ... 92.64 65.25 Merck MRK 3.1 20 77.67 –3.76 .61 61.92 12.31 NuSkinEnts NUS 5.5 9 27.27 +0.95 .375 159.01 48.62 PioneerNatRscs PXD 2.7 18 82.92 +5.47 .55
99.95 46.01 IntegerHoldings ITGR ... 26 71.97 +2.81 ... 3.66 0.33 LaredoPetrol LPI ... dd .97 +0.19 ... 65.22 33.45 MercuryGeneral MCY 6.4 7 39.68 –0.89 .63 58.70 27.53 Nucor NUE 3.9 16 41.00 +3.13 .4025 87.45 31.95 PiperSandler PIPR 2.9 10 52.47 +4.35 .75
27.29 0.90 Intelsat I ... dd 1.29 +0.14 ... 74.29 33.30 LasVegasSands LVS .0 17 45.61 +1.83 .79 60.85 10.55 Meredith MDP .0 dd 13.02 +1.55 .595 30.06 4.98 NuSTAREnergy NS 21.6 dd 11.10 +1.01 .60 5.90 1.67 PitneyBowes PBI 5.8 57 3.44 +1.11 .05
101.93 63.51 ICE ICE 1.4 24 88.67 –0.25 .30 44.95 20.94 Lazard LAZ 7.4 10 25.31 +1.19 .47 55.34 23.85 Nutrien NTR 5.2 20 34.68 +0.11 .45 0.40
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

76.83 25.24 MeritageHomes MTH ... 7 51.95 +9.35 ... 1.08 PivotalInvCorp.IIWt PIC.WT ... ... .50 ... ...
71.02 25.39 InterContinentl IHG .9 21 43.99 +2.08 .399 8.39 1.03 Leaf LEAF ... dd 1.39 +0.34 ... 27.18 10.91 Meritor MTOR ... 4 19.24 +3.03 ... 28.75 10.54 nVentElectric NVT 4.0 16 17.38 –0.18 .175 10.35 9.38 PivotalInvtII PIC.UT ... ... 10.10 ... ...
47.46 22.14 IntercorpFinSvcs IFS 7.1 6 24.63 –1.54 1.75 146.61 63.20 Lear LEA .0 7 92.54 +4.04 .77 14.77 3.88 MesaRoyalty MTR 12.5 6 5.53 +0.52 .0507 10.08 9.50 PivotalInvII PIC ... ... 9.94 –0.02 ...
1.63
158.75
152.95
90.56
92.14
IBM
IntlFlavors
IBM
IFF
5.3
2.4
12
32
121.87
126.63
–2.85
+0.14 .75
3.21
11.13
0.74
9.50
LeeEnterprises
LegacyAcqn
LEE
LGC
...
... cc
5 .87
10.39
+0.09
–0.03
...
...
31.50
41.70
9.76
21.76
MesabiTrust
MethodeElec
MSB
MEI
17.1
1.5
6
9
13.65
28.53
+0.74
+0.50
.56
.11
O 25.26
25.69
3.00
3.04
PlainsAllAmPipe
PlainsGP
PAA
PAGP
8.7
8.4
3
4
8.26
8.53
+0.63
+0.56
.18
.18
56.11 31.38 IntlFlavorsUn IFFT 6.5 ... 45.84 –0.19 .75 11.68 10.25 LegacyAcqnUn LGC.UT ... ... 10.99 +0.37 ... 53.28 22.85 MetLife MET 5.3 6 34.68 +1.38 .46 24.95 8.63 OFGBancorp OFG 2.4 13 11.80 +0.05 .07 88.77 23.77 PlanetFitness PLNT ... 41 57.62 –0.28 ...
16.25 3.59 IntlGameTech IGT 11.3 dd 7.10 +0.26 .20 0.60 0.16 LegacyAcqnWt LGC.WT ... ... .38 +0.02 ... 8 dd
20 51.09 15.52 MetropolitanBk MCB ... 24.52 +0.52 ... 46.43 23.01 OGE Energy OGE 5.1 14 30.31 –0.96 .3875 53.92 4.60 Plantronics PLT .0 14.11 +1.61 .15
47.64 26.38 IntlPaper IP 6.0 33.91 +2.78 .5125 50.70 33.03 LeggMason LM 3.2 18 49.86 +0.37 .40 31 dd
dd 873.51 579.40 MettlerToledo MTD ... 689.16 –24.22 ... 18.36 4.31 O-I Glass OI .0 dd 8.15 +1.75 .05 23.62 0.70 PlayAGS AGS ... 4.11 +0.99 ...
31.39 14.89 IntlSeaways INSW 1.0 23.93 –2.19 .06 55.42 22.03 Leggett&Platt LEG 4.7 14 33.75 +3.87 .40 dd dd
... 27.25 3.42 MicroFocus MFGP 9.9 5.60 +0.86 .5833 96.97 63.67 ONE Gas OGS 2.7 23 78.65 –8.40 .54 21.50 7.79 PlymouthIndREIT PLYM 11.1 13.57 +1.42 .375
10.27 9.30 InterPrivate IPV.U ... 10.10 +0.05 ... 125.84 68.00 Leidos LDOS 1.4 21 97.89 –4.06 .34 36 15
... 148.88 82.00 MidAmApt MAA 3.6 109.63 +3.20 1.00 78.48 12.16 ONEOK OKE 13.4 15 27.94 +0.28 .935 104.37 37.35 Polaris PII 3.8 65.64 +2.31 .62
0.74 0.55 InterPrivateWt IPV.WT ... .60 –0.03 ... 2.69 1.03 LejuHoldings LEJU ... 30 1.83 –0.02 ... 9 14
25.20 11.63 Interpublic IPG 6.2 10 16.43 +1.69 .255 38.18 25.25 MillerIndustries MLR 2.5 29.28 +1.67 .18 10.66 9.80 OaktreeAcqn OAC.UT ... ... 10.40 –0.04 ... 37.33 8.69 PolyOne POL 3.6 22.26 +1.01 .2025
3.87 0.60 IntrepidPotash IPI ... 10 1.00 +0.13 ...
18.85 6.45 LendingClub LC ... dd 7.26 +0.62 ... 63.08 27.28 MineralsTechs MTX .5 11 42.40 +2.85 .05 10.19 9.40 OaktreeAcqn OAC ... ... 9.98 +0.01 ... 63.08 37.83 PortlandGenElec POR 3.5 18 44.61 –1.80 .385
71.38 25.42 Lennar A LEN 1.0 8 49.46 +6.58 .125 16.95 2.77 MistrasGroup MG ... 21 4.42 +0.77 ... ... 112.89 68.97 PostHoldings POST ... 66 88.79 –2.92 ...
11.63 3.90 Invacare IVC .7 dd 7.14 –0.19 .0125 1.95 0.60 OaktreeAcqnWt OAC.WT ... 1.15 +0.02 ...
18.30 1.82 InvescoMtg IVR .0 1 2.85 +0.19 .50
56.32 18.87 Lennar B LEN.B 1.3 6 37.62 +4.92 .125 5.54 3.32 MitsubishiUFJ MUFG 4.6 9 3.88 +0.03 .1147 60.73 9.00 OccidentalPetrol OXY 2.9 dd 15.24 +1.43 .79 19.08 10.84 PostalRealty PSTL 3.2 dd 15.69 –0.08 .20
298.49 163.40 LennoxIntl LII 1.7 20 183.33 +6.82 .77 17.84 6.64 MiXTelematics MIXT 2.3 11 8.75 +0.05 .0677 21.29 2.01 OceaneeringIntl OII ... dd 4.16 –0.30 ... 2.32 0.27 PrecisionDrilling PDS ... dd .50 +0.12 ...
85.24 43.58 InvRlEst IRET 4.7 10 59.73 +4.24 .70 10.79 9.22 LeoHoldings LHC ... dd 10.30 –0.02 ...
28.75 7.42 Invitae NVTA ... dd 15.40 –1.04 ... 3.20 1.96 MizuhoFin MFG ... 34 2.30 +0.01 ... 2.23 0.28 OcwenFinancial OCN ... dd .41 +0.02 ... 16.93 5.27 PrefApartment APTS 14.7 dd 7.14 +0.40 .2625
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

1.65 0.16 LeoHldgsWt LHC.WT ... ... .65 +0.06 ... 11.00 6.20 MobileTeleSys MBT 8.8 9 8.25 +0.05 .3457 2.23 0.35 Oi OIBR.C ... dd .50 +0.02 ... 46.12 27.40 PrestigeCnsHlth PBH ... dd 40.05 +0.06 ...
32.70 15.64 InvitatHomes INVH 2.6 cc 22.87 +1.09 .15 23.74 9.09 LeviStrauss LEVI 3.3 13 12.54 –0.06 .08
34.49 21.00 IronMountain IRM 10.5 25 23.60 +0.07 .6185 35.84 15.00 ModelN MODN ... dd 28.05 +2.39 ... 38.80 27.51 OilDriAmerica ODC 2.7 16 37.52 +2.40 .25 13.83 4.05 PretiumResources PVG ... 38 8.46 +0.16 ...
5.54 2.68 IsraelChemicals ICL 5.4 9 3.42 –0.16 .018
11.82 7.86 LexingtonRealty LXP 4.2 9 10.06 –0.08 .105 15.28 2.84 ModineMfg MOD ... 20 4.23 +0.20 ... 19.71 1.52 OilStatesIntl OIS ... dd 3.19 +0.33 ... 138.05 61.20 Primerica PRI 1.6 12 100.03 +3.97 .40
17.50 5.48 iStar STAR 4.1 3 9.67 +1.94 .10
17.07 2.17 LibertyOilfield LBRT .0 29 4.29 +0.71 .05 41.27 22.11 Moelis MC 3.5 14 28.90 +2.39 .255 24.10 11.88 OldRepublic ORI 5.5 cc 15.29 +0.19 .21 16.00 6.33 PrimoWater PRMW 2.4 cc 10.06 +0.33 .06
119.61 67.31 LifeStorage LSI 5.0 16 86.21 –2.06 1.07 156.60 56.62 MohawkInds MHK ... 8 83.38 +4.42 ... 22.91 8.76 Olin OLN 6.5 dd 12.25 –2.14 .20 42.03 18.00 ProAssurance PRA 6.2 cc 20.12 +0.21 .31
13.68 3.20 ItauCorpBanca ITCB ... cc 3.93 –0.04 ... 1.58 0.58 LightInTheBox LITB ... dd .80 +0.02 ...
10.01 3.59 ItauUnibanco ITUB 3.3 6 4.05 +0.39 .003 175.00 102.85 MolinaHealthcare MOH ... 15 173.25 +4.97 ... 45.22 13.33 OmegaHealthcare OHI 9.9 18 27.08 +0.26 .67 128.09 94.34 Procter&Gamble PG 2.7 66 116.82 –1.96 .7907
164.90 101.36 EliLilly LLY 1.9 25 153.63 –9.30 .74 80.00 42.00 MolsonCoorsA TAP.A 3.6 dd 63.53 ... .57 85.05 46.37 Omnicom OMC 4.7 9 55.89 +3.86 .65 84.96 62.18 Progressive PGR .5 13 76.18 –6.69 .10
67.52 16.11 LincolnNational LNC 4.9 7 32.48 +2.27 .40 61.94 34.01 MolsonCoorsB TAP 5.9 dd 38.92 –4.11 .57 99.79 59.82 Prologis PLD 2.7 33 86.85 –2.19 .58
J 227.85
111.76
146.71
71.86
Linde
Lindsay
LIN
LNN
2.1
1.5
43
52
180.33
86.92
–1.14
–4.96
.963
.32
15.53 8.42 MonmouthRealEst MNR 5.2 26 12.97 +0.63 .17
4.99
31.78
0.54
9.71
OnDeckCapital
OneLiberty
ONDK
OLP
...
11.3
dd
18
1.10
15.93
...
+1.96
...
.45 24.15 1.36 ProPetro PUMP ... 3 3.97 +0.29 ...
10.78 1.99 MontageRscs MR ... 9 6.66 +0.57 ... 16.60 9.02 OneConnectFinTech OCFT ... dd 9.95 +0.66 ... 21.00 7.26 ProSightGlobal PROS ... 9 7.97 +0.30 ...
12.01 3.03 J Alexander's JAX ... 8 4.96 +0.74 ... 9.60 2.93 Linx LINX .5 61 3.65 +0.03 .0184 287.25 164.19 Moody's MCO .9 30 241.84 –3.36 .56 48.92 12.21 OneMain OMF 5.9 4 22.49 +3.42 .33 75.22 42.02 ProsperityBcshs PB 3.1 12 58.53 +7.48 .46
42.36 21.88 JBG SMITH Prop JBGS 2.7 68 33.01 +1.27 .225 16.46 4.18 LionsGate A LGF.A ... dd 7.15 –0.01 ... 96.50 32.49 Moog A MOG.A .0 9 47.58 +0.33 .25 8.94 3.75 OneSmartIntl ONE ... 39 4.83 +1.08 ... 119.80 63.19 ProtoLabs PRLB ... 41 93.58 +9.32 ...
27.00 6.06 JELD-WEN JELD ... 19 12.23 +2.49 ... 15.51 3.87 LionsGate B LGF.B ... dd 6.67 –0.08 ... 95.95 33.58 Moog B MOG.B .0 9 51.42 +0.75 .25 42.50 20.32 OntoInnovation ONTO ... cc 30.52 –1.92 ... 26.78 9.05 ProvidentFinSvcs PFS 6.7 9 13.66 +0.33 .23
5.55 0.31 J.Jill JILL ... dd .42 +0.05 ... 165.27 55.74 LithiaMotors LAD 1.1 10 108.13 +3.76 .30 57.57 27.20 MorganStanley MS 3.6 8 38.40 +0.43 .35 15.84 7.45 Ooma OOMA ... dd 11.11 –1.04 ... 103.85 38.62 PrudentialFin PRU 7.4 6 59.54 +3.76 1.10
4.09 2.15 JMP JMP .0 dd 2.42 –0.22 .04 6.03 1.92 LithiumAmericas LAC ... 6 3.06 +0.03 ... 25.71 6.50 Mosaic MOS 1.8 dd 11.15 –0.18 .05 31.82 14.21 Oppenheimer A OPY 2.3 6 21.14 +1.84 .12 45.88 15.68 Prudential PUK 3.5 42 26.43 +0.82 .5194
141.10 76.91 JPMorganChase JPM 3.9 11 93.25 +2.54 .90 76.60 21.70 LiveNationEnt LYV ... dd 41.17 +2.93 ... 187.49 120.77 MotorolaSol MSI 1.8 28 138.83 –13.97 .64 60.50 39.71 Oracle ORCL 1.9 16 51.79 –1.22 .24 63.88 34.75 PublicServiceEnt PEG 4.0 15 49.41 –1.96 .49
44.20 17.63 Jabil JBL 1.2 31 26.58 +1.46 .08 12.29 3.95 Livent LTHM ... 17 5.74 +0.15 ... 37.01 8.12 Movado MOV .0 5 9.88 +0.69 .20 16.64 9.93 Orange ORAN 5.2 13 11.84 –0.35 .4505 266.76 155.37 PublicStorage PSA 4.3 25 184.36 –2.87 2.00
104.00 59.29 JacobsEngg J .9 dd 80.78 +0.78 .19 59.76 23.44 LiveRamp RAMP ... dd 36.73 +2.58 ... 34.11 16.78 MuellerIndustries MLI 1.6 12 25.40 +1.23 .10 6.94 1.53 OrchidIslandCap ORC 17.0 9 3.88 +0.17 .055 47.37 17.12 PulteGroup PHM 1.8 7 27.24 +1.60 .12
22.13 8.98 JamesHardie JHX 2.5 25 13.38 +1.76 .10 3.58 1.28 LloydsBanking LYG 3.7 9 1.52 +0.08 .0556 12.71 6.64 MuellerWater MWA 2.2 16 9.35 +0.55 .0525 21.87 5.93 OrionEngCarbons OEC 9.5 6 8.39 +0.67 .20 22.79 7.93 PureStorage PSTG ... dd 13.37 –0.65 ...
27.50 11.81 JanusHenderson JHG 8.2 47 17.54 +2.83 .36 442.53 266.11 LockheedMartin LMT 2.5 17 383.47 +1.70 2.40 28.43 4.50 MurphyOil MUR 4.8 1 10.37 +1.17 .125 5.99 1.53 OrionGroup ORN ... 13 2.26 +0.20 ... 11.58 3.62 Puxin NEW ... dd 5.58 +1.55 ...
24.03 11.20 JefferiesFin JEF 4.6 4 13.10 +0.93 .15 56.88 28.52 Loews L .8 10 31.62 –0.78 .0625 121.24 78.75 MurphyUSA MUSA ... 13 102.47 –7.48 ... 89.21 52.65 Orix IX 2.4 5 57.55 +2.72 1.8612 20.55 1.43 PyxusIntl PYX ... dd 2.48 –0.09 ...
21.98 8.83 JerniganCap JCAP 7.3 11 12.59 +0.73 .23 12.90 3.01 LomaNegra LOMA ... 6 3.48 +0.15 ... 19.55 6.91 MyersIndustries MYE 4.6 17 11.79 +0.93 .135 87.07 55.22 OrmatTech ORA .7 36 61.67 +2.32 .11 10.42 3.46 PzenaInvtMgmt PZN 2.6 16 4.65 +0.41 .03
5.24 0.60 JianpuTech JT ... dd .92 +0.12 ... 34.35 12.97 LouisianaPacific LPX 3.0 dd 19.51 +1.94 .145 19.58 4.14 MyovantSciences MYOV ... dd 11.15 –0.99 ... 95.62 46.72 Oshkosh OSK 1.9 9 63.65 +0.18 .30 8.17 0.26 QEP Resources QEP 8.7 1 .92 +0.38 .02
28.84 11.42 JinkoSolar JKS ... 6 14.80 –0.39 ... 126.73 60.00 Lowe's LOW 2.1 19 104.46 +5.71 .55 13.43 4.65 OsiskoGoldRoyal OR 1.5 dd 9.40 +0.16 .0377 68.80 42.64 QTS Realty QTS 3.0 dd 62.85 –0.92 .47
127.97
157.00
56.54
109.16
JohnBeanTech
J&J
JBT
JNJ
.6
2.7
17
23
71.92
148.29
–1.40
–6.57
.10
1.01
2.65
13.46
0.46
3.77
Luby's
LumberLiqu
LUB
LL
...
...
dd
21
.81
6.96
+0.02
+1.47
...
... N 10.50
10.33
9.40
9.11
OspreyTechUn
OspreyTechA
SFTW.UT
SFTW
...
...
...
...
10.10
9.80
+0.15
+0.05
...
...
93.90
43.16
47.17
25.04
Q2Holdings
Qiagen
QTWO
QGEN
...
...
dd
dd
78.07
41.67
+7.17
+0.39
...
...
44.82 22.78 JohnsonControls JCI 3.7 72 27.86 –0.05 .26 26.25 10.27 Luxfer LXFR 3.9 28 12.93 –0.91 .125 1.05 0.51 OspreyTechWt SFTW.WT ... ... .62 +0.08 ... 12.12 2.00 QuadGraphics QUAD .0 dd 3.37 +0.73 .15
178.55 78.29 JonesLang JLL .9 10 101.08 –1.40 .43 26.99 4.79 Lydall LDL ... dd 11.42 +2.73 ... 66.40 22.26 NACCO Inds NC 2.3 6 33.66 +6.69 .19 51.73 38.00 OtisWorldwide OTIS ... ... 49.71 +1.86 ... 222.97 108.14 QuakerChemical KWR 1.1 65 145.46 +12.17 .385
43.18 2.15 JumiaTech JMIA ... ... 3.86 –0.35 ... 98.91 33.71 LyondellBasell LYB 7.6 6 55.16 +5.11 1.05 35.87 10.55 NCR NCR ... 6 18.02 –0.45 ... 31.20 7.07 OutfrontMedia OUT 10.9 15 13.96 +1.33 .38 20.42 7.90 QuanexBldg NX 2.7 dd 12.07 +1.51 .08
10.59 9.50 JuniperIndustrial JIH.UT ... ... 10.10 +0.15 ... 15.71 1.15 NGL Energy NGL 14.6 dd 5.48 +2.13 .20 2.81 1.46 OverseasShip OSG ... 25 2.42 ... ... 44.09 23.77 QuantaServices PWR .6 13 34.97 +0.99 .05
M
10.50 9.10 JuniperIndlA JIH ... ... 9.75 +0.05 ... 5.65 1.19 NIO NIO ... dd 3.18 +0.24 ... 34.75 2.10 Ovintiv OVV 6.7 37 5.59 +0.87 .0938 9.21 1.21 Qudian QD ... 1 1.60 –0.02 ...
1.10 0.48 JuniperIndlWt JIH.WT ... ... .65 +0.01 ... 5.45 2.28 NL Industries NL ... 5 2.86 –0.10 ... 9.69 2.43 Owens&Minor OMI .1 dd 7.36 +0.04 .0025 125.00 73.02 QuestDiag DGX 2.1 19 108.81 +2.19 .56
27.92 15.20 JuniperNetworks JNPR 3.7 22 21.82 –1.47 .20 15.55 4.05 NOW DNOW ... dd 5.94 +0.29 ... 68.72 28.56 OwensCorning OC 2.3 dd 41.32 +4.22 .24 4.95 0.61 QuintanaEnergy QES ... dd .99 +0.07 ...
3.84 0.88 JupaiHoldings JP ... dd 1.15 ... ... 174.93 87.64 M&T Bank MTB 4.1 9 107.20 +2.14 1.10 41.78 19.54 NRG Energy NRG 3.6 2 32.97 +0.37 .30 19.19 8.09 OwlRock ORCC 9.9 10 12.54 +0.30 .08 11.99 4.55 QuotientTech QUOT ... dd 6.79 +0.26 ...
4.42 0.35 JustEnergy JE ... dd .44 ... ... 10.90 4.93 MBIA MBI ... dd 8.03 +0.24 ... 4071.13 2043.01 NVR NVR ... 14 3036.90 +189.53 ... 84.27 30.37 OxfordIndustries OXM 2.4 10 41.07 +3.95 .25
48.99 15.75 MDC Holdings MDC 4.6 8 28.81 +4.34 .33 .50
R
199.50 9.79 NaborsIndustries NBR 14.5 dd 13.75 +0.53
32.22 15.00 MDU Rscs MDU 3.9 13 21.12 –1.15 .2075 10.75 3.66 NamTaiProperty NTP ... dd 4.90 –0.25 ...
K 8.09 0.32 MFA Financial MFA .0 2 1.68 +0.11 .20 38.92 20.25 NatlBankHoldings NBHC 3.1 10 25.58 +1.97 .20 PQ
15.24 4.34 MGIC Investment MTG 3.6 4 6.72 +0.43 .06 59.24 31.58 NationalFuelGas NFG 4.3 38 40.40 –1.62 .435 27.26 16.81 RELX RELX 2.6 23 22.51 +0.78 .164
28.61 9.41 KAR Auction KAR 5.4 10 14.06 +0.52 .19 34.37 11.43 MGMGrowthProp MGP 7.7 25 24.52 +1.22 .475 69.08 44.29 NationalGrid NGG 5.3 21 57.36 –0.77 1.0673 34.91 5.19 PBF Energy PBF .0 4 9.61 +2.06 .30 41.17 14.40 RE/MAX RMAX 3.6 18 24.67 +1.81 .22
42.90 20.93 KB Fin KB 5.4 4 27.23 +1.91 1.6631 34.64 5.90 MGM Resorts MGM 4.0 3 15.01 +1.07 .15 91.12 31.37 NatlHealthInv NHI 8.2 15 53.76 +3.89 1.1025 22.00 3.06 PBF Logistics PBFX 23.4 5 8.87 +1.44 .52 14.99 3.50 REV REVG .0 dd 5.10 +0.80 .05
40.51 9.82 KB Home KBH 1.4 8 25.17 +2.99 .09 48.02 9.62 MI Homes MHO ... 5 23.98 +4.44 ... 25.84 8.00 NatlOilwell NOV 1.7 dd 11.70 –0.32 .05 25.19 3.55 PG&E PCG ... dd 10.14 –0.47 ... 256.27 73.14 RH RH ... 15 137.46 +4.62 ...
31.92 12.00 KBR KBR 2.0 48 19.61 –0.03 .10 8.36 0.88 MOGU MOGU ... dd 1.05 +0.01 ... 110.69 66.60 NatlPrestoInds NPK 1.2 13 80.50 –9.05 5.00 18.48 6.88 PGT Innovations PGTI ... 13 9.78 +1.05 ... 99.93 66.02 RLI RLI 1.3 50 71.25 +2.25 .23
34.14 15.55 KKR KKR 2.1 7 24.38 +0.77 .125 32.94 6.87 MPLX MPLX 15.6 15 17.43 +0.76 .6875 59.26 24.04 NatlRetailProp NNN 6.5 20 31.60 +2.15 .515 54.26 23.63 PJT Partners PJT .4 25 47.01 +3.14 .05 19.04 3.88 RLJ Lodging RLJ .5 15 8.64 +0.60 .01
22.03 6.84 KKR RealEstFin KREF 10.9 30 15.83 +1.47 .43 17.96 3.31 MRC Global MRC ... 74 4.77 +0.97 ... 38.22 19.34 NatlStorage NSA 4.9 dd 27.01 –0.49 .33 26.28 15.91 PLDT PHI 4.3 12 24.15 –0.70 .6935 10.50 9.03 RMGAcqn RMG ... cc 9.98 ... ...
12.59 6.66 KT KT ... 9 9.46 –0.04 ... 142.34 83.57 MSA Safety MSA 1.6 26 105.35 +6.49 .42 23.90 7.93 Natura&Co NTCO ... cc 12.13 +0.62 ... 161.79 79.41 PNC Fin PNC 4.5 10 102.97 +2.24 1.15 1.00 0.40 RMG Acqn Wt RMG.WT ... ... .42 –0.03 ...
32.98 15.06 K12 LRN ... 41 22.97 –1.63 ... 344.00 206.82 MSCI MSCI .9 51 319.94 –4.95 .68 16.87 2.62 NaturalGasSvcs NGS ... dd 5.73 +0.61 ... 56.14 27.08 PNM Resources PNM 3.1 72 39.06 –2.26 .3075 10.47 1.72 RPC RES .0 dd 3.04 +0.04 .05
114.05 52.71 Kadant KAI 1.2 18 83.10 +5.59 .24 83.97 44.93 MSC Industrial MSM 5.1 12 58.95 +1.96 .75 14.15 5.41 NaturalGrocers NGVC 2.7 26 10.49 +0.10 .07 55.00 26.27 POSCO PKX 3.8 15 35.86 +1.36 1.0612 77.47 42.85 RPM RPM 2.2 25 64.08 –0.97 .36
5.50 1.63 Kadmon KDMN ... dd 3.98 –0.58 ... 22.56 8.52 MSG Networks MSGN ... 5 11.52 +0.55 ... 44.71 8.50 NaturalResPtrs NRP .0 dd 12.75 +0.50 .45 134.36 69.77 PPG Ind PPG 2.3 18 88.00 –4.74 .51 15.18 4.62 RPTRealty RPT 13.4 7 6.57 +1.30 .22
1.59 0.17 KaleyraWt KLR.WT ... ... 1.00 +0.10 ... 10.45 3.00 MVC Capital MVC 10.3 5 6.62 +0.36 .17 4.42 0.37 Natuzzi NTZ ... 0 .74 +0.19 ... 36.83 18.12 PPL PPL 6.7 10 24.87 –0.62 .415 4.83 0.72 RR Donnelley RRD .0 dd 1.62 +0.51 .03
68.24 29.38 Kaman KAMN 2.2 12 37.08 +3.16 .20 8.63 1.76 MV Oil MVO 29.6 3 3.09 –0.14 .205 6.85 1.20 Nautilus NLS ... dd 5.86 –0.63 ... 17.26 8.50 PQ Group PQG ... 19 11.09 +0.38 ... 2.69 0.14 RTW Retail RTW ... dd .29 +0.06 ...
178.59 92.86 KSCitySouthern KSU 1.2 22 128.36 –3.05 .40 42.80 4.81 Macerich MAC 29.2 9 6.84 +0.87 .50 13.99 3.80 NavigatorHldgs NVGS ... dd 6.64 +0.30 ... 75.40 19.73 PROS PRO ... dd 31.90 +4.17 ... 8.15 2.22 RYBEducation RYB ... dd 2.71 +0.11 ...
71.05 51.34 Kellogg K 3.5 22 64.86 +0.76 .57 24.88 13.40 Mack-Cali CLI 5.2 16 15.24 +0.46 .20 11.52 2.09 NaviosMaritime NNA 22.0 dd 5.45 –0.51 .30 192.13 102.48 PSBusinessParks PSB 3.5 27 121.47 –2.67 1.05 5.00 0.70 RaMedicalSys RMED ... dd .99 –0.01 ...
27.61 15.87 Kemet KEM .7 12 27.04 +0.27 .05 45.93 12.50 MacquarieInfr MIC .0 15 27.54 +2.66 1.00 8.10 1.30 NaviosMaritime NM ... dd 2.33 +0.09 ... 128.63 28.40 PVH PVH .0 8 44.67 +3.31 .0375 26.32 9.53 RadianGroup RDN 3.6 4 13.96 +0.68 .125
91.40 53.81 Kemper KMPR 1.8 8 65.01 –0.61 .30 23.62 4.38 Macy's M .0 3 5.36 +0.34 .3775 21.30 4.08 NaviosMaritime NMM 14.6 dd 8.20 +1.15 .30 2.29 0.15 PacificCoastOil ROYT 38.5 1 .35 +0.04 .0038 30.86 9.40 Rafael RFL ... dd 13.20 +0.35 ...
40.79 14.45 Kennametal KMT 3.4 15 23.52 +0.24 .20 100.00 58.67 MSG Entertainment MSGE ... ... 79.68 –0.30 ... 38.00 15.01 NavistarIntl NAV ... 13 23.10 +0.74 ... 15.35 0.35 PacificDrilling PACD ... dd .61 +0.08 ... 132.76 59.82 RalphLauren RL 3.8 8 73.09 +4.79 .6875
May 4, 2020 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
9.74 1.61 RangeResources RRC .0 dd 6.06 +0.81 .02 665.74 242.23 Shopify SHOP ... dd 613.64 –29.55 ... 28.47 6.39 TaylorMorrison TMHC ... 6 13.69 +2.67 ...
8.15 2.49 RangerEnergySvcs RNGR ... 16 3.90 –0.10 ... 45.98 28.76 Shutterstock SSTK 1.9 77 36.38 –1.29 .17 19.00 5.00 Team TISI ... dd 5.41 +0.13 ...
10.29 4.32 Ranpak PACK ... dd 7.67 +0.58 ... 13.27 3.16 Sibanye-Stillwater SBSW ... dd 8.09 +0.13 ... 28.57 4.49 TechnipFMC FTI 6.3 dd 8.27 +0.25 .13 Good Week Hiding: Although the S&P 500 ended the week down
1.56 0.51 RanpakWt PACK.WT ... ... 1.49 +0.05 ... 31.44 5.60 SignetJewelers SIG 16.3 10 9.08 +1.47 .37 23.30 5.60 TeckRscsB TECK 1.6 dd 8.55 +1.16 .0354
102.45 54.21 RaymondJames RJF 2.3 9 63.18 +1.63 .37 18.08 1.50 SilverBowRscs SBOW ... 1 5.25 +0.58 ... 5.76 2.04 Teekay TK ... dd 3.52 –0.30 ... 0.2%, NYSE Composite breadth rose to break a two-week losing
15.29 0.90 RayonierAdvMatls RYAM .0 dd 1.47 +0.42 .07 16.95 7.60 SilvergateCapital SI ... 14 15.23 +1.73 ... 16.74 7.00 TeekayLNG un TGP 9.3 7 10.81 –0.56 .25
33.10 15.96 Rayonier RYN 4.7 50 23.17 –0.59 .27 180.06 42.25 SimonProperty SPG 13.2 9 63.20 +11.71 2.10 26.92 7.68 TeekayTankers TNK ... 15 18.66 –4.11 ... streak. Winning stocks outpaced losers by more than 2 to 1.
93.45 40.71 RaytheonTech RTX 3.1 10 61.11 –2.32 .475 88.25 47.02 SimpsonMfg SSD 1.3 21 70.43 +10.41 .23 18.89 12.12 TejonRanch TRC ... 33 13.24 +0.08 ... BREADTH DJIA
16.90 3.92 ReadyCapital RC 24.4 4 6.57 +0.65 .40 119.42 53.29 SiteOneLandscape SITE ... 44 86.15 +8.69 ... 203.85 53.46 TeladocHealth TDOC ... dd 169.43 –24.10 ...
13.88 2.09 Realogy RLGY .0 dd 4.04 +0.60 .09 59.52 8.75 SixFlags SIX .0 10 20.15 +4.15 .25 18.55 6.59 TelecomArgentina TEO 18.4 dd 6.74 +0.04 .2888 554000 29500
84.92 38.00 RealtyIncome O 5.4 37 51.79 +1.87 .233 44.50 17.06 SkechersUSA SKX ... 15 27.29 +1.69 ... 398.99 195.34 TeledyneTech TDY ... 29 319.83 +3.79 ...
8.26 1.16 RedLionHotels RLH ... dd 1.58 +0.06 ... 37.03 10.82 SkylineChamp SKY ... 18 19.47 +2.81 ... 398.65 221.27 Teleflex TFX .4 28 329.37 –9.02 .34
18.01 2.14 RedwoodTrust RWT 33.2 3 3.85 +0.70 .30 42.00 15.10 SlackTech WORK ... dd 26.38 +0.32 ... 14.68 7.80 TelefonicaBras VIV 7.2 11 8.41 +0.25 .2687
90.19 51.99 RegalBeloit RBC 1.7 12 69.27 +3.26 .30 55.79 30.91 Smartsheet SMAR ... dd 52.27 +1.28 ... 8.55 3.75 Telefonica TEF 7.1 23 4.85 +0.44 .2219 536400 27400
34.93 10.42 RegionalMgmt RM ... 4 14.47 +1.89 ... 53.72 33.81 SmithAO AOS 2.3 19 41.65 +1.26 .24 31.48 16.06 TelekmIndonesia TLK 3.0 15 21.11 +1.42 .7724 s
17.54 6.94 RegionsFin RF 6.1 8 10.17 +0.38 .155 52.26 26.07 Smith&Nephew SNN 1.9 28 38.28 –0.26 .462 34.12 14.05 Telephone&Data TDS 3.8 18 18.11 –0.99 .17 BREADTH 540,433
23.27 4.22 Regis RGS ... dd 11.18 +1.73 ... 128.43 91.88 Smucker SJM 3.0 21 115.51 –2.29 .88 100.39 22.00 TempurSealy TPX ... 13 52.68 +6.89 ...
169.26 55.39 ReinsGrp RGA 2.8 7 100.04 –1.25 .70 19.76 7.89 Snap SNAP ... dd 16.79 +0.79 ... 28.15 9.10 Tenaris TS 4.1 10 13.14 +0.42 .26 518800 25300
122.17 70.57 RelianceSteel RS 2.8 10 87.75 +0.63 .625 172.61 90.72 SnapOn SNA 3.5 11 124.05 +7.98 1.08 31
s
17.50 9.22 TencentMusic TME ... 10.72 –0.03 ...
202.68 113.27 RenaissanceRe RNR 1.0 9 140.92 –0.21 .35 10.18 10.05 SocialCapHedII IPOC.UT ... ... 10.13 +0.01 ... 39.37 10.00 TenetHealthcare THC ... dd 17.49 –1.84 ... DJIA
2.09 0.85 ReneSola SOL ... dd 1.00 ... ... 10.25 10.10 SocialCapHedIII IPOB.UT ... ... 10.19 +0.19 ... 87.06 46.64 Tennant TNC 1.5 24 58.43 –0.14 .22
4.95 0.45 Renren RENN ... 0 .92 +0.13 ... 36.75 15.20 SOQUIMICH SQM 3.3 21 21.60 +0.19 .1494 21.56 2.21 Tenneco TEN ... dd 4.90 +1.07 ...
501200 23200
10.48 9.49 ReplayAcqn RPLA ... 85 9.97 ... ... 5.90 3.00 Sogou SOGO ... 15 3.38 +0.01 ... 41.44 17.62 Teradata TDC ... dd 23.60 +0.45 ...
10.57 9.60 ReplayAcqnUn RPLA.UT ... ... 10.23 +0.01 ... 18.85 4.50 SolarisOilfield SOI 6.5 4 6.49 +0.49 .105 33.49 12.11 Terex TEX .0 10 13.72 +0.98 .12
100.91 65.37 RepublicSvcs RSG 2.1 23 77.13 +1.03 .405 21.66 11.50 SolarWinds SWI ... cc 17.20 +1.75 ... 62.31 42.12 TerrenoRealty TRNO 2.0 63 53.75 +1.67 .27 483600 21100
23.99 3.72 ResideoTech REZI ... 17 4.82 +0.29 ... 35.41 9.00 SonicAutomotive SAH 1.9 dd 21.00 +3.87 .10 2.40 0.22 TetraTech TTI ... dd .46 +0.16 ...
177.99 108.85 ResMed RMD 1.0 45 159.07 –1.93 .39 66.57 37.30 SonocoProducts SON 3.5 17 48.77 +1.76 .43 15.34 6.07 TevaPharm TEVA ... dd 10.14 –0.08 ...
7.67 1.14 ResoluteForest RFP ... dd 2.04 +0.43 ... 73.86 47.29 Sony SNE ... 13 62.73 –0.23 ... 879.25 295.05 TexasPacLand TPL 2.0 12 508.26 +9.44 6.00
79.46 25.08 RestaurantBrands QSR 4.3 20 48.32 +1.53 .52 34.48 19.62 SoJerseyInd SJI 4.4 32 26.66 –1.16 .295 11.75 5.50 Textainer TGH ... 8 8.19 +1.21 ... 466000 19000
14.30 2.87 RetailPropofAmer RPAI 11.2 39 5.90 +1.15 .1656 54.85 33.95 SouthJerseyIndsUn SJIU 8.3 ... 43.78 –1.65 .9063 54.24 20.26 Textron TXT .3 9 26.22 –0.81 .02 J J A S O N D J F M A M
38.85 8.32 RetailValue RVI 15.6 5 13.17 +2.72 2.05 71.10 41.96 Southern SO 4.7 16 54.41 –3.32 .64 346.89 250.21 ThermoFisherSci TMO .3 36 329.81 +1.11 .22
27.46 8.68 Revlon REV ... dd 12.26 +1.97 ... 57.75 36.39 SouthernUnSeriesA SOLN 7.0 ... 45.68 –3.37 .8438 27.73 12.62 Thermon THR ... 22 14.63 +1.09 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
48.36 7.17 Revolve RVLV ... dd 10.25 –0.31 ... 44.82 23.43 SoCopper SCCO 2.5 19 31.76 +1.01 .20 11.95 5.64 ThirdPointReins TPRE ... 3 7.10 –0.65 ... added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
98.79 33.81 RexAmerRes REX ... 48 55.91 +2.33 ... 58.83 28.25 SouthwestAir LUV 2.5 9 29.23 –0.10 .18 82.50 52.23 ThomsonReuters TRI 2.2 22 69.08 –1.79 .38
53.48 31.79 RexfordIndlRealty REXR 2.2 85 39.71 +1.06 .215 92.94 45.68 SouthwestGas SWX 3.1 19 74.04 –4.10 .57 plot. Dec. 31, 1985 =1000.
89.45 32.30 ThorIndustries THO 2.5 17 62.94 +4.82 .40
35.64 18.87 Rexnord RXN 1.2 19 25.82 +0.97 .08 4.25 1.06 SouthwesternEner SWN ... 2 2.74 –0.40 ... 12.56 5.20 3D Systems DDD ... dd 7.77 –0.23 ...
256.60 110.34 RingCentral RNG ... dd 218.10 –20.63 ... 10.72 9.90 SpartanEnergy SPAQ.UT ... cc 10.65 ... ... 187.72 114.04 3M MMM 4.0 17 148.60 +1.60 1.47
64.02 35.35 RioTinto RIO 8.5 9 45.04 –1.46 2.31 10.31 9.75 SpartanEnergy SPAQ ... 80 10.16 –0.03 ... 25.11 4.75 Tidewater TDW ... dd 5.24 –0.50 ...
45.16 25.92 RitchieBros RBA 1.9 31 42.48 –0.44 .20 1.15 0.27 SpartanEnerWt SPAQ.WT ... ... .57 –0.02 ... 52-Week Tick Div 52-Week Tick Div
3.73 0.50 TidewaterWtA TDW.WTA ... ... .87 –0.08 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
23.88 5.04 RiteAid RAD ... dd 13.62 –0.73 ... 66.50 19.59 SpectrumBrands SPB 4.0 dd 41.88 +5.75 .42 3.52 0.21 TidewaterWtB TDW.WTB ... ... .87 +0.14 ...
63.97 32.38 RobertHalf RHI 3.1 12 44.38 +0.32 .34 88.00 57.37 Spire SR 3.5 21 70.68 –2.02 .6225 134.42 78.60 Tiffany TIF 1.8 28 127.06 +0.71 .58 16.99 4.54 US Steel X .5 dd 7.51 +0.69 .01 32.22 19.52 WashingtonREIT WRE 5.4 36 22.33 +0.56 .30
209.61 115.38 Rockwell ROK 2.2 30 183.19 +8.60 1.02 92.81 13.69 SpiritAeroSys SPR .2 4 20.47 +2.38 .01 12.75 3.46 Tilly's TLYS .0 7 5.57 +1.25 1.00 306.71 187.72 UnitedHealth UNH 1.5 20 284.51 –6.78 1.08 105.17 70.87 WasteConnections WCN .9 39 83.95 –1.79 .185
54.82 32.20 RogersComm B RCI 3.4 14 41.19 –0.22 .3519 55.21 7.01 SpiritAirlines SAVE ... 3 13.17 +1.02 ... 58.78 22.26 Timken TKR 3.1 8 35.93 +1.05 .28 24.77 6.40 Univar UNVR ... dd 13.46 +1.15 ... 126.79 85.34 WasteMgt WM 2.2 25 98.21 –0.27 .545
194.68 75.72 Rogers ROG ... 43 108.35 +4.26 ... 54.63 18.37 SpiritRealtyCap SRC 8.6 16 28.96 +2.96 .625 10.73 2.16 TimkenSteel TMST ... dd 2.60 +0.24 ... 63.18 37.04 Universal UVV 6.6 13 45.89 +0.78 .76 245.68 154.39 Waters WAT ... 22 178.08 –13.24 ...
40.94 30.72 Rollins ROL .8 65 40.00 +1.86 .08 163.94 109.18 Spotify SPOT ... dd 144.84 +7.00 ... 5.91 1.11 TItanIntl TWI 1.6 dd 1.27 +0.16 .005 132.41 54.54 UniversalHealth UHT 2.7 73 102.68 +9.21 .685 186.87 132.97 Watsco WSO 4.5 26 159.53 –0.97 1.775
395.00 240.00 RoperTech ROP .6 22 339.38 +32.97 .5125 20.54 9.83 SpragueRscs SRLP 17.7 14 15.10 +1.91 .6675 49.31 13.28 Toll Bros TOL 1.8 6 23.85 +1.77 .11 157.79 65.20 UniversalHealthB UHS .0 12 99.15 –2.50 .20 181.50 139.00 Watsco B WSO.B 4.4 26 162.25 +3.59 1.775
26.88 8.85 RosettaStone RST ... dd 16.73 +0.98 ... 87.25 32.33 Square SQ ... 83 63.00 +0.99 ... 39.63 30.79 TootsieRoll TR 1.0 36 34.55 –0.85 .09 30.97 14.20 UnivInsurance UVE 3.6 24 17.78 +0.22 .16 114.45 69.02 WattsWater WTS 1.1 21 82.02 +4.25 .23
82.74 49.55 RoyalBkCanada RY ... 9 60.05 +1.17 ... 23.38 15.32 St.Joe JOE ... 46 17.65 +0.52 ... 125.66 54.83 TopBuild BLD ... 16 89.06 +8.21 ... 9.76 2.75 UnvlTechInst UTI ... dd 6.40 +0.98 ... 166.40 21.70 Wayfair W ... dd 122.50 +0.09 ...
7.05 2.45 RoyalBkScotland RBS 1.4 4 2.93 +0.28 .1296 9.50 0.27 StageStores SSI ... dd .57 +0.18 ... 84.26 52.07 Toro TTC 1.6 24 62.52 –1.45 .25 36.94 9.58 UnumGroup UNM 6.9 3 16.50 +1.15 .285 54.04 18.16 WebsterFin WBS 5.9 8 27.12 +3.31 .40
135.32 19.25 RoyalCaribbean RCL 7.7 5 40.77 +5.09 .78 55.85 35.51 StandardMotor SMP .0 16 39.13 –2.34 .25 59.55 33.74 TorontoDomBk TD 5.8 8 40.56 +1.66 .5554 21.74 6.98 UrbanEdgeProp UE .0 10 10.53 +1.48 .22 10.20 1.03 Weidai WEI ... 1 1.48 +0.20 ...
66.48 21.26 RoyalDutchA RDS.A 10.2 8 31.29 –3.74 .94 81.69 37.50 StandexInt SXI 1.8 14 48.51 +5.33 .22 10.08 9.50 TortoiseAcqn SHLL ... cc 9.94 +0.01 ... 19.87 8.30 UrstadtBiddle UBP 9.0 20 11.10 +1.27 .25 32.17 12.21 WeingartenRealty WRI 9.1 7 17.41 +2.81 .395
67.45 19.19 RoyalDutchB RDS.B 12.6 8 29.83 –4.03 .94 173.67 70.00 StanleyBlackDck SWK 2.6 17 106.50 –1.24 .69 56.91 22.13 Total TOT ... 8 33.43 –0.72 ... 24.88 10.05 UrstadtProp A UBA 8.2 25 13.74 +2.41 .28 52.27 32.44 WeisMarkets WMK 2.5 20 50.39 +1.85 .31
13.11 4.09 RubiconProject RUBI ... dd 6.42 +0.39 ... 112.05 50.90 StanleyBlackDeckUn SWP 7.0 ... 77.30 –2.12 1.3438
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

10.34 3.54 TownsquareMedia TSQ 6.5 dd 4.61 +0.28 .075 90.94 43.01 UsanaHealth USNA ... 18 84.53 +0.75 ... 19.81 3.17 Welbilt WBT ... 12 4.69 +0.59 ...
64.28 22.62 RyderSystem R 6.4 dd 34.94 +7.02 .56 112.04 50.68 StanleyB&D Un SWT 6.9 ... 77.13 –1.62 1.3125 145.41 108.01 ToyotaMotor TM 2.9 8 121.12 –1.44 1.8299 54.75 25.11 WellsFargo WFC 7.4 10 27.59 +0.67 .51
12.54 3.86 RyersonHolding RYI ... 2 4.39 +0.37 ... 31.94 20.22 Stantec STN 1.5 22 28.43 –0.06 .1093
V
118.10 70.00 TraneTech TT 2.4 15 86.81 +2.78 .53 93.17 24.27 Welltower WELL 7.4 39 47.33 +3.27 .87
91.57 13.25 RymanHospitality RHP 11.6 12 32.83 +5.39 .95 10.25 6.11 StarGroup SGU 7.0 12 7.60 –0.49 .1325 8.50 3.63 Transalta TAC 2.1 39 5.63 +0.06 .0301 61.32 13.52 WescoIntl WCC ... 5 26.95 +3.91 ...
8.53 3.01 Starrett A SCX ... 4 3.30 –0.36 ... 41.50 16.00 TrancntlRlty TCI ... dd 19.30 +0.80 ... 201.79 113.04 WestPharmSvcs WST .3 55 191.64 –3.90 .16
S 8.93
26.33
2.75
7.59
Startek
StarwoodProp
SRT
STWD
...
15.0
dd
7
3.79
12.77
+0.31
+1.53
...
.48
673.51
7.85
200.06
0.76
TransDigm
Transocean
TDG
RIG
.0
...
27
dd
349.45
1.15
+44.53
+0.18
32.50
...
10.18
100.25
3.56
45.07
VEREIT
VF
VER
VFC
10.4
3.5
dd
17
5.29
55.43
+0.61
+0.86
.1375
.48
58.94
11.33
20.90
1.37
WestAllianceBcp
WesternAssetMort
WAL
WMC
3.0
.0
7
2
33.62
2.88
+3.32
+0.28
.25
.31
85.89 42.10 StateStreet STT 3.5 10 59.08 +1.67 .52 2 28.75 9.85 VICI Prop VICI 7.2 13 16.56 +0.98 .2975 31.99 2.90 WesternMidstrm WES 27.0 5 8.03 +0.73 .311
140.67 90.90 SAP SAP 1.1 38 116.97 +0.48 1.7119 dd 16.07 3.72 TransportadGas TGS ... 4.28 +0.01 ...
14.09 4.60 SteelPartners SPLP ... 5.05 ... ... 43 6.35 1.48 VOC Energy VOC 28.0 3 1.89 +0.13 .03 28.45 17.39 WesternUnion WU 4.9 8 18.52 +0.02 .225
312.94 186.06 S&P Global SPGI .9 30 286.06 +2.12 .67 6 101.16 52.50 TransUnion TRU .4 77.04 +4.91 .075
23.02 7.02 Steelcase SCS 2.7 10.55 +0.99 .07 10 2.60 0.70 VaalcoEnergy EGY ... 22 .88 ... ... 75.65 28.99 WestlakeChem WLK 2.6 12 40.38 –0.32 .2625
10.25 9.50 SC Health SCPE ... cc 9.93 –0.05 ... 105.87 69.33 Stepan SCL 1.2 21 93.67 +2.64 .275 155.09 76.99 Travelers TRV 3.5 96.05 –4.77 .85
10.54 4.23 TrecoraResources TREC ... dd 5.38 –0.31 ... 255.37 125.00 VailResorts MTN .0 23 167.91 +13.97 1.76 26.48 10.31 WestlakeChemPtrs WLKP 9.9 10 18.51 +2.30 .4714
1.35 0.81 SC Health Wt SCPE.WT ... ... 1.00 –0.02 ... 168.98 105.69 Steris STE 1.0 31 141.40 –6.42 .37
23.48 11.31 Tredegar TG 3.0 11 16.23 +0.75 .12 13.27 0.30 Valaris VAL ... dd .42 –0.05 ... 20.56 7.98 WestpacBanking WBK 12.2 7 9.79 –0.07 .551
10.48 9.25 SCVX SCVX.UT ... ... 10.07 –0.02 ... 22.17 7.01 SterlingBancorp STL 2.4 7 11.47 +0.46 .07 14.19 6.49 Vale VALE ... dd 7.98 +0.31 ... 44.39 21.50 WestRock WRK 6.0 9 30.84 +1.96 .465
10.00 9.20 SCVX SCVX ... ... 9.80 ... ... 44.14 20.26 StewartInfo STC 3.9 8 30.74 +1.22 .30 60.38 33.50 TreeHouseFoods THS ... dd 50.66 +0.55 ...
0.70 0.33 SCVX Wt SCVX.WT ... ... .65 +0.25 ... 111.85 56.22 Trex TREX ... 37 91.89 +6.10 ... 101.99 31.00 ValeroEnergy VLO 6.7 60 58.76 +6.26 .98 35.74 10.50 Westwood WHG .0 28 21.64 –0.76 .43
69.10 31.13 StifelFinancial SF 1.6 8 42.19 +0.69 .17 3.17 0.76 Valhi VHI 9.4 6 .86 –0.03 .02 31.58 13.10 Weyerhaeuser WY 7.6 dd 17.97 –1.64 .34
51.42 22.23 Seacor CKH ... 25 26.80 +0.94 ... 31.98 14.67 STMicroelec STM .8 22 24.86 –0.15 .06 10.15 9.40 TrineAcqn TRNE ... cc 9.98 –0.07 ...
dd 1.13 0.35 TrineAcqnWt TRNE.WT ... ... .60 –0.10 ... 154.86 82.60 ValmontInds VMI 1.6 15 113.41 +1.23 .45 41.26 18.66 WheatonPrecMet WPM 1.0 cc 41.10 +1.48 .10
15.17 2.84 SeacorMarine SMHI ... 2.99 –0.06 ... 3.90 0.50 StoneMor STON ... dd .54 +0.02 ... .113
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

76.92 27.79 TriNet TNET ... 14 47.54 +4.36 ... 23.90 9.06 Valvoline VVV 2.7 14 16.65 +0.96 163.64 64.00 Whirlpool WHR 4.3 8 112.19 +7.61 1.20
15.10 6.33 SFL SFL 12.9 ... 10.84 +0.15 .35 34.46 13.87 Stoneridge SRI ... 9 19.53 +2.54 ... 7
9 24.64 14.53 TrinityIndustries TRN 4.1 9 18.72 +2.17 .19 24.63 6.86 Vapotherm VAPO ... dd 20.50 +0.16 ... 1168.21 629.21 WhiteMtnIns WTM .1 960.74 +73.72 1.00
45.39 21.25 SINOPEC SHI 12.5 25.80 –2.26 3.718 226.30 124.54 Stryker SYK 1.3 32 180.62 –7.50 .575 14.65 4.91 WhitestoneREIT WSR 6.3 12 6.69 +1.39 .035
50.14 14.16 Trinseo TSE 8.5 8 18.88 +0.28 .40 150.06 89.62 VarianMed VAR ... 35 111.37 +2.69 ...
15.85 3.60 SITE Centers SITC 14.0 17 5.72 +0.88 .20 21.22 15.47 StudioCity MSC ... 29 15.88 –0.15 ... 14.42 7.92 VectorGroup VGR 7.6 17 10.48 +0.39 .20 25.14 0.25 WhitingPetrol WLL ... dd 1.24 +0.12 ...
74.99 45.60 SJW Group SJW 2.1 73 59.77 +0.17 .32 57.20 38.44 SturmRuger RGR 1.4 28 51.49 –2.68 .18 27.64 9.13 Triple-S Mgmt GTS .0 4 16.74 +0.50 .00
8.79 2.95 WideOpenWest WOW ... 13 5.84 +0.37 ...
17.17 2.80 TriplePtVent TPVG 19.1 6 7.53 +0.21 .36 59.24 28.90 Vectrus VEC ... 17 50.99 +6.68 ...
25.16 14.07 SK Telecom SKM 3.9 16 18.50 –0.50 .8103 24.89 8.64 SuburbanPropane SPH 16.7 11 14.35 –0.12 .60 50.05 30.42 Wiley A JW.A 3.7 14 36.30 +1.68 .34
96.39 37.50 SLGreenRealty SLG 7.2 13 49.07 +4.35 .295 7.56 4.49 SumitomoMits SMFG 5.6 5 5.07 +0.01 .1655 40.81 19.80 TritonIntl TRTN 6.9 7 30.01 +0.88 .52 10.45 3.24 Vedanta VEDL ... 4 4.31 +0.19 ...
15.91 0.90 SM Energy SM .6 dd 3.31 +1.47 .01 29.38 3.02 TriumphGroup TGI 2.5 dd 6.31 +0.80 .04 195.90 118.11 VeevaSystems VEEV ... 99 187.77 +0.14 ... 49.41 30.44 Wiley B JW.B 3.7 14 36.31 +2.18 .34
12.63 2.32 SummitHotelProp INN .0 9 5.68 +0.88 .18 14.90 2.24 VelocityFinl VEL ... 4 3.43 +0.34 ... 29.06 8.41 Williams WMB 8.6 27 18.55 +0.27 .40
53.76 25.50 SPX SPXC ... 17 36.28 +1.19 ... 25.22 7.51 SummitMaterials SUM ... 19 13.75 +1.34 ... 13.54 3.97 Tronox TROX 4.3 dd 6.46 +0.19 .07
25.08 12.02 TrueBlue TBI ... 9 15.24 +0.72 ... 6.19 1.12 VenatorMaterials VNTR ... dd 1.22 +0.04 ... 77.00 26.01 Williams-Sonoma WSM 3.2 13 60.25 +2.27 .48
49.94 15.74 SPX FLOW FLOW ... dd 30.66 +0.36 ... 8.69 0.50 SummitMidstream SMLP 40.7 dd 1.23 +0.39 .125 13
56.92 24.01 TruistFinl TFC 5.1 10 35.44 –0.04 .45 75.40 13.35 Ventas VTR 10.5 26 30.33 +2.62 .7925 63.45 16.94 Winnebago WGO 1.1 41.27 +1.65 .11
33.48 17.54 STAG Indl STAG 5.7 78 25.30 +0.07 .12 173.98 95.34 SunComms SUI 2.4 cc 132.90 +6.16 .79 13
4.77 1.70 TsakosEnergy TNP 6.3 dd 3.20 –0.26 .05 22.51 5.25 Veoneer VNE ... dd 9.40 +0.52 ... 4.63 2.52 Wipro WIT ... 3.19 +0.25 ...
40.96 13.00 StoreCapital STOR 7.3 16 19.20 +3.41 .35 50.13 24.37 SunLifeFinancial SLF 4.7 10 33.05 +1.98 .415
31.04 5.79 TufinSoftware TUFN ... dd 9.27 +0.01 ... 28.99 5.70 Veritiv VRTV ... dd 9.11 +1.39 ... 37.58 12.19 WolverineWwide WWW 2.0 17 20.04 +1.89 .10
49.90 23.02 SabineRoyalty SBR 10.9 9 26.22 +0.20 .2582 9.17 2.43 SunCokeEnergy SXC 7.6 dd 3.16 +0.50 .06 4
24.00 1.15 Tupperware TUP .0 dd 2.82 +0.77 .27 62.22 48.84 Verizon VZ 4.3 13 56.83 –1.10 .615 38.26 15.54 WooriFin WF ... 20.23 +1.28 ...
2.38 0.74 SafeBulkers SB ... 24 1.01 –0.09 ... 34.56 9.61 SuncorEnergy SU 7.6 13 17.17 +1.57 .3149 dd
6.31 4.36 TurkcellIletism TKC 5.3 10 4.84 –0.09 .0395 24.13 1.50 VermilionEnergy VET .0 dd 4.45 +0.78 .1742 64.11 22.01 Workiva WK ... 35.89 +1.76 ...
12.91 4.43 SafeguardSci SFE .0 9 6.96 +1.43 1.00 3.06 0.68 SunlandsTech STG ... dd 1.91 +0.14 ... 44.37 20.49 WorldFuelSvcs INT 1.7 8 23.50 +1.17 .10
66.70 24.90 Safehold SAFE 1.2 56 52.39 +3.80 .156 20.87 6.12 SunnovaEnergy NOVA ... dd 11.53 +0.23 ... 57.06 14.09 TurningPoint TPB .9 46 23.40 +2.71 .05 23.35 9.61 Verso VRS ... 5 13.97 +0.92 ...
1.53 0.30 TurquoiseHill TRQ ... dd .47 –0.02 ... 13.75 4.75 Vertiv VRT ... cc 10.29 +0.03 ... 87.81 29.10 WW Ent WWE 1.1 35 43.92 –0.87 .12
28.60 11.61 SailPointTechs SAIL ... dd 18.11 +1.06 ... 34.09 10.46 Sunoco SUN 13.6 9 24.27 +1.60 .8255 44.69 19.28 WorthingtonInds WOR 3.8 14 25.46 +1.91 .24
195.72 115.29 Salesforce.com CRM ... cc 156.37 +2.39 ... 14.74 5.75 SunstoneHotelInv SHO 8.5 16 8.73 +0.36 .05 20.37 2.61 TutorPerini TPC ... dd 6.60 +0.35 ... 3.86 0.48 VertivWt VRT.WT ... ... 2.60 –0.03 ...
151.00 68.06 Twilio TWLO ... dd 107.98 –1.97 ... 72.27 11.25 Viad VVI 1.8 22 22.06 +1.48 .10 53.13 13.74 WyndhamDest WYND 8.2 5 24.28 +1.65 .50
21.98 6.28 SallyBeauty SBH ... 4 9.55 +0.45 ... 35.20 0.70 SuperiorEnergy SPN ... dd 1.39 –0.27 ... 63.66 14.50 WyndhamHtls WH 3.5 22 36.15 +1.71 .32
4.50 1.39 SanJuanBasin SJT 5.6 14 2.44 +0.13 .0322 5.08 0.90 SuperiorIndsIntl SUP .0 dd 1.28 +0.04 .09 32.30 7.22 TwinRiver TRWH 2.7 10 14.98 +1.26 .10 27.63 3.16 VinceHolding VNCE ... 26 5.37 +0.23 ...
9.35 0.70 SandRidgeEnergy SD ... dd 1.98 +0.37 ... dd 45.86 20.00 Twitter TWTR ... 17 27.84 –0.90 ... 18.95 6.17 Vipshop VIPS ... 18 15.20 –0.89 ...
XYZ
11.11 4.43 Suzano SUZ ... 7.08 +0.20 ...
2.29 0.25 SandRidgePermian PER 65.6 1 .48 –0.04 .08 19.00 10.19 Switch SWCH .7 cc 17.17 –0.74 .0294 15.85 2.25 TwoHarbors TWO 28.8 5 4.34 +0.27 .05 42.49 6.90 VirginGalactic SPCE ... dd 17.92 +0.90 ...
8.40 3.32 SandstormGold SAND ... 92 8.09 +0.53 ... 10.19 9.60 SwitchbackEner SBE.UT ... ... 10.14 +0.14 ... 340.80 205.90 TylerTech TYL ... 77 314.78 +0.07 ... 214.17 133.93 Visa V .7 33 175.57 +8.25 .30
27.75 9.74 SantanderCons SC 5.9 7 14.94 +1.97 .22 10.12 9.38 SwitchbackEnerA SBE ... ... 9.80 +0.02 ... 94.24 42.57 TysonFoods TSN 2.8 11 60.01 +1.03 .42 23.25 11.23 Vishay VSH 2.4 14 15.99 +0.72 .095 5.85 0.80 XFinancial XYF ... 1 .95 +0.04 ...
28.70 5.94 SaratogaInvt SAR 14.1 4 15.66 +2.01 .56 0.96 0.30 SwitchbackEnerWt SBE.WT ... ... .85 –0.06 ... 41.90 16.56 VishayPrecision VPG ... 13 21.43 +0.45 ... 100.18 38.47 XPO Logistics XPO ... 18 64.33 –1.67 ...
32.18
58.49
1.25
24.68
Sasol
SaulCenters
SSL
BFS
...
6.5
dd
21
4.21
32.62
+0.60
+4.60
...
.53
38.18
153.07
12.15
52.06
SynchronyFin
Synnex
SYF
SNX
4.8
.0
4
8
18.51
85.81
+1.54
+9.60
.22
.40
U 11.03
10.80
1.80
4.29
VistaOil&Gas
VistaOutdoor
VIST
VSTO
...
...
27
dd
2.82
9.84
+0.72
+0.28
...
...
23.33
39.47
6.28
15.01
XeniaHotels
Xerox
XHR
XRX
.0
5.9
19
7
9.20
17.03
+0.79
–0.94
.275
.25
41.81 11.87 Schlumberger SLB 3.2 dd 15.75 –0.36 .125 40.32 10.91 SynovusFin SNV 6.7 7 19.83 +1.71 .33 27.96 11.30 VistraEnergy VST 2.8 10 19.35 +1.31 .135 4.57 1.93 XinyuanRealEst XIN 15.7 2 2.48 +0.07 .10
24.38 15.36 SchneiderNatl SNDR 1.2 26 22.31 +1.31 .065 85.98 26.00 Sysco SYY 3.4 15 52.76 –0.32 .45 13.49 7.48 UBS Group UBS 3.5 8 10.39 +0.98 .73 2.56 0.61 VistraEnergyWt VST.WTA ... ... .69 +0.05 ... 31
89.34 54.62 Xylem XYL 1.5 69.29 +0.77 .26
51.65 28.00 SchwabC SCHW 2.0 14 36.45 +1.05 .18 26.57 14.00 Systemax SYX 2.8 16 19.75 +1.03 .14 51.25 29.20 UDR UDR 4.0 58 36.10 –0.19 .36 32.00 8.51 VivintSmartHome VVNT ... cc 10.18 +0.07 ... 38.61 15.28 Yeti YETI ... 45 26.06 +1.18 ...
46.65 20.00 SchweitzerMaud SWM 5.7 11 30.79 +2.88 .44 55.17 21.75 UGI UGI 4.5 14 29.30 +1.06 .33 3.34 0.37 VivintSmartHmWt VVNT.WT ... ... 1.27 +0.02 ... 18.73 2.25 YPF YPF 6.2 dd 3.54 +0.24 .1396
16.64 8.63 UMH Prop UMH 5.8 cc 12.47 +1.22 .18 dd
T
96.80 45.45 ScienceApplicat SAIC 1.9 21 79.16 –6.09 .37 12.99 3.17 VivintSolar VSLR ... 5.83 +0.06 ... 4.97 1.78 YamanaGold AUY 5.1 17 4.87 +0.11 .0625
72.05 16.80 ScorpioBulkers SALT 3.4 4 23.47 –2.75 .20 65.76 39.33 Unitil UTL 3.1 16 48.78 –3.06 .375 206.80 86.00 VMware VMW ... 8 125.34 –2.83 ... 40.99 12.89 Yelp YELP ... 41 22.15 +1.79 ...
40.45 12.35 ScorpioTankers STNG 1.9 dd 20.69 –4.31 .10 19.00 3.52 USA Compression USAC 28.5 dd 7.37 –0.19 .525 35.73 15.89 VoceraComm VCRA ... dd 18.36 +0.44 ... 22.65 8.56 Yext YEXT ... dd 12.14 +0.15 ...
131.18 76.50 ScottsMiracleGro SMG 1.9 15 125.09 +0.28 .58 59.76 30.78 TAL Education TAL ... cc 49.90 +2.51 ... 51.21 23.91 US Cellular USM ... 18 30.07 –1.32 ... 68.85 27.64 VornadoRealty VNO 6.3 3 42.00 +4.23 .66 17.44 2.83 YirenDigital YRD ... 2 3.70 +0.32 ...
15.73 6.04 ScullyRoyalty SRL ... ... 8.26 +0.78 ... 57.92 32.37 TC Energy TRP 5.1 14 45.18 –0.62 .5718 11.95 1.00 USD Partners USDP 38.6 15 3.14 +0.39 .111 2.37 0.58 voxeljet VJET ... dd .87 –0.13 ... 29.50 12.01 Youdao DAO ... dd 19.55 +0.17 ...
28.85 8.86 SculptorCapMgmt SCU 10.5 9 14.14 +1.90 .53 44.65 18.00 TC PipeLines TCP 7.7 9 33.58 +1.28 .65 43.10 8.32 US Foods USFD ... 11 19.47 –0.04 ... 63.81 29.75 VoyaFinancial VOYA 1.4 8 43.96 +2.22 .15 119.72 54.95 YumBrands YUM 2.2 23 83.81 –2.08 .47
56.80 23.40 Sea SE ... dd 54.78 +0.39 ... 101.00 48.62 TE Connectivity TEL 2.6 35 70.58 +0.43 .46 148.48 45.13 US PhysTherapy USPH 1.8 28 69.51 +1.76 .32 152.49 65.56 VulcanMatls VMC 1.2 24 110.68 +8.65 .34 50.74 38.33 YumChina YUMC .0 33 46.41 +2.46 .12
16.55 5.25 SeabridgeGold SA ... dd 14.25 +0.80 ... 18.31 9.61 Tegna TGNA 2.7 8 10.54 –0.07 .07 14.86 0.79 US Silica SLCA 3.4 dd 2.34 +0.90 .02 30.14 17.12 ZTO Express ZTO .0 27 28.41 –0.48 .29
W
8.07 0.38 SeaDrill SDRL ... dd .54 –0.09 ... 20.91 13.54 Telus TU 5.5 15 16.00 –0.02 .2134 6.52 2.65 US Xpress USX ... dd 3.97 +0.09 ... 94.89 50.23 Zendesk ZEN ... dd 72.55 –0.85 ...
45.86 17.06 SealedAir SEE 2.3 15 28.22 –0.27 .16 26.38 9.59 Ternium TX 9.4 4 12.77 –0.79 1.20 47.08 13.71 Uber UBER ... dd 28.39 –1.10 ... 161.11 74.37 ZimmerBiomet ZBH .8 21 116.25 –0.20 .24
36.96 6.75 SeaWorldEnt SEAS ... 12 14.11 +1.91 ... 36.65 15.24 TFI Intl TFII 2.7 10 27.17 +1.32 .1993 199.91 107.22 Ubiquiti UI .8 31 155.62 +0.97 .30 146.26 90.14 Zoetis ZTS .6 41 127.53 +1.62 .20
12.75 2.22 SelectEnergySvcs WTTR ... 94 4.46 +0.46 ... 20.32 10.51 TIM Part TSU 3.4 6 11.16 +0.50 .1259 6.68 1.97 UltraparPart UGP 3.6 28 2.55 +0.17 .0546 136.17 117.20 WABCO WBC ... 28 135.04 –0.12 ... 23.04 6.21 Zuora ZUO ... dd 10.23 +0.57 ...
28.61 10.00 SelectMedical SEM ... 13 14.60 –0.81 ... 64.95 32.72 TJX TJX 1.9 18 48.25 +2.20 .23 27.72 7.39 UnderArmour A UAA ... 48 9.80 –0.20 ... 6.10 1.07 W&T Offshore WTI ... 5 2.54 –0.01 ... 52.75 16.80 Zymeworks ZYME ... dd 35.10 –3.56 ...
161.87 88.00 SempraEnergy SRE 3.5 17 119.93 –7.04 1.045 21.30 2.45 TPG RE Fin TRTX 22.5 4 7.66 +1.56 .43 24.55 6.60 UnderArmour C UA ... 43 8.76 –0.21 ... 109.53 68.01 WEC Energy WEC 2.9 25 88.46 –5.31 .6325
27.85 7.48 Unifi UFI ... dd 11.54 +1.92 ... 236.52 71.12 WEX WEX ... 56 127.20 +17.10 ...
NYSE ARCA
54.72 18.25 SensataTechs ST ... 27 34.12 –0.43 ... 18.63 5.89 TRI Pointe TPH ... 6 10.95 +0.70 ...
75.21 38.24 SensientTech SXT 3.3 29 47.15 +2.36 .39 8.39 1.06 TailoredBrands TLRD .0 cc 1.56 +0.04 .18 217.90 121.89 Unifirst UNF .6 18 165.94 +5.91 .25 75.86 34.26 WNS WNS ... 21 47.74 +4.15 ...
7.59 1.68 SequansComms SQNS ... dd 5.55 –1.13 ... 60.64 37.18 TaiwanSemi TSM 2.4 24 51.10 –1.63 .4171 63.62 42.00 Unilever UN 3.2 20 49.11 –0.24 .4445 93.62 38.62 W.P.Carey WPC 6.7 35 62.49 +3.77 1.04
46.43 5.00 SeritageGrowth SRG ... dd 9.01 +0.19 ... 20.93 12.43 TakedaPharm TAK 3.6 dd 17.82 +0.26 .4111 64.84 44.06 Unilever UL 3.5 21 51.50 –0.08 .4445 70.80 27.18 WPP WPP 7.5 13 37.20 +3.22 1.3892 15.69 7.35 EmpireStateReal250 FISK 4.9 ... 8.60 +0.79 .105
52.89 34.37 ServiceCorp SCI 2.1 18 35.72 –0.24 .19 31.34 5.00 TalosEnergy TALO ... 10 10.20 +1.12 ... 188.96 105.08 UnionPacific UNP 2.5 18 156.64 +0.55 .97 14.43 1.94 WPX Energy WPX ... 9 5.43 +0.61 ... 15.81 6.13 EmpireStateReal60 OGCP 5.3 ... 8.00 –0.33 .105
58.78 17.63 ServiceMaster SERV ... 35 33.15 +3.93 ... 19.35 4.05 Tanger SKT 21.5 7 6.66 +1.02 .3575 18.13 6.39 Unisys UIS ... dd 11.87 +0.16 ... 16.70 6.26 WabashNational WNC 4.0 5 8.02 +0.58 .08 15.89 6.07 EmpireStateRealES ESBA 5.2 ... 8.01 +0.30 .105
362.95 213.99 ServiceNow NOW ... cc 339.51 +36.57 ... 36.06 10.18 Tapestry TPR .0 dd 15.16 +1.52 .3375 12.58 0.14 Unit UNT ... dd .30 +0.03 ... 81.75 35.07 Wabtec WAB .9 32 54.41 +0.97 .12 106.56 16.88 US Oil Fund USO ... ... 18.86 –1.70 ...
105.84 30.01 ShakeShack SHAK ... 82 51.70 +2.33 ... 43.47 3.66 TargaResources TRGP 3.4 dd 11.81 +2.09 .10 2.85 1.87 UnitedMicro UMC 2.7 20 2.43 –0.14 .0938 19.18 9.87 Waddell&ReedFin WDR 7.1 10 14.09 +1.89 .25 21.98 5.91 USBrentOilFd BNO ... ... 7.00 +0.37 ...
21.00 12.20 ShawComm B SJR 5.3 15 15.95 –0.29 .0707 130.24 70.03 Target TGT 2.4 17 108.23 +0.41 .66 13.51 5.00 UnitedNatFoods UNFI ... dd 11.20 –0.77 ... 79.74 24.55 Walker&Dunlop WD 3.9 7 37.21 +3.92 .36 33.82 8.19 USGasolineFd UGA ... ... 12.32 +0.97 ...
22.70 5.70 ShellMidstream SHLX 13.3 8 13.50 +0.02 .46 107.86 56.07 TaroPharm TARO ... 10 67.33 –0.10 ... 125.31 82.00 UPS B UPS 4.4 19 91.90 –8.28 1.01 133.38 98.85 Walmart WMT 1.8 24 122.92 –6.52 .54 23.40 11.53 US NatGas UNG ... ... 13.01 +0.03 ...
599.95 325.43 SherwinWilliams SHW 1.0 30 526.44 +20.38 1.34 15.20 3.92 TataMotors TTM ... dd 5.60 +0.73 ... 170.04 58.85 UnitedRentals URI ... 8 119.28 +13.23 ... 29.45 9.46 WarriorMetCoal HCC 1.8 3 11.39 +1.34 .05 10.39 7.10 US12mthNtlGas UNL ... ... 8.60 +0.18 ...
40.00 17.09 ShinhanFin SHG 4.7 2 24.40 +2.19 1.3575 53.40 26.24 TaubmanCtrs TCO 6.4 dd 41.97 +4.54 .675 61.11 28.59 US Bancorp USB 4.8 9 34.94 +0.94 .42 5.02 0.56 WashingtonPrime WPG 67.0 dd .75 +0.06 .125 23.85 9.50 US12moOilFd USL ... ... 10.43 +0.08 ...
M16 BARRON’S May 4, 2020

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.
120.99 80.06 CheckPoint CHKP ... 18 101.99 –2.38 ... 60.87 31.58 DentsplySirona XRAY 1.0 35 40.29 +0.98 .10
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 50.74 14.52 Cheesecake CAKE 7.2 7 20.13 +1.54 .36 47.43 24.35 Descartes DSGX ... 93 41.59 +2.15 ...
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. 42.06 3.55 ChefsWarehouse CHEF ... 16 12.66 +1.63 ... 2.10 0.22 DestinationXL DXLG ... dd .35 +0.07 ...
5.26 1.40 Amyris AMRS ... dd 2.49 –0.19 ... 19.79 6.24 BicycleTherap BCYC ... dd 12.63 –2.09 ... 54.07 6.16 ChemoCentryx CCXI ... dd 51.32 +0.33 ... 3.09 2.02 Deswell DSWL 3.3 14 2.40 +0.25 .08
A 127.30 79.08 AnalogDevices ADI 2.4 32 103.64 –2.28 .62 4.14 0.65 Big5SportingGds BGFV .0 3 1.20 +0.26 .05 50.03
9.25
21.75
2.88
ChemungFinl
Chiasma
CHMG
CHMA
4.0
... dd
8 25.90
4.97
–0.48
+0.38
.26
...
350.97
150.00
113.63
75.00
DexCom
DiamondHillInvt
DXCM
DHIL
...
.0
cc
9
341.52
105.96
+9.08
+3.33
...
9.00
79.09 10.00 AnaptysBio ANAB ... dd 15.28 –0.89 ... 30.50 13.23 Bilibili BILI ... dd 25.14 –2.60 ... 10.63 4.66 ChickenSoupA CSSE ... dd 8.88 +0.13 ... 114.14 14.55 DiamondbkEner FANG 3.7 29 40.28 +4.50 .375
60.00 40.48 AAON AAON .7 45 45.41 –2.26 .16 33.04 10.00 Andersons ANDE 4.3 30 16.13 +0.85 .175 229.00 155.17 Bio-Techne TECH .6 48 227.54 +25.69 .32 116.84 9.25 Children'sPlace PLCE .0 6 28.02 +3.22 .56 27.68 10.70 DicernaPharma DRNA ... dd 19.93 –1.92 ...
53.70 21.56 ACADIA Pharm ACAD ... dd 44.93 –6.00 ... 22.09 7.48 AngioDynamics ANGO ... 8 10.06 –0.49 ... 8.15 1.38 BioCryst BCRX ... dd 3.54 –0.02 ... 4.40 1.19 Chimerix CMRX ... dd 2.41 +0.97 ... 18.99 6.18 DigiIntl DGII ... 56 10.63 +0.29 ...
39.37 20.03 ACI Worldwide ACIW ... 47 26.48 +2.34 ... 75.72 22.01 AnikaTherap ANIK ... 17 32.31 –1.09 ... 7.21 2.85 BioDeliverySci BDSI ... dd 4.44 +0.08 ... 119.44 88.00 ChinaBiologic CBPO ... 29 105.14 –1.64 ... 66.50 9.92 Digimarc DMRC ... dd 15.90 +0.27 ...
10.14 4.07 AC Immune ACIU ... 10 6.82 –1.08 ... 12.18 5.22 AnPacBioMed ANPC ... ... 7.50 –0.70 ... 374.99 215.78 Biogen BIIB ... 9 293.09 –4.71 ... 12.00 3.65 ChinaFinance JRJC ... dd 4.67 –0.37 ... 8.84 2.27 Digirad DRAD ... dd 3.06 +0.04 ...
51.20 12.51 ACM Research ACMR ... 36 35.68 –0.82 ... 45.04 16.85 ApellisPharm APLS ... dd 32.02 –4.85 ... 99.60 62.88 BioMarinPharm BMRN ... cc 88.12 –9.19 ... 5.18 0.34 ChinaIndex CIH ... 3 1.05 –0.05 ... 22.50 11.43 DimeComBcshrs DCOM 3.5 17 15.95 +0.10 .14
5.48 1.45 ADMA Biologics ADMA ... dd 3.01 –0.05 ... 46.70 13.77 ApogeeEnt APOG 3.8 8 19.54 +0.79 .1875 105.00 12.53 BioNTech BNTX ... dd 45.11 –2.64 ... 2.79 0.32 ChinaInternet CIFS ... dd .51 +0.04 ... 59.70 30.51 Diodes DIOD ... 16 47.18 –0.65 ...
19.65 6.25 AGNC Invt AGNC 11.7 dd 12.27 +0.14 .12 4.08 1.24 ApolloEnd APEN ... dd 2.10 +0.03 ... 70.00 42.00 BioSpecificsTech BSTC ... 17 55.63 +0.05 ... 2.53 0.63 ChinaXDPlastics CXDC ... 1 .95 +0.06 ... 103.00 24.80 DiscoveryB DISCB ... 20 57.95 +23.96 ...
1.93 0.35 ALJ Regional ALJJ ... dd .45 –0.02 ... 18.33 5.20 ApolloInv AINV 21.1 9 8.55 +0.49 .45 55.85 27.35 BioTelemetry BEAT ... 55 45.51 +1.43 ... 24.83 13.92 ChipMOSTechs IMOS ... 86 19.60 +0.56 ... 33.66 17.12 DiscoveryA DISCA ... 8 21.67 +0.65 ...
13.53 4.41 AMAG Pharm AMAG ... dd 7.78 –0.27 ... 148.07 81.01 AppFolio APPF ... cc 107.80 +2.91 ... 43.49 17.63 BlackDiamond BDTX ... dd 34.49 –6.74 ... 167.53 52.90 ChurchillDowns CHDN .6 37 93.80 +6.53 .581 31.20 15.43 DiscoveryC DISCK ... 7 19.54 +0.40 ...
57.65 19.62 AMC Networks AMCX ... 4 24.04 +2.85 ... 63.77 29.07 Appian APPN ... dd 42.25 –0.11 ... 97.35 38.22 Blackbaud BLKB .0 cc 53.28 +4.66 .12 29.45 7.28 Chuy's CHUY ... 44 16.18 +1.54 ... 9.91 2.00 DiversifiedHlthcr DHC 1.3 dd 2.97 +0.34 .01
80.65 48.02 Amerisafe AMSF 1.7 14 62.50 +3.35 .27 327.85 170.27 Apple AAPL 1.1 23 289.07 +6.10 .77 74.44 38.32 BlackLine BL ... dd 59.66 +0.98 ... 4.44 1.22 CidaraTherap CDTX ... dd 2.77 +0.01 ... 2.09 0.34 DixieGroup DXYN ... 1 .70 +0.02 ...
16.67 7.47 A-MarkPrecMet AMRK ... 69 14.95 +0.80 ... 10.42 2.29 AppliedGenetic AGTC ... dd 3.95 +0.06 ... 6.30 1.47 BlackRockCapInvt BKCC 20.4 dd 2.74 +0.34 .14 145.09 40.80 Cimpress CMPR ... 8 66.19 +11.42 ... 111.36 43.13 DocuSign DOCU ... dd 103.52 –1.55 ...
18.62 4.10 ANGI Homesvcs ANGI ... cc 6.76 +0.86 ... 69.44 36.64 ApplMaterials AMAT 1.9 16 46.89 –4.85 .22 14.80 4.02 BlkRkTCPCap TCPC 17.6 16 8.17 +0.48 .36 118.19 60.00 CincinnatiFin CINF 3.9 cc 60.95 –17.58 .60 3.57 0.78 Dogness DOGZ ... 20 1.10 –0.06 ...
86.96 28.28 ANI Pham ANIP ... 79 38.79 –2.98 ... 15.98 5.00 AppliedOptoelec AAOI ... dd 10.11 +1.02 ... 24.29 4.54 BloominBrands BLMN 7.6 7 10.56 +1.17 .20 2.03 0.25 Cinedigm CIDM ... dd .50 –0.03 ... 119.71 60.20 DollarTree DLTR ... 22 77.39 +2.85 ...
299.06 174.25 Ansys ANSS ... 49 255.64 –3.81 ... 57.39 7.95 AppliedTherap APLT ... dd 36.63 –0.90 ... 37.17 8.66 Blucora BCOR ... 15 14.20 +0.80 ... 304.81 154.33 Cintas CTAS 1.2 24 211.81 +11.63 2.55
23.99 8.40 BlueBird BLBD ... 12 11.35 +0.17 ... 39.26 7.62 Domo DOMO ... dd 17.43 +1.04 ...
23.60 7.19 ARKRestaurants ARKR 8.9 9 11.20 +0.55 .25 53.11 15.10 ApreaTherap APRE ... ... 31.10 –2.65 ... 91.63 37.24 CirrusLogic CRUS ... 27 70.83 –0.41 ... 16.19 11.22 DonegalGroup A DGICA 4.1 15 14.46 –0.66 .15
319.22 186.31 ASML ASML .8 41 279.06 –12.78 1.2718 5.25 1.60 Aptinyx APTX ... dd 2.72 +0.05 ... 147.48 38.95 bluebirdbio BLUE ... dd 50.77 –7.81 ... 58.26 32.40 CiscoSystems CSCO 3.5 16 40.92 –1.60 .36
1.54 0.53 BlueknightEner BKEP 11.6 dd 1.38 –0.04 .04 14.80 10.51 DonegalGroup B DGICB 4.4 14 12.12 –1.85 .1325
3.24 0.61 ATA Creativity AACG ... dd .74 –0.01 ... 33.28 1.66 Aptorum APM ... ... 3.18 –0.33 ... 24.78 6.70 CitiTrends CTRN .0 8 11.00 +1.41 .08 21.46 8.52 DorchesterMnls DMLP 16.8 7 11.07 –0.64 .4779
79.64 37.01 ATN Intl ATNI 1.2 dd 57.37 –11.99 .17 8.59 2.92 ApyxMedical APYX ... dd 3.23 –0.14 ... 102.98 43.29 BlueprintMed BPMC ... dd 57.15 –13.54 ... 12.75 5.26 CtznCmntyBcp CZWI 2.7 8 7.90 +1.80 .21
23.38 6.66 BoingoWireless WIFI ... dd 13.52 +0.43 ... 89.65 44.49 DormanProducts DORM ... 24 61.70 +3.86 ...
11.20 2.23 AveoPharma AVEO ... dd 7.27 +3.15 ... 10.00 1.41 AquestiveTherap AQST ... dd 4.17 +0.62 ... 22.99 16.02 CitizensHolding CIZN 4.7 19 20.63 +1.96 .24 11.88 6.11 DouYuIntl DOYU ... cc 7.00 –0.27 ...
15.62 3.34 Aravive ARAV ... dd 11.21 –2.49 ... 2094.00 1107.29 BookingHldgs BKNG ... 13 1448.79 +86.02 ...
29.32 9.76 AVROBIO AVRO ... dd 13.15 –1.33 ...
13.08 5.18 BostonPrivFin BPFH 6.8 10 7.02 –0.16 .12 152.49 90.28 CitrixSystems CTXS 1.0 25 142.58 –3.46 .35 22.50 9.76 DraftKings DKNG ... cc 20.12 +0.77 ...
5.83 1.85 AXT AXTI ... dd 5.68 +1.43 ... 3.66 0.82 ArbutusBiopharma ABUS ... dd 1.07 –0.14 ... 83.07 54.03 CityHolding CHCO 3.5 11 64.71 +0.69 .57 9.79 0.80 DraftKingsWt DKNGW ... ... 8.41 +0.61 ...
285.77 119.01 Abiomed ABMD ... 41 183.49 +14.97 ... 32.46 13.54 ArcBest ARCB 1.5 14 20.72 +2.03 .08 57.22 27.82 Bottomline EPAY ... cc 39.81 +0.96 ...
12.53 5.10 Brainsway BWAY ... ... 8.55 +0.75 ... 15.10 7.88 Clarus CLAR 1.0 17 10.50 +1.28 .025 26.20 14.55 Dropbox DBX ... dd 19.60 –0.60 ...
69.00 44.38 AcaciaComms ACIA ... 88 67.73 –0.77 ... 48.32 22.54 ArchCapital ACGL ... 6 23.11 –0.53 ... 3.30 1.05 CleanEnerFuels CLNE ... 20 1.98 +0.08 ... 17.28 2.82 DuluthHoldings DLTH ... 7 3.96 +0.36 ...
3.50 1.75 AcaciaResearch ACTG ... dd 2.45 –0.14 ... 59.49 29.09 ArcoPlatform ARCE ... dd 50.76 +6.57 ... 34.25 17.17 BridgeBancorp BDGE 4.8 8 20.13 +1.07 .24
14.90 8.32 Clearfield CLFD ... 39 12.82 +0.33 ... 84.74 38.51 Dunkin' DNKN 2.6 21 62.03 +4.59 .4025
35.40 11.09 AcadiaHealthcare ACHC ... 18 22.47 +0.18 ... 41.09 5.70 ArcturusTherap ARCT ... dd 40.86 +18.29 ... 48.36 14.23 BridgeBioPharma BBIO ... dd 28.97 –2.12 ...
4.13 0.56 ClearsideBiomed CLSD ... dd 1.93 –0.27 ...
103.60 37.01 AcceleronPharma XLRN ... dd 88.72 –10.78 ... 40.88 17.10 ArcutisBiotherap ARQT ... ... 26.00 –3.61 ... 38.00 14.06 BridgfordFoods BRID ... 25 17.63 +0.30 ...
4.68 1.33 Accuray ARAY ... 87 2.30 +0.45 ... 8.82 2.10 Ardelyx ARDX ... dd 6.44 –1.09 ... 12.88
48.25
5.44
12.05
Brightcove
BrighthouseFin
BCOV
BHF
...
...
dd
dd
7.63
24.71
–1.31
+2.33
...
...
20.69
18.59
2.93
8.41
ClovisOncology
CoastalFinl
CLVS
CCB
...
...
dd
11
7.16
12.08
–1.87
–0.41
...
... E
3.70 0.70 AcelRxPharm ACRX ... dd 1.50 +0.06 ... 64.48 32.95 ArenaPharm ARNA ... 6 47.53 –4.03 ... 413.39 188.08 CocaColaCon COKE .4 cc 232.14 +4.29 .25
6.95 0.70 AclarisTherap ACRS ... dd 1.24 +0.16 ... 19.33 7.90 AresCapital ARCC 12.9 7 12.39 +0.74 .40 331.58 155.67 Broadcom AVGO 5.0 43 259.70 –5.11 3.25 11.51 4.30 ECMOHO MOHO ... 20 4.30 –0.24 ...
21.04 7.10 BrookfieldProp BPY 14.8 5 8.97 +0.73 .3325 20.82 8.43 Codexis CDXS ... dd 11.02 +0.19 ...
12.15 0.70 AcordaTherap ACOR ... dd .89 –0.14 ... 169.50 103.75 arGEN-X ARGX ... dd 145.52 –0.56 ... 23.60 11.80 CodorusValleyBncp CVLY 4.8 12 13.32 +0.92 .16 5.39 1.46 EDAP TMS EDAP ... 37 2.24 +0.04 ...
68.32 41.84 ActivisionBliz ATVI .6 33 64.72 –1.93 .41 38.31 20.79 ArrowFinancial AROW 3.8 11 27.69 +1.58 .26 21.05 7.15 BrookfieldPropREIT BPYU 14.5 dd 9.16 +0.85 .3325 17.73 9.70 ESSA Bancorp ESSA 3.9 9 11.42 +0.53 .11
16.96 9.29 BrooklineBcp BRKL 4.9 16 9.39 –1.21 .115 92.96 53.24 CogentComm CCOI 3.1 cc 82.14 –5.45 .66
7.78 1.90 AdamasPharm ADMS ... dd 3.18 –0.13 ... 73.72 17.51 ArrowheadPharm ARWR ... 60 32.56 –6.33 ...
50.35 21.19 Brooks Auto BRKS 1.1 78 35.18 +0.30 .10 59.14 35.20 Cognex CGNX .4 48 52.41 +3.61 .055 57.30 25.76 E*TRADE ETFC 1.4 11 39.44 +0.78 .14
6.00 0.71 AdaptimmuneTher ADAP ... dd 3.35 –0.10 ... 39.60 30.01 ArtesianRscs A ARTNA 2.9 21 34.32 +0.22 .2496 71.48 40.01 CognizantTech CTSH 1.6 17 56.50 +2.69 .22 31.93 10.12 EVO Payments EVOP ... dd 19.22 +2.76 ...
55.12 15.19 AdaptiveBiotech ADPT ... dd 30.52 +1.42 ... 58.00 15.19 Arvinas ARVN ... dd 51.24 –1.14 ... 54.49 30.78 Bruker BRKR .4 29 37.10 +0.22 .04 4.95 2.00 EXFO EXFO ... dd 2.45 +0.26 ...
41.41 22.20 BrynMawrBank BMTC 3.7 15 27.98 +1.47 .26 178.08 78.21 Coherent COHR ... cc 123.25 +4.80 ...
104.56 43.13 AddusHomeCare ADUS ... 55 80.45 +3.29 ... 30.00 0.91 AscenaRetail ASNA ... dd 1.43 +0.30 ...
28.43 9.00 BuildersFirstSrc BLDR ... 10 17.24 +2.51 ... 23.91 10.86 CoherusBioSci CHRS ... 14 16.03 –1.30 ... 22.98 11.74 EagleBncpMT EBMT 2.2 8 17.50 +1.20 .095
6.49 1.23 ADDvantage AEY ... dd 2.30 –0.14 ... 145.59 90.06 AscendisPharma ASND ... dd 128.36 –1.14 ... 26.43 8.89 Cohu COHU 1.6 dd 15.20 +0.30 .06 5.74 1.45 EagleBulkShip EGLE ... dd 1.62 +0.14 ...
386.75 255.13 Adobe ADBE ... 52 343.84 –0.26 ... 2.28 0.89 AsiaPacificWire APWC ... dd 1.03 –0.05 ... 26.64 9.17 BusFirstBcshs BFST 3.1 8 12.96 +0.44 .10 64.94 33.80 EaglePharm EGRX ... 52 52.16 +0.78 ...
30.24 13.26 CollectorsUniv CLCT 3.2 16 22.00 +3.12 .175
17.29 4.80 Adtran ADTN 3.6 dd 9.98 +0.41 .09 8.18 0.35 AslanPharm ASLN ... dd 1.64 +0.01 ... 25.59 10.01 CollegiumPharm COLL ... dd 18.41 –2.15 ... 52.97 22.55 EastWestBncp EWBC 3.2 8 33.87 +3.50 .275
4.59 0.90 AduroBiotech ADRO ... dd 2.78 –0.38 ... 10.27
142.89
3.58
73.07
AspenGroup
AspenTech
ASPU
AZPN
...
...
dd
26
6.95
95.04
–0.29
+0.59
...
...
C 92.07 33.93 ColliersIntl CIGI .2 19 49.90 –0.34 .05 31.97 16.75 Eastern EML 2.3 8 18.84 –0.54 .11
.16
15.34 4.45 AdvEmissions ADES 14.2 4 7.06 +0.42 .25 17.75 9.55 ColonyBankcorp CBAN 3.4 12 11.69 +0.91 .10 42.00 26.02 eBay EBAY 1.6 7 39.25 –0.10
78.49 33.38 AdvEnergyInds AEIS ... 31 53.12 +3.94 ... 25.07 8.13 AssemblyBiosci ASMB ... dd 17.01 –1.19 ... 13.15 8.42 Cadiz CDZI ... dd 10.62 –1.64 ... 41.40 21.88 ColumbiaBanking COLB 4.6 9 24.31 –0.65 .28 53.94 8.75 Ebix EBIX 1.6 6 19.09 +1.67 .075
59.27 26.03 AdvMicroDevices AMD ... cc 49.88 –6.30 ... 4.92 0.55 AssertioTherap ASRT ... dd .83 –0.02 ... 57.61 28.00 C&F Fin CFFI 4.4 6 34.50 +4.39 .38 17.34 12.00 ColumbiaFin CLBK ... 33 13.91 –0.11 ... 24.50 14.17 EchoGlobalLog ECHO ... 55 17.12 +1.15 ...
3.77 0.21 Advaxis ADXS ... dd .65 +0.06 ... 11.82 4.46 AstaFunding ASFI ... 11 11.35 +0.03 ... 30.95 16.25 CB FinSvcs CBFV 4.3 9 22.37 +3.68 .24 109.44 51.82 ColumbiaSportswr COLM .0 18 66.99 –2.73 .26 45.15 24.51 EchoStar SATS ... dd 30.31 –0.57 ...
16.81 4.96 AdverumBiotech ADVM ... dd 12.00 –0.96 ... 46.37 25.17 AstecIndustries ASTE 1.1 39 38.37 +2.33 .11 31.73 12.50 CBTX CBTX 2.3 9 17.61 +0.77 .10 43.09 19.20 ColumbusMcKinn CMCO .9 9 26.17 +1.84 .06 34.37 14.01 EditasMedicine EDIT ... dd 22.20 –2.81 ...
23.65 13.26 Aegion AEGN ... dd 14.72 +0.57 ... 44.34 6.99 Astronics ATRO ... 6 8.82 +0.84 ... 57.00 29.12 CDK Global CDK 1.6 99 37.70 +2.99 .15 47.74 31.71 Comcast A CMCSA 2.5 15 36.98 –0.18 .23 9.12 3.02 EducDev EDUC 3.9 8 5.18 +0.33 .05
9.10 3.50 AegleaBioTherap AGLE ... dd 7.50 +1.83 ... 27.96 5.29 AstroNova ALOT 4.1 29 6.87 +0.98 .07 146.09 73.39 CDW CDW 1.4 21 106.82 +2.05 .38 71.92 45.51 CommerceBcshrs CBSH 1.9 18 58.22 +2.97 .27 16.24 7.84 EHang EH ... ... 11.00 –1.80 ...
1.72 0.37 Aemetis AMTX ... dd .85 +0.29 ... 36.55 4.52 AtaraBiotherap ATRA ... dd 7.92 –0.94 ... 9.11 1.24 CommVehicle CVGI ... 3 2.15 +0.59 ... 152.19 52.71 eHealth EHTH ... 36 106.43 –2.88 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

36.62 20.45 CEVA CEVA ... ... 29.96 +0.81 ...


