WHY MODERNA’S STOCK IS A BUY • PAGE 15

VOL. CI NO. 17 APRIL 26, 2021 $5.00

>
Our latest survey of money managers finds a sharp leap in bullish
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sentiment since last fall. But keep an eye on inflation.

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C O NT EN TS 04.26.21 VOL.CI NO.17

P. 14 P. 17 P. 31

They Want to Do Tech Trader: Netflix

the Locomotion Stocks Worth Filling Up On as a Reopening Play
Follow-Up: Railroad rivals With their cheap valuations and generous yields, packaged-food giants such as Kellogg, By ERIC J. SAVITZ
Canadian Pacific and Canadian Mondelez, and Hershey offer an appetizing alternative to bonds. And they have better
National both have their sights growth prospects than many expect. By ANDREW BARY P. 32
trained on Kansas City Southern.
Income: Stocks for a
By BILL ALPERT The Food Group
The packaged-foods group looks appetizing after badly trailing the S&P 500 this past year.
Challenging Backdrop
P. 15 By LAWRENCE C. STRAUSS

Moderna’s Growth Is 60%

P. 33
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Nothing to Sneeze at
Vaccine maker Moderna could see
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P. 21 P. M4

Perrigo Taps Into Its Emerging Markets:

Inner Strengths -20 China’s Digital Yuan
Sizing Up Small-Caps: Perrigo’s 2019 2020 2021 By CRAIG MELLOW
transformation back into a pure- Source: Bloomberg
play consumer-health company P. M5
could heal its long-suffering stock.
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Striking Price: Sharp
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Index P. 4
P. 22 P. 34 P. 7 By STEVEN M. SEARS
Review & Preview P. 12
The Big Money Crowd Mailbag P. 39 Bill Miller Is Back Up & Down Wall Street: P. M6
Is Bullish on Stocks
Inside Scoop P. M7
on Top of His Game Proposed Tax Hikes
Charting the Market P. M9
Commodities: Risks to
Cover Story: America’s money Winners and Losers P. M10 Q&A: The former Legg Mason Set Investors on Edge
managers see more gains ahead for Research Reports P. M11
star, redeemed by big bets on By RANDALL W. FORSYTH
the Rally in Oil Prices
Market View P. M12
stocks—but an uptick in inflation. Statistics P. M13
Amazon.com and Bitcoin, is By MYRA P. SAEFONG
What to buy as the economy booms. bullish on stocks such as GM. P. 11
By NICHOLAS JASINSKI Cover Illustration by
István Szugyiczky
By WILLIAM GREEN
Streetwise: This HVAC
Stock Is a Bit Too Hot Barron’s Roundtable
P. 28 P. 38
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I N D EX
Our index lists significant companies mentioned in stories and columns,
plus Research Reports, and Corrections & Amplifications. The references
are to the first page of the item in which the company is mentioned.
A AAR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M11
AbbVie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 13
Airbnb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Alibaba Group Holding . . . . . . . . . . . . . . . . . 12,M9
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,38
Altria Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . 13,26,34,38
American Express . . . . . . . . . . . . . . . . . . . . . . . . . 32
American Tower . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Ameriprise Financial . . . . . . . . . . . . . . . . . . . . . . . 13
Amgen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Apollo Global Management . . . . . . . . . . . . . . . . M3
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,26,38
Automatic Data Processing . . . . . . . . . . . . . . . . 13
B Bally's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
BASF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
Becton Dickinson . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Biogen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
BlackRock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Blackstone Group . . . . . . . . . . . . . . . . . . . . . . . . M11
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
BorgWarner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
Bristol Myers Squibb . . . . . . . . . . . . . . . . . . . . . . 13
Brookfield Property . . . . . . . . . . . . . . . . . . . . . . . 29
C Cadence Design Systems . . . . . . . . . . . . . . . . . . 13
Canadian National Railway . . . . . . . . . . . . . . . . 12
Canadian Pacific Railway . . . . . . . . . . . . . . . . . . 12
Capital One Financial . . . . . . . . . . . . . . . . . . . . . . 13
Carlyle Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,32
Cboe Global Markets . . . . . . . . . . . . . . . . . . . . . . 13
Charter Communications . . . . . . . . . . . . . . . . . . . 13
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Choice Hotels International . . . . . . . . . . . . . . . . 12
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
CME Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Coinbase Global. . . . . . . . . . . . . . . . . . . . . . . . . . .M7
Colgate-Palmolive . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Comcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,32
Conagra Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Crispr Therapeutics . . . . . . . . . . . . . . . . . . . . . . M9
D Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Delek US Holdings . . . . . . . . . . . . . . . . . . . . . . . M7
Dycom Industries . . . . . . . . . . . . . . . . . . . . . . . . . . 29
E Eaton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
eBay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Emergent Biosolutions . . . . . . . . . . . . . . . . . . . . M9
Equinix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
F Facebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,38
FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Fidelity National Information Services . . . . . 27
Fiserv . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
G General Dynamics . . . . . . . . . . . . . . . . . . . . . . . . . 13
General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Gillette India . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
H Haemonetics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Harley-Davidson . . . . . . . . . . . . . . . . . . . . . . . . . . M9
HCA Healthcare . . . . . . . . . . . . . . . . . . . . . . 32,M11
Hershey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,17
H&M Hennes & Mauritz . . . . . . . . . . . . . . . . . . M3
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Hostess Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 JDE Peet's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 M Mastercard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Humana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 J.M. Smucker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 McDonald's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . 32,38 Meituan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Johnson Matthey . . . . . . . . . . . . . . . . . . . . . . . . . M4 Merck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,32
Icahn Enterprises . . . . . . . . . . . . . . . . . . . . . . . . M7 JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,26
Inovio Pharmaceuticals . . . . . . . . . . . . . . . . . . . M9 MicroStrategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,M2,M9 K Kansas City Southern . . . . . . . . . . . . . . . . . . 12,M9 Middleby . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,14
Interactive Brokers Group . . . . . . . . . . . . . . . . M5 Kellogg . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 MiMedx Group . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Intercontinental Exchange . . . . . . . . . . . . . . . . . 13 Kraft Heinz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,17 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Intuitive Surgical . . . . . . . . . . . . . . . . . . . . . . . . M11 Molson Coors Beverage . . . . . . . . . . . . . . . . . . . . 27
Invesco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 L Las Vegas Sands . . . . . . . . . . . . . . . . . . . . . . . . . M11 Mondelez International . . . . . . . . . . . . . . . . . . 13,17
Lennox International . . . . . . . . . . . . . . . . . . . . . . 11 Moody's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
J J.B. Hunt Transport Services . . . . . . . . . . . . . . 19 Lordstown Motors . . . . . . . . . . . . . . . . . . . . . . . . M7 MSCI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
JD.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
N Netflix . . . . . . . . . . . . . . . . . . . . . . . . 12,31,38,M2,M9
Newmont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,M2
Nikola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Nordstrom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Norfolk Southern . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Northrop Grumman . . . . . . . . . . . . . . . . . . . . . 13,32
Novavax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
NXP Semiconductors . . . . . . . . . . . . . . . . . . . . . . 13
Rupert Murdoch Executive Chairman, News Corp
O Otis Worldwide . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng
P Peloton Interactive . . . . . . . . . . . . . . . . . . . . . 26,M9
Perrigo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar
Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
MANAGING EDITORS, BARRON’S GROUP Duncan Mavin, Dave Pettit
Q Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
R Raytheon Technologies . . . . . . . . . . . . . . . . . . 11,13
DEPUTY EDITOR Alex Eule
Ben Levisohn
DEPUTY EDITOR Regeneron Pharmaceuticals . . . . . . . . . . . . . . . . 15
EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
Revlon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Riot Blockchain . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane S S&P Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
MANAGING EDITOR, ENTERPRISE Brian Hershberg
SBA Communications . . . . . . . . . . . . . . . . . . . . . . 13
Sears Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat Shopify . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Spotify Technology . . . . . . . . . . . . . . . . . . . . . . . M9
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
SENIOR WRITERS Bill Alpert, Daren Fonda, Matthew C. Klein, Leslie P. Norton, Sysco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Al Root, Avi Salzman, Alexandra Scaggs, Lawrence C. Strauss
T Taiwan Semiconductor Manufacturing . . . . . . 13
REPORTERS Lisa Beilfuss, Luisa Beltran, Max A. Cherney, Carleton English, Nicholas Jasinski, Evie Liu, Tencent Holdings . . . . . . . . . . . . . . . . . . . . . . . . . M4
Shaina Mishkin, Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Jacob Sonenshine, Ben Walsh Teradata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,13,35
STORY EDITORS Henry Cutter, Mel Gray, Ed Lin, Erin McCarthy Texas Instruments . . . . . . . . . . . . . . . . . . . . . . . . . 13
Textron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman
Thermo Fisher Scientific . . . . . . . . . . . . . . . . . . . 13
IDEAS EDITOR Matt Peterson 3M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,38
TJX Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
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RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam United Airlines Holdings . . . . . . . . . . . . . . . . . M11
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6 BARRON’S April 26, 2021

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 April 26, 2021
UP & DOWN WALL STREET
Higher Capital-Gains
Tax Wouldn’t Be
As Scary as It Sounds
S
hocked! Shocked! As in
the classic line from the
film Casablanca, the
stock market somehow
was surprised by re-
ports that the Biden
administration is set to
propose a sharp increase in capital-
gains taxes on high earners.
That’s even though that prospect
had been discussed widely, including
in this space, following Joe Biden’s
inauguration as president in January.
And it had been a major part of the
Democrats’ platform during the elec-
tion campaign last year.
Yet stocks hit an air pocket when
the news was reported early Thursday
afternoon, suggesting that the reaction
was caused in great part by machines
programmed to scan headlines. By
Friday, the losses were more than re-
couped after human investors had
time to read and reassess the reports.
Those indicated that the adminis-
tration would propose taxing capital
gains at the same rate as ordinary
income for people earning over $1
million a year. The top bracket for
them also would revert to 39.6% from
the 37% peak rate under the Tax Cuts
and Jobs Act of 2017.
Amr Alfiky/The New York Times/Bloomberg
The net effect would roughly be to
double the rate on capital gains for
these high earners, to 43.4% from the
current 23.8%, including the 3.8%
Obamacare levy on investment in-
come. It would mean that, for the
first time, some Americans’ capital
gains would be taxed at a higher rate
than ordinary income, such as wages
and salaries, instead of getting fa-
vored treatment as it has during
BARRON’S
most of U.S. tax history.
None of these proposals has been
officially announced or made yet;
they’re likely to be outlined when the
president addresses a joint session of
Congress Wednesday evening. “The
Biden tax proposals are an opening
salvo in a negotiating process,” writes
Greg Valliere, chief U.S. strategist for
By Randall W. AGF Investments, in a client note. He
Forsyth and other Washington watchers look
for the administration to seek a cap-
gains rate of 28% or 30% for million-
dollar earners, which would be about
halfway between the current 23.8%
and the 43.4% top rate reportedly un-
der consideration.
And because it’s basically an unof-
President Joe Biden is mulling raising taxes on capital gains above those on ordinary income for very high earners.
A bigger impact might come from elimination of
the step-up in cost basis on inherited assets,
dealing a big hit on investments made years ago.
ficial trial balloon at this point, there
are far more questions than answers
about any tax changes that could be
aimed at investors.
In its efforts to tax capital the same
as labor, the administration also could
seek to tax dividends at the same rate
as ordinary income. Since 2003, these
payouts have been taxed at the lower
capital-gains rate, which helps to off-
set their double taxation at the corpo-
rate and shareholder levels.
Another reported target is the es-
tate-tax exemption. The administra-
tion would seek to slash the current
one of $11.7 million to $5.5 million.
However, because the exemption effec-
tively is doubled for couples, the
change would affect only a small num-
ber of estates.
Potentially, a bigger impact would
come from the elimination of the step-
up in cost basis on inherited assets.
That could produce a big hit on invest-
ments made years ago. For instance, if
you invested $10,000 in the SPDR
S&P 500 exchange-traded fund
(ticker: SPY) when it debuted on Jan.
29, 1993, it now would be worth
$159,472.86, according to Morningstar
calculations. Under current law, if you
were to die, your heirs would owe
taxes only on gains above that appre-
7
ciated value. Were the step-up in basis
eliminated, your heirs would owe
taxes on the gains above the original
$10,000 cost when they sell.
Critics contend that the step-up in
basis promotes dynastic wealth and
inequality. But calculating the tax on
hard-to-value assets, such as private
businesses established years ago, can
be nearly impossible. Even figuring the
original price paid for long-held pub-
licly traded shares would be tough.
The reported proposals also could
have some unexpected effects, among
them increased corporate leverage,
according to Hans Mikkelsen, credit
strategist at Bank of America. A higher
capital-gains levy would raise the cost
of equity, while a hike in corporate tax
rates would lower the after-tax cost of
debt, he writes in a research note. That
would be negative for corporate credit
ratings and default risk.
Investors could sell assets now to
take advantage of the current capital-
gains rate, given that few observers
think any increases would be retroac-
tive. However, even if a hike is ap-
proved by Congress—a very big if,
given Democrats’ razor-thin majority
in the Senate—UBS suggests that the
impact on stocks might be limited.
Only 25% of U.S. equities are owned
by U.S. taxable investors, with the re-
maining 75% held by people and enti-
ties not subject to capital-gains levies,
such as pension plans and other retire-
ment accounts, endowments, and for-
eign investors, according to a note to
the bank’s clients. And UBS expects
some of the unaffected investors to buy
any dip in the stock market. That could
help support share prices.
Moreover, investors have a lot of
leeway in realizing capital gains. By
deferring selling, you might pay a
higher rate, but you’d also benefit
from the continued growth of the as-
sets, rather than paying the taxman
now. Those with incomes that vary
from year to year could realize capital
gains whenever their annual income is
under $1 million. Taxable income also
could be reduced by charitable contri-
butions or by shifting from taxable
bonds to tax-exempt municipals, the
bank points out.
The very rich are different from you
8 BARRON’S
Up & Down Wall Street Continued
and me, F. Scott Fitzgerald famously ob-
served. In one aspect, they certainly are:
having a myriad of ways to manage their
financial affairs to minimize taxes.
However, even though the Biden
White House’s tax proposals are certain
to get watered down, that won’t reduce
their headline risk, adds Valliere. His
prediction: “The rich, corporate and indi-
vidual, are vilified by the progressives
who dominate the administration, and
this will keep the stock market on edge.”
I
n the world of pension investments,
bad news can often be good news.
The first quarter was the worst for
bonds in more than four decades. The
10-year Treasury yield rose by 0.83 of a
percentage point, resulting in a total return
of nearly minus 7%, while the Bloomberg
Barclays Aggregate index, which covers
the U.S. taxable debt market, fell 3.37%.
Perhaps counterintuitively, the rise in
yields helped to close the gap between the
100 biggest corporate pension funds’ as-
sets and liabilities, according to Milliman,
a leading employee benefits consultancy.
That’s mainly because the liabilities’ pres-
ent value shrank by $179 billion, as a result
of those future payments being discounted
at a higher interest rate, based on a for-
mula using high-grade corporate bonds.
(Present value represents a lump sum
equal to a stream of future payments in-
vested at a certain rate of return. A higher
rate reduces the amount needed currently
to make those future payments.)
SPONSORED BY The funds also were helped by the
18.6% average returns on their assets over
the past 12 months, which improved their
funding status by $204 billion. But during
the first quarter, their assets actually fell
by $19 billion, Milliman reports.
The main point is that these biggest
private pension funds were 98.4% funded
by the end of March, a remarkable 17-per-
Fox Business centage-point recovery from the recent low
in July 2020, Wells Fargo Securities macro
Fridays at strategist Zachary Griffiths writes in a
10 PM ET research note. During that month, the
benchmark 10-year Treasury note’s yield
was declining on its way to its historic na-
dir a hair over 0.50% last Aug. 4.
The big private plans’ improved funding
status is encouraging them to “de-risk” by
shifting more of their portfolios to fixed-in-
come investments and away from equities,
also counterintuitive, with bonds having a
bad year and stocks near record highs. But
if you think about it, that’s what any bal-
anced portfolio would do—reducing equi-
ties that have increased in value and add-
April 26, 2021
ing to bonds that have fallen in price.
But for pension plans, it goes beyond
rebalancing. They can lock in the improve-
ment in their funding positions by moving
to fixed income, according to a report by J.P.
Morgan’s global markets strategy team,
headed by Nikolaos Panigirtzoglou. The
bigger the improvement in the plans’ fund-
ing ratio, either from a sharp rise in equities
or a big jump in bond yields, the stronger
their incentive to shift to fixed income.
This de-risking appears to have been a
headwind for equities and a support for
fixed income this year, the J.P. Morgan re-
port says. That would be a result of selling
stocks to buy bonds. But Wells Fargo’s Grif-
fiths estimates that further rebalancing
might be relatively limited, given stocks’
moderate rise in April and the rally in
bonds, which has lowered yields. He esti-
mates it would take a 10% jump in the S&P
500 from its recent record high by month’s
end and a 0.30-percentage-point rise in the
10-year Treasury yield to spur a $10 billion
rebalancing shift. The odds on such sharp
moves in so short a period are pretty long.
Public pension funds also benefited in
the first quarter, moving up to a 79%
funded average for the 100 biggest funds—
a sharp improvement from the dreadful
66% in 2020s first three months, when the
markets were reeling from the Covid-19
pandemic’s onset. “While this is positive
news, there is still uncertainty with respect
to the lingering impacts of the pandemic
on plan sponsors’ ability to fund public
pensions,” Milliman observes.
The large public plans’ pension liabilities
totaled $5.555 trillion at the end of the first
quarter, compared with $5.513 trillion at the
end of 2020, the consultancy added. That
deep hole isn’t spread evenly, however.
Funding came to 90% or more for 31 plans,
less than 60% for 22, and 60%-90% for 47.
As a result, the public plans have less
incentive to de-risk, J.P. Morgan points
out. To try to hit their annual return tar-
gets of 7% or more, their equity allocation
already is very high, while their bond por-
tion is a record-low 20%. That makes them
vulnerable to the stock market’s risks
while they face their massive liabilities.
A bull market in stocks and a bear mar-
ket in bonds are the best of all possible
worlds for pension funds. But with the S&P
500 at a record and close to the consensus
forecast of many pros (see this week’s Big
Money Poll cover story), and the climb in
bond yields stalling, this could be as good as
it gets for these plans for a while. B
email: randall.forsyth@barrons.com
April 26, 2021 BARRON’S 9

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April 26, 2021
ST R E E T W I S E
HVAC Demand Is
Running Hot. Time
For Cooler Heads.
I
guess I’m going geothermal.
There’s a company that wants
to drill preposterously deep
beneath my yard, and even
deeper into my checking ac-
count, to replace my oil
burner and rust-bucket air
condensers with green heating and
cooling.
How green? Green enough to get a
26% kickback from the federal gov-
ernment, plus a few bucks from the
state. And the local power company is
throwing in a sweetener, because the
system will use plenty of electricity.
I’ll take the cash but offset the added
power draw with solar panels, which
bring yet more kickbacks.
The only problem is the town tax
assessor says this sounds like a home
improvement, which would raise my
property tax. Poppycock, says the
geothermal company, and to win me
over, it lowered its price to cover years
of the disputed tax increase. It’s a
complex system of back pats and shin
kicks, and to be honest, I’ve lost track
of whether I’m coming out ahead. But
here in the suburbs of New York City,
the system brings greener-than-thou
carryforwards that I can use to zero
out criticism of my plastic straw use.
I’m not the only one thinking ther-
mostatically. The purest stock-market
play in HVAC—that’s heating, ventila-
tion, and air conditioning—is Lennox
International (ticker: LII). It will
report first-quarter financial results
on Monday, and Wall Street predicts
revenue growth of over 9% versus the
same quarter a year ago, the fastest in
four years. Early indications for the
second quarter are even better, with
BARRON’S
growth pegged at 15%.
Is that a bounceback from a low
pandemic base, or is it a sign that the
economy is getting ready to rev
higher? Neither, according to J.P.
Morgan analyst Stephen Tusa. It’s a
sign that HVAC is running too hot.
Lennox’s revenue decline during
the second quarter of last year was
By Jack Hough 5%, so 15% in the current quarter
would be more than a bounce. Most
industry demand comes from replace-
ment of broken units, which suggests
ordinary revenue growth is some-
where in the mid-single-digit percent-
ages. But sometimes demand gets
pulled forward—customers buy re-
placement units early rather than re-
pairing ones they have. That’s happen-
ing now, Tusa reckons.
Modern heating and cooling ma-
chines are far more efficient than the
ones they replace, and there are plenty
of perks now for upgrades. But Tusa
attributes the sales rush to stimulus
checks, pricing, and supply worries.
Many air-conditioning companies,
meanwhile, have announced dates for
price increases, citing a rise in the cost
BARRONS.COM/PODCASTS
Barron’s Streetwise
In a weekly podcast by Barron’s, columnist Jack Hough looks
at the companies, people, and trends you should be watching.
This is Wall Street like you’ve never heard before. Subscribe
to Barron’s Streetwise on Spotify, Apple Podcasts,
or your favorite listening app.
J.P. Morgan’s Stephen Tusa attributes the boom
in sales of heating and cooling equipment to
stimulus checks, pricing, and supply worries.
of raw materials—base metals have
broadly outperformed the stock mar-
ket over the past year. And after the
past year’s supply-chain mayhem,
some buyers could be ordering early
to ensure availability by summer.
The better the first half is, the
worse the second half is going to be,
Tusa warns. He has an Underweight
rating on Lennox, which has gained
90% over the past year, more than the
S&P 500 index, to a record-high price
of around $334. That works out to 30
times this year’s projected earnings.
There is a broader issue here for
investors than HVAC pull-forward.
Wall Street has recommended favor-
ing cyclical stocks, especially industri-
als, as the economy bounces back
from the pandemic. But many of the
stocks have shot ahead of the recovery.
The Industrial Select Sector SPDR
fund (XLI) was recently up 18% from
its prepandemic high.
And economic nirvana is no sure
thing. This past week, economists at
Goldman Sachs predicted that U.S.
gross domestic product during the
second quarter would increase at a
scorching pace of 10.5%, annualized.
Still, Goldman also said the second
quarter would be the peak. Growth
after that will slow each quarter
through the end of next year, when
the annualized rate will have come
down to just 1.5%.
Let’s not declare the good times
over just yet; Goldman puts second-
half growth this year at a brisk 7%.
But it also notes that stocks have his-
torically struggled when growth peaks
and begins to slow. Its strategists rec-
ommend investors favor global-facing
cyclicals, because economies outside
11
the U.S. have more room to rebound.
Credit Suisse, meanwhile, noting that
cyclicals look expensive, published a
list of ones it says are still cheap com-
pared with their industries. The list
includes Textron (TXT), at 21 times
this year’s projected earnings; Deere
(DE), at 23 times; Raytheon Technol-
ogies (RTX), 21 times; and Eaton
(ETN), 25 times.
It’s growing more difficult to find
good deals on stocks. But what are
you going to do, as they say, put your
money in a hole in the ground? Now, if
you’ll excuse me, I have some 400-
foot geothermal wells to order.
E
xchange-traded funds took in
a record $502 billion in in-
vestor cash last year. Tradi-
tional mutual funds, on the
other hand, said goodbye to a record
$289 billion.
Salim Ramji, who runs the biggest
ETF issuer, the iShares unit of Black-
Rock (BLK), tells me that the hottest
part of the ETF market has been
funds focused on what’s commonly
called sustainable investing.
“Two, three years ago, our sustain-
able ETFs were less than $10 billion,
and we had a dozen or so products
around the world,” he says. “Today
we’ve got nearly 150 products, and we
just crossed $100 billion.”
This month, the BlackRock U.S.
Carbon Transition Readiness ETF
(LCTU) had the biggest ETF debut
ever, with investors pouring in more
than $1 billion. The fund’s top five
holdings are the five biggest compa-
nies in the S&P 500 index. The fee is
0.30% a year, versus 0.03% a year for
the iShares Core S&P 500 ETF
(IVV). Ramji says that BlackRock’s
research shows that investors want to
double their allocation to sustainable
investing.
What’s the next promising frontier
for ETFs? Bonds. ETFs for bonds
make up just 1.6% of the total bond
market, he says. “They’re essentially
modernizing aspects of the bond mar-
ket that were over-the-counter, non-
transparent, really quite expensive to
transact.” B
email: jack.hough@barrons.com
 April 26, 2021 BARRON’S
P R EV IEW Thursday The Bureau of Economic Analysis reports
its advance estimate for first-quarter GDP.
Consensus estimate is for a seasonally ad-
justed annual growth rate of 5.6%, well ahead of fourth-quarter 2020’s 4.3%.
WAITING FOR 2022
No Fast Fix for
Where’s the Supply?
Chip demand has rebounded after a
soft 2019, with estimated shipments
Too Few Chips
in 2021 at record levels.
Worldwide Semiconductor Unit
Shipments, 2016 to 2021
1500 .Billion
Who knew we’d slide from a pandemic to a global shortage
E=Estimate
of semiconductor chips? But that’s exactly what’s rippling
1000
through any number of industries, from cars to videogames
to appliances. The causes of the shortage are complex—
supply chain disruptions, expensive and inflexible found- 500
ries, decisions to move into more-profitable advanced chips
and away from high-volume chips, stockpiling—but the
result isn’t: factory slowdowns and consumer shortages. 0 Boeing, CME Group, eBay, Equinix,
When will it be over? Recently, Intel CEO Pat Gelsinger
told Barron’s that the global shortage would last two years. 2016 ’17 ’18 ’19 ’20 ’21E
Intel remains the world’s largest chip company by revenue.
Then, during Taiwan Semiconductor’s earnings call, Essential Goods
CEO C.C. Wei offered up his own views. Wei said Taiwan
Taiwan Semiconductor stock has
Semi, the world’s top outsourcer of components to other
steadily advanced since 2019, only
chip companies, would add capacity and that supporting its
to hit a recent bump. Intel shares
automotive customers was a top priority. He predicted short-
have struggled.
ages would ease by the second quarter. But demand, he said,
would continue to be strong “and the shortage will continue Taiwan Semiconductor and
throughout this year, and maybe extend into 2022 also.” Intel Shares, Last Three Years
Taiwan Semi expects to spend roughly $30 billion this 300%
year on capital expenses, including building greater capac-
ity. The company had said it expected capital expenses of 200 Taiwan
$25 billion to $28 billion, and that it anticipates spending Semiconductor
roughly $100 billion over the next three years. 100 Intel
Illustration by Elias Stein
In a note, Bernstein’s Mark Li wrote that investors may
0
see Taiwan Semi’s disappointing second-quarter margin
guidance and high valuation as reasons to take a negative
-100
view of the stock. But, he added, lower margins are a sign the
company is investing in advanced manufacturing technology, 2019 ’20 ’21
which will pay off in years to come. — Max A. Cherney Sources: Statista / IC Insight; FactSet
Monday 4/26
Ameriprise Financial, Cadence De-
sign Systems, NXP Semiconductors,
Otis Worldwide, SBA Communica-
tions, and Tesla release earnings.
The Census Bureau releases the
March durable-goods report. Econo-
mists forecast new orders for manufac-
tured durable goods to rise 2.2% month
over month to $260 billion.
Tuesday 4/27
3M, Advanced Micro Devices, Al-
phabet, Amgen, Capital One Finan-
cial, Eli Lilly, General Electric, In-
vesco, Microsoft, MSCI, Mondelez
International, Raytheon Technolo-
gies, Starbucks, Texas Instruments,
United Parcel Service, and Visa re-
port quarterly results.
The Conference Board releases its
Consumer Confidence Index for April.
Consensus estimate is for a 111.1 read-
ing, slightly more than the March fig-
ure, which was a one-year high.
Wednesday 4/28
Apple, Automatic Data Processing,
Facebook, Ford Motor, General Dy-
namics, Humana, Moody’s, Norfolk
Southern, Qualcomm, Shopify, and
Yum! Brands release earnings.
The Federal Open Market Commit-
tee announces its monetary-policy de-
cision. The central bank has pledged to
leave the federal-funds rate near zero
through 2023, despite a sharp rise in
bond yields in the past three months
and a projected 6.5% growth rate for
gross domestic product this year.
Thursday 4/29
Altria Group, Amazon.com, Ameri-
can Tower, Bristol Myers Squibb,
Caterpillar, Comcast, Hershey, In-
tercontinental Exchange, Kraft
Heinz, Mastercard, McDonald’s,
13
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Preview daily newsletter at
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Merck, Newmont, Northrop Grum-
man, S&P Global, Thermo Fisher
Scientific, and Twitter hold confer-
ence calls to discuss quarterly results.
The National Association of Realtors
reports its Pending Home Sales Index
for March. Expectations are for a 6.5%
month-over-month decline, after a
10.6% drop in February.
Friday 4/30
AbbVie, Cboe Global Markets,
Charter Communications, Chevron,
Colgate-Palmolive, Exxon Mobil,
and Weyerhaeuser release quarterly
results.
The BEA reports personal income
and expenditure for March. Income is
expected to rise 20.5% month over
month, while spending is seen increas-
ing 4%. This compares with declines of
7.1% and 1%, respectively, in February.
The huge projected spike in income
reflects the relief checks from the
American Rescue Plan enacted in
March.
The Institute for Supply Manage-
ment releases its Chicago Purchasing
Manager Index for April. Economists
forecast a 63 reading, lower than
March’s 66.3 figure.
Coming Earnings
Consensus Estimate Year ago
M
Ameriprise Financial (Q1) $4.68 $5.41
Tesla (Q1) 0.74 0.25
T
3M (Q1) 2.29 2.16
Advanced Micro Devices (Q1) 0.44 0.18
Amgen (Q1) 4.03 4.17
More Earnings on Page M36.
Consensus Estimate
Day Consensus Est Last Period
M March Durable Goods Orders 2.3% -1.2%
T April Consumer Confidence 112.0 109.7
TH March Pending Home Sales -6.5% -10.6%
F March Personal Income 20.0% -7.1%
April Michigan Sentiment -f 87.5 86.5
Unless otherwise indicated, times are Eastern. a-Advanced;
f-Final; p-Preliminary; r-Revised Source: FactSet
For more information about coming economic reports
- and what they mean - go to Barron’s free Economic
Calendar at www.barrons.com
14
FOLLOW-UP
A Kansas City Southern
freight train in Mexico:
Canadian Rail War
For KC Southern
Canadian Pacific and Canadian National want to build a
North American network. Which will regulators favor?
BY BILL ALPERT
A
new North American rail network will
challenge Union Pacific and the Berkshire-
Hathaway-owned BNSF. The only question is
who will create it.
Canadian Pacific Railway (ticker: CP)
and Canadian National Railway (CNI) are
battling to acquire Kansas City Southern
(KSU), the 134-year old freight network that runs through
the Midwestern U.S. to Mexico. Each Canadian company
CUSIX
Risks: Mutual fund investing involves risk. Principal loss is possible. The funds invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods.
Each fund seeks long-term capital appreciation and current income.
Each fund’s investment objectives, risk charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained
by calling 877-485-8586. Read the prospectus carefully before investing.
Distributed by ALPS Distributors, INC.
BARRON’S
claims that its deal will create the best continent-crossing
alternative to Union Pacific (UNP) and BNSF.
In March, Canadian Pacific announced that Kansas
City Southern had agreed to a cash and stock buyout for
$275 a share, worth $25 billion. Then, this past Tuesday,
Canadian National barreled in with a topping bid of $325
a share, worth $30 billion. On a Wednesday earnings
call, Canadian Pacific CEO Keith Creel lambasted CN’s
offer as one that U.S. regulators would never approve.
For that reason, Creel said that his railroad would move
ahead with its plan and not try to match CN’s high-
priced offer. “It’s fantasy money,” Creel said of his rival’s
bid. “It’s fool’s gold.”
Investors are betting that Creel will raise his bid: KSU
closed on Friday at $301.62, up 17% for the week.
Rail shipments have recovered smartly from the lock-
down lows of last year, even if the industry hasn’t yet re-
turned to 2019 levels. In September 2019, a Barron’s cover
story reported how rail stocks had outrun the market for
several years as they improved efficiency and raised prices.
We wondered whether the stocks could continue their
outperformance. The results have been mixed. CSX (CSX),
Norfolk Southern (NSC), Canadian Pacific, and Kansas
City Southern have outpaced the S&P 500 index in the 18
months since the story, but Canadian National and the
Union Pacific have trailed.
Any merger between big rail networks needs approval
from the U.S. Surface Transportation Board, which can
take a long time to decide whether a proposed deal will
boost or reduce competition. Rival bidders will press their
cases with the board and shipping customers.
As Credit Suisse analyst Allison Landry observed in
a Thursday note, the next move belongs to Kansas City
Southern’s board. She’s thinks the board may decide that
regulators would prefer a combo with Canadian Pacific,
perhaps after a sweetened bid. She’s a Canadian Pacific fan
who has a target on the $371.80 stock of $420, and rates it
an Outperform. But she also likes Canadian National stock,
which she says can rise from $113.84 to $125.
Wall Street remains in love with trains. B
C U L L E N S M A L L C A P VA L U E F U N D
For further information, please contact 212.644.1800, info@cullenfunds.com or visit www.cullenfunds.com
April 26, 2021
Any big rail merger needs approval from the U.S.
Surface Transportation Board, which can take a
long time to decide its effect on competition.
Pulling Big Gains
From the Oven
Shares of Welbilt pop 35% as the restaurant-gear
maker agrees to be acquired by rival Middleby
BY AL ROOT
W
ell, that was fast.
Three weeks ago, Barron’s recom-
mended Welbilt (ticker: WBT), a small-
cap restaurant-equipment provider,
when it was trading at $16.15. This past
Wednesday, the company said it would
be acquired by rival Middleby (MIDD)
for $22.50 in an all-stock deal. It closed at $21.79 on
Thursday, up 35% since our call.
Often, shares of the acquiring company in all-stock
deals fall as arbitrageurs sell the stock to capture merger
spreads, and as shareholders get a little nervous about
their company issuing large amounts of stock to fund a
deal. Middleby shares, however, rose more than 9% on
the day the deal was announced.
It didn’t hurt that Middleby preannounced strong
first-quarter results, as well, on Wednesday. But both
Luis Antonio Rojas/Bloomberg
stocks also rose because investors and Wall Street ana-
lysts like the deal.
J.P. Morgan analyst Thomas Simonitsch summed up
the situation in a Thursday report, saying that the deal
was strategically sound, well timed, and struck at a fair
price. The companies will be more profitable together.
Investors can’t lose, regardless of whether they hold on
to the merged companies, or take the money and run. B
April 26, 2021
Moderna: More Than
A One-Shot Success
The drugmaker has the cash and the messenger RNA platform to drive
years of strong growth. And for a biotech, it’s inexpensive.
By JOSH NATHAN-KAZIS
M
oderna, a drugmaker
with just a single prod-
uct to its name, has be-
come perhaps the best-
known biotech in the
world over the past four
months, with nearly
100 million doses of its Covid-19 vac-
cine administered in the U.S. alone.
Yet investors don’t seem to know
what to make of it anymore, and the
stock is stuck in a spin cycle.
In the first 11 months of 2020, Mod-
erna (ticker: MRNA) shares shot up
nearly 700% as the company de-
signed and tested its vaccine, but they
have wobbled amid the rollout. The
stock now trails the S&P 500 index
since the start of December.
Moderna’s market value, at $67
billion—higher than biotech stalwarts
like Regeneron Pharmaceuticals
(REGN) and Biogen (BIIB)—has
spooked investors. Analysts are back-
ing away from the stock, with fewer
than half of the 17 who cover it rating
it a Buy, according to FactSet.
Their worries are overblown.
A bullish perspective on Moderna
requires two assumptions, says Ziad
Bakri, who manages T. Rowe Price’s
Health Sciences fund, a Moderna
shareholder: “You have to believe that
there’s some level of durable endemic
Covid sales, and you have to believe
that this company is a unique com-
pany that can replicate its successes.”
On the first assumption, the picture
has grown much clearer just in the
past few weeks, as the world’s plan to
confront Covid-19 has shifted percep-
tibly in favor of the messenger RNA-
based vaccines sold by Moderna and
its competitor, Pfizer (PFE).
With AstraZeneca’s (AZN) and
Johnson & Johnson’s (JNJ) viral vec-
BARRON’S
tor-based Covid-19 vaccines plagued
by safety issues and manufacturing
challenges, and Novavax’s (NVAX)
protein-based vaccine still to be au-
thorized, the outlook for Moderna’s
Covid-19 vaccine sales has never
looked better.
The extraordinary efficacy of the
company’s Covid-19 vaccine eases the
way for Moderna’s next vaccine in a
way that’s virtually unique to the com-
pany and its messenger RNA peers.
Barron’s explored the potential of the
technology in a cover story in Septem-
ber 2019, writing at the time that if a
company were able to get messenger
RNA-based therapeutics working, the
ability to target different diseases by
simply swapping out one bit of genetic
code meant “you could start cranking
out new drugs one after the other, like
new generations of the iPhone.”
Similarly, the success of one Mod-
erna vaccine means that its next vac-
cine, which will use many of the same
components, is far more likely to
work. “Probabilities are much more
dependent here than independent,”
Bakri says.
That replication could come quickly.
Moderna’s CEO, Stéphane Bancel, tells
Barron’s that, in the best-case scenario,
the company hopes to have a flu vac-
cine ready to combine with a Covid-19
vaccine booster by 2023.
“You’re going to have, I think, very
strong Covid sales in ’21 and ’22 due to
the variants, and as you go into ’23,
’24, you’re going to have flu-and-
Covid” vaccine sales, and sales of a
vaccine to prevent a virus called cyto-
megalovirus, which can cause birth
defects, Bancel says.
If Bancel’s hopes pan out, that
could mean that the drop-off in sales
that investors fear in 2023, after the
Covid-19 pandemic has hopefully been
brought to heel, could be far less se-
vere than what analysts now project.
Today, Moderna trades at 8.1 times
earnings expected over the next 12
months, according to FactSet, a low
“That’s the valuation for a biopharma stock.
piece that, Novavax trades at 8.6 times expected
earnings and has yet to receive ap-
for me, proval for its Covid-19 vaccine and has
people are no other products. Biogen trades at
14.3 times despite eroding sales in
missing. virtually all of its major products,
Vaccinology while Regeneron trades at 11.1 times
even as its most important product
is totally faces growing competition.
derisked.” A valuation of 11 times earnings
expected over the next 12 months,
Stéphane Bancel,
CEO of Moderna using the FactSet consensus estimate,
15
would put Moderna shares nearly
37% above its recent price of $168.
The reason for investors’ caution is
that Moderna’s current situation—with
enormous Covid-19 vaccine sales today
and uncertainty after that—reminds
them of Gilead Sciences (GILD),
which doubled its share price as sales
of its hepatitis C cure soared half a
decade ago, before cratering when
those sales dried up.
“Healthcare investors find it chal-
lenging to value franchises that have
significant initial utilization, but then
have a lack of clarity around the tail,”
says Michael Yee, an analyst at Jeffer-
ies, who has a Hold rating on the
stock and a price target of $170.
Recent events, however, should
begin to clear away those worries.
Moderna expects over $18 billion in
Covid-19 vaccine sales this year. Ana-
lysts expect sales to drop to $13.6 bil-
lion in 2022 and $7.9 billion in 2023,
according to FactSet, and don’t model
revenue from any other products until
2024. Those projections increasingly
look overcautious.
Moderna has already defied the
doubters. Its Covid-19 vaccine was
never supposed to vaccinate the world.
Early in the pandemic, it was a stop-
gap until the more traditional protein-
based vaccine under development by
Sanofi (SNY) and GlaxoSmithKline
(GSK) was ready. After that vaccine
stumbled, it was the adenoviral vector
vaccines from AstraZeneca and John-
son & Johnson that were thought to be
destined for the widest use.
But that seems to be changing, as
the threat of variants highlights the
need for more-efficacious vaccines,
and as the administration of the John-
son & Johnson vaccine has been
Moderna
(MRNA / Nasdaq)
$200
150
100
50
0
2019 2020 2021
Source: FactSet
16 BARRON’S April 26, 2021

paused in the U.S. over blood-clotting con-

cerns.

H O W D O YO U “Governments will say, ‘Hey, we want

the best risk/benefit profile’ ” to maximize
uptake, says Hartaj Singh, an analyst at
M A N AG E R I S K Oppenheimer, who rates Moderna Outper-
form, with a $206 price target. Singh ex-
THROUGH pects $10.7 billion in revenue from Mod-
erna in 2023, and hasn’t yet included the flu

BOTH CHAOS vaccine in his model.

Competition from Pfizer will remain.

AND CALM?
But even if Pfizer could make three billion
doses in 2022, as the CEO of its partner
BioNTech has suggested, that leaves plenty
of room for Moderna in a world of nearly
eight billion people.
The key to staying ahead of the variants
will be coming up with the most effective
boosting strategy as quickly as possible.
“Moderna can compete with Pfizer in
terms of speed,” Bancel says. “The other
players haven’t so far demonstrated the
ability to go fast.”
Moderna could charge a premium next
year, he says, if its multivalent Covid-19
vaccine, which will seek to protect against
multiple variants, proves more effective
than boosters offered by its competitors.
What’s more, Moderna is increasingly
flush with cash to pursue the rest of its pipe-
line. The company had $5.2 billion in cash at
the end of last year, and analysts expect it to
have $10.2 billion by the end of this year and
$16.6 billion by the end of next year.
In the longer term, Bancel says the bio-
tech will sell an annual combination respi-
ratory virus vaccine that protects against
flu, Covid-19, RSV or respiratory syncytial
virus, and other illnesses, and a cytomega-
lovirus vaccine.
“The next five, 10 years...the company is
going to be driving massive revenue, and
then everything else is gravy,” he says, re-
ferring to the rest of Moderna’s pipeline.
You can’t control the changing tide “That’s the piece that, for me, people are
of the markets, but we can help you missing. Vaccinology is totally derisked.”
navigate it. CME Group helps you Moderna has the cash and the techno-
manage risk and capture opportunities logical platform to achieve the CEO’s vi-
sion. For investors, there’s an opportunity
across all major asset classes. We to buy now before the rest of the market
deliver nearly one billion data points believes in the vision, too. B
daily, informing the insight you need
to refine your trading strategy. For
taking advantage of opportunities Key Data
Moderna / MRNA
in all market environments…
Recent Price $168.10
CME Group.
52-Wk Change 228%
Market Value (bil) $67.3
V I S I T C M E G R O U P. C O M /AC T I O N
2020 Revenue (bil) $0.8
2021E Revenue (bil) $17.4
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made.
This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Copyright © 2020 CME Group Inc. All rights reserved. 2022E Revenue (bil) $13.7
2022E P/E 10.3
E= estimate Source: Bloomberg
April 26, 2021
How Packaged-Foods Stocks Can
Feed Off Their Pandemic Gains
Hershey, Mondelez, Conagra, and others offer bond-like yields and
the potential for more-sustainable growth. And the stocks are cheap.
By ANDREW BARY
M
ore and more people
are heading back to the
office, to schools, and to
restaurants—and eating
outside their homes. Yet
the pandemic-driven
demand for packaged
foods could stick around longer than
many on Wall Street expect.
“I don’t think the new normal will
be as much like the old normal as
many people think,” says Dave King,
manager of the Columbia Flexible
Capital Income fund. “Grocery bills
could be bigger for years.”
That presents an appetizing oppor-
tunity for investors. Many food stocks
offer secure dividend yields of about
3% and relatively lean valuations of
about 16 times projected 2021 earn-
ings, compared with the S&P 500
index at 22 times.
Hershey (ticker: HSY), Mondelez
International (MDLZ), Conagra
Brands (CAG), J.M. Smucker (SJM),
Hostess Brands (TWNK), Kraft
Heinz (KHC), General Mills (GIS),
Kellogg (K), and Campbell Soup
BARRON’S
(CPB) are the leading food stocks.
The sector badly trailed the S&P 500
in the past year as investors shifted to
reopening plays from stay-at-home
stocks.
Wall Street worries that Americans
will revert to their old out-of-home
eating habits and that many compa-
nies will see profits squeezed this year
by rising commodity costs.
Those concerns may be too pessi-
mistic. For one thing, remote work is
“Grocery bills here to stay, to some degree. JPMorgan
could be Chase CEO Jamie Dimon recently
noted in his annual shareholder letter
bigger for that the bank might need just 60 seats
years.” in the office for every 100 employees.
More remote work means more meals
Dave King,
Columbia Flexible at home.
Capital Income King, whose fund holds Smucker
17
and Kraft shares, says his firm’s re-
search comes to a similar conclusion.
“The new normal may be three to 3.5
days in the office,” he predicts.
While there will probably be some
decline in industry sales in 2021 after
last year’s gains, postpandemic yearly
sales growth could run in line with
U.S. gross domestic product, or
at least with population, King says.
“There’s the potential for a story
where there hasn’t been one.”
That view has been echoed in re-
cent months by industry executives,
who predict that higher at-home eat-
ing trends will prove sustainable.
Since the pandemic started, “we’ve
gained the equivalent of more than
four years’ worth of incremental new
buyers, Conagra CEO Sean Connolly
said on an earnings call earlier this
month. “Covid has effectively super-
charged new consumer trials at a level
rarely seen in our industry.”
Nearly half of new buyers are
millennials or Gen Zers, he added.
Consumers also gravitated back to
familiar comfort foods during the
pandemic.
The pandemic enabled “the greatest
package-food sampling event in the
history of the industry,” says Andrew
Lazar, a Barclays analyst.
H
igher costs are a challenge.
Food-industry input prices are
projected to rise at an average
of 7% this year, adjusted for
hedging activity, and another 5% in
2022, according to projections from
J.P. Morgan analyst Ken Goldman.
Food companies have been able to
pass on higher prices in the past, but
with a lag of often a quarter or two.
That pattern will be tested this year.
“History shows us that price
adjustments are more likely to be
accepted in the market when indus-
trywide and broad-based input cost
inflation occurs, and that’s the envi-
ronment we see today,” Conagra’s
Connolly said.
If food stocks required a label,
it would be that growth will remain
slow. Still, the stocks offer an alterna-
tive to bonds, boasting dividend yields
above the S&P 500’s 1.5%.
Food stocks also provide some in-
surance against unexpected setbacks in
progress against the pandemic, includ-
ing vaccine-resistant variants as well as
Americans who, still fearful of Covid,
don’t fully embrace their old habits.
Illustration by EVA BEE
18
“If the packaged-food industry can
come out of pandemic simply being
able to deliver on its long-term growth
algorithm more predictably and sus-
tainably, it would be a win for this
group,” says Barclays’ Lazar.
That algorithm involves low-single
digit annual growth in organic sales
and mid- to high-single digit growth
in earnings per share.
Many food companies failed to
deliver on those goals before Covid,
and investors “are, broadly speaking,
skeptical” about whether the pan-
demic has fundamentally changed
things for the better, Lazar says. It
may take several quarters for answers.
Within the sector, Hershey and
Mondelez, the maker of Oreos, have
among the best outlooks, with strength
in what the industry calls “indulgent
products.” Hershey, maker of Reese’s
Peanut Butter cups, and its signature
chocolate bars, has a top position in the
U.S. candy market. Mondelez is a
leader in snacking, while getting about
35% of its sales from higher-growth
emerging markets.
Smucker and Conagra trade at
discounts to peers and have underap-
preciated brand portfolios. Hostess’
bakery products, led by Twinkies,
remain surprisingly popular.
Hershey, whose shares trade
around $162, has one of the highest
price/earnings ratios in the sector,
trading for 24 times projected 2021
earnings of $6.75 a share.
“Before the pandemic, Hershey was
performing well versus its main com-
petitor, Mars, and it executed better
during the pandemic and gained mar-
ket share,” says Credit Suisse analyst
Robert Moskow. “The U.S. market is
a duopoly, and there is little private-
label competition.” He has an Outper-
form rating on Hershey stock and a
price target of $175.
The company’s strength in the con-
fectionary market makes it easier to
generate its financial targets: annual
revenue growth of 2% to 4%, with 6%
to 8% gains in earnings per share.
Mondelez has a “structurally ad-
vantaged portfolio” that is geared
toward snacking, Lazar notes. About
80% of its sales are from cookies, bis-
cuits, and chocolate. Oreos, the top
U.S. cookie, generated $3.6 billion in
sales last year.
The stock, Lazar argues, is reason-
able around $59, trading for about 21
times projected 2021 earnings, a dis-
count to stocks like Coca-Cola (KO)
and Colgate-Palmolive (CL) that
BARRON’S April 26, 2021
have similar growth. Mondelez seeks Lack of Appetite organic sales growth this year is
to produce 3%-plus gains in sales The packaged-foods sector has been underforming projected to be about 4%, and
annually and high-single digit gains the S&P 500. earnings-per-share growth, around
in earnings per share. It yields 2.1% 10%. Goldman has an Overweight
and has valuable stakes totaling over 60% rating and a $20 price target.
S&P 500 S&P 500 Packaged Foods Index
$8 billion in Keurig Dr Pepper 50 “Some people turn up their noses
(KDP) and JDE Peet’s (JDEPF). at Twinkies and Donettes as emblem-
40
Conagra accounts for much of the atic of products that aren’t healthy,”
growth in frozen foods, with brands 30 he says. “But the truth is that most
such as Healthy Choice and Birds Eye. 20
of the country loves them.”
The company has led the way in over- Under new leadership, Kraft Heinz
10
hauling a category where there hadn’t is spending more on marketing and
been a lot of innovation for decades. 0 focusing more on new-product intro-
“Frozen foods have been modern- -10
ductions in a portfolio that includes
ized, and the ingredients have been Heinz ketchup, Kraft Macaroni &
contemporized, so now even millenni- -20 Cheese, and Oscar Mayer meats.
als and Gen Z are interested,” says 2019 2020 2021 Kraft shares have risen 18% this
Barclays’ Lazar. Conagra has had Source: Bloomberg year to $41, and trade for 16 times
success, for instance, with Birds Eye’s projected 2021 earnings.
new Buffalo-style cauliflower wings. “Kraft has been cleaning up its
The stock, at a recent $38, trades and yields 2.7%. Smucker has raised Less Filling portfolio, and its balance sheet is a lot
for 14.5 times projected earnings this its dividend for 19 consecutive years, Packaged-food better,” King says. “It has a superior
year, a discount to peers in part be- with growth averaging 8% over the stocks trade at yield of 3.9% and is a reasonable
cause of older brands like Chef Bo- past decade. roughly value after the run in the stock.” He
yardee, Hunt’s, and Egg Beaters. It “I like that it’s a family business views the current dividend as sus-
16x
yields 2.9%. with the name on the door,” King tainable after it was cut by 36% in
“Frozen food seems like a category says. Under CEO Mark Smucker, 2019. The company’s modest goals
that could be durable longer term,” “they run the company efficiently are for annual sales growth of 1% to
Lazar says. “It’s convenient and it’s and with strategic vision.” The fund projected 2021 2% and growth in earnings per share
a good value and you don’t have to manager calls it a “get-rich-slowly earnings, com- of 4% to 6%.
know how to cook.” He has an Over- kind of stock.” pared with the General Mills and Kellogg are the
weight rating and a $41 price target. Coming out of bankruptcy in 2013 S&P 500 index leading U.S. cereal makers. At a recent
The 124-year-old Smucker, which and going public three years later, at 22 times. $62, General Mills trades for 17 times
remains family-run, is No. 1 in peanut Hostess has been a small-scale suc- projected earnings of about $3.70 a
butter with Jif, and in coffee with Fol- cess story, with a product line led share in both its current fiscal year
gers and other brands. by Twinkies, Donettes, and Hostess ending in May and the following year.
Columbia’s King is a fan of the cupcakes. It yields 3.3%.
stock, arguing that there’s better Hostess is favored by J.P. Morgan’s Kellogg, at $64, trades for about 16
growth potential than is generally Goldman, who says it’s a “great story times projected 2021 earnings of $4 a
perceived in the company’s food and and doesn’t get the credit it deserves share and has a 3.6% yield. It projects
pet-food brands, which include Milk from investors.” a 1% drop in organic sales this year
Bone and Meow Mix. The shares, around $15, trade for after a Covid-boosted 6% gain last
The stock, at a recent $132, trades about 18 times projected 2021 earn- year and a 1% increase in earnings
for 15.3 times earnings in the com- ings. Hostess is growing more rap- per share.
pany’s fiscal year ending in April 2022 idly than many food companies— Even by food-industry standards,
Campbell Soup is a slow-growth
company. Investors find its snacking
Food for Thought business, led by Pepperidge Farm,
How nine packaged-foods companies stack up. more appealing than its core
Recent 52-Wk Market 2020E 2021E 2021E Dividend condensed-soup operations. Its
Company / Ticker Price Change Value (bil) EPS EPS P/E Yield shares, at about $50, trade for about
Campbell Soup / CPB1 $49.53 -2.5% $15.0 $3.08 $3.07 16.1 3.0% 16 times projected earnings in its
current fiscal year ending in July
Conagra Brands / CAG2 38.17 11.3 18.3 2.63 2.64 14.5 2.9 and yield 3%.
General Mills / GIS 2
62.03 3.1 37.8 3.73 3.71 16.7 3.3 The changes wrought by the pan-
demic could usher in more-sustain-
Hershey / HSY 162.24 13.2 33.6 6.29 6.75 24.0 2.0
able growth for the food stocks.
Hostess Brands / TWNK 15.06 31.5 2.0 0.75 0.84 17.9 None ”They have strong balance sheets
J.M. Smucker / SJM3 132.11 11.4 14.5 8.84 8.62 15.3 2.7 and 3% yields in many cases with the
10-year Treasury below 2%,” King
Kellogg / K 63.97 -1.1 21.7 3.99 4.01 16.0 3.6
says. “You can sleep well owning
Kraft Heinz / KHC 40.97 42.4 50.1 2.88 2.56 16.0 3.9 them, and you could be pleasantly
Mondelez International / MDLZ 59.55 14.0 83.7 2.59 2.86 20.8 2.1 surprised.”
They could be a tasty addition to
1) Estimates for fiscal ‘21 and ‘22 ending in July; 2) estimates for fiscal ‘21 and ‘22 ending in May;
3) estimates for fiscal ‘21 and ‘22 ending in April. E=estimate Source: Bloomberg your portfolio. B
 April 26, 2021
XPO Is Worth
More Than
The Sum of
Its Parts
XPO Logistics is set to spin off
its GXO unit, which specializes in
outsourced logistics, later this
year. Both stocks are promising.
By AL ROOT
I
n the middle of England, in
the county of Leicestershire,
a new warehouse is pushing
the technological boundaries
of automation and hoping to
redefine global logistics for a
post-Covid-19 world. Inside the
638,000-square-foot space, machines
on rails zip between tightly stacked
shelves and robot arms pluck various
products from tight spaces, while
pallets are automatically wrapped
for loading in trucks.
The products, which include boxes
of biscuits and chocolate bars, are from
Nestlé (ticker: NESN.Switzerland),
which occupies the space. But the
warehouse was built, owned, and
operated by a division of XPO
Logistics (XPO) dubbed GXO
Logistics, which is set to be spun
off during the second half of 2021.
XPO, a leading provider of
trucking services, announced the
split in December. The company is
the creation of Bradley Jacobs, who
spent billions of dollars on dozens
of acquisitions over the past two
decades to build the firm into a global
logistics company. XPO stock has
returned 31% a year on average
over the past 10 years, including
reinvested dividends, more than
Courtesy XPO Logistics
double the 14% return of the S&P 500
index. But it could always be better.
By splitting in two, XPO hopes to
unlock value in its shipping business
while creating new value with GXO as
a play on the trend toward outsourced
logistics. If all goes as planned, both
stocks could be worth more alone
than they are together—and both are
worth owning into the split.
After the spin, Jacobs will continue
to run XPO, which will focus on less-
than-truckload, or LTL, shipping and
brokering shipping for customers.
Unlike truckload shippers, which
transport trailers filled to the brim
with consumer goods, LTL shippers
typically have shorter hauls and ship
industrial products.
It’s a good time to be in the shipping
business. With the global economy
improving, XPO is predicting that
its earnings before interest, taxes,
depreciation, and amortization, or
Ebitda, will improve by more than
25% in 2021 to about $1.8 billion—
up 8% from the $1.7 billion it earned
in prepandemic 2019. (Many
companies use Ebitda as a key
financial metric, especially ones with
higher-than-average debt, like XPO.)
XPO typically realizes roughly two-
thirds of Ebitda in its transportation
division and one-third in its soon-to-be
independent logistics business. That
works out to roughly $1.2 billion from
the LTL business. That business is a lot
like Old Dominion Freight Line
(ODFL), which is probably the most
efficient and successful LTL shipper.
Old Dominion stock has returned 32%
a year on average over the past 10
BARRON’S 19
an underperforming business, or a
legal or regulatory burden. That
doesn’t seem to be the case with GXO.
The company’s technology “drives
efficiency and accuracy,” says
Malcolm Wilson, CEO of XPO
Europe, who will be the CEO of GXO.
It also drives down shipping costs and
“helps us deliver better service.”
G
XO should earn roughly
$600 million in 2021 Ebitda
from its network of 212
million square feet of
warehouse space, but putting a
multiple on the new company is a
little harder. Third-party logistics
providers, warehouse-automation
companies, and shipping-technology
firms trade for anywhere from 12 to
25 times estimated 2021 Ebitda. It’s
a wide range. Oppenheimer senior
analyst Scott Schneeberger writes
that the GXO business should trade
with an enterprise-value-to-Ebitda
ratio well into the double digits.
(Enterprise value is essentially debt
plus equity.) That would value GXO
at $9 billion to $10 billion.
An XPO Logistics years, and is currently trading at about Together, those two numbers add
warehouse, above.
XPO stock has re- 20 times estimated 2021 Ebitda. up to about $27 billion. Investors have
turned 31% a year Truist Securities analyst Stephanie to consider some expenses that get
on average over the
past 10 years, in-
Benjamin writes that her universe of duplicated when companies split in
cluding reinvested LTL carriers trades for roughly 16 two as well as corporate debt. XPO
dividends, more times Ebitda. She has a Buy rating has almost $9 billion in debt and
than double the S&P
500’s return. on XPO stock and a $150 price target, operating leases, which are a form of
using a valuation multiple below that debt, and about $7 billion less cash.
average to formulate her target price. Subtract the net debt from the $27
Even at a slight discount to other billion potential, and XPO stock could
carriers, XPO could be worth about be worth roughly $20 billion, up from
$18 billion as a stand-alone company about $15 billion today.
after the GXO separation. That works out to roughly $175
In a spinoff, the parent company a share, up about 30% from recent
often saddles the new one with debt, levels. It isn’t really possible to come up
with a share price for the stand-alone
businesses yet. That will depend on
Shipping News final share counts and debt allocations.
XPO Logistics, a leading provider of trucking services, plans There is one caveat: Having almost
to split into two companies in order to ride the trend toward four times net debt to projected Ebitda
outsourced shipping and warehousing. is high for both businesses. Rivals J.B.
Hunt Transport Services (JBHT)
(XPO / NYSE)
and Old Dominion have little to no net
$150 debt on their books. XPO’s leverage
is a legacy of its aggressive growth
strategy, which worked out well for
100 investors in the past. XPO and GXO
are both pursuing investment-grade
debt ratings, a spokeswoman says.
Along with successful mergers and
50
acquisitions, the stock has worked
because logistics, overall, is a pretty
good business, and it looks to be
0 getting a little better in a postpan-
2017 2018 2019 2020 2021 demic world. XPO will soon offer two
Source: FactSet ways to profit from the industry. B
20 BARRON’S April 26, 2021

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April 26, 2021
S I Z I N G U P S M A LL- CA P S
Practicing Some
Self-Care of Its Own
Perrigo’s stock could rise 20% or more as it turns back into a pure-play
consumer-health company and shakes off its tax-litigation issues
By TERESA RIVAS
C
hange may be a part of life,
but some success stories
are about getting back to
basics. That’s the case for
Perrigo, a maker of
branded and private-label
consumer health products.
Perrigo (ticker: PRGO), which has a
market capitalization of $5.7 billion,
wasn’t always a small-cap stock. At its
peak in 2015, the company was worth
more than $28 billion, as investors bet
that pharmaceutical companies could
keep buying competitors and raising
prices forever. The reckoning was
swift, and Perrigo was caught up in
the selling. The stock has dropped
65% during the past five years, to a
recent price around $42.
But Perrigo is finally putting all
that behind it. Last month, the Dub-
lin-based company announced the
sale of its generic-drug business, end-
ing a yearslong expansion into phar-
maceuticals and turning it once more
into a pure-play consumer-health and
self-care business. The stock, however,
continues to trade near its 2018 low,
creating an opportunity for investors.
No one complains about Perrigo’s
business in over-the-counter medica-
tions and self-care products, which
range from sleep aids to heartburn
relief. Perrigo is the largest supplier of
store-brand offerings in the U.S., with
$2.69 billion in 2020 sales in catego-
ries from cold remedies to oral care.
That was a headwind in its fourth
quarter, as social-distancing measures
led to a mild cold-and-flu season, but
it looks like a long-term asset.
Private-label products account for
nearly a third of the U.S. OTC indus-
try, with price tags about 30% lower
than brands for products with the
same active ingredients that appeal to
value-minded shoppers. Perrigo also
sells branded OTC products overseas,
with sales of $1.4 billion. All told, that
business is expected to grow by 2%
this year.
Perrigo’s consumer business, how-
ever, has been overshadowed by the
pharmacy division, which was bur-
dened by tax litigation tied to a poten-
tial 1.6 billion euro ($1.9 billion) bill
and other impairments in recent
years. The issue stems from a period
from 2012-13, relating largely to the
disposal of intellectual-property rights
for the drug Tysabri. The Irish court
has argued that it was a capital trans-
action subject to a 33% tax rate, above
the 12.5% rate Perrigo recorded.
The sale removes some—but not
all—of uncertainty about Perrigo’s
liability: It’s on the hook for half of
any future judgments up to a cap of
$100 million, with the unit’s new
owners, Altaris Capital Partners, re-
sponsible for the other half.
That has left investors wary of the
Perrigo
Consumer healthcare products
Headquarters: Dublin PRGO (NYSE)
Recent Price: $42.63
YTD Change: -5%
2021E Sales (bil): $4.33
2021E Ebitda
(mil)*: $684
2021E EPS: $2.62
12-Mo. Forward P/E: 16
Market Value (bil): $5.7
Dividend Yield: 2.3% 2016
E=estimate. *Earnings before interest, taxes, depreciation, and amortization
Source: FactSet
BARRON’S
Payday on stock, but they’re being too cautious,
says Brian Campbell, a co-lead portfo-
The Way lio manager at The London Company.
$2 B
“A lot of these things are more bark
than bite; they will likely litigate this
for a number of years, and in the mean-
Amount in cash time have significant cash flow.” He
Perrigo will have also thinks that there’s a good chance
after the sale of its the company could reach some sort of
generic-drug busi- settlement in the next 12 to 18 months
ness, which it can to put the situation fully behind it.
use in a number of Still, the stock certainly isn’t popu-
shareholder- lar on Wall Street. Just one of the eight
friendly ways. analysts tracked by FactSet are bullish
on Perrigo. The shares have fallen 5%
year to date, even as the sale will leave
the company with some $2 billion in
cash—from the $1.55 billion price tag,
plus about $500 million in annual
operating profit.
At about 16 times forward earn-
ings, that leaves Perrigo trading much
$200 more in line with drugmakers than
175 consumer-product companies, and its
150
valuation could rise as investors get
more comfortable with the new com-
125
pany’s growth profile. Comparable
100 consumer-products players trade at
75 multiples of more than 20 times, and
have been acquired for more than 15
50
times enterprise value to earnings
25
before interest, taxes, depreciation,
'20 and amortization (Ebitda), while Per-
rigo sits at less than 10 times, says
Zachary Dimmerman, associate port-
21
folio manager at Centerstone Inves-
tors. “[The generics business] has
been a distraction from the overall
story,” he says. “Perrigo should be
treated more like a consumer health-
care company.”
With the sale, earnings-per-share
estimates have come down. Wall
Street estimates now call for Perrigo to
earn $2.62 a share in 2021 before
climbing to $2.87 in 2022. Yet even if
Perrigo’s valuation doesn’t catch up to
its consumer pure-play peers, it would
only have to fetch 18 times next year’s
earnings to trade at $52 a share. Trad-
ing at 20 times 2022 estimates, Per-
rigo would be worth more than $57 a
share. The stock also sports a gener-
ous 2.3% yield.
Of course, Perrigo won’t get there
overnight, and ongoing uncertainty
about its tax liability will continue to
keep the company from commanding a
premium. Yet with more than $2 bil-
lion in cash to put to work, the stock
could be rewarded if Perrigo uses that
capital to buy back shares, pay down
debt, and reinvest in the consumer-
care business—one that boasts a more
stable outlook than pharmaceuticals.
“It’s exciting for Perrigo to be reborn
again,” Chief Executive Officer Murray
Kessler told Barron’s of the deal.
It could be exciting for Perrigo’s
investors, too. B
22 BARRON’S April 26, 2021
April 26, 2021 BARRON’S 23

Our latest survey finds

67% of money managers
bullish on stocks, up from
54% last fall. Why Big Money
investors favor financials,
small-caps, and value stocks

Story by Nicholas Jasinski

ILLUSTRATION BY István Szugyiczky
24
BIG MONEY POLL
O
ne year ago, U.S. stocks were just beginning
to recover from the swiftest and deepest
selloff in modern memory. Today, after a
vertiginous rally, they are trading near all-
time highs. Yet, the nationwide rollout of
Covid-19 vaccines, the persistence of ul-
tralow interest rates, and expectations for
torrid economic growth have convinced America’s
money managers that the stock market still has more
room to rise.
That’s among the foremost findings of Barron’s spring
Big Money poll of professional investors: 67% of the
respondents call themselves bullish on the outlook for
stocks in the next 12 months. About a quarter are neu-
tral, and 7% are bearish. The most recent results repre-
sent a marked shift from the fall 2020 poll, which found
54% of managers bullish and 13% bearish, nearly twice
the current bearish reading.
The latest outbreak of optimism comes despite high
stock valuations and growing concerns about resurgent
inflation and an eventual uptick in interest rates. But
it’s not reflected in the managers’ mean forecasts for the
major market indexes. Indeed, the bulls see the Dow
Jones industrials rising just 1.4% from now to June 30,
2022, the S&P 500 index gaining 4.4% in the same span,
and the Nasdaq Composite adding 5.3%.
Stocks were 5% to 6% lower than they are today
in late March, when the poll was emailed to money
managers.
The S&P 500 has risen about 20% since our fall poll,
and now trades for 23 times this year’s expected earnings
of $178. Nearly 40% of poll respondents consider the
market overvalued, while 57% call stocks fairly valued.
Among the former group, 36% consider stocks over-
valued by more than 15%.
“This is a very strange market on many levels,” says
Robert Phipps, director at Per Stirling Capital Manage-
ment in Austin, Texas. “We have sentiment levels and
valuations of a very old, mature bull market. But we have
monetary and fiscal policies of a young, emerging bull
market, and an economy just coming out of a recession.”
The Big Money managers expect monetary policy to
remain easy for another year—or two or three. Few poll
respondents see the Federal Reserve lifting its federal-
funds-rate target range from a current 0.00% to 0.25%
before the second half of 2022, and 40% don’t see a
change until 2023 or later. That means liquidity will
remain ample, adding to the perception that the Fed
has the stock market’s back.
“We see this mountain of money that’s been created,
and as long as that doesn’t get pulled away, it has to go
somewhere,” says Bob Morgenthau, principal at Spears
Abacus Advisors in New York. “That’s good for financial
assets.”
Barron’s conducts the Big Money poll twice a year,
in the spring and fall, with help from Beta Research in
Syosset, N.Y. The latest poll closed in mid-April and drew
responses from 152 money managers from across the
country.
Six months ago, the Big Money managers considered
Covid-19 the biggest risk to the market, followed by the
2020 U.S. election. Today, their worries center chiefly on
rising interest rates (20%), followed by a resurgence of
BARRON’S April 26, 2021
THE MARKETS the coronavirus and the spread of new variants. Also
high on the list of concerns are potential fiscal and mone-
Describe your investment outlook for tary policy blunders, inflation, and higher taxes. The last
U.S. equities in the next 12 months.
doesn’t seem unfounded, considering Thursday’s near-1%
Bullish Neutral Bearish
loss in both the S&P 500 and the Nasdaq after reports
67% 26% 7%
that President Joe Biden plans to propose an increase in
the capital-gains tax rate to 39.6% from 20% for people
earning more than $1 million a year.
Where do you expect the following market measures Almost all poll respondents see an uptick in inflation
to trade as of Dec. 31, 2021, and June 30, 2022? this year and next as U.S. economic growth accelerates,
Bullish Bearish pent-up demand is released, and supply chains struggle
Dec. ’21 June ’22 Dec. ’21 June ’22 to keep pace. But they regard these price gains as tem-
DJIA 33,271 34,355 29,361 29,399 porary, to be followed by a return to the past decade’s
S&P 500 4207 4341 3721 3723 slow-growth and low-inflation world. The majority of
Nasdaq 14,237 14,686 11,875 11,518 poll respondents expect U.S. inflation to average 2% to
3% in both 2021 and 2022.
Is the U.S. stock market overvalued, undervalued, “We’re of the mind that this surge we’re going to see
or fairly valued at current levels? in the next couple of months is going to be ‘transitory,’
Overvalued Undervalued Fairly Valued as the Federal Reserve has indicated,” says Betsey
Purinton, chief investment officer at StrategicPoint
38% 5% 57% Investment Advisors in Providence, R.I. “It will be
due to the year-over-year comparisons and the supply
bottlenecks that will ease themselves out over time.
If you answered “overvalued,” by how much? We’ll get a bump, but we’re not worried about inflation
More forcing the Fed to act prematurely.”
0%-5% 6%-10% 11%-15% Than 15%
James Gambaccini, managing partner at Acorn Fi-
9% 26% 29% 36% nancial Services in Reston, Va., expects the market to
encounter trouble as soon as the Fed begins to lay the
rhetorical groundwork for hiking interest rates. But he
Which investment category exhibits the most froth? calls that an issue for late 2022 or 2023, and sees stocks
“Meme” moving higher before then.
SPACs Stocks Other
T
he Fed responded to the economic havoc wrought
36% 24 22 7 11
by America’s response to the coronavirus pan-
Cryptocurrencies Big Tech
demic by slashing interest rates and buying fi-
nancial assets to keep the economy afloat and the
financial system liquid. Some economists and financial
What will U.S. equities return on an average strategists believe that the central bank may begin to
annualized basis over the next decade?
taper its monthly asset purchases—now about $120
3% | Zero or Less 2% | 11%-15% billion—later this year, well before it moves to raise
rates. Low rates also provide support for stocks’ lofty
31 64 price/earnings ratios; without such support, it’s feared,
the market could tumble.
1% -5% 6%-10% “We think the Fed has created a stimulus bubble, and
that this is one of the most overvalued, overextended,
Are your clients bullish, bearish, or neutral overexuberant markets we’ve ever seen,” says Chris
about U.S. stocks? Ryan, president of Ryan Investments in Aspen, Colo.
Bearish “We’re optimistic about the economy, but we’re cautious
7 about market pricing. The sugar rush will wear off later
41% Bullish this year when the realization comes that the stimulus
Neutral 51 is going away but the debt overhang remains.”
For investors worried about a sustained uptick in infla-
tion, Rusty Vanneman, chief investment strategist at
What is the biggest risk to the U.S.
Orion Portfolio Solutions in Omaha, Neb., recommends
stock market in the next 12 months? exposure to real assets, such as commodities, real estate,
Rising interest Rates 20% and natural resources. He points to the Invesco
Covid-19 Resurgence / New Variants 16 Optimum Yield Diversified Commodity Strategy
Higher Taxes 13 exchange-traded fund (ticker: PDBC) and the FlexShares
Inflation 11 Morningstar Global Upstream Natural Resources
Fiscal / Monetary Policy Blunders 11 ETF (GUNR) as vehicles to gain exposure to real assets,
Excessive Stock Valuations 7 while the FlexShares Global Quality Real Estate ETF
(GQRE) includes real estate assets around the world.
Underpinning the Big Money bulls’ support for
April 26, 2021 BARRON’S 25

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26 BARRON’S April 26, 2021
BIG MONEY POLL

INVESTING stocks are expectations of supercharged economic ECONOMY

Describe your current portfolio allocation growth. Two-thirds of poll respondents see real, Predict the growth rate of real
and your expected allocation in 12 months. or inflation-adjusted, gross domestic product rising U.S. GDP in 2021 and 2022.
Current In 12 Months
by at least 6% this year, with about half predicting a Rate 2021 2022 Rate 2021 2022
Equities Fixed Income Cash Other growth rate in the 6% to 7% range. They see a decel-
0% 0% 1% 5% 16% 11%
eration in GDP gains in 2022, but a still-robust ex-
69-67% 17- 18% 7-6% 5-5% pansion. More than half expect the economy to grow
by 3% to 4% in 2022—an upbeat scenario underwrit-
1%
2%
1
5
4
17
6%
7%
25
23
3
0
3% 6 34 8% 13 0
Which asset class do you consider most attractive today?
ten by the nation’s emergence from the Covid-19 pan-
4% 6 28 9% or more 5 2
demic and continued stimulus from both fiscal and
Equities 64% Cash 4%
monetary authorities. Predict the year-over-year inflation rate
Commodities 13 Fixed Income 3
The expected rebound would benefit a broader at year-end 2021 and year-end 2022.
Real Estate 8 Crypto 3
range of companies than the “Covid economy,” which Rate 2021 2022 Rate 2021 2022
Gold 5
rewarded big tech stocks and “stay at home” busi-
<1% 0% 1% 2.5% 32% 31%
nesses like Peloton Interactive (PTON) and Zoom
Which equity market will perform best 1.0% 3 1 3.0% 19 17
in the next twelve months? Video Communications (ZOOM). Nearly 75% of
1.5% 6 6 3.5% 7 9
Emerging Markets
managers expect value stocks to outpace growth
2.0% 29 30 4.0% 4 5
4
shares in the coming year.
Japan (Nikkei 225)
Vanneman points to financials, in particular; they
China (Shanghai Composite) 9 have attractive valuations, relative to the market, and When will the Federal Reserve next change
39%
a tailwind in higher long-term interest rates. That its federal funds rate target?
Europe (Stoxx Euro 600) 13
steepens the Treasury yield curve, which boosts Second-half 2021 4% H2 2023 10%
banks’ net interest margins, as banks borrow at H1 2022 25 H1 2024 1
U.S. (S&P 500) 34
short-term rates and lend at long-term rates. Bank H2 2022 31 H2 2024 or later 4
stocks are also viewed as a hedge against rising rates. H1 2023 25
As the economy recovers, banks should be able to
Which equity investment category will perform
best in the next twelve months? extend more loans and see the credit quality of their What will the 10-year Treasury note
existing loans improve, Vanneman says. yield one year from now?
Small-Cap
Stocks Purinton, whose firm manages $650 million, also 1.00% 1 2.25% 27
29 39% 26
likes banks stocks. She cites improving net interest 1.25 2 2.50 21
Mid-cap Growth
Stocks Stocks margins and current strength in investment banking 1.50 4 2.75 4
32 74% and capital-markets activity, which have boosted 1.75 6 3.00 5
Large-cap Value
Stocks Stocks industry revenue. Banks’ share buybacks also could 2.00 27 More than 3% 3
resume in force later this year.
Will the U.S. Dollar Index (DXY) strengthen, weaken,
Which sector will perform best in the next 12 months?

I
n fact, financials are the biggest vote-getter among or stay the same in the next 12 months?

37% 43% 20%

Financials Tech Energy Industrials Materials
S&P 500 industry groups in our latest survey.

22% 17% 15% 13% 10% Some 22% of Big Money respondents expect them
to perform best in the coming year. The Financial
Select Sector SPDR ETF (XLF) offers a play on the Strengthen Weaken No Change
Which sector will perform worst in the next 12 months? financial stocks in the S&P 500, while the Invesco
Real Consumer KBW Bank ETF (KBWB) provides more-concentrated
Utilities Tech Energy Estate Staples Do you approve of the Federal Reserve’s
exposure to U.S. bank stocks. and federal government’s response to the
34% 29% 10% 8% 7% Technology is the managers’ second-favorite sector, pandemic and economic recession?

Yes No
garnering the votes of 17% of poll respondents.
“Technology and innovation is what the U.S. does Federal Reserve
Government
Predict the levels of the following as of Dec. 31, 2021. best, and you almost have to maintain an exposure
Oil Gold Volatility there,” says Phipps of Per Sterling, which manages about 77% 51% 23% 49%
(Nymex, per bbl) (per troy oz.) (VIX) Bitcoin
$1.4 billion. “The problem with the sector is that, as rates

$64.52 $1,789 21.59 $48.2K go higher, that’s hard on growth stocks, where you need
to look many years into the future for earnings.”
How concerned are you about the federal debt?

2021
Earnings
Prediction
Favorite
Stocks
Overvalued
Stocks
As for sectors most likely to be laggards, utilities
are No. 1, according to 34% of Big Money managers.
Utilities do best when investors are pessimistic and
playing defense—the opposite of the current environ-
36% 54% 10%
Extremely
Worried
Modestly
Concerned
Not an
Issue
ment. Another 29% of poll respondents think that
S&P500 technology will be the worst performer over the next
12 months, an indication of Wall Street’s now-split
How would you grade President Biden so far?

$161.50
A B C D F
opinion on last year’s leading sector.
Per Share Vanneman, whose firm serves a network of 11,000
advisors managing a combined $51 billion, advises
underemphasizing the megacap tech stocks, such as
17% 31% 21% 18% 13%
Apple (AAPL), Microsoft (MSFT), and Ama-
April 26, 2021
BIG MONEY POLL
zon.com (AMZN), which have trounced
the market in recent years. “They’re obvi-
ously still great and dominant companies,”
he says. “It’s tough to say anything bad
about them, other than they’ve already had
a really great run and now the economy is
changing. So, I imagine they’ll hand the
baton off to smaller and more-cyclical
companies.”
Small-cap stocks have had a big run
since the fall, but the Russell 2000 has
trailed large-cap indexes in recent weeks.
Nearly 40% of poll respondents expect
small-caps to outperform in the next 12
months. Thirty-two percent think large-
caps will take the lead, with the rest
expecting mid-caps to dominate.
Energy, industrials, and materials
round out the five top sector picks in the
spring Big Money poll. Many companies in
these cyclical sectors could see their sales
and earnings grow as the economy recov-
ers. The Biden administration’s proposed
multitrillion-dollar infrastructure package
would only add to demand.
“Because of the reopening of the econ-
omy from the pandemic shutdown, and
thanks to all of the fiscal stimulus, we have
a unique opportunity to get growth-stock-
type earnings from plain, normal, average,
everyday stocks,” says Phipps. “And you
don’t have to pay extraordinarily high
multiples to get those earnings.”
The S&P 500 energy index, for in-
stance, trades at 15 times 2022 expected
earnings. And that’s after rallying more
than 38% in the past year.
T
he window for cyclical and value
stocks and sectors might be open
for another year or so, but longer
term, several Big Money investors
expect a move back to a growth-dominated
stock market.
Morgenthau, whose New York–based
firm oversees about $2 billion, likes a few
other under-the-radar recovery names
outside the market’s more traditionally
cyclical areas. They include beer brewer
Molson Coors Beverage (TAP), which
historically has generated a significant
portion of its sales at bars and restaurants,
many of which are now closed or operat-
ing under pandemic-related capacity
restraints. It’s a cheap stock, selling for
about 13.5 times estimated earnings over
the next four quarters.
Similarly, medical-device and consum-
ables company Becton, Dickinson (BDX)
will benefit from a postpandemic return to
normal in hospitals and at doctors offices,
Morgenthau maintains, as discretionary
and deferred visits and procedures re-
BARRON’S 27
sume. Its stock trades for about 20 times
forward earnings.
Finally, Morgenthau points to a hand-
ful of old-fashioned financial-technology
companies, each trading at below-market
valuations. They include Fidelity Na-
tional Information Services (FIS) and
Fiserv (FISV). “A fair amount of their
business is swipe business, as opposed
to e-commerce,” he says. “So, that’s a clear
beneficiary of the economic reopening.”
G U I D E T O W E A LT H
I
n aggregate, poll respondents call
equities the place to be: 64% consider
stocks the most attractive asset class
today, followed by commodities, at
“This is when we
13%. Cryptocurrencies and Treasuries—
at the opposite ends of the volatility
spectrum—are unpopular, with 30% and
26% of respondents, respectively, regard-
really get to excel.”
ing them as least attractive.
Respondents who spoke with Barron’s
are generally focusing their fixed-income
allocations on shorter-duration and
higher-quality bonds, and not expecting
stellar returns.
Ryan’s fixed-income exposure is
roughly two-thirds in the Vanguard
Short-Term Bond Index ETF (BSV)
and a third in the Vanguard Total Bond
The average Barron’s-ranked advisor
Market Index ETF (BND). His epony- has almost three decades of experience
mous firm sold out of long-duration
bonds late last year. and has thrived through adversity. Find
“ ‘High’ yield is high, relative to other
bonds, but it’s not high, relative to the risk an advisor who has the experience to
of default of those issuers,” says Phipps,
who is looking to other types of assets to navigate uncertainty.
generate yield, including preferred shares
and convertible bonds. “I’m more worried
about bond prices than about stock prices
right now.”
Overall, the Big Money managers’ Visit the Guide to Wealth at
mean allocation to fixed-income invest-
ments is about 17% today, with equities barrons.com/guide
and cash accounting for 69% and 7%,
respectively, of their portfolios. Other
assets, including alternatives, commodi-
ties, and gold, have about a 5% portfolio
allocation, on average.
But bonds still play a diversifying and
risk-reducing role, even with today’s
meager yields.
NEW + IMPROVED!
“Our expectation for fixed income is
New interface.
not for high returns,” says Purinton. “We
More insights.
think of fixed income as ballast right now.
It keeps [portfolio] volatility lower and
New finder tool.
maybe earns you a modest return....You
want to have Treasuries to revert to if
things go bad.”
And if professional and individual
investors have learned anything over the “How Top Advisors are Navigating the Crisis,” Barron’s. 3/19/20
past year, it’s that preparing for the worst
©2020 Dow Jones & Company. All Rights Reserved. 2E210
isn’t a bad way to invest. B
28 BARRON’S April 26, 2021

FUND PROFILE Talking With Mike Kirkpatrick

Portfolio Co-Manager, Virtus Seix High Yield

A Bond
Fund for
All Seasons
By DEBBIE CARLSON

A
verage investors often don’t stick around
long enough in certain markets to see their
patience rewarded. That can be especially
true in the sometimes volatile high-yield
bond market, where income seekers are
drawn to rich yields but can be tempted
to flee when the market swings.
Mike Kirkpatrick, portfolio co-manager for the
Virtus Seix High Yield fund (ticker: HYPSX), tries
to smooth out the portfolio’s performance over time
by staying flexible. He and co-manager James FitzPat-
rick do that by selecting higher-quality credits that can
minimize losses during selloffs, while also looking for
mispriced securities to improve performance. Kirkpat-
rick, 53, says that too many high-yield managers tend to
stick to their style no matter where in the cycle the econ-
omy is, which can cause investors to leave when that
investing style is out of favor.
“To some degree, this puts the burden on the investor
to know when to pivot from a defensive manager to a
more aggressive manager, and vice versa. We want to be
the one-stop shop to ride through the cycle,” Kirkpatrick
says, as the co-managers aspire for the fund to be a core
fixed-income holding.
The $435 million fund has beaten its high-yield bond
category peers on a three- and five-year basis, with aver-
age annual returns of 7% and 7.2%, respectively. With a
0.82% expense ratio, its fee levels are below average for
the category.
Kirkpatrick has been portfolio manager for High
Yield since 2007, after joining Seix Investment Advisors
in 2002 as a senior analyst. His background, however,
isn’t limited to finance. After graduating from college in
1991, he was a civil engineer for a few years until he
pivoted to a career in investing, later earning his M.B.A.
The defensive nature of High Yield reflects Kirkpat-

Photograph by M. LEVY
12 BARRON’S April 26, 2021 April 26, 2021 BARRON’S 29

REVIEW 34,043.49 540.98
Dow Industrials: -157.18 Dow Global Index: -0.24
Crypto in the Coal Mine
Bitcoin was a harbinger. After falling
over the weekend, it led stocks down
1.57% rick’s time as a civil engineer. When design- behind its peers. Scoreboard: Risk Returns
ing structures, engineers incorporate a To generate performance, High Yield (Rising global Covid cases, inflation fears,and talk of a U.S. capital-gains tax hike battered natural resources
10-year Treasury note: 0.00 safety factor to compensate for unexpected takes advantage of market dislocations and funds 3.54%. U.S. stocks also fell, with the S&P 500 off 0.84%. Precious metals funds popped 1.68%.
stress, such as more cars than usual cross- areas of the market that other managers tend One Week Year-to-Date
ing a bridge. He views high-yield investing to avoid. Those areas include downgraded
in a similar fashion. “The idea is that the investment-grade bonds, known as “fallen U.S. STOCK FUNDS – 0.84% 12.00%
TOP SECTOR / Precious Metals Equity Funds 1.68 – 0.95
future is inherently unpredictable and angels,” and companies with little analyst BOTTOM SECTOR / Natural Resources Funds – 3.54 18.45
SHE SAID uncertain,” he says. coverage, which he refers to as orphan S&P 500 – 0.85 10.09
To design a portfolio to withstand undue credit. Real estate investment trusts, small- U.S. BOND FUNDS – 0.03 – 0.27
“We’ve been thinking a stress, Kirkpatrick uses a bottom-up ap- cap companies, and out-of-favor sectors also
Bloomberg Barclays AGG Bond 0 – 2.28

P2BW116000-0-W01200-1--------XA Composite
on Monday, shedding some 13%. An long time about having proach. He selects individual securities fall into this category. THE WEEK'S TOP 25
Fund Investment Objective One Week Year-to-Date
effort to drive joke-turned-meme based on how easily a company can raise One example of a fallen angel in a largely
Dogecoin to a dollar—“Doge Day” on our Wright Brothers cash and generate liquidity in very difficult avoided sector is Nordstrom (JWN). Last Hartfd Schr China A SDR / HSHRX China Region 4.42% 2.9%
Tuesday—fizzled, and it closed at 32
cents. The broader retreat continued
moment. And here it is.” market environments, and relies on the
firm’s analysts’ deep knowledge of individ-
year, Kirkpatrick bought the retailer’s 2030
bonds with a 4.375% coupon, one of several
Matthews Asia Chn SC Inv / MCSMX
T Rowe Price Ch EE / TCELX
China Region
China Region
3.92
3.79
4.0
12.0
MiMi Aung, NASA’s Ingenuity project Upright Growth Fund / UPUPX Global Multi-Cap Value 3.64 33.3
as global Covid numbers rose, led by ual companies to spot names. select retailers he purchased in 2020. Nord- Midas Fund / MIDSX Precious Metals Eq 3.45 – 3.9
manager, on the first powered flight
India. Netflix missed new subscriber —a helicopter—on Mars
Kirkpatrick’s investment process has five strom is flexible, well run, and has good lo- Aberdeen China A SE I / GOPIX China Region 3.25 – 3.1
numbers and got creamed. Stocks tenets. First, he wants companies that gen- cations, he says. That makes it well posi- AmericaFirst Def Gro A / DGQAX Alt Long/Short Eq 2.98 – 0.4
Nvgtr Sentry Mgd Vol I / NVXIX Equity Mkt Neutral 2.94 – 30.0
rallied, then flagged on talk of a big erate free cash flow that is equal to at least tioned to weather the structural issues BlackRock Ch A Opp Inst / CHILX China Region 2.87 – 0.6
capital-gains raise, then rallied. For 10% of debt, and that are either reinvesting facing retail—namely, the move to online AQR Risk-Bal Comm Str I / ARCIX Commodities General 2.78 18.7
the week, the Dow industrials slipped that money in the business or paying down shopping. Templeton China Wd A / TCWAX China Region 2.60 2.3
0.5%, to 34,043.49; the S&P 500 lost debt. Also critical are a strong management The fund also bought Brookfield Prop- Bail Giff China A Inst / BCANX China Region 2.48 – 5.5
Baron Health Care Inst / BHCHX Health/Biotech 2.48 7.2
0.1%, to 4180.17; and the Nasdaq Com- team and a competitive advantage that erty REIT (BPYU) bonds last year, at a SlvrPpr Cmd Str Gl Mac I / SPCIX Commodities General 2.47 8.3
posite fell 0.3%, to 14,016.81. allows a firm to protect its market share. 5.75% yield and 2026 maturity. The REIT Gabelli Gold I / GLDIX Precious Metals Eq 2.41 – 1.5
Companies also must have assets that are owns more than 100 mostly “class A USAA Prec Met&Min Fund / USAGX Precious Metals Eq 2.33 0.6
ARE INVESTORS TAPPED OUT? Conviction in Minneapolis at least 1.5 times greater than their debts, so malls,” or those of the highest quality. Al-
Guinn Atkin China & HK / ICHKX
OCM Gold Adv / OCMAX
China Region
Precious Metals Eq
2.32
2.32
8.8
0.3
In Minneapolis, a jury convicted for- they can cover those debts if needed. Lastly, though more shopping is occurring online,

Money Slows,
Matthews Asia Ch Dv Inv / MCDFX China Region 2.30 4.4
mer police officer Derek Chauvin for companies must have good access to liquid- the bulk of consumer spending remains in Fidelity Sel Gold / FSAGX Precious Metals Eq 2.25 – 1.6
Global Clean Equity I / CGCNX Industrials 2.17 – 8.4
THE NUMBERS the murder of George Floyd last sum- ity, which is either cash on the balance physical locations, says Kirkpatrick. As
US Glbl China Region / USCOX China Region 2.14 0.3
mer, days before the funeral of another sheet or revolving-credit availability. vaccine rollouts continue, “there’s so much

$86 B
Aegis Value I / AVALX Small-Cap Value 2.08 26.2

Stocks Wilt
unarmed Black man killed by the po- The fund mostly avoids the riskiest parts pent-up demand for getting out of the Scharf Alpha Oppty Rtl / HEDJX Alt Long/Short Eq 2.07 6.7
lice. The Justice Department opened an of the high-yield market, such as CCC-rated house, and good malls are going to be the Driehaus EM SmCap Gro / DRESX Emerging Markets 2.03 5.4
inquiry into policing in Minneapolis bonds—which are at high risk of default. beneficiaries of that.”
THE WEEK'S BOTTOM 10
Amount invested in ESG and the debate over police reform again When those securities do well, as they have Overall, the credit sector is “healthy” after Fund Investment Objective One Week Year-to-Date
exchange-traded funds, more surfaced in Congress. Gun violence so far this year, High Yield tends to lag last year’s market rout eliminated the names
Kinetics Internet NL / WWWFX Science & Tech – 10.22% 24.6%
Of late, money hasn’t been aggressively chasing stocks, than half of which flowed in incidents continued across the U.S. most likely to default, the co-manager says. Kinetics Mkt Opps NL / KMKNX Flexible Portfolio – 7.09 37.8
despite the market runup. The net flow of money into since the start of 2020. The greater risk now for the high-yield Kinetics Global NL / WWWEX GL Sm/Mid-Cap – 6.49 25.1
U.S. mutual and exchange-traded equity funds has hit Change of Climate Virtus Seix High Yield market is if interest rates rise in response to Emerald Bank&Finance Ins / HSSIX Financial Services – 6.45 24.9

200 K
Jacob Internet Fund Inv / JAMFX Science & Tech – 6.27 22.5
roughly $100 billion in 2021, notes Citigroup. That isn’t President Biden set an aggressive goal Total Return stronger economic growth. That risk could Fidelity Sel Enrgy Ser / FSESX Natural Resources – 6.10 11.9
weak, but money going into stock funds focused on as- of cutting greenhouse gases by 50% by 1-Yr 3-Yr 5-Yr be somewhat mitigated if the spread, or Rydex Energy Svcs Inv / RYVIX Natural Resources – 5.73 9.7
sets outside the U.S. has been more than twice as large. 2030 at a virtual climate-change sum- which revived debate over autonomous HYPSX 17.1% 7.0% 7.2% difference in yields, between high-yield Kinetics Paradigm NL / WWNPX Small-Cap Growth – 5.62 47.1
And with stocks trading at lofty levels, asset manag- Federal Reserve estimate of mit organized by the White House. driving, though Elon Musk in a tweet said bonds and U.S. Treasuries narrows, he adds, Jacob Discovery Inv / JMCGX Small-Cap Core – 5.40 30.2
ICE BofA US High Yield Firsthand Tech Opptys / TEFQX Science & Tech – 5.37 – 0.5
ers don’t appear eager to buy. The average institutional the number of small-business Chinese President Xi Jinping agreed. data from the car suggested Tesla’s Auto- BB-B Constrained Index 15.7 6.7 7.1 because the underlying fundamentals of the
equity fund, which includes mutual funds and ETFs, is closures in the first year of the pilot was not engaged. high-yield bond issuers improve as the econ- THE LARGEST 25
now holding a relatively low 4% of its portfolio in cash, pandemic, on top of the usual Space Jam Top 10 Holdings
Maturity Date % of Assets
omy strengthens. Fund
Assets
(billions) Investment Objective
3-Year*
Return
1-Week
Return
YTD
Return
according to Bank of America, which says a figure any 600,000. Elon Musk’s SpaceX won a $2.9 billion Annals of Deal Making Cimpress 7% due June 2026 1.4%
To offset the impact of possible higher
American Funds Gro A / AGTHX $127.8 Large-Cap Growth 19.8% – 1.72% 6.7%
lower would be a signal to sell, while an increase to 5% NASA contract to build a lunar landing Reuters reported that Ant Group was rates, Kirkpatrick is keeping a tight rein on

8100%
Fidelity Contrafund / FCNTX 111.3 Large-Cap Growth 19.3 – 1.57 7.4
would indicate a buy. The less cash funds hold, the less craft, beating out Jeff Bezos’ Blue Ori- talking to Alibaba co-founder Jack Ma to Nexstar Broadcasting 4.75% the fund’s sensitivity to interest rates, or Vanguard Wellington Adm / VWENX 98.3 Mix Tgt All Gro 12.2 – 0.40 6.8
1.2
due Nov. 2028 American Funds Bal A / ABALX 92.3 Mix Tgt All Gro 10.9 – 0.62 6.0
they’re willing to tap into that money to buy stocks. gin and Dynetics. Both SpaceX and sell his 10% stake, removing an obstacle duration. He has also sold longer-dated

Illustration by Elias Stein; photo courtesy of NASA/JPL-Caltech

American Funds EuPc R6 / RERGX 91.5 Intl Large-Cap Growth 10.6 – 0.69 2.4

MAGENTA
BLACK
CYAN
YELLOW
Marriott Ownership Resorts 4.75%
One key reason money has slowed is because house- Blue Origin successfully launched re- to an initial public offering…Canadian due Jan. 2028
1.2 bonds that have met his price target and Dodge & Cox Stock / DODGX 81.1 Multi-Cap Value 13.5 – 0.64 18.9
holds already have the highest share of their assets in Growth of Dogecoin in value in usable vehicles for putting astronauts, National Railway offered $30 billion for would be more sensitive to rising interest American Funds Inc A / AMECX 78.9 Mix Tgt All Mod 8.8 – 0.43 8.1
Altice Financing 5% due Jan. 2028 1.1 PIMCO Income Inst / PIMIX 74.2 Multi-Sector Inc 5.2 – 0.01 0.7
stocks in more than 50 years. Household equity hold- 2021, as of April 19. or space tourists, into orbit. And on Kansas City Southern, which had rates, such as a 2050 Sysco (SYY) bond. American Funds ICA A / AIVSX 71.9 Large-Cap Core 13.3 – 1.14 9.9
ings now account for 47% of their total assets, says Citi. Mars, a small helicopter flew in the agreed to a merger with Canadian Pa- New Residential Investment 6.25% With an eye on an improving economy American Funds Wash A / AWSHX 68.7 Large-Cap Core 13.1 – 0.57 11.5

$1.6 T
due Oct 2025 1.1 Dodge & Cox Income / DODIX 68.2 Core Bond 6.0 0 – 1.5
Citi’s data also suggest that as households grow more thin atmosphere, then landed success- cific for $25 billion…Toshiba rejected a and rising rates, Kirkpatrick hopes recent Vanguard PRIMECAP Adm / VPMAX 67.3 Large-Cap Core 17.0 – 1.70 12.3
Syneos Health 3.625% due Jan. 2029 1.1
invested in stocks, returns decline. The last time inves- fully—the first flight on the red planet, $20 billion offer from CVC Capital Part- purchases—such as Dycom Industries’ American Funds CIB A / CAIBX 64.9 Global Equity Income 7.1 – 0.43 7.1
American Funds FInv A / ANCFX 63.6 Large-Cap Core 13.9 – 1.22 9.5
tors were this heavily invested, in 1970, the S&P 500’s if only 30 seconds long. Meanwhile, the ners…The U.K. began a national-security DCP Midstream Operating 5.375%
1.0 (DY) 2029 bond with a 4.5% yield—will BlackRock Cash Inst SLA / 62.2 Instl Money Mkt NA NA NA
due July 2025
annual return compounded over the next 10 years was The amount of unspent cash European Space Agency warned of the review of Nvidia’s $40 billion deal for support performance. The small-cap com- American Funds NPer A / ANWPX 60.2 Global Large-Cap Growth 18.5 – 1.00 6.6
Alliance Data Systems 4.75% American Funds CWGI A / CWGIX 59.1 Global Large-Cap Core 10.7 – 0.84 7.6
below 5%, compared to the S&P’s historical average an- held by private equity, a record. “huge risk of space collisions” as more ARM…Swiss billionaire Hansjörg Wyss pany provides contracting services to the Fidelity Str Adv LgCp / FALCX 58.6 Large-Cap Core 0 – 1.00 11.7
due Dec. 2024 1.0
nual gain in the high-single digits. Returns were nega- satellites are launched. exited a partnership with Choice Hotels telecommunications and infrastructure Vanguard Intl Gro Adm / VWILX 57.7 Intl Large-Cap Growth 22.4 0.20 4.2
Grubhub Holdings 5.5% T Rowe Price BC Gro / TRBCX 56.0 Large-Cap Growth 20.1 – 1.89 6.1
tive in the decade after 1999, when equity holdings rela- chairman Stewart Bainum on a $680 due July 2027
1.0 industry, and will probably benefit from Fidelity SA US Tot Stk / FCTDX 55.1 Multi-Cap Core 17.1 – 0.94 11.5
tive to total assets hit another peak. To get Numbers by Barron’s Debating Autonomy million bid for Tribune Publishing,
Liberty Media 8.25% due Feb. 2030 1.0
growth in spending on 5G networks and MetWest Total Rtn I / MWTIX 52.9 Core Plus Bond 6.1 0.02 – 1.9
Stocks may go up from here, but that’s just more evi- daily, sign up wherever A Tesla crashed into a tree in Houston which then recommended a $635 million general infrastructure. “One of the things Vanguard Sh-Tm Inv Adm / VFSUX 52.2 Short Inv Grade 4.2 0.03 – 0.1
PIMCO Tot Rtn Inst / PTTRX 51.9 Core Plus Bond 5.4 – 0.05 – 2.0
dence that gains for the next few years could be unspec- you listen to podcasts or at and ignited, killing two passengers. bid from Alden Global Capital and a May Total 11.1% that you want to find in a rising-rate envi- Vanguard Wellesley Adm / VWIAX 50.8 Mix Tgt Alloc Con 9.0 0 2.7
tacular compared with the run since the market hit bot- Barrons.com/podcasts Police believe no one was in the 21 shareholder vote. ..Middleby agreed Note: holdings as of March 31. Returns through April 19;
three- and five-year returns are annualized.
ronment is companies that will benefit *Annualized 04/19/2018 to 04/22/2021. Through Thursday. Source: Lipper
tom on March 23, 2020. — Jacob Sonenshine driver’s seat at the time of the accident, to buy Welbilt for $4.3 billion. Sources: Morningstar; Virtus Investment Partners; ICE Data Indices from any industry tailwind,” he says. B
30
FU N DS
Is Everything Turning
Into an ETF Now?
No, It Just Seems So.
A
t least two mutual
funds and one hedge
fund have converted
into exchange-traded
funds so far in 2021,
and more are coming
as the fund industry
moves to meet investor demand for the
tax-efficient vehicles. Yet, while the
shift toward ETFs seems unstoppable,
outright conversions of mutual funds
and hedge funds probably won’t turn
into a massive wave.
Over the past year, a number of
mutual fund giants—including Ameri-
can Century, Fidelity Investments, and
T. Rowe Price—launched their first
actively managed ETFs after regulators
tweaked transparency rules to make the
ETF structure more palatable for active
strategies. Vanguard Group is allowing
investors to transfer assets from its
Admiral share class to the cheaper ETF
share class without incurring taxes.
Even smaller managers have begun to
offer their separately managed accounts
as ETFs to a wider public.
The shift toward ETFs, however, has
ratcheted up another notch this year.
In early January, a tiny hedge fund from
Upholdings Group flipped to an ETF
called Compound Kings (ticker:
KNGS), the first hedge fund to ever do
this. Then last month, Guinness Atkin-
son converted two of its dividend mu-
tual funds into ETFs—the $26 million
SmartETFs Dividend Builder (DIVS)
and the $5 million SmartETFs Asia
Pacific Dividend Builder (ADIV).
And more notably, Dimensional
Fund Advisors, a $637 billion asset
manager known for its factor-based
systematic strategies, plans to do the
BARRON’S
same. The firm will convert four of its
tax-managed mutual funds into ETFs
in June, and two more later this year.
Together, the six funds would carry
nearly $26 billion in investor assets.
These conversions underscore a
trend that has been building for years:
Investors want ETFs, and fund compa-
nies need to meet that demand. “Our
By Evie Liu funds have excellent track records, but
they weren’t getting a lot of attention in
the marketplace, because people prefer
ETFs,” says Guinness Atkinson CEO
Jim Atkinson, referring to the firm’s
two converted ETFs.
Nicole Hunter, DFA’s head of ETF
capital markets, told Barron’s that
ETFs’ greater tax efficiency is particu-
larly attractive to investors in the firm’s
to-be-converted tax-managed mutual
funds. Many mutual funds have seen
persistent outflows in recent years,
leading to sizable—and taxable—
capital-gains distributions. But ETFs’
The Popular Choice
Investors have been favoring ETFs over mutual funds due to their cheaper costs and tax efficiency.
.
$500 (bil)
250
0 the industry. The fee structure of ETFs
Annual asset net flows
-250
ETF Mutual fund
-500
2010 2011 2012 2013 2014 2015
Note: Data include obsolete funds
Dimensional Fund Advisors’ conversion of six tax-
managed mutual funds into ETFs later this year
will bring along $26 billion in customer assets.
creation-and-redemption mechanism
means that managers could defer those
taxes, realizing them when they choose
as opposed to whenever investors liq-
uidate. “The conversion made a lot of
sense for us,” says Hunter.
There are other advantages, as well.
ETFs usually trade commission-free
and cost less for fund companies to
manage. That means potential fee cuts
after a conversion. Guinness Atkin-
son’s two converted ETFs, for example,
have cut their expense ratios by three
and 32 basis points, or hundredths of a
percentage point, respectively. Dimen-
sional’s planned conversions will also
see management fees drop by four to
15 basis points across the six funds.
S
till, while Ben Johnson, Morn-
ingstar’s director of global ETF
research, expects to see more
ETF conversions, he notes that
it isn’t going to be a sweeping phenom-
enon. “It’s not a suitable strategy for
every fund,” he says, “There are any
number of different impediments that
can make this logistically complex.”
For example, since ETFs trade like
securities, investors need to own them
through a brokerage account. But some
existing shareholders of mutual funds
might have bought them directly from
the fund companies without a broker-
age. What’s more, the tax benefits of
an ETF setup might be a moot point
for investors who hold mutual funds
through already tax-deferred or tax-
exempt channels like retirement plans.
2016 2017 2018 2019 2020
Source: Morningstar
April 26, 2021
Both Guinness Atkinson’s and DFA’s
converted ETFs have only one share
class, very few assets in retirement ac-
counts, and a relatively finite investor
base, according to the companies. But
things might get complicated for funds
with multiple share classes, different fee
structures, and a diversified pool of
clients. “The project would be massive,”
says Atkinson, “It’s not a small thing to
do operationally and legally.”
Even if a fund can be converted, the
ETF setup isn’t always preferred by
portfolio managers. To start with, most
ETFs are transparent, which means
that other investors could copy trades
and affect the pricing of holdings, a
strategy known as front-running. That
might cause some concerns for funds
with concentrated portfolios or actively
traded strategies. Atkinson says the
firm’s converted ETFs have very low
turnover, so transparency wouldn’t be
an issue. The Dimensional funds, typi-
cally with thousands of holdings, also
don’t mind showing all of their cards.
It’s also hard to manage an ETF’s
capacity if it grows too big in assets.
With mutual funds, portfolio manag-
ers can simply implement a cap and
effectively close the fund to new
investors. ETFs, however, can’t be
closed except under extreme circum-
stances. That means managers of
popular ETFs might have to put the
incoming cash into their next-best
ideas in order to avoid heavy owner-
ship in certain names. “The inability
of an ETF to say no to new money
would make many managers reluc-
tant to ever consider offering strate-
gies in that format,” says Johnson.
As for the conversion of hedge
funds to ETFs, Johnson believes that
the Upholdings’ Compound Kings
strategy—with just a two-year history,
$12 million in assets, and no perfor-
mance fee even when it was a hedge
fund—will probably be an outlier for
is far less lucrative, managers have no
way to control asset flows, and there
would be a lot more restrictions on
portfolio concentration, risky instru-
ments, and the level of leverage.
“Most successful hedge fund man-
agers will probably steer clear of the
ETF category,” says Johnson. B
 April 26, 2021
T E C H T R ADER
How Netflix Could
Become a Surprise
Reopening Play
N
etflix shares have
been stuck in a rut
for almost nine
months. They won’t
stay there forever.
The video
streaming giant has
been a victim of its own success, after
business surged in the early months of
the Covid-19 pandemic. Netflix (ticker:
NFLX) added nearly 26 million net
new subscribers in the first half of
2020, an increase of 15%. That was
almost as many new subscribers as
the company had added in the previ-
ous five quarters combined. As movie
theaters, sports leagues, bars, gyms,
schools, restaurants, and offices shut
down, we all retreated to the couch to
catch up with Stranger Things and Ti-
ger King.
You can date the start of the lull in
Netflix shares to last July when the
company reported second-quarter re-
sults. After huge gains in the previous
two quarters, Netflix warned that the
growth was going to slow significantly,
which is just what happened. The com-
pany added 2.2 million subscribers in
that September quarter, and the stock
has been stuck in a range ever since. At
a recent $506, shares are down 14%
from their all-time high.
Last week, the situation got a little
worse for Netflix investors when the
company reported first-quarter re-
sults. As per usual with Netflix, the
focus was on subscribers—and the
Courtesy of Netflix
company added just four million net
new subscribers in the period, well
below the six million the company had
projected. Netflix now expects to add
just one million net new subs in the
BARRON’S
current June quarter, which would be
the smallest quarterly gain in the com-
pany’s history.
But all the focus on subscribers is
likely to be short-term noise. Here are
five reasons why the recent weakness
looks like a buying opportunity.
Netflix will get a lot bigger: The
By Eric J. Savitz subscription streaming video revolu-
tion has arrived, but the market is far
from saturated. Evercore ISI analyst
Mark Mahaney says that over time the
percentage of internet households that
pay for at least some streaming video
services will “move asymptotically
toward 100%.” He thinks Netflix can
eventually have somewhere between
500 million and a billion subscribers,
from the current 200 million-plus.
Mahaney notes that Netflix is in
about 60% of U.S. broadband house-
holds, and he sees no reason to think
it can’t reach the same level of pene-
tration in the rest of the world (exclud-
Netflix shares are down 14% from their recent
high, but bulls argue that the streaming giant’s
real growth is still to come.
ing China). Surveys show customer
satisfaction with Netflix is higher out-
side the U.S., Mahaney says, where
there is less competition for viewer
attention.
Bernstein analyst Todd Juenger
writes in a research note that he “cate-
gorically rejects” the idea that sub-
scription video—or Netflix specifi-
cally—is approaching maturity. At a
recent peak, Juenger notes, there were
800 million global pay-TV house-
holds. Assuming subscription video
becomes the primary vehicle for in-
home video—and Netflix remains an
“anchor” service—“then it seems rea-
sonable that those 800 million house-
holders are highly likely to become
Netflix subscribers in the future.”
That implies Netflix’s subscriber base
could still quadruple from here.
It’s a reopening play: Netflix says
short-term subscription gains have
been reduced by a “pull forward” ef-
fect last year, as well as a thinner con-
tent slate for the first half of 2021, be-
cause of pandemic-related slowdowns
in film and TV production. But many
of the company’s most popular series
(like Money Heist and You) return in
the second half, along with some
blockbuster films.
KeyBanc analyst Justin Patterson,
who has an Overweight rating and
$650 target on the stock, thinks Net-
flix is transforming from a stay-at-
home stock to a reopening play. While
the conventional wisdom is that some
consumers could turn away from
26 million
Number of new subscribers added by
Netflix in the first half of 2020, helped
by hit shows like Tiger King.
5 million
Number of new subscribers expected
to be added in the first half of 2021.
31
streaming as out-of-home entertain-
ment options return, his view is that
the strong second half content slate
will reaccelerate subscriber growth.
Subscribers love the service: While
net adds were disappointing in the
March quarter, churn actually declined.
That suggests Netflix’s service has be-
come even stickier for existing sub-
scribers. Sure enough, average viewing
hours per household are increasing. All
of that in a quarter when Netflix raised
prices in some markets. Does that
sound like a service in decline?
For all the hand-wringing about
competition, there’s no evidence that
anyone is giving up Netflix to switch to
Hulu, Disney, Apple+, Paramount+, or
the various other streaming services.
Mahaney says that his last consumer
survey found 74% of households were
willing to sign up for two or more
streaming services, and 47% expect to
pay for three or more. (In full disclosure,
I pay for seven—from Netflix, Hulu,
Amazon, Apple, Paramount, HBO, and
Sling. Maybe I should get out more.)
It’s now a cash-flow gusher: Almost
lost in the hand-wringing over the
subscriber miss was the fact that Net-
flix generated $692 million in free
cash flow in the quarter; and that’s
after paying down $500 million in
debt. Netflix expects to be break-even
on a cash flow basis for the year, even
as it ramps up production. And Net-
flix unveiled a $5 billion stock repur-
chase program. Operating margin in
the quarter jumped to 27.4%—an all-
time high—up from 16.6% a year ago.
Netflix has lapped the field: The
company is benefiting from a virtuous
circle. More subscribers means more
revenue to spend on content, and
more quality content lures more view-
ers. The company plans to spend $17
billion on content this year.
Sunday’s Oscar ceremony includes
17 films produced by Netflix, includ-
ing two best picture nominees, two
best documentary nominees, and two
nominees for best animated film.
We’re not sure who will get the statu-
ettes—but long-term, Netflix share-
holders seem like certain winners. B
32
I N C O M E I N V E ST I N G
Dividend Fund Vets
Share Some Picks for
Post-Covid Portfolios
T
he past year or so
has been challeng-
ing for equity in-
come managers,
owing to dividend
cuts and suspen-
sions early in the
pandemic, along with shifting investor
preferences toward more cyclical
stocks. For some perspective, Barron’s
reconnected with three equity income
managers we’ve written about over the
past 18 months.
Thomas Huber, T. Rowe Price
“Initially, the market was focused
on anything digital, technology, work
from home, momentum, and then
there was a transition into deeper cy-
clical, and higher-volatility stocks in
the fourth quarter and into the first
quarter,” says Huber, the longtime
manager of the T. Rowe Price Divi-
dend Growth Fund (ticker: PRDGX).
Last year, he adds, “was a challenge
for really any kind of dividend-fo-
cused investor.”
This year has posed challenges,
too, on a relative basis. The fund has
returned about 10% in 2021, putting
it in the bottom 20% of its large-cap
blend Morningstar peers and trail-
ing the S&P 500’s 11.6% return. The
fund’s 15-year annual return of
10.22% ranks in the top 20% of its
category.
Starting in early November, when
positive news emerged about the im-
pending rollout of Covid vaccines,
many value stocks began to rally. “That
cyclical trade is getting a little bit full”
in terms of valuation, Huber says,
though “it’s probably not over and cer-
BARRON’S
tainly could have some room to run.”
The fund’s holdings include cycli-
cals, such as Caterpillar (CAT) and
Deere (DE). They were recently yield-
ing 1.8% and 1%, respectively, versus
about 1.4% for the S&P 500.
Huber thinks that the outlook for
stocks is good overall, including divi-
dend payers—partly because of Con-
By Lawrence C. gress’ recent $1.9 billion stimulus
Strauss package, as well as the Federal Re-
serve’s accommodative monetary pol-
icy that’s keeping interest rates low.
Huber also sees opportunities for
dividend stocks in sectors such as
healthcare and consumer staples.
“We’re trying to make sure we have
the ones that are coming out of the
pandemic stronger than when they
went in,” he says.
Those include Comcast (CMCSA),
which yields 1.8%, and Coca-Cola
(KO), which yields 3%. The latter, he
says, “has earned $2 a share a year it
seems like forever, and it seems like
they are finally going to break out of
that. They had some momentum going
into the pandemic, and it has per-
formed pretty well through it.”
The consensus FactSet 2021 ad-
justed profit estimate for Coca-Cola is
Dividend Knowledge
Barron’s spoke recently with the managers of these three funds to get some perspective on dividend investing.
Fund / Ticker AUM (bil)
Vanguard Dividend Growth / VDIGX $48.2
T. Rowe Price Dividend Growth / PRDGX 19.5
Franklin Equity Income / FISEX 3.1
Note: returns as of April 21
One manager’s view: The outlook for stocks is
good overall, including dividend payers—thanks to
fiscal stimulus and the Fed’s easy-money policies
$2.17 a share, up from $1.95 in 2020,
and $2.36 in 2022.
Donald Kilbride, Wellington
Management
Kilbride says his goal hasn’t
changed: “Trying to identify those
companies that we think can sustain-
ably produce dividend growth over
long periods of time.”
The Vanguard Dividend Growth
Fund (VDIGX), which he has overseen
since 2005, holds about 40 stocks;
those recently included Johnson &
Johnson (JNJ), Union Pacific (UNP),
McDonald’s (MCD), Merck (MRK),
and Northrop Grumman (NOC).
Still, he’s not happy about the
fund’s relative underperformance re-
cently. Its year-to-date return is about
8.9%, placing it near the bottom of its
Morningstar large-cap blend category.
“I’m disappointed [but] I’m not neces-
sarily surprised, given what the mar-
ket has chosen to value versus what it
has chosen to ignore,” he says.
Kilbride says he feels stuck be-
tween two cross-currents in the mar-
ket: tech and other coveted sectors on
one side and value-oriented cyclical
stocks on the other.
Still, only one of his holdings, ap-
parel and footwear retailer TJX (TJX),
suspended its payout last year due to
the pandemic. That company has
since reinstated it at 26 cents a share—
above the 23 cents in effect before the
pandemic. The shares yield 1.5%.
During 2020, the median dividend
growth rate for the stocks in the port-
folio was about 9% on an asset-
weighted basis—not far below histori-
cal levels in the low double digits.
“That was one of the things that
surprised me the most,” he says. “I
thought there was going to be a lot of
Trailing
12-Month Yield Expense Ratio YTD Return
1.6% 0.27% 8.9%
1.0 0.63 9.9
2.1 0.85 10.4
Source: Morningstar
April 26, 2021
dividend adjustment made, not only in
the industry, but in our portfolio.”
Last year, he says, “The two sectors
we really leaned into” were healthcare
and defense, which often are affected
the most during a presidential election
year. As for tweaking the portfolio, he
continues, it’s been more a case of
adding to existing holdings than buy-
ing new ones—“a little bit more expo-
sure to the reopening trade,” he says.
The picks there include American
Express (AXP), Union Pacific, and
medical device maker Medtronic
(MDT). The latter, he says, “ought to
do better, relatively speaking, on a
reopen, given a lot of what they make
in the healthcare world is discretion-
ary [and] not Covid-related.”
Matt Quinlan, Franklin Temple-
ton
“We are still optimistic that the
market can go higher as we progress
through this year,” says Quinlan, cit-
ing the federal stimulus package, am-
ple consumer savings, and the possi-
bility of more infrastructure spending.
Quinlan, who became co-manager
of the Franklin Equity Income
Fund (FISEX) a decade ago, says he’s
not worried about higher yields. “It’s
an incremental head wind, but the
absolute rate is still quite low,” he
says.
As a hedge, the fund’s holdings
include JPMorgan Chase (JPM) and
Bank of America (BAC), both of
which should benefit from higher
rates as net interest margins improve.
“We’re comfortable with the funda-
mentals of banks,” he says. “You saw,
for the most part, very strong [earn-
ings] numbers in Q1.” He expects the
large banks to resume dividend in-
creases later this year.
The fund has returned about 10.4%
this year, putting it near the bottom of
its large-cap value Morningstar peers,
but it has fared better over longer pe-
riods.
Other holdings include HCA
Healthcare (HCA), whose assets in-
clude hospitals, and retailer TJX, both
of which have reinstated their pay-
outs. “Our strategy continues to look
for quality growth with that dividend
orientation,” Quinlan observes. B
April 26, 2021
THE EC ONOMY
The Fed’s Inflation Blind Spot:
Surging Food, Housing Costs
T
here are economic
models, and there is
real life.
Over the past
week alone, the
price of corn rose
8% to the highest
level since 2013, while soybeans and
wheat prices hit their highest points
since 2014. The CRB foodstuff index,
which includes hogs, butter, and
sugar, in addition to grains and other
agricultural commodities, is up 15%
this year and trading at the highest
level since summer 2012. Grocery
prices are in turn at seven-year highs.
Meanwhile, the price of an existing
home surged 17% in March from a
year ago—the fastest pace on record.
The official inflation numbers fa-
vored by policy makers, and thus the
focus of traders and investors, don’t
exactly capture those stark price in-
creases. The Federal Reserve and
many economists emphasize core in-
flation, or indexes that exclude food
(and energy) prices, because those
components can be volatile. As for
housing, government economists con-
sider homes an asset, not a good or
service that is consumed, and so home
prices don’t directly figure into care-
fully watched inflation gauges.
Ignoring such price changes when
they are moving persistently and sig-
nificantly leaves a major blind spot,
setting up a disconnect between what
official stats say and what people and
businesses feel. Consider that food
and housing together represent 27%
and 33% of household income and
spending, respectively, Labor Depart-
ment data show. The problem worth
contemplating is that those real-world
prices shape the inflation expectations
that wind up determining actual infla-
tion. Here, perception becomes reality.
Francesco D’Acunto, a professor at
Boston College, has found that infla-
BARRON’S
tion expectations are shaped by the
price changes consumers face specifi-
cally while grocery shopping. Grocery
price inflation is at this point running
about 3%, meaning consumers believe
inflation is running about double the
reported core consumer-price-index
rate, he says. The average person prob-
ably doesn’t consider supply-chain
By Lisa Beilfuss issues that have helped push the price
of pork chops 9% higher, and
D’Acunto’s research shows it takes six
to 12 months before inflation expecta-
tions change dramatically. Given food
increases to date, that point is two to
three months out, he says.
“What matters is what households
think,” says D’Acunto. Excluding the
very items to which consumers are
most exposed means policy makers may
“find themselves basing policy on as-
sumptions that are totally off,” he says.
Whereas food prices are simply
stripped from core inflation metrics,
housing’s treatment is trickier. It’s
shelter people consume, the logic goes,
and so government economists use
what’s known as owners’ equivalent
rent—how much a homeowners say
Up... And Up
A broad index of agricultural commodities is up 15% The price of existing homes surged 17% in March
this year, near the highest level since 2012. from a year ago, the fastest pace on record.
CRB FOOD Index, April 2011 to present Housing Prices, Year Over Year Change
600 20%
500 10
400 0
300 -10
200 -20
’15 ’20 ’05
Sources: Bleakley Advisory Group; Bloomberg; National Association of Realtors
Food and housing together represent 27% and
33% of household income and spending,
respectively, Labor Department data show.
they would have to pay in rent—to
calculate inflation gauges’ monthly
housing component.
While it may seem odd to watch
home prices explode month after
month as the official shelter compo-
nent runs below 2%, what makes
housing’s treatment more contentious
is how heavily shelter is weighted in
inflation baskets. The largest compo-
nent by far, shelter comprises 40% of
the core CPI. That begs criticism that,
at least during this housing boom,
housing’s treatment introduces a
downward bias to the CPI.
No method is perfect and any one
method will have its detractors. Even
setting aside methodology complaints,
though, there are red flags in the shel-
ter numbers we do have.
Citigroup economist Veronica
Clark says the most important ele-
ment of March’s hot CPI report was
another solid increase in owners’
equivalent rent, or OER, that has
come about five months before she
anticipated. Housing prices tend to
lead rents, Clark says, meaning that
while double-digit home price gains
don’t directly show up in the CPI or
the personal consumption expendi-
ture index, or PCE, they do pull up
the price of shelter with a lag time of
about one year. Given that home
prices started to balloon at the begin-
ning of the pandemic, “we’re getting to
that period where we should start to
see upward pull show up for rents,”
’10 ’15 ’20
33
says Clark.
What makes the OER signal worth
heeding is the idea that shelter is indic-
ative of the underlying pace of inflation.
Shelter prices aren’t volatile and a cou-
ple months of creep usually portend a
longer stretch of increases, Clark says.
“Shelter really wouldn’t be considered
transitory,” she says, as it is more
driven by economic fundamentals.
Strengthening OER and a coming
knock-on rise in rents is at odds with
the notion that rising inflation is tem-
porary, the result of easy year-over-
year comparisons and fleeting bursts in
areas hardest hit by the pandemic. “For
the next few months they’ll be dismis-
sive,” Clark says of Fed officials’ take
on higher inflation readings. But a
firmer shelter price component in the
second half of the year will reveal more
persistent upside to inflation, she says,
challenging the current policy stance.
A report during the week from Re-
altor.com, which showed rent prices in
March rose for the first time since last
summer, suggests higher home prices
may already be affecting rents. All of
this isn’t to mention the potential im-
pact on inflation expectations; you
don’t need to be an active buyer or
seller to notice soaring home prices.
Looking beyond current red flags,
there are plenty of reasons to believe
inflation will strengthen over the next
few years, including massive fiscal
stimulus, pent-up demand, and limited
labor supply, says David Kelly, chief
global strategist at JPMorgan Funds.
Because such an environment poses a
threat to both bonds and stocks while
also eroding the inflation-adjusted
value of cash, Kelly says investors
should consider some extra exposure to
commodities through funds that invest
broadly across the commodity sector.
While commodities tend to match infla-
tion over the longer term, he says, they
outperform during periods of high in-
flation. So too does real estate.
For investors, rising food and home
prices are a double-edged sword.
Aside from helping predict the path
and pace of inflation and interest
rates, they are at once the reasons
investors should seek more inflation
protection and the very places such
protection can be found. B
34 BARRON’S April 26, 2021

Q&A An Interview With Bill Miller

Founder, Miller Value Partners

RoaringBack
With Bitcoin
And Amazon
By WILLIAM GREEN

I
t has been quite a ride for Bill Miller. When he
joined Legg Mason four decades ago, he says,
“my net worth was negative, and I was making
$39,000 a year.” The former philosophy student
and military intelligence officer rose inexorably
from obscurity to stardom, famously beating the
S&P 500 index for 15 years running as manager
of Legg Mason Value Trust. And then it all fell apart.
During the 2008-09 global financial crisis, Miller
made a disastrous contrarian bet on toxic stocks like
Bear Stearns and AIG. Value Trust lost 55% in 2008,
and his assets under management fell from about $77
billion to about $20 billion. Many wrote him off, but
Miller has proved them spectacularly wrong.
At his own firm, Miller Value Partners, he is generat-
ing dazzling returns once again. As of March 31, the
Miller Opportunity Trust (ticker: LMNOX) ranked in
the top 1% of Morningstar’s Mid-Cap Blend category over
one, three, five, and 10 years. From the Covid-induced
market low of March 23, 2020, through March 31, 2021,
the fund returned 201.7%, versus 78.5% for the S&P 500.
But those numbers don’t capture the full extent of
Miller’s rise from the ashes. In my new book, Richer,
Wiser, Happier: How the World’s Greatest Investors Win in
Markets and Life, Miller reveals that he supercharged his
personal bet on Amazon.com (AMZN) during the finan-
cial crisis, loading up on call options as the stock plunged.
As a result, he thinks he’s now the single largest indi-
vidual shareholder of Amazon “whose last name isn’t
Bezos”—other than MacKenzie Scott, who dropped the
name after her divorce from company founder Jeff Bezos.
In 2020, Miller told me that Amazon had ballooned to
83% of his personal portfolio. Last week, in an interview
for Barron’s, Miller, who has owned Amazon for more
than two decades, said his investment in Bitcoin has pro-
duced such a windfall that it’s now worth even more than

Illustration by KEVIN McGIVERN

 April 26, 2021
What will make people change their
mind about Bitcoin? When everybody
else adds it to their portfolios.
his Amazon stake: “I started buying
around $200 to $300 per Bitcoin, and
my average cost is around $500.” The
price of Bitcoin is now about $53,000.
Miller’s bets on Amazon and Bit-
coin have had a startling impact on his
fortune. When asked if it’s fair to say
he’s now a billionaire, he replied, “Yes,
that’s fair.” An edited version of our
conversation follows.
Barron’s: How does the investment
environment look right now?
Bill Miller: People often say there’s lots
of uncertainty, but when was there ever
certainty in the markets, the economy,
or the future? I’m just trying to under-
stand the present. The novelist V.S.
Naipaul said, “I believe that the present,
accurately seized, foretells the future.”
So what’s going on now? The economy
is accelerating. Inflation isn’t a problem.
The Fed is going to keep interest rates
pegged at zero for the indefinite future.
There’s some concern, rightly, about
valuations in various spots of the mar-
ket. But earnings are going to grow
rapidly this year and next, if things
don’t change. I believe the 40-year bond
bull market ended on March 23 of last
year, and we’re in a bear market for
bonds. But we can still find lots of
stocks that are not just attractive, but
also very cheap, and we don’t have to
play in ones that are superexpensive.
Where do the risks lie?
There’s probably at least a 50/50
chance that things go right. But the
risk of inflation is higher than it’s been
in a long time—and the money supply
ballooning at a 25% rate certainly has
to go somewhere, and it will go partly
into real economic prices. There’s a
move afoot to get a higher minimum
wage, which is all to the good. That
could lead to profit margins being
under some pressure in the next year
or two. Corporate taxes going back to
28% is hardly a problem; that’s not
going to stifle any activity. So I think
the path of least resistance for the
Courtesy of Miller Value
stock market is still higher.
The thing I’m more worried about
than anything else is that it gets too
high. If there’s a runaway market, it’s
going to be tougher. If we have a 5% or
10% correction—or more—because of
BARRON’S
“I still think Amazon is a double in three years,
so why would I sell?” BILL MILLER
some external event, that’s good.
Prices will be more attractive.
Have you sold any of your personal
stake in Amazon?
No. I still think Amazon is a double in
three years, so why would I sell? First
of all, it’s not expensive. It’s trading
right in the middle of its historical
range, based on price to gross profits
and enterprise value to Ebitda [earn-
ings before interest, taxes, depreciation,
and amortization]. But the digitization
of the world accelerated in 2020, and
Amazon’s revenue growth almost dou-
bled. Right now, if Amazon Web Ser-
vices were a separate, publicly traded
company, it would be worth $500 bil-
lion, and Amazon’s got a $1.6 trillion
market cap. In a couple of years, the
advertising business could be worth at
least $500 billion, and AWS could be
$1 trillion. That’s almost Amazon’s total
market cap. So, the retail business is
free. Then they’ve got a big business-
to-business operation that’s worth $25
billion, up from almost nothing five
years ago. And that’s profitable; like-
wise, the private-label business.
You’ve also got the optionality of the
fulfillment business: They’re building
airplanes and have ordered 100,000
electric delivery vans. So, they’ll have
a network that’s at least as extensive as
FedEx [FDX] and UPS [UPS]. Ama-
zon is building capacity because they
A Finite want to be able to handle all of their
own volume. But then they’re going to
Resource build excess capacity, which they can
“It’s Economics sell. Obviously, their economics will
101. The supply become very different for their internal
[of Bitcoin] grew stuff, because all of that cost will be
2.5% last year; spread over a much wider base. And
it’s growing 2% that business isn’t even in the price yet.
this year. And is
demand growing How much would you invest now if
faster or slower you were buying Amazon for the
than 2%?” first time?
I’d probably put 20% or 30% of my
18.5 net worth in it. There’s very little risk.
If the antitrust laws change and the
Million mood of the country changes and they
go after Amazon and split it up, great!
Number of Then it’s worth a lot more.
Bitcoins mined
and circulating, You’ve made a killing on Bitcoin.
leaving only 2.5 What’s the rationale for owning it?
million to go Bitcoin is a decentralized, permission-
less, peer-to-peer network of comput-
ers that’s permanent and unhackable.
When you buy a Bitcoin, you’re buying
a slot on that database, and almost all of
those slots have been allocated. There’s
only going to be 21 million Bitcoins in
the world, and 18.5 million have already
been mined and circulated. So we’ve
got 2.5 million to go. It’s Economics 101.
The supply grew 2.5% last year; it’s
growing 2% this year. Is demand grow-
ing faster or slower than 2%?
Well, Morgan Stanley is going to
make Bitcoin available to their clients.
Goldman Sachs is going to make it
available to their clients. Every big
bank will do so. There’s Bitcoin
exchange-traded funds in Canada and
Brazil, and about five of them have filed
in the U.S. There’s an estimated 47
million millionaires in the world; if
each of them wanted to own one Bit-
coin, they couldn’t—there are only 21
million of them. And how many hun-
dreds of billions of dollars of cash is
sitting on company balance sheets?
MicroStrategy [MSTR] famously put
all of its cash in Bitcoin. Tesla [TSLA]
put cash in Bitcoin. But the adoption
rounds to zero. It’s that asymmetry
between supply and demand that is
leading to what’s going on.
Does the world need Bitcoin?
In my view, Bitcoin is the solution to
a problem that’s bedeviled economies
since there were economies, which is
government monopoly over the money
supply and the banking systems, lead-
ing to serial defaults, confiscation with
nationalization, inflation, and 25%
money growth even in the U.S. Bitcoin
protects you from all of those things.
How do you value Bitcoin?
Many of the larger owners of Bitcoin
say the best way to think about it is as
digital gold. Gold is analog, Bitcoin is
digital. It’s far superior to gold as a store
of value, not just because it’s gone up
200% a year for 10 years, but because
you can’t flee your country with mil-
lions of dollars worth of gold, as it’s
bulky and hard to divide, whereas you
can send Bitcoin anywhere in a fraction
of a second at very low cost, and it’s
almost infinitely divisible. The best
estimates I’ve seen are that there’s
35
On a sum-of-the-parts basis, you can
easily come up with 50% more than
General Motors’ current price.
about $10 trillion of gold value in the
world, some in jewelry, some in central
banks, some in things like ETFs. Bit-
coin’s market cap is around $1.1 trillion.
I’m highly confident that Bitcoin can go
up 10 times under certain reasonably
assumed conditions—namely, it can be
as valuable as gold.
Just because something’s been
around for thousands of years doesn’t
mean it can’t be superseded by some-
thing else. We used to ride horses, and
then we got cars. What will make peo-
ple change their mind about Bitcoin?
When everybody else adds it to their
portfolios. They’ll love it at $500,000.
That’s just the way stuff is. You go
back to Amazon. They hated it all the
way up—until, finally, it reached some
level of institutionalization, smart
people owning it, and Warren Buffett
saying that Bezos is a business genius.
Is there an undervalued stock that
you like?
I like General Motors [GM]. It used
to be part of the problem, and now it’s
part of the solution. It was a massive
polluter and couldn’t solve its own
problems. Now, that’s reversed. You’re
at the cusp of the conversion of all its
new cars from the internal combustion
engine to electrical vehicles. But GM’s
valuation has not reversed. On a sum-
of-the-parts basis, you can easily come
up with 50% more than the current
price, and you can pretty easily come
up with 100% more. They’re at eight
times next year’s earnings in a market
that’s 20 or so times earnings. GM is
certainly not expensive, given the op-
tionality. And people are excited about
anything that combats climate change.
There’s a massive opportunity be-
cause the auto industry is being com-
pletely revamped. The market acts like
Tesla is going to hoover up all the prof-
its. But they’re all coming out with elec-
tric vehicles and accelerating research
and development, and they’ve got
global distribution. It’s going to be
hard for Tesla to maintain a differenti-
ated platform. I recently saw the new
Cadillac and, darn, that’s a good look-
ing vehicle. It’s going to be lightning
fast, and it’s changing the image of GM.
Thanks, Bill. B
April 26, 2021 BARRON’S 37

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38
100 YEARS OF BARRON’S
The Nifty Fifty Were the
FAANGs of Their Day
By KENNETH G. PRINGLE
S
omething was bubbling in mutual
funds. Funds “specializing in growth
and scientific stocks hit the jackpot in
the closing weeks of September,” Bar-
ron’s wrote on Nov. 1, 1965. Turning up
regularly among the funds’ biggest
holdings were names like IBM, Xerox,
Eli Lilly, General Electric, and Gillette.
A few months later, funds that had “packed
their portfolios” with “glamour stocks” were enjoy-
ing “a sparkling market performance,” we wrote.
Led by companies like Johnson & Johnson, East-
man Kodak, 3M, IT&T, Polaroid, Revlon, and
Sears, the funds “have been outpacing the Dow
Jones Averages by the widest margins in years.”
Welcome to the Nifty Fifty, the 1960s-70s ver-
sion of today’s FAANGs—Facebook, Apple,
Amazon.com, Netflix, and Google parent Al-
phabet. It was a group of well-known stocks that
everybody loved despite wildly high valuations
that had little basis in market fundamentals.
Some observers, such as Barron’s columnist
Alan Abelson, thought such irrational investing
would lead to a fall, and it did. The 1973-74 reces-
sion, accompanied by a bear market, would be the
longest since 1930, later to be topped by the Great
Recession caused by the bursting of the housing-
market bubble, also preceded by the dramatic rise
of a few corporate giants.
Will things end any differently this time?
The Nifty Fifty was an informal designation
for a group of blue-chip stocks that seemed so
solid they gave rise to the popular idea of buy-
and-hold investing. Their high price/earnings
ratios—often over 50—became selling points,
seals of market approval.
Abelson had his doubts. In 1968, he called Xe-
rox “a first-class outfit by any measure,” and cited
its strong quarterly earnings. But, he wondered,
“does a 15% growth rate warrant a 50-plus P/E?”
The Nifty Fifty was still flying in May 1972
when Abelson estimated that the Dow Jones In-
dustrials as a group had a P/E of 15. That was
BARRON’S
On This Week
April 27, 1987: Bull market has “more good years,”
Barron’s says six months before Black Monday.
dwarfed by those of “growth issues”
such as Eastman Kodak, 42 times
earnings; Burroughs, 42; Avon, 60;
Xerox, 53; Kresge (later renamed
Kmart), 40; Coca-Cola, 42; and Po-
laroid, 90.
Things would turn quickly. By
November of 1972, Barron’s reported
that net mutual-fund redemptions
would top $1 billion for the year. The
bear market officially began in Janu-
ary 1973, and the Nifty Fifty didn’t
escape the pain. T. Rowe Price’s
Growth Stock fund would drop 50%
in two years.
In July 1974, after a particularly bad
week in the market, Lawrence A. Ar-
mour, writing the The Trader column,
observed that “even greater damage
was inflicted over in the glamour cate-
gory, where the old Nifty Fifty—now
known as the Dirty Thirty—took an-
other beating.” Kodak, Honeywell,
IBM, and Texas Instruments were
among those that got clobbered.
By the end of the decade, “ ‘Nifty
Fifty’ was a byword of ridicule, a
reminder of Wall Street’s follies,”
Barron’s wrote. “A bear market and a
decade of inflation had crushed the
premium price/earnings multiples.”
Or had it?
In March 1999, our Andrew Bary
pondered “the phenomenal ascent” of
stocks like Microsoft, Cisco Sys-
tems, Dell Computer, Pfizer, and
Wal-Mart. “Not since the fabled Nifty
Fifty market of the early 1970s has a
favored group of stocks came close to
reaching the heights now occupied by
the current leaders,” Bary wrote. The
April 26, 2021
April 29, 1968: Fed says U.S. in
“worst financial crisis since
1931”; IBM hits all-time high.
Clockwise from left: A model at a table of
Revlon nail polish in 1962; Quality checking
stoves at a GE plant in 1960; TV anchor
Howard K. Smith reporting from IBM head-
quarters on the night of the 1960 election.
clockwise from top: Bettmann Archive/Getty Images, Paul Walters Worldwide Photography Ltd./Heritage Images/Getty Images, CBS/Getty Images
dot-com bubble soon burst.
Now, those heights are occupied
by the FAANGs. Are things really
different this time? Maybe. In Octo-
ber 2018, Al Root wrote that tech
stocks in 2000 traded at a 200%
premium to the market, while the
FAANG premium was just 30%.
And though growth stocks have
been getting “crushed” this year, as
Barron’s wrote on April 7, “more-ma-
ture growth companies” such as Ap-
ple, Facebook, and Alphabet con-
tinue to flourish.
As for the Nifty Fifty, the news
isn’t all bad. Many of those big-name
companies continue to survive and
thrive. And a study by Jeremy Siegel
showed, according to Barron’s in
1999, that “an investor paying top
dollar for the Nifty Fifty in late 1972
would have earned nearly the same
returns over the next 25 years as
someone holding the S&P 500.”
Not much of a return for “growth
issues,” to be sure, and a cautionary
note for those buying and holding
the FAANGs. B
April 26, 2021
MAILBAG
Send letters to Mail@Barrons.com. To be considered for
publication, correspondence must bear the writer’s name,
address, and phone number. Letters are subject to editing.
The Sum
Of Disney’s
Many Parts
To the Editor:
Walt Disney’s business lines and properties are far more
interrelated than many observers assume (“Disney’s New
World,” Cover Story, April 16). The components stimulate
one another, and the raw numbers are stunning. My ex-
perience as a former central Florida resident watching the
hordes pour through the area and the interaction with
young children delivers a high-impact conclusion. If a
family visits the parks, its members will become video
subscribers if they’re not already on board, and those
subscriptions will be long-running. If the household is
already subscribing, a trip to the park, possibly a repeat
trip, is highly probable. Wall Street analysts and media
people cite symbiosis regularly in discussions, although
the presence of such is usually dubious. At Walt Disney,
it is the corporate cardiopulmonary system.
Larry Kase
On Barrons.com
To the Editor:
I love Walt Disney, but sold the stock at $200 and moved
on. I’ll reconsider when the inevitable market dislocation
BARRON’S
occurs. There’s too much uncertainty
at these prices for me to hold what
might appear to be dead money beyond
$200, and with a serious downside
risk should investors panic over higher
rates, Covid-19 variants that continue
to emerge at a faster pace than vaccines
can control, and increased competition
from everyone and their brother who
are now streaming.
Peter Brooks
On Barrons.com
No Regulation Needed?
To the Editor:
It’s a popular opinion that the free
market will lead corporations to disre-
gard the social and environmental
well-being of society. People like to
recall Milton Friedman’s famous quote
about corporate responsibility and
argue that the government must step
in to ensure that corporate responsi-
bility includes more than just profits.
The article “Proxy Season 2021 Looks
Unusually Active, as Investors Press a
Range of Concerns” (April 16) shows
that the opposite is occurring in to-
day’s market. Shareholders are de-
manding that companies address hot-
topic concerns in shareholder
resolutions, and ESG [environmental,
social, and corporate governance] in-
vesting has grown to become a leading
strategy in stock-picking. In today’s
market, addressing social and envi-
ronmental issues has been a way to
secure future revenue and avoid nega-
tive reactions from consumers. The
free market is addressing social, envi-
ronmental, and racial issues, indepen-
dent of government regulation.
Demetrius Pyo
Pittsburgh
O’Reilly’s Road
To the Editor:
Good article last week describing
O’Reilly Automotive’s rocky road in
2020 (“Barron’s Stock Pick: Buy
O’Reilly Stock Because Americans
Are Driving Again”). However, 2020
wasn’t all that rocky for O’Reilly: Sales
for the year were up a solid 14%.
O’Reilly’s accounts payable exceed
inventories, so inventories on net are
negative, and this really helps drive
the company’s eye-popping return on
invested capital, which has been ex-
ceeding 40% of late. Shareholders are
truly blessed to own this company, yet
only supply about 1% of the funds
used in the business. Vendors, credi-
tors, and landlords put up almost all
of the money for O’Reilly, enabling
the company to use most of its operat-
ing cash flow to reduce the share
count, and keep earnings per share
growing much faster than raw earn-
ings. O’Reilly is a fabulous specialty
retailer and financial juggernaut.
John R. Rich
Oppenheimer & Co.
Greensboro, N.C.
Detecting Cancer
To the Editor:
Bill Alpert’s engaging story, “Blood
Tests That Can Detect Cancer Are
Nearly Here. If You Want One, You’ll
Have to Pay Up” (April 8), chronicles
the innovations that have made it pos-
sible to screen for multiple cancers in
asymptomatic patients through a sim-
ple blood draw. Illumina is proud of
the contributions we’ve made to this
growing field and, as the story notes,
hopes to “bend the cancer mortality
curve” by screening for and identify-
ing cancer early, when it is more suc-
cessfully treated, saving lives.
The early cancer screening field is
at an early stage of development with
numerous innovations occurring, en-
abled by large amounts of capital be-
ing invested. A variety of approaches
are being explored for blood-based
screening through measurements of
one or more biological markers. Can-
didate markers include proteins, exo-
“At Walt Disney, [symbiosis] is the
corporate cardiopulmonary system.”
Larry Kase, on Barrons.com
39
The Readback, a podcast taking you
inside the latest stories, is available
wherever you listen to podcasts.
somes, metabolites, RNA gene expres-
sion, epigenetic changes such as
methylation, and many types of altera-
tions in DNA, such as mutations,
chromosomal changes, and patterns of
DNA fragmentation. While some of
these markers can be measured using
next-generation sequencing, or NGS,
technology, many companies choose to
develop their screening tests using a
range of other technologies, such as
PCR and array-based technologies.
We know from history that there is
no way to predict which of these tech-
nologies ultimately will prove to be
the best solution, and it is likely that
many of them will coexist and serve
complementary roles.
Of course, Illumina and Grail hope
to play a leading role in helping to
diagnose cancer early and saving
countless lives. In the near term, Illu-
mina believes that it can help acceler-
ate Grail’s ability to offer its test at a
wide scale, including by helping se-
cure broad reimbursement and regu-
latory approvals for its early cancer
screening test, Galleri. At the same
time, Illumina remains committed to
continuing to enable its NGS custom-
ers to develop and commercialize
early cancer screening tests, including
by continuing to drive down the cost
of sequencing.
Dr. Alex Aravanis
Illumina
San Diego
CORRECTIONS & AMPLIFICATIONS
ChargePoint Holdings projects about
$200 million in sales for fiscal-year
2022, growing to about $1.4 billion by
fiscal-year 2026. The April 16 Trader
column item “4 Electric-Vehicle
Charging Stocks at Fire-Sale Prices,”
referenced fiscal-year 2021 sales of about
$135 million, although fiscal-year 2022 is
more comparable to calendar-year 2021.
40 BARRON’S April 26, 2021

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active management.

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Stewardship

With teams of experienced investment professionals and a track record of more than 65
years, Federated Hermes provides solutions across a wide range of investment classes and
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MARKET WEEK
April 19 through April 23, 2021

Euro Trader P. M4 Power Play P. M7

Emerging Markets P. M4 Charting the Market P. M9
Striking Price P. M5 Winners & Losers P. M10
Commodities P. M6 Research Reports P. M11
Inside Scoop P. M7 Market View P. M12
13D Filings P. M7 Statistics P. M13

MARKET PERFORMANCE DASHBOARD

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

34,043.49
52-wk: +43.19% YTD: +11.23% Wkly: -0.46%
4180.17
52-wk: +47.36% YTD: +11.29% Wkly: -0.13%
14,016.81
52-wk: +62.33% YTD: +8.76% Wkly: -0.25%
2271.86
52-wk: +84.25% YTD: +15.04% Wkly: +0.41%

2%
Reversal of Fortune
Small-Cap Pop
Stocks’ 2021 rally paused to start the
The Russell 2000 index jumped 2.4% on
week, with broad declines on Monday 1
Wednesday—a good day for economic-
and Tuesday even as strong earnings
reopening-sensitive stocks and sectors.
results continued.
0

Tax Bite
Stocks dropped on Thursday
afternoon on news of a stiff
potential capital-gains tax
increase for wealthy
Americans.
Interrupted -1
The S&P 500 and Dow Jones
Industrial Average rose on
Friday but still ended the week -2
with losses. Both indexes
broke four-week winning
streaks.
-3

-4
Monday Tuesday Wednesday Thursday Friday
Source: Barron’s Statistics

W
hen every- on Wall Street and beyond. “When you’ve had a run like we’ve had,

THE TRADER thing is go-

ing swim-
mingly, even
And yet when news “broke” that the
Biden administration was considering
raising the top capital-gains tax rate on
it’s hard to get upset about a pause.”
It’s not just known bad news that’s
causing stocks to fall—it’s known good
a little bad millionaires to 39.6%, the stock market news as well. It has been a solid earn-
news can go suddenly declined, with the S&P 500 ings season so far, with 85% of compa-
a long way. dropping 1.3% from its high of the day nies that have reported topping ana-

Even Good This past week the stock market got

swung about by information everyone
to its low in less than one hour.
The damage was transitory—the
lyst estimates, far higher than the
long-term average of 65% and even the

News Is knew was coming.

President Joe Biden made no secret
of his plan to raise capital-gains taxes
By Ben Levisohn
Bad News on the very wealthy. It was a cam-
paign pledge, one that got enough at-
For This tention for Goldman Sachs to release a
note looking at the historical impact of
Market previous increases on the stock mar-
ket. (The answer: not very much.)
Since then the possibility has been
discussed, debated, and written about
S&P 500 closed the week off 0.1%, to
4180.17, while the Dow Jones Industrial
Average fell 157.18 points, or 0.5%, to
four-quarter average of 76%, accord-
ing to historical earnings data from
Refinitiv.
34,043.49, and the Nasdaq Composite
declined 0.3%, to 14,016.81. But it does
But as we’ve seen recently, just beat-
ing forecasts isn’t enough. Only about
indicate that the market might be a
little sensitive to small changes.
half of the companies reporting earn-
ings beats through Wednesday saw
“It was no surprise at all, but it still
caused a reaction,” says Dave Don-
their stocks move higher afterward,
according to Wells Fargo Securities
abedian, chief investment officer at data. And some big, well-known com-
CIBC Private Wealth Management. panies suffered sizable drops following
M2 BARRON’S April 26, 2021

beats, including Netflix (ticker: NFLX),
which tumbled 7.4% after reporting on
Tuesday, and Intel (INTC), which dropped
5.3% this past Friday.
Don’t be surprised if earnings—or at least
the expectations around earnings—become
a bigger problem for the stock market.
Earnings are expected to grow by 43% dur-
ing the second quarter, 55% during the
third, and 75% during the fourth, according
to Ned Davis, senior investment strategist at
Ned Davis Research. But the stock market
has gained just 2.4% a year when expecta-
tions for profit growth have been 20% or
higher. “By the time really good…or
bad…earnings are reported…the good or bad
news has been largely priced in,” he writes.
If even this has the ability to knock stocks
down, what about a real surprise? No one
expects one from the Federal Reserve when
it releases its monetary policy statement this
Customize coming Wednesday, and Chairman Jerome
Powell will likely stick to the story that infla-
tion is transitory and he won’t have to cut
good—with real gross domestic product
growing at an annualized 5.6% clip. The
real number is likely to be even higher, with
the Atlanta Fed’s GDPNow tool forecasting
an 8.3% rise based on incoming data.
Such strength brings concerns about
peaking growth. Just two weeks ago in this
space, we highlighted the surge in the Insti-
tute for Supply Management’s manufactur-
ing survey, which hit 64.7 in March. It was a
great number, but also one that will have a
hard time going higher. If the ISM really is
peaking, it could set the stock market up for
a short, but painful, decline, warns Deutsche
Bank’s Binky Chadha.
Now Goldman Sachs strategist Ben
Snider has a similar warning. He notes that
the S&P 500 typically has returned 0.6% a
month when growth was positive but slow-
ing, half the monthly gain of 1.2% when it
was positive and accelerating. And buying
the market when the ISM is above 60—a
level that usually coincides with peak
growth—has led to a 1% decline during the

Your Trading interest rates for a long, long time.

