$5.

00
Nov. 2, 2020
Vol. C No. 44

>
63142

advertisement

Innovation
loves company.
2 BARRON’S November 2, 2020

Meet the three new

members of the
Invesco QQQ family.
QQQ QQQ IVNQX
INVESCO INVESCO INVESCO
NASDAQ NEXT NASDAQ 100 ETF NASDAQ 100
GEN 100 ETF MUTUAL FUND

Three new ways to access the growth potential of the Nasdaq;

three new ways to seek growth for your clients.

NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK MAY LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
There are risks involved with investing in ETFs, including possible loss of money. ETFs are subject to risks similar to those of stocks. Investments focused in a particular sector, such as technology, are subject to greater risk, and are more
greatly impacted by market volatility, than more diversified investments. An investment cannot be made directly into any index.

BEFORE INVESTING,CONSIDERTHEFUND’SINVESTMENT OBJECTIVES,RISKS,CHARGES AND EXPENSES.VISITINVESCO.COM/FUNDPROSPECTUS

FOR A PROSPECTUS CONTAINING THIS INFORMATION. READ IT CAREFULLY BEFORE INVESTING.
Invesco Distributors, Inc.
 CHIP MAKERS BULK UP • PAGE 16

VOL. C NO. 44 NOVEMBER 2, 2020 $5.00

THE
WINNER
No matter what happens
on Election Day, count
on Fed Chairman Jerome
Powell as the stabilizing
force for the economy
and the markets.
PAGE 20

>
63142
C O NT EN TS 11.02.20 VOL .C NO.4 4

P. 9 P. 24 P. 31

Up & Down Wall Street: Economy: Growing

Fear Grips the Market 5 Stocks for Any Election Result Pains for the Recovery
After a brutal week for stocks, These names are primed for long-term gains regardless of who wins on Tuesday. By MATTHEW C. KLEIN
there’s one good sign for the bulls. Powerful trends could fuel them for years to come. By LIZ MOYER
By RANDALL W. FORSYTH P. 34

P. 13 ONE-YEAR RETURNS
Other Voices: Why the
U.S. Election Is Secure
Bonds That Benefit By GLENN S. GERSTELL
Excelling in Covid tests
From a Blue Wave

30%
Municipal bonds could win big if P. 35
Democrats sweep the White House
and both houses of Congress. Abbott Laboratories ABT Income: AT&T Can
By ANDREW BARY
Shining as gold surges
Remain an Aristocrat
By LAWRENCE C. STRAUSS

53%
P. 16

AMD’s Ambitions Are Newmont NEM P. M1

Trader: What Exactly

Becoming a Risk
Running the cell towers for 5G Spooked Investors?
The semiconductor sector is being

25%
reshaped by mergers—but bigger By BEN LEVISOHN
isn’t always better.
By MAX A. CHERNEY SBA Communications SBAC P. M4

P. 17
Raking it in with toll-payment gear Euro Trader: Aggreko
Shares Could Rise 60%
China Offers Clues to
the U.S. Recovery
China’s snapback offers hope for
Roper Technologies ROP 8% By RUPERT STEINER

P. M4
U.S. industrials Parker Hannifin, Fixing America’s aging rooftops
Emerging Markets:

-21% CSL
Littelfuse, and TE Connectivity.
By AL ROOT CSL Wall Street Gets China’s
Carlisle Red-Carpet Treatment
P. 19
Source: Bloomberg
A Play on the World’s By CRAIG MELLOW

Two Billion Gamers P. M5

Zynga’s dominance in mobile
videogames gives it an edge. Index P. 6
P. 28 P. 12
Striking Price: An
Review & Preview P. 14
Elegant Election Trade
By MAX A. CHERNEY
Mailbag P. 35 A Mid-Cap Fund That Streetwise: Vote for By STEVEN M. SEARS
13D Filings P. M7
P. 20 Charting the Market P. M8 Mimics Buffett’s Style Covid-Vaccine Stocks
Profile: Madison Mid Cap has P. M6
Rest Assured—Jerome Winners & Losers
Research Reports
P. M9
P. M10
built a winning track record by
By JACK HOUGH

Powell Is at the Helm Market View P. M11

Cover Story: The Fed chairman
will continue to do what it takes to
keep the economy on an even keel.
By NICHOLAS JASINSKI
P. 26
Good Reason to Sing
Anthem’s Praises
It’s among the health-care stocks
poised to surge after Election Day.
By DAREN FONDA
carefully selecting high-quality P. 29
Commodities: Wheat
stocks to own for the long haul. Prices Could Wilt
Cover Photograph by
T.J. Kirkpatrick By LEWIS BRAHAM
Funds: Setting Up for By MYRA P. SAEFONG
a Small-Cap Snapback
© 2020 Dow Jones & Company,
Inc. All Rights Reserved.
P. 32 By EVIE LIU
Barron’s Roundtable
Our newspapers are 100% sourced
The Case for Buying P. 30 on Fox Business
from sustainable certified mills.
Municipal Bonds Now Watch our show Friday at 10 p.m.
BARRON’S (USPS 044-700) (ISSN
1077-8039) Published every
Q&A: Baird bond veterans Mary
Tech Trader: What or 11:30 p.m. ET; Saturday at 10
Monday. Editorial and Publication
Headquarters: 1211 Avenue of
the Americas, New York, N.Y.
Ellen Stanek and Warren Pierson Earnings Revealed a.m. or 11:30 a.m.; or Sunday at
10036. Periodicals postage paid at offer advice on how to position for By ERIC J. SAVITZ 6:30 a.m., 10 a.m., or 11:30 a.m.
Chicopee, MA and other mailing
offices. Postmaster: Send a long stretch of ultralow yields. This week, Thornburg Investment
address changes to Barron’s, 200
Burnett Rd., Chicopee, MA 01020 By LESLIE P. NORTON Management CEO Jason Brady.
November 2, 2020 BARRON’S 5

THE HEALTH CARE SECTOR OF THE S&P 500 IN ONE ETF

Sector SPDRs allow you to invest in pieces of the S&P 500. Like Health Care. While adding diversification and reducing single stock risk. These ETFs

combine the diversification of a mutual fund and the tracking of an index with transparency and liquidity.

XLV HEALTH CARE SECTOR SPDR ETF TOP 10 HOLDINGS*

Company Name

Johnson & Johnson

Unitedhealth
Symbol

JNJ
UNH
Weight

9.89%
7.47%
Merck MRK 5.29%
Pfizer PFE 5.14%
Abbott Labs ABT 4.86%
Thermo Fisher TMO 4.41%
AbbVie ABBV 3.90%
Amgen AMGN 3.75%
*Components and weightings as
of 9/30/20. Please see website for Medtronic MDT 3.52%
daily updates. Holdings subject
Bristol-Myers BMY 3.43% Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
to change.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or
visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and
weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward
stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Investors cannot invest directly in an index. The S&P 500 Index figures do not reflect any fees, expenses or taxes. Ordinary
brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level of trading activity.
Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including possible loss of principal. Funds focusing on a single sector generally experience greater
volatility. Diversification does not eliminate the risk of experiencing investment losses.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
6 BARRON’S
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 Abbott Laboratories . . . . . . . . . . . . . . . . . . . . . . . 24
Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 19
Advanced Micro Devices . . . . . . . . . . . . . . . . 14,16
Alibaba Group Holding . . . . . . . . . . . . . . . . . . . . 15
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19,30
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
American International Group . . . . . . . . . . . . . 15
AmerisourceBergen . . . . . . . . . . . . . . . . . . . . . . . . 15
Anthem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30,M2
Arch Capital Group . . . . . . . . . . . . . . . . . . . . . . . . 29
AstraZeneca . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,15
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Automatic Data Processing . . . . . . . . . . . . . . M10
B Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Barclays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Barrick Gold . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,24
Bayer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Becton Dickinson . . . . . . . . . . . . . . . . . . . . . . . . . 15
Bed Bath & Beyond . . . . . . . . . . . . . . . . . . . . . M10
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 24
Blackstone Group . . . . . . . . . . . . . . . . . . . . . . . . . . 14
BNP Paribas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Booking Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Bristol Myers Squibb . . . . . . . . . . . . . . . . . . . . . . 15
Brookfield Asset Management . . . . . . . . . . . . . 14
C Callaway Golf Company . . . . . . . . . . . . . . . . . . . M8
Cannae Holdings . . . . . . . . . . . . . . . . . . . . . . . . . M7
Cardinal Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Carlisle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Cenovus Energy . . . . . . . . . . . . . . . . . . . . . . . . 14,15
Cigna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Clorox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Concho Resources . . . . . . . . . . . . . . . . . . . . . . . . . 15
ConocoPhillips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Contango Oil & Gas . . . . . . . . . . . . . . . . . . . . . . . M7
CoreLogic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Cubic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Cummins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
CVS Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
D Dentsply Sirona . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Devon Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
DISH Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Dominion Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Duke Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Dunkin' Brands Group . . . . . . . . . . . . . . . . . . . . . 14
E Eargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Eaton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Electronic Arts . . . . . . . . . . . . . . . . . . . . . . . . . 15,19
Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Emerson Electric . . . . . . . . . . . . . . . . . . . . . . . . . . 15
EOG Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Equifax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Estee Lauder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Exact Sciences . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8
Expedia Group . . . . . . . . . . . . . . . . . . . . . . . . . . 14,15
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,35
F Facebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,19,30
Fannie Mae . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Ferrari . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Freddie Mac . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
G Gartner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,29
General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Goldman Sachs Group . . . . . . . . . . . . . . . . . . . . M7
Grupo Bimbo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
H Harley-Davidson . . . . . . . . . . . . . . . . . . . . . . . . . . M8
Henry Schein . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
November 2, 2020
For Customer Service, call 1 (800) 544-0422, or go to
customercenter.barrons.com. For reprints of articles,
call 1 (800) 843-0008, or go to djreprints.com.
Hilton Worldwide Holdings . . . . . . . . . . . . . . . . 15 Linde . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Mondelez International . . . . . . . . . . . . . . . . . . . . 15
Humana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,27 Littelfuse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Morgan Stanley . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Husky Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 14,15 Lovesac . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
LVMH Moet Hennessy Louis Vuitton . . . . . . 14 N Nasdaq . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 Natera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Ingersoll-Rand India . . . . . . . . . . . . . . . . . . . . . . . 15 M Marathon Petroleum . . . . . . . . . . . . . . . . . . . . . . . 15 Newmont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Inphi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,16,M8 Marriott International . . . . . . . . . . . . . . . . . . . . . 15
Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Marvell Technology Group . . . . . . . . . . . . . . 14,16 P Parker-Hannifin . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Mastercard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M10 Parsley Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
J J. Alexander's Holdings . . . . . . . . . . . . . . . . . . . M7 McKesson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 33 MetLife . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Peloton Interactive . . . . . . . . . . . . . . . . . . . . . 15,M1
Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30,35 Pernod Ricard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
L Laboratory Corp. of America Holdings . . . . . 29 Mid-Con Energy Partners . . . . . . . . . . . . . . . . M7 Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Las Vegas Sands . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Moderna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Pinterest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8
Leaf Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 Molina Healthcare . . . . . . . . . . . . . . . . . . . . . . . . . 27 Pioneer Natural Resources . . . . . . . . . . . . . . . . . 15
Procter & Gamble . . . . . . . . . . . . . . . . . . . . . . . . . 14
Public Storage . . . . . . . . . . . . . . . . . . . . . . . . 15,M11
Q Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Quest Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . 29
R Ralph Lauren . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Regeneron Pharmaceuticals . . . . . . . . . . . . . . . . 15
Roper Technologies . . . . . . . . . . . . . . . . . . . . . . . . 25
Rupert Murdoch Executive Chairman, News Corp
S SAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
SBA Communications . . . . . . . . . . . . . . . . . . . . . . 25
DEPUTY PUBLISHER, BARRON’S GROUP Daniel Bernard
Scholar Rock Holding . . . . . . . . . . . . . . . . . . . . . M8
Snap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
ASSOCIATE PUBLISHERS, BARRON’S GROUP Mae M. Cheng, Dan Shar
Spotify Technology . . . . . . . . . . . . . . . . . . . . . . . M8
MANAGING EDITORS, BARRON’S GROUP Duncan Mavin, Dave Pettit Square . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M8
HEAD OF INTERNATIONAL, BARRON’S GROUP Francesco Guerrera Sysco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
T Take-Two Interactive Software . . . . . . . . . . 15,19
TE Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Teladoc Health . . . . . . . . . . . . . . . . . . . . . . . . . . . .M8
DEPUTY EDITOR Alex Eule
Ben LevisohnDEPUTY EDITOR
Tiffany . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
T-Mobile US . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,25
EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
Toyota Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt Trane Technologies . . . . . . . . . . . . . . . . . . . . . . . . 17
MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane Tupperware Brands . . . . . . . . . . . . . . . . . . . . . . . M8
Twitter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,30,M8
MANAGING EDITOR, ENTERPRISE Brian Hershberg
ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat U Uber Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 15
Under Armour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . 26
SENIOR WRITERS Bill Alpert, Daren Fonda, Matthew C. Klein, Leslie P. Norton,
Al Root, Avi Salzman, Alexandra Scaggs, Lawrence C. Strauss
V ViacomCBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Visa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
REPORTERS Lisa Beilfuss, Max A. Cherney, Carleton English, Nicholas Jasinski, Evie Liu, Vornado Realty Trust . . . . . . . . . . . . . . . . . . . . . . 15
Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Ben Walsh Vulcan Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
STORY EDITORS Henry Cutter, Ed Lin, Erin McCarthy, Bruce Morris W WPX Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman
X Xilinx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14,16,M8
EDITOR AT LARGE Jack Otter
Z Zimmer Biomet Holdings . . . . . . . . . . . . . . . . . . 33
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen Zoetis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
DESIGN DIRECTOR Chris Mihal ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng Zynga . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Sam Kelly, Nicole Silver
RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
MANAGER, ADVERTISING SERVICESJames H. Balmer ASSOCIATE MANAGER Ward S. McGuiness
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Sterling T. Shea
Barron’s is a trademark of Dow Jones and its affiliates. Barron’s (USPS 044-700) (ISSN 1077-8039) Published every Monday. Editorial and Publication
Headquarters: 1211 Avenue of the Americas, New York, N.Y. 10036. Periodicals postage paid at Chicopee, MA and other mailing offices. Regular
U.S. subscription rate: one year, $223. Entire editorial content of this publication copyrighted by Dow Jones & Co., Inc. and must not be reproduced
in whole or in part without special permission. Unsolicited manuscripts should be accompanied by self-addressed envelope with proper postage. All
advertising published in Barron’s is subject to the applicable rate card, copies of which are available from the Advertising Director, 1211 Avenue of the
Americas, New York, N.Y. 10036. Barron’s reserves the right not to accept an advertiser’s order. Only publication of an advertisement shall constitute acceptance
of the advertiser's order. Postmaster: Send address changes to Barron’s, 200 Burnett Rd., Chicopee, MA 01020.
November 2, 2020 BARRON’S 7

WE HAVE THE TOTAL TRADING

PACKAGE, BUT IT’S NOT COMPLETE
WITHOUT YOU.
You bring your trading skills and we’ll bring the powerful platform. Power E*TRADE offers:
• Easy-to-use tools, like charts that let you automatically draw support and resistance lines
and over 100 preset scans
• 24/7 support when you need it most
• Low prices, including 50¢ options contracts for active traders1 and $1.50 futures contracts

Open an account today at etrade.com/poweretrade.

Futures and options transactions are intended for sophisticated investors and are complex, carry a high degree of risk, and are not suitable for all investors. For more information, please read the Characteristics and Risks of Standardized Options and the Risk
Disclosure Statement for Futures and Options by visiting etrade.com/optionsdisclosure or calling 1-800-387-2331 prior to applying for an account.

1
Standard options contract fee is $0.65 per contract (or $0.50 per contract for customers who execute at least 30 stock, ETF, and options trades per quarter). Retail online $0 commission does not apply to over-the-counter derivatives, foreign stock transactions, large
block transactions requiring special handling, transaction-fee mutual funds, futures, or ixed-income investments. Service charges apply for trades placed through a broker ($25). Stock plan account transactions are subject to a separate commission schedule. Additional
regulatory and exchange fees may apply. For more information about pricing, visit etrade.com/pricing. Securities products and services are offered by E*TRADE Securities LLC, member FINRA/SIPC. Commodity futures and options on futures offered by E*TRADE Futures
LLC, member NFA. E*TRADE Securities LLC and E*TRADE Futures LLC are separate but ailiated companies. © 2020 E*TRADE Financial Corporation. All rights reserved.
8 BARRON’S November 2, 2020

Income strategies as
deep as our heritage
• Over 120 years as an income provider
• Expertise across municipal bonds,
taxable fixed income and real assets
• Awarded 2020 Best Fixed Income
Large Fund Company

nuveen.com/income

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the
solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com. Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under license. The award is based on a review of risk-adjusted performance of 33 companies for 2020.
The award pertains only to the Nuveen funds in the fixed-income category. Certain funds have fee waivers in effect. Without such waivers ratings could be lower.
Past performance does not guarantee future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does
not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisors.
Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully,
please request a prospectus or summary prospectus from your financial professional or Nuveen at 800.752.8700 or visit nuveen.com.
Nuveen Securities, LLC, member FINRA and SIPC. 20854 GAD-1134692CR-W0420X
 November 2, 2020
UP & D OWN WALL STREET
Even After a Record
Growth Spurt, the
Economy Is in a Hole
F
our years ago this week, this
column paraphrased former
President Gerald Ford’s
observation that our long
national nightmare is
almost over. That mistake
won’t be repeated here.
Election Day officially remains
Tuesday, Nov. 3, but it may not be the
denouement of the endless U.S. presi-
dential campaign. As of this writing,
over 85 million ballots already have
been cast, according to the U.S. Elec-
tions Project’s count. But counting the
mail ballots, which totaled 55 million
of the early tally, will take time, de-
pending on the state. There have been
230 election-related lawsuits filed.
Yet the election’s outcome—or its
possible delay—isn’t the only thing
besetting the stock market, which just
suffered its worst week since last
March, with losses ranging from
6.47% in the Dow Jones Industrial
Average to 5.51% in the Nasdaq Com-
posite. Anxiety over a resurgence of
Covid-19 cases in Western Europe and
rising case numbers and hospitaliza-
tions in many parts of the U.S. also
sent the Cboe Volatility Index, or
VIX—aka the stock market’s fear
Andrew Caballero-Reynolds/AFP/Getty Images
gauge—up sharply, touching the 40
level last seen in June. And it was evi-
denced in a renewed downturn in
crude-oil prices, which fell back to the
mid-$30 level for the U.S. benchmark,
also the lowest since June. But bonds
offered no cushion, with the yield on
the 10-year Treasury note climbing to
0.868%, the highest since early June.
Among the known unknowns,
while the outcome of the presidential
and congressional races remain in
BARRON’S
doubt, is the economy, which had a
bungee bounce in the third quarter,
after much of the U.S. shut down to
curb the coronavirus spread. The elas-
tic that provided the spring back came
from the Cares Act, which provided
$2.2 trillion to spend as economies
around the nation began to reopen.
Real gross domestic product ex-
By Randall W. panded at a record 33.1% seasonally
Forsyth adjusted annual rate in the Septem-
ber quarter. But after a record annu-
alized contraction of 31.4% in the
second quarter and a 5% annualized
decline in the first, that still left the
U.S. economy some 3.5% below its
pre-crisis peak, a falloff typical of the
trough of a standard recession. That
it followed a record quarterly re-
bound shows the depth of the hole
Real GDP expanded at a 33.1% seasonally adjusted
annual rate in the September quarter. But the U.S.
economy is still 3.5% below its pre-crisis peak.
that the economy fell into.
The good news was that spending
on goods soared at a 59% annual rate
in the third quarter. Joe Carson, the
former chief economist of Alliance-
Bernstein and among the first to flag
that the economy was headed to a re-
cord downturn because of the pan-
demic, points out that this was the first
recession in the post–World War II era
concentrated in the services sector.
Writing in his blog on LinkedIn, he
points out that consumer spending on
services, such as travel, recreation,
and entertainment, has been shifted to
goods. But that shift has its limits.
Once you buy a new laptop, exercise
bicycle, or riding mower, you’re not
about to buy another soon. After you
go to a restaurant today, you’ll want to
eat again tomorrow.
“A sustainable recovery cannot
occur until the service sector is fully
open because it accounts for roughly
60% of GDP and over 85% of the em-
ployed workforce,” Carson says. The
partial reopening of the economy still
left service-sector jobs 10 million be-
low the levels of early 2020, he adds.
While rising Covid-19 cases are
raising the possibility of renewed curbs
on businesses, prospects for another
fiscal stimulus bill are iffy after the
on-again, off-again talks between Trea-
sury Secretary Steven Mnuchin and
In October, 20,000
empty chairs were
displayed near the
White House to rep-
resent the 200,000
lives lost in the U.S.
to the coronavirus.
9
House Speaker Nancy Pelosi (D., Calif.)
ended with no deal before the election.
Without fiscal assistance and further
progress on the medical front, the
recovery can’t be sustained while the
service sector remains partially shut,
Carson concludes.
The other big propellant for the re-
surgence in the economy came from
the Federal Reserve, which slashed
short-term interest rates to zero and
pumped liquidity into virtually all sec-
tors of the financial markets. The Fed-
eral Open Market Committee sched-
uled its regular two-day policy meeting
to wind up on Thursday, no doubt on
the assumption that the election would
be decided by then. Should the out-
come still be contested, the central
bank probably would prefer to lie low.
One concern would be a replay of
the disputed 2000 election, which
saw stocks slump while the hanging
chads were counted in Florida until
Bush v. Gore was decided by the Su-
preme Court that December. One dif-
ference from today is that, back then,
the Fed had been steadily pushing up
interest rates in 1999 and 2000, even
after the bursting of the dot-com bub-
ble earlier in the latter year. Now, of
course, the Fed is all in to support the
markets and the economy. (See this
week’s cover story, page 20.)
After a brutal week in the markets
and the uncertainty in the week ahead,
the most hopeful sign for the bulls is
that stock futures rebounded smartly
Friday from their lows set in the wee
hours of the overnight session, accord-
ing to Evercore ISI’s technical guru,
Rich Ross. That should end the 8%
pre-election correction, he writes in a
client note. That would mimic the pat-
tern ahead of the 2016 vote.
And after that experience, the
lesson should be to never say never,
about anything.
W
orking from home might
be one of those ways in
which many folks’ lives
changed in 2020, but it’s
nothing new for some of us.
More than three decades ago, I had
a clone of my office computer set up at
home—a screaming 286 PC with a
monochrome monitor, a dot-matrix
10 BARRON’S
Up & Down Wall Street Continued
printer, and a screeching telephone mo-
Elevate Your dem, with no mouse or graphical interface;
this was back in the days of DOS. And
even before the pandemic-induced shutter-
ing of offices, I was working at home about
half the time, sparing me the hassle and
Portfolio
expense of commuting.
With WFH becoming a necessity, rather
than a luxury, there’s been a suburban
housing boom, with urban families under
shutdown needing more space for a home
office and home schooling. With mortgage
to the Cloud interest rates plunging to record lows—un-
der 3% for the benchmark 30-year fixed-
rate loan—they’ve rushed to move into
bigger houses in the ’burbs.
Residential spending was a standout in
the third-quarter gross domestic product
report released Thursday, surging at a
59.3% seasonally adjusted annual rate,
more than reversing the 35.6% annualized
Cloud decline in the preceding three months.
Reflecting that, home builders’ shares have
Computing ETF been on a tear. Exchange-traded funds that
track the group roughly doubled from the
CLOU
March stock-market lows to the early-Sep-
tember peaks.
But is this rush to single-family houses
a long-lived trend, like online shopping?
Or did the coronavirus-induced shut-
downs merely accelerate moves that fami-
lies already had been contemplating?
More likely the latter, says Oliver Bren-
nan, an economist with TS Lombard. And
while he doesn’t expect anything like the
1 (888) 493-8631 bust that followed the housing boom of the
2000s, he suggests that the iShares U.S.
GLOBALXETFS.COM
Home Construction exchange-traded
fund (ticker: ITB) is likely to underperform
the broad market.
The home-buying boom largely has been
concentrated in the high end of the market,
Beyond Ordinary ETFs TM
he writes in a report. Sales of million-dol-
lar-plus houses have nearly doubled in the
Investing involves risk, including the possible loss of principal. The invest- past year, according to the National Associ-
able universe of companies in which CLOU may invest may be limited. The ation of Realtors. Affordability is good for
Fund invests in securities of companies engaged in Information Technology, the well-off with top credit ratings; people
which can be affected by rapid product obsolescence and intense industry with FICO scores above 760 accounted for
competition. International investments may involve risk of capital loss from two-thirds of mortgage originations in the
unfavorable fluctuation in currency values, from differences in generally ac- second quarter.
cepted accounting principles or from social, economic or political instability But overall mortgage applications for
in other nations. CLOU is non-diversified. home purchases have flattened in recent
months, even as refinancing demand has
Carefully consider the Fund’s investment objectives, risk factors, charges soared, Brennan notes. At the same time,
and expenses before investing. This and additional information can be listings have multiplied in markets in
found in the Fund’s full or summary prospectus, which are available at which prices previously had risen, such as
globalxetfs.com. Read the prospectus carefully before investing. the New York and San Francisco metro
areas. All of which points to disparities in
Shares of ETFs are bought and sold at market price (not NAV) and are not the housing market, with strong demand
individually redeemed from the Fund. Brokerage commissions will reduce for high-value homes and refinancings in
returns. Distributed by SEI Investments Distribution Co. expensive areas, but weaker demand for
cheaper houses and refis in regions where
November 2, 2020
prices hadn’t risen.
These divergences suggest that housing
activity has been brought forward by the
boom, he notes. Demographics underscore
that trend. The move to the suburbs from
cities also reflects a bulge in Americans in
their late 20s and early 30s deciding that
now is a good time for a move, says Mat-
thew Pointon, a property economist at
Capital Economics, in a client note.
But for housing to continue to boom,
the lower end of the market must pick up,
Brennan writes. That means that the num-
ber of first-time buyers, upon whom sell-
ers trading up depend, has to rise. The
shaky job market could prevent that.
Data released this past week suggest a
flattening in the market. Sales of new sin-
gle-family homes fell unexpectedly in Sep-
tember, to a seasonally adjusted annual
rate of 959,000 units. (These represent
contracts signed on new sales, making
them a leading indicator of housing activ-
ity.) That was down 3.5% from August’s
revised sales pace of 994,000, originally
reported as 1.011 million. Similarly, pend-
ing sales of existing homes dipped 2.2% in
September, also contrary to expectations of
an uptick, with declines in all regions ex-
cept the Northeast.
Meanwhile, rents in cities such as New
York are coming down. That may induce
some who were contemplating buying in
the ’burbs instead to stay in the city and
snag a deal on a bigger apartment. And
some empty-nest baby boomers who had
been considering downsizing might take
advantage of the seller’s market for their
suburban houses.
Markets have a way of bringing supply
and demand into balance.
Lombard’s Brennan emphasizes that he
doesn’t see a housing crash, especially with
low mortgage rates. Home-building stocks
discount 5%-20% earnings gains over the
next 12 months, which he suggests could be
overly optimistic, although their valuations
have come off a bit from their highs of early
October. In addition, the component stocks
of the iShares U.S. Home Construction ETF
are weighted marginally more to builders
for first-time buyers, so he suggests short-
ing that fund versus the S&P 500, rather
than the competing SPDR S&P Home-
builders ETF (XHB).
Covid-19 has changed many things,
such as the number of people working
from home, but housing remains cyclical.
While the peak might not be here, the mar-
ket is far from the bottom. B
email: randall.forsyth@barrons.com
November 2, 2020 BARRON’S 11

C O N S E RVAT I V E S I N V E S T E D I N C H A N G E

American Conservative Values ETF

Our ETFs boycott companies that are hostile to conservative values.
Stop supporting the liberal agenda.

NYSE Ticker: ACVF

If you would like to learn more about our solutions for politically conservative investors, please visit our website ACVETFs.com

Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus
and Summary Prospectus, which may be obtained by visiting ACVETFS.com. Read the prospectus and Summary Prospectus carefully before investing.
An investment in the Fund is subject to risks, including the possible loss of the principal amount invested. Overall stock market risks may affect the value of individual securities in which
the Fund invests. The Fund is actively managed, the Adviser’s investment decisions impact the Fund’s performance. The Fund and Adviser are new, the ETF has only recently commenced
operations. This Fund may not be suitable for all investors.
The ACVF Fund is distributed by Foreside Fund Services, LLC.
The Fund is structured as an ETF and as a result, is subject to special risks. Shares are bought and sold at market price (closing price) not net asset value (NAV) and are not individually
redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00pm Eastern Time (when NAV is normally determined) and do not represent the return
you would receive if you traded at other times.
12
ST R E E T W I S E
Overconfident
Forecasts for an
Unknowable Future
I
like when predictions of un-
knowable things come with
impossible levels of precision.
If you’re going to tell me how
various U.S. election out-
comes will affect the spread
between Italian and German
government bond yields in 2022, I see
no reason to skimp on the decimal
places. So imagine my delight with a
new pre-election report from UBS
that lays naked the world’s financial
future with titillating specificity.
There is plenty for partisans on
both sides to cheer and to curse. Gross
domestic product will fare best, in
UBS’s view, if Democrats sweep, in
part because of the increased chance
of big spending packages passing.
That route, however, also produces
somewhat higher inflation, and more
of a rise in 10-year Treasury yields—
which are seen rising in all election
scenarios. Since higher bond yields
compete with stocks for investor
affection, stocks do worse under a
Democratic sweep than if Joe Biden
wins the presidency and if
Republicans hold the Senate.
I won’t dwell on these things,
because they’ve been amply covered
elsewhere by now, and because again,
I don’t think they’re particularly
knowable. But UBS’ analysis is
interesting for two broad reasons.
First, there is no doomsday scenario.
The bank has the S&P 500 rising
17.2% through 2022 under the status
quo, 23.3% under a Democratic
sweep, and 26.2% if Biden wins but
the Senate doesn’t flip.
I’d be delighted with any of those
numbers, given the 10-year run we’ve
BARRON’S
already had. Vote for candidates you
believe will govern well, and let the
stock market take care of itself.
Second, UBS predicts that a Covid-
19 vaccine, and how quickly it is
delivered, has roughly the same pull
on cumulative stock-market returns
through 2022 as the election
outcome.
By Jack Hough That is, the bank’s highest-return
forecast by election outcome is nine
percentage points higher than its
lowest-return one. Meanwhile, the
return spread between its optimistic
and pessimistic vaccine assumptions
is also nine points. Under the
optimistic assumption, we will have a
vaccine late this year, and we will
achieve herd immunity by the end of
2021. Under the pessimistic one, the
vaccine doesn’t arrive until the end of
2021, and herd immunity takes
longer to develop.
I don’t put up election-year lawn
signs, but if I wanted to make an excep-
tion this year, mine might say Pfizer
(ticker: PFE), Moderna (MRNA), and
AstraZeneca (AZN), plus others in the
Covid-19 vaccine race. If you are opti-
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.
UBS predicts that a vaccine, and how quickly it is
delivered, has roughly the same pull on stock-
market returns as the election.
mistic about a vaccine, but don’t want
to pick a drug stock, UBS has an idea.
By its math, vaccine hope is already
80% priced into the U.S. stock market,
but only 46% priced into U.S. value
stocks—there are no decimal places,
sorry to say.
If the bank is right, a vote for value
stocks could pay off nicely if the lab-
coat set has a breakthrough soon.
A
wild ride for stocks this
year is profiting companies
that execute trades. Nasdaq
(NDAQ) recently reported a
15% increase in revenue, to $259
million, from what it calls market
services, which include stock
trading.
That’s good news for its
shareholders, of course, but more
important is what’s going on in a
division called information services.
There, revenue shot 20% higher last
quarter, to $238 million.
The division could soon be
Nasdaq’s biggest, accounting now for
one-third of revenue. It makes money
from selling data and analytics to
sophisticated traders and crime
fighters, and from licensing indexes
to fund companies.
There are other business units that
charge companies to list their shares
on the Nasdaq Stock Market, and that
sell financial plumbing to power
stock exchanges around the world.
“We’re really a global technology
company that serves the capital mar-
kets,” says Adena Friedman, who ran
Nasdaq’s first data operation 20 years
ago, and has been CEO since 2017.
One reason Friedman might want
Nasdaq to be viewed as a technology
November 2, 2020
seller is that investors are paying
handsomely for such companies now.
If Nasdaq were merely riding a stock
trading boom this year, investors
would worry about a fizzle next year.
But around two-thirds of revenue now
comes from non-trading sources.
Nasdaq’s forward price/earnings ratio
has doubled to 20 over the past eight
years.
There are challenges. A technology
boom in the 1980s and ’90s put
Nasdaq and its Silicon Valley stock
listings on the map, but it also gave
rise to the modern internet, which has
lowered barriers to entry for upstart
stock exchanges. Fees there could fall
as competition rises, which is all the
more reason for Nasdaq to push into
data and tech.
Friedman says one of the
company’s newest products uses
artificial intelligence to scan for signs
of money laundering.
I asked Friedman how much
algorithmic trading influences
market movements. It accelerates
things, she says, but human
sentiment still deserves most of the
credit or the blame. What do data
buyers do with information about Joe
and Sally Saver’s stock trades? They
use it to better position themselves
for future trading, and it doesn’t leave
Joe and Sally worse off on their
executions, she says.
Are Robinhood bros driving tech
stocks to absurd valuations, in
between chest-thumping tweets and
swigs of mango hard seltzer?
No, she explains, low bond yields
have flattered stocks, and tech stocks
stand out for two reasons—because
fast growth is scarce, and because
companies have separated into two
classes, based on how vulnerable they
are to the virus.
Wall Street predicts a 21% surge in
Nasdaq’s earnings per share this year,
a minimal increase next year, and a
7% increase in 2022. The company
has beaten estimates in 19 of the past
20 quarters. Its shares have returned
21% a year over the past decade, eight
points better than the S&P 500
index. B
email: jack.hough@barrons.com
November 2, 2020
FOLLOW-UP
A Blue Wave Could Lift
The Muni Bond Market
By Andrew Bary
T
he $3.9 trillion municipal bond
market could be a big winner if
Democrats sweep the White House
and both houses of Congress. Such
a “blue wave” scenario is now given odds
of better than 50% in betting markets.
The muni market would benefit in
multiple ways. Financially strapped state
and local governments could be expected
to get relief from a stimulus bill along the
lines of the $2.2 trillion bill that passed
the House of Representatives, providing
about $436 billion to them.
“A Democratic sweep is a grand slam
for state and local governments,” says
Dan Clifton, head of policy research for
Strategas. He points to a stimulus bill
and the prospect of additional federal
Medicaid funding for states, as well as
the potential reinstatement of full deduct-
ibility of state and local taxes.
Such a move could curb the flight of
wealthy residents from high-tax states
like California, New York, and New Jersey
to places like Florida and Texas, which
have no income taxes.
Joe Biden wants to raise the top federal
income-tax rate back to 39.6% from 37%,
and that would enhance the allure of
munis for individuals. Biden also wants
to raise the corporate tax rate to 28%
from 21%, and that would probably in-
crease demand from corporations for
muni debt.
“If we get a blue wave, it’s likely that
tax-exempt bonds would do very well,”
says Peter Hayes, head of the municipal
bond group at BlackRock. “Munis are
very cheap and are not factoring in higher
tax rates.”
Triple-A-rated 10-year munis now yield
about 0.95%, 110% of the yield on the 10-
year Treasury note, now at 0.85%. That is
a high percentage relative to the past 20
years. It has usually been below 100%.
The yield on the 10-year muni is up
from a low of 0.55% in August but is
BARRON’S 13
E l e c t i o n . P a n d e m i c . U n c e r t a i n t y.
historically low, dampening demand from
individual investors. Hayes sees a favor- Worried About The Market?
able backdrop for the rest of the year.
Muni issuance was heavy in October,
at about $70 billion, although a growing
TAIL
chunk of that—now about 30%—is in the
taxable muni market. Muni supply is
expected to fall in November, and that
could bolster the market.
While state and local governments
are apt to get more financial relief from a
Democratic-controlled Washington, long-
term fiscal challenge stemming from the
pandemic are likely to persist. Barron’s CAMBRIA TAIL RISK ETF
highlighted this risk in a cover story in
August.
Seeks to mitigate significant downside market risk.
“There’s an enormous loss of revenue
going on, and we don’t know how long it
will last,” Richard Ravitch told Barron’s at
that time. Ravitch is the former Metropol-
itan Transportation Authority chairman •Won “Alternative ETF of the Year” at the 2020 Fund Intelligence
who helped pull New York City back from Mutual Fund Industry and ETF Virtual Awards
the brink of bankruptcy in the mid-1970s.
He is now director of the Volcker Alli-
•Lowest cost fund in the Morningstar Bear Market Category
ance, a nonprofit group that advises on
effective government. as of 9/30/2020 based on 59 funds
The metropolitan New York area has
been hard hit economically by Covid-19.
Moody’s Investors Service recently down- cambriafunds.com/tail
graded the credit ratings of New York
City, New York state, and the Metropoli-
tan Transportation Authority, which Past performance does not guarantee future results. Short term performance does not guarantee long term results.
operates the city’s subways, buses, and To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges
commuter rail networks. and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 855-
383-4636 (ETF INFO) or visiting our website at www. cambriafunds.com. Read the prospectus carefully before investing or sending money.
The city and state remain highly rated
at double-A2, while the MTA, which faces TheCambriaETFsaredistributedbyALPSDistributorsInc.,1290Broadway,Suite1000,Denver,CO80203,whichisnotaffiliatedwithCambriaInvestment
Management, LP, the Investment Adviser for the Fund.
a grave financial outlook because of sharp
declines in ridership, has a still-solid The Fund is actively managed.
investment-grade rating of single-A3. There is no guarantee that the Fund will achieve its investment goal. Investing involves risk, including the possible loss of principal.
Reflecting fears about the region’s out- Not FDIC Insured. May Lose Value. Not Bank Guaranteed.
look, long-term New York City debt yields Derivatives are financial instruments that derive their performance from an underlying reference asset, such as an index. Derivatives, such as put
about 2.5% and MTA debt yields 4%. That options, can be volatile, and a small investment in a derivative can have a large impact on the performance of the Fund as derivatives can result in
compares with a yield of about 1.75% on losses in excess of the amount invested. Options used by the Fund to offset its exposure to tail risk or reduce volatility may not perform as intended.
top-grade long-term munis. There can be no assurance that the Fund’s put option strategy will be effective. The put option strategy may not fully protect the Fund against declines
in the value of its portfolio securities.
Investors, however, may want to steer
clear of MTA bonds, given the agency’s © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may
not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible
high debt load of $44 billion, large pro- for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. CBM000279
jected deficits in the coming years, and
a need for federal financial help. B
14 BARRON’S November 2, 2020

R E VIEW 26,501.60
Dow Industrials: -1,833.97
420.92
Dow Global Index: -23.43
0.86%
10-year treasury note: +0.02

Testing Times HE SAID

Fear returned to wallop stocks, fed by
rising Covid-19 cases, no relief bill, and “This year has
the election. Corporate earnings were
mixed; gross domestic product, up forced us to face
7.4% in the third quarter from the prior
quarter, was deceptive, given the 9% plainly the things
plunge in the previous three months;
and oil hit new lows. Still, Big Tech that make us human:
soared and jobless claims fell. But Fri-
day saw more losses. On the week, the
disease, resilience,
Dow industrials lost 6.5%, to
26,501.60; the S&P 500 fell 5.6%, to
and hope.”
3269.96; and the Nasdaq Composite Apple CEO Tim Cook on the
company’s third-quarter earnings call
slipped 5.5%, to 10911.59.

A Matter of Control
Five members of Vice President Mike
A SURGE OF BLACK DIRECTORS Pence’s staff tested positive for
Covid-19 as Covid deaths in the U.S.

Opening Up THE NUMBERS

neared 230,000. Pence continued
campaigning, saying he was an “es-
sential” worker. In the last week of the

The Boards $2.74

The number of Blacks named to corporate boards surged
after George Floyd’s death in police custody on May 25.
Since then, says BoardProspects, a digital platform that
helps companies recruit directors and C-suite executives,
Russell 3000 companies have appointed 130 Black direc-
tors, compared with 38 in the preceding five months.
Recent price of cheese futures,
up from $1.80 per 40-pound
“block” in mid-August.
$58 B
China purchases of U.S. goods
campaign, President Trump argued
that Americans must accept the virus.
Hopes for a relief bill faded as the Sen-
ate adjourned. Much of Europe began
new lockdowns. Eli Lilly canceled a
Covid antibody trial of hospitalized
patients, and some hospitals got hit by Annals of Deal-Making
ransomware attacks.

The New Justice

While the number of Russell 3000 Black directors isn’t
available, Equilar, which tracks corporate leadership and
board data, says 8% of directors at S&P 500 companies
are Black, while 62% have a Black director. S&P 500 com-
panies are mostly larger than those in the Russell 3000.
The increase is dramatic, says BoardProspects CEO
Mark Rogers. “The cause and effect is clear. You can
absolutely point back to George Floyd’s death,” adding,
by Sept. 30, well behind the
$140 billion for the year agreed
upon in the trade deal.
$70 B
Moody’s Analytic estimate of
The Senate confirmed Amy Coney
Barrett to the Supreme Court, 52-48.
One Republican, Sen. Susan Collins of
Maine, voted against the nomination,
joining a party-line vote of Democratic
senators.
Chip maker Advanced Micro Devices
agreed to pay $35 billion in stock for Xil-
inx…In a second chip deal, Marvell
Technology Group said it would pay
$10 billion for Inphi... Bayer announced
that it would acquire U.S. biotech Askle-
pios BioPharmaceutical for as much as
$4 billion—$2 billion in cash and $2 bil-

“Companies are looking at their boards and saying, ‘We
don’t have a Black perspective.’ ”
money owed by 2.8 million rent-
ers by year end without a relief
Election Eve
With the pandemic raging, a historic
wave of voters cast their ballots early,
through the mail or in person. Both
lion in milestone payments….Blackstone
Group announced the acquisition of
self-storage company Simply Self Storage
from Brookfield Asset Management
for $1.2 billion…Canadian oil-sands pro-
ducers Cenovus Energy and Husky

Illustration by Elias Stein; David Paul Morris/Bloomberg

Of the 130 new directors, 72 were men and 58 women.
The group includes former White House counselor Val-
erie Jarrett and Ford Foundation chief Darren Walker,
both joining Ralph Lauren’s board; Equifax exec Bev-
erly Anderson (Expedia); former BET Networks CEO
Debra Lee (Procter & Gamble); and Robin Hood Foun-
dation CEO Wes Moore (Under Armour).
The push for corporate diversity has accelerated, with
the Business Roundtable outlining steps to advance racial
justice, and the Securities and Exchange Commission
requiring companies to report on management of human
capital. And California last week signed a law requiring
public companies headquartered there to add minority
directors by the end of 2021. — Leslie P. Norton
measure. Average arrears:
$5,400.
$434 B
Estimated U.S. state budget
shortfall, 2020 to 2022.
To get Numbers by Barron’s
daily, sign up wherever
you listen to podcasts or at
Barrons.com/podcasts
parties have lawyered up for a possible
litigation-filled conclusion. Former
Vice President Joe Biden and President
Trump, along with their running
mates, crisscrossed the U.S., making
final arguments. Facebook’s plan to
block political ads in the final week of
the campaign ran into glitches; Google
banned political ads for at least a week
after the election; and Twitter warned
users about misinformation and delays
in vote counting. The CEOs of the three
faced a bipartisan scolding before the
Senate on their content policies.
Energy agreed to an all-stock $2.9 billion
merger…Dunkin’ Brands is talking to
Inspire Brands, the private-equity owner
of Sonic, Arby’s, and Buffalo Wild
Wings, about going private. Price: $8.8
billion…Sheldon Adelson’s Las Vegas
Sands is exploring a sale of properties
along the Vegas Strip worth $6 bil-
lion…The Justice Department is consider-
ing blocking Visa’s acquisition of Plaid
on antitrust grounds…LVMH Moët
Hennessy Louis Vuitton and Tiffany
neared agreement on a price reduction
on their contentious $16.6 billion deal.
 November 2, 2020 BARRON’S 15

P R EV IEW
Americans head to the voting booths on Elec-
Tuesday tion Day. The latest polls, if correct, suggest a
Joe Biden presidency, a Democratic House of
Representatives, and a nail-biter in the battle for control of the Senate.
Sign up for the Review &
Preview daily newsletter at
Barrons.com/reviewpreview

Monday 11/2 ceuticals, T-Mobile US, Take-Two

Clorox, Estée Lauder, Henry
Schein, Ingersoll-Rand, Marathon
Petroleum, Mondelez Interna-
tional, PayPal Holdings, SBA
Communications, and Vornado
Realty Trust report earnings.
The Institute for Supply Manage-
ment releases its Manufacturing Pur-
chasing Managers’ Index for October.
Consensus estimate is for a 56 reading,
just above the September figure.
The Census Bureau reports construc-
tion-spending data for September. Ex-
pectations are for a 1% monthly rise, to
THE CASE FOR OIL-AND-GAS MERGERS a seasonally adjusted annual rate of
$1.43 trillion.
Interactive Software, Uber Tech-
nologies, Vulcan Materials, and
Zoetis report quarterly results.
The Federal Open Market Commit-
tee announces its monetary-policy de-
cision. The central bank has signaled
that it will keep the federal-funds rate
near zero until at least 2023 to boost
the economy.
The Bureau of Labor Statistics re-
ports labor costs and productivity for
the third quarter. Consensus estimates
are for a decline at seasonally adjusted
annual rate of 9.8% for costs and a gain
of 3% for productivity. This compares
with rises of 9% and 10.1%, respec-
tively, in the June quarter.

How to Pump That Sinking Feeling

Oil prices nosedived as the pandemic
hit. Now prices are falling again. Tuesday 11/3 Friday 11/6

Up Oil Prices West Texas Intermediate

Oil Prices, 10/19 to 10/20
$60
Eaton, Emerson Electric, Ferrari,
Gartner, Humana, McKesson, and
Sysco report quarterly results.
American International Group,
CVS Health, EOG Resources, Mar-
riott International, Toyota Motor,
and ViacomCBS hold conference
The oil industry feels like it did in the late 1990s. That’s a 40 calls to discuss earnings.
good thing, says Goldman Sachs analyst Michele Della Vig-
20
Wednesday 11/4
na. Oil prices bounced around in the ’90s, falling below The BLS releases the jobs report for
$10 a barrel in 1998. But oil stocks performed well, largely 0
Expedia Group, Hilton Worldwide October. Economists forecast a gain
through consolidation. Exxon and Mobil merged in 1999 to Holdings, MetLife, Pioneer Natural of 650,000 for nonfarm payrolls,
form Exxon Mobil, and the shares rose 10%. -20 Resources, Public Storage, and roughly even with the September
This decade has been miserable for oil and gas stocks, Qualcomm report earnings. figure. The unemployment rate is
which are trailing the market despite leading a U.S. energy -40 expected to decline to 7.7% from 7.9%.
renaissance. Domestic output has more than doubled since ADP releases its National Employ-
2010. That will have to reverse for a rebound, Della Vigna ’20 ment Report for October. Economists
argues. The industry lost nearly a quarter of its workforce in forecast an increase of 875,000 in pri- Coming Earnings
Consensus Estimate Year ago
the 1990s, says the Bureau of Labor Statistics. In recent Merger Medicine vate-sector employment, up from Sep-
M
weeks, four North American oil-and-gas deals have been tember’s 749,000 gain. Boise Cascade (Q3 ) $1.83 $0.69
announced, mostly involving shale companies: Cenovus Energy shares sank with oil prices,
CDW (Q3) 1.50 1.70
Energy buying Husky Energy; Pioneer Natural Re- and have failed to recover. ISM releases its Services Purchasing FirstEnergy (Q3) 0.79 0.76
sources acquiring Parsley Energy; Devon Energy merg- Energy Select Sector SPDR Managers’ Index for October. Expecta- Henry Schein (Q3) 0.77 0.90
Leidos (Q3) 1.23 1.36
ing with WPX Energy; and ConocoPhillips buying Con- Exchange-Traded Fund, tions are for a 57.8 reading, in line with
cho Resources. This will likely result in fewer workers, too. 10/19 to 10/20 the September data. More Earnings on Page M32.

As they join forces, industry members should start $60

Consensus Estimate
Day Consensus Est Last Period
making better investment decisions, he adds: “The oil-and-
gas industry has transformed over the past few years, in 50 Thursday 11/5 M September Construction Spending
October ISM Manufacturing
1.0%
56.0
1.4%
55.4
terms of long-cycle developments, into the most consoli- T September Factory Orders 0.55% 0.70%

dated market structure we have seen in 20 years.” 40 Alibaba Group Holding, Ameri- W September Trade Balance -$70.3 bil -$67.1 bil
TH Q3 Productivity 3.0% 10.1%
Investors and lenders have grown pickier about funding sourceBergen, AstraZeneca,
Illustration by Elias Stein

F October Nonfarm Payrolls 650,000 661,000

energy projects. But fewer of these, Della Vigna writes, should 30 Barrick Gold, Becton Dickinson, October Unemployment Rate 7.7% 7.9%
mean better economics for those moving forward. Capital Booking Holdings, Bristol Myers September Consumer Credit $14.0 bil -$7.2 bil
expenditures per barrel peaked at $300 in 2016, he notes, and 20 Squibb, Cardinal Health, Dominion Unless otherwise indicated, times are Eastern. a-Advanced;
f-Final; p-Preliminary; r-Revised Source: FactSet
are now below $150. As production slows, prices will rise. Energy, Duke Energy, Electronic
For more information about coming economic reports
Goldman has one of Wall Street’s highest oil price targets: an ’20 Arts, General Motors, Linde, Pelo- - and what they mean - go to Barron’s free Economic
average $59 next year, versus $40 today. — Avi Salzman Source: FactSet ton Interactive, Regeneron Pharma- Calendar at www.barrons.com
16
Chip Firms Bulk Up,
And Investors Balk
“The more scale you have,” AMD CEO Lisa Su says, “the more you can
do for your customers.” For investors, the picture is more complicated.
By MAX A. CHERNEY
S
emiconductor deals have
reached a frenzy. With more
than $100 billion worth of
acquisitions announced this
year, including two major
ones this past week, the chip
sector is being rethought
and remade by the companies rich
enough to strike deals.
The buying frenzy has as much to
do with physics as balance sheets. As
the billions of transistors that power
today’s chips grow closer to a single
atom in size, the research and devel-
opment costs have mounted, steadily
increasing to the point where smaller
businesses can’t afford the leap to
next-generation chips. More than ever,
size matters.
“By not addressing your scale,
you’re taking a lot of risks, getting
yourself into trouble further down the
line,” says Pierre Ferragu, an analyst
with New Street Research.
The need for scale is one of the ar-
guments that Advanced Micro De-
vices (ticker: AMD) CEO Lisa Su
made to Barron’s this past week, after
her company reached a deal to acquire
Xilinx (XLNX) for $35 billion. The
all-stock transaction, announced
Tuesday, values Xilinx shares at $143,
roughly a 25% premium to the previ-
ous day’s ending price. AMD expects
the acquisition to close by the end of
next year.
“The semiconductor industry is a
high-stakes investment game,” Su
said. “From that standpoint, scale is
very important. The more scale you
have, the broader the solutions you
can put together, the more you can do
for your customers.”
But with great scale, comes great
responsibility—and risk. For years
now, AMD has been a fairly straight-
BARRON’S
forward business—building increas-
ingly powerful computer and graphics
processing units for computers, video-
game consoles, and data centers. Not a
simple enterprise, by any means, but
one with a clear objective that pro-
vided a reason to buy the stock. AMD
has executed fabulously well.
Analysts expect the company to
generate $9.4 billion in sales this year,
up 40% from the total a year ago,
with net income more than doubling
to $1.5 billion, or $1.22 per share, on
an adjusted basis. Analysts forecast
earnings to grow another 50% next
year. The growth helps explain why
AMD shares have soared 126% in the
last 12 months.
The Xilinx deal, though, brings
AMD into the unknown. Xilinx has
long been known for its expertise in
so-called field-programmable gate ar-
rays (FPGAs), chips that can be repro-
grammed after they are produced. FP-
GAs are especially useful in emerging
technology, such as 5G wireless infra-
structure, for which there aren’t yet
custom-designed semiconductors.
AMD’s chief rival Intel (INTC) made a
similar bet on FPGAs when it acquired
Altera for $16.7 billion in 2015. That
hasn’t exactly been a game changer.
Shares of the chip giant have returned
just 48% over the past five years, badly
trailing the S&P 500 index.
“My first reaction is that AMD is
simply following the playbook that
Intel has already laid out,” says Brian
Bandsma, a portfolio manager at Von-
tobel Asset Management, says of the
Xilinx purchase.
Advanced Xilinx sales are projected to shrink
Micro Devices 3% this fiscal year, to $3.08 billion
from $3.16 billion a year ago. “It
AMD / Nasdaq
doesn’t seem to be a huge growth
$80 story right now,” Bandsma says.
One institutional investor tells Bar-
ron’s that its fund unloaded its AMD
80
position Tuesday because the stock’s
rich multiple—the shares fetch 46
70 times estimated earnings for the next
12 months—no longer makes sense
with Xilinx attached. The growth
60 story has been muddied by non-core
businesses, this investor says.
Sure enough, AMD shares fell 4%
50 on the deal news.
“I think we’ve given them a lot of
information this morning, so there’s a
40
little bit of digestion,” Su told Barron’s
right after the announcement.
30 If anyone can make the AMD-Xil-
inx pact work, it’s Su. An engineer by
’ 20
training, she became AMD’s CEO in
Source: FactSet 2014. Since then, AMD stock has
November 2, 2020
soared 2,200%, compared with a gain
of 270% for the PHLX Semiconductor
index. Barron’s named Su to its list of
the world’s best CEOs in 2019.
“We’ve spent the last five years
building an execution machine, and
that’s not going to change,” Su says
when asked about plans to bring Xil-
inx into the fold.
“We actually don’t need to do this,”
she adds. “The base business is going
very well, but in this industry you
have to think longer-term, and having
access to all of this technology capabil-
ity and market exposure strengthens
AMD for the longer term.”
O
n Thursday, Marvell Tech-
nology Group (MRVL) an-
nounced that it is buying fi-
beroptic-component and data-
center chip maker Inphi (IPHI) for
$10 billion. The cash and stock trans-
action values Inphi stock at $157.83 a
share—a rich 42% premium to
Wednesday’s closing price.
Investors weren’t entirely sold on
this deal either. Marvell shares fell
3.3% on the day of the announcement.
CEO Matt Murphy told Barron’s that
the price is justified, given that Inphi
is growing sales at 40% a year.
Here, too, scale is a big part of the
rationale, but in a different way. While
AMD is looking for new markets, Mar-
vell is doubling down on its existing
business, which focuses on data-center
chips and wireless infrastructure prod-
ucts. Inphi sells complementary prod-
ucts to many of Marvell’s customers,
and its sales are expected to grow 87%,
to $682.6 million, this year.
“From a financial point of view, this
thing has a kick-butt-looking P&L,”
Murphy says of Inphi’s profit and loss
statement. “It’s got a lot of revenue
growth.”
He adds that scale matters for Mar-
vell because it is using more people
and more expensive tools and spend-
ing more on manufacturing as it
moves to smaller transistors.
“The average cost of a semicon-
ductor advanced node project today
is at least $100 million, but if you
went back 10 or 15 years ago, it was
probably around $10 million,” Mur-
phy says.
“The cost of development and the
Illustration by Sam Island
complexity has gone up so much, that
you just have to have enough scale,”
he says. “If you invest $100 million in
making a chip, you had better sell
$500 million of that chip to the right
people.” B
 November 2, 2020
3 Industrials to Buy
On a Comeback Play
Here’s the scenario: China is rebounding from Covid, and so will the U.S.
These stocks will profit from both economies growing again.
A Cummins plant for large engines in Seymour, Ind.
BY AL ROOT
A
s China goes, so will
the U.S. And that
could lead to a turn-
around for hard-hit
industrial stocks.
Renewed Covid-19
concerns slammed
the stock market—particularly
industrials—as the S&P 500 index fell
5.6% this past week and the Industrial
Select Sector SPDR exchange-traded
fund (ticker: XLI) slumped 6.5%. The
fear is that the rise in cases will cause
Courtesy of Cummins Inc.
economic activity in the U.S. to grind to
a halt and depress shares of cyclical
companies even further.
For hope, look overseas. China, in
particular, looks strong. It’s not just
that China is the No. 2 economy in the
world and that U.S. industrials gener-
ate more than 10% of sales in Asia, but
also that China offers a glimpse into
what business may look like in North
America over the next few months.
Industrials like Parker-Hannifin
(PH), Littelfuse (LFUS), and TE
Connectivity (TEL) could benefit.
China was the first country hit by
the coronavirus, and the first to shut
down. But China also has been the
first to recover from the virus. Car
sales tumbled 80% in February but
rose 12% year over year by September.
China’s gross domestic product fell in
the first quarter for the first time since
“China
at least 1992 but grew 4.9% year over
year in the third quarter.
China’s gains have started to show
up in U.S. corporate earnings. Truck-
parts maker Cummins (CMI) blew
away expectations, mainly because of
the Chinese recovery. TE Connectivity
BARRON’S
sales were 12% above forecasts largely
due to China’s strength. “China contin-
ues to accelerate,” TE’s CEO, Terrence
Curtin, tells Barron’s, whileTrane
Technologies (TT) CEO Mike Lamach
says that from a business perspective,
China “looks similar to pre-Covid.”
That’s where the U.S. is headed.
Despite recent setbacks, the Dallas
Fed Mobility and Engagement Index
shows no decline, a sign that Ameri-
cans haven’t gone back into lockdown
mode yet. And the preliminary IHS
Markit Flash U.S. Composite PMI for
October rose to 55.5, a sign that the
recovery was still chugging along in
midmonth.
To be sure, China has controlled
the virus in a way the U.S. hasn’t, and
probably won’t. The U.S. is unlikely
to see massive government-mandated
contact tracing, but companies are
tracking employees. And a vaccine or
therapy could give the economy boost,
as would another round of fiscal stimu-
lus, something the market has written
off for now. Combine those factors with
low interest rates, and investors have a
recipe for faster-than-expected growth.
As Caterpillar (CAT) CEO James
Umpleby put it when his company
reported better-than-expected earn-
ings this past week, “While the situa-
tion remains fluid, overall we are cau-
tiously optimistic.”
Here are three companies that cau-
tiously optimistic investors should
keep an eye on.
Parker-Hannifin
Parker-Hannifin is the quintessential
short-cycle industrial company. Short
cycle refers to a business that goes up
and down over shorter periods, as
opposed to one that rises and falls
over a longer period. A Boeing jet,
which takes years from order to deliv-
ery, is a classic long-cycle product;
parts for the plane are short cycle.
Parker makes items such as valves,
seals, and switches that go into every
industrial end market. Its stock is up
some 1% this year as earnings fell to
$10.79 in fiscal 2020, which ended in
June, from $11.85 in 2019. Asian sales
are predicted to be flat in fiscal 2021,
but that could be conservative.
Wall Street remains optimistic that
growth will return. Analysts estimate
that Parker will earn $13.12 in fiscal
continues to 2022, easily besting prior highs. At a
accelerate.” recent $208 a share, Parker stock
trades at roughly 18 times 12-month
Terrence Curtin,
CEO, forward earnings. The stock could get
TE Connectivity a market multiple of 20 times if Covid
17
uncertainty subsides, and with an earn-
ings boost, as well, the shares could
trade near $260, up more than 20%.
Littelfuse
LittelFuse is another high-quality,
short-cycle industrial company that
makes, well, little fuses. Its products
end up in electronics used in a host
of products, including cars, air condi-
tioners, and telecom equipment.
Sales dropped about 19% year over
year in the first half of 2020. But sales
growth returned in the third quarter,
rising 8% from the year before. Man-
agement credited robust electronics
demand in China for the rebound, as
quarterly sales in the region rose 24%.
The stock is up 3.4% this year, but
shares can keep rising, thanks to both
economic and company-specific fac-
tors. Cyclically, auto and electronics
markets are improving, as indicated by
global auto sales and Littelfuse’s recent
earnings. Secularly, the amount of elec-
tronics used in cars and other products
is rising, which means that Littelfuse is
benefiting from growing markets.
The stock trades at 28 times earn-
ings, above the S&P 500, thanks to its
above-market growth, which has
averaged about 10% over the past five
years, including a rough 2020. Baird
analyst Luke Junk rates the shares a
Buy with a $218 price target, about
10% higher than recent levels of $198.
TE Connectivity
TE Connectivity supplies components
to telecom, automotive, electronics, and
industrial sectors. More than half of
sales comes from transportation end
markets. In addition to automotive
improvement, TE enables the fast-
growing vehicle-electrification market.
The car business has been a liabil-
ity, but is improving. In China, sales
have grown 12% year over year in the
past three months, while the U.S. is
back to 97% of pre-Covid levels. And
the global production outlook is rising,
with China growing again and U.S.
dealer inventories far below normal.
As the global auto recovery contin-
ues, sales can come in even higher than
the $3.2 billion that Wall Street is pro-
jecting for 2020’s last quarter. That’s
good news for the stock, which trades
for 19 times estimated next 12-month
earnings, just below the S&P 500 mul-
tiple. Goldman Sachs analyst Mark
Delaney believes that the shares can hit
$120, up more than 20% from recent
levels due to cyclical improvement and
secular trends such as electric cars. B
18 BARRON’S November 2, 2020

Your time is better

spent getting
investing information
tailored to your
unique needs.

There’s way too much investing information on the internet. That’s why we created a personalized learning experience
that customizes to fit your investing goals. Curated from our vast library of exclusive content, it gives you exactly the
information you need, and none of the information you don’t.
Get started at tdameritrade.com/education

TD Ameritrade, Inc., member FINRA/SIPC. © 2019 TD Ameritrade.

 November 2, 2020
Zynga Finds
A Global
Stage for Its
Mobile Apps
Zynga gets overshadowed by
larger videogame makers, but the
company is learning how to play
in a market of two billion people.
By MAX A. CHERNEY
V
ideogames have been one
of the stock market’s star
attractions in 2020, mostly
powered by Covid-19 quar-
antines and the coming
release of new game con-
soles from Sony and Micro-
soft. Another long-running trend pre-
dated the pandemic, however, and will
surely outlast it: mobile gaming.
An estimated two billion people
now play videogames on mobile de-
vices. Videogame makers all benefit
from the broad participation, but
there are limited pure-play stocks
on the theme.
The largest in the U.S., by far, is
Zynga (ticker: ZNGA). Despite huge
growth, the stock plays second fiddle
to those of larger game publishers
Activision Blizzard (ATVI), Elec-
tronic Arts (EA), and Take-Two
Interactive Software (TTWO). That
creates an opportunity for investors.
Zynga shares could have significant
upside in the year to come.
For years, Zynga was essentially
an offshoot of Facebook (FB). Its hit
FarmVille game relied on the giant
social network, which complicated life
for the game maker and weighed on
profitability. Since taking over in 2016,
CEO Frank Gibeau, a 20-year veteran
of Electronic Arts, has widened
Zynga’s circle of friends.
Courtesy of Zynga
The company now counts eight
games with at least $100 million
worth of sales, according to Jefferies
analyst Alex Giaimo.
“At their base, [our mobile games]
BARRON’S
Since taking over as Zynga’s CEO in 2016, Frank Gibeau has expanded profit margins and made key acquisitions.
are about being social with other
people, and they are meant to be en-
tertaining people 24/7, 365,” Gibeau
says. “Every quarter, we want to come
out with some big new feature or
some big new content for each game.”
Wall Street forecasts Zynga sales to
grow 42% this year, easily outpacing
the larger game makers, to $2.23 bil-
lion. While the big videogame makers
generally rely on big hits and new
consoles to drive sales, Zynga has a
steady stream of sales, which now
generate significant profits, as well.
In 2020, analysts expect record net
income of $377 million, or 35 cents a
share, excluding certain costs like ac-
Our quisitions and stock-option expenses.
mobile That’s up 45% from a year ago.
Investors are largely still stuck in a
games FarmVille state of mind, and they don’t
“are about give Zynga full credit for the growth.
Zynga shares trades at less than four
being social times sales estimates for the coming
with other year, versus an average of 6.3 times for
Activision, EA, and Take-Two. At 23
people, and times forward earnings, Zynga also
they are trades below the peer price-to-earn-
ings average of 25, despite a more-
meant to be reliable and generally faster-growing
entertaining earnings stream.
While the console market domi-
people 24/7, nated by Zynga’s peers can be lucra-
365.” tive, the roughly 210 million consoles
Zynga CEO is a small market compared with the
Frank Gibeau billions of people who play mobile
games, according to Giaimo’s research.
While there’s more competition on
phones, mobile games also come with
far lower development costs.
“Not only is mobile the fastest-
growing segment, but also it is the
most competitive and is the cheapest
category to create a game, so it makes
the barrier to entry a bit lower,” says
Giaimo.
That creates a challenge for up-
start videogame developers, but
Zynga’s scale allows it to stand out.
The company’s portfolio includes
Words with Friends and Zynga Poker,
along with Harry Potter– and Star
Wars–licensed games.
A
fter going public at $10 in 2011,
Zynga stock spent much of the
following decade mired in the
low-single digits.
The stock, which closed Friday just
below $9, fell as low as $2 in 2016,
giving the company a value less than
its assets, which included a lavish San
Francisco headquarters that has since
been sold.
The turnaround has roughly coin-
cided with Gibeau’s arrival four years
ago. “We started building fewer
games,” the CEO says. “We started
focusing on making the games we
had much bigger.”
In the second quarter, the com-
pany had 22 million daily active users
19
and 70 million users that tuned in at
least once a month.
In comparison, Nintendo has sold 61
million units of its popular Switch con-
sole since its release in 2017. Its top-
selling Switch game, Mario Kart 8 De-
luxe, has sold 27 million copies.
The broad reach of Zynga’s games
helps to maximize profits by spread-
ing development costs across a larger
base. Zynga’s operating profit margin
has more than doubled since Gibeau
arrived.
Now, Zynga is using the success to
scale up more. The company bought
Turkish game developers Peak for $1.8
billion in July and Rollic for $168 mil-
lion in October.
Peak’s games are similar to some
of Zynga’s current mobile offerings,
including a popular one called Toon
Blast. Rollic adds so-called hypercasual
games—simple games that are cheap
to make and have a relatively short
shelf life—to the company’s portfolio.
Together, the acquisitions will bring
millions of new users that Zynga may
be able to attract to its existing fran-
chises.
While Zynga has managed to free
itself from Facebook, the company still
relies on Apple (AAPL) and Alpha-
bet’s (GOOGL) Google. The companies’
app stores are Zynga’s primary source
of distribution.
That has been a worry for some
investors, particularly as Apple weighs
changes to advertising technology in its
iOS mobile operating system that could
limit Zynga’s ability to track ads and
recruit new users.
Gibeau says that the game maker
has a plan to mitigate any potential
damage to its advertising revenue—
which was 20% of total revenue last
year—and to its ability to attract
fresh players to its titles.
“It’ll require us to build some new
tools,” he says, and “to change some
of the processes in terms of how we
acquire users.”
The good news is there are billions
of people to choose from. B
Zynga’s Good Game
ZNGA / Nasdaq
Key Data
Recent Price $8.99 2019 EPS $0.24
2019 Rev (bil) $1.6 2020E EPS $0.35
2020E Rev (bil) $2.2 Forward P/E 22.9
E=Estimate. Source: FactSet
20 BARRON’S November 2, 2020 November 2, 2020 BARRON’S 21

FED CHIEF STEERS

A STEADY COURSE
IN A TURBULENT TIME
Yes, Tuesday’s election will be a critical moment for the nation.
But for investors nervous about its outcome, Federal Reserve Chairman
Jerome Powell may just be the most important man in Washington.