44.13 10.80 AeriePharm AERI ... dd 14.30 ... ... 21.11 5.63 Athenex ATNX ... dd 8.64 –0.49 ... 91.23 56.94 CH Robinson CHRW 2.9 20 70.83 –1.45 .51 24.26 5.50 CommScope COMM ... dd 10.27 –0.39 ... 66.56 23.41 EidosTherap EIDX ... dd 41.36 –10.63 ...
72.70 45.00 AeroVironment AVAV ... 49 59.22 +3.55 ... 2.95 1.46 AtlanticAmerican AAME ... dd 1.78 +0.15 ... 69.31 6.27 CimComm CMCT 3.1 0 9.69 +0.64 .075 9.90 2.66 CommsSystems JCS 1.4 8 5.53 +0.32 .02 15.82 4.55 EigerBioPharma EIGR ... dd 7.22 –0.83 ...
12.56 6.03 AestheticMed AIH ... dd 8.97 +0.37 ... 20.21 8.89 AtlCapitalBcshs ACBI ... 22 12.10 +1.10 ... 8.86 1.62 CLPS CLPS ... 55 1.92 –0.09 ... 47.54 27.69 CmntyTrBcp CTBI 4.6 10 33.12 +1.91 .38 47.25 14.00 89bio ETNB ... ... 23.65 –2.40 ...
3.74 1.42 Affimed AFMD ... dd 2.03 –0.21 ... 40.20 18.84 AtlUnionBkshs AUB 4.5 11 22.46 +0.74 .25 225.36 131.80 CME Group CME 2.0 26 173.65 –9.07 .85 11.86 5.27 CommWestBcshs CWBC 2.7 7 6.61 +0.81 .045 16.65 6.15 ElPolloLoco LOCO ... 18 13.65 +2.85 ...
34.87 13.98 Afya AFYA ... 46 20.25 +3.00 ... 32.50 17.74 AtlanticaYield AY 6.9 38 23.30 –0.55 .41 33.78 14.83 CNB FinPA CCNE 3.9 7 17.38 +1.18 .17 53.54 24.26 CommVaultSys CVLT ... dd 41.47 –1.65 ... 167.75 110.00 ElbitSystems ESLT 1.3 26 132.67 +5.02 .44
37.17 12.61 Agilysys AGYS ... dd 18.06 +0.61 ... 18.28 3.22 Atlanticus ATLC ... 9 15.50 +2.74 ... 58.19 21.96 CRA Intl CRAI 2.3 16 40.58 +3.34 .23 15.30 2.73 Compugen CGEN ... dd 13.86 –0.99 ... 70.74 6.02 EldoradoResorts ERI ... 18 18.84 +1.02 ...
55.11 27.77 AgiosPharm AGIO ... dd 37.01 –9.49 ... 47.03 14.97 AtlasAir AAWW ... dd 31.95 +2.23 ... 74.00 32.30 CRISPR Therap CRSP ... 64 48.46 –5.55 ... 35.78 16.93 ComputerPrograms CPSI 1.7 16 23.10 +0.01 .10 6.31 0.32 electroCore ECOR ... dd .94 –0.12 ...
3.25 1.00 AgroFresh AGFS ... dd 1.92 +0.09 ... 14.14 5.00 AtlasTech ATCX ... dd 9.09 –0.39 ... 58.69 36.33 CSG Systems CSGS 2.0 19 48.19 +1.16 .235 6.48 2.86 ComputerTask CTG ... 12 3.96 –0.08 ... 118.69 85.69 ElectronicArts EA ... 12 113.27 –3.04 ...
0.08 ... AgroFresh Wt AGFSW ... ... .01 ... ... 1.40 0.40 AtlasTechWt ATCXW ... ... .50 ... ... 3.98 0.35 CSI Compressco CCLP 8.0 dd .50 +0.03 .01 12.82 1.43 comScore SCOR ... dd 2.99 +0.60 ... 13.37 1.44 EloxxPharm ELOX ... dd 2.78 +0.25 ...
37.00 10.09 AimmuneTherap AIMT ... dd 16.41 –1.23 ... 158.98 106.11 Atlassian TEAM ... dd 154.59 +2.27 ... 15.85 4.51 CSP CSPI 5.9 dd 10.17 –1.08 .15 38.00 11.48 ComtechTel CMTL 2.2 19 18.21 +1.16 .10 3.95 1.46 Emcore EMKR ... dd 2.61 ... ...
24.50 9.41 AirT AIRT ... 17 11.60 +0.10 ... 29.35 9.51 Atreca BCEL ... dd 17.13 –1.29 ... 81.06 50.13 CSW Industrials CSWI .8 22 64.62 –1.17 .135 13.09 5.36 ConcertPharm CNCE ... dd 8.36 –3.06 ... 6.34 1.26 EmmisComm EMMS ... dd 1.45 –0.37 ...
0.30 0.03 AirT Wt AIRTW ... ... .07 ... ... 44.51 22.57 AtriCure ATRC ... dd 43.56 +5.32 ... 80.73 46.81 CSX CSX 1.6 16 65.00 +1.18 .26 13.14 1.54 Conduent CNDT ... dd 2.38 +0.55 ... 101.27 38.40 EnantaPharma ENTA ... 29 47.48 –6.12 ...
25.60 13.20 AirTransportSvcs ATSG ... dd 20.22 +0.50 ... 922.80 579.00 Atrion ATRI 1.0 32 633.91 –21.85 1.55 22.23 14.92 CVB Fin CVBF 3.6 14 20.01 +0.73 .18 4.83 0.50 Conformis CFMS ... dd .77 +0.09 ... 40.16 15.27 EncoreCapital ECPG ... 4 23.56 –0.15 ...
108.25 73.19 AkamaiTech AKAM ... 32 95.86 –6.92 ... 61.60 22.51 AuburnNatlBncp AUBN 2.3 16 43.50 +1.88 .255 19.63 5.51 CabalettaBio CABA ... ... 7.20 +0.81 ... 4.70 2.00 Conifer CNFR ... dd 3.36 –0.24 ... 62.08 38.01 EncoreWire WIRE .2 15 45.37 +1.10 .02
26.44 8.00 AkceaTherap AKCA ... 58 15.13 –2.87 ... 31.49 9.00 AudioCodes AUDC .8 cc 31.28 +8.22 .13 169.13 85.26 CabotMicro CCMP 1.5 55 119.55 +8.04 .44 26.50 8.86 ConnectOneBncp CNOB 2.5 8 14.29 +0.76 .09 8.55 1.97 EndoIntl ENDP ... dd 4.43 +0.31 ...
10.53 2.99 AkebiaTherap AKBA ... dd 7.98 +0.27 ... 21.93 3.52 AuriniaPharm AUPH ... dd 15.69 –0.39 ... 82.78 51.39 CadenceDesign CDNS ... 21 75.84 –4.68 ... 27.57 2.83 Conn's CONN ... 4 6.26 +1.93 ... 8.14 0.60 Endologix ELGX ... dd .89 –0.02 ...
34.00 10.78 AkeroTherap AKRO ... dd 21.09 +1.59 ... 8.95 1.50 AuroraMobile JG ... dd 2.30 –0.08 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

14.74 3.22 CaesarsEnt CZR ... dd 9.34 +0.47 ... 7.51 3.24 ConsldComm CNSL ... cc 5.66 –0.12 ... 6.19 1.31 EnduranceIntl EIGI ... dd 2.32 –0.31 ...
5.46 0.18 Akorn AKRX ... dd .25 –0.04 ... 211.58 125.38 Autodesk ADSK ... cc 174.90 –5.45 ... 17.85 7.65 Caesarstone CSTE .0 27 10.10 +0.87 .15 18.83 12.00 ConsldWater CWCO 2.3 26 14.73 –0.12 .085 12.04 6.11 EnergyRecovery ERII ... 50 7.78 +0.18 ...
71.50 32.00 Alarm.com ALRM ... 39 41.83 –3.91 ... 26.83 3.00 AutolusTherap AUTL ... dd 9.00 –1.24 ... 46.65 30.74 Cal-MaineFoods CALM ... dd 42.45 +0.78 ... 59.49 6.01 ConstellPharm CNST ... dd 35.75 –1.55 ... 59.15 12.93 EnphaseEnergy ENPH ... 36 43.25 +5.52 ...
2.28 1.44 AlaskaCommSys ALSK .0 22 1.98 +0.02 .09 182.32 103.11 ADP ADP 2.6 24 140.42 +1.19 .91 14.11 3.70 CalAmp CAMP ... dd 6.45 +0.60 ... 20.79 11.20 ConstructionPtrs ROAD ... 20 17.21 +0.08 ... 58.92 24.06 EnsignGroup ENSG .5 18 36.46 +0.06 .05
35.93 13.64 Alector ALEC ... dd 24.18 –1.14 ... 13.49 1.09 AvadelPharm AVDL ... dd 9.20 –0.63 ... 100.58 48.31 CalavoGrowers CVGW 2.0 31 55.83 –4.45 1.10 4.30 1.00 ConsumerPtfo CPSS ... 5 2.91 +0.09 ... 213.99 94.58 EnstarGroup ESGR ... 3 141.10 +2.04 ...
137.52 72.67 AlexionPharm ALXN ... 10 103.91 –4.21 ... 15.27 7.10 AviatNetworks AVNW ... 8 9.33 +0.03 ... 21.00 9.11 CaliforniaBncp CALB ... 19 15.99 +2.39 ... 104.88 55.69 Copart CPRT ... 26 78.55 +4.72 ... 9.25 1.75 EntasisTherap ETTX ... dd 2.73 +0.04 ...
38.25 22.55 Alico ALCO 1.2 5 29.61 +1.81 .09 10.79 5.36 AvidTechnology AVID ... 39 6.46 –0.40 ... 8.18 2.45 CalitheraBiosci CALA ... dd 6.42 –0.13 ... 40.95 20.94 Core-Mark CORE 1.7 23 28.18 +0.30 .12 59.05 33.75 Entegris ENTG .6 25 51.70 +0.49 .08
334.64 127.88 AlignTech ALGN ... 9 203.26 +11.29 ... 52.98 6.35 AvisBudget CAR ... 3 13.90 +0.82 ... 5.00 0.82 CalumetSpecialty CLMT ... dd 1.76 +0.14 ... 64.45 22.22 CornerstoneOnDem CSOD ... dd 32.47 +1.78 ... 34.75 20.50 EnterpriseBncp EBTC 3.0 9 23.21 +0.02 .175
15.45 ... AlimeraSciences ALIM ... dd 5.56 +0.85 ... 47.27 17.85 Avnet AVT 2.8 dd 29.79 +1.65 .21 16.48 2.40 Calyxt CLXT ... dd 4.06 –0.25 ... 73.84 19.35 Cortexyme CRTX ... dd 44.48 –0.31 ... 48.81 24.13 EnterpriseFinSvcs EFSC 2.4 9 29.95 +2.66 .18
28.93 11.98 Alkermes ALKS ... dd 13.31 –2.76 ... 3.75 2.02 Aware AWRE ... dd 2.44 –0.11 ... 11.75 3.60 CambiumNtwks CMBM ... dd 5.27 –0.30 ... 96.45 48.16 Corvel CRVL ... 20 51.32 +1.97 ... 27.82 9.74 Epizyme EPZM ... dd 15.75 –2.33 ...
139.99 30.32 Allakos ALLK ... dd 60.16 –9.75 ... 29.24 12.99 AxcelisTechs ACLS ... 45 22.48 +0.79 ... 48.48 26.00 CamdenNational CAC 4.0 9 32.62 +4.03 .33 8.10 1.01 CorvusPharm CRVS ... dd 2.15 –0.53 ... 99.63 42.53 ePlus PLUS ... 13 69.33 +5.28 ...
38.95 20.88 AllegianceBcshs ABTX 1.6 12 24.48 +1.80 .10 15.99 2.25 AxcellaHealth AXLA ... dd 4.83 +0.46 ... 14.24 6.27 Camtek CAMT .0 18 9.78 –0.08 .17 746.70 482.10 CoStar CSGP ... 75 622.61 +29.01 ... 4.35 2.32 EpsilonEnergy EPSN ... 9 2.92 +0.11 ...
183.26 60.06 AllegiantTravel ALGT .0 5 73.83 +4.25 .70 90.10 49.80 AxonEnterprise AAXN ... cc 69.52 –2.32 ... 13.00 2.53 Canaan CAN ... dd 4.60 +0.37 ... 325.26 233.05 Costco COST .9 35 301.92 –8.63 .70 8.03 2.20 Equillium EQ ... dd 2.52 –0.33 ...
6.52 0.53 AllenaPharm ALNA ... dd 1.49 –0.25 ... 43.37 15.25 AxonicsModul AXNX ... dd 31.15 –3.78 ... 25.35 12.00 CanadianSolar CSIQ ... 6 17.14 +0.28 ... 27.98 13.55 CountyBancorp ICBK 1.5 8 19.30 +0.78 .07 715.75 464.40 Equinix EQIX 1.6 cc 670.85 –14.25 2.66
19.43 2.70 AllianceResource ARLP .0 1 3.62 +0.27 .40 9.36 1.41 AxovantGene AXGT ... dd 3.19 –0.35 ... 14.95 7.80 CanterburyPark CPHC .0 16 9.55 –0.10 .07 180.54 97.55 CoupaSoftware COUP ... dd 171.24 +7.97 ... 31.91 13.63 EquityBcshs EQBK ... 9 17.83 +0.95 ...
60.28 37.66 AlliantEnergy LNT 3.2 20 47.25 –2.73 .38 109.94 13.64 AxsomeTherap AXSM ... dd 90.13 +13.73 ... 15.07 6.98 CapitalBancorp CBNK ... 9 11.13 +0.80 ... 19.28 6.54 CovenantTranspt CVTI ... 20 9.00 +1.59 ... 270.23 130.20 ErieIndemnity A ERIE 2.2 28 172.44 –0.88 .965
49.98 19.00 AlliedMotionTech AMOT .4 16 28.42 +1.55 .03 30.95 15.61 CapitalCityBank CCBG 2.7 12 21.12 +2.42 .14 33.50 4.05 Covetrus CVET ... dd 10.92 +2.15 ... 12.00 3.50 ErytechPharma ERYP ... dd 9.85 +4.54 ...
33.80
13.05
17.43
6.44
AllogeneTherap
Allot
ALLO
ALLT
...
...
dd
dd
28.45
10.79
–1.15
–0.37
...
... B 14.20
22.90
5.18
7.39
CapitalProduct
CapitalSouthwest
CPLP
CSWC
15.0
12.9
dd
17
9.36
12.54
–0.58
–0.60
.35
.10
18.36
180.93
5.75
53.61
Cowen
CrackerBarrel
COWN
CBRL
1.5
.0
dd
10
10.77
93.73
+1.33
+5.14
.04
1.30
12.10
76.98
4.69
24.82
Escalade
EsperionTherap
ESCA
ESPR
6.4
...
13
dd
7.80
37.45
+0.25
–2.68
.125
...
12.02 4.56 AllscriptsHlthcr MDRX ... dd 6.19 –0.03 ... 9.99 2.50 CapitalaFinance CPTA 25.4 dd 3.93 +0.11 .0833 17.19 7.11 CraftBrewAlliance BREW ... dd 15.04 –0.23 ... 10.20 2.50 EtonPharm ETON ... dd 5.17 +0.46 ...
147.41 65.81 AlnylamPharm ALNY ... dd 128.97 –16.66 ... 5.72 1.51 BBQ Holdings BBQ ... dd 2.65 +0.47 ... 14.57 10.01 CapitolFedFin CFFN 2.9 22 11.70 +0.12 .085 500.93 199.00 CreditAcceptance CACC ... 9 301.80 +30.02 ... 71.80 29.95 Etsy ETSY ... 86 64.44 –1.75 ...
14.50 5.82 Alpha&OmegaSem AOSL ... cc 11.23 +0.86 ... 14.96 8.51 BCB Bancorp BCBP 5.7 10 9.90 +0.51 .14 17.48 7.44 CapStarFin CSTR 1.8 11 10.99 +1.42 .05 68.83 27.77 Cree CREE ... dd 39.79 +1.75 ... 171.25 61.27 EuronetWorldwide EEFT ... 16 90.69 +7.49 ...
1530.74 1008.87 Alphabet A GOOGL ... 27 1317.32 +40.72 ... 2.06 0.52 BCommunications BCOM ... dd 1.07 +0.05 ... 27.55 8.88 CaraTherap CARA ... dd 14.24 –1.60 ... 17.99 6.21 CrescentCapBDC CCAP 15.9 6 10.30 +0.64 .41 10.09 3.01 EveloBiosci EVLO ... dd 5.35 +0.17 ...
1532.11 1013.54 Alphabet C GOOG ... 27 1320.61 +41.30 ... 11.68 3.31 BELLUS Health BLU ... dd 9.77 +0.22 ... 55.22 26.00 CardiovascularSys CSII ... dd 40.30 –0.86 ... 11.39 2.32 Cresud CRESY ... ... 2.95 +0.05 ... 3.75 0.67 Ever-Glory EVK ... 10 .82 +0.08 ...
7.93 2.19 Alphatec ATEC ... dd 4.45 +0.62 ... 6.15 2.07 BGC Partners BGCP 19.2 18 2.92 +0.11 .14 107.50 15.64 Cardlytics CDLX ... dd 44.76 +2.40 ... 28.81 10.63 CrineticsPharm CRNX ... dd 16.32 –1.41 ... 133.62 59.85 Everbridge EVBG ... dd 108.80 –10.46 ...
6.49 2.05 AlpineImmune ALPN ... dd 2.80 –0.50 ... 53.00 6.01 BJsRestaurants BJRI 2.6 9 19.92 +3.43 .13 47.41 15.71 Cardtronics CATM ... 20 20.60 +0.92 ... 21.20 5.89 Criteo CRTO ... 7 9.51 –0.14 ... 48.23 8.65 EverQuote EVER ... dd 38.05 –0.82 ...
43.28 23.04 AltairEngg ALTR ... dd 31.09 +0.94 ... 31.67 13.38 BMC Stock BMCH ... 12 20.16 +2.79 ... 41.27 13.04 CareDx CDNA ... dd 26.85 +1.97 ... 43.79 8.40 Crocs CROX ... 15 22.07 +0.56 ... 8.37 1.75 EverspinTech MRAM ... dd 3.24 +0.54 ...
4.45 1.51 Altimmune ALT ... dd 2.96 –0.20 ... 88.50 34.57 BOK Fin BOKF 4.1 8 49.55 +3.33 .51 25.54 7.16 CareTrustREIT CTRE 6.4 31 15.71 +0.70 .25 17.86 4.00 Cronos CRON ... 5 5.64 –0.56 ... 1.90 0.75 Evogene EVGN ... dd 1.12 +0.07 ...
25.11 6.00 AltisourcePortf ASPS ... dd 8.00 +1.25 ... 18.50 8.35 BRP Group BRP ... ... 10.38 +0.73 ... 42.82 14.25 CarGurus CARG ... 62 22.98 +3.03 ... 13.42 5.31 CrossCtyHlthcr CCRN ... dd 6.42 +0.43 ... 25.34 3.12 Evolus EOLS ... dd 3.82 –0.44 ...
38.43 12.00 AltraIndlMotion AIMC .6 dd 25.55 +6.07 .04 56.89 12.97 BRP DOOO .0 9 27.36 +5.17 .0762 34.98 15.21 Carlyle CG 5.6 8 22.18 –0.40 .25 15.50 5.66 CrossFirstBkshs CFB ... 14 9.24 +0.85 ... 29.86 11.40 Exagen XGN ... dd 15.62 –0.34 ...
5.59 0.53 AltusMidstream ALTM ... dd .65 –0.05 ... 30.17 12.94 B RileyFin RILY 5.5 6 18.14 +0.59 .10 10.65 0.98 CarrolsRestr TAST ... dd 3.44 +0.48 ... 101.88 31.95 CrowdStrike CRWD ... dd 69.21 –2.79 ... 27.66 13.67 Exelixis EXEL ... 24 24.10 –2.43 ...
20.00 7.90 AmalgamBank AMAL 2.9 8 10.85 +0.58 .08 168.34 82.00 Baidu BIDU ... cc 96.02 –4.93 ... 24.25 6.44 CarterBk&Tr CARE .0 10 8.85 +0.49 .14 6.99 3.32 CumberlandPharm CPIX ... dd 3.91 –0.04 ... 51.18 29.28 Exelon EXC 4.3 12 35.80 –0.80 .3825
26.12 3.95 Amarin AMRN ... dd 7.34 –0.19 ... 113.93 78.30 Balchem BCPC .6 36 87.24 –4.47 .52 8.03 1.85 CasaSystems CASA ... dd 4.67 ... ... 19.18 3.23 CumulusMedia CMLS ... 1 4.10 +0.18 ... 79.78 40.61 ExlService EXLS ... 32 61.41 +5.21 ...
2475.00 1626.03 Amazon.com AMZN ... cc 2286.04 –124.18 ... 14.20 3.22 BallardPower BLDP ... dd 9.34 –0.75 ... 56.14 34.35 CasellaWaste CWST ... 69 44.97 +1.81 ... 2.90 0.62 Curis CRIS ... dd .85 +0.08 ... 9.53 3.55 ExOne XONE ... dd 7.30 +0.70 ...
73.59 36.02 Ambarella AMBA ... dd 49.00 –3.05 ... 63.96 26.00 BancFirst BANF 3.4 10 37.54 +1.82 .32 181.99 114.01 CaseysGenStores CASY .9 24 149.75 –4.02 .32 39.15 9.07 Cutera CUTR ... dd 13.09 –0.36 ... 12.55 6.51 eXpWorld EXPI ... dd 8.84 +0.38 ...
77.29 44.05 Amdocs DOX 2.1 18 63.12 +1.29 .3275 92.15 42.61 Bandwidth BAND ... dd 89.22 +9.02 ... 60.97 28.85 CassInfoSys CASS 2.8 19 37.99 +1.87 .27 148.74 69.51 CyberArkSoftware CYBR ... 59 96.36 +1.66 ... 144.00 40.76 Expedia EXPE 2.0 18 67.29 +0.72 .34
218.44 106.65 Amedisys AMED ... 48 183.83 –2.67 ... 34.34 14.20 BankOZK OZK 5.1 8 21.32 +1.54 .27 39.77 15.26 CastleBiosci CSTL ... dd 28.34 –1.11 ... 28.75 11.55 CyberOptics CYBE ... cc 24.29 –0.87 ... 81.64 52.55 ExpeditorsIntl EXPD 1.4 21 71.36 –0.57 .50
23.59 10.95 AmerantBancorpA AMTB ... 14 13.27 +0.85 ... 12.31 5.68 BankofCommerce BOCH 2.6 10 7.70 +0.35 .05 8.90 2.74 CatabasisPharm CATB ... dd 5.42 –0.09 ... 17.46 1.69 CyclerionTherap CYCN ... dd 3.62 +0.01 ... 82.82 54.38 Exponent EXPO 1.1 44 67.00 –3.42 .19
17.50 8.01 AmerantBancorpB AMTBB ... 9 9.00 +0.21 ... 32.25 17.51 BankofPrinceton BPRN 2.1 10 19.50 –0.13 .10 38.91 17.58 CathayGenBncp CATY 4.7 8 26.19 +2.31 .31 13.32 1.21 CymaBayTherap CBAY ... dd 1.69 +0.03 ... 18.43 5.35 ExtendedStayAmer STAY 8.8 29 10.51 +0.24 .23
426.50 222.34 Amerco UHAL .0 17 270.50 +17.96 .50 20.04 5.58 Bank7 BSVN 4.1 12 9.66 +2.63 .10 236.10 99.58 CavcoIndustries CVCO ... 17 149.17 +12.04 ... 79.73 43.72 CyrusOne CONE 2.9 dd 69.70 –3.05 .50 4.64 0.21 ExtractionOil XOG ... dd .49 +0.08 ...
8.18 3.76 AmerFirstMultifam ATAX 9.9 12 5.04 +0.01 .125 15.50 6.73 BankFinancial BFIN 5.0 12 7.98 –0.01 .10 9.84 3.53 CECO Env CECE ... 10 5.20 +0.52 ... 16.96 7.73 Cytokinetics CYTK ... dd 14.49 –1.19 ... 8.50 1.43 ExtremeNetworks EXTR ... dd 3.20 +0.13 ...
34.99 9.09 AmerAirlines AAL 3.8 dd 10.64 +0.33 .10 30.09 12.07 BankwellFin BWFG 4.1 8 13.81 –0.88 .14 20.40 7.32 Cellectis CLLS ... dd 12.06 ... ... 12.63 3.60 CytomXTherap CTMX ... dd 11.21 +1.91 ... 2.69 0.70 EyePointPharm EYPT ... dd .94 +0.08 ...
15.18 4.20 AmericanFin AFIN 11.6 dd 7.35 +1.02 .0708 60.21 27.12 Banner BANR 4.4 10 37.16 +4.02 .41 18.99 10.98 CellularBiomed CBMG ... dd 13.74 –0.91 ... 10.99 3.41 Ezcorp EZPW ... 40 5.18 +0.03 ...
D
41.50 18.53 AmNtlBcsh AMNB 4.2 12 25.43 +2.59 .27 56.47 22.19 Baozun BZUN ... 42 28.66 –1.52 ... 21.14 4.10 Celyad CYAD ... dd 9.66 +0.96 ...
.82 .14
126.97
10.94
63.93
5.41
AmericanNatlIns
AmerOutdoor
ANAT
AOBC
4.2
... 35
3 77.54
9.40
+3.03
–0.24 ...
95.64
18.91
27.25
4.25
BarrettBus
BassettFurniture
BBSI
BSET
2.6
.0 dd
7 46.75
6.33
+5.28
+0.10
.30
.125
26.79
28.71
14.29
7.80
CenterStateBank
Centogene
CSFL
CNTG
3.5
...
9
...
15.95
18.87
+0.18
+0.21 ... F
34.23 18.47 AmericanPubEdu APEI ... 40 24.58 +1.67 ... 24.89 10.65 BayCom BCML ... 10 12.45 +1.49 ... 5.03 1.80 CentralEurMedia CETV ... 13 4.01 +0.02 ... 13.49 2.02 DBV Tech DBVT ... dd 5.94 +0.64 ...
16.43 8.00 AmRvrBksh AMRB 2.9 10 9.50 –0.06 .07 40.00 11.67 BeaconRoof BECN ... dd 20.44 +2.75 ... 34.69 22.40 CentralGarden CENT ... 22 32.64 +1.03 ... 6.68 0.71 DIRTT Envl DRTT ... dd 1.23 +0.19 ... 64.99 35.15 FARO Tech FARO ... dd 52.60 +2.98 ...
19.82 9.05 AmerSoftware AMSWA 2.8 63 15.91 +0.19 .11 31.80 13.00 BeamTherap BEAM ... ... 15.38 –2.77 ... 32.29 20.51 CentralGardenA CENTA ... 20 30.22 +0.71 ... 44.48 17.09 DISH Network DISH ... 9 23.99 +0.59 ... 155.17 79.78 F5Networks FFIV ... 24 135.30 +7.98 ...
11.86 4.40 AmerSupercond AMSC ... dd 5.68 +0.30 ... 4.15 1.28 BeasleyBroadcast BBGI 8.2 5 2.45 +0.05 .05 8.52 2.91 CenturyAluminum CENX ... dd 4.55 +0.49 ... 76.68 20.15 DMC Global BOOM .0 16 24.51 –0.34 .125 60.89 30.00 FRP Holdings FRPH ... 26 43.00 +0.60 ...
117.70 35.30 AmericanWoodmark AMWD ... 10 50.53 +7.57 ... 17.79 3.43 BedBath BBBY .0 dd 5.64 +0.40 .17 95.70 51.40 CenturyBancorpA CNBKA .7 11 70.84 +7.91 .12 18.74 10.26 DSP Group DSPG ... dd 16.61 –0.47 ... 224.20 137.10 Facebook FB ... 28 202.27 +12.20 ...
129.70 35.18 AmerCarMart CRMT ... 8 63.56 +5.03 ... 210.35 113.01 BeiGene BGNE ... dd 140.21 –19.99 ... 3.80 0.99 Ceragon CRNT ... dd 2.20 –0.16 ... 43.95 10.44 DXP Ents DXPE ... 7 14.15 +0.89 ... 16.60 5.66 FangddNetwork DUO ... dd 10.07 +0.49 ...
44.90 17.89 AmerisBancorp ABCB 2.5 10 23.70 +1.18 .15 20.60 6.08 BelFuse A BELFA 2.7 dd 8.85 +2.25 .06 29.36 11.39 Cerence CRNC ... ... 20.67 +1.38 ... 7.95 4.09 Daktronics DAKT 4.5 dd 4.45 +0.14 .05 35.55 16.19 Fanhua FANH 6.7 35 17.57 –1.87 .30
4.30 2.36 AmeriServFin ASRV 3.4 9 2.90 +0.20 .025 24.03 6.30 BelFuse B BELFB 2.8 dd 9.99 +3.39 .07 80.90 53.08 Cerner CERN 1.1 41 66.71 –6.04 .18 50.12 27.55 Datadog DDOG ... dd 44.98 +3.17 ... 21.67 5.94 FarmerBros FARM ... dd 9.19 +1.57 ...
244.99 166.30 Amgen AMGN 2.8 18 230.98 –5.30 1.60 33.30 3.32 BellicumPharm BLCM ... dd 4.56 –1.37 ... 6.61 2.71 Cerus CERS ... dd 5.62 –0.04 ... 59.60 4.61 Dave&Buster's PLAY .0 5 13.33 +1.33 .16 39.31 26.72 Fastenal FAST 2.8 26 35.70 –0.33 .25
14.29 6.25 AmicusTherap FOLD ... dd 11.30 –1.52 ... 35.86 6.09 Benefitfocus BNFT ... dd 10.22 –0.59 ... 17.57 6.18 ChangeHlthcr CHNG ... dd 11.04 +0.82 ... 2.30 0.32 DAVIDsTEA DTEA ... dd .77 +0.04 ... 32.39 12.59 FateTherap FATE ... dd 26.59 –4.13 ...
15.25 5.40 AmkorTech AMKR ... 11 9.73 +0.32 ... 35.00 15.60 BenefyttTech BFYT ... 10 24.34 –0.36 ... 63.29 30.71 ChangeHlthcrUn CHNGU 6.9 ... 43.21 +1.31 .75 2.93 0.84 DawsonGeophys DWSN ... dd 1.34 +0.25 ... 16.87 10.07 FedNat FNHC 3.0 cc 11.82 +0.68 .09
23.06 12.33 AmphastarPharm AMPH ... 17 16.82 +0.09 ... 11.88 1.82 Berry(bry) BRY .0 6 3.29 +0.54 .12 93.52 15.00 ChartIndustries GTLS ... 22 33.35 +0.94 ... 71.11 19.88 DecipheraPharm DCPH ... dd 52.37 +4.35 ... 2.19 0.35 Ferroglobe GSM ... dd .52 +0.04 ...
7.96 3.55 AmtechSystems ASYS ... dd 5.10 +0.51 ... 239.71 48.18 BeyondMeat BYND ... dd 91.53 –17.25 ... 546.54 345.67 CharterComms CHTR ... 68 509.64 +1.09 ... 30.41 12.39 DenaliTherap DNLI ... dd 21.80 –0.97 ... 49.29 22.65 FibroGen FGEN ... dd 34.98 –5.88 ...
May 4, 2020 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
70.00 33.51 FidelityD&D FDBC 3.3 11 34.02 –4.66 .28 17.04 3.77 GreenPlains GPRE .0 dd 5.65 +0.78 .12 58.76 13.06 InMode INMD ... 15 24.10 +1.60 ...
14.53
31.64
2.72
11.10
FiestaRestaurant
FifthThirdBncp
FRGI
FITB
...
6.1
dd
8
6.69
17.77
+0.76
+0.65
...
.27
15.48
17.31
3.47
1.02
GreenPlainsPtrs
Greenlane
GPP
GNLN
9.9
...
3
dd
4.84
2.94
+0.25
+0.66
.12
...
8.24
5.81
3.30
0.87
InnatePharma
InnerWorkings
IPHA
INWK
...
...
dd
dd
7.60
1.66
+0.05
+0.57
...
...
Blue Sky: Hope for Gilead’s antiviral drug buoyed markets worldwide.
94.95
33.28
53.94
12.78
51job
FinInstitutions
JOBS
FISI
...
6.0
53
6
57.62
17.44
–6.89
+0.46
...
.26
12.35
15.30
5.00
3.05
GreenlightCapRe
GreenSky
GLRE
GSKY
...
...
dd
9
6.12
4.29
–0.12
+1.00
...
...
1.41
107.85
0.75
56.71
Innodata
Innospec
INOD
IOSP
...
1.5
dd
16
1.03
71.25
+0.03
+2.13
...
.52 States loosened their lockdowns. The Nasdaq Composite Index ended
18.34 7.54 FireEye FEYE ... dd 10.46 –0.80 ... 3.80 0.24 Gridsum GSUM ... dd .99 +0.49 ... 7.11 1.20 InnovSolSuprt ISSC ... 34 4.06 +0.31 ...
41.34 17.32 FirstBancorpNC FBNC 2.8 9 25.27 +2.18 .18 48.88 28.67 GriffinIndlRealty GRIF 1.3 51 38.80 +3.20 .50 15.35 7.58 Innoviva INVA ... 8 13.45 +0.15 ... Friday at 8,605—off a slight 0.3% for the week.
30.64 18.22 FirstBancorp FNLC 5.7 9 21.20 +1.40 .30 25.73 13.40 Grifols GRFS 1.5 19 19.83 –0.41 .1642 95.59 31.21 Inogen INGN ... 55 51.54 +2.06 ...
35.88 15.27 FirstBancshares FBMS 2.1 8 18.96 +0.64 .10 7.97 2.03 GrindrodShipping GRIN ... dd 2.27 –0.12 ... 22.99 13.01 Inovalon INOV ... cc 16.32 –1.06 ... Monday Tuesday Wednesday Thursday Friday
11.82 6.00 FirstBank FRBA 1.6 12 7.60 +0.60 .03 12.96 5.42 GritstoneOncology GRTS ... dd 6.31 –1.13 ... 19.36 1.92 InovioPharma INO ... dd 10.28 –4.31 ... 8960
28.00 11.00 FirstBusey BUSE 5.0 11 17.75 +1.31 .22 47.57 27.75 GroceryOutlet GO ... cc 33.18 –1.70 ... 15.15 3.61 Inseego INSG ... dd 10.72 –2.11 ...
27.35 12.86 FirstBusFinSvcs FBIZ 4.1 7 16.20 +1.57 .165 3.75 0.48 Groupon GRPN ... dd 1.20 +0.09 ... 73.22 28.25 InsightEnt NSIT ... 12 52.95 +3.03 ...
542.12 276.08 FirstCitizBcshA FCNCA .4 9 364.02 +29.55 .40 67.07 20.55 GrAeroportuario OMAB 5.5 10 27.03 +0.60 1.6984 34.94 12.09 Insmed INSM ... dd 22.42 +1.28 ...
35.07 18.35 FstCmntyBcsh FCBC 4.4 9 22.89 +0.86 .25 34.16 20.02 GuarantyBcshrs GNTY 2.7 11 26.39 +2.12 .19 26.61 10.00 InsteelInds IIIN .7 63 17.35 +1.02 .03
22.91 9.01 1stConstBncp FCCY 2.8 8 13.00 +2.54 .09 26.93 12.70 GuarFedBcsh GFED 3.8 7 15.70 +1.36 .15 219.85 88.38 Insulet PODD ... cc 194.89 –8.94 ... 8855
32.39 10.98 FirstDefiance FDEF 5.1 14 17.12 +2.39 .22 112.22 55.90 GuardantHealth GH ... dd 73.48 –2.71 ... 65.09 34.21 IntegraLifeSci IART ... 88 50.81 +2.67 ...
26.19 11.82 FirstFinBncpOH FFBC 6.2 8 14.85 +1.06 .23 8.91 2.70 GulfIslandFab GIFI ... dd 2.96 +0.07 ... 69.29 42.86 Intel INTC 2.3 11 57.47 –1.79 .33
36.45 20.70 FirstFinBkshs FFIN 1.9 23 27.56 +1.67 .13 6.40 2.25 Gulf Resources GURE ... dd 3.89 +0.03 ... 19.00 9.18 IntelliaTherap NTLA ... dd 12.62 –1.96 ...
46.93 27.62 FirstFinIN THFF 3.1 9 33.92 +2.08 .52 7.48 0.35 GulfportEnergy GPOR ... dd 1.98 +0.35 ... 10.54 1.91 Intellicheck IDN ... dd 6.08 +1.16 ...
17.24 8.04 FirstFinNW FFNW 4.2 9 9.49 +0.65 .10 81.40 34.20 InterParfums IPAR .0 22 42.55 –0.92 .33 8750
.07
17.64
22.38
8.01
11.29
FirstFoundation
FirstGuarBcshs
FFWM
FGBI
2.2
5.3
10
8
12.83
12.07
+0.65
–0.51 .16 H 59.32
125.00
33.70
47.57
InteractiveBrkrs
InterceptPharm
IBKR
ICPT
1.0
...
20
dd
41.03
77.00
+2.41
–6.50
.10
...
31.25 14.19 FirstHawaiian FHB 6.1 9 17.06 +0.36 .26 72.66 31.04 InterDigital IDCC 2.5 83 55.41 +6.94 .35
28.50 10.47 FirstInternetBncp INBK 1.5 6 15.49 +1.22 .06 37.85 9.12 H&E Equipment HEES 7.3 6 15.17 +1.69 .275 17.68 5.06 Interface TILE 2.9 7 9.02 +0.88 .065
43.83 24.50 FirstInterBanc FIBK 4.3 11 31.83 +2.67 .60 20.71 9.11 HBT Finl HBT 5.2 ... 11.44 +0.93 .15 44.00 15.60 IntlBcshs IBOC 3.9 9 28.11 +1.13 .55 8645
42.48 22.86 FirstMerchants FRME 3.8 9 27.14 +1.23 .26 47.13 21.69 HD Supply HDS ... 11 28.49 +0.64 ... 34.28 5.97 IntersectENT XENT ... dd 11.13 +0.43 ...
36.45 18.60 FirstMidBcshs FMBH 3.0 10 26.50 +2.41 .40 23.00 15.00 HMN Fin HMNF ... 9 15.00 –0.71 ... (Prev Fri's
7.68 3.17 Intevac IVAC ... 55 5.29 +0.01 ...
23.64 11.44 FirstMidwestBncp FMBI 4.2 7 13.49 +0.31 .14 40.67 18.20 HMS Holdings HMSY ... 29 28.51 +0.35 ... 43.56 6.75 Intra-Cellular ITCI ... dd 16.76 –0.99 ... Close)
18.25 8.77 FirstNWBncp FNWB 1.8 14 11.23 +1.05 .05 14.37 5.80 Hookipa HOOK ... dd 7.97 –0.18 ... +95.64 -122.43 +306.98 -25.16 -284.60
28.31 9.84 Intricon IIN ... dd 13.00 +2.22 ... 8540
69.24 28.47 FirstSolar FSLR ... dd 41.98 +1.14 ... 18.90 9.50 HackettGroup HCKT 2.5 20 14.46 +0.08 .18 306.89 187.68 Intuit INTU .8 42 261.13 –2.53 .53
53.42 26.07 1stSource SRCE 3.3 10 33.79 +1.94 .28 75.43 31.85 HailiangEduc HLG ... 27 45.70 –3.03 ... 619.00 360.50 IntuitiveSurgical ISRG ... 43 498.86 –16.07 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
24.99 11.00 FirstUnited FUNC 3.3 9 15.60 +3.17 .13 28.35 17.94 HainCelestial HAIN ... dd 25.63 –1.91 ... 26.46 8.49 Investar ISTR 2.0 9 12.01 +0.21 .06
18.98 10.75 FirstWesternFin MYFW ... 12 12.49 –0.01 ... 20.30 2.35 HallmarkFin HALL ... 3 3.90 +0.76 ... 7.70 1.38 InvestcpCredit ICMB 22.9 dd 4.36 –0.40 .25
106.80 60.04 FirstCash FCFS 1.6 19 68.67 +2.94 .27 24.45 12.71 HalozymeTherap HALO ... dd 23.17 –0.25 ... 12.74 6.31 InvestorsBancorp ISBC 5.4 12 8.94 +0.67 .12
11.75 2.72 FirsthandTechVal SVVC ... dd 3.50 +0.08 ... 74.01 36.27 HamiltonLane HLNE 1.8 35 61.70 +3.71 .275 182.52 96.45 InvestorsTitle ITIC 1.4 8 129.30 +11.71 .44
114.87
125.05
57.38
73.50
FirstService
Fiserv
FSV
FISV
.8
...
dd
55
83.43
100.25
+2.01
+3.96
.165
...
44.74
24.03
14.32
8.00
HancockWhitney
HanmiFinancial
HWC
HAFC
5.5
9.3
13
10
19.77
10.34
+0.93
–0.27
.27
.24
73.73
39.00
39.32
10.15
IonisPharma
IovanceBiotherap
IONS
IOVA
...
...
28
dd
55.32
32.00
–2.83
–4.91
...
...
NOTICE TO READERS:
146.30
99.96
47.53
46.09
FiveBelow
Five9
FIVE
FIVN
...
...
28
dd
87.27
91.83
+6.29
–5.46
...
...
11.20
8.57
6.45
4.44
HarborOneBncp
Harmonic
HONE
HLIT
...
...
21
dd
7.83
5.72
+0.33
–0.97
...
...
27.50
108.50
14.51
56.24
iQIYI
iRhythmTechs IRTC
IQ ...
...
dd
dd
16.36
103.29
–1.40
+2.84
...
... Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters
11.68 1.75 FivePrimeTherap FPRX ... dd 2.90 –0.12 ... 21.47 9.77 HarpoonTherap HARP ... dd 12.26 –0.17 ... 5.69 1.22 Iridex IRIX ... dd 1.71 ... ...
14.00 5.36 Flex FLEX ... dd 9.00 +0.90 ... 3.68 1.39 HarvardBioSci HBIO ... dd 2.61 –0.07 ... 32.08 16.87 IridiumComm IRDM ... dd 22.10 –1.39 ...
126.87 41.33 Hasbro HAS 4.0 21 68.73 –6.14 .68
22.98
23.64
5.01
8.25
FlexionTherap
Flexsteel
FLXN
FLXS
...
9.9
dd
dd
9.60
8.91
–0.01
+0.49
...
.22 31.34 7.55 HawaiianHoldings HA .0 3 12.97 +1.53 .12
105.07
14.10
32.79
7.91
iRobot
IronwoodPharm
IRBT
IRWD
...
...
38
73
59.40
9.64
+4.29
–0.64
...
... Please visit the new Market Lab home page on barrons.com under Data.
47.94 26.82 Hawkins HWKN 2.6 14 35.40 +0.19 .2325
59.44
7.47
23.85
1.02
FlirSystems
Fluent
FLIR
FLNT
1.6
...
34
dd
42.84
1.89
+3.18
+0.17
.17
... 27.75 13.45 HawthornBcsh HWBK 2.8 9 17.38 +1.28 .12
7.80
88.32
1.40
40.48
IterumTherap
Itron
ITRM
ITRI
...
...
dd
56
3.70
68.67
+1.03
+3.01
...
... www.barrons.com/market-data/market-lab
14.30 1.17 Fluidigm FLDM ... dd 3.37 +1.06 ... 39.04 17.61 HaynesIntl HAYN 3.9 19 22.49 +2.03 .22 35.51 11.01 IturanLocation ITRN 5.6 55 17.25 +1.65 .24
23.06 8.86 FlushingFin FFIC 7.0 11 12.02 +0.56 .21 27.62 12.25 Headhunter HHR 4.6 37 16.02 +1.45 .50
39.37
43.70
12.17
20.66
FocusFinPtrs
ForescoutTechs
FOCS
FSCT
...
...
dd
dd
22.63
31.92
+2.71
+0.01
...
...
49.85
34.87
17.48
15.80
HealthCatalyst
HealthcareSvcs
HCAT
HCSG
...
3.1
dd
25
25.17
25.72
–0.96
+2.02
...
.2025 J 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.
28.58 14.20 FormFactor FORM ... 44 22.52 –0.08 ... 88.78 34.40 HealthEquity HQY ... 80 51.37 +0.03 ...
75.23 36.75 FormulaSys FORTY 1.0 28 69.01 +1.21 .3245 29.78 20.03 HealthStream HSTM ... 44 22.35 –2.41 ... 1.46 0.30 JAKKS Pacific JAKK ... dd .71 +0.05 ...
51.75 22.45 ForresterResearch FORR ... dd 33.88 +0.86 ... 22.71 15.65 HeartlandExp HTLD .4 24 19.90 +0.12 .02 196.84 105.67 J&JSnackFoods JJSF 1.9 29 123.41 +5.68 .575 138.47 80.14 LibertyBroadbandA LBRDA ... cc 122.37 –0.41 ... 153.39 46.56 Marriott MAR .0 22 84.75 +4.04 .48
15.42 3.45 Forterra FRTA ... cc 8.27 +1.52 ... 51.85 25.26 HeartlandFinUSA HTLF 2.4 9 32.92 +2.90 .20 47.98 25.48 JD.com JD ... 34 41.38 –3.67 ... 140.00 86.20 LibertyBroadbandC LBRDK ... cc 125.44 –0.64 ... 23.99 16.01 MartenTransport MRTN .7 21 23.53 +1.49 .04
121.82 68.87 Fortinet FTNT ... 56 104.34 +1.07 ... 36.21 17.99 Heidrick&Strug HSII 2.7 10 22.00 –1.56 .15 81.53 41.33 Joyy YY ... 8 53.25 –6.08 ... 28.62 15.24 LibertyGlobal A LBTYA ... dd 22.28 +3.90 ... 7.98 0.91 MartinMidstream MMLP 11.4 dd 2.20 –0.28 .0625
72.09 39.59 ForwardAir FWRD 1.5 18 48.53 –1.56 .18 198.59 104.02 HelenofTroy HELE ... 28 167.04 +23.40 ... 104.57 58.00 j2Global JCOM .0 17 76.26 +1.15 .455 58.31 15.98 LibertyGlobal B LBTYB ... dd 32.00 +13.64 ... 28.86 16.45 MarvellTech MRVL .9 11 25.43 –1.70 .06
27.84 14.36 LibertyGlobal C LBTYK ... dd 21.49 +3.98 ... 225.79 128.36 Masimo MASI ... 59 218.00 +9.93 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

14.91 2.84 Fossil FOSL ... dd 3.78 +0.45 ... 50.24 29.03 HeliosTechnologies HLIO 1.1 18 33.95 +3.39 .09 174.93 123.64 JackHenry JKHY 1.1 43 158.50 –0.61 .43
27.80 7.96 FosterLB FSTR ... 3 13.83 +1.21 ... 15.34 8.00 HemisphereMedia HMTV ... dd 9.01 +0.41 ... 93.12 16.81 JackintheBox JACK 2.7 22 59.62 +3.72 .40 21.63 8.60 LibertyLatAmA LILA ... dd 10.53 +0.02 ... 26.74 4.90 MasterCraftBoat MCFT ... 11 10.47 +1.18 ...
39.74 19.81 FoxA FOXA 1.8 9 25.43 +0.59 .23 73.99 41.85 HenrySchein HSIC ... 15 52.15 –0.24 ... 52.18 25.34 JamesRiver JRVR 3.5 dd 34.27 +0.22 .30 21.55 8.53 LibertyLatAmC LILAK ... dd 10.16 –0.07 ... 95.32 44.74 MatchGroup MTCH ... 41 74.64 –6.59 ...
38.84 19.13 FoxB FOX 1.8 9 25.02 +0.50 .23 13.14 6.04 HeritageCommerce HTBK 6.1 13 8.53 +0.77 .13 154.24 86.88 JazzPharma JAZZ ... 12 109.59 +2.44 ... 46.52 16.87 LibertyFormOne A FWONA ... dd 29.26 +3.21 ... 22.00 10.65 Materialise MTLS ... cc 19.61 +0.85 ...
86.91 34.58 FoxFactory FOXF ... 21 50.02 +6.79 ... 32.58 11.30 HeritageCrystal HCCI ... 26 17.60 +1.22 ... 21.65 6.61 JetBlue JBLU ... 5 9.02 +1.07 ... 48.95 18.31 LibertyFormOne C FWONK ... dd 31.21 +3.77 ... 24.36 7.11 MatrixService MTRX ... dd 9.71 +0.82 ...
21.95 1.70 Francesca's FRAN ... dd 2.89 +0.56 ... 31.81 17.07 HeritageFin HFWA 4.1 11 19.44 +0.96 .20 22.50 1.60 Jiayin JFIN ... 2 2.18 –0.16 ... 30.16 13.59 LibertyBraves A BATRA ... dd 19.89 +0.39 ... 14.83 6.53 Mattel MAT ... dd 8.30 –0.06 ...
27.49 5.75 Franchise FRG 7.0 25 14.21 +1.58 .25 3.07 0.25 Hexindai HX ... dd .37 –0.01 ... 91.90 48.76 JohnsonOutdoors JOUT 1.0 12 66.58 +6.73 .17 30.03 13.20 LibertyBraves C BATRK ... dd 19.46 +0.46 ... 40.36 19.02 MatthewsIntl MATW 3.6 dd 23.13 +1.02 .21
61.49 41.25 FranklinElec FELE 1.3 24 48.87 –0.04 .155 30.98 7.33 HibbettSports HIBB ... 10 14.78 +0.59 ... 10.00 2.79 JounceTherap JNCE ... 3 4.93 +0.25 ... 51.11 22.54 LibertySirius A LSXMA ... 21 32.71 +2.07 ... 65.73 41.93 MaximIntProducts MXIM 3.7 18 52.06 –1.61 .48
6.80 0.73 FreightCarAmer RAIL ... dd 1.36 –0.07 ... 5.10 1.70 HimaxTechs HIMX ... dd 3.40 +0.10 ... 50.89 24.49 LibertySirius B LSXMB ... 24 37.00 +6.46 ... 83.95 44.32 McGrathRent MGRC 3.2 13 53.09 +1.97 .42
51.36 23.01 LibertySirius C LSXMK ... 21 32.92 +1.84 ... 7.80 1.29 MedallionFin MFIN ... dd 2.30 +0.19 ...
12.43
28.78
5.95
11.17
FrequencyElec
FrequencyTherap
FEIM
FREQ
...
...
dd
...
10.17
15.47
+0.30
–0.91
...
...
216.82
20.75
125.55
9.52
HinghamSvg
HollysysAuto
HIFS
HOLI
1.1
1.5
9
7
152.94
13.76
+4.54
+0.34
.42
.21 K 134.00
15.85
2.10
0.86
LibertyTripAdvB
LibertyTripAdvA
LTRPB
LTRPA
...
...
dd
dd
36.58
2.11
–0.99
–0.11
...
...
13.37
5.50
2.79
1.44
MediciNova
MediWound
MNOV
MDWD
...
...
dd
11
5.43
2.00
–0.02
+0.10
...
...
81.29 35.95 Freshpet FRPT ... dd 72.78 –3.26 ... 55.25 26.49 Hologic HOLX ... 22 49.40 +2.29 ...
53.30 30.06 frontdoor FTDR ... 21 37.78 +1.94 ... 40.80 18.57 HomeBancorp HBCP 3.5 10 25.17 +1.76 .22 184.50 101.34 KLA KLAC 2.3 21 150.27 –14.65 .85 10.20 3.26 LifetimeBrands LCUT 3.2 dd 5.31 +0.29 .0425 109.09 53.10 Medpace MEDP ... 26 76.17 –7.65 ...
2.72 0.30 FuelTech FTEK ... dd .53 –0.02 ... 21.04 9.71 HomeBancShares HOMB 3.6 11 14.55 +1.45 .13 28.25 0.51 KLX Energy KLXE ... dd 1.08 +0.04 ... 4.75 1.43 LifewayFoods LWAY ... 90 2.60 –0.08 ... 30.23 8.82 MeiraGTx MGTX ... dd 12.89 –1.01 ...
3.00 0.13 FuelCell FCEL ... dd 1.95 –0.14 ... 35.44 18.44 HomeStreet HMST 2.5 16 24.44 +2.48 .15 11.64 6.36 KVH Inds KVHI ... dd 8.48 –0.34 ... 126.15 57.24 LigandPharm LGND ... 3 93.00 –4.63 ... 25.74 10.81 MelcoResorts MLCO 4.2 19 15.07 –0.04 .1651
22.96 4.37 FulcrumTherap FULC ... dd 13.68 +2.39 ... 27.79 11.75 HomeTrustBcshs HTBI 1.9 10 14.77 –0.10 .07 117.06 54.54 KaiserAlum KALU 4.0 17 67.24 –4.48 .67 7.00 2.20 LimelightNetworks LLNW ... dd 5.09 –0.43 ... 7.48 1.00 MenloTherap MNLO ... dd 1.77 +0.36 ...
20.60 4.71 FulgentGenetics FLGT ... dd 15.96 –0.23 ... 24.00 11.05 HomologyMed FIXX ... dd 12.90 –0.30 ... 11.34 3.24 KalaPharm KALA ... dd 9.63 +0.24 ... 44.36 5.25 LiminalBioSci LMNL ... dd 7.84 –0.46 ... 756.48 422.22 MercadoLibre MELI ... dd 605.52 +34.25 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

18.00 9.83 FultonFin FULT 4.7 10 11.18 +0.71 .13 31.22 12.30 HookerFurniture HOFT 4.6 10 13.99 –0.01 .16 19.00 2.82 KaleidoBiosci KLDO ... dd 6.25 –0.25 ... 24.24 10.60 Limoneira LMNR 2.5 dd 11.78 –1.16 .075 37.32 18.64 MercantileBank MBWM 4.9 8 22.74 +0.87 .28
27.89 3.12 Funko FNKO ... 11 3.88 +0.37 ... 15.51 7.06 HopeBancorp HOPE 6.0 8 9.35 +1.02 .14 25.55 5.61 KalVistaPharm KALV ... dd 10.73 –0.41 ... 3.18 1.51 LincolnEduc LINC ... 30 2.35 –0.07 ... 17.74 6.42 MercerIntl MERC 2.8 dd 9.34 +0.95 .1375
14.30 8.16 Futu FUTU ... 55 10.44 –0.05 ... 19.48 7.42 HorizonBancorp HBNC 4.4 7 10.85 +0.61 .12 8.00 4.40 Kamada KMDA ... 9 7.28 –0.12 ... 98.32 59.30 LincolnElectric LECO 2.5 17 76.89 +0.86 .49 96.29 52.24 MercurySystems MRCY ... 66 86.62 +4.41 ...
13.78 4.51 HorizonTechFin HRZN 13.0 8 9.26 +0.22 .10 5.79 2.17 KandiTech KNDI ... dd 3.42 –0.55 ... 8.34 3.01 LiquiditySvcs LQDT ... dd 4.82 –0.03 ... 5.84 0.69 MereoBioPharma MREO ... dd 1.15 –0.16 ...
197.64 103.63 Littelfuse LFUS 1.3 28 145.69 +10.20 .48 10.28 7.72 MeridaMergerCorp.I MCMJ ... ... 9.66 +0.06 ...
G 39.10
8.32
22.69
1.05
HorizonTherap
HoughtonMifflin
HZNP
HMHC
...
...
13
dd
35.62
1.47
+2.33
+0.33
...
...
152.00
29.61
11.24
4.26
KarunaTherap
KaryopharmTherap
KRTX
KPTI
...
...
dd
dd
80.31
19.34
–6.34
–5.84
...
... 87.45 33.40 LivaNova LIVN ... dd 52.23 –1.53 ... 20.86
13.31
8.88
5.51
MeridianBancorp
MeridianBiosci
EBSB
VIVO
2.8
... 27
9 11.48
11.86
+1.00
+1.18
.08
...
6.29 1.67 HoustonWire HWCC ... 15 2.22 +0.12 ... 14.40 7.29 KearnyFinancial KRNY 3.6 19 8.92 +0.98 .08 20.46 7.57 LiveOakBcshs LOB .9 70 13.42 +0.10 .03
79.06 26.51 GCI LibertyA GLIBA ... 3 61.95 +1.31 ... 43.15 25.01 Huazhu HTHT ... 39 32.97 +4.06 ... 28.91 10.13 KellyServices A KELYA .0 5 15.27 +1.54 .075 45.21 14.08 LivePerson LPSN ... dd 22.47 –0.67 ... 20.89 10.68 Meridian MRBK ... 8 13.98 +1.57 ...
65.34 30.90 GDS Holdings GDS ... dd 54.34 –5.06 ... 60.42 36.51 HubGroup HUBG ... 15 42.47 –3.83 ... 29.43 10.35 KellyServices B KELYB .0 5 15.50 +0.86 .075 45.68 15.12 LivongoHealth LVGO ... dd 37.96 –3.02 ... 61.93 19.50 MeritMedical MMSI ... dd 38.54 –1.67 ...
41.80 8.80 G1Therapeutics GTHX ... dd 12.30 –1.02 ... 16.20 6.06 HudsonGlobal HSON ... dd 9.25 –0.24 ... 8.27 4.40 KY FirstFedBncp KFFB 6.3 54 6.39 +0.23 .10 15.25 4.17 Lizhi LIZI ... ... 5.02 –0.06 ... 7.09 1.49 MerrimackPharm MACK .0 dd 3.72 +0.14 1.4967
96.50 21.49 GRAVITY GRVY ... 8 37.63 –0.92 ... 14.80 4.83 HuizeHolding HUIZ ... cc 7.25 –0.62 ... 31.50 19.10 KerosTherap KROS ... ... 28.80 –1.79 ... 20.07 3.05 LogicBioTherap LOGC ... dd 5.07 –0.86 ... 10.42 1.32 MersanaTherap MRSN ... dd 8.23 –0.82 ...
9.00 4.75 GSI Tech GSIT ... dd 7.38 +0.21 ... 122.29 75.29 JBHunt JBHT 1.1 22 100.87 –0.73 .27 23.00 6.96 KewauneeSci KEQU .0 dd 10.23 –0.27 .19 48.96 31.37 LogitechIntl LOGI 1.6 28 46.70 –0.81 .7334 20.95 10.19 Merus MRUS ... dd 13.86 –2.39 ...
196.00 67.98 GWPharm GWPH ... dd 99.40 –6.27 ... 15.63 6.82 HuntingtonBcshs HBAN 7.0 9 8.57 +0.41 .15 6.99 2.51 KeyTronic KTCC ... 12 4.40 +0.84 ... 86.63 62.02 LogMeIn LOGM 1.5 dd 85.35 +0.54 .325 11.08 2.05 MesaAir MESA ... 4 4.15 +1.29 ...
10.49 4.70 Gaia GAIA ... dd 8.85 –0.76 ... 40.65 20.39 Hurco HURC 1.7 21 30.68 +2.18 .13 21.60 2.18 KezarLifeSci KZR ... dd 4.56 –0.14 ... 3.85 0.36 LonestarRscs LONE ... dd .71 +0.03 ... 271.46 181.21 MesaLab MLAB .3 cc 230.77 +1.47 .16
274.03 110.92 Galapagos GLPG ... 78 214.22 +1.39 ... 70.91 35.15 HuronConsulting HURN ... 25 46.97 –2.90 ... 42.64 20.60 Kforce KFRC 2.6 14 30.22 +2.29 .20 18.65 6.05 LoopIndustries LOOP ... dd 7.63 +0.52 ... 20.57 3.12 Mesoblast MESO ... dd 10.61 –4.84 ...
19.50 5.58 GaleraTherap GRTX ... ... 12.35 –0.41 ... 30.30 14.74 HutchisonChina HCM ... dd 21.10 +0.15 ... 18.49 9.78 KimballElec KE ... 10 12.65 +0.94 ... 42.77 13.68 LoralSpace LORL ... 8 22.56 +7.11 ... 40.00 14.62 MetaFinancial CASH 1.2 5 17.20 +0.45 .05
8.18 2.60 GamidaCell GMDA ... dd 4.20 +0.05 ... 22.40 8.19 KimballIntl B KBAL 3.0 11 11.98 +1.03 .09 46.79 4.00 Lovesac LOVE ... dd 12.03 +0.78 ... 53.10 9.00 Methanex MEOH 1.0 17 15.38 +1.68 .0375
22.32 19.07 9.15 MetroCityBkshs MCBS 4.4 5 9.95 –0.15 .11
I
50.99 13.04 Gaming&Leisure GLPI 10.6 14 26.41 +1.40 .70 5.01 KiniksaPharm KNSA ... dd 19.06 –0.80 ... 266.20 128.85 lululemon LULU ... 44 218.69 +4.14 ...
105.58 61.04 Garmin GRMN 2.9 16 79.81 +0.89 .57 132.68 75.32 KinsaleCapital KNSL .3 42 119.63 +15.87 .09 93.23 40.28 Lumentum LITE ... dd 77.45 –1.23 ... 11.96 1.00 Michaels MIK ... 2 2.82 +0.46 ...
13.50 9.38 GencorIndustries GENC ... 14 11.82 +0.95 ... 5.91 0.56 Kirkland's KIRK ... dd .90 ... ... 36.81 17.35 Luminex LMNX 1.0 dd 35.59 +0.94 .09 112.47 53.15 MicrochipTech MCHP 1.8 32 81.52 –0.49 .367
11.24 5.00 GeneralFin GFN ... 9 5.30 –0.48 ... 278.85 124.60 IAC/InterActive IAC ... 48 217.28 –6.39 ... 82.75 7.12 KodiakSciences KOD ... dd 50.88 –2.06 ... 32.40 6.74 LumosPharma LUMO ... dd 9.00 +0.10 ... 61.19 31.13 MicronTech MU ... 22 45.06 +0.90 ...
24.85 9.73 Genfit GNFT ... dd 21.87 +2.07 ... 95.24 47.75 ICF Intl ICFI .8 20 71.26 +3.01 .14 45.21 22.17 KornitDigital KRNT ... cc 30.50 +1.50 ... 11.99 6.76 LutherBurbank LBC 2.2 12 10.57 +0.86 .0575 190.70 119.01 Microsoft MSFT 1.2 29 174.57 +0.02 .51
25.42 16.24 Genmab GMAB ... 68 25.00 +1.00 ... 259.72 148.89 ICU Medical ICUI ... 46 217.82 –7.78 ... 33.43 19.99 KraftHeinz KHC 5.4 19 29.38 +0.15 .40 68.33 14.56 Lyft LYFT ... dd 29.61 –2.36 ... 165.00 90.00 MicroStrategy MSTR ... 29 122.59 –2.96 ...
13.05 3.36 GenMarkDiagn GNMK ... dd 12.60 +1.48 ... 16.90 2.95 IDEAYA Bio IDYA ... dd 5.26 +0.17 ... 25.08 5.00 KratosDefense KTOS ... cc 14.76 +0.52 ... 22.00 16.00 LyraTherap LYRA ... ... 18.56 +2.56 ... 1.03 0.15 MicroVision MVIS ... dd .44 +0.20 ...
31.27 19.48 Gentex GNTX 2.0 15 23.88 –0.25 .12 296.25 168.65 IdexxLab IDXX ... 54 270.75 –1.05 ... 66.85 22.02 KrystalBiotech KRYS ... dd 46.31 –2.56 ... 29.88 15.50 MidPennBancorp MPB 3.8 9 19.10 +2.40 .18
49.95
17.66
27.24
4.61
Gentherm
GeospaceTech
THRM
GEOS
...
...
32
20
36.01
6.39
+1.68
+1.33
...
...
9.57
27.78
5.00
13.73
IEC Elec
IES Holdings
IEC
IESC
...
...
16
12
7.30
19.66
+0.37
+2.03
...
...
28.66
21.42
16.91
6.35
Kulicke&Soffa
KuraOncology
KLIC
KURA
2.2
...
42
dd
21.74
13.88
–1.99
+3.30
.12
... MN 142.98
69.92
41.73
48.79
Middleby
MiddlesexWater
MIDD
MSEX
...
1.7 30
8 52.69
60.01
+1.20
+0.91
...
.2562
36.17 23.54 GermanAmerBncp GABC 2.6 13 29.07 +1.31 .19 74.13 16.10 IGM Biosci IGMS ... ... 54.40 –2.10 ... 28.80 5.07 KuraSushiUSA KRUS ... cc 16.25 +5.63 ... 29.50 13.22 MidlandStBncp MSBI 6.7 9 15.94 +1.25 .2675
1.89 0.75 Geron GERN ... dd 1.18 +0.02 ... 42.95 19.00 II-VI IIVI ... dd 32.52 +1.55 ... 32.25 12.33 Macom Tech MTSI ... dd 28.72 +2.18 ... 39.03 15.62 MidWestOneFin MOFG 4.4 7 19.84 +0.92 .22
19.75 3.44 1.01 MDC Partners MDCA ... dd 1.29 +0.18 ...
L
56.58 30.60 GibraltarInds ROCK ... 23 45.49 +1.54 ... 9.30 I-Mab IMAB ... ... 15.89 +1.76 ... 27.95 1.69 MilestonePharm MIST ... dd 3.97 +1.71 ...
43.50 2.96 GIIIApparel GIII ... 3 10.05 +1.20 ... 52.23 28.01 INTL FCStone INTL ... 9 39.17 +4.17 ... 83.26 47.19 MGE Energy MGEE 2.3 25 62.49 –4.44 .3525 49.87 14.39 MillerHerman MLHR .0 6 21.54 +1.74 .21
10.76 4.70 GilatSatellite GILT ... 13 8.56 +0.17 ... 172.00 98.04 IPG Photonics IPGP ... 36 119.37 –1.53 ... 73.69 21.64 MGP Ingredients MGPI 1.3 17 38.22 +2.61 .12 59.19 22.05 MillicomIntl TIGO 10.5 32 25.14 –0.98 1.32
85.97 60.89 GileadSciences GILD 3.4 21 79.95 +0.31 .68 22.24 5.81 IRSA Prop IRCP ... ... 6.25 –0.25 ... 95.72 33.00 LGI Homes LGIH ... 9 60.08 +11.30 ... 122.30 66.87 MKS Instrum MKSI .9 26 91.98 –0.38 .20 54.57 25.14 Mimecast MIME ... dd 40.10 +3.20 ...
46.51 26.66 GlacierBancorp GBCI 3.1 17 37.72 +4.81 .29 37.85 13.01 i3Verticals IIIV ... dd 23.07 +2.22 ... 159.48 100.00 LHC Group LHCG ... 41 125.66 +2.68 ... 18.51 9.96 MSB Fin MSBF .0 16 12.98 +1.69 .22 2.64 1.45 Mind CTI MNDO 14.0 7 1.71 –0.04 .24
10.69 4.04 GladstoneCap GLAD 11.9 8 6.55 +0.37 .065 8.97 0.91 IVERICbio ISEE ... dd 3.62 –0.08 ... 36.63 13.31 LKQ LKQ ... 13 24.81 +3.48 ... 7.75 3.25 MTBC MTBC ... dd 5.92 –0.33 ... 9.56 4.01 MinervaNeurosci NERV ... dd 9.39 +1.19 ...
23.98 7.59 GladstoneComm GOOD 8.9 dd 16.93 +3.01 .1252 81.86 25.65 Iberiabank IBKC 4.5 7 39.68 +3.32 .47 99.60 32.01 LPL Financial LPLA 1.6 9 61.98 +8.56 .25 63.31 13.65 MTS Systems MTSC .0 10 19.49 +2.36 .30 132.59 61.04 MiratiTherap MRTX ... dd 82.81 –2.52 ...
15.34 6.43 GladstoneInvt GAIN 7.8 11 10.56 +0.36 .07 79.37 34.00 IcahnEnterprises IEP 16.3 dd 49.22 +1.58 2.00 7.30 2.50 LSI Inds LYTS 3.3 18 6.03 +0.26 .05 38.14 16.33 MYR Group MYRG ... 12 27.82 +1.53 ... 28.31 6.51 MirumPharm MIRM ... dd 17.82 +2.41 ...
14.44 9.61 GladstoneLand LAND 3.9 dd 13.70 +0.18 .0447 39.83 13.68 Ichor ICHR ... 49 22.81 +0.55 ... 15.90 8.95 LakeShoreBancorp LSBK 3.6 20 13.34 +1.33 .12 11.42 6.01 Macatawa MCBC 4.3 8 7.44 +0.50 .08 27.54 6.71 Misonix MSON ... dd 11.73 +0.82 ...
87.54 39.95 GlbBloodTherap GBT ... dd 74.29 –6.00 ... 5.49 2.73 iClickInteract ICLK ... dd 4.45 +0.08 ... 17.63 8.31 LakelandBcp LBAI 4.4 9 11.24 +0.87 .125 19.24 4.04 Macrogenics MGNX ... dd 6.68 –0.61 ... 4.42 0.70 MitchamIndustries MIND ... dd .92 –0.05 ...
34.65 22.27 GlobalIndemnity GBLI 4.0 5 24.99 +2.44 .25 178.99 104.28 Icon ICLR ... 22 154.15 +5.14 ... 50.00 30.49 LakelandFin LKFN 3.0 13 40.43 +3.08 .30 5.33 2.48 MagalSec MAGS ... 30 2.95 –0.04 ... 45.75 18.41 MobileMini MINI 4.5 14 26.68 +1.87 .303
14.99 8.51 GlobalWaterRscs GWRS 2.7 cc 10.66 +0.44 .0241 2.75 0.51 IconixBrand ICON ... dd .87 +0.28 ... 28.00 9.70 LakelandInd LAKE ... 34 13.86 –1.36 ... 81.04 30.60 MagellanHealth MGLN ... 30 68.00 +14.05 ... 7.79 2.94 MobileIron MOBL ... dd 4.76 –0.18 ...
11.28 3.98 GluMobile GLUU ... cc 7.90 –0.12 ... 19.69 4.31 iHeartMedia IHRT ... 0 6.74 +1.09 ... 344.32 171.04 LamResearch LRCX 2.0 17 235.02 –31.65 1.15 17.89 5.76 MagentaTherap MGTA ... dd 8.83 –0.06 ... 56.38 11.54 Moderna MRNA ... dd 47.93 –2.57 ...
13.44 1.82 GlycoMimetics GLYC ... dd 2.67 +0.17 ... 380.76 196.78 Illumina ILMN ... 48 305.88 –3.19 ... 96.82 30.89 LamarAdv LAMR 7.4 15 53.71 +4.19 1.00 11.53 6.31 MagicSoftware MGIC 3.5 22 8.90 –0.15 .156 34.83 9.51 MomentaPharm MNTA ... dd 29.99 –2.07 ...
7.23 1.46 Gogo GOGO ... dd 1.57 +0.04 ... 18.00 13.40 Imara IMRA ... ... 17.27 +1.25 ... 166.31 114.55 LancasterColony LANC 2.1 25 135.04 –0.45 .70 12.87 8.26 MagyarBancorp MGYR ... 22 9.00 +0.15 ... 40.87 19.23 Momo MOMO .0 11 21.55 –1.57 .76
13.00 1.30 GolarLNGPartners GMLP 3.0 dd 2.70 –0.10 .0202 10.74 4.23 Immersion IMMR ... dd 6.87 +0.36 ... 12.46 7.53 Landec LNDC ... dd 11.09 +0.81 ... 10.69 4.57 Majesco MJCO ... 34 5.65 +0.10 ... 57.57 12.83 MonarchCasino MCRI ... 21 30.81 +3.36 ...
20.94 4.54 GolarLNG GLNG .0 dd 6.24 +0.07 .15 7.07 1.76 Immunogen IMGN ... dd 3.75 –0.31 ... 26.00 14.95 LandmarkBncp LARK 3.6 10 22.00 +1.25 .20 30.13 10.00 MakeMyTrip MMYT ... dd 13.91 +0.41 ... 59.96 41.19 Mondelez MDLZ 2.2 20 50.70 –0.71 .285
21.67 3.55 GoldenEnt GDEN ... dd 8.83 +0.94 ... 31.56 8.80 Immunomedics IMMU ... dd 30.38 +1.94 ... 18.45 7.05 LandmarkInfrPtrs LMRK 7.9 31 10.07 +0.27 .20 52.13 18.02 MalibuBoats MBUU ... 9 33.04 +3.29 ... 6.70 1.15 MoneyGram MGI ... dd 1.47 –0.04 ...
6.92 2.52 GoldenOcean GOGL 9.2 14 3.54 +0.06 .05 3.10 0.53 Immutep IMMP ... dd .96 –0.17 ... 119.93 85.30 LandstarSystem LSTR .7 20 103.11 +0.36 .185 23.75 10.06 MalvernBancorp MLVF ... 12 12.46 +1.12 ... 184.78 93.81 MongoDB MDB ... dd 155.92 –4.02 ...
18.85 8.94 GolubCapital GBDC 11.6 dd 9.99 –1.03 .29 40.24 11.47 Impinj PI ... dd 21.63 +1.04 ... 29.80 8.67 Lantheus LNTH ... 19 12.07 –1.57 ... 14.99 0.56 MammothEnergy TUSK .0 dd .80 –0.01 .125 208.81 114.84 MonolithicPower MPWR 1.1 74 189.00 +2.96 .50
5.00 0.40 GolubCapRt GBDCR ... ... .53 +0.01 ... 104.81 62.48 Incyte INCY ... 47 97.30 –6.18 ... 24.20 11.06 LatticeSemi LSCC ... 65 20.80 +1.11 ... 90.46 35.20 ManhattanAssoc MANH ... 51 68.90 +10.79 ... 89.62 37.09 Monro MNRO 1.7 23 52.04 +6.29 .22
18.51 4.09 Goodyear GT .0 dd 6.63 –0.28 .16 87.11 50.45 IndependentBank INDB 2.6 15 70.29 +3.36 .46 21.66 7.30 LaureateEduc LAUR ... 30 9.21 +0.79 ... 18.39 6.49 Mannatech MTEX 4.6 8 10.89 +0.76 .125 70.52 50.06 MonsterBev MNST ... 29 59.52 –0.28 ...
63.07 29.38 GooseheadIns GSHD ... cc 57.46 +7.38 ... 23.93 9.19 IndepBankMI IBCP 5.3 8 14.98 +1.61 .20 58.28 24.52 LawsonProducts LAWS ... 43 32.68 +3.30 ... 1.88 0.80 MannKind MNKD ... dd 1.25 –0.04 ... 166.59 102.59 Morningstar MORN .8 46 151.44 +12.15 .30
7.65 2.00 GoPro GPRO ... dd 3.30 +0.33 ... 63.16 20.35 IndependentBank IBTX 3.3 6 29.95 +3.33 .25 3.18 0.57 LeapTherap LPTX ... dd 2.14 –0.26 ... 93.99 55.25 ManTechIntl MANT 1.7 25 75.36 –2.70 .32 33.50 9.90 Morphic MORF ... ... 12.99 –1.97 ...
27.15 7.52 GossamerBio GOSS ... dd 12.37 –1.02 ... 24.18 12.95 IndLogistics ILPT 7.5 23 17.53 +0.81 .33 17.50 8.50 LegacyHousing LEGH ... 8 9.88 +0.43 ... 5.57 1.10 Marchex MCHX ... dd 1.59 +0.14 ... 37.96 18.21 MorphoSys MOR ... dd 24.73 +0.26 ...
132.72 57.89 GrandCanyonEduc LOPE ... 16 84.38 +6.84 ... 8.35 2.80 Infinera INFN ... dd 5.66 –0.42 ... 38.64 18.76 LeMaitreVascular LMAT 1.4 31 26.37 –0.60 .095 5.78 0.77 MarinSoftware MRIN ... dd 1.80 +0.17 ... 24.60 10.43 MotorcarParts MPAA ... dd 12.14 –0.16 ...
9.05 2.25 GreatElmCap GECC 30.0 dd 3.32 –0.19 .083 1.80 0.60 InfinityPharm INFI ... dd .99 –0.07 ... 434.94 135.72 LendingTree TREE ... cc 241.13 +25.49 ... 5.10 0.77 MarinusPharma MRNS ... dd 2.00 +0.03 ... 4.85 1.78 MustangBio MBIO ... dd 2.63 –0.17 ...
4.44 1.31 GreatElmCap GEC ... dd 2.00 +0.17 ... 45.72 2.17 InflaRx IFRX ... dd 6.99 +1.15 ... 26.69 13.45 LevelOneBncp LEVL 1.1 8 17.85 +1.58 .05 9.17 1.33 MarkerTherap MRKR ... dd 2.43 +0.40 ... 28.46 12.75 Mylan MYL ... cc 16.13 +0.37 ...
11.96 6.75 GreatLakesDredge GLDD ... 11 8.42 +0.62 ... 3.76 1.61 InfoSvcsGrp III ... 36 2.43 +0.03 ... 7.27 1.13 LexiconPharm LXRX ... 3 1.90 –0.15 ... 465.90 275.12 MarketAxess MKTX .5 75 449.79 +28.77 .60 78.28 42.65 MyoKardia MYOK ... dd 56.91 –7.92 ...
64.48 32.23 GreatSouthernBncp GSBC 3.3 8 41.19 +2.36 .34 49.14 26.90 InglesMarkets IMKTA 1.8 10 37.61 –2.08 .165 16.93 7.60 LexinFintech LX ... 5 7.64 –0.31 ... 25.44 4.66 MarlinBusSvcs MRLN 6.3 11 8.88 +3.38 .14 48.40 9.24 MyriadGenetics MYGN ... dd 14.80 +0.29 ...
M18 BARRON’S May 4, 2020