Still, that’s going to get harder. Economic
data continue to get better—jobless claims
With Our Robust Trading APIs fell to another postpandemic low in the most
recent report—and the Fed will have to show
Build your own applications or automate that it recognizes that growth, while still
having a reason to take things slow. The fact
your trading that the Bank of Canada said it would buy
fewer bonds and Russia raised interest rates
Integrate trading into your existing will only make that harder. “The Fed won’t
applications and front ends change monetary policy at next week’s meet-
ing, but with the economy reopening, jobs
Develop applications in C++, C#, Java, returning, activity booming, and inflation
Python, ActiveX, RTD or DDE climbing, a sense of anticipation is starting
to build,” writes James Knightley, ING’s
chief international economist.
Access stocks, options, futures, currencies, Let’s hope it doesn’t turn to trepidation.
bonds and funds across 135 markets in
33 countries Is Growth Peaking? What to Do Now.
On Thursday, the Bureau of Economic
Analysis will release data showing how
strong the U.S. economy was during the
first quarter. It’s expected to be good—very
month immediately following the peak and
a gain of just 3% over the next 12 months.
“[Equities] often struggle in the short term
when a strong rate of economic growth first
begins to slow,” Snider writes.
Not everyone agrees with that assess-
ment. The market’s big worry, at the mo-
ment, is over when the Fed will raise inter-
est rates. So a deceleration in the ISM,
particularly in the prices-paid component,
could be met with relief because it would
mean the Fed wouldn’t have to raise rates to
cool an overheating economy, says CIBC’s
Donabedian. “This environment is some-
what unique,” he says.
Still, if the U.S. is starting to decelerate,
Europe, Japan, and emerging markets are
likely to accelerate, particularly as they
start to get Covid-19 under control. That
means investors should consider buying
economically sensitive stocks with interna-
tional exposure. Goldman’s picks include
gold miner Newmont (NEM), auto-parts

Vital Signs
Friday's Week's Week's
Close Change % Chg. Last Week Week Earlier
ibkr.com/apitrades DJ Industrials
DJ Transportation
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15133.43
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NYSE Advances
Declines
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DJ Utilities 918.26 -5.45 -0.59 Unchanged 102 60
DJ 65 Stocks 11429.60 +5.25 +0.05 New Highs 646 721
DJ US Market 1055.03 -0.50 -0.05 New Lows 114 60
NYSE Comp. 16206.00 +19.71 +0.12 Av Daily Vol (mil) 3,991.7 3,939.9
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Interactive Brokers Rated #1 ... Again S&P 500 4180.17 -5.30 -0.13 T-Bond (CBT nearby futures) 158-090 158-000
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April 26, 2021
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Health Care
Telecommunications
Financials
Industrials
Basic Materials
–0.51
–0.64
–0.93
–1.23
–1.62
* For breakdown see page M36.
maker BorgWarner (BWA), lithium pro-
vider Albemarle (ALB), and a basket of
European stocks, including Ryanair Hold-
ings (RYA.Ireland), Restaurant Group
(RTN.UK), and H&M Hennes & Mauritz
(HM.B.Sweden).
A little diversification never hurts.
REITs Stage a Comeback
If the reopening trade is dead, the real es-
tate sector, which finally closed above pre-
Covid levels this past week, didn’t get the
message. Further gains could be ahead.
Few stocks were hit as hard as real estate
investment trusts. Normally a fairly defen-
sive sector, the group, which owns malls,
office buildings, nursing homes, and other
properties that no one wanted to go near at
the height of the pandemic, fell 5.3% in 2020,
even as the S&P 500 rose 18%. The release
of successful trial data from Pfizer’s vaccine
in November didn’t jump-start the group the
way it did other pandemic-stricken sectors.
Now REITs are making up for lost time.
The iShares U.S. Real Estate exchange-
traded fund (IYR) has gained 15% in 2021,
putting it among this year’s better-perform-
ing sectors as the reopening trade and in-
creased demand for in-person shopping
spur gains. Yet despite that run-up, the
sector still looks cheap and could even offer
some protection from rising inflation.
It isn’t that REITs are out of the woods
yet—a pickup in Covid cases that trigger
renewed lockdowns would almost certainly
send them into a swoon, while it remains
unclear how many people will want to re-
turn to the office or shop at the mall. But
those risks are growing smaller by the day,
and a lot of that bad news already is reflected
in the share price.
At 20.5 times 12-month forward earn-
ings, REITs don’t look particularly cheap.
But the iShares U.S. Real Estate ETF trades
at a 10% discount to the S&P 500’s 22.6
BARRON’S M3
1.66%
1.21
0.61
0.47
0.15
Technology
Consumer Goods
Utilities
REAL ESTATE SECTOR OF
Consumer Services
Oil & Gas
Source: S&P Dow Jones Indices
THE S&P 500 IN ONE ETF
times, much wider than the 3% discount at
the end of 2019. The sector also looks cheap Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
based on other metrics, including price/
cash flow, observes Canaccord Genuity’s
Martin Roberge. “Despite the strong rela- An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
tive price performance from January lows, prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
US REITs remain relatively cheap by his-
prospectus carefully before investing.
torical standards,” he writes. All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
REITs could also get a boost from rising
The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index.
inflation, Roberge explains, noting that
they outperform all other sectors during ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
periods when inflation is 2.5% or higher.
“Our understanding is that REITs can lock
in costs (i.e. interest rate on debt) while
enjoying rent increases as the economy/in-
flation recovers,” he writes.
They could also get support from de-
mand for real estate as a fixed-income re-
placement, according to Morgan Stanley’s
analysts. Interest is coming from private-
equity firms like Blackstone Group (BX),
Apollo Global Management (APO), Car-
lyle Group (CG), and KKR (KKR), which Manage Your Barron’s
could help put a floor under prices and
support the broader group. Account Online
Morgan Stanley listed Simon Property
Group (SPG) as a REIT with a “valuation
dislocation but multiple drivers of earnings Update your account details any time.
growth.” And it isn’t the only investment It’s quick and easy.
bank showing Simon the love. Jefferies ana-
lyst Linda Tsai upgraded Simon on April • Place delivery holds
16, citing not only improving business— • Change an address
mall traffic has been picking up—but also • Report an issue
the narrow range of the company’s guid-
• Update your payment information
ance for funds from operations of $9.50 to
$9.75, which signals that the company has • Reset your password and more
more confidence in its outlook.
Add in its cheap valuation—just 11.9 times
2021 FFO, well below its five-year average of
Explore now at customercenter.barrons.com
13.9 times—and Simon looks like a bargain.
Tsai raised her price target to $130, up 11%
from Friday’s close. With a 4.5% dividend
yield, that’s more than a 15% return.
That seems like a reopening bet worth © 2021 Dow Jones & Co., Inc. All rights reserved. 2E7838
making. B
M4
EU RO P EA N T RA DER
U.K. Chemicals Maker
May Have Right Formula
By Rupert Steiner
J C
ohnson Matthey, the world’s larg-
est maker of catalysts that filter
pollution from diesel engines, took
an earnings hit from Covid-19’s
impact on the automotive market.
While slumping demand was behind
the 90% fall in the half-year profit
through September, the metals refiner
and chemicals maker this month credited
a strong recovery in China’s auto market
for lifting its operating-profit range ahead
of annual earnings, set to be announced
in May.
Yet Johnson Matthey’s stock may be
undervalued because concerns over the
shrinking market for diesel cars has
blinded the market to the company’s
other growth opportunities.
The company manufactures products
that control oil and gas pollution, and
makes materials for cathodes used in
electric vehicles. Johnson Matthey has
announced an agreement with Finnish
Minerals Group to locate a second com-
mercial plant for sustainable battery-
materials production in Finland.
Shares of the London-listed company
(ticker: JMAT.UK) are up 16.8% since
January, to 32.13 pounds sterling ($44),
compared with a gain of about 4% at
BASF (BASF.Germany) and a 2.1% in-
crease at W.R. Grace (GRA).
The company, which has a market
value of £5.8 billion, fetches a low multi-
ple of 14.4 times this year’s expected
earnings and is valued at a 10% discount
to its peers. Andy Douglas, an analyst at
Jefferies, estimates shares could increase
to £41.
“The market is too skeptical about the
impact of the shift from internal combus-
tion to electric vehicles on Johnson Mat-
they’s catalysts business and underrates
its growing exposure to energy transition
materials, including batteries,” he wrote
in a note.
Bernstein analyst Gunther Zechmann,
BARRON’S
who has a £38 price target, says the com-
pany’s next leg of growth will come from
its business making fuel cells used in car
batteries, which isn’t reflected in the
share price. “We would pay 17.8x price to
earnings for the next 12 months on our
target price whereas the market is cur-
rently paying 14.9x,” he wrote.
In its update, Johnson Matthey says
adjusted operating profits are expected to
come in at the top end of the £405 million
to £502 million consensus. For the year
ended March 31, 2020, pretax profit was
£455 million, down from £523 million
from the prior year. Annual revenues
were £4.17 billion.
Chief Executive Officer Robert Mac-
Leod, in a statement to Barron’s, says the
company is “driving cash flow from more
established businesses to invest in our
suite of exciting sustainable technologies”
to enable decarbonization.
That includes products for the next
generation of zero-emission vehicles, in-
cluding high nickel cathode battery mate-
rials and hydrogen technologies, he says.
MacLeod launched a cost-cutting drive
in June to save £80 million in annual
costs for the next three years, while also
investing £400 million on climate change
and sustainable technology.
Johnson Matthey has sites in 30 coun-
tries and dates back more than 200 years
from a gold assaying business set up by
pioneering metallurgist Percival Norton
Johnson.
The company says its health division
is under strategic review as it aims to
focus resources on areas that maximize
shareholder value. The division produces
pharmaceutical ingredients including
opium alkaloids, an active ingredient in
some painkillers, and medications that
attack cancer cells and regulate heart-
beats. It has a pipeline of 31 drugs.
Johnson Matthey’s business has sur-
vived two centuries. The stock may now
be a modern sustainability play for inves-
tors.
EMERGIN G MA R K E TS
China Is Making Big Bet
On Its Digital Currency
By Craig Mellow
hina’s digital currency may
be an innovation on the world
stage. But it’s playing catch-up
at home.
Internet giants Alibaba Group Hold-
ing (ticker: BABA) and Tencent Hold-
ing (700.Hong Kong) already manage
payment systems that have effectively
become coin of the realm in urban China.
Tencent’s WeChat Pay boasts 900 million
monthly users, replacing cash even in
farmers markets, says Simon Hawkins,
co-chair of law firm Latham & Watkins’
cryptocurrency practice.
Regulating these vast flows is part
of the motivation behind the digital ren-
minbi. The government’s timing looks
ominous, as it cracks down on internet
companies for alleged monopolistic be-
havior. The public and private systems
seem fated to coexist, though. Investors
aren’t sweating the implications for Ali-
baba and Tencent, whose ways to earn
money are continually broadening.
“For now, the impact is not material,”
says Vivian Lin Thurston, portfolio man-
ager for China A-shares growth strategy
at William Blair. “These companies have
become diversified conglomerates.”
The government’s primary target isn’t
the 60% of Chinese transactions that
flow through private electronic systems,
says Yan Xiao, project lead on digital
trade at the World Economic Forum; it’s
the 40% still being conducted in cash.
These transactions are concentrated
in rural areas where the internet signal
is too weak to use Alipay or WeChat Pay,
or people don’t have the requisite bank
accounts. Financial inclusion dovetails
nicely here, from Beijing’s point of view,
with surveillance and control, as anony-
mous cash payments are corralled within
central bank databases.
A secondary goal is to make life easier
for foreigners visiting China, Hawkins
says. Most travelers’ visas won’t allow
April 26, 2021
them to open a private payment account,
which creates challenges as cash goes
nearly extinct in metropolitan centers. The
government has promised that visitors
to next year’s Winter Olympics will have
access to handy digital renminbi wallets.
The digital currency should open the
Alibaba/Tencent payments duopoly to
more competition, Yan Xiao says. Phone
companies and banks have a golden op-
portunity as the electronic footprint ex-
pands. Huawei Technologies, the telecom-
equipment power under attack from U.S.
sanctions, is already making a push into
payments.
More competition could shave off com-
missions on payments, which can reach
0.5%, adds Tracy Chen, a portfolio man-
ager for global structured credit at
Brandywine Global. No wonder e-com-
merce platforms like JD.com (JD) and
Meituan (3690.Hong Kong) are early digi-
tal renminbi adopters. Lost dominance in
payments could spell lost dominance in
the more valuable consumer data, Xiao
adds. “Payments themselves are not high
margin,” she says. “Companies use them
to market other financial services.”
Nonetheless, these higher-margin ser-
vices will keep mushrooming on the pri-
vate internet networks, Blair’s Thurston
predicts. “Chinese society needs the plat-
forms for lending, savings, wealth man-
agement, insurance,” she says. “They
can’t be replaced for those purposes.”
Despite some of the hype abroad, the
digital renminbi looks prudent and cau-
tious up close. It’s prudent because states
since the Middle Ages have reined in pri-
vate coinage. “It’s a good move,” Chen says.
“Fintech is very underregulated, and I’m
not sure customer data is well protected.”
It’s cautious because Beijing is including
commercial banks, rather than the central
bank directly providing digital wallets.
“Retaining bank intermediation makes this
quite traditional in many ways,” Hawkins
says. “It’s just a recognition that people are
living through digital channels.” B
April 26, 2021 BARRON’S M5

T H E ST RIKING PRI CE
Schwab stock is around $67, a support level that
suggests investors are debating if they should
take profits after a year-to-date return of 27%.

Charles Schwab Is Tailor- Equity Options

Made for Volatile Times CBOE VOLATILITY INDEX

VIX Close VIX Futures

55
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index

230
205
180
40
155
By Steven M. Sears CEO Walt Bettinger noted that client activ-
130
ity exceeded anything the company had

V
olatility creates opportunity. Wit- ever experienced. On some days, the bro- 105
25
ness this past week’s market de- kerage firm handled as many as 10 million 80
clines and bouncebacks, and all of trades and 15 million logins across its web- 55
the sharp swings in stocks in re- site and mobile platforms. M J J A S O N D J F M A 10 M J J A S O N D J F M A 30
sponse to first-quarter earnings reports. The market volatility even attracted Daily Values Source: CBOE Source: McMillan Analysis Corp.
Investors are now sifting through those more investors—rather than scaring them
earnings reports amid incredible crosscur- away. A Schwab survey found that 15% of SPX SKEW NDX SKEW
rents, ranging from the Covid-19 pandemic all current U.S. stock investors first began Implied volatility % Implied volatility %

to rising interest rates. Rather than trading trading in 2020. The firm calls these people 17% 16%
complex financial products, such as deriva- Gen I, or Generation Investor, which is 15
16
tives on the Cboe Volatility Index, or VIX, catchier than, and not as menacing as, call- 14
15
consider focusing on what could be called ing them Generation Volatility. 13
14
“Pavlovian volatility.” Yet Schwab stock has wobbled a bit since 12
Investors have become conditioned to the earnings report. It is hovering around a 13
11
view stock market weakness as an oppor- support level that suggests investors are 12
10
tunity to buy more stocks. The faith that debating whether they should take profits 11 9
stock prices will perpetually advance after after the stock’s phenomenal year-to-date 10 8
a plunge is so widespread that a special- return of 27%, more than double the S&P 9 7
M J J A S O N D J F M A M J J A S O N D J F M A
ized language has developed. 500 index’s return. Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
If stocks decline on Monday, Turn- Long-term investors with an appetite Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
around Tuesday is the curative. Should for volatility can consider leaning into the between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
market conditions get really scary, the Fed stock during the run-up to Schwab’s next
put will stabilize stock prices. earnings report, expected in mid-July. Week's Most Active
There are buy-the-dip videos on You- With the stock at $67, investors can get Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
Tube, and #BTFD, or buy the f____ing dip, the options market to pay them $4.20 to Martin Business Services MRLN 9405 1354 8051 184 0 51.1
is a popular Twitter hashtag. Bitcoin inves- sell the June $70 put and buy the June $75 Welbilt WBT 85478 63466 22012 1736 46 49.2
tors have a battle cry for volatility: HODL, call. The risk-reversal strategy—selling a Syndax Pharmaceuticals SNDX 5268 3983 1285 192 10 27.4
Haemonetics HAE 10052 6735 3317 640 96 15.7
which originated as a typo for “hold.” put and buying a call with a higher strike KT KT 13184 12998 186 1052 64 12.5
Indeed, it has paid to buy the dip for price but a similar expiration—positions Turquoise Hill Resources TRQ 74819 10232 64587 6156 9 12.2
years. Stocks have surged since rates were investors to buy shares at $70 and to profit Allscripts Healthcare MDRX 11489 10987 502 964 53 11.9

first lowered after the 9/11 terrorist attack, from gains above $75. If Schwab’s stock is Vesper Healtchase SPAC VSPR 16921 6929 9992 1820 29 9.3
Encompass Health EHC 17088 16905 183 2220 91 7.7
as they have after the 2007-09 financial at $80 at expiration, the call is worth $5. Kansas City Southern KSU 24037 8781 15256 3204 25 7.5
crisis, the Covid-19 panic, and all of the During the past 52 weeks, the stock has Transunion TRU 3435 3163 272 472 49 7.3
other crises of major and minor impact. ranged from $31.63 to $68.89. Herman Miller MLHR 6567 5160 1407 964 46 6.8
R. R. Donnelley & Sons RRD 18457 14288 4169 2780 32 6.6
Even if a day of reckoning arrives, online The trade’s key risk is that the stock
Rush Street Interactive RSI 51526 34825 16701 8116 20 6.3
brokerage firms, including Charles Schwab stays below $70 or sharply declines before Teradata TDC 35560 24665 10895 5736 93 6.2
(ticker: SCHW) and Interactive Brokers expiration, and never rallies above $75. Qualtrics Int'l XM 34903 26458 8445 5984 11 5.8
Group (IBKR), will probably benefit. The Should the stock falter, the Pavlovian vola- Dish Network DISH 160112 130358 29754 28176 35 5.7
Equifax EFX 4514 1615 2899 804 41 5.6
more volatile the market, the more trading tility effect should come to the rescue, but if
Intuitive Surgical ISRG 22743 17551 5192 4272 23 5.3
volumes increase. In some ways, the broker- it doesn’t, Schwab offers a way to profit Carlotz LOTZ 74274 71955 2319 15180 38 4.9
ages are simple volatility trades. from the rise of Gen I. B This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
Consider Schwab. In the first quarter, a 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
time of volatility and challenges, it thrived Steven M. Sears is the president and chief oper- 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
as investors reacted to the Covid-19 vaccine ating officer of Options Solutions, a specialized should be aware of these increased risks if trading in these names
rollouts, historic government aid programs, asset-management firm. Neither he nor the firm 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.
and sharp swings in stocks and rates. has a position in the options or underlying securi- Source: McMillan Analysis

In Schwab’s recent earnings release, ties mentioned in this column.

M6
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pandemic has severely impacted
their financial stability, and they
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good advice.
Supporting FFP is an easy way
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BARRON’S
COMMODITIES
Summer Travel Season
Means Demand for Oil
By Myra P. Saefong
O
il prices have climbed more
than 25% this year, as produc-
tion was restrained and a rise
in consumption is expected for
the summer travel season.
Risks to oil’s rally, however, include
snags in the Covid-19 vaccine rollout and
threats to the global economic recovery, a
potential return of oil from Iran, and in-
creases in the pace of crude output from
major producers.
The size of oil’s rise is somewhat of a
surprise, says Regina Mayor, global energy
leader at global accounting firm KPMG,
who was “not expecting this kind of surge
so early in the year.”
U.S. benchmark West Texas Intermedi-
ate crude futures have recovered to pre-
pandemic levels and then some, settling at
$61.43 on April 22, after suffering a drop
to a negative $37.63 a barrel roughly a
year ago.
Given production restraint by the Or-
ganization of the Petroleum Exporting
Countries and their allies, together known
as OPEC+, “price optimism has grown,”
Mayor says—though that may likely be
more of a “short-term bump in the current
environment of increased demand and
carefully managed supply.”
OPEC+ still has more than five million
barrels per day of spare capacity on the
sidelines, cautions Mayor.
“After the current planned increases,
that can quickly flood the market if they
see a resurgence of U.S. shale activity or
other supply threats.”
On April 1, OPEC+ said it would gradu-
ally lift daily oil production by 350,000
barrels in May, 350,000 barrels in June,
and 441,000 barrels in July.
It had been holding back around eight
million barrels a day of output, one million
of which represented Saudi Arabia’s volun-
tary cut. The Saudis also plan to ease their
voluntary cut over the three-month period.
The OPEC+ decision was “an effective
April 26, 2021
compromise that also sets up a methodical
approach to frequently monitor” the oil
market and adjust the pace of supply addi-
tions if required, says Adam Karpf, a man-
aging director at CIBC Private Wealth, U.S.
He doesn’t expect any “material sur-
prises” to emerge from the OPEC+ meeting
on April 28, “barring any shocks” that
would require an OPEC+ response. The
group will likely announce the continued
monitoring of the crude oil market and the
“right to have the flexibility to respond to
any material developments,” he says.
But offsetting the measured approach
by OPEC+ are ongoing nuclear deal talks
between Iran and world powers, which
have included indirect discussions with
the U.S. Tehran is looking to get the U.S. to
remove sanctions, allowing it to put more
oil in the market.
Karpf says it’s more of a question of
when, not if, a deal is reached. Iran has
lifted exports in 2021, and many analysts
forecast a further supply increase from
Iranian crude exports, he says.
This doesn’t dismiss the risk of an “im-
mediate price response to a deal with
Iran,” but Karpf suspects that OPEC+ is
already factoring in the assumption of a
ramp-up in Iran exports.
Meanwhile, the market is “equally, if not
more focused on” on demand, he says. The
International Energy Agency sees a de-
mand increase of 5.7 million barrels a day
to 96.7 million barrels a day this year.
Problems with the Covid vaccine rollout
could weigh on the recovery for the econ-
omy and oil demand, says Karpf. A sign of
a break in OPEC+ “cohesion,” and an ac-
celeration in U.S. drilling activities that
could threaten OPEC+ market share, could
put pressure on oil, he says.
For now, the market expects a gradual
climb in supply and increased demand
during the summer travel season, says
Mayor. She expects WTI and global bench-
mark Brent prices to stay in the $60s,
though Brent could cross $70 if OPEC+
continues to show restraint. B
April 26, 2021
I N S I DE SC OOP
Coinbase Global CEO Sold
A Large Block of Stock
BY ED LIN
T
he day that Coinbase
Global stock went public,
CEO Brian Armstrong sold
shares.
In a conventional initial
public offering, early inves-
tors and company execu-
tives and directors are barred from
selling stock for several months before
a so-called lockup period expires. But
Coinbase (ticker: COIN), a cryptocur-
rency exchange, went public on April
14 through a direct listing, in which
existing shareholders sell stock on the
open market.
Armstrong—Coinbase’s co-founder,
CEO, and chairman—sold 750,000
shares on April 14 for a total around
$292 million, a per-share average price
of $389.10. According to a form he
filed with the Securities and Exchange
Commission, Armstrong sold the
Activist Holdings
Delek US Holdings (DK)
Icahn Enterprises (IEP), on be-
half of Icahn-controlled CVR En-
ergy, reported that CVR owns
10,539,880 shares of the down-
stream energy company. That gives
Icahn/CVR an approximate 14.8%
interest in Delek. Icahn Enterprises
disclosed CVR’s April 20 open let-
ter to Delek shareholders, which
calls for refreshing Delek’s board of
directors. CVR believes change is
necessary for a number of reasons,
including Delek’s continued invest-
ment in unprofitable refineries.
shares through a living trust that he
controls. The trust now owns 300,358
Coinbase shares. Armstrong also
owns vested and unvested stock op-
tions representing at least 12 million
Coinbase shares.
The company didn’t respond to a
request to make Armstrong available
for comment. He has been Coinbase’s
CEO since the company’s inception in
May 2012. Armstrong, a former soft-
ware engineer at Airbnb (ABB), was
CEO of Universitytutor.com.
Barron’s has highlighted Coinbase
stock as the best way to play the Bit-
coin boom. Tom Loverro, a partner at
venture-capital firm IVP, which led a
funding round for the company in
2017, told us that it is “a well-lit venue
that’s well-regulated, and in constant
dialogue with regulators and lawmak-
ers.” Coinbase stock already has
proven resilient in the face of a Bitcoin
slump. B
CVR also argues that Delek’s focus on
noncore businesses and its decision
not to sell “Delek’s retail business at
current high prices” have hurt its
stock’s performance. CVR is asking
shareholders to vote for its three nom-
inees to Delek’s board at the 2021 an-
nual meeting of stockholders, to be
held on May 6.
MiMedx Group (MDXG)
Prescience Point Capital Manage-
ment reported an 8.1% stake in the
maker of regenerative biomaterial,
equal to 9,058,250 shares. Prescience
issued a notice to MiMedx that it in-
tends to nominate four representa-
tives, including Prescience founder
BARRON’S
and managing partner Eiad Asbahi,
to MiMedx’s board at the coming
shareholders meeting. In an April
16 press release, Asbahi said,
“MiMedx is deeply undervalued,
due in large part to [a] failure to
effectively communicate the value
of (tissue graft product) AmnioFix.”
Asbahi added that MiMedx’s board
“has become concentrated in the
hands of one entity,” namely EW
Healthcare Partners. As such, the
board is “incapable of unlocking
[MiMedx’s] substantial value for all
shareholders.”
Decreases
Coinbase co-
In Holdings
founder and CEO Bally’s (BALY)
Brian Armstrong Standard General revealed that it
sold $292 million had lowered its investment in the
of shares of the casino resort operator to
cryptocurrency 10,342,069 shares. Standard Gen-
exchange the day eral sold 909,090 Bally’s shares
it went public in a through a private transaction at
direct listing. $55.00 apiece. The sale originated
on April 16 and closed on April 20.
Standard General didn’t reveal fur-
ther details about the divestment.
However, Standard General’s April
16 regulatory form that disclosed
the sale indicated that the buyer
was a “strategic investor,” likely
tied to Bally’s acquisition of Game-
sys Group. The merger was also
the reason for Bally’s public offer-
ing of 11,000,000 shares that ran
concurrently with Standard Gen-
eral’s transaction, also priced at
$55.00 per share.
Perspecta (PRSP)
Jana Partners continued to re-
duce its holdings in the govern-
ment-IT-services firm after the
shares surged when Perspecta
These disclosures are agreed to be acquired. Jana sold
from 13Ds filed with 1,813,425 Perspecta shares from
the Securities and
Exchange Commission.
March 16 through April 19 at prices
13Ds are filed within ranging from $28.90 to $29.25. At
10 days of an entity’s the end of 2020, Jana owned nearly
attaining more than
5% in any class of a 15.3 million Perspecta shares, equal
company’s securities. to a 9.4% stake at the time. After
Subsequent changes the latest sales, Jana holds
in holdings or inten-
tions must be re- 6,923,442 shares, or 4.3% of the
ported in amended outstanding stock. On Jan. 27, Per-
filings. This material is
from April 15 through
specta agreed to be acquired by
April 21, 2021. Source: Veritas Capital–backed Peraton for
InsiderScore.com $7.1 billion, or $29.35 a share.
M7
POWER PLAY
Hot SPAC
IPO Market
Has Cooled
BY CARLETON ENGLISH
I
f April could be distilled in
a sound, it would be that of
brakes screeching on market
enthusiasm for special pur-
pose acquisition companies.
There have been only six
new SPAC initial public of-
ferings so far in the second quar-
ter, according to Goldman Sachs
data. That’s a rounding error com-
pared with the 55 SPAC IPOs in
the first few weeks of the first
quarter, which ended with 277
new SPACs raising combined pro-
ceeds of $91 billion.
The surge and abrupt halt follow
a robust 2020 that saw 228 SPAC
IPOs—well above the 170 from 2013
through 2019, data show. But after
the recent frenzy, many on Wall
Street have started to think the
space has become bubbly as celebri-
ties and sports stars entered the fray.
Not to mention, earlier this month,
the Securities and Exchange Com-
mission raised questions about the
accounting and governance of
SPACs, adding an extra element of
regulatory scrutiny to the space.
Also, shares of some recent
SPAC IPO have slumped. High-
profile electric-vehicle makers
Nikola (ticker: NKLA) and Lords-
town Motors (RIDE) have seen
their shares tumble by double
digits so far this year.
While new issuance has slowed
to a drip, it may not be time to
shed tears for lost banker fees just
yet. Goldman Sachs estimates that
SPACs could drive $900 billion in
merger-and-acquisition enterprise
value over the next two years—
meaning that deal makers could
still pocket fees on so-called de-
SPACings.
Right now, Goldman Sachs esti-
mates that there are 394 SPACs
with $128 billion of equity capital
seeking new opportunities. B
M8
SUMMARY NOTICE OF PROPOSED CLASS ACTION SETTLEMENTS
If you entered into a Mexican Government Bond Transaction from January 1, 2006 through and including April 19, 2017 (“Class
Period”), your rights may be affected by pending class action settlements and you may be entitled to a portion of the settlement fund.
This Summary Notice is to alert you to proposed settlements totaling
$20,700,000.00 reached with Barclays PLC, Barclays Bank PLC,
Barclays Capital Inc., Barclays Capital Securities Limited, Barclays
Bank México, S.A., Institución de Banca Múltiple, Grupo Financiero
Barclays México, and Grupo Financiero Barclays México, S.A. de
C.V. (collectively “Barclays”) and JPMorgan Chase & Co., J.P.
Morgan Broker-Dealer Holdings Inc., J.P. Morgan Securities LLC,
JPMorgan Chase Bank, National Association, Banco J.P. Morgan,
S.A. Institución de Banca Múltiple, J.P. Morgan Grupo Financiero,
and J.P. Morgan Securities plc (collectively “JPMorgan,” and with
Barclays, the “Settling Defendants”). Barclays and JPMorgan deny
any liability, fault, or wrongdoing of any kind in connection with the
allegations in the Action.
The United States District Court for the Southern District of New
York (the “Court”) authorized this Notice. The Court has appointed
the lawyers listed below to represent the Settlement Class in this
Action:
Vincent Briganti
LOWEY DANNENBERG, P.C.
44 South Broadway, Suite 1100
White Plains, NY 10601
Telephone: (914) 733-7221
vbriganti@lowey.com
Who Is a Member of the Settlement Class?
Subject to certain exceptions, the proposed Settlement Class
consists of all Persons that entered into a Mexican Government
Bond Transaction at any time between at least January 1, 2006 and
April 19, 2017, where such persons were either domiciled in the
United States or its territories or, if domiciled outside the United
States or its territories, transacted in the United States or its
territories.
“Mexican Government Bond Transaction” means any purchase, sale,
or exchange of Mexican Government Bonds, whether in the primary,
secondary, or any other market. “Mexican Government Bonds”
means any debt securities issued by the United Mexican States
(“Mexico”), that are Mexican Peso-denominated, including, but not
limited to, CETES, Bondes D, UDIBONOS, and BONOS.
The other capitalized terms used in this Summary Notice are defined
in the detailed Notice of Proposed Class Action Settlements,
September 13, 2021 Fairness Hearing Thereon and Class Members’
Rights (“Notice”) and the Settlement Agreements, which are
available at www.MGBAntitrustSettlement.com.
If you are not sure if you are included in the Settlement Class, you
can get more information, including the detailed Notice, at
www.MGBAntitrustSettlement.com or by calling toll-free
1-877-829-2941 (if calling from outside the United States or Canada,
call 1-414-961-6592).
What Is This Lawsuit About and What Do the
Settlements Provide?
Plaintiffs allege that each Defendant, including Barclays and
JPMorgan, conspired during the Class Period to fix the prices for
Mexican Government Bonds (“MGBs”). Defendants allegedly rigged
MGB primary market auctions to buy large volumes of newly issued
MGBs at artificially low prices. Each Defendant then allegedly sold
these newly issued MGBs into the secondary market at artificially
For more information, call toll-free 1-877-829-2941 (if calling from outside the United States or Canada, call 1-414-961-6592)
or visit www.MGBAntitrustSettlement.com.
**** Please do not call the Court or the Clerk of the Court for information about the Settlements. ****
BARRON’S April 26, 2021
high, price-fixed terms to uninformed market participants like
Plaintiffs and the Settlement Class. Defendants also allegedly agreed
to fix the “bid-ask spread,” suppressing the price at which Defendants
offered to buy MGBs from market participants and increasing the
price at which Defendants offered to sell MGBs to market
participants. Plaintiffs have asserted legal claims under the federal
antitrust law and the common law. Barclays and JPMorgan deny each
and every allegation and claim asserted by Plaintiffs in this lawsuit
and believe they would have prevailed if the case were to proceed
against them.
To settle the claims in this lawsuit, Barclays has agreed to pay a total
of $5.7 million and JPMorgan has agreed to pay a total of $15 million
(the “Settlement Funds”) in cash for the benefit of the proposed
Settlement Class. If the Settlements are approved, the Settlement
Funds, plus interest earned from the date it was established, less any
Taxes, any Notice and Administration Costs, any Court-awarded
attorneys’ fees, payment of litigation costs and expenses, and service
awards for Plaintiffs, and any other costs or fees approved by the
Court (the “Net Settlement Fund”) will be divided among all
Settlement Class Members who file valid Proofs of Claim and
Release.
Will I Get a Payment?
If you are a member of the Settlement Class and do not opt out, you
will be eligible for a payment under the Settlements if you file a Proof
of Claim and Release (“Claim Form”). You also may obtain more
information at www.MGBAntitrustSettlement.com or by calling SMALL SPACES.
toll-free 1-877-829-2941 (if calling from outside the United States or
Canada, call 1-414-961-6592).
Claim Forms must be submitted online at BIG OPPORTUNITIES.
www.MGBAntitrustSettlement.com on or before 11:59 p.m.
Eastern time on October 13, 2021 OR mailed and postmarked by
October 13, 2021.
What Are My Rights?
If you are a member of the Settlement Class and do not opt out, you
will release certain legal rights against Settling Defendants and the
other Released Parties, as explained in the detailed Notice and
Settlement Agreements, which are available at
www.MGBAntitrustSettlement.com. If you do not want to take part in
these Settlements, you must opt out by August 9, 2021. You may
object to these Settlements, Distribution Plan, and/or application for
an award of attorneys’ fees, payment of litigation costs and expenses,
and/or service awards for Plaintiffs. If you want to object, you must do
Barron’s Classifieds is where our
so by August 9, 2021. Information on how to opt out or object is readers discover opportunities in
contained in the detailed Notice, which is available at
www.MGBAntitrustSettlement.com.
real estate, business investments,
corporate aircraft, yachts, fine
When Is the Fairness Hearing?
The Court will hold a hearing at the United States District Court for cars and so much more.
the Southern District of New York, Thurgood Marshall United States
Courthouse, 40 Foley Square, Courtroom 706, New York, NY 10007,
on September 13 at 3 P.M. to consider whether to finally approve
these Settlements, Distribution Plan, and application for an award of
attorneys’ fees, payment of litigation costs and expenses, and any
service awards for Plaintiffs. You or your lawyer may ask to appear
and speak at the hearing at your own expense, but you do not have to.
For information on advertising,
call 1.800.366.3975 or email
advertising@barrons.com
April 26, 2021 BARRON’S M9

Charting the Market

A graphic look at selected stock activity for the week ended on April 23, 2021 n Edited by Bill Alpert
KANSAS CITY SOUTHERN NETFLIX INTEL INOVIO PHARMACEUTICALS
KSU (NYSE) • 301.62 • 44.11 306 NFLX (NASD) • 505.55 • -40.99 568 INTC (NASD) • 59.24 • -5.51 65.0 INO (NASD) • 6.85 • -1.89 11.0
 A bidding war broke out 292  March-quarter subscriber 549  Chip sales for PCs rose 62.5  Citing “broad availabil- 9.5
over the Midwestern rail- 278 growth disappointed the 530 8% in the March quarter, 60.0 ity” of other Covid-19 vac- 8.0
road. Canadian Pacific and 264 video streamer’s fans. Reve- 511 but data-center chip sales 57.5 cines, the U.S. government 6.5
Canadian National are vy- 250 nue grew 24%, but Netflix 492 slid 20%. Overall sales were 55.0 will stop funding Inovio’s 5.0
ing to create a North Amer- M T W T F added four million subs, not M T W T F flat, while earnings rose 6% M T W T F Phase 3 trial. The company M T W T F

ican network with KSU. the expected six million. (after adjustments). will continue tests abroad.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
308 600 72.5 36
270 543 66.0 29
232 486 59.5 22
194 429 53.0 15
156 372 46.5 8
118 315 40.0 1

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

22 94 322 608
11 47 161 304
0 0 0 0
A M J J A S O N D J F M A A M J J A S O N D J F M A A M J J A S O N D J F M A A M J J A S O N D J F M A

SPOTIFY TECHNOLOGY CRISPR THERAPEUTICS PELOTON INTERACTIVE RIOT BLOCKCHAIN

SPOT (NYSE) • 284.11 • -7.91 293 CRSP (NASD) • 126.55 • 7.99 134 PTON (NASD) • 101.07 • -15.14 113 RIOT (NASD) • 38.48 • -6.16 44

 At a U.S. Senate anti- 284  Vertex will pay $900 mil- 128  Federal safety regulators 109  At a hearing on her nomi- 41
trust hearing, Spotify said 275 lion to bump its ownership 122 warned that Peloton’s tread- 105 nation as Treasury secretary, 38
that Apple and Google used 266 from 50% to 60% in a gene- 116 mill is dangerous to young 101 Janet Yellen said cryptocur- 35
their app-store dominance 257 editing therapy the firms are 110 children or pets. Peloton 97 rencies aid money launder- 32
M T W T F M T W T F M T W T F M T W T F
to gouge developers and testing for sickle cell. Ana- says it’s safe. Analysts say ing. Bitcoin, and crypto min-
squelch competition. lysts upgraded Crispr. those sales are immaterial. ers like Riot, slumped.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
395 222 173 80
342 186 142 64
289 150 111 48
236 114 80 32
183 78 49 16
130 42 18 0

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

36 16 232 280
18 8 116 140
0 0 0 0
A M J J A S O N D J F M A A M J J A S O N D J F M A A M J J A S O N D J F M A A M J J A S O N D J F M A

HARLEY-DAVIDSON EMERGENT BIOSOLUTIONS HAEMONETICS TERADATA

HOG (NYSE) • 48.01 • 7.63 51 EBS (NYSE) • 61.94 • -15.70 79 HAE (NYSE) • 67.45 • -49.52 97 TDC (NYSE) • 52.18 • 12.59 55
 Earnings of $1.68 a share 49  A Food and Drug Admin- 74  A customer for the 89  The data-warehouse soft- 50
were double what analysts 47 istration inspection found 69 company’s plasma-collection 81 ware company preannounced 45
forecast for the March quar- 45 contamination at the factory 64 equipment won’t renew its 73 that its March-quarter sales 40
ter. Factories are running at 43
where the company makes 59
supply agreement after next 65
and earnings were well 35
capacity, as demand picks up M T W T F Covid-19 vaccines for J&J M T W T F year. The customer consti- M T W T F ahead of expectations. Ana- M T W T F
for Harley’s motorbikes. and AstraZeneca. tutes 12% of 2020 sales. lysts were surprised.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
50 140 144 61
43 122 128 52
36 104 112 43
29 86 96 34
22 68 80 25
15 50 64 16

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

58 16 20 48
29 8 10 24
0 0 0 0
A M J J A S O N D J F M A A M J J A S O N D J F M A A M J J A S O N D J F M A A M J J A S O N D J F M A

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.
M10 BARRON’S April 26, 2021

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
Knoll(KNL) 42138 24.28 +7.05 +40.9 Knoll(KNL) 42138 2968.1 24.28 +7.05 AcmeUnited(ACU) 543 634.6 45.36 +7.53 AmRvrBksh(AMRB) 858 1315.9 19.90 +3.55
Welbilt(WBT) 126023 22.23 +6.25 +39.1 Welbilt(WBT) 126023 1941.2 22.23 +6.25 UniqueFabricating(UFAB) 325 544.2 4.23 –1.00 MarlinBusSvcs(MRLN) 2595 1205.9 21.62 +7.38
RLX Tech(RLX) 32007 12.12 +3.02 +33.2 HorizonAcqnA(HZAC) 20200 1362.9 10.08 +0.24 inTEST(INTT) 2841 499.8 13.17 +2.93 GeneralFin(GFN) 4454 970.0 18.98 +0.03
Teradata(TDC) 34855 52.18 +12.59 +31.8 EquityDistribution(EQD.UT) 1655 1086.3 10.25 +0.02 BrooklynImmuno(BTX) 40226 353.4 16.16 +8.22 CodiakBioSci(CDAK) 6358 798.6 18.17 +5.29
RR Donnelley(RRD) 13043 6.05 +1.37 +29.3 Haemonetic(HAE) 18755 831.9 67.45 –49.52 Cel-Sci(CVM) 14770 151.3 24.42 +6.95 MeridianBancorp(EBSB) 5394 712.9 21.92 +3.55
NorthernStrIII A(NSTC) 22 9.90 +2.15 +27.7 ChinaGreenAg(CGA) 4255 538.8 13.45 +0.30 BlueRidgeBkshs(BRBS) 339 139.2 23.34 +0.47 PTC(PTC) 26291 602.0 147.34 +1.18
DaqoNewEnergy(DQ) 20210 89.51 +19.25 +27.4 Skillz(SKLZ) 327150 477.1 18.17 +3.06 DeltaApparel(DLA) 252 95.1 29.15 +2.47 MillerHerman(MLHR) 12119 532.4 42.03 –2.27
Renren(RENN) 405 9.81 +1.80 +22.5 Domtar(UFS) 16695 312.9 39.05 –0.51 TakungArt(TKAT) 32802 60.1 33.00 +12.14 LatticeSemi(LSCC) 32761 413.2 54.82 –3.10
ConstellationI A(CSTA) 361 285.5 9.71 –0.39 CaledoniaMining(CMCL) 728 40.3 14.37 –0.11 SyndaxPharm(SNDX) 17076 398.2 15.47 –4.94
Losers PivotalInvtIII A(PICC) 253 273.6 9.75 –0.16 ProtalixBio(PLX) 6113 31.4 6.22 +0.02 j2Global(JCOM) 9870 326.9 125.03 –2.94
Name (Sym) Volume Close Change %Chg. CCNeubergerIII A(PRPC) 559 270.3 9.83 –0.16 BattalionOil(BATL) 156 28.9 11.39 +0.23 CtznCmntyBcp(CZWI) 390 272.7 13.22 –1.15
WarriorTechA(WARR) 204 9.80 –20.26 –67.4 CanPacRlwy(CP) 8216 210.7 370.71 +1.39 AgEagleAerial(UAVS) 43393 22.0 6.25 +1.23 BBQ Holdings(BBQ) 1063 239.2 14.54 +3.32
Haemonetic(HAE) 18755 67.45 –49.52 –42.3 ResoluteForest(RFP) 9379 202.6 15.74 +0.95 Chase(CCF) 127 20.5 116.73 –0.42 CloverHealth(CLOV) 327183 227.7 8.77 –0.05
MedleyMgmt(MDLY) 2018 5.05 –1.85 –26.8 CanNtlRlwy(CNI) 13842 202.1 108.86 –9.91 Parts Id(ID) 528 18.9 7.95 –0.07 PLBY Group(PLBY) 22160 221.4 47.50 +9.10
DanimerScientific(DNMR) 30770 23.85 –7.66 –24.3 Teradata(TDC) 34855 194.5 52.18 +12.59 AdamsRes(AE) 60 1.8 26.71 –0.29 ProtaraTherap(TARA) 1473 203.8 12.19 –3.63
EmergentBiosol(EBS) 8051 61.94 –15.70 –20.2 WebsterFin(WBS) 8202 190.5 53.32 –4.05 B2Gold(BTG) 37872 1.1 5.07 –0.04 CleanEnerFuels(CLNE) 112730 201.5 10.39 –0.75
Aenza(AENZ) 10523 1.75 –0.41 –19.0 HarleyDavidson(HOG) 32482 185.4 48.01 +7.63 IssuerDirect(ISDR) 120 1.0 25.58 +1.52 LarimarTherap(LRMR) 1047 192.5 14.35 +3.02
Credicorp(BAP) 4716 120.16 –20.88 –14.8 KSCitySouthern(KSU) 15984 182.0 301.62 +44.11 IntelligentSys(INS) 337 -2.7 38.39 –2.17 MicroVision(MVIS) 202592 178.2 17.97 +6.94
SilvergateCapital(SI) 7438 115.33 –17.67 –13.3 SkechersUSA(SKX) 21061 178.6 51.90 +7.08 ConsonanceA(CHFW) 150 -3.9 9.92 –0.02 Cadiz(CDZI) 2244 178.0 11.05 +0.58
JawsMustangA(JWSM) 2364 165.3 9.87 –0.06 LairdSuperfood(LSF) 319 -4.0 34.40 –1.39 SagaComm(SGA) 155 173.1 21.54 –1.41
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.
NIO(NIO) 426799 41.08 +4.99 +13.8 Zomedica(ZOM) 313623 0.94 +0.09 +11.0 Apple(AAPL) 421518 134.32 +0.16 +0.1
BrooklynImmuno(BTX) 40226 16.16 +8.22 +103.5
Skillz(SKLZ) 327150 18.17 +3.06 +20.3 AmbowEduc(AMBO) 189107 2.15 +0.31 +16.8 CloverHealth(CLOV) 327183 8.77 –0.05 –0.6
22ndCentury(XXII) 54946 5.15 +1.94 +60.4
FordMotor(F) 296731 12.22 –0.01 –0.1 Senseonics(SENS) 114269 2.00 +0.11 +5.8 AmerAirlines(AAL) 246122 21.11 –0.92 –4.2
TakungArt(TKAT) 32802 33.00 +12.14 +58.2
GeneralElec(GE) 254054 13.55 +0.16 +1.2 AsensusSurg(ASXC) 73125 1.89 +0.14 +8.0 ViacomCBS B(VIAC) 237426 41.71 +2.36 +6.0
Cel-Sci(CVM) 14770 24.42 +6.95 +39.8
AT&T(T) 240080 31.40 +1.45 +4.8 GEE Group(JOB) 68594 0.61 +0.04 +7.3 MicroVision(MVIS) 202592 17.97 +6.94 +62.9
WilliamsIndlSvcs(WLMS) 5914 5.00 +1.25 +33.3
BankofAmerica(BAC) 227769 39.18 +0.03 +0.1 DenisonMines(DNN) 59640 1.00 –0.06 –6.1 AdvMicroDevices(AMD) 197206 82.76 +0.61 +0.7
inTEST(INTT) 2841 13.17 +2.93 +28.6
PalantirTech(PLTR) 218826 23.41 +0.94 +4.2 Globalstar(GSAT) 56920 0.92 –0.10 –9.8 Intel(INTC) 183819 59.24 –5.51 –8.5
AgEagleAerial(UAVS) 43393 6.25 +1.23 +24.5
Fisker(FSR) 212330 14.01 +0.88 +6.7 22ndCentury(XXII) 54946 5.15 +1.94 +60.4 FuelCell(FCEL) 170219 10.20 +0.34 +3.4
Amcon(DIT) 4 148.37 +27.36 +22.6
Snap(SNAP) 183800 61.30 +0.05 +0.1 AgEagleAerial(UAVS) 43393 6.25 +1.23 +24.5 Tesla(TSLA) 170150 729.40 –10.38 –1.4
Losers SOS(SOS) 179304 4.33 –0.02 –0.5 BrooklynImmuno(BTX) 40226 16.16 +8.22+103.5 Nikola(NKLA) 158620 11.55 +0.57 +5.1
Name (Sym) Volume Close Change %Chg. PetroleoBrasil(PBR) 165113 8.44 +0.32 +3.9 B2Gold(BTG) 37872 5.07 –0.04 –0.8 Uxin(UXIN) 146716 2.15 +0.84 +64.1
AMC Ent(AMC) 160686 10.16 +0.83 +8.9 InspireMD(NSPR) 37488 0.46 +0.05 +13.0 SyprisSolutions(SYPR) 132371 4.47 +1.66 +59.1
UniqueFabricating(UFAB) 325 4.23 –1.00 –19.1
WellsFargo(WFC) 148775 43.86 +0.02 +0.0 TakungArt(TKAT) 32802 33.00 +12.14 +58.2 Cinedigm(CIDM) 132067 1.36 +0.14 +11.5
AltisourceAsset(AAMC) 67 17.84 –2.52 –12.4
Pfizer(PFE) 144436 38.66 +0.09 +0.2 NorthernDynasty(NAK) 31880 0.57 +0.04 +6.6 Microsoft(MSFT) 114068 261.15 +0.41 +0.2
UnvlSecInstr(UUU) 785 5.56 –0.64 –10.3
Nokia(NOK) 144012 4.20 +0.02 +0.5 Oragenics(OGEN) 31571 0.83 +0.12 +17.3 UnitedAirlines(UAL) 113766 53.11 –2.76 –4.9
IndonesiaEnergy(INDO) 41 5.25 –0.55 –9.5
ItauUnibanco(ITUB) 140076 4.96 +0.00 +0.0 NewGold(NGD) 30865 1.70 –0.09 –5.0 CleanEnerFuels(CLNE) 112730 10.39 –0.75 –6.7
AeroCentury(ACY) 1561 9.89 –1.00 –9.2
Carnival(CCL) 133697 27.27 +0.24 +0.9 UraniumEner(UEC) 26742 2.87 +0.12 +4.4 HuntingtonBcshs(HBAN) 110026 14.90 –1.28 –7.9
FlexSolInt(FSI) 271 3.04 –0.29 –8.7
Welbilt(WBT) 126023 22.23 +6.25 +39.1 GranTierraEner(GTE) 24529 0.59 –0.06 –9.4 MicronTech(MU) 105638 86.03 –4.63 –5.1
RingEnergy(REI) 10079 1.97 –0.18 –8.4
TencentMusic(TME) 125855 18.97 +0.93 +5.2 ITTechPkg(ITP) 19735 0.55 +0.04 +7.0 OpendoorTech(OPEN) 99646 19.54 +1.15 +6.3
RadiantLogistics(RLGT) 824 6.58 –0.52 –7.3
Gerdau(GGB) 122031 6.11 +0.29 +5.0 EnergyFuels(UUUU) 18656 5.54 +0.25 +4.7 iQIYI(IQ) 96543 15.60 +0.38 +2.5
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. NIO(NIO) 16225716 41.08 +4.99 +13.8 TakungArt(TKAT) 857696 33.00 +12.14 +58.2 Tesla(TSLA) 122051192 729.40 –10.38 –1.4
MicroVision(MVIS) 202592 17.97 +6.94 +62.9 Boeing(BA) 15815670 238.38 –9.80 –3.9 BrooklynImmuno(BTX) 517396 16.16 +8.22+103.5 Apple(AAPL) 56153950 134.32 +0.16 +0.1
SyprisSolutions(SYPR) 132371 4.47 +1.66 +59.1 Square(SQ) 13416013 246.43 –9.67 –3.8 AmbowEduc(AMBO) 509317 2.15 +0.31 +16.8 Amazon.com(AMZN) 448307953340.88 –58.56 –1.7
MarlinBusSvcs(MRLN) 2595 21.62 +7.38 +51.8 Alibaba(BABA) 13141747 232.08 –6.61 –2.8 Cel-Sci(CVM) 343490 24.42 +6.95 +39.8 Microsoft(MSFT) 29495193 261.15 +0.41 +0.2
FreightCarAmer(RAIL) 25277 6.67 +1.99 +42.5 Snap(SNAP) 10738536 61.30 +0.05 +0.1 CheniereEnergy(LNG) 336075 74.19 +0.22 +0.3 Netflix(NFLX) 27305611 505.55 –40.99 –7.5
CodiakBioSci(CDAK) 6358 18.17 +5.29 +41.1 JPMorganChase(JPM) 10054948 150.19 –3.11 –2.0 Zomedica(ZOM) 272163 0.94 +0.09 +11.0 Facebook(FB) 23713228 301.13 –5.05 –1.6
BBQ Holdings(BBQ) 1063 14.54 +3.32 +29.6 BankofAmerica(BAC) 8796621 39.18 +0.03 +0.1 AgEagleAerial(UAVS) 240368 6.25 +1.23 +24.5 NVIDIA(NVDA) 22107173 610.61 –25.89 –4.1
uCloudlink(UCL) 140 13.29 +2.98 +28.9 Visa(V) 7782254 230.00 +3.59 +1.6 22ndCentury(XXII) 220179 5.15 +1.94 +60.4 CoinbaseGlbl(COIN) 20073959 291.60 –50.40 –14.7
ThredUp(TDUP) 4491 19.11 +4.13 +27.6 Disney(DIS) 7348987 183.02 –4.24 –2.3 Senseonics(SENS) 219943 2.00 +0.11 +5.8 AdvMicroDevices(AMD) 15919562 82.76 +0.61 +0.7
AT&T(T) 7254372 31.40 +1.45 +4.8 B2Gold(BTG) 192898 5.07 –0.04 –0.8 Alphabet A(GOOGL) 147345672299.93 +17.18 +0.8
Losers J&J(JNJ) 6906954 165.52 +3.28 +2.0 AsensusSurg(ASXC) 132182 1.89 +0.14 +8.0 Alphabet C(GOOG) 135974592315.30 +17.54 +0.8
Name (Sym) Volume Close Change %Chg. HomeDepot(HD) 6672435 323.89 –4.19 –1.3 EnergyFuels(UUUU) 97453 5.54 +0.25 +4.7 Intel(INTC) 10880824 59.24 –5.51 –8.5
SyndaxPharm(SNDX) 17076 15.47 –4.94 –24.2 Citigroup(C) 6564074 71.38 –1.07 –1.5 UraniumEner(UEC) 70050 2.87 +0.12 +4.4 Futu(FUTU) 10402973 143.81 –9.20 –6.0
ProtaraTherap(TARA) 1473 12.19 –3.63 –22.9 IBM(IBM) 6553668 142.43 +8.84 +6.6 DenisonMines(DNN) 59513 1.00 –0.06 –6.1 ViacomCBS B(VIAC) 9396810 41.71 +2.36 +6.0
InovioPharma(INO) 78647 6.85 –1.89 –21.6 WellsFargo(WFC) 6438676 43.86 +0.02 +0.0 NewGold(NGD) 54562 1.70 –0.09 –5.0 MicronTech(MU) 9089776 86.03 –4.63 –5.1
LavaTherap(LVTX) 260 12.12 –2.88 –19.2 Oracle(ORCL) 5944499 74.97 –3.98 –5.0 EquinoxGold(EQX) 53172 8.58 –0.42 –4.7 Moderna(MRNA) 8732700 173.63 +2.82 +1.7
AteaPharm(AVIR) 2507 36.41 –8.53 –19.0 Mastercard(MA) 5705097 387.06 +0.89 +0.2 ImperialOil(IMO) 52915 25.50 –0.04 –0.2 Peloton(PTON) 7508067 101.07 –15.14 –13.0
EDAP TMS(EDAP) 2111 7.36 –1.72 –18.9 Procter&Gamble(PG) 5662806 133.94 –3.31 –2.4 Globalstar(GSAT) 51259 0.92 –0.10 –9.8 PayPal(PYPL) 7500975 266.03 –3.84 –1.4
DesignTherap(DSGN) 799 19.27 –4.23 –18.0 Pfizer(PFE) 5613937 38.66 +0.09 +0.2 GEE Group(JOB) 40903 0.61 +0.04 +7.3 ApplMaterials(AMAT) 6854562 134.86 +1.13 +0.8
GainTherap(GANX) 364 12.10 –2.40 –16.6 UnitedHealth(UNH) 5442999 400.31 +9.30 +2.4 MAG Silver(MAG) 36418 18.06 +0.55 +3.1 LamResearch(LRCX) 6050175 627.49 –16.22 –2.5

Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer
than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock
split or stock dividend amounting to 10% or more. X-Ex-dividend
April 26, 2021 BARRON’S M11

Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment pany builds its innovation moat. Our stock- Week holiday, should show further gains.
price target is $865. However, we couldn’t help but note a more
and research firms. The reports are a sampling of analysts’ thinking; they should not somber tone on the rate of recovery in both
be considered the views or recommendations of Barron’s. Some of the reports’ issuers Las Vegas Sands • LVS-NYSE Macau and Singapore (given limited visibil-
have provided, or hope to provide, investment-banking or other services to the Overweight • Price $60.76 on April 21 ity on travel restrictions lifting or easing).
companies being analyzed. by J.P. Morgan Furthermore, any potential deployment of
LVS asset-sale net proceeds into dividend
Las Vegas Sands’ first-quarter operating re- resumption is likely next year, rather than
HCA Healthcare HCA-NYSE
• volume. Therefore, the relationship benefits sults contained few surprises: Macau Ebitda later this year.
Outperform • Price $197.53 on April 21 both United and AIR. We reiterate our Buy was up modestly sequentially, and Singa- Our price target goes to $66, down $6 on
by RBC Capital Markets rating and $52 stock price target. pore flat sequentially, with the latter a little these lower estimates, and is based on 16
bit better on sticky local mass tables and times 2022 estimated enterprise value/
HCA reported strong results for its first Blackstone Group • BX-NYSE slot volumes. Management of the gambling Ebitda. While it’s difficult to identify a ma-
quarter, with adjusted Ebitda (earnings be- Overweight • Price $80.31 on April 21 company pointed out that, in Macau, March terial positive catalyst, there is value in
fore interest, taxes, depreciation, and amorti- by Wells Fargo showed relatively stronger results versus Las Vegas Sands, and patience will be re-
zation) of $3.05 billion, versus our $2.53 bil- those in January/February. April to date has warded, particularly given this year’s
lion estimate and the consensus $2.68 billion. Blackstone reported first-quarter results that shown further month-over-month accelera- share-price underperformance and apa-
The quarter reflected continued impressive were better than expected, on the back of tion, hinting that May, with the Golden thetic investor sentiment.
pricing growth, with further gradual im- surprisingly high fee-related performance
provement in overall volume and continued revenue and balance-sheet gains. Distribut-
solid cost controls. The sequential improve- able earnings of 96 cents a share were well INSIDER TRANSACTIONS: Recent Filings
ment in volume is particularly encouraging, above our estimate of 73 cents and the 76 Purchases Sales
$ Val $ Val
given the headwinds from the late-fourth- cents consensus forecast. Mainly reflecting Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
quarter 2020 Covid surge that likely pres- unrealized investment gains, GAAP EPS also Gohealth GOCO 3 366,370 4,155 Snowflake SNOW 6 697,099 160,726
sured patient visits, as well as the impact beat estimates, at $2.46 a share. Fee-related Mack-Cali Realty CLI 1 240,000 3,762 C3Ai AI 11 1,460,746 125,546
Coupang CPNG 2 57,142 2,883 Palantir Technologies PLTR 4 5,425,194 123,463
from Winter Storm Uri, which temporarily earnings of $741 million (62 cents a share) Greenbrier GBX 1 50,000 2,192 Stepstone STEP 7 3,374,629 95,569
shut many of HCA’s markets, including a was more than 20% above our estimate and Olo OLO 5 75,150 1,879 Doordash DASH 5 480,292 64,100
more extended impact in much of Texas. the consensus, rising 58%, year over year. In- Applied Molecular Transport AMTI 1 25,000 1,398 Zoominfo Technologies ZI 3 1,321,472 63,441
New Residential Investment NRZ 1 100,000 1,010 Roblox RBLX 3 789,725 51,731
(Florida and Texas together generate nearly vestment returns were strong across the Bed Bath & Beyond BBBY 3 23,500 597 Square SQ 1 200,000 49,233
half of HCA’s revenue.) The adjusted Ebitda board. And assets under management were Checkmate Pharmaceuticals CMPI 1 46,740 537 Bentley Systems BSY 1 882,985 42,410
Merrimack Pharmaceuticals MACK 1 80,803 519 Cigna CI 3 164,418 41,586
margin expanded by an impressive 4.7 per- up 21%, while Blackstone declared an 82
Phx Minerals PHX 8 220,000 440 Guardant Health GH 1 259,162 40,843
centage points. Our price target is $205. cents a share dividend, versus our estimate of Impac Mortgage IMH 1 200,000 390 Unity Software U 5 300,589 30,429
62 cents. We believe the upward rerating of Eyenovia EYEN 1 60,692 294 Repare Therapeutics RPTX 3 1,076,924 30,385
Ashford Hospitality Trust AHT 1 100,000 207 Carvana CVNA 2 110,000 30,186
AAR Corp. • AIR-NYSE the stock hasn’t yet run its full course. We are
Asana ASAN 1 6,200 199 Fedex FDX 1 102,000 29,582
Buy • Price $39.87 on April 21 increasing our price target to $96 from $91. Semrush SEMR 1 13,000 151 Ncino NCNO 8 432,453 29,484
by Benchmark Research Richardson Electronics RELL 2 15,000 109 Berkeley Lights BLI 6 547,204 28,586
Seachange International SEAC 1 100,000 104 Vroom VRM 4 648,625 24,332
Intuitive Surgical • ISRG-Nasdaq
Jpmorgan Chase & Co JPM 1 660 101 Salesforce.Com CRM 4 100,080 23,174
This morning, before the market open, AIR Outperform • Price $811.11 on April 20 Anixa Biosciences ANIX 2 15,000 59 Inari Medical NARI 6 197,206 21,066
announced a new multiyear agreement with by Raymond James 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
United Airlines (ticker: UAL) for heavy the SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables don’t 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
maintenance services at its Rockford, Ill., Intuitive reported better-than-expected shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales,
facility. The current agreement with United first-quarter results, with a 16% and 33% and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

has AIR performing airframe maintenance beat on consensus estimates of revenue

on narrow-body aircraft. AIR expects to add and EPS, respectively. The number of pro- INSIDER TRANSACTIONS RATIO
250 aviation maintenance technicians to the cedures [using Intuitive’s robotic da Vinci
152
facility over the next few years (which surgical system] rose a very healthy 16%.
133
aligns with previous local commitments). In In the quarter, da Vinci system placements
our opinion, Rockford previously was under- totaled 298. Net system additions increased 114
utilized, as it was focused on wide-body ap- 76% globally and 46% in the U.S. That re- 95
Bearish Ratio = 53
plications that didn’t materialize. However, sulted in an installed base of 6,142 da Vinci 76
AAR Corp.’s strategy to continue to invest systems. 57
in technology there and to reposition Rock- There was little to pick at, with gross mar- 38
ford as a narrow-body facility is a positive gins reaching 71.8%, up 2.15 percentage
19
development. Much of recent air-traffic points. Looking into 2021, management pro- Bullish 0
growth is focused on narrow-body domestic vided guidance for the first time, with pro- A M J J A S O N D J F M A
cedures expected to increase 22%-26%. We
To be considered for this section, material maintain our positive outlook on Intuitive as 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. robotic surgery gains traction, and the com- The total top 20 sales and buys are 1,105,871,930 and 20,983,848 respectively; Source: Thomson Reuters
M12
Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron’s.
”U.S. taxable domestic investors own only about 25% of the U.S. stock market. The other 75%
is owned in accounts that aren’t subject to capital-gains taxes “
Implications of a Digital Dollar
Weekly Market Update
Cresset
cressetcapital.com
April 20: The Federal Reserve is research-
ing a digital dollar as the financial-services
industry braces for disruption; banks and
credit card companies are nervously watch-
ing digital dollar developments. The Federal
Reserve Bank of Boston and the Massachu-
setts Institute of Technology, its research
partner, plan to unveil their findings as
early as July. Neither the Boston Fed nor
MIT have indicated whether the digital cur-
rency would employ blockchain technology.
A digital dollar could have profound ef-
fects, both domestically and abroad, as
Americans change the way they use money.
Commercial banks and credit-card compa-
nies foresee a threat to their profits if con-
sumers transact outside of their networks.
For users, transaction settlement could
happen instantaneously, without having to
wait for the money or worry about fraud.
Currently, banks take days to give consumers
access to checks deposited to their accounts to
allow time to verify their authenticity. Banks
are notorious for charging stiff overdraft fees
for returned payments. Additionally, a cyber
dollar would give transactional access to mil-
lions of Americans without bank accounts,
who are forced to pay check-cashing fees.
Lawmakers, U.S. Treasury officials and
the Fed have not yet approved the rollout of
a U.S. virtual currency, which could still be
years away. Nor have they decided how it
would interact with the existing global pay-
ments network. The prospect of a digital
dollar eliminating paper currency would
have other broad-reaching effects. The digi-
tal currency could be more easily tracked,
shining a spotlight on illegal payment activ-
ity, for example. Without a physical alterna-
tive that could be stored under the mat-
tress, the Federal Reserve could impose
negative interest rates without endangering
a run on the banking system. The prolifera-
tion of state-sponsored digital currencies
could undermine Bitcoin, Ethereum and
others, which behave more like a speculative
BARRON’S
store of value than an alternative currency,
due to volatility levels four to five times
those of gold and the dollar. We fully expect
the U.S. to unveil a digital dollar in the com-
ing years. Thanks to blockchain, the news
will not cause Bitcoin to evaporate.
—JACK ABLIN
Tax Hikes and Stock Performance
Investment Research
UBS
ubs.com
April 23: The Biden administration is poised
to announce proposed changes to the Inter-
nal Revenue Code, which would raise the
capital-gains tax rate to 39.6%. When cou-
pled with a 3.8% tax on net investment in-
come, Biden’s plan would impose a statutory
federal tax rate of 43.4% on certain gains
for individuals with incomes greater than $1
million. The proposal is expected to be for-
mally unveiled next week during the presi-
dent’s address to Congress, but equity mar-
kets have already communicated their
displeasure. The S&P 500 closed down 0.9%
in the wake of the media reports...
While we can’t rule out some additional
modest equity market volatility as investors
react to this proposal, we think it will be very
short-lived. Some investors may choose to
harvest capital gains now, rather than poten-
tially pay a higher rate in the future. How-
ever, U.S. taxable domestic investors own
only about 25% of the U.S. stock market. The
other 75% is owned in accounts that aren’t
subject to capital-gains taxes (e.g., retirement
accounts, endowments, foreign investors). We
would expect opportunistic investors who are
unaffected by this proposal to step in and
take advantage of lower prices.
History bears this out. There is no rela-
tionship between changes in capital-gains
tax rates and the performance of the U.S.
stock market. For example, the last time
capital-gains taxes went up was in 2013,
when they rose by nearly nine percentage
points. Yet stocks rose 30% that year. In
addition, we find no correlation between
capital-gains tax rates and equity market
valuations. Price-to-earnings multiples
—MARK HAEFELE, UBS
have been as low as 10 times when the
capital-gains tax rate was 20%, and as high
as 18 times when it was 35%.Ultimately,
other factors, such as the outlook for eco-
nomic growth, monetary policy, and inter-
est rates are much more powerful drivers
of equity-market returns and valuations.
—MARK HAEFELE
Lumber Prices: Heading South?
Chart in Focus
The McClelland Market Report
mcoscillator.com
April 22: The lumber futures market is
pretty thin, with only around 3,000 con-
tracts open. A single small order can move
the market. We have seen an amazing
blowoff in lumber futures prices recently,
with the May contract rising for 15
straight days.
That string was part of a larger up
move that saw 22 out of 23 up days, and
a 57% price rise from the March 16 low.
Rising housing demand, and remodeling
demand for everyone’s Covid home office,
means higher demand for 2x4s and ply-
wood, pushing up spot lumber prices.
Contractors have reportedly amplified
that by stockpiling supplies ahead of fu-
ture projects. That has helped to drive up
prices.
All blowoff price tops eventually exhaust
themselves, and this one will too. It may
have already done so, with the key reversal
day on April 20.
As all of this has been happening, there
has been a curious development in the lum-
ber futures market. Total open interest (i.e.
the number of active futures contracts) has
been declining. Normally, open interest will
rise and fall with lumber prices. So in the
rare occasion like this where we see prices
rise and open interest fall, that is usually an
important message.
The lumber futures market is not
agreeing with the price rise that the trad-
ers in this market are themselves under-
taking. If this were a legitimate up move
for lumber futures prices, we should ex-
pect to see open interest rising along with
April 26, 2021
prices. Instead, the lower open interest
numbers are saying that the up move in
prices is not legitimate, and should re-
verse itself. The implication is that lumber
prices aren’t going to be able to sustain
this up move.
One more point to know about lumber
prices: When there is a blowoff top, the
slope upward is usually symmetrical to the
slope downward.
—TOM MCCLELLAN
Smart Bond-Investing Strategies
Systems & Forecasts
Signalert Asset Management
signalert.com
April 21: Based on historical standards, Trea-
sury notes and bills are very overvalued.
Even though rates have been stable in April
and the Federal Reserve is happy with where
yields are, over the years ahead it is reason-
able to project that yields will rise until they
retest the highs of 2018, the last time real in-
terest rates were at normal levels. I don’t ex-
pect any such retest imminently, but wouldn’t
be surprised to see 10-year yields make their
way back to 2018 levels (3%-3.25%) over the
next two years.
The rise in 10-year Treasury note yields
has been orderly in the sense of not trigger-
ing significant market corrections or eco-
nomic consequences. The best scenario would
be for the markets to repeat this outcome. I
take the Fed at its word that it won’t increase
short-term rates until the markets force its
hand. The implication is that investors should
not commit to long-term bonds (or fixed life-
time annuities) until 10-year yields touch 3%.
Instead, more tactical strategies, such as
trading high-yield or floating-rate bond funds,
are more appealing. Investment-grade bond
investments should be in mutual funds that
are more tactical or that utilize asset-backed
bonds to take advantage of higher yields,
such as the DoubleLine Total Return Bond
fund (DLTNX). —MARVIN APPEL
To be considered for this section, material, with
the author’s name and address, should be sent
to MarketWatch@barrons.com.
April 26, 2021 BARRON’S M13

New York Stock Exchange Composite List

FIVE-DAY DOW COMPOSITE
NOTICE TO READERS:
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters A Little Bit Lower Now: The Dow Jones Industrial Average fell 0.5%, on reports the Biden
administration would seek a higher capital-gains tax. IBM gained 6.6% after reporting better-
Please visit the new Market Lab home page on barrons.com under Data. than-expected earnings, while Intel dropped 5.5% after offering disappointing guidance.
www.barrons.com/market-data/market-lab Monday Tuesday Wednesday Thursday Friday
34210
- Earnings - - Earnings - (Prev Fri's
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div Close)
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
34065
A
19.22 9.45 Alexander&Baldwin ALEX 3.4 cc 17.77 +0.15 .08 .27 .61 .15
330.00 223.03 Alexanders ALX 6.4 34 279.35 –4.92 8.19 9.38 13.01 4.50
181.08 136.52 AlexandriaRlEst ARE 2.4 31 179.35 +3.70 6.01 2.53 2.76 1.09
45.49 13.80 AAR AIR ... cc 40.38 –0.27 .13 ... ... ... 17.86 12.45 AlgonquinPwr AQN 3.8 12 16.19 –0.05 1.38 .70 .79 .1551
33.48 16.80 ABB ABB 2.1 13 32.77 –0.61 2.45 ... 1.56 .6957 319.32 189.53 Alibaba BABA ... 27 232.08 –6.61 8.15 ... ... ... 33920
55.48 28.21 ABMIndustries ABM 1.4 79 53.52 +0.08 ... 3.18 ... .19 688.07 434.53 Alleghany Y ... 95 679.85 +1.64 7.04 39.96 59.50 ...
9.56 5.20 ACCO Brands ACCO 3.0 13 8.66 –0.19 .65 1.02 1.36 .065 23.43 6.21 AlleghenyTechs ATI ... dd 23.37 +1.32 –12.43 –.38 .63 ...
16.38 5.28 AcresCmclRlty ACR ... dd 15.35 –0.10 –19.33 .53 1.23 ... 139.73 89.83 Allegion ALLE 1.0 30 138.35 +5.34 3.41 5.21 5.66 .36
56.59 21.16 ADC Therap ADCT ... dd 23.25 –0.04 –3.77 –3.43 –2.40 ... 72.60 48.22 Allete ALE 3.5 21 71.04 +0.42 3.35 3.19 3.87 .63
17.21 5.19 ADT ADT 1.5 dd 9.26 –0.36 –.82 ... ... .035 121.28 35.13 AllianceData ADS .8 24 107.07 –2.71 4.46 11.75 13.53 .21 33775
12.41 9.90 AEA-Bridges IMPX.UT ... ... 10.27 –0.05 ... ... ... ... 42.93 19.63 AllianceBernstein AB 6.9 15 42.21 +2.09 2.88 3.33 3.67 .97
11.42 9.58 AEA-BridgesA IMPX ... ... 9.93 –0.01 ... ... ... ... 46.04 31.69 AllisonTransm ALSN 1.7 17 43.79 –1.01 2.62 3.84 4.88 .19
2.33 0.65 AEA-BridgesWt IMPX.WT ... ... .75 –0.21 ... ... ... ... 125.27 84.97 Allstate ALL 2.6 7 125.05 +2.85 17.31 12.49 12.47 .81 -123.04 -256.33 +316.01 -321.41 +227.59
68.21 28.87 AECOM ACM ... dd 67.35 +0.30 –1.16 2.71 3.02 ... 49.49 13.29 AllyFinancial ALLY 1.6 8 48.90 +1.19 2.88 6.40 6.24 .19 33630
29.07 11.00 AES AES 2.1 cc 28.30 –0.33 .07 1.55 1.68 .1505 17.39 2.68 AlphaMetal AMR ... dd 13.82 +0.12 –24.42 –2.69 3.86 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
53.71 30.32 Aflac AFL 2.5 8 53.37 –0.08 6.67 4.87 5.12 .33 20.19 10.34 AlpineIncmProp PINE 5.5 cc 18.33 +0.14 .11 ... ... .25
155.95 42.84 AGCO AGCO .4 27 153.72 +1.84 5.65 7.36 8.35 .16 14.35 4.00 AltaEquipment ALTG ... dd 14.33 +0.53 –.90 ... ... ...
7.89 1.74 AG Mortgage MITT 4.8 dd 3.78 –0.04 –12.24 .46 .40 .06 185.75 77.05 Alteryx AYX ... dd 85.33 –0.48 ... .02 .51 ...
3.16 1.29 AHBeloA AHC 7.4 dd 2.16 –0.09 ... .22 .28 .04 38.30 21.97 AlticeUSA ATUS ... 45 35.14 +0.74 ... 1.66 ... ...
20.36 1.91 AMC Ent AMC ... dd 10.16 +0.83 ... –3.34 –1.01 ... 13.07 9.86 AltimarAcqn ATAC.UT ... ... 10.25 +0.01 ... ... ... ... - Earnings - - Earnings -
80.80 36.65 AMN Healthcare AMN ... 54 79.93 +3.01 1.48 4.07 3.86 ... 12.07 9.64 AltimarAcqnA ATAC ... ... 9.90 –0.03 ... ... ... ... 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
16.53 4.26 AMTD Intl HKIB ... ... 7.10 +0.11 .55 2.40 .51 ... 3.78 0.97 AltimarAcqnWt ATAC.WT ... ... 1.52 +0.14 ... ... ... ... High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
2.69 0.65 ARC Document ARC 3.6 16 2.25 +0.03 .14 ... .10 .02 10.45 9.62 AltimarAcqnIIA ATMR ... ... 9.89 –0.03 ... ... ... ...
9.00 3.88 ASETech ASX 1.1 19 8.07 +0.12 .44 .59 .67 .1363 2.05 0.91 AltimarAcqnIIWt ATMR.WT ... ... 1.01 –0.02 ... ... ... ... 11.40 9.64 ApolloStratGrA APSG ... ... 9.89 –0.03 ... ... ... ... 10.00 9.73 AthenaTech ATHN.UT ... ... 9.98 –0.02 ... ... ... ...
109.86 38.29 ASGN ASGN ... 28 106.52 –2.88 3.76 ... ... ... 10.28 9.83 AltimarAcqnIII ATAQ.UT ... ... 10.03 –0.02 ... ... ... ... 2.93 0.93 ApolloStratGrWt APSG.WT ... ... 1.10 –0.05 ... ... ... ... 58.00 21.51 Athene ATH ... 8 57.79 +2.34 8.34 8.00 9.12 ...
33.24 26.35 AT&T T 6.6 dd 31.40 +1.45 –.75 ... ... .52 10.94 9.73 AltimarAcqnII ATMR.UT ... ... 10.08 –0.07 ... ... ... ... 10.96 9.73 ApolloStratGrII APGB.UT ... ... 10.05 –0.05 ... ... ... ... 76.86 20.25 Atkore ATKR ... 18 76.23 +3.33 3.10 5.86 5.04 ...
11.86 5.86 A10Networks ATEN ... 42 9.42 –0.12 .22 .52 .64 ... 15.21 10.20 AltimeterGrw2 AGCB ... ... 10.58 –0.37 ... ... ... ... 10.05 9.70 ApolloStratII A APGB ... ... 9.81 –0.09 ... ... ... ... 3.06 1.79 AtlanticPower AT ... 5 3.00 ... .77 .30 .11 ...
54.95 32.82 AXIS Capital AXS 3.1 dd 54.69 +1.11 –1.79 3.80 5.06 .42 52.59 35.02 Altria MO 7.3 20 47.39 –4.92 2.40 4.57 4.87 .86 1.66 0.91 ApolloStratII Wt APGB.WT ... ... 1.07 –0.08 ... ... ... ... 11.24 9.82 AtlStreetAcqn ASAQ.UT ... ... 10.07 –0.26 ... ... ... ...
49.64 26.35 Azek AZEK ... dd 49.45 +0.84 ... .71 1.00 ... 13.73 4.60 AlumofChina ACH ... 80 12.80 +0.60 ... .70 .83 ... 16.06 7.14 AppleHospREIT APLE .8 dd 15.27 +0.20 –.77 .03 .60 .01 10.65 9.55 AtlStreetAcqn ASAQ ... ... 9.82 –0.10 ... ... ... ...
56.74 26.04 AZZ AZZ 1.3 cc 52.35 +1.53 1.84 2.82 3.09 .17 17.71 9.90 AlussaEnergy ALUS.UT ... ... 10.64 –0.62 ... ... ... ... 96.78 45.95 AppliedIndlTechs AIT 1.4 dd 96.05 +1.24 .62 3.91 4.50 .33 ... ... AtlStreetAcqnWt ASAQ.WT ... ... .65 ... ... ... ... ...
31.00 16.20 Aaron's AAN 1.6 ... 25.78 +0.24 –7.85 1.99 2.29 .10 15.28 9.54 AlussaEnergyA ALUS ... dd 9.99 –0.02 ... ... ... ... 152.36 99.11 Aptargroup ATR 1.0 47 151.45 +3.37 3.21 4.05 4.55 .38 14.83 6.00 Atlas ATCO 3.5 28 14.12 –0.15 .52 1.35 1.27 .125
128.54 86.16 AbbottLabs ABT 1.5 39 123.31 –1.04 2.50 5.05 5.43 .45 4.62 0.47 AlussaEnergyWt ALUS.WT ... ... 1.67 –0.14 ... ... ... ... 160.14 57.26 Aptiv APTV ... 21 144.89 +3.84 6.66 ... 5.04 ... 20.91 9.93 AtlasCrestInvt ACIC.UT ... ... 10.29 –0.04 ... ... ... ...
113.41 79.11 AbbVie ABBV 4.7 39 111.38 +3.47 2.72 12.39 13.75 1.30 18.63 11.14 AmbacFin AMBC ... dd 17.13 –0.30 –9.47 –2.10 –2.25 ... 43.12 20.31 Aramark ARMK 1.1 dd 39.51 –0.13 –1.83 –.32 ... .11 18.60 9.73 AtlasCrestInvt ACIC ... ... 9.89 –0.03 ... ... ... ...
41.08 8.80 Abercrombie&Fitch ANF ... dd 39.48 –1.03 –1.82 ... 1.69 ... 6.77 3.24 AmbacFinWt AMBC.WT ... ... 4.50 +0.02 ... ... ... ... 17.31 5.67 ArborRealty ABR 7.6 13 17.27 +0.76 1.41 1.81 1.78 .33 6.44 1.08 AtlasCrestInvtWt ACIC.WT ... ... 1.37 +0.05 ... ... ... ...
21.56 9.10 AcadiaRealty AKR 2.9 dd 20.93 +0.70 –.10 ... –.32 .15 3.20 1.90 Ambev ABEV ... 22 2.92 +0.04 .14 .12 .14 ... 30.55 7.58 ArcelorMittal MT ... dd 30.55 +0.44 –.64 5.32 3.57 ... 11.25 9.82 AtlasCrestII ACII.UT ... ... 10.25 –0.09 ... ... ... ...
15.11 7.14 AccelEnt ACEL ... dd 12.33 +0.47 –.16 .48 .71 ... 12.40 8.29 Amcor AMCR 4.0 24 11.73 –0.22 .38 .72 .78 .1175 58.88 21.80 ArchResources ARCH ... dd 46.93 –1.90 –22.74 4.81 8.63 ... 10.37 9.46 AtlasCrestII A ACII ... ... 10.01 –0.08 ... ... ... ...
10.04 9.73 AccelerateAcqn AAQC.UT ... ... 9.92 –0.11 ... ... ... ... 86.90 66.33 Ameren AEE 2.6 24 84.78 +0.54 3.50 3.76 4.03 .55 59.94 33.01 ArcherDaniels ADM 2.5 19 59.41 –0.04 3.15 3.89 3.97 .37 1.25 0.78 AtlasCrestII Wt ACII.WT ... ... 1.02 +0.02 ... ... ... ...
293.28 172.57 Accenture ACN 1.2 35 291.74 +4.78 7.89 ... 9.40 .88 70.26 16.01 Ameresco AMRC ... 46 50.30 –0.42 ... 1.20 1.43 ... 10.80 3.85 Archrock AROC 6.3 dd 9.20 –0.20 –.46 .28 .44 .145 109.26 84.59 AtmosEnergy ATO 2.4 20 103.35 +1.53 4.89 5.05 5.39 .625
178.92 70.55 AcuityBrands AYI .3 27 178.14 +6.85 6.27 7.82 9.62 .13 15.24 10.74 AmericaMovil AMX 2.4 24 14.61 +0.10 ... ... ... .1771 31.85 7.79 Arconic ARNC ... dd 27.85 +0.15 –1.00 1.91 2.77 ... 23.49 17.00 Atotech ATC ... dd 23.34 +1.11 ... .52 .71 ...
47.68 23.53 Acushnet GOLF 1.5 34 43.92 +0.12 1.28 1.77 1.88 .165 15.87 10.41 AmericaMovil A AMOV 2.5 23 14.44 –0.02 ... 1.43 1.43 .1771 5.66 3.03 ArcosDorados ARCO .0 dd 5.15 –0.28 ... .15 .26 .03 6.35 0.95 Audacy AUD ... dd 4.90 –0.24 ... .39 1.02 ...
9.64 3.50 Adecoagro AGRO ... dd 8.80 –0.23 ... 1.02 ... ... 36.60 20.73 AmericanAssets AAT 3.3 74 34.34 +0.74 .46 .43 .93 .28 68.46 31.03 Arcosa ACA .3 29 63.38 –0.80 2.18 2.00 2.64 .05 19.68 3.71 AuroraCannabis ACB ... dd 8.35 +0.47 –25.28 ... ... ...
48.84 12.11 Adient ADNT ... dd 48.60 +3.30 –5.83 3.53 5.29 ... 12.92 3.42 AmericanAxle AXL ... dd 9.75 +0.21 –4.96 1.29 1.84 ... 10.56 9.84 ArctosNthStar ANAC.UT ... ... 9.99 –0.10 ... ... ... ... 1.40 0.95 AusterlitzI Wt AUS.WT ... ... .98 ... ... ... ... ...
10.60 9.79 AditEdTech ADEX.UT ... ... 9.96 –0.06 ... ... ... ... 46.30 25.43 AmCampus ACC 4.1 cc 45.72 +1.91 .51 .23 .41 .47 10.15 9.44 ArctosNorthA ANAC ... ... 9.86 –0.03 ... –.94 1.44 ... 10.66 9.81 AusterlitzAcqnI AUS.UT ... ... 10.23 –0.06 ... ... ... ...
9.92 9.44 AditEdTechA ADEX ... ... 9.75 –0.09 ... ... ... ... 38.28 6.54 AmerEagle AEO 1.5 dd 37.87 +3.39 –1.26 1.91 ... .1375 1.40 0.77 ArctosNorthWt ANAC.WT ... ... .77 –0.50 ... ... ... ... 10.10 9.90 AusterlitzI A AUS ... ... 9.93 –1.27 ... ... ... ...
0.90 0.42 AditEdTechAcqnWt ADEX.WT ... ... .51 ... ... ... ... ... 34.25 15.57 AmEqtyLf AEL 1.0 5 31.77 –0.16 6.90 3.37 4.85 .32 42.36 16.69 ArcusBiosci RCUS ... dd 35.77 +2.64 –2.24 ... ... ... 10.14 9.87 AusterlitzII A ASZ ... ... 9.92 ... ... ... ... ...
43.85 23.22 AdtalemGlbEduc ATGE ... 9 38.69 –1.33 –1.58 2.98 2.96 ... 151.46 76.00 AmerExpress AXP 1.2 38 144.33 –5.66 3.77 6.70 9.00 .43 28.33 10.58 Ardagh ARD 2.2 cc 27.88 +0.88 ... 1.78 ... .15 1.31 0.93 AusterlitzII Wt ASZ.WT ... ... 1.00 ... ... ... ... ...
202.54 114.00 AdvanceAuto AAP 2.0 28 199.75 +6.83 7.14 10.20 11.69 1.00 124.14 51.55 AmericanFin AFG 1.6 15 123.78 +4.36 8.20 ... ... .50 7.92 2.61 ArdmoreShipping ASC ... dd 3.78 –0.19 –.18 –.47 .51 ... 10.70 9.88 AusterlitzAcqnII ASZ.UT ... ... 10.16 –0.05 ... ... ... ...
117.89 34.65 AdvDrainageSys WMS .3 48 115.01 –1.99 –3.21 1.42 3.68 .09 35.94 22.00 AmHomes4Rent AMH 1.1 cc 35.66 +1.03 ... .25 ... .10 10.80 9.74 AresAcqn AAC.UT ... ... 10.01 –0.04 ... ... ... ... 147.67 72.38 Autohome ATHM 1.7 8 93.67 –0.22 16.53 ... 37.19 .87
10.20 9.86 AdvancedMerg AMPI.UT ... ... 10.02 –0.01 ... ... ... ... 49.00 22.47 AIG AIG 2.7 dd 47.34 +0.24 –6.88 4.34 ... .32 10.00 9.50 AresAcqnA AAC ... ... 9.81 –0.02 ... ... ... ... 106.12 52.93 Autoliv ALV ... 50 105.85 +8.28 2.14 6.57 8.39 ...
9.90 9.80 AdvMergerPtrsA AMPI ... ... 9.90 ... ... ... ... ... 14.00 6.12 AmRltyInv ARL ... 14 8.18 –0.54 .56 –4.46 –4.43 ... 1.29 0.75 AresAcqnWt AAC.WT ... ... 1.00 –0.06 ... ... ... ... 102.41 31.88 AutoNation AN ... 10 102.01 +4.80 4.30 9.92 9.45 ...
... ... AdvMergerPtrsWt AMPI.WT ... ... 1.50 ... ... ... ... ... 85.23 69.25 AmerStWater AWR 1.6 35 82.38 +1.67 2.33 2.39 2.54 .335 15.05 5.70 AresCommRealEst ACRE 9.2 23 14.36 –0.06 .66 1.41 1.47 .02 1524.98 982.30 AutoZone AZO ... 19 1471.35 –24.49 71.93 79.36 86.86 ...
30.43 8.93 AdvanSix ASIX ... 18 28.75 –0.36 1.64 2.74 3.29 ... 272.20 197.50 AmerTowerREIT AMT 1.8 67 254.04 +5.42 3.79 5.07 5.51 1.24 59.17 31.37 AresMgmt ARES 3.4 72 55.37 –0.52 .87 2.30 2.71 .47 185.37 82.01 Avalara AVLR ... dd 146.70 –1.63 –.61 ... ... ...
5.11 2.10 Aegon AEG 2.7 dd 4.51 –0.11 –.10 .63 .68 .0727 22.49 11.71 AmerVanguard AVD .4 40 20.05 –0.25 .51 ... ... .02 55.99 32.40 Argan AGX 2.0 34 50.75 –3.85 1.51 ... ... .25 195.46 131.38 Avalonbay AVB 3.3 33 193.88 +4.07 5.89 3.07 3.30 1.59
2.97 1.41 Aenza AENZ ... dd 1.75 –0.41 –.20 –.10 .13 ... 172.56 112.50 AmerWaterWorks AWK 1.4 41 159.36 –0.76 3.91 4.24 4.61 .55 55.24 25.00 ArgoGroup ARGO 2.4 dd 52.06 –1.07 –1.70 2.55 4.16 .31 56.20 38.78 Avangrid AGR 3.4 27 51.45 –1.25 1.88 ... ... .44
62.66 21.61 AerCap AER ... dd 58.87 –1.42 –2.34 5.45 7.03 ... 43.75 15.53 AmericanWell AMWL ... dd 18.73 +1.73 ... –.76 –.55 ... 326.60 192.96 AristaNetworks ANET ... 40 318.64 +1.97 7.99 10.06 11.29 ... 53.61 24.71 AvanosMedical AVNS ... dd 44.91 –0.07 –.57 1.17 1.62 ...
53.53 32.15 AerojetRocket AJRD .0 29 48.60 +0.07 1.66 1.97 2.10 5.00 11.00 10.05 AmericasTechAcqn ATA.UT ... ... 10.15 –0.03 ... ... ... ... 4.42 2.08 ArlingtonAsset AAIC ... dd 4.13 +0.06 –2.00 .26 .24 ... 12.60 9.85 AvantiAcqn AVAN.UT ... ... 10.30 –0.15 ... ... ... ...
21.83 8.57 AevaTech AEVA ... dd 9.66 –0.60 ... –.29 –.37 ... 10.30 9.82 AmericasTechA ATA ... ... 9.99 –0.03 ... ... ... ... 10.49 1.91 ArloTech ARLO ... dd 6.40 +0.15 –1.30 –.54 –.36 ... 11.40 9.54 AvantiAcqnA AVAN ... ... 9.87 –0.11 ... ... ... ...
7.96 0.40 AevaTechWt AEVA.WT ... ... 2.47 –0.38 ... ... ... ... 1.78 0.42 AmericasTechWt ATA.WT ... ... .50 –0.02 ... ... ... ... 14.32 6.40 ArmadaHoffler AHH 4.4 36 13.59 +0.03 .38 .45 .36 .15 2.97 0.61 AvantiAcqnWt AVAN.WT ... ... .93 –0.06 ... ... ... ...
159.38 56.80 AffiliatedMgrs AMG .0 36 158.14 +0.64 4.33 16.42 18.17 .01 41.29 27.77 AmericoldRealty COLD 2.2 cc 39.26 +0.02 .11 .46 .70 .22 12.53 6.39 ArmourRes ARR 9.8 3 12.20 –0.11 –3.57 1.18 1.27 .10 33.54 13.65 Avantor AVTR ... cc 33.18 +0.98 .09 1.18 1.33 ...
10.05 9.85 AfricanGoldAcqn AGAC.UT ... ... 10.00 –0.02 ... ... ... ... 250.00 103.74 Ameriprise AMP 1.7 21 249.14 +0.37 12.20 ... ... 1.04 6.96 1.40 ArmstrongFlooring AFI ... dd 5.47 +0.32 –2.90 –.79 –.70 ... 34.06 8.59 Avaya AVYA ... dd 28.96 –0.04 –7.45 4.40 3.52 ...
9.75 9.40 AfricanGoldA AGAC ... ... 9.69 ... ... ... ... ... 121.82 81.51 AmerisourceBrgn ABC 1.4 dd 121.65 +1.96 –16.65 8.56 9.14 .44 99.64 57.96 ArmstrongWorld AWI .8 dd 99.60 +2.00 –2.07 4.03 4.70 .21 202.91 98.84 AveryDennison AVY 1.3 31 202.16 +3.56 6.61 7.97 8.67 .68
0.88 0.42 AfricanGoldWt AGAC.WT ... ... .46 ... ... ... ... ... 135.61 75.22 Ametek AME .6 36 135.01 +2.16 3.77 4.33 ... .20 119.22 53.66 ArrowElec ARW ... 16 118.51 +0.65 7.43 10.53 11.32 ... 51.94 19.10 Avient AVNT 1.7 34 50.09 –0.39 1.45 2.45 2.88 .2125
137.12 73.42 AgilentTechs A .6 52 136.68 +2.10 2.30 3.90 4.37 .194 7.45 3.08 AmnealPharm AMRX ... 9 5.68 –0.21 .61 .77 .88 ... 57.65 22.63 ArtisanPtrsAsset APAM 5.6 17 54.97 –1.33 3.40 4.81 5.25 .31 49.14 32.26 Avista AVA 3.6 25 46.57 –0.67 1.90 ... 2.30 .4225
16.49 1.40 Agiliti AGTI ... ... 16.40 +5.89 ... ... ... ... 8.81 2.70 Ampco-Pitt AP ... 12 6.95 +0.03 .54 ... .46 ... 43.72 20.57 Asana ASAN ... dd 33.21 –0.33 ... –1.04 –.95 ... 32.69 17.95 AxaltaCoating AXTA ... 63 32.51 +0.87 .52 1.90 ... ...
34.14 26.50 agilon health AGL ... ... 31.40 +1.40 ... ... ... ... 69.10 40.08 Amphenol APH .8 35 68.80 +0.32 1.96 2.16 2.41 .145 216.88 54.39 AsburyAutomotive ABG ... 16 211.33 +3.12 13.18 14.92 15.41 ... 54.36 16.94 AxosFinancial AX ... 13 45.88 –0.84 2.98 ... 3.56 ...
89.23 54.66 AgnicoEagle AEM 2.1 32 66.11 +1.53 2.12 ... ... .35 4.15 0.62 AmplifyEnergy AMPY ... dd 2.42 –0.08 –12.34 .34 –.18 ... 12.99 10.00 AscendantDigital ACND.UT ... ... 10.46 –0.03 ... ... ... ... 25.84 5.60 Azul AZUL ... dd 21.34 +1.03 –18.42 –13.97 –2.15 ...
72.68 54.94 AgreeRealty ADC 3.7 41 71.11 +2.46 1.74 1.84 1.94 .217 11.80 4.00 Amrep AXR ... dd 10.50 –0.01 –.73 .40 .76 ... 11.32 9.57 AscendantDigA ACND ... ... 9.96 +0.08 .01 ... ... ... 53.60 13.50 AzurePowerGlbl AZRE ... dd 26.10 +0.31 –.74 ... .12 ...
52.96 19.74 AirLease AL 1.4 11 47.24 –1.30 4.39 4.54 5.75 .16 86.17 36.49 Anaplan PLAN ... dd 62.01 +1.50 –1.10 –.32 –.16 ... 2.74 0.93 AscendantDigWt ACND.WT ... ... 1.10 –0.15 ... ... ... ...
B
327.89 212.23 AirProducts APD 2.1 34 290.30 +2.82 8.49 9.02 10.41 1.50 38.50 19.55 AngloGoldAsh AU ... 9 21.50 –0.94 2.26 2.52 2.76 ... 18.80 1.27 AshfordHosp AHT ... dd 1.88 –0.04 –33.00 –3.01 –2.30 ...
15.19 9.96 AjaxI AJAX.UT ... ... 10.43 –0.07 ... ... ... ... 72.41 37.93 AB InBev BUD 1.2 dd 70.45 +2.31 ... 2.98 3.53 .5669 92.97 55.41 AshlandGlobal ASH 1.2 dd 92.67 +1.93 –8.39 5.11 5.80 .275
13.85 9.85 AjaxI AJAX ... ... 10.00 –0.03 ... ... ... ... 9.02 5.48 AnnalyCap NLY 9.9 dd 8.90 +0.04 –.73 ... ... .22 26.98 5.32 AspenAerogels ASPN ... dd 18.59 +0.22 –.83 –.81 –.41 ...
4.82 1.35 AjaxIWt AJAX.WT ... ... 1.70 –0.08 ... ... ... ... 9.69 3.37 AnteroMidstream AM 10.0 dd 8.98 +0.28 –.26 .85 .84 .225 12.39 9.85 AspirCnsUn ASPL.UT ... ... 10.52 +0.10 ... ... ... ... 47.84 18.53 B&G Foods BGS 6.4 15 29.83 –0.24 2.04 2.25 2.33 .475
164.96 81.69 AlamoGroup ALG .4 33 159.24 +0.20 4.78 6.93 ... .14 10.94 1.97 AnteroResources AR ... dd 9.00 –0.36 –4.65 1.29 .45 ... 11.75 9.65 AspirCnsA ASPL ... ... 10.01 +0.03 ... ... ... ... 46.88 37.73 BCE BCE 5.9 25 46.59 +0.13 2.06 2.46 2.66 .6816
11.58 7.02 AlamosGold AGI ... 24 8.60 –0.21 .37 .58 .67 ... 386.78 244.10 Anthem ANTM 1.2 21 381.95 +6.33 17.98 25.04 28.37 1.13 2.58 0.73 AspirCnsWt ASPL.WT ... ... 1.65 +0.30 ... ... ... ... 5.79 1.22 BEST BEST ... dd 1.48 +0.10 ... –.72 .66 ...
74.25 23.39 AlaskaAir ALK ... dd 69.21 –0.12 –10.72 –3.18 5.07 ... 240.02 167.45 Aon AON .8 27 230.89 –8.23 8.45 10.97 12.24 .51 29.45 20.63 AssetMarkFin AMK ... dd 22.35 –0.09 –.12 1.32 ... ... 16.91 7.27 BGSF BGSF 2.8 cc 14.18 +0.85 .14 1.47 1.30 .10
89.80 45.93 AlbanyIntl AIN .9 29 87.91 –0.07 ... ... ... .20 46.98 35.99 AptIncmREIT AIRC 3.7 ... 45.91 +1.46 –.85 –.33 –.17 .43 23.95 11.13 AssociatedBanc ASB 3.4 11 21.40 –0.68 1.86 1.71 1.54 .18 81.82 38.32 BHP Group BHP 4.2 27 74.68 +0.93 ... 6.23 ... 2.02
188.35 55.75 Albemarle ALB 1.0 46 161.23 +9.20 3.52 3.58 ... .39 6.76 3.28 ApartmtInv AIV 24.6 5 6.67 +0.29 –.03 –.01 .02 .9831 45.22 30.21 AssocCapital AC .6 41 34.82 +1.70 ... ... ... .10 67.03 31.69 BHP Group BBL 5.0 22 61.93 ... ... ... ... 2.02
20.89 12.91 Albertsons ACI 2.1 10 19.18 –0.82 ... 3.14 1.86 .10 22.37 8.55 APi Group APG ... dd 21.44 –0.61 ... 1.17 1.30 ... 156.25 83.89 Assurant AIZ 1.7 23 155.79 +3.29 6.99 ... ... .66 35.00 2.51 BitMining BTCM ... dd 15.17 –0.61 ... ... ... ...
36.54 6.38 Alcoa AA ... dd 34.71 –0.92 –.91 3.95 3.47 ... 15.29 6.29 ApolloComRlEst ARI 9.3 cc 15.11 +0.16 .01 ... ... .35 48.03 18.45 AssuredGuaranty AGO 1.8 11 47.80 +2.15 4.22 2.79 3.19 .22 50.18 25.50 BJ'sWholesale BJ ... 15 43.98 –1.22 3.03 2.66 2.93 ...
76.26 49.74 Alcon ALC ... dd 75.80 +1.62 –1.09 1.94 2.36 ... 55.39 35.02 ApolloGlbMgmt APO 4.5 cc 53.19 +1.62 .44 2.75 3.69 .60 34.42 1.73 AtHomeGroup HOME ... dd 31.31 +1.28 –2.32 1.61 1.85 ... 10.22 9.82 BoaAcqn BOAS.UT ... ... 9.92 –0.05 ... ... ... ...
10.10 9.94 AldelFin ADF.UT ... ... 10.04 +0.02 ... ... ... ... 12.31 9.90 ApolloStratGr APSG.UT ... ... 10.21 –0.13 ... ... ... ... 25.26 3.78 Atento ATTO ... dd 23.10 –0.52 –3.32 .93 1.69 ... 9.91 9.61 BoaAcqnA BOAS ... ... 9.71 –0.12 ... ... ... ...

The Week’s Statistics

Barron's 50-Stock Average ............. 35
Cash Track ..................................... 28
Charting the Market ......................
Closed-End Funds.......................... 32
Coming Earnings ........................... 36
Conference Call Calendar............... 37
Delta Tactical Sentiment ................ 35
Distributions & Offerings ............... 35
Dividend Boosts - Reductions......... 39
Dividend Ex-Payment Dates ........... 39 Gold & Silver Prices......................... 38 N.Y. Stock Exchange ...................... 13 Stock Volume ................................ 35
DJ Averages ................................... 34 Gold Mining Index ......................... 38 Nasdaq National Market................ 19 Top Savings Deposit Yields............. 33
9 DJ U.S. Total Market Industry Groups 36 Indexes P/Es & Yields ...................... 35 New Corporate Listings ................. 39 Trading Diary ................................. 34
Dow Jones Averages ...................... 24 Initial Public Offerings.................... 36 New Highs & Lows ......................... 37 Vital Signs...................................... 2
Dow Jones Per Share Values ........... 35 Investor Sentiment Readings ......... 38 NYSE Half-Hourly Volume .............. 36 Week In Stocks............................... 35
Exchange Traded Portfolios ........... 24 Key Foreign Market Indexes ........... 27 Other Market Indexes .................... 34 Weekly Bond Statistics................... 38
Federal Reserve Data Bank ............. 38 Market Lab .................................... 34 Pulse of the Economy..................... 36 Winners & Losers Stocks ................ 10
Foreign Exchange .......................... 38 Money Rates, U.S. & Foreign .......... 38 SEC Form 144 Filings ...................... 35 For statistical queries please contact the
Global Stock Markets..................... 27 Mutual Funds ................................ 28 Stock Splits - Special Dividends ...... 39 Statistics Team: 609-520-4799
or email: barronsstats@barrons.com
M14 BARRON’S April 26, 2021

New York Stock Exchange Composite List

- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
0.75 0.50 BoaAcqnWt BOAS.WT ... ... .56 –0.05 ... ... ... ... 83.01 54.29 Brown-Forman A BF.A 1.0 39 73.20 +3.93 ... 1.72 1.86 .1795 7.75 3.35 CentraisElBras EBR ... 9 6.86 +0.55 .79 1.02 ... ... 10.60 9.63 ConcordAcqnA CND ... ... 9.76 –0.15 ... ... ... ...
13.62 9.30 BP Midstream BPMP 10.6 8 13.17 +0.38 1.56 1.57 1.71 .3475 83.40 60.08 Brown-Forman B BF.B .9 41 77.10 +2.84 ... 1.72 1.89 .1795 27.84 12.68 CentralPacFin CPF 3.4 21 27.30 –0.15 1.32 1.74 1.71 .23 1.80 0.69 ConcordAcqnWt CND.WT ... ... .77 –0.13 ... ... ... ...
28.57 14.74 BP BP 6.3 dd 24.52 –0.66 –6.07 2.26 2.86 .315 107.85 41.19 Brunswick BC 1.0 22 104.52 –0.55 4.68 6.43 7.20 .27 3.21 1.99 CentralPuerto CEPU ... 2 2.09 –0.07 .65 1.08 .79 ... 5.89 1.13 ConcordMed CCM ... dd 3.61 –0.38 ... .07 .27 ...
5.19 1.26 BP Prudhoe BPT ... 8 3.26 –0.06 ... 4.22 4.98 ... 44.19 12.76 Buckle BKE 2.8 17 43.73 +0.88 2.66 2.64 2.95 .33 68.93 15.02 CenturyComm CCS ... 10 63.77 –3.82 6.13 8.48 ... ... 136.30 60.65 Conmed CNMD .6 cc 132.99 +2.78 .32 2.94 3.60 .20
4.84 2.85 BRF BRFS ... 14 4.33 +0.07 .33 .20 .29 ... 14.32 6.89 Buenaventura BVN ... dd 10.16 –0.53 –.53 .91 1.09 ... 12.48 9.90 CerberusTele CTAC.UT ... ... 10.18 –0.04 ... ... ... ... 61.14 27.53 ConocoPhillips COP 3.5 dd 49.72 –1.37 –2.51 2.89 3.29 .43
21.70 8.47 BRT Apartments BRT 4.9 dd 17.99 +0.29 –1.16 –1.00 –.86 .22 9.15 1.65 Build-A-Bear BBW ... dd 8.13 +0.02 –1.54 .23 .14 ... 11.24 9.72 CerberusTeleA CTAC ... ... 9.93 +0.03 ... ... ... ... 85.95 65.56 ConEd ED 4.0 24 77.45 –0.76 3.28 ... ... .775
68.67 49.60 BWX Tech BWXT 1.2 23 67.37 –0.65 2.91 3.15 3.44 .21 10.10 9.64 BuildAcqn BGSX.UT ... ... 9.99 –0.02 ... ... ... ... 3.00 0.65 CerberusTeleWt CTAC.WT ... ... 1.00 ... ... ... ... ... 1.04 0.56 ConstellationI Wt CSTA.WT ... ... .74 –0.10 ... ... ... ...
9.90 0.88 Babcock&Wilcox BW ... 58 7.94 +0.50 –.21 .08 .47 ... 85.18 32.68 Bunge BG 2.4 11 85.10 +1.48 7.71 ... 6.43 .50 111.93 51.25 CeridianHCM CDAY ... dd 94.22 +0.28 –.03 .43 .64 ... 10.81 9.70 ConstellationI CSTA.UT ... ... 9.94 –0.15 ... ... ... ...
111.77 52.49 BadgerMeter BMI .7 56 97.54 +1.69 1.69 1.90 2.05 .18 11.73 5.05 BurfordCapital BUR ... 15 11.46 +1.31 .78 ... ... ... 28.94 8.55 ChannelAdvisor ECOM ... 38 23.92 –0.81 .63 .83 1.04 ... 10.10 9.50 ConstellationI A CSTA ... ... 9.71 –0.39 ... ... ... ...
25.64 12.13 BakerHughes BKR 3.6 dd 20.01 –0.09 –14.73 ... ... .18 330.50 155.03 BurlingtonStrs BURL ... dd 328.04 +3.31 –3.28 7.04 9.29 ... 6.54 1.32 CharahSolutions CHRA ... dd 6.22 +0.11 –2.02 –.06 –.09 ... 243.44 151.53 ConstBrands A STZ 1.3 26 240.58 +1.72 10.23 10.07 11.66 .76
102.76 59.79 Ball BLL .6 53 93.98 +2.97 1.76 3.43 3.97 .15 29.13 9.34 ButterflyNtwk BFLY ... dd 14.30 –0.69 ... ... ... ... 49.48 9.73 ChargePoint CHPT ... dd 24.38 +2.11 .02 –.42 –.31 ... 255.00 154.65 ConstBrands B STZ.B 1.2 29 238.00 +15.35 9.42 10.07 11.67 .69
75.92 12.50 Bally's BALY ... dd 59.08 +0.30 –.18 1.67 3.05 ... 16.66 0.77 ButterflyNtwkWt BFLY.WT ... ... 4.99 –0.66 ... ... ... ... 24.60 0.60 ChargePointWt CHPT.WT ... ... 12.80 +1.82 ... ... ... ... 17.08 5.70 Constellium CSTM ... dd 15.79 +0.12 –.17 .77 1.37 ...
21.40 8.10 BancCalifornia BANC 1.4 57 17.54 –0.70 –.02 ... 1.46 .06 22.50 8.69 BylineBancorp BY 1.1 23 22.40 +0.41 .96 1.38 1.33 .06 336.56 133.57 CharlesRiverLabs CRL ... 46 334.34 +10.96 7.20 9.24 10.42 ... 19.31 1.87 ContainerStore TCS ... 21 15.47 +0.30 .30 1.09 ... ...
5.09 2.10 BancoBBVA BBAR ... 3 2.55 –0.10 .83 .63 .95 ... 166.14 28.99 ChartIndustries GTLS ... 51 152.79 +7.09 8.45 3.90 5.28 ... 32.39 11.09 ContinentalRscs CLR ... dd 25.71 –1.20 –1.65 1.61 .91 ...
5.86
4.45
2.49
2.35
BancoBilbaoViz
BancoBradesco
BBVA
BBDO
.0
2.1
21
12
5.26
3.82
–0.01
+0.07
.16
...
.53
...
.60
...
.0697
.003 C 14.95
5.00
4.59
1.64
ChathamLodging
CheetahMobile
CLDT
CMCM
...
.0
dd
5
13.51
2.19
–0.06
+0.13
–1.62
...
–.66
1.93
.50
1.18
...
1.42
16.78
414.37
3.63
268.92
Volaris
Cooper
VLRS
COO
...
.0
dd
9
16.22
411.31
+0.65
+11.79
...
4.81
–.37
...
12.03
14.48
...
.03
25.12 14.76 BancodeChile BCH 1.6 20 23.30 –1.34 1.16 1.55 1.77 .3844 115.21 37.92 Chegg CHGG ... dd 92.03 –0.17 –.05 1.64 2.04 ... 47.85 8.25 Cooper-Standard CPS ... dd 31.45 –0.88 –15.82 –.45 1.45 ...
16.92 10.09 Bladex BLX 6.8 9 14.65 –0.19 ... 1.77 2.23 .25 266.31 190.16 CACI Intl CACI ... 16 254.47 –5.98 12.61 17.27 ... ... 560.00 411.81 Chemed CHE .3 24 467.81 –11.95 19.48 17.26 18.87 .34 59.02 18.95 CooperT&R CTB .7 20 57.62 +0.53 2.83 3.96 4.36 .105
26.79 11.45 BancoMacro BMA ... 2 12.54 –0.46 ... 4.51 7.14 ... 50.21 13.64 CAI Intl CAI 2.5 41 42.75 –1.64 1.06 6.97 7.61 .30 30.95 10.29 Chemours CC 3.3 23 30.00 –0.12 1.32 ... ... .25 7.45 1.95 CooTekCayman CTK ... dd 2.38 +0.32 ... –.27 .30 ...
8.95 3.69 BancSanBrasil BSBR 2.4 ... 6.99 –0.01 ... .74 .80 .0254 7.18 2.64 CBD Pao CBD 1.6 15 6.88 +0.36 1.58 ... ... .1052 11.04 6.06 CherryHillMtg CHMI 11.0 dd 9.84 +0.31 –3.67 1.30 1.34 .27 94.91 35.16 Copa CPA ... dd 81.15 –0.90 ... –2.64 5.31 ...
26.15 13.31 BcoSantChile BSAC 4.4 17 23.43 –2.21 1.39 1.67 1.89 .9285 34.13 20.24 CBIZ CBZ ... 24 33.68 –0.02 1.41 1.56 1.72 ... 122.72 72.89 ChesapeakeUtil CPK 1.4 29 121.93 +1.81 4.26 4.55 4.89 .44 41.99 13.43 CoreLabs CLB .1 66 27.82 +0.29 –2.20 .88 1.27 .01
5.79 2.52 BcoSantMex BSMX ... 9 5.66 –0.04 ... .65 .77 ... 11.33 9.60 CBRE Acqn CBAH.UT ... ... 10.25 –0.13 ... ... ... ... 112.70 65.16 Chevron CVX 5.1 dd 101.55 –1.41 –2.96 ... 6.38 1.29 14.44 5.76 CoreCivic CXW ... 18 8.18 –0.43 .45 ... 1.49 ...
3.70 1.71 BancoSantander SAN ... dd 3.43 –0.03 –.61 .36 .45 ... 11.00 9.32 CBRE Acqn A CBAH ... ... 9.95 –0.03 ... ... ... ... 120.00 36.65 Chewy CHWY ... dd 80.59 –3.56 ... .02 .28 ... 90.70 35.48 CoreLogic CLGX 1.7 21 79.90 +0.02 3.74 4.31 4.21 .33
42.00 21.54 BanColombia CIB 3.5 cc 31.62 –2.23 ... 1.87 3.48 .071 2.60 0.87 CBRE Acqn Wt CBAH.WT ... ... .99 –0.03 ... ... ... ... 4.12 0.91 Chico'sFas CHS ... dd 2.98 –0.05 –3.11 –.32 .23 ... 17.68 3.56 CorEnergyInfr CORR 3.2 dd 6.21 –0.24 –23.09 .26 .93 .05
35.59 17.21 BancorpSouth BXS 2.5 11 30.38 –0.78 2.12 .90 ... .19 83.34 33.03 CBRE Group CBRE ... 37 82.90 +1.08 2.22 3.66 4.17 ... 13.09 7.02 ChimeraInvt CIM 9.4 dd 12.72 –0.11 .07 1.27 1.31 .30 10.28 3.00 CorePoint CPLG ... dd 9.67 +0.09 –3.14 –2.88 –1.91 ...
40.38 20.10 BankofAmerica BAC 1.8 17 39.18 +0.03 1.87 ... ... .18 12.00 9.95 CCNeubergerII PRPB.UT ... ... 10.33 –0.02 ... ... ... ... 26.19 16.67 ChinaEastrnAir CEA ... dd 22.73 –0.48 ... ... ... ... 141.50 107.23 Coresite COR 3.9 64 125.48 +1.14 1.95 1.86 2.15 1.23
41.36 17.74 BankofButterfield NTB 4.5 13 38.96 +0.32 2.91 ... 3.51 .44 11.37 9.71 CCNeubergerII PRPB ... ... 9.99 –0.04 ... ... ... ... 17.73 1.77 ChinaGreenAg CGA ... dd 13.45 +0.30 –24.33 ... ... ... 15.62 3.60 CornerstoneBldg CNR ... dd 13.91 +0.02 –3.84 .82 1.04 ...
99.10 48.77 BankofHawaii BOH 2.9 24 90.93 –0.79 3.86 4.86 5.15 .67 3.08 1.01 CCNeubergerIIWt PRPB.WT ... ... 1.18 –0.10 ... ... ... ... 13.63 9.05 ChinaLifeIns LFC 4.3 8 10.22 –0.02 ... ... ... .5158 46.63 18.82 Corning GLW 2.1 97 46.25 +0.45 .54 2.03 2.34 .24
93.22 43.26 BankofMontreal BMO 3.6 15 92.96 +1.18 5.62 8.53 8.66 .8469 10.84 9.91 CCNeubergerIII PRPC.UT ... ... 10.02 –0.06 ... ... ... ... 31.00 18.00 ChinaOnlineEduc COE ... 22 20.65 –0.60 ... .03 4.34 ... 5.59 1.72 CorpAmAirports CAAP ... dd 4.83 +0.03 –1.58 ... ... ...
49.13 31.24 BankNY Mellon BK 2.6 13 47.60 +1.53 3.83 4.05 4.54 .31 10.10 9.70 CCNeubergerIII A PRPC ... ... 9.83 –0.16 ... ... ... ... 58.40 38.18 ChinaPetrol SNP 5.3 11 50.81 –3.90 ... 7.17 7.57 1.9844 28.50 20.93 CorpOfficeProp OFC 3.9 32 27.95 +0.31 .87 .88 1.12 .275
64.38 34.73 BkNovaScotia BNS 4.5 16 62.52 +0.44 4.03 5.64 ... .7159 1.25 0.85 CCNeubergerIII Wt PRPC.WT ... ... 1.14 ... ... ... ... ... 39.96 20.26 ChinaSoAirlines ZNH ... dd 35.41 –0.59 ... ... 2.71 ... 48.92 22.38 Corteva CTVA 1.1 54 48.63 +1.13 .91 1.92 2.29 .13
50.71 13.47 BankUnited BKU 2.0 22 45.89 +1.66 2.06 3.42 3.55 .23 51.24 23.05 CF Industries CF 2.5 32 47.32 +0.01 1.47 2.65 2.26 .30 20.49 11.03 ChinaYuchai CYD 5.4 8 15.74 +0.08 1.95 18.36 19.10 .85 17.43 14.99 Cosan CSAN ... 39 16.34 +0.50 .43 ... ... ...
10.57 4.34 Barclays BCS .5 ... 10.12 –0.38 .45 1.03 1.28 .0555 87.31 58.60 CGI GIB ... 26 85.24 –1.79 ... 4.23 4.57 ... 1579.52 856.50 Chipotle CMG ... cc 1468.53 –66.51 12.52 24.21 32.00 ... 10.65 4.01 Costamare CMRE 4.1 dd 9.72 –0.32 –.18 1.90 1.93 .10
10.39 6.21 BaringsBDC BBDC 7.4 51 10.27 –0.06 .17 .85 .89 .19 15.86 9.76 CI Financial CIXX 3.6 9 15.53 +0.04 1.66 ... ... .1417 114.83 66.00 ChoiceHotels CHH ... 83 112.33 –0.09 1.35 3.21 4.18 ... 10.16 2.65 Coty COTY ... dd 9.91 +0.91 –1.33 .09 .41 ...
9.54 1.25 Barnes&NobleEduc BNED ... dd 7.58 +0.48 –.80 –2.03 –.47 ... 55.05 12.31 CIT Group CIT 2.6 dd 54.56 +1.74 –6.57 ... ... .35 179.01 93.10 Chubb CB 1.8 22 169.26 +6.49 7.79 ... ... .78 69.00 41.41 Coupang CPNG ... ... 45.56 –0.34 ... –.44 –.32 ...
57.64 30.71 BarnesGroup B 1.3 41 50.58 –0.19 1.24 1.80 2.37 .16 14.10 9.75 CITICCapAcqn CCAC.UT ... ... 10.67 +0.07 ... ... ... ... 41.13 36.13 ChunghwaTel CHT 5.4 28 40.94 +0.47 1.46 1.49 1.53 1.4187 62.53 37.80 Coursera COUR ... dd 46.37 +0.39 ... ... ... ...
31.22 18.64 BarrickGold GOLD 1.5 17 22.21 –0.02 1.31 1.25 1.34 .09 12.21 9.51 CITICCapAcqnA CCAC ... cc 9.99 –0.03 .07 ... ... ... 98.96 67.08 Church&Dwight CHD 1.2 28 87.56 –0.38 3.12 3.03 3.27 .2525 38.15 22.99 CousinsProperties CUZ 3.4 53 36.18 +0.16 1.60 ... ... .31
34.80 14.86 BauschHealth BHC ... dd 29.65 –0.38 –1.58 4.43 4.96 ... 3.55 0.30 CITICCapAcqnWt CCAC.WT ... ... 1.09 ... ... ... ... ... 6.21 1.29 ChurchillV Wt CCV.WT ... ... 1.45 +0.03 ... ... ... ... 15.56 6.77 Covanta CVA 2.3 dd 13.67 –0.14 –.21 .05 .15 .08
94.01 74.79 BaxterIntl BAX 1.1 41 87.87 +1.31 2.13 3.40 3.98 .245 67.98 52.35 CMS Energy CMS 2.7 24 64.13 +0.05 2.64 2.86 3.06 .435 13.56 10.07 ChurchillCapII CCX.UT ... ... 10.25 –0.30 ... ... ... ... 96.35 44.23 Crane CR 1.8 31 95.33 +0.88 3.08 ... ... .43
22.41 5.20 BeazerHomes BZH ... 10 19.87 –1.51 1.74 2.52 2.41 ... 47.69 25.18 CNA Fin CNA 3.2 19 47.34 +0.58 2.53 3.99 4.31 .75 11.99 9.92 ChurchillCapIIA CCX ... cc 10.01 +0.01 ... ... ... ... 11.06 5.43 Crawford A CRD.A 2.4 19 10.16 –0.48 .54 .68 .75 .06
284.97 219.50 BectonDicknsn BDX 1.3 49 255.85 –5.09 2.71 12.86 ... .83 16.14 5.26 CNH Indl CNHI .0 dd 15.43 –0.54 –.36 .83 1.03 .131 3.39 1.01 ChurchillCapIIWt CCX.WT ... ... 1.25 –0.19 ... ... ... ... 10.67 4.95 Crawford B CRD.B 2.5 18 9.66 –0.24 .52 .68 .73 .06
54.80 26.48 Belden BDC .5 dd 43.87 +0.15 –1.23 3.15 3.63 .05 26.64 11.64 CNO Financial CNO 1.9 12 25.55 –0.12 2.11 2.14 2.22 .12 64.86 9.60 ChurchillCapIV CCIV ... ... 20.55 +1.03 ... ... ... ... 172.12 110.47 Credicorp BAP ... cc 120.16 –20.88 1.25 39.44 53.30 ...
26.53 15.86 BellRingBrands BRBR ... 40 25.52 +0.52 .60 ... .97 ... 15.89 7.97 CNX Resources CNX ... dd 13.57 –0.15 –2.43 1.02 1.06 ... 73.63 8.90 ChurchillCapIV CCIV.UT ... ... 22.24 +0.99 ... ... ... ... 14.95 7.33 CreditSuisse CS 1.0 10 10.45 –0.40 1.16 .68 1.67 .0542
32.56 18.24 BenchmarkElec BHE 2.1 80 30.41 –0.07 .38 1.19 1.41 .16 12.50 3.66 CONSOL Energy CEIX ... dd 9.08 –0.43 –.37 .21 .21 ... 43.98 0.93 ChurchillCapIVWt CCIV.WT ... ... 8.77 +0.42 ... ... ... ... 4.66 0.98 CrescentPoint CPG .2 dd 3.63 –0.21 –3.55 .55 .53 .002
81.78 45.25 Berkley WRB .6 20 81.36 +1.45 2.81 3.87 ... .12 48.76 26.56 CRH CRH 2.4 33 47.73 –0.90 1.44 ... ... .93 13.75 10.06 ChurchillCapCorp.V CCV.UT ... ... 10.35 +0.02 ... ... ... ... 29.93 8.47 CrestwoodEquity CEQP 8.4 dd 29.69 +1.97 ... .86 .44 .625
410748 250926 BerkHathwy A BRK.A ... 15 408840 –410.00 26668 ... ... ... 56.90 33.41 CTO Realty CTO 7.7 3 52.07 –0.96 16.69 3.02 1.25 1.00 13.88 9.70 ChurchillCapV A CCV ... ... 10.00 +0.02 ... ... ... ... 8.98 5.23 CrestwoodEqUn CEQP.PR 9.4 ... 8.94 +0.04 ... ... ... .2111
272.97 167.04 BerkHathwy B BRK.B ... 15 271.98 –0.13 17.78 ... ... ... 37.26 18.17 CTS CTS .5 29 31.19 +0.51 1.06 1.53 1.65 .04 12.97 9.90 ChurchillCapVI CCVI.UT ... ... 10.17 –0.04 ... ... ... ... 10.58 5.16 CrossTimbers CRT 7.0 12 9.49 +0.81 .78 ... ... .0965
24.86 8.55 BerkshireHills BHLB 2.1 dd 22.73 +0.39 –10.60 1.04 1.33 .12 183.90 58.80 C3.ai AI ... ... 69.33 +2.54 ... –.53 –1.04 ... 10.17 9.81 ChurchillVI A CCVI ... ... 9.95 +0.02 ... ... ... ... 20.17 10.65 CrossAmerPtrs CAPL 10.4 7 20.17 +0.43 2.87 .78 .94 .525
63.68 36.12 BerryGlobal BERY ... 13 62.48 –0.32 4.14 5.41 6.01 ... 20.81 5.33 Curo CURO 1.6 8 13.39 –0.16 1.80 1.52 3.04 .055 1.97 1.10 ChurchillVI Wt CCVI.WT ... ... 1.26 –0.05 ... ... ... ... 188.13 146.15 CrownCastle CCI 2.8 83 187.18 +7.56 2.35 ... 2.94 1.33
124.89 69.73 BestBuy BBY 2.4 17 117.74 –2.13 6.84 7.26 8.03 .70 27.02 9.81 CVR Energy CVI .0 dd 19.26 +0.23 –2.54 –1.44 1.29 .40 11.50 9.74 ChurchillCapVII CVII.UT ... ... 10.05 –0.02 ... ... ... ... 111.67 55.85 CrownHoldings CCK .7 21 109.61 +0.52 4.30 6.86 7.24 .20
72.27 19.91 BigLots BIG 1.8 4 65.98 –2.52 16.11 5.69 6.39 .30 49.90 5.75 CVR Partners UAN ... dd 47.12 +0.92 –8.77 –7.80 –4.00 ... 10.00 9.75 ChurchillVII A CVII ... ... 9.80 –0.01 ... ... ... ... 10.50 9.74 CrownPropTech CPTK.UT ... ... 9.98 –0.02 ... ... ... ...
795.00 251.00 BiglariA BH.A ... dd 682.90 –1.10 ... –12.31 –5.29 ... 77.44 55.36 CVS Health CVS 2.6 14 76.05 +0.17 5.46 7.53 8.10 .50 1.90 1.02 ChurchillVII Wt CVII.WT ... ... 1.14 –0.01 ... ... ... ... 9.95 9.55 CrownPropA CPTK ... ... 9.72 –0.13 ... ... ... ...
155.00 48.63 BiglariB BH ... dd 132.31 –1.70 ... –12.31 –5.29 ... 2326.80 1687.00 CableOne CABO .5 36 1846.14 +35.15 51.27 45.39 53.45 2.50 61.52 38.03 Ciena CIEN ... 24 54.46 –2.41 2.32 2.67 3.11 ... 1.19 0.60 CrownPropWt CPTK.WT ... ... .75 +0.02 ... ... ... ...
195.95 45.68 Bill.com BILL ... dd 159.99 –0.74 –.70 ... ... ... 55.59 26.95 Cabot CBT 2.5 dd 55.40 +0.65 –4.21 4.07 4.37 .35 256.74 158.84 Cigna CI 1.6 11 251.80 –0.77 22.96 20.27 ... 1.00 14.39 9.97 CrucibleAcqn CRU.UT ... ... 10.24 –0.18 ... ... ... ...
100.77 42.74 BiohavenPharm BHVN ... dd 74.83 +0.43 –13.06 –10.49 –6.41 ... 22.67 15.76 CabotOil COG 2.5 32 16.12 –0.44 .50 ... ... .10 69.35 21.14 CimarexEnergy XEC 1.7 dd 62.62 +0.05 –19.73 7.37 8.47 .27 11.10 9.62 CrucibleAcqnA CRU ... ... 9.91 –0.07 .76 –.45 .78 ...
689.00 414.26 Bio-RadLab A BIO ... 5 640.42 +14.30 ... 11.63 12.26 ... 39.07 13.56 Cactus WHD 1.3 46 28.71 –0.42 .72 ... ... .09 15.46 14.62 CincinnatiBell CBB ... dd 15.42 ... –1.30 –.40 –.16 ... 3.30 0.90 CrucibleAcqnWt CRU.WT ... ... 1.04 –0.38 ... ... ... ...
10.33 9.80 BiteAcqn BITE.UT ... ... 9.92 –0.07 ... ... ... ... 23.88 5.00 CadenceBancorp CADE 2.7 10 22.08 –0.67 –1.63 2.03 1.68 .15 27.85 7.56 Cinemark CNK ... dd 21.47 +0.21 –5.25 ... ... ... 26.60 16.13 CryoLife CRY ... dd 22.93 +0.14 –.44 ... ... ...
9.96 9.62 BiteAcqn BITE ... ... 9.73 –0.02 ... ... ... ... 31.29 13.21 CAE CAE ... cc 30.42 +0.69 .88 .34 ... ... 14.49 9.40 CinerRscs CINR .0 22 12.90 –0.19 .58 2.79 3.11 .34 42.08 23.24 CubeSmart CUBE 3.2 49 42.03 +1.42 .85 ... ... .34
0.62 0.42 BiteAcqnWt BITE.WT ... ... .48 –0.02 ... ... ... ... 24.51 5.14 Caleres CAL 1.2 dd 23.83 –0.02 –11.80 ... 1.81 .07 43.20 9.31 CircorIntl CIR ... dd 33.79 –0.63 –9.28 2.11 2.96 ... 78.13 31.01 Cubic CUB .4 cc 74.89 +0.04 –.10 3.32 3.68 .135
71.34 51.97 BlackHills BKH 3.2 19 69.56 –1.03 3.65 3.89 4.07 .565 28.10 10.99 CaliforniaRscs CRC ... dd 22.45 –1.71 –.57 ... ... ... 76.13 38.76 Citigroup C 2.9 9 71.38 –1.07 4.72 8.94 8.35 .51 119.77 56.52 Cullen/Frost CFR 2.5 23 115.55 +0.92 5.10 5.42 5.13 .72
97.19 67.57 BlackKnight BKI ... 45 73.79 –0.09 1.73 2.20 2.51 ... 61.98 41.19 CalWtrSvc CWT 1.5 31 61.18 +0.87 1.97 1.77 1.86 .23 47.56 18.20 CitizensFin CFG 3.5 13 44.93 +0.10 2.22 4.49 4.18 .39 17.88 5.28 Culp CULP 3.1 dd 14.15 –0.04 –2.32 .51 .65 .11
10.46 5.36 BlackStoneMin BSM 7.0 20 9.99 –0.21 .49 .48 .71 .175 48.78 8.42 Calix CALX ... 91 44.87 +0.03 .54 .89 1.20 ... 7.06 4.96 Citizens CIA ... dd 5.69 –0.20 –.22 .11 .12 ... 277.09 143.32 Cummins CMI 2.1 22 262.47 –1.88 12.01 14.15 16.57 1.35
28.77 3.97 BlackBerry BB ... dd 8.85 +0.15 –1.97 ... ... ... 32.59 10.03 CallawayGolf ELY .0 dd 29.29 +0.15 –1.35 ... .16 .01 11.53 6.12 CityOfficeREIT CIO 5.4 dd 11.05 –0.02 –.06 .16 –.05 .15 126.84 81.72 CurtissWright CW .5 26 125.42 –0.12 4.80 7.16 7.88 .17
827.85 451.35 BlackRock BLK 2.0 24 813.17 +1.72 31.85 36.76 41.15 4.13 42.31 4.50 CallonPetrol CPE ... dd 33.78 –0.58 –63.79 ... ... ... 20.67 4.69 Civeo CVEO ... dd 15.41 –0.21 –9.64 –.72 1.19 ... 17.78 8.51 Cushman&Wkfd CWK ... dd 16.94 –0.24 –1.00 1.11 1.47 ...
87.42 47.75 Blackstone BX 2.6 61 87.22 +7.94 ... 3.55 3.95 .82 121.42 80.79 CamdenProperty CPT 2.8 95 118.71 +2.66 1.24 1.36 1.76 .83 33.55 20.00 Clarivate CLVT ... dd 25.97 –0.18 –.25 .75 .92 ... 10.30 1.81 CustomTruck CTOS ... dd 9.72 –0.30 –.43 .02 .22 ...
33.01 19.57 BlackstoneMtg BXMT 7.5 36 32.87 –0.10 .97 2.36 2.46 .62 19.71 9.01 Cameco CCJ .4 dd 16.41 ... –.10 –.11 .26 .0609 11.15 9.81 ClassAccel CLAS.UT ... ... 10.10 +0.05 ... ... ... ... 2.62 0.08 CustomTruckWt CTOS.WT ... ... 2.41 –0.04 ... ... ... ...
22.99 13.05 BlockHR HRB 4.7 57 22.19 +0.10 –.04 3.18 ... .26 54.08 44.53 CampbellSoup CPB 3.0 18 48.77 –0.63 5.36 ... ... .37 9.97 9.46 ClassAccelA CLAS ... ... 9.85 +0.03 ... ... ... ... 33.87 8.36 CustomersBancorp CUBI ... 9 32.23 +0.38 3.74 ... ... ...
44.95 6.93 BloomEnergy BE ... dd 25.63 +0.90 ... –.12 .17 ... 44.10 7.36 CampingWorld CWH .8 14 43.09 +1.41 3.09 4.49 4.44 .14 1.29 0.50 ClassAccelWt CLAS.WT ... ... .58 +0.06 ... ... ... ... 6.59 1.71 CypressEnvl CELP .0 dd 2.09 –0.08 –.46 .59 .88 .21
15.00 4.13 BlueApron APRN ... dd 6.29 +0.20 –3.06 –2.34 –1.63 ... 50.05 18.52 CanadaGoose GOOS ... 85 42.39 +1.69 ... ... ... ... 91.94 45.13 CleanHarbors CLH ... 37 88.91 +0.13 2.42 2.36 2.67 ...
D
11.30 3.42 BluegreenVac BXG .0 87 9.92 –0.86 .11 .50 .68 1.19 102.20 54.94 CIBC CM 4.6 15 101.40 +1.63 6.12 9.90 10.16 1.1575 2.28 0.73 ClearChannelOutdr CCO ... dd 2.20 +0.11 –1.25 –.62 –.30 ...
21.94 5.22 BluegreenVac BVH ... dd 19.85 +0.49 ... 2.60 1.85 ... 119.61 76.90 CanNtlRlwy CNI 1.8 29 108.86 –9.91 3.74 5.91 6.74 .4803 45.81 21.35 ClearwaterPaper CLW ... 7 33.69 –2.42 4.61 ... ... ...
50.27 4.08 BlueLinx BXC ... 6 48.98 –0.26 8.55 4.64 5.65 ... 32.64 13.34 CanNaturalRes CNQ 5.1 dd 29.58 –1.26 –.28 2.99 3.03 .3217 34.47 17.77 ClearwayEnergyA CWEN.A 4.3 cc 27.05 +0.13 .22 .77 .67 .324
10.99 9.89 BlueRiverAcqn BLUA.UT ... ... 9.96 –0.07 ... ... ... ... 390.46 214.54 CanPacRlwy CP .8 25 370.71 +1.39 13.46 20.35 22.43 .152 37.23 19.11 ClearwayEnergyC CWEN 4.0 cc 29.08 +0.33 .22 .69 .64 .324 10.88 9.71 D&ZMedia DNZ.UT ... ... 10.00 –0.11 ... ... ... ...
9.93 9.57 BlueRiverA BLUA ... ... 9.72 –0.10 ... ... ... ... 19.60 4.20 Cango CANG 3.3 2 6.87 +0.14 ... .46 .54 1.00 20.87 3.75 Cleveland-Cliffs CLF ... dd 17.98 –0.01 –.32 3.24 1.45 ... 10.84 9.67 D&ZMediaA DNZ ... ... 9.83 –0.06 ... ... ... ...
1.30 0.40 BlueRiverWt BLUA.WT ... ... .70 –0.13 ... ... ... ... 46.57 29.49 Cannae CNNE ... 2 40.44 –1.40 20.79 –.33 –.20 ... 27.36 9.95 ClimateChgI CLII.UT ... ... 15.39 +2.74 ... ... ... ... 1.45 0.50 D&ZMediaWt DNZ.WT ... ... .74 –0.16 ... ... ... ...
13.35 9.85 BluescapeOpps BOAC.UT ... ... 10.71 –0.14 ... ... ... ... 24.22 15.46 Canon CAJ 2.6 32 24.01 +0.09 .74 1.13 1.18 .36 24.34 9.75 ClimateChgCrisisA CLII ... ... 13.20 +2.16 ... ... ... ... 26.97 6.90 DCP Midstream DCP 6.9 dd 22.63 –0.51 –1.75 ... 2.31 .39
13.09 9.51 BluescapeOppsAcqn BOAC ... ... 9.97 –0.13 ... ... ... ... 89.40 26.34 CantelMedical CMD ... 77 89.16 +2.42 .32 3.02 3.25 ... 8.27 0.75 ClimateChgCrisWt CLII.WT ... ... 2.91 +0.67 ... ... ... ... 11.51 9.87 D8 Holdings DEH.UT ... ... 10.51 –0.14 ... ... ... ...
3.15 1.39 BluescapeOppsWt BOAC.WT ... ... 1.59 +0.04 ... ... ... ... 137.75 51.91 CapitalOne COF 1.2 27 135.68 –1.00 5.18 13.52 14.48 .40 12.38 9.85 ClimateRealI CLIM.UT ... ... 10.05 –0.30 ... ... ... ... 10.60 9.60 D8 A DEH ... ... 9.92 –0.07 ... ... ... ...
278.57 113.89 Boeing BA ... dd 238.38 –9.80 –20.88 –.07 5.39 ... 47.79 7.35 CapitalSrLiving CSU ... dd 40.83 +0.83 –144.08 –6.01 –25.73 ... 10.20 9.55 ClimateReal II A CLIM ... ... 9.90 –0.06 ... ... ... ... 1.93 0.20 D8 Wt DEH.WT ... ... 1.30 –0.05 ... ... ... ...
68.99 26.61 BoiseCascade BCC .6 15 66.68 –1.32 4.44 6.50 3.96 .10 2.00 1.06 CapitolInvV Wt CAP.WT ... ... 1.21 –0.04 ... ... ... ... 2.49 1.01 ClimateReal II Wt CLIM.WT ... ... 1.32 –0.39 ... ... ... ... 3.99 1.66 DHI Group DHX ... dd 3.11 –0.14 –.62 .16 .23 ...
40.79 14.02 BonanzaCreekEner BCEI ... 6 30.51 –1.81 4.95 4.57 5.38 ... 11.13 10.00 CapitolInvtV CAP.UT ... ... 10.30 +0.01 ... ... ... ... 9.16 4.43 ClipperRealty CLPR 4.6 dd 8.21 +0.02 –.31 –.17 .08 .095 8.65 4.52 DHT DHT 18.5 4 5.83 –0.01 1.71 .17 .71 .05
72.90 14.28 BootBarn BOOT ... 53 72.35 +4.29 1.64 ... ... ... 10.61 9.76 CapitolInvV A CAP ... ... 9.92 +0.01 ... ... ... ... 59.00 9.91 CloopenGroup RAAS ... ... 11.27 +0.26 ... –.97 –.64 ... 13.12 9.90 DPCM Capital XPOA.UT ... ... 10.32 –0.08 ... ... ... ...
100.26 68.34 BoozAllen BAH 1.8 21 83.36 –1.31 3.41 3.83 4.08 .37 58.58 11.61 Capri CPRI ... dd 53.80 –0.03 –1.48 1.50 ... ... 239.87 176.73 Clorox CLX 2.4 20 188.54 –2.19 7.36 8.38 8.10 1.11 11.96 9.65 DPCM Cap A XPOA ... ... 9.90 –0.11 ... ... ... ...
12.84 4.06 BoqiiHolding BQ ... dd 5.02 +0.16 ... –1.35 –.91 ... 11.79 9.96 Capstar CPSR.UT ... ... 10.24 –0.21 ... ... ... ... 19.35 7.56 Cloudera CLDR ... dd 12.64 +0.15 –.54 .39 .51 ... 3.51 1.11 DPCM Cap Wt XPOA.WT ... ... 1.50 +0.24 ... ... ... ...
51.21 25.17 BorgWarner BWA 1.3 23 50.97 +2.01 2.34 4.00 4.86 .17 10.88 9.60 CapstarSpacA CPSR ... dd 9.88 –0.02 –.31 ... ... ... 95.77 22.35 Cloudflare NET ... dd 82.72 +8.48 –.40 –.09 .01 ... 18.05 8.50 DRDGOLD DRD 4.4 12 10.59 +0.10 .53 .92 .66 .2072
2.86 0.37 BorrDrilling BORR ... dd .92 –0.02 –2.03 –.86 –.78 ... 1.96 0.50 CapstarSpacWt CPSR.WT ... ... .84 –0.04 ... ... ... ... 5.03 2.90 CN Finance CNF ... 17 3.56 –0.17 .23 .16 .24 ... 52.86 37.64 DTEEnergy DTP 6.2 ... 50.41 –0.84 ... ... ... .7813
1349.98 428.44 BostonBeer SAM ... 83 1283.90 –11.03 ... 24.83 32.37 ... 6.66 4.14 CapsteadMtg CMO 9.3 dd 6.45 +0.01 –1.56 ... ... .15 54.93 43.20 Coca-Cola KO 3.1 33 54.47 +0.79 1.79 2.17 2.36 .42 141.98 92.39 DTE Energy DTE 3.1 19 137.83 –2.85 7.08 7.17 7.41 1.085
110.36 69.69 BostonProps BXP 3.7 19 106.05 +0.61 ... 2.62 ... .98 62.96 44.65 CardinalHealth CAH 3.2 13 61.41 +0.10 –12.61 ... 6.25 .4859 56.81 34.02 Coca-Cola Euro CCEP 3.5 45 56.57 +1.62 1.24 2.30 2.77 1.00 32.45 13.65 DXC Tech DXC ... dd 31.87 +0.22 –20.76 ... ... ...
42.94 32.99 BostonSci BSX ... dd 42.73 +1.82 –.08 ... 1.83 ... 191.76 97.55 Carlisle CSL 1.1 33 190.48 +15.37 5.80 ... 9.23 .525 50.37 36.16 Coca-Cola Femsa KOF 4.8 cc 49.79 +2.42 ... 58.03 64.65 1.2729 27.99 8.55 Dana DAN 1.4 dd 27.70 +1.00 –.21 2.24 3.08 .10
26.47 14.90 Box BOX ... dd 22.09 +0.54 –.28 .80 1.01 ... 136.54 66.89 CarMax KMX ... 29 131.08 +1.11 4.52 5.78 6.38 ... 12.60 3.42 CoeurMining CDE ... 92 9.63 –0.10 .11 .48 .47 ... 259.98 155.61 Danaher DHR .3 41 259.78 +16.72 4.89 8.64 8.99 .21
67.25 14.40 BoydGaming BYD ... dd 66.85 +1.23 –1.19 2.17 2.74 ... 30.63 11.00 Carnival CCL ... dd 27.27 +0.24 ... ... .18 ... 78.82 49.38 Cohen&Steers CNS 2.6 32 68.91 +1.42 1.57 3.36 ... .45 57.64 3.33 Danaos DAC ... 8 51.47 –1.64 6.51 12.84 13.20 ...
57.85 37.47 Brady BRC 1.6 28 55.68 +0.65 2.11 2.55 ... .22 25.77 9.44 Carnival CUK ... dd 23.28 +0.12 ... ... .19 ... 12.39 9.90 CohnRobbins CRHC.UT ... ... 10.32 –0.09 ... ... ... ... 66.30 9.60 DanimerScientific DNMR ... dd 23.85 –7.66 ... –.18 –.12 ...
7.45 2.01 BraemarHtls BHR ... dd 5.93 +0.21 –3.39 –2.09 –.82 ... 48.06 15.90 CarpenterTech CRS 2.0 dd 40.44 –1.23 .02 –2.23 –.21 .20 11.46 9.65 CohnRobbinsA CRHC ... ... 9.92 –0.14 ... ... ... ... 47.00 0.37 DanimerSciWt DNMR.WT ... ... 12.38 –7.46 ... ... ... ...
14.03 7.89 BrandywineRealty BDN 5.7 7 13.22 +0.05 1.77 .09 .14 .19 38.99 13.84 CarriageSvcs CSV 1.1 21 37.92 +2.09 .89 2.31 2.60 .10 2.90 0.81 CohnRobbinsWt CRHC.WT ... ... 1.30 +0.06 ... ... ... ... 130.33 9.01 DaqoNewEnergy DQ ... 52 89.51 +19.25 ... 5.68 6.22 ...
5.72 3.08 BrasilAgro LND 2.2 14 5.20 +0.29 .47 ... ... .1117 44.65 15.29 CarrierGlobal CARR 1.1 20 44.47 +0.59 2.25 1.94 2.25 .12 50.26 22.30 Colfax CFX ... cc 45.21 +0.35 .31 2.10 2.44 ... 149.73 61.21 Darden DRI 1.4 dd 143.97 –2.36 –.43 3.93 ... .88
19.52 6.07 Braskem BAK ... dd 19.22 +1.41 –3.26 3.53 1.97 ... 15.71 3.96 Cars.com CARS ... dd 13.31 –0.62 –12.15 1.56 1.74 ... 205.31 101.53 ColfaxUn CFXA 3.1 ... 184.17 +0.60 ... ... ... 1.4375 79.65 19.05 DarlingIngred DAR ... 40 71.86 –1.15 1.78 2.43 4.28 ...
17.05 8.05 BrighamMin MNRL 6.4 dd 15.88 +0.02 –1.11 .73 .74 .26 105.41 69.54 Carter's CRI ... 41 100.46 +2.30 2.50 4.80 5.78 ... 86.41 65.54 ColgatePalm CL 2.3 25 79.79 –0.91 3.14 3.28 3.50 .45 33.46 22.30 Datto MSP ... ... 24.91 +0.98 .16 .44 .48 ...
182.50 97.23 BrightHorizons BFAM ... cc 163.49 –3.60 .45 2.44 4.16 ... 323.39 71.56 Carvana CVNA ... dd 278.01 +2.92 –2.63 ... –.97 ... 10.15 9.76 ColonnadeAcqnII CLAA.UT ... ... 9.99 +0.05 ... ... ... ... 125.28 71.70 DaVita DVA ... 18 113.60 +0.49 6.31 8.23 9.11 ...
8.78 5.55 BrightScholarEduc BEDU 1.8 70 5.74 –0.01 ... .42 .56 .12 11.35 9.96 CascadeAcqn CAS.UT ... ... 10.30 +0.01 ... ... ... ... 7.07 1.42 ColonyCapital CLNY ... dd 6.91 +0.11 ... –.47 –.06 ... 348.23 128.92 DeckersOutdoor DECK ... 27 343.77 +2.71 9.62 ... ... ...
24.01 6.39 BrightSphere BSIG .2 7 23.34 +0.20 3.49 1.85 2.63 .01 10.45 9.72 CascadeAcqnA CAS ... ... 9.91 –0.04 ... ... ... ... 9.54 3.47 ColonyCredRlEst CLNC 4.6 dd 8.68 +0.14 –2.75 ... ... .10 392.42 117.85 Deere DE 1.0 34 376.27 –6.80 8.69 16.08 18.68 .90
18.99 10.37 BrightView BV ... dd 18.04 –0.47 –.40 1.05 1.23 ... 1.92 0.55 CascadeAcqnWt CAS.WT ... ... .84 +0.10 ... ... ... ... 18.99 10.11 ColumbiaProperty CXP 4.7 dd 17.98 –0.86 1.01 .08 .18 .21 43.15 13.31 DelekLogistics DKL 9.4 9 38.69 +0.28 4.18 3.98 4.38 .91
78.33 15.21 BrinkerIntl EAT ... cc 67.74 –1.08 .63 ... ... ... 10.97 5.53 CasperSleep CSPR ... dd 7.04 –0.50 –2.42 –1.20 –.62 ... 73.73 27.84 Comerica CMA 3.9 11 70.45 +0.29 3.27 6.43 ... .68 27.38 8.92 DelekUS DK .0 dd 21.41 –0.44 –8.26 –2.06 .48 .31
84.72 33.17 Brink's BCO .8 cc 77.22 –2.79 .31 4.80 5.58 .15 2.36 0.61 CastlightHealth CSLT ... dd 1.54 –0.02 –.41 ... .02 ... 81.52 27.54 ComfortSystems FIX .6 20 80.63 –0.30 4.09 ... ... .115 103.80 38.50 DellTechC DELL ... 24 101.41 –0.01 ... 7.86 ... ...
67.16 54.07 BristolMyers BMY 3.0 dd 66.01 +0.55 –3.99 7.48 8.07 .49 127.68 58.56 Catalent CTLT ... 64 114.89 +4.29 1.14 ... 3.27 ... 32.43 13.72 CommercialMetals CMC 1.7 13 28.80 –0.54 2.32 ... 2.34 .12 52.28 17.51 DeltaAir DAL ... dd 45.80 –0.84 –19.49 –3.73 3.99 ...
0.54 0.20 BristolMyersRt CELG.RT ... ... .21 ... ... ... ... ... 10.70 9.75 CatchaInvt CHAA.UT ... ... 10.02 –0.04 ... ... ... ... 82.53 49.60 CommBkSys CBU 2.1 25 78.57 +0.71 3.08 3.07 3.01 .42 44.89 18.90 Deluxe DLX 2.7 cc 44.47 +0.87 .19 5.09 ... .30
30.82 12.12 Bristow VTOL ... dd 26.36 +0.11 –.51 ... ... ... 10.25 9.70 CatchaInvtA CHAA ... ... 9.71 –0.19 ... ... ... ... 14.39 2.46 CommunityHlthSys CYH ... 2 10.21 +0.14 4.39 .20 .68 ... 11.40 9.91 DelwindsIns DWIN.UT ... ... 10.05 ... ... ... ... ...
41.58 31.60 BritishAmTob BTI 7.8 11 38.20 –2.31 3.59 4.57 4.90 .7412 0.99 0.70 CatchaInvtWt CHAA.WT ... ... .76 +0.01 ... ... ... ... 51.81 30.17 CommunityHlthcr CHCT 3.3 65 51.55 +1.23 .80 1.02 1.15 .4275 10.29 9.65 DelwindsInsA DWIN ... ... 9.76 –0.07 ... ... ... ...
21.91 8.70 BrixmorProp BRX 4.0 54 21.70 +0.46 .41 ... ... .215 11.43 6.42 CatchMarkTimber CTT 4.8 dd 11.35 +0.14 –.36 –.17 –.18 .135 12.32 6.05 SABESP SBS .8 34 7.77 +0.05 .28 .85 .97 .0714 1.40 0.42 DelwindsInsWt DWIN.WT ... ... .59 +0.02 ... ... ... ...
10.96 7.11 BroadmarkRealty BRMK 7.8 15 10.80 +0.01 .68 .88 1.01 .07 237.78 100.22 Caterpillar CAT 1.8 42 230.11 –3.25 5.46 8.39 10.99 1.03 8.80 1.20 EngGr-Cmg C CIG.C 3.0 8 2.88 +0.06 .37 .35 ... .0451 51.71 15.43 Denbury DEN ... dd 49.98 +1.58 ... 1.75 3.29 ...
0.35 0.17 BroadmarkRltyWt BRMK.WT ... ... .20 ... ... ... ... ... 14.87 6.07 Cato CATO ... dd 14.36 –0.04 ... .75 .90 ... 2.98 1.18 EngGr-Cmg CIG 3.5 7 2.43 +0.16 .37 .36 ... .0451 18.45 4.17 DesignerBrands DBI ... dd 17.52 +0.36 ... .40 1.14 ...
163.43 109.49 BroadridgeFinl BR 1.4 37 162.63 +5.63 3.95 5.52 6.11 .575 52.50 22.81 CedarFairRec FUN ... dd 50.36 +1.05 –10.45 –3.28 2.47 ... 1.47 0.89 COPEL ELP ... 4 1.17 +0.04 .29 .19 .15 ... 34.94 9.85 DesktopMetal DM ... dd 13.74 +1.04 –.57 ... ... ...
10.69 9.60 BroadstoneAcqnA BSN ... ... 9.83 –0.05 ... ... ... ... 16.93 4.29 CedarRealty CDR 1.7 dd 15.36 –0.39 –.92 –.23 –.19 .066 9.03 1.13 CiaSiderurgica SID ... 19 8.86 +0.32 .53 1.58 1.21 ... 17.66 4.66 Despegar.com DESP ... dd 13.65 +0.66 –2.03 –.49 –.08 ...
1.85 0.53 BroadstoneAcqnWt BSN.WT ... ... .71 +0.01 ... ... ... ... 159.32 69.69 Celanese CE 1.7 9 157.30 –0.62 16.75 11.49 12.08 .68 19.50 10.72 CerveceriasUnid CCU 1.8 28 18.79 –0.40 1.00 612.51 705.53 .2362 13.37 5.83 DeutscheBank DB ... 45 11.88 –0.67 .08 .69 1.30 ...
19.99 15.90 Broadstone BNL 5.1 56 19.56 +0.34 ... .59 .58 .25 9.38 4.47 Celestica CLS ... 18 8.29 –0.16 ... ... 1.09 ... 25.43 14.58 CompassDiversif CODI 5.9 dd 24.46 +0.14 –.34 1.95 2.15 .36 26.13 7.73 DevonEnergy DVN 2.1 dd 21.44 –0.44 –7.12 1.93 1.81 .19
7.12 2.36 BrookdaleSrLiving BKD ... 15 6.48 –0.31 .44 –1.77 –.97 ... 9.55 5.54 CementosPacasm CPAC ... 38 6.99 –0.80 .20 .46 .60 ... 22.11 16.50 Compass COMP ... ... 17.62 –0.41 ... ... –.17 ... 183.73 127.12 Diageo DEO 1.9 72 181.94 +2.96 3.03 ... 6.93 1.5343
46.69 29.09 BrookfieldMgt BAM 1.1 dd 45.33 –0.78 ... 2.98 3.16 .13 7.62 1.85 Cemex CX ... dd 7.58 +0.06 ... .40 .45 ... 70.13 40.28 CompassMnlInt CMP 4.2 40 68.00 +0.70 1.72 2.48 3.09 .72 15.50 5.31 DiamondSShip DSSI ... 17 9.75 –0.34 .58 .39 2.22 ...
44.34 24.82 BrookfieldBusPtr BBU .6 dd 39.75 –0.94 –1.13 –.75 –.51 .0625 8.57 2.78 CenovusEnergy CVE ... dd 7.50 –0.47 –1.45 .36 .56 ... 12.00 9.85 ComputeHealth CPUH.UT ... ... 10.10 –0.09 ... ... ... ... 11.49 3.88 DiamndrckHspty DRH ... dd 10.10 +0.12 –1.97 ... ... ...
77.79 37.50 BrookfieldInfr BIPC 2.8 dd 71.73 –1.14 ... ... ... .51 4.62 2.65 CenovusEnergyWt CVE.WT ... ... 4.02 –0.18 ... ... ... ... 10.70 9.50 ComputeHlthA CPUH ... ... 9.83 –0.07 ... ... ... ... 3.78 1.25 DianaShipping DSX ... dd 3.61 +0.55 –1.62 .06 .65 ...
55.54 37.10 BrookfieldInfr BIP 3.8 cc 53.75 –1.34 .35 .70 .89 .51 72.45 53.60 Centene CNC ... 21 65.37 +0.41 3.12 ... ... ... 2.25 1.05 ComputeHlthWt CPUH.WT ... ... 1.17 –0.06 ... ... ... ... 86.39 25.59 Dick's DKS 1.7 16 85.94 +1.59 ... 5.10 ... .3625
63.31 26.89 BrookfieldRenew BEPC 2.7 ... 43.93 –2.59 ... –.16 ... .3038 25.39 15.75 CenterPointEner CNP 2.7 dd 24.13 +0.07 –1.79 1.39 1.47 .16 8.17 4.08 ComstockRscs CRK ... dd 4.89 –0.04 –.39 .67 .77 ... 17.30 3.37 DieboldNixdorf DBD ... dd 14.14 +0.19 –3.47 1.99 2.32 ...
49.87 23.16 BrookfieldRenew BEP 3.0 dd 40.87 –2.05 –.61 –.23 –.12 .3038 14.66 7.74 CenterraGold CGAU 1.7 7 9.37 –0.15 1.39 ... ... .0398 39.34 31.66 ConagraBrands CAG 2.9 15 37.61 +0.06 1.72 2.63 2.61 .275 15.27 6.32 DigitalMedia DMS ... dd 11.38 +0.40 –.07 .57 .83 ...
50.62 34.06 Brown&Brown BRO .7 30 50.48 +0.93 1.69 ... ... .0925 77.30 54.75 Centerspace CSR 3.9 dd 71.68 +3.52 –.15 –1.13 –1.71 .70 11.24 10.00 ConcordAcqn CND.UT ... ... 10.10 –0.18 ... ... ... ... 3.73 0.53 DigitalMediaWt DMS.WT ... ... 1.50 +0.08 ... ... ... ...
April 26, 2021 BARRON’S M15