By NICHOLAS JASINSKI

T
his week, amid a tumultuous U.S. election, the
Washington leader who has done more than any
other to stabilize the U.S. economy and steady mar-
kets will go about his business as usual.
On Wednesday, Federal Reserve Chairman Je-
rome Powell will lead the Federal Reserve’s instru-
mental decision-making panel, the Federal Open
Market Committee, in a two-day session on the economy
and monetary policy. For investors, Powell is arguably a
more important figure in Washington than whoever will
occupy the White House come 2021.
Faced with a pandemic that has forced Americans to
stay in their homes and shut down their businesses, the
Fed, under Powell’s leadership, acted swiftly to prevent a
major financial catastrophe from unfolding. The central
bank cut interest rates to near zero, unleashed enormous
bond-buying programs, deployed new lending facilities,
and went far beyond what any Fed had done in the past.
No major change in Fed policy is expected this week—or
in the months to come. Yet monetary policy is set to remain
a steadfast support for the U.S. economy, and a backstop
that takes the worst-case financial-market outcomes off the
table. At the center of that will be Powell, whose term runs
until February 2022.
As a recovery begins to unfold, his next steps will be
to try to return Fed policy to a stance that resembles
normal—although that will mean something very different
in a post-Covid-19 world. How the central bank can wean
the market and the economy off the support it has provided
during the pandemic will be its most critical challenge in
the coming years.
Guiding its approach will be a rethinking of the central

Photograph by T.J. KIRKPATRICK

22
bank’s goals that recently has been
completed under Powell. The way that
officials react to inflation and unem-
ployment indicators will change in the
coming economic cycle.
“His lasting legacy I think will be
the important shift in the orientation
of Fed policy,” says Peter Hooper,
Deutsche Bank’s global head of eco-
nomic research, comparing it to the
Paul Volcker Fed’s quashing of infla-
tion. “It’s as important as what Vol-
cker did in the 1980s. There will be
risks, but I think that shift is some-
thing Powell will be remembered
for.”
There are limits, however, to what
monetary policy can do—something
that Powell has clearly recognized.
With the economy still in the grips of
the pandemic, the Fed chairman has
been a frequent and vocal advocate for
more fiscal stimulus from Congress.
And that at times has threatened to
drag him into the more turbulent
waters of politics.
President Donald Trump has
backed off on his criticism about Pow-
ell in recent months, after a long spell
of berating him on Twitter for not
cutting interest rates to below zero. In
August 2019, at the height of U.S.-
China trade tensions, the president
even asked, “Who is our bigger enemy,
Jay Powell or Chairman Xi?” Despite
Trump’s recent approval, it is unclear
whether Trump or Joe Biden would
renominate Powell when his four-year
term expires. If Biden is elected, there
would be a recent precedent: Presi-
dent Barack Obama nominated Ben
Bernanke for a second term in 2009.
Still, Powell, 67, has shown himself
able to remain cool and calm when the
political brickbats are flying, and to
keep a laser focus on the economy.
“He’s a pragmatic pivoter,” says
Edward Yardeni, an economist and
president of Yardeni Research. “He’s
done what he set out to do, and [shown
a willingness to] change his mind
depending on what the situation de-
mands, but not be totally inconsistent.”
It may help that unlike many of
his successors, Powell doesn’t have a
background as a Ph.D. economist who
spent years in the halls of academia.
A graduate of Princeton University
and Georgetown Law, Powell had
stints as a federal appeals court clerk
and at two law firms, before moving to
investment banking. He then served
three years at the Treasury Depart-
BARRON’S
ELECTION 2020
The Powell Era
What the S&P 500 and the upper-bound of the federal-funds rate have done during Jerome Powell's
tenure as chairman of the Federal Reserve.
3750 S&P 500
3500
3250
3000
2750
2500
2250
2000
Feb. 2018 ’19
ment under President George H.W.
Bush, rising to undersecretary for
domestic finance in 1992.
He joined the private-equity firm
Carlyle Group in 1997, focusing on
industrial company buyouts. In 2005,
he set out on his own, founding
Severn Capital Partners the next year.
P
owell joined the Fed board in
2012 under Obama. Trump se-
lected Powell to be chairman,
and he began his four-year term
in February 2018.
At first, Powell largely continued
along the path of his predecessor,
Janet Yellen. That meant gradually
increasing the federal-funds rate,
which had dropped to near zero dur-
“The way ing the global financial crisis.
At that time, policy makers wor-
[Powell] ried about getting ahead of impend-
handled the ing inflation and having room to
cut rates in a future crisis. The Fed
criticism raised interest rates by a quarter of
from the a percentage point four times in 2018
and began to reduce the size of its
White House $4.5 trillion balance sheet by allow-
was telling ing bonds to roll off to the tune of
$50 billion a month.
about him That monetary tightening drew fire
as a person from critics who pointed to uncertain-
ties in the economic outlook. No de-
—that he tractor was more vocal than Trump,
didn’t sway.” who repeatedly called for lower inter-
Peter Hooper, est rates to match negative rates in
Deutsche Bank’s Europe and Japan.
global head of Powell managed to avoid address-
economic research
ing the president’s criticism directly,
Fed Funds Rate (upper bound) 3.0%
2.5
2.0
1.5
1.0
0.5
0.0
’20
Source: Bloomberg
emphasizing the Fed’s independence
and saying that it would do what the
economic data demanded.
“In retrospect, the way he handled
the criticism from the White House
was telling about him as a person—
that he didn’t sway,” Deutsche Bank’s
Hooper says.
Trump did eventually get his wish,
however. In early 2019, Powell said
that the Fed would be “patient” with
regards to further rate increases and
gradually reduce its balance-sheet
roll-off.
“When the situation changed and
global economic weakness threatened
to spill over to the U.S., he led the
committee to back away from their
previous path,” says Donald Kohn, a
former vice chairman of the Fed and
now a senior fellow at the Brookings
Institution. “That’s what you have to
do.”
Powell’s pragmatism was tested
when the Covid-19 crisis hit. In be-
tween scheduled meetings on March
3, the Fed lowered the federal-funds
rate by half a percentage point, fol-
lowed by a full point less than two
weeks later, to a target range of zero
to 0.25%—as low as possible without
going negative. It also promised to buy
hundreds of billions of dollars of Trea-
suries and mortgage-backed securi-
ties, reduced bank reserve require-
ments, and unveiled programs to
maintain dollar liquidity worldwide.
In the following weeks, Congress
passed the Cares Act, a $2.2 trillion
November 2, 2020
economic stimulus bill that also
funded lending facilities for the Fed
to extend emergency credit directly
to large and small businesses and mu-
nicipalities. And the Fed began to buy
a wider range of securities, including
corporate bonds, commercial paper,
and municipal debt—some through
exchange-traded funds.
“I give the Fed very high marks
for its Covid response,” says Sonal
Desai, chief investment officer of
Franklin Templeton Fixed Income
and a member of the Barron’s Round-
table. “They’ve gone further than
people thought was possible, quicker
than people thought was possible.”
The Fed barely got started unwind-
ing measures put in place to combat
the financial crisis. Will it be able to
remove the Covid-crisis support?
In late August, at the Kansas City
Fed’s virtual Jackson Hole sympo-
sium, Powell unveiled a new ap-
proach to inflation targeting that will
govern the central bank’s actions in
the coming recovery. Rather than
trying to get ahead of rising inflation
that theory dictates will appear once
the unemployment rate falls below a
certain threshold, the Fed could al-
low prices to run hot for extended
periods to make up for shortfalls in
the past. And allowing unemploy-
ment to fall as close to zero as possi-
ble, as it did before the pandemic,
extends more of the gains of the ex-
pansion to minority and lower-in-
come groups.
In essence, the Fed won’t be remov-
ing the punch bowl when the party
warms up—to paraphrase former
Fed Chairman William McChesney
Martin—but will wait for last call.
Time will tell whether the Fed’s
new policy approach—called flexible
“average inflation targeting”—will be
successful. So far, the bond market
does not appear persuaded. Long-
dated Treasury yields have hardly
budged since the Jackson Hole speech,
and they aren’t pricing in any signifi-
cant inflation over the coming years.
But the new framework should be
enough to give the market and inves-
tors confidence that Fed policy will
remain supportive for years, while
also giving Powell room to adjust
based on what happens in the real
economy—another pragmatic move.
“I would call it ‘constructive ambi-
guity,’ ” Desai says. “They haven’t put
into place some kind of mathematical
November 2, 2020 BARRON’S 23

formula that would tie their hands.

They’re giving themselves maximum H O W D O YO U
M A N AG E R I S K
flexibility, while still comforting the
markets.”
Others are not so sure. “The conse-
quence of these repeated interventions
is that the Fed is expected to intervene
THROUGH
everywhere,” says James Grant,
founder and editor of Grant’s Interest BOTH CHAOS
Rate Observer. “When there’s a new
crisis, will the Fed intervene with yet a AND CALM?
bigger balance sheet and with yet a
lower interest rate? So the question, to
my mind, is where does it end? And I
don’t know.”
Powell has pushed boundaries
in another way, becoming one of the
loudest cheerleaders in Washington
for another fiscal stimulus package.
Without ever going so far as to recom-
mend the size, content, or timing of
a potential bill, he has emphasized the
need for support from Congress, as
have other Fed governors. That has
invited criticism about eroding the
independence of the Fed.
“I think the Powell Fed has re-
mained independent of any political
pressure itself,” Yardeni says. “But
with the Fed calling for more fiscal
stimulus, they have lost any claim to
total independence.”
The calls for fiscal stimulus also
reflect how monetary policy is already
nearly full-tilt easing. Powell and
other Fed policy makers have ex-
pressed skepticism about the effective-
ness of negative interest rates, but
have implied that there is more that
can be done in the realm of asset pur-
chases, or via the Fed’s lending facili-
ties. That may become necessary if
greater borrowing-funded fiscal policy You can’t control the changing tide
does lead to higher bond yields down of the markets, but we can help you
the road. navigate it. CME Group helps you
Still, Congress’ spending powers manage risk and capture opportunities
are arguably better suited to combat-
across all major asset classes. We
ing a health and unemployment crisis
than the Fed’s lending or interest-rate deliver nearly one billion data points
powers can be. daily, informing the insight you need
Under Powell, circumstances de- to refine your trading strategy. For
manded asking more from monetary taking advantage of opportunities
policy than has ever been asked in all market environments…
before, and much of his legacy has
already been cemented by his speed
CME Group.
and willingness to act during the
Covid-19 crisis.
V I S I T C M E G R O U P. C O M /AC T I O N
Although likely to be less eventful,
the way that Powell steers the Fed
under its new framework and weans 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.
markets off the extraordinary mea-
sures in the coming years may leave
just as large a mark. B
24
5 Stocks to Hold
Long After Tuesday
Certain trends will continue to play out no matter who occupies the
White House. Investors should put infrastructure at the top of the list.
By LIZ MOYER
N
o matter who wins the U.S.
presidential election on
Nov. 3, and regardless of
which party controls Con-
gress, the country will still
be wrestling with a viral
pandemic and the uncer-
tainties of a battered economy.
It’s difficult to predict how the mar-
kets will react to these challenges.
What we can do is look at some key
trends that appear to be election-
proof, thus offering patient investors
some long-term opportunities.
Start with the famously battered
U.S. infrastructure, which demands
everything from fixing bridges and
highways to building electric-vehicle
charging stations to installing commu-
nications towers across rural Amer-
ELECTION 2020
ica. It’s something Washington loves
to talk about—without taking much
action. But investors don’t have to
wait. The needs are so great that some
companies are already moving on
their own on big job-creating initia-
tives, which, at a minimum, will boost
construction and engineering.
“It’s hard to argue that the country
doesn’t have infrastructure problems,”
says Scott Davis, CEO of Melius Re-
search. “There’s a lot of money that
needs to be spent.”
Where else should investors look
for postelection opportunities? Well,
there’s a giant need for greater and
more accurate coronavirus testing and
tracing capabilities—and that will help
the companies that supply them. And
a weaker dollar brings with it infla-
tionary fears, which have helped fuel a
23% gain in the price of gold this year.
BARRON’S
More stimulus from Washington and
an ever-swelling deficit could drive
the price of the yellow metal, and the
companies that mine it, even higher.
Here, then, are five stocks that look
primed for gains, regardless of the
election’s outcome.
Abbott Laboratories
Abbott Laboratories’ (ticker: ABT)
six coronavirus tests drove a 39% gain
in third-quarter diagnostic sales. So
far this year, Abbott has delivered
more than 100 million Covid-19 tests,
with $881 million in sales in the third
quarter alone.
Earlier in October, the company
raised its full-year forecast for earnings
per share to $3.55, versus analysts’
average of $3.32.
Abbott’s latest $5 swab test is de-
signed to produce a result in 15 min-
utes, and is connected to a mobile app
people can use to validate their results.
The Food and Drug Administration
granted emergency-use authorization
for the so-called antigen test in Au-
gust, the first of its kind out of the gate.
Analysts at SVB Leerink call Ab-
bott, a $188 billion health-care behe-
moth, one of the safer stocks to own
in the large-company medical tech-
nology sector. Strong demand “will
drive a meaningful sales and EPS
estimate increase in 2021 and 2022,”
says SVB analyst Danielle Antalffy.
Her sales estimates for 2020 and
2021 suggest 14% growth, which
helps explain an estimated 2021
price/earnings multiple of 24.4.
A new stimulus package from Con-
gress—currently under negotiation but
possible after the election—includes
funding for testing and could be an-
other catalyst for growth, according to
UBS analysts.
While diagnostics is Abbott’s fast-
est growing business segment, the
company is also seeing momentum in
medical devices. Sales of its blood-glu-
cose monitoring systems for diabetics
“It’s hard to jumped 36% in the third quarter.
Abbott shares are up 22% this year
argue that and touched a 52-week high in late
the country August after the FDA approved its
rapid Covid test. Abbott, with
doesn’t have 107,000 employees, reported $32 bil-
infra- lion in revenue last year. Despite its
rollout of coronavirus tests this year,
structure Abbott hasn’t significantly increased
problems.” research and development spending,
Scott Davis, CEO, which runs at just over $2 billion a
Melius Research year, or about 6% of revenues.
November 2, 2020
There are risks. Diagnostics like the
antigen tests is a fluid, fast-changing
business. And there’s Abbott’s ability
to get its products from development
to approval to sales, especially given
the unpredictability of the regulatory
environment, notes SVB’s Antalffy.
Newmont
Gold has already been on a tear this
year as investors seek a haven from a
weak dollar and slumping oil prices.
The yellow metal, which hit a record
$2,063 an ounce in August, is a better
alternative to negative or zero bond
rates, and generally benefits from a
flight from risk assets when markets
get volatile. Low rates and volatility
are expected to linger into next year.
While Warren Buffett’s Berkshire
Hathaway (BRK.A) recently made a
play in the segment with a $560 million
stake in Barrick Gold (GOLD), James
Rasteh of Coast Capital calls Newmont
(NEM), the world’s largest gold pro-
ducer (Barrick is No. 2), another op-
tion. Last year, Newmont created a
joint venture, Nevada Gold Mines, with
Barrick, holding a 38.5% stake.
Newmont mostly operates in politi-
cally stable North America and Austra-
lia, with limited exposure to more vola-
tile regions. Its average real price of
gold rose 31% in the second quarter.
Newmont said third-quarter revenue
rose 17% over the past year, and ad-
justed earnings per share of 86 cents
beat the analyst consensus. CEO Tom
Palmer told Barron’s that “Newmont is
a long-lived business that is well run,
with a good yield and leverage to gold
prices.”
Longtime gold investor Jean-Marie
Eveillard—who, until recently, was
senior advisor to First Eagle Funds,
which at the end of June held 19.5 mil-
lion shares of Newmont worth $1.2
billion—credits Newmont’s manage-
ment with successfully guiding the
company through the uncertainties
and restrictions of the pandemic.
Canaccord Genuity’s Carey Mac-
Rury has set a price target of $88 on
Newmont, implying a 50% increase
over the next 12 months. Shares are up
Illustration by Daniel Hertzberg
35% year to date and hit a 52-week
high in August. But at a 13.3 2021 P/E,
Newmont looks like a bargain, partic-
ularly if gold continues its run.
SBA Communications
New mobile phones connected to a
next-generation 5G network have been
November 2, 2020
grabbing headlines lately, but it’s the
companies that operate the towers and
the network that will likely benefit
first from early adoptions.
That means tower operators like
$33 billion SBA Communications
(SBAC) are the ones to watch. SBA is a
real estate investment trust that owns
almost 33,000 wireless towers across
North and South America. Analysts
are forecasting 7% sales growth over
the next year. The pandemic appears
to have increased the use of wireless
networks, notes Raymond James,
which argued earlier this year that
volatility in SBA shares had created
an opportunity for investors.
In August, SBA CEO Jeffrey Stoops
said that “the pandemic has high-
lighted the critical role of wireless as
the primary source of broadband ser-
vices, even before consideration of all
the benefits 5G service will bring.”
Adjusted funds from operations
(AFFO), a critical measure of a REIT’s
performance, rose roughly 14% in the
second quarter over the prior year, de-
spite Covid-related business shutdowns.
SBA gets the bulk of its cash flow
from U.S. tower leases, which are
long-term contracts. The towers have
significant growth potential as tele-
coms build out 5G wireless networks.
T-Mobile US’ (TMUS) merger with
Sprint, justified on the grounds of
competing in 5G, and its sale of
Sprint’s prepaid wireless business to
DISH Network (DISH) to avoid anti-
trust issues, should accelerate this.
That clears the way for SBA to
build new towers and thus sign new
leases, Raymond James says. The
stock, at a recent $295, is up 22% this
year. It trades at a premium to the
market, at 28.8 times estimated 2021
CHDVX
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
Looking Past the Election
These stocks should outperform no matter who wins the U.S. election.
Recent Market 1-Yr 2021E
Company / Ticker Price Value (bil) Return Revenue (bil)
Abbott Laboratories / ABT $106.42 $188.4 29.5% $38.4
Newmont / NEM 58.65 47.1 53.2 14.2
SBA Communications / SBAC 295.42 33.1 24.6 2.2
Roper Technologies / ROP 367.50 38.5 8.1 6.3
Carlisle / CSL 120.52 6.4 -21.4 4.5
E=Estimate; *Adjusted funds from operations; **Price/AFFO
AFFO, because analysts forecast bet- Through September, Roper con-
ter than 10% average annual AFFO verted 28% of its revenue to free cash
growth through 2023, driven by 5G. flow, company officials say. Roper
raised its full-year earnings guidance
Roper Technologies to a range of $12.55 to $12.65 a share
Roper Technologies (ROP) is a rela- from $11.90 to $12.40.
tively obscure company behind the Roper is an acquisitive company
technology focused on some very well- that targets asset-light businesses in
known problems. For instance, Roper niche markets with high cash flows.
makes electronic toll-payment systems That cash is used for acquisitions and
like the one that runs E-ZPass, and it’s to pay down debt. Its segment operat-
working with New York City to design ing margins average about 30%. “It is
a congestion-tolling system for Man- a category buster,” Dray says.
hattan, a bigger problem before Covid. The company closed on its biggest
It also makes water meters that don’t deal ever in September, the $5.3 billion
require utilities to send agents to purchase of Vertafore, which makes
homes and video intubation technol- software used by insurance companies
ogy used in Covid treatment. and agents to communicate with each
RBC Capital Markets analyst Deane other and policyholders.
Dray says the stock is poised to out- “We are well positioned for a
perform because half of Roper’s busi- strong fourth quarter and a great
ness is in software and software-as-a- 2021,” says CEO Neil Hunn. Shares
service, a booming tech sector. The are up 4.7% this year, hitting a recent
company has beaten earnings expecta- high in August.
tions for four straight quarters, but
what makes Roper stand out is its abil- Carlisle
ity to generate cash, he says. Adjusted Carlisle (CSL) makes roofing for
free cash flow for the third quarter was schools, malls, and other commercial
$442 million, up 14%, on a 1% increase properties. It also produces a variety
in revenue to $1.4 billion. of other products, such as paint spray
C U L L E N H I G H D I V I D E N D E QU I T Y F U N D
For further information, please contact 212.644.1800, info@cullenfunds.com or visit www.cullenfunds.com
25
guns, brakes, and wire and cables, all
for commercial use.
Like Roper, it’s a low-profile com-
2021E 2021E
pany with lots of upside, says James
EPS P/E
Hounsell of Centerstone Investors.
$4.36 24.4 The biggest catalyst: an expected
4.42 13.3 boom in replacement roofing as 30-
year-old installations come up for
10.27* 28.8**
renewal, he says. Shares are down
14.72 25.0 25% this year but have recovered 25%
7.11 17.0 since hitting a low in May.
Carlisle set a goal to reach EPS of
Source: Bloomberg
$15 by the end of 2025—up from $6.16
currently—and the pandemic isn’t
slowing it down. “Despite challenging
dynamics across several markets, I
want to be direct in saying we are fac-
ing them head-on and absolutely re-
main committed” to achieving that
goal, CEO D. Christian Koch said on a
conference call in October.
Commercial roofing was an esti-
mated $5.77 billion business last year,
according to Principia Consulting, and
is projected to grow to $8 billion in the
next decade. Since most of the work in
the sector is reroofing, that growth
doesn’t depend on a wave of construc-
tion that may, or may not, continue.
Carlisle has plans to increase its
operating margin to 20%, from 14% in
last year’s third quarter, though reve-
nue for the first nine months of this
year is down 13% from the same pe-
riod last year. Shareholders have seen
their dividend rise 17%, to $1.52, in the
same period.
This is also a business Buffett likes;
Berkshire Hathaway bought competi-
tor Johns Manville two decades ago.
Hounsell says it’s a business with a
sticky customer base, meaning they
tend to be loyal to their roofing suppli-
ers because installation requires train-
ing and know-how. B
26
Prognosis for
Managed Care:
It’s Rally Time
Presidential elections tend to hit managed-care stocks.
Then the rhetoric fades. Anthem is a good bet this time.
By DAREN FONDA
P
aying more for health
insurance is nearly as
certain as death and taxes.
So, too, might be gains for
managed-care stocks in the
months after Election Day.
Discounts on managed-
care shares historically widen in the
months leading up to a presidential
election, peaking at 34% relative to the
S&P 500 index, according to UBS.
Stock multiples then expand in the
aftermath, as the political rhetoric
fades and the industry learns to live
with Washington’s new rules. The
stocks have gone on to rally by 22%
in the six months after the past seven
presidential elections and were up 43%
a year later, beating market returns.
One stock that looks intriguing:
Anthem (ticker: ANTM), the country’s
second-largest managed-care company,
with 42.6 million members. Anthem’s
profits fell 14% in the third quarter from
their year-earlier level, largely due to
pandemic-related issues, and the stock
has fallen more than 7% since the com-
pany issued tepid guidance. But the
shares trade at 11 times estimated 2021
profits, a steep discount to the market
and some other insurers. The company
is adding to its Medicare and Medicaid
membership rolls and expanding into
areas such as behavioral health and
pharmacy benefits. Anthem says that it
will lift earnings at least 12% in 2021,
boosted by price increases, new revenue
streams, and industry tailwinds.
“Anthem is in a compelling position,
and the valuation looks attractive, given
our bullish outlook on the fundamen-
BARRON’S November 2, 2020
ELECTION 2020
Anthem Stats
$129 Bil
Est. 2021 Revenue
13%
Est. 2021 EPS
tals,” says SVB Leerink analyst Stephen
Tanal. He expects Anthem to boost ad-
and an adverse ruling—backed by new
Justice Amy Coney Barrett, who has
Covid-19-induced recession.
Insurers also have some tailwinds:
Growth justed earnings per share at a 14% rate signaled opposition to the law—could The industry is getting a big tax break in
through 2022, the fastest profit growth deal a setback to the sector. Democrats 2021 with the repeal of an ACA tax on
11.3
Est. 2021 P/E
in the industry, and raised his price
target this week to $370, 34% above its
recent price. Even then, Anthem would
call for expanding the ACA, deepening
the pool of insured Americans, but
they also favor a “public option” for
health plans, estimated to save insurers
$15 billion a year. Managed-care compa-
nies are benefiting from rising enroll-
still trade at just 10 times 2022 earnings Medicare, putting it in competition ment in Medicare plans, as 10,000 peo-
$72 Bil
Market Value
estimates of $28.50 share.
Health insurers face looming politi-
cal and regulatory risks, which could
with private plans. Republicans aim to
cut government health-care expendi-
tures and eliminate the ACA, moves
ple turn 65 every day, and they are
increasingly managing Medicaid plans
for states. The ACA, while hobbled by
Source: FactSet keep their stocks, and multiples, de- that could cut the growth outlook for legal challenges, continues to subsidize
pressed. The Supreme Court is hearing managed-care companies. Either way, insurance for low-income and unem-
a challenge to the Affordable Care Act, there is always the threat of higher fees ployed Americans.
and corporate taxes, along with lower Insurers have also diversified and
reimbursement rates for Medicare and gained scale across geographies and
Postelection Bounce Medicaid. Managed-care companies product lines. Mergers in the past few
Health-insurance stocks have outperformed sharply after may also face stiffer regulations on the years have consolidated the industry
presidential elections. amount of premium revenue they are into seven companies that now cover
Managed-Care Stock Performance vs. S&P 500 and the
allowed to keep (now capped at 15% to 57% of all insured people and 62% of
Health Care Select Sector SPDR ETF after the elections. 20%). And they could see a big jump the commercial market. Most firms
in claims, due to pent-up demand for sell a mix of commercial plans for
57%
surgeries and other health services employers and individuals, along with
Managed-care average
deferred during the pandemic. government-backed Medicaid and
S&P 500 43%
Yet the odds still favor incremental Medicare policies. Insurers have built
HC ETF (XLV) regulatory change. Overhauling health and acquired pharmacy-benefit man-
insurance takes a huge amount of politi- agers, or PBMs, and they are selling
cal capital that simply might not be data analytics, telehealth, and consult-
Illustration by Daniel Hertzberg
22% present after the elections. The Senate is ing services to employers. United-
19% 17% 16%
likely to remain far more evenly divided Health Group (UNH) has integrated
11% 9% than in 2010, when Democrats and further, including physician practices
independents held 59 seats and were and a bank in its OptumHealth unit.
1% 2% 3% 5%
able to pass the ACA. Washington has Anthem’s stock looks cheap for sev-
3 months 6 months 12 months 18 months other pressing needs, moreover, includ- eral reasons. One is that the company
after after after after ing stimulus and infrastructure pro- isn’t as diversified or vertically inte-
Sources: FactSet; UBS grams to revive the economy from the grated as UnitedHealth, the largest
November 2, 2020
managed-care concern, with more than
48 million members. Anthem’s commercial
enrollment, or plans for individuals and em-
ployers, has stagnated for years and become
less profitable. Anthem, like other insurers,
also faces economic headwinds. It lost
570,000 commercial and specialty-business
members in the second and third quarters,
due largely to rising unemployment amid the
pandemic. Some of those members moved to
managed Medicaid plans, but attrition and
profitability in the commercial business re-
main overhangs on the stock.
The opportunity in the stock arises from
a recovering economy and initiatives that
Anthem is taking to lift revenue and profit.
The company consists of a collection of 14
Blue Cross/Blue Shield brand groups in 14
states. About a third of its revenue comes
from commercial plans, 39% from Medicaid,
and 13% from Medicare Advantage.
CEO Gail Koziara Boudreaux, a former
executive of UnitedHealth, took over in late
2017 after Anthem’s bid to merge with
Cigna (CI) fell apart due to antitrust rul-
ings. Boudreaux is building the business
organically, streamlining internal technol-
ogy, and trying to turn Anthem into a
“whole person” insurer, covering every-
thing from medical to prescription-drug
benefits and behavioral health. (Anthem
declined an interview request.)
One initiative that’s paying off: selling
more pharmacy-benefit plans. Anthem
scrapped a contract with Express Scripts
in 2017 to provide these benefits to its
members, and developed its own PBM,
IngenioRX, which launched last year. This
is saving it $4 billion in costs a year, and the
company says it will return at least 20% of
those savings to earnings; the rest may go
to consumers as savings on premiums or
other benefits. IngenioRX delivered an
operating gain of $1 billion in the first nine
months of the year—17% of Anthem’s $5.8
billion total—and is ramping up sales both
to Anthem’s insurance customers and ex-
ternal clients.
Anthem is also boosting revenue from
Medicare plans covering more than 2.3 mil-
lion people, up 11% this year. And Medicaid
membership has risen nearly 18% in 2020,
reaching 8.6 million members, the gains
partly fueled by plan acquisitions in Missouri
and Nebraska. Medicaid coverage is getting a
lift from high unemployment levels and an
easing of some eligibility requirements; en-
rollment might slow as the economy recovers.
But Anthem has expanded Medicaid revenue
for years, now selling plans in 23 states.
With its recent acquisition of Beacon Health
Options, the company is also selling more
behavioral-health policies.
BARRON’S 27
One hurdle for Anthem (and the stock) is a
decline in commercial plans for individuals
and employers. Enrollment fell 0.9% from
the second to third quarter and has been flat
for five years, at about 30 million members.
The commercial business has become less
profitable as the mix has shifted from fully
insured plans to “administrative services
only,” or ASO, plans for employers who self-
fund their insurance and pay the claims. The Election's
Fully insured plans are five times as profit-
able as ASO policies, according to Tanal. But
ASOs are now 85% of Anthem’s commercial
Impact on Investors,
total, up from 48% in 2004.
Anthem aims to boost the overall profit-
ability of its commercial business, partly by
Business and Policy
upselling more services to ASO customers, A Barron’s Roundtable
such as telehealth, behaviorial, and dental
plans. But the company is seeing a slowdown Virtual Event
in commercial sales because of Covid-19; it
says employers are deferring insurance deci-
sions from 2021 to 2022. And the less profit- Featured Speakers:
able ASO plans are becoming more popular
across the industry, especially as insurers sell Solita Marcelli
them to smaller employers who weren’t able
to self-fund in the past. Competition is also
Americas Chief Investment Officer
fierce, as insurers try to leverage their larger UBS Global Wealth Management
scale to win more employer contracts. “At the
end of the day, the products are somewhat Henrietta Treyz
commodities,” says Tanal. Managing Partner
Anthem’s challenges in the commercial
market have held back the stock for years,
Director of Economic Policy Research
making it a value trap and industry lag- Veda Partners
gard. With dividends included, the shares
have returned an annualized 17% over the Greg Valliere
past five years, trailing rivals such as Hu- Chief U.S. Policy Analyst
mana (HUM), UnitedHealth, and Molina AGF Investments
Healthcare (MOH).
Nonetheless, catalysts to get the stock Mark Zandi
moving might be lined up. The repeal of the
ACA’s “health insurer fee” will add 60 cents Chief Economist
to 80 cents in earnings per share next year. Moody’s Analytics
Anthem is making headway in reducing the
profit gap between fully insured and ASO
plans. And revenue gains with drug-plan
coverage and other services, along with lower
expenses, should deliver adjusted earnings
growth that’s ahead of the industry average.
One key will be pent-up demand for surgeries
and other health care as the pandemic winds
November 10, 2020 | 12:00 PM ET
down—a big variable that could dent earn-
ings. Medical costs have been rising, reaching Join Barron’s, MarketWatch, and special guests for
87% of premium revenue in the third quarter,
as health-care expenditures unrelated to a live discussion on how the 2020 election results
Covid got back to 95% of prepandemic levels.
Throw in Covid-related claims and costs will affect investors, business and policy.
could jump sharply.
Boudreaux has sounded upbeat lately,
saying on a recent earnings call that Anthem
has a “very resilient catcher’s mitt across our
book of business,” implying that it has some Register Now - Events.barrons.com/roundtable
revenue softballs heading its way. If she’s
right, the stock could be a home run. B
28 BARRON’S November 2, 2020

FUND PROFILE Talking With Haruki Toyama and Rich Eisinger

Co-Managers, Madison Mid Cap

A Buffett-
Inspired
Fund
By LEWIS BRAHAM

M
id-cap stocks are often—and unfairly—
overlooked. In a coronavirus-stricken econ-
omy where giant tech companies keep pow-
ering the market higher as small companies
struggle to survive, mid-caps are an excellent compro-
mise. They generally have lower valuations than the
most beloved blue chips and stronger businesses than
the small fries.
In fund tracker Morningstar’s Mid-Cap Blend cate-
gory, the $552 million Madison Mid Cap fund (ticker:
GTSGX) is one of the best. The no-load fund has beaten
95% of its category peers in the past three years and
85% of them in the past 15. Equally important, it is less
volatile than its Russell Midcap benchmark, while
matching the index’s 11.8% average annual return in the
past 10 years. (Although officially this Y-share class of
the fund has a $25,000 minimum investment, brokers
such as Fidelity, Charles Schwab, TD Ameritrade, and
E*Trade allow clients to get into the fund with an invest-
ment of $2,500 or less.) It has an expense ratio of 0.95%.
Manager Rich Eisinger, 55, has been at the helm since
1998, but he also relies on Haruki Toyama, co-manager
since 2015, and Andy Romanowich, co-manager since
2019. Eisinger’s connection with Toyama, 49, goes way
back. They met in the 1990s at an investment club at
Cornell University’s business school, and both were

Photographs courtesy of Madison Investments

Warren Buffett fans. “We showed up at a room for new
club members, and this fellow student got up and
started talking about options this and options that, and
Rich and I kind of looked at each other and were like,
‘What’s this guy talking about? We just want to buy
great companies at a cheap price,’ ” Toyama recalls.
They have been friends since then.
Eisinger’s investment style, like Buffett’s, has evolved
from a more traditional value approach—seeking cheap
stocks—to trying to invest in great businesses with Haruki Toyama, left,
and Rich Eisinger

Illustration by JAYA NICELY

November 2, 2020
strong durable cash flows. “Over time,
we’ve realized, especially in the mid-cap
space, the value of paying up for a great
business and watching that free cash flow
compound over many years,” Eisinger says.
The fund tends to hold stocks for the long
term—its turnover ratio is 25%, indicating a
typical holding period of four years. “Forty
percent of our portfolio we’ve owned for
over a decade,” Toyama says.
The fund is also concentrated—another
Buffett hallmark—having just 29 stocks as
of Sept. 30. Concentration increases indi-
vidual stock risk, as any blowups in a 5%
position hurt returns more than a 1% one,
for instance. But the fund’s volatility is low,
despite its small number of stocks, reflect-
ing the high quality of its holdings.
To make it into the portfolio, a company
should have a strong business model with
an “economic moat” that prevents compet-
itors from reducing profits. It must also
have a superior management team with
preferably strong insider ownership,
conservative accounting and earnings
projections, and a history of wise capital-
allocation decisions regarding share buy-
backs, acquisitions, and debt repayment.
Finally, the valuation must be reasonable
for a strong business.
Health-care diagnostics company Labo-
ratory Corp. of America Holdings (LH),
commonly known as LabCorp, exemplifies
the fund’s buy-and-hold strategy. “We’re in
the 17th year now of ownership,” Eisinger
says. LabCorp and Quest Diagnostics
(DGX) are the two largest clinical diagnos-
tics labs in the country, controlling 25%
of the independent lab business, he says.
Madison Mid Cap
Total Return
3-Yr
GTSGX 10.1%
Mid-Cap Blend Category 4.4
Top 10 Holdings
Company / Ticker
Liberty Broadband / LBRDK
Copart / CPRT
Dollar Tree / DLTR
IHS Markit / INFO
Arch Capital Group / ACGL
Brown & Brown / BRO
Gartner / IT
Markel / MKL
Laboratory Corp. of
America Holdings / LH
CarMax / KMX
Total
Note: Holdings as of Sept. 30. Returns through Oct. 26;
all returns are annualized.
Sources: Madison Funds; Morningstar
BARRON’S
Eisinger sees a long runway for earnings
growth of 10% to 11% a year because Lab-
Corp is the low-cost provider of diagnostic
tests relative to hospital labs. “There’s more
emphasis on [health care] cost containment
than there’s ever been, so [LabCorp] is go-
ing to start gaining more market share in
the next decade.”
Moreover, in 2015 LabCorp acquired
drug developer Covance, which specializes
in personalized medicine, such as targeted
gene therapies. “Covance can utilize Lab-
Corp’s huge database of patients to get can-
didates for their drug trials and their drug
development,” Eisinger says.
Another favorite, property and casualty
insurer Arch Capital Group (ACGL), has
a CEO, Marc Grandisson, who embodies
the Buffett-like qualities that the fund man-
agers seek. In fact, in the 1990s, Grandisson
actually worked at Berkshire Hathaway (as
did his predecessor, Constantine Iordanou,
who is now retired). Under Grandisson’s
aegis, Arch has been an excellent capital
allocator and one of the few insurers to
make a profit from its policy underwriting,
Toyama says. “Historically, the industry has
lost money underwriting and made it up in
investments,” he notes, referring to how
insurers typically use money from policy
premiums to buy bonds and stocks.
Arch’s insurance underwriting has been
successful because Grandisson is willing
to walk away from business when a policy
type becomes less profitable or commodity-
like due to competition, Toyama says. The
company’s stock has taken a shellacking in
2020, down 29%, because of claims related
to Covid-19. But it is precisely after such
calamities that insurance premiums go up
and profitability increases, says Toyama.
The fund is staying put.
Typical of a high-quality mid-cap port-
5-Yr 15-Yr folio, many of the fund’s holdings are in-
10.2% 8.8% dustry leaders, but not household names.
7.2 7.5
So 16% of its portfolio is in technology, but
not in the Amazon.coms of the world. In-
stead, the fund invests in companies like
Weighting
tech research publisher and consultant
6.9% Gartner (IT).
5.4 “Gartner has a very attractive business
4.9 model in that its core product is a written
4.9
research service that is sold on a subscrip-
tion basis,” Romanowich says. “So, it has
4.5
very visible, highly recurring revenue.” The
4.2 company has a major advantage as the lead-
4.1 ing research intermediary between tech
4.0 buyers and sellers, he adds. “Gartner knows
what end users want, and what corpora-
3.8
tions’ tech road maps look like. They also
3.7 know what tech vendors are thinking and
what their technology road maps look like.”
46.3%
That informational advantage provides
an economic moat that any Warren Buffett
fan would admire. B
F UN D S
The Sun May Finally Be
Shining on Small-Caps
By Evie Liu
B
etter times for small-company
stocks might be on the way—and
active managers are already hav-
ing a remarkably good year.
Smaller companies usually get hit
harder in recessions: Their revenues are
more economically sensitive, and they
tend to have less cash for crises. This year
bore that out, as the pandemic shut down
many economic activities. Companies in
the S&P SmallCap 600 index saw third-
quarter earnings sink 72% from the year-
earlier level, compared to S&P 500’s 19%.
But as the U.S. opens, things are look-
ing up. Unemployment has declined, and
business activity has been recovering.
Small-cap stocks have historically per-
formed well coming out of recessions and
off market lows. Since the end of June,
analysts have forecasted small-company
earnings for 2021 to grow by more than
30 percentage points over what they pre-
viously expected; large-cap estimates
have increased only two points. Small-
cap earnings should rebound sharply in
2021 to more than 10% above 2019 levels.
Investors can have a low-cost, broad
exposure to small-caps via exchange-
traded funds tracking the Russell 2000
or S&P SmallCap 600 index. This year,
growth names have been favored over
value. While value stocks in the Russell
2000 are down 18% for the year, their
growth peers have bounced back to re-
cord highs—their 9% gains even beat the
S&P 500. The $9.2 billion iShares Rus-
sell 2000 Growth ETF (ticker: IWO)
has an expense ratio of 0.24%, while the
$370 million Vanguard Russell 2000
Growth ETF (VTWG) charges 0.15%.
Yet active funds could be more appeal-
ing right now. With the pandemic disrupt-
ing old industries and creating new ones,
it’s especially important to pick the right
names that will emerge as future winners,
and avoid those that might lose out.
Small-cap managers have proven that
29
they can do just that, at least for now.
More than 60% of nearly 200 active
small-cap growth funds tracked by
Morningstar have beaten the Russell
2000 Growth index this year, and
they’ve outperformed by an average of
more than six percentage points. In
2019, the group barely matched the
benchmark. Active large-cap growth
funds, meanwhile, have eked out a mere
one percentage point advantage over the
S&P 500 Growth index.
Outperforming funds include the $3.2
billion Lord Abbett Developing
Growth fund (LAGWX) and the $410
million Alger Small Cap Growth fund
(ALSAX). Although the two have less
than 15% overlapped holdings, both have
returned more than 43% year to date and
an annualized 20% over the past five
years. This suggests plenty of opportuni-
ties for successful stock-picking in the
small-cap space.
“A lot of the smaller companies that we
invest in have been able to pivot their
business and take advantage of the op-
portunities that came up during the pan-
demic,” says Jamie Cuellar, portfolio
manager of the $738 million Buffalo
Small Cap fund (BUFSX). “They can
move quicker, relative to the large-caps
that try to do the same.”
Cueller particularly likes telecom
stocks, due to the advent of 5G technology
and higher demand for internet band-
width. Tensions between the U.S. and
China have also given domestic suppliers
the chance to expand abroad, as Huawei—
a major global rival—is being excluded
from many international markets.
Diagnostics also has great potential,
says Cueller. Even though many of the
companies aren’t making money, profit-
ability can improve dramatically in the
coming years, with a huge addressable
market. The Buffalo fund has returned
34% this year. Top holdings include ge-
netic-testing company Natera (NTRA)
and furniture retailer Lovesac (LOVE). B
30
T ECH TRADER
Five Tech Titans Just
Posted Earnings. Here
Are the Best Nuggets.
T
o the irritation of Wall Street
analysts, investors, and
tech-stock columnists, five
of the most important tech-
nology companies on Earth
all reported financial results
within a few minutes of
each other on Thursday afternoon.
Yeesh, what was wrong with Wednes-
day? The surface-level news was that
all five—Apple, Amazon.com, Alpha-
bet, Facebook, and Twitter—beat
expectations for both sales and profits.
But there were more revealing details
to be found beneath the headlines.
Waiting for 5G: Let’s start with Apple
(ticker: AAPL), still the largest com-
pany on Earth by market capitaliza-
tion, but now worth less than $2 tril-
lion as its shares have fallen 20% from
their 2000 high. This was an awkward
quarter for Apple. Investors are buzzed
about the new iPhone 12 line, but the
phones have just started shipping, and
weren’t available in the September
quarter. Apple CEO Tim Cook said
iPhone sales in the quarter beat inter-
BARRON’S
nal expectations, but they were a little
shy of Wall Street consensus estimates.
Worrisome was a sharp drop in sales
in “Greater China.” They fell 29% from
a year ago. The apparent issue: China is
ahead of the U.S. on 5G, and other
phone makers already have 5G phones
on the market. Would you buy a 4G
phone now? Didn’t think so.
By Eric J. Savitz Apple didn’t give formal guidance,
but it gave some solid hints. It expects
iPhone sales to rise year over year, de-
spite the late start for the new iPhones,
with double-digit revenue growth for
every other hardware line and services.
Apple also expects a return to growth
in China. And, by the way: Macs,
iPads, and Wearables together gener-
ated almost $24 billion in sales in the
quarter, up a combined 30% year over
year. On a run-rate basis, Apple’s non-
iPhone hardware this quarter will sur-
pass $100 billion. Services is ap-
proaching $60 billion. Apple bought
back $18 billion of stock in the quarter.
Stop worrying; Apple will be fine.
Shop! In the Name of Love: U.S. on-
Apple, Amazon, Alphabet,
and Facebook had blowout
quarterly earnings. The same
can’t be said for Twitter.
Google parent Alphabet was the star among
megatechs Thursday. Its YouTube unit alone had
$5 billion in ad sales, up 32% year over year.
line holiday shopping is expected to
grow 33% this year to $189 billion, ac-
cording to a report last week from
Adobe Systems, based on data gath-
ered from 80 of the 100 largest online
retailers. Amazon (AMZN) didn’t need
to read that report. The e-commerce
giant posted 39% sales growth in North
America in the September quarter. But
profit-margin guidance for the fourth
quarter gave investors pause: Amazon
expects to have $4 billion in Covid-re-
lated costs in the quarter, up from $2.5
billion in the third quarter. Also, this
year Prime Day fell in the fourth quar-
ter; Amazon notes that those aren’t the
company’s highest-margin sales. Let’s
not forget that Amazon crushed oper-
ating-income guidance for the Septem-
ber quarter. It wouldn’t be shocking if
it did it again. Amazon vowed last
week to hire 100,000 temporary
workers for the holidays. No company
has benefited more from the accelera-
tion in online shopping.
Buy Stuff Now! Online-ad platforms
are also benefiting from the e-com-
merce surge. Amazon had “other reve-
nue”—mostly ads—of $5.4 billion in the
quarter, up 50%. eBay’s [EBAY] ad
revenue rose 77% in the period. Snap
[SNAP] and Pinterest [PINS] recently
posted ad-driven earnings beats, spur-
ring huge stock moves. So it was no
surprise that both Alphabet [GOOGL]
and Facebook [FB] blew away top-line
estimates. Remember the Facebook ad
boycott? Heh. It’s not working. Google
parent Alphabet has been the megacap
laggard this year, with a gain of under
20%, but it was the star Thursday. You-
Tube alone had $5 billion in ad sales, up
November 2, 2020
32%. And then there’s Google Cloud.
In Clouds We Trust: All that hype
about the public cloud? It’s under-
stated. Microsoft [MSFT] said its com-
mercial cloud business was up 31% in
the September quarter—and Azure was
up 48%. Amazon Web Services reve-
nue rose 29%; Google Cloud’s jumped
45%. The German enterprise-software
giant SAP [SAP] slashed its revenue
outlook this past week, declaring itself
determined to accelerate its cloud tran-
sition, and the stock lost more than a
quarter of its value. There is a lack of
pure plays on the public cloud. You
could do worse than owning a basket of
Microsoft, Amazon, and Alphabet.
Deciphering Jeff: A standard part of
every earnings press release is the CEO
quote. Usually the boss waxes poetic
about the quarter, or raves about the
company’s engineers or huge address-
able market. Amazon’s release this
quarter quotes CEO Jeff Bezos saying
that retailers everywhere should match
the company’s $15-an-hour minimum-
wage rate: “We hope other large em-
ployers will also make the jump to $15.
Now would be a great time.”
That’s a strange quote for an earn-
ings release. A PR move to show Ama-
zon is a solid corporate citizen? An
attempt to embarrass lower-paying
rivals? It’s weird.
Merlin’s Beard! The loser on Tech
Trillions Thursday was Twitter
[TWTR]. Earlier in the week, CEO
Jack Dorsey was grilled by Senate
Republicans who think social net-
works censor conservative political
content. Dorsey appeared on screen
for the virtual hearing with a long
beard—a little bit Confucius, a little
ZZ Top. Sen. Ted Cruz (R., Texas) ac-
cused Dorsey of being a pawn of the
left, but the senator is worrying about
the wrong platform. Twitter added
just one million daily average users in
the quarter, well below expectations.
It has under 200 million users. Face-
book’s platforms have a combined 2.5
billion daily actives—about a third of
the world’s population. There’s a rea-
son Twitter’s valuation is just 5% of
Facebook’s. B
November 2, 2020
THE EC ONOMY
Despite Record GDP,
The Covid Recovery
Faces Growing Pains
T
he fastest quarterly
growth rate ever
recorded has
brought the Ameri-
can economy about
halfway back to
where it was before
the coronavirus pandemic. Clawing
back that other half of lost output won’t
come as easily, and if we aren’t aggres-
sive now, it may never come back.
U.S. gross domestic product was
7.4% bigger in the third quarter than
it was in the second quarter, which is
equivalent to an annualized quarterly
growth rate of just over 33%. That
sounds great, but GDP remains about
3.5% lower than where it was at the
end of 2019.
The big question now is what hap-
pens in coming quarters, given that
the pace of the recovery has already
slowed. At best, the economy won’t
return to normal for years. At worst,
the gap between where we are and
where we would have been in the ab-
sence of the virus may not get closed.
For perspective, let’s look to the
financial crisis. U.S. GDP fell 4% from
the peak in the fourth quarter of 2007
to the bottom in the second quarter of
2009. The initial impact of that drop in
GDP was magnified by the slow recov-
ery that followed. The average Ameri-
can’s consumption spending grew less
than 1% a year for half a decade after
hitting bottom. By 2013, consumption
had fallen about 12% relative to the
longer-term pre-1998 trend—and
remained stuck at that depressed level
when the pandemic hit.
So far during the pandemic, Ameri-
cans have avoided such a sharp blow
BARRON’S
to living standards: The average
American was about 5% worse off in
the third quarter than if the economy
had continued growing in line with the
2017-19 trend, compared with about
11.5% worse off in the second quarter.
The gap could close completely by the
end of 2022 if the U.S. economy grows
at an average annual rate of 4.5% a
By Matthew C. year from now through then.
Klein However, that doesn’t seem to be
happening right now. In fact, a closer
look at the GDP data imply that most
of the momentum from the initial re-
covery has faded. With the exceptions
of retail spending and home building,
growth in August and September was
much slower than in prior months.
How can this be so? Blame the
Halfway Back
The U.S. economy has rallied strongly since bottoming in March and April as the pandemic swept into the
country, but it remains well below the recent growth trend.
Real GDP per American, 2017 Q1=100 Contributions to total change in real GDP since 2019 Q4
Actual
110 Implied by 2017-19 trend
4%
If economy grows at a 4.5%
annual rate from Q4
2 Nondurable goods
105 0 inevitable. Eradicating the threat of
-2
-4
100
-6
-8
95
-10
2017 ’18 ’19 ’20 ’21 ’22
Sources: Bureau of Economic Analysis; Barron’s calculation
Spending categories that accounted for just 42%
of the U.S. economy before the pandemic were
behind 73% of the third-quarter improvement.
vagaries of averaging. Quarterly GDP
numbers are averages of monthly data
such as consumer spending, employ-
ment, manufacturing production,
business inventories, and housing
starts. These days, however, averaging
monthly data can be deeply misleading.
While each of those monthly series
is slightly different, the general trend
is that the economy plunged about
20% from the prepandemic peak in
February to the bottom in April before
rapidly rebounding in May and June.
In other words, the low point—and
the bulk of the recovery from that
low—all occurred in the second quar-
ter. While the economy continued to
grow over the summer, the big gains
reported for the third quarter mostly
reflect events that took place in the
second quarter.
The danger is that a sluggish recov-
ery will leave a permanent mark on the
economy, just like the last major down-
turn. After all, the rebound in May and
June was powered by a wave of govern-
ment income support and a marked
slowdown in new infections. But fed-
eral money has largely stopped flow-
ing, and Covid-19 cases and hospital-
izations are surging even before the
onset of winter. The economy hasn’t
shrunk outright, but it has lost much of
the momentum it had earlier in the
Consumer services Durable goods consumption,
excluding health care residential construction,
and business investment
Health-care services
in equipment
consumption All other
Oct. 2019 Jan. ’20 Apr. Jul.
31
year. On the bright side, the high rate of
business formation suggests that a
long-term slowdown in entrepreneur-
ship probably won’t happen this time.
Just look at which segments of the
economy drove the downturn and the
recovery. Unusually, the things that fell
the most generally weren’t the ones
that snapped back the fastest—the
exception being health care. Instead,
household spending on goods, busi-
ness investment in equipment, and
residential construction zoomed ahead
while the rest of the economy lagged
behind. Together with health care, cat-
egories that accounted for just 42% of
the U.S. economy before the pandemic
were responsible for 73% of the total
improvement in the third quarter.
There may, however, be a limit to
Americans’ demand for additional
recreational vehicles, laptops, and
exercise bikes, especially as the sav-
ings accumulated earlier in the pan-
demic are exhausted. In theory, a
recovery in services spending could
offset the normalization of durable-
goods consumption. But that would
require making progress on curtailing
the virus—something that seems like
a distant prospect.
The longer that Americans have
to wait for further stimulus or to beat
back the virus, the greater the danger
of the economy sinking into a more
conventional downturn. This risk is
affecting economic forecasts. Com-
pared with what it was projecting
before the pandemic, the nonpartisan
Congressional Budget Office now
expects the U.S. economy to be 3%
smaller by the end of 2025. That gap is
projected to shrink somewhat by the
end of the decade, but it’s never pro-
jected to close.
The good news is that this fate isn’t
the virus is the only sustainable solu-
tion, but until then, everything that is
done to sustain the economy will
make us better off later. Aggressive
efforts to protect household incomes,
support businesses, and contain the
virus helped during the initial months
of the pandemic, and could do so
again. Election Day should bring some
clarity on just how soon—and how
much—relief could be coming. B
32
Q& A
The Bond
Investor’s
Dilemma
By LESLIE P. NORTON
T
he bond investors at Milwaukee-based Baird
Advisors have an enviable record of steady
performance over the years.
Three funds in particular—Baird Core
Plus (ticker: BCOIX), Baird Aggregate Bond
(BAGIX), and Baird Short-Term Bond
(BSBIX)—are routinely praised by Morning-
star. Mary Ellen Stanek, who runs Baird and serves as its
chief investment officer, has twice been nominated for
Morningstar awards for investment excellence. With
rock-bottom yields the norm in bond markets and a presi-
dential election looming, we checked in with Stanek and
Baird’s deputy chief investment officer, Warren Pierson,
for advice on how bond investors should be positioned.
They ought to know: Between them, Stanek and Pierson
have 75 years of investment experience. Read the follow-
ing edited excerpts of our conversation for more.
Barron’s: The Federal Reserve plans to keep inter-
est rates near zero for at least three years. What is
driving that move?
Mary Ellen Stanek: They’re continuing to evaluate the
short-, intermediate-, and long-term ramifications of the
virus, the economic shutdown, social unrest, and now,
the elections. The range of possible outcomes is signifi-
cant. Throw in aging populations that consume differ-
ently. The Fed is trying to provide an environment where
the economy could heal and there is a chance for inflation
even if, in the past decade-plus, inflation didn’t come any-
where near the 2% target. “Unprecedented” doesn’t seem
a strong enough word to describe its response. We’ve
virtually had a credit cycle in the span of six or seven
months. [At Baird,] we talk about striving to have all-
weather strategies. There has been a lot of weather.
Warren Pierson: The wealth disparities have gotten
even more profound. That’s a direct result of Fed policy.
Photograph by LUCY HEWETT
BARRON’S
An Interview With Mary Ellen Stanek
and Warren Pierson, Baird Advisors
November 2, 2020
Between them, Mary Ellen Stanek and
Warren Pierson have 75 years of
investment experience. Their
November 2, 2020
accumulated knowledge has come in
handy this year, with interest rates near
zero and the economy in distress. They
The thought was to flood the economy
with liquidity and hopefully the cash
ends up in the pockets of workers. But it
got stuck in the hands of investors.
Household net worth is up sharply,
largely because of the stock market. If
you are the fortunate individual who
owns a home in the right Zip Code and
has an investment portfolio, life is great.
And you can work from home, which a
big portion of the service sector can’t do.
Financial assets have been the major
beneficiary.
Stanek: The sectors that got hit
directly include travel, hospitality,
entertainment, commercial real estate,
small businesses. Small businesses
are where job growth comes from,
right? Income replacement is now
winding off. The Fed would like to see
a more significant fiscal response. The
longer-term structural issues are still
out there and were made worse by the
crisis. We need to be diligent and con-
cerned about the implications of the
Fed’s extraordinary response.
What is your outlook for the
recovery and inflation?
Pierson: We expect continued recov-
ery with slower growth in the last
couple of months of 2020 and into
2021. Unless you see wages rise signif-
icantly, it will be hard for inflation to
have any staying power. There’s so
much slack in the labor market. Un-
employment has come down, but it is
still 7.9%. It was 3.5% before Covid-19
hit. Rising wages will drive real
growth in the economy, but it’s hard to
see them rising significantly when big
sectors of the economy are operating
at half-speed or less. The good news:
It’s positive growth. But it will be
pretty low and slow growth.
What’s a bond investor to do?
Stanek: People invest in bonds for
stability, income or cash flow, and
liquidity—not for excitement. Our
investor base wants a higher-quality,
more-predictable, consistent approach
[using] investment-grade [bonds].
While sectors of the market got silly
cheap back in March and April, we’re
now closer to fair value. We still have a
credit overweight, which is extremely
well diversified, and we are being delib-
BARRON’S
“[At Baird,] we talk about striving to have all-weather
strategies. There has been a lot of weather.” Mary Ellen Stanek
erate about every unit of risk. Our ap-
proach is a hybrid. Some elements are
similar to passive strategies, with dura-
tion [the sensitivity of a bond’s price to
a change in interest rates] neutral
against the benchmark. The active-
management part is in yield-curve posi-
tioning, and sector and individual secu-
rity selection, then carefully managing
liquidity and minimizing expenses and
the tax impact. We try to control what
we can control: provide predictability,
stability, capital income, and liquidity,
and take advantage of opportunities.
We’re at a point in the cycle where what
we choose to underweight and not own
is going to be really important.
What do the two presidential can-
didates mean for the bond market?
Pierson: The consensus is that if Joe
Biden wins and there’s a Democratic
sweep of Congress, it might give a
short-term boost to the economy. You
can expect taxes to go up for wealthy
Americans and corporations. So there
may be a bit of upward pressure on
interest rates, and in the short term,
maybe we’ll have a little more inflation.
Stanek: For investors, we see pretty
significantly higher capital-gains tax
rates [under a Biden administration]
than are currently being insinuated,
and more regulatory pressures. Fi-
nancial intermediaries would likely be
in the crosshairs. You can’t ignore the
other fundamentals, too, such as an
aging population.
What are some credits you like?
Stanek: We still think there’s value
in Zimmer Biomet [ZBH], the
medical-device company. We added
to a five-year issue in March at a
yield spread of 300 basis points over
Banking comparable Treasuries. [A basis
point is 1/100th of a percentage
On It point.] It’s now trading at 65 over,
Pierson and
but could still tighten another 10
Stanek like bonds
basis points. We also own a 10-year
of the big banks.
bond that is trading at 130 basis
points over the benchmark and could
2.592% tighten another 20 to 30 basis
points. Based on company estimates,
Coupon rate on an Zimmer Biomet has the No. 1 share
11-year Bank of in both knee- and hip-replacement
America bond the products. A lot of elective surgeries
team snapped up were delayed, but with an aging pop-
ulation, they won’t be delayed indef-
initely. We also like a similar health-
care credit, Dentsply Sirona
[XRAY], the leading provider of
dental equipment and consumables.
My husband and son are dentists.
With the Covid outbreak, there was
a backlog of procedures and preven-
tative appointments. The health-
care names are still relatively attrac-
tive.
You say financial intermediaries
might be in the crosshairs of a
Biden administration, but they’re
a longstanding holding for you.
Pierson: The new administration
might not want the institutions to
make gobs of profits, but they still
want them to be sound and sturdy. As
bondholders, we take comfort in that.
Stanek: They have a huge incentive to
remain investment-grade-credit rated.
We are modestly overweight U.S.
banks. This year, we took the opportu-
nity to add exposure at attractive yield
spreads. We added to JPMorgan
Chase [JPM] and Bank of America
[BAC]. Bank of America issued a
2.592% 11-year bond, not callable for the
first 10 years. Initially, it was issued at
197 basis points over Treasuries. Now
it’s at 115. It could conceivably tighten
further. If it doesn’t, we earn the yield
over a long period.
We like the money-center banks.
Their capital-markets and wealth man-
agement businesses are performing
well. Regulators have also required
them to maintain higher capital ratios.
While that has limited their ability to
grow earnings, it strengthens their
balance sheets and debt-service
ability—music to bondholders’ ears.
Would municipal bonds benefit
from a Biden victory?
Pierson: Just going off Biden’s com-
mercials that say, hey, I’m not going to
raise taxes on anybody making less
than $400,000—well, it’s the people
who make more than $400,000 who
are investing in munis. If their federal
taxes go up, that makes munis even
more attractive to them. So there’s
probably going to be pretty good de-
mand for munis, regardless of whether
Biden wins or not. Our country is float-
33
have taken a hybrid approach to
fixed-income investing, combining
active and passive-like strategies.
ing a lot of debt. Eventually, we’re go-
ing to have to repay that debt. Taxes
will have to make up some of that.
There’s good value in the issues of
premier hubs, such as Dallas/Fort
Worth for airports, and institutions
such as North Dakota for a key public
school, and Xavier University and
Marquette University, strong private
schools with good endowments that
have been cutting costs and seeing solid
enrollment trends.
What are you underweighting?
Stanek: Agency-mortgage pass-
throughs, such as Fannie Mae
[FNMA], Ginnie Mae, and Freddie
Mac [FMCC]. They account for
19.4% of Baird Aggregate Bond, ver-
sus 26.8% of the benchmark. Our
challenge in this environment is that
mortgage refinancings are rising dra-
matically. If you’re holding the bond,
you’ve given the homeowner an op-
tion to prepay that mortgage. If they
exercise it against you when rates are
low, your reinvestment opportunities
are fewer.
Pierson: Another concern is that, as
rates get low, a lot of investors throw
up their hands and say they’ll just buy
an index fund. But if you buy an in-
dex fund, and you’re a lender, you’re
lending to all the issuers out there,
whether they’re worthy of a loan or
not. The Barclays U.S. Aggregate
Bond Index is 37% Treasury issues.
In our aggregate bond fund, Treasur-
ies are 21% of the portfolio. If the Fed
pegs short-term rates close to zero,
one implication is low yields on short-
term Treasuries. We’re minimizing
exposure there and filling that void
with spread sector exposure.
Do you like international debt?
Pierson: We stay dollar-denominated,
no derivatives, no leverage. Our Aggre-
gate Bond fund has 14.7% in non-U.S.
developed-market bonds; the bench-
mark is 6.6%. We have exposure to
large, multinational corporates that have
issued debt in the U.S., such as Barclays
[BCS] and BNP Paribas [BNPQY] for
banks, and Grupo Bimbo [BMBOY],
and Pernod Ricard [PDRDY].
Thank you. B
34
O T H E R VO I C E S
America’s Elections
Are More Secure
Than You Think
C
hances are we will
soon look back on
the 2020 elections
as the most secure
in our history.
There will proba-
bly be delays, dis-
putes, and disinformation. But actual
large-scale chicanery with the ballot-
ing or tabulation won’t be among the
problems.
Four years ago, we couldn’t have
said that. While serving at the Na-
tional Security Agency during the
2016 elections, I saw how our country
was caught flat-footed as Russians
sought both to improperly influence
our domestic politics and to probe our
local election systems. In the 2018
midterms, we were better prepared:
NSA and U.S. Cyber Command kept
the Russians at bay. The Federal Bu-
reau of Investigation, the Department
of Homeland Security, and the intelli-
gence community made strides in
sharing responsibility for election
security, and in tipping off social me-
dia to foreign cybermischief without
revealing classified information. Now,
well-rehearsed and coordinated ef-
forts across government have posi-
tioned us to withstand attacks.
The machinery of voting is the
source of the problem as well as a par-
tial shield. Over 3,000 counties operate
85,000 polling places throughout the
country, employing a variety of com-
mercial technologies. The number and
variability of targets make it difficult to
mount an attack at sufficient scale to be
assured of altering an outcome.
The states have upgraded voting
equipment and adopted new proce-
BARRON’S
By Glenn S. dures. Even so, some lag behind in
Gerstell basic cybersecurity safeguards; con-
sequently, scattered cybermischief is
still possible. But it shouldn’t, at least
in any nationally meaningful way,
favor either political party. Problems
are instead likely because, for the
first time, the majority of votes will
not be cast in person on Election Day,
thus assuring that an accurate count
will take at least a few days. Isolated
cases of error or fraud are always
possible with paper ballots, but
there’s no reason to think that voting
by mail—safely employed for decades
by many states and the military—will
No system can be fail-safe. But Americans should
realize that our national election security has
greatly improved since 2016.
lead to widespread misconduct.
The news media’s tabulation is even
less likely to be tampered with. On
election night, over 4,000 Associated
Press stringers will report local vote
totals. Those tallies will be fed into
computers that flag suspicious results
and will be forwarded to TV networks,
with each major network doing inde-
pendent analysis. There’s no one point
or system to attack, and it would be
hard to maliciously introduce errors
without detection. The subsequent
official tallies of votes by state govern-
ment officials are equally secure.
If all of that is true, what are offi-
cials worried about? A foreign coun-
try. To alter the results in an undetect-
able way at sufficiently large scale
would take a concerted and sophisti-
cated effort of the type that only an-
other nation was capable of. Russia is
the most likely perpetrator. Microsoft
days ago dismantled the Russian
Trickbot network that had infected
over a million computers and could
have been used to stage ransomware
or other attacks on election systems.
Russia has the technical ability and
will to manipulate social media, cyber-
probe voting systems, and possibly
November 2, 2020
acquire names and addresses of vot-
ers. It’s in Russia’s interest to make
Americans distrust the sanctity of the
ballot and to suggest that the results
were rigged. But it’s not worth the risk
of altering ballots. Their fraud would
surely be quickly discovered by the
NSA or cybersecurity firms, undoubt-
edly triggering a strong reaction in the
U.S. and globally. It’s hard to see how
that would be a net benefit for them.
Disinformation? Absolutely. Changing
actual votes? Unlikely.
China is even more constrained. It
can’t risk jeopardizing its U.S. exports.
Perpetrating electoral fraud abroad
would give the lie to the message that
a “responsible China” is a good neigh-
bor in Asia and a fair global trading
partner, with a more effective govern-
ing system than the West. While the
U.S. intelligence community is rightly
concerned about China’s long-term
cybercapabilities, there’s no sugges-
tion that they intend to tinker with
vote outcomes.
Iran, under strict embargoes, has
little more to lose. Its disinformation
efforts are pernicious and could con-
tribute to public uncertainty. Yet, as
a fake Proud Boys’ email campaign
illustrated, their clumsy and inade-
quate attempts are unlikely to affect
actual outcomes.
True, with malware and personal
data easily for sale online, it wouldn’t
take much technical sophistication for
a domestic political agitator or cyber-
criminal to wreak havoc on less-
cybersecure state election systems.
But again, that’s difficult at a large
scale. Far more likely is a ransomware
attack, forcing county election officials
to either pay to unlock their comput-
ers or face data loss or delays.
No system can be fail-safe. But
Americans should realize that our
national election security has greatly
improved since 2016. Isolated mal-
functions and cybercrimes might be
in the headlines after Election Day,
Illustration by Tara Jacoby
but not wholesale fraud or foreign-
generated election chaos. B
Glenn S. Gerstell, a senior adviser at the
Center for Strategic & International Studies,
served as the general counsel of the Na-
tional Security Agency from 2015-20.
November 2, 2020
I N C O M E I N V E ST I N G
Forget AT&T’s 7.8% Yield.
Its Dividend Looks Safe.
By Lawrence C. Strauss
W
hen AT&T declared late last
year that it would boost its
quarterly dividend by a
penny, or 2%, to 52 cents a
share, it marked the 36th straight year in
which the telecom and media giant in-
creased its payout. And it kept AT&T
firmly among the 64 S&P 500 Dividend
Aristocrats that have paid out a higher
dividend for at least 25 straight years.
Whether AT&T (ticker: T) hits 37 years
is open to some debate. The company has
been grappling with a hit to revenue amid
the coronavirus pandemic, and it still car-
ries considerable debt.
Against this backdrop, the stock has
recently sold off, pushing up the yield to a
lofty 7.8%. While shares have returned
about 10% this year, such high yields can
suggest that investors are worried about
whether the dividend is sustainable. Such
has been the concern among investors in
Exxon Mobil (XOM), whose stock yield
has climbed to nearly 10% amid worries
about weak oil prices, among other things.
But there are some encouraging signs—
and distinctions from Exxon Mobil’s
woes—for AT&T’s dividend health.
When AT&T reported solid third-quar-
ter earnings last week, it boosted its free
cash flow guidance to at least $26 billion
for the year. That would put the dividend
payout ratio, which in this case measures
the percentage of free cash flow paid out in
dividends, in the high-50s. The previous
guidance for that metric was in the 60s. A
lower payout ratio is preferable in part
because it means the company’s free cash
flow is less stretched and there’s more fi-
nancial flexibility. Exxon Mobil’s dividend,
by contrast, exceeds free cash flow, forcing
the company to use other sources such as
asset sales to fund the payout.
For its part, AT&T told Barron’s that it
has the “financial strength and flexibility”
to maintain its payout. “One of our priori-
ties is paying the dividend, and we’re com-
mitted to continuing to support it,” the
BARRON’S
company said.
That should be welcome news for in-
come investors as AT&T is a popular hold-
ing in dividend-investing portfolios. Last
year, AT&T paid out about $15 billion of
dividends, second only to Microsoft
(MSFT) among S&P 500 companies, ac-
cording to S&P Dow Jones Indices.
But “a lot will depend on the trajectory
of the businesses,” says Simon Flannery,
head of North American telecom services
and communications infrastructure re-
search at Morgan Stanley, when asked
about whether AT&T can maintain its divi-
dend. “The Covid impact is hitting them
pretty hard in two areas.”
One is WarnerMedia, which has felt
pressure partly because movie theaters
have been shut down during the pandemic
“as well as weaker advertising trends,” he
says. “The other one is wireless, where
roaming revenues are impacted by the lack
of business travel.”
Another development that Flannery
says to watch: Even though the company
reported strong wireless customer growth
in the third quarter, the introduction of the
iPhone 12 could lead to more competition
for smartphone sales.
“A dividend freeze might make sense in
the current environment,” Flannery wrote
in a note following the company’s third-
quarter earnings release
Still, in a recent interview with Barron’s,
Flannery pointed out that AT&T has
pushed out the maturities on some of its
debt and has been selling assets to raise
capital. As of Sept. 30, AT&T had about
$10 billion of cash on its balance sheet. Its
net debt was about $149 billion, down by
more than $30 billion since 2018.
“Keeping [the payout ratio] in the 50s or
even 60s is manageable as long as you are
growing your Ebitda [earnings before in-
terest, taxes, depreciation, and amortiza-
tion] and taking your leverage down at the
same time,” Flannery says.
And if it’s able to achieve that, AT&T
should be able to maintain its membership
among dividend-paying royalty. B
MAILBAG
Coke Could Fizzle, Not Pop
To the Editor:
I disagree that Coca-Cola will increase
investors’ equity (“Why Coke Stock Could
Pop,” Cover Story, Oct. 23). I feel that over
past years the company has fizzled out
and became flat. Even though Coke is in
200 countries, it depended too much on
restaurants and sports stadiums for its
profits. Soda consumption in the U.S. is
currently at its lowest levels, not only
because of the pandemic but also due to
the fact that it contributes to obesity. Coke
must diversify as soon as possible, just
like PepsiCo has done. And if Coke
doesn’t, it will be forced to cut its divi-
dend. And when this happens, Warren
Buffett’s Berkshire Hathaway will sell its
shares, and then Coke will really go down
the drain.
Martin Blumberg
Melville N.Y.
To the Editor:
Buying Coca-Cola stock before 1920 when
it was really cheap made Ty Cobb rich,
back when baseball salaries were modest
even for stars like Cobb. Wherever he
went, he preached the merits of buying
Coca-Cola stock to teammates and strang-
ers alike. Those who listened and bought
were happy they did. In a rare friendly
mood, Cobb once told rival Babe Ruth to
buy it, but “the Bambino” ignored the
advice and didn’t become as wealthy as
he could have been.
Albert Nyberg
On Barrons.com
The Federal Deficit
To the Editor:
Randall W. Forsyth’s account of the bond
market’s recent price action is required
reading (”What a Blue Wave Could Mean
for the Bond Market,” Up & Down Wall
Street, Oct. 23). But there is more to un-
pack. Some argue that the growing fed-
eral deficit is unproblematic, given that
it’s financed at low rates, easing future
35
debt service. Yes, interest rates remain
low, but a steeper yield curve will make
additional stimulus more expensive.
Over the summer, the Federal Reserve
amended its long-run monetary-policy
strategy to allow inflation to run above
2% before it raises interest rates. While
inflation seems a ways away, long-dated,
inflation-sensitive Treasuries might be
responding to this risk. Higher rates
lower the present value of future profits.
Lastly, rising “risk free” Treasury yields
could reflect the U.S.’s weaker financial
position, something that bond-rating
agencies will keep in mind when
determining Uncle Sam’s credit-
worthiness.
Gray Schweitzer
Brooklyn, N.Y.
Closing the Loophole
To the Editor:
When I inherited a chunk of my father’s
estate, I benefited quite a bit from the
stepped-up cost basis (“Here’s How Much
You Would Pay Under Biden’s and
Trump’s Tax Plans,” Oct. 23). The more I
thought about it, the more I realized that
it’s a kind of tax scam. Some of the stocks
I inherited had tripled in value since the
time my dad bought them. Now, like
magic, they can be sold with no tax liabil-
ity. I’m not losing any sleep over it, but I
understand the logic behind closing the
loophole.
James Hulett
On Barrons.com
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 Readback, a podcast taking you inside
the latest stories, is available wherever
you listen to podcasts.
36 BARRON’S November 2, 2020

PARTNERSHIP

ACTIVELY PARTNERING WITH ADVISORS

MFS has nearly a century of active management experience. By having long-term discipline,
considering sustainability and managing risk, we help advisors pursue client goals in all market
environments. Find out more about our commitment to advisors at mfs.com/partnership

©2020 MFS Investment Management 46496.1

MARKET WEEK
Oct. 26 through Oct. 30, 2020

Euro Trader P.M4 13D Filings P.M7

Emerging Markets P.M4 Charting the Market P.M8
Striking Price P.M5 Winners & Losers P.M9
Commodities P.M6 Research Reports P.M10
Power Play P.M7 Market View P.M11
Activist Investor P.M7 Statistics P.M12

MARKET PERFORMANCE DASHBOARD

Dow Jones Industrial Average S&P 500 Nasdaq Composite Technology Select Sector SPDR ETF (XLK)

26,501.60
52-wk: -3.09% YTD: -7.14% Wkly: -6.47%
3269.96
52-wk: +6.62% YTD: +1.21% Wkly: -5.64%
10,911.59
52-wk: +30.11% YTD: +21.61% Wkly: -5.51%
110.86
52-wk: +30.93% YTD: 20.93% Wkly: -6.40%

0%

The Bigger They Are...