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.
34.91 13.33 Napco Security NSSC ... 24 19.30 +1.66 ... 29.04 2.47 Overstock OSTK ... dd 11.98 +2.06 ... 11.30 2.40 Quotient QTNT ... dd 8.87 +2.36 ... 4.83 1.28 SelectaBiosci SELB ... dd 2.60 –0.07 ... 135.70 98.44 TakeTwoSoftware TTWO ... 41 122.65 –5.23 ...
41.50 27.54 NBT Bancorp NBTB 3.4 14 31.81 +0.60 .27 5.24 1.53 OvidTherap OVID ... dd 3.32 –0.09 ... 17.50 3.95 QurateRetailB QRTEB ... dd 7.78 +0.53 ... 81.35 37.05 SelectiveIns SIGI 1.9 10 47.48 –0.84 .23 50.75 18.30 Talend TLND ... dd 25.41 +2.21 ...
3.96 0.31 NCS Multistage NCSM ... dd .59 –0.03 ... 17.77 8.37 OxfordImmunotec OXFD ... dd 12.05 +0.34 ... 17.55 3.01 QurateRetailA QRTEA ... dd 7.80 +0.38 ... 55.30 26.03 Semtech SMTC ... 74 42.68 –0.50 ... 91.65 43.69 TandemDiabetes TNDM ... dd 80.22 +5.92 ...
22.95 8.81 NGM Biopharm NGM ... dd 16.68 –0.86 ... 11.00 1.86 OxfordLane OXLC 33.1 dd 4.90 –0.11 .135 7.57 2.22 Qutoutiao QTT ... dd 2.34 –0.10 ... 41.88 21.97 SenecaFoods A SENEA ... 15 37.67 +3.73 ... 6.16 2.92 TandyLeather TLF ... ... 3.79 +0.14 ...
183.42 110.59 NICE NICE ... 57 162.85 –2.02 ... 6.76 2.04 OxfordSquare OXSQ 31.9 dd 2.52 –0.64 .067 41.00 24.33 SenecaFoods B SENEB ... 16 40.04 +3.84 ... 5.36 0.69 TarenaIntl TEDU ... ... 4.65 +0.02 ...
.09
25.80
35.79
15.48
8.06
NIC
NMI Holdings
EGOV
NMIH
1.5
...
32
5
23.83
12.63
–1.84
+1.12 ...
41.37 13.26 OysterPtPharma OYST ... ... 29.95 –0.37 ...
R 5.39
26.64
2.02
3.59
SeresTherap
ServiceProperties
MCRB
SVC
...
.7
dd
4
3.50
6.12
–0.13
+0.44
...
.01
6.63
151.47
3.00
80.20
TatTechnologies
TechData
TATT
TECD
...
...
44
14
3.97
140.10
+0.02
+0.83
...
...
11.70
139.59
1.35
58.41
NN
NXP Semi
NNBR
NXPI
.0
1.6
dd
cc
3.01
95.50
+0.59
+1.07
.07
.375 PQ 51.21 10.52 RaptTherap RAPT ... dd 14.16 –1.98 ...
2.10
40.90
0.53
21.76
ServiceSource
ServisFirstBcshs
SREV
SFBS
...
2.1
dd
12
1.16
33.29
+0.02
+1.53
...
.175
30.00
10.10
16.82
6.15
TechTarget
Ericsson
TTGT
ERIC
...
.6
37
cc
22.30
8.32
+1.13
+0.23
...
.0777
2.81 0.49 NabrivaTherap NBRV ... dd .53 +0.02 ... 21.90 11.17 RBB Bancorp RBB 1.9 7 12.90 +1.23 .06 2.60 0.37 SesenBio SESN ... dd .54 ... ... 11.67 3.71 TeleNav TNAV ... dd 4.37 –0.54 ...
36.43 13.85 NanoStringTech NSTG ... dd 29.10 +0.34 ... 71.56 22.00 PAM Transport PTSI ... dd 36.90 +7.25 ... 185.06 77.63 RBC Bearings ROLL ... 24 120.55 –3.02 ... 59.93 29.61 ShenandoahTel SHEN .6 42 45.65 –6.65 .29 1.09 0.19 Teligent TLGT ... dd .52 +0.18 ...
3.25 0.45 NantHealth NH ... dd 2.81 +0.74 ... 8.75 3.75 P&FIndustries PFIN 4.5 3 4.41 +0.11 .05 27.79 6.52 RCI Hospitality RICK 1.4 6 11.38 +2.90 .04 6.41 0.92 ShilohIndustries SHLO ... dd 1.07 –0.02 ... 108.36 45.11 10xGenomics TXG ... dd 78.41 +4.41 ...
9.90 0.95 NantKwest NK ... dd 3.63 ... ... 18.20 7.31 PCB Bancorp PCB 4.4 6 9.19 +0.91 .10 4.17 1.02 RCM Tech RCMT ... 4 1.38 +0.06 ... 68.39 22.01 ShockwaveMed SWAV ... dd 38.39 –1.09 ... 32.01 16.28 Tenable TENB ... dd 24.96 +0.73 ...
120.23 71.66 Nasdaq NDAQ 1.8 24 106.62 +0.99 .49 56.33 30.10 PCConnection CNXN .0 13 40.05 –1.56 .32 55.23 20.03 REGENXBIO RGNX ... dd 36.46 –4.96 ... 40.00 12.56 ShoeCarnival SCVL 1.5 8 22.44 +1.70 .085 81.57 40.92 Teradyne TER .7 19 57.85 –4.15 .10
41.80 16.87 Natera NTRA ... dd 35.07 –1.78 ... 9.65 3.95 PC-Tel PCTI 3.3 32 6.61 +0.43 .055 8.89 3.31 RF Industries RFIL 1.5 18 5.35 +0.55 .02 17.90 7.63 ShoreBancshares SHBI 4.3 8 10.13 +0.53 .12 21.58 11.40 TerraFormPower TERP 4.8 dd 16.82 +0.40 .2014
82.18 39.01 Nathan's NATH 2.4 19 57.40 +1.13 .35 38.90 4.51 PDC Energy PDCE ... dd 11.28 +0.43 ... 31.98 24.45 RGC Resources RGCO 2.9 19 24.50 –0.75 .175 9.71 1.00 Sientra SIEN ... dd 2.52 +0.73 ... 32.45 20.25 TerritBanc TBNK 3.7 11 24.70 +0.10 .23
58.28 35.71 NationalBeverage FIZZ ... 20 50.07 –1.31 ... 18.41 8.61 PDF Solutions PDFS ... dd 14.67 –1.48 ... 10.35 3.01 RISE Education REDU ... 12 4.39 +0.63 ... 30.15 13.05 SierraBancorp BSRR 4.0 9 20.05 +1.62 .20 968.99 176.99 Tesla TSLA ... dd 701.32 –23.83 ...
9.85 1.62 NatlCineMedia NCMI 24.2 7 3.14 ... .19 3.86 2.06 PDL Biopharm PDLI ... dd 3.36 +0.28 ... 13.99 7.12 R1RCM RCM ... dd 9.81 +0.16 ... 62.40 8.55 SierraOncology SRRA ... dd 11.73 –0.19 ... 19.95 4.23 TesscoTech TESS 1.4 dd 5.89 +0.14 .02
25.39 11.82 NatlGeneral NGHC 1.1 7 18.69 +2.17 .05 14.85 7.31 PDLCommBncp PDLB ... dd 9.07 +1.29 ... 5.67 1.46 RTI Surgical RTIX ... dd 2.66 +0.72 ... 14.55 4.31 SierraWireless SWIR ... dd 8.89 –0.24 ... 99.34 63.61 TetraTech TTEK .9 24 71.97 –2.83 .17
47.89 20.42 NatlInstruments NATI 2.9 18 36.49 –1.19 .26 11.82 6.41 PICO PICO ... 15 8.33 +0.81 ... 29.97 10.32 RadiusHealth RDUS ... dd 14.11 –2.29 ... 148.64 68.98 SignatureBank SBNY 2.2 10 101.51 +7.39 .56 22.20 0.56 TetraphasePharm TTPH ... dd 1.32 –0.04 ...
71.35 34.00 NatlResearch NRC 1.6 42 53.08 +1.73 .21 33.23 10.61 PPD PPD ... ... 22.72 +0.21 ... 23.45 5.81 RadNet RDNT ... 46 13.37 +0.88 ... 35.94 24.65 SilganHoldings SLGN 1.4 18 33.89 –0.25 .12 66.61 19.10 TexasCapBcshs TCBI ... 7 27.65 +1.59 ...
16.95 10.01 NatlSecurity NSEC 1.5 10 15.66 +0.21 .06 39.58 19.40 PRA Group PRAA ... 14 26.89 +1.76 ... 26.98 16.02 Radware RDWR ... 49 22.94 +0.45 ... 37.60 20.93 Silicom SILC ... 23 30.86 +0.86 ... 135.70 93.09 TexasInstruments TXN 3.3 21 109.71 –4.22 .90
39.88 11.70 NationalVision EYE ... 62 24.80 –0.87 ... 113.10 58.67 PRA HealthSci PRAH ... 24 87.36 –0.35 ... 7.22 2.05 RamacoRscs METC ... 4 2.30 –0.02 ... 122.90 65.09 SiliconLab SLAB ... cc 91.76 +0.54 ... 72.49 25.15 TexasRoadhouse TXRH .0 18 44.86 –1.01 .36
298.00 120.55 NatlWesternLife NWLI .2 5 182.87 +10.47 .36 8.04 1.77 PRGX Global PRGX ... dd 3.82 +0.80 ... 16.98 9.01 Rambus RMBS ... dd 12.36 +0.23 ... 53.04 26.72 SiliconMotion SIMO 3.2 23 41.69 –2.23 .35 13.73 3.36 TheBancorp TBBK ... 8 7.53 +1.57 ...
14.25 4.75 NaturalAlt NAII ... 22 7.00 –0.17 ... 93.34 43.90 PTC PTC ... cc 66.38 +1.38 ... 18.34 7.92 RandolphBancorp RNDB ... 20 9.76 +1.01 ... 51.50 20.84 SilkRoadMed SILK ... dd 41.86 +1.84 ... 4.69 0.85 TherapeuticsMD TXMD ... dd 1.38 +0.46 ...
34.89 18.91 NatusMedical NTUS ... dd 23.51 –2.28 ... 59.89 30.79 PTC Therap PTCT ... dd 48.00 –5.06 ... 66.01 31.34 Rapid7 RPD ... dd 44.34 –2.10 ... 15.45 6.21 SilvercrestAsset SAMG 6.3 10 10.13 +1.13 .16 31.54 15.18 TheravanceBio TBPH ... dd 26.75 –3.53 ...
15.67 4.07 Navient NAVI 9.1 5 7.03 ... .16 83.41 49.11 Paccar PCAR 1.9 11 68.29 +0.81 .32 20.24 2.90 RattlerMidstrm RTLR 17.0 8 6.81 +0.61 .29 27.29 14.56 SimmonsFirstNat SFNC 3.8 7 17.82 +0.58 .17 14.50 3.31 36Kr KRKR ... dd 3.53 +0.03 ...
36.85 13.63 NektarTherap NKTR ... dd 18.06 –1.55 ... 7.42 2.20 PacBiosciCA PACB ... dd 3.26 +0.04 ... 39.94 16.01 RavenIndustries RAVN 2.5 22 20.90 +0.23 .13 66.57 10.58 SinclairBroadcast SBGI 4.7 33 16.86 +1.58 .20 22.34 6.37 360Finance QFIN ... 3 9.00 +0.09 ...
79.83 48.91 Neogen NEOG ... 55 61.02 –3.44 ... 8.49 3.19 PacificMercBncp PMBC ... 15 3.62 +0.13 ... 2.49 0.32 RealNetworks RNWK ... dd .72 –0.08 ... 16.49 5.06 SiriusIntlIns SG ... dd 7.79 +0.29 ... 51.03 2.43 Tilray TLRY ... dd 7.24 –0.83 ...
14.82 2.19 NeoleukinTherap NLTX ... dd 10.67 –1.86 ... 34.90 13.93 PacificPremBncp PPBI 5.0 8 19.95 +1.51 .25 65.74 36.91 RealPage RP ... cc 62.26 +1.61 ... 7.40 4.11 SiriusXM SIRI .9 25 5.80 +0.30 .0133 31.05 13.60 TimberlandBncp TSBK 4.4 6 18.10 +1.80 .20
6.25 0.88 NeonTherap NTGN ... dd 2.77 –0.14 ... 51.35 27.46 PaciraBioSci PCRX ... dd 38.53 –1.26 ... 30.05 5.00 RealReal REAL ... dd 11.91 +1.80 ... 36.46 15.42 SiTime SITM ... ... 21.28 +1.75 ... 21.88 6.96 TitanMachinery TITN ... 14 8.83 –0.07 ...
2.41 0.60 NeosTherap NEOS ... dd .75 –0.10 ... 40.60 13.84 PacWestBancorp PACW 12.8 dd 18.75 +1.86 .60 257.96 70.00 ReataPharm RETA ... dd 148.56 –11.91 ... 66.52 10.58 SkyWest SKYW 2.1 4 27.22 +1.45 .14 26.07 1.92 TivityHealth TVTY ... dd 9.09 +1.93 ...
4.45 2.70 Net1UEPS UEPS ... dd 3.64 +0.04 ... 65.55 18.50 Palomar PLMR ... cc 53.79 –2.48 ... 59.00 29.90 RedRiverBcshs RRBI .6 11 37.80 +2.48 .06 128.48 66.29 Skyworks SWKS 1.8 21 98.83 +2.32 .44 9.38 4.16 TiVo TIVO .0 dd 6.68 –0.07 .08
72.37 34.66 NetApp NTAP 4.6 10 41.48 –1.58 .48 26.20 10.26 PanAmerSilver PAAS .9 31 21.79 +0.10 .05 37.29 4.04 RedRobin RRGB ... dd 13.78 +2.04 ... 61.00 15.27 SleepNumber SNBR ... 9 29.64 +1.18 ... 7.70 1.54 TizianaLifeSci TLSA ... ... 2.82 –0.15 ...
367.52 209.01 Netease NTES 2.1 14 325.34 –23.61 1.0175 74.13 28.55 PapaJohn's PZZA 1.3 dd 71.57 –0.43 .225 27.91 2.76 RedRockResorts RRR 4.1 dd 9.86 –0.02 .10 4.28 0.55 SmartSand SND ... 1 .88 +0.12 ... 10.88 0.42 Tocagen TOCA ... dd 1.17 –0.09 ...
449.52 252.28 Netflix NFLX ... 84 415.27 –9.72 ... 5.89 2.50 ParatekPharma PRTK ... dd 3.93 –0.46 ... 32.77 9.63 Redfin RDFN ... dd 19.29 +0.05 ... 21.10 3.64 SmileDirectClub SDC ... dd 6.95 +1.67 ... 24.90 0.39 TonixPharm TNXP ... dd .70 +0.01 ...
36.87 15.01 Netgear NTGR ... 83 21.95 +0.30 ... 37.50 10.78 Park-Ohio PKOH 3.0 5 16.70 +0.92 .125 9.12 3.26 RedHillBio RDHL ... dd 6.70 –0.90 ... 22.80 8.03 SoYoungIntl SY ... 57 10.08 –0.01 ... 48.86 6.80 Torm TRMD 1.2 4 8.23 –1.40 .10
29.79 19.11 NetScout NTCT ... cc 25.85 +0.17 ... 5.15 2.90 PartnerComms PTNR ... 78 4.07 +0.25 ... 70.26 31.80 RegencyCtrs REG 5.8 29 40.92 +5.49 .595 20.58 5.41 Sohu.com SOHU ... dd 7.49 –0.52 ... 25.80 12.13 TowerSemi TSEM ... 22 18.37 +0.02 ...
119.65 72.14 Neurocrine NBIX ... cc 95.59 –2.59 ... 23.25 8.09 PassageBio PASG ... ... 17.89 –0.96 ... 574.32 271.37 RegenPharm REGN ... 28 525.50 –40.71 ... 21.00 5.00 SolGelTech SLGL ... dd 8.00 –0.23 ... 4.29 0.30 TownSports CLUB ... dd .55 +0.13 ...
17.71 1.25 Neuronetics STIM ... dd 2.29 –0.02 ... 64.38 16.70 PatrickIndustries PATK 2.6 10 38.39 +5.49 .25 37.36 18.22 Renasant RNST 3.5 12 25.03 +1.70 .22 21.72 7.42 SolarCapital SLRC 11.2 11 14.64 +0.77 .41 29.02 15.03 TowneBank TOWN 3.7 10 19.25 +0.86 .18
19.50 7.01 NewFortressEner NFE ... dd 12.25 –0.61 ... 16.50 3.83 PatriotNatBncp PNBK .7 dd 5.75 ... .01 31.51 9.90 RenewableEnergy REGI ... 2 23.06 –0.68 ... 18.29 6.30 SolarSeniorCap SUNS 11.1 9 12.73 +0.48 .1175 114.25 63.89 TractorSupply TSCO 1.4 22 102.09 +0.11 .35
6.47 0.98 NY Mortgage NYMT .0 3 2.08 +0.10 .20 21.26 8.30 PatriotTransport PATI 6.7 72 8.94 –0.07 3.00 31.14 11.69 Rent-A-Center RCII 6.1 6 19.04 +1.73 .29 143.73 43.10 SolarEdgeTech SEDG ... 36 104.96 +4.23 ... 323.78 136.00 TradeDesk TTD ... cc 278.90 +22.27 ...
20.99 10.44 NewellBrands NWL 7.5 50 12.28 –0.63 .23 25.70 12.93 Patterson PDCO 6.2 33 16.69 +1.39 .26 123.81 65.20 Repligen RGEN ... cc 112.91 –3.52 ... 13.58 1.96 SolidBiosci SLDB ... dd 2.33 +0.08 ... 57.05 33.23 Tradeweb TW .6 72 51.92 –1.08 .08
13.85 2.49 Newmark NMRK 11.2 6 3.56 +0.04 .10 13.79 1.61 PattersonUTIEn PTEN 2.5 dd 3.26 +0.67 .02 21.50 8.58 Replimune REPL ... dd 16.21 +4.71 ... 18.26 0.50 SonimTech SONM ... dd .98 +0.13 ... 13.59 2.87 TransActTechs TACT .0 64 4.14 +0.36 .09
15.07 7.90 NewsCorp A NWSA 2.1 dd 9.48 +0.65 .10 90.54 47.87 Paychex PAYX 3.7 22 66.60 –1.49 .62 52.68 27.47 RepublicBcpKYA RBCAA 3.5 8 32.84 +1.45 .286 16.88 6.58 Sonos SONO ... dd 9.61 +0.71 ... 34.18 16.50 Transcat TRNS ... 26 28.89 +2.13 ...
15.36 7.88 NewsCorp B NWS 2.1 dd 9.70 +0.71 .10 150.73 66.98 Paylocity PCTY ... cc 107.14 +18.71 ... 5.20 1.80 RepublicFirstBncp FRBK ... dd 2.49 +0.52 ... 7.69 1.43 SotherlyHotels SOHO .0 dd 1.92 +0.24 .13 1.90 0.30 TransGlobeEner TGA .0 dd .57 +0.12 .035
23.99 7.59 NewtekBusSvcs NEWT 15.9 ... 13.76 –1.16 .44 124.45 82.07 PayPal PYPL ... 58 120.61 +0.43 ... 17.93 8.66 ResourcesConnect RGP 5.2 10 10.79 +0.72 .14 22.00 11.30 SouthPlainsFin SPFI .9 8 12.79 +1.09 .03 15.00 6.80 TranslateBio TBIO ... dd 13.23 +0.49 ...
133.25 43.37 NexstarMedia NXST 3.4 14 66.60 +7.28 .56 31.72 11.15 PeapackGladFinl PGC 1.1 8 18.39 +1.30 .05 11.96 0.86 resTORbio TORC ... dd 1.50 +0.35 ... 88.10 48.28 SouthState SSB 3.5 11 52.95 –0.11 .47 31.54 10.10 TransMedics TMDX ... dd 16.59 –1.19 ...
109.00 13.86 NextCure NXTC ... dd 33.61 –2.90 ... 103.13 38.01 Pegasystems PEGA .2 dd 79.55 +2.77 .03 19.18 5.84 RetailOppor ROIC 8.6 23 9.27 +1.31 .20 44.43 20.89 SouthernFirstBcsh SFST ... 9 29.01 +3.11 ... 21.15 5.51 TravelCenters TA ... 3 10.24 +1.63 ...
21.12 5.10 NextGenHlthcr NXGN ... 42 9.99 –0.54 ... 38.08 17.70 Peloton PTON ... dd 32.05 +0.31 ... 21.95 8.98 Retrophin RTRX ... dd 14.67 –0.47 ... 39.05 19.65 SoMO Bancorp SMBC 2.5 8 23.55 +0.27 .15 22.85 3.04 Travelzoo TZOO ... 17 5.60 +0.61 ...
9.90 4.76 NicholasFin NICK ... dd 5.62 +0.46 ... 39.18 3.75 PennNational PENN ... 44 15.54 +1.44 ... 27.97 9.88 RevanceTherap RVNC ... dd 17.31 +0.31 ... 16.85 7.88 SoNtlBcpVA SONA 4.0 9 10.10 +1.10 .10 10.30 1.63 TremontMortgage TRMT 2.0 3 1.97 +0.30 .01
14.88 5.49 9F JFU ... 10 6.31 –0.89 ... 44.29 0.99 PennVirginia PVAC ... 1 5.97 +1.70 ... 37.08 17.35 RevolutionMed RVMD ... ... 29.49 +2.78 ... 37.89 23.74 SouthsideBcshs SBSI 4.1 14 29.97 +2.17 .31 10.62 1.33 TreviTherap TRVI ... dd 2.69 –0.19 ...
10.10 5.33 NiuTech NIU ... cc 8.51 +0.47 ... 35.99 6.15 Pennant PNTG ... cc 18.85 +1.70 ... 35.50 21.61 ReynoldsCnsmr REYN 1.8 26 32.89 +1.66 .15 11.71 5.25 SparkEnergy SPKE 10.4 dd 6.96 +0.26 .1813 13.86 4.91 TribunePub TPCO 11.8 dd 8.47 +1.01 .25
26.77 9.04 nLIGHT LASR ... dd 14.79 +0.49 ... 7.06 1.76 PennantPark PNNT 23.0 7 3.13 ... .18 29.13 12.99 RhythmPharm RYTM ... dd 17.96 –1.60 ... 20.70 8.45 SpartanMotors SPAR .8 dd 13.32 +0.46 .05 44.30 18.02 Tricida TCDA ... dd 28.41 +0.58 ...
27.31 2.73 NobleEnergy NBL .9 dd 8.78 +0.60 .02 36.27 18.72 PennsWoodsBncp PWOD 5.8 11 22.01 +0.67 .32 5.93 1.95 RibbonComms RBBN ... dd 3.34 +0.40 ... 17.89 8.82 SpartanNash SPTN 4.6 cc 16.92 +0.17 .1925 41.42 23.05 TriCoBancshares TCBK 3.0 10 29.03 +0.80 .22
.1875 17.66 9.37 People'sUtdFin PBCT 6.0 9 11.97 +0.08 .18 6.32 3.10 RichardsonElec RELL 6.0 dd 3.97 +0.05 .06
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34.50 1.81 NobleMidstream NBLX 41.4 2 6.31 +0.77 10.57 1.74 SpectrumPharm SPPI ... dd 2.68 –0.21 ... 33.07 19.99 TriMas TRS ... 11 23.16 +0.50 ...
9.06 3.14 Noodles NDLS ... cc 5.35 +0.20 ... 39.28 17.91 PeoplesBncpOH PEBO 5.8 13 23.64 +2.55 .34 3.10 1.23 RigelPharm RIGL ... dd 1.71 +0.15 ... 14.38 5.25 SperoTherap SPRO ... dd 11.99 +3.39 ... 46.67 20.01 Trimble TRMB ... 16 32.86 +0.23 ...
180.28 96.46 Nordson NDSN 1.0 27 157.85 +1.39 .38 34.32 15.66 PeoplesBncpNC PEBK 3.6 8 16.73 –1.61 .15 11.34 0.77 RigNet RNET ... dd 1.18 +0.04 ... 23.48 8.96 SpiritofTexas STXB ... 8 10.87 +0.98 ... 2.95 0.56 TrinityBiotech TRIB ... dd 1.53 +0.16 ...
27.58 6.20 NortheastBank NBN .2 14 16.10 +2.40 .01 53.88 29.01 PeoplesFinSvcs PFIS 4.1 10 35.14 +3.48 .36 5.48 2.22 RiminiStreet RMNI ... dd 4.43 +0.48 ... 176.31 93.92 Splunk SPLK ... dd 134.05 +5.42 ... 44.28 20.10 Trip.com TCOM ... 15 24.16 +0.38 ...
14.88 4.70 NorthernTechsIntl NTIC .0 25 7.80 +0.80 .065 147.20 101.42 PepsiCo PEP 2.9 25 130.14 –4.22 .955 8.70 4.05 RiverviewBncp RVSB 3.7 7 5.42 +0.46 .05 17.25 8.53 SpokHoldings SPOK 5.1 dd 9.90 –1.01 .125 56.60 13.73 TripAdvisor TRIP .0 21 18.37 –0.07 3.50
110.48 60.67 NorthernTrust NTRS 3.7 11 75.47 –1.92 .70 7.45 2.34 Perceptron PRCP ... dd 2.95 +0.33 ... 13.60 4.00 RiverviewFinl RIVE 4.7 14 6.45 +1.39 .075 8.90 3.41 SportsmansWrhs SPWH ... 16 7.26 +0.69 ... 26.43 7.59 TriStateCapital TSC ... 8 14.01 +1.42 ...
17.55 9.58 NorthfieldBanc NFBK 3.8 15 11.46 +1.02 .11 22.50 7.11 PerdoceoEduc PRDO ... 13 13.00 +1.08 ... 27.59 9.01 RocketPharm RCKT ... dd 14.75 –2.61 ... 43.90 17.02 SpringWorks SWTX ... ... 30.21 –1.18 ... 43.15 19.03 TriumphBancorp TBK ... 17 26.25 +2.87 ...
42.28 17.32 NorthrimBanCorp NRIM 5.6 9 23.15 +0.39 .34 53.76 18.88 Perficient PRFT ... 29 33.07 +1.13 ... 5.80 1.31 RockwellMedical RMTI ... dd 2.16 –0.11 ... 22.67 13.00 SproutsFarmersMkt SFM ... 17 21.03 –0.66 ... 5.38 1.30 trivago TRVG ... 28 1.69 ... ...
17.76 9.47 NorthwestBcshs NWBI 7.4 12 10.22 –0.11 .19 2.05 0.60 PerformantFin PFMT ... dd .65 –0.05 ... 34.14 14.96 RockyBrands RCKY 2.9 10 19.41 –0.36 .14 42.73 21.70 StaarSurgical STAA ... cc 36.77 –0.70 ... 7.24 1.98 TrueCar TRUE ... dd 2.47 +0.18 ...
36.70 18.04 NorthwestPipe NWPX ... 8 24.00 +1.01 ... 9.70 2.76 PerionNetwork PERI ... 9 4.46 –0.26 ... 9.77 3.77 RockyMtnChoc RMCF 10.5 14 4.55 –0.03 .12 185.20 32.54 Stamps.com STMP ... 47 154.49 +6.53 ... 38.06 20.84 Trupanion TRUP ... dd 28.18 –1.47 ...
28.70 15.12 NortonLifeLock NLOK 2.4 4 20.86 –0.10 .125 10.14 5.32 Perma-PipeIntl PPIH ... 13 5.68 –0.21 ... 176.55 58.22 Roku ROKU ... dd 114.02 –10.81 ... 12.09 4.76 StarBulkCarriers SBLK 3.7 dd 5.41 +0.12 .05 9.10 4.30 TrustcoBank TRST 4.4 11 6.18 +0.69 .0681
39.69 21.20 NorwoodFin NWFL 4.4 10 22.93 +1.28 .25 31.88 4.27 Personalis PSNL ... dd 9.94 –0.01 ... 124.16 56.30 RossStores ROST 1.3 19 88.96 +3.47 .285 99.72 50.02 Starbucks SBUX 2.2 26 73.79 –1.79 .41 36.64 20.47 Trustmark TRMK 3.6 12 25.62 +1.60 .23
42.14 24.79 NovaMeasuring NVMI ... 30 36.52 –1.44 ... 36.33 15.83 PetIQ PETQ ... dd 28.31 +3.90 ... 138.78 59.78 RoyalGold RGLD .9 49 125.86 +0.43 .28 29.35 11.88 StarsGroup TSG ... cc 29.11 +4.01 ... 2.28 0.41 TuesdayMorning TUES ... dd .49 –0.07 ...
3.72 0.22 Novan NOVN ... dd .36 –0.01 ... 41.59 15.00 PetMedExpress PETS 2.8 31 38.57 +3.92 .27 17.17 3.35 RubiusTherap RUBY ... dd 5.53 –0.66 ... 36.45 19.51 StateAutoFin STFC 1.7 12 22.98 –1.02 .10 4.60 0.73 Tuniu TOUR ... dd .78 –0.09 ...
99.79 66.44 Novanta NOVT ... 72 82.04 –1.09 ... 14.08 2.60 PhaseBioPharm PHAS ... dd 3.85 +0.04 ... 9.60 3.00 RuhnnHolding RUHN ... dd 3.12 –0.47 ... 15.84 0.90 StealthBioTher MITO ... dd 1.59 –0.04 ... 67.54 29.00 TurningPtTherap TPTX ... dd 49.12 –2.64 ...
26.34 3.54 Novavax NVAX ... dd 17.33 –2.50 ... 47.84 18.51 PhathomPharm PHAT ... ... 31.50 –2.73 ... 49.27 27.25 RushEnt A RUSHA 1.4 11 36.35 +1.60 .13 4.18 1.51 StealthGas GASS ... 46 2.39 +0.30 ... 12.50 4.05 TurtleBeach HEAR ... 9 9.40 +0.04 ...
98.84 44.44 Novocure NVCR ... cc 60.48 –12.70 ... 36.98 16.87 PhibroAnimal PAHC 2.0 26 24.55 +1.62 .12 48.50 21.65 RushEnt B RUSHB 1.5 10 33.98 +1.45 .13 2.03 0.65 SteelConnect STCN ... dd .76 +0.09 ... 17.37 6.31 21 Vianet VNET ... dd 14.11 –2.59 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

23.58 12.98 NuanceComms NUAN ... 39 19.04 –0.12 ... 16.75 7.95 Photronics PLAB ... 22 11.35 +0.04 ... 27.14 2.32 RuthsHospitality RUTH .0 7 9.86 +1.48 .15 35.78 14.98 SteelDynamics STLD 4.1 8 24.41 +0.87 .25 19.15 5.00 TwinDisc TWIN ... dd 6.20 +0.36 ...
16.12 3.81 NuCana NCNA ... dd 5.41 –0.25 ... 33.67 15.75 PilgrimPride PPC ... 12 20.70 +1.06 ... 96.79 44.44 Ryanair RYAAY ... 11 58.26 +1.48 ... 67.94 38.45 Stericycle SRCL ... dd 46.31 –0.25 ... 35.95 18.52 TwistBiosci TWST ... dd 31.24 –1.03 ...
41.13 11.31 Nutanix NTNX ... dd 18.26 +0.47 ... 53.67 18.46 Pinduoduo PDD ... dd 45.43 –4.14 ... 17.49 7.06 SterlingCnstr STRL ... 7 9.46 +0.63 ... 63.07 11.37 2U TWOU ... dd 23.84 +1.90 ...
81.91 28.55 Nuvasive NUVA ... 48 58.54 –0.71 ... 65.00 27.80 PinnacleFinPtrs PNFP 1.7 9 38.59 +3.24 .16
S 44.80 16.38 StevenMadden SHOO 2.5 14 23.99 +2.22 .15
U
316.32 132.60 NVIDIA NVDA .2 63 282.78 –6.81 .16 8.60 0.40 PintecTech PT ... ... 1.25 +0.25 ... 32.34 10.90 StitchFix SFIX ... 63 15.49 –0.88 ...
5.23 2.06 Pixelworks PXLW ... dd 3.71 –0.48 ... 42.60 22.98 StockYardsBncp SYBT 3.3 12 32.27 +2.47 .27
.28
O 8.95 1.30 PlayaHotels PLYA ... dd 2.26 +0.07 ... 41.54 23.79 S&T Bancorp STBA 4.4 10 25.57 +0.11 39.04 15.82 StokeTherap STOK ... dd 20.26 –2.48 ...
86.53 35.16 Plexus PLXS ... 17 60.46 +1.45 ... 317.11 199.22 SBA Comm SBAC .6 cc 286.76 –19.03 .465 46.69 17.72 StoneCo STNE ... 35 25.40 +3.32 ... 71.97 39.47 UMB Fin UMBF 2.5 13 48.82 +3.63 .31
35.00 6.59 Pluralsight PS ... dd 15.51 +0.74 ... 25.24 10.96 SBOneBancorp SBBX 1.9 7 17.49 +0.28 .085 30.60 12.18 Stratasys SSYS ... dd 16.48 +0.39 ... 14.92 2.36 USA Truck USAK ... dd 4.75 +0.61 ...
11.00 6.05 OP Bancorp OPBK 4.0 7 6.94 ... .07 238.23 160.35 Pool POOL 1.1 34 216.02 +2.52 .58 1.59 0.50 SCYNEXIS SCYX ... dd .93 +0.10 ... 189.79 108.90 StrategicEd STRA 1.6 32 150.22 +7.17 .60 3.70 0.92 USAutoPartsNtwk PRTS ... dd 3.32 +0.66 ...
2.91 1.12 OPKO Health OPK ... dd 2.13 +0.07 ... 61.46 23.69 Popular BPOP 4.3 5 37.13 +2.13 .40 69.61 35.41 SEI Investments SEIC 1.4 15 49.78 +0.95 .35 29.22 11.74 Strattec STRT 3.9 19 14.53 +0.36 .14 56.22 6.75 US Concrete USCR ... 19 17.40 +1.48 ...
8.44 1.24 Orbcomm ORBC ... dd 2.44 –0.16 ... 3.05 0.75 PortmanRidge PTMN 23.1 dd 1.04 +0.06 .06 23.10 7.20 SI-BONE SIBN ... dd 15.62 +0.44 ... 33.40 12.00 StratusProp STRS ... dd 16.48 –0.01 ... 67.24 24.94 US Ecology ECOL 2.2 21 32.29 +0.89 .18
454.31 251.52 OReillyAuto ORLY ... 21 376.37 –8.45 ... 36.98 5.31 PortolaPharm PTLA ... dd 7.04 –0.52 ... 6.20 3.96 SIGA Tech SIGA ... dd 5.85 +0.35 ... 3.67 1.43 StrongbridgeBio SBBP ... dd 2.64 +0.38 ... 104.00 60.99 US Lime&Min USLM .8 17 78.02 –2.77 .16
117.21 49.96 OSI Systems OSIS ... 18 74.37 +1.31 ... 9.00 1.50 Potbelly PBPB ... dd 3.15 +0.14 ... 63.34 26.04 Sina SINA ... dd 32.82 –0.66 ... 27.83 14.22 SummitFin SMMF 4.0 7 17.07 +0.99 .17 368.83 124.05 UltaBeauty ULTA ... 18 214.28 +3.76 ...
1.82 0.98 O2MicroIntl OIIM ... dd 1.32 +0.04 ... 45.42 22.40 PotlatchDelt PCH 4.9 69 32.66 +0.52 .40 12.32 5.60 SLM SLM 1.5 4 8.09 +0.64 .03 13.21 6.50 SummitStateBk SSBI 4.9 8 9.80 +2.12 .12 30.00 11.20 UltraClean UCTT ... dd 16.22 +0.39 ...
5.75 2.33 OaktreeSpec OCSL 9.4 5 4.04 +0.21 .095 50.81 15.62 PowellIndustries POWL 4.3 18 24.02 +1.36 .26 39.08 16.42 SMART Global SGH ... dd 24.44 +1.77 ... 5.49 1.13 SummitTherap SMMT ... dd 3.30 –0.38 ... 70.49 31.99 UltragenyxPharm RARE ... dd 58.65 –7.58 ...
22.36 2.80 OasisMidstream OMP 35.7 1 5.65 +0.81 .54 111.56 64.95 PowerIntegrations POWI .8 15 96.19 +1.59 .19 4.19 1.32 SMTC SMTX ... dd 3.04 +0.41 ... 32.00 1.00 SundanceEnergy SNDE ... 12 3.04 –0.25 ... 10.00 4.85 Ultralife ULBI ... 21 7.53 +0.66 ...
19.20 0.62 ObalonTherap OBLN ... dd .83 –0.10 ... 8.50 2.55 PowerFleet PWFL ... dd 4.71 +0.08 ... 4.65 2.71 SORL AutoParts SORL ... 4 4.63 +0.22 ... 13.22 0.45 SundialGrowers SNDL ... dd .64 +0.14 ... 18.94 9.05 Umpqua UMPQ 7.1 10 11.80 +1.12 .21
14.10 1.63 ObsEva OBSV ... dd 2.35 +0.14 ... 8.77 1.26 Precigen PGEN ... dd 3.18 –0.32 ... 4.76 0.55 SPI Energy SPI ... ... 1.26 +0.53 ... 4.72 1.30 SunOpta STKL ... dd 2.62 –0.07 ... 7.70 3.95 UnicoAmerican UNAM ... dd 4.00 ... ...
26.09 11.60 OceanFirstFin OCFC 4.3 10 15.72 +0.29 .17 23.67 4.60 PrecisionBio DTIL ... dd 6.48 –1.47 ... 47.33 14.44 SP Plus SP ... 10 21.05 +0.72 ... 16.04 4.03 SunPower SPWR ... cc 6.85 +0.17 ... 38.79 16.50 UnionBankshares UNB 5.8 9 22.00 –0.49 .32
8.12 2.35 OcularTherapeutix OCUL ... dd 5.75 +0.65 ... 64.50 20.04 PreferredBankLA PFBC 3.3 7 36.55 +1.76 .30 62.26 31.28 SPS Commerce SPSC ... 58 54.33 +3.31 ... 23.66 7.84 SunRun RUN ... 65 12.96 +0.02 ... 82.49 36.20 uniQure QURE ... dd 60.54 –1.16 ...
43.75 18.01 OdonateTherap ODT ... dd 25.51 –2.69 ... 76.60 36.16 PreformedLine PLPC 1.5 12 52.82 +4.12 .20 66.74 29.51 SS&C Tech SSNC .9 32 54.83 +3.62 .125 30.00 15.76 SuperMicroComp SMCI ... 14 22.23 +0.53 ... 96.03 17.80 UnitedAirlines UAL ... 7 26.62 +1.06 ...
2.81 1.23 OfficeDepot ODP 5.0 11 2.00 +0.23 .025 20.38 8.21 PremierFinBncp PFBI 4.9 8 12.33 +0.70 .15 19.42 9.00 SSR Mining SSRM ... 38 17.96 +0.53 ... 18.78 6.10 SuperiorGroup SGC 4.6 10 8.62 +1.57 .10 24.54 12.60 UnitedBancshares UBOH 1.8 5 15.90 –1.46 .07
35.95 16.50 OfficePropIncm OPI 8.4 41 26.09 +1.19 .55 40.14 27.11 Premier PINC ... dd 32.37 –0.65 ... 270.95 127.39 SVB Fin SIVB ... 10 184.86 +0.86 ... 38.74 13.12 SupernusPharms SUPN ... 11 23.22 +4.27 ... 40.70 19.67 UnitedBkshrsWV UBSI 4.8 13 29.11 +3.14 .35
41.50 20.38 OhioValleyBanc OVBC 3.3 12 25.29 +2.03 .21 19.25 7.41 PrevailTherap PRVL ... dd 14.77 –0.23 ... 22.27 9.35 SVMK SVMK ... dd 14.53 –0.81 ... 5.09 1.15 SurfaceOncol SURF ... dd 2.53 –0.40 ... 31.66 15.71 UtdCmtyBks UCBI 3.5 9 20.06 +1.83 .18
158.94 88.66 Okta OKTA ... dd 148.84 –6.51 ... 79.90 41.15 PriceSmart PSMT 1.1 23 61.47 –1.70 .35 24.95 5.55 SabraHealthcare SBRA 14.8 35 12.19 +0.55 .45 19.74 4.00 SurgeryPartners SGRY ... dd 10.82 +0.85 ... 53.68 25.00 UnitedFire UFCS 4.8 49 27.26 –0.51 .33
151.47 87.25 OldDomFreight ODFL .4 29 147.03 +5.40 .1533 23.98 9.42 PrimorisSvcs PRIM 1.6 9 15.02 +1.34 .06 25.44 3.30 Sabre SABR .0 12 7.00 +1.41 .14 49.00 22.06 Surmodics SRDX ... 79 38.02 +0.76 ... 20.89 10.65 UnitedGuardian UG 7.9 14 14.01 –0.69 .55
18.74 11.92 OldNatlBncp ONB 4.1 11 13.51 +0.23 .14 60.81 23.31 PrincipalFin PFG 6.4 8 35.10 +5.12 .56 103.96 65.45 SafetyInsurance SAFT 4.6 12 78.60 –3.90 .90 12.75 6.00 SutroBioph STRO ... dd 9.48 –1.57 ... 11.45 5.04 UnitedSecBcshrs UBFO 7.1 8 6.22 –0.07 .11
13.77 6.00 Old2ndBcp OSBC .5 8 7.91 +1.22 .01 75.65 25.35 PrincipiaBio PRNB ... dd 57.42 –2.29 ... 32.42 21.00 SagaComm SGA 4.5 13 28.27 +2.21 .32 38.24 22.12 SykesEnterprises SYKE ... 18 27.99 +0.43 ... 116.98 74.31 UnitedTherap UTHR ... 9 109.12 –2.09 ...
103.03 28.83 Ollie'sBargain OLLI ... 31 66.04 +3.95 ... 20.63 12.32 ProfessionalHldg PFHD ... 38 15.00 ... ... 193.56 25.01 SageTherap SAGE ... dd 37.13 –0.98 ... 1.85 0.79 Synacor SYNC ... dd 1.48 +0.03 ... 11.85 4.86 Uniti UNIT 9.0 cc 6.65 +0.32 .15
18.41 7.74 OlympicSteel ZEUS .8 30 10.04 +1.79 .02 6.37 1.89 ProgenicsPharm PGNX ... dd 3.68 –0.44 ... 107.00 56.35 Saia SAIA ... 20 91.35 +9.92 ... 19.65 7.50 Synalloy SYNL ... dd 8.61 +0.19 ... 24.70 8.76 UnityBancorp UNTY 2.1 7 15.47 +3.13 .08
119.89 50.38 OmegaFlex OFLX 1.3 52 88.70 +10.90 .28 52.50 28.09 ProgressSoftware PRGS 1.7 46 38.50 +0.81 .165 2.50 0.65 SalemMedia SALM 11.9 dd .84 –0.01 .025 84.75 26.34 Synaptics SYNA ... dd 63.07 –0.36 ... 10.41 4.62 UnityBiotech UBX ... dd 6.45 –0.41 ...
20.92 8.50 Omeros OMER ... dd 16.13 –0.42 ... 36.50 13.29 Progyny PGNY ... dd 22.62 +1.89 ... 179.45 102.13 SandersonFarms SAFM .9 92 135.51 –1.11 .32 9.05 2.46 Synchronoss SNCR ... dd 3.26 –0.02 ... 230.32 105.11 UnivDisplay OLED .4 48 141.35 +2.83 .15
94.85 54.24 Omnicell OMCL ... 50 71.87 +2.55 ... 133.58 83.81 Proofpoint PFPT ... dd 118.49 –2.71 ... 38.45 18.00 SandySpringBncp SASR 5.0 9 24.16 +1.92 .30 20.74 5.35 SyndaxPharm SNDX ... dd 18.16 +6.46 ... 60.00 29.50 UnivElectro UEIC ... cc 39.90 +1.23 ...
25.92 8.17 ON Semi ON ... 30 15.12 +0.46 ... 13.28 4.46 ProQR Therap PRQR ... dd 4.89 –0.42 ... 107.86 66.35 Sanfilippo JBSS .7 17 83.03 –0.08 2.00 74.25 30.02 SyneosHealth SYNH ... 29 53.20 +2.75 ... 58.10 29.17 UniversalForest UFPI .6 14 40.23 +2.56 .125
21.35 11.15 1-800-FLOWERS FLWS ... 31 18.74 +2.84 ... 6.87 3.68 ProspectCapital PSEC 17.6 ... 4.08 –0.12 .06 13.33 4.81 SangamoTherap SGMO ... dd 7.95 –0.37 ... 10.01 1.35 Synlogic SYBX ... dd 2.03 –0.30 ... 27.49 11.02 UnivLogistics ULH .0 11 14.16 +1.34 .105
2.30 1.04 180DegreeCap TURN ... 3 1.36 +0.02 ... 16.67 4.47 ProtagonistTherap PTGX ... dd 6.62 +0.11 ... 34.96 18.34 Sanmina SANM ... 18 26.71 ... ... 166.87 104.90 Synopsys SNPS ... 48 149.64 –3.39 ... 18.18 5.84 UnivStainless USAP ... 42 7.81 +0.76 ...
28.58 15.00 1LifeHealthcare ONEM ... dd 23.33 –1.88 ... 21.46 10.95 ProtectiveInsA PTVCA 2.1 38 18.99 +2.84 .10 51.84 37.62 Sanofi SNY 2.6 36 46.85 –3.00 1.7223 1.52 0.54 SyprisSolutions SYPR ... dd .65 ... ... 27.80 13.39 UnivestFin UVSP 4.7 10 17.14 +1.83 .20
9.20 2.29 111 YI ... dd 7.23 +0.73 ... 18.35 10.23 ProtectiveInsB PTVCB 2.7 30 15.00 +0.98 .10 158.80 72.05 SareptaTherap SRPT ... dd 113.34 –8.19 ... 11.93 4.26 SyrosPharm SYRS ... dd 8.45 +0.34 ... 3.68 0.30 UnumTherap UMRX ... dd .40 ... ...
5.92 4.21 1347 Property PIH ... dd 4.75 –0.10 ... 4.72 0.61 ProteostasisTher PTI ... dd 1.53 +0.22 ... 33.48 8.61 SatsumaPharm STSA ... ... 18.28 +0.06 ... 13.63 2.03 UpFintech TIGR ... dd 2.70 –0.17 ...
18.40
47.85
3.41
29.12
OneWaterMarine
OpenText
ONEW
OTEX
...
1.8
...
31
10.36
37.84
+2.42
+0.92
...
.1746
17.63
22.82
6.71
2.91
Prothena
ProventionBio
PRTA
PRVB
...
...
dd
dd
11.37
10.72
–0.58
–1.36
...
...
11.96
39.01
0.69
13.78
Savara
ScanSource
SVRA
SCSC
...
...
dd
14
2.30
25.33
+0.06
+2.92
...
... T 54.87
20.90
20.75
5.14
UplandSoftware
Upwork
UPLD
UPWK
...
...
dd
dd
28.68
8.53
+1.00
+0.64
...
...
14.94 4.60 Opera OPRA ... 13 5.60 +0.57 ... 71.97 40.40 ProvidenceService PRSC ... dd 57.75 –0.60 ... 27.47 10.09 SchnitzerSteel SCHN 4.9 18 15.33 +1.70 .1875 31.41 12.28 UrbanOutfitters URBN ... 10 16.77 +1.04 ...
25.84 5.26 OportunFin OPRT ... dd 7.02 +1.74 ... 22.99 11.78 ProvidentFin PROV 4.3 15 13.10 +0.33 .14 23.35 6.95 ScholarRock SRRK ... dd 15.04 –2.59 ... 47.46 16.96 TCF Financial TCF 5.1 16 27.32 +3.69 .35 39.97 13.12 UroGenPharma URGN ... dd 21.92 –2.27 ...
13.00 9.44 Optibase OBAS ... dd 10.71 –0.29 ... 19.57 9.90 PrudentialBncp PBIP 2.3 10 12.05 +0.67 .43 45.80 20.01 Scholastic SCHL 2.2 dd 27.54 –0.55 .15 15.56 4.30 TCG BDC CGBD 19.3 8 7.65 +0.63 .37 15.98 6.45 UrovantSci UROV ... dd 8.62 –0.63 ...
4.95 2.05 OpticalCable OCC ... dd 2.59 –0.04 ... 33.06 5.50 PumaBiotech PBYI ... dd 9.48 –1.19 ... 56.65 25.50 Schrodinger SDGR ... dd 46.72 –4.90 ... 21.06 5.84 TCR2 Therap TCRR ... dd 9.05 –1.39 ... 112.26 75.33 UtahMedProducts UTMD 1.4 21 81.73 +1.47 .28
11.66 3.28 OptiNose OPTN ... dd 4.18 +0.18 ... 14.80 4.11 Puyi PUYI ... dd 6.10 ... ... 31.63 3.76 ScientificGames SGMS ... dd 11.17 +0.76 ... 54.10 27.70 TD Ameritrade AMTD 3.3 11 37.99 +1.27 .31 3.64 1.56 UTStarcom UTSI ... dd 1.92 –0.05 ...
18.21 5.74 OptionCare OPCH ... dd 11.88 –1.27 ... 54.54 28.21 QAD A QADA .7 dd 41.09 –0.99 .072 18.75 5.82 SciPlay SCPL ... 8 10.86 +0.05 ... 18.88 5.25 TelaBio TELA ... dd 11.12 +0.40 ... 3.80 1.21 Uxin UXIN ... dd 1.44 –0.01 ...
28.37 13.07 OpusBank OPB 2.5 dd 17.89 +1.39 .11 38.04 20.53 QAD B QADB .8 dd 30.54 +3.48 .06 10.95 2.78 scPharm SCPH ... dd 9.36 –0.23 ... 22.47 12.65 TFS Fin TFSL 7.9 47 14.26 +0.85 .28
16.43
20.50
5.23
5.17
OraSureTechs
OrchardTherap
OSUR
ORTX
...
...
56
dd
15.04
10.87
–0.33
–1.03
...
...
20.44
44.76
9.80
22.39
Q&K Intl
QCR Holdings
QK
QCRH
...
.8
...
9
12.55
29.77
–0.05
+3.36
...
.06
23.24
4.98
5.36
1.15
ScrippsEW
SeaChange
SSP
SEAC
2.6
...
dd
dd
7.62
2.78
+1.31
+0.19
.05
...
7.04
101.35
1.56
63.50
THL Credit
T-MobileUS
TCRD
TMUS
26.4
...
dd
21
3.18
86.20
–0.02
–4.60
.21
... V
8.44 1.41 OrganiGram OGI ... dd 1.50 –0.08 ... 25.25 8.62 QIWI QIWI 7.6 11 13.00 +0.97 .22 31.42 13.30 SeacoastBkgFL SBCF ... 15 21.55 +2.91 ... 27.80 9.19 TPIComposites TPIC ... dd 16.23 +0.37 ...
28.20 24.26 OricPharm ORIC ... ... 26.55 +0.78 ... 122.37 58.52 Qorvo QRVO ... 32 93.15 +3.26 ... 64.17 39.02 Seagate STX 5.4 7 47.71 –0.92 .65 139.82 82.51 TRowePrice TROW 3.3 14 110.44 +10.10 .90 3.28 1.25 VEON VEON 22.9 4 1.56 –0.07 .15
38.14 16.68 OriginBancorp OBNK 1.7 12 21.36 +1.75 .0925 96.17 58.00 Qualcomm QCOM 3.4 22 75.64 –0.40 .65 16.78 4.02 SeaSpine SPNE ... dd 10.07 +0.17 ... 50.45 26.28 TTEC TTEC 1.8 22 37.07 +1.02 .34 5.42 1.82 VOXX Intl VOXX ... dd 4.45 –0.54 ...
57.85 22.11 OrthofixIntl OFIX ... dd 33.80 +0.61 ... 110.89 63.37 Qualys QLYS ... 59 99.86 –9.40 ... 157.00 62.90 SeattleGenetics SGEN ... dd 145.64 –0.40 ... 16.25 8.06 TTM Tech TTMI ... 29 10.92 +0.16 ... 41.14 13.83 VSE VSEC 1.8 7 20.00 +1.61 .09
51.48 28.19 OrthoPediatrics KIDS ... dd 44.47 +1.97 ... 36.15 10.90 Quanterix QTRX ... dd 25.09 –2.24 ... 10.11 2.13 SecooHolding SECO ... 7 3.13 +0.81 ... 3.21 0.24 T2Biosystems TTOO ... dd .54 +0.01 ... 12.14 6.00 ValleyNatlBncp VLY 5.6 10 7.92 +0.86 .11
7.97 2.20 OsmoticaPharm OSMT ... dd 3.74 –0.25 ... 8.52 1.26 Quantum QMCO ... dd 4.11 +0.11 ... 19.33 5.29 SecureWorks SCWX ... dd 11.05 –0.23 ... 69.72 33.04 TabulaRasaHlth TRHC ... dd 60.01 –0.86 ... 17.85 7.12 VandaPharm VNDA ... 5 11.35 –0.59 ...
4.18 1.53 Otonomy OTIC ... dd 2.40 +0.38 ... 143.97 52.49 Quidel QDEL ... 81 139.24 +4.64 ... 6.42 3.76 SecurityNatFin SNFCA ... 10 5.71 +0.74 ... 71.65 29.47 TactileSystems TCMD ... 87 48.72 –3.98 ... 35.00 16.40 VarexImaging VREX ... 80 25.46 +1.69 ...
57.74 30.95 OtterTail OTTR 3.4 20 42.91 –0.37 .37 17.13 5.76 QuinStreet QNST ... 76 10.00 +1.37 ... 12.47 6.33 SelectBancorp SLCT ... 14 8.10 +0.67 ... 8.54 2.48 TaiwanLiposome TLC ... dd 4.41 +0.16 ... 93.24 48.95 VaronisSystems VRNS ... dd 64.40 –0.22 ...
May 4, 2020 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.
.0301
Bats
InnovS&P500BuffMar BMAR ... 25.14 ... ... iShiBdsDec25Muni IBMN 1.5 26.97 –0.15 RealityDIVDivDef DFND .8 32.49 +0.03 .0651 FT NasdTechDiv TDIV 2.7 37.44 –0.94 .2107 GlbXVideoGames HERO .3 17.46 –0.44 .0278
InnovS&P500BffMay BMAY ... 25.19 ... ... iShiBdsDec24Muni IBMM 1.6 26.26 –0.07 .0309 RealityDIVCONLdrs LEAD 1.3 36.33 +0.04 .0795 FT EM Alphadex FEM 4.8 18.72 –0.07 .0308 GlbXYieldCo&Renew YLCO 3.5 12.68 +0.03 .1101
InnovS&P500BuffN BNOV ... 24.44 +0.03 ... iShiBdsDec27Mun IBMP 1.5 25.91 ... .0308 RevWeightUSLC RVRS 2.4 13.22 +0.19 .3232 FT EM EquitySel RNEM 3.4 40.44 +1.85 .0296 HighlandSrLoan SNLN 4.9 15.65 +0.07 .04
ALPSCleanEnergy ACES 2.0 32.02 +0.45 .1529 InnovS&P500JSep BSEP ... 23.82 +0.20 ... iShiBdsDec26Muni IBMO 1.3 25.78 –0.10 .028 SPDRDoubleEMFixed EMTL 4.3 46.12 +0.01 .1346 FT EM LocalCurr FEMB 6.4 32.43 +0.64 .20 IQChaikinUSLC CLRG 2.7 21.97 +0.83 .1493
ALPS DisrupTech DTEC .5 29.33 +0.32 .1375 InnovS&P500Pwr PJUL ... 25.50 +0.10 ... iShiBdsDec23Muni IBML 1.6 25.74 –0.03 .0341 SPDRDoubleShDurTR STOT 2.5 48.73 –0.08 .0777 FT EM SC Alpha FEMS 7.2 26.75 –0.07 .1845 IQ Chaikin US SC CSML 1.3 19.22 +0.91 .0182
ARK AutoTech ARKQ ... 37.38 +0.43 ... InnovS&P500PwrF PFEB ... 22.79 –0.10 ... iShBds2025TermHY IBHE 7.0 22.44 –0.03 .1259 SabaClosedEndFds CEFS 10.4 16.20 +0.09 .14 FT EnhShtMat FTSM 2.2 59.57 +0.01 .084 InvscActMgdETC PDBC 2.0 11.40 +0.03 .2319
ARKGenomicRev ARKG .0 39.85 –0.21 1.0539 InnovS&P500PwrN PNOV ... 24.78 +0.07 ... iShiBds2024TermHY IBHD 6.9 22.15 +0.01 .1196 SaltHitruBetaUS SLT ... 21.66 +0.69 ... FT EuropeAlpha FEP 3.8 27.25 +0.18 .0934 InvscBldrSEM50ADR ADRE 2.2 34.83 –0.25 .016
ARK Israel Innov IZRL 2.3 21.02 +0.42 .4753 InnovS&P500PwrA PAPR ... 25.01 +0.10 ... iShBds2021TermHY IBHA 5.3 23.05 –0.12 .0754 SaltLowUSMkt LSLT 2.4 24.59 –0.26 .1591 FTEurozoneAlpha FEUZ 2.6 30.17 +0.72 .1528 InvscBull2020CpBd BSCK 2.5 21.25 +0.04 .0399
AffinityWorldLdr WLDR 3.1 18.29 +0.51 .0673 InnovS&P500Aug PAUG ... 24.37 ... ... iShBds2023TermHY IBHC 6.8 22.10 –0.01 .1189 StrategyResRobust ROMO .7 21.58 +0.01 .1519 FT GerAlpha FGM 3.0 34.19 +0.77 .0631 InvscBull2028CpBd BSCS 3.2 21.82 –0.04 .0518
AlphaIntQuMom IMOM 1.9 22.43 +0.20 .1183 InnovS&P500PwrD PDEC ... 25.10 +0.02 ... iShBds2022TermHY IBHB 6.2 22.39 –0.02 .1175 3DPrintingETF PRNT .1 18.31 +0.32 .015 FT GlTactCommod FTGC 1.1 14.27 –0.01 .1538 InvscBull2025CpBd BSCP 3.1 21.47 +0.01 .0496
AlphaIntQuVal IVAL 3.9 22.12 +0.27 .1505 InnovS&P500Jan PJAN ... 26.39 –0.06 ... iShInflHdgCpBd LQDI 3.3 25.21 +0.03 .0567 TortoiseDigPay TPAY .1 27.63 +0.39 .527 FTHdgBuyWriteIncm FTLB 3.3 19.87 +0.27 .055 InvsBull25HYCpBd BSJP 6.2 21.78 +0.16 .1053
AlphaUSQuMom QMOM .6 29.72 +0.49 .0444 InnovS&P500PwrJun PJUN ... 26.35 +0.06 ... iShIntlAggregateBd IAGG 2.5 55.46 +0.15 .135 TortoiseWaterFd TBLU 2.6 28.84 +0.49 .1187 FT HK AlphaDEX FHK 3.4 30.20 +0.62 .034 InvscBull2024CpBd BSCO 2.9 21.41 –0.02 .0467
AlphaUSQuVal QVAL 2.9 20.14 +0.83 .0719 InnovS&P500PwrBuff PMAR ... 25.42 +0.05 ... iShIntlDivGrowth IGRO 3.4 46.93 +0.31 .3714 TrimTabsAllCapIntl TTAI ... 22.02 +0.08 ... FT IPOXEurEq FPXE 2.2 20.02 +0.26 .0485 InvsBull24HYCpBd BSJO 5.6 22.51 +0.01 .0946
AlphaArchValMom VMOT 2.1 21.33 +0.35 .3566 InnovS&P500PwrMay PMAY ... 25.32 ... ... iShLiquidityIncm ICSH 2.4 50.30 +0.01 .08 TrimTabsACUSFree TTAC ... 33.66 –0.30 ... FT GlblAgri FTAG 2.7 18.08 +1.06 .0139 InvsBull20HYCpBd BSJK 3.7 23.09 +0.07 .0517
AlphaCloneAltAlpha ALFA .2 50.09 +0.29 .0919 InnovS&P500PwrO POCT ... 23.86 +0.06 ... iShMSCIArgentina AGT 2.0 15.21 +0.67 .0818 VanEckAMTFrIntMuni ITM 2.3 48.32 +0.05 .0911 FT GlbNatRscs FTRI 7.5 8.81 +0.06 .0846 InvscBull2021CpBd BSCL 2.6 21.30 +0.05 .0434
AmCentFocDyn FDG ... 45.34 –0.19 ... InnovS&P500Sep PSEP ... 24.48 +0.02 ... iShMSCIChileCapped ECH 3.3 24.65 +1.68 .7503 VanEckAMTFrLgMun MLN 2.9 19.93 –0.11 .0438 FTIndiaNifty50EW NFTY 1.3 24.93 +0.61 .0928 InvsBull21HYCpBd BSJL 5.3 22.28 +0.08 .0855
AmCentFocLCV FLV ... 43.07 –0.59 ... InnovS&P500UltA UAPR ... 23.56 +0.08 ... iShMSCIChinaAETF CNYA 1.3 27.59 –0.97 .1139 VanEckAMTFrShMuni SMB 1.6 17.54 –0.05 .0236 FTIndxxInnTran LEGR 2.3 26.39 +0.05 .0289 InvscBull2027CpBd BSCR 3.2 20.75 –0.12 .0481
AmCustSatisfCore ACSI 1.9 30.05 +0.16 .583 InnovS&P500UltAug UAUG ... 24.62 –0.04 ... iShMSCIDenmarkCap EDEN 2.5 64.87 +0.60 1.5191 VanEckCEFMuni XMPT 4.5 24.40 –0.01 .074 FTIndxxNextG NXTG 1.0 49.69 –0.48 .0504 InvscBull2026CpBd BSCQ 3.0 20.68 +0.06 .0472
AnfieldCapDiv DALT 5.8 7.54 +0.05 .0392 InnovS&P500UltDec UDEC ... 25.61 –0.01 ... iShMSCIEmgMulti EMGF 3.3 36.15 +0.05 .4494 VanEckHYMuni HYD 4.8 54.33 –0.08 .207 FTIntlEquOpps FPXI .7 40.12 –0.41 .065 InvsBull26HYCpBd BSJQ 6.0 22.77 +0.16 .1004
AnfieldUSEquity AESR .4 9.02 –0.07 .0333 InnovS&P500UltFeb UFEB ... 23.43 –0.04 ... iShMSCIEurozone EZU 3.8 31.75 +0.60 .1697 VanEckMornDur DURA 3.2 24.98 –0.17 .2004 FT JapanAlpha FJP 3.4 41.66 –0.23 .8119 InvscBull2023CpBd BSCN 2.9 21.36 +0.06 .0463
AnfieldUnivFx AFIF 2.1 9.80 +0.02 .0049 InnovS&P500UltJan UJAN ... 26.64 –0.01 ... iShMSCIFinlandCap EFNL 6.7 32.43 +1.14 .6572 VanEckMornGlb GOAT ... 27.14 +0.05 ... FT LC CoreAlpha FEX 1.7 52.95 +0.62 .2232 InvsBull23HYCpBd BSJN 6.0 22.95 +0.05 .1006
AptusColIncmOpp ACIO 2.5 23.75 –0.14 .1014 InnovS&P500UltrJul UJUL ... 24.03 –0.09 ... iShMSCIGermanySC EWGS 2.2 47.83 +0.56 1.0679 VanEckMornIntlMoat MOTI 4.9 25.74 +0.53 1.25 FT LC GrwthAlpha FTC .9 66.28 –0.63 .2689 InvscBull2022CpBd BSCM 2.7 21.54 +0.03 .0444
AptusDefRisk DRSK 1.7 29.30 +0.03 .0712 InnovS&P500UltJun UJUN ... 25.16 +0.01 ... iShMSCIGlbMet&MnPr PICK 8.0 20.40 +0.03 .0482 VanEckMornWideMoat MOAT 1.5 48.01 +0.32 .7167 FT LC US Equity RNLC 2.3 20.56 –0.01 .1323 InvsBull22HYCpBd BSJM 5.5 21.80 –0.02 .0869
AptusDrawMgd ADME 1.8 29.73 –0.14 .0488 InnovS&P500Ultra UMAR ... 25.66 +0.02 ... iShMSCIGlSilverMin SLVP 2.1 10.88 +0.10 .1901 VanEckMuni MAAX 3.2 22.79 –0.18 .1062 FT LC Value FTA 2.7 41.14 +1.27 .2146 InvscBS2025MuniBd BSMP 1.4 24.70 –0.20 .0297
ArrowResCapMgmt ARCM 2.1 100.42 +0.43 .109 InnovS&P500UltMay UMAY ... 25.47 ... ... iShMSCIEAFEGrowth EFG 2.0 74.62 –0.27 .9686 VanEckRussia RSX 7.7 18.33 –0.08 1.4162 FT LatAmAlpha FLN 3.5 12.65 +0.66 .0847 InvscBS2024MuniBd BSMO 1.3 24.67 +0.05 .0277
S&PVEQTOR VQT ... 180.18 +4.51 ... InnovS&P500UltN UNOV ... 25.07 ... ... iShMSCIIndiaETF INDA 1.3 26.22 +0.46 .0326 VanEckRussiaSC RSXJ ... 26.15 +0.35 ... FT LowDurOpp LMBS 2.4 51.70 +0.13 .10 InvscBS2024USDEM BSDE 4.6 23.90 –0.12 .0807
BarclaysETN+Select ATMP 12.0 10.88 +0.39 .3264 InnovS&P500UltO UOCT ... 24.05 +0.08 ... iShMSCIIndiaSC SMIN 2.5 24.83 +0.11 .4153 VanEckShHYMuni SHYD 3.7 21.99 +0.06 .0557 FT LowDurStrat LDSF 2.8 20.09 +0.09 .0332 InvscBull2029CpBd BSCT 2.9 20.21 –0.06 .0407
BarclaysWILETN WIL ... 63.31 –0.45 ... InnovS&P500UltSep USEP ... 24.42 –0.05 ... iShMSCINorwayCap ENOR 4.7 16.97 +0.61 .1321 VanEckVietnam VNM 1.0 11.92 –0.43 .1051 FT MgdMuni FMB 2.5 52.76 –0.25 .105 InvscBS2029MuniBd BSMT 2.0 24.14 –0.06 .0399
CBOES&P500DivAr KNG 4.9 37.52 –0.17 .3941 InnovS&PHiQualPfd EPRF 5.3 23.19 –0.02 .10 iShMSCI UK SC EWUS 3.8 30.61 +0.96 .6026 VangdESGIntlStk VSGX 2.8 43.13 +0.02 .056 FT MegaCap FMK 1.8 32.85 –0.06 .1219 InvscBS2021MuniBd BSML 1.1 25.05 ... .0208
CambriaEmSharehldr EYLD 5.6 24.35 +0.39 .4343 InvscBalMulti PSMB 3.9 12.34 +0.06 .0576 iShMSCIEAFEValue EFV 6.3 36.48 +0.39 1.3773 VangdESGUSStk ESGV 1.5 50.49 +0.15 .1433 FT MC CoreAlpha FNX 1.7 53.85 +1.54 .0965 InvscBS2021USDEM BSAE 3.8 25.06 +0.11 .0785
CambriaFgnShare FYLD 5.8 17.25 +0.47 .2665 InvscConsrvMulti PSMC 5.4 12.04 +0.03 .0663 iShMornMultiAsst IYLD 6.4 20.79 +0.32 .2199 VangdUSLiquid VFLQ 1.8 68.29 +1.47 .2795 FT MC GrwthAlpha FNY .3 40.76 –0.02 .0039 InvscBS27HYCpBd BSJR 5.3 22.34 +0.04 .0968
CambriaGlbAssetAll GAA 3.5 24.03 +0.31 .148 InvscGrwMultAll PSMG 2.9 12.63 +0.05 .0445 iShNorthAmNatRscs IGE 4.3 20.35 +0.64 .1956 VangdUSMinVol VFMV 2.8 75.40 –1.16 .3098 FT MC US Equity RNMC 2.3 17.24 +0.57 .0506 InvscBS2027MuniBd BSMR 1.9 23.82 –0.54 .0363
CambriaGlbMomentum GMOM 2.4 23.19 –0.01 .0204 InvscModConserv PSMM 3.5 12.48 +0.03 .0862 iShRussell2500 SMMD 2.0 37.18 +0.77 .1689 VangdUSMom VFMO 1.3 74.31 –0.50 .1332 FT MC ValAlpha FNK 2.9 23.91 +1.39 .0665 InvscBS2026MuniBd BSMQ 1.8 24.06 –0.51 .0365
CambriaGlbValue GVAL 4.5 15.80 +0.14 .0421 InvscPureDevxNA PBDM 3.9 20.10 +0.07 .1899 iShIntlPfdStock IPFF 5.6 11.70 +0.36 .06 VangdUSMultifact VFMF 2.1 61.37 +1.19 .3131 FT MCGrAlpDX FAD .7 66.86 –0.14 .137 InvscBS2023MuniBd BSMN 1.2 24.80 ... .024
CambriaMarijuana TOKE 6.4 10.82 –0.05 .1809 InvscPureFTSEEM PBEE 4.1 19.89 +0.06 .1258 iShShortMaturityBd NEAR 2.6 49.19 ... .081 VangdUSQual VFQY 1.6 69.92 +1.42 .2271 FT MuCValAlpha FAB 2.6 40.62 +2.04 .1363 InvscBS2023USDEM BSCE 4.3 25.01 +0.13 .084
CambriaShareholder SYLD 3.0 28.26 +1.08 .1982 InvscPureMSCIUSA PBUS 1.9 28.14 –0.18 .1538 iShShrtMatMuniBd MEAR 1.5 49.87 +0.08 .0646 VangdUSValue VFVA 3.1 53.23 +2.69 .3655 FTMuniCEFIncmOpp MCEF 3.3 17.40 +0.07 .05 InvscBS2022MuniBd BSMM 1.3 24.91 –0.02 .0259
CambriaSovHiYdBd SOVB 4.1 23.40 +0.58 .0199 InvscPrMSCIUSASC PBSM 1.9 21.90 +0.78 .1164 iShCohen&StrsREIT ICF 3.0 96.37 +0.38 .63 WisdTrYdEnhUSST SHAG 2.7 50.90 +0.08 .1025 FTMuniHiIncm FMHI 3.6 48.02 +0.02 .14 InvscBS2022USDEM BSBE 4.2 25.19 +0.18 .0858
CambriaTailRiskETF TAIL 1.1 22.90 –0.28 .0477 InvscPureUSAggBd PBND 2.6 26.75 –0.05 .0581 iShUS Div&Buyback DIVB 2.6 25.12 +0.15 .1729 WisdomDynCurrIntl DDWM 4.2 23.67 +0.03 .0617 FT NasdComBk QABA 3.2 34.61 +2.26 .2661 InvscBuyBackAch PKW 2.0 52.71 +0.54 .291
CambriaTrinity TRTY 2.9 21.34 +0.20 .0869 InvscPure0-5YTIPS PBTP 2.1 25.06 +0.01 .001 iShUSInfr IFRA 2.5 21.62 +0.33 .1484 WisdomDynCurrIntSC DDLS 5.3 24.40 +0.39 .0708 FT NasdCleanEdge QCLN 1.0 23.25 +0.47 .0538 InvscDWABasicMatl PYZ 2.1 47.57 +2.16 .1932
CambriaValue VAMO 1.2 15.78 –0.33 .0186 InvscRuss1000Dyn OMFL 1.9 28.81 +0.15 .1044 iShUSTreasuryBdETF GOVT 1.8 28.07 –0.11 .0333 WisdTrDynLSUS DYLS ... 21.19 +0.18 ... FT NasdClEdSmGr GRID 1.4 47.39 +2.25 .0616 InvscDWAConsCyc PEZ .3 40.86 +0.06 .1008
DeutXHYCorpBdInt HYIH 6.8 18.66 –0.06 .0855 InvscRs1000EnhEW USEQ 2.6 23.06 +0.42 .1745 JPMBetaCanada BBCA 3.1 20.70 +0.33 .1151 WT EM ESG Fd RESE 4.6 24.61 –0.07 .0347 FT NasdCybersec CIBR 1.7 27.93 –0.54 .399 InvscDWACnsStpls PSL .8 60.35 –0.53 .1555
DeutXInvGradeBdInt IGIH 3.7 21.10 –0.34 .0587 InvscRuss2000Dyn OMFS 1.9 20.65 +0.83 .0971 JPMBetaDevAsia BBAX 5.2 19.49 –0.27 .2132 WisdTrEurMultFd EUMF 3.3 24.44 –0.03 .0089 FT NasdGlblAuto CARZ 3.9 26.54 +0.32 .3022 InvscDWADevMkt PIZ 1.9 24.01 –0.29 .0449
EsotericaNextG WUGI ... 28.42 –0.45 ... InvscS&P500MinVar SPMV 1.9 27.65 –0.42 .1689 JPMBetaEurope BBEU 4.4 19.75 +0.17 .1723 WisdomTreeCpBdFd WFIG 3.0 52.74 –0.40 .12 FT Nasd100xTech QQXT .4 54.53 –0.59 .0526 InvscDWAEMMom PIE 2.4 15.45 +0.01 .0051
EventShUSPolicy PLCY ... 20.91 +0.21 ... InvscS&PIntlDev IDHD 8.2 21.39 +0.07 .2224 JPMBetaIntl BBIN .6 41.37 +0.16 .0738 WisdomTreeUSHYCpBd WFHY 5.7 46.51 –0.17 .185 FT Nasd100Tech QTEC .8 91.70 –2.37 .1773 InvscDWAEnerMom PXI 5.7 13.94 +0.71 .0939
FTCboeUSBuffAug FAUG ... 28.72 +0.03 ... InvscS&PSCHiDiv XSHD 8.1 15.07 +0.79 .1142 JPMBetaJapan BBJP 2.7 21.03 +0.02 .5657 WisdTrUSSTCpBd SFIG 2.4 50.86 +0.10 .11 FT NasdArtlIntel ROBT .5 30.31 +0.57 .0173 InvscDWAFinMom PFI 2.0 31.17 +0.33 .3048
FTCboeUSBuffFeb FFEB ... 27.51 –0.03 ... InvscS&PSCQuality XSHQ 1.7 22.66 +0.35 .1284 JPMBetaUSREIT BBRE 2.8 67.29 +1.70 .3558 WisdTrUSSTHY SFHY 5.8 44.67 –0.01 .154 FTNasdaqBk FTXO 4.3 17.17 +0.76 .1181 InvscDWAHlthcrMom PTH ... 97.15 –3.37 ...
FTCboeUSBuffNov FNOV ... 28.81 –0.05 ... iPathS&P500DynVIX XVZ ... 38.15 –0.64 ... JPM Beta1-5Y BBSA 2.4 26.14 +0.05 .0215 WisdTrIntlESGFd RESD 2.2 22.22 +0.02 .1566 FT NasdFood&Bev FTXG 1.5 18.32 –0.30 .0464 InvscDWAIndlsMom PRN .5 60.22 +0.97 .0542
FTCboeUSDeepAug DAUG ... 29.19 –0.09 ... iPathS&PMLPETN IMLP 12.8 8.91 +0.46 .2843 JPMBetaUSEquity BBUS 1.9 51.05 ... .1804 WisdTrIntlQualDiv IQDG 2.5 27.12 –0.03 .1179 FT NasdOil&Gas FTXN 3.2 10.40 +0.36 .0177 InvscDWAMom PDP .4 59.35 –0.38 .0709
FTCboeUSDeepFeb DFEB ... 28.59 –0.11 ... iPathBS&P500VIXMid VXZ ... 34.78 +0.81 ... JPMCorePlusBd JCPB 2.6 54.54 –0.06 .0874 WisdTrUSMulti USMF 2.1 27.07 +0.22 .2027 FT NasdPharm FTXH .9 21.70 –0.84 .0591 InvscDWASCMom DWAS .3 44.56 –0.33 .0409
FTCboeUSDeepNov DNOV ... 29.48 +0.01 ... iPathS&P500VIX VXX ... 41.19 –0.33 ... JPMorganDisciplHY JPHY 5.6 46.36 +0.01 .2481 XtrkrsEurozone EURZ 3.4 17.75 +0.58 .1128 FT NasdRetail FTXD 1.4 20.64 –0.08 .046 InvscDWATechMom PTF ... 74.39 –1.56 ...
FidelityLowDurBd FLDR 2.5 50.09 +0.04 .078 iPathFlattener FLAT ... 70.41 +17.11 ... JPMGlblBdOpps JPGB 5.0 47.42 –0.16 .2357 FT NasdSemicon FTXL 1.1 36.25 –0.70 .0589 InvscDWAUtilMom PUI 2.6 29.37 –1.24 .1546
.113
FidelityStkInfl FCPI 2.3
FidelityTargEM FDEM 3.4
21.36
20.20
+0.24
+0.04
.129
.105
iPathSteepener STPP ...
iPath10-yearBull DTYL ...
24.25
97.54
–0.04
–0.17
...
...
JPM Municipal JMUB 2.3
JPM UltShtIncm JPST 2.5
52.17
50.26
–0.21
+0.05 .0596 NASDAQ FT NasdaqTrans FTXR 1.9
FT Nasd100 EW QQEW .6
15.99
68.43
+0.23
–1.11
.034
.096
InvscDivAchvrs PFM 2.5
InvscIntLowBeta IDLB 5.1
26.65
23.07
–0.23
–0.05
.1646
.1563
FidelityTargIntl FDEV 4.0 22.24 ... .146 iPath2yearBull DTUL ... 74.97 +4.33 ... JPMUltShMuni JMST 1.5 50.64 +0.01 .0457 FT RBA AmerInd AIRR .3 21.07 +0.61 .0495 InvscFTSEUS1500SM PRFZ 2.0 98.91 +3.96 .4004
FTLuntUSFactor FCTR 1.1 19.67 +0.14 .0373 iShAdCurrHdgMSCI DEFA 3.9 23.54 ... .6022 LHAMktStUSTact MSUS ... 22.41 +0.26 ... AdvShDWAlphaEW DWEQ ... 18.24 –0.27 ... FTRisingDivAch RDVY 2.0 28.02 +0.23 .1075 InvscGlblWater PIO 1.4 26.23 +0.32 .0085
FlexShCredScUSLg LKOR 3.6 58.58 –1.09 .1478 iShIntmGovt/CredBd GVI 2.2 116.19 –0.08 .1897 LeggMasonEMLowVol LVHE .0 20.88 +0.08 .1492 AdvShDW FSM AC DWAW ... 24.51 –0.10 ... FT RiverFrDynAP RFAP 3.3 43.11 –0.30 .6879 InvscGoldenDragon PGJ .4 38.18 –1.52 .0852
FlexMrnUSMktFtrTlt TILT 2.0 102.73 +1.18 .4543 iShBrdUSDHYCpBd USHY 6.5 36.27 –0.03 .193 LeggMasonIntLowVol LVHI 5.9 20.86 +0.03 .0847 AdvShDW FSM US DWUS ... 23.98 –0.24 ... FT RiverFrDynDev RFDI 3.5 47.63 +0.06 .1537 InvscHYEquDivAch PEY 5.6 13.64 –0.05 .0632
FlexSTOXXGlbESGImp ESGG 2.2 93.38 +0.50 .3816 iShConvBond ICVT 1.9 60.34 +0.27 .0736 MainSectorRot SECT 1.5 25.68 +0.22 .2079 AdvShDorseyMc DWMC .1 17.67 +0.54 .0178 FT RiverFrDynEM RFEM 4.9 49.47 –0.34 1.3439 InvscIntlBuyBkAch IPKW 3.9 25.17 +0.22 .2455
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FlexSTOXXUSESGImp ESG 1.8 68.09 –0.24 .307 iShCoreMSCIEAFE IEFA 4.0 51.85 +0.23 1.1966 MotleyFool100 TMFC .5 24.70 +0.17 .1256 AdvShDorseyShrt DWSH ... 26.70 –2.76 ... FT RiverFrDynEur RFEU 4.0 49.18 +0.09 .194 InvscIntlDivAch PID 6.3 11.56 –0.18 .0806
FlexShUSQualLC QLC 2.3 31.40 –0.10 .141 iShCurrHdgMSCIEAFE HEFA 3.9 25.00 –0.20 .6163 MotleyFoolSCGrw MFMS .0 23.80 –0.09 .3406 AdvShViceETF ACT 2.9 21.17 +0.18 .6203 FT S&PIntDivArist FID 5.3 13.32 +0.17 .056 InvscKBWBank KBWB 4.1 36.57 +1.09 .3667
FormulaHdgGrwth FFHG .9 21.80 –0.34 .0423 iShCurrHdgMSCIEM HEEM 3.6 22.19 –0.25 .5655 NuvESGEMEquity NUEM 2.5 21.83 –0.17 .5415 AlphaMarkActiveMgd SMCP .8 18.64 +0.33 .1539 FT SMID CapRising SDVY 2.5 15.48 +0.40 .0753 InvscKBWHiDvYdFn KBWD 15.8 12.19 +0.53 .1624
FormulaFolIncm FFTI 3.4 23.38 +0.01 .0226 iShIntlSelDividend IDV 9.4 23.21 +0.62 .799 NuvESGIntlDev NUDM 4.2 21.82 +0.14 .9217 AmplifyOnlineRet IBUY .3 52.11 +0.40 .1494 FT SSI Strat FCVT 1.7 31.20 +0.18 .04 InvscKBWPrEquREIT KBWY 11.8 17.48 +1.28 .1988
FormulaFolSmartGrw FFSG 2.5 22.76 +0.12 .2057 iShTransportAvg IYT 1.9 144.78 ... .8387 NuvESG LC NULC .8 26.14 –0.01 .2139 ArrowCntryRotat DWCR 2.6 21.00 +0.31 .2633 FT SrLoanFd FTSL 4.5 43.91 +0.05 .15 InvscKBWP&CIns KBWP 2.9 50.35 –1.45 .432
FormulaFolTactGrw FFTG 1.5 24.58 –0.17 .0497 iShU.S.Industrials IYJ 1.6 134.01 +2.42 .5433 NuvESGLCGrowth NULG .5 39.43 +0.34 .2615 ArrowInvDWATact DWAT 2.0 9.65 ... .1423 FT SC CoreAlpha FYX 1.4 46.71 +2.70 .3025 InvscKBWRegBkg KBWR 4.0 35.15 +2.48 .3375
FrankDisrComm BUYZ ... 25.09 –0.18 ... iShUSAerospace&Def ITA 2.4 150.41 +1.75 .7873 NuvESGLCValue NULV 1.8 26.04 –0.15 .4814 ClearBr AC Grw CACG .7 31.78 –0.27 .2581 FT SC GrwthAlpha FYC .5 35.97 +0.69 .1431 InvscNasdInt PNQI ... 142.05 –1.66 ...
FrankGenAdv HELX ... 25.71 –0.78 ... iShUSHomeConstrn ITB .7 35.82 +3.50 .0772 NuvESGMCGrowth NUMG .3 32.98 +0.03 .0961 ClearBrDivStrat YLDE 1.9 28.07 –0.20 .1368 FT SC US Equity RNSC 2.1 16.30 +0.82 .0077 Invsc1-30LadTrea PLW 1.6 39.82 –0.31 .0371
FrankIntMach IQM ... 23.06 –0.22 ... iShUSOil&GasExpln IEO 3.5 30.95 +2.18 .2996 NuvESGMCValue NUMV 3.3 21.79 +0.37 .7238 ClearBrLCGrw LRGE .4 35.78 –0.07 .14 FT SC Value FYT 1.9 26.12 +2.38 .0294 InvscQQQI QQQ .8 212.74 –1.10 .3627
FrankHYCorp FLHY 7.2 23.31 –0.23 .231 iShUSTelecomm IYZ 2.8 26.57 –0.47 .2261 NuvESGSC NUSC 1.2 23.96 +0.63 .2813 CSX-LinksCrudeOil USOI 58.8 6.30 –0.31 1.1541 FT SKoreaAlpha FKO 2.3 15.84 +0.19 .0873 InvscRAFIStDvxUS ISDX 3.3 19.89 +0.31 .1768
FrankIntlAggBd FLIA 2.1 25.15 +0.13 .5181 iShESGMSCIUSASC ESML 1.5 22.03 +0.55 .0654 NuvShTermREIT NURE 3.9 21.69 +0.58 .2251 CSXLGoldCvETN GLDI 7.9 9.84 +0.07 .0871 FT StratIncm FDIV 4.5 43.55 +0.53 .14 InvscRAFIStrDevSm ISDS 2.8 19.17 +0.59 .187
FrankSrLoan FLBL 4.7 23.13 –0.10 .0682 iShEdgeHYDefBd HYDB 6.4 45.06 +0.19 .2401 PacerIntCashCow100 ICOW 3.9 20.29 –0.05 .0446 CSX SilverETN SLVO 9.9 5.90 –0.01 .0414 FT SwitzAlpha FSZ 2.4 44.17 +0.08 .0909 InvscRAFIStratEM ISEM 3.0 20.29 –0.33 .0268
FranklinLib US FLQL 2.3 29.78 –0.19 .1076 iShEdgeInvGrEnhBd IGEB 3.6 51.71 –0.43 .1457 PacerGlCashCows GCOW 5.4 23.76 +0.01 .2153 DavisFinl DFNL 2.1 17.52 +0.52 .282 FT TCW Opp FIXD 2.4 53.98 +0.07 .0609 InvscRAFIStratUS IUS 2.3 23.31 +0.07 .1473
FranklinLibUS MC FLQM 1.7 27.23 +0.13 .0693 iShEdgeMSCIMinEAFE EFAV 4.9 63.51 –0.40 1.7344 PacerTrendEurIndex PTEU ... 23.73 ... ... DavisSelectIntlETF DINT 3.1 15.70 +0.30 .49 FT TacticalHY HYLS 5.4 44.62 –0.03 .206 InvscRAFIStrUSSm IUSS 1.5 18.75 +0.70 .0707
FranklinLibUS SC FLQS 1.9 22.17 +0.60 .0442 iShEdgeMSCIMinVlEM EEMV 3.1 49.28 +0.10 .6242 PacerTrendpilot450 PTMC ... 28.33 –0.04 ... DavisUSEquity DUSA 1.4 21.35 +0.22 .29 FT TotalUSMkt TUSA 1.6 27.35 +0.53 .1033 InvscR1000LoBeta USLB 2.8 28.42 +0.09 .1774
Freedom100EM FRDM 1.9 20.84 +0.26 .0914 iShEdgeMSCIMinVol ACWV 2.9 85.01 –0.84 1.0235 PacerTrendpilot100 PTNQ ... 36.78 –0.18 ... DavisWorldwide DWLD 2.7 20.86 +0.25 .57 FT USEquityDiv RNDV 3.7 19.59 +1.01 .0771 InvscS&PSCCnsDisc PSCD 1.7 43.65 +3.45 .2004
GlbX FdrRunCos BOSS .6 18.62 +0.10 .0697 iShEdgeMSCIMinUSA USMV 2.3 57.86 –0.62 .3133 PacerTrendpilot750 PTLC ... 26.98 –0.01 ... DorseyWrightETN36 BMLP 10.9 32.03 +4.31 .88 FT UK Alpha FKU 5.7 26.50 +0.50 .2715 InvscS&PSCCnsStpl PSCC 2.0 67.95 +2.06 .045
GlbXRuss2000Cvr RYLD 13.6 17.97 +0.26 .176 iShMSCIMinVolUSASC SMMV 2.2 27.34 +0.41 .0982 PacerUSCashCows100 COWZ 3.2 24.17 +0.50 .2831 FidelityNasdComp ONEQ 1.1 335.12 –0.54 .90 FlexShCredScoreUS SKOR 3.0 52.52 –0.06 .1216 InvscS&PSCEner PSCE .8 3.04 +0.17 .0139
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

GlbXTarget5 TFIV 6.4 21.43 +0.17 .095 iShEdgeMSCIUSAMom MTUM 1.6 116.03 –1.18 .4455 PacerUSSCCash100 CALF 1.8 19.85 +1.25 .0839 FT AltAbsRet FAAR 1.1 25.16 –0.19 .2647 FlexShDiscDurMBS MBSD 3.2 24.08 +0.05 .0603 InvscS&PSCFinls PSCF 6.1 36.81 +2.17 .8413
GlbXTargetPlus2 TFLT 4.7 23.14 +0.09 .065 iShEdgeMSCIUSAQual QUAL 1.9 88.81 +0.40 .4103 PacerWealthShield PWS 1.4 23.91 –0.43 .047 FT APxJapan FPA 4.6 21.27 –0.13 .4929 FlexShRealAsset ASET 3.6 25.37 +1.20 .0898 InvscS&PSCHlthCr PSCH ... 112.04 –0.66 ...
GlbXUSInfrDevt PAVE .9 13.31 +0.44 .0537 iShEdgeMSCIUSAVal VLUE 3.6 67.21 +0.24 .6936 PointBridgeGOP MAGA 2.9 21.91 +0.29 .628 FT BICK BICK 1.1 21.50 +0.17 .1522 GlbXAuto&Elc DRIV 1.5 12.14 ... .112 InvscS&PSCIndls PSCI 1.0 50.50 +2.04 .1279
GSAccInflUSDBd GTIP 3.0 54.31 –0.49 .1133 iShUSFixedIncmBal FIBR 3.2 99.96 –0.04 .2775 PremiseCapDivTact TCTL 10.4 25.77 –0.06 .6679 FT BrazilAlpha FBZ 18.8 8.87 +0.77 .1681 GlbXCannabis POTX 4.7 9.16 –0.22 .2149 InvscS&PSCInfTech PSCT .2 78.03 +0.29 .0234
GSAccUltShBd GSST 2.3 50.02 +0.07 .0595 iShEmMkCorpBdFd CEMB 4.6 47.68 +0.30 .1898 PrincipalGlbDiv GDVD 3.4 23.82 +0.01 .1348 FT BuyWrite FTHI 5.2 18.49 +0.20 .08 GlbXCloudComp CLOU .0 16.66 –0.08 .0076 InvscS&PSCMatls PSCM 1.8 32.85 +1.51 .1439
GS EW US LC Equity GSEW 2.1 41.95 +0.24 .2779 iShEM HY Bd EMHY 6.9 39.15 +0.78 .1968 PrincipalSpectPfd PREF 4.9 94.21 –0.01 .4143 FT CEFIncmOpp FCEF 6.2 17.39 ... .0975 GlbXConsciousCos KRMA 1.7 19.90 –0.21 .1898 InvscS&PSCUtil PSCU 2.6 46.43 –1.59 .0951
HartfordCoreBd HCRB 1.9 41.14 +0.94 .0561 iShEvolCnStpls IECS 2.6 25.54 –0.32 .1268 ProShGlbListedPrv PEX 12.4 23.18 +0.64 .1843 FT CA MuniHi FCAL 2.6 49.61 –0.27 .095 GlbX Cybersec BUG .2 16.50 +0.01 .0404 InvscVarRateInvt VRIG 3.0 23.65 +0.01 .0517
HartfordLowVolUS LVUS 2.4 26.09 +0.36 .1175 iShEvolUSDisc IEDI 1.3 28.03 –0.10 .0999 ProShHY IntRt HYHG 6.6 56.52 +0.16 .2874 FT CanadaAlpha FCAN 1.7 18.42 +1.31 .0812 GlbXDAXGermany DAX 3.1 22.10 +0.68 .003 InvscWaterRscs PHO .6 33.52 +0.04 .0362
HartfordShrtDur HSRT 3.5 39.65 ... .1203 iShEvolUSFin IEFN 3.0 18.84 +0.41 .143 ProShInvGrdIntRt IGHG 3.9 67.27 –0.53 .1835 FT CapStrength FTCS 1.4 54.17 –0.65 .1535 GlbXecomm EBIZ .2 18.16 –0.11 .034 iShAsia50ETF AIA 2.6 57.50 –0.86 .4184
InnovLuntLowVol LVHB 2.6 25.43 –0.27 .3386 iShEvolUSHlthcr IEHS .8 29.66 –0.71 .0478 ProShK1FreeCrude OILK 3.8 23.89 –3.10 .0556 FT ChinaAlphaDEX FCA 4.5 22.43 –0.45 .2411 GlbXFinTech FINX ... 27.30 +0.18 ... iSh3-7YTreasuryBd IEI 1.8 133.22 –0.14 .1254
InnovNasd100Oct NOCT ... 32.12 –0.04 ... iShEvolUSInnHlthcr IEIH 1.4 27.93 –1.04 .1039 ProShLCCorePlus CSM 1.8 64.93 +0.26 .2808 FT CloudComp SKYY .4 60.12 –0.86 .0367 GlbXFutAnalytic AIQ .5 17.27 –0.15 .0363 iShBrdUSDInvCpBd USIG 3.3 57.87 –0.45 .1576
InnovNasd100Apr NAPR ... 32.61 –0.08 ... iShEvoUSMedia IEME 1.1 22.17 +0.21 .0403 ProShDivGrowers EFAD 2.3 33.68 +0.29 .041 FT DevIntlEquity RNDM 4.1 40.83 +0.11 .0613 GlbXGen&Biotech GNOM ... 14.04 –1.04 ... iShCommodSelStrat COMT 3.5 21.92 +0.15 .8576
InnovNasd100Jan NJAN ... 34.68 –0.05 ... iShEvolUSTech IETC .7 32.59 +0.15 .073 ProShMSCIEMDiv EMDV 3.2 43.39 –0.27 .051 FT DevMkts FDT 3.5 42.35 +0.02 .0491 GlbX Health&Well BFIT .7 17.18 +0.02 .0479 iShCoreMSCITotInt IXUS 3.7 49.15 +0.19 .9775
InnovRuss2000Oct KOCT ... 22.07 +0.25 ... iShExpTechSftwr IGV .5 233.41 +1.10 1.1703 ProShMSCIEurDiv EUDV 2.5 36.73 +0.81 .0637 FT DevMktsXUS FDTS 3.7 28.62 +0.90 .2018 GlbXInternetThings SNSR 1.3 20.68 +0.34 .1843 iShCore1-5YUSDBd ISTB 2.7 50.92 –0.03 .1008
InnovRuss2000Apr KAPR ... 23.90 +0.15 ... iShMtgRealEstCap REM 17.4 21.50 +1.34 .827 ProShMergerETF MRGR .8 38.22 +0.41 .2162 FT DorseyDyn5 FVC 1.1 23.17 –0.07 .003 GlbXLongevityThem LNGR .6 22.09 –0.57 .1435 iShCoreS&PUSGrowth IUSG 1.5 63.70 +0.26 .1875
InnovRuss2000Jan KJAN ... 23.02 +0.26 ... iShUSBlendStyle STLC ... 25.34 ... ... ProShMornAltSoln ALTS 2.6 33.80 +0.20 .1009 FT DorseyFoc5 FV .7 28.69 –0.40 .025 GlbXMSCISuperDiv EFAS 7.9 11.14 +0.32 .0475 iShCoreS&PUSValue IUSV 2.9 49.83 –0.09 .4018
InnovS&P500Buff BJUL ... 25.42 +0.01 ... iShUSMidBlendStyle STMB ... 25.26 +0.29 ... ProShPetCare PAWZ .3 43.62 +0.50 .0128 FT DorseyIntl5 IFV 4.2 14.46 –0.05 .039 GlbXMillThematic MILN .4 22.90 +0.23 .0901 iShCoreTotalUSDBd IUSB 2.9 53.32 –0.26 .1217
InnovS&P500BuffO BOCT ... 24.06 –0.01 ... iShUSSmBlendStyle STSB ... 26.11 +0.72 ... ProShRuss2000Div SMDV 2.9 46.97 +1.08 .2778 FT DW Momentum DDIV 4.3 18.65 –0.26 .0972 GlbXNasd100Cv QYLD 11.9 19.83 +0.05 .1986 iShCurrHdMSCIGrmny HEWG 3.1 23.40 +0.23 .7257
InnovS&P500BuffA BAPR ... 26.08 –0.01 ... iShFctUSValStyle STLV 2.8 18.78 +0.27 .1325 ProShRussUSDivGrw TMDV 1.6 33.88 –0.09 .1969 FT DW Mom&Low DVOL 2.1 19.07 –0.17 .0494 GlbX Robotics&AI BOTZ .9 19.84 +0.34 .0307 iShSelectDividend DVY 4.7 77.92 +0.08 .9467
InnovS&P500Aug BAUG ... 24.35 +0.01 ... iShFloatingRateBd FLOT 2.6 49.88 +0.01 .0934 ProShS&P500Arist NOBL 2.5 61.82 –0.31 .3438 FT DW Mom DVLU 2.9 13.02 +0.09 .083 GlbXS&P500Catholic CATH 1.6 34.79 +0.01 .3244 iShESGMSCIEAFE ESGD 3.2 55.02 +0.34 .598
InnovS&P500Dec BDEC ... 24.61 –0.03 ... iShGlbxUSDHiYdCpBd HYXU 1.4 45.36 +0.41 .6189 ProShS&PMC400 REGL 2.9 48.02 +0.86 .3935 FT DorseyWright DWPP 1.7 25.37 +0.10 .1432 GlbXSocialMedia SOCL ... 33.11 –0.29 ... iShESGMSCIEM ESGE 2.6 28.46 –0.19 .6713
InnovS&P500Feb BFEB ... 22.29 –0.04 ... iShGlbHiCorpBdFd GHYG 5.0 43.78 –0.34 .1849 ProShS&PTechDiv TDV 1.0 36.48 –0.14 .1415 FTDorseyDALI1 DALI .6 16.88 ... .0202 GlbXSuperDividAlt ALTY 11.8 9.77 +0.26 .0981 iShESGEMLdrs LDEM ... 41.38 +0.09 ...
InnovS&P500Jan BJAN ... 26.49 +0.04 ... iShGoldStrategy IAUF ... 58.01 –1.07 ... ProShShortUSDEmgBd EMSH 3.7 69.66 +0.59 .1993 FT DJ IntlInt FDNI 3.1 25.03 –0.25 .3087 GlbXSuperDivdREIT SRET 16.7 6.97 +0.50 .065 iShESGMSCIUSA ESGU 1.5 63.43 ... .2605
InnovS&P500BuffJun BJUN ... 26.23 –0.10 ... iShiBdsDec2028Muni IBMQ 1.5 26.23 +0.12 .0311 ProShTrMgdFut FUT 1.2 39.97 –0.43 .0564 FT MultAsstDiv MDIV 8.3 13.00 +0.33 .036 GlbX ThemGrwth GXTG .7 25.20 +0.40 .0845 iShESGIUSALdrs SUSL 1.7 49.43 +0.12 .227