New York Stock Exchange Composite List

- Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div NYSE CUMULATIVE DAILY BREADTH vs DJIA
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
165.49 124.65 DigitalRealty DLR 3.1 cc 149.04 +3.08 1.00 ... 1.57 1.16 34.22 14.53 Equitable EQH 2.0 dd 33.92 +0.22 –1.56 5.38 6.11 .17 Scraping By: NYSE Composite breadth barely rose for a fifth week, while the S&P 500
46.35 36.65 DigitalOcean DOCN ... ... 41.40 –3.47 ... .18 .47 ... 11.66 6.23 EquitransMdstm ETRN 7.5 8 7.96 –0.03 1.06 .87 1.17 .15
128.00 21.50 Dillard's DDS .6 dd 100.85 +1.97 ... 2.70 2.91 .15 35.08 25.80 EquityCommnwlth EQC .0 8 28.36 –0.24 3.56 .97 1.19 3.50 dipped 0.1% on concerns about rising Covid-19 cases in India. Winning stocks on the
95.32 29.59 DineBrands DIN ... dd 91.13 –1.21 –6.43 4.74 6.45 ... 12.12 10.00 EquityDistribution EQD.UT ... ... 10.25 +0.02 ... ... ... ...
104.49 35.05 DiscoverFinSvcs DFS 1.7 12 102.84 +0.57 3.60 13.08 11.59 .44 11.06 9.32 EquityDistrA EQD ... ... 9.92 –0.07 ... ... ... ... NYSE narrowly outpaced losers.
203.02 98.86 Disney DIS ... dd 183.02 –4.24 –1.58 2.05 5.05 ... 2.35 0.83 EquityDistrWt EQD.WT ... ... .96 –0.06 ... ... ... ...
16.45 10.05 dMYTechIII Un DMYI.UT ... ... 11.06 –0.05 ... ... ... ... 69.43 53.52 EquityLife ELS 2.1 46 68.57 +1.17 1.25 1.32 1.50 .3625 BREADTH DJIA
15.39 10.12 dMYTechIIIA DMYI ... ... 10.49 +0.12 ... ... ... ... 76.13 45.43 EquityResdntl EQR 3.2 32 74.58 +1.96 2.45 .65 ... .6025
5.00 2.00 dMYTechIIIWt DMYI.WT ... ... 2.26 –0.33 ... ... ... ... 2.32 0.88 EquusTotReturn EQS ... dd 1.92 +0.01 –.91 .18 .30 ... 594500 34350
10.50 9.86 dMYTechIV DMYQ.UT ... ... 10.11 –0.10 ... ... ... ... 4.15 1.15 ErosSTX ESGC ... ... 1.34 –0.24 ... ... ... ...
103.88 52.13 DolbyLab DLB .9 32 99.85 –2.25 ... 2.11 3.03 .22 52.07 23.87 EssentGroup ESNT 1.2 13 51.68 +2.54 3.88 5.26 6.06 .16 BREADTH 592,966
s
225.25 172.66 DollarGeneral DG .8 20 213.31 –3.43 10.62 9.49 10.76 .42 26.70 10.18 EssentialProp EPRT 3.7 58 26.08 +1.00 .44 .44 .48 .24
87.34 67.85 DominionEner D 3.2 dd 79.38 +0.49 –.57 3.87 4.12 .63 48.89 37.37 EssentialUtil WTRG 2.1 43 47.97 +0.73 1.12 1.67 ... .2507 574600 32200
109.83 91.90 DominionEnerUn DCUE 7.0 ... 103.49 +0.50 ... ... ... 1.8125 63.22 51.21 EssentialUtilUn WTRU 5.0 ... 59.85 +0.79 ... ... ... .75
435.58 319.71 Domino's DPZ .9 32 397.71 +2.88 ... 12.90 14.77 .94 298.80 186.30 EssexProp ESS 2.8 34 297.34 +7.85 8.69 3.98 ... 2.09
40.34 dd 316.29 cc
62.70
18.66
39.84
Domtar
Donaldson
UFS
DCI
...
1.4 32
39.05
62.10
–0.51
+1.24
–2.29
2.00
4.20
2.22
3.94
2.35
...
.21 29.81
158.25
9.08
EsteeLauder
EthanAllen
EL
ETH
.7
3.5 53
313.79
28.81
+1.50
–0.37
...
.34
...
1.93
7.01
2.03
.53
.25
554700 30050
s
31.31 5.72 DonnelleyFin DFIN ... dd 30.01 +0.71 –.76 1.56 1.77 ... 12.47 7.21 Euronav EURN 1.5 4 8.20 –0.16 2.25 –.47 .68 .03
256.09 121.00 DoorDash DASH ... dd 152.75 +3.26 ... –.33 ... ... 26.52 6.33 Eventbrite EB ... dd 21.98 –0.26 ... –.99 –.52 ... DJIA
14.90 7.20 DorianLPG LPG ... 9 13.09 +0.19 2.07 2.52 2.68 ... 144.13 44.41 EvercoreA EVR 1.7 17 141.53 +4.28 8.22 10.52 11.43 .61 534800 27900
38.28 33.04 DoubleVerify DV ... ... 34.24 +7.24 .05 ... ... ... 268.71 157.32 EverestRe RE 2.3 21 266.82 +4.72 12.78 23.16 29.53 1.55
51.44 25.63 DouglasDynamics PLOW 2.4 dd 47.05 +0.05 –3.81 1.75 2.15 .285 65.43 48.61 Evergy EVRG 3.4 23 63.48 +0.19 2.72 3.31 3.49 .535
34.95 22.88 DouglasEmmett DEI 3.4 cc 33.03 +0.50 .28 .31 .48 .28 15.99 3.80 Everi EVRI ... dd 15.05 +0.69 –.96 .28 .52 ...
149.40 79.87 Dover DOV 1.3 29 148.14 +7.57 4.70 6.91 7.53 .495 96.66 73.61 EversourceEner ES 2.7 25 88.17 –1.52 3.55 3.90 4.12 .6025 514900 25750
2.66 1.07 DoverMotorsports DVD 3.3 11 2.15 +0.07 ... .15 .17 .07 42.35 22.92 Evertec EVTC .5 28 39.31 –1.43 1.43 2.21 2.43 .05
67.27 30.90 Dow DOW 4.5 24 62.11 –2.57 1.64 5.36 4.77 .70 22.35 5.22 EvolentHealth EVH ... dd 20.33 +0.17 –3.94 –.17 ... ...
73.50 48.57 DrReddy'sLab RDY .4 39 68.05 +3.04 1.66 2.07 2.61 .3304 31.63 14.52 EvoquaWater AQUA ... 51 28.50 –0.18 .94 .68 ... ... 495000 23600
17.06 10.00 DragoneerGrowth DGNR.UT ... ... 10.46 +0.06 ... ... ... ... 10.89 9.77 ExecutiveNtwk ENPC.UT ... ... 10.06 +0.01 ... ... ... ...
16.11 10.01 DragoneerGrwA DGNR ... ... 10.21 +0.10 ... ... ... ... 10.52 9.60 ExecutiveNtwkA ENPC ... ... 9.75 –0.07 ... ... ... ... M J J A S O N D J F M A
5.53 1.46 DragoneerGrwWt DGNR.WT ... ... 1.71 +0.11 ... ... ... ... 1.68 0.42 ExecutiveNtwkWt ENPC.WT ... ... 1.02 +0.02 ... ... ... ...
40.62 22.25 Dril-Quip DRQ ... dd 28.28 –1.41 –.87 ... .14 ... 13.97 0.57 Express EXPR ... dd 3.15 –0.02 –6.27 –1.00 –.04 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is added to the next day's total, and so
3.94 1.00 DriveShack DS ... dd 3.04 –0.07 –.92 –.51 –.55 ... 8.93 2.77 Exterran EXTN ... dd 3.03 –0.09 –3.09 –2.46 –2.36 ... on. When all five days' numbers are added together, this produces the weekly figure we plot. Dec. 31, 1985 =1000.
20.73 16.40 DuckhornPtf NAPA ... ... 17.77 –0.48 ... .38 .43 ... 148.28 80.86 ExtraSpaceSt EXR 2.7 41 147.54 +4.93 3.71 4.17 4.34 1.00
65.40 23.59 Ducommun DCO ... 24 57.88 –4.39 2.45 2.80 3.44 ... 62.55 31.11 ExxonMobil XOM 6.3 dd 55.57 –1.09 –5.25 3.24 3.30 .87
101.83 77.58 DukeEnergy DUK 3.9 58 99.85 –0.82 1.72 5.18 5.45 .965 - Earnings - - Earnings -
46.00
29.55
28.80
21.34
DukeRealty
Dun&Bradstreet
DRE
DNB
2.2
...
57
dd
45.37
24.32
+0.89
+0.90
.80
–.48
.64
1.03
.71
1.15
.255
... F 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
87.27 41.02 DuPont DD 1.6 dd 76.81 –0.21 –4.01 ... ... .30 High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
101.16 25.15 DycomInds DY ... 93 96.62 +0.82 1.07 ... 4.19 ... 14.95 9.89 FastAcqn FST.UT ... ... 12.98 –0.83 ... ... ... ...
13.20 9.59 FastAcqnA FST ... ... 11.59 –0.97 ... ... ... ... 10.10 9.50 FortressCapA FCAX ... ... 9.86 –0.11 ... ... ... ... 23.49 9.80 GeniusSports GENI ... ... 21.60 +1.79 ... ... .16 ...
3.97 1.38 DynagasLNG DLNG ... 3 2.77 +0.06 .63 .73 .68 ... 2.22 0.90 FortressCapWt FCAX.WT ... ... .93 –0.17 ... ... ... ... 9.77 1.03 GeniusSportsWt GENI.WT ... ... 9.35 +1.26 ... ... ... ...
56.94 26.92 Dynatrace DT ... cc 52.85 –0.26 –1.58 ... ... ... 4.50 0.70 FastAcqnWt FST.WT ... ... 3.13 –0.35 ... ... ... ...
10.10 9.81 FastAcqnII FZT.UT ... ... 9.95 –0.08 ... ... ... ... 31.81 7.51 FortressTransport FTAI 4.6 dd 28.80 +1.60 –1.22 ... ... .33 45.21 31.63 Genpact G 1.0 29 45.10 +0.37 1.57 2.29 2.59 .1075
19.99 11.12 DynexCapital DX 8.0 3 19.51 –0.36 6.93 1.87 ... .13 13.05 9.65 FortressValueII FAII ... ... 9.96 –0.01 ... ... ... ... 123.22 67.12 GenuineParts GPC 2.7 98 122.33 +2.31 –.20 5.93 6.32 .815
49.62 17.80 FB Financial FBK 1.0 28 43.05 +0.27 1.67 3.19 ... .11
13.75 9.95 FortressValueII FAII.UT ... ... 10.24 –0.03 ... ... ... ... 4.76 1.87 GenworthFin GNW ... 11 3.82 +0.20 .35 .89 1.02 ...
E
58.37 30.88 FBL Financial FFG 3.7 19 56.43 –0.05 ... 4.10 4.68 .52
12.63 9.96 FG NewAmerica FGNA.UT ... ... 11.00 –0.15 ... ... ... ... 4.00 1.12 FortressValueIIWt FAII.WT ... ... 1.53 –0.11 ... ... ... ... 18.50 6.32 GeoPark GPRK .5 dd 16.14 –0.31 –3.84 2.04 2.38 .0205
11.60 9.78 FGNewAmericaA FGNA ... ... 10.14 +0.05 ... ... ... ... 11.76 9.90 FortressValueIII FVT.UT ... ... 10.24 +0.09 ... ... ... ... 6.21 1.84 Gerdau GGB .4 23 6.11 +0.29 .27 .63 .55 .0239
31.29 10.57 elfBeauty ELF ... cc 31.12 +1.22 .35 .64 ... ... 3.00 0.53 FGNewAmericaWt FGNA.WT ... ... 1.83 +0.18 ... ... ... ... 10.70 9.69 FortressVal III A FVT ... ... 9.94 +0.03 ... ... ... ... 31.90 21.18 GettyRealty GTY 5.1 19 30.89 +0.32 1.62 1.20 1.26 .39
121.88 52.95 EMCOR EME .4 51 120.96 +1.03 2.40 6.49 7.05 .13 123.66 85.58 FMC FMC 1.7 28 115.90 +2.26 4.22 7.10 8.03 .48 2.76 0.85 FortressVal III Wt FVT.WT ... ... 1.25 +0.08 ... ... ... ... 17.36 7.56 GigCapital3 GIK ... ... 9.20 +0.17 ... –.34 .06 ...
25.23 13.36 ENI E 3.5 dd 24.47 –0.37 –5.52 1.71 2.29 .284 13.83 5.86 FNB FNB 3.7 13 12.92 –0.07 .85 1.06 1.03 .12 10.13 9.75 FortressValueIV FVIV.UT ... ... 10.13 +0.09 ... ... ... ... 21.00 8.62 GigCapital3Un GIK.UT ... ... 10.55 +0.33 ... ... ... ...
77.15 31.22 EOG Rscs EOG 2.4 dd 69.06 –1.45 –1.04 ... 5.76 .4125 21.15 11.92 FS KKR Cap FSK 11.7 dd 20.52 +0.03 –3.26 2.45 2.48 .60 9.85 2.58 FortunaSilver FSM ... 72 7.71 +0.01 .12 ... .86 ... 5.00 0.38 GigCapital3Wt GIK.WT ... ... 1.84 +0.14 ... ... ... ...
458.33 195.39 EPAM Systems EPAM ... 82 458.15 +12.11 5.60 7.42 9.29 ... 147.38 94.87 FTI Consulting FCN ... 25 144.12 –1.84 5.67 6.20 7.41 ... 105.14 42.95 FortBrandsHome FBHS 1.0 27 104.90 +1.68 3.94 5.02 5.53 .26 12.12 9.95 GigCapital2 GIX ... dd 10.06 +0.02 –.71 ... ... ...
51.84 20.62 EPR Prop EPR .0 dd 47.68 –0.28 –2.05 ... ... .3825 94.25 54.38 Fabrinet FN ... 27 91.16 +1.76 3.07 4.49 4.99 ... 24.93 5.20 ForumEnergyTech FET ... dd 18.80 –0.40 –17.37 ... ... ... 0.60 0.17 GigCapital2Rt GIX.RT ... ... .36 –0.02 ... ... ... ...
10.49 9.73 EQ Health EQHA.UT ... ... 10.00 –0.10 ... ... ... ... 365.77 264.73 FactSet FDS .9 35 347.10 +27.83 9.65 11.15 11.87 .77 30.42 16.34 FourCornersProp FCPT 4.3 27 29.36 +0.83 1.08 1.15 1.20 .3175 15.00 10.01 GigCapital2Un GIX.UT ... ... 10.85 +0.08 ... ... ... ...
2.64 0.63 FourSeasonsEduc FEDU ... dd 1.12 +0.12 –.33 1.98 3.41 ... 2.47 0.20 GigCapital2Wt GIX.WT ... ... .80 +0.03 ... ... ... ...
9.99 9.61 EQ Health A EQHA ... ... 9.73 –0.17 ... ... ... ... 546.90 296.68 FairIsaac FICO ... 60 542.49 +9.54 7.90 ... 13.07 ...
0.75 0.43 EQ Health Wt EQHA.WT ... ... .55 +0.04 ... ... ... ... 22.60 8.90 FangHoldings SFUN ... dd 11.72 –0.30 ... ... ... ... 166.11 105.62 Franco-Nevada FNV .7 84 142.66 +5.54 1.71 3.34 3.61 .26 34.26 11.96 Gildan GIL ... dd 34.16 +1.16 –1.14 1.52 2.00 ...
dd ... 5.44 1.49 Frank'sIntl FI ... dd 3.34 –0.01 –.69 –.15 –.05 ... 19.48 12.60 Glatfelter GLT 3.4 33 15.82 –1.24 .48 .73 .95 .135
20.36 10.52 EQT EQT ... 17.72 +0.17 –3.71 .34 .55 ... 11.65 9.97 FarPeakAcqn FPAC.UT ... 10.10 –0.10 ... ... ... ...
115.84 71.13 ESCO Tech ESE .3 cc 112.20 +2.54 3.90 3.03 3.72 .08 10.82 9.66 FarPeakAcqnA FPAC ... ... 9.82 –0.08 ... ... ... ... 31.39 16.50 FranklinCovey FC ... dd 30.66 +0.42 –.68 .03 .48 ... 99.00 34.10 Glaukos GKOS ... dd 94.99 +9.97 –2.70 ... ... ...
31.32 15.71 FranklinRscs BEN 3.8 19 29.42 –0.63 1.59 ... 3.25 .28 43.18 33.26 GSK GSK 5.3 13 37.74 –0.01 2.96 2.73 3.03 .6367
10.10 9.75 ESM Acqn ESM.UT ... ... 9.99 –0.11 ... ... ... ... 2.74 0.85 FarPeakAcqnWt FPAC.WT ... ... .95 –0.10 ... ... ... ...
10.40 9.81 FreedomAcqnI FACT.UT ... ... 10.05 –0.01 ... ... ... ... 15.93 6.67 GlobalBlue GB ... dd 11.32 –0.29 .18 ... ... ...
11.97 8.26 E2open ETWO ... dd 10.19 +0.27 ... –.40 –.26 ... 73.87 11.11 Farfetch FTCH ... dd 48.51 –1.08 ... –.66 –.36 ...
... dd 10.05 9.85 FreedomI A FACT ... ... 9.85 ... ... ... ... ... 2.55 0.20 GlobalBlueWt GB.WT ... ... 1.33 –0.07 ... ... ... ...
3.50 1.20 E2openWt ETWO.WT ... 2.29 +0.17 ... ... ... ... 14.85 5.93 FarmlandPtrs FPI 1.5 13.48 +0.12 –.18 ... ... .05
17 dd 1.00 0.84 FreedomI Wt FACT.WT ... ... .90 ... ... ... ... ... 4.98 2.54 GlobalCordBlood CO ... 8 4.73 –0.08 .56 .45 .57 ...
144.78 48.57 EagleMaterials EXP ... 140.47 –3.23 1.68 ... ... ... 136.50 20.57 Fastly FSLY ... 68.92 –1.11 –.93 –.37 –.25 ... 92 dd
dd 10 39.10 7.81 FreeportMcM FCX .8 36.54 –1.60 .41 2.57 3.02 .075 14.84 8.56 GlobalMedREIT GMRE 5.7 14.45 +0.15 –.17 .23 ... .205
9.43 1.72 EarthstoneEner ESTE ... 6.60 –0.31 –.45 .20 ... ... 93.11 53.22 FedAgriMtg A AGM.A 4.1 84.99 –6.97 ... ... ... .88 18 dd
46.55 33.84 FreseniusMed FMS 1.3 39.43 +1.30 2.26 2.23 2.58 .7073 19.34 11.85 GlobalNetLease GNL 8.4 19.01 +0.15 –.09 .04 .12 .40
28.17 20.32 EasterlyGovtProp DEA 4.8 cc 21.51 +0.02 .15 .32 .45 .26 103.60 52.27 FedAgriMtg C AGM 3.5 12 100.82 +0.09 ... ... ... .88 29 8
35.35 20.25 FreshDelMonte FDP 1.0 29.65 +0.35 1.03 1.65 2.07 .10 23.86 9.00 GlobalPtnrs GLP 8.7 21.71 –0.43 2.74 1.18 1.65 .55
157.32 94.38 EastGroup EGP 2.0 56 154.93 +3.02 2.76 2.54 2.78 .79 111.60 64.11 FederalRealty FRT 3.9 68 109.83 +2.87 1.62 1.15 1.53 1.06 11.95 5.28 Frontline FRO 21.6 4 7.40 +0.36 2.11 .07 1.06 .50 220.25 147.28 GlobalPayments GPN .4 cc 216.92 –0.88 1.95 7.95 ... .195
119.01 55.72 EastmanChem EMN 2.4 32 113.60 –1.34 3.50 7.92 8.53 .69 41.79 24.66 FederalSignal FSS .9 27 41.60 +1.96 1.56 1.82 2.02 .09 62.29 6.90 fuboTV FUBO ... dd 20.66 +1.80 –12.82 –1.80 –1.13 ... 17.85 3.70 GlobalShipLease GSL ... 7 13.71 +0.14 1.22 2.67 3.47 ...
60.00 1.96 EastmanKodak KODK ... dd 7.48 +0.06 –9.77 –2.43 –.70 ... 31.99 20.01 FederatedHermes FHI 3.6 9 30.21 –0.91 ... 3.25 3.29 .27 68.61 30.46 FullerHB FUL 1.0 25 68.10 +0.85 2.36 ... ... .1675 244.72 101.67 Globant GLOB ... cc 231.59 +5.26 1.41 3.26 4.00 ...
143.68 70.54 Eaton ETN 2.1 41 142.97 +1.82 3.49 5.71 6.61 .76 305.66 103.40 FedEx FDX .9 18 277.74 –9.85 15.18 17.88 ... .65 12.90 9.68 FusionAcqnA FUSE ... dd 9.95 –0.02 ... ... ... ... 105.58 62.75 GlobeLife GL .8 15 103.08 –1.33 6.82 7.41 8.24 .1975
231.36 174.94 Ecolab ECL .8 dd 226.78 +3.63 –4.15 5.12 6.10 .48 131.14 66.24 Ferguson FERG 2.2 22 129.00 –0.51 4.28 5.64 ... 1.80 14.52 9.96 FusionAcqnUn FUSE.UT ... ... 10.50 –0.01 ... ... ... ... 71.90 42.85 GlobusMedical GMED ... 71 71.12 +1.37 ... 1.84 2.15 ...
14.47 8.50 Ecopetrol EC ... 55 12.32 –0.53 .22 4078.21 5697.17 ... 233.66 147.08 Ferrari RACE .0 57 215.90 +3.90 3.75 4.98 5.76 1.0386 3.50 0.45 FusionAcqnWt FUSE.WT ... ... 1.18 ... ... ... ... ... 93.75 64.56 GoDaddy GDDY ... dd 84.89 –1.71 –2.94 1.58 2.01 ...
41.72 25.05 EdgewellPersonal EPC 1.6 34 38.63 –0.11 1.24 2.74 2.95 .15 18.62 8.51 Ferro FOE ... 33 17.35 –0.35 .52 .99 1.13 ... 10.19 9.78 FusionAcqnII FSNB.UT ... ... 9.98 –0.04 ... ... ... ... 14.90 6.97 GoldFields GFI 2.5 12 9.92 –0.15 .82 1.10 1.14 .2182
66.68 48.47 EdisonInt EIX 4.5 30 59.19 –2.17 1.98 4.54 4.73 .6625 45.45 23.58 FidNatlFin FNF 3.2 9 45.10 +0.47 4.99 4.82 ... .36 9.85 9.75 FusionAcqnIIA FSNB ... ... 9.80 ... ... ... ... ... 10.68 9.60 GoldenFalconA GFX ... ... 9.85 –0.03 ... ... ... ...
98.11 66.23 EdwardsLife EW ... 72 97.45 +8.43 1.30 ... ... ... 156.73 120.17 FidNatlInfo FIS 1.0 cc 153.01 +0.39 .25 6.35 7.35 .39 1.09 0.68 FusionAcqnIIWt FSNB.WT ... ... .76 ... ... ... ... ... 11.40 9.90 GoldenFalconAcqnUn GFX.UT ... ... 10.14 –0.21 ... ... ... ...
39.17 13.51 8x8 EGHT ... dd 33.73 –0.18 –1.72 ... .06 ... 1.74 1.06 FigureAcqnI Wt FACA.WT ... ... 1.52 +0.24 ... ... ... ... 17.86 9.85 FutureFuel FF 1.9 12 12.82 –0.78 1.06 .95 .80 .06 2.45 0.66 GoldenFalconWt GFX.WT ... ... .71 –0.09 ... ... ... ...
34.81 18.37 ElancoAnimal ELAN ... dd 30.88 +0.90 –1.27 ... ... ... 11.95 9.95 FigureAcqnI FACA.UT ... ... 10.50 ... ... ... ... ... 20.64 13.81 GoldmanSachsBDC GSBD 9.3 10 19.38 +0.03 3.26 2.02 1.84 .05
52.49 34.80 ElancoAnimalUn ELAT 5.3 ... 46.87 +0.95 ... ... ... .625 10.55 9.91 FigureAcqnI A FACA ... ... 10.13 –0.17 ... ... ... ...
176.49 59.48 Elastic ESTC ... dd 125.03 –3.42 –2.12 –.17 ... ... 10.95 9.25 FinanceofAm FOA ... dd 10.07 +0.01 .04 ... ... ... G 356.85
36.75
165.36
25.00
GoldmanSachs
Gorman-Rupp
GS
GRC
1.5
1.8 35
8 339.35
34.03
–2.96
–0.03
24.74
.97
...
1.29
...
1.58
1.25
.155
14.49 7.79 EldoradoGold EGO ... 19 11.04 –0.28 .61 .74 .87 ... 2.31 0.42 FinanceofAmWt FOA.WT ... ... 1.24 +0.10 ... ... ... ... 65.17 38.70 GraceWR GRA 2.1 dd 64.24 –0.54 –.03 ... ... .33
21.02 8.93 ElementSolns ESI 1.0 67 20.44 +0.76 .30 1.18 1.31 .05 10.15 9.76 FinTechEvol FTEV.UT ... ... 10.00 +0.02 ... ... ... ... 21.33 10.49 GAMCO Investors GBL .4 8 18.53 +0.29 ... 3.68 2.38 .02 78.20 41.79 Graco GGG 1.0 37 77.75 +2.62 1.92 ... 2.61 .1875
4.90 1.19 ElevateCredit ELVT ... 3 3.03 +0.05 .49 .21 .57 ... 9.70 9.70 FinTechEvolA FTEV ... ... 9.70 ... ... ... ... ... 101.34 51.62 GATX GATX 2.1 25 96.29 +0.41 4.27 4.14 4.98 .50 13.10 5.56 GrafTechIntl EAF .3 8 12.22 +0.17 1.62 ... ... .01
18.25 8.18 EllingtonFin EFC 9.2 69 18.18 +0.55 .39 1.93 1.82 .14 ... ... FinTechEvolWt FTEV.WT ... ... .89 ... ... ... ... ... 10.05 9.82 G&P Acqn GAPA.UT ... ... 9.98 ... ... ... ... ... 17.44 10.36 Graham GHM 3.3 53 13.47 –0.57 .19 .22 .55 .11
13.30 7.89 EllingtonResiMtg EARN 9.2 7 12.19 +0.04 1.63 1.30 1.15 .28 10.61 1.43 FinVolution FINV 2.3 7 6.63 +0.52 ... 7.29 8.71 .17 27.78 15.92 GCPAppliedTechs GCP ... 19 25.89 –0.02 1.37 .83 1.00 ... 659.80 296.39 GrahamHoldings GHC .9 11 644.33 –12.53 ... 29.60 48.00 1.51
15.06 10.02 EmbotellAndinaA AKO.A 3.7 14 14.28 –0.06 .93 1.13 1.27 .1646 64.57 41.62 FirstAmerFin FAF 2.9 10 64.29 +2.75 6.16 6.52 5.75 .46 14.81 5.57 GEO Group GEO .0 6 5.91 +0.03 .94 .97 1.44 .25 427.90 259.19 Grainger GWW 1.4 33 423.56 +16.68 12.82 ... 21.08 1.53
17.36 11.29 EmbotellAndinaB AKO.B 3.7 15 15.89 –0.17 1.02 1.13 1.27 .1811 12.59 4.30 FirstBanCorp FBP 2.3 26 12.09 +0.08 .46 .95 1.16 .07 36.70 14.95 GFLEnvironmental GFL .1 dd 32.92 +0.03 ... .20 .35 .011 41.15 12.58 GraniteConstr GVA 1.3 dd 39.26 –0.34 –3.18 ... 1.68 .13
11.67 3.96 Embraer ERJ ... dd 11.26 +0.01 –3.81 –.71 .09 ... 15.56 6.77 FirstCmwlthFin FCF 3.0 19 14.44 +0.03 .75 1.06 1.13 .11 85.22 43.65 GFL Env Un GFLU 3.9 ... 77.22 +0.01 ... ... ... .75 13.12 3.71 GranitePointMtg GPMT 6.7 dd 12.90 +0.09 –.73 1.07 1.05 .25
7.28 1.50 EmeraldHldg EEX ... dd 5.28 –0.03 –9.07 .51 .78 ... 9.90 6.19 First HS Educ FHS ... ... 6.69 +0.27 ... ... ... ... 45.94 14.33 GMS GMS ... 64 44.13 –1.72 .55 3.32 3.08 ... 65.00 43.87 GraniteREIT GRP.UT 3.7 12 65.00 +2.46 ... 4.33 4.62 .20
137.61 60.70 EmergentBiosol EBS ... 11 61.94 –15.70 5.67 9.01 5.00 ... 18.42 6.93 FirstHorizon FHN 3.3 9 17.97 +0.38 1.89 ... 1.62 .15 12.65 9.51 GoAcqnA GOAC ... ... 9.90 –0.08 ... ... ... ... 18.88 12.12 GraphicPkg GPK 1.6 31 18.65 +0.14 .60 1.24 ... .075
93.38 50.03 EmersonElec EMR 2.2 27 92.46 +0.26 3.24 3.77 4.17 .505 50.35 31.65 FirstIndRlty FR 2.2 29 48.74 +0.23 1.53 1.00 1.06 .27 11.40 9.91 GOAcquisitionUn GOAC.UT ... ... 10.23 –0.06 ... ... ... ... 21.22 9.77 GrayTelevision GTN 1.6 5 20.31 +0.25 ... 1.56 3.52 .08
12.11 5.19 EmpireStateRealty ESRT .0 dd 11.00 –0.38 ... .05 .10 .105 24.01 7.20 FirstMajestic AG ... cc 16.22 –0.38 .11 .36 .59 ... 2.11 0.75 GoAcqnWt GOAC.WT ... ... .99 –0.01 ... ... ... ... 20.15 10.35 GrayTelevision A GTN.A 1.7 5 18.76 +0.52 ... 1.56 3.85 .08
43.66 25.53 EmployersHldgs EIG 2.4 10 41.06 +1.24 3.97 2.03 2.09 .25 180.98 92.13 FirstRepBank FRC .5 28 179.12 –0.50 5.81 ... ... .22 11.31 3.22 GOL Linhas GOL ... dd 8.76 +0.61 –6.53 –1.85 .23 ... 13.00 6.67 GreatAjax AJX 5.6 15 12.09 +0.59 1.00 1.10 1.21 .17
11.15 9.80 Empower EMPW.UT ... ... 10.30 –0.14 ... ... ... ... 44.22 22.85 FirstEnergy FE 4.3 20 36.70 +1.01 1.99 2.51 2.61 .39 18.24 5.20 GP Strategies GPX ... 41 16.16 –0.35 .41 .96 1.18 ... 34.75 10.86 GreatWesternBncp GWB .1 dd 32.51 +0.72 –12.24 1.48 2.51 .01
10.64 9.75 EmpowerA EMPW ... ... 9.95 –0.01 ... ... ... ... 14.00 9.95 FirstMarkHorizon FMAC.UT ... ... 10.48 –0.07 ... ... ... ... 5.79 1.23 GS Acqn II Wt GSAH.WT ... ... 2.07 –0.23 ... ... ... ... 64.97 27.32 GreenDot GDOT ... 99 44.43 –2.33 .42 2.14 2.60 ...
1.85 0.71 EmpowerWt EMPW.WT ... ... 1.20 –0.09 ... ... ... ... 14.44 9.76 FirstMarkHorizonA FMAC ... ... 10.01 –0.08 ... ... ... ... 17.77 10.21 GS Acqn II GSAH.UT ... ... 10.86 –0.09 ... ... ... ... 50.21 15.22 Greenbrier GBX 2.3 cc 46.76 +2.96 1.46 .21 2.36 .27
10.60 9.70 EmpowermentI EPWR.UT ... ... 10.00 –0.04 ... ... ... ... 4.50 1.12 FirstMarkHorizonWt FMAC.WT ... ... 1.66 +0.03 ... ... ... ... 16.66 9.85 GS Acqn II A GSAH ... dd 10.43 +0.05 ... ... ... ... 19.37 7.82 Greenhill GHL 1.1 18 18.63 –0.28 1.36 1.77 1.79 .05
10.35 9.50 Empower&IncA EPWR ... ... 9.79 –0.14 ... ... ... ... 31.96 8.70 Fisker FSR ... dd 14.01 +0.88 –.40 –.84 –.74 ... 149.05 23.09 GSXTechedu GSX ... dd 27.07 +1.57 ... –6.93 –2.43 ... 15.17 11.36 GreenTree GHG ... 36 13.11 +0.31 .37 5.31 6.52 ...
1.25 0.42 EmpowerIWt EPWR.WT ... ... .46 ... ... ... ... ... 8.56 4.00 FivePoint FPH ... dd 7.38 ... –.01 ... ... ... 11.32 9.71 G Squared I GSQD.UT ... ... 10.02 –0.02 ... ... ... ... 61.46 26.50 Greif A GEF 2.9 36 59.84 +0.20 1.83 3.67 4.26 .44
4.84 2.81 EmpresaDisCom EDN ... dd 3.60 ... ... –.45 1.93 ... 336.00 36.16 FiverrIntl FVRR ... dd 219.26 +3.09 –.46 .42 1.26 ... 10.02 9.07 GSquaredI A GSQD ... ... 9.78 –0.04 ... ... ... ... 62.68 34.13 Greif B GEF.B 4.5 24 59.24 +0.02 2.74 3.76 4.26 .66
7.42 3.38 EnableMidstream ENBL 9.5 91 6.98 +0.22 .12 .65 .63 .1653 51.58 20.86 Flagstar FBC .5 5 45.37 +1.56 9.52 ... 5.43 .06 1.24 0.82 GSquaredI Wt GSQD.WT ... ... 1.00 –0.05 ... ... ... ... 28.47 13.49 Griffon GFF 1.2 18 26.91 –0.48 1.19 1.51 1.90 .08
37.58 26.97 Enbridge ENB 7.1 34 37.09 –0.23 1.10 2.08 2.41 .6197 10.18 9.80 FlameAcqn FLME.UT ... ... 9.98 –0.02 ... ... ... ... 12.59 1.50 GTT Comm GTT ... dd 1.66 +0.13 –1.88 –1.28 –.88 ... 175.04 41.60 Group1Auto GPI .8 11 162.57 –3.18 15.51 18.74 19.41 .31
89.68 58.99 EncompassHealth EHC 1.3 31 88.64 +3.71 2.85 3.48 4.06 .28 9.79 9.60 FlameAcqnA FLME ... ... 9.70 ... ... ... ... ... 10.55 9.70 GalileoAcqn GLEO ... ... 10.07 +0.02 –.17 ... ... ... 85.53 42.21 Grubhub GRUB ... dd 72.61 +0.51 –1.69 .49 1.49 ...
91.00 38.92 Endava DAVA ... cc 87.72 +4.87 ... 1.12 1.29 ... 0.70 0.55 FlameAcqnWt FLME.WT ... ... .59 ... ... ... ... ... 11.65 9.92 GalileoAcquisition GLEO.UT ... ... 10.85 +0.28 ... ... ... ... 118.80 53.88 GpoAeroportuar PAC ... 58 110.14 +2.82 ... 3.70 5.21 ...
6.91 1.35 EndeavourSilver EXK ... dd 5.75 +0.15 .01 .14 .24 ... 295.00 206.60 FleetCorTech FLT ... 36 291.37 –0.09 8.12 12.50 14.64 ... 1.32 0.15 GalileoAcqnWt GLEO.WT ... ... .70 +0.13 ... ... ... ... 193.85 92.57 GpoAeroportSur ASR ... 53 178.66 –1.66 ... 119.57 175.02 ...
8.94 6.22 EnelAmericas ENIA 6.1 14 7.56 –0.60 .54 .62 .68 .043 12.15 4.28 FlexLNG FLNG 10.3 78 11.60 –0.10 .15 1.76 1.67 .30 138.30 73.66 Gallagher AJG 1.4 33 137.94 +1.14 4.20 4.93 5.08 .48 7.03 3.70 GpoAvalAcc AVAL 4.6 11 6.25 –0.15 ... .61 .78 .0222
4.50 3.18 EnelChile ENIC 5.4 dd 3.92 –0.06 –.05 322.33 362.23 .2164 114.41 35.22 Floor&Decor FND ... 62 113.72 +1.13 1.84 1.93 2.44 ... 483.00 3.77 GameStop GME ... dd 151.18 –3.51 –3.31 –.97 –.58 ... 3.68 1.35 GpoSupervielle SUPV 1.7 4 1.78 +0.08 ... .37 .72 .0409
53.19 34.99 Energizer ENR 2.4 dd 50.64 +0.97 –1.58 3.34 3.73 .30 3.09 0.66 FlotekIndustries FTK ... dd 1.40 –0.01 –2.00 ... –.11 ... 6.33 0.71 Gannett GCI ... dd 4.87 +0.01 –5.09 –.24 .32 ... 13.85 4.73 GrupoTelevisa TV ... dd 12.70 –0.33 –.10 .39 .42 ...
9.55 4.98 EnergyTransfer ET 7.4 dd 8.19 +0.32 –.24 1.10 1.14 .1525 25.18 21.19 FlowersFoods FLO 3.3 34 24.30 +0.27 .72 ... 1.19 .20 34.27 6.54 Gap GPS ... dd 34.01 +1.32 –1.78 ... 1.91 ... 29.25 6.37 Guess GES 1.6 dd 28.99 +1.09 –1.27 ... ... .1125
28.05 13.35 EnerpacTool EPAC .1 cc 26.90 +0.42 .01 .55 .92 .04 42.24 21.05 Flowserve FLS 2.0 46 40.32 +0.30 .89 1.53 1.88 .20 200.37 106.57 Gartner IT ... 67 199.42 +7.44 2.96 4.20 5.20 ... 134.22 85.59 Guidewire GWRE ... dd 104.94 –0.33 –.33 .27 .22 ...
5.82 1.70 Enerplus ERF 1.9 dd 5.14 –0.17 –3.09 .95 1.09 .008 24.79 7.43 Fluor FLR ... dd 21.77 –0.69 –3.10 .68 1.32 ... 6.50 2.23 GasLog GLOG 3.4 dd 5.83 +0.01 –.63 ... ... .05 18.00 12.55 GuildHldgs GHLD ... ... 13.45 –0.36 ... 3.40 3.80 ...
104.47 52.04 EnerSys ENS .8 37 92.96 –0.06 3.20 4.46 5.53 .175 17.02 4.63 FlyLeasing FLY ... dd 16.90 +0.05 –2.22 ... ... ... 7.42 2.10 GasLogPartners GLOP 10.8 5 2.50 –0.01 .55 .80 ... .01
31.64 10.70 Eneti NETI 1.0 dd 19.09 –0.44 –70.85 –.13 .57 .05 15.72 10.13 FoleyTrasimene WPF.UT ... ... 10.79 +0.24 ... ... ... ...
H
18.22 7.22 GatesIndustrial GTES ... 64 17.39 +0.16 .27 1.14 1.18 ...
5.14 1.45 EnLinkMid ENLC 8.1 dd 4.63 +0.35 –.86 –.03 .02 .0938 14.51 9.74 FoleyTrasimeneA WPF ... ... 10.00 ... ... ... ... ... 24.00 5.78 GatosSilver GATO ... ... 10.39 +0.06 ... .56 1.60 ...
22.24 15.18 Ennis EBF 4.8 23 20.97 +0.33 .93 1.31 1.46 .25 4.33 1.20 FoleyTrasimeneWt WPF.WT ... ... 1.70 +0.01 ... ... ... ... 14.22 4.30 GencoShipping GNK .6 dd 14.00 +2.25 –5.38 1.53 1.70 .02
41.06 9.43 EnovaIntl ENVA ... 3 32.85 –0.19 11.70 4.68 6.27 ... 81.55 52.91 FomentoEconMex FMX 1.7 dd 80.84 +0.79 ... 56.32 69.79 .5771 364.00 90.30 Generac GNRC ... 60 330.58 –1.65 5.48 8.63 9.42 ... 205.58 91.21 HCA Healthcare HCA .9 15 202.50 +5.57 10.93 13.35 14.79 .48
95.17 37.53 EnPro NPO 1.3 dd 85.95 –0.77 8.98 4.56 5.28 .27 59.88 21.94 FootLocker FL 1.4 19 59.06 +0.31 3.08 ... 5.14 .20 186.98 121.67 GeneralDynamics GD 2.6 17 186.48 +2.01 11.00 11.07 12.15 1.19 80.80 38.59 HCI Group HCI 2.2 23 72.87 –3.70 3.49 3.33 3.93 .40
113.36 85.78 Entergy ETR 3.6 15 106.71 +0.07 6.90 ... ... .95 13.62 4.52 FordMotor F ... dd 12.22 –0.01 ... ... 1.62 ... 14.42 5.48 GeneralElec GE .3 23 13.55 +0.16 .58 ... ... .01 4.75 2.06 HC2 Holdings HCHC ... dd 4.09 +0.23 –1.88 ... –1.50 ...
23.71 14.90 EnterpriseProd EPD 7.7 14 23.28 +0.35 1.71 1.99 2.09 .45 20.56 10.11 ForestRoadAcqn FRX.UT ... ... 10.78 +0.13 ... ... ... ... 66.14 53.96 GeneralMills GIS 3.3 15 61.26 –0.04 3.56 3.72 ... .51 84.70 35.65 HDFC Bank HDB ... 30 69.43 –2.38 2.34 ... 3.25 ...
4.42 1.10 Entravision EVC 2.6 dd 3.87 +0.12 ... .33 .01 .025 18.20 9.72 ForestRoadA FRX ... ... 10.01 +0.03 ... ... ... ... 63.44 20.12 GeneralMotors GM ... 13 57.53 –1.18 4.33 5.27 6.32 ... 11.04 1.60 HEXO HEXO ... dd 5.68 +0.16 –5.26 –.20 –.04 ...
92.51 55.74 Envestnet ENV ... dd 72.81 –2.40 –.06 2.17 2.39 ... 7.38 1.70 ForestRoadWt FRX.WT ... ... 2.55 +0.30 ... ... ... ... 52.37 13.85 Genesco GCO ... dd 48.75 –0.91 –3.97 3.69 4.76 ... 11.51 9.75 HH&L Acqn HHLA.UT ... ... 10.02 –0.25 ... ... ... ...
45.00 14.73 Envista NVST ... cc 44.07 +1.55 .20 ... 1.89 ... 10.59 9.90 ForestRoad II FRXB.UT ... ... 9.99 –0.04 ... ... ... ... 12.08 3.78 GenesisEnergy GEL 6.4 dd 9.36 +0.04 ... .01 .61 .15 10.00 9.60 HH&L Acqn HHLA ... ... 9.80 –0.10 ... ... ... ...
53.96 29.53 EnvivaPartners EVA 6.2 dd 48.33 +0.78 –.36 ... ... .78 26.55 10.77 Forestar FOR ... 14 25.40 –0.40 1.26 1.93 2.34 ... 11.75 9.76 GenesisParkA GNPK ... ... 10.18 –0.04 ... ... ... ... 0.89 0.50 HH&L Acqn Wt HHLA.WT ... ... .65 –0.13 ... ... ... ...
4.85 1.80 EnzoBiochem ENZ ... dd 3.26 –0.07 –.60 ... –.39 ... 44.96 35.53 Fortis FTS 3.6 23 44.40 +0.43 1.94 2.20 2.34 .3962 13.15 9.98 GenesisParkAcqnUn GNPK.UT ... ... 11.37 +0.62 ... ... ... ... 11.20 9.86 HIG Acqn HIGA.UT ... ... 10.15 –0.22 ... ... ... ...
231.16 129.39 Equifax EFX .7 47 229.72 +38.74 4.24 6.87 8.25 .39 74.41 43.87 Fortive FTV .4 17 73.96 +1.58 4.49 2.53 2.79 .07 3.40 0.95 GenesisParkWt GNPK.WT ... ... 1.90 –0.15 ... ... ... ... 15.46 9.60 H.I.G.AcqnA HIGA ... ... 9.93 –0.04 ... ... ... ...
20.81 12.11 Equinor EQNR 2.2 dd 19.86 +0.05 –1.70 1.83 1.71 .11 11.08 9.75 FortressCap FCAX.UT ... ... 10.02 –0.08 ... ... ... ... 9.60 5.61 GenieEnergy GNE 5.8 13 5.84 –0.23 ... .25 .46 .085 2.04 0.80 H.I.G.AcqnWt HIGA.WT ... ... .94 –0.06 ... ... ... ...
 April 26, 2021 BARRON’S M17

New York Stock Exchange Composite List

- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
18.75 9.36 NaturalGrocers NGVC 1.7 17 16.27 –0.24 .89 .68 .75 .07 28.80 9.28 OneConnectFinTech OCFT ... dd 15.25 –0.50 –.55 –.45 –.16 ... 10.39 2.50 PlayAGS AGS ... dd 8.13 +0.38 –2.40 –1.31 –.51 ... 32.48 8.86 RiteAid RAD ... dd 18.37 +0.73 –1.69 .90 .30 ...
19.52 9.56 NaturalResPtrs NRP 10.2 dd 17.64 +0.49 –9.20 2.78 3.00 .45 59.00 17.82 OneMain OMF 3.3 10 54.58 –1.39 5.41 7.44 7.76 3.50 18.07 10.79 PlymouthIndREIT PLYM 4.5 dd 17.78 –0.08 –1.52 –.95 –.67 .20 87.52 41.82 RobertHalf RHI 1.7 30 87.00 +3.70 2.70 4.04 4.51 .38
18.25 0.51 Natuzzi NTZ ... dd 15.22 –1.28 –2.56 2.86 .26 ... 6.84 2.09 OneSmartIntl ONE ... dd 2.75 +0.47 ... –1.45 .18 ... 147.73 61.22 Polaris PII 1.7 77 146.45 +1.43 1.99 8.76 9.43 .63 83.41 60.50 Roblox RBLX ... dd 71.78 –4.07 ... .44 .55 ...
5.56 2.34 NatWest NWG ... dd 5.40 –0.09 –.16 .28 .47 ... 72.55 28.08 OntoInnovation ONTO ... cc 69.98 –0.68 .63 2.71 3.22 ... 10.91 9.70 Pontem PNTM.UT ... ... 10.03 –0.01 ... ... ... ... 43.00 17.50 RocketCos. RKT .0 1 22.15 +0.03 1.76 2.43 1.79 1.11
31.38 5.00 Nautilus NLS ... 9 16.05 –0.57 1.86 1.79 1.82 ... 19.18 10.51 Ooma OOMA ... dd 16.99 +0.11 –.11 .30 .43 ... 10.05 9.43 PontemA PNTM ... ... 9.77 –0.01 ... ... ... ... 10.30 9.90 RocketInternet RKTA.UT ... ... 10.02 –0.13 ... ... ... ...
11.71 4.75 NavigatorHldgs NVGS ... dd 10.17 +0.52 –.01 1.15 1.49 ... 47.68 16.72 Oppenheimer A OPY 1.0 5 47.41 +2.75 ... ... ... .12 1.55 0.71 PontemWt PNTM.WT ... ... .77 –0.01 ... ... ... ... 275.43 169.32 Rockwell ROK 1.6 24 269.06 +3.21 8.77 8.95 9.58 1.07
7.50 3.00 NaviosMaritime NNA 6.3 2 3.15 –0.10 1.71 3.02 .38 .05 80.21 50.86 Oracle ORCL 1.7 18 74.97 –3.98 3.08 4.45 4.81 .32 51.60 31.96 PortlandGenElec POR 3.2 29 50.66 +0.14 1.72 2.62 2.73 .4075 52.84 37.84 RogersComm B RCI 3.2 20 48.93 +0.51 ... 3.06 3.49 .3981
15.42 1.45 NaviosMaritime NM ... dd 8.08 –0.93 –15.35 5.53 10.54 ... 13.03 10.15 Orange ORAN 4.2 6 12.51 +0.04 1.96 1.22 1.34 .473 113.61 81.38 PostHoldings POST ... dd 113.08 +2.49 .01 3.70 5.28 ... 205.95 92.01 Rogers ROG ... 76 203.16 +1.87 2.67 7.42 8.58 ...
32.32 5.51 NaviosMaritime NMM .6 dd 31.80 +4.83 –6.13 6.42 6.57 .05 6.22 3.24 OrchidIslandCap ORC 14.5 dd 5.39 +0.01 .03 ... 1.05 .065 19.48 12.65 PostalRealty PSTL 4.4 dd 18.97 +0.50 –.10 .30 .41 .2175 43.00 24.94 Rollins ROL .9 67 35.80 +0.53 .53 .62 .67 .08
45.25 21.14 NavistarIntl NAV ... dd 44.28 +0.16 –3.48 ... ... ... 21.05 6.56 OrionEngCarbons OEC ... 66 19.18 +0.05 .30 1.61 1.86 ... 28.82 6.85 PrecisionDrilling PDS ... dd 24.92 –2.84 –6.53 –8.94 –4.65 ... 38.90 6.91 RomeoPower RMO ... dd 8.52 +0.15 –.10 –.49 –.53 ...
12.99 9.92 NavSight NSH.UT ... ... 10.50 –0.15 ... ... ... ... 6.67 2.01 OrionGroup ORN ... 9 5.74 –0.19 .67 .34 .55 ... 10.97 5.01 PrefApartment APTS 6.7 dd 10.46 +0.25 –6.95 –2.87 –2.73 .175 455.72 304.55 RoperTech ROP .5 48 434.22 +10.93 8.98 14.67 15.60 .5625
12.05 9.50 NavSightA NSH ... ... 9.95 +0.04 ... ... ... ... 91.38 53.61 Orix IX 3.7 11 81.46 –2.80 10.92 7.33 9.72 1.8545 47.98 32.20 PrestigeCnsHlth PBH ... 14 44.81 –0.41 2.78 3.23 3.45 ... 10.64 9.75 RossAcqnII ROSS.UT ... ... 9.98 –0.01 ... ... ... ...
2.65 0.63 NavSightWt NSH.WT ... ... 1.27 +0.07 ... ... ... ... 128.87 53.44 OrmatTech ORA .6 47 76.69 –4.12 1.65 1.45 ... .12 14.55 7.55 PretiumRscs PVG ... dd 11.03 –0.43 –.21 .92 1.07 ... 10.90 9.92 RotorAcqn ROT.UT ... ... 10.40 +0.01 ... ... ... ...
61.49 36.05 Neenah NP 3.5 dd 54.24 –0.58 –.96 2.96 4.10 .47 37.00 22.08 OscarHealth OSCR ... ... 22.80 –1.64 ... –2.12 –1.58 ... 11.75 9.90 PrimaveraCap PV.UT ... ... 10.20 –0.13 ... ... ... ... 10.10 9.61 RotorAcqnA ROT ... ... 9.92 ... ... ... ... ...
78.36 41.50 Nelnet NNI 1.2 8 75.01 –0.15 ... ... 6.50 .22 125.41 55.33 Oshkosh OSK 1.1 27 124.52 +3.50 4.72 5.83 7.74 .33 10.25 9.57 PrimaveraCapA PV ... ... 9.95 –0.08 ... ... ... ... 1.16 0.51 RotorAcqnWt ROT.WT ... ... .92 –0.05 ... ... ... ...
14.14 5.75 NeoPhotonics NPTN ... dd 11.91 +0.62 –.09 ... .28 ... 13.53 8.59 OsiskoGoldRoyal OR 1.3 cc 12.35 +0.07 .07 .35 .45 .0391 1.54 0.57 PrimaveraCapWt PV.WT ... ... .70 –0.02 ... ... ... ... 95.14 57.11 RoyalBkCanada RY 3.7 15 93.46 –1.25 5.83 7.88 8.14 .8651
21.09 16.63 Netstreit NTST 3.8 cc 20.89 +0.27 ... .27 .37 .20 19.01 9.85 OspreyTechUn SFTW.UT ... ... 10.60 –0.05 ... ... ... ... 11.55 9.85 PrimeImpactI PIAI.UT ... ... 10.05 –0.04 ... ... ... ... 99.24 31.41 RoyalCaribbean RCL ... dd 85.81 +0.42 –27.05 –13.61 1.40 ...
188.14 109.30 Nevro NVRO ... dd 165.70 +16.83 –2.47 ... –1.31 ... 17.47 9.60 OspreyTechA SFTW ... dd 9.95 –0.07 ... ... ... ... 10.98 9.51 PrimeImpactI A PIAI ... ... 9.83 –0.01 ... ... ... ... 44.50 23.07 RoyalDutchA RDS.A 2.9 dd 38.03 –1.35 ... 3.79 4.60 .333
11.60 7.30 NewFrontierHlth NFH ... dd 11.22 –0.14 –.43 –.07 .08 ... 4.89 0.51 OspreyTechWt SFTW.WT ... ... 1.45 +0.09 ... ... ... ... 2.00 0.66 PrimeImpactIWt PIAI.WT ... ... .88 ... ... ... ... ... 42.29 21.79 RoyalDutchB RDS.B 3.6 dd 36.02 –1.30 ... 3.79 4.60 .333
2.97 0.90 NewFrontierWt NFH.WT ... ... 2.97 +0.04 ... ... ... ... 71.98 46.31 OtisWorldwide OTIS 1.3 34 71.28 +0.70 2.08 2.74 2.99 .24 163.69 94.18 Primerica PRI 1.2 17 160.14 –1.06 9.57 11.10 12.31 .47 26.55 9.51 RushStreetInt RSI ... dd 13.75 –0.87 –.01 –.26 –.25 ...
6.59 1.67 NewHome NWHM ... dd 6.06 –0.18 –1.76 .37 .47 ... 17.73 7.55 Ouster OUST ... ... 9.61 +0.91 ... –.53 –.54 ... 17.85 9.48 PrimoWater PRMW 1.4 dd 17.01 +0.39 –.85 .51 .62 .06 79.90 27.43 RyderSystem R 3.0 dd 74.77 –3.03 –2.34 4.50 5.80 .56
43.41 25.87 NewJerseyRscs NJR 3.1 22 42.86 +0.75 2.04 1.79 2.26 .3325 4.57 0.50 OusterWt OUST.WT ... ... 2.60 +0.50 ... ... ... ... 29.15 12.67 ProAssurance PRA .8 dd 26.45 –1.48 –3.26 .31 .47 .05 19.46 3.76 RyersonHolding RYI ... dd 14.93 –0.80 –1.73 ... ... ...
19.97 10.84 NewOrientalEduc EDU ... 69 16.10 +1.09 ... ... .42 ... 24.60 11.02 OutfrontMedia OUT ... dd 23.40 +0.29 –.56 –.28 .61 ... 146.92 111.25 Procter&Gamble PG 2.6 25 133.94 –3.31 4.96 ... ... .8698 86.58 22.01 RymanHospitality RHP ... dd 75.94 –2.15 –7.59 –4.33 .37 ...
81.10 49.43 NewRelic NEWR ... dd 63.26 –2.30 –1.52 –.51 ... ... 2.84 1.73 OverseasShip OSG ... 7 2.28 –0.08 .33 ... ... ... 102.05 71.25 Progressive PGR .4 10 100.76 +2.00 9.66 5.86 5.84 .10
11.48
6.94
4.95
2.16
NewResidInvt
NewSeniorInvt
NRZ
SNR
7.7
3.9
dd
dd
10.43
6.63
–0.06
–0.05
–3.52
–.08
1.46
–.26
1.78
–.14
.20
.065
28.69
39.45
4.30
6.38
Ovintiv
Owens&Minor
OVV
OMI
1.7
.0
dd
cc
22.57
38.81
–0.97
+1.24
–23.47
.47
3.34
3.31
3.99
3.06
.0938
.0025
115.86
13.99
80.12
3.20
Prologis
ProPetro
PLD
PUMP
2.2
...
65
dd
114.87
9.28
+2.31
–0.79
...
–1.06
1.70
–.30
2.06
.14
.63
... S
30.00 7.60 NewYorkCityReit NYC 4.8 dd 8.35 –0.29 ... ... ... .10 97.90 36.18 OwensCorning OC 1.1 dd 95.85 –1.24 –3.53 6.63 7.20 .26 14.25 7.46 ProSightGlobal PROS ... 25 12.65 –0.01 .50 1.25 1.68 ...
13.23 7.72 NY CmntyBcp NYCB 5.7 12 11.99 –0.56 1.02 1.15 1.26 .17 14.42 11.12 OwlRock ORCC 8.6 14 14.37 +0.03 1.00 1.22 1.34 .31 83.02 48.80 ProsperityBcshs PB 2.6 14 76.76 +0.30 5.68 5.42 5.34 .49 169.30 104.64 SAP SAP 2.0 29 143.94 +4.64 4.96 6.21 6.26 2.189
58.73 29.72 NYTimes A NYT .6 79 47.24 –1.82 ... .92 1.20 .07 94.72 33.87 OxfordIndustries OXM 1.6 dd 89.99 +1.11 –5.77 ... ... .37 286.57 81.82 ProtoLabs PRLB ... 58 109.94 +2.29 1.89 2.15 2.77 ... 389.43 280.38 S&P Global SPGI .8 40 388.14 +10.07 9.66 ... 13.74 .77
458.51 332.45 NewMarket NEU 2.1 15 356.23 –31.46 24.64 21.48 23.16 1.90 24.20 10.55 ProvidentFinSvcs PFS 3.9 17 23.62 +0.34 1.39 1.62 1.63 .23 10.81 9.93 SC Health SCPE ... dd 10.09 +0.06 .04 ... ... ...
2.61 0.95 SC Health Wt SCPE.WT ... ... 1.45 +0.16 ... ... ... ...
72.22
4.08
52.33
0.70
Newmont
NewparkResources
NEM
NR
3.3
...
19
dd
65.72
2.90
+0.31
–0.28
3.51
–.89
...
–.03
...
.17
.55
... PQ 99.87
43.83
48.52
23.99
PrudentialFin
Prudential
PRU
PUK
4.7
.8
dd
25
98.50
42.02
–0.38
–1.16
–1.00
1.64
11.69
...
12.80
3.50
1.15
.1073 13.29 9.97 SCVX SCVX.UT ... ... 10.35 –0.25 ... ... ... ...
12.58 3.36 NexaResources NEXA 2.6 dd 10.06 –1.34 –4.22 1.12 1.03 .2643 64.15 43.87 PublicServiceEnt PEG 3.2 17 62.94 –0.41 3.76 3.44 3.51 .51 12.37 9.58 SCVX SCVX ... dd 9.92 –0.04 ... ... ... ...
21.48 10.23 NexPointRealEst NREF 9.1 11 20.87 +0.14 1.74 1.92 2.02 .475 18.78 4.06 PBF Energy PBF ... dd 12.91 –0.97 –11.64 ... ... ... 277.74 172.11 PublicStorage PSA 2.9 44 276.77 +9.97 6.29 7.46 7.86 2.00 2.75 0.50 SCVX Wt SCVX.WT ... ... .94 +0.05 ... ... ... ...
51.10 26.10 NexPointResidentl NXRT 2.7 29 50.47 +1.72 1.74 –1.11 –.96 .3413 15.14 6.87 PBF Logistics PBFX 8.2 6 14.55 +0.14 2.36 2.10 2.03 .30 54.71 24.03 PulteGroup PHM 1.0 10 53.91 –0.31 5.18 6.20 6.84 .14 6.28 1.46 SeacorMarine SMHI ... dd 4.96 –0.11 –3.18 –2.28 –1.80 ...
87.69 55.66 NextEraEnergy NEE 2.0 37 78.24 –2.70 1.48 2.52 2.73 .385 13.34 8.35 PG&E PCG ... dd 10.97 –0.61 –1.05 1.01 1.12 ... 29.53 12.57 PureStorage PSTG ... dd 20.91 –0.64 –1.05 .30 ... ... 11.56 5.85 SFL SFL 7.8 ... 7.66 +0.24 –2.06 .55 .56 .15
56.22 46.18 NextEra6.219%Un NEE.PRQ 5.5 ... 51.10 –1.38 ... ... ... .7774 126.76 91.42 PG&EUn PCGU 5.1 ... 108.27 –5.55 ... ... ... 1.375 12.39 3.31 Puxin NEW ... dd 3.81 +0.27 –.05 2.18 5.67 ... 28.96 17.03 SINOPEC SHI 5.3 dd 25.04 –0.24 ... 4.24 ... 1.5282
65.31 46.80 NextEraEnergyUn NEE.PRO 4.1 ... 59.24 –1.80 ... ... ... .609 26.85 8.29 PGT Innovations PGTI ... 35 26.44 –0.24 .76 1.17 1.39 ... 12.01 3.85 PzenaInvtMgmt PZN 1.2 14 10.23 –0.71 .52 .70 .75 .03 14.99 4.21 SITE Centers SITC 2.9 dd 14.97 +0.90 .08 .07 .12 .11
57.35 40.89 NextEraEnergyUn NEE.PRP 5.2 ... 50.99 –1.32 ... ... ... .6599 5.43 1.36 PHX Minerals PHX 1.7 dd 2.29 +0.19 –1.41 .04 .11 .01 72.60 55.91 QTS Realty QTS 3.0 dd 66.42 +0.95 ... .09 .21 .50 71.69 50.85 SJW Group SJW 2.0 32 68.34 +0.52 2.14 2.34 2.54 .34
88.30 45.82 NextEraEnergy NEP 3.2 15 73.53 –0.79 –.81 2.52 2.15 .6375 81.82 42.15 PJT Partners PJT .3 16 73.15 +3.35 4.40 4.44 5.07 .05 148.56 68.09 Q2Holdings QTWO ... dd 103.83 –1.61 –2.65 .29 .59 ... 31.33 18.05 SK Telecom SKM 2.3 16 31.30 +1.35 1.93 2.64 3.44 .8934
5.74 1.58 NexTierOilfield NEX ... dd 3.29 –0.26 –1.62 –.91 –.43 ... 35.49 22.76 PLDT PHI 4.3 12 26.68 +0.72 2.26 2.57 2.50 .5882 59.00 41.07 Qiagen QGEN ... 34 51.41 –1.34 1.53 ... ... ... 77.99 36.19 SLGreenRealty SLG 5.1 22 71.25 +0.05 4.87 ... .83 .3033
26.74 11.83 NielsenHoldings NLSN .9 dd 25.60 –0.09 –.02 1.49 1.71 .06 11.70 9.88 PMV Consumer PMVC.UT ... ... 10.22 –0.18 ... ... ... ... 6.36 2.11 QuadGraphics QUAD ... dd 3.81 +0.03 ... .45 .43 ... 19.50 1.34 SM Energy SM .1 dd 15.96 –0.18 –6.72 –.98 .98 .01
147.95 84.11 Nike NKE .8 61 130.19 –4.12 ... ... 3.98 .275 10.60 9.60 PMV Consumer PMVC ... ... 9.82 –0.05 ... ... ... ... 301.99 127.93 QuakerChemical KWR .7 cc 242.37 –1.64 2.22 7.07 ... .395 15.88 0.91 SOS SOS ... ... 4.33 –0.02 ... –1.23 3.20 ...
6.59 0.85 NineEnergy NINE ... dd 2.02 –0.08 –12.74 –2.53 –1.46 ... 1.94 0.58 PMV Consumer Wt PMVC.WT ... ... .80 ... ... ... ... ... 27.81 9.64 QuanexBldg NX 1.2 19 27.40 –0.13 1.17 ... 1.71 .08 62.47 31.12 SPX SPXC ... 28 61.99 +2.33 2.12 3.14 3.47 ...
27.24 21.09 NiSource NI 3.4 dd 25.72 +0.10 –.19 1.33 1.40 .22 184.33 93.27 PNC Fin PNC 2.6 9 178.04 –0.82 16.96 11.57 12.74 1.15 97.95 28.71 QuantaServices PWR .2 32 97.64 +1.94 3.07 4.32 4.86 .06 70.00 24.65 SPX FLOW FLOW .5 cc 67.99 +1.76 .14 2.16 2.68 .09
... ... NiSourceUn NIMC ... ... 104.64 ... ... ... ... ... 50.25 34.24 PNM Resources PNM 2.6 23 49.68 +0.11 2.15 2.33 2.52 .3275 10.40 9.76 QuantumFin QFTA.UT ... ... 10.00 –0.08 ... ... ... ... 36.49 11.53 SQZ Biotech SQZ ... dd 12.78 +0.08 ... –3.03 ... ...
52.77 24.43 NoahHoldings NOAH ... dd 42.29 +1.07 ... 21.15 24.98 ... 80.18 33.31 POSCO PKX 1.8 18 79.87 +2.81 4.27 ... ... .3058 9.90 9.50 QuantumFin QFTA ... ... 9.73 –0.12 ... ... ... ... 36.93 22.18 STAG Indl STAG 4.0 28 36.27 +0.71 1.32 .48 .50 .1208
9.79 3.21 Nokia NOK ... dd 4.20 +0.02 –.51 .24 .31 ... 175.07 81.43 PPG Ind PPG 1.2 35 174.65 +7.24 4.45 7.97 8.83 .54 0.90 0.26 QuantumFinWt QFTA.WT ... ... .29 ... ... ... ... ... 36.12 15.44 StoreCapital STOR 4.0 43 35.73 +0.98 .84 .89 .98 .36
29.56 19.75 NomadFoods NOMD ... 22 29.04 –0.07 ... 1.50 1.63 ... 30.94 23.71 PPL PPL 5.7 15 29.16 +0.02 1.91 2.49 2.60 .415 132.73 9.74 QuantumScape QS ... ... 36.00 +0.48 ... –.28 –.35 ... 35.55 24.37 SabineRoyalty SBR 6.4 15 33.55 +0.44 2.28 2.96 3.04 .2379
6.72 3.72 NomuraHoldings NMR 3.9 7 5.41 +0.02 .62 ... ... .132 18.90 9.61 PQ Group PQG .0 dd 16.66 –0.13 –1.30 .59 .52 1.80 60.04 0.74 QuantumScapeWt QS.WT ... ... 24.40 +0.45 ... ... ... ... 3.15 0.82 SafeBulkers SB ... dd 2.80 +0.45 –.25 .42 ... ...
9.00 2.75 NordicAmTankers NAT 12.7 9 3.15 –0.03 .34 –.24 .28 .02 60.50 20.59 ProgHoldings PRG .4 dd 43.05 –1.20 –.90 3.62 4.15 .0381 3.82 1.17 Qudian QD ... 4 1.91 +0.03 ... 4.98 4.02 ... 8.59 5.15 SafeguardSci SFE ... dd 6.13 –0.28 –1.81 –1.22 –.93 ...
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46.45 11.72 Nordstrom JWN ... dd 37.60 +1.77 –4.39 ... ... ... 51.83 24.55 PROS PRO ... dd 45.65 –0.17 –1.78 –.69 –.41 ... 134.71 100.52 QuestDiag DGX 1.9 10 131.21 +1.10 10.47 11.12 7.99 .62 84.99 45.02 Safehold SAFE 1.0 57 66.99 –1.86 1.17 1.43 1.75 .1622
283.51 155.32 NorfolkSouthern NSC 1.4 36 282.00 +11.14 7.84 11.28 12.88 .99 165.25 106.79 PSBusinessParks PSB 2.6 42 163.84 +3.48 ... 2.99 3.22 1.05 17.93 5.28 QuotientTech QUOT ... dd 15.97 –0.17 –.72 –.17 ... ... 64.19 16.40 SailPointTechs SAIL ... dd 49.20 –0.63 –.12 –.01 ... ...
13.07 4.40 NorthAmConstr NOA 1.1 9 11.09 –0.12 1.30 1.67 1.86 .0307 114.18 36.34 PVH PVH ... dd 109.44 +3.27 –15.96 6.15 ... ... 284.50 151.30 Salesforce.com CRM ... 53 233.51 +1.60 4.38 3.44 4.15 ...
148.14 85.00 PackagingCpAm PKG 2.8 29 142.33 +1.97 4.84 ... 7.53 1.00 21.91 8.28 SallyBeauty SBH ... 20 20.48 +0.05 .99 ... ... ...
5.06
42.71
2.78
9.84
NoEuroOil
NorthernGenesis
NRT
NGA.UT
5.5
...
18
...
5.06
19.48
+0.25
+3.07
...
...
...
...
...
...
.04
... 58.36 20.00 PagerDuty PD ... dd 42.28 ... –.87 ... ... ... R 4.87 2.16 SanJuanBasin SJT 4.9 29 4.63 +0.39 ... 1.75 2.09 .0958
35.25 9.60 NorthernGenesis NGA ... ... 16.90 +1.73 ... ... ... ... 62.83 20.50 PagSeguroDig PAGS ... 59 45.71 –0.60 ... 5.51 7.94 ... 12.00 9.56 SandbridgeAcqn SBG.UT ... ... 10.30 +0.06 ... ... ... ...
13.98 0.76 NorthernGenesisWt NGA.WT ... ... 5.30 +0.70 ... ... ... ... 45.00 8.90 PalantirTech PLTR ... dd 23.41 +0.94 ... .15 .20 ... 27.15 19.52 RELX RELX 2.4 33 27.13 +0.13 .81 1.20 1.36 .1725 11.56 9.64 SandbridgeAcqnA SBG ... ... 9.93 ... ... ... ... ...
12.50 9.94 NorthernGenesisII NGAB.UT ... ... 10.50 –0.04 ... ... ... ... 403.00 190.55 PaloAltoNtwks PANW ... dd 358.42 –8.23 –2.76 ... ... ... 43.85 20.75 RE/MAX RMAX 2.6 60 35.93 –2.71 .60 2.12 2.35 .23 2.10 0.56 SandbridgeAcqnWt SBG.WT ... ... .89 –0.08 ... ... ... ...
10.30 9.55 NorthernGenII NGAB ... ... 10.07 +0.14 ... ... ... ... 15.25 9.14 PampaEnergia PAM ... 6 13.85 –0.71 ... 2.51 3.07 ... 20.75 3.92 REV REVG .0 dd 20.49 +0.92 –.48 .90 1.23 .05 10.10 9.78 SandbridgeX2 SBII.UT ... ... 10.00 –0.04 ... ... ... ...
2.20 1.00 NorthernGenIIWt NGAB.WT ... ... 1.45 –0.34 ... ... ... ... 20.18 5.91 ParPacific PARR ... dd 14.21 –0.89 –7.68 –1.40 1.03 ... 689.85 125.23 RH RH ... 72 687.99 +53.49 9.96 20.85 ... ... 5.78 1.11 SandRidgeEnergy SD ... dd 3.93 +0.22 –7.77 –1.54 1.77 ...
10.48 9.75 NorthernGenesisIII NGC.UT ... ... 10.04 +0.04 ... ... ... ... 90.35 15.49 ParTechnology PAR ... dd 79.26 –1.07 –1.92 –.79 –.42 ... 117.84 66.31 RLI RLI .8 18 113.99 –1.09 3.46 2.90 ... .24 10.63 5.96 SandstormGold SAND ... cc 7.64 –0.04 .07 ... ... ...
21.00 9.87 NorthernStar STIC.UT ... ... 11.59 –1.12 ... ... ... ... 10.72 5.54 ParamountGroup PGRE 2.8 dd 10.16 –0.51 –.11 ... ... .07 17.51 7.22 RLJ Lodging RLJ .3 dd 15.73 –0.02 –2.61 ... ... .01 31.49 12.46 SantanderCons SC 2.8 11 31.40 +0.23 2.87 3.69 3.34 .22
19.54 10.19 NorthernStarAcqn STIC ... ... 10.86 –1.19 ... ... ... ... 15.57 10.51 ParkAerospace PKE 3.0 45 13.50 –0.34 .47 .62 .78 .10 35.00 7.89 RLX Tech RLX ... ... 12.12 +3.02 ... 1.43 ... ... 26.68 12.00 SaratogaInvt SAR 6.9 9 25.06 +0.38 5.98 2.15 ... .43
6.23 2.06 NorthernStarAcqnWt STIC.WT ... ... 2.72 –0.49 ... ... ... ... 24.67 6.53 ParkHotels PK ... dd 21.92 +0.61 –6.11 ... .02 ... 7.43 2.23 RPC RES ... dd 4.77 –0.31 –1.00 ... .08 ... 17.60 3.47 Sasol SSL ... dd 17.01 +0.73 ... 1.46 2.38 ...
12.11 10.01 NorthernStarII NSTB.UT ... ... 10.25 +0.10 ... ... ... ... 323.80 130.68 ParkerHannifin PH 1.3 29 318.12 –2.99 9.29 ... 12.36 1.03 98.35 62.94 RPM RPM 1.6 27 94.77 +1.30 2.34 4.16 4.49 .38 42.72 23.49 SaulCenters BFS 5.1 33 41.39 +0.94 1.25 1.75 1.47 .53
11.62 9.78 NorthernStrII A NSTB ... ... 10.03 +0.12 ... ... ... ... 43.54 30.08 Parsons PSN ... 45 42.69 +0.25 .97 2.08 2.30 ... 12.95 4.79 RPTRealty RPT 2.4 dd 12.63 +0.46 –.21 –.21 –.18 .075 30.41 13.70 Schlumberger SLB 1.9 dd 25.71 –0.58 –7.57 .94 1.38 .125
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

3.35 1.24 NorthernStrII Wt NSTB.WT ... ... 1.50 +0.05 ... ... ... ... 9.21 0.36 PartyCity PRTY ... dd 6.62 +0.66 –5.24 .20 .56 ... 6.16 0.97 RR Donnelley RRD ... dd 6.05 +1.37 1.36 1.15 1.20 ... 28.13 20.20 SchneiderNatl SNDR 1.1 20 24.35 –1.21 ... 1.59 ... .07
10.10 9.80 NorthernStrIII A NSTC ... ... 9.90 +2.15 .26 .56 .66 ... 471.08 207.30 PaycomSoftware PAYC ... cc 399.59 +1.12 2.46 4.19 5.43 ... 5.91 2.21 RYBEducation RYB ... dd 2.71 –0.13 ... .05 .06 ... 68.89 31.63 SchwabC SCHW 1.1 30 67.14 +2.40 2.12 3.18 3.36 .18
... ... NorthernStrIII Wt NSTC.WT ... ... 1.02 ... ... ... ... ... 19.57 9.60 Paysafe PSFE ... ... 13.50 +0.01 ... .10 .22 ... 24.89 12.42 RadianGroup RDN 2.0 12 24.69 +0.85 2.00 2.75 3.02 .125 50.79 24.84 SchweitzerMaud SWM 3.8 18 46.92 –2.82 2.66 4.15 4.25 .44
10.00 9.80 NorthernStrIV A NSTD ... ... 9.90 ... ... ... ... ... 6.15 0.92 PaysafeWt PSFE.WT ... ... 4.06 +0.06 ... ... ... ... 52.87 11.51 Rafael RFL ... dd 40.35 +0.92 ... ... ... ... 103.95 68.76 ScienceApplicat SAIC 1.7 25 87.37 –0.92 3.56 ... ... .37
... ... NorthernStrIV Wt NSTD.WT ... ... .95 ... ... ... ... ... 5.30 0.80 PeabodyEnergy BTU ... dd 4.17 +0.30 –19.14 ... ... ... 129.75 62.37 RalphLauren RL ... dd 125.48 +0.92 ... .57 ... ... 28.21 8.28 ScorpioTankers STNG 2.2 12 17.91 –0.42 1.67 –.74 3.08 .10
10.46 9.74 NorthernStarIII NSTC.UT ... ... 10.00 –0.05 ... ... ... ... 11.90 5.08 Pearson PSO 2.4 21 11.18 –0.17 .53 .47 .55 .1885 11.60 4.89 RangeResources RRC ... dd 8.83 –0.52 –2.95 1.11 1.18 ... 254.34 120.65 ScottsMiracleGro SMG 1.1 27 232.84 –5.39 6.81 9.03 9.07 .62
10.20 9.70 NorthernStarIV NSTD.UT ... ... 10.00 ... ... ... ... ... 26.42 8.58 PebblebrookHotel PEB .2 dd 24.55 +0.16 –3.25 –2.57 –.87 .01 6.18 2.27 RangerEnergySvcs RNGR ... dd 5.50 ... –1.21 –.74 .13 ... 9.44 3.53 ScullyRoyalty SRL ... dd 8.49 –0.28 –1.12 –.17 .22 ...
352.12 282.88 NorthropGrum NOC 1.7 18 342.04 –4.39 19.03 23.66 ... 1.45 30.95 19.56 PembinaPipeline PBA 6.5 dd 29.62 +0.12 –.64 1.84 1.92 .1682 22.06 6.63 Ranpak PACK ... dd 18.08 –0.62 ... .11 .20 ... 26.37 9.10 SculptorCapMgmt SCU 41.7 10 22.52 +0.38 3.00 3.41 3.72 2.35
67.24 41.71 NorthwestNat NWN 3.5 24 55.26 –0.22 2.51 2.51 2.61 .48 2.93 0.36 PA Reit PEI 4.4 dd 1.80 ... –3.72 –.46 –.50 .02 131.30 56.56 RaymondJames RJF 1.2 21 129.55 –0.21 5.83 ... 8.87 .39 285.00 52.77 Sea SE ... dd 258.59 +6.17 ... –1.87 –.64 ...
34.49 9.24 NorwegCruise NCLH ... dd 29.81 +1.49 –15.75 –5.88 .53 ... 70.99 26.00 PennyMacFin PFSI 1.4 3 58.60 –0.56 20.92 17.09 11.66 .20 11.30 1.05 RayonierAdvMatls RYAM ... cc 9.38 +0.07 .01 .59 .06 ... 22.86 12.75 SeabridgeGold SA ... dd 17.72 –0.28 –.17 ... –.18 ...
98.52 77.04 Novartis NVS ... 25 88.27 +0.25 3.57 ... ... ... 20.59 7.91 PennyMacMtg PMT 9.5 86 19.78 +0.09 .27 2.26 2.15 .47 37.58 20.23 Rayonier RYN 3.0 cc 35.85 –0.81 .27 .39 .38 .27 49.24 26.87 SealedAir SEE 1.3 16 48.39 +0.18 3.22 3.35 3.65 .16
75.86 61.53 NovoNordisk NVO 1.4 27 74.06 +1.89 ... 3.10 3.45 .9494 88.87 29.65 PenskeAuto PAG 1.9 13 88.60 +1.60 6.74 7.61 8.02 .43 80.76 51.13 RaytheonTech RTX 2.4 dd 80.54 +2.32 –2.59 3.73 5.07 .475 57.57 11.50 SeaWorldEnt SEAS ... dd 56.50 +5.09 –3.99 –.18 1.77 ...
11.36 9.80 NovusCapII NXU.UT ... ... 10.05 –0.02 ... ... ... ... 65.83 30.56 Pentair PNR 1.2 26 64.31 +0.47 2.14 2.93 3.18 .20 15.48 4.32 ReadyCapital RC 2.8 19 14.46 +0.47 .81 1.68 1.67 .10 7.58 2.80 SelectEnergySvcs WTTR ... dd 4.71 –0.19 –3.98 –.43 –.14 ...
10.15 9.58 NovusCapII A NXU ... ... 9.90 +0.03 ... ... ... ... 314.22 161.11 Penumbra PEN ... dd 297.73 +10.34 –.44 ... ... ... 18.94 3.29 Realogy RLGY ... dd 15.29 –0.43 –3.13 2.30 ... ... 37.96 12.83 SelectMedical SEM ... 20 37.80 +1.40 1.93 ... 2.76 ...
1.79 0.80 NovusCapII Wt NXU.WT ... ... .89 –0.07 ... ... ... ... 59.89 19.63 PerformanceFood PFGC ... dd 56.26 –0.98 –1.01 ... ... ... 70.05 47.68 RealtyIncome O 4.1 61 69.40 +2.38 1.14 1.36 1.50 .235 33.00 15.76 SelectQuote SLQT ... 38 30.50 –0.88 –.16 ... 1.30 ...
63.85 25.61 NuSkinEnts NUS 2.8 15 54.01 +1.02 3.63 4.02 4.34 .38 17.98 9.90 PeridotAcqn PDAC.UT ... ... 11.23 –0.27 ... ... ... ... 14.12 9.81 RedBallAcqn RBAC.UT ... ... 10.37 –0.03 ... ... ... ... 140.30 112.16 SempraEnergy SRE 3.2 11 137.07 –1.07 12.88 8.08 8.52 1.10
82.76 35.75 Nucor NUE 2.1 33 77.83 –1.67 2.36 ... 3.95 .405 15.74 9.60 PeridotAcqnA PDAC ... ... 10.38 –0.23 ... ... ... ... 12.40 9.76 RedBallAcqnA RBAC ... ... 10.00 –0.04 ... ... ... ... 18.12 10.62 Semrush SEMR ... dd 16.60 –1.33 ... ... ... ...
20.25 9.47 NuSTAREnergy NS 8.7 dd 18.37 +0.21 –3.15 1.13 1.38 .40 4.67 0.66 PeridotAcqnWt PDAC.WT ... ... 1.85 –0.05 ... ... ... ... 3.29 1.01 RedBallAcqnWt RBAC.WT ... ... 1.14 –0.06 ... ... ... ... 15.04 11.45 SendasDistrib ASAI .0 25 14.65 +0.50 1.01 .83 1.02 .0559
59.77 29.70 Nutrien NTR 3.4 67 53.85 –2.17 .81 2.88 3.02 .46 10.09 9.75 PeridotAcqnII PDOT.UT ... ... 9.96 –0.04 ... ... ... ... 10.87 3.03 RedwoodTrust RWT 6.0 dd 10.64 +0.35 –5.12 ... ... .16 64.80 31.50 SensataTechs ST ... 58 59.97 +1.42 1.04 3.29 3.90 ...
15.08 8.56 NuvationBio NUVB ... ... 11.24 –0.11 ... –.41 –.68 ... 27.38 24.28 PeriphasCap PCPC.UT ... ... 24.99 +0.27 ... ... ... ... 159.64 63.44 RegalBeloit RBC .8 32 148.66 +3.26 4.64 ... 8.16 .30 86.01 41.91 SensientTech SXT 1.8 33 84.95 +3.78 2.59 3.04 3.36 .39
4.91 1.54 NuvationBioWt NUVB.WT ... ... 3.06 +0.01 ... ... ... ... 26.49 23.35 PeriphasCapA PCPC ... ... 24.55 +0.29 ... ... ... ... 39.29 10.33 RegionalMgmt RM 2.1 16 38.80 +0.39 2.40 3.65 4.35 .20 9.57 3.87 SequansComms SQNS ... ... 6.16 +0.31 –1.93 –.60 –.10 ...
30.18 15.60 nVentElectric NVT 2.3 dd 30.02 +0.46 –.28 1.67 1.85 .175 5.50 1.51 PeriphasCapWt PCPC.WT ... ... 2.05 +0.21 ... ... ... ... 22.61 8.41 RegionsFin RF 3.0 20 20.63 –0.57 1.03 1.93 ... .155 24.06 6.03 SeritageGrowth SRG ... dd 18.26 +0.19 –2.87 ... ... ...
162.70 85.71 PerkinElmer PKI .2 21 134.97 +1.81 6.49 8.92 6.22 .07 14.39 4.80 Regis RGS ... dd 12.56 –0.10 –4.77 ... ... ... 54.67 33.93 ServiceCorp SCI 1.6 18 53.23 +0.94 2.88 2.68 ... .21
4.70 2.11 PermianBasin PBT 3.9 16 3.81 –0.15 .24 1.12 1.29 .0182 134.93 66.99 ReinsGrp RGA 2.2 21 129.60 –2.47 6.31 9.28 13.86 .70 598.37 292.70 ServiceNow NOW ... cc 552.70 –4.21 .59 ... 7.04 ...
O 2.07 0.46 PermianvilleRT PVL 10.9 10 1.49 +0.02 ... .17 .05 .0038 17.93 10.20 ReinventTechPtrs RTP.UT ... ... 10.45 –0.05 ... ... ... ... 138.38 45.51 ShakeShack SHAK ... dd 110.31 –6.47 –1.14 ... .57 ...
7.09 1.70 PermRock PRT 3.5 35 5.44 +0.14 ... .66 .65 .0446 17.00 9.86 ReinventTechA RTP ... ... 9.98 –0.09 ... ... ... ... 28.17 15.16 ShawComm B SJR 3.2 26 27.79 –0.19 ... 1.12 1.20 .0788
24.40 9.38 OFGBancorp OFG 1.3 18 24.18 +0.52 1.32 2.20 2.43 .08 58.83 38.20 Perrigo PRGO 2.3 dd 41.83 +0.21 –1.19 2.62 2.87 .24 5.89 1.55 ReinventTechWt RTP.WT ... ... 1.80 +0.08 ... ... ... ... 16.18 8.17 ShellMidstream SHLX 11.8 13 15.60 +1.26 1.28 ... ... .46
35.24 27.96 OGE Energy OGE 4.9 dd 32.95 –0.52 –.87 2.16 2.19 .4025 34.10 21.50 PershingSquare PSTH ... dd 23.90 –0.30 ... ... ... ... 15.80 10.16 ReinventTechZ RTPZ.UT ... ... 10.24 –0.05 ... ... ... ... 274.44 164.86 SherwinWilliams SHW .8 37 273.92 +7.00 7.36 9.03 9.96 .55
15.24 5.76 O-I Glass OI ... 10 15.03 +0.37 1.57 ... 1.89 ... 17.80 5.20 PershingSquWt PSTH.WT ... ... 8.03 –0.13 ... ... ... ... 15.05 9.86 ReinventTechZ A RTPZ ... ... 9.93 –0.09 ... ... ... ... 104.11 30.00 Shift4Paymts FOUR ... dd 99.15 +0.83 –.43 –.03 .69 ...
90.24 65.51 ONE Gas OGS 2.9 22 81.26 +0.64 3.68 ... ... .58 29.62 17.36 Perspecta PRSP 1.0 dd 29.31 –0.03 –4.17 2.07 1.91 .07 4.82 1.24 ReinventTechZ Wt RTPZ.WT ... ... 1.64 –0.06 ... ... ... ... 34.20 21.83 ShinhanFin SHG 3.3 6 33.95 +0.59 5.64 6.42 6.86 1.6738
52.77 23.28 ONEOK OKE 7.4 37 50.60 –1.00 1.42 3.12 3.30 .935 40.49 27.68 PetroChina PTR 6.5 24 35.10 –1.43 ... 4.02 4.65 1.336 159.02 80.20 RelianceSteel RS 1.7 18 157.49 +1.48 5.66 ... ... .6875 1499.75 595.03 Shopify SHOP ... cc 1099.03 –108.77 ... 4.14 4.83 ...
81.98 40.00 ON24 ONTF ... cc 44.83 +0.78 ... –.19 –.10 ... 11.89 5.51 PetroleoBrasil PBR 4.4 dd 8.44 +0.32 .21 1.82 1.88 .0867 201.29 137.90 RenaissanceRe RNR .8 11 172.17 +2.32 15.31 ... ... .36 104.57 33.45 Shutterstock SSTK .9 49 96.11 –3.87 1.97 2.70 2.99 .21
66.31 34.98 OakStreetHealth OSH ... dd 60.49 +1.76 –.55 –1.06 –.68 ... 11.72 5.44 PetroleoBrasilA PBR.A ... dd 8.58 +0.41 .21 1.83 1.90 ... 35.77 0.91 ReneSola SOL ... 21 10.11 +0.90 .70 .15 .31 ... 20.68 6.99 Sibanye-Stillwater SBSW 4.0 8 19.64 –0.92 2.61 3.92 3.47 .1188
12.51 9.79 OaktreeAcqnII OACB.UT ... ... 10.41 +0.13 ... ... ... ... 43.08 29.94 Pfizer PFE 4.0 23 38.66 +0.09 1.71 3.21 2.95 .39 11.84 0.73 Renren RENN ... ... 9.81 +1.80 ... –1.65 –1.65 ... 68.29 7.24 SignetJewelers SIG ... dd 63.58 +0.12 –.94 4.49 4.92 ...
11.62 9.55 OaktreeAcqnII A OACB ... ... 10.03 +0.01 ... ... ... ... 95.60 66.85 PhilipMorris PM 5.1 17 94.61 +1.70 5.16 6.02 6.62 1.20 106.65 75.34 RepublicSvcs RSG 1.6 35 106.39 +2.07 3.02 3.72 4.10 .425 40.79 22.13 SignifyHealth SGFY ... dd 28.54 +1.48 ... .16 .28 ...
2.70 0.99 OaktreeAcqnIIWt OACB.WT ... ... 1.16 –0.08 ... ... ... ... 90.59 43.27 Phillips66 PSX 4.7 dd 76.49 –2.20 –9.06 2.19 6.55 .90 31.67 4.31 ResideoTech REZI ... cc 30.34 +1.77 .29 1.73 2.02 ... 9.50 3.06 SilverBowRscs SBOW ... dd 9.09 +1.32 –25.99 4.36 4.45 ...
32.52 8.52 OccidentalPetrol OXY .2 dd 24.65 +0.27 –17.06 ... –.78 .01 48.51 21.28 Phillips66Ptrs PSXP 9.8 11 35.60 +2.88 3.27 3.33 3.70 .875 224.43 149.16 ResMed RMD .7 44 209.30 +1.79 4.27 ... ... .39 187.86 12.05 SilvergateCapital SI ... 85 115.33 –17.67 ... ... ... ...
15.94 2.29 OccidentalPetrolWt OXY.WT ... ... 10.63 +0.18 ... ... ... ... 2.83 1.12 PhoenixNewMedia FENG .0 2 1.66 +0.08 ... ... .52 1.3712 16.67 1.57 ResoluteForest RFP ... cc 15.74 +0.95 .12 4.86 ... ... 11.66 9.97 SimonPropAcqn SPGS.UT ... ... 10.13 +0.04 ... ... ... ...
15.40 3.31 OceaneeringIntl OII ... dd 10.44 –0.26 –5.01 ... ... ... 81.59 23.25 Phreesia PHR ... dd 52.64 +1.54 –.69 ... –.59 ... 68.48 45.89 RestaurantBrands QSR 3.2 41 66.25 –0.13 ... 2.63 3.03 .53 10.32 9.90 SimonPropA SPGS ... ... 9.92 –0.03 ... ... ... ...
32.51 5.29 OcwenFinancial OCN ... dd 26.86 +1.83 –4.59 –.24 ... ... 20.13 14.20 PhysiciansRealty DOC 4.9 60 18.81 +0.27 .32 .34 .38 .23 12.21 4.01 RetailPropofAmer RPAI 2.4 cc 11.60 +0.09 .07 ... ... .07 1.75 0.91 SimonPropWt SPGS.WT ... ... 1.05 –0.04 ... ... ... ...
2.41 0.43 Oi OIBR.C ... dd 1.56 +0.04 –1.72 –.14 –.02 ... 19.99 11.26 PiedmontOfficeA PDM 4.6 10 18.09 –0.01 1.85 ... .42 .21 20.23 9.60 RetailValue RVI 5.9 dd 19.67 +1.03 –4.72 –.45 –1.87 1.16 121.92 47.25 SimonProperty SPG 4.4 30 116.92 –0.20 ... 4.51 4.83 1.30
38.47 31.86 OilDriAmerica ODC 3.0 13 34.46 –0.31 2.65 1.43 1.46 .26 16.07 9.89 PineIslandAcqn PIPP.UT ... ... 10.21 –0.16 ... ... ... ... 19.00 3.96 Revlon REV ... dd 11.77 +0.81 –11.59 –2.77 –2.53 ... 109.85 58.21 SimpsonMfg SSD .9 25 107.37 –0.48 4.27 4.28 4.68 .23
9.49 2.37 OilStatesIntl OIS ... dd 5.54 –0.31 –7.83 ... ... ... 14.94 9.71 PineIslandA PIPP ... ... 9.97 +0.02 ... ... ... ... 55.83 9.55 Revolve RVLV ... 64 50.70 –0.95 .79 .71 ... ... 11.50 6.62 SiriusPoint SPNT ... 7 10.59 –0.01 1.54 1.35 1.65 ...
24.29 13.08 OldRepublic ORI 3.6 13 24.17 +0.44 1.87 2.17 2.17 .22 4.00 1.02 PineIslandWt PIPP.WT ... ... 1.19 –0.17 ... ... ... ... 116.86 51.99 RexAmerRes REX ... cc 79.01 –4.71 .49 5.48 8.10 ... 184.37 72.88 SiteOneLandscape SITE ... 66 181.76 –0.56 2.75 3.03 3.46 ...
43.32 9.67 Olin OLN 2.0 dd 40.94 –1.05 –6.14 3.80 3.19 .20 37.80 19.97 PingIdentity PING ... dd 23.67 +0.84 –.15 .19 .30 ... 57.23 35.68 RexfordIndlRealty REXR 1.7 92 55.23 +0.44 .51 .41 .41 .24 51.75 15.45 SixFlags SIX ... dd 48.69 +0.89 –4.99 –1.18 ... ...
35.00 23.93 Olo OLO ... ... 29.43 +0.91 ... .02 .06 ... 91.88 69.29 PinnacleWest PNW 4.0 17 83.81 –1.09 4.87 4.96 5.15 .83 51.54 23.97 Rexnord RXN .7 43 50.99 +1.89 ... 1.94 2.26 .09 53.14 22.61 SkechersUSA SKX ... 82 51.90 +7.08 ... ... ... ...
39.24 23.89 OmegaHealthcare OHI 7.1 57 37.89 +0.58 .70 1.65 1.79 .67 89.90 15.82 Pinterest PINS ... dd 74.99 –1.23 –.22 .87 1.24 ... 16.36 10.68 RibbitLeapA LEAP ... ... 11.06 –0.01 ... –4.40 –3.13 ... 46.30 9.81 Skillz SKLZ ... dd 18.17 +3.06 ... –.44 –.33 ...
12.01 9.88 Omnichannel OCA.UT ... ... 10.33 –0.10 ... ... ... ... 169.49 73.51 PioneerNatRscs PXD 1.5 dd 146.45 –1.96 –1.21 8.08 10.69 .56 17.00 11.00 RibbitLeapUn LEAP.UT ... ... 11.50 –0.01 ... ... ... ... 33.37 1.35 SkillzWt SKLZ.WT ... ... 7.26 +3.18 ... ... ... ...
11.06 9.60 OmnichannelA OCA ... ... 9.90 +0.02 ... ... ... ... 124.03 47.36 PiperSandler PIPR 1.4 48 117.50 +0.36 2.72 10.25 9.88 1.85 7.70 1.92 RibbitLeapWt LEAP.WT ... ... 2.30 –0.25 ... ... ... ... 47.92 16.07 SkylineChamp SKY ... 45 44.60 –2.19 1.02 1.27 1.64 ...
2.28 0.60 OmnichannelWt OCA.WT ... ... .92 –0.09 ... ... ... ... 15.50 2.02 PitneyBowes PBI 2.3 dd 8.59 +0.19 –1.06 .35 .57 .05 20.78 9.91 RiceAcqn RICE.UT ... ... 16.88 –0.41 ... ... ... ... 44.57 24.09 SlackTech WORK ... dd 42.56 +0.33 ... –.02 .11 ...
81.54 44.50 Omnicom OMC 3.4 18 81.23 +1.58 4.37 5.92 6.30 .70 10.84 9.69 PivotalInvIII PICC.UT ... ... 9.98 –0.11 ... ... ... ... 17.90 9.62 RiceAcqnA RICE ... ... 14.62 –0.38 ... ... ... ... 85.43 40.21 Smartsheet SMAR ... dd 62.03 –3.17 –.95 ... –.24 ...
16.12 10.03 one AONE.UT ... ... 10.89 +0.26 ... ... ... ... 10.17 9.75 PivotalInvtIII A PICC ... ... 9.75 –0.16 ... ... ... ... 6.00 1.11 RiceAcqnWt RICE.WT ... ... 4.32 –0.37 ... ... ... ... 70.13 38.51 SmithAO AOS 1.5 32 68.36 +0.13 ... 2.54 2.80 .26
15.10 9.70 oneA AONE ... ... 10.24 +0.10 ... ... ... ... 1.25 0.80 PivotalInvtIII Wt PICC.WT ... ... .90 –0.12 ... ... ... ... 449.00 215.05 RingCentral RNG ... dd 322.53 –2.85 ... ... ... ... 46.10 34.29 Smith&Nephew SNN 1.8 40 41.41 +1.01 1.03 1.75 2.07 .462
4.25 0.83 oneWt AONE.WT ... ... 1.89 –0.31 ... ... ... ... 90.34 45.87 PlanetFitness PLNT ... dd 83.81 –4.49 –.19 1.06 1.80 ... 92.85 44.11 RioTinto RIO 5.4 14 86.44 +1.65 ... 12.01 8.57 .93 134.12 101.89 Smucker SJM 2.8 15 129.77 –1.95 6.84 8.88 ... .90
24.94 12.89 OneLiberty OLP 7.3 18 24.52 +0.11 1.33 .70 .71 .45 50.89 10.95 Plantronics PLT ... dd 40.71 +1.14 –20.86 ... ... ... 78.64 38.80 RitchieBros RBA 1.4 41 63.18 +0.31 1.56 1.79 2.06 .22 73.59 15.58 Snap SNAP ... dd 61.30 +0.05 –.65 –.50 –.06 ...
M18 BARRON’S April 26, 2021

New York Stock Exchange Composite List

- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
242.18 114.02 SnapOn SNA 2.1 19 238.69 +3.17 11.44 13.04 13.83 1.23 136.01 66.61 TE Connectivity TEL 1.5 42 134.72 +1.32 –.73 6.13 6.75 .50 21.36 5.68 Tronox TROX 1.6 3 20.61 +0.63 6.69 1.48 2.03 .08 49.50 29.79 VornadoRealty VNO 4.7 dd 44.82 –0.14 –1.83 ... ... .53
429.00 205.07 Snowflake SNOW ... dd 235.64 +2.90 ... ... ... ... 21.52 9.66 Tegna TGNA 1.8 9 20.96 –0.45 2.19 1.94 2.94 .095 23.55 12.30 TrueBlue TBI ... dd 23.04 +0.03 –4.01 1.06 ... ... 69.36 37.92 VoyaFinancial VOYA 1.0 dd 67.30 –1.23 –1.84 5.54 6.69 .165
10.34 1.85 SocialCapHedV Wt IPOE.WT ... ... 4.73 +0.18 ... ... ... ... 21.85 15.60 Telus TU 4.7 29 20.67 –0.17 .71 .89 1.00 .2389 61.26 29.87 TruistFinl TFC 3.1 17 57.62 –0.22 3.08 4.01 4.63 .45 178.28 88.60 VulcanMatls VMC .8 40 176.57 +0.90 4.39 ... ... .37
19.47 10.56 SocialCapHedIV IPOD.UT ... ... 11.52 +0.25 ... ... ... ... 33.60 26.92 TelusIntl TIXT ... ... 29.12 –0.26 ... .91 1.18 ... 23.85 7.06 TsakosEnergy TNP 2.7 dd 9.20 –0.07 –.80 –1.42 4.27 .125 13.72 10.10 VyGlblGrowth VYGG.UT ... ... 10.73 +0.07 ... ... ... ...
6.68 1.96 SocialCapHedosIVWt IPOD.WT ... ... 2.34 –0.03 ... ... ... ... 40.55 12.28 Ternium TX .0 10 39.94 +0.30 3.99 8.85 5.93 2.10 20.11 6.34 TufinSoftware TUFN ... dd 9.84 –0.18 –.99 –1.02 –.87 ... 12.74 9.63 VyGlblGrowthA VYGG ... ... 10.15 –0.11 ... ... ... ...
18.31 10.38 SocialCapHedIV A IPOD ... ... 10.95 +0.13 ... ... ... ... 81.46 24.39 TFI Intl TFII 1.2 26 79.34 +1.95 3.09 3.76 4.75 .23 38.59 1.92 Tupperware TUP ... 12 26.15 –1.33 2.14 3.04 3.66 ... 5.05 1.08 VyGlblGrowthWt VYGG.WT ... ... 2.04 +0.16 ... ... ... ...
30.92 10.18 SocialCapHedV IPOE.UT ... ... 17.40 –0.10 ... ... ... ... 71.06 42.52 TJX TJX 1.5 cc 70.39 +0.40 .07 2.38 ... .26 6.36 4.36 TurkcellIletism TKC 3.5 7 4.60 –0.12 .69 .78 .89 .1212
28.26
19.35
10.10
10.05
SocialCapHedV A
SocialCapHedVI
IPOE
IPOF.UT
...
...
...
...
16.17
11.35
–0.15
+0.44
...
...
...
...
...
...
...
...
10.50
9.85
9.79
9.50
TLG Acqn One
TLGAcqnOneA
TLGA.UT
TLGA
...
...
...
...
9.95
9.74
–0.05
–0.10
...
...
...
...
...
...
...
...
61.08
19.64
20.04
4.40
TurningPoint
TurquoiseHill
TPB
TRQ
.5
...
29
8
48.05
17.27
–1.76
–1.98
1.67
2.02
2.73
3.01
3.15
.93
.055
... W
17.81 10.08 SocialCapHedVI A IPOF ... ... 10.76 +0.37 ... ... ... ... 1.00 0.51 TLGAcqnOneWt TLGA.WT ... ... .66 +0.06 ... ... ... ... 20.24 5.76 TutorPerini TPC ... 8 16.54 –0.94 2.12 ... ... ...
6.97 1.81 SocialCapHedVI Wt IPOF.WT ... ... 2.36 –0.08 ... ... ... ... 37.36 10.00 TPGPaceBenFin TPGY.UT ... ... 19.76 +4.21 ... ... ... ... 27.65 17.10 Tuya TUYA ... ... 20.27 –0.01 ... –.14 –.21 ... 5.00 1.35 W&T Offshore WTI ... 12 3.04 –0.15 .26 .25 .29 ...
1.25 0.97 SocialLvgI Wt SLAC.WT ... ... 1.04 ... ... ... ... ... 34.28 9.76 TPGPaceBenA TPGY ... ... 17.30 +2.91 ... ... ... ... 457.30 104.40 Twilio TWLO ... dd 384.64 –0.60 ... –.10 .33 ... 106.85 80.55 WEC Energy WEC 2.8 26 96.79 –0.17 3.79 ... ... .6775
11.20 9.85 SocialLvgI SLAC.UT ... ... 10.06 –0.02 ... ... ... ... 12.00 1.55 TPGPaceBenWt TPGY.WT ... ... 6.15 +1.25 ... ... ... ... 10.21 9.85 TwinRidgeCap TRCA.UT ... ... 9.98 –0.02 ... ... ... ... 234.64 103.68 WEX WEX ... dd 227.23 –1.79 –5.56 ... ... ...
10.28 9.70 SocialLvgI A SLAC ... ... 9.85 +0.02 ... ... ... ... 10.27 10.10 TPGPaceBenII YTPG ... ... 10.17 +0.06 ... ... ... ... 80.75 27.12 Twitter TWTR ... dd 67.02 –3.10 –1.44 .88 1.18 ... 78.07 38.76 WNS WNS ... 36 73.53 –0.23 2.35 3.12 3.57 ...
60.30 20.35 SOQUIMICH SQM .2 86 53.52 –1.58 ... 1.13 1.60 .3696 10.20 10.05 TPG Pace Solns TPGS ... ... 10.16 +0.02 ... ... ... ... 10.03 9.75 twoA TWOA ... ... 9.87 –0.07 ... ... ... ... 76.12 52.22 W.P.Carey WPC 5.7 28 73.38 +1.28 2.60 2.13 2.25 1.048
8.94 2.95 Sogou SOGO ... dd 8.51 +0.02 ... .19 .30 ... 13.00 10.00 TPGPaceTechOpps PACE.UT ... ... 10.24 –0.08 ... ... ... ... 7.85 3.82 TwoHarbors TWO 8.3 dd 7.49 –0.07 –6.24 .94 ... .17 68.34 32.53 WPP WPP 2.4 dd 67.10 –0.70 –15.56 4.87 5.58 .9777
15.08 5.06 SolarisOilfield SOI 4.1 dd 10.27 –0.93 –1.03 .04 ... .105 12.50 9.56 TPGPaceTechA PACE ... ... 10.07 +0.08 ... ... ... ... 479.79 305.30 TylerTech TYL ... 96 451.50 +3.30 4.69 5.72 6.32 ... 20.55 6.76 WabashNational WNC 1.7 dd 18.52 –0.37 –1.84 .77 1.41 .08
24.34 13.98 SolarWinds SWI ... 37 18.32 –0.22 .50 .91 1.05 ... 4.60 1.23 TPGPaceTechWt PACE.WT ... ... 1.30 –0.01 ... ... ... ... 79.77 54.28 TysonFoods TSN 2.3 14 78.70 –0.22 5.64 5.83 6.36 .445 85.75 48.75 Wabtec WAB .6 39 85.41 +4.80 2.17 4.17 4.77 .12
56.07 16.47 SonicAutomotive SAH .8 dd 50.68 +0.19 ... 4.51 5.20 .10 12.27 5.14 TPG RE Fin TRTX 6.5 dd 12.23 +0.33 –2.03 .99 1.13 .20 25.90 12.12 Waddell&ReedFin WDR 4.0 23 25.00 +0.04 1.08 1.92 1.77 .25
U
65.70 42.41 SonocoProducts SON 2.8 33 65.42 +0.54 2.05 3.57 3.80 .45 12.85 9.90 TailwindAcqn TWND.UT ... ... 10.77 +0.42 ... ... ... ... 113.79 32.13 Walker&Dunlop WD 1.8 14 109.12 –1.85 7.69 ... ... .50
118.50 61.35 Sony SONY .3 14 109.94 –1.16 4.34 8.01 5.62 .248 11.65 9.55 TailwindAcqnA TWND ... ... 9.91 +0.01 ... ... ... ... 153.66 117.01 Walmart WMT 1.6 30 139.90 –0.71 4.75 5.41 ... .55
30.25 18.24 SoJerseyInd SJI 4.9 15 24.92 +0.27 1.62 ... ... .3025 2.75 0.62 TailwindAcqnWt TWND.WT ... ... .95 –0.02 ... ... ... ... 10.63 10.00 WarburgPincusI-A WPCA.UT ... ... 10.15 +0.01 ... ... ... ...
54.66 48.00 SouthJerseyUn SJIV 8.5 ... 54.18 +0.60 ... ... ... 1.0938 10.67 9.74 TailwindIntlAcqn TWNI.UT ... ... 9.99 –0.01 ... ... ... ... 16.31 8.99 UBS Group UBS 2.4 9 15.33 –0.78 1.83 1.55 1.67 .37 10.28 9.94 WarburgPincusI-B WPCB.UT ... ... 10.02 –0.08 ... ... ... ...
66.40 50.40 Southern SO 4.0 22 65.33 +0.32 2.93 3.31 3.56 .66 10.15 9.74 TailwindIntlA TWNI ... ... 9.76 –0.12 ... ... ... ... 46.97 29.34 UDR UDR 3.1 cc 46.78 +1.76 .20 .04 .11 .3625 25.90 9.46 WarriorMetCoal HCC 1.1 dd 17.48 –1.13 –.70 1.68 2.23 .05
53.50 43.34 SouthernUnSeriesA SOLN 6.4 ... 53.09 +0.19 ... ... ... .8438 0.90 0.55 TailwindIntlWt TWNI.WT ... ... .62 –0.07 ... ... ... ... 44.54 26.95 UGI UGI 3.0 15 44.19 +0.17 2.54 2.85 3.16 .33 10.20 9.71 WarriorTech WARR.UT ... ... 9.97 –0.10 ... ... ... ...
83.15 30.60 SoCopper SCCO 3.9 35 71.64 –4.56 2.03 3.00 3.38 .70 10.19 9.74 TailwindTwo TWNT.UT ... ... 10.01 –0.07 ... ... ... ... 21.61 10.32 UMH Prop UMH 3.5 dd 21.46 +1.46 –.72 –.21 –.04 .19 10.00 9.71 WarriorTechA WARR ... ... 9.80 –20.26 ... 2.02 2.84 ...
64.75 22.47 SouthwestAir LUV ... dd 61.53 –0.86 –5.44 –1.84 3.13 ... 142.20 49.38 TaiwanSemi TSM 1.2 35 118.64 –0.20 3.39 4.02 4.63 .3527 57.16 32.80 Unitil UTL 3.0 23 50.40 +0.13 2.15 2.43 2.71 .38 0.62 0.49 WarriorTechWt WARR.WT ... ... .50 ... ... ... ... ...
81.62 57.00 SouthwestGas SWX 3.3 17 71.93 –0.45 4.14 ... ... .595 20.00 15.30 TakedaPharm TAK 4.1 31 17.06 –0.02 .13 .78 ... .398 16.50 7.06 USA Compression USAC 13.8 dd 15.22 –0.79 –6.65 –.30 .03 .525 17.55 1.69 WashingtonPrime WPG ... dd 2.13 –0.06 –11.04 –8.91 –9.23 ...
4.88 2.18 SouthwesternEner SWN ... dd 3.91 –0.23 –5.42 ... ... ... 16.81 5.39 TalosEnergy TALO ... dd 11.11 –0.69 –6.88 –.78 .21 ... 37.79 26.98 US Cellular USM ... 14 35.75 –0.71 ... 1.83 1.66 ... 25.67 16.95 WashingtonREIT WRE 5.3 dd 22.83 –0.20 –.20 –.12 –.03 .30
18.71 10.15 SpartanAcqnII SPRQ.UT ... ... 10.83 +0.02 ... ... ... ... 22.40 5.05 Tanger SKT 4.2 dd 16.98 +0.04 –.40 .24 .34 .1775 6.49 2.36 USD Partners USDP 7.8 dd 5.66 +0.07 –.74 .97 1.07 .111 118.01 83.10 WasteConnections WCN .7 cc 117.96 +1.18 .78 3.03 3.35 .205
11.08 9.81 SpartanAcqnIII SPAQ.UT ... ... 10.06 –0.05 ... ... ... ... 47.07 11.51 Tapestry TPR ... dd 46.36 –0.20 –2.34 2.61 2.89 ... 41.23 15.60 US Foods USFD ... dd 39.43 +0.64 –1.15 1.47 2.35 ... 136.35 94.13 WasteMgt WM 1.7 38 135.50 +0.45 3.52 4.74 5.25 .575
10.00 9.71 SpartanAcqnIII A SPAQ ... ... 9.83 –0.05 ... ... ... ... 35.27 9.09 TargaResources TRGP 1.2 dd 33.94 +0.56 –7.26 .94 1.62 .10 10.74 9.81 USHG Acqn HUGS.UT ... ... 10.18 +0.13 ... ... ... ... 309.65 171.38 Waters WAT ... 37 306.50 +6.60 8.36 9.62 10.54 ...
1.41 0.86 SpartanAcqnIII Wt SPAQ.WT ... ... 1.01 –0.10 ... ... ... ... 210.86 103.86 Target TGT 1.3 24 206.01 –2.54 8.64 ... ... .68 9.95 9.75 USHG Acqn A HUGS ... ... 9.84 ... ... ... ... ... 295.94 150.09 Watsco WSO 2.7 39 292.27 +8.59 ... 8.39 8.67 1.95
16.66 9.73 Spartan II A SPRQ ... ... 10.00 ... ... ... ... ... 80.00 53.95 TaroPharm TARO ... dd 75.52 –0.12 ... –8.41 3.87 ... 1.24 0.70 USHG Acqn Wt HUGS.WT ... ... 1.11 ... ... ... ... ... 292.11 154.00 Watsco B WSO.B 2.7 39 292.11 +13.72 ... 8.39 8.77 1.95
143.67 64.30 US PhysTherapy USPH 1.2 47 117.00 +7.06 2.48 2.63 2.98 .35 131.51 71.01 WattsWater WTS .7 37 123.83 +3.29 ... ... 4.23 .23
4.21 1.36 Spartan II Wt SPRQ.WT ... ... 1.53 –0.29 ... ... ... ... 23.70 4.77 TataMotors TTM ... dd 19.70 –0.81 –2.46 ... ... ...
32.68 10.37 TaylorMorrison TMHC ... 17 31.57 –0.79 1.88 4.65 5.06 ... 15.38 1.29 US Silica SLCA ... dd 11.04 –0.92 –1.55 –.16 .41 ... 369.00 107.51 Wayfair W ... cc 308.18 –13.46 ... 2.70 5.26 ...
92.12 35.03 SpectrumBrands SPB 1.9 19 88.42 –0.44 2.18 5.68 6.04 .42
41 13.84 3.75 Team TISI ... dd 9.70 –1.23 –7.74 –.82 –.25 ... 12.33 3.37 US Xpress USX ... 29 10.03 –1.18 ... 1.01 1.29 ... 63.81 19.76 WebsterFin WBS 3.0 17 53.32 –4.05 2.35 ... 4.75 .40
77.95 50.58 Spire SR 3.4 76.37 –0.89 1.44 ... ... .65
53.63 15.66 SpiritAeroSys SPR .1 dd 46.17 –0.34 –8.38 –2.43 .19 .01 9.36 3.66 TechnipFMC FTI ... dd 6.95 –0.32 –7.33 –.09 .19 ... 14.38 7.18 UWM UWMC 5.1 dd 7.85 +0.36 –.12 1.17 1.20 .10 5.49 0.73 Weidai WEI ... ... 1.09 +0.04 ... ... ... ...
23.93 6.91 TeckRscsB TECK .7 dd 21.91 –0.32 ... 2.26 2.29 .0391 4.87 1.01 UWM Wt UWMC.WT ... ... 1.51 –0.09 ... ... ... ... 31.63 13.91 WeingartenRealty WRI 3.8 36 31.34 +1.03 .88 .39 .45 .30
40.77 7.25 SpiritAirlines SAVE ... dd 37.29 +0.44 –5.06 –3.73 ... ... 12
64.05 26.58 Uber UBER ... dd 57.93 –2.42 –3.86 ... –.57 ... 59.70 44.35 WeisMarkets WMK 2.3 52.88 –1.06 4.42 2.45 2.55 .31
46.62 23.88 SpiritRealtyCap SRC 5.4 cc 45.99 +1.64 .15 ... 1.04 .625 4.51 1.70 Teekay TK ... dd 3.15 +0.05 –.82 –.01 .12 ...
36 22.98 3.90 Welbilt WBT ... dd 22.23 +6.25 –.05 .42 .71 ...
... 15.25 10.06 TeekayLNG un TGP 7.7 23 14.97 +0.45 .73 2.47 2.53 .2875 401.81 150.75 Ubiquiti UI .6 288.87 +1.50 5.80 ... ... .40
11.75 9.89 SportsEntAcqn SEAH.UT ... 10.28 –0.32 ... ... ... ... 44.40
... 26.92 8.90 TeekayTankers TNK ... 5 13.31 +0.62 ... –1.45 ... ... 80.00 64.84 UiPath PATH ... dd 74.84 ... ... ... ... ... 20.76 WellsFargo WFC .9 30 43.86 +0.02 .41 3.69 3.52 .10
10.80 9.59 SportsEntA SEAH ... 9.78 –0.16 ... ... ... ... 25 76.87 36.08 Welltower WELL 3.2 dd 75.44 –0.25 2.33 .63 .87 .61
17.90 12.48 TejonRanch TRC ... dd 15.28 –0.49 –.03 .02 .13 ... 4.74 2.15 UltraparPart UGP ... 3.86 +0.02 .16 .21 .23 ...
2.03 0.90 SportsEntWt SEAH.WT ... ... .98 –0.24 ... ... ... ... dd 95.19 22.05 WescoIntl WCC ... 65 90.53 +3.62 ... 5.95 ... ...
308.00 147.71 TeladocHealth TDOC ... dd 182.45 –7.65 –5.36 –1.78 –.65 ... 24.39 7.15 UnderArmour A UAA ... 23.03 +0.98 –1.21 .19 .33 ...
387.44 136.62 Spotify SPOT ... dd 284.11 –7.91 –3.53 –1.75 –.94 ... dd 88.48 20.53 WestFraserTimber WFG .8 9 77.43 –7.61 ... 18.50 8.59 .1554
4.45 20.31 6.37 UnderArmour C UA ... 19.26 +0.84 –1.21 .19 ... ...
24.38 12.83 SpragueRscs SRLP 11.3 21 23.72 ... 1.11 1.31 1.60 .6675 11.56 TelecomArgentina TEO 27.8 dd 4.46 –0.45 ... –.19 .25 .9972
30.94 9.45 Unifi UFI ... dd 27.83 –0.30 –3.10 ... 1.07 ... 326.51 185.09 WestPharmSvcs WST .2 71 323.68 +9.85 4.57 6.16 6.90 .17
46.16 22.90 Sprott SII 2.3 41 42.90 +1.88 1.10 1.34 1.56 .25 444.13 289.19 TeledyneTech TDY ... 42 443.46 +14.21 10.62 11.48 13.27 ...
445.16 312.33 Teleflex TFX .3 63 443.71 +11.15 7.09 12.63 14.86 .34 258.86 145.96 Unifirst UNF .4 34 230.45 +2.77 7.13 ... 8.01 .25 107.94 26.75 WestAllianceBcp WAL .9 17 106.73 +6.47 5.04 8.07 9.06 .25
283.19 60.90 Square SQ ... cc 246.43 –9.67 ... 1.24 1.90 ... 63.89 49.75 Unilever UL 3.2 24 56.88 –0.69 ... 2.98 3.20 .5139 4.10 1.85 WesternAssetMort WMC 8.0 dd 3.01 –0.13 –5.72 .32 .36 .06
57.55 16.30 St.Joe JOE .7 57 43.85 –2.17 .77 .25 .08 .08 10.31 7.08 TelefonicaBras VIV 9.1 14 8.01 +0.07 ... .58 .67 .0139
5.69 3.22 Telefonica TEF 7.2 16 4.50 –0.07 .27 .53 .52 .2371 226.21 147.05 UnionPacific UNP 1.7 28 223.54 +0.83 7.88 9.58 ... .97 20.90 6.32 WesternMidstrm WES 6.4 16 19.67 +0.48 1.18 2.41 2.64 .315
55.29 33.94 StandardMotor SMP 2.3 17 43.49 +0.30 2.51 2.81 3.11 .25 27.91 9.35 Unisys UIS ... dd 24.93 –1.17 11.93 1.61 2.21 ... 26.55 17.56 WesternUnion WU 3.6 15 26.33 +0.44 1.79 ... ... .235
108.17 40.32 StandexInt SXI 1.0 72 97.00 +0.89 1.63 4.22 ... .24 25.62 16.97 TelekmIndonesia TLK 2.6 17 22.74 –0.59 ... 1.56 1.80 .824
11.28 2.39 UnitedMicro UMC .9 26 10.62 +1.14 .41 ... .58 .1361 97.80 36.09 WestlakeChem WLK 1.2 37 93.52 –2.18 2.56 6.86 5.87 .27
210.16 97.64 StanleyBlackDck SWK 1.3 27 209.09 +3.71 7.77 10.34 11.34 .70 24.51 16.38 Telephone&Data TDS 2.9 12 23.78 +0.06 ... 1.20 1.08 .175
41.37 10.21 UnitedNatFoods UNFI ... 10 35.61 –0.37 –5.10 3.42 3.54 ... 27.20 15.86 WestlakeChemPtrs WLKP 7.0 14 26.98 +0.52 1.88 1.98 2.30 .4714
124.71 67.73 StanleyB&D Un SWT 4.2 ... 124.33 +0.33 ... ... ... 1.3125 40.18 10.75 TempurSealy TPX .7 24 39.98 +0.48 1.64 2.45 2.74 .07 46
181.19 88.85 UPS B UPS 2.3 cc 178.96 –0.75 1.54 9.00 9.65 1.02 19.73 9.14 WestpacBanking WBK 1.1 19.58 –0.10 .43 1.31 1.28 .2353
47.56 27.79 Stantec STN 1.1 41 46.62 –0.53 1.14 ... 2.10 .1186 23.81 8.86 Tenaris TS .0 dd 21.32 –0.65 –1.09 .45 .72 .14
341.00 102.24 UnitedRentals URI ... 26 318.94 –9.20 12.20 18.76 21.76 ... 54.99 23.22 WestRock WRK 1.5 dd 53.30 –1.33 –2.67 3.45 ... .20
11.20 7.18 StarGroup SGU 5.2 9 10.86 +0.45 1.07 1.46 .94 .1425 32.25 10.30 TencentMusic TME ... 53 18.97 +0.93 ... ... ... ...
58.46 28.36 US Bancorp USB 2.9 15 57.23 –0.63 3.06 4.66 4.41 .42 26.90 9.42 Westwood WHG 2.4 dd 16.73 –0.02 –1.12 1.00 1.00 .10
13.25 10.07 StarPeakII STPC.UT ... ... 10.43 –0.14 ... ... ... ... 57.88 15.19 TenetHealthcare THC ... 15 55.70 +1.28 3.75 4.76 5.30 ...
27.40 6.58 US Steel X .2 dd 23.71 +1.04 –5.92 ... ... .01 39.78 16.05 Weyerhaeuser WY 1.8 36 38.20 –1.12 1.07 2.32 ... .17
12.25 9.70 StarPeak II A STPC ... ... 10.12 –0.07 ... ... ... ... 83.16 48.80 Tennant TNC 1.1 45 81.12 +0.33 1.81 3.66 4.12 .23
13.12 3.68 Tenneco TEN ... dd 10.75 –0.07 ... 3.37 4.42 ... 401.99 273.71 UnitedHealth UNH 1.2 23 400.31 +9.30 16.03 18.52 21.30 1.25 57.89 34.85 WheatonPrecMet WPM 1.2 38 42.77 +0.40 1.13 ... ... .13
4.68 1.30 StarPeak II Wt STPC.WT ... ... 1.54 –0.11 ... ... ... ... 174.94 65.11 UnitySoftware U ... ... 102.51 +1.77 –1.66 –.35 –.13 ... 246.24 101.03 Whirlpool WHR 2.3 11 238.94 +4.13 17.07 ... ... 1.40
60.99 9.89 StarPeakEner STPK.UT ... ... 29.72 –1.61 ... ... ... ... 59.58 17.99 Teradata TDC ... 45 52.18 +12.59 1.16 1.64 1.98 ... 1267.52 752.10 WhiteMtnIns WTM .1 5 1222.87 +58.76 226.97 18.00 20.00 1.00
cc 23.38 11.26 Univar UNVR ... 74 22.97 –0.07 .31 ... 1.64 ...
51.49 9.60 StrPeakEnerA STPK ... ... 25.86 –0.37 ... ... ... ... 50.09 11.54 Terex TEX 1.0 47.28 +0.47 –.15 ... ... .12 10.43 4.71 WhitestoneREIT WSR 4.4 70 9.76 +0.01 .14 1.00 .23 .0358
59.97 38.82 Universal UVV 5.3 23 58.09 –0.20 2.86 2.03 2.40 .77
32.98 0.96 StrPeakEnerWt STPK.WT ... ... 13.16 –0.39 ... ... ... ... 55.00 24.87 Terminix TMX ... cc 49.04 +0.22 4.14 1.37 1.56 ... 38.82 13.44 WhitingPetrol WLL ... dd 35.48 +0.20 1.03 4.04 4.55 ...
113.52 52.25 UniversalHealth UHT 4.0 49 69.00 –0.58 1.41 2.49 2.48 .695
7.54 2.51 Starrett A SCX ... dd 6.02 +0.06 ... 1.19 1.33 ... 64.24 44.53 TerrenoRealty TRNO 1.8 55 63.35 +1.76 1.16 .91 .99 .29
dd 150.59 86.65 UniversalHealthB UHS .5 13 145.51 –0.63 ... 10.68 12.12 .20 18.20 4.72 WideOpenWest WOW ... 82 14.27 +0.78 .17 ... .91 ...
9.80 2.83 Startek SRT ... dd 8.26 –0.26 –.99 .58 .73 ... 3.08 0.25 TetraTech TTI ... 2.56 +0.04 –.41 .02 .15 ... 25 57.99 30.00 Wiley A JW.A 2.4 dd 57.40 +0.35 ... 2.71 2.80 .3425
dd 20.85 10.84 UnivInsurance UVE 4.6 13.92 –0.07 .60 ... ... .16
25.82 10.72 StarwoodProp STWD 7.5 22 25.53 +0.02 1.16 2.04 2.12 .48 13.30 8.44 TevaPharm TEVA ... 10.24 –0.51 –3.67 2.61 2.76 ... dd 58.04 30.79 Wiley B JW.B 2.4 dd 58.04 +1.33 ... 2.71 2.80 .3425
8.31 4.47 UnvlTechInst UTI ... 5.74 –0.17 .05 .26 .43 ...
87.89 51.21 StateStreet STT 2.6 13 81.11 +0.68 6.32 7.01 7.99 .52 1710.50 427.69 TexasPacLand TPL .7 56 1472.68 –107.32 41.09 ... 39.12 2.75 30.34 12.80 UnumGroup UNM 4.0 7 28.77 –0.33 3.89 4.75 5.39 .285 24.69 17.48 Williams WMB 6.9 cc 23.61 –0.01 .17 1.15 1.25 .41
21.76 4.31 SteelPartners SPLP ... 20 20.87 +1.87 2.93 ... ... ... 31.73 6.87 Textainer TGH ... 18 25.76 –2.38 1.36 2.81 3.88 ... 18.39 7.45 UrbanEdgeProp UE 3.3 23 18.30 +0.42 .79 .10 .20 .15 188.23 55.09 Williams-Sonoma WSM 1.4 20 172.69 –1.62 8.61 9.52 ... .59
16.85 9.10 Steelcase SCS 2.8 65 14.15 –0.46 ... .24 .70 .10 60.63 21.92 Textron TXT .1 45 60.43 +1.89 1.35 2.82 3.51 .02 15.50 8.18 UrstadtBiddle UBP 3.3 74 15.06 +0.33 .20 .73 .80 .125 87.53 36.63 Winnebago WGO .6 17 77.43 –0.39 1.84 7.04 7.21 .12
18.43 7.08 Stellantis STLA .0 dd 17.39 –0.96 ... 2.54 3.16 .3813 532.57 320.24 ThermoFisherSci TMO .2 31 488.09 –4.83 15.96 22.01 ... .26 18.63 8.22 UrstadtProp A UBA 3.1 89 18.10 +0.08 .22 .73 .80 .14 7.22 2.79 Wipro WIT .2 28 7.17 +0.21 .26 .28 .31 .0122
133.16 83.66 Stepan SCL .9 24 132.69 +2.26 5.45 6.42 7.02 .305 22.61 9.98 Thermon THR ... dd 18.24 –1.47 .36 .50 .74 ... 102.96 68.30 UsanaHealth USNA ... 16 96.71 –2.18 5.86 6.29 6.70 ... 41.83 15.56 WolverineWwide WWW 1.0 dd 41.63 +2.13 –1.70 2.05 2.36 .10
215.47 138.66 Steris STE .7 43 214.82 +6.68 4.76 5.50 6.98 .40 13.19 9.95 ThomaBravoAdv TBA ... ... 10.17 –0.03 ... ... ... ... 27.49 10.22 UtzBrands UTZ .7 dd 27.36 +1.71 ... .72 .83 .05 28.76 18.12 WooriFin WF 2.8 6 28.37 +0.61 4.43 ... 7.35 .9565
26.37 8.99 SterlingBancorp STL 1.1 16 24.82 +0.99 1.12 2.01 2.18 .07 92.86 64.47 ThomsonReuters TRI 1.8 41 91.88 –0.71 2.25 1.75 2.29 .405 114.68 32.97 Workiva WK ... dd 95.99 –1.48 –1.00 –.28 .04 ...
59.83 25.81 StewartInfo STC 2.3 7 57.34 +0.42 6.22 ... ... .33 152.20 54.59 ThorIndustries THO 1.2 20 140.94 +0.74 4.02 9.42 ... .41
70.18 25.18 StifelFinancial SF .9 17 69.29 –0.64 4.16 5.05 5.30 .15 56.50 4.60 3D Systems DDD ... dd 22.18 +0.85 –1.27 .22 .37 ... V 37.68
61.32
18.36
35.44
WorldFuelSvcs
WW Ent
INT
WWE
1.5
.9
19
35
32.97
54.23
–1.30
–2.13
1.71
...
...
1.67
2.65
2.20
.12
.12
43.02 23.23 STMicroelec STM .4 32 38.88 –0.10 1.25 1.65 1.88 .042 203.16 131.12 3M MMM 2.9 22 202.20 +3.62 9.25 9.62 10.45 1.48 75.45 22.40 WorthingtonInds WOR 1.7 6 66.62 –0.04 1.41 4.65 3.62 .28
5.37 0.46 StoneMor STON ... dd 2.31 +0.13 –.08 ... –.60 ... 15.92 4.09 Tidewater TDW ... dd 12.70 +0.03 –4.86 –1.82 –.70 ... 42.02 21.90 VEREIT VER 4.4 57 41.91 +1.33 .72 1.13 1.33 .462 75.10 34.01 WyndhamHtls WH .9 dd 74.08 –0.13 –1.42 ... 3.03 .16
38.20 15.55 Stoneridge SRI ... dd 33.64 +1.82 –.29 .65 1.20 ... 2.62 0.41 TidewaterWtA TDW.WTA ... ... 1.60 –0.20 ... ... ... ... 89.68 50.72 VF VFC 2.2 dd 88.38 +3.64 1.70 ... 3.02 .49
2.00 0.17 TidewaterWtB TDW.WTB ... ... 1.33 –0.30 ... ... ... ...
XYZ
52.84 20.39 Stride LRN ... 20 31.39 –0.95 .60 1.61 1.34 ... 19.80 9.85 VG Acqn VGAC.UT ... ... 10.45 –0.04 ... ... ... ...
268.04 171.75 Stryker SYK .9 64 267.00 +9.87 4.20 9.08 10.29 .63 11.36 9.71 TigaAcqnA TINV ... ... 10.08 –0.02 ... ... ... ... 18.16 9.65 VG Acqn A VGAC ... ... 9.99 –0.01 ... ... ... ...
27.00 11.87 StudioCity MSC ... dd 12.10 –0.12 –4.41 –3.73 –2.55 ... 12.88 9.80 TigaAcquisitionUn TINV.UT ... ... 10.58 +0.08 ... ... ... ... 5.72 0.95 VG Acqn Wt VGAC.WT ... ... 1.47 +0.05 ... ... ... ...
90.74 50.60 SturmRuger RGR 3.0 14 69.14 –1.49 5.09 5.23 2.73 .71 2.80 0.96 TigaAcqnWt TINV.WT ... ... 1.10 +0.08 ... ... ... ... 15.57 7.04 ViaOptronics VIAO ... dd 14.05 +0.22 –.24 .65 2.05 ... 5.90 1.42 XFinancial XYF ... dd 2.89 –0.06 ... ... ... ...
18.18 12.08 SuburbanPropane SPH 8.2 16 14.60 –0.38 .97 1.23 1.30 .30 13.18 3.69 Tilly's TLYS ... dd 12.09 –0.01 ... .73 .88 ... 30.81 13.97 VICI Prop VICI 4.3 18 30.80 +0.86 1.75 1.94 2.03 .33 35.00 5.82 XL Fleet XL ... dd 7.14 +0.65 –.30 –.11 –.02 ...
7.95 4.96 SumitomoMits SMFG 4.3 10 7.04 –0.15 .94 .66 .81 .1685 16.31 9.92 Tim TIMB 2.8 12 11.12 +0.22 .08 .76 .93 .24 25.90 17.25 Vizio VZIO ... ... 22.99 –1.01 4.91 –.25 ... ... 138.32 60.75 XPO Logistics XPO ... cc 136.87 –0.25 .78 5.41 ... ...
11.32 4.35 SummitHotelProp INN ... dd 9.97 +0.03 –1.52 –.91 –.04 ... 87.92 33.58 Timken TKR 1.4 22 83.73 +0.44 3.72 5.00 5.66 .29 3.95 1.26 VOC Energy VOC 6.1 17 3.83 +0.31 ... 2.05 1.58 .12 21.40 6.15 XeniaHotels XHR ... dd 18.62 –0.08 –1.44 –1.34 .18 ...
31.00 10.37 SummitMaterials SUM ... 24 29.01 –0.43 1.20 1.10 1.32 ... 12.85 2.22 TimkenSteel TMST ... dd 11.83 +0.66 –1.38 1.05 1.20 ... 10.19 9.85 VPCImpactIII VPCC.UT ... ... 10.00 –0.03 ... ... ... ... 26.96 14.22 Xerox XRX 4.1 23 24.38 –0.69 .84 ... 2.30 .25
33.75 8.85 SummitMidstream SMLP ... 0 21.30 +0.30 71.19 ... ... ... 11.10 1.05 TItanIntl TWI ... dd 11.01 +0.87 –.99 .04 .33 ... 3.48 0.78 VaalcoEnergy EGY ... dd 2.35 +0.02 –.83 .71 1.34 ... 4.12 1.68 XinyuanRealEst XIN 6.6 dd 2.49 –0.10 1.20 .87 1.45 .025
163.51 118.81 SunComms SUI 2.1 cc 161.14 +3.03 1.34 1.78 2.08 .83 62.00 20.85 Toll Bros TOL 1.1 16 60.79 –0.50 3.40 5.39 6.83 .17 334.42 153.09 VailResorts MTN ... dd 333.41 +13.62 ... 3.00 7.85 ... 74.49 10.00 XPeng XPEV ... dd 33.30 +2.38 ... –4.19 –2.73 ...
53.18 30.52 SunLifeFinancial SLF 3.3 17 53.11 +0.85 3.06 4.80 5.19 .4344 57.26 28.15 TootsieRoll TR 1.1 38 32.66 –0.47 ... .64 .70 .0874 19.73 7.36 Vale VALE ... 20 19.66 +0.13 1.01 4.17 3.31 ... 110.88 56.63 Xylem XYL 1.0 79 110.48 +1.87 1.40 2.57 3.09 .28
7.70 2.33 SunCokeEnergy SXC 3.6 cc 6.65 –0.02 .04 .40 .47 .06 235.50 75.89 TopBuild BLD ... 30 225.00 –7.06 7.42 9.93 11.58 ... 84.39 35.44 ValeroEnergy VLO 5.6 dd 70.18 –2.32 –3.50 .57 5.42 .98 89.08 22.90 Yeti YETI ... 50 87.83 +1.02 1.77 ... ... ...
23.69 10.67 SuncorEnergy SU 3.3 dd 20.37 –0.52 –2.11 1.57 2.07 .1624 116.92 57.89 Toro TTC .9 34 116.35 +3.55 3.03 3.50 3.84 .2625 26.70 9.02 Valhi VHI 1.3 13 24.71 –1.67 1.94 3.00 3.12 .08 7.30 2.98 YPF YPF ... dd 3.75 –0.21 ... .37 .72 ...
2.95 0.85 SunlandsTech STG ... dd .99 +0.09 ... –2.57 –1.56 ... 67.57 37.62 TorontoDomBk TD 3.7 14 67.48 +1.24 4.78 5.39 5.66 .5968 251.63 98.00 ValmontInds VMI .8 34 242.27 +4.59 6.57 9.82 11.18 .50 41.35 6.26 Yalla YALA ... cc 24.56 +1.72 ... .64 1.07 ...
57.70 11.00 SunnovaEnergy NOVA ... dd 39.91 +1.61 –2.87 ... ... ... 18.33 9.46 Tortoise II A SNPR ... ... 10.45 +0.44 ... ... ... ... 28.84 14.81 Valvoline VVV 1.7 16 28.82 +1.61 1.69 1.65 1.84 .125 7.02 3.99 YamanaGold AUY 2.2 22 4.77 ... .21 .33 .37 .0262
34.00 21.38 Sunoco SUN 9.8 21 33.58 –0.24 1.61 ... 3.86 .8255 19.70 10.15 TortoiseAcqnII SNPR.UT ... ... 11.01 +0.65 ... ... ... ... 54.42 18.62 Vapotherm VAPO ... dd 21.74 –0.65 –2.16 –2.28 –2.17 ... 25.47 9.59 YatsenHolding YSG ... dd 11.70 +1.95 ... ... ... ...
13.74 6.68 SunstoneHotelInv SHO ... dd 12.66 +0.01 –1.93 ... ... ... 6.16 1.25 Tortoise II Wt SNPR.WT ... ... 2.21 +0.18 ... ... ... ... 15.30 8.31 VectorGroup VGR 5.8 23 13.74 –0.75 .60 .89 .97 .20 43.86 17.84 Yelp YELP ... dd 40.61 +0.25 –.27 –.33 .37 ...
7.39 1.10 SuperiorIndsIntl SUP ... dd 5.12 +0.19 –10.81 –.32 .05 ... 50.41 28.65 Total TOT ... dd 44.47 –0.89 –2.92 3.98 4.61 ... 60.32 36.83 Vectrus VEC ... 17 52.86 +0.90 3.14 3.92 4.72 ... 20.90 11.43 Yext YEXT ... dd 14.00 –0.69 –.79 –.16 ... ...
10.15 9.71 SupernovaPtrsIII STRE.UT ... ... 9.96 –0.12 ... ... ... ... 12.51 4.09 TownsquareMedia TSQ ... dd 9.87 +0.09 ... 1.14 2.21 ... 12.96 4.02 Vedanta VEDL 5.1 dd 12.35 –0.04 –1.02 ... 1.78 .4946 6.80 2.70 YirenDigital YRD ... dd 3.74 +0.01 –1.11 7.79 9.90 ...
10.70 9.81 SupernovaPtrsII SNII.UT ... ... 10.21 +0.10 ... ... ... ... 163.37 115.19 ToyotaMotor TM 2.4 15 154.99 –2.58 13.53 ... ... 2.0602 325.54 178.76 VeevaSystems VEEV ... cc 280.63 +7.56 2.36 3.23 3.81 ... 47.70 19.02 Youdao DAO ... dd 26.64 +2.84 ... –15.82 –8.97 ...
9.99 9.90 SupernovaPtrsII A SNII ... ... 9.91 ... ... ... ... ... 175.45 73.73 TraneTech TT 1.3 50 175.33 +3.37 3.56 5.49 6.20 .59 9.55 2.46 VelocityFinl VEL ... dd 8.51 –0.16 –1.55 ... ... ... 12.97 9.86 YucaipaAcqn YAC.UT ... ... 10.25 –0.15 ... ... ... ...
... ... SupernovaII Wt SNII.WT ... ... .98 ... ... ... ... ... 10.02 5.22 Transalta TAC 1.4 dd 9.83 –0.03 –.91 –.11 –.17 .0353 5.48 1.14 VenatorMaterials VNTR ... dd 4.69 –0.24 –1.05 .21 .51 ... 11.40 9.55 YucaipaAcqnA YAC ... ... 9.95 –0.02 ... ... ... ...
13.75 10.05 SupernovaPtrs SPNV.UT ... ... 10.55 +0.09 ... ... ... ... 40.42 16.65 TrancntlRlty TCI ... 26 19.87 –0.88 .77 ... ... ... 58.10 25.38 Ventas VTR 3.3 61 54.77 –0.64 1.17 .23 .48 .45 2.77 0.76 YucaipaAcqnWt YAC.WT ... ... 1.04 ... ... ... ... ...
13.00 9.83 SupernovaPtrsA SPNV ... ... 10.00 +0.01 ... ... ... ... 633.04 299.62 TransDigm TDG ... 87 595.33 –22.16 8.96 11.32 17.12 ... 30.71 8.28 Veoneer VNE ... dd 25.65 –0.13 –4.89 –2.83 –1.67 ... 118.97 77.58 YumBrands YUM 1.7 40 117.72 –0.34 2.94 4.00 4.56 .50
4.04 1.33 SupernovaPtrsWt SPNV.WT ... ... 1.66 –0.02 ... ... ... ... 4.81 0.65 Transocean RIG ... dd 3.14 –0.28 –.92 –.59 –.68 ... 49.98 7.15 Veritiv VRTV ... 21 42.39 –4.04 2.08 2.70 4.15 ... 64.64 43.50 YumChina YUMC .8 30 59.13 –0.97 2.01 ... 2.26 .12
12.72 9.70 SustOppsAcqnA SOAC ... dd 9.91 +0.01 ... –.20 –.30 ... 6.77 3.91 TransportadGas TGS ... 17 4.43 +0.03 ... .40 .57 ... 61.95 52.85 Verizon VZ 4.4 13 57.30 –0.98 4.30 5.08 5.16 .6275 33.42 11.34 ZimIntShipping ZIM ... 8 32.44 +0.57 ... 8.87 2.98 ...
14.18 9.85 SustOppsAcqnUn SOAC.UT ... ... 10.41 –0.02 ... ... ... ... 104.23 69.99 TransUnion TRU .3 58 103.27 +6.92 1.79 3.28 3.71 .075 8.92 2.13 VermilionEnergy VET ... dd 6.61 –0.40 –7.16 –.07 .08 ... 38.99 26.44 ZTO Express ZTO .0 42 32.28 +2.71 ... 6.05 ... .24
3.65 0.67 SustOppsAcqnWt SOAC.WT ... ... 1.13 –0.02 ... ... ... ... 65.54 20.38 Travel+Leisure TNL 1.9 dd 64.35 +0.51 –2.97 3.07 4.98 .30 17.12 7.36 Verso VRS 2.6 dd 15.49 –0.92 –2.95 .83 1.40 .10 166.60 70.05 Zendesk ZEN ... dd 147.52 –2.81 –1.89 .70 1.05 ...
14.45 6.29 Suzano SUZ ... dd 12.76 –0.02 –1.54 1.55 1.32 ... 161.19 85.10 Travelers TRV 2.2 14 157.84 +1.89 10.52 10.93 12.16 .88 22.73 9.72 Vertiv VRT .0 dd 21.77 –0.70 –.60 1.05 1.25 .01 20.25 8.75 ZeppHealth ZEPP ... 21 10.67 +0.20 ... 5.53 8.86 ...
19.99 13.38 Switch SWCH 1.1 cc 18.21 +0.48 .14 .22 .25 .05 12.87 10.10 TrebiaAcqn TREB.UT ... ... 10.41 –0.54 ... ... ... ... 46.44 13.86 Viad VVI ... dd 40.15 –0.31 –18.64 –2.01 ... ... 11.00 6.81 Zhihu ZH ... ... 11.00 +1.50 ... –.77 –.32 ...
13.47 10.03 SwitchbackII SWBK.UT ... ... 10.32 ... ... ... ... ... 11.99 9.72 TrebiaAcquisition TREB ... ... 10.01 –0.05 ... ... ... ... 12.00 3.88 VinceHolding VNCE ... dd 11.62 +0.47 2.55 –3.01 –.77 ... 179.19 108.78 ZimmerBiomet ZBH .5 dd 177.62 +5.74 –.67 7.70 8.70 .24
11.32 9.70 SwitchbackII A SWBK ... ... 9.93 –0.13 ... ... ... ... 2.98 0.95 TrebiaAcqnWt TREB.WT ... ... 1.49 –0.03 ... ... ... ... 14.53 10.85 VineEnergy VEI ... ... 11.99 +0.37 ... .27 .30 ... 176.64 121.50 Zoetis ZTS .6 50 170.54 +2.91 3.42 4.36 4.97 .25
5.00 1.50 SwitchbackII Wt SWBK.WT ... ... 1.65 –0.11 ... ... ... ... 8.35 4.67 TrecoraResources TREC ... 6 7.71 –0.09 1.23 ... ... ... 46.00 14.16 Vipshop VIPS ... 25 31.75 +3.32 ... 11.23 13.38 ... 17.95 9.15 Zuora ZUO ... dd 16.57 –0.76 ... –.08 .03 ...
43.61 15.17 SynchronyFin SYF 2.2 18 40.68 –0.71 2.27 4.95 4.96 .22 23.71 12.80 Tredegar TG 3.2 dd 14.93 –0.55 –2.26 .91 1.11 .12 62.80 14.21 VirginGalactic SPCE ... dd 22.16 –1.20 –1.25 –1.03 –.62 ... 59.03 24.82 Zymeworks ZYME ... dd 28.35 –2.03 –3.58 –4.22 –3.39 ...
126.55 36.69 Synnex SNX .0 13 124.20 +0.24 10.21 8.10 8.53 .20 55.50 35.15 TreeHouseFoods THS ... cc 49.41 –1.79 .24 2.98 ... ... 10.62 9.83 VirginGroupII VGII.UT ... ... 10.03 –0.11 ... ... ... ...
50.51
83.97
14.66
44.17
SynovusFin
Sysco
SNV
SYY
2.8
2.2
14
dd
46.73
82.64
–0.32
+2.08
2.30
.42
4.26
...
...
...
.33
.45
4.83
11.49
0.64
10.10
TrepontAcqnI Wt
TrepontAcqnI
TACA.WT
TACA.UT
...
...
...
...
.72
10.33
–0.10
+0.01
...
...
...
...
...
...
...
...
8.24
231.82
4.10
164.01
VirnetX
Visa
VHC
V
.0
.6 49
1 4.93
230.00
–0.02
+3.59
3.92
4.89
...
5.52
...
6.93
1.00
.32 NYSE ARCA
45.97 16.95 Systemax SYX 1.4 27 45.72 +0.19 1.71 1.91 2.16 .16 10.75 9.79 TrepontAcqnI A TACA ... ... 9.98 +0.01 ... ... ... ... 26.50 13.40 Vishay VSH 1.5 31 25.97 +0.10 ... 1.76 1.93 .095
107.64 40.01 Trex TREX ... 71 106.76 +1.78 1.51 1.87 2.20 ... 37.08 19.39 VishayPrecision VPG ... 41 32.40 +1.39 ... 1.51 1.90 ... 13.57 5.19 EmpireStateReal250 FISK .0 ... 10.90 –0.37 ... ... ... .105
22.97 11.90 5.25 EmpireStateReal60 OGCP .0 ... 10.79 –0.26 ... ... ... .105
T
10.00 TriPointe TPH ... 9 22.74 +0.01 2.17 3.16 3.44 ... 3.96 1.86 VistaOil&Gas VIST ... dd 2.69 +0.09 ... .06 .69 ...
87.60 42.28 TriNet TNET ... 22 85.73 +1.38 3.99 ... 4.36 ... 38.36 6.52 VistaOutdoor VSTO ... 36 32.66 +0.95 –2.68 .36 2.78 ... 12.08 5.19 EmpireStateRealES ESBA .0 ... 10.96 –0.22 ... ... ... .105
33.77 16.12 TrinityIndustries TRN 3.1 dd 27.46 –1.35 –1.27 .53 1.14 .21 24.20 16.20 Vistra VST 3.4 14 17.49 –0.31 1.30 .38 2.01 .15 44.64 16.88 US Oil Fund USO ... ... 42.46 –0.72 ... ... ... ...
90.96 47.15 TAL Education TAL ... dd 61.06 +1.70 ... .47 1.31 ... 76.49 15.76 Trinseo TSE .5 cc 63.45 –2.20 .20 6.78 5.35 .08 0.96 0.23 VistraWt VST.WTA ... ... .33 +0.03 ... ... ... ... 17.57 5.91 USBrentOilFd BNO ... ... 16.65 –0.20 ... ... ... ...
49.95 38.80 TC Energy TRP 5.8 13 47.51 –0.14 3.53 3.33 3.52 .6328 28.84 14.38 Triple-S Mgmt GTS ... 9 25.35 –0.66 2.88 2.80 3.30 ... 25.10 9.99 VivintSmartHome VVNT ... dd 12.65 –0.74 –2.70 ... ... ... 34.68 10.67 USGasolineFd UGA ... ... 32.10 –0.62 ... ... ... ...
10.23 9.80 TCW Spac TSPQ.UT ... ... 10.00 ... ... ... ... ... 15.73 6.66 TriplePtVent TPVG 9.4 13 15.39 –0.32 1.16 1.52 1.64 .36 172.00 122.77 VMware VMW ... 34 165.74 +1.64 ... 6.81 7.55 ... 14.95 8.22 US NatGas UNG ... ... 10.06 +0.18 ... ... ... ...
9.65 9.65 TCW Spac A TSPQ ... ... 9.65 ... ... ... ... ... 61.88 25.37 TritonIntl TRTN 4.2 13 54.61 –1.94 4.16 7.21 7.66 .57 55.60 17.60 VoceraComm VCRA ... dd 39.80 +2.04 –.30 .56 .76 ... 9.25 7.24 US12mthNtlGas UNL ... ... 8.23 +0.09 ... ... ... ...
... ... TCW Spac Wt TSPQ.WT ... ... .85 ... ... ... ... ... 19.39 4.36 TriumphGroup TGI ... dd 17.59 +0.09 –.56 –.09 ... ... 39.00 26.36 Vontier VNT ... ... 31.32 –0.21 2.02 2.45 2.57 ... 22.90 9.50 US12moOilFd USL ... ... 21.99 –0.28 ... ... ... ...
April 26, 2021 BARRON’S M19