Capitulating
The week began with
a 2.3% drop for the
Dow Jones Industrial
Average, its worst
day in six weeks, as
investors gave up on
a stimulus package
before the election.
Big Tech stocks tumbled
on Friday, after Alphabet,
-2
Amazon.com, Apple, and
Facebook reported the
March Redux previous evening. Indexes
Tuesday’s trading mirrored closed their worst week
-4
March’s: Covid-19 fears lifted since March.
tech stocks seen as insulated
from stay-at-home orders,
while economically sensitive -6
groups fell.
Punch Drunk
The Dow dropped 3.4% after U.S. Covid-19
cases hit a record and European countries -8
began locking down. A slew of strong
earnings didn’t help.

-10
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics

S
omething freaked out Donald Trump and former Vice Presi- would benefit from another lockdown

THE TRADER the stock market this

past week—and inves-
tors are still wondering
dent Joe Biden is as close as ever.
Afraid that the economy is heading for
another slide? Stimulus appeared dead
to catch a bid. Peloton Interactive
(ticker: PTON), whose bikes have be-
come a replacement for gyms among
what hit them. after the Senate voted to confirm Amy the well-to-do, fell 10% this past week.
The Dow Jones In- Coney Barrett and went home. Heck, Campbell Soup (CPB), which bene-
dustrial Average tum- for all we know, the market might even fited from hoarding during the initial

The Stock bled 1833.97 points, or 6.5%, to

26,501.60, while the S&P 500 index
have Samhainophobia, or a fear of Hal-
loween, given the speed that it sold off
lockdown, finished down 3.9%. Activi-
sion Blizzard (ATVI), whose games

Market dropped 5.6%, to 3269.96, and the Nas-

daq Composite fell 5.5%, to 10,911.59.
Pick your worst nightmare, and
By Ben Levisohn
Succumbed chances are it had something to do
with the market’s worst weekly de-
To the Sum cline—and its worst month—since
March. Fear of catching Covid-19?
Of All Fears Cases continued spiking and continue
to set daily records. Fear of an unruly
presidential election? Polls indicate
that the contest between President
this past week.
Of course, none of these were ex-
actly a surprise, but that doesn’t really
provide something to do when you’re
stuck at home, was down 6.6%. Even
Treasury bonds lost value this past
matter. The market simply decided,
after weeks of sideways trading, that
week, with the 10-year yield rising
0.181 percentage point to 0.858%.
these things were suddenly to be feared
in a way they weren’t the week before.
“Uncertainty is ruling markets, and
in doubt, investors are derisking port-
Which is, of course, its prerogative.
Still, it’s hard to tell just what
folios by stepping to the sidelines,
hence the absence of a flight-to-safety
spooked the market. If it were Covid, in bonds,” explains Canaccord Genuity
we’d expect stay-at-home stocks that analyst Martin Roberge.
M2 BARRON’S November 2, 2020

What’s strange is that fundamentally,
everything seems to be pretty OK. Jobless
claims fell to the lowest level of the crisis, or
that third-quarter gross-domestic product,
though backward-looking, grew at an an-
nual rate of 33.1%. And on Friday, we
learned that personal income grew by 0.9%
in September as employers raised wages,
that personal spending rose 1.4%, and that
the University of Michigan Sentiment index
and the Chicago purchasing managers index
both topped expectations. “The numbers
have been surprising to the upside,” says
Quincy Krosby, chief market strategist at
Prudential Financial. “The concern is that
we slow down, that we stall.”
Even corporate earnings suggest that
conditions have gotten better—and should
continue to get better. You wouldn’t know it
With any luck, we will know who has
won the election by Wednesday, and that
will be one less thing for the market to
worry about. Two other events could take
the spotlight off the election and the virus no
matter who wins. The first is this coming
Friday’s nonfarm payroll number, which is
expected to show some 650,000 jobs added
by the U.S. in October. Even more important
will be November’s meeting of the Federal
Open Market Committee, which takes place
this coming Wednesday and Thursday. Once
again, the Federal Reserve will have a
chance to reassure investors that it still has
their backs, explains J.P. Morgan strategist
Nikolaos Panigirtzoglou. And it’s the liquid-
ity it provides, that could keep the market
rallying over the medium- to long-term—
even without fiscal stimulus.

Access IBKR’s from the returns of stocks like Microsoft

(MSFT), Apple (AAPL), and Twitter
(TWTR). Still, with 60% of companies in the
“We believe that, similar to September,
this month’s correction offers a good entry
point to equity investors over the medium to

Global Markets
S&P 500 having reported earnings, compa-
nies have been beating at an 81% clip. While
earnings are down 12.5% from a year ago,
that’s nine percentage points better than
predicted at the start of reporting season,
observes Lindsey Bell, chief investment
Direct Market Access to strategist at Ally Invest. Guidance has been
good enough for analysts to maintain their
longer term once U.S. election uncertainty
subsides next week,” he writes.
If nothing else, there will be one less
thing to fear.
Unleashing GE’s Stock Price
You know that feeling you get when noth-
ing you do is good enough? General Elec-

135+ 33 23
outlook for double-digit growth in 2021.
“Right now, we’re bracing for more rough
days ahead, but we’re feeling good about the
Markets Countries Currencies earnings outlook,” Bell says. “Earnings can
help drive the market after this particular
storm, too.”
And what a storm it’s been. There’s been
a massive amount of selling, a sign of
Starting at $0 Commissions “wholesale, get-me-out selling pressure,”
says Sundial Capital Research’s Jason Goep-
on US listed stocks and ETFs1 fert. Such selling doesn’t happen often, espe-
cially when the stock market is still trading
above its 200-day moving average. When it
does occur, it has been generally good for
stocks over the medium term: The S&P 500
has risen over the next two months 71% of
the time, with an average gain of 2.3%.
tric (GE) can’t seem to shake it.
The iconic American manufacturer re-
ported a third-quarter profit of six cents a
share this past week, easily topping fore-
casts for a loss of four cents, while cash
flow was much better than feared. CEO
Larry Culp said that “our markets are, by
and large, stabilizing.” GE even said it
would have $2.5 billion in free cash flow
from its industrial business in the fourth
quarter. It really couldn’t get much better,
given the economic slowdown.
GE’s stock jumped 4.5% the day of the
release, but still fell 2.8%, to $7.42, this past
week. It has remained stuck in the same
range since the beginning of June. And that
has us wondering: What will it take for GE

Vital Signs
ibkr.com/goglobal Friday's
Close
Week's Week's
Change % Chg. Last Week Week Earlier
DJ Industrials 26501.60 -1833.97 -6.47 NYSE Advances 324 1,681
DJ Transportation 11106.19 -773.94 -6.51 Declines 2,841 1,434
DJ Utilities 857.77 -35.91 -4.02 Unchanged 40 78
DJ 65 Stocks 8994.36 -581.84 -6.08 New Highs 83 200
Interactive Brokers Rated #1 DJ US Market 815.58 -49.40 -5.71 New Lows 181 76
Av Daily Vol (mil) 4,588.2 4,013.4
Best Online Broker 2020 by Barron’s* NYSE Comp.
NYSE Amer Comp.
12429.28
1983.71
-770.58
-52.80
-5.84
-2.59 Dollar (Finex spot index) 93.88 92.77
S&P 500 3269.96 -195.43 -5.64 T-Bond (CBT nearby futures) 172-150 172-190
Member - NYSE, FINRA, SIPC - *Interactive Brokers rated #1, Best Online Broker S&P MidCap 1900.18 -115.47 -5.73 Crude Oil (NYM light sweet crude) 35.79 39.85
according to Barron’s Best Online Brokers Survey of 2020: February 21, 2020. For more S&P SmallCap 876.59 -57.13 -6.12 Inflation KR-CRB (Futures Price Index) 144.73 150.68
information see, ibkr.com/info - Barron’s is a registered trademark of Dow Jones & Co.
Nasdaq 10911.59 -636.69 -5.51 Gold (CMX nearby futures) 1877.40 1902.00
Inc. [1] IBKR Lite provides commission-free trades in US exchange-listed stocks and ETFs
routed to select market makers. IBKR may charge non-commission related fees. For Value Line (arith.) 6307.36 -420.26 -6.25
more information, see ibkr.com/liteinfo Russell 2000 1538.48 -102.02 -6.22
10-IB20-1384CH1287
DJ US TSM Float 33541.92 -2045.98 -5.75
November 2, 2020 BARRON’S M3

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

–2.25% Telecommunications
–3.93 Utilities
–5.02 Basic Materials
–5.59 Health Care
–5.61 Consumer Services
–5.65 Oil & Gas
–5.72 Consumer Goods
–5.84 Technology

ENERGY SECTOR OF
–5.92 Financials
–6.42 Industrials

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

THE S&P 500 IN ONE ETF

shares to actually start rising again? typically a good thing for shareholders. But
To listen to the bulls, they already should in times of extreme stress—like a global pan- Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
have. For many of them, the solid earnings demic and a commercial aerospace depres-
and free cash flow are signs that the turn- sion—investors sleep better when balance
around has already taken hold. The results sheets have low debt levels. An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
were termed “impressive,” while the com- GE didn’t comment directly on the stock- prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
pany has “de-rerisked” and the turnaround sale idea. But the company notes it has paid
prospectus carefully before investing.
“can prevail.” Goldman Sachs analyst Joe down a lot of debt in the past year, partly by 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.
Ritchie raised his price target to $11 from selling billions of dollars’ worth of assets.
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.
$10. He rates shares Buy. The stock market, In GE’s industrial business, net debt is
however, apparently disagrees. down to about $35 billion, from $48 billion ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
Cash flow is a major sticking point, even at the end of 2019. Its industrial net debt to
though it’s better than feared, and not all of
the improvement can be credited to manage-
Ebitda—earnings before interest, taxes,
depreciation, and amortization—is around REDUCE INCOME TAXES
ment. “Some of it’s where you are in the cy-
cle. As things turn down, you collect receiv-
four times today. GE wants to take that
metric to below 2.5 times, which would be TAX DEDUCTIONS
ables and stop buying,” Culp tells Barron’s.
He also has the company very focused on
more comparable to other large industrial
companies. Selling stock would help the
AVAILABLE THROUGH
improving cash management, something GE company do that more quickly. CONSERVATION
TAX MITIGATIONEASEMENTS
STRATEGIES
hasn’t always been good at. “[We] are man- Selling more stock would also allow GE • Reduce FedeRal & State taxable
aging [cash] collections every day, not just in to increase capital spending, Inch says, •Income
REDUCEupTAXABLE
to 50% INCOME
WIth a UP
the last two days of the quarter,” he says. meaning it wouldn’t have to pinch pennies at TO 50% PER YEAR.
conSeRvatIon eaSement and up
Bearish analysts aren’t buying it. In a the expense of future growth. •to15 YEAR
30% CARRY
WIth FORWARD
a land ON
donatIon
research report released after GE’s earnings, Inch also remains uneasy about GE Capi- ANY UNUSED DEDUCTIONS.
J.P. Morgan analyst Stephen Tusa had ques- tal and its legacy insurance liabilities, the REACH • 15 YeaR caRRY FoRWaRd on
•conSeRvatIon
MUST EARN $300,000
eaSementOR MORE
and
SERIOUS
tions about how GE’s industrial business aircraft-leasing business, and the rest of the PER YEAR TO FoRWaRd
PARTICIPATE.
5 YeaR caRRY on land
generated all that cash. He suspects that company’s lending operation. GE has made
•donatIon
DEDUCTIONS UP TO
on anY 6 TO 1
unuSed
some of it comes from moving cash between
the company’s finance and industrial arms.
more information available about these ven-
tures, but, of course, the world has contin-
INVESTORS. DEDUCTION TO INVESTMENT.
deductIonS
“There are some moving parts in [free cash ued to become a tougher place to lend • •State
CONSERVATION
Income taxEASEMENT
cRedItS LAW
flow] that require some explaining,” he against aerospace assets. Low interest rates, IS UNDERIn
avaIlable SECTION
Select170-H OF THE
StateS
wrote. Tusa, who rates GE a Hold, doesn’t meanwhile, make earning returns from in- Barron’s Classifieds INTERNAL REVENUE
• conSeRvatIon CODE.laW IS
eaSement
have a price target on the stock, but recently surance assets needed to pay future claims is where our readers •undeR
100,000 INVESTED
SectIon YIELDS
170-h UP TO
and land
wrote that its value lies below $5 a share. far more difficult. discover opportunities 600,000 IN
donatIon DEDUCTIONS
laW IS undeR 170-a(1)
in real estate, business
Gordon Haskett analyst John Inch notes Still, changing the bears’ minds can be investments, corporate
oF the InteRnal Revenue code
that analysts had been predicting GE would done—even if a stock sale would, in the aircraft, yachts, fine cars
burn through an enormous amount of cash. short term, push down GE’s price. “It all and so much more.
“They put up better-than-expected cash flow depends on where the stock price trends—
that wasn’t a $1 billion loss disaster,” Inch everything has a price,” Inch says. For information on
tells Barron’s. Inch also has a Hold rating on
GE stock, along with a $5 price target.
We think Culp has what it takes to turn
GE around. Costs are down, and earnings
advertising, call
1.800.366.3975 or email 256-680-3360
256-680-3360
So what can GE do to convince investors,
and bears, it’s in the clear? Inch has a recom-
reports are far less dramatic and contentious
compared with the recent past. Ultimately,
advertising@barrons.com
1-855-TAX-CUT-0
1-855-TAX-CUT-0
mendation: sell shares in a secondary offer- though, it just might take the end of the pan- www.conservationeasements.net
www.conservationeasements.net
ing. Selling stock at low equity prices isn’t demic to get there. — Al Root
M4
EUROPEAN TRADER
Power Provider Aggreko
Is Sparking Growth
By Rupert Steiner
S C
hares in Aggreko, which rents
generators that power everything
from remote infrastructure proj-
ects to outside events like music
festivals, have never regained their 2,430
pence ($31.72) peak of 2012, when the
United Kingdom–listed firm electrified
the London Olympics.
Lackluster demand from key oil and
gas clients and pressure to find more
environmentally sustainable solutions
was a drag on the business. Aggreko’s
stock (ticker: AGK.UK) ran out of energy,
slumping over 50% in the past five years
to around 446 pence. In recent months,
the pandemic also hurt its events business.
But demand from oil and gas custom-
ers is recovering, and the delayed Tokyo
Olympics looks as though it might still
happen in 2021 (possibly without an
audience). When Aggreko gives a trad-
ing update in November, it will detail a
new strategy for generating power in a
more sustainable way including the use
of solar.
Will Kirkness, an analyst at indepen-
dent investment bank Jefferies, estimates
that the shares could rise more than 60%,
to 720 pence. He has a Buy rating on the
stock, and wrote in a note that situations
such as Southern hurricanes and Western
fires in the U.S. were adding to demand.
He also noted that “with large-scale
projects and hybrid solutions, there are
very few competitors who can do what
Aggreko does across one ownership struc-
ture.
“Oil and gas markets continue to
stabilize…and lifted restrictions on travel
should allow utility projects to progress.
Events (football, golf, F1) are now occur-
ring, albeit with lower or no spectator
attendance, and the narrative for the
Japan Olympics is that they will happen,
come what may,” Kirkness wrote.
Andrew Brooke, an analyst at RBC
Capital Markets, concurs, setting a price
BARRON’S
target of 575 pence. Recent trading has
been resilient, with the shares up about
22% in the past month.
The Glasgow, Scotland–based com-
pany employs 6,200 and has a market
value of 1.1 billion pounds sterling ($1.4
billion). It fetches 12.3 times this year’s
expected earnings and is valued at a 30%
discount to its peers. Aggreko saw pretax
profit rise 9%, to £199 million, for the 12
months ended in December, on sales of
£1.6 billion.
CEO Chris Weston told Barron’s in an
interview, “We are seeing strong growth in
utilities and mining. We have the Olym-
pics next year, and our specialist focus on
sectors will lead to more growth. We see
the energy transition as an opportunity.”
The business dates back to 1962, when
Luc Koopmans of the Netherlands pro-
vided the first diesel generator to heat
Dutch greenhouses. The company’s name
is a combination of the word aggregaten,
which means generator, and the first part
of his surname.
Aggreko generates cash on equipment
rentals, maintenance, and selling fuel.
It also designs solutions to generate
power in remote locations.
The company’s growth depends on the
global economy picking up. It is a sup-
port business, so its earnings are directly
linked to customers being operational.
While the recovery for live events is a
long way off, the Olympics will be key,
and it is worth $250 million. Aggreko has
already been paid 60% of its fee and is
negotiating more because of costs con-
nected to the postponement.
“We believe Aggreko is doing the right
things operationally and strategically,
and that the valuation remains too cheap,
especially given the resilience of cash
flows and the strong balance sheet,”
RBC’s Brooke wrote in a note.
Much depends on November’s third-
quarter figures, which will come with a
strategy update. But already there are
sparks for a turnaround. B
E M E R G I N G M A R K E TS
China Still Has Its Doors
Open for Wall Street
By Craig Mellow
hinese leaders may not be talk-
ing much with their Beijing-
bashing U.S. counterparts
lately. They have been talking
with Citigroup, BlackRock, Vanguard,
and JPMorgan. These and other Wall
Street titans are leaping through the door
China opened on financial services ear-
lier this year.
That reflects a dilemma that may have
weighed on the Communist Party ple-
num as it gathered in Beijing this week to
hash out a five-year plan for the world’s
No. 2 economy: After decades of piling up
cash, China needs outside money to leap
further forward.
“Foreign reserves are almost flat and
the current account surplus near zero,”
says Tracy Chen, a portfolio manager for
global credit at Brandywine Global.
“China is shifting to a capital importer.”
It’s picking the right time for this para-
digm change, with the Chinese economy
exploding out of the pandemic while the
West teeters. Yet sucking in global capital
looks at odds with President Xi Jinping’s
overriding “dual-circulation” strategy,
code for becoming more self-sufficient in
an increasingly hostile world.
“While the biggest challenge for Bei-
jing five years ago was a weak economy,
today it’s potential decoupling with the
U.S.,” says Larry Hu, chief China econo-
mist at Macquarie Group.
Five-year plans aren’t what they used
to be in a China where private companies
provide 90% of urban employment, ob-
serves Andy Rothman, investment strate-
gist at Matthews Asia. He’s skeptical that
the government can deliver “major break-
throughs in core technologies,” as a
post-plenum communiqué promised.
Particularly tough will be closing the
gap in semiconductors, whose supply
Donald Trump’s administration is re-
stricting. “Chinese industrial policy isn’t
always a resounding success,” Rothman
November 2, 2020
says. What he does like about the five-
year plan, or what can be divined of it at
this point, is “government continuing to
back away from entrepreneurial compa-
nies.” That should allow the consumer
economy to keep mushrooming even as
authorities ratchet down infrastructure
investment, and perhaps jettison macro
growth targets.
“Our portfolio is overwhelmingly
based on Chinese companies selling to
Chinese consumers,” Rothman says. The
country can more directly manage an-
other self-sufficiency goal—in energy,
Chen says. Slashing fossil-fuel imports
will move China toward its grand carbon-
reduction target, a critical win-win.
“There’s going to be a huge drive on
the environmental front,” she says.
More cooperation with giant capitalists
won’t be among the trumpeted dual-circu-
lation goals. But Beijing is taking a range
of below-the-radar actions to ease invest-
ment flows, Chen notes, such as eliminat-
ing a 20% charge on currency hedging
and developing bond market futures.
That’s opening new horizons for global
investors—from the seeming no-brainer
of sovereign bonds paying 3%-ish in a
strengthening renminbi, to an avalanche
of ambitious start-ups as authorities al-
low loss-making companies to go public.
The Shanghai and Shenzhen stock mar-
kets hosted nearly 300 initial public of-
ferings this year through mid-September.
The contradiction of increasing finan-
cial openness and rising political tension
may catch up with China, however. A
President Joe Biden would aim for a more
“steady state relationship” with Beijing,
but largely maintain Trump’s trade stric-
tures, predicts Robert Daly, director of
the Wilson Center’s Kissinger Institute
on China and the United States.
Xi is meanwhile testing fault lines in
India, Taiwan, the South China Sea, and
elsewhere.
“No five-year plan can wish away the
growing political risk,” Daly says. B
November 2, 2020 BARRON’S M5

T H E ST RIKING PRI CE
Trying to anticipate the market’s postelection
trajectory is little more than a coin-flip exercise. It
is better to wait for the event and then respond.

Using the Election to Buy Equity Options

Stocks at a Bargain Price CBOE VOLATILITY INDEX

VIX Close VIX Futures

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

310
290
270
250
70 230
210
By Steven M. Sears It is reasonable to expect that there will 190
50 170
be what strategists call a “macro volatility”

A
150
merica is gripped with hope and event around the election. The bland 130
30 110
fear ahead of Tuesday’s presiden- phrase simply means that the S&P 500 90
tial reckoning. It might be the only index could surge higher, or lower, in 70
50
thing that Democrats and Repub- reaction to election news. D J F M A M J J A S O 10 D J F M A M J J A S O 30
licans can agree on ahead of a historically Trying to anticipate the market’s post- Daily Values Source: CBOE Source: McMillan Analysis Corp.
polarized election. election trajectory, however, is little more
The Republicans naturally hope that than a coin-flip exercise. It is better to wait SPX SKEW NDX SKEW
Donald Trump will be elected to another for the reaction and then respond, rather Implied volatility % Implied volatility %

four years as president. If he loses, they than guessing on the direction of the move 16% 16%
fear the country will go to hell. in advance.
15 15
The Democrats, of course, hope that Joe Should the stock market tumble on the
14 14
Biden is elected president. They fear that election results, sell cash-secured put op-
13 13
another four years of Trump will damage tions on stocks that you want to buy, or on
the country, perhaps irreparably. stocks that you own and want to own more 12 12
Wall Street’s investment strategists gen- of. If stocks rally on the election news, the 11 11
erally seem to expect that Biden will win, approach also works. 10 10
but investors would be wise to ignore the The strategy is elegantly simple. Inves- 9 9
Street’s predictions no matter how well tors pick a price at which they want to buy 8 8
D J F M A M J J A S O D J F M A M J J A S O
reasoned they sound. a stock. They set aside in their brokerage Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
In 2016, Hillary Clinton was widely ex- account the amount of money that is Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
pected by the Wall Street establishment to needed to purchase the stock at the put- between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
win the presidential election, and the banks strike price. Should the stock price decline
and their strategists and lobbyists were to the put strike price at expiration, inves- Week's Most Active
profoundly wrong. At the time, the anger tors are obligated to buy the stock. Should Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
that people felt at the political establish- the stock be above the strike price at expi- Dunkin Brands DNKN 95583 51291 44292 4916 39 19.4
ment was palpable for anyone outside the ration, investors get to keep the money. Corelogic CLGX 3649 2284 1365 240 87 15.2
finance bubble, but the Street is generally The key risk is if the stock falls sharply SAP SAP 39472 24302 15170 2748 95 14.4
Callaway Golf ELY 170142 155270 14872 16612 96 10.2
so insulated from the realities and financial below the put strike price. Should that hap- Global Payments GPN 23448 17864 5584 2728 81 8.6
pressures of everyday people that it has a pen, investors must buy back the put or Tower Semiconductor TSEM 8978 8665 313 1076 92 8.3
hard time understanding how Main Street buy the stock at the strike price. Harley-Davidson HOG 121053 67705 53348 16816 77 7.2

sees the world. Our advice is to employ an oft-repeated Criteo CRTO 7439 7104 335 1076 26 6.9
Catabasis Pharmaceuticals CATB 6773 5134 1639 996 100 6.8
This year, the anger about the state of strategy: time arbitrage. When options in- Inphi IPHI 17800 12478 5322 2776 53 6.4
the nation—and people’s personal predica- flate with fear and greed premiums, strategic Selecta Biosciences SELB 14936 12481 2455 2536 63 5.9
ments amid the Covid-19 pandemic—is so investors can take advantage of short-term Endurance Int'l EIGI 11910 11601 309 2076 84 5.7
CarParts.com PRTS 19750 18049 1701 3768 62 5.2
widespread on both sides of the political paroxysms to curate long-term stock posi-
Vodafone VOD 84295 72544 11751 16328 90 5.2
spectrum that calling a victory is arguably tions. The action enables investors to com- Radian RDN 8293 7820 473 1692 85 4.9
harder than in 2016, even though the polls pound returns of favored equities, adding to Colfax CFX 8117 3315 4802 1700 85 4.8
now seem to favor a Biden victory. Voter the income generated by the equity’s divi- Tupperware TUP 43690 28578 15112 9124 78 4.8
F5 Networks FFIV 31520 14940 16580 6916 87 4.6
turnout should be at historic levels, as most dend or even creating a dividend-like pay- Juniper Networks JNPR 31258 22340 8918 6772 70 4.6
everyone passionately believes that the ment on the many growth stocks that don’t Chegg CHGG 79908 52469 27439 17768 67 4.5
future of the country is at stake. return capital to investors that way. This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
Rather than pinning investment strate- It takes a strong constitution to view mar- 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
gies around a particular candidate winning ket weakness—as we have recently experi- short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to
their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one
the election, it is worth pondering what enced—as an opportunity, but that’s exactly should be aware of these increased risks if trading in these names
could happen if and when hope and fear what it is. Make volatility your friend. Use 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.
collide after the election results are finally options to monetize investor fear and to po- Source: McMillan Analysis

announced. tentially buy stocks at lower prices. B

M6 BARRON’S
COMMODITIES
© 2020 Dow Jones & Company. All Rights Reserved. 2E222
COPING Why Rising Wheat Prices
Could Get Cut Short
WITH COVID
A SPECIAL REPORT FOR ADVISORS
By Myra P. Saefong
W
heat futures have touched
their highest prices in nearly
six years as dry weather
threatens global supplies of
the commodity, but some analysts urge
caution with months to go before the har-
vest.
Dry weather in Russia, which is the
world’s largest wheat exporter, and a
drought in the western U.S. have raised
concerns about the “possibility of lesser
production in 2021,” says Todd Hultman,
lead analyst at commodity information and
analysis provider DTN.
Even before the weather concerns
emerged, the U.S. Department of Agricul-
ture was already estimating U.S. ending
stockpiles for soft red winter wheat at 108
million bushels for the 2020-21 marketing
year, which would be the lowest in six
years, Hultman says. Tighter U.S. supplies
of soft red winter wheat—which is typi-
cally used in cakes, cookies, flatbreads,
and crackers—along with weather con-
cerns have “put traders in a more bullish
mood looking ahead to 2021.”
Wheat futures for December delivery
settled at $6.32 ¾ a bushel on Oct. 23, the
highest most-active contract finish since
December 2014. They pulled back to settle
at $6.08 ¾ on Oct. 28 as near-term fore-
casts for rain in the Southern Plains eased
some worries over dry conditions.
Rainfall since July 15 in eastern
Ukraine, however, was at a meager 25% of
Download the full report at normal, and since Aug. 5, rainfall totals
barrons.com/covidreport across many key Russian winter wheat
areas are the lowest of the past 30 years,
according to a USDA weather and crop
bulletin released on Oct. 20.
In the western U.S., the National
Weather Service expects “widespread
drought conditions” to expand into the
Southern U.S. Plains and intensify over the
next few months, says Hultman.
SPONSORED BY
In Argentina, which is among the
world’s biggest wheat-exporting countries,
November 2, 2020
the wheat crop is also dry, and rated poor
to very poor by the Buenos Aires Grain
Exchange, he says.
Meanwhile, wheat demand from China
is expected to be strong, with the USDA
pegging the nation’s imports of the com-
modity at 7.5 million tons, “making China
the third-largest global importer” for the
2020-21 marketing year.
China has a “big need to increase grain
imports,” in part due to a crop shortfall
this summer in corn and soybeans” be-
cause of flooding, and also anxiety about
Covid-19 and the possibility of another
trade war, says James Roemer, Weather
Wealth Newsletter author at commodity-
trading advisor Bestweatherinc.com.
Still, “there is no global shortage of
wheat at this time,” says Hultman. The
USDA raised its projections on 2020-21
world wheat ending stocks by 2.1 million
tons to 321.5 million tons—a record, citing
Russia for the increase. Russian wheat
production was expected to rise by five
million tons to 83 million, the second-larg-
est crop on record, according to an October
USDA report.
When the Northern Hemisphere plants
wheat in the fall, it goes “dormant” in the
winter, and regrows again in the spring.
To some extent, the wheat market “got
ahead of itself” with its price rally, says
Roemer. Longer term, however, due to the
dry conditions that often accompany the
La Niña weather pattern, higher wheat
prices are possible if dryness continues in
Russia and the U.S. has crop issues next
spring, he says.
Hultman, meanwhile, emphasizes that
traders need to understand that the recent
rally in wheat is “largely based on weather,
and wheat prices don’t usually show much
movement when the Northern Hemisphere
is in winter.”
The dry stretch of weather in Russia is
“a legitimate threat to 2021 production, but
we still have many months of winter before
we find out how this new crop will emerge
in the spring.” B
November 2, 2020
INSIDE SCOOP
Longtime IBM Director
Sidney Taurel Buys Shares
By ED LIN
I
BM stock is slumping in 2020,
but longtime director Sidney
Taurel bought up shares of the
software giant.
IBM stock (ticker: IBM) has
lost about a fifth of its market
value year to date. IBM
announced a plan in early October
to spin off its $19 billion managed-
infrastructure services business
and refocus the rest of the company
on hybrid cloud software and services.
Third-quarter earnings, reported later
that month, were strong, but shares
slid because IBM seemed to be
challenged by the global economic
slowdown and shifting patterns in
enterprise information-technology
spending. We noted, however, that
IBM’s generous dividend yield and
relatively low valuation make it
appealing to both growth and value
Activist Holdings
Leaf Group (LEAF)
Oak Investment Partners re-
ported a 13.8% interest, 3,717,674
shares, in social-media company
Leaf Group, which owns media
brand Livestrong.com and its My-
Plate App. Oak Investment dis-
closed that it addressed Leaf
Group’s board through a letter
dated Oct. 22 that proposed a list
of changes that it believes are in
the best interests of all Leaf Group
stakeholders.
The plan calls for Leaf Group’s
board to be capped at seven
investors.
Taurel paid $553,725 on Oct. 27 for
5,000 IBM shares, a per share average
price of $110.75. He now owns 28,798
IBM shares in a personal account,
according to a form that the former Eli
Lilly CEO filed with the Securities and
Exchange Commission.
Taurel didn’t respond to a request
for comment on his recent stock
purchases.
Taurel, an IBM director since 2001,
last purchased the company’s stock on
the open market in October 2018, when
he paid $500,000 for 4,311 shares, a
per share average price of $115.02.
Evercore analyst Amit Daryanani
wrote after IBM’s earnings report that
investors viewed the spinoff and
refocus as “strategic positives,” but
they want a better understanding of
the financial profiles of the separating
parts. He rates IBM stock at In Line
with a $135 price target. B
directors, including the immediate
appointment of two new directors
chosen by Oak Investment. Those
appointees plus one current Leaf
Group director will then be chosen
to form a committee that will begin
a strategic review of the company
no later than March 31, 2021, “unless
certain performance targets are
met.”
Lastly, Oak Investment proposes
to keep current CEO Sean Moriarty
and give him a new option award tied
to value increases in Leaf Group’s
stock. Oak Investment believes that
its proposal is the best means to
“align the interests of all constituen-
cies.”
BARRON’S
Original Filings
Eargo (EAR)
New Enterprise Associates re-
vealed an initial stake in the maker
of hearing aids. New Enterprise
owns 6,520,017 Eargo shares,
311,111 of which were purchased
through Eargo’s initial public offer-
ing that closed on Oct. 20, and was
priced at $18 per share. The rest of
New Enterprise’s position is from
the conversion of preferred securi-
ties into common stock at the close
of the IPO. New Enterprise holds
a 17.9% interest in Eargo’s out-
standing stock, excluding those
underlying options held by general
partner Joshua Makower, who sits
on Eargo’s board.
IBM director
Sidney Taurel J. Alexander’s Holdings
bought 5,000 (JAX)
shares of the Hill Path Capital disclosed a new
software giant. It’s position in the upscale restaurant
the first purchase operator, consisting of the J. Alex-
of IBM stock by ander’s, Redlands Grill, and Stoney
the former Eli Lilly River Steakhouse chains. Hill Path
CEO in two years. owns 898,585 J. Alexander’s
shares, all purchased from Sept. 18
through Oct. 26 at prices ranging
from $5.15 to $5.59 each. Hill Path
has no plans or proposals at pres-
ent, but disclosed that it spoke with
J. Alexander’s regarding a myriad
of topics related to the board, oper-
ations, and strategy. Hill Path owns
6% of J. Alexander’s tradable stock.
Increases in
Holdings
Contango Oil & Gas (MCF)
Luther King Capital increased its
interest in the independent oil-and-
gas company to 7,663,594 shares.
These disclosures are Luther King purchased 2,000,000
from 13Ds filed with Contango Oil & Gas shares through
the Securities and
Exchange Commission.
an Oct. 26 private placement at
13Ds are filed within $1.50 apiece. Luther King also
10 days of an entity’s bought another 65,000 shares on
attaining more than
5% in any class of a the open market at $1.55 each. Com-
company’s securities. bined, the fresh investments give
Subsequent changes Luther King a 4.8% stake in Con-
in holdings or inten-
tions must be re- tango Oil & Gas. The energy firm
ported in amended undertook the placement to help
filings. This material is
from Oct. 22 through
fund its merger with Mid-Con
Oct. 28, 2020. Source: Energy Partners (MCEP), a deal
InsiderScore.com that was announced the same day.
M7
POWER PLAY
More Signs
M&A Will Be
Hot in 2021
By CARLETON ENGLISH
T
his year’s abbreviated
proxy season will be
next year’s harvest.
Activist advisors say
they’re busier than ever
preparing deals for
2021. The increased
activity comes after the coronavirus
pandemic led to activist campaigns
being halted or never launching as
companies and investors alike fo-
cused on managing their own busi-
nesses through the crisis.
There’s a lot of “pent-up frustra-
tion” from the shortened proxy
season, says Greg Taxin, founder of
advisory firm Spotlight Advisors.
He would know. Spotlight is top-
ping league tables this year in the
number of campaigns it’s working
on—beating out Goldman Sachs
Group (ticker: GS) and Morgan
Stanley (MS), according to FactSet
data. Of 275 disclosed campaigns
this year, Spotlight is working on 17,
representing both target companies
and activists. Goldman and Morgan
Stanley, both investment banks that
typically represent target compa-
nies, are helming 11 and seven cam-
paigns, respectively.
Recent market volatility has re-
vealed new targets.
“[I]nvestors think they’re able to
pick out companies that can use a
push,” Taxin says.
One trend that may be big next
year has already been gaining
steam in 2020: activists seeking to
buy companies outright. This year
has already seen activist Senator
Investment Group team up with
Cannae Holdings (CNNE) to
make a play for CoreLogic
(CLGX). And Reuters reported that
Elliott Management joined with
Veritas Capital to bid on Cubic
(CUB). Either pushing or buying,
2021 looks busy for activists.
M8 BARRON’S November 2, 2020

Charting the Market

A graphic look at selected stock activity for the week ended October 30, 2020 n Edited by Bill Alpert
TWITTER PINTEREST HARLEY-DAVIDSON XILINX
TWTR (NYSE) • 41.36 • -9.08 55 PINS (NYSE) • 58.95 • 5.95 71 HOG (NYSE) • 32.88 • 2.81 39 XLNX (NASD) • 118.69 • 1.87 134
 The social-media plat- 51  This social-media firm 65  Analysts expected 28 36  Advanced Micro Devices 128
form’s 187 million daily-user 47 saw revenue rise 58% in its 59 cents a share in adjusted 33 will buy the customizable chip 122
count rose 29% from Sep- 43 September quarter, to $443 53 earnings for the bike maker’s 30 maker for $35 billion, in a 116
tember 2019, but it only rose 39 million. It expects a 60% 47 September quarter. It re- 27 deal that AMD called “trans- 110
a million from the June quar- M T W T F rise this quarter. Monthly M T W T F ported $1.05. Harley says its M T W T F formational.” It’s going after M T W T F

ter. Analysts wanted more. active users rose 37%. turnaround is working. Intel’s data center market.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
55 70 42 136
48 58 36 122
41 46 30 108
34 34 24 94
27 22 18 80
20 10 12 66

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

210 264 58 60
105 132 29 30
0 0 0 0
N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O

TUPPERWARE BRANDS EXACT SCIENCES INPHI CALLAWAY GOLF

TUP (NYSE) • 31.72 • 9.24 36 EXAS (NASD) • 123.83 • 14.13 144 IPHI (NASD) • 139.76 • 21.44 147 ELY (NYSE) • 15.49 • -4.60 23.0

 Eating at home, North 32  The colon-cancer testing 134  To expand its data center 137  Expanding for the first 20.5
American customers bought 28 firm will pay $2 billion for a 124 appeal, Marvell Technology 127 time into entertainment, the 18.0
42% more resealable contain- 24 private company to speed its 114 will buy the chip maker for 117 golf-gear maker is buying 15.5
ers in Tupperware’s Septem- 20 development of blood tests 104 $10 billion in cash and stock. 107 the popular Topgolf chain of 13.0
M T W T F M T W T F M T W T F M T W T F
ber quarter. Profit rose to 65 for cancer. Hopes are high Inphi sales have been grow- bars and driving ranges—
cents a share from 16 cents. for such “liquid biopsies.” ing at 40% a year. for $2 billion in stock.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
37.5 146 148 24
30.0 124 128 20
22.5 102 108 16
15.0 80 88 12
7.5 58 68 8
0.0 36 48 4

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

60 32 20 38
30 16 10 19
0 0 0 0
N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O

SQUARE SPOTIFY TECHNOLOGY TELADOC HEALTH SCHOLAR ROCK HOLDING

SQ (NYSE) • 154.88 • -21.89 181 SPOT (NYSE) • 239.89 • -43.60 300 TDOC (NYSE) • 196.46 • -19.86 234 SRRK (NASD) • 38.90 • 24.76 49.0
 Traders weren’t thrilled 173  Active monthly users rose 282  Although revenue doubled 223  The drug developer said 39.5
by a report that the payment 165 29% in the September quar- 264 in the September quarter, 212 that spinal muscle function 30.0
processor might buy the tax- 157 ter, to 320 million, but the 246 losses rose at the online doc- 201 improved for patients in a 20.5
prep unit of Credit Karma— 149
music service’s loss of 68 228
toring service from 28 cents 190
Phase 2 trial of its treat- 11.0
whose remaining business M T W T F cents a share was larger M T W T F a share, to 43 cents. And De- M T W T F ment. Then it made a fol- M T W T F
would then go to Intuit. than expected. cember’s loss will be worse. low-on stock offering.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
198 300 254 49
165 261 215 40
132 222 176 31
99 183 137 22
66 144 98 13
33 105 59 4

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

130 36 54 110
65 18 27 55
0 0 0 0
N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O

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.
November 2, 2020 BARRON’S M9

Winners and Losers

NYSE BIGGEST % MOVERS NYSE MOST ACTIVE NYSE AMERICAN MOST ACTIVE NASDAQ MOST ACTIVE
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
Tupperware(TUP) 40155 31.72 +9.24 +41.1 dMYTechA(DMYD) 8079 2877.8 10.05 +0.02 1847Goedeker(GOED) 14570 9647.1 6.61 –1.39 ScholarRock(SRRK) 10813716668.6 38.90 +24.76
CommunityHlthSys(CYH) 35326 6.24 +1.32 +26.8 TailwindAcqnA(TWND) 692 1397.5 9.62 +0.00 PTK Acqn(PTK) 904 289.7 9.70 +0.02 CatabasisPharm(CATB) 34946 2167.3 1.34 –4.48
IRSA(IRS) 306 3.67 +0.57 +18.4 SAP(SAP) 28826 967.4 106.83 –42.85 BioceresCrop(BIOX) 399 100.7 6.05 +0.62 Equillium(EQ) 20084 727.0 6.35 +0.51
TurningPoint(TPB) 1586 37.47 +5.79 +18.3 BurfordCapital(BUR) 490 652.9 8.85 –0.91 CTO Realty(CTO) 156 90.8 44.13 –0.77 Tricida(TCDA) 29169 682.3 5.63 –3.12
Systemax(SYX) 644 28.43 +4.21 +17.4 ColonnadeAcqnA(CLA) 430 618.5 9.60 –0.05 EvansBancorp(EVBN) 78 37.7 22.81 –0.88 GaleraTherap(GRTX) 1693 632.6 8.19 –4.05
ViaOptronics(VIAO) 360 10.51 +1.51 +16.8 PanaceaAcqnA(PANA) 906 514.9 10.09 –0.23 AcmeUnited(ACU) 63 36.0 28.20 +1.00 Dunkin'(DNKN) 26132 544.1 99.71 +10.92
Invacare(IVC) 1625 8.11 +0.95 +13.3 CallawayGolf(ELY) 36640 421.1 15.49 –4.60 ImperialOil(IMO) 3105 26.1 13.33 –0.13 LevelOneBncp(LEVL) 175 533.2 15.75 –1.74
Vipshop(VIPS) 42572 21.40 +2.43 +12.8 ArchResources(ARCH) 7597 372.5 30.55 –6.79 TompkinsFin(TMP) 249 24.9 55.99 –2.32 Xilinx(XLNX) 59710 375.7 118.69 +1.87
HarleyDavidson(HOG) 57543 355.8 32.88 +2.81 Chase(CCF) 94 8.4 95.16 –5.64 Inphi(IPHI) 18609 305.1 139.76 +21.44
Losers FreseniusMed(FMS) 3304 355.6 38.23 –2.63 CheniereEnergy(LNG) 6872 -0.9 47.87 –0.83 DexCom(DXCM) 14064 260.8 319.58 –91.42
Name (Sym) Volume Close Change %Chg. Tiffany(TIF) 32157 338.3 130.84 +7.30 AlphaProTech(APT) 6830 -1.0 14.19 –0.83 MiratiTherap(MRTX) 7349 253.2 217.14 +36.94
NGL Energy(NGL) 9894 2.40 –1.53 –38.9 Hovnanian(HOV) 3203 306.4 31.76 –0.94 GoodrichPetrol(GDP) 127 -5.1 9.58 –1.09 KalaPharm(KALA) 18929 252.2 6.60 –1.15
BlueApron(APRN) 9601 4.30 –2.16 –33.4 FortressValueII(FAII) 700 290.3 9.70 –0.09 MAG Silver(MAG) 2802 -5.5 16.94 –0.93 Allakos(ALLK) 2971 236.6 95.13 +5.29
PitneyBowes(PBI) 22481 5.31 –2.30 –30.2 FoleyTras II A(BFT) 3494 259.9 9.67 –0.11 DeltaApparel(DLA) 111 -5.8 16.65 –0.95 UnitedBkshrsWV(UBSI) 8687 224.4 26.23 +0.16
GameStop(GME) 42687 10.47 –4.53 –30.2 fuboTV(FUBO) 11060 227.0 13.49 +0.00 BarHarborBkshs(BHB) 161 -6.2 20.42 –2.14 TurningPtTherap(TPTX) 5718 215.1 92.19 –10.37
Renren(RENN) 904 3.70 –1.56 –29.7 OspreyTechA(SFTW) 1483 209.7 9.89 –0.10 CompX Intl(CIX) 31 -7.7 12.64 –0.68 FirstFinNW(FFNW) 260 213.2 9.91 –0.08
SAP(SAP) 28826 106.83 –42.85 –28.6 Pinterest(PINS) 262458 205.3 58.95 +5.95 Cel-Sci(CVM) 2222 -11.6 12.03 –1.08 CrineticsPharm(CRNX) 1523 205.6 12.08 –1.86
AtHomeGroup(HOME) 16251 16.29 –6.43 –28.3 CoreLogic(CLGX) 11199 202.4 76.93 +8.41 NatlHealthcare(NHC) 154 -14.3 63.30 –3.27 FirstSolar(FSLR) 33197 203.3 87.05 +1.68
RangeResources(RRC) 42731 6.58 –2.51 –27.6 Tupperware(TUP) 40155 202.1 31.72 +9.24 SilvercorpMetals(SVM) 6649 -18.9 6.75 –0.63 LiminalBioSci(LMNL) 2359 197.4 4.60 –1.11
PBF Logistics(PBFX) 2665 189.6 7.34 –1.11 MexcoEnergy(MXC) 1233 -19.7 5.70 +0.15 Interface(TILE) 7517 194.0 6.13 –0.36
NYSE AMERICAN BIGGEST % MOVERS
By Share Volume By Share Volume By Share Volume
Winners
Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg.
GeneralElec(GE) 681494 7.42 –0.21 –2.8 DocumentSecSys(DSS) 127902 4.59 +0.55 +13.6 Apple(AAPL) 684341 108.86 –6.18 –5.4
UnvlSecInstr(UUU) 75635 3.07 +0.91 +42.1
NIO(NIO) 616842 30.58 +3.42 +12.6 UnvlSecInstr(UUU) 75635 3.07 +0.91 +42.1 AdvMicroDevices(AMD) 406732 75.29 –6.67 –8.1
Zedge(ZDGE) 6108 3.41 +0.87 +34.3
FordMotor(F) 407549 7.73 –0.43 –5.3 ITTechPkg(ITP) 66907 0.74 +0.19 +33.8 AmerAirlines(AAL) 310884 11.28 –1.32 –10.5
DocumentSecSys(DSS) 127902 4.59 +0.55 +13.6
Snap(SNAP) 372320 39.39 –3.78 –8.8 Zomedica(ZOM) 58262 0.07 –0.01 –7.7 Intel(INTC) 232927 44.28 –3.92 –8.1
BioceresCrop(BIOX) 399 6.05 +0.62 +11.4
Nokia(NOK) 320861 3.37 –0.93 –21.6 NewGold(NGD) 29817 2.03 –0.17 –7.7 Microsoft(MSFT) 193385 202.47 –13.76 –6.4
EllomayCapital(ELLO) 5 36.62 +2.58 +7.6
BankofAmerica(BAC) 320307 23.70 –1.20 –4.8 NorthernDynasty(NAK) 29001 0.89 –0.14 –13.9 CiscoSystems(CSCO) 166100 35.90 –2.92 –7.5
Network1Techs(NTIP) 98 2.89 +0.16 +5.9
Pinterest(PINS) 262458 58.95 +5.95 +11.2 B2Gold(BTG) 28410 6.44 –0.31 –4.6 Tesla(TSLA) 141493 388.04 –32.59 –7.7
Kaleyra(KLR) 395 6.85 +0.35 +5.4
Carnival(CCL) 241007 13.71 –1.65 –10.7 iBio(IBIO) 26440 1.74 –0.19 –9.8 Facebook(FB) 140336 263.11 –21.68 –7.6
LGL Group(LGL) 57 9.61 +0.44 +4.8
WellsFargo(WFC) 219275 21.45 –1.83 –7.9 US Antimony(UAMY) 20040 0.38 –0.00 –0.4 DraftKings(DKNG) 133361 35.40 –7.34 –17.2
Losers AT&T(T) 218230 27.02 –0.80 –2.9 AirIndustries(AIRI) 19226 1.32 +0.28 +27.0 SiriusXM(SIRI) 117403 5.73 –0.25 –4.2
Name (Sym) Volume Close Change %Chg. Twitter(TWTR) 204531 41.36 –9.08 –18.0 1847Goedeker(GOED) 14570 6.61 –1.39 –17.4 ScholarRock(SRRK) 108137 38.90 +24.76+175.1
ExxonMobil(XOM) 186630 32.62 –1.54 –4.5 RingEnergy(REI) 12439 0.51 –0.20 –28.4 UnitedAirlines(UAL) 101377 33.86 –4.15 –10.9
NorthernOil&Gas(NOG) 5312 3.70 –0.99 –21.1
ItauUnibanco(ITUB) 179271 4.09 –0.40 –8.9 CamberEnergy(CEI) 12146 0.74 –0.12 –13.9 Comcast A(CMCSA) 89382 42.24 –2.82 –6.3
MastechDigital(MHH) 92 15.68 –4.12 –20.8
EnergyTransfer(ET) 171852 5.15 –1.15 –18.3 DPW(DPW) 10815 1.51 –0.41 –21.4 SundialGrowers(SNDL) 77668 0.14 –0.03 –18.3
AeroCentury(ACY) 188 1.72 –0.38 –18.1
Ambev(ABEV) 164148 2.14 –0.37 –14.7 GreatPanther(GPL) 9785 0.80 –0.05 –5.9 MarvellTech(MRVL) 74293 37.51 –3.92 –9.5
NTN Buzztime(NTN) 2769 1.79 –0.38 –17.5
MarathonOil(MRO) 154413 3.96 –0.48 –10.8 GranTierraEner(GTE) 9227 0.19 –0.03 –12.7 GulfportEnergy(GPOR) 68189 0.26 –0.02 –6.1
1847Goedeker(GOED) 14570 6.61 –1.39 –17.4
Pfizer(PFE) 149586 35.48 –2.70 –7.1 TasekoMines(TGB) 9042 0.94 –0.20 –17.9 MicronTech(MU) 64473 50.34 –2.51 –4.7
AmbowEduc(AMBO) 96 2.67 –0.53 –16.6
PalantirTech(PLTR) 148623 10.13 +0.64 +6.7 Enservco(ENSV) 8139 0.14 –0.01 –4.4 OPKO Health(OPK) 62489 3.52 –0.78 –18.1
ExcellonRes(EXN) 210 2.26 –0.44 –16.3
Vale(VALE) 137879 10.57 –0.74 –6.5 Inuvo(INUV) 8003 0.35 –0.06 –14.0 Zynga(ZNGA) 62293 8.99 –0.45 –4.8
AvalonHoldings(AWX) 864 1.70 –0.33 –16.3
PetroleoBrasil(PBR) 133747 6.63 –0.69 –9.4 Tengasco(TGC) 7559 0.87 –0.07 –7.5 Apache(APA) 59864 8.30 –0.98 –10.6
NASDAQ BIGGEST % MOVERS
By Dollar Volume By Dollar Volume By Dollar Volume
Winners Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg.
Name (Sym) Volume Close Change %Chg. Alibaba(BABA) 19258839 304.69 –5.23 –1.7 DocumentSecSys(DSS) 812163 4.59 +0.55 +13.6 Amazon.com(AMZN) 968169933036.15–168.25 –5.3
ScholarRock(SRRK) 108137 38.90 +24.76 +175.1 NIO(NIO) 17802331 30.58 +3.42 +12.6 CheniereEnergy(LNG) 327221 47.87 –0.83 –1.7 Apple(AAPL) 76037700 108.86 –6.18 –5.4
Synalloy(SYNL) 2948 5.19 +1.14 +28.1 Pinterest(PINS) 15510071 58.95 +5.95 +11.2 UnvlSecInstr(UUU) 315186 3.07 +0.91 +42.1 Tesla(TSLA) 57492646 388.04 –32.59 –7.7
Criteo(CRTO) 4313 17.16 +3.33 +24.1 Snap(SNAP) 15420368 39.39 –3.78 –8.8 1847Goedeker(GOED) 190239 6.61 –1.39 –17.4 Microsoft(MSFT) 39423083 202.47 –13.76 –6.4
DyneTherap(DYN) 1046 20.68 +3.58 +20.9 Boeing(BA) 12382083 144.39 –22.97 –13.7 B2Gold(BTG) 182377 6.44 –0.31 –4.6 Facebook(FB) 37993428 263.11 –21.68 –7.6
SpruceBio(SPRB) 434 21.89 +3.74 +20.6 Visa(V) 12245119 181.71 –16.30 –8.2 AlphaProTech(APT) 101686 14.19 –0.83 –5.5 AdvMicroDevices(AMD) 31927845 75.29 –6.67 –8.1
MiratiTherap(MRTX) 7349 217.14 +36.94 +20.5 Mastercard(MA) 11168589 288.64 –40.97 –12.4 NovaGoldRscs(NG) 63159 10.36 –0.40 –3.7 ZoomVideo(ZM) 22280483 460.91 –50.61 –9.9
ShattuckLabs(STTK) 941 25.85 +4.09 +18.8 Shopify(SHOP) 10923327 925.43–100.79 –9.8 NewGold(NGD) 61250 2.03 –0.17 –7.7 NVIDIA(NVDA) 21949087 501.36 –42.25 –7.8
RenalytixAI(RNLX) 62 13.40 +2.10 +18.6 Twitter(TWTR) 9498735 41.36 –9.08 –18.0 ITTechPkg(ITP) 58435 0.74 +0.19 +33.8 Alphabet A(GOOGL) 206428021616.11 –16.87 –1.0
BankofAmerica(BAC) 7581331 23.70 –1.20 –4.8 EquinoxGold(EQX) 57239 10.65 –1.32 –11.0 Alphabet C(GOOG) 178241461621.01 –19.99 –1.2
Losers JPMorganChase(JPM) 6723065 98.04 –5.77 –5.6 MAG Silver(MAG) 47431 16.94 –0.93 –5.2 Netflix(NFLX) 16891004 475.74 –12.54 –2.6
Name (Sym) Volume Close Change %Chg. Square(SQ) 6279716 154.88 –21.89 –12.4 iBio(IBIO) 46590 1.74 –0.19 –9.8 Intel(INTC) 10495915 44.28 –3.92 –8.1
CatabasisPharm(CATB) 34946 1.34 –4.48 –77.0 ExxonMobil(XOM) 6058057 32.62 –1.54 –4.5 SilvercorpMetals(SVM) 45049 6.75 –0.63 –8.5 PayPal(PYPL) 7749716 186.13 –16.91 –8.3
AxovantGene(AXGT) 15757 2.13 –1.37 –39.1 Salesforce.com(CRM) 5968067 232.27 –18.25 –7.3 ImperialOil(IMO) 39924 13.33 –0.13 –1.0 Xilinx(XLNX) 7357023 118.69 +1.87 +1.6
Progenity(PROG) 780 4.99 –2.92 –36.9 AT&T(T) 5865117 27.02 –0.80 –2.9 LairdSuperfood(LSF) 29183 46.00 –5.26 –10.3 Peloton(PTON) 6146608 110.21 –12.32 –10.1
Tricida(TCDA) 29169 5.63 –3.12 –35.7 TeladocHealth(TDOC) 5796361 196.46 –19.86 –9.2 Cel-Sci(CVM) 27781 12.03 –1.08 –8.2 CiscoSystems(CSCO) 6038143 35.90 –2.92 –7.5
GaleraTherap(GRTX) 1693 8.19 –4.05 –33.1 Twilio(TWLO) 5533381 278.97 –27.13 –8.9 NorthernDynasty(NAK) 26840 0.89 –0.14 –13.9 Adobe(ADBE) 5564163 447.10 –41.40 –8.5
Materialise(MTLS) 1067 33.97 –15.13 –30.8 Pfizer(PFE) 5440522 35.48 –2.70 –7.1 SilverCrestMetals(SILV) 25723 9.07 –0.31 –3.3 DraftKings(DKNG) 5128263 35.40 –7.34 –17.2
AkebiaTherap(AKBA) 58521 2.22 –0.96 –30.2 Disney(DIS) 5425761 121.25 –7.10 –5.5 ParkNational(PRK) 25526 91.65 –3.14 –3.3 DexCom(DXCM) 4945113 319.58 –91.42 –22.2
Inovalon(INOV) 5195 18.99 –8.04 –29.7 BerkHathwy B(BRK.B) 5331399 201.90 –10.81 –5.1 AirIndustries(AIRI) 24262 1.32 +0.28 +27.0 Qualcomm(QCOM) 4352482 123.36 –5.52 –4.3

Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer
than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock
split or stock dividend amounting to 10% or more. X-Ex-dividend
M10 BARRON’S November 2, 2020

Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment organic growth questions that have plagued our EPS forecast rises by 20 cents, to $3.50.
the stock for years. Raising stock-price target to $75, from $70.
and research firms. The reports are a sampling of analysts’ thinking; they should not Overlooked will be 1) the material improve-
be considered the views or recommendations of Barron’s. Some of the reports’ issuers ment in active buyer gross merchandise Sealed Air • SEE-NYSE

have provided, or hope to provide, investment-banking or other services to the value, supported by new on-brand programs, Market Perform • Price $40.90 on Oct. 27
companies being analyzed. which should raise the growth floor; 2) by BMO Capital Markets
strength in payments and promoted listings;
3) price appreciation in Adevinta [a global We downgraded Sealed Air in April, assum-
Automatic Data Processing We are trimming estimates and remain posi- digital marketplace specialist in which eBay ing that Covid-19 would have an outsize im-
• ADP-Nasdaq tive on the shares, though it may take longer holds a stake]; and 4) an aggressive share-re- pact on a portfolio exposed to meat-packing
Outperform• Price $146.03 on Oct. 28 to achieve our price target of $380. purchase program. At just 15 times 2021 esti- plants, food service, and industrial/transpor-
by Evercore ISI mated earnings per share and 10 times tation markets. Management proved us
Bed Bath & Beyond • BBBY-Nasdaq Ebitda, excluding the Adevinta stake, eBay wrong. E-commerce and equipment volumes
In the first quarter of ADP’s fiscal 2021 Underweight • Price $21.10 on Oct. 28 looks cheap. We are raising our 2020 reve- have accelerated, and restructuring has off-
year, revenue and earnings exceeded our by Wells Fargo Securities nue and Ebitda forecast by $200 million. set cost headwinds. We applaud Sealed Air’s
forecasts and Street estimates, despite the Our EPS forecast rises by 28 cents, to $3.38 performance. However, the valuation is not
unprecedented global employment decline. Bed Bath’s long-awaited investor day fea- a share, on a $500 million expected increase inexpensive at 9.4 times our 2021 Ebitda
More importantly, new business bookings in tured an energized management team, up- in the stock-repurchase program. For 2021, estimate. Price target: $42.
Employer Services increased 2%, sharply beat presentation, and a well-articulated—
up from the 67% decrease in fiscal 2020’s albeit somewhat aspirational—transformation
fourth quarter, fueled by successful digital plan, with an aggressive focus on omnichan- INSIDER TRANSACTIONS: Recent Filings
marketing initiatives and recalibration of nel growth, supply-chain enhancement, and Purchases Sales
$ Val $ Val
the sales force to sell virtually. differentiation (via remodels and owned Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
Internationally, bookings were strong. brands) versus peers. Eargo EAR 4 799,999 27,080 Align Technology ALGN 8 143,196 65,757
While in second-quarter fiscal 2021, book- The company is clearly taking steps to im- Live Oak Bancshares LOB 1 154,384 5,277 Salesforce.Com CRM 5 209,524 53,107
Helix Acquisition HLXA 1 430,000 4,300 Procter & Gamble PG 4 257,555 36,782
ings might be down modestly, given partial prove its business, is pleased with recent mo- Replay Acquisition RPLA 1 350,000 3,535 Unitedhealth UNH 1 98,579 32,479
lockdowns in Europe combined with uncer- mentum, and expects long-term initiatives to Eastern Bankshares EBC 2 186,520 1,865 Danaher DHR 3 107,385 25,081
tainty from U.S. elections, fiscal-2021 book- yield considerable margin progress (with Crown Castle International CCI 1 8,050 1,298 Amphenol APH 1 158,500 18,824
Agree Realty ADC 1 15,293 1,005 Tesla TSLA 2 44,860 18,786
ings could be up 10% to 20%, boding well earnings before interest, taxes, depreciation, International Business Machines IBM 1 5,000 554 Dell Technologies DELL 2 166,937 11,253
for fiscal 2022 and beyond. Based on our and amortization, or Ebitda, up by 600 basis Del Taco Restaurants TACO 1 67,400 505 Ppg Industries PPG 1 81,022 10,829
Universal Stainless & Alloy Products USAP 1 45,823 258 Paychex PAYX 3 121,398 10,069
survey, we believe that demand trends for points [six percentage points] by fiscal 2023).
Smart Global SGH 1 9,820 255 Mainstreet Bancshares MNSB 1 647,096 9,836
ADP products are strong. Employer Ser- That said, the transformation won’t be cheap, Premier Financial PFC 1 12,000 225 Thermo Fisher Scientific TMO 1 20,000 9,678
vices client retention is at record highs, heavy lifting remains, and the spotlight shifts Greenpower Motor GP 1 20,000 218 Autonation AN 2 154,259 9,465
Pultegroup PHM 1 5,000 207 Abbott LaboratoriesABT 1 83,333 9,069
benefiting from clients delaying decisions to to execution during a period of increasing
Genuine Parts GPC 1 2,200 202 Triumph Bancorp TBK 8 196,964 8,903
switch, but also higher client satisfaction. macro uncertainty, wonky year-to-year com- First American Financial FAF 1 4,000 191 Restaurant Brands International QSR 1 158,000 8,880
Our price target is $197. parisons, and rapidly shifting consumer Heartland Express HTLD 1 10,000 188 Guardant Health GH 2 81,002 8,670
1 5,000 160 Texas Instruments TXN 2 51,507 7,637
needs and preferences. EmployersEIG
Sound Financial Bancorp SFBC 1 5,000 149 Arrowhead Pharmaceuticals ARWR 2 129,166 7,397
Mastercard • MA-NYSE While CEO Mark Tritton & Co. talked a Orrstown Financial Services ORRF 3 6,500 89 Biolife Solutions BLFS 1 229,244 6,613
Positive • Price $317.11 on Oct. 28 good game, we see an opportunity to take 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
by Susquehanna International Group profits, as Bed Bath shares are up 104% in the SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include
pension-plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or trades under 100
three months (versus 2% for the S&P 500 shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales,
As in past recessions, credit is underper- index), expectations are calibrating higher, and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

forming debit, and this shift disadvantages and the success of new initiatives likely won’t
Mastercard. While there is a quarterly lag, be linear. Reiterate $17 price target (14 times INSIDER TRANSACTIONS RATIO
Visa [ticker: V] volume mixed 52% debit (last our fiscal-2022 earnings estimate).
60
quarter) versus 43% debit for Mastercard
(this quarter). eBay • EBAY-Nasdaq
50
Utility-type spending, such as for groceries Buy• Price $53.25 on Oct. 29
40
and gasoline, remains healthy, but typically by Benchmark Bearish
skews to debit. In contrast, discretionary 30
spending, such as for travel and entertain- Despite strong third-quarter results and
20
ment, skews to credit. Although the company fourth-quarter guidance that, ex-Classifieds,
described normalization to even growth in should have numbers coming up across the 10
some discretionary categories, both personal board, we expect that shares of eBay will Bullish Ratio = 8
0
and business travel [abroad] remain weak. again be weak on the open. Commentary N D J F M A M J J A S O
around active buyer pull-forward and mod-
To be considered for this section, material erating demand due to increased mobility 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. will likely bring about the same sustainable, The total top 20 sales and buys are 369,113,541 and 47,560,917 respectively; Source: Thomson Reuters
November 2, 2020
Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron’s.
”Normally, long interest rates go up or down because of the economic outlook and changing inflation
expectations. But markets are now beginning to worry about increasing Treasury supply, and Treasury-
auction metrics are getting more attention.”
Too Much Treasury Supply?
The Conversation Is Changing in Markets
Apollo Global Management
apollo.com
Oct. 30: It is important to pay attention to
the changing conversation. Normally, long
interest rates go up or down because of the
economic outlook and changing inflation ex-
pectations. But markets are now beginning
to worry about increasing Treasury supply,
and Treasury-auction metrics are getting
more attention.
How much more Treasury supply might
be coming? Third-quarter U.S. GDP came
out yesterday, and it shows that the econ-
omy is currently $1.3 trillion below its trend
line. To completely “fill up the hole” after
Covid, we would need $4.4 trillion. In other
words, a fiscal package of $1.3 trillion to
$4.4 trillion would bring the economy back
closer to where it was pre-Covid, and
thereby push the unemployment rate down
from its current level at 7.9% toward its
February level at 3.5%. If the U.S. economy
has to enter a second lockdown to get the
virus under control, the fiscal need will be
bigger. If we get a vaccine faster than
expected, the fiscal need will be smaller.
Adding another few trillion in Treasury
supply will put upward pressure on long rates
and steepen the yield curve. The question is
to what degree the Federal Reserve is pre-
pared to step in and buy longer-dated U.S.
government debt and thereby have monetary
policy play an important role as underwriter
for fiscal policy. How the Fed talks about this
topic and how markets interpret the Fed’s
statements and actions are very important
parts of the new conversation in markets.
—TORSTEN SLØK
Why GDP News Doesn’t Matter
Macro Note
Avalon Investment and Advisory
avalonadvisors.com
Oct. 29: GDP grew at a 33.1% [annualized]
pace in the third quarter, but the news was
BARRON’S
greeted by a resounding “meh”.
Why? Because old news is good news,
and it is all about the outlook—not the
“backlook.” With Covid-renewed restrictions
beginning in Europe, the growth outlook
has become far more muddied there. The
fear is that resurgent cases in the U.S. por-
tend a similar retrenchment of activity.
With U.S. fiscal policy stalled, monetary
policy going full-throttle can only do so much.
The interaction of an uncertain, but
surging, virus and stalled fiscal policy cre-
ates a thick fog around the path of the U.S.
recovery. That is why GDP—and other old
news—might be great, but doesn’t matter.
—SAMUEL RINES
Goodbye, Supply-Side Economics
Market Commentary
Cresset
cressetcapital.com
Oct. 28: A corporate-tax reset [under a
Biden administration] would be unwelcome
news for sectors like technology and health
care, which together make up more than
40% of the S&P 500. Profitable companies
within these sectors sported effective tax
rates of 15% and 20%, respectively, last
year. Biden’s proposed 25% corporate tax
rate would boost their tax liabilities. Addi-
tionally, both sectors are heavily invested in
intellectual property, much of which is held
offshore. Technology companies derived
more than half of their revenue offshore last
year, while 37% of health-care revenue was
generated outside the U.S. Other sectors
with a tax bulls-eye on their backs are
financials, materials, and consumer staples.
A doubling of the capital-gains tax rate
would also inflict pain on sectors with the
highest unrealized gains, prompting an
acceleration of gain realization. Technology,
a sector that has gained more than 180%
over the past five years, would be most
exposed. Consumer discretionary, which
nearly doubled in the interim, would be next.
Media reports indicate that Donald Trump
megadonor Sheldon Adelson, sensing a Joe
Biden victory, is considering selling his Vene-
—TORSTEN SLØk, Apollo Global Management
tian and Palazzo casinos on the Las Vegas
Strip to accelerate a capital gain into 2020.
Whether a “blue wave” or a Biden White
House are in store, 2021 would likely mark a
secular reversal in economic policy. Ushered
in by President Ronald Reagan and Federal
Reserve Chairman Paul Volcker in the 1980s,
monetary policy and supply-side economics
held sway in Washington over the past 40
years through a combination of lower inter-
est rates, smaller tax burdens, and lighter
regulations. The federal-funds rate has cas-
caded from 20% to zero. Corporate taxes as
a share of GDP have slid from 2.6% to 1.1%,
while the value of the stock market has
grown nearly four times faster than the
economy....A Biden victory would likely initi-
ate a shift toward fiscal, demand-side stimu-
lus. Over time, such a result could mean a
reversal in inflation, interest rates, and the
relationship between wages and profits.
—JACK ABLIN
Strength in Storage REITs
Momentum Strategies Report
Clif Droke Market Analysis
clifdroke.com
Oct. 27: One of the areas of potential
strength I’m keeping an eye on is the stor-
age REIT stock group. Storage REITs have
shown a conspicuous amount of relative
strength lately, and for good reason. With
real estate as strong as it is and so many
Americans migrating from big cities, stor-
age units are in very high demand right
now. Consequently, we may soon be getting
another confirmed entry point in the leading
storage stocks once the October swoon has
ended. [Note the] recent progression in one
such stock, Public Storage [ticker: PSA].
—CLIF DROKE
Jolly Holiday Sales
Special Reports
Wells Fargo Securities
wellsfargo.com
Oct. 26: In what undoubtedly will be
M11
remembered as one of the most challenging
and transformative years for most retail-
ers, we are forecasting that holiday sales
will increase 9% in 2020, which would be
the largest increase on record. That is not
to say that things are fine for all retailers,
(they are not), nor is it to say that consum-
ers are in excellent financial shape (they
are not, particularly those toward the
lower end of the income spectrum). How-
ever, a forced thrift that has curtailed
spending in the service sector and canceled
travel plans frees up income for more
spending on gifts. After the anxiety and
stress of a year defined by the virus, natu-
ral disasters and a divisive election, we
suspect that holiday sales will also benefit
from a yearning for comfort and normalcy,
which many consumers may associate with
having a few more gifts under the tree.
Traditions of the shopping season, like
the throngs of Black Friday shoppers the
day after Thanksgiving, will be largely re-
placed this year with rolling special sales and
“buy-online, pick-up in store” deals, while on-
line retailers pile on gains after last year’s
first-time finish as top overall category of
holiday sales. In fact, since Amazon’s Prime
Day moved to October, many of its competi-
tors began offering opposing special offers
during the month. Some holiday shopping
has already been pulled forward, so we
wouldn’t be surprised to see the pace of sales
taper off in the traditional holiday spending
months of November and December. Even if
that is the case, our measure of holiday sales
sits comfortably at an all-time high as of Sep-
tember after disruption from the virus ear-
lier this year. The 2020 holiday sales season
is on track to be a blowout. But keep it in
perspective: This boom in goods spending is
coming at the expense of spending on ser-
vices, which remains depressed. In short, we
do not look for overall consumer spending to
return to its pre-crisis peak until the second
quarter of 2021.
—TIM QUINLAN
To be considered for this section, material, with
the author’s name and address, should be sent
to MarketWatch@barrons.com.
M12 BARRON’S November 2, 2020