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.
1.63 0.90 VascularBiogenics VBLT ... dd 1.40 +0.05 ... 28.86 16.48 VillageSuper A VLGEA 4.2 20 23.75 –0.03 .25 6.24 1.36 WandaSports WSG ... ... 2.20 –0.04 ... 7.27 1.87 WisdomTreeInvs WETF 3.9 dd 3.05 +0.13 .03 48.95 27.93 Yandex YNDX ... 54 37.41 +1.41 ...
19.21 7.42 VeecoInstr VECO ... dd 10.51 +0.49 ... 14.03 4.20 ViomiTech VIOT ... 11 5.77 +0.01 ... 38.26 20.92 WashingtonFederal WAFD 3.4 10 25.60 +0.65 .22 156.40 76.81 Wix.com WIX ... dd 124.18 –10.18 ... 6.87 3.66 YintechInvt YIN 1.7 dd 5.77 –0.17 .20
11.85 2.06 VenusConcept VERO ... dd 4.45 +0.19 ... 33.10 4.98 ViperEnergyPtrs VNOM 20.9 11 8.60 +0.45 .45 54.96 25.86 WashTrBcp WASH 6.1 9 33.67 +0.92 .51 129.06 46.51 Woodward WWD 1.9 14 58.51 +6.32 .28 49.85 33.06 YorkWater YORW 1.8 37 40.57 –1.26 .1802
12.75 3.12 VeraBradley VRA ... 11 5.20 +0.83 ... 75.00 11.65 VirBiotech VIR ... ... 27.89 –4.72 ... 19.48 12.22 WaterstoneFinl WSBF 3.3 10 14.36 +1.35 .12 226.83 107.75 Workday WDAY ... dd 146.66 +1.70 ... 18.20 2.64 Yunji YJ ... dd 3.81 +0.08 ...
31.18 13.90 Veracyte VCYT ... dd 26.17 +2.76 ... 5.00 1.82 VircoMfg VIRC ... 16 2.36 –0.15 ... 28.99 11.40 Watford WTRE ... 6 11.65 –1.13 ... 175.78 43.16 WorldAcceptance WRLD ... 12 59.02 +2.01 ... 9.01 2.06 ZAGG ZAGG ... 7 3.20 –0.15 ...
4.67 0.83 Verastem VSTM ... dd 1.75 –2.38 ... 26.57 14.94 VirtuFinancial VIRT 4.0 dd 24.07 –0.18 .24 18.29 9.52 WaysideTech WSTG 4.4 10 15.42 +0.48 .17 32.83 19.04 WrightMedical WMGI ... dd 29.53 +0.55 ... 7.25 1.80 Ziopharm ZIOP ... dd 2.54 –0.38 ...
62.84 32.44 VerintSystems VRNT ... 99 42.32 +0.06 ... 141.79 55.37 VirtusInvtPtrs VRTS 2.9 9 93.00 +17.34 .67 69.03 29.50 Weibo WB ... 16 34.98 –1.51 ... 153.41 35.84 WynnResorts WYNN 4.9 71 80.83 +4.22 1.00 2.83 0.62 Zafgen ZFGN ... dd .79 –0.02 ...
221.78 148.77 VeriSign VRSN ... 31 205.02 –7.11 ... 55.84 19.48 Virtusa VRTU ... 34 32.54 +2.04 ... 24.04 6.82 Wendy's WEN 2.5 33 19.46 +0.56 .12 66.91 25.05 ZaiLab ZLAB ... dd 60.42 –3.03 ...
171.73
29.41
116.61
10.02
VeriskAnalytics
Veritex
VRSK
VBTX
.7
4.0
57
10
153.45
17.06
+4.91
+2.57
.27
.17
105.99
4.75
38.69
0.80
Visteon
Vivus
VC
VVUS
...
...
82
dd
60.27
1.07
+9.27
–0.29
...
...
44.97
41.09
27.27
19.05
WernerEnterprises
WesBanco
WERN
WSBC
.9
5.4
19
10
40.98
23.68
+0.89
+0.68
.09
.32
XYZ 44.60
260.40
18.75
150.06
ZealandPharma
ZebraTech
ZEAL
ZBRA
...
...
dd
26
33.24
225.55
–2.02 ...
+16.93 ...
9.98 1.22 Veritone VERI ... dd 4.98 +0.97 ... 21.72 11.46 Vodafone VOD 6.9 dd 13.61 –0.03 .4962 25.93 13.74 WestBancorp WTBA 4.6 10 18.25 +1.88 .21 37.43 22.00 ZentalisPharm ZNTL ... ... 31.29 +0.79 ...
12.89 2.01 VeronaPharma VRNA ... dd 3.85 –2.16 ... 13.75 4.18 Vonage VG ... dd 8.09 –0.10 ... 69.08 46.94 WestamericaBncp WABC 2.7 21 61.39 –0.13 .41 28.85 12.47 XOMA XOMA ... dd 23.67 –1.06 ... 66.96 18.65 Zillow A ZG ... dd 41.73 +1.56 ...
28.79 6.26 VoyagerTherap VYGR ... dd 10.58 –0.60 ... 43.52 15.50 XP XP ... 46 23.10 +0.20 ...
18.67 6.79 VerricaPharm VRCA ... dd 10.99 –0.56 ... 72.00 27.40 WesternDigital WDC 4.9 dd 40.48 –0.21 .50 26.40 6.76 XBiotech XBIT ... 1 15.66 +1.96 ... 66.68 20.04 Zillow C Z ... dd 42.46 +1.76 ...
277.80 164.07 VertxPharm VRTX ... 44 254.90 –14.96 ... 10.10 4.45 WestNewEngBncp WNEB 3.6 12 5.59 +0.08 .05 52.48 23.58 ZionsBancorp ZION 4.4 10 30.90 +1.44 .34
53.68
53.71
13.12
10.10
ViacomCBS A
ViacomCBS B
VIACA
VIAC
4.9
5.8
3
3
19.53
16.46
+0.93
+0.83
.24
.24
W 3.39
34.18
0.70
15.40
WestportFuelSys
WeycoGroup
WPRT
WEYS
...
5.1
cc
9
.95
18.72
+0.15
+0.23
...
.24
3.50
72.14
0.40
46.58
XcelBrands
XcelEnergy
XELB
XEL
...
2.8
dd
24
.82
62.18
+0.22 ...
–2.39 .43 19.98
11.15
0.13
2.84
ZionsBancorpWt
Zix
ZIONW
ZIXI
...
...
...
dd
.25
5.23
+0.08 ...
–0.16 ...
46.33 19.35 Xencor XNCR ... 64 28.07 –2.22 ...
97.31 25.10 ViaSat VSAT ... cc 40.52 –0.78 ... 39.98 6.61 WAVE LifeSci WVE ... dd 8.28 +0.19 ... 40.30 17.92 Willdan WLDN ... 58 23.47 +2.61 ... 18.45 7.00 XenonPharms XENE ... dd 12.36 –0.09 ... 57.22 16.65 Zogenix ZGNX ... dd 26.61 –2.90 ...
16.35 8.08 ViaviSolutions VIAV ... 66 11.83 –0.07 ... 211.68 151.16 WD-40 WDFC 1.6 44 168.90 –4.15 .67 74.46 16.07 WillisLease WLFC ... 2 19.28 +0.78 ... 12.98 1.42 XerisPharm XERS ... dd 2.44 +0.56 ... 181.50 60.97 ZoomVideo ZM ... cc 138.56 –20.24 ...
57.86 26.50 Vicor VICR ... cc 51.62 +1.79 ... 46.05 17.84 WSFS Financial WSFS 1.8 10 27.41 +4.25 .12 220.97 143.34 WillisTowers WLTW 1.5 22 183.34 +6.12 .68 133.00 67.68 Xilinx XLNX 1.8 27 82.99 –6.75 .38 6.33 1.08 Zovio ZVO ... dd 1.71 +0.06 ...
24.83 10.18 VictoryCapital VCTR 1.3 12 14.91 +0.28 .05 17.81 13.00 WVS Financial WVFC 3.0 8 13.44 +0.02 .10 6.00 4.39 WiMiHologram WIMI ... ... 4.88 –0.34 ... 25.48 9.01 Xperi XPER 5.6 dd 14.40 –0.29 .20 89.54 35.00 Zscaler ZS ... dd 66.85 –0.65 ...
70.66 18.20 VielaBio VIE ... ... 38.81 –2.74 ... 47.19 9.75 WW Intl WW ... 13 23.36 +2.78 ... 120.71 44.27 Wingstop WING .4 cc 118.19 +4.20 .11 7.20 1.87 Xunlei XNET ... dd 3.16 –0.19 ... 35.68 13.13 Zumiez ZUMZ ... 8 21.29 +2.50 ...
9.76 1.11 ViewRay VRAY ... dd 1.90 –0.30 ... 9.90 0.21 Waitr WTRH ... dd 1.33 +0.22 ... 215.00 115.00 Winmark WINA .1 18 146.96 –2.12 .05 36.55 14.16 Y-mAbsTherap YMAB ... dd 32.39 –2.31 ... 16.47 2.55 ZynerbaPharma ZYNE ... dd 3.70 –0.34 ...
8.92 3.26 VikingTherap VKTX ... dd 5.45 –0.56 ... 64.50 39.41 WalgreensBoots WBA 4.4 11 41.66 –2.08 .4575 78.25 22.02 WintrustFin WTFC 2.8 7 39.83 +3.82 .28 7.54 1.29 YRC Worldwide YRCW ... dd 1.61 +0.06 ... 7.85 5.51 Zynga ZNGA ... cc 7.25 –0.37 ...
M20 BARRON’S May 4, 2020

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.
iShESG1-5YCpBd SUSB 2.7 25.45 ... .0461 VS3XInvrsGold DGLD ... 17.56 +1.00 ... CS FI LC Grwth FLGE ... 284.05 –0.69 ... FidelityIntlHiDiv FIDI 7.7 15.05 +0.27 .254 GlbXMSCIChinaHC CHIH .4 18.34 –1.14 .1088 InvscDynMarket PWC 1.4 80.01 +0.41 .3297
iShESGUSDCorpBd SUSC 3.0 26.49 –0.26 .06 VS 3X INV SILVER DSLV ... 18.09 +1.51 ... CS S&P MLP MLPO 18.2 5.20 +0.10 .2428 FidelityIntlValue FIVA 5.7 16.89 +0.20 .167 GlbXMSCIChinaIndls CHII 2.3 12.06 –0.31 .1154 InvscDynMedia PBS .5 27.20 +0.91 .0872
iShEurDevRealEst IFEU 5.2 30.06 +0.58 .2937 VS 3X GOLD UGLD ... 181.88 –11.65 ... CSX Mthly2xLvMtg REML 139.3 2.81 +0.15 .169 FidelityLtdTermBd FLTB 2.5 50.91 –0.31 .097 GlbXMSCIChinaIT CHIK .8 18.24 –0.60 .2209 InvscDynNetwkg PXQ .3 55.92 –0.27 .0195
iShExponentialTech XT 1.7 38.91 –0.23 .3039 WahedFTSEUSAShar HLAL 1.5 23.88 –0.13 .10 DBCrudeOilDbSht DTO ... 199.36 –39.38 ... FidelityLowVol FDLO 2.3 33.99 +0.09 .167 GlbXMSCIChLC50 CHIL 2.1 26.48 –0.52 .2183 InvscDynOil&GasSv PXJ 3.4 2.22 +0.01 .058
iShFallAngelsUSDBd FALN 5.9 24.40 +0.19 .1305 WstAstShrtDur WINC 4.2 23.98 +0.11 .188 DBGoldDoubleLg DGP ... 37.42 –1.03 ... FidelityCommSvs FCOM 1.0 32.63 +0.64 .089 GlbXMSCIChinaMatls CHIM 4.5 14.46 –0.46 .4036 InvscDynPharm PJP .9 61.42 –0.56 .136
iShGNMABondETF GNMA 2.4 51.62 +0.22 .0899 WstAstTR WBND 3.3 26.40 +0.13 .0537 DBGoldDoubleShrt DZZ ... 3.85 –0.65 ... FidelityMSCICnDisc FDIS 1.6 44.03 –0.05 .151 GlbXMSCIChRlEst CHIR 4.3 16.05 +0.25 .2624 InvscDynSemicon PSI .6 60.03 –1.49 .051
iShGlbCleanEnergy ICLN 1.5 10.39 +0.20 .0781 WisdTrChinaxSOE CXSE 1.0 78.70 –2.46 .024 DBGoldShortETN DGZ ... 11.12 +0.21 ... FidelityMSCICnStpl FSTA 3.5 34.19 –0.58 .248 GlbXMSCIChUtil CHIU 2.5 13.22 –0.19 .1231 InvscDynSoftware PSJ .1 96.79 +0.38 .0559
iShGlbGreenBd BGRN 3.5 53.83 +0.08 .1283 WisdTrEMConGrwth EMCG 3.4 18.70 –0.02 .02 DayHaganNedRes SSUS ... 21.81 +0.04 ... FidelityMSCIEn FENY 11.9 9.35 +0.30 .11 GlbXMSCIColombia GXG 5.6 21.27 –0.01 .5846 InvscEMSovDebt PCY 5.9 24.40 +0.56 .1212
iShGlbTimber WOOD 2.5 50.14 +1.06 1.1206 WisdTrEM CpBd EMCB 4.5 67.35 +0.18 .255 DeepValueETF DVP 9.1 19.82 +0.62 .7348 FidelityMSCIFinls FNCL 4.2 31.27 +0.74 .29 GlbX MSCIGreece GREK 3.8 18.15 +0.39 .5567 InvscFinlPfd PGF 5.3 17.93 +0.13 .0813
iShiBdsDec28Trea IBTI .3 26.56 –0.05 .0133 WisdTrEMQualDivGrw DGRE 3.1 20.15 –0.06 .0447 DefianceNextGen FIVG 1.0 24.23 –0.29 .0528 FidelityMSCIHlthCr FHLC 1.4 47.64 –1.32 .254 GlbXMSCINextEm EMFM 3.9 15.02 +0.10 .241 InvscFTSEDvMktxUS PXF 5.1 31.37 +0.39 .2901
iShiBdsDec25Trea IBTF .3 26.07 –0.01 .013 WisdTrGermanyHdg DXGE 3.4 24.67 +0.57 .0362 DefianceNextFd DIET .0 22.02 –0.22 .0458 FidelityMSCIIndls FIDU 2.8 32.33 +0.57 .185 GlbXMSCINigeria NGE 9.8 8.61 –0.38 .7601 InvscDevMktxUSSM PDN 3.9 24.92 +0.30 .1875
iShiBdsDec24Trea IBTE .3 25.93 +0.04 .0131 WisdTrIntRtHYBd HYZD 6.4 19.77 –0.02 .095 DefianceQuantum QTUM .8 25.70 –0.08 .0302 FidelityMSCIIT FTEC 1.6 69.35 +0.25 .279 GlbX MSCINorway NORW 5.2 8.51 +0.35 .3641 InvscFTSERAFIEM PXH 4.7 15.87 –0.01 .0582
iShiBdsDec29Trea IBTJ .3 26.61 –0.10 .0132 WisdTrIntUSAgg AGZD 2.8 46.99 +0.63 .09 DeltaShS&P500Mgd DMRL 1.6 56.20 +0.08 .2156 FidelityMSCIMatls FMAT 3.4 27.67 +0.70 .205 GlbXMSCIPakistan PAK 4.7 23.50 +0.98 .5434 InvscFTSEUS1000 PRF 2.8 100.80 +0.56 .7443
iShiBdsDec21Trea IBTA .4 25.40 –0.02 .0168 WisdTrJapanHdgSC DXJS 2.7 34.43 +0.11 .4773 DeltaShS&P400Mgd DMRM 1.3 46.50 +0.11 .1204 FidelityRealEst FREL 5.6 21.82 +0.21 .282 GlbXMSCIPortugal PGAL 4.5 8.53 +0.21 .3125 InvscFundHYCpBd PHB 4.4 17.32 +0.01 .0625
iShiBdsDec27Trea IBTH .3 26.31 –0.07 .012 WisdTrMEDiv GULF 4.1 15.94 +0.45 .0933 DeltaShS&PIntMgd DMRI 3.1 42.81 +0.01 .2303 FidelityMSCIUtils FUTY 4.3 36.20 –1.44 .336 GlbXISuperDivEM SDEM 9.7 9.31 +0.03 .0595 InvscFundInvCpBd PFIG 2.8 26.33 ... .0605
iShiBdsDec26Trea IBTG .3 26.17 –0.03 .012 WisdTrNegHYBd HYND 7.3 14.13 –0.17 .065 DeltaShS&P600Mgd DMRS 1.3 46.47 +0.08 .1246 FidelityMomFactor FDMO 1.6 33.72 +0.11 .098 GlbXS&P500Cv HSPX 7.2 40.11 –0.29 .203 InvscGlbClnEner PBD 2.2 12.90 +0.17 .0337
iShiBdsDec23Trea IBTD .3 25.71 ... .0126 WisdTrNegDurUS AGND 2.9 37.77 +0.08 .075 DirexAllCapIns KNOW 3.1 30.92 –0.28 .1546 FidelityQualFactor FQAL 2.3 33.53 +0.09 .17 GlbXS&P500QualDiv QDIV 3.9 20.26 +0.24 .07 InvscGlblPrvEqu PSP 10.6 8.96 +0.11 .2012
iShiBdsDec22Trea IBTB .4 25.61 +0.02 .0171 WisdTrUSQltyDiv DGRW 2.5 41.99 –0.25 .09 DirexAuspiceBroad COM 1.1 21.41 ... .0323 FidelitySmalMid FSMD 2.2 20.61 +0.53 .077 GlbXSciBetaAsiaXJ SCIX 6.0 18.55 –0.01 .6668 InvscGlbShrtHYBd PGHY 5.9 20.38 +0.07 .1028
iSh$HYxOil&Gas HYXE 5.5 48.08 +0.14 .2201 WisdTrUSSCQltyDiv DGRS 2.9 26.88 +1.11 .045 DirexAeroBl3 DFEN 2.9 10.60 +0.25 .0798 FidelityTotalBdETF FBND 2.8 52.73 –0.33 .132 GlbXSciBetaEurope SCID 3.7 20.19 +0.37 .5396 InvscIndia PIN 1.1 15.27 +0.13 .1667
iShIndia50ETF INDY .8 27.76 +0.59 .2251 DirexBrazilBull2X BRZU 25.5 51.42 +5.54 .238 FidelityValFactor FVAL 2.8 31.08 +0.41 .181 GlbXSciBetaJapan SCIJ 3.8 23.15 –0.19 .656 InvscIntlCpBd PICB 1.4 26.20 +0.62 .029
.1591 .055
iShIntermCorpBd IGIB 3.4
iShIntlDevRealEst IFGL 10.4
57.46
22.00
–0.22
+0.21 .2165 NYSE DirexCSIChinaInt CWEB .7
DirexCSI300CnA CHAD 2.0
22.90
29.50
–2.24
+0.75
.0959
.0633
FieldUVAUnconMed FFIU 2.8
FinSelSectorSPDR XLF ...
25.81
22.06
–0.13
+0.32 ...
GlbXSciBetaUS
GlbXSilverMiners
SCIU 2.1
SIL 1.6
29.17
31.98
–0.01
+0.77
.3397
.4091
InvscInvGradeDef IIGD 2.2
InvscInvGradeValue IIGV 2.9
26.88
26.62
+0.04
+0.02
.0445
.0624
iShIntlTreasuryBd IGOV .2 49.89 +0.79 .1219 DirexCSI300CnABl2 CHAU .7 17.64 –1.02 .027 FTActiveFactorLC AFLG 1.1 17.29 +0.05 .0573 GlblXSuperDividend SDIV 14.8 9.91 +0.40 .0825 InvscMSCIGlbTimb CUT 3.4 22.45 +0.71 .771
iShJPMUSDEmgBd EMB 5.1 99.69 +1.74 .3791 GuggCreditAlloc GGM 13.7 15.91 +0.13 .1813 DirexCommSvsBr3 MUTE 1.8 9.93 –0.80 .0078 FTActiveFactorSC AFSM .9 14.97 +0.31 .065 GlbXSuperDivUS DIV 12.5 14.61 +0.58 .1165 InvscNatAMTFrMuni PZA 2.8 25.52 –0.01 .059
iShMBSETF MBB 2.6 110.83 +0.38 .218 NETLeaseCpRlEst NETL 4.3 19.50 +1.46 .1912 DirexCommSvsBl3 TAWK .2 24.41 +1.00 .0337 FT AustrAlpha FAUS 8.6 20.69 +0.15 .3908 GlbXSuperIncPfd SPFF 6.6 10.48 +0.23 .0565 InvscNYAMTFrMuni PZT 2.8 24.43 –0.17 .0553
iShMSCI ACWI ACWI 2.7 66.91 +0.01 .9431 NuvShrtDurCrOppFd JSD 9.5 11.00 –0.29 .0875 DirexCnsDiscBr3 PASS 1.5 11.00 –0.25 .0052 FT ConsDscAlpDx FXD 1.6 31.39 +1.37 .1291 GlbX US Pfd PFFD 5.9 23.36 +0.13 .1135 InvscPreferred PGX 5.8 14.05 +0.08 .0619
iShMSCIACWIxUS ACWX 3.8 39.04 +0.03 .7939 DirexCnsDiscBl3 WANT .9 18.70 –0.23 .0355 FT ConsStaples FXG 1.9 43.32 –0.51 .1944 GlbX Uranium URA 1.7 10.64 –0.06 .1037 InvscRayJamesSB1 RYJ ... 32.63 +1.08 ...
iShMSCIACxJpn AAXJ 2.2
iShMSCIBrazilSC EWZS 3.7
61.80
10.19
–0.95
+0.89
.4112
.1496 NYSE ARCA DirexCnsStplBr3X LACK 2.0
DirexCnsStplBl3X NEED 1.8
13.25
21.25
+0.76
–1.48
.0137
.075
FT DJ GlbSelDiv
FT DJ Internet
FGD 10.0
FDN ...
16.60
143.26
+0.54
–0.30
.4713
...
GSAccessHYCorpBd GHYB 6.0
GSAccessIGCpBd GIGB 3.1
45.21
52.98
+0.11
–0.54
.1867
.1312
InvscRuss1000EW EQAL 2.3
InvscS&PEMLowVol EELV 5.0
27.59
18.38
+0.47
+0.30
.1646
.2112
iShMSCIChina MCHI 1.6 57.69 –1.97 .5744 DirexDevMktBl3 DZK 3.6 28.88 +0.22 .383 FT Dow30EW EDOW 2.4 21.75 –0.15 .1431 GSTreasury0-1Y GBIL 1.9 100.56 –0.08 .0766 InvscS&PEMMom EEMO 5.1 11.84 –0.07 .2767
iShMSCI EAFE SC SCZ 4.6 48.10 +0.63 .9324 AAM LowDurPfd PFLD 6.8 22.89 +0.29 .08 DirexDJBear3X WEBS .9 12.31 –0.12 .0315 FTEIPCarbonImpact ECLN 2.2 19.10 –0.40 .0599 GSActiveBetaEM GEM 3.2 27.32 –0.09 .3194 InvscS&P500BuyWr PBP 2.1 17.19 +0.09 .0824
iShMSCI EM Asia EEMA 2.2 59.17 –0.95 .3074 AAMS&PDevMk DMDV 9.1 18.09 +0.23 .01 DirexDJBull3X WEBL .2 22.98 –0.42 .0176 FT EnergyAlpDx FXN 3.1 5.93 +0.48 .0431 GSActiveBetaEurope GSEU 4.3 24.87 +0.16 .1621 InvscS&P500Down PHDG 1.6 29.52 –0.05 .0617
iShMSCIEMxChina EMXC 3.1 37.90 +0.49 1.4264 AAMS&PEMHiDivVal EEMD 8.8 16.26 +0.04 .0171 DirexEM Bear3 EDZ 1.2 41.17 +0.12 .086 FT EqCompRiskMgr ERM 2.7 16.54 +0.04 .0736 GSActiveBetaIntlEq GSIE 3.3 24.06 ... .0719 InvscS&P500EnhVal SPVU 3.6 25.87 +0.55 .2464
iShMSCIEuropeFinls EUFN 7.0 12.71 +0.55 .1824 AAMS&P500HiDivV SPDV 5.3 19.36 +0.30 .0683 DirexEM Bull3 EDC 2.4 31.42 –1.01 .3919 FT EqCompTactical TERM 2.8 14.43 +0.06 .062 GSActiveBetaJapan GSJY 3.2 28.49 –0.11 .6704 InvscS&P500EWCm EWCO 1.8 22.22 +0.35 .0731
iShMSCIEuropeSmCp IEUS 5.4 41.72 +0.83 .5741 AIPoweredEquity AIEQ .6 25.01 –0.48 .06 DirexEnergyBr2 ERY .8 66.40 –7.28 .1496 FT DJ SelMicro FDM 2.0 34.64 +2.12 .1958 GSActiveBetaUSLC GSLC 1.9 57.22 –0.08 .3061 InvsS&P500EWCD RCD 2.5 78.04 +3.03 .5206
iShMSCIGlblGoldMin RING .7 27.95 –0.77 .0541 AIPwrdIntlEqu AIIQ ... 22.42 +0.12 ... DirexEnergyBl2 ERX 10.4 14.00 +0.78 .7119 FT FTSE DevRE FFR 6.2 35.74 +0.75 .024 GS Active US SC GSSC 1.7 35.63 +1.19 .1553 InvscS&P500CnStp RHS 2.4 131.32 –2.46 .8294
iShMSCIGlbImpact SDG 1.5 60.52 –0.71 .5452 ALPSEmgDivDogs EDOG 5.8 15.70 +0.17 .0983 DirexChinaBr3 YANG 1.3 43.76 +2.46 .1087 FT FinlsAlpDx FXO 3.1 22.94 +0.95 .1966 GSHedgeIndVIP GVIP .5 56.21 +0.11 .1115 InvscS&P500EWEner RYE 3.9 25.88 +1.19 .2459
iShMSCIJapanEW EWJE 3.7 30.06 +0.05 .6495 ALPS EqSecWgh EQL 2.8 67.36 ... .636 DirexChinaBl3 YINN 2.5 11.03 –0.87 .0375 FT GlbEngg FLM 4.1 37.83 +1.06 .6529 GS JUST US LC JUST 1.9 40.70 –0.15 .2193 InvscS&P500EW RSP 2.4 92.67 +1.23 .73
iShMSCIJapanVal EWJV 5.3 21.03 +0.36 .655 ALPSIntlDivDogs IDOG 6.9 20.29 +0.18 .2384 DirexFTSEEurBull3x EURL 3.4 11.61 +0.29 .0557 FT GlbWindEner FAN 2.4 12.34 +0.11 .0401 GS MotifData GDAT 1.1 53.77 –0.36 .3033 InvscS&P500EWFin RYF 2.6 34.02 +0.76 .2713
iShMSCINewZealand ENZL 4.0 47.83 –0.75 1.1772 ALPSMedBreak SBIO .0 36.59 –2.48 .0159 DirexFinlBear3 FAZ 1.4 25.86 –2.35 .0446 FT HlthCareAlpha FXH ... 82.85 –2.05 ... GS MotifFin GFIN .9 51.50 +1.22 .048 InvscS&P500EWHC RYH .6 208.22 –4.03 .3251
iShMSCIQatar QAT 4.0 15.75 +0.35 .6348 ALPSREITDivDogs RDOG 5.5 33.58 +1.71 .6844 DirexFinlBull3 FAS 2.1 26.60 +1.26 .1235 FTHorizonMgdVolDev HDMV 4.3 26.48 –0.48 .4265 GS MotifHumanEv GDNA .4 53.59 –2.10 .0756 InvscS&P500Ind RGI 1.7 106.06 +2.90 .5085
iShMSCITurkeyETF TUR 4.6 19.32 –0.64 .5918 ALPSSectorDivDogs SDOG 4.9 33.80 +0.41 .4614 DirexGoldMinBr2 DUST 7.2 32.55 +0.65 .717 FTHorizonMgdVolDom HUSV 1.7 23.61 –0.14 .0835 GS MotifMfg GMAN 1.2 48.18 +0.57 .0559 InvscS&P500EWMat RTM 2.4 91.72 +1.92 .5782
iShMSCIUAE UAE 4.6 10.31 +0.35 .4759 ARKInnovationETF ARKK .0 52.38 –0.68 .1906 DirexGoldMinBl2 NUGT 1.4 66.62 –2.55 .7094 FT Chindia FNI .5 32.82 –0.39 .0345 GS MotifNewAge GBUY .4 54.85 –0.31 .0078 InvscS&P500RlEst EWRE 4.2 24.47 +0.65 .4498
iShMornMCValue JKI 4.1 115.56 +1.98 1.4735 ARK NextGen ARKW ... 62.89 –0.04 ... DirexHlthcrBull3 CURE .6 51.50 –4.32 .0998 FT IndlsAlpDx FXR 1.6 33.27 +1.26 .2139 GraniteBloomComm COMB 2.0 18.25 +0.18 .3586 InvscS&P500EWTech RYT 1.2 175.85 –0.19 .7977
iShNasdaqBiotech IBB .2 120.90 –5.28 .0554 AberdStdBlAllCm BCD 2.0 19.50 –0.04 .3805 DirexHmbldrBull3 NAIL .4 16.13 +3.91 .0049 FTInstPfdSecs FPEI 5.7 17.94 +0.17 .1102 GraniteGold BAR ... 16.95 –0.28 ... InvscS&P500EWUtil RYU 3.0 89.84 –3.53 .7034
iSh13YearIntlTBd ISHG ... 77.53 +0.90 ... AberdStdBlACStr BCI 1.9 17.15 +0.05 .3344 DirexIndlsBl3 DUSL 3.0 11.41 +0.32 .0622 FT LgDurOpps LGOV 2.9 29.71 +0.40 .10 GraniteHIPSUSHiInc HIPS 12.3 10.49 +0.18 .1075 InvscS&P500xRt XRLV 2.2 33.50 +0.17 .0667
iShPHLXSemicond SOXX 1.5 223.58 –7.15 .6957 AberdStdPhysGold SGOL ... 16.37 –0.28 ... DirexJapanBl3 JPNL 1.6 33.83 –0.36 .2258 FT Long/Short FTLS .8 39.68 +0.06 .0448 GranitePlatinum PLTM ... 7.58 +0.01 ... InvscS&P500GARP SPGP 1.4 49.59 +0.75 .2322
iShPfd&Incm PFF 5.8 33.96 –0.05 .1697 AberdStdPhysPall PALL ... 178.92 –12.86 ... DirexJrGoldMinBr2 JDST 16.2 27.27 +0.17 1.1458 FT MgdFutures FMF 1.0 43.40 +0.04 .4493 GraniteXOUTUSLC XOUT .8 26.10 –0.12 .0638 InvscS&P500HiBeta SPHB 3.0 33.09 +0.59 .4609
iShRuss1000PureUS AMCA 3.0 25.89 +1.32 .1677 AberdStdPhysPlat PPLT ... 72.16 –0.13 ... DirexJrGoldMinBl2 JNUG 2.2 79.99 –1.82 .1217 FT MatAlpDX FXZ 2.3 30.61 +0.81 .1451 HCM Def500 LGH .2 22.34 –0.17 .048 InvscS&P500HiDiv SPHD 5.8 31.81 +0.31 .1562
iShS&PSC600Growth IJT 1.2 149.13 +4.01 .3656 AberdStdPhyPrMt GLTR ... 77.49 –2.02 ... DirexLatinAmBl3 LBJ 7.9 32.22 +5.07 .43 FTMergerArbitrage MARB ... 19.86 +0.01 ... HCM Def100 QQH .0 25.06 –0.39 .0619 InvscS&P500LowVol SPLV 2.7 48.69 –0.57 .1185
iShS&P EM Infra EMIF 3.2 20.60 +0.13 .4142 AberdStdPhySilv SIVR ... 14.50 –0.25 ... DirexIndiaBull3 INDL 2.4 16.26 +0.56 .0145 FT MngstrDiv FDL 5.3 24.14 +0.07 .29 HartfordMultiDvxUS RODM 3.6 22.91 +0.15 .4785 InvscS&P500Mom SPMO 1.7 39.16 –0.16 .171
iShGlobalInfra IGF 4.4 35.86 +0.10 .7869 AbsoluteCrStrat ABEQ ... 21.46 –0.25 ... DirexMexicoBl3 MEXX 8.7 21.03 +2.58 .4788 FT NaturalGas FCG 4.7 7.10 +0.41 .0578 HartfordMultiEM ROAM 4.7 17.35 –0.03 .5616 InvscS&P500PrGrw RPG 1.0 113.17 +0.92 .2795
iShShortCpBd IGSB 3.0 53.50 –0.05 .1202 AcquirersFund ZIG ... 20.49 +0.28 ... DirexMcBull3 MIDU 2.4 14.77 +0.87 .1813 FT NA Energy Infra EMLP 5.0 19.77 +0.08 .2584 HartfordMultiREIT RORE 3.5 11.44 +0.51 .19 InvscS&P500PrVal RPV 3.8 43.71 +0.96 .4584
iShShortTreaBd SHV 2.0 110.82 –0.10 .0912 AdvShDorseyADR AADR .7 45.21 +0.20 .0085 DirexPharmBl3X PILL .3 13.33 –0.08 .0003 FT NYSE ArcaBiotch FBT ... 147.33 –8.58 ... HartfrdMultifctrSC ROSC 4.1 22.53 +0.91 .60 InvscS&P500Qual SPHQ 2.0 32.78 –0.09 .1745
iSh1-3YTreasuryBd SHY 1.9 86.60 –0.03 .0724 AdvShDbLineVal DBLV ... 61.59 +0.24 ... DirexRealEstBr3 DRV 1.4 23.15 –1.16 .06 FT PfdSecs FPE 6.0 17.84 +0.07 .09 HartfordMultiUSEqu ROUS 2.5 28.11 +0.08 .1409 InvscS&P500Rev RWL 2.4 47.43 –0.20 .2957
iSh7-10YTreasuryBd IEF 1.7 121.71 –0.43 .128 AdvShFocusedEqu CWS .4 32.83 +0.02 .1464 DirexRealEstBl3 DRN 5.2 8.62 +0.18 .1545 FTSTOXXEurSel Div FDD 6.6 9.51 +0.27 .0283 HartfordMuniOpps HMOP 2.6 40.27 –0.13 .0937 InvscS&P500Top50 XLG 1.7 216.60 +0.04 .9652
iSh20+YTreasuryBd TLT 1.8 167.95 –2.89 .2162 AdvShFolioBey FWDB 3.7 25.41 ... .017 DirexRgBanksBull3X DPST 8.8 64.25 +8.16 .407 FT ShDurMgMun FSMB 2.2 20.07 –0.01 .033 HartfordSchTax HTAB 2.0 20.96 +0.05 .0074 InvscS&P500ValMom SPVM 3.5 30.28 +0.40 .2227
iSh0-5YInvGrdCpBd SLQD 2.8 51.18 ... .1115 AdvShNewfleet MINC 2.9 47.04 +0.24 .0934 DirexRetailBull3 RETL 2.8 87.80 +6.16 .8695 FT S&P REIT FRI 3.3 19.70 +0.43 .1595 HartfordTRBd HTRB 3.6 40.84 –0.17 .1026 InvscS&PGlbWater CGW 1.7 34.75 +0.08 .6069
JanusSCGrwAlpha JSML .4 37.95 +1.66 .0329 AdvShPureCannab YOLO 9.5 8.32 –0.11 .1262 DirexRobAI3X UBOT .9 66.00 +2.77 .1456 FT TCW SecPlus DEED ... 25.14 ... ... InvscS&PIntDvLoVl IDLV 7.5 26.28 –0.27 .2356
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HealthCareSelSect XLV 1.6 97.83 –2.46 .382


JanusS/MC GrwAlph JSMD .4 40.12 +1.07 .0286 AdvShRangerEqBear HDGE .2 6.09 –0.30 .0116 DirexRussiaBl2 RUSL 2.1 12.33 –0.11 .1174 FT TCWUnPlBd UCON 3.4 24.75 –0.05 .0775 High Yield HYLD 9.4 25.93 –1.40 .20 InvscS&PIntlDev IDMO 2.7 24.35 +0.03 .1999
LeggMasonGlbInfr INFR 3.9 25.57 ... .2143 AdvShStrGlbBW VEGA .5 30.04 +0.48 .151 DirexS&P500Br3 SPXS 1.7 10.97 –0.10 .02 FT TechAlphaDEX FXL .3 66.78 +0.23 .0288 HoyaCapHousing HOMZ 2.2 21.45 +0.92 .0636 InvscS&PIntlDevQu IDHQ 2.8 22.30 –0.09 .2068
LeggMasonLVHD LVHD 4.2 27.36 –0.01 .011 AdvShSageCore HOLD 2.3 97.60 +0.22 .1456 DirexS&P500Bl3 SPXL 1.7 32.99 –0.25 .2623 FT USEquityOpp FPX .9 70.60 –0.59 .1443 HullTacticalUS HTUS 1.1 21.74 +0.44 .2472 InvscS&PMC400EW EWMC 1.9 50.51 +2.11 .3443
LeggMasonSCQualVal SQLV 1.7 20.45 +1.82 .083 AGFiQHdgDivIncm DIVA 5.2 20.24 +0.44 .3068 DirexS&P500Bull2X SPUU 2.1 46.31 –0.35 .4848 FT UltShDurMuni FUMB 1.5 20.13 +0.04 .019 IQEnhCorePlusBdUS AGGP 2.8 20.00 +0.03 .035 InvscS&P400PrGrw RFG .7 127.11 +1.92 .2271
LoncarCancerETF CNCR ... 22.05 –1.70 ... AGFiQ US NeutAB BTAL .8 25.26 –0.18 .1958 DirexS&PBiotechBr3 LABD 2.8 7.46 +1.23 .0498 FT UtilAlpha FXU 2.8 25.61 –0.62 .1789 IQ50%HdgFTSEEur HFXE 3.2 16.56 +0.03 .2225 InvscS&P400PrVal RFV 3.1 44.56 +2.21 .4247
LoncarChinaBio CHNA .2 23.86 –1.05 .0402 AGFiQ US NeutrMom MOM ... 28.27 –0.44 ... DirexS&PBiotechBl3 LABU .2 33.89 –7.66 .0053 FT ValDivFd FVD 2.7 28.90 –0.12 .1919 IQ50%HdgFTSEIntl HFXI 3.5 17.47 –0.05 .0891 InvscS&PMC400Rev RWK 1.8 46.07 +1.64 .2156
LongTermCareETF OLD 3.1 20.52 +0.51 .0677 AGFiQ US NeutrVal CHEP 2.8 15.76 +0.50 .4434 DirexS&P500Br1 SPDN 1.3 25.36 –0.01 .0176 FT ValueLine100 FVL .9 19.60 –0.08 .0323 IQ50%HdgFTSEJapan HFXJ 3.9 18.52 –0.11 .2449 InvscS&PMCLowVol XMLV 3.2 40.84 +0.23 .3714
Merlyn.AITactGrw SNUG 1.2 23.50 +0.26 .0681 AlerianEnergyInfr ENFR 9.4 13.20 +0.67 .2876 DirexHiBetaBear3X HIBS .4 19.15 –2.24 .0154 FT Water FIW .6 51.16 +0.45 .0715 IQ500IntlETF IQIN 3.1 21.55 +0.37 .14 InvscS&PMCMom XMMO 1.0 52.61 +0.32 .1854
NasdaqNexEcon BLCN 1.6 23.50 +0.27 .0423 AlerianMLPETF AMLP 11.8 4.87 +0.23 .95 DirexHiBetaBull3X HIBL 3.2 63.28 +2.17 .4282 FlexShSelBdFd BNDC 2.7 26.47 –0.01 .0504 IQGlbAgribusSC CROP ... 27.83 +0.24 ... InvscS&PMCQual XMHQ 1.7 45.91 +0.83 .1626
Nasdaq7HANDL HNDL 4.3 23.22 +0.24 .1346 AmCentDivrsCpBd KORP 3.0 50.55 +0.01 .0972 DirexS&POil&GasBr2 DRIP .4 8.09 –1.64 .0027 FlexShCurrHdDM TLDH 5.3 23.01 +0.47 .1255 IQGlobalResources GRES 2.0 23.60 +0.12 .4702 InvscS&PMCValMom XMVM 2.8 24.71 +0.91 .1308
PacerCashCows HERD 2.6 21.47 +1.74 .1116 AmCentDivrsMuni TAXF 2.4 50.40 –0.15 .0974 DirexS&POil&GasBl2 GUSH 9.2 34.57 +3.59 5.12 FlexShCurrHdgEM TLEH 4.0 23.31 –0.22 .032 IQHedgeEventDriven QED 2.2 20.57 +0.09 .4497 InvscS&P100EW EQWL 2.7 51.88 –0.11 .3426
PacerEMCashCows ECOW 10.8 19.18 +1.22 .0262 AmCentQulDivIn QINT 2.2 34.66 –0.01 .2091 DirexSemiBear3 SOXS 3.5 10.76 +0.62 .0535 FlexShDevMkxUSQu QLVD 1.9 22.64 –0.17 .0444 IQHedgeL/STracker QLS 1.7 21.21 +0.16 .3534 InvscS&PSCLowVol XSLV 4.9 33.77 +1.32 .4651
PrincipalHlthInnov BTEC ... 36.88 –2.12 ... AmCentStoxxUSQ QGRO .4 41.61 –0.10 .0475 DirexSemiBl3 SOXL .8 111.10 –13.91 .0789 FlexShEMQualLo QLVE 2.1 21.06 –0.01 .0066 IQ HedMacrTrac MCRO 1.4 25.22 –0.01 .3611 InvscS&PSCMom XSMO 1.4 31.30 +0.81 .1662
PrincplMillennials GENY .9 35.24 +0.12 .024 AmCentSTOXXUSQual VALQ 2.9 33.59 +0.27 .2122 Direx7-10TreaBr3 TYO 1.8 7.97 +0.05 .0143 FlexGlbQualRealEst GQRE 5.5 49.10 +0.95 .065 IQHedgeMktNeut QMN ... 25.49 +0.05 ... InvscS&PSC600EW EWSC 2.4 40.35 +2.34 .1023
PrincipalPriceSet PSET 1.5 36.93 +0.93 .136 AmpAdvBattery BATT ... 7.51 +0.07 ... Direx7-10TreaBull TYD .6 67.92 –0.50 .0742 FlexGlbUpstmNatRsc GUNR 4.2 25.00 +0.01 .2545 IQ HedMultStra QAI 2.0 29.20 +0.09 .5878 InvscS&P600PrGrw RZG 1.0 84.29 +3.53 .2701
PrincipalShrhldrYd PY 2.9 26.06 +1.75 .1371 AmplifyBlackSwan SWAN 1.1 29.67 –0.09 .0742 DirexScBear3 TZA 1.3 37.49 –4.40 .0832 FSHiYdValScored HYGV 8.3 42.20 +0.24 .2239 IQLeadersGTAATrkr QGTA 4.4 21.17 –0.01 .391 InvscS&P600PrVal RZV 1.7 40.90 +3.30 .1676
PrincipalSustMom PMOM 1.8 27.20 +3.05 .152 AmpCWPEnhDiv DIVO 6.0 27.22 –0.16 .1246 DirexSCBull2 SMLL 1.3 26.38 +1.03 .1654 FlexShiBoxx5YTIPS TDTF 2.0 26.22 –0.19 .0714 IQMacKayMuniIns MMIN 2.5 25.99 –0.28 .0528 InvscS&P600Rev RWJ 2.1 47.46 +2.32 .2659
.0678
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

PrincUSLCMulti PLC 1.7 23.36 +0.15 .1016 AmpCrowdBureau LEND 8.2 11.95 +0.74 .9809 DirexSCBull3 TNA 1.6 19.80 +0.87 .1496 FlexiBx3YDurTIPS TDTT 2.2 24.80 –0.11 InvscS&PSCValMom XSVM 2.7 22.01 +1.49 .1889
PrincipalUSMega USMC 2.2 28.32 –0.14 .1468 AmpEASITactGrw EASI .9 19.60 –0.01 .1005 DirexKRBull3 KORU 2.9 8.41 –0.06 .19 FlexShIntQualDiv IQDE 6.3 17.63 +0.11 .1528 IQMacKayMuniInter MMIT 2.7 25.29 –0.18 .0518 InvscS&PSpin-Off CSD ... 32.62 +1.21 ...
PrincipalUSSCMulti PSC 1.7 24.14 +0.69 .0783 AmplifyHiIncm YYY 11.6 13.41 –0.15 .13 DirexTechBear3 TECS 3.7 36.43 –0.89 .1304 FlexShIntQuDivDyn IQDY 5.3 20.22 +0.15 .139 IQMergerArbitrage MNA ... 31.49 +0.51 ... InvscS&PUltDiv RDIV 6.0 25.31 +0.39 .2843
PrincUSS-MCMulti PSM 2.0 20.59 +1.46 .0975 AmplifyOnlRetail XBUY .2 25.74 +0.49 .0602 DirexTechBull3 TECL .3 147.17 –0.03 .1945 FlexShIntlQualDiv IQDF 6.1 18.40 +0.06 .1764 IQRealReturn CPI 2.2 26.69 ... .5929 InvscSrLoan BKLN 5.1 20.76 –0.09 .0782
ProcureSpace UFO .6 18.31 +0.46 .0674 AmpSeymCannabis CNBS .8 9.40 –0.23 .0771 DirexTransportBl3 TPOR 2.4 8.02 +0.05 .0135 FlexShMDevMktxUS TLTD 4.7 49.09 +0.71 .2343 IQS&PHYLowVolBd HYLV 4.6 23.84 –0.18 .0846 InvscSolar TAN .3 28.80 +0.43 .0908
ProShEquRising EQRR 3.4 26.78 +1.08 .224 AmplifyTransData BLOK ... 17.54 +0.11 ... Direx20+TreaBr1 TYBS 2.5 13.79 +0.21 .0823 FlexShEM FactTilt TLTE 4.4 40.19 –0.04 .0676 IQ US RealEstSC ROOF 8.0 16.51 +0.92 .15 InvscTaxMuniBd BAB 3.6 31.75 –0.05 .095
ProShUltNdBio BIB ... 57.48 –5.00 ... ArkFinInnov ARKF .0 23.62 +0.20 .3008 Direx20+TreaBr3 TMV 3.4 49.42 +2.11 .202 FlexShQualDivDef QDEF 3.1 39.58 +0.10 .2599 IQ UltShrtDur ULTR 2.3 48.89 +0.04 .0545 InvscTotalRetBd GTO 2.3 54.91 +0.10 .1194
ProShUltPrQQQ TQQQ .0 63.51 –1.59 .0313 ArmorUSEquity ARMR ... 15.77 –0.06 ... Direx20+YrTrBull TMF .6 44.20 –2.34 .0993 FlexShQualDivDyn QDYN 4.2 38.23 +0.45 .6185 IdeaNextVeh EKAR 1.3 18.58 +0.26 .2499 InvscTreaCollat CLTL 2.0 105.95 –0.01 .1123
ProShUltShtQQQ SQQQ 4.8 12.62 +0.02 .0652 ArrowDogs DOGS .0 31.96 +0.61 .1509 DirexUtilBl3X UTSL 3.8 19.87 –2.70 .1473 FlexShQualityDiv QDF 3.3 39.18 +0.12 .2635 iMDBiHedgeStrat DBEH .2 23.12 –0.15 .0183 InvscUltShtDur GSY 2.5 50.04 +0.10 .0848
ProShUltShNdBtech BIS 2.3 10.69 +0.79 .0264 ArrowDJGlobalYd GYLD 11.8 10.60 +0.28 .072 DirexRussIntOvUS RWIU 3.7 41.02 +0.12 .2646 FlexShReadyAcc RAVI 2.3 75.47 +0.01 .1126 iMDBiMgdFut DBMF .5 25.82 –0.35 .0174 InvscVRDOTaxFrWk PVI 1.0 24.93 ... .0263
SPDRDorseyWrightFx DWFI 3.5 22.45 –0.17 .0679 ArrowQVMEquityFact QVM 4.5 20.52 +0.80 .0851 DirexRussUSOvInt RWUI 1.4 58.13 +0.72 .3884 FlexShSTOXXGlb NFRA 2.8 44.73 –0.35 .2185 ImpactNAACPMinrty NACP 1.3 21.23 +0.39 .0628 InvscVarRtPfd VRP 5.3 23.04 +0.24 .089
SoFiGigEcon GIGE ... 18.63 +0.10 ... AvantisEM AVEM .9 41.88 –0.21 .1895 DirexFlight FLYT .9 51.42 –1.31 .1209 FlexShUSQualLo QLV 1.3 37.02 –0.04 .1175 ImpactSustain SDGA 2.0 18.66 ... .0858 InvscWildClnEngy PBW 2.0 30.11 +0.56 .1181
TigerChinaUS TTTN ... 29.60 –0.01 ... AvantisIntlEquity AVDE .7 42.01 +0.53 .1575 DirexCyclODef RWCD 1.4 57.80 +1.10 .2294 FrankFTSEAsiaxJpn FLAX 2.7 18.97 –0.24 .3804 ImpactShsYWCAWomen WOMN 1.3 20.86 +0.11 .0634 InvscZacksMC CZA 1.9 55.62 +0.71 1.0741
ValideaMktLeg VALX ... 18.54 +1.65 ... AvantisIntlSCValue AVDV 1.0 40.39 +0.93 .2024 DirexDefOvCycl RWDC 2.3 48.31 –1.79 .2623 FrankFTSEAustralia FLAU 6.0 18.88 –0.12 .6893 IndSelSectorSPDR XLI 2.5 62.27 +0.70 .3958 InvscZacksMltIncm CVY 4.9 15.17 +0.44 .1823
VanEckBiotech BBH .3 145.57 –4.21 .4724 AvantisUSEquityETF AVUS 1.5 45.03 +0.38 .1527 DirexDevOverEM RWDE 3.6 46.16 +1.28 .7107 FrankFTSEBrazil FLBR 6.9 14.52 +0.90 .0589 InfraCapMLP AMZA 48.8 16.70 +1.12 .25 iPathBloomCocoaTR NIB ... 28.02 +0.95 ...
VanEckFallAnglHYBd ANGL 5.8 26.60 –0.05 .1077 AvantisUSSCValue AVUV 1.7 35.57 +2.04 .1042 DirexMSCILvL ESNG 1.4 45.92 –0.04 .1554 FrankFTSECanada FLCA 2.9 21.16 +0.30 .373 InfraCapREITPfd PFFR 7.3 19.84 +0.42 .12 iPathBloomCommTR DJP ... 16.17 +0.12 ...
VanEckGaming BJK 4.0 30.62 +1.28 1.2308 AwareUltShDur AWTM 2.7 48.40 –0.01 .092 DirexNasd100EW QQQE .8 50.96 –0.83 .0863 FrankFTSEChina FLCH 2.2 22.48 –0.61 .4582 InfusiveComp JOYY ... 23.56 –0.05 ... iPathGSCI nts GSP ... 6.64 +0.27 ...
VanEckPharm PPH 1.8 59.41 –0.80 .3374 BNYMellonCoreBd BKAG ... 50.18 +0.04 ... DirexRsLgOvSC RWLS 1.4 59.73 –0.72 .4185 FrankFTSEEurope FLEE 3.9 19.68 +0.08 .3431 InnovNextProto KOIN 1.8 25.99 –0.25 .466 iPathGoldETN GBUG ... 28.33 –0.44 ...
VanEckRetail RTH .9 116.88 –2.58 1.0901 BNYMellonEM BKEM ... 49.71 –0.43 ... DirexRs1000GrOvVal RWGV .5 69.66 –0.18 .1856 FrankFTSEFrance FLFR 2.9 19.72 +0.36 .2828 InnovIBDBreakout BOUT ... 19.81 –0.69 ... iPathPBBroadCmod BCM ... 22.42 –0.07 ...
VanEckSemiconduc SMH ... 127.43 –4.48 ... BNYMellonHYBeta BKHY ... 50.11 +0.07 ... DirexRs1000ValOvGr RWVG 2.7 40.62 +0.34 .6916 FrankFTSEGermany FLGR 3.2 17.93 +0.44 .0944 InnovIBDLdrs LDRS ... 18.27 –0.08 ... iPathPBCrudeOil OLEM ... 8.12 +0.01 ...
VanEckVideoGam ESPO .2 40.99 –1.66 .0834 BNYMellonIntl BKIE ... 51.07 +0.22 ... DirexRsSmOvLC RWSL 1.4 38.75 +1.18 .2968 FrankFTSE HK FLHK 3.6 21.08 –0.52 .4084 InnovatorIBD50 FFTY ... 29.44 –0.25 ... iPathBlmAgricult JJA ... 38.27 +0.29 ...
VangdEM GovBd VWOB 5.3 71.52 +1.11 .2544 BNYM ShDurCpBd BKSB ... 50.31 +0.21 ... DirexS&P500HiMin QMJ 1.4 45.94 –0.32 .1613 FrankFTSEIndia FLIN 1.2 17.30 +0.28 .0323 InnovLoupFrontier LOUP ... 25.14 +0.23 ... iPathBlmAlum JJU ... 33.04 –0.67 ...
VangdGlblxUS RE VNQI 10.3 43.47 +0.32 3.6471 BNYM LC Core BKLC ... 53.29 –0.22 ... DirexZacksMLPHiIn ZMLP 23.1 51.96 +1.64 2.40 FrankFTSEItaly FLIY 5.1 17.62 +0.47 .2244 InnovEAFEPwrJan IJAN ... 22.05 +0.04 ... iPathBlmCoffee JO ... 33.61 +0.10 ...
VangdIntrCorpBd VCIT 3.3 90.78 –0.23 .218 BNYM US MC Core BKMC ... 53.78 +1.09 ... DistillUSFundSt DSTL 1.1 27.33 –0.02 .2972 FrankFTSEJapan FLJP 2.6 22.46 –0.08 .2976 InnovEAFEPwrJul IJUL .0 21.65 +0.07 .2347 iPathBlmCopper JJC ... 35.50 –0.67 ...
VangdIntermTrmTrea VGIT 2.0 70.39 –0.14 .0933 BNYM US SC Core BKSE ... 54.94 +1.21 ... EmgqEM Internet EMQQ 1.3 33.82 –0.86 .4549 FrankFTSEJapanHdg FLJH ... 21.68 ... ... InnovEMPwrJan EJAN ... 23.94 +0.05 ... iPathBlmCotton BAL ... 32.68 –0.11 ...
VangdIntlDivApp VIGI 2.3 60.85 –0.42 .1382 BarclaysETN FI Enh FLEU ... 86.19 +2.78 ... ETFMGAltHarvest MJ 7.6 11.55 –0.35 .10 FrankFTSELatAm FLLA 5.8 15.48 +0.88 .4592 InnovEMPwrJuly EJUL ... 23.63 +0.04 ... iPathBlmEnergy JJE ... 21.71 +0.71 ...
VangdIntlHiDiv VYMI 5.4 46.82 +0.64 .2772 BarclaysFIEnhEur50 FFEU ... 59.75 +0.18 ... ETFMG PrimeCyber HACK 1.6 38.93 –0.45 .58 FrankFTSEMexico FLMX 4.7 14.16 +0.67 .3613 InspireCpBdImp IBD 2.3 25.40 +0.07 .0419 iPathBlmGrains JJG ... 39.74 –0.01 ...
VangdLTCorpBd VCLT 3.8 101.29 –2.18 .3025 BarclaysETN HY FIYY ... 72.37 –1.18 ... ETFMGPrmJrSilv SILJ 1.9 9.45 +0.42 .17 FrankFTSERussia FLRU 8.7 20.18 –0.13 .171 InspireGlblHope BLES 2.8 23.46 +0.46 .1337 iPathBlmIndMet JJM ... 36.03 –0.14 ...
VangdLong-TermTrea VGLT 2.0 102.39 –1.67 .1553 Barrons400ETF BFOR .9 34.66 +0.59 .295 ETFMG PrimeMob IPAY .0 41.83 +0.83 .015 FrankFTSESaudiAr FLSA 3.8 21.61 +0.75 .3599 InspireIntlESGETF WWJD .9 21.17 +0.55 .0915 iPathBlmLivestk COW ... 32.53 +3.48 ...
VangdMBS VMBS 2.5 54.50 +0.27 .0951 BlkRkUSEqRotat DYNF 1.9 24.03 –0.10 .1139 ETFMGSitUltra VALT 1.8 48.70 –0.02 .0914 FrankFTSESAfrica FLZA 17.1 15.72 –0.06 .376 Inspire100ETF BIBL 1.5 27.06 –0.37 .0989 iPathBBloomNatGas GAZ ... 20.34 +0.08 ...
VangdRuss1000 VONE 2.0 128.71 +0.06 .6364 BlueStarIsrael ITEQ .0 40.11 –0.39 .01 ETFMG TravelTech AWAY ... 15.78 +0.40 ... FrankFTSE SKorea FLKR 2.6 17.51 +0.01 .4017 InspireS/MC Impact ISMD 1.5 20.60 +0.68 .1116 iPathBlmNickel JJN ... 47.90 –1.15 ...
VangdRuss1000Grw VONG 1.1 173.02 –0.19 .4918 BrandValueETF BVAL 1.5 14.38 +0.15 .2089 ETRACS Alerian MLP AMU 13.8 8.17 +0.47 .2726 FrankFTSESwitz FLSW 1.3 25.18 –0.30 .0169 InvscActvUSRlEst PSR 3.9 75.48 +0.62 .6982 iPathBlmPlatinum PGM ... 37.79 +0.59 ...
VangdRuss1000Val VONV 3.1 93.96 +0.05 .7137 BreakwDryBulk BDRY ... 5.35 –0.67 ... ETRACSAlerianMLP AMUB 13.8 8.18 +0.45 .2726 FrankFTSETaiwan FLTW 3.4 25.27 +0.53 .8586 InvscAero&Def PPA 1.6 52.43 +0.48 .2875 iPathBlmPrecMet JJP ... 57.36 –1.34 ...
VangdRuss3000 VTHR 2.0 126.62 +0.19 .5821 CP HY Trend HYTR 3.3 23.57 ... .014 ETRACSAlernMLPInfr MLPB 14.3 10.98 +0.58 .3963 FrankFTSE UK FLGB 5.9 18.37 +0.05 .5304 InvscCA AMT-Fr PWZ 2.6 26.28 –0.04 .0586 iPathBlmSofts JJS ... 34.06 +1.23 ...
VangdRuss2000 VTWO 1.7 100.96 +2.21 .1282 CTracksETN2026 MLPE 15.6 10.39 +0.46 .4162 ETRACSBloomETN DJCB ... 11.12 –0.03 ... FrankIntMunOpp FLMI 2.7 24.43 –0.14 .0526 InvscCEFIncmComp PCEF 8.9 18.58 +0.09 .1465 iPathBlmSugar SGG ... 34.55 +3.11 ...
VangdRuss2000Grw VTWG .9 127.54 +0.88 .2343 CTrksETNsMillerHwd MLPC 15.1 7.13 +0.49 .2696 S&P2xDivAristoETN SDYL 9.2 58.80 –0.99 .4733 FrankInvGradeCp FLCO 3.5 25.36 –0.23 .128 InvscChinaTech CQQQ .0 49.50 –1.46 .0052 iPathBlmTin JJT ... 39.05 –0.04 ...
VangdRuss2000Val VTWV 2.6 77.56 +2.97 .1059 CannabisETF THCX 5.0 8.37 –0.18 .4176 ETRACSMonthPay2x SMHB 76.5 3.62 +0.48 .1541 FrankMuniBd FLMB 2.5 25.75 –0.20 .0805 InvscCleantech PZD .8 41.08 +0.90 .0749 iPathShillerCape CAPE ... 127.47 +0.86 ...
VangdSTCpBd VCSH 2.8 80.80 ... .1691 ChgFinUSLCFoss CHGX 1.0 20.33 +0.02 .2009 ETRACS2xLvHiDiv HDLB 27.5 9.30 +0.31 .1506 FrankShtDurUSGovt FTSD 2.5 95.53 +0.02 .0995 InvscCurrShAUD FXA .3 64.12 +0.32 .0058 iPathSilverETN SBUG ... 21.33 –0.51 ...
VangdShtTmInfltn VTIP 1.9 49.42 +0.04 .3514 Velocity4xAUDUSD UAUD ... 10.87 +0.19 ... ETRACS 2xLvWF LMLB 45.9 7.04 +0.17 .1493 FrankSysStyle FLSP .0 22.91 –0.24 .005 InvscCurrShGBP FXB ... 121.17 +1.36 ... iShAAA-ARtdCorpBd QLTA 2.8 56.19 –0.41 .1171
VangdShortTermTrea VGSH 2.0 62.18 –0.07 .0705 Velocity4XCHFUSD UCHF ... 20.22 +1.02 ... ETRACS2xMLvWF BDCY 74.7 5.48 +0.07 .8541 FrankUSCoreBd FLCB 2.2 25.83 –0.14 .0633 InvscCurrShCAD FXC .8 70.12 +0.15 .0559 iShA/PDividend DVYA 7.2 30.34 +0.38 .4375
VangdTotalBd BND 2.5 87.30 –0.27 .1738 Velocity4XEURUSD UEUR ... 14.17 +0.84 ... ETRACS2xM092548 PFFL 15.3 16.08 –0.07 .1575 FrankUSLowVol FLLV 1.4 33.72 –0.23 .0859 InvscCurrShEuro FXE ... 103.72 +1.54 ... iShAgencyBond AGZ 2.1 120.60 +0.10 .1564
VangdTotalCpBd VTC 3.3 88.15 –0.77 .2222 Velocity4XGBPUSD UGBP ... 15.07 +0.67 ... ETRACSUBSBloomberg UCIB ... 10.55 +0.16 ... FranklinLibEM FLQE 7.8 22.91 +0.02 .2875 InvscCurrShJPY FXY ... 88.71 +0.45 ... iShCMBSETF CMBS 2.7 53.95 +0.25 .1163
VangdTotIntlBd BNDX 3.3 57.18 +0.13 .0465 Velocity4XJPYUSD UJPY ... 23.83 +0.47 ... ETRACSWFBusDev BDCZ 14.2 12.12 +0.21 .4474 FranklinLibQGlbDiv FLQD 4.2 24.37 –0.10 .0993 InvscCurrShCHF FXF ... 95.52 +1.25 ... iShGovt/CreditBond GBF 2.4 123.13 –1.17 .1803
VangdTotIntlStk VXUS 3.7 44.06 +0.11 .1058 Velocity4xUSDAUD DAUD ... 41.67 –0.94 ... E-TRACS Agri UAG ... 13.96 +0.42 ... FranklinGlbEquity FLQG 3.6 28.58 +0.09 .5623 InvscDBComm DBC 2.4 10.76 +0.06 .2538 iSh10-20YTreasBd TLH 1.9 168.65 –1.35 .1954
VangdTotWorldBd BNDW 2.9 80.68 –0.04 .1128 Velocity4XUSDCHF DCHF ... 25.86 –1.46 ... E-TRACS CMCI UCI ... 10.51 +0.12 ... FranklinIntlEquity FLQH .8 22.84 –0.40 .2437 InvscDBAgriFd DBA 1.9 13.73 +0.41 .2572 iSh0-5YTIPSBd STIP 2.3 100.80 –0.23 .2854
Velocity3xLgSilver USLV ... 40.55 –3.90 ... Velocity4XUSDEUR DEUR ... 37.45 –2.51 ... E-TRACS Food FUD ... 14.32 +0.47 ... GS ConnS&PGSCI GSC ... 12.09 –0.10 ... InvscDBBaseMet DBB 2.2 12.34 –0.11 .2725 iShBloomRollSel CMDY ... 36.31 +0.19 ...
VS2xVIXShortTerm TVIX ... 227.34 –10.11 ... Velocity4XUSDGBP DGBP ... 30.31 –1.53 ... E-TRACS Gold UBG ... 42.61 –0.81 ... GadsdenDynMult GDMA 1.9 24.54 –0.44 .0324 InvscDBEnerFd DBE 3.5 7.39 +0.09 .2623 iShCalifMuniBd CMF 2.0 60.32 +0.10 .1018
VSInvVIXMedTerm ZIV ... 29.62 –0.88 ... Velocity4XUSDJPY DJPY ... 21.62 –0.46 ... E-TRACS Silvr USV ... 18.27 –0.57 ... GlbXAdaptiveUS AUSF 3.9 19.56 +0.37 .2005 InvscDBG10Curr DBV 1.5 22.53 –0.06 .3445 iShAggrAllocation AOA 2.9 50.26 +0.04 .1621
VSVIXShortTerm VIIX ... 87.41 –0.97 ... CitigrCTracksETN DIVC ... 24.43 +2.91 ... ElemntsRogrAgri RJA ... 4.80 +0.16 ... GlbXCopperMiners COPX 2.0 13.92 +0.06 .0546 InvscDBGoldFd DGL ... 50.27 –0.94 ... iShConsAllocat AOK 2.7 34.90 –0.02 .082
VicShDevEnhVol CIZ 3.3 25.34 –0.15 .1283 ClaymoreIdxLnk GCE 13.6 10.50 +0.60 .2613 ElemntsRogrEngy RJN ... 1.04 +0.03 ... GlbXFTSENordReg GXF 2.8 19.12 +0.33 .0185 InvscDBOilFund DBO ... 5.37 +0.03 ... iShCoreDivGrowth DGRO 2.7 35.36 –0.03 .2468
VicShDivAccel VSDA 1.5 30.76 –0.16 .0351 ClearUltShMat OPER 1.7 100.10 –0.02 .04 ElemntsRogrMtls RJZ ... 7.43 –0.12 ... GlbX FTSE SE Asia ASEA 3.6 11.36 +0.04 .1565 InvscDBPrecMetls DBP 1.2 44.01 –0.64 .5253 iShCore5-10YUSDBd IMTB 2.8 51.64 +0.16 .1104
VicShEMHiDivVol CEY 5.9 18.03 +0.18 .0543 ColumbiaDivFixed DIAL 3.2 20.44 +0.11 .049 ElemntsRogrTr RJI ... 3.38 ... ... GlbXFertilizersPot SOIL 1.6 6.66 +0.14 .0244 InvscDBSilverFd DBS ... 21.60 –0.46 ... iShGrwthAllocation AOR 2.8 43.16 –0.09 .1857
VicShEMVolWtd CEZ 3.0 19.88 +0.05 .0311 ColumbiaEMCoreXCh XCEM 2.9 20.19 +0.46 .5874 ElemntsSpectrmLC EEH ... 21.19 –0.11 ... GlbX GoldExplorers GOEX 1.6 26.65 +0.06 .4134 InvscDBUSDBear UDN ... 19.92 +0.25 ... iShCoreHiDividend HDV 4.2 79.14 –0.45 .9144
VicShIntlHiDivVol CID 6.0 23.24 +0.43 .1399 ColumbiaEMConsumer ECON ... 19.91 –0.32 ... ElemntsBiofuels FUE ... 4.88 –0.10 ... GlbX GuruIndex GURU .4 30.77 +0.33 .061 InvscDBUSDBull UUP 2.0 26.82 –0.35 .5261 iShCoreMSCIEM IEMG ... 42.18 –0.21 ...
VicShIntlVolWtd CIL 3.0 31.32 +0.20 .1241 ColumbiaIndiaCnsmr INCO .4 32.67 –0.27 .12 ElemntsGrain GRU ... 2.76 –0.01 ... GlbXLithium&Batt LIT 2.1 24.04 –0.05 .2818 InvscDefEquity DEF 1.4 47.81 –0.57 .6475 iShCoreMSCIEurope IEUR 4.2 38.60 +0.37 .3957
VicShUSDiscEnhVol CSF 1.5 35.40 +0.89 .0181 ColumbiaMultMun MUST 2.6 20.78 –0.29 .0407 EnSelectSectorSPDR XLE 6.4 35.85 +1.23 .5658 GlbX MLP&Energy MLPX 9.3 23.58 +0.81 .5718 InvscDJIADiv DJD 3.4 32.20 –0.18 .2878 iShMSCIIntlDev IDEV 4.0 46.34 +0.27 .7708
VicShUSEQIncmEnh CDC 3.2 44.69 +0.14 .0473 ColumbiaSustIntl ESGN 4.3 19.92 +0.26 .075 ER Entrepreneur30 ENTR .1 19.37 +0.11 .0144 GlbX MLP MLPA 15.9 26.87 +1.61 1.095 InvscDynBiotech PBE .1 51.81 –1.75 .029 iShCoreMSCIPacific IPAC 4.1 48.05 –0.22 1.1496
VicShUS500EnhVol CFO 1.4 49.47 +0.14 .0293 ColumbiaSustUSEqu ESGS 3.3 22.56 +0.22 .169 EthoClimateLeader ETHO .9 36.13 ... .05 GlbXMSCIArgentina ARGT 1.8 17.72 +0.83 .0778 InvscDynBuilding PKB .6 25.06 +2.17 .0192 iShModAllocation AOM 2.8 37.79 –0.09 .1888
VicShUS500Vol CFA 1.6 46.24 +0.25 .0731 CommSvsSPDR XLC .9 49.58 +0.92 .113 FIEnhEurope50ETN FIEE ... 102.38 +0.53 ... GlbXMSCIChinaCm CHIC .6 21.76 –0.81 .0499 InvscDynEnerExpl PXE 3.0 9.30 +0.65 .0436 iShCoreS&P500 IVV 2.3 283.53 –0.37 1.5314
VicShUSLCHiDivVol CDL 4.2 37.43 +0.12 .1892 CnsmrDiscSelSector XLY 1.5 112.24 –0.01 .4237 FidelityCorpBd FCOR 3.0 52.88 –0.31 .131 GlXMSCIChinaCnsDisc CHIQ 1.2 16.62 –0.10 .0514 InvscDynFood&Bev PBJ 1.5 29.68 –0.55 .0745 iShCoreS&P MC IJH 2.2 158.66 +4.15 .8009
VicShUSMultMin VSMV 2.3 28.73 –0.38 .0691 CnsStapleSelSector XLP 2.8 57.62 –1.09 .2874 FidelityDivRising FDRR 5.4 28.56 +0.10 .413 GlbXMSCIChCS CHIS 1.0 21.85 –0.74 .601 InvscDynLCGrw PWB .6 48.03 –0.18 .0559 iShCoreS&P SC IJR 2.0 60.74 +2.02 .2519
VicShUSSCHiDiv CSB 4.4 33.40 +1.60 .1433 CoreAlternative CCOR 1.2 28.63 –0.61 .14 FidelityHiDiv FDVV 6.1 25.10 +0.39 .313 GlbXMSCIChinaEner CHIE 5.8 8.17 –0.13 .2881 InvscDynLCValue PWV 2.9 32.18 –0.10 .2802 iShS&PTotlUSStkMkt ITOT 2.1 62.97 +0.17 .2691
VicShUSSCVolWtd CSA 1.7 36.22 +2.10 .0564 CSFIEnhEur50ETN FEUL ... 57.21 –0.08 ... FidelityHYFactor FDHY 4.8 49.56 –0.06 .215 GlbXMSCIChinaFinl CHIX 4.7 13.41 –0.08 .4514 InvscDynLeisure PEJ .9 26.21 +0.86 .0687 iShCore10+YUSDBd ILTB 3.2 73.27 –1.02 .185
May 4, 2020 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.
iShCoreUSAggBd AGG 2.5 116.87 –0.49 .2363 iShRussell1000 IWB 2.0 155.87 +0.09 .7438 OverlayMuniBd OVM 2.9 24.09 –0.15 .25 ProShUltMC400 MZZ 1.1 16.26 –1.10 .0143 SPFdsDJGlbSukuk SPSK 1.8 19.48 +0.04 .029 VangdGrowth VUG 1.0 175.59 +0.30 .3983
iShCoreUS REIT USRT 4.4 40.98 +1.09 .4348 iShRussell1000Val IWD 3.0 107.01 +0.13 .7935 OverlaySCEq OVS 1.3 19.36 +0.58 .04 ProShrUSOilGas DUG .4 55.26 –5.96 .0289 SPFdsS&P500Sharia SPUS 1.1 18.83 –0.02 .0048 VangdHlthCr VHT 1.6 184.62 –4.86 .445
iShCurHdgMSCIUS HAWX 3.9 23.31 –0.19 .4535 iShRussell2000Gwth IWO .9 175.58 +1.27 .3193 PGIMActHYBd PHYL 7.3 36.03 –0.34 .2107 ProShUltShtQQQ QID 3.1 17.68 +0.08 .0654 SageESG InterCred GUDB 2.5 51.12 +0.45 .1009 VangdHiDiv VYM 3.6 75.92 –0.67 .5544
iShCurrHdgMSCIAus HAUD 5.3 20.91 –0.34 .5611 iShRussell2000 IWM 1.7 125.14 +2.73 .4199 PGIMQMAStrAlSCV PQSV 2.4 35.52 +2.28 .0967 ProShrUSRlEst SRS 1.4 19.94 –0.59 .0237 SchwabEM Equity SCHE 4.2 21.41 –0.10 .7335 VangdIndls VIS 2.2 116.95 +1.90 .6553
iShCurrHdgMSCICda HEWC 2.2 23.61 +0.35 .2321 iShRussell2000Val IWN 2.7 88.56 +3.43 .4505 PGIMUltraShBd PULS 2.8 49.24 +0.01 .0913 ProShUltShRus2000 TWM 1.2 14.82 –0.98 .0207 Schwab5-10YCpBd SCHI 2.4 49.80 –0.14 .1088 VangdIntermBd BIV 2.6 90.97 –0.21 .1778
iShCurHdgMSCIEAFE HSCZ 4.4 24.59 +0.22 .4522 iShRussell3000 IWV 2.0 163.11 +0.35 .7221 PIMCO25+YrZeroCoup ZROZ 1.7 180.50 –4.96 .85 ProShUltShtS&P500 SDS 1.8 24.11 –0.09 .0569 SchwabFundEmgLrg FNDE 4.9 21.24 +0.04 .8489 VangdLC VV 2.0 130.29 –0.14 .639
iShCurHdMSCIEurozn HEZU 3.6 24.75 +0.10 .7588 iShMicro-CapETF IWC 1.6 74.57 +2.05 .2719 PIMCO ActiveBd BOND 3.2 109.37 –0.18 .26 ProShrUSSemi SSG 1.9 10.56 +0.47 .0118 SchwabFundIntLrgCo FNDF 4.3 21.54 +0.19 .7005 VangdLT Bond BLV 3.1 109.47 –1.85 .2601
iShCurHdgMSCIItaly HEWI 5.7 13.34 +0.16 .1934 iShRussellMid-Cap IWR 2.0 47.82 +0.43 .266 PIMCOBrdUSTIPSIdx TIPZ 1.9 62.07 –0.77 .15 ProShUltShtSilver ZSL ... 31.12 +1.74 ... SchwabFundIntlSmCo FNDC 3.6 25.23 +0.35 .7405 VangdMegaCap MGC 2.0 99.88 –0.22 .4619
iShCurrHdMSCIJapan HEWJ 3.3 27.86 –0.25 .3945 iShRussellMCValue IWS 2.9 70.02 +0.86 .5893 PIMCOEnhLowDur LDUR 3.1 99.95 +0.06 .23 ProShUlShtSC600 SDD .7 14.33 –1.50 .0142 SchwabFundUSBrd FNDB 2.9 33.45 +0.21 .2224 VangdMegaGrwth MGK 1.0 142.12 +0.28 .3047
iShCurHdgMSCIMex HEWW 4.5 13.38 +0.42 .2206 iShRussellTop200Gr IWY 1.1 93.78 –0.17 .2498 PIMCOEnhShMaturESG EMNT 1.7 99.66 –0.11 .16 ProShrUSTech REW 1.8 9.21 –0.15 .0097 SchwabFundUSLrgCo FNDX 2.8 34.16 +0.15 .2249 VangdMegaVal MGV 3.2 70.80 –0.57 .5072
iShCurrHdgMSCISK HEWY 2.6 18.47 –0.15 .0163 iShRussellTop200 IWL 2.0 67.60 –0.07 .2641 PIMCOEnhShMaturity MINT 2.5 100.45 –0.04 .16 ProShUltraSh20+ TBT 3.2 15.47 +0.45 .052 SchwabFundUSSmCo FNDA 2.0 28.46 +1.13 .0827 VangdMC VO 1.9 145.85 +0.29 .7357
iShCurHdgMSCISpain HEWP 5.6 16.04 +0.14 .3186 iShRussellTop200Vl IWX 2.9 47.25 –0.18 .3043 PIMCO15+USTIPSIdx LTPZ 1.9 83.08 –2.75 .17 ProShrUSUtil SDP .9 13.45 +1.10 .0118 SchwabIntmUSTrsr SCHR 2.1 58.65 –0.12 .0861 VangdMCGrowth VOT .9 142.59 –0.23 .2737
iShCurHdgMSCISwitz HEWL 2.1 27.73 –0.77 .5962 iShS&P100 OEF 2.1 130.17 –0.30 .5967 PIMCOIntermMuniBd MUNI 2.4 54.08 –0.18 .095 ProShUltShtYen YCS ... 73.20 –0.77 ... SchwabIntEquity SCHF 3.7 26.82 +0.11 .734 VangdMC Val VOE 3.1 88.45 +0.60 .7792
iShCurrHdgMSCIUK HEWU 5.5 18.76 –0.13 .4212 iShS&PMC400Growth IJK 1.3 197.32 +3.63 .5072 PIMCOInvGrdCorpBd CORP 3.2 109.42 –1.06 .28 ProShsVIXMTFut VIXM ... 41.79 +0.94 ... SchwabIntlSC SCHC 4.2 26.49 +0.38 .9543 VangdRealEst VNQ 4.3 73.54 +0.79 .6479
iShCybersecurity IHAK .3 27.02 –0.45 .1234 iShS&P500Growth IVW 1.4 183.70 +0.20 .5028 PIMCO1-5USTIPSIdx STPZ 2.1 52.24 –0.14 .14 ProShsVIXSTFut VIXY ... 33.77 –0.48 ... SchwabLTUSTrea SCHQ 1.4 58.22 –0.97 .0773 VangdS&P500ETF VOO 2.0 259.82 –0.32 1.178
iShUSBasicMaterial IYM 2.5 79.44 +1.20 .3409 iShGlobalEnergyETF IXC 7.4 18.59 +0.18 1.4818 PIMCO DynMultEM MFEM 3.1 18.51 +0.16 .07 Qraft AI US Hi Div HDIV ... 21.63 –0.36 ... Schwab1-5YCpBd SCHJ 1.8 50.13 –0.02 .083 VangdS&P500 Grw VOOG 1.3 165.57 +0.07 .446
iShUSConsumerSvcs IYC 1.1 199.06 +0.80 .4896 iShGlobalHealthcr IXJ 1.5 66.46 –1.84 .4789 PIMCO DynMultIn MFDX 3.7 20.69 +0.27 .11 QRAFT AI US LC QRFT .4 26.08 –0.14 .9867 Schwab1000Index SCHK 2.1 27.58 +0.04 .1314 VangdS&P500Val VOOV 2.7 100.28 –0.45 .6316
iShUSConsumerGoods IYK 2.6 116.88 –0.81 .586 iShGlobalTechETF IXN 1.1 200.33 –0.01 1.083 PIMCO DynMultUS MFUS 2.5 25.66 +0.29 .17 QRAFTAIUSLCMom AMOM .2 25.16 –0.20 .443 SchwabSrtTRmUSTrsr SCHO 2.1 51.62 –0.06 .0646 VangdS&PMC400 IVOO 1.9 107.49 +2.85 .2657
iShUSFinlServices IYG 2.3 111.55 +3.70 .7515 iShGloblFinancials IXG 4.1 48.56 +0.98 .8192 PIMCO RAFI ESG US RAFE 2.1 19.95 +0.23 .19 QuadIntRtVol IVOL 3.4 26.43 –0.16 .0794 SchwabUS AggrBd SCHZ 2.7 55.58 –0.15 .1179 VangdS&P400Grwth IVOG 1.4 122.05 +2.16 1.7219
iShUSHealthcare IYH 1.2 208.22 –5.08 .6126 iShS&P500Value IVE 2.8 103.54 –0.45 .8217 PIMCOShrtTrmMuniBd SMMU 1.7 50.26 –0.06 .06 RoboGlbHlthTch HTEC ... 26.69 –0.53 ... SchwabUS BrdMkt SCHB 2.2 66.52 +0.10 .3374 VangdS&P400Val IVOV 2.5 92.68 +3.15 2.2747
iShUSRealEstate IYR 3.9 73.47 +0.70 .5965 iShIntlDevProperty WPS 9.2 28.74 +0.43 .2731 PIMCO0-5YrHiYdCorp HYS 5.6 87.25 +0.40 .34 RoboGlblRobotics ROBO .4 37.60 +1.03 .1558 SchwabUS Div SCHD 3.7 49.32 –0.19 .4419 VangdS&P600 VIOO 1.9 110.99 +3.81 2.0859
iShUSUtilities IDU 3.2 139.00 –5.62 1.1087 iShGlobalConsDiscr RXI 1.8 104.82 +0.98 .7383 PPTYUSDivrsRealEst PPTY 4.5 24.89 +0.75 .3008 RPAR RiskParity RPAR .9 20.17 –0.18 .0387 SchwabUS LC SCHX 2.2 67.28 –0.03 .3383 VangdS&P600Grwth VIOG 1.4 127.84 +2.88 .2727
iShUS Energy IYE 5.8 18.86 +0.61 .2608 iShGlobalUtilities JXI 4.0 50.98 –1.11 1.054 PacerAmEnIndepend USAI 12.2 14.29 +0.46 .1701 RYZZ MgdFut RYZZ ... 21.25 –0.58 ... SchwabUS LC Grw SCHG .9 89.02 +0.31 .1668 VangdS&P600Val VIOV 2.3 94.36 +4.19 .3032
iShUS Finls IYF 2.3 103.33 +1.96 .6973 iShGlobalMaterials MXI 4.5 54.96 +0.69 .0627 PacerData&Infr SRVR 1.7 32.62 –0.90 .1568 RealEstSectorSPDR XLRE 3.6 32.88 –0.20 .2018 SchwabUS LC Val SCHV 3.9 47.69 –0.17 .4183 VangdST Bond BSV 2.2 82.56 –0.02 .1364
iShUSHealthcarePrv IHF .7 184.53 –4.26 .2986 iShGloblIndustrial EXI 2.2 74.60 +1.26 1.1015 PacerIndRealEst INDS 2.1 28.98 –0.22 .1059 RealityDIVS DIVY 1.9 19.41 +0.57 .5954 SchwabUS MC SCHM 2.0 46.60 +0.97 .1957 VangdSC VB 1.8 127.63 +3.07 .4673
iShUSInsurance IAK 2.9 49.67 –0.38 .5062 iShrsSP GSCI Cmdty GSG ... 8.48 +0.13 ... PacerRetRealEst RTL 7.2 15.32 +1.85 .5481 RenaissanceIPO IPO .5 29.89 –0.22 .0657 SchwabUS REIT SCHH 3.9 34.06 +0.88 .117 VangdTaxExemptBd VTEB 2.3 52.38 –0.18 .0934
iShUSOilEquip&Svcs IEZ 6.4 7.28 +0.22 .1158 iShS&PMC400Value IJJ 2.7 120.78 +4.27 .9947 PacerCFRAStovall SZNE 1.7 24.64 +0.54 .2003 RenaissanceIntlIPO IPOS .9 23.01 –0.31 .0301 SchwabUS SC SCHA 2.0 56.87 +1.35 .2301 VangdTotalStk VTI 1.9 141.81 +0.18 .6136
iShUSPharmaceuticl IHE 1.5 148.87 –2.60 .5866 iShS&PSC600Value IJS 2.4 108.76 +4.59 .5326 PacerFTSECnA50 AFTY 5.0 15.11 –0.39 .752 RivFrDynCoreIncm RFCI 2.4 26.07 –0.05 .0428 Schwab US TIPs SCHP 1.9 59.04 –0.34 .2386 VangdTotlWrld VT 2.7 67.51 +0.21 .2205
iShUSRegionalBanks IAT 4.1 32.15 +1.26 .2701 iShGlblConStaples KXI 2.4 50.08 –0.48 .6042 PacerTrendFd TRND 1.1 23.64 –0.05 .2496 RivFrDynUSDiv RFDA 2.3 29.45 –0.16 .0367 SitRisingRateETF RISE ... 20.46 +0.01 ... VangdUtilities VPU 3.2 122.93 –4.97 .8749
iShUSMedDevices IHI .4 251.99 –6.58 .0212 iShNATech-Mult IGN .7 47.89 –0.82 .1226 PacerTrendpilot PTIN 1.1 23.42 ... .2587 RivFrDynUSFlex RFFC 1.8 29.23 +0.29 .0316 SmartTransport MOTO ... 22.59 +0.31 ... VangdValue VTV 3.2 95.89 –0.48 .7605
iShESGUSAggBd EAGG 2.5 55.96 –0.19 .0946 iShSelfDrvngEV IDRV 1.5 23.12 +0.19 .1721 PacerTrendUSBd PTBD 2.2 25.87 –0.01 .123 RivFrDynUnconInc RFUN 4.9 24.06 ... .1024 SoFi50ETF SFYF .9 17.01 +0.18 .1405 VelocityShares3xIn DGAZ ... 224.00 –9.53 ...
iShEdgeMSCIIntlMom IMTM 2.4 27.81 +0.13 .2048 iShShortNatlMuniBd SUB 1.6 106.29 +0.15 .1316 PacerUSCashCows BUL 1.2 21.96 –0.05 .0611 RivFrStratIncm RIGS 4.1 23.30 +0.11 .0957 SoFiNext500 SFYX 1.3 8.46 +0.22 .0826 VelocityShares3xLg UGAZ ... 26.35 –0.15 ...
iShEdgeMSCIIntQual IQLT 2.7 26.80 –0.14 .2665 iShSilver SLV ... 13.92 –0.29 ... PacificGlbFocusHY FJNK 5.0 22.37 –0.17 .0982 RoundBitEsports NERD .3 15.75 –0.20 .0496 SoFiSelect500 SFY 1.1 10.08 –0.05 .082 VesperUSLCShort UTRN .7 25.59 +0.66 .8496
iShEdgeMSCIIntSize ISZE 2.9 21.86 +0.38 .4598 iShTIPSBondETF TIP 1.9 121.01 –1.18 .2979 PacificGlbIntlEq IDY 2.3 20.07 +0.31 .1238 SPDRBlackstoneSrLn SRLN 5.9 41.27 –0.23 .17 SPDR DJRlEst RWX 12.8 27.45 +0.57 .2155 VicShUSAACrIntBd UITB 3.0 52.33 +0.04 .1075
iShEdgeMSCIIntVal IVLU 4.8 18.07 +0.17 .3664 iShTreaFRBd TFLO 1.8 50.29 –0.01 .005 PacificGlbSrLoan FLRT 4.5 44.90 –0.20 .1533 SPDRBloomBarCvSecs CWB 3.3 51.81 –0.32 .0817 SPDR DJREIT RWR 4.6 75.11 +1.86 .5829 VicSh USAAShtBd USTB 2.7 50.30 +0.05 .0976
iShEdgeMSCIMnVlEur EUMV 3.6 22.94 +0.28 .2154 iShDowJonesUS IYY 2.0 139.03 +0.20 .5765 PacificGlbUSEqu USDY 4.0 21.09 –0.55 .202 SPDRBBCpBd SPBO 3.4 33.87 –0.22 .0892 SPDR DJIA Tr DIA 2.6 237.28 –0.55 .1302 VicShUSAA EMVal UEVM 6.1 34.91 +0.12 .8977
iShEdgeMSCIMinJapn JPMV 5.1 58.15 –0.66 .5574 iShChinaLC FXI 3.2 37.27 –0.92 .7883 PerthMintPhGold AAAU ... 16.96 –0.27 ... SPDRBloomBarEMLoBd EBND 5.0 24.91 +0.33 .0804 SPDR EurSTOXX FEZ 3.5 30.38 +0.51 .0983 VicShUSAA IntlVal UIVM 8.8 35.42 +0.17 .2043
iShEdgeMSCIMultif ACWF 2.9 25.54 –0.24 .3271 iShRussellMCGrowth IWP .6 136.75 +0.06 .211 PortfPlDevMk PPDM 4.7 17.36 +0.13 .1689 SPDR BlmBarcHYBd JNK 6.0 96.96 +0.34 .5169 SPDR MSCI exUS CWI 3.8 20.49 +0.01 .3931 VicSh USA SC Val USVM 3.8 40.15 +1.16 .0532
iShEdgeMSCIMultInt INTF 4.7 21.22 –0.08 .5513 iShUSBrokerDealers IAI 1.9 56.00 +0.66 .3946 PortfPlEM PPEM 6.2 15.85 –0.14 .5918 SPDRBloomBarInCpBd IBND .6 32.63 +0.86 .0157 SpdrSPIntDiv DWX 5.8 31.12 +0.04 .2411 VicShUSAA USAVal ULVM 3.7 41.53 +0.44 .0432
iShEdgeMSCIMlIntSC ISCF 3.7 24.89 +0.30 .5096 iShUSTechBreak TECB 2.3 25.01 –0.20 .1418 PortfPlS&P500 PPLC 3.2 36.56 –0.22 .4031 SPDRBlmBarIntTrBd BWX 1.2 28.17 +0.33 .0235 SPDR S&PMdCpTr MDY 1.8 289.52 +7.42 1.1098 VidentUSBdStrat VBND 3.0 49.49 –0.10 .2072
iShEdgeMSCIMultUSA LRGF 2.2 28.62 ... .1454 iShUSTech IYW .9 227.55 +0.39 .7253 PortfPlS&PSC PPSC 1.9 24.38 +0.98 .2518 SPDRBlmBarInvGrdFR FLRN 2.6 30.09 +0.04 .0448 SPDR S&P 500 SPY 2.0 282.79 –0.18 1.4056 VidentCoreUSEquity VUSE 2.0 25.08 +0.71 .0792
iShMultiUSA MC MIDF 2.0 22.74 +0.67 .0892 iShYdOptimizedBd BYLD 3.7 25.15 +0.07 .0794 PrincipalActIncm YLD 5.7 34.53 +0.24 .1544 SPDRBloomBarc1-10Y TIPX 2.7 19.92 –0.09 .0587 SPDR S&P Biotch XBI .0 90.83 –6.18 .0009 VidentIntlEquityFd VIDI 4.4 18.22 +0.27 .0286
iShEdgeMSCIUSASC SMLF 1.9 32.24 +0.95 .1144 iSh0-5YHYCorpBd SHYG 5.9 41.36 –0.05 .205 PrincInvGrdCp IG 3.8 25.59 –0.21 .0771 SPDRBloomBar1-3MTB BIL 1.8 91.53 –0.02 .0143 SPDR SP China GXC 1.8 91.84 –3.13 .8073 VirtusInfrUSPfd PFFA 12.9 16.61 +1.00 .15
iShEdgeMSCIUSASize SIZE 2.0 78.64 +0.43 .429 JPM AlerianMLP AMJ 13.7 13.01 +0.73 .4328 PrincUltShtAct USI 2.7 24.90 –0.03 .0522 SPDRBloomBarSTHYBd SJNK 6.2 24.07 +0.06 .1325 SPDR S&P Div SDY 3.3 85.02 –0.22 .6687 VirtusLifeSciBio BBC ... 33.97 –1.97 ...
iShEM Dividend DVYE 8.6 29.56 +0.07 .3535 JanusHendMtg JMBS 3.5 53.06 +0.20 .1128 ProShDJBrkGlIn TOLZ 3.7 37.69 –0.47 .2385 SPDRBloomBarSTInTr BWZ .4 29.87 +0.37 .0035 SPDR SP EmAsPac GMF 2.1 88.09 –1.10 .5886 VirtusLifeSciBio BBP ... 42.11 –3.59 ...
iShEuropeETF IEV 3.9 36.51 +0.30 .3056 JanusHenShrtDur VNLA 2.9 49.65 –0.03 .0652 ProShDecRetail EMTY .6 40.60 –2.98 .0166 SPDRDoubleTRTact TOTL 3.3 48.85 +0.16 .1265 SPDR S&P Home XHB 1.2 35.37 +2.71 .1087 VirtusNewDynCredit BLHY 5.2 21.95 –0.12 .0582
iShExpTech IGM .6 238.26 +0.60 .4078 HancockConsDisc JHMC 1.4 28.90 +0.37 .2254 ProShHdgReplic HDG .9 43.91 +0.10 .0421 SPDRDJGlbRealEst RWO 5.6 37.18 +0.77 .2787 SPDR IntlSC GWX 4.4 24.71 +0.26 .4098 VirtusNewMultiBd NFLT 4.5 23.02 +0.14 .0758
iShFocusedValue FOVL 4.5 31.75 +0.78 .3569 HancockConsStpl JHMS 2.4 27.45 –0.48 .2904 ProShInflationExp RINF 2.3 23.90 –0.20 .0368 SPDREUROSTOXXSC SMEZ 2.9 50.13 +0.91 .33 SPDR S&P MtlMng XME 3.4 18.90 +0.91 .0806 VirtusPrvCrd VPC 14.6 16.41 ... .35
iShGenomicsImm IDNA ... 31.02 –1.77 ... HancockDevIntl JHMD 4.0 23.52 +0.13 .3468 ProShLgOnline CLIX ... 63.71 –3.04 ... SPDRIntGovBd WIP 3.0 49.62 +1.06 .0846 SPDRS&POilGasExpl XOP 3.0 50.01 +3.01 .3785 VirtusRealAsset VRAI 4.8 18.02 +0.65 .15
iShGlblComm IXP 2.4 56.71 +0.73 .447 HancockMultEM JHEM 3.1 20.44 –0.02 .1673 ProShOnlRetail ONLN ... 40.97 –0.62 ... SPDRFactSetInnTech XITK .1 110.79 –1.08 .1604 SPDR S&P Pharm XPH .7 40.71 +0.14 .0717 VirtusReavesUtil UTES 2.2 35.13 –1.49 .16
iShGlobal100 IOO 2.2 48.36 –0.26 .6513 HancockEnergy JHME 11.0 12.95 +0.60 1.1549 ProShRAFI L/S RALS 2.1 31.77 +0.22 .1353 SPDRGlobalDow DGT 3.3 71.36 +0.27 .3266 SPDR S&P Retail XRT 2.1 35.66 +1.12 .1749 VolsharesLC VSL 1.4 28.15 +1.08 .0941
iShGlobalREITETF REET 7.3 19.69 +0.58 .2604 HancockMultFinls JHMF 2.8 30.18 +0.74 .5206 ProShS&P500Bd SPXB 3.4 89.50 –0.96 .2291 SPDRGoldMini GLDM ... 16.96 –0.29 ... SPDR S&P Semi XSD .6 94.40 –0.77 .1158 WBIBullBrGlbIncm WBII 4.1 22.93 +0.02 .0223
iShGoldTr IAU ... 16.22 –0.28 ... HancockHealthcare JHMH 2.5 36.05 –0.87 .6712 ProShS&P500xEner SPXE 1.5 61.12 –0.24 .2051 SPDR Gold GLD ... 159.78 –2.86 ... SPDRWelsFrg PSK 5.7 41.59 –0.06 .18 WBIBullBrQu3000 WBIL .7 24.95 –0.45 .0216
iShiBoxx$InvGrCpBd LQD 3.2 128.34 –1.56 .3202 HancockIndustrials JHMI 1.7 30.76 +0.53 .3079 ProShS&P500xFin SPXN 1.6 60.11 –0.29 .2015 SPDRMFSSysCore SYE 1.9 76.44 +0.63 .2883 SprottGoldMiners SGDM .2 29.38 –0.23 .0631 WBIBullBrRsInc300 WBIE .8 25.22 –0.46 .0366
iShiBondsDec2020Cp IBDL 2.5 25.23 –0.02 .0455 HancockLC JHML 2.0 35.14 +0.16 .3978 ProShS&P500xHlth SPXV 1.9 58.04 +0.08 .2466 SPDRMFSSysGrowth SYG 1.0 86.37 –0.33 .0823 SprottJrGoldMiners SGDJ .7 30.62 –0.31 .2196 WBIBullBrTdUS WBIT 5.0 16.65 +0.06 .1944
iShiBdsDec2028Cp IBDT 3.0 27.35 –0.25 .0745 HancockMatls JHMA 2.3 27.49 +1.22 .2951 ProShS&P500xTech SPXT 2.0 50.43 –0.24 .2417 SPDRMFSSysValueEqu SYV 2.7 56.12 +0.84 .3178 SyntaxStratLC SSPY 1.9 41.65 +0.22 .7875 WBIBullBrTrdUSTR WBIN 7.4 16.03 +0.09 .0156
iShiBondsDec2025Cp IBDQ 3.1 25.90 –0.05 .0621 HancockMultMedia JHCS .8 24.66 +0.21 .1655 ProShShtBasicMat SBM .4 18.88 –0.33 .0049 SPDRACWILowCarbon LOWC 2.6 83.95 –0.01 .9969 TacticalIncm TBND .6 22.48 –0.38 .137 WBIBullBrVal3000 WBIF .8 24.79 –0.45 .0398
iShiBondsDec2024Cp IBDP 3.1 25.45 –0.15 .0597 HancockMC JHMM 1.3 31.36 +0.47 .2378 ProShShtDow30 DOG 1.2 53.04 –0.02 .055 SPDREAFEFossilFr EFAX 3.4 58.54 +0.21 .7127 TechSelectSector XLK 1.3 88.90 +0.27 .3715 WBIBullBrYd3000 WBIG 1.6 21.77 –0.49 .0154
.0567 HancockMultiSC JHSC 1.5 20.89 +0.52 .1961 SPDRMSCIEAFEStrat QEFA 3.6 55.10 –0.23 .8598 WBIPwrFactorHiDiv WBIY 8.2 17.04 +1.08 .3408
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iShiBdsDec2029Cp IBDU 2.9 25.40 –0.07 ProShShortEuro EUFX ... 46.70 –0.79 ... TeucriumAgriFd TAGS ... 16.36 +0.12 ...
iShiBondsDec2021Cp IBDM 2.7 24.92 –0.01 .0522 HancockTech JHMT 1.3 51.20 –0.60 .4311 ProShShXinhuaCh25 YXI .8 19.74 +0.45 .011 SPDREMFossilFuelFr EEMX 3.2 52.51 –0.39 .2799 TeucriumCornFd CORN ... 11.96 –0.10 ... WedETFMGGlbCld IVES 1.6 30.32 –0.26 .08
iShiBdsDec2021Muni IBMJ 1.4 25.83 +0.06 .0315 HancockUtils JHMU 3.1 28.47 –1.19 .4913 ProShShtFinls SEF .9 22.10 –0.62 .0196 SPDRMSCIEMStrat QEMM 3.8 48.21 –0.27 .5223 TeucriumSoybeanFd SOYB ... 13.74 +0.30 ... WedbushVideoGame GAMR 1.4 46.06 –0.79 .165
iShiBondsDec2027Cp IBDS 3.3 25.60 –0.05 .0671 JPMBeta US MC BBMC ... 51.81 +1.09 ... ProShShortHY SJB 1.0 21.94 –0.23 .0125 SPDRMSCIUSAStrat QUS 2.1 82.67 –0.42 .7156 TeucriumSugarFd CANE ... 5.47 +0.36 ... WisdTrAPxJp AXJL .0 55.06 –0.63 .24
iShiBondsDec2026Cp IBDR 3.2 25.45 –0.05 .0632 JPMCorpBdResearch JIGB 3.5 55.22 –0.46 .1403 ProShShMSCI EAFE EFZ 1.1 28.41 –0.14 .0086 SPDRMSCIWorldStrat QWLD 2.5 73.68 –0.31 .8309 TeucriumWheatFd WEAT ... 5.31 –0.15 ... WisdTrUSDBull USDU 2.9 28.26 –0.35 .8163
iShiBondsDec2023Cp IBDO 2.9 25.59 –0.07 .0584 JPM DivAlt JPHF 5.7 19.00 –0.24 1.0819 ProShShtMSCI EM EUM 1.0 19.87 +0.08 .0196 SPDR NYSE Tech XNTK .6 81.54 –1.68 .1192 TimothyHiDiv TPHD 2.9 20.34 +0.13 .0576 WisdTrCBOES&P500 PUTW 1.8 23.54 +0.25 .4183
iShiBondsDec2022Cp IBDN 2.8 25.24 –0.06 .054 JPM DivRetEM JPEM 4.9 41.50 +0.36 .1881 ProShShtMC400 MYY 1.1 45.45 –1.43 .0152 SPDRNuvBBHYMuni HYMB 4.3 52.86 –0.45 .1709 TimothyPlanIntl TPIF 2.2 20.36 +0.08 .0836 WisdTrChineseYuan CYB 2.1 24.71 –0.12 .5104
iShiBdsDec2022Muni IBMK 1.5 26.00 –0.10 .0326 JPMDivReturnEurope JPEU 3.6 47.97 +0.57 .1064 ProShShtOil&Gas DDG .4 32.94 –1.36 .023 SPDRNuveenMuniBd TFI 2.1 49.83 –0.41 .0869 TimothyUS LMC TPLC 1.1 22.55 +0.18 .0243 WisdTrContComm GCC ... 14.88 +0.38 ...
iShiBdsMar23CpxFin IBCE 2.7 24.90 ... .0529 JPM DivRetGlEq JPGE 3.8 50.29 –0.18 .1845 ProShShortQQQ PSQ 1.7 22.37 +0.09 .0448 SPDRNuveenSTMuniBd SHM 1.4 48.92 –0.05 .0547 Timothy US SC TPSC 1.4 18.57 +0.76 .0211 WisdTrEmgCurr CEW ... 16.40 +0.06 ...
iShiBdsMar2023Cp IBDD 2.8 26.92 +0.04 .0605 JPM DivRetIntlEq JPIN 4.1 45.39 +0.12 .1337 ProShShtRE REK .9 14.17 –0.18 .0079 SPDRPtfAggBd SPAB 2.8 30.51 –0.06 .064 TortoiseNAPipeline TPYP 6.8 16.00 +0.34 .3098 WisdTrEMxSOE XSOE 2.5 25.50 –0.27 .021
iShiBdsSep2020Muni IBMI 1.3 25.56 +0.09 .0283 JPM DivRetUS Eq JPUS 2.7 64.22 +0.14 .322 ProShShtRus2000 RWM 1.2 42.69 –1.29 .0499 SPDRPtfDevxUS SPDW 3.9 25.05 +0.16 .578 TransamDeltaS&PEM DMRE 2.8 45.27 –0.05 .1847 WisdTrEM HiDiv DEM 6.3 33.61 +0.17 .0325
iShiBoxx$HYCpBd HYG 5.6 78.68 +0.36 .3688 JPM Div US MC JPME 2.3 55.18 +0.61 .2205 ProShShrtS&P500 SH 1.4 24.83 –0.02 .0279 SPDRPtfEM SPEM 3.7 29.55 –0.14 .3821 TrueMarkESGActive ECOZ ... 24.34 –0.40 ... WisdTrEMLocDebt ELD 5.8 29.85 +0.22 .14
iShIntRtHdgCorpBd LQDH 3.2 86.18 –0.68 .2061 JPM Div US SC JPSE 1.9 23.77 +0.71 .0857 ProShSh7-10YrTr TBX 1.4 23.93 +0.04 .0229 SPDR PtfEurope SPEU 4.0 28.05 +0.21 .2027 TrueMarkTechAI LRNZ ... 26.01 –0.11 ... WisdTrEMMulti EMMF 3.7 18.37 –0.15 .0625
iShIntRateHdgEM EMBH 4.7 20.09 +0.41 .063 JPM EventDriven JPED 2.1 21.04 +0.31 .4372 ProShShrtSC600 SBB .8 36.12 –1.58 .0097 SPDR PtfHYBd SPHY 6.9 23.32 +0.03 .1324 UBSNatGasMLPETN MLPG 18.3 9.36 +0.08 .4576 WisdTrEM SC DGS 5.3 35.21 –0.02 .0633
iShIntRtHdgHiYdBd HYGH 5.3 78.09 +0.76 .3737 JPM L/S JPLS ... 17.85 –0.08 ... ProShSh20+Tr TBF 1.9 15.24 +0.26 .0351 SPDRPtfIntermCpBd SPIB 2.9 35.20 –0.03 .0774 UBS FIEnhGlbHY FIHD ... 127.37 –1.32 ... WisdTrEuropeHdg HEDJ 2.5 54.69 +0.36 .1012
iShIntRtLTCpBd IGBH 3.8 21.36 –0.28 .0658 JPM MgdFutures JPMF 5.0 21.30 –0.25 1.0692 ProShShtVIXST SVXY ... 31.61 –0.12 ... SPDR PtfIntTrea SPTI 1.7 33.09 –0.04 .0285 UBS FIEnhLCGrw FBGX ... 283.90 –0.84 ... WisdTrEuropeHdgSM EUSC 4.1 25.05 +0.38 .0276
iShJPM EM LC Bd LEMB ... 37.89 +0.94 ... JPMUSAggregateBd JAGG 2.6 27.71 –0.06 .0245 ProShUltBscMtls UYM 2.1 36.82 +0.99 .1227 SPDRPtfLTCorpBd SPLB 3.7 30.15 –0.61 .0853 E-TRACS DJ Cmd DJCI ... 11.12 –0.05 ... WisdTrEurQualDiv EUDG 2.7 22.90 –0.01 .1131
iShJPX-Nikkei400 JPXN 2.2 54.72 –0.06 .7807 JPMUSDEMSovBd JPMB 5.1 44.55 +0.91 .1404 ProShUltBlmCrude UCO ... 13.92 –2.61 ... SPDRPtfLgTermTrea SPTL 1.9 48.01 –0.76 .0698 UBSWellsFargoETN BDCS 14.3 12.07 +0.13 .4474 WisdTrEuropeSC DFE 5.6 44.31 +1.50 .4349
JPM US Dividend JDIV 4.6 20.65 +0.18 .1949 SPDR PtfGSM SPGM 2.9 36.05 +0.18 .6111 WisdTrFRTrea USFR 1.7 25.12 +0.01 .005
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