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 value of publicly-held shares, trading volume, price and number of market-makers. FIVE-DAY NASDAQ COMPOSITE
- Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div Silicon Valley: The chip shortage is providing good news for semiconductor capital
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
equipments suppliers ASML and Lam Research, but not for chipmaker Intel. The Nasdaq
A 325.12
19.82
165.42
9.01
Amedisys
AmerantBancorpA
AMED
AMTB
...
...
52
dd
284.57
18.23
+1.61
–0.49
5.52
...
...
1.01
...
1.21
...
... Composite Index ended Friday at 14,017—off 0.25% for the week.
16.75 6.84 AmerantBancorpB AMTBB ... dd 15.81 –0.43 ... ... ... ...
81.25 44.01 AAON AAON .5 47 69.80 +0.29 1.49 1.28 1.58 .19 657.86 250.05 Amerco UHAL .0 18 595.67 –16.83 22.55 ... ... 2.00 Monday Tuesday Wednesday Thursday Friday
58.72 20.12 AcadiaPharm ACAD ... dd 20.50 –0.65 –1.79 ... ... ... 5.98 3.52 AmerFirstMultifam ATAX 6.3 79 5.67 –0.02 .07 .46 .57 .09 14065
43.23 21.85 ACI Worldwide ACIW ... 67 40.37 –0.31 .62 1.05 1.22 ... 26.09 8.25 AmerAirlines AAL ... dd 21.11 –0.92 –18.36 –8.70 –.03 ...
13.00 4.42 AC Immune ACIU ... dd 6.78 +0.05 –.92 –.64 ... ... 94.21 74.80 AEP AEP 3.4 20 87.70 –0.85 4.42 4.67 4.99 .74 (Prev Fri's
144.81 34.50 ACM Research ACMR ... 95 82.39 +4.21 ... ... ... ... 54.80 45.25 AmerElecPwrUn AEPPL 6.1 ... 49.92 ... ... ... ... .7656 Close)
37.77 26.49 ACV Auctions ACVA ... dd 34.92 –2.12 ... –.77 –.53 ... 55.75 44.71 AmerElecPwrUn AEPPZ 6.1 ... 50.64 –0.58 ... ... ... .7656
4.20 1.45 ADMA Biologics ADMA ... dd 1.90 +0.25 –.88 ... ... ... 10.69 5.40 AmericanFin AFIN 8.7 dd 9.77 +0.15 –.43 –.20 –.15 .2125 13970
24.95 19.75 AFC Gamma AFCG ... ... 23.05 +1.86 ... 1.75 2.55 ... 36.50 19.41 AmNtlBcsh AMNB 3.2 12 33.24 +0.87 2.73 2.94 2.53 .27
17.54 11.41 AGNC Invt AGNC 8.2 dd 17.47 –0.01 –.66 ... ... .12 116.01 64.27 AmericanNatl ANAT 2.9 7 113.89 +0.69 17.38 4.23 4.64 .82
2.78 0.28 ALJ Regional ALJJ ... dd 1.36 +0.01 –1.60 ... ... ... 30.01 12.24 AmOutdoorBrands AOUT ... ... 26.61 +0.28 ... 2.17 .19 ...
117.45 28.01 AlxOncology ALXO ... dd 62.87 +2.14 –2.76 ... –2.62 ... 41.09 22.72 AmericanPubEdu APEI ... 26 32.40 –1.91 1.25 1.73 1.98 ...
83.63 20.03 AMC Networks AMCX ... 11 52.54 –0.32 ... 7.66 7.57 ... 21.08 8.90 AmRvrBksh AMRB 1.4 14 19.90 +3.55 1.20 1.45 1.40 .07 13875
70.26 53.90 Amerisafe AMSF 1.8 14 64.26 –0.24 4.47 ... ... .29 21.92 13.25 AmerSoftware AMSWA 2.2 cc 20.26 –0.17 .21 ... .28 .11
40.09 13.26 A-MarkPrecMet AMRK .0 4 37.06 –0.22 4.31 ... 4.23 1.50 31.78 5.12 AmerSupercond AMSC ... dd 17.13 +0.59 –1.03 ... ... ...
48.45 23.55 ANI Pham ANIP ... dd 32.95 –1.23 ... 3.44 4.20 ... 108.81 42.11 AmericanWoodmark AMWD ... 25 101.19 –4.00 4.42 6.84 7.75 ...
413.19 244.53 Ansys ANSS ... 75 371.73 –2.20 4.97 ... ... ... 165.00 54.08 AmerCarMart CRMT ... 15 149.01 –3.67 7.39 ... ... ... 13780
23.85 7.45 APA APA .6 dd 18.18 +0.38 –12.86 ... 1.68 .025 57.81 17.12 AmerisBancorp ABCB 1.2 13 50.81 –0.50 3.77 4.27 3.90 .15
24.66 9.26 ARKRestaurants ARKR ... dd 19.08 –0.87 –1.34 1.00 1.00 ... 5.34 2.65 AmeriServFin ASRV 2.4 14 4.18 +0.18 .27 .16 .22 .025
671.28 275.96 ASML ASML .4 53 670.91 +25.22 9.68 12.29 17.74 1.8864 276.69 210.28 Amgen AMGN 2.7 21 257.03 +1.32 12.31 16.84 18.20 1.76
19.75 0.61 ATA Creativity AACG ... dd 2.84 +0.03 –.45 .22 .34 ... 25.39 8.83 AmicusTherap FOLD ... dd 10.01 +0.07 –1.07 –.84 ... ... -137.58 -128.50 +163.95 -131.81 +198.40
79.64 40.99 ATN Intl ATNI 1.4 dd 48.95 –1.07 –.89 –.09 –.37 .17 27.50 9.04 AmkorTech AMKR .7 17 23.82 –0.20 1.40 1.93 1.79 .04 13685
18.24 3.97 AveoPharma AVEO ... dd 7.01 +0.80 –1.66 –1.55 .35 ... 22.69 16.40 AmphastarPharm AMPH ... cc 17.32 +0.02 .03 .94 1.37 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
23.50 9.94 AVROBIO AVRO ... dd 11.34 +0.99 –3.31 –3.11 –3.04 ... 15.50 10.06 AmrytPharma AMYT ... ... 13.17 –0.58 ... –.45 1.27 ...
15.84 4.03 AXT AXTI ... cc 11.08 +0.14 .07 .24 .30 ... 14.24 4.53 AmtechSystems ASYS ... dd 10.66 –0.34 –1.11 .20 .83 ...
24.69 17.71 Abcam ABCM ... dd 20.66 +0.64 .08 .24 .42 ... 23.42 1.88 Amyris AMRS ... dd 15.19 +0.13 –1.88 –.29 –.27 ...
71.91 23.20 AbCelleraBio ABCL ... ... 29.33 –0.49 .53 1.31 .51 ... 164.40 100.09 AnalogDevices ADI 1.7 42 159.02 –0.49 3.28 6.06 6.74 .69 - Earnings - - Earnings -
387.40 159.01 Abiomed ABMD ... 80 351.03 +20.50 4.43 ... ... ... 35.85 13.92 AnaptysBio ANAB ... dd 23.61 +1.89 –.73 ... –3.10 ... 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
21.20 7.00 AbsoluteSftwr ABST 1.8 76 14.58 +0.42 .25 ... ... .0639 30.83 11.05 Andersons ANDE 2.5 cc 28.00 –0.79 .23 1.31 1.71 .175 High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
9.09 2.23 AcaciaResearch ACTG ... 4 6.00 +0.04 1.54 .19 .01 ... 19.17 5.69 Angi ANGI ... dd 16.19 –0.61 ... –.04 .11 ...
33.74 12.05 AcademySports ASO ... ... 32.11 +1.34 ... 2.89 3.21 ... 25.25 8.05 AngioDynamics ANGO ... dd 25.07 +0.84 –4.39 .05 .07 ... 63.49 30.00 Axonics AXNX ... dd 61.93 +2.10 –1.48 ... ... ... 70.61 35.60 Bruker BRKR .2 68 69.51 +1.86 1.02 1.80 2.08 .04
63.00 21.27 AcadiaHealthcare ACHC ... 28 62.19 +0.07 –7.59 2.36 ... ... 26.30 12.56 AngionBiomed ANGN ... ... 13.35 –0.72 ... –2.35 –2.70 ... 109.53 50.05 AxsomeTherap AXSM ... dd 52.89 –0.55 –2.77 –3.91 –1.92 ... 49.44 22.51 BrynMawrBank BMTC 2.4 27 44.18 –1.08 1.63 2.73 2.94 .27
146.15 85.32 AcceleronPharma XLRN ... dd 122.13 +0.08 –2.92 –2.73 ... ... 47.48 27.54 AnikaTherap ANIK ... dd 41.52 +1.31 –1.69 –.18 .91 ... 28.68 8.62 AyalaPharm AYLA ... dd 10.50 +0.05 –3.06 –2.49 –2.38 ... 50.48 13.82 BuildersFirstSrc BLDR ... 18 48.77 –1.04 2.66 2.74 3.10 ...
65.25 28.68 Accolade ACCD ... dd 48.67 +0.98 ... –1.34 –.76 ... 38.01 15.33 Annexon ANNX ... dd 21.08 –2.34 –4.15 ... ... ... 18.20 10.55 AziyoBiologics AZYO ... ... 11.62 –1.28 ... –2.01 –1.29 ... 84.80 54.89 Bumble BMBL ... ... 58.96 –0.85 –.05 ... .37 ...
6.02 1.75 Accuray ARAY ... 71 5.33 +0.12 .04 ... ... ... 12.09 3.15 AnPacBioMed ANPC ... ... 5.10 +0.10 ... –.76 –.23 ... 19.92 10.22 BurgerFiIntl BFI ... dd 13.20 +0.02 ... ... ... ...
2.94
18.95
1.01
12.63
AcelRxPharm
AchillesTherap
ACRX
ACHL
...
...
dd
...
1.23
16.60
+0.03
+1.45
–.47
...
–.29
...
–.09
...
...
...
58.47
32.29
25.49
2.78
ApellisPharm
Aphria
APLS
APHA
...
...
dd
dd
44.21
14.14
–1.36
...
–4.59
–.25
–6.47
–1.37
–5.38
–.08
...
...
B 5.75
39.75
0.04
18.64
BurgerFiIntlWt
BurningRockBio
BFIIW
BNR
...
...
...
dd
3.07
29.35
+0.03
–0.21
...
–1.00
...
–3.81
... ...
–3.62 ...
30.38 1.02 AclarisTherap ACRS ... dd 26.71 +0.03 –1.20 –1.11 –1.36 ... 42.70 15.82 ApogeeEnt APOG 2.2 67 36.14 –0.02 .59 2.20 2.80 .20 24.95 10.00 BusFirstBcshs BFST 2.1 15 23.28 –0.19 1.64 ... ... .12
15.47 2.11 BBQ Holdings BBQ ... 27 14.54 +3.32 .54 .28 .53 ...
9.84 2.53 AcordaTherap ACOR ... dd 4.70 +0.51 –12.32 –12.17 –7.74 ... 7.96 1.25 ApolloEnd APEN ... dd 5.63 ... –.99 –.77 –.61 ... 16.15 7.73 BCB Bancorp BCBP 4.0 10 13.86 +0.32 1.14 1.48 1.35 .14
104.53
38.99
62.34
12.32
ActivisionBliz
AcutusMedical
ATVI
AFIB
.5
...
33
dd
93.02
14.19
–3.46
+1.30
2.82
–8.94
3.67
–3.62
4.29
–2.62
.47
...
14.94
186.59
7.33
92.52
ApolloInv
AppFolio
AINV
APPF
8.7
...
dd
33
14.29
147.18
–0.04
+0.92
–1.73
...
...
.46
...
.76
.36
...
12.03 2.01 BELLUS Health BLU ... dd 4.27 –0.31 –.54 –.59 –.84 ... C
5.98 2.22 BGC Partners BGCP .7 36 5.65 –0.27 ... .68 .76 .01
31.83 12.67 Adagene ADAG ... ... 14.88 +1.49 –3.34 –1.35 –1.63 ... 42.90 9.61 AppHarvest APPH ... dd 15.18 –0.82 –1.17 –.53 –.42 ... 63.42 15.43 BJsRestaurants BJRI ... dd 57.00 –1.69 –2.74 .43 2.29 ... 12.50 8.30 Cadiz CDZI ... dd 11.05 +0.58 –1.11 –.53 –.35 ...
9.15 2.43 AdamasPharm ADMS ... dd 5.45 +0.36 –2.03 –1.49 –.66 ... 18.58 0.39 AppHarvestWt APPHW ... ... 5.11 –0.47 ... ... ... ... 98.95 37.80 BOK Fin BOKF 2.3 12 89.22 –2.16 6.19 6.90 6.60 .52 53.04 28.75 C&F Fin CFFI 3.7 7 41.37 +0.10 6.06 3.85 3.85 .38
13.40 3.20 AdaptimmuneTher ADAP ... dd 5.43 +0.50 –.91 –.98 ... ... 260.00 41.03 Appian APPN ... dd 129.46 –5.77 ... –.59 –.47 ... 33.56 8.96 BRP Group BRP ... dd 28.72 –1.97 –.58 .80 1.20 ... 27.93 16.45 CB FinSvcs CBFV 4.5 dd 21.31 +0.30 –1.97 1.67 1.80 .24
71.25 28.31 AdaptiveBiotech ADPT ... dd 43.07 +1.04 –1.11 –1.69 ... ... 145.09 69.25 Apple AAPL .6 36 134.32 +0.16 3.28 3.95 4.70 .205 93.88 20.01 BRP DOOO .5 29 91.25 –0.62 ... 5.84 6.16 .1034 33.29 13.82 CBTX CBTX 1.6 30 32.07 –0.90 1.06 ... 1.48 .13
129.01 73.79 AddusHomeCare ADUS ... 53 110.22 +1.87 2.08 3.48 3.94 ... 9.67 3.54 AppliedGenetic AGTC ... dd 4.24 +0.25 –2.17 –1.94 –1.70 ... 73.03 15.84 B RileyFin RILY 2.0 9 71.28 –0.86 7.56 ... ... 3.00 55.51 34.37 CDK Global CDK 1.1 29 54.30 –0.14 1.70 2.58 2.89 .15
4.40 1.50 ADDvantage AEY ... dd 2.03 –0.13 –1.55 .76 1.30 ... 146.00 46.22 ApplMaterials AMAT .7 32 134.86 +1.13 3.92 ... ... .24 19.76 9.69 BTRS BTRS ... dd 15.01 –0.29 ... –.14 –.10 ... 184.58 93.75 CDW CDW .9 34 182.61 –1.40 5.45 7.15 7.97 .40
21.70 7.91 AdicetBio ACET ... dd 14.19 +1.95 –5.01 –2.09 –2.55 ... 78.22 17.05 AppliedMolecular AMTI ... dd 45.69 +3.85 –2.91 –2.53 –2.84 ... 354.82 90.94 Baidu BIDU ... 23 220.94 +7.38 ... 68.96 81.17 ... 83.95 28.80 CEVA CEVA ... dd 57.74 –0.59 –.11 .62 .88 ...
536.88 332.57 Adobe ADBE ... 45 515.84 –9.24 10.83 11.85 13.67 ... 17.57 7.20 AppliedOptoelec AAOI ... dd 8.27 +0.38 –2.67 ... –.12 ... 132.50 79.75 Balchem BCPC .5 48 124.21 +1.37 2.60 3.38 3.75 .58 48.98 22.40 C4 Therap CCCC ... ... 30.56 –1.99 ... –2.56 –2.41 ...
19.41 9.30 Adtran ADTN 2.1 cc 17.55 –0.91 .05 .39 .56 .09 51.99 13.58 AppliedTherap APLT ... dd 16.58 +0.19 –4.28 –4.53 –4.36 ... 42.28 8.87 BallardPower BLDP ... dd 21.91 +0.49 –.21 –.18 –.11 ... 106.75 68.46 CH Robinson CHRW 2.0 27 99.78 –0.98 3.72 4.38 ... .51
8.00 3.52 AdvEmissions ADES ... dd 5.02 –0.06 –1.12 ... ... ... 71.51 55.71 Applovin APP ... dd 58.50 –2.50 ... ... ... ... 77.38 29.50 BancFirst BANF 1.9 20 70.48 +0.17 3.00 4.56 3.76 .34 17.29 7.76 CimComm CMCT 2.6 dd 11.73 –0.49 –2.27 ... –1.87 .075
125.55 47.82 AdvEnergyInds AEIS .3 33 116.42 –0.33 3.50 5.74 6.49 .10 41.12 4.19 ApreaTherap APRE ... dd 4.61 –0.04 –2.53 ... ... ... 198.61 76.12 Bandwidth BAND ... dd 138.01 +2.96 ... .09 .53 ... 19.78 1.73 CLPS CLPS ... 13 4.38 +0.01 .20 ... ... ...
99.23 48.42 AdvMicroDevices AMD ... 41 82.76 +0.61 2.06 1.92 2.51 ... 32.75 20.07 Apria APR ... ... 29.92 +0.07 ... 1.40 1.59 ... 45.83 17.75 BankOZK OZK 2.7 18 41.22 +1.41 2.26 3.35 3.30 .28 198.61 107.31 CMC Materials CCMP 1.0 41 187.07 –3.04 4.83 7.99 8.03 .46
13.92 7.89 AdvantageSolns ADV ... dd 12.94 –0.12 –.73 .74 .85 ... 6.47 2.42 Aptinyx APTX ... dd 2.72 +0.04 –1.02 –1.05 –.94 ... 13.54 6.39 BankofCommerce BOCH 1.8 12 13.03 +0.22 .83 1.10 1.05 .06 216.75 146.89 CME Group CME 1.7 35 207.31 –0.27 5.87 6.61 7.34 .90
3.51 0.79 AdvantageSolnsWt ADVWW ... ... 3.48 +0.07 ... ... ... ... 14.23 1.16 Aptorum APM ... 16 2.51 –0.13 ... –.65 –1.15 ... 30.00 17.40 BankofPrinceton BPRN 2.7 13 27.02 +0.44 2.01 2.50 2.54 .18 26.85 13.25 CNB FinPA CCNE 2.7 12 25.22 +0.62 1.97 ... 2.92 .17
26.98 8.58 AdverumBiotech ADVM ... dd 9.50 +0.64 –1.38 –1.64 –1.92 ... 12.01 2.81 ApyxMedical APYX ... dd 10.00 +0.36 –.35 –.57 –.49 ... 19.00 6.78 Bank7 BSVN 2.4 8 17.24 –0.16 2.05 2.03 2.17 .11 61.69 22.51 CompassPath CMPS ... dd 35.30 +0.95 –3.58 –1.83 –2.09 ...
30.90 11.40 Aegion AEGN ... dd 30.55 –0.01 –1.02 1.17 1.24 ... 9.47 3.54 AquestiveTherap AQST ... dd 4.11 –0.13 –1.66 –1.75 –1.22 ... 11.23 6.81 BankFinancial BFIN 3.9 19 10.38 +0.11 .61 .56 .70 .10 78.49 34.23 CRA Intl CRAI 1.4 25 77.00 +0.56 3.07 3.58 3.96 .26
11.38 5.36 AegleaBioTherap AGLE ... dd 7.82 –0.35 –1.52 –1.18 –1.10 ... 14.94 4.27 Aravive ARAV ... dd 5.30 +0.12 –1.93 –1.86 –2.06 ... 28.79 12.51 BankwellFin BWFG 2.0 37 27.68 +0.08 .75 2.41 2.69 .14 220.20 46.84 CRISPR Therap CRSP ... dd 126.55 +7.99 –5.29 ... ... ...
27.44 0.54 Aemetis AMTX ... dd 18.08 –0.91 –1.74 –1.80 –.31 ... 9.02 1.02 ArbutusBiopharma ABUS ... dd 3.25 +0.18 –1.00 –.86 –.67 ... 60.42 27.76 Banner BANR 2.9 14 57.18 +1.76 ... 4.12 3.98 .41 51.04 37.51 CSG Systems CSGS 2.1 26 46.60 –0.39 1.82 3.18 3.24 .25
21.30 9.01 AeriePharm AERI ... dd 17.65 +0.40 –3.99 ... ... ... 76.21 17.58 ArcBest ARCB .4 27 72.53 –1.62 2.69 4.18 4.68 .08 57.00 25.69 Baozun BZUN ... 41 37.01 +1.51 ... 8.21 11.79 ... 2.35 0.36 CSI Compressco CCLP 2.1 dd 1.88 +0.11 –1.54 –1.20 –.99 .01
143.72 55.05 AeroVironment AVAV ... 89 111.46 +3.06 1.71 1.87 2.64 ... 40.67 20.93 ArchCapital ACGL ... 12 39.99 –0.09 3.32 2.82 3.71 ... 77.74 38.13 BarrettBus BBSI 1.7 16 70.29 –0.01 4.39 4.00 4.87 .30 14.33 6.75 CSP CSPI ... cc 9.48 +0.49 –.36 ... ... ...
9.57 3.81 AestheticMed AIH ... dd 6.28 +0.86 1.29 .85 .96 ... 36.80 1.56 Arcimoto FUV ... dd 10.54 –0.91 –.63 –.51 –.31 ... 28.10 5.07 BassettFurniture BSET 2.2 dd 26.74 +0.96 –1.05 1.74 1.86 .125 143.78 60.08 CSW Industrials CSWI .4 47 141.27 +0.75 3.02 3.46 4.99 .15
11.38 1.88 Affimed AFMD ... dd 11.04 +1.53 –.57 –.47 –.38 ... 58.93 24.33 ArcoPlatform ARCE ... cc 27.71 –1.09 .06 4.77 6.02 ... 19.00 9.67 BayCom BCML ... 16 18.24 +0.35 1.15 1.65 1.68 ... 103.74 60.00 CSX CSX 1.1 29 103.11 +4.47 3.60 4.38 4.96 .28
146.90 63.02 AffirmHldgs AFRM ... ... 74.12 +4.40 ... –1.12 –.80 ... 129.71 20.80 ArcturusTherap ARCT ... dd 36.17 –4.16 –3.55 –2.35 7.64 ... 57.43 17.05 BeaconRoof BECN ... 91 56.36 –0.42 –1.52 2.89 3.60 ... 25.00 15.57 CVB Fin CVBF 3.3 15 22.05 ... 1.30 1.48 1.42 .18
29.02 16.20 Afya AFYA ... 34 22.02 –1.80 ... 4.51 5.79 ... 39.85 17.51 ArcutisBiotherap ARQT ... dd 28.97 +1.45 –3.80 ... ... ... 126.90 14.80 BeamTherap BEAM ... dd 76.77 +4.08 –4.19 ... –3.13 ... 16.38 6.15 CabalettaBio CABA ... dd 10.23 –0.47 –1.44 –2.08 –2.46 ...
64.09 15.98 Agilysys AGYS ... dd 50.99 +0.55 –1.47 ... ... ... 9.23 4.96 Ardelyx ARDX ... dd 8.24 –0.45 –1.05 –1.33 –.69 ... 5.15 1.15 BeasleyBroadcast BBGI ... dd 2.78 –0.02 ... .21 .58 ... 149.08 75.27 CadenceDesign CDNS ... 67 142.08 –5.18 2.11 3.01 3.34 ...
58.93 32.47 AgiosPharm AGIO ... dd 54.73 +0.04 –4.74 –5.99 –6.36 ... 90.19 44.79 ArenaPharm ARNA ... dd 66.92 +1.02 –7.39 –8.32 –7.62 ... 53.90 4.90 BedBath BBBY ... dd 26.52 +1.00 –1.24 1.43 2.17 ... 106.20 15.90 CaesarsEnt CZR ... dd 95.74 +2.10 –13.50 ... ... ...
114.97 33.60 Agora API ... dd 59.80 +3.07 ... –.04 .03 ... 19.76 11.17 AresCapital ARCC 8.2 17 19.56 –0.06 1.14 1.72 1.77 .40 388.97 136.48 BeiGene BGNE ... dd 317.85 +12.31 –19.14 –12.82 ... ... 14.87 9.02 Caesarstone CSTE 4.0 66 13.90 –0.28 .21 .70 1.05 .14
4.20 1.79 AgroFresh AGFS ... dd 2.08 +0.07 –1.26 –.51 –.34 ... 382.15 141.26 arGEN-X ARGX ... dd 296.41 +14.69 –13.28 –16.14 –15.80 ... 21.59 6.60 BelFuse A BELFA 1.6 15 15.35 –0.62 .97 .85 .26 .06 46.66 35.97 Cal-MaineFoods CALM .3 28 39.05 –0.21 ... .60 1.03 .034
42.93 8.95 AirT AIRT ... dd 21.56 –0.38 2.73 .61 .69 ... 54.78 25.71 ArrayTech ARRY ... ... 29.37 +1.65 ... .87 1.05 ... 23.00 6.39 BelFuse B BELFB 1.6 16 17.33 –1.47 1.05 .85 .26 .07 13.67 5.27 CalAmp CAMP ... dd 13.46 +1.67 –2.36 .47 ... ...
2.75 0.01 AirT Wt AIRTW ... ... .17 –0.01 ... ... ... ... 37.18 9.58 Arrival ARVL ... dd 16.82 +2.42 .03 –.19 –.01 ... 17.58 8.37 Benefitfocus BNFT ... dd 14.21 +0.14 –.87 –.13 –.01 ... 85.40 52.42 CalavoGrowers CVGW 1.4 dd 79.79 –0.22 –.78 2.08 2.92 1.15
32.43 18.99 AirTransportSvcs ATSG ... dd 27.53 –2.38 .54 1.70 1.89 ... 12.63 0.35 ArrivalWt ARVLW ... ... 5.65 +1.52 ... ... ... ... 54.62 27.00 BentleySystems BSY .2 ... 50.78 +0.13 ... .65 .71 .03 19.51 10.19 CaliforniaBncp CALB ... 32 17.01 +0.08 .53 .97 1.27 ...
219.94 121.50 Airbnb ABNB ... dd 174.25 –4.44 ... –1.35 –.29 ... 36.48 22.34 ArrowFinancial AROW 3.0 13 34.40 +0.40 2.64 2.77 2.69 .26 113.53 42.03 BerkeleyLights BLI ... dd 50.04 +2.11 –1.39 ... –.74 ... 7.42 2.03 CalitheraBiosci CALA ... dd 2.21 +0.06 –1.31 –.95 –.95 ...
124.91 92.64 AkamaiTech AKAM ... 32 107.01 +1.05 3.37 5.41 5.88 ... 92.60 30.83 ArrowheadPharm ARWR ... dd 71.59 +3.94 –.84 –.79 ... ... 6.69 2.52 Berry(bry) BRY 2.7 dd 6.01 –0.04 –3.29 –.10 .71 .04 38.00 19.00 CalliditasTherap CALT ... dd 28.36 +1.48 –2.10 –2.06 –.97 ...
13.71 2.09 AkebiaTherap AKBA ... dd 3.07 +0.11 –2.77 –1.25 –.59 ... 42.70 31.89 ArtesianRscs A ARTNA 2.6 22 40.35 –1.09 ... 1.68 2.05 .261 11.75 9.65 BespokeCap BSPE ... cc 10.11 –0.01 –.20 .34 .60 ... 6.64 1.55 CalumetSpecialty CLMT ... dd 5.78 +0.03 –1.86 –.89 –.18 ...
41.16 18.36 AkeroTherap AKRO ... dd 28.96 +1.62 –2.52 –4.15 –4.60 ... 92.77 19.68 Arvinas ARVN ... dd 64.81 +0.12 –3.02 –3.66 –4.27 ... 221.00 88.51 BeyondMeat BYND ... dd 131.42 –5.89 –.85 ... ... ... 12.43 3.16 Calyxt CLXT ... dd 5.51 –0.07 –1.32 –.81 –.75 ...
30.67 13.16 Akouos AKUS ... dd 13.98 +0.22 –2.77 –1.90 –2.34 ... 183.98 119.11 AscendisPharma ASND ... dd 132.07 +10.12 –9.44 –7.42 –6.14 ... 33.20 12.54 BicycleTherap BCYC ... dd 30.98 +1.53 –2.68 –2.99 –3.39 ... 66.40 3.57 CambiumNtwks CMBM ... 88 60.77 +1.59 .70 1.25 1.51 ...
28.96 22.15 Akoya AKYA ... ... 22.35 –3.70 ... ... ... ... 6.75 1.26 AslanPharm ASLN ... dd 3.20 +0.19 –1.44 ... ... ... 18.17 0.92 Big5SportingGds BGFV 3.3 7 18.03 +1.55 2.58 1.74 1.26 .15 49.66 25.74 CamdenNational CAC 3.0 12 47.57 –0.45 3.95 3.61 3.72 .36
108.67 40.92 Alarm.com ALRM ... 61 93.16 –1.74 1.53 1.67 1.91 ... 13.17 4.84 AspenGroup ASPU ... dd 5.00 –0.30 –.29 –.42 ... ... 162.50 50.59 BigCommerce BIGC ... dd 53.86 –5.93 ... –.48 –.25 ... 35.24 9.56 Camtek CAMT ... 62 33.08 +0.16 .55 .89 1.06 ...
3.92 1.85 AlaskaCommSys ALSK ... dd 3.29 ... –.02 .08 .09 ... 162.56 91.15 AspenTech AZPN ... 34 150.87 –1.81 3.34 ... ... ... 157.66 25.00 Bilibili BILI ... dd 116.66 +13.18 ... –8.15 –3.80 ... 39.10 1.76 Canaan CAN ... dd 13.36 –0.25 ... ... ... ...
34.89 9.12 Alector ALEC ... dd 18.76 +0.96 –2.45 –2.90 –2.61 ... 27.84 4.01 AssemblyBiosci ASMB ... dd 4.30 +0.02 –1.75 –3.13 ... ... 434.69 200.17 Bio-Techne TECH .3 99 432.47 +13.92 5.82 6.14 ... .32 67.39 15.84 CanadianSolar CSIQ ... 19 45.75 +1.64 2.46 2.53 3.60 ...
168.52 94.82 AlexionPharm ALXN ... 62 166.92 +3.24 2.72 13.01 14.45 ... 79.62 34.50 AstecIndustries ASTE .6 38 78.08 +0.78 2.05 2.69 3.53 .11 76.63 27.15 BioAtla BCAB ... ... 50.44 +2.70 ... –1.76 –2.21 ... 24.90 7.33 Canoo GOEV ... dd 8.71 +0.50 –.81 –.91 –.92 ...
34.00 26.50 Alico ALCO 2.4 8 29.42 +0.10 3.16 .88 2.05 .18 64.94 46.48 AstraZeneca AZN 2.6 43 52.26 +1.52 1.23 2.65 3.41 .95 14.24 3.03 BioCryst BCRX ... dd 12.13 +0.89 –1.09 –1.02 –.73 ... 7.33 0.20 CanooWt GOEVW ... ... 2.14 +0.11 ... ... ... ...
634.46 186.65 AlignTech ALGN ... 28 620.12 +13.79 22.41 9.27 11.59 ... 19.58 6.30 Astronics ATRO ... dd 17.19 –0.17 ... –.13 .67 ... 5.45 3.04 BioDeliverySci BDSI ... 14 3.48 +0.06 .24 .29 .51 ... 56.50 12.95 CanopyGrowth CGC ... dd 27.41 –0.39 –2.86 –2.48 –.49 ...
26.17 16.32 AlignmentHlthcr ALHC ... dd 24.71 –1.35 ... ... ... ... 17.99 5.41 AstroNova ALOT ... cc 17.87 +2.70 .18 .34 .28 ... 31.99 10.85 Biodesix BDSX ... ... 17.97 –1.40 –6.48 ... ... ... 12.99 5.04 Cantaloupe CTLP ... dd 11.04 –1.12 –.06 –.18 ... ...
37.51 12.82 AligosTherap ALGS ... ... 24.47 +2.86 –10.87 –3.89 –4.00 ... 28.20 7.45 AtaraBiotherap ATRA ... dd 14.14 +0.86 –4.15 –3.69 –3.43 ... 363.92 223.25 Biogen BIIB ... 14 262.63 –7.68 24.80 18.42 20.29 ... 18.00 9.42 CanterburyPark CPHC ... 61 13.68 –0.16 .23 .41 ... ...
12.25 3.82 AlimeraSciences ALIM ... dd 10.70 +0.90 –1.04 –.63 .06 ... 94.17 24.15 AteaPharm AVIR ... dd 36.41 –8.53 ... 8.34 17.25 ... 131.95 71.35 BioMarinPharm BMRN ... 18 78.73 –0.67 4.53 –.31 1.11 ... 23.10 9.02 CapitalBancorp CBNK ... 10 22.77 +2.13 1.87 1.68 1.76 ...
49.32 40.03 AlkamiTech ALKT ... ... 44.63 +2.50 ... ... ... ... 15.24 3.76 Athenex ATNX ... dd 4.03 +0.06 –1.72 –1.46 –1.30 ... 22.22 15.15 BiomeaFusion BMEA ... ... 16.80 –1.80 ... ... ... ... 28.98 16.70 CapitalCityBank CCBG 2.3 14 25.71 +0.02 1.88 1.60 1.61 .15
23.92 13.03 Alkermes ALKS ... dd 21.28 +1.41 –.70 .43 .97 ... 34.79 15.79 AthiraPharma ATHA ... ... 17.98 +1.39 ... ... –2.11 ... 177.65 43.00 BioNTech BNTX ... cc 173.00 +21.46 .07 19.12 14.45 ... 12.83 5.48 CapitalProduct CPLP 3.2 8 12.31 +1.20 1.60 1.77 1.76 .10
157.98 55.51 Allakos ALLK ... dd 107.40 +2.90 –3.10 –4.04 –5.15 ... 15.97 1.58 AtlanticAmerican AAME .5 7 4.00 +0.30 .56 ... ... .02 19.51 10.74 Bioventus BVS ... ... 14.09 –0.73 ... .84 .96 ... 24.34 11.27 CapitalSouthwest CSWC 6.9 30 23.76 +0.37 –1.24 ... ... .10
43.34 21.02 AllegianceBcshs ABTX 1.2 18 40.71 +0.24 2.22 2.92 2.43 .12 27.22 9.18 AtlCapitalBcshs ACBI ... 25 26.22 +1.15 1.05 1.61 1.83 ... 46.25 21.04 BlackDiamond BDTX ... dd 26.68 +0.82 –2.05 –2.75 –3.22 ... 26.66 8.40 CapitalaFinance CPTA ... dd 20.00 +4.48 –13.08 .73 .73 ...
271.29 63.50 AllegiantTravel ALGT ... dd 240.81 –3.27 –11.53 2.21 15.36 ... 41.84 18.55 AtlUnionBkshs AUB 2.6 20 39.15 +0.19 1.93 2.82 2.66 .25 80.00 45.77 Blackbaud BLKB ... cc 70.84 –0.91 .16 2.72 2.94 ... 14.38 8.75 CapitolFedFin CFFN 2.6 30 13.25 +0.11 .47 .49 .52 .085
34.66 16.78 AllegroMicro ALGM ... cc 27.06 +0.33 ... .44 .61 ... 48.49 22.42 AtlanticaSust AY 4.3 cc 39.25 +0.21 .12 .96 1.28 .42 154.61 56.86 BlackLine BL ... dd 120.05 +0.96 –.83 ... ... ... 19.13 9.01 CapStarFin CSTR 1.1 15 17.98 –0.36 1.22 1.68 ... .05
3.39 1.02 AllenaPharm ALNA ... dd 1.15 +0.03 –1.01 –.89 –.77 ... 36.40 7.44 Atlanticus ATLC ... 9 34.95 +2.56 3.95 –3.25 –2.00 ... 3.85 2.24 BlackRockCapInvt BKCC 10.6 dd 3.76 +0.11 –1.49 ... .39 .10 29.65 12.30 CaraTherap CARA ... cc 26.34 –2.17 .18 ... –.77 ...
6.68 2.63 AllianceResource ARLP ... dd 6.54 +0.79 –1.02 .90 .54 ... 69.08 27.33 AtlasAir AAWW ... 5 67.72 +0.85 13.50 10.67 9.55 ... 15.07 7.23 BlkRkTCPCap TCPC 8.2 12 14.62 +0.02 1.23 1.33 1.37 .30 48.28 27.70 CardiovascularSys CSII ... dd 40.72 +1.74 –.79 ... ... ...
58.10 44.36 AlliantEnergy LNT 2.9 23 56.44 +0.28 2.47 2.56 2.72 .4025 11.29 4.95 AtlasTech ATCX ... dd 10.33 +0.13 –.93 .72 1.35 ... 29.95 8.37 BloominBrands BLMN ... dd 28.19 +0.03 –1.85 1.19 2.05 ... 161.47 39.52 Cardlytics CDLX ... dd 129.85 +5.82 –2.04 –1.57 –1.47 ...
55.44 26.33 AlliedMotionTech AMOT .2 38 54.01 +2.75 1.43 1.48 1.85 .02 262.40 146.06 Atlassian TEAM ... dd 230.82 –3.94 ... 1.20 1.43 ... 18.41 8.37 Blucora BCOR ... dd 14.61 –1.79 –7.14 1.31 1.54 ... 42.09 16.67 Cardtronics CATM ... 93 38.81 +0.01 .42 1.81 2.13 ...
55.00 24.85 AllogeneTherap ALLO ... dd 34.42 +1.91 –2.08 –2.19 –2.59 ... 25.03 11.01 Atreca BCEL ... dd 11.96 +0.15 ... –2.72 –2.67 ... 28.90 10.01 BlueBird BLBD ... 68 27.36 +1.09 .45 .96 1.69 ... 13.40 5.59 Carecloud MTBC ... dd 8.05 –0.21 –1.79 –1.01 –.38 ...
20.19 8.46 Allot ALLT ... dd 18.13 +0.38 –.27 –.23 –.07 ... 72.07 34.04 AtriCure ATRC ... dd 69.00 +1.00 –1.14 –1.24 –.92 ... 72.51 24.24 bluebirdbio BLUE ... dd 28.65 +0.37 –9.95 –11.43 –9.37 ... 99.83 23.17 CareDx CDNA ... dd 78.96 +4.69 –.40 –.38 .05 ...
48.96 18.15 AlloVir ALVR ... dd 22.34 +0.26 –2.59 –1.66 –1.87 ... 745.00 567.00 Atrion ATRI 1.1 38 654.20 –15.60 17.44 15.14 13.19 1.75 35.89 7.95 BlueCity BLCT ... dd 8.68 +0.07 ... –1.27 4.36 ... 24.89 14.87 CareTrustREIT CTRE 4.3 29 24.39 +0.51 .85 ... ... .265
17.96 5.28 AllscriptsHlthcr MDRX ... dd 16.34 +0.62 4.40 ... .77 ... 65.55 35.05 AuburnNatlBncp AUBN 2.9 17 36.06 –0.99 2.09 1.00 1.00 .26 3.80 1.20 BlueknightEner BKEP 5.1 dd 3.16 ... –.91 ... ... .04 36.54 19.24 CarGurus CARG ... 37 25.45 +0.17 ... ... ... ...
178.41 119.29 AlnylamPharm ALNY ... dd 136.72 –2.16 –7.46 –6.32 –3.53 ... 44.94 21.91 AudioCodes AUDC 1.0 37 30.26 –0.77 .87 1.50 1.62 .16 125.61 56.00 BlueprintMed BPMC ... 18 97.00 +1.80 5.59 –6.65 –5.95 ... 12.90 6.41 CarLotz LOTZ ... cc 7.53 +0.25 ... –.71 –.37 ...
43.00 9.11 Alpha&OmegaSem AOSL ... 55 31.59 –0.51 –.27 2.36 2.47 ... 20.50 11.60 AuriniaPharm AUPH ... dd 12.49 +0.14 –.87 –1.08 ... ... 15.92 8.69 BoingoWireless WIFI ... dd 13.94 +0.03 –.38 –.24 –.07 ... 3.11 0.44 CarLotzWt LOTZW ... ... 1.83 +0.28 ... ... ... ...
2306.12 1230.38 Alphabet A GOOGL ... 39 2299.93 +17.18 58.61 69.93 81.86 ... 11.00 1.40 AuroraMobile JG ... dd 3.45 +0.09 –.28 .54 1.65 ... 43.07 20.87 BoltBiotherap BOLT ... ... 24.74 +2.38 ... –2.69 –2.66 ... 41.55 21.36 Carlyle CG 2.4 45 41.53 +1.83 .97 2.30 2.86 .25
2325.82 1232.20 Alphabet C GOOG ... 39 2315.30 +17.54 58.61 70.14 82.09 ... 321.13 170.57 Autodesk ADSK ... 54 295.27 –4.89 5.44 ... ... ... 2489.41 1303.25 BookingHldgs BKNG ... cc 2395.43 –81.47 1.44 ... ... ... 23.26 2.57 CarParts.com PRTS ... dd 16.88 +0.79 –.04 –.21 –.06 ...
19.36 3.66 Alphatec ATEC ... dd 16.71 –0.06 –1.18 –.69 –.44 ... 17.19 5.10 AutolusTherap AUTL ... dd 5.43 +0.14 –2.78 –2.04 –1.85 ... 15.37 5.00 BostonPrivFin BPFH 1.6 27 14.91 +1.04 .55 .71 .74 .06 8.09 2.80 CarrolsRestr TAST ... dd 5.81 +0.13 –.58 –.01 .06 ...
16.37 2.58 AlpineImmune ALPN ... dd 12.07 +1.07 –1.34 –1.29 –1.21 ... 197.28 127.31 ADP ADP 1.9 34 195.86 +2.92 5.70 5.94 ... .93 55.63 37.69 Bottomline EPAY ... dd 49.10 +0.77 –.22 1.16 1.44 ... 14.94 6.30 CarterBkshrs CARE ... dd 13.42 –0.65 –1.74 .90 ... ...
68.58 29.80 AltairEngg ALTR ... dd 67.11 +3.81 ... .49 .58 ... 13.49 4.83 AvadelPharm AVDL ... cc 8.32 –0.30 ... –1.29 ... ... 11.04 5.52 Brainsway BWAY ... dd 8.28 –0.78 –.48 ... ... ... 13.15 3.65 CasaSystems CASA ... 32 9.04 +0.28 .29 .29 .41 ...
35.10 2.88 Altimmune ALT ... dd 12.44 +0.17 –1.91 –1.30 1.17 ... 43.76 4.47 AviatNetworks AVNW ... 25 31.73 +0.88 .03 ... 2.18 ... 73.50 26.17 BridgeBioPharma BBIO ... dd 54.47 –0.65 –3.80 –3.16 –3.32 ... 68.48 42.88 CasellaWaste CWST ... 37 68.00 +0.86 ... .78 .99 ...
16.82 6.25 AltisourcePortf ASPS ... dd 6.53 –1.08 –4.31 –1.45 .99 ... 24.47 4.67 AvidTechnology AVID ... 88 21.23 –1.11 .25 1.14 1.45 ... 19.65 14.10 BridgfordFoods BRID ... 19 14.68 –0.29 ... ... ... ... 225.27 139.42 CaseysGenStores CASY .6 25 224.04 +0.72 7.10 8.07 8.26 .34
66.38 18.92 AltraIndlMotion AIMC .4 dd 63.45 +0.50 –.39 3.13 3.67 .06 37.46 19.12 AvidityBio RNA ... dd 22.48 +1.73 –2.05 –2.72 ... ... 25.26 7.43 Brightcove BCOV ... dd 19.57 –1.85 –.15 .50 .62 ... 48.55 31.30 CassInfoSys CASS 2.3 27 46.50 +0.15 1.73 1.86 1.20 .27
59.73 9.40 AltusMidstream ALTM 10.5 dd 57.14 +3.33 .28 ... ... 1.50 83.44 9.44 AvisBudget CAR ... dd 83.25 +4.10 –9.71 –.01 3.91 ... 48.29 20.61 BrighthouseFin BHF ... dd 45.44 –1.96 –11.58 ... ... ... 107.69 26.13 CastleBiosci CSTL ... dd 67.58 +2.07 –.54 –.72 –.28 ...
20.22 8.32 AmalgamFin AMAL 1.9 11 16.62 –0.23 1.48 1.60 1.82 .08 44.92 24.30 Avnet AVT 1.9 dd 44.17 –0.08 –.31 2.03 2.89 .21 495.14 254.75 Broadcom AVGO 3.1 54 466.13 –12.66 6.33 26.17 27.91 3.60 8.59 1.25 CatabasisPharm CATB ... dd 2.25 +0.01 –2.03 –.67 –.64 ...
9.25 3.36 Amarin AMRN ... dd 5.13 +0.11 –.05 –.13 .02 ... 6.52 2.35 Aware AWRE ... dd 3.42 –0.09 –.35 .02 .03 ... 18.27 8.02 BrookfieldProp BPY 7.4 dd 17.86 –0.05 –2.39 –.50 1.86 .3325 45.19 20.59 CathayGenBncp CATY 3.0 14 41.24 –0.03 2.87 ... 3.42 .31
3552.25 2256.38 Amazon.com AMZN ... 80 3340.88 –58.56 41.83 ... ... ... 50.21 20.40 AxcelisTechs ACLS ... 30 43.97 +1.31 1.46 1.85 2.52 ... 18.78 7.98 BrookfieldPropREIT BPYU 7.4 dd 17.90 –0.22 1.33 ... ... .3325 242.06 131.00 CavcoIndustries CVCO ... 32 215.87 –8.15 8.10 7.57 8.89 ...
137.21 43.69 Ambarella AMBA ... dd 103.54 +1.23 –1.72 .70 1.08 ... 7.73 3.90 AxcellaHealth AXLA ... dd 4.27 +0.02 –1.78 –1.83 –2.28 ... 16.44 8.13 BrooklineBcp BRKL 2.9 26 15.79 +0.21 .60 ... 1.12 .115 9.47 4.50 CECO Env CECE ... 33 7.58 –0.13 .23 .53 .67 ...
82.38 54.68 Amdocs DOX 1.8 15 78.15 +2.04 3.71 4.71 5.08 .36 212.37 65.50 AxonEnterprise AXON ... dd 153.94 +1.20 –.03 ... ... ... 104.40 33.90 Brooks Auto BRKS .4 98 102.74 +0.41 .88 2.00 2.33 .10 34.71 11.82 Cellectis CLLS ... dd 19.09 –0.31 –1.92 –2.65 –2.93 ...
M20 BARRON’S April 26, 2021

Nasdaq Issues
- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
13.01 6.06 CelyadOncology CYAD ... dd 6.38 –0.43 –1.40 –2.26 ... ... 24.85 14.88 Cricut CRCT ... ... 22.96 +2.96 ... ... ... ... 150.30 110.15 ElectronicArts EA .5 35 143.14 +2.09 10.30 5.60 6.11 .17 55.11 30.55 4D Molecular FDMT ... ... 34.05 +0.85 ... –3.23 –3.45 ...
27.10 9.25 Centogene CNTG ... dd 10.80 –0.71 –1.16 –1.18 –1.58 ... 23.70 11.61 CrineticsPharm CRNX ... dd 17.18 +0.45 –2.42 ... ... ... 6.77 2.12 EloxxPharm ELOX ... dd 2.21 –0.33 –.86 –.70 –.82 ... 15.50 11.40 4Dpharma LBPS ... dd 12.40 –0.54 –2.34 ... ... ...
62.91 31.33 CentralGarden CENT ... 24 57.11 +0.19 ... ... ... ... 39.07 8.55 Criteo CRTO ... 31 36.58 –0.82 1.19 2.20 2.09 ... 8.20 2.50 Emcore EMKR ... dd 6.54 +0.61 –.24 .47 .53 ... 1.76 1.00 4DpharmaWt LBPSW ... ... 1.05 –0.05 ... ... ... ...
55.07 29.08 CentralGardenA CENTA ... 21 51.55 +0.27 ... ... ... ... 86.40 18.97 Crocs CROX ... 18 84.15 +5.11 4.56 3.96 ... ... 58.59 40.32 EnantaPharma ENTA ... dd 50.27 –0.41 –1.81 –3.22 –4.50 ... 44.80 23.57 FoxA FOXA 1.2 15 38.41 +0.46 ... 2.55 ... .23
19.60 3.92 CenturyAluminum CENX ... dd 15.53 –1.39 –1.38 .83 1.42 ... 15.83 4.62 Cronos CRON ... dd 8.23 –0.13 –.21 –.28 –.17 ... 49.01 22.10 EncoreCapital ECPG ... 6 38.72 –0.03 6.68 8.09 8.80 ... 42.14 23.36 FoxB FOX 1.2 15 37.34 +0.62 ... 2.55 ... .23
121.32 57.99 CenturyBancorpA CNBKA .6 16 114.14 –0.86 7.58 2.00 2.00 .18 13.90 4.50 CrossCtyHlthcr CCRN ... dd 13.63 +0.51 –.36 .69 .50 ... 73.30 40.33 EncoreWire WIRE .1 20 71.87 +0.99 3.68 3.85 3.58 .02 160.22 40.52 FoxFactory FOXF ... 72 157.67 +16.45 2.22 ... ... ...
6.90 1.95 Ceragon CRNT ... dd 3.51 +0.01 –.21 .01 .14 ... 15.67 7.66 CrossFirstBkshs CFB ... 59 13.90 +0.18 .24 .94 1.04 ... 10.89 2.71 EndoIntl ENDP ... 8 5.90 –0.36 .79 ... ... ... 41.50 11.52 Franchise FRG 4.0 24 37.60 +0.23 .70 3.27 ... .375
139.00 17.81 Cerence CRNC ... cc 90.98 –8.51 –.57 1.94 2.25 ... 251.28 65.80 CrowdStrike CRWD ... dd 219.30 +4.10 ... .29 ... ... 21.97 6.69 EnergyRecovery ERII ... 46 21.68 +3.41 .47 .20 .44 ... 82.99 43.00 FranklinElec FELE .8 39 82.39 +0.97 2.14 2.71 3.01 .175
84.20 63.11 Cerner CERN 1.2 30 75.56 +0.25 2.52 3.16 3.56 .22 59.85 27.01 CullinanOncology CGEM ... ... 31.49 –3.71 ... –1.55 –1.90 ... 229.04 36.91 EnphaseEnergy ENPH ... cc 166.97 +16.96 .95 2.14 2.86 ... 21.69 11.85 FreelineTherap FRLN ... dd 12.30 –0.12 –6.86 ... ... ...
41.79 24.58 Certara CERT ... ... 31.11 +3.05 –.37 .22 .32 ... 4.14 2.77 CumberlandPharm CPIX ... dd 2.96 –0.03 –.22 –.26 –.32 ... 98.66 33.72 EnsignGroup ENSG .2 29 88.38 –3.69 3.06 ... 3.85 .0525 7.84 0.90 FreightCarAmer RAIL ... dd 6.67 +1.99 –6.29 –.99 –.39 ...
8.87 5.05 Cerus CERS ... dd 6.08 –0.10 –.37 –.35 ... ... 11.75 3.00 CumulusMedia CMLS ... dd 9.49 –0.17 ... –1.10 .80 ... 269.12 121.63 EnstarGroup ESGR ... 3 255.40 –1.67 ... ... 15.00 ... 13.06 7.41 FrequencyElec FEIM ... dd 10.77 +0.02 –1.10 .70 .91 ...
25.59 6.87 ChampionX CHX ... dd 20.42 –0.50 –5.01 .45 .91 ... 151.80 36.15 CureVac CVAC ... ... 116.37 +7.08 –153.84 4.01 ... ... 4.25 1.58 EntasisTherap ETTX ... dd 1.99 +0.09 –2.10 –1.28 –1.30 ... 58.37 7.34 FrequencyTherap FREQ ... dd 10.17 +0.58 –.82 –.39 –.93 ...
24.21 9.76 ChangeHlthcr CHNG ... dd 23.22 +0.41 –6.92 1.28 1.57 ... 13.44 0.72 Curis CRIS ... dd 10.60 –0.89 –.61 ... –.42 ... 126.41 49.18 Entegris ENTG .3 52 113.15 –4.23 2.16 2.99 3.51 .08 177.45 65.01 Freshpet FRPT ... dd 172.69 +0.20 –.08 .41 .90 ...
81.63 39.38 ChangeHlthcrUn CHNGU 3.9 ... 77.45 –0.05 ... ... ... .75 38.80 11.02 Cutera CUTR ... dd 29.47 –0.70 –1.43 –.30 –.02 ... 34.50 19.27 EnterpriseBncp EBTC 2.2 13 34.10 +0.19 2.64 .90 ... .185 58.94 35.45 frontdoor FTDR ... 42 55.05 –1.70 1.31 1.59 1.98 ...
681.71 485.01 CharterComms CHTR ... 43 657.54 +13.17 15.40 20.25 27.70 ... 169.70 92.61 CyberArkSoftware CYBR ... dd 143.24 –3.21 –.15 .57 .59 ... 52.00 21.70 EnterpriseFinSvcs EFSC 1.4 19 50.59 +0.37 2.76 ... ... .18 21.98 18.26 Frontier ULCC ... ... 21.17 +1.04 ... ... ... ...
139.26 101.27 CheckPoint CHKP ... 20 119.80 +0.97 6.03 6.71 7.17 ... 43.48 20.81 CyberOptics CYBE ... 39 29.63 +1.43 .77 .85 1.15 ... 8.88 0.90 EnthusiastGaming EGLX ... dd 8.35 +0.43 –.24 ... ... ... 29.44 1.58 FuelCell FCEL ... dd 10.20 +0.34 –.42 –.28 –.17 ...
23.10 5.84 CheckmatePharm CMPI ... dd 6.46 –0.21 ... –2.90 –2.86 ... 8.96 2.18 CyclerionTherap CYCN ... dd 2.91 +0.33 –2.56 –1.31 –1.00 ... 22.00 7.36 Epizyme EPZM ... dd 7.79 –0.31 –2.29 –2.32 –1.80 ... 22.39 7.01 FulcrumTherap FULC ... dd 11.45 –0.08 –2.79 –2.87 –2.96 ...
63.20 16.80 Cheesecake CAKE ... dd 57.86 +0.02 –6.32 1.33 2.63 ... 9.06 1.56 CymaBayTherap CBAY ... dd 4.44 +0.12 –.74 ... ... ... 107.64 61.98 ePlus PLUS ... 19 99.96 +0.69 5.15 ... 6.60 ... 189.89 12.36 FulgentGenetics FLGT ... 10 84.78 –5.72 8.91 12.27 3.63 ...
35.41 10.54 ChefsWarehouse CHEF ... dd 34.74 +0.84 –2.46 –.36 .46 ... 86.77 61.64 CyrusOne CONE 2.7 cc 74.29 +1.72 .35 .17 .27 .51 4.44 2.73 EpsilonEnergy EPSN ... cc 3.94 +0.08 .03 .32 .50 ... 18.41 8.89 FultonFin FULT 3.2 13 17.33 +0.11 1.08 1.34 1.22 .14
70.29 44.28 ChemoCentryx CCXI ... dd 45.90 –0.64 –.84 –1.60 –.37 ... 30.14 13.87 Cytokinetics CYTK ... dd 26.49 +1.79 –1.97 ... ... ... 27.05 2.43 Equillium EQ ... dd 6.07 –0.57 –1.46 ... –1.59 ... 25.07 3.43 Funko FNKO ... cc 21.15 +0.14 .11 .97 1.12 ...
45.00 23.01 ChemungFinl CHMG 2.4 11 42.80 –0.17 4.01 4.07 3.77 .26 15.44 6.25 CytomXTherap CTMX ... dd 9.16 +1.65 –.71 –1.49 ... ... 839.77 586.73 Equinix EQIX 1.6 cc 718.11 +9.97 4.18 7.59 ... 2.87 48.50 10.02 FusionFuelGreen HTOO ... dd 12.61 +0.61 –.46 –.46 –.60 ...
50.00 40.00 ChesapeakeEner CHK ... dd 46.46 +0.81 –998.26 6.18 5.42 ... 30.98 12.49 EquityBcshs EQBK ... dd 30.61 +1.57 –4.97 2.90 2.31 ... 19.00 8.09 FusionPharm FUSN ... dd 8.49 +0.05 –3.62 ... –1.53 ...
31.00
7.75
15.00
2.77
ChesapeakeWtC
Chiasma
CHKEL
CHMA
...
...
...
dd
18.57
2.86
+0.82
–0.06
...
–1.43
...
–1.14
...
–.53
...
... D 266.77
13.95
154.63
5.00
ErieIndemnity A
ErytechPharma
ERIE
ERYP
1.8
...
28
dd
229.03
7.29
+1.72
+0.39
5.61
–4.55
...
–3.68
6.39
–2.15
1.035
...
204.25 10.21 Futu FUTU ... cc 143.81 –9.20 ... 21.66 33.80 ...
.14
37.01
85.59
6.45
17.78
ChickenSoupA
Children'sPlace
CSSE
PLCE
...
...
dd
dd
31.33
75.93
–3.20
–0.91
...
–9.59
–2.44
3.92
–1.80
5.02
...
... 7.38 1.35 DBV Tech DBVT ... dd 6.04 ... –1.48 –1.72 –1.42 ...
24.05
53.73
7.31
23.90
Escalade
EsperionTherap
ESCA
ESPR
2.5
...
11
dd
22.25
27.51
–0.14
+0.49
1.82
–5.23
1.60
–9.45
1.26
... ... G
11.57 1.38 Chimerix CMRX ... dd 8.55 +0.37 –.70 –.55 –.32 ... 3.55 1.00 DIRTT Envl DRTT ... dd 3.15 +0.10 –.13 –.18 –.05 ... 10.30 4.33 EtonPharm ETON ... dd 8.12 +0.04 –1.33 .25 ... ...
120.05 99.74 ChinaBiologic CBPO ... 31 119.99 +1.99 3.92 ... ... ... 42.92 22.54 DISH Network DISH ... 14 42.48 +4.47 ... ... 2.56 ... 251.86 61.31 Etsy ETSY ... 82 214.59 –5.40 2.69 ... ... ... 14.24 4.03 GBS GBS ... dd 4.19 –0.46 ... ... ... ...
31.40 4.13 ChinaFinance JRJC ... dd 10.41 +0.41 –5.01 2.60 4.30 ... 70.00 21.94 DMC Global BOOM ... dd 50.00 –6.03 –.10 .76 2.08 ... 167.71 75.64 EuronetWorldwide EEFT ... dd 149.60 +0.63 –.06 5.62 8.41 ... 15.36 9.00 GCM Grosvenor GCMG 2.2 dd 12.81 +0.79 –.50 .50 .61 .08
3.14 0.94 ChinaIndex CIH ... 5 2.22 +0.09 ... ... ... ... 18.77 12.42 DSP Group DSPG ... dd 14.13 –0.12 –.29 .23 .36 ... 19.93 3.55 EveloBiosci EVLO ... dd 11.54 –0.02 –2.37 –2.09 –2.02 ... 3.13 0.32 GCMGrosvenorWt GCMGW ... ... 1.62 +0.38 ... ... ... ...
1.35 0.86 ChinaXDPlastics CXDC ... dd 1.02 –0.05 .05 1.78 1.74 ... 35.98 11.29 DXP Ents DXPE ... dd 29.40 –0.83 –1.62 .13 1.19 ... 8.30 0.61 Ever-Glory EVK ... 10 2.29 +0.16 .22 ... ... ... 116.76 53.91 GDS Holdings GDS ... dd 85.05 +7.97 ... –1.65 –.33 ...
27.47 13.12 Chindata CD ... dd 13.90 –0.72 ... ... .47 ... 61.27 14.60 DadaNexus DADA ... dd 25.86 +1.18 –1.81 ... ... ... 178.98 100.17 Everbridge EVBG ... dd 138.80 +4.92 –2.70 –.22 .05 ... 37.07 10.81 G1Therapeutics GTHX ... dd 22.26 –1.25 –2.62 ... ... ...
21.68 10.50 ChinookTherap KDNY ... dd 14.75 –1.15 –6.20 ... ... ... 7.23 3.69 Daktronics DAKT ... 28 6.09 –0.32 .01 .26 .23 ... 63.44 31.50 EverQuote EVER ... dd 33.60 –2.17 ... –.23 .11 ... 239.90 35.16 GRAVITY GRVY ... 16 119.66 –4.34 7.65 ... ... ...
36.31 18.20 ChipMOSTechs IMOS ... 16 34.70 +1.58 2.21 3.36 3.72 ... 119.43 40.23 Datadog DDOG ... dd 89.57 –0.77 –.08 .14 .26 ... 9.01 2.58 EverspinTech MRAM ... dd 5.52 +0.31 –.45 ... .13 ... 8.30 5.21 GSI Tech GSIT ... dd 6.43 –0.17 –.45 ... –.33 ...
258.32 85.24 ChurchillDowns CHDN .3 dd 215.89 –4.77 –2.08 5.73 8.43 .622 51.73 8.43 Dave&Buster's PLAY ... dd 46.75 +2.97 –4.75 .18 2.11 ... 10.24 0.94 Evogene EVGN ... dd 4.25 –0.12 –.83 –.72 –.58 ... 219.00 87.07 GWPharm GWPH ... dd 218.95 +0.05 –1.81 .02 .49 ...
47.65 12.37 Chuy's CHUY ... dd 45.47 –0.73 –.18 1.16 1.37 ... 7.45 0.58 DAVIDsTEA DTEA ... dd 3.30 +0.10 –.91 ... ... ... 17.38 2.85 Evolus EOLS ... dd 9.17 –1.80 –4.83 –.94 –.49 ... 15.06 7.29 Gaia GAIA ... cc 10.53 –0.21 ... .13 .42 ...
4.45 1.82 CidaraTherap CDTX ... dd 2.23 +0.09 –1.80 –1.33 –1.58 ... 4.47 1.09 DawsonGeophys DWSN ... dd 2.25 –0.16 –.56 –1.06 –.49 ... 24.67 10.29 Exagen XGN ... dd 15.75 –0.87 –1.32 –1.61 ... ... 17.93 11.00 GainTherap GANX ... ... 12.10 –2.40 –.30 –.86 –1.63 ...
128.87 52.29 Cimpress CMPR ... ... 95.22 –6.63 ... .10 2.88 ... 24.39 9.28 DecibelTherap DBTX ... ... 9.53 –0.36 ... –1.65 –.90 ... 27.80 18.18 Exelixis EXEL ... 71 24.73 +1.14 .35 ... ... ... 233.14 74.51 Galapagos GLPG ... dd 81.46 +2.31 –5.35 –4.86 –4.21 ...
110.30 46.07 CincinnatiFin CINF 2.3 15 109.36 +2.95 7.49 3.97 ... .63 68.40 39.42 DecipheraPharm DCPH ... dd 46.21 –0.79 –4.78 –4.25 –2.53 ... 46.37 33.97 Exelon EXC 3.4 22 44.91 –1.25 2.01 2.80 ... .3825 17.99 5.58 Galecto GLTO ... ... 6.00 +0.08 ... –2.23 –2.10 ...
6.00 0.45 Cinedigm CIDM ... dd 1.36 +0.14 –.34 –.56 ... ... 93.94 20.08 DenaliTherap DNLI ... cc 56.79 +2.78 .63 –1.30 –1.99 ... 96.60 51.09 ExlService EXLS ... 37 95.76 +0.06 2.59 3.98 4.36 ... 15.00 6.15 GaleraTherap GRTX ... dd 6.56 –0.97 –2.98 –2.63 –2.39 ...
369.20 197.14 Cintas CTAS .8 39 353.72 +3.20 8.11 10.04 ... .75 66.47 36.12 DentsplySirona XRAY .6 dd 66.20 +0.78 –.38 2.72 3.08 .10 66.48 6.30 ExOne XONE ... dd 24.04 –0.98 –.86 –.75 –.48 ... 15.00 3.86 GamidaCell GMDA ... dd 7.56 –0.09 –1.66 –1.77 –1.69 ...
103.25 55.30 CirrusLogic CRUS ... 26 86.98 +1.33 2.64 ... ... ... 66.71 38.84 Descartes DSGX ... cc 63.62 –2.30 .62 ... ... ... 90.00 4.03 eXpWorld EXPI ... cc 34.46 –2.24 .21 .40 .66 ... 46.34 24.58 Gaming&Leisure GLPI 5.7 20 45.94 +0.51 2.30 ... ... .65
53.18 35.28 CiscoSystems CSCO 2.9 22 51.91 –0.89 2.64 3.22 ... .37 50.50 18.81 DesignTherap DSGN ... ... 19.27 –4.23 ... ... ... ... 187.93 58.39 Expedia EXPE ... dd 177.56 +3.65 –19.00 ... ... ... 141.88 76.02 Garmin GRMN 1.7 27 141.35 +0.75 5.17 5.41 5.94 .61
109.42 9.07 CitiTrends CTRN ... 46 108.45 +7.49 2.32 4.85 5.17 ... 4.05 2.10 Deswell DSWL 2.4 dd 3.79 –0.04 –.08 .58 .71 .09 112.71 69.51 ExpeditorsIntl EXPD .9 27 110.84 –0.39 4.07 4.26 4.35 .52 19.09 9.80 GeminiTherap GMTX ... ... 10.67 –0.57 ... –1.39 –1.63 ...
14.81 6.05 CtznCmntyBcp CZWI 1.7 12 13.22 –1.15 1.14 1.38 1.05 .23 456.23 305.63 DexCom DXCM ... 86 415.00 +14.96 5.06 ... 3.39 ... 102.42 61.47 Exponent EXPO .8 65 100.32 –0.54 1.55 1.65 1.87 .20 15.75 10.26 GencorIndustries GENC ... 39 12.09 –0.49 ... .23 .27 ...
27.94 19.15 CitizensHolding CIZN 4.9 16 19.40 –2.00 1.24 1.45 1.55 .24 177.11 96.01 DiamondHillInvt DHIL 2.5 13 159.40 –3.10 12.03 5.58 8.01 1.00 20.09 9.82 ExtendedStayAmer STAY 1.8 ... 19.70 ... ... .62 .80 .09 19.30 4.62 GeneralFin GFN ... cc 18.98 +0.03 .14 .56 .65 ...
173.56 111.26 CitrixSystems CTXS 1.1 35 140.48 –0.02 4.00 6.35 7.30 .37 88.75 23.63 DiamondbkEner FANG 2.1 dd 76.13 –1.41 –28.59 7.67 10.23 .40 40.73 18.00 ExtractionOil XOG ... dd 40.00 –0.04 –9.34 4.13 4.30 ... 55.72 17.00 GenerationBio GBIO ... dd 35.24 +6.94 –2.95 –1.79 –1.76 ...
88.49 53.06 CityHolding CHCO 2.9 16 78.74 –1.35 5.55 4.25 4.54 .58 30.92 16.50 DicernaPharma DRNA ... dd 28.68 –0.28 –1.52 –1.64 –2.18 ... 11.12 2.75 ExtremeNetworks EXTR ... dd 9.93 +0.34 –1.06 ... .70 ... 31.54 9.03 Genetron GTH ... dd 21.26 +1.31 –7.37 –.29 –.20 ...
19.63 8.21 Clarus CLAR .5 cc 18.67 +0.96 .18 .49 .60 .025 25.61 9.63 DigiIntl DGII ... 69 18.43 +0.09 .28 .33 .65 ... 15.06 3.51 EyePointPharm EYPT ... dd 9.75 +0.38 –3.54 –1.67 –1.41 ... 22.20 3.63 Genfit GNFT ... dd 4.24 –0.07 –2.96 –1.79 –1.10 ...
19.79 1.82 CleanEnerFuels CLNE ... dd 10.39 –0.75 –.05 .03 .04 ... 58.74 11.77 Digimarc DMRC ... dd 35.88 +1.24 –3.41 ... –2.06 ... 6.84 4.34 Ezcorp EZPW ... dd 5.06 –0.17 ... .04 ... ... 44.83 23.79 Genmab GMAB ... 34 36.81 +1.58 1.12 .43 .76 ...
38.75 11.46 Clearfield CLFD ... 50 36.73 +6.81 .53 1.05 1.26 ... 33.98 16.51 DimeCommBcshs DCOM 2.9 16 33.08 –0.08 2.11 2.90 2.85 .24 24.25 8.47 GenMarkDiagn GNMK ... dd 24.04 +0.03 –.28 ... .18 ...
4.53
17.45
1.25
6.31
ClearsideBiomed
CloverHealth
CLSD
CLOV
...
...
dd
dd
2.93
8.77
+0.17
–0.05
–.39
...
–.29
–.41
–.43
–.18
...
...
91.02
150.72
40.34
26.00
Diodes
DiscoveryB
DIOD
DISCB
...
...
44
46
82.44
83.35
+1.08
–0.30
1.88
...
...
2.86
...
3.29
...
... F 37.75
81.98
23.11
34.09
Gentex
Gentherm
GNTX
THRM
1.4
...
25
43
35.35
76.48
–0.68
–0.65
1.41
1.81
2.02
3.34
2.31
3.96
.12
...
5.45 1.33 CloverHealthWt CLOVW ... ... 2.50 +0.18 ... ... ... ... 78.14 18.56 DiscoveryA DISCA ... 21 38.40 +1.06 ... 2.86 3.29 ... 12.40 5.01 GeospaceTech GEOS ... dd 8.19 –0.07 –1.42 –1.54 –.79 ...
66.70 16.80 DiscoveryC DISCK ... 18 32.45 +0.20 ... 2.86 3.29 ... 97.88 47.98 FARO Tech FARO ... cc 89.00 +2.29 .04 1.28 2.59 ... 51.11 24.40 GermanAmerBncp GABC 1.9 19 44.21 –1.65 2.34 2.39 2.38 .21
11.10 4.08 ClovisOncology CLVS ... dd 6.09 +0.11 –4.38 –2.63 –1.66 ... 16.58 13.50 Diversey DSEY ... ... 16.31 +1.97 ... .55 .69 ... 216.15 116.79 F5Networks FFIV ... 44 209.64 –0.13 5.01 10.23 11.73 ... 2.40 1.12 Geron GERN ... dd 1.43 –0.04 –.28 –.33 –.35 ...
32.78 11.10 CoastalFinl CCB ... 23 28.00 +1.82 1.24 1.59 1.75 ... 7.28 2.47 DiversifiedHlthcr DHC .9 dd 4.42 –0.19 –.59 –.79 ... .01 7.70 2.80 FGFinancial FGF ... dd 7.48 +1.22 –4.15 ... ... ... 103.02 36.39 GibraltarInds ROCK ... 47 92.86 +1.56 1.96 3.40 4.04 ...
318.37 220.00 CocaColaCon COKE .3 17 315.01 +8.21 18.30 ... 23.02 .25 6.00 0.60 DixieGroup DXYN ... dd 3.26 –0.56 ... .10 .30 ... 52.98 37.68 FRP Holdings FRPH ... 43 51.88 +0.86 1.32 .42 1.10 ... 34.71 7.76 GIIIApparel GIII ... 70 32.56 +0.60 .48 2.37 2.80 ...
29.56 10.28 Codexis CDXS ... dd 24.07 +0.47 –.40 ... ... ... 68.00 14.91 Docebo DCBO ... dd 48.68 +1.22 –.26 –.15 .05 ... 315.88 180.83 Facebook FB ... 30 301.13 –5.05 ... 11.35 13.51 ... 22.69 4.80 GilatSatellite GILT 10.1 16 9.85 –0.04 .63 .16 .17 .63
37.85 7.90 CodiakBioSci CDAK ... ... 18.17 +5.29 ... –3.94 –3.58 ... 290.23 100.12 DocuSign DOCU ... dd 224.84 –7.09 –1.31 1.31 1.88 ... 129.04 4.32 FangddNetwork DUO ... dd 4.49 –0.63 ... 3.60 10.15 ... 85.67 56.56 GileadSciences GILD 4.3 cc 65.48 –1.39 .10 7.17 6.75 .71
19.74 10.62 CodorusValleyBncp CVLY 2.5 21 17.62 –0.20 .86 .83 .48 .02 4.85 0.99 Dogness DOGZ ... dd 1.71 +0.12 ... .04 .25 ... 22.91 11.79 Fanhua FANH 7.6 18 12.82 –0.19 .72 8.84 10.57 .25 67.35 30.05 GlacierBancorp GBCI 2.0 22 61.40 +1.23 2.81 2.69 2.59 .31
14.88 1.49 CogentBio COGT ... dd 8.67 +0.17 –16.17 –1.96 –1.74 ... 120.37 72.12 DollarTree DLTR ... 20 115.56 –1.80 5.65 6.15 6.87 ... 11.68 3.40 FarmerBros FARM ... dd 10.21 –0.06 –2.19 –2.08 –.52 ... 10.94 5.60 GladstoneCap GLAD 7.2 36 10.77 +0.01 –.06 .79 .79 .065
90.96 53.20 CogentComm CCOI 4.2 cc 68.41 –0.66 .13 .85 1.20 .755 79.00 14.75 Domo DOMO ... dd 64.23 +3.60 –2.89 –1.55 –.92 ... 52.50 34.84 Fastenal FAST 2.1 35 52.18 +1.64 1.49 ... 1.71 .28 20.95 13.33 GladstoneComm GOOD 7.2 cc 20.73 –0.02 .09 –.01 .03 .1252
101.82 47.68 Cognex CGNX .3 86 85.67 –0.09 1.00 1.43 1.70 .06 16.48 12.38 DonegalGroup A DGICA 3.9 9 16.25 –0.16 1.83 1.28 1.32 .16 121.16 25.60 FateTherap FATE ... dd 85.34 +4.17 –2.10 –1.89 –2.28 ... 14.26 8.16 GladstoneInvt GAIN 6.0 dd 14.03 –0.04 –.22 ... ... .07
82.73 47.39 CognizantTech CTSH 1.2 31 78.69 –1.93 2.57 3.99 4.41 .24 16.36 10.72 DonegalGroup B DGICB 3.8 9 14.98 +0.03 1.65 1.28 1.32 .1425 13.67 4.24 FedNat FNHC 7.0 dd 5.13 +0.64 –5.64 –1.73 .63 .09 21.78 12.80 GladstoneLand LAND 2.6 dd 21.14 +0.04 –.20 –.22 –.08 .045
38.00 23.32 CognyteSoftware CGNT ... cc 26.13 +2.06 .06 ... ... ... 15.15 9.90 DorchesterMnls DMLP 8.7 24 14.62 +0.28 .61 ... ... .2423 57.21 18.12 FibroGen FGEN ... dd 21.14 +1.23 –2.11 –1.48 –2.22 ... 83.69 36.49 GlbBloodTherap GBT ... dd 42.11 +1.30 –4.04 –3.85 ... ...
270.84 103.00 Coherent COHR ... dd 269.84 +1.80 –17.18 5.67 8.91 ... 113.13 57.54 DormanProducts DORM ... 34 111.34 +4.14 3.30 4.39 4.99 ... 70.97 30.50 FidelityD&D FDBC 2.1 20 56.20 +0.36 2.82 ... ... .30 31.86 17.01 GlobalIndemnity GBLI .8 14 27.93 +0.17 ... 3.00 2.50 .25
22.22 13.53 CoherusBioSci CHRS ... 9 14.89 +0.50 1.62 .25 .79 ... 20.54 6.90 DouYuIntl DOYU ... 52 10.50 +0.34 .22 –.49 1.98 ... 18.52 5.36 FiestaRestaurant FRGI ... dd 14.41 +0.68 –.40 .15 .25 ... 18.15 9.75 GlobalWaterRscs GWRS 1.7 cc 17.46 –0.17 .05 .11 .18 .0243
51.86 12.30 Cohu COHU ... dd 44.62 –4.04 –.33 3.06 3.32 ... 74.38 17.60 DraftKings DKNG ... dd 58.12 +0.14 –2.76 –1.61 –1.18 ... 40.46 14.89 FifthThirdBncp FITB 2.8 14 38.34 +0.14 1.83 3.29 3.26 .27 12.95 6.84 GluMobile GLUU ... cc 12.49 +0.02 .12 .50 .61 ...
429.54 282.07 CoinbaseGlbl COIN ... cc 291.60 –50.40 ... 6.11 3.09 ... 31.98 17.55 DreamFinders DFH ... ... 23.89 +0.63 ... 1.32 1.93 ... 80.50 55.13 51job JOBS ... 27 62.56 –0.42 2.37 ... ... ... 5.19 2.38 GlycoMimetics GLYC ... dd 2.52 –0.09 –1.12 –1.25 –1.37 ...
26.91 15.66 CollegiumPharm COLL ... 31 23.26 –0.01 .76 ... 4.77 ... 35.56 22.26 DrivenBrands DRVN ... ... 25.71 –0.16 ... .50 .65 ... 32.43 13.21 FinInstitutions FISI 3.5 13 30.56 –0.48 2.30 2.94 2.99 .27 17.23 1.33 Gogo GOGO ... dd 10.85 +0.30 –3.04 –.05 .40 ...
111.71 40.78 ColliersIntl CIGI .1 98 106.66 +1.33 ... 4.86 5.40 .05 28.33 17.66 Dropbox DBX ... dd 26.26 –0.13 –.62 1.28 1.44 ... 22.50 13.44 FinchTherap FNCH ... ... 14.00 –1.99 ... –.98 –1.30 ... 26.25 9.82 GoHealth GOCO ... dd 12.05 –0.19 ... .71 1.15 ...
16.49 8.70 ColonyBankcorp CBAN 2.8 12 14.85 –0.24 1.24 1.28 1.58 .1025 59.40 35.10 DuckCreekTech DCT ... dd 43.02 –1.83 ... .01 .03 ... 25.53 10.16 FireEye FEYE ... dd 20.28 –0.18 –.95 .36 .41 ... 15.12 5.39 GolarLNG GLNG ... dd 11.55 +1.06 ... .11 .22 ...
50.68 19.11 ColumbiaBanking COLB 2.5 20 44.15 +0.31 2.17 2.32 2.25 .28 17.73 3.21 DuluthHoldings DLTH ... 38 15.88 –0.30 ... .69 .94 ... 48.83 19.26 FirstBancorpNC FBNC 1.9 15 42.98 –0.22 2.81 3.03 ... .20 30.89 7.11 GoldenEnt GDEN ... dd 29.66 +0.40 –4.87 –.37 .33 ...
18.74 10.27 ColumbiaFin CLBK ... 36 18.66 +0.61 .52 ... .67 ... 32.32 13.50 DyneTherap DYN ... ... 18.40 +0.95 –4.13 –2.58 –3.06 ... 30.45 17.62 FirstBancorp FNLC 4.3 11 28.54 –0.40 2.48 1.00 1.00 .31 27.18 9.79 GoldenNugget GNOG ... dd 14.51 –0.19 ... –.50 –.50 ...
113.73 57.16 ColumbiaSportswr COLM .9 70 113.49 +2.73 1.62 4.11 4.91 .26 38.50 16.05 FirstBancshares FBMS 1.5 13 38.24 +0.06 2.52 2.79 2.68 .14 8.39 2.69 GoldenOcean GOGL ... dd 8.23 +0.57 –.96 .97 .93 ...
57.06 21.52 ColumbusMcKinn CMCO .4 cc 53.90 –0.28 2.50 1.12 2.42 .06
58.59 34.17 Comcast A CMCSA 1.8 24 54.39 –0.72 ... ... ... .25 E 13.23
26.88
6.05
14.25
FirstBank
FirstBusey
FRBA
BUSE
1.1
3.6
11
14
11.12
25.36
–0.24
–0.11
.97
1.83
...
...
1.23
...
.03
.23
15.65
64.22
9.57
33.39
GolubCapital
GoodRx
GBDC
GDRX
7.5
...
35
dd
15.46
39.58
+0.08
+1.44
.37
...
1.16
.37
1.17
.55
.29
...
83.06 48.60 CommerceBcshrs CBSH 1.4 22 77.23 +0.09 2.91 3.92 3.55 .2625 27.49 13.43 FirstBusFinSvcs FBIZ 2.9 13 24.65 +0.43 1.97 ... ... .18 19.38 5.73 Goodyear GT ... dd 18.27 +0.54 –5.35 .87 1.65 ...
11.25 1.44 CommVehicle CVGI ... dd 9.90 +0.11 –1.20 .70 1.27 ... 4.99 1.29 ECMOHO MOHO ... dd 1.83 +0.10 ... .59 1.02 ... 889.00 303.19 FirstCitizBcshA FCNCA .2 19 885.08 +28.08 ... 55.63 81.74 .47 174.80 47.61 GooseheadIns GSHD .0 cc 105.97 –1.08 .51 .83 1.38 1.1495
17.97 7.56 CommScope COMM ... dd 16.78 +0.16 –3.20 1.84 2.18 ... 10.68 2.00 EDAP TMS EDAP ... dd 7.36 –1.72 –.07 .11 ... ... 30.90 17.21 FstCmntyBcsh FCBC 3.4 14 29.02 –0.42 2.02 ... 2.05 .25 13.79 2.88 GoPro GPRO ... dd 10.92 –0.45 ... ... ... ...
11.45 3.70 CommsSystems JCS .0 dd 5.98 +0.23 –.02 ... .15 .02 18.23 10.40 ESSA Bancorp ESSA 3.1 10 15.34 –0.66 1.39 1.55 1.48 .12 22.47 9.85 1stConstBncp FCCY 1.9 11 18.79 –0.49 1.76 ... ... .09 16.79 7.92 GossamerBio GOSS ... dd 8.28 –0.21 –3.55 –3.15 –2.99 ...
47.53 26.45 CmntyTrBcp CTBI 3.4 11 45.43 +0.23 3.35 4.16 3.53 .385 31.99 15.45 EVO Payments EVOP ... dd 28.73 +0.11 –.20 .81 .99 ... 4.31 2.37 FirstEagleAltCap FCRD 9.3 dd 4.29 +0.02 –1.17 .40 .41 .10 33.70 12.02 GracellBiotech GRCL ... ... 12.88 –0.02 –2.01 –.98 –1.39 ...
13.44 5.80 CommWestBcshs CWBC 1.9 13 12.50 –0.45 .97 .72 .88 .06 4.69 2.14 EXFO EXFO ... cc 3.74 –0.09 ... ... ... ... 26.62 10.83 FirstFinBncpOH FFBC 3.7 16 24.97 +0.44 1.59 1.75 1.71 .23 115.96 75.64 GrandCanyonEduc LOPE ... 20 111.18 –4.18 5.45 6.18 6.84 ...
72.33 34.42 CommVaultSys CVLT ... dd 70.70 +2.58 –.12 2.01 2.45 ... 26.13 15.00 EagleBncpMT EBMT 1.7 8 23.40 –0.18 3.11 2.38 2.52 .0975 51.60 23.99 FirstFinBkshs FFIN 1.1 34 48.19 +0.99 1.42 1.48 1.39 .13 37.88 4.40 GraybugVision GRAY ... ... 4.68 –0.07 ... –2.48 –3.38 ...
19.90 7.10 Compugen CGEN ... dd 8.73 +0.16 –.37 –.53 –.72 ... 46.36 8.89 EagleBulkShip EGLE ... dd 44.40 +7.07 –3.40 3.41 4.45 ... 47.00 29.54 FirstFinIN THFF 2.4 11 44.29 –0.84 3.93 3.33 3.55 .53 5.53 2.50 GreatElmCap GECC 37.3 dd 3.22 –0.12 –2.40 .34 .40 .10
36.37 19.57 ComputerPrograms CPSI .0 31 30.26 –0.61 .98 2.46 2.81 .10 56.16 36.48 EaglePharm EGRX ... 50 44.04 –0.23 .87 3.37 4.09 ... 15.05 7.90 FirstFinNW FFNW 3.2 16 13.80 +0.06 .88 .91 1.04 .11 4.85 1.73 GreatElm GEG ... dd 2.70 –0.02 –.51 ... ... ...
11.68 3.87 ComputerTask CTG ... 22 11.57 +0.31 .53 .55 .69 ... 76.75 32.58 Eargo EAR ... ... 50.72 +3.71 ... –.93 –.67 ... 25.59 11.70 FirstFoundation FFWM 1.5 13 23.91 +0.22 1.88 2.03 2.07 .09 16.12 7.55 GreatLakesDredge GLDD ... 16 15.78 +0.70 1.00 .96 1.10 ...
4.50 1.80 comScore SCOR ... dd 3.47 +0.12 –.67 –.11 –.10 ... 82.53 29.53 EastWestBncp EWBC 1.7 19 76.15 +1.50 3.97 5.42 5.50 .33 21.29 11.31 FirstGuarBcshs FGBI 3.7 8 17.50 +0.34 ... 1.73 1.86 .16 60.55 32.62 GreatSouthernBncp GSBC 2.4 12 56.16 –0.44 4.21 ... 4.42 .34
11.07 1.83 ComSovereign COMS ... dd 2.43 +0.10 –.82 –1.53 –1.11 ... 21.10 11.74 EasternBankshares EBC 1.5 cc 21.05 +0.82 .13 ... ... .08 30.80 13.56 FirstHawaiian FHB 3.8 19 27.14 –0.87 1.43 1.74 ... .26 31.80 4.60 GreenPlains GPRE ... dd 24.98 –0.90 –3.14 –.50 1.21 ...
30.40 12.96 ComtechTel CMTL 1.6 dd 24.87 –0.50 .28 ... ... .10 27.97 15.28 Eastern EML 1.8 29 24.90 –0.67 .86 .91 .98 .11 41.55 11.43 FirstInternetBncp INBK .7 11 36.42 +1.62 2.99 ... ... .06 13.74 4.43 GreenPlainsPtrs GPP 4.0 7 11.91 +0.22 1.74 1.93 2.25 .12
162.73 80.00 Concentrix CNXC ... ... 159.98 +5.44 3.19 9.01 9.65 ... 14.95 3.80 EbangIntl EBON ... ... 4.19 –0.63 ... ... ... ... 51.24 26.65 FirstInterBanc FIBK 3.4 19 48.60 +0.99 ... ... ... .41 8.73 1.83 Greenlane GNLN ... dd 4.66 –0.36 –1.22 –.15 –.05 ...
13.50 4.11 ConcertPharm CNCE ... dd 4.38 –0.03 –2.40 –2.88 –2.75 ... 65.11 37.55 eBay EBAY 1.2 8 60.91 –4.02 7.89 4.09 4.56 .18 50.65 21.18 FirstMerchants FRME 2.2 17 47.31 +0.53 2.74 3.39 3.34 .26 9.44 5.91 GreenlightCapRe GLRE ... 65 9.10 +0.08 ... 1.20 1.60 ...
7.22 1.71 Conduent CNDT ... dd 6.84 –0.21 –.61 .55 .60 ... 64.14 16.01 Ebix EBIX 1.0 10 31.39 +2.34 3.16 5.21 ... .075 44.75 21.14 FirstMidBcshs FMBH 1.9 16 43.59 –0.21 2.70 2.61 3.62 .205 7.40 3.20 GreenSky GSKY ... 46 5.98 –0.31 .14 –.01 .51 ...
5.00 2.16 Conifer CNFR ... 56 3.30 –0.31 .06 –.49 ... ... 34.61 14.33 EchoGlobalLog ECHO ... 53 31.68 –1.20 .60 1.84 1.90 ... 24.28 10.31 FirstMidwestBncp FMBI 2.6 21 21.68 –0.28 .87 1.48 ... .14 21.14 14.81 Grifols GRFS 1.7 17 17.99 +0.01 ... 1.24 1.48 .0097
23.29 15.29 ConnectBiopharma CNTB ... ... 16.12 –1.15 ... –10.31 –15.18 ... 35.33 19.75 EchoStar SATS ... dd 23.84 –1.08 ... .45 .36 ... 18.74 9.30 FirstNWBncp FNWB 1.5 15 16.26 –0.49 1.10 ... ... .06 8.25 2.18 GrindrodShipping GRIN ... dd 7.87 +0.65 –2.05 –.42 .20 ...
28.24 10.81 ConnectOneBncp CNOB 1.3 15 27.13 +1.11 1.79 ... 2.50 .09 40.49 23.56 EdgewiseTherap EWTX ... ... 27.54 +0.46 ... –.75 –1.09 ... 112.50 37.92 FirstSolar FSLR ... 24 88.56 +8.42 3.73 4.11 3.32 ... 35.20 2.54 GritstoneOncology GRTS ... dd 9.21 +0.57 –2.79 –2.37 –2.77 ...
23.94 4.06 Conn's CONN ... dd 19.50 –1.16 –.11 1.64 1.98 ... 99.95 21.41 EditasMedicine EDIT ... dd 36.91 +2.24 –1.98 –3.29 –3.49 ... 50.38 26.72 1stSource SRCE 2.5 15 47.29 +0.17 3.17 ... 3.42 .30 48.87 31.81 GroceryOutlet GO ... 37 40.23 +1.28 1.08 1.02 1.16 ...
8.81 4.45 ConsldComm CNSL ... 14 6.88 +0.07 .47 .20 .11 ... 20.00 4.71 EducDev EDUC 2.3 13 17.26 –0.22 .68 .19 .21 .10 20.48 10.74 FirstUnited FUNC 3.4 9 17.60 +0.70 1.97 .66 –.07 .15 64.69 14.95 Groupon GRPN ... dd 45.52 –4.22 –10.07 .15 3.01 ...
16.69 10.01 ConsldWater CWCO 2.7 52 12.47 –0.30 .24 .46 .64 .085 129.80 7.59 EHang EH ... dd 27.74 –0.17 ... 2.59 8.52 ... 31.72 10.89 FirstWesternFin MYFW ... 8 24.55 –2.04 3.08 ... ... ... 60.53 25.88 GrAeroportuario OMAB ... 32 54.33 +1.02 ... 47.03 65.83 ...
50.90 17.00 ConstellPharm CNST ... dd 22.10 –0.19 –2.81 –3.36 –3.72 ... 137.49 47.84 eHealth EHTH ... 41 67.28 –2.87 1.68 2.79 ... ... 77.90 51.15 FirstCash FCFS 1.7 27 70.89 +1.54 2.56 3.18 3.72 .30 39.99 19.60 GuarantyBcshrs GNTY 1.9 15 39.64 +0.85 2.24 3.15 2.70 .20
36.58 12.84 ConstructionPtrs ROAD ... 37 30.86 +0.24 ... .91 1.08 ... 13.99 6.76 EigerBioPharma EIGR ... dd 8.43 +0.13 –2.31 –1.42 –1.46 ... 7.37 2.98 FirsthandTechVal SVVC ... dd 6.23 –0.05 –3.31 .50 .75 ... 26.99 13.35 GuarFedBcsh GFED 2.4 16 24.72 –0.77 1.57 ... 1.31 .15
5.12 2.30 ConsumerPtfo CPSS ... 5 4.36 +0.29 .90 .73 .48 ... 42.36 18.01 89bio ETNB ... dd 25.72 +0.95 –3.08 ... –4.22 ... 168.13 76.30 FirstService FSV .4 84 167.70 +2.88 2.02 ... 4.15 .1825 181.07 71.41 GuardantHealth GH ... dd 158.25 –0.25 –2.60 –3.52 –2.94 ...
32.85 11.71 ContextLogic WISH ... ... 13.54 +1.10 ... –.43 –.07 ... 21.96 10.46 ElPolloLoco LOCO ... 25 17.21 –0.09 .68 .77 .86 ... 126.52 92.15 Fiserv FISV ... 90 126.02 +0.93 1.40 ... ... ... 4.70 2.67 GulfIslandFab GIFI ... dd 4.17 –0.06 –1.79 –1.15 .80 ...
130.96 68.80 Copart CPRT ... 42 124.68 +1.20 2.93 3.19 3.60 ... 151.21 110.69 ElbitSystems ESLT 1.3 26 140.60 –2.39 5.38 6.69 7.51 .44 205.28 79.23 FiveBelow FIVE ... 89 195.64 –4.87 2.20 ... ... ... 6.42 3.62 Gulf Resources GURE ... dd 5.28 +0.10 –.87 9.00 9.85 ...
43.99 22.95 Core-Mark CORE 1.2 31 42.94 –0.75 1.39 2.07 2.42 .13 3.63 0.77 electroCore ECOR ... dd 1.80 +0.01 –.60 –.44 ... ... 201.75 89.00 Five9 FIVN ... dd 175.40 –2.03 –.66 .77 1.07 ...
18.80 3.47 CorMedix CRMD ... dd 8.28 +0.46 –.77 –.81 –.42 ...
55.50 30.20 CornerstoneOnDem CSOD ... dd 44.53 –1.28 –.63 2.04 2.54 ...
20.04
14.39
7.91
7.80
Flex
FlexionTherap
FLEX
FLXN
...
...
22
dd
18.27
8.16
–0.29
–1.25
.17
–2.53
1.44
–1.86
1.55
–.82
...
... H
51.37 14.09 CorsairGaming CRSR ... 30 33.49 +0.89 1.14 1.47 1.68 ... 41.91 7.81 Flexsteel FLXS 1.7 dd 35.89 –1.94 –3.37 3.27 3.28 .15
58.99 26.66 Cortexyme CRTX ... dd 38.26 –0.44 –2.63 –2.80 –3.28 ... 59.68 39.65
120.48 44.67 Corvel CRVL ... 50 118.19 +4.96 2.55 1.31 1.40 ... NOTICE TO READERS: 8.50
33.39
1.54
FlirSystems
Fluent
FLIR
FLNT
1.1
...
37
cc
59.55
3.64
+1.02
–0.11
1.60
.03
2.37
.18
2.55
...
.17
... 18.44
11.82
9.79
H&E Equipment
HBT Finl
HEES
HBT
2.8
3.5
dd
13
39.16
17.36
+0.28
–0.07
–.91
1.34
1.44
1.51
2.03
1.50
.275
.15
6.88 2.12 CorvusPharm CRVS ... dd 2.81 +0.10 –.20 –1.47 –1.27 ... 12.45 2.05 Fluidigm FLDM ... dd 4.69 +0.06 –.74 ... ... ... 20.75 13.06 HMN Fin HMNF ... 8 20.47 –0.03 2.22 .78 3.10 ...
952.76 575.64 CoStar CSGP ... cc 933.73 +28.80 5.93 10.99 14.31 ... Sign up for the Weekly Market Lab Newsletter: 25.22 9.19 FlushingFin FFIC 3.7 19 22.86 +0.88 1.18 2.10 2.23 .21 15.52 7.45 Hookipa HOOK ... dd 12.34 –0.20 ... –2.22 –2.46 ...
393.15 293.84 Costco COST .8 38 373.28 +2.56 9.02 10.06 10.94 .79
26.46 17.04 CountyBancorp ICBK 1.7 29 23.78 –0.23 .79 ... 1.86 .10 barrons.com/newsletters 56.56
28.27
19.24
9.85
FocusFinPtrs
FoghornTherap
FOCS
FHTX
...
...
81
...
46.17
11.67
+2.10
+0.17
.57
...
3.63
–2.49
4.05
–2.52
...
...
18.94
67.55
11.05
37.84
HackettGroup
HailiangEduc
HCKT
HLG
2.3
...
cc
25
17.14
51.90
+0.01
–1.05
.17
2.05
1.03
2.65
1.15
3.18
.10
...
377.04 159.00 CoupaSoftware COUP ... dd 268.13 –2.33 –2.63 ... ... ... 56.33 22.51 FormaTherap FMTX ... dd 26.55 +0.90 –3.22 –3.08 ... ... 46.02 25.36 HainCelestial HAIN ... cc 40.90 –1.82 –.77 1.37 1.61 ...
22.25 6.96 CovenantLogist CVLG ... dd 19.56 –1.16 ... ... 2.24 ... 52.39 21.86 FormFactor FORM ... 49 48.96 –0.41 .99 1.57 1.76 ... 6.64 2.28 HallmarkFin HALL ... dd 4.04 +0.03 –5.05 .10 .90 ...
40.78
43.17
7.80
8.98
Covetrus
Cowen
CVET
COWN
...
.8
dd
6
30.29
39.75
+1.08
+1.07
–.22
7.10
.90
7.66
1.06
6.39
...
.08
Please visit the new Market Lab home page 99.06
47.44
63.89
27.14
FormulaSys
ForresterResearch
FORTY
FORR
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...
30
83
92.55
44.14
+0.25
+0.86
3.07
.53
2.40
...
3.34
...
.4781
...
56.40
97.48
21.92
56.60
HalozymeTherap
HamiltonLane
HALO
HLNE
...
1.4
56
38
50.46
91.99
+4.05
–0.60
.91
2.15
1.55
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2.59
2.48
...
.3125
178.82
539.00
77.05
256.48
CrackerBarrel
CreditAcceptance
CBRL
CACC
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...
85
16
170.62
376.15
–0.97
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–1.36
23.47
3.77
28.64
8.29
28.02
1.30
...
on barrons.com under Data. 23.95
209.39
6.36
99.84
Forterra
Fortinet
FRTA
FTNT
...
...
25
69
23.45
201.76
+0.05
–4.25
.94
2.91
1.40
3.68
1.76
...
...
...
47.37
21.86
14.88
7.15
HancockWhitney
HanmiFinancial
HWC
HAFC
2.4
2.0
23
15
45.20
20.48
+1.79
+0.11
–.54
1.38
...
...
4.14
...
.27
.10
129.90
19.95
37.15
8.79
Cree
CrescentCapBDC
CREE
CCAP
...
8.9
dd
11
114.77
18.48
+2.69
–0.05
–1.78
1.98
...
...
...
...
...
.41
www.barrons.com/market-data/market-lab 93.53
28.60
40.75
2.69
ForwardAir
Fossil
FWRD
FOSL
1.0
...
cc
dd
88.17
12.63
–1.07
–0.59
.84
–1.88
3.12
...
3.85
...
.21
...
15.14
9.20
6.91
4.50
HarborOneBncp
Harmonic
HONE
HLIT
1.4
...
18
dd
14.79
7.76
+0.85
–0.74
.82
–.30
.97
.24
.91
.41
.05
...
6.48 2.60 Cresud CRESY ... dd 5.50 –0.19 –1.22 .01 ... ... 19.47 9.29 FosterLB FSTR ... 10 16.40 –0.91 .72 .85 1.10 ... 52.74 26.51 HarmonyBio HRMY ... dd 28.14 –0.01 ... .81 3.21 ...
April 26, 2021 BARRON’S M21

Nasdaq Issues
- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
25.24 10.55 HarpoonTherap HARP ... dd 20.53 +0.53 –1.99 –1.89 –1.98 ... 92.00 12.32 IntelliaTherap NTLA ... dd 78.29 +7.84 –2.40 –2.83 –3.20 ... 3.24 1.43 LeapTherap LPTX ... dd 1.68 +0.03 –.63 –.46 –.57 ... 31.27 10.18 Merus MRUS ... dd 23.50 +0.98 –2.92 ... ... ...
11.10 3.63 HarrowHealth HROW ... dd 8.26 +0.26 –.13 .20 .40 ... 15.45 4.57 Intellicheck IDN ... cc 8.45 +0.25 .03 ... ... ... 34.40 7.10 LeeEnterprises LEE ... 25 31.97 +3.47 –.50 .93 .39 ... 17.40 2.77 MesaAir MESA ... 13 11.26 –0.84 .78 .69 1.20 ...
7.14 2.06 HarvardBioSci HBIO ... dd 6.66 –0.31 –.20 .20 .20 ... 77.84 36.46 InterParfums IPAR 1.3 63 76.06 +4.20 1.21 ... ... .25 19.51 9.10 LegacyHousing LEGH ... 12 18.13 –0.58 1.57 1.65 1.83 ... 307.97 207.55 MesaLab MLAB .2 dd 261.67 +8.61 .31 3.78 4.01 .16
101.24 60.20 Hasbro HAS 2.8 60 97.15 –0.85 1.62 4.38 5.16 .68 80.57 36.25 InteractiveBrkrs IBKR .5 25 73.30 –3.25 ... 3.18 3.07 .10 43.24 23.41 LegendBiotech LEGN ... dd 29.07 +3.07 –2.56 ... ... ... 21.28 8.00 Mesoblast MESO ... dd 8.28 –0.66 –.74 ... ... ...
29.86 10.31 HawaiianHoldings HA ... dd 25.07 +0.05 –11.08 –5.91 1.22 ... 95.98 18.15 InterceptPharm ICPT ... dd 21.17 +0.89 –8.34 –5.20 –4.95 ... 54.96 23.40 LeMaitreVascular LMAT .8 52 53.55 +3.06 1.04 1.20 1.37 .11 48.89 13.09 MetaFinancial CASH .4 14 45.85 –0.52 2.94 ... ... .05
39.73 16.07 Hawkins HWKN 1.5 20 33.69 –0.24 1.33 ... 2.02 .1225 74.20 47.43 InterDigital IDCC 1.9 50 72.53 –0.91 1.44 .75 2.10 .35 372.64 193.27 LendingTree TREE ... dd 227.04 –5.24 –3.71 –.57 2.54 ... 16.19 3.72 Metacrine MTCR ... ... 4.14 –0.31 ... –2.23 –2.15 ...
26.06 14.76 HawthornBcsh HWBK 2.4 10 21.37 +0.34 2.20 .51 .86 .13 14.35 5.88 Interface TILE .3 dd 12.58 –0.20 –1.23 .81 1.08 .01 32.84 19.15 Leslie's LESL ... 98 27.31 +0.94 ... .60 .65 ... 49.27 12.65 Methanex MEOH .4 dd 36.47 –1.95 –2.06 ... ... .0375
33.78 15.29 HaynesIntl HAYN 3.1 dd 28.50 –1.02 –.53 ... .79 .22 53.06 24.00 IntlBcshs IBOC 2.3 18 48.11 +0.86 2.62 1.51 1.57 .55 28.77 14.15 LevelOneBncp LEVL .9 10 26.40 +0.64 2.57 2.94 2.52 .06 17.55 8.31 MetroCityBkshs MCBS 2.6 11 15.46 +0.54 1.41 ... ... .10
38.96 14.42 Headhunter HHR ... 79 36.54 –1.55 .48 73.28 101.67 ... 26.98 10.38 IntersectENT XENT ... dd 21.17 +1.19 –2.22 ... ... ... 9.65 1.03 LexiconPharm LXRX ... dd 4.97 –0.08 –.53 –.61 –.45 ... 166.67 78.80 MicrochipTech MCHP 1.0 cc 156.38 –1.91 2.23 6.48 7.46 .39
56.28 24.56 HealthCatalyst HCAT ... dd 55.09 +4.09 –2.91 –.58 ... ... 8.46 4.79 Intevac IVAC ... cc 6.85 –0.14 .04 –.73 .32 ... 15.42 6.04 LexinFintech LX ... 24 9.28 +0.53 ... 12.15 15.11 ... 96.96 42.25 MicronTech MU ... 31 86.03 –4.63 2.37 ... 10.99 ...
35.80 20.05 HealthcareSvcs HCSG 2.6 23 31.96 +2.97 1.32 1.18 1.25 .2075 40.01 16.14 Intra-Cellular ITCI ... dd 31.06 –0.16 –3.23 –3.17 –1.79 ... 47.70 14.31 LiAuto LI ... dd 20.60 +1.32 ... –.30 1.25 ... 261.78 169.39 Microsoft MSFT .9 39 261.15 +0.41 5.76 ... 8.13 .56
93.32 45.82 HealthEquity HQY ... cc 73.53 +2.54 .12 1.41 1.70 ... 28.16 9.95 Intricon IIN ... dd 25.21 –0.18 –.28 ... .69 ... 162.26 116.60 LibertyBroadbandA LBRDA .0 71 154.86 +4.49 ... 3.68 3.62 .4375 1315.00 109.64 MicroStrategy MSTR ... dd 613.04 –80.58 –.78 3.13 5.18 ...
26.01 17.95 HealthStream HSTM ... 51 22.38 –0.12 .44 .04 .39 ... 423.74 256.58 Intuit INTU .6 63 414.92 –0.90 6.92 8.38 9.78 .59 165.23 116.78 LibertyBroadbandC LBRDK ... 74 159.63 +4.26 ... 3.44 3.19 ... 24.18 0.23 MicroVision MVIS ... dd 17.97 +6.94 –.10 –.09 –.02 ...
22.75 17.85 HeartlandExp HTLD .4 21 18.87 –0.88 .87 1.01 1.10 .02 893.79 492.00 IntuitiveSurgical ISRG ... 90 875.53 +62.96 8.82 13.29 15.78 ... 27.04 18.09 LibertyGlobal A LBTYA ... dd 25.08 –1.39 ... .97 1.45 ... 29.87 16.17 MidPennBancorp MPB 3.0 8 25.51 +0.31 3.11 3.28 2.61 .19
54.04 25.30 HeartlandFinUSA HTLF 1.7 14 50.71 +0.37 3.57 4.26 ... .22 19.06 9.01 Inventiva IVA ... dd 13.00 –0.34 –1.13 –1.68 –2.16 ... 58.31 19.51 LibertyGlobal B LBTYB ... dd 25.55 –0.94 ... .97 1.45 ... 185.54 49.11 Middleby MIDD ... 48 182.06 +12.68 3.76 7.10 8.24 ...
39.57 18.08 Heidrick&Strug HSII 1.6 dd 38.42 +0.91 –1.95 2.22 2.48 .15 23.45 10.35 Investar ISTR 1.3 17 21.45 +0.30 1.27 2.06 2.35 .07 26.79 17.20 LibertyGlobal C LBTYK ... dd 25.07 –1.28 ... .97 1.45 ... 85.92 58.11 MiddlesexWater MSEX 1.3 39 84.37 +1.44 2.18 2.26 2.41 .2725
265.97 137.74 HelenofTroy HELE ... 25 226.39 –3.41 6.02 11.64 11.85 ... 6.30 2.76 InvestcpCredit ICMB 10.5 dd 5.71 +0.01 –1.79 ... .81 .18 14.64 7.55 LibertyLatAmA LILA ... dd 13.90 +0.05 ... –.15 .77 ... 30.32 12.48 MidlandStBncp MSBI 3.9 30 28.38 –0.15 .95 ... 2.97 .28
76.00 29.71 HeliosTechnologies HLIO .5 cc 72.22 +1.68 .44 ... 3.48 .09 15.49 6.74 InvestorsBancorp ISBC 3.6 16 15.43 +0.43 .94 1.20 1.36 .14 14.93 7.47 LibertyLatAmC LILAK ... dd 14.04 +0.04 ... –.10 .74 ... 33.68 15.25 MidWestOneFin MOFG 2.9 74 30.53 –0.08 .41 3.00 2.78 .225
14.44 7.64 HemisphereMedia HMTV ... dd 12.80 –0.08 ... .34 .41 ... 194.26 105.00 InvestorsTitle ITIC 1.1 8 166.10 –3.45 20.80 1.36 2.11 .44 42.87 25.32 LibertyFormOne A FWONA ... dd 42.16 +2.24 ... –.42 .07 ... 11.40 2.17 MilestonePharm MIST ... dd 5.84 +0.54 –1.70 –1.49 –1.31 ...
74.89 49.83 HenrySchein HSIC ... 26 74.22 +3.05 2.82 3.73 4.04 ... 64.37 39.17 IonisPharma IONS ... dd 42.69 +1.91 –3.23 –1.57 –1.22 ... 48.49 26.73 LibertyFormOne C FWONK ... dd 47.24 +2.25 ... –.43 .11 ... 44.90 19.09 MillerHerman MLHR 1.8 dd 42.03 –2.27 –.15 3.16 2.98 .1875
12.50 6.13 HeritageCommerce HTBK 4.2 21 12.26 +0.02 .59 ... .70 .13 54.21 24.67 IovanceBiotherap IOVA ... dd 31.28 +1.14 –1.88 –2.07 ... ... 34.99 17.19 LibertyBraves A BATRA ... dd 28.94 +0.04 ... –1.26 –.44 ... 41.18 20.15 MillicomIntl TIGO ... dd 37.01 –1.86 –3.40 1.78 3.19 ...
30.00 12.60 HeritageCrystal HCCI ... 56 28.53 –0.55 .51 1.06 1.15 ... 28.97 14.09 iQIYI IQ ... dd 15.60 +0.38 ... –7.11 –3.44 ... 31.76 16.80 LibertyBraves C BATRK ... dd 28.42 +0.17 ... –1.22 –.44 ... 59.48 36.15 Mimecast MIME ... cc 42.79 +0.74 –.04 .64 1.20 ...
30.86 14.65 HeritageFin HFWA 2.8 17 28.39 +0.11 1.29 1.68 1.42 .20 286.19 77.43 iRhythmTechs IRTC ... dd 79.73 –11.21 –1.58 ... ... ... 47.20 29.19 LibertySirius A LSXMA ... 56 46.48 +1.09 ... 1.39 2.19 ... 3.33 1.66 Mind CTI MNDO 9.2 11 2.83 ... .27 .21 .42 .26
78.32 13.00 HibbettSports HIBB ... 17 73.57 +1.49 4.36 5.28 5.74 ... 8.28 1.46 Iridex IRIX ... dd 7.71 ... –.46 ... ... ... 47.32 28.40 LibertySirius C LSXMK ... 57 46.61 +1.11 ... 1.11 1.98 ... 15.22 1.81 MinervaNeurosci NERV ... 44 2.53 –0.01 .05 –.22 –.74 ...
21.82 4.20 HighPeakEner HPK ... ... 8.00 +0.31 ... ... ... ... 54.65 19.18 IridiumComm IRDM ... dd 37.67 –3.15 –.42 –.15 ... ... 110.00 21.00 LibertyTripAdvB LTRPB ... dd 36.33 –2.12 –5.17 ... ... ... 249.42 80.36 MiratiTherap MRTX ... dd 155.66 –2.53 –7.96 ... ... ...
8.90 0.52 HighPeakEnerWt HPKEW ... ... 2.10 –0.26 ... ... ... ... 197.40 52.65 iRobot IRBT ... 22 113.40 –0.55 5.14 3.24 5.19 ... 7.74 1.36 LibertyTripAdvA LTRPA ... dd 5.18 –0.57 –5.17 –.32 .19 ... 27.43 14.32 MirumPharm MIRM ... dd 18.82 +0.38 –4.09 –3.56 –2.37 ...
17.88 2.81 HimaxTechs HIMX ... 51 13.82 +1.42 .28 1.26 1.28 ... 12.55 8.63 IronwoodPharm IRWD ... 17 11.10 +0.49 .66 .90 1.02 ... 16.50 3.75 LifetimeBrands LCUT 1.1 dd 14.94 +0.25 –.14 1.08 1.35 .0425 20.71 9.06 Misonix MSON ... dd 19.28 –0.36 –1.19 –.91 ... ...
300.25 137.20 HinghamSvg HIFS .7 10 298.15 +0.75 23.25 4.58 4.41 .49 47.61 17.50 iTeosTherap ITOS ... dd 23.84 +1.55 ... –2.26 –2.71 ... 8.89 2.23 LifewayFoods LWAY ... 24 5.00 –0.34 .21 ... –.13 ... 22.19 11.75 MissionProduce AVO ... 47 19.92 +0.01 .45 .96 1.03 ...
16.31 9.83 HollysysAuto HOLI 1.5 12 13.11 +0.28 1.31 1.67 2.05 .20 122.31 50.87 Itron ITRI ... dd 92.44 +4.22 –1.44 2.39 3.30 ... 219.75 78.26 LigandPharm LGND ... dd 146.22 –4.01 –.18 6.17 4.73 ... 189.26 45.01 Moderna MRNA ... dd 173.63 +2.82 –1.96 23.08 ... ...
85.00 45.81 Hologic HOLX ... 14 73.36 –3.30 4.21 ... ... ... 23.86 12.52 IturanLocation ITRN 2.1 29 22.70 +0.87 .77 1.67 1.96 .48 8.19 2.76 LimelightNetworks LLNW ... dd 3.55 +0.01 –.16 ... ... ... 184.71 53.70 ModivCare MODV ... 60 142.84 +0.61 2.37 6.09 6.46 ...
39.24 18.77 HomeBancorp HBCP 2.4 13 37.30 –0.28 2.85 3.44 3.28 .22 31.45 3.51 LiminalBioSci LMNL ... dd 4.00 –0.15 –3.60 –1.02 –1.74 ... 24.49 12.52 Momo MOMO .0 11 15.17 +0.33 ... 9.23 11.22 .62
.14
29.21
13.15
11.36
9.05
HomeBancShares
HomePtCap
HOMB
HMPT
2.0
...
15
...
28.05
9.68
+1.08
–0.44
1.30
4.42
1.83
3.03
1.71
3.77 ... J 19.37
8.99
10.91
2.26
Limoneira
LincolnEduc
LMNR
LINC
1.7
...
dd
4
17.43
6.45
–0.14
+0.04
–.96
1.49
...
.47
...
.55
.075
...
70.89
60.23
25.74
48.77
MonarchCasino
Mondelez
MCRI
MDLZ
...
2.1
54
24
66.86
59.51
–0.60
+0.74
1.25
2.47
2.60
2.86
3.82
3.08
...
.315
52.46 19.46 HomeStreet HMST 2.3 12 42.85 –0.46 3.47 ... ... .25 129.04 68.12 LincolnElectric LECO ... 37 126.48 +2.72 3.42 5.04 ... ... 11.70 1.40 MoneyGram MGI ... dd 7.19 +0.19 ... .09 .20 ...
26.77 12.07 HomeTrustBcshs HTBI 1.2 22 26.14 +0.23 1.30 1.57 1.19 .08 14.40 3.50 JakksPacific JAKK ... dd 7.04 +0.63 –4.27 –1.08 –.34 ... 22.13 4.67 LiquiditySvcs LQDT ... cc 18.32 +0.55 –.11 .34 .55 ... 428.97 153.61 MongoDB MDB ... dd 306.18 –9.67 –4.53 –1.39 –.91 ...
17.34 6.21 HomologyMed FIXX ... dd 6.78 –0.03 –2.80 –2.67 –2.53 ... 169.58 109.65 J&JSnackFoods JJSF 1.4 cc 166.38 +7.44 .96 ... 4.15 .575 287.92 131.81 Littelfuse LFUS .7 52 275.94 +1.58 5.29 ... 9.32 .48 406.75 178.81 MonolithicPower MPWR .6 cc 380.79 +2.17 3.50 5.83 ... .60
39.98 12.47 HookerFurniture HOFT 2.1 dd 34.92 –0.05 –.88 2.80 3.26 .18 108.29 40.59 JD.com JD ... 17 76.75 –0.29 ... ... ... ... 85.17 41.07 LivaNova LIVN ... dd 82.92 +1.58 –7.10 1.61 2.29 ... 71.69 39.39 Monro MNRO 1.3 cc 68.93 –1.16 1.71 ... ... .22
16.61 7.03 HopeBancorp HOPE 3.6 17 15.60 +0.18 .90 1.35 1.46 .14 13.70 9.75 Joann JOAN ... ... 12.83 +1.45 ... 2.50 2.81 ... 72.64 10.90 LiveOakBcshs LOB .2 27 66.19 –5.41 ... 2.50 2.66 .03 99.24 58.73 MonsterBev MNST ... 37 98.68 +0.51 2.64 ... 3.04 ...
20.17 7.93 HorizonBancorp HBNC 2.8 12 18.69 –0.12 1.55 ... 1.47 .13 148.88 50.71 Joyy YY 1.3 6 99.10 +1.63 ... 1.50 11.75 .51 72.23 21.68 LivePerson LPSN ... dd 55.66 –2.96 –1.63 –.32 .03 ... 255.75 135.17 Morningstar MORN .5 48 245.98 +8.74 5.18 3.18 3.54 .315
17.56 8.71 HorizonTechFin HRZN 7.6 43 15.81 –1.60 ... 1.24 1.32 .10 135.24 53.25 j2Global JCOM ... 39 125.03 –2.94 3.18 ... 10.02 ... 11.00 5.60 LixiangEduc LXEH ... 16 8.64 –0.26 .68 ... ... ... 93.00 12.25 Morphic MORF ... dd 55.14 +0.06 –1.47 –2.04 –2.48 ...
96.54 33.05 HorizonTherap HZNP ... 58 94.63 +1.36 1.81 3.83 5.05 ... 200.98 141.65 JackHenry JKHY 1.1 44 169.59 +10.75 3.86 ... 4.47 .46 16.75 1.95 Lizhi LIZI ... dd 6.63 –0.19 ... ... .31 ... 35.73 21.27 MorphoSys MOR ... 46 22.87 +0.22 .86 –1.54 –.48 ...
18.45 9.06 HostHotels HST ... dd 17.29 –0.19 –1.04 –1.07 .04 ... 121.81 53.75 JackintheBox JACK 1.4 20 116.27 –1.68 3.86 6.46 6.63 .40 10.00 5.00 LogicBioTherap LOGC ... dd 5.77 –0.11 –1.29 –1.16 –1.31 ... 26.42 11.49 MotorcarParts MPAA ... 35 21.92 –0.84 –.39 1.75 2.16 ...
8.89 1.03 HoughtonMifflin HMHC ... dd 8.80 +0.78 –3.82 –.67 –.52 ... 57.41 28.03 JamesRiver JRVR 2.6 cc 46.36 –4.46 .16 2.57 2.96 .30 120.24 46.50 LogitechIntl LOGI .7 21 117.00 +3.55 2.70 5.75 4.23 .8729 5.22 2.42 MustangBio MBIO ... dd 3.15 +0.10 ... –.79 –.76 ...
5.68 2.06 HoustonWire HWCC ... dd 5.31 +0.06 –.76 .45 .55 ... 51.00 28.82 JamfHolding JAMF ... dd 37.50 +1.32 –.21 .23 .30 ... 18.95 9.81 LongboardPharm LBPH ... ... 10.11 –1.52 –5.22 –2.09 –2.70 ... 33.97 10.54 MyriadGenetics MYGN ... dd 30.10 +2.79 –2.69 –.15 .33 ...
64.53 28.73 Huazhu HTHT ... dd 59.00 +1.69 –1.09 5.76 10.92 ... 178.64 101.81 JazzPharma JAZZ ... 40 166.73 –2.17 4.22 15.70 18.20 ... 13.96 5.70 LoopIndustries LOOP ... dd 8.31 +0.09 –.38 –.45 –.55 ...
70.29 37.00 HubGroup HUBG ... 30 65.98 –3.10 ... 3.14 3.94 ... 21.96 7.34 JetBlue JBLU ... dd 20.28 –0.02 –4.88 –2.61 1.04 ... 50.85 15.00 LoralSpace LORL .0 13 38.46 +1.13 ... 7.96 7.76 1.50
19.00 8.38 HudsonGlobal HSON ... dd 17.38 –0.25 –.43 .90 1.02 ... 95.20 41.89 JFrog FROG ... dd 52.57 +1.36 –.20 .06 .11 ... 31.80 8.79 LordstownMotors RIDE ... dd 9.94 –0.08 –1.04 –1.65 –1.09 ... N
13.85 5.75 HuizeHolding HUIZ ... dd 7.04 –0.37 ... 1.30 1.17 ... 30.00 1.88 Jiayin JFIN ... 8 5.74 –0.25 ... ... 5.46 ... 74.27 10.17 Lovesac LOVE ... 80 70.47 +0.47 .96 .41 1.09 ...
178.40 95.30 JBHunt JBHT .7 33 169.20 –2.96 4.74 6.56 7.60 .30 154.18 58.40 JohnsonOutdoors JOUT .6 22 148.40 –4.21 5.47 7.37 7.72 .21 37.99 6.66 LuciraHealth LHDX ... ... 6.93 –0.91 ... –1.04 .14 ... 37.41 17.31 Napco Security NSSC ... 89 34.68 +1.47 .46 .73 1.27 ...
16.91 6.99 HuntingtonBcshs HBAN 4.0 21 14.90 –1.28 .69 1.34 1.33 .15 14.84 4.30 JounceTherap JNCE ... dd 9.15 +0.06 –1.24 –1.55 –2.09 ... 399.90 212.10 lululemon LULU ... 76 340.98 +16.88 ... 6.46 8.01 ... 42.79 26.10 NBT Bancorp NBTB 2.7 17 39.40 +0.30 2.37 ... ... .27
38.83 24.06 Hurco HURC 1.7 dd 33.92 –1.28 –.93 .84 1.17 .14 112.08 66.33 Lumentum LITE ... 39 94.08 +0.89 1.75 6.42 ... ... 32.12 14.93 NGM Biopharm NGM ... dd 27.05 +0.90 –1.50 –1.78 –2.15 ...
61.99
37.00
37.35
19.77
HuronConsulting
HutchisonChina
HURN
HCM
...
...
dd
...
54.63
29.92
–1.14
+0.67
–1.09
–.90
2.44
–1.48
2.84
–1.16
...
... K 47.80
41.69
9.95
20.61
LuminarTech
Luminex
LAZR
LMNX
...
1.1
dd
cc
22.18
36.71
+4.51
...
...
.32
–.30
.92
...
1.13
...
.10
288.73
26.13
160.73
11.13
NICE
NMI Holdings
NICE
NMIH
...
...
80
11
239.00
23.98
+1.36
+0.85
3.15
2.13
6.27
...
7.06
...
...
...
95.48 41.59 Hydrofarm HYFM ... ... 61.63 +1.54 –.46 .47 .71 ... 36.72 8.76 LumosPharma LUMO ... dd 13.44 +1.37 –.93 –3.71 –4.38 ... 8.58 2.30 NN NNBR ... dd 7.71 –0.21 –2.68 .26 .45 ...
11.25 6.31 Hywin HYW ... ... 7.10 +0.04 ... ... ... ... 359.69 147.54 KLA KLAC 1.1 38 332.07 –0.93 7.70 ... ... .90 12.38 7.58 LutherBurbank LBC 2.1 15 11.17 –0.30 .75 1.29 1.50 .0575 216.43 87.84 NXP Semi NXPI 1.1 cc 201.56 +2.18 .19 9.37 10.49 .5625
18.97 3.73 KLX Energy KLXE ... dd 9.06 +0.36 –50.86 –6.75 –5.78 ... 68.28 21.34 Lyft LYFT ... dd 63.70 +0.30 ... –1.47 –.04 ... 12.00 1.40 NabrivaTherap NBRV ... dd 1.56 +0.06 –5.41 –1.95 –1.23 ...
15.29 7.38 KVH Inds KVHI ... dd 13.53 –0.24 –1.24 –.56 –.25 ...
I 5.73 3.15 Kadmon KDMN ... dd 3.92 ... –.67 –.72 –.41 ...
22.00 8.76 LyraTherap LYRA ... dd 10.51 +0.04 –2.59 –2.24 –2.12 ... 94.81
21.55
20.26
12.85
NanoXImaging
Nanobiotix
NNOX
NBTX
...
...
dd
dd
33.85
16.38
+0.17
...
–1.23
–1.57
–.91
...
–.71
...
...
...
129.81 50.49 KaiserAlum KALU 2.5 63 113.23 –1.87 1.81 ... ... .72
266.00 100.22 IAC/InterActive IAC ... ... 250.32 +1.93 ... –1.29 .12 ... 14.68 6.00 KalaPharm KALA ... dd 8.07 +0.60 –1.99 –1.73 –.75 ... M 86.42
6.60
27.46
1.90
NanoStringTech
NantHealth
NSTG
NH
...
...
dd
dd
76.11
2.70
+3.10
+0.12
–2.82
–.51
–2.17
–.33
–2.00
–.26
...
...
25.50 9.27 IBEX IBEX ... ... 24.75 –0.20 ... 1.05 1.38 ... 20.50 5.04 KaleidoBiosci KLDO ... dd 6.68 +0.18 –2.44 –2.39 –2.18 ... 163.27 102.97 Nasdaq NDAQ 1.3 26 162.47 +2.30 5.59 6.83 7.12 .54
93.77 51.48 ICF Intl ICFI .6 32 93.42 +1.70 2.87 ... ... .14 45.00 9.03 KalVistaPharm KALV ... dd 24.47 +0.02 –1.64 –2.68 –2.79 ... 69.29 25.36 Macom Tech MTSI ... dd 61.01 +0.51 –.69 1.64 2.17 ... 127.19 34.53 Natera NTRA ... dd 111.79 +4.84 –2.84 –4.23 –3.52 ...
236.51 170.57 ICU Medical ICUI ... 53 211.85 +0.15 4.02 ... ... ... 13.33 5.78 Kamada KMDA ... 16 6.05 –0.12 .39 .14 .10 ... 4.14 1.06 MDC Partners MDCA ... dd 4.03 +0.27 ... .77 .91 ... 73.27 49.38 Nathan's NATH 2.1 22 66.30 +1.13 3.19 1.23 1.42 .35
24.92 4.93 IDEAYA Bio IDYA ... dd 19.93 +1.32 –1.40 –1.16 –1.75 ... 17.45 2.90 KandiTech KNDI ... dd 5.90 +0.28 –.19 –.18 –.19 ... 76.08 56.25 MGE Energy MGEE 2.0 29 75.56 +1.54 2.60 2.86 3.17 .37 98.22 24.42 NationalBeverage FIZZ .0 29 52.39 +0.51 1.39 ... 1.89 3.00
573.99 263.95 IdexxLab IDXX ... 83 559.10 +24.10 6.71 ... 8.71 ... 20.00 17.10 KaratPkg KRT ... ... 18.35 +0.23 1.13 ... ... ... 71.95 32.78 MGP Ingredients MGPI .8 26 61.52 –2.29 2.37 2.69 3.06 .12 6.11 1.81 NatlCineMedia NCMI 4.3 dd 4.64 +0.29 –.84 –.31 .25 .05
17.98 6.91 IEC Elec IEC ... 19 12.15 +0.19 .63 .73 .89 ... 146.97 69.58 KarunaTherap KRTX ... dd 107.57 –5.03 –2.59 –5.34 –5.60 ... 3.29 0.72 MINDTechnology MIND ... dd 2.35 +0.09 –1.80 ... –.06 ... 47.40 30.42 NatlInstruments NATI 2.4 42 45.83 +1.13 1.09 .76 1.18 .27
55.30 17.21 IES Holdings IESC ... 23 49.80 –0.64 1.94 –1.52 –.65 ... 25.68 8.96 KaryopharmTherap KPTI ... dd 9.39 –0.32 –2.72 –2.30 –1.32 ... 199.44 89.52 MKS Instrum MKSI .4 29 185.30 –1.52 6.33 ... ... .20 60.62 42.41 NatlResearch NRC 1.0 33 48.51 +1.21 1.45 1.16 1.21 .12
133.00 41.41 IGM Biosci IGMS ... dd 60.40 +0.71 ... ... ... ... 13.34 6.91 KearnyFinancial KRNY 2.8 21 12.69 +0.31 .55 .68 .73 .09 76.23 22.80 MYR Group MYRG ... 20 70.95 +0.25 3.48 3.61 ... ...
100.44 29.25 II-VI IIVI ... 47 77.87 –3.55 –.79 3.71 4.26 ... 24.10 11.01 KellyServices A KELYA ... dd 23.72 –0.10 ... 1.63 2.07 ... 10.66 6.15 Macatawa MCBC 3.2 11 9.96 +0.03 .88 .95 .79 .08 16.10 9.66 NatlSecurity NSEC 2.3 dd 10.35 –1.09 –3.41 ... ... .06
65.94 13.60 I-Mab IMAB ... ... 63.71 +6.71 ... –.78 –.40 ... 90.36 11.88 KellyServices B KELYB ... dd 24.05 –2.27 ... 1.63 2.07 ... 35.16 6.51 Macrogenics MGNX ... dd 34.80 +2.97 –2.47 –1.73 –2.23 ... 52.61 19.07 NationalVision EYE ... cc 50.31 +2.73 .44 .89 1.05 ...
80.35 35.60 IndusRealty INDT .0 dd 60.54 –0.43 –2.42 ... ... 1.99 8.16 5.65 KY FirstFedBncp KFFB 5.6 dd 7.17 –0.03 –1.52 .18 .21 .10 137.28 79.01 MadrigalPharm MDGL ... dd 129.40 +4.63 –13.09 –16.10 –14.83 ... 258.14 162.21 NatlWesternLife NWLI .2 9 232.00 –8.69 26.11 ... ... .36
262.55 115.88 IPG Photonics IPGP ... 77 227.99 +4.09 2.97 5.27 6.55 ... 88.80 25.60 KerosTherap KROS ... dd 61.56 +4.89 –2.93 ... ... ... 5.92 2.46 MagalSec MAGS 25.3 cc 4.27 +0.16 .02 .52 .75 1.079 18.50 5.82 NaturalAlt NAII ... 27 15.28 –2.92 –.25 .18 ... ...
15.00 5.06 IRSA Prop IRCP ... dd 8.60 –0.58 9.09 .83 1.18 ... 36.45 25.55 KeurigDrPepper KDP 1.7 39 36.18 +0.17 .93 1.60 1.74 .15 95.43 52.73 MagellanHealth MGLN ... 6 94.43 +0.37 14.98 ... ... ... 28.83 16.38 NatusMedical NTUS ... dd 26.50 –1.72 –.49 1.18 1.48 ...
35.99 19.82 i3Verticals IIIV ... dd 33.46 –0.30 –.03 1.01 1.24 ... 13.45 8.08 KewauneeSci KEQU ... dd 12.19 +0.09 –1.70 1.53 2.16 ... 14.20 6.03 MagentaTherap MGTA ... dd 10.90 –0.10 –1.71 –1.62 –1.73 ... 15.27 6.15 Navient NAVI 4.2 7 15.08 +0.20 2.12 ... 3.20 .16
7.98 3.51 IVERICbio ISEE ... dd 6.31 +0.36 –1.14 –.92 –.82 ... 10.48 3.36 KeyTronic KTCC ... 15 7.78 +0.01 .44 .80 1.20 ... 18.35 8.69 MagicSoftware MGIC 2.6 33 16.18 +0.17 .49 .86 .95 .21 103.95 57.38 nCino NCNO ... dd 70.29 +0.74 ... ... ... ...
69.10 46.05 IcahnEnterprises IEP 13.8 dd 57.92 +0.87 –7.33 –.16 –2.55 2.00 9.79 4.23 KezarLifeSci KZR ... dd 5.69 –0.05 –.95 –.99 –1.22 ... 64.39 4.60 Magnite MGNI ... dd 38.31 +0.67 –.55 ... ... ... 26.75 15.40 NektarTherap NKTR ... dd 19.68 +0.68 –2.49 ... ... ...
63.42 19.52 Ichor ICHR ... 42 59.29 +0.47 1.42 ... ... ... 57.05 25.73 Kforce KFRC 1.6 22 56.08 –0.31 2.62 2.85 3.15 .23 15.05 7.50 MagyarBancorp MGYR ... 19 13.35 –0.15 .38 .19 .24 ... 43.64 18.67 NeoGames NGMS ... ... 40.92 +3.88 .29 .40 .97 ...
19.10 4.28 iClickInteract ICLK ... dd 13.53 +1.60 ... .14 .37 ... 29.99 11.00 KimballElec KE ... 15 22.38 –0.68 .71 2.13 1.56 ... 39.02 12.12 MakeMyTrip MMYT ... dd 26.25 –0.10 ... –.63 –.58 ... 97.54 59.70 Neogen NEOG ... 84 96.61 +1.81 1.13 1.17 1.34 ...
223.62 145.11 Icon ICLR ... 35 217.82 +13.35 6.20 8.40 9.25 ... 14.68 9.25 KimballIntl B KBAL 2.5 23 14.19 +0.19 ... .48 .79 .09 93.00 27.65 MalibuBoats MBUU ... 25 86.08 +1.84 2.95 5.71 6.62 ... 18.13 9.63 NeoleukinTherap NLTX ... dd 12.35 +0.39 –.64 ... ... ...
4.20 0.57 IconixBrand ICON ... dd 1.94 –0.03 –.60 –.98 ... ... 74.67 17.01 KingsoftCloud KC ... dd 48.32 +4.00 –.89 ... ... ... 19.38 10.50 MalvernBancorp MLVF ... 18 18.25 ... .47 1.00 1.21 ... 6.62 2.87 Net1UEPS UEPS ... dd 5.54 –0.38 –1.37 –.94 .08 ...
20.31 5.61 iHeartMedia IHRT ... dd 19.64 +0.39 ... ... ... ... 28.67 14.51 KiniksaPharm KNSA ... dd 16.43 +0.80 ... –2.47 –2.03 ... 7.27 0.70 MammothEnergy TUSK ... dd 4.17 –0.57 –2.36 ... .15 ... 78.77 39.81 NetApp NTAP 2.5 29 76.94 –0.77 3.52 4.01 4.49 .48
37.61 14.16 IkenaOncology IKNA ... ... 20.94 +2.95 ... –1.33 –1.42 ... 48.75 24.14 KinnateBio KNTE ... ... 26.58 –3.06 ... –1.70 –2.41 ... 146.50 55.89 ManhattanAssoc MANH ... 92 124.24 +0.51 1.36 1.53 1.74 ... 134.33 64.88 NetEase NTES .7 45 112.62 +5.82 2.64 ... 31.69 .06
555.77 260.42 Illumina ILMN ... 93 414.97 +15.97 4.45 5.56 ... ... 252.70 102.11 KinsaleCapital KNSL .3 45 174.96 +6.49 3.87 3.84 4.66 .11 20.87 9.67 Mannatech MTEX 3.2 7 20.17 +1.04 2.77 13.50 15.50 .16 593.29 393.60 Netflix NFLX ... 61 505.55 –40.99 6.08 10.41 12.99 ...
62.71 6.61 Imara IMRA ... dd 7.69 +0.77 –3.53 –3.63 –3.37 ... 33.32 0.75 Kirkland's KIRK ... 30 29.43 +1.22 1.12 1.75 2.27 ... 6.25 1.14 MannKind MNKD ... dd 4.68 +0.50 –.26 –.15 –.11 ... 46.38 21.41 Netgear NTGR ... 14 37.56 –1.71 1.90 3.27 3.40 ...
16.64 5.67 Immersion IMMR ... 40 8.71 –0.22 .19 .71 .83 ... 25.94 19.51 KnowBe4 KNBE ... dd 23.06 +7.06 ... ... ... ... 101.35 61.91 ManTechIntl MANT 1.8 29 84.70 –2.60 2.97 3.54 3.77 .38 31.91 19.76 NetScout NTCT ... cc 27.87 –1.00 –.04 1.65 1.73 ...
28.21 7.50 Immunic IMUX ... dd 14.60 +0.39 –2.81 –2.95 –3.57 ... 171.21 42.97 KodiakSciences KOD ... dd 120.43 +5.54 –2.91 –4.56 –5.98 ... 40.24 23.62 MaravaiLifeSci MRVI ... ... 36.80 +0.12 ... .90 .90 ... 136.26 86.02 Neurocrine NBIX ... 23 96.73 +0.15 4.16 3.25 4.60 ...
45.42 3.43 ImmunityBio IBRX ... dd 18.74 +1.36 –1.22 –.84 –.97 ... 125.00 28.06 KornitDigital KRNT ... dd 102.93 –1.86 –.11 .84 1.38 ... 3.67 1.23 Marchex MCHX ... dd 3.06 +0.16 –.83 –.30 –.11 ... 22.43 1.70 Neuronetics STIM ... dd 11.50 ... –1.46 –.91 –.57 ...
61.99 30.92 Immunocore IMCR ... ... 37.56 –0.69 ... –2.70 –2.71 ... 41.64 28.12 KraftHeinz KHC 4.0 cc 40.41 –0.59 .29 2.56 2.62 .40 5.70 1.14 MarinSoftware MRIN ... dd 1.55 +0.03 –1.91 –2.31 –.43 ... 26.01 22.50 NeuroPace NPCE ... ... 25.44 +8.44 ... ... ... ...
10.88 3.38 Immunogen IMGN ... dd 7.79 +0.27 –.25 ... ... ... 34.11 13.98 KratosDefense KTOS ... 43 27.03 –0.32 .67 ... ... ... 20.04 6.04 MarinusPharma MRNS ... dd 14.34 +0.23 –2.80 –1.95 –2.07 ... 65.90 11.48 NewFortressEner NFE .9 dd 44.36 –0.06 –1.71 ... 2.20 .10
33.34 2.69 ImmunoPrecise IPA ... dd 9.50 –0.60 –.26 ... ... ... 39.60 19.60 KronosBio KRON ... ... 23.19 +1.63 ... –2.54 –2.53 ... 3.77 1.32 MarkerTherap MRKR ... dd 2.27 +0.22 –.61 –.57 –.65 ... 13.44 6.67 NewMtnFin NMFC 9.2 30 13.07 +0.08 .60 1.21 1.23 .30
53.75 11.80 Immunovant IMVT ... dd 15.44 +0.02 –1.54 –1.28 –1.38 ... 87.29 37.68 KrystalBiotech KRYS ... dd 78.57 +1.24 –1.71 –3.21 –3.02 ... 606.45 416.04 MarketAxess MKTX .5 63 507.46 –27.49 7.85 8.23 9.30 .66 4.78 1.51 NY Mortgage NYMT 8.7 dd 4.59 +0.11 –.89 .56 ... .10
7.95 0.91 Immutep IMMP ... dd 3.31 +0.02 –.23 –.46 –.37 ... 58.48 20.10 Kulicke&Soffa KLIC 1.0 42 57.84 +3.42 .83 3.88 3.70 .14 22.90 5.50 MarlinBusSvcs MRLN 2.6 cc 21.62 +7.38 .03 2.60 2.62 .14 27.43 11.05 NewellBrands NWL 3.5 dd 26.54 –0.22 –1.82 1.64 1.86 .23
15.89 14.50 ImpelNeuro IMPL ... ... 15.00 ... –5.56 ... ... ... 43.00 9.89 KuraOncology KURA ... dd 27.99 –0.60 –1.69 –1.92 –2.03 ... 159.98 71.52 Marriott MAR ... dd 148.36 –0.27 –.82 ... 4.61 ... 11.45 3.22 Newmark NMRK .4 41 10.57 –0.04 ... 1.23 1.53 .01
79.05 19.65 Impinj PI ... dd 55.38 –1.24 –2.28 ... ... ... 38.17 10.00 KuraSushiUSA KRUS ... dd 35.46 +3.26 –2.08 –2.41 –.31 ... 20.13 14.10 MartenTransport MRTN .9 19 16.90 –0.71 .84 1.00 ... .04 27.68 8.65 NewsCorp A NWSA .7 dd 26.73 +0.03 ... ... ... .10
127.42 39.55 InariMedical NARI ... cc 108.43 +3.38 .27 .17 .28 ... 91.92 25.43 KymeraTherap KYMR ... ... 37.94 –0.72 –3.15 –.77 –1.45 ... 3.95 1.03 MartinMidstream MMLP .9 dd 2.33 +0.11 –.17 –.32 –.08 .005 25.64 8.83 NewsCorp B NWS .8 dd 24.89 ... ... ... ... .10
110.37 75.52 Incyte INCY ... dd 85.58 +2.90 –1.36 2.38 3.83 ... 55.70 24.98 MarvellTech MRVL .0 dd 46.10 –1.81 –.41 1.35 1.78 .06 28.63 12.88 NewtekBusSvcs NEWT 7.9 ... 26.84 –0.15 ... ... ... .50
28.00 17.06 NexImmune NEXI ... ... 19.44 +0.70 ... –3.58 –3.05 ...
99.85
24.73
49.25
10.91
IndependentBank
IndepBankMI
INDB
IBCP
2.4
3.6
22
9
81.43
23.18
–1.09
–0.60
3.64
2.53
4.03
...
4.07
1.95
.48
.21 L 284.86
32.25
203.81
8.71
Masimo
MasterCraftBoat
MASI
MCFT
...
...
60
dd
246.28
29.44
+0.54
+2.08
4.14
–1.28
3.82
2.65
4.32
3.09
...
... 163.62 57.95 NexstarMedia NXST 1.8 9 153.75 +0.19 17.37 16.15 22.61 .70
80.71 23.51 IndependentBank IBTX 1.5 17 77.61 +2.39 4.67 5.02 ... .30 174.68 87.56 MatchGroup MTCH ... ... 149.01 +3.71 .49 ... 2.86 ... 39.77 7.91 NextCure NXTC ... dd 9.50 +0.08 –1.33 –2.51 –2.80 ...
26.20 15.09 IndLogistics ILPT 5.4 19 24.54 –0.25 1.26 1.21 1.73 .33 17.20 9.76 LavaTherap LVTX ... dd 12.12 –2.88 ... –1.01 –1.46 ... 87.40 18.40 Materialise MTLS ... dd 32.33 –0.41 –.15 ... .09 ... 23.80 8.41 NextGenHlthcr NXGN ... cc 18.84 +0.09 .11 ... ... ...
11.51 3.98 Infinera INFN ... dd 9.43 –0.45 –1.10 .06 .39 ... 171.00 45.86 LGI Homes LGIH ... 13 167.15 –1.63 12.76 ... 13.02 ... 16.32 7.12 MatrixService MTRX ... dd 12.85 –0.28 –1.24 ... .63 ... 11.49 5.10 NicholasFin NICK ... 9 10.42 –0.15 .45 1.80 1.91 ...
5.98 0.78 InfinityPharm INFI ... dd 3.09 +0.11 –.68 –.53 ... ... 236.81 116.26 LHC Group LHCG ... 60 213.10 +9.58 3.56 5.84 6.74 ... 23.31 7.54 Mattel MAT ... 59 21.05 +0.55 .36 .82 1.08 ... 93.99 9.37 Nikola NKLA ... dd 11.55 +0.56 –1.19 –1.12 –1.09 ...
9.70 3.50 InflaRx IFRX ... dd 3.75 +0.05 –1.44 –.80 –.80 ... 45.16 20.62 LKQ LKQ ... 22 44.99 +0.31 2.09 2.78 3.08 ... 43.48 17.01 MatthewsIntl MATW 2.0 dd 43.17 +1.01 –2.79 3.01 3.13 .215 9.65 0.72 9F JFU ... ... 1.45 –0.01 ... ... ... ...
4.58 1.70 InfoSvcsGrp III ... 83 4.39 +0.04 .06 .09 .14 ... 149.30 52.18 LPL Financial LPLA .7 25 148.58 +0.98 5.86 6.98 ... .25 57.97 11.78 MaxeonSolar MAXN ... dd 20.10 +2.03 –5.82 ... –1.65 ... 79.60 38.88 908Devices MASS ... dd 52.47 +0.29 ... –.54 –.40 ...
65.65 34.92 InglesMarkets IMKTA 1.1 6 62.26 –0.89 8.82 4.30 4.70 .165 11.22 5.33 LSI Inds LYTS 2.2 36 9.30 +0.66 .36 .27 .44 .05 98.44 50.77 MaximIntProducts MXIM .0 36 96.19 +1.06 2.41 ... 3.22 .48 53.38 7.85 NiuTech NIU ... cc 37.71 +3.65 ... 5.08 8.74 ...
50.97 15.20 Inhibrx INBX ... dd 18.98 +0.95 –3.01 ... ... ... 16.00 10.60 LakeShoreBancorp LSBK 3.6 19 14.48 –0.21 .77 .36 ... .13 26.32 14.80 McAfee MCFE 1.6 dd 25.17 +0.80 ... 1.49 1.74 .115 79.16 22.46 Nkarta NKTX ... dd 32.80 –2.07 –5.44 –2.13 –2.75 ...
90.24 21.68 InMode INMD ... 49 87.88 +0.57 2.08 2.41 2.71 ... 18.60 8.79 LakelandBcp LBAI 2.9 16 17.50 +0.04 1.13 1.23 1.46 .125 86.76 45.71 McGrathRent MGRC 2.1 20 81.83 –0.47 4.16 4.19 4.60 .435 46.45 13.63 nLIGHT LASR ... dd 30.79 –0.18 –.55 .40 .68 ...
8.23 3.55 InnatePharma IPHA ... dd 4.12 –0.28 –.92 –.93 –.66 ... 77.05 34.24 LakelandFin LKFN 2.0 21 69.15 –0.49 3.30 3.39 3.37 .34 7.98 1.80 MedallionFin MFIN ... dd 7.83 –0.05 –1.42 1.00 ... ... 15.63 5.12 NobleMidstream NBLX 5.3 10 14.16 –0.11 1.49 2.11 ... .1875
9.49 0.92 Innodata INOD ... cc 6.41 –0.56 .02 –.07 –.05 ... 47.95 12.44 LakelandInd LAKE ... 7 29.07 +1.71 4.31 ... 2.00 ... 13.25 4.28 MediciNova MNOV ... dd 4.43 –0.06 –.31 –.19 –.50 ... 12.70 4.22 Noodles NDLS ... dd 10.51 +0.73 –.53 ... ... ...
107.73 61.48 Innospec IOSP 1.1 85 97.70 –5.12 1.16 4.12 5.03 .52 669.00 229.69 LamResearch LRCX .8 26 627.49 –16.22 15.10 ... ... 1.30 6.07 1.73 MediWound MDWD ... dd 4.63 –0.41 –.34 ... –.54 ... 216.87 152.98 Nordson NDSN .7 45 213.93 +7.71 4.27 6.64 7.41 .39
27.18 20.86 InnovAge INNV ... dd 25.35 +0.56 .19 –.35 .22 ... 100.38 47.88 LamarAdv LAMR 3.0 41 98.72 +1.93 ... 3.00 3.56 .75 191.76 73.62 Medpace MEDP ... 50 191.29 +11.39 3.84 ... 5.18 ... 30.92 12.44 NortheastBank NBN .1 4 29.76 +2.19 ... ... 4.10 .01
8.24 3.65 InnovSolSuprt ISSC .0 34 6.24 –0.03 .19 .44 .11 .50 188.25 131.96 LancasterColony LANC 1.6 38 185.77 +5.31 4.97 5.66 6.20 .75 18.45 11.35 MeiraGTx MGTX ... dd 13.46 –0.62 –1.54 –1.97 –2.04 ... 17.35 5.64 NorthernTechsIntl NTIC 1.8 dd 14.40 –0.29 –.15 .56 .95 .065
15.62 9.21 Innoviva INVA ... 6 11.70 –0.20 2.02 1.71 1.51 ... 12.24 7.48 Landec LNDC ... dd 11.65 +0.45 –1.31 ... ... ... 23.65 14.18 MelcoResorts MLCO ... dd 18.77 –0.59 –2.65 –.61 .57 ... 110.40 67.43 NorthernTrust NTRS 2.6 20 109.53 +2.62 5.46 ... 7.37 .70
66.66 26.57 Inogen INGN ... dd 63.66 –2.07 –.27 –.71 –.47 ... 28.50 17.84 LandmarkBncp LARK 3.1 6 25.42 –0.73 4.10 .91 .92 .20 2020.00 553.61 MercadoLibre MELI ... dd 1600.91 +9.03 –.08 1.63 6.50 ... 16.50 8.72 NorthfieldBanc NFBK 2.7 21 16.18 –0.04 .76 .88 1.12 .11
30.77 15.15 Inovalon INOV ... cc 29.13 –0.65 ... .75 ... ... 13.50 8.60 LandmarkInfrPtrs LMRK 6.5 cc 12.28 –0.11 .65 .27 .19 .20 34.47 17.09 MercantileBank MBWM 3.6 11 32.24 –0.15 2.71 3.06 2.45 .29 48.19 18.20 NorthrimBanCorp NRIM 3.3 8 42.41 –0.38 5.11 4.30 3.08 .37
33.79 6.49 InovioPharma INO ... dd 6.85 –1.89 –1.07 –.65 .53 ... 16.99 8.82 LandosBio LABP ... ... 10.18 –1.33 ... –1.69 –2.73 ... 17.05 5.77 MercerIntl MERC 1.5 dd 16.86 +0.86 –.26 1.84 1.97 .065 15.48 8.52 NorthwestBcshs NWBI 5.4 24 14.14 –0.13 .62 1.05 1.03 .19
31.65 16.10 InozymePharma INZY ... dd 18.74 +0.14 –5.11 ... –2.90 ... 179.50 99.02 LandstarSystem LSTR .5 29 171.73 –4.04 4.98 ... ... .21 96.29 59.88 MercurySystems MRCY ... 53 76.41 –2.87 1.56 ... ... ... 38.08 19.33 NorthwestPipe NWPX ... 17 33.24 –0.12 1.93 1.77 2.36 ...
21.93 8.23 Inseego INSG ... dd 9.17 +0.28 –1.19 –.25 –.04 ... 22.54 10.52 Lantheus LNTH ... dd 22.27 +0.57 –.25 ... .88 ... 4.71 1.12 MereoBioPharma MREO ... dd 3.42 +0.07 –3.08 ... –.06 ... 70.80 47.43 Northwestern NWE 3.6 21 68.24 –1.29 3.06 ... 3.69 .62
103.75 43.00 InsightEnt NSIT ... 21 101.10 –1.60 4.87 6.79 7.50 ... 17.37 5.75 LargoResources LGO ... cc 16.76 +1.32 .12 ... ... ... 22.85 9.53 MeridianBancorp EBSB 1.8 17 21.92 +3.55 1.29 ... ... .10 24.40 17.98 NortonLifeLock NLOK 2.2 dd 22.25 +0.63 6.05 1.43 1.63 .125
45.44 20.42 Insmed INSM ... dd 35.00 +1.93 –3.01 –3.18 –2.61 ... 25.87 8.64 LarimarTherap LRMR ... dd 14.35 +3.02 –3.57 –3.26 –3.29 ... 30.65 10.47 MeridianBiosci VIVO ... 14 21.96 –1.29 1.07 ... ... ... 30.47 21.39 NorwoodFin NWFL 4.1 13 25.56 –0.49 2.09 1.29 1.25 .26
29.49 16.17 InstilBio TIL ... ... 16.64 –2.36 ... –1.08 –1.20 ... 27.77 19.00 Latham SWIM ... ... 27.25 +8.25 15064 ... ... ... 27.96 12.28 Meridian MRBK 2.0 6 25.10 –0.74 4.27 3.47 2.68 1.00 99.79 35.46 NovaMeasuring NVMI ... 59 97.28 +2.31 1.71 2.55 2.95 ...
298.43 164.40 Insulet PODD ... cc 295.50 –1.50 .10 .98 1.66 ... 58.38 19.27 LatticeSemi LSCC ... cc 54.82 –3.10 .34 .81 1.06 ... 64.16 37.47 MeritMedical MMSI ... dd 64.02 +2.24 –.18 1.90 2.23 ... 146.16 79.05 Novanta NOVT ... cc 138.05 +2.38 1.27 2.11 2.57 ...
75.86 42.12 IntegraLifeSci IART ... 47 74.63 +2.38 1.57 ... ... ... 15.46 7.49 LaureateEduc LAUR ... dd 12.47 –0.95 ... –.16 .04 ... 9.45 3.06 MerrimackPharm MACK ... dd 7.69 +0.67 –.23 –4.94 –4.12 ... 331.68 16.41 Novavax NVAX ... dd 207.61 –19.74 –7.27 21.32 32.84 ...
68.49 43.61 Intel INTC 2.3 12 59.24 –5.51 4.94 4.60 4.55 .3475 60.79 28.26 LawsonProducts LAWS ... 32 52.00 +1.74 1.62 2.43 2.90 ... 29.09 7.66 MersanaTherap MRSN ... dd 16.02 –0.63 –1.43 –1.64 –1.85 ... 218.09 55.40 Novocure NVCR ... cc 207.63 +15.13 .18 .17 .37 ...
M22 BARRON’S April 26, 2021