New York Stock Exchange Composite List

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
NOTICE TO READERS: High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
65.08 24.19 AssocCapital AC .6 dd 32.10 –2.79 .0994 591.00 324.07 Bio-RadLab B BIO.B ... 9 591.00 +15.52 ... 16.99 3.43 Curo CURO 2.9 3 7.49 –0.91 .055
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 142.61 76.27 Assurant AIZ 2.0 20 124.37 –1.62 .63 15.96 9.60 Bitauto BITA ... dd 15.94 +0.02 ... 47.99 9.81 CVR Energy CVI .0 16 11.01 –0.95 .40
50.77 13.64 AssuredGuaranty AGO 3.1 7 25.53 –2.83 .20 87.12 48.07 BlackHills BKH 4.0 18 56.66 –2.77 .565 3.37 0.60 CVR Partners UAN 10.8 dd .65 –0.11 .07
23.92 1.20 AtHomeGroup HOME ... dd 16.29 –6.43 ... 96.05 50.01 BlackKnight BKI ... 94 87.95 –5.36 ... 77.03 52.04 CVS Health CVS 3.6 9 56.09 –4.16 .50
18.59 3.78 Atento ATTO ... dd 8.47 –0.39 ... 13.60 4.04 BlackStoneMin BSM 9.9 8 6.05 –0.18 .15 2044.41 1031.39 CableOne CABO .6 43 1731.86 –175.39 2.50
Please visit the new Market Lab home page on barrons.com under Data. 50.43 13.37 Athene ATH ... 12 32.08 –2.16 ... 6.89 2.70 BlackBerry BB ... dd 4.49 –0.63 ... 50.58 20.00 Cabot CBT 3.7 34 38.01 –3.09 .35
43.50 10.85 AtkoreIntl ATKR ... 7 20.69 –3.08 ... 666.64 323.98 BlackRock BLK 2.4 20 599.21 –38.10 3.63 22.67 13.06 CabotOil COG 2.2 23 17.79 –1.89 .10
www.barrons.com/market-data/market-lab 2.54 1.70 AtlanticPower AT ... dd
...
1.99 –0.08 ... 64.97 33.00 Blackstone BX 3.7 46
25
50.42 –4.22 .54 35.28 8.16 Cactus WHD 2.1 13 17.00 –1.71 .09
9.93 9.82 AtlStreetAcqn ASAQ.UT ... 9.88 –0.01 ... 40.62 12.67 BlackstoneMtg BXMT 11.4 21.70 –0.74 .62 18.24 4.63 CadenceBancorp CADE 3.1 dd 11.22 –0.84 .075
9.70 9.55 AtlStreetAcqn ASAQ ... ... 9.66 +0.01 ... 25.44 11.29 BlockHR HRB 6.0 14 17.26 –1.14 .26 31.56 9.80 CAE CAE .0 42 17.07 –1.23 .0832
... ... AtlStreetAcqnWt ASAQ.WT ... ... .60 ... ... 23.38 3.00 BloomEnergy BE ... dd 12.64 –3.79 ... 24.87 3.12 Caleres CAL 3.6 dd 7.68 –1.98 .07
52-Week Tick Div 52-Week Tick Div 14.62 5.39 Atlas ATCO 5.8 11 8.63 –0.74 .125 28.84 2.01 BlueApron APRN ... dd 4.30 –2.16 ... 19.95 12.93 CaliforniaRscs CRC ... ... 13.40 ... ...
10.04 9.93 AtlasCrestInvt ACIC.UT ... ... 9.93 –0.07 ... 10.79 3.25 BluegreenVac BXG .0 16 4.87 –0.55 1.19 57.36 39.74 CalWtrSvc CWT 1.9 55 44.57 –3.61 .2125
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 121.08 77.92 AtmosEnergy ATO 2.5 19 91.67 –6.02 .575 18.98 4.24 BluegreenVac BVH .0 dd 8.15 –1.35 .0479 27.78 5.61 Calix CALX ... cc 23.41 –2.64 ...
47.04 3.71 AuroraCannabis ACB ... dd 4.05 –0.63 ... 32.91 3.60 BlueLinx BXC ... dd 21.98 –1.44 ... 22.33 4.75 CallawayGolf ELY .0 dd 15.49 –4.60 .01
A
10.53 3.24 AmbacFinWt AMBC.WT ... ... 4.53 –0.49 ...
4.75 1.90 Ambev ABEV ... 16 2.14 –0.37 ... 102.25 59.54 Autohome ATHM .8 25 95.55 –1.11 .77 9.88 9.85 BluescapeOpps BOAC.UT ... ... 9.87 –0.13 ... 49.80 3.80 CallonPetrol CPE ... dd 5.23 –0.07 ...
11.59 5.80 Amcor AMCR 4.4 27 10.43 –0.54 .115 87.01 38.16 Autoliv ALV .0 43 75.80 –9.14 .62 375.60 89.00 Boeing BA .0 dd 144.39 –22.97 2.055 120.73 62.48 CamdenProperty CPT 3.6 46 92.24 –0.15 .83
87.66 58.74 Ameren AEE 2.5 24 81.12 –2.27 .515 69.28 20.59 AutoNation AN ... 13 56.73 –3.92 ... 50.35 20.08 BoiseCascade BCC 1.0 17 38.38 –0.82 1.60 12.33 5.30 Cameco CCJ .6 cc 9.51 –0.23 .0608
52.78 8.56 AAR AIR 1.5 dd 19.46 –1.11 .075 1274.41 684.91 AutoZone AZO ... 16 1128.98 –54.18 ... 25.56 8.25 BonanzaCreekEner BCEI ... 5 17.71 –2.53 ...
27.04 14.71 ABB ABB 2.8 9 24.29 –1.84 .8252 46.81 13.38 Ameresco AMRC ... 44 38.39 –4.35 ... 57.54 40.70 CampbellSoup CPB 3.0 23 46.67 –1.88 .35
18.04 10.12 AmericaMovil AMX 2.9 29 11.92 –0.96 .1771 160.42 55.50 Avalara AVLR ... dd 149.05 –5.46 ... 48.11 8.03 BootBarn BOOT ... 26 32.02 –1.58 ... 42.49 3.40 CampingWorld CWH 1.4 dd 26.44 –1.74 .08
40.78 19.79 ABMIndustries ABM 2.1 dd 34.72 –0.95 .185 229.40 118.17 Avalonbay AVB 4.6 30 139.13 –6.66 1.59 89.45 54.37 BoozAllen BAH 1.5 22 78.50 –0.55 .31
11.38 3.51 ACCO Brands ACCO 4.9 7 5.27 –1.17 .065 17.94 10.41 AmericaMovil A AMOV 4.5 29 11.70 –1.17 .1771 45.09 12.94 CanadaGoose GOOS ... 34 31.18 –4.33 ...
48.99 20.15 AmericanAssets AAT 4.8 33 20.93 –3.44 .25 57.24 35.62 Avangrid AGR 3.6 24 49.34 –0.66 .44 10.43 4.20 BoqiiHolding BQ ... ... 4.28 –1.41 ... 87.62 46.45 CIBC CM 5.9 12 74.62 –3.41 1.1105
56.59 25.11 ADC Therap ADCT ... dd 28.69 +1.18 ...
17.21 3.41 ADT ADT 2.1 dd 6.59 –0.88 .035 11.26 2.50 AmericanAxle AXL ... dd 6.72 –0.64 ... 48.07 19.46 AvanosMedical AVNS ... dd 35.35 –2.72 ... 46.60 17.00 BorgWarner BWA 1.9 20 34.98 –4.77 .17 112.97 65.13 CanNtlRlwy CNI 1.8 28 99.45 –5.62 .4299
10.01 9.85 AvantiAcqn AVAN.UT ... ... 9.91 –0.03 ... 9.12 0.24 BorrDrilling BORR ... dd .39 –0.04 ... 32.79 6.71 CanNaturalRes CNQ 8.1 cc 15.95 –1.12 .318
10.01 9.90 AEA-Bridges IMPX.UT ... ... 9.93 –0.02 ... 50.29 20.13 AmCampus ACC 5.0 73 37.46 –0.30 .47 cc 74
52.40 21.76 AECOM ACM ... dd 44.84 –1.54 ... 16.82 6.54 AmerEagle AEO .0 dd 13.71 –0.97 .1375 25.70 6.66 Avantor AVTR ... 23.27 –1.63 ... 1092.80 290.02 BostonBeer SAM ... 1039.18 –51.92 ... 327.40 173.26 CanPacRlwy CP 1.0 24 299.13 –15.57 .7065
34.25 9.07 AmEqtyLf AEL 1.2 10 24.82 –1.41 .30 19.70 6.13 Avaya AVYA ... dd 17.20 –0.79 ... 147.83 69.69 BostonProps BXP 5.4 11 72.41 –5.26 .98 9.82 4.20 Cango CANG ... 24 5.45 +0.15 ...
21.23 8.11 AES AES 2.9 69 19.50 –1.15 .1433 145.45 76.96 AveryDennison AVY 1.8 22 138.39 –3.35 .62 46.62 24.10 BostonSci BSX ... 13 34.27 –2.90 ...
55.07 23.07 Aflac AFL 3.3 5 33.95 –3.90 .28 138.13 67.00 AmerExpress AXP 1.9 23 91.24 –9.74 .43 44.87 20.51 Cannae CNNE ... 2 36.98 –2.71 ...
37.33 8.69 Avient AVNT 2.7 24 31.07 –1.57 .2125 22.09 8.64 Box BOX ... dd 15.50 –1.00 ... 28.41 15.46 Canon CAJ 5.4 32 17.45 +1.00 .3765
83.58 35.33 AGCO AGCO .8 cc 77.03 –5.79 .16 115.03 44.01 AmericanFin AFG 2.7 27 74.94 –0.87 .50 53.00 32.09 Avista AVA 4.9 18 33.22 –1.75 .405 36.22 6.44 BoydGaming BYD .0 dd 31.72 –2.98 .07
16.70 1.46 AG Mortgage MITT .0 dd 2.61 –0.14 .45 30.45 17.50 AmHomes4Rent AMH .7 cc 28.27 –1.69 .05 25.97 9.00 CanopyGrowth CGC ... dd 18.78 –0.95 ...
dd 31.26 12.92 AxaltaCoating AXTA ... 64 25.11 –1.66 ... 59.11 33.00 Brady BRC 2.3 18 37.72 –4.16 .22 79.50 20.81 CantelMedical CMD .0 cc 47.84 –4.23 .105
3.68 1.29 AHBeloA AHC 11.8 dd 1.36 –0.08 .04 56.42 16.07 AIG AIG 4.1 31.49 –0.89 .32 30.73 13.69 AxosFinancial AX ... 9 27.26 –0.55 ... 10.39 1.14 BraemarHtls BHR .0 dd 2.42 +0.03 .16
10.35 1.95 AMC Ent AMC .0 dd 2.36 –0.61 .03 14.66 0.15 AIG Wt AIG.WT ... ... .23 –0.20 ... 107.59 38.00 CapitalOne COF .5 37 73.08 –4.91 .10
44.55 5.30 Azul AZUL ... dd 11.85 –2.64 ... 16.25 7.48 BrandywineRealty BDN 8.7 5 8.76 –1.12 .19 4.35 0.45 CapitalSrLiving CSU ... dd .50 –0.11 ...
89.22 36.65 AMN Healthcare AMN ... 36 65.28 –1.23 ... 17.44 5.99 AmRltyInv ARL ... dd 8.11 –0.12 ... 33.46 11.75 AzurePowerGlbl AZRE ... dd 26.67 –0.35 ... 4.98 2.50 BrasilAgro LND 2.9 8 3.87 –0.23 .1117
16.53 5.02 AMTD Intl HKIB ... 14 7.05 ... ... 11.98 5.57 AmericanRenal ARA ... dd 11.49 –0.01 ... 39.90 5.42 Capri CPRI ... dd 21.22 –1.30 ...
18.64 3.86 Braskem BAK ... dd 7.96 –1.06 ... 9.96
1.60 0.34 ARC Document ARC 3.4 13 1.17 –0.01 .01 96.64 65.11 AmerStWater AWR 1.8 33 74.69 –4.54 .335 10.44 Capstar CPSR.UT ... ... 10.00 –0.17 ...
5.70
74.85
3.17
29.04
ASETech
ASGN
ASX
ASGN
1.9
...
13
19
4.57
66.68
+0.09
–3.68
.1363
...
272.20
19.60
174.32
11.35
AmerTowerREIT
AmerVanguard
AMT
AVD
1.9
.0
54
35
229.65
12.92
–8.07
–1.38
1.14
.02
B 21.65
176.98
5.86
64.23
BrighamMin
BrightHorizons
MNRL
BFAM
13.8
...
24
78
8.82
158.05
–0.45
–4.45
.14
...
9.95
1.36
9.67
0.50
CapstarSpacA
CapstarSpacWt
CPSR
CPSR.WT
...
...
...
...
9.67
.72
–0.05
–0.10
...
...
9.75 5.51 BrightScholarEduc BEDU 1.7 20 6.17 –0.31 .12
39.70 26.08 AT&T T 7.7 18 27.02 –0.80 .52 160.00 92.00 AmerWaterWorks AWK 1.5 43 150.51 –3.57 .55 31.93 10.39 B&G Foods BGS 7.2 15 26.56 –1.62 .475 15.97 3.61 BrightSphere BSIG .3 6 13.80 –1.39 .01
8.42 1.97 CapsteadMtg CMO 11.7 dd 5.11 –0.56 .15
9.21 3.43 A10Networks ATEN ... 54 6.74 –0.43 ... 41.80 22.10 AmericanWell AMWL ... ... 25.81 –6.71 ... 60.69 39.05 CardinalHealth CAH 4.2 dd 45.79 –3.55 .4859
49.26 31.66 BCE BCE 6.3 20 40.22 –2.57 .6261 19.67 6.85 BrightView BV ... dd 12.23 –0.71 ... 169.86 97.55 Carlisle CSL 1.7 20 123.87 –7.84 .525
66.16 31.82 AXIS Capital AXS 3.8 dd 42.69 –5.55 .41 41.29 23.30 AmericoldRealty COLD 2.3 70 36.23 –0.96 .21 6.54 2.47 BEST BEST ... dd 2.57 –0.31 ... 50.43 7.00 BrinkerIntl EAT .0 75 43.54 –1.21 .38
42.16 26.35 Azek AZEK ... ... 33.44 –3.78 ... 180.85 80.01 Ameriprise AMP 2.6 8 160.83 –9.56 1.04 22.38 5.69 BG Staffing BGSF 2.5 23 7.97 –0.46 .05 97.12 33.17 Brink's BCO 1.4 dd 42.83 –4.63 .15
109.31 37.59 CarMax KMX ... 21 86.44 –4.51 ...
49.46 19.31 AZZ AZZ 2.0 58 33.59 –1.77 .17 106.45 72.06 AmerisourceBrgn ABC 1.7 13 96.07 –3.31 .42 51.94 7.80 Carnival CCL .0 dd 13.71 –1.65 .50
58.35 29.78 BHP Group BHP 5.0 15 48.11 –3.28 1.30 68.34 45.76 BristolMyers BMY 3.1 dd 58.45 –1.68 .45 49.03 7.08 Carnival CUK 16.9 dd 11.80 –1.58 .50
75.65 13.01 Aaron's AAN .3 dd 52.26 –6.12 .04 110.82 54.82 Ametek AME .7 26 98.20 –9.56 .18 48.67 23.64 BHP Group BBL 6.2 12 38.87 –3.07 1.30 4.76 1.82 BristolMyersRt BMY.RT ... ... 3.26 –0.13 ...
114.20 61.61 AbbottLabs ABT 1.4 56 105.11 –2.68 .36 5.79 2.40 AmnealPharm AMRX ... dd 4.16 –1.05 ... 54.90 13.60 CarpenterTech CRS 4.6 dd 17.48 –1.05 .20
47.46 18.84 BJ'sWholesale BJ ... 18 38.29 –0.78 ... 0.74 0.27 BristolMyersRt CELG.RT .0 ... .34 –0.03 .1479 28.50 13.54 CarriageSvcs CSV 1.4 45 25.81 +1.06 .0875
101.28 62.55 AbbVie ABBV 5.5 18 85.10 +0.76 1.18 5.23 1.94 Ampco-Pitt AP ... 20 4.35 –0.56 ... 17.08 6.41 BP Midstream BPMP 14.3 6 9.70 –0.34 .3475 35.91 10.50 Bristow VTOL ... 10 20.78 –2.06 ...
119.77 63.05 Amphenol APH 1.0 30 112.84 –6.91 .29 34.96 11.50 CarrierGlobal CARR 1.0 ... 33.39 –1.54 .08
18.83 7.42 Abercrombie&Fitch ANF .0 dd 14.22 –1.69 .20 40.08 14.74 BP BP 12.1 dd 15.48 –0.57 .315 45.64 27.32 BritishAmTob BTI 8.4 9 31.88 –1.76 .6721 13.55 3.25 Cars.com CARS ... dd 7.39 –1.56 ...
28.41 9.10 AcadiaRealty AKR .0 19 9.33 –1.23 .29 7.91 0.49 AmplifyEnergy AMPY .0 dd .65 –0.17 .10 9.48 1.26 BP Prudhoe BPT 32.9 1 1.29 –0.15 .4242 22.74 7.51 BrixmorProp BRX .0 16 10.96 –0.97 .285
15.11 5.22 AccelEnt ACEL ... dd 9.60 –1.17 ... 6.85 3.98 Amrep AXR ... dd 6.51 –0.09 ... 9.15 2.27 BRF BRFS ... 8 2.96 –0.31 ... 12.81 5.44 BroadmarkRealty BRMK 8.5 38 9.97 –0.27 .06
112.46 60.17 Carter's CRI .0 27 81.45 –5.50 .60
247.82 137.15 Accenture ACN 1.6 27 216.91 –12.79 .88 66.10 26.04 Anaplan PLAN ... dd 55.35 –5.14 ... cc 242.15 22.16 Carvana CVNA ... dd 185.35 –17.29 ...
18.75 6.00 BRT Apartments BRT 7.1 12.45 –0.37 .22 1.84 0.15 BroadmarkRltyWt BRMK.WT ... ... .29 +0.02 ... 15.85 3.15 CasperSleep CSPR ... dd 6.63 –0.80 ...
21.00 7.96 AcornIntl ATV ... 7 20.50 +0.30 ... 38.50 12.66 AngloGoldAsh AU ... 34 23.14 –2.03 ... 2.82 0.42 B.Riley II Wt BMRG.WT ... ... 1.07 –0.25 ... 146.04 81.90 BroadridgeFinl BR 1.7 35 137.60 –8.13 .575
143.55 67.46 AcuityBrands AYI .6 14 89.14 –5.55 .13 83.54 32.58 AB InBev BUD 2.1 dd 51.91 –5.68 .5669 11.84 9.70 B.Riley II A BMRG ... ... 10.01 +0.01 ... 1.64 0.60 CastlightHealth CSLT ... dd .88 –0.06 ...
10.05 9.84 BroadstoneAcqn BSN.UT ... ... 9.89 –0.04 ... 96.38 31.04 Catalent CTLT ... 79 87.77 –6.25 ...
39.85 20.65 Acushnet GOLF 1.8 44 34.13 –0.65 .155 10.50 3.51 AnnalyCap NLY 13.3 dd 7.09 –0.14 .22 12.70 9.95 B.Riley II BMRG.UT ... ... 10.92 +0.02 ... 17.10 15.90 Broadstone BNL 3.3 30 16.50 –0.27 .135
8.70 3.31 Adecoagro AGRO ... dd 4.84 –0.14 ... 7.87 1.69 AnteroMidstream AM 21.5 dd 5.73 –0.89 .3075 70.57 40.40 BWX Tech BWXT 1.4 19 55.01 –2.63 .19 7 12.54 5.13 CatchMarkTimber CTT 6.2 dd 8.69 +0.38 .135
8.57 1.47 BrookdaleSrLiving BKD ... 2.94 –0.51 ... 171.26 87.50 Caterpillar CAT 2.6 26 157.05 –11.54 1.03
29.28 5.90 Adient ADNT ... dd 21.22 –2.88 ... 4.64 0.64 AnteroResources AR ... dd 3.40 –0.59 ... 5.16 0.77 Babcock&Wilcox BW ... dd 2.37 –0.17 ... 45.61 21.57 BrookfieldMgt BAM 1.6 70 29.78 –4.13 .12
38.47 19.76 AdtalemGlbEduc ATGE ... 6 23.44 –3.49 ... 311.75 171.03 Anthem ANTM 1.4 14 272.80 –37.96 .95 82.90 41.50 BadgerMeter BMI 1.0 44 73.34 –2.82 .18 46.88 18.60 BrookfieldBusPtr BBU .9 dd 29.09 –3.10 .0625 19.73 6.07 Cato CATO .0 dd 6.12 –0.86 .33
171.43 71.33 AdvanceAuto AAP .7 23 147.28 –7.44 .25 3.80 0.79 AnworthMtg ANH 14.6 dd 1.64 –0.06 .05 25.99 9.12 BakerHughes BKR 4.9 dd 14.77 +0.48 .18 59.19 32.54 BrookfieldInfr BIPC 3.6 ... 54.47 –3.82 .485 57.50 13.00 CedarFairRec FUN .0 dd 26.01 –1.37 .935
72.51 22.13 AdvDrainageSys WMS .6 52 63.43 –2.83 .09 238.19 143.93 Aon AON 1.0 25 184.01 –23.30 .46 93.49 51.26 Ball BLL .7 81 89.00 –3.72 .15 50.74 23.22 BrookfieldInfr BIP 4.5 dd 42.90 –3.56 .485 3.42 0.53 CedarRealty CDR 4.2 dd .95 –0.07 .01
24.85 8.06 AdvanSix ASIX ... 17 15.22 –0.48 ... 55.68 24.53 ApartmtInv AIV 5.1 26 31.90 –1.95 7.38 19.12 6.44 BancCalifornia BANC 2.0 dd 12.00 –0.24 .06 69.71 40.34 BrookfieldRenew BEPC 2.6 ... 66.77 +2.24 .434 128.88 52.70 Celanese CE 2.2 24 113.51 –6.67 .62
4.70 1.80 Aegon AEG 2.2 6 2.70 –0.22 .071 15.77 4.30 APi Group APG ... ... 14.39 –0.93 ... 6.31 2.10 BancoBBVA BBAR ... 1 2.43 –0.26 ... 56.07 24.05 BrookfieldRenew BEP 3.2 dd 54.25 +1.07 .434 9.29 2.63 Celestica CLS ... dd 5.87 –1.10 ...
64.86 10.42 AerCap AER ... 3 24.83 –5.29 ... 18.95 4.12 ApolloComRlEst ARI 16.1 34 8.70 –0.48 .35 5.80 2.49 BancoBilbaoViz BBVA 8.0 dd 2.89 –0.03 .1744 48.69 30.70 Brown&Brown BRO .9 27 43.51 –3.21 .0925 4.49 1.86 CellcomIsrael CEL ... dd 3.80 –0.23 ...
57.27 32.15 AerojetRocket AJRD ... 21 32.42 –5.27 ... 55.39 19.46 ApolloGlbMgmt APO 6.3 dd 36.86 –4.29 .51 8.05 2.58 BancoBradesco BBDO 3.8 7 3.10 –0.46 .0031 75.16 41.03 Brown-Forman A BF.A 1.1 31 62.75 –4.14 .1743 9.79 5.54 CementosPacasm CPAC ... 61 7.60 –0.10 ...
88.95 44.37 AffiliatedMgrs AMG .1 33 75.37 –4.03 .01 10.02 9.90 ApolloStratGr APSG.UT ... ... 9.96 +0.01 ... 26.50 12.50 BancodeChile BCH 4.0 ... 15.75 –1.35 .5131 83.40 44.68 Brown-Forman B BF.B 1.0 35 69.71 –4.69 .1743 4.37 1.55 Cemex CX ... dd 4.15 –0.04 ...
107.62 61.13 AgilentTechs A .7 46 102.09 –4.08 .18 16.88 4.48 AppleHospREIT APLE .0 dd 9.90 –0.98 .10 22.85 7.73 Bladex BLX 7.8 7 12.79 –1.35 .25 73.99 25.22 Brunswick BC 1.7 15 63.71 +1.09 .27 10.52 1.41 CenovusEnergy CVE ... dd 3.28 –0.43 ...
89.23 31.00 AgnicoEagle AEM 1.8 30 79.29 +0.05 .35 70.62 30.66 AppliedIndlTechs AIT 2.1 cc 61.05 –0.87 .32 39.10 11.45 BancoMacro BMA ... 1 11.93 –1.12 ... 28.52 11.76 Buckle BKE 3.3 12 23.96 –0.98 .30 74.70 43.96 Centene CNC ... 16 59.10 –8.32 ...
80.51 45.23 AgreeRealty ADC 3.9 34 62.07 –3.35 .60 122.44 79.84 Aptargroup ATR 1.3 37 114.09 –4.26 .36 12.68 3.69 BancSanBrasil BSBR 10.1 12 5.54 –0.42 .0476 15.83 5.12 Buenaventura BVN .7 dd 12.27 –0.70 .027 29.28 11.58 CenterPointEner CNP 2.8 dd 21.13 –1.10 .15
49.96 8.41 AirLease AL 2.2 5 27.24 –4.86 .15 102.18 29.22 Aptiv APTV .0 14 96.49 –3.80 .22 25.57 11.43 BcoSantChile BSAC ... 10 13.88 –1.87 ... 5.68 1.01 Build-A-Bear BBW ... dd 4.13 +0.44 ... 10.29 2.96 CentraisElBras EBR ... 6 5.47 –0.56 ...
310.74 167.43 AirProducts APD 1.9 32 276.24 –17.76 1.34 47.22 9.65 Aramark ARMK 1.6 dd 27.74 –2.53 .11 8.01 2.52 BcoSantMex BSMX 8.6 5 3.66 –0.27 .1855 60.50 29.00 Bunge BG 3.5 17 56.73 +0.71 .50 30.56 12.40 CentralPacFin CPF 6.7 10 13.77 –1.35 .23
10.19 9.96 AjaxI AJAX.UT ... ... 10.08 +0.08 ... 15.77 3.54 ArborRealty ABR 10.2 21 11.82 –0.07 .31 4.32 1.78 BancoSantander SAN ... dd 2.01 –0.07 ... 12.57 ... BurfordCapital BUR ... 14 8.85 –0.91 ... 5.50 1.86 CentralPuerto CEPU 4.5 2 2.17 –0.16 .0988
132.96 70.99 AlamoGroup ALG .4 25 120.33 –4.67 .13 18.89 6.64 ArcelorMittal MT ... dd 13.60 –1.15 ... 56.10 16.27 BanColombia CIB 4.3 13 25.49 –1.19 .3086 250.89 105.67 BurlingtonStrs BURL ... dd 193.58 –14.43 ... 47.58 9.04 CenturyComm CCS ... 8 38.84 –5.17 ...
11.58 3.34 AlamosGold AGI ... 66 9.15 +0.75 ... 81.61 21.80 ArchResources ARCH .0 dd 30.55 –6.79 .50 32.97 17.21 BancorpSouth BXS 3.2 11 23.41 –1.18 .19 20.73 8.13 BylineBancorp BY .9 13 13.14 –0.87 .03 9.98 9.90 CerberusTele CTAC.UT ... ... 9.90 –0.03 ...
72.22 20.02 AlaskaAir ALK .0 dd 37.89 –3.68 .375 52.05 28.92 ArcherDaniels ADM 3.1 15 46.24 –5.63 .36 35.72 17.95 BankofAmerica BAC 3.0 12 23.70 –1.20 .18 92.78 38.40 CeridianHCM CDAY ... cc 86.22 –5.99 ...
10.42 2.09 Archrock AROC 9.8 dd 5.93 –0.06 .145 .44 34.80 2.89 ChampionX CHX ... dd 8.73 +0.22 ...
C
87.04 30.46 AlbanyIntl AIN 1.5 16 50.94 –3.51 .19 38.05 13.76 BankofButterfield NTB 6.7 9 26.46 –1.82
101.00 48.89 Albemarle ALB 1.7 23 93.21 –3.27 .385 24.72 5.80 Arconic ARNC ... 15 21.74 –2.15 ... 95.68 46.70 BankofHawaii BOH 4.4 14 60.64 –1.53 .67 22.32 4.39 ChannelAdvisor ECOM ... 29 16.20 –1.88 ...
16.50 12.91 Albertsons ACI 2.7 8 14.69 –0.14 .10 8.29 2.92 ArcosDorados ARCO .0 dd 4.02 –0.10 .03 79.93 38.31 BankofMontreal BMO 5.4 11 59.47 –4.52 .8027 3.83 1.28 CharahSolutions CHRA ... dd 2.82 –0.23 ...
23.47 5.16 Alcoa AA ... dd 12.92 –0.55 ... 51.49 28.14 Arcosa ACA .4 19 46.17 –1.96 .05 51.60 26.40 BankNY Mellon BK 3.6 8 34.36 –3.31 .31 288.59 156.15 CACI Intl CACI ... 15 208.53 –4.18 ... 250.29 95.58 CharlesRiverLabs CRL ... 38 227.70 –5.11 ...
65.37 39.37 Alcon ALC ... dd 56.84 –5.50 ... 37.41 7.19 ArcusBiosci RCUS ... dd 21.80 +1.66 ... 58.22 31.94 BkNovaScotia BNS 6.5 10 41.56 –1.97 .6846 31.68 10.13 CAI Intl CAI 3.8 dd 26.35 –3.56 .25 18.63 3.44 ChathamLodging CLDT .0 dd 7.35 –0.74 .11
23.77 8.32 Alexander&Baldwin ALEX .0 dd 12.85 +0.15 .19 21.54 9.20 Ardagh ARD 3.6 dd 16.48 +0.04 .15 37.60 13.47 BankUnited BKU 3.6 12 25.25 –1.69 .23 22.64 9.39 CBD Pao CBD 1.3 31 10.76 –1.06 .1052 4.34 1.64 CheetahMobile CMCM .0 dd 1.91 –0.06 1.42
353.55 223.03 Alexanders ALX 7.4 26 243.19 –2.47 4.50 9.41 2.61 ArdmoreShipping ASC .0 6 2.80 –0.19 .05 10.22 3.41 Barclays BCS ... ... 5.53 –0.30 ... 28.73 16.85 CBIZ CBZ ... 16 22.67 –1.33 ... 89.99 25.89 Chegg CHGG ... dd 73.44 –13.32 ...
177.70 109.22 AlexandriaRlEst ARE 2.8 35 151.52 –9.02 1.06 17.72 2.78 AresCommRealEst ACRE 14.2 23 9.31 –0.05 .33 10.59 4.67 BaringsBDC BBDC 8.5 dd 7.51 –0.55 .16 1.78 0.14 CBL Assoc CBL ... dd .15 –0.02 ... 528.29 330.01 Chemed CHE .3 30 478.32 –10.32 .34
16.85 9.53 AlgonquinPwr AQN 4.1 16 15.15 –0.57 .1551 45.44 20.20 AresMgmt ARES 3.8 85 42.30 –2.53 .40 5.10 1.11 Barnes&NobleEduc BNED ... dd 2.30 –0.10 ... 64.75 29.17 CBRE Group CBRE ... 16 50.40 +3.74 ... 23.92 7.02 Chemours CC 5.0 dd 20.14 –1.74 .25
319.32 169.95 Alibaba BABA ... 33 304.69 –5.23 ... 48.25 29.91 Argan AGX 2.4 dd 41.19 –0.97 .25 68.60 30.22 BarnesGroup B 1.7 22 36.70 –2.94 .16 11.50 9.14 CC Neuberger I PCPL.UT ... ... 10.40 –0.40 ... 16.34 2.76 CherryHillMtg CHMI 11.8 dd 9.16 +0.04 .27
847.95 426.87 Alleghany Y .0 dd 546.93 –49.96 15.00 70.44 25.00 ArgoGroup ARGO 3.5 dd 35.68 –2.02 .31 31.22 12.65 BarrickGold GOLD 1.2 11 26.73 –0.08 .08 11.29 9.78 CC NeubergerI A PCPL ... ... 10.00 –0.25 ... 101.29 69.47 ChesapeakeUtil CPK 1.8 26 97.21 +3.32 .44
24.17 4.95 AlleghenyTechs ATI ... dd 9.21 –0.44 ... 267.30 156.63 AristaNetworks ANET ... 22 208.90 –5.21 ... 31.97 11.15 BauschHealth BHC ... dd 16.50 –1.86 ... 1.96 1.20 CC NeubergerI Wt PCPL.WT ... ... 1.35 –0.18 ... 122.94 51.60 Chevron CVX 7.4 dd 69.50 –3.07 1.29
139.24 77.37 Allegion ALLE 1.3 30 98.50 –4.38 .32 6.77 1.40 ArlingtonAsset AAIC .0 dd 2.46 –0.27 .225 95.19 69.10 BaxterIntl BAX 1.3 44 77.57 –3.52 .245 10.50 10.00 CCNeubergerII PRPB.UT ... ... 10.01 –0.17 ... 74.84 20.62 Chewy CHWY ... dd 61.60 –2.03 ...
86.91 48.22 Allete ALE 4.8 16 51.58 –4.37 .6175 7.30 1.20 ArloTech ARLO ... dd 4.46 –0.71 ... 1.62 0.19 BaytexEnergy BTE ... dd .30 –0.06 ... 10.32 9.73 CCNeubergerII PRPB ... ... 9.83 –0.05 ... 5.14 0.91 Chico'sFas CHS .0 dd 1.07 –0.13 .09
115.62 20.51 AllianceData ADS 1.6 9 51.54 +2.93 .21 19.43 6.40 ArmadaHoffler AHH 4.9 19 9.01 +0.05 .11 17.23 4.39 BeazerHomes BZH ... 12 12.18 –1.57 ... 3.08 1.06 CCNeubergerIIWt PRPB.WT ... ... 1.16 –0.12 ... 22.99 6.42 ChimeraInvt CIM 14.4 dd 8.35 –0.47 .30
36.06 13.24 AllianceBernstein AB 9.6 11 29.06 –2.49 .69 21.15 4.95 ArmourRes ARR 12.6 dd 9.54 –0.40 .10 286.72 197.75 BectonDicknsn BDX 1.4 83 231.13 –9.15 .79 48.88 19.73 CF Industries CF 4.3 16 27.61 +0.03 .30 11.99 5.76 ChinaDistanceEd DL .0 15 8.62 –0.28 .56
49.73 26.15 AllisonTransm ALSN 1.9 12 36.15 –2.52 .17 6.75 1.12 ArmstrongFlooring AFI ... dd 2.96 –0.78 ... 56.94 25.54 Belden BDC .6 dd 30.88 –3.76 .05 87.13 46.32 CGI GIB ... 19 62.17 –4.32 ... 28.50 15.80 ChinaEastrnAir CEA ... dd 19.65 –2.21 ...
125.92 64.13 Allstate ALL 2.4 7 88.75 –2.50 .54 111.46 57.96 ArmstrongWorld AWI 1.4 dd 59.90 –6.60 .21 24.03 13.56 BellRingBrands BRBR ... 18 18.29 –2.68 ... 48.96 12.02 CIT Group CIT 4.8 dd 29.45 –1.85 .35 4.29 1.77 ChinaGreenAg CGA ... dd 2.67 –0.24 ...
33.34 10.22 AllyFinancial ALLY 2.8 13 26.68 –2.40 .19 85.80 39.25 ArrowElec ARW ... 16 77.89 –5.60 ... 37.36 14.06 BenchmarkElec BHE 3.1 dd 20.83 –0.62 .16 10.54 9.14 CITICCapAcqn CCAC.UT ... ... 10.26 –0.12 ... 14.70 8.27 ChinaLifeIns LFC 4.1 9 10.94 –1.45 .5158
19.84 7.74 AlpineIncmProp PINE 6.3 81 13.95 –1.51 .22 46.64 17.69 ArtisanPtrsAsset APAM 7.0 14 40.06 –3.19 .83 79.92 43.05 Berkley WRB .8 34 60.12 –5.60 .12 10.58 9.51 CITICCapAcqnA CCAC ... ... 9.80 +0.02 ... 44.93 30.12 ChinaMobile CHL 6.1 8 30.73 –2.14 .9871
10.80 3.59 AltaEquipment ALTG ... dd 7.62 –0.71 ... 29.96 21.40 Asana ASAN ... ... 22.11 –1.40 ... 347400 239440 BerkHathwy A BRK.A ... 22 302500 –16844 ... 1.40 0.30 CITICCapAcqnWt CCAC.WT ... ... 1.06 –0.20 ... 37.19 5.48 ChinaOnlineEduc COE ... 49 24.53 –0.45 ...
2.10 0.45 AltaEquipWt ALTG.WT ... ... 1.54 –0.15 ... 125.00 39.36 AsburyAutomotive ABG ... 10 102.98 –15.96 ... 231.61 159.50 BerkHathwy B BRK.B ... 22 201.90 –10.81 ... 69.17 46.03 CMS Energy CMS 2.6 24 63.33 –2.52 .4075 62.22 38.18 ChinaPetrol SNP 6.1 9 39.33 –1.67 1.0232
185.75 75.17 Alteryx AYX ... dd 125.35 –13.47 ... 10.75 10.00 AscendantDigital ACND.UT ... ... 10.12 –0.26 ... 33.72 8.55 BerkshireHills BHLB 3.7 dd 13.03 +1.06 .12 51.30 25.18 CNA Fin CNA 5.0 17 29.79 –0.94 .37 35.60 18.45 ChinaSoAirlines ZNH ... dd 26.82 –2.26 ...
31.78 15.96 AlticeUSA ATUS ... 88 26.95 –0.69 ... 10.40 9.57 AscendantDigA ACND ... ... 9.78 +0.03 ... 54.98 25.00 BerryGlobal BERY ... 11 46.63 –3.81 ... 11.64 5.06 CNH Indl CNHI ... 10 7.77 –0.83 ... 43.37 26.66 ChinaTelecom CHA 4.6 9 31.40 –1.37 1.6127
9.91 9.86 AltimarAcqn ATAC.UT ... ... 9.89 +0.01 ... 1.73 0.93 AscendantDigWt ACND.WT ... ... 1.04 –0.08 ... 123.67 48.11 BestBuy BBY 2.0 18 111.55 –6.66 .55 20.93 8.79 CNO Financial CNO 2.7 7 17.75 –1.41 .12 10.04 5.08 ChinaUnicom CHU 3.0 11 6.19 –0.91 .2088
51.78 30.95 Altria MO 9.5 dd 36.08 –3.00 .86 30.80 1.27 AshfordHosp AHT .0 dd 1.29 –0.47 .60 57.24 10.13 BigLots BIG 2.5 3 47.60 –2.20 .30 181.13 81.11 CNOOC CEO 8.1 7 92.12 –5.74 2.5806 20.49 7.77 ChinaYuchai CYD 4.9 9 17.43 –0.67 .85
9.07 4.60 AlumofChina ACH ... 52 5.45 –0.36 ... 81.82 38.88 AshlandGlobal ASH 1.6 dd 69.77 –5.72 .275 674.99 250.50 BiglariA BH.A ... dd 437.05 –33.95 ... 14.19 4.26 CNX Resources CNX ... dd 9.70 –1.70 ... 1384.46 415.00 Chipotle CMG ... cc 1201.48 –137.60 ...
10.74 9.51 AlussaEnergy ALUS.UT ... ... 10.12 –0.23 ... 14.63 4.09 AspenAerogels ASPN ... dd 11.30 –1.34 ... 124.99 37.85 BiglariB BH ... dd 83.77 –12.28 ... 13.25 2.80 CONSOL Coal CCR .0 10 2.86 –0.50 .5125 109.26 46.25 ChoiceHotels CHH .0 29 87.35 –4.89 .225
10.29 9.25 AlussaEnergyA ALUS ... cc 9.85 –0.06 ... 10.03 9.85 AspirationalCns ASPL.UT ... ... 9.85 –0.08 ... 120.77 23.61 Bill.com BILL ... dd 100.00 –9.20 ... 15.15 3.35 CONSOL Energy CEIX ... 40 3.79 –0.89 ... 167.74 87.35 Chubb CB 2.4 26 129.91 +0.89 .78
0.94 0.47 AlussaEnergyWt ALUS.WT ... ... .54 –0.17 ... 34.02 13.94 AssetMarkFin AMK ... dd 21.15 –2.50 ... 80.00 26.56 BiohavenPharm BHVN ... dd 77.46 –1.52 ... 40.88 17.73 CRH CRH 2.6 17 35.15 –2.17 .215 39.47 34.46 ChunghwaTel CHT 2.9 27 37.78 +0.27 1.4187
22.90 8.74 AmbacFin AMBC ... dd 12.28 –1.29 ... 22.60 10.23 AssociatedBanc ASB 5.3 7 13.69 –0.61 .18 598.06 309.38 Bio-RadLab A BIO ... 9 586.42 +4.71 ... 31.39 17.92 CTS CTS .6 30 27.64 +0.50 .04 98.96 47.98 Church&Dwight CHD 1.1 29 88.39 –3.52 .24

The Week’s Statistics Monthly Tables: M26

Barron's 50-Stock Average ............. 31 Dividend Ex-Payment Dates ........... 35 Gold Mining Index ......................... 34 N.Y. Stock Exchange ...................... 12 Stock Splits - Special Dividends ...... 35
Cash Track ..................................... 23 DJ Averages ................................... 30 Indexes P/Es & Yields ...................... 31 Nasdaq National Market................ 16 Stock Volume ................................ 31
Charting the Market ...................... 8 DJ U.S. Total Market Industry Groups 32 Initial Public Offerings.................... 32 New Corporate Listings ................. 35 Top Savings Deposit Yields............. 29
Closed-End Funds.......................... 28 Dow Jones Averages ...................... 30 Investor Sentiment Readings ......... 34 New Highs & Lows ......................... 33 Trading Diary ................................. 30
Coming Earnings ........................... 32 Dow Jones Per Share Values ........... 31 Key Foreign Market Indexes ........... 22 NYSE Half-Hourly Volume .............. 32 Vital Signs...................................... 2
Week In Stocks............................... 31
Conference Call Calendar............... 33 Exchange Traded Portfolios ........... 19 Market Lab .................................... 30 Other Market Indexes .................... 30
Weekly Bond Statistics................... 34
Dates To Watch ............................. 24 Federal Reserve Data Bank ............. 34 Money Rates, U.S. & Foreign .......... 34 Pulse of the Economy..................... 32
Winners & Losers Stocks ................ 9
Delta Tactical Sentiment ................ 31 Foreign Exchange .......................... 34 Money Supply ............................... 34 SEC Form 144 Filings ...................... 31
Distributions & Offerings ............... 31 Global Stock Markets..................... 22 Mutual Fund Indicators ................. 27 Short Interest NASDAQ.................. 25 For statistical queries please contact the
Statistics Team: 609-520-4799
Dividend Boosts - Reductions......... 35 Gold & Silver Prices......................... 34 Mutual Funds ................................ 23 Short Interest NYSE/NYSE Amer ..... 25 or email: barronsstats@barrons.com
November 2, 2020 BARRON’S M13