iShLatinAmerica40 ILF 5.7 18.35 +1.25 .5705 JPMUSMinimumVol JMIN 2.2 26.48 –0.22 .1327 ProshUltBlmNatGas BOIL ... 49.45 +0.37 ... SPDRPtfMtgBkdBd SPMB 3.1 26.79 –0.01 .0677 E-TRACS AlrInfr MLPI 14.3 11.00 +0.60 .3963 WisdTrGlbxUSQual DNL 2.5 56.61 –0.13 .245
iShLtCorpBd IGLB 3.7 66.31 –1.39 .2058 JPM US Moment JMOM 1.3 27.46 –0.06 .0763 ProShUltCommSvs XCOM .7 42.89 +1.28 .0158 SPDRS&P500Value SPYV 3.0 27.83 –0.12 .2219 USCF SummerDynCom SDCI 1.2 12.74 +0.08 .0332 WisdTrGlbxUSREFd DRW 10.5 22.60 +0.28 .5689
iShACWILowCarbon CRBN 2.6 109.81 +0.22 1.5289 JPM USQualFactor JQUA 1.9 27.94 +0.05 .0923 ProShUltCnsGds UGE 1.3 37.76 –0.97 .1118 SPDRPtfS&P1500 SPTM 2.1 34.53 +0.03 .2014 USCF SummerSHPEI BUY 1.1 14.17 +0.79 .0414 WisdTrGlbHiDiv DEW 4.9 36.10 +0.16 .3154
iShMSCIAustralia EWA 5.6 16.19 –0.22 .4562 JPM US Value JVAL 3.7 22.23 +0.23 .2181 ProShUltCnsSvs UCC .3 89.26 –1.75 .0395 SPDRPtfS&P500 SPLG 2.1 33.21 –0.03 .1778 USEquCumDiv2027 IDIV 14.6 9.33 +0.05 .085 WisdTrS&PChina500 WCHN .0 26.60 –0.87 .38
iShMSCIAustria EWO 4.6 14.16 +0.55 .1161 KFADynFixIncm KDFI 3.3 20.93 –0.41 .0332 ProShUltDow30 DDM 1.1 34.42 –0.17 .124 SPDRS&P500Growth SPYG 1.5 39.78 +0.02 .1359 USEquityxDiv2027 XDIV ... 60.27 +1.09 ... WisdTrIndiaEarn EPI 1.1 17.65 +0.35 .0173
iShMSCIBRICETF BKF 2.1 36.48 –0.60 .2394 KFA LCQualDiv KLCD .9 22.55 –0.08 .2031 ProShUlt Euro ULE ... 12.98 +0.35 ... SPDRS&P500HiDiv SPYD 6.8 26.62 +0.56 .3962 USGlbGOGold GOAU .2 18.29 +0.31 .0275 WisdTrIndiaxSOE IXSE ... 19.25 +0.39 ...
iShMSCIBelgium EWK 3.6 15.20 +0.46 .3476 KFA SCQualDiv KSCD .8 20.87 +0.33 .1621 ProShUltFTSEEurope UPV .9 30.15 +0.56 .0668 SPDRPtfS&P400MC SPMD 2.1 27.90 +0.69 .1374 U.S.GlobalJetsETF JETS 2.8 14.09 +0.73 .3911 WisdTrIntDivxFin DOO 5.2 32.75 +0.38 .2085
iShMSCIBrazil EWZ 5.1 23.58 +1.42 .0973 KnowldgLdrDevWrld KLDW 1.2 30.95 +0.01 .3599 ProShXinhuaChina25 XPP 5.4 46.01 –2.43 .1488 SPDRPtfS&P600SC SPSM 2.2 23.65 +0.78 .0993 USVeganClimate VEGN 1.2 24.42 +0.11 .0664 WisdTrIntlEquity DWM 4.3 40.80 +0.28 .1909
iShMSCICanadaETF EWC 2.7 23.74 +0.33 .3939 KraneBoseraChinaA KBA 1.7 29.62 –0.98 .4987 ProShUltFinls UYG 2.0 26.17 +0.92 .1164 SPDRPtfSTCpBd SPSB 2.7 30.86 +0.05 .0581 UtilitiesSelSector XLU 3.5 55.88 –2.44 .474 WisdTrIntlHdgQual IHDG 2.2 32.03 –0.32 .0455
iShMSCIChinaSC ECNS 3.8 34.92 –0.94 .6113 KraneCICCChina KFYP ... 24.32 –0.68 ... ProShUltraGold UGL ... 59.62 –2.38 ... SPDRShtTermTrea SPTS 2.0 30.69 –0.02 .018 VanEckMerkGoldTr OUNZ ... 16.58 –0.31 ... WisdTrIntlHiDiv DTH 5.5 30.28 +0.34 .2002
iShMSCIColombia ICOL 5.5 7.67 +0.11 .2378 KraneCSIChInt KWEB .1 45.76 –1.99 .0413 ProShUltHlthCr RXL .4 109.21 –6.71 .1534 SPDR PtfTIPS SPIP 2.7 29.62 –0.34 .0845 VanEckAfrica AFK 9.0 14.32 –0.13 1.2858 WisdTrIntlLC Div DOL 4.3 37.45 –0.12 .189
iShMSCI EAFE EFA 3.9 55.34 +0.13 1.3761 KraneEFdChina KCNY 3.0 31.11 –0.09 .0647 ProShUltraHY UJB 4.6 58.64 +1.04 .1813 SPDRRuss1000LowVol ONEV 2.8 67.12 +0.69 .4055 VanEckAgribus MOO 1.7 53.90 –0.05 .9091 WisdTrIntlMC Div DIM 4.3 48.76 +0.50 .1484
iShMSCIEmgMarkets EEM 2.8 35.32 –0.26 .929 KraneElcVehicle KARS 2.1 21.00 –0.13 .4351 ProShUltIndls UXI 1.0 49.02 +1.38 .1795 SPDRRuss1000Mom ONEO 2.1 60.89 +0.89 .3007 VanEckBDCIncome BIZD 14.4 10.28 +0.27 .3562 WisdTrIntlMult DWMF 3.3 21.57 –0.21 .0446
iSh MSCI EM SC EEMS 3.5 33.81 +0.05 .8515 KraneEMCnsTech KEMQ 2.0 20.59 –0.12 .4219 ProShUltBrazil UBR 2.4 15.58 +1.61 .0321 SPDRRuss1000Yd ONEY 4.8 52.29 +1.00 .5511 VanEckBrazilSC BRF 5.0 13.86 +0.98 .6972 WisdTrIntlSC DLS 4.9 51.02 +1.03 .287
iShMSCIFranceETF EWQ 3.3 24.01 +0.42 .0691 KraneEMHlthcrIndex KMED 1.7 21.89 –0.86 .3789 ProShUltMSCIEAFE EFO .5 24.88 +0.09 .0536 SPDRMomentumTilt MMTM 1.8 121.54 –1.10 .5423 VanEckChinaGrwth GLCN 1.8 34.90 –1.14 .6157 WisdTrJapanHdg DXJ 3.0 43.29 +0.03 .065
iShMSCIFrontier100 FM 4.3 22.04 +0.19 .7928 KraneChinaHlthCr KURE .2 25.01 –1.47 .0573 ProShUltMSCIEM EET 2.3 45.11 –0.56 .0086 SPDRS&P1500ValTilt VLU 2.8 90.61 +1.42 .6253 VanEckChinaBond CBON 3.9 22.37 +0.20 .0666 WisdTrJapanSC DFJ 2.7 60.14 +0.42 .06
iShMSCIGermanyETF EWG 3.2 23.07 +0.56 .7381 KraneAllChina KALL 1.6 23.61 –0.80 .384 ProShrUltraJapan EZJ .2 26.49 –0.17 .0153 SPDR S&P500MidGr MDYG 1.4 47.26 +0.76 .111 VanEckSMEChiNxt CNXT .5 29.65 –0.40 .135 WisdTrMgdFut WTMF 1.7 35.91 –0.13 .6039
iShMSCIGlblAgriPrd VEGI 2.3 22.70 –0.17 .2688 KraneMSCIChinaEnv KGRN ... 16.96 –0.17 ... ProShUltMC400 MVV 1.4 23.45 +1.04 .0677 SPDR S&P400MidVl MDYV 2.9 38.79 +1.40 .2926 VanEckCoal KOL 17.0 62.18 –0.78 10.546 WisdTrModTech PLAT .3 26.34 –0.08 .0806
iShMSCIGloblEnProd FILL 6.4 11.56 +0.09 .3136 KraneEMxChina KEMX 3.8 19.20 –0.12 .7363 ProShUltOilGas DIG 8.3 69.77 +3.83 .5363 SPDRS&P600SmallCap SLY 1.9 52.55 +1.78 .222 VanEckEgypt EGPT 2.6 23.19 +1.20 .6047 WisdTrMtgPlBdFd MTGP 2.4 50.71 +0.30 .0925
iShMSCIHongKong EWH 3.2 20.55 –0.54 .2085 KraneSh1Belt1Road OBOR 5.6 18.73 –0.13 1.0473 ProShUltraQQQ QLD .1 109.91 –1.86 .0091 SPDR S&P600SCpGr SLYG 1.4 49.77 +1.24 .1227 VanEckEM AggBd EMAG 5.3 18.93 +0.29 .0678 WisdTr90/60USBal NTSX 1.0 28.07 –0.12 .0368
iShMSCIIndonesia EIDO 2.9 15.55 +0.43 .0458 LCGrowthETN2028 FRLG ... 123.32 –0.11 ... ProShrUltraRE URE 2.3 46.90 +0.71 .1373 SPDR S&P600SCapVal SLYV 2.6 44.44 +1.89 .2625 VanEckEMHYBond HYEM 7.1 20.32 –0.13 .1094 WisdTrUSDivxFin DTN 4.5 69.54 –0.02 .135
iShMSCIIreland EIRL 2.9 33.97 +1.14 .4262 LeaderAlphaUSCore LSAF .9 21.08 +0.29 .0402 ProShrUltraRus UWM 1.1 38.20 +1.56 .0484 SPDR Aero Dfns XAR 1.4 78.63 +2.30 .4312 VanEckEnerIncm EINC 13.7 35.10 +1.26 .8535 WisdTrUSHiDiv DHS 4.4 60.32 +0.15 .145
iShMSCIIsrael EIS 2.4 48.70 +0.29 .1696 LeutholdCore LCR ... 23.75 –0.07 ... ProShUltraS&P SSO .7 105.41 –0.49 .1976 SPDRS&PBank KBE 3.5 29.85 +1.72 .1618 VanEckEnvironSvcs EVX .6 81.08 +1.28 .4715 WisdTrUSLCDivFd DLN 3.1 87.73 –0.34 .17
iShMSCIItaly EWI 5.4 20.72 +0.60 .2036 MatlsSelSectorSPDR XLB 2.4 50.79 +0.93 .2699 ProShUltSemi USD 1.0 43.64 –3.11 .0726 SPDRS&PCapitalMkts KCE 2.8 50.38 +1.93 .4021 VanEckGoldMiner GDX .6 33.29 –0.64 .1905 WisdTrUSLCFd EPS 2.2 30.66 +0.07 .1793
iShMSCIJapan EWJ 2.4 50.85 –0.04 .716 MerlynAIBullBr WIZ .4 24.41 +0.56 .0124 ProShrUl7-10Trs UST .9 75.79 –0.23 .1103 SPDREmMktsDiv EDIV 5.5 23.27 –0.02 .1849 VanEckGreenBd GRNB 2.1 26.92 –0.02 .0574 WisdTrUSMCDivFd DON 3.9 26.13 +0.70 .06
iShMSCIJapanSC SCJ 5.4 61.94 +0.58 1.1913 MicroSecCannabis MJJ ... 43.01 –0.86 ... ProShUltSilver AGQ ... 20.04 –1.24 ... SPDR S&P EM SC EWX 3.6 35.38 +0.07 .4201 VanEckIndiaGrwth GLIN 2.0 21.27 –1.03 .4239 WisdTrUSMCFd EZM 2.2 29.31 +1.23 .1702
iShMSCIKLD400Soc DSI 1.7 107.22 +0.46 .5179 MicroSecCannabis2X MJO ... 33.43 –1.53 ... ProShUltSC600 SAA .7 49.60 +2.66 .1626 SPDRS&P500Buyback SPYB 2.8 54.86 +0.82 .6109 VanEckIndonesia IDX 3.4 13.79 +0.31 .4723 WisdTrUSQualShr QSY 2.0 71.45 +0.89 .2917
iShMSCIKokusaiETF TOK 2.4 62.30 +0.16 .6994 MicroFANG+ETN FNGS ... 60.17 –0.88 ... ProShUltTech ROM .2 135.75 +0.89 .1376 SPDRS&P500Fossil SPYX 1.9 69.71 –0.18 .3329 VanEckIntlHYBd IHY 5.8 21.63 –0.12 .1112 WisdTrUSSCDiv DES 3.9 19.63 +0.94 .025
iShMSCIMalaysiaETF EWM 3.6 23.02 –0.21 .3114 MicroSectFANG+Invr GNAF ... 33.30 +0.28 ... ProShUltTelecom LTL 1.4 30.70 –1.31 .1861 SPDRS&PGlbDividend WDIV 6.1 50.15 +0.91 .5756 VanEckInvtGrFR FLTR 2.9 24.56 –0.04 .042 WisdTrUSSCFd EES 2.2 25.17 +1.69 .1353
iShMSCIMexico EWW 4.7 28.10 +1.39 .434 MicroFANG-3XInvr FNGD ... 4.57 +0.04 ... ProShUlt20YrTr UBT 1.1 140.65 –4.33 .3198 SPDRS&PGlbInfr GII 4.5 41.03 +0.03 .8724 VanEckIsrael ISRA 1.6 30.59 +0.05 .4849 WisdTrUSTotalDivFd DTD 3.2 84.81 +0.22 .19
iShMSCINetherlands EWN 3.1 27.80 ... .1386 MicroSectorsFANG3X FNGU ... 56.35 –2.83 ... ProShrUltraUtil UPW 1.8 44.88 –4.04 .2586 SPDRS&PGlbNatRes GNR 5.2 34.00 +0.17 .9578 VanEckJPMEMLCBd EMLC 7.0 28.59 +0.51 .123 WisdTrUSTMFd RESP 2.7 30.18 ... .1687
iShMSCIPacificxJp EPP 5.1 35.26 –0.47 .8424 MicroFANG-2XInvr FNGZ ... 18.20 +0.26 ... ProShUltVIXST UVXY ... 47.60 –1.10 ... SPDRS&PHlthCareEqp XHE .0 81.58 –0.33 .0032 VanEckJrGold GDXJ .4 41.30 –0.40 .1638 WisdTrYdEnhGlbAgg GLBY .0 26.61 +0.11 .03
iShMSCIPeru EPU 4.0 24.87 +0.33 .6657 MicroSectFANG+2X FNGO ... 59.00 –1.91 ... ProShUltraYen YCL ... 56.69 +0.54 ... SPDRS&PHlthCareSvs XHS 2.8 61.83 +0.45 .0327 VanEckLong/Flat LFEQ 1.6 26.42 –0.04 .4348 WisdTrYdUSAggBd AGGY 3.0 53.01 –0.17 .125
iShMSCIPhilippines EPHE 1.1 23.36 –0.37 .2371 MicroUSBigBkInv KNAB ... 49.73 –1.59 ... ProShUltDow30 UDOW 1.2 50.73 –0.53 .08 SPDRS&PInsurance KIE 2.5 25.17 +0.20 .1592 VanEckLowCarbon SMOG ... 67.52 +1.43 ... XtrkrsFTSEDevXus DEEF 4.7 22.85 +0.20 .0827
iShMSCIPoland EPOL 3.7 14.49 –0.16 .4887 MicroUSBigBk3X BNKD ... 23.80 –2.95 ... ProShUltMC400 UMDD 1.2 37.11 +2.12 .0625 SPDRS&PInternetETF XWEB .7 79.34 +0.61 .0219 VanEckMtgREIT MORT 15.8 11.08 +0.66 .368 XtrkrsHarvCSI300 ASHR 1.1 25.99 –0.83 .2899
iShMSCIRussia ERUS 10.4 30.21 –0.32 .6448 MicroUSBigBk3X BNKU ... 12.11 +0.73 ... ProShUltRus2000 URTY .5 23.40 +1.00 .1182 SPDRS&PKenCleanPwr CNRG 1.7 40.68 –0.47 .3091 VanEckNatRscs HAP 3.7 27.21 +0.05 1.00 XtrkrsHarvCSI500 ASHS .6 25.91 –1.22 .1573
iShMSCISaudiArabia KSA 2.6 25.27 +0.88 .301 MicroUSBigBk2X BNKZ ... 39.59 –3.60 ... ProShUltS&P500 UPRO .7 34.86 –0.32 .0566 SPDRS&PKenFinalFr ROKT .9 28.09 +0.50 .0526 VanEckOilRefin CRAK 2.1 19.86 +0.81 .4134 XtrkrsHiBetHYBd HYUP 7.9 41.59 –0.03 .2312
iShMSCISingapore EWS 6.3 17.96 +0.31 .6824 MicroUSBigBk2X BNKO ... 25.13 +2.07 ... ProShUltShtDow30 SDOW 2.1 34.24 –0.12 .0662 SPDRS&PKenFut FITE 1.3 32.94 +0.04 .3114 VanEckOilSvcs OIH 5.8 100.95 +4.37 5.81 XtrkIntlRealEst HAUZ 5.0 21.86 +0.32 .2465
iShMSCISouthAfrica EZA 6.8 30.41 –0.05 1.3147 MicrUSBigOil3InLv NRGD ... 36.52 –13.20 ... ProShShtMC400 SMDD 1.1 25.60 –3.12 .0079 SPDRS&PKenInt SIMS 1.7 25.42 +0.43 .0456 VanEckPfdSecsxFin PFXF 6.0 17.98 +0.05 .0692 XtrkrsJpnJPXNik400 JPN 2.8 24.76 –0.02 .3648
iShMSCISthKorea EWY ... 49.84 +0.02 ... MicrUSBigOil3Lev NRGU ... 3.45 +0.47 ... ProShShtRus2000 SRTY 1.7 19.08 –2.23 .0332 SPDRS&PKenNewEc KOMP 1.0 31.44 +0.29 .0646 VanEckRareEarth REMX 2.2 29.93 +0.24 .6441 XtrrsLowBetHYBd HYDW 4.8 47.48 –0.06 .1845
iShMSCISpain EWP 5.3 20.37 +0.50 .6781 MicrUSBigOil2InLv NRGZ ... 54.43 –12.26 ... ProShUltS&P500 SPXU 2.3 16.59 –0.14 .0416 SPDRS&PKenSmart HAIL 2.0 23.77 +0.37 .1507 VanEckRealAsset RAAX 3.2 19.25 –0.05 .6087 XtrkACWIxUSESGLd ACSG 3.9 22.88 –0.02 .4749
iShMSCISweden EWD 5.1 26.67 +0.36 .9489 MicrUSBigOil2Lev NRGO ... 13.07 +1.41 ... ProShUltShrt20YTr TTT 3.8 28.06 +1.25 .0867 SPDRS&PNAmNatlRscs NANR 2.5 27.67 +0.46 .2825 VanEckSteel SLX 4.2 22.99 +0.91 .9715 XtrkrsMSCIAllChina CN 4.6 31.07 –1.03 1.4423
iShMSCISwitz EWL 2.1 36.39 –0.55 .7499 MSCushMLPHI MLPY 21.0 2.65 +0.15 .1445 ProShUltShtAUD CROC ... 65.15 –1.18 ... SPDRS&POil&GasEq XES 4.5 27.17 +1.20 .2683 VanEckUnOil&Gas FRAK 3.3 59.91 +4.23 2.00 XtrkrsMSCIAWxUS HDAW 5.0 19.78 +0.27 .1291
iShMSCITaiwan EWT ... 36.01 +0.65 ... NationwideMaxDivUS MXDU 1.9 27.94 +0.16 .5206 ProShUSBscMtls SMN .5 25.01 –0.94 .0206 SPDRS&PRegionalBkg KRE 3.8 36.33 +1.96 .3371 VanEckUranium NLR 2.8 41.62 –1.05 1.1787 XtrkrsMSCIAWxUS DBAW 3.5 24.08 –0.23 .3967
iShMSCIThailand THD 3.4 63.08 –1.38 .0608 NationRiskBaseIntl RBIN 3.1 21.72 –0.23 .6829 ProShUltBloomCrd SCO ... 48.76 +3.66 ... SPDRS&PSft&Svs XSW .5 91.36 +1.03 .3234 VangdCnsmrDiscr VCR 1.3 169.61 +0.15 .366 XtrkMChinaAIncl ASHX .9 19.18 –0.62 .3737
iShMSCIUSAESGSelct SUSA 1.7 120.24 +0.35 .4672 NationRiskBasedUS RBUS 2.1 26.99 –0.39 .563 ProShUltShBlmGas KOLD ... 47.09 –0.99 ... SPDRS&PTechHardwr XTH .9 64.49 +0.68 .1229 VangdCnsmrStpls VDC 2.6 146.19 –2.31 .6177 XtrkESGLeaders EASG 3.6 21.85 +0.01 .3024
iShMSCIUSAEqWeight EUSA 2.1 51.38 +0.30 .3224 NationRiskMgd NUSI 7.6 25.84 –0.08 .1684 ProShUltShCmSvs YCOM 2.4 24.25 –1.07 .0537 SPDRS&PTelecom XTL 1.0 64.86 –0.82 .1505 VangdExtMkt VXF 1.5 101.21 +2.19 .166 XtrkrsMSCIHiDiv HDEF 5.1 18.94 +0.10 .1296
iShMSCIUK EWU 5.7 24.59 +0.11 .5988 NatixisShrtDur LSST 2.5 25.32 +0.02 .0445 ProShUSCnsmrGd SZK 1.3 11.20 +0.23 .0084 SPDRS&PTransport XTN 1.7 46.43 +1.18 .1765 VangdInfoTech VGT 1.3 235.05 +1.16 .8409 XtrkrsMSCIEAFE DBEF 3.7 27.72 –0.21 .3446
iShMSCIWorldETF URTH 2.5 84.13 +0.28 1.2137 NatixisSeeyondIntl MVIN 6.3 36.38 –0.36 1.5161 ProShUSCnsmrSvc SCC 2.1 12.96 +0.09 .0034 SPDRSSGAFxScRt FISR 3.5 31.57 ... .0476 VangdMatrls VAW 2.4 108.40 +2.44 .5386 XtrkrsMSCIEMESG EMSG 4.4 22.16 –0.18 .7681
iShMorningstarLC JKD 2.6 158.98 –0.57 .7728 NoShoreGlUran URNM ... 27.44 –0.34 ... ProShUltDow30 DXD 1.5 23.44 –0.01 .0384 SPDRGenderDivers SHE 2.2 65.07 +0.51 .316 VangdSC Grwth VBK .7 169.25 +2.24 .2471 XtrkrsMSCIEM DBEM 3.1 19.82 –0.21 .1808
iShMornLCGrowth JKE .5 208.27 –0.01 .2261 NuvESGHYCorpBd NUHY 6.1 22.55 –0.28 .1072 ProShUltShEuro EUO ... 28.03 –0.94 ... SPDR US LC Low Vol LGLV 2.3 95.98 +0.25 .4686 VangdSC Val VBR 2.7 96.47 +3.06 .3999 XtrkrsMSCIEurope DBEU 3.4 25.18 –0.12 .2428
iShMornLCValue JKF 3.6 93.15 –0.57 .8882 NuvESGUSAggBd NUBD 2.4 26.83 –0.07 .049 ProShUltChina50 FXP .9 61.36 +2.44 .0207 SPDR SSGA US XLSR 1.5 30.21 –0.23 .1249 VangdCommSvcs VOX 1.0 85.81 +1.68 .1857 XtrkrsMSCIEurozone DBEZ 3.7 26.01 +0.12 .1662
iShMorningstarMC JKG 1.7 166.49 +1.43 .681 NuvEnhYd1-5Y NUSA 2.7 25.17 –0.05 .0595 ProShrUltShFTSEEur EPV .7 33.52 –0.88 .0143 SPDR US SC LowVol SMLV 3.7 71.33 +3.79 .4538 VangdDivApp VIG 1.9 111.22 –1.10 .474 XtrkrsMSCIGermany DBGR 2.6 23.14 +0.45 .0096
iShMornMCGrowth JKH .3 247.20 +0.01 .1086 NuvEnhYdUSAgg NUAG 3.4 25.25 –0.37 .1192 ProShUltShFin SKF .9 15.84 –0.81 .0084 SPDRSolactCda ZCAN 3.2 49.65 +0.70 .6064 VangdEnergy VDE 5.9 47.52 +1.67 .672 XtrkrsMSCIJapan DBJP 3.0 36.25 –0.20 1.09
iShMorningstarSC JKJ 1.9 136.84 +4.26 .676 OShsFTSEEurQltyDiv OEUR 4.3 20.52 –0.11 .0632 ProShUltShGold GLL ... 39.43 +1.43 ... SPDRSolactGermany ZDEU 3.3 47.04 +1.13 ... VangdExDurTreas EDV 1.9 172.06 –3.85 .8378 XtrkMSCIKokusai KOKU ... 52.74 +1.62 ...
iShMornSCGrowth JKK .3 184.93 +0.08 .0594 OShRussSC Qu OUSM 2.7 22.75 +0.50 .0437 ProShrUSHlthCr RXD 1.7 14.75 +0.73 .0167 SPDRSolactHK ZHOK 3.2 54.29 –1.39 .7535 VangdAWxUSSC VSS 4.2 85.37 +1.13 2.15 XtrkUSAESGLdrs USSG 1.8 25.98 –0.01 .1103
iShMornSCValue JKL 3.8 94.44 +4.12 .9131 OShFTSEUSQual OUSA 2.8 31.40 –0.36 .0679 ProShrUSInd SIJ 1.1 12.12 –0.60 .038 SPDRSolactJpn ZJPN 2.7 67.07 –0.15 .7168 VangdFTSEDevMk VEA 3.7 34.89 +0.19 .1312 XtrkrsMuniInfra RVNU 2.7 26.83 –0.12 .0497
iShNatlMuniBd MUB 2.4 111.57 –0.27 .2203 OShGlbInternet OGIG ... 28.50 –0.33 ... ProShUltra7-10 PST 2.0 15.40 +0.07 .0175 SPDRSolactUK ZGBR 6.2 37.94 +0.24 1.2589 VangdFTSE EM VWO 4.0 34.96 –0.13 .0581 XtrkrsRussell1000 DEUS 2.3 28.84 +0.43 .1574
iShNewYorkMuniBd NYF 2.2 55.64 –0.05 .098 OpusSCValue OSCV 2.7 19.69 +0.18 .1269 ProShUltBrazil BZQ 1.0 31.01 –5.89 .0185 SPDRSSgAGlbAll GAL 3.5 34.39 +0.11 .1392 VangdFTSE Europe VGK 4.1 45.11 +0.37 .2458 XtrkRuss1000USQu QARP 2.4 25.57 –0.01 .1399
iShResRealEst REZ 3.8 56.50 +0.94 .503 OverlayCoreBd OVB 2.8 25.61 –0.09 .25 ProShrUS MSCI EAFE EFU .6 25.82 –0.23 .0083 SPDRSSgAIncmAllctn INKM 5.2 28.92 +0.33 .2379 VangdFTSE Pac VPL 3.3 57.21 –0.23 .0115 XtrkS&P500ESG SNPE 2.0 24.73 –0.06 .1494
iShRobotics&AI IRBO .8 24.76 +0.05 .1155 OverlayFgnEqu OVF 4.7 21.39 –0.17 .4999 ProShUltMSCIEM EEV .9 44.06 +0.27 .0261 SPDRSSgAMultiAsset RLY 4.6 19.85 +0.17 .0701 VangdFinls VFH 3.1 53.90 +1.22 .3691 XtrkrsShDurHYBd SHYL 6.6 43.30 –0.21 .2659
iShRussell1000Gwth IWF 1.0 168.25 –0.10 .4254 OverlayLCEq OVL 1.4 23.61 –0.09 .065 ProShrUS MSCI Jpn EWV .3 28.46 –0.04 .0421 SPDRSSgAUltraShrt ULST 2.5 39.61 +0.01 .0559 VangdFTSEAWxUS VEU 3.8 42.69 +0.05 .1177 XtrkrsUSDHYCorpBd HYLB 6.3 44.87 +0.12 .2019
M22 BARRON’S May 4, 2020

Complete FOREIGN EXCHANGE LIST: Page M34 Foreign Markets Key Cross Rates $1=€0.9107, ¥106.90, £0.8004

Europe GLOBAL STOCK MARKETS Asia


Paying Borrowers: Economies slumped, so Eu- In Local Currencies In U.S. Dollars1 Whose Virus? President Trump increased ef-
rope’s central bank is lending at negative rates. Week's Week's forts to blame China for Covid-19’s spread.
Index % Chg. 5/01 52-wk Range % Chg. 5/01 52-wk Range
S&P Europe BMI 2.27% The World 0.5 1543.1 1874.3– 1251.5 0.9 2004.8 2435.0– 1602.1 S&P Pan Asia BMI 2.03%
E.A.F.E.2 1.6 974.3 1219.1– 842.4 3.0 1635.8 2057.7– 1354.3
Finland 7.32 Australia –0.4 1035.1 1434.7– 910.3 0.7 596.1 872.8– 467.9 India 7.11
Austria 6.7 379.0 584.8– 273.9 8.6 788.3 1222.9– 560.7
Belgium 5.68 Belgium 6.3 806.4 1169.3– 644.9 8.2 1100.3 1602.7– 867.7 Indonesia 6.94
Canada 1.4 1850.7 2271.5– 1430.3 1.4 1421.5 1856.1– 1063.8
Norway 4.78 Denmark –0.5 9538.3 10485.5– 7757.5 1.3 10555.3 11367.5– 8380.3 Taiwan 6.09
Finland 5.9 633.2 766.4– 492.2 7.8 462.4 554.9– 353.7
Spain 4.65 France 4.1 1657.9 2210.8– 1356.1 6.0 1542.6 2055.9– 1241.8 Singapore 5.44
Germany 4.6 825.9 1048.0– 639.1 6.5 1700.9 2153.2– 1295.2
Italy 4.64 Greece 6.2 37.8 62.2– 29.7 8.1 15.4 25.8– 11.9 Philippines 3.94
Hong Kong 2.6 14534.7 18534.7– 12302.7 2.5 10411.0 13130.6– 8808.8
Germany 4.49 Ireland 5.1 202.1 251.4– 152.4 7.0 169.7 214.6– 125.9 Thailand 3.32
Italy 5.1 573.0 835.4– 490.8 7.0 203.6 291.1– 175.6
France 4.14 Japan 0.7 863.8 1053.1– 754.2 1.2 2913.7 3462.4– 2503.2 Hong Kong 2.91
Netherlands 1.8 1669.4 2022.8– 1339.8 3.5 3017.0 3616.3– 2386.2
Greece 4.10 New Zealand –0.4 176.6 194.0– 150.5 0.9 162.9 186.9– 129.5 South Korea 2.82
Norway 5.6 2570.3 3077.5– 2130.0 9.3 1780.2 2519.3– 1377.6
Sweden 3.60 Portugal3 3.7 88.6 113.1– 74.0 5.6 63.9 80.0– 51.9 Malaysia 2.56
Singapore 5.8 1407.1 1790.3– 1178.7 6.5 3059.1 4055.6– 2483.6
Netherlands 2.23 Spain 4.8 665.6 974.0– 589.8 6.7 308.2 442.2– 275.0 China 1.22
Sweden 3.9 12410.6 15073.5– 10157.6 6.8 6553.5 8070.5– 5094.4
U.K. 0.48 Switzerland –0.8 1295.1 1511.4– 1105.4 0.7 5796.6 6600.7– 4831.4 Japan 0.84
U.K. 0.2 1637.0 2211.0– 1428.2 1.8 855.6 1196.0– 683.9
-0.33 Denmark U.S.A. –0.2 2701.6 3236.7– 2128.1 –0.2 2701.6 3236.7– 2128.1 Australia 0.15
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-0.79 Switzerland New Zealand 0.11
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 05/01/20 % Chg. 05/01/20 % Chg. 12/31/19 12/31/19 12/31/19
Amsterdam AEX 512.92 +1.58 –91.66–15.16 Mexico City IPC 36470 +5.45 –7070.91–16.24 Americas 300.78 0.31 352.84 — 52.06 — 14.76
Brazil 806.26 6.72 166.03 10.56 321.59 — 155.56 — 48.37
Athens General 628.25 +3.60 –288.42–31.46 Milan FTSE All Share 19345 +4.60 –6283.19–24.52 Canada 446.51 1.44 403.14 1.50 512.59 — 109.45 — 21.35
Chile 283.95 7.66 148.84 10.72 197.06 — 48.22 — 24.47
Bangkok SET 1301.66 +3.41 –278.18–17.61 Moscow RTS 1125.03 +4.04 –423.89–27.37 Mexico 603.70 5.41 197.78 6.07 310.96 — 113.18 — 36.40
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

U.S. 28539.10 0.11 28539.10 0.11 33035.38 — 4496.28 — 13.61


Bombay Sensex 33717 +7.63 –7536.13–18.27 Oslo Composite 848.52 +4.93 –183.72–17.80 Latin America 170.42 9.15 304.77 — 134.35 — 44.08
Europe 321.67 4.13 408.14 — 86.47 — 21.19
Brussels Bel-20 3099.12 +5.31 –856.71–21.66 Paris CAC 4572.18 +4.07 –1405.88–23.52 Austria 221.86 7.59 202.72 9.54 299.44 — 96.72 — 32.30
Belgium 302.29 5.68 276.21 7.59 368.41 — 92.19 — 25.02
Santiago Selective 2795.71 +7.84 –540.15–16.19 Denmark 1846.56 — 0.33 1706.82 1.42 1769.38 — 62.56 — 3.54
Buenos Aires Merval 32742 +11.91 –8928.57–21.43
Finland 1250.67 7.32 1142.78 9.26 1329.35 — 186.57 — 14.03
Sao Paulo Bovespa 80505 +6.87 –35139–30.39 France 340.18 4.14 310.84 6.02 412.89 — 102.05 — 24.72
Copenhagen OMX 20 1167.16 +0.29 +31.38 +2.76
Germany 399.13 4.49 364.70 6.38 455.73 — 91.03 — 19.97
Seoul Composite 1947.56 +3.10 –250.11–11.38 Greece 14.61 4.10 14.61 5.99 23.73 — 9.13 — 38.45
Dublin ISEQ 5603.00 +5.82 –1580.41–22.00
Ireland 573.73 4.66 524.24 6.56 665.38 — 141.14 — 21.21
Shanghai Composite 2860.08 +1.84 –190.04 –6.23 Italy 175.36 4.64 160.23 6.54 217.35 — 57.11 — 26.28
EURO STOXX SXXE 322.19 +4.17 –81.75–20.24
Netherlands 588.52 2.23 537.75 4.09 624.39 — 86.63 — 13.88
Shenzhen B Share Idx 833.27 +0.38 –128.35–13.35 Norway 514.34 4.78 350.74 8.22 500.64 — 149.91 — 29.94
EURO STOXX 50 SXSE 2927.93 +4.23 –817.22–21.82
Portugal 56.65 3.73 56.66 5.62 68.24 — 11.58 — 16.97
Singapore FTSE STI 2624.23 +4.21 –598.60–18.57 Russia 1923.85 3.01 202.05 1.83 290.94 — 88.89 — 30.55
Frankfurt DAX 10861 +5.08 –2387.37–18.02 Spain 313.51 4.65 286.47 6.55 399.59 — 113.12 — 28.31
Stockholm OMXS 601.86 +3.69 –78.95–11.60 Sweden 1150.64 3.60 833.66 6.35 982.90 — 149.24 — 15.18
Helsinki OMHX 8655.73 +6.73 –1218.93–12.34 Switzerland 564.62 — 0.79 858.62 0.68 940.04 — 81.42 — 8.66
STOXX Europe 50 SXSP 2831.15 +1.06 –571.88–16.81 United Kingdom 230.66 0.48 191.60 2.15 267.99 — 76.39 — 28.51
Hong Kong Hang Seng 24643 +3.41 –3546.16–12.58 South Africa 764.47 1.42 198.14 2.04 316.49 — 118.35 — 37.40
STOXX Europe 600 SXXP 337.39 +2.37 –78.45–18.87 Pacific Region 202.30 2.66 238.86 — 36.56 — 15.31
Istanbul IMKB 101110 +2.38 –13314–11.64 Australia 373.95 0.15 350.09 1.27 485.26 — 135.18 — 27.86
Sydney S&P/ASX 200 5245.90 +0.06 –1438.17–21.52
China 458.38 1.22 553.50 1.13 590.76 — 37.26 — 6.31
Jakarta Composite 4716.40 +4.90 –1583.14–25.13 Hong Kong 421.29 2.91 421.28 2.89 477.15 — 55.87 — 11.71
Taipel Weighted 10992 +6.23 –1005.00 –8.38
India 933.07 7.11 488.14 9.04 624.41 — 136.27 — 21.82
Johannesburg All Share 50336 +1.63 –6747.38–11.82 Japan 111.86 0.84 130.64 1.34 155.29 — 24.64 — 15.87
Tel Aviv 125 Index 1407.20 +4.77 –209.50–12.96
Malaysia 211.36 2.56 128.66 4.08 156.90 — 28.24 — 18.00
Kuala Lumpur Composite 1407.78 +2.77 –180.98–11.39 New Zealand 349.67 0.11 413.61 1.40 494.63 — 81.03 — 16.38
Tokyo Nikkei-225 19619 +1.86 –4037.27–17.07
Philippines 288.37 3.94 228.25 4.75 313.51 — 85.26 — 27.20
LISBON PSI 2961.82 +3.61 –403.43–11.99 Singapore 152.76 5.44 177.19 6.10 224.34 — 47.15 — 21.02
Toronto S&P/TSX 14620 +1.39 –2443.09–14.32
South Korea 744.02 2.82 1035.07 4.25 1222.99 — 187.92 — 15.37
London FTSE - 100 5763.06 +0.19 –1779.38–23.59 Taiwan 108.57 6.09 119.22 7.20 129.43 — 10.21 — 7.89
Vienna ATX 2227.15 +6.35 –959.79–30.12
Thailand 289.76 3.32 430.71 3.62 567.16 — 136.45 — 24.06
Euro Zone 115.53 6.19 148.72 — 33.19 — 22.32
Madrid IBEX 35 6922.30 +4.66 –2626.90–27.51 Wellington S&P/NZX 50 10449 +0.28 –1042.89 –9.08
Europe Developed (ex U.K.) 423.49 4.77 520.07 — 96.57 — 18.57
Europe (Nordic) 866.38 5.53 1005.63 — 139.25 — 13.85
Manila Composite 5700.71 +4.31 –2114.55–27.06 Zurich Swiss 9629.40 +0.04 –987.54 –9.30
Pacific (ex. Japan) 273.65 3.50 321.74 — 48.09 — 14.95
World (ex US) 172.93 3.32 214.75 — 41.82 — 19.47
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 233.92 1.52 279.60 — 45.68 — 16.34
that of the week of publication. GLOBAL DOW 2606.91 1.91 3251.24 — 644.33 — 19.82
s2020 S&P Dow Jones Indices. All Rights Reserved.
May 4, 2020 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.
Sustain Equity 28.83 -0.04 -11.2 NS BlackRock Funds III: MktNeutA p 13.25 0.02 -1.4 9.2
A American Century I:
Cash Registers: Cash flows into equity funds eased, leaving the month’s weekly average
iShS&P500IdxK 335.65 -0.67 -11.8 25.8 MktNeutI 13.08 0.02 -1.3 10.0
CaHYMu 10.22 -0.05 -6.0 9.6 iShUSAggBdIdxK 10.82 -0.04 5.0 16.4 Calvert Investments:
AAM: DivBnd 11.33 -0.03 4.2 13.9 BlackRock Funds Inst: Bal A 33.18 NA NA NA
B&GIncGroClI 16.92 -0.21 -14.3 20.3 EmgMkt 9.90 0.12 -18.4 0.7
inflow at $4.3 billion. Taxable-bond fund receipts trimmed the weekly outflow to $18.8 bil- AdvLgCapCore 15.59 0.02 -11.3 21.7 Eq A p 52.72 0.38 -4.5 55.8
AB Funds:
AlBeGblBndFdClZ p 8.42 0.04 -0.1 9.3
EqInc 7.64 -0.10 -16.2 8.8 lion, while muni-bond fund gains cut the average outflow to $4 billion. Cash left money- BalCapFd 22.40 0.43 -4.6 21.7 Carillon Eagle:
Growth 35.05 -0.17 -3.5 48.9 BasicVal 16.28 0.17 -22.3 -2.4 MdCpGrA p 59.85 0.13 -9.2 33.6
AllMktRtrn1 6.71 0.00 -22.4 -13.5 IntTF 11.18 -0.07 -2.9 8.1 market funds to shrink their average gain to $88.7 billion. Meanwhile, the Investment Com- CAInsMun 11.85 -0.05 -7.0 5.2 Carillon Reams:
CapFdInc.LCapGow 61.86 -0.06 -1.8 55.4 MdCapVal 13.22 0.02 -22.5 -5.5 CapAppr 29.84 0.02 -1.7 54.2 CorePlBd I 34.91 0.02 8.1 20.3
DiscovValFd 13.59 0.35 -31.0 -21.6 OneChoice2025 13.38 0.01 -6.9 11.6 pany Institute confirmed that $46 billion in cash left the fund industry in March, compared EmgMkts 21.68 0.37 -16.4 14.1 UnconstrndBd I 12.15 0.03 1.4 9.4
IntDurInstl 15.53 -0.01 2.2 13.1 OneChoice2030 11.61 0.02 -7.7 11.9 EqtyDivd 17.30 0.59 -16.7 10.9 Carillon Scout:
IntlStraEquPtZ 10.05 0.07 -18.9 -4.9 OneChoice2035 14.35 0.02 -8.8 11.8
to February’s $16 billion outflow. So fund managers raised their cash holdings to 3%. FloRateIncPorIns 9.10 0.01 -7.9 2.2 Intl I 14.16 0.37 -24.5 -10.1
MuniIncmShares 10.83 -0.06 -9.5 8.1 SmCapVal 5.74 0.28 -28.6 -14.9 GlblAlloc 18.32 0.29 -5.2 10.8 MidCap I r 15.63 0.17 -17.8 4.4
MuniInflStr1 9.55 -0.01 -6.6 0.0 American Century Ins: Equity Funds Municipal Bond Funds GlobLg/ShrtCrIns 9.38 0.03 -5.5 1.6 CausewayInst :
AB Funds - A: CAIntTf 11.69 -0.06 -2.6 7.7 6400 3900 HlthScOp 66.54 -2.00 -2.2 45.8 CausewayInst 11.32 0.32 -27.5 -18.5
BalWlthStrA p 13.70 NA NA NA American Century Inv: HYMuni 8.82 -0.06 -11.0 5.4 Chartwell:
GlobalBondA p 8.42 0.04 -0.4 8.3 Balanced n 18.11 -0.08 -5.1 18.1 iShMSCIIntldx 11.11 0.11 -19.8 -4.5 Income n 11.86 0.03 NA NA
GrowthA p 76.19 0.44 -4.9 50.2 CaHYMu n 10.23 -0.05 -6.1 9.1 1600 -200 MdCpGrEq 28.79 0.36 -4.4 52.9 CIBC Atlas:
HighIncomeA p 6.78 0.07 -16.5 -8.0 CAIntTF n 11.68 -0.06 -2.7 6.9 MultiAstIncome 10.09 0.09 -6.7 7.2 DispEq Inst 20.45 -0.01 -10.0 33.6
LgCpGrA p 56.23 -0.05 -1.9 53.8 DivBnd n 11.33 -0.03 4.1 13.2 NatlMuni 10.61 -0.04 -4.0 7.4 ClearBridge:
MuCA A p 10.70 -0.01 -4.3 5.8 EmgMkt nr 9.66 0.11 -18.5 0.1
-3200 -4300 NYMUNIOPP 10.41 -0.07 -8.6 3.5 AggressGrowthA 152.25 -1.73 NA NA
MuNY A p 9.49 -0.07 -5.5 4.5 EqGro n 27.64 -0.14 -11.6 20.0 ScTechOppInst 37.60 -0.25 2.8 89.1 AggressGrowthI 173.47 -1.97 NA NA
NtlMuA p 9.94 -0.02 -4.3 6.3 EqInc n 7.63 -0.10 -16.1 8.2 -8000 -8400 StratIncOpptyIns 9.54 0.02 -3.4 6.7 AggressGrowthIS 175.77 -1.99 NA NA
RelatValA p 4.53 0.02 -19.5 6.9 GinnieMae n 10.81 0.05 3.4 11.0 StratMuniOppI 10.57 -0.08 -9.5 2.7 AllCapValueA 9.80 0.13 NA NA
SmCpGroA p 48.74 0.02 -8.7 45.5 GlGold nr 12.55 -0.23 13.5 55.6 TotRet 12.09 0.00 2.3 14.3 AppreciationA 22.88 -0.10 NA NA
SmMdCpGrA p 9.98 0.04 -6.0 37.1 GovtBd n 11.74 -0.01 6.4 14.8 -12800 -12500 BlackRock Funds R: AppreciationI 22.72 -0.10 NA NA
SustGlblThemGrA p 114.96 1.27 -6.4 28.4 Grwth n 34.32 -0.17 -3.6 48.0 Mar Apr Mar Apr Equity Div p 17.42 0.60 -16.8 9.1 AppreciationIS 22.80 -0.09 NA NA
AB Funds - ADV: Heritage n 18.61 0.13 -10.2 28.3 GlblAlloc 17.22 0.27 -5.4 8.7 DividendStrat1 n 21.40 -0.09 NA NA
ConGroAdv 39.33 0.64 -9.4 41.8 IncGro n 33.29 -0.08 -14.0 12.3 BMO Funds: DividendStratA 21.39 -0.09 NA NA
GlbBd 8.42 0.04 -0.2 9.1 Money Market Funds Taxable Bond Funds
InfAdjBd n 11.96 -0.10 3.0 9.9 CorePlBdI 12.06 -0.02 2.4 13.8 DividendStratI 22.03 -0.10 NA NA
HiIncmAdv 6.79 0.07 -16.4 -7.3 InfProBd n 10.14 0.00 -0.8 4.0 175000 17500 IntrTaxFree I 10.97 -0.04 -3.5 6.9 LargeCapGrowthA 45.80 -0.05 NA NA
IntlSmCapPtADV 8.64 0.21 -23.0 -12.5 Intl Gr n 11.02 0.16 -13.5 9.2 IntTxFY n 10.99 -0.03 -3.5 6.4 LargeCapGrowthI 51.25 -0.05 NA NA
IntlStraEquPtADV 10.04 0.07 -18.8 -4.9 IntTF n 11.18 -0.06 -2.8 7.5 UltrShtTxFrI 10.00 0.00 -0.3 3.6 LargeCapValueI 27.54 -0.26 NA NA
LgCpGrAdv 62.04 -0.06 -1.9 55.0 LgComVal n 8.86 -0.10 -19.3 1.7 114000 -8000 BNY Mellon Funds: MidCapA 26.98 -0.06 NA NA
NationalPtf 9.94 -0.02 -4.2 7.0 MdCapVal n 13.21 0.02 -22.5 -6.1 Aprec pn 30.27 0.02 -8.5 33.4 SmallCapGrowthA 29.62 0.27 NA NA
SelectUSLgShrt 12.17 -0.08 -7.2 17.0 OneChAgg n 13.99 0.05 -11.8 11.0 CA AMTMuBdZ nr 14.47 -0.06 -3.0 7.3 SmallCapGrowthI 32.23 0.29 NA NA
SmCapCorePortADV 8.71 0.15 -25.9 -15.5 OneChCon n 12.90 0.01 -5.9 10.4 Dr500In tn 44.28 -0.09 -12.0 23.9 SmallCapGrowthIS 32.72 0.30 NA NA
SmMdCpGr 10.87 0.05 -5.9 38.1 OneChMod n 14.15 0.04 -9.0 10.8 53000 -33500 Dreyf n 11.32 0.01 -8.1 29.4 Clipper:
SmMidCpValAdv 14.10 0.36 -31.0 -21.8 OneChoice2025 n 13.38 0.01 -7.0 11.0 DreyMid r Inv nr 25.20 0.64 -22.6 -5.2 ClipperFd n 99.99 0.63 -18.5 3.3
TxMgdWlthAppAdv 13.90 0.04 -16.1 8.1 OneChoice2030 n 11.61 0.02 -7.8 11.2 DynTotRetY 15.20 0.01 -8.0 2.8 Cohen & Steers:
WlthApprStr 14.37 0.05 -15.9 8.0 OneChoice2035 n 14.34 0.03 -8.8 11.2 -8000 -59000 FloRtIncY 10.32 -0.04 -9.2 -1.1 GlbRltyI 44.20 0.78 -22.7 0.3
AB Funds - C: OneChoice2045 n 14.72 0.04 -10.8 11.6 GblRealRtY 14.42 -0.04 NA NA InstlRlty 37.29 0.42 -19.9 7.4
HighIncomeC p 6.86 0.07 -16.7 -10.2 Mar Apr Mar Apr
OneChoiceRet n 12.09 0.00 -6.1 10.3 GblRESecY 7.02 0.13 -22.2 -2.0 IntlRltyI r 9.87 0.16 -21.4 7.6
LgCpGrC t 39.93 -0.04 -2.2 50.4 Select n 77.12 0.31 -3.8 45.0 GlbStkI 20.62 -0.09 -10.6 28.6 PrefSecIncmA 13.09 0.12 -6.6 9.8
AB Funds - I: SmCpVal n 5.67 0.28 -28.7 -15.4 The charts above show four-week moving averages of net cash flow in millions of dollars. Those below are for last month. GlFxIncI 22.07 0.12 0.6 10.3 PrefSecIncmC 13.01 0.12 -6.7 7.7
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

GlbBd 8.41 0.04 -0.3 9.0 Sustain Equity n 28.66 -0.05 -11.5 31.0 HYldI 5.49 0.00 -9.7 3.2 PrefSecIncnI 13.12 0.11 -6.5 10.8
LgCpGroI 61.67 -0.05 -1.8 55.0 Ultra n 51.07 0.15 -2.1 54.4 InstS&PStkIdx I 52.84 -0.10 -11.9 25.1 RltyIncA p 13.07 0.22 -20.7 4.3
Aberdeen Fds: Value n 6.43 0.04 -23.6 -5.6 Monthly Equity Cash Flow ($bils) Equity Portfolio Cash as % of Assets Interm n 13.32 -0.06 -2.5 7.7 RltyIncI 13.85 0.23 -20.7 5.1
EmMktEqty Inst 12.62 0.22 -21.3 -8.1 VeryCon tn 11.78 0.00 -3.1 9.8 -5 3.3 IntlStkI 19.22 0.11 -9.2 22.1 RltyShs n 52.69 0.56 -19.8 7.0
UltStMuniIncInst 10.03 NA NA NA American Century R5: IntlStkY 19.00 0.12 -9.1 22.2 Colorado BondShares:
USSmCapEq Inst 29.61 1.42 -14.1 4.5 InfProBd 10.22 0.00 -0.8 4.6 MunBd nr 11.41 -0.05 -3.6 7.9 ColoradoBdShs 8.85 0.04 -3.0 12.7
Acadian Emerging Markets: American Century R6: NewtonIntlEqY 17.49 0.39 -17.7 -4.9 Columbia Class A:
AcadnEm Inv n 16.39 0.31 -20.9 -10.5 EqInc 7.65 -0.10 -16.0 9.3 -25 3.0 NY Tax nr 14.44 -0.08 -2.9 7.0 AcornA t 10.20 -0.01 -12.9 19.0
AIG Funds: Growth 35.02 -0.16 -3.4 49.6 ResrchGrA 14.88 0.01 -2.0 41.3 AMTTEBd 3.88 -0.03 -5.2 8.8
FDivStII t 13.30 -0.07 NA NA MdCapVal 13.22 0.02 -22.4 -5.1 ResrchGrZ n 15.25 0.01 -1.9 42.2 BalancedA t 40.93 -0.10 -5.8 17.5
Akre Funds: OCP2025 10.19 0.01 -6.9 12.1 -45 2.7 SmCpStk r Inv nr 20.79 0.71 -27.2 -10.8 BldrAggrsv 11.02 0.06 -13.1 10.4
AkreFocusInst 44.11 0.16 -3.3 66.6 OCP2030 10.58 0.02 -7.7 12.2 SmMidCpGrI 24.86 0.07 -0.8 55.4 BldrMod p 10.33 0.06 -8.4 10.3
AkreFocusRtl 42.97 0.15 -3.4 65.3 OCP2035 10.19 0.02 -8.7 12.4 StratValA r 28.20 0.16 -25.1 -4.5 ContCoreA p 24.06 -0.13 -9.9 21.4
Alger Funds A: American Century Y: U.S.EqY 18.37 -0.04 -13.1 26.1 DisplCoreA p 10.51 0.01 -12.0 22.0
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

CapApr 26.62 -0.16 -1.2 48.9 IntTF 11.18 -0.06 -2.8 8.2 -65 2.4 WWGrA 49.48 0.14 -8.5 27.4 DivIncA t 20.90 -0.23 -13.9 19.4
SpectraN 21.78 -0.09 -2.9 45.5 American Funds Cl A: A M J J A S O N D J F M A M J J A S O N D J F M BNY Mellon Funds Tru: DivOpptyA 7.31 -0.04 -17.2 6.7
Alger Funds Inst: 2010TarRetA p 10.72 0.01 -4.3 11.9 BondFd 13.33 -0.04 3.6 14.8 EqValA 10.64 0.07 -19.5 3.5
CapApprI 34.05 -0.22 -1.3 48.7 2015TarRetA p 11.27 0.00 -5.0 12.4
BARRON'S • Lipper FMI; Investment Company Institute EmgMkts 9.10 0.14 -21.3 -3.8 FocEqA t 17.89 0.00 -3.7 41.2
Allianz Fds Admin: 2020TarRetA p 12.33 0.01 -4.9 14.1 IncomeStk 6.34 0.03 -28.2 -6.1 Gbl Stgic Eq A p 13.13 0.04 -14.3 13.6
RCMTechI 66.30 -1.22 1.4 69.8 2025TarRetA p 13.29 0.01 -5.5 16.0 IntlFd 10.68 0.14 -20.7 -7.0 GlobTech 39.43 -0.41 -11.6 41.1
Allianz Funds A: 2030TarRetA p 14.04 0.01 -7.4 16.8 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. IntmBdFd 12.85 -0.01 2.1 9.5 HiYldBd 2.67 0.02 -9.5 3.8
RCMGrowthA 50.48 0.20 -2.0 45.0 2035TarRetA p 14.26 0.02 -9.6 17.4 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. MCMultiStrM 15.42 0.18 -16.0 11.2 IncmBldr t 11.43 0.06 -6.3 8.7
RCMTech t 55.44 -1.03 1.3 68.1 2040TarRetA p 14.47 0.02 -10.7 17.1 WshA p 40.86 -0.10 -14.6 18.9 Asset n 79.77 0.96 -7.5 40.8 LDurBlk 9.46 0.04 -1.0 6.0 NtlIntmMuni 13.48 -0.07 -2.3 8.0 LgCpGrowA t 42.19 -0.22 -3.3 42.0
Ariel Investments:
AllianzGI: 2045TarRetA p 14.71 0.03 -10.9 17.4 AMG Managers Funds: EmergingMkts n 11.90 0.17 -19.2 -6.6 LowDurBdA 9.46 0.03 -1.2 5.0 NtlShTMuni 12.71 0.00 -0.9 3.4 LgCpIdx pn 45.28 -0.09 -12.0 24.1
ApprecInv pn 33.36 0.48 -25.2 -13.7
MidCpValA 23.81 -0.01 -22.5 -0.9 2050TarRetA p 14.43 0.02 -11.0 17.5 Brandywine I n 45.74 -0.59 -12.1 22.4 Growth n 70.39 1.66 -14.8 27.8 LowDurI Inst 9.47 0.04 -1.0 5.8 Boston Trust Walden: LgCpVl A 11.26 -0.02 -20.3 2.7
Ariel Inv pn 46.45 1.79 -28.6 -16.7
Amana Income: AmcpA p 30.73 0.02 -8.5 28.5 DblLineCore+Bd I 10.27 NA NA NA Partners n 62.90 0.31 -8.9 40.1 USGovBd A 11.13 0.00 5.7 13.8 BostonBalanced 48.97 -0.21 -11.2 21.2 LiGoBalA p 11.00 0.05 -10.5 11.1
AmanaIncm n 47.05 -0.48 -10.9 20.6 Artisan Funds:
AMutlA p 37.75 -0.29 -12.7 16.9 GWKMBd I 11.95 -0.06 NA NA SmallCap n 25.52 0.78 -13.1 22.6 BlackRock Funds A: Braddock Multi Strat: MdCpIndxA pn 12.37 0.32 -22.6 -5.1
AmanaGrowth n: GblOppInst 27.04 NA NA NA
BalA p 26.63 -0.06 -6.2 19.4 LoomisSaylesBd I 25.84 -0.07 NA NA Baron Instl Shares: AdvLCGrwA 15.85 0.00 -4.5 40.2 Income Fund 5.74 NA NA NA MidCapGthA t 21.04 -0.23 -10.5 28.1
AmanaGrowth n 41.82 -0.36 -6.3 47.3 GblOppInv n 26.62 NA NA NA
BondA p 13.77 0.00 6.0 16.1 LoomisSaylesBd N n 25.83 -0.07 NA NA AssetInst 83.24 1.01 -7.4 41.9 AdvLgCapCore p 14.96 0.02 -11.4 20.8 BrandesInstIE I : MinnTE 5.34 -0.01 -3.4 7.5
Amer Beacon Insti: Intl Inv n 27.93 NA NA NA
CapIBA p 54.92 -0.03 -12.4 3.7 TSIntlSC I 12.47 0.35 -23.3 -11.6 EmergingMktsInst 11.93 0.17 -19.1 -5.9 BalCapFd 22.29 0.42 -4.7 20.7 BrandesInstIE I 12.54 NA NA NA SelgComuInfoA 70.35 -0.64 -12.1 40.0
IntlInst 13.54 0.47 -26.7 -16.6 CapWA p 19.95 0.17 -1.0 8.8 IntlInst 28.09 NA NA NA Bridge Builder Trust: SmCpIdxA pn 17.05 0.57 -27.2 -10.7
TSSmCapGrFd Z 16.40 -0.14 -10.8 32.7 IntlVal Inst 29.01 NA NA NA GrowthInst 73.03 1.72 -14.8 28.8 BasicVal 16.01 0.16 -22.4 -3.3
LgCapinst 20.68 0.12 -24.5 -3.1 CapWGrA 44.36 0.24 -14.7 9.2 TSSmCpGrFd N n 15.76 -0.13 -10.9 31.9 PartnersInst 64.58 0.33 -8.8 41.2 CAInsMuni 11.84 -0.05 -7.1 4.4 CoreBond 10.73 0.00 4.0 16.6 StrAlloc 13.35 0.13 -7.5 10.3
LgCpVal Inst 20.33 0.33 -25.1 -8.1 EupacA p 46.26 0.68 -16.9 3.6 IntlVal Inv n 28.93 NA NA NA CorePlusBond 10.31 0.01 2.5 14.4 StratIncA 5.57 0.05 -7.1 4.4
YachtmanFocFd I 15.35 0.13 -15.6 14.6 MidCapInst 40.63 NA NA NA SmallCapInst 26.81 0.83 -13.0 23.6 CapAppr 27.08 0.01 -1.8 53.0
SmCpInst 16.41 0.79 -32.6 -24.8 FdInvA p 53.25 0.03 -13.8 17.2 YacktFocFd N n 15.39 0.13 -15.7 14.0 BBH Funds: EqtyDivd p 17.24 0.59 -16.7 10.1 Intl Eq 9.79 0.05 -18.3 -1.1 TaxEA 12.74 -0.10 -5.3 6.8
Amer Beacon Inv: GBalA p 31.00 0.23 -9.4 7.7 MidCapInv n 35.79 NA NA NA LargeCapGrowth 15.08 -0.01 -4.7 42.9 TotReBdA t 9.23 0.09 1.0 12.4
YacktmanFd I 17.14 0.16 -16.3 11.1 MidCapVal Inv n 13.98 NA NA NA BdMktN n 9.99 0.01 -1.7 5.9 GlblAlloc p 18.19 0.29 -5.3 9.8
LgCapInv 18.90 0.10 -24.6 -4.1 GovtA p 14.90 0.00 8.6 15.0 Angel Oak Funds Trst: Bernstein Fds: HlthScOp p 63.08 -1.90 -2.3 44.6 LargeCapValue 10.88 0.08 -20.1 5.3 USGvtMtg p 5.48 0.07 -0.9 8.6
American Century A: GwthA p 48.35 -0.14 -5.4 34.0 SmCpInv n 33.30 NA NA NA MunicipalBond 10.14 -0.03 -3.1 7.6 Columbia Class Adv:
AglOkMtiStFdClIn 9.89 NA NA NA Ca Mu n 13.97 -0.04 -2.8 4.5 LgCp Focus Gr 4.57 0.02 -0.9 51.8
EqIncA p 7.63 -0.10 -16.1 7.4 HI TrA p 8.84 0.04 -10.4 1.3 Ashmore Funds: S/MCapGrowth 12.64 0.15 -11.9 25.6 ContCore p 24.74 -0.14 -9.9 22.3
AQR Funds: DivrMuni n 14.08 -0.05 -2.7 4.9 MdCpGrA 24.82 0.31 -4.5 51.6
American Century C: HiInMuniA 15.04 -0.06 -7.5 8.1 LgCapDefStyle I 21.45 NA NA NA EmgMktTRInst 6.10 NA NA NA EmMkts n 22.57 0.28 -21.4 -11.7 MultiAstIncome 10.08 0.09 -6.8 6.4 S/MCapValue 9.11 0.25 -26.3 -11.5 DivIncom 21.29 -0.23 -13.9 20.3
EqIncC p 7.62 -0.10 -16.4 5.0 ICAA p 34.70 -0.12 -11.8 15.4 LgCapDefStyle R 21.43 NA NA NA Ave Maria Funds: IntlPort 13.85 0.16 -19.3 -8.8 NatlMuni p 10.62 -0.04 -4.1 6.6 Bridgeway Funds: Columbia Class C:
American Century G: IncoA p 20.21 0.01 -12.3 8.1 LgCapMomStyle I 19.97 NA NA NA Growth pn 33.72 0.71 -11.3 38.9 IntmDur n 13.62 0.00 NA NA NYMUNIOPP 10.41 -0.07 -8.6 2.8 BluChip n 12.98 0.00 -13.1 26.4 Balanced 40.81 -0.11 -6.0 14.9
GlBond 10.15 0.04 -0.5 NS IntBdA p 13.98 0.02 4.5 10.4 LgCpMultiStyle R 15.07 NA NA NA RisingDivd n 14.96 0.16 -19.6 9.7 NY Mun n 13.52 -0.09 -4.0 3.1 ScTechOppA 34.73 -0.23 2.7 87.8 Brown Advisory Funds: ContCore p 21.48 -0.12 -10.2 18.7
InfAdjBd 11.96 -0.10 3.1 NS IntlGrIncA p 27.94 0.34 -22.4 -3.8 LngShrtEq I 9.43 NA NA NA TxMgdIntl n 14.39 0.17 -19.4 -8.9 StratMuniOpp 10.57 -0.07 -9.5 2.0 GrowEqInv n 25.21 -0.03 -2.9 64.3 DivInc t 20.21 -0.22 -14.1 16.7
NT IntlGr 10.00 0.14
NT MdCapVal 10.10 0.01
-12.9
-22.1
14.7
-3.2
LtdTEBdA
N PerA p
15.69
42.08
-0.04
0.02
-0.7
-11.0
6.3
24.3
MgdFutStr R 8.58 NA NA NA BC BlackRock Funds: StrtIncOpptyInvA 9.54 0.02 -3.5 5.8 GrwthEquityInst 25.56
BrownSmCoInv n:
-0.03 -2.8 65.1 Columbia Class I:
Acorn I n 12.81 -0.02 -12.9 19.9
MgdFutStrI 8.56 NA NA NA CoreBd A 10.18 0.01 3.4 14.3 TotRet 12.10 0.00 2.2 13.1
NTDvBnd 11.35 -0.03 4.6 15.5 NEcoA p 41.67 -0.16 -8.9 30.1 MgdFutStrN 8.41 NA NA NA Baird Funds: CoreBd Inst 10.16 0.01 3.4 15.2 BlackRock Funds Blrk: BrownSmCoInv n 94.30 3.17 -4.8 41.3 AcornIntl I n 26.94 0.55 -21.3 -1.0
NTEqGrp 9.71 -0.05 -11.3 22.1 NwWrldA 59.12 0.87 -16.2 8.6 StylePremAlt I 7.05 NA NA NA AggBdInst 11.58 -0.02 4.1 16.5 CoreBd K 10.19 0.01 3.4 15.3 CapAppr 30.08 0.02 -1.7 54.8 Buffalo Funds: AltBeta I 6.97 0.04 -5.2 -23.7
NTGrwth 16.29 -0.08 -3.4 52.8 SmCpA p 50.89 0.70 -13.5 16.1 StylePremAlt R 7.07 NA NA NA CorBdInst 11.80 -0.02 3.0 16.0 CreStraInc Inst 9.58 0.05 -6.0 7.7 BlackRock Funds C: DiscFd n 21.97 -0.08 -9.3 26.6 Balanced I 40.84 -0.10 -5.7 18.4
NTHeritage 10.75 0.07 -10.0 31.4 STBFA p 10.12 0.01 2.3 6.6 Aquila Funds: IntBdInst 11.54 -0.01 3.2 12.4 HiYBlk 6.91 0.07 -9.5 6.0 EqtyDivd t 16.46 0.56 -16.9 7.7 Calamos Funds: ConSec I n 20.77 0.04 -5.9 27.9
NTHighInc 8.45 0.04 -11.3 NS STTxExBdA 10.16 -0.01 0.2 4.7 HI TF A 11.33 -0.02 -0.2 5.6 QualIntMunBdInst 11.72 -0.02 0.4 8.6 HiYInvA 6.90 0.07 -9.6 4.6 GlblAlloc t 16.17 0.25 -5.5 7.4 Gr&IncA p 31.15 -0.02 -9.2 20.5 ContCore I 24.27 -0.13 -9.8 22.3
NTIntlVal 7.27 0.06 -20.0 -14.2 TECAA p 17.45 -0.06 -2.6 9.5 ArbitrageI : ShtTBdInst 9.81 0.00 1.1 8.2 HiYldBd Inst 6.91 0.08 -9.4 5.8 HlthScOp 54.41 -1.65 -2.6 41.5 Gr&IncI 29.79 -0.02 -9.1 21.4 CorpIncm I 10.82 -0.02 1.6 17.4
NTLgVal 9.51 -0.10 -18.9 4.2 TxExA p 12.88 -0.05 -2.6 9.1 ArbitrageI 13.43 0.14 0.6 8.3 Baron Funds: InflProtBdInst 11.23 -0.02 4.3 12.5 MultiAstIncome 10.06 0.08 -7.1 4.0 GrowthA p 27.84 0.06 -10.6 24.8 DivIncom I 20.92 -0.23 -13.8 20.3

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 May 4, 2020

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.
DivOppty tn 7.35 -0.04 -17.1 7.5 IntlREst 3.49 0.08 -30.1 -12.8 EqIncA p 17.69 0.03 -19.5 -3.5 Fidelity Advisor C: Idx2025InsPre 15.34 0.04 -6.9 16.2 MegaCpStk n 12.76 0.01 -17.7 12.1 IntMuni Z 10.35 -0.03 -2.1 NS Beacn A 12.77 NA NA NA
GlbTechGw I 39.63 -0.27 -3.8 64.1 IntlSustCore1 8.82 0.14 -19.9 -4.3 FedMunULA pn 9.90 -0.01 -0.8 2.3 BalancC 20.56 0.05 -7.1 17.0 Idx2030InsPre 15.61 0.05 -8.7 16.8 MidCap n 28.04 0.60 -21.6 2.9 STCrFd 10.07 0.02 0.7 8.5 Shares A 20.47 NA NA NA
HYMuni I 9.67 -0.12 -9.1 5.6 IntlVal 12.50 0.24 -29.5 -21.2 KaufmannA p 5.87 -0.02 -1.8 55.4 GrOppC p 72.98 -0.68 -2.5 77.6 Idx2035InsPre 16.25 0.05 -11.7 15.5 MidCapEnIdx nr 12.40 0.13 -19.4 1.9 Fiera Capital: FrankTemp/Temp A:
IncOppty n 8.90 0.06 -10.6 3.0 IntlVectorEq 9.17 0.22 -25.0 -14.4 KaufmnLCA p 26.04 0.19 -6.4 42.8 NwInsghtC t 24.33 -0.03 -9.3 26.1 Idx2040InsPre 15.85 0.06 -13.2 14.1 MidCapStkK r 28.05 0.60 -21.6 3.2 EmgMkt Inst 39.35 0.39 -19.7 -8.9 DvMk A p 17.46 NA NA NA
IntmMunBd I 10.14 -0.05 -2.9 6.8 IntrLrgCpGroPor 11.71 0.04 -15.3 4.9 KaufmnSCA p 40.47 0.06 -6.7 62.3 StrInC t 11.48 0.06 -5.8 3.4 Idx2045InsPre 16.44 0.06 -13.2 14.1 MIMun n 12.24 -0.05 -1.0 10.8 First Eagle Funds: Frgn A p 5.54 0.12 -23.8 -21.1
LgCapGr 12.24 0.00 -5.8 39.5 IntSmCo 14.45 0.38 -23.5 -11.1 MunStkAdvA p 12.03 -0.04 -8.6 5.8 Fidelity Advisor Fun: Idx2050InsPre 16.47 0.07 -13.2 14.1 MNMun n 11.67 -0.03 -1.3 9.3 GlbA 50.33 0.12 -13.1 2.7 GlBond A p 10.09 0.06 -4.4 -4.3
LgCpGrow I n 44.34 -0.22 -3.2 43.1 IntSmVa 14.03 0.37 -27.5 -22.2 StrValDivA p p 4.47 -0.05 -20.5 -5.0 IntlGrwZ 13.92 0.06 -12.5 18.1 Idx2055InsPre 13.53 0.05 -13.2 14.1 MtgSec n 11.64 0.04 3.1 12.0 OverseasA 21.09 0.16 -11.9 -1.1 GlSmCo A p 7.32 0.24 -24.1 -10.3
LgCpIdx I n 45.59 -0.09 -11.9 25.1 IntTermMuni 10.38 -0.03 0.4 6.6 UltraShortA pn 9.01 0.01 -0.9 4.2 Fidelity Advisor I: Idx2055Investor 13.51 0.05 -13.2 13.9 MuniInc n 12.73 -0.06 -4.1 9.5 US Val A t 15.26 -0.06 -15.2 3.8 Growth A p 18.46 0.11 -18.2 -11.7
MdCpIdx I n 12.31 0.32 -22.5 -4.4 IntVaIII 10.66 0.20 -29.5 -20.8 Federated C: BalancI 21.16 0.06 -6.8 20.6 Income n 11.42 0.01 -2.2 11.2 NASDAQ nr 108.21 -0.36 -3.9 44.7 US Val I r 15.56 -0.05 -15.1 4.7 World A p 11.35 0.02 -16.8 -8.3
MidCapGth I 23.09 -0.25 -10.4 29.1 ITExQual 11.32 0.00 1.7 16.2 StraValDivC p 4.48 -0.05 -20.7 -7.2 BiotechI 29.44 -1.40 -0.7 30.5 Income K 11.40 0.01 -2.2 NS NewInsights Z 29.78 -0.04 -9.0 30.5 FMI Funds: FrankTemp/Temp Adv:
SelComunInfo tn 78.36 -0.71 -12.0 41.0 Japan 20.39 0.14 -17.9 -3.7 Federated Funds: ConsvIncmMuni I 9.96 -0.01 -0.5 3.6 Fidelity Invest: NewMill n 29.22 0.17 -22.3 3.3 IntlInvst n 24.25 0.10 -25.1 -15.0 Frng Adv 5.45 0.12 -23.8 -20.5
SelMdCpVal I p pn 8.28 0.05 -26.6 -8.5 LgCo 21.72 -0.04 -11.9 25.6 IntEq IS p 20.21 0.40 -19.5 1.6 DivIntl 21.34 0.20 -13.9 6.7 AdvSrsGroOpport 12.65 -0.10 -2.3 88.3 NewMkt nr 12.97 0.14 -12.6 -7.5 LgCapInvst n 16.16 0.05 -18.2 9.0 GlBondAdv p 10.05 0.06 -4.2 -3.6
SmCpIdx I n 17.18 0.57 -27.2 -10.0 LgCpIntl 18.76 0.18 -20.4 -5.0 KaufmnIS 6.01 -0.03 -1.8 57.4 EqGrI 13.37 0.01 -3.3 49.9 AggrInt n 20.03 0.07 -12.7 19.2 NJMun nr 11.63 -0.11 -4.4 10.5 FPA Funds: TGlTotRAdv 10.25 NA NA NA
StratInc I 5.48 0.06 -6.8 5.5 SclCrEqInst 10.04 0.20 -24.1 -12.2 KaufmnSCI 41.22 0.06 -6.6 64.6 FAInvGrdI 8.49 0.00 4.4 16.4 AilSectEq 8.65 0.01 -11.3 23.1 NYMun n 12.92 -0.10 -3.3 7.9 FPACres n 28.26 0.47 -16.5 -2.1 FrankTemp/Temp B&C:
TaxEZ n 12.74 -0.10 -5.3 7.4 SelHdgGlFxd 9.57 0.03 -0.1 7.7 Federated Instl: FF2030 12.98 0.06 -11.1 12.8 AMgr20% n 13.26 0.01 -2.2 10.7 OHMun n 12.01 -0.03 -2.2 9.3 NwInc n 9.87 0.00 -0.3 7.9 GlBond C p 10.12 0.06 -4.5 -5.5
TotReBd I 9.23 0.08 0.9 13.1 STExQual 10.80 0.01 0.2 6.9 BondIS 9.29 -0.01 -1.3 13.9 FF2040 13.00 0.08 -15.2 10.3 AMgr50% n 17.34 0.07 -6.7 12.7 OTC n 12.35 -0.07 -3.4 52.7 Franklin A1: Frost Family of Fund:
USGvtMtg tn 5.48 0.07 -0.8 9.6 STGov 10.57 0.00 0.4 4.0 GloFinI 28.98 0.54 -18.6 -6.9 FltRatel 8.40 -0.01 -10.0 0.1 AMgr70% n 20.42 0.09 -10.1 12.6 OTC K 12.56 -0.07 -3.5 53.2 AZ TF A1 p 10.61 NA NA NA FrTRInst 9.71 -0.07 -5.0 3.7
USTrsIdx I 12.29 -0.05 8.7 17.8 STMuniBd 10.19 0.00 0.5 3.4 GovUltra 9.91 NA NA NA GrOppI 94.45 -0.85 -2.1 83.2 AMgr85% n 17.61 0.08 -12.3 12.9 OverseasK r 44.04 0.63 -14.7 6.3 CA TF A1 p 7.39 -0.01 -2.4 10.7 FrTRIS pn 9.70 -0.08 -5.2 2.8
Columbia Class I2: TAUSCoreEq2 16.47 0.17 -17.9 8.8 InsHiYld r 8.90 0.05 -8.6 5.4 HiIncAdvI 9.16 0.09 -13.5 2.3 AstMgr30R n 10.92 0.01 -3.7 11.8 Ovrse n 44.13 0.63 -14.8 5.9 CAHY A1 p 10.49 -0.04 -5.4 9.0
ContCore I2
DivIncom
24.72
21.27
-0.14
-0.23
-9.8
-13.8
22.6
20.6
TAWldexUSCr 8.63
TM IntVa 10.72
0.17
0.17
-22.7
-29.0
-10.3
-20.4
KaufmnLCIS
KaufmnR r
26.90
5.88
0.21
-0.03
-6.3
-2.0
44.0
55.2
HthCarI r
IntlGr
59.75
13.89
-1.95
0.05
-1.8
-12.6
45.1
17.5
Balanc n
BalancedK
22.76
22.76
0.06
0.06
-7.0
-6.9
21.0
21.3
PAMun nr
PcBas nr
11.03
30.66
-0.04
-0.04
-2.3
-11.2
9.8
19.2
CAInt A1 p
CO TF A1 p
11.75
11.39
-0.03
NA
-1.9
NA
6.3
NA G
MidCapIndx 12.59 0.32 -22.6 -4.5 TM US Sm 32.20 1.15 -26.2 -14.2 MDTSmCIS 14.95 0.47 -25.5 -13.4 IntlSmCp 21.89 0.58 -22.6 -6.9 BluCh n 105.09 -0.29 -2.5 53.8 PuritanK 21.56 -0.09 -4.8 22.9 Fed TF A1 p 11.65 -0.04 -1.9 7.7 Gabelli Funds:
SmCapIndx 17.61 0.59 -27.2 -10.0 TM USTgtVal 23.94 1.06 -32.1 -23.5 ShIntDurMuInst 10.03 -0.01 -2.4 3.0 LmtdTrmBdFd 11.70 0.03 1.0 8.6 BluChpGr K6 14.70 -0.08 -2.3 NS Puritn n 21.58 -0.09 -4.8 22.6 FedInt A1 p 11.94 NA NA NA ABC pn 9.88 0.04 -3.2 2.9
Columbia Class I3: TMMktwdVa 24.61 0.34 -23.5 -2.0 StraValDivIS 4.50 -0.05 -20.4 -4.3 LmtTrmGov n 10.36 -0.01 3.8 8.8 BluChpGrK 105.36 -0.29 -2.4 54.2 RealE n 35.72 0.35 -20.5 -0.8 FedL T TF A1 10.46 NA NA NA Asset pn 45.02 0.54 -18.2 3.6
Balanced I3 41.27 -0.10 -5.7 18.7 TMMttVa2 22.78 0.31 -23.5 -1.6 TtlRtnBdI 11.25 0.00 2.7 14.4 MuniIncI r 10.35 -0.03 -2.1 8.2 CALmtTrmTFB n 10.60 -0.02 -0.8 5.1 RealEstInc nr 9.97 0.23 -20.2 -3.5 FL TF A1 p 10.32 NA NA NA SmCapG n 35.75 1.10 -23.9 -12.1
ContCore I3 p 24.74 -0.13 -9.8 22.8 TMUSEq 30.10 0.00 -12.9 22.3 UltraShortI 9.01 0.01 -0.8 5.9 MuniIncome 12.72 -0.06 -4.1 NS CAMun n 12.82 -0.06 -2.3 9.6 REInc n 8.99 0.20 -19.1 -2.0 HiInc A1 1.68 NA NA NA SmCpGrwI 36.81 1.14 -23.8 -11.4
DivIncom 21.30 -0.23 -13.8 20.8 US CoreEq1 21.48 0.16 -16.7 13.7 FedMuniUl A 9.90 -0.01 -0.8 3.5 NwInsghtI 29.74 -0.04 -9.1 30.0 Canad nr 42.09 0.83 -20.1 -1.9 SAIIntlMinVolInd 9.51 0.04 -14.6 5.7 HY TF A1 p 9.54 NA NA NA Util A p 7.34 -0.23 -15.6 2.3
SelLgCpGr t 13.20 0.00 -5.7 40.2 US CoreEq2 19.33 0.20 -18.0 8.5 Federated IS: REIncmInst 9.93 0.23 -20.2 -3.5 CapAp n 31.17 0.03 -7.9 29.1 SAILTTreBdIdx 13.63 -0.22 24.8 50.1 IncomeA1 p 1.98 -0.03 NA NA Util C t 4.50 -0.17 -15.8 0.0
STBond 9.59 0.05 -3.0 3.5 US Micro 15.39 0.59 -28.8 -16.8 ShtlncIS 8.52 0.01 NA NA SmCapGrwI 23.22 -0.24 -15.4 27.3 CapApprK 31.25 0.03 -7.9 29.4 SAISm-MidCap500I 10.18 0.23 -20.9 4.3 MIInsTF A1 p 11.52 NA NA NA GAMCO Funds:
Columbia Funds: US Small 25.76 0.93 -26.2 -14.8 Federated R6: StrInI 11.67 0.06 -5.5 6.5 CapDevO n 12.92 0.01 -19.4 8.1 SAIUSMinVolIndFd 13.60 -0.11 -10.6 28.1 MNInsTF A1 p 12.24 NA NA NA GwthAAA pn 65.04 0.16 -1.2 54.8
UltShortBd Inst3 8.97 0.01 -0.1 5.8 US SmCpVal 23.20 1.17 -32.4 -26.9 FedInstHYBondL 8.90 0.04 -8.7 5.3 Total Bd 11.04 0.01 2.3 13.8 ChinaReg n 37.65 -0.37 -4.8 34.9 SAIUSQtyIdx 13.61 0.06 -7.3 39.2 MO TF A1 p 11.50 NA NA NA Gartmore Funds:
Commerce Funds: US TgdVal 15.56 0.71 -32.5 -24.3 StrValL 4.50 -0.05 -20.5 -4.2 Fidelity Advisor M: CnvSc n 29.51 -0.39 -5.0 25.4 SmallCap nr 13.58 0.56 -25.1 -5.3 NC TF A1 p 11.39 NA NA NA NationwideInstSv 21.36 NA NA NA
Bond n 20.37 -0.02 1.2 12.7 USLCpGr 21.09 -0.13 -8.5 37.5 TtlRtnBdL 11.24 -0.01 2.7 14.4 Balanced p 20.98 0.05 -6.9 18.8 Contra n 13.13 -0.02 -3.6 42.4 SmCapDisc n 16.55 0.96 -28.5 -16.5 NJ TF A1 p 10.94 NA NA NA Gateway:
NatTFBd n 19.94 -0.06 0.0 10.3 USLgVa 28.74 0.31 -25.1 -5.4 Fidelity: EqGr p 11.66 0.01 -3.4 47.7 ContraK 13.15 -0.01 -3.6 42.8 SmlCapO n 10.91 0.13 -22.1 1.6 NY TF A1 p 10.79 -0.06 -2.5 6.6 GatewayA 32.26 0.02 -6.7 4.5
Community Capital Tr: USLgVaIII 19.37 0.21 -25.1 -5.0 500IdxInstPrem n 98.21 -0.19 -11.8 25.8 EqIn p 23.60 0.28 -21.1 -2.9 CorpBd n 12.22 0.00 1.6 18.3 SmlCpGrth nr 23.16 -0.24 -15.4 27.4 OHInsTF A1 p 12.73 NA NA NA GE Elfun/S&S:
CRAQualInvFd 10.85 0.00 2.9 9.6 USSmCpGr 14.89 0.57 -22.9 -5.8 Contrafund K6 13.88 -0.02 -4.1 NS GrOppM p 85.70 -0.77 -2.3 80.5 CpInc nr 8.84 0.10 -12.6 3.9 SmlCpGrth K6 12.60 -0.10 -14.9 NS OR TF A1 p 11.47 NA NA NA RSPIncm n 12.06 -0.01 2.8 13.9
Credit Suisse Common: USSoCoreEq2 14.23 0.19 -19.0 7.5 EmgMktIdxInstPre n 8.87 0.12 -19.2 -2.0 NwInsghtM p 27.72 -0.04 -9.2 28.1 DisEq n 37.62 0.08 -6.0 25.7 SmlCpVal nr 11.07 0.32 -27.7 -17.9 PA TF A1 p 9.69 NA NA NA RSPUSEq n 52.04 -0.12 -9.2 28.3
ComdtyRet r 3.56 NA NA NA USSustCoreI 21.29 0.19 -14.5 20.0 ExtMktIdxInstPre n 51.31 1.03 -19.6 3.9 StrInM p 11.50 0.06 -5.6 5.8 DivGrowK 23.63 0.60 -23.6 3.4 Srs1000ValIndRet 10.37 0.01 -20.9 1.3 US Gov A1 p 6.17 0.02 3.3 9.4 Tax Ex n 11.18 -0.05 -1.9 9.0
Cullen Funds: USVectorEq 14.51 0.37 -25.5 -9.3 FIDSerEmgMkt 7.53 0.10 -22.8 NS Fidelity Advisor Z: DivGth n 23.66 0.61 -23.6 3.0 SrsBlChGroRetail n 14.61 -0.06 -2.8 58.4 Utils A1 p 19.37 NA NA NA Trusts n 57.11 -0.16 -8.1 35.8
HiDivEqI r 13.25 -0.12 -22.1 -1.3 WexUSGov 10.57 0.09 3.2 17.9 FIDSerTresIndxFd 10.03 0.00 0.7 NS CorporateBond 12.21 -0.01 1.6 NS DivIntl n 34.90 0.33 -13.8 6.6 SrsCommStrt 3.58 0.02 -24.8 -24.6 Franklin Templeton: Glenmede Funds:
Dodge & Cox: FIDZroExtMktIx n 7.66 0.20 -24.2 NS FloatRateHighInc 8.40 -0.02 -10.0 NS DivIntl K6 10.01 0.09 -13.6 NS SrsEmrgMkt 16.55 0.14 -19.8 4.3 TgtGroA p 16.57 NA NA NA CorFxd n 11.79 -0.01 5.6 15.7
D Balanced n
GblStock n
84.90
9.50
0.54
0.21
-14.9
-25.3
4.7
-10.5
FIDZroLgCpIx n 9.96
Flex 500 Index 12.07
-0.03
-0.02
-11.4
-11.8
NS
25.9
GovtIncome
GrOpp
11.24
95.38
-0.02
-0.86
7.6 NS
-2.1 83.9
DivIntlK r
DivStkO n
34.83
24.60
0.33
-0.23
-13.8
-7.0
7.0
27.1
SrsGlobal
SrsGroCoRetail
10.58
18.08
0.10
-0.27
-19.7
1.9
-3.5
65.6
TgtModA p 14.14
FrankTemp/Frank Adv:
NA NA NA SmCpEqAdv n 18.57
GMO Trust Class III:
0.82 -28.0 -18.4