Nasdaq Issues
- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
53.93 18.52 NuanceComms NUAN ... dd 53.09 –0.25 .07 .74 .83 ... 6.62 2.64 PennantPark PNNT 7.4 12 6.51 –0.07 –.24 .52 .60 .12 6.66 0.69 RealNetworks RNWK ... dd 3.46 –0.17 –.13 –.57 –.23 ... 23.93 6.06 17Educ&Tech YQ ... dd 7.29 +1.01 ... –6.77 –6.64 ...
7.83 3.95 NuCana NCNA ... dd 4.34 +0.05 –1.04 –.01 –.01 ... 28.42 19.50 PennsWoodsBncp PWOD 5.4 11 23.54 +0.12 2.16 1.58 1.53 .32 30.22 9.44 RealReal REAL ... dd 23.71 –0.23 –2.01 –1.59 –1.17 ... 60.52 17.51 ShattuckLabs STTK ... ... 30.00 –0.01 ... –1.66 –1.59 ...
52.38 15.21 NurixTherap NRIX ... dd 30.62 +1.59 –2.76 –2.16 –2.44 ... 19.40 9.74 People'sUtdFin PBCT 4.0 14 17.90 +0.04 .49 ... ... .18 186.82 84.17 ReataPharm RETA ... dd 88.41 –2.46 ... –9.55 –5.60 ... 59.93 38.77 ShenandoahTel SHEN .7 20 50.38 +0.50 2.53 2.01 .48 .34
35.58 17.09 Nutanix NTNX ... dd 26.66 –0.68 ... –1.80 ... ... 36.75 18.35 PeoplesBncpOH PEBO 4.3 13 33.85 –0.10 1.73 ... 2.94 .36 35.00 25.17 RecursionPharm RXRX ... ... 29.85 –1.45 ... ... ... ... 44.04 28.17 ShoalsTech SHLS ... ... 34.60 +1.53 ... .29 .53 ...
71.24 43.11 Nuvasive NUVA ... dd 70.61 +1.59 –.72 ... ... ... 29.69 13.30 PeoplesBncpNC PEBK 2.8 10 23.14 –0.61 1.95 .38 .57 .16 65.07 33.06 RedRiverBcshs RRBI .5 15 55.70 –0.60 3.83 3.71 3.62 .07 162.58 37.16 ShockwaveMed SWAV ... dd 159.38 +21.11 –1.99 –1.57 –.45 ...
648.57 280.60 NVIDIA NVDA .1 89 610.61 –25.89 6.90 ... 15.15 .16 47.54 29.44 PeoplesFinSvcs PFIS 3.5 11 42.48 +0.97 4.00 ... ... .37 41.34 7.26 RedRobin RRGB ... dd 33.32 –2.13 –19.29 ... .70 ... 64.18 18.51 ShoeCarnival SCVL .9 58 63.73 +1.24 1.12 3.76 4.15 .14
148.77 126.53 PepsiCo PEP 2.8 27 145.83 +1.67 5.12 ... ... 1.0225 35.94 7.51 RedRockResorts RRR ... dd 34.07 –0.42 –2.13 .92 1.06 ... 18.10 8.00 ShoreBancshares SHBI 2.9 13 16.61 –0.18 1.27 1.30 1.46 .12
O 17.77
66.14
10.62
30.32
PerdoceoEduc
Perficient
PRDO
PRFT
...
... 69
7 11.89
64.19
–0.10
–0.54
1.74
.93
...
2.95
1.76
3.28
...
...
98.45
11.52
18.34
6.06
Redfin
RedHillBio
RDFN
RDHL
...
...
dd
dd
65.64
7.06
–0.39
–0.04
–.23
–2.11
.03
–1.13
.41
–.30
...
...
43.75
8.93
12.59
1.66
Shyft
Sientra
SHYF
SIEN
.3
...
37
dd
37.55
6.83
–1.04
–0.24
.91
–1.79
1.78
–.89
2.17
–.63
.025
...
3.21 0.54 PerformantFin PFMT ... dd 2.42 +0.07 –.26 ... ... ... 62.96 33.29 RegencyCtrs REG 3.8 cc 62.12 +2.66 .26 ... ... .595 29.42 15.41 SierraBancorp BSRR 3.0 11 27.95 +1.20 2.32 2.71 2.62 .21
48.24 17.50 ODP ODP ... dd 41.22 –1.45 –6.05 3.86 4.20 ... 28.32 4.21 PerionNetwork PERI ... 48 16.30 +0.46 .38 .64 .75 ... 664.64 441.00 RegenPharm REGN ... 16 488.64 –13.96 ... 47.31 41.30 ... 20.43 10.02 SierraOncology SRRA ... dd 18.01 +0.08 –7.70 –5.86 –4.54 ...
12.39 5.54 OP Bancorp OPBK 2.7 12 10.42 +0.30 .85 1.23 1.31 .07 8.19 4.51 Perma-PipeIntl PPIH ... dd 6.61 +0.41 –.94 .66 .84 ... 64.37 30.72 RelayTherap RLAY ... dd 33.34 +0.74 ... ... ... ... 22.22 7.51 SierraWireless SWIR ... dd 15.14 +0.17 –1.36 –.50 .04 ...
6.47 1.91 OPKO Health OPK ... 90 4.27 –0.07 .05 .13 .09 ... 53.46 9.28 Personalis PSNL ... dd 23.17 +0.98 –1.20 –1.59 –1.68 ... 54.00 28.40 RelmadaTherap RLMD ... dd 36.84 +2.15 –3.81 –5.86 –5.94 ... 54.32 14.85 SigilonTherap SGTX ... ... 15.27 –1.77 ... ... ... ...
11.55 2.32 Orbcomm ORBC ... dd 11.50 ... –.43 –.10 .05 ... 31.08 17.86 PetcoHealth WOOF ... ... 24.28 +1.57 ... .66 .78 ... 32.12 9.91 RenalytixAI RNLX ... ... 31.78 +6.14 ... –.57 –.25 ... 249.94 71.44 SignatureBank SBNY .9 21 238.84 +11.28 9.96 12.92 15.08 .56
539.82 373.14 OReillyAuto ORLY ... 23 532.61 +2.09 23.53 23.73 26.47 ... 43.47 23.01 PetIQ PETQ ... dd 43.19 +6.19 –3.15 ... ... ... 46.97 19.38 Renasant RNST 2.1 28 41.94 +0.35 1.48 ... 2.14 .22 44.50 30.68 SilganHoldings SLGN 1.3 16 43.87 +0.32 2.77 ... ... .14
100.67 66.11 OSI Systems OSIS ... 29 99.21 +0.54 4.05 5.16 5.50 ... 57.00 27.67 PetMedExpress PETS 3.5 21 31.83 +0.05 1.29 1.61 1.84 .28 17.18 11.63 ReneoPharm RPHM ... ... 13.20 +0.20 –2.14 ... ... ... 59.27 28.70 Silicom SILC ... 56 44.72 –0.78 .80 1.91 2.48 ...
11.25 1.25 O2MicroIntl OIIM ... ... 7.61 +0.33 .23 ... .52 ... 21.99 12.24 Pharming PHAR ... 24 12.91 –0.16 .58 1.02 1.33 ... 117.00 21.65 RenewableEnergy REGI ... 21 58.64 –6.20 2.76 ... ... ... 163.43 88.28 SiliconLab SLAB ... cc 154.60 +5.24 .28 3.51 3.97 ...
6.75 3.70 OaktreeSpec OCSL 7.2 10 6.68 +0.06 .28 .54 .59 .12 42.86 23.03 Pharvaris PHVS ... ... 26.09 –1.83 –1.86 –1.57 –1.86 ... 64.79 16.90 Rent-A-Center RCII 2.2 15 56.25 –0.64 3.73 5.31 6.24 .31 70.94 35.13 SiliconMotion SIMO 2.0 30 68.28 +1.65 ... 4.17 5.05 .35
23.45 3.85 OasisMidstream OMP 10.2 22 21.18 –0.79 .56 3.08 2.92 .54 6.85 2.60 PhaseBioPharm PHAS ... dd 3.03 –0.17 –3.39 –2.63 –2.54 ... 46.44 21.45 RepareTherap RPTX ... dd 31.87 –1.81 ... –2.38 –2.79 ... 75.80 33.71 SilkRoadMed SILK ... dd 58.50 +5.53 –1.44 –1.39 –.96 ...
74.41 20.00 OasisPetrol OAS 2.1 3 72.46 +0.56 –2.50 7.46 8.63 .375 64.54 28.10 PhathomPharm PHAT ... dd 39.82 +2.81 –3.88 –4.44 –3.97 ... 228.84 109.38 Repligen RGEN ... cc 218.32 +5.02 1.11 1.91 2.22 ... 63.41 24.22 SilverbackTherap SBTX ... ... 34.79 –2.85 ... –1.63 –2.34 ...
6.30 1.86 ObsEva OBSV ... dd 2.95 +0.14 –1.67 –1.03 –.91 ... 38.99 9.40 Phenixfin PFX ... dd 34.65 +0.18 –24.16 –.46 –.18 ... 54.85 10.81 Replimune REPL ... dd 31.51 +1.55 –1.54 ... –1.84 ... 15.98 8.43 SilvercrestAsset SAMG 4.3 14 15.00 –0.20 1.05 1.64 1.84 .16
25.76 12.88 OceanFirstFin OCFC 2.9 22 23.26 –0.24 1.02 1.65 1.84 .17 28.51 16.27 PhibroAnimal PAHC 2.0 23 24.59 +0.16 ... 1.21 1.24 .12 47.47 27.05 RepublicBcpKYA RBCAA 2.7 12 45.33 –0.28 3.99 3.69 3.76 .308 33.43 13.75 SimmonsFirstNat SFNC 2.5 13 29.36 –0.05 2.31 2.11 2.03 .18
24.30 4.80 OcularTherapeutix OCUL ... dd 15.46 –0.44 –2.56 –.68 –.18 ... 13.56 8.64 Photronics PLAB ... 26 12.70 –0.01 .52 .74 .91 ... 4.19 1.86 RepublicFirstBncp FRBK ... 57 3.99 +0.29 .07 .24 .12 ... 39.60 13.45 SinclairBroadcast SBGI 2.5 dd 32.62 +2.54 ... –4.55 –.37 .20
46.50 3.02 OdonateTherap ODT ... dd 3.39 +0.08 –3.84 –1.54 –.11 ... 25.73 14.06 PilgrimPride PPC ... 65 24.70 +0.27 .39 1.86 2.13 ... 14.75 9.46 ResourcesConnect RGP 4.0 75 14.10 –0.45 .88 ... .90 .14 5.74 1.86 SioGeneTherap SIOX ... dd 2.53 +0.08 –2.93 –1.92 –.89 ...
31.58 17.62 OfficePropIncm OPI 8.0 cc 27.57 –0.94 .14 –.36 –.66 .55 212.60 44.80 Pinduoduo PDD ... dd 138.61 +5.30 ... –4.34 ... ... 17.70 7.49 RetailOppor ROIC 2.5 65 17.58 +0.25 .27 .21 .27 .11 8.14 4.95 SiriusXM SIRI .9 cc 6.38 +0.07 .03 .27 .31 .0146
32.70 19.20 OhioValleyBanc OVBC 3.6 11 23.02 –0.05 ... ... ... .21 96.52 31.84 PinnacleFinPtrs PNFP .8 17 88.65 –3.74 4.03 5.87 5.71 .18 34.62 16.25 RevanceTherap RVNC ... dd 28.98 +1.76 –4.86 –3.69 –2.21 ... 151.78 18.77 SiTime SITM ... dd 100.32 +0.93 –.58 .94 1.49 ...
294.00 145.58 Okta OKTA ... dd 279.30 +9.32 –2.09 –.48 –.05 ... 2.99 0.75 PintecTech PT ... ... .87 +0.01 ... ... ... ... 56.18 21.17 RevolutionMed RVMD ... dd 41.20 +0.88 –2.01 –2.33 –2.61 ... 61.16 21.14 SkyWest SKYW ... dd 51.63 –0.40 –.17 ... ... ...
259.26 138.00 OldDomFreight ODFL .3 41 257.76 +6.39 5.68 7.59 8.71 .20 4.84 1.85 Pixelworks PXLW ... dd 3.19 +0.01 –.65 –.31 .04 ... 36.00 27.27 ReynoldsCnsmr REYN 3.0 17 30.21 +0.21 1.77 2.01 2.10 .23 195.82 92.45 Skyworks SWKS 1.0 30 190.92 +1.16 4.80 10.14 10.79 .50
21.28 11.19 OldNatlBncp ONB 2.9 11 19.30 +0.08 1.36 1.69 1.39 .14 12.35 5.26 PlainsAllAmPipe PAA 7.8 dd 9.24 +0.12 –3.83 1.14 1.29 .18 43.26 17.27 RhythmPharm RYTM ... dd 20.57 +0.86 –3.04 –2.06 –2.76 ... 151.44 27.85 SleepNumber SNBR ... 19 112.72 –8.85 4.90 6.75 7.09 ...
14.16 5.96 Old2ndBcp OSBC .3 10 12.96 –0.08 .92 1.22 1.04 .05 12.90 5.46 PlainsGP PAGP 7.6 dd 9.47 +0.05 –3.07 .80 .89 .18 11.25 2.84 RibbonComms RBBN ... 16 8.04 –0.41 .61 .50 .57 ... 3.67 0.72 SmartSand SND ... 3 2.44 –0.05 .94 –.27 .01 ...
60.27 26.74 OlemaPharm OLMA ... ... 31.04 –5.10 –3.42 –1.28 –2.18 ... 8.35 1.82 PlayaHotels PLYA ... dd 7.60 +0.32 –1.98 –1.02 –.13 ... 8.72 3.78 RichardsonElec RELL 2.8 dd 8.52 +1.20 –.14 .13 .50 .06 10.00 7.06 SmartShareGlbl EM ... cc 8.27 –0.22 ... ... ... ...
42.20 28.97 OlinkHolding OLK ... ... 39.01 +1.51 –.41 ... ... ... 36.06 24.41 Playtika PLTK ... cc 27.77 +1.84 .24 .82 1.09 ... 5.50 1.50 RigelPharm RIGL ... dd 3.65 +0.07 –.18 –.02 –.20 ... 16.08 5.21 SmileDirectClub SDC ... dd 10.45 +0.30 –.72 –.24 –.05 ...
123.52 59.62 Ollie'sBargain OLLI ... 26 95.91 +0.18 3.68 2.72 ... ... 96.27 54.31 Plexus PLXS ... 18 93.46 +1.61 3.93 5.43 5.79 ... 11.19 0.82 RigNet RNET ... dd 8.79 –0.20 –2.22 ... ... ... 23.57 6.85 Smith&Wesson SWBI 1.1 10 17.78 –0.49 –1.11 ... ... .05
32.60 7.87 OlympicSteel ZEUS .3 dd 28.43 –0.09 –.49 ... 1.17 .02 43.92 19.43 PliantTherap PLRX ... dd 29.87 –0.06 –1.95 –2.74 –3.66 ... 10.72 3.04 RiminiStreet RMNI ... dd 8.34 –0.03 –.19 .41 .45 ... 17.40 8.43 SoYoungIntl SY ... cc 9.35 +0.42 ... 2.50 4.00 ...
193.60 76.90 OmegaFlex OFLX .7 77 167.01 +22.62 1.97 .26 .33 .28 19.45 8.60 PolyPid PYPD ... dd 9.30 –0.69 –4.48 –2.14 –2.31 ... 7.79 3.77 RiverviewBncp RVSB 2.7 17 7.34 +0.38 .69 .44 .60 .05 25.71 6.62 Sohu.com SOHU ... dd 19.10 –0.18 –2.18 .87 1.05 ...
25.46 9.25 Omeros OMER ... dd 18.65 +0.28 –2.41 –1.80 –1.13 ... 426.70 203.23 Pool POOL .6 39 419.53 +37.32 8.97 12.03 12.84 .58 11.50 4.83 RiverviewFinl RIVE .0 dd 10.48 +0.23 –2.29 ... ... .075 16.69 7.00 SolGelTech SLGL ... dd 14.31 –0.05 –1.30 –2.02 –.43 ...
146.00 56.16 Omnicell OMCL ... cc 139.62 +1.78 .74 3.54 3.98 ... 75.16 31.33 Popular BPOP 2.2 12 72.82 +0.02 5.87 6.93 6.95 .40 67.48 13.70 RocketPharm RCKT ... dd 44.79 +1.40 –2.52 –2.84 –2.80 ... 377.00 98.00 SolarEdgeTech SEDG ... cc 279.43 +20.72 2.66 3.95 5.25 ...
44.59 13.49 ON Semi ON ... 77 42.55 +0.37 .56 1.61 ... ... 2.45 0.97 PortmanRidge PTMN 10.0 7 2.39 ... .63 .28 .28 .06 2.53 0.83 RockwellMedical RMTI ... dd 1.06 +0.11 –.41 ... ... ... 11.58 1.93 SolidBiosci SLDB ... dd 5.08 +0.04 –1.70 –1.70 –1.55 ...
6.57 1.15 OncoCyte OCX ... dd 4.64 –0.16 –.46 –.37 –.32 ... 17.62 7.63 PoseidaTherap PSTX ... dd 8.85 +0.30 –3.61 –2.77 –2.83 ... 61.45 16.57 RockyBrands RCKY 1.0 21 58.85 –1.15 2.86 ... ... .14 44.72 8.56 Sonos SONO ... cc 41.34 –2.07 –.18 .68 1.00 ...
37.86 11.50 Oncorus ONCR ... ... 14.58 +0.90 –9.35 –2.33 –2.74 ... 104.98 36.11 Poshmark POSH ... ... 42.41 +1.95 ... –.62 –.12 ... 7.80 2.55 RockyMtnChoc RMCF ... dd 6.07 +0.23 .17 .86 .91 ... 30.38 23.84 SoteraHealth SHC ... ... 25.73 –0.56 –.16 .82 .96 ...
39.61 15.33 1-800-FLOWERS FLWS ... 15 23.98 –2.26 ... 1.61 1.69 ... 6.95 1.78 Potbelly PBPB ... dd 5.99 –0.16 –2.74 –.81 –.08 ... 486.72 100.19 Roku ROKU ... dd 356.87 –19.65 ... –.25 .56 ... 4.49 1.48 SotherlyHotels SOHO ... dd 2.99 +0.09 ... –2.03 –.30 ...
8.07 3.90 180DegreeCap TURN ... ... 7.17 –0.13 ... .10 .25 ... 62.49 29.12 PotlatchDelt PCH 2.8 24 59.39 –2.10 2.47 3.25 1.74 .41 29.48 9.42 Root ROOT ... dd 10.66 –0.45 –4.81 –2.14 –1.83 ... 25.08 11.30 SouthPlainsFin SPFI 1.3 9 21.34 –0.16 2.47 2.30 ... .07
59.82 22.63 1LifeHealthcare ONEM ... dd 41.82 +0.01 –.75 ... ... ... 37.09 21.67 PowellIndustries POWL 3.0 30 35.02 –0.29 1.42 .88 1.06 .26 93.26 40.42 SouthState SSB 2.3 64 83.16 +0.99 2.19 ... ... .47
45.88 5.20 111 YI ... dd 12.28 +0.05 ... –2.23 –.39 ... 130.08 79.65 RossStores ROST .9 cc 128.82 –1.09 .24 ... ... .285
99.05 45.55 PowerIntegrations POWI .6 73 85.41 +2.70 1.17 2.00 2.19 .13 147.64 99.32 RoyalGold RGLD 1.0 30 118.14 +0.51 3.03 ... 3.78 .30 56.42 23.16 SouthernFirstBcsh SFST ... 21 49.87 –0.19 2.34 3.17 4.03 ...
45.66 7.25 OneWaterMarine ONEW ... 13 44.86 +1.59 2.77 4.30 4.63 ... 9.55 3.56 PowerFleet PWFL ... dd 7.92 –0.32 –.46 .20 .41 ... 41.70 17.30 SoMO Bancorp SMBC 1.6 11 40.21 +0.29 2.99 4.43 3.68 .16
99.89 17.55 Ontrak OTRK ... dd 32.13 +0.35 –1.44 –1.30 –.58 ... 56.50 34.80 RoyaltyPharma RPRX 1.6 17 43.61 +1.74 ... 2.65 2.97 .17
60.95 23.90 PraxisPrecision PRAX ... ... 27.93 +0.56 ... –2.97 ... ... 38.71 4.20 RubiusTherap RUBY ... dd 24.66 +0.36 –2.08 –2.11 –2.15 ... 41.99 23.51 SouthsideBcshs SBSI 3.2 16 40.36 +1.26 2.47 ... 2.68 .32
43.00 9.37 OpenLending LPRO ... dd 37.10 ... –1.09 .79 1.16 ... 11.10 2.14 Precigen PGEN ... dd 8.07 +0.58 –1.02 –.63 –.65 ... 51.92 22.14 RushEnt A RUSHA 1.4 21 49.84 –0.90 ... ... ... .18 12.40 5.89 SparkEnergy SPKE 7.0 7 10.33 +0.26 1.48 ... .17 .1813
50.21 36.18 OpenText OTEX 1.7 cc 47.65 –2.18 .86 3.24 3.39 .2008 16.60 4.46 PrecisionBio DTIL ... dd 9.23 +0.46 –2.09 –2.06 –1.89 ... 23.94 15.75 SpartanNash SPTN 4.1 9 19.66 –0.29 2.12 1.77 ... .20
47.10 19.13 RushEnt B RUSHB 1.6 19 44.94 –0.30 ... ... ... .18
39.24 10.55 OpendoorTech OPEN ... dd 19.54 +1.15 –2.62 –.92 –.64 ... 69.09 28.92 PreferredBankLA PFBC 2.3 13 67.28 –0.86 4.65 6.03 6.27 .38 26.87 6.15 RuthsHospitality RUTH ... dd 24.47 –0.48 –.80 .59 1.01 ... 5.24 2.60 SpectrumPharm SPPI ... dd 3.02 +0.02 –1.29 –.95 –.36 ...
24.90 2.60 OpendoorTechWt OPENW ... ... 8.12 +0.95 ... ... ... ... 82.46 43.88 PreformedLine PLPC 1.2 11 65.45 –2.58 5.98 6.24 6.73 .20 23.64 8.40 SperoTherap SPRO ... dd 13.18 +0.25 –3.52 –2.76 –3.05 ...
13.93 4.98 Opera OPRA ... 7 10.14 –0.27 1.51 .35 .56 ... 118.17 48.61 Ryanair RYAAY ... dd 109.33 +1.84 3.24 ... ... ...
95.38 23.69 PreludeTherap PRLD ... ... 34.59 +2.35 ... –1.87 –2.81 ... 24.50 9.21 SpiritofTexas STXB 1.5 11 24.00 +1.72 1.77 ... ... .09
22.90 5.26 OportunFin OPRT ... dd 20.43 +0.26 –1.65 1.66 2.37 ... 19.25 10.10 PremierFinBncp PFBI 3.2 12 19.00 –0.12 1.52 .87 .67 .15 225.89 125.00 Splunk SPLK ... dd 133.20 –1.05 –5.68 ... ... ...
18.06
14.64
8.45
9.91
OptheaADR
Optibase
OPT
OBAS
...
...
dd
10
9.20
11.01
+0.10
+0.16
–.34
–.38
–.55
1.10
–.93
.70
...
...
35.90 12.79 PremierFinl PFC 3.2 10 32.47 –0.52 1.75 ... ... .26 S 12.86 8.61 SpokHoldings SPOK 4.7 dd 10.73 –0.06 –2.32 1.00 1.00 .125
37.79 28.64 Premier PINC 2.1 18 35.63 +0.45 2.04 2.32 2.43 .19 18.46 6.37 SportsmansWrhs SPWH ... 9 17.58 +0.07 2.06 ... ... ...
4.62 2.13 OpticalCable OCC ... dd 3.43 +0.12 –.83 .21 .16 ... 104.90 48.00 PriceSmart PSMT .8 30 86.16 –2.78 2.55 ... ... .35 35.80 16.98 S&T Bancorp STBA 3.4 63 33.35 +0.17 .53 2.34 2.52 .28 96.48 28.93 SpringWorks SWTX ... dd 70.55 +0.54 –1.05 –2.22 –2.59 ...
10.00 3.14 Optinose OPTN ... dd 3.76 +0.25 –2.07 –1.54 –.47 ... 16.32 7.58 PrimisFinl FRST 2.8 15 14.51 –0.45 .96 1.12 1.14 .10 328.37 232.88 SBA Comm SBAC .8 cc 296.49 +8.16 .21 1.85 2.97 .58 28.63 18.21 SproutsFarmersMkt SFM ... 11 26.52 –0.48 2.43 ... 2.02 ...
21.34 10.52 OptionCare OPCH ... dd 19.54 +0.18 –.04 .43 .64 ... 41.76 12.75 PrimorisSvcs PRIM .7 16 33.89 –1.01 2.16 2.39 2.73 .06 10.20 4.20 SCYNEXIS SCYX ... dd 7.32 –0.41 –5.15 –2.53 –1.60 ... 35.60 14.18 SpruceBio SPRB ... ... 17.07 +1.47 –4.93 –2.19 –2.36 ...
19.75 9.26 OraSureTechs OSUR ... dd 9.40 –0.61 –.22 .70 .72 ... 64.15 28.76 PrincipalFin PFG 3.6 12 62.71 –0.51 5.05 5.97 6.79 .56 63.67 45.96 SEI Investments SEIC 1.2 18 57.85 –5.31 3.00 ... ... .37 135.00 34.41 StaarSurgical STAA ... cc 133.80 +15.59 .12 ... ... ...
12.38 3.76 OrchardTherap ORTX ... dd 6.16 +0.14 –1.54 –1.30 –1.02 ... 19.25 9.63 ProfessionalHldg PFHD ... 33 17.35 –0.51 .67 ... ... ... 36.09 14.37 SI-BONE SIBN ... dd 35.43 +1.34 –1.50 –1.51 –1.14 ... 325.13 144.46 Stamps.com STMP ... 22 204.63 –1.07 9.37 7.61 9.40 ...
6.45 1.01 OrganiGram OGI ... dd 2.64 +0.12 –.59 –.34 –.07 ... 15.92 2.93 Progenity PROG ... dd 3.04 –0.33 –7.01 ... ... ... 8.10 5.25 SIGA Tech SIGA ... 10 7.16 –0.10 .71 .90 .82 ... 18.26 3.86 StarBulkCarriers SBLK ... cc 17.69 +1.70 .10 2.75 3.44 ...
40.81 18.60 OricPharm ORIC ... dd 23.14 +1.81 –3.36 –2.22 –2.77 ... 49.23 33.38 ProgressSoftware PRGS 1.5 27 46.61 +1.13 1.76 ... ... .175 19.92 6.48 SLM SLM .6 6 19.35 +0.08 2.25 ... ... .03 5.40 1.99 StarEquity STRR ... dd 2.97 +0.17 –2.29 .03 .38 ...
44.97 15.98 OriginBancorp OBNK 1.0 27 41.65 –0.77 1.55 ... ... .10 55.00 20.07 Progyny PGNY ... cc 53.19 +0.22 .47 ... ... ... 19.64 12.99 SLR Invt SLRC 8.9 50 18.39 –0.20 .37 ... ... .41 118.98 70.65 Starbucks SBUX 1.5 cc 117.56 –0.78 .79 ... ... .45
14.78 7.52 Orphazyme ORPH ... dd 9.92 –0.01 –3.41 –1.84 –2.07 ... 30.62 16.11 PrometheusBio RXDX ... ... 25.41 –0.58 ... ... ... ... 16.41 10.95 SLR Sr Invt SUNS 7.6 18 15.89 –0.29 .87 ... 1.20 .10 27.63 12.07 StateAutoFin STFC 2.1 73 19.19 –1.32 .30 .54 1.41 .10
20.75 15.14 OrthoClinical OCDX ... ... 20.19 +1.66 –2.31 .60 .72 ... 140.91 91.60 Proofpoint PFPT ... dd 131.78 –4.68 –2.86 1.95 2.34 ... 57.69 21.86 SMART Global SGH ... 85 55.23 –1.36 –.05 ... ... ... 2.58 1.06 StealthBioTher MITO ... dd 1.20 +0.08 –1.20 –.08 –.09 ...
48.50 28.03 OrthofixIntl OFIX ... cc 44.79 +0.62 .13 ... ... ... 9.46 3.40 ProQR Therap PRQR ... dd 6.19 +0.19 –1.06 –1.04 –1.20 ... 12.08 5.77 SocTelemed TLMD ... dd 6.99 +0.34 –3.55 –.68 –.57 ... 3.32 2.04 StealthGas GASS ... 9 2.74 +0.04 .31 .52 .64 ...
57.42 38.01 OrthoPediatrics KIDS ... dd 54.88 +3.58 –1.82 –.85 –.51 ... 8.12 3.95 ProspectCapital PSEC 8.9 7 8.09 +0.04 ... .71 .64 .06 2.40 0.80 SocTelemedWt TLMDW ... ... 1.08 +0.05 ... ... ... ... 52.72 20.97 SteelDynamics STLD 2.0 14 51.89 +0.39 2.59 7.81 4.01 .26
9.67 2.95 OsmoticaPharm OSMT ... dd 3.04 –0.23 –1.31 ... –.54 ... 32.10 6.13 ProtagonistTherap PTGX ... dd 29.07 +2.52 –1.92 –1.96 –2.11 ... 46.67 0.63 SPI Energy SPI ... dd 6.51 +0.29 –1.20 .30 .70 ... 41.00 22.72 StepStone STEP .8 cc 33.50 –0.31 ... .78 .82 .07
6.98 2.00 Otonomy OTIC ... dd 2.29 +0.08 –1.10 ... ... ... 67.08 12.02 ProtaraTherap TARA ... dd 12.19 –3.63 –4.70 –2.38 –5.40 ... 36.71 15.29 SP Plus SP ... dd 33.01 +0.42 –8.21 1.25 2.11 ... 79.50 45.35 Stericycle SRCL ... dd 70.24 +1.35 –.63 2.47 2.76 ...
47.80 35.36 OtterTail OTTR 3.3 20 47.51 +0.03 2.34 ... ... .39 23.30 14.00 ProtectiveInsA PTVCA 1.7 75 22.93 +0.01 ... .75 1.25 .10 118.06 50.10 SPS Commerce SPSC ... 83 104.72 –0.92 1.26 1.62 1.90 ... 24.49 6.72 SterlingCnstr STRL ... 14 20.72 –0.11 1.50 1.85 2.08 ...
66.96 42.50 OutsetMedical OM ... dd 56.24 +2.34 ... –2.98 –1.89 ... 23.17 11.75 ProtectiveInsB PTVCB 1.7 75 22.95 ... ... .75 1.25 .10 74.29 50.07 SS&C Tech SSNC .9 31 72.48 –0.43 2.35 4.54 ... .16 41.72 17.83 StevenMadden SHOO 1.4 dd 41.62 +2.54 –.23 ... 2.03 .15
128.50 7.51 Overstock OSTK ... 59 70.16 –4.29 1.24 1.33 2.01 ... 28.66 9.25 Prothena PRTA ... dd 23.80 –1.05 –2.78 –1.35 –3.03 ... 25.32 13.68 SSR Mining SSRM 1.2 23 16.39 +0.15 .88 1.88 1.96 .05 113.76 15.01 StitchFix SFIX ... dd 45.27 –1.31 –.66 –.53 –.43 ...
9.40 2.25 OvidTherap OVID ... dd 3.67 –0.11 –1.39 .94 –.73 ... 20.05 6.36 ProventionBio PRVB ... dd 7.81 –0.30 –1.88 –2.10 –1.49 ... 585.25 152.76 SVB Fin SIVB ... 25 564.22 +45.28 22.87 25.65 25.30 ... 56.00 26.53 StockYardsBncp SYBT 2.1 17 51.40 –0.37 2.59 2.69 3.01 .27
6.95 2.50 OxfordLane OXLC 12.3 dd 6.61 +0.10 ... 3.45 1.20 .0675 18.23 11.40 ProvidentFin PROV 3.4 23 16.60 –0.20 1.01 .85 1.04 .14 28.12 14.15 SVMK SVMK ... dd 18.38 –0.56 –.65 –.62 ... ... 71.58 19.00 StokeTherap STOK ... dd 31.58 +0.67 –1.56 –1.79 –2.11 ...
5.10 2.24 OxfordSquare OXSQ 8.4 cc 4.99 +0.04 .03 .40 .36 .035 15.86 9.53 PrudentialBncp PBIP 2.0 13 13.75 –0.10 1.12 .13 .15 .07 18.95 10.65 SabraHealthcare SBRA 6.7 27 17.88 +0.04 .67 .73 .81 .30 95.12 20.39 StoneCo STNE ... cc 67.67 –0.60 ... 5.25 8.43 ...
36.90 17.24 OysterPtPharma OYST ... dd 20.82 +0.37 –2.92 –4.36 –3.51 ... 76.96 22.42 PubMatic PUBM ... ... 53.83 –1.18 ... ... ... ... 16.88 5.33 Sabre SABR ... dd 15.57 +0.58 –4.42 –1.31 .26 ... 66.87 34.21 StoneX SNEX ... 7 61.03 –4.97 8.61 5.79 7.34 ...
68.77 38.09 OzonHoldings OZON ... dd 65.47 +2.72 ... –112.94 –96.10 ... 69.48 37.64 Pulmonx LUNG ... dd 44.97 +1.11 ... –1.55 –1.27 ... 91.03 66.67 SafetyInsurance SAFT 4.3 9 83.66 –2.35 9.18 6.00 4.40 .90 56.95 11.89 Stratasys SSYS ... dd 23.50 +0.86 –8.08 –.02 .27 ...
14.14 7.48 PumaBiotech PBYI ... dd 10.17 +0.10 –1.52 ... ... ... 29.26 16.25 SagaComm SGA ... dd 21.54 –1.41 ... 2.21 2.42 ... 187.98 76.77 StrategicEd STRA 2.8 22 85.43 –3.83 3.77 6.01 7.06 .60
PQ 65.90
41.08
33.00
9.44
PureTechHealth
PurpleInnovation
PRTC
PRPL
...
...
cc
cc
56.80
35.78
–1.00
+0.24
.20
.08
–4.31
.86
–4.49
1.14
...
...
98.39
247.60
33.82
77.68
SageTherap
Saia
SAGE
SAIA
...
... 46
7 76.47
241.89
+1.83
–0.88
11.43
5.20
–7.59
6.81
–5.55
8.05
...
...
67.28
37.36
12.51
13.22
Strattec
StratusProp
STRT
STRS
...
...
25
dd
48.05
35.51
–3.38
+0.97
–2.04
–2.78
...
–1.54
6.73
–1.59
...
...
9.11 3.69 Puyi PUYI ... dd 5.01 +0.76 –.08 ... ... ... 3.95 0.69 SalemMedia SALM ... dd 2.15 +0.06 ... .02 .13 ... 4.63 1.87 StrongbridgeBio SBBP ... dd 2.60 +0.17 –.78 –.50 –.24 ...
66.29 25.68 PAM Transport PTSI ... 11 59.46 –1.36 3.09 5.30 6.10 ... 78.95 37.02 QAD A QADA .4 cc 73.00 –2.12 .53 ... ... .072 27.40 13.48 SummitFin SMMF 2.7 9 25.45 –0.46 2.41 2.98 2.67 .17
9.70 4.15 P&FIndustries PFIN ... dd 6.30 +0.01 –1.57 ... ... ... 44.60 21.21 SanaBiotech SANA ... ... 24.67 –0.53 ... –1.90 –1.93 ...
12.60 1.89 Q&K Intl QK ... dd 2.10 +0.09 ... –14.06 –9.91 ... 169.00 108.57 SandersonFarms SAFM 1.1 49 166.39 +2.63 1.27 7.73 9.65 .44 18.25 7.54 SummitStateBk SSBI 2.9 10 16.60 +0.06 1.73 .67 .56 .12
16.43 7.90 PCB Bancorp PCB 2.7 14 14.80 +0.04 1.04 1.43 1.31 .10 49.49 23.37 QCR Holdings QCRH .5 13 48.37 –0.47 3.80 ... 4.28 .06 12.30 2.90 SummitTherap SMMT ... dd 5.60 +0.24 –.76 –.08 –.77 ...
55.21 35.49 PCConnection CNXN .0 21 44.38 –1.56 2.12 ... 3.05 .32 44.81 18.79 SandySpringBncp SASR 2.9 21 44.39 +0.78 2.18 3.91 3.56 .32
20.84 9.69 QIWI QIWI 9.5 6 10.92 +0.04 ... 115.42 114.30 .34 93.98 46.37 16.50 SumoLogic SUMO ... dd 19.72 +0.27 –1.65 –.48 –.42 ...
11.05 4.86 PCTEL PCTI 3.3 36 6.67 +0.10 .19 .26 .39 .055 22.00 4.10 QilianIntl QLI ... ... 4.28 +0.10 ... ... ... ...
71.00 Sanfilippo JBSS .7 19 92.78 +0.13 ... 4.97 4.82 2.50
44.13 31.02 SunCountryAir SNCY ... ... 41.08 –0.82 ... –.23 1.76 ...
42.79 9.79 PDC Energy PDCE ... dd 34.31 –0.67 –7.37 ... ... ... 19.43 7.65 SangamoTherap SGMO ... dd 11.71 +0.23 –.90 –1.25 –1.30 ...
199.94 85.63 Qorvo QRVO ... 46 193.92 +1.65 2.80 ... ... ... 43.36 23.75 Sanmina SANM ... 19 41.71 +0.02 1.97 ... ... ... 17.07 2.51 SunOpta STKL ... dd 13.30 –1.46 .75 .04 .08 ...
26.42 14.53 PDF Solutions PDFS ... dd 18.41 +0.92 –1.17 .05 .28 ... 167.94 73.66 Qualcomm QCOM 2.0 23 135.43 –2.78 4.52 ... 8.06 .68 57.52 3.99 SunPower SPWR ... 12 29.01 +1.64 2.48 .46 .66 ...
13.07 7.45 PDLCommBncp PDLB ... 47 11.02 –0.17 .23 .55 .59 ... 55.00 44.11 Sanofi SNY 2.6 9 51.68 +0.38 5.60 3.70 4.18 1.9061
57.28 30.49 QualtricsIntl XM ... dd 40.64 +6.65 ... –.11 –.07 ... 100.93 12.43 SunRun RUN ... dd 55.69 +3.53 –1.24 –.20 –.18 ...
49.64 9.85 PLBY Group PLBY ... dd 47.50 +9.10 –.56 .23 .42 ... 148.84 86.65 Qualys QLYS ... 46 102.89 –1.90 2.24 2.65 2.92 ...
35.85 21.01 SapiensInt SPNS ... 50 32.74 –0.49 .67 1.15 1.28 ...
40.71 21.21 SuperMicroComp SMCI ... 23 38.25 –0.92 1.60 2.45 3.42 ...
63.22 29.45 PMV Pharm PMVP ... ... 34.35 +1.98 –2.40 –1.23 –1.42 ... 181.83 68.04 SareptaTherap SRPT ... dd 70.94 –0.86 –7.11 –7.20 –4.32 ...
92.57 23.87 Quanterix QTRX ... dd 60.73 –0.36 –1.07 –1.27 –.89 ... 29.33 6.73 SuperiorGroup SGC 1.6 9 24.79 –0.17 2.65 1.46 1.82 .10
46.49 21.63 PPD PPD ... cc 46.19 –0.08 .35 ... ... ... 9.47 2.95 Quantum QMCO ... dd 8.45 +0.49 –.14 –.15 ... ...
36.10 3.50 SatsumaPharm STSA ... dd 5.24 +0.17 –2.73 –1.82 –1.96 ...
32.31 17.20 SupernusPharms SUPN ... 13 31.41 –0.29 2.36 1.20 ... ...
47.35 24.16 PRA Group PRAA ... 12 37.37 +0.27 3.26 ... ... ... 3.58 1.00 Savara SVRA ... dd 1.98 +0.23 –.84 ... –.32 ...
22.99 4.64 Quhuo QH ... dd 5.13 +0.06 ... .42 1.17 ... 14.40 2.32 SurfaceOncol SURF ... 5 7.01 +0.22 1.57 –1.35 –1.47 ...
167.41 85.45 PRA HealthSci PRAH ... 55 166.80 +5.04 3.04 5.93 6.71 ... 306.72 105.93 Quidel QDEL ... 6 116.01 –12.82 18.60 24.00 10.47 ...
34.10 18.25 ScanSource SCSC ... dd 29.60 –0.87 –7.59 ... ... ...
3.97 1.49 Surgalign SRGA ... dd 1.97 +0.08 –.45 ... ... ...
149.26 60.98 PTC PTC ... cc 147.34 +1.18 1.12 3.16 ... ... 46.86 12.93 SchnitzerSteel SCHN 1.7 22 44.07 +2.75 ... ... ... .1875
25.99 7.95 QuinStreet QNST ... 36 20.51 +0.31 .34 ... ... ... 70.00 10.28 ScholarRock SRRK ... dd 34.46 +3.69 –2.81 –2.72 –3.70 ... 48.26 8.57 SurgeryPartners SGRY ... dd 48.09 +3.90 –3.19 –.76 –.22 ...
70.82 43.65 PTC Therap PTCT ... dd 45.75 –2.84 –6.64 ... –3.77 ... 10.38 3.41 Quotient QTNT ... dd 3.82 –0.31 –1.44 –1.05 –.98 ... 59.75 33.45 Surmodics SRDX ... cc 58.20 +0.01 .08 .28 1.04 ...
103.19 64.25 Paccar PCAR 1.4 25 93.35 –1.57 3.74 5.74 6.79 .32 28.46 4.19 QurateRetailB QRTEB .0 4 12.18 –0.21 ... ... 2.42 1.50 34.35 18.80 Scholastic SCHL 1.9 dd 31.25 –0.90 ... ... .73 .15 28.30 7.06 SutroBioph STRO ... dd 20.28 +0.27 –.99 –2.36 –2.34 ...
53.69 3.13 PacBiosciCA PACB ... cc 30.96 –0.57 .17 ... –.79 ... 13.76 3.97 QurateRetailA QRTEA .0 4 12.26 –0.12 ... ... 2.42 1.50 117.00 44.26 Schrodinger SDGR ... dd 75.68 –2.22 ... –.68 –.43 ... 46.68 22.87 SykesEnterprises SYKE ... 32 44.80 –0.39 1.39 3.03 3.38 ...
9.45 2.95 PacificMercBncp PMBC ... 25 8.62 –0.31 ... .57 .67 ... 5.64 1.53 Qutoutiao QTT ... dd 2.42 +0.30 ... .73 2.57 ... 52.88 9.50 ScientificGames SGMS ... dd 50.44 +3.04 –6.02 –.33 1.64 ... 10.60 3.81 Synalloy SYNL ... dd 10.01 +0.04 –3.00 .04 .34 ...
47.15 15.71 PacificPremBncp PPBI 2.7 cc 43.89 +0.91 .75 2.58 2.64 .30 21.74 10.05 SciPlay SCPL ... 21 18.15 +1.06 .86 1.03 1.09 ... 144.45 55.59 Synaptics SYNA ... 34 136.05 +1.85 3.41 7.71 8.40 ...
80.00 38.02 PaciraBioSci PCRX ... 20 64.69 +1.62 3.33 3.35 4.22 ... 47.86 5.34 ScopusBio SCPS ... ... 7.56 +0.02 –.81 –.41 –.97 ...
19.61 10.40 PactivEvergreen PTVE 2.8 9 14.13 –0.18 –.08 1.52 1.97 .10 R 45.00 2.60 ScoreMedia SCR ... dd 18.80 –2.25 ... –.62 –.25 ... 6.59
27.85
2.17
11.27
Synchronoss
SyndaxPharm
SNCR
SNDX
...
...
dd
dd
3.38
15.47
+0.22
–4.94
–1.16
–1.87
–.38
–2.27
–.15
–2.06
...
...
43.14 14.53 PacWestBancorp PACW 2.3 15 42.70 +2.52 –10.61 4.13 4.06 .25 11.99 5.06 scPharm SCPH ... dd 6.78 +0.02 –1.31 –1.28 –1.29 ... 89.95 49.51 SyneosHealth SYNH ... 48 88.55 +2.30 1.83 4.25 4.88 ...
121.87 51.46 Palomar PLMR ... cc 72.74 –2.21 .24 ... 2.91 ... 41.86 13.36 RaptTherap RAPT ... dd 20.85 –0.02 –2.19 –2.78 –2.68 ... 24.78 6.15 ScrippsEW SSP .9 23 22.99 +1.21 ... ... 3.70 .05 5.11 1.78 Synlogic SYBX ... dd 3.74 +0.34 –1.65 –1.58 –1.38 ...
40.11 20.35 PanAmerSilver PAAS .8 40 33.77 –0.02 .85 1.70 2.56 .07 23.00 10.61 RBB Bancorp RBB 2.4 12 20.00 –0.16 1.65 ... ... .12 3.04 0.69 SeaChange SEAC ... dd 1.16 +0.13 –.58 ... .44 ... 300.91 147.98 Synopsys SNPS ... 54 251.45 –9.32 4.27 6.29 7.15 ...
110.33 66.94 PapaJohn's PZZA .9 75 94.84 +1.24 1.28 2.21 2.56 .225 206.64 103.09 RBC Bearings ROLL ... 51 201.38 –1.09 5.06 3.83 4.39 ... 40.93 17.00 SeacoastBkgFL SBCF ... 26 36.92 +0.59 1.44 ... 1.96 ... 7.89 0.63 SyprisSolutions SYPR ... 56 4.47 +1.66 .08 .06 .11 ...
8.75 3.81 ParatekPharma PRTK ... dd 7.78 –0.23 –2.19 –.26 –.27 ... 73.36 8.06 RCI Hospitality RICK .2 dd 65.35 –1.29 –.66 ... ... .04 89.22 43.53 Seagate STX 3.0 23 89.15 +7.08 3.79 5.27 6.47 .67 15.65 5.75 SyrosPharm SYRS ... dd 6.54 +0.32 –1.82 –1.76 –1.74 ...
41.78 11.05 Park-Ohio PKOH 1.4 dd 34.75 –0.42 –.37 2.36 3.06 .125 12.49 1.12 RCM Tech RCMT ... dd 3.54 +0.15 –.73 ... .37 ... 213.94 134.51 Seagen SGEN ... 45 147.23 +1.73 3.37 –2.19 .27 ...
6.46 3.65 PartnerComms PTNR ... cc 4.37 –0.15 .03 .15 .15 ... 50.26 25.93 REGENXBIO RGNX ... dd 34.20 –0.31 –2.98 –4.86 –4.83 ... 22.97 8.78 SeaSpine SPNE ... dd 22.01 +1.39 –1.59 –1.08 –.91 ...
38.23 12.10 PassageBio PASG ... dd 16.92 +1.04 –2.91 –3.11 –3.20 ... 7.56 4.05 RF Industries RFIL ... dd 6.55 –0.20 –.01 .30 .55 ... 4.66 2.11 SecooHolding SECO ... 47 2.36 –0.09 ... 5.37 11.09 ... T
23.28 14.91 PatriaInvts PAX ... ... 15.36 –0.14 ... 1.06 1.15 ... 27.70 21.93 RGC Resources RGCO 3.3 16 22.52 –0.14 1.30 1.12 1.43 .185 16.31 10.01 SecureWorks SCWX ... dd 13.51 –0.54 ... –.23 –.16 ...
93.84 31.25 PatrickIndustries PATK 1.2 21 89.95 +1.31 4.20 6.19 6.92 .28 10.20 3.00 RISE Education REDU ... dd 3.50 +0.09 –.34 .33 .52 ... 10.69 4.70 SecurityNatFin SNFCA ... 3 8.56 –0.07 2.88 ... ... ... 50.13 20.85 TCF Financial TCF 3.2 32 44.38 –3.75 1.40 3.13 3.22 .35
11.00 5.13 PatriotNatBncp PNBK ... dd 9.75 +0.19 –.97 1.37 1.43 ... 31.28 8.34 R1RCM RCM ... 82 26.41 +0.58 .33 .37 .53 ... 86.55 38.37 Seer SEER ... ... 49.65 –1.20 ... ... –.93 ... 13.88 5.91 TCG BDC CGBD 9.4 dd 13.67 –0.05 .08 1.49 1.54 .05
13.00 8.06 PatriotTransport PATI .0 76 11.18 +0.20 .08 ... ... 3.00 26.43 15.25 RackspaceTech RXT ... dd 24.79 –0.16 –1.37 1.01 1.31 ... 12.60 5.98 SelectBancorp SLCT ... 26 11.85 +0.70 .45 .93 ... ... 35.86 8.63 TCR2 Therap TCRR ... dd 23.06 –0.69 –2.40 –2.31 –2.86 ...
36.88 14.44 Patterson PDCO 3.1 dd 33.46 +1.15 –6.25 2.05 ... .26 15.99 6.57 RadiusGlbInfr RADI ... dd 15.08 –0.15 ... –1.18 –1.09 ... 5.70 1.47 SelectaBiosci SELB ... dd 3.84 –0.03 –.68 –.29 –.35 ... 23.55 9.13 TelaBio TELA ... dd 13.50 –0.10 –2.23 –2.05 –1.65 ...
9.74 2.36 PattersonUTIEn PTEN 1.3 dd 6.32 –0.45 –4.27 –2.00 –1.44 .02 26.16 10.15 RadiusHealth RDUS ... dd 20.90 +1.19 –2.35 –.62 .72 ... 77.84 42.14 SelectiveIns SIGI 1.3 19 76.77 –0.72 4.09 4.54 4.80 .25 21.14 4.31 TFF Pharm TFFP ... dd 11.84 –0.23 –.91 –.83 –.33 ...
101.15 60.00 Paychex PAYX 2.5 34 99.23 +1.73 3.04 ... ... .62 25.49 12.10 RadNet RDNT ... dd 22.26 +0.05 –.29 .55 .68 ... 83.94 40.81 Semtech SMTC ... 79 71.25 +0.79 .91 ... ... ... 21.64 13.21 TFS Fin TFSL 5.6 69 20.17 –0.07 .29 .28 ... .28
218.34 85.22 Paylocity PCTY ... cc 195.40 +1.25 1.15 1.67 2.08 ... 31.96 21.66 Radware RDWR ... cc 29.75 +1.32 .21 .69 .87 ... 62.37 30.18 SenecaFoods A SENEA ... 3 46.78 –3.70 ... 1.70 2.25 ... 135.54 85.81 T-MobileUS TMUS ... 48 133.32 +0.27 2.65 2.40 3.19 ...
309.14 115.40 PayPal PYPL ... 75 266.03 –3.84 3.54 ... 5.75 ... 23.90 15.10 RainTherap RAIN ... ... 15.80 –1.20 ... ... ... ... 61.96 29.52 SenecaFoods B SENEB ... 3 47.25 –2.61 ... 1.70 2.25 ... 81.36 15.20 TPIComposites TPIC ... dd 58.21 +8.52 –.54 .85 1.80 ...
32.49 13.80 PeapackGladFinl PGC .6 23 31.70 –0.07 1.37 2.07 2.52 .05 5.35 1.75 RamacoRscs METC ... dd 3.96 –0.17 –.12 ... ... ... 26.50 11.75 SenseiBiotherap SNSE ... ... 13.18 –0.94 ... –1.30 –1.46 ... 183.05 98.52 TRowePrice TROW 2.4 18 178.56 +0.74 9.98 12.02 12.99 1.08
148.80 75.31 Pegasystems PEGA .1 dd 130.79 +0.90 –.76 .19 1.01 .03 22.30 11.82 Rambus RMBS ... dd 19.73 –0.66 –.39 1.22 1.32 ... 38.50 3.41 SeresTherap MCRB ... dd 20.46 –0.27 –1.12 –1.42 –1.30 ... 109.95 35.12 TTEC TTEC .8 42 106.17 –3.51 2.52 4.11 4.51 .43
171.09 29.64 Peloton PTON ... cc 101.07 –15.14 ... ... ... ... 24.70 8.75 RandolphBancorp RNDB ... 6 21.79 +1.63 3.86 .69 1.61 ... 13.92 4.36 ServiceProperties SVC .3 dd 12.03 –0.40 –1.89 ... –.61 .01 15.25 10.08 TTM Tech TTMI ... dd 15.13 +0.04 1.67 1.24 1.43 ...
142.00 13.37 PennNational PENN ... dd 89.74 –10.20 –5.00 1.63 2.28 ... 94.60 43.39 Rapid7 RPD ... dd 83.93 –0.22 –1.94 .02 .28 ... 2.18 1.06 ServiceSource SREV ... dd 1.36 –0.03 –.19 ... ... ... 3.79 0.48 T2Biosystems TTOO ... dd 1.37 +0.07 –.39 –.29 –.26 ...
20.18 3.81 PennVirginia PVAC ... dd 12.53 +0.50 –20.46 2.53 ... ... 11.80 5.53 RattlerMidstrm RTLR 7.4 15 10.78 –0.07 ... 1.08 ... .20 64.84 27.98 ServisFirstBcshs SFBS 1.3 19 63.65 +0.78 3.13 3.60 3.52 .20 69.31 30.12 TabulaRasaHlth TRHC ... dd 43.42 –0.61 –3.71 .19 .42 ...
69.56 15.80 Pennant PNTG ... 80 41.81 –0.28 .52 ... ... ... 45.11 17.56 RavenIndustries RAVN .0 78 40.52 +0.70 .52 ... ... .13 3.57 0.53 SesenBio SESN ... dd 2.68 +0.38 –.19 –.28 .05 ... 64.53 30.31 TactileSystems TCMD ... dd 59.91 +5.48 –.03 ... ... ...
April 26, 2021 BARRON’S M23

Nasdaq Issues
- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
12.65 4.07 TaiwanLiposome TLC ... dd 5.67 –0.32 –.84 –.66 –.69 ... 193.54 58.59 ZaiLab ZLAB ... dd 173.07 +8.78 –3.47 –3.22 –2.22 ... 32.42 17.20 Zogenix ZGNX ... dd 19.02 +0.02 –3.90 –3.49 –1.67 ...
214.91
65.90
118.01
23.20
TakeTwoSoftware
Talend
TTWO
TLND
...
...
41
dd
176.19
64.08
–2.61
+0.12
3.54
–2.54
...
–.85
6.12
–.22
...
... V 44.42
518.66
29.43
200.68
ZealandPharma
ZebraTech
ZEAL
ZBRA
...
...
dd
53
32.85
497.41
+0.29
–16.08
–3.38
9.35
–3.90
15.50
–3.66 ...
17.12 ...
588.84
64.40
132.67
30.83
ZoomVideo
ZoomInfoTech
ZM
ZI
...
...
cc
dd
336.88
51.33
+6.93
+3.42
2.25
–.11
3.76
.49
4.13
.64
...
...
33.90 10.65 TalisBiomed TLIS ... ... 12.46 –1.49 ... –1.88 –1.38 ... 61.29 25.41 ZentalisPharm ZNTL ... dd 59.14 +8.46 ... –3.77 –4.09 ... 7.34 1.31 Zovio ZVO ... dd 3.70 –0.10 –1.53 .30 .55 ...
123.74 69.69 TandemDiabetes TNDM ... dd 94.96 +2.90 –.56 ... .54 ... 1.90 1.20 VEON VEON ... dd 1.73 –0.08 –.20 .33 .41 ... 230.88 64.90 Zscaler ZS ... dd 190.26 –2.23 –.89 .40 .60 ...
27.78 4.39 VOXX Intl VOXX ... dd 17.69 +0.22 ... ... .11 ... 212.40 37.62 Zillow A ZG ... dd 138.94 +2.80 ... .96 ... ... 49.23 16.77 Zumiez ZUMZ ... 15 44.91 –0.79 3.00 3.18 3.61 ...
5.36 1.50 TarenaIntl TEDU ... ... 3.23 +0.19 ... ... ... ... 208.11 38.22 Zillow C Z ... dd 137.00 +2.39 ... ... ... ...
63.69 15.32 TarsusPharm TARS ... ... 30.69 +2.08 ... –1.53 –5.70 ... 45.01 17.43 VSE VSEC .8 dd 44.05 –0.78 –.47 2.89 ... .09 41.15 35.65 Zymergen ZY ... ... 39.88 +8.88 ... ... ... ...
8.34 3.40 TatTechnologies TATT ... dd 5.10 +0.10 –.60 –.05 ... ... 13.20 4.70 VyneTherap VYNE ... dd 5.18 –0.17 –7.88 –1.44 –.72 ... 60.22 25.07 ZionsBancorp ZION 2.5 11 54.27 –1.85 3.02 5.39 4.37 .34 9.00 3.12 ZynerbaPharma ZYNE ... dd 4.21 +0.24 –1.90 –1.11 –1.26 ...
33.35 18.16 TayshaGene TSHA ... ... 22.82 –1.04 –3.40 ... ... ... 14.69 6.36 ValleyNatlBncp VLY 3.1 15 14.01 +0.08 .93 ... 1.17 .11 10.37 4.91 Zix ZIXI ... dd 7.37 –0.27 –.29 .60 .69 ... 12.32 7.18 Zynga ZNGA ... dd 10.67 +0.11 –.42 .39 .46 ...
101.12 20.51 TechTarget TTGT ... cc 76.15 +1.15 .61 1.70 1.91 ... 20.51 9.00 VandaPharm VNDA ... 40 16.97 +0.30 .42 ... ... ...
15.32 7.95 Ericsson ERIC .9 24 14.16 +0.11 ... .68 .83 .0546 26.66 10.37 VarexImaging VREX ... dd 22.87 +0.14 –1.49 .71 1.06 ...
6.46 0.46 Teligent TLGT ... dd .58 +0.05 –4.70 –7.90 –2.40 ... 75.33 20.92 VaronisSystems VRNS ... dd 54.99 –0.23 –1.00 ... ... ... CONFERENCE CALL CALENDAR
41.84 18.08 Telos TLS ... cc 33.90 –1.40 ... .30 .70 ... 3.17 1.01 VascularBiogenics VBLT ... dd 1.92 +0.23 –.55 –.52 –.50 ...
203.20 72.04 10xGenomics TXG ... dd 193.95 –0.15 ... –.96 –.45 ... 22.35 8.73 VastaPlatform VSTA ... dd 9.22 +0.12 ... 1.94 3.12 ... Earnings - Related
58.45 23.38 Tenable TENB ... dd 40.65 –0.78 –.42 .30 .47 ... 58.48 17.02 Vaxcyte PCVX ... dd 18.97 +0.75 –3.02 ... –2.25 ...
37.70 14.86 VectivBio VECT ... ... 16.13 +0.01 –6.24 ... ... ... Company Date Time Earnings-Related Period
147.90 56.42 Teradyne TER .3 31 131.53 +2.05 4.28 ... ... .10
28.36 14.83 TernsPharm TERN ... ... 18.93 +1.02 ... ... –2.36 ... 23.13 9.57 VeecoInstr VECO ... dd 22.60 +1.62 –.17 1.13 1.45 ... Continued from Page M37.
30.04 19.23 TerritBanc TBNK 3.5 13 26.00 –0.37 2.01 1.72 1.79 .23 32.50 10.18 VelodyneLidar VLDR ... dd 14.00 +0.62 –1.01 –.39 –.16 ...
14.41 0.17 VelodyneLidarWt VLDRW ... ... 3.80 +0.18 ... ... ... ... Eli Lilly and Co April 27 8:00AM Q1
900.40 136.61 Tesla TSLA ... cc 729.40 –10.38 .64 ... ... ... 5.00 1.60 VenusConcept VERO ... dd 1.87 –0.11 –2.33 –.49 –.30 ... Enphase Energy April 27 3:30PM Q1
9.25 4.12 TesscoTech TESS ... dd 7.81 +0.01 –2.53 ... ... ... 12.19 3.82 VeraBradley VRA ... 46 11.30 +0.35 .26 .86 1.01 ... Entergy April 28 10:00AM Q1
144.77 64.83 TetraTech TTEK .5 41 133.94 –1.57 3.16 3.56 3.89 .17
93.26 22.01 TexasCapBcshs TCBI ... 23 65.89 +0.25 1.12 4.87 ... ...
86.03 22.69 Veracyte VCYT ... dd 49.45 +1.28 –.66 –.30 –.15 ... Equinix April 28 4:30PM Q1
4.18 1.08 Verastem VSTM ... dd 2.80 +0.12 –.44 –.27 ... ... Equity Residential April 28 10:00AM Q1
197.58 105.45 TexasInstruments TXN 2.2 32 188.82 –3.11 5.97 6.75 7.28 1.02 52.70 20.40 VerintSystems VRNT ... dd 48.06 –0.58 –.23 2.20 2.56 ...
101.90 41.68 TexasRoadhouse TXRH ... cc 100.36 +1.43 .45 2.50 3.37 ... 221.30 184.60 VeriSign VRSN ... 30 211.47 +3.31 7.07 5.51 6.37 ...
Everest Re Ltd April 29 7:00AM Q1
24.52 5.29 TheBancorp TBBK ... 16 21.94 –0.97 1.37 1.72 1.98 ... 210.66 146.63 VeriskAnalytics VRSK .6 44 188.88 +3.42 4.31 5.36 5.97 .29 Extra Space Storage April 29 12:00PM Q1
2.75 0.90 TherapeuticsMD TXMD ... dd 1.17 –0.02 –.67 –.41 –.10 ... 34.58 13.44 Veritex VBTX 2.0 23 33.94 –0.21 1.48 ... 2.20 .17 Exxon Mobil April 30 8:30AM Q1
31.35 14.48 TheravanceBio TBPH ... dd 21.15 –0.56 –4.46 –2.88 –2.78 ... 50.34 3.82 Veritone VERI ... dd 26.34 –1.17 –1.73 –.50 –.40 ... F5 Networks April 27 3:30PM Q2
8.50 2.29 36Kr KRKR ... dd 2.96 –0.17 ... –.03 ... ... 15.71 3.70 VeronaPharma VRNA ... dd 7.70 –0.30 –2.02 –2.07 –1.82 ... Facebook April 28 4:00PM Q1
31.60 14.23 ThredUp TDUP ... ... 19.11 +4.13 ... ... ... ... 18.42 6.02 VerricaPharm VRCA ... dd 13.53 +0.84 –1.71 –1.87 –1.79 ... Fiserv April 27 7:00AM Q1
35.15 7.45 360DigiTech QFIN ... 8 26.90 +3.14 ... 31.36 39.45 ... 39.71 19.39 Vertex VERX ... dd 22.85 –0.44 –.60 ... ... ...
67.00 4.41 Tilray TLRY ... dd 17.07 –0.13 –2.15 –.34 –.19 ... Ford Motor Co April 28 4:00PM Q1
306.08 202.57 VertxPharm VRTX ... 21 217.90 –1.49 10.29 11.17 12.72 ... Fortune Brands Home & Security April 29 3:30PM Q1
30.75 15.41 TimberlandBncp TSBK 3.1 9 27.45 –0.10 2.88 .90 1.02 .10 101.60 17.19 ViacomCBS A VIACA 2.1 12 46.54 +2.22 ... ... 4.23 .24
30.00 8.04 TitanMachinery TITN ... 30 25.70 –0.55 .86 1.42 1.75 ... 101.97 14.79 ViacomCBS B VIAC 2.3 11 41.71 +2.36 ... ... 4.24 .24 Generac April 29 9:00AM Q1
25.45 7.05 TivityHealth TVTY ... dd 24.21 +0.61 –4.54 ... ... ... 69.16 32.51 ViantTech DSP ... cc 33.41 –5.62 ... –.78 –.23 ... General Dynamics April 28 8:00AM Q1
12.17 1.04 TizianaLifeSci TLSA ... dd 2.54 +0.02 –.14 –.04 –.12 ... 61.35 29.82 ViaSat VSAT ... dd 47.68 –1.40 ... ... .88 ... General Electric Co April 27 7:00AM Q1
2.46 0.51 TonixPharm TNXP ... dd 1.04 +0.06 –.55 –.21 –.19 ... 19.24 12.94 Viatris VTRS ... dd 13.36 –0.04 –1.11 3.54 3.65 ... Gilead Sciences April 29 3:30PM Q1
10.50 6.34 Torm TRMD 21.9 7 8.66 –0.07 1.19 ... .64 .85 17.13 10.44 ViaviSolutions VIAV ... cc 16.85 +0.25 .12 ... ... ... Hartford Financial Services April 29 4:00PM Q1
34.45 17.59 TowerSemi TSEM ... 39 29.30 –0.13 .77 1.36 1.72 ... 104.68 44.38 Vicor VICR ... cc 90.21 +4.65 ... ... ... ... Hasbro April 27 7:30AM Q1
32.78 15.14 TowneBank TOWN 2.3 15 30.71 –0.24 2.01 2.19 2.01 .18 29.65 12.97 VictoryCapital VCTR .9 10 28.75 +1.15 ... 4.51 4.68 .09
191.54 96.06 TractorSupply TSCO 1.1 26 189.38 +8.30 6.38 ... 7.63 .52 Hershey Co April 29 7:30AM Q1
11.16 7.09 VidlerWater VWTR ... 17 8.98 –0.18 .52 ... ... ... Hologic April 28 3:30PM Q2
972.80 248.42 TradeDesk TTD ... cc 726.49 +7.63 ... 5.52 7.11 ... 13.31 6.52 View VIEW ... ... 8.04 +1.04 ... –1.64 –.59 ...
80.74 50.18 Tradeweb TW .4 91 80.23 +0.52 ... 1.54 1.57 .08 2.94 0.78 ViewWt VIEWW ... ... 1.85 +0.20 ... ... ... ... Humana April 28 8:00AM Q1
12.47 3.26 TransActTechs TACT ... dd 11.90 ... –.72 –.72 .02 ... 7.36 1.64 ViewRay VRAY ... dd 4.60 +0.22 –.73 –.69 –.63 ... IDEX April 28 9:30AM Q1
54.15 22.87 Transcat TRNS ... 54 50.10 +1.12 1.08 .94 1.27 ... 10.09 5.23 VikingTherap VKTX ... dd 6.02 +0.15 –.54 –.79 –1.04 ... Illinois Tool Works April 30 9:00AM Q1
34.64 10.22 TranslateBio TBIO ... dd 21.61 +2.77 –.80 –.28 1.10 ... 27.88 21.00 VillageSuper A VLGEA 4.0 12 24.80 –0.10 1.72 2.13 2.30 .25 Illumina April 27 4:00PM Q1
49.50 11.51 TransMedics TMDX ... dd 28.78 +1.75 –1.16 –1.07 –.82 ... 19.46 11.48 VinciPartnersInvt VINP ... ... 11.82 –0.43 ... 3.93 5.44 ... Ingersoll Rand April 29 7:00AM Q1
35.99 8.15 TravelCenters TA ... dd 26.74 +0.20 –1.23 ... ... ... 18.99 4.84 ViomiTech VIOT ... 23 8.14 +0.29 ... 2.29 5.83 ... Intercontinental Exchange April 29 7:30AM Q1
19.83 4.19 Travelzoo TZOO ... dd 15.15 –0.57 –1.18 .24 .70 ... 18.49 6.52 ViperEnergyPtrs VNOM 3.2 dd 17.28 +0.68 –2.84 .30 .37 .14
33.09 14.12 TravereTherap TVTX ... dd 24.14 –0.81 –3.56 –2.09 –1.64 ... 141.01 25.31 VirBiotech VIR ... dd 48.91 +2.53 –2.51 –1.30 –.51 ...
International Paper Co April 29 9:00AM Q1
28.55 17.00 TreaceMed TMCI ... ... 25.53 +8.53 ... ... ... ... 24.80 3.92 ViractaTherap VIRX ... dd 8.74 +0.74 –5.36 –.85 –1.10 ... Interpublic of Companies April 28 7:30AM Q1
19.57 9.90 TreanInsurance TIG ... 10 17.44 +0.44 2.07 .95 ... ... 4.61 1.94 VircoMfg VIRC ... dd 3.08 –0.09 .15 –.03 .31 ... Invesco Ltd April 27 8:00AM Q1
6.60 1.63 TremontMortgage TRMT 6.5 6 6.16 –0.10 1.07 .84 .99 .10 32.35 20.93 VirtuFinancial VIRT 3.1 6 30.83 –0.75 5.16 3.40 2.79 .24 Johnson Controls International PLC April 30 7:30AM Q2
8.50 2.13 TreviTherap TRVI ... dd 2.34 –0.06 –1.81 ... ... ... 270.00 73.49 VirtusInvtPtrs VRTS 1.3 26 256.81 –3.19 10.02 ... ... .82 Juniper Networks April 27 4:00PM Q1
18.54 7.30 TribunePub TPCO ... dd 17.44 –0.93 –1.08 1.14 1.30 ... 147.55 49.23 Visteon VC ... dd 117.95 –2.25 –2.01 2.92 5.61 ... Kraft Heinz Co April 29 8:00AM Q1
32.99 3.74 Tricida TCDA ... dd 4.67 –0.01 –5.29 –3.82 –3.38 ... 43.30 19.49 VitalFarms VITL ... cc 25.52 +0.70 .27 –.06 .04 ... Laboratory Corporation of America April 29 8:00AM Q1
51.66 23.05 TriCoBancshares TCBK 2.1 22 46.81 –0.29 2.16 3.01 2.90 .25 17.00 11.32 Vitru VTRU ... cc 12.71 +0.01 .54 1.71 3.34 ... Marsh & McLennan Companies April 27 7:30AM Q1
36.62 18.05 TriMas TRS ... dd 31.34 +0.11 –1.83 1.73 1.96 ... 19.45 13.14 Vodafone VOD 5.6 19 18.69 –0.26 –.35 ... ... .5325
84.87 31.65 Trimble TRMB ... 53 82.54 +0.57 1.55 2.36 2.66 ... 15.72 7.88 Vonage VG ... dd 14.04 +0.69 –.15 .22 .25 ... Masco April 28 7:00AM Q1
6.82 1.20 TrinityBiotech TRIB ... 6 3.59 –0.01 –1.22 .32 .32 ... 63.62 25.32 VorBiopharma VOR ... ... 29.75 –0.35 ... ... –2.85 ... Mastercard April 29 8:00AM Q1
15.99 13.46 TrinityCapital TRIN ... ... 14.68 –0.03 ... 1.35 1.69 ... 14.62 4.35 VoyagerTherap VYGR ... 5 4.67 +0.11 .98 ... ... ... Mcdonald's April 29 7:30AM Q1
45.19 22.35 Trip.com TCOM ... dd 38.54 +2.03 –6.26 3.17 10.64 ... 75.49 26.96 Vroom VRM ... dd 45.49 +4.01 –2.76 ... –1.64 ... MGM Resorts International April 28 4:00PM Q1
64.95 14.53 TripAdvisor TRIP ... dd 50.99 –1.59 ... .06 1.25 ... Microsoft April 27 4:30PM Q3
26.42
15.45
11.73
5.86
TriStateCapital
Triterras
TSC
TRIT
...
...
19
cc
23.57
7.60
–0.36
–0.03
1.30
–.10
1.36
.64
1.90
.95
...
... W Mid-America Apartment Communities
Mohawk Industries
April 29
April 30
9:00AM
10:00AM
Q1
Q1
97.49 19.50 TriumphBancorp TBK ... 23 91.65 –4.83 2.53 4.16 4.01 ... Molson Coors Beverage Co April 29 10:00AM Q1
5.88 1.25 trivago TRVG ... dd 3.68 –0.01 ... –.02 .03 ... 19.98 4.82 WaveLifeSci WVE ... dd 6.07 –0.20 –3.82 –1.89 –1.97 ...
6.47 2.21 TrueCar TRUE ... 6 4.27 –0.50 .72 ... ... ... 333.42 165.91 WD-40 WDFC 1.1 47 258.19 +0.67 4.40 ... 5.63 .72 Mondelez International April 27 4:00PM Q1
126.53 24.85 Trupanion TRUP ... dd 82.66 +1.47 –.16 –.25 –.04 ... 55.18 21.78 WSFS Financial WSFS 1.0 22 49.66 –0.41 2.27 3.37 3.80 .13 Moody's April 28 10:30AM Q1
7.95 4.79 TrustcoBank TRST 3.7 14 7.45 –0.10 .54 ... ... .0681 16.05 13.00 WVS Financial WVFC 2.5 16 15.80 ... 1.41 1.56 1.12 .10 MSCI April 27 10:00AM Q1
36.31 20.08 Trustmark TRMK 2.8 13 33.35 +0.02 2.51 ... ... .23 37.35 17.75 WW Intl WW ... 27 28.75 –0.35 1.07 ... ... ... Newell Brands April 30 9:00AM Q1
5.85 1.06 Waitr WTRH ... 19 2.56 –0.10 .15 .14 .16 ...
5.28 0.74 Tuniu TOUR ... dd 3.01 +0.16 ... ... ... ...
57.05 33.36 WalgreensBoots WBA 3.5 dd 53.02 –0.28 .52 4.79 5.19 .4675 Newmont Corporation April 29 9:00AM Q1
141.30 46.86 TurningPtTherap TPTX ... dd 72.35 –0.68 –3.85 –3.95 –4.93 ... Norfolk Southern April 28 7:45AM Q1
35.74 8.54 TurtleBeach HEAR ... 13 29.38 +3.76 2.37 1.33 1.68 ... 39.61 25.61 WarnerMusic WMG 1.3 dd 37.73 +0.78 –.82 .65 1.00 .12
41.50 32.13 TuSimple TSP ... ... 39.55 –0.40 ... ... ... ... 34.00 20.01 WashingtonFederal WAFD 2.8 17 32.97 –0.09 2.26 2.10 2.23 .23 Northrop Grumman April 29 8:00AM Q1
44.45 12.67 21 Vianet VNET ... dd 29.39 +1.48 ... –2.94 –2.54 ... 55.07 26.92 WashTrBcp WASH 3.9 12 52.92 +1.28 4.00 ... 3.74 .52 Nov April 28 10:00AM Q1
10.48 4.66 TwinDisc TWIN ... dd 10.09 –0.16 –3.03 –.80 –.28 ... 21.41 12.10 WaterstoneFinl WSBF 3.9 6 20.46 –0.34 3.30 1.90 1.50 .20 NXP Semiconductors NV April 27 7:00AM Q1
214.07 29.56 TwistBiosci TWST ... dd 133.12 –2.12 –3.57 –3.04 –2.90 ... 36.79 10.86 Watford WTRE ... 11 34.82 –0.02 3.04 2.73 2.49 ... ONEOK April 28 10:00AM Q1
59.74 20.57 2U TWOU ... dd 40.56 +0.75 –3.22 ... ... ... 26.50 14.55 WaysideTech WSTG 2.8 24 24.68 –0.67 1.01 1.44 1.60 .17 Otis Worldwide April 26 7:30AM Q1
63.55 28.93 Weibo WB ... 38 51.67 +2.19 ... 2.57 ... ... Paccar April 27 10:00AM Q1
24.91 18.13 Wendy's WEN 1.2 44 22.60 +0.13 .52 ... .81 .09
U 48.81 35.15 WernerEnterprises WERN .9 19 45.41 –2.69 2.44 3.21 3.33 .10 Packaging Corp of America
Parker-Hannifin
April 27
April 29
8:00AM
10:00AM
Q1
Q3
38.72 17.46 WesBanco WSBC 3.5 21 37.59 +0.86 1.77 ... ... .33
85.30 35.59 UFP Inds UFPI .7 16 81.40 +0.34 4.00 5.39 ... .15 26.78 14.50 WestBancorp WTBA 3.6 12 24.69 –0.78 1.98 2.58 2.47 .22 Phillips 66 April 30 11:00AM Q1
99.82 40.02 UMB Fin UMBF 1.4 16 94.59 +0.25 5.93 5.69 ... .32 66.85 51.32 WestamericaBncp WABC 2.5 21 64.80 +0.03 2.98 3.03 ... .41 Pripal Financial April 28 9:00AM Q1
21.89 3.78 USA Truck USAK ... 29 15.25 –1.48 .53 1.73 1.93 ... 74.66 33.53 WesternDigital WDC ... cc 68.07 –0.82 –.84 3.07 7.47 ... PTC April 28 4:00PM Q2
78.99 14.77 US Concrete USCR ... 42 63.76 –2.24 1.53 2.38 3.45 ... 9.24 4.61 WestNewEngBncp WNEB 2.5 18 7.87 –0.24 .45 .60 .62 .05 Public Storage April 29 11:00AM Q1
45.72 26.69 US Ecology ECOL ... dd 42.66 +0.29 –12.51 .80 ... ... 12.95 0.80 WestportFuelSys WPRT ... dd 6.89 +0.40 –.05 .08 .10 ... Pulte April 27 7:30AM Q1
156.00 66.02 US Lime&Min USLM .4 29 144.60 –1.40 5.00 1.83 2.25 .16 24.89 15.13 WeycoGroup WEYS 4.6 dd 21.05 –0.75 –.87 1.43 1.53 .24
54.99 18.57 Willdan WLDN ... dd 39.28 –0.31 –1.23 1.78 2.55 ... Qualcomm April 28 3:45PM Q2
24.77 8.56 uCloudlink UCL ... dd 13.29 +2.98 –2.50 ... ... ... Raytheon Technologies April 27 7:30AM Q1
351.00 186.01 UltaBeauty ULTA ... cc 328.44 –2.27 3.11 9.63 11.88 ... 47.78 14.11 WillisLease WLFC ... 41 42.74 +0.23 1.05 1.10 1.40 ...
65.33 14.80 UltraClean UCTT ... 29 54.11 +0.38 1.89 3.57 3.99 ... 245.00 173.06 WillisTowers WLTW 1.2 30 232.89 –7.51 7.65 12.27 13.25 .71 Resmed April 29 3:30PM Q3
179.65 57.10 UltragenyxPharm RARE ... dd 109.87 +1.15 –3.07 –5.32 –4.41 ... 29.50 3.20 WiMiHologram WIMI ... ... 6.01 +0.19 ... .20 .31 ... Rockwell Automation April 28 7:30AM Q2
9.20 5.10 Ultralife ULBI ... 25 8.26 –0.17 .33 .39 .51 ... 172.87 108.56 Wingstop WING .4 cc 142.37 +5.12 .78 1.29 1.72 .14 S&P Global April 29 7:30AM Q1
19.24 8.88 Umpqua UMPQ 4.5 9 18.49 +0.15 –6.92 ... ... .21 200.99 120.70 Winmark WINA .9 23 191.99 –4.38 7.72 2.01 2.25 .45 SBA Communications April 26 4:00PM Q1
8.60 3.95 UnicoAmerican UNAM ... dd 4.65 –0.11 –4.05 .55 .70 ... 87.85 29.51 WintrustFin WTFC 1.6 12 77.18 –1.02 4.68 ... 5.30 .31 ServiceNow April 28 4:00PM Q1
33.19 17.07 UnionBankshares UNB 4.1 11 32.59 +1.59 2.85 2.63 3.20 .33 6.93 2.48 WisdomTreeInvs WETF 1.9 dd 6.47 –0.09 –.25 .30 .35 .03
22.40 3.90 WISeKey WKEY ... dd 9.95 +0.91 ... –.32 –.50 ... Skyworks Solutions April 29 3:30PM Q2
71.45 28.58 uniQure QURE ... dd 32.28 –1.79 –2.81 .08 –1.51 ... Stanley Black & Decker April 28 7:00AM Q1
63.70 18.18 UnitedAirlines UAL ... dd 53.11 –2.76 –25.30 –13.39 2.41 ... 362.07 122.24 Wix.com WIX ... dd 296.10 +0.85 –3.03 –1.34 –.40 ...
29.00 13.00 UnitedBancshares UBOH 2.5 7 27.75 +0.05 4.16 ... ... .17 127.91 50.50 Woodward WWD .5 35 124.18 +0.51 3.74 ... 4.45 .1625 Stryker April 27 3:30PM Q1
41.61 20.57 UnitedBkshrsWV UBSI 3.5 17 39.67 +0.30 2.40 2.51 2.33 .35 282.77 140.50 Workday WDAY ... dd 254.80 –1.55 –1.19 ... 3.49 ... Synchrony Financial April 27 7:30AM Q1
36.67 14.95 UtdCmtyBks UCBI 2.2 14 33.41 –0.42 1.91 ... 2.34 .19 170.98 47.72 WorldAcceptance WRLD ... 14 129.33 –2.49 3.54 10.63 7.60 ... Teledyne Technologies April 28 10:00AM Q1
36.40 18.83 UnitedFire UFCS 1.9 dd 32.25 –1.63 –4.50 –.03 1.22 .15 143.88 67.54 WynnResorts WYNN ... dd 124.15 –3.13 –19.37 –3.99 1.76 ... Teradyne April 28 7:30AM Q1
18.30 13.18 UnitedGuardian UG 4.8 21 15.05 –0.26 .72 1.02 1.07 .36 Texas Instruments April 27 3:30PM Q1
8.92 5.32 UnitedSecBcshrs UBFO 5.4 18 8.09 +0.27 .53 .85 .99 .11 XYZ Thermo Fisher Scientific April 29 7:30AM Q1
212.62 98.37 UnitedTherap UTHR ... 18 207.50 +3.77 11.54 13.09 15.46 ... UDR April 28 12:00PM Q1
13.40 6.02 Uniti UNIT 5.5 dd 10.96 +0.12 –3.47 ... ... .15 46.32 15.48 XOMA XOMA ... 91 37.29 –0.21 .78 –.16 .15 ... United Parcel Service April 27 7:30AM Q1
23.37 10.56 UnityBancorp UNTY 1.5 9 21.43 –0.48 2.19 ... ... .08 52.94 21.12 XP XP ... 58 40.03 +1.16 ... 4.87 6.19 ... United Rentals April 29 10:00AM Q1
15.44 2.72 UnityBiotech UBX ... dd 5.00 –0.34 –1.84 –1.67 –1.15 ... 21.48 12.76 XBiotech XBIT ... dd 16.91 +0.10 –.36 .23 .20 ...
262.77 136.09 UnivDisplay OLED .4 80 223.57 –5.68 2.80 3.96 5.28 .20 4.15 0.60 XcelBrands XELB ... dd 1.56 –0.18 –.68 ... .17 ...
Universal Health Services April 27 8:00AM Q1
65.02 33.75 UnivElectro UEIC ... 20 55.41 –1.12 2.72 4.30 4.98 ... 76.44 56.07 XcelEnergy XEL 2.6 25 71.08 +0.71 2.79 2.97 3.17 .4575 Vertex Pharmaceuticals April 29 4:30PM Q1
27.95 11.70 UnivLogistics ULH 1.7 13 24.05 –2.23 1.78 3.18 3.60 .105 58.35 26.80 Xencor XNCR ... dd 43.58 +1.32 –1.21 –2.28 –2.72 ... Visa April 27 4:00PM Q2
11.41 5.12 UnivStainless USAP ... dd 9.09 –0.47 –2.16 –1.34 –.05 ... 21.94 9.32 XenonPharms XENE ... dd 17.97 –1.66 –.81 –1.44 –2.01 ... Waste Management April 27 9:00AM Q1
11.99 3.40 UniversePharm UPC ... ... 3.50 –0.37 ... ... ... ... 7.94 1.75 XerisPharm XERS ... dd 4.00 +0.09 –2.14 –1.22 –.64 ... Welltower April 29 8:00AM Q1
30.14 13.20 UnivestFin UVSP 2.9 17 27.72 –0.33 1.60 ... 2.16 .20 7.44 0.97 XiaobaiMaimai HX ... ... 1.56 +0.08 –4.38 ... ... ... West Pharmaceutical Services April 29 8:00AM Q1
38.50 2.63 UpFintech TIGR ... cc 20.93 +1.76 ... .31 .53 ... 154.93 80.45 Xilinx XLNX .0 52 129.66 +1.02 3.11 2.98 3.35 .38 Western Digital April 29 3:30PM Q3
52.00 26.56 UplandSoftware UPLD ... dd 50.24 –0.45 –1.92 1.81 1.92 ... 25.03 11.03 Xperi XPER .9 14 21.19 –1.21 1.75 1.80 .82 .05 Westinghouse Air Brake Technologies April 29 7:30AM Q1
165.66 22.61 Upstart UPST ... ... 107.38 +2.73 ... .47 .83 ... 11.22 2.55 Xunlei XNET ... dd 5.44 –0.01 –.21 ... ... ...
63.88 7.50 Upwork UPWK ... dd 48.12 –0.89 –.19 .01 .15 ... 55.22 24.78 Y-mAbsTherap YMAB ... dd 27.35 +1.13 –2.97 –1.41 ... ... Weyerhaeuser Co April 30 9:00AM Q1
41.95 14.41 UrbanOutfitters URBN ... cc 38.50 +1.19 .01 ... 2.27 ... 74.32 35.01 Yandex YNDX ... 62 60.88 –1.05 ... 72.36 124.49 ... Willis Towers Watson PLC April 29 8:00AM Q1
30.89 17.01 UroGenPharma URGN ... dd 19.61 +1.26 –5.90 –4.90 –2.85 ... 10.20 1.38 Yellow YELL ... dd 8.73 –0.04 –1.28 –.45 .12 ... Xcel Energy April 29 9:00AM Q1
109.00 77.22 UtahMedProducts UTMD 1.3 30 88.10 +0.60 2.94 3.02 3.17 .285 52.50 39.50 YorkWater YORW 1.5 41 51.58 –0.39 1.27 1.31 1.35 .1874 Yum! Brands April 28 7:00AM Q1
2.54 0.82 UTStarcom UTSI ... ... 1.35 –0.07 –.66 –.14 .04 ... 6.05 1.67 Yunji YJ ... dd 2.03 +0.04 –.10 .35 ... ... Source: CCBN, www.ccbn.com
2.46 0.72 Uxin UXIN ... dd 2.15 +0.84 ... –2.01 –.21 ... 5.95 2.06 Ziopharm ZIOP ... dd 3.30 –0.03 –.38 –.45 –.48 ...
M24 BARRON’S April 26, 2021

Exchange-Traded Portfolios
Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.

Bats
GSMarketBetaUS GSUS 1.3 58.05 –0.06 .1598 iShFctUSGrwStyle STLG .7 34.51 –0.03 .0734 ProShsVIXSTFut VIXY ... 8.23 +0.20 ... FT JapanAlpha FJP 1.0 53.60 –0.82 .0109 InvscDWAMom PDP .0 88.36 +0.46 .0237
HartfordCoreBd HCRB 1.1 40.89 +0.07 .0417 iShUSMidBlendStyle STMB 1.4 42.82 +0.30 .1412 RareviewDynFx RDFI 4.4 28.97 +0.05 .0974 FT LC CoreAlpha FEX .9 83.91 +0.21 .0863 InvscDWASCMom DWAS .1 84.62 +0.77 .0232
HartfordLowVolIntl RODE 2.9 28.91 –0.03 .44 iShUSSmBlendStyle STSB 1.1 48.16 +0.06 .1016 RareviewTaxAdv RTAI 2.9 27.49 +0.11 .0647 FT LC GrwthAlpha FTC .1 104.80 +0.38 .037 InvscDWATechMom PTF ... 146.72 +3.06 ...
ARK AutoTech ARKQ .0 84.76 –0.08 .6561 HartfordShrtDur HSRT 2.7 41.10 +0.01 .0744 iShFctUSValStyle STLV 2.0 28.43 +0.09 .1394 RevWeightUSLC RVRS 1.6 22.60 +0.19 .3525 FT LC US Equity RNLC 1.2 31.52 +0.12 .0452 InvscDWAUtilMom PUI 2.3 34.30 –0.03 .1836
ARKGenomicRev ARKG .0 89.58 +0.88 .4256 InnovDoubStkJan DSJA ... 27.72 –0.01 ... iShFloatingRateBd FLOT .9 50.76 ... .0219 SPDRDoubleEMFixed EMTL 3.1 50.54 –0.08 .1183 FT LC Value FTA 1.6 65.45 +0.05 .1726 InvscDivAchvrs PFM 1.7 35.92 +0.04 .1316
ARK Israel Innov IZRL ... 32.00 +0.04 ... InnovDoubStkOct DSOC ... 30.01 –0.04 ... iShGlbxUSDHiYdCpBd HYXU 1.4 57.04 +0.38 .8181 SPDRDoubleShDurTR STOT 1.5 49.73 +0.04 .0593 FT LatAmAlpha FLN 1.4 19.52 +0.11 .0494 InvscIntLowBeta IDLB 1.1 31.00 +0.21 .1503
ArkSpaceExpln ARKX ... 20.70 –0.27 ... InnovDbStk9Jan DBJA ... 26.93 –0.01 ... iShGlbHiCorpBdFd GHYG 4.5 50.75 +0.28 .2034 SPDRNuvMuniBd MBND .3 30.12 +0.03 .0086 FT LowDurOpp LMBS 2.2 51.09 –0.01 .09 InvscFTSEUS1500SM PRFZ .8 181.41 +0.47 .3859
AVDR US LC ESG AVDG ... 28.29 +0.36 ... InnovDbStk9Oct DBOC ... 28.39 +0.05 ... iShGoldStrategy IAUF 8.2 54.59 –0.07 4.4706 SabaClosedEndFds CEFS 8.1 20.81 –0.18 .14 FT LowDurStrat LDSF 2.5 20.27 –0.04 .035 InvscGlblWater PIO .8 38.87 +0.65 .0057
AVDR US LC Ldg AVDR ... 28.55 –0.01 ... InnovGrowthAccQ XDQQ ... 26.79 –0.06 ... iShiBdsDec2028Muni IBMQ 1.2 27.46 +0.03 .0235 2ndVoteLifeNeutral LYFE .1 29.69 –0.24 .0264 FT MgdMuni FMB 2.1 56.98 –0.01 .0975 InvscGoldenDragon PGJ .2 65.33 +2.90 .0817
AffinityWorldLdr WLDR 1.6 26.69 +0.09 .0828 InnovGrwAccPlApr QTAP ... 26.86 –0.17 ... iShiBdsDec25Muni IBMN 1.0 28.10 +0.01 .0176 2ndVoteSocDef EGIS .1 31.43 –0.19 .026 FT MC CoreAlpha FNX .8 98.12 +0.51 .0128 InvscHYBd IHYF 3.6 25.63 –0.04 .0862
AgilityDynTacti THY 3.0 25.24 –0.02 .0727 InnovNasd100Oct NOCT ... 37.65 –0.03 ... iShiBdsDec24Muni IBMM 1.1 27.09 –0.01 .02 SirenDivDefender DFND ... 37.90 +0.25 ... FT MC GrwthAlpha FNY .2 70.63 +0.49 .0697 InvscHYEquDivAch PEY 3.6 20.62 –0.15 .0664
AgilityMgdRisk MRSK 3.0 30.14 –0.03 1.1989 InnovNasd100Apr NAPR ... 36.57 –0.08 ... iShiBdsDec27Mun IBMP 1.1 27.17 +0.01 .021 SirenDivLdrsDiv LEAD .8 52.48 +0.29 .0964 FT MC US Equity RNMC 1.1 29.07 +0.19 .0546 InvscIntlBuyBkAch IPKW 1.2 44.66 +0.01 .2124
AlphaIntQuMom IMOM .2 35.60 –0.56 .084 InnovNasd100Jan NJAN ... 39.78 –0.07 ... iShiBdsDec26Muni IBMO .9 27.04 +0.03 .0152 SmartSustEnerII SULR ... 32.00 +0.64 ... FT MC ValAlpha FNK 1.2 44.97 +0.18 .0429 InvscIntlDivAch PID 2.9 17.13 –0.06 .0981
AlphaIntQuVal IVAL .8 29.62 –0.20 .1699 InnovNasd100Jul NJUL ... 45.82 –0.06 ... iShiBdsDec23Muni IBML 1.3 26.18 –0.01 .0249 StrategyResRobust ROMO .9 27.34 –0.02 .2422 FT MCGrAlpDX FAD .2 113.94 +0.64 .0528 InvscKBWBank KBWB 2.0 63.34 –0.03 .2905
AlphaUSQuMom QMOM ... 54.71 +0.59 ... InnovRuss2000Jul KJUL ... 26.50 +0.04 ... iShBds2025TermHY IBHE 5.5 25.11 +0.01 .1023 SwanHdgEqUSLC HEGD ... 17.82 –0.01 ... FT MuCValAlpha FAB 1.3 71.28 +0.04 .1182 InvscKBWHiDvYdFn KBWD 7.0 20.12 –0.09 .1159
AlphaUSQuVal QVAL 1.6 33.83 –0.10 .0952 InnovRuss2000Oct KOCT ... 26.69 +0.03 ... iShiBds2024TermHY IBHD 5.1 24.68 +0.05 .0914 3DPrintingETF PRNT ... 39.03 +0.11 ... FTMuniCEFIncmOpp MCEF 3.4 20.66 ... .0625 InvscKBWPrEquREIT KBWY 8.1 22.87 +0.03 .1135
AlphaArchValMom VMOT ... 28.22 –0.13 ... InnovRuss2000Apr KAPR ... 27.27 +0.06 ... iShBds2021TermHY IBHA 3.0 24.22 ... .0382 TrendAggSG TEGS .0 28.13 +0.10 3.0537 FTMuniHiIncm FMHI 3.0 55.19 –0.06 .14 InvscKBWP&CIns KBWP 1.8 78.71 +0.92 .5283
AlphaCloneAltAlpha ALFA .5 80.08 –0.39 .3668 InnovRuss2000Jan KJAN ... 30.82 +0.15 ... iShBds2026TermHY IBHF 5.2 25.58 +0.02 .0969 TrendAggUS TAEQ .0 27.57 +0.07 2.1143 FT NasdComBk QABA 1.9 57.98 +0.39 .2069 InvscKBWRegBkg KBWR 2.1 62.91 +0.54 .3008
AmCentFocDyn FDG .0 79.61 –0.21 .0078 InnovS&P500Buff BJUL ... 31.21 +0.06 ... iShBds2023TermHY IBHC 5.4 24.65 +0.06 .1001 TrimDonForRisk DFNV .0 28.00 +0.07 .0053 FT NasdCleanEdge QCLN .2 68.23 +2.83 .0708 InvscNasdNext100 QQQJ .3 33.47 +0.26 .0276
AmCentFocLCV FLV 1.2 59.50 –0.07 .2578 InnovS&P500BuffO BOCT ... 31.71 –0.04 ... iShBds2022TermHY IBHB 5.1 24.28 +0.03 .0652 TrimDonForTact DFHY 2.1 25.11 +0.01 .1705 FT NasdClEdSmGr GRID .6 90.19 +0.64 .0499 InvscNasd100 QQQM .5 139.50 –1.09 .1575
AmCentQualCv QCON .3 48.16 +0.12 .0421 InnovS&P500BuffA BAPR ... 30.95 +0.02 ... iShInflHdgCpBd LQDI 2.3 28.74 +0.07 .0577 TrimTabsIntlFrCsh TTAI .6 34.96 +0.04 .2029 FT NasdCybersec CIBR .2 44.40 –0.07 .027 InvscNasdInt PNQI ... 243.61 –3.43 ...
AmCentQualPfd QPFF 2.1 41.17 +0.09 .2198 InnovS&P500Aug BAUG ... 31.17 –0.01 ... iShIntlAggregateBd IAGG 1.8 55.00 +0.11 .0476 TrimTabsUSFrCsh TTAC .4 52.04 +0.08 .1894 FT NasdGlblAuto CARZ .6 57.77 –1.61 .1777 Invsc1-30LadTrea PLW .9 35.77 +0.10 .029
AmCustSatisfCore ACSI .7 48.59 +0.06 .3523 InnovS&P500Dec BDEC ... 32.56 +0.01 ... iShIntlDevSCV ISVL ... 36.23 –0.09 ... TrueStructOutApr APRZ ... 25.74 –0.03 ... FT Nasd100xTech QQXT .3 84.32 +0.28 .0978 InvscQQQI QQQ .5 339.42 –2.59 .3947
AnfieldCapDiv DALT 1.7 10.35 +0.16 .0131 InnovS&P500Feb BFEB ... 29.88 –0.05 ... iShIntlDivGrowth IGRO 2.3 67.63 +0.15 .3954 TrueStructOutAug AUGZ ... 30.34 +0.24 ... FT Nasd100Tech QTEC .3 151.26 –1.18 .007 InvscRAFIStDvxUS ISDX 1.8 30.39 –0.31 .1683
AnfieldDynFix ADFI 1.0 9.70 ... .0012 InnovS&P500Jan BJAN ... 35.02 –0.01 ... iShLiquidityIncm ICSH .8 50.52 +0.01 .0203 TrueStructOutDec DECZ ... 27.70 –0.03 ... FT NasdArtlIntel ROBT .1 54.22 –0.01 .0505 InvscRAFIStratEM ISEM 2.5 29.70 +0.07 .0472
AnfieldUSEquity AESR .7 13.23 –0.01 .0548 InnovS&P500BuffJun BJUN ... 32.07 ... ... iShMSCIArgentina AGT .9 25.78 –0.22 .1711 TrueStructOutFeb FEBZ ... 27.05 –0.05 ... FTNasdaqBk FTXO 1.9 31.42 –0.33 .06 InvscRAFIStratUS IUS 1.5 36.27 –0.05 .1473
AnfieldUnivFx AFIF 1.2 9.71 ... .0116 InnovS&P500BuffMar BMAR ... 32.04 –0.02 ... iShMSCIChileCapped ECH 1.9 34.28 –1.40 .1472 TrueStructOutJan JANZ ... 27.49 +0.43 ... FT NasdFood&Bev FTXG 1.2 26.13 ... .0502 InvscRAFIStrUSSm IUSS .6 37.29 +0.02 .0648
AptusColIncmOpp ACIO .8 29.70 +0.03 .0667 InnovS&P500BffMay BMAY ... 30.47 +0.10 ... iShMSCIChinaAETF CNYA 1.1 42.61 +1.80 .3541 TrueStructOutJul JULZ ... 31.80 +0.32 ... FT NasdOil&Gas FTXN 1.3 14.93 –0.23 .0142 InvscR1000LoBeta USLB 2.0 38.93 +0.17 .1052
AptusDefRisk DRSK 1.1 29.49 –0.13 .0426 InnovS&P500BuffN BNOV ... 31.29 +0.02 ... iShMSCIDenmarkCap EDEN .4 103.99 +1.95 .0472 TrueStructOutMar MARZ ... 26.46 –0.03 ... FT NasdPharm FTXH .9 26.16 +0.20 .0771 InvscS&PSCCnsDisc PSCD .3 114.27 –0.41 .0885
AptusDrawMgd ADME .3 38.66 –0.05 .0311 InnovS&P500JSep BSEP ... 31.20 ... ... iShMSCIEmgMulti EMGF 1.8 53.93 +0.58 .5472 TrueStructOutNov NVMZ ... 30.15 +0.22 ... FT NasdRetail FTXD .6 31.67 –0.13 .0099 InvscS&PSCCnsStpl PSCC 1.8 102.37 –0.09 .4592
ArrowResCapMgmt ARCM .5 100.05 +0.01 .0119 InnovS&P500Divrs BUFF 1.5 34.42 –0.02 .0666 iShMSCIEurozone EZU 1.9 49.05 +0.09 .623 TrueStructOutOct OCTZ ... 29.58 +0.32 ... FT NasdSemicon FTXL .4 66.07 –0.81 .0073 InvscS&PSCEner PSCE .5 5.83 –0.25 .003
BarclaysETN+Select ATMP 6.1 14.26 +0.19 .2182 InnovS&P500Pwr PJUL ... 29.47 +0.03 ... iShMSCIFinlandCap EFNL 2.6 49.40 +1.06 .5702 TrueStructOutSep SEPZ ... 28.97 –0.04 ... FT NasdaqTrans FTXR .2 33.49 +0.31 .042 InvscS&PSCFinls PSCF 2.2 58.26 +0.44 .3467
BarcRetDisability RODI ... 114.15 +0.57 ... InnovS&P500PwrF PFEB ... 27.98 –0.06 ... iShMSCIGermanySC EWGS 1.0 81.98 +0.17 .3159 UphldgsCompKings KNGS ... 28.47 –0.27 ... FT Nasd100 EW QQEW .3 108.34 –0.19 .0776 InvscS&PSCHlthCr PSCH ... 189.60 +3.49 ...
BarclaysWILETN WIL ... 91.31 –0.57 ... InnovS&P500PwrN PNOV ... 29.96 –0.13 ... iShMSCIGlbMet&MnPr PICK 1.8 45.87 +0.09 .4633 VanEckAMTFrIntMuni ITM 1.9 51.83 +0.09 .0803 FT RBA AmerInd AIRR .1 41.77 +0.19 .0034 InvscS&PSCIndls PSCI .6 95.86 +0.47 .2371
BlkRkHYMuniIncm HYMU ... 25.85 +0.08 ... InnovS&P500PwrA PAPR ... 28.06 +0.01 ... iShMSCIGlSilverMin SLVP 2.5 16.30 –0.05 .3873 VanEckAMTFrLgMun MLN 2.4 21.74 +0.04 .0449 FTRisingDivAch RDVY 1.3 47.64 –0.12 .117 InvscS&PSCInfTech PSCT .1 141.88 +0.30 .0127
CabotGrowth CBTG ... 29.45 +0.11 ... InnovS&P500Aug PAUG ... 29.13 –0.02 ... iShMSCIEAFEGrowth EFG .8 106.66 +0.52 .3525 VanEckAMTFrShMuni SMB 1.4 18.11 +0.02 .0189 FT RiverFrDynAP RFAP 1.9 58.72 –0.22 .1876 InvscS&PSCMatls PSCM 1.3 63.85 –0.14 .0689
CambriaEmSharehldr EYLD 2.9 39.58 +0.12 .1064 InnovS&P500PwrD PDEC ... 30.13 –0.01 ... iShMSCIIndiaETF INDA .3 40.05 –1.14 .0316 VanEckCEFMuni XMPT 3.8 29.20 +0.06 .0958 FT RiverFrDynDev RFDI 1.3 69.63 +0.34 .2184 InvscS&PSCUtil PSCU 1.1 65.85 +0.77 .1792
CambriaFgnShare FYLD 2.9 27.86 –0.11 .1331 InnovS&P500Jan PJAN ... 32.04 +0.03 ... iShMSCIIndiaSC SMIN 1.0 46.98 –0.85 .0495 VanEckHYMuni HYD 3.8 62.65 +0.13 .1944 FT RiverFrDynEM RFEM 1.2 74.66 +0.05 .0491 InvscVarRateInvt VRIG 1.0 25.08 –0.02 .0174
CambriaGlbAssetAll GAA 2.3 31.53 +0.03 .0691 InnovS&P500PwrJun PJUN ... 30.70 +0.03 ... iShMSCIKuwait KWT .5 30.48 +0.33 .0742 VanEckMdyBBBCpBd MBBB 2.3 24.82 –0.02 .0469 FT RiverFrDynEur RFEU 1.9 72.36 +0.05 .0793 InvscWaterRscs PHO .3 52.75 +0.95 .0285
CambriaGlbMomentum GMOM 1.1 29.70 +0.04 .0153 InnovS&P500PwrBuff PMAR ... 30.09 –0.03 ... iShMSCINorwayCap ENOR 2.1 28.93 –0.22 .3083 VanEckMdyIGCpBd MIG 2.1 24.67 +0.08 .0447 FT S&PIntDivArist FID 3.3 18.09 ... .0231 iShAsia50ETF AIA 1.0 94.10 +0.25 .7062
CambriaGlbRlEst BLDG 2.6 31.49 +0.28 .2344 InnovS&P500PwrMay PMAY ... 28.96 +0.05 ... iShMSCI UK SC EWUS 1.7 47.97 +0.10 .4099 VanEckMornDur DURA 3.4 30.78 ... .2344 FT SMID CapRising SDVY 1.1 29.68 +0.04 .0412 iSh3-7YTreasuryBd IEI .9 130.53 +0.13 .0783
CambriaGlbTail FAIL .6 23.99 –0.07 .0672 InnovS&P500PwrO POCT ... 28.76 –0.07 ... iShMSCIEAFEValue EFV 2.2 52.15 –0.57 .6378 VanEckMornGlb GOAT 1.1 38.72 +0.15 1.0288 FT SSI Strat FCVT .9 52.11 +0.26 .04 iShBrdUSDInvCpBd USIG 2.7 59.70 +0.23 .12
CambriaGlbValue GVAL 1.7 23.02 –0.22 .0168 InnovS&P500Sep PSEP ... 29.12 –0.01 ... iShMornMultiAsst IYLD 3.9 23.81 +0.01 .1237 VanEckMornIntlMoat MOTI 2.0 36.55 –0.27 .72 FT SrLoanFd FTSL 3.2 47.84 +0.01 .109 iShCoreMSCITotInt IXUS 1.7 72.96 –0.05 .7066
CambriaMarijuana TOKE 2.9 18.68 –0.15 .0882 InnovS&P500UltA UAPR ... 25.42 +0.04 ... iShNorthAmNatRscs IGE 2.9 27.89 –0.31 .2353 VanEckMornWideMoat MOAT 1.3 72.11 –0.20 .9021 FT SC CoreAlpha FYX .6 92.40 +0.02 .1024 iShCore1-5YUSDBd ISTB 2.0 51.35 +0.04 .0745
InnovS&P500UltAug UAUG ... 28.43 ... ... iShRussell2500 SMMD 1.1 65.61 +0.65 .1572 VanEckMuni MAAX 2.7 25.01 +0.06 .0454 FT SC GrwthAlpha FYC .1 70.87 +0.36 .0606 iShCoreS&PUSGrowth IUSG .8 97.31 –0.13 .1617
CambriaShareholder SYLD 1.3 61.96 –0.08 .1278 iShIntlPfdStock IPFF 3.5 16.61 +0.02 .0391 VanEckRussia RSX 3.0 26.66 +0.35 .7988
CambriaTailRiskETF TAIL .2 18.84 +0.04 .0078 InnovS&P500UltDec UDEC ... 29.24 ... ... FT SC US Equity RNSC 1.1 29.26 +0.21 .1536 iShCoreS&PUSValue IUSV 2.0 71.13 +0.02 .3467
InnovS&P500UltFeb UFEB ... 27.16 ... ... iShShortMaturityBd NEAR 1.2 50.18 +0.01 .0356 VanEckRussiaSC RSXJ 4.3 36.78 –0.74 1.5849 FT SC Value FYT .9 51.43 –0.21 .1157 iShCoreTotalUSDBd IUSB 2.3 53.17 +0.08 .0783
CambriaTrinity TRTY 1.6 27.47 +0.01 .045 iShShrtMatMuniBd MEAR .7 50.23 +0.01 .0169 VanEckShHYMuni SHYD 3.0 25.15 +0.02 .0586
CambriaValue VAMO .9 23.11 +0.15 .0206 InnovS&P500UltJan UJAN ... 30.71 –0.03 ... FT StratIncm FDIV 4.1 50.04 –0.03 .165 iShCurrHdMSCIGrmny HEWG 2.2 32.65 –0.53 .3777
InnovS&P500UltrJul UJUL ... 26.88 ... ... iShCohen&StrsREIT ICF 2.0 61.86 +1.32 .2838 VanEckVietnam VNM .4 19.44 +0.15 .07 FT SwitzAlpha FSZ 1.4 65.49 –0.75 .1533 iShSelectDividend DVY 3.0 117.23 –0.52 .961
ClearFocVal CFCV 1.2 34.22 –0.03 .076 iSh25+YTrStrip GOVZ 1.8 20.04 +0.17 .0308 VangdESGIntlStk VSGX 1.7 63.69 +0.09 .134
CornerCapFundLC FUNL .4 32.98 –0.12 .1274 InnovS&P500UltJun UJUN ... 28.37 –0.01 ... FT TCW Opp FIXD 2.1 53.30 –0.01 .07 iShESGAdvHYCorpBd HYXF 4.4 52.20 +0.04 .1748
InnovS&P500Ultra UMAR ... 28.79 –0.06 ... iShUS Div&Buyback DIVB 1.8 38.34 –0.11 .1622 VangdESGUSCpBd VCEB 1.4 73.24 +0.26 .0975 FT TacticalHY HYLS 5.3 48.60 –0.13 .223 iShESGAdvMSCI DMXF .6 67.85 –0.05 .1972
DavisFinl DFNL 1.2 29.08 –0.18 .347 iShUSInfr IFRA 1.6 35.69 +0.09 .1045 VangdESGUSStk ESGV 1.0 77.93 +0.02 .1559
DavisSelectIntlETF DINT .3 24.69 +0.04 .064 InnovS&P500UltMay UMAY ... 27.67 +0.07 ... FT TotalUSMkt TUSA .8 47.50 +0.09 .0817 iShESGAdvMSCIEM EMXF .8 44.79 +0.40 .1734
InnovS&P500UltN UNOV ... 28.95 –0.02 ... iShUSSCValue SVAL .9 31.29 –0.04 .0704 VangdUSLiquid VFLQ 1.3 109.84 +0.86 .2799 FT USEquityDiv RNDV 2.1 29.09 +0.21 .1005 iShESGAdvUSA USXF .9 35.20 +0.08 .0674
DavisUSEquity DUSA .4 34.66 –0.13 .149 iShUSTreasuryBdETF GOVT 1.1 26.42 +0.05 .0192 VangdUSMinVol VFMV 1.8 97.13 +0.01 .1234
DavisWorldwide DWLD .2 35.27 –0.02 .075 InnovS&P500UltO UOCT ... 27.45 –0.04 ... FT UK Alpha FKU 1.2 43.68 –0.21 .2345 iShESGAwareMSCI ESGD 1.5 79.13 –0.12 .6075
InnovS&P500UltSep USEP ... 27.87 –0.02 ... JPMBetaCanada BBCA 2.1 60.74 –0.58 .2123 VangdUSMom VFMO .4 127.94 –0.06 .1097 FlexShCredScoreUS SKOR 2.1 53.84 +0.11 .0781 iShESGAwareEM ESGE 1.2 44.36 +0.22 .339
Emles@Home LIV ... 26.70 –0.54 ... JPMBetaDevAsia BBAX 2.4 59.48 +0.11 .4483 VangdUSMultifact VFMF 1.2 99.87 –0.26 .25
EmlesFedContr FEDX 2.2 28.99 –0.29 .2384 InnovS&PHiQualPfd EPRF 5.0 24.49 +0.03 .10 FlexShRealAsset ASET 1.9 32.90 +0.04 .114 iShESGAwareUSA ESGU 1.1 95.74 –0.04 .2721
InnovTripleStkJan TSJA ... 27.70 ... ... JPMBetaEurope BBEU 1.9 57.72 –0.05 .2362 VangdUSQual VFQY 1.1 116.78 +0.24 .2623 GlbXAgingPop AGNG .3 29.45 +0.67 .055 iShESG1-5YCpBd SUSB 1.6 26.03 +0.03 .0249
EmlesLuxuryGds LUXE .0 30.09 –0.15 .001 JPMBetaIntl BBIN 1.2 59.77 –0.20 .204 VangdUSValue VFVA 1.6 96.93 –0.17 .3389
EmlesMadeinAmer AMER 1.4 31.42 –0.16 .1269 InnovTripleStkOct TSOC ... 29.78 +0.03 ... VangdUltShrtBd VUSB ... 50.06 ... ... GlbXAI&Tech AIQ .5 29.71 –0.30 .0548 iShESGUSDCorpBd SUSC 2.1 27.26 +0.11 .0447
Innov20+YTrBd5Jl TFJL ... 23.48 –0.08 ... JPMBetaJapan BBJP .0 57.37 –0.73 .629 GlbXAuto&Elc DRIV .3 27.60 –0.15 .0202 iShESGEMLdrs LDEM 1.8 64.42 +0.45 .7816
EmlesProAlloc DEFN .7 24.28 ... .0656 JPMBetaUSREIT BBRE 2.5 91.57 +1.58 .1713 VirtusWMCIntlDiv VWID 3.4 29.52 –0.03 .1599
EmlesRealEstCrd REC 2.3 24.79 +0.02 .1002 Innov20+YTrB9BfJul TBJL ... 23.21 +0.15 ... WisdTrYdEnhUSST SHAG 1.5 51.20 +0.06 .035 GlbXCannabis POTX 3.8 14.10 +0.05 .1453 iShESGIUSALdrs SUSL 1.2 73.10 +0.06 .2312
InnovUSEqAcc9BfApr XBAP ... 25.98 –0.01 ... JPM Beta1-5Y BBSA .8 51.80 –0.03 .0472 GlbXCnBiotech CHB ... 18.20 +1.23 ... iShExponentialTech XT .7 62.17 +0.42 .0108
EsotericaNextG WUGI ... 53.89 +0.53 ... JPMBetaUSEquity BBUS 1.3 76.59 –0.07 .1808 WisdomDynCurrIntl DDWM 3.2 30.45 –0.14 .0618
EuclidCapGrwth EUCG ... 27.88 –0.11 ... InnovUSEqAccApr XDAP ... 26.32 –0.02 ... WisdomDynCurrIntSC DDLS 2.7 34.40 –0.31 .0142 GlbXChinaInnov KEJI ... 21.27 +1.21 ... iShFallAngelsUSDBd FALN 4.9 29.44 +0.05 .0891
InnovUSEqAccQ XDSQ ... 26.27 –0.04 ... JPMCorePlusBd JCPB 1.8 54.37 +0.02 .0756 GlbXCleanWater AQWA ... 15.72 +0.13 ... iSh5-10YIGCorpBd IGIB 2.6 59.80 +0.19 .1131
FTCboeVestBf BUFR ... 22.54 –0.05 ... JPMorganDisciplHY JPHY 4.2 51.93 ... .1814 WT EM ESG Fd RESE 1.8 38.87 +0.24 .0911
FTCboeVestFdDpBf BUFD ... 20.57 ... ... InnovUSEqAccPlApr XTAP ... 26.37 –0.02 ... JPM EM Equity JEMA ... 49.97 +0.58 ... WisdomTreeCpBdFd WFIG 2.3 53.25 +0.24 .10 GlbXCleanTech CTEC .0 21.66 +1.02 .0038 iShGNMABondETF GNMA 1.8 50.36 –0.01 .078
FTCboeVestGold BGLD ... 19.45 +0.07 ... InvscBalMulti PSMB 2.0 16.34 +0.03 .0474 JPM IntlBdOpps JPIB 2.8 51.50 –0.04 .1002 WisdomTreeUSHYCpBd WFHY 4.6 52.37 –0.04 .18 GlbXCloudComp CLOU ... 27.18 –0.16 ... iShGSCICmDynRoll COMT .3 31.64 +0.34 .0963
FTCboeVestGold IGLD 2.9 20.51 –0.02 .0489 InvscConsrvMulti PSMC 2.4 13.67 +0.02 .0454 JPM Municipal JMUB 1.8 55.12 +0.06 .0758 WisdTrUSSTCpBd SFIG 1.8 51.49 +0.05 .055 GlbXConsciousCos KRMA .9 30.58 +0.03 .1602 iShGlbCleanEnergy ICLN .4 24.50 +0.68 .03
FTCboeVestGr100Dec QDEC ... 21.24 –0.04 ... InvscFocDiscGrw IVDG ... 12.65 +0.04 ... JPM UltShtIncm JPST 1.1 50.74 +0.02 .0303 WisdTrUSSTHY SFHY 4.3 49.84 +0.06 .157 GlbX Cybersec BUG .4 27.11 –0.10 .0004 iShGlbGreenBd BGRN 1.1 54.72 +0.01 .1604
FTCboeVestGr100Mar QMAR ... 20.97 –0.02 ... InvscGrwMultAll PSMG 1.9 17.96 +0.03 .0496 JPMUltShMuni JMST .6 51.07 –0.01 .0109 WisdTrIntlESGFd RESD 1.9 30.79 +0.04 .06 GlbXDAXGermany DAX 2.0 34.19 –0.12 .40 iShGlbTimber WOOD .8 92.42 –1.61 .31
FTCboeVestIntlDec YDEC ... 21.27 –0.03 ... InvscIntlDevDyn IMFL ... 26.77 –0.21 ... LHAMktStAlpha MSVX 1.8 26.11 –0.14 .4594 WisdTrIntlQualDiv IQDG 2.0 39.53 +0.33 .3212 GlbXDataCtr VPN .6 16.58 +0.33 .0462 iShiBdsDec30Trea IBTK .7 23.23 +0.07 .0144
FTCboeVestIntlMar YMAR ... 20.62 –0.04 ... InvscModConserv PSMM 2.5 15.22 ... .0444 LHA MktStTact MSTB 1.6 30.39 +0.09 .4802 WisdTrUSMulti USMF 1.0 39.29 –0.01 .1345 GlbXecomm EBIZ .4 35.03 –0.13 .1331 iShiBdsDec28Trea IBTI .7 25.33 +0.03 .0147
FTCboeS&P500Div KNG 3.2 53.08 +0.53 .4804 InvscPureDevxNA PBDM 1.5 29.39 –0.01 .1604 LeggMasonIntLowVol LVHI 4.2 25.50 –0.08 .2312 XtrkBBUSIGCpESG ESCR 2.5 21.93 –0.03 .0442 GlbXEdu EDUT ... 17.33 +0.26 ... iShiBdsDec25Trea IBTF .7 25.73 +0.03 .0104
FTCboeUSBuffJul FJUL ... 34.27 ... ... InvscPureFTSEEM PBEE 1.6 29.97 +0.31 .0904 MainSectorRot SECT 1.2 39.79 –0.04 .0961 XtrkrsEurozone EURZ 2.5 27.05 +0.07 .2604 GlbX EM Internet EWEB ... 16.21 +0.41 ... iShiBdsDec24Trea IBTE .6 25.77 +0.03 .0116
FTCboeUSBuffApr FAPR ... 30.10 ... ... InvscPureMSCIUSA PBUS 1.2 42.46 ... .1274 MainThemInnov TMAT ... 24.12 +0.25 ... XtrkJPMEMSvn ESEB 2.9 21.67 +0.02 .0627 GlbXFinTech FINX ... 47.82 –0.11 ... iShiBdsDec29Trea IBTJ .8 25.09 +0.05 .0178
FTCboeUSBuffAug FAUG ... 36.43 –0.01 ... InvscPrMSCIUSASC PBSM .9 39.17 +0.16 .1038 Mairs&PwrMnMun MINN .0 25.26 +0.04 .0024 XtrkJPMESGUSDHY ESHY 5.8 21.26 +0.09 .0995 GlbXGen&Biotech GNOM .0 22.79 +0.49 .0324 iShiBdsDec21Trea IBTA .2 25.36 ... .0013
FTCboeUSBuffDec FDEC ... 32.61 –0.02 ... InvscPureUSAggBd PBND 2.4 25.80 –0.01 .0428 Merlyn.AIBest BOB ... 25.99 +0.04 ... GlbX Health BFIT .5 28.02 +0.04 .0979 iShiBdsDec27Trea IBTH .6 25.39 +0.04 .0121
FTCboeUSBuffFeb FFEB ... 35.54 –0.08 ... InvscPure0-5YTIPS PBTP 1.2 26.30 –0.01 .2316 GlbXInternetThings SNSR .2 34.90 +0.17 .0642 iShiBdsDec26Trea IBTG .7 25.62 +0.02 .0134
FTCboeUSBuffJan FJAN ...
FTCboeUSBuffJun FJUN ...
32.18
35.26
+0.02
+0.01
...
...
InvscRealAssets IVRA
InvscRuss1000Dyn OMFL
5.1
1.3
13.66
46.66
+0.03
+0.27
.0246
.1248
MerlynAISectSurf DUDE
MonarchAmbIncm MAMB
...
...
27.19
25.27
–0.15
+0.03
...
... NASDAQ GlbXMSCISuperDiv EFAS 3.9
GlbXMillCnsmr MILN .2
15.88
42.17
–0.15
–0.62
.0585
.0572
iShiBdsDec23Trea IBTD
iShiBdsDec22Trea IBTB
.5
.6
25.67
25.42
...
+0.01
.0044
.001
MonarchBlueChip MBCC ... 26.71 –0.10 ...
FTCboeUSBuffMar FMAR ... 31.00 –0.01 ... InvscRs1000EnhEW USEQ 2.5 35.85 +0.75 .1955 MonarchProCap MPRO ... 25.95 –0.13 ... AlpsActiveReit REIT 1.6 26.80 +0.35 .1082 GlbXNasd100Cv QYLD 11.7 22.56 –0.26 .2283 iShIndia50ETF INDY .1 42.53 –1.07 .0328
FTCboeUSBuffMay FMAY ... 35.29 +0.01 ... InvscRuss2000Dyn OMFS .8 39.95 –0.05 .0695 MotleyFool100 TMFC ... 38.08 –0.21 ... AdvShDWAlphaEW DWEQ .0 27.70 –0.04 .0053 GlXNasd100CCGrw QYLG 5.8 30.92 –0.19 .1558 iShIntlDevRealEst IFGL 2.0 28.87 –0.14 .1985
FTCboeUSBuffNov FNOV ... 37.18 +0.02 ... InvscS&P500MinVar SPMV 1.7 36.59 +0.18 .195 MotleyFoolSCGrw MFMS ... 39.11 +0.17 ... AdvShDW FSM AC DWAW .0 38.61 +0.33 .0602 GlbXRenewEner RNRG .9 16.38 +0.16 .1031 iShIntlTreasuryBd IGOV ... 53.39 +0.45 ...
FTCboeUSBuffOct FOCT ... 33.37 –0.03 ... InvscS&PIntlDev IDHD 3.9 27.45 +0.06 .2979 NuvESGEMEquity NUEM ... 35.98 +0.27 ... AdvShDW FSM US DWUS .1 36.94 –0.23 .0679 GlbX Robotics&AI BOTZ .2 35.12 –0.30 .0636 iShJPMUSDEmgBd EMB 3.9 111.43 +0.21 .348
FTCboeUSBuffSep FSEP ... 33.71 +0.03 ... InvscS&PSCHiDiv XSHD 3.9 23.31 –0.23 .0661 NuvESGIntlDev NUDM ... 31.40 –0.07 ... AdvShDorseyMc DWMC ... 35.01 +0.34 ... GlbXS&PCathDvxUS CEFA 1.6 32.07 –0.33 .2562 iShMBSETF MBB 2.0 108.70 +0.11 .1876
FTCboeUSDeepApr DAPR ... 30.07 ... ... InvscS&PSCQuality XSHQ .9 37.48 +0.46 .0566 NuvESG LC NULC 1.2 39.23 –0.02 1.42 AdvShDorseyShrt DWSH ... 8.93 –0.04 ... GlbXS&P500Catholic CATH 1.1 51.99 ... .3287 iShMSCI ACWI ACWI 1.3 99.55 –0.13 .6859
FTCboeUSDeepAug DAUG ... 34.02 –0.01 ... InvscSelectGrw IVSG ... 13.05 –0.07 ... NuvESGLCGrowth NULG .2 62.25 +0.07 1.5115 AlphaMarkActMgd SMCP .5 30.66 +0.38 .1452 GlbXSocialMedia SOCL ... 70.12 +0.38 ... iShMSCIACWIxUS ACWX 1.7 57.16 –0.08 .4912
FTCboeUSDeepDec DDEC ... 31.60 ... ... InvscUSLCCoreESG IVLC 1.1 13.39 +0.03 .038 NuvESGLCValue NULV 1.2 37.49 +0.20 .468 ArrowInvDWATact DWAT ... 13.07 +0.10 ... GlbXSuperDividAlt ALTY 7.6 13.18 +0.05 .0706 iShMSCIACxJpn AAXJ 1.0 94.66 +0.56 .6843
FTCboeUSDeepFeb DFEB ... 33.78 –0.10 ... iPathS&P500DynVIX XVZ ... 39.32 +0.42 ... NuvESGMCGrowth NUMG .0 53.88 +0.48 .3748 ClearBr AC Grw CACG .4 48.09 –0.13 .2087 GlbXSuperDivdREIT SRET 6.8 9.89 +0.07 .05 iShMSCIBrazilSC EWZS 1.1 17.02 +0.32 .0358
FTCboeUSDeepJan DJAN ... 31.18 –0.02 ... iPathS&PMLPETN IMLP 7.8 11.84 +0.22 .2091 NuvESGMCValue NUMV 1.2 36.10 +0.44 .4164 ClearBrDivStrat YLDE 1.2 39.21 –0.13 .067 GlbXTelemed EDOC .0 20.07 +0.11 .0064 iShMSCIChina MCHI 1.0 83.79 +1.60 .6037
FTCboeUSDeepJul DJUL ... 32.42 ... ... iPathBS&P500VIXMid VXZ ... 28.75 +0.75 ... NuvESGSC NUSC .4 44.63 +0.25 .1991 ClearBrLCGrw LRGE .3 53.51 –0.16 .1849 GlbX ThemGrwth GXTG .4 49.96 +0.56 .1874 iShMSCI EAFE SC SCZ 1.4 75.35 –0.26 .023
FTCboeUSDeepJun DJUN ... 33.09 +0.01 ... iPathS&P500VIX VXX1 ... 40.17 +0.93 ... NuvShTermREIT NURE 2.6 32.12 +0.73 .1507 CSX-LinksCrudeOil USOI 39.0 4.78 –0.13 .0895 GlbXVideoGames HERO .6 33.21 –0.11 .2069 iShMSCI EM Asia EEMA 1.1 92.32 +0.49 .7661
FTCboeUSDeepMar DMAR ... 30.60 ... ... iPath5-YearBear DFVS ... 16.45 –0.21 ... OShEurQualDiv OEUR 3.1 27.25 +0.23 .0202 CSXLGoldCvETN GLDI 17.0 8.85 –0.13 .1389 HighlandSrLoan SNLN 2.4 16.13 ... .027 iShMSCIEMxChina EMXC 1.4 60.74 –0.23 .5838
FTCboeUSDeepMay DMAY ... 33.17 ... ... iPathUSTrea5YrBull DFVL ... 81.43 +0.20 ... OShGlbInternet OGIG ... 55.67 +0.06 ... CSX SilverETN SLVO 36.2 6.24 –0.17 .188 IQChaikinUSLC CLRG 1.3 32.50 +0.06 .1065 iShMSCIEuropeFinls EUFN 1.2 19.56 –0.42 .0711
FTCboeUSDeepNov DNOV ... 34.36 –0.01 ... iShAdCurrHdgMSCI DEFA 2.0 32.58 –0.21 .3567 OShUSQualDiv OUSA 1.7 41.39 –0.09 .0665 DefNasdJrBio IBBJ .0 32.88 +0.74 .2998 IQ Chaikin US SC CSML 1.0 35.20 +0.01 .0746 iShMSCIEuropeSmCp IEUS 1.1 69.95 –0.01 .367
FTCboeUSDeepOct DOCT ... 31.86 –0.02 ... iShIntmGovt/CredBd GVI 1.7 115.63 +0.42 .1452 OShUSSCQualDiv OUSM 1.6 35.70 +0.37 .0401 DemLCCore DEMZ .2 26.17 +0.17 .0616 InvscActMgdETC PDBC .0 18.32 +0.16 .0013 iShMSCIGlblGoldMin RING .8 30.09 –0.03 .1443
FTCboeUSDeepSep DSEP ... 31.97 –0.01 ... iShBrdUSDHYCpBd USHY 5.2 41.33 +0.04 .18 OpusSCValue OSCV .7 33.32 +0.12 .0519 FidelityNasdaq ONEQ .6 54.49 –0.14 .062 InvscBldrSEM50ADR ADRE 1.0 57.24 +0.57 .0529 iShMSCIGlbImpact SDG .9 98.50 +0.81 .4078
FidelityBlueChipGr FBCG .0 31.08 –0.20 .002 iShConvBond ICVT 1.0 101.83 +0.55 .0575 PacerBioThreat VIRS .6 30.45 –0.10 .0594 FT AltAbsRet FAAR 2.8 29.57 +0.46 .8214 InvscBS2030CorpBd BSCU 2.0 19.33 +0.02 .0307 iShMSCIJapanEW EWJE 1.2 39.94 –0.53 .2222
FidelityBlueChipV FBCV .6 27.86 +0.03 .065 iShCoreMSCIEAFE IEFA 1.7 75.26 –0.19 .6123 PacerIntCashCow100 ICOW 2.1 32.22 –0.11 .0212 FT APxJapan FPA 2.0 35.33 –0.01 .2117 InvscBS2030MuniBd BSMU 1.7 25.58 +0.07 .0384 iShMSCIJapanVal EWJV 1.8 28.00 –0.36 .2295
FidelityGrwOpps FGRO ... 20.27 –0.06 ... iShCurrHdgMSCIEAFE HEFA 1.9 33.52 –0.37 .2631 PacerGlCashCows GCOW 3.9 31.37 –0.20 .2462 FT BICK BICK .4 38.38 +0.66 .1165 InvscBull2028CpBd BSCS 2.4 22.81 +0.01 .0421 iShMSCINewZealand ENZL 1.8 64.54 +0.05 .7631
FidelityLowDurBd FLDR .8 50.83 +0.05 .019 iShCurrHdgMSCIEM HEEM 1.4 32.75 +0.12 .313 PacerSaltHitruUS SLT 1.6 41.88 –0.11 .0435 FT BrazilAlpha FBZ 1.8 13.44 +0.25 .0695 InvscBull2025CpBd BSCP 2.1 22.28 +0.01 .0327 iShMSCIQatar QAT 2.5 19.64 +0.19 .4861
FidelityMagellan FMAG .1 21.47 +0.01 .004 iShIntlSelDividend IDV 3.9 32.42 –0.05 .4613 PacerSaltLowUS LSLT 2.5 30.78 +0.13 .281 FT BuyWrite FTHI 4.5 21.33 –0.10 .08 InvsBull25HYCpBd BSJP 4.7 24.61 –0.06 .0868 iShMSCITurkeyETF TUR 1.0 22.19 –1.59 .0776
FidelityNewMill FMIL 1.1 28.46 –0.06 .088 iShTransportAvg IYT .7 266.24 +3.69 .6696 PacerSwanSOSCon PSCX ... 21.63 –0.01 ... FT CEFIncmOpp FCEF 4.5 24.64 +0.04 .10 InvscBull2024CpBd BSCO 2.2 22.20 –0.02 .035 iShMSCIUAE UAE 4.1 13.54 +0.05 .0076
FidelityRealEst FPRO 1.9 22.38 +0.43 .108 iShU.S.Industrials IYJ .8 110.65 +0.54 .1918 PacerSwanSOSFlex PSFD ... 22.53 +0.18 ... FT CA MuniHi FCAL 2.1 54.56 +0.05 .095 InvsBull24HYCpBd BSJO 4.4 25.03 –0.07 .084 iShMornMCValue IMCV 1.9 63.59 +0.13 .3095
FidelityS-MCOpps FSMO .2 22.75 –0.04 .01 iShUSAerospace&Def ITA .9 105.48 –0.50 .3154 PacerSwanSOSFd PSFF ... 21.59 –0.01 ... FT CapStrength FTCS 1.0 74.06 +0.41 .241 InvscBull2021CpBd BSCL 1.8 21.12 –0.02 .0165 iShNasdaqBiotech IBB .2 155.31 +2.05 .1311
FidelityStkInfl FCPI 3.0 28.74 –0.05 .079 iShUSHomeConstrn ITB .4 72.09 –0.85 .0777 PacerSwanSOSMod PSMD ... 21.93 –0.01 ... FT ChinaAlphaDEX FCA 3.9 31.14 +0.54 .0382 InvsBull21HYCpBd BSJL 3.4 23.04 –0.04 .0401 iSh1-5YIGCorpBd IGSB 2.1 54.78 +0.05 .0801
FidelityTargEM FDEM 1.7 28.31 +0.17 .088 iShUSOil&GasExpln IEO 2.3 46.81 –0.96 .2601 PacerSOSConsApr PSCW ... 21.01 +0.02 ... FT CloudComp SKYY .2 102.18 –0.22 .058 InvscBull2027CpBd BSCR 2.3 21.80 +0.03 .0376 iSh13YearIntlTBd ISHG ... 83.86 +0.63 ...
FidelityTargIntl FDEV 1.8 29.02 +0.08 .158 iShUSTelecomm IYZ 2.4 33.15 +0.10 .2471 PacerSOSFlexApr PSFM ... 21.31 –0.02 ... FT DevIntlEquity RNDM 1.1 55.76 +0.15 .0988 InvscBull2026CpBd BSCQ 2.2 21.45 –0.01 .0345 iShPHLXSemicond SOXX .7 433.35 –8.33 .7557
FTLuntUSFactor FCTR .5 33.96 –0.05 .0673 iShESGAwareAgg EAOA 1.2 32.86 +0.03 .0561 PacerSOSModApr PSMR ... 21.05 –0.04 ... FT DevMkts FDT 2.5 62.58 –0.16 .2339 InvsBull26HYCpBd BSJQ 4.4 25.66 –0.06 .0919 iShPfd&Incm PFF 4.6 38.91 +0.04 .1515
FlexShCredScUSLg LKOR 3.2 58.63 +0.19 .1589 iShESGAwareCon EAOK 1.5 27.47 +0.04 .033 PacerTrendEurIndex PTEU ... 24.53 +0.11 ... FT DevMktsXUS FDTS 2.0 47.46 +0.01 .3065 InvscBull2023CpBd BSCN 2.1 21.76 –0.02 .0293 iShRuss1000PureUS AMCA 1.9 36.16 +0.16 .1753
FlexMrnUSMktFtrTlt TILT 1.2 166.63 +0.10 .3792 iShESGAwareGrw EAOR 1.2 30.65 +0.03 .0617 PacerTrendpilot450 PTMC .5 35.77 +0.17 .1712 FT DorseyDyn5 FVC .2 35.76 +0.09 .0607 InvsBull23HYCpBd BSJN 4.3 25.38 –0.05 .0779 iShS&PSC600Growth IJT .6 131.52 +0.29 .1598
FlexSTOXXGlbESGImp ESGG 1.2 137.11 –0.38 .3176 iShESGAwareMod EAOM 1.2 28.52 +0.04 .064 PacerTrendpilot100 PTNQ .2 54.14 –0.22 .0831 FT DorseyFoc5 FV ... 46.62 +0.10 ... InvscBull2022CpBd BSCM 2.0 21.65 –0.02 .0296 iShS&P EM Infra EMIF 2.5 24.76 –0.16 .3221
FlexSTOXXUSESGImp ESG 1.1 102.14 –0.23 .2394 iShESGMSCIUSASC ESML .9 39.98 +0.26 .0926 PacerTrendpilot750 PTLC 1.0 36.51 –0.04 .3523 FT DorseyIntl5 IFV 1.3 23.67 –0.12 .1087 InvsBull22HYCpBd BSJM 3.9 23.32 –0.08 .0673 iShGlobalInfra IGF 2.2 46.41 –0.12 .5794
FlexShUSQualLC QLC 1.2 45.69 –0.14 .1049 iShESGScrS&P500 XVV .9 32.01 –0.02 .0468 PacerUSCashCows100 COWZ 1.6 42.17 –0.10 .1263 FT DW Momentum DDIV 2.0 30.43 +0.15 .059 InvscBS2028HY BSJS 4.6 25.36 –0.13 .0966 iShShortTreaBd SHV .2 110.52 +0.01 .1554
FormulaHdgGrwth FFHG .2 35.30 +0.10 .0734 iShESGScrS&PMC XJH 1.0 37.89 +0.37 .0705 PacerUSSCCash100 CALF .4 41.86 –0.43 .01 FT DW Mom&Low DVOL .4 26.71 +0.39 .0107 InvscBS2028MuniBd BSMS 1.7 26.18 +0.02 .0276 iSh1-3YTreasuryBd SHY .6 86.26 ... .0193
FormulaFolIncm FFTI 2.2 24.01 +0.03 .0528 iShESGScrS&PSC XJR 1.3 39.86 +0.16 .064 PacerWealthShield PWS .5 31.68 –0.06 .0535 FT DW Mom DVLU .8 23.23 +0.06 .0297 InvscBS2025MuniBd BSMP 1.1 26.01 ... .0154 iSh7-10YTreasuryBd IEF .9 114.51 +0.22 .0697
FormulaFolSmartGrw FFSG 1.0 35.61 +0.16 .2996 iShEdgeHYDefBd HYDB 5.7 51.66 +0.06 .2045 PointBridgeGOP MAGA 2.2 35.46 –0.01 .7667 FT DorseyWright DWPP .2 31.38 –0.03 .0676 InvscBS2024MuniBd BSMO .9 25.82 ... .0126 iSh20+YTreasuryBd TLT 1.6 140.06 +0.80 .1851
FormulaFolTactGrw FFTG .8 30.17 ... .2199 iShEdgeInvGrEnhBd IGEB 2.9 53.38 +0.19 .1211 PremiseCapDivTact TCTL 1.0 32.35 –0.02 .3151 FTDorseyDALI1 DALI 1.0 24.80 +0.07 .0056 InvscBS2024USDEM BSDE 3.3 26.15 –0.09 .0654 iSh0-5YInvGrdCpBd SLQD 2.1 51.86 +0.05 .0698
FrankDisrComm BUYZ ... 52.26 –0.22 ... iShEdgeMSCIMinEAFE EFAV 1.3 75.35 +0.28 .9773 ProShGlbListedPrv PEX 6.1 36.92 –0.09 .6751 FT DJ IntlInt FDNI .2 46.82 –0.09 .0744 InvscBull2029CpBd BSCT 2.1 20.96 +0.04 .0332 JanusSCGrwAlpha JSML .3 70.06 +1.08 .0644
FrankExpData XDAT ... 25.30 +0.11 ... iShEdgeMSCIMinVlEM EEMV 2.3 63.78 +0.11 .9422 ProShHY IntRt HYHG 5.0 62.88 –0.02 .237 FT MultAsstDiv MDIV 5.0 16.62 +0.01 .0585 InvscBS2029MuniBd BSMT 1.7 26.08 +0.03 .0277 JanusS/MC GrwAlph JSMD .2 69.62 +0.05 .0233
FrankGenAdv HELX .0 46.69 +1.61 .0518 iShEdgeMSCIMinVol ACWV 1.7 102.11 +0.47 .791 ProShInvGrdIntRt IGHG 2.5 76.21 +0.20 .1522 FT NasdTechDiv TDIV 1.7 56.11 –0.14 .1631 InvscBS2021MuniBd BSML .6 25.31 –0.01 .009 LeggMasonGlbInfr INFR 2.6 31.74 +0.13 .145
FrankIntMach IQM .0 46.65 +0.15 .0043 iShEdgeMSCIMinUSA USMV 1.6 72.43 +0.23 .2737 ProShK1FreeCrude OILK ... 55.49 –0.97 ... FT EM Alphadex FEM 2.5 27.62 +0.24 .0305 InvscBS2021USDEM BSAE 3.4 24.96 –0.10 .0444 LeggMasonLVHD LVHD 2.5 36.17 +0.21 .067
FrankHYCorp FLHY 5.5 26.44 +0.01 .1043 iShMSCIMinVolUSASC SMMV 1.2 38.27 +0.15 .0848 ProShLCCorePlus CSM 1.0 96.24 –0.21 .2117 FT EM EquitySel RNEM 2.7 50.16 –0.01 .3285 InvscBS27HYCpBd BSJR 4.5 25.44 –0.07 .0853 LeggMasonSCQualVal SQLV .8 36.66 +0.17 .0256
FrankIntlAggBd FLIA .5 25.10 +0.04 .0214 iShEdgeMSCIUSAMom MTUM .6 173.95 –1.02 .092 ProShDivGrowers EFAD 1.4 45.63 +0.21 .0266 FT EM LocalCurr FEMB 5.6 35.06 –0.26 .1677 InvscBS2027MuniBd BSMR 1.2 25.86 +0.04 .0215 LoncarCancerETF CNCR .9 30.64 +1.29 .2881
FrankSrLoan FLBL 2.8 25.08 +0.11 .0524 iShEdgeMSCIUSAQual QUAL 1.4 127.56 –0.02 .5399 ProShMSCIEMDiv EMDV 2.9 60.39 –0.14 .0034 FT EM SC Alpha FEMS 2.6 45.18 +0.64 .5139 InvscBS2026MuniBd BSMQ 1.4 25.98 –0.02 .0259 LoncarChinaBio CHNA .4 40.56 +3.18 .1546
FranklinLib US FLQL 1.9 41.82 –0.01 .1307 iShEdgeMSCIUSAVal VLUE 1.8 104.28 –0.60 .4664 ProShMSCIEurDiv EUDV 1.1 50.28 +0.58 .0207 FT EnhShtMat FTSM .9 59.98 +0.01 .025 InvscBS2023MuniBd BSMN .8 25.67 ... .0101 LongTermCareETF OLD 1.7 32.51 +0.14 .0335
FranklinLibUS MC FLQM 1.0 43.26 +0.41 .0656 iShUSFixedIncmBal FIBR 2.4 100.47 –0.03 .1895 ProShMergerETF MRGR .2 40.53 +0.36 .0915 FT EuropeAlpha FEP 2.1 42.69 –0.16 .1291 InvscBS2023USDEM BSCE 3.5 26.17 –0.08 .0485 Merlyn.AITactGrw SNUG 1.2 27.76 +0.01 .1378
FranklinLibUS SC FLQS 1.0 37.99 +0.12 .0384 iShEmMkCorpBdFd CEMB 3.7 52.20 +0.12 .1483 ProShMornAltSoln ALTS 1.0 38.95 +0.13 .1715 FTEurozoneAlpha FEUZ 1.3 46.18 –0.17 .2173 InvscBS2022MuniBd BSMM .6 25.45 ... .0078 Nasdaq7HANDL HNDL 4.5 25.26 +0.03 .1458
Freedom100EM FRDM 1.0 34.55 –0.35 .1316 iShEM HY Bd EMHY 5.5 45.42 +0.16 .2039 ProShPetCare PAWZ .1 77.46 +1.10 .0251 FT GerAlpha FGM 1.2 56.93 –0.49 .2873 InvscBS2022USDEM BSBE 3.6 25.70 –0.14 .0459 PacerCashCows HERD 1.5 33.73 –0.22 .0655
GlbX FdrRunCos BOSS 2.0 34.18 +0.22 .3365 iShEvolCnStpls IECS 2.2 32.58 +0.03 .2024 ProShRuss2000Div SMDV 1.7 66.87 +0.20 .2265 FT GlTactCommod FTGC ... 22.13 +0.49 ... InvscBuyBackAch PKW 1.1 87.74 –0.11 .2046 PacerEMCashCows ECOW 3.2 26.23 –0.11 .0805
GlbXRuss2000Cvr RYLD 10.6 24.82 –0.14 .2493 iShEvolUSDisc IEDI .7 43.93 –0.23 .0841 ProShRussUSDivGrw TMDV 2.1 47.76 +0.48 .2275 FTHdgBuyWriteIncm FTLB 3.2 20.94 –0.14 .055 InvscDWABasicMatl PYZ .7 84.74 –0.52 .0755 PrincipalHlthInnov BTEC .0 59.44 +0.91 .2154
GlbXTarget5 TFIV 4.9 24.13 +0.05 .10 iShEvolUSFin IEFN 1.8 30.74 +0.10 .1552 ProShS&P500Arist NOBL 1.9 89.85 +1.04 .376 FT IPOXEurEq FPXE 1.1 30.14 +0.14 .2332 InvscDWAConsCyc PEZ .2 88.72 +0.68 .0839 PrincipalIntMult PDEV 1.8 30.94 +0.23 .2121
GlbXTargetPlus2 TFLT 3.0 23.61 +0.04 .057 iShEvolUSHlthcr IEHS .7 41.47 +0.80 .0599 ProShS&PMC400 REGL 2.0 73.08 +0.83 .327 FT GlblAgri FTAG 1.4 30.93 –0.15 .1098 InvscDWACnsStpls PSL .7 95.14 +0.76 .1248 PrincplMillennials GENY .6 65.14 +0.40 .019
GlbXUSInfrDevt PAVE .4 25.94 +0.27 .0009 iShEvolUSInnHlthcr IEIH 1.1 33.34 +0.28 .1064 ProShS&PTechDiv TDV 1.0 59.37 +0.29 .1612 FT GlbNatRscs FTRI 2.5 14.03 –0.04 .1416 InvscDWADevMkt PIZ .2 36.55 +0.08 .0017 PrincipalQual PSET 1.0 51.81 +0.41 .1269
GSAccInflUSDBd GTIP 1.1 57.09 +0.09 .1152 iShEvoUSMedia IEME .6 37.63 –0.02 .0401 ProShShortUSDEmgBd EMSH 2.8 73.28 –0.03 .1622 FTIndiaNifty50EW NFTY .7 40.99 –1.04 .1364 InvscDWAEMMom PIE 1.2 25.23 +0.28 .0062 PrinUSMega USMC 1.4 38.51 –0.11 .1467
GSAccUltShBd GSST .8 50.77 +0.02 .0405 iShEvolUSTech IETC .4 52.36 –0.25 .0596 ProShShtVIXST SVXY ... 49.92 –0.75 ... FTIndxxInnTran LEGR .9 41.37 –0.19 .0276 InvscDWAEnerMom PXI .9 23.29 –0.66 .0019 PrinUSSCMulti PSC 1.1 45.36 +0.23 .115
GS EW US LC Equity GSEW 1.2 65.43 +0.28 .1762 iShExpTechSftwr IGV .0 368.46 –2.46 .0695 ProShTrMgdFut FUT ... 40.66 –0.07 ... FTIndxxNextG NXTG .9 75.03 –0.11 .2695 InvscDWAFinMom PFI 1.2 50.05 +0.03 .2146 PrincipalValue PY 2.5 41.78 –0.10 .1876
GSMarketBetaEM GSEE 3.0 57.97 +0.66 .2646 iShMtgRealEstCap REM 6.1 36.34 +0.23 .5856 ProShUltVIXST UVXY ... 4.64 +0.16 ... FTIntlDevCapStr FICS .0 33.36 +0.01 .0497 InvscDWAHlthcrMom PTH ... 155.94 +3.31 ... ProcureSpace UFO 1.0 29.79 ... .1628
GSMarketBetaInt GSID 1.8 56.49 –0.14 .2158 iShUSBlendStyle STLC 1.3 39.71 +0.21 .1433 ProShsVIXMTFut VIXM ... 34.28 +0.86 ... FTIntlEquOpps FPXI .2 68.92 +0.83 .0126 InvscDWAIndlsMom PRN .1 102.20 +0.68 .0079 ProShEquRising EQRR 1.6 46.11 –0.28 .1189
M16 BARRON’S April 26, 2021 April 26, 2021 BARRON’S M25

New York Stock Exchange Composite List Exchange-Traded Portfolios

- Earnings - - Earnings - - Earnings - - Earnings - Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next 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.
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
ProShUltNdBio BIB ... 88.94 +2.18 ... AmCentMCGrw MID ... 53.05 –0.06 ... DirexRussiaBl2 RUSL 1.4 25.28 +0.73 .3535 FT Long/Short FTLS .3 47.05 +0.08 .1252 GS Innovate GINN .3 60.00 –0.01 .048 InvscS&P500CnStp RHS 2.0 161.10 –0.37 .8608
43.85 19.09 HNI HNI 2.9 43 41.67 +1.26 .98 1.95 2.43 .305 95.78 39.78 Insperity NSP 1.8 25 87.71 +0.32 3.54 ... 4.70 .40 45.89 9.43 Kraton KRA ... dd 38.89 +1.23 –7.08 1.89 2.51 ... 26.98 9.47 Magnachip MX ... 26 25.87 +0.72 9.80 .85 1.11 ... ProShUltNasdCloud SKYU ... 42.91 –0.13 ... AmCentQulDivIn QINT 1.5 52.21 +0.08 .4369 DirexS&P500Br3 SPXS ... 26.79 +0.05 ... FT MgdFutures FMF .0 48.12 +0.54 .0074 GS JUST US LC JUST 1.1 60.64 –0.10 .1749 InvscS&P500EWEner RYE 2.5 38.78 –0.60 .2261
34.61 13.39 HP HPQ 2.3 15 34.42 +0.44 2.00 3.29 3.38 .1938 252.25 65.25 InspireMedical INSP ... dd 227.68 –3.78 –2.19 –2.05 –1.30 ... 42.99 30.35 Kroger KR 1.9 11 37.35 +0.24 3.27 ... 2.92 .18 13.35 4.09 MagnoliaOil MGY ... dd 10.76 –0.35 –7.27 .80 1.31 ... ProShUltNasdCyber UCYB ... 37.41 –0.17 ... AmCentStoxxUSQ QGRO .2 68.05 –0.12 .0493 DirexS&P500Bl3 SPXL .2 98.26 –0.66 .1155 FT MatAlpDX FXZ 1.2 57.07 –0.36 .1303 GS PhysGold AAAU ... 17.68 ... ... InvscS&P500EW RSP 1.4 147.94 +0.79 .6465
11.38 9.57 HPX A HPX ... ... 9.89 –0.03 ... ... ... ... 133.30 38.21 InstalledBldg IBP .9 40 131.13 –0.55 3.27 5.84 6.88 .30 17.45 8.18 KronosWorldwide KRO 4.2 31 17.21 +0.39 .55 .81 .95 .18 10.08 9.73 MagnumOpus OPA.UT ... ... 10.03 +0.03 ... ... ... ... ProShUltPrQQQ TQQQ .0 109.06 –2.75 .0001 AmCentSTOXXUSQual VALQ 1.7 49.30 +0.04 .1466 DirexS&P500Bull2X SPUU .7 92.39 –0.24 .3605 FT MergerArb MARB ... 19.71 +0.03 ... GothamEnh500 GSPY ... 22.49 –0.06 ... InvscS&P500EWFin RYF 1.8 58.26 +0.13 .2614
ProShUltShtQQQ SQQQ ... 10.77 +0.21 ... AmCentSustEq ESGA .8 52.43 –0.02 .1026 DirexS&PBiotechBr3 LABD ... 21.72 –1.60 ... FT MngstrDiv FDL 3.8 33.68 +0.06 .2372 GraniteBloomComm COMB .1 26.50 +0.65 .0163 InvscS&P500EWHC RYH .5 285.91 +5.45 .3254
12.15 9.81 HPX Un HPX.UT ... ... 10.33 +0.13 ... ... ... ... 38.96 13.54 InsteelInds IIIN .3 18 34.93 +2.92 .98 2.73 2.05 .03 15.06 5.57 KukeMusic KUKE ... dd 6.13 –0.67 ... ... ... ... 43.00 22.65 MainStreetCap MAIN 5.7 cc 42.82 +0.58 .45 2.34 2.43 .205 ProShUltShNdBtech BIS ... 20.98 –0.56 ... AmConsValues ACVF .8 31.07 –0.06 .0543 DirexS&PBiotechBl3 LABU ... 74.83 +4.03 ... FT Multi-MgrLG MMLG .3 25.73 –0.03 .0606 GraniteGold BAR ... 17.65 ... ... InvscS&P500Ind RGI .7 185.05 +2.20 .3641
2.10 0.64 HPX Wt HPX.WT ... ... .80 +0.05 ... ... ... ... 96.32 54.37 IntegerHoldings ITGR ... 41 94.78 +1.73 2.33 3.38 4.51 ... 20.22 13.28 ManchesterUnited MANU 1.1 dd 16.20 +0.03 ... –.13 .24 .09 SimplifyNasd100Pl QQC .4 28.03 –0.57 .0171 AmplifyBlackSwan SWAN .1 33.38 –0.10 .0072 DirexS&P500Br1 SPDN ... 16.36 +0.01 ... FT NaturalGas FCG 2.6 12.28 –0.18 .0366 GraniteHIPSUSHiInc HIPS 8.6 14.98 +0.12 .1075 InvscS&P500EWMat RTM 1.4 163.63 +0.61 .6339
31.59
36.33
17.95
14.53
HSBC
HUYA
HSBC
HUYA
2.6
...
30
34
29.03
18.50
–0.56
+0.33
.96
...
2.29
3.79
2.90
5.89
.75
...
121.97
75.20
87.51
36.55
ICE
InterContinentl
ICE
IHG
1.1
...
32
dd
121.27
71.97
+0.54
–0.31
3.77
–1.44
4.99
1.12
5.30
2.42
.33
... L 23.85
8.10
7.24
2.53
Manitowoc
Manning&Napier
MTW
MN
...
...
dd
17
23.13
7.13
+1.93
–0.42
–.55
.29
.36
.17
1.03
.15
...
...
SimplifyNasd100Dw QQD
SirenNasdNexGen BLCN
.3
.5
27.58
48.35
–0.52
–0.85
.0031
.0374
AmplifyBlkIswn ISWN .1
AmpCWPEnhDiv DIVO 4.7
25.03
35.46
+0.02
–0.12
.0067
.157
DirexHiBetaBear3X HIBS ...
DirexHiBetaBull3X HIBL .0
14.50
59.57
–0.09
–0.95
...
.0064
FT NA Energy Infra EMLP 4.0
FT NYSE ArcaBiotch FBT ...
23.66
164.64
+0.06
+2.21
.215
...
GranitePlatinum PLTM ...
GraniteXOUTUSLC XOUT .4
12.12
39.26
+0.27
–0.23
...
.0392
InvscS&P500RlEst EWRE
InvscS&P500EWTech RYT
3.3
1.0
34.72
283.94
+0.66
+0.55
.4935
.4654
142.11 66.27 Haemonetic HAE ... 32 67.45 –49.52 1.48 2.56 3.51 ... 35.96 19.23 IntercorpFinSvcs IFS 6.5 30 26.95 –3.95 .95 2.73 3.68 .77 120.38 61.12 Manpower MAN 2.0 79 119.80 +9.76 .41 6.12 7.88 1.17 SoFiGigEcon GIGE .3 38.71 –0.09 .124 AmplifyCrowdBur LEND ... 15.97 +0.14 ... DirexS&POil&GasBr2 DRIP .0 12.75 +0.45 .0028 FT PfdSecs FPE 4.6 20.38 +0.02 .0605 HCM Def500 LGH .2 38.40 –0.06 .0768 InvscS&P500EWUtil RYU 2.8 107.63 –0.63 .7577
24.74 8.26 Halliburton HAL .9 dd 19.06 –1.63 –3.34 .95 1.35 .045 144.74 105.92 IBM IBM 4.6 24 142.43 +8.84 6.23 10.92 12.05 1.63 11.65 1.36 LAIX LAIX ... dd 1.92 –0.03 ... ... ... ... 22.25 10.86 ManulifeFin MFC 4.2 10 21.30 –0.27 2.19 2.51 2.71 .214 VanEckBiotech BBH .3 187.94 +1.95 .6079 AmplifyHiIncm YYY 9.1 17.18 +0.02 .13 DirexS&POil&GasBl2 GUSH .1 60.48 –3.03 .0657 FTSTOXXEurSel Div FDD 3.4 14.65 –0.06 .0138 HCM Def100 QQH ... 45.26 –0.50 ... InvscS&P500xRt XRLV 1.3 46.13 +0.21 .0517
25.00 8.40 HamiltonBeach HBB 1.8 6 20.84 +1.29 ... ... 2.05 .095 144.85 99.54 IntlFlavors IFF 2.1 45 144.54 +1.68 3.21 5.91 6.56 .77 11.30 9.96 L&F Acqn LNFA.UT ... ... 10.49 +0.22 ... ... ... ... 13.29 3.73 MarathonOil MRO 1.1 dd 10.67 +0.14 –1.83 –.06 .37 .03 VanEckDigTrans DAPP ... 28.82 –2.95 ... AmplifyOnlRetail XBUY ... 54.20 +0.32 ... DirexSemiBear3 SOXS ... 8.85 +0.33 ... FT ShDurMgMun FSMB 1.6 20.88 –0.01 .0225 HartfordLongEc HLGE ... 26.10 +0.05 ... InvscS&P500GARP SPGP .9 84.93 +0.18 .2377
21.24 7.71 Hanesbrands HBI 2.9 dd 20.93 +0.67 –.21 1.62 1.74 .15 50.67 37.59 IntlFlavorsUn IFFT 6.0 ... 50.19 +0.19 ... ... ... .75 10.70 9.58 L&F Acqn A LNFA ... ... 9.93 –0.02 ... ... ... ... 59.93 25.04 MarathonPetrol MPC 4.4 dd 53.00 –1.26 –15.13 .39 3.07 .58 VanEckFallAnglHYBd ANGL 4.6 32.17 +0.02 .117 AmplifyLithium BATT .2 16.14 +0.43 .0336 DirexSemiBl3 SOXL .1 40.15 –2.60 .0162 FT S&P REIT FRI 2.3 26.82 +0.46 .0596 HartfordMultiDvxUS RODM 2.6 30.76 –0.01 .3894 InvscS&P500HiBeta SPHB 1.1 71.07 –0.23 .1459
2.00 0.56 L&F Acqn Wt LNFA.WT ... ... .73 +0.01 ... ... ... ... VanEckGaming BJK .4 54.82 +0.22 .2222 AmplifyOnlineRet IBUY .5 126.70 –1.96 .6164 Direx7-10TreaBr3 TYO ... 9.04 –0.08 ... FT TCW EM Debt EFIX 4.3 19.68 +0.01 .07 HartfordMultiEM ROAM 2.8 25.00 +0.16 .4172 InvscS&P500HiDiv SPHD 4.0 43.86 –0.01 .1264
25.00 14.13 Hanger HNGR ... 25 24.18 –0.07 .99 1.14 1.24 ... 20.30 5.57 IntlGameTech IGT ... dd 16.57 –0.43 –4.39 .73 1.20 ... 40.89 23.16 Marcus&Millichap MMI ... 34 36.63 –0.98 1.08 1.39 1.63 ... VanEckPharm PPH 1.6 70.10 +0.59 .3497 AmpPureJrGold JGLD ... 26.44 –0.10 ... Direx7-10TreaBull TYD .0 51.55 +0.18 5.7353 FT TCW SecPlus DEED 1.2 25.93 –0.02 .04 HartfrdMultifctrSC ROSC 1.7 38.43 +0.03 .1056 InvscS&P500LowVol SPLV 1.7 60.52 +0.15 .0814