New York Stock Exchange Composite List

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. FIVE-DAY DOW COMPOSITE
13.56 9.82 ChurchillCapII CCX.UT ... ... 10.35 ... ... 135.67 71.21 DTE Energy DTE 3.5 17 123.42 –1.73 1.085 29.22 10.27 EnterpriseProd EPD 10.7 8 16.57 –1.06 .445
11.99 9.25 ChurchillCapIIA CCX ... cc 9.97 –0.03 ... 38.37 7.90 DXC Tech DXC .0 dd 18.42 –1.42 .21 3.02 1.10 Entravision EVC 5.5 dd 1.83 –0.16 .025
3.39 0.60 ChurchillCapCorp.IIWt CCX.WT ... ... 1.27 –0.03 ... 19.21 4.22 Dana DAN .0 dd 13.99 –1.85 .10 92.51 45.53 Envestnet ENV ... dd 76.74 –7.38 ... Down in a Hole: The Dow fell 4.6% last week, its largest decline since
10.25 9.60 ChurchillCapIV CCIV ... ... 9.63 ... ... 240.51 119.60 Danaher DHR .3 53 229.54 –3.12 .18 33.30 10.08 Envista NVST ... cc 26.42 –1.22 ...
10.25 8.90 ChurchillCapIV CCIV.UT ... ... 9.82 –0.08 ... 12.58 2.50 Danaos DAC ... 1 8.21 –1.15 ... 44.00 20.63 EnvivaPartners EVA 6.5 92 42.85 +1.76 .765 March, on fears of the election and Covid-19. Boeing, down 14%, was
2.40 1.00 ChurchillCapIVWt CCIV.WT ... ... 1.05 –0.13 ... 243.64 35.73 DaqoNewEnergy DQ ... 44 182.61 –15.48 ... 4.85 1.56 EnzoBiochem ENZ ... dd 1.82 –0.28 ...
61.52
224.64
30.58
118.50
Ciena
Cigna
CIEN
CI
...
.0
16
12
39.39
166.97
–1.85
–17.52
...
.04
124.01
48.35
26.15
10.25
Darden
DarlingIngred
DRI
DAR
2.6
...
dd
17
91.92
43.00
–7.61
–2.03
.30
...
181.76
21.04
103.01
8.41
Equifax
Equinor
EFX
EQNR
1.1
4.4
38
dd
136.60
12.83
–16.35
–1.34
.39
.09
the benchmark’s worst performer, while Verizon, off 1.7%, was its best.
55.29 12.15 CimarexEnergy XEC 3.5 dd 25.37 –2.67 .22 32.36 26.00 Datto MSP ... ... 28.50 –0.50 ... 27.30 9.89 Equitable EQH 3.2 dd 21.49 +0.90 .17 Monday Tuesday Wednesday Thursday Friday
16.05 4.05 CincinnatiBell CBB ... dd 15.05 –0.09 ... 92.67 58.78 DaVita DVA ... 14 86.25 –4.80 ... 14.65 3.75 EquitransMdstm ETRN 8.3 dd 7.26 –1.09 .15
37.83 5.71 Cinemark CNK .0 dd 8.19 –1.17 .36 267.10 78.70 DeckersOutdoor DECK ... 25 253.37 –1.84 ... 35.08 25.80 EquityCommnwlth EQC .0 7 26.42 –0.28 3.50 28400
19.83 9.40 CinerRscs CINR .0 8 11.02 –0.89 .34 243.40 106.14 Deere DE 1.3 26 225.91 –13.62 .76 10.82 10.00 EquityDistribution EQD.UT ... ... 10.05 –0.14 ...
46.79 8.00 CircorIntl CIR ... dd 27.90 –2.00 ... 34.91 5.51 DelekLogistics DKL 13.5 8 26.52 –0.78 .905 77.55 41.97 EquityLife ELS 2.3 49 59.19 –3.08 .3425 (Prev Fri's
83.11 32.00 Citigroup C 4.9 8 41.42 –2.53 .51 40.90 7.79 DelekUS DK 12.2 dd 10.06 –0.85 .31 89.20 45.43 EquityResdntl EQR 5.1 19 46.98 –4.33 .6025 Close)
41.29 14.12 CitizensFin CFG 5.7 12 27.25 –1.88 .39 71.45 25.51 DellTechC DELL ... 22 60.26 –7.92 ... 1.89 0.74 EquusTotReturn EQS ... dd 1.17 –0.02 ...
7.28 3.55 Citizens CIA ... cc 5.77 –0.09 ... 62.48 17.51 DeltaAir DAL .0 dd 30.64 –3.36 .4025 4.91 1.10 ErosSTX ESGC ... dd 1.92 –0.43 ... 27775
14.16 6.12 CityOfficeREIT CIO 9.5 dd 6.32 –0.69 .15 52.69 18.90 Deluxe DLX 5.6 dd 21.44 –4.22 .30 55.84 17.52 EssentGroup ESNT 1.6 9 39.85 –3.68 .16
1.54 0.34 Civeo CVEO ... dd .72 +0.08 ... 21.00 15.43 Denbury DEN ... ... 16.59 –0.36 ... 29.34 6.08 EssentialProp EPRT 5.6 27 16.52 –2.04 .23
33.55 15.00 Clarivate CCC ... dd 27.75 –1.53 ... 19.08 2.60 DesignerBrands DBI 9.2 dd 4.33 –0.99 .10 54.52 30.40 EssentialUtil WTRG 2.4 36 41.20 –3.30 .2507
88.40 29.45 CleanHarbors CLH ... 29 52.97 –5.97 ... 15.44 4.44 Despegar.com DESP ... dd 6.80 –0.53 ... 70.71 41.66 EssentialUtilUn WTRU 5.5 ... 54.48 –3.32 .75
3.10 0.36 ClearChannelOutdr CCO ... dd .89 –0.11 ... 11.16 4.99 DeutscheBank DB ... dd 9.25 –0.40 ... 329.87 175.81 EssexProp ESS 4.1 ... 204.59 +1.36 2.0775 27150
42.45 11.88 ClearwaterPaper CLW ... 26 37.15 –2.53 ... 26.98 4.70 DevonEnergy DVN 4.9 dd 8.93 –0.43 .11 235.84 137.01 EsteeLauder EL .9 cc 219.66 –15.57 .48
28.48 15.29 ClearwayEnergyA CWEN.A 3.6 58 26.21 –1.72 .3125 171.29 100.52 Diageo DEO 2.7 44 130.18 –8.30 2.1926 20.76 8.38 EthanAllen ETH 5.2 53 16.05 –1.12 .21
31.00 16.12 ClearwayEnergyC CWEN 3.3 62 28.16 –1.77 .3125 17.50 5.31 DiamondSShip DSSI ... 3 5.66 –0.40 ... 13.21 7.21 Euronav EURN 22.1 3 7.36 –0.64 .47
9.04 2.63 Cleveland-Cliffs CLF .0 dd 8.28 –0.39 .06 11.79 1.96 DiamndrckHspty DRH .0 27 4.94 –0.37 .125 22.90 5.71 Eventbrite EB ... dd 9.23 –1.29 ...
10.14 9.95 ClimateChgI CLII.UT ... ... 9.98 –0.03 ... 3.97 1.25 DianaShipping DSX ... dd 1.36 –0.03 ... 84.74 33.25 EvercoreA EVR 3.1 14 79.54 –4.62 .61 26525
11.95 4.32 ClipperRealty CLPR 6.8 dd 5.62 –0.37 .095 63.29 13.46 Dick's DKS 2.2 20 56.65 –2.93 .3125 294.31 157.32 EverestRe RE 3.1 15 197.08 –16.94 1.55
239.87 144.31 Clorox CLX 2.1 28 207.25 –3.89 1.11 13.05 2.80 DieboldNixdorf DBD ... dd 6.23 –1.54 ... 76.57 42.01 Evergy EVRG 3.7 20 55.20 –1.17 .505
14.20 4.76 Cloudera CLDR ... dd 9.72 –0.64 ... 11.85 6.65 DigitalMedia DMS ... dd 7.26 –0.32 ... 14.88 1.55 Everi EVRI ... dd 8.61 –0.99 ... -650.19 -222.19 -943.24 +139.16 -157.51
61.86 15.05 Cloudflare NET ... dd 51.97 –3.85 ... 1.64 0.16 DigitalMediaWt DMS.WT ... ... .83 –0.15 ... 99.42 60.69 EversourceEner ES 2.6 25 87.27 –4.70 .5675 25900
5.23 3.06 CN Finance CNF ... 8 3.20 –0.05 ... 165.49 105.00 DigitalRealty DLR 3.1 51 144.30 –8.30 1.12 37.14 18.21 Evertec EVTC .6 28 33.28 –2.86 .05
60.13 36.27 Coca-Cola KO 3.4 25 48.06 –2.46 .41 84.47 21.50 Dillard's DDS 1.3 dd 44.73 –3.71 .15 14.50 3.50 EvolentHealth EVH ... dd 9.94 –1.06 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
57.11 28.35 Coca-Cola Euro CCEP 5.6 21 35.71 –3.32 1.00 104.47 14.16 DineBrands DIN .0 dd 51.45 –6.28 .76 25.23 7.09 EvoquaWater AQUA ... 33 22.93 –0.72 ...
65.49 36.16 Coca-Cola Femsa KOF 5.5 cc 37.89 –3.86 .9995 87.43 23.25 DiscoverFinSvcs DFS 2.7 20 65.01 –2.99 .44 12.51 0.95 ExantasCap XAN .0 dd 1.88 –0.14 .275
9.25 1.98 CoeurMining CDE ... dd 7.07 –0.74 ... 153.41 79.07 Disney DIS .0 dd 121.25 –7.10 .88 25.45 24.50 ExecutiveNtwk ENPC.UT ... ... 24.55 –0.38 ...
78.23 33.52 Cohen&Steers CNS 2.8 23 56.31 –1.44 .39 15.99 9.19 dMY Tech DMYT.UT ... ... 12.22 –1.72 ... 6.24 0.58 Express EXPR ... dd .61 –0.16 ... 52-Week Tick Div 52-Week Tick Div
10.26 9.90 CohnRobbins CRHC.UT ... ... 9.98 –0.01 ... 14.38 9.51 dMY TechA DMYT ... ... 11.14 –1.06 ... 14.89 3.24 Exterran EXTN ... dd 4.23 –0.17 ...
... ... CohnRobbinsA CRHC ... ... 9.75 ... ... 3.95 0.60 dMY TechWt DMYT.WT ... ... 2.21 –0.34 ... 120.29 72.70 ExtraSpaceSt EXR 3.1 35 115.95 –2.71 .90 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
... ... CohnRobbinsWt CRHC.WT ... ... .90 ... ... 10.95 9.96 dMY Tech II DMYD.UT ... ... 10.50 +0.07 ... 73.12 30.11 ExxonMobil XOM 10.7 19 32.62 –1.54 .87 22.00 5.00 fuboTV FUBO ... dd 13.49 ... ... 21.85 8.55 GrayTelevision A GTN.A ... 7 12.10 +0.30 ...
39.30 12.23 Colfax CFX ... dd 27.19 –4.77 ... 10.60 9.80 dMYTechA DMYD ... ... 10.05 +0.02 ... 52.40 23.68 FullerHB FUL 1.4 21 45.25 –4.32 .1625 15.90 3.96 GreatAjax AJX 8.9 8 7.68 –0.48 .17
1.68
166.81
81.09
61.50
58.49
ColfaxUn
ColgatePalm
CFXA
CL
4.9
2.2
...
26
118.17
78.89
–15.37
–0.45
1.4375
.44 75.15
1.03
44.68
dMYTechII Wt
DolbyLab
DMYD.WT
DLB
...
1.2
...
31
1.50
75.08
+0.28
+3.36
...
.22 F 9.94
10.50
9.68
9.96
FusionAcqnA
FusionAcqnUn
FUSE
FUSE.UT
...
...
...
...
9.79
10.16
–0.05 ...
–0.13 ...
36.38
64.97
10.86
14.20
GreatWesternBncp
GreenDot
GWB
GDOT
.3
...
dd
55
12.99
53.32
–2.18
–6.46
.01
...
10.00 9.85 ColonnadeAcqn CLA.UT ... ... 9.88 –0.03 ... 224.82 125.00 DollarGeneral DG .7 23 208.71 –6.73 .36 1.23 0.45 FusionAcqnWt FUSE.WT ... ... .80 –0.10 ... 34.77 12.89 Greenbrier GBX 4.0 18 26.98 –3.03 .27
9.70 9.54 ColonnadeAcqnA CLA ... ... 9.60 –0.05 ... 90.89 57.79 DominionEner D 4.7 cc 80.34 –0.80 .94 10.09 9.90 FastAcqn FST.UT ... ... 9.97 –0.03 ... 14.87 8.75 FutureFuel FF 2.0 5 11.89 –0.60 .06 23.08 7.28 Greenhill GHL 1.5 26 12.93 –1.40 .05
0.60 0.50 ColonnadeWt CLA.WT ... ... .55 –0.05 ... 113.82 75.93 DominionEnerUn DCUE 7.0 ... 103.86 –0.62 1.8125 9.75 9.59 FastAcqnA FST ... ... 9.62 –0.01 ... 15.17 9.79 GreenTree GHG ... 35 13.26 –0.35 ...
5.67 1.33 ColonyCapital CLNY .0 dd 3.56 +0.30 .11 435.58 265.01 Domino's DPZ .8 32 378.32 –15.78 .78 0.99 0.70 FastAcqnWt FST.WT ... ... .80 –0.05 ...
14.58
22.71
2.46
7.63
ColonyCredRlEst
ColumbiaProperty
CLNC
CXP
.0
7.9
dd
dd
5.24
10.58
+0.23
–0.53
.10
.21
40.05
58.32
18.40
31.08
Domtar
Donaldson
UFS
DCI
.0
1.8
cc
24
23.88
47.50
–3.16
–4.29
.455
.21
40.33
61.28
14.38
29.01
FB Financial
FBL Financial
FBK
FFG
1.2
4.0
14
15
29.50
49.69
–1.00
–1.15
.09
.50
G 50.37
56.50
23.65
30.89
Greif A
Greif B
GEF
GEF.B
4.3
6.1
19
13
40.59
43.25
–2.96
–3.42
.44
.66
27.53 9.15 Griffon GFF 1.4 19 21.44 –1.55 .075
73.43 24.28 Comerica CMA 6.0 12 45.51 –0.88 .68 14.87 4.04 DonnelleyFin DFIN ... 18 12.63 –1.21 ... 10.07 9.96 FG NewAmerica FGNA.UT ... ... 10.00 –0.03 ... 19.78 9.03 GAMCO Investors GBL .7 5 12.30 –0.33 .02 136.35 26.26 Group1Auto GPI .0 8 106.08 –16.19 .30
58.14 27.54 ComfortSystems FIX 1.0 12 45.80 –9.31 .11 16.68 6.08 DorianLPG LPG ... 4 8.20 –0.58 ... 113.73 56.77 FMC FMC 1.7 28 102.74 –5.04 .44 86.01 50.69 GATX GATX 2.8 13 68.28 –1.37 .48 85.53 29.35 Grubhub GRUB ... dd 73.96 –5.39 ...
24.04 10.76 CommercialMetals CMC 2.3 9 20.65 –0.68 .12 56.89 24.12 DouglasDynamics PLOW 3.3 dd 34.11 –1.99 .28 12.93 5.05 FNB FNB 6.3 8 7.56 –0.29 .12 27.62 14.24 GCPAppliedTechs GCP ... 72 21.81 –1.40 ... 135.31 44.28 GpoAeroportuar PAC ... 21 83.18 –12.36 ...
72.63 47.01 CommBkSys CBU 2.9 19 57.99 –0.93 .42 45.59 22.88 DouglasEmmett DEI 4.7 13 23.60 –1.60 .28 25.52 7.60 FS KKR Cap FSK 16.4 dd 14.60 –1.07 .60 18.42 8.00 GEO Group GEO 15.3 7 8.86 –0.14 .34 210.38 82.08 GpoAeroportSur ASR ... 24 115.35 –8.24 ...
7.47 2.25 CommunityHlthSys CYH ... dd 6.24 +1.32 ... 120.26 62.95 Dover DOV 1.8 24 110.71 –5.56 .495 144.10 94.87 FTI Consulting FCN ... 19 98.46 –10.11 ... 23.27 11.92 GFLEnvironmental GFL .2 dd 19.14 –3.26 .01 8.92 3.32 GpoAvalAcc AVAL 6.9 7 4.54 –0.17 .0259
52.33 20.12 CommunityHlthcr CHCT 3.6 79 46.30 –2.77 .4225 2.00 1.06 DoverMotorsports DVD 6.6 dd 1.52 +0.09 .07 76.85 44.00 Fabrinet FN ... 20 60.02 –3.71 ... 58.43 37.37 GFL Env Un GFLU 6.0 ... 49.64 –6.60 .75 4.24 1.28 GpoSupervielle SUPV 1.7 3 1.71 +0.01 .0409
15.40 5.54 SABESP SBS 2.7 10 7.38 –0.70 .2518 56.25 21.95 Dow DOW 6.2 dd 45.49 –3.04 .70 363.64 195.22 FactSet FDS 1.0 32 306.50 –21.98 .77 32.42 10.39 GMS GMS ... 38 22.60 –2.29 ... 12.61 4.65 GrupoTelevisa TV ... dd 6.36 –1.20 ...
8.80 1.20 EngGr-Cmg C CIG.C 5.0 15 2.08 –0.10 .0451 73.50 33.33 DrReddy'sLab RDY .4 42 64.81 –2.48 .3304 452.74 177.65 FairIsaac FICO ... 51 391.45 –44.15 ... 12.65 9.64 GoAcqnA GOAC ... ... 9.65 –0.04 ... 17.25 8.07 GuangshenRail GSH 4.4 dd 8.25 –0.61 .423
3.46 1.18 EngGr-Cmg CIG 5.7 13 1.83 –0.16 .0451 13.12 10.00 DragoneerGrowth DGNR.UT ... ... 11.70 –0.21 ... 35.60 8.10 FangHoldings SFUN ... dd 9.94 –0.43 ... 10.15 9.91 GOAcquisitionUn GOAC.UT ... ... 9.93 –0.05 ... 23.58 3.64 Guess GES 3.8 dd 11.78 –2.19 .1125
18.15 8.28 COPEL ELP 3.1 4 10.80 –0.98 .4881 13.59 10.90 DragoneerGrwA DGNR ... ... 11.27 –0.12 ... 31.88 5.99 Farfetch FTCH ... dd 28.13 –1.85 ... 1.40 0.75 GoAcqnWt GOAC.WT ... ... .79 –0.09 ... 124.16 71.64 Guidewire GWRE ... dd 96.11 –5.63 ...
3.88 1.02 CiaSiderurgica SID ... dd 3.57 –0.24 ... 4.50 2.11 DragoneerGrwWt DGNR.WT ... ... 2.48 –0.55 ... 7.50 5.05 FarmlandPtrs FPI 3.1 dd 6.44 –0.33 .05 18.73 1.85 GOL Linhas GOL ... dd 5.47 –1.59 ... 15.66 13.56 GuildHldgs GHLD ... ... 14.75 –0.15 ...
20.22 10.72 CerveceriasUnid CCU 3.9 16 10.76 –1.58 .2731 48.39 22.25 Dril-Quip DRQ ... dd 25.90 +0.18 ... 136.50 10.63 Fastly FSLY ... dd 63.51 –12.84 ... 15.24 5.20 GP Strategies GPX ... 17 9.65 –0.71 ...
26.37 10.78 CompassDiversif CODI 8.3 dd 17.29 –0.93 .36 4.45 0.86 DriveShack DS ... dd 1.47 –0.16 ... 88.46 40.05 FedAgriMtg C AGM 5.0 8 64.59 –4.59 .80 1.23
66.14
8.50
34.39
4.05
CompassMnlInt
ComstockRscs
CMP
CRK
4.8
...
22
77
60.38
5.31
–1.10
–0.71
.72
...
57.84
103.79
16.27
62.13
Ducommun
DukeEnergy
DCO
DUK
...
4.2
13
33
32.90
92.11
–1.78
–0.67
...
.965
136.06
34.87
64.11
23.32
FederalRealty
FederalSignal
FRT
FSS
6.2
1.1
19
18
68.78
28.68
–7.94
–2.98
1.06
.08
2.72
11.49 10.21
GS Acqn II Wt
GS Acqn II
GSAH.WT
GSAH.UT
...
...
...
...
1.30
10.30
–0.47
–0.37
...
... H
11.07 9.85 GS Acqn II A GSAH ... ... 9.95 –0.20 ...
39.34 22.83 ConagraBrands CAG 3.1 17 35.09 –2.91 .275 40.84 25.19 DukeRealty DRE 2.7 65 37.99 –0.96 .255 38.26 13.06 FederatedHermes FHI 4.5 8 23.90 –1.02 .27 141.78 14.21 GSXTechedu GSX ... cc 66.42 –0.74 ... 151.97 58.38 HCA Healthcare HCA .0 13 123.94 –12.65 .43
93.34 33.13 ConchoRscs CXO 1.9 dd 41.51 –5.46 .20 28.64 23.59 Dun&Bradstreet DNB ... dd 25.84 –0.94 ... 293.30 88.69 FedEx FDX 1.0 17 259.47 –24.09 .65 15.77 3.38 GTT Comm GTT ... dd 3.69 –1.30 ... 62.93 31.61 HCI Group HCI 3.4 17 46.98 –3.52 .40
2.92 1.13 ConcordMed CCM ... dd 1.85 –0.02 ... 73.49 28.33 DuPont DD 2.1 dd 56.88 –2.94 .30 199.97 127.73 Ferrari RACE .7 59 178.42 –11.55 1.2351 10.83 9.60 GalileoAcquisition GLEO.UT ... ... 10.40 –0.25 ... 4.32 1.29 HC2 Holdings HCHC ... dd 2.15 –0.15 ...
116.81 37.66 Conmed CNMD 1.0 dd 77.97 –6.50 .20 70.27 12.24 DycomInds DY ... cc 64.94 –3.35 ... 15.20 7.52 Ferro FOE ... dd 12.86 –1.01 ... 10.34 9.20 GalileoAcqn GLEO ... cc 9.86 +0.06 ... 65.38 29.50 HDFC Bank HDB ... 26 57.44 –2.92 ...
67.13 20.84 ConocoPhillips COP 6.0 dd 28.62 –3.92 .43 3.97 0.98 DynagasLNG DLNG ... 5 2.17 –0.22 ... 16.25 6.00 FiatChrysler FCAU ... dd 12.29 –0.89 ... 0.84 0.15 GalileoAcqnWt GLEO.WT ... ... .53 +0.01 ... 2.70 0.35 HEXO HEXO ... dd .61 –0.16 ...
95.10 62.03 ConEd ED 3.9 20 78.49 –3.11 .765 48.85 17.10 Dynatrace DT ... cc 35.31 –8.01 ... 49.28 19.00 FidNatlFin FNF 4.6 10 31.29 –1.65 .36 110.56 65.09 Gallagher AJG 1.7 28 103.71 –4.21 .45 9.98 9.86 HIG Acqn HIGA.UT ... ... 9.92 –0.03 ...
208.55 104.28 ConstBrands A STZ 1.8 33 165.23 –14.23 .75 20.34 7.04 DynexCapital DX 9.5 2 16.38 +0.36 .13 158.21 91.68 FidNatlInfo FIS 1.1 dd 124.59 –19.81 .35 15.87 2.57 GameStop GME ... dd 10.47 –4.53 ... 42.90 16.61 HNI HNI 3.7 21 32.55 –3.85 .305
206.90 107.51 ConstBrands B STZ.B 1.6 38 170.00 –8.62 .68 3.07 1.22 FinVolution FINV 4.9 2 2.03 –0.16 .12 9.05 0.63 Gannett GCI .0 dd 1.15 –0.32 .38 23.93 12.54 HP HPQ 3.9 10 17.96 –1.16 .1762
15.10
11.88
3.90
1.80
Constellium
ContainerStore
CSTM
TCS
...
...
dd
25
8.81
9.52
–1.19
–0.32
...
... E 66.78
11.01
29.36
3.50
FirstAmerFin
FirstBanCorp
FAF
FBP
3.9
3.1 14
8 44.59
6.49
–3.82
–0.17
.44
.05
21.65
165.27
5.26
76.91
Gap
Gartner
GPS
IT
.0
...
dd
45
19.45
120.10
–1.97
–8.03
.2425
...
10.01
10.62
9.57
9.81
HPX A
HPX Un
HPX
HPX.UT
...
...
...
...
9.70
10.06
–0.01
+0.13
...
...
36.20 6.90 ContinentalRscs CLR .0 dd 12.03 –1.85 .05 14.93 6.77 FirstCmwlthFin FCF 5.1 11 8.62 –0.51 .11 14.66 2.36 GasLog GLOG 8.4 dd 2.38 –0.51 .05 1.00 0.68 HPX Wt HPX.WT ... ... .75 –0.03 ...
13.45 2.94 Volaris VLRS ... dd 7.88 –1.20 ... 22.14 7.58 elfBeauty ELF ... 66 20.27 –1.35 ... 17.42 6.27 FirstHorizonNatl FHN 5.8 7 10.41 –0.67 .15 20.28 1.51 GasLogPartners GLOP 42.4 dd 3.21 –0.35 .125 39.37 17.95 HSBC HSBC ... dd 20.98 +0.10 ...
24.25 1.93 ConturaEnergy CTRA ... dd 6.45 –1.93 ... 93.16 41.85 EMCOR EME .5 24 68.19 –2.48 .08 46.12 25.89 FirstIndRlty FR 2.5 20 39.81 –2.21 .25 14.30 5.42 GatesIndustrial GTES ... 47 11.10 –0.83 ... 30.62 11.78 HUYA HUYA ... 55 22.40 +0.72 ...
365.68 236.68 Cooper COO .0 57 319.05 –37.40 .03 32.19 12.10 ENI E 6.1 dd 13.98 –1.22 .284 14.57 4.17 FirstMajestic AG ... dd 10.25 –0.73 ... 6.84 5.78 GatosSilver GATO ... ... 6.70 –0.30 ... 130.75 63.41 Haemonetic HAE ... 55 101.09 –5.86 ...
39.32 6.64 Cooper-Standard CPS ... dd 15.69 –2.54 ... 89.54 27.00 EOG Rscs EOG 4.4 57 34.24 –3.27 .375 131.60 70.06 FirstRepBank FRC .6 23 126.14 –4.84 .20 11.82 4.27 GencoShipping GNK 1.2 dd 6.46 –1.14 .02 25.47 4.25 Halliburton HAL 1.5 dd 12.06 –1.25 .045
38.35 13.82 CooperT&R CTB 1.2 11 34.39 –3.26 .105 356.48 151.97 EPAM Systems EPAM ... 61 308.95 –30.10 ... 52.52 22.85 FirstEnergy FE 5.2 31 29.72 –3.58 .39 220.88 75.50 Generac GNRC ... 45 210.15 –1.89 ... 24.00 6.68 HamiltonBeach HBB 1.7 11 22.05 –0.52 .095
7.45 4.12 CooTekCayman CTK ... dd 4.40 –0.10 ... 77.88 12.56 EPR Prop EPR .0 cc 23.84 –2.01 .3825 10.33 10.00 FirstMarkHorizon FMAC.UT ... ... 10.03 –0.07 ... 190.08 100.55 GeneralDynamics GD 3.4 12 131.33 –9.37 1.10 17.74 6.96 Hanesbrands HBI 3.7 11 16.07 –1.51 .15
116.88 24.00 Copa CPA .0 dd 49.28 –7.48 .80 17.97 4.21 EQT EQT .0 dd 15.14 –1.01 .03 21.60 8.70 Fisker FSR ... cc 10.14 –0.18 ... 13.26 5.48 GeneralElec GE .5 18 7.42 –0.21 .01 28.16 11.31 Hanger HNGR ... 17 17.47 –1.81 ...
49.22 6.68 CoreLabs CLB .3 dd 14.45 –0.90 .01 107.10 62.64 ESCO Tech ESE .4 31 83.69 –5.05 .08 7.60 0.27 FiskerWt FSR.WT ... ... 2.68 +0.27 ... 66.14 46.59 GeneralMills GIS 3.5 16 59.12 –2.66 .51 46.44 15.01 HannonArmstrong HASI 3.2 33 41.85 –2.47 .34
17.90 5.76 CoreCivic CXW .0 5 6.41 –0.21 .44 96.23 41.83 EagleMaterials EXP .0 24 85.25 –6.00 .10 7.26 5.85 Fitbit FIT ... dd 7.04 +0.09 ... 38.96 14.33 GeneralMotors GM .0 33 34.53 –2.30 .38 144.71 75.11 HanoverIns THG 2.7 12 95.66 –6.07 .65
78.45 24.69 CoreLogic CLGX 1.7 26 76.93 +8.41 .33 7.23 1.44 EarthstoneEner ESTE ... 8 2.69 –0.03 ... 10.31 2.51 500.com WBAI ... dd 2.96 +0.01 ... 53.20 5.52 Genesco GCO ... dd 17.72 –3.41 ... 39.73 14.31 HarleyDavidson HOG .2 46 32.88 +2.81 .02
49.72 4.42 CorEnergyInfr CORR 4.3 dd 4.68 –1.02 .05 29.70 19.00 EasterlyGovtProp DEA 5.0 cc 20.90 –1.27 .26 9.31 3.62 FivePoint FPH ... dd 4.19 –0.25 ... 22.20 2.58 GenesisEnergy GEL 14.3 dd 4.20 –0.71 .15 7.61 1.76 HarmonyGold HMY ... dd 4.91 –0.39 ...
11.14 2.18 CorePoint CPLG .0 dd 4.78 –0.90 .20 148.27 83.40 EastGroup EGP 2.4 43 133.08 –5.06 .79 184.99 19.32 FiverrIntl FVRR ... dd 146.42 –12.47 ... 1.86 0.40 GenesisHealthcare GEN ... 2 .43 –0.03 ... 23.61 4.19 Harsco HSC ... dd 12.90 –2.86 ...
130.56 90.07 Coresite COR 4.1 60 119.36 –3.87 1.22 88.04 34.44 EastmanChem EMN 3.3 19 80.84 –6.48 .66 39.31 16.76 Flagstar FBC .7 4 29.35 –2.95 .05 9.50 4.60 GenieEnergy GNE 4.1 19 8.29 –0.96 .085 62.75 19.04 HartfordFinl HIG 3.4 8 38.52 –2.09 .325
10.20 2.54 CornerstoneBldg CNR ... dd 7.67 –1.29 ... 60.00 1.50 EastmanKodak KODK ... dd 6.92 –1.55 ... 329.85 168.51 FleetCorTech FLT ... 26 220.91 –38.29 ... 45.20 19.41 Genpact G 1.1 21 34.37 –2.63 .0975 26.50 9.81 HavertyFurn HVT 3.2 18 25.02 +1.28 .20
35.83 17.44 Corning GLW 2.8 cc 31.97 –3.59 .22 111.65 56.42 Eaton ETN 2.8 28 103.79 –6.02 .73 11.80 3.40 FlexLNG FLNG 6.3 cc 6.36 –0.82 .10 108.58 49.68 GenuineParts GPC 3.5 cc 90.43 –8.35 .79 26.13 10.67 HavertyFurn A HVT.A 3.2 17 23.58 +1.14 .19
6.50 1.61 CorpAmAirports CAAP ... dd 1.72 –0.45 ... 62.45 23.59 EatonVance EV 2.5 24 59.79 –2.27 .375 86.37 24.36 Floor&Decor FND ... 53 73.00 –8.10 ... 4.93 1.87 GenworthFin GNW ... dd 3.93 +0.14 ... 55.15 31.83 HawaiianElec HE 4.0 17 33.04 –1.86 .33
30.57 15.23 CorpOfficeProp OFC 4.9 23 22.43 –1.97 .275 231.36 124.60 Ecolab ECL 1.0 dd 183.59 –21.28 .47 3.09 0.66 FlotekIndustries FTK ... dd 2.48 –0.24 ... 22.53 5.44 GeoPark GPRK .0 dd 6.88 –1.11 .0413 37.97 24.10 HealthcareRealty HR 4.3 34 27.80 –2.38 .30
34.54 20.38 Corteva CTVA 1.6 48 32.98 –0.19 .13 20.96 6.28 Ecopetrol EC 8.6 6 9.25 –0.53 .8878 25.18 17.42 FlowersFoods FLO 3.4 51 23.58 –0.67 .20 5.34 1.65 Gerdau GGB .6 32 3.81 –0.33 .0198 34.22 20.61 HealthcareAmer HTA 5.3 cc 24.30 –1.28 .32
23.70 8.56 Cosan CZZ .8 8 13.73 –1.17 .1119 38.97 20.51 EdgewellPersonal EPC ... 16 26.22 –2.17 ... 51.25 18.98 Flowserve FLS 2.7 26 29.12 –2.63 .20 33.66 16.36 GettyRealty GTY 5.9 23 26.28 –1.44 .39 37.64 18.63 HealthpeakProp PEAK 5.5 43 26.97 –1.80 .37
10.85 3.16 Costamare CMRE 7.0 dd 5.69 –1.22 .10 78.93 43.63 EdisonInt EIX 4.6 57 56.04 –4.45 .6375 20.90 2.85 Fluor FLR .0 dd 11.35 –0.85 .10 10.15 9.79 GigCapital3 GIK ... ... 9.95 –0.02 ... 6.79 1.40 HeclaMining HL .2 dd 4.58 –0.57 .0025
13.42 2.65 Coty COTY .0 dd 2.90 –0.49 .125 87.79 51.51 EdwardsLife EW ... 57 71.69 –8.72 ... 23.21 3.41 FlyLeasing FLY ... 1 5.93 –1.20 ... 10.67 9.80 GigCapital3Un GIK.UT ... ... 10.20 –0.24 ... 134.45 52.01 Heico HEI .2 43 105.05 –9.03 .08
42.99 21.15 CousinsProperties CUZ 4.7 37 25.48 –1.89 .30 21.57 10.70 8x8 EGHT ... dd 17.28 +0.53 ... 15.64 9.15 FlyingEagleAcqn FEAC.UT ... ... 12.77 –0.91 ... 2.83 0.38 GigCapital3Wt GIK.WT ... ... .54 –0.20 ... 104.27 51.78 Heico A HEI.A .2 38 93.50 –6.29 .08
16.13 6.57 Covanta CVA 3.5 dd 9.08 +1.03 .08 34.09 15.17 ElancoAnimal ELAN ... dd 31.01 –0.37 ... 14.70 9.81 FlyingEagle FEAC ... ... 11.53 –0.89 ... 10.60 9.60 GigCapital2 GIX ... cc 10.06 –0.14 ... 10.00 0.99 HelixEnergy HLX ... 16 2.48 –0.29 ...
89.54 36.77 Crane CR 3.4 cc 50.75 –4.39 .43 57.00 30.73 ElancoAnimalUn ELAT 5.2 ... 48.37 –0.55 .625 6.00 1.35 FlyingEagleWt FEAC.WT ... ... 3.26 –0.24 ... 0.44 0.20 GigCapital2Rt GIX.RT ... ... .25 –0.05 ... 47.33 12.40 Helm&Payne HP 6.7 dd 14.87 –0.77 .25
11.90 5.43 Crawford A CRD.A 2.5 dd 6.40 –0.30 .04 127.90 39.01 Elastic ESTC ... dd 101.41 –7.59 ... 12.21 10.13 FoleyTrasimene WPF.UT ... ... 10.35 –0.16 ... 12.30 10.25 GigCapital2Un GIX.UT ... ... 10.55 –0.55 ... 52.89 20.73 Herbalife HLF ... 21 45.14 –3.77 ...
10.79 4.95 Crawford B CRD.B 2.5 dd 6.34 –0.25 .04 14.23 4.60 EldoradoGold EGO ... 15 12.53 –0.73 ... 10.75 9.85 FoleyTrasimeneA WPF ... ... 10.05 –0.04 ... 1.19 0.11 GigCapital2Wt GIX.WT ... ... .40 –0.41 ... 50.81 11.81 HercHoldings HRI ... 18 44.36 –2.34 ...
220.25 111.40 Credicorp BAP 7.5 18 114.68 –6.75 8.6579 12.74 5.35 ElementSolns ESI ... 25 11.72 –0.81 ... 2.99 1.27 FoleyTrasimeneWt WPF.WT ... ... 1.50 –0.29 ... 30.29 9.42 Gildan GIL .0 dd 20.77 –1.77 .154 16.40 5.42 HerculesCapital HTGC 11.4 13 11.20 –0.33 .34
14.12 6.47 CreditSuisse CS .6 6 9.41 –1.46 .0713 5.98 0.89 ElevateCredit ELVT ... 2 2.52 –0.24 ... 9.95 9.60 FoleyTras II A BFT ... ... 9.67 –0.11 ... 19.03 9.44 Glatfelter GLT 3.8 dd 14.27 –0.60 .135 15.61 7.50 HeritageInsurance HRTG 2.5 8 9.44 –1.67 .06
4.84 0.51 CrescentPoint CPG .6 dd 1.25 –0.08 .0019 19.12 3.24 EllingtonFin EFC 8.8 dd 12.24 –0.90 .09 1.50 1.00 FoleyTrasII Wt BFT.WT ... ... 1.03 –0.12 ... 70.96 23.31 Glaukos GKOS ... dd 55.92 –2.33 ... 14.82 2.29 HershaHospitality HT .0 dd 4.90 –0.40 .28
37.01 2.65 CrestwoodEquity CEQP 16.7 dd 14.98 –0.92 .625 11.99 2.70 EllingtonResiMtg EARN 10.5 7 10.63 –0.78 .28 10.70 9.95 FoleyTrasimII BFT.UT ... ... 9.96 –0.14 ... 48.25 31.43 GSK GSK 6.0 10 33.42 –1.87 .4959 161.83 109.88 Hershey HSY 2.3 27 137.46 –8.88 .804
9.49 1.96 CrestwoodEqUn CEQP.PR 13.7 ... 6.15 –0.05 .2111 15.98 9.33 EmbotellAndinaA AKO.A 4.6 8 10.65 –0.16 .15 98.05 52.91 FomentoEconMex FMX 2.6 38 53.77 –4.34 .7014 15.93 6.67 GlobalBlue GB ... dd 7.92 –0.72 ... 74.11 26.06 Hess HES 2.7 dd 37.22 –2.15 .25
9.50 4.01 CrossTimbers CRT 11.0 8 7.35 +0.77 .0765 18.36 10.15 EmbotellAndinaB AKO.B 4.3 9 12.49 –0.09 .165 47.86 17.46 FootLocker FL 1.6 20 36.88 –2.89 .15 2.68 0.20 GlobalBlueWt GB.WT ... ... .70 +0.05 ... 25.66 5.70 HessMidstream HESM 10.0 9 17.08 –0.61 .4417
19.79 6.81 CrossAmerPtrs CAPL 14.4 6 14.54 –0.91 .525 20.24 3.96 Embraer ERJ ... dd 4.12 –0.87 ... 9.57 3.96 FordMotor F .0 dd 7.73 –0.43 .15 5.25 2.54 GlobalCordBlood CO ... 7 3.98 +0.18 ... 17.59 7.43 HewlettPackard HPE 5.6 dd 8.64 –0.84 .12
180.00 114.18 CrownCastle CCI 3.4 98 156.20 –2.27 1.33 12.66 1.50 EmeraldHldg EEX .0 dd 2.62 –0.27 .075 23.11 9.43 Forestar FOR ... 16 16.64 –1.20 ... 15.95 6.98 GlobalMedREIT GMRE 6.4 cc 12.43 –1.06 .20 80.57 24.54 Hexcel HXL .0 23 33.48 –2.02 .17
93.27 42.97 CrownHoldings CCK ... 22 85.80 –4.58 ... 137.61 46.37 EmergentBiosol EBS ... 28 89.97 –6.14 ... 44.72 28.59 Fortis FTS 3.8 20 39.50 –2.03 .3825 21.71 8.77 GlobalNetLease GNL 11.2 59 14.23 –1.62 .40 99.00 4.87 HighPointRscs HPR ... dd 5.52 –1.99 ...
31.77 12.63 CryoLife CRY ... dd 16.76 –2.58 ... 78.38 37.75 EmersonElec EMR 3.1 20 64.79 –5.23 .50 71.02 31.20 Fortive FTV .5 40 61.60 –4.90 .0585 20.75 6.30 GlobalPtnrs GLP 13.1 6 14.50 +0.18 .50 52.76 25.10 HighwoodsProp HIW 6.4 10 29.77 –3.75 .48
35.22 19.61 CubeSmart CUBE 3.9 41 33.93 –0.34 .33 14.84 5.19 EmpireStateRealty ESRT .0 ... 5.38 –0.85 .105 21.73 3.69 FortressTransport FTAI 8.4 7 15.74 –2.49 .33 209.62 105.54 GlobalPayments GPN .5 94 157.74 –19.25 .195 3.72 1.08 HillIntl HIL ... 12 1.32 –0.12 ...
75.20 30.86 Cubic CUB .5 dd 59.11 –1.69 .135 44.90 25.53 EmployersHldgs EIG 3.1 11 32.01 –0.53 .25 17.40 9.91 FortressValueAcqn FVAC.UT ... ... 12.00 –2.35 ... 9.25 2.61 GlobalShipLease GSL ... 4 6.78 –0.70 ... 117.68 72.29 Hill-Rom HRC 1.0 29 91.07 –1.31 .22
99.42 47.69 Cullen/Frost CFR 4.1 13 70.27 –1.87 .72 9.98 9.80 Empower EMPW.UT ... ... 9.95 +0.01 ... 16.41 9.78 FortressValueA FVAC ... ... 11.11 –2.24 ... 201.44 70.83 Globant GLOB ... cc 180.61 –16.46 ... 34.63 13.61 Hillenbrand HI 2.9 dd 29.25 –2.19 .2125
16.92 5.28 Culp CULP 3.4 dd 12.41 –0.59 .105 7.57 2.54 EmpresaDisCom EDN ... 1 3.32 –0.16 ... 4.88 1.17 FortressValueWt FVAC.WT ... ... 2.99 –0.47 ... 111.43 56.74 GlobeLife GL .9 12 81.09 –5.05 .1875 26.28 11.05 Hilltop HTH 1.6 5 22.81 +1.11 .09
231.35 101.03 Cummins CMI 2.5 21 219.89 –6.39 1.35 10.81 1.61 EnableMidstream ENBL 14.9 8 4.45 –0.70 .1653 10.06 9.65 FortressValueII FAII ... ... 9.70 –0.09 ... 60.15 33.41 GlobusMedical GMED ... 61 52.12 –1.55 ... 36.06 8.28 HiltonGrandVac HGV ... 73 20.60 –2.69 ...
149.90 70.56 CurtissWright CW .8 15 84.36 –9.93 .17 43.15 22.57 Enbridge ENB 9.0 40 27.56 –1.36 .6131 10.48 9.95 FortressValueII FAII.UT ... ... 10.00 –0.06 ... 89.00 40.25 GoDaddy GDDY ... dd 70.74 –4.13 ... 115.48 44.30 Hilton HLT .0 cc 87.81 –6.80 .15
20.80 6.84 Cushman&Wkfd CWK ... dd 11.72 –0.12 ... 83.30 48.01 EncompassHealth EHC 1.8 23 61.31 –6.08 .28 2.55 1.18 FortressValueIIWt FAII.WT ... ... 1.18 –0.08 ... 14.90 3.79 GoldFields GFI 1.1 38 10.93 –0.65 .0929 16.84 4.67 HoeghLNG Ptrs HMLP 15.1 8 11.63 –2.10 .44
25.72 8.36 CustomersBancorp CUBI ... 5 13.82 –0.16 ... 69.80 27.21 Endava DAVA ... cc 63.90 –3.59 ... 7.95 1.47 FortunaSilver FSM ... cc 6.62 –0.54 ... 22.50 8.00 GoldmanSachsBDC GSBD 11.8 dd 15.30 +0.07 .45 24.59 6.57 HollyEnergy HEP 12.2 5 11.46 –1.05 .35
10.13 1.93 CypressEnvl CELP .0 18 2.09 –0.09 .21 4.79 0.99 EndeavourSilver EXK ... dd 3.18 –0.36 ... 90.94 33.90 FortBrandsHome FBHS 1.2 23 80.87 –4.60 .24 250.46 130.85 GoldmanSachs GS 2.6 10 189.04 –16.00 1.25 56.21 16.81 HollyFrontier HFC 7.6 dd 18.51 –1.88 .35
11.21 5.22 EnelAmericas ENIA 7.6 7 6.50 –0.50 .4394 2.01 0.15 ForumEnergyTech FET ... dd .48 –0.07 ... 39.60 21.49 Gorman-Rupp GRC 2.0 30 31.05 –2.99 .155 292.95 140.63 HomeDepot HD 2.2 24 266.71 –16.29 1.50
.30
D 5.11
53.84
2.95
26.60
EnelChile
Energizer
ENIC
ENR
6.3
3.0
dd
dd
3.33
39.35
–0.14
–1.94
.2164
.30
22.14
32.50
7.99
12.80
FdnBuilding
FourCornersProp
FBM
FCPT
...
4.8
14
23
14.56
25.34
–1.76
–1.91
...
.305
73.36
67.00
26.75
38.43
GraceWR
Graco
GRA
GGG
2.8
1.1
cc
35
43.49
61.90
–5.19
–2.21 .175
29.44
184.06
19.38
101.08
HondaMotor
Honeywell
HMC
HON
3.1
2.3
22
20
23.62
164.95
–1.17
–10.59
.1034
.93
13.86 3.75 EnergyTransfer ET 23.7 10 5.15 –1.15 .1525 2.24 0.63 FourSeasonsEduc FEDU ... dd .83 –0.16 ... 14.84 5.56 GrafTechIntl EAF .6 3 6.75 –0.65 .01 46.23 30.48 HoraceMannEdu HMN 3.5 13 33.91 –1.87 .30
26.26 2.20 DCP Midstream DCP 12.2 dd 12.77 –1.85 .39 27.94 13.28 EnerpacTool EPAC .2 cc 17.83 –1.91 .04 166.11 77.18 Franco-Nevada FNV .8 cc 136.55 –1.44 .26 23.77 10.36 Graham GHM 3.3 88 13.20 –0.41 .11 10.45 10.00 HorizonAcqn HZAC.UT ... ... 10.08 –0.11 ...
10.50 9.92 D8 Holdings DEH.UT ... ... 9.95 –0.01 ... 7.35 1.15 Enerplus ERF 5.0 dd 1.83 –0.22 .0075 5.76 1.49 Frank'sIntl FI ... dd 1.75 –0.02 ... 655.54 267.89 GrahamHoldings GHC 1.5 12 380.34 –31.45 1.45 10.42 9.70 HorizonAcqnA HZAC ... ... 9.75 –0.10 ...
9.94 9.60 D8 A DEH ... ... 9.66 –0.04 ... 80.22 35.21 EnerSys ENS 1.0 25 71.60 –2.64 .175 41.85 12.61 FranklinCovey FC ... dd 16.92 –1.40 ... 392.53 200.61 Grainger GWW 1.7 30 350.02 –11.01 1.53 1.30 0.99 HorizonAcqnWt HZAC.WT ... ... 1.00 –0.15 ...
1.05 0.55 D8 Wt DEH.WT ... ... .61 –0.04 ... 6.82 0.88 EnLinkMid ENLC 27.7 dd 2.71 –0.28 .0938 29.27 14.91 FranklinRscs BEN 5.8 12 18.75 –4.47 .27 3.00 1.34 GranayMontero GRAM ... dd 1.80 –0.08 ... 10.07 10.00 HorizonAcqnII HZON.UT ... ... 10.00 ... ...
3.85 1.69 DHI Group DHX ... 30 1.69 –0.37 ... 22.21 13.98 Ennis EBF 5.9 13 15.24 –1.28 .225 18.68 4.82 FreeportMcM FCX .0 dd 17.34 –1.02 .05 28.71 8.90 GraniteConstr GVA 2.7 dd 19.31 –0.97 .13 6.95 1.20 HorizonGlobal HZN ... dd 5.62 –0.32 ...
8.83 4.52 DHT DHT 24.9 3 4.81 –0.23 .48 29.33 7.84 EnovaIntl ENVA ... 5 15.35 –2.06 ... 46.55 29.17 FreseniusMed FMS 1.3 16 38.23 –2.63 .7073 18.97 1.74 GranitePointMtg GPMT 18.4 dd 6.74 –0.49 .20 52.97 39.01 HormelFoods HRL 1.9 29 48.69 –0.92 .2325
10.04 9.92 DPCM Capital XPOA.UT ... ... 9.94 –0.01 ... 72.38 30.04 EnPro NPO 1.8 cc 59.02 –3.32 .26 37.47 20.25 FreshDelMonte FDP 1.4 45 21.53 –3.50 .10 60.50 28.12 GraniteREIT GRP.UT 3.9 11 55.79 –1.62 .1807 81.21 25.51 DR Horton DHI 1.0 12 66.81 –6.25 .175
18.05 3.06 DRDGOLD DRD 3.4 25 11.30 –0.68 .2072 5.22 0.75 Entercom ETM 5.3 dd 1.50 –0.03 .02 13.69 6.01 FrontYardRes RESI 4.5 dd 13.39 +0.01 .15 16.95 10.41 GraphicPkg GPK 2.3 27 13.29 –0.72 .075 18.90 7.86 HostHotels HST .0 91 10.48 –1.16 .20
52.47 28.00 DTEEnergy DTP 6.6 ... 47.58 –0.50 .7813 135.55 75.19 Entergy ETR 3.7 15 101.22 –7.73 .93 13.33 5.28 Frontline FRO 31.4 2 5.41 –0.78 .50 23.07 8.53 GrayTelevision GTN ... 8 12.68 –0.60 ... 65.25 42.86 HoulihanLokey HLI 2.1 22 62.70 –0.74 .33
M14 BARRON’S November 2, 2020

New York Stock Exchange Composite List

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
38.18 5.12 Hovnanian HOV ... 33 31.76 –0.94 ... 28.85 10.02 KensingtonCap KCAC.UT ... ... 12.82 –2.93 ... 57.09 22.75 MagnaIntl MGA 3.1 dd 51.11 –3.66 .40 0.73 0.08 NescoWt NSCO.WT ... ... .32 –0.04 ... 120.71 71.05 PackagingCpAm PKG 2.8 23 114.49 –4.71 .79
129.74 35.10 HowardHughes HHC ... dd 62.19 –2.22 ... 25.75 9.74 KensingtonCapA KCAC ... ... 11.80 –2.07 ... 16.06 6.30 MagnaChipSem MX ... 24 13.69 –0.21 ... 19.82 16.77 Netstreit NTST 2.3 ... 17.54 –0.54 .10 37.24 12.33 PagerDuty PD ... dd 27.10 –2.02 ...
27.87 9.25 HowmetAerospace HWM .0 15 17.25 –1.70 .0163 7.89 0.74 KensingtonCapWt KCAC.WT ... ... 2.40 –1.18 ... 13.29 3.23 MagnoliaOil MGY ... dd 4.34 –0.68 ... 169.09 65.05 Nevro NVRO ... dd 149.21 –12.68 ... 45.76 13.58 PagSeguroDig PAGS ... 38 36.61 –3.87 ...
18.20 8.75 Huami HMI ... 12 11.68 +0.01 ... 20.53 7.45 KeyCorp KEY 5.7 11 12.98 –0.47 .185 45.10 14.11 MainStreetCap MAIN 9.0 dd 27.39 –2.65 .205 ... ... NewBeginnings NBA.UT ... ... 9.99 ... ... 11.42 8.90 PalantirTech PLTR ... ... 10.13 +0.64 ...
21.25 11.69 HuanengPower HNP 4.5 11 14.92 –0.25 .7752 110.00 77.93 KeysightTechs KEYS ... 33 104.87 –3.01 ... 20.48 12.06 ManchesterUnited MANU 1.3 dd 13.66 –0.66 .09 10.83 7.00 NewFrontierHlth NFH ... dd 8.65 +0.13 ... 275.03 125.47 PaloAltoNtwks PANW ... dd 221.19 –15.35 ...
155.00 85.62 Hubbell HUBB 2.7 21 145.51 –7.88 .98 88.99 45.28 KilroyRealty KRC 4.2 29 47.08 –3.13 .50 17.78 7.24 Manitowoc MTW ... 42 7.53 –1.37 ... 2.15 0.66 NewFrontierWt NFH.WT ... ... 2.00 –0.08 ... 17.37 8.72 PampaEnergia PAM ... 4 11.80 –0.17 ...
330.72 90.84 HubSpot HUBS ... dd 290.07 –25.53 ... 17.72 3.51 KimbellRoyalty KRP 14.6 dd 5.95 –0.24 .19 4.97 0.99 Manning&Napier MN .0 26 3.94 –0.14 .02 6.00 0.94 NewHome NWHM ... dd 5.08 +0.02 ... 12.63 10.42 PanaceaAcqn PANA.UT ... ... 10.60 –0.15 ...
5.19 1.23 HudbayMinerals HBM .3 dd 4.53 –0.58 .0077 160.16 110.66 KimberlyClark KMB 3.2 19 132.59 –4.29 1.07 100.99 49.57 Manpower MAN 3.2 47 67.87 –7.39 1.09 45.76 21.14 NewJerseyRscs NJR 4.6 16 29.18 –0.37 .3325 12.52 9.55 PanaceaAcqnA PANA ... ... 10.09 –0.23 ...
15.87 2.26 Hudson HUD ... dd 7.64 –0.02 ... 21.86 7.45 KimcoRealty KIM 3.9 5 10.26 –1.24 .10 21.23 8.62 ManulifeFin MFC 6.2 9 13.58 –1.04 .2119 179.72 102.01 NewOrientalEduc EDU ... 67 160.38 –10.15 ... 3.25 1.75 PanaceaAcqnWt PANA.WT ... ... 2.19 –0.01 ...
38.81 16.14 HudsonPacProp HPP 5.2 35 19.26 –1.80 .25 22.58 9.42 KinderMorgan KMI 8.8 cc 11.90 –0.88 .2625 14.07 3.02 MarathonOil MRO 4.0 dd 3.96 –0.48 .03 74.20 33.49 NewRelic NEWR ... dd 60.66 –2.97 ... 25.69 5.72 ParPacific PARR ... dd 6.44 –1.16 ...
449.43 208.25 Humana HUM .6 15 399.28 –45.03 .625 3.36 1.26 KingswayFin KFS ... dd 3.21 +0.08 ... 68.73 15.26 MarathonPetrol MPC 7.9 dd 29.50 –0.39 .58 17.66 2.91 NewResidInvt NRZ 8.0 dd 7.50 –1.23 .15 46.49 9.64 ParTechnology PAR ... dd 36.97 –1.03 ...
3.40 0.86 HuntCosFin HCFT 13.1 9 2.59 –0.22 .085 10.32 2.72 KinrossGold KGC 1.5 11 7.97 –0.64 .03 38.24 21.90 Marcus&Millichap MMI ... 23 31.23 +0.02 ... 8.35 1.72 NewSeniorInvt SNR 6.6 cc 3.91 –0.18 .065 15.00 5.54 ParamountGroup PGRE 6.9 dd 5.78 –0.71 .10
279.71 136.44 HuntingIngalls HII 2.8 11 147.48 –5.34 1.03 92.30 32.76 Kirby KEX ... dd 38.49 ... ... 36.88 6.84 Marcus MCS .0 dd 7.33 –1.00 .17 30.00 11.02 NewYorkCityReit NYC 1.8 dd 11.08 –0.61 .0489 18.53 9.14 ParkAerospace PKE 3.8 28 10.59 –0.65 .10
25.66 12.23 Huntsman HUN 2.7 cc 24.29 –1.11 .1625 57.69 18.02 KirklandLakeGold KL 1.1 15 45.62 –1.04 .125 22.61 6.77 MarineProducts MPX 2.0 34 15.86 –1.45 .04 12.37 7.91 NY CmntyBcp NYCB 8.2 10 8.31 –0.46 .17 26.58 3.99 ParkHotels PK .0 dd 9.93 –0.87 .45
94.98 24.02 HyattHotels H .0 22 55.14 –3.84 .20 19.77 6.87 KiteRealty KRG 7.4 cc 10.36 –1.43 .08 34.06 7.25 MarineMax HZO ... 9 29.98 +1.90 ... 47.95 26.13 NYTimes A NYT .6 47 39.66 –2.46 .06 228.67 93.00 ParkerHannifin PH 1.7 22 208.36 –17.80 .88
58.66 9.50 Hyliion HYLN ... dd 18.92 –3.19 ... 47.44 27.54 Knight-Swift KNX .8 19 37.99 –1.34 .08 1347.64 710.52 Markel MKL ... 29 932.80 –94.20 ... 505.16 304.65 NewMarket NEU 2.1 16 357.69 –2.80 1.90 20.13 3.92 ParsleyEnergy PE 2.0 dd 10.01 –0.68 .05
29.00 0.15 HyliionWt HYLN.WT ... ... 5.86 –2.04 ... 28.30 7.74 Knoll KNL 2.1 34 11.46 –1.93 .06 131.27 30.10 MarriottVacations VAC .0 dd 96.60 –5.89 .54 72.22 33.00 Newmont NEM 2.5 13 62.84 +2.37 .40 45.40 24.67 Parsons PSN ... 30 31.52 –0.82 ...
65.41 30.25 HysterYaleMatls HY 3.0 20 42.40 –3.26 .3175 20.97 8.67 KnotOffshore KNOP 16.0 11 12.98 –0.92 .52 120.97 74.33 Marsh&McLen MMC 1.8 26 103.46 –10.24 .465 6.98 0.65 NewparkResources NR ... dd .72 –0.16 ... 6.30 0.26 PartyCity PRTY ... dd 1.99 –0.14 ...
22.79 11.10 Knowles KN ... 83 14.25 –2.03 ... 281.82 135.08 MartinMarietta MLM .9 25 266.35 +3.94 .57 10.34 2.57 NexaResources NEXA 6.2 dd 6.05 +0.25 .3775 397.51 163.42 PaycomSoftware PAYC ... cc 364.09 –24.56 ...
.40 1.17
I 59.28
54.28
10.89
29.89
Kohl's
KoninklijkePhil
KSS
PHG
.0
...
dd
39
21.29
46.50
–2.68
–3.60
.704
...
60.16
109.84
27.04
34.88
Masco
MasoniteIntl
MAS
DOOR
1.0
...
27
27
53.60
88.00
–1.16
–10.59
.14
...
19.50
52.87
6.34
21.06
NexPointRealEst
NexPointResidentl
NREF
NXRT
11.7
3.1
...
32
13.71
44.32
–0.20
–0.25 .3413
11.10
9.09 5.08
PeabodyEnergy
Pearson
BTU
PSO
...
3.6
dd
16
1.29
6.68
–0.28
–0.09
...
.0771
43.24 12.91 KontoorBrands KTB 4.9 36 32.90 +0.30 .40 73.71 22.51 MasTec MTZ ... 12 49.64 –1.41 ... 77.02 43.70 NextEraEnergy NEE 1.9 37 73.21 –2.56 .35 27.75 5.39 PebblebrookHotel PEB .0 dd 11.98 –1.59 .01
59.30 21.79 IAA IAA ... 46 56.59 –0.20 ... 44.75 8.25 Koppers KOP ... 7 22.43 –2.78 ... 367.25 199.99 Mastercard MA .6 43 288.64 –40.97 .40 52.21 46.37 NextEra6.219%Un NEE.PRQ 5.7 ... 49.33 –1.15 .7774 40.65 10.58 PembinaPipeline PBA 9.2 16 20.93 –0.79 .1588
15.42 6.86 ICICI Bank IBN ... 25 10.55 –0.92 ... 12.30 6.28 KoreaElcPwr KEP ... dd 8.64 –0.76 ... 19.83 1.11 MatadorRscs MTDR ... dd 7.07 –1.92 ... 59.22 35.40 NextEraEnergyUn NEE.PRO 4.3 ... 57.00 –1.44 .609 6.13 0.46 PA Reit PEI 16.0 ... .50 –0.12 .02
4.83 2.68 ICL Group ICL 3.3 67 3.62 –0.11 .028 43.99 21.45 KornFerry KFY 1.3 55 30.19 –2.16 .10 63.83 26.15 Materion MTRN .9 43 51.19 –2.62 .115 51.04 33.92 NextEraEnergyUn NEE.PRP 5.3 ... 49.45 –1.07 .6599 67.77 13.14 PennyMacFin PFSI 1.2 4 50.82 –7.45 .15
113.58 69.05 IDACORP IDA 3.2 19 87.73 –3.52 .71 7.55 0.50 KosmosEnergy KOS .0 dd .99 –0.34 .0452 53.71 23.75 Matson MATX 1.8 25 51.95 –0.32 .23 68.39 29.01 NextEraEnergy NEP 3.6 dd 62.80 –2.28 .595 23.79 3.50 PennyMacMtg PMT 10.7 dd 14.97 –1.51 .40
11.86 4.81 IDT IDT ... 12 9.53 –0.91 ... 31.44 4.45 Kraton KRA ... dd 28.30 –2.27 ... 13.62 8.50 MauiLand MLP ... dd 10.09 –1.25 ... 7.14 1.00 NexTierOilfield NEX ... dd 1.89 –0.16 ... 58.12 19.99 PenskeAuto PAG 3.3 9 51.16 –3.97 .42
84.37 44.81 IHS Markit INFO .8 35 80.87 –2.12 .17 37.22 24.64 Kroger KR 2.2 10 32.21 –0.55 .18 32.42 7.18 MaxarTech MAXR .2 dd 25.77 –4.17 .01 22.33 11.62 NielsenHoldings NLSN 1.8 dd 13.51 –0.67 .06 52.87 22.01 Pentair PNR 1.5 24 49.76 –2.21 .19
12.44 4.52 ING Groep ING ... 5 6.82 –0.91 ... 15.09 6.81 KronosWorldwide KRO 5.4 21 13.32 –0.62 .18 80.50 46.42 Maximus MMS 1.7 20 67.58 +0.44 .28 131.38 60.00 Nike NKE .8 72 120.08 –9.91 .245 277.00 121.80 Penumbra PEN ... dd 261.03 +25.03 ...
19.01 6.38 Invesco IVZ 4.7 12 13.11 –0.87 .155 28.36 7.79 MaxLinear MXL ... dd 26.44 –1.24 ... 10.65 0.38 NineEnergy NINE ... dd 1.07 –0.11 ... 54.49 7.41 PerformanceFood PFGC ... dd 33.61 –4.57 ...
9.90
11.01
10.10
10.25
10.00
IonAcqn1
IonAcqn1 A
IACA.UT
IACA
...
...
...
...
10.30
10.00
–0.20
...
...
... L 10.95
211.07
3.89
112.23
MayvilleEngg
McCormick
MEC
MKC
...
1.4
cc
32
8.91
180.51
–0.45
–15.95
...
.31
30.46
40.18
19.56
20.42
NiSource
NoahHoldings NOAH
NI 3.7
...
dd
14
22.97
26.33
–1.34
–1.33
.21
...
10.05
134.39 62.91
PeridotAcqn
PerkinElmer
PDAC.UT
PKI
...
.2
...
35
9.91
129.55
–0.01
+5.10
...
.07
... ... IonAcqn1Wt IACA.WT ... ... 1.45 ... ... 211.00 113.12 McCormickVtg MKC.V 1.4 32 178.75 –16.25 .31 5.14 2.34 Nokia NOK ... 28 3.37 –0.93 ... 4.28 2.11 PermianBasin PBT 12.5 6 2.28 –0.09 .0126
9.79 1.13 IONGeophysical IO ... dd 1.48 –0.08 ... 7.99 1.77 LAIX LAIX ... dd 1.86 –0.47 ... 231.91 124.23 McDonalds MCD 2.4 34 213.00 –15.71 1.29 26.41 14.08 NomadFoods NOMD ... 22 24.25 –0.95 ... 2.17 0.50 PermianvilleRT PVL 31.2 2 .52 –0.05 .0038
176.00 81.79 IQVIA IQV ... cc 153.99 –13.48 ... 35.41 8.00 L Brands LB .0 dd 32.01 –2.75 .30 1.77 0.53 McEwenMining MUX ... dd .97 –0.11 ... 5.41 3.55 NomuraHoldings NMR 3.6 7 4.46 –0.27 .0459 6.83 1.00 PermRock PRT 11.1 4 1.88 –0.10 .0135
7.58 2.57 IRSA IRS ... dd 3.67 +0.57 ... 131.71 55.29 LCI Inds LCII 2.7 26 109.66 –2.69 .75 172.18 112.60 McKesson MCK 1.1 26 147.49 –8.92 .42 36.53 8.92 Norbord OSB 1.7 cc 32.86 –1.31 .2256 63.86 40.01 Perrigo PRGO 2.1 25 43.87 –1.75 .225
75.56 35.41 ITT ITT 1.1 17 60.51 –5.80 .169 7.17 3.64 LG Display LPL ... dd 6.27 –0.53 ... 3.43 1.28 Mechel MTL ... dd 1.33 –0.14 ... 9.00 2.30 NordicAmTankers NAT 14.8 5 2.91 –0.26 .20 24.70 21.50 PershingSquare PSTH ... ... 22.24 –0.75 ...
5.35 1.44 IamGold IAG ... dd 3.67 –0.27 ... 10.51 8.55 LGLS ysAcqn DFNS ... cc 9.92 –0.05 ... 40.20 16.04 Medallia MDLA ... dd 28.45 –3.62 ... 43.37 11.72 Nordstrom JWN .0 dd 12.10 –2.23 .37 9.00 5.20 PershingSquWt PSTH.WT ... ... 7.13 –0.30 ...
194.30 104.56 IDEX IEX 1.2 35 170.39 –21.24 .50 11.00 9.00 LGL Systems Un DFNS.UT ... ... 10.54 –0.05 ... 38.29 21.62 MediaAlpha MAX ... ... 33.83 +14.83 ... 224.99 112.62 NorfolkSouthern NSC 1.8 27 209.12 –6.28 .94 29.88 14.03 Perspecta PRSP 1.6 dd 17.93 –1.55 .07
29.00 12.12 iHuman IH ... cc 17.96 –1.04 ... 1.55 0.39 LGLSysAcqnWt DFNS.WT ... ... 1.00 –0.01 ... 24.29 12.35 MedicalProp MPW 6.1 22 17.82 –0.48 .27 12.46 4.11 NorthAmConstr NOA 1.6 7 7.75 –0.55 .03 53.55 27.68 PetroChina PTR 5.7 dd 28.46 –1.15 1.2636
208.08 115.94 IllinoisToolWks ITW 2.3 30 195.88 –10.82 1.14 53.62 37.85 Line LN ... dd 51.48 +0.13 ... 184.29 49.03 Medifast MED 3.2 22 140.49 –10.07 1.13 6.44 2.19 NoEuroOil NRT 14.7 6 3.13 ... .11 16.84 4.01 PetroleoBrasil PBR 3.6 dd 6.63 –0.69 .0867
22.35 6.01 Imax IMAX ... dd 11.53 –0.03 ... 5.14 1.00 LSB Inds LXU ... dd 2.23 –0.22 ... 45.60 7.00 MedleyCapital MCC ... dd 20.65 –0.35 ... 11.11 9.84 NorthernGenesis NGA.UT ... ... 9.96 –0.26 ... 15.67 4.16 PetroleoBrasilA PBR.A ... dd 6.61 –0.73 ...
24.20 1.08 IndependenceContr ICD ... dd 2.32 –0.18 ... 52.80 24.49 LTC Properties LTC 6.9 13 33.01 –1.79 .19 3.50 0.28 MedleyMgmt MDLY ... dd .48 –0.13 ... 10.00 9.60 NorthernGenesis NGA ... ... 9.63 –0.02 ... 40.97 27.88 Pfizer PFE 4.3 23 35.48 –2.70 .38
43.60 22.00 Independence IHC 1.2 cc 37.82 –2.18 .22 230.99 142.01 L3HarrisTech LHX 2.1 27 161.11 –10.69 .85 28.66 7.37 Mednax MD ... dd 12.75 –1.88 ... 1.49 0.76 NorthernGenesisAcqnWt NGA.WT ... ... .80 –0.45 ... 90.17 56.01 PhilipMorris PM 6.8 14 71.02 –3.43 1.20
16.85 6.86 IndepRealty IRT 4.0 44 12.15 +0.45 .12 37.48 15.61 La-Z-Boy LZB .8 25 34.23 –2.10 .07 122.15 72.13 Medtronic MDT 2.3 31 100.57 –10.85 .58 ... ... NorthernStar STIC.UT ... ... 10.00 ... ... 119.92 40.04 Phillips66 PSX 7.7 dd 46.66 –3.82 .90
54.68 28.04 IndustrsBachoco IBA 1.8 11 37.31 –2.09 .3499 212.47 98.02 LabCpAm LH ... 23 199.77 –7.72 ... 12.99 10.05 MegalithFinAcqn MFAC ... cc 10.30 –0.01 ... 385.01 263.31 NorthropGrum NOC 2.0 20 289.82 –18.61 1.45 65.22 19.00 Phillips66Ptrs PSXP 14.9 6 23.47 –2.84 .875
16.62 6.76 Infosys INFY 1.7 25 14.27 –0.95 .1359 18.97 2.65 LadderCapital LADR 10.7 17 7.50 +0.24 .20 14.38 9.15 MegalithFinUn MFAC.UT ... ... 10.75 +0.15 ... 77.26 42.33 NorthwestNat NWN 4.3 23 44.44 –2.58 .48 3.59 1.15 PhoenixNewMedia FENG .0 1 1.34 –0.07 1.3712
38.96 17.01 IngersollRand IR ... dd 34.94 –3.33 ... 96.32 39.06 LambWeston LW 1.4 27 63.45 –8.66 .23 1.38 0.10 MegalithFinWt MFAC.WT ... ... .52 –0.10 ... 59.78 7.03 NorwegCruise NCLH ... dd 16.63 –1.72 ... 13.90 1.81 PhoenixTree DNK ... dd 1.87 –0.35 ...
94.67 24.92 Ingevity NGVT ... 13 54.88 –5.23 ... 13.12 4.89 Lannett LCI ... dd 6.43 –0.58 ... 92.64 65.25 Merck MRK 3.2 17 75.21 –4.62 .61 99.84 69.18 Novartis NVS 2.6 25 78.08 –6.35 3.0874 39.31 16.01 Phreesia PHR ... dd 36.97 –0.33 ...
99.51 59.11 Ingredion INGR 3.6 14 70.89 –5.72 .64 61.00 6.60 LaredoPetrol LPI ... dd 8.04 –1.49 ... 53.97 33.45 MercuryGeneral MCY 6.2 12 40.71 –0.93 .63 73.81 49.24 NovoNordisk NVO 1.5 25 63.89 –6.85 .5178 20.78 11.01 PhysiciansRealty DOC 5.5 37 16.86 –1.05 .23
136.63 40.21 InnovativeIndProp IIPR 3.6 42 116.63 –7.37 1.17 74.29 33.30 LasVegasSands LVS .0 dd 48.06 –2.62 .79 39.84 10.01 Meredith MDP .0 dd 11.00 –1.47 .595 57.01 12.31 NuSkinEnts NUS 3.0 18 49.35 –4.06 .375 24.78 11.26 PiedmontOfficeA PDM 7.4 4 11.42 –1.68 .21
107.69 22.59 Insperity NSP 2.1 19 76.58 –0.21 .40 44.95 20.94 Lazard LAZ 5.6 15 33.67 –2.21 .47 117.06 25.24 MeritageHomes MTH ... 9 87.09 –13.17 ... 58.70 27.53 Nucor NUE 3.4 34 47.76 –2.43 .4025 37.80 12.02 PingIdentity PING ... dd 27.69 –4.64 ...
135.20 40.53 InspireMedical INSP ... dd 119.43 –7.25 ... 7.45 1.03 Leaf LEAF ... dd 5.70 –0.23 ... 27.18 10.91 Meritor MTOR ... 7 24.34 –1.82 ... 29.49 4.98 NuSTAREnergy NS 16.2 dd 9.89 –1.47 .40 105.51 60.05 PinnacleWest PNW 4.1 15 81.57 –5.16 .83
121.67 29.02 InstalledBldg IBP ... 33 90.54 –15.96 ... 143.50 63.20 Lear LEA .0 49 120.81 –13.70 .77 8.49 3.43 MesaRoyalty MTR 11.0 8 3.92 +0.11 .0237 50.78 23.85 Nutrien NTR 4.4 28 40.68 –0.89 .45 68.93 10.10 Pinterest PINS ... dd 58.95 +5.95 ...
99.95 46.01 IntegerHoldings ITGR ... 26 58.45 –7.86 ... 3.09 0.71 LeeEnterprises LEE ... dd .78 –0.14 ... 24.71 9.76 MesabiTrust MSB 7.3 15 22.74 –1.42 .36 28.75 10.54 nVentElectric NVT 3.9 21 18.05 –1.85 .175 159.01 48.62 PioneerNatRscs PXD 2.8 32 79.56 –5.98 .55
106.99 63.51 ICE ICE 1.3 26 94.40 –4.55 .30 11.36 9.50 LegacyAcqn LGC ... dd 10.47 +0.03 ... 41.70 21.76 MethodeElec MEI 1.4 10 30.77 –1.59 .11 87.45 31.95 PiperSandler PIPR 1.4 34 83.45 –0.48 .30
7.70
69.12
45.01
25.39
20.40
InterContinentl
IntercorpFinSvcs
IHG
IFS
...
8.4
dd
18
51.14
20.77
–3.51
–1.85
...
1.75
0.79
55.42
0.16
22.03
LegacyAcqnWt
Leggett&Platt
LGC.WT
LEG
...
3.8
...
25
.63
41.73
–0.02
–2.71
...
.40
53.28
51.09
22.85
15.52
MetLife
MetropolitanBk
MET
MCB
4.9
...
5
7
37.85
29.95
–3.09
+0.22
.46
... O 4.60
1.67
0.40
PitneyBowes
PivotalInvCorp.IIWt
PBI
PIC.WT
3.8
...
dd
...
5.31
1.31
–2.30
–0.44
.05
...
158.75 90.56 IBM IBM 5.8 13 111.66 –4.34 1.63 125.84 68.00 Leidos LDOS 1.6 20 83.00 –2.80 .34 1078.98 579.40 MettlerToledo MTD ... 45 997.91 –55.29 ... 15.40 9.38 PivotalInvtII PIC.UT ... ... 10.40 –0.46 ...
143.87 92.14 IntlFlavors IFF 3.0 28 102.66 –7.91 .77 6.96 1.03 LejuHoldings LEJU ... 29 2.44 –0.41 ... 14.89 2.80 MicroFocus MFGP 19.3 dd 2.87 –0.61 .5833 23.76 8.63 OFGBancorp OFG 1.9 32 14.39 –0.63 .07 14.00 9.50 PivotalInvII PIC ... cc 10.04 –0.29 ...
52.17 31.38 IntlFlavorsUn IFFT 7.8 ... 38.64 –2.22 .75 96.51 44.11 Lemonade LMND ... ... 50.29 –0.80 ... 148.88 82.00 MidAmApt MAA 3.4 40 116.63 –2.08 1.00 46.43 23.01 OGE Energy OGE 5.2 dd 30.77 –2.39 .4025 19.47 3.00 PlainsAllAmPipe PAA 11.5 dd 6.25 –0.57 .18
16.25 3.59 IntlGameTech IGT 9.7 dd 8.21 –2.05 .20 15.29 4.32 LendingClub LC ... dd 4.67 –0.48 ... 38.18 25.25 MillerIndustries MLR 2.4 11 29.94 –0.70 .18 15.64 4.31 O-I Glass OI .0 5 9.43 –1.69 .05 20.02 3.04 PlainsGP PAGP 11.3 dd 6.39 –0.64 .18
47.64 26.38 IntlPaper IP 4.7 35 43.75 –2.65 .5125 86.80 25.42 Lennar A LEN 1.4 10 70.23 –8.04 .25 59.65 27.28 MineralsTechs MTX .4 16 54.69 –3.92 .05 96.97 63.67 ONE Gas OGS 3.1 20 69.04 –4.89 .54 88.77 23.77 PlanetFitness PLNT ... cc 59.27 –9.15 ...
31.39 12.44 IntlSeaways INSW 1.8 4 13.54 –0.59 .06 70.83 18.87 Lennar B LEN.B 1.8 8 56.89 –6.54 .25 16.56 2.77 MistrasGroup MG ... dd 3.72 –0.22 ... 78.48 12.16 ONEOK OKE 12.9 20 29.00 –1.55 .935 42.44 4.60 Plantronics PLT .0 dd 19.52 +1.39 .15
10.53 9.30 InterPrivate IPV.U ... ... 10.16 –0.15 ... 297.00 163.40 LennoxIntl LII 1.1 29 271.66 –16.43 .77 5.54 3.32 MitsubishiUFJ MUFG 4.8 17 3.94 –0.15 .116 54.92 34.98 OakStreetHealth OSH ... ... 47.59 –4.98 ... 12.99 0.70 PlayAGS AGS ... dd 2.70 –0.59 ...
10.20 9.15 InterPrivate IPV ... ... 9.89 –0.01 ... 20.71 9.09 LeviStrauss LEVI 1.0 dd 15.78 –1.04 .08 14.92 6.64 MiXTelematics MIXT 2.2 25 8.53 +0.28 .0589 13.65 9.80 OaktreeAcqn OAC.UT ... cc 10.70 –0.16 ... 21.50 7.79 PlymouthIndREIT PLYM 6.3 dd 12.71 –0.50 .20
0.96 0.40 InterPrivateWt IPV.WT ... ... .72 –0.18 ... 12.08 7.86 LexingtonRealty LXP 4.2 9 9.93 –0.86 .105 3.19 1.96 MizuhoFin MFG 4.2 1 2.48 –0.05 .0688 12.49 9.40 OaktreeAcqn OAC ... cc 10.20 +0.01 ... 110.30 37.35 Polaris PII 2.7 cc 90.86 –0.81 .62
25.20 11.63 Interpublic IPG 5.6 13 18.09 –1.25 .255 11.40 2.17 LibertyOilfield LBRT .0 dd 6.68 –1.61 .05 11.00 6.20 MobileTeleSys MBT 8.3 9 7.82 –0.48 .1858 3.49 0.60 OaktreeAcqnWt OAC.WT ... ... 1.69 –0.06 ... 63.08 31.96 PortlandGenElec POR 4.1 15 39.30 –1.66 .4075
32.30 6.00 IntrepidPotash IPI ... dd 9.98 –1.03 ... 119.61 67.31 LifeStorage LSI 3.7 21 114.15 –2.19 1.07 44.56 15.00 ModelN MODN ... dd 35.23 –0.15 ... 10.75 9.97 OaktreeAcqnII OACB.UT ... ... 10.00 –0.01 ... 112.38 68.97 PostHoldings POST ... dd 85.90 –6.71 ...
11.63 3.90 Invacare IVC .0 dd 8.11 +0.95 .0125 3.89 0.58 LightInTheBox LITB ... 10 2.21 –0.25 ... 12.03 2.84 ModineMfg MOD ... dd 6.40 –0.77 ... 47.58 8.52 OccidentalPetrol OXY .4 dd 9.13 –0.89 .01 19.48 10.84 PostalRealty PSTL 5.2 dd 13.88 –1.09 .205
18.30 1.82 InvescoMtg IVR 7.4 dd 2.70 –0.10 .05 39.91 8.17 LightspeedPos LSPD ... dd 32.03 –2.31 ... 42.12 22.11 Moelis MC 4.1 30 37.20 –1.83 .3825 8.55 2.29 OccidentalPetrolWt OXY.WT ... ... 2.47 –0.65 ... 1.64 0.27 PrecisionDrilling PDS ... dd .71 –0.09 ...
85.24 43.58 InvRlEst IRET 4.2 13 67.41 –2.03 .70 170.75 110.51 EliLilly LLY 2.3 21 130.46 –11.92 .74 153.05 56.62 MohawkInds MHK ... 15 103.19 –1.49 ... 16.00 2.01 OceaneeringIntl OII ... dd 4.08 –0.03 ... 14.38 5.01 PrefApartment APTS 13.0 dd 5.40 –0.17 .175
55.38 7.42 Invitae NVTA ... dd 39.21 –6.05 ... 62.44 16.11 LincolnNational LNC 4.6 31 35.10 –1.95 .40 215.62 102.85 MolinaHealthcare MOH ... 14 186.47 –26.08 ... 29.50 4.22 OcwenFinancial OCN ... dd 23.10 –2.39 ... 46.12 27.40 PrestigeCnsHlth PBH ... 11 33.03 –1.14 ...
32.70 15.64 InvitatHomes INVH 2.2 cc 27.26 –1.81 .15 260.49 146.71 Linde LIN 1.7 52 220.34 –13.93 .963 80.00 42.00 MolsonCoorsA TAP.A .0 16 43.80 –2.55 .57 2.09 0.35 Oi OIBR.C ... dd 1.28 –0.17 ... 14.55 4.05 PretiumResources PVG ... 35 12.18 –0.34 ...
34.49 21.00 IronMountain IRM 9.5 37 26.06 –1.79 .6185 120.51 71.86 Lindsay LNN 1.2 30 105.30 –7.05 .32 61.94 32.11 MolsonCoorsB TAP .0 13 35.26 –0.42 .57 38.80 28.53 OilDriAmerica ODC 3.0 14 34.16 –2.54 .26 10.10 9.85 PrimeImpactI PIAI.UT ... ... 9.91 –0.03 ...
17.50 5.48 iStar STAR 3.7 dd 11.80 –0.51 .11 9.47 2.83 Linx LINX .3 cc 6.24 –0.21 .0184 15.53 8.42 MonmouthRealEst MNR 4.9 dd 13.85 –0.95 .17 17.81 1.52 OilStatesIntl OIS ... dd 2.49 –0.49 ... 138.05 61.20 Primerica PRI 1.5 13 110.24 –11.44 .40
9.40 3.01 ItauCorpBanca ITCB ... 7 3.81 –0.12 ... 11.52 4.18 LionsGate A LGF.A ... dd 6.70 –0.80 ... 8.30 1.99 MontageRscs MR ... dd 4.95 –0.83 ... 23.62 11.88 OldRepublic ORI 5.2 15 16.28 –0.60 .21 16.00 6.33 PrimoWater PRMW 1.9 dd 12.53 –1.35 .06
9.40 3.48 ItauUnibanco ITUB 3.3 9 4.09 –0.40 .0027 10.85 3.87 LionsGate B LGF.B ... dd 6.27 –0.68 ... 33.10 16.41 MontroseEnvl MEG ... ... 27.03 –0.64 ... 19.82 8.76 Olin OLN 4.8 dd 16.55 –0.66 .20 41.25 12.67 ProAssurance PRA 1.3 dd 15.43 –0.30 .05
288.56 55.74 LithiaMotors LAD .5 15 229.57 –20.77 .31 305.96 164.19 Moody's MCO .9 27 262.90 –8.98 .56 45.22 13.33 OmegaHealthcare OHI 9.3 17 28.81 –2.12 .67 145.87 94.34 Procter&Gamble PG 2.3 26 137.10 –5.28 .7907
44.50
J 16.97
76.60
1.92
21.70
LithiumAmericas
LiveNationEnt
LAC
LYV
...
...
21
dd
9.61
48.80
–1.01
–8.36
...
...
95.93
95.10
32.49
33.58
Moog A
Moog B
MOG.A
MOG.B
1.6
1.5
16
17
62.39
66.63
–4.75
+1.62
.25
.25
82.73
11.15 10.03
Omnicom
one
OMC
AONE.UT
5.5
...
11
...
47.20
10.35
–5.52
–0.20
.65
...
102.05
109.11
62.18
59.82
Progressive
Prologis
PGR
PLD
.4
2.3
11
44
91.90
99.20
–2.72
–4.04
.10
.58
11.94 9.60 LiveOakAcqn LOAK ... ... 10.99 –0.41 ... 57.57 27.20 MorganStanley MS 2.9 8 48.15 –3.72 .35 11.03 9.98 oneA AONE ... ... 10.14 –0.24 ... 12.12 1.36 ProPetro PUMP ... 18 3.95 –0.45 ...
10.67 3.03 J Alexander's JAX ... dd 5.56 –0.04 ... 13.40 9.61 LiveOakAcqnUn LOAK.UT ... ... 11.74 –1.26 ... 22.50 6.50 Mosaic MOS 1.1 dd 18.50 –0.20 .05 2.49 0.83 oneWt AONE.WT ... ... 1.15 –0.50 ... 17.98 7.26 ProSightGlobal PROS ... 12 11.83 –0.19 ...
42.36 21.88 JBG SMITH Prop JBGS 3.9 67 23.35 –2.50 .225 3.05 0.37 LiveOakAcqnWt LOAK.WT ... ... 2.20 –0.66 ... 187.49 120.77 MotorolaSol MSI 1.6 33 158.06 –16.72 .64 29.00 9.71 OneLiberty OLP 11.7 16 15.43 –1.12 .45 75.22 42.02 ProsperityBcshs PB 3.6 11 55.11 –4.10 .49
27.32 6.06 JELD-WEN JELD ... 45 21.03 –2.68 ... 12.53 3.95 Livent LTHM ... cc 10.75 –0.04 ... 28.78 8.12 Movado MOV .0 dd 10.91 –1.85 .20 28.80 9.02 OneConnectFinTech OCFT ... dd 20.14 –0.93 ... 164.99 63.19 ProtoLabs PRLB ... 56 118.08 –19.17 ...
2.12 0.31 J.Jill JILL ... dd .66 –0.13 ... 67.46 23.44 LiveRamp RAMP ... dd 66.09 +1.52 ... 34.11 16.78 MuellerIndustries MLI 1.4 12 28.93 –1.35 .10 48.92 12.21 OneMain OMF 5.2 7 34.89 –2.87 .45 25.49 9.05 ProvidentFinSvcs PFS 6.8 10 13.57 –0.20 .23
3.39 2.15 JMP JMP .0 dd 2.47 –0.19 .04 3.58 1.17 LloydsBanking LYG ... 69 1.41 –0.10 ... 12.71 6.64 MuellerWater MWA 2.1 19 10.36 –0.75 .055 7.40 3.55 OneSmartIntl ONE ... dd 4.15 –0.13 ... 97.24 38.62 PrudentialFin PRU 6.9 dd 64.02 –4.71 1.10
141.10 76.91 JPMorganChase JPM 3.7 13 98.04 –5.77 .90 442.53 266.11 LockheedMartin LMT 3.0 15 350.13 –24.20 2.60 12.93 7.05 MultiPlan MPLN ... ... 7.30 –0.43 ... 42.50 20.32 OntoInnovation ONTO ... dd 32.07 –2.10 ... 39.10 15.68 Prudential PUK 2.6 dd 24.43 –3.61 .1074
44.20 17.63 Jabil JBL 1.0 98 33.14 –2.60 .08 56.88 27.33 Loews L .7 dd 34.68 –1.55 .0625 3.77 1.11 MultiPlanWt MPLN.WT ... ... 1.27 ... ... 19.18 7.45 Ooma OOMA ... dd 14.11 –0.80 ... 63.68 34.75 PublicServiceEnt PEG 3.4 17 58.15 –2.77 .49
104.00 59.29 JacobsEngg J .8 30 95.00 –4.21 .19 8.37 3.01 LomaNegra LOMA 5.9 15 4.28 –0.10 .2643 28.12 4.50 MurphyOil MUR 6.5 5 7.72 –1.00 .125 28.72 14.21 Oppenheimer A OPY 1.9 6 25.06 –1.27 .12 239.40 155.37 PublicStorage PSA 3.5 33 229.07 –6.65 2.00
26.37 8.98 JamesHardie JHX .0 66 24.38 –1.40 .10 11.11 9.96 LongviewAcqn LGVW.UT ... ... 10.00 –0.10 ... 144.09 78.75 MurphyUSA MUSA .8 10 122.29 –2.37 .25 62.60 39.71 Oracle ORCL 1.7 18 56.11 –3.79 .24 49.70 17.12 PulteGroup PHM 1.2 9 40.76 –3.23 .12
28.75 11.81 JanusHenderson JHG 5.9 56 24.30 –2.74 .36 10.16 9.34 LongviewAcqnA LGVW ... ... 9.79 +0.04 ... 18.47 6.91 MyersIndustries MYE 3.8 13 14.34 –0.41 .135 16.58 9.93 Orange ORAN 3.8 9 11.24 –0.11 .2261 20.50 7.93 PureStorage PSTG ... dd 16.10 –2.00 ...
12.30 10.10 JawsAcquisition JWS.UT ... ... 10.55 –0.13 ... 1.65 0.77 LongviewAcqnWt LGVW.WT ... ... .91 –0.09 ... 23.04 5.28 MyovantSciences MYOV ... dd 13.80 –2.02 ... 6.89 1.53 OrchidIslandCap ORC 15.0 dd 5.19 –0.06 .065 12.39 3.62 Puxin NEW ... dd 7.39 –0.34 ...
11.50 9.95 JawsAcqnA JWS ... ... 10.08 –0.05 ... 34.35 12.97 LouisianaPacific LPX 2.0 cc 28.58 –2.59 .145 20.78 5.93 OrionEngCarbons OEC .0 21 14.67 –0.75 .20 9.09 3.46 PzenaInvtMgmt PZN 2.3 26 5.19 –0.44 .03
3.53
24.03
1.45
11.20
JawsAcqnWt
JefferiesFin
JWS.WT
JEF
...
3.1
...
9
1.53
19.51
–0.23
–0.84
...
.15
180.67
3.30
60.00
0.46
Lowe's
Luby's
LOW
LUB
1.5
...
21
dd
158.10
2.69
–14.04
–0.05
.60
... N 5.99
89.21
1.53
52.65
OrionGroup
Orix
ORN
IX
...
5.1
6
6
3.26
58.84
+0.26
–4.77
...
1.9155
4.80
72.60
0.26
42.64
QEP Resources
QTS Realty
QEP
QTS
.0
3.1 dd
1 .90
61.51
–0.06
–4.43
.02
.47
20.66 8.83 JerniganCap JCAP 5.3 dd 17.29 +0.06 .23 ... ... LufaxHolding LU ... 17 12.85 ... ... 87.07 53.44 OrmatTech ORA .6 47 70.87 –1.26 .11 106.44 47.17 Q2Holdings QTWO ... dd 91.24 –4.26 ...
19.84 2.80 JianpuTech JT ... dd 3.74 –1.36 ... 29.60 3.77 LumberLiqu LL ... 20 22.12 –2.50 ... 50.50 17.95 NACCO Inds NC 4.0 5 19.49 –1.79 .1925 95.62 46.72 Oshkosh OSK 2.0 14 67.36 –11.06 .33 55.27 30.19 Qiagen QGEN ... 58 47.44 –2.37 ...
90.20 11.42 JinkoSolar JKS ... 14 58.30 –6.09 ... 15.30 8.16 LumenTech LUMN 11.6 8 8.62 –0.99 .25 35.87 10.55 NCR NCR ... 6 20.32 –1.94 ... 13.31 4.65 OsiskoGoldRoyal OR 1.4 dd 11.18 –0.75 .0374 6.97 2.00 QuadGraphics QUAD .0 dd 2.27 –0.46 .15
119.78 56.17 JohnBeanTech JBT .5 22 83.97 –5.76 .10 19.35 10.27 Luxfer LXFR 4.0 33 12.42 –1.26 .125 12.08 1.15 NGL Energy NGL 33.3 dd 2.40 –1.53 .10 10.36 9.11 OspreyTechA SFTW ... cc 9.89 –0.10 ... 208.26 108.14 QuakerChemical KWR .8 dd 190.79 –6.44 .395
157.00 109.16 J&J JNJ 2.9 22 137.11 –8.13 1.01 22.93 4.79 Lydall LDL ... dd 19.79 +1.10 ... 32.20 1.49 NIO NIO ... dd 30.58 +3.42 ... 1.56 0.51 OspreyTechWt SFTW.WT ... ... 1.21 +0.01 ... 20.42 7.90 QuanexBldg NX 1.8 dd 18.20 –1.80 .08
44.82 22.78 JohnsonControls JCI 2.5 42 42.21 –2.19 .26 98.91 33.71 LyondellBasell LYB 6.1 11 68.45 –8.45 1.05 5.40 2.28 NL Industries NL ... 18 4.14 –0.49 ... 66.00 38.00 OtisWorldwide OTIS 1.3 ... 61.28 –2.17 .20 64.25 23.77 QuantaServices PWR .3 23 62.43 +0.16 .05
178.55 78.29 JonesLang JLL .0 14 112.86 +1.00 .43 12.75 4.03 NOW DNOW ... dd 4.07 –1.04 ... 31.20 7.07 OutfrontMedia OUT .0 75 13.11 –1.79 .38 7.89 1.21 Qudian QD ... 4 1.34 –0.19 ...
.30
23.90
11.62
2.15
9.50
JumiaTech
JuniperIndustrial
JMIA
JIH.UT
...
...
dd
...
14.96
10.48
–2.91
–0.53
...
... M 41.78
4530.00
19.54
2043.01
NRG Energy
NVR
NRG
NVR
3.8
...
2
18
31.62
3953.09
–2.05
–252.90 ...
2.81
25.00
1.61
2.10
OverseasShip
Ovintiv
OSG
OVV
...
4.1 dd
4 1.91
9.20
–0.17
–0.77
...
.0938
131.81
11.42
73.02
4.55
QuestDiag
QuotientTech
DGX
QUOT
1.8
...
15
dd
122.14
8.90
–4.99
+0.04
.56
...
10.86 9.10 JuniperIndlA JIH ... cc 9.96 –0.14 ... 167.50 9.79 NaborsIndustries NBR .0 dd 28.42 –2.08 .50 27.75 3.63 Owens&Minor OMI .0 dd 25.12 –0.39 .0025
2.00
26.49
0.48
15.20
JuniperIndlWt
JuniperNetworks
JIH.WT
JNPR
...
4.1
...
17
1.15
19.72
–0.05
–2.57
...
.20
174.00
10.90
85.09
4.93
M&T Bank
MBIA
MTB
MBI
4.2
...
10
dd
103.58
5.71
–2.54
–1.03
1.10
...
11.82
37.43
3.66
20.25
NamTaiProperty
NatlBankHoldings
NTP
NBHC
...
2.7
dd
12
4.96
30.15
–0.30
–2.15
...
.20
76.60
19.19
28.56
8.09
OwensCorning
OwlRock
OC
ORCC
1.5
10.9
dd
17
65.47
11.38
–5.53
–0.34
.24
.08 R
2.59 0.88 JupaiHoldings JP ... dd 1.69 –0.06 ... 52.50 15.75 MDC Holdings MDC 3.7 9 43.52 –4.74 .40 47.70 31.58 NationalFuelGas NFG 4.5 51 39.96 –2.97 .445 77.56 30.37 OxfordIndustries OXM 2.4 dd 41.17 –5.15 .25
93.72 4.27 JustEnergy JE ... dd 5.14 –0.51 ... 32.22 15.00 MDU Rscs MDU 3.5 13 23.76 –1.01 .2075 69.08 44.29 NationalGrid NGG 5.1 26 59.45 –2.24 2.0126 27.26 16.81 RELX RELX 2.9 24 19.73 –1.67 .1725
8.09 0.32 MFA Financial MFA 7.1 dd 2.82 –0.11 .05
.06
91.12 31.37
7.70
NatlHealthInv NHI 7.9 13 56.05 –0.86 1.1025
PQ 40.78 14.40 RE/MAX RMAX 2.7 32 32.34 –2.74 .22
K 15.24
34.37
4.34
11.43
MGIC Investment
MGMGrowthProp
MTG
MGP
2.4
7.4 66
7 10.06
26.45
–0.46
–0.87 .4875
25.81
97.90 66.60
NatlOilwell
NatlPrestoInds
NOV
NPK
.0
1.2
dd
12
8.40
83.09
–0.79
–0.69
.05
5.00
14.50
410.49
3.50
73.14
REV
RH
REVG
RH
.0
...
dd
40
7.85
335.23
–0.40
–58.85
.05
...
34.64 5.90 MGM Resorts MGM .0 5 20.57 –2.79 .0025 59.05 24.04 NatlRetailProp NNN 6.5 25 32.01 –3.19 .52 34.91 4.06 PBF Energy PBF .0 dd 4.67 –0.80 .30 99.93 66.02 RLI RLI 1.1 31 86.70 –6.79 .24
25.98 9.41 KAR Auction KAR .0 76 14.56 –0.63 .19 49.44 9.62 MI Homes MHO ... 7 40.92 –3.05 ... 38.22 19.34 NatlStorage NSA 4.0 cc 33.89 –0.21 .34 21.96 3.06 PBF Logistics PBFX 16.3 3 7.34 –1.11 .30 18.17 3.88 RLJ Lodging RLJ .5 dd 8.18 –0.82 .01
42.90 20.93 KB Fin KB 4.1 5 35.73 –1.89 1.6631 24.90 18.34 MinisoGroup MNSO ... dd 19.10 –0.32 ... 23.90 7.93 Natura&Co NTCO .0 dd 15.95 –1.69 .067 18.34 5.83 PG&E PCG ... dd 9.56 –0.69 ... 12.89 9.60 RMG Acqn RMG.UT ... ... 10.63 –0.05 ...
42.20 9.82 KB Home KBH 1.9 10 32.25 –5.37 .15 6.85 0.88 MOGU MOGU ... dd 2.55 –0.40 ... 13.14 2.62 NaturalGasSvcs NGS ... dd 8.70 –0.64 ... 111.51 91.42 PG&EUn PCGU 4.1 ... 99.62 –5.45 .6875 11.88 9.50 RMGAcqn RMG ... cc 10.11 –0.09 ...
31.92 12.00 KBR KBR 1.8 dd 22.29 –2.49 .10 27.36 6.87 MPLX MPLX 16.0 dd 17.21 –0.17 .6875 17.39 5.41 NaturalGrocers NGVC 2.6 14 10.64 –0.68 .07 20.10 6.88 PGT Innovations PGTI ... 27 16.58 –1.20 ... 3.33 0.40 RMG Acqn Wt RMG.WT ... ... 1.21 –0.38 ...
76.50 31.79 KE Holdings BEKE ... ... 69.75 –0.24 ... 15.47 3.31 MRC Global MRC ... dd 4.26 –0.56 ... 27.37 8.50 NaturalResPtrs NRP 14.7 dd 12.25 +0.22 .45 15.29 1.36 PHX Minerals PHX 2.7 dd 1.50 –0.12 .01 5.35 1.72 RPC RES ... dd 2.38 –0.38 ...
37.97 15.55 KKR KKR 1.6 cc 34.15 –3.25 .135 147.00 83.57 MSA Safety MSA 1.3 37 131.92 –11.57 .43 7.97 0.37 Natuzzi NTZ ... dd 6.16 –0.71 ... 76.45 23.63 PJT Partners PJT .3 19 67.66 –0.59 .05 90.84 42.85 RPM RPM 1.8 29 84.67 –5.03 .38
22.03 6.84 KKR RealEstFin KREF 10.3 19 16.71 –0.07 .43 398.49 218.65 MSCI MSCI .9 52 349.84 –0.71 .78 7.05 2.34 NatWest NWG .0 35 3.19 +0.01 .1296 30.58 15.91 PLDT PHI 4.1 13 26.95 –0.16 .7806 15.18 4.62 RPTRealty RPT .0 6 4.89 –0.63 .22
11.98 6.66 KT KT 3.9 9 9.62 –0.59 .4444 79.87 44.93 MSC Industrial MSM 4.3 15 69.66 +1.65 .75 27.65 1.20 Nautilus NLS ... dd 21.69 –4.70 ... 10.00 9.88 PMV Consumer PMVC.UT ... ... 9.95 +0.01 ... 4.54 0.72 RR Donnelley RRD .0 dd 1.17 –0.08 .03
52.84 15.06 K12 LRN ... 21 23.87 –4.83 ... 18.54 8.52 MSG Networks MSGN ... 3 8.94 –0.92 ... 13.99 3.80 NavigatorHldgs NVGS ... dd 6.85 –1.23 ... 161.79 79.41 PNC Fin PNC 4.1 7 111.88 –2.93 1.15 6.21 2.22 RYBEducation RYB ... dd 2.76 +0.06 ...
127.16 52.71 Kadant KAI .8 28 115.12 –4.88 .24 10.45 3.00 MVC Capital MVC 9.3 dd 7.30 –0.55 .17 9.18 2.09 NaviosMaritime NNA 32.7 dd 3.67 –0.25 .30 56.14 27.08 PNM Resources PNM 2.5 23 50.00 –0.03 .3075 2.69 0.18 RaMedicalSys RMED ... dd .18 –0.04 ...
1.69 0.40 KaleyraWt KLR.WT ... ... 1.55 +0.07 ... 6.63 1.76 MV Oil MVO 19.1 3 2.56 –0.18 .095 5.59 1.30 NaviosMaritime NM ... dd 1.51 –0.05 ... 52.80 26.27 POSCO PKX 2.9 19 46.31 –2.38 .4133 26.32 9.53 RadianGroup RDN 2.8 8 17.95 –0.65 .125
68.24 29.38 Kaman KAMN 2.0 19 39.66 –3.37 .20 29.74 4.81 Macerich MAC 8.6 11 6.96 –0.53 .15 21.18 4.08 NaviosMaritime NMM 3.4 dd 5.85 –0.51 .05 138.40 69.77 PPG Ind PPG 1.7 29 129.72 –4.55 .54 23.76 9.40 Rafael RFL ... dd 16.40 –0.54 ...
200.00 92.86 KSCitySouthern KSU .9 29 176.14 –8.32 .40 23.89 10.64 Mack-Cali CLI .0 dd 10.99 –1.24 .20 45.25 15.01 NavistarIntl NAV ... dd 43.11 +0.35 ... 36.83 18.12 PPL PPL 6.0 12 27.50 –1.17 .415 128.29 59.82 RalphLauren RL .0 dd 66.85 –10.54 .6875
72.88 52.66 Kellogg K 3.6 18 62.89 –3.87 .57 45.93 12.50 MacquarieInfr MIC .0 29 25.80 –2.12 1.00 10.14 9.92 NavSight NSH.UT ... ... 9.97 +0.01 ... 17.26 8.50 PQ Group PQG ... 25 11.56 –1.03 ... 9.41 1.61 RangeResources RRC .0 dd 6.58 –2.51 .02
85.70 53.81 Kemper KMPR 1.9 9 61.66 –5.13 .30 18.57 4.38 Macy's M .0 dd 6.21 –1.02 .3775 77.55 33.44 Neenah NP 5.0 dd 37.63 –1.93 .47 68.81 19.73 PROS PRO ... dd 28.17 –5.57 ... 7.99 2.27 RangerEnergySvcs RNGR ... dd 2.45 –0.40 ...
38.73 14.45 Kennametal KMT 2.6 dd 31.00 –3.45 .20 100.00 58.67 MSG Entertainment MSGE ... ... 65.00 –5.34 ... 68.67 36.70 Nelnet NNI 1.3 20 61.04 –5.16 .20 181.99 102.48 PSBusinessParks PSB 3.7 33 114.03 –4.30 1.05 11.56 5.70 Ranpak PACK ... dd 8.53 –1.55 ...
23.50 10.98 KennedyWilson KW 6.7 15 13.18 –1.02 .22 225.62 130.12 MSG Sports MSGS ... dd 141.64 –13.88 ... 10.34 4.65 NeoPhotonics NPTN ... 21 6.81 +0.08 ... 108.06 28.40 PVH PVH .0 dd 58.29 –6.65 .0375 102.45 54.21 RaymondJames RJF 1.9 13 76.44 –4.67 .37
25.95 10.56 KenonHoldings KEN 12.4 5 24.80 –1.15 1.21 65.34 22.02 MagellanMid MMP 11.6 8 35.54 –1.94 1.0275 6.00 1.38 Nesco NSCO ... dd 4.15 –0.39 ... 6.65 0.21 PacificDrilling PACD ... dd .23 –0.03 ... 4.87 0.90 RayonierAdvMatls RYAM ... dd 3.43 –0.88 ...
November 2, 2020 BARRON’S M15