Income n 14.20 0.01 2.2 14.6 Freedom2060K 10.56 0.07 -15.0 NS IntCpAp 21.11 0.08 -12.6 19.4 Emerg Asia nr 43.17 -0.25 -5.0 30.8 SrsIntlGrw 15.37 0.08 -12.3 21.2 CA HY Adv t 10.51 -0.05 -5.5 9.3 EmgCntryDt r 23.57 NA NA NA
Davenport:
Intl Stk n 31.90 1.15 -26.8 -18.8 SrsIntlSmCp 14.57 0.30 -15.8 11.4 CA IntAdv 11.79 -0.02 -1.8 6.7
Davenport Core n 23.47 0.00 -12.9 20.7 GlexUSIdxInstPre n 10.76 0.11 -19.6 -3.5 InvestGradeBd 8.50 0.00 4.5 NS EmrgMktK r 30.06 -0.03 -14.0 17.7 IntlEq 17.76 0.17 -19.7 -8.5
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Stock n 147.95 1.00 -22.1 1.1 SrsIntlVal 7.41 0.14 -25.2 -17.1 CA TF Adv t 7.37 -0.02 -2.5 11.0
Val&Incm n 13.75 -0.03 -22.3 -0.5 GrowthCompanyK6 11.63 -0.19 1.1 NS NewMktsIncFdZ 12.97 0.14 -12.6 NS EmrgMktsDebt 8.17 0.09 -13.2 -4.7 Quality 22.48 -0.01 -9.3 38.2
SrsSmCapDiscRet 8.46 0.50 -27.3 -10.8 CvtScAdv 20.67 NA NA NA
Davis Funds A: Domini Funds: HighIncome C 7.90 0.03 -10.3 NS RE Income 9.93 0.23 -20.2 NS EmrMkt nr 30.06 -0.02 -14.0 17.3 GMO Trust Class IV:
STBF n 8.75 0.01 1.2 7.2 Dynat Adv 95.51 NA NA NA
NYVen A 23.68 0.13 -20.2 4.1 Intl Eq Instit 6.30 0.05 -21.3 -14.8 InflPrBdIndInsPr n 10.51 -0.07 4.4 13.3 StrgInc 11.67 0.06 -5.5 NS Eq Inc n 49.96 -0.18 -16.8 6.4 EmgCntrDt 23.54 NA NA NA
StkSelSmCp n 20.18 0.27 -20.9 2.4 Fed TF Adv 11.66 -0.04 -1.9 8.0
Davis Funds C & Y: US Equity Inv pn 22.23 -0.09 -7.2 20.5 IntlIdxInstPrem n 34.48 0.30 -19.7 -4.1 Fidelity Freedom: EqDivIncm n 20.36 0.22 -20.3 1.6 IntlEq 17.74 0.18 -19.6 -8.3
StkSlcACap n 42.39 0.18 -11.5 21.4 FedIntAdv 11.97 NA NA NA
NYVenY 24.36 0.13 -20.1 4.9 DoubleLine Funds: IntlIndex n 8.36 0.09 -19.8 NS FAFree2020I p 12.28 0.05 -8.2 12.5 EqIncK 49.92 -0.18 -16.8 6.7 Quality 22.52 -0.01 -9.3 38.3
StratDivInc n 13.60 -0.10 -11.3 11.4 FlRtDAAdv t 7.21 NA NA NA
Del Invest Instl: CoreFxdIncmI 10.82 -0.01 NA NA IntrTresBdIxPrem n 12.02 -0.02 9.2 NS FAFree2025I 12.25 0.05 -9.4 12.3 Europ nr 29.91 0.42 -17.5 -2.4 GMO Trust Class VI:
StrDivIncI 13.56 -0.10 -11.3 11.3 GrOpAdv p 43.31 NA NA NA
CorpBdI 6.10 -0.01 1.1 18.1 CorFxdIncN n 10.81 -0.01 NA NA LgCpGwId InstPre n 16.80 -0.02 -4.1 49.9 FAFree2035I 12.31 0.08 -13.8 11.7 Export n 16.18 0.49 -26.0 -1.0 EmgMkts r 28.12 NA NA NA
TaxFrB nr 11.33 -0.05 -4.0 9.7 Growth Adv t 103.84 -0.21 -7.6 36.4
USGrw 22.83 0.06 -2.3 39.2 EmgMktIncmI 9.16 0.00 -12.2 -1.6 LgCpVlIdxIstPrem n 10.44 0.00 -21.0 1.2 FAFree2045A 10.08 0.07 -15.2 9.5 Fidel n 48.45 -0.19 -4.5 38.5 TotalBond n 11.06 0.01 2.3 14.0 Quality 22.48 -0.01 -9.3 38.6
HY TF Adv 9.62 NA NA NA
Value 17.67 -0.12 -20.5 3.2 FlexibleIncomeI 8.57 0.03 -10.5 -1.0 LTTrsBdIdxInstPr n 17.36 -0.28 24.0 NS FF2005 n 12.03 0.02 -3.4 11.9 FltRateHi nr 8.40 -0.02 -10.1 0.2 TotalBond K6 10.36 0.01 2.1 NS Goldman Sachs A:
IncomeAdv 1.96 -0.03 NA NA
Delaware Invest A: GlobalBondN 10.29 0.09 -1.6 5.2 MidCpInxInstPrem n 19.07 0.15 -19.3 7.0 FF2010 n 14.83 0.04 -5.0 12.1 FocsdStk n 24.61 -0.18 -5.6 55.8 Trend n 105.22 -0.08 -1.7 49.3 CapGr 21.40 0.03 -11.4 30.8
RisDv Adv r 60.23 -0.20 -13.1 21.8
Diver Inc p 8.87 0.00 1.7 13.1 InfraIncomeI 9.97 0.05 NA NA NewMkt I 12.98 0.15 -12.6 NS FF2015 n 12.03 0.05 -6.6 12.2 FournOne n 42.89 0.16 -12.2 14.3 Utility n 23.53 -0.61 -14.3 15.0 HYMuni p 9.26 NA NA NA
StrInc Adv p 8.67 NA NA NA
GrEq A p 11.17 -0.08 -7.8 20.0 LowDurBdI 9.60 0.01 NA NA OTCK6Port 11.31 -0.07 -3.1 NS FF2020 n 14.90 0.07 -8.1 11.8 GNMA n 11.80 0.05 2.9 10.6 Value n 7.78 0.28 -29.7 -16.5 Muni 15.25 NA NA NA
TtlRtnAdv 9.65 NA NA NA
GroInA p 11.04 -0.09 -20.6 -0.4 LowDurBdN n 9.59 0.01 NA NA RealEstIdxInst n 12.57 0.30 -25.8 -9.4 FF2020A p 12.17 0.05 -8.3 11.5 GovtInc n 11.22 -0.02 7.6 16.4 ValueDisc n 24.14 0.16 -20.3 -2.4 Goldman Sachs Inst:
USGovAdv p 6.19 0.02 3.3 9.9
ShillerEnhCAPEI 12.82 0.16 -20.5 12.4 SAIUSLgCpIndxFd 15.23 -0.03 -11.9 25.7 FF2025 n 12.99 0.06 -9.3 11.7 GroCo n 21.57 -0.33 1.0 60.5 EmgMEq 19.64 NA NA NA
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

OppA p 20.21 0.36 -29.7 -14.5 ValueK 7.79 0.28 -29.7 -16.2 Utils Adv 19.53 NA NA NA
SmCpValA p 42.17 1.92 -30.9 -21.4 ShillerEnhCAPEN n 12.80 0.16 -20.6 11.4 SeriesOverseas 9.19 0.12 -14.7 NS FF2025A p 12.13 0.05 -9.5 11.5 GroInc n 34.27 0.00 -18.4 8.1 Wrldw n 25.76 0.02 -9.2 30.5 FrankTemp/Franklin A: Gr 31.53 0.02 -6.0 35.2
SMIDCapGrA p 24.77 -0.16 -0.2 68.8 TotRetBdI 10.54 0.01 0.3 10.2 SerLTTreBdIdx 10.64 -0.16 23.8 47.6 FF2030 n 15.86 0.08 -11.0 11.9 GrowCoK 21.61 -0.33 1.0 60.9 Fidelity SAI: AdjUS p 7.95 NA NA NA HYMuni 9.26 NA NA NA
TotRtA p 13.22 -0.03 -15.9 -2.3 TotRetBdN n 10.53 0.01 0.1 9.3 SmCpIdxInstPrem n 15.96 0.35 -24.1 -6.3 FF2035 n 13.03 0.08 -13.7 10.6 GrowIncK 34.23 -0.01 -18.4 8.4 FidSAIEmgMktIndx 11.57 0.15 -19.5 -2.2 BAL A t 11.47 NA NA NA Int 10.53 NA NA NA
TxExIncmA 8.98 -0.03 -3.2 4.6 Driehaus Funds: STBdIdx InstPrem n 10.33 0.01 3.2 NS FF2035A t 12.20 0.07 -13.9 10.8 GrStrt nr 45.99 0.00 -8.1 30.5 FidSAIIntlIndxFd 9.88 0.08 -19.8 -4.3 BalInv p 24.02 NA NA NA Muni 15.24 NA NA NA
TxUSA p 11.06 -0.04 -4.8 7.0 EmMktsGr n 33.16 0.02 -16.1 9.2 STTreIdx InstPre n 10.89 0.00 4.0 NS FF2040 n 8.99 0.05 -15.1 9.2 GwthDiscovery n 38.40 0.04 -3.4 48.9 IntlValIdx 6.83 0.09 -27.1 NS BioDis A p 150.48 NA NA NA ShDuTF 10.57 NA NA NA
Deutsche DWS: Dupree Mutual Fds: TMktIdxInstPrem n 78.49 0.11 -13.1 21.9 FF2040A p 12.90 0.08 -15.3 9.4 HighInc nr 7.90 0.03 -10.2 4.0 Muni Inc 10.16 -0.04 -4.2 NS CoreAll A p 17.84 NA NA NA SmCapVa 37.41 1.13 -31.6 -20.3
CapGrth p 81.91 0.36 -2.2 47.9 KYTF n 7.70 -0.05 -1.4 9.1 TotalMarketIndex n 9.84 0.01 -13.2 NS FF2045 n 10.22 0.06 -15.1 9.1 Indepndnc n 34.84 -0.08 -4.8 35.9 SAIEmgMktLoVolIx 8.44 0.17 -17.6 NS CvtSc A p 20.67 NA NA NA Gotham:
CapGrth n 82.92 0.36 -2.2 49.0 TtlIntIdxInstPr n 9.94 0.12 -20.0 -4.1 FF2050 n 10.29 0.06 -15.1 9.2 IntBd n 11.26 0.02 2.5 11.3 TotalBd 10.57 0.01 1.6 NS DynaTech A p 92.29 NA NA NA AbsRt Inst 13.36 0.07 -13.9 -1.8
CoreEq n
EqDivA
24.17
45.64
0.00
-0.20
-14.2
-23.0
20.2
7.8
E USBdIdxInstPrem n 12.45
Fidelity Adv Focus A:
-0.02 5.4 16.6 FrdmBlen2025 K6 9.58
Free2045L 10.15
0.04
0.06
-8.9
-15.2
NS
10.2
IntGov n
IntlCapiApp K6
11.16
11.38
0.00
0.03
5.5
-12.5
12.0
NS
TxFreeBd 10.12 -0.04 -4.7 NS EqIn A p 22.17 NA NA NA Guggenheim Funds Tru:
FloRaStraFdInst 22.45 0.03 -10.0 -1.4
U.S.TreBdIdx 10.93 -0.04 9.0 18.6 FlRtDA A p 7.21 NA NA NA
GblIncBldA 8.51 0.01 -11.8 6.9 Eaton Vance Class A: HthCarA r 54.65 -1.79 -1.8 43.9 Free2050I 10.15 0.07 -15.1 10.3 IntlDisc n 38.76 0.65 -14.6 4.8 USMomentumIdx 13.07 -0.11 -7.3 34.8 FoundFAlA p 11.94 NA NA NA MacOppFdClInstl 24.32 0.06 -4.5 1.2
GblGrwS n 32.42 0.54 -13.7 6.4 AtlCpSMID p 26.83 0.85 -20.0 18.6 TechA t 58.15 0.27 -1.3 65.8 Free2055 n 11.73 0.07 -15.1 9.1 IntlEnhIdx n 7.80 0.05 -19.6 -7.7 USValueIndex 8.10 0.13 -25.2 NS FSmCoSer r 16.30 NA NA NA TotRtnBdFdClInst 28.22 -0.04 4.9 15.1
GNMA S n 13.98 0.07 2.1 9.9 DivBldrA 13.51 0.01 -12.9 22.6 Fidelity Adv Focus C: Freedom2010 K 14.82 0.04 -4.9 NS IntlGrRet n 13.93 0.06 -12.6 17.5 Fidelity Selects: GoldPrM A p 19.11 NA NA NA TotRtnBondFdClA 28.20 -0.03 4.8 14.2
HiIncA 4.32 0.03 -8.5 5.8 FloatRt 8.21 NA NA NA HthCarC p 42.70 -1.41 -2.1 40.7 Freedom2015 K 12.01 0.04 -6.6 NS IntlScOpps nr 17.54 0.36 -14.9 12.3 Biotech nr 20.12 -0.97 -3.8 26.5 GrOp B p 39.59 NA NA NA GuideStone Funds:
HiYldTx n 11.09 -0.05 -8.2 3.3 FltgRtAdvg p 9.28 NA NA NA Fidelity Advisor: Freedom2015 K6 11.98 0.04 -6.6 NS IntlSmCap nr 21.75 0.58 -22.6 -6.9 Chem nr 9.83 0.19 -20.6 -21.2 Growth A p 103.57 -0.21 -7.7 35.4 AggrAllGS4 n 10.24 NA NA NA
IntTaxAMT n 11.53 -0.04 -1.8 7.2 Inc Bos 5.06 NA NA NA SrsAdvIntlCapApp 21.08 0.07 -12.6 18.8 Freedom2020 K 14.88 0.06 -8.1 NS IntMu n 10.33 -0.03 -2.1 8.4 Comp nr 69.34 -0.18 -12.5 29.9 LwDuToRt A 9.06 NA NA NA BalAllGS4 n 11.36 NA NA NA
MgdMuniA p 8.75 -0.04 -4.6 6.4 LgCpVal 16.65 0.06 -20.4 7.7 StragInc n 11.67 0.07 -5.5 NS Freedom2020K6 14.85 0.06 -8.0 NS InvGB n 8.49 0.01 4.4 16.7 ConStap nr 77.01 -0.54 -11.4 -0.4 RisDv A p 60.29 -0.21 -13.1 20.9 EqindxGS2 32.17 NA NA NA
MgdMuniS n 8.76 -0.04 -4.6 6.9 NatlMuniInc 9.79 -0.07 -2.3 10.4 TotBdFdClZ 11.04 0.01 2.3 14.3 Freedom2025 K 12.97 0.06 -9.3 NS InvGrBd 11.84 0.01 3.3 15.9 DfAero nr 12.61 0.24 -29.4 9.2 SmCpGr A p 18.85 NA NA NA EqIndxGS4 n 32.17 NA NA NA
S&P500S n 29.56 -0.06 -11.9 25.1 ShDurGovIncFd 8.14 NA NA NA Fidelity Advisor A: Freedom2025K6 12.95 0.06 -9.3 NS JpnSmCo nr 14.47 0.16 -16.0 7.0 Energy nr 20.50 0.76 -42.2 -47.7 SmCpVal A p 35.05 NA NA NA GrAllGS4 n 10.95 NA NA NA
TechA 24.16 0.02 -0.7 63.0 ShDurStratIncFd 6.74 NA NA NA AdvMdCpIIA p 14.99 0.23 -22.4 -8.3 Freedom2030 K 15.85 0.08 -11.0 NS LargeCap n 26.91 0.02 -19.8 7.5 Gold nr 28.01 -0.16 15.8 44.1 SmMCpGrA p 31.31 NA NA NA GrEqGS2 25.91 NA NA NA
Diamond Hill Funds: TMG1.0 n 1213.69 -2.35 -11.6 24.8 AdvStrDivInA p 13.51 -0.09 -11.3 10.5 Freedom2030K6 15.82 0.08 -11.0 NS LCapCrEIdx n 14.71 -0.07 -10.6 26.1 Health nr 27.49 -0.79 -0.9 49.1 StrInc A p 8.66 NA NA NA GrEqGS4 n 25.68 NA NA NA
CorpCrI 10.36 NA NA NA TMG1.1 54.52 -0.10 -11.7 23.6 BalancA t 20.71 0.05 -6.8 19.7 Freedom2035 K 13.01 0.08 -13.7 NS LCapGrEIdx n 20.79 -0.10 -3.3 42.2 HlthCareSrvPt r nr 98.66 -1.85 -5.1 42.0 TgtCon A p 13.43 NA NA NA IntEqGS2 11.02 NA NA NA
LgCapA p 23.14 NA NA NA TMG1.2 24.50 -0.05 -11.8 23.0 BioTech 27.56 -1.32 -0.8 29.5 Freedom2035K6 12.99 0.07 -13.7 NS LevCoSt n 25.51 0.65 -21.3 0.0 Ind n 26.42 0.56 -21.9 -3.8 TtlRtn A p 9.58 NA NA NA LowDurGS2 13.39 NA NA NA
LgCapI 23.31 NA NA NA WW Hlth Science p 12.02 -0.35 -2.9 34.2 DivIntlA 20.98 0.20 -13.9 5.9 Freedom2040 K 8.99 0.06 -15.0 NS LgCpVHIdx n 10.96 -0.02 -20.0 3.2 ITSvs n 69.39 1.65 -7.1 68.0 FrankTemp/Franklin C: MedDurGS2 15.46 NA NA NA
LgCapY 23.33 NA NA NA Eaton Vance Class C: EqGrA p/r t 11.96 0.01 -3.4 48.7 Freedom2040K6 8.97 0.06 -15.0 NS LmtTrmMuniIncm n 10.51 -0.02 -1.2 5.1 MdTchDevis n 56.73 -0.89 -3.4 54.5 Bal C t 11.35 NA NA NA ValEqGS2 15.40 NA NA NA
LongShortI 22.03 0.38 -18.3 -4.1 FltgRtAdvg p 9.27 NA NA NA EqInA 22.93 0.27 -21.1 -2.3 Freedom2045 K 10.21 0.06 -15.1 NS LowP nr 39.52 0.53 -21.0 1.0 Multimedia nr 59.07 1.39 -5.5 21.6 CA TF C t 7.37 -0.02 -2.6 8.8
SmMidCapI
Dimensional Fds:
15.99 0.43 -29.9 -17.8 Eaton Vance Class I:
AtlCpSMID 30.11 0.96 -19.9 19.5
FF2030A p
FltRateA r
12.90
8.42
0.07
-0.01
-11.2
-10.1
12.0
-0.7
Freedom2045K6 10.19
Freedom2050 K 10.28
0.07
0.06
-15.0
-15.0
NS
NS
LowPriStkK r
LowPriStkK6
39.49
9.61
0.53
0.13
-21.0
-20.4
1.2
NS
Pharm n
Retail nr
22.51
15.96
-0.60
0.05
-0.5
-5.2
41.8
43.0
DynaTech C p 73.83
Fed TF C t 11.64
NA
-0.04
NA
-2.1
NA
6.0
H
2TGlFxd 9.97 0.01 0.6 5.8 FloatRtHiInc 7.82 NA NA NA GrOppA 86.76 -0.79 -2.2 81.7 Freedom2050K6 10.27 0.06 -15.0 NS LtdTmBdFd n 11.69 0.02 0.9 8.6 Semiconductors r nr 10.17 -0.11 -12.9 57.4 Growth C t 93.79 -0.20 -7.9 32.4 Harbor Funds:
5GlbFxdInc 10.81 0.02 0.7 7.3 FltgRt 7.94 NA NA NA HiIncAdvA 9.78 0.09 -13.5 1.5 Freedom2055 K 11.72 0.07 -15.1 NS MagellanK 9.70 -0.02 -4.7 38.2 Softwr nr 19.29 0.22 0.3 71.3 HY TF C t 9.77 NA NA NA Bond 12.11 NA NA NA
CAIntrTrmMuniBd 10.63 -0.03 -0.5 5.3 GblMacAbR 8.36 0.00 -3.9 4.3 NwInsghtA p 28.97 -0.04 -9.1 29.0 Freedom2055K6 11.71 0.07 -15.0 NS Magin n 9.71 -0.03 -4.8 37.8 Tech nr 18.87 0.08 -1.3 64.7 Income C t 2.01 -0.03 NA NA CapApInst 74.61 -0.23 -1.5 54.6
CASTMuniBd 10.28 -0.01 0.1 3.0 IncBos 5.05 NA NA NA SmllCapA p 18.76 0.48 -21.0 -4.4 Freedom2060 n 10.57 0.07 -15.1 9.1 MAMun n 12.08 -0.03 -2.0 9.3 UtilGr nr 77.99 -2.75 -16.3 21.0 RisDv C t 59.14 -0.21 -13.4 18.2 CapApInv pn 70.98 -0.23 -1.6 52.9
Cont 20.49 0.72 -23.1 -10.2 LgCpVal 16.72 0.06 -20.3 8.5 StkSelMC p 27.07 0.96 -23.9 -0.4 FundK 48.44 -0.19 -4.4 38.9 Manager40 n 11.35 0.04 -5.0 12.5 Fidelity Series: StrInc C p 8.66 NA NA NA IntlInst r 31.53 0.46 -21.3 -13.5
DFARlEst 33.02 0.37 -18.9 4.9 NatlMuniInc 9.79 -0.06 -2.2 11.3 StrInA 11.51 0.06 -5.6 5.8 Idx2015InsPre 13.27 0.02 -4.2 16.3 Manager60 n 11.93 0.05 -8.3 12.8 Canada 8.83 0.20 -21.8 NS Utils C t 18.75 NA NA NA LgCpValue 14.44 0.14 -17.1 13.2
EmgMkt 22.96 0.47 -21.2 -6.6 ParEmMktsFdInst 10.80 0.29 -25.8 -17.8 TotalBdA p 11.06 0.01 2.2 12.9 Idx2020InsPre 14.06 0.03 -5.7 16.2 McpVl n 17.19 0.34 -25.7 -16.6 FASeriesEqGroFd 13.74 0.01 -3.0 53.4 FrankTemp/Franklin R: SmCpValInst 26.79 1.06 -23.3 -5.1
EmgMktSoCoEq 10.99 0.25 -22.4 -8.5 Eaton Vance Funds: FrkDynTchR6 96.55 NA NA NA Harding Loevner:
EmgMktVa 21.46 0.68 -25.2 -16.1 ParTxMgdEmgMktIn 36.58 0.96 -24.8 -16.6 FrkGrthR6 103.74 -0.21 -7.6 36.9 EmgMktsAdv n 46.34 NA NA NA
EmMktCorEq 16.90 0.37 -22.2 -9.8 Edgewood Growth Instituti: FrkIncR6 1.96 -0.03 NA NA IntlEq 20.27 NA NA NA
EmMktSmCp 15.98 0.42 -23.4 -15.6 EdgewoodGrInst 38.04 0.00 -1.2 55.2 NOTICE TO READERS: FrkRisDivR6 60.22 -0.20 -13.0 22.1 Hartford Funds A:
Fixd 10.30 -0.01 0.5 5.4 FrkSmCpGrR6 21.07 NA NA NA BalIncA 13.78 -0.09 -7.0 13.7
GblAll60 40Inst 16.87
GlAll25 75Inst 13.27
0.15
0.05
-10.6
-3.3
7.5
8.2
F Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters FrkTotRtnR6
MutShrR6
9.65
21.34
NA
NA
NA
NA
NA
NA
CapAppA p
Chks&Bal p
32.18
8.50
0.08
-0.01
-14.0
-9.3
17.9
16.2
GlEqInst 20.03 0.24 -19.1 3.3 Fairholme: TempGlbBndR6 10.05 0.06 -4.2 -3.2 DiscpEqA p 30.61 -0.18 -12.4 29.5
GlRESec 9.07 0.14 -23.1 -1.4 Fairholme n 16.99 0.34 -14.3 -16.8 Please visit the new Market Lab home page on barrons.com under Data. TmpGlbTotRtnR6 10.24 NA NA NA DivGth A p 22.01 -0.01 -16.6 13.4
InfProtSec 12.52 -0.08 4.2 13.0 FAM Value: TmpGrthR6 18.46 0.11 -18.1 -10.8 EqInc t 16.23 -0.17 -16.9 8.1
IntGvFxdInc 13.87 -0.02 9.0 18.7 FAMValue n 66.45 0.52 -17.8 13.3 www.barrons.com/market-data/market-lab TmpFrgnR6 5.44 0.12 -23.7 -20.2 FltRateA t 7.54 0.02 -10.0 -1.1
IntlCoreEq 10.64 0.18 -22.8 -10.1 Federated A: FrankTemp/Mutual A&B: GrOppty t 38.86 0.19 -1.3 46.9
May 4, 2020 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.
GrowAllA p 11.05 0.04 -14.1 7.5 MnStOpA p 17.32 -0.03 -11.3 15.4 DispVal I 15.92 0.00 -23.2 -2.6 JPMorgan Inst Class: MainStay Fds I: Morgan Stanley Inst: GlbSel nr 14.02 0.36 -24.5 -14.3 Optimum Funds Inst:
Hlthcare 36.39 -0.91 -3.4 32.2 MnStSmCpA p 20.90 0.05 -20.0 -0.5 DispValMdCpR6 16.96 0.22 -23.8 -5.7 ValAdv L 28.93 NA NA NA EpochGlb r 14.90 0.00 -20.6 -4.2 CapGrI 52.27 -0.65 12.8 75.3 Global n 20.83 0.71 -29.1 -14.2 Fixed Inc 9.92 0.00 3.0 13.6
MidCap A p 25.94 0.44 -15.1 19.5 ModeAlloc p 11.47 NA NA NA DispValR6 15.95 0.00 -23.2 -2.2 JPMorgan R Class: MAPI 34.88 0.38 -18.6 12.9 CapGrP p 49.12 -0.62 12.7 73.9 Oakmark n 62.25 1.41 -22.1 -0.4 Intl Eqty 10.65 0.22 -20.8 -6.3
Muti-AstIncGw 18.55 -0.05 -8.3 9.0 ModInvA 10.63 0.29 NA NA GblShrhYldI 9.13 -0.03 -20.7 -4.6 CoreBond 12.20 NA NA NA S&P500IdxA 39.42 -0.08 -11.9 24.0 CorPlusFxdIncI 11.42 0.02 0.3 14.9 OakmrkInt n 16.71 0.67 -33.0 -27.6 LgCpGrwth 18.75 0.01 -5.9 40.5
MunOpptA t 8.54 -0.04 -3.2 8.2 MunInA 12.66 -0.05 -5.6 6.6 IntlGrwI 26.09 -0.13 -13.3 14.8 CorePlusBd 8.56 NA NA NA TRBd 11.01 -0.02 2.4 13.6 GloFranI t 26.63 0.08 -6.7 33.7 Select n 32.60 0.89 -24.9 -19.8 LgCpVal 14.27 -0.01 -19.2 4.9
ShtDur 9.68 0.02 -1.8 5.7 RchHiYldMuniA 7.17 -0.03 -8.1 13.2 MdCpIdxI 16.57 0.42 -22.5 -5.0 HighYld r 6.36 NA NA NA Mairs&Power: IntlEqI 12.59 0.15 -14.6 -0.6 Oberweis Funds: SmCpGrwth 12.88 0.22 -10.1 24.9
TotRBdA p 10.80 0.00 2.5 14.9 RealEst p 16.17 0.20 -21.2 -0.2 Science&TechI 28.63 -0.13 -2.7 59.2 LimDurBd 9.98 NA NA NA MairsPwrBal n 89.16 0.18 -10.0 13.2 MorganStanleyPathway: IntlOppInst 8.83 -0.16 -15.2 -3.2 Osterweis Strat Income:
WorldBond 10.46 0.01 -0.3 8.9 RisingDivA 17.85 0.02 -13.6 15.2 TotalStkMktIdxI 20.92 0.02 -13.0 20.0 MtgBckd 11.42 NA NA NA MairsPwrGr n 112.36 1.20 -11.7 19.0 CoreFxIcm n 8.53 -0.02 3.2 15.3 Old Westbury Fds: OsterweisStrInc n 10.10 0.04 -6.0 1.8
Hartford Funds C: RochAMTFrMuni 7.32 -0.03 -2.5 16.4 VolBalSrs1 11.04 0.02 -11.0 8.0 ShtDurBnd 10.98 NA NA NA Manning & Napier Fds: EmgMkt n 12.12 0.22 -22.2 -7.1 AlCpCore n 16.74 0.13 -9.1 29.5
Bal IncC
Hartford Funds I:
13.56 -0.09 -7.3 11.1 RochCAMuni 8.57
RochLmtTrNYMuni p 2.95
-0.04
-0.01
-3.1
-2.6
13.2
9.1
VolGrw1 11.29
John Hancock Class 1:
0.03 -15.0 5.2 SmCpEqR5
SmCpVal
48.60
19.03
NA
NA
NA
NA
NA
NA
ProBConsS
Marsico Funds:
13.76 0.01 -1.4 13.6 LgCapEq n 17.36
Sm-MdCapEq nr 14.76
0.02
0.28
-13.6
-18.9
19.0
4.6
FixInc pn
LrgCpStr n
11.82
12.96
-0.01
0.06
4.6
-14.0
12.3
8.8
PQ
BalIncI 13.79 -0.08 -6.9 14.6 RochPAMuni 10.74 -0.03 -3.7 13.3 BlueChipGrw 42.31 0.03 -3.2 51.3 USEqR5 15.28 NA NA NA Focus pn 18.88 -0.01 0.1 53.1 Munder Funds: MuniBd pn 12.26 -0.03 0.3 7.2 PACE Funds Cl P:
CapAppI 32.35 0.07 -13.9 18.9 RoMu A p 15.74 -0.13 -5.0 15.4 CapAppr 15.53 -0.04 -1.0 54.9 USRechEnhEq 25.00 NA NA NA Mass Mutual: MndrIntlSmCpInv r 11.25 0.21 NA NA MutiAstOpp n 5.91 0.06 -21.8 -9.9 IntlEqty P 12.63 0.04 -19.1 -5.1
DivGthI 21.89 -0.01 -16.5 14.3 SenFltRtA 6.26 -0.02 -15.0 -11.9 LSAggr 12.07 0.07 -15.6 8.0 JPMorgan R5 Class: SelBluChipGroClI 22.72 -0.11 -3.4 50.7 Munder Funds Cl Y: OWstbryNYMuBndFdn 10.29 -0.04 -0.7 NS LgGrEqty P 21.85 0.06 -4.8 41.0
EmrgMktEqInv r 13.45 0.10 -18.9 1.6 ShortTerm p 8.39 0.02 -1.6 4.8 LSBalncd 12.67 0.06 -9.8 9.0 SR2020 R5 16.54 NA NA NA SelStratBdClI 10.69 0.03 -0.2 13.3 MndrSCVClY p 22.91 1.03 NA NA Sm&MdCapStrategi n 12.91 0.24 -17.1 -0.7 LgVEqty P 15.96 0.06 -26.9 -10.6
EqIncI 16.12 -0.17 -16.8 8.9 SP IncomeA 2.60 0.21 -41.2 -47.2 LSConserv 12.40 0.04 -3.6 8.6 SR2030 R5 17.32 NA NA NA MassMutual Premier: Mutual Series: Oppenheimer Y: StraFxd P 14.27 0.00 2.8 15.4
FltRateI 7.53 0.02 -9.9 -0.3 Tech p 50.34 NA NA NA LSGwth 12.48 0.07 -12.8 8.4 SR2040 R5 18.72 NA NA NA CoreBdI 10.95 0.00 -0.4 11.8 BeacnZ n 13.27 NA NA NA CoreBdY n 7.13 -0.01 3.8 16.2 StratInvP 10.41 0.01 -1.7 1.2
GrowOppI t 41.54 0.21 -1.2 48.1 Invesco Funds C: LSModer 12.25 0.05 -6.9 8.7 SRIncome R5 15.66 NA NA NA MassMutual Select: EuropZ n 15.27 NA NA NA
InterValue 10.43 0.25 -30.7 -22.8 BalancedRiskAllC 8.75 NA NA NA RetCho2020 11.10 0.02 -1.9 11.2 JPMorgan Select Cls: BlackRockGlAllCi 10.47 0.02 -7.0 9.1 GlbDiscA 22.49 NA NA NA
MidCap 26.96 0.46 -15.1 20.5 Eq IncC 8.54 0.02 -15.1 -2.7 RetCho2025 11.75 0.02 -3.8 13.3 SmCpGrL 18.61 NA NA NA BlChpGrR5 22.68 -0.12 -3.4 50.2 GlbDiscC t 22.40 NA NA NA
MunOpptI 8.55 -0.03 -3.1 9.1 EqWtdC 48.08 NA NA NA RetCho2030 12.11 0.01 -5.9 14.6 IdxEqI 16.14 -0.03 -11.8 25.5 GlbDiscz n 23.72 NA NA NA MUTUAL FUND INDICATORS
WorldBond
Hartford Funds Y:
10.54 0.01 -0.2 9.8 RchHiYldMunC 7.13
RoMu C p 15.69
-0.04
-0.13
-8.4
-5.3
10.9
12.8
RetCho2035
RetCho2040R4 11.98
12.03 0.01
0.01
-8.5
-9.9
14.1
13.8 L IndxEqR4 n
IndxEqR5
15.67
16.20
-0.03
-0.03
-11.9
-11.9
23.6
25.1
QuestA t
QuestZ n
11.19
11.50
NA
NA
NA
NA
NA
NA March 2020 Latest Preceding Year Ago
RetCho2045 12.01 0.02 -10.7 13.4 MCGrEqIII 20.45 0.11 -13.7 25.1 (Mil. $) Month Month Month
DiscpEq 31.05 -0.17 -12.3 30.8 SenFltRtC 6.27 -0.02 -15.2 -13.8 Laudus Funds: SharesZ n 21.35 NA NA NA
DivGthY 22.63 -0.02 -16.5 14.4 TEHYC 9.17 -0.06 -9.6 4.0 RetCho2050R4 10.66 0.01 -10.9 13.3 USLgCpGr nr 21.87 0.02 -1.6 55.5 MCpGrEqIIS 20.21 0.11 -13.7 24.7 Total Long-Term Sales 625,554 r350,597 338,766
IntOppY
MidCapY
14.07
32.16
0.10
0.55
-18.3
-15.0
-5.3
20.7
Invesco Funds Instl:
IntlGrow 27.18 0.48 -17.3 0.4
RetLiv2020
RetLiv2025
8.82
9.21
0.03
0.03
-7.4
-8.9
11.5
11.6
Lazard Instl:
EmgMktEq 13.53 0.41 -26.8 -19.5
PIMCITRetI 10.48
Matthews Asian Funds:
0.00 4.6 16.5
N Redemptions
Liquid Assets
918,656
751,397
r343,701
r749,325
311,327
784,320
Hartford HLS Fds IA: SmCpGr 36.66 0.83 -10.6 17.3 RetLiv2030 9.30 0.03 -10.2 11.8 GlbLstInfr 13.77 0.21 -11.5 10.5 AsiaDivInv nr 14.97 0.08 -14.0 -0.5 Nationwide Fds R6: Liquid Assets Ratio, % 5.2% r4.5% 4.8%
Balanced 27.77 0.04 -8.3 17.4 Invesco Funds P: RetLiv2035 9.47 0.03 -11.7 11.2 IntlEq 14.90 0.27 -19.9 -5.5 AsiaGroInv nr 25.30 -0.25 -10.0 19.1 BdIdxR6 11.72 NA NA NA Capital Appreciation 62,076 r38,732 38,000
CapApp 40.14 -0.02 -12.8 19.7 Summit P pn 20.94 0.02 -5.2 45.0 RetLiv2040 9.41 0.04 -13.0 10.9 IntStrtEq r 12.36 0.30 -19.6 2.0 Asian G&I Inv nr 13.51 0.06 -14.1 -1.4 IntIdxR6 6.59 NA NA NA Growth Funds 45,030 r28,196 26,553
DiscEqui 13.97 -0.08 -12.5 30.0 Invesco Funds Y: RetLiv2045 9.13 0.04 -13.7 10.1 USEQ Concen Inst 14.53 0.00 -13.7 14.2 ChinaInv n 18.29 -0.21 -4.3 35.4 MidCapIdxR6 12.53 NA NA NA Sector Funds 11,955 r7,222 8,231
Div&Grwth 18.34 -0.02 -16.9 14.3 BalancedRiskAllY n 9.46 NA NA NA John Hancock Funds A: Lazard Open: IndiaInv nr 17.42 0.87 -25.2 -24.0 Nationwide Fds Serv:
BalA 20.35 -0.07 -4.4 19.3 JapanInv nr 19.25 0.04 -10.5 10.5 Alternative Strategies 5,090 3,315 3,217
GrwthOpp 35.08 0.16 -1.0 49.4 DevMktY n 37.03 0.89 -18.8 4.8 EmgMktEqO n 13.92 0.42 -26.9 -20.1 IDAggr p 7.51 NA NA NA World Equity 105,044 r60,851 49,933
IntlOpp 13.50 0.10 -18.5 -5.2 DiscovY n 90.54 0.86 -4.5 45.7 BondA p 16.18 0.00 1.6 13.3 IntlStrEq n 12.46 0.30 -19.7 1.2 PacTigerInv nr 24.09 0.18 -16.2 -0.5 IDMod p 8.36 NA NA NA
DispVal 16.49 -0.01 -23.3 -3.3 Merger Fd pn: Emerging Markets 15,605 r9,835 8,585
MidCap 32.45 0.55 -15.0 20.8 EqWtdY n 50.98 NA NA NA Legg Mason A: IDModAggr p 7.95 NA NA NA Global-Equity 16,594 r9,250 9,781
SmallCo 17.37 0.06 -15.1 27.8 GlblOppY n 53.34 NA NA NA DispValMdCp 16.23 0.21 -23.9 -6.7 GrowFdClA 13.73 NA NA NA Merger Fd pn 17.14 0.13 -0.2 14.9 Natixis Funds:
FunLgCpCorA p 42.50 0.97 -14.5 11.2 Meridian Funds: Int'l-Equity 71,412 40,893 30,391
SmCpGrwth 24.51 0.18 -17.5 9.9 GloblY n 82.29 1.31 -14.4 15.3 Legg Mason I: InvGradeBdA p 11.26 0.00 1.0 13.1
InvGrBdA 10.94 -0.01 3.2 14.0 Growth 31.04 0.87 -20.0 9.2 Regional-Equity 833 r704 835
Stock 81.07 -0.51 -12.4 29.3 IntGrowY n 37.92 0.33 -14.3 0.4 IntlGrTrI 47.79 0.65 NA NA InvGradeBdY 11.27 0.00 1.1 14.0
TotRetBd 11.67 0.02 2.0 15.2 IntlBdY n 4.78 0.15 -13.0 -4.7 IntlGrw 26.02 -0.14 -13.4 13.8 OpporTrI 22.55 0.90 -28.4 1.4 Metropolitan West: LSGrowthY 17.61 -0.22 -4.0 46.3 Alternate Strategies 600 169 341
Hennessy Funds: IntlSmCoY n 41.32 0.71 -13.5 17.4 LifeAggr 12.13 0.07 -15.7 6.8 Longleaf Partners: IntmBdI 10.81 0.01 3.0 11.9 USEqOppsA 31.15 -0.03 -12.3 25.2 Total Return 186,831 r90,118 87,716
FocInv 61.52 1.67 -22.6 6.6 LmtTermBd n 4.49 0.01 -1.0 7.5 LifeBal 12.77 0.06 -9.9 7.9 Intl n 12.96 0.35 -26.7 -10.8 LowDurBd n 8.75 0.02 0.5 6.7 Neuberger Berman Fds: Value 52,609 r20,090 20,740
GasUtilIndInv 23.64 -0.72 -16.7 -1.3 RocMuniY n 15.74 -0.13 -5.0 16.2 LifeConsv 12.42 0.04 -3.8 7.4 Partners n 15.79 -0.07 -22.2 -20.1 LowDurBdI 8.75 0.01 0.6 7.2 EmgMktInst 16.61 0.20 -19.2 -3.1 Blend 134,221 r70,028 66,976
JapanInst 34.86 0.16 -11.7 20.8 Sel40Y n 3.84 0.24 -42.5 -47.4 LifeGrw 12.54 0.06 -12.9 7.3 Sm-Cap n 16.73 0.20 -31.1 -20.2 TotRetBd n 11.35 -0.01 4.4 15.7 EqIncInst 10.81 -0.08 -17.7 3.8 Total Sales Equity Funds 353,951 r189,701 175,649
Homestead Funds: IVA Funds: LifeMod 12.33 0.06 -6.9 7.6 Loomis Sayles Fds: TotRetBdI 11.34 -0.02 4.5 16.5 GenesInst 50.63 1.51 -13.4 16.0 Hybrid Funds 38,690 r20,514 24,602
ShtTmBd n 5.34 0.00 2.5 9.1 Intl I r 12.93 0.28 -18.6 -11.5 RgBkA 17.34 0.93 -37.7 -28.0 HiInc 5.31 0.03 -14.9 -6.1 TRBdPlan 10.67 -0.01 4.5 16.8 HiIncBdClR6 7.67 0.05 -9.9 2.7 Asset Allocation Funds 2,607 1,255 1,254
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Value n 42.59 0.19 -17.3 15.0 WorldwideA t 14.18 0.29 -14.9 -4.9 StrIncA p 6.28 0.03 -2.5 6.4 LSBondI 12.26 -0.04 -10.4 0.3 UnconstrBdI 11.37 0.05 -3.5 6.2 HiIncBdInst 7.67 0.05 -9.8 2.5 Balanced Funds 11,241 7,885 9,410
Hotchkis and Wiley: WorldwideI r 14.24 0.30 -14.8 -4.1 TFBdA 9.36 -0.03 -4.7 6.6 LSBondR pn 12.20 -0.03 -10.5 -0.4 MFS Funds Class A: IntrinsicValInst 11.95 0.37 -23.4 -4.6 Flexible Portfolio 12,568 r3,337 4,202
HiYldI 9.67 0.02 -14.5 -6.2 Ivy Funds: USGlobLdrs 50.48 -0.31 -2.4 47.6 LSCorBndA p 13.61 -0.03 3.8 14.9 AgGrAlA p 21.52 0.17 NA NA LgShInst 14.50 0.01 NA NA Income Mixed 7,319 4,477 6,202
ValOppI 20.60 0.43 -28.9 -12.3 AssetStrA p 18.76 0.15 -13.5 10.5 John Hancock Instl: LSFixIncl 11.90 -0.02 -10.7 2.6 BondA p 14.84 -0.02 1.8 17.0 MultCpOptyInst 13.85 -0.03 -18.1 14.1 Alternative Strategies 4,955 r3,561 3,534
AssetStr I r 19.06 0.16 -13.4 11.5 BalancedI 20.33 -0.06 -4.3 20.4 LSStrIncA p 12.74 -0.03 -11.1 -1.5 CoEqyA 31.10 0.06 -11.1 29.9 StrIncInst 10.25 0.01 -6.3 4.8 Total Taxable Bond Funds 204,676 r117,924 118,356
I BalancedA p
CoreEqA t
21.90
12.88
0.04
-0.08
-10.3
-9.7
12.1
29.1
DispValMCI
FunLgCpCorI 44.64
16.97 0.22
1.02
-23.8
-14.5
-6.0
12.0
LSStrIncC t
SmCpGI
12.86
22.37
-0.03
0.33
-11.4
-15.7
-3.7
21.3
ConAllA p
Growth A p
15.32
116.16
0.06
0.09
NA
-2.6
NA
57.4
SustainableEqIns 32.23
Neuberger Berman Inv:
0.01 -14.3 13.4 Investment Grade Bond
Multi-Term
130,461
73,771
r62,974
r22,813
61,757
21,353
IncomeI 6.26 0.03 -2.6 7.2 GlEqA 39.87 0.49 -16.0 10.1
ICM Small Company: EmgMktEqFdI 17.19 -0.13 -18.9 -2.5 Lord Abbett A: Focus n 22.46 0.28 -11.0 12.6 Long-Term 3,656 1,922 2,034
StratIncmOppI 10.20 0.07 -4.1 4.3 GlTotA p 16.61 0.10 -9.9 7.8
ICMSmCo 20.38 0.85 -29.7 -15.2 HiIncA p 5.98 0.09 -14.3 -3.6 Affiltd p 12.16 -0.03 -22.4 -0.2 Genes n 50.72 1.51 -13.5 15.4 Intermediate-Term 29,249 r16,641 19,720
USGlbLdrsGrwI 55.16 -0.35 -2.3 48.7 GrAllA p 19.20 0.14 NA NA
IFP US Equity Fund: HiIncC t 5.98 0.09 -14.5 -5.7 BdDeb p 7.32 0.01 -8.7 4.8 Guard n 17.88 0.10 -5.2 37.7 Short-Term 12,126 10,449 8,235
JPMorgan A Class: GvScA p 10.46 0.00 5.9 13.8
IFP US EquityFd 17.26 NA NA NA HiIncI r 5.98 0.09 -14.2 -2.9 CalibrDivGr 13.90 -0.10 -12.9 18.8 IntlEqInst r 11.37 0.19 -17.2 0.7 Ultrashort-Term 9,100 r9,218 6,974
CoreBond 12.20 NA NA NA HiInA p 3.14 0.01 -7.8 4.7
INVESCO A Shares: IntlCorEqI r 14.18 0.19 -19.9 -10.8 CoreFxdInc p 11.35 -0.02 3.4 13.0 LCVal n 26.06 0.19 -19.3 10.1 Inflation Protected 2,559 1,931 3,441
CorePlusBd p 8.56 NA NA NA IntGrA t 32.00 0.40 -13.5 16.9
AmValA 25.02 0.25 -27.6 -15.3 LgCpGwthA p 22.61 -0.14 -4.4 53.5 DevGt p 18.43 -0.14 -6.1 53.8 MdCpGrInv n 14.34 -0.07 -8.7 31.7
EmMktEq t 26.84 NA NA NA IntlDvFdA t 17.70 0.18 NA NA High-Yield Bond 13,915 r10,280 11,419
Invesco Fds Investor: LgCpGwthl r 24.14 -0.14 -4.2 54.9 FloatRt p 7.51 -0.02 -13.5 -5.1 Neuberger Berman Tr:
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

EqInc p 15.84 NA NA NA IntlIntVA t 41.47 -0.01 -8.7 19.1 World Bond Funds 17,776 r14,384 16,242
DivrsDiv n 16.54 0.04 -19.7 -1.9 LtdTrmI r 10.98 0.02 1.7 8.0 EqIndx p 44.32 NA NA NA FundlEq p 9.44 0.04 -21.1 -1.8 IntNwDA p 28.23 0.59 -18.8 3.2 Genes n 50.71 1.51 -13.5 15.1
GlHltCr pn 39.01 NA NA NA MidCapI 28.01 -0.02 -6.3 51.4 HiYldA t 6.35 0.00 -13.6 -1.8 GenesisFdR6 50.59 1.52 -13.4 16.3 Global Bond-Multi-Term 9,639 8,349 7,268
GroInc p 44.14 NA NA NA LtdMA p 5.94 0.01 -0.4 6.3 Global Bond-Short-Term 2,153 r2,260 2,460
Tech n 50.12 NA NA NA MdCpGwthA p 25.56 -0.02 -6.4 49.7 GwthAdv p 22.22 NA NA NA HYMuniBd p 11.14 -0.07 -10.6 7.4 MCapA 19.46 0.18 -7.4 47.1 Nicholas Group:
Invesco Funds A: MuniBdA t 11.52 -0.04 -1.6 6.8 IncomeA p 2.75 0.00 -4.3 9.2 Nch II I 24.06 0.25 -15.0 24.9 International Bond 5,985 r3,775 6,514
Inv Bal p 14.03 NA NA NA MCpValA p 18.67 0.28 -24.6 -4.8 Gov't Bond Funds 22,427 r9,271 11,066
500InxA p 30.25 NA NA NA MuniHighIncA t 4.76 -0.02 -4.6 5.1 InvCon p 12.14 NA NA NA IntrTxFr 10.58 -0.06 -4.4 6.6 MIGA p 29.70 0.09 -9.9 46.2 Nich n 62.36 0.29 -10.3 28.2
ActiveAllA 12.66 0.41 NA NA ScTechA p 65.66 0.07 -8.3 51.7 MidCapStk 21.63 0.15 -24.3 -17.9 Northern Funds: Gov't Bond-Multi-Term 4,009 1,743 3,412
InvG&I p 15.58 NA NA NA MITA p 28.65 0.10 -12.6 23.7 Gov't Bond-Long-Term 1,769 r845 646
AMTFrNY p 11.14 -0.06 -5.8 8.0 ScTechC t 53.20 0.05 -8.5 48.4 InvGrwt p 18.07 NA NA NA MultiAstBalOppty 10.19 0.01 -12.1 2.4 ModAllA p 17.04 NA NA NA ActMIntlEq nr 8.79 NA NA NA
BalancedRiskAllA 9.28 NA NA NA ScTechI r 74.23 0.08 -8.2 52.7 MultiAstInc 13.60 0.01 -10.2 2.4 BdIdx n 11.21 -0.01 5.0 16.2 Gov't Bond-Intermediate 3,498 r1,040 825
LgCpGwth p 41.61 NA NA NA MuHiA 7.72 -0.05 -8.3 7.2
CapApprA p 52.32 -0.10 -5.9 34.1 SmCapGrA t 14.90 0.31 -11.9 18.8 MdCpGrw p 31.95 NA NA NA ShDurTxFr 15.39 -0.04 -2.0 3.3 MuInA p 8.49 -0.04 -4.8 7.8 CAIntTxEx n 10.64 -0.05 -1.3 8.4 Gov't Bond-Short-Term 6,397 r1,644 1,912
Chart 13.94 -0.07 -12.5 9.7 SmCapGrI r 20.79 0.43 -11.8 20.1 MdCpVal p 29.92 NA NA NA ShtDurIncmA p 4.04 0.01 -3.0 4.8 MuLtA 8.08 -0.02 -1.9 6.2 EmMktsEqIdx nr 10.06 NA NA NA Mortgage-Backed 6,755 r3,999 4,271
CmstA 18.24 0.15 -26.7 -7.0 Sm Cap p 41.25 NA NA NA TaxFr p 11.04 -0.05 -5.4 8.7 NewDA t 24.65 0.48 -11.6 40.5 FixIn n 10.40 -0.01 1.5 12.8 Total Muni Bond Funds 28,238 r22,458 20,159
CoreBdA p
CpBdA
7.18
7.38
0.00
-0.01
3.8
-1.7
15.2
13.4
J SR2020 p 16.45 NA NA NA TotRet p
ValOpps p
10.45
14.32
-0.01
0.26
0.7
-18.5
10.3
-3.8
ReInA p 16.59 0.22 -16.0 5.9 GlbREIdx nr
HiYFxInc n
8.77
5.79
NA
0.05
NA
-12.6
NA
1.4
State Muni Bond Funds
National Muni Bond Funds
3,855
24,383
r3,662
r18,795
3,297
16,862
SR2030 p 17.21 NA NA NA RetBdA t 11.06 0.00 1.4 12.8
DevMkt 30.37 NA NA NA JamesBalGR A n: SR2040A p 18.59 NA NA NA Lord Abbett C: RschA p 41.13 -0.08 -10.9 27.8 HiYMuni n 8.05 -0.03 -8.5 4.3 Natl Muni-Multi-Term 18,665 r13,740 12,795
DevMktA 37.59 0.91 -18.9 4.1 JamesBalGR A n 19.76 -0.09 -7.0 -2.3 USEquity 15.19 NA NA NA BdDeb 7.34 0.01 -9.0 2.8 TechA p 47.15 0.24 0.0 61.7 IntlEqIdx nr 10.42 NA NA NA Natl Muni-Short-Term 5,718 5,055 4,067
DiscFdA p 77.69 0.74 -4.6 44.6 Janus Henderson: ValAdv t 28.75 NA NA NA FloatRt p 7.51 -0.02 -13.7 -7.0 TotRA p 18.09 -0.02 -8.9 11.3 IntTxExpt n 10.61 -0.02 -0.7 9.1 Total Money Market 3,613,166 r1,801,974 1,829,990
DisMdCpGrA 20.91 0.02 -7.2 39.2 Balanced C 33.78 -0.19 -7.0 24.7 JPMorgan C Class: ShtDurIncmC t 4.07 0.01 -3.2 2.9 UtilA p 19.45 -0.20 -13.9 16.1 MidCpIdx n 14.99 0.38 -22.5 -4.2 Taxable Money Market 3,572,916 r1,786,219 1,810,302
DivIncm p 19.63 -0.20 -15.4 -1.6 Balanced S 34.15 -0.17 -6.8 26.8 CoreBond p 12.28 NA NA NA Lord Abbett F: ValueA p 36.33 -0.05 -17.8 7.2 ShIntTaxFr n 10.37 -0.01 0.0 5.5 Treas & Repo Money Market 992,158 r419,811 439,865
DivrsDiv p 16.54 0.03 -19.7 -2.1 Balanced T n 34.21 -0.17 -6.7 27.8 InvBal p 13.77 NA NA NA BdDeb 7.31 0.01 -8.7 5.1 MFS Funds Class C: SmCapIdx n 10.04 0.22 -24.2 -7.2 Treas & Agency Money Market 2,266,104 r1,130,471 1,156,626
EqIncA 8.72 0.02 -14.8 -0.5 Contrarian T n 17.73 0.16 -16.9 17.0 InvConsvGr t 12.08 NA NA NA FloatRt p 7.50 -0.02 -13.5 -4.8 ConAllC p 15.08 0.07 NA NA SmCpVal n 14.48 0.55 -29.7 -21.2 Prime Money Market 314,654 r235,936 213,811
EqInvA 13.38 0.49 NA NA Enterprise Inst 71.72 0.82 -16.1 31.6 JPMorgan Funds: HiYld p 6.35 0.00 -13.5 -1.4 GrAllC p 18.80 0.13 NA NA StkIdx n 32.48 -0.06 -11.9 25.4
Tax-Exempt Money Market 40,250 r15,755 19,689
EqWtdA p 50.44 NA NA NA Enterprise S 115.39 1.32 -15.8 29.1 Fl EmMktEq L 27.68 NA NA NA HYMuniBd 11.15 -0.07 -10.5 7.7 Growth C t 90.75 0.06 -2.8 53.9 TxExpt n 10.60 -0.03 -1.6 10.2
Income 2.75 0.00 -4.2 9.5 Nuveen Cl A: National 34,480 r12,339 15,735
FltgRate p 6.51 -0.01 -9.9 -1.4 Enterprise T n 118.70 1.37 -15.7 30.1 MdCpVal L 30.71 NA NA NA ModAllC p 16.70 NA NA NA
FndAltFdB 25.83 -0.20 -4.2 0.3 FlxBnd T n 10.84 0.01 3.5 14.2 IntrTxFr 10.57 -0.06 -4.5 6.9 AAMunBd p 11.25 -0.04 -4.4 9.8 State 5,770 r3,416 3,954
USEquity L 15.27 NA NA NA TotRC t 18.23 -0.01 -9.1 8.8 Total Sales All Funds 4,238,720 r2,152,571 2,168,756
GblAllocA 17.51 NA NA NA Forty S 34.64 -0.04 -3.5 49.4 JPMorgan I Class: NatlTxF p 11.03 -0.05 -5.4 9.0 ValueC t 35.91 -0.05 -18.0 4.8 CAMunBd p 11.00 -0.03 -2.8 9.3
GblStrIncmA p 3.26 NA NA NA GlbEqIncA 5.59 0.07 NA NA ShtDurIncm 4.04 0.01 -3.0 5.1 HiYldMuBd p 15.77 -0.04 -10.9 8.7 Redemptions All Funds 3,873,103 r2,120,243 2,153,231
CoreBond 12.19 NA NA NA MFS Funds Class I:
GlbOppA p 52.31 NA NA NA GlbEqIncC 5.52 0.06 NA NA ShtDurTxF p 15.39 -0.04 -2.0 3.6 IntDMunBd p 9.15 -0.03 -2.6 9.1 Purch Common Stock 574,025 r323,932 344,142
CorePlusBd 8.56 NA NA NA BondI 14.82 -0.03 1.8 17.8
Glcoreeq p 12.72 0.26 -18.8 -2.5 GlbResch T nr 73.31 0.64 -13.0 18.8 EmMktEq I 27.46 NA NA NA TotRet 10.45 -0.01 0.7 10.6 ConAllI 15.47 0.06 NA NA LtdMnBd p 11.01 -0.01 -1.2 6.5 Sales Common Stock 602,697 r316,323 346,830
GlHltCr 39.00 NA NA NA GblResh Inst 49.21 0.43 -13.0 19.2 EqInc 16.13 NA NA NA Lord Abbett I: Growth I 124.28 0.10 -2.5 58.6 NYMunBd p 10.59 -0.07 -4.4 6.6 Purch Other Securities 754,754 r538,969 548,040
GrIncA 17.32 0.07 -25.9 -11.1 GlLifeSci T nr 57.96 -1.76 -5.0 36.6 EqIndx 44.38 NA NA NA BdDebentr 7.28 0.01 -8.7 5.5 IntNwDI 29.13 0.62 -18.8 4.0 Nuveen Cl I: Sales Other Securities 1,023,780 r452,623 486,741
GrowAlloc p 13.69 NA NA NA GlTech T nr 37.92 -0.21 -2.0 73.2 GrAdv r 23.11 NA NA NA DevlpGro 22.97 -0.17 -6.1 54.9 MCapI 20.75 0.20 -7.3 48.2 HYMunBd 15.77 -0.04 -10.8 9.9 Liquid Asset Ratio, % 3.1% r2.6% 3.0%
Hyld 3.48 0.02 -13.3 -2.9 Grw&Inc T n 50.52 -0.43 -17.0 21.0 GvBd 11.32 NA NA NA FloatRt 7.51 -0.02 -13.5 -4.5 MCpValI 19.17 0.29 -24.5 -4.1 Nuveen Cl R: Total Net Assets (Bil. $) 18,873.8 r20,412.0 19,260.2
HYMuA 9.20 -0.06 -9.3 6.2 MdCpVal T n 12.23 0.10 -24.2 -6.0 HighYld 6.36 NA NA NA FundlEq 9.50 0.04 -21.1 -1.1 MIGI p 30.68 0.09 -9.8 47.2 CAMunBd 11.01 -0.04 -2.8 9.9 Stock Funds 8,814.8 r10,380.8 10,421.6
IntlBdA p 4.78 0.15 -13.0 -5.4 Resh T n 47.08 -0.11 -5.5 40.2 IntmdTFBd 10.77 NA NA NA HiYld 6.38 0.00 -13.5 -1.2 ReInT t 17.21 0.23 -15.9 6.7 DivVal I 10.89 0.00 -24.1 -1.7 Hybrid Funds 1,304.4 1,500.3 1,488.5
IntlDivA 16.00 0.22 -15.3 4.7 SCVal T n 16.61 0.52 -27.8 -12.9 LgCpGwth 42.35 NA NA NA ShtDurInc p 4.04 0.01 -2.9 5.4 RetBdI 11.07 0.01 1.6 13.3 IntDMunBd 9.18 -0.03 -2.5 9.9 Taxable Bond 3,644.0 4,025.2 3,551.4
IntlGrow 26.66 0.48 -17.4 -0.6 ShtTmBd T n 2.99 0.00 -0.3 5.0 MdCpGrw 37.78 NA NA NA TotRet 10.47 -0.01 0.8 11.0 RschI 42.30 -0.07 -10.8 28.8 LmtTrmR 10.97 -0.01 -1.2 7.2 Muni Bond 773.2 858.9 719.5
IntlGrowA p 38.17 0.33 -14.4 -0.4 Venture T n 67.48 1.53 -16.9 15.0 MdCpVal 30.29 NA NA NA LSVValEq : TotRI 18.09 -0.02 -8.8 12.1 NYMunBd 10.60 -0.07 -4.3 7.1 Taxable Money Mkt 4,209.0 3,512.1 2,940.8
IntlSmCoA 41.70 0.72 -13.5 16.6 Jensen I : MtgBckd 11.43 NA NA NA LSVValEq 20.14 0.24 -26.7 -9.8 ValueI 36.55 -0.04 -17.7 8.0 RealEst 16.34 0.06 -20.1 -1.2 Tax-Free Money Mkt 128.3 134.7 138.5
IntTMIA p 10.71 -0.05 -5.0 5.6 Jensen I 46.89 -0.38 -9.1 37.0 ShtDurBnd 10.98 NA NA NA MFS Funds Instl: ShTxFrY 10.03 -0.01 -0.9 4.4 Net New Csh Flow (Mil $) -348,577 r-8,052 -1,845
InvescoFd p
InvGloblFdA
22.03
82.02
-0.19
1.30
5.4
-14.5
47.9
14.5
JensenQualGrJ n:
JensenQualGrJ n 46.89 -0.38 -9.2 36.0
SmartR2020
SmCap
16.52
48.45
NA
NA
NA
NA
NA
NA
M IntlEq
Mondrian:
23.22 0.49 -16.7 9.0 SmCpVal 15.55 0.72 -33.8 -34.1 Stock Mutual Funds -46,189 r-15,961 -24,656
Hybrid Mutual Funds -47,234 r-4,839 -6,091
LmtdTrmMunInc p 11.17
LmtTermBd p 4.47
-0.03
0.01
-1.3
-1.1
4.6
6.3
John Hancock:
500Index1 33.35 -0.06 -11.9 24.8
SR2030 I
SR2040 I
17.26
18.66
NA
NA
NA
NA
NA
NA
MainStay Fds A:
ConvtA 17.01 -0.10 -6.9 16.8
IntlValEq n 10.88
Morgan Stanley Fds A:
0.14 -25.0 -13.6 O Taxable Bond Funds -213,021 r3,878 21,178
Muni Bond Funds -42,134 8,870 7,723
LtdTermMuA p 4.34 -0.01 -5.6 9.2 BondI 16.18 0.00 1.6 14.3 TxAwEq 34.89 NA NA NA HiYldBdA 5.08 NA NA NA InsightA p 46.06 -0.59 13.0 104.8 Oak Associates Funds:
Money Market Funds 688,361 30,303 -14,891
LTGovA p 4.46 0.02 3.1 7.8 BondR6 16.21 0.00 1.7 14.7 USEquity 15.25 NA NA NA IncBldr 17.73 NA NA NA Morgan Stanley Fds I: RedOakTec n 28.99 -0.28 -6.8 48.0
MfCpCEq 14.10 0.01 -19.9 -3.9 CapApprNAV 15.58 -0.04 -1.0 55.0 USLgCpCorPls 23.05 NA NA NA LgCpGrA p 8.89 -0.01 -3.2 53.7 FxInOpp I 5.41 0.01 -5.3 9.1 Oakmark Funds Invest: r-Revised.
MnStFndA 42.37 -0.21 -12.0 16.5 ClassicVal I 20.78 0.55 -36.5 -24.4 ValAdv 28.91 NA NA NA TxFrBdA 10.03 -0.04 -2.1 11.0 Insight I 51.79 -0.65 13.1 106.6 EqtyInc nr 24.27 0.21 -17.4 -1.0 Source: Investment Company Institute Research Dept.
M26 BARRON’S May 4, 2020

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.
Pacific Life Funds: RAEPlusEMG 7.56 NA NA NA AMTFreeMuniY 14.89 -0.03 -0.7 14.0 Ret2045 n 15.94 0.08 -13.9 11.6 LT2040J tn 13.35 0.08 -12.5 12.3 SmCapEq (ICL) 13.17 NA NA NA MuniBd 10.99 NA NA NA
PortOptModAggClA p
PortOptModClA r
11.75
11.56
NA
NA
NA
NA
NA
NA
RealRtnI
RERRStg
11.63
7.13
-0.07
0.10
4.1 12.7
NA NA
BondY
SelMCGrY
9.47
43.81
0.03
-0.18
-2.3 9.2
-11.3 31.8
Ret2045R
Ret2055 n
15.62
13.67
0.08
0.07
-14.1
-14.0
9.9
11.4
LT2050I
MdGrIII Inst
13.35
10.73
0.09
0.11
-14.2
-9.4
12.0
33.7
S State Street V.I.S.:
TR V.I.S. Cl 1 13.83 0.07 -13.0 3.1
Thrivent Funds S:
LgCpVal n 18.50 NA NA NA
Palmer Square: ShortT 9.64 0.01 -0.4 5.5 StratIncY p p 9.94 0.08 -8.6 2.4 Ret2055 13.56 0.07 -14.1 10.5 MidCpBldA 25.20 0.43 -16.3 26.0 Schroder Funds: TR V.I.S. Cl 3 13.77 0.06 -13.1 2.3 MidCapStk n 21.94 NA NA NA
Income Plus 9.33 0.01 -5.0 3.4 ShtAssetInv 9.88 0.01 -0.6 5.4 Price Funds: RetBal Inc n 14.43 0.05 -6.5 10.4 PreSecI 9.62 0.08 -6.1 9.1 NAmerEqInv n 15.72 NA NA NA Sterling Capital Fds: OppIncmPl n 9.50 NA NA NA
Parnassus Fds: StcksPLUSIntlHdg r 6.32 NA NA NA 2050RetFd n 13.47 0.07 -13.9 11.6 SciTec n 40.04 0.58 -7.2 48.4 PtrLGI In 15.51 -0.02 -3.5 57.7 Schwab Funds: SmCap 58.52 1.87 -26.1 -11.9 TIAA-CREF/Instl Cl:
ParnEqFd n 41.72 -0.56 NA NA StcksPLUSIntUnh 4.81 NA NA NA Balnanced n 22.54 0.04 -9.2 14.7 Sht-Bd n 4.72 0.01 0.5 6.9 PtrLV In 13.46 0.05 -20.9 5.6 1000 Inv nr 62.38 -0.02 -12.3 24.2 TotRetBdI 11.03 -0.01 2.9 15.1 CoreBond Inst 10.73 -0.01 1.7 13.5
Parnsus n 43.63 -0.79 NA NA StcksPLUSShort 7.12 NA NA NA BdEnhIdx nr 11.64 -0.01 4.5 15.9 SmCap n 35.70 1.20 -25.5 -8.7 RealEstSecI 22.30 0.30 -19.2 8.0 Balanced n 15.17 NA NA NA CorePlsBd 10.63 0.01 0.4 12.4
Pax World Fds:
SustAll Inv n 21.94 0.02 -6.0 17.9
StcksPLUSSmall 7.20
StkPlsLgDur 7.17
0.18
NA
NA NA
NA NA
BlChip n
CA Bond n
120.45
11.21
0.06
-0.05
-3.1
-3.7
52.1
7.8
SmCapStk n
SpecGr n
42.93
19.84
1.00
0.07
-17.9
-14.8
16.2
12.5
SAMBalA p
SAMGrA p
14.14
15.31
0.04
0.06
-10.3
-13.3
10.2
10.9
CATxFrBd n
CoreEq n
11.80
19.60
-0.05
-0.06
-1.7
-13.3
8.1
16.0
T TIAA-CREF/Retail Cl:
EqIdx n 20.68 0.02 -13.1 21.0
Paydenfunds: StPlTRInst r 9.33 NA NA NA Communica&Tech n 128.90 -1.66 4.2 54.5 SpecInc n 11.80 0.04 -6.3 5.8 StrGrw A p 15.86 0.08 -15.8 9.6 DivEqSel n 11.45 -0.02 -23.2 -6.4 TCU ShtDur : Gro&Inc n 17.69 -0.05 -13.7 18.3
CoreBd n 10.80 -0.02 0.5 11.7 TotRetESG 9.57 NA NA NA CorpInc n 9.60 -0.01 -2.0 13.2 SpecIntl n 11.49 0.17 -18.4 -1.2 Putnam Funds Class A: FunIntlLgInst nr 6.78 0.09 -24.8 -12.7 TCU ShtDur 9.87 0.01 2.7 9.0 LrgCpGro n 21.28 -0.18 -2.5 48.9
EqIncInv n 15.33 -0.20 -15.7 13.0 TotRetIV 10.99 NA NA NA DivGro n 46.35 -0.12 -12.8 26.5 SuMuInc n 11.50 -0.04 -4.8 7.1 CATx p 7.86 -0.03 -3.1 9.2 FunUSLgInst nr 14.35 0.06 -19.4 8.8 TCW Funds: MgdAlloc n 11.67 0.04 -9.1 11.2
LowDur n 9.97 0.03 -0.5 5.4 TotRt 10.66 0.00 4.1 15.6 DvsfMCGr n 32.44 0.22 -11.5 34.5 SuMuInt n 11.79 -0.05 -2.1 7.5 DvrIn p 6.14 0.05 -12.6 0.2 HlthCare n 24.92 -0.58 -3.4 29.0 CoreFxInc n 11.81 -0.04 4.9 16.4 TIAA/CREF Funds:
LtdMat n 9.33 0.02 -1.0 5.2 TRII 10.14 NA NA NA EmgMktB n 9.74 0.08 -14.7 -9.5 TaxEfEqty nr 35.64 0.14 -7.1 45.1 DynAABalA 13.76 0.03 -8.1 9.6 InflProSel n 11.73 -0.08 4.2 13.1 EmMktInc n 6.95 0.13 -16.5 -5.1 BdIdxInst 11.57 -0.01 5.0 16.0
Pear Tree: TrndsMgdFutStrgy 10.63 -0.16 NA NA EmMktS n 37.73 0.43 -19.4 4.7 TF Incom n 11.11 -0.04 -8.9 4.6 DynAACnA 10.58 0.01 -1.9 10.8 IntI Sel nr 16.62 0.15 -19.8 -4.3 SelEqtyI n 26.96 0.28 -1.0 56.1 EqIdxInst 20.30 0.02 -13.0 22.0
ForeignVal I r 16.06 0.82 -27.3 -15.1 PIMCO Funds: EqInc n 24.12 -0.08 -24.3 -2.7 TF Incom n 9.74 -0.04 -4.0 7.1 DynAAGthA 14.55 0.05 -12.3 7.4 IntlMstr nr 19.31 0.35 -19.4 -3.5 TotRetBondI n 10.42 0.00 5.9 16.9 EqIdxRet 20.61 0.02 -13.1 21.1
PolForegValOrd tn 16.10 0.82 -27.4 -16.0 IncomeFd 11.12 NA NA NA EqIndex n 75.27 -0.14 -11.9 25.0 TFSI n 5.58 -0.01 -0.7 4.4 EqIn p 21.49 0.04 -18.4 10.4 MT AllEq n 15.89 NA NA NA TCW Funds N: Gr&IncInst 12.70 -0.04 -13.7 19.2
Perm Port Funds: StcksPLUSIntlHdg 6.25 NA NA NA Europe n 18.27 0.28 -16.9 1.2 TotIndex n 30.84 0.03 -13.3 20.7 GeorgePutBal 19.45 0.00 -6.0 22.6 MT Bal n 17.11 NA NA NA TotRetBdN pn 10.73 0.00 5.8 15.7 HgYldInst 8.57 0.06 -11.7 2.6
Permanent n 38.30 0.15 -6.0 10.1 TotRet 10.66 0.00 3.9 13.5 FinSvcs n 20.30 0.63 -27.9 -3.9 U.S.EqResch n 27.14 -0.05 -12.3 26.3 GlblEqty p 14.54 0.14 -16.5 8.0 MT Gro n 20.46 NA NA NA Templeton Class A: InflLkdBdInst 11.74 -0.02 2.2 9.1
PGIM Funds Cl A: PIMCO Funds A: GlbStk n 42.70 0.25 -6.6 39.2 USLrgCpCore n 23.36 -0.10 -12.7 20.7 GlbHlthCare p 54.57 -1.61 -3.2 29.6 S&P Sel n 43.55 -0.08 -11.8 25.7 IntlEqIdxInst 16.06 0.13 -19.7 -4.1
TGlTotRA 10.23 NA NA NA
2020FcA 13.52 -0.14 -10.0 26.3 AllAsset 10.49 NA NA NA GlbTech n 16.62 -0.08 1.7 46.4 USTInter n 6.32 -0.01 7.8 16.0 GrOpp p 38.56 -0.14 -1.3 58.7 SmCp Sel nr 22.12 0.49 -24.0 -6.4 IntlEqIdxRet 16.43 0.13 -19.7 -4.9
Templeton Instit:
Balanced 14.56 NA NA NA HiYld 8.20 0.04 -7.8 5.6 GMS-fd n 10.77 0.08 -5.2 8.6 USTLg n 15.78 -0.24 24.4 47.6 HiYld A p 5.24 0.02 -9.4 3.1 Trgt2020 nr 13.60 NA NA NA IntlEqInst 9.10 0.07 -20.7 -13.9
HighYield 4.87 0.02 -10.9 5.1 HiYldMuniBd 8.77 -0.06 -6.0 10.7 GNMA n 9.47 0.04 3.7 10.2 IntlEqSer Primar 12.50 NA NA NA LC2015Ret 11.62 0.03 -6.4 11.6
VABond n 11.74 -0.06 -2.7 7.7 Incm p 7.14 0.01 1.0 16.4 Trgt2030 nr 14.17 NA NA NA
JennBlend 17.33 0.12 -15.4 12.1 IncomeFd 11.12 NA NA NA Gr&In n 26.36 -0.12 -12.7 21.0 The Bruce Fund: LC2020Ret 12.20 0.03 -7.4 11.8
Value n 30.11 -0.22 -20.6 2.1 IntlEq p 20.25 0.17 -17.2 -4.6 Trgt2040 nr 14.42 NA NA NA
JennGrowth 40.84 -0.12 -1.3 53.5 IntlBdUSH 10.66 0.09 0.1 11.9 Growth n 69.43 0.16 -5.3 41.1 BruceFund n 543.67 -5.15 -7.9 17.3 LC2025Ret 12.46 0.04 -8.7 11.7
Price Funds - Adv Cl: NYTx p 8.31 -0.05 -4.0 6.7 TSM Sel nr 48.62 0.06 -13.1 21.7
JennHealthSci 42.79 -1.51 -2.1 24.1 InvstGrCrBd 10.59 0.00 -1.9 14.0 HelSci n 78.78 -2.71 -3.3 41.3 Third Avenue: LC2030Ret 12.62 0.03 -10.2 11.6
BlChip p 118.14 0.05 -3.2 50.8 ShtDurBd 9.98 0.04 -0.8 7.3 TxFrBd n 11.62 -0.07 -2.2 7.5
JennMidCapGrowth 19.66 0.08 NA NA LowDurA 9.83 0.02 1.1 6.5 HiYield n 5.95 0.04 -9.2 4.1 StDurInc 9.99 0.01 0.0 5.5 REVal Inst r 19.37 0.66 -23.4 -17.9 LC2035Ret 12.90 0.03 -11.7 11.3
CapAppA p 29.25 0.23 -5.3 27.2 USSmCoIdx nr 10.00 0.40 -29.0 -14.9
JennUtility 13.59 -0.38 -12.8 19.6 LowDurInc 8.08 0.03 -4.8 5.1 InstCorePl 10.51 0.00 -0.2 11.9 SustainLdrsFd p 86.51 0.17 -8.2 41.2 Thompson IM Fds,Inc: LC2040Inst 9.30 0.03 -12.8 11.8
Growth p 67.62 0.15 -5.4 40.0 Segall Bryant & Hami:
NationalMuni 14.36 -0.08 -3.8 7.0 MuniBdA 9.78 -0.04 -2.7 10.8 InstEmMEq 34.27 0.40 -19.5 5.0 TFHY 11.57 -0.09 -8.9 5.9 PlusBd n 11.03 0.01 3.2 15.0 Bond n 10.40 0.03 -8.4 0.5 LC2040Ret 13.08 0.04 -13.0 11.0
MCapGro p 79.43 0.78 -13.7 25.0 Thornburg Fds:
ShrtTermCorpBond 10.95 NA NA NA RealRtnA 11.63 -0.07 3.9 11.3 InstFLRfd r 9.00 -0.01 -7.6 3.4 R2020A p 19.95 0.08 -9.0 11.4 TxEx p 8.19 -0.05 -4.8 7.8 SEI Portfolios: LC2045Ret 11.00 0.03 -14.3 10.1
TotalReturnBond p 14.29 NA NA NA ShtTmA 9.64 0.01 -0.5 4.7 InstHiYld 7.91 0.05 -9.3 4.8 MtgSec p 11.72 0.15 -9.0 1.7 CoreFxIn F 11.83 -0.01 3.7 15.4 IncBuildA t 17.59 0.30 -20.7 -2.0 LCIdx2010Inst 15.43 0.02 -3.6 15.2
R2030A p 22.73 0.11 -11.5 11.5 IncBuildC p 17.57 0.30 -21.0 -4.2
PGIM Funds Cl C: TotRetA 10.66 0.00 4.0 14.4 LgCapGow I 42.51 -0.04 -3.5 53.9 Putnam Funds Class Y: EMktDbt F 8.77 0.16 -14.6 -5.4 LCIdx2020Inst 16.91 0.03 -5.5 15.8
R2035 16.58 0.08 -12.5 11.3 IntVal I 20.61 0.51 -14.6 0.4
TotalReturnBond 14.27 NA NA NA PIMCO Funds Admin: InstLCCoreGr 47.18 0.03 -3.1 52.6 EqInc 21.49 0.03 -18.4 11.2 HiYld F 5.86 0.03 -14.0 -1.5 LCIdx2025Inst 17.68 0.04 -6.9 15.9
R2040A p 23.25 0.12 -13.3 11.2 IntValA p 19.90 0.49 -14.4 -0.3
PGIM Funds Cl Z: IncomeFd 11.12 NA NA NA LgCpVal 17.87 -0.06 -24.4 -3.0 GrOpp Y 40.51 -0.14 -1.2 59.9 IntlEmg F 9.88 0.15 -20.2 -7.2 LCIdx2035Inst 19.07 0.06 -10.0 15.8
Ret2045-A p 15.82 0.08 -14.0 10.7 LtdTIn 13.66 0.04 2.0 9.7
GlobalRealEstate 18.87 0.20 -21.5 0.9 PIMCO Funds C: InstSmCap 21.01 0.49 -18.0 16.7 Incm 7.27 0.00 0.9 17.3 IntlEq F 9.17 0.18 -20.1 -7.1 LCIdx2040Inst 19.43 0.06 -11.5 15.4
Ret2050-A p 13.33 0.07 -14.0 10.8 LtdTIncI 13.66 0.04 2.0 10.8
HighYield 4.88 0.02 -10.8 5.7 IncomeFd 11.12 NA NA NA IntDis n 60.60 1.19 -11.3 10.3 ShtDurBd 9.99 0.03 -0.8 8.0 IntlFxIn F 10.34 0.06 0.8 10.8 LCIdx2045Inst 19.30 0.07 -13.0 14.5
JennGrowth 44.70 -0.13 -1.2 55.0 TotRetIncC 10.66 0.00 3.7 11.8 IntEqIdx nr 11.36 0.10 -19.8 -5.4 SciTec p 39.33 0.56 -7.3 47.2 LtdTMu I 14.31 -0.04 -0.5 5.7 LifeStkIdx 24.37 0.02 -13.0 21.8
TF Incom p 9.74 -0.04 -4.2 6.0 StDurInc 10.00 0.01 0.0 5.8 IntMuni F 11.53 -0.05 -2.8 7.3
JennHealthSci 48.11 -1.69 -2.0 25.2 PIMCO Funds I2: IntlBond n 8.70 0.15 -2.9 7.1 LgCapGr F 35.50 -0.05 -4.9 45.4 LtdTMuA 14.30 -0.04 -0.6 4.8 LrgCpGrIdxInst 34.87 -0.03 -4.1 49.8
Price Funds - R Cl:
JennMidCapGrowth
JennSmallCompany
23.02
17.04
0.10
0.57
NA
NA
NA
NA
All Asset 10.51
ComPLUSStrtgyFd 3.10
NA
0.08
NA
NA
NA
NA
IntlStk n
IntlValEq n
15.56
10.73
0.18
0.19
-16.5
-24.4
3.4
-18.1 BlChipR p 113.13 0.05 -3.3 49.7 R LgCVal F
MgdVol F
18.21
14.72
0.07
-0.11
-24.7
-17.9
-5.1
7.9
Thrivent Funds A:
DivrIncPlus 6.73 NA NA NA
LrgCpGrIdxRet 35.12
LrgCpGrInst 21.34
-0.04
-0.18
-4.2
-2.3
48.7
50.3
TotalReturnBond 14.24 NA NA NA GNMAGvtSec 11.42 0.05 3.8 12.5 Japan n 14.05 0.03 -8.5 22.7 ExtIndex nr 23.51 0.47 -19.6 2.9 LgCpStk 20.46 NA NA NA LrgCpVl IdxInst 16.06 0.01 -20.8 1.1
GrowthR p 64.97 0.14 -5.5 38.9 RBC Funds: S&P500 F 63.46 -0.12 -11.9 24.7
PIMCO Fds Admin: Income 11.12 NA NA NA MCapVal n 22.28 0.23 -20.3 -7.2 AccCpCommInvI 9.16 0.02 3.0 10.0 ShtGov F 10.60 0.01 3.1 7.6 MidCapStk 19.86 NA NA NA LrgCpVl IdxRet 16.35 0.01 -20.9 0.3
ShortTrmAd p 9.64 0.01 -0.5 4.7 IntlBdUSH 10.66 0.09 0.2 12.9 MCEqGr 52.31 0.53 -14.4 26.9 R2020R p 19.76 0.09 -9.0 10.6
R2030R p 22.52 0.11 -11.5 10.7 RiverNorth Funds: TaxMgdLC F 23.45 -0.03 -14.9 16.5
TotRtAd p 10.66 0.00 4.0 14.7 InvstGrCrBd 10.59 0.00 -1.8 15.1 MD Bond n 10.49 -0.02 -3.4 7.4 RNDLIncomeI 9.62 NA NA NA TaxMgdSmMdCp F 16.74 0.40 -23.6 -9.3
R2040R p 23.07 0.12 -13.4 10.3
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

PIMCO Fds Instl: LowDurInc 8.08 0.03 -4.7 6.1 MidCap n 82.34 0.81 -13.6 26.0 Royce Funds: Selected Funds: THE STATISTICAL RECORD
AllAsset 10.49 NA NA NA LwDur 9.83 0.02 1.1 7.1 N Asia n 17.24 0.17 -11.5 14.1 Ret2025-R p 15.69 0.07 -10.3 10.6
PAMut I nr 7.25 0.24 -23.2 -1.4 AmShD n 30.15 0.08 -19.1 5.1
AllAssetAuth r 7.05 NA NA NA RealRtn 11.63 -0.07 4.0 12.3 N Inc n 9.59 0.00 -0.3 10.7 Ret2035-R 16.37 0.08 -12.6 10.5
PremierI nr 10.10 0.33 -21.6 7.8 AmShS pn 30.07 0.09 -19.2 4.1
CommodtyRR 4.30 0.04 -27.7 -25.8 ShtTm 9.64 0.01 -0.4 5.2 NAmer n 53.04 -0.32 -3.2 53.6 Ret2050-R 13.20 0.06 -14.1 9.9
SpecEqI nr 14.21 0.27 -19.2 -12.4 Sequoia:
Monthly Dow Comparison
DivInc 10.44 NA NA NA TotRt 10.66 0.00 4.0 15.3 New Era n 24.40 0.47 -29.1 -21.8 PRIMECAP Odyssey Fds: April March April
TotRet I nr 8.23 0.26 -24.4 -10.2 SequoiaFd n 138.93 2.55 -11.7 25.1 2020 2020 2019
EmMktsBd 9.35 0.10 -11.2 1.8 PIMCO Funds Instl: NHoriz n 59.30 0.66 -0.1 64.7 AggGrowth nr 37.85 -0.09 -15.7 15.7
RS Funds: Sit Funds:
EmrgMktCur&STInv 7.11 0.06 -11.7 -5.3 ComPLUSStrtgyFd 3.12 0.08 NA NA NJ Bond n 11.71 -0.08 -3.8 7.5 Growth nr 33.77 -0.09 -17.5 15.4 CoreEqVIP 37.53 -0.03 NA NA MinnTxF n 10.15 -0.01 -4.0 7.5 Price of 30 Indus 23293.90 22637.42 26401.58
ExtdDur 11.31 NA NA NA DynamicBd 10.22 0.06 -2.8 7.2 NY Bond n 11.27 -0.07 -3.3 6.9 Stock nr 27.25 0.04 -21.0 8.8 InvQBdVIP 12.91 0.00 NA NA US Gov;S n 11.29 0.00 3.6 9.5
Principal Investors: Price of 20 Trans 8002.81 7940.95 10816.57
GlblBdOppUSH 10.13 0.06 -0.4 8.7 GNMAGvtSec 11.42 0.05 3.9 12.8 OverS SF nr 8.89 0.11 -20.6 -5.5 Russell Funds S: SmeadFds:
HiYld 8.20 0.04 -7.7 6.7 IncomeFd 11.12 NA NA NA QMUSSmCpGrEq n 33.45 0.51 -15.7 16.6 CalMuA p 10.28 -0.04 -4.3 8.0 EmerMkts 15.43 NA NA NA SmeadValueInstl 38.59 1.14 -23.4 7.9
Price of 15 Util 784.18 776.34 776.69
HiYldMuniBd 8.77 -0.06 -5.9 11.7 InflRespMulAsset 7.51 NA NA NA SpectConsAllo n 18.52 0.07 -7.0 11.2 CapApprA p 43.09 -0.14 -12.6 25.2 IntlDvMkt n 29.27 NA NA NA SoundShoreInv n: Best-Grade Bond Yield 2.45 3.05 3.47
IntlBdUnhedged r 9.06 0.18 -6.1 2.9 RAEPLUSIntl 5.45 NA NA NA SpectModerAllo n 21.95 0.09 -9.7 12.9 ConBalA p 11.28 0.04 -7.3 9.2 InvGrdBd n 22.37 NA NA NA SoundShoreInv n 32.74 0.04 -22.8 -8.1
IntlBdUSH 10.66 0.09 0.2 13.2 Pioneer Funds A: SpectModerGwAllo n 31.39 0.12 -12.5 13.6 EqIncIA p 26.97 -0.14 -20.3 10.9 Monthly Range of Averages
RESec n 26.72 NA NA NA Sprott Funds Trust: (a)Shares
InvGrdCrBd 10.59 0.00 -1.7 15.4 AMTFreeMuniA p p 14.95 -0.03 -0.6 13.4 R2005 n 12.86 0.04 -6.1 10.7 FlIncA p 11.74 0.01 -5.4 8.9 StratBd n 11.32 NA NA NA GoldEq Inv p/r tn 43.24 -0.21 3.9 21.5
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

LgTmRlRt 10.01 NA NA NA BondA 9.56 0.04 -2.4 8.2 R2010 n 16.81 0.07 -6.8 11.2 HighYldA p 6.47 0.02 -8.9 2.0 (f)High (f)Low traded
TaxExBd n 22.67 NA NA NA SSgA Funds:
LgTrmCrdtBd 12.79 NA NA NA CoreEqA 18.02 -0.04 -11.2 22.2 R2015 n 13.39 0.05 -7.7 11.5 HiYld IN 8.31 -0.01 -10.2 0.0 TMUSMdSmCp n 24.11 NA NA NA SP500 n 204.59 -0.39 -11.7 25.4 30 Indus 24633.86 20943.51 9,860,390.2
LngDurTotRtrn 11.69 NA NA NA DiscGrA 16.75 -0.10 -5.5 37.9 R2020 n 20.12 0.09 -8.9 12.2 InfPro IN 8.92 -0.05 3.3 11.5 TxMngUSLgCp n 43.55 NA NA NA State Farm Associate:
LgIndxI 17.31 -0.04 -11.9 25.2
20 Trans 8628.62 7305.31 5,416,892.8
LowDur 9.83 0.02 1.2 7.5 EqIncA 28.72 -0.07 -21.0 1.0 R2025 n 15.97 0.07 -10.2 12.3 USSmCpEq n 21.20 NA NA NA Balan n 69.63 0.05 -7.9 15.7
LowDurII 9.83 0.01 1.9 7.5 HighIncMuniA 6.82 -0.06 -7.9 8.5 R2030 n 22.95 0.11 -11.4 12.3 LgIndxJ tn 17.13 -0.03 -11.9 24.4 Russell LifePoints A: Gwth n 78.78 -0.33 -12.6 17.9
15 Util 827.83 706.01 1,160,540.6
LowDurInc r 8.08 0.03 -4.7 6.4 MdCapVa 17.58 -0.06 -24.2 -14.3 R2035 n 16.67 0.08 -12.4 12.1 LT2020 In 12.69 0.05 -6.7 13.3 BalStrat p 9.49 NA NA NA Interm n 10.41 -0.01 3.7 9.7 65 Stocks 8008.44 6866.08 16,437,823.6
LTUSG 8.04 -0.14 23.8 46.1 PioFdA 27.00 -0.19 -8.5 33.8 R2040 n 23.48 0.12 -13.2 12.0 LT2020J tn 12.62 0.05 -6.7 12.8 Rydex Investor Class: Muni n 8.80 -0.02 0.9 10.7
ModDur 10.65 0.02 3.7 12.4 SelMCGrA 39.85 -0.17 -11.4 30.8 RealAssets nr 9.55 0.09 -18.7 -6.5 LT2030In 13.05 0.07 -9.9 13.0 (a) 000 omitted. (f) High and low for month of daily closing
NasdaqInv n 44.25 -0.35 -0.4 53.3 State Street Institu: averages..
MortgOppBd 10.56 0.07 -1.5 8.4 StratIncA p p 9.94 0.08 -8.8 1.4 RealEst n 19.26 0.37 -24.5 -11.4 LT2030J tn 13.00 0.06 -10.0 12.4
RAEFndmtlAdvPLUS 8.64 NA NA NA Pioneer Funds Y: Ret2025A p 15.87 0.07 -10.3 11.5 LT2040I 13.49 0.09 -12.4 13.0

MONTHLY DOW JONES INDUSTRIAL AVERAGE


DOW JONES AVERAGES-April 2020
The following table lists the monthly average of the Price/Earnings Ratio and Dividend Yield as reported weekly in
30 Industrials 20 Transport Cos 15 Utilities Sales Corp Barron's Market Laboratory. The change is the difference between the recent month's close and the previous
High Low Close High Low Close High Low Close –000– Bonds
month's close. The high/low range is based upon the closing average for each day during the month.
1 21628.00 20675.99 20943.51 7591.03 7202.68 7352.58 738.27 692.54 708.04 1,299,623 422.81
Year First Closing Closing Close Avg Last Avg. Avg.
2 21703.28 20508.16 21413.44 7563.72 7150.53 7445.71 738.81 694.92 729.36 1,344,733 421.77 Month Closing High Low Mean Close Chg. % Chg. P/E Yield
3 21586.94 20729.86 21052.53 7531.83 7183.58 7305.31 733.27 697.32 706.01 1,434,418 420.75 2020
6 22819.12 21647.12 22679.99 7914.68 7524.84 7837.69 768.85 728.93 758.06 1,430,543 422.27 Apr 20943.51 24633.86 20943.51 23293.90 24345.72 + 2428.56 + 11.08 18.07 2.86
7 23898.39 22553.65 22653.86 8293.50 7798.60 7865.49 785.36 746.95 750.81 1,480,431 425.50 Mar 26703.32 27090.86 18591.93 22637.42 21917.16 – 3492.20 – 13.74 17.44 2.94
8 23634.77 22624.78 23433.57 8233.19 7891.52 8152.39 796.35 746.08 789.15 1,211,803 427.12 Feb 28399.81 29551.42 25409.36 28519.73 25409.36 – 2846.67 – 10.07 21.95 2.28
9 24248.43 23311.86 23719.37 8506.93 8037.63 8236.92 843.83 795.96 827.83 1,506,569 436.88 Jan 28868.80 29348.10 28256.03 28879.99 28256.03 – 282.41 – 0.99 21.34 2.21
13 23822.29 22995.98 23390.77 8297.59 7933.23 8036.98 823.11 791.97 801.39 1,162,361 441.70 2019
14 24299.52 23446.67 23949.76 8339.12 8079.37 8177.69 831.66 807.55 825.10 1,159,302 442.63 Dec 27783.04 28645.26 27502.81 28167.01 28538.44 + 487.03 + 1.74 20.90 2.24
Nov 27347.36 28164.00 27347.36 27797.05 28051.41 + 1005.18 + 3.72 20.52 2.24
15 23851.10 23031.13 23504.35 8134.02 7836.47 8003.23 813.42 792.08 796.95 1,119,007 443.86 Oct 26573.04 27186.69 26078.62 26736.80 27046.23 + 129.40 + 0.48 19.29 2.30
16 23860.46 23024.68 23537.68 8099.48 7766.62 7981.93 810.40 788.78 797.54 1,112,615 445.12 Sept 26118.02 27219.52 26118.02 26900.21 26916.83 + 513.55 + 1.95 19.32 2.28
17 24469.42 23652.74 24242.49 8358.31 8072.84 8233.81 828.40 800.91 823.98 1,389,190 444.22 Aug 26583.42 26583.42 25479.42 26058.23 26403.28 – 460.99 – 1.72 18.78 2.30
20 24218.42 23482.57 23650.44 8199.48 7855.54 7969.73 822.83 792.85 794.85 1,087,743 444.09 July 26717.43 27359.16 26717.43 27089.19 26864.27 + 264.31 + 0.99 18.77 2.19
21 23513.03 22755.24 23018.88 7948.18 7707.05 7844.37 793.20 769.58 780.99 1,032,580 442.53 June 24819.78 26753.17 24819.78 26160.10 26599.96 + 1784.92 + 7.19 18.08 2.24
May 26430.14 26504.95 24815.04 25744.79 24815.04 – 1777.87 – 6.69 17.71 2.26
22 23761.55 23176.70 23475.82 8028.81 7743.12 7840.59 811.79 786.40 804.41 1,022,030 442.80 Apr 26258.42 26656.39 26143.05 26401.58 26592.91 + 664.23 + 2.56 18.44 2.20
23 23994.69 23340.15 23515.26 8140.80 7828.20 7951.66 811.73 786.60 790.75 1,057,294 444.31 Mar 26026.32 26026.32 25450.24 25722.62 25928.68 + 12.68 + 0.05 17.87 2.25
24 23946.43 23316.01 23775.27 8151.60 7876.96 8092.40 801.13 779.50 795.09 1,058,941 443.82 Feb 25063.89 26091.95 25053.11 25605.53 25916.00 + 916.33 + 3.67 17.95 2.25
27 24348.67 23677.36 24133.78 8427.74 8099.42 8317.42 812.34 798.48 805.80 969,515 442.06 Jan 23346.24 25014.86 22686.22 24157.80 24999.67 + 1672.21 + 7.17 19.04 2.35
28 24669.24 23905.59 24101.55 8576.41 8272.87 8407.32 825.67 800.47 804.93 1,032,499 443.66 2018
29 24950.29 24240.92 24633.86 8786.88 8458.56 8628.62 820.99 791.89 798.48 1,219,264 443.86 Dec 25826.43 25826.43 21792.20 23805.55 23327.46 – 2211.00 – 8.66 19.54 2.41
30 24683.07 23994.69 24345.72 8580.74 8279.46 8377.08 794.37 770.32 778.29 1,523,502 442.18 Nov 25380.74 26191.22 24285.95 25258.68 25538.46 + 422.70 + 1.68 21.12 2.22
Oct 26651.21 26828.39 24442.92 25609.34 25115.76 – 1342.55 – 5.07 22.45 2.18
High 24633.86 High 8628.62 High 827.83 High 445.12 Sept 25952.48 26743.50 25857.07 26232.67 26458.31 + 493.49 + 1.90 23.76 2.10
Low 20943.51 Low 7305.31 Low 706.01 Low 420.75 Aug 25333.82 26124.57 25162.41 25629.99 25964.82 + 549.63 + 2.16 23.16 2.13
May 4, 2020 BARRON’S M27

Mutual Funds Data provided by

Net YTD 3-Yr.


NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. Scoreboard: Tiny Bulls
LrgCpVl Inst 14.56 0.04 -20.9 -4.4 CoStIxAd nr 72.00 -1.27 -9.0 11.4 LifeInc n 16.12 0.03 -0.1 15.4 TotStInst 69.01 0.07 -13.0 22.1
MdCpGrInst 18.98 -0.07 -10.9 25.3 DivAppIdxAdm n 30.17 -0.31 -10.4 29.0 LifeMod n 26.56 0.10 -8.0 13.8 TtlWrldIxInst p 138.37 0.80 -16.0 9.6
(Small-cap stocks joined the continuing pandemic equity rally, soaring some 11%, well past the 5.69%
MdCpVl Inst 12.70 0.08 -29.1 -16.8 EMAdmr n 29.72 0.45 -19.4 -3.4 LTIGrade n 11.57 -0.13 7.5 33.3 TxMCaInst r 72.15 -0.04 -12.0 25.1 for U.S. stock funds and the 4.1% for the S&P 500. That bullish run sent precious metals down 1.4%.
QuantSmCpEqInst 11.97 0.22 -27.7 -12.9 EnergyAdml nr 56.19 0.80 -36.7 -34.2 LTTsry n 16.00 -0.24 23.8 47.0 ValueInst 37.38 -0.24 -19.4 8.9
RealSecInst 14.90 0.01 -15.7 14.0 EqIncAdml n 64.99 -0.68 -17.5 10.3 MATxEx n 10.89 -0.03 -1.0 12.4 Victory Funds: One Week Year-to-Date
RealSecRet 15.58 0.01 -15.8 13.2 EuropeAdml n 56.85 1.04 -21.7 -6.4 MgdPayFdInv n 14.68 0.06 -12.4 3.3 EstValA 30.68 0.55 NA NA
S&P500IdxInst 31.20 -0.06 -11.8 25.6 ExplrAdml n 80.34 1.25 -17.4 20.4 MidCpGro p 23.48 -0.18 -12.1 26.9 EstValI 30.70 0.55 NA NA
MuHY n 11.03 -0.05 -5.0 10.5
U.S. STOCK FUNDS 5.69% – 14.16%
S&P500IdxRet 30.99 -0.06 -11.9 24.7 ExtndAdml n 76.77 1.53 -19.6 3.8 EstValR p 30.24 0.54 NA NA
ShTrmBdInst 10.31 0.02 0.3 7.0 GlobxUSREInx n 26.87 0.60 -24.8 -4.7 MuInt n 14.16 -0.05 -1.3 9.2 FundFIncI 8.61 0.01 NA NA TOP SECTOR / Small-Cap Value Funds 11.00 – 28.36
SmCpBl IdxInst 15.82 0.35 -24.0 -6.2 GNMAAdml n 10.85 0.04 3.7 12.1 MuLong n 11.54 -0.05 -2.1 11.9 SmCap Grwth p 65.81 0.51 NA NA BOTTOM SECTOR / Precious Metals Equity Funds – 1.40 7.43
SmCpBl IdxRet 15.88 0.34 -24.1 -7.0 GroIncAdml n 74.31 -0.12 -12.4 23.4 MuLtd n 10.94 -0.02 -0.7 5.3 SmCoOppI 34.16 1.06 NA NA
MuSht n 15.76 0.00 -0.1 4.2
S&P 500 4.10 – 9.85
SocChEqInst 18.15 -0.03 -12.5 23.2 GrwthAdml n 90.37 0.12 -3.4 45.4 VirtusFunds:
SocChEqRet 18.45 -0.03 -12.6 22.3 HltClxAd nr 92.26 -2.49 -3.6 37.6 NYLT n 11.58 -0.07 -2.4 10.2 CeredexLgCpVlEqI 10.72 -0.05 -22.8 2.2 U.S. BOND FUNDS 0.25 – 1.42
Tortoise Capital: HlthCareAdml nr 82.99 -2.46 -2.8 28.9 OHLTte n 12.62 -0.04 -0.6 13.2 CeredexMdCpVlEqI 9.21 -0.02 -28.5 -7.0 Bloomberg Barclays AGG Bond 0.01 6.08
TorMLPPipInsCl 7.73 0.20 -38.0 -38.7 HYCorAdml nr 5.43 0.02 -7.3 7.9 Primcp nr 117.49 -1.00 -15.5 24.3 GvSecUltShtBdI 10.00 0.01 0.5 5.5
Touchstone Family Fd: InfProAd n 26.99 -0.18 4.3 12.8 PrmcpCor n 22.78 -0.11 -18.4 14.5 VirtusFunds Cl A: THE WEEK'S TOP 25
FlexIncY 10.60 0.06 -1.8 8.8 InfTechIdx n 120.20 0.44 -3.8 73.9 SelValu nr 18.78 0.64 -30.7 -18.7 MulSStA p 4.52 0.01 -3.3 3.5
FocEqY 40.42 -0.01 -11.4 13.4 IntlGrAdml n 94.17 0.22 -8.4 27.8 STAR n 25.39 0.07 -7.1 19.0 SmCapSusA 36.75 1.48 -8.0 74.1 Fund Investment Objective One Week Year-to-Date
LagCapFoc A p 38.57 -0.02 -9.8 30.3 ITBondAdml n 12.34 0.00 5.4 17.7 STFed n 10.95 0.02 2.7 8.4 StratGrA p 17.87 0.26 -2.0 48.8
MdCpGrwY 28.94 0.24 -13.6 35.0 ITCorpIx n 24.48 0.01 0.6 15.9 STIGrade n 10.72 0.02 0.7 8.4 TactAllA p 9.72 0.12 -3.9 24.5 RBB Schneider Sm Cap Val / SCMVX Small-Cap Value 18.91% – 41.9%
MdCpY 33.54 0.63 -16.4 27.0 ITIGradeAdml n 10.19 0.03 3.0 15.5 STIPSixInv n 24.71 0.00 0.2 5.6 VirtusFunds Cl C: Hodges Sm Intr Val Rtl / HDSVX Small-Cap Core 18.78 – 32.9
SandsCapGrI 22.66 0.02 1.5 62.5 ITsryAdml n 12.09 -0.01 7.3 15.6 StratgcEq n 25.30 0.49 -24.3 -7.9 MulSStC p 4.58 0.01 -3.3 2.7
SandsCapGrY 13.32 0.01 1.3 60.7 ITTresIdx n 23.77 -0.04 7.4 15.9 StrSmCpEqInv n 23.98 0.66 -27.4 -16.5 VirtusFunds Cl I: Towle Deep Value / TDVFX Small-Cap Value 17.75 – 37.1
Tr for Credit Unions: LarCapAd n 65.74 -0.14 -11.5 26.1 STTsry n 10.84 0.00 2.9 7.9 EmMktI 9.29 0.20 -19.6 -5.9 Pzena Small Cap Val Inst / PZISX Small-Cap Value 17.40 – 31.6
UltShtDur TCU 9.36 -0.01 0.4 4.7 LTGradeAdml n 11.57 -0.13 7.5 33.7 TgtRe2015 n 14.61 0.04 -3.8 14.4 ForOppI 26.28 0.41 -12.8 11.1
TgtRe2020 n 30.47 0.11 -6.3 14.3
ICON Opportunities / ICONX Small-Cap Core 16.28 – 29.9
Transamerica A: LTsryAdml n 16.00 -0.24 23.8 47.4 IntSmCapI 15.35 0.56 -19.4 10.4
AsAlCnsrv p 10.10 0.04 -4.7 8.0 LTTresIdx n 34.42 -0.56 23.8 47.7 TgtRe2025 n 18.25 0.08 -8.0 14.2 MulSStI 4.52 0.00 -3.4 4.0 PGIM QMA Sm-Cap Val R6 / TSVQX Small-Cap Value 16.04 – 37.5
AsAIGrow p 10.44 0.08 -17.1 -0.6 MatIdx nr 55.26 1.29 -18.8 -4.5 TgtRe2030 n 32.99 0.15 -9.5 13.8 QualitySmCapI 16.43 0.48 -14.6 0.1 Invesco SC Value Y / VSMIX Small-Cap Core 15.43 – 32.8
AsAlMod p 10.27 0.05 -7.8 5.9 MidCpAdml n 180.81 0.40 -17.7 8.6 TgtRe2035 n 20.05 0.09 -11.0 13.3 SmCapSusI 37.64 1.52 -7.9 75.4
TgtRe2040 n 34.28 0.17 -12.4 12.7
Acclivity Smll Cp Val I / AXVIX Small-Cap Value 14.67 – 28.2
AsAlModGr p 10.50 NA NA NA MrgBkdIdx n 21.85 0.07 3.6 12.3 SmCpCorI 35.95 1.03 -12.4 50.4
Balanced 27.28 -0.01 -5.4 19.2 MuHYAdml n 11.03 -0.05 -5.0 10.8 TgtRe2045 n 21.31 0.11 -13.7 11.7 Vivaldi Merger: RMB Inv Fnl Svc I / RMBLX Financial Services 14.59 – 36.3
FocusA 29.57 -0.38 12.8 71.2 MuIntAdml n 14.16 -0.05 -1.3 9.5 TgtRe2050 n 34.31 0.17 -13.7 11.7 Arbitrage Fund 10.40 0.06 -1.0 8.6 LSV Small Cap Value Inst / LSVQX Small-Cap Value 14.16 – 34.6
Trust for Professional Ma: MuLTAdml n 11.54 -0.05 -2.1 12.2 TgtRe2060 n 32.91 0.16 -13.8 11.7 Voya Fds:
TgtRet2055 n 37.25 0.18 -13.8 11.7
Lord Abbett Foc SCV I / LMVYX Small-Cap Core 13.96 – 34.1
PrfTrtStrtBd Ins 22.08 0.02 -2.0 12.1 MuLtdAdml n 10.94 -0.02 -0.7 5.6 GNMA A 8.63 0.03 3.0 10.0
Tweedy Browne Fds: MuShtAdml n 15.76 0.00 0.0 4.5 TgtRetInc n 13.63 0.03 -2.6 13.5 GrOppI 45.90 -0.25 -4.6 44.0
PPM Small Cap Value Inst / PZSIX Small-Cap Value 13.82 – 31.7
GblValue n 23.19 0.38 -17.1 -5.2 NJLTAdml n 11.75 -0.12 -4.5 12.4 TotIntBdIxInv n 11.47 0.06 1.7 14.9 InmdBdA p 10.37 0.02 1.2 12.9 O'Shaughnessy SmCp Val I / OFSIX Small-Cap Value 13.75 – 35.2
NYLTAdml n 11.58 -0.07 -2.4 10.5 USGro n 42.95 -0.01 -0.2 56.4 InmdBdI 10.36 0.01 1.2 14.0 Invsc Oppen SP MLP In A / MLPDX Energy MLP Funds 13.69 – 38.1
U PacifAdml n
PALTAdml n
71.19
11.56
-0.02
-0.04
-17.2
-1.5
-2.2
13.4
USValue n
WellsI n
14.03
26.27
0.09
-0.16
-24.9
-3.1
-9.6
17.9
TRPGrEqI 76.86 0.17 -5.6 40.5
Federated Eq Advtg Inst / FEKIX Small-Cap Core 13.68 – 33.8
UM Funds:
BehavVal 42.44 NA NA NA
PrmcpAdml nr
RealEstatAdml n
121.78
104.09
-1.03
1.02
-15.5
-20.3
24.6
-0.3
Welltn n
Wndsr n
39.46
16.54
-0.09
0.04
-8.3
-22.9
19.4
-1.1 WXYZ Snow Capital SC Val Inst / SNWIX
Bridgeway Ultra-Sm Co / BRUSX
Small-Cap Value
Small-Cap Value
13.57
13.54
– 28.7
– 19.5
USAA Group: S&PSC600Idx 223.21 7.55 -27.1 -9.5 WndsrII n 30.04 0.25 -17.5 8.0 Wasatch:
500Indx Reward n 38.93 -0.11 NA NA SmCapAdml n 61.17 1.44 -22.7 -1.1 VANGUARD INDEX FDS: Undsc Mgr Beh Val L / UBVLX Small-Cap Core 13.42 – 32.3
CoreGr n 60.87 2.06 -15.3 27.3
CA Bd n 11.01 -0.03 NA NA SmGthAdml n 59.59 0.81 -14.6 20.8 500 n 261.61 -0.51 -11.9 25.3 IntlGr n 26.79 0.57 -13.6 9.3 Invsc Oppen SP MLP A+ Y / MLPNX Energy MLP Funds 13.41 – 51.1
CapGr n 9.13 0.02 NA NA STBondAdml n 10.82 0.01 3.1 9.9 ExtndIstPl 189.45 3.79 -19.5 3.9 MicCap n 6.74 0.22 -11.5 58.7 Gator Financial / GFFIX Mid-Cap Value 13.40 – 31.6
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

CrnrsMod n 13.67 0.02 NA NA STCorpIx n 21.93 0.01 0.4 9.4 FTAIWdInPl 89.75 0.99 -19.7 -3.5 SmCapGr n 33.81 0.81 -13.6 40.4
Growth n 90.39 0.11 -3.5 44.8 Hodges Rtl / HDPMX Mid-Cap Growth 13.37 – 30.6
CrnstModAggr n 22.97 0.03 NA NA STFedAdml n 10.95 0.02 2.8 8.8 UltraGr n 28.04 0.63 -1.4 78.8
ExtMktIn n 16.01 0.32 NA NA STIGradeAdml n 10.72 0.02 0.8 8.8 ITCorpIxInst 30.25 0.01 0.7 16.0 USTry n 23.13 -0.47 27.8 56.6 Invesco Sel Co A / ATIAX Small-Cap Core 13.23 – 23.2
Gr&Inc n 17.33 -0.07 NA NA STIPSIxAdm n 24.75 0.00 0.2 5.9 ITTresIdx Inst 29.50 -0.05 7.4 15.9
WCM Focus Funds: Bridgeway Omni TxMgSCV / BOTSX Small-Cap Value 13.19 – 34.0
Gr&TxStr n 19.94 -0.06 NA NA STsryAdml n 10.84 0.00 2.9 8.2 LTTresIdx Inst 43.69 -0.71 23.9 47.8
WCMFocIntlGrwIns 16.84 -0.09 -10.9 26.5 AMG Mg Skyline SpE N / SKSEX Small-Cap Core 13.16 – 29.2
20.74 -0.02 2.8 8.0 MdCpGrAdml n 61.39 -0.07 -10.0 26.3
Grwth n 25.09 -0.13 NA NA STTresIdx n Weitz Funds:
MdCpVlAdml n 45.81 0.28 -25.2 -7.2 Bridgeway Omni SCV / BOSVX Small-Cap Value 13.14 – 32.5
HiIncm n 6.76 0.04 NA NA TotBdAdml n 11.52 -0.02 5.1 16.6 PIIIOpp 14.22 0.20 -11.2 12.0
MidCp n 39.85 0.08 -17.7 8.2
Inco n 13.27 0.01 NA NA TotIntBdIdxAdm n 22.93 0.13 1.7 15.0 ShtDurIncInst 12.12 0.08 -0.8 5.4
RUSS2000IdxInst 193.14 4.23 -24.1 -6.4 THE WEEK'S BOTTOM 10
IncStk n 14.23 -0.05 NA NA TotIntlAdmIdx nr 23.86 0.29 -19.9 -4.4 ValueInv n 41.95 0.46 -10.5 22.3
SmCap n 61.15 1.43 -22.7 -1.4
Intl n 20.09 0.23 NA NA TotStAdml n 68.99 0.07 -13.0 22.1 Wells Fargo Adv Admi: Fund Investment Objective One Week Year-to-Date
SmValAdml n 41.50 1.38 -29.3 -17.0
IntmTerm n 13.09 -0.08 NA NA TxMBal nr 31.89 -0.05 -6.3 17.4 Growth 37.72 0.29 -3.8 53.9
TotBd n 11.52 -0.02 5.1 16.2
LgTerm n 12.88 -0.07 NA NA TxMCapAdml n 145.19 -0.09 -12.0 25.0 Wells Fargo Adv Cl A:
TotBd2 n 11.44 -0.01 4.8 16.0 Nvgtr Sentry Mgd Vol I / NVXIX Equity Mkt Neutral – 11.34% – 7.5%
Nasdaq100 n 24.36 -0.19 NA NA TxMIn nr 11.28 0.13 -19.9 -4.4 TotIntl n 14.26 0.17 -20.0 -4.5 AstAllA p p 13.12 NA NA NA
ntTerBd n 10.62 0.01 NA NA TxMSC nr 49.46 1.57 -26.9 -9.0 CA TF A 11.53 -0.05 -2.8 8.0 361 Mgd Futrs Str I / AMFZX Alt Mgd Futures – 3.58 – 19.2
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

TotSt n 68.97 0.07 -13.0 21.7


PrecMM n 18.66 -0.46 NA NA USGroAdml n 111.28 -0.02 -0.1 56.9 VANGUARD INSTL FDS: CmStkA p p 14.90 0.42 -24.2 -3.6 Gold Bullion Strat Inv / QGLDX Precious Metals Eq – 3.14 8.7
S&PIdx n 38.91 -0.11 NA NA UtilIxAd nr 61.62 -2.59 -13.6 19.4 BalInst 36.71 0.02 -5.7 21.2 DivCapBldr 9.59 -0.04 -11.0 15.4
SciTech n 22.30 -0.24 NA NA ValAdml n 37.38 -0.24 -19.4 8.9 IdxAstAllA 34.97 -0.11 NA NA Ascendant Deep Vl Bd I / AEQIX General Bond – 3.10 – 13.4
DevMktsIndInst 11.29 0.12 -19.9 -4.4
ShtT n 10.30 -0.01 NA NA WdsrllAdml n 53.31 0.45 -17.5 8.2 DevMktsInxInst 17.65 0.20 -19.9 -4.3 OmegaGwth 52.61 0.18 -3.9 53.0 PIMCO Extend Dur Inst / PEDIX Corp Debt BBB Rtd – 3.04 32.0
ShtTBdA n 9.04 0.03 NA NA WellsIAdml n 63.64 -0.39 -3.0 18.2 EmgMktInstPl 75.18 1.15 -19.4 -3.3 OpptyA 37.46 0.27 -14.5 16.5 Guggenheim MN RE Inst / GUMNX Real Estate – 3.01 9.7
SmCpStk n 12.41 0.33 NA NA WelltnAdml n 68.14 -0.16 -8.3 19.7 EmMkInst r 22.60 0.35 -19.4 -3.3 PremLgCoGrthA 12.88 0.03 -5.5 48.1
TarRet2020 n 11.11 0.02 NA NA WndsrAdml n 55.80 0.14 -22.8 -0.9 StrMunA 8.94 -0.02 -2.0 6.3 Amer Cent Gl Gold Inv / BGEIX Precious Metals Eq – 2.87 10.3
EuroInst 24.24 0.44 -21.7 -6.4
TarRet2030 n 11.15 0.02 NA NA VANGUARD FDS: ExDurTrsInst 51.65 -1.14 32.8 69.0 Wells Fargo Adv Inst: Catalyst Insidr Buying I / INSIX Multi-Cap Growth – 2.67 – 16.6
TarRet2040 n 10.82 0.02 NA NA CAIT n 11.86 -0.04 -1.1 9.5 ExtDurTreIntPl 129.68 -2.83 32.8 69.2 CoreBd 13.73 0.01 4.8 15.6 Putnam PnAgo Mgnd FS A / PPMFX Alt Mgd Futures – 2.64 0.6
TarRet2050 n 10.96 0.02 NA NA CALT n 12.24 -0.03 -1.5 12.6 ExtndInst 76.77 1.54 -19.5 3.9 Growth 41.94 0.32 -3.8 54.9
VA Bd n 11.09 -0.04 NA NA CapOp nr 57.75 -0.52 -15.5 20.4 MdCpVal 31.37 0.50 -25.6 -5.0 Savos Dynamic Hedging / SVDHX Abs Return – 2.42 – 20.1
FTAlWldIst r 84.75 0.93 -19.7 -3.6
ValueFd n 12.29 0.04 NA NA CapValue n 11.71 0.07 -19.6 0.9 FTScinst 19.25 -0.02 -11.7 30.7 ShDurGovBdI 9.87 0.01 2.7 7.7 THE LARGEST 25
WldGr n 21.85 0.05 NA NA DivdGro n 26.92 -0.17 -11.8 29.0 GrwthInst 90.38 0.12 -3.4 45.4 UlStInc 8.44 0.02 -0.5 6.0 Assets 3-Year* 1-Week YTD
DivrEq n 33.39 0.09 -12.2 24.1 InPrSeIn 11.00 -0.07 4.4 12.9 UlStMuInc 9.54 0.00 -0.2 3.9 Fund (billions) Investment Objective Return Return Return
V EmgMktSelStk n
Energy nr
17.61
29.96
0.29
0.43
-23.8
-36.7
-6.1
-34.3
InstIdx 252.81 -0.49 -11.8 25.7 Western Asset:
CoreBondA 13.25 NA NA NA
InstPlus 252.83 -0.48 -11.8 25.8 Fidelity Contrafund / FCNTX $80.0 Large-Cap Growth 13.7% 3.86% – 1.1%
VALIC: EqInc n 31.01 -0.33 -17.6 10.0 InstTStIdx 59.02 0.06 -13.0 22.1 CoreBondI 13.25 NA NA NA
CoreBd 11.90 0.00 2.8 14.3 Explr n 86.34 1.34 -17.4 20.0 InstTStPlus 59.02 0.06 -13.0 22.1 CoreBondIS 13.26 NA NA NA Vanguard Wellington Adm / VWENX 79.4 Mix Tgt All Gro 6.6 2.25 – 6.9
CoreVal 9.40 0.08 -19.8 2.0 EXPValFd n 25.32 0.97 -30.9 -16.2 ITBdInst 12.34 0.00 5.4 17.8 CorePlusBdA 11.93 NA NA NA American Funds Gro A / AGTHX 78.5 Large-Cap Growth 11.3 3.44 – 3.0
FrgnVal 7.37 NA NA NA FTAlWldInAdml n 26.73 0.29 -19.7 -3.7 ITBdInstPI 12.34 0.00 5.4 17.8 CorePlusBdI 11.95 NA NA NA American Funds Bal A / ABALX 68.3 Mix Tgt All Gro 6.6 2.11 – 4.7
GlobEq 6.89 0.05 NA NA GlbCapCyl Inv nr 6.94 0.01 -16.5 -25.0 LaCapInst 270.57 -0.59 -11.5 26.1 CorePlusBdIS 11.94 NA NA NA American Funds Inc A / AMECX 62.8 Mix Tgt All Mod 3.1 2.39 – 10.7
HighYdBd 7.12 NA NA NA GlbEq n 26.96 -0.01 -15.2 14.4 LTBdInst 16.66 -0.20 11.2 36.7 IntermedBdI 11.21 NA NA NA
HlthSci 20.65 NA NA NA GlobMinVolFdInv n 12.15 -0.07 -16.4 9.0 IntermedBdIS 11.22 NA NA NA Dodge & Cox Income / DODIX 61.0 Core Bond 4.7 0 2.3
LTBdInstPl 16.66 -0.20 11.2 36.8
InflPro 11.17 0.00 NA NA GloMinVolFdAdm n 24.32 -0.13 -16.3 9.3 LTCorplxinst 34.01 -0.46 2.6 28.8 IntermTermMuniA 6.09 NA NA NA American Funds EuPc R6 / RERGX 60.1 Intl Large-Cap Growth 2.1 2.91 – 15.4
IntlEq 5.78 0.07 NA NA GNMA n 10.85 0.04 3.6 11.8 MidCpInst 39.94 0.09 -17.6 8.7 IntermTermMuniI 6.09 NA NA NA PIMCO Income Inst / PIMIX 59.2 Multi-Sector Inc 2.5 0.56 – 5.6
IntlGro 11.67 0.17 -9.4 26.4 GroInc n 45.51 -0.08 -12.4 23.0 MidCpIstPl 196.98 0.43 -17.6 8.7 ManagedMuniA 15.29 NA NA NA American Funds CIB A / CAIBX 54.8 Global Equity Income 1.7 2.32 – 10.8
IntlSmCpEq 17.04 0.31 -17.6 3.7 HlthCare nr 196.81 -5.82 -2.8 28.8 RealEstaInstl 16.11 0.16 -20.3 -0.3 ManagedMuniI 15.35 NA NA NA Dodge & Cox Stock / DODGX 51.8 Large-Cap Value 1.6 6.21 – 19.2
LgCpGro 15.58 0.05 -9.9 46.0 HYCor nr 5.43 0.02 -7.3 7.6 Rs1000GrwIdxInst 332.52 -0.31 -4.1 49.8 MortgBackSecA 10.06 NA NA NA
MidCpIdx 18.69 0.48 NA NA InflaPro n 13.75 -0.09 4.3 12.5 MortgBackSecI 10.11 NA NA NA
PIMCO Tot Rtn Inst / PTTRX 51.8 Core Plus Bond 4.9 0.14 4.1
Rs1000Vl IdxInst 183.44 0.14 -21.0 1.0 American Funds ICA A / AIVSX 50.3 Large-Cap Core 5.8 3.57 – 9.4
MidCpVal 14.18 0.27 -25.9 -9.3 IntlExplr n 13.95 0.30 -22.2 -13.0 Russ1000IdxInst 249.44 -0.05 -12.3 24.2 NewYorkMuniA 12.67 NA NA NA
SciTech 26.26 -0.04 NA NA IntlGr n 29.60 0.07 -8.4 27.4 Russ3000Idx 245.25 0.26 -13.1 21.9 ShortTermBdIS 3.88 0.01 NA NA American Funds Wash A / AWSHX 48.7 Large-Cap Core 6.7 3.81 – 12.4
SmCpIdx 13.63 0.30 -24.2 -7.5 IntlVal n 29.10 0.43 -22.5 -8.0 SmCapInst 61.17 1.44 -22.7 -1.0 TotalRetUnconI 9.77 NA NA NA Vanguard PRIMECAP Adm / VPMAX 48.4 Large-Cap Core 8.8 3.92 – 12.7
SocResp 21.26 0.05 -12.4 23.8 INSTTRF2015 22.14 0.07 -3.7 14.7 SmCapIstPl 176.55 4.14 -22.7 -1.0 Westwood: MetWest Total Rtn I / MWTIX 46.0 Core Plus Bond 5.2 0.04 4.7
StckIdx 37.37 -0.08 -12.0 24.5 INSTTRF2020 22.59 0.08 -6.3 14.4 SmGthInst 47.72 0.65 -14.6 20.8 IncomeOppI 11.88 0.01 -6.2 11.4 DoubleLine Tot Rtn I / DBLTX 44.6 US Mortgage 3.2 0.39 0.2
StraBd 11.10 0.05 -3.3 7.7 INSTTRF2025 22.75 0.10 -8.0 14.4 SmValInst 23.20 0.77 -29.3 -17.0 Wilmington Funds:
ValUltra 16.98 NA NA NA INSTTRF2030 22.73 0.10 -9.5 13.9 BroadMktBdInst 10.22 -0.01 4.3 14.7
American Funds FInv A / ANCFX 43.6 Large-Cap Core 6.3 3.68 – 11.6
STBdIdxInstPl 10.82 0.01 3.1 10.0
Value Line Funds: INSTTRF2035 22.71 0.11 -10.9 13.4 STBDInst 10.82 0.01 3.1 10.0 Intl Inst 7.27 0.06 -18.6 -4.1 Fidelity Str Adv Cre Inc / FPCIX 42.3 General Bond 4.7 0.14 3.0
AstAlcClInv n 37.43 NA NA NA INSTTRF2040 22.67 0.11 -12.4 12.8 STCorpIxInst p 26.85 0.02 0.4 9.5 LgCpStrInst 21.45 -0.01 -12.0 24.5 Vanguard Wellesley Adm / VWIAX 42.1 Mix Tgt Alloc Con 6.0 0.96 – 2.1
Van Eck Funds: INSTTRF2045 22.57 0.11 -13.8 11.8 STIGradeInst 10.72 0.02 0.8 8.9 Wm Blair Funds Cl I: American Funds CWGI A / CWGIX 41.8 Global Large-Cap Core 3.7 3.42 – 12.8
EmgMktsY 14.98 NA NA NA INSTTRF2050 22.61 0.12 -13.8 11.8 STIPSIxins 24.77 0.00 0.3 6.0 IntlGthI r 26.35 0.58 -13.3 9.0 Vanguard Sh-Tm Inv Adm / VFSUX 41.1 Short Inv Grade 2.8 0.33 0.9
VANGUARD ADMIRAL: INSTTRF2055 22.70 0.12 -13.8 11.9 STTresIdx 26.05 -0.03 2.8 8.1 SmMidI r 23.76 0.25 -12.0 28.8 Vanguard Tgt Ret2025 Inv / VTTVX 39.7 Mixed-Asset Target 2025 5.0 2.66 – 6.6
400MCpIdxInst 214.35 5.48 -22.5 -3.9 INSTTRF2060 22.73 0.11 -13.8 11.8 TotBdInst 11.52 -0.02 5.1 16.6 Wm Blair Funds Inst:
500Adml n 261.62 -0.50 -11.8 25.7 INSTTRFINC 21.97 0.05 -2.5 13.7 TotBdInst2 11.44 -0.01 4.8 16.2 IntlGth 15.09 0.33 -13.0 9.7
T Rowe Price BC Gro / TRBCX 37.6 Large-Cap Growth 16.5 4.47 – 0.1
BalAdml n 36.70 0.02 -5.7 21.2 ITIGrade n 10.19 0.03 2.9 15.2 TotBdInstPl 11.52 -0.02 5.1 16.6 Wm Blair Funds R6: American Funds NPer A / ANWPX 37.1 Global Large-Cap Growth 8.6 3.33 – 8.7
CAITAdml n 11.86 -0.04 -1.1 9.8 ITTsry n 12.09 -0.01 7.2 15.2 TotIntBdIdxInst 34.41 0.19 1.7 15.2 EmgMktGth 12.21 0.33 -12.4 12.2 Vanguard Div Gro Inv / VDIGX 35.4 Equity Income 9.4 2.61 – 10.0
CALTAdml n 12.24 -0.03 -1.5 12.8 LifeCon n 20.10 0.07 -4.0 14.8 TotIntlInstIdx r 95.41 1.17 -19.9 -4.3 361 Global Long/Shor:
CapOpAdml nr 133.37 -1.20 -15.5 20.7 LifeGro n 31.86 0.16 -11.8 12.5 TotItlInstPlId r 95.43 1.17 -19.9 -4.3 Equity Fund 10.25 -0.15 -8.8 0.3 *Annualized 04/27/2017 to 04/30/2020. Through Thursday. Source: Lipper
M28 BARRON’S May 4, 2020

Weekly Closed-End Funds Data provided by

52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, May 1, 2020 Templeton Dragon (TDF) ................ N 20.76 17.70 – 14.7 – 4.7
General Equity Funds Second Helping: With another round of small business loans, and hopes rising for a Templeton Em Mkt (EMF) ...............
United Corps Ltd (UNC)-cy ...............
N 13.79
T 146.13
11.94
90.00


13.4
38.4
– 17.2
– 6.9
Adams Diversified Equity (ADX) ...... N 15.97 13.82 – 13.5 – 0.9
Boulder Growth & Income (BIF) ...... N 11.20 9.45 – 15.6 – 12.7 coronavirus therapy, the Dow and the Herzfeld averages both rose—climbing 3.5% VirtusTotalRetFd (ZF) .....................
Wells Fargo Gl Div Oppty (EOD) .......
N
N
8.11
4.48
8.21
3.97
+

1.2
11.4
– 3.1
– 15.8
Central Secs (CET)-c ........................ A 33.59 28.25 – 15.9 – 2.3
CohenStrsCEOppFd (FOF) .............. N 10.36 10.03 – 3.2 – 13.8 and 5%, respectively, for the week ended Thursday. 12 mos
Eagle Capital Growth (GRF)-c ........... A NA 6.46 NA – 10.5 Stock Market Prem Yield
EVTxAdvDivIncm (EVT) .................. N 19.29 18.32 – 5.0 – 17.1 51000 Net Asset Value Fund Name (Symbol) Exch NAV Price /Disc 3/31/20
Equus II (EQS) ................................
Foxby Corp. (FXBY) ........................
N
O
NA
2.41
1.18
NA
NA – 31.6
NA NA
55100 U.S. Mortgage Bond Funds
GabelliDiv&IncTr (GDV) ................. N 18.56 16.27 – 12.3 – 21.2 BlckRk Income (BKT) ...................... N 6.35 6.04 – 4.9 6.8
Gabelli Equity Tr (GAB)-h ................. N 4.30 4.34 + 0.9 – 22.2 45600 50700 First Trust Mtge Inc (FMY) .............. N 14.48 13.17 – 9.0 5.4
GeneralAmer (GAM) ....................... N 35.06 29.18 – 16.8 – 11.5 Invesco HI 2023 Tgt Term (IHIT) ..... N 7.72 7.34 – 4.9 8.0
JHancockTaxAdvDiv (HTD) ............ N 19.95 18.62 – 6.7 – 20.9 46300 Invesco HI 2024 Tgt Term (IHTA) .... N 6.78 6.05 – 10.8 8.9
Librty AllStr Eq (USA) ..................... N 5.50 5.18 – 5.8 – 11.1 *Herzfeld Nuveen Mortgage and Inc (JLS) ...... N 19.16 17.54 – 8.5 7.3
Librty AllStr Gr (ASG)-j ..................... N 5.51 5.24 – 4.9 – 1.2 40200 41900 Nuveen Multi-Market Inc (JMM)-c ... N 7.12 6.39 – 10.2 5.4
NuvTaxAdvTRStrat (JTA) ............... N 8.46 7.52 – 11.1 – 31.5 Closed-End Vertical Capital Income (VCIF) ........ N NA 9.37 NA NS
Royce Micro-Cap Tr (RMT) ............. N 7.58 6.43 – 15.2 – 16.2 Western Asset Mtg Oppty (DMO) .... N 12.72 12.91 + 1.5 14.0
Royce Value Trust (RVT) ................. N 12.66 10.95 – 13.5 – 17.8 Average 37500 Investment Grade Bond Funds
Source Capital (SOR) ...................... N 37.46 31.53 – 15.8 – 12.8 34800 3Q 4Q 1Q 2Q
BlRck Core Bond (BHK) .................. N 15.32 14.84 – 3.1 5.3
Special Opportunities (SPE) ............ N NA 10.02 NA – 21.1
Sprott Focus Trust (FUND) .............. O 6.38 5.49 – 13.9 – 15.5 % Disc/Prem From Net Asset Value BR Credit Alloc Inc (BTZ) .................
BR Enhcd Govt (EGF) ......................
N
N
13.96
13.58
13.10
13.00
– 6.2
– 4.3
7.0
3.7
Tri-Continental (TY) ........................ N 26.32 22.84 – 13.2 – 10.1 -4 Insight Select Income (INSI) ........... N 20.44 18.61 – 9.0 4.4
Specialized Equity Funds 29400 InvescoBond (VBF) ......................... N 19.95 18.34 – 8.1 4.2
Aberdeen Glb Prem Prop (AWP) ..... N 5.14 4.34 – 15.6 – 21.1 -7 J Han Income (JHS) ........................ N 14.97 13.98 – 6.6 4.7
Adams Natural Resources (PEO) .... N 12.11 10.20 – 15.8 – 34.0 MFS Govt Mkts (MGF) .................... N 4.85 4.74 – 2.3 7.3
AllianzGI AI & Tech Opps (AIO) ....... N 19.36 17.25 – 10.9 NS -10 MFS Intmdt (MIN) .......................... N 3.99 3.80 – 4.8 9.1
GI DivInt&PremStr (NFJ) ................ N 12.01 10.39 – 13.5 – 9.8 24000 Western Asset Inf-Lk Inc (WIA) ....... N 12.49 10.97 – 12.2 3.7
ASA Gold & Prec Met Ltd (ASA) ....... N 16.94 14.18 – 16.3 51.6 Western Asset Inf-Lk O&I (WIW) .... N 11.88 10.28 – 13.5 4.2
BR Enh C&I (CII) ............................. N 15.46 13.88 – 10.2 – 8.6 -13 WA Investment Grade Inc (PAI) ....... N 14.60 13.78 – 5.6 4.9
BlackRock Energy & Res (BGR) ...... N 7.90 6.86 – 13.2 – 37.8 Dow Industrials
WesternAssetPremBd (WEA) ......... N 12.94 12.31 – 4.9 6.4
BlackRock Eq Enh Div (BDJ) ........... N 7.94 7.06 – 11.1 – 12.4 18600 -16 Westn Asst IG Def Opp Tr (IGI) ........ N 20.18 19.40 – 3.9 4.7
BlackRock Enh Glbl Div (BOE) ......... N 10.39 9.07 – 12.7 – 9.2 3Q 19 4Q 19 1Q 20 2Q 20 3Q 19 4Q 19 1Q 20 2Q 20 Loan Participation Funds
BlackRock Enh Intl Div (BGY) .......... N 5.61 4.91 – 12.5 – 6.1 Apollo Senior Floating (AFT) ........... N NA 11.54 NA 9.98
BlackRock Hlth Sci Tr II (BMEZ) ...... N 20.65 19.34 – 6.3 NS The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in BR Debt Strategy (DSU) .................. N 10.37 9.05 – 12.7 9.1
BlackRock Hlth Sciences (BME) ...... N 39.58 39.98 + 1.0 11.2 BR F/R Inc Str (FRA) ....................... N 12.49 10.65 – 14.7 8.3
BlackRock Res & Comm (BCX) ....... N 6.78 5.49 – 19.0 – 25.2 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami.
BlackRock Floatng Rt Inc (BGT) ...... N 12.12 10.38 – 14.4 8.1
BlackRock Sci&Tech Tr II (BSTZ) .... N 20.70 18.97 – 8.4 NS 305-271-1900/www.herzfeld.com Blackstone / GSO Strat (BGB) .......... N 12.11 10.64 – 12.1 12.3
BlackRock Sci&Tech Trust (BST) .... N 32.43 32.40 – 0.1 5.8 Blackstone/GSO LS Cr Inc (BGX) ..... N 12.48 10.99 – 11.9 12.9
BlackRock Utl Inf & Pwr (BUI) ......... N 18.71 19.00 + 1.5 – 5.2 52 Week 52 Week Blackstone/GSO Sr Flt Rt (BSL) ....... N 13.39 12.00 – 10.4 10.8
CBRE ClrnGlbRlEst (IGR) ................ A 6.68 5.49 – 17.8 – 19.9 BNY Mellon Alct GCI 2024 (DCF) ..... N 7.13 6.94 – 2.7 9.2
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 2.35 NA – 72.0 Stock Market Prem Market Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return Eagle Point Credit (ECC) .................. N NA 6.28 NA 35.6
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 2.63 NA – 69.3 Eagle Point Income (EIC) ................ N NA 9.62 NA NS
ClearBridge MLP & Midstm (CEM) .. N NA 3.27 NA – 70.4 Nuv AC Engy MLP Opps (JMLP) ...... N 1.12 1.11 – 0.9 – 80.2 AGI Dvs Inc & Conv (ACV) ............... N 21.59 19.83 – 8.2 – 10.4 Eaton Vance F-R 2022 TT (EFL) ....... N 8.20 7.52 – 8.3 7.0
Cntr Cst Brkfld MLP&EI (CEN) ......... N 1.20 1.30 + 8.3 – 79.7 NuvCorEqAlpha (JCE) ..................... N 12.48 11.53 – 7.6 – 10.9 AGI Eqty & Conv Inc (NIE) ............... N 22.66 20.02 – 11.7 – 2.5 EtnVncFltRteInc (EFT) .................... N 12.34 10.55 – 14.5 9.6
ChnStrInfr (UTF) ............................. N 21.57 20.37 – 5.6 – 13.0 NuveenDiversDiv&Inc (JDD) .......... N 8.48 7.41 – 12.6 – 24.9 Bancroft Fund Ltd (BCV) ................. A 23.61 20.70 – 12.3 2.4 EtnVncFltRteIncPlus (EFF) .............. N 14.15 12.77 – 9.8 7.6
COHEN & STEERS MLP INC&E (MIE) N 2.47 2.08 – 15.8 – 75.0 Nuveen Engy MLP Tot Rtn (JMF) ..... N 1.45 1.43 – 1.4 – 82.4 CalamosConvHi (CHY) ................... N 10.16 9.44 – 7.1 – 7.3 EV SenFlRtTr (EFR) ......................... N 12.11 10.29 – 15.0 9.6
Cohen&SteersQualInc (RQI) ........... N 10.95 9.74 – 11.1 – 20.7 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 21.45 21.66 + 1.0 1.1 CalmosConvOp (CHI) ..................... N 9.63 8.78 – 8.8 – 10.5
CohenStrsREITPref (RNP) .............. N 19.97 17.52 – 12.3 – 10.4 EVSnrIncm (EVF) ........................... N 5.77 4.94 – 14.4 8.5
Nuv Real Est (JRS) .......................... A 8.29 6.95 – 16.2 – 26.6 Ellsworth G&I Fund Ltd (ECF) .......... A 10.76 9.59 – 10.9 4.1 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 11.91 10.16 – 14.7 8.7
Cohen&Steers TotRet (RFI) ............ N 11.46 11.19 – 2.4 – 12.0 Nuveen Rl Asst Inc & Gro (JRI) ........ N 12.83 10.89 – 15.1 – 26.7 Gabelli Conv Sec (GCV) ................... N 4.90 4.68 – 4.5 – 2.2
Columbia Sel Prm Tech Gr (STK) ..... N 18.04 19.84 + 10.0 – 1.4 FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 8.53 7.74 – 9.3 4.3
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

NuvS&P500DynOvFd (SPXX) ......... N 13.30 12.36 – 7.1 – 15.8 HiIncBd (PCF) ................................. N 7.74 7.31 – 5.6 – 11.0 Highland Income (HFRO) ................ N 11.82 7.34 – 37.9 12.4
Cushing Energy Income (SRF) ........ N 4.99 3.88 – 22.2 – 44.9 NuvSP500BuyIncFd (BXMX) .......... N 11.81 10.72 – 9.2 – 12.9 World Equity Funds
CushingMLPTotRet (SRV)-d ............ N 5.58 4.58 – 17.9 – 49.4 InvDYCrOpp (VTA) ......................... N 9.75 8.18 – 16.1 10.1
PIMGlbStkPI (PGP) ........................ N 6.84 7.95 + 16.2 – 28.6 AbrdnAusEq (IAF) ........................... A 4.37 3.87 – 11.4 – 19.0 InvSnrIncTr (VVR) .......................... N 3.88 3.25 – 16.2 8.4
Cushing Renaissance (SZC) ............ N 8.94 7.03 – 21.4 – 50.2 ReavesUtilityIncome (UTG) ............ A 28.62 29.72 + 3.8 – 7.9 Aberdeen Emg Mkts Eq Inc (AEF) .... A 6.42 5.49 – 14.6 – 25.0
DNP Select Income (DNP)-a ............. N 8.41 10.34 + 23.0 – 3.5 Nuveen Credit Strat Inc (JQC) ......... N 6.64 5.73 – 13.7 20.2
RMRRealEstInc (RIF) ..................... A 14.60 10.71 – 26.6 – 37.4 Aberdeen Glbl Dyn Div (AGD) .......... N 9.36 7.96 – 15.0 – 10.7 NuvFloatRateIncFd (JFR) ................ N 8.73 7.44 – 14.8 9.6
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 11.30 9.82 – 13.1 – 26.8 Salient Midstream & MLP (SMM) ... N 5.13 4.09 – 20.3 – 49.3 Aberdeen Japan Equity (JEQ) .......... N 8.10 6.64 – 18.0 – 4.7
Duff&Ph Sel MLP&MS Engy (DSE) . N 0.52 0.50 – 3.8 – 88.6 NuvFloatRteIncOppty (JRO) ........... N 8.66 7.37 – 14.9 9.7
Tortoise Energy Ind (NDP) .............. N NA 11.26 NA 57.1 Aberdeen Tot Dyn Div (AOD) ........... N 8.15 7.05 – 13.5 – 10.0 Nuveen Senior Income (NSL) .......... N 5.15 4.39 – 14.8 9.8
EtnVncEqtyInc (EOI) ....................... N 13.87 13.04 – 6.0 – 5.3 Tortoise Enrgy Infra Crp (TYG) ........ N NA 17.32 NA – 15.7
EtnVncEqtyIncoII (EOS) ................. N 15.78 15.65 – 0.8 – 1.1 Calamos GloDynInc (CHW) ............. N 6.59 6.36 – 3.5 – 14.9 Nuveen Sht Dur Crdt Opp (JSD) ...... N 12.94 11.00 – 15.0 10.3
Tortoise Ess Asst Inc Tm (TEAF) ..... N 13.68 10.72 – 21.6 – 41.6 Cdn Genl Inv (CGI)-y ........................ T 32.58 22.63 – 30.5 – 10.7 PionrFltRate Tr (PHD) ..................... N 9.72 8.26 – 15.0 8.1
EVRskMnDvsEqInc (ETJ) ............... N 9.21 8.86 – 3.8 3.2 Tortoise Midstream Enrgy (NTG) .... N NA 18.83 NA 52.2
ETnVncTxMgdBuyWrtInc (ETB) ..... N 12.81 12.99 + 1.4 – 11.1 Central and Eastern Euro (CEE) ....... N 22.72 18.98 – 16.5 – 22.1 THL Credit Senior Loan (TSLF) ........ N 13.85 11.98 – 13.5 10.1
Tortoise Pipelne & Enrgy (TTP) ....... N NA 14.73 NA 8.6 China (CHN) ................................... N 23.18 19.59 – 15.5 – 2.9 WA Corporate Loan (TLI) ................ N 8.64 7.83 – 9.4 9.3
EtnVncTxMgdBuyWrtOpp (ETV) ..... N 12.59 13.20 + 4.8 – 5.0 Tortoise Pwr & Engy Infr (TPZ) ....... N 10.98 9.29 – 15.4 – 44.2
EvTxMnDvsEqInc (ETY) ................. N 10.70 10.15 – 5.1 – 7.8 Delaware Enh Gl Div & In (DEX) ....... N 8.99 7.76 – 13.7 – 12.1 High Yield Bond Funds
Wells Fargo Ut & Hi Inc (ERH) ......... A 11.04 11.72 + 6.2 – 3.0 EV TxAdvGlbDivInc (ETG) ............... N 14.24 12.87 – 9.6 – 13.9 Aberdeen Inc Credit Str (ACP) ......... N 8.48 7.43 – 12.4 19.0
EtnVncTxMgdGlbB (ETW) .............. N 8.78 7.84 – 10.7 – 14.1
EVTxMnGblDvEqInc (EXG) ............. N 7.35 6.67 – 9.3 – 12.6
Income & Preferred Stock Funds EtnVncTxAdvOpp (ETO) ................. N 19.40 19.88 + 2.5 – 10.7 AllianceBernGlHiIncm (AWF) .......... N 10.89 9.58 – 12.0 8.1
First Trust Energy Inc G (FEN) ......... A 12.54 11.38 – 9.3 – 40.8 CalamosStratTot (CSQ) .................. N 11.23 11.04 – 1.7 – 7.0 Economic Inv Tr (N/A)-cy ................. T 142.31 98.90 – 30.5 – 7.0 Angel Oak FS Inc Trm (FINS) ........... N 18.56 16.42 – 11.5 NS
CohenStrsLtdDurPref&Inc (LDP) ... N 22.43 23.04 + 2.7 1.8 European Equity Fund Inc (EEA) ...... N 9.02 7.59 – 15.8 – 10.3 Barings Glb SD HY Bd (BGH) ........... N 12.33 10.82 – 12.2 15.5
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

First Tr Enhanced Eq (FFA) .............. N 14.04 13.29 – 5.3 – 6.5


First Tr Specialty Fn (FGB) ............... N 2.49 2.93 + 17.7 – 49.5 CohenStrsSelPref&Income (PSF) ... N 23.26 25.81 + 11.0 0.9 FirstTrAbEmergOp (FEO) ................ N 12.47 10.54 – 15.5 – 17.0 BR Corporate HY (HYT) .................. N 10.20 9.28 – 9.0 9.6
FirstTrEnergyInfra (FIF) .................. N 11.43 10.01 – 12.4 – 31.4 Del Div & Inc (DDF) ......................... N 8.17 8.66 + 6.0 – 29.4 FirstTr Dyn Euro Eq Inc (FDEU) ....... N 11.00 9.87 – 10.3 – 25.3 BlackRock Ltd Dur Inc (BLW) .......... N 14.86 13.02 – 12.4 8.1
FirstTrMLPEner&Inc (FEI) .............. N 6.73 5.76 – 14.4 – 44.5 Dividend and Income (DNI) ............. N 11.58 9.27 – 19.9 – 15.5 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 10.05 8.22 – 18.2 – 27.1 BNY Mellon Hi Yield Str (DHF) ......... N 2.71 2.35 – 13.3 10.7
Gab Gl Util & Inc (GLU)-h ................. A 15.13 15.68 + 3.6 – 9.0 Eagle Gr and Inc Opps (EGIF) .......... N 13.18 11.24 – 14.7 – 22.3 Gabelli Multimedia (GGT)-h ............. N 5.56 6.17 + 11.0 – 16.9 Brookfield Real Asst Inc (RA) .......... N 18.00 16.16 – 10.2 14.3
Gabelli Healthcare (GRX)-h .............. N 11.45 9.67 – 15.5 – 4.7 FirstTrIntDurPref&Inc (FPF) ........... N 20.54 20.25 – 1.4 – 2.5 GDL Fund (GDL) ............................. N 10.39 7.85 – 24.4 – 12.8 CrSuisHighYld (DHY) ..................... A 2.08 1.81 – 13.0 11.6
Gab Utility (GUT)-h .......................... N 3.86 6.71 + 73.8 9.9 Gabelli Go Anywhere Tr (GGO) ........ N 9.89 NA NA NA Herzfeld Caribb (CUBA) .................. O 4.39 3.60 – 18.0 – 34.1 CSAM Income Fd (CIK) ................... A 2.83 2.46 – 13.1 10.8
GAMCOGlGold&NatRes (GGN) ....... A 3.67 3.35 – 8.7 – 9.6 JHanPrefInc (HPI) .......................... N 17.10 17.83 + 4.3 – 16.9 Highland Global Alloc (HGLB) ......... N 9.36 5.04 – 46.2 – 53.3 DoubleLine Inc Sol (DSL) ................ N 12.82 12.40 – 3.3 14.0
GAMCO NR GLD & INC TR (GNT) .... N 5.16 4.62 – 10.5 – 4.8 JHPrefIncII (HPF) ........................... N 16.82 16.96 + 0.8 – 17.5 India Fund (IFN) .............................. N 17.08 14.08 – 17.6 – 24.4 DoubleLine Yld Opps (DLY) ............ N 17.30 NA NA NS
J Han Finl Opptys (BTO) .................. N 20.24 20.98 + 3.7 – 34.6 HnckJPfdInco III (HPS) .................. N 15.04 14.96 – 0.5 – 15.3 J Han Hdgd Ety & Inc (HEQ) ............ N 11.72 10.53 – 10.2 – 19.7 EVHiInc2021 (EHT) ........................ N 9.45 8.94 – 5.4 4.7
Macquarie/FirstTr Gl (MFD) ............ N 9.07 7.70 – 15.1 – 24.0 J Han Prm (PDT) ............................. N 11.91 12.63 + 6.0 – 18.9 JHancockTaxAdv Gl Sh Yld (HTY) ... N 5.82 5.13 – 11.9 – 19.2 First Tr Hi Inc Lng/Shrt (FSD) .......... N 14.35 12.58 – 12.3 10.1
Madison CovCall & Eq Str (MCN) .... N 6.28 5.51 – 12.3 – 8.6 LMP CapInco (SCD) ........................ N 10.69 9.58 – 10.4 – 19.4 Japan Smaller Cap (JOF) ................. N NA 7.14 NA – 11.1 Franklin Univ (FT)-a ......................... N 7.32 6.38 – 12.8 5.9
Neuberger Brmn MLP & EI (NML) ... N 3.38 2.82 – 16.6 – 59.9 Nuveen Pref & I 2022 Trm (JPT) ...... N 21.44 21.20 – 1.1 – 4.1 Korea (KF) ...................................... N 27.97 23.36 – 16.5 – 22.8 InvHighIncTrII (VLT) ...................... N 12.29 10.72 – 12.8 10.6
NubrgrRlEstSec (NRO) ................... A 3.69 3.32 – 10.0 – 26.3 Nuveen Pref & Inc Opp (JPC) .......... N 8.20 8.03 – 2.1 – 11.0 LazardGlbTotRetInc (LGI) ............... N 15.12 12.98 – 14.2 – 10.6 IVY HIGH INCOME OPP (IVH) ......... N 11.87 10.39 – 12.5 11.9
Nuv Dow 30 Dyn Overwrite (DIAX) .. N 14.21 13.07 – 8.0 – 21.4 Nuveen Fd (JPS) ............................. N 8.38 8.08 – 3.6 – 7.6 MexicoEqandIncmFd (MXE) ........... N 7.86 6.82 – 13.3 – 38.0 MFS IntmdHgInc (CIF) .................... N 2.22 2.02 – 9.0 11.7
Nuveen Pref & Inc Term (JPI) .......... N 20.72 20.29 – 2.1 – 8.1 Mexico (MXF) ................................. N NA 8.56 NA – 35.7 NeubHgYldStrt (NHS) ..................... N 10.30 9.61 – 6.7 11.1
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Nuveen TxAdvDivGr (JTD) .............. N 13.45 12.27 – 8.8 – 19.2 Miller/Howard High Inc E (HIE) ....... N 6.53 5.68 – 13.0 – 44.0 New Amer Hi Inc (HYB) ................... N 8.47 7.42 – 12.4 7.9
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. TCW Strat Income (TSI) .................. N NA 5.43 NA 6.0 MS ChinaShrFd (CAF)-J ................... N 22.42 18.72 – 16.5 – 16.6 NexPointStratOppty (NHF) ............. N 16.31 9.63 – 41.0 22.5
Vivaldi Opportunities (VAM) ........... N 11.73 10.78 – 8.1 NA MS India (IIF) .................................. N 17.22 13.87 – 19.5 – 33.1 Nuveen Crdt Opps 2022 TT (JCO) .... N 7.35 7.59 + 3.3 7.1
e-NAV assumes rights offering is fully subscribed. f-Rights offering
Convertible Sec's. Funds New Germany (GF) ......................... N 15.44 12.85 – 16.8 – 9.9 Nuveen Global High Inc (JGH) ......... N 13.90 11.95 – 14.0 10.1
in process. g-Rights offering announced. h-Lipper data has been ad- AdvntCnvrtbl&IncFd (AVK) ............. N 13.35 12.10 – 9.4 – 11.7 New Ireland (IRL) ........................... N 8.86 6.71 – 24.3 – 27.2 Nuveen Hi Inc 2020 Trgt (JHY) ........ N 9.27 9.03 – 2.6 3.3
justed for rights offering. j-Rights offering has expired, but Lipper AllianzGI Con & Inc 2024 (CBH) ...... N 8.44 7.66 – 9.2 – 11.5 RENN Fund (RCG) .......................... A NA 1.14 NA – 24.0 Nuveen Hi Inc 2023 Trgt (JHAA) ...... N 8.77 9.16 + 4.4 6.7
data not yet adjusted. l-NAV as of previous day. o-Tender offer in GI Conv & Inc (NCV) ....................... N 4.27 3.85 – 9.8 – 27.3 Royce Global Value Trust (RGT) ...... N 11.11 9.80 – 11.8 – 6.4 Nuveen HI Nov 2021 Tgt (JHB) ........ N 8.96 8.59 – 4.1 5.6
process. Source: Lipper AGI Conv & Inc II (NCZ) ................... N 3.82 3.44 – 9.9 – 26.5 Swiss Helvetia (SWZ) ..................... N 8.88 7.35 – 17.2 0.1 PGIM Global High Yield (GHY) ........ N 13.54 11.64 – 14.0 10.5

THREE YEAR TED SPREAD Market Sentiment LAST +0.17


Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate
1.5
1.4 Euphoria
0.6
1.3
1.2
0.3
1.1
1.0
0.9 0
0.8
0.7 -0.3
0.6 Panic
Friday's Close 0.42
0.5 -0.6
0.4
0.3 -0.9
0.2 A M J J A S O N D J F M A M
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
17 18 19 20 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
May 4, 2020 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 3/31/20 Fund Name (Symbol) Exch NAV Price /Disc 3/31/20 Fund Name (Symbol) Exch NAV Price /Disc 3/31/20 Fund Name (Symbol) Exch NAV Price /Disc Return
PGIM High Yield Bond (ISD) ........... N 14.17 12.16 – 14.2 10.0 DWS Muni Inc (KTF) ....................... N 11.67 10.27 – 12.0 4.7 Nuveen MI Qual Muni Inc (NUM) ..... N 15.34 13.00 – 15.3 4.1 ACAP Strategic:W (N/A) .................. z 15.52 NA NA 23.1
PioneerHilncmTr (PHT) .................. N 7.62 6.70 – 12.1 10.8 DWS Strat Mun (KSM) .................... N 11.25 9.92 – 11.8 5.3 Nuveen Minn Qual Mun Inc (NMS) .. A 14.20 13.01 – 8.4 4.3 BMO LGM Front ME;I (N/A) ............. z 6.22 NA NA – 30.6
Wells Fargo Income Oppty (EAD) .... A 7.55 6.70 – 11.3 10.4 EVMuniBd (EIM) ............................. A 13.29 11.98 – 9.9 4.4 Nuveen MO Qual Mun Inc (NOM) .... A 13.26 13.67 + 3.1 3.5 CalamosGlbTotRet (CGO) ............... z 9.59 9.56 – 0.3 – 12.7
WstAstHIF II (HIX) .......................... N 6.18 5.42 – 12.3 10.3 EVMuniIncm (EVN) ........................ N 12.92 11.56 – 10.5 4.9 Nuveen NJ Muni Value (NJV) .......... N 14.59 12.58 – 13.8 3.8 12 mos
Western Asset Hi Inc Opp (HIO) ...... N 4.92 4.30 – 12.6 8.3 EVNatMuniOpp (EOT) ..................... N 19.88 18.31 – 7.9 4.8 NuvNJ Qual Muni Inc (NXJ) ............. A 15.30 12.81 – 16.3 4.9 Stock Market Prem Yield
Western Asset Hi Yld D O (HYI) ....... N 14.11 12.78 – 9.4 8.5 FedPremMuInc (FMN) .................... N 14.38 12.68 – 11.8 4.8 Nuveen NY AMT/Fr Qual MI (NRK) .. A 13.90 12.03 – 13.5 4.5 Fund Name (Symbol) Exch NAV Price /Disc 3/31/20
Other Domestic Taxable Bond Funds InvAdvMuIncTrII (VKI) ................... A 11.11 9.98 – 10.2 5.3 Nuveen NY Val (NNY) ...................... N 9.68 9.04 – 6.6 3.8
Apollo Tactical Income (AIF) ........... N NA 11.43 NA 10.2 Invesco MuniOp (OIA) .................... N 6.88 6.56 – 4.7 5.8 Nuveen NY Muni Value 2 (NYV) ....... N 15.19 12.91 – 15.0 3.2 Loan Participation Funds
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 10.71 NA 11.9 InvescoMuOppTr (VMO) ................ N 12.44 11.35 – 8.8 5.2 Nuveen NY Qual Muni Inc (NAN) ..... N 14.37 12.73 – 11.4 4.5 1WS Credit Income (N/A) ................ z 16.89 NA NA 7.0
Barings Corporate Inv (MCI) ........... N NA 13.05 NA 8.7 InvescoMuTr (VKQ) ........................ N 12.43 11.19 – 10.0 5.3 Nuveen NY Sel Tx-Free (NXN) ......... N 13.75 12.54 – 8.8 3.7 AlphCntrc Prime Merid In (N/A) ....... z 9.87 NA NA NS
Barings Part Inv (MPV) ................... N NA 11.46 NA 9.5 InvescoQual Inc (IQI) ...................... N 12.66 11.43 – 9.7 5.2 Nuveen OH Qual Muni Inc (NUO) ..... N 16.69 14.15 – 15.2 3.6 Angel Oak Str Crdt:Inst (N/A) .......... z 19.56 NA NA 8.2
BlackRock Mlt-Sctr Inc (BIT) .......... N 14.97 13.21 – 11.8 10.7 InvTrInvGrMu (VGM) ..................... N 12.84 11.58 – 9.8 5.3 Nuveen PA Muni Value (NPN) ......... N 14.57 13.79 – 5.3 3.5 Axonic Alternative Inc (N/A) ............ z 19.77 NA NA 5.4
BlackRock Tax Muni Bd (BBN) ........ N 23.34 22.87 – 2.0 5.9 InvescoValMunInc (IIM) ................. N 15.34 13.75 – 10.4 5.1 Nuveen PA Qual Muni Inc (NQP) ..... N 14.86 12.89 – 13.3 4.7 Blackstone/GSO FR EI D (N/A)-a ....... z 20.23 NA NA 7.4
DoubleLine:Oppor Crdt Fd (DBL) .... N 17.59 18.28 + 3.9 7.6 MAINSTAY:MK DEFTR MUN OP (MMD) N 19.26 19.29 + 0.2 5.3 Nuveen VA Qlty Mun Inc (NPV) ....... N 14.00 12.71 – 9.2 4.1 Blackstone/GSO FR EI I (N/A)-a ........ z 20.20 NA NA 7.7
Duff&Ph Util Cor (DUC) .................. N 9.42 9.10 – 3.4 5.2 MFS HgIncMuniTr (CXE) ................ N 4.72 4.27 – 9.5 5.7 PIMCO CA (PCQ) ............................ N 12.96 15.47 + 19.4 5.6 Blackstone/GSO FR EI T (N/A)-a ....... z 20.16 NA NA 7.1
EVLmtDurIncm (EVV) ..................... A 12.17 10.64 – 12.6 9.6 MFS HgYldMuniTr (CMU) ............... N 4.25 3.84 – 9.6 5.7 PIMCOCAMuniII (PCK) ................... N 8.11 8.15 + 0.5 4.8 Blackstone/GSO FR EI T-I (N/A)-a ..... z 20.60 NA NA 7.1
Franklin Ltd Dur Income (FTF)-a ....... A 8.72 8.02 – 8.0 12.5 NeubrgrBrm (NBH)-a ....................... A 13.87 13.45 – 3.0 5.5 Pimco CA Muni III (PZC) ................. N 9.32 9.48 + 1.7 5.1 Blackstone/GSO FR EI U (N/A)-a ....... z 21.05 NA NA NS
J Han Investors (JHI) ...................... N 15.12 13.71 – 9.3 9.0 Nuveen AMT-Fr Mu Val (NUW) ........ N 15.89 14.44 – 9.1 3.8 PIMCO NY (PNF) ............................ N 10.83 10.65 – 1.7 5.6 Blstn Commnty Dev (N/A) ............... z 9.76 NA NA 3.6
KKR Income Opportunities (KIO) .... N NA 10.79 NA 13.6 Nuveen AMT-Fr Qlty Mun I (NEA) .... A 14.53 13.01 – 10.5 4.9 PIMCONYMuniII (PNI) ................... N 10.25 9.67 – 5.7 5.1 BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 76.65 NA NA NS
MFS Charter (MCR) ........................ N 8.29 7.87 – 5.1 9.0 Nuveen AMT-Fr Mu CI (NVG) .......... A 15.48 14.06 – 9.2 5.6 Pimco NY Muni III (PYN) ................. N 8.38 8.25 – 1.6 5.1 CLIFFWATER CL FD;I (N/A) ............. z 10.07 NA NA 1.5
Nuveen Taxable Muni Inc (NBB) ...... N 20.19 20.34 + 0.7 5.7 Nuveen Enh Muni Val (NEV) ............ N 14.02 12.97 – 7.5 5.2 Continuously Offered CNR Strategic Credit (N/A) .............. z 7.72 NA NA 10.6
PCM Fund (PCM) ............................ N 7.95 9.07 + 14.1 10.4 Nuveen Int Dur Mun Term (NID) ...... N 13.18 12.50 – 5.2 4.1 52 Week FedProj&TrFinanceTendr (N/A) ...... z 9.73 NA NA 3.9
PIMCO Corp & Inc Oppty (PTY) ....... N 11.26 14.04 + 24.7 11.2 Nuveen Int Dur Qlty Mun (NIQ) ........ N 13.82 13.14 – 4.9 2.9 Stock Market Prem Market FS Global Crdt Opptys D (N/A) ......... z NA NA NA NA
PIMCO Corp & Inc Strat (PCN) ........ N 11.69 14.75 + 26.2 9.4 Nuveen Mu Crdt Opps (NMCO) ....... N 11.42 11.30 – 1.1 NS Fund Name (Symbol) Exch NAV Price /Disc Return Garrison Capital Inc (GARS) ............ z NA 1.96 NA NA
PIMCOHilnco (PHK) ....................... N 4.63 5.00 + 8.0 14.6 NuvMuni2021TgtTerm (NHA) ......... N 9.85 9.60 – 2.5 1.8 Schrdrs Opp Inc;A (N/A)-a ............... z 23.26 NA NA NS
PIMCO IncmStrFd (PFL) ................. N 8.66 8.89 + 2.7 11.9 Nuv Muni Credit Income (NZF) ........ A 14.84 13.23 – 10.8 5.8 Specialized Equity Funds
Schrdrs Opp Inc;A2 (N/A)-a ............. z 23.23 NA NA NS
PIMCO IncmStrFd II (PFN) .............. N 7.80 7.85 + 0.6 11.8 NuvMuniHiIncOpp (NMZ) ............... A 12.22 12.11 – 0.9 5.9 Bluerock Total Inc+ RE:A (N/A) ........ z 30.17 NA NA 5.4 Schrdrs Opp Inc;I (N/A)-a ................ z 23.28 NA NA NS
Putnam Mas Int (PIM) .................... N 4.18 4.25 + 1.7 8.5 Nuveen Muni Inc (NMI) ................... N 10.59 10.17 – 4.0 4.1 Bluerock Total Inc+ RE:C (N/A) ........ z 28.84 NA NA 4.6 Schrdrs Opp Inc;SDR (N/A)-a .......... z 23.30 NA NA NS
Putnam Prem Inc (PPT) .................. N 4.62 4.62 + 0.0 9.0 Nuveen Muni Val (NUV) .................. N 10.08 9.59 – 4.9 3.8 Bluerock Total Inc+ RE:I (N/A) ......... z 30.69 NA NA 5.7 Invesco Sr Loan A (N/A)-a ................ z 5.56 NA NA 5.6
Wells Fargo Multi-Sector (ERC) ...... A 11.10 9.98 – 10.1 11.9 Nuveen Quality Muni Inc (NAD) ....... N 14.75 13.11 – 11.1 4.9 Bluerock Total Inc+ RE:L (N/A) ........ z 29.95 NA NA 5.1 Invesco Sr Loan C (N/A)-a ................ z 5.57 NA NA 4.7
World Income Funds Nuveen Sel Mat (NIM) ..................... N 10.38 9.68 – 6.7 3.2 Broadstone Rl Est Acc:I (N/A) .......... z 9.54 NA NA – 3.2 Invesco Sr Loan IB (N/A)-a ............... z 5.56 NA NA 5.9
Nuveen Sel TF (NXP) ....................... N 15.56 14.63 – 6.0 3.7 Broadstone Rl Est Acc:W (N/A) ....... z 9.53 NA NA – 3.5 Invesco Sr Loan IC (N/A)-a ............... z 5.56 NA NA 5.7
Abrdn AP IncFd (FAX) ..................... N 4.28 3.56 – 16.8 6.8 CC Real Estate Income;A (N/A)-a ...... z 7.24 NA NA – 19.6
Aberdeen Global Income (FCO) ....... N 6.09 5.59 – 8.2 10.6 Nuveen Sel TF 2 (NXQ) .................... N 14.74 13.95 – 5.4 3.6 Invesco Sr Loan Y (N/A)-a ................ z 5.56 NA NA 5.9
BlackRock 2022 Gl Inc Op (BGIO) ... N 7.94 7.88 – 0.8 7.8 Nuveen Sel TF 3 (NXR) .................... N 15.98 14.97 – 6.3 3.5 CC Real Estate Income;Ad (N/A)-a .... z 6.89 NA NA – 24.2 Pioneer Sec Inc (N/A) ...................... z 6.64 NA NA NS
BrndywnGLB Glb Inc Oppts (BWG) . N 12.79 11.07 – 13.4 7.0 PIMCO MuniInc (PMF) .................... N 11.85 12.32 + 4.0 5.6 CC Real Estate Income;C (N/A)-a ...... z 6.99 NA NA – 23.3
CC Real Estate Income;I (N/A)-a ....... z 7.24 NA NA – 19.6 High Yield Bond Funds
EtnVncStDivInc (EVG) .................... N 12.17 11.18 – 8.1 7.9 PIMCOMuniIncII (PML) .................. N 11.20 12.15 + 8.5 6.2 Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 7.7
First Tr/Ab Glbl Inc (FAM) ................ N 10.22 9.07 – 11.3 9.8 Pimco Muni III (PMX) ..................... N 10.19 10.58 + 3.8 5.5 CC Real Estate Income;T (N/A)-a ...... z 7.02 NA NA – 20.8
Clarion Partners REI D (N/A)-a ......... z 9.71 NA NA NS Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 7.7
MS EmMktDomDebt (EDD) ............ N 6.42 5.31 – 17.3 10.1 PioneerHilncAdv (MAV) .................. N 11.56 10.12 – 12.5 4.5 Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 7.6
Ms EmMktDebtFd (MSD) ................ N 9.10 7.56 – 16.9 6.6 PioneerMunHiIcmT (MHI) .............. N 12.37 10.89 – 12.0 5.2 Clarion Partners REI I (N/A)-a ........... z 9.70 NA NA NS
Clarion Partners REI S (N/A)-a .......... z 9.70 NA NA NS Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 7.7
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 6.55 6.36 – 2.9 7.3 Putnam Mgd Inc (PMM) ................. N 7.25 6.73 – 7.2 5.7 Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 7.7
PIMCO Dyn Crd & Mrt Inc (PCI) ....... N 16.88 17.05 + 1.0 14.4 Putnam Muni Opp (PMO) ................ N 12.57 11.79 – 6.2 5.4 Clarion Partners REI T (N/A)-a .......... z 9.70 NA NA NS PIMCO Flexible Cr I;A-2 (N/A) .......... z 7.75 NA NA NS
PIMCO Dynamic Income (PDI) ........ N 20.84 23.15 + 11.1 13.1 RiverNorth Flex Muni Inc (RFM) ...... N 20.08 NA NA NS FS Energy Total Return A (N/A) ....... z 6.51 NA NA – 37.3 PIMCO Flexible Cr I;A-4 (N/A) .......... z 7.75 NA NA 11.7
PIMCO Income Opportunity (PKO) .. N 19.71 20.20 + 2.5 10.8 RiverNorth Mgd Dur Mun I (RMM) .. N 16.67 16.55 – 0.7 NS FS Energy Total Return I (N/A) ......... z 6.51 NA NA – 37.2 PIMCO Flexible Cr I;Inst (N/A) ......... z 7.75 NA NA 12.6
PIMCO Stratg Inc (RCS) .................. N 5.62 6.55 + 16.5 11.2 RiverNorth Opps Muni Inc (RMI) ..... N 20.80 19.90 – 4.3 3.7 Griffin Inst Access RE:A (N/A) ......... z 25.40 NA NA – 3.4 PionrILSBridge (N/A) ..................... z 10.00 NA NA 0.0
StoneHarbor EM Tot Inc (EDI) ......... N 5.98 6.50 + 8.7 14.6 Western Asset Mgd Muni (MMU) .... N 12.56 11.41 – 9.2 5.3 Griffin Inst Access RE:C (N/A) ......... z 24.54 NA NA – 4.1 WA Middle Mkt Dbt (N/A) ................ z 543.93 NA NA 9.9
StoneHarbor Emg Mkts Inc (EDF) ... N 5.25 6.10 + 16.2 19.7 Western Asset Mun Hi Inc (MHF) .... N 7.42 6.77 – 8.8 4.4 Griffin Inst Access RE:I (N/A) .......... z 25.71 NA NA – 3.1 WA Middle Mkt Inc (N/A) ................. z 524.49 NA NA 11.3
Templeton Em Inc (TEI) .................. N 8.73 7.38 – 15.5 9.7 WstAstMuniPrtnrs (MNP) .............. N 15.10 13.45 – 10.9 4.6 NexPointHCOpp;A (N/A) ................. z NA NA NA NA
NexPointHCOpp;C (N/A) ................. z NA NA NA NA Other Domestic Taxable Bond Funds
Templtn Glbl Inc (GIM) ................... N 6.31 5.35 – 15.2 6.6 Westn Asst Mu Def Opp Tr (MTT) .... N 19.50 18.55 – 4.9 4.3 Am Beacon Apollo TR:T (N/A)-a ....... z 9.61 NA NA NS
Virtus Gl MSec Inc (VGI) ................. N 11.18 9.89 – 11.5 13.8 Single State Muni Bond NexPointHCOpp;Z (N/A) ................. z NA NA NA NA
NexPointRlEstStrat;A (N/A)-a .......... z 13.83 NA NA – 26.6 Am Beacon Apollo TR:Y (N/A)-a ....... z 9.61 NA NA 3.4
WstAstEmergDebt (EMD) ............... N 12.94 10.86 – 16.1 11.0 BlackRock CA Mun (BFZ) ................ N 14.25 12.27 – 13.9 3.9 Am Beacon SP Enh Inc:T (N/A)-a ...... z 8.63 NA NA NS
Western Asset Gl Cr D Op (GDO) ..... N 16.49 15.68 – 4.9 7.9 BlckRk FL Muni 20 (BFO) ................ N 14.79 14.56 – 1.6 1.1 NexPointRlEstStrat;C (N/A)-a .......... z 13.98 NA NA – 26.8
Am Beacon SP Enh Inc:Y (N/A)-a ...... z 8.63 NA NA 5.7
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WstAstVarRte (GFY) ....................... N 15.73 14.80 – 5.9 6.2 BlackRock MA Tax-Exempt (MHE) .. N 12.91 12.25 – 5.1 3.9 NexPointRlEstStrat;Z (N/A)-a ........... z 13.97 NA NA – 26.0
PREDEX;I (N/A) .............................. z 26.07 NA NA 3.4 BR Credit Strat;A (N/A) ................... z 9.10 NA NA NS
National Muni Bond Funds BlackRock MD Mun Bd (BZM) ......... N 14.21 13.50 – 5.0 3.4 BR Credit Strat;Inst (N/A)-a .............. z 9.10 NA NA 5.4
BR MH CA Qly Fd Inc (MUC) ............ N 14.61 12.78 – 12.5 4.2 PREDEX;T (N/A) ............................. z 26.14 NA NA 3.4 BlackRock Mlt-Sctr Oppty (N/A) ...... z 73.86 NA NA 10.1
AllBerNatlMunInc (AFB) ................. N 13.94 12.72 – 8.8 4.3 PREDEX;W (N/A) ............................ z 26.14 NA NA 3.4
BlckRk Inv Q Mun (BKN) ................. N 15.00 14.84 – 1.1 4.6 BR MH NJ Qly (MUJ) ....................... N 14.57 12.44 – 14.6 5.1 BlackRock Mlt-Sec Opp II (N/A) ...... z 74.74 NA NA 8.4
BR MH NY Qly (MHN) ..................... N 14.01 12.26 – 12.5 4.3 Principal Dvs Sel RA A (N/A) ........... z 19.84 NA NA NS Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 9.3
BlckRk L-T Muni Adv (BTA) ............. N 11.29 11.00 – 2.6 5.5 Principal Dvs Sel RA Ins (N/A) ......... z 19.86 NA NA NS
BR Mu InDur (MUI) ......................... N 14.68 13.25 – 9.7 4.0 BlkRkMunyldAZ (MZA) ................... N 13.62 12.51 – 8.1 4.2 Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 10.1
BR MuniYld CA (MYC) .................... N 14.54 13.07 – 10.1 4.0 Principal Dvs Sel RA Y (N/A) ........... z 19.90 NA NA NS Carlyle Tact Pvt Cred:L (N/A) ........... z NA NA NA 9.7
BR MuniNY IntDu (MNE) ................ N 14.54 14.18 – 2.5 3.1 Resource RE Div Inc:A (N/A) ........... z 9.60 NA NA – 4.8
BlackRock Muni 2020 (BKK) ........... N 15.07 14.77 – 2.0 1.8 BR MuniYld CA Qly (MCA) ............... N 14.61 12.90 – 11.7 4.3 Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA 10.1
BR MuniYld MI Qly (MIY) ................ N 14.78 12.76 – 13.7 4.6 Resource RE Div Inc:C (N/A) ........... z 9.59 NA NA – 5.3 Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 9.8
BlackRock Muni 2030 Tgt (BTT) ...... N 24.16 22.15 – 8.3 3.3 Resource RE Div Inc:I (N/A) ............ z 10.00 NA NA – 4.6
BlackRock Mun Bd (BBK) ................ N 15.15 13.90 – 8.3 4.7 BR MuniYld NJ (MYJ) ..................... N 14.56 12.82 – 12.0 5.6 CION Ares Dvsfd Crdt;A (N/A)-a ....... z NA NA NA 6.3
BlackRock Muni (BFK) .................... N 13.01 12.08 – 7.1 5.3 BR MuniYld NY Qly (MYN) .............. N 13.46 11.92 – 11.4 4.3 Resource RE Div Inc:L (N/A) ........... z 9.60 NA NA – 5.0 CION Ares Dvsfd Crdt;C (N/A)-a ....... z NA NA NA 6.3
BlackRock Muni II (BLE) ................. N 13.56 13.17 – 2.9 5.3 BR MuniYld PA Qly (MPA) ............... N 14.85 12.89 – 13.2 4.3 Resource RE Div Inc:W (N/A) .......... z 9.75 NA NA – 4.7 CION Ares Dvsfd Crdt;I (N/A)-a ......... z NA NA NA 6.3
BlckRk Mun Inc Inv (BBF) ............... N 12.75 11.48 – 10.0 5.5 BlckRk NY Muni Inc Qly (BSE) ......... N 14.07 12.13 – 13.8 4.0 SharesPost 100;A (N/A) .................. z 30.43 NA NA 2.9 CION Ares Dvsfd Crdt;L (N/A)-a ........ z NA NA NA 6.3
BlckRk Muni Inc Qly (BYM) ............. N 14.31 12.99 – 9.2 4.4 BlackRock NY Mun Bd (BQH) .......... N 14.99 14.41 – 3.9 4.0 SharesPost 100:I (N/A) ................... z 30.61 NA NA 3.2 CION Ares Dvsfd Crdt;U (N/A)-a ....... z NA NA NA NS
BlckRk Muni Inc Inv Qly (BAF) ......... N 14.16 13.49 – 4.7 4.7 BlackRock NY Mun (BNY) ............... N 13.93 12.60 – 9.5 4.3 SharesPost 100:L (N/A) .................. z 30.27 NA NA 2.7 CION Ares Dvsfd Crdt:U2 (N/A)-a ..... z NA NA NA NS
BR MuniAssets Fd (MUA) ............... N 12.83 12.58 – 1.9 5.0 BlackRock NY Mun II (BFY) ............. N 14.33 12.51 – 12.7 4.7 USQ Core Real Estate:I (N/A) ........... z 25.49 NA NA 2.9 CION Ares Dvsfd Crdt;W (N/A)-a ...... z NA NA NA 6.3
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