P2BW116000-0-M01600-1--------XA
72.42 24.76 HannonArmstrong HASI 2.5 52 56.62 +2.02 1.10 1.69 1.82 .35 57.67 29.76 IntlPaper IP 3.6 47 56.78 –0.59 1.22 ... ... .5125 67.91 10.03 L Brands LB ... 23 67.38 +0.54 3.00 4.71 ... ... 24.71 6.84 Marcus MCS ... dd 20.55 –0.48 –4.13 –2.02 .11 ... VanEckRetail RTH .6 172.52 –1.35 1.0027 AmpSeymCannabis CNBS .4 26.84 +0.11 .101 DirexScBear3 TZA ... 31.50 –0.66 ... FT TCWUnPlBd UCON 2.8 26.61 –0.04 .049 HartfordMultiUSEqu ROUS 1.8 39.49 –0.02 .1378 InvscS&P500Mom SPMO 1.0 56.66 –0.46 .0763
136.97 80.79 HanoverIns THG 2.1 14 134.52 +0.42 9.42 7.91 9.76 .70 29.30 12.44 IntlSeaways INSW 1.4 dd 17.70 –0.31 –.20 –.17 3.06 .06 154.78 72.26 LCI Inds LCII 2.0 23 146.97 +3.54 6.27 ... 9.75 .75 22.61 8.15 MarineProducts MPX 2.3 31 17.45 +0.81 .57 .84 .91 .10 VanEckSemiconduc SMH ... 249.20 –3.21 ... AmplifyTransData BLOK 1.3 50.01 –3.79 .658 DirexSCBull3 TNA .0 94.72 +0.69 .0103 FT TechAlphaDEX FXL .0 120.97 +0.35 .0196 HartfordMuniOpps HMOP 2.2 42.00 +0.04 .0644 InvscS&P500PrGrw RPG .3 176.29 +0.68 .1608
48.19 17.62 HarleyDavidson HOG 1.2 39 48.01 +7.63 .01 3.04 3.30 .15 10.18 9.70 InterPrivateII IPVA.UT ... ... 10.09 +0.13 ... ... ... ... 12.16 4.01 LG Display LPL ... dd 12.12 +1.17 –.11 1.30 1.09 ... 63.99 12.16 MarineMax HZO ... 10 54.54 +5.31 3.37 5.20 5.19 ... VanEckVideoGam ESPO .1 71.94 –0.08 .0849 ArkFinInnov ARKF .0 53.27 –0.55 .0281 DirexKRBull3 KORU .0 44.89 –0.93 .0031 FT USEquityOpp FPX .2 126.25 –0.48 .088 HartfordSchTax HTAB 1.2 21.72 +0.08 .0188 InvscS&P500PrVal RPV 1.6 75.76 +0.04 .4053
7.61 2.93 HarmonyGold HMY 1.3 14 4.79 +0.07 –.10 .83 .79 .077 10.15 9.75 InterPrivateIII IPVF.UT ... ... 10.00 +0.03 ... ... ... ... 11.40 9.53 LGLS ysAcqn DFNS ... cc 9.92 ... ... ... ... ... 1218.88 761.06 Markel MKL ... 21 1188.84 –25.79 55.63 55.21 63.45 ... VangdEM GovBd VWOB 4.1 79.16 +0.28 .271 ArmorUSEquity ARMR 1.0 24.10 –0.02 .2509 DirexTechBear3 TECS ... 5.90 +0.05 ... FT UltShDurMuni FUMB .8 20.18 ... .009 HartfordTRBd HTRB 2.4 40.74 +0.09 .074 InvscS&P500Qual SPHQ 1.3 46.46 –0.17 .1432
22.18 7.52 Harsco HSC ... dd 17.98 –0.59 –.33 .67 1.06 ... 30.83 14.35 Interpublic IPG 3.6 33 29.72 –0.88 .89 1.93 2.13 .27 12.70 9.00 LGL Systems Un DFNS.UT ... ... 10.39 –0.17 ... ... ... ... 190.97 62.27 MarriottVacations VAC ... dd 179.00 +1.65 –6.65 ... 10.14 ... VangdGlblxUS RE VNQI .9 57.57 –0.40 .5053 ArrowDJGlobalYd GYLD 5.5 14.65 +0.10 .0597 DirexTechBull3 TECL .0 50.83 –0.86 .19 FT UtilAlpha FXU 3.3 30.80 –0.22 .0674 HealthCareSelSect XLV 1.4 123.68 +2.20 .3975 InvscS&P500Rev RWL 1.5 72.13 –0.01 .2782
69.60 30.27 HartfordFinl HIG 2.0 14 68.33 +2.08 4.76 4.77 6.51 .35 39.19 7.60 IntrepidPotash IPI ... dd 30.13 –0.30 –2.09 .76 .86 ... 2.79 0.39 LGLSysAcqnWt DFNS.WT ... ... 1.05 +0.05 ... ... ... ... 128.86 91.80 Marsh&McLen MMC 1.5 32 127.67 +0.23 3.94 5.28 5.87 .465 VangdIntrCorpBd VCIT 2.5 93.99 +0.36 .1768 Asymmetric500 ASPY ... 26.65 –0.17 ... DirexTransportBl3 TPOR .0 43.62 +1.66 .009 FT ValDivFd FVD 2.0 39.40 +0.15 .1761 High Yield HYLD 7.3 32.61 +0.12 .19 InvscS&P500Top50 XLG 1.1 313.44 –1.50 .8839
41.11 11.88 HavertyFurn HVT 2.2 13 39.95 –1.01 3.12 2.36 2.54 .22 10.94 4.91 Invacare IVC ... dd 8.85 +0.06 ... ... .21 ... 6.42 1.00 LSB Inds LXU ... dd 6.26 +0.02 –3.53 ... ... ... 353.76 151.94 MartinMarietta MLM .6 30 350.82 –0.75 11.54 11.32 12.88 .57 VangdIntermTrmTrea VGIT 1.4 67.71 +0.08 .0655 AvantisCoreFixIncm AVIG 1.1 48.94 +0.11 .0351 Direx20+TreaBr3 TMV ... 73.17 –1.34 ... FT Water FIW .5 83.04 +1.31 .0599 HorizonKinInfltn INFL .5 28.69 –0.17 .037 InvscS&P500ValMom SPVM 1.7 48.31 +0.14 .1955
44.73 31.02 LTC Properties LTC 5.3 18 42.94 –0.47 2.42 1.82 1.92 .19 VangdIntlDivApp VIGI 1.1 85.78 –0.13 .032 AvantisCrMuniFx AVMU .7 50.10 +0.08 .0282 Direx20+YrTrBull TMF .1 24.22 +0.38 .0152 FlexShSelBdFd BNDC 2.2 26.16 +0.03 .0407 HoyaCapHousing HOMZ 2.6 39.88 +0.14 .0762 InvscS&PGlbWater CGW 1.3 52.59 +0.61 .6603
40.50 13.98 HavertyFurn A HVT.A 2.0 13 39.98 –0.38 3.04 2.36 2.59 .20 8.40 2.40 InvescoMtg IVR 9.4 dd 3.81 –0.04 –9.89 .29 .42 .09 65.29 38.98 Masco MAS .9 27 64.75 +0.16 4.59 3.37 3.74 .14 VangdIntlHiDiv VYMI 3.0 67.31 –0.25 .3614 AvantisEM AVEM 1.5 68.00 +0.72 .6411 DirexUtilBl3X UTSL 1.0 32.09 –0.98 .0893 FlexShDevMkxUSQu QLVD 1.9 27.65 +0.18 .1024 HullTacticalUS HTUS .0 31.73 –0.25 1.0989 InvscS&PIntDvLoVl IDLV 2.2 31.05 ... .228
45.58 31.83 HawaiianElec HE 3.2 24 42.74 +0.08 1.81 1.85 1.99 .34 11.57 10.01 Investindustrial IIAC.UT ... ... 10.23 –0.02 ... ... ... ... 212.21 158.09 L3HarrisTech LHX 1.9 41 211.02 +0.30 5.19 12.93 14.43 1.02 10.50 9.77 MasonIndlTech MIT.UT ... ... 9.97 –0.06 ... ... ... ... VangdLTCorpBd VCLT 3.3 103.34 +0.64 .2789 AvantisIntlEquity AVDE 1.5 62.94 –0.30 .5418 DirexDynHedge DYHG .8 56.58 –0.05 .267 FlexShDiscDurMBS MBSD 2.9 23.78 ... .0623 HumankindUS HKND ... 27.30 +0.17 ... InvscS&PIntlDev IDMO 1.4 34.54 +0.06 .1502
17.98 15.61 Hayward HAYW ... ... 17.48 +1.11 ... .64 ... ... 11.00 9.65 InvestindustrialA IIAC ... ... 9.87 –0.08 ... ... ... ... 46.34 20.20 La-Z-Boy LZB 1.4 28 43.22 –0.55 1.66 ... ... .15 9.90 9.57 MasonIndlTechA MIT ... ... 9.76 –0.08 ... ... ... ... VangdLong-TermTrea VGLT 2.0 85.33 +0.49 .136 AvantisIntlSCValue AVDV 1.5 65.11 –0.40 .6557 DirexFallKnives NIFE .5 77.02 +0.88 .0737 FlexShEMQualLo QLVE 1.5 28.04 +0.24 .0273 IQCandESGIntl IQSI 1.4 29.65 –0.06 .0696 InvscS&PIntlDevQu IDHQ 1.6 30.64 +0.33 .2176
34.01 26.77 HealthcareRealty HR 3.8 61 32.10 +0.68 .52 ... .29 .3025 2.56 0.80 InvestindustrialWt IIAC.WT ... ... 1.04 –0.09 ... ... ... ... 266.42 153.72 LabCpAm LH ... 17 263.95 +1.75 15.88 21.47 15.59 ... 0.83 0.58 MasonIndlTechWt MIT.WT ... ... .66 +0.01 ... ... ... ... VangdMBS VMBS 1.5 53.67 +0.09 .0426 AvantisShortTrmFix AVSF .5 49.96 +0.04 .0174 DirexFlight FLYT 3.3 48.58 –0.02 1.2325 FlexGlbQualRealEst GQRE 1.8 64.36 +0.58 .0531 IQCandESGUS IQSU .9 35.80 +0.08 .1051 InvscS&PMC400EW EWMC .8 93.32 +0.83 .2375
29.55 22.64 HealthcareAmer HTA 4.4 cc 28.85 +0.35 .24 .38 .42 .32 61.59 14.84 Invitae NVTA ... dd 36.80 –0.84 –4.47 –2.29 –1.96 ... 12.32 6.30 LadderCapital LADR 6.8 dd 11.79 +0.09 –.13 .51 ... .20 131.52 44.91 MasoniteIntl DOOR ... 46 126.49 –4.21 2.81 ... 9.14 ... VangdRuss1000 VONE 1.3 195.19 –0.15 .5363 AvantisUSEquityETF AVUS 1.0 72.45 +0.03 .1642 DirexHiGrowth HIPR .3 64.88 –0.53 .0879 FlexGlbUpstmNatRsc GUNR 2.4 37.68 –0.16 .2384 IQ50%HdgFTSEIntl HFXI 1.9 24.57 –0.14 .1055 InvscS&P400PrGrw RFG .1 233.09 +2.62 .1206
34.49 20.56 HealthpeakProp PEAK 3.5 43 33.99 +0.74 .77 .42 .50 .30 34.30 21.21 InvitatHomes INVH 2.0 cc 33.94 +0.60 .35 .28 ... .17 86.41 51.72 LambWeston LW 1.2 48 81.34 +0.73 2.49 2.14 2.97 .235 102.77 29.17 MasTec MTZ ... 23 101.64 –0.01 4.38 4.88 ... ... VangdRuss1000Grw VONG .7 67.12 –0.08 .1026 AvantisUSSCValue AVUV 1.1 73.64 –0.28 .2577 DirexHydrogen HJEN ... 24.21 +0.20 ... FSHiYdValScored HYGV 6.1 49.60 –0.02 .2443 IQ500IntlETF IQIN 2.0 32.80 –0.28 .318 InvscS&P400PrVal RFV 1.1 93.74 +0.17 .3212
8.45 2.30 HeclaMining HL .2 dd 6.37 –0.01 –.03 .21 .33 .005 41.32 21.54 IronMountain IRM 6.1 34 40.32 +2.28 1.19 1.40 1.52 .6185 10.70 4.54 Lannett LCI ... dd 4.92 +0.16 –.86 .08 ... ... 389.88 252.83 Mastercard MA .5 61 387.06 +0.89 ... 8.07 10.45 .44 VangdRuss1000Val VONV 1.8 68.81 +0.05 .256 AwareUltShDur AWTM 1.3 49.86 ... .07 DirexMSCILvL ESNG 1.2 65.11 +0.43 .182 FlexShiBoxx5YTIPS TDTF 1.2 27.90 +0.02 .0783 IQGlobalResources GRES 8.8 28.95 +0.02 2.5521 InvscS&PMC400Rev RWK .7 89.91 +0.87 .1707
141.31 74.25 Heico HEI .1 73 139.20 +3.74 ... ... 2.66 .08 10.11 9.80 IsosAcqn ISOS.UT ... ... 10.00 –0.09 ... ... ... ... 43.98 7.71 LaredoPetrol LPI ... dd 33.65 –1.05 –74.92 12.74 19.23 ... 27.43 3.95 MatadorRscs MTDR .4 dd 23.85 –0.13 –5.11 2.16 3.05 .025 VangdRuss3000 VTHR 1.2 194.23 +0.06 .5646 BNYMellonCoreBd BKAG 1.8 49.26 +0.06 .0767 DirexMoonInnov MOON ... 38.75 +1.87 ... FlexiBx3YDurTIPS TDTT 1.1 26.46 ... .0708 IQ HealthyHearts HART 1.3 26.62 +0.29 .0863 InvscS&PMCLowVol XMLV 1.3 54.64 +0.18 .1343
66.77 42.43 LasVegasSands LVS ... dd 59.76 –1.24 –2.21 .27 2.52 ... VangdRuss2000 VTWO .9 91.16 +0.38 .1523 BNYMellonEM BKEM 1.9 76.40 +0.37 .1868 DirexNasd100EW QQQE .5 80.75 –0.06 .0874 FlexShIntQualDiv IQDE 2.8 24.56 +0.06 .1353 IQHedgeEventDriven QED 4.4 23.81 +0.05 1.0495 InvscS&PMCMom XMMO .4 87.85 +1.09 .0497
128.75 64.54 Heico A HEI.A .1 66 126.98 +3.71 ... ... 2.66 .08 ... ... IsosAcqnA ISOS ... ... 9.70 ... ... ... ... ... 80.70 45.20 Materion MTRN .7 77 67.73 –0.06 .75 2.90 3.77 .115 VangdRuss2000Grw VTWG .4 224.45 +2.05 .1942 BNYMellonHYBeta BKHY 5.5 56.37 +0.05 .2259 DirexRs1000GrOvVal RWGV .3 109.72 –0.11 .158 FlexShIntQuDivDyn IQDY 2.3 31.12 –0.17 .1197 IQHedgeL/STracker QLS 1.9 26.64 +0.07 .5173 InvscS&PMCQual XMHQ .9 78.68 –0.10 .134
6.76 1.46 HelixEnergy HLX ... 34 4.47 –0.30 .13 –.25 –.15 ... ... ... IsosAcqnWt ISOS.WT ... ... .95 ... ... ... ... ... 46.95 23.18 Lazard LAZ 4.0 13 46.45 +1.29 3.69 3.97 4.41 .47 79.05 23.75 Matson MATX 1.4 15 67.92 –1.68 4.44 6.04 4.45 .23 VangdRuss2000Val VTWV 1.4 142.37 +0.05 .3092 BNYMellonIntl BKIE 2.1 72.43 –0.21 .5107 DirexRs1000ValOvGr RWVG 1.0 58.12 +0.10 .2734 FlexShIntlQualDiv IQDF 2.7 26.55 +0.07 .125 IQ HedMacrTrac MCRO 2.5 28.59 +0.07 .7123 InvscS&PMCValMom XMVM 1.0 46.64 +0.18 .0798
33.70 12.87 Helm&Payne HP 4.0 dd 25.27 –1.37 –4.60 –2.55 –1.44 .25 18.73 7.52 iStar STAR 2.4 dd 18.55 +0.14 –.87 .59 .74 .11 9.50 1.03 Leaf LEAF ... dd 9.11 +0.05 –.32 ... –.39 ... 12.80 9.50 MauiLand MLP ... dd 11.26 –0.31 –.14 –.27 –.24 ... VangdSTCpBd VCSH 2.0 82.69 +0.13 .1162 BNYM ShDurCpBd BKSB 1.6 51.38 +0.05 .068 DirexS&P500HiMin QMJ 1.1 63.25 –0.63 .0957 FlexShMDevMktxUS TLTD 1.8 72.62 –0.35 .1864 IQHedgeMktNeut QMN 2.1 27.37 +0.05 .5692 InvscS&P100EW EQWL 1.8 77.66 –0.44 .3272
59.00 32.98 Herbalife HLF ... 17 46.64 +0.89 2.77 4.64 5.16 ... 7.38 3.01 ItauCorpBanca ITCB ... dd 5.90 –0.13 –3.42 .56 .77 ... 196.26 86.90 Lear LEA .5 72 187.56 +5.31 2.62 ... 18.00 .25 58.75 8.65 MaxarTech MAXR .1 dd 39.37 +1.05 4.99 .32 1.17 .01 VangdShtTmInfltn VTIP 1.4 51.76 +0.02 .0939 BNYM LC Core BKLC 1.0 78.65 –0.25 .2081 DirexWorkFrHome WFH .3 72.12 –0.09 .1367 FlexShEM FactTilt TLTE 1.8 63.78 +0.60 .099 IQ HedMultStra QAI 2.0 32.12 +0.08 .6331 InvscS&PSCLowVol XSLV 1.5 47.03 –0.07 .1564
110.03 18.00 HercHoldings HRI ... 27 100.24 +2.68 2.51 5.63 ... ... 6.37 3.48 ItauUnibanco ITUB 2.7 13 4.96 ... .38 .48 .54 .0026 50.79 24.01 Leggett&Platt LEG 3.2 28 50.50 +1.71 1.82 2.47 2.79 .40 96.05 60.00 Maximus MMS 1.2 26 93.09 –1.80 3.39 3.68 4.27 .28 VangdShortTermTrea VGSH .8 61.53 +0.01 .0213 BNYM US MC Core BKMC 1.0 87.95 +0.61 .219 DirexWrldWithout WWOW .0 27.18 ... .0004 FlexShQualDivDef QDEF 2.1 53.11 +0.03 .2011 IQMacKayMuniIns MMIN 1.9 27.59 +0.03 .0399 InvscS&PSCMom XSMO .5 51.24 –0.34 .0539
17.20 8.75 HerculesCapital HTGC 7.5 9 17.07 +0.07 2.01 1.33 1.43 .05 12.73 10.10 IvanhoeCap IVAN.UT ... ... 10.49 –0.08 ... ... ... ... 113.75 79.15 Leidos LDOS 1.4 23 100.66 –0.55 4.36 ... 7.14 .34 44.05 14.98 MaxLinear MXL ... dd 38.12 –0.18 –1.35 1.93 2.14 ... VangdTotalBd BND 2.1 85.45 +0.23 .1925 BNYM US SC Core BKSE 1.0 97.35 +0.70 .2507 DistillateIntlFund DSTX .5 27.44 +0.07 .0524 FlexShQualDivDyn QDYN 2.1 58.45 –0.07 .2356 IQMacKayMuniInter MMIT 2.2 26.87 +0.02 .0329 InvscS&PSC600EW EWSC .8 81.84 +0.29 .2186
14.05 8.96 HeritageInsurance HRTG 2.4 31 10.21 –0.68 .33 1.21 ... .06 11.10 9.50 IvanhoeCapA IVAN ... ... 9.97 –0.09 ... ... ... ... 6.96 1.24 LejuHoldings LEJU ... ... 2.12 +0.03 .14 .14 .41 ... 17.74 4.49 MayvilleEngg MEC ... dd 16.56 +0.51 –.36 .55 1.10 ... VangdTotalCpBd VTC 2.6 90.46 +0.34 .1835 BallastSmMid MGMT ... 34.89 +0.51 ... DistillUSFundSt DSTL 2.0 41.09 –0.10 .1035 FlexShQualityDiv QDF 2.1 55.40 –0.03 .226 IQMergerArbitrage MNA 2.3 33.72 +0.41 .766 InvscS&P600PrGrw RZG .3 159.57 –0.80 .0854
13.05 3.62 HershaHospitality HT ... dd 10.47 –0.17 –4.93 –3.87 –1.21 ... ... 188.30 44.11 Lemonade LMND ... dd 93.92 +6.07 –3.63 –3.15 –3.10 ... 105.54 75.49 McCormick MKC 1.5 32 91.47 +2.68 ... 2.99 3.16 .34 VangdTotIntlBd BNDX 1.0 57.18 +0.03 .0413 BarclyiPathBCarbon GRN ... 93.45 +4.82 ... EmgqEM Internet EMQQ .2 65.79 +0.95 .1135 FlexShReadyAcc RAVI .9 76.18 ... .0464 IQRealReturn CPI 1.0 27.33 +0.03 .2693 InvscS&P600PrVal RZV .5 88.53 –0.93 .1979
3.01 1.26 IvanhoeCapWt IVAN.WT ... 1.40 ... ... ... ... ... VangdTotIntlStk VXUS 2.1 65.12 –0.03 .1553 Barrons400ETF BFOR .8 59.00 +0.25 .4875 ETFMGAltHarvest MJ 2.7 21.15 +0.06 .02 FlexShSTOXXGlb NFRA 2.0 57.91 –0.01 .1799 IQS&PHYLowVolBd HYLV 3.8 25.13 +0.05 .0769 InvscS&P600Rev RWJ .6 115.59 –0.56 .1878
163.99 125.50 Hershey HSY 2.0 26 161.43 +0.44 6.11 6.75 7.17 .804 22.68 4.32 LendingClub LC ... dd 14.42 –0.33 –2.63 –1.98 .34 ... 105.50 75.45 McCormickVtg MKC.V 1.5 32 91.58 +2.94 ... 2.99 3.16 .34
106.40 41.40 Lennar A LEN 1.0 10 101.86 –4.02 ... 11.36 11.29 .25 VangdTotWorldBd BNDW 1.5 80.00 +0.14 .091 BlkRkFutureHlth BMED ... 29.88 +0.62 ... ETFMG PrimeCyber HACK .1 57.67 +0.34 .04 FlexShUSQualLo QLV 1.1 49.42 +0.20 .1146 IQ US RealEstSC ROOF 3.2 25.16 +0.25 .0867 InvscS&PSCValMom XSVM .7 48.33 –0.41 .1191
76.24 34.82 Hess HES 1.5 dd 67.29 –2.05 –10.15 –1.11 2.31 .25 235.24 167.85 McDonalds MCD 2.2 37 234.58 +1.50 6.31 ... 9.24 1.29
23.69 14.17 HessMidstream HESM 7.9 17 22.28 +0.08 1.31 1.57 1.68 .4471 J 85.66 31.42 Lennar B LEN.B 1.2 8 80.60 –4.71 ... 11.36 11.29 .25 1.60 0.77 McEwenMining MUX ... dd 1.15 –0.04 –.38 –.06 .02 ...
VicShDevEnhVol CIZ 1.3 33.91 ... .1258 BlkRkFutInnov BFTR ... 52.11 +0.80 ... ETFMGPrmJrSilv SILJ 1.3 15.76 –0.19 .20 FrankFTSEAsiaxJpn FLAX 1.5 29.40 +0.21 .3588 IQ UltShrtDur ULTR 1.1 49.57 +0.07 .0371 InvscS&PSpin-Off CSD .9 64.54 –0.26 .5489

BLACK
VicShDivAccel VSDA 1.5 43.39 +0.32 .063 BlkRkFutureTech BTEK ... 35.95 +0.29 ... ETFMG PrimeMob IPAY ... 72.08 +0.01 ... FrankFTSEAustralia FLAU 2.0 30.82 –0.01 .2941 iMDBiHedgeStrat DBEH ... 32.49 +0.06 ... InvscS&PUltDiv RDIV 4.3 40.61 –0.03 .3726
16.48 8.29 HewlettPackard HPE 2.9 dd 16.42 +0.47 –.25 ... 1.92 .12 339.50 170.33 LennoxIntl LII .9 36 334.46 +0.47 9.24 11.24 12.48 .77 198.43 125.65 McKesson MCK .9 dd 196.10 +2.92 4.95 17.22 18.81 .42 VicShEMHiDivVol CEY 3.3 24.26 +0.20 .0198 BlkRkIntermMuni INMU ... 25.49 +0.04 ... ETFMGSitUltra VALT 1.2 49.72 ... .0319 FrankFTSEBrazil FLBR 2.4 22.07 +0.27 .268 iMDBiMgdFut DBMF ... 28.02 +0.04 ... InvscSrLoan BKLN 3.2 22.16 –0.03 .0576
64.84 24.54 Hexcel HXL ... dd 57.21 –0.16 .38 ... 1.39 ... 10.49 3.59 J Alexander's JAX ... dd 10.08 +0.02 –1.53 .69 .74 ... 10.79 9.84 LeoHoldingsII LHC.UT ... ... 9.99 –0.10 ... ... ... ... 2.57 1.29 Mechel MTL ... dd 2.04 +0.10 ... .40 .45 ... VicShIntlHiDivVol CID 3.4 32.61 –0.10 .1678 BlkRkUSCarbon LCTU ... 47.90 –0.02 ... ETFMG TravelTech AWAY .0 30.47 –0.07 .01 FrankFTSECanada FLCA 2.2 31.00 –0.35 .4241 ImpactNAACPMinrty NACP 1.0 31.98 +0.01 .0738 InvscSolar TAN .1 90.94 +5.45 .0922
11.50 9.93 HighlandTransI HTPA.UT ... ... 10.05 –0.12 ... ... ... ... 34.70 22.63 JBG SMITH Prop JBGS 2.8 dd 32.17 –0.21 –.49 –.83 –.64 .225 10.54 9.50 LeoHldgsII A LHC ... ... 9.80 –0.18 ... ... ... ... 48.28 19.70 Medallia MDLA ... dd 29.29 –0.49 –1.03 –.15 .02 ... VicShIntlVolWtd CIL 1.7 44.16 –0.07 .1663 BlkRkUSEqRotat DYNF 1.4 35.42 +0.01 .1138 ETFMG Treat GERM 1.0 37.81 +0.69 .285 FrankFTSEChina FLCH .9 32.91 +0.66 .2488 ImpactSustain SDGA 1.0 27.00 +0.13 .073 InvscTaxMuniBd BAB 2.8 32.60 +0.02 .0728
10.97 9.61 HighlandTransI HTPA ... ... 9.86 –0.05 ... ... ... ... 31.33 9.02 JELD-WEN JELD ... 34 30.14 –0.77 .90 1.99 ... ... 1.60 0.70 LeoHldgsII Wt LHC.WT ... ... .74 –0.13 ... ... ... ... 70.33 21.62 MediaAlpha MAX ... ... 38.04 +0.90 –.14 .10 .40 ... VicShNasdNext50 QQQN .3 33.34 +0.31 .0146 BlkRkWxUSCarbon LCTD ... 47.42 –0.04 ... ETRACSAlerianMLP AMUB 7.2 10.92 +0.23 .1961 FrankFTSEEurope FLEE 1.7 28.72 –0.02 .2917 ImpactShsYWCAWomen WOMN 1.5 31.92 +0.08 .061 InvscTotalRetBd GTO 2.0 56.55 +0.02 .0869
2.90 0.65 HighlandTranIWt HTPA.WT ... ... .88 –0.25 ... ... ... ... 10.77 1.73 J.Jill JILL ... dd 8.16 +0.36 –15.22 ... ... ... 10.05 9.75 LeoHoldingsIII A LIII ... ... 9.78 ... ... ... ... ... 22.77 15.49 MedicalProp MPW 4.9 28 22.64 +0.50 .81 1.15 1.21 .28 VicShProtectAmer SHLD .6 33.10 –0.13 .0013 BlueHorizBNE BNE .0 29.23 +0.35 .0044 ETRACSAlernMLPInfr MLPB 8.0 14.64 +0.35 .2692 FrankFTSEEurHdg FLEH 1.7 26.69 –0.18 .3192 IndSelSectorSPDR XLI 1.3 101.56 +0.42 .2956 InvscTreaCollat CLTL .3 105.69 ... .0008
8.99 2.21 JMP JMP ... dd 6.78 +0.01 –.24 .32 .50 ... 1.00 0.70 LeoHoldingsIIIWt LIII.WT ... ... .70 ... ... ... ... ... VicShUSDiscEnhVol CSF 1.0 60.30 –0.02 .0763 BlueStarIsrael ITEQ .6 69.77 +0.94 .05 EtracsAlerianMid AMND 7.8 32.19 +0.63 .6031 FrankFTSEFrance FLFR 1.3 30.36 +0.10 .2332 InfraCapMLP AMZA 10.9 25.28 +0.44 .22 InvscUltShtDur GSY 1.0 50.50 –0.02 .0279
45.89 29.18 HighwoodsProp HIW 4.5 13 43.00 –0.69 3.32 1.24 1.35 .48 279.46 67.42 Medifast MED 2.4 27 232.62 –4.47 8.68 ... ... 1.42 VicShUSEQIncmEnh CDC 2.3 64.08 –0.12 .2028 BreakwDryBulk BDRY ... 20.92 +1.13 ... EtracsAlerMidstr AMNA 6.6 30.20 +0.01 .4767 FrankFTSEGermany FLGR 2.4 27.34 –0.13 .4064 InfraCapREITPfd PFFR 5.9 24.35 –0.10 .12 InvscVrdoTaxFr PVI .0 24.90 +0.01 ...
3.38 1.23 HillIntl HIL ... dd 2.76 –0.12 –.14 ... ... ... 161.69 82.40 JPMorganChase JPM 2.4 12 150.19 –3.11 8.88 12.89 12.00 .90 10.30 9.72 LeoHldgsIII LIII.UT ... ... 10.02 +0.04 ... ... ... ... 27.90 2.80 MedleyMgmt MDLY ... dd 5.05 –1.85 –4.26 –1.40 2.40 ... VicShUS500EnhVol CFO .8 70.62 +0.44 .0722 CP HY Trend HYTR 3.1 24.09 +0.01 .0699 EtracsAlerMid AMTR ... 35.31 +0.28 ... FrankFTSE HK FLHK 2.8 29.16 +0.18 .5597 InfusiveComp JOYY .7 35.09 +0.03 .0157 InvscVarRtPfd VRP 4.2 26.08 –0.05 .0924
117.68 80.31 Hill-Rom HRC .8 32 115.92 +1.36 3.32 5.82 6.40 .24 54.75 24.70 Jabil JBL .6 23 54.23 –0.21 .35 5.08 5.41 .08 29.78 11.13 LeviStrauss LEVI .3 dd 29.56 +0.53 ... 1.12 1.37 .06 29.26 11.62 Mednax MD ... dd 26.29 –0.65 –9.55 1.28 1.60 ... VicShUS500Vol CFA 1.0 70.63 +0.56 .0737 CabanaTarget5 TDSA .6 25.07 +0.01 .1468 ETRACSBloomETN DJCB ... 16.67 +0.38 ... FrankFTSEIndia FLIN .7 26.76 –0.64 .0575 InnovIBDBreakout BOUT ... 34.94 +0.35 ... InvscWildClnEngy PBW .5 91.09 +3.18 .1428
52.84 17.48 Hillenbrand HI 1.7 cc 49.57 –0.52 –.82 3.51 3.58 .215 137.83 69.17 JacobsEngg J .6 40 137.14 +3.36 3.71 ... 6.83 .21 12.13 8.40 LexingtonRealty LXP 3.6 19 11.97 +0.33 .66 .14 .13 .1075 131.79 87.68 Medtronic MDT 1.8 61 131.20 +5.29 3.54 ... 5.75 .58 VicShUSLCHiDivVol CDL 2.7 56.19 –0.08 .1796 CabanaTarget7 TDSB .4 25.27 –0.06 .1126 EtracsM1.5XLevCEF CEFD 10.2 31.53 +0.01 .3022 FrankFTSEItaly FLIY 2.1 27.09 –0.15 .1759 InnovIBDLdrs LDRS .7 26.97 –0.14 .0185 InvscZacksMC CZA 1.2 89.07 +0.76 1.0837
39.60 12.80 Hilltop HTH 1.4 7 34.19 +0.26 5.01 3.15 2.48 .12 34.69 11.39 JamesHardie JHX .0 89 34.63 +1.21 .55 1.03 ... .55 14.74 2.92 LibertyOilfield LBRT ... dd 10.14 –0.56 –1.36 –.41 .41 ... 87.80 71.72 Merck MRK 3.3 28 77.88 +0.41 2.78 6.50 7.03 .65 VicShUSMultMin VSMV 1.8 37.58 +0.12 .0554 CabanaTarget16 TDSE .6 27.70 +0.07 .1698 EtracsM1.5XLevMtg MVRL 11.2 47.64 +0.05 .9971 FrankFTSEJapan FLJP 1.5 30.58 –0.37 .2396 InnovatorIBD50 FFTY ... 46.69 +0.74 ... InvscZacksMltIncm CVY 2.6 23.97 +0.08 .1124
44.17 16.03 HiltonGrandVac HGV ... dd 42.74 +0.16 –2.36 1.27 2.97 ... 35.23 14.39 JanusHenderson JHG 4.3 39 33.83 +0.53 .87 ... ... .36 95.86 55.00 LifeStorage LSI 3.1 46 94.85 +3.18 2.13 2.48 2.69 .74 66.75 34.12 MercuryGeneral MCY 3.9 9 64.12 –2.02 6.77 3.85 3.45 .6325 VicShUSSCHiDiv CSB 3.4 60.20 +0.01 .2531 CabanaTarget10 TDSC .5 26.22 +0.08 .1335 ETRACSMonthPay2x SMHB 17.6 11.53 +0.13 .1691 FrankFTSEJapanHdg FLJH ... 30.31 –0.62 ... InnovLoupFrontier LOUP ... 55.07 –0.58 ... iPathBloomCocoaTR NIB ... 30.31 –0.03 ...
129.05 62.47 Hilton HLT ... dd 127.40 –0.65 –2.56 1.86 3.89 ... 17.95 10.10 JawsAcquisition JWS.UT ... ... 14.39 –0.61 ... ... ... ... 5.69 0.70 LightInTheBox LITB ... 26 3.10 +0.29 .12 –.01 .03 ... 37.50 10.01 Meredith MDP ... dd 31.15 –0.13 ... 5.01 4.26 ... VicShUSSCVolWtd CSA 1.2 64.68 +0.31 .083 CabanaTarget13 TDSD .5 27.08 +0.04 .1451 ETRACS2xLvHiDiv HDLB 8.0 15.42 +0.31 .104 FrankFTSELatAm FLLA 2.1 23.82 +0.18 .3379 InnovEAFEPwrApr IAPR ... 25.50 –0.01 ... iPathBloomCommTR DJP ... 25.27 +0.63 ...
25.40 9.87 Hims&HersHealth HIMS ... dd 11.42 –0.88 –.07 –.27 –.18 ... 17.43 9.95 JawsAcqnA JWS ... dd 12.93 –0.40 ... ... ... ... 82.53 13.80 LightspeedPos LSPD ... dd 69.62 +2.73 ... –.33 –.29 ... 117.06 40.39 MeritageHomes MTH ... 9 93.95 –4.84 11.00 11.78 ... ... VirtusTerraUSQual JOET .1 28.20 +0.12 .021 CannabisETF THCX 2.5 17.88 +0.02 .0478 ETRACSNYSEPick PYPE 8.2 17.05 +0.26 .3512 FrankFTSEMexico FLMX 1.3 23.86 +0.33 .1897 InnovEAFEPwrJan IJAN ... 26.61 +0.04 ... iPathBloomLeadTR LD ... 42.30 +0.57 ...
4.30 1.26 JawsAcqnWt JWS.WT ... ... 3.39 –0.20 ... ... ... ... 218.00 129.21 EliLilly LLY 1.8 28 188.72 –0.53 6.79 8.25 8.67 .85 WahedFTSEUSAShar HLAL .8 36.90 –0.01 .077 CapLinkGlbFin KOIN .4 41.74 –0.28 .1534 EtracsQ1.5XLevWf BDCX 10.7 37.63 ... 1.1368 FrankFTSERussia FLRU 6.0 27.82 +0.42 1.6797 InnovEAFEPwrJul IJUL ... 24.45 +0.14 ... iPathGSCI nts GSP ... 13.86 +0.18 ...
12.99 0.90 Hims&HersWt HIMS.WT ... ... 3.05 –0.54 ... ... ... ... 33.56 15.52 Meritor MTOR ... 9 28.65 +0.22 3.24 2.28 3.80 ... WstAstShrtDur WINC 3.3 26.24 +0.07 .0566 CapNextVehicles EKAR .4 40.10 –0.55 .1659 EtracsQ1.5XLevAl MLPR 25.4 29.87 +0.87 .8206 FrankFTSESaudiAr FLSA 1.8 31.34 +0.27 .1748 InnovEMPwrApr EAPR ... 25.31 +0.04 ... iPathPBBroadCmod BCM ... 34.14 +0.38 ...
17.25 9.11 HoeghLNG Ptrs HMLP 11.0 11 16.00 +0.60 2.91 1.60 1.67 .44 10.97 9.90 JawsMustang JWSM.UT ... ... 10.18 –0.06 ... ... ... ... 67.37 28.53 LincolnNational LNC 2.6 25 63.62 –1.39 2.56 9.02 10.78 .42 7.00 3.43 MesaRoyalty MTR 8.9 15 4.40 –0.10 ... ... ... .0237 WstAstTR WBND 3.1 27.25 +0.09 .0575 ChgFinUSLCFoss CHGX .5 32.04 +0.24 .1678 Etracs2xLvUSMin USML ... 28.94 +0.18 ... FrankFTSESAfrica FLZA 3.5 27.26 –0.55 .5605 InnovEMPwrJan EJAN ... 30.70 +0.07 ... iPathPBCrudeOil OIL ... 18.36 –0.27 ...
20.30 10.48 HollyEnergy HEP 6.9 13 20.28 +0.50 1.61 1.94 ... .35 10.10 9.74 JawsMustangA JWSM ... ... 9.87 –0.06 ... ... ... ... 292.49 172.76 Linde LIN 1.5 62 291.60 +1.64 4.71 9.31 10.30 1.06 37.02 12.18 MesabiTrust MSB 4.9 25 35.81 +0.81 ... 1.51 2.61 .89 WisdTrChinaxSOE CXSE .5 67.21 +2.22 .0491 ChangeCapL/S CBLS ... 26.85 +0.07 ... Etracs2xLvUSMom MTUL ... 25.37 –0.28 ... FrankFTSE SKorea FLKR .9 33.02 –0.38 .304 InnovEMPwrJuly EJUL ... 26.67 ... ... iPathBlmAgricult JJA ... 62.35 +4.26 ...
42.39 16.81 HollyFrontier HFC 4.1 dd 34.09 –1.39 –3.72 .15 2.99 .35 1.50 1.00 JawsMustangWt JWSM.WT ... ... 1.08 –0.23 ... ... ... ... 179.10 81.13 Lindsay LNN .8 42 167.32 +2.65 3.56 3.83 3.63 .33 47.01 23.97 MethodeElec MEI 1.0 14 44.58 –0.17 3.26 ... ... .11 WT CybersFd WCBR ... 22.89 +0.09 ... ChangeCapSust CBSE ... 29.45 +0.23 ... Etracs2xLvUSQu QULL ... 29.61 +0.83 ... FrankFTSESwitz FLSW 2.2 32.15 +0.15 .058 InspireCpBdImp IBD 1.4 26.13 +0.08 .0186 iPathBlmAlum JJU ... 50.39 +0.85 ...
328.83 203.85 HomeDepot HD 2.0 27 323.89 –4.19 11.94 12.80 13.86 1.65 12.78 10.25 JawsSpitfire SPFR.UT ... ... 10.62 –0.11 ... ... ... ... 7.44 2.83 Linx LINX .3 dd 6.92 +0.21 –.09 .03 ... .0184 63.60 29.18 MetLife MET 2.9 11 62.79 –0.28 5.68 ... ... .46 WisdTrEM CpBd EMCB 3.7 75.69 –0.03 .20 ClearSharesOCIO OCIO 1.5 31.85 +0.04 .0562 Etracs2xLvUSDiv SCDL ... 32.45 –0.15 ... FrankFTSETaiwan FLTW 1.8 44.34 +1.10 .7677 InspireFaithLC FEVR ... 26.77 +0.37 ... iPathBlmCoffee JO ... 39.43 +1.85 ...
31.92 22.04 HondaMotor HMC 2.1 13 30.43 –0.24 2.39 2.67 ... .2312 12.10 9.95 JawsSpitfireA SPFR ... ... 10.18 –0.18 ... ... ... ... 19.68 6.56 LionsGate A LGF.A ... dd 15.02 –1.01 ... .82 .76 ... 61.47 20.07 MetropolitanBk MCB ... 11 60.91 +6.05 4.66 5.85 ... ... WisdTrEMQualDivGrw DGRE 2.0 30.20 +0.07 .0578 ClearPitonInt BTC .0 98.98 –0.26 .0172 Etracs2xLvUSGrw IWFL ... 27.13 –0.08 ... FrankFTSE UK FLGB 2.4 24.77 –0.28 .2767 InspireFaithMC GLRY ... 29.81 –0.02 ... iPathBlmCopper JJC ... 65.51 +2.47 ...
232.35 117.11 Honeywell HON 1.7 33 224.50 –7.61 6.72 7.90 8.95 .93 4.18 1.22 JawsSpitfireWt SPFR.WT ... ... 1.68 –0.21 ... ... ... ... 16.76 6.13 LionsGate B LGF.B ... dd 12.99 –0.71 ... .82 .76 ... 1339.38 661.32 MettlerToledo MTD ... 54 1335.15 +52.82 24.91 29.75 33.04 ... WisdTrGermanyHdg DXGE 2.8 35.26 –0.40 .2537 ClearUltShMat OPER .5 100.11 ... .03 Etracs2xLvUSSize IWML ... 26.74 +0.33 ... FrankFedIntTxFr FLMI 2.2 26.67 +0.01 .0612 InspireGlblHope BLES 1.5 37.85 +0.17 .1447 iPathBlmCotton BAL ... 49.65 +2.30 ...
44.74 30.48 HoraceMannEdu HMN 3.1 13 40.46 –1.77 3.17 3.09 3.23 .31 34.86 11.82 JefferiesFin JEF 2.5 7 32.50 –0.04 2.65 ... ... .20 417.98 93.38 LithiaMotors LAD .4 17 390.70 +2.67 19.53 22.25 24.90 .35 8.19 2.78 MicroFocus MFGP 1.9 dd 7.20 –0.21 –8.90 1.44 1.43 .155 WisdTrIntRtHYBd HYZD 4.6 22.17 +0.06 .075 ColumbiaDivFixed DIAL 2.6 21.41 +0.02 .0489 Etracs2xLvUSVal IWDL ... 30.77 +0.05 ... FrankFedTxFrBd FLMB 2.0 27.23 ... .0478 InspireIntlESGETF WWJD 1.3 34.17 ... .1573 iPathBlmEnergy JJE ... 32.39 –0.21 ...
11.92 2.02 JianpuTech JT ... ... 2.88 +0.32 ... –8.67 –5.40 ... 28.75 2.93 LithiumAmericas LAC ... dd 14.22 –0.22 –.39 ... –.14 ... WisdTrIntUSAgg AGZD 2.1 47.11 ... .055 ColumbiaEMCoreXCh XCEM 1.5 32.36 –0.11 .49 ETRACS2xM092548 PFFL 4.6 19.22 +0.02 .0741 FrankInvGradeCp FLCO 3.2 25.85 +0.10 .0721 Inspire100ETF BIBL 1.0 41.05 ... .0848 iPathBlmGrains JJG ... 66.77 +5.84 ...
12.65 9.86 HorizonAcqn HZAC.UT ... ... 10.49 +0.63 ... ... ... ... 157.65 102.23 MidAmApt MAA 2.6 71 155.19 +4.17 2.19 2.48 2.53 1.025 WisdTrJapanHdgSC DXJS 2.8 43.79 –1.06 .5436 ColumbiaEMConsumer ECON .6 28.13 +0.23 .1786 ETRACSUBSBloomberg UCIB ... 18.02 +0.35 ... FrankShtDurUSGovt FTSD 1.3 95.31 +0.10 .1373 InspireS/MC Impact ISMD .8 36.40 +0.07 .0989 iPathBlmIndMet JJM ... 57.56 +1.17 ...
11.34 9.29 HorizonAcqnA HZAC ... ... 10.08 +0.24 ... ... ... ... 90.20 13.67 JinkoSolar JKS ... 73 39.23 +1.35 .75 2.58 3.39 ... 94.63 36.01 LiveNationEnt LYV ... dd 81.78 +0.79 –8.12 ... ... ... 47.57 25.32 MillerIndustries MLR 1.6 17 45.00 –0.27 2.62 2.00 1.72 .18 WisdTrUSQltyDiv DGRW 1.8 59.07 –0.26 .1253 ColumbiaIndiaCnsmr INCO .3 48.08 –1.67 .1646 ETRACSWFBusDev BDCZ 7.8 19.14 +0.01 .3792 FrankSysStyle FLSP .3 19.75 –0.06 1.5369 InspireTactBal RISN .7 28.06 +0.01 .0344 iPathBlmLivestk COW ... 37.20 –0.07 ...
3.00 0.75 HorizonAcqnWt HZAC.WT ... ... 1.40 +0.29 ... ... ... ... 151.64 56.17 JohnBeanTech JBT .3 41 138.06 +2.59 3.39 4.41 5.21 .10 13.38 10.00 LiveOakAcqnII LOKB.UT ... ... 10.54 +0.15 ... ... ... ... 81.90 38.15 MineralsTechs MTX .3 24 78.40 –3.19 3.29 4.58 5.17 .05 WisdTrUSSCQltyDiv DGRS 1.7 47.16 –0.08 .0948 ColumbiaMultMun MUST 2.1 22.53 +0.03 .039 EcofinDigPay TPAY .2 47.11 +0.18 .1021 FrankUSCoreBd FLCB 2.6 25.41 +0.04 .0583 InvscActvUSRlEst PSR 2.6 99.65 +1.86 .6044 iPathBBloomNatGas GAZ ... 15.66 +0.24 ...
13.19 9.98 HorizonAcqnII HZON.UT ... ... 10.70 –0.11 ... ... ... ... 173.65 133.65 J&J JNJ 2.6 29 165.52 +3.28 5.51 9.61 10.46 1.06 11.99 9.66 LiveOakII A LOKB ... ... 10.01 +0.01 ... ... ... ... 10.28 9.72 MissionAdv MACC.UT ... ... 9.99 +0.01 ... ... ... ... ColumbiaResEnhCore RECS .9 28.08 –0.02 .2678 EcofinGlbWater EBLU 1.3 44.49 +0.59 .2242 FrankUSLowVol FLLV 1.4 45.92 +0.24 .1289 InvscAero&Def PPA .6 74.47 –0.37 .1342 iPathBlmNickel JJN ... 64.58 +0.82 ...
... 63.52 26.23 JohnsonControls JCI 1.7 50 62.90 +0.41 .84 ... 3.02 .27 7.00 1.13 LiveOakII Wt LOKB.WT ... ... 1.85 –0.06 ... ... ... ... ... ColumbiaResEnhVal REVS 21.2 19.64 –0.03 .0115 ElemntsRogrAgri RJA ... 7.62 +0.39 ... FrankUSTreaBd FLGV 1.7 24.05 +0.03 .0384 InvscCA AMT-Fr PWZ 2.3 28.02 –0.01 .0527 iPathBlmPlatinum PGM ... 58.45 +0.96 ...
12.16
3.27
9.91
1.10
HorizonII A
HorizonII Wt
HZON
HZON.WT
...
... ...
10.24
1.77
+0.11
+0.17
...
...
...
...
...
...
...
... 186.60 79.05 JonesLang JLL ... 23 178.22 –0.96 7.70 10.65 12.60 ... 10.53 9.83 LiveOakMobility LOKM.UT ... ... 10.02 –0.09 ... ... ... ...
...
12.57
...
3.15
MissionAdvWt
MistrasGroup
MACC.WT
MG
...
... dd
.89
11.05
...
–0.22
...
–3.41
...
.31
...
...
...
... NYSE ARCA ColumbiaSustIntl ESGN 2.4 27.85 –0.16 .0832 ElemntsRogrEngy RJN ... 2.05 –0.02 ... FrankUltraShBd FLUD 1.8 24.88 –0.01 .0434 InvscCEFIncmComp PCEF 6.9 23.71 –0.12 .1366 iPathBlmPrecMet JJP ... 64.16 –0.05 ...
11.78 1.32 HorizonGlobal HZN ... dd 8.22 +0.17 –1.42 –.65 .48 ... 69.89 3.72 JumiaTech JMIA ... dd 31.13 –0.95 –2.28 –1.50 –1.31 ... 9.85 9.75 LiveOakMobilityA LOKM ... ... 9.85 ... ... ... ... ... 6.02 3.71 MitsubishiUFJ MUFG 3.6 13 5.40 –0.06 .38 .50 ... .1036 ColumbiaSusUSEqu ESGS 2.1 35.77 +0.10 .1764 ElemntsRogrMtls RJZ ... 10.92 +0.15 ... FranklinLibEM FLQE 2.6 31.49 +0.28 .7622 InvscChinaTech CQQQ .5 84.80 +3.47 .3859 iPathBlmSofts JJS ... 47.48 +1.53 ...
52.97 43.45 HormelFoods HRL 2.1 29 46.39 –0.45 1.66 1.73 1.86 .245 16.60 9.90 JuniperIndustrial JIH.UT ... ... 14.76 –0.43 ... ... ... ... ... ... LiveOakMobilWt LOKM.WT ... ... 1.61 ... ... ... ... ... 15.00 7.80 MiXTelematics MIXT 1.4 35 13.00 –0.64 .44 .13 .45 .0616 AAFFirstCLOBd AAA 1.0 25.05 ... .024 CommSvsSPDR XLC .6 76.45 –0.39 .1329 ElemntsRogrTr RJI ... 5.86 +0.09 ... FranklinLibQGlbDiv FLQD 2.6 34.02 –0.09 .0814 InvscCurrShAUD FXA ... 77.16 +0.24 ... iPathBlmSugar SGG ... 52.87 +1.17 ...
98.54 39.55 DR Horton DHI .8 11 98.21 +1.84 6.41 7.68 8.91 .20 14.88 9.60 JuniperIndlA JIH ... dd 13.04 –0.56 ... ... ... ... 23.99 4.71 Livent LTHM ... dd 18.19 +1.59 –.13 .11 .30 ... 3.19 2.20 MizuhoFin MFG 3.8 2 2.83 –0.08 3.25 ... ... .0579 AAM LowDurPfd PFLD 4.7 25.37 +0.02 .1054 CnsmrDiscSelSector XLY .7 177.82 –2.05 .2641 ElemntsSpectrmLC EEH ... 29.68 +0.22 ... FranklinGlbEquity FLQG 2.3 39.19 –0.02 .4733 InvscCurrShGBP FXB ... 134.02 +0.45 ... iPathBlmTin JJT ... 75.35 +1.02 ...
3.96 0.58 JuniperIndlWt JIH.WT ... ... 3.10 –0.39 ... ... ... ... 87.38 33.73 LiveRamp RAMP ... dd 49.17 –0.18 –1.84 .22 .32 ... AAMS&PDevMk DMDV 2.7 24.66 –0.09 .08 CnsStapleSelSector XLP 2.5 69.57 –0.24 .3569 ElemntsBiofuels FUE ... 9.48 +0.88 ... FranklinIntlEquity FLQH 3.3 27.38 –0.20 .5747 InvscCurrShCAD FXC ... 78.73 +0.20 ... iPathShillerCape CAPE ... 202.30 +0.58 ...
73.26 52.84 HoulihanLokey HLI 1.9 17 69.76 +2.23 ... 4.24 3.90 .33 9.81 7.72 MobileTeleSys MBT 7.6 9 8.56 +0.16 .96 70.04 76.89 .1858 AAMS&PEMHiDivVal EEMD 3.5 23.22 –0.02 .1011 CorbettRdTactOpp OPPX ... 25.72 ... ... ElemntsGrain GRU ... 4.57 +0.44 ... GabelliGrwInn GGRW ... 24.06 +0.08 ... InvscCurrShEuro FXE ... 113.31 +1.11 ... iPathSilverETN SBUG ... 35.99 +0.06 ...
128.88 8.68 Hovnanian HOV ... 11 125.57 +10.08 ... 3.91 –2.25 ... 27.83 19.51 JuniperNetworks JNPR 3.2 33 25.30 –0.71 .77 1.64 1.83 .20 2.43 1.17 LloydsBanking LYG 1.4 37 2.35 –0.04 .06 .25 .28 .0318 48.20 25.00 ModelN MODN ... dd 41.79 +1.01 –.40 .14 .36 ... AAMS&P500HiDivV SPDV 3.1 29.88 +0.12 .0894 CoreAlternative CCOR 1.3 29.75 +0.40 .10 EnSelectSectorSPDR XLE 4.4 47.54 –0.86 .5199 GabelliLovePlanet LOPP ... 27.59 –0.02 ... InvscCurrShJPY FXY ... 87.32 +0.72 ... iShAAA-ARtdCorpBd QLTA 2.2 56.05 +0.23 .0932
107.78 41.64 HowardHughes HHC ... dd 105.93 –1.40 –.50 ... 3.05 ... 4.97 0.95 JupaiHoldings JP ... dd 2.08 +0.08 –.14 6.81 6.81 ... 39.85 14.00 loanDepot LDI .0 ... 20.18 +0.43 ... 2.75 3.09 .612 16.90 3.29 ModineMfg MOD ... dd 16.71 +1.17 –.04 .94 1.39 ... AIPoweredEquity AIEQ .3 39.58 +0.04 .02 CSFIEnhEur50ETN FEUL ... 105.00 +2.50 ... ER Entrepreneurs ENTR .0 25.38 +0.07 1.6517 GadsdenDynMult GDMA .8 32.35 –0.03 .0061 InvscCurrShCHF FXF ... 99.39 +0.68 ... iShA/PDividend DVYA 3.5 41.41 –0.11 .4806
33.42 9.87 HowmetAerospace HWM ... 55 31.96 –0.74 .59 ... ... ... 417.62 319.81 LockheedMartin LMT 2.8 15 377.29 –14.52 24.30 26.67 28.03 2.60 59.63 26.05 Moelis MC 3.9 20 56.94 +2.72 2.95 ... 3.16 .55 AIPwrdIntlEqu AIIQ 1.2 33.63 –0.11 .4136 CS FI LC Grwth FLGE ... 637.51 –3.64 ... ER Next Entre ERSX .5 23.90 +0.15 .1146 GlblBetaLowBeta GBLO 1.6 23.21 +0.01 .1201 InvscDBComm DBC ... 17.64 +0.20 ... iShBBCpBd HYBB 4.2 51.82 +0.02 .1633
19.64
196.05
12.79
105.34
HuanengPower
Hubbell
HNP
HUBB
4.8
2.1 30
9 14.07
191.12
–0.10
+1.84
...
6.43
2.74
...
2.83
...
.7752
.98 K 55.40
6.69
27.33
3.13
Loews
LomaNegra LOMA
L .5
4.3
dd
5
55.21
5.95
+0.84
+0.03
–3.32
1.35
3.40
1.17
3.50
1.75
.0625
.2643
206.20
257.68
67.79
151.40
MohawkInds
MolinaHealthcare
MHK
MOH
...
...
28
23
203.34
255.44
–1.47
+5.14
7.22
11.23
...
...
13.16
...
...
...
ALPSCleanEnergy ACES
ALPS DisrupTech DTEC
.4
.4
76.06
47.88
+1.44
+0.35
.0478
.169
CS S&P MLP MLPO 7.9
CSX Mthly2xLvMtg REML 11.9
9.31
7.05
+0.99
+0.08
.1689
.1938
EthoClimateLeader ETHO .7
FIEnhEurope50ETN FIEE ...
59.42
187.62
+0.52
+1.96
.07
...
GlbBetaRisingStars GBGR .5
GlbBetaSmartIncm GBDV 3.6
24.42
21.19
–0.08
–0.01
.0154
.2132
InvscDBAgriFd DBA ...
InvscDBBaseMet DBB ...
18.21
19.74
+0.72
+0.38
...
...
iShAgencyBond
iShCMBSETF
AGZ
CMBS
1.0
2.4
118.24
54.29
+0.02
+0.08
.0705
.1017
564.94 139.86 HubSpot HUBS ... dd 564.63 +43.45 –1.90 1.57 2.24 ... 10.27 9.76 LongviewII LGV.UT ... ... 10.10 –0.05 ... ... ... ... 56.10 32.11 MolsonCoorsB TAP ... dd 52.27 –1.20 ... 3.78 4.06 ... ALPSEmgDivDogs EDOG 2.6 24.07 +0.02 .1325 DBGoldDoubleLg DGP ... 38.11 –0.03 ... FidelityCorpBd FCOR 2.5 54.96 +0.18 .103 GlbXAdaptiveUS AUSF 2.4 29.66 +0.16 .16 InvscDBEnerFd DBE ... 13.63 –0.14 ... iShGovt/CreditBond GBF 1.5 121.22 +0.16 .1154
8.54 1.86 HudbayMinerals HBM .2 dd 7.35 –0.55 –.55 .25 .67 .0077 20.85 10.28 KAR Auction KAR ... dd 15.63 +0.17 –.16 .90 1.14 ... 69.02 16.73 LouisianaPacific LPX .9 15 67.60 +0.89 4.46 7.63 4.73 .16 18.86 10.83 MonmouthRealEst MNR 3.9 dd 18.32 –0.01 –.50 .58 .43 .18 ALPS EqSecWgh EQL 1.7 97.59 –0.04 .3716 DBGoldDoubleShrt DZZ ... 2.94 ... ... FidelityDivRising FDRR 2.1 41.77 –0.03 .236 GlbXAdaptUSRisk ONOF ... 27.38 +0.03 ... InvscDBG10Curr DBV ... 24.98 –0.09 ... iSh10-20YTreasBd TLH 1.4 143.99 +0.73 .1577
49.71 24.62 KB Fin KB 2.7 7 48.96 +1.59 7.47 9.08 9.51 1.571 208.98 95.72 Lowe's LOW 1.2 26 200.93 –7.32 7.75 9.84 11.13 .60 ALPSIntlDivDogs IDOG 2.8 28.10 –0.02 .2431 DBGoldShortETN DGZ ... 10.47 ... ... FidelityHiDiv FDVV 2.7 36.79 –0.07 .278 GlbXCopperMiners COPX 1.0 39.22 –0.52 .3226 InvscDBGoldFd DGL ... 51.28 –0.02 ... iSh0-5YTIPSBd STIP 1.4 105.90 +0.01 .2523
30.97 18.62 HudsonPacProp HPP 3.6 cc 27.41 –0.37 ... –.02 .05 .25 59.62 16.41 MontroseEnvl MEG ... dd 52.56 –3.97 –6.48 ... ... ... ALPSMedBreak SBIO ... 48.80 +0.68 ... DayHaganNedRes SSUS .4 32.47 –0.01 .1449 FidelityHYFactor FDHY 4.2 55.52 +0.10 .155 GlbX EM Bd EMBD 3.7 26.78 +0.04 .0915 InvscDBOilFund DBO ... 11.08 –0.15 ... iShBloomRollSel CMDY .1 51.39 +0.93 .0662
474.70 359.46 Humana HUM .6 18 448.64 +13.36 25.31 ... 24.63 .70 50.16 20.46 KB Home KBH 1.3 14 47.83 –1.83 3.13 5.81 6.58 .15 3.60 0.68 Luby's LUB ... dd 3.56 +0.07 –.97 .04 .08 ... 329.04 235.14 Moody's MCO .8 35 327.73 +5.73 9.39 ... ... .62
40.60 16.64 KBR KBR 1.1 dd 40.17 +0.30 –.51 2.15 2.37 .11 ALPSREITDivDogs RDOG 4.1 46.51 +0.68 .5111 DefianceNextGen FIVG .9 36.74 +0.14 .0579 FidelityIntlHiDiv FIDI 2.7 20.50 –0.20 .183 GlbXFTSENordReg GXF 1.0 30.40 +0.25 .1822 InvscDBPrecMetls DBP ... 49.39 –0.12 ... iShCalifMuniBd CMF 1.7 62.69 +0.08 .0829
210.74 136.44 HuntingIngalls HII 2.2 12 206.13 –1.93 17.14 12.26 14.59 1.14 20.17 11.56 LufaxHolding LU ... 19 14.21 +0.41 .81 ... ... ... 87.52 37.79 Moog A MOG.A 1.2 dd 84.19 –2.38 ... ... ... .25 ALPSSectorDivDogs SDOG 3.1 52.67 –0.05 .4757 DefNextGenH2 HDRO ... 25.70 –0.11 ... FidelityIntlValue FIVA 2.4 24.10 –0.16 .212 GlbX FTSE SE Asia ASEA 2.2 14.87 –0.04 .0979 InvscDBSilverFd DBS ... 36.60 +0.16 ... iShCmdCurve CCRV ... 24.22 +0.40 ...
29.79 13.86 Huntsman HUN 2.3 cc 28.31 –1.05 4.66 2.20 ... .1625 79.40 31.79 KE Holdings BEKE ... cc 56.38 +4.85 ... ... 8.18 ... 35.10 5.26 LumberLiqu LL ... 12 24.31 –3.16 2.10 1.33 1.52 ... 86.00 45.00 Moog B MOG.B 1.2 dd 85.00 +1.59 ... 4.61 ... .25 ARKInnovationETF ARKK .0 123.70 –0.68 1.6277 DefNextGenSpac SPAK ... 25.35 +0.23 ... FidelityIGBd FIGB 1.0 50.01 –0.02 .041 GlbX GoldExplorers GOEX 2.8 32.75 –0.14 .8955 InvscDBUSDBear UDN ... 21.52 +0.18 ... iShAggrAllocation AOA 1.5 69.32 –0.12 .1141
92.22 41.87 HyattHotels H ... dd 83.21 –0.96 ... ... ... ... 10.22 9.90 KKR Acqn I KAHC.UT ... ... 10.05 –0.03 ... ... ... ... 16.60 8.51 LumenTech LUMN 7.7 dd 13.04 +0.33 –1.14 1.60 1.38 .25 86.64 35.53 MorganStanley MS 1.7 11 80.95 +2.36 6.46 6.79 6.93 .35 ARK NextGen ARKW .0 152.00 –3.41 1.8945 DefianceQuantum QTUM .4 48.71 +0.01 .0265 FidelityIGSecur FSEC .3 50.10 +0.06 .014 GlbX GuruIndex GURU 2.5 47.79 –0.03 .9019 InvscDBUSDBull UUP ... 24.45 –0.20 ... iShConsAllocat AOK 1.9 39.34 –0.03 .0496
58.66 7.95 Hyliion HYLN ... dd 9.35 +0.49 –.38 –.75 –.54 ... 55.33 23.12 KKR KKR 1.0 17 55.10 +1.79 3.37 2.70 ... .135 3.81 1.72 LumentFinance LFT 9.5 11 3.77 +0.01 .34 .38 .39 .09 35.20 9.57 Mosaic MOS .6 20 33.95 +0.49 1.75 2.57 2.30 .05 AtacUSRotation RORO ... 23.71 +0.08 ... DeltaShS&P500Mgd DMRL .7 70.62 –0.27 .1775 FidelityLtdTermBd FLTB 1.3 52.40 +0.03 .036 GlbXLithium&Batt LIT .4 63.27 +2.54 .0879 InvscDefEquity DEF 1.2 64.26 +0.45 .794 iShCoreDivGrowth DGRO 2.1 50.00 –0.12 .2622
102.17 30.25 HysterYaleMatls HY 1.5 38 84.41 –0.43 ... ... ... .3175 19.96 13.20 KKR RealEstFin KREF 8.8 20 19.65 –0.21 .96 1.87 1.81 .43 22.16 11.42 Luxfer LXFR 2.5 28 20.01 –0.80 .73 1.15 1.39 .125 11.86 9.90 MotiveCapital MOTV.UT ... ... 10.07 –0.12 ... ... ... ... AberdStdBlAllCm BCD 1.1 28.56 +0.54 .3274 DeltaShS&P400Mgd DMRM .3 59.75 +0.43 .0653 FidelityLowVol FDLO 1.2 46.34 +0.12 .147 GlbX MLP&Energy MLPX 6.9 32.32 +0.27 .5654 InvscDJIADiv DJD 3.1 43.90 –0.09 .3371 iShCore5-10YUSDBd IMTB 2.5 51.30 +0.03 .0769
13.17 9.17 KT KT 2.8 12 13.12 +0.38 1.14 1.37 1.52 .4986 42.06 8.47 Lydall LDL ... dd 33.32 +1.06 –4.24 1.24 1.69 ... 10.87 9.61 MotiveCapA MOTV ... ... 9.79 –0.11 ... .18 .34 ... AberdStdBlACStr BCI .6 24.67 +0.51 .1496 DeltaShS&PIntMgd DMRI .8 52.63 +0.33 .338 FidelityCommSvs FCOM .6 51.59 –0.20 .077 GlbX MLP MLPA 10.2 34.71 +0.79 .825 InvscDynBiotech PBE ... 76.51 +1.27 ... iShGrwthAllocation AOR 1.7 55.11 –0.05 .1145
189.40 75.61 Kadant KAI .5 38 183.22 +2.24 4.77 5.85 6.62 .25 25 AberdStdPhysGold SGOL ... 17.07 ... ... DeltaShS&P600Mgd DMRS .2 57.21 +0.14 .0679 FidelityMSCICnDisc FDIS .5 80.73 –0.67 .10 GlbXMSCIArgentina ARGT .3 30.08 –0.33 .0854 InvscDynBuilding PKB .2 51.59 +0.03 .0193 iShCoreHiDividend HDV 3.7 95.52 –0.96 .8821
112.73 49.04 LyondellBasell LYB 4.0 104.41 –3.14 4.24 12.18 11.63 1.05
I 8.50 0.44 KaleyraWt KLR.WT ... ... 4.08 +0.28 ... ... ... ...
3.24
192.84
0.70
124.36
MotiveCapWt
MotorolaSol
MOTV.WT
MSI
...
1.5
...
35
.91
189.98
–0.10
+1.38
...
5.45
...
8.63
...
9.55
...
.71
AberdStdPhysPall PALL
AberdStdPhysPlat PPLT
...
...
267.42
115.22
+7.70
+2.63
...
...
DemocracyIntlFd DMCY ...
DimenEmgCore DFAE .0
26.06
29.00
–0.05
+0.27
...
.0011
FidelityMSCICnStpl FSTA 2.4
FidelityMSCIEn FENY 3.9
42.47
12.84
–0.09
–0.23
.251
.142
GlbXMSCIChinaCm CHIC 1.4
GlXMSCIChinaCnsDisc CHIQ .1
28.17
34.41
+1.05
+0.95
.3097
.0224
InvscDynEnerExpl PXE 2.8
InvscDynFood&Bev PBJ 1.1
14.24
41.77
–0.22
+0.11
.0306
.1212
iShCoreMSCIEM IEMG
iShCoreMSCIEurope IEUR
1.8
1.9
66.13
57.00
+0.44
–0.10
.7235
.4967
59.80 29.48 Kaman KAMN 1.5 dd 51.93 –1.18 –2.52 ... 2.03 .20
66.85 32.13 IAA IAA ... 42 60.85 –1.27 1.44 1.95 2.24 ... 302.02 122.35 KSCitySouthern KSU .7 45 301.62 +44.11 6.54 8.92 10.51 .54 M 32.47
45.81
8.68
20.91
Movado
MuellerIndustries
MOV
MLI
2.6
1.1
dd
15
31.02
45.30
+0.04
+0.16
...
2.47
2.68
4.10
3.07
4.60
.20
.13
AberdStdPhyPrMt GLTR
AberdStdPhySilv SIVR
...
...
97.64
25.10
+0.58
+0.02
...
...
DimenIntlCore
DimenUSCore
DFAI .7
DFAU .6
28.97
29.56
–0.13
+0.03
.0801
.0508
FidelityMSCIFinls FNCL 1.7
FidelityMSCIHlthCr FHLC 1.3
50.94
62.31
+0.11
+1.00
.222
.201
GlbXMSCIChCS CHIS .7
GlbXMSCIChinaEner CHIE 3.5
33.11
9.53
+1.19
–0.03
.1214
.2018
InvscDynLCGrw PWB .1
InvscDynLCValue PWV 2.1
72.06
44.17
–0.84
...
.0183
.1944
iShMSCIIntlDev IDEV
iShCoreMSCIPacific IPAC
1.8
1.6
67.34
67.87
–0.27
–0.53
.6618
.5006
18.47 7.66 ICICI Bank IBN ... 26 15.08 –0.14 .42 ... ... ... 72.88 56.61 Kellogg K 3.6 17 63.28 –0.07 3.63 3.99 4.16 .57 14.66 7.32 MuellerWater MWA 1.5 29 14.56 +0.32 .45 .57 .65 .055 AbsoluteCrStrat ABEQ .6 27.37 +0.04 .0893 DirexAuspiceBroad COM ... 29.22 +0.64 ... FidelityMSCIIndls FIDU 1.1 54.02 +0.31 .154 GlbXMSCIChinaFinl CHIX 2.1 16.23 +0.15 .3032 InvscDynLeisure PEJ .7 45.91 –0.14 .0201 iShModAllocation AOM 1.8 44.52 +0.02 .1125
6.52 2.92 ICL Group ICL 1.6 cc 6.43 –0.02 .01 ... .38 .0265 85.70 54.41 Kemper KMPR 1.5 14 83.30 +0.45 6.14 6.12 6.81 .31 164.72 85.09 M&T Bank MTB 2.9 14 153.12 –0.74 ... 11.41 11.87 1.10 12.93 5.48 MultiPlan MPLN ... dd 7.18 +0.78 –1.11 .10 .18 ... AcquirersFund ZIG .2 26.07 –0.36 .0414 DirexConCnsmr CCON .1 61.38 –0.86 .0478 FidelityMSCIIT FTEC .7 113.72 –0.51 .198 GlbXMSCIChinaHC CHIH .1 30.15 +2.08 .0171 InvscDynMarket PWC .7 121.91 –0.63 .0738 iShCoreS&P500 IVV 1.4 418.31 –0.58 1.3111
103.24 78.91 IDACORP IDA 2.8 21 100.28 –0.76 4.69 4.76 4.92 .71 43.04 20.40 Kennametal KMT 1.9 dd 41.04 –1.21 –.07 .69 1.53 .20 10.82 5.52 MBIA MBI ... dd 10.08 +0.10 –9.78 –1.14 –1.80 ... 3.77 0.88 MultiPlanWt MPLN.WT ... ... 1.37 +0.19 ... ... ... ... AcruenceActUS XVOL ... 20.06 ... ... DirexAeroBl3 DFEN .1 22.13 –0.40 .0128 FidelityMSCIMatls FMAT 1.4 46.38 +0.16 .163 GlbXMSCIChinaIndls CHII 1.4 16.52 +0.50 .1807 InvscDynMedia PBS .4 52.90 –0.05 .0993 iShCoreS&P MC IJH 1.0 273.91 +2.55 .6672
23.78 5.02 IDT IDT ... 14 22.90 +0.26 ... 1.20 1.27 ... 21.13 12.06 KennedyWilson KW 4.3 31 20.55 +0.12 .66 –.13 –.04 .22 62.61 20.15 MDC Holdings MDC 2.5 12 60.41 –1.72 5.17 7.40 8.09 .3429 20.53 7.00 MurphyOil MUR 3.1 dd 16.04 –0.86 –7.48 ... .20 .125 AdasinaSocJust JSTC ... 17.05 +0.07 ... DirexBrazilBull2X BRZU .7 102.34 +2.68 .3222 FidelityRealEst FREL 3.0 29.21 +0.46 .192 GlbXMSCIChinaIT CHIK .4 32.26 +1.60 .0133 InvscDynNetwkg PXQ .2 88.12 –0.28 .0039 iShCoreS&P SC IJR .9 110.91 +0.14 .2656
107.37 63.95 IHS Markit INFO .7 80 106.81 +2.87 2.17 3.14 3.49 .20 36.27 16.00 KenonHoldings KEN ... 4 34.25 +1.50 9.41 ... ... ... 10.48 9.73 MDH Acqn MDH.UT ... ... 10.00 +0.03 ... ... ... ... AdvShAlphaDNA SENT ... 27.37 +0.01 ... DirexCSIChinaInt CWEB ... 58.05 +4.38 ... FidelityMSCIUtils FUTY 2.9 43.10 –0.41 .32 GlbXMSCIChLC50 CHIL .9 40.10 +1.31 .2426 InvscDynOil&GasSv PXJ 4.5 3.14 –0.10 .0613 iShS&PTotlUSStkMkt ITOT 1.3 96.29 +0.05 .2964
159.00 101.06 MurphyUSA MUSA .7 11 141.57 –1.25 13.08 7.64 8.27 .25 AdvShDorseyADR AADR .1 65.79 +1.11 .0667 DirexCSI300CnA CHAD ... 17.16 –0.77 ... FidelityMomFactor FDMO .6 47.96 +0.01 .056 GlbXMSCIChinaMatls CHIM 1.5 25.06 +0.90 .2116 InvscDynPharm PJP .7 79.50 –0.42 .1526 iShCore10+YUSDBd ILTB 3.1 70.27 +0.36 .1834
12.76 4.92 ING Groep ING 1.0 ... 12.35 –0.28 .73 1.17 ... .1236 28.85 10.02 KensingtonCapII KCAC.UT ... ... 10.70 –0.06 ... ... ... ... 9.82 9.60 MDH Acqn A MDH ... ... 9.75 –0.07 ... ... ... ... 11.50 9.80 MusicAcqn TMAC.UT ... ... 10.01 –0.09 ... ... ... ...
10.65 9.97 KensingtonII A KCAC ... ... 10.12 ... ... ... ... ... 0.70 0.45 MDH Acqn Wt MDH.WT ... ... .51 ... ... ... ... ... AdvShDbLineVal DBLV 1.1 92.73 +0.04 1.0248 DirexCSI300CnABl2 CHAU .0 41.42 +3.33 .0088 FidelityQualFactor FQAL 1.3 47.89 ... .166 GlbXMSCIChRlEst CHIR 4.3 16.99 –0.03 .4816 InvscDynSemicon PSI .2 125.32 –0.33 .0238 iShCoreUSAggBd AGG 2.1 114.75 +0.21 .1722
27.08 6.38 Invesco IVZ 2.3 23 26.51 –0.06 1.13 2.70 ... .155 9.86 9.65 MusicAcqnA TMAC ... ... 9.77 ... ... ... ... ... AdvShFocusedEqu CWS .3 47.86 +0.98 .1195 DirexCloudBr2 CLDS ... 22.11 +0.06 ... FidelitySmallMid FSMD 1.1 33.91 +0.18 .08 GlbXMSCIChUtil CHIU 2.4 16.54 –0.15 .2499 InvscDynSoftware PSJ ... 167.04 –0.02 ... iShCoreUS REIT USRT 2.5 55.83 +1.00 .3357
18.25 10.20 IonAcqn1 IACA.UT ... ... 10.71 +0.18 ... ... ... ... 3.50 1.09 KensingtonII Wt KCAC.WT ... ... 2.48 ... ... ... ... ... 33.64 18.50 MDU Rscs MDU 2.5 17 33.44 +0.59 1.95 2.04 2.22 .2125 0.88 0.50 MusicAcqnWt TMAC.WT ... ... .57 –0.11 ... ... ... ... AdvShFolioBey FWDB 1.8 25.91 ... .0288 DirexCloudBl2 CLDL ... 24.72 –0.09 ... FidelityTotalBdETF FBND 2.2 52.96 +0.11 .085 GlbXMSCIColombia GXG 3.7 28.60 –1.18 .5848 InvscEMSovDebt PCY 4.4 27.52 –0.07 .1059 iShCurrHdgNikk400 HJPX 1.2 34.60 –0.80 .2122
17.20 9.92 IonAcqn1 A IACA ... ... 10.21 +0.09 ... ... ... ... 21.81 9.05 KeyCorp KEY 3.6 12 20.77 +0.09 1.27 ... ... .185 4.41 1.33 MFA Financial MFA 6.9 dd 4.32 +0.02 –1.57 .35 .38 .075 23.98 9.96 MyersIndustries MYE 2.5 21 21.78 +0.45 1.02 .98 1.13 .135 AdvShHotel BEDZ ... 25.32 ... ... DirexCnsDiscBl3 WANT ... 66.01 –2.47 ... FidelityUSMulti FLRG 3.1 23.98 ... .06 GlbX MSCIGreece GREK 2.4 28.27 –0.02 .5346 InvscFinlPfd PGF 4.8 19.00 –0.04 .0763 iShCurHdgMSCIUS HAWX 1.8 32.12 –0.19 .2741
6.20 1.05 IonAcqn1Wt IACA.WT ... ... 2.36 +0.17 ... ... ... ... 155.50 90.62 KeysightTechs KEYS ... 44 147.86 +2.46 3.31 5.74 6.07 ... 15.01 6.03 MGIC Investment MTG 1.6 12 14.93 +0.62 1.29 1.68 1.86 .06 30.90 11.04 MyovantSciences MYOV ... dd 19.94 +1.88 –3.37 ... ... ... AdvShNewfleet MINC 2.1 48.80 –0.07 .062 DirexDJBear3X WEBS ... 18.98 +0.46 ... FidelityValFactor FVAL 1.3 46.85 –0.09 .159 GlbXMSCINextEm EMFM 2.5 20.11 +0.03 .2584 InvscFTSEDvMktxUS PXF 1.9 47.45 –0.36 .2967 iShCurrHdgMSCICda HEWC 4.7 30.12 –0.39 .3409
11.59 9.72 ION Acqn 2 IACB.UT ... ... 10.30 ... ... ... ... ... 70.54 45.28 KilroyRealty KRC 3.0 41 67.03 –0.41 1.63 1.66 1.88 .50 35.71 21.00 MGMGrowthProp MGP 5.6 64 35.17 –0.10 .59 1.34 1.38 .495 AdvShPureCannab YOLO 1.0 21.16 –0.29 .0373 DirexDJBull3X WEBL ... 76.95 –2.55 ... FieldUVAUnconMed FFIU 2.5 26.21 +0.01 .053 GlbXMSCINigeria NGE 6.4 12.04 +0.35 .7676 InvscDevMktxUSSM PDN 1.6 38.14 ... .162 iShCurHdgMSCIEAFE HSCZ 1.3 35.97 –0.37 .2058
10.36 10.00 IonAcqn2 A IACB ... ... 10.15 +0.03 ... ... ... ... 11.05 5.57 KimbellRoyalty KRP 6.7 dd 10.13 +0.01 –4.85 .29 .32 .19 42.74 11.77 MGM Resorts MGM .0 dd 41.51 +1.25 –2.02 ... ... .0025 AdvShPureUSCan MSOS ... 39.70 –0.50 ... DirexEM Bear3 EDZ ... 8.10 –0.13 ... FinSelSectorSPDR XLF ... 35.38 –0.02 ... GlbX MSCINorway NORW 1.8 14.50 –0.04 .1339 InvscFTSERAFIEM PXH 2.4 22.87 +0.06 .0248 iShCurHdMSCIEurozn HEZU 2.1 35.11 –0.27 .473
1.89 1.05 IonAcqn2 Wt IACB.WT ... ... 1.30 –0.30 ... ... ... ... 160.16 128.02 KimberlyClark KMB 3.5 19 132.11 –7.11 6.87 7.72 8.17 1.14 63.45 18.31 MI Homes MHO ... 7 59.61 –2.52 8.23 7.96 7.78 ... N AdvShQDynGrw
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104.75
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156.69
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5.35 1.36 IONGeophysical IO ... dd 2.22 +0.06 –2.61 ... ... ... 20.61 8.35 KimcoRealty KIM 3.3 9 20.37 +0.65 2.25 .43 .56 .17 35.21 17.98 MinisoGroup MNSO ... dd 27.44 +2.60 ... 2.02 4.59 ...
17.97 11.45 KinderMorgan KMI 6.4 21 16.78 +0.24 .05 1.04 .93 .27 6.85 0.99 MOGU MOGU ... dd 1.67 +0.06 ... –.63 .16 ... AdvShRangerEqBear HDGE ... 24.08 –0.34 ... DirexEnergyBl2 ERX 2.1 22.08 –0.84 .1219 FTActiveFactorSC AFSM .4 26.07 +0.01 .06 GlbXISuperDivEM SDEM 5.6 12.20 ... .0555 InvscFundInvCpBd PFIG 2.4 26.82 +0.01 .0507 iShCurrHdgMSCIUK HEWU 2.6 22.34 –0.34 .2362
235.51 126.35 IQVIA IQV ... cc 232.30 +16.74 1.43 ... 9.74 ... 35.70 17.95 NACCO Inds NC 3.4 11 22.47 +0.09 ... 13.45 15.50 .1925 AdvShRestaurant EATZ ... 24.99 ... ... DirexChinaBr3 YANG ... 12.83 –0.59 ... FT ConsDscAlpDx FXD .2 61.04 +0.04 .0457 GlXS&P500CCGrw XYLG 5.0 29.53 –0.10 .1127 InvscGlbClnEner PBD .4 31.39 +0.51 .0204 iShCybersecurity IHAK .4 40.82 –0.25 .0105
5.29 2.54 IRSA IRS ... dd 3.71 –0.09 4.09 .04 .04 ... 5.50 1.40 KingswayFin KFS ... dd 4.50 –0.13 –.35 –4.08 .40 ... 26.88 15.05 MPLX MPLX 10.4 dd 26.52 –0.09 –.80 2.57 ... .6875 42.27 15.18 NCR NCR ... dd 41.87 +1.68 –.86 2.54 3.34 ... AdvShStrGlbBW VEGA .3 39.09 –0.01 .1047 DirexChinaBl3 YINN .8 20.38 +0.89 .0454 FT ConsStaples FXG 1.3 58.74 +0.02 .208 GlbXS&P500Cv XYLD 9.2 47.71 –1.08 .3611 InvscGlblPrvEqu PSP 3.3 15.48 –0.13 .0884 iShUSBasicMaterial IYM 1.3 131.19 +0.20 .4207
94.87 44.21 ITT ITT .9 cc 94.39 +1.65 .83 3.71 4.32 .22 11.17 9.99 KingswoodAcqn KWAC.UT ... ... 10.38 –0.12 ... ... ... ... 51.77 9.78 MP Materials MP ... cc 29.58 –1.06 –.27 .39 .59 ... 7.44 1.87 NGL Energy NGL .0 dd 1.94 –0.10 –4.59 ... ... .10 AdvShSageCore HOLD 1.1 98.71 –0.01 .045 DirexFTSEEurBull3x EURL .1 34.29 –0.25 .051 FT DJ GlbSelDiv FGD 3.8 25.73 –0.01 .1074 GlbXS&P500QualDiv QDIV 2.6 30.30 +0.07 .067 InvscGlbShrtHYBd PGHY 5.4 22.10 –0.11 .0948 iShUSConsumerSvcs IYC .5 77.58 –0.83 .0858
5.35 2.86 IamGold IAG ... 42 3.34 –0.02 .09 .27 .37 ... 10.35 9.77 KingswoodA KWAC ... ... 10.04 –0.03 ... ... ... ... 39.09 1.17 MP Matls Wt MP.WT ... ... 18.56 –0.69 ... ... ... ... 66.99 2.91 NIO NIO ... dd 41.08 +4.99 ... –2.78 –.57 ... AdvShViceETF VICE 1.0 35.74 +0.13 .3669 DirexFinlBear3 FAZ ... 30.38 –0.40 ... FT DJ Internet FDN ... 230.51 –2.46 ... GlbXSilverMiners SIL 2.0 43.96 –0.04 .7347 InvscIndia PIN ... 23.34 –0.56 ... iShUSConsumerGoods IYK 1.3 183.00 –1.13 .5198
10.20 9.80 IberePharm IBER.UT ... ... 10.01 –0.07 ... ... ... ... 1.29 0.48 KingswoodWt KWAC.WT ... ... .54 ... ... ... ... ... 10.00 3.59 MRC Global MRC ... dd 8.63 –0.58 –3.63 .05 ... ... 8.50 2.65 NL Industries NL ... 30 7.52 –0.77 .30 ... .65 ... AGFiQ GlbInfr GLIF 2.4 26.14 +0.14 .0259 DirexFinlBull3 FAS .3 101.92 +0.27 .1286 FT Dow30EW EDOW 1.6 30.23 –0.23 .1154 GlblXSuperDividend SDIV 6.6 14.11 +0.03 .088 InvscIntlCpBd PICB 1.1 29.31 +0.05 .025 iShUSFinlServices IYG 1.3 179.02 +0.49 .5463
9.80 9.65 IberePharmA IBER ... ... 9.69 ... ... ... ... ... 10.32 5.88 KinrossGold KGC 1.6 7 7.35 –0.15 1.07 ... ... .03 172.84 96.44 MSA Safety MSA 1.1 53 161.65 +6.02 3.05 4.75 5.50 .43 17.50 7.70 NOV NOV ... dd 13.29 +0.05 –6.62 –.47 .10 ... AGFiQHdgDivIncm DIVA 1.7 24.17 +0.03 .0269 DirexGoldMinBr2 DUST ... 17.81 –0.10 ... FT EIP Carbon ECLN 1.7 23.90 +0.05 .0776 GlbXSuperDivUS DIV 6.1 19.70 +0.01 .0885 InvscInvGradeDef IIGD 1.4 26.68 ... .0257 iShUSHealthcare IYH 1.1 267.84 +4.33 .6606
0.72 0.57 IberePharmWt IBER.WT ... ... .68 ... ... ... ... ... 70.00 35.10 Kirby KEX ... dd 61.73 –0.44 –4.55 1.40 2.34 ... 488.36 299.09 MSCI MSCI .6 68 486.50 +12.98 7.12 9.35 10.61 .78 11.98 4.03 NOW DNOW ... dd 9.54 –0.22 –3.91 –.26 .16 ... AGFiQ US NeutAB BTAL ... 17.06 –0.10 ... DirexGoldMinBl2 NUGT ... 66.78 +0.14 ... FT EnergyAlpDx FXN 3.3 9.90 +0.01 .0646 GlbXSuperIncPfd SPFF 5.7 11.96 –0.04 .0565 InvscInvGradeValue IIGV 2.2 27.24 +0.04 .0439 iShUSRealEstate IYR 2.1 98.20 +1.88 .4439
226.73 141.86 IDEX IEX .9 45 225.19 +4.62 4.94 5.87 6.49 .50 57.69 31.72 KirklandLakeGold KL 1.9 13 38.51 +0.76 2.91 3.45 ... .1875 93.92 56.29 MSC Industrial MSM 3.3 27 90.36 +1.70 ... 4.76 5.24 .75 44.08 28.22 NRG Energy NRG 3.5 18 37.12 –1.56 2.07 3.98 5.29 .325 AlerianEnergyInfr ENFR 6.6 17.66 +0.11 .3522 DirexHlthcrBull3 CURE .0 98.71 +5.07 .0061 FT EqCompRiskMgr ERM 1.0 24.36 +0.01 .0314 GlbX US Pfd PFFD 5.1 25.88 +0.02 .109 InvscMSCIGrnBldg GBLD ... 25.05 ... ... iShUSUtilities IDU 2.8 82.43 –0.92 .5505
21.46 7.41 KiteRealty KRG 2.2 dd 20.54 +0.65 –.19 ... ... .17 20.90 8.57 MSG Networks MSGN ... 5 16.27 +0.51 ... 2.71 2.21 ... AlerianMLPETF AMLP 9.0 32.19 +0.86 .68 DirexHmbldrBull3 NAIL ... 91.34 –3.54 ... FT EqCompTactical TERM 1.0 21.28 ... .0257 GlbX Uranium URA 1.4 19.05 –0.31 .1032 InvscMSCISusFut ERTH .2 76.82 +1.71 .1023 iShUS Energy IYE 3.2 25.49 –0.42 .1173
31.58 10.53 iHuman IH ... dd 12.10 –0.03 ... ... ... ... 5028.85 2660.00 NVR NVR ... 20 4862.59 –122.26 230.11 324.33 365.08 ... AlgerMC40 FRTY ... 20.56 +0.25 ... DirexIndlsBl3 DUSL .1 42.68 +0.43 .0062 FT DJ SelMicro FDM 1.2 59.39 +0.12 .0868 GlbXVarPfd PFFV 5.2 27.78 –0.03 .1205 InvscMSCIGlbTimb CUT 1.4 38.26 –0.22 .5533 iShUS Finls IYF 1.3 78.71 +0.47 .2607
229.38 148.66 IllinoisToolWks ITW 2.0 34 228.52 +4.49 6.63 7.95 8.62 1.14 50.63 35.31 Knight-Swift KNX .9 17 46.74 –3.40 2.40 3.57 3.63 .10 10.64 9.75 M3-BrigadeII MBAC.UT ... ... 9.97 –0.05 ... ... ... ... 133.61 10.20 NaborsIndustries NBR ... dd 84.89 –4.29 –118.69 –78.28 –58.57 ... AllianzUSLCBf10A AZAA .0 27.37 +0.08 1.2218 DirexJrGoldMinBr2 JDST ... 9.78 +0.18 ... FT FTSE DevRE FFR .7 49.28 +0.48 .321 GSAccessHYCorpBd GHYB 4.5 50.05 +0.01 .192 InvscNatAMTFrMuni PZA 2.4 27.11 +0.01 .0534 iShUSHealthcarePrv IHF .5 264.45 +3.40 .4203
25.05 10.30 Imax IMAX ... dd 21.95 +0.79 –2.43 –.23 .90 ... 24.30 8.67 Knoll KNL 1.0 cc 24.28 +7.05 .09 ... 1.10 .06 5.70 2.25 MV Oil MVO 8.0 11 5.22 +0.35 ... 2.80 3.74 .21 14.78 3.76 NamTaiProperty NTP ... 59 11.95 –0.20 .40 1.10 1.38 ... AllianzUSLCBf10J AZAJ ... 26.70 ... ... DirexJrGoldMinBl2 JNUG .4 94.56 –2.59 .3359 FT FinlsAlpDx FXO 2.0 43.47 +0.16 .1632 GSAccessIGCpBd GIGB 2.5 53.90 +0.21 .109 InvscNYAMTFrMuni PZT 2.5 26.09 –0.06 .0508 iShUSInsurance IAK 1.9 78.54 +0.75 .5817
9.24 2.12 IndependenceContr ICD ... dd 3.33 –0.02 –19.69 –8.89 –5.74 ... 19.60 11.30 KnotOffshore KNOP 10.7 9 19.51 +0.61 1.74 2.71 2.83 .52 36.25 24.94 Mytheresa MYTE ... ... 28.84 –0.74 7020.04 ... .35 ... 43.21 21.76 NatlBankHoldings NBHC 2.1 14 39.76 +0.09 ... 2.55 2.47 .21 AllianzUSLCBf10J AZAL .0 27.69 +0.01 1.0329 DirexLatAmBl2X LBJ .5 74.94 –0.08 .105 FT GlbEngg FLM 1.3 57.40 –0.15 .2507 GS IGCorp1-5YBd GSIG .9 50.20 +0.04 .0401 InvscPreferred PGX 5.4 15.09 –0.06 .0614 iShUSOilEquip&Svcs IEZ 1.6 12.36 –0.55 .0803
45.57 24.56 Independence IHC 1.0 34 44.00 +0.99 1.28 .11 .14 .22 22.11 12.64 Knowles KN ... cc 21.08 –0.27 .07 1.30 ... ... 25.99 5.49 Macerich MAC 4.6 cc 12.98 +0.38 –1.58 –.56 –.32 .15 51.48 37.87 NationalFuelGas NFG 3.5 dd 51.38 +0.59 –1.41 3.84 4.43 .445 AllianzUSLCB10O AZAO ... 28.13 +0.03 ... DirexIndiaBull2 INDL ... 42.29 –2.52 ... FT GlbWindEner FAN .9 23.03 +0.54 .0519 GSTreasury0-1Y GBIL .5 100.12 ... .3097 InvscRayJamesSB1 RYJ .2 60.13 +0.39 .1427 iShUSPharmaceuticl IHE 1.2 181.08 +2.03 .6348
16.85 8.51 IndepRealty IRT 2.9 cc 16.70 +0.35 .16 .12 .20 .12 64.16 15.12 Kohl's KSS 1.7 dd 59.47 +0.06 –1.06 ... 4.21 .25 18.83 10.35 Mack-Cali CLI .0 dd 16.09 –0.17 –.70 –.46 –.56 .20 63.78 53.09 NationalGrid NGG 5.0 24 62.58 +0.19 2.32 3.68 4.00 1.1285 AllianzUSLCBf20A AZBA .0 26.15 +0.04 .6989 DirexMexicoBl3 MEXX .1 79.82 +2.95 .0193 FT HlthCareAlpha FXH ... 116.03 +1.25 ... GSAccUSAggBd GCOR .8 48.72 +0.11 .0382 InvscRuss1000EW EQAL 1.5 44.70 +0.19 .1954 iShUSRegionalBanks IAT 2.1 58.12 +0.09 .1848
48.47 30.63 IndustrsBachoco IBA 1.5 12 44.86 +0.45 3.44 4.03 4.53 .3499 61.23 39.73 KoninklijkePhil PHG 1.7 41 61.10 +0.27 1.49 2.36 2.67 1.0331 41.00 24.02 MacquarieInfr MIC .0 dd 33.52 +0.48 –10.67 .52 .71 11.00 78.56 44.27 NatlHealthInv NHI 6.1 18 72.69 –1.12 4.14 3.67 3.78 1.1025 AllianzUSLCBf20J AZBJ ... 25.91 –0.01 ... DirexMcBull3 MIDU .0 65.62 +1.54 .0119 FTHorizonMgdVolDev HDMV 1.5 31.87 +0.13 .0378 GSActiveBetaEM GEM 1.5 40.50 +0.08 .2245 InvscS&PEMLowVol EELV 2.4 24.57 +0.35 .1611 iShUSMedDevices IHI .2 362.28 +9.69 .0221
19.56 8.37 Infosys INFY 1.3 29 17.89 –0.29 .61 .71 .79 .1334 67.38 13.53 KontoorBrands KTB 2.4 57 65.91 +2.36 1.17 3.62 4.01 .40 22.30 4.65 Macy's M ... dd 16.92 +0.14 –12.68 .72 ... ... 117.87 77.46 NatlPrestoInds NPK 1.0 16 105.10 –1.94 6.67 8.87 9.64 5.25 AllianzUSLCBf20J AZBL .0 26.42 +0.02 .584 DirexPharmBl3X PILL ... 20.70 +0.54 ... FTHorizonMgdVolDom HUSV 1.3 31.35 +0.11 .1192 GSActiveBetaEurope GSEU 1.8 36.17 +0.05 .1992 InvscS&PEMMom EEMO .4 19.95 +0.46 .0686 iShAdvTotUSDBd EUSB 1.1 49.43 +0.08 .0442
dd 8 dd AllianzUSLCB10 AZBO ... 26.62 +0.05 ... DirexRealEstBr3 DRV ... 6.33 –0.32 ... FTHorizMgdVolSM HSMV .7 32.89 +0.22 .0199 GSActiveBetaIntlEq GSIE 1.6 34.45 –0.12 .1227 InvscS&P500BuyWr PBP 1.1 21.78 +0.04 .0293 iShESGUSAggBd EAGG 1.4 54.96 +0.11 .0538
52.12 24.81 IngersollRand IR ... 51.62 +1.38 –.09 1.90 2.19 ... 39.15 10.45 Koppers KOP ... 34.21 –0.34 5.71 4.33 4.72 ... 121.42 63.55 MSG Entertainment MSGE ... 91.63 +4.31 ... ... ... ... 47.69 25.87 NatlRetailProp NNN 4.4 39 47.19 +1.45 1.22 ... 1.66 .52 AltMergerArb ARB .0 25.63 +0.17 .726 DirexRealEstBl3 DRN .7 18.99 +0.98 .0422 FT Chindia FNI .3 61.28 +0.87 .1182 GSActiveBetaJapan GSJY 1.2 38.12 –0.39 .2917 InvscS&P500Down PHDG .6 35.21 –0.04 .0547 iShEM Dividend DVYE 4.8 39.90 +0.32 .3003
79.68 37.82 Ingevity NGVT ... 16 72.96 –1.17 4.37 ... 5.74 ... 12.98 7.77 KoreaElcPwr KEP ... 8 10.80 +0.10 1.31 ... ... ... 207.09 140.15 MSG Sports MSGS ... dd 183.14 +6.67 ... –5.51 ... ... 45.33 23.91 NatlStorage NSA 3.1 87 44.94 +2.25 .53 .84 .87 .35 AmCentDivrsCpBd KORP 2.9 52.12 +0.16 .1122 DirexRgBanksBull3X DPST .5 242.83 –2.06 .4256 FT IndlsAlpDx FXR .6 59.20 +0.24 .064 GSActiveBetaUSLC GSLC 1.1 83.47 –0.01 .2267 InvscS&P500EnhVal SPVU 2.2 41.00 +0.10 .2474 iShEuropeETF IEV 1.6 52.91 –0.08 .3478
94.37 68.71 Ingredion INGR 2.8 18 92.86 –0.10 5.15 6.61 6.93 .64 67.56 24.26 KornFerry KFY .6 79 67.14 +2.17 1.90 2.14 3.18 .10 49.91 32.61 MagellanMid MMP 8.9 13 46.40 +0.95 3.62 3.65 4.05 1.0275 20.68 10.42 Natura&Co NTCO .0 dd 17.46 –0.49 –.20 ... ... .067 AmCentDivrsMuni TAXF 2.1 55.25 +0.06 .0929 DirexRetailBull3 RETL .0 221.49 +2.53 .028 FTInstPfdSecs FPEI 4.6 20.45 –0.08 .0753 GS Active US SC GSSC .7 64.04 +0.13 .113 InvscS&P500EWCm EWCO .9 38.34 +0.07 .0962 iShExpTech IGM .2 385.21 –2.98 .2137
222.08 66.86 InnovativeIndProp IIPR 2.9 58 181.96 –2.98 3.27 ... 6.63 1.32 3.69 0.90 KosmosEnergy KOS ... dd 2.61 –0.07 –1.02 –.02 –.01 ... 98.26 34.61 MagnaIntl MGA 1.8 39 97.68 +2.13 2.52 7.39 8.82 .43 12.23 4.90 NaturalGasSvcs NGS ... 68 9.01 –0.11 .14 –.14 –.07 ... AmCentLowVol LVOL .8 43.46 +0.14 .0883 DirexRobAI2X UBOT 6.3 44.30 –1.00 3.6172 FT LgDurOpps LGOV 2.8 27.37 –0.06 .08 GSHedgeIndVIP GVIP .0 98.99 –0.76 .0005 InvsS&P500EWCD RCD .4 148.01 +0.14 .1254 iShFocusedValue FOVL 2.1 54.70 –0.18 .2944
M26 BARRON’S April 26, 2021

Exchange-Traded Portfolios
Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
iShGenomicsImm IDNA .3 47.09 +1.08 .0362 iShUSBrokerDealers IAI 1.1 96.68 +0.49 .2343 PIMCO0-5YrHiYdCorp HYS 4.4 99.29 +0.11 .37 RealEstSectorSPDR XLRE 3.2 42.24 +0.84 .3823 SchwabUS SC SCHA .9 102.72 +0.55 .2167 VangdGrowth VUG .6 276.12 –0.35 .3809
iShGlblComm IXP .8 84.01 –0.34 .4087 iShUSTechBreak TECB .4 37.79 –0.32 .0414 PPTYUSDivrsRealEst PPTY 2.9 33.19 +0.22 .2756 RenaissanceIPO IPO ... 64.30 –0.49 ... Schwab US TIPs SCHP 1.3 61.72 +0.07 .0935 VangdHlthCr VHT 1.2 241.82 +4.03 .635
iShGlobal100 IOO 1.4 69.49 –0.26 .4328 iShUSTech IYW .4 94.32 –0.55 .0935 PacerAmEnIndepend USAI 5.6 21.85 +0.24 .12 RenaissanceIntlIPO IPOS .4 36.24 +0.59 .2031 SimplUSConvex SPYC .7 30.15 –0.04 .1079 VangdHiDiv VYM 2.9 103.22 –0.36 .6564
iShGlobalREITETF REET 2.3 26.94 +0.30 .2353 iShVirtualWork IWFH .4 29.99 +0.02 .0538 PacerData&Infr SRVR 1.4 38.40 +1.07 .1254 RivFrDynCoreIncm RFCI 1.8 25.36 +0.01 .0354 SimplUSPlusDown SPD .8 29.62 –0.02 .1162 VangdIndls VIS 1.1 196.09 +1.03 .5055
iShGoldTr IAU ... 16.91 ... ... iShYdOptimizedBd BYLD 2.9 25.14 +0.03 .0526 PacerIndRealEst INDS 1.6 41.42 +0.51 .164 RivFrDynUSDiv RFDA 1.4 42.40 –0.08 .0375 SimplUSPlusUp SPUC 1.3 30.47 –0.19 .2029 VangdIntermBd BIV 2.2 89.28 +0.18 .4606
iShiBoxx$InvGrCpBd LQD 2.6 131.67 +0.60 .2539 iSh0-5YHYCorpBd SHYG 5.0 45.88 +0.08 .197 PacerCFRAStovall SZNE .8 37.19 +0.21 .0444 RivFrDynUSFlex RFFC 1.1 43.32 –0.01 .0041 SimplifyVoltCloud VCLO ... 11.70 +0.46 ... VangdLC VV 1.3 195.20 –0.26 .6053
iShiBdsDec2030Cp IBDV 1.9 25.09 +0.06 .0417 iSh0-3MTreaBd SGOV .1 100.03 ... .0009 PacerFTSECnA50 AFTY 1.5 23.04 +1.07 .3398 RivFrDynUnconInc RFUN 4.0 25.77 –0.08 .0822 SimplifyVoltFin VFIN ... 10.49 –0.21 ... VangdLT Bond BLV 3.1 100.11 +0.56 .5576
iShiBdsDec2028Cp IBDT 2.8 28.58 +0.07 .0597 JPM AlerianMLP AMJ 8.0 17.43 +0.47 .3102 PaceriPathGold GBUG ... 29.02 ... ... RivFrStratIncm RIGS 3.0 24.77 –0.04 .0542 SimplifyVoltPop VPOP ... 11.86 –0.33 ... VangdMegaCap MGC 1.3 147.87 –0.42 .4339
iShiBondsDec2025Cp IBDQ 2.3 26.97 +0.02 .0433 JanusHendersonAAA JAAA 1.4 50.49 –0.04 .0521 PacerLuntLCAlt ALTL 1.4 39.82 –0.14 .175 RoundAcqDpVal DEEP 1.3 34.94 –0.08 .0733 SimplifyVoltRobo VCAR ... 12.08 –0.22 ... VangdMegaGrwth MGK .6 222.59 –1.03 .2695
iShiBondsDec2024Cp IBDP 2.3 26.41 +0.03 .0421 JanusHendMtg JMBS 2.5 53.30 +0.04 .0557 PacerLuntLCMultAlt PALC 1.0 37.64 –0.10 .0558 RoundBitEsports NERD .3 33.23 +0.49 .3167 6MeridianHdg SIXH 1.8 28.66 –0.25 .0625 VangdMegaVal MGV 2.2 97.80 –0.15 .4939
iShiBdsDec2029Cp IBDU 2.4 26.47 +0.07 .0511 JanusHenShrtDur VNLA 1.0 50.18 ... .0408 PacerLuntMCMult PAMC .4 36.90 +0.25 .0068 RoundhillMVP MVP ... 14.34 –0.17 ... 6MeridianLowBeta SIXL .6 34.00 +0.03 .0328 VangdMC VO 1.2 232.46 +1.45 .6311
iShiBondsDec2021Cp IBDM 2.0 24.83 +0.02 .0281 HancockCorpBd JHCB ... 25.45 +0.05 ... PacerMilitEmp VETS 1.3 38.32 –0.16 .135 RoundSportsBet BETZ .2 31.87 –0.38 .0714 6MeridianMega SIXA 1.7 32.78 –0.26 .0681 VangdMCGrowth VOT .5 228.39 +2.11 .1795
iShiBdsDec2021Muni IBMJ 1.3 25.70 +0.02 .0245 HancockConsDisc JHMC .5 52.57 –0.25 .1012 PacerTrendFd TRND .6 29.93 –0.04 .169 RoundStreamSvs SUBZ ... 12.91 +0.08 ... 6MeridianSC SIXS .7 46.68 –0.22 .05 VangdMC Val VOE 1.9 139.41 +0.38 .5525
iShiBondsDec2027Cp IBDS 2.5 26.91 +0.06 .0502 HancockConsStpl JHMS 2.1 34.72 ... .3822 PacerTrendpilot PTIN .7 28.60 –0.17 .203 SPAC&NewIssueETF SPCX ... 28.66 –0.06 ... SmartAdvertising MRAD ... 27.53 +0.21 ... VangdRealEst VNQ 3.3 97.78 +1.66 .5264
iShiBondsDec2026Cp IBDR 2.5 26.53 +0.06 .05 HancockDevIntl JHMD 1.7 33.72 –0.15 .3497 PacerTrendUSBd PTBD 2.7 27.43 –0.01 .1859 SPDRBlackSrLoan SRLN 4.7 45.88 +0.03 .17 SmartApacDiv ADIV ... 19.12 +0.19 ... VangdS&P500ETF VOO 1.4 383.03 –0.60 1.2625
iShiBondsDec2023Cp IBDO 2.3 26.12 +0.01 .0409 HancockMultEM JHEM 1.6 31.35 +0.19 .3081 PacerUSCashCows BUL .5 37.12 –0.10 .0234 SPDRBloomBarCvSecs CWB 2.2 86.21 +0.22 .0944 SmartDivBldr DIVS ... 24.75 +0.05 ... VangdS&P500 Grw VOOG .8 251.88 –0.57 .3425
iShiBondsDec2022Cp IBDN 2.1 25.45 +0.02 .0357 HancockEnergy JHME 2.7 18.20 –0.33 .2876 PacerUSExportLead PEXL .4 40.92 +0.26 .0145 SPDRBBCpBd SPBO 2.7 34.82 +0.13 .0701 SmartTransport MOTO .2 45.69 –0.12 1.02 VangdS&P500Val VOOV 2.1 140.87 +0.06 .5563
iShiBdsDec2022Muni IBMK 1.3 26.33 ... .0255 HancockMultFinls JHMF 1.5 49.47 +0.31 .3737 PacificGlbFocusHY FJNK 4.1 25.61 +0.06 .0942 SPDRBloomBarEMLoBd EBND 3.7 26.58 +0.05 .0752 SoFiNext500 SFYX 1.0 14.21 +0.08 .0881 VangdS&PMC400 IVOO 1.1 185.45 +1.75 .3183
iShiBdsMar23CpxFin IBCE 2.3 24.88 –0.02 .0434 HancockHealthcare JHMH 2.3 47.12 +0.74 .643 PacificGlbSrLoan FLRT 3.2 49.06 –0.03 .1204 SPDRBBEMUSDBd EMHC ... 30.48 –0.02 ... SoFiSelect500 SFY 1.1 15.26 –0.04 .083 VangdS&P400Grwth IVOG .6 205.24 +1.98 1.3201
iShiBdsMar2023Cp IBDD 2.4 27.14 –0.01 .0478 HancockIndustrials JHMI .8 51.63 +0.50 .2242 PrincipalActIncm YLD 4.0 41.39 +0.09 .1254 SPDR BlmBarcHYBd JNK 4.9 109.12 +0.12 .3855 SoFiSocial50 SFYF .4 30.32 +0.07 .0321 VangdS&P400Val IVOV 1.9 163.54 +1.48 3.1834
iShiBoxx$HYCpBd HYG 4.6 87.37 +0.07 .2935 HancockLC JHML 1.4 53.41 +0.13 .3917 PrincInvGrdCp IG 3.1 26.32 +0.03 .0662 SPDRBloomBarInCpBd IBND .4 36.95 +0.28 .0108 SoFiWeeklyIncm TGIF 1.4 105.38 +0.16 .05 VangdS&P600 VIOO .9 203.29 +0.42 1.8256
iShIntRtHdgCorpBd LQDH 2.0 95.84 +0.26 .1392 HancockMatls JHMA 1.3 46.67 +0.08 .3408 PrincipalSpectPfd PREF 4.3 20.59 +0.04 .066 SPDRBlmBarIntTrBd BWX .9 29.97 +0.26 .0224 SoundEnhFixed SDEF 3.9 20.80 –0.01 .2039 VangdS&P600Grwth VIOG .5 226.68 +0.40 .1556
iShIntRateHdgEM EMBH 2.6 24.06 +0.02 .044 HancockMultMedia JHCS .7 38.39 –0.04 .1513 PrincipalTaxAdv PQDI 4.9 21.51 +0.02 .0818 SPDRBlmBarInvGrdFR FLRN .8 30.62 –0.01 .0116 SoundEquIncm SDEI 2.9 24.94 –0.09 .1805 VangdS&P600Val VIOV 1.2 177.55 +0.33 .4452
iShIntRtHdgHiYdBd HYGH 3.8 87.53 –0.14 .2539 HancockMC JHMM .9 51.72 +0.46 .2464 PrincUltShtAct USI 1.9 24.78 +0.02 .03 SPDRBloomBarc1-10Y TIPX 1.7 21.02 +0.02 .0551 SPDR DJRlEst RWX 2.6 36.23 –0.11 .1561 VangdST Bond BSV 1.6 82.31 +0.05 .089
iShIntRtLTCpBd IGBH 2.1 25.37 +0.24 .0432 HancockMultiSC JHSC 1.0 35.49 +0.23 .216 ProShDJBrkGlIn TOLZ 2.8 45.02 +0.18 .2131 SPDRBloomBar1-3MTB BIL .0 91.50 ... .0033 SPDR DJREIT RWR 3.4 100.75 +1.77 .7825 VangdSC VB 1.0 222.96 +1.35 .5632
iShJPM EM LC Bd LEMB ... 43.50 –0.10 ... HancockTech JHMT .8 86.49 –0.76 .2668 ProShDecRetail EMTY ... 16.57 –0.07 ... SPDRBloomBarSTHYBd SJNK 5.0 27.39 +0.03 .0904 SPDR DJIA Tr DIA 1.6 340.43 –1.43 .112 VangdTaxExemptBd VTEB 1.9 55.15 +0.03 .0774
iShJPX-Nikkei400 JPXN 1.2 73.78 –1.02 .4947 HancockUtils JHMU 3.0 33.27 –0.21 .5421 ProShHdgReplic HDG ... 52.33 +0.40 ... SPDRBloomBarSTInTr BWZ .1 32.24 +0.18 .0021 SPDR EurSTOXX FEZ 1.7 47.10 +0.03 .02 VangdTotalStk VTI 1.3 217.21 +0.06 .6716
iShLatinAmerica40 ILF 1.9 28.88 ... .2794 JPMBeta US MC BBMC .7 89.84 +0.81 .0838 ProShInflationExp RINF .7 29.40 +0.15 .0103 SPDR 3-12MT-Bill BILS ... 100.08 ... ... SPDR MSCI exUS CWI 1.9 30.00 –0.01 .2741 VangdTotlWrld VT 1.5 101.78 –0.05 .2531
iShACWILowCarbon CRBN 1.3 163.40 –0.12 1.0674 JPMBeta US SC BBSC .3 66.34 +0.37 .0271 ProShLgOnline CLIX 1.5 83.07 –1.82 .7962 SPDRBlSASBCpBd RBND 1.8 24.54 +0.08 .0385 SpdrSPIntDiv DWX 3.3 39.34 +0.14 .1459 VangdUtilities VPU 3.0 145.57 –1.55 .9581
iShMSCIAustralia EWA 1.8 26.24 –0.02 .2004 JPMCarbonUS JCTR .6 56.25 –0.05 .1077 ProShMSCITransform ANEW .1 45.07 +0.10 .0183 SPDRDoubleTRTact TOTL 2.8 48.45 ... .1127 SPDR S&PMdCpTr MDY .9 500.18 +4.24 .8644 VangdValue VTV 2.2 135.30 –0.05 .7062
iShMSCIAustria EWO .8 23.08 +0.04 .1941 JPMCorpBdResearch JIGB 2.8 55.14 +0.08 .1158 ProShOnlRetail ONLN 1.2 79.92 –1.66 .5695 SPDRDJGlbRealEst RWO 2.7 49.85 +0.38 .1908 SPDR S&P 500 SPY 1.3 416.74 –0.52 1.2778 VesperUSLCShort UTRN 1.0 33.06 +0.34 2.3583
iShMSCIBRICETF BKF 1.0 53.66 +0.48 .383 JPM DivRetEM JPEM 2.6 58.34 +0.41 .1499 ProShRAFI L/S RALS 1.4 32.09 ... .1096 SPDRIntGovBd WIP 2.0 56.58 +0.36 .1703 SPDR S&P Biotch XBI .2 134.30 +2.75 .04 VicShUSAACrIntBd UITB 2.2 53.37 +0.13 .0706
iShMSCIBelgium EWK 1.5 21.62 +0.28 .175 JPM DivRetIntlEq JPIN 2.3 62.92 –0.16 .1586 ProShS&P500Bd SPXB 2.4 90.10 +0.10 .1473 SPDRFactSetInnTech XITK .1 220.91 +1.49 .1274 SPDR SP China GXC 1.0 134.39 +2.79 .7905 VicSh USAAShtBd USTB 1.9 51.84 +0.05 .0583
iShMSCIBrazil EWZ 1.8 35.54 +0.48 .2763 JPM DivRetUS Eq JPUS 1.7 95.14 +0.26 .2916 ProShS&P500xEner SPXE 1.0 90.58 –0.21 .198 SPDRGlobalDow DGT 1.9 108.11 –1.13 .4768 SPDR S&P Div SDY 2.6 122.74 +1.29 .8087 VicShUSAA EMVal UEVM 2.1 50.65 +0.35 .0657
iShMSCICanadaETF EWC 1.8 35.03 –0.35 .3853 JPM Div US MC JPME 1.3 86.64 +0.51 .2206 ProShS&P500xFin SPXN 1.0 88.40 –0.08 .2109 SPDRGoldMini GLDM ... 17.68 +0.02 ... SPDR SP EmAsPac GMF 1.3 133.61 +1.57 1.1135 VicShUSAA IntlVal UIVM 1.8 49.48 –0.42 .2273
iShMSCIChinaSC ECNS 3.1 57.13 +1.35 1.1813 JPM Div US SC JPSE 1.1 43.35 –0.17 .0697 ProShS&P500xHlth SPXV 1.3 87.82 –0.37 .2113 SPDR Gold GLD ... 166.40 +0.05 ... SPDR S&P Home XHB .6 75.12 +0.01 .1172 VicSh USA SC Val USVM 1.1 70.02 +0.16 .0689
iShMSCIColombia ICOL 3.3 10.09 –0.39 .1835 JPMEquityPrem JEPI 7.7 59.12 +0.30 .3483 ProShS&P500xTech SPXT 1.4 72.08 –0.15 .1932 SPDRACWILowCarbon LOWC 1.5 124.96 –0.06 1.0345 SPDR IntlSC GWX 1.6 38.97 +0.04 .2884 VicShUSAA USAVal ULVM 1.4 63.75 +0.16 .1082
iShMSCI EAFE EFA 2.0 79.07 –0.22 .6945 JPM IntlGrwth JIG .0 77.00 +0.62 .0305 ProShShtBasicMat SBM ... 10.47 –0.02 ... SPDREAFEFossilFr EFAX 1.6 83.86 –0.24 .6562 SPDR S&P MtlMng XME .8 40.94 –0.17 .077 VidentUSBdStrat VBND 1.8 50.95 +0.17 .0787
iShMSCIEmgMarkets EEM 1.4 54.63 +0.28 .5189 JPMShDurCore JSCP .8 50.26 +0.01 .034 ProShShtDow30 DOG ... 34.77 +0.14 ... SPDRMSCIEAFEStrat QEFA 1.7 74.86 –0.03 .739 SPDRS&POilGasExpl XOP 1.8 75.88 –1.63 .3607 VidentCoreUSEquity VUSE 1.1 43.00 –0.01 .0789
iSh MSCI EM SC EEMS 1.9 59.74 +0.89 .047 JPMUSAggregateBd JAGG 1.4 54.15 +0.10 .0591 ProShShortEuro EUFX ... 42.32 –0.42 ... SPDREMFossilFuelFr EEMX 1.3 81.73 +0.62 .3338 SPDR S&P Pharm XPH .5 49.30 +0.48 .0725 VidentIntlEquityFd VIDI 2.3 28.39 +0.19 .0569
iShMSCIFranceETF EWQ .9 37.11 +0.05 .1632 JPMUSDEMSovBd JPMB 4.4 49.53 +0.12 .1856 ProShShXinhuaCh25 YXI ... 13.85 –0.22 ... SPDRMSCIEMStrat QEMM 2.3 68.87 +0.34 1.1371 SPDR S&P Retail XRT .7 93.28 +0.54 .1567 VirtusInfrUSPfd PFFA 7.5 24.38 –0.17 .16
iShMSCIFrontier FM 2.7 30.96 +0.16 .1874 JPM US Dividend JDIV 3.5 32.04 +0.04 .0923 ProShShtFinls SEF ... 13.34 –0.09 ... SPDRMSCIUSAStrat QUS 1.6 116.06 +0.06 1.0337 SPDR S&P Semi XSD .2 187.11 –0.27 .0788 VirtusLifeSciBio BBC ... 49.95 +1.32 ...
iShMSCIGermanyETF EWG 1.2 35.14 –0.25 .3869 JPMUSMinimumVol JMIN 2.4 34.93 +0.20 .0777 ProShShortHY SJB ... 18.32 –0.02 ... SPDRMSCIWorldStrat QWLD 1.6 101.33 –0.05 .7846 SPDRWelsFrg PSK 5.1 43.79 +0.10 .18 VirtusLifeSciBio BBP ... 53.60 +0.72 ...
iShMSCIGlblAgriPrd VEGI 1.3 40.85 –0.17 .2919 JPM US Moment JMOM .7 41.87 +0.06 .0557 ProShShMSCI EAFE EFZ ... 18.66 +0.04 ... SPDR NYSE Tech XNTK .3 151.43 –1.82 .1839 SprottGoldMiners SGDM .3 29.84 –0.07 .0928 VirtusNewABS VABS 2.0 24.96 –0.03 .0445
iShMSCIGloblEnProd FILL 3.4 15.34 –0.27 .2818 JPM USQualFactor JQUA 1.4 39.51 –0.11 .137 ProShShtMSCI EM EUM ... 11.98 –0.05 ... SPDRNuvBBHYMuni HYMB 3.4 59.94 +0.17 .1641 SprottJrGoldMiners SGDJ 2.1 47.18 –0.12 .9687 VirtusNewfleetHYBd BLHY 3.7 24.52 –0.11 .0916
iShMSCIGlbMulti ACWF 1.5 38.05 +0.06 .3228 JPM US Value JVAL 1.6 35.61 +0.03 .0377 ProShShtMC400 MYY ... 24.25 –0.23 ... SPDRNuveenMuniBd TFI 1.9 52.14 +0.04 .0747 StanceEquityLC STNC ... 25.56 +0.31 ... VirtusNewMultiBd NFLT 3.5 25.27 –0.04 .0634
iShMSCIHongKong EWH 2.3 27.49 +0.28 .2193 KFADynFixIncm KDFI 3.7 21.77 +0.02 .0896 ProShShtOil&Gas DDG ... 19.44 +0.28 ... SPDRNuveenSTMuniBd SHM 1.1 49.66 –0.06 .0323 SterlingCapFocus LCG ... 28.50 +0.35 ... VirtusPrvCrd VPC 8.4 24.30 –0.04 .37
iShMSCIIndonesia EIDO 1.6 21.94 –0.01 .1717 KFA LCQualDiv KLCD 2.1 31.90 +0.14 .6756 ProShShortQQQ PSQ ... 13.05 +0.09 ... SPDRPtfAggBd SPAB 2.4 29.88 +0.05 .0548 SyntaxStratLC SSPY 1.3 64.64 +0.11 .9121 VirtusRealAsset VRAI 4.3 25.77 +0.07 .37
iShMSCIIntlMom IMTM .9 39.88 –0.01 .1408 KFA MtLucas KMLM ... 28.44 +1.02 ... ProShShtRE REK ... 9.80 –0.18 ... SPDRPtfDevxUS SPDW 1.7 36.84 –0.18 .3247 SyntaxStratMC SMDY .7 41.15 +0.59 .301 VirtusReavesUtil UTES 2.0 42.97 –0.44 .18
iShMSCIIntlMulti INTF 1.9 30.20 ... .2207 KFA SCQualDiv KSCD 1.4 29.24 +0.08 .3992 ProShShtRus2000 RWM ... 21.51 –0.14 ... SPDRPtfEM SPEM 1.8 44.75 +0.35 .5119 SyntaxStratifiedSC SSLY .4 52.89 –0.08 .1946 VirtusSeixSrLoan SEIX 3.8 24.82 –0.04 .0669
iShMSCIIntlQual IQLT 1.5 38.51 +0.09 .2283 KFAValLineDynCore KVLE .3 24.03 +0.18 .0731 ProShShrtS&P500 SH ... 15.93 +0.01 ... SPDR PtfEurope SPEU 2.0 41.51 +0.04 .1743 SyntaxStratUSTM SYUS ... 41.91 +0.29 ... VolsharesLC VSL 1.1 41.99 +0.25 .218
iShMSCIIntlSize ISZE 1.3 31.83 –0.17 .2655 KnowldgLdrDevWrld KLDW .6 45.62 –0.12 .2568 ProShSh7-10YrTr TBX ... 24.88 –0.04 ... SPDR PtfHYBd SPHY 5.5 26.63 +0.01 .1181 TRowePriceBlueChip TCHP ... 30.25 –0.05 ... WBIBullBrGlbIncm WBII 3.5 24.70 +0.01 .0631
iShMSCIIntlSC ISCF 2.1 36.76 –0.10 .0459 KraneBoseraChinaA KBA .6 45.89 +2.06 .2976 ProShShrtSC600 SBB ... 17.71 –0.07 ... SPDRPtfIntermCpBd SPIB 2.0 36.46 +0.07 .0484 TRowePriceDivGwth TDVG .8 31.20 +0.26 .0669 WBIBullBrQu3000 WBIL .2 30.14 +0.07 .0302
iShMSCIIntlValue IVLU 1.8 25.65 –0.34 .2598 KraneCCBSChCpHY KCCB 6.6 39.31 +0.23 .1574 ProShSh20+Tr TBF ... 17.51 –0.10 ... SPDR PtfIntTrea SPTI .5 32.32 +0.04 .0119 TRowePriceEqIncm TEQI 1.4 34.38 –0.02 .1205 WBIBullBrRsInc300 WBIE .0 30.49 +0.13 .0046
iShMSCIIreland EIRL .4 57.55 +0.16 .0124 KraneCICCCnCnsmr KBUY ... 27.06 +0.87 ... ProShUltBscMtls UYM .4 95.83 –0.11 .0756 SPDRPtfLTCorpBd SPLB 3.2 30.79 +0.19 .0791 TRowePriceGrowth TGRW .0 31.40 +0.02 .0318 WBIBullBrTdUS WBIT 2.6 20.21 +0.05 .0795
iShMSCIIsrael EIS .2 67.70 +0.05 .1058 KraneCICCCn5GSemi KFVG ... 25.17 +1.32 ... ProShUltBlmCrude UCO ... 58.02 –1.61 ... SPDRPtfLgTermTrea SPTL 1.8 40.19 +0.23 .0576 TechSelectSector XLK .8 142.70 –0.60 .2731 WBIBullBrTrdUSTR WBIN .0 17.20 +0.04 .0575
iShMSCIItaly EWI 1.5 32.19 –0.21 .2375 KraneCICCChina KFYP 2.6 32.00 +0.55 .8337 ProshUltBlmNatGas BOIL ... 22.70 +0.64 ... SPDR PtfGSM SPGM 1.3 54.53 –0.15 .4474 TeucriumAgriFd TAGS ... 24.99 +1.34 ... WBIBullBrVal3000 WBIF .6 31.50 –0.07 .1636
iShMSCIJapan EWJ 1.0 69.10 –0.86 .2583 KraneCSIChInt KWEB .3 77.78 +3.04 .2214 ProShUltCnsGds UGE .3 91.49 –0.97 .0225 SPDRPtfMtgBkdBd SPMB 2.9 26.01 +0.03 .0577 TeucriumCornFd CORN ... 20.01 +1.64 ... WBIBullBrYd3000 WBIG 1.2 26.16 +0.04 .0541
iShMSCIJapanSC SCJ .9 82.33 –1.19 .7019 KraneEFdChina KCNY 2.3 35.10 +0.31 .0696 ProShUltCnsSvs UCC ... 100.80 –2.42 ... SPDRS&P500Value SPYV 2.1 39.05 –0.02 .2414 TeucriumSoybeanFd SOYB ... 22.70 +1.13 ... WBIPwrFactorHiDiv WBIY 3.5 27.14 –0.20 .1252
iShMSCIKLD400Soc DSI 1.0 80.65 +0.06 .2218 KraneElcVehicle KARS .1 42.99 –0.04 .0574 ProShUltDow30 DDM .1 70.03 –0.61 .0266 SPDRPtfS&P1500 SPTM 1.3 51.71 –0.04 .1592 TeucriumSugarFd CANE ... 7.98 +0.18 ... WedETFMGGlbCld IVES .2 50.89 +0.20 .125
iShMSCIKokusaiETF TOK 1.4 92.89 +0.10 .6846 KraneEMCnsTech KEMQ 2.2 33.82 +0.34 .7438 ProShUlt Euro ULE ... 15.35 +0.30 ... SPDRPtfS&P500 SPLG 1.4 49.00 –0.06 .1732 TeucriumWheatFd WEAT ... 6.90 +0.53 ... WedbushVideoGame GAMR .8 101.05 –0.65 .09
iShMSCIMalaysiaETF EWM 2.0 27.92 +0.03 .5447 KraneEMHlthcrIndex KMED .0 35.97 +1.25 .0082 ProShUltFTSEEurope UPV ... 65.29 –0.12 ... SPDRS&P500Growth SPYG .8 60.47 –0.15 .1148 TimothyHiDiv TPHD 2.1 29.85 +0.13 .0642 WilshirewShEnhGold WGLD ... 17.84 –0.03 ...
iShMSCIMexico EWW 1.3 47.28 +0.69 .1437 KraneGlblCarbon KRBN ... 31.57 +1.68 ... ProShXinhuaChina25 XPP ... 74.71 +2.26 ... SPDRS&P500HiDiv SPYD 4.7 39.53 +0.01 .6362 TimothyPlanIntl TPIF 1.9 29.02 +0.05 .1011 WisdTrUSDBull USDU .7 25.13 –0.21 .1726
iShMSCINetherlands EWN .7 49.10 +0.55 .1303 KraneChinaHlthCr KURE .0 42.18 +3.58 .0001 ProShUltFinls UYG .3 58.39 +0.67 .0269 SPDRPtfS&P400MC SPMD 1.1 48.14 +0.43 .1264 TimothyUS LMC TPLC .7 34.75 +0.32 .0239 WisdTrCBOES&P500 PUTW 1.3 30.42 +0.01 .4086
iShMSCIPacificxJp EPP 2.1 52.61 +0.11 .5466 KraneAllChina KALL 1.0 35.78 +0.83 .3487 ProShUltraGold UGL ... 58.11 –0.05 ... SPDRPtfS&P600SC SPSM 1.0 43.17 +0.04 .1053 Timothy US SC TPSC 1.0 33.25 +0.01 .0337 WisdTrChineseYuan CYB .4 27.53 +0.24 .1118
iShMSCIPeru EPU 2.1 31.84 –3.99 .1829 KraneMSCICnClean KGRN .0 42.40 +2.23 .0026 ProShUltHlthCr RXL .1 89.44 +2.85 .0389 SPDRPtfSTCpBd SPSB 1.7 31.32 +0.01 .03 TortoiseNAPipeline TPYP 4.8 20.89 +0.15 .2474 WisdTrEmgCurr CEW .7 18.11 –0.03 .1181
iShMSCIPhilippines EPHE .8 29.04 –0.62 .0724 KraneMSCICnLdrs KESG .0 33.62 +0.98 .1511 ProShUltraHY UJB 2.6 75.63 +0.04 1.7338 SPDRShtTermTrea SPTS .4 30.67 ... .0048 TrajanWealthIncm TWIO ... 10.19 +0.03 ... WisdTrEMxSOE XSOE 1.0 41.62 +0.25 .0269
iShMSCIPoland EPOL 1.4 19.46 –0.23 .0987 KraneEMxChina KEMX 1.6 31.78 –0.12 .498 ProShUltIndls UXI .1 129.34 +1.22 .0415 SPDR PtfTIPS SPIP 2.0 30.79 +0.08 .1006 TransamDeltaS&PEM DMRE .9 60.18 +0.68 .2444 WisdTrEM HiDiv DEM 4.1 45.44 +0.32 .1751
iShMSCIRussia ERUS 4.0 40.29 +0.47 1.2914 KraneSh1Belt1Road OBOR 1.8 29.95 +0.32 .5493 ProShUltBrazil UBR ... 31.36 +0.78 ... SPDRRuss1000LowVol ONEV 1.6 104.08 +0.74 .3765 TrendAggCon TACE .2 25.50 –0.02 .0435 WisdTrEMLocDebt ELD 4.9 32.73 –0.03 .1275
iShMSCISaudiArabia KSA 1.5 36.99 +0.38 .0942 KraneSSEStr50 KSTR ... 22.57 +0.97 ... ProShUltMSCIEAFE EFO ... 50.74 –0.52 ... SPDRRuss1000Mom ONEO 1.2 98.11 +0.53 .3523 TrendAggDiv TADS .0 29.03 +0.12 2.617 WisdTrEMMulti EMMF 1.5 26.62 +0.34 .0935
iShMSCISingapore EWS 2.4 23.86 +0.03 .3572 LCGrowthETN2028 FRLG ... 276.70 –0.74 ... ProShUltMSCIEM EET ... 105.17 +1.02 ... SPDRRuss1000Yd ONEY 2.4 92.39 +0.13 .7473 TrendAggGrowth TAAG .0 27.94 +0.06 4.0115 WisdTrEM SC DGS 3.4 53.18 +0.73 .1086
iShMSCISouthAfrica EZA 4.7 50.98 –1.17 1.7712 LeaderActivLdrs ACTV .1 36.93 +0.35 .0318 ProShrUltraJapan EZJ ... 48.36 –1.02 ... SPDRMomentumTilt MMTM .9 176.56 –0.22 .3601 TrueESGActOpps ECOZ .4 37.59 –0.01 .136 WTEnhCmdStrategyFd GCC ... 21.31 +0.44 ...
iShMSCISthKorea EWY .7 92.84 –0.60 .6303 LeaderAlphaFactor LSAT .3 33.85 –0.18 .0895 ProShUltMC400 MVV .1 66.80 +1.21 .0092 SPDRS&P1500ValTilt VLU 1.7 143.39 –0.05 .7108 TrueShLowVol DIVZ 1.0 27.87 +0.02 .0725 WisdTrEuropeHdg HEDJ 2.3 74.65 –0.35 .0797
iShMSCISpain EWP 2.5 28.28 +0.15 .0677 LeaderAlphaUSCore LSAF .4 32.69 +0.09 .0188 ProShUltOilGas DIG 2.4 112.20 –3.73 .8681 SPDR S&P500MidGr MDYG .6 79.39 +0.74 .0893 TrueTechAI LRNZ ... 44.07 +0.04 ... WisdTrEuropeHdgSM EUSC 3.0 34.59 –0.22 .0273
iShMSCISweden EWD .8 47.58 –0.75 .2946 LeaderShEqSkew SQEW .7 36.19 +0.05 .2592 ProShUltraQQQ QLD ... 132.34 –2.13 ... SPDR S&P400MidVl MDYV 1.4 68.58 +0.58 .2948 UBS FIEnhGlbHY FIHD ... 219.72 +0.02 ... WisdTrEurQualDiv EUDG 2.0 33.03 +0.01 .1933
iShMSCISwitz EWL 1.4 47.02 +0.23 .0226 LeatherbackL/S LBAY 3.1 23.57 +0.06 .06 ProShrUltraRE URE .5 81.65 +3.11 .3023 SPDRS&P600SmallCap SLY .9 96.09 +0.19 .243 UBS FIEnhLCGrw FBGX ... 643.38 –1.82 ... WisdTrEuropeSC DFE 1.7 73.85 –0.02 .1468
LeutholdCore LCR .6 30.00 +0.01 .1752 SPDR S&P600SCpGr SLYG .6 87.95 +0.13 .0844 WisdTrFRTrea USFR .1 25.10 ... .003
iShMSCITaiwan EWT 1.5 63.82 +1.56 .9727 MatlsSelSectorSPDR XLB 1.6 82.91 +0.25 .3275 ProShrUltraRus UWM .0 116.34 +0.77 .0067 SPDR S&P600SCapVal SLYV 1.2 83.57 +0.12 .3448 USCF Midstream UMI ... 25.65 +0.15 ... WisdTrGlbxUSQual DNL 1.7 81.17 +0.10 .3137
iShMSCIThailand THD 2.3 78.98 –1.27 .4504 MerlynAIBullBr WIZ .6 34.54 –0.02 .0034 ProShUltraS&P SSO .1 112.91 –0.38 .0696 SPDR Aero Dfns XAR .7 127.38 –0.35 .6462 USCF SummerDynCom SDCI ... 19.43 +0.64 ... WisdTrGlbxUSREFd DRW 2.9 27.29 –0.18 .0416
iShMSCIUSAESGSelct SUSA 1.1 92.47 +0.06 .2505 MicroSecCannabis MJJ ... 81.04 +1.29 ... ProShUltSemi USD .1 125.20 –6.86 .0255 SPDRS&PBank KBE 2.2 53.03 +0.20 .32 USEquCumDiv2027 IDIV 13.1 10.26 –0.04 .1275 WisdTrGlbHiDiv DEW 3.5 47.97 +0.04 .245
iShMSCIUSAEqWeight EUSA 1.1 82.15 +0.45 .2203 MicroSecCannabis2X MJO ... 103.50 +3.15 ... ProShrUl7-10Trs UST .5 67.15 +0.25 .0502 SPDRS&PCapitalMkts KCE 1.8 89.33 +0.60 .33 USEquityxDiv2027 XDIV ... 93.31 –0.44 ... WisdTrGrwLdrs PLAT .1 47.44 –0.22 .0474
iShMSCIUSAMCMult MIDF 1.0 36.68 +0.37 .074 MicroFANG+ETN FNGS ... 30.15 –0.62 ... ProShUltSilver AGQ ... 46.42 +0.01 ... SPDREmMktsDiv EDIV 2.9 30.47 +0.09 .0947 USGlbGOGold GOAU .2 20.69 –0.01 1.0359 WisdTrIndiaEarn EPI .8 30.14 –0.75 .0434
iShMSCIUSAMulti LRGF 1.1 42.46 +0.02 .1015 MicroSectFANG+Invr GNAF ... 14.62 +0.26 ... ProShUltSC600 SAA .0 154.73 +0.72 .0318 SPDR S&P EM SC EWX 2.0 57.72 +0.67 .8081 U.S.GlobalJetsETF JETS .0 25.95 –0.49 .0086 WisdTrIndiaxSOE IXSE .2 29.42 –0.56 .015
iShMSCIUSASize SIZE 1.2 125.77 +0.67 .3496 MicroFANG-3XInvr FNGD ... 3.03 +0.16 ... ProShUltTech ROM ... 86.80 –0.90 ... SPDR S&P500 ESG EFIV 1.2 38.96 –0.02 .1284 USVeganClimate VEGN .6 38.38 –0.02 .0389 WisdTrIntDivxFin DOO 3.7 43.66 –0.04 .4071
iShMSCIUSASCMul SMLF 1.0 54.21 +0.01 .0748 MicroSectorsFANG3X FNGU ... 33.28 –2.27 ... ProShUltTelecom LTL 1.0 48.05 +0.32 .0615 SPDRS&P500Fossil SPYX 1.2 103.44 –0.07 .3162 UncommonPtf UGCE ... 24.96 –0.17 ... WisdTrIntlEquity DWM 2.7 54.52 –0.07 .285
iShMSCIUK EWU 2.2 32.46 –0.35 .3319 MicroFANG-2XInvr FNGZ ... 3.25 +0.12 ... ProShUlt20YrTr UBT ... 48.71 +0.47 ... SPDRS&PGlbDividend WDIV 4.7 67.62 –0.05 .4246 UtilitiesSelSector XLU 2.9 66.58 –0.63 .4608 WisdTrIntlHdgQual IHDG 2.2 43.15 +0.11 .2179
iShMSCIWorldETF URTH 1.4 124.22 –0.22 .7935 MicroSectFANG+2X FNGO ... 42.68 –1.80 ... ProShrUltraUtil UPW .6 64.10 –1.23 .1853 SPDRS&PGlbInfr GII 2.5 53.15 –0.10 .7792 VanEckMerkGoldTr OUNZ ... 17.29 ... ... WisdTrIntlHiDiv DTH 3.7 40.36 –0.18 .3077
iShMornGrw ILCG .2 62.19 –0.01 .0204 MicroSecGold3XInvr GDXD ... 18.25 –0.05 ... ProShUltraYen YCL ... 54.50 +0.90 ... SPDRS&PGlbNatRes GNR 2.4 52.08 –0.32 .4833 VanEckAfrica AFK 3.7 21.79 +0.04 .796 WisdTrIntlLC Div DOL 2.9 49.29 +0.10 .3321
iShMornMC IMCB .9 65.94 +0.43 .1267 MicroSecGold3XLvgd GDXU ... 20.55 –0.15 ... ProShUltDow30 UDOW .2 140.34 –2.15 .1181 SPDRS&PHlthCareEqp XHE ... 126.26 +2.72 ... VanEckAgribus MOO .9 91.32 +0.48 .8564 WisdTrIntlMC Div DIM 2.2 68.85 –0.48 .0693
iShMornMCGrw IMCG .1 67.37 +0.76 .0084 MicroUSBigBk3X BNKD ... 17.14 –0.32 ... ProShUltMC400 UMDD .0 165.02 +3.69 .0229 SPDRS&PHlthCareSvs XHS .2 110.57 +1.80 .0326 VanEckBDCIncome BIZD 8.6 16.67 +0.05 .3708 WisdTrIntlMult DWMF 2.2 26.04 –0.09 .1093
iShMornSC ISCB 1.0 58.20 +0.33 .1471 MicroUSBigBk3X BNKU ... 46.63 –0.14 ... ProShUltRus2000 URTY .0 112.73 +0.88 .0027 SPDRS&PInsurance KIE 1.6 38.83 +0.33 .1725 VanEckBrazilSC BRF 1.7 21.05 +0.33 .3529 WisdTrIntlSC DLS 2.2 75.35 +0.05 .2308
iShMornSCGrw ISCG .1 51.86 +0.41 .0082 MicrUSBigOil3InLv NRGD ... 21.18 +1.01 ... ProShUltS&P500 UPRO .1 104.60 –0.62 .0289 SPDRS&PInternetETF XWEB .4 176.78 –2.23 .2548 VanEckChinaGrwth GLCN .1 46.81 +1.91 6.0309 WisdTrJapanHdg DXJ 2.3 60.02 –1.22 .7923
iShMornSCValue ISCV 1.6 57.96 +0.26 .2853 MicrUSBigOil3Lev NRGU ... 115.14 –7.79 ... ProShUltShtDow30 SDOW ... 8.79 +0.09 ... SPDRS&PKenCleanPwr CNRG .6 110.33 +4.32 .1955 VanEckChinaBond CBON 2.7 24.00 +0.16 .0638 WisdTrJapanSC DFJ 2.5 76.42 –1.22 .9438
iShMornUS ILCB 1.1 59.08 –0.01 .1627 MorganExosSpac SPXZ ... 19.88 +0.18 ... ProShShtMC400 SMDD ... 6.71 –0.22 ... SPDRS&PKenFinalFr ROKT 1.8 41.08 –0.22 .5868 VanEckSMEChiNxt CNXT .0 48.21 +3.38 .0038 WisdTrMgdFut WTMF .4 40.22 +0.51 .1728
iShMornValue ILCV 2.5 63.52 –0.05 .3563 MSCushMLPHI MLPY 7.6 4.24 +0.10 .0809 ProShShtRus2000 SRTY ... 9.90 –0.21 ... SPDRS&PKenFut FITE .7 50.24 –0.14 .2753 VanEckEgypt EGPT 2.5 24.84 +0.73 .625 WisdTrMtgPlBdFd MTGP 1.8 50.97 +0.08 .073
iShNatlMuniBd MUB 2.0 117.08 +0.12 .1822 NationwideMaxDivUS MXDU 1.7 39.68 –0.04 .6615 ProShUltS&P500 SPXU ... 20.24 +0.05 ... SPDRS&PKenInt SIMS .6 47.15 +0.51 .0823 VanEckEM AggBd EMAG 4.2 20.95 +0.09 .0778 WisdTr90/60USBal NTSX .9 39.42 +0.07 .0888
iShNewYorkMuniBd NYF 1.9 58.28 +0.02 .0899 NationRiskBaseIntl RBIN 1.7 28.16 +0.17 .4885 ProShUltShrt20YTr TTT ... 41.23 –0.67 ... SPDRS&PKenNewEc KOMP .8 67.67 +0.92 .2246 VanEckEMHYBond HYEM 5.3 23.70 –0.05 .1086 WisdTrUSDivxFin DTN 2.8 96.40 –0.08 .115
iShResidentMultiRE REZ 2.7 79.18 +1.69 .4672 NationRiskBasedUS RBUS 1.2 37.68 +0.15 .4651 ProShUltShtAUD CROC ... 43.32 –0.27 ... SPDRS&PKenSmart HAIL .6 62.06 +0.93 .2622 VanEckEnerIncm EINC 4.6 49.90 +0.42 .3943 WisdTrUSHiDiv DHS 3.8 78.38 –0.01 .3919
iShRobotics&AI IRBO .5 44.62 +0.20 .1725 NationRiskMgd NUSI 7.7 27.64 –0.29 .1802 ProShUSBscMtls SMN ... 7.22 –0.03 ... SPDRS&PNAmNatlRscs NANR 2.3 39.77 –0.40 .3404 VanEckEnvironSvcs EVX .3 139.72 +2.58 .3906 WisdTrUSLCDivFd DLN 2.3 118.87 –0.05 .2495
iShRussell1000Gwth IWF .6 260.93 –0.48 .3519 NatixisShrtDur LSST 1.7 25.23 ... .0172 ProShUltBloomCrd SCO ... 6.36 +0.16 ... SPDRS&POil&GasEq XES 2.1 48.92 –2.06 .7085 VanEckGoldMiner GDX .5 36.06 +0.03 .1899 WisdTrUSLCFd EPS 1.6 45.20 –0.09 .1694
iShRussell1000 IWB 1.2 235.82 –0.22 .7169 NatixisUSEqOpps EQOP .0 32.71 +0.11 .0311 ProShUltShBlmGas KOLD ... 35.80 –1.27 ... SPDRS&PRegionalBkg KRE 2.1 67.85 +0.18 .3393 VanEckGreenBd GRNB 2.1 27.31 +0.08 .0416 WisdTrUSMCDivFd DON 2.0 42.10 +0.23 .0652
iShRussell1000Val IWD 1.7 156.83 +0.17 .6137 NatixisVaughanMC VNMC .1 34.62 +0.50 .1212 ProShUSCnsmrGd SZK ... 7.76 +0.07 ... SPDRS&PSft&Svs XSW .0 165.79 ... .0033 VanEckIndiaGrwth GLIN .2 33.68 –0.62 .0783 WisdTrUSMCFd EZM 1.1 53.10 +0.09 .0296
iShRussell2000Gwth IWO .4 308.53 +2.62 .224 NatixisVaughanNel VNSE .1 31.02 –0.10 .0171 ProShUSCnsmrSvc SCC ... 9.79 +0.21 ... SPDRS&PTelecom XTL .8 96.25 –0.53 .1969 VanEckIndonesia IDX 1.8 19.17 –0.21 .3429 WisdTrUSQualShr QSY 1.5 116.94 –0.04 .4451
iShRussell2000 IWM .9 225.76 +1.11 .3981 NETLeaseCpRlEst NETL 3.2 29.22 +0.57 .0966 ProShUltDow30 DXD ... 9.80 +0.08 ... SPDRS&PTransport XTN 1.2 88.83 –0.66 .6833 VanEckIntlHYBd IHY 4.5 25.79 +0.14 .0985 WisdTrUSSCDiv DES 2.1 32.13 –0.01 .001
iShRussell2000Val IWN 1.3 162.22 –0.03 .3915 NiftyIndiaFinls INDF ... 31.13 –0.21 ... ProShUltShEuro EUO ... 22.89 –0.50 ... SPDRSSGAFxScRt FISR 2.5 31.01 +0.10 .0483 VanEckInvtGrFR FLTR 1.1 25.35 –0.02 .016 WisdTrUSSCFd EES .9 48.28 –0.08 .0734
iShRussell3000 IWV 1.2 249.54 –0.24 .6908 NoShoreGlUran URNM 2.0 55.53 –1.45 1.1043 ProShUltChina50 FXP ... 28.73 –0.93 ... SPDRGenderDivers SHE 1.1 99.10 –0.23 .3001 VanEckIsrael ISRA .2 47.05 +0.47 .0763 WisdTrUSTotalDivFd DTD 2.3 117.32 +0.06 .23
iShMicro-CapETF IWC .7 146.35 +0.67 .1608 NuvESGHYCorpBd NUHY 4.8 24.83 –0.01 .0989 ProShrUltShFTSEEur EPV ... 12.90 –0.01 ... SPDR US LC Low Vol LGLV 2.0 132.71 +1.38 .7254 VanEckJPMEMLCBd EMLC 5.0 31.40 +0.04 .1361 WisdTrUSTMFd RESP 1.0 46.02 +0.02 .1017
iShRussellMid-Cap IWR 1.0 77.93 +0.45 .1922 NuvESGUSAggBd NUBD 2.2 25.98 +0.04 .0442 ProShUltShFin SKF ... 10.97 –0.16 ... SPDR SSGA US XLSR 1.1 43.19 –0.14 .0759 VanEckJrGold GDXJ 1.7 49.69 –0.63 .8554 WisdTrYdUSAggBd AGGY 2.3 51.92 +0.11 .09
iShRussellMCValue IWS 1.4 113.97 +0.61 .3825 NuvEnhYd1-5Y NUSA 2.4 25.32 +0.03 .0484 ProShUltShGold GLL ... 34.92 –0.03 ... SPDR US SC LowVol SMLV 2.1 114.69 +0.36 .4456 VanEckLong/Flat LFEQ 1.8 38.65 –0.04 .7143 XtrkFTSEDevxUS DEEF 2.5 32.37 –0.01 .0844
iShRussellTop200Gr IWY .6 144.33 –0.57 .216 NuvEnhYdUSAgg NUAG 3.0 24.89 +0.04 .0677 ProShrUSHlthCr RXD ... 7.83 –0.27 ... SPDRSSgAGlbAll GAL 1.9 45.35 +0.05 .0791 VanEckLowCarbon SMOG .1 159.25 +5.25 .0918 XtrkrsHarvCSI300 ASHR .8 39.76 +1.67 .3248
iShRussellTop200 IWL 1.2 99.77 –0.32 .3071 OverlayCoreBd OVB 3.3 25.78 +0.03 .2582 ProShUltShIndls SIJ ... 7.47 –0.08 ... SPDRSSgAIncmAllctn INKM 3.8 35.33 +0.08 .2595 VanEckMtgREIT MORT 6.9 19.18 +0.13 .3274 XtrkrsHarvCSI500 ASHS .4 36.24 +0.86 .1531
iShRussellTop200Vl IWX 1.9 65.50 –0.17 .2882 OverlayFgnEqu OVF 3.9 26.67 +0.10 .1299 ProShUltra7-10 PST ... 16.77 –0.07 ... SPDRSSgAMultiAsset RLY 1.8 27.64 +0.02 .0373 VanEckNatRscs HAP 2.1 46.02 –0.29 .9444 XtrkrsHiBetHYBd HYUP 7.1 48.24 +0.01 .2837
iShS&P100 OEF 1.3 189.55 –1.14 .5682 OverlayHdgLC OVLH ... 26.93 ... ... ProShUltBrazil BZQ ... 8.35 –0.23 ... SPDRSSgAUltraShrt ULST 1.0 40.47 +0.01 .0234 VanEckOilRefin CRAK 2.4 27.23 –0.53 .66 XtrkIntlRealEst HAUZ 3.2 28.49 –0.08 .5446
iShS&PMC400Growth IJK .6 82.82 +0.80 .0915 OverlayLCEq OVL 2.3 35.82 –0.03 .2896 ProShrUS MSCI EAFE EFU ... 10.80 +0.04 ... SPFdsDJGlbSukuk SPSK 2.4 20.12 +0.05 .042 VanEckOilSvcs OIH 1.1 176.11 –7.35 1.8911 XtrkrsJpnJPXNik400 JPN 1.9 33.33 –0.39 .3597
iShS&P500Growth IVW .7 69.79 –0.16 .0974 OverlayMuniBd OVM 3.4 26.02 +0.02 .2526 ProShUltMSCIEM EEV ... 15.33 –0.21 ... SPFdsS&P500Sharia SPUS 1.0 27.85 +0.01 .026 VanEckPfdSecsxFin PFXF 4.8 21.19 –0.01 .0453 XtrrsLowBetHYBd HYDW 4.3 50.56 –0.05 .1356
iShGlobalEnergyETF IXC 4.1 24.13 –0.46 .5958 OverlayShTermBd OVT 3.3 24.99 +0.03 .2092 ProShrUS MSCI Jpn EWV ... 13.66 +0.31 ... SPFdsS&PGlShar SPRE 3.6 22.41 +0.26 .067 VanEckRareEarth REMX .7 80.08 +1.50 .5348 XtrkACWIxUSESGLd ACSG 1.6 33.67 +0.03 .2942
iShGlobalHealthcr IXJ 1.2 81.29 +1.27 .4391 OverlaySCEq OVS 1.8 36.38 +0.08 .2659 ProShUltMC400 MZZ ... 8.81 –0.19 ... SchwabEM Equity SCHE 2.0 32.46 +0.22 .5342 VanEckRealAsset RAAX 5.6 24.71 –0.09 1.392 XtrkrsMSCIAllChina CN .8 46.23 +1.25 .3499
iShGlobalTechETF IXN .6 329.09 –1.11 .9224 PgimActAggBd PAB ... 50.34 +0.09 ... ProShrUSOilGas DUG ... 16.18 +0.42 ... Schwab5-10YCpBd SCHI 2.2 51.91 +0.17 .0871 VanEckSocSent BUZZ ... 24.71 –0.34 ... XtrkrsMSCIAWxUS HDAW 4.4 26.06 –0.11 .2603
iShGloblFinancials IXG 1.8 75.49 –0.51 .604 PGIMActHYBd PHYL 5.7 41.19 +0.04 .1931 ProShUltShtQQQ QID ... 22.92 +0.30 ... SchwabFundEmgLrg FNDE 2.2 31.45 +0.07 .5603 VanEckSteel SLX 1.4 58.74 +0.73 .8333 XtrkrsMSCIAWxUS DBAW 1.9 33.15 –0.19 .3964
iShS&P500Value IVE 2.0 145.53 –0.07 .6872 PGIMQMAStrAlphaItl PQIN 2.0 61.44 +0.08 .2895 ProShrUSRlEst SRS ... 9.09 –0.35 ... SchwabFundIntLrgCo FNDF 1.9 32.82 –0.42 .4378 VanEckUnOil&Gas FRAK 1.2 104.38 –2.37 1.2069 XtrkMChinaAIncl ASHX .8 29.63 +1.41 .2365
iShIntlDevProperty WPS 2.2 37.91 –0.07 .2967 PGIMStratAlphLC PQLC 1.5 69.72 +0.78 .3156 ProShUltShRus2000 TWM ... 14.06 –0.18 ... SchwabFundIntlSmCo FNDC 1.6 38.96 –0.09 .4901 VanEckUranium NLR 2.1 53.35 –0.34 1.0964 XtrkESGLeaders EASG 1.6 31.06 –0.06 .2343
iShGlobalConsDiscr RXI .6 170.87 –1.48 .4877 PGIMQMAStrAlSCG PQSG .8 72.21 +0.38 .2979 ProShUltShtS&P500 SDS ... 9.68 ... ... SchwabFundUSBrd FNDB 1.8 52.94 –0.03 .1873 VangdCnsmrDiscr VCR 1.4 312.32 –2.56 .1095 XtrkrsMSCIHiDiv HDEF 4.2 24.58 –0.14 .2597
iShGlobalUtilities JXI 2.5 63.03 –0.20 1.0094 PGIMQMAStrAlSCV PQSV 1.3 64.44 +0.06 .0991 ProShrUSSemi SSG ... 9.54 +0.41 ... SchwabFundUSLrgCo FNDX 1.9 53.27 –0.05 .2027 VangdCnsmrStpls VDC 2.6 181.80 –0.64 .9598 XtrkrsMSCIEAFE DBEF 2.2 36.96 –0.37 .3718
iShGlobalMaterials MXI 1.1 92.45 +0.22 .5874 PGIMUltraShBd PULS 1.6 49.83 +0.02 .0512 ProShUltShtSilver ZSL ... 6.13 –0.03 ... SchwabFundUSSmCo FNDA 1.0 52.24 +0.10 .0364 VangdExtMkt VXF 1.2 185.02 +1.26 .6068 XtrkrsMSCIEMESG EMSG 1.3 34.97 +0.18 .1646
iShGloblIndustrial EXI 1.0 119.64 –0.49 .594 PIMCO25+YrZeroCoup ZROZ 1.8 137.94 +1.02 .61 ProShUlShtSC600 SDD ... 6.42 –0.06 ... SchwabIntmUSTrsr SCHR 1.4 56.80 +0.09 .0505 VangdInfoTech VGT .7 384.92 –1.57 .6292 XtrkrsMSCIEM DBEM 1.6 29.23 +0.16 .3725
iShrsSP GSCI Cmdty GSG ... 14.74 +0.16 ... PIMCO ActiveBd BOND 2.6 110.61 +0.17 .23 ProShrUSTech REW ... 10.91 +0.09 ... SchwabIntEquity SCHF 1.9 39.16 –0.17 .5097 VangdMatrls VAW 1.5 181.21 +0.37 .5571 XtrkrsMSCIEurope DBEU 2.2 33.37 –0.27 .3359
iShS&PMC400Value IJJ 1.3 106.80 +0.97 .3739 PIMCOBrdUSTIPSIdx TIPZ 1.5 64.83 +0.11 .16 ProShUltraSh20+ TBT .0 20.30 –0.21 .0003 SchwabIntlSC SCHC 1.5 41.58 –0.09 .6089 VangdSC Grwth VBK .4 287.72 +2.30 .1911 XtrkrsMSCIEurozone DBEZ 1.8 37.02 –0.26 .372
iShS&PSC600Value IJS .9 102.60 +0.18 .341 PIMCOEnhLowDur LDUR 1.8 101.91 +0.06 .09 ProShrUSUtil SDP ... 15.74 +0.29 ... SchwabLTUSTrea SCHQ 1.7 48.79 +0.27 .073 VangdSC Val VBR 1.5 171.64 +1.04 .6362 XtrkrsMSCIGermany DBGR 2.6 32.24 –0.52 .4734
iShGlblConStaples KXI 2.3 60.15 +0.04 .7822 PIMCOEnhShMaturESG EMNT 1.2 100.70 +0.03 .06 ProShUltShtYen YCS ... 73.72 –1.26 ... Schwab1-5YCpBd SCHJ 1.5 51.10 +0.05 .0267 VangdCommSvcs VOX .7 135.93 –0.69 .20 XtrkrsMSCIJapan DBJP 2.4 49.01 –1.02 .01
iShNATech-Mult IGN .4 68.96 –0.73 .0555 PIMCOEnhShMaturity MINT .8 101.95 –0.01 .039 Qraft AI US Hi Div HDIV 1.7 30.04 –0.02 .0711 Schwab1000Index SCHK 1.4 41.53 –0.02 .1137 VangdDivApp VIG 1.5 153.27 +0.19 .5131 XtrkMSCIKokusai KOKU 1.0 79.30 +0.33 .2451
iShSelfDrvngEV IDRV .6 47.74 –0.44 .0052 PIMCO15+USTIPSIdx LTPZ 1.5 82.56 +0.61 .24 QRAFT AI US LC QRFT .1 41.11 +0.03 .6683 SchwabSrtTRmUSTrsr SCHO 1.0 51.29 ... .0231 VangdEnergy VDE 3.8 65.81 –1.26 .6877 XtrkUSAESGLdrs USSG 1.2 38.47 +0.05 .0938
iShShortNatlMuniBd SUB 1.1 107.93 –0.06 .0816 PIMCOIntermMuniBd MUNI 1.8 56.72 +0.06 .074 QRAFTAIUSLCMom AMOM .1 35.59 +0.15 7.7737 SchwabUS AggrBd SCHZ 2.4 54.37 +0.10 .1006 VangdExDurTreas EDV 2.2 130.08 +0.90 .6456 XtrkrsMuniInfra RVNU 2.5 29.33 +0.07 .0549
iShSilver SLV ... 24.14 +0.05 ... PIMCOInvGrdCorpBd CORP 2.8 112.71 +0.42 .23 QraftAINxtValue NVQ .6 31.51 –0.05 .0895 SchwabUS BrdMkt SCHB 1.4 101.61 –0.03 .2805 VangdAWxUSSC VSS 1.7 134.96 +0.46 1.9669 XtrkRuss1000USQu QARP 1.4 38.55 –0.13 .1273
iShTIPSBondETF TIP 1.2 126.67 +0.19 .3001 PIMCO1-5USTIPSIdx STPZ 1.8 54.92 +0.01 .16 QuadIntRtVol IVOL 3.5 28.48 –0.02 .0862 SchwabUS Div SCHD 2.8 74.96 –0.23 .5026 VangdFTSEDevMk VEA 2.1 51.20 –0.17 .2312 XtrkRussUSMulti DEUS 1.2 44.06 +0.32 .049
iSh10+YIGCpBd IGLB 3.3 68.06 +0.44 .1858 PIMCO DynMultEM MFEM 1.4 29.97 +0.19 .03 RoboGlbAI THNQ ... 41.92 +0.07 ... SchwabUS LC SCHX 1.4 101.29 –0.08 .2868 VangdFTSE EM VWO 1.8 53.31 +0.53 .0684 XtrkS&P500ESG SNPE 1.1 36.70 –0.05 .0769
iShTreaFRBd TFLO .1 50.29 +0.01 .001 PIMCO DynMultIn MFDX 1.4 29.37 –0.14 .10 RoboGlbHlthTch HTEC ... 47.11 +1.11 ... SchwabUS LC Grw SCHG .5 140.34 –0.20 .1335 VangdFTSE Europe VGK 2.0 66.56 –0.11 .2709 XtrkS&PMC400ESG MIDE ... 27.24 +0.25 ...
iShDowJonesUS IYY 1.2 105.21 +0.02 .3035 PIMCO DynMultUS MFUS 1.4 37.79 +0.16 .13 RoboGlblRobotics ROBO .2 65.95 +0.24 .1192 SchwabUS LC Val SCHV 2.5 67.28 –0.02 .2899 VangdFTSE Pac VPL 1.9 83.70 –0.61 .1566 XtrkS&PSC600ESG SMLE ... 26.42 +0.21 ...
iShChinaLC FXI 2.1 47.59 +0.68 .6836 PIMCO RAFI ESG US RAFE 1.7 30.04 –0.13 .09 RPAR RiskParity RPAR .8 23.52 +0.02 .0357 SchwabUS MC SCHM 1.0 78.21 +0.66 .0754 VangdFinls VFH 1.8 87.94 +0.18 .383 XtrkrsShDurHYBd SHYL 6.0 47.90 –0.04 .1878
iShRussellMCGrowth IWP .3 109.51 +0.73 .0516 PIMCOShrtTrmMuniBd SMMU 1.0 51.46 –0.04 .0281 RayliantQuanCn RAYC ... 26.94 +1.06 ... SchwabUS REIT SCHH 2.3 43.86 +0.79 .025 VangdFTSEAWxUS VEU 1.9 62.86 –0.09 .1642 XtrkrsUSDHYCorpBd HYLB 4.5 40.07 +0.01 .1519
April 26, 2021 BARRON’S M27

Complete FOREIGN EXCHANGE LIST: Page M38 Foreign Markets Key Cross Rates $1=€.8265, ¥107.88, £0.7204