New York Stock Exchange Composite List

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. NYSE CUMULATIVE DAILY BREADTH vs DJIA
33.10 15.96 Rayonier RYN 4.3 77 25.38 –2.64 .27 23.48 7.60 SilvergateCapital SI ... 21 22.36 +1.67 ... 99.69 53.95 TaroPharm TARO ... dd 58.63 –1.37 ...
93.45 40.71 RaytheonTech RTX 3.5 dd 54.32 –8.25 .475 158.40 42.25 SimonProperty SPG 10.8 11 62.81 –4.07 1.30 14.03 3.92 TataMotors TTM ... dd 8.77 –0.55 ...
16.90 3.92 ReadyCapital RC 10.7 33 11.24 –0.72 .30 104.34 47.02 SimpsonMfg SSD 1.0 21 88.72 –8.24 .23 53.40 26.24 TaubmanCtrs TCO .0 dd 33.42 –1.93 .675 Losing Ugly: NYSE Composite breadth fell for the second time in three
13.88 2.09 Realogy RLGY ... dd 11.16 +1.11 ... 137.73 53.29 SiteOneLandscape SITE ... 52 119.49 –5.98 ... 28.47 6.39 TaylorMorrison TMHC ... 13 21.60 –3.65 ...
84.92
6.62
38.00
1.16
RealtyIncome
RedLionHotels RLH
O 4.9
...
40
dd
57.86
1.73
–2.89
–0.21
.234
...
46.86
44.50
8.75
17.06
SixFlags
SkechersUSA
SIX
SKX
.0
...
dd
34
21.62
31.71
–1.06
–2.51
.25
...
18.64
21.84
3.75
4.49
Team
TechnipFMC
TISI
FTI
...
2.4
dd
dd
5.36
5.53
–0.61
–0.94
...
.13
weeks as the S&P 500 suffered its biggest weekly decline since March,
11.57
11.00
10.03
9.90
RedBallAcqn
RedBallAcqnA
RBAC.UT
RBAC
...
...
...
...
10.36
9.98
–0.34
–0.22
...
...
37.03
40.07
10.82
15.10
SkylineChamp
SlackTech
SKY
WORK
...
...
28
dd
25.65
25.58
–1.44
–3.18
...
...
17.77
5.73
5.60
1.70
TeckRscsB
Teekay
TECK
TK
1.1
...
dd
dd
13.14
1.76
–0.71
–0.29
.0379
...
losing 5.6%. Declining stocks outpaced risers by nearly 9 to 1.
2.20 1.29 RedBallAcqnWt RBAC.WT ... ... 1.54 –0.08 ... 60.80 30.91 Smartsheet SMAR ... dd 49.85 –6.24 ... 16.74 7.00 TeekayLNG un TGP 9.6 8 10.41 –0.88 .25 BREADTH DJIA
18.01 2.14 RedwoodTrust RWT 6.6 dd 8.50 –0.24 .14 58.05 33.81 SmithAO AOS 2.0 27 51.69 –3.24 .26 26.92 8.90 TeekayTankers TNK ... 1 9.43 –0.53 ...
103.32 51.99 RegalBeloit RBC 1.2 23 98.65 –1.56 .30 52.26 26.07 Smith&Nephew SNN 2.1 39 35.07 –3.41 .288 16.82 12.12 TejonRanch TRC ... 41 13.71 –1.24 ... 564000 29500
34.93 10.33 RegionalMgmt RM ... 8 20.32 –1.36 ... 125.62 91.88 Smucker SJM 3.2 15 112.20 –3.34 .90 253.00 74.33 TeladocHealth TDOC ... dd 196.46 –19.86 ... BREADTH 556,408
17.54 6.94 RegionsFin RF 4.7 17 13.30 –0.48 .155 44.18 7.89 Snap SNAP ... dd 39.39 –3.78 ... 12.35 6.22 TelecomArgentina TEO ... dd 6.41 –1.03 ... s
20.91 4.22 Regis RGS ... dd 5.54 –0.97 ... 172.61 90.72 SnapOn SNA 2.7 15 157.53 –11.86 1.08 398.99 195.34 TeledyneTech TDY ... 30 309.15 –31.31 ...
169.26 55.39 ReinsGrp RGA 2.8 11 101.02 –7.28 .70 319.00 208.55 Snowflake SNOW ... dd 250.02 –15.03 ... 409.27 221.27 Teleflex TFX .4 41 318.23 –48.01 .34 546400 27400
12.02 10.72 ReinventTechPtrs RTP.UT ... ... 10.75 –0.25 ... 27.00 10.55 SocCapHedII A IPOB ... ... 16.44 –3.00 ... 14.68 7.08 TelefonicaBras VIV 7.4 12 7.36 –0.43 .0632
122.17 70.57 RelianceSteel RS 2.3 18 108.99 –2.25 .625 14.53 10.05 SocialCapHedII IPOC.UT ... ... 10.39 –0.48 ... 7.73 3.22 Telefonica TEF 9.7 dd 3.32 –0.39 .2173
202.68 113.27 RenaissanceRe RNR .9 13 161.72 –16.50 .35 7.89 2.60 SocCapHedII Wt IPOB.WT ... ... 4.30 –1.82 ... 30.01 16.06 TelekmIndonesia TLK 3.5 13 17.09 –0.95 .824
4.39 0.85 ReneSola SOL ... dd 3.07 –0.50 ... 29.32 10.10 SocialCapHedIII IPOB.UT ... ... 17.81 –3.34 ... 25.64 14.05 Telephone&Data TDS 4.0 12 17.00 –0.36 .17 528800 25300
6.23 0.45 Renren RENN ... ... 3.70 –1.56 ... 13.35 9.87 SocialCapHedIII IPOC ... ... 10.02 –0.18 ... 100.39 22.00 TempurSealy TPX ... 19 89.00 +0.37 ... s
10.60 9.49 ReplayAcqn RPLA ... cc 10.06 –0.08 ... 4.26 1.33 SocialCapHedWt IPOC.WT ... ... 1.40 –0.68 ... 23.54 8.86 Tenaris TS .0 dd 9.56 –0.82 .26
10.99 9.60 ReplayAcqnUn RPLA.UT ... ... 10.55 +0.05 ... 12.27 10.56 SocialCapHedIV IPOD.UT ... ... 10.70 –0.49 ... 17.97 9.22 TencentMusic TME ... 45 14.88 –0.04 ... DJIA
1.20 0.45 ReplayAcqnWt RPLA.WT ... ... .92 –0.05 ... 10.90 10.20 SocialCapHedV IPOE.UT ... ... 10.25 –0.30 ... 39.37 10.00 TenetHealthcare THC ... dd 24.54 –4.62 ... 511200 23200
100.91 65.37 RepublicSvcs RSG 1.9 27 88.17 –4.70 .425 10.65 10.05 SocialCapHedVI IPOF.UT ... ... 10.09 –0.20 ... 87.06 46.64 Tennant TNC 1.5 25 59.62 –2.40 .23
14.90 3.72 ResideoTech REZI ... dd 10.08 –0.69 ... 37.85 15.20 SOQUIMICH SQM 1.2 44 37.01 –0.27 .1777 16.29 2.21 Tenneco TEN ... dd 8.62 –0.59 ...
209.00 108.85 ResMed RMD .8 45 191.94 +8.91 .39 8.94 2.95 Sogou SOGO ... cc 8.90 +0.02 ... 31.42 17.62 Teradata TDC ... 18 18.37 –2.19 ...
5.39 1.14 ResoluteForest RFP ... dd 4.59 –0.45 ... 14.75 4.50 SolarisOilfield SOI 7.1 dd 5.93 –0.37 .105 31.28 11.54 Terex TEX .0 cc 24.69 –2.12 .12 493600 21100
68.40 25.08 RestaurantBrands QSR 4.0 28 52.00 –4.78 .52 22.39 11.50 SolarWinds SWI ... cc 20.43 –1.28 ... 48.43 17.63 Terminix TMX ... 95 47.09 –0.60 ...
14.30 2.87 RetailPropofAmer RPAI 3.8 cc 5.24 –0.64 .05 46.84 9.00 SonicAutomotive SAH 1.1 dd 36.06 –3.42 .10 64.24 42.12 TerrenoRealty TRNO 2.1 52 56.28 –3.84 .29
38.85
26.80
8.32
3.97
RetailValue
Revlon
RVI
REV
16.4
...
13
dd
12.50
4.10
–1.21
–1.19
2.05
...
62.77
84.15
37.30
50.94
SonocoProducts
Sony
SON
SNE
3.5
.4
19
12
48.89
83.66
–4.32
+8.23
.43
.2276
2.13
13.76
0.22
6.25
TetraTech
TevaPharm
TTI
TEVA
...
...
dd
cc
.56
8.72
–0.03
–0.63
...
... 476000 19000
24.41 7.17 Revolve RVLV ... 36 18.08 –3.12 ... 33.43 18.24 SoJerseyInd SJI 6.1 ... 19.27 –1.21 .295 838.50 295.05 TexasPacLand TPL 2.2 16 450.41 –27.57 6.00 D J F M A M J J A S O
98.79 33.81 RexAmerRes REX ... dd 72.69 –2.87 ... 53.14 32.07 SouthJerseyIndsUn SJIU 10.9 ... 33.21 –1.89 .9063 17.33 5.50 Textainer TGH ... 16 14.46 –1.96 ...
53.48 31.79 RexfordIndlRealty REXR 1.9 81 46.46 –1.75 .215 71.10 41.96 Southern SO 4.5 19 57.45 –3.40 .64 51.53 20.26 Textron TXT .2 30 35.80 +0.61 .02 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
35.64 18.87 Rexnord RXN 1.0 25 32.08 –0.56 .08 57.75 36.39 SouthernUnSeriesA SOLN 6.7 ... 48.34 –2.71 .8438 490.71 250.21 ThermoFisherSci TMO .2 39 473.12 –7.05 .22 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
13.69 11.03 RibbitLeapUn LEAP.UT ... ... 12.16 +0.05 ... 52.98 23.43 SoCopper SCCO 3.8 31 52.34 +0.39 .50 27.73 9.98 Thermon THR ... 78 10.09 –1.62 ... plot. Dec. 31, 1985 =1000.
10.20 9.91 RiceAcqn RICE.UT ... ... 10.00 ... ... 58.83 22.47 SouthwestAir LUV .0 dd 39.53 –3.26 .18 11.52 5.64 ThirdPointReins TPRE ... dd 7.78 –0.42 ...
317.84 134.85 RingCentral RNG ... dd 258.34 –26.41 ... 87.97 45.68 SouthwestGas SWX 3.5 17 65.72 –3.48 .57 83.75 52.23 ThomsonReuters TRI 2.0 24 77.85 –4.10 .38
66.55 35.35 RioTinto RIO 6.8 13 56.77 –2.83 1.55 3.90 1.06 SouthwesternEner SWN ... dd 2.67 –0.47 ... 121.33 32.30 ThorIndustries THO 1.9 21 84.58 –3.65 .41
65.98 25.92 RitchieBros RBA 1.5 44 60.63 –1.17 .22 23.90 9.85 SpartanEnergy SPAQ.UT ... ... 9.85 –1.45 ... 12.56 4.60 3D Systems DDD ... dd 5.69 –1.97 ...
23.88 7.49 RiteAid RAD ... dd 9.14 –0.85 ... 64.72 19.59 SpectrumBrands SPB 3.0 dd 56.87 –3.68 .42 182.55 114.04 3M MMM 3.7 19 159.96 –9.84 1.47 52-Week Tick Div 52-Week Tick Div
0.04 ... RivernorthOppsRt RIV.RT ... ... .01 –0.01 ... 87.96 50.58 Spire SR 4.4 48 56.04 –2.64 .6225 20.29 4.09 Tidewater TDW ... dd 5.86 –0.35 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
63.84 32.38 RobertHalf RHI 2.7 18 50.69 –0.98 .34 92.81 13.69 SpiritAeroSys SPR .2 dd 18.19 –2.29 .01 2.40 0.46 TidewaterWtA TDW.WTA ... ... .50 –0.04 ...
34.42 17.50 RocketCos. RKT ... ... 18.23 –2.34 ... 47.50 7.01 SpiritAirlines SAVE ... 97 17.57 –1.01 ... 2.12 0.17 TidewaterWtB TDW.WTB ... ... .21 –0.05 ... 14.52 4.54 US Steel X .4 dd 9.66 –0.29 .01 106.09 70.87 WasteConnections WCN .8 cc 99.32 –4.30 .205
251.95 115.38 Rockwell ROK 1.7 36 237.12 –5.98 1.02 54.63 18.37 SpiritRealtyCap SRC 8.3 45 30.05 –3.61 .625 134.42 103.89 Tiffany TIF 1.8 64 130.84 +7.30 .58 335.65 187.72 UnitedHealth UNH 1.6 18 305.14 –25.46 1.25 126.79 85.34 WasteMgt WM 2.0 29 107.91 –8.79 .545
51.29 32.20 RogersComm B RCI 3.7 17 40.61 –3.43 .3804 10.88 9.89 SportsEntAcqn SEAH.UT ... ... 9.98 –0.01 ... 12.75 3.46 Tilly's TLYS .0 cc 6.14 –0.77 1.00 109.28 65.11 UnitySoftware U ... ... 94.88 –2.40 ... 245.68 154.39 Waters WAT ... 28 222.82 +0.87 ...
152.77 75.72 Rogers ROG ... cc 121.22 +9.39 ... 299.67 109.18 Spotify SPOT ... dd 239.89 –43.60 ... 20.32 10.14 Tim TIMB 1.3 11 10.30 –1.13 .1841 24.77 6.40 Univar UNVR ... cc 16.59 –2.41 ... 249.30 132.97 Watsco WSO 3.2 34 224.14 –11.28 1.775
62.43 30.72 Rollins ROL .6 76 57.85 –2.35 .0533 18.78 9.83 SpragueRscs SRLP 16.6 21 16.10 +0.39 .6675 61.82 22.26 Timken TKR 1.9 13 59.70 –1.56 .28 58.30 37.04 Universal UVV 7.7 13 39.85 –2.32 .77 242.80 139.00 Watsco B WSO.B 3.2 34 224.50 –10.78 1.775
455.72 240.00 RoperTech ROP .6 25 371.34 –57.26 .5125 43.63 13.30 Sprott SII 3.1 44 29.85 –3.78 .2131 8.00 2.16 TimkenSteel TMST ... dd 3.87 –0.25 ... 132.41 52.77 UniversalHealth UHT 5.2 37 53.47 –3.98 .69 115.04 69.02 WattsWater WTS .8 32 110.77 –1.71 .23
82.74 49.55 RoyalBkCanada RY 4.7 12 69.99 –3.31 .8213 193.44 32.33 Square SQ ... cc 154.88 –21.89 ... 4.01 1.05 TItanIntl TWI .0 dd 2.75 –0.05 .005 148.27 65.20 UniversalHealthB UHS .0 13 109.55 –6.03 .20 349.08 21.70 Wayfair W ... dd 248.03 –17.82 ...
135.32 19.25 RoyalCaribbean RCL .0 dd 56.42 –8.06 .78 28.08 15.32 St.Joe JOE 1.0 50 27.04 +0.41 .07 50.42 13.28 Toll Bros TOL 1.0 13 42.28 –4.98 .11 30.79 10.84 UnivInsurance UVE 5.1 dd 12.47 –1.88 .16 54.04 18.16 WebsterFin WBS 5.0 12 32.21 –1.53 .40
61.17 21.26 RoyalDutchA RDS.A 8.4 dd 25.55 –0.06 .333 55.85 33.94 StandardMotor SMP 2.2 17 45.80 –0.78 .25 38.92 28.99 TootsieRoll TR 1.2 31 29.88 –0.68 .09 9.76 2.75 UnvlTechInst UTI ... dd 4.59 –0.63 ... 6.46 0.73 Weidai WEI ... 3 1.79 –0.11 ...
62.27 19.19 RoyalDutchB RDS.B 10.4 dd 24.15 –0.21 .333 81.69 37.50 StandexInt SXI 1.5 38 62.09 –2.97 .24 191.79 54.83 TopBuild BLD ... 25 153.21 –26.03 ... 31.32 9.58 UnumGroup UNM 6.5 4 17.66 –2.36 .285 32.17 12.21 WeingartenRealty WRI 4.5 8 15.86 –1.12 .18
57.38 22.62 RyderSystem R 4.5 dd 49.26 –2.32 .56 180.94 70.00 StanleyBlackDck SWK 1.7 27 166.20 –11.81 .70 88.96 52.07 Toro TTC 1.2 30 82.10 –2.72 .25 21.73 6.98 UrbanEdgeProp UE .0 9 9.40 –1.10 .22 59.39 32.44 WeisMarkets WMK 2.7 12 45.41 –2.16 .31
12.54 3.76 RyersonHolding RYI ... dd 7.87 +0.24 ... 112.04 50.68 StanleyB&D Un SWT 5.0 ... 104.38 –5.11 1.3125 58.40 33.74 TorontoDomBk TD 5.4 11 44.23 –1.83 .5968 19.87 8.18 UrstadtBiddle UBP 5.8 27 8.67 –0.26 .125 19.81 3.17 Welbilt WBT ... cc 6.08 –1.27 ...
91.57 13.25 RymanHospitality RHP .0 dd 39.85 –4.12 .95 33.81 21.42 Stantec STN 1.6 22 28.71 –1.86 .116 11.20 10.15 TortoiseAcqnII SNPR.UT ... ... 10.22 –0.15 ... 24.88 8.22 UrstadtProp A UBA 5.9 29 9.51 –0.53 .14 54.75 20.76 WellsFargo WFC 1.9 58 21.45 –1.83 .10
9.95 6.11 StarGroup SGU 5.6 10 9.46 –0.14 .1325 56.91 22.13 Total TOT ... dd 30.33 –2.54 ... 92.26 43.01 UsanaHealth USNA ... 14 75.65 –10.21 ... 91.10 24.27 Welltower WELL 4.5 cc 53.77 –2.49 .61
19.16 9.84 UtzBrands UTZ 1.2 cc 16.96 –0.72 .05 61.32 13.52 WescoIntl WCC ... 15 41.24 –4.26 ...
S 10.53
10.00
9.89
9.64
StarPeakEner
StrPeakEnerA
STPK.UT
STPK
...
...
...
...
9.98
9.65
–0.09
–0.09
...
...
10.34
145.41
3.54
108.01
TownsquareMedia
ToyotaMotor
TSQ
TM
.0
1.5
dd
13
4.52
131.29
–0.19
–1.99
.075
2.2251 7.00 1.15 UtzBrandsWt UTZ.WT ... ... 6.09 –0.29 ... 303.14
58.94
124.53
20.90
WestPharmSvcs
WestAllianceBcp
WST
WAL
.2
2.4
66
9
272.07
41.20
–9.86
–0.95
.17
.25
2.00 0.96 StrPeakEnerWt STPK.WT ... ... 1.01 –0.22 ... 135.90 70.00 TraneTech TT 1.6 36 132.75 +3.53 .53
169.30
379.87
90.90
186.06
SAP
S&P Global
SAP
SPGI
1.2
.8
23
32
106.83
322.73
–42.85
–14.70
1.7119
.67
6.18
8.30
2.51
2.75
Starrett A
Startek
SCX
SRT
...
...
dd
dd
2.63
5.25
–0.32
+0.05
...
...
8.50
41.50
3.63
16.00
Transalta
TrancntlRlty
TAC
TCI
2.2
...
26
dd
5.93
22.00
–0.59
–1.74
.0317
...
V 11.33
22.71
1.37
2.90
WesternAssetMort
WesternMidstrm
WMC
WES
10.3
19.1
dd
9
1.94
8.15
–0.17
–1.23
.05
.311
10.26 9.50 SC Health SCPE ... cc 10.03 –0.05 ... 26.33 7.59 StarwoodProp STWD 13.7 10 13.97 –1.21 .48 673.51 200.06 TransDigm TDG .0 43 477.41 –24.56 32.50 28.45 17.39 WesternUnion WU 4.6 13 19.44 –2.53 .225
10.18 3.56 VEREIT VER 5.0 dd 6.20 –0.55 .077 75.65 28.99 WestlakeChem WLK 1.6 22 67.62 –4.04 .27
1.31 0.81 SC Health Wt SCPE.WT ... ... 1.02 –0.05 ... 85.89 42.10 StateStreet STT 3.5 9 58.90 –6.41 .52 7.28 0.65 Transocean RIG ... dd .67 –0.17 ... 100.25 45.07 VF VFC 2.9 dd 67.20 –7.63 .49 26.48 10.31 WestlakeChemPtrs WLKP 10.4 10 18.12 –1.26 .4714
11.74 9.25 SCVX SCVX.UT ... ... 10.50 –0.07 ... 12.99 4.31 SteelPartners SPLP ... dd 5.34 –0.45 ... 7.70 3.72 TransportadGas TGS ... 5 4.82 +0.08 ... 10.03 9.85 VG Acqn VGAC.UT ... ... 9.88 –0.08 ...
12.37 9.20 SCVX SCVX ... ... 9.88 –0.12 ... 19.40 7.98 WestpacBanking WBK 9.4 14 12.70 –0.78 .551
23.02 7.02 Steelcase SCS 3.8 9 10.44 –1.62 .10 101.16 52.50 TransUnion TRU .4 47 79.66 –6.39 .075 12.44 7.04 ViaOptronics VIAO ... ... 10.51 +1.51 ... 44.39 21.50 WestRock WRK 2.1 13 37.55 –2.69 .20
1.94 0.33 SCVX Wt SCVX.WT ... ... 1.10 ... ... 119.33 69.33 Stepan SCL 1.0 23 116.44 –1.83 .305 141.87 76.99 Travelers TRV 2.8 14 120.71 –5.26 .85
47.70 22.23 Seacor CKH ... 44 30.63 –1.58 ... 37 ...
28.75 9.85 VICI Prop VICI 5.8 25 22.95 –1.16 .33 31.92 9.42 Westwood WHG .0 41 9.66 –1.60 .43
192.97 105.69 Steris STE .9 177.19 –10.35 .40 11.41 10.22 TrebiaAcqn TREB.UT ... 10.37 –0.30 ... 5.11 1.26 VOC Energy VOC 12.0 4 1.88 –0.04 .085 31.58 13.10 Weyerhaeuser WY .0 66 27.29 –2.14 .34
14.52 1.46 SeacorMarine SMHI ... dd 1.72 –0.33 ... 21.63 7.01 SterlingBancorp STL 2.1 11 13.38 –0.20 .07 10.75 9.83 TrebiaAcquisition TREB ... ... 9.89 –0.07 ... 2.60 0.70 VaalcoEnergy EGY ... dd .85 –0.12 ... 57.89 18.66 WheatonPrecMet WPM .9 58 46.11 –2.46 .10
14.91 6.15 SFL SFL 15.4 ... 6.51 –0.76 .25 49.48 20.26 StewartInfo STC 2.8 11 42.39 –2.24 .30 1.90 0.95 TrebiaAcqnWt TREB.WT ... ... 1.44 –0.02 ... 255.37 125.00 VailResorts MTN .0 cc 232.04 –17.97 1.76 207.30 64.00 Whirlpool WHR 2.7 13 184.96 –13.15 1.25
31.61 17.03 SINOPEC SHI 7.9 dd 18.61 –1.16 1.4774 69.10 31.13 StifelFinancial SF 1.2 11 58.46 –4.07 .17 9.07 4.23 TrecoraResources TREC ... dd 5.92 –0.73 ... 13.67 6.49 Vale VALE ... 42 10.57 –0.74 ... 1168.21 629.21 WhiteMtnIns WTM .1 30 908.33 –44.14 1.00
15.82 3.60 SITE Centers SITC .0 43 6.81 –0.87 .20 35.34 14.67 STMicroelec STM .6 30 30.54 –3.47 .042 23.48 11.31 Tredegar TG 3.3 cc 14.58 –1.04 .12 101.99 31.00 ValeroEnergy VLO 10.2 dd 38.61 –3.36 .98 14.36 4.71 WhitestoneREIT WSR 7.0 13 5.96 –0.45 .035
74.99 45.60 SJW Group SJW 2.1 67 60.69 –3.60 .32 1.68 0.46 StoneMor STON ... dd .86 –0.06 ... 56.03 33.50 TreeHouseFoods THS ... dd 38.84 –3.31 ... 26.28 9.02 Valhi VHI 2.4 10 13.60 +0.11 .08 28.00 13.44 WhitingPetrol WLL ... dd 14.60 –1.94 ...
23.80 14.07 SK Telecom SKM 3.4 17 21.06 –2.11 .0571 32.27 13.87 Stoneridge SRI ... dd 22.83 –0.47 ... 81.23 28.11 Trex TREX ... 49 69.54 –7.10 ... 154.86 82.60 ValmontInds VMI 1.3 22 141.95 –6.58 .45 8.12 2.95 WideOpenWest WOW ... 19 4.99 –0.26 ...
96.39 35.16 SLGreenRealty SLG 8.3 17 42.81 –4.58 .295 227.39 124.54 Stryker SYK 1.1 48 202.01 –19.89 .575 14.90 9.38 TrineAcqnUn TRNE.UT ... ... 11.17 –0.76 ... 23.90 9.06 Valvoline VVV 2.3 12 19.67 –0.64 .113 50.05 30.00 Wiley A JW.A 4.4 dd 30.96 –1.97 .3425
12.40 0.90 SM Energy SM 1.2 dd 1.61 ... .01 21.10 12.48 StudioCity MSC ... dd 15.46 –0.06 ... 12.99 9.40 TrineAcqn TRNE ... cc 10.20 –0.45 ... 54.42 6.86 Vapotherm VAPO ... dd 29.95 –1.90 ... 49.41 30.44 Wiley B JW.B 4.4 dd 30.79 –1.74 .3425
6.00 0.51 SOS SOS ... ... 1.92 –0.61 ... 90.74 38.44 SturmRuger RGR 2.3 18 66.86 +5.28 .56 4.01 0.35 TrineAcqnWt TRNE.WT ... ... 1.70 –0.28 ... 176.19 89.62 VarianMed VAR ... 59 172.80 +0.24 ... 24.17 8.41 Williams WMB 8.3 cc 19.19 –0.77 .40
53.76 25.50 SPX SPXC ... 18 42.39 –7.91 ... 24.45 8.64 SuburbanPropane SPH 7.3 20 16.44 –1.66 .30 73.82 27.79 TriNet TNET ... 16 68.92 –3.33 ... 14.42 7.92 VectorGroup VGR 8.7 21 9.19 –1.12 .20 107.09 26.01 Williams-Sonoma WSM 2.3 18 91.21 –8.17 .48
49.94 15.74 SPX FLOW FLOW ... dd 42.35 –4.64 ... 7.56 4.49 SumitomoMits SMFG 5.3 7 5.54 –0.20 .1854 24.64 14.53 TrinityIndustries TRN 4.0 dd 18.84 –2.28 .19 59.24 28.90 Vectrus VEC ... 16 39.52 –2.24 ... 72.65 16.94 Winnebago WGO 1.0 26 46.95 –1.39 .12
16.00 12.98 SQZ Biotech SQZ ... ... 13.25 ... ... 12.59 2.32 SummitHotelProp INN .0 dd 5.28 –0.54 .18 50.14 14.16 Trinseo TSE 5.0 dd 31.82 –2.62 .40 9.41 3.24 Vedanta VEDL 13.4 dd 5.12 –0.51 .4946 5.50 2.52 Wipro WIT ... 21 4.84 –0.20 ...
34.09 17.54 STAG Indl STAG 4.6 42 31.12 –1.62 .12 25.22 7.51 SummitMaterials SUM ... 15 17.69 –2.10 ... 21.51 9.13 Triple-S Mgmt GTS ... 10 18.52 –1.34 ... 313.99 118.11 VeevaSystems VEEV ... cc 270.05 –26.80 ... 34.70 12.19 WolverineWwide WWW 1.5 39 26.67 –1.53 .10
40.96 13.00 StoreCapital STOR 5.6 22 25.70 –2.42 .36 5.30 0.50 SummitMidstream SMLP .0 dd .70 –0.15 .125 17.06 2.80 TriplePtVent TPVG 13.6 27 10.55 –0.35 .36 14.90 2.24 VelocityFinl VEL ... dd 4.35 –0.14 ... 32.22 15.54 WooriFin WF 5.5 8 23.93 –0.95 1.7264
42.98 23.02 SabineRoyalty SBR 9.2 10 28.27 –0.40 .1959 173.98 95.34 SunComms SUI 2.3 87 137.63 –3.97 .79 41.54 19.80 TritonIntl TRTN 6.2 10 36.88 –1.36 .57 4.31 1.12 VenatorMaterials VNTR ... dd 1.94 –0.11 ... 61.50 22.01 Workiva WK ... dd 55.31 –1.30 ...
1.83 0.74 SafeBulkers SB ... dd .89 –0.09 ... 50.13 24.37 SunLifeFinancial SLF 4.1 14 39.82 –2.58 .4164 29.38 3.02 TriumphGroup TGI .0 dd 6.60 –1.19 .04 65.30 13.35 Ventas VTR 4.6 36 39.47 –2.77 .45 44.37 18.36 WorldFuelSvcs INT 1.9 10 21.05 –2.34 .10
12.43 4.43 SafeguardSci SFE .0 dd 5.82 –0.33 1.00 6.64 2.33 SunCokeEnergy SXC 6.9 dd 3.49 –0.58 .06 12.40 3.97 Tronox TROX 2.9 2 9.77 +0.06 .07 18.90 5.25 Veoneer VNE ... dd 15.37 –2.41 ... 67.53 29.10 WW Ent WWE 1.3 22 36.36 –1.92 .12
71.55 31.83 Safehold SAFE .9 61 68.82 –2.18 .1622 34.56 9.61 SuncorEnergy SU 5.6 dd 11.29 –1.24 .1608 24.30 12.02 TrueBlue TBI ... dd 15.52 –2.91 ... 24.66 5.70 Veritiv VRTV ... dd 14.40 –2.19 ... 51.70 19.28 WorthingtonInds WOR 2.0 4 49.21 –1.57 .25
48.13 11.61 SailPointTechs SAIL ... cc 41.51 –4.01 ... 2.81 0.68 SunlandsTech STG ... dd 1.65 +0.02 ... 56.92 24.01 TruistFinl TFC 4.3 14 42.12 –1.82 .45 62.22 48.84 Verizon VZ 4.4 13 56.99 –0.97 .6275 53.13 13.74 WyndhamDest WYND 3.7 dd 32.63 –3.37 .30
284.50 115.29 Salesforce.com CRM ... 91 232.27 –18.25 ... 33.01 6.12 SunnovaEnergy NOVA ... dd 24.06 –2.80 ... 23.85 7.06 TsakosEnergy TNP 6.4 11 7.77 –0.59 .375 16.89 1.50 VermilionEnergy VET .0 dd 2.47 –0.47 .1729 63.66 14.50 WyndhamHtls WH .7 dd 46.51 –5.84 .08
21.98 6.28 SallyBeauty SBH ... 9 8.37 –1.00 ... 34.09 10.46 Sunoco SUN 13.1 21 25.17 –0.06 .8255 20.13 5.79 TufinSoftware TUFN ... dd 6.44 –0.76 ... 19.49 7.36 Verso VRS 5.1 1 7.78 –0.53 3.00
3.30 1.39 SanJuanBasin SJT 3.9 29 3.28 +0.28 .014 14.47 5.75 SunstoneHotelInv SHO .0 dd 7.42 –0.86 .05 34.41 1.15 Tupperware TUP ... 99 31.72 +9.24 ... .01
10.10
5.16
9.56
0.70
SandbridgeAcqn
SandRidgeEnergy
SBG.UT
SD
...
...
...
dd
9.90
1.72
–0.06
–0.20
...
...
4.45
10.15
0.90
10.06
SuperiorIndsIntl
SupernovaPtrs
SUP
SPNV.UT
...
...
dd
...
1.23
10.11
–0.23
–0.02
...
...
6.36
39.42
4.36
14.09
TurkcellIletism
TurningPoint
TKC
TPB
1.8
.5 93
7 4.41
37.47
–0.72
+5.79
.1178
.05
19.18
22.59
4.75
5.80
Vertiv
VertivUn
VRT
VERT.UT
.1
.0
dd
...
17.65
22.59
–1.19
+1.34 .01 XYZ
8.71 0.48 VertivWt VRT.WT ... ... 6.71 –0.79 ...
10.63 3.32 SandstormGold SAND ... cc 7.40 –0.76 ... 10.75 9.70 SustOppsAcqnA SOAC ... ... 9.87 –0.10 ... 12.00 3.01 TurquoiseHill TRQ ... 5 7.85 ... ... 70.23 11.25 Viad VVI .0 dd 20.00 –2.51 .10 2.17 0.47 XFinancial XYF ... dd .81 –0.03 ...
27.21 9.74 SantanderCons SC 4.3 12 20.34 –1.05 .22 11.55 9.85 SustOppsAcqnUn SOAC.UT ... ... 10.56 –0.05 ... 19.48 2.61 TutorPerini TPC ... dd 13.51 –0.24 ... 27.63 3.16 VinceHolding VNCE ... dd 4.00 –0.72 ... 101.85 38.47 XPO Logistics XPO ... cc 90.00 –5.35 ...
28.70 5.94 SaratogaInvt SAR 10.3 5 17.80 –1.48 .41 2.40 0.67 SustOppsAcqnWt SOAC.WT ... ... 1.03 –0.33 ... 341.70 68.06 Twilio TWLO ... dd 278.97 –27.13 ... 24.46 11.05 Vipshop VIPS ... 23 21.40 +2.43 ... 22.39 6.15 XeniaHotels XHR .0 dd 8.24 –1.18 .275
22.73 1.25 Sasol SSL ... dd 5.26 –1.04 ... 10.84 4.43 Suzano SUZ ... dd 8.66 –0.37 ... 30.45 7.22 TwinRiver TRWH .0 dd 24.27 –0.32 .10 42.49 6.90 VirginGalactic SPCE ... dd 17.42 –1.72 ... 39.47 14.22 Xerox XRX 5.8 13 17.38 –2.35 .25
57.16 23.49 SaulCenters BFS 8.6 18 24.75 –1.75 .53 19.99 10.30 Switch SWCH 1.4 cc 14.06 –1.46 .05 52.93 20.00 Twitter TWTR ... dd 41.36 –9.08 ... 7.79 2.85 VirnetX VHC .0 1 5.54 –0.34 1.00 4.05 1.68 XinyuanRealEst XIN 13.2 dd 1.82 –0.14 .025
41.14 11.87 Schlumberger SLB 3.3 dd 14.94 –0.46 .125 26.00 9.60 SwitchbackEner SBE.UT ... ... 14.50 –2.30 ... 15.85 2.25 TwoHarbors TWO 14.4 dd 5.06 –0.35 .14 217.35 133.93 Visa V .7 35 181.71 –16.30 .32 23.10 10.00 XPeng XPEV ... dd 19.38 –0.67 ...
28.13 15.36 SchneiderNatl SNDR 1.2 24 22.06 –1.97 .065 17.60 9.38 SwitchbackEnerA SBE ... cc 13.23 –2.38 ... 404.95 247.22 TylerTech TYL ... 83 384.38 –20.02 ... 23.25 11.23 Vishay VSH 2.3 25 16.22 –1.61 .095 93.15 54.62 Xylem XYL 1.2 71 87.14 –4.45 .26
51.65 28.00 SchwabC SCHW 1.8 19 41.11 +0.76 .18 5.45 0.30 SwitchbackEnerWt SBE.WT ... ... 3.96 –0.49 ... 94.24 42.57 TysonFoods TSN 2.9 12 57.23 –2.82 .42 37.62 16.56 VishayPrecision VPG ... 24 23.89 –2.32 ... 55.04 15.28 Yeti YETI ... 63 49.48 –1.26 ...
46.65 20.00 SchweitzerMaud SWM 5.3 11 33.20 –0.92 .44 38.18 12.15 SynchronyFin SYF 3.5 11 25.02 –2.73 .22 8.59 1.80 VistaOil&Gas VIST ... dd 1.99 –0.21 ... 12.14 2.25 YPF YPF ... dd 3.22 –0.39 ...
96.80
66.30
45.45
10.70
ScienceApplicat
ScorpioBulkers
SAIC
SALT
1.9
1.8
22
dd
76.37
10.98
–1.40
–3.20
.37
.05
156.36
40.32
52.06
10.91
Synnex
SynovusFin
SNX
SNV
.0
5.1
14
11
131.64
26.00
–13.74
–0.81
.40
.33 U 23.50
27.96
4.29
11.30
VistaOutdoor
Vistra
VSTO
VST
...
3.1
dd
15
19.77
17.37
–1.19
–1.91
...
.135
10.99
7.02
6.26
2.23
Yalla
YamanaGold
YALA
AUY
...
1.3
28
20
8.41
5.56
–0.58
–0.24
...
.0175
40.45 8.28 ScorpioTankers STNG 4.5 4 8.82 –1.89 .10 85.98 26.00 Sysco SYY 3.3 cc 55.31 –9.49 .45 2.56 0.26 VistraWt VST.WTA ... ... .29 +0.03 ... 37.49 12.89 Yelp YELP ... dd 19.67 –1.31 ...
176.08 76.50 ScottsMiracleGro SMG 1.7 26 150.05 –8.88 5.00 29.76 14.00 Systemax SYX 2.0 18 28.43 +4.21 .14 13.49 7.48 UBS Group UBS 3.1 8 11.69 –0.75 .365 32.00 8.51 VivintSmartHome VVNT ... dd 15.55 –2.37 ... 20.90 8.56 Yext YEXT ... dd 16.58 –0.87 ...
13.45 3.53 ScullyRoyalty SRL ... dd 3.76 –0.24 ... 51.25 29.20 UDR UDR 4.6 50 31.24 –1.55 .36 8.50 0.37 VivintSmartHmWt VVNT.WT ... ... 5.22 –1.50 ... 7.38 2.70 YirenDigital YRD ... 5 3.29 –0.05 ...
28.85
176.90
8.86
29.11
SculptorCapMgmt
Sea
SCU
SE
.0
...
dd
dd
10.84
157.70
–0.48
–5.26
.53
... T 48.20
16.64
21.75
8.63
UGI
UMH Prop
UGI
UMH
4.1
5.3
15
dd
32.34
13.63
–3.52
–0.55
.33
.18
173.37
36.86
86.00
15.89
VMware
VoceraComm
VMW
VCRA
...
...
30
dd
128.73
32.78
–20.47
+0.14
...
...
47.70
10.28
13.06
10.00
Youdao
YucaipaAcqn
DAO
YAC.UT
...
...
dd
...
25.19
10.03
–1.31
–0.09
...
...
20.73 5.25 SeabridgeGold SA ... dd 19.26 –0.08 ... 65.76 34.27 Unitil UTL 4.3 16 34.55 –5.39 .375 39.00 26.36 Vontier VNT ... ... 28.74 –1.55 ... 10.15 9.66 YucaipaAcqnA YAC ... ... 9.66 –0.19 ...
43.37 17.06 SealedAir SEE 1.6 15 39.59 –1.70 .16 83.68 42.36 TAL Education TAL ... cc 66.46 –3.85 ... 18.32 3.52 USA Compression USAC 21.0 dd 10.01 –0.87 .525 68.68 27.64 VornadoRealty VNO 6.9 ... 30.73 –3.34 .53 1.30 0.76 YucaipaAcqnWt YAC.WT ... ... .89 –0.03 ...
36.96 6.75 SeaWorldEnt SEAS ... dd 22.02 –1.80 ... 57.92 32.37 TC Energy TRP 6.2 12 39.46 –2.72 .608 37.75 23.91 US Cellular USM ... 14 29.12 –0.30 ... 63.81 29.75 VoyaFinancial VOYA 1.3 dd 47.93 –4.61 .15 107.62 54.95 YumBrands YUM 2.0 27 93.33 –7.95 .47
9.68 2.22 SelectEnergySvcs WTTR ... dd 3.02 –0.42 ... 44.65 18.00 TC PipeLines TCP 9.2 8 28.15 –1.51 .65 10.64 1.00 USD Partners USDP 15.0 dd 2.96 –0.29 .111 153.88 65.56 VulcanMatls VMC .9 31 144.84 –0.57 .34 59.35 38.33 YumChina YUMC .9 29 53.23 –2.04 .12
28.61 10.00 SelectMedical SEM ... 17 20.98 –2.19 ... 109.27 48.62 TE Connectivity TEL 2.0 dd 96.88 –9.42 .48 42.43 8.32 US Foods USFD ... dd 20.90 –4.39 ... 11.24 10.10 VyGlblGrowth VYGG.UT ... ... 10.29 –0.26 ... 38.99 20.26 ZTO Express ZTO .0 29 28.98 –1.29 .29
29.00 15.76 SelectQuote SLQT ... ... 17.22 –0.75 ... 18.31 9.61 Tegna TGNA 2.3 11 12.03 –1.26 .07 148.48 45.13 US PhysTherapy USPH 1.6 33 79.33 –2.77 .32 117.35 50.23 Zendesk ZEN ... dd 110.94 +0.70 ...
W
161.87 88.00 SempraEnergy SRE 3.3 9 125.36 –8.50 1.045 20.91 13.54 Telus TU 5.1 20 17.11 –1.27 .2207 6.55 0.79 US Silica SLCA .0 dd 2.72 –0.21 .02 161.11 74.37 ZimmerBiomet ZBH .7 cc 132.10 –10.61 .24
54.72 18.25 SensataTechs ST ... 72 43.71 –5.19 ... 23.65 9.59 Ternium TX ... 20 20.02 –1.48 ... 11.34 2.65 US Xpress USX ... cc 7.21 +0.13 ... 168.96 90.14 Zoetis ZTS .5 47 158.55 –4.94 .20
70.90 38.24 SensientTech SXT 2.4 41 65.43 –4.85 .39 50.44 15.24 TFI Intl TFII 1.7 16 44.56 –5.67 .1969 41.86 13.71 Uber UBER ... dd 33.41 –3.34 ... 17.79 6.21 Zuora ZUO ... dd 9.62 –1.19 ...
8.29 1.68 SequansComms SQNS ... dd 4.12 –1.02 ... 64.95 32.72 TJX TJX .0 90 50.80 –6.22 .23 207.24 110.01 Ubiquiti UI .9 32 185.61 –5.69 .40 6.10 1.07 W&T Offshore WTI ... 1 1.40 –0.33 ... 52.75 20.33 Zymeworks ZYME ... dd 39.12 –1.86 ...
45.70 5.00 SeritageGrowth SRG ... dd 12.73 –1.42 ... 10.10 10.00 TPGPaceBenFin TPGY.UT ... ... 10.01 –0.01 ... 6.68 1.97 UltraparPart UGP 3.2 58 2.84 –0.43 .0546 109.53 68.01 WEC Energy WEC 2.5 27 100.55 –1.61 .6325
10.00
52.89
533.37
33.93
238.29
ServiceCorp
ServiceNow
SCI
NOW
1.6
...
18
cc
46.31
497.57
+1.84
–16.44
.19
...
10.20
21.30 2.45
TPGPaceTechOpps
TPG RE Fin
PACE.UT
TRTX
...
10.2
...
dd
10.00
7.82
–0.03
–0.35
...
.20
21.96
19.65
7.15
6.37
UnderArmour A
UnderArmour C
UAA
UA
...
...
dd
dd
13.84
12.23
–0.82
–0.51
...
...
236.52
75.86
71.12
34.26
WEX
WNS
WEX
WNS
...
...
cc
29
126.55
57.64
–19.94
–6.21
...
... NYSE ARCA
85.43 30.01 ShakeShack SHAK ... dd 67.52 –7.22 ... 19.59 5.89 TRI Pointe TPH ... 8 16.43 –1.49 ... 27.85 7.48 Unifi UFI ... dd 14.99 +1.69 ... 92.80 38.62 W.P.Carey WPC 6.7 32 62.61 –4.18 1.044
20.90 12.20 ShawComm B SJR 5.5 17 16.50 –1.19 .0726 10.35 9.90 TailwindAcqn TWND.UT ... ... 9.96 –0.02 ... 217.90 121.89 Unifirst UNF .6 23 163.81 –6.62 .25 70.80 27.18 WPP WPP 1.6 dd 39.95 –3.76 .6594 26.50 24.00 CabanaTargetDrawdown7 TDSB ... ... 24.14 –0.48 ...
22.70 5.70 ShellMidstream SHLX 21.0 6 8.75 –0.80 .46 9.80 9.55 TailwindAcqnA TWND ... ... 9.62 ... ... 62.70 42.00 Unilever UN 2.8 23 56.56 –4.09 .4845 14.43 1.94 WPX Energy WPX ... dd 4.61 –0.16 ... 14.59 5.19 EmpireStateReal250 FISK .0 ... 5.24 –0.89 .105
725.91 325.43 SherwinWilliams SHW .8 34 687.98 +4.67 1.34 1.00 0.75 TailwindAcqnWt TWND.WT ... ... .84 +0.09 ... 63.89 44.06 Unilever UL 3.2 23 56.83 –4.49 .4845 16.18 6.26 WabashNational WNC 2.2 dd 14.26 –0.52 .08 14.67 5.25 EmpireStateReal60 OGCP .0 ... 5.29 –0.88 .105
62.59 30.00 Shift4Paymts FOUR ... dd 50.91 –5.07 ... 91.27 42.70 TaiwanSemi TSM 1.6 26 83.87 –4.44 .4253 210.95 105.08 UnionPacific UNP 2.2 23 177.19 –10.95 .97 81.75 35.07 Wabtec WAB .8 25 59.30 –2.76 .12 14.73 5.19 EmpireStateRealES ESBA .0 ... 5.29 –0.89 .105
39.74 17.09 ShinhanFin SHG 4.3 5 26.91 –0.49 1.3575 20.93 12.43 TakedaPharm TAK 4.1 49 15.39 –1.27 .4191 18.13 8.25 Unisys UIS ... dd 13.14 +1.05 ... 18.02 9.87 Waddell&ReedFin WDR 6.5 11 15.35 –1.52 .25 106.56 16.88 US Oil Fund USO ... ... 25.25 –2.63 ...
1146.91 282.08 Shopify SHOP ... dd 925.43 –100.79 ... 31.34 5.00 TalosEnergy TALO ... 3 6.58 –0.94 ... 5.91 2.10 UnitedMicro UMC 1.8 26 5.30 –0.28 .1361 79.74 24.55 Walker&Dunlop WD 2.3 10 62.88 +0.67 .36 21.98 5.91 USBrentOilFd BNO ... ... 9.48 –1.05 ...
71.44 28.76 Shutterstock SSTK 1.0 47 65.45 +2.73 .17 17.14 4.05 Tanger SKT .0 dd 6.19 –0.68 .3575 23.38 5.00 UnitedNatFoods UNFI ... dd 14.57 –1.58 ... 151.33 102.00 Walmart WMT 1.6 22 138.75 –5.10 .54 33.82 8.19 USGasolineFd UGA ... ... 17.66 –1.66 ...
13.89 3.50 Sibanye-Stillwater SBSW .8 15 11.87 –0.92 .0959 30.40 10.18 Tapestry TPR .0 dd 22.23 +0.80 .3375 178.01 82.00 UPS B UPS 2.6 30 157.11 –14.79 1.01 23.73 9.46 WarriorMetCoal HCC 1.3 10 15.00 +0.08 .05 22.81 8.89 US NatGas UNG ... ... 12.74 +0.64 ...
31.44 5.60 SignetJewelers SIG .0 dd 22.28 –4.26 .37 42.13 3.66 TargaResources TRGP 2.5 dd 16.05 –1.06 .10 203.57 58.85 UnitedRentals URI ... 12 178.29 –9.95 ... 4.62 0.56 WashingtonPrime WPG .0 dd .59 –0.05 .125 9.57 7.10 US12mthNtlGas UNL ... ... 9.25 +0.35 ...
12.95 1.50 SilverBowRscs SBOW ... dd 4.67 –0.45 ... 167.42 90.17 Target TGT 1.8 22 152.22 –8.01 .68 61.11 28.36 US Bancorp USB 4.3 13 38.95 –1.71 .42 32.22 16.95 WashingtonREIT WRE 6.9 33 17.48 –1.77 .30 23.85 9.50 US12moOilFd USL ... ... 13.52 –1.22 ...
M16 BARRON’S November 2, 2020

Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market 52-Week Tick Div 52-Week Tick Div
value of publicly-held shares, trading volume, price and number of market-makers. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
38.91 17.58 CathayGenBncp CATY 5.3 8 23.53 –0.70 .31 8.96 1.69 CyclerionTherap CYCN ... dd 2.34 –0.30 ...
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 236.10 99.58 CavcoIndustries CVCO ... 23 172.14 –6.63 ... 9.06 1.21 CymaBayTherap CBAY ... dd 8.32 –0.71 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 9.00 3.53 CECO Env CECE ... 15 7.08 –0.55 ... 86.77 43.72 CyrusOne CONE 2.9 dd 71.05 –3.96 .51
22.58 7.32 Cellectis CLLS ... dd 15.91 –3.50 ... 30.14 7.73 Cytokinetics CYTK ... dd 15.37 –1.02 ...
18.50 4.40 AmerSupercond AMSC ... dd 13.91 –1.12 ... 95.64 27.25 BarrettBus BBSI 2.0 10 59.25 –2.61 .30
A 117.70 35.30 AmericanWoodmark AMWD ... 22 82.61 –4.13 ... 18.24 4.25 BassettFurniture BSET 3.1 dd 14.76 –0.87 .125
19.50
13.01
11.48
4.10
CellularBiomed
Celyad
CBMG
CYAD
...
...
dd
dd
18.01
7.13
–0.40
–0.94
...
...
15.44 3.60 CytomXTherap CTMX ... dd 6.62 –0.14 ...
129.70 35.18 AmerCarMart CRMT ... 11 86.52 –7.05 ... 23.50 9.67 BayCom BCML ... 10 11.10 –1.24 ...
65.69 40.48 AAON AAON .7 44 58.41 –3.45 .19 44.90
4.30
17.12
2.36
AmerisBancorp
AmeriServFin
ABCB
ASRV
2.0
3.6 10
9 29.30
2.76
+0.16
–0.17
.15
.025
37.18
38.89
11.67
13.00
BeaconRoof
BeamTherap
BECN
BEAM
...
...
dd
dd
30.70
34.17
–4.83
–3.72
...
...
28.71
44.80
7.80
23.82
Centogene
CentralGarden
CNTG
CENT
...
...
dd
19
12.17
38.96
+0.30
–2.54
...
... D
58.72 30.02 AcadiaPharm ACAD ... dd 46.45 +3.28 ... 41.10 21.66 CentralGardenA CENTA ... 18 35.39 –1.97 ...
39.37 20.03 ACI Worldwide ACIW ... 45 29.17 –2.97 ... 264.97 177.05 Amgen AMGN 3.0 17 216.94 –10.22 1.60 5.15 1.15 BeasleyBroadcast BBGI .0 dd 1.21 –0.15 .05 11.33 2.91 CenturyAluminum CENX ... dd 6.58 –1.02 ... 13.49 1.35 DBV Tech DBVT ... dd 1.43 –0.10 ...
13.00 4.07 AC Immune ACIU ... dd 4.82 –0.17 ... 19.47 6.25 AmicusTherap FOLD ... dd 17.83 –0.65 ... 26.16 3.43 BedBath BBBY .0 dd 19.80 –5.56 .17 93.49 51.40 CenturyBancorpA CNBKA .9 11 71.57 –2.53 .16 4.78 0.71 DIRTT Envl DRTT ... dd 1.39 –0.09 ...
113.87 12.61 ACM Research ACMR ... 97 70.37 +2.40 ... 15.80 5.40 AmkorTech AMKR 1.4 9 11.85 –1.43 .04 322.98 118.55 BeiGene BGNE ... dd 296.52 –2.48 ... 2.99 0.99 Ceragon CRNT ... dd 2.21 –0.31 ... 42.62 17.09 DISH Network DISH ... 11 25.49 –1.75 ...
5.25 1.45 ADMA Biologics ADMA ... dd 1.99 –0.26 ... 22.69 12.33 AmphastarPharm AMPH ... cc 19.59 –1.25 ... 17.60 6.08 BelFuse A BELFA 2.1 dd 11.42 +0.43 .06 66.64 11.39 Cerence CRNC ... 29 54.58 –10.62 ... 54.11 20.15 DMC Global BOOM .0 dd 35.57 –1.84 .125
19.65 6.25 AGNC Invt AGNC 10.3 dd 13.97 –0.22 .12 15.50 7.62 AmrytPharma AMYT ... ... 12.86 +0.09 ... 21.50 6.30 BelFuse B BELFB 2.4 dd 11.71 +0.95 .07 80.90 53.08 Cerner CERN 1.0 27 70.09 –3.63 .18 18.77 10.26 DSP Group DSPG ... dd 13.17 –1.22 ...
1.46 0.28 ALJ Regional ALJJ ... dd 1.03 –0.03 ... 7.96 3.55 AmtechSystems ASYS ... dd 5.32 –0.55 ... 25.51 6.09 Benefitfocus BNFT ... dd 10.27 –0.89 ... 7.94 2.71 Cerus CERS ... dd 5.25 –1.09 ... 43.94 10.44 DXP Ents DXPE ... 13 15.64 –1.59 ...
52.00 28.01 AlxOncology ALXO ... ... 39.51 –2.25 ... 6.07 1.40 Amyris AMRS ... dd 2.50 –0.55 ... 40.82 27.00 BentleySystems BSY ... ... 35.06 –1.41 ... 17.57 6.18 ChangeHlthcr CHNG ... dd 14.15 –1.25 ... 37.38 14.60 DadaNexus DADA ... dd 33.01 +0.11 ...
13.80 4.41 AMAG Pharm AMAG ... dd 13.72 +0.05 ... 127.39 79.08 AnalogDevices ADI 2.1 40 118.53 –5.67 .62 89.67 50.26 BerkeleyLights BLI ... ... 72.57 –3.03 ... 63.29 30.71 ChangeHlthcrUn CHNGU 5.8 ... 52.07 –3.79 .75 7.11 3.69 Daktronics DAKT .0 cc 3.90 –0.12 .05
43.89 19.62 AMC Networks AMCX ... 6 21.25 –2.11 ... 39.48 10.00 AnaptysBio ANAB ... dd 29.46 +3.73 ... 11.72 1.82 Berry(bry) BRY .0 dd 2.62 –0.52 .12 91.98 15.00 ChartIndustries GTLS ... 48 84.45 –4.56 ... 118.13 28.88 Datadog DDOG ... cc 90.75 –11.33 ...
80.65 48.02 Amerisafe AMSF 1.8 12 58.98 +0.12 .27 25.93 10.00 Andersons ANDE 3.2 dd 21.69 –2.15 .175 197.50 48.18 BeyondMeat BYND ... dd 142.43 –29.30 ... 663.70 345.67 CharterComms CHTR ... 57 603.82 +10.54 ... 48.80 4.61 Dave&Buster's PLAY .0 dd 17.16 –3.29 .16
37.60 7.47 A-MarkPrecMet AMRK ... 7 31.08 –2.61 ... 17.24 7.48 AngioDynamics ANGO ... dd 10.34 –0.73 ... 21.59 7.50 BicycleTherap BCYC ... dd 18.51 –0.48 ... 130.98 80.06 CheckPoint CHKP ... 19 113.56 –6.91 ... 1.85 0.32 DAVIDsTEA DTEA ... dd 1.08 +0.01 ...
17.05 4.10 ANGI Homesvcs ANGI ... cc 10.60 –0.49 ... 71.05 22.01 AnikaTherap ANIK ... 42 32.62 –2.59 ... 9.72 0.65 Big5SportingGds BGFV 5.4 5 7.34 –0.87 .10 16.49 8.61 CheckmatePharm CMPI ... ... 11.49 –0.25 ... 2.93 0.84 DawsonGeophys DWSN ... dd 1.79 –0.34 ...
80.87 25.00 ANI Pham ANIP ... dd 25.49 –3.46 ... 31.84 15.33 Annexon ANNX ... dd 20.81 –3.63 ... 162.50 63.77 BigCommerce BIGC ... dd 73.40 –16.71 ... 45.24 14.52 Cheesecake CAKE .0 dd 29.72 –3.00 .36 71.11 33.10 DecipheraPharm DCPH ... dd 58.07 –5.99 ...
357.93 200.07 Ansys ANSS ... 66 304.37 –25.85 ... 12.18 3.15 AnPacBioMed ANPC ... ... 3.21 –0.38 ... 54.00 15.18 Bilibili BILI ... dd 44.67 +0.23 ... 40.33 3.55 ChefsWarehouse CHEF ... dd 13.52 –3.36 ... 47.17 12.39 DenaliTherap DNLI ... dd 42.78 +1.64 ...
23.60 7.19 ARKRestaurants ARKR .0 dd 10.05 –1.50 .25 33.77 3.80 Apache APA 1.2 dd 8.30 –0.98 .025 286.68 155.17 Bio-Techne TECH .5 44 252.41 –16.05 .32 65.43 7.88 ChemoCentryx CCXI ... dd 48.00 –10.80 ... 60.87 31.58 DentsplySirona XRAY .8 dd 47.19 –1.96 .10
409.11 191.25 ASML ASML .7 40 361.21 –17.35 1.4095 45.04 16.85 ApellisPharm APLS ... dd 31.90 –3.90 ... 6.29 1.38 BioCryst BCRX ... dd 3.82 +0.11 ... 46.69 21.75 ChemungFinl CHMG 3.1 9 34.08 –2.72 .26 63.11 24.35 Descartes DSGX ... cc 53.76 –1.72 ...
1.89 0.61 ATA Creativity AACG ... dd 1.09 –0.14 ... 6.44 1.95 Aphria APHA ... dd 4.50 –0.05 ... 7.21 2.85 BioDeliverySci BDSI ... 59 3.16 –0.24 ... 7.75 2.88 Chiasma CHMA ... dd 3.75 –0.13 ... 3.25 2.02 Deswell DSWL 3.2 dd 2.78 +0.09 .09
79.64 37.01 ATN Intl ATNI 1.5 dd 44.70 –1.40 .17 41.07 13.77 ApogeeEnt APOG 3.1 13 23.89 –3.25 .1875 15.00 11.73 Biodesix BDSX ... ... 12.43 –5.57 ... 17.90 4.66 ChickenSoupA CSSE ... dd 14.82 +0.14 ... 456.23 150.41 DexCom DXCM ... cc 319.58 –91.42 ...
10.71 2.23 AveoPharma AVEO ... dd 5.43 –0.47 ... 3.28 1.24 ApolloEnd APEN ... dd 1.75 +0.02 ... 374.99 243.25 Biogen BIIB ... 8 252.07 –12.93 ... 88.47 9.25 Children'sPlace PLCE .0 dd 25.27 –2.95 .56 150.00 75.00 DiamondHillInvt DHIL .0 12 136.94 –7.01 12.00
29.32 9.76 AVROBIO AVRO ... dd 14.28 –2.40 ... 18.33 5.20 ApolloInv AINV 16.4 dd 7.57 –0.75 .05 131.95 68.25 BioMarinPharm BMRN ... cc 74.43 –3.10 ... 3.89 1.19 Chimerix CMRX ... dd 2.67 –0.15 ... 96.92 14.55 DiamondbkEner FANG 5.8 dd 25.96 –3.07 .375
6.81 1.85 AXT AXTI ... dd 5.95 +0.12 ... 180.56 81.01 AppFolio APPF ... cc 142.87 –10.13 ... 105.00 16.12 BioNTech BNTX ... dd 85.36 –3.33 ... 119.44 97.91 ChinaBiologic CBPO ... 30 116.21 +3.03 ... 27.68 11.75 DicernaPharma DRNA ... dd 20.99 +1.60 ...
20.81 17.71 Abcam ABCM ... ... 19.00 +0.10 ... 84.81 29.07 Appian APPN ... dd 63.30 –14.98 ... 89.15 42.00 BioSpecificsTech BSTC ... 36 88.10 –0.06 ... 31.40 3.65 ChinaFinance JRJC ... dd 7.87 –2.05 ... 18.99 6.18 DigiIntl DGII ... 69 14.73 –1.13 ...
319.19 119.01 Abiomed ABMD ... 55 251.88 –29.54 ... 137.98 53.15 Apple AAPL .8 33 108.86 –6.18 .205 55.85 27.35 BioTelemetry BEAT ... 81 42.58 –0.89 ... 3.82 0.94 ChinaIndex CIH ... 3 1.34 –0.15 ... 38.17 9.92 Digimarc DMRC ... dd 31.69 –1.16 ...
13.95 4.90 AbsoluteSftwr ABST 2.2 47 11.28 –0.92 .0607 10.42 2.29 AppliedGenetic AGTC ... dd 5.16 –0.30 ... 46.25 17.63 BlackDiamond BDTX ... dd 31.51 –0.35 ... 2.44 0.63 ChinaXDPlastics CXDC ... dd 1.20 +0.02 ... 8.84 1.99 Digirad DRAD ... dd 2.52 –0.48 ...
69.13 60.62 AcaciaComms ACIA ... 49 67.74 +0.45 ... 69.90 36.64 ApplMaterials AMAT 1.5 17 59.23 –1.72 .22 86.50 38.22 Blackbaud BLKB .0 cc 49.34 –8.02 .12 16.76 13.12 Chindata CD ... dd 13.94 +0.35 ... 21.68 10.59 DimeComBcshrs DCOM 4.4 10 12.65 –0.50 .14
4.46 1.75 AcaciaResearch ACTG ... dd 3.15 –0.20 ... 36.21 17.05 AppliedMolecular AMTI ... ... 29.39 –3.29 ... 105.07 38.32 BlackLine BL ... dd 97.68 –1.35 ... 20.20 4.90 ChinookTherap KDNY ... dd 12.35 –3.04 ... 64.37 31.51 Diodes DIOD ... 24 57.83 –4.40 ...
15.71 12.05 AcademySports ASO ... ... 14.70 +0.12 ... 17.57 5.00 AppliedOptoelec AAOI ... dd 8.78 –1.39 ... 5.20 1.47 BlackRockCapInvt BKCC 17.1 dd 2.34 –0.26 .10 24.83 15.00 ChipMOSTechs IMOS ... 9 19.56 –0.78 ... 103.00 24.80 DiscoveryB DISCB ... 17 32.70 –1.12 ...
35.76 11.09 AcadiaHealthcare ACHC ... 30 35.65 +4.46 ... 57.39 13.99 AppliedTherap APLT ... dd 16.27 –6.31 ... 14.76 4.02 BlkRkTCPCap TCPC 13.0 dd 9.25 –0.56 .30 183.34 52.90 ChurchillDowns CHDN .4 dd 149.15 –24.06 .622 33.66 17.12 DiscoveryA DISCA ... 10 20.24 –0.86 ...
124.01 40.15 AcceleronPharma XLRN ... dd 104.58 –4.76 ... 53.11 21.22 ApreaTherap APRE ... dd 21.81 –4.97 ... 24.29 4.54 BloominBrands BLMN 5.7 dd 13.98 –2.28 .20 29.45 7.28 Chuy's CHUY ... dd 20.99 –2.32 ... 31.20 15.43 DiscoveryC DISCK ... 9 18.32 –0.79 ...
44.96 28.68 Accolade ACCD ... dd 35.02 –6.99 ... 6.47 1.60 Aptinyx APTX ... dd 2.93 –0.20 ... 26.51 8.37 Blucora BCOR ... dd 9.95 –1.15 ... 4.45 1.30 CidaraTherap CDTX ... dd 2.61 –0.42 ... 9.82 2.00 DiversifiedHlthcr DHC 1.4 dd 2.90 –0.45 .01
4.68 1.33 Accuray ARAY ... 88 2.91 –0.19 ... 18.25 1.16 Aptorum APM ... dd 2.10 –0.15 ... 23.99 8.40 BlueBird BLBD ... 26 11.54 –0.47 ... 145.09 40.80 Cimpress CMPR ... 28 73.40 –8.21 ... 2.00 0.53 DixieGroup DXYN ... 1 .91 –0.01 ...
2.50 0.70 AcelRxPharm ACRX ... dd 1.71 –0.05 ... 8.59 2.81 ApyxMedical APYX ... dd 6.02 –0.23 ... 99.36 38.95 bluebirdbio BLUE ... dd 51.71 –3.82 ... 115.53 46.07 CincinnatiFin CINF 3.4 15 70.74 –6.66 .60 290.23 64.25 DocuSign DOCU ... dd 202.25 –17.57 ...
5.04 0.70 AclarisTherap ACRS ... dd 3.84 –0.46 ... 10.00 1.41 AquestiveTherap AQST ... dd 4.84 –0.42 ... 35.89 8.04 BlueCity BLCT ... dd 9.96 –0.88 ... 6.00 0.25 Cinedigm CIDM ... dd .47 –0.11 ... 3.42 0.78 Dogness DOGZ ... cc 2.44 +0.37 ...
2.78 0.42 AcordaTherap ACOR ... dd .87 +0.04 ... 15.62 3.34 Aravive ARAV ... dd 4.63 –0.60 ... 1.79 0.53 BlueknightEner BKEP 11.5 dd 1.39 –0.03 .04 358.69 154.33 Cintas CTAS .9 37 314.55 –23.52 3.51 114.83 60.20 DollarTree DLTR ... 24 90.32 –5.15 ...
87.73 50.51 ActivisionBliz ATVI .5 32 75.73 –5.31 .41 9.02 0.88 ArbutusBiopharma ABUS ... dd 2.82 –0.07 ... 108.51 43.29 BlueprintMed BPMC ... 19 102.28 –2.39 ... 91.63 47.04 CirrusLogic CRUS ... 24 68.87 +1.21 ... 47.25 7.62 Domo DOMO ... dd 31.77 –4.29 ...
38.99 22.33 AcutusMedical AFIB ... ... 22.87 –3.38 ... 36.15 13.54 ArcBest ARCB 1.0 28 30.52 –2.95 .08 15.92 6.66 BoingoWireless WIFI ... dd 9.34 +0.16 ... 50.28 32.40 CiscoSystems CSCO 4.0 14 35.90 –2.92 .36 16.19 11.22 DonegalGroup A DGICA 4.1 8 14.51 –0.25 .15
7.45 1.90 AdamasPharm ADMS ... dd 3.04 –0.51 ... 48.32 20.93 ArchCapital ACGL ... 11 30.21 –1.60 ... 2094.00 1107.29 BookingHldgs BKNG ... 27 1622.50 –201.05 ... 29.50 6.70 CitiTrends CTRN .0 40 26.11 –1.67 .08 14.61 10.51 DonegalGroup B DGICB 4.5 7 11.87 –0.88 .1325
13.40 0.71 AdaptimmuneTher ADAP ... dd 4.51 –0.29 ... 59.49 29.09 ArcoPlatform ARCE ... dd 34.08 –1.32 ... 13.08 5.00 BostonPrivFin BPFH 3.9 12 6.18 –0.40 .06 12.75 5.26 CtznCmntyBcp CZWI 2.8 7 7.60 +0.12 .21 21.46 8.52 DorchesterMnls DMLP 13.8 10 10.06 –0.42 .3256
54.20 15.19 AdaptiveBiotech ADPT ... dd 46.08 –3.42 ... 66.24 8.51 ArcturusTherap ARCT ... dd 54.08 +4.71 ... 57.22 27.82 Bottomline EPAY ... dd 39.72 –2.90 ... 27.94 16.02 CitizensHolding CIZN 4.4 18 21.70 +0.30 .24 97.42 44.49 DormanProducts DORM ... 33 89.27 –1.40 ...
40.88 17.10 ArcutisBiotherap ARQT ... dd 17.82 –5.22 ... 12.53 5.10 Brainsway BWAY ... dd 5.59 –0.61 ... 17.85 6.11 DouYuIntl DOYU ... 61 15.30 +0.23 ...
106.98 43.13 AddusHomeCare ADUS ... 50 97.57 –3.59 ... 8.82 4.22 Ardelyx ARDX ... dd 5.11 –0.05 ... 34.25 16.51 BridgeBancorp BDGE 4.9 8 19.54 –0.82 .24 173.56 100.31 CitrixSystems CTXS 1.2 19 113.27 –9.45 .35
6.49 1.50 ADDvantage AEY ... dd 1.88 –0.15 ... 83.07 53.06 CityHolding CHCO 3.8 11 60.43 –1.74 .57 64.19 10.04 DraftKings DKNG ... dd 35.40 –7.34 ...
87.90 32.95 ArenaPharm ARNA ... dd 85.72 +4.38 ... 48.36 14.23 BridgeBioPharma BBIO ... dd 38.38 –1.28 ... 24.14 14.55 Dropbox DBX ... cc 18.26 –1.46 ...
69.16 6.02 AdicetBio ACET ... dd 10.72 –1.77 ... 19.33 7.90 AresCapital ARCC 11.6 18 13.83 –0.21 .40 31.87 14.06 BridgfordFoods BRID ... 25 18.25 –0.26 ... 17.75 7.85 Clarus CLAR .6 37 15.51 –0.70 .025
536.88 255.13 Adobe ADBE ... 56 447.10 –41.40 ... 3.75 1.05 CleanEnerFuels CLNE ... 16 2.48 –0.16 ... 47.98 35.10 DuckCreekTech DCT ... ... 43.37 –2.96 ...
13.20 4.80 Adtran ADTN 3.4 dd 10.69 –1.73 .09 284.00 103.75 arGEN-X ARGX ... dd 248.13 –2.29 ... 14.11 5.44 Brightcove BCOV ... dd 12.65 –1.25 ...
23.96 8.32 Clearfield CLFD ... 46 20.93 –0.65 ... 17.30 2.82 DuluthHoldings DLTH ... 32 15.34 –1.54 ...
14.00 3.52 AdvEmissions ADES .0 dd 4.45 +0.03 .25 44.44 29.05 ArrayTech ARRY ... ... 36.85 –5.15 ... 48.25 12.05 BrighthouseFin BHF ... 2 33.10 +0.13 ...
4.13 0.96 ClearsideBiomed CLSD ... dd 1.35 –0.06 ... 104.87 38.51 Dunkin' DNKN 1.6 38 99.71 +10.92 .4025
82.26 33.38 AdvEnergyInds AEIS ... 40 67.47 –5.02 ... 36.11 19.59 ArrowFinancial AROW 3.7 11 27.37 –1.82 .26 387.80 155.67 Broadcom AVGO 3.7 66 349.63 –23.09 3.25 27.11 15.60 DyneTherap DYN ... ... 20.68 +3.58 ...
73.72 19.51 ArrowheadPharm ARWR ... dd 57.30 –1.58 ... 20.13 7.10 BrookfieldProp BPY 9.6 dd 13.89 –0.56 .3325 17.37 3.18 ClovisOncology CLVS ... dd 4.93 –0.65 ...
94.28 34.10 AdvMicroDevices AMD ... cc 75.29 –6.67 ... 18.59 8.41 CoastalFinl CCB ... 13 14.86 –0.57 ...
12.08
2.89
8.05
0.79
AdvantageSolns
AdvantageSolnsWt
ADV
ADVWW
...
...
dd
...
8.99
1.11
–0.85
–0.29
...
...
39.60
61.57
30.01
19.68
ArtesianRscs A
Arvinas
ARTNA
ARVN
2.9
...
20
dd
35.23
20.91
–1.11
–0.14
.2571
...
20.09
16.96
7.15
8.13
BrookfieldPropREIT
BrooklineBcp
BPYU
BRKL
9.0
4.8 18
5 14.75
9.58
–0.38
–0.44
.3325
.115 295.56
18.87
188.08
8.43
CocaColaCon
Codexis
COKE
CDXS
.4
...
38
dd
228.95
13.31
–18.57
–1.11
.25
...
EF
168.56 92.00 AscendisPharma ASND ... dd 163.35 +3.60 ... 57.56 21.19 Brooks Auto BRKS .9 86 46.70 –1.98 .10
1.48 0.30 Advaxis ADXS ... dd .34 –0.17 ... 8.18 0.35 AslanPharm ASLN ... dd 1.66 –0.18 ... 54.49 30.78 Bruker BRKR .4 40 42.54 +0.08 .04 14.40 8.40 CodiakBioSci CDAK ... ... 8.62 –0.88 ... 11.51 1.32 ECMOHO MOHO ... dd 1.37 –0.23 ...
26.98 7.15 AdverumBiotech ADVM ... dd 10.91 –1.45 ... 13.17 4.65 AspenGroup ASPU ... dd 9.38 –2.13 ... 41.41 22.20 BrynMawrBank BMTC 4.0 16 26.86 –1.57 .27 23.60 10.62 CodorusValleyBncp CVLY 3.0 16 13.46 –0.45 .10 5.39 1.46 EDAP TMS EDAP ... dd 4.24 –0.39 ...
23.65 11.40 Aegion AEGN ... dd 14.11 –1.63 ... 142.89 73.07 AspenTech AZPN ... 33 109.81 –19.68 ... 34.69 9.00 BuildersFirstSrc BLDR ... 17 30.30 –2.36 ... 3.72 0.30 CogentBio COGT ... dd 3.08 +0.29 ... 17.73 9.70 ESSA Bancorp ESSA 3.5 9 12.71 –0.74 .11
11.38 3.50 AegleaBioTherap AGLE ... dd 7.68 ... ... 27.84 10.23 AssemblyBiosci ASMB ... dd 14.74 –0.13 ... 32.40 18.64 BurningRockBio BNR ... dd 30.87 +1.17 ... 92.96 54.24 CogentComm CCOI 4.8 66 55.80 –1.87 .705 30.00 10.12 EVO Payments EVOP ... dd 21.07 –3.25 ...
5.10 0.37 Aemetis AMTX ... dd 3.69 –0.33 ... 1.71 0.55 Assertio ASRT ... dd .62 –0.08 ... 26.64 9.17 BusFirstBcshs BFST 2.4 12 16.61 –0.55 .10 71.76 35.20 Cognex CGNX .4 82 65.90 –4.03 .06 4.95 2.00 EXFO EXFO ... dd 2.58 –0.30 ...
26.26 9.01 AeriePharm AERI ... dd 10.61 +0.70 ... 63.74 25.17 AstecIndustries ASTE .9 80 50.80 –6.37 .11 76.45 40.01 CognizantTech CTSH 1.2 26 71.42 –2.70 .22 22.98 11.74 EagleBncpMT EBMT 2.0 7 19.26 –0.99 .0975
87.00 45.00 AeroVironment AVAV ... 54 76.36 –1.15 ... 178.08 78.21 Coherent COHR ... dd 125.14 –0.81 ...
10.66
4.91
3.81
1.42
AestheticMed
Affimed
AIH
AFMD
...
...
dd
dd
5.58
3.16
–0.33
–0.14
...
...
64.94
33.24
36.15
6.30
AstraZeneca
Astronics
AZN
ATRO
2.7
...
61
dd
50.16
6.40
–1.84
–1.12
.45
... C 23.03
26.43
10.86
8.89
CoherusBioSci
Cohu
CHRS
COHU
...
.0 dd
7 16.67
21.73
–0.92
+2.51
...
.06
34.13
64.94
8.89
33.80
EagleBulkShip
EaglePharm
EGLE
EGRX
...
...
dd
dd
13.76
46.52
–3.41
–0.30
...
...
16.98 5.29 AstroNova ALOT .0 dd 7.90 –0.41 .07 43.80 32.58 Eargo EAR ... ... 34.65 –3.60 ...
34.87 13.98 Afya AFYA ... 38 24.00 –2.37 ... 19.36 4.52 AtaraBiotherap ATRA ... dd 12.91 –1.70 ... 12.93 8.42 Cadiz CDZI ... dd 9.55 –0.46 ... 65.63 13.26 CollectorsUniv CLCT 1.3 46 54.93 –5.49 .175 51.88 22.55 EastWestBncp EWBC 3.0 9 36.48 –1.88 .275
37.17 12.61 Agilysys AGYS ... dd 27.08 +0.36 ... 32.42 24.00 AteaPharm AVIR ... ... 30.34 +6.34 ... 57.61 28.00 C&F Fin CFFI 4.9 6 31.15 –0.02 .38 25.59 12.17 CollegiumPharm COLL ... dd 17.83 –1.51 ... 12.50 11.74 EasternBankshares EBC ... ... 11.95 –0.31 ...
56.75 27.77 AgiosPharm AGIO ... dd 40.07 +2.03 ... 18.35 5.63 Athenex ATNX ... dd 11.40 –0.05 ... 30.95 16.25 CB FinSvcs CBFV 4.9 9 19.61 –1.00 .24 92.07 33.93 ColliersIntl CIGI .1 46 70.88 +5.32 .05 31.97 15.28 Eastern EML 2.1 13 20.47 –1.66 .11
68.45 35.75 Agora API ... ... 38.50 –3.65 ... 22.14 15.79 AthiraPharma ATHA ... ... 18.06 –1.28 ... 31.73 12.50 CBTX CBTX 2.1 16 18.90 –0.98 .10 16.50 8.70 ColonyBankcorp CBAN 3.2 12 12.53 –0.22 .10 14.95 3.80 EbangIntl EBON ... ... 8.96 –0.27 ...
4.20 1.00 AgroFresh AGFS ... dd 2.06 –0.18 ... 3.48 1.46 AtlanticAmerican AAME ... dd 2.02 –0.23 ... 57.00 29.12 CDK Global CDK 1.4 25 43.10 –3.31 .15 41.40 19.11 ColumbiaBanking COLB 3.9 14 28.41 +0.25 .28 61.06 26.02 eBay EBAY 1.3 7 47.63 –6.16 .16
24.50 8.95 AirT AIRT ... dd 9.64 –0.43 ... 20.21 8.89 AtlCapitalBcshs ACBI ... 15 13.88 –0.95 ... 146.09 73.39 CDW CDW 1.2 24 122.60 –7.40 .38 17.34 10.27 ColumbiaFin CLBK ... 27 12.19 –0.73 ... 44.18 8.75 Ebix EBIX 1.7 6 18.06 –1.96 .075
0.74 0.01 AirT Wt AIRTW ... ... .03 ... ... 38.86 18.55 AtlUnionBkshs AUB 4.0 13 25.29 –1.31 .25 46.50 20.45 CEVA CEVA ... cc 40.32 –3.12 ... 102.05 51.82 ColumbiaSportswr COLM .0 28 74.59 –21.24 .26 30.52 14.17 EchoGlobalLog ECHO ... cc 26.97 –0.96 ...
30.08 13.20 AirTransportSvcs ATSG ... dd 28.04 –1.84 ... 32.50 17.74 AtlanticaSust AY 5.6 cc 29.49 –0.89 .42 28.75 22.40 C4 Therap CCCC ... ... 24.75 –1.34 ... 42.33 19.20 ColumbusMcKinn CMCO .7 47 33.89 –3.75 .06 45.15 22.56 EchoStar SATS ... dd 23.16 –3.01 ...
120.00 75.18 AkamaiTech AKAM ... 28 95.12 –11.63 ... 18.36 5.00 Atlanticus ATLC ... 6 11.45 –0.91 ... 106.75 56.94 CH Robinson CHRW 2.3 26 88.43 –12.11 .51 47.74 31.71 Comcast A CMCSA 2.2 19 42.24 –2.82 .23 39.96 14.01 EditasMedicine EDIT ... dd 30.94 –1.82 ...
13.71 2.09 AkebiaTherap AKBA ... dd 2.22 –0.96 ... 69.08 14.97 AtlasAir AAWW ... dd 59.16 –3.83 ... 15.81 6.27 CimComm CMCT 3.8 dd 8.00 +0.06 .075 71.92 45.51 CommerceBcshrs CBSH 1.7 22 62.25 –1.51 .27 20.00 3.02 EducDev EDUC 2.4 15 16.63 –1.56 .10
41.16 10.78 AkeroTherap AKRO ... dd 26.55 +0.31 ... 14.14 5.00 AtlasTech ATCX ... dd 6.85 –0.05 ... 8.86 1.62 CLPS CLPS ... 15 3.08 –1.25 ... 7.71 1.24 CommVehicle CVGI ... dd 5.85 –0.13 ... 16.24 7.59 EHang EH ... dd 7.95 –0.71 ...
30.67 16.59 Akouos AKUS ... ... 19.41 –0.29 ... 1.40 0.36 AtlasTechWt ATCXW ... ... .94 ... ... 174.87 85.26 CMC Materials CCMP 1.2 49 142.19 –9.91 .44 15.79 5.50 CommScope COMM ... dd 8.90 –0.68 ... 152.19 60.40 eHealth EHTH ... 22 67.11 –9.01 ...
74.66 32.00 Alarm.com ALRM ... 52 58.33 –1.97 ... 216.30 110.01 Atlassian TEAM ... dd 191.62 –16.87 ... 225.36 131.80 CME Group CME 2.3 25 150.72 –13.14 .85 9.90 3.50 CommsSystems JCS .0 12 3.97 –0.12 .02 76.94 28.39 EidosTherap EIDX ... dd 70.92 –2.37 ...
2.86 1.44 AlaskaCommSys ALSK .0 11 1.91 –0.04 .09 29.35 9.51 Atreca BCEL ... dd 13.36 –1.15 ... 33.78 13.25 CNB FinPA CCNE 3.7 8 18.14 –1.93 .17 47.54 26.45 CmntyTrBcp CTBI 4.8 9 31.82 –0.86 .385 15.82 4.55 EigerBioPharma EIGR ... dd 8.88 –1.21 ...
35.93 9.12 Alector ALEC ... dd 9.41 –0.08 ... 51.76 23.17 AtriCure ATRC ... dd 34.56 –3.40 ... 47.29 22.51 CompassPath CMPS ... ... 32.00 –6.39 ... 11.86 5.27 CommWestBcshs CWBC 2.5 8 8.05 –0.20 .05 47.25 14.00 89bio ETNB ... dd 23.16 –1.27 ...
128.57 72.67 AlexionPharm ALXN ... 27 115.14 –6.47 ... 843.64 579.00 Atrion ATRI 1.2 32 601.15 –54.00 1.75 58.19 21.96 CRA Intl CRAI 2.5 14 40.95 +0.70 .26 51.90 24.26 CommVaultSys CVLT ... dd 39.59 –2.73 ... 19.90 6.15 ElPolloLoco LOCO ... 27 14.12 –3.35 ...
38.25 22.55 Alico ALCO 1.2 9 28.88 –2.04 .09 65.55 22.51 AuburnNatlBncp AUBN 2.7 16 37.16 –0.37 .255 111.90 32.30 CRISPR Therap CRSP ... dd 91.82 –0.83 ... 19.90 4.76 Compugen CGEN ... dd 12.89 –1.27 ... 167.75 110.00 ElbitSystems ESLT 1.6 18 112.16 –7.84 .44
475.37 127.88 AlignTech ALGN ... 19 426.08 –43.48 ... 44.94 9.00 AudioCodes AUDC .9 97 28.99 –2.68 .14 58.69 36.33 CSG Systems CSGS 2.5 16 37.88 –2.26 .235 35.78 16.93 ComputerPrograms CPSI 1.4 19 27.89 –1.20 .10 3.30 0.32 electroCore ECOR ... dd 1.51 –0.16 ...
17.50 12.82 AligosTherap ALGS ... ... 14.94 –0.16 ... 21.93 4.88 AuriniaPharm AUPH ... dd 15.68 +0.02 ... 2.95 0.35 CSI Compressco CCLP 4.7 dd .84 –0.05 .01 6.48 2.86 ComputerTask CTG ... 11 5.56 –0.14 ... 147.36 85.69 ElectronicArts EA ... 18 119.83 –6.94 ...
9.98 2.86 AlimeraSciences ALIM ... dd 4.25 –0.27 ... 4.36 1.40 AuroraMobile JG ... dd 1.71 –0.17 ... 15.85 4.51 CSP CSPI .0 dd 7.09 –0.64 .15 5.51 1.80 comScore SCOR ... dd 2.00 –0.02 ... 8.16 1.44 EloxxPharm ELOX ... dd 2.53 –0.43 ...
21.88 11.98 Alkermes ALKS ... dd 16.25 –0.14 ... 268.44 125.38 Autodesk ADSK ... cc 235.54 –18.88 ... 89.04 50.13 CSW Industrials CSWI .6 30 85.53 +0.51 .135 38.00 11.48 ComtechTel CMTL 2.8 51 14.40 –1.81 .10 3.97 1.46 Emcore EMKR ... dd 3.26 –0.45 ...
139.99 41.61 Allakos ALLK ... dd 95.13 +5.29 ... 17.19 3.00 AutolusTherap AUTL ... dd 10.81 –1.20 ... 84.81 46.81 CSX CSX 1.3 22 78.94 –2.35 .26 13.09 5.47 ConcertPharm CNCE ... dd 10.32 –1.59 ... 67.88 38.40 EnantaPharma ENTA ... cc 43.63 –0.22 ...
38.95 20.88 AllegianceBcshs ABTX 1.4 15 28.30 +0.39 .10 182.32 103.11 ADP ADP 2.3 27 157.96 +8.76 .91 22.22 14.92 CVB Fin CVBF 4.1 14 17.50 –1.00 .18 7.97 1.54 Conduent CNDT ... dd 3.49 –0.26 ... 49.01 15.27 EncoreCapital ECPG ... 5 31.93 –7.40 ...
183.26 60.06 AllegiantTravel ALGT .0 dd 134.76 –7.52 .70 13.49 4.00 AvadelPharm AVDL ... 16 5.04 –0.30 ... 19.63 5.51 CabalettaBio CABA ... dd 11.57 –0.49 ... 2.25 0.50 Conformis CFMS ... dd .69 –0.05 ... 60.76 38.01 EncoreWire WIRE .2 15 46.21 –2.33 .02
19.74 14.00 AllegroMicro ALGM ... ... 18.30 +4.30 ... 23.87 7.10 AviatNetworks AVNW ... cc 18.51 –3.49 ... 118.22 51.39 CadenceDesign CDNS ... 28 109.37 –2.68 ... 4.60 2.00 Conifer CNFR ... dd 2.51 –0.06 ... 7.10 2.08 EndoIntl ENDP ... dd 4.57 –1.22 ...
6.30 0.53 AllenaPharm ALNA ... dd 1.25 –0.14 ... 9.69 4.67 AvidTechnology AVID ... 28 9.32 –0.03 ... 70.74 6.02 CaesarsEnt CZR ... dd 44.82 –9.87 ... 26.50 8.86 ConnectOneBncp CNOB 2.3 9 15.43 –1.06 .09 6.69 1.31 EnduranceIntl EIGI ... 43 5.81 –0.57 ...
12.92 2.63 AllianceResource ARLP .0 dd 3.22 +0.10 .40 37.46 23.06 AvidityBio RNA ... ... 24.73 –3.23 ... 17.57 7.65 Caesarstone CSTE .0 91 9.65 –0.99 .15 25.10 2.83 Conn's CONN ... dd 9.37 –2.00 ... 11.07 6.11 EnergyRecovery ERII ... 25 9.69 ... ...
60.28 37.66 AlliantEnergy LNT 2.7 21 55.28 –1.39 .38 52.98 6.35 AvisBudget CAR ... dd 33.67 –6.71 ... 46.66 30.74 Cal-MaineFoods CALM ... 42 38.35 –1.40 ... 8.81 3.42 ConsldComm CNSL ... 14 4.67 –0.34 ... 118.94 17.18 EnphaseEnergy ENPH ... 77 98.09 –5.24 ...
49.98 19.00 AlliedMotionTech AMOT .3 24 37.78 –5.76 .03 43.00 17.85 Avnet AVT 3.4 dd 24.67 –3.05 .21 12.14 3.70 CalAmp CAMP ... dd 7.08 –1.38 ... 18.83 10.01 ConsldWater CWCO 3.4 29 10.06 –0.71 .085 61.98 24.06 EnsignGroup ENSG .3 22 58.84 –0.93 .05
55.00 17.43 AllogeneTherap ALLO ... dd 33.92 –2.38 ... 3.88 2.02 Aware AWRE ... dd 2.64 +0.03 ... 94.92 48.31 CalavoGrowers CVGW 1.7 dd 67.13 –2.55 1.15 59.49 13.85 ConstellPharm CNST ... dd 19.62 –4.58 ... 213.99 94.58 EnstarGroup ESGR ... 6 171.87 –6.63 ...
13.05 6.44 Allot ALLT ... dd 9.13 –1.05 ... 31.50 12.99 AxcelisTechs ACLS ... 21 22.07 –0.97 ... 21.00 9.11 CaliforniaBncp CALB ... 24 13.65 +0.18 ... 22.15 11.96 ConstructionPtrs ROAD ... 27 20.38 –0.85 ... 6.22 1.60 EntasisTherap ETTX ... dd 1.61 –0.16 ...
45.28 18.15 AlloVir ALVR ... ... 26.43 +0.62 ... 7.73 2.25 AxcellaHealth AXLA ... dd 4.24 –0.21 ... 8.18 2.99 CalitheraBiosci CALA ... dd 3.54 –0.12 ... 5.12 1.00 ConsumerPtfo CPSS ... 5 3.75 –0.16 ... 85.14 38.12 Entegris ENTG .4 38 74.77 –3.58 .08
11.82 4.56 AllscriptsHlthcr MDRX ... dd 10.08 –0.84 ... 113.00 50.05 AxonEnterprise AAXN ... dd 98.90 –4.01 ... 32.07 19.00 CalliditasTherap CALT ... dd 23.34 –2.66 ... 118.56 55.69 Copart CPRT ... 38 110.36 –3.93 ... 34.75 19.27 EnterpriseBncp EBTC 3.1 9 22.61 –1.13 .175
167.33 84.97 AlnylamPharm ALNY ... dd 122.97 –8.87 ... 52.10 15.25 AxonicsModul AXNX ... dd 46.89 –3.05 ... 4.70 0.82 CalumetSpecialty CLMT ... dd 3.46 –0.25 ... 34.42 20.94 Core-Mark CORE 1.8 21 27.35 –1.47 .12 48.81 21.70 EnterpriseFinSvcs EFSC 2.5 10 29.11 –1.63 .18
17.30 5.82 Alpha&OmegaSem AOSL ... dd 15.86 –0.80 ... 6.93 1.41 AxovantGene AXGT ... dd 2.13 –1.37 ... 8.41 2.40 Calyxt CLXT ... dd 3.21 –0.50 ... 64.45 22.22 CornerstoneOnDem CSOD ... dd 37.99 –1.24 ... 27.82 11.03 Epizyme EPZM ... dd 12.36 –0.96 ...
1726.10 1008.87 Alphabet A GOOGL ... 36 1616.11 –16.87 ... 109.94 20.48 AxsomeTherap AXSM ... dd 66.31 –5.07 ... 25.63 3.57 CambiumNtwks CMBM ... cc 23.04 –0.24 ... 26.60 14.09 CorsairGaming CRSR ... 70 24.04 –0.63 ... 99.63 42.53 ePlus PLUS ... 13 67.51 –6.67 ...
1733.18 1013.54 Alphabet C GOOG ... 36 1621.01 –19.99 ... 16.50 8.62 AyalaPharm AYLA ... ... 11.39 –2.11 ... 48.48 25.74 CamdenNational CAC 4.1 9 31.97 –1.49 .33 73.84 20.14 Cortexyme CRTX ... dd 47.87 –1.92 ... 3.64 2.32 EpsilonEnergy EPSN ... 26 3.04 –0.17 ...
11.38 2.19 Alphatec ATEC ... dd 8.54 –1.00 ... 18.00 10.64 AziyoBiologics AZYO ... ... 10.98 –0.10 ... 19.65 6.27 Camtek CAMT ... 41 17.64 –0.33 ... 96.45 44.67 Corvel CRVL ... 40 91.22 –0.99 ... 27.05 2.20 Equillium EQ ... dd 6.35 +0.51 ...
15.00 2.05 AlpineImmune ALPN ... dd 7.50 –0.38 ... 13.00 1.76 Canaan CAN ... dd 2.18 +0.25 ... 6.88 1.01 CorvusPharm CRVS ... dd 3.96 ... ... 839.77 477.87 Equinix EQIX 1.5 cc 731.24 –45.79 2.66
47.43 23.04 AltairEngg ALTR ... dd 43.03 –4.36 ...
35.10 1.51 Altimmune ALT ... dd 11.45 –0.55 ... B 44.86
18.00
12.00
7.80
CanadianSolar
CanterburyPark
CSIQ
CPHC
...
.0 71
9 36.35
12.17
–4.02
+0.16
...
.07
939.00
384.87
500.24
271.28
CoStar
Costco
CSGP
COST
...
.8
cc
40
823.61
357.62
+3.80
–16.98
...
.70
31.91
242.60
12.49
130.20
EquityBcshs
ErieIndemnity A
EQBK
ERIE
...
1.7
dd
41
18.38
232.87
–0.35
+1.87
...
.965
19.87 6.00 AltisourcePortf ASPS ... dd 11.13 –1.53 ... 15.07 6.98 CapitalBancorp CBNK ... 7 10.52 –0.05 ... 27.98 13.55 CountyBancorp ICBK 1.5 31 18.50 –0.63 .07 13.95 3.50 ErytechPharma ERYP ... dd 5.24 –0.99 ...
45.03 12.00 AltraIndlMotion AIMC .6 dd 42.76 –2.06 .06 5.24 1.51 BBQ Holdings BBQ ... 7 4.20 +0.05 ... 30.95 15.61 CapitalCityBank CCBG 2.6 11 21.31 –0.46 .14 353.55 99.01 CoupaSoftware COUP ... dd 267.70 –34.30 ... 22.78 4.69 Escalade ESCA 3.0 17 18.61 –2.02 .14
59.60 9.40 AltusMidstream ALTM ... dd 9.65 –0.42 ... 14.50 7.73 BCB Bancorp BCBP 6.2 9 9.09 –0.72 .14 14.20 5.18 CapitalProduct CPLP 5.4 6 7.39 –0.10 .10 20.70 6.54 CovenantLogist CVLG ... dd 13.77 –3.60 ... 76.98 24.82 EsperionTherap ESPR ... dd 29.97 –2.34 ...
20.00 7.90 AmalgamBank AMAL 2.9 8 11.10 –0.78 .08 12.03 2.01 BELLUS Health BLU ... dd 2.31 –0.14 ... 22.56 7.39 CapitalSouthwest CSWC 12.3 dd 13.28 –0.74 .10 28.77 4.05 Covetrus CVET ... dd 24.69 –2.31 ... 9.12 2.50 EtonPharm ETON ... dd 7.29 –0.35 ...
26.12 3.36 Amarin AMRN ... dd 4.86 –0.12 ... 6.15 2.07 BGC Partners BGCP 1.4 53 2.95 +0.30 .01 55.20 8.40 CapitalaFinance CPTA .0 dd 8.69 –0.43 .4998 21.71 5.75 Cowen COWN .9 5 21.46 +2.25 .08 154.88 29.95 Etsy ETSY ... 67 121.59 –16.26 ...
3552.25 1626.03 Amazon.com AMZN ... cc 3036.15 –168.25 ... 44.47 6.01 BJsRestaurants BJRI .0 dd 28.21 –3.08 .13 14.50 8.75 CapitolFedFin CFFN 3.0 25 11.48 –0.20 .13 170.10 53.61 CrackerBarrel CBRL .0 dd 113.82 –11.17 1.30 167.64 61.27 EuronetWorldwide EEFT ... cc 88.84 –5.97 ...
73.59 36.02 Ambarella AMBA ... dd 54.67 –2.48 ... 45.23 13.38 BMC Stock BMCH ... 22 39.59 –3.17 ... 17.48 7.44 CapStarFin CSTR 1.9 10 10.39 –0.49 .05 539.00 199.00 CreditAcceptance CACC ... 16 298.12 –41.52 ... 8.08 3.01 EveloBiosci EVLO ... dd 3.97 –0.84 ...
77.29 44.05 Amdocs DOX 2.3 16 56.38 –0.93 .3275 88.28 34.57 BOK Fin BOKF 3.5 11 58.74 –3.85 .51 26.67 8.88 CaraTherap CARA ... dd 13.26 –1.00 ... 77.19 27.77 Cree CREE ... dd 63.60 –8.93 ... 6.76 0.61 Ever-Glory EVK ... dd 2.32 –0.42 ...
259.85 132.95 Amedisys AMED ... 52 259.00 +7.89 ... 30.15 8.35 BRP Group BRP ... dd 25.50 –1.13 ... 55.22 26.00 CardiovascularSys CSII ... dd 35.65 –3.43 ... 17.99 6.21 CrescentCapBDC CCAP 12.8 dd 12.80 +0.40 .41 165.79 66.19 Everbridge EVBG ... dd 104.69 –22.53 ...
23.59 9.01 AmerantBancorpA AMTB ... 33 10.07 –1.12 ... 59.19 12.97 BRP DOOO ... 41 53.95 –2.81 ... 107.50 27.33 Cardlytics CDLX ... dd 73.82 –11.29 ... 7.80 2.32 Cresud CRESY ... ... 3.15 –0.05 ... 63.44 19.76 EverQuote EVER ... dd 33.49 –3.16 ...
17.50 6.84 AmerantBancorpB AMTBB ... 26 7.99 –0.01 ... 30.17 12.94 B RileyFin RILY 4.6 25 26.24 +0.12 .05 47.41 15.71 Cardtronics CATM ... 22 17.81 –2.64 ... 26.67 10.63 CrineticsPharm CRNX ... dd 12.08 –1.86 ... 9.01 1.75 EverspinTech MRAM ... dd 7.35 –0.44 ...
426.50 222.34 Amerco UHAL .0 17 347.16 –21.63 .50 147.38 82.00 Baidu BIDU ... 91 133.05 –0.88 ... 55.89 13.04 CareDx CDNA ... dd 49.05 –1.13 ... 18.54 5.89 Criteo CRTO ... 16 17.16 +3.33 ... 5.30 0.75 Evogene EVGN ... dd 2.72 –0.46 ...
8.15 3.52 AmerFirstMultifam ATAX 6.1 10 3.96 –0.06 .06 113.93 78.30 Balchem BCPC .5 39 99.95 –4.85 .52 24.30 7.16 CareTrustREIT CTRE 5.8 34 17.10 –0.89 .25 55.40 8.40 Crocs CROX ... 24 52.33 –0.22 ... 16.87 2.85 Evolus EOLS ... dd 3.03 –0.48 ...
31.58 8.25 AmerAirlines AAL .0 dd 11.28 –1.32 .10 21.61 5.46 BallardPower BLDP ... dd 14.77 –1.23 ... 40.91 14.25 CarGurus CARG ... 52 19.93 –1.52 ... 9.00 4.00 Cronos CRON ... 12 5.29 –0.54 ... 29.86 10.29 Exagen XGN ... dd 14.26 –0.34 ...
104.97 65.14 AEP AEP 3.3 23 89.93 –1.95 .74 63.96 26.00 BancFirst BANF 3.1 15 44.45 –1.78 .34 34.98 15.21 Carlyle CG 4.0 dd 24.92 –2.54 .25 13.42 4.50 CrossCtyHlthcr CCRN ... dd 7.85 +0.20 ... 27.80 13.67 Exelixis EXEL ... 23 20.48 –1.81 ...
58.77 37.05 AmerElecPwrUn AEPPL 5.7 ... 53.39 +0.26 .7656 198.61 42.61 Bandwidth BAND ... dd 160.35 –2.02 ... 16.44 1.04 CarParts.com PRTS ... dd 12.69 –0.62 ... 14.50 5.66 CrossFirstBkshs CFB ... cc 8.35 –0.96 ... 50.54 29.28 Exelon EXC 3.8 15 39.89 –2.31 .3825
55.75 47.71 AmerElecPwrUn AEPPZ 5.8 ... 53.54 –0.19 .7656 31.76 14.20 BankOZK OZK 4.4 12 24.78 –0.22 .275 8.47 0.98 CarrolsRestr TAST ... dd 5.85 –0.88 ... 153.90 31.95 CrowdStrike CRWD ... dd 123.84 –11.58 ... 79.78 40.61 ExlService EXLS ... 33 75.74 +0.26 ...
15.18 4.20 AmericanFin AFIN 14.7 dd 5.77 –0.39 .0708 12.31 5.68 BankofCommerce BOCH 2.5 10 8.01 –0.37 .05 24.25 6.30 CarterBk&Tr CARE .0 9 6.95 –0.40 .14 5.80 2.88 CumberlandPharm CPIX ... dd 2.95 –0.05 ... 16.89 3.55 ExOne XONE ... dd 10.05 –2.02 ...
40.57 18.53 AmNtlBcsh AMNB 4.7 9 22.80 –1.19 .27 32.25 17.40 BankofPrinceton BPRN 2.0 10 19.67 –0.79 .10 6.10 1.85 CasaSystems CASA ... dd 4.17 –0.37 ... 18.15 3.00 CumulusMedia CMLS ... dd 5.06 –0.53 ... 62.50 6.51 eXpWorld EXPI ... cc 42.39 –1.83 ...
122.83 63.93 AmericanNatl ANAT 4.8 7 68.80 –3.90 .82 20.04 5.58 Bank7 BSVN 4.4 11 9.07 –0.48 .10 61.77 34.35 CasellaWaste CWST ... 76 53.99 –4.23 ... 85.00 36.15 CureVac CVAC ... ... 48.78 –1.25 ... 138.72 40.76 Expedia EXPE .0 dd 94.15 –8.57 .34
30.01 12.24 AmOutdoorBrands AOUT ... ... 15.13 +0.05 ... 14.14 6.73 BankFinancial BFIN 5.4 9 7.35 –0.11 .10 186.58 114.01 CaseysGenStores CASY .8 21 168.57 –13.77 .32 3.59 0.62 Curis CRIS ... dd 1.15 ... ... 95.38 52.55 ExpeditorsIntl EXPD 1.2 25 88.37 –6.83 .52
41.09 18.47 AmericanPubEdu APEI ... 32 28.27 –1.32 ... 30.00 12.07 BankwellFin BWFG 3.4 14 16.50 +0.33 .14 60.97 28.85 CassInfoSys CASS 2.8 23 39.22 –4.04 .27 39.15 9.07 Cutera CUTR ... dd 18.93 –2.92 ... 84.62 58.03 Exponent EXPO 1.1 46 69.59 –5.37 .19
16.43 8.00 AmRvrBksh AMRB 2.6 10 10.58 –0.17 .07 59.64 27.12 Banner BANR 4.4 12 36.87 –2.21 .41 55.31 20.98 CastleBiosci CSTL ... cc 46.43 –5.41 ... 144.90 69.51 CyberArkSoftware CYBR ... cc 99.15 –9.29 ... 15.29 5.35 ExtendedStayAmer STAY .4 dd 11.35 –1.03 .01
21.48 9.05 AmerSoftware AMSWA 3.0 63 14.68 –0.96 .11 47.51 22.19 Baozun BZUN ... 51 36.59 –1.64 ... 8.59 1.26 CatabasisPharm CATB ... dd 1.34 –4.48 ... 43.48 12.77 CyberOptics CYBE ... 39 23.04 –3.21 ... 8.00 1.43 ExtremeNetworks EXTR ... dd 4.06 –0.59 ...
November 2, 2020 BARRON’S M17

Nasdaq Issues
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt.
52-Week
High Low Name
Tick Div
Sym Yld P/E Last Chg. Amt. FIVE-DAY NASDAQ COMPOSITE
2.53 0.35 EyePointPharm EYPT ... dd .37 –0.08 ... 11.97 1.33 Gogo GOGO ... dd 8.04 –1.36 ... 2.43 0.51 IconixBrand ICON ... dd .66 –0.07 ...
7.01 3.41 Ezcorp EZPW ... dd 4.46 –0.50 ... 26.25 10.02 GoHealth GOCO ... ... 10.36 –1.62 ... 19.69 4.31 iHeartMedia IHRT ... dd 8.22 –0.63 ... Tech Tumble: Reporting September quarters, Amazon sees higher costs,
65.81 35.15 FARO Tech FARO ... dd 60.24 –4.73 ... 10.66 1.30 GolarLNGPartners GMLP 3.9 8 2.07 –0.09 .0202 404.20 196.78 Illumina ILMN ... 63 292.70 –30.85 ...
156.36 79.78 F5Networks FFIV ... 26 132.94 +4.58 ... 15.24 4.54 GolarLNG GLNG ... dd 7.55 –0.74 ... 62.71 13.40 Imara IMRA ... ... 15.81 –1.43 ...
54.00 30.00 FRP Holdings FRPH ... 39 40.46 –0.85 ... 21.67 3.55 GoldenEnt GDEN ... dd 12.86 –0.42 ... 10.86 4.23 Immersion IMMR ... dd 6.16 –0.84 ... Apple is between iPhones and Twitter fears a post-election lull. The Nas-
304.67 137.10 Facebook FB ... 32 263.11 –21.68 ... 6.10 2.52 GoldenOcean GOGL 9.3 dd 3.24 –0.45 .05 23.39 4.19 Immunic IMUX ... dd 15.84 –1.18 ...
129.04 5.66 FangddNetwork DUO ... dd 6.59 –0.63 ... 18.33 8.94 GolubCapital GBDC 9.1 dd 12.71 –0.83 .29 7.07 1.95 Immunogen IMGN ... dd 5.64 +0.18 ... daq Composite Index ended Friday at 10,912—down 5.5% for the week.
27.76 14.91 Fanhua FANH 7.2 64 14.99 –1.45 .25 64.22 45.50 GoodRx GDRX ... cc 48.39 –4.11 ... 44.56 8.34 Immunovant IMVT ... ... 43.62 +1.45 ...
17.38 3.40 FarmerBros FARM ... dd 3.47 –0.75 ... 17.20 4.09 Goodyear GT .0 dd 8.28 –2.72 .16 3.10 0.53 Immutep IMMP ... dd 1.71 –0.09 ... Monday Tuesday Wednesday Thursday Friday
49.86 26.72 Fastenal FAST 2.3 30 43.23 –1.77 .25 124.84 37.26 GooseheadIns GSHD .0 cc 122.54 +13.67 1.1495 37.99 11.47 Impinj PI ... dd 25.51 –4.85 ... 11570
51.10 12.59 FateTherap FATE ... dd 44.40 –3.96 ... 7.20 2.00 GoPro GPRO ... dd 5.94 –0.89 ... 84.91 39.55 InariMedical NARI ... dd 66.20 +3.63 ...
16.87 4.90 FedNat FNHC 7.0 dd 5.13 –0.87 .09 27.15 7.52 GossamerBio GOSS ... dd 8.30 –1.28 ... 110.37 62.48 Incyte INCY ... dd 86.64 –3.05 ... (Prev Fri's
51.56 22.65 FibroGen FGEN ... dd 38.38 –4.22 ... 106.14 57.89 GrandCanyonEduc LOPE ... 15 78.37 –4.36 ... 87.11 49.25 IndependentBank INDB 3.2 14 57.29 –0.83 .46 Close)
70.00 30.50 FidelityD&D FDBC 2.5 20 47.66 –1.02 .30 20.74 12.50 GraybugVision GRAY ... ... 13.16 –1.59 ... 23.15 9.19 IndepBankMI IBCP 5.3 6 14.97 –0.20 .20
13.46 2.72 FiestaRestaurant FRGI ... dd 8.64 –1.98 ... 8.48 2.25 GreatElmCap GECC 37.9 dd 2.63 –0.36 .083 63.16 20.35 IndependentBank IBTX 2.3 12 51.58 –0.88 .30 11365
31.64 11.10 FifthThirdBncp FITB 4.7 12 23.22 –1.20 .27 3.74 1.31 GreatElmCap GEC ... dd 1.93 –0.30 ... 24.18 12.95 IndLogistics ILPT 6.9 23 19.18 –2.17 .33
92.61 53.94 51job JOBS ... 30 70.10 –1.51 ... 11.96 6.75 GreatLakesDredge GLDD ... 10 10.33 –1.02 ... 9.25 3.68 Infinera INFN ... dd 6.26 –0.42 ...
33.28 12.78 FinInstitutions FISI 5.9 8 17.73 +0.55 .26 64.48 32.23 GreatSouthernBncp GSBC 3.3 10 40.95 –0.79 .34 1.68 0.60 InfinityPharm INFI ... dd 1.05 –0.13 ...
18.34 7.54 FireEye FEYE ... dd 13.84 –0.40 ... 17.76 3.77 GreenPlains GPRE ... dd 15.10 –1.06 ... 9.70 2.26 InflaRx IFRX ... dd 3.82 –0.84 ...
41.34 17.32 FirstBancorpNC FBNC 3.0 9 24.09 –0.24 .18 14.81 3.47 GreenPlainsPtrs GPP 6.2 4 7.75 –0.55 .12 3.76 1.61 InfoSvcsGrp III ... 33 2.05 –0.05 ... 11160
30.64 17.62 FirstBancorp FNLC 5.4 9 23.13 –1.03 .31 4.49 1.02 Greenlane GNLN ... dd 2.43 –0.85 ... 49.14 32.21 InglesMarkets IMKTA 1.8 5 35.86 –0.57 .165
35.88 15.27 FirstBancshares FBMS 2.0 10 23.84 –1.13 .12 11.26 5.00 GreenlightCapRe GLRE ... dd 6.75 –0.26 ... 26.98 15.42 Inhibrx INBX ... ... 17.04 –2.10 ...
11.56 6.00 FirstBank FRBA 1.6 11 7.49 +0.01 .03 9.84 3.05 GreenSky GSKY ... 18 4.73 –0.65 ... 58.76 13.14 InMode INMD ... 30 36.56 –4.93 ...
28.00 11.00 FirstBusey BUSE 4.9 10 17.99 –0.71 .22 2.50 0.24 Gridsum GSUM ... dd 1.80 ... ... 8.24 3.30 InnatePharma IPHA ... dd 4.39 –0.28 ...
27.35 12.86 FirstBusFinSvcs FBIZ 3.8 9 17.15 –0.47 .165 64.35 28.67 GriffinIndlRealty GRIF .9 dd 53.05 –4.98 .50 3.83 0.75 Innodata INOD ... dd 2.60 –0.06 ... 10955
542.12 276.08 FirstCitizBcshA FCNCA .4 11 462.70 –21.40 .47 25.73 13.40 Grifols GRFS 1.0 19 16.98 –1.53 .0097 107.85 56.71 Innospec IOSP 1.6 30 66.14 –2.39 .52
32.82 17.21 FstCmntyBcsh FCBC 5.3 10 18.98 –1.37 .25 7.97 2.03 GrindrodShipping GRIN ... dd 3.80 –0.20 ... 8.09 1.20 InnovSolSuprt ISSC .0 35 6.13 –0.07 .65
22.91 9.01 1stConstBncp FCCY 2.8 9 13.04 –0.37 .09 12.96 2.60 GritstoneOncology GRTS ... dd 2.73 –0.28 ... 15.62 7.58 Innoviva INVA ... 5 10.81 +0.58 ...
7.00 1.56 FirstEagleAltCap FCRD 14.6 dd 2.74 +0.14 .10 46.00 28.11 GroceryOutlet GO ... 66 44.02 +1.70 ... 76.89 26.57 Inogen INGN ... cc 29.21 +1.20 ... -189.34 +72.41 -426.48 +180.72 -274.00
26.19 10.83 FirstFinBncpOH FFBC 6.4 9 14.30 –0.20 .23 63.20 9.60 Groupon GRPN ... dd 19.39 –1.05 ... 27.93 13.39 Inovalon INOV ... cc 18.99 –8.04 ... 10750
36.45 20.70 FirstFinBkshs FFIN 1.7 23 29.81 –1.08 .13 67.07 20.55 GrAeroportuario OMAB ... 21 36.18 –4.80 ... 33.79 2.12 InovioPharma INO ... dd 9.85 –1.10 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
46.93 27.62 FirstFinIN THFF 3.0 9 34.72 –0.73 .52 34.16 20.02 GuarantyBcshrs GNTY 2.6 13 28.90 +0.21 .20 31.65 16.10 InozymePharma INZY ... ... 22.97 –0.78 ...
15.47 7.90 FirstFinNW FFNW 4.0 11 9.91 –0.08 .10 26.93 12.70 GuarFedBcsh GFED 4.3 7 14.10 –0.60 .15 143.64 55.72 Inphi IPHI ... dd 139.76 +21.44 ...
17.64 8.01 FirstFoundation FFWM 1.9 9 14.87 –0.90 .07 114.33 55.90 GuardantHealth GH ... dd 106.66 +1.95 ... 15.25 3.91 Inseego INSG ... dd 8.70 –1.06 ...
22.38 11.29 FirstGuarBcshs FGBI 4.4 8 14.55 +0.33 .16 5.99 2.67 GulfIslandFab GIFI ... dd 3.26 –0.31 ... 73.22 28.25 InsightEnt NSIT ... 13 53.35 –9.19 ... 52-Week Tick Div 52-Week Tick Div
31.25 13.56 FirstHawaiian FHB 6.0 12 17.26 –0.52 .26 6.42 2.25 Gulf Resources GURE ... dd 4.90 –0.17 ... 39.39 12.09 Insmed INSM ... dd 32.94 –4.05 ...
28.50 10.47 FirstInternetBncp INBK 1.1 8 21.52 –1.12 .06 3.88 0.21 GulfportEnergy GPOR ... dd .26 –0.02 ... 26.61 10.00 InsteelInds IIIN .6 22 21.76 +0.15 .03 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
43.83 24.50 FirstInterBanc FIBK 4.3 14 35.30 –1.50 .38 255.39 121.00 Insulet PODD ... cc 222.25 –27.14 ... 231.79 100.00 LHC Group LHCG ... 57 216.55 –0.36 ... 14.30 7.50 MagyarBancorp MGYR ... 23 8.66 +0.60 ...
42.48
36.25
21.18
18.60
FirstMerchants
FirstMidBcshs
FRME
FMBH
4.0
3.0 11
9 26.11
27.76
–1.01
–1.49
.26
.41 H 63.23
69.29
34.21
43.61
IntegraLifeSci
Intel
IART
INTC
...
3.0
67
9
44.10
44.28
–4.97
–3.92
...
.33 36.63
99.60
13.31
32.01
LKQ
LPL Financial
LKQ
LPLA
...
1.3
16
13
31.99
79.93
–0.89
–3.26
...
.25
30.13
63.88
10.00
18.02
MakeMyTrip
MalibuBoats
MMYT
MBUU
...
...
dd
17
18.77
50.83
–2.92
–2.47
...
...
23.64 10.31 FirstMidwestBncp FMBI 4.5 12 12.55 –0.06 .14 27.07 9.18 IntelliaTherap NTLA ... dd 23.94 –0.94 ... 7.62 2.50 LSI Inds LYTS 2.9 26 6.84 –0.54 .05 23.75 10.06 MalvernBancorp MLVF ... 14 12.47 –0.63 ...
18.25 8.77 FirstNWBncp FNWB 2.0 13 11.75 +0.04 .06 37.85 9.12 H&E Equipment HEES 5.2 cc 21.04 –2.23 .275 10.54 1.91 Intellicheck IDN ... dd 7.24 –0.91 ... 15.90 8.95 LakeShoreBancorp LSBK 4.2 17 12.50 ... .13 2.70 0.56 MammothEnergy TUSK ... dd 1.51 –0.15 ...
97.93 28.47 FirstSolar FSLR ... 42 87.05 +1.68 ... 20.71 9.11 HBT Finl HBT 4.9 8 12.34 –0.57 .15 81.40 34.20 InterParfums IPAR .0 36 41.06 –0.24 .33 17.63 8.31 LakelandBcp LBAI 4.5 10 11.13 –0.64 .125
53.42 26.07 1stSource SRCE 3.3 11 33.49 –1.83 .28 43.56 21.69 HD Supply HDS ... 16 39.86 –2.72 ... 58.50 33.70 InteractiveBrkrs IBKR .8 22 47.57 –1.84 .10 106.17 35.20 ManhattanAssoc MANH ... 66 85.50 –12.01 ...
53.00 30.49 LakelandFin LKFN 2.3 16 51.13 +1.92 .30 19.39 6.49 Mannatech MTEX 3.9 9 16.50 –0.20 .16
24.99 10.74 FirstUnited FUNC 4.4 7 11.92 –1.55 .13 22.01 13.06 HMN Fin HMNF ... 8 14.69 +0.09 ... 125.00 27.02 InterceptPharm ICPT ... dd 27.79 –1.51 ... 28.00 9.97 LakelandInd LAKE ... 9 21.57 –2.97 ... 2.48 0.80 MannKind MNKD ... dd 2.01 –0.04 ...
18.98 10.75 FirstWesternFin MYFW ... 5 14.20 –0.30 ... 33.42 18.20 HMS Holdings HMSY ... 41 26.62 –1.57 ... 67.06 31.04 InterDigital IDCC 2.5 45 55.98 –3.02 .35 387.70 181.38 LamResearch LRCX 1.5 19 342.08 –11.84 1.30
90.56 51.15 FirstCash FCFS 2.1 17 52.04 –4.47 .27 14.37 5.80 Hookipa HOOK ... dd 9.40 –0.20 ... 17.68 5.06 Interface TILE .7 dd 6.13 –0.36 .01 93.99 55.25 ManTechIntl MANT 2.0 21 64.88 –4.72 .32
18.90 9.50 HackettGroup HCKT 2.9 40 12.92 –0.57 .095 96.82 30.89 LamarAdv LAMR 3.2 23 61.96 –7.49 .50 4.24 1.10 Marchex MCHX ... dd 1.71 –0.18 ...
6.97 2.72 FirsthandTechVal SVVC ... dd 3.09 –0.22 ... 44.00 15.60 IntlBcshs IBOC 4.0 10 27.68 –1.40 .55 184.97 114.55 LancasterColony LANC 1.7 33 166.14 –16.86 .70 5.70 0.77 MarinSoftware MRIN ... dd 2.47 –0.98 ...
138.86 57.38 FirstService FSV .5 82 134.16 +4.16 .165 75.43 31.85 HailiangEduc HLG ... 32 65.28 +1.70 ... 31.46 5.97 IntersectENT XENT ... dd 15.50 –0.62 ... 12.09 7.48 Landec LNDC ... dd 9.61 –0.64 ...
125.05 73.50 Fiserv FISV ... 73 95.47 –5.71 ... 36.90 18.12 HainCelestial HAIN ... dd 30.75 –4.38 ... 7.68 3.17 Intevac IVAC ... 24 5.28 –0.61 ... 16.28 4.04 MarinusPharma MRNS ... dd 13.04 –1.00 ...
19.70 2.28 HallmarkFin HALL ... dd 2.71 –0.40 ... 27.78 14.95 LandmarkBncp LARK 3.4 6 23.45 +0.94 .20 4.30 1.32 MarkerTherap MRKR ... dd 1.36 –0.26 ...
141.39 47.53 FiveBelow FIVE ... 75 133.34 –4.45 ... 43.56 8.51 Intra-Cellular ITCI ... dd 24.67 –1.43 ... 18.25 7.05 LandmarkInfrPtrs LMRK 7.9 dd 10.18 –0.32 .20 575.60 275.50 MarketAxess MKTX .4 74 538.85 –20.06 .60
156.40 52.51 Five9 FIVN ... dd 151.72 +9.44 ... 31.64 12.71 HalozymeTherap HALO ... dd 28.00 –3.10 ... 21.73 9.84 Intricon IIN ... dd 12.50 –0.53 ... 139.99 85.30 LandstarSystem LSTR .7 27 124.70 –7.28 .21 24.50 4.66 MarlinBusSvcs MRLN 7.7 dd 7.30 –0.03 .14
7.34 1.75 FivePrimeTherap FPRX ... dd 4.56 –1.01 ... 76.31 36.27 HamiltonLane HLNE 1.8 38 69.70 –1.60 .3125 360.00 187.68 Intuit INTU .7 45 314.68 –19.74 .59 21.84 8.67 Lantheus LNTH ... 36 10.86 –2.07 ...
15.62 5.36 Flex FLEX ... 75 14.15 –0.47 ... 44.42 14.32 HancockWhitney HWC 4.7 dd 22.87 –1.03 .27 778.83 360.50 IntuitiveSurgical ISRG ... 76 667.08 –68.40 ... 153.39 46.56 Marriott MAR .0 67 92.88 –8.88 .48
20.79 7.15 HanmiFinancial HAFC 3.6 9 8.99 –0.27 .08 21.25 7.43 LarimarTherap LRMR ... dd 18.80 +0.12 ... 20.13 10.67 MartenTransport MRTN 1.0 19 15.35 –0.92 .0267
22.98 5.01 FlexionTherap FLXN ... dd 11.99 –0.19 ... 15.95 9.01 Inventiva IVA ... dd 12.90 –1.05 ... 35.90 13.54 LatticeSemi LSCC ... cc 34.90 +0.18 ... 5.62 0.91 MartinMidstream MMLP 1.4 23 1.40 –0.31 .005
31.27 7.81 Flexsteel FLXS .7 dd 27.95 +1.65 .05 11.20 6.45 HarborOneBncp HONE 1.3 16 9.40 –0.24 .03 26.46 8.49 Investar ISTR 1.9 12 13.94 –0.24 .065 21.66 7.30 LaureateEduc LAUR ... dd 13.00 –0.81 ... 45.04 16.45 MarvellTech MRVL .6 18 37.51 –3.92 .06
59.44 23.85 FlirSystems FLIR 2.0 33 34.69 –1.47 .17 8.57 4.44 Harmonic HLIT ... dd 5.94 –1.13 ... 7.70 1.38 InvestcpCredit ICMB 19.5 dd 3.07 –0.06 .18 58.28 24.52 LawsonProducts LAWS ... 26 41.21 –5.35 ...
3.90 1.02 Fluent FLNT ... dd 2.55 –0.06 ... 47.37 28.97 HarmonyBio HRMY ... ... 38.90 –1.66 ... 12.57 6.31 InvestorsBancorp ISBC 5.7 10 8.46 +0.20 .12 258.00 140.53 Masimo MASI ... 58 223.82 –20.95 ...
25.02 10.27 HarpoonTherap HARP ... dd 14.47 –0.87 ... 3.18 0.57 LeapTherap LPTX ... dd 1.95 –0.17 ... 23.53 4.90 MasterCraftBoat MCFT ... dd 20.62 +0.95 ...
12.45 1.17 Fluidigm FLDM ... dd 5.74 –0.71 ... 178.50 96.45 InvestorsTitle ITIC 1.3 9 133.52 –10.80 .44
22.10 8.86 FlushingFin FFIC 6.6 8 12.79 +0.42 .21 7.92 3.33 HarrowHealth HROW ... dd 4.76 –0.39 ... 66.22 39.32 IonisPharma IONS ... 58 46.95 –0.39 ...
17.50 8.50 LegacyHousing LEGH ... 11 13.61 –1.14 ... 127.42 87.56 MatchGroup MTCH ... ... 116.78 –3.52 ...
43.24 24.64 LegendBiotech LEGN ... ... 25.87 –1.75 ... 52.87 10.65 Materialise MTLS ... dd 33.97 –15.13 ...
41.66 12.17 FocusFinPtrs FOCS ... cc 36.51 –3.48 ... 4.41 1.39 HarvardBioSci HBIO ... dd 3.38 +0.28 ... 41.49 18.70 IovanceBiotherap IOVA ... dd 35.68 –1.97 ... 38.64 18.76 LeMaitreVascular LMAT 1.2 40 32.48 –0.34 .095
20.30 14.03 FoghornTherap FHTX ... ... 15.98 –2.14 ... 109.50 41.33 Hasbro HAS 3.3 29 82.72 –9.28 .68 27.50 14.51 iQIYI IQ ... dd 24.70 +1.51 ... 23.83 7.11 MatrixService MTRX ... dd 7.60 –0.77 ...
392.74 135.72 LendingTree TREE ... dd 323.59 –21.32 ... 14.83 6.53 Mattel MAT ... dd 13.77 –0.39 ...
52.75 31.45 FormaTherap FMTX ... ... 43.12 –5.30 ... 31.34 7.55 HawaiianHoldings HA .0 dd 13.85 –1.62 .12 261.05 56.24 iRhythmTechs IRTC ... dd 211.45 –8.70 ... 22.19 20.05 Leslie's LESL ... cc 21.97 +4.97 ...
33.07 16.35 FormFactor FORM ... 29 28.35 –1.27 ... 59.89 26.82 Hawkins HWKN 2.0 15 46.71 –3.47 .2325 4.24 1.22 Iridex IRIX ... dd 1.78 –0.17 ... 40.36 17.01 MatthewsIntl MATW 3.8 dd 21.83 –2.34 .21
25.78 13.45 LevelOneBncp LEVL 1.3 8 15.75 –1.74 .05 37.62 11.78 MaxeonSolar MAXN ... ... 16.20 –2.73 ...
99.06 36.75 FormulaSys FORTY .8 31 85.20 ... .3704 25.00 12.93 HawthornBcsh HWBK 2.5 10 18.96 –0.63 .12 32.08 16.87 IridiumComm IRDM ... dd 26.41 –0.82 ... 5.33 1.10 LexiconPharm LXRX ... dd 1.11 –0.22 ...
50.00 22.45 ForresterResearch FORR ... 52 36.94 –1.06 ... 39.04 15.29 HaynesIntl HAYN 5.4 39 16.21 –1.16 .22 98.55 32.79 iRobot IRBT ... 15 79.58 –4.42 ... 74.87 41.93 MaximIntProducts MXIM .0 28 69.65 –3.22 .48
16.93 6.04 LexinFintech LX ... 12 8.24 +0.42 ... 19.78 15.42 McAfee MCFE ... dd 16.76 –2.03 ...
17.58 3.45 Forterra FRTA ... 27 13.05 –2.95 ... 27.62 12.25 Headhunter HHR ... 49 22.94 –0.10 ... 14.10 7.99 IronwoodPharm IRWD ... 16 9.88 +0.24 ... 24.48 14.31 LiAuto LI ... dd 20.17 +1.77 ...
151.95 70.20 Fortinet FTNT ... 46 110.37 –20.01 ... 41.26 17.48 HealthCatalyst HCAT ... dd 34.48 –0.04 ... 34.33 17.50 iTeosTherap ITOS ... ... 22.77 –1.53 ... 83.95 44.32 McGrathRent MGRC 2.9 14 57.08 –6.54 .42
151.49 80.14 LibertyBroadbandA LBRDA ... cc 140.55 +1.95 ... 7.40 1.29 MedallionFin MFIN ... dd 2.63 +0.08 ...
71.87 39.59 ForwardAir FWRD 1.1 31 62.97 +0.16 .18 31.30 15.80 HealthcareSvcs HCSG 3.6 19 22.88 –0.72 .205 7.19 0.45 IterumTherap ITRM ... dd .47 –0.05 ... 152.42 86.20 LibertyBroadbandC LBRDK ... cc 141.71 +1.72 ... 13.25 2.79 MediciNova MNOV ... dd 5.59 +0.15 ...
13.08 2.69 Fossil FOSL ... dd 5.71 –0.37 ... 88.78 34.40 HealthEquity HQY ... dd 51.49 –6.17 ... 88.32 40.48 Itron ITRI ... dd 67.95 –4.87 ... 25.71 15.24 LibertyGlobal A LBTYA ... dd 18.98 –1.67 ...
20.61 7.96 FosterLB FSTR ... 5 13.56 –1.44 ... 29.78 18.05 HealthStream HSTM ... 35 18.30 –3.04 ... 26.37 11.01 IturanLocation ITRN .0 dd 14.15 –0.02 .24 4.44 1.44 MediWound MDWD ... dd 3.12 –0.41 ...
58.31 15.98 LibertyGlobal B LBTYB ... dd 20.59 –0.59 ... 144.49 58.72 Medpace MEDP ... 34 110.94 –5.60 ...
39.74 19.81 FoxA FOXA 1.7 16 26.52 –0.56 .23 22.75 15.65 HeartlandExp HTLD .4 23 18.31 –0.74 .02 24.41 14.36 LibertyGlobal C LBTYK ... dd 18.66 –1.69 ...
.20 22.32 8.82 MeiraGTx MGTX ... dd 12.78 –0.54 ...
38.84
113.41
19.13
34.58
FoxB
FoxFactory
FOX
FOXF
1.8
...
16
45
26.14
84.08
–0.79
–2.22
.23
...
51.85
33.21
25.26
17.99
HeartlandFinUSA
Heidrick&Strug
HTLF
HSII
2.4
2.6 dd
9 32.94
22.85
–2.28
+1.10 .15 J 19.91
18.96
7.55
7.47
LibertyLatAmA
LibertyLatAmC
LILA
LILAK
...
...
dd
dd
9.80
9.72
–0.81
–0.80
...
...
25.22
1378.50
10.81
422.22
MelcoResorts
MercadoLibre
MLCO
MELI
.0
...
dd
dd
16.12
1214.05
+0.06
–98.11
.1651
...
19.91 1.70 Francesca's FRAN ... dd 2.95 –0.29 ... 213.30 104.02 HelenofTroy HELE ... 23 189.60 –17.51 ... 46.52 16.87 LibertyFormOne A FWONA ... dd 33.30 –1.33 ...
28.61 5.75 Franchise FRG 4.4 ... 22.92 –2.69 .25 49.49 29.03 HeliosTechnologies HLIO .9 60 41.84 –2.28 .09 14.40 3.00 JakksPacific JAKK ... dd 4.56 +0.01 ... 37.32 17.09 MercantileBank MBWM 5.1 8 21.86 –2.24 .28
48.95 18.31 LibertyFormOne C FWONK ... dd 36.13 –1.13 ... 13.44 5.77 MercerIntl MERC 4.1 dd 6.29 –0.52 .065
65.16 41.25 FranklinElec FELE 1.0 30 59.73 –3.51 .155 15.34 7.64 HemisphereMedia HMTV ... dd 7.82 –1.44 ... 191.69 105.67 J&JSnackFoods JJSF 1.7 69 135.57 –1.42 .575 30.16 13.59 LibertyBraves A BATRA ... dd 20.70 –1.67 ...
21.69 15.25 FreelineTherap FRLN ... ... 17.90 +1.40 ... 73.99 41.85 HenrySchein HSIC ... 23 63.58 –4.21 ... 86.58 30.84 JD.com JD ... 41 81.52 +0.18 ... 96.29 52.24 MercurySystems MRCY ... 44 68.88 –8.33 ...
29.99 13.20 LibertyBraves C BATRK ... dd 20.47 –1.52 ... 4.25 0.69 MereoBioPharma MREO ... dd 2.37 –0.22 ...
3.42 0.73 FreightCarAmer RAIL ... dd 1.51 –0.37 ... 13.14 6.04 HeritageCommerce HTBK 7.2 15 7.25 –0.64 .13 99.35 41.33 Joyy YY .3 7 91.38 +6.25 .013 51.11 22.54 LibertySirius A LSXMA ... 28 34.57 –2.50 ...
12.19 5.95 FrequencyElec FEIM ... dd 9.14 –1.14 ... 32.58 11.30 HeritageCrystal HCCI ... 88 16.48 +0.24 ... 104.57 53.25 j2Global JCOM ... 18 67.88 –2.24 ... 10.46 7.72 MeridaMergerCorp.I MCMJ ... cc 9.75 –0.05 ...
50.52 22.63 LibertySirius C LSXMK ... 28 34.60 –2.25 ... 20.86 8.88 MeridianBancorp EBSB 2.6 10 12.45 –0.10 .08
28.78 14.15 FrequencyTherap FREQ ... dd 21.88 –0.09 ... 29.25 14.65 HeritageFin HFWA 3.8 19 20.96 –0.86 .20 200.98 123.64 JackHenry JKHY 1.2 38 148.25 –10.06 .43 134.00 2.10 LibertyTripAdvB LTRPB ... dd 33.85 –3.03 ...
126.60 40.79 Freshpet FRPT ... cc 114.50 –3.30 ... 7.44 0.76 Hexindai HX ... ... 2.09 –0.21 ... 89.59 16.81 JackintheBox JACK 2.0 26 80.06 –7.65 .40 26.58 5.51 MeridianBiosci VIVO ... 17 17.15 –1.18 ...
10.20 0.86 LibertyTripAdvA LTRPA ... dd 1.78 –0.10 ... 20.89 10.68 Meridian MRBK 2.8 5 17.58 –0.10 .125
49.51 30.06 frontdoor FTDR ... 24 39.62 –1.64 ... 55.96 7.33 HibbettSports HIBB ... 20 37.81 –6.40 ... 57.41 25.34 JamesRiver JRVR 2.6 32 46.73 –8.49 .30 12.57 3.26 LifetimeBrands LCUT 1.7 dd 10.05 –1.90 .0425
3.50 0.24 FuelCell FCEL ... dd 2.00 –0.38 ... 8.99 4.20 HighPeakEner HPK ... ... 4.56 +0.25 ... 51.00 31.32 JamfHolding JAMF ... dd 32.60 –0.42 ... 8.89 1.43 LifewayFoods LWAY ... 34 4.61 –0.61 ... 54.17 20.66 MeritMedical MMSI ... dd 50.05 +1.07 ...
22.96 5.82 FulcrumTherap FULC ... dd 9.86 –1.14 ... 2.50 0.52 HighPeakEnerWt HPKEW ... ... 1.04 +0.52 ... 156.26 86.88 JazzPharma JAZZ ... 62 144.10 –6.16 ... 127.80 57.24 LigandPharm LGND ... dd 82.45 –2.57 ... 4.75 1.49 MerrimackPharm MACK ... dd 3.86 +0.01 ...
52.47 6.70 FulgentGenetics FLGT ... cc 32.53 –3.32 ... 5.10 1.73 HimaxTechs HIMX ... dd 3.53 –0.27 ... 21.65 6.61 JetBlue JBLU ... dd 11.97 –1.46 ... 8.19 3.43 LimelightNetworks LLNW ... dd 3.53 –0.67 ... 26.64 1.32 MersanaTherap MRSN ... dd 18.02 –0.46 ...
18.00 8.89 FultonFin FULT 4.7 10 10.99 –0.24 .13 216.82 125.55 HinghamSvg HIFS .9 10 201.97 –4.60 .45 95.20 60.00 JFrog FROG ... dd 72.43 –12.82 ... 31.45 4.40 LiminalBioSci LMNL ... dd 4.60 –1.11 ... 20.64 10.18 Merus MRUS ... dd 12.18 –0.88 ...
18.00 3.12 Funko FNKO ... dd 6.34 –0.42 ... 17.59 9.52 HollysysAuto HOLI 1.8 9 11.19 –0.63 .20 30.00 1.60 Jiayin JFIN ... 6 2.82 –0.26 ... 21.85 10.60 Limoneira LMNR 2.2 dd 13.83 –1.04 .075 9.65 2.05 MesaAir MESA ... 4 3.16 –0.53 ...
19.00 11.50 FusionPharm FUSN ... ... 12.40 +0.03 ... 73.63 26.49 Hologic HOLX ... 28 68.82 +0.91 ... 97.00 48.76 JohnsonOutdoors JOUT 1.0 20 87.33 +1.00 .21 8.99 1.60 LincolnEduc LINC ... 13 4.67 –0.75 ... 288.80 181.90 MesaLab MLAB .2 dd 261.41 –15.96 .16
40.99 8.16 Futu FUTU ... 64 29.73 –3.49 ... 40.00 18.57 HomeBancorp HBCP 3.5 11 25.24 –1.33 .22 11.72 2.85 JounceTherap JNCE ... 14 8.32 –1.17 ... 106.20 59.30 LincolnElectric LECO 2.0 30 101.82 –3.72 .49 21.28 3.12 Mesoblast MESO ... dd 10.70 –0.51 ...
21.04 9.71 HomeBancShares HOMB 3.4 13 16.60 –1.10 .14 11.34 3.01 LiquiditySvcs LQDT ... dd 8.53 –0.91 ... 40.00 13.09 MetaFinancial CASH .7 10 29.34 +4.02 .05
.15 16.19 8.05 Metacrine MTCR ... ... 9.10 ... ...
G 34.49
27.79
18.44
11.75
HomeStreet
HomeTrustBcshs
HMST
HTBI
1.9
1.8
12
12
31.07
15.97
–0.12
–0.45 .08 KL 204.15
85.30
103.63
33.40
Littelfuse
LivaNova
LFUS
LIVN
1.0
...
52
dd
197.94
50.34
–4.63
–3.11
.48
... 42.19 9.00 Methanex MEOH .5 dd 29.67 –1.21 .0375
22.50 9.19 HomologyMed FIXX ... dd 10.57 –0.66 ... 37.90 7.57 LiveOakBcshs LOB .3 42 37.28 +3.57 .03 19.07 8.31 MetroCityBkshs MCBS 2.6 10 13.97 –0.69 .09
87.32 26.51 GCI LibertyA GLIBA ... 11 81.23 +0.51 ... 30.40 12.30 HookerFurniture HOFT 2.3 dd 27.50 –2.58 .16 223.54 110.19 KLA KLAC 1.8 26 197.18 –5.99 .90 63.90 14.08 LivePerson LPSN ... dd 53.46 –5.07 ... 11.70 1.00 Michaels MIK ... 9 8.11 –1.33 ...
91.97 41.45 GDS Holdings GDS ... dd 84.04 –1.99 ... 15.51 7.03 HopeBancorp HOPE 6.9 8 8.07 –0.57 .14 49.90 2.53 KLX Energy KLXE ... dd 3.92 –0.49 ... 151.05 18.76 LivongoHealth LVGO ... dd 139.77 +0.86 ... 116.56 53.15 MicrochipTech MCHP 1.4 42 105.08 –7.44 .368
31.38 8.80 G1Therapeutics GTHX ... dd 10.99 –1.67 ... 19.48 7.42 HorizonBancorp HBNC 3.9 8 12.40 –0.26 .12 11.64 6.36 KVH Inds KVHI ... dd 8.69 –0.47 ... 10.05 5.60 LixiangEduc LXEH ... 16 8.53 –0.27 ... 61.19 31.13 MicronTech MU ... 21 50.34 –2.51 ...
150.00 21.49 GRAVITY GRVY ... 33 118.94 –4.72 ... 13.78 4.51 HorizonTechFin HRZN 10.5 9 11.40 –0.49 .10 5.50 2.30 Kadmon KDMN ... dd 3.40 –0.13 ... 15.25 1.95 Lizhi LIZI ... dd 1.96 –0.23 ... 232.86 132.52 Microsoft MSFT 1.1 33 202.47 –13.76 .56
8.74 4.75 GSI Tech GSIT ... dd 6.11 –1.00 ... 86.67 23.81 HorizonTherap HZNP ... 31 74.93 –2.51 ... 117.06 50.49 KaiserAlum KALU 4.3 83 62.93 –0.99 .67 11.60 3.05 LogicBioTherap LOGC ... dd 5.52 –0.12 ... 187.00 90.00 MicroStrategy MSTR ... cc 167.07 –17.23 ...
141.98 67.98 GWPharm GWPH ... dd 90.01 –4.99 ... 6.85 1.03 HoughtonMifflin HMHC ... dd 2.61 –0.46 ... 14.68 3.45 KalaPharm KALA ... dd 6.60 –1.15 ... 95.71 31.37 LogitechIntl LOGI 1.0 22 84.65 –3.37 .8729 3.45 0.15 MicroVision MVIS ... dd 1.73 –0.71 ...
12.79 4.70 Gaia GAIA ... dd 10.14 –0.42 ... 4.73 1.67 HoustonWire HWCC ... dd 2.75 +0.05 ... 11.89 2.82 KaleidoBiosci KLDO ... dd 6.11 –0.78 ... 13.96 5.70 LoopIndustries LOOP ... dd 6.04 –1.21 ... 29.88 15.50 MidPennBancorp MPB 3.7 8 19.55 –0.50 .18
274.03 112.00 Galapagos GLPG ... 61 116.48 –11.17 ... 46.30 25.01 Huazhu HTHT ... dd 39.63 –3.94 ... 19.41 5.61 KalVistaPharm KALV ... dd 17.21 +1.97 ... 40.67 13.68 LoralSpace LORL ... dd 17.41 –2.93 ... 128.48 41.73 Middleby MIDD ... 19 99.54 –9.14 ...
17.11 13.53 Galecto GLTO ... ... 15.00 ... ... 60.42 36.51 HubGroup HUBG ... 21 50.13 –2.59 ... 13.33 4.40 Kamada KMDA ... 15 7.15 –1.23 ... 31.80 9.50 LordstownMotors RIDE ... cc 13.05 –5.16 ... 72.41 48.79 MiddlesexWater MSEX 1.7 30 64.14 –5.56 .2725
19.50 5.58 GaleraTherap GRTX ... dd 8.19 –4.05 ... 13.10 6.06 HudsonGlobal HSON ... 69 10.30 +0.13 ... 17.40 2.17 KandiTech KNDI ... 47 6.26 –0.83 ... 14.30 0.30 LordstownMotorsWt RIDEW ... ... 4.22 –2.49 ... 29.50 12.48 MidlandStBncp MSBI 7.2 13 14.90 +0.03 .2675
7.70 2.60 GamidaCell GMDA ... dd 5.08 –0.54 ... 14.80 4.83 HuizeHolding HUIZ ... dd 7.00 –0.57 ... 152.00 13.52 KarunaTherap KRTX ... dd 81.19 +0.42 ... 37.93 4.00 Lovesac LOVE ... dd 25.74 –6.26 ... 39.03 15.25 MidWestOneFin MOFG 4.4 9 20.15 –2.15 .22
50.99 13.04 Gaming&Leisure GLPI 6.6 17 36.35 –2.85 .60 144.35 75.29 JBHunt JBHT .9 26 121.74 –7.23 .27 29.61 11.63 KaryopharmTherap KPTI ... dd 14.82 –0.94 ... 399.90 128.85 lululemon LULU ... 77 319.29 –14.63 ... 23.25 1.69 MilestonePharm MIST ... dd 5.76 –0.24 ...
106.00 61.04 Garmin GRMN 2.3 20 104.02 +3.18 .61 15.63 6.82 HuntingtonBcshs HBAN 5.7 15 10.44 –0.03 .15 14.40 6.91 KearnyFinancial KRNY 3.8 15 8.40 –0.96 .08 96.74 59.06 Lumentum LITE ... 47 82.69 –1.34 ... 49.87 14.39 MillerHerman MLHR 2.5 cc 30.47 –4.34 .1875
13.84 9.38 GencorIndustries GENC ... 28 11.56 –0.63 ... 39.38 20.39 Hurco HURC 1.7 dd 29.84 –1.52 .13 25.09 10.13 KellyServices A KELYA .0 dd 17.38 –2.13 .075 41.69 17.35 Luminex LMNX 1.6 93 22.04 +0.69 .09 49.71 20.15 MillicomIntl TIGO .0 dd 29.84 –3.04 1.32
11.24 4.62 GeneralFin GFN ... 53 6.55 –0.53 ... 70.91 35.15 HuronConsulting HURN ... dd 37.86 –4.75 ... 90.36 10.35 KellyServices B KELYB .0 dd 17.26 –2.35 .075 32.40 6.74 LumosPharma LUMO ... dd 14.44 +0.04 ... 54.40 25.14 Mimecast MIME ... cc 38.21 –4.59 ...
32.18 17.00 GenerationBio GBIO ... ... 25.84 +2.78 ... 34.90 14.74 HutchisonChina HCM ... dd 29.44 –1.26 ... 8.15 4.40 KY FirstFedBncp KFFB 6.3 dd 6.32 +0.07 .10 11.99 6.76 LutherBurbank LBC 2.4 12 9.43 –0.21 .0575 2.64 1.45 Mind CTI MNDO 10.9 9 2.20 –0.10 .24
17.71 9.03 Genetron GTH ... dd 10.10 –1.26 ... 66.41 19.10 KerosTherap KROS ... ... 55.60 +1.69 ... 54.50 14.56 Lyft LYFT ... dd 22.83 –3.19 ... 15.22 1.81 MinervaNeurosci NERV ... dd 3.21 –0.08 ...
3.63 225.06
22.48
38.87 16.24
Genfit
Genmab
GNFT
GMAB
...
...
dd
26
3.63
33.66
–0.84
–2.01
...
... I 32.00
19.57
18.98
6.96
KeurigDrPepper
KewauneeSci
KDP
KEQU
2.2
...
29
dd
26.90
8.20
–2.31
–0.26
.15
...
22.00 10.44 LyraTherap LYRA ... ... 10.70 –1.54 ...
28.31
66.01
6.51
MiratiTherap
MirumPharm
MRTX
MIRM
...
...
dd
dd
217.14
15.75
+36.94
–2.31
...
...
22.20 6.71 Misonix MSON ... dd 11.36 –1.13 ...
M
20.88 3.36 GenMarkDiagn GNMK ... dd 12.22 +0.70 ... 10.48 2.51 KeyTronic KTCC ... 17 7.64 –1.42 ...
31.27 19.48 Gentex GNTX 1.7 23 27.67 –1.77 .12 137.97 100.22 IAC/InterActive IAC ... ... 120.72 –8.59 ... 9.79 2.18 KezarLifeSci KZR ... dd 5.12 –0.65 ... 15.03 11.75 MissionProduce AVO ... 27 13.19 +0.02 ...
49.95 27.24 Gentherm THRM ... 42 46.29 –0.71 ... 18.49 9.27 IBEX IBEX ... ... 15.11 –0.79 ... 42.64 20.60 Kforce KFRC 2.3 16 34.70 –3.69 .20 7.40 2.94 MobileIron MOBL ... dd 7.04 +0.01 ...
17.66 4.61 GeospaceTech GEOS ... dd 5.13 –0.75 ... 95.24 47.75 ICF Intl ICFI .9 20 65.39 –5.76 .14 18.49 9.78 KimballElec KE ... 17 12.12 –0.50 ... 44.69 15.03 Macom Tech MTSI ... dd 36.50 +1.05 ... 95.21 15.52 Moderna MRNA ... dd 67.47 –3.06 ...
36.17 23.54 GermanAmerBncp GABC 2.5 14 30.17 –1.43 .19 236.51 158.01 ICU Medical ICUI ... 46 177.79 –15.01 ... 22.40 8.19 KimballIntl B KBAL 3.5 9 10.30 –0.87 .09 3.43 1.01 MDC Partners MDCA ... dd 2.34 +0.25 ... 40.87 13.33 Momo MOMO .0 8 15.00 –0.21 .76
2.40 0.75 Geron GERN ... dd 1.74 –0.15 ... 19.97 2.95 IDEAYA Bio IDYA ... dd 12.17 –0.60 ... 42.80 17.01 KingsoftCloud KC ... dd 29.05 –2.10 ... 83.26 47.19 MGE Energy MGEE 2.3 25 65.02 –3.73 .37 57.57 12.83 MonarchCasino MCRI ... 62 43.39 –2.01 ...
74.00 30.60 GibraltarInds ROCK ... 24 57.45 –9.53 ... 453.20 168.65 IdexxLab IDXX ... 74 424.82 –4.84 ... 28.67 6.28 KiniksaPharm KNSA ... dd 15.66 –3.10 ... 53.33 21.64 MGP Ingredients MGPI 1.1 18 42.02 +0.39 .12 59.96 41.19 Mondelez MDLZ 2.4 22 53.12 –3.49 .315
34.42 2.96 GIIIApparel GIII ... 10 13.48 –1.70 ... 9.98 5.00 IEC Elec IEC ... 15 9.57 +0.07 ... 214.55 80.93 KinsaleCapital KNSL .2 64 187.47 –23.79 .09 3.33 0.70 MINDTechnology MIND ... dd 2.05 –0.26 ... 5.92 1.15 MoneyGram MGI ... dd 5.15 +0.42 ...
10.76 4.70 GilatSatellite GILT ... 24 5.99 +0.41 ... 39.45 13.73 IES Holdings IESC ... 18 31.92 –3.95 ... 13.58 0.56 Kirkland's KIRK ... dd 9.28 –2.52 ... 129.97 66.87 MKS Instrum MKSI .7 22 108.39 –4.82 .20 273.01 93.81 MongoDB MDB ... dd 228.47 –19.53 ...
85.97 57.04 GileadSciences GILD 4.7 60 58.15 –2.64 .68 89.81 19.43 IGM Biosci IGMS ... dd 52.79 –8.13 ... 102.74 20.57 KodiakSciences KOD ... dd 90.81 –5.82 ... 13.40 3.50 MTBC MTBC ... dd 7.67 –0.93 ... 325.18 130.12 MonolithicPower MPWR .6 cc 319.60 –1.85 .50
46.54 26.66 GlacierBancorp GBCI 3.4 14 35.80 –1.33 .30 52.97 19.00 II-VI IIVI ... dd 45.47 –1.73 ... 73.18 22.17 KornitDigital KRNT ... dd 67.32 +0.04 ... 61.10 13.15 MTS Systems MTSC .0 35 24.28 –1.76 .30 81.54 37.09 Monro MNRO 2.1 47 42.06 –3.50 .22
10.69 4.04 GladstoneCap GLAD 10.7 dd 7.31 –0.26 .065 47.46 9.30 I-Mab IMAB ... ... 41.17 +0.50 ... 36.37 19.99 KraftHeinz KHC 5.2 dd 30.59 –0.78 .40 46.71 16.33 MYR Group MYRG ... 13 42.75 –1.60 ... 87.05 50.06 MonsterBev MNST ... 36 76.57 –3.82 ...
23.74 7.59 GladstoneComm GOOD 9.2 dd 16.25 –1.22 .1252 202.58 98.04 IPG Photonics IPGP ... 78 185.96 –14.22 ... 22.26 5.00 KratosDefense KTOS ... cc 18.89 –2.71 ... 11.42 6.01 Macatawa MCBC 4.5 8 7.19 –0.38 .08 201.69 102.59 Morningstar MORN .6 47 190.38 +5.82 .30
15.34 6.43 GladstoneInvt GAIN 10.1 dd 8.33 –0.50 .07 18.00 5.06 IRSA Prop IRCP ... ... 8.00 +0.16 ... 34.90 25.50 KronosBio KRON ... ... 28.09 –4.33 ... 32.18 4.04 Macrogenics MGNX ... dd 19.41 –2.68 ... 31.00 9.90 Morphic MORF ... dd 26.91 –1.75 ...
16.76 9.61 GladstoneLand LAND 3.9 dd 13.87 –0.55 .0449 37.85 13.01 i3Verticals IIIV ... dd 20.63 –4.80 ... 66.85 33.08 KrystalBiotech KRYS ... dd 42.99 –5.16 ... 136.13 56.82 MadrigalPharm MDGL ... dd 127.25 –3.74 ... 37.96 18.21 MorphoSys MOR ... 43 25.13 –1.10 ...
87.54 39.95 GlbBloodTherap GBT ... dd 52.88 –3.48 ... 8.97 2.64 IVERICbio ISEE ... dd 5.92 –0.08 ... 28.66 16.91 Kulicke&Soffa KLIC 1.8 39 26.14 –0.77 .12 4.45 2.46 MagalSec MAGS ... 24 3.78 –0.02 ... 24.60 10.43 MotorcarParts MPAA ... dd 14.73 –0.47 ...
34.65 17.01 GlobalIndemnity GBLI 4.1 12 24.51 +0.53 .25 70.00 34.00 IcahnEnterprises IEP 16.2 dd 49.44 –1.80 2.00 35.25 6.35 KuraOncology KURA ... dd 31.25 +1.33 ... 81.04 30.60 MagellanHealth MGLN ... 14 72.27 –5.64 ... 4.85 1.78 MustangBio MBIO ... dd 2.67 –0.28 ...
14.99 8.51 GlobalWaterRscs GWRS 2.7 cc 10.60 –0.70 .0241 39.83 13.68 Ichor ICHR ... 28 23.26 –1.12 ... 28.80 5.07 KuraSushiUSA KRUS ... dd 12.87 –2.30 ... 16.19 5.76 MagentaTherap MGTA ... dd 6.31 –0.74 ... 23.11 12.75 Mylan MYL ... 28 14.54 –1.15 ...
10.85 3.98 GluMobile GLUU ... dd 7.16 –0.78 ... 10.22 3.01 iClickInteract ICLK ... dd 7.97 –0.54 ... 41.71 25.43 KymeraTherap KYMR ... ... 35.99 –1.51 ... 16.87 6.31 MagicSoftware MGIC 2.8 28 12.58 –0.99 .175 224.00 42.65 MyoKardia MYOK ... dd 223.53 +0.56 ...
6.72 1.82 GlycoMimetics GLYC ... dd 2.80 –0.43 ... 215.29 104.28 Icon ICLR ... 29 180.30 –14.05 ... 132.98 33.00 LGI Homes LGIH ... 13 106.88 –10.00 ... 13.11 4.09 Magnite MGNI ... dd 9.03 –0.78 ... 35.29 9.24 MyriadGenetics MYGN ... dd 12.43 –2.18 ...
M18 BARRON’S November 2, 2020