BR MuniEnhanced (MEN) ............... N 11.17 10.21 – 8.6 4.7 BlackRock VA Mun (BHV) ............... N 14.28 15.06 + 5.5 3.7 USQ Core Real Estate:IS (N/A) ........ z 25.50 NA NA 2.9 CNR Select Strategies (N/A) ............ z 10.86 NA NA 0.0
BR MuniHoldng2 (MUH) ................. N 14.30 13.44 – 6.0 5.1 Del CO Muni Inc (VCF) ..................... A 13.97 13.44 – 3.8 4.1 Versus Cap MMgr RE Inc:I (N/A) ..... z 26.57 NA NA NE GL Beyond Income (N/A) ................ z 1.11 NA NA NE
BR MuniHoldings Qly (MFL) ........... N 13.49 12.40 – 8.1 4.5 Del MN II (VMM) ............................. A 13.87 12.50 – 9.9 3.6 Versus Capital Real Asst (N/A) ........ z 24.31 NA NA – 0.6 KKR CREDIT OPPTY;I (N/A)-a .......... z NA NA NA NS
BR MH Qly (MUS) ........................... N 12.77 11.51 – 9.9 4.6 EVCAMuniBd (EVM) ....................... A 12.09 10.41 – 13.9 4.3 Wildermuth Endwmnt:A (N/A) ........ z 13.48 NA NA 1.6 Lord Abbett Cred Opps Fd (N/A)-a .... z 8.23 NA NA NS
BR MH Qly 2 (MUE) ......................... N 12.94 11.70 – 9.6 4.6 EVCAMuniIncm (CEV) .................... A 13.69 12.23 – 10.7 4.3 Wildermuth Endwmnt:C (N/A) ........ z 13.07 NA NA 0.9 Lord Abbett Cred Opps Fd (N/A)-a .... z 8.23 NA NA 9.2
BR MuniHoldngs (MHD) ................. N 15.31 13.93 – 9.0 5.4 Eaton Vance NY Muni Bd (ENX) ....... A 12.63 10.86 – 14.0 4.4 Wildermuth Endowment:I (N/A) ...... z 13.62 NA NA 2.0 Palmer Square Opp Inc (N/A) .......... z 14.60 NA NA 7.5
BR MuniVest Fd (MVF) .................... N 8.75 7.98 – 8.8 5.3 EVNYMuniIncm (EVY) .................... A 13.90 11.85 – 14.7 4.3 Income & Preferred Stock Funds Resource Credit Inc:A (N/A) ............ z 8.87 NA NA 4.6
BR MuniVest 2 (MVT) ..................... N 13.71 12.60 – 8.1 5.3 InvCaValMuIncTr (VCV) ................. N 12.65 11.22 – 11.3 4.8 A3 Alternative Cr (N/A) .................... z 10.36 NA NA NS Resource Credit Inc:C (N/A) ............ z 8.96 NA NA 4.1
BR MuniYield Fd (MYD) .................. N 13.49 12.34 – 8.5 5.5 InvPAValMuIncTr (VPV) ................. N 13.02 11.47 – 11.9 5.2 Calamos L/S Eqty and DI (CPZ) ....... z 17.15 15.05 – 12.2 NS Resource Credit Inc:I (N/A) ............. z 8.89 NA NA 4.8
BR MuniYld Invest Qly (MFT) .......... N 12.90 11.92 – 7.6 5.2 InvTrInvGrNYMu (VTN) .................. N 13.27 11.58 – 12.7 5.1 Destra Multi-Altrntv;A (N/A)-a .......... z 11.92 NA NA – 7.4 Resource Credit Inc:L (N/A) ............ z 8.86 NA NA 4.5
BR MuniYield Qlty (MQY) ................ N 14.90 13.88 – 6.8 4.6 NeubrgrBrmCA (NBW)-a ................. A 14.14 12.04 – 14.9 4.4 Destra Multi-Altrntv;C (N/A)-a .......... z 11.45 NA NA – 8.1 Resource Credit Inc:W (N/A) ........... z 8.86 NA NA 4.6
BR MuniYld Qlty2 (MQT) ................ N 13.02 11.99 – 7.9 4.4 NeubrgeBrmNY (NBO)-a .................. A 12.87 11.00 – 14.5 4.3 Destra Multi-Altrntv;I (N/A)-a ........... z 12.15 NA NA – 7.2 Thrivent Church Ln&Inc:S (N/A)-a ... z 10.72 NA NA 3.1
BR MuniYld Qly 3 (MYI) .................. N 13.54 12.13 – 10.4 4.5 Nuveen AZ Qual Muni Inc (NAZ) ...... N 14.17 12.36 – 12.8 4.2 Destra Multi-Altrntv;L (N/A)-a .......... z 11.61 NA NA – 7.9 World Income Funds
BR MuniYldInv (MYF) ..................... N 13.24 12.20 – 7.9 5.6 Nuveen CA AMT-F Qual MI (NKX) .... A 15.55 14.00 – 10.0 4.4 Flat Rock Opportunity (N/A) ............ z 14.97 NA NA – 16.9 Destra Int&Evt-Dvn Crd:A (N/A) ...... z 21.95 NA NA 6.2
BlckRk Str Muni (BSD) .................... N 13.02 12.23 – 6.1 5.4 Nuveen CA Val (NCA) ...................... N 10.32 9.60 – 7.0 3.5 The Relative Value:CIA (N/A) ........... z 22.99 NA NA – 5.4 Destra Int&Evt-Dvn Crd:I (N/A) ....... z 21.95 NA NA 6.5
BNY Mellon Muni Bd Infra (DMB) .... N 12.94 12.17 – 6.0 5.2 Nuveen CA Muni Value 2 (NCB) ....... N 15.66 13.95 – 10.9 3.6 Variant Altrntv Inc:Inst (N/A) ........... z 26.35 NA NA 8.8 Destra Int&Evt-Dvn Crd:L (N/A) ...... z 21.94 NA NA 5.9
BNY Mellon Muni Income (DMF) ..... A 8.44 8.03 – 4.9 5.2 NuveenCAQtyMuInc (NAC) ............. N 15.10 13.52 – 10.5 4.7 Variant Altrntv Inc:Inv (N/A) ............ z 26.35 NA NA 8.5 Destra Int&Evt-Dvn Crd:T (N/A) ...... z 21.93 NA NA 5.6
BNY Mellon Str Muni Bond (DSM) ... N 7.46 6.88 – 7.8 5.7 Nuveen CA Sel Tx-Free (NXC) .......... N 15.23 14.39 – 5.5 3.6 Convertible Sec's. Funds National Muni Bond Funds
BNY Mellon Strat Muni (LEO) .......... N 7.65 7.24 – 5.4 5.8 NuvGA Qual Muni Inc (NKG) ........... A 13.51 11.54 – 14.5 3.8 Calmos Dyn Conv and Inc (CCD) ..... z 18.49 17.06 – 7.7 – 0.6 PIMCO Flex Mun Inc;A-3 (N/A)-a ...... z 10.03 NA NA NS
Del Inv Natl Muni Income (VFL) ....... A 13.18 11.35 – 13.9 4.7 Nuveen MA Qual Muni Inc (NMT) .... N 14.12 13.11 – 7.2 3.7 World Equity Funds PIMCO Flex Mun Inc;Inst (N/A)-a ..... z 10.03 NA NA 3.2
DTF Tax-Free Income (DTF) ............ N 15.09 13.40 – 11.2 3.3 Nuveen MD Qual Muni Inc (NMY) .... N 13.90 12.00 – 13.7 4.4 ACAP Strategic:A (N/A) ................... z 20.87 NA NA 22.2 Tortoise Tax-Adv Soc Inf (N/A)-a ...... z 9.35 NA NA 5.2

TOP SAVINGS DEPOSIT YIELDS


Money Market Account1 One-Year CDs Five-Year CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
CIT Bank Livingstn,NJ (855)462-2652 1 1.54 (CD) 1.55 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.49 (CM) 1.50 Travis CU Concord,CA (800)435-4040 500 1.98 (CM) 2.00
First Internet Bank Indianapolis,IN (888)873-3424 100 1.50 (CM) 1.51 Ally Bank Philadelphia,PA (877)247-2559 1 1.49 (CD) 1.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 1.75 (CM) 1.76
American Express Salt Lake City,UT (800)446-6307 1 1.49 (CD) 1.50 Discover Bank Greenwood,DE (800)347-7000 2500 1.49 (CD) 1.50 CIT Bank Livingstn,NJ (855)462-2652 1000 1.69 (CD) 1.70
Dollar Savings Direct Ossining,NY (866)395-8693 1 1.49 (CD) 1.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 1.45 (CM) 1.46 Popular Direct New York,NY (800)274-5696 10000 1.64 (CD) 1.65
Axos Bank San Diego,CA (877)541-2634 25000 1.29 (CD) 1.30 CIT Bank Livingstn,NJ (855)462-2652 1000 1.44 (CD) 1.45 Ally Bank Philadelphia,PA (877)247-2559 1 1.59 (CD) 1.60
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
First Internet Bank Indianapolis,IN (888)873-3424 1000 1.20 (CM) 1.21 Discover Bank Greenwood,DE (800)347-7000 2500 1.49 (CD) 1.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.85 (CM) 0.85
Emigrant Direct New York,NY (800)836-1997 1000 1.00 (CD) 1.00 Capital One 360 Wilmingtn,DE (877)469-0232 1 1.39 (CM) 1.40 Popular Direct New York,NY (800)274-5696 10000 0.75 (CD) 0.75
Dollar Savings Direct Ossining,NY (866)395-8693 1000 1.00 (CD) 1.00 TIAA Bank Jackson,FL (888)882-3837 5000 1.19 (CD) 1.20 TIAA Bank Jackson,FL (888)882-3837 5000 0.70 (CD) 0.70
My Savings Direct Ossining,NY (877)752-1919 1000 1.00 (CD) 1.00 My Savings Direct Ossining,NY (877)752-1919 1000 1.09 (CD) 1.10 Ameriprise Ntl Trust Bk Minneapolis,MN (888)356-1006 100000 0.65 (CA) 0.65
BankDirect Dallas,TX (877)839-2737 10000 1.00 (CD) 1.00 Bank OZK New York,NY (212)218-8383 1000 1.04 (CM) 1.05 FVCbank Washingtn,DC (888)922-6537 1000 0.50 (CM) 0.50
1Including passbook, statement savings, and bank-offered liquid asset accounts.
Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2020, Informa Research Services, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 91301 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any
additional six months. form without express written consent of Informa Research Services.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
M30 BARRON’S May 4, 2020

Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.14579812049809) Week's Daily Apr 27 28 29 30 May 1
Daily Apr 27 28 29 30 May 1 COMPONENTS Change INDUSTRIALS
29950 NY Up 804,570 794,923 1,029,822 382,591 80,074
3M 1.60 NY Off 159,384 232,056 188,243 1,133,898 840,352
Open (t) 23896.19 24508.07 24557.18 24386.32 23965.33
Open (a) 23866.15 24357.17 24490.37 24585.57 24120.78 American Express 5.15 NY Up - Composite 4,268,051 4,425,217 5,519,181 2,005,596 421,618
NY Off - Composite 950,701 1,228,919 1,091,614 4,562,580 4,334,593
10:00 23918.44 24328.01 24571.45 24406.06 23927.01 Apple 6.10 28950 NYSE Amer UP 13,191 18,228 21,068 8,685 7,283
10:30 23992.46 24323.92 24552.30 24471.91 23923.77 Boeing 4.39 NYSE Amer Off 9,149 7,513 7,786 33,772 12,654
11:00 24006.16 24053.72 24591.08 24394.59 23946.46
Caterpillar -3.16 NASD Up 2,765,487 1,988,923 3,360,594 1,472,194 980,062
11:30 24053.26 24188.72 24628.85 24365.25 23849.58
27950 NASD Off 897,352 1,685,031 965,641 2,674,109 2,729,639
12:00 24076.54 24156.30 24646.11 24273.42 23772.08 Chevron 2.43 NYSE Arca UP 222,876 205,171 251,512 74,831 69,083
12:30 24048.22 24117.59 24649.18 24241.39 23757.55 Cisco Systems -1.60 NYSE Arca Off 109,363 104,737 57,006 292,877 244,896
1:00 24074.65 24204.36 24712.84 24301.95 23754.45 % (QCHA) +2.73 +2.00 +4.51 –1.71 –3.04
1:30 24034.34 24198.67 24712.82 24291.32 23744.76 Coca-Cola 0.17 26950 % (QACH) +1.42 +1.04 +3.90 –1.19 –1.26
2:00 24047.87 24195.36 24661.85 24257.07 23721.10 Disney 4.31 % (QCHAQ) +3.42 +1.53 +4.03 –1.92 –2.63
2:30 24092.23 24241.80 24667.05 24299.83 23773.54 Dow 0.81 Market Advance/Decline Totals
3:00 24137.65 24176.15 24700.69 24270.39 23746.89 25950
3:30 24158.59 24218.89 24731.40 24373.69 23751.12
ExxonMobil -0.59 Week ended last Friday compared to previous Friday
Close 24133.78 24101.55 24633.86 24345.72 23723.69 Goldman Sachs 0.10 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 24348.67 24669.24 24950.29 24683.07 24222.64 Home Depot 6.39 24950 Total Issues 3,068 285 3,476 1,510
Low (t) 23677.36 23905.59 24240.92 23994.69 23516.52
IBM -2.85 NOTICE TO READERS: Advances 2,108 183 2,071 821
High (a) 24207.65 24512.24 24764.77 24585.57 24120.78 Declines 929 98 1,347 682
Low (a) 23840.61 24031.20 24453.99 24186.90 23645.30 Intel -1.79 Unchanged 31 4 58 7
23950 New Highs 66 7 132 25
Change +358.51 –32.23 +532.31 –288.14 –622.03 Johnson & Johnson -6.57 Sign up for the Weekly Market Lab New Lows 25 5 49 50
Theoretical (t): High 24950.29 Low 23516.52
Actual (a): High 24764.77 Low 23645.30
JPMorgan Chase 2.54 Newsletter: barrons.com/ NYSE Composite Daily Breadth
McDonald's -1.36 newsletters 22950 Daily Apr 27 28 29 30 May 1
Dow Jones 20 Transport (divisor: 0.16385001129960) Merck -3.76 Issues Traded 3,019 3,019 3,013 3,016 3,018
Advances 2,329 2,139 2,628 794 436
Open (t) 8202.14 8447.36 8617.03 8493.87 8224.17 Microsoft 0.02 Declines 644 822 365 2,161 2,534
Open (a) 8193.52 8461.39 8580.81 8515.33 8253.25
Nike Cl B -2.83 Please visit the new Market Lab 21950 Unchanged
New Highs
46
31
58
31
20
24
61
17
48
5
10:00 8200.86 8454.05 8629.42 8449.44 8149.09
10:30 8204.24 8441.27 8613.25 8475.73 8145.81 Pfizer 0.26 home page on barrons.com under New Lows
Blocks - primary
9
5,482
4
6,219
4
6,888
2
6,987
5
5,143
11:00 8217.63 8334.43 8579.80 8450.30 8173.15 Procter & Gamble -1.96 Data. 20950 Total (000) - primary 969,515 1,032,499 1,219,264 1,523,502 923,265
Total (000) 5,251,577 5,685,103 6,615,601 6,614,084 4,767,957
11:30 8249.19 8386.48 8584.70 8422.55 8126.25
12:00 8273.12 8385.22 8618.86 8399.66 8097.62
Raytheon Technologies -2.32 www.barrons.com/market-data/
Travelers Cos -4.77 NYSE American Composite
12:30 8266.26 8405.31 8636.15 8382.43 8123.49 market-lab 19950 Daily Apr 27 28 29 30 May 1
1:00 8305.20 8439.05 8664.23 8407.46 8109.03 UnitedHealth Group -6.78 Issues Traded 267 271 273 272 268
1:30 8299.49 8446.66 8677.12 8391.76 8130.33 Verizon Communications -1.10 Advances 158 148 209 104 87
2:00 8322.40 8440.91 8640.08 8372.23 8109.34 Declines 100 106 56 160 172
Visa Cl A 8.25 18950 Unchanged 9 17 8 8 9
2:30 8347.13 8479.46 8640.96 8395.18 8121.54 New Highs 3 ... 1 4 ...
3:00 8365.43 8451.14 8661.69 8378.27 8125.84 Walgreens Boots Alliance -2.08 New Lows 3 1 2 1 1
Blocks - primary 227 230 206 255 204
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

3:30 8363.57 8444.41 8654.38 8406.89 8126.40 Walmart -6.52 Total (000) - primary 22,900 26,199 28,955 42,536 20,088
Close 8317.42 8407.32 8628.62 8377.08 8144.86 17950 Total (000) 213,507 380,976 322,997 398,152 176,021
High (t) 8427.74 8576.41 8786.88 8580.74 8299.48
Low (t) 8099.42 8272.87 8458.56 8279.46 8012.94 Nasdaq
High (a) 8381.45 8502.44 8697.49 8515.33 8253.25
TRANSPORTATION 11600 Daily Apr 27 28 29 30 May 1
Low (a) 8145.63 8321.40 8552.97 8360.91 8081.09 Alaska Air Group 2.10 Issues Traded 3,335 3,324 3,341 3,327 3,317
Advances 2,553 1,874 2,656 854 612
Change +225.02 +89.90 +221.30 –251.54 –232.22 American Airlines Group 0.33 Declines 698 1,366 615 2,397 2,639
Theoretical (t): High 8786.88 Low 8012.94 Avis Budget Group 0.82 10900 Unchanged 84 84 70 76 66
Actual (a): High 8697.49 Low 8081.09 New Highs 67 54 41 28 20
CH Robinson Worldwide -1.45 New Lows 12 8 5 7 20
Blocks - primary 21,559 22,014 25,235 28,400 20,593
Dow Jones 15 Utilities (divisor: 1.41366797515660) CSX 1.18 Total (000) 3,693,805 3,692,382 4,343,388 4,353,042 3,726,239
10200
Open (t) 801.23 817.51 818.33 793.26 770.55 Delta Air 1.71 NYSE Arca Composite
Open (a) 799.12 817.17 817.97 793.51 771.04 Expeditors Intl of Wash -0.57 Daily Apr 27 28 29 30 May 1
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

10:00 801.90 816.93 808.16 783.15 762.63


10:30 806.06 819.63 798.12 785.26 763.01 FedEx -4.86 9500 Issues Traded 1,435 1,419 1,423 1,419 1,406
Advances 1,098 941 1,230 272 217
11:00 805.95 810.73 798.38 783.00 763.65 JB Hunt Transport -0.73 Declines 326 462 186 1,136 1,185
11:30 805.35 812.13 802.84 778.52 759.20 Unchanged 11 16 7 11 4
JetBlue Airways 1.07 New Highs 12 9 9 2 ...
12:00 810.02 808.06 807.51 775.99 760.31 8800 New Lows 29 22 25 9 1
12:30 809.66 804.23 811.21 774.43 760.85 Kansas City Southern -3.05 Blocks - primary 1,680 1,273 1,076 1,289 1,152
1:00 808.41 807.22 810.30 779.07 761.81 Kirby Corp 0.51 Total (000) - primary 334,122 312,138 308,556 370,214 314,112
Total (000) 1,690,114 1,677,293 1,643,644 1,842,466 1,605,268
1:30 805.72 806.28 810.47 779.21 758.81 Landstar System 0.36 8100
2:00 805.67 806.32 807.66 778.79 758.29
2:30 805.08 807.27 805.35 775.19 759.31
Matson Inc. 0.88
3:00 806.06 806.09 806.04 775.23 758.87 Norfolk Southern 10.05 7400 OTHER MARKET INDEXES
3:30 805.82 806.57 807.59 779.65 758.32 Ryder System 7.02 Daily 4/27 4/28 4/29 4/30 5/01
Close 805.80 804.93 798.48 778.29 759.08 Southwest Airlines -0.10 NYSE Amer Comp 1824.84 1863.93 1972.08 1939.84 1877.50
High (t) 812.34 825.67 820.99 794.37 771.40 6700 AmMajorMkt 2234.11 2239.42 2296.40 2264.36 2208.92
Low (t) 798.48 800.47 791.89 770.32 752.81 Union Pacific 0.55
BNY ADR Idx 118.59 118.96 122.42 119.17 115.79
High (a) 810.80 824.29 817.97 793.51 771.09 United Airlines 1.06 Europe 107.26 107.84 110.42 107.18 104.74
Low (a) 799.12 801.46 794.85 772.49 755.75 United Parcel Service B -8.28 Latin Am 118.87 125.88 133.83 128.52 123.53
Change +10.71 –.87 –6.45 –20.19 –19.21 6000 Asia 156.85 155.85 160.93 157.69 151.99
Theoretical (t): High 825.67 Low 752.81 Emerg M 265.87 265.46 276.04 269.39 258.99
UTILITIES DJ US TSM Float 29022.02 28914.43 29755.60 29396.70 28539.10
Actual (a): High 824.29 Low 755.75
975 Nasdaq Cmp 8730.16 8607.73 8914.71 8889.55 8604.95
AES 0.08 100 Index 8837.66 8677.60 8982.76 9000.51 8718.18
Dow Jones 65 Composite (divisor: 0.76596207804696)
American Elec Power -1.84 Indus. 6728.02 6666.43 6839.79 6831.32 6557.13
Open (t) 7781.86 7980.84 8028.00 7922.85 7743.11 Insur. 7540.06 7509.73 7707.86 7495.16 7337.69
Open (a) 7773.56 7954.49 8006.87 7965.83 7779.84 American Water Works -5.81 900 Banks 2625.87 2697.13 2855.36 2736.75 2622.75
10:00 7787.07 7946.92 8014.60 7898.46 7705.15 CenterPoint Energy -0.22 Computer 5810.91 5695.64 5970.10 5988.91 5821.17
10:30 7809.56 7948.39 7988.96 7920.50 7704.53 Telecom 378.64 372.98 379.22 369.61 358.81
Consolidated Edison -5.39 NYSE Comp.-z 11264.84 11319.70 11618.23 11372.34 11058.57
11:00 7814.82 7857.68 7989.67 7896.17 7715.87
Dominion Energy -2.31 825 Financial-z 6314.15 6398.56 6647.27 6467.31 6255.60
11:30 7829.43 7897.09 8006.12 7876.38 7679.18
Health Care-z 17877.54 17513.41 17579.28 17500.36 17191.78
12:00 7847.61 7883.15 8025.35 7849.34 7660.37 Duke Energy -3.05 Energy-z 5917.95 6036.63 6445.91 6190.56 5854.27
12:30 7840.08 7873.00 8036.45 7836.69 7664.12 Edison Intl -3.56 750 Russell 1000 1582.19 1574.73 1618.60 1601.82 1555.78
1:00 7851.14 7902.26 8052.90 7862.12 7662.21 2000 1281.88 1298.08 1360.76 1310.66 1260.48
1:30 7837.28 7901.07 8055.97 7856.99 7659.38
Exelon -0.80 3000 1663.35 1657.18 1705.32 1684.96 1635.59
2:00 7844.66 7899.29 8033.16 7845.52 7649.22 FirstEnergy -1.48 Value-v 1079.90 1086.98 1113.43 1088.79 1055.63
2:30 7857.30 7918.11 8030.01 7851.93 7663.91 NextEra Energy -12.65 675 Growth-v 1712.68 1689.51 1741.33 1739.54 1691.85
MidCap 1949.89 1964.36 2024.40 1975.59 1911.75
3:00 7871.68 7897.39 8042.18 7842.78 7658.95
NiSource -1.56 S&P 100 Index 1320.13 1307.17 1342.67 1338.02 1302.16
3:30 7874.81 7904.98 8049.32 7876.73 7658.86 500 2878.48 2863.39 2939.51 2912.43 2830.71
Close 7860.19 7871.68 8008.44 7862.52 7658.99 Public Service Enterprise -1.96 600 Ind. 4017.75 3985.98 4099.82 4075.16 3963.46
High (t) 7936.75 8054.18 8144.07 7999.98 7809.77 Sempra Energy -7.04 MidCap 1613.53 1629.89 1698.26 1646.36 1590.48
Low (t) 7713.16 7797.38 7885.09 7760.10 7579.76 SmallCap 745.84 761.08 802.96 771.11 740.02
Southern -3.32 Value Line(A) 5180.20 5275.76 5542.41 5383.99 5180.24
High (a) 7887.78 7992.94 8071.71 7965.83 7779.84
Low (a) 7760.44 7850.56 7962.39 7819.19 7631.33
525 Value Line(G) 398.04 405.09 424.99 412.55 396.66
Nov Dec Jan Feb Mar Apr May DJ US Small TSM 8598.35 8702.84 9109.91 8802.89 8473.74
Change +136.14 +11.49 +136.76 –145.92 –203.53
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 8144.07 Low 7579.76 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 8071.71 Low 7631.33 31,2002=5000.
May 4, 2020 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 2018 and 2017, and S&P latest for 2018 and share earnings, dividends and book values as reported
2017. r-Revised data Apr 30 Apr 23 Apr 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 2912.43 2797.80 2899.73 0.44
DJ Ind Avg 23723.69 23775.27 26504.95 Divs Yield % 3.42 3.26 3.12 Industrial Stocks Barron's 50 Index 7815.23 7523.18 9168 –14.75
Divs $ 25.95 25.94 24.45 Book Book
P/E Ratio 19.27 18.85 18.40 Earns Divs. Value Earns Divs. Value Projected quarterly earn 84.00 90.89 95.28 –11.85
Earns Yield % 5.19 5.31 5.43 Mkt to Book 2.05 2.14 2.17
Earns $ 1230.95 1261.40 1440.26 Book Value $ 370.98 370.98 360.31 Am Exp 6.59 1.68 26.32 JPMorgChase 8.85 3.50 70.35 Annualized projected earn 335.98 363.56 381.13 –11.85
Apple 12.75 3.08 22.53 McDonalds 7.63 4.82 (8.16)
Divs Yield % 2.79 2.78 2.17 S&P 500 Index 2830.71 2836.74 2945.64 Boeing (6.06) 8.22 0.60 Merck Co 3.95 2.32 10.30
Annualized projected P/E 23.26 20.69 24.06 –3.31
Divs $ 662.38 662.07 574.48 P/E Ratio 20.30 20.34 22.25 Caterpillar 9.44 4.12 24.39 Microsoft 6.00 1.94 13.39 Five-year average earn 398.50 399.88 397.8 0.18
Mkt to Book 3.64 3.65 4.27 Earns Yield % 4.93 4.92 4.49 Chevron Corp 2.05 4.86 81.22 Nike Inc 2.71 0.93 5.77 Five-year average P/E 19.61 18.81 23.05 –14.90
Book Value $ 6512.92 6512.92 6201.99 Earns $ 139.47 139.47 132.39 Cisco Sys 2.56 1.41 9.36 Pfizer 2.82 1.46 11.09
Coca Cola 2.32 1.61 3.98 Proc Gam 1.77 3.0284 18.49 Year-end earn 351.49 365.28 431.8 –18.60
DJ Trans Avg 8144.86 8092.40 10958.89 Divs Yield % 2.09 2.11 1.95
P/E Ratio 18.41 14.45 17.43 Divs $ 59.16 59.86 57.44
Disney Walt 6.28 1.76 32.52 3M Co 8.52 5.79 16.99 Year-end P/E 22.23 20.60 21.23 4.73
Dow (2.27) 2.80 Travelers Cos 9.28 3.28 86.85
Earns Yield % 5.43 6.92 5.74 Mkt to Book 3.10 3.10 3.46 ExxonMobil 2.67 3.48 45.27 UnitedHealth Grp 14.29 4.32 53.85 Year-end earns yield, % 4.50 4.86 4.7 –4.52
Earns $ 442.36 559.96 628.84 Book Value $ 914.49 914.49 851.62 Goldman Sachs 18.40 4.60 214.80 Raytheon Tech 6.41 2.94 44.63 Best grade bond yields, % 2.13 2.22 3.5 –38.53
Divs Yield % 2.13 2.15 1.47 Home Depot 10.25 5.58 (1.70) Verizon 4.43 2.4475 12.86
S&P Ind Index 3963.46 3972.20 3973.91 IBM 10.47 6.48 18.82 Visa 5.55 1.10 12.88 Bond yields/stock ylds, % 0.47 0.46 0.74 –35.62
Divs $ 173.59 173.59 160.61 P/E Ratio 24.89 24.94 23.86
Mkt to Book 2.51 2.50 3.41
Intel 5.16 1.275 16.51 Walgreens 3.90 1.8185 27.31 Actual year-end divs 224.08 224.03 210.36 6.52
Earns Yield % 4.02 4.01 4.19 Johnson&John 7.56 3.80 22.44 Wal-mart 5.19 2.13 25.19
Book Value $ 3239.67 3239.67 3217.98 Earns $ 159.25 159.25 166.56
Actual yr-end divs yld, % 2.87 2.98 2.29 24.95
Transportation Stocks
DJ Utility Avg 759.08 795.09 783.10 Divs Yield % 1.86 1.88 1.82 Alaska Air Group 6.20 1.425 30.45 KC Southern 5.97 1.52 47.65
P/E Ratio 20.89 21.24 28.92 Divs $ 73.72 74.68 72.33 American Airlines (1.86) 0.40 (0.37) Kirby Corp 2.38 Nil 53.67
Earns Yield % 4.79 4.71 3.46 Mkt to Book 4.20 4.21 4.19 Avis Budget Grp 4.01 Nil 5.45 Landstar Sys 5.73 0.70 17.12
STOCK VOLUME
Earns $ 36.35 37.43 27.08 Book Value $ 944.26 944.26 883.41 C.H. Robinson 3.59 2.02 11.62 Matson Inc 1.92 0.87 17.69
CSX Corp 4.17 0.98 15.35 Norf So 9.21 3.68 57.30 Last Prev. Year YOY
Delta Air Lines 5.39 1.5575 20.13 Ryder Sys (3.18) 2.20 54.79 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 3.39 1.00 11.58 Southwest Air 3.40 0.72 17.83 NYSE(a) 5,668,045 5,258,588 3,893,937 45.56
FedEx (1.39) 2.60 68.08 Un Pacific 8.39 3.79 28.17 30 Dow Inds (b) 2,163,589 2,037,478 1,375,653 57.28
Hunt (JB) 4.96 1.05 19.33 UPS 4.94 3.89 3.52
20 Dow Trans (b) 1,622,396 1,052,598 225,756 618.65
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air 1.92 Nil 15.02 United Airlines 3.68 Nil 37.03
15 Dow Utils (b) 230,812 236,578 189,931 21.52
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner Utility Stocks 65 Dow Stks (b) 4,016,797 3,326,654 1,791,341 124.23
has filed a Form144.) Source: Thomson Reuters AES Corp. 0.45 0.5528 4.84 Exelon 3.01 1.47 31.78 NYSE American (a) 140,678 121,121 61,894 127.29
Am Elec 3.89 2.74 38.58 FirstEnergy 1.25 1.53 13.17 Nasdaq(d) 19,808,856 18,049,935 10,174,380 94.69
Shares Sale American Water Works 3.43 2.00 32.45 NextEra Energy 7.22 5.15 71.43 NYSE 15 Most Active
Company Sym Indicated $ Value Date Seller Title CenterPt Energy 1.33 1.1525 12.61 NiSource Inc. 0.88 0.81 13.08 Average Price 10.43 8.24 14.66 -28.85
Procter & Gamble PG 182,014 22,060,097 4/20/20 Taylor, David O Con Ed 4.07 2.985 52.11 Pub Sv Ent 3.33 1.90 28.53 % Tot Vol 16.74 16.60 14.58 14.81
Dominion Energy 3.40 3.6925 29.53 Sempra Energy 7.24 3.9475 54.35 Stock Offerings $(z,v) 4,776,600 r4,633,800 5,108,200 -6.49
Workday WDAY 101,607 15,185,166 4/15/20 Bhusri, Aneel AF Duke Energy 5.06 3.7625 60.27 Southn Co. 3.36 2.48 23.91
Boston Beer SAM 100,000 42,000,000 4/15/20 Koch, Charles UT Edison Int'l 3.46 2.50 32.10 Daily Stock Volume
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Blackrock BLK 88,799 42,354,459 4/17/20 Kapito, Robert P Daily 4/27 4/28 4/29 4/30 5/1
Procter & Gamble
Piedmont Office Realty
PG
PDM
84,842
81,389
10,415,628
1,538,252
4/21/20
4/14/20
Sheppard, Valarie
Miller, Donald
O
D Coming U.S. Auctions NYSE(a) 969,515 1,032,499 1,219,264 1,523,502 923,265
Bandwidth BAND 69,509 5,198,578 4/15/20 Murdock, John AF 30 Inds (b) 389,388.9 405,714.6 462,483.7 487,843.4 418,158.3
Yields (%) 20 Trans (b) 218,551.9 375,152.9 422,735.4 325,278.9 280,677.3
Procter & Gamble PG 68,452 8,403,510 4/21/20 Bishop, Steven O Day When Last 15 Utils (b) 41,266.7 44,610.0 46,483.4 55,889.9 42,562.1
Easterly Government Properties DEA 63,750 1,721,250 4/15/20 Trimble, William CEO Issued* Auction 65 Stks (b) 649,207.4 825,477.5 931,702.4 869,012.2 741,397.7
Dynatrace DT 55,000 1,375,000 4/15/20 Van Siclen, John O NYSE Amer(a) 22,900 26,199 28,955 42,536 20,088
M Nasd(d) 3,693,805 3,692,382 4,343,388 4,353,042 3,726,239
THE WEEK IN STOCKS FOR THE MAJOR INDEXES $57.0 bil 3-month 0.113 0.120 NYSE 15 Most Active
$48.0 bil Avg. Price 10.07 18.90 20.12 11.74 25.27
12-Month Weekly Friday Weekly 12-Month Change From
6-month 0.128 0.150 % Tot Vol 15.60 17.68 19.65 18.11 15.67
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. * As of Friday afternoon. Numbers in thousands save price and percentages. (a) Primary
volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Dow Jones Indexes


W/E Thursday. (z) Source: Refinitiv.
29551.42 18591.93 30 Indus 24633.86 23723.69 23723.69 –51.58 –0.22 –2781.26 –10.49 –4814.75 –16.87
11304.97 6703.63 20 Transp 8628.62 8144.86 8144.86 52.46 0.65 –2814.03 –25.68 –2756.42 –25.29
960.89 610.89 15 Utilities 805.80 759.08 759.08 –36.01 –4.53 –24.02 –3.07 –120.09 –13.66 DELTA MARKET SENTIMENT INDICATOR
9710.01 6100.31 65 Comp 8008.44 7658.99 7658.99 –65.06 –0.84 –1174.85 –13.30 –1727.49 –18.40
DISTRIBUTIONS & OFFERINGS
The Delta MSI measures the position of ~1,800 stocks relative to an
Dow Jones Indexes intermediate-term moving average crossover (MAC) point. When Secondary Distributions of common stocks
34631.28 22462.76 US TSM Float 29755.60 28539.10 28539.10 31.99 0.11 –1823.45 –6.01 –4496.28 –13.61 greater than 50% of the stocks followed are above this MAC point, the Aeglea Biotherapeutics 29,052,631 $4.75 $137,998,636
840.63 547.67 US Market 724.49 695.93 695.93 0.03 0.00 –38.32 –5.22 –104.83 –13.09 market is bullish and equities are attractive. When the indicator is
698.43 487.28 Internet 668.40 646.11 647.24 –2.02 –0.31 –22.92 –3.42 18.77 2.99 below 50%, risk is elevated and stock exposures should be reduced. Avadel Pharmaceuticals 11,630,000 $10.75 $125,022,500
New York Stock Exchange Manager uses discretion on asset allocation when MSI is 50% +/- 3%. Fennec Pharmaceuticals 4,800,000 $6.25 $30,000,000
14183.20 8777.38 Comp-z 11618.23 11058.57 11058.57 40.68 0.37 –1979.31 –15.18 –2854.46 –20.52 Last 2 Weeks 3 Weeks Immunomedics 16,947,389 $28.50 $483,000,587
8908.29 5036.38 Financial-z 6647.27 6255.60 6255.60 152.91 2.51 –1897.55 –23.27 –2444.50 –28.10 Current Sentiment Week Ago Ago NeoGenomics 4,400,000 $28.50 $125,400,000
18588.15 12991.76 Health Care-z 17877.54 17191.78 17191.78 –445.95 –2.53 1408.91 8.93 –878.32 –4.86
10472.92 4032.17 Energy-z 6445.91 5854.27 5854.27 62.86 1.09 –4618.65 –44.10 –4183.03 –41.67 NeuBase Therapeutics 6,037,500 $6.00 $36,225,000
BEARISH 24.3% 16.2% 12.3%
NYSE American Stock Exchange Northern Dynasty Minerals 12,500,000 $0.70 $6,247,769
Current Market Exposure: 0% Equities, 0% Bonds, 100% Cash
2626.91 1317.22 NYSE Amer Comp 1972.08 1824.84 1877.50 86.32 4.82 –685.00 –26.73 –675.06 –26.45 Southwest Airlines 80,500,000 $28.50$2,294,250,000
2852.12 1742.29 Major Mkt 2296.40 2208.92 2208.92 10.18 0.46 –476.14 –17.73 –565.78 –20.39 Source: Delta Investment Management
Sun Communities 4,968,000 $131.00 $650,808,000
Standard & Poor's Indexes www.deltaim.com, (415) 249-6337
Syndax Pharmaceuticals 5,555,556 $18.00 $100,000,008
1518.94 1040.00 100 Index 1342.67 1302.16 1302.16 –4.16 –0.32 –4.56 –0.35 –140.01 –9.71
3386.15 2237.40 500 Index 2939.51 2830.71 2830.71 –6.03 –0.21 –114.93 –3.90 –400.07 –12.38 Source: Dealogic LLC, New York City; (212) 577-4400.
4605.11 3123.44 Indus 4099.82 3963.46 3963.46 –8.74 –0.22 –10.45 –0.26 –408.16 –9.34
2106.12 1218.55 MidCap 1698.26 1590.48 1590.48 40.11 2.59 –390.35 –19.71 –472.54 –22.91
1041.03 595.67 SmallCap 802.96 740.02 740.02 24.88 3.48 –249.20 –25.19 –281.16 –27.53 U.S. DOLLAR INDEX vs EURO and YEN
Nasdaq Stock Market
9817.18 6860.67 Comp 8914.71 8604.95 8604.95 –29.57 –0.34 440.95 5.40 –367.66 –4.10 From On High: The dollar continued to drop from its heights against the basket of
9718.73 6978.02 100 Index 9000.51 8677.60 8718.18 –68.42 –0.78 872.45 11.12 –14.89 –0.17
7463.47 5239.66 Indus 6839.79 6557.13 6557.13 –76.13 –1.15 –44.43 –0.67 –250.58 –3.68 currencies in the U.S. Dollar Index, slipping 1.7% on the week to end at 99.
10673.14 6343.13 Insur 7707.86 7337.69 7337.69 –0.73 –0.01 –2166.91 –22.80 –2654.26 –26.56 10
4011.98 2136.72 Banks 2855.36 2622.75 2622.75 155.71 6.31 –1217.72 –31.71 –1346.08 –33.92 YEN in $ DXY (99.04)
6590.23 4330.70 Computer 5988.91 5695.64 5821.17 31.13 0.54 808.29 16.12 –57.83 –0.98 s s
439.67 298.17 Telecom 379.22 358.81 358.81 –14.33 –3.84 –68.72 –16.07 –29.70 –7.64
Russell Indexes
1875.24 1224.45 1000 1618.60 1555.78 1555.78 –0.58 –0.04 –76.69 –4.70 –228.43 –12.80
1705.22 991.16 2000 1360.76 1260.48 1260.48 27.43 2.22 –353.54 –21.90 –407.99 –24.45
1984.26 1288.04 3000 1705.32 1635.59 1635.59 1.47 0.09 –102.36 –5.89 –256.65 –13.56 0
1591.36 838.37 Value-v 1113.43 1055.63 1055.63 0.48 0.05 –199.02 –15.86 –292.03 –21.67
1931.39 1322.15 Growth-v 1741.33 1689.51 1691.85 –1.72 –0.10 98.58 6.19 –78.67 –4.44
2472.07 1471.40 MidCap 2024.40 1911.75 1911.75 15.06 0.79 –325.72 –14.56 –470.17 –19.74 s
Others
EURO in $
6789.54 3854.81 Value Line-a 5542.41 5180.20 5180.24 191.53 3.84 –1222.02 –19.09 –1478.46 –22.20
562.05 305.71 Value Line-g 424.99 396.66 396.66 13.07 3.41 –155.46 –28.16 –155.53 –28.17
11510.08 6621.12 DJ US Small TSM 9109.91 8473.74 8473.74 209.91 2.54 –2447.49 –22.41 –2791.24 –24.78
746.64 455.11 Barron's 400 628.80 592.13 592.13 10.69 1.84 –126.52 –17.61 –140.10 –19.13 -10
J J A S O N D J F M A
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec.
31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon
M32 BARRON’S May 4, 2020

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
May 05 '20 0.04 0.03 -0.04 0.03 Estimate Ago
Coal DJUSCL 5.95 + 1.05 –10.85 +21.43 [1] –88.11 [142] –64.58 [141] –46.25 54.55 4.75
Retail REITs DJUSRL 56.71 + 6.96 –47.43 +13.99 [2] –48.54 [130] –45.55 [130] –20.26 111.35 45.00 May 07 '20 0.05 0.04 -0.03 0.04 Continued from page 13 of the main section.
Recreational Svcs DJUSRQ 57.27 + 5.83 –93.41 +11.34 [3] –63.13 [139] –61.99 [140] –25.82 155.52 34.40 May 12 '20 0.04 0.03 -0.05 0.03
May 14 '20 0.07 0.06 -0.03 0.06 T
Home Construction DJUSHB 761.13 + 76.65 –173.23 +11.20 [4] –6.28 [58] –18.54 [72] +5.95 1,107.03 486.36
Furnishings DJUSFH 220.50 + 20.04 –137.53 +10.00 [5] –29.19 [114] –38.41 [121] –19.74 388.28 151.80
May 19 '20 0.08 0.07 -0.03 0.07 Beyond Meat (Q1) -0.06 -0.14
May 21 '20 0.09 0.08 -0.01 0.08
Diversified REITs DJUSDT 50.78 + 4.57 –31.07 +9.88 [6] –37.29 [122] –37.96 [120] –14.26 91.83 37.91 May 26 '20 0.09 0.08 -0.02 0.08
Devon Energy (Q1) -0.20 0.36
Exploration & Production DJUSOS 349.92 + 25.86 –281.73 +7.98 [7] –46.59 [129] –44.60 [128] –18.21 651.79 214.60 May 28 '20 0.08 0.07 -0.03 0.07 Dominion Energy (Q1) 1.10 1.10
Business Training DJUSBE 108.86 + 7.69 –40.77 +7.60 [8] –26.21 [107] –27.25 [104] –7.38 151.24 78.60 Jun 02 '20 0.10 0.09 -0.01 0.09 DuPont de Nemours (Q1) 0.73 1.78
Hotel & Lodging REITs DJUSHL 54.52 + 3.77 –59.16 +7.42 [9] –54.94 [136] –52.04 [135] –22.38 123.42 36.21 Jun 04 '20 0.10 0.09 -0.02 0.09
Jun 09 '20 0.08 0.07 -0.04 0.07
Expeditors Int’l of Wash. (Q1) 0.64 0.80
Media Agencies DJUSAV 428.64 + 29.43 –163.22 +7.37 [10] –30.52 [115] –27.58 [105] –11.60 635.78 347.17 Leidos (Q1) 1.19 1.13
Jun 11 '20 0.11 0.10 .... 0.10
Forestry & Paper DJUSFR 101.20 + 6.82 –70.49 +7.23 [11] –50.56 [132] –41.06 [125] –12.51 211.64 83.42
Paper DJUSPP 83.64 + 5.64 –58.26 +7.23 [12] –50.56 [133] –41.06 [126] –12.51 174.92 68.95
Jun 16 '20 0.08 0.07 -0.04 0.07 Prudential Financial (Q1) 2.78 3.00
Jun 18 '20 0.10 0.09 -0.03 0.09
Aluminum DJUSAL 22.77 + 1.51 –45.94 +7.11 [13] –72.58 [141] –66.86 [142] –40.17 85.23 17.51 Jun 23 '20 0.09 0.08 -0.03 0.08
Regeneron (Q1) 6.10 4.45
Transportation Svcs DJUSTS 159.42 + 10.30 –77.75 +6.91 [14] –25.18 [106] –32.78 [111] –13.46 262.33 102.80 Jun 25 '20 0.08 0.07 -0.02 0.07 Walt Disney (Q2) 0.93 1.61
Specialized Consumer Svcs DJUSCS 1466.27 + 90.09 –306.58 +6.55 [15] –10.15 [65] –17.29 [66] +8.33 1,898.19 1,129.85 Jun 30 '20 0.10 0.09 .... 0.09 W
Mortgage REITs DJUSMR 28.87 + 1.65 –27.86 +6.06 [16] –48.85 [131] –49.11 [132] –22.54 62.01 20.11 Jul 02 '20 0.10 0.09 -0.02 0.09
Steel DJUSST 164.64 + 9.35 –77.49 +6.02 [17] –28.14 [112] –32.00 [110] –12.37 252.46 121.97 Jul 09 '20 0.10 0.09 -0.01 0.09 American Electric Power (Q1) 1.10 1.19
Gambling DJUSCA 545.35 + 28.51 –373.59 +5.52 [18] –33.42 [120] –40.65 [124] –12.34 971.35 338.56 Jul 16 '20 0.10 0.09 -0.02 0.09 Essex Property Trust (Q1) 3.42 3.23
Jul 23 '20 0.10 0.09 -0.03 0.09 Extra Space Storage (Q1) 1.20 1.15
Consumer Finance DJUSSF 337.07 + 16.70 –63.36 +5.21 [19] –4.22 [45] –15.82 [60] +17.08 445.83 256.58 Jul 30 '20 0.10 0.09 -0.04 0.09
Life Insurance DJUSIL 542.48 + 25.60 –271.68 +4.95 [20] –32.15 [117] –33.37 [113] –11.67 840.60 373.14 Aug 06 '20 0.12 0.11 -0.04 0.11 General Motors (Q1) 0.47 1.41
Net Change % Change and Ranking 52 Week Aug 13 '20 0.11 0.10 -0.04 0.10 IAC/InterActive (Q1) 0.67 3.06
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Aug 20 '20 0.12 0.11 -0.03 0.11
Aug 27 '20 0.12 0.11 -0.03 0.11
MetLife (Q1) 1.43 1.48
Gold Mining DJUSPM 137.85 – 4.05 34.59 –2.85 [126] +91.65 [1] +33.49 [1] +24.35 141.90 70.75
Mining DJUSMG 127.81 – 3.65 31.02 –2.77 [124] +77.91 [2] +32.05 [2] +19.76 131.46 71.18 Sep 03 '20 0.11 0.10 -0.03 0.10 NiSource (Q1) 0.81 0.82
Computer Hardware DJUSCR 3653.46 + 68.85 –183.40 +1.92 [55] +28.63 [3] –4.78 [20] +20.99 4,236.36 2,354.91 Sep 10 '20 0.11 0.10 -0.03 0.10 PayPal (Q1) 0.76 0.78
Sep 17 '20 0.11 0.10 -0.05 0.10 Scotts Miracle Gro (Q2) 4.19 3.64
Software DJUSSW 3218.67 + 12.12 174.97 +.38 [83] +21.24 [4] +5.75 [4] +28.25 3,566.09 2,456.44 Sep 24 '20 0.12 0.11 -0.04 0.11
Specialty Finance DJUSSP 333.36 + 2.41 4.46 +.73 [79] +20.47 [5] +1.36 [10] +26.48 382.03 230.56 Oct 01 '20 0.12 0.11 -0.04 0.11 TH
Broadline Retailers DJUSRB 2368.70– 120.65 348.56 –4.85 [140] +19.79 [6] +17.25 [3] +29.45 2,523.13 1,791.13 Oct 08 '20 0.12 0.11 -0.02 0.11 Bristol-Myers Squibb (Q1) 1.49 1.10
Toys DJUSTY 970.84 – 34.70 2.80 –3.45 [132] +16.94 [7] +.29 [12] +4.40 1,018.45 765.22 Oct 15 '20 0.12 0.11 -0.03 0.11 CenterPoint Energy (Q1) 0.44 0.46
Health Care Providers DJUSHP 2071.55 – 44.65 –159.10 –2.11 [114] +16.16 [8] –7.13 [28] +12.50 2,319.67 1,476.04 Oct 22 '20 0.13 0.12 -0.03 0.12
Automobiles DJUSAU 214.07 – 6.13 1.31 –2.79 [125] +15.99 [9] +.62 [11] +1.49 304.37 134.39 Oct 29 '20 0.13 0.12 .... 0.12 Consolidated Edison (Q1) 1.41 1.39
Leisure Goods DJUSLE 633.04 – 16.64 –16.51 –2.56 [120] +15.77 [10] –2.54 [16] +4.53 672.35 491.25 Nov 05 '20 0.13 0.12 -0.03 0.12 Danaher (Q1) 1.02 1.07
Dec 03 '20 0.14 0.13 -0.02 0.13 JetBlue Airways (Q1) -0.30 0.16
Biotechnology DJUSBT 2192.35 – 57.97 33.12 –2.58 [121] +14.76 [11] +1.53 [9] +7.24 2,275.04 1,749.60
Dec 31 '20 0.15 0.14 -0.02 0.14
Food Retailers & Whlslrs DJUSFD 494.72 – 12.76 –27.93 –2.52 [119] +13.92 [12] –5.34 [23] +14.03 547.43 424.17 Jan 28 '21 0.17 0.16 -0.01 0.16 Mednax (Q1) 0.56 0.65
Software & Computer Svcs DJUSSV 2987.83 + 41.45 69.88 +1.41 [65] +13.52 [13] +2.39 [8] +18.92 3,339.96 2,332.65 Feb 25 '21 0.15 0.14 -0.03 0.15 Raytheon Technologies (Q1) 1.01 ....
Trucking DJUSTK 844.68 + 10.78 –9.89 +1.29 [68] +13.20 [14] –1.16 [15] +11.99 911.64 659.48 Mar 25 '21 0.16 0.15 -0.01 0.15 Ziopharm Oncology (Q1) -0.09 -0.08
Health Care Equip & Svcs DJUSMC 1615.96 – 41.46 –106.63 –2.50 [118] +12.83 [15] –6.19 [24] +14.05 1,796.12 1,183.84 Apr 22 '21 0.17 0.16 -0.01 0.17
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Medical Equipment DJUSAM 1937.98 – 57.32 –106.23 –2.87 [127] +12.81 [16] –5.20 [21] +16.55 2,138.90 1,435.62 F
Technology Hardware & Equip DJUSTQ 1974.64 – 17.82 –154.63 –.89 [98] +12.07 [17] –7.26 [29] +16.49 2,311.70 1,489.26 Broadridge Financial (Q3) 1.70 1.59
Nondurable Hshld Pdts DJUSHN 935.66 – 11.84 –46.61 –1.25 [103] +10.95 [18] –4.75 [19] +9.82 1,003.84 784.84 NYSE HALF-HOURLY VOLUME Exelon (Q1) 0.85 0.87
Pharmaceuticals & Biotech DJUSPN 835.98 – 22.72 –8.55 –2.65 [122] +9.77 [19] –1.01 [14] +6.47 867.43 657.45
Daily 4/27 4/28 4/29 4/30 5/01
New Jersey Resources (Q2) 1.48 1.27
Water DJUSWU 2572.20– 149.61 –176.23 –5.50 [141] +9.29 [20] –6.41 [25] +12.49 3,131.32 2,090.23
(Earnings are diluted and report dates are tentative. All fore-
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 9:30-10:00 144,480 183,876 171,865 188,947 139,141 casts and historical numbers exclude extraordinary items by
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours.
10:00-10:30 59,224 73,046 67,189 68,958 55,574 accounting definitions.)
Source: FactSet
10:30-11:00 49,490 67,091 61,113 58,260 44,210
AMERICAN DEBT AND DEFICITS 11:00-11:30 41,917 48,722 58,592 50,043 38,139
Latest Preceding Year AgoYear over Year 11:30-12:00 36,806 39,839 47,497 44,957 50,423
Report Report Report % Chg 12:00-12:30 32,146 39,898 39,551 47,483 35,117 SELECTED INITIAL PUBLIC OFFERINGS
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Federal Budget Deficit (bil. $)-a ......................................... 1,068FY'21 1,101FY'20 1,092FY'19 …. 12:30-1:00 31,402 32,831 40,915 36,741 27,367
1:00-1:30 30,253 32,926 39,564 31,756 28,300 Initial Most
Budget Surplus/Deficit (bil. $)-b, March ........................... –119.13 r-235.28 –146.95 -18.93 Ticker Offer IPO Recent %
Trade Deficit (bil. $, sa)-c, February................................... –39.93 r-45.48 –51.25 -22.09 1:30-2:00 31,748 31,830 39,095 32,882 30,529
Code Price Date Price Chg
Treasury Gross Public Debt. (bil. $)-d ............................... 24,854.1 24,609.3 22,027.5 12.83 2:00-2:30 32,827 33,481 42,364 34,971 30,692
Treasury Statutory Debt Limit (bil. $)-d............................. * 21,987.7 …. …. 2:30-3:00 37,017 36,358 43,995 39,632 31,514 Lyra Therapeutics LYRA 16.00 5/1 18.56 16.0%
Consumer Installment Debt (bil. $)-e, February.............. 4,225.5 r4,203.2 4,041.8 4.55 3:00-3:30 48,174 44,814 55,174 48,781 41,962 Collective Growth CGROU 10.00 5/1 9.96 -0.4%
3:30-4:00 394,029 367,789 512,350 840,090 370,298 Fortress Value FVACU 10.00 4/30 10.05 0.5%
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury
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

Gross domestic product ................................................................ 1st Qtr –4.8 2.1 3.1 0.30
Trade
Personal income, (bil. $)................................................................ Mar 18,696.3 r19,078.4 18,445.5 1.36
Personal Savings Rate, St.Louis Fed .............................................. Mar 13.1 r8.0 8.4 55.95 Exports, (bil. $).............................................................................. 1st Qtr 2,479.5 2,536.4 2,554.4 –2.93
All fixed investment, (bil. $)............................................................ 1st Qtr 3,304.4 3,325.9 3,349.4 –1.34 Imports, (bil. $) ............................................................................. 1st Qtr 3,296.9 3,437.1 3,498.3 –5.76
Non–residential investment, (bil. $) ............................................... 1st Qtr 2,664.9 2,725.7 2,765.6 –3.64
Inflation
Residential investment, (bil. $) ...................................................... 1st Qtr 632.6 603.1 591.4 6.97
Production JOC–ECRI Industrial Price Index f .................................................. May 1 68.57 68.41 94.60 –27.52
Gross domestic product deflator.................................................... 1st Qtr 1.3 1.3 1.1 ….
Electric power, (mil. kw hrs) (EEI) .................................................. Apr 25 64,689 64,061 67,566 –4.26
Petroleum, related capacity, % ...................................................... Apr 24 69.6 67.6 89.2 –21.97 Employment
Rotary rigs running, U.S. & Can., (Hughes) .................................... May 1 435 491 1,051 –58.61 Employment cost index ................................................................. 1st Qtr 142.5 141.7 138.6 2.81
Steel, (thous. tons) ........................................................................ Apr 25 1,250 1,277 1,895 –34.04 Initial jobless claims (thous.) ........................................................ Apr 25 3,839 r4,442 230 1,569.13
Steel, rated capacity, % (AISI)........................................................ Apr 25 55.8 57.0 81.4 –31.45 Continuing claims (mil.) ................................................................ Apr 18 17.992 r15.818 1.682 969.68
Consumption and Distribution Construction
Consumer spending, (bil. $) .......................................................... Mar 13,813.2 r14,940.5 14,354.6 –3.77 Construction spending, (bil. $) ...................................................... Mar 1,360.5 r1,348.4 1,299.1 4.73
Instinet Research Redbook Avg. (monthly %) ................................ Apr 25 –11.75 0.87 7.05 …. Non–residential spending, SA (bil. $) ............................................ Mar 462.3 r468.2 470.7 –1.78
Baltic Dry Index ............................................................................. Apr 30 635 665 985 –35.53 Public spending, (bil. $) ................................................................ Mar 348.0 r342.6 322.5 7.91
Personal consumption, (bil. $)....................................................... 1st Qtr 13,153.0 13,413.8 13,103.3 0.38 Residential spending, (bil. $) ......................................................... Mar 557.9 r545.2 512.1 8.94
Inventories Home Price Index S&P Case–Shiller – Comp. 10 (SA) .................... Feb 232.33 r231.38 225.75 2.91
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Apr 24 527,631 518,640 470,567 12.13 Other Indicators
Gasoline, (thous. bbls) .................................................................. Apr 24 259,565 263,234 226,743 14.48
Consumer confidence (Conference Board) .................................... Apr 86.9 r118.8 129.2 –32.74
Orders Citi Research Panic–Euphoria Reading .......................................... May 1 0.17 r0.03 0.29 ….
Purchasing management index ..................................................... Apr 41.5 49.1 53.4 –22.28 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.
May 4, 2020 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
Weekly Comp. NYSE NYSE Amer Nasdaq Atlassian EastStoneAcqn LongevityAcqn SimulationsPlus AndinaAcqnIIIWt Gogo PioneerPwrSols SundialGrowers dMY TechA MFS GvMkTr
New Highs 66 7 132 ATN Intl EHang Luminex SORL AutoParts ATA Creativity GpoFinGalicia PositivePhysicians ThunderBridgeIIWt NEW LOWS
New Lows 25 5 49 AudioCodes Equinix LyraTherap SpartanNash Avinger HMN Fin ProShUltShNdBtech UnicoAmerican AlussaEnergyWt Embraer GlobalCordBlood SouthwestAir
AvadelPharm ErytechPharma Macom Tech StarsGroup Biofrontera KitovPharmaWt ProShUltShtQQQ Vaccinex AmericaMovil A EverestRe HighlandIncmFd StudioCity
NYSE AMER AXT EsportsEntWt MarketAxess SyndaxPharm BrooklineBcp LyraTherap QuestResource Watford ArchCoal FlyingEagle LGLSysAcqnWt TelecomArgentina
Bandwidth Exelixis MartenTransport TarenaIntl CIIG MergerWt MarinePetrol RGC Resources Wealthbridge BancoBBVA FlyingEagleWt LegacyAcqnUn TItanIntl
NEW HIGHS CincinnatiFin MaysJW RuhnnHolding WiMiHologram
BigRockPtrsUn FirstCitizensPfdA Masimo ThermoGenesis BancoMacro FortressValueAcqn PivotalInvCorp.IIWt Transocean
AgEagleAerial Cel-Sci Envela SoCA Ed pfC CollectiveGrowth
Bio-Techne Five9 Materialise TMSRHolding CementosPacasm GalileoAcqnWt SocialCapHedIII WarriorMetCoal
B2Gold Electromed ParamountGoldNV
BioMarinPharm GenMarkDiagn Medigus Tradeweb ChesapeakeEnPfd
NEW LOWS
BiondVaxPharm GlbXVideoGames MedigusWt TranslateBio NYSE
BlonderTongueLab HowmetAeroPfd IncomeOppRealty InnSuitesHosp
BiondVaxPharmWtGoresIV A MercurySystems UltragenyxPharm NEW HIGHS
ChardanHlthcr2
BiosigTech GoresIV Wt MersanaTherap USAutoPartsNtwk AlamosGold EmergentBiosol MSCI SocialCapHedII YEARLY HI/LO BARRON'S GOLD MINING INDEX
NASDAQ BlackDiamond
CadenceDesign
GreenVisionAcqnRt MonolithicPower
HainCelestial NantHealth
VanEckVideoGam
Vaxart
AstraZeneca EquityCommnwlth NeoPhotonics SocialCapHedIII
The yearly Barron's Gold Mining Index price; with a
Bio-RadLab A FlyingEagle NordicAmTankers Spotify
NEW HIGHS CapricorTherap HalozymeTherap Neonode Vermillion Bio-RadLab B FlyingEagleWt NovoNordisk Switch high/low range based on the weekly close.
1-800-FLOWERS CreativeRealities InvscDWAHlthcrMom ProShUltNdBio ChemoCentryx HebronTech OceanBioChem WernerEnterprises BostonBeer FortressValueAcqn OtisWorldwide TeekayTankers Year High Date Low Date
A-MarkPrecMet CreativeRealWt iRhythmTechs ProtectiveInsA ChinaJoJoDrug I-Mab Okta Wingstop BrookfdRenewPfdA17 GAIN Capital PJT Partners TeladocHealth
Aemetis CueBiopharma iSh1-3YTreasuryBd Quidel ChromaDex Imara OraSureTechs Y-mAbsTherap CC Neuberger I GFLEnvironmental PLDT ThermoFisherSci 2020 614.99 Feb 20 391.56 Mar 19
AkoustisTechs CyberOptics iShiBdsDec21Trea ReconTech CollectiveGrowth
Immunomedics OricPharm ZentalisPharm CableOne GFL Env Un PostalRealty TsakosEnergy 2019 597.01 Dec 26 400.31 Jan 24
AlbertonAcqn Cytosorbents iShMBSETF RedHillBio Compugen Incyte PapaJohn's Zynex Calix GrafIndustrial QTS Realty UsanaHealth 2018 540.76 Jan 25 382.52 Oct. 25
AlbertonAcqnUn DexCom iShNasdaqBiotech Repligen CoupaSoftware Inseego PetMedExpress Zynga CarrierGlobal GrafIndlWt QTSRealtyPfdB VeevaSystems 2017 567.38 Feb 16 456.65 Dec 07
AlnylamPharm DiscoveryB KalaPharm Replimune NEW LOWS Catalent Hill-Rom QuestDiag VistaOutdoor 2016 634.16 Aug 11 245.05 Jan 21
Amazon.com DocuSign KerosTherap ReynoldsCnsmr 36Kr ConyersParkII Wt NewProvidenceWt SecooHolding ChurchillCapIII Humana RiverNorthFlexMuni WeisMarkets 2015 557.39 Jan 22 265.74 Dec 17
AndinaAcqnIII DonegalGroup A KiniksaPharm SBA Comm AdvShDWAlphaEW CSX-LinksCrudeOil OptimumBank ShilohIndustries Ciena Inphi Rollins WestPharmSvcs
ArcturusTherap DraftKings LibertyGlobal B SeattleGenetics AGBA AcqnWt ECMOHO OrisunAcqnWt SiebertFin
2014 815.69 July 17 499.10 Dec 24
Coresite LGLSysAcqnWt SandstormGold WheatonPrecMet
Arvinas DraftKingsWt LightpathTech ShenandoahTel AkazooWt EmmisComm OttawaBncp SonnetBio Danaher LegacyAcqnUn ScottsMiracleGro YamanaGold 2013 1035.18 Jan. 10 619.44 June 28
AstaFunding DSP Group LogitechIntl SilganHoldings AlbertonAcqnWt FidelityD&D Perma-PipeIntl SummitWireless DigitalRealty LegacyAcqn Sea ZTO Express 2012 1370.44 Feb 02 963.93 Jul 12

CONFERENCE CALL CALENDAR


Earnings - Related
Company Date Time Earnings-Related Period Illinois Tool Works May 5 11:00AM Q1
Incyte May 5 8:00AM Q1
A. O. Smith May 5 10:00AM Q1 Iron Mountain May 7 8:30AM Q1
Activision Blizzard May 5 4:30PM Q1 Jack Henry & Associates May 5 8:45AM Q3
Albemarle May 7 9:00AM Q1 Jacobs Engineering May 6 4:45PM Q2
Alexion Pharmaceuticals May 6 8:00AM Q1 Kimco Realty May 8 8:30AM Q1
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Allstate May 6 9:00AM Q1 KLA May 5 5:00PM Q3


Ameriprise Financial May 7 9:00AM Q1 Leggett & Platt May 5 8:30AM Q1
AmerisourceBergen May 7 8:30AM Q2 Leidos May 5 8:00AM Q1
Ametek May 5 8:30AM Q1 Lincoln National May 7 10:00AM Q1
ANSYS May 7 8:30AM Q1 Loews May 4 11:00AM Q1
Apache May 7 11:00AM Q1 Marathon Petroleum May 5 9:30AM Q1
Apartment Investment and Management May 8 1:00PM Q1 Martin Marietta Materials May 5 11:00AM Q1
Aptiv PLC May 5 8:00AM Q1 Metlife May 7 9:00AM Q1
Arista Networks May 5 4:30PM Q1 Mohawk Industries May 5 11:00AM Q1
Assurant May 6 8:00AM Q1 Motorola Solutions May 7 5:00PM Q1
Atmos Energy May 7 10:00AM Q2 Newmont May 5 9:00AM Q1
Ball May 7 11:00AM Q1 NiSource May 6 9:00AM Q1
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Becton Dickinson and Co May 7 8:00AM Q2 Noble Energy May 8 9:00AM Q1


BorgWarner May 6 9:30AM Q1 NRG Energy May 7 9:00AM Q1
Bristol-Myers Squibb May 7 8:30AM Q1 Occidental Petroleum May 6 11:00AM Q1
CBRE May 7 8:30AM Q1 PayPal May 6 5:00PM Q1
CDW May 6 8:30AM Q1 PerkinElmer May 5 5:00PM Q1
CenterPoint Energy May 7 11:00AM Q1 Pioneer Natural Resources May 7 10:00AM Q1
CenturyLink May 6 5:00PM Q1 PPL May 8 11:00AM Q1
CF Industries May 7 11:00AM Q1 Progressive May 6 9:30AM Q1
Cognizant Technology Solutions May 7 5:00PM Q1 Prudential Financial May 6 11:00AM Q1
Danaher May 7 8:00AM Q1 Public Service Enterprise May 4 11:00AM Q1
DaVita May 5 5:00PM Q1 Qorvo May 7 5:00PM Q4
Devon Energy May 6 10:00AM Q1 Quanta Services May 7 9:00AM Q1
Diamondback Energy May 5 10:00AM Q1 Raytheon Technologies May 7 8:30AM Q1
Digital Realty Trust May 7 5:30PM Q1 Realty Income May 5 2:30PM Q1
Discovery May 6 8:00AM Q1 Regency Centers May 8 11:00AM Q1
Dominion Energy May 5 10:00AM Q1 Regeneron Pharmaceuticals May 5 8:30AM Q1
Electronic Arts May 5 5:00PM Q4 Republic Services May 5 5:00PM Q1
EOG Resources May 8 10:00AM Q1 Sealed Air May 5 10:00AM Q1
Equinix May 6 5:30PM Q1 Sempra Energy May 4 12:00PM Q1
Equity Residential May 6 11:00AM Q1 Skyworks Solutions May 4 4:30PM Q2
Essex Property Trust May 7 1:00PM Q1 Sysco May 5 10:00AM Q3
Everest Re Ltd May 7 10:30AM Q1 T-Mobile US May 6 4:30PM Q1
Exelon May 8 10:00AM Q1 Trane Technologies PLC May 5 10:00AM Q1
Extra Space Storage May 7 1:00PM Q1 TransDigm May 5 11:00AM Q2
Federal Realty Investment Trust May 7 10:00AM Q1 Tyson Foods May 4 9:00AM Q2
Fidelity National Information Services May 7 8:30AM Q1 UDR May 7 3:00PM Q1
Fiserv May 7 5:00PM Q1 Unum May 5 8:00AM Q1
Fleetcor Technologies May 7 5:30PM Q1 Varian Medical Systems May 4 4:30PM Q2
FLIR Systems May 6 9:00AM Q1 Ventas May 8 10:00AM Q1
Flowserve May 8 11:00AM Q1 ViacomCBS May 7 8:30AM Q1
Fortinet May 6 4:30PM Q1 Vulcan Materials May 6 11:00AM Q1
Fox May 6 4:30PM Q3 Walt Disney May 5 4:30PM Q2
General Motors May 6 10:00AM Q1 Waste Management May 6 10:00AM Q1
Genuine Parts May 6 11:00AM Q1 Western Union May 5 4:30PM Q1
Global Payments May 6 8:00AM Q1 Westrock May 5 8:30AM Q2
Healthpeak Properties May 6 12:00PM Q1 Williams Companies May 5 9:30AM Q1
Henry Schein May 5 10:00AM Q1 Xcel Energy May 7 10:00AM Q1
Hess May 7 10:00AM Q1 Xylem May 5 9:00AM Q1
Hilton Worldwide May 7 10:00AM Q1 Zoetis May 6 8:30AM Q1
HollyFrontier May 7 8:30AM Q1 Source: CCBN, www.ccbn.com
M34 BARRON’S May 4, 2020

Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, May 01, 2020 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 3.00 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 5.50 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008164 .0008126 1224.91 1230.62
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0052 .0052 190.5200 193.0300
Avg effective offer 0.06 0.06 2.43 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1016 .0996 9.8463 10.0418
Avg weekly auction-c 0.05 0.05 2.44 Switzerland (Franc) 1.0403 1.0281 .9613 .9727
4.95 1.15 Argentina (Peso)-y .0150 .0151 66.6079 66.3921 Taiwan (Dollar) .03343 .03323 29.909 30.095
T-Bills Rate CBOE Australia (Dollar) .6419 .6390 1.5579 1.5649 Thailand (Baht) .03083 .03081 32.440 32.460
13 weeks, Coupon Yield 0.122 0.127 2.439 S&P 100
s

s
Bahrain (Dinar) 2.6455 2.6452 .3780 .3780 Turkey (New Lira)-d .1426 .1434 7.0133 6.9734
13 weeks, Auction Rate 0.120 0.125 2.385 4.10 1.00 Brazil (Real) .1822 .1788 5.4873 5.5933 .0371 .0368 26.9445 27.1402
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.152 0.147 2.465 Bulgaria (Lev) .5598 .5526 1.7865 1.8097 U.K. (Pound) 1.2493 1.2365 .8004 .8087
26 weeks, Auction Rate 0.150 0.145 2.395 Canada (Dollar) .7098 .7094 1.4088 1.4095 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.12 0.17 2.39 Chile (Peso) .001198 .001166 834.70 857.40 Financial .02341 .02317 42.720 43.150
3.25 0.85 .1416 .1412 7.0623 7.0819 ----
Broker Call Rate China (Renminbi)
2.00 2.00 4.25 Euro 1.0980 1.0822 .9107 .9240
Colombia (Peso) .0002528 .0002475 3956.24 4040.50
Bankers Acceptances Croatia (Kuna) .1444711 .1433240 6.92 6.98 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 1.50 1.50 2.48 2.40 0.70 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 1.51 1.51 2.53 Commercial rate .04035 .03988 24.780 25.077 2005. y-floating rate.
3 months 1.51 1.51 2.63 Denmark (Krone) .1472 .1451 6.7931 6.8905
6 months 1.52 1.52 2.73 1.55 0.55 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0637 .0633 15.7057 15.7885
Euro Libor Rate Hong Kong (Dollar) .1290 .1290 7.7527 7.7508
1 month -0.420 -0.400 -0.418 Hungary (Forint) .003105 .003035 322.07 329.45
3 months -0.171 -0.152 -0.344
0.70 0.40
M J J A S O N D J F M A Iceland (Krona) .006891 .006824 145.11 146.54 ARMS INDEX
6 months -0.075 -0.068 -0.304 India (Rupee) .01326 .01311 75.410 76.282
12 months -0.038 -0.011 -0.209 Source: CBOE
Indonesia (Rupiah) .0000672 .0000649 14875 15400
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .2850 .2840 3.5085 3.5212
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Japan (Yen) .009354 .009304 106.90 107.48
1 month 0.30 0.44 2.47 the index is the number of advancing stocks divided by the number of
3 months 0.54 0.89 2.56 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002347 .002322 426.04 430.71
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.2334 3.2162 .3093 .3109
6 months 0.71 0.92 2.62 High bullish readings in the Consensus stock index or in the .1261 .1252 7.9312 7.9843 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.84 0.94 2.75 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2327 .2294 4.2975 4.3595 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 4/27 4/28 4/29 4/30 5/1
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 3.95 Floating rate .0406 .0400 24.6032 24.9884
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .6060 .6017 1.6502 1.6620 NYSE .81 .72 1.42 .84 1.77
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .0971 .0941 10.2961 10.6227 NYSE American 1.09 .32 1.46 1.84 .75
Switzerland 0.50 0.50 0.50 Consensus Bullish Sentiment 32% 30% 28% Oman (Rial) 2.5963 2.5967 .3852 .3851 Nasdaq 1.19 1.16 1.24 .65 .65
Britain 0.10 0.10 0.75 Pakistan (Rupee) .00623 .00622 160.500 160.900
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (816) 373-3700. editor@consensus-inc.com Philippines (Peso) .01977 .01969 50.570 50.800
Other Money Rates Poland (Zloty) .2406 .2386 4.1571 4.1915
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2740 .2753 3.6503 3.6322 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 2.26 2.36 3.80 Bullish 30.6% 24.9% 34.9% Russia (Ruble)-a .01327 .01341 75.356 74.591
Bearish 44.0 50.0 42.7 12-Month Year Week %
Bank money market-z 0.16 0.16 0.25 Saudi Arabia (Riyal) .2661 .2659 3.7585 3.7606
Neutral 25.4 25.1 22.4 High Low 4/30 4/23 Ago Chg.
Interest Checking-z 0.05 0.06 0.07 Singapore (Dollar) .7066 .7023 1.4152 1.4238
6-Month Certif-z 0.28 0.28 0.64 Source: American Association of Individual Investors, South Africa (Rand) .0532 .0525 18.8125 19.0470 614.99 391.56 Gold mining 596.52 594.91 425.81 +0.27
12-Month Certif-z 0.45 0.46 1.00 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.49 0.49 1.04 Market Vane
5-Year Certificates-z 0.67 0.68 1.46 Bullish Consensus 32% 29% 32%
U.S. Savings EE Bonds: FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
Source: Market Vane, P.O. Box 90490,
Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Prev. Year Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Member Bank Latest Week Ago Handy & Harman 5/1 4/24 Ago
the Federal Reserve on a weekly average basis. Reserve Chgs. (Mil. $) Week Change Change
Indicator 48.1% 47.4% 49.1% Gold, troy ounce 1686.25 1715.90 1278.55
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 One week ended Apr 29: Silver, troy ounce 14.94 15.08 14.94
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Factset. z-Bankrate.com. New York, NY 10019 (844) 207-1445. timsupport@timgroup.com U.S. Gov't securities: Base for pricing gold and silver contents of shipments and for
Bought outright 5,562,498 + 110,726 +1,839,511 making refining settlement.
Price Premium Premium
Federal agency secur: Coins $ %
WEEKLY BOND STATISTICS Bought outright 2,347 .... ....
Reserve bank credit: Krugerrand 1764.78 67.88 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Primary Credit 31,259 -3,694 + 31,256
Maple Leaf 1781.75 84.85 5.00
Week Week Week Week Week Week Mexican Peso 2053.95 8.00 0.39
Secondary Credit .... .... ....
Austria Crown 1666.30 3.00 0.18
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Seasonal Credit .... .... -21
Austria Phil 1781.75 84.85 5.00
Corporate (z) 64,266 r41,544 18,461 general obligation municipal bonds.) Float -367 -163 + 82 U.S. Eagles 1781.75 84.85 5.00
Municipal (z) 6,100 r8,181 6,632 2.56 2.36
3.73 Other F.R. Assets 37,947 + 2,012 + 9,936
Premium is the amount over the value of the gold content in the
Best Grade Bonds-y (Barron's index of 10 high-grade Total Fed Credit # 6,597,655 + 146,446 +2,725,889 coin. Source Manfra, Tordella & Brookes, Inc.
Bond Buyer Municipal Bond Index (Index of 40 Gold stock 11,041 .... .... Bullion spot gold price 1696.90
corporate bonds.) actively-traded tax-exempt bonds; component issues are SDR Certif. Accounts 5,200 .... ....
2.13 2.22 3.50 changed regularly to keep the index a current picture of the Treas. Curr. Outst. 50,275 + 14 + 378
Interm-Grade Bonds-y (Barron's index of 10 market. Source: The Bond Buyer Total 6,684,611 + 146,442 +2,726,176 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.93 3.83 3.81 Currency in circ 1,903,433 + 12,518 + 175,001
4.44 4.33 4.16 Stock/Bond Yield Gap-s (Difference between yield on Treas. Cash Hldgs 298 -3 -33 Turnover: Ending a month of decades-
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Fed Deposits 997,507 + 96,176 + 597,009 high trading volume, gold slid 1.7% for
Confidence Index (High-grade index divided by inter- Foreign Fed Deposits 16,317 + 24 + 11,073
mediate-grade index; decline in latter vs. former generally +.66 +.56 –1.33 Other Fed Deposits 272,699 + 3,730 + 218,058 the week, to $1,686 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Other FR liab/cap 63,908 -2,343 + 19,255 Barron's Gold Mining Index (596.52)
50
48.0 51.2 84.0

s
Corp Bonds, (y) 2.69 2.72 3.77 Total factors 3,525,469 + 90,804 +1,028,453
Other Confidence Indicators: v-Week ended Thursday. y-Yield to maturity, week ended Thursday.
Reserves F.R. banks 3,159,142 + 55,638 +1,697,723 40
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Fgn hold U.S. debt 3,337,349 + 17,160 -123,874
Bloomberg Barclays US Long Treasury*(This
index measures the performance of fixed-rate, nominal US Reserve Aggr (Mil. $ sa) Latest Prev. Wk. % Year 30
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) MONEY SUPPLY Two Wks Ended Apr 22: Wk. Week Chg. Ago
4953.16 5033.95 3575.78 Total Reserves: 3,011,273 2,647,180 13.75 1,620,224 20
Money Supply (Bil. $) Latest Prev. Yr. Ago YOY % Chg
Nonborrowed Res # 2,887,550 2,517,024 14.72 1,620,200
Bloomberg Barclays US Credit (This index Week ended April 20 Required Res ## 0 0 .... 194,577
includes all publicly issued, fixed-rate, non-convertible, invest- M1 (seas. adjusted) 4,872.8 r4,739.3 3,788.4 28.62 Excess Reserves: 3,011,273 2,647,180 13.75 1,425,647 10
ment-grade, dollar-denominated, SEC-registered corporate M1 (not adjusted) 4,905.7 r4,645.8 3,864.0 26.96 s
Borrowed Reserves 123,723 130,156 -4.94 24
debt. All issues have at least one year to maturity and outstand- M2 (seas. adjusted) 17,234.8 r16,871.3 14,489.4 18.95 Handy & Harman Gold Price
M2 (not adjusted) 17,355.3 r17,091.4 14,574.0 19.08 Free Reserves ### 2,887,550 2,517,024 14.72 1,425,623
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) Week ended April 22 Monetary Base 4,899,202 4,526,124 8.24 3,282,067 0
3129.64 3126.18 2843.58 M1 Mult. Replacement (St. Louis Fed) 1.001 r0.948 1.176 -14.88 # Fed supply of permanent reserves provided.
Ryan Labs Treasury Index (Index of total return from Monthly Money Supply ## Demand for reserves to back deposits.
### Free reserves equal excess reserves minus discount window bor-
-10
active Treasury notes and bonds. Dec. 31, 1996=100.) Month ended March rowings other than extended credit. Free reserves are shorthand method J J A S O N D J F M A
M1 (seas. adjusted) r4,268.2 r4,009.9 3,725.9 14.55 of determining the degree of ease of Fed policy, or when they are negative
336.73 338.05 279.62 M2 (seas. adjusted) 16,103.6 15,511.4 14,468.1 11.30 net borrowed reserves, tightness.
May 4, 2020 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 16 813 35,786 $ 44.02 NYSE NYSE
Simply Good Foods ....................................... SMPL 14 339,012 6,409,391 $ 18.91
Darden Restaurants Inc.................................. DRI 13 79,308 4,714,878 $ 59.45
Monday Wednesday Clorox 1.06 Tuesday Concho Resources
Core Laboratories
.20
.01
Brown & Brown .085
Deere .76 Carriage Services .075
(May 4) (May 6) (May 5)
Bunge ............................................................. BG 11 227,930 9,983,125 $ 43.80 Eagle Materials .10 Credit Suisse Group .071 DR Horton .175
ABM Industries .185 Graco Inc .175 Employers Holdings .25
Genl Dynamics 1.10 Crestwood Equity .625 Global Partners .394
Cit ................................................................... CIT 11 113,429 1,637,235 $ 14.43 CVS Health .50 Intercorp Finl Svcs 1.75
Levi Strauss .08
Koninklijke Philips ADR .961 First Commonwealth .11
Lowe's Cos .55 Helmerich & Payne .71
Dillard's .15 MDC Holdings .33 IBM 1.63
Luxfer Holdings .125 Mastercard .40 INVESCO .155
Ennis .225 UBS Group .73
Top 5 Insider Sales by Company in 2020 Royal Bk of Scotland .13 Medifast 1.13 nVent Electric .175
Webster Financial .40
Lamb Weston Holdings .23 Marine Products .08
PerkinElmer .07 Lithia Motors Cl A .30 MGIC Investment .06
Number of Number of Avg. Universal Corp .76 Smith & Nephew ADR .462
Company Symbol Insiders Shares $ Value Price West Pharmaceutical .16 SM Energy .01 Wednesday Magellan Midstream 1.028 Mueller Water Products .052
Tuesday USA Compression .525 (May 6) MetLife .46 Olin Corp .20
Salesforce.Com Inc ........................................ CRM 36 700,127 117,548,848 $ 167.90 (May 5)
Thursday Xinyuan Real Estate ADR .10 Affiliated Managers .01 MPLX .688
PPG Industries .51
(May 7) Norfolk Southern .94
CRH ADR .704
Zoom Video Communications Inc.................. ZM 26 1,667,970 175,014,309 $ 104.93
Ferrari 1.235 Celanese .62 Saturday Armstrong Wrld Ind .20
NY Community Bancorp .17
Rollins Inc .08
AZZ .17 Standex Intl .22
Tradeweb Markets Inc .................................... TW 22 2,321,890 107,939,178 $ 46.49 Kadant .24 Costamare .10 (May 9)
Energy Transfer .305
Parker Hannifin .88
Systemax .14
Slack Technologies Inc .................................. WORK 22 2,979,332 70,874,964 $ 23.79 UBS Group .73 NONE Pfizer .38
Lennar Cl A .125 Entergy .93 WW Grainger 1.44
Santander Consumer .22
Crowdstrike Holdings Inc............................... CRWD 21 2,797,804 153,026,829 $ 54.70 Lennar Cl B .125 Friday Sunday FirstEnergy .39 Sensient Technologies .39 Saturday
Park Aerospace .10 (May 8) (May 10) KB Home .09 Sonoco Products .43 (May 9)
PNC Fincl Svcs 1.15 American Express .43 NONE Matson Inc. .22 Sterling Bancorp .07
STOCK SPLITS/DIVIDENDS NGL Energy Partners .20
NONE
NASDAQ Sunoco .826
Wabtec .12
Sunday
Record Ex-Dividend Payment Walmart .54
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Monday Wednesday Friday Thursday Wells Fargo .51 (May 10)
NONE
NONE (May 4) (May 6) (May 8) (May 7) Friday
ConnectOne Bancorp .09 Activision Blizzard .41
Green Plains Partners .12 American Elec Power .70 (May 8) Monday
MetroCity Bankshares .11 Cadence Bancorp .05 AllianceBernstein .64 (May 11)
SPECIAL DIVIDENDS Tuesday ASML Holding 1.272
Charles Schwab .18 Archrock .145 American Water Works .55
Saturday
Record Ex-Dividend Payment (May 5) Thursday (May 9) NONE
CIT Group .35 BP ADR .63 Equitrans Midstream .15
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Lakeland Financial .30 (May 7)
Werner Enterprises .09 Coca-Cola Consolidated .25 Sunday NASDAQ
John B Sanfilippo & Son-JBSS (Nasdaq) ........................................... 1.00 5-27 5-26 6-17 (May 10)
WSFS Financial .12
Loral Space & Comm-LORL (Nasdaq)................................................. 5.50 5-14 5-13 5-28 Union Bankshares .32 Ohio Valley Banc .21 Tuesday Thursday
MSB Financial-MSBF (Nasdaq) ............................................................ 0.22 5-12 5-11 5-26 (May 5) (May 7) Friday
NYSE American BankFinancial .10 American Software Cl A .11 (May 8)
DIVIDEND PAYMENT REDUCTIONS Monday Wednesday Friday Dime Community Banc .14 Artesian Resources Cl A .25 Enterprise Bancorp .175
(May 8) NONE Richardson Electronics .06 BCB Bancorp .14 Home Bancorp .22
Adjusted % Record Ex-Div Payment (May 4) (May 6)
Capital Product Partners .35 Mid Penn Bancorp .18
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date NONE NONE Saturday TD Ameritrade Holding .31
CenterState Bank .14 Noble Energy .02
West Bancorp .21
Affiliated Managers-AMG (NYSE) ....................... 0.1 Q .01 .32 -96.9 % 5-07 5-06 5-21 Tuesday Thursday (May 9) NONE
Colony Bankcorp .10 Southern Natl Bncp of VA.10
AllianceBernstein-AB (NYSE)............................. 12.3 Q .64 .85 -24.7 % 5-11 5-08 5-28 (May 5) (May 7) Sunday Wednesday Community Bancsh .045 WVS Financial .10
Altra Industrial Motion-AIMC (Nasdaq) ............... 0.6 Q .04 .17 -76.5 % 6-18 6-17 7-06 NONE NONE (May 10) NONE (May 6)
Franklin Electric .155
First Bank .03 Saturday
American Assets Trust-AAT (NYSE)................... 2.9 Q .20 .30 -33.3 % 6-11 6-10 6-25 First Community Bncsh .25
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

(May 9)
Heritage Commerce .13
Artisan Ptrs Asset Mgmt-APAM (NYSE).............. 8.8 Q .61 .68 -10.3 % 5-15 5-14 5-29 NAME CHANGES
German American Banc .19 NONE
Intel .33 Heidrick & Struggles Intl.15
Barings Corp Investors-MCI (NYSE) .................. 7.4 Q .24 .30 -20.0 % 5-04 5-01 5-15 Lake Shore Bancorp .12 Sunday
Barings Part Investors-MPV (NYSE)................... 7.0 Q .20 .27 -25.9 % 5-04 5-01 5-15 Hope Bancorp .14
NYSE Landstar System .185 JB Hunt Transport .27 (May 10)
Blackstone Group-BX (NYSE) ............................ 3.9 Q .39 .61 -36.1 % 5-04 5-01 5-11 Northeast Bank .01 NONE
Martin Midstream .062
Cadence Bancorp-CADE (NYSE)......................... 3.3 Q .05 .175 -71.4 % 5-08 5-07 5-15 None Northwest Bancshares .19 Opus Bank .11 Monday
CenterPoint Energy-CNP (NYSE)........................ 3.6 Q .15 .29 -48.3 % 5-21 5-20 6-11 NYSE American OP Bancorp .07 Pacific Premier Bancorp .25 (May 11)
CNX Midstream Partners-CNXM (NYSE)............. 17.8 Q .0829 .4143 -80.0 % 5-07 5-06 5-15 Rush Enterprises A .13 PC-Tel .055 HBT Financial .15
Community West Bancshares-CWBC (Nasdaq) . 2.7 Q .045 .055 -18.2 % 5-08 5-07 5-29 None Rush Enterprises B .13 Sirius XM Holdings .013 Macatawa Bank .08
Core Laboratories-CLB (NYSE)........................... 0.2 Q .01 .25 -96.0 % 5-08 5-07 5-19 Nasdaq Silicon Motion Tech ADR .35 South State .47 MSB Financial .22
CorEnergy Infr Tr-CORR (NYSE) ......................... 1.7 Q .05 .75 -93.3 % 5-15 5-14 5-29 Veritex Holdings .17 Starbucks .41 Paccar .32
EQM Midstream Partners-EQM (NYSE) .............. 19.5 Q .3875 1.16 -66.6 % 5-05 5-04 5-14 None Wintrust Financial .28 Washington Federal .22 Peapack Gladstone .05
Equitrans Midstream-ETRN (NYSE).................... 7.3 Q .15 .45 -66.7 % 5-12 5-11 5-21
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Fresh Del Monte Produce-FDP (NYSE) ............... 0.7 Q .05 .10 -50.0 % 5-13 5-12 6-05 NYSE DATA BANK NYSE American
GlaxoSmithKline ADR-GSK (NYSE).................... 4.8 Q .472036 .566983 -16.7 % 5-15 5-14 7-09
Global Partners-GLP (NYSE)............................... 17.1 Q .39375 .525 -25.0 % 5-11 5-08 5-15 Latest Preceding Year-Ago Tuesday Thursday Saturday
Month Month Month (May 9)
Golar LNG Partners-GMLP (Nasdaq) ................... 3.0 Q .0202 .4042 -95.0 % 5-07 5-06 5-14 (May 5) (May 7)
NONE
Great Western Bancorp-GWB (NYSE) ................ 3.5 Q .15 .30 -50.0 % 5-15 5-14 5-29 Bond Volume
NONE NONE
Sunday
Harley-Davidson-HOG (NYSE) ............................ 0.4 Q .02 .38 -94.7 % 5-22 5-21 6-12 Wednesday Friday (May 10)
Holly Energy Partners-HEP (NYSE) .................... 9.7 Q .35 .6725 -48.0 % 5-04 5-01 5-14 (Thous. $) March 0 0 0 (May 6) NONE
(May 8)
Kimbell Royalty Partners-KRP (NYSE) ............... 18.8 Q .17 .38 -55.3 % 5-04 5-01 5-11 Cheniere Energy Ptnr .64 Gold Resource .003 Monday
Knoll-KNL (NYSE) ................................................ 1.5 Q .04 .17 -76.5 % 6-15 6-12 6-30 Security Sales
Seaboard 2.25 (May 11) NONE
Marine Products-MPX (NYSE) ............................ 3.5 Q .08 .12 -33.3 % 5-11 5-08 6-10 Customers' margin debt
Methanex-MEOH (Nasdaq)................................... 1.0 Q .0375 .36 -89.6 % 6-16 6-15 6-30
NGL Energy Partners-NGL (NYSE) ..................... 14.6 Q .20 .39 -48.7 % 5-07 5-06 5-15
(Mil $) March 479,291 545,127 574,013 TRADING SUSPENDED
Noble Midstream Partners-NBLX (Nasdaq)......... 41.4 Q .1875 .6878 -72.7 % 5-08 5-07 5-15 Customers' credit balances
Rollins Inc-ROL (NYSE) ....................................... 0.8 Q .08 .12 -33.3 % 5-11 5-08 6-10 (Mil $) March 191,046 163,001 141,074 NYSE
Southern Copper-SCCO (NYSE).......................... 2.5 Q .20 .40 -50.0 % 5-13 5-12 5-26 Free credit bal. cash accounts Diamond Offshore Drilling (DO)
TN Valley Authr Pwr Bds D-TVC (NYSE).............. 2.1 Q .133375 .221875 -39.9 % 8-31 8-28 9-01
Unilever ADR-UL (NYSE) .................................... 3.5 Q .4445 .4517 -1.6 % 5-15 5-14 6-04 (Mil $) March 226,202 197,716 180,765 NYSE American
Unilever ADR-UN (NYSE) .................................... 3.2 Q .4445 .4517 -1.6 % 5-15 5-14 6-04 Short interest None
United Bancshares-UBOH (Nasdaq).................... 1.8 Q .07 .14 -50.0 % 5-29 5-28 6-15 (Thous. Shs) Apr. 15 15,684,631 15,637,208 14,755,637
USD Partners-USDP (NYSE)................................ 38.6 Q .111 .37 -70.0 % 5-05 5-04 5-15 Nasdaq
Short interest ratio
Winmark-WINA (Nasdaq) ..................................... 0.1 Q .05 .25 -80.0 % 5-13 5-12 6-01 Mellanox Technologies (MLNX)
(d) Apr. 15 2.6 2.1 4.8
(d) For period
MutualFirst Financial (MFSF)
DIVIDEND PAYMENT BOOSTS r-Revised Source: NYSE. *-Now includes composite trades. PB Bancorp (PBBI)
Adjusted % Record Ex-Div Payment Qualstar (QBAK)
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date
ADJUSTABLE MORTGAGE BASE RATES Reebonz Holding (RBZ)
American Water Works-AWK (NYSE) ................... 1.8 Q .55 .50 10.0 % 5-12 5-11 6-02
Canadian Natl Railway-CNI (NYSE)....................... 2.0 Q .4097 .405982 0.9 6-09 6-08 6-30 YOY
Cheniere Energy Ptnr-CQP (NYSE AMER ) ............ 7.6 Q .64 .63 1.6 5-07 5-06 5-15 May 1 Apr 24 Yr. Ago % Chg NEW LISTINGS
Dorchester Minerals-DMLP (Nasdaq) ................... 16.8 Q .477891 .361242 32.3 5-04 5-01 5-14
Eaton Vance Global Income-EVGBC (Nasdaq)..... 4.2 M .0264 .0252 4.8 5-04 5-01 5-06 1 Year Treas Bills 0.17 0.21 2.43 -93.00 NYSE
Eaton Vance TABS 5-to-15Y-EVLMC (Nasdaq) .... 2.2 M .0194 .0188 3.2 5-04 5-01 5-06 2 Year Treas Notes 0.21 0.22 2.33 -90.99
Enviva Partners-EVA (NYSE).................................. 7.7 Q .68 .675 0.7 5-15 5-14 5-29 3 Year Treas Notes 0.26 0.27 2.30 -88.70 APi Group (APG)
First Fincl Bankshares-FFIN (Nasdaq) .................. 1.9 Q .13 .12 8.3 6-16 6-15 7-01 5 Year Treas Notes 0.36 0.38 2.34 -84.62 Fortress Value Acquisition (FVACU)
Hess Midstream-HESM (NYSE) .............................. 10.3 Q .431 .4258 1.2 5-04 5-01 5-14 10 Year Treas Notes 0.61 0.68 2.55 -76.08 NYSE American
IBM-IBM (NYSE) ........................................................ 5.3 Q 1.63 1.62 0.6 5-08 5-07 6-10 20 Year Treas Bds 1.00 1.11 2.78 -64.03
John B Sanfilippo & Son-JBSS (Nasdaq) .............. 0.7 O 1.00 .60 66.7 5-27 5-26 6-17 None
11th District % Mar 0.884 0.989 0.958 -7.72
MetLife-MET (NYSE) ................................................. 5.3 Q .46 .44 4.5 5-08 5-07 6-12 Nasdaq
FHFA PMMS+ 3.46 3.63 .... ....
People's United Finl-PBCT (Nasdaq) ..................... 6.0 Q .18 .1775 1.4 5-01 4-30 5-15
Postal Realty Trust Cl A-PSTL (NYSE) .................. 3.2 Q .20 .17 17.6 5-11 5-08 5-29 Fed annualized yields adjusted for constant maturity. FHFA Collective Growth (CGROU)
Raytheon Technologies-RTX (NYSE)................... 3.1 Q .475 .433514 9.6 5-15 5-14 6-18 PMMS+ is the Federal Housing Finance Agency's adjusted version Delcath Systems (DCTH)
of Freddie Mac's 30-yr FRM Primary Mortgage Market Survey. This
Tetra Tech-TTEK (Nasdaq) ....................................... 0.9 Q .17 .15 13.3 5-13 5-12 5-29 Index replaces the discontinued FHFA Contract Rate. Lyra Therapeutics (LYRA)
X W L C 10 11 12 H G R P 4 8 3 F A M 6 7 9 0 I
M36 BARRON’S May 4, 2020

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