Europe GLOBAL STOCK MARKETS Asia

Playing FTSE: English clubs withdrew from a In Local Currencies In U.S. Dollars 1 Sub-continent: A Covid surge strained hospi-
planned soccer Super League, tripping Juventus. Week's Week's tals in India and weighed on the Sensex index.
Index % Chg. 4/23 52-wk Range % Chg. 4/23 52-wk Range
-0.77% S&P Europe BMI The World –0.4 2213.2 2221.5– 1536.1 –0.2 2946.1 2953.3– 1987.6 -0.50% S&P Pan Asia BMI
E.A.F.E.2 –0.9 1274.7 1286.6– 957.4 –0.5 2287.8 2307.1– 1588.2
Denmark 1.37 Australia 0.1 1387.0 1387.0– 1035.1 0 957.1 961.5– 591.8 China 1.78
Austria –0.6 567.0 570.6– 343.5 0 1290.9 1291.4– 725.6
Netherlands 1.22 Belgium 1.2 960.3 965.5– 731.6 1.8 1434.2 1438.7– 980.6 Taiwan 0.75
Canada –1.4 2392.7 2427.4– 1825.9 –1.5 2069.1 2100.1– 1401.5
Belgium 0.72 Denmark 1.4 12927.0 12958.2– 9437.3 2.0 15711.0 15712.9– 10354.0 Hong Kong 0.32
Finland 1.2 815.6 815.6– 598.1 1.8 651.9 651.9– 429.0
Finland 0.67 France –0.5 2259.8 2275.0– 1555.0 0.1 2301.6 2311.2– 1421.3 Singapore 0.31
Germany –1.4 1115.8 1131.4– 787.3 –0.8 2515.2 2535.5– 1592.7
Spain 0.07 Greece –0.6 43.2 43.8– 30.9 0 19.3 19.3– 13.3 -0.01 Australia
Hong Kong 0.7 18751.4 19150.6– 13252.0 0.9 13419.2 13715.3– 9493.9
-0.08 Greece Ireland –1.5 279.5 283.6– 192.3 –0.9 256.8 259.5– 158.6 -0.07 Malaysia
Italy –1.6 779.2 791.5– 543.4 –1.0 303.1 306.1– 189.8
-0.43 Switzerland Japan –2.2 1170.4 1223.4– 858.2 –1.5 3904.5 4122.5– 2880.5 -0.08 Thailand
Netherlands 1.3 2598.2 2598.2– 1623.0 1.9 5127.2 5127.2– 2910.5
-0.46 France New Zealand –0.5 181.1 206.0– 169.8 –0.1 197.2 226.8– 161.5 -0.49 Indonesia
Norway –1.4 3095.5 3140.5– 2383.9 –0.8 2655.5 2690.2– 1629.4
-1.04 U.K. Portugal3 –2.8 98.5 107.6– 82.9 –2.2 77.8 86.4– 60.2 -0.60 South Korea
Singapore –0.4 1683.0 1695.3– 1281.2 0 3897.5 3919.7– 2872.8
-1.19 Norway Spain 0.1 834.1 843.6– 622.2 0.7 422.8 426.6– 283.5 -0.62 New Zealand
Sweden –2.0 18078.0 18439.7– 11588.3 –1.6 11113.3 11298.8– 6086.5
-1.25 Germany Switzerland –0.4 1501.1 1506.9– 1266.0 –0.2 7031.0 7042.4– 5636.6 -1.66 India
U.K. –1.2 1943.3 1966.1– 1561.4 –1.0 1120.7 1143.7– 828.7
-1.36 Italy U.S.A. –0.1 4064.4 4067.3– 2699.2 –0.1 4064.4 4067.3– 2699.2 -1.74 Philippines
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-1.44 Sweden -2.31 Japan
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices

KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 04/23/21 % Chg. 04/23/21 % Chg. 12/31/20 12/31/20 12/31/20
Amsterdam AEX 715.77 –0.14 +91.16+14.59 Mexico City IPC 49091 +0.75 +5024.21+11.40 Americas 460.14 — 0.06 413.23 46.91 11.35
Brazil 1194.70 — 0.39 246.42 1.92 260.65 — 14.23 — 5.46
Athens General 899.58 +0.11 +90.59+11.20 Milan FTSE All Share 26693 –1.25 +2490.86+10.29 Canada 589.69 — 1.28 599.42 — 1.32 535.57 63.85 11.92
Chile 335.70 — 3.10 206.02 — 4.99 179.61 26.42 14.71
Bangkok SET 1553.59 +0.30 +104.24 +7.19 Moscow RTS 1511.85 +0.99 +124.39 +8.97 Mexico 821.46 0.73 333.10 0.75 299.89 33.21 11.07
U.S. 43736.00 0.00 43736.00 0.00 39219.62 4516.38 11.52
Bombay Sensex 47878 –1.95 +127.12 +0.27 Oslo Composite 1154.15 –1.24 +106.56+10.17 Latin America 254.48 0.60 258.38 — 3.90 — 1.51
Europe 463.99 — 0.19 427.18 36.81 8.62
Brussels Bel-20 4008.93 +0.77 +387.65+10.70 Paris CAC 6257.94 –0.46 +706.53+12.73 Austria 314.88 — 1.47 314.92 — 0.90 283.22 31.70 11.19
Belgium 355.29 0.72 355.34 1.30 341.04 14.30 4.19
Santiago Selective 3290.11 –3.14 +432.50+15.14 Denmark 2538.41 1.37 2575.68 1.95 2493.20 82.48 3.31
Buenos Aires Merval 47374 –0.61 –3852.02 –7.52
Finland 1719.96 0.67 1720.20 1.26 1570.81 149.39 9.51
Sao Paulo Bovespa 120530 –0.48 +1512.82 +1.27 France 463.67 — 0.46 463.74 0.12 420.20 43.53 10.36
Copenhagen OMX 20 1541.09 +1.44 +75.92 +5.18
Germany 546.65 — 1.25 546.73 — 0.67 503.68 43.05 8.55
Seoul Composite 3186.10 –0.39 +312.63+10.88 Greece 21.11 — 0.08 23.11 0.50 20.52 2.59 12.64
Dublin ISEQ 8020.25 –1.63 +643.92 +8.73
Ireland 802.23 — 0.76 802.35 — 0.18 734.58 67.77 9.23
Shanghai Composite 3474.17 +1.39 +1.10 +0.03 Italy 242.10 — 1.36 242.14 — 0.78 223.18 18.96 8.49
EURO STOXX SXXE 442.42 –0.44 +44.86+11.28
Netherlands 939.25 1.22 939.38 1.81 792.39 146.99 18.55
Shenzhen B Share Idx 1158.06 +0.94 +71.34 +6.56 Norway 689.55 — 1.19 579.26 — 0.61 515.56 63.70 12.36
EURO STOXX 50 SXSE 4013.34 –0.49 +460.70+12.97
Portugal 65.21 — 1.32 71.38 — 0.74 72.32 — 0.94 — 1.31
Singapore FTSE STI 3194.04 –0.24 +350.23+12.32 Russia 2578.37 0.14 274.02 0.92 253.04 20.97 8.29
Frankfurt DAX 15279 –1.17 +1560.84+11.38 Spain 385.33 0.07 385.38 0.66 369.58 15.81 4.28
Stockholm OMXS 908.87 –1.33 +140.50+18.29 Sweden 1761.43 — 1.44 1476.23 — 1.13 1292.17 184.06 14.24
Helsinki OMHX 12037 +0.88 +1165.59+10.72 Switzerland 665.12 — 0.43 1058.56 — 0.21 1038.06 20.50 1.98
STOXX Europe 50 SXSP 3396.54 –0.60 +288.24 +9.27 United Kingdom 282.36 — 1.04 258.78 — 0.90 237.05 21.72 9.16
Hong Kong Hang Seng 29078 +0.38 +1847.62 +6.78 South Africa 994.18 — 2.33 339.26 — 2.19 294.27 44.99 15.29
STOXX Europe 600 SXXP 439.04 –0.78 +40.01+10.03 Pacific Region 292.73 — 0.23 279.81 12.92 4.62
Istanbul IMKB 1345.15 –4.47 –131.57 –8.91 Australia 510.91 — 0.01 573.10 — 0.14 532.40 40.71 7.65
Sydney S&P/ASX 200 7060.70 –0.04 +473.60 +7.19
China 632.77 1.78 775.86 1.94 755.42 20.45 2.71
Jakarta Composite 6016.86 –1.14 +37.79 +0.63 Hong Kong 567.46 0.32 566.93 0.44 501.50 65.44 13.05
Taipel Weighted 17300 +0.82 +2567.74+17.43
India 1422.19 — 1.66 744.80 — 2.53 722.88 21.91 3.03
Johannesburg All Share 67295 –2.04 +7887.06+13.28 Japan 150.59 — 2.31 173.97 — 1.65 171.41 2.55 1.49
Tel Aviv 125 Index 1698.43 +0.07 +130.34 +8.31
Malaysia 250.34 — 0.07 159.42 0.33 163.45 — 4.03 — 2.47
Kuala Lumpur Composite 1608.43 ... –18.78 –1.15 New Zealand 421.22 — 0.62 588.15 — 0.18 620.97 — 32.82 — 5.29
Tokyo Nikkei-225 29020 –2.23 +1576.46 +5.74
Philippines 328.62 — 1.74 270.94 — 1.77 303.05 — 32.12 — 10.60
LISBON PSI 3788.82 +0.64 –10.88 –0.29 Singapore 222.37 0.31 271.44 0.60 236.37 35.07 14.84
Toronto S&P/TSX 19102 –1.29 +1668.97 +9.57
South Korea 1231.66 — 0.60 1867.54 — 0.73 1762.81 104.73 5.94
London FTSE - 100 6938.56 –1.15 +478.04 +7.40 Taiwan 173.29 0.75 201.33 1.61 170.46 30.87 18.11
Vienna ATX 3217.97 –0.46 +437.53+15.74
Thailand 341.64 — 0.08 523.78 — 0.60 514.57 9.22 1.79
Euro Zone 174.31 0.13 158.66 15.65 9.86
Madrid IBEX 35 8618.60 +0.06 +544.90 +6.75 Wellington S&P/NZX 50 12650 –0.27 –441.00 –3.37
Europe Developed (ex U.K.) 622.99 0.02 574.46 48.54 8.45
Europe (Nordic) 1421.03 0.06 1288.10 132.92 10.32
Manila Composite 6378.07 –1.80 –761.64–10.67 Zurich Swiss 11200 –0.55 +497.03 +4.64
Pacific (ex. Japan) 414.54 0.51 390.05 24.48 6.28
World (ex US) 250.41 — 0.27 234.84 15.57 6.63
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 349.62 — 0.12 319.69 29.93 9.36
that of the week of publication. GLOBAL DOW 3903.92 — 1.00 3488.15 415.77 11.92
s2021 S&P Dow Jones Indices. All Rights Reserved.
M28 BARRON’S April 26, 2021

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.
NTDvBnd 11.19 0.02 -1.9 17.4 StratValA r 44.78 0.01 17.7 38.1 RltyShs n 70.66 1.32 16.3 56.5
A NTEmgMkt 15.48 0.03 3.4 32.6
Money Down: Equity funds saw cash exit last week, trimming the last month’s average U.S.EqY 26.92 0.23 9.4 61.7 Colorado BondShares:
NTEqGrp 12.72 -0.03 13.6 55.7 WWGrA 71.09 0.32 10.1 74.6 ColoradoBdShs 9.41 0.00 2.2 17.9
AAM:
B&GIncGroClI 22.70 -0.07 9.8 47.0
NTGrwth 22.45 -0.01 9.6 95.1 weekly inflows to $15.6 billion. Inflows rose at taxable-bond funds, to a $14.2 billion average. BNY Mellon Funds Tru: Columbia Class A:
NTHeritage 16.70 0.10 7.5 94.1 BondFd 13.04 0.02 -1.9 17.4 AcornA t 13.44 0.06 5.9 56.4
AB Funds: NTHighInc 9.99 -0.01 3.4 23.1 Muni-funds gained $2.2 billion. The intake at money-market funds dropped to $7.6 billion. EmgMkts 14.23 0.10 10.3 22.6 AMTTEBd 17.02 0.02 1.3 17.1
AlBeGblBndFdClZ p 8.49 0.00 -1.8 12.3 NTIntlVal 10.61 -0.08 9.3 13.2 IncomeStk 9.85 0.01 16.3 35.2 BalancedA t 52.22 -0.13 7.4 48.9
AllMktRtrn1 9.60 0.06 14.3 15.7 Equity Funds Municipal Bond Funds
NTFocLgCapVal 12.97 0.00 10.7 38.2 IntlFd 15.21 0.01 7.8 15.9 BldrAggrsv 14.88 0.01 9.8 40.7
CapFdInc.LCapGow 90.07 0.50 9.1 94.6 SDIPB 10.95 -0.01 2.0 14.0
25600 4000 IntmBdFd 12.94 0.01 -0.8 12.6 BldrMod p 12.56 0.01 5.4 31.3
DiscovValFd 25.57 0.14 26.6 32.7 Sustain Equity 43.02 -0.03 11.5 NS MCMultiStrM 23.68 0.13 13.3 61.0 ConSec A 31.75 0.08 5.9 89.9
IntDurInstl 15.42 0.00 -2.3 16.6 American Century I: 17300 3250 NtlIntmMuni 14.21 0.00 0.7 15.2 ContCoreA p 34.01 -0.15 12.5 68.5
IntlStraEquPtZ 13.76 -0.01 7.8 11.8 CaHYMu 11.18 0.00 1.8 18.5 NtlShTMuni 12.97 0.00 0.3 6.5 DisplCoreA p 14.72 -0.13 13.8 52.6
MuniIncmShares 12.70 0.00 3.6 25.4 DivBnd 11.05 0.01 -2.0 16.4 Boston Trust Walden:
9000 2500 DivIncA t 28.82 -0.06 12.1 50.0
SmCapGrwPortZCl 90.35 1.08 7.1 107.1 EmgMkt 15.57 0.03 3.2 28.1 BostonBalanced 60.56 0.26 7.6 43.8 DivOpptyA 38.75 0.04 13.6 34.3
AB Funds - A: EqInc 9.75 0.03 8.3 34.0 Braddock Multi Strat: EqValA 14.03 -0.03 12.0 30.9
BalWlthStrA p 17.14 0.08 6.2 24.0 FocusDynamGrowth 58.14 -0.21 7.2 139.0 700 1750 Income Fund 7.29 0.01 2.7 -19.5 FocEqA t 25.17 -0.04 10.1 94.5
GlobalBondA p 8.50 0.01 -1.7 11.4 Growth 52.06 -0.01 9.4 90.4 Bridge Builder Trust: GlobTech 68.42 -0.60 16.1 130.8
GrowthA p 109.67 0.35 6.7 87.2 IntTF 11.91 0.00 1.1 16.1 CoreBond 10.49 0.01 -2.2 21.4
HighIncomeA p 8.00 0.00 1.5 12.6 -7600 1000 HiYldBd 12.05 -0.02 1.2 20.4
MdCapVal 19.73 0.10 16.1 34.3 CorePlusBond 10.36 0.01 -1.7 20.4 IncmBldr t 13.40 0.02 3.9 27.9
LgCpGrA p 81.39 0.44 9.0 92.7 Feb Mar Apr Feb Mar Apr
OneChoice2025 15.74 0.01 4.4 30.1 Intl Eq 14.47 -0.03 8.3 30.9 LgCpGrowA t 57.93 0.02 12.1 88.9
MuCA A p 11.54 0.01 1.1 14.9 OneChoice2030 14.04 0.01 4.9 32.7 LargeCapGrowth 22.56 0.01 9.7 90.9
Money Market Funds Taxable Bond Funds LgCpIdx pn 62.72 -0.08 11.6 63.4
NtlMuA p 10.74 -0.01 1.0 15.2 OneChoice2035 17.81 0.02 5.6 35.5 LargeCapValue 16.95 0.01 15.6 50.9 LgCpVl A 16.91 0.05 15.2 42.9
RelatValA p 6.69 0.01 17.0 39.0 OneChoiceRet 14.04 0.01 4.1 28.6 35000 20500 MunicipalBond 10.78 0.01 0.9 15.4 LiGoBalA p 14.03 0.01 7.4 36.1
SmCpGroA p 79.53 0.94 7.0 105.0 SDIPB 10.93 -0.01 1.9 12.5 S/MCapGrowth 18.59 0.19 9.0 75.9 MdCpIndxA pn 19.51 0.17 19.3 49.5
SmMdCpGrA p 14.98 0.12 7.0 88.2 SmCapVal 11.35 0.11 30.3 57.2 S/MCapValue 15.36 0.07 20.0 38.6 MidCapGthA t 29.58 0.32 9.6 84.4
SustGlblThemGrA p 173.52 1.14 9.0 76.0 Ultra 85.59 -0.10 7.9 110.0 23000 14000 Brown Advisory Funds: SelgComuInfoA 121.88 -1.07 16.8 131.1
AB Funds - ADV: American Century Ins: GrowEqInv n 34.96 0.37 6.9 91.3
ConGroAdv 57.67 0.61 13.5 87.8 SelMidCpValA 13.71 0.04 18.5 46.2
CAIntTf 12.27 0.00 0.6 14.0 GrwthEquityInst 35.53 0.38 7.0 92.1 SmCapGthA t 32.05 0.21 7.3 141.1
GlbBd 8.49 0.01 -1.8 12.1 American Century Inv: SmallCapFndInst 29.64 0.00 23.6 27.3
HiIncmAdv 8.01 -0.01 1.6 13.4 11000 7500 SmCpIdxA pn 30.37 0.05 20.8 44.9
Balanced n 21.65 -0.02 7.1 37.9 SmCapGrInv n 31.25 0.16 8.2 72.9 StratIncA 25.25 0.03 1.2 18.6
IntlSmCapPtADV 13.41 -0.02 11.8 15.2 CaHYMu n 11.19 0.01 1.8 17.9 BrownSmCoInv n:
IntlStraEquPtADV 13.74 -0.01 7.8 11.7 TaxEA 13.66 0.01 1.3 14.8
CAIntTF n 12.27 0.00 0.7 13.3 BrownSmCoInv n 130.07 0.84 -2.5 63.4 TechA p 63.39 -0.50 8.4 113.5
IntlStrgCore 13.28 0.03 4.7 15.8 DiscCoreVal n 42.58 -0.06 14.5 47.1 -1000 1000 Buffalo Funds:
LgCpGrAdv 90.28 0.50 9.1 94.2 Feb Mar Apr Feb Mar Apr ThermoA 19.23 0.02 5.0 57.0
DivBnd n 11.05 0.01 -2.0 15.8 DiscFd n 32.61 0.27 8.7 75.1 TotReBdA t 37.83 0.04 -0.3 24.1
NationalPtf 10.74 -0.01 1.1 16.0 EmgMkt nr 15.19 0.03 3.1 27.3 SmCap n 23.50 0.23 12.8 138.1
SelectUSLgShrt 15.02 -0.03 8.5 37.3 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI Columbia Class Adv:
EqGro n 35.97 -0.10 13.3 52.4 ContCore p 35.07 -0.15 12.5 69.8
SmCapCorePortADV 15.45 0.06
SmMdCpGr 16.57 0.14
17.6
7.1
38.5
89.6
EqInc n 9.74
FocusDynamGrowth n 57.50
0.04
-0.21
8.3
7.1
33.2
137.5
C DivIncom 29.37 -0.06 12.3 51.1
SmMidCpValAdv 26.54 0.14 26.6 32.4 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Columbia Class C:
GinnieMae n 10.60 0.00 -0.4 12.2 Calamos Funds:
SustGlbThemAdv 186.35 1.24 9.0 77.4 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. Balanced 52.05 -0.13 7.2 45.6
GlGold nr 13.34 0.03 2.0 56.8 ConvI 23.20 -0.02 4.6 81.4
TxMgdWlthAppAdv 20.47 0.00 11.1 40.9 ContCore p 30.05 -0.13 12.2 64.7
Grwth n 50.83 -0.02 9.3 89.2 CapWGrA 64.42 -0.04 8.8 38.8 Ariel Inv pn 84.56 0.58 25.1 45.6 EmMkts n 34.88 0.06 7.2 18.9 CAInsMun 13.03 0.00 2.8 12.4 EWGrI 23.30 0.11 2.3 56.6
WlthApprStr 20.84 0.00 11.3 41.9 DivInc t 27.86 -0.06 11.9 46.6
Heritage n 27.74 0.17 7.3 89.8 EupacA p 71.99 0.32 3.8 37.8 Aristotle Value: IntmDur n 13.43 0.00 -2.3 15.6 CapAppr 43.93 0.01 8.2 89.1 Gr&IncA p 44.70 0.00 9.6 59.8
AB Funds - C: Columbia Class I:
InfAdjBd n 12.63 0.00 -0.2 17.3 FdInvA p 76.44 -0.31 10.8 50.9 Equity Fund n 19.35 0.07 15.0 56.3 NY Mun n 14.34 0.00 1.0 11.6 EmgMkts 34.61 0.26 8.3 49.4 Gr&IncI 42.69 -0.01 9.7 61.0
LgCpGrC t 56.68 0.30 8.8 88.4 Acorn I n 17.59 0.08 6.0 57.5
Intl Gr n 16.15 0.05 5.5 39.6 GBalA p 38.99 -0.02 4.6 26.4 Artisan Funds: BlackRock Funds: EqtyDivd 23.32 -0.01 15.3 42.1 GrowthA p 40.80 -0.15 9.6 73.5
AB Funds - I: AcornIntl I n 37.13 0.47 7.7 31.5
IntlOppt n 14.27 -0.02 5.8 32.9 GovtA p 14.07 0.02 -2.1 16.1 GblOppInst 38.43 0.28 4.8 74.1 CoreBd A 9.86 0.01 -2.3 17.4 FloRateIncPorIns 9.92 -0.02 1.6 11.2 MktNeutA p 14.35 -0.02 1.9 13.7
GlbBd 8.49 0.00 -1.8 12.3 AltBeta I 30.10 -0.07 1.2 -19.4
IntTF n 11.91 0.00 1.0 15.4 GwthA p 72.97 -0.38 8.0 76.3 GblOppInv n 37.69 0.27 4.6 72.8 CoreBd Inst 9.85 0.02 -2.3 18.3 LgCpFocusGwth 7.79 0.00 5.8 94.0 MktNeutI 14.17 -0.02 2.0 14.5
LgCpGroI 89.70 0.49 9.1 94.1 Calvert Investments: Balanced I 52.11 -0.13 7.5 50.0
FocLgCapVal n 12.12 0.00 10.3 34.6 HI TrA p 10.37 -0.01 3.8 21.6 Intl Inv n 36.28 -0.04 4.8 26.9 CoreBd K 9.88 0.02 -2.2 18.4 GlblAlloc 22.68 -0.15 4.6 38.3
SmCpGroI 89.71 1.07 7.0 106.5 Bal A 41.71 0.20 6.1 48.0 ConSec I n 31.80 0.07 6.0 91.3
MdCapVal n 19.71 0.09 16.1 33.4 HiInMuniA 16.87 0.02 2.7 19.1 IntlInst 36.48 -0.04 4.9 27.8 CreStraInc Inst 10.60 0.00 1.2 19.4 GlobLg/ShrtCrIns 10.17 -0.01 2.4 11.3
Aberdeen Fds: Eq A p 73.17 0.68 9.7 87.0 ContCore I 34.34 -0.15 12.6 69.7
OneChAgg n 18.51 0.01 8.0 43.8 ICAA p 49.17 -0.21 11.1 48.0 IntlVal Inst 44.52 -0.38 11.7 29.3 HiYBlk 7.83 -0.01 1.9 20.8 HlthScOp 82.81 1.49 6.1 70.1
EmMktEqty Inst 21.25 0.19 4.6 40.1 LCCoreReIdxA t 37.25 0.02 11.1 76.0 DivIncom I 28.85 -0.06 12.2 51.1
OneChCon n 15.35 0.02 4.5 29.9 IncoA p 25.45 -0.05 8.8 30.5 IntlVal Inv n 44.37 -0.38 11.6 28.4 HiYInvA 7.82 -0.01 1.8 19.2 HYMuni 10.43 0.01 4.3 22.5
UltStMuniIncInst 10.04 0.00 0.0 3.4 Carillon Eagle: DivOppty tn 38.98 0.05 13.7 35.2
OneChMod n 17.69 0.01 6.4 37.8 IntBdA p 13.84 0.01 -0.8 13.8 MidCapInst 58.58 0.71 5.4 110.9 HiYldBd Inst 7.82 -0.01 1.9 20.4 iShMSCIIntldx 15.85 -0.02 8.0 21.9
USSmCapEq Inst 48.42 0.35 16.5 67.1 OneChoice2025 n 15.74 0.01 4.4 29.4 MdCpGrA p 95.29 0.57 5.7 77.5 GlbTechGw I 66.29 -0.52 8.5 115.1
IntlGrIncA p 41.39 0.02 8.3 25.5 MidCapInv n 50.50 0.61 5.3 109.4 InflProtBdInst 11.84 0.00 0.1 20.0 MdCpGrEq 47.94 0.83 8.9 106.5
Acadian Emerging Markets: OneChoice2035 n 17.78 0.01 5.5 34.6 Carillon Reams: IntmMunBd I 10.60 0.00 0.7 14.0
LtdTEBdA 16.19 0.00 0.2 11.0 MidCapVal Inv n 23.38 0.16 19.8 34.5 LDurBlk 9.76 0.00 0.4 10.3 MultiAstIncome 11.48 0.00 4.0 22.7
AcadnEm Inv n 25.27 0.33 11.9 18.0 OneChoiceRet n 14.04 0.01 4.1 27.8 CoreBd I 12.69 0.02 -2.6 25.3 LgCapGr 15.68 0.01 4.5 89.6
N PerA p 65.28 0.03 7.9 70.8 SmCpInv n 52.01 1.03 1.2 108.6 LowDurBdA 9.76 0.00 0.2 9.2 NatlMuni 11.42 0.00 1.0 14.9
AIG Funds: Select n 109.72 -0.05 8.7 88.2 CorePlBd I 34.68 0.05 -2.5 26.8 LgCpGrow I n 61.28 0.02 12.1 90.3
NEcoA p 63.13 0.04 6.1 61.4 Ashmore Funds: LowDurI Inst 9.77 0.01 0.4 10.2 NYMUNIOPP 11.49 0.00 3.2 12.0
FDivStII t 17.27 -0.07 11.2 16.6 SmCapGrowth n 26.12 0.23 6.3 97.8 UnconstrndBd I 13.02 0.00 0.5 20.5 LgCpIdx I n 63.19 -0.08 11.7 64.6
NwWrldA 92.62 0.67 5.3 46.2 EmgMktTRInst 7.26 NA NA NA BlackRock Funds A: ScTechOppInst 67.57 -0.10 3.7 162.1
Akre Funds: SmCpVal n 11.22 0.11 30.2 56.2 SmCpA p 87.57 0.67 10.1 74.7 AdvLCGrwA 22.45 -0.01 8.6 81.2 StratIncOpptyIns 10.36 -0.01 0.6 15.3 Carillon Scout: MdCpIdx I n 19.42 0.18 19.4 50.6
Ave Maria Funds:
AkreFocusInst 61.32 0.67 11.4 84.5 Sustain Equity n 42.77 -0.03 11.2 65.6 STBFA p 10.06 0.00 -0.2 8.2 AdvLgCapCore p 21.63 0.02 12.5 60.2 StratMuniOppI 11.89 0.01 3.5 12.2 MidCap I r 26.82 0.19 13.5 55.9 MidCapGth I 32.97 0.35 9.7 85.8
Growth pn 47.78 0.41 11.8 74.7
AkreFocusRtl 59.58 0.65 11.3 83.0 Ultra n 81.86 -0.11 7.8 108.7 STTxExBdA 10.33 -0.01 0.1 7.5 BalCapFd 27.36 -0.16 5.9 41.8 TotRet 11.92 0.02 -1.9 19.0 CausewayInst : SelComunInfo tn 137.35 -1.20 16.9 132.8
RisingDivd n 22.14 0.10 14.8 48.7
Alger Funds A: Value n 9.51 -0.02 16.4 35.8 TECAA p 18.40 0.00 0.9 15.3 BasicVal 21.69 -0.06 16.6 37.0 WorldInc 6.31 0.00 -0.6 15.7 CausewayInst 17.72 -0.12 9.1 14.1 SelLCVal pn 31.98 0.11 19.4 45.6
CapApr
SpectraN
35.57 -0.09
31.05 -0.09
8.0 92.6
5.3 88.9
American Century R6:
AmCentUltraFdR6 85.98 -0.10 7.9 110.9
TxExA p
WshA p
13.67
56.17
0.01
-0.12
1.0
12.4
15.6
46.7
B CAInsMuni
CapAppr
13.02
39.56
0.00
0.00
2.7
8.1
11.5
87.6
BMO Funds:
CorePlBdI 12.20 -0.01 -1.8 17.7
CIBC Atlas:
DispEq Inst 29.16 0.13 10.4 70.1
SelMdCpVal I p pn 13.75
SmCapGth I 34.87
0.03
0.23
18.5
7.4
47.1
143.0
Alger Funds I: EmgMkt 15.57 0.04 3.3 28.7 AMG Funds: Baird Funds: EqtyDivd p 23.23 -0.02 15.2 41.1 IntrTaxFree I 11.65 0.01 1.2 14.3 ClearBridge: SmCpIdx I n 30.62 0.05 20.8 46.0
CapAppr I-2 108.65 -0.22 8.7 96.2 EqInc 9.76 0.03 8.4 34.5 RRSmCapValI 15.91 -0.05 16.6 41.3 AggBdInst 11.44 0.02 -2.4 18.6 GlblAlloc p 22.49 -0.15 4.5 37.2 UltrShtTxFrI 10.11 0.00 0.3 4.5 AggressGrowthA 192.98 0.20 9.9 46.6 StratInc I 24.79 0.03 1.3 19.5
Alger Funds Inst: Growth 52.08 -0.01 9.4 91.2 AMG Managers Funds: CorBdInst 11.82 0.01 -2.1 19.3 HlthScOp p 78.31 1.41 6.1 68.7 BNY Mellon: AggressGrowthI 225.27 0.24 10.0 48.0 TaxEZ n 13.67 0.02 1.4 15.6
CapApprI 45.14 -0.10 8.1 92.4 MdCapVal 19.73 0.10 16.2 34.9 Brandywine I n 43.08 0.28 10.1 71.7 IntBdInst 11.50 0.01 -1.2 16.2 Interntnl t 23.99 0.02 13.3 44.8 SCMultiStrM 26.49 0.15 12.2 57.9 AllCapValueA 14.86 -0.04 17.8 26.2 Thermostat I n 18.93 0.02 5.1 58.2
Allianz Fds Admin: OCP2025 11.73 0.01 4.5 30.8 GWKMBd I 12.50 0.01 0.2 16.1 QualIntMunBdInst 11.99 0.00 0.1 13.0 LgCp Focus Gr 7.10 0.01 5.8 92.3 BNY Mellon Funds: AppreciationA 31.88 0.03 10.4 61.1 TotReBd I 37.85 0.04 -0.3 24.9
RCMTechI 99.28 -0.13 4.7 117.7 OCP2030 12.72 0.01 5.0 33.3 GWKSmCpCr I 35.90 0.17 17.3 54.5 ShtTBdInst 9.89 0.00 0.0 11.2 MdCpGrA 41.23 0.71 8.8 104.9 Aprec pn 43.33 0.16 10.5 76.9 AppreciationI 31.66 0.03 10.5 62.5 Columbia Class I2:
Allianz Funds A: OCP2035 12.30 0.01 5.6 36.0 TSIntlSC I 19.49 -0.08 5.4 13.5 Baron Funds: MultiAstIncome 11.47 0.01 3.9 21.8 CA AMTMuBdZ nr 15.23 NA NA NA AppreciationIS 31.77 0.03 10.5 62.9 ContCore I2 35.04 -0.15 12.6 70.2
RCMGrowthA 77.26 -0.12 9.9 98.9 OCPINRET 11.23 0.00 4.1 29.1 TSSmCapGrFd Z 22.16 0.32 7.3 81.1 Asset n 118.64 2.37 6.8 84.0 NatlMuni p 11.43 0.00 0.9 14.0 Dr500In tn 59.03 -0.07 11.7 63.2 DividendStrat1 n 29.67 0.12 10.4 52.7 DivIncom 29.34 -0.06 12.2 51.4
RCMTech t 79.97 -0.11 4.6 115.4 SmCpVal 11.35 0.11 30.4 57.8 TSSmCpGrFd N n 21.08 0.30 7.2 80.0 GlobalAdv n 53.39 0.63 4.0 144.9 NYMUNIOPP 11.50 0.01 3.1 11.2 Dreyf n 15.67 0.03 9.0 71.2 DividendStratA 29.65 0.12 10.3 51.4 MidCapIndx 19.91 0.18 19.4 50.6
AllianzGI: American Century Y: YachtmanFocFd I 21.10 -0.08 10.9 62.3 Growth n 113.34 1.32 8.4 89.3 ScTechOppA 62.02 -0.10 3.6 160.1 DreyMid r Inv nr 39.57 0.35 19.3 49.5 DividendStratI 30.56 0.13 10.4 52.8 SmCapIndx 31.41 0.05 20.8 45.9
MidCpValA 35.20 0.24 14.7 27.6 HighIncome 9.77 -0.01 3.0 22.1 YacktFocFd N n 21.17 -0.07 10.9 61.4 Opportunity n 42.97 0.37 7.3 176.1 StratMuniOpp 11.88 0.00 3.5 11.3 FloRtIncY 11.45 0.00 2.2 10.3 LargeCapGrowthA 64.27 -0.07 6.8 76.2 Columbia Class I3:
Amana Income: IntTF 11.91 0.01 1.2 16.2 YacktmanFd I 23.83 -0.06 12.1 57.7 Partners n 176.49 1.14 7.5 261.2 StrtIncOpptyInvA 10.36 0.00 0.5 14.3 GblRealRtY 17.22 -0.01 3.8 30.0 LargeCapGrowthI 72.55 -0.07 6.9 77.7 Balanced I3 52.69 -0.12 7.6 50.4
AmanaIncm n 61.13 0.07 8.4 53.4 American Funds Cl A: Angel Oak Funds Trst: SmallCap n 40.24 0.26 9.3 83.4 TotRet 11.92 0.02 -2.0 17.8 GlbStkI 27.56 0.19 5.9 59.6 LargeCapValueI 37.46 0.00 13.5 43.0 Bond I3 35.52 0.05 -0.9 20.8
AmanaGrowth n: 2010TarRetA p 12.22 -0.01 4.0 26.0 AglOkMtiStFdClIn 10.39 NA NA NA Baron Instl Shares: BlackRock Funds Blrk: GlFxIncI 22.55 0.01 -1.6 13.9 MidCapA 43.22 0.45 16.6 60.0 ContCore I3 p 35.07 -0.14 12.6 70.5
AmanaGrowth n 61.50 0.28 9.4 96.8 2015TarRetA p 13.05 0.00 4.5 28.2 AQR Funds: AssetInst 124.28 2.49 6.9 85.5 CapAppr 44.33 0.01 8.2 89.7 HYldI 6.15 -0.01 1.6 18.1 SmallCapGrowthA 51.46 0.66 11.4 91.2 DivIncom 29.38 -0.06 12.3 51.6
Amer Beacon Insti: 2020TarRetA p 14.39 0.00 4.7 29.8 DivArbI 12.11 NA NA NA DiscoveryInst 39.25 0.39 12.8 132.4 BlackRock Funds C: InstS&PStkIdx I 75.48 -0.09 11.8 64.8 SmallCapGrowthI 56.48 0.73 11.5 92.7 SelLgCpGr t 17.26 0.01 4.5 90.6
IntlInst 19.99 -0.18 8.9 9.8 2025TarRetA p 16.17 0.00 5.1 34.3 LgCapDefStyle I 28.63 NA NA NA EmergingMktsInst 19.48 0.20 2.2 29.4 GlblAlloc t 19.97 -0.13 4.2 34.1 Interm n 13.98 -0.01 0.5 14.6 SmallCapGrowthIS 57.46 0.75 11.6 93.5 SmCpVal II p 21.40 -0.02 24.7 37.7
LgCapinst 28.95 0.01 17.8 39.8 2030TarRetA p 17.81 0.00 6.0 38.2 LgCapDefStyle R 28.60 NA NA NA GlobalAdvInst 54.38 0.64 4.1 146.7 HlthScOp 67.06 1.20 5.8 65.1 IntlStkI 25.47 0.27 4.1 48.1 Clipper: STBond 10.11 0.01 0.6 11.0
SmCpInst 30.89 0.01 23.1 32.9 2035TarRetA p 19.15 -0.01 7.3 44.3 LgCapMomStyle I 25.28 NA NA NA GrowthInst 118.12 1.39 8.5 90.8 MultiAstIncome 11.46 0.01 3.8 19.1 IntlStkY 25.16 0.26 4.1 48.2 ClipperFd n 154.79 -0.47 17.5 44.4 Columbia Funds:
Amer Beacon Inv: 2040TarRetA p 20.07 -0.01 8.1 47.4 LgCpMultiStyle R 20.34 NA NA NA OpptortunityInst 45.24 0.38 7.4 178.1 BlackRock Funds III: MunBd nr 12.17 0.01 1.1 16.2 Cohen & Steers: UltShortBd Inst3 9.05 0.00 0.1 6.6
LgCapInv 26.10 0.01 17.7 38.4 2045TarRetA p 20.58 0.00 8.3 48.4 MgdFutStrI 7.99 NA NA NA PartnersInst 181.86 1.18 7.6 264.0 iShS&P500IdxK 494.75 -0.56 11.8 65.6 NewtonIntlEqY 25.46 -0.11 6.8 22.4 GlbRltyI 60.89 0.71 12.0 36.0 Commerce Funds:
American Century A: 2050TarRetA p 20.30 -0.01 8.4 49.2 TMEmgMultStyle R 13.11 NA NA NA RealEstateInst 41.98 0.49 16.5 99.5 iShUSAggBdIdxK 10.57 0.01 -2.5 16.8 NY Tax nr 15.25 0.00 1.1 14.3 InstlRlty 50.11 0.92 16.2 57.3 Bond n 20.69 -0.01 -1.6 16.6
EqIncA p 9.74 0.04 8.2 32.2 AmcpA p 43.05 -0.08 10.1 57.3 Aquila Funds: SmallCapInst 42.61 0.28 9.3 84.8 BlackRock Funds Inst: ResrchGrA 21.97 -0.01 7.6 98.5 IntlRltyI r 12.74 0.05 6.1 24.5 Community Capital Tr:
American Century G: AMutlA p 49.52 0.01 11.5 40.7 HI TF A 11.54 0.00 0.0 10.1 BerkshireFocus n: AdvIntl Inst 19.42 -0.06 8.7 19.3 ResrchGrZ n 22.57 -0.01 7.7 99.7 PrefSecIncmA 14.36 0.02 1.0 22.0 CRAQualInvFd 10.72 0.00 -0.9 10.8
GlBond 10.47 0.00 -1.3 15.0 BalA p 32.11 -0.07 6.7 37.9 ArbitrageI : BerkshireFocus n 42.50 -0.73 -2.9 154.0 AdvLgCapCore 22.61 0.03 12.6 61.5 SelMgrSmCpGroY 35.74 0.21 10.1 70.7 PrefSecIncmC 14.26 0.02 0.8 19.6 Credit Suisse Common:
InfAdjBd 12.64 0.01 0.0 19.0 BondA p 13.45 0.01 -2.1 19.8 ArbitrageI 13.55 NA NA NA Bernstein Fds: AdvSmCapInst 26.30 0.19 8.2 74.4 SelMgrSmCpVaY 30.22 0.10 20.1 49.9 PrefSecIncnI 14.40 0.02 1.1 23.0 ComdtyRet r 5.18 0.10 13.1 4.3
NT IntlGr 14.96 0.06 5.7 45.3 CapIBA p 67.59 0.00 7.9 24.6 Ariel Investments: Ca Mu n 14.68 0.00 0.6 11.5 BalCapFd 27.50 -0.15 6.0 43.0 SmCpStk r Inv nr 35.61 0.05 20.9 45.1 RltyIncA p 17.63 0.30 15.4 54.8 Cullen Funds:
NT MdCapVal 14.92 0.08 16.5 37.4 CapWA p 20.82 0.09 -3.0 12.4 ApprecInv pn 52.46 0.63 21.1 38.3 DivrMuni n 14.89 0.00 0.9 13.1 BasicVal 22.10 -0.06 16.6 38.2 SmMidCpGrI 39.59 0.06 1.7 114.5 RltyIncI 18.75 0.33 15.5 56.1 HiDivEqI r 16.71 -0.06 14.2 28.1

About our Funds
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
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
quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
capital. x: ex cash dividend. All data supplied by Lipper.
April 26, 2021 BARRON’S M29

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.
USSustCoreI 33.89 0.08 13.7 68.3 StraValDivIS 5.58 0.00 11.7 20.6 FAJpFdClI 20.41 -0.27 1.9 34.7 Income n 12.33 0.02 1.1 20.5 NJMun nr 12.63 0.01 1.2 19.0 GlbA 66.16 -0.22 8.0 28.7 FrankTemp/Temp Adv:
D USVectorEq
WexUSGov
24.93
10.25
0.08
0.01
20.7
-4.3
41.1
14.9
UltraShortI
ShtlncIS
9.22
8.70
0.00 0.3 7.9
0.00 0.2 10.2
FF2030
FF2040
16.63
18.43
0.02
0.02
6.4
9.6
40.2
48.9
Income K
Fidelity Invest:
12.31 0.02 1.1 20.7 NYMun n
OHMun n
13.73
12.53
0.02
0.00
1.3
0.6
16.2
15.1
Gold p
OverseasA
24.90
26.63
0.07
-0.13
-1.3
4.2
55.1
17.9
Frng Adv
GlBondAdv p
7.78
9.40
-0.02 11.0 6.7
0.01 -2.0 -5.4
Davenport: WrdEXUSTARGETVAL 15.35 -0.01 13.7 11.0 FedMuniUl A 10.05 0.00 0.1 4.5 FltRatel 9.40 0.00 2.5 11.3 AdvSrsGroOpport 17.89 -0.05 9.6 189.0 OTC n 19.26 -0.10 9.9 107.7 US Val A t 21.02 0.02 11.6 32.4 TGlTotRAdv 9.67 0.03 -1.2 -4.4
Davenport Core n 33.33 0.12 9.9 55.5 Dodge & Cox: Federated Hermes R: GrOppI 168.75 -0.37 8.8 182.2 AggrInt n 29.07 0.02 5.0 49.6 OTC K 19.61 -0.11 9.9 108.2 US Val I r 21.44 0.02 11.7 33.4 FrankTemp/Temp B&C:
EqOpp n 25.89 0.21 11.7 78.7 Balanced n 113.06 0.26 13.0 39.3 KaufmnR r 7.29 0.07 1.2 61.8 HiIncAdvI 11.77 -0.02 5.9 28.6 AilSectEq 12.36 -0.02 12.9 74.4 OverseasK r 64.02 0.17 8.0 36.5 FMI Funds: GlBond C p 9.48 0.01 -2.2 -7.2
Val&Incm n 19.48 0.06 13.4 33.0 GblStock n 15.31 -0.09 15.1 32.8 Federated Hermes R6: HthCarI r 74.70 1.28 6.9 66.5 AllCapInstl 64.19 0.02 11.9 64.8 Ovrse n 64.15 0.16 7.9 36.1 IntlInvst n 35.90 -0.09 10.9 18.8 Frost Family of Fund:
Davis Funds A: Income n 14.27 0.02 -1.5 19.6 FedInstHYBondL 9.96 NA NA NA IntlGr 19.84 0.14 6.9 49.2 AMgr20% n 14.62 0.03 1.2 20.6 PAMun nr 11.62 0.01 1.0 16.1 LgCapInvst n 21.60 0.08 10.8 44.5 FrTRInst 10.36 0.01 1.3 12.7
NYVen A 36.88 -0.17 18.3 49.5 Intl Stk n 47.67 -0.62 9.1 12.1 KaufmnSCL 66.06 NA NA NA IntlSmCp 34.36 -0.10 11.4 22.9 AMgr50% n 21.77 0.04 4.6 34.5 PcBas nr 46.02 0.28 4.9 55.9 FPA Funds:
Davis Funds C & Y:
NYVenY 38.00 -0.17 18.3 50.6
Stock n
Domini Funds:
229.40 0.44 20.4 48.6 StrValL
TtlRtnBdL
5.58
11.32
0.00 11.7 20.7
0.01 -1.3 20.1
LmtdTrmBdFd
MuniIncI r
11.84
10.89
0.00
0.00
-0.7
0.7
12.5
14.5
AMgr70% n
AMgr85% n
27.90
25.60
0.05
0.04
7.1
8.9
41.6
47.6
PuritanK
Puritn n
28.16
28.18
-0.07
-0.08
8.6
8.5
51.0
50.5
FPACres n
NwInc n
40.75
10.02
-0.06 13.3 40.7
0.00 0.5 8.9
G
Del Invest Instl: Intl Eq Instit 9.02 -0.07 7.3 10.8 Fidelity: MuniIncome 13.68 0.02 1.4 18.0 AstMgr30R n 12.62 0.02 2.3 26.0 RealE n 45.41 0.94 15.2 39.6 Franklin A1: Gabelli Funds:
CorpBdI 6.32 0.01 -2.9 25.3 US Equity Inv pn 32.94 -0.04 7.8 69.2 500IdxInstPrem n 145.11 -0.16 11.8 65.6 NwInsghtI 40.09 -0.20 8.8 60.1 Balanc n 30.59 -0.03 8.4 57.2 RealEstInc nr 12.83 0.09 8.9 31.3 AZ TF A1 p 11.08 0.00 0.6 14.6 ABC pn 10.76 -0.01 2.9 11.1
Value 24.10 -0.18 11.1 26.8 DoubleLine Funds: BalancedK6 14.20 -0.01 8.4 NS REIncmInst 12.77 0.08 8.9 31.3 BalancedK 30.59 -0.03 8.5 57.6 REInc n 11.27 0.05 7.3 28.8 CA TF A1 p 7.80 0.00 0.6 18.1 Asset pn 61.28 0.48 13.4 42.6
Delaware Invest A: CoreFxdIncmI 11.12 NA NA NA Contrafund K6 20.47 -0.07 8.4 72.8 SmCapGrwI 37.17 0.21 8.9 78.2 BluCh n 178.61 -0.64 9.5 129.4 SAIIntlMinVolInd 11.33 0.06 4.8 13.6 CAHY A1 p 11.43 0.01 1.7 19.3 GabelliAsstFdClI 61.14 0.49 13.5 43.6
Diver Inc p 9.21 0.01 -1.8 19.4 CorFxdIncN n 11.11 NA NA NA EmgMktIdxInstPre n 13.46 0.11 5.7 25.7 StrInI 12.81 0.00 1.2 18.0 BluChpGr K6 26.50 -0.11 9.5 127.3 SAILTTreBdIdx 10.77 0.06 -10.8 26.8 CAInt A1 p 12.16 0.01 0.3 11.6 SmCapG n 49.85 0.23 15.8 37.5
GroInA p 14.46 -0.05 11.1 27.5 EmgMktIncmI 10.61 NA NA NA ExtMktIdxInstPre n 88.75 0.53 12.9 69.9 Total Bd 11.04 0.01 -1.7 19.4 BluChpGrK 179.20 -0.64 9.5 130.1 SAISm-MidCap500I 16.42 0.16 16.0 62.3 Fed TF A1 p 12.33 0.01 1.0 16.0 SmCpGrwI 51.81 0.24 15.9 38.5
OppA p 34.11 0.20 19.6 33.4 FlexibleIncomeI 9.71 NA NA NA FidSAIEmerg 14.91 0.08 9.9 NS Fidelity Advisor M: CALmtTrmTFB n 10.86 0.00 0.2 9.3 SAIUSMinVolIndFd 17.85 0.05 8.2 54.5 FedInt A1 p 12.34 0.00 0.3 11.8 Util A p 8.35 -0.04 10.5 28.0
SmCpValA p 75.14 0.64 25.7 32.0 GlobalBondN 10.43 0.05 -3.3 3.0 FIDSerEmgMkt 11.95 0.10 5.4 NS Balanced p 28.53 -0.02 8.2 54.3 CAMun n 13.43 0.01 0.7 16.0 SAIUSQtyIdx 17.71 0.00 10.0 72.0 HiInc A1 1.89 0.00 1.8 20.6 GAMCO Funds:
SMIDCapGrA p 45.65 0.07 3.2 155.6 InfraIncomeI 10.52 0.00 -0.3 16.3 FidSerToMarket 14.40 0.00 11.9 NS EqGr p 16.84 0.01 9.4 96.8 Canad nr 60.47 -0.50 12.8 33.5 SCEnhIdx n 17.79 0.06 16.6 46.3 HY TF A1 p 10.45 0.00 2.1 19.3 GwthAAA pn 89.86 -0.12 5.0 89.8
TotRtA p 16.98 -0.03 7.9 24.0 LowDurBdI 9.99 0.01 0.5 8.9 FIDSerTresIndxFd 10.00 0.00 0.0 NS EqIn p 33.80 0.03 14.2 34.4 CapAp n 46.26 -0.01 10.8 75.1 SCValueI r 21.69 0.19 28.0 47.2 IncomeA1 p 2.48 0.00 9.6 26.0 Gartmore Funds:
TxIntA p 12.53 0.00 1.3 16.8 LowDurBdN n 9.98 0.01 0.5 8.1 FIDZroExtMktIx n 13.59 0.09 18.0 NS GrOppM p 152.15 -0.35 8.6 178.0 CapDevA p 18.57 -0.08 15.8 51.4 SmallCap nr 23.66 -0.07 14.7 48.2 MIInsTF A1 p 11.97 0.00 0.5 16.0 NationwideInstSv 30.35 0.05 11.0 66.1
TxUSA p 12.37 0.01 2.0 21.1 ShillerEnhCAPEI 20.42 NA NA NA FIDZroLgCpIx n 14.91 -0.02 10.9 NS NwInsghtM p 36.90 -0.18 8.7 57.7 CapDevO n 19.41 -0.09 15.9 52.8 SmCapDisc n 29.50 -0.11 22.6 44.1 MNInsTF A1 p 12.78 0.00 0.0 14.4 Gateway:
Deutsche DWS: ShillerEnhCAPEN n 20.41 NA NA NA Flex 500 Index 17.84 -0.02 11.8 65.8 SmllCapM p 29.06 0.21 19.0 51.2 ChinaReg n 60.20 0.53 8.2 78.6 SmlCapO n 18.42 0.14 14.9 55.8 MO TF A1 p 12.00 0.00 0.7 15.0 GatewayA 38.55 -0.10 5.0 21.1
CapGrth p 118.08 -0.05 7.8 93.1 TotRetBdI 10.56 NA NA NA FlexIntIdx 13.96 0.03 7.6 24.3 StkSelMC 46.84 0.25 18.3 53.3 CnvSc n 42.92 0.00 7.6 92.4 SmlCpGrth nr 37.07 0.22 8.9 78.3 NY TF A1 p 11.35 0.01 0.4 14.5 GE Elfun/S&S:
CapGrth n 119.80 -0.04 7.9 94.6 TotRetBdN n 10.56 NA NA NA FlexUSBdIdx 10.55 0.01 -2.6 16.8 StrInM p 12.62 -0.01 1.1 17.1 Contra n 17.84 -0.07 8.8 74.4 SmlCpGrth K6 21.58 0.13 9.1 80.1 OHInsTF A1 p 13.10 0.00 0.1 14.6 RSPIncm n 12.06 0.01 -2.1 17.9
CoreEq n 33.92 -0.07 11.0 55.9 Driehaus Funds: Freedom2060K 15.50 0.02 10.2 48.2 Fidelity Advisor Z: ContraK 17.89 -0.06 8.9 74.9 SmlCpVal nr 21.69 0.19 28.0 47.2 OR TF A1 p 11.91 0.01 0.3 14.1 RSPUSEq n 74.30 -0.01 11.9 75.5
EqDivA 56.35 -0.22 11.6 28.6 EmMktsGr n 50.36 0.32 2.6 38.4 GlexUSIdxInstPre n 15.68 0.03 7.6 24.2 CorporateBond 12.46 0.01 -3.3 NS CorpBd n 12.47 0.02 -3.3 23.0 Srs1000ValIndRet 15.21 0.01 15.2 40.0 PA TF A1 p 10.05 0.00 0.7 13.2 Tax Ex n 11.61 0.00 0.5 15.2
GblGrwS n 47.88 0.00 4.9 42.0 GrowthCompanyK6 21.01 -0.08 9.3 NS EmMkt Z 38.46 0.15 5.8 49.1 CpInc nr 11.23 -0.03 5.7 30.7 SrsBlChGroRetail n 18.47 -0.01 10.1 140.0 US Gov A1 p 6.01 0.01 -0.6 10.5 Trusts n 80.45 -0.09 12.4 81.0
Dupree Mutual Fds:
GNMA S n 13.84 -0.01 -0.2 11.8 HighIncome C 8.70 -0.01 0.9 NS FloatRateHighInc 9.40 -0.01 2.4 NS DisEq n 57.25 0.00 10.3 69.4 SrsCommStrt 5.19 0.11 13.1 2.5 Utils A1 p 20.95 -0.19 7.1 42.6 GMO Trust Class III:
KYTF n 8.03 -0.01 1.0 15.3
HiIncA 4.83 -0.03 0.7 19.8 InflPrBdIndInsPr n 11.00 0.01 -0.4 19.5 GovtIncome 10.64 0.01 -2.5 NS DivGrowK 35.31 -0.08 14.1 41.8 SrsEmrgMkt 26.31 0.16 5.4 43.0 Franklin Templeton: EmgCntryDt r 26.03 NA NA NA
HiYldTx n
MgdMuniA p
12.47
9.36
0.02
0.00
2.6
0.8
17.2
14.9 E IntlIdxInstPrem n 49.17
IntlIndex n 12.25
0.01
0.02
8.0
7.6
22.3
NS
GrOpp
IntCpAp
170.59
30.99
-0.37
0.03
8.8 183.2
5.1 49.9
DivGth n
DivIntl n
35.35
49.94
-0.08
0.09
14.0
4.7
41.3
38.0
SrsGlobal
SrsGroCoRetail
15.43
24.93
0.03
-0.08
7.6
9.5
24.2
134.9
TgtGro A p
TgtModA p
21.00
16.95
NA
NA
NA
NA
NA
NA
Quality
GMO Trust Class IV:
28.97 0.07 13.2 77.2
MgdMuniS n 9.38 0.01 1.0 15.7 Eaton Vance Class A: IntrTresBdIxPrem n 11.22 0.02 -3.3 17.9 InvestGradeBd 8.36 0.01 -2.2 NS DivIntl K6 14.42 0.03 4.9 38.9 SrsIntlGrw 19.08 0.13 7.3 54.4 FrankTemp/Frank Adv: EmgCntrDt 25.99 NA NA NA
S&P500S n 41.23 -0.05 11.7 64.9 AtlCpSMID p 37.88 0.38 14.9 57.4 LgCpGwId InstPre n 25.77 -0.05 8.4 96.3 NewMktsIncFdZ 14.58 0.01 -2.1 NS DivIntlK r 49.85 0.08 4.8 38.5 SrsIntlSmCp 22.18 0.11 8.0 37.8 CA HY Adv t 11.46 0.01 1.8 19.7 IntlEq 25.24 -0.15 11.5 18.4
TechA 36.31 -0.23 9.9 111.5 DivBldrA 18.76 0.06 10.7 56.3 LgCpVlIdxIstPrem n 15.29 0.02 15.2 39.8 RE Income 12.77 0.08 8.9 NS DivStkO n 36.16 -0.15 13.0 67.8 SrsIntlVal 11.18 -0.10 10.8 15.6 CA IntAdv 12.19 0.01 0.3 11.9 Quality 29.04 0.07 13.2 77.4
Diamond Hill Funds: FloatRt 9.07 NA NA NA LTTrsBdIdxInstPr n 14.13 0.08 -10.5 25.9 StrgInc 12.81 -0.01 1.2 NS Emerg Asia nr 71.14 1.32 4.1 106.9 SrsSmCapDiscRet 15.17 -0.08 22.1 52.0 CA TF Adv t 7.79 0.01 0.8 18.6 GMO Trust Class VI:
CorpCrI 11.81 -0.01 1.5 25.7 FltgRtAdvg p 10.52 NA NA NA MidCpGrwthIndx n 30.06 0.23 6.9 NS Fidelity Freedom: EmrgAsiaI r 70.42 1.33 4.2 107.1 STBF n 8.73 0.00 -0.2 9.6 CvtScAdv 29.93 0.08 6.2 91.5 EmgMkts r 37.22 NA NA NA
LgCapA pn 34.89 0.08 14.7 53.2 Inc Bos 5.58 -0.01 1.7 17.5 MidCpInxInstPrem n 30.81 0.21 14.1 58.1 FAFree2020I p 14.71 0.02 4.7 34.3 EmrgMktK r 47.98 0.17 5.0 55.0 StkSelSmCp n 35.62 0.19 16.4 63.8 Dynat Adv 153.21 0.11 5.8 117.0 Quality 28.97 0.06 13.2 77.7
LgCapI 35.09 0.08 14.8 54.6 MidCpValIndex n 25.90 0.16 18.0 NS FAFree2025I 15.22 0.03 5.5 37.1 EmrgMktsDebt 9.24 0.00 -1.8 9.4 StkSlcACap n 63.61 0.02 11.9 64.9 Fed TF Adv 12.35 0.01 1.1 16.4
LgCpVal 24.06 0.01 14.9 43.4 Goldman Sachs A:
LgCapY 35.13 0.09 14.8 55.0 NewMkt I 14.58 0.01 -2.1 NS FAFree2035I 16.79 0.02 8.3 45.5 EmrMkt nr 47.94 0.17 4.9 54.4 StratDivInc n 17.59 0.09 9.1 46.7 FedIntAdv 12.37 0.00 0.4 12.1
NatlMuniInc 10.41 0.00 0.7 17.7 CapGr 31.35 0.08 9.8 66.7
LongShortI 29.77 0.13 12.0 30.3 OTCK6Port 18.96 -0.10 10.6 NS FAFree2045A 14.37 0.02 9.6 47.8 Eq Inc n 69.12 0.00 13.0 46.4 StrDivIncI 17.53 0.09 9.1 46.5 GrOpAdv p 62.26 0.24 5.5 91.1
ShDurGovIncFd 8.11 0.00 0.3 5.7 HYMuni p 10.62 0.00 2.8 22.7
SmMidCapI 27.65 0.32 20.6 36.4 RealEstIdxInst n 16.86 0.29 16.1 33.5 FF2005 n 13.28 0.03 1.7 22.6 EqDivIncm n 28.97 0.02 14.2 36.9 TaxFrB nr 12.22 0.01 1.3 18.6 Growth Adv t 147.73 0.78 8.8 76.1
ShDurStratIncFd 7.32 NA NA NA Muni 16.80 0.01 1.7 15.4
Dimensional Fds: SAIRealEstIndxFd 12.04 0.21 16.1 34.0 FF2010 n 16.75 0.03 2.8 26.3 EqDivIncmK 28.96 0.02 14.2 37.3 TotalBond n 11.06 0.01 -1.7 19.5 HY TF Adv 10.50 0.01 2.3 19.7
TMG1.0 n 1857.35 -6.30 10.6 67.3 Goldman Sachs Inst:
2TGlFxd 9.95 0.00 0.1 5.9 SAIUSLgCpIndxFd 21.95 -0.02 11.8 65.5 FF2015 n 14.01 0.02 3.9 30.1 EqIncK 69.07 0.01 13.0 46.9 TotalBond K6 10.29 0.01 -1.7 19.9 IncomeAdv 2.46 0.00 9.7 26.7
TMG1.1 83.41 -0.28 10.5 65.6 CoreFix 10.90 0.01 -2.9 19.4
5GlbFxdInc 10.91 0.00 0.2 8.3 SeriesBondFd 10.46 0.01 -2.5 NS FF2020 n 18.01 0.03 5.0 33.7 Europ nr 46.44 0.05 9.6 34.0 Trend n 156.41 -0.46 5.8 95.5 RisDv Adv r 87.76 0.73 9.9 60.2
TMG1.2 37.48 -0.13 10.4 64.9 EmgMEq 31.59 0.16 4.6 40.2
CAIntrTrmMuniBd 10.84 0.00 -0.2 8.9 SeriesOverseas 13.37 0.04 7.8 NS FF2020A p 14.57 0.02 4.6 33.2 Fidel n 69.37 0.06 11.2 72.7 Utility n 28.71 -0.29 5.1 35.9 SmCpGrAdv p 33.38 0.10 9.8 88.7
WW Hlth Science p 13.76 0.20 5.7 58.6 Gr 44.53 0.05 10.5 74.4
CASTMuniBd 10.28 -0.01 0.1 3.4 SerLTTreBdIdx 8.15 0.05 -10.5 25.8 FF2025 n 16.33 0.02 5.7 36.3 FltRateHi nr 9.40 -0.01 2.4 11.4 Value n 14.85 0.02 24.0 51.4 SmCpValAdv t 66.03 0.03 23.6 43.8
Eaton Vance Class I: HYMuni 10.62 0.00 2.9 23.8
Cont 33.85 0.19 12.3 27.3 SmallCapValIndx n 27.49 0.00 23.6 NS FF2025A p 15.06 0.03 5.5 36.0 FocsdStk n 33.68 -0.20 8.2 86.6 ValueDisc n 37.13 0.04 15.4 42.1 USGovAdv p 6.03 0.01 -0.5 10.9
AtlCpSMID 43.22 0.45 15.0 58.6 Int 15.01 -0.08 9.2 15.6
DFARlEst 43.27 0.84 15.6 50.0 SmCpIdxInstPrem n 28.82 0.12 15.4 51.8 FF2030 n 20.57 0.03 6.7 39.4 FournOne n 59.83 0.03 8.8 47.4 ValueK 14.87 0.02 24.0 51.8 Utils Adv 21.15 -0.19 7.2 43.3
FloatRtHiInc 8.67 NA NA NA Muni 16.79 0.01 1.8 16.5
EmgMkt 35.20 0.23 7.9 22.6 STBdIdx InstPrem n 10.27 0.00 -0.4 11.7 FF2035 n 18.02 0.02 8.8 44.4 GNMA n 11.75 0.00 0.0 12.4 Wrldw n 36.87 -0.20 7.6 66.8 FrankTemp/Franklin A:
EmgMktSoCoEq 17.12 0.13 9.1 22.1 FltgRt 8.78 NA NA NA ShDuTF 10.85 0.00 0.4 8.8
STTreIdx InstPre n 10.72 0.01 -0.4 10.9 FF2035A t 16.63 0.03 8.3 44.4 GovtInc n 10.62 0.01 -2.6 13.9 Fidelity SAI: BAL A t 13.46 -0.02 7.6 31.3
EmgMktVa 32.15 0.31 12.4 9.0 GblMacAbR 8.68 NA NA NA SmCapVa 67.62 0.42 21.7 31.3
TMktIdxInstPrem n 120.48 0.02 12.0 66.6 FF2040 n 12.94 0.01 10.1 47.7 GroCo n 35.89 -0.11 9.2 128.0 FidSAIEmgMktIndx 17.57 0.15 5.7 25.4 BalInv p 38.19 0.04 19.3 27.5
EmMktCorEq 26.42 0.19 8.9 21.3 IncBos 5.58 -0.01 1.7 18.2 Guggenheim Funds Tru:
TotalMarketIndex n 15.09 0.00 11.9 NS FF2040A p 18.27 0.02 9.6 47.7 GroInc n 50.56 -0.12 15.8 50.7 FidSAIIntlIndxFd 14.12 0.00 8.0 22.3 BioDis A p 161.89 0.00 -5.5 42.2
EmMktSmCp 25.96 0.27 12.2 19.8 LgCpVal 24.17 0.01 15.0 44.5 FloRaStraFdInst 24.93 -0.02 2.0 9.6
TtlIntIdxInstPr n 14.66 0.03 8.0 24.3 FF2045 n 14.81 0.01 10.1 47.8 GrowCoK 35.99 -0.11 9.2 128.6 IntlValIdx 9.99 -0.08 12.8 4.2 CoreAll A p 23.89 0.04 9.0 46.8
Fixd 10.30 0.00 0.0 4.9 NatlMuniInc 10.41 0.00 0.8 18.6 USBdIdxInstPrem n 12.07 0.02 -2.5 16.8 FF2050 n 14.92 0.01 10.1 47.7 GrowIncK 50.50 -0.12 15.8 51.1 LowDurationInc 10.01 0.00 0.0 NS CvtSc A p 29.93 0.09 6.2 90.0 MacOppFdClInstl 27.37 -0.03 0.9 15.2
GblAll60 40Inst 22.01 0.02 8.1 33.4 Eaton Vance Funds: USSusIdx n 18.40 0.02 13.0 69.1 FrdmBlen2025 K6 12.13 0.02 5.4 NS GrStrt nr 64.26 0.37 7.6 72.2 Muni Inc 10.90 0.01 1.1 NS DynaTech A p 147.70 0.10 5.7 115.4 TotRtnBdFdClInst 28.72 -0.04 -2.4 19.7
GlAll25 75Inst 14.88 0.00 3.1 19.6 ParTxMgdEmgMktIn 52.59 0.16 5.3 6.1 Fidelity Adv Focus A: Free2045L 14.49 0.02 9.6 48.8 GwthDiscovery n 56.67 0.02 9.5 99.0 SAIEmgMktLoVolIx 11.39 0.12 7.7 NS EqIn A p 30.03 0.04 10.6 40.7 TotRtnBondFdClA 28.70 -0.03 -2.5 18.7
GlEqInst 31.15 0.04 13.7 43.9 Edgewood Growth Instituti: HthCarA r 68.01 1.17 6.9 65.2 Free2050I 14.49 0.03 9.7 48.9 HighInc nr 8.70 -0.01 0.8 14.6 SAIInflaFocFd 11.84 0.23 14.4 NS FlRtDA A p 7.65 -0.01 2.9 0.8 GuideMark Funds:
GlRESec 12.11 0.16 12.7 35.5 EdgewoodGrInst 56.96 0.13 10.0 97.4 TechA t 95.24 -0.59 6.5 127.1 Free2055 n 17.14 0.02 10.1 47.8 Indepndnc n 49.93 -0.03 7.7 63.9 ShortTermBd 10.00 0.00 -0.1 NS FoundFAlA p 14.18 -0.01 5.1 14.0 LgCpCorServ pn 28.09 0.01 12.5 64.8
InfProtSec 13.17 0.01 -0.3 21.0 Fidelity Adv Focus C: Free2060InstPrem 16.37 0.02 8.6 47.7 IntBd n 11.18 0.01 -1.2 16.1 TotalBd 10.52 0.01 -1.5 NS FrkIntlGrthA 22.55 0.28 4.9 60.0 GuideStone Funds:
IntGvFxdInc 12.88 0.02 -3.5 17.0 F HthCarC p 52.30 0.89 6.6 61.5 Free2060Investor 16.35 0.01 8.6 47.5 IntlCapiApp K6 16.72 0.02 5.1 51.4 TxFreeBd 10.95 0.01 1.1 NS FSmCoSer r 25.48 0.07 10.6 18.9 AggrAllGS4 n 14.13
BalAllGS4 n 13.27
NA
NA
NA
NA
NA
NA
IntlCoreEq 16.09 -0.05 10.6 18.4 Fidelity Adv Focus M: Freedom2010 K 16.74 0.02 2.8 26.6 IntlDisc n 57.10 -0.26 7.6 38.3 U.S.TreBdIdx 10.03 0.01 -3.2 15.0 GoldPrM A p 25.40 0.08 1.2 92.5
IntlREst 4.87 0.00 7.3 12.9 Fairholme: EqindxGS2 45.17 NA NA NA
Tech p 88.52 -0.56 6.4 125.4 Freedom2015 K 13.99 0.02 3.9 30.2 IntlEnhIdx n 11.25 -0.01 9.5 17.0 USMomentumIdx 18.01 -0.10 8.0 64.4 GrOp A p 56.48 0.22 5.4 89.7
IntlSustCore1 13.20 -0.01 9.2 26.8 Fairholme n 28.95 -1.03 -0.6 60.2 EqIndxGS4 n 45.15 NA NA NA
Fidelity Advisor: Freedom2015 K6 13.95 0.02 3.9 30.5 IntlGrRet n 19.89 0.14 6.9 49.3 USValueIndex 11.98 -0.02 19.0 29.0 Growth A p 147.17 0.77 8.7 74.8
IntlVal 19.19 -0.26 13.8 4.1 FAM Dividend Focus: SrsAdvIntlCapApp 30.94 0.03 5.0 49.3 Freedom2020 K 17.99 0.02 5.0 33.9 IntlScOpps nr 26.33 0.16 6.9 35.6 Fidelity Selects: LwDuToRt A 9.61 0.00 0.6 9.2 GrAllGS4 n 14.06 NA NA NA
IntlVectorEq 14.18 -0.07 11.8 14.7 FAMDivFocFd n 47.55 0.61 12.3 69.1 StragInc n 12.80 -0.01 1.2 18.1 Freedom2020K6 17.94 0.02 5.0 34.3 IntlSmCap nr 34.13 -0.10 11.4 23.0 Banking nr 28.97 0.10 30.2 25.0 RisDv A p 87.85 0.73 9.8 59.1 GrEqGS2 32.39 NA NA NA
IntrLrgCpGroPor 16.82 0.06 7.8 35.4 FAM Value: TotBdFdClZ 11.04 0.00 -1.6 19.9 Freedom2025 K 16.31 0.02 5.8 36.6 IntlVal tn 9.35 -0.08 10.4 11.9 Biotech nr 22.11 0.32 -5.2 56.2 SmCpGr A p 30.04 0.09 9.8 87.3 GrEqGS4 n 32.01 NA NA NA
IntSmCo 22.52 0.00 11.2 20.0 FAMValue n 95.28 0.29 14.5 50.4 Fidelity Advisor A: Freedom2025K6 16.28 0.02 5.8 37.1 IntMu n 10.87 0.00 0.6 14.7 Chem nr 16.79 0.11 16.7 20.1 SmCpVal A p 62.16 0.02 23.5 42.8 IntEqGS2 15.66 NA NA NA
IntSmVa 21.48 -0.08 12.4 4.6 Federated Hermes: AdvMdCpIIA p 25.10 0.07 15.6 40.5 Freedom2030 K 20.55 0.02 6.7 39.7 InvGB n 8.35 0.01 -2.2 20.3 Comp nr 114.89 0.69 13.9 112.9 SmMCpGrA p 50.29 0.41 7.4 103.2 LowDurGS2 13.64 NA NA NA
IntTermMuni 10.56 0.00 -0.1 10.6 FedHerInterEquit 33.06 0.09 9.4 NS AdvStrDivInA p 17.46 0.09 9.0 45.4 Freedom2030K6 20.51 0.03 6.8 40.3 InvGrBd 11.63 0.01 -1.8 20.8 ConDis nr 71.54 -0.56 12.6 83.3 StrInc A p 9.46 0.01 0.2 11.3 MedDurGS2 15.12 NA NA NA
IntVaIII 16.43 -0.22 13.9 4.6 Federated Hermes A: BalancA t 28.14 -0.03 8.3 55.4 Freedom2035 K 18.00 0.03 8.8 44.9 LargeCap n 40.81 -0.18 16.3 52.8 ConStap nr 96.33 -0.33 5.6 45.0 TgtCon A p 15.32 NA NA NA ValEqGS2 22.07 NA NA NA
ITExQual 11.47 0.01 -3.6 22.5 EqIncA p 26.30 0.00 13.7 28.2 BioTech 32.50 0.25 -4.2 50.9 Freedom2035K6 17.97 0.03 8.8 45.5 LCapCrEIdx n 21.55 -0.08 13.5 63.2 DfAero nr 18.04 -0.22 9.8 13.9 TtlRtn A p 9.95 0.01 -2.1 15.4
LgCo 31.36 -0.04 11.8 65.5 FdShInToRetA 10.69
FedMunULA pn 10.05
0.00
0.00
-0.3
0.1
11.1
3.5
DivIntlA 30.48 0.05 4.8 38.2 Freedom2040 K 12.94 0.01 10.1 48.2 LCapGrEIdx n 30.98 -0.14 11.1 87.5 Energy nr 28.66 -0.53 24.0 -34.2 FrankTemp/Franklin C: H
LgCpIntl 27.18 -0.06 9.0 22.5 EqGrA p/r t 17.34 0.00 9.5 98.2 Freedom2040K6 12.90 0.01 10.2 48.9 LevCoSt n 47.64 -0.20 16.1 64.9 FinSvc nr 12.53 0.09 23.3 40.5 CA TF C t 7.78 0.00 0.4 16.2
SclCrEqInst 15.53 -0.04 11.5 18.3 KaufmannA p 7.27 0.06 1.3 61.7 EqInA 32.82 0.02 14.2 35.3 Freedom2045 K 14.80 0.02 10.2 48.3 LgCpVHIdx n 16.43 -0.01 16.8 40.7 Gold nr 28.99 0.26 -1.8 56.4 DynaTech C p 120.69 0.06 5.4 110.6 Harbor Funds:
SelHdgGlFxd 9.81 0.01 0.1 9.4 KaufmnLCA p 35.93 0.28 4.4 73.9 FF2030A p 16.52 0.02 6.3 39.2 Freedom2045K6 14.76 0.02 10.2 49.0 LmtTrmMuniIncm n 10.87 0.00 0.4 10.0 Health nr 32.88 0.56 7.1 75.1 Fed TF C t 12.32 0.01 0.8 14.1 Bond 12.06 0.01 -1.8 18.3
STExQual 10.99 0.00 -0.1 8.9 KaufmnSCA p 65.07 NA NA NA GrOppA 154.17 -0.36 8.7 180.0 Freedom2050 K 14.91 0.02 10.1 48.2 LowP nr 57.38 -0.01 18.0 43.4 HlthCareSrvPt r nr 135.75 1.96 13.2 70.2 Growth C t 131.31 0.67 8.4 70.9 CapApInst 108.36 -1.12 4.0 100.1
STGov 10.51 0.01 -0.5 4.6 MunStkAdvA p 14.83 -0.01 6.0 23.3 LevCoStA p 57.13 -0.35 15.7 62.3 Freedom2050K6 14.89 0.01 10.2 48.9 LowPriStkK r 57.32 -0.01 18.0 43.7 Ind n 37.07 0.07 7.7 30.7 Income C t 2.52 0.00 9.7 24.2 CapApInv pn 102.06 -1.05 3.9 97.9
STMuniBd 10.18 0.00 0.1 3.7 ShtIncA t 8.70 0.00 0.1 8.8 NwInsghtA p 38.84 -0.19 8.7 58.9 Freedom2055 K 17.14 0.02 10.2 48.2 LowPriStkK6 15.29 -0.02 17.7 43.5 ITSvs n 97.08 0.02 7.2 93.6 RisDv C t 86.16 0.70 9.5 55.5 IntlGr r 23.47 -0.01 5.3 54.9
TAUSCoreEq2 26.34 0.04 14.9 55.2 StrValDivA p p 5.54 -0.01 11.5 19.6 SmllCapA p 32.27 0.23 19.1 52.2 Freedom2055K6 17.12 0.02 10.2 48.9 LtdTmBdFd n 11.84 0.00 -0.7 12.6 Leisr nr 19.28 -0.08 13.0 57.3 FrankTemp/Franklin R: IntlInst r 48.23 -0.13 9.5 21.1
TAWldexUSCr 26.39 0.02 10.5 18.9 UltraShortA pn 9.23 0.00 0.3 6.8 StkSelMC p 46.46 0.26 18.4 54.4 Freedom2060 n 15.51 0.02 10.2 47.8 MagellanK 14.04 0.00 7.7 65.8 Mat nr 98.36 0.48 17.7 26.8 FrkDynTchR6 155.02 0.11 5.8 117.6 LgCpValue 22.11 0.09 15.0 58.2
TM IntVa 32.74 -0.39 12.9 4.3 StockTrA 33.47 0.13 14.9 34.7 StrInA 12.62 -0.01 1.1 17.0 Idx2015InsPre 15.48 0.01 2.9 30.1 Magin n 14.05 -0.01 7.7 65.4 MdTchDevis n 78.08 1.76 12.5 101.4 FrkGrthR6 147.61 0.78 8.8 76.6 SmCpGwth 19.40 -0.02 7.9 80.1
TM US Sm 58.20 0.18 22.0 41.3 Federated Hermes C: TotalBdA p 11.07 0.01 -1.7 18.6 Idx2020InsPre 17.01 0.02 3.9 33.7 MAMun n 12.63 0.00 0.6 14.7 Multimedia nr 91.63 -0.53 14.9 106.8 FrkIncR6 2.47 0.00 10.2 27.4 SmCpValInst 45.80 -0.06 16.6 43.6
TM USTgtVal 44.96 0.05 26.7 31.9 StraValDivC p 5.56 0.00 11.5 17.5 Fidelity Advisor C: Idx2025InsPre 19.11 0.02 4.7 36.3 Manager40 n 13.66 0.02 3.4 30.5 Pharm n 23.84 0.29 4.1 58.1 FrkRisDivR6 87.75 0.73 9.9 60.6 Harding Loevner:
TMMktwdVa 37.52 0.00 16.8 35.6 Federated Hermes Int: BalancC 27.91 -0.03 8.0 52.0 Idx2030InsPre 20.11 0.02 5.5 39.4 Manager60 n 15.69 0.03 5.8 38.2 Retail nr 24.73 -0.17 14.5 104.4 FrkSmCpGrR6 34.09 0.11 9.9 89.6 EmgMktsAdv n 68.80 NA NA NA
TMMttVa2 34.74 0.00 16.8 36.2 GloFinI 43.95 -0.19 7.0 21.1 GrOppC p 127.91 -0.31 8.4 173.7 Idx2035InsPre 22.31 0.02 7.3 44.3 McpVl n 27.75 -0.02 21.2 27.4 Semiconductors r nr 17.72 -0.38 13.5 135.5 FrkTotRtnR6 10.02 0.01 -2.0 16.7 IntlEq 29.43 NA NA NA
TMUSEq 45.95 -0.03 11.8 65.5 InsHiYld r 9.96 NA NA NA NwInsghtC t 31.71 -0.16 8.5 55.4 Idx2040InsPre 22.62 0.02 8.6 47.7 MegaCpStk n 18.82 -0.05 16.8 62.4 Softwr nr 29.12 -0.04 9.0 113.9 TempGlbBndR6 9.40 0.01 -1.9 -5.0 Hartford Funds A:
US CoreEq1 33.81 0.02 14.3 58.4 MDTSmCIS 26.59 NA NA NA Fidelity Advisor Fun: Idx2045InsPre 23.48 0.02 8.6 47.7 MidCap n 44.34 0.09 19.3 54.3 Tech nr 27.41 -0.10 7.9 128.7 TmpFrgnR6 7.77 -0.03 11.0 7.3 BalIncA 16.16 0.03 4.2 30.5
US CoreEq2 31.07 0.05 15.5 55.6 TtlRtnBdI 11.33 0.01 -1.3 20.0 BalFdZ 28.79 -0.02 8.4 57.2 Idx2050InsPre 23.52 0.02 8.6 47.7 MidCapEnIdx nr 19.76 0.08 15.2 49.7 UtilGr nr 97.39 -1.16 6.2 39.6 FrankTemp/Mutual A&B: CapAppA p 47.19 0.00 9.8 61.8
US Micro 28.35 0.03 24.1 38.2 Federated Hermes IS: IntlGrwZ 19.87 0.13 6.9 49.8 Idx2055InsPre 19.34 0.02 8.6 47.7 MidCapStkK r 44.36 0.08 19.3 54.7 Fidelity Series: Beacn A 18.43 0.01 13.1 33.4 Chks&Bal p 10.89 0.01 7.4 43.9
US Small 46.86 0.12 22.2 42.5 IntEq IS p 33.05 0.09 9.4 40.4 Fidelity Advisor I: Idx2055Investor 19.31 0.01 8.5 47.5 MIMun n 12.78 0.00 0.8 16.4 Canada 13.08 -0.10 13.2 35.3 Shares A 28.55 -0.04 14.0 21.7 DiscpEqA p 45.15 0.00 10.0 66.1
US SmCpVal 44.62 -0.09 29.8 32.3 KaufmnIS 7.50 0.07 1.5 64.2 BalancI 28.79 -0.02 8.4 56.6 Idx2020 Premier 17.01 0.02 4.0 NS MNMun n 12.12 0.00 0.1 14.7 FASeriesEqGroFd 17.71 0.02 9.8 103.6 FrankTemp/Temp A: DivGth A p 31.60 0.02 15.1 51.2
US TgdVal 30.29 0.00 28.8 36.3 KaufmnSCI 66.57 NA NA NA BiotechI 34.92 0.27 -4.1 52.1 Idx2025 Premier 19.10 0.02 4.7 NS MtgSec n 11.51 0.01 -0.5 13.6 HthCarZ 74.75 1.28 7.0 NS DvMk A p 27.52 0.18 8.3 40.6 EmrgMktEqAdv t 21.43 -0.04 5.6 33.9
USLCpGr 30.27 -0.05 9.4 70.2 CorpBondFdIS 9.76 0.00 -2.0 21.9 ConsvIncmMuni I 10.06 0.00 0.1 4.3 Idx2030 Premier 20.11 0.02 5.5 NS MuniInc n 13.68 0.01 1.4 18.2 IntMuni Z 10.89 0.00 0.6 NS Frgn A p 7.91 -0.03 10.8 5.9 EqInc t 22.39 0.09 13.0 40.7
USLgVa 44.19 0.03 18.2 30.9 FdShinToRetI 10.68 0.00 -0.2 11.8 DivIntl 31.08 0.05 4.9 39.2 Idx2035 Premier 22.31 0.02 7.3 NS NASDAQ nr 176.26 -0.44 8.9 101.5 STCrFd 10.18 0.00 0.0 11.5 GlBond A p 9.44 0.01 -2.1 -6.1 FltRateA t 8.40 -0.01 2.1 9.1
USLgVaIII 29.77 0.02 18.2 31.4 GovUltra 9.96 0.00 0.1 5.2 EqGrI 19.65 0.01 9.6 99.8 Idx2040 Premier 22.61 0.02 8.6 NS NewInsights Z 40.20 -0.19 8.9 60.7 Fiera Capital: GlSmCo A p 12.37 0.12 16.2 33.8 GrOppty t 59.66 0.05 7.7 113.2
USSmCpGr 26.88 0.19 17.3 54.3 KaufmnLCIS 37.24 0.28 4.5 75.2 FAEmgMktI 38.55 0.15 5.8 48.5 Idx2045 Premier 23.48 0.03 8.6 NS NewMill n 43.03 -0.13 17.6 43.3 EmgMkt Inst 61.81 0.28 2.3 23.9 Growth A p 25.52 -0.03 8.0 12.2 GrowAllA p 15.21 0.04 8.8 37.5
USSoCoreEq2 23.23 0.05 15.8 56.2 ShIntDurMuInst 10.37 0.00 0.1 6.7 FAInvGrdI 8.36 0.01 -2.2 20.1 Idx2050 Premier 23.52 0.03 8.6 NS NewMkt nr 14.58 0.01 -2.1 7.2 First Eagle Funds: World A p 15.45 -0.07 9.3 17.0 Hlthcare 43.17 0.80 5.4 64.8
M30 BARRON’S April 26, 2021

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
MidCap A p 37.58 0.37 10.7 60.5 MnStFndA 60.18 -0.08 12.8 60.1 MdCpIdxI 25.46 0.23 19.3 49.7 USRechEnhEq 35.82 -0.07 12.8 69.8 IncBldr 21.27 NA NA NA ValueC t 49.94 0.16 12.7 37.4 Genes n 78.38 0.19 11.4 64.5 Balanced 18.44 NA NA NA
Muti-AstIncGw 21.68 0.00 3.7 21.3 MnStOpA p 26.38 0.04 13.9 62.2 Science&TechI 45.27 -0.03 8.1 114.3 ValAdv 42.23 0.25 18.9 37.4 LgCpGrA p 12.80 NA NA NA MFS Funds Class I: GenesisFdR6 78.35 0.19 11.5 66.2 HighYield 5.55 0.00 2.4 23.0
ShtDur 10.07 0.00 0.2 10.9 MnStSmCpA p 31.64 0.28 15.0 43.5 TotalStkMktIdxI 29.33 -0.01 11.7 64.9 JPMorgan Inst Class: TxFrBdA 10.72 NA NA NA BondI 15.11 0.00 -3.3 23.8 New Covenant Funds: JennBlend 26.78 -0.08 11.1 61.0
TotRBdA p 10.92 0.00 -2.2 18.3 ModInvA 12.68 0.03 6.1 32.3 VolGrw1 12.91 0.02 7.3 18.1 ValAdv L 42.27 0.25 18.9 38.0 MainStay Fds I: ConAllI 18.26 0.05 3.3 31.9 Growth n 57.87 0.02 11.7 62.9 JennGrowth 61.38 -0.64 4.2 101.1
Hartford Funds C: MunInA 13.85 0.01 1.6 16.7 John Hancock Class 1: JPMorgan R Class: EpochGlb r 19.75 NA NA NA Growth I 175.18 -0.05 8.3 88.8 Nicholas Group: JennHealthSci 51.63 1.51 3.3 64.8
Bal IncC 15.90 0.03 3.9 27.6 QualityIncomeA 11.71 0.00 -0.7 13.3 BlueChipGrw 60.38 -0.12 7.8 77.1 CoreBond 12.01 0.02 -1.8 18.3 MacKaySTMuni 9.74 NA NA NA IntNwDI 39.56 0.20 4.4 23.3 Nch II I 35.48 0.44 12.4 62.9 JennMidCapGrowth 23.09 0.21 9.3 92.0
Hartford Funds I: RchHiYldMuniA 8.13 0.00 3.3 29.8 CapAppr 21.43 -0.22 4.3 102.9 CorePlusBd 8.55 0.01 -1.3 18.3 S&P500IdxA 53.42 NA NA NA MCapI 31.47 0.31 4.4 85.6 Nich n 84.91 0.27 10.1 70.3 JennSmallCompany p 27.45 0.13 18.0 62.4
BalIncI 16.16 0.02 4.2 31.5 RealEst p 20.84 0.35 15.4 34.7 LSAggr 17.93 0.02 11.6 48.5 HighYld r 7.26 -0.01 3.2 17.6 TRBd 11.19 NA NA NA MCpValI 31.01 0.21 18.3 43.5 Northern Funds: JennUtility 16.71 -0.01 5.1 46.0
CapAppI 47.48 0.00 9.9 63.2 RisingDivA 25.00 0.04 9.5 50.7 LSBalncd 16.33 0.01 6.9 36.9 LimDurBd 10.19 0.01 0.2 9.1 Mairs&Power: MIGI p 43.02 0.38 10.9 87.7 ActMIntlEq nr 13.35 0.00 9.3 28.3 NationalMuni 15.30 0.01 0.7 14.7
DivGthI 31.42 0.02 15.2 52.3 RochAMTFrMuni 7.94 0.01 2.0 26.9 LSConserv 13.78 0.02 1.6 22.1 MtgBckd 11.51 0.01 0.1 16.7 MairsPwrBal n 114.71 0.53 9.4 45.5 MITI 38.93 0.19 12.7 60.6 BdIdx n 10.84 0.00 -2.5 16.4 ShrtTermCorpBond 11.32 0.00 -0.3 13.2
EmrgMktEqInv r 21.48 -0.04 5.6 34.9 RochCAMuni 9.24 0.00 1.6 22.8 LSGwth 17.31 0.01 9.4 43.2 ShtDurBnd 11.16 0.00 0.3 11.5 MairsPwrGr n 155.91 1.15 14.6 68.5 ReInT t 24.46 0.06 6.6 32.3 EmMktsEqIdx nr 14.73 0.07 5.3 24.4 TotalReturnBond p 14.55 NA NA NA
EqIncI 22.24 0.09 13.1 41.8 RochLmtTrNYMuni p 3.07 0.00 0.9 18.8 LSModer 14.63 0.02 4.3 29.4 SmCpEqR5 78.33 0.97 13.1 54.2 Marsico Funds: RetBdI 11.29 0.00 -2.1 18.8 FixIn n 10.55 -0.01 -2.0 17.4 PGIM Funds Cl C:
FltRateI 8.37 -0.01 2.2 10.0 RochPAMuni 11.57 -0.03 1.7 26.7 MidCapStock 28.71 0.18 9.7 127.0 SmCpVal 33.93 0.00 25.9 36.8 Focus pn 27.63 -0.10 7.4 98.8 RschI 58.57 0.27 11.3 64.1 GlbREIdx nr 11.20 0.07 10.7 21.7 TotalReturnBond 14.54 NA NA NA
GrowOppI t 64.56 0.05 7.8 114.9 RoMu A p 17.50 -0.02 3.1 28.6 RetCho2015 11.77 0.02 0.4 19.2 USEqR5 21.37 0.06 12.2 76.3 Mass Mutual: TotRI 21.90 0.06 7.7 37.5 HiYFxInc n 6.82 -0.01 2.4 21.0 PGIM Funds Cl Z:
InterValue 15.81 -0.21 14.2 3.0 SenFltRtA 6.93 0.01 3.0 -2.0 RetCho2025 12.89 0.02 1.7 26.1 USRechEnhEq 35.77 -0.07 12.8 70.2 SelBluChipGroClI 32.44 -0.19 8.0 80.7 ValueI 50.83 0.18 13.1 41.6 HiYMuni n 9.06 0.01 2.3 17.8 GlobalRealEstate 25.21 0.26 11.4 33.5
IntlAlphaInv p 17.78 -0.04 8.0 47.9 ShortTerm p 8.66 0.00 0.3 9.8 RetCho2030 14.21 0.03 3.3 32.0 JPMorgan R5 Class: MassMutual Premier: MFS Funds Instl: IntlEqIdx nr 14.53 -0.01 7.9 21.6 HighYield 5.56 -0.01 2.5 23.7
MidCap 39.33 0.39 10.7 61.8 SmCpEq p 17.68 0.06 18.1 58.0 RetCho2035 15.18 0.02 5.5 37.1 SR2020 R5 18.99 0.03 3.0 25.6 CoreBdI 11.14 0.01 -1.0 20.0 IntlEq 32.48 0.05 6.0 34.9 IntTxExpt n 10.92 0.01 0.1 13.9 JennGrowth 67.93 -0.71 4.3 102.9
MunOpptI 9.13 0.00 1.0 16.2 SmCpGr 52.29 0.68 9.4 84.8 RetCho2040R4 15.65 0.02 6.7 39.7 SR2030 R5 21.87 0.06 5.8 33.8 MassMutual Select: Mondrian: MidCpIdx n 25.01 0.23 19.4 51.0 JennHealthSci 59.75 1.76 3.4 66.3
ShtDur 10.04 0.00 0.3 11.9 SmCpValA t 20.66 0.33 30.5 44.2 RetCho2045 16.05 0.02 7.4 41.5 SR2040 R5 25.64 0.06 9.3 42.0 BlackRockGlAllCi 13.16 NA NA NA IntlValEq n 14.87 -0.02 9.6 7.7 ShIntTaxFr n 10.47 0.00 0.1 9.8 JennMidCapGrowth 29.03 0.26 9.4 93.8
StrInc 9.28 0.00 -0.4 23.9 SP IncomeA 3.78 0.05 27.4 2.7 RetCho2050R4 14.37 0.02 7.6 42.2 SRIncome R5 17.87 0.03 3.0 24.7 BlChpGrR5 32.36 -0.19 8.0 80.2 Morgan Stanley Fds A: SmCapIdx n 17.64 0.07 15.3 50.4 JennSmallCompany 30.89 0.15 18.1 64.1
WorldBond 10.70 0.02 0.4 9.9 Tech p 73.20 -0.19 7.9 98.1 RetLiv2025 11.67 0.02 6.1 37.4 JPMorgan Select Cls: IdxEqI 20.71 -0.02 11.8 65.3 InsightA p 85.92 0.02 6.3 211.3 SmCpVal n 24.00 -0.03 21.6 26.6 TotalReturnBond 14.50 NA NA NA
Hartford Funds Y: Invesco Funds C: RetLiv2030 12.30 0.01 7.2 41.3 SmCpGrL 31.35 0.40 3.1 101.6 IndxEqR4 n 20.01 -0.02 11.6 62.8 Morgan Stanley Fds I: StkIdx n 46.79 -0.05 11.8 65.1 PIMCO Fds Admin:
DiscpEq 45.82 0.01 10.1 67.5 EqWtdC 74.30 0.38 16.1 51.3 RetLiv2035 13.04 0.02 8.7 44.7 MCGrEqIII 30.82 0.27 9.1 69.6 FxInOpp I 5.82 0.00 -0.6 14.2 TxExpt n 11.07 0.01 0.2 15.8 RealRetAd p 12.17 0.00 -0.2 19.7
DivGthY
GrwthOppY
32.53
71.41
0.01 15.1 52.5
0.07 7.8 115.2
RchHiYldMunC 8.09
TEHYC 10.33
0.00 3.0 27.2
0.01 3.1 16.7
RetLiv2040
RetLiv2045
13.43
13.32
0.02
0.02
9.7
10.5
48.0
49.9 L MCpGrEqIIS
PIMCITRetI
30.41
10.12
0.26
0.01
9.0
-1.9
69.1
19.6
Insight I 97.80
Morgan Stanley Inst:
0.03 6.4 213.9 Nuveen Cl A:
AAMunBd p 12.25 0.01 1.6 18.8
TotRtAd p
PIMCO Fds Instl:
10.32 0.01 -2.1 16.9

IntOppY 21.73 0.09 5.2 30.1 Invesco Funds Instl: John Hancock Funds A: Laudus Funds: Matthews Asian Funds: CapGrI 96.98 -0.66 6.0 172.3 CAMunBd p 11.70 0.01 0.6 15.8 AllAsset 13.05 NA NA NA
MidCapY 47.83 0.47 10.7 62.1 SmCpGr 62.33 0.81 9.6 86.9 BalA 25.68 -0.05 5.7 42.9 USLgCpGr nr 31.48 0.00 7.8 86.0 AsiaDivInv nr 22.41 NA NA NA CapGrP p 90.37 -0.62 5.9 170.3 HiYldMuBd p 18.10 0.01 4.2 22.8 AllAssetAuth r 8.68 NA NA NA
Hartford HLS Fds IA: Invesco Funds P: BondA p 16.34 0.01 -1.9 18.6 Lazard Instl: AsiaGroInv nr 38.84 NA NA NA CorPlusFxdIncI 11.49 0.02 -1.7 19.0 IntDMunBd p 9.63 0.00 0.6 14.7 CommodtyRR 6.80 NA NA NA
Balanced 34.60 0.09 9.6 43.9 Summit P pn 32.20 -0.04 9.3 99.3 DispVal 25.44 -0.03 18.3 31.5 EmgMktEq 19.31 0.05 7.0 4.4 Asian G&I Inv nr 18.57 NA NA NA Discovery I 44.66 0.33 3.3 258.4 LtdMnBd p 11.37 0.00 0.3 11.0 DivInc 11.16 NA NA NA
CapApp 56.69 0.07 9.3 60.7 Invesco Funds Y: DispValMdCp 26.36 0.07 18.2 37.0 GlbLstInfr 15.50 0.07 5.9 23.3 AsiaInnovInv n 26.66 NA NA NA DiscoveryA p p 34.20 0.26 3.2 255.5 Nuveen Cl I: EmMktsBd 10.51 -0.01 -2.3 16.8
DiscEqui 19.45 0.00 11.8 69.4 BalancedRiskAllY n 11.91 0.05 4.4 23.8 FunLgCpCorA p 68.57 -0.06 14.7 62.0 IntlEq 21.17 -0.05 5.7 20.6 ChinaInv n 28.02 NA NA NA GloFranI t 33.84 0.34 8.5 60.2 HYMunBd 18.10 0.01 4.3 23.5 EmrgMktCur&STInv 8.03 0.04 -1.4 1.5
Div&Grwth 25.62 0.01 15.5 52.9 DevMktY n 56.24 0.28 5.2 33.5 InvGrBdA 10.89 0.01 -2.1 17.3 IntStrtEq r 18.18 0.05 8.0 27.3 DLStrIncmR 27.98 NA NA NA InceptionP A p 24.18 0.49 29.4 322.1 Nuveen Cl R: ExtdDur 7.46 NA NA NA
IntlOpp 20.61 0.09 5.3 30.0 DiscovY n 143.37 1.32 10.2 106.9 IntlGrw 39.90 0.28 8.8 44.1 USEQ Concen Inst 21.01 0.21 16.4 56.2 IndiaInv nr 26.11 NA NA NA InceptionPort I 33.00 0.67 29.5 325.5 CAMunBd 11.71 0.00 0.7 16.4 GlblBdOppUSH 10.70 0.00 -0.1 14.2
MidCap 48.10 0.48 10.7 62.1 EqWtdY n 79.00 0.41 16.4 55.9 LifeAggr 18.02 0.02 11.5 46.9 Legg Mason A: JapanInv nr 24.33 NA NA NA IntlEqI 17.15 -0.02 5.9 23.3 IntDMunBd 9.66 0.00 0.7 15.3 HiYld 9.03 -0.02 0.8 19.9
SmCpGrwth 40.65 0.16 6.6 64.0 GlblOppY n 85.07 0.76 6.3 47.6 LifeBal 16.46 0.01 6.8 35.5 GrowFdClA 18.38 NA NA NA PacTigerInv nr 35.49 NA NA NA MorganStanleyPathway: HiYldMuniBd 9.80 0.01 2.4 22.4
LmtTrmR 11.33 0.00 0.4 11.8
Stock 104.21 0.33 9.1 59.4 GloblY n 124.52 0.45 7.2 55.6 LifeConsv 13.81 0.01 1.5 20.7 Legg Mason I: MergerFundThe pn: CoreFxIcm n 8.31 0.01 -2.4 18.6 IntlBdUnhedged r 10.44 0.07 -2.3 11.5
NYMunBd 11.35 0.01 1.4 15.8
TotRetBd 11.72 0.00 -2.2 19.5 IncomeY n 3.98 0.05 27.3 3.5 LifeGrw 17.39 0.01 9.3 41.6 IntlGrTrI 69.87 0.21 2.8 47.7 MergerFundThe pn 17.77 0.07 2.0 20.0 EmgMkt n 17.82 0.06 4.9 17.2 IntlBdUSH 10.91 0.00 -1.1 14.5
Nuveen Fds:
UltraShBd 10.09 0.00 0.0 5.7 IntGrowY n 49.92 0.13 6.5 34.8 LifeMod 14.72 0.01 4.2 28.0 OpporTrI 51.69 -0.45 18.2 102.9 Meridian Funds: LgCapEq n 25.75 -0.03 11.5 60.4 InvGrdCrBd 10.87 0.01 -2.7 20.3
RealEst 21.32 0.37 14.3 39.4
Heartland Funds: IntlBdY n 5.54 0.02 -4.4 6.0 StrIncA p 6.73 0.01 -0.2 15.2 Longleaf Partners: Growth n 55.03 0.51 14.6 64.1 Sm-MdCapEq nr 23.88 0.13 13.4 54.0 LgTmRlRt 7.45 0.04 -6.1 35.0
Val Inv n
Hennessy Funds:
49.57 NA NA NA IntlSmCoY n
RocMuniY n
57.15
17.51
0.18
-0.02
3.9
3.2
41.5
29.6
USGlobLdrs
John Hancock Instl:
68.37 0.22 8.8 96.7 Intl n
Partners n
18.97
26.01
-0.19 9.1 17.0
0.01 19.7 25.1
Value n
Metropolitan West:
49.48 0.26 18.7 61.1 Munder Funds:
MndrIntlSmCpInv r 17.81 NA NA NA
O LgTrmCrdtBd 12.61
LngDurTotRtrn 10.19
NA
0.04
NA
-7.1
NA
31.5
FocInv 72.49 0.36 17.8 54.7 Sel40Y n 5.48 0.07 23.1 -7.5 BalancedI 25.66 -0.04 5.8 44.3 Sm-Cap n 26.91 -0.06 12.8 30.9 HiYldBdI 10.63 0.00 0.8 26.0 Munder Funds Cl Y: Oak Associates Funds: LowDur 9.93 0.00 0.1 9.2
JapanInst 48.16 -0.30 -3.2 35.2 CoreBdY n 6.82 0.01 -1.6 20.1 DispValMCI 27.58 0.08 18.3 38.0 Loomis Sayles Fds: IntmBdI 10.78 0.00 -0.8 16.7 MndrSCVClY p 44.46 NA NA NA RedOakTec n 41.68 -0.49 10.9 79.6 LowDurInc r 8.69 NA NA NA
Homestead Funds: Ivy Funds: FunLgCpCorI 72.07 -0.06 14.8 63.2 LSBondI 13.50 0.03 0.2 11.0 LowDurBdI 8.90 0.00 0.2 10.1 Mutual Series: Oakmark Funds Invest: LTUSG 5.39 0.03 -9.9 25.3
ShtTmBd n 5.29 0.00 -0.4 10.7 AssetStrA p 25.42 0.05 6.2 35.9 IncomeI 6.71 0.00 -0.3 16.1 TotRetBd n 10.93 0.02 -1.9 18.8 BeacnZ n 18.64 0.01 13.1 34.3 ModDur 10.47 0.00 -1.0 15.9
LSBondR pn 13.42 0.03 0.0 10.1 EqtyInc nr 34.95 0.14 14.1 36.8
Value n 54.60 0.07 15.5 50.0 AssetStr I r 25.83 0.04 6.3 36.9 StratIncmOppI 11.39 0.00 0.9 15.6 TotRetBdI 10.92 0.01 -1.9 19.5 GlbDiscA 31.74 -0.22 12.9 18.3 MortgOppBd 10.98 0.00 1.0 13.6
LSCorBndA p 13.62 0.01 -2.2 18.0 GlbSel nr 24.24 -0.05 15.5 35.9
Hotchkis and Wiley: BalancedA p 28.24 0.01 8.2 46.0 USGlbLdrsGrwI 75.64 0.25 8.9 98.1 TRBdPlan 10.24 0.01 -2.0 19.8 GlbDiscz n 32.50 -0.22 13.0 19.2 MuniBd 10.50 0.01 1.1 18.4
LSFixIncl 13.27 0.02 0.5 17.3 Global n 36.72 -0.30 14.9 32.4
HiYldI 11.45 -0.01 3.0 13.2 CoreEqA t 19.04 0.04 12.5 66.8 JPMorgan A Class: UnconstrBdI 12.00 0.01 0.6 13.6 QuestA t 14.12 -0.09 7.9 7.8 RAEFndmtlAdvPLUS 9.35 NA NA NA
LSStrIncA p 14.10 0.02 1.1 10.4 Oakmark n 107.80 -0.08 19.6 47.9
EmgMktEqFdI 29.71 0.11 4.5 43.0 CoreBond 12.00 0.02 -1.9 16.8 MFS Funds Class A: QuestZ n 14.36 -0.09 7.9 8.5 RAEPLUS r 7.11 NA NA NA
SmCpGI 38.05 0.48 8.7 73.4 OakmrkInt n 29.24 -0.40 12.1 11.9
I HiIncA p
HiIncI r
7.26
7.26
0.01
0.01
5.1
5.2
18.3
19.1
CorePlusBd p
EmMktEq t
8.54
43.31
0.01
0.72
-1.5
1.4
17.0
54.4
Lord Abbett A: AgGrAlA p 30.68 0.19 9.5 50.8 SharesZ n 28.91 -0.04 14.1 22.6 Select n 58.02 0.12 20.7 30.1
RAEPlusEMG 10.73
RealRtnI 12.17
NA
0.00
NA
-0.1
NA
20.6
Affiltd p 17.23 0.08 13.4 32.1 BondA p 15.12 0.00 -3.4 22.9 Oberweis Funds:
ICM Small Company:
ICMSmCo 36.84 0.18 24.5 38.8
IntlCorEqI r
LgCpGwthA p 31.63
20.89 -0.05
0.14
11.2
9.3
15.6
87.5
EqInc p
EqIndx p
21.88
63.49
0.10
-0.07
13.4
11.7
43.2
63.5
BdDeb p 8.47 -0.01 1.8 20.3 CoEqyA
ConAllA p
45.52
18.07
0.11
0.05
11.5
3.1
66.6
30.9
N IntlOppInst 18.28 -0.22 7.8 64.2
RERRStg
ShortT
9.49
9.84
0.16
0.00
18.5
0.3
53.4
6.7
IFP US Equity Fund: CalibrDivGr 19.50 0.03 9.4 55.9 Old Westbury Fds:
LgCpGwthl r 33.94 0.16 9.4 89.3 GwthAdv p 32.93 0.08 9.2 111.5 Growth A p 162.91 -0.05 8.2 87.4 Nationwide Fds R6: ShtAssetInv 10.00 0.00 0.0 5.2
IFP US EquityFd 22.14 -0.17 13.2 73.5 CoreFxdInc p 11.10 0.01 -1.8 16.5 AlCpCore n 24.38 0.22 10.6 69.5
LtdTrmI r 11.06 0.00 0.0 10.6 Inv Bal p 16.89 0.03 5.8 34.2 GlEqA 58.09 0.43 10.1 48.5 IntIdxR6 9.18 0.00 8.0 21.6 StcksPLUSIntlHdg r 8.96 NA NA NA
INVESCO A Shares: InvCon p 13.79 0.02 3.2 25.8 DevGt p 32.46 0.45 6.2 129.1 FixInc pn 11.37 0.00 -1.5 13.4 StcksPLUSSmall 12.20 0.06 15.5 50.4
MidCapI 44.78 0.54 10.1 115.5 GlTotA p 19.73 0.05 5.1 27.7 MidCapIdxR6 20.43 0.18 19.4 50.4
AmValA 41.48 -0.10 18.9 24.7 InvG&I p 19.82 0.03 7.9 41.8 FloatRt p 8.37 -0.01 2.0 5.7 LrgCpStr n 18.61 0.02 8.6 43.0 StkPlsLgDur 8.75 NA NA NA
MdCpGwthA p 40.38 0.48 9.9 112.9 GrAllA p 25.92 0.13 7.5 45.1 Nationwide Fds Serv:
Invesco Fds Investor: InvGrwt p 24.84 0.03 10.5 49.6 FundlEq p 13.88 0.02 15.0 34.9 MuniBd pn 12.47 0.00 -0.4 11.6 StksPLS 12.86 -0.02 11.7 65.5
MuniHighIncA t 5.09 0.00 1.4 13.2 GvScA p 10.13 0.00 -2.0 13.2 IDAggr p 10.59 0.01 10.3 40.9
DivrsDiv n 22.19 0.10 11.8 33.0 LgCpGwth p 62.97 -0.04 6.8 115.8 HiYldA t 7.50 -0.02 2.6 17.7 OWstbryNYMuBndFdn 10.54 0.00 -0.2 NS StPlTRInst r 13.75 -0.01 12.1 66.2
ScTechA p 96.87 -0.70 8.4 104.4 HiInA p 3.44 -0.01 1.0 17.8 IDMod p 10.42 0.01 6.0 31.8
GlHltCr pn 46.87 1.02 4.0 60.5 MdCpGrw p 45.79 0.38 7.5 100.4 HYMuniBd p 12.85 0.01 3.1 21.9 Sm&MdCapStrategi n 19.92 0.17 8.1 42.6 TotRetESG 9.42 NA NA NA
ScTechI r 110.86 -0.80 8.5 105.6 IntGrA t 44.82 0.20 5.6 41.0 IDModAggr p 10.68 0.01 8.5 38.4
Tech n 72.93 -0.18 7.9 98.7 SmCapGrA t 23.33 0.10 9.4 68.0 MdCpVal p 43.47 0.28 20.9 35.8 IncomeA p 2.97 0.00 -1.0 19.7 Optimum Funds Inst: TotRt 10.32 0.01 -2.0 17.8
IntrTxFr 11.40 0.00 1.2 16.0 IntlDvFdA t 25.00 0.03 5.8 35.6 Natixis Funds: Fixed Inc 9.79 NA NA NA
Invesco Funds A: SmCapGrI r 33.58 0.15 9.5 70.0 ShrtDurBd p 11.14 0.00 0.2 10.3 InvGradeBdA p 11.46 -0.01 -1.0 19.5 TRII 9.62 NA NA NA
MidCapStk 34.94 0.43 20.4 30.3 IntlIntVA t 53.53 0.41 3.5 43.7 Intl Eqty 16.09 NA NA NA
500InxA p 44.61 -0.06 11.6 63.0 Sm Cap p 66.10 0.82 13.0 52.1 TrndsMgdFutStrgy 10.66 0.04 3.6 22.9
IntNwDA p 38.29 0.19 4.3 22.4 InvGradeBdY 11.46 -0.02 -1.1 20.3
ActiveAllA
AMTFrNY p
15.97
12.19
0.05
0.01
8.6
2.3
36.3
21.5
J SmCapGrw p 26.40
SR2020 p 18.88
0.34
0.03
3.0
2.9
99.2
24.6
MultiAstBalOppty 14.04
MultiAstInc 17.51
0.00
0.00
7.3
5.2
40.9
29.5 LtdMA p 6.09 0.00 0.0 10.7 LSGrowthY 25.08 -0.25 8.4 82.3
LgCpGrwth
LgCpVal
26.50
20.51
-0.02
0.03
7.2
14.7
78.2
38.7
PIMCO Funds:
IncomeFd 12.05 NA NA NA
ShDurTxFr 15.92 0.00 0.4 8.1 MCapA 29.43 0.28 4.4 84.2 USEqOppsA 42.59 -0.27 13.2 66.6 SmCpGrwth 21.59 0.13 11.2 100.7
BalancedRiskAllA 11.68 0.05 4.3 22.9 Janus Henderson: SR2030 p 21.73 0.06 5.8 32.6 StcksPLUSIntlHdg 8.86 NA NA NA
ShtDurIncmA p 4.21 0.00 0.8 11.0 MCpValA p 30.19 0.21 18.2 42.4 Neuberger Berman Fds: SmCpVal 16.72 0.10 23.9 32.8
CapApprA p 79.83 -0.05 8.8 89.0 Balanced C 42.70 -0.03 5.6 43.6 SR2040A p 25.47 0.06 9.3 40.7 TotRet 10.32 0.01 -2.2 15.7
TaxFr p 12.12 0.01 1.7 19.0 MIGA p 41.54 0.36 10.8 86.3 EmgMktInst 24.21 0.02 4.3 18.2 Osterweis Strat Income:
Chart 19.91 -0.03 12.7 48.9 Balanced S 43.19 -0.03 5.8 46.0 USEquity 21.24 0.06 12.1 74.3 PIMCO Funds A:
TotRet p 10.52 0.00 -1.5 16.1 MITA p 40.30 0.19 12.6 59.5 EqIncInst 14.61 0.02 10.6 30.8 OsterweisStrInc n 11.45 0.00 1.8 15.6
CmstA 28.75 -0.09 19.0 29.3 Balanced T n 43.28 -0.03 5.9 47.1 ValAdv t 42.01 0.25 18.8 36.3 AllAsset 13.05 NA NA NA
ValOpps p 22.74 0.24 18.6 50.4 ModAllA p 21.40 0.09 5.3 38.8 GenesInst 78.42 0.19 11.5 65.8
CoreBdA p 6.86 0.01 -1.9 19.0 Contrarian T n 30.21 0.17 12.7 88.5 JPMorgan C Class: HiYld 9.03 -0.02 0.7 18.7
CpBdA 7.77 0.00 -1.5 25.0 Enterprise Inst 103.49 0.70 9.9 67.3 InvBal p 16.57 0.03 5.7 32.0 Lord Abbett C:
BdDeb 8.49 -0.01 1.6 18.0
MuHiA
MuInA p
8.63
9.19
0.00
0.00
2.6
1.5
18.9
16.7
HiIncBdInst 8.77
IntrinsicValInst 23.21
-0.02
0.08
1.8
19.0
20.8
65.1
PQ HiYldMuniBd 9.80 0.01 2.3 21.3
DevMkt 43.88 0.01 2.2 31.0 Enterprise T n 171.63 1.16 10.1 67.5 InvConsvGr t 13.71 0.02 3.0 23.8 IncomeFd 12.05 NA NA NA
FloatRt p 8.38 -0.01 2.0 3.8 MuLtA 8.42 0.00 0.6 11.6 LCVal Inst 43.63 -0.30 20.0 74.5 PACE Funds Cl P:
DevMktA 57.08 0.28 5.1 32.5 FlxBnd T n 11.08 0.01 -2.3 19.8 JPMorgan Funds: IntlBdUSH 10.91 0.00 -1.3 13.1
ShtDurIncmC t 4.23 0.00 0.3 8.6 NewDA t 38.40 0.71 6.2 100.1 LgShInst 17.34 0.08 4.4 32.0 IntlEqty P 18.47 -0.07 7.9 21.8
DiscFdA p 120.76 1.10 10.1 105.4 Forty S 50.54 0.17 10.2 98.8 Fl EmMktEq L 44.74 0.74 1.5 56.0 InvstGrCrBd 10.87 0.01 -2.8 18.9
Lord Abbett F: ReInA p 23.58 0.06 6.6 31.4 MidCapGroR6 22.12 0.19 9.8 86.2 LgGrEqty P 29.02 -0.03 7.4 84.2
DisMdCpGrA 33.19 0.19 9.0 91.3 GlbEqIncA 7.01 -0.05 7.4 11.7 MdCpVal L 44.72 0.30 21.1 37.8 LowDurA 9.93 0.00 0.0 8.3
BdDeb 8.46 -0.01 1.9 20.8 RetBdA t 11.29 0.00 -2.1 18.3 StrIncInst 11.46 0.00 1.1 18.8 LgVEqty P 24.43 0.03 16.3 26.7
DivIncm p 25.56 0.04 11.9 30.6 GlbResch T nr 105.82 0.02 8.6 52.5 USEquity L 21.36 0.06 12.2 76.3 LowDurInc 8.69 NA NA NA
DevGt p 34.77 0.47 6.2 130.1 RschA p 56.88 0.26 11.2 62.9 SustainableEqIns 47.52 0.17 12.6 57.7 StraFxd P 14.07 -0.02 -2.1 19.5
DivrsDiv p 22.20 0.11 11.8 32.7 GblResh Inst 69.10 0.02 8.6 53.0 JPMorgan I Class: MuniBdA 10.50 0.01 1.0 17.3
FloatRt p 8.37 0.00 2.2 6.0 TechA p 69.75 -0.25 6.9 96.4 Neuberger Berman Inv: Pacific Life Funds:
EqIncA 12.13 0.00 11.0 33.0 GlbSel T n 19.38 0.03 10.6 43.9 CoreBond 11.99 0.02 -1.9 17.7 RealRtnA 12.17 0.00 -0.2 19.1
HiYld p 7.49 -0.02 2.6 18.0 TotRA p 21.90 0.06 7.6 36.4 Focus n 32.85 0.31 10.4 59.2 PortOptModAggClA p 16.01 NA NA NA
EqInvA 16.41 0.05 9.3 36.0 GlLifeSci T nr 71.67 1.40 0.9 62.9 CorePlusBd 8.54 0.01 -1.5 18.0 ShtTmA 9.84 0.00 0.2 5.9
HYMuniBd 12.86 0.01 3.1 22.2 UtilA p 23.94 -0.03 5.5 41.3 Genes n 78.46 0.19 11.5 64.9 PortOptModClA r 14.76 NA NA NA
EqWtdA p 78.11 0.41 16.3 54.7 GlTech T nr 58.57 -0.16 9.4 123.7 EmMktEq I 44.38 0.74 1.5 55.5 StksPLSTR 13.43 -0.02 12.0 64.1
GblAllocA 23.03 0.00 6.3 29.0 Grw&Inc T n 71.83 -0.06 11.5 53.9 IntrTxFr 11.40 0.01 1.2 16.3 ValueA p 50.52 0.17 13.0 40.5 Guard n 26.04 0.14 10.6 87.5 Palmer Square:
EqInc 22.30 0.11 13.5 44.3 TotRetA 10.32 0.01 -2.1 16.6
GblStrIncmA p 3.70 0.00 -1.9 8.0 MdCpVal T n 18.07 0.11 14.8 29.6 NatlTxF p 12.11 0.01 1.7 19.3 MFS Funds Class C: IntlEqInst r 16.05 0.03 7.7 31.8 Income Plus 10.06 NA NA NA
EqIndx 63.58 -0.07 11.7 64.7 PIMCO Funds C:
GlbOppA p 83.07 0.75 6.2 46.6 Resh T n 69.06 -0.21 7.6 83.5 GrAdv r 34.42 0.09 9.2 113.1 ShtDurIncm 4.21 0.00 0.8 11.3 GrAllC p 25.39 0.12 7.3 41.9 LCVal n 43.66 -0.29 20.0 73.6 Parnassus Fds: IncomeFd 12.05 NA NA NA
Glcoreeq p 16.21 0.06 11.0 31.9 SCVal T n 25.27 0.08 19.0 23.6 GvBd 10.99 0.01 -2.2 14.8 ShtDurTxF p 15.92 0.00 0.5 8.4 Growth C t 124.91 -0.05 8.0 83.2 MdCpGrInv n 21.87 0.19 9.7 84.6 ParnEqFd n 60.31 0.01 12.5 76.8 PIMCO Funds I2:
GlGr 37.44 -0.12 9.9 49.8 Venture T n 106.74 0.82 5.5 61.0 HighYld 7.25 -0.01 3.0 16.9 TotRet 10.52 0.00 -1.3 16.4 ModAllC p 20.95 0.08 5.1 35.7 Neuberger Berman Tr: Parnsus n 66.11 0.29 7.6 67.3 All Asset 13.08 NA NA NA
GlHltCr 46.86 1.02 4.0 60.5 Jensen I : IntmdTFBd 11.29 0.00 0.4 14.4 Lord Abbett I: Pax World Fds: CommdtyRR 6.77 NA NA NA
GrIncA 26.93 -0.04 17.0 30.0 Jensen I 60.23 0.52 9.0 68.3 InvConGw 13.89 0.03 3.3 26.8 BdDebentr 8.42 -0.01 1.8 21.1 SustAll Inv n 28.44 0.07 7.9 45.7 ComPLUSStrtgyFd 11.76 NA NA NA
GrowAlloc p 17.13 0.05 8.4 34.3 JensenQualGrJ n: LgCapVal 19.90 -0.09 20.0 46.4 DevlpGro 41.42 0.57 6.3 130.8 Paydenfunds: DivInc 11.16 NA NA NA
Hyld 3.98 -0.01 1.3 14.7 JensenQualGrJ n 60.25 0.52 8.9 67.1 LgCpGwth 64.28 -0.04 6.9 117.4 FloatRt 8.38 -0.01 2.2 6.4 NOTICE TO READERS: HiInc n 6.84 0.00 2.4 25.2 GNMAGvtSec 11.42 NA NA NA
HYMuA 10.36 0.00 3.2 19.3 John Hancock: MdCpGrw 55.43 0.47 7.6 102.3 HiYld 7.54 -0.01 2.8 18.5 Sign up for the Weekly Market Lab LowDur n 10.18 0.00 0.3 9.3 HiYldMuniBd 9.80 0.01 2.3 22.1
IntlBdA p 5.54 0.02 -4.5 5.2 500Index1 48.11 -0.06 11.7 64.2 MdCpVal 44.06 0.29 21.0 36.9 ShtDurInc p 4.20 0.00 0.6 11.4 LtdMat n 9.53 0.00 0.2 6.8 Income 12.05 NA NA NA
IntlDivA 23.55 0.04 5.1 33.1 BondI 16.35 0.02 -1.7 19.7 MidCapEq 62.97 0.45 14.0 67.8 LSVValEq : Newsletter: barrons.com/newsletters Pear Tree: IntlBdUSH 10.91 0.00 -1.2 14.1
IntlGrow 34.41 -0.18 6.3 32.7 BondR6 16.37 0.01 -1.7 20.0 MtgBckd 11.51 0.01 0.0 16.2 LSVValEq 31.03 -0.03 21.2 29.2 ForeignVal I r 25.00 -0.31 12.0 18.1 InvstGrCrBd 10.87 0.01 -2.7 19.9
IntlGrowA p 50.22 0.13 6.4 33.8 CapApprNAV 21.53 -0.22 4.3 103.1 ShtDurBnd 11.16 0.00 0.3 11.1 PearValR6 12.82 -0.15 12.1 18.5 LowDurInc 8.69 NA NA NA
IntlSmCoA 57.57 0.18 3.9 40.5 ClassicVal I 37.59 0.04 19.5 20.4 SmCap 78.05 0.96 13.0 53.3 M Please visit the new Market Lab home page PearValSCapInst 17.40 0.15 16.9 22.1 LwDur 9.93 0.00 0.0 8.9
IntTMIA p 11.55 0.01 1.4 14.3 DispVal I 24.55 -0.03 18.4 32.5 SmCapGrw 30.13 0.39 3.1 100.8 on barrons.com under Data. Perm Port Funds: RealRtn 12.17 0.00 -0.1 20.2
InvescoFd p 28.88 0.18 3.1 89.5 DispValMdCpR6 27.57 0.07 18.3 38.5 TxAwEq 45.73 0.08 12.4 74.7 MainStay Fds A: Permanent n 49.29 -0.17 7.3 40.4 ShtTm 9.84 0.00 0.3 6.4
InvGloblFdA 123.80 0.44 7.1 54.5 DispValR6 24.60 -0.03 18.4 32.9 USEquity 21.32 0.06 12.1 75.6 ConvtA 24.22 NA NA NA www.barrons.com/market-data/market-lab PGIM Funds Cl A: TotRt 10.32 0.01 -2.0 17.4
LmtdTrmMunInc p 11.57 0.00 0.5 9.9 IntlGrwI 40.04 0.29 9.0 45.4 USLgCpCorPls 26.96 0.04 12.3 70.7 HiYldBdA 5.65 NA NA NA 2020FcA 19.02 -0.22 8.6 67.6 PIMCO Funds Instl:
April 26, 2021 BARRON’S M31

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.
ComPLUSStrtgyFd 11.83 NA NA NA TotIndex n 46.88 -0.01 11.8 64.4 Oppty I nr 20.10 -0.04 26.9 65.6 SelEqtyI n 38.13 NA NA NA FocusA 55.24 -0.35 4.6 158.6 ITCorpIx n 25.34 0.09 -2.6 23.6 PrmcpCor n 33.63 -0.11 16.0 57.3 SmCoOppI 56.05 NA NA NA
DynamicBd 10.85 0.00 1.1 13.4 U.S.EqResch n 40.78 0.02 11.2 66.6 PAMut I nr 12.12 0.04 18.4 50.2 TotRetBondI n 10.16 NA NA NA Trust for Professional Ma: ITIGradeAdml n 10.10 0.02 -2.2 22.0 SelValu nr 31.48 0.05 21.2 38.7 VirtusFunds:
GNMAGvtSec 11.42 NA NA NA USLrgCpCore n 34.11 0.15 11.3 59.8 PremierI nr 15.40 -0.03 13.3 48.8 TCW Funds N: PerfTrstMuniInst 25.79 0.03 0.4 18.8 ITsryAdml n 11.43 0.01 -1.9 17.1 STAR n 32.97 0.03 6.1 48.8 CeredexLgCpVlEqI 15.32 0.01 13.5 43.0
IncomeFd 12.05 NA NA NA USTInter n 6.02 0.01 -2.6 16.2 SpecEqI nr 21.22 -0.05 16.5 34.9 TotRetBdN pn 10.48 NA NA NA PrfTrtStrtBd Ins 22.94 0.04 0.1 16.3 ITTresIdx n 22.87 0.03 -2.2 16.0 STFed n 10.95 0.01 0.0 10.7 CeredexMdCpVlEqI 14.44 0.14 16.7 40.9
InflRespMulAsset 9.26 NA NA NA VABond n 12.49 0.01 0.7 14.9 TotRet I nr 11.46 0.09 23.1 39.2 The Bruce Fund: Tweedy Browne Fds: LarCapAd n 98.58 -0.11 11.4 68.3 STIGrade n 10.96 0.01 -0.1 13.0 GvSecUltShtBdI 10.04 NA NA NA
RAEPLUSIntl 7.02 NA NA NA Value n 48.03 0.16 17.3 50.0 RS Funds: BruceFund n 684.30 -2.19 9.5 49.2 GblValue n 30.36 0.00 10.6 16.2 LTGradeAdml n 10.83 0.04 -6.9 30.1 STIPSixInv 25.91 0.01 1.5 11.9 InnGrSt I 64.93 -0.98 -2.6 190.5
RAEPLUSSml 10.99 NA NA NA Price Funds - Adv Cl: CoreEqVIP 50.42 NA NA NA Third Avenue: LTsryAdml n 12.17 0.06 -10.4 26.7 StratgcEq n 43.34 0.16 19.6 44.8 LowDurCrPlBd I 10.97 NA NA NA
Pioneer Funds A:
AMTFreeMuniA p p 15.61 -0.03 0.0 19.1
BlChip p
CapAppA p
174.47
36.58
-0.35
0.10
7.7
8.5
76.9
57.8
InvQBdVIP 12.93 NA NA NA ValueInst
Thompson IM Fds,Inc:
53.96 -0.47 25.5 19.0 U LTTresIdx n
MatIdx nr
28.69
92.38
0.16
0.30
-10.6
15.8
25.7
44.0
StrSmCpEqInv n 43.36
STTsry n 10.72
0.10
0.01
22.7
-0.1
40.5
9.6
VirtusFunds Cl A:
Russell Funds S: MidGrA 70.05 1.15 3.0 130.9
BondA 10.06 NA NA NA Growth p 103.30 0.20 9.5 82.3 EmerMkts 22.50 NA NA NA Bond n 10.99 0.02 3.6 8.3 Ultimus: MidCpAdml n 287.87 2.01 12.6 57.0 TgtRe2015 n 16.11 0.02 2.4 26.4 MulSStA p 4.77 NA NA NA
CoreEqA 25.21 0.05 11.8 59.1 MCapGro p 118.14 1.13 8.7 65.1 IntlDvMkt 42.78 NA NA NA Thornburg Fds: LyricalUSVlEqI 21.41 -0.15 21.0 33.5 MrgBkdIdx n 21.46 0.04 -0.5 12.7 TgtRe2020 n 35.65 0.04 4.0 31.6 SmCapSusA 54.35 0.71 4.4 102.5
DiscGrA 20.12 0.05 8.6 83.6 R2020A p 23.86 0.02 5.8 34.7 InvGrdBd 21.94 NA NA NA IncBuildA t 23.36 -0.12 10.5 23.8 UM Funds: MuHYAdml n 12.06 0.01 1.8 20.3 TgtRe2025 n 22.62 0.02 5.0 35.2 StratGrA p 27.53 -0.08 4.1 90.2
EqIncA 40.35 0.11 13.0 29.8 R2030A p 30.38 0.03 7.9 41.4 StratBd 11.00 NA NA NA IncBuildC p 23.33 -0.12 10.3 21.0 BehavVal 81.32 -0.23 26.5 37.7 MuIntAdml n 14.84 0.00 0.6 16.0 TgtRe2030 n 42.97 0.03 6.0 37.8 TactAllA p 13.40 NA NA NA
HighIncMuniA 7.46 NA NA NA R2035 23.00 0.03 9.0 44.5 TaxExBd 24.09 NA NA NA IntVal I 31.03 0.23 8.3 38.7 USAA Group: MuLTAdml n 12.24 0.01 0.9 19.5 TgtRe2035 n 26.98 0.02 7.0 40.3 VirtusFunds Cl I:
MdCapVa 27.80 0.27 18.7 28.3 R2040A p 33.09 0.05 9.9 47.2 TMUSMdSmCp 39.81 NA NA NA IntValA p 29.91 0.22 8.3 37.4 500Indx Reward n 56.33 NA NA NA MuLtdAdml n 11.26 0.00 0.4 10.1 TgtRe2040 n 47.79 0.04 8.0 42.6 EmMktI 13.82 -0.06 4.1 23.6
PioFdA 38.77 -0.06 12.3 77.9 Ret2045-A p 23.02 0.03 10.5 48.8 TxMngUSLgCp 62.00 NA NA NA LtdTIn 13.86 0.01 -0.9 14.1 CA Bd n 11.61 NA NA NA MuShtAdml n 15.95 0.00 0.3 6.2 TgtRe2045 n 30.71 0.02 8.9 45.3 ForOppI 33.86 0.13 4.6 39.8
SelMCGrA 58.78 0.06 8.1 81.3 Ret2050-A p 19.43 0.03 10.5 48.9 USSmCpEq 37.44 NA NA NA LtdTIncI 13.86 0.00 -0.9 15.1 CapGr n 12.96 NA NA NA NJLTAdml n 12.78 0.01 1.5 21.1 TgtRe2050 n 49.56 0.03 9.0 45.5 IntSmCapI 24.73 -0.19 5.7 46.0
StratIncA p p 11.33 NA NA NA Price Funds - R Cl: Rydex Dynamic Fds: LtdTMu I 14.63 0.00 0.2 9.5 CrnrsMod n 16.70 NA NA NA NYLTAdml n 12.23 0.01 1.0 18.3 TgtRe2060 n 47.53 0.03 9.0 45.4 MulSStI 4.78 NA NA NA
Pioneer Funds Y: BlChipR p 166.55 -0.34 7.6 75.5 NasdaqStratH p 379.87 -5.90 14.7 235.8 LtdTMuA 14.63 0.00 0.1 8.8 CrnstModAggr n 28.95 NA NA NA PacifAdml n 103.53 -0.58 5.5 24.1 TgtRet2055 n 53.80 0.03 9.0 45.5 QualitySmCapI 28.89 0.12 18.1 63.7
AMTFreeMuniY 15.55 -0.03 0.1 19.9 ExtIndex nr 41.84 0.25 12.7 67.3 Rydex Investor Class: Thrivent Funds A: ExtMktIn n 28.39 NA NA NA PALTAdml n 12.19 0.01 1.1 19.8 TgtRetInc n 15.19 0.02 2.0 25.2 SmCapSusI 55.95 0.74 4.5 104.1
BondY 9.97 NA NA NA GrowthR p 99.08 0.19 9.4 80.9 NasdaqInv n 67.51 -0.51 8.0 107.1 DivrIncPlus 7.92 0.01 3.2 20.6 Gr&Inc n 25.33 NA NA NA PrmcpAdml nr 174.86 -1.33 13.7 63.6 TotIntBdIxInv 11.43 0.01 -2.1 13.0 SmCpCorI 51.76 0.37 11.8 72.4
SelMCGrY 65.64 0.07 8.2 82.5 R2020R p 23.57 0.02 5.7 33.6 LgCpStk 30.23 0.01 10.9 38.4 Gr&TxStr n 24.96 NA NA NA RealEstatAdml n 138.54 2.38 15.8 48.6 USGro n 69.65 -0.29 6.1 113.5 Vivaldi Merger:
StratIncY p p
Price Funds:
11.33 NA NA NA R2030R p
R2040R p
30.05
32.78
0.03
0.04
7.8
9.8
40.4
46.1
S MidCapStk
MuniBd
33.25
11.64
0.39
0.00
16.3
0.7
56.1
14.9
Grwth n
HiIncm n
36.16
7.83
NA
NA
NA
NA
NA
NA
S&PSC600Idx
SmCapAdml n
408.51
106.83
0.68
0.72
21.0
14.9
46.9
55.8
WellsI n
Welltn n
28.99
47.43
0.07
0.11
3.0
7.6
30.3
42.7
Arbitrage Fund
Voya Fds:
11.24 0.00 3.7 21.4
2050RetFd n 19.67 0.03 10.6 50.0 Ret2025-R p 20.28 0.02 6.7 37.1 Schwab Funds: SmCapStk p 27.06 0.24 19.6 62.9 Inco n 13.58 NA NA NA SmGthAdml n 101.12 0.81 7.6 75.7 Wndsr n 24.78 0.07 17.0 42.3 GNMA A 8.52 0.00 -0.1 11.7
Balnanced n 29.06 0.02 6.9 39.7 Ret2035-R 22.67 0.02 8.8 43.4 1000 Inv nr 93.08 -0.03 11.4 67.1 Thrivent Funds S: IncStk n 19.47 NA NA NA STBondAdml n 10.79 0.01 -0.3 11.9 WndsrII n 45.06 0.07 16.4 58.8 GrOppI 59.70 0.00 6.2 78.5
BdEnhIdx nr 11.41 0.01 -2.2 17.6 Ret2050-R 19.21 0.02 10.5 47.9 Balanced n 18.54 NA NA NA LgCpVal n 27.26 0.04 17.5 40.0 Intl n 28.48 NA NA NA STCorpIx n 22.49 0.03 -0.2 14.2 VANGUARD INDEX FDS: InmdBdI 10.34 0.01 -2.0 18.8
BlChip n 178.40 -0.35 7.8 78.3 PRIMECAP Odyssey Fds: CoreEq n 26.92 -0.09 11.5 46.2 MidCapStk n 38.35 0.45 16.4 57.3 IntmTerm n 13.95 NA NA NA STFedAdml n 10.95 0.01 0.0 11.0 500 386.11 -0.45 11.8 65.0 TRPGrEqI 117.54 0.24 9.6 83.5
CA Bond n 11.97 0.01 1.2 15.6 AggGrowth nr 58.84 0.36 9.6 49.3 DivEqSel n 16.15 0.00 15.7 22.6 OppIncmPl n 10.17 0.00 0.2 12.5 LgTerm n 13.87 NA NA NA STIGradeAdml n 10.96 0.01 -0.1 13.3 EmgMktInstPl 111.92 1.14 6.3 26.1
Communica&Tech n
DivGro n
192.52
66.21
-0.59
0.52
6.7
10.6
106.4
62.2
Growth nr
Stock nr
48.45
41.00
0.04 14.2 48.4
-0.13 16.7 50.7
FunIntlLgInst nr 10.27
FunUSLgInst nr 21.59
-0.09
-0.02
11.8
18.0
17.0
54.9
TIAA-CREF/Instl Cl:
CoreBond Inst 10.74 0.01 -1.8 17.8
Nasdaq100 n
ntTerBd n
38.01
10.87
NA
NA
NA
NA
NA
NA
STIPSIxAdm n
STsryAdml n
25.94
10.72
0.00
0.01
1.5
-0.1
12.1
10.0
ExtndIstPl
FTAIWdInPl
346.31
131.13
2.04
0.07
12.9
7.8
70.2
25.3 WXYZ
DvsfMCGr n 49.28 0.48 7.0 82.9 Principal Investors: HlthCare n 28.16 0.41 8.0 49.4 CorePlsBd 10.91 0.01 -1.5 18.4 PrecMM n 21.10 NA NA NA STTresIdx n 20.52 0.00 0.0 8.7 Growth 142.07 -0.28 9.0 98.3 Wasatch:
EmgMktB n 11.28 0.02 -1.3 8.5 CapApprA p 61.12 0.02 10.3 65.7 InflProSel n 12.25 0.02 -0.4 19.6 TIAA-CREF/Retail Cl: S&PIdx n 56.30 NA NA NA TotBdAdml n 11.25 0.02 -2.6 16.8 IdxIntl 20.91 0.02 8.0 24.3 CoreGr n 103.21 0.90 12.8 88.3
EmMktS n 56.25 -0.06 2.7 28.8 ConBalA p 13.55 0.02 4.9 27.7 IntI Sel nr 23.74 -0.03 8.0 22.1 EqIdx n 31.68 -0.01 11.8 65.3 SciTech n 36.18 NA NA NA TotIntBdIdxAdm n 22.85 0.01 -2.1 13.1 ITTresIdx Inst 28.38 0.04 -2.2 16.0 MicCap n 13.44 0.09 13.2 154.4
EqInc n 36.45 -0.04 17.1 37.5 EqIncIA p 39.55 0.05 11.8 46.0 IntlMstr nr 29.91 0.01 7.2 33.4 Gro&Inc n 26.07 -0.01 11.2 57.4 ShtT n 10.67 NA NA NA TotIntlAdmIdx nr 34.97 0.03 8.0 24.4 LTTresIdx Inst 36.42 0.21 -10.6 25.8 SmCapGr n 62.72 0.30 10.3 128.7
EqIndex n 110.48 -0.13 11.7 64.8 FlIncA p 13.27 0.03 3.0 22.5 MT AllEq n 22.11 NA NA NA LrgCpGro n 24.85 -0.05 9.6 93.9 ShtTBdA n 9.34 NA NA NA TotStAdml n 105.71 0.01 11.9 66.9 MdCpGrAdml n 98.37 1.01 7.9 79.8 SmCapV n 10.80 -0.01 18.9 50.6
Europe n 26.77 0.18 9.2 32.7 HiYld IN 9.42 -0.01 1.7 16.0 MT Bal n 20.46 NA NA NA MgdAlloc n 14.41 0.01 5.6 35.7 SmCpStk n 21.26 NA NA NA TxMBal nr 40.13 0.01 5.9 39.9 MdCpVlAdml n 72.25 0.27 17.8 35.5 UltraGr n 51.83 0.44 9.6 160.8
FinSvcs n 33.51 0.17 24.6 49.0 InfPro IN 9.41 0.00 -0.5 18.1 MT Gro n 26.09 NA NA NA SocChEq n 24.40 0.01 12.4 65.1 TarRet2030 n 13.82 NA NA NA TxMCapAdml n 220.29 -0.12 11.8 67.8 MidCp n 63.46 0.44 12.6 56.5 WCM:
GlbGr n 46.04 0.14 8.4 83.4 LgCpStA p 24.09 -0.03 11.6 63.5 S&P Sel n 64.19 -0.07 11.8 65.6 TIAA/CREF Funds: TarRet2040 n 14.04 NA NA NA TxMIn r 16.45 -0.04 8.5 24.3 RUSS2000IdxInst 348.38 1.43 15.3 51.8 FcusEmgMk Inst 20.14 0.08 1.6 63.1
GlbStk n 71.14 0.39 8.1 102.3 LgIndxI 24.09 -0.02 11.7 64.9 SmCp Sel nr 39.33 0.16 15.3 51.7 BdIdxInst 11.24 0.01 -2.4 16.5 TarRet2050 n 14.52 NA NA NA TxMSC nr 89.70 0.15 21.0 46.8 SmCap 106.80 0.72 14.9 55.3 FocInterGrFdInv 26.21 0.38 6.5 74.3
GlbTech n 29.71 0.14 8.7 123.1 LgIndxJ tn 23.81 -0.02 11.7 63.9 SmCpEqSel nr 22.57 0.06 21.0 31.8 EqIdxInst 31.11 0.00 11.9 66.7 TarRetIncm n 12.04 NA NA NA USGroAdml n 180.44 -0.76 6.2 114.2 SmValAdml n 73.70 0.42 21.2 38.8 IntlSmCpGrthFd I 28.89 -0.03 7.2 105.3
GMS-fd n 11.87 0.00 0.1 20.3 LT2020 In 15.15 0.02 4.7 31.9 Trgt2030 nr 17.90 NA NA NA EqIdxRet 31.57 -0.01 11.8 65.4 VA Bd n 11.69 NA NA NA UtilIxAd nr 73.11 -0.66 6.9 43.1 TotBd 11.25 0.02 -2.6 16.5 WCM Focus Funds:
GNMA n 9.38 0.01 -0.6 11.2 LT2020J tn 15.05 0.01 4.6 31.3 Trgt2040 nr 19.27 NA NA NA Gr&IncInst 18.33 0.00 11.3 58.8 ValueFd n 17.96 NA NA NA ValAdml n 52.78 -0.01 14.3 40.1 TotBd2 11.10 0.02 -2.6 16.3 WCMFocIntlGrwIns 26.39 0.38 6.6 75.5
Growth n 106.21 0.21 9.6 83.8 LT2030In 16.70 0.02 6.9 38.6 Gr&IncRet 18.73 0.00 11.2 57.6 WldGr n 30.24 NA NA NA WdsrllAdml n 79.96 0.12 16.4 59.2 TotIntlInstIdx r 139.85 0.13 8.0 24.6 Weitz Funds:
TSM Sel nr 74.42 0.01 12.0 66.4
HelSci n 103.93 2.13 5.1 74.9 LT2030J tn 16.64 0.02 6.9 37.9 HgYldInst 9.59 -0.01 1.5 17.7 WellsIAdml n 70.22 0.16 3.0 30.6 TotItlInstPlId r 139.89 0.13 8.0 24.6 PIIIOpp 17.01 -0.01 10.0 50.0
TxFrBd n 12.20 0.00 0.5 14.3
HiYield n
InstEmMEq
6.66
51.06
-0.01
-0.06
1.8
2.4
18.8
28.9
LT2040I
LT2040J tn
18.33
18.14
0.03
0.03
8.8
8.7
44.1
43.4
USSmCoIdx nr 18.32 0.03 21.6 43.8
InflLkdBdInst 12.34
IntlEqIdxInst 22.89
-0.01
-0.02
0.8
8.0
16.4
22.3
V WelltnAdml n
WndsrAdml n
81.91
83.57
0.20
0.22
7.6
17.0
43.1
42.8
TotSt
VANGUARD INSTL FDS:
105.68 0.01 11.9 66.4 ShtDurIncInst 12.42 0.01 0.9 10.6
Segall Bryant & Hami: ValueInv n 57.50 0.23 13.7 68.4
InstFLRfd r 9.76 0.00 2.0 12.3 LT2050I 18.93 0.03 9.9 46.7 IntlEqIdxRet 23.42 -0.03 7.9 21.3 VALIC: VANGUARD FDS: BalInst 46.66 0.04 6.0 46.7
PlusBd n 10.98 0.02 -1.8 18.1 Wells Fargo Adv Admi:
InstFRF n 9.75 -0.01 1.9 11.9 MdGrIII Inst 16.47 0.15 7.3 81.4 IntlEqInst 14.07 -0.05 7.2 16.0 CoreBd 11.97 0.01 -1.7 18.5 CAIT n 12.32 0.01 0.3 14.8 DevMktsIndInst 16.47 -0.04 8.5 24.3
SEI Portfolios: Growth 55.25 0.21 5.7 101.8
InstHiYld 8.84 -0.01 1.8 19.2 MidCpBldA 38.42 0.24 9.5 72.2 LC2020Ret 14.67 0.01 4.3 29.8 CoreVal 12.88 0.00 14.6 33.9 CALT n 12.80 0.00 0.6 18.1 DevMktsInxInst 25.75 -0.06 8.6 24.4
CoreFxIn F 11.46 0.00 -2.5 18.4 Wells Fargo Adv Cl A:
LgCapGow I 68.03 0.20 11.1 93.7 PreSecI 10.51 0.02 1.4 20.3 LC2025Ret 15.51 0.01 5.2 32.5 FrgnVal 11.08 -0.03 9.3 9.9 CapOp nr 86.75 0.04 12.8 66.7 EmMkInst r 33.65 0.35 6.3 26.0
EMktDbt F 10.23 NA NA NA GlobEq 10.82 0.04 10.0 24.1 AstAllA p p 16.60 NA NA NA
InstLCCoreGr 70.34 -0.14 7.9 79.0 PtrLGI In 22.24 0.12 8.9 92.8 LC2030Ret 16.22 0.00 6.1 35.2 DivdGro n 35.98 0.11 8.9 59.1 EuroInst 35.49 0.04 10.1 22.3
HiYld F 6.98 NA NA NA HighYdBd 7.97 0.00 1.5 21.2 CmStkA p p 24.47 -0.01 13.4 48.5
LgCpVal 27.56 0.04 16.7 40.1 PtrLV In 19.79 -0.03 14.5 41.7 LC2035Ret 17.12 0.01 7.1 37.8 DivrEq n 51.83 0.01 11.9 75.3 ExDurTrsInst 39.17 0.28 -14.4 32.3
IntlEmg F 15.13 NA NA NA InflPro 11.82 0.00 -1.0 15.4 DivCapBldr 12.67 0.03 6.3 41.0
InstSmCap 34.52 0.22 12.7 77.2 RealEstSecI 29.69 0.53 14.1 49.0 LC2040Inst 12.40 0.00 8.2 41.4 EmgMktSelStk n 28.66 0.29 8.2 32.7 ExtndInst 140.33 0.83 12.9 70.1
IntlEq F 13.61 NA NA NA IntlEq 8.23 0.00 8.0 20.4 IdxAstAllA 42.81 -0.02 6.0 44.4
IntDis n 99.29 0.29 9.4 51.7 SAMBalA p 18.18 0.04 7.3 35.1 LC2040Ret 17.87 0.01 8.2 40.3 Energy nr 34.87 -0.44 11.4 -31.5 FTAlWldIst r 123.83 0.07 7.8 25.2
IntMuni F 12.25 0.00 0.8 15.4 IntlGro 18.64 0.26 8.3 72.6 OmegaGwth 78.26 0.19 6.3 96.4
IntEqIdx nr 16.40 -0.02 7.9 21.2 SAMGrA p 21.03 0.05 9.5 41.6 LC2045Ret 15.27 0.00 9.2 43.0 EqInc n 42.59 0.01 13.2 40.4 FTScinst 29.26 -0.01 10.9 75.6
LgCapGr F 49.58 NA NA NA IntlSmCpEq 24.84 0.02 5.2 22.9 OpptyA 55.22 0.40 11.0 61.6
IntlStk n 22.30 -0.08 6.0 33.3 StrGrw A p 23.09 0.05 10.8 47.4 LCIdx2010Inst 18.05 0.01 3.1 30.4 Explr n 144.81 1.02 12.5 78.3 GrwthInst 142.05 -0.27 9.0 99.1
LgCVal F 26.83 NA NA NA LgCpGro 21.17 0.18 10.7 86.1 PremLgCoGrthA 18.46 0.07 9.4 92.3
Japan n 19.67 -0.31 -2.3 41.3 ProFunds Inv Class: LCIdx2020Inst 20.60 0.01 4.1 34.3 EXPValFd n 46.10 0.31 22.9 37.5 InPrSeIn 11.47 0.02 -0.4 19.6
MgdVol F 17.71 NA NA NA MidCpIdx 31.38 0.28 19.4 50.1 SpecTech 19.91 0.00 4.8 115.8
MCapVal n 35.02 0.14 18.4 36.8 UltNASDAQ-100 n 85.28 NA NA NA LCIdx2025Inst 22.25 0.01 5.0 37.3 FTAlWldInAdml n 39.06 0.02 7.7 25.1 InstIdx 365.37 -0.41 11.8 65.6
S&P500 F 88.51 NA NA NA MidCpVal 22.09 0.10 19.4 36.9 SpSmCpValA p p 43.64 0.00 23.0 36.4
MCEqGr 78.92 0.78 8.9 67.8 Putnam Funds: LCIdx2035Inst 25.63 0.01 6.9 43.1 GlbCapCyl Inv nr 10.85 -0.01 13.6 16.6 InstPlus 365.38 -0.41 11.8 65.7
MD Bond n 11.16 0.01 1.3 14.8 ShtGov F 10.53 0.00 -0.1 8.2 LCIdx2040Inst 27.03 0.02 7.9 45.9 SciTech 40.47 -0.10 7.9 115.5 GlbEq n 41.65 -0.01 10.2 56.2 StrMunA 9.32 0.00 0.6 10.6
GrOpp R6 59.66 -0.07 7.4 99.9 InstTStIdx 82.56 0.01 12.0 67.0
MidCap n 123.02 1.19 8.8 66.5 TaxMgdLC F 33.89 NA NA NA LCIdx2045Inst 27.79 0.01 9.0 48.8 SmCpIdx 23.49 0.09 15.2 49.8 GloMinVolFdAdm n 29.00 0.05 6.1 23.2 InstTStPlus 82.54 0.01 12.0 67.0 Wells Fargo Adv Inst:
Putnam Funds Class A:
N Asia n 26.90 0.32 7.1 51.5 TaxMgdSmMdCp F 27.99 NA NA NA LifeStkIdx 37.07 -0.01 11.9 66.5 SocResp 25.62 0.00 12.4 62.4 GNMA n 10.70 0.02 -0.2 12.6 ITBdInst 12.10 0.02 -3.0 20.9 CoreBd 13.09 0.01 -2.4 17.8
CATx p 8.36 0.00 1.1 17.4
N Inc n 9.71 0.01 -1.7 15.4 Selected Funds: LrgCpGrIdxInst 53.48 -0.10 8.4 96.3 StckIdx 52.29 -0.06 11.7 64.1 GroInc n 64.51 -0.16 12.3 62.6 ITBdInstPI 12.10 0.02 -3.0 21.0 Growth 62.31 0.24 5.7 103.1
ConvSec 33.95 0.15 5.2 79.5
NAmer n 75.88 0.59 11.0 106.5 AmShD n 48.42 -0.22 19.6 51.7 LrgCpGrIdxRet 53.86 -0.10 8.3 94.9 StraBd 11.84 0.00 -0.2 18.4 HlthCare nr 222.01 3.64 4.5 48.7 LaCapInst 405.72 -0.45 11.4 68.4 MdCpVal 50.65 0.63 17.1 44.3
DvrIn p 6.76 -0.02 0.1 7.9
New Era n 37.39 -0.11 14.5 8.2 AmShS pn 48.27 -0.22 19.5 50.2 LrgCpGrInst 24.94 -0.06 9.6 95.6 ValUltra 22.60 -0.01 7.1 87.7 HYCor nr 5.96 0.01 1.0 20.4 LTBdInst 15.16 0.05 -7.8 29.4 ShDurGovBdI 9.80 0.00 0.0 9.0
DynAABalA 17.59 -0.03 6.4 31.4
NHoriz n 86.91 1.20 5.6 122.3 Sequoia: LrgCpVl IdxInst 23.50 0.01 15.1 39.6 Value Line Funds: InflaPro n 14.35 0.03 -0.4 19.1 LTBdInstPl 15.16 0.05 -7.8 29.4 UlStInc 8.61 0.00 0.2 8.3
DynAAGthA 20.55 -0.03 8.8 35.9
OverS SF nr 13.25 -0.01 10.0 23.7 EqIn p 30.01 -0.16 14.3 44.1 SequoiaFd n 191.63 -0.24 13.0 71.1 LrgCpVl IdxRet 23.94 0.02 15.1 38.6 AstAlcClInv n 45.30 0.28 2.8 48.8 IntlExplr n 22.28 0.05 9.2 16.3 MidCpInst 63.59 0.44 12.6 57.1 UlStMuInc 9.62 0.00 0.3 4.7
QMUSSmCpGrEq n 51.87 0.15 8.7 61.3 GeorgePutBal 23.72 -0.02 5.9 47.8 Sit Funds: LrgCpVl Inst 21.64 -0.04 15.7 33.7 CapAppreClInv n 13.77 -0.05 6.7 67.9 IntlGr n 53.34 0.51 5.9 88.5 MidCpIstPl 313.63 2.19 12.6 57.1 Western Asset:
SpectConsAllo n 22.38 0.02 4.4 29.5 GlblEqty p 20.81 0.03 9.1 30.7 MinnTxF n 10.77 0.00 1.0 13.3 MdCpGrInst 29.51 0.15 6.9 85.9 Van Eck Funds: IntlVal n 43.70 -0.28 8.6 21.5 RealEstaInstl 21.44 0.37 15.8 48.7 CoreBondA 13.19 NA NA NA
SpectModerAllo n 28.24 0.03 6.6 37.5 GlbHlthCare p 62.62 1.08 5.1 56.6 SmeadFds: MdCpVl Inst 20.01 0.04 18.7 23.1 EmgMktsY 21.81 NA NA NA INSTTRF2015 25.16 0.03 2.4 26.7 Rs1000GrwIdxInst 515.95 -0.93 8.4 96.3 CoreBondI 13.19 NA NA NA
SpectModerGwAllo n 44.39 0.05 8.8 44.6 GrOpp p 56.09 -0.08 7.2 97.7 SmeadValueInstl 61.66 -0.78 22.1 53.5 MdCpVlRet 19.86 0.04 18.6 22.2 VANGUARD ADMIRAL: INSTTRF2020 27.30 0.03 4.0 31.8 Rs1000Vl IdxInst 268.61 0.20 15.2 39.5 CoreBondIS 13.21 NA NA NA
R2005 n 14.63 0.02 4.3 29.6 HiYld A p 5.93 -0.02 1.6 17.9 SoundShoreInv n: QuantSmCpEqInst 22.30 0.08 20.2 46.6 400MCpIdxInst 369.70 3.32 19.4 51.4 INSTTRF2025 28.83 0.03 5.0 35.5 Russ1000IdxInst 378.11 -0.21 11.7 68.0 CorePlusBdA 12.07 NA NA NA
R2010 n 19.21 0.01 4.7 31.4 Incm p 7.03 -0.02 -2.2 17.8 SoundShoreInv n 49.07 0.29 16.0 36.0 RealSecInst 20.18 0.35 14.6 57.5 500Adml n 386.10 -0.44 11.8 65.5 INSTTRF2030 29.82 0.03 6.0 38.0 Russ2000GrIxInst 427.47 3.61 7.8 62.9 CorePlusBdI 12.09 NA NA NA
R2015 n 15.75 0.02 5.3 33.3 IntlEq p 28.78 -0.13 8.0 20.6 Sprott Funds Trust: S&P500IdxInst 46.08 -0.05 11.8 65.4 BalAdml n 46.65 0.04 6.0 46.7 INSTTRF2035 30.74 0.03 7.0 40.4 Russ3000Idx 375.64 -0.09 11.9 66.6 CorePlusBdIS 12.08 NA NA NA
R2020 n 24.10 0.03 5.9 35.6 NYTx p 8.91 0.01 1.1 15.1 GoldEq Inv p/r tn 51.58 -0.36 -5.9 44.4 S&P500IdxRet 45.74 -0.06 11.7 64.2 CAITAdml n 12.32 0.01 0.3 15.0 INSTTRF2040 31.69 0.02 8.0 42.7 SmCapInst 106.83 0.72 14.9 55.9 IntermedBdI 11.16 0.01 -1.5 16.3
R2025 n 20.70 0.02 6.9 39.1 ShtDurBd 10.26 0.00 0.4 9.5 SSgA Funds: ShTrmBdInst 10.48 0.00 0.1 9.8 CALTAdml n 12.80 0.00 0.7 18.4 INSTTRF2045 32.56 0.02 8.9 45.3 SmCapIstPl 308.34 2.08 14.9 55.9 IntermTermMuniA 6.59 0.00 1.5 13.8
R2030 n 30.72 0.03 8.0 42.5 SmCapGr p 74.19 0.54 8.1 101.7 SP500 n 264.75 -0.30 11.8 65.4 SmCpBl IdxInst 28.08 0.11 15.3 51.8 CapOpAdml nr 200.31 0.09 12.8 67.0 INSTTRF2050 32.69 0.02 9.1 45.6 SmGthInst 80.98 0.65 7.6 75.8 IntermTermMuniI 6.59 0.00 1.7 14.4
R2035 n 23.16 0.03 9.0 45.6 StDurInc 10.08 0.00 0.0 5.5 State Farm Associate: SmCpBl IdxRet 28.19 0.11 15.2 50.7 CoDilxAd n 161.61 -1.32 13.5 102.2 INSTTRF2055 32.77 0.01 9.1 45.6 SmValInst 41.20 0.24 21.2 38.8 ManagedMuniA 16.79 0.01 1.8 15.7
R2040 n 33.46 0.05 10.0 48.3 SustainLdrsFd p 125.85 0.30 11.8 85.3 Balan n 90.24 0.12 8.1 48.4 SocChEqInst 27.70 0.02 12.6 66.5 CoStIxAd nr 89.66 -0.25 5.0 50.4 INSTTRF2060 32.87 0.01 9.1 45.7 STBdIdxInstPl 10.79 0.01 -0.3 11.9 ManagedMuniI 16.82 0.02 2.0 16.4
RealEst n 18.60 0.33 17.4 26.9 TFHY 13.20 0.01 2.8 19.3 Gwth n 112.66 0.45 11.4 62.1 SocChEqRet 28.15 0.02 12.4 65.3 DivAppIdxAdm n 41.59 0.06 8.9 59.6 INSTTRFINC 24.75 0.02 2.0 25.4 STBDInst 10.79 0.01 -0.3 11.9 ShortTermBdIS 3.94 0.00 0.1 11.0
Ret2025A p 20.56 0.03 6.8 38.2 TxEx p 8.90 0.01 1.2 16.8 Muni n 8.98 0.00 0.1 14.7 Tortoise Capital: EMAdmr n 44.25 0.45 6.3 25.8 ITIGrade n 10.10 0.02 -2.2 21.6 STCorpIxInst p 27.54 0.04 -0.1 14.3 SMAShCrPlCp n 9.15 0.03 -2.4 16.5
Ret2045 n 23.23 0.04 10.6 50.0 MtgSec p 12.39 -0.03 0.9 12.9 State Street Institu: TorMLPPipInsCl 10.19 0.08 22.5 -9.4 EnergyAd nr 32.87 -0.61 28.0 -27.1 ITTsry n 11.43 0.01 -1.9 16.7 STIGradeInst 10.96 0.01 -0.1 13.4 SmashSerC n 9.71 0.00 0.0 16.3
Ret2045R 22.69 0.03 10.4 47.7 Putnam Funds Class Y: SmCapEq (ICL) 22.75 0.06 17.2 51.8 Touchstone Family Fd: EnergyAdml nr 65.42 -0.82 11.4 -31.4 LifeCon n 23.19 0.02 2.6 29.3 STIPSIxins 25.96 0.00 1.5 12.2 SmashSerM n 10.87 NA NA NA
Ret2055 n 20.15 0.03 10.6 49.9 EqInc 30.02 -0.15 14.4 45.2 US Eq (ICL) 16.72 0.01 11.9 74.6 FlexIncY 11.29 0.02 1.2 18.4 EqIncAdml n 89.26 0.02 13.3 40.8 LifeGro n 43.36 0.02 7.8 42.4 STTresIdx 25.78 0.00 0.0 8.8 TotalRetUnconI 10.62 NA NA NA
RetBal Inc n 16.47 0.01 4.6 30.1 GrOpp Y 59.17 -0.08 7.3 99.2 State Street V.I.S.: FocEqY 61.81 -0.03 15.0 68.9 EuropeAdml n 83.24 0.12 10.2 22.2 LifeInc n 17.25 0.02 0.0 22.4 TotBdInst 11.25 0.02 -2.5 16.9 Westwood:
SciTec n 62.26 -0.07 13.0 111.3 Incm 7.17 -0.01 -2.1 18.7 TR V.I.S. Cl 1 17.91 0.02 7.7 25.2 LagCapFoc A p 56.93 0.01 13.7 76.1 ExplrAdml n 134.75 0.95 12.6 78.9 LifeMod n 33.28 0.03 5.2 35.8 TotBdInst2 11.10 0.02 -2.6 16.6 IncomeOppI 13.81 -0.01 6.0 33.4
Sht-Bd n 4.84 0.00 0.2 11.1 ShtDurBd 10.28 0.00 0.6 10.4 TR V.I.S. Cl 3 17.83 0.01 7.6 24.2 MdCpGrwY 42.73 0.36 6.8 76.8 ExtndAdml n 140.34 0.83 12.9 70.1 LTIGrade n 10.83 0.04 -6.9 29.7 TotBdInstPl 11.25 0.02 -2.5 16.9 SmallCapI 21.63 0.16 22.5 32.8
SmCap n 61.25 0.09 16.0 45.2 StDurInc 10.09 -0.01 0.0 5.8 Sterling Capital Fds: MdCpY 48.56 -0.09 9.7 61.3 FinIxdAd nr 44.06 0.09 21.3 34.5 LTTsry n 12.17 0.06 -10.5 26.3 TotIntBdIdxInst 34.29 0.01 -2.1 13.2 Wilmington Funds:
SmCapStk n 71.96 0.47 12.6 76.3 SmCap 85.51 0.11 22.5 37.0 SandsCapGrY 21.43 -0.05 5.3 123.6 GNMAAdml n 10.70 0.02 -0.2 12.9 MATxEx n 11.45 0.01 0.8 19.3 TotStInst 105.73 0.01 12.0 66.9 BroadMktBdInst 10.10 0.01 -2.3 16.3
SpecGr n
SpecInc n
27.09
13.09
0.06
0.01
11.7
1.5
50.4
18.0
R TotRetBdI 11.04 0.00 -2.0 19.1 SmCoA p
Tr for Credit Unions:
6.70 0.03 18.6 51.2 GroIncAdml n 105.31
GrwthAdml n 142.04
-0.27
-0.27
12.4
9.0
63.1
99.0
MgdPayFdInv n
MidCpGro pn
18.41
36.29
0.04
0.18
7.4
8.2
25.3
74.3
TtlWrldIxInst p 207.71
TxMCaInst r 109.45
0.06
-0.06
10.1
11.8
46.4
67.9
Intl Inst
LgCpStrInst
10.57
30.09
NA NA NA
-0.02 11.7 66.9
SpecIntl n
SuMuInc n
17.08
12.49
0.00
0.01
7.4
1.4
28.9
16.1
RBB Fund:
BPSmVal2Inst 32.04 0.14 23.2 34.5
T UltShtDur TCU 9.44
Transamerica A:
0.00 0.2 5.6 HltClxAd nr 120.94
HlthCareAdml nr 93.62
2.03
1.54
8.4
4.5
63.1
49.0
MuHY n
MuInt n
12.06
14.84
0.01
0.00
1.8
0.5
20.1
15.7
TxMSCInst r
ValueInst
89.91
52.78
0.16
0.00
21.0
14.3
46.9
40.1
Wm Blair Funds Cl I:
IntlGthI r 41.86 0.33 5.6 48.0
SuMuInt n 12.40 0.00 0.7 14.4 RBC Funds: TCU ShtDur : AsAlCnsrv p 11.83 0.00 2.7 25.6 HYCorAdml nr 5.96 0.01 1.0 20.8 MuLong n 12.24 0.01 0.9 19.2 Victory Funds: SmMidI r 38.82 0.17 10.5 74.4
TaxEfEqty nr 55.20 0.17 8.5 89.1 AccCpCommInvI 9.02 0.00 -0.3 12.2 TCU ShtDur 9.83 0.00 -0.6 9.7 AsAIGrow p 15.84 -0.01 10.2 40.4 InfProAd n 28.17 0.05 -0.3 19.5 MuLtd n 11.26 0.00 0.4 9.8 EstValA 48.96 NA NA NA Wm Blair Funds Inst:
TF Incom n 12.51 0.00 2.6 17.1 RiverNorth Funds: TCW Funds: AsAlMod p 12.83 0.00 4.6 29.3 InfTechIdx n 197.11 -0.83 9.0 131.1 MuSht n 15.95 0.00 0.2 5.9 EstValI 49.00 NA NA NA IntlGth 21.53 0.17 5.7 49.4
TF Incom n 10.47 0.01 1.1 15.8 RNDLIncomeI 10.49 NA NA NA CoreFxInc n 11.58 NA NA NA AsAlModGr p 14.04 0.00 7.1 34.7 IntlGrAdml n 169.73 1.65 5.9 89.2 OHLTte n 13.24 0.00 0.7 19.7 EstValR p 48.21 NA NA NA Wm Blair Funds R6:
TFSI n 5.74 0.00 0.2 9.2 Royce Funds: EmMktInc n 8.21 NA NA NA Balanced 33.82 -0.04 6.5 45.5 ITBondAdml n 12.10 0.02 -3.0 20.9 Primcp nr 168.72 -1.28 13.6 63.3 SmCap Grwth p 96.97 NA NA NA EmgMktGth 19.65 0.11 4.3 50.3
M32 BARRON’S April 26, 2021

Weekly Closed-End Funds Data provided by

52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, April 23, 2021 Swiss Helvetia (SWZ) ..................... N 10.69 9.25 – 13.5 34.5
General Equity Funds Asset Reflux: The Biden administration plan to hike capital gains taxes may have Templeton Dragon (TDF) ................
Templeton Em Mkt (EMF) ...............
N 25.88 23.28 – 10.0
N 21.72 19.77 – 9.0
66.9
72.4
Adams Diversified Equity (ADX) ...... N 22.26 19.12 – 14.1 46.4
Boulder Growth & Income (BIF)-a .... N 15.44 13.14 – 14.9 44.9 caused minor indigestion for the Herzfeld Average and the Dow, with the indices United Corps Ltd (UNC)-cy ............... T 175.40 108.50 – 38.1 24.5
Central Secs (CET)-c ........................ A 46.27 38.96 – 15.8 49.1 Wells Fargo Gl Div Oppty (EOD) ....... N 5.99 5.47 – 8.7 53.1
CohenStrsCEOppFd (FOF) .............. N 13.79 13.93 + 1.0 52.3 slipping 0.9% and 0.7%, respectively, for the week ended Thursday. U.S. Mortgage Bond Funds
Eagle Capital Growth (GRF)-c ........... A NA 8.70 NA 48.1 BlckRk Income (BKT) ...................... N 6.11 6.10 – 0.2 6.7
EVTxAdvDivIncm (EVT)-a ................ N 27.65 27.01 – 2.3 62.5 64800 Net Asset Value First Trust Mtge Inc (FMY) .............. N 14.22 13.61 – 4.3 5.3
Equus II (EQS) ................................ N NA 1.92 NA 88.0 68200 Invesco HI 2023 Tgt Term (IHIT) ..... N 9.23 9.44 + 2.3 6.4
Foxby Corp. (FXBY) ........................ O 4.43 NA NA NA Invesco HI 2024 Tgt Term (IHTA) .... N 9.71 9.67 – 0.4 5.7
GabelliDiv&IncTr (GDV) ................. N 28.12 25.10 – 10.7 67.3 Nuveen Mortgage and Inc (JLS) ...... N 22.53 20.96 – 7.0 4.2
Gabelli Equity Tr (GAB)-h ................. N 6.66 7.13 + 7.1 84.1 57800 61900 Nuveen Multi-Market Inc (JMM)-c ... N 7.81 7.26 – 7.0 4.3
GeneralAmer (GAM) ....................... N 49.06 42.01 – 14.4 55.5 Vertical Capital Income (VCIF)-a ....... N NA 10.49 NA 5.4
JHancockTaxAdvDiv (HTD) ............ N 24.87 24.19 – 2.7 38.1 55600 Western Asset Mtg Oppty (DMO)-a .. N NA 14.74 NA 9.9
Liberty All-Star Equity (USA)-a ......... N 7.91 8.17 + 3.3 73.8 12 mos
Liberty All-Star Growth (ASG)-ag ...... N 8.43 9.01 + 6.9 91.5 50800 49300 Stock Market Prem Yield
NuvTaxAdvTRStrat (JTA) ............... N 12.29 11.03 – 10.3 54.9 Fund Name (Symbol) Exch NAV Price /Disc 3/31/21
Royce Micro-Cap Tr (RMT) ............. N 13.66 11.88 – 13.0 108.5 *Herzfeld 43000
Royce Value Trust (RVT) ................. N 21.36 18.89 – 11.6 90.8 3Q 4Q 1Q 2Q Investment Grade Bond Funds
Source Capital (SOR) ...................... N 49.01 44.51 – 9.2 49.9 Closed-End 43800 Angel Oak Dynmc FS I Trm (DYFN) .. N NA 19.33 NA NS
Special Opportunities (SPE)-a .......... N NA 15.11 NA 64.4 Average % Disc/Prem From Net Asset Value Angel Oak FS Inc Trm (FINS) ........... N NA 18.01 NA 7.1
Sprott Focus Trust (FUND) .............. O 9.22 8.16 – 11.5 61.9 -2 BlRck Core Bond (BHK) .................. N 15.93 15.92 – 0.1 5.3
Tri-Continental (TY) ........................ N 37.34 33.71 – 9.7 58.0 BR Credit Alloc Inc (BTZ) ................. N 15.35 14.73 – 4.0 6.8
Specialized Equity Funds
36800 BR Enhcd Govt (EGF) ...................... N 13.02 12.78 – 1.8 3.8
Aberdeen Glb Prem Prop (AWP)-a .... N 6.53 6.22 – 4.7 61.2 -4 Insight Select Income (INSI) ........... N 21.40 20.35 – 4.9 3.8
Aberdeen Std Gl Infra I (ASGI)-a ....... N 22.86 20.25 – 11.4 NS InvescoBond (VBF) ......................... N 20.78 19.61 – 5.6 3.5
Adams Natural Resources (PEO) .... N 16.80 14.58 – 13.2 58.1 29800 -6 J Han Income (JHS) ........................ N 15.98 15.53 – 2.8 5.4
ASA Gold & Prec Met Ltd (ASA) ....... N 25.69 22.25 – 13.4 57.9 MFS Govt Mkts (MGF) .................... N 4.52 4.35 – 3.8 7.8
BR Enh C&I (CII) ............................. N 20.98 20.24 – 3.5 56.9 -8 MFS Intmdt (MIN) .......................... N 3.80 3.69 – 2.9 9.0
BlackRock Energy & Res (BGR) ...... N 9.11 8.43 – 7.5 27.8 Dow Industrials Western Asset Inf-Lk Inc (WIA)-a ..... N NA 12.99 NA 5.9
BlackRock Eq Enh Div (BDJ) ........... N 10.31 9.80 – 4.9 51.8 22800 -10 Western Asset Inf-Lk O&I (WIW)-a ..
WA Investment Grade Inc (PAI)-a .....
N
N
NA
NA
12.50
15.12
NA
NA
3.1
3.8
BlackRock Enh Glbl Div (BOE) ......... N 13.05 12.04 – 7.7 46.1 3Q 20 4Q 20 1Q 21 2Q 21 3Q 20 4Q 20 1Q 21 2Q 21
BlackRock Enh Intl Div (BGY) .......... N 6.77 6.24 – 7.8 39.2 WesternAssetPremBd (WEA)-a ....... N NA 14.11 NA 5.6
BlackRock Hlth Sci Tr II (BMEZ) ...... N 29.59 27.37 – 7.5 47.9 Westn Asst IG Def Opp Tr (IGI)-a ...... N NA 22.00 NA 3.8
BlackRock Hlth Sciences (BME) ...... N 47.04 48.25 + 2.6 25.9
The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in Loan Participation Funds
BlackRock Innov and Grow (BIGZ) .. N 20.26 22.78 + 12.4 NS American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. Apollo Senior Floating (AFT) ........... N NA 15.34 NA 6.4
BlackRock Res & Comm (BCX) ....... N 9.41 9.10 – 3.3 75.3 305-271-1900/www.herzfeld.com BR Debt Strategy (DSU) .................. N 11.65 11.03 – 5.3 7.3
BlackRock Sci&Tech Tr II (BSTZ) .... N 40.35 38.65 – 4.2 114.6 BR F/R Inc Str (FRA) ....................... N 13.95 12.94 – 7.2 6.9
BlackRock Sci&Tech Trust (BST) .... N 53.75 58.30 + 8.5 91.9 BlackRock Floatng Rt Inc (BGT) ...... N 13.54 12.53 – 7.5 6.9
52 Week 52 Week Blackstone Lng-Sh Cr Inc (BGX)-a .... N 15.36 14.25 – 7.2 7.9
BlackRock Utl Inf & Pwr (BUI) ......... N 25.18 25.84 + 2.6 51.2
CBRE ClrnGlbRlEst (IGR)-a .............. A 8.99 8.08 – 10.1 63.7 Stock Market Prem Market Stock Market Prem Market Blackstone Sr Fl Rt Tm (BSL)-a ........ N 16.33 15.83 – 3.1 6.6
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 19.30 NA 95.9 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return Blackstone Strat Cr (BGB)-a ............. N 14.57 13.44 – 7.8 7.7
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 21.13 NA 101.9 Nuv Dow 30 Dyn Overwrite (DIAX) .. N 17.83 16.69 – 6.4 38.0 Ellsworth G&I Fund Ltd (ECF) .......... A 14.88 14.11 – 5.2 60.8 BNY Mellon Alct GCI 2024 (DCF) ..... N NA 9.32 NA 6.4
ClearBridge MLP & Midstm (CEM) .. N NA 24.77 NA 82.4 NuvCorEqAlpha (JCE) ..................... N 16.63 15.96 – 4.0 46.7 Gabelli Conv Sec (GCV) ................... N 6.85 6.45 – 5.8 50.6 Eagle Point Credit (ECC) .................. N NA 12.28 NA 8.0
Cntr Cst Brkfld MLP&EI (CEN) ......... N 15.43 11.82 – 23.4 13.4 NuveenDiversDiv&Inc (JDD) .......... N 11.09 9.94 – 10.4 49.3 HiIncBd (PCF)-a ............................... N 9.20 9.25 + 0.5 35.4 Eagle Point Income (EIC) ................ N NA 15.60 NA 6.3
ChnStrInfr (UTF) ............................. N 26.67 28.97 + 8.6 51.2 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 28.03 28.10 + 0.2 41.1 VAGI Conv & Inc II (NCZ) ................ N 5.71 5.12 – 10.3 70.1 Eaton Vance F-R 2022 TT (EFL) ....... N 9.30 9.40 + 1.1 4.6
COHEN & STEERS MLP INC&E (MIE) N 3.56 3.36 – 5.6 80.7 Nuv Real Est (JRS) .......................... A 11.05 10.23 – 7.4 62.4 VAGI Conv & Inc (NCV) ................... N 6.37 5.84 – 8.3 71.8 EtnVncFltRteInc (EFT)-a .................. N 14.51 14.10 – 2.8 5.2
Cohen&SteersQualInc (RQI) ........... N 15.26 14.96 – 2.0 71.5 Nuveen Rl Asst Inc & Gro (JRI) ........ N 16.72 15.41 – 7.8 56.2 VAGI Con & Inc 2024 (CBH) ............ N 10.55 10.48 – 0.7 40.6 EtnVncFltRteIncPlus (EFF)-a ............ N 16.52 16.41 – 0.7 4.5
Cohen&Steers TotRet (RFI) ............ N 14.53 15.55 + 7.0 53.7 NuvS&P500DynOvFd (SPXX) ......... N NA 17.15 NA 48.8 VAGI Dvs Inc & Conv (ACV) ............. N 36.10 33.80 – 6.4 82.9 EV SenFlRtTr (EFR)-a ....................... N 14.30 13.99 – 2.2 5.6
CohenStrsREITPrefInc (RNP) ......... N 25.92 25.30 – 2.4 58.7 NuvSP500BuyIncFd (BXMX) .......... N 14.59 13.96 – 4.3 40.9 VAGI Eqty & Conv Inc (NIE) ............. N 32.46 29.38 – 9.5 52.8 EVSnrIncm (EVF) ........................... N 6.86 6.68 – 2.6 5.8
Columbia Sel Prm Tech Gr (STK) ..... N 32.51 33.38 + 2.7 88.8 PIMGlbStkPI (PGP) ........................ N NA 10.92 NA 52.8 World Equity Funds First Eagle Senior Loan (FSLF) ........ N 15.83 14.55 – 8.1 6.5
CushingMLPTotRet (SRV)-d ............ N 33.74 25.31 – 25.0 39.2 ReavesUtilityIncome (UTG)-a .......... A 34.28 34.78 + 1.5 28.1 AbrdnAusEq (IAF) ........................... A 6.37 6.23 – 2.2 79.5 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.70 12.13 – 4.5 9.9
Cushing NextGen Inf Inc (SZC) ........ N 54.40 44.10 – 18.9 73.7 RMR Mortgage Trust (RMRM) ........ A NA 12.59 NA 25.2 Aberdeen Emg Mkts Eq Inc (AEF) .... A 10.04 8.64 – 13.9 65.0 FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 9.63 9.40 – 2.4 2.2
DNP Select Income (DNP) .............. N 9.76 10.20 + 4.5 4.6 Salient Midstream & MLP (SMM) ... N NA 5.18 NA 41.6 Aberdeen Glbl Dyn Div (AGD)-a ........ N 12.94 11.59 – 10.4 58.5 Highland Income (HFRO)-a .............. N 13.40 11.50 – 14.2 8.3
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 14.31 14.22 – 0.6 58.3 Tortoise Energy Ind (NDP) .............. N 21.33 17.45 – 18.2 52.5 Aberdeen Japan Equity (JEQ) .......... N 10.56 9.25 – 12.4 46.0 InvDYCrOpp (VTA) ......................... N 12.13 11.53 – 4.9 7.9
Duff&Ph Sel MLP&MS Engy (DSE) . N 7.97 7.54 – 5.4 63.9 Tortoise Enrgy Infra Crp (TYG) ........ N 32.86 25.58 – 22.2 85.7 Aberdeen Tot Dyn Div (AOD)-a ......... N 11.03 9.78 – 11.3 52.7 InvSnrIncTr (VVR) .......................... N 4.59 4.24 – 7.6 6.1
EtnVncEqtyInc (EOI)-a ..................... N 18.23 17.65 – 3.2 45.6 Tortoise Ess Asst Inc Tm (TEAF)-a .... N 16.85 14.71 – 12.7 50.6 BlackRock Capital Alloc (BCAT) ...... N 21.52 21.54 + 0.1 NS Nuveen Credit Strat Inc (JQC) ......... N 6.99 6.61 – 5.4 14.7
EtnVncEqtyIncoII (EOS)-a ................ N 22.58 22.75 + 0.8 58.3 Tortoise Midstream Enrgy (NTG) .... N 34.72 26.99 – 22.3 93.8 Calamos GloDynInc (CHW) ............. N 10.05 10.36 + 3.1 81.7 NuvFloatRateIncFd (JFR) ................ N 10.31 9.58 – 7.1 6.2
EVRskMnDvsEqInc (ETJ)-a ............. N 10.36 10.92 + 5.4 32.7 Tortoise Pipelne & Enrgy (TTP) ....... N 26.54 20.60 – 22.4 52.7 Cdn Genl Inv (CGI)-y ........................ T 54.94 37.45 – 31.8 73.7 NuvFloatRteIncOppty (JRO) ........... N 10.22 9.47 – 7.3 6.1
ETnVncTxMgdBuyWrtInc (ETB)-a .... N 15.48 16.23 + 4.8 37.7 Tortoise Pwr & Engy Infr (TPZ)-a ...... N 15.07 12.21 – 19.0 48.2 Central and Eastern Euro (CEE) ....... N 28.99 24.52 – 15.4 38.2 Nuveen Senior Income (NSL) .......... N 6.06 5.56 – 8.3 6.7
EtnVncTxMgdBuyWrtOpp (ETV)-a ... N 15.31 16.02 + 4.6 33.9 VAGIAI & Tech Opptys (AIO) ........... N 29.35 27.68 – 5.7 76.3 China (CHN) ................................... N 33.17 29.95 – 9.7 63.3 Nuveen Sht Dur Crdt Opp (JSD) ...... N 15.46 14.19 – 8.2 6.4
EvTxMnDvsEqInc (ETY)-a ................ N 13.56 13.18 – 2.8 42.4 VDivInt&PremStr (NFJ) .................. N 16.33 14.56 – 10.8 51.3 Delaware Enh Gl Div & In (DEX)-a ..... N 11.13 9.99 – 10.2 38.6 PionrFltRate Tr (PHD) ..................... N NA 11.08 NA 6.4
EtnVncTxMgdGlbB (ETW)-a ............ N 10.79 10.57 – 2.0 47.5 Wells Fargo Ut & Hi Inc (ERH) ......... A 13.09 13.54 + 3.4 24.9 EV TxAdvGlbDivInc (ETG)-a ............. N 21.52 19.96 – 7.2 68.7 High Yield Bond Funds
EVTxMnGblDvEqInc (EXG)-a ........... N 10.05 9.55 – 5.0 58.7 Income & Preferred Stock Funds EtnVncTxAdvOpp (ETO)-a ................ N 29.60 28.56 – 3.5 56.3 Aberdeen Inc Credit Str (ACP)-a ....... N 11.60 12.39 + 6.8 11.2
First Trust Energy Inc G (FEN)-a ....... A 13.97 13.73 – 1.7 38.3 CalamosStratTot (CSQ) .................. N 17.42 18.22 + 4.6 82.0 Economic Inv Tr (N/A)-cy ................. T 180.18 117.00 – 35.1 29.0 AllianceBernGlHiIncm (AWF) .......... N 12.92 12.02 – 7.0 6.6
First Tr Enhanced Eq (FFA) .............. N 20.14 19.47 – 3.3 57.8 CohenStrsLtdDurPref&Inc (LDP) ... N 26.05 26.81 + 2.9 26.8 European Equity Fund Inc (EEA) ...... N 12.81 11.54 – 9.9 61.4 Barings Glb SD HY Bd (BGH)-a ......... N 17.55 16.17 – 7.9 7.8
First Tr Specialty Fn (FGB) ............... N 4.28 4.12 – 3.7 62.7 CohenStrsSelPref&Income (PSF) ... N 26.83 29.78 + 11.0 28.3 FirstTrAbEmergOp (FEO) ................ N 15.86 14.56 – 8.2 53.9 BR Corporate HY (HYT) .................. N 12.06 11.87 – 1.6 7.9
FirstTrEnergyInfra (FIF) .................. N 14.43 12.61 – 12.6 32.0 CohenStrsTaxAvPreSecs&I (PTA) .. N 25.86 25.24 – 2.4 NS FirstTr Dyn Euro Eq Inc (FDEU) ....... N 14.78 13.03 – 11.8 47.0 BlackRock Ltd Dur Inc (BLW) .......... N 17.04 16.83 – 1.2 7.0
FirstTrMLPEner&Inc (FEI) .............. N 8.04 7.21 – 10.3 41.8 Del Div & Inc (DDF)-a ....................... N 10.72 10.66 – 0.6 32.4 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 17.59 15.12 – 14.0 102.9 BNY Mellon Hi Yield Str (DHF) ......... N 3.31 3.11 – 6.0 8.3
Gab Gl Util & Inc (GLU)-h ................. A 21.48 20.24 – 5.8 44.8 Dividend and Income (DNI) ............. N 19.21 14.13 – 26.4 73.3 Gabelli Multimedia (GGT)-h ............. N 9.33 10.11 + 8.4 93.2 Brookfield Real Asst Inc (RA) .......... N 20.27 22.04 + 8.7 11.5
Gabelli Healthcare (GRX)-h .............. N 15.05 13.11 – 12.9 43.2 FirstTrIntDurPref&Inc (FPF) ........... N 24.63 24.31 – 1.3 29.6 GDL Fund (GDL) ............................. N 10.83 8.95 – 17.4 19.6 CrSuisHighYld (DHY) ..................... A NA 2.42 NA 8.1
Gab Utility (GUT)-h .......................... N 4.52 6.95 + 53.8 16.2 Gabelli Go Anywhere Tr (GGO) ........ N 16.78 NA NA NA Herzfeld Caribb (CUBA) .................. O 7.28 6.25 – 14.1 87.1 CSAM Income Fd (CIK) ................... A NA 3.42 NA 7.9
GAMCOGlGold&NatRes (GGN) ....... A 4.08 3.64 – 10.8 20.3 JHanPrefInc (HPI) .......................... N 20.46 20.59 + 0.6 28.8 Highland Global Alloc (HGLB)-a ....... N 11.13 8.51 – 23.5 106.0 DoubleLine Inc Sol (DSL) ................ N NA 18.00 NA 9.1
GAMCO NR GLD & INC TR (GNT) .... N 6.14 5.28 – 14.0 22.0 JHPrefIncII (HPF) ........................... N 20.18 21.03 + 4.2 37.4 India Fund (IFN) .............................. N 22.18 20.64 – 6.9 64.7 DoubleLine Yld Opps (DLY) ............ N 20.32 19.56 – 3.7 7.3
J Han Finl Opptys (BTO) .................. N 37.29 38.65 + 3.6 117.4 HnckJPfdInco III (HPS) .................. N 18.03 18.28 + 1.4 35.9 J Han Hdgd Ety & Inc (HEQ) ............ N 13.45 12.36 – 8.1 30.6 EV2021TgtTm (EHT) ...................... N 9.86 9.84 – 0.2 3.4
Macquarie/FirstTr Gl (MFD) ............ N 10.32 9.70 – 6.0 38.1 J Han Prm (PDT) ............................. N 14.75 15.75 + 6.8 34.4 JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.74 6.34 – 5.9 36.5 First Tr Hi Inc Lng/Shrt (FSD) .......... N 16.48 15.32 – 7.0 8.7
Madison CovCall & Eq Str (MCN) .... N 7.69 7.88 + 2.5 63.1 LMP CapInco (SCD) ........................ N NA 13.29 NA 59.4 Japan Smaller Cap (JOF) ................. N NA 9.41 NA 40.2 First Trust HY Opp:2027 (FTHY) ...... N 21.21 20.05 – 5.5 NS
Neuberger Brmn MLP & EI (NML) ... N 5.62 4.39 – 21.9 84.7 Nuveen Pref & I 2022 Trm (JPT) ...... N 24.64 24.56 – 0.3 23.9 Korea (KF) ...................................... N 52.78 44.96 – 14.8 96.8 Franklin Univ (FT) ........................... N 8.88 7.72 – 13.1 5.1
NubrgrRlEstSec (NRO) ................... A 4.94 4.75 – 3.9 68.1 Nuveen Pref & Inc Opp (JPC) .......... N 9.80 9.67 – 1.4 32.2 LazardGlbTotRetInc (LGI) ............... N 21.19 19.90 – 6.1 67.5 InvHighIncTrII (VLT) ...................... N 14.95 14.03 – 6.2 8.3
Nuveen Fd (JPS) ............................. N 9.81 9.85 + 0.4 32.2 MexicoEqandIncmFd (MXE) ........... N 13.45 11.08 – 17.6 66.6 IVY HIGH INCOME OPP (IVH) ......... N 15.15 13.71 – 9.5 8.1
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Nuveen Pref & Inc Term (JPI) .......... N 24.99 25.30 + 1.2 35.6 Mexico (MXF) ................................. N NA 14.95 NA 82.3 KKR Income Opportunities (KIO) .... N NA 15.97 NA 8.8
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. Nuveen TxAdvDivGr (JTD) .............. N 17.27 15.58 – 9.8 37.1 Miller/Howard High Inc E (HIE)-a ...... N 10.62 9.72 – 8.5 96.1 MFS IntmdHgInc (CIF) .................... N 2.45 2.70 + 10.2 8.9
TCW Strat Income (TSI) .................. N NA 5.71 NA 9.7 MS ChinaShrFd (CAF)-J ................... N 26.03 23.00 – 11.6 35.1 NeubHgYldStrt (NHS) ..................... N 12.64 12.74 + 0.8 8.4
e-NAV assumes rights offering is fully subscribed. f-Rights offering
Convertible Sec's. Funds MS India (IIF) .................................. N 25.88 22.20 – 14.2 63.5 New Amer Hi Inc (HYB) ................... N 9.91 9.18 – 7.4 7.0
in process. g-Rights offering announced. h-Lipper data has been ad- AdvntCnvrtbl&IncFd (AVK) ............. N 20.50 18.27 – 10.9 70.7 New Germany (GF) ......................... N 23.80 21.11 – 11.3 87.8 NexPointStratOppty (NHF)-a ............ N 19.50 11.61 – 40.5 7.9
justed for rights offering. j-Rights offering has expired, but Lipper Bancroft Fund Ltd (BCV) ................. A 32.99 31.33 – 5.0 70.5 New Ireland (IRL) ........................... N 15.02 13.00 – 13.4 102.8 Nuveen CI 2023 Target (JHAA) ........ N 10.08 9.98 – 1.0 5.1
data not yet adjusted. l-NAV as of previous day. o-Tender offer in CalamosConvHi (CHY) ................... N 16.26 16.02 – 1.5 75.9 RENN Fund (RCG) .......................... A NA 2.56 NA 126.5 Nuveen CI Nov 2021 Tgt (JHB) ........ N 9.49 9.39 – 1.1 3.4
process. Source: Lipper CalmosConvOp (CHI) ..................... N 15.41 15.23 – 1.2 86.4 Royce Global Value Trust (RGT) ...... N 16.40 14.76 – 10.0 71.5 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.32 8.65 + 4.0 6.7

THREE YEAR TED SPREAD Market Sentiment LAST +1.22

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate 2.1
1.5 Euphoria
1.4 1.4
1.3
1.2
0.7
1.1
1.0
0.9 0
0.8
0.7 -0.7
Friday's Close 0.16 Panic
0.6
0.5 -1.4
0.4
0.3 -2.1
0.2 M A M J J A S O N D J F M A
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
18 19 20 21 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
April 26, 2021 BARRON’S M33

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 3/31/21 Fund Name (Symbol) Exch NAV Price /Disc 3/31/21 Fund Name (Symbol) Exch NAV Price /Disc 3/31/21 Fund Name (Symbol) Exch NAV Price /Disc Return
Nuveen Global High Inc (JGH) ......... N 16.97 15.76 – 7.1 7.0 InvescoMuOppTr (VMO) ................ N 13.74 13.46 – 2.0 4.6 Pimco NY Muni III (PYN) ................. N 9.18 10.18 + 10.9 4.3 Blackstone/GSO FR EI U (N/A) ......... z NA NA NA 5.0
PGIM Global High Yield (GHY) ........ N 16.55 15.29 – 7.6 8.4 InvescoMuTr (VKQ) ........................ N 13.77 13.48 – 2.1 4.6 General Equity Funds Blstn Commnty Dev (N/A) ............... z 9.96 NA NA 3.1
PGIM High Yield Bond (ISD) ........... N 17.10 15.93 – 6.8 8.0 InvescoQual Inc (IQI) ...................... N 13.86 13.21 – 4.7 4.7 Alternative Strategies:I (N/A) .......... z 6.19 NA NA 43.2 BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 103.60 NA NA 7.0
PGIM Sh Dur Hi Yld Opp (SDHY) ..... N 19.97 NA NA NS InvTrInvGrMu (VGM) ..................... N 14.18 13.93 – 1.8 4.6 AMG Pantheon:1 (N/A) ................... z NA NA NA NA CLIFFWATER CL FD;I (N/A) ............. z NA NA NA 6.7
PioneerHilncmTr (PHT) .................. N 9.63 9.82 + 2.0 8.1 InvescoValMunInc (IIM) ................. N 16.84 15.94 – 5.3 4.6 BOW RIVER CAPTL EVGN;I (N/A) .... z NA NA NA N CNR Strategic Credit (N/A) .............. z 10.70 NA NA 8.1
Wells Fargo Income Oppty (EAD) .... A 9.12 8.55 – 6.3 8.1 MAINSTAY:MK DEFTR MUN OP (MMD) N NA 22.13 NA 4.6 Continuously Offered FedProj&TrFinanceTendr (N/A) ...... z 9.93 NA NA 2.6
WstAstHIF II (HIX)-a ........................ N NA 7.02 NA 8.5 MFS HgIncMuniTr (CXE) ................ N 5.38 5.24 – 2.6 4.8 52 Week Schrdrs Opp Inc;A (N/A) ................. z 26.32 NA NA 2.3
Western Asset Hi Inc Opp (HIO)-a .... N NA 5.15 NA 7.6 MFS HgYldMuniTr (CMU) ............... N 4.86 4.64 – 4.5 4.8 Stock Market Prem Market Schrdrs Opp Inc;A2 (N/A) ............... z NA NA NA 0.6
Western Asset Hi Yld D O (HYI)-a ..... N NA 15.47 NA 7.3 NeubrgrBrm (NBH) ......................... A 15.33 16.66 + 8.7 4.7 Fund Name (Symbol) Exch NAV Price /Disc Return Schrdrs Opp Inc;I (N/A) .................. z 26.33 NA NA 2.4
Other Domestic Taxable Bond Funds Nuveen AMT-Fr Mu Val (NUW) ........ N 17.50 16.79 – 4.1 2.8 Schrdrs Opp Inc;SDR (N/A) ............ z 26.37 NA NA 2.5
Apollo Tactical Income (AIF) ........... N NA 15.27 NA 6.6 Nuveen AMT-Fr Qlty Mun I (NEA) .... A 16.01 15.07 – 5.9 4.6 Specialized Equity Funds Invesco Sr Loan A (N/A) .................. z 6.47 NA NA 3.7
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 15.22 NA 7.7 Nuveen AMT-Fr Mu CI (NVG) .......... A 17.48 17.20 – 1.6 4.7 Bluerock Total Inc+ RE:A (N/A) ........ z 30.04 NA NA 4.7 Invesco Sr Loan C (N/A) .................. z 6.49 NA NA 3.0
Barings Corporate Inv (MCI) ........... N NA 14.22 NA 6.8 Nuveen Dyn Muni Opp (NDMO) ....... N 15.95 NA NA NS Bluerock Total Inc+ RE:C (N/A) ........ z 28.51 NA NA 3.9 Invesco Sr Loan IB (N/A) ................. z 6.47 NA NA 3.9
Barings Part Inv (MPV) ................... N NA 13.14 NA 6.1 Nuveen Enh Muni Val (NEV) ............ N 15.79 16.95 + 7.3 4.3 Bluerock Total Inc+ RE:I (N/A) ......... z 30.64 NA NA 5.0 Invesco Sr Loan IC (N/A) ................. z 6.47 NA NA 3.8
BlackRock Mlt-Sctr Inc (BIT) .......... N 18.45 18.40 – 0.3 8.2 Nuveen Int Dur Mun Term (NID) ...... N 14.60 14.33 – 1.8 3.6 Bluerock Total Inc+ RE:L (N/A) ........ z 29.75 NA NA 4.5 Invesco Sr Loan Y (N/A) .................. z 6.48 NA NA 3.9
BlackRock Tax Muni Bd (BBN) ........ N 24.68 25.06 + 1.5 5.5 Nuveen Int Dur Qlty Mun (NIQ) ........ N 14.92 14.58 – 2.3 3.0 Broadstone Rl Est Acc:I (N/A)-a ........ z 6.25 NA NA 2.7 OFS Credit Company (OCCI) ........... z NA NA NA NA
DoubleLine:Oppor Crdt Fd (DBL) .... N 19.56 19.75 + 1.0 8.6 Nuveen Mu Crdt Opps (NMCO) ....... N 14.97 14.69 – 1.9 5.1 Broadstone Rl Est Acc:W (N/A)-a ..... z 6.24 NA NA 2.5 Pioneer Sec Inc (N/A) ...................... z 9.95 NA NA 4.4
EVLmtDurIncm (EVV) ..................... A 13.59 12.71 – 6.5 9.5 Nuv Muni Credit Income (NZF) ........ A 17.02 16.58 – 2.6 4.7 CIM RA&C A (N/A) .......................... z 25.56 NA NA NS High Yield Bond Funds
Franklin Ltd Dur Income (FTF) ......... A 9.41 9.25 – 1.7 6.8 NuvMuniHiIncOpp (NMZ) ............... A 14.38 14.83 + 3.1 5.1 CIM RA&C C (N/A) .......................... z 25.37 NA NA NS Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 5.9
J Han Investors (JHI) ...................... N 18.72 18.50 – 1.2 7.7 Nuveen Muni Inc (NMI) ................... N 11.37 11.62 + 2.2 3.4 CIM RA&C I (N/A) ........................... z 25.62 NA NA NS Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 5.9
MFS Charter (MCR) ........................ N 8.68 8.73 + 0.6 8.1 Nuveen Muni Val (NUV) .................. N 10.73 11.20 + 4.4 3.3 CIM RA&C L (N/A) .......................... z 25.50 NA NA NS Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 5.9
Nuveen Taxable Muni Inc (NBB) ...... N 22.57 22.92 + 1.5 5.0 Nuveen Quality Muni Inc (NAD) ....... N 16.38 15.40 – 6.0 4.5 Clarion Partners REI D (N/A) ........... z NA NA NA NA Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 5.9
PCM Fund (PCM) ............................ N NA 11.62 NA 8.3 Nuveen Sel Mat (NIM) ..................... N 10.84 10.82 – 0.2 2.9 Clarion Partners REI I (N/A) ............. z NA NA NA NA Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 5.9
PIMCO Corp & Inc Oppty (PTY) ....... N NA 18.75 NA 8.5 Nuveen Sel TF (NXP) ....................... N 16.50 17.67 + 7.1 3.1 Clarion Partners REI S (N/A) ........... z NA NA NA NA PIMCO Flexible Cr I;A-1 (N/A) .......... z NA NA NA NS
PIMCO Corp & Inc Strat (PCN) ........ N NA 17.91 NA 7.7 Nuveen Sel TF 2 (NXQ) .................... N 15.70 16.69 + 6.3 3.1 Clarion Partners REI T (N/A) ............ z NA NA NA NA PIMCO Flexible Cr I;A-2 (N/A) .......... z NA NA NA 7.2
PIMCOHilnco (PHK) ....................... N NA 6.89 NA 8.9 Nuveen Sel TF 3 (NXR) .................... N 16.89 17.62 + 4.3 3.1 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA PIMCO Flexible Cr I;A-3 (N/A) .......... z NA NA NA NS
PIMCO IncmStrFd (PFL) ................. N NA 12.07 NA 8.9 PIMCO MuniInc (PMF) .................... N 13.27 14.44 + 8.8 4.4 Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA PIMCO Flexible Cr I;A-4 (N/A) .......... z NA NA NA 7.4
PIMCO IncmStrFd II (PFN) .............. N NA 10.35 NA 9.3 PIMCOMuniIncII (PML) .................. N 12.45 14.88 + 19.5 4.7 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA PIMCO Flexible Cr I;Inst (N/A) ......... z NA NA NA 8.1
Putnam Mas Int (PIM)-a ................... N 4.41 4.21 – 4.5 7.5 Pimco Muni III (PMX) ..................... N 11.41 12.39 + 8.6 4.4 GS Real Est Div Inc:A (N/A) ............. z 10.06 NA NA 13.1 PionrILSBridge (N/A) ..................... z NA NA NA 0.0
Putnam Prem Inc (PPT)-a ................ N 4.88 4.67 – 4.3 7.8 PioneerHilncAdv (MAV) .................. N NA 12.12 NA 4.7 GS Real Est Div Inc:C (N/A) ............. z 10.06 NA NA 12.3 WA Middle Mkt Inc (N/A) ................. z NA NA NA 7.1
Wells Fargo Multi-Sector (ERC) ...... A 12.88 12.67 – 1.6 9.0 PioneerMunHiIcmT (MHI) .............. N 13.19 12.74 – 3.4 4.6 GS Real Est Div Inc:I (N/A) .............. z 10.51 NA NA 13.4 Other Domestic Taxable Bond Funds
Putnam Mgd Inc (PMM)-a ............... N 8.31 8.44 + 1.6 4.7 GS Real Est Div Inc:L (N/A) .............. z 10.07 NA NA 12.9 Alternative Credit Inc:A (N/A) .......... z 10.90 NA NA 6.5
World Income Funds GS Real Est Div Inc:W (N/A) ............ z 10.22 NA NA 13.1
Putnam Muni Opp (PMO)-a .............. N 13.98 13.85 – 0.9 4.9 Alternative Credit Inc:C (N/A) .......... z 11.02 NA NA 5.7
Abrdn AP IncFd (FAX)-a ................... N 4.68 4.26 – 9.0 8.0 RiverNorth Flex Muni Inc (RFM) ...... N 24.33 NA NA 5.1 NexPointRlEstStrat;A (N/A) ............ z 17.57 NA NA 41.3
Aberdeen Global Income (FCO)-a ..... N 6.76 8.66 + 28.1 10.0 Alternative Credit Inc:I (N/A) ........... z 10.92 NA NA 6.7
RiverNorth Flx Mu Inc II (RFMZ) ...... N 20.51 20.03 – 2.3 NS NexPointRlEstStrat;C (N/A) ............ z 17.75 NA NA 40.2 Alternative Credit Inc:L (N/A) .......... z 10.90 NA NA 6.2
BlackRock 2022 Gl Inc Op (BGIO) ... N 9.21 9.38 + 1.8 6.5 RiverNorth Mgd Dur Mun I (RMM) .. N 20.40 19.81 – 2.9 5.9 NexPointRlEstStrat;Z (N/A) ............ z 17.75 NA NA 41.6
BrndywnGLB Glb Inc Oppts (BWG)-a N NA 12.19 NA 7.1 Alternative Credit Inc:W (N/A) ......... z 10.89 NA NA 6.5
RiverNorth Opps Muni Inc (RMI) ..... N 23.96 22.50 – 6.1 4.9 PREDEX;I (N/A) .............................. z 25.53 NA NA 2.1 Am Beacon Apollo TR:T (N/A) ......... z 10.11 NA NA 1.6
EtnVncStDivInc (EVG)-a .................. N 13.74 13.23 – 3.7 6.8 Western Asset Mgd Muni (MMU)-a .. N NA 13.36 NA 4.1 PREDEX;T (N/A) ............................. z 25.66 NA NA 2.1
First Tr/Ab Glbl Inc (FAM) ................ N 10.59 10.12 – 4.5 9.5 Am Beacon Apollo TR:Y (N/A) ......... z 10.21 NA NA 2.3
Western Asset Mun Hi Inc (MHF)-a .. N NA 7.92 NA 3.5 PREDEX;W (N/A) ............................ z 25.66 NA NA 2.1 Am Beacon SP Enh Inc:T (N/A) ........ z 9.59 NA NA 2.9
MS EmMktDomDebt (EDD) ............ N 6.88 6.14 – 10.8 6.8 WstAstMuniPrtnrs (MNP)-a ............ N NA 15.62 NA 3.7 Principal Dvs Sel RA A (N/A) ........... z 26.89 NA NA 37.9 Am Beacon SP Enh Inc:Y (N/A) ........ z 9.71 NA NA 3.4
Ms EmMktDebtFd (MSD) ................ N 10.27 9.06 – 11.8 4.6 Westn Asst Mu Def Opp Tr (MTT) .... N NA 21.19 NA 2.9 Principal Dvs Sel RA Ins (N/A) ......... z 26.95 NA NA 38.1 Angel Oak Str Crdt:Inst (N/A) .......... z NA NA NA 8.1
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 8.18 8.04 – 1.7 5.3 Single State Muni Bond Principal Dvs Sel RA Y (N/A) ........... z 27.05 NA NA 38.4 BR Credit Strat;A (N/A) ................... z 10.49 NA NA NS
PIMCO Dyn Crd & Mrt Inc (PCI) ....... N NA 22.39 NA 9.3 SharesPost 100;A (N/A) .................. z 41.22 NA NA 36.6 BR Credit Strat;Inst (N/A) ................ z 10.49 NA NA 5.3
BlackRock CA Mun (BFZ) ................ N 16.09 14.53 – 9.7 3.2
PIMCO Dynamic Income (PDI) ........ N NA 28.56 NA 9.4 SharesPost 100:I (N/A) ................... z 41.56 NA NA 36.9 BlackRock Mlt-Sctr Oppty (N/A) ...... z 88.80 NA NA 7.7
BR MH CA Qly Fd Inc (MUC) ............ N 15.98 15.10 – 5.5 4.1
PIMCO Dynamic Inc Opp (PDO) ...... N 20.14 20.58 + 2.2 NS SharesPost 100:L (N/A) .................. z 40.89 NA NA 36.3 BlackRock Mlt-Sec Opp II (N/A) ...... z 91.53 NA NA 7.6
BR MH NJ Qly (MUJ) ....................... N 16.12 15.26 – 5.3 4.8
PIMCO Income Opportunity (PKO) .. N NA 26.97 NA 8.6 BR MH NY Qly (MHN) ..................... N 15.22 14.37 – 5.6 4.4 StoneCastle Financial Co (BANX) .... z NA NA NA NA Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 6.5
PIMCO Stratg Inc (RCS) .................. N NA 7.37 NA 8.6 BR MuniYld CA (MYC) .................... N 16.44 14.95 – 9.1 3.5 USQ Core Real Estate:I (N/A) ........... z 24.91 NA NA 1.3 Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 7.0
StoneHarbor EM Tot Inc (EDI) ......... N 8.33 8.78 + 5.4 11.3 BR MuniYld CA Qly (MCA) ............... N 16.27 14.90 – 8.4 4.2 USQ Core Real Estate:IS (N/A) ........ z 24.93 NA NA 1.3 Carlyle Tact Pvt Cred:L (N/A) ........... z NA NA NA 6.6
StoneHarbor Emg Mkts Inc (EDF) ... N 7.09 8.11 + 14.4 12.4 BR MuniYld MI Qly (MIY) ................ N 15.91 15.06 – 5.3 4.2 Versus Cap MMgr RE Inc:I (N/A) ..... z 27.76 NA NA NE Carlyle Tact Pvt Cred:M (N/A) .......... z NA NA NA NS
Templeton Em Inc (TEI) .................. N 8.51 7.56 – 11.2 1.8 BR MuniYld NJ (MYJ) ..................... N 16.20 15.24 – 5.9 5.0 Versus Capital Real Asst (N/A) ........ z 25.93 NA NA 9.7 Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA 7.0
Templtn Glbl Inc (GIM) ................... N 5.91 5.43 – 8.1 0.8 BR MuniYld NY Qly (MYN) .............. N 14.59 13.70 – 6.1 4.3 Wildermuth Endwmnt:A (N/A) ........ z 13.64 NA NA 0.9 Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 6.8
Virtus Gl MSec Inc (VGI) ................. N NA 12.16 NA 10.5 BR MuniYld PA Qly (MPA) ............... N 16.31 14.92 – 8.5 4.3 Wildermuth Endwmnt:C (N/A) ........ z 13.10 NA NA 0.0 CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.5
WstAstEmergDebt (EMD)-a ............. N NA 13.49 NA 8.6 BlackRock NY Mun (BNY) ............... N 15.15 14.57 – 3.8 4.1 Wildermuth Endowment:I (N/A) ...... z 13.73 NA NA 0.5 CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.5
Western Asset Gl Cr D Op (GDO)-a ... N NA 17.70 NA 6.8 BlackRock VA Mun (BHV) ............... N 15.68 16.90 + 7.8 3.3 Income & Preferred Stock Funds CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.5
National Muni Bond Funds Del CO Muni Inc (VCF)-a ................... A 15.48 14.50 – 6.3 3.4 A3 Alternative Inc (N/A) .................. z 9.97 NA NA 0.3 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.5
AllBerNatlMunInc (AFB) ................. N 15.52 14.55 – 6.3 4.3 Del MN II (VMM)-a ........................... A 15.07 13.55 – 10.1 3.0 Calamos L/S Eqty and DI (CPZ) ....... z 22.71 20.61 – 9.2 46.1 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA 5.5
BlckRk Inv Q Mun (BKN) ................. N 16.74 19.10 + 14.1 4.4 EVCAMuniBd (EVM)-a ..................... A 12.69 11.70 – 7.8 4.2 Destra Multi-Altrntv;A (N/A) ............ z 11.68 NA NA 4.2 CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA NS
BlckRk L-T Muni Adv (BTA) ............. N 13.33 13.05 – 2.1 4.8 EVCAMuniIncm (CEV) .................... A 14.72 13.42 – 8.8 4.1 Destra Multi-Altrntv;C (N/A) ............ z 11.14 NA NA 3.5 CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.4
BR Mu InDur (MUI) ......................... N 16.14 15.13 – 6.3 4.1 Eaton Vance NY Muni Bd (ENX)-a ..... A 13.46 12.36 – 8.2 4.2 Destra Multi-Altrntv;I (N/A) ............. z 11.93 NA NA 4.5 CNR Select Strategies (N/A) ............ z 11.56 NA NA 0.0
BlackRock Muni 2030 Tgt (BTT) ...... N 27.00 25.86 – 4.2 2.9 EVNYMuniIncm (EVY) .................... A 15.09 14.78 – 2.1 3.7 Destra Multi-Altrntv;T (N/A) ............ z 11.32 NA NA 3.7 First Eagle Crdt Opps A (N/A) ........... z 26.27 NA NA NS
BlackRock Muni (BFK) .................... N 14.78 15.07 + 2.0 4.5 InvCaValMuIncTr (VCV) ................. N 13.74 12.95 – 5.7 4.3 Flat Rock Opportunity (N/A) ............ z NA NA NA NA First Eagle Crdt Opps I (N/A) ............ z 26.27 NA NA NS
BlackRock Muni II (BLE) ................. N 15.15 15.21 + 0.4 4.7 InvPAValMuIncTr (VPV) ................. N 14.38 13.19 – 8.3 4.5 The Relative Value:CIA (N/A) ........... z NA NA NA NA FS Credit Income;A (N/A) ................ z NA NA NA 5.3
BlckRk Muni Inc Qly (BYM) ............. N 15.95 15.76 – 1.2 4.2 InvTrInvGrNYMu (VTN) .................. N 14.54 13.18 – 9.4 4.1 Variant Altrntv Inc:Inst (N/A) ........... z 27.01 NA NA 8.7 FS Credit Income;I (N/A) ................. z NA NA NA 5.6
BR MuniAssets Fd (MUA) ............... N 14.78 15.38 + 4.1 4.1 NeubrgrBrmCA (NBW) ................... A 15.68 13.87 – 11.5 3.9 Variant Altrntv Inc:Inv (N/A) ............ z 27.02 NA NA 8.4 FS Credit Income;T (N/A) ................ z NA NA NA 5.1
BR MuniHoldings Qly (MFL) ........... N 15.33 14.47 – 5.6 3.9 NeubrgeBrmNY (NBO) ................... A 14.28 12.61 – 11.7 3.8 Convertible Sec's. Funds FS Credit Income;U (N/A) ................ z NA NA NA 5.0
BR MH Qly 2 (MUE) ......................... N 14.30 13.49 – 5.7 4.4 Nuveen AZ Qual Muni Inc (NAZ) ...... N 15.36 15.30 – 0.4 3.8 Calmos Dyn Conv and Inc (CCD) ..... z 31.56 31.57 + 0.0 84.6 FS Credit Income;U-2 (N/A) ............ z NA NA NA NS
BR MuniHoldngs (MHD) ................. N 17.33 16.46 – 5.0 4.5 Nuveen CA AMT-F Qual MI (NKX) .... A 16.87 15.58 – 7.6 4.1 GL Beyond Income (N/A) ................ z 0.49 NA NA NE
BR MuniVest Fd (MVF) .................... N 9.98 9.42 – 5.6 4.3 12 mos KKR CREDIT OPPTY;D (N/A) ........... z NA NA NA NS
Nuveen CA Val (NCA) ...................... N 10.85 10.29 – 5.2 3.1 Stock Market Prem Yield
BR MuniVest 2 (MVT) ..................... N 15.63 15.25 – 2.4 4.5 NuveenCAQtyMuInc (NAC) ............. N 16.28 15.13 – 7.1 4.3 KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA 5.6
BR MuniYield Fd (MYD) .................. N 15.29 14.69 – 3.9 4.6 Nuveen CA Sel Tx-Free (NXC) .......... N 15.99 15.94 – 0.3 3.2 Fund Name (Symbol) Exch NAV Price /Disc 3/31/21 KKR CREDIT OPPTY;T (N/A) ........... z NA NA NA NS
BR MuniYield Qlty (MQY) ................ N 16.61 16.09 – 3.1 4.5 NuvGA Qual Muni Inc (NKG) ........... A 14.41 13.50 – 6.3 3.9 KKR CREDIT OPPTY;U (N/A) ........... z NA NA NA NS
BR MuniYld Qlty2 (MQT) ................ N 14.62 14.05 – 3.9 4.4 World Equity Funds Lord Abbett Cred Opps Fd (N/A) ...... z 10.86 NA NA 6.0
Nuveen MA Qual Muni Inc (NMT) .... N 15.34 14.70 – 4.2 3.7
BR MuniYld Qly 3 (MYI) .................. N 15.41 14.40 – 6.6 4.0 Nuveen Minn Qual Mun Inc (NMS) .. A 15.55 15.56 + 0.1 4.0 ACAP Strategic:A (N/A) ................... z 26.04 NA NA 28.2 Lord Abbett Cred Opps Fd (N/A) ...... z 10.86 NA NA 6.7
BNY Mellon Muni Bd Infra (DMB)-a .. N 14.66 14.79 + 0.9 4.5 Nuveen MO Qual Mun Inc (NOM) .... A 14.12 14.70 + 4.1 3.3 ACAP Strategic:W (N/A) .................. z 19.24 NA NA 29.2 Lord Abbett Crd Op:U (N/A) ............. z 10.86 NA NA NS
BNY Mellon Muni Income (DMF) ..... A 9.40 8.92 – 5.1 4.8 NuvNJ Qual Muni Inc (NXJ) ............. A 16.75 14.83 – 11.5 4.6 CalamosGlbTotRet (CGO) ............... z 15.42 16.07 + 4.2 78.6 Palmer Square Opp Inc (N/A) .......... z NA NA NA 5.3
BNY Mellon Str Muni Bond (DSM) ... N 8.39 8.10 – 3.5 4.6 Nuveen NY AMT/Fr Qual MI (NRK) .. A 15.11 13.78 – 8.8 4.1 CPG Cooper Square IE A (N/A) ........ z NA NA NA NS Thrivent Church Ln&Inc:S (N/A) ..... z 10.68 NA NA 2.6
BNY Mellon Strat Muni (LEO) .......... N 8.75 8.68 – 0.8 4.9 Nuveen NY Val (NNY)-a .................... N 10.25 9.75 – 4.9 3.2 CPG Cooper Square IE I (N/A) ......... z NA NA NA NS World Income Funds
Del Inv Natl Muni Income (VFL)-a ..... A 15.12 13.53 – 10.5 3.8 Nuveen NY Qual Muni Inc (NAN) ..... N 15.65 14.42 – 7.9 4.3 Primark Priv Eq Inv:I (N/A) .............. z 12.55 NA NA NS Destra Int&Evt-Dvn Crd:A (N/A) ...... z 27.28 NA NA 2.2
DTF Tax-Free Income (DTF) ............ N 16.08 14.68 – 8.7 3.3 Nuveen NY Sel Tx-Free (NXN) ......... N 14.47 14.20 – 1.9 3.2 VirtusTotalRetFd (ZTR) ................... z NA 10.04 NA NA Destra Int&Evt-Dvn Crd:I (N/A) ....... z 27.28 NA NA 2.4
DWS Muni Inc (KTF) ....................... N 12.80 11.80 – 7.8 4.1 Nuveen OH Qual Muni Inc (NUO) ..... N 17.68 15.84 – 10.4 3.5 Loan Participation Funds Destra Int&Evt-Dvn Crd:L (N/A) ...... z 27.25 NA NA 2.0
DWS Strat Mun (KSM) .................... N 12.85 11.93 – 7.2 4.3 Nuveen PA Qual Muni Inc (NQP) ..... N 15.93 14.50 – 9.0 4.5 1WS Credit Income;Inst (N/A) ......... z NA NA NA 5.0 Destra Int&Evt-Dvn Crd:T (N/A) ...... z 27.22 NA NA 1.9
EVMuniBd (EIM)-a ........................... A 14.21 13.49 – 5.1 4.4 Nuveen VA Qlty Mun Inc (NPV) ....... N 15.38 16.49 + 7.2 3.4 AlphCntrc Prime Merid In (N/A) ....... z 9.79 NA NA 9.2 National Muni Bond Funds
EVMuniIncm (EVN) ........................ N 14.32 13.84 – 3.4 4.0 PIMCO CA (PCQ) ............................ N 14.21 17.92 + 26.1 4.3 Axonic Alternative Inc (N/A) ............ z NA NA NA 4.6 Ecofin Tax-Adv Soc Impct (N/A) ...... z 9.44 NA NA 4.4
EVNatMuniOpp (EOT)-a ................... N 22.01 22.60 + 2.7 3.4 PIMCOCAMuniII (PCK) ................... N 9.11 9.05 – 0.7 4.2 Blackstone/GSO FR EI D (N/A) ......... z NA NA NA 5.3 PIMCO Flex Mun Inc;A-3 (N/A) ........ z NA NA NA 2.2
FedHrmsPremMuI (FMN)-a ............. N 15.73 15.22 – 3.2 4.3 Pimco CA Muni III (PZC) ................. N 10.27 10.84 + 5.6 4.3 Blackstone/GSO FR EI I (N/A) .......... z NA NA NA 5.5 PIMCO Flex Mun Inc:A1 (N/A) ......... z NA NA NA NS
InvAdvMuIncTrII (VKI) ................... A 12.28 12.10 – 1.5 4.6 PIMCO NY (PNF) ............................ N 12.05 12.34 + 2.4 4.2 Blackstone/GSO FR EI T (N/A) ......... z NA NA NA 5.0 PIMCO Flex Mun Inc;A2 (N/A) ......... z NA NA NA NS
Invesco MuniOp (OIA) .................... N 7.83 7.97 + 1.8 4.8 PIMCONYMuniII (PNI) ................... N 11.54 11.63 + 0.8 4.2 Blackstone/GSO FR EI T-I (N/A) ....... z NA NA NA 5.0 PIMCO Flex Mun Inc;Inst (N/A) ....... z NA NA NA 2.9

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
Axos Bank San Diego,CA (877)541-2634 10000 0.61 (CD) 0.61 Legacy Bank Hinton,OK (800)687-9688 1000 0.70 (CM) 0.70 Travis CU Concord,CA (800)435-4040 500 1.00 (CM) 1.00
Ally Bank Philadelphia,PA (877)247-2559 1 0.50 (CD) 0.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.60 (CM) 0.60 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.95 (CM) 0.95
First Internet Bank Indianapolis,IN (888)873-3424 100 0.50 (CM) 0.50 BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.95 (CA) 0.95
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 Ally Bank Philadelphia,PA (877)247-2559 1 0.55 (CD) 0.55 Popular Direct New York,NY (800)274-5696 10000 0.85 (CD) 0.85
iGobanking.com Flushing,NY (888)432-5890 25000 0.50 (CD) 0.50 iGobanking.com Flushing,NY (888)432-5890 1000 0.55 (CD) 0.55 TIAA Bank Jackson,FL (888)882-3837 1000 0.84 (CD) 0.85
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
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 TIAA Bank Jackson,FL (888)882-3837 1000 0.64 (CD) 0.65 Legacy Bank Hinton,OK (800)687-9688 10000 0.40 (CM) 0.40
First Internet Bank Indianapolis,IN (888)873-3424 1000 0.45 (CM) 0.45 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.58 (CM) 0.58 TIAA Bank Jackson,FL (888)882-3837 1000 0.35 (CD) 0.35
iGobanking.com Flushing,NY (888)432-5890 1000 0.45 (CD) 0.45 Discover Bank Greenwood,DE (800)347-7000 2500 0.55 (CD) 0.55 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.25 (CM) 0.25
TIAA Bank Jackson,FL (888)882-3837 1000 0.40 (CD) 0.40 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.51 (CA) 0.51 Radius Bank Boston,MA (800)242-0272 1000 0.25 (CD) 0.25
Legacy Bank Hinton,OK (800)687-9688 10000 0.40 (CM) 0.40 Bank OZK New York,NY (212)218-8383 1000 0.50 (CM) 0.50 Giantbank.com Ft.Lauderdale,FL (877)446-4200 2500 0.25 (CD) 0.25
1Including passbook, statement savings, and bank-offered liquid asset accounts.
Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2021, Informa Research Services, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 91301 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any
additional six months. form without express written consent of Informa Research Services.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
M34 BARRON’S April 26, 2021

Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.15198707565833) Week's Daily Apr 19 20 21 22 23
Daily Apr 19 20 21 22 23 COMPONENTS Change INDUSTRIALS
34800 NY Up 337,392 206,560 711,458 321,854 638,855
3M 3.62 NY Off 506,650 653,780 103,039 536,569 131,979
Open (t) 34120.47 33945.98 33792.35 34083.42 33748.07
Open (a) 34182.38 34034.18 33808.30 34109.88 33804.52 American Express -5.66 NY Up - Composite 1,603,520 1,037,210 3,365,567 1,728,844 3,003,203
NY Off - Composite 2,188,100 3,283,549 455,526 2,483,043 575,279
10:00 34095.73 33964.65 33958.71 34032.54 33847.07 Amgen 1.32 NYSE Amer UP 11,598 6,070 20,154 9,694 13,286
10:30 34081.16 33916.66 33999.01 33982.06 33881.20 Apple 0.16 33700 NYSE Amer Off 16,697 11,510 704 10,753 3,791
11:00 34047.32 33842.57 34008.91 34045.37 34016.93
Boeing -9.80 NASD Up 1,834,887 1,024,847 3,518,297 2,088,610 3,504,495
11:30 34070.46 33808.35 33972.19 34057.95 33996.18 NASD Off 2,496,982 3,178,112 402,387 2,270,675 796,478
12:00 34055.08 33783.91 34019.37 34088.47 33977.08 Caterpillar -3.25 NYSE Arca UP 47,689 54,780 175,752 62,928 146,979
12:30 34039.99 33835.36 34028.38 34098.98 34010.32 Chevron -1.41 NYSE Arca Off 159,146 170,217 22,319 167,413 37,730
1:00 33999.46 33839.07 34038.32 34123.50 34054.24 % (QCHA) –.64 –1.33 +1.34 –.12 +1.09
1:30 34034.63 33768.65 34052.74 33949.76 34041.27 Cisco Systems -0.89 32600 % (QACH) –.50 –1.54 +2.85 +.08 +1.57
2:00 34045.52 33782.05 34066.95 33755.30 34039.57 Coca-Cola 0.79 % (QCHAQ) –1.34 –1.68 +2.15 +.34 +3.25
2:30 34075.85 33745.48 34063.93 33844.52 34045.50 Disney -4.24 Market Advance/Decline Totals
3:00 34083.69 33700.75 34074.78 33860.73 34075.65
3:30 34028.30 33785.19 34079.01 33805.13 34116.67
Dow -2.57 Week ended last Friday compared to previous Friday
Close 34077.63 33821.30 34137.31 33815.90 34043.49 Goldman Sachs -2.96 31500 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 34307.19 34243.80 34246.79 34279.03 34202.05 Home Depot -4.19 Total Issues 3,510 296 4,479 1,599
Low (t) 33830.80 33487.98 33626.51 33655.04 33613.32 Advances 1,767 153 2,267 929
Honeywell Intl -7.61 Declines 1,641 135 2,101 639
High (a) 34182.38 34034.18 34160.34 34126.57 34157.57
Low (a) 33980.56 33687.01 33773.80 33717.19 33713.29 IBM 8.84 Unchanged 102 8 111 31
Change –123.04 –256.33 +316.01 –321.41 +227.59 Intel -5.51 30400 New Highs 646 18 380 511
New Lows 114 4 261 40
Theoretical (t): High 34307.19 Low 33487.98 Johnson & Johnson 3.28
Actual (a): High 34182.38 Low 33687.01 NYSE Composite Daily Breadth
JPMorgan Chase -3.11 Daily Apr 19 20 21 22 23
Dow Jones 20 Transport (divisor: 0.16369260926274) McDonald's 1.50 Issues Traded 3,444 3,440 3,440 3,433 3,436
29300
Open (t) 14894.38 14989.07 14873.00 15034.52 14985.83 Merck 0.41 NOTICE TO READERS: Advances
Declines
1,099
2,191
877
2,440
2,613
712
1,276
2,004
2,567
741
Open (a) 14920.59 14988.30 14883.51 15053.25 14953.88 Unchanged 154 123 115 153 128
Microsoft 0.41 New Highs 236 177 228 247 309
10:00 14812.83 14966.02 15003.21 15078.44 15055.06
New Lows 32 44 41 14 14
10:30 14842.83 14941.42 15070.78 15021.34 15061.79 Nike Cl B -4.12 Sign up for the Weekly Market Blocks - primary 4,684 4,950 4,284 4,626 4,368
11:00 14783.66 14869.69 15128.36 15073.78 15090.28 Procter & Gamble -3.31 Lab Newsletter: barrons.com/ 28200 Total (000) - primary 855,963 878,612 822,187 865,642 775,700
11:30 14787.45 14815.70 15037.15 15127.59 15098.69 Total (000) 3,856,421 4,385,510 3,861,280 4,249,784 3,605,733
Salesforce.com 1.60
12:00 14806.65 14835.99 15069.24 15128.15 15093.27 newsletters NYSE American Composite
12:30 14816.74 14850.88 15072.62 15102.97 15099.59 Travelers Cos 1.89
Daily Apr 19 20 21 22 23
1:00 14794.41 14850.49 15088.57 15125.48 15133.64 UnitedHealth Group 9.30 Issues Traded 282 284 281 281 282
1:30 14826.39 14846.92 15068.30 15063.72 15134.29 Verizon Communications -0.98 Please visit the new Market Lab 27100 Advances 95 79 224 117 186
2:00 14800.63 14859.32 15070.90 14962.86 15123.07 Declines 172 189 50 150 91
2:30 14811.83 14870.04 15050.03 14993.32 15141.42 Visa Cl A 3.59 home page on barrons.com Unchanged 15 16 7 14 5
New Highs 7 3 5 4 9
3:00 14792.43 14851.36 15033.51 14981.68 15149.52 Walgreens Boots Alliance -0.28 under Data. New Lows 2 2 2 ... ...
Blocks - primary 228 164 179 217 147
3:30 14769.66 14866.24 15020.16 14935.10 15164.73 Walmart -0.71 www.barrons.com/market-data/ Total (000) - primary 28,864 17,942 21,023 20,769 17,242
Close 14798.84 14894.93 15040.32 14920.95 15133.43 26000 Total (000) 520,623 297,917 353,102 343,843 281,394
High (t) 14940.32 15152.61 15180.68 15236.24 15204.11 market-lab
Low (t) 14697.70 14714.71 14767.68 14853.63 14922.70 Nasdaq
High (a) 14920.59 15080.55 15128.39 15142.31 15175.18
TRANSPORTATION 15300 Daily Apr 19 20 21 22 23
Low (a) 14748.85 14772.50 14857.42 14913.46 14944.38 Alaska Air Group -0.12 Issues Traded 4,367 4,350 4,371 4,340 4,345
Advances 1,164 1,007 3,303 2,033 3,102
Change –120.71 +96.09 +145.39 –119.37 +212.48 American Airlines Group -0.92 Declines 3,036 3,197 910 2,129 1,087
Theoretical (t): High 15236.24 Low 14697.70 Avis Budget Group 4.10 14700 Unchanged 167 146 158 178 156
Actual (a): High 15175.18 Low 14748.85 New Highs 143 68 100 131 173
CH Robinson Worldwide -0.98 New Lows 104 138 89 28 30
Blocks - primary 28,145 26,255 24,248 27,098 25,549
Dow Jones 15 Utilities (divisor: 1.29685261171310) CSX 4.47 Total (000) 4,412,126 4,239,816 3,952,302 4,410,479 4,345,249
14100
Open (t) 925.86 921.64 934.49 926.31 922.16 Delta Air -0.84 NYSE Arca Composite
Open (a) 924.69 921.22 934.41 927.23 921.85 Expeditors Intl of Wash -0.39 Daily Apr 19 20 21 22 23
10:00 920.40 926.08 930.88 926.86 920.52
10:30 919.24 925.63 929.35 926.28 918.18 FedEx -9.85 13500 Issues Traded 1,486 1,487 1,494 1,487 1,472
Advances 362 349 1,297 411 1,236
11:00 921.82 928.88 926.05 926.93 924.25 JB Hunt Transport -2.96 Declines 1,095 1,123 172 1,047 209
11:30 923.35 934.31 926.68 926.67 922.41 Unchanged 29 15 25 29 27
JetBlue Airways -0.02 New Highs 180 79 132 156 274
12:00 920.67 931.30 927.16 926.91 923.01 12900 New Lows 6 10 9 9 13
12:30 921.41 933.15 925.94 927.50 922.98 Kansas City Southern 44.11 Blocks - primary 1,040 1,039 1,009 1,048 886
1:00 920.73 934.44 926.98 926.22 921.62 Kirby Corp -0.44 Total (000) - primary 208,383 225,450 198,964 230,904 185,705
Total (000) 1,048,623 1,187,408 1,010,063 1,148,612 997,300
1:30 920.55 932.32 928.29 925.17 920.61 Landstar System -4.04 12300
2:00 919.51 932.55 927.70 923.11 921.25
2:30 919.98 933.06 927.63 923.59 919.60
Matson -1.68
3:00 920.67 932.43 927.65 922.81 918.63 Norfolk Southern 11.14 11700 OTHER MARKET INDEXES
3:30 918.78 932.40 928.14 921.19 919.83 Ryder System -3.03 Daily 4/19 4/20 4/21 4/22 4/23
Close 920.83 933.37 927.30 921.10 918.26 Southwest Airlines -0.86 NYSE Amer Comp 2799.20 2764.46 2809.61 2775.97 2813.39
High (t) 927.74 937.38 938.37 931.07 925.56 11100 AmMajorMkt 3017.26 2996.39 3025.61 3001.26 3022.34
Low (t) 915.42 920.28 922.81 918.66 915.08 Union Pacific 0.83
BNY ADR Idx 165.71 163.25 165.38 164.51 166.71
High (a) 926.34 934.81 937.38 929.13 924.41 United Airlines -2.76 Europe 138.98 136.86 138.82 137.52 138.86
Low (a) 918.13 920.91 924.47 920.19 917.26 United Parcel Service B -0.75 Latin Am 196.15 194.14 195.37 196.16 196.97
Change –2.88 +12.54 –6.07 –6.20 –2.84 10500 Asia 237.65 234.11 236.90 236.65 241.12
Theoretical (t): High 938.37 Low 915.08 Emerg M 409.93 405.38 410.58 410.48 417.78
UTILITIES DJ US TSM Float 43446.60 43082.47 43550.95 43211.42 43736.00
Actual (a): High 937.38 Low 917.26
975 Nasdaq Cmp 13914.77 13786.27 13950.22 13818.41 14016.81
AES -0.33 100 Index 13907.67 13809.30 13935.15 13762.36 13941.44
Dow Jones 65 Composite (divisor: 0.77362739927465)
American Elec Power -0.85 Indus. 10901.54 10796.45 10919.09 10828.94 10949.58
Open (t) 11406.87 11385.56 11352.36 11430.01 11346.87 Insur. 10915.39 10775.23 10931.15 10823.81 10944.45
Open (a) 11422.63 11402.02 11357.58 11440.71 11350.67 American Water Works -0.76 Banks 4589.48 4430.95 4543.04 4472.44 4642.98
10:00 11375.61 11391.80 11406.54 11430.22 11378.21 Atmos Energy 1.53 Computer 9775.43 9689.67 9775.29 9653.63 9820.71
10:30 11377.15 11376.40 11426.19 11407.25 11382.42
925 Telecom 499.78 496.23 500.37 498.36 501.46
Consolidated Edison -0.76 NYSE Comp.-z 16107.56 15944.61 16121.61 16030.63 16206.00
11:00 11362.30 11352.11 11434.78 11431.88 11425.29
11:30 11370.22 11343.07 11409.33 11445.30 11419.90 Dominion Energy 0.49 Financial-z 9535.86 9401.44 9519.40 9453.03 9596.55
Health Care-z 21166.25 21232.63 21453.82 21391.60 21505.23
12:00 11366.77 11337.52 11426.20 11451.81 11416.01 Duke Energy -0.82 Energy-z 7956.55 7744.84 7838.35 7730.48 7795.13
12:30 11367.18 11353.88 11426.64 11449.53 11423.84 Edison Intl -2.17 875 Russell 1000 2346.20 2328.94 2351.31 2331.97 2358.52
1:00 11353.34 11356.69 11433.70 11456.98 11437.39 2000 2232.00 2188.21 2239.63 2232.61 2271.86
1:30 11366.73 11338.55 11434.45 11408.02 11433.28
Exelon -1.25 3000 2490.62 2470.26 2496.25 2476.56 2505.79
2:00 11361.67 11344.18 11436.80 11345.02 11431.64 FirstEnergy 1.01 Value-v 1538.44 1524.64 1541.92 1530.40 1545.06
Growth-v 2609.67 2594.65 2615.14 2591.67 2625.83
2:30 11370.79 11340.12 11431.67 11369.80 11433.93 NextEra Energy -2.70 MidCap 3073.93 3043.73 3086.01 3074.15 3117.57
3:00 11369.38 11326.33 11430.34 11369.22 11439.95
3:30 11350.51 11346.02 11429.17 11345.71 11453.23
Public Service Enterprise -0.41 825 S&P 100 Index 1899.05 1885.68 1898.75 1878.70 1898.23
Sempra Energy -1.07 500 4163.26 4134.94 4173.42 4134.98 4180.17
Close 11369.81 11360.80 11443.48 11344.69 11429.60 Ind. 5814.23 5776.21 5830.38 5777.01 5836.86
High (t) 11456.44 11505.05 11513.25 11519.09 11487.94 Southern 0.32 MidCap 2704.18 2666.77 2711.59 2700.37 2745.71
Low (t) 11290.85 11235.25 11277.92 11294.75 11295.17 SmallCap 1333.40 1303.70 1332.27 1325.84 1350.06
Xcel Energy 0.71 Value Line(A) 9347.84 9209.79 9366.07 9320.69 9453.85
High (a) 11422.63 11420.04 11452.74 11459.02 11465.08
Low (a) 11345.61 11316.14 11347.93 11332.48 11332.67
775 Value Line(G) 657.01 647.15 658.00 654.71 663.96
Oct Nov Dec Jan Feb Mar Apr DJ US Small TSM 15008.94 14724.53 15045.82 14997.80 15266.86
Change –54.54 –9.01 +82.68 –98.79 +84.91
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 11519.09 Low 11235.25 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 11465.08 Low 11316.14 31,2002=5000.
April 26, 2021 BARRON’S M35

Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is an weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2019 and 2018, and S&P latest for 2020 and share earnings, dividends and book values as reported
2019. r-Revised data Apr 22 Apr 15 Apr Yr-to-Yr
by the company. Bolded numbers indicate new values. 2021 2021 2020 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 4134.98 4170.42 2728.52 51.55
DJ Ind Avg 34043.49 34200.67 23775.27 Divs Yield % 3.00 2.98 3.26 Industrial Stocks Barron's 50 Index 10913.33 10895.45 7538.07 44.78
Divs $ 27.57 27.57 25.94 Book Book
P/E Ratio 28.10 33.19 18.85 Earns Divs. Value Earns Divs. Value Projected quarterly earn 38.54 22.84 96.75 –60.17
Earns Yield % 3.56 3.01 5.31 Mkt to Book 2.45 2.47 2.14
Earns $ 1211.55 1030.48 1261.40 Book Value $ 374.40 374.40 370.98 Am Exp 6.09 1.72 28.48 Johnson&John 5.66 4.04 22.59 Annualized projected earn 154.17 91.36 387.01 –60.17
Amgen 12.31 6.56 16.36 JPMorgChase 12.59 3.60 75.98
Divs Yield % 1.75 1.74 2.78 S&P 500 Index 4180.17 4185.47 2836.74 Apple 3.70 0.82 20.37 McDonalds 6.31 5.08 (11.00)
Annualized projected P/E 70.79 119.26 19.6 260.33
Divs $ 596.53 596.01 662.07 P/E Ratio 44.41 44.46 20.34 Boeing (20.75) Suspended (15.31) Merck Co 2.77 2.48 10.20 Five-year average earn 380.91 380.91 401.05 –5.02
Mkt to Book 5.09 5.11 3.65 Earns Yield % 2.25 2.25 4.92 Caterpillar 5.46 4.12 26.52 Microsoft 6.70 2.14 15.63 Five-year average P/E 28.65 28.60 18.8 52.42
Book Value $ 6688.86 6688.86 6512.92 Earns $ 94.13 94.13 139.47 Chevron Corp (2.96) 5.16 76.62 Nike Inc 2.12 1.04 5.17
Cisco Sys 2.38 1.45 7.90 Proc Gam 5.43 3.241 18.40 Year-end earn 314.70 314.70 377.01 –16.53
DJ Trans Avg 15133.43 14919.55 8092.40 Divs Yield % 1.40 1.40 2.11
P/E Ratio 0.00 0.00 14.45 Divs $ 58.52 58.60 59.86
Coca Cola 1.67 1.65 4.43 3M Co 9.25 5.89 17.50 Year-end P/E 34.68 34.62 20.0 73.00
Disney Walt (2.74) 0.00 49.90 Salesforce.com 4.39 0.00 37.95
Earns Yield % 0.00 0.00 6.92 Mkt to Book 4.51 4.51 3.10 Dow 2.62 2.80 18.26 Travelers Cos 10.85 3.40 101.54 Year-end earns yield, % 2.88 2.89 5.0 –42.44
Earns $ (215.59) (235.87) 559.96 Book Value $ 927.52 927.52 914.49 Goldman Sachs 40.81 5.00 227.62 UnitedHealth Grp 17.59 5.00 60.78 Best grade bond yields, % 1.57 1.57 2.45 –35.81
Divs Yield % 1.02 1.03 2.15 Home Depot 11.93 6.15 (2.89) Verizon 4.56 2.497 14.84
S&P Ind Index 5836.86 5848.62 3972.20 Honeywell 6.54 3.66 26.01 Visa 4.84 1.24 13.53 Bond yields/stock ylds, % 0.54 0.54 0.49 11.86
Divs $ 154.10 154.10 173.59 P/E Ratio 50.86 50.96 24.94
Mkt to Book 4.47 4.40 2.50
IBM 5.98 6.52 23.49 Walgreens (0.69) 1.86 26.26 Actual year-end divs 211.74 211.57 223.76 –5.38
Earns Yield % 1.97 1.96 4.01 Intel 4.94 1.337 18.07 Wal-mart 4.73 2.17 26.36
Book Value $ 3389.19 3389.19 3239.67 Earns $ 114.77 114.77 159.25
Actual yr-end divs yld, % 1.94 1.94 2.97 –34.70
Transportation Stocks
DJ Utility Avg 918.26 923.71 795.09 Divs Yield % 1.26 1.26 1.88 Alaska Air Group (10.56) Suspended 35.21 KC Southern 6.65 1.69 45.95
P/E Ratio 24.57 25.04 21.24 Divs $ 73.54 73.69 74.68 American Airlines (18.60) Suspended (0.28) Kirby Corp (2.90) Nil 56.18 STOCK VOLUME
Earns Yield % 4.07 3.99 4.71 Mkt to Book 6.23 6.24 4.21 Avis Budget Grp (9.73) Nil 8.86 Landstar Sys 5.95 0.815 18.28
Earns $ 37.38 36.89 37.43 Book Value $ 936.72 936.72 944.26 C.H. Robinson 3.71 2.04 12.39 Matson Inc 4.41 0.91 18.78 Last Prev. Year YOY
CSX Corp 3.53 1.06 15.32 Norf Southern 7.86 3.81 58.87 Week Week Ago % Chg
Delta Air Lines (20.52) Suspended 23.89 Ryder Sys (2.42) 2.24 46.48
144 FILINGS Expeditors Int'l 4.08 1.04 12.94 Southwest Air (4.94) 0.00 18.94 NYSE(a) 4,198,105 4,447,044 5,258,588 -20.17
FedEx 11.29 2.60 69.84 Un Pacific 7.88 3.88 26.19 30 Dow Inds (b) 1,657,470 1,647,706 2,037,478 -18.65
Hunt (JB) 5.13 1.09 21.34 UPS 1.63 4.05 3.81 20 Dow Trans (b) 611,707 468,250 1,052,598 -41.89
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (4.94) Nil 17.02 United Airlines (22.80) Nil 45.90 15 Dow Utils (b) 224,678 230,844 236,578 -5.03
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner 65 Dow Stks (b) 2,493,856 2,346,800 3,326,654 -25.03
Utility Stocks NYSE American (a) 105,841 110,604 121,121 -12.62
has filed a Form144.) Source: Thomson Reuters AES Corp. 0.09 0.579 4.51 Exelon 2.01 1.53 33.12 Nasdaq(d) 21,359,972 21,378,465 18,049,935 18.34
Am Elec 4.44 2.88 39.73 FirstEnergy 2.00 1.56 12.90 NYSE 15 Most Active
Shares Sale American Water Works 3.91 2.20 33.85 NextEra Energy 2.12 1.40 75.67
Company Sym Indicated $ Value Date Seller Title Average Price 24.26 18.93 8.24 194.42
Atmos Energy 5.15 2.34 48.18 Xcel Energy 2.80 1.7475 25.24
% Tot Vol 16.68 17.24 16.60 0.48
Carnival CCL 750,000 20,865,000 4/14/21 Weisenburger, Randall D Con Ed 3.29 3.06 54.12 Pub Sv Ent 3.76 1.98 29.94
Stock Offerings $(z,v) 6,383,900 r8,677,200 4,633,800 37.77
Dominion Energy (0.52) 3.45 35.33 Sempra Energy 12.78 4.235 60.58
Slack Technologies WORK 250,000 10,512,500 4/15/21 Butterfield, Daniel CEO Duke Energy 1.73 3.84 61.20 Southn Co. 2.95 2.54 25.03 Daily Stock Volume
Square SQ 200,000 49,230,000 4/19/21 Mckelvey, James AF Edison Int'l 1.98 2.60 36.75
R1 Rcm RCM 173,891 4,353,935 4/1/21 Long, Gary O Daily 4/19 4/20 4/21 4/22 4/23
Cadence Design Systems CDNS 150,000 21,691,500 4/15/21 Tan, Lip Bu AF NYSE(a) 855,963 878,612 822,187 865,642 775,700
Axonics AXNX 105,000 6,150,428 4/15/21 Sama, Rinda UT DISTRIBUTIONS & OFFERINGS 30 Inds (b) 315,622.4 354,199.4 293,512.3 344,467.0 349,669.1
Tempur Sealy International TPX 90,080 3,558,160 4/15/21 Rusing, Steven O 20 Trans (b) 78,169.0 151,864.9 127,466.8 153,248.0 100,958.8
Genpact G 70,000 3,150,585 4/16/21 Tyagarajan, N. UT 15 Utils (b) 42,533.5 49,405.5 46,038.5 44,201.9 42,498.5
Secondary Distributions of common stocks 65 Stks (b) 436,325.0 555,469.8 467,017.5 541,916.9 493,126.4
Genpact G 70,000 3,129,181 4/15/21 Tyagarajan, N. UT
Evolus 9,000,000 $9.50 $85,500,000 NYSE Amer(a) 28,864 17,942 21,023 20,769 17,242
Pinterest PINS 69,198 5,995,806 4/14/21 Sharp, Evan O Nasd(d) 4,412,126 4,239,816 3,952,302 4,410,479 4,345,249
Futu Holdings Ltd 76,000,000 $130.00 $1,235,000,000 NYSE 15 Most Active
THE WEEK IN STOCKS FOR THE MAJOR INDEXES Inotiv 2,647,059 $17.00 $45,000,003
Avg. Price 21.96 17.55 24.66 19.48 23.78
% Tot Vol 15.50 16.88 18.81 20.02 18.01
12-Month Weekly Friday Weekly 12-Month Change From Zai Lab Ltd 5,716,400 $150.00 $857,430,083 Numbers in thousands save price and percentages. (a) Primary
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
Source: Dealogic LLC, New York City; (212) 577-4400. W/E Thursday. (z) Source: Refinitiv.
Dow Jones Indexes
34200.67 23247.97 30 Indus 34137.31 33815.90 34043.49 –157.18 –0.46 10268.22 43.19 3437.01 11.23
15133.43 7761.00 20 Transp 15133.43 14798.84 15133.43 213.88 1.43 7041.03 87.01 2626.50 21.00 Coming U.S. Auctions
933.37 744.49 15 Utilities 933.37 918.26 918.26 –5.45 –0.59 123.17 15.49 53.62 6.20
11443.48 7478.46 65 Comp 11443.48 11344.69 11429.60 5.25 0.05 3705.55 47.97 1320.89 13.07 Yields (%)
DELTA MARKET SENTIMENT INDICATOR Day When Last
Dow Jones Indexes
43736.00 28441.92 US TSM Float 43736.00 43082.47 43736.00 0.95 0.00 15228.89 53.42 4516.38 11.52 The Delta MSI measures the position of ~1,800 stocks relative to an Issued* Auction
1055.53 693.78 US Market 1055.03 1041.36 1055.03 –0.50 –0.05 359.13 51.61 107.68 11.37 intermediate-term moving average crossover (MAC) point. When
greater than 50% of the stocks followed are above this MAC point, the M
1101.29 646.11 Internet 1045.00 1027.83 1044.85 –10.61 –1.01 395.59 60.93 83.28 8.66
market is bullish and equities are attractive. When the indicator is $57.0 bil 3-month 0.018 0.025
New York Stock Exchange below 50%, risk is elevated and stock exposures should be reduced.
16206.00 10829.44 Comp-z 16206.00 15944.61 16206.00 19.71 0.12 5188.11 47.09 1681.20 11.57 Manager uses discretion on asset allocation when MSI is 50% +/- 3%. $54.0 bil 6-month 0.038 0.040
9596.55 5894.96 Financial-z 9596.55 9401.44 9596.55 28.31 0.30 3493.86 57.25 1303.70 15.72
21505.23 17007.25 Health Care-z 21505.23 21166.25 21505.23 328.93 1.55 3867.50 21.93 1459.56 7.28 Last 2 Weeks 3 Weeks $60.0 bil 2-year 0.153 0.152
8608.51 4776.65 Energy-z 7956.55 7730.48 7795.13 –151.38 –1.91 2003.72 34.60 1292.35 19.87 Current Sentiment Week Ago Ago $61.0 bil 5-year 0.812 0.850
NYSE American Stock Exchange
2860.55 1791.18 NYSE Amer Comp 2813.39 2764.46 2813.39 1.82 0.06 1022.21 57.07 452.49 19.17
BULLISH 72.6% 72.2% 69.4% T
3029.63 2130.12 Major Mkt 3025.61 2996.39 3022.34 -7.30 –0.24 823.60 37.46 275.31 10.02 Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash $62.0 bil 7-year 1.244 1.300
Standard & Poor's Indexes Source: Delta Investment Management
1908.86 1302.16 100 Index 1899.05 1878.70 1898.23 –10.63 –0.56 591.91 45.31 177.73 10.33 * As of Friday afternoon.
www.deltaim.com, (415) 249-6337
4185.47 2820.00 500 Index 4180.17 4134.94 4180.17 –5.30 –0.13 1343.43 47.36 424.10 11.29
5848.62 3963.46 Indus 5836.86 5776.21 5836.86 –11.76 –0.20 1864.66 46.94 539.58 10.19
2745.71 1550.37 MidCap 2745.71 2666.77 2745.71 24.63 0.91 1195.34 77.10 439.09 19.04
1397.66 700.59 SmallCap 1350.06 1303.70 1350.06 2.11 0.16 634.92 88.78 231.13 20.66 U.S. DOLLAR INDEX vs EURO and YEN
Nasdaq Stock Market
14095.47 8604.95 Comp 14016.81 13786.27 14016.81 –35.53 –0.25 5382.29 62.33 1128.53 8.76 Easy Street: The U.S. economy is humming, but Europe’s lag has its central bank
14041.91 8677.60 100 Index 13941.44 13762.36 13941.44 –100.47 –0.72 5154.84 58.67 1053.16 8.17
11219.80 6557.13 Indus 10949.58 10796.45 10949.58 –66.96 –0.61 4316.32 65.07 552.76 5.32 promising to maintain easy-money policy. The U.S. Dollar Index slid 0.8% on the week.
10993.94 7082.34 Insur 10944.45 10775.23 10944.45 –49.49 –0.45 3606.03 49.14 858.02 8.51 20
4843.92 2273.85 Banks 4642.98 4430.95 4642.98 27.75 0.60 2175.94 88.20 1096.09 30.90
9887.55 5695.64 Computer 9820.71 9653.63 9820.71 –48.23 –0.49 4030.67 69.61 1003.19 11.38
504.41 358.81 Telecom 501.46 496.23 501.46 –2.94 –0.58 128.32 34.39 27.33 5.76 s
Russell Indexes 10
EURO in $
2360.09 1552.57 1000 2358.52 2328.94 2358.52 –1.57 –0.07 802.16 51.54 237.65 11.21
2360.17 1233.05 2000 2271.86 2188.21 2271.86 9.19 0.41 1038.80 84.25 297.00 15.04
2506.66 1630.37 3000 2505.79 2470.26 2505.79 –0.88 –0.03 871.66 53.34 257.35 11.45 s
0
1545.06 1020.42 Value-v 1545.06 1524.64 1545.06 0.88 0.06 489.90 46.43 195.44 14.48 YEN in $
2630.78 1689.51 Growth-v 2625.83 2591.67 2625.83 –4.95 –0.19 932.25 55.05 198.06 8.16
3117.57 1887.02 MidCap 3117.57 3043.73 3117.57 21.06 0.68 1220.89 64.37 374.52 13.65
Others -10
9453.85 4988.71 Value Line-a 9453.85 9209.79 9453.85 34.18 0.36 4465.14 89.50 1540.82 19.47 s
663.96 381.09 Value Line-g 663.96 647.15 663.96 1.75 0.26 280.37 73.09 95.19 16.74 DXY (90.83)
15633.17 8263.83 DJ US Small TSM15266.86 14724.53 15266.86 85.52 0.56 7003.03 84.74 2018.19 15.23
1008.13 581.44 Barron's 400 1008.13 982.97 1008.13 4.05 0.40 426.69 73.38 155.94 18.30 -20
M J J A S O N D J F M A
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec.
31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon
M36 BARRON’S April 26, 2021

Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask Coming Earnings
Maturity Bid Asked Chg. Yld. Day Consensus Year
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Estimate Ago
Jun 24 '21 0.02 0.01 .... 0.01
Fixed Line Telecom DJUSFC 142.96 + 6.60 12.02 +4.84 [1] +6.44 [136] +9.18 [98] –3.45 151.29 120.65 Jul 01 '21 0.02 0.01 .... 0.01 Continued from page 13 of the main section.
Specialty Finance DJUSSP 490.47 + 19.03 76.62 +4.04 [2] +50.53 [81] +18.51 [34] +29.39 490.47 330.94 Jul 08 '21 0.02 0.01 .... 0.01
Recreational Products DJUSRP 673.45 + 25.79 158.55 +3.98 [3] +128.52 [8] +30.79 [9] +22.13 673.45 307.12 Jul 15 '21 0.02 0.01 .... 0.01
T
Clothing & Accessories DJUSCF 415.12 + 14.40 42.72 +3.59 [4] +87.85 [29] +11.47 [82] +7.84 415.12 221.29 Jul 22 '21 0.03 0.02 .... 0.02 Corning (Q1) 0.43 0.20
Business Training DJUSBE 201.89 + 6.80 46.11 +3.48 [5] +99.86 [21] +29.60 [11] +10.63 201.89 101.17 Jul 29 '21 0.02 0.01 .... 0.01 DTE Energy (Q1) 2.17 1.66
Railroads DJUSRR 3380.65+ 111.50 411.40 +3.41 [6] +63.57 [65] +13.86 [63] +21.76 3,380.65 2,080.29
Aug 05 '21 0.03 0.02 .... 0.02 Edison International (Q1) 0.73 0.63
Computer Services DJUSDV 192.71 + 6.09 13.39 +3.26 [7] +29.50 [111] +7.47 [110] +6.75 192.71 144.15
Aug 12 '21 0.03 0.02 .... 0.02 F5 Networks (Q2) 2.39 2.23
Aug 19 '21 0.03 0.02 .... 0.02 General Electric (Q1) 0.01 0.05
Auto Parts DJUSAT 632.02 + 17.26 85.84 +2.81 [8] +96.86 [23] +15.72 [43] +5.01 639.49 324.16 Aug 26 '21 0.02 0.01 .... 0.01
Sep 02 '21 0.03 0.02 -0.01 0.02 JetBlue (Q1) -1.69 -0.42
Medical Equipment DJUSAM 2750.92 + 73.17 259.43 +2.73 [9] +40.29 [96] +10.41 [87] +23.30 2,750.92 1,936.76
Sep 09 '21 0.03 0.02 .... 0.02 Matson (Q1) 1.63 0.09
Industrial Suppliers DJUSDS 480.28 + 12.39 36.81 +2.65 [10] +65.12 [64] +8.30 [104] +17.65 480.28 300.02 Microsoft (Q3) 1.78 1.40
Sep 16 '21 0.03 0.02 -0.01 0.02
Mortgage Finance DJUSMF 9.06 + .23 1.36 +2.62 [11] +89.76 [26] +17.71 [37] +9.55 9.06 4.70 Sep 23 '21 0.03 0.02 -0.01 0.02 MSCI (Q1) 2.26 1.90
Residential REITs DJUSRN 250.41 + 6.25 38.71 +2.56 [12] +31.94 [107] +18.28 [35] +11.95 250.98 179.33 Sep 30 '21 0.03 0.02 .... 0.02 Pinterest (Q1) 0.06 -0.10
Business Support Svcs DJUSIV 1021.78 + 24.64 77.20 +2.47 [13] +60.74 [73] +8.17 [105] +19.97 1,021.78 642.33 Oct 07 '21 0.03 0.02 -0.01 0.02 Raytheon (Q1) 0.82 1.78
Diversified REITs DJUSDT 67.91 + 1.46 2.89 +2.19 [14] +48.48 [84] +4.44 [120] +2.26 68.10 44.32 Oct 14 '21 0.03 0.02 -0.01 0.02
Oct 21 '21 0.04 0.03 .... 0.03 Visa (Q2) 1.27 1.39
Retail REITs DJUSRL 90.17 + 1.88 18.97 +2.13 [15] +80.10 [37] +26.65 [17] –.64 90.17 49.39 Waste Management (Q1) 1.01 0.93
Nov 04 '21 0.03 0.02 -0.01 0.02
Health Care Equip & Svcs DJUSMC 2283.57 + 47.50 236.72 +2.12 [16] +40.30 [95] +11.57 [81] +20.22 2,283.57 1,615.96 Dec 02 '21 0.03 0.02 -0.01 0.02 W
Specialty REITs DJUSSR 269.43 + 5.30 29.32 +2.01 [17] +24.59 [121] +12.21 [77] +14.64 269.43 203.40 Dec 30 '21 0.04 0.03 -0.01 0.03 Aflac (Q1) 1.22 1.20
Real Estate Services DJUSES 321.72 + 6.32 37.84 +2.00 [18] +74.90 [47] +13.33 [67] +20.22 321.72 176.79 Jan 27 '22 0.04 0.03 -0.01 0.03
Feb 24 '22 0.05 0.04 -0.01 0.04 Apple (Q2) 0.98 0.64
Real Estate Inv Trusts DJUSRI 155.98 + 2.89 19.35 +1.89 [19] +32.07 [106] +14.17 [58] +8.88 155.98 112.19 ADP (Q3) 1.82 1.92
Mar 24 '22 0.06 0.05 -0.01 0.05
Real Estate DJUSRE 383.31 + 7.09 47.60 +1.88 [20] +34.10 [104] +14.18 [57] +9.33 383.31 271.81 Apr 21 '22 0.06 0.05 .... 0.05 CME (Q1) 1.74 2.33
Net Change % Change and Ranking 52 Week eBay (Q1) 1.08 0.77
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Facebook (Q1) 2.33 1.71
Aluminum DJUSAL 118.57 – 3.14 39.83 –2.58 [131] +431.98 [1] +50.59 [1] –10.57 123.08 20.64 Ford (Q1) 0.19 -0.23
Nonferrous Metals DJUSNF 488.79 – 21.40 140.72 –4.20 [138] +367.86 [2] +40.43 [4] +24.77 510.19 110.89 NYSE HALF-HOURLY VOLUME General Dynamics (Q1) 2.30 2.43
Automobiles DJUSAU 934.39 – 11.32 73.10 –1.20 [105] +333.60 [3] +8.49 [101] +67.87 1,077.96 214.07 Daily 4/19 4/20 4/21 4/22 4/23 Humana (Q1) 7.08 5.40
Automobiles & Parts DJUSAP 1103.75 – 8.03 94.33 –.72 [96] +273.06 [4] +9.35 [97] +47.76 1,239.34 298.71 Moody’s (Q1) 2.82 2.73
Industrial Metals & Mining DJUSIM 343.32 – 9.30 100.46 –2.64 [132] +193.56 [5] +41.37 [2] +10.94 352.62 116.85 9:30-10:00 115,457 117,202 113,768 124,822 97,791 Norfolk Southern (Q1) 2.55 2.58
Furnishings DJUSFH 496.03 + 4.37 131.67 +.89 [44] +154.87 [6] +36.14 [5] +7.91 496.03 186.73 10:00-10:30 49,594 48,617 47,768 49,470 44,798 O-I Glass (Q1) 0.30 0.41
Home Construction DJUSHB 1518.19 – 17.19 373.74 –1.12 [103] +131.89 [7] +32.66 [7] +23.35 1,535.38 684.48 10:30-11:00 46,209 63,185 41,032 41,883 42,024 Boeing (Q1) 0.96 -1.70
Recreational Products DJUSRP 673.45 + 25.79 158.55 +3.98 [3] +128.52 [8] +30.79 [9] +22.13 673.45 307.12 11:00-11:30 36,589 51,587 34,822 37,955 32,139 Yum Brands (Q1) 0.87 0.64
Transportation Svcs DJUSTS 318.38 – 1.92 38.75 –.60 [92] +119.36 [9] +13.86 [62] +4.23 320.30 149.12 11:30-12:00 30,527 42,327 30,081 32,218 26,693 TH
Airlines DJUSAR 231.43 – 5.28 47.43 –2.23 [128] +112.04 [10] +25.78 [19] –5.01 252.35 91.71 12:00-12:30 26,449 31,022 26,829 26,652 23,477 Altria (Q1) 1.04 1.09
Media Agencies DJUSAV 827.34 – 3.77 108.20 –.45 [86] +110.64 [11] +15.05 [46] +14.20 879.24 385.04 Amazon (Q1) 9.48 5.01
12:30-1:00 25,665 33,840 26,366 25,499 23,642
Commercial Vehicles DJUSHR 3466.01 – 33.85 738.93 –.97 [99] +110.42 [12] +27.10 [16] +19.02 3,499.86 1,574.79 Bristol Myers Squibb (Q1) 1.81 1.72
1:00-1:30 22,939 24,832 23,382 50,255 23,957
Heavy Construction DJUSHV 729.33 + 8.30 178.03 +1.15 [37] +109.41 [13] +32.29 [8] +17.82 729.33 315.16 Comcast (Q1) 0.59 0.71
Real Estate Holding & Dev DJUSEH 83.94 – 1.11 21.40 –1.30 [109] +108.11 [14] +34.21 [6] –8.12 85.05 33.74 1:30-2:00 24,267 26,811 24,190 40,323 22,364
Domino’s Pizza (Q1) 2.94 3.07
Durable Hshld Pdts DJUSHD 347.40 + 4.58 62.71 +1.34 [30] +108.02 [15] +22.03 [26] +9.84 347.40 162.36 2:00-2:30 24,886 29,868 26,475 37,859 25,234 Fortune Brands Home & Security (Q1) 1.04 0.81
Recreational Svcs DJUSRQ 108.02 + .69 15.59 +.65 [52] +107.41 [16] +16.87 [40] –10.22 116.85 49.47 2:30-3:00 26,112 29,353 33,097 27,981 25,553 Gilead Sciences (Q1) 2.05 1.68
Construction & Materials DJUSCN 1209.92 + 14.96 239.93 +1.25 [33] +104.92 [17] +24.74 [22] +21.72 1,209.92 589.75 3:00-3:30 35,071 33,448 33,828 35,645 30,492 International Paper (Q1) 0.63 0.57
Bldg Materials & Fixtures DJUSBD 1586.97 + 19.79 303.25 +1.26 [32] +104.38 [18] +23.62 [23] +22.68 1,586.97 785.39 3:30-4:00 392,199 346,521 360,549 335,081 357,536 Mastercard (Q1) 1.58 1.83
Steel DJUSST 315.15 – 2.61 92.06 –.82 [97] +102.74 [19] +41.27 [3] +3.52 322.40 151.08 McDonald’s (Q1) 1.81 1.47
Full Line Insurance DJUSIF 49.34 + .72 11.36 +1.47 [27] +100.46 [20] +29.92 [10] –.13 49.59 24.35 Merck (Q1) 1.61 1.50
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 Northrop Gruman (Q1) 5.48 5.15
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours.
SELECTED INITIAL PUBLIC OFFERINGS PG&E (Q1) 0.28 0.89
Initial Most S&P Global (Q1) 3.08 2.73
Ticker Offer IPO Recent % Hershey (Q1) 1.80 1.63
AMERICAN DEBT AND DEFICITS Code Price Date Price Chg Southern Company (Q1) 0.83 0.78
Thermo Fisher Scientific (Q1) 6.67 2.94
Latest Preceding Year AgoYear over Year Agiliti AGTI 14.00 4/23 16.40 17.1% Twitter (Q1) 0.14 0.11
Report Report Report % Chg Impel NeuroPharma IMPL 15.00 4/23 15.00 0.0% Xcel Energy (Q1) 0.61 0.56
Latham Group SWIM 19.00 4/23 27.25 43.4% F
Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 …. Rain Therapeutics RAIN 17.00 4/23 15.80 -7.1% AbbVie (Q1) 2.81 2.42
Budget Surplus/Deficit (bil. $)-b, March ........................... –659.59 –310.92 –118.99 454.32 Treace Medical TMCI 17.00 4/23 25.53 50.2% Chater Communications (Q1) 4.25 1.86
KnowBe4 KNBE 16.00 4/22 23.06 44.1%
CBOE Global Markets (Q1) 1.38 1.65
Trade Deficit (bil. $, sa)-c, February................................... –71.08 r-67.82 –38.01 87.00 Chevron (Q1) 0.95 1.29
NeuroPace NPCE 17.00 4/22 25.44 49.6% Clorox (Q3) 1.47 1.89
Treasury Gross Public Debt. (bil. $)-d ............................... 28,155.0 28,083.6 24,609.3 14.41 Zymergen ZY 31.00 4/22 39.88 28.6% Weyehaeser (Q1) 0.88 0.18
Treasury Statutory Debt Limit (bil. $)-d............................. * 21,987.7 …. …. DoubleVerify Holdings DV 27.00 4/21 34.24 26.8% (Earnings are diluted and report dates are tentative. All fore-
SkyWater Technology SKYT 14.00 4/21 20.96 49.7% casts and historical numbers exclude extraordinary items by
Consumer Installment Debt (bil. $)-e, February.............. 4,205.8 r4,178.2 4,221.4 -0.37 accounting definitions.)
UiPath PATH 56.00 4/21 74.84 33.6% Source: FactSet
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury Infobird IFBD 4.00 4/20 4.22 5.5%
Statement, e-Monthly Federal Reserve Release.*Statutory debt limit temporarily suspended through July 31, 2021.

PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg

No Activity for this Week Trade

Production No Activity for this Week
Electric power, (mil. kw hrs) (EEI) .................................................. Apr 17 66,881 67,321 64,061 4.40 Inflation
Petroleum, related capacity, % ...................................................... Apr 16 85.0 85.0 67.6 25.74
Rotary rigs running, U.S. & Can., (Hughes) .................................... Apr 23 493 495 491 0.41 JOC–ECRI Industrial Price Index f .................................................. Apr 23 142.85 139.84 68.41 108.81
Steel, (thous. tons) ........................................................................ Apr 17 1,770 1,761 1,277 38.61 Employment
Steel, rated capacity, % (AISI)........................................................ Apr 17 78.0 77.6 57.0 36.84
Initial jobless claims (thous.) ........................................................ Apr 17 547 r586 4,202 –86.98
Consumption and Distribution Continuing claims (mil.) ................................................................ Apr 10 3.674 r3.708 16.070 –77.14
Instinet Research Redbook Avg. (monthly %) ................................ Apr 17 –25.50 –17.15 –12.41 …. Construction
Baltic Dry Index ............................................................................. Apr 23 2,788 2,385 665 319.25
New home sales, (thous. units)...................................................... Mar 1,021 r846 612 66.83 No Activity for this Week

Inventories Other Indicators

Citi Research Panic–Euphoria Reading .......................................... Apr 23 1.22 r1.17 –0.10 ….
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Apr 16 493,017 492,423 518,640 –4.94
Index of coincident indicators h ..................................................... Mar 104.0 r103.4 106.0 –1.89
Gasoline, (thous. bbls) .................................................................. Apr 16 234,982 234,897 263,234 –10.73
Index of lagging indicators h .......................................................... Mar 105.1 r105.6 110.8 –5.14
Orders Index of leading indicators h .......................................................... Mar 111.6 r110.2 103.4 7.93
Coincident to lagging ratio h .......................................................... Mar 0.99 r0.98 0.96 3.13
No Activity for this Week 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.
April 26, 2021 BARRON’S M37

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 CapitalBancorp Gaming&Leisure Latham SyneosHealth AppliedGenetic FinchTherap McapAcqnWt SkillfulCrafts Assurant FederalRealty MagnumOpus Systemax
CapitalProduct Garmin LeeEnterprises Tech&Energy Applovin FinServ II A MeaTech3D SkyWaterTech AssuredGuaranty FederalSignal MaidenNts43 TCW Spac A
New Highs 646 18 380 CarecloudPfdA GeneralFin LeggMasonLVHD TexasRoadhouse ApreaTherap FinServ II Wt MediciNova SlamA AthenaTech Ferguson MaidenNts46 Tegna
New Lows 114 4 261 Carlyle GeneralFinNts25 LGI Homes ThimblePointA ArrayTech FirstCapital MedicusSciA SoaringEagleA Athene FidNatlFin MainStreetCap TPGPaceBenII
CasellaWaste GladstoneCap LivaNova TioTechA AscendisPharma FirstMidBncpPfdC MedicusSciWt SoaringEagleWt Atkore FigureAcqnI Wt Manpower TPG RE Fin
CaseysGenStores GladstoneComm LiveOakBcshs Tiptree AspenGroup FoghornTherap MedTechAcqnWt SolenoTherap AtlasPfdG FigureAcqnI A Marsh&McLen TaiwanFund
NYSE AMER ChefsWarehouse GladstoneInvPfdE LKQ TractorSupply AssemblyBiosci FusionPharm Metacrine SoligenixWt AtlasPfdI FinTechEvolA MartinMarietta Target
ChinaBiologic GladstoneInvt LongTermCareETF Tradeweb AST Space GaleraTherap MetenEdtechX SoYoungIntl Atotech FirstAmerFin Mastercard TeekayLNG PfdB
NEW HIGHS CincinnatiBncp GladstoneLand Lovesac TreaceMed AuburnNatlBncp GBS MetroMile SportsTekAcqnWt AusterlitzI Wt FirstEagleSrLoan Maximus TeklaHlthcrOppsFd
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BallantyneStrong FT EnerIncome CocaColaCon GlbXMSCISuperDiv McapAcqnA TwinDisc AxsomeTherap GoldenbridgeWt MotionAcqnWt SVF Invt Wt AutoNation FT InterDurPfd MesabiTrust TextainerPfdA
NEW LOWS Coherent GlbXS&P500Catholic McapAcqnWt UFP Inds B.RileyPrin150Wt GoresVII A Movano SyrosPharm AutoZone FT MLP&Energy MetLife Textron
BM Tech Daxor DocumentSecSys RaMedicalSys ColumbiaFin GlbXS&PCathDvxUS MDC Partners UnionBankshares BellerophonTherap GoresVII Wt NeptuneWellness TCV Acqn Avantor FT SrFR2022 MetropolitanBk 3M
ColumbiaSportswr GlbXSuperDivdREIT Medpace UnitedTherap BeyondSpring GracellBiotech NeuBaseTherap TD Holdings AvantorPfdA FT SpecFin MettlerToledo TItanIntl
NASDAQ ComputerTask GlbXSuperDividAlt MercerIntl Uxin BiomeaFusion GraybugVision NeuroBoPharm TekkorpDigitalWt AveryDennison Flaherty&CrumDyn MexEqIncoFd Toro
Concentrix GoldenArrow MeridianBancorp VangdIntlHiDiv Biomerica GrowthCapWt NeuroPace TherapAcquisition AxaltaCoating Flaherty&CrumTR MexicoFund TorontoDomBk
NEW HIGHS ConcretePumping GoldenbridgeAcqn MeritMedical VangdRuss1000 BrainstormCell GWG NewVistaAcqnWt TioTechA BCE FlameAcqnA MidAmApt TraneTech
AcadiaHealthcare Fastenal InvestorsBancorp PotlatchDelt Core-Mark GoldenbridgeAcqn MGE Energy VangdRuss1000Grw BreezeHldgsWt Gyrodyne Nikola TishmanSpeyII Wt BNYM AlcGlb2024 FlameAcqnWt ModineMfg Transalta
ADP FGFinancial InvscActMgdETC PPD Corvel GoldenbridgeWt Microsoft VangdRuss1000Val BriaCellTherap HappinessBiotech NocturneAcqn TomiEnvl BNYM StrMuni FlexLNG MolinaHealthcare TransUnion
AdvantageSolnsWt FifthThirdPfdB InvscDivAchvrs PRA HealthSci CowenNts2033 GoldenOcean Middleby VangdRuss3000 BridgetownA HelixAcqn NuCana TreaceMed BoaAcqnA Floor&Decor MonmouthRE PfdC TriPointe
Affimed FinServ II A InvscDWACnsStpls PreferredBankLA CRA Intl GolubCapital MonroeCapital VangdTotIntlStk BridgetownWt HomologyMed NuvveHolding TroikaMedia BcoSantChile FomentoEconMex Moody's TritonIntlPfdB
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AstroNova FT DW Momentum iShESGIUSALdrs SeelosTherap EnergyRecovery ImpelNeuro PathfinderBncp XomaPfdB ContraFect InvscBull2021CpBd PropTechInvII Wt XomaPfdB Blackstone Gap NuvCoreEqAlpha UtzBrands
Atlanticus FT EM EquitySel iShGlbTimber ServisFirstBcshs EnterpriseBncp Infobird PetIQ XPEL CornerGrowthWt IonisPharma ProspectorCapWt ZaniteAcqnWt BlackstoneLSCred Gartner NuvDow30Dyn VEREIT
AtlCapitalBcshs FT EM SC Alpha iShGlobalInfra SharpsCompliance EnthusiastGaming InMode PLBY Group YorkWater CovaAcqnWt iQIYI ProtaraTherap Zymergen BlackstoneStrCred GencoShipping NuvMN QualMuni VICI Prop
AtriCure FT EuropeAlpha iShGSCICmDynRoll Shineco EquityBcshs IntegraLifeSci PLxPharma ZebraTech Cuentas BoiseCascade GeneralDynamics NuvMuniCredit VOC Energy
AuthenticEquityA FT GlbNatRscs iShMornMCValue ShockwaveMed ExlService IntuitiveSurgical Pool Zymergen BootBarn GeniusSportsWt NuvMuniCredit VailResorts
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BurgundyTechWt FT TotalUSMkt KismetThreeA StevenMadden Akoya EnvlImpactWt LixteBiotechWt SarissaCapWt Accenture CrestwoodEquity InvescoMuniOpp RaytheonTech BurfordCapital GuggCreditAlloc Oshkosh WasteConnections
CalamosConvHi FT UK Alpha KnowBe4 StratusProp AlkamiTech Epizyme LongboardPharm ScionTechI Wt AcuityBrands CrossAmerPtrs InvescoMuni RealtyIncome BylineBancorp GuggEnhEquFd OtisWorldwide WasteMgt
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Cantaloupe FTIntlDevCapStr LandstarSystem SVB Fin AlphaCapWt EvofemBiosci LuciraHealth SeniorConnectI Wt AdvDrainageSys CubeSmart IvyHiIncomeOppsFd ResoluteForest CIT Group HancockTaxAdvDiv PGIM GlbHYFd WeingartenRealty
CapitalaFinNts22 FTMuniHiIncm Lantheus SVB Fin PfdA AltitudeAcqnWt FangddNetwork MarqueeRaineWt ShiftPixy AdvMergerPtrsA CurtissWright JELD-WEN RexfordIndlRealty CVS Health HarleyDavidson PIMCOCorp&Incm Welbilt
CapitalaFinNts22 GalectinTherap LargoResources SVF Invt 3 AngionBiomed FedNat McapAcqnA SigilonTherap AegonCapSec AEB CushingNextGen JacobsEngg RiverNthMgdDur Cabot HealthcareAmer PIMCOCorporate WellsFargo
Aenza CustomTruckWt JamesHardie RiverNthOppMuni CalWtrSvc HealthpeakProp PIMCO DynIncmFd WellsFargoGlbDiv
AffiliatedMgrs CustomersBncpNt34 HancockPremDiv RobertHalf CamdenProperty Heico A PIMCOIncOpFd WescoPfdA
AgilentTechs DTE Energy JohnsonControls Rogers CanNtlRlwy HerculesCapital POSCO WestFraserTimber
CONFERENCE CALL CALENDAR Agiliti Dana JPMChasePfdJJ RoyalBkCanada CantelMedical Hershey PPG Ind WestPharmSvcs
agilon health Danaher KB Home RoyceValue Carlisle HewlettPackard PSBusinessParks WestAllianceBcp
Earnings - Related Albertsons DanaherPfdA KBR S&P Global CarriageSvcs HiIncomeSecsFd Parsons WstAstOppFd
Company Date Time Earnings-Related Period Alcoa DanaherPfdB KKR SCE III Pfd CarrierGlobal HighlandGlbAlloc PenskeAuto WesternUnion
AldelFin DE InvDivInco KKR Pfd C SCE VI Pfd L Cato HiltonGrandVac Pentair WestlakeChemPtrs
3M Co April 27 8:00AM Q1 AlexandriaRlEst DellTechC KKR Nts 2061 SITE Centers CedarRealtyPfC HollyEnergy PhilipMorris WestRock
A. O. Smith April 29 9:00AM Q1 AlleghenyTechs Deluxe KT SITECtrsPfdA Celanese HomeDepot PIMCO NY MuniII Weyerhaeuser
Abbvie April 30 8:00AM Q1 Allegion Diageo KSCitySouthern SK Telecom CharahSolutions DR Horton PIMCO NY MuniIII Whirlpool
ABIOMED April 29 7:00AM Q4 AlliaBernGHIncFd Dick's KenonHoldings SPX CharlesRiverLabs Hovnanian PioneerHiIncmFd Wiley A
Advanced Micro Devices April 27 4:00PM Q1 Allstate Domtar KensingtonII A STAG Indl ChesapeakeUtil HubSpot PivotalInvtIII A Wiley B
AltaEquipment DonnelleyFin KensingtonII Wt StoreCapital ChinaGreenAg HuntingIngalls PlymouthIndREIT Wipro
Aflac April 29 8:00AM Q1 AmCampus DoubleVerify KimcoRealty SafeBulkersPfdC ChunghwaTel ICL Group Polaris WolverineWwide
Align Technology April 28 3:30PM Q1 AmerEagle Dover Knoll SafeBulkersPfdD Cigna IDACORP PortlandGenElec WyndhamHtls
Alphabet April 27 4:00PM Q1 AmerEqInvLifePfB Duff&PhelpsUtil KnotOffshore SanJuanBasin ClearBridgeMLP TR IHS Markit PostHoldings XAIOctagonPfd
Altria April 29 8:00AM Q1 AmerEqInvPfdA DukeEnergy Knowles SantanderCons Coca-Cola Euro IQVIA Primerica Xylem
Amazon.com April 29 4:30PM Q1 AmericanFin DukeRealty KoninklijkePhil Sasol Coca-Cola Femsa ITT PrincipalRealEst Yeti
Ameriprise Financial April 27 8:00AM Q1 AmHomes4Rent DynagasLNG PfdB KontoorBrands SaulCentersPfdD C&S CEOppFd IberePharmA Prologis ZimIntShipping
Amgen April 27 4:00PM Q1 Ameriprise DynagasLNG PfdA KornFerry SealedAir C&S QuIncmRlty IberePharmWt PrudentialFin Zhihu
AmerisourceBrgn DynexCapital KronosWorldwide SeaWorldEnt C&S REIT&Pfd IDEX PublicServiceEnt ZimmerBiomet
Aon PLC April 30 7:30AM Q1 Ametek elfBeauty LG Display SelectMedical CohenStrSelPrfInco IllinoisToolWks
Apple April 28 4:00PM Q2 AngelOakFinStr EMCOR LSB Inds SempraEnergy NEW LOWS
Avalonbay Communities April 29 12:00PM Q1 AnnalyCapPfdF EPAM Systems L3HarrisTech SendasDistrib ADC Therap CypressEnvl HorizonTechNts26 ReinventTechWt
Baxter International April 29 7:30AM Q1 Anthem EaglePointPfdB LabCpAm SensientTech AdvMergerPtrsA DPCM Cap Wt Hyliion ReinventTechZ
Bio Rad Laboratories April 29 5:00PM Q1 AptIncmREIT EaglePointNts28 LazardGlblFd SherwinWilliams Aenza DelwindsInsWt IonAcqn2 A ReinventTechZ A
Boeing Co April 28 9:30AM Q1 ApartmtInv EastGroup Leaf ShinhanFin AevaTech DigitalRealtyPfC IberePharmA RiverFlexMunII
Boston Properties April 28 9:00AM Q1 ApolloComRlEst Eaton Leggett&Platt SimonPropA AfricanGoldWt dMYTechIIIA IberePharmWt RomeoPower
ApolloSrFRFd EtnVncRiskMngd LennoxIntl SkechersUSA AltimarAcqnIIWt DoubleVerify KKR Nts 2061 SimonPropWt
Bristol-Myers Squibb Co April 29 8:00AM Q1 ApolloTactical EtnVncSrFltRte LeoHoldingsIII A Smucker AmericasTechWt EQ Health Wt KensingtonII A SocialCapHedIV A
Cabot Oil & Gas April 30 8:30AM Q1 AppliedIndlTechs EtnVncTxAdvGbl LeoHoldingsIIIWt SnapOn ApolloStratGrWt EmergentBiosol KensingtonII Wt SocialCapHedosIVWt
Capital One Financial April 27 4:00PM Q1 Aptargroup EtnVncTxAdvOpp LeviStrauss SonocoProducts ApolloStratII Wt ErosSTX Lannett Spartan II Wt
Caterpillar April 29 7:30AM Q1 ArborRealty EtnVncTxMgd LexingtonRealty SouthJerseyUn ArctosNorthA Exterran LeoHoldingsIII A SunlandsTech
CBRE April 29 7:30AM Q1 ArborRealtyPfdB EtnVncByWrFd LifeStorage Southern ArctosNorthWt FarPeakAcqnWt LeoHoldingsIIIWt SupernovaPtrsII A
Centene April 27 7:30AM Q1 ArcelorMittal EdwardsLife Linde SouthernUnSeriesA AtlasCrestInvtWt FinTechEvolA LiveOakMobilityA SupernovaPtrsA
CH Robinson Worldwide April 27 4:00PM Q1 ArcelorMittalNts EllingtonFin LiveOakMobilityA SpartanAcqnIII Wt AusterlitzI Wt FirstMarkHorizon MDH Acqn Wt SwitchbackII Wt
Chevron April 30 10:00AM Q1 ArcherDaniels Enbridge LloydsBanking SpiritRealtyCap AusterlitzI A FlameAcqnA MusicAcqnWt TCW Spac A
ArctosNorthA EncompassHealth Loews SpragueRscs AusterlitzII A FlameAcqnWt NGL Energy TLGAcqnOneWt
Church & Dwight Co April 29 9:00AM Q1 Ardagh EnerTransferPfdD LouisianaPacific StanleyBlackDck AusterlitzII Wt FortressCapWt NaviosMaritime TPGPaceBenII
Cincinnati Financial April 29 10:00AM Q1 AresAcqnA EnerTransferPfdE Luby's StanleyB&D Un BoaAcqnWt FreedomI A NorthernStrIII A TPGPaceTechWt
Clorox Co April 30 12:30PM Q3 AresDynamicCredit EnerTransferPfC MDH Acqn A Stantec BroadmarkRltyWt FreedomI Wt NorthernStrIV A TailwindIntlWt
CME April 28 7:30AM Q1 ArlingtonAssetPfB Equifax MDU Rscs SteelPartners CCNeubergerIII Wt FusionAcqnIIA NovusCapII Wt TelecomArgentina
CMS Energy April 29 8:30AM Q1 ArmadaHofflerPfA EquityLife MFS HiIncoMuni SteelPtrsPfdA CapitolInvV Wt FusionAcqnIIWt ON24 ThomaBravoAdv
Comcast April 29 7:30AM Q1 ArmourResPfdC EssentGroup MFS MuniTr Stepan CatchaInvtWt GTT Comm OscarHealth USHG Acqn A
DexCom April 29 3:30PM Q1 ArmstrongWorld EssentialProp MFS SpcVal Steris SchwabPfdC GenieEnergy PineIslandWt USHG Acqn Wt
ArrowElec EssexProp MGIC Investment Strats Dom GJP ChurchillVI Wt GigCapital3Un PivotalInvtIII A UWM
Digital Realty Trust April 29 4:30PM Q1 AshfordHospPfdG EsteeLauder MGMGrowthProp Stryker ChurchillVII Wt GigCapital3 PivotalInvtIII Wt UiPath
DTE Energy Co April 27 8:00AM Q1 AshfordHospPfdH EuropeanEqFd MPLX SunComms CloopenGroup GuildHldgs PrimaveraCapWt WarriorTechA
eBay April 28 5:00PM Q1 AshfordHospPfdI EverestRe MSCI SunLifeFinancial ComputeHlthWt H.I.G.AcqnWt PrimeImpactIWt WarriorTechWt
Continued on Page M23. AshfordHospPfdF ExtraSpaceSt MacqFstTrGlbl Sunoco ConcordAcqnWt Haemonetic QuantumFinWt XL Fleet
Source: CCBN, www.ccbn.com AshlandGlobal FactSet MacqGlblInfra SupernovaPtrsII A CooTekCayman HighlandTranIWt RedBallAcqnWt Zymeworks
AspenInsPfd FairIsaac MagnaIntl Synnex CrownPropWt Hims&HersHealth
M38 BARRON’S April 26, 2021

Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, April 23, 2021 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 0.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 3.25 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008968 .0008955 1115.09 1116.65
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0051 .0052 194.5500 193.0000
Avg effective offer 0.07 0.07 0.06 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1193 .1185 8.3852 8.4356
Avg weekly auction-c 0.07 0.07 0.05 Switzerland (Franc) 1.0943 1.0872 .9138 .9198
4.40 0.85 Argentina (Peso)-y .0107 .0108 93.1443 92.8002 Taiwan (Dollar) .03566 .03538 28.046 28.266
T-Bills Rate Australia (Dollar) .7746 .7736 1.2910 1.2927 Thailand (Baht) .03185 .03205 31.400 31.200
13 weeks, Coupon Yield 0.025 0.020 0.127 Bahrain (Dinar) 2.6523 2.6525 .3770 .3770 Turkey (New Lira)-d .1194 .1239 8.3771 8.0720
13 weeks, Auction Rate 0.025 0.020 0.125 3.60 0.75 Brazil (Real) .1826 .1790 5.4760 5.5879 .0358 .0357 27.9500 28.0500
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.041 0.041 0.147 Bulgaria (Lev) .6184 .6126 1.6172 1.6325 U.K. (Pound) 1.3881 1.3840 .7204 .7225
26 weeks, Auction Rate 0.040 0.040 0.145 S&P 100
s Canada (Dollar) .8015 .7995 1.2477 1.2507 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.02 0.02 0.17 Chile (Peso) .001402 .001423 713.40 702.80 Financial .02268 .02259 44.095 44.275
2.80 0.65 .1540 .1534 6.4954 6.5209 ----
Broker Call Rate China (Renminbi)
2.00 2.00 2.00 Euro 1.2098 1.1982 .8265 .8346
Colombia (Peso) .0002756 .0002775 3628.50 3603.01
Bankers Acceptances Croatia (Kuna) .1598210 .1583030 6.26 6.32 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 0.12 0.12 1.50 2.00 0.55 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 0.13 0.13 1.51 Commercial rate .04685 .04623 21.343 21.629 2005. y-floating rate.
3 months 0.15 0.15 1.51 Denmark (Krone) .1627 .1611 6.1481 6.2062
6 months 0.20 0.20 1.52 1.20 0.45 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
s Egypt (Pound)-y .0637 .0638 15.7000 15.6781
Euro Libor Rate CBOE Hong Kong (Dollar) .1289 .1287 7.7593 7.7715
1 month -0.572 -0.578 -0.400 Hungary (Forint) .003329 .003316 300.42 301.59
3 months -0.543 -0.545 -0.152
0.40 0.35
M J J A S O N D J F M A Iceland (Krona) .008000 .007910 125.00 126.43 ARMS INDEX
6 months -0.523 -0.525 -0.068 India (Rupee) .01336 .01342 74.868 74.540
12 months -0.492 -0.498 -0.011 Source: CBOE
Indonesia (Rupiah) .0000688 .0000687 14525 14565
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3074 .3050 3.2536 3.2790
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Japan (Yen) .009270 .009190 107.88 108.81
1 month 0.11 0.12 0.44 the index is the number of advancing stocks divided by the number of
3 months 0.18 0.19 0.89 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002323 .002324 430.41 430.26
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.3210 3.3171 .3011 .3015
6 months 0.20 0.22 0.92 High bullish readings in the Consensus stock index or in the .1251 .1248 7.9960 8.0111 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.28 0.29 0.94 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2433 .2424 4.1095 4.1260 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 4/19 4/20 4/21 4/22 4/23
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 2.45 Floating rate .0504 .0502 19.8331 19.9298
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .7198 .7146 1.3893 1.3994 NYSE .68 1.14 .50 .91 .66
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1205 .1195 8.2967 8.3697 NYSE American .53 .80 .09 .59 .39
Switzerland 0.00 0.00 0.50 Consensus Bullish Sentiment 76% 75% 75% Oman (Rial) 2.5972 2.5974 .3850 .3850 Nasdaq .52 .98 .42 1.04 .65
Britain 0.10 0.10 0.10 Pakistan (Rupee) .00651 .00653 153.625 153.250
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (816) 373-3700. editor@consensus-inc.com Philippines (Peso) .02072 .02068 48.255 48.345
Other Money Rates Poland (Zloty) .2655 .2638 3.7664 3.7913
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2746 .2746 3.6418 3.6411 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 2.37 2.38 2.36 Bullish 52.7% 53.8% 56.9% Russia (Ruble)-a .01336 .01323 74.872 75.609
Bearish 20.5 24.6 20.4 12-Month Year Week %
Bank money market-z 0.07 0.07 0.16 Saudi Arabia (Riyal) .2666 .2666 3.7503 3.7508
Neutral 26.8 21.6 22.7 High Low 4/22 4/15 Ago Chg.
Interest Checking-z 0.04 0.04 0.06 Singapore (Dollar) .7537 .7495 1.3268 1.3343
6-Month Certif-z 0.13 0.13 0.28 Source: American Association of Individual Investors, South Africa (Rand) .0700 .0699 14.2826 14.3128 1027.59 594.91 Gold mining 1011.20 1027.59 594.91 –1.59
12-Month Certif-z 0.18 0.18 0.46 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.18 0.18 0.49 Market Vane
5-Year Certificates-z 0.32 0.32 0.68 Bullish Consensus 57% 57% 53%
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. Year
Prev. Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Handy & Harman 4/23 4/16 Ago
Member Bank Latest Week Ago
the Federal Reserve on a weekly average basis. Indicator 46.2% 49.7% 48.8% Gold, troy ounce 1781.80 1774.45 1715.90
Reserve Chgs. (Mil. $) Week Change Change
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 26.03 26.08 15.08
Factset. z-Bankrate.com. New York, NY 10019 (844) 207-1445. timsupport@timgroup.com One week ended Apr 21: Base for pricing gold and silver contents of shipments and for
making refining settlement.
U.S. Gov't securities: Price Premium Premium
Bought outright 7,232,329 + 66,462 +1,780,557 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1848.91 71.11 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 1866.69 88.89 5.00
Week Week Week Week Week Week Mexican Peso 2151.49 8.00 0.37
Reserve bank credit: Austria Crown 1745.60 3.00 0.17
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 869 + 161 -34,084 Austria Phil 1866.69 88.89 5.00
Corporate (z) 27,388 r26,452 41,544 general obligation municipal bonds.) U.S. Eagles 1866.69 88.89 5.00
Secondary Credit .... .... ....
Municipal (z) 9,929 r8,212 8,181 2.26 2.26
2.36 Premium is the amount over the value of the gold content in the
Seasonal Credit .... .... ....
Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 coin. Source Manfra, Tordella & Brookes, Inc.
Float -94 + 140 + 110 Bullion spot gold price 1777.80
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 39,474 + 1,112 + 3,539
1.57 1.57 2.22 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 7,761,821 + 69,504 +1,310,612
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.46 3.46 3.83 Gold stock 11,041 .... ....

2.78 2.75 4.33 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... Cold Bugs: Covid spread in Asia and
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,630 + 14 + 434 Latin America lifted gold’s price. It rose
Confidence Index (High-grade index divided by inter-
mediate-grade index; decline in latter vs. former generally +.18 +.17 +.56 Total 7,850,272 + 69,681 +1,312,169
0.5% on the week, to $1,782 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,158,251 + 5,053 + 267,401
56.5 57.2 51.2 Treas. Cash Hldgs 67 -11 -234
Corp Bonds, (y) 2.33 2.28 2.72 100
Other Confidence Indicators: Treas. Fed Deposits 1,015,902 + 90,808 + 114,571 Barron's Gold Mining Index (1011.20)
v-Week ended Thursday. y-Yield to maturity, week ended Thursday.
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 31,246 -771 + 14,953

s
Bloomberg Barclays US Long Treasury*(This Other Fed Deposits 441,043 + 117,905 + 172,074
80
index measures the performance of fixed-rate, nominal US
Other FR liab/cap 51,620 -507 -14,631
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) ADJUSTABLE MORTGAGE BASE RATES 60
4208.54 4184.43 5033.95 Total factors 4,024,817 + 222,039 + 590,218
YOY
Reserves F.R. banks 3,825,455 -152,358 + 721,951
Bloomberg Barclays US Credit (This index Apr 23 Apr 16 Yr. Ago % Chg 40
includes all publicly issued, fixed-rate, non-convertible, invest- 1 Year Treas Bills 0.06 0.06 0.21 -71.43 Fgn hold U.S. debt 3,559,766 + 5,767 + 239,577
ment-grade, dollar-denominated, SEC-registered corporate 2 Year Treas Notes 0.16 0.16 0.22 -27.27 20
debt. All issues have at least one year to maturity and outstand- Reserve Aggr (Mil. $) Latest Prev. Month % Year
3 Year Treas Notes 0.35 0.35 0.27 29.63
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) Month Ended February: Month Month Chg. Ago s
5 Year Treas Notes 0.85 0.88 0.38 123.68 0
3275.96 3282.20 3126.18 10 Year Treas Notes 1.62 1.68 0.68 138.24 Total Reserves: 3,345,900 3,153,800 6.09 1,726,900 Handy & Harman Gold Price
Ryan Labs Treasury Index (Index of total return from 20 Year Treas Bds 2.19 2.25 1.11 97.30 Nonborrowed Res 3,292,500 3,101,200 6.17 1,726,900 -20
active Treasury notes and bonds. Dec. 31, 1996=100.) 11th District % Feb 0.408 0.408 0.989 -58.75 Borrowed Reserves 53,476 52,591 1.68 3 M J J A S O N D J F M A
FHFA PMMS+ 2.64 2.64 3.63 -27.27
313.51 313.37 338.05 Monetary Base 5,446,900 5,248,000 3.79 3,454,500
Fed annualized yields adjusted for constant maturity.
April 26, 2021 BARRON’S M39

Market Laboratory
Top 5 Insider Purchases by Company in 2021 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 15 877 39,030 $ 44.52 NYSE NYSE
Marker Therapeutics ...................................... MRKR 13 54,999,992 96,249,986 $ 1.75 Globe Life .198
Monday Thursday Tuesday Conagra Brands .275 Bank of Montreal .847
Hamilton Beach Brands ................................. HBB 10 202,652 3,627,471 $ 17.90 (April 26) (April 29)
Guess .112
(April 27)
DCP Midstream .39 Carrier Global .12
Humana Inc .70 Ellington Financial .14
Joann .............................................................. JOAN 10 152,550 1,800,035 $ 11.80 American Financial Grp .50 Alamo Group .14 James Hardie Indus ADR .55 Antero Midstream .225 Citigroup .51
Enterprise Pdts Partners .45 Coca-Cola Femsa ADR 1.273
Nacco Industries ............................................ NC 10 43,832 1,051,091 $ 23.98 Canadian Pacific Rail .744 Buckle .33 JPMorgan Chase .90 Aptargroup .38
Genesis Energy .15
Ellington Financial .10 HSBC Holdings ADR .75 Banco Bilbao Vizcaya .07 CompanhiaSBEDP ADR.071
Methode Electronics .11 Grupo Aval Acciones .025
General Electric .01 Shaw Communications .078 OGE Energy .403 Bk of NY Mellon .31 NRG Energy .325
Top 5 Insider Sales by Company in 2021 Harmony Gold Mining .077 Wabash National .08 Oxford Industries .37 Intercorp Finl Svcs .77
Morgan Stanley .35 Turkcell Iletisim ADR .121
NiSource .22
Number of Number of Avg. Ingredion .64 Friday Quaker Chemical .395 Wednesday Northwest Natural .48 Saturday
Company Symbol Insiders Shares $ Value Price McCormick & Co .34 (April 30) RPM Intl .38 (April 28) PermRock Royalty .045 (May 1)
McCormick Vtg .34 Altria Group Science Applications Intl .37
.86 Citizens Financial Group .39 PNM Resources .327 NONE
C3Ai ................................................................ AI 21 2,871,492 247,621,662 $ 86.23 Stryker Corp .63
Tuesday Arcosa .05
SYNNEX .20
First Republic Bank .22 Pzena Invt Management .03
Sunday
Square ............................................................ SQ 20 1,961,801 456,775,622 $ 232.83 (April 27) Argan .25 Kenon Holdings 1.86 Sendas Distribuidora .056
Trinity Industries .21 (May 2)
Carvana .......................................................... CVNA 19 1,532,984 420,419,554 $ 274.25 MSC Industrial Direct .75 Atlas .125 Waddell & Reed Financial.25
Knot Offshore Partners .52 Sterling Bancorp .07
NONE
Datadog .......................................................... DDOG 18 4,780,025 455,868,342 $ 95.37 Wednesday
B & G Foods .475 Watsco 1.95 Thursday Targa Resources .10

Palantir Technologies .................................... PLTR 18 14,917,754 364,379,095 $ 24.43

BankUnited .23 Watsco B 1.95 (April 29)
Unum Group .285 Monday
(April 28) Brady Cl A .22 Western Midstream .315
Xerox Holdings .25 AES .15 (May 3)
Agilent Technologies .194 Danaher .21 Zimmer Biomet Holdings .24 Ally Financial .19 Friday Constellation Brands A .76
STOCK SPLITS/DIVIDENDS Bank Of Nova Scotia .716 Edison Intl .663
Saturday AO Smith .26 (April 30) Constellation Brands B .69
Cdn Imperial Bank 1.158 EMCOR Group .13
ARC Document Sol .02 Aon .51 Itau Unibanco Holding .003
Record Ex-Dividend Payment Stellantis .381 EOG Resources .412 (May 1) NONE
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Winnebago .12 FinVolution Group ADR .17 Sunday NASDAQ
Foot Locker .20 (May 2)
Canadian Pacific Railway-CP (NYSE)................................................ 5-for-1 5-05 5-14 5-13 GFL Environmental .011 NONE
Tuesday Kentucky First Fed Bncp .10 Hasbro .68
Ohio Valley Banc .21 Lifetime Brands .043
SPECIAL DIVIDENDS NASDAQ (April 27)
Old Second Bancorp .05 National Security Group .06
.06 First Busey .23 Cal-Maine Foods .034
Record Ex-Dividend Payment Monday Marvell Technology
Entegris .08
Plains All Amer Pipeline .18 Peoples Bancorp .36
Company Name-Ticker Symbol (Exchange) Amount Date Date Date NetApp .48 Global Water Res .024 Plains GP Holdings .18 Signature Bank .56
(April 26) QAD Cl A .072
Investar Holding .07
loanDepot-LDI (NYSE) .......................................................................... 0.61 5-03 4-30 5-18 Elbit Systems .44 Thursday JOYY ADR .51 QAD Cl B .06
Scholastic .15
Saturday
Union Bankshares .33
Tuesday (April 29) McGrath RentCorp .435 VSE .09
Virtus Invt Partners .82
(May 1)
Johnson Outdoors Cl A .21 Momo ADR
DIVIDEND PAYMENT REDUCTIONS (April 27) .62
Wednesday NONE
Atlantic American .02 Friday Morningstar .315 Friday Sunday
Adjusted % Record Ex-Div Payment Patterson Cos .26 (April 28)
National Research .12 (April 30) (April 30)
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date WD-40 .72 Sierra Bancorp .21 (May 2)
Wednesday America First Multifamily .09
Thursday
AmeriServ Financial .025
NONE
Fomento Econ Mexicano ADR-FMX (NYSE)....... 1.7 S .577086 .761536 -24.2 % 5-05 5-04 5-17 (April 28) Bel Fuse A Saturday
.06 Casey's General Stores .34
PermRock Royalty Trust-PRT (NYSE) ................ 3.5 M .044638 .046543 -4.1 % 4-30 4-29 5-14 Cisco Systems .37 Bel Fuse B .07 (May 1) (April 29) Century Bancorp Cl A .18 Monday
Comcast Cl A .25 Camden National .36 RGC Resources .185 Alliant Energy .403 Columbus McKinnon .06 (May 3)
Stone Harbor Em Mkts Fd-EDF (NYSE) ............... 10.2 M .07 .08 -12.5 % 5-17 5-14 5-27
Stone Harbor EM Tot Incm-EDI (NYSE)............... 9.6 M .07 .08 -12.5 % 5-17 5-14 5-27 HarborOne Bancorp .05 City Holding Co. .58 Sunday Costco Wholesale .79 Donegal Group Cl A .16 ASML Holding 1.886
Icahn Enterprises 2.00 Consolidated Water .085 (May 2) CSW Industrials .15 Donegal Group Cl B .142 Sanofi ADR 1.906
InterDigital .35 Ensign Group .052 NONE
DIVIDEND PAYMENT BOOSTS NYSE American
NYSE American Tuesday Thursday Saturday
Adjusted % Record Ex-Div Payment
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Monday Wednesday Friday (April 27) (April 29) (May 1) NONE
1st Source-SRCE (Nasdaq) ...................................... 2.5 Q .30 .29 3.4 % 5-04 5-03 5-14 (April 26) (April 28) (April 30) NONE NONE Sunday
Absolute Software-ABST (Nasdaq)........................ 1.8 Q .0639 .06015 6.2 5-14 5-13 5-28 BK Technologies .02 NONE Blue Ridge Bankshares .10 Wednesday Friday (May 2) NONE
ACNB-ACNB (NCM ).................................................. 3.6 Q .27 .25 8.0 6-01 5-28 6-15 Caledonia Mining .12 Monday
Adams Divers Equity Fd-ADX (NYSE)................... 1.0 Q .05 .03 66.7 5-18 5-17 6-01 Tuesday Thursday Saturday
(April 28)
NONE
(April 30)
NONE (May 3) NONE
Adams Natural Rscs Fd-PEO (NYSE) .................... 3.2 Q .10 .07 42.9 5-18 5-17 6-01 (April 27) (April 29) (May 1) NONE
Advance Auto Parts-AAP (NYSE) .......................... 2.0 Q 1.00 .25 300.0 6-18 6-17 7-02 NONE NONE
Alpine Income Property Tr-PINE (NYSE).............. 5.5 Q .25 .24 4.2 6-21 6-18 6-30
Sunday NEW LISTINGS
(May 2) NONE
Ames National-ATLO (NCM )................................... 4.1 Q .26 .25 4.0 4-30 4-29 5-14
Aon-AON (NYSE) ....................................................... 0.8 Q .51 .46 10.9 5-03 4-30 5-14 NYSE
Avery Dennison-AVY (NYSE) ................................. 1.3 Q .68 .62 9.7 6-02 6-01 6-16 NAME CHANGES
Agiliti (AGTI)
Bank of Princeton-BPRN (Nasdaq)......................... 2.6 Q .18 .12 50.0 5-07 5-06 5-28
Bar Harbor Bankshares-BHB (NYSE AMER ) ........ 3.2 Q .24 .22 9.1 5-18 5-17 6-18 NYSE DoubleVerify Holdings (DV)
Blackstone Group-BX (NYSE)................................ 2.6 Q .82 .48 70.8 5-03 4-30 5-10 BIT Mining (BTCM), formerly 500.com (WBAI) UiPath (PATH)
Business First Bancshares-BFST (Nasdaq)......... 2.1 Q .12 .10 20.0 5-15 5-13 5-31
Cambridge Bancorp-CATC (NCM ) ........................ 2.9 Q .61 .55 10.9 5-06 5-05 5-20 Genius Sports (GENI), formerly dMY Technology Group II NYSE American
Coca-Cola Femsa ADR-KOF (NYSE) ..................... 4.8 S 1.272862 1.169275 8.9 5-03 4-30 5-14 (DMYD) None
Cortland Bancorp-CLDB (NCM ) ............................ 2.6 Q .15 .14 7.1 5-17 5-14 6-01 Marvell Technology (MRVL), formerly Marvell Technology
Cross Timbers Royalty Tr-CRT (NYSE) ................ 7.0 M .096485 .037301 158.7 4-30 4-29 5-14 Nasdaq
Enerplus-ERF (NYSE)............................................... 1.9 M .008 .007812 2.4 4-30 4-29 5-14 Group
Enthusiast Gaming Holdings (EGLX)
Ennis-EBF (NYSE) ..................................................... 4.8 Q .25 .225 11.1 7-09 7-08 8-09 NYSE American
First Bancshares-FBMS (Nasdaq).......................... 1.5 Q .14 .13 7.7 5-10 5-07 5-25 Impel NeuroPharma (IMPL)
FirstCash-FCFS (Nasdaq)......................................... 1.7 Q .30 .27 11.1 5-14 5-13 5-28 None Infobird (IFBD)
Granite REIT-GRP.U (NYSE).................................... 3.8 M .20 .199736 0.1 4-30 4-29 5-14 Nasdaq KnowBe4 (KNBE)
Healthcare Services Group-HCSG (Nasdaq)........ 2.5 Q .2075 .20625 0.6 5-21 5-20 6-25
JB Hunt Transport-JBHT (Nasdaq)......................... 0.7 Q .30 .28 7.1 5-07 5-06 5-21 Cantaloupe (CTLP), formerly USA Technologies (USAT) Largo Resources (LGO)
Johnson & Johnson-JNJ (NYSE)........................... 2.6 Q 1.06 1.01 5.0 5-25 5-24 6-08 Capstone Green Energy (CGRN), formerly Capstone Turbine Latham Group (SWIM)
Kinder Morgan-KMI (NYSE).................................... 6.5 Q .27 .2625 2.9 4-30 4-29 5-17 (CPST) Lee Enterprises (LEE)
Knight-Swift Transport-KNX (NYSE) .................... 0.9 Q .10 .08 25.0 6-04 6-03 6-28
Lithia Motors Cl A-LAD (NYSE)............................... 0.4 Q .35 .31 12.9 5-07 5-06 5-21 MyMD Pharmaceuticals (MYMD), formerly Akers Neuropace (NPCE)
Nasdaq-NDAQ (Nasdaq) ........................................... 1.3 Q .54 .49 10.2 6-11 6-10 6-25 Biosciences (AKER) Rain Therapeutics (RAIN)
NextEra Energy Partners-NEP (NYSE) ................. 3.2 Q .6375 .615 3.7 5-06 5-05 5-14 SkyWater Technology (SKYT)
NuSTAR 7.625% Nts 2043-NSS (NYSE) ................ 7.2 Q .437163 .435953 0.3 7-01 6-30 7-15 NYSE DATA BANK
Old Second Bancorp-OSBC (Nasdaq) ................... 0.3 Q .05 .01 400.0 4-30 4-29 5-10 Treace Medical Concepts (TMCI)
Otis Worldwide-OTIS (NYSE).................................. 1.4 Q .24 .20 20.0 5-21 5-20 6-10 Latest Preceding Year-Ago Troika Media Group (TRKA)
Parker Hannifin-PH (NYSE) .................................... 1.3 Q 1.03 .88 17.0 5-07 5-06 6-04 Month Month Month
Zymergen (ZY)
Peoples Bancorp (Ohio)-PEBO (Nasdaq) ............. 4.3 Q .36 .35 2.9 5-03 4-30 5-17
Permian Basin Royalty Tr-PBT (NYSE)................. 3.9 M .018156 .011525 57.5 4-30 4-29 5-14 Bond Volume
Premier Financial-PFC (Nasdaq) ............................ 3.2 Q .26 .24 8.3 5-07 5-06 5-14 (Thous. $) March 0 343 0 TRADING SUSPENDED
Rogers Commun-RCI (NYSE)................................. 3.2 Q .3981 .372439 6.9 6-10 6-09 7-02
Salisbury Bancorp-SAL (NCM ) ............................. 2.8 Q .30 .29 3.4 5-14 5-13 5-28 Security Sales NYSE
San Juan Basin Royalty Tr-SJT (NYSE)................ 4.9 M .095794 .053043 80.6 4-30 4-29 5-14 Customers' margin debt
South Plains Financial-SPFI (Nasdaq) .................. 1.3 Q .07 .05 40.0 5-03 4-30 5-17 Lee Enterprises (LEE)
Southern-SO (NYSE)................................................ 4.0 Q .66 .64 3.1 5-17 5-14 6-07 (Mil $) March 822,551 813,680 479,291
NYSE American
Southern Copper-SCCO (NYSE)............................. 3.9 Q .70 .60 16.7 5-11 5-10 5-25 Customers' credit balances
Star Group-SGU (NYSE)........................................... 5.2 Q .1425 .1325 7.5 5-03 4-30 5-11 (Mil $) March 219,522 220,840 191,046 CRH Medical (CRHM)
Travelers Cos-TRV (NYSE) ..................................... 2.2 Q .88 .85 3.5 6-10 6-09 6-30 Free credit bal. cash accounts Nasdaq
Turkcell Iletisim ADR-TKC (NYSE)......................... 3.6 A .121199 .117476 3.2 5-03 4-30 5-10 (Mil $) March 237,154 240,481 226,202
United Bancorp-UBCP (NCM ) ................................ 3.7 Q .145 .1425 1.8 6-10 6-09 6-18 Five Prime Therapeutics (FPRX)
United Bancshares-UBOH (Nasdaq)...................... 2.5 Q .17 .16 6.3 5-28 5-27 6-15 Short interest GenMark Diagnostics (GNMK)
Value Line-VALU (NCM ) .......................................... 2.9 Q .22 .21 4.8 4-26 4-23 5-11 (Thous. Shs) Mar. 31 12,780,904 r12,780,401 15,637,208
Inphi (IPHI)
VOC Energy Trust-VOC (NYSE).............................. 6.1 Q .12 .03 300.0 4-30 4-29 5-14 Short interest ratio
Western Midstream Ptrs-WES (NYSE).................. 6.6 Q .315 .311 1.3 4-30 4-29 5-14 (d) Mar. 31 2.7 2.3 2.1 NIC (EGOV)
Whirlpool Corp-WHR (NYSE) ................................. 2.3 Q 1.40 1.25 12.0 5-21 5-20 6-15 RealPage (RP)
(d) For period
WSFS Financial-WSFS (Nasdaq) ............................ 1.0 Q .13 .12 8.3 5-07 5-06 5-21 r-Revised Source: NYSE. *-Now includes composite trades. Ruhnn Holding (RUHN)
 X W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 I
M40 BARRON’S April 26, 2021

STREET WISE WITH JACK HOUGH

“ We w e r e v e r y c o n f i d e n t i n o u r p r o p o s i t i o n b u t
I think it caught everybody by surprise which
i s w h y w e s o r t o f b l e w o u r g u i d a n c e a w a y. ”
- Bob Chapek, CEO of Disney

D i s n ey C E O B o b C h a p e k o n Wh a t ’s N ext
Fo r Pa r ks , M ov i e s , a n d S t r e a m i n g

Ja c k s p e c u l a t e s o n w h e n D i s n ey w i l l p a s s N e t f l i x i n
s t re a m i n g - - a n d s p e a ks u p fo r C o u n t r y B e a rs Ja m b o re e .

L I ST E N N OW

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