Nasdaq Issues
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
19.75 5.23 OraSureTechs OSUR ... dd 14.94 +0.03 ... 18.50 4.72 ProventionBio PRVB ... dd 11.86 –1.32 ... 55.00 37.62 Sanofi SNY 2.6 9 45.30 –4.03 1.6994 21.97 5.35 SyndaxPharm SNDX ... dd 17.41 +1.40 ...
120.45
N 15.93
3.77
3.83
1.01
OrchardTherap
OrganiGram
ORTX
OGI
...
...
dd
dd
4.04
1.20
–0.48
–0.06
...
... 22.99
40.40
11.40
ProvidenceService
ProvidentFin
PRSC
PROV
...
4.4
dd
14
117.55
12.66
–1.99
–1.02
...
.14
35.23
175.00
13.55
78.06
SapiensInt
SareptaTherap
SPNS
SRPT
...
...
46
dd
27.13
135.91
–1.86
–1.82
...
...
74.25
3.46
30.02
1.35
SyneosHealth
Synlogic
SYNH
SYBX
...
...
30
dd
53.08
1.86
–4.98
–0.14
...
...
40.67 18.60 OricPharm ORIC ... ... 21.50 +0.26 ... 18.59 9.53 PrudentialBncp PBIP 2.4 9 11.59 –0.75 .07 36.10 3.50 SatsumaPharm STSA ... dd 3.56 –0.47 ... 232.74 104.90 Synopsys SNPS ... 53 213.86 –12.88 ...
33.09 13.33 Napco Security NSSC ... 53 24.12 –0.89 ... 38.14 15.98 OriginBancorp OBNK 1.8 16 22.37 –2.14 .10 52.00 37.64 Pulmonx LUNG ... dd 42.06 –0.18 ... 5.48 0.69 Savara SVRA ... dd 1.04 –0.14 ... 2.15 0.54 SyprisSolutions SYPR ... dd 1.12 –0.10 ...
41.50 26.20 NBT Bancorp NBTB 3.9 12 27.38 –1.79 .27 11.07 9.20 Orphazyme ORPH ... dd 9.27 –0.80 ... 15.00 5.50 PumaBiotech PBYI ... dd 8.37 –1.13 ... 39.01 13.78 ScanSource SCSC ... dd 20.10 –0.71 ... 14.69 4.26 SyrosPharm SYRS ... dd 6.67 –0.86 ...
2.60 0.31 NCS Multistage NCSM ... dd .71 –0.08 ... 47.91 22.11 OrthofixIntl OFIX ... dd 31.26 –2.22 ... 9.02 4.11 Puyi PUYI ... dd 5.55 –0.10 ... 22.97 10.09 SchnitzerSteel SCHN 3.6 dd 21.00 –0.38 .1875 47.46 16.96 TCF Financial TCF 5.1 18 27.21 –2.41 .35
23.95 9.24 NGM Biopharm NGM ... dd 17.34 +0.29 ... 55.98 32.21 OrthoPediatrics KIDS ... dd 44.60 –4.43 ... 54.54 28.21 QAD A QADA .7 dd 41.84 –3.45 .072 46.50 6.95 ScholarRock SRRK ... dd 38.90 +24.76 ... 14.59 4.30 TCG BDC CGBD 15.6 dd 8.22 –0.49 .37
240.58 110.59 NICE NICE ... 75 228.26 +0.17 ... 9.67 2.81 OsmoticaPharm OSMT ... dd 5.13 –0.81 ... 38.04 20.53 QAD B QADB .8 dd 30.50 –0.50 .06 45.80 18.80 Scholastic SCHL 3.0 dd 19.76 –2.33 .15 22.84 5.84 TCR2 Therap TCRR ... dd 19.67 –1.22 ...
25.94 15.49 NIC EGOV 1.6 25 22.42 +1.41 .09 4.89 1.53 Otonomy OTIC ... dd 3.58 –0.21 ... 20.44 3.40 Q&K Intl QK ... ... 4.00 –0.16 ... 99.50 25.50 Schrodinger SDGR ... dd 48.78 –11.83 ... 23.55 5.25 TelaBio TELA ... dd 15.16 –1.83 ...
35.79 8.06 NMI Holdings NMIH ... 9 21.49 –3.01 ... 57.74 30.95 OtterTail OTTR 3.9 18 38.35 –2.48 .37 44.76 22.39 QCR Holdings QCRH .8 9 31.03 –0.34 .06 37.58 3.76 ScientificGames SGMS ... dd 31.88 –2.96 ... 22.47 12.65 TFS Fin TFSL 7.1 49 15.71 –0.66 .28
10.15 1.35 NN NNBR ... dd 5.36 –0.81 ... 65.00 42.50 OutsetMedical OM ... ... 46.47 –3.26 ... 21.64 8.62 QIWI QIWI 6.1 12 14.59 –1.20 .33 18.50 5.82 SciPlay SCPL ... 18 13.35 –1.49 ... 123.42 63.50 T-MobileUS TMUS ... 36 109.57 –2.81 ...
145.15 58.41 NXP Semi NXPI 1.1 dd 135.12 –2.06 .375 128.50 2.47 Overstock OSTK ... cc 56.10 –15.78 ... 140.69 67.54 Qorvo QRVO ... 38 127.36 –8.34 ... 11.99 4.01 scPharm SCPH ... dd 8.62 –0.41 ... 36.59 9.19 TPIComposites TPIC ... dd 33.12 –0.40 ...
2.23 0.49 NabrivaTherap NBRV ... dd .50 –0.06 ... 9.40 1.80 OvidTherap OVID ... dd 5.11 –0.23 ... 132.42 58.00 Qualcomm QCOM 2.1 52 123.36 –5.52 .65 16.93 5.36 ScrippsEW SSP 2.2 dd 9.08 –1.34 .05 148.88 82.51 TRowePrice TROW 2.8 15 126.66 –21.44 .90
66.67 20.26 NanoXImaging NNOX ... ... 27.60 –3.14 ... 17.77 8.37 OxfordImmunotec OXFD ... dd 11.24 –0.94 ... 125.22 63.37 Qualys QLYS ... 42 87.85 –9.82 ... 4.98 0.69 SeaChange SEAC ... dd .75 –0.04 ... 61.54 26.28 TTEC TTEC 1.4 26 54.78 –4.67 .40
46.93 13.85 NanoStringTech NSTG ... dd 36.65 +0.53 ... 9.60 1.86 OxfordLane OXLC 18.7 dd 4.34 –0.09 .0675 48.95 10.90 Quanterix QTRX ... dd 36.61 –3.98 ... 31.42 13.30 SeacoastBkgFL SBCF ... 15 21.48 –0.01 ... 16.25 8.06 TTM Tech TTMI ... dd 11.87 –0.55 ...
6.39 0.51 NantHealth NH ... dd 2.01 –0.43 ... 6.26 2.04 OxfordSquare OXSQ 16.8 dd 2.50 –0.02 .035 8.52 1.26 Quantum QMCO ... dd 4.18 –0.67 ... 64.17 39.02 Seagate STX 5.6 12 47.82 –2.92 .67 3.15 0.24 T2Biosystems TTOO ... dd 1.34 +0.01 ...
15.70 1.06 NantKwest NK ... dd 7.51 –1.07 ... 41.37 13.26 OysterPtPharma OYST ... dd 19.83 –1.56 ... 22.99 6.52 Quhuo QH ... ... 6.94 –0.62 ... 213.94 90.57 Seagen SGEN ... dd 166.80 –30.12 ... 69.72 33.04 TabulaRasaHlth TRHC ... dd 34.54 –4.91 ...
137.94 71.66 Nasdaq NDAQ 1.6 22 120.99 –8.13 .49 306.72 56.90 Quidel QDEL ... 75 268.29 +20.08 ... 16.91 4.02 SeaSpine SPNE ... dd 12.76 –1.85 ... 71.65 29.47 TactileSystems TCMD ... dd 36.58 –2.72 ...
75.00
82.18
16.87
39.01
Natera
Nathan's
NTRA
NATH
...
2.8
dd
18
67.26
50.76
–3.93
–0.04
...
.35 PQ 17.79
10.38
5.76
2.40
QuinStreet
Quotient
QNST
QTNT
...
...
47
dd
16.01
4.72
–1.16
+0.01
...
...
7.30
18.23
2.11
5.29
SecooHolding
SecureWorks
SECO
SCWX
...
...
14
dd
2.50
10.40
–0.38
–0.72
...
...
12.65
180.61
2.48
100.00
TaiwanLiposome
TakeTwoSoftware
TLC
TTWO
...
...
dd
40
4.42
154.92
–0.27
–9.51
...
...
93.41 35.71 NationalBeverage FIZZ ... 25 78.29 –8.78 ... 28.46 2.28 QurateRetailB QRTEB .0 dd 6.85 –0.63 1.50 7.39 3.67 SecurityNatFin SNFCA ... 5 6.59 –0.50 ... 46.80 18.30 Talend TLND ... dd 37.64 –2.40 ...
9.85 1.62 NatlCineMedia NCMI 14.1 14 1.99 –0.27 .07 66.39 22.00 PAM Transport PTSI ... dd 39.60 –9.26 ... 7.98 1.73 QurateRetailA QRTEA .0 dd 6.77 –0.69 1.50 12.47 5.98 SelectBancorp SLCT ... 17 7.45 –0.50 ... 123.74 43.69 TandemDiabetes TNDM ... dd 109.00 –6.15 ...
34.48 11.82 NatlGeneral NGHC .6 10 33.97 +0.03 .05 7.52 3.75 P&FIndustries PFIN .0 dd 4.60 –0.20 .05 6.55 2.12 Qutoutiao QTT ... dd 2.15 –0.26 ... 4.83 1.29 SelectaBiosci SELB ... dd 2.96 +0.13 ... 5.36 0.75 TarenaIntl TEDU ... dd 1.97 –0.17 ...
47.89 20.42 NatlInstruments NATI 3.3 16 31.28 –4.04 .26 17.75 7.31 PCB Bancorp PCB 4.3 10 9.40 –0.20 .10 70.89 37.05 SelectiveIns SIGI 1.9 16 52.06 –4.27 .25 26.55 15.32 TarsusPharm TARS ... ... 20.44 –3.06 ...
71.35
16.95
34.00
10.20
NatlResearch
NatlSecurity
NRC
NSEC
.0
2.1
37
dd
51.80
11.35
–1.85
–0.51
.21
.06
56.33
9.65
30.10
3.95
PCConnection
PCTEL
CNXN
PCTI
.0
4.3
18
26
45.55
5.10
–2.05
–0.34
.32
.055 R 64.10
48.05
26.03
25.04
Semtech
SenecaFoods A
SMTC
SENEA
...
...
79
5
54.89
36.85
–2.09
–4.43
...
...
7.41
27.53
3.00
18.16
TatTechnologies
TayshaGene
TATT
TSHA
...
...
cc
...
4.12
20.80
–0.23
+0.78
...
...
43.50 11.70 NationalVision EYE ... dd 40.33 –2.80 ... 27.84 4.51 PDC Energy PDCE ... dd 11.92 –1.24 ... 48.50 27.53 SenecaFoods B SENEB ... 5 38.42 –3.58 ... 51.18 16.82 TechTarget TTGT ... 76 43.80 –3.13 ...
298.00 120.55 NatlWesternLife NWLI .2 6 169.63 –18.96 .36 26.42 8.61 PDF Solutions PDFS ... dd 18.74 –1.51 ... 51.21 10.52 RaptTherap RAPT ... dd 28.74 –4.27 ... 35.02 2.52 SeresTherap MCRB ... dd 27.89 –2.27 ... 12.52 6.15 Ericsson ERIC .9 24 11.21 –1.15 .0546
10.18 4.75 NaturalAlt NAII ... dd 7.74 –0.10 ... 3.78 2.05 PDL Biopharm PDLI ... dd 2.15 –0.11 ... 21.90 10.61 RBB Bancorp RBB 2.8 8 12.77 +0.11 .09 25.70 3.59 ServiceProperties SVC .6 dd 7.21 –0.97 .01 6.50 3.45 TeleNav TNAV ... 55 4.07 –0.01 ...
34.89 16.38 NatusMedical NTUS ... dd 18.21 +0.09 ... 14.85 7.31 PDLCommBncp PDLB ... dd 9.10 –0.93 ... 185.06 77.63 RBC Bearings ROLL ... 25 119.05 –8.58 ... 2.10 0.53 ServiceSource SREV ... dd 1.39 –0.08 ... 7.00 0.51 Teligent TLGT ... dd .53 –0.15 ...
15.50 4.07 Navient NAVI 8.0 4 8.01 –1.39 .16 11.41 6.41 PICO PICO ... 27 8.27 –0.66 ... 27.79 6.52 RCI Hospitality RICK .7 dd 21.40 –3.91 .04 40.90 21.76 ServisFirstBcshs SFBS 1.9 13 36.90 –2.14 .175 166.31 48.78 10xGenomics TXG ... dd 136.90 –5.37 ...
103.95 66.82 nCino NCNO ... dd 70.52 –2.64 ... 42.93 31.50 PMV Pharm PMVP ... ... 35.05 +0.14 ... 3.20 1.02 RCM Tech RCMT ... dd 1.27 –0.15 ... 1.54 0.37 SesenBio SESN ... dd 1.02 –0.16 ... 42.39 16.28 Tenable TENB ... dd 34.11 –2.99 ...
28.60 13.63 NektarTherap NKTR ... dd 15.84 –1.70 ... 37.51 10.61 PPD PPD ... cc 32.88 –2.60 ... 54.97 20.03 REGENXBIO RGNX ... dd 28.76 –0.10 ... 25.89 17.51 ShattuckLabs STTK ... ... 25.85 +4.09 ... 93.44 42.87 Teradyne TER .5 22 87.85 –4.15 .10
82.06 48.91 Neogen NEOG ... 61 69.74 –2.55 ... 47.35 19.40 PRA Group PRAA ... 12 34.13 –3.89 ... 7.07 3.31 RF Industries RFIL .0 79 4.28 –0.34 .02 59.93 31.95 ShenandoahTel SHEN .8 31 43.62 –1.71 .34 32.45 19.23 TerritBanc TBNK 4.3 10 21.21 –1.31 .23
18.13 2.79 NeoleukinTherap NLTX ... dd 10.49 –0.95 ... 113.41 58.67 PRA HealthSci PRAH ... 30 97.44 –12.49 ... 31.98 22.58 RGC Resources RGCO 2.9 17 23.80 +0.08 .175 79.74 22.01 ShockwaveMed SWAV ... dd 68.32 –4.51 ... 502.49 61.85 Tesla TSLA ... cc 388.04 –32.59 ...
1.98 0.45 NeosTherap NEOS ... dd .68 –0.11 ... 6.11 1.77 PRGX Global PRGX ... dd 5.44 +0.43 ... 10.20 3.00 RISE Education REDU ... dd 5.73 –0.26 ... 40.15 12.56 ShoeCarnival SCVL 1.2 42 30.98 –2.87 .09 14.22 4.12 TesscoTech TESS .0 dd 6.10 +0.17 .02
4.45 2.70 Net1UEPS UEPS ... dd 3.01 –0.09 ... 97.67 43.90 PTC PTC ... 74 83.88 –5.37 ... 18.08 7.12 R1RCM RCM ... cc 17.92 +0.45 ... 17.90 7.63 ShoreBancshares SHBI 4.4 9 10.82 –0.66 .12 112.56 63.61 TetraTech TTEK .7 40 100.91 –5.63 .17
65.38 34.66 NetApp NTAP 4.4 13 43.89 –3.00 .48 59.89 30.79 PTC Therap PTCT ... dd 52.19 +0.23 ... 22.75 15.25 RackspaceTech RXT ... dd 15.75 –0.97 ... 21.96 9.01 Shyft SHYF .5 dd 19.31 –1.71 .025 64.88 19.10 TexasCapBcshs TCBI ... 32 45.00 +2.22 ...
103.53 53.17 NetEase NTES 1.8 18 86.79 +0.92 .297 92.96 49.11 Paccar PCAR 1.5 21 85.38 –7.26 .32 9.75 6.57 RadiusGlbInfr RADI ... ... 7.50 –0.32 ... 9.71 1.00 Sientra SIEN ... dd 4.22 –0.40 ... 155.88 93.09 TexasInstruments TXN 2.8 27 144.59 –5.37 1.02
575.37 281.14 Netflix NFLX ... 77 475.74 –12.54 ... 15.12 2.20 PacBiosciCA PACB ... dd 13.11 –0.79 ... 29.89 10.15 RadiusHealth RDUS ... dd 13.41 –0.37 ... 30.15 13.05 SierraBancorp BSRR 4.0 9 19.84 –1.42 .20 76.21 25.15 TexasRoadhouse TXRH .0 90 70.03 –2.32 .36
37.40 15.01 Netgear NTGR ... 35 30.82 –3.99 ... 8.30 2.95 PacificMercBncp PMBC ... 55 3.71 –0.03 ... 23.45 5.81 RadNet RDNT ... dd 14.51 –1.42 ... 22.00 8.55 SierraOncology SRRA ... dd 13.71 +0.96 ... 13.73 3.36 TheBancorp TBBK ... 10 9.60 +0.03 ...
29.62 19.11 NetScout NTCT ... cc 20.52 –2.62 ... 34.90 13.93 PacificPremBncp PPBI 4.4 63 25.50 –1.12 .28 26.99 16.02 Radware RDWR ... 61 22.50 –1.50 ... 14.37 4.31 SierraWireless SWIR ... dd 11.10 –0.37 ... 2.96 0.85 TherapeuticsMD TXMD ... dd 1.22 –0.26 ...
136.26 72.14 Neurocrine NBIX ... 47 98.67 –0.34 ... 64.44 27.46 PaciraBioSci PCRX ... 18 52.30 –3.17 ... 4.17 1.75 RamacoRscs METC ... 10 2.80 –0.33 ... 148.64 68.98 SignatureBank SBNY 2.8 9 80.74 –3.83 .56 31.54 14.48 TheravanceBio TBPH ... dd 18.91 –0.54 ...
9.08 1.25 Neuronetics STIM ... dd 4.95 –0.66 ... 14.72 10.40 PactivEvergreen PTVE ... ... 12.51 –0.93 ... 16.98 9.01 Rambus RMBS ... dd 13.79 –0.47 ... 40.44 24.65 SilganHoldings SLGN 1.4 14 34.45 –1.29 .12 14.50 2.29 36Kr KRKR ... dd 2.81 +0.01 ...
54.92 7.01 NewFortressEner NFE 1.1 dd 36.13 –14.46 .10 40.14 13.84 PacWestBancorp PACW 5.2 dd 19.24 –1.36 .25 18.34 7.92 RandolphBancorp RNDB ... 5 14.80 +1.39 ... 39.52 20.93 Silicom SILC ... 39 37.21 +0.75 ... 18.06 6.37 360DigiTech QFIN ... 6 11.52 –0.97 ...
14.45 4.62 NewMtnFin NMFC 13.2 dd 9.07 –0.47 .30 121.87 39.21 Palomar PLMR ... 52 89.17 –3.90 ... 67.76 31.34 Rapid7 RPD ... dd 61.93 –3.78 ... 122.90 65.09 SiliconLab SLAB ... cc 102.46 –2.62 ... 24.10 2.43 Tilray TLRY ... dd 5.71 –1.02 ...
6.47 0.98 NY Mortgage NYMT 11.8 dd 2.54 –0.24 .075 40.11 10.61 PanAmerSilver PAAS .6 cc 31.80 –1.45 .05 18.41 2.90 RattlerMidstrm RTLR 19.8 7 5.87 –0.63 .29 53.04 26.72 SiliconMotion SIMO 3.7 16 37.74 –1.86 .35 31.00 13.60 TimberlandBncp TSBK 4.2 7 19.05 –2.04 .20
20.99 10.44 NewellBrands NWL 5.2 dd 17.66 –0.34 .23 27.75 10.28 PandionTherap PAND ... ... 11.81 +0.50 ... 38.00 16.01 RavenIndustries RAVN .0 34 21.92 –2.03 .13 72.19 20.84 SilkRoadMed SILK ... dd 60.60 –1.29 ... 18.18 6.96 TitanMachinery TITN ... 19 14.99 –1.08 ...
13.85 2.49 Newmark NMRK .8 11 4.74 –0.27 .01 102.25 28.55 PapaJohn's PZZA 1.2 cc 76.60 –0.14 .225 2.24 0.32 RealNetworks RNWK ... dd 1.40 –0.25 ... 13.75 6.21 SilvercrestAsset SAMG 5.7 9 11.29 –0.21 .16 26.07 1.92 TivityHealth TVTY ... dd 13.75 –0.87 ...
15.90 7.90 NewsCorp A NWSA 1.5 dd 13.13 –0.85 .10 6.72 2.50 ParatekPharma PRTK ... dd 4.77 –0.18 ... 69.79 36.91 RealPage RP ... cc 55.69 –3.16 ... 27.29 13.75 SimmonsFirstNat SFNC 4.0 7 16.99 –0.77 .17 12.17 0.62 TizianaLifeSci TLSA ... dd 3.82 –0.60 ...
15.70 7.88 NewsCorp B NWS 1.5 dd 13.02 –0.89 .10 36.11 10.78 Park-Ohio PKOH .0 60 19.74 –0.29 .125 23.23 5.00 RealReal REAL ... dd 12.59 –1.91 ... 40.76 10.58 SinclairBroadcast SBGI 4.3 4 18.58 –0.25 .20 3.87 0.39 TonixPharm TNXP ... dd .56 –0.10 ...
23.73 7.59 NewtekBusSvcs NEWT 13.8 ... 16.58 –1.75 .582 6.46 2.90 PartnerComms PTNR ... 77 3.95 –0.02 ... 257.96 88.17 ReataPharm RETA ... dd 116.71 –0.57 ... 12.00 5.06 SiriusIntlIns SG ... dd 11.22 –0.27 ... 48.86 6.34 Torm TRMD 29.1 2 6.54 –0.34 .85
133.25 43.37 NexstarMedia NXST 2.7 11 82.40 –8.00 .56 38.23 8.09 PassageBio PASG ... dd 16.81 –0.25 ... 59.00 29.90 RedRiverBcshs RRBI .5 12 45.41 –2.10 .06 7.40 4.11 SiriusXM SIRI 1.0 24 5.73 –0.25 .0146 25.80 12.13 TowerSemi TSEM ... 29 21.10 +1.14 ...
109.00 7.91 NextCure NXTC ... dd 9.66 –2.77 ... 69.84 16.70 PatrickIndustries PATK 1.8 16 55.75 –1.35 .25 37.29 4.04 RedRobin RRGB ... dd 12.04 –1.82 ... 98.63 15.42 SiTime SITM ... dd 83.49 –9.81 ... 29.02 15.03 TowneBank TOWN 4.0 10 18.18 –0.68 .18
18.49 5.10 NextGenHlthcr NXGN ... 92 13.60 –1.41 ... 14.00 3.83 PatriotNatBncp PNBK .0 dd 6.84 +0.09 .01 27.91 2.76 RedRockResorts RRR .0 dd 19.12 –1.11 .10 66.52 10.58 SkyWest SKYW .0 9 29.03 –4.71 .14 157.07 63.89 TractorSupply TSCO 1.2 21 133.21 –6.61 .40
9.60 4.76 NicholasFin NICK ... 15 8.01 +0.18 ... 21.26 8.06 PatriotTransport PATI .0 dd 9.32 +0.12 3.00 56.31 9.63 Redfin RDFN ... dd 41.77 –3.19 ... 158.61 67.90 Skyworks SWKS 1.4 31 141.29 –8.47 .50 675.00 136.00 TradeDesk TTD ... cc 566.45 –53.46 ...
93.99 10.20 Nikola NKLA ... dd 18.31 –4.23 ... 30.38 12.93 Patterson PDCO 4.2 dd 24.88 –2.25 .26 11.35 3.26 RedHillBio RDHL ... dd 8.36 –1.32 ... 67.30 15.27 SleepNumber SNBR ... 18 63.36 –1.64 ... 69.06 33.23 Tradeweb TW .6 64 54.48 –6.00 .08
12.20 0.72 9F JFU ... dd 1.32 –0.07 ... 10.95 1.61 PattersonUTIEn PTEN 3.1 dd 2.56 –0.33 .02 67.70 31.80 RegencyCtrs REG 6.7 66 35.59 –2.70 .595 2.92 0.55 SmartSand SND ... 3 1.28 ... ... 12.73 2.87 TransActTechs TACT .0 dd 7.15 ... .09
33.51 6.08 NiuTech NIU ... 91 26.27 –1.08 ... 90.54 47.87 Paychex PAYX 3.0 28 82.25 –2.78 .62 664.64 307.44 RegenPharm REGN ... 21 543.56 –36.25 ... 15.54 3.64 SmileDirectClub SDC ... dd 8.90 –2.46 ... 34.18 16.50 Transcat TRNS ... 34 30.91 +3.82 ...
58.69 22.46 Nkarta NKTX ... ... 28.71 –1.19 ... 196.37 66.98 Paylocity PCTY ... cc 185.52 –5.29 ... 49.89 32.56 RelayTherap RLAY ... ... 36.94 –2.94 ... 22.40 4.24 Smith&Wesson SWBI 1.2 dd 16.59 +0.34 .05 1.57 0.30 TransGlobeEner TGA ... dd .39 –0.03 ...
26.48 9.04 nLIGHT LASR ... dd 21.24 –1.92 ... 215.83 82.07 PayPal PYPL ... 85 186.13 –16.91 ... 54.00 23.25 RelmadaTherap RLMD ... dd 30.93 –2.41 ... 16.06 8.03 SoYoungIntl SY ... cc 11.67 –0.53 ... 28.09 6.80 TranslateBio TBIO ... dd 12.83 –1.20 ...
28.88 1.81 NobleMidstream NBLX 15.7 4 7.97 –1.12 .1875 31.72 11.15 PeapackGladFinl PGC 1.2 9 16.88 –0.76 .05 18.00 9.91 RenalytixAI RNLX ... ... 13.40 +2.10 ... 25.71 5.41 Sohu.com SOHU ... dd 18.84 +0.35 ... 20.99 10.10 TransMedics TMDX ... dd 11.98 –1.27 ...
9.31 3.14 Noodles NDLS ... dd 6.46 –2.00 ... 135.36 38.01 Pegasystems PEGA .1 dd 115.88 –18.35 .03 36.84 18.22 Renasant RNST 3.1 18 28.51 –0.76 .22 21.00 5.00 SolGelTech SLGL ... dd 8.05 –0.37 ... 28.37 5.51 TravelCenters TA ... 7 23.80 –4.41 ...
212.99 96.46 Nordson NDSN .8 34 193.43 –14.13 .39 139.75 17.70 Peloton PTON ... dd 110.21 –12.32 ... 65.65 16.05 RenewableEnergy REGI ... 4 56.40 –2.44 ... 21.24 7.42 SolarCapital SLRC 10.4 dd 15.82 –0.41 .41 12.40 3.04 Travelzoo TZOO ... dd 7.42 –1.13 ...
23.98 6.20 NortheastBank NBN .2 7 19.19 –1.32 .01 76.62 3.75 PennNational PENN ... dd 53.98 –8.82 ... 35.00 11.69 Rent-A-Center RCII 3.8 9 30.90 –1.86 .29 18.29 6.30 SolarSeniorCap SUNS 9.7 21 12.43 –1.06 .10 17.90 10.52 TreanInsurance TIG ... ... 10.85 –2.53 ...
14.88 4.70 NorthernTechsIntl NTIC .0 62 8.07 –0.38 .065 32.30 0.99 PennVirginia PVAC ... 1 7.68 –1.53 ... 36.67 21.45 RepareTherap RPTX ... ... 27.03 –0.45 ... 317.88 67.02 SolarEdgeTech SEDG ... 77 257.69 –25.19 ... 6.86 1.63 TremontMortgage TRMT 1.4 3 2.86 –0.02 .01
110.48 60.67 NorthernTrust NTRS 3.6 13 78.27 –6.14 .70 46.44 9.40 Pennant PNTG ... cc 41.66 –0.79 ... 180.84 78.41 Repligen RGEN ... cc 166.57 –9.68 ... 11.86 1.93 SolidBiosci SLDB ... dd 3.27 –0.53 ... 8.50 1.33 TreviTherap TRVI ... dd 3.22 –0.26 ...
17.55 8.72 NorthfieldBanc NFBK 4.3 14 10.16 –0.50 .11 6.86 1.76 PennantPark PNNT 16.5 dd 2.91 –0.17 .12 47.96 8.58 Replimune REPL ... dd 41.81 –3.39 ... 3.92 0.42 SonimTech SONM ... dd .44 –0.15 ... 13.86 4.91 TribunePub TPCO .0 dd 11.46 –1.18 .25
40.63 17.32 NorthrimBanCorp NRIM 4.8 7 28.56 –2.94 .35 36.27 18.72 PennsWoodsBncp PWOD 6.2 10 20.66 –1.20 .32 49.61 27.05 RepublicBcpKYA RBCAA 3.4 8 33.33 –1.57 .286 17.83 6.58 Sonos SONO ... dd 14.60 –1.39 ... 44.30 3.74 Tricida TCDA ... dd 5.63 –3.12 ...
17.17 8.52 NorthwestBcshs NWBI 7.1 19 10.67 +0.10 .19 17.13 9.37 People'sUtdFin PBCT 6.7 9 10.67 –0.77 .18 4.26 1.80 RepublicFirstBncp FRBK ... dd 2.23 –0.15 ... 6.92 1.43 SotherlyHotels SOHO .0 dd 1.52 –0.22 .13 41.42 23.05 TriCoBancshares TCBK 3.0 14 28.93 –1.48 .22
36.70 18.52 NorthwestPipe NWPX ... 9 26.80 –3.70 ... 39.28 17.91 PeoplesBncpOH PEBO 6.2 16 22.60 –1.78 .35 17.82 8.66 ResourcesConnect RGP 5.2 14 10.74 –0.65 .14 22.00 11.30 SouthPlainsFin SPFI 1.4 7 14.65 –0.27 .05 33.07 18.05 TriMas TRS ... dd 24.33 –1.20 ...
80.52 45.06 Northwestern NWE 4.6 16 52.13 –4.19 .60 33.18 13.30 PeoplesBncpNC PEBK 3.5 8 17.29 –1.61 .15 18.76 5.84 RetailOppor ROIC 8.2 34 9.73 –1.31 .20 88.10 40.42 SouthState SSB 3.0 36 61.40 –0.91 .47 54.51 20.01 Trimble TRMB ... 25 48.13 –1.95 ...
28.70 15.12 NortonLifeLock NLOK 2.4 4 20.57 –0.27 .125 53.88 29.01 PeoplesFinSvcs PFIS 4.0 11 35.85 –1.15 .36 22.17 8.98 Retrophin RTRX ... dd 20.24 –0.71 ... 44.43 20.89 SouthernFirstBcsh SFST ... 12 26.84 –1.74 ... 3.28 0.56 TrinityBiotech TRIB ... dd 2.72 +0.03 ...
39.69 21.20 NorwoodFin NWFL 4.4 12 22.88 –2.09 .25 147.20 101.42 PepsiCo PEP 3.1 26 133.29 –6.27 1.0225 34.62 11.78 RevanceTherap RVNC ... dd 25.88 +0.59 ... 39.05 17.30 SoMO Bancorp SMBC 2.4 8 25.48 +1.13 .15 38.95 20.10 Trip.com TCOM ... dd 28.76 –2.46 ...
59.40 25.70 NovaMeasuring NVMI ... 39 55.63 –1.85 ... 7.29 2.34 Perceptron PRCP ... dd 6.90 +0.02 ... 47.14 17.35 RevolutionMed RVMD ... ... 30.19 –10.18 ... 16.85 7.58 SoNtlBcpVA SONA 4.1 10 9.66 –0.35 .10 41.75 13.73 TripAdvisor TRIP .0 dd 19.11 –1.80 3.50
3.72 0.22 Novan NOVN ... dd .46 –0.05 ... 19.85 7.11 PerdoceoEduc PRDO ... 8 11.29 –0.72 ... 36.00 21.61 ReynoldsCnsmr REYN 3.1 ... 28.24 –2.12 .22 37.89 23.51 SouthsideBcshs SBSI 4.6 13 26.96 –0.39 .31 26.43 7.59 TriStateCapital TSC ... 9 12.59 –1.21 ...
117.93 66.44 Novanta NOVT ... 93 108.72 –5.63 ... 53.76 18.88 Perficient PRFT ... 38 39.16 –4.75 ... 32.24 12.99 RhythmPharm RYTM ... dd 21.17 –1.45 ... 11.47 5.25 SparkEnergy SPKE 7.9 6 9.12 –0.20 .1813 46.66 19.03 TriumphBancorp TBK ... 22 42.13 –3.73 ...
189.40 3.54 Novavax NVAX ... dd 80.71 –12.42 ... 2.17 0.54 PerformantFin PFMT ... dd 1.04 –0.12 ... 5.64 1.95 RibbonComms RBBN ... dd 4.31 +0.29 ... 23.94 9.00 SpartanNash SPTN 4.2 14 18.41 –2.15 .1925 3.62 1.30 trivago TRVG ... dd 1.35 –0.15 ...
140.89 53.40 Novocure NVCR ... cc 122.10 –1.67 ... 9.70 3.43 PerionNetwork PERI ... 27 6.94 –0.91 ... 6.32 3.10 RichardsonElec RELL 5.7 dd 4.22 –0.17 .06 10.57 1.74 SpectrumPharm SPPI ... dd 3.43 +0.03 ... 6.47 1.98 TrueCar TRUE ... dd 4.36 –0.55 ...
35.65 13.51 NuanceComms NUAN ... 58 31.91 –2.39 ... 9.68 4.51 Perma-PipeIntl PPIH ... dd 5.54 –0.12 ... 5.24 1.23 RigelPharm RIGL ... dd 2.48 +0.02 ... 14.60 5.25 SperoTherap SPRO ... dd 13.11 –0.91 ... 95.53 22.48 Trupanion TRUP ... cc 71.54 –3.36 ...
10.59 3.81 NuCana NCNA ... dd 4.73 –0.86 ... 30.95 4.27 Personalis PSNL ... dd 24.73 –1.54 ... 6.91 0.77 RigNet RNET ... dd 3.67 –0.47 ... 23.48 8.96 SpiritofTexas STXB 2.2 9 12.71 –1.33 .07 9.10 4.30 TrustcoBank TRST 4.9 10 5.50 –0.31 .0681
37.46 15.21 NurixTherap NRIX ... dd 25.29 –3.03 ... 38.99 15.83 PetIQ PETQ ... dd 28.56 –1.91 ... 5.97 2.22 RiminiStreet RMNI ... dd 3.17 –0.02 ... 225.89 93.92 Splunk SPLK ... dd 198.04 –18.47 ... 35.82 20.08 Trustmark TRMK 3.9 10 23.39 –1.08 .23
37.86 11.31 Nutanix NTNX ... dd 24.34 –0.98 ... 42.89 21.20 PetMedExpress PETS 3.8 20 29.58 –1.08 .28 8.55 3.77 RiverviewBncp RVSB 4.3 9 4.69 –0.56 .05 13.01 8.53 SpokHoldings SPOK 5.5 dd 9.08 –0.16 .125 3.22 0.73 Tuniu TOUR ... dd 1.04 –0.11 ...
81.91 28.55 Nuvasive NUVA ... dd 44.43 –7.93 ... 8.49 2.60 PhaseBioPharm PHAS ... dd 2.73 –0.37 ... 13.60 4.00 RiverviewFinl RIVE .0 dd 7.11 –0.03 .075 18.46 4.08 SportsmansWrhs SPWH ... 11 13.02 –1.00 ... 122.85 31.30 TurningPtTherap TPTX ... dd 92.19 –10.37 ...
589.07 180.68 NVIDIA NVDA .1 92 501.36 –42.25 .16 64.54 18.51 PhathomPharm PHAT ... dd 39.36 –0.44 ... 30.43 9.01 RocketPharm RCKT ... dd 27.94 –0.16 ... 63.31 17.02 SpringWorks SWTX ... dd 57.99 –2.03 ... 20.95 4.05 TurtleBeach HEAR ... 13 18.02 –1.28 ...
29.38 16.27 PhibroAnimal PAHC 2.9 20 16.44 –1.84 .12 3.85 0.83 RockwellMedical RMTI ... dd .85 –0.11 ... 28.00 13.00 SproutsFarmersMkt SFM ... 9 19.05 –1.62 ... 30.44 6.31 21 Vianet VNET ... dd 22.96 –0.92 ...
22.52
O 16.75
33.67
8.31
14.06
Photronics
PilgrimPride
PLAB
PPC
...
...
17
22
9.75
16.74
–0.61
+0.03
...
...
31.33
9.40
14.96
2.55
RockyBrands
RockyMtnChoc
RCKY
RMCF
2.1
.0
12
dd
26.90
2.68
+1.64
–0.28
.14
.12 75.24
15.12
23.20
SpruceBio
StaarSurgical
SPRB
STAA
...
...
...
cc
21.89
72.50
+3.74
–2.58
...
...
12.59
100.30
4.66
18.52
TwinDisc
TwistBiosci
TWIN
TWST
...
...
dd
dd
5.06
76.64
–0.33
–9.33
...
...
98.96 30.20 Pinduoduo PDD ... dd 89.98 +3.07 ... 239.14 58.22 Roku ROKU ... dd 202.40 –21.56 ... 325.13 73.14 Stamps.com STMP ... 42 223.24 –33.32 ... 49.46 11.51 2U TWOU ... dd 36.85 –0.77 ...
29.90 13.60 ODP ODP .0 dd 19.50 –2.79 .25 65.00 27.80 PinnacleFinPtrs PNFP 1.4 12 45.79 +0.60 .16 29.48 22.71 Root ROOT ... ... 23.97 –3.03 ... 12.09 3.86 StarBulkCarriers SBLK 2.1 dd 6.24 –0.69 .05
.07
10.72
6.47
5.54
1.12
OP Bancorp
OPKO Health
OPBK
OPK
4.4
... dd
8 6.43
3.52
–0.19
–0.78 ...
3.28
5.23
0.40
1.95
PintecTech
Pixelworks
PT
PXLW
...
...
...
dd
.79
2.22
–0.38
–0.10
...
...
124.16
147.64
56.30
59.78
RossStores
RoyalGold
ROST
RGLD
.0
.9
57
39
85.17
118.81
–10.26
–3.18
.285
.28
94.13
33.35
50.02
12.07
Starbucks
StateAutoFin
SBUX
STFC
2.1
3.2
79
dd
86.96
12.34
–3.84
–1.38
.45
.10 UVW
4.72 1.24 Orbcomm ORBC ... dd 4.30 +0.24 ... 8.59 1.30 PlayaHotels PLYA ... dd 3.87 –0.52 ... 56.50 34.80 RoyaltyPharma RPRX 1.6 ... 36.70 –2.31 .15 14.41 0.90 StealthBioTher MITO ... dd 1.28 –0.15 ...
487.95 251.52 OReillyAuto ORLY ... 19 436.60 –29.83 ... 86.53 35.16 Plexus PLXS ... 18 69.54 –3.53 ... 14.44 3.35 RubiusTherap RUBY ... dd 4.23 –0.36 ... 3.80 1.51 StealthGas GASS ... 7 2.17 –0.28 ... 64.20 29.17 UFP Inds UFPI .5 14 49.91 –3.36 .125
102.81 49.96 OSI Systems OSIS ... 22 77.16 –3.91 ... 35.63 19.50 PliantTherap PLRX ... ... 21.62 –2.15 ... 9.60 2.32 RuhnnHolding RUHN ... dd 2.34 –0.21 ... 1.95 0.40 SteelConnect STCN ... dd .58 –0.02 ... 70.26 39.47 UMB Fin UMBF 2.1 15 60.87 +1.14 .32
6.55 0.98 O2MicroIntl OIIM ... dd 6.42 +0.58 ... 22.69 6.59 Pluralsight PS ... dd 15.70 –2.34 ... 38.89 18.17 RushEnt A RUSHA 1.6 16 35.84 –2.81 .14 35.78 14.98 SteelDynamics STLD 3.2 14 31.48 –1.10 .25 12.85 2.36 USA Truck USAK ... dd 8.57 –0.33 ...
5.65 2.33 OaktreeSpec OCSL 9.2 dd 4.56 –0.27 .105 19.45 9.81 PolyPid PYPD ... ... 10.42 –0.98 ... 35.25 14.43 RushEnt B RUSHB 1.8 14 31.45 –3.14 .14 28.27 22.72 StepStone STEP ... 78 25.71 –0.84 ... 55.07 6.75 US Concrete USCR ... 18 33.96 –0.09 ...
18.89 2.80 OasisMidstream OMP 29.8 dd 7.17 –0.83 .54 371.17 160.35 Pool POOL .7 44 349.83 –11.88 .58 25.78 2.32 RuthsHospitality RUTH .0 dd 11.18 –0.94 .15 67.94 38.45 Stericycle SRCL ... dd 62.30 –5.07 ... 65.13 24.94 US Ecology ECOL .0 dd 30.52 –4.09 .18
2.14 0.62 ObalonTherap OBLN ... dd .99 +0.03 ... 61.46 23.69 Popular BPOP 3.8 8 42.20 +0.93 .40 96.79 44.44 Ryanair RYAAY ... 80 80.60 –9.15 ... 17.82 6.72 SterlingCnstr STRL ... 8 14.70 –2.13 ... 104.00 60.99 US Lime&Min USLM .7 20 92.70 –5.05 .16
8.50 1.63 ObsEva OBSV ... dd 1.89 –0.28 ... 2.39 0.75 PortmanRidge PTMN 19.0 dd 1.26 –0.13 .06 44.80 16.38 StevenMadden SHOO .0 dd 24.01 +1.33 .15 24.77 10.40 uCloudlink UCL ... dd 10.70 –1.77 ...
39.18
25.61
12.42
11.60
2.46
OceanFirstFin
OcularTherapeutix
OCFC
OCUL
4.5
...
10
dd
14.97
9.50
–1.90
–0.68
.17
...
17.62
6.00
7.63
1.50
PoseidaTherap
Potbelly
PSTX
PBPB
...
...
...
dd
11.51
3.56
+0.53
–0.35
...
... ST 44.73
10.90
22.98
StitchFix
StockYardsBncp
SFIX
SYBT
...
2.8
dd
15
34.43
38.22
–1.02
–0.49
...
.27
304.65
31.10
124.05
11.79
UltaBeauty
UltraClean
ULTA
UCTT
...
...
42
20
206.77
21.29
–28.34
–2.29
...
...
46.50 12.56 OdonateTherap ODT ... dd 14.41 –2.10 ... 48.13 22.40 PotlatchDelt PCH 3.9 36 41.55 –5.97 .40 41.56 15.82 StokeTherap STOK ... dd 38.39 –1.78 ... 102.15 31.99 UltragenyxPharm RARE ... dd 100.50 +7.44 ...
35.95 16.50 OfficePropIncm OPI 12.0 12 18.41 –1.49 .55 50.81 15.62 PowellIndustries POWL 4.4 14 23.63 –1.51 .26 41.54 16.98 S&T Bancorp STBA 5.7 37 19.79 –1.64 .28 60.76 17.72 StoneCo STNE ... 87 52.54 –6.46 ... 9.30 4.85 Ultralife ULBI ... 16 5.16 –1.04 ...
41.50 19.20 OhioValleyBanc OVBC 3.9 12 21.41 –1.56 .21 63.70 38.57 PowerIntegrations POWI .7 18 60.21 –1.42 .105 328.37 205.20 SBA Comm SBAC .6 dd 290.37 –11.74 .465 61.69 28.01 StoneX SNEX ... 9 52.98 –3.91 ... 18.94 8.88 Umpqua UMPQ 6.7 dd 12.56 –0.82 .21
251.18 88.66 Okta OKTA ... dd 209.83 –9.68 ... 8.50 2.55 PowerFleet PWFL ... dd 6.05 –0.73 ... 14.40 4.20 SCYNEXIS SCYX ... dd 4.37 –0.70 ... 22.21 11.89 Stratasys SSYS ... dd 12.78 –2.08 ... 7.70 3.95 UnicoAmerican UNAM ... dd 5.24 –0.25 ...
207.44 105.80 OldDomFreight ODFL .3 36 190.37 –10.25 .15 35.43 24.86 PraxisPrecision PRAX ... ... 35.00 +4.01 ... 69.61 35.41 SEI Investments SEIC 1.4 16 49.15 –2.88 .35 187.98 81.83 StrategicEd STRA 2.9 16 83.06 –13.10 .60 38.79 16.50 UnionBankshares UNB 6.2 9 20.78 –3.87 .32
18.74 11.19 OldNatlBncp ONB 4.0 12 13.98 –0.75 .14 7.28 1.26 Precigen PGEN ... dd 4.29 –0.10 ... 26.41 7.20 SI-BONE SIBN ... dd 20.97 –1.21 ... 30.00 11.74 Strattec STRT .0 dd 29.04 +0.28 .14 76.69 34.38 uniQure QURE ... dd 40.43 –2.20 ...
13.77 5.96 Old2ndBcp OSBC .5 9 8.55 –0.81 .01 23.67 4.46 PrecisionBio DTIL ... dd 6.31 –0.67 ... 8.10 3.96 SIGA Tech SIGA ... 94 6.39 –0.43 ... 32.22 12.00 StratusProp STRS ... dd 21.37 –1.78 ... 95.16 17.80 UnitedAirlines UAL ... dd 33.86 –4.15 ...
112.58 28.83 Ollie'sBargain OLLI ... 27 87.09 –5.86 ... 64.50 20.04 PreferredBankLA PFBC 3.5 7 33.83 –1.62 .30 44.99 26.04 Sina SINA ... dd 42.85 +0.01 ... 4.63 1.43 StrongbridgeBio SBBP ... dd 1.95 –0.15 ... 24.54 12.60 UnitedBancshares UBOH 3.1 5 20.64 +1.64 .16
18.41 7.74 OlympicSteel ZEUS .7 dd 11.41 –1.30 .02 76.60 36.16 PreformedLine PLPC 1.5 10 55.03 +3.69 .20 12.32 5.60 SLM SLM 1.3 7 9.19 –0.37 .03 27.83 13.48 SummitFin SMMF 3.8 8 18.01 –0.66 .17 40.70 19.67 UnitedBkshrsWV UBSI 5.3 12 26.23 +0.16 .35
183.00 50.38 OmegaFlex OFLX .7 83 149.70 –17.20 .28 50.19 23.69 PreludeTherap PRLD ... ... 35.23 +5.17 ... 39.08 16.42 SMART Global SGH ... dd 26.39 +0.53 ... 13.21 6.50 SummitStateBk SSBI 3.9 8 12.30 +0.30 .12 31.66 14.95 UtdCmtyBks UCBI 3.4 11 20.94 –0.38 .18
25.46 8.50 Omeros OMER ... dd 10.14 –0.52 ... 20.38 8.21 PremierFinBncp PFBI 4.8 8 12.50 –0.63 .15 4.19 1.32 SMTC SMTX ... dd 3.49 –0.11 ... 5.49 1.18 SummitTherap SMMT ... dd 3.27 ... ... 47.52 19.17 UnitedFire UFCS 6.4 dd 20.54 –2.58 .33
94.85 54.24 Omnicell OMCL ... cc 86.55 +2.08 ... 32.39 10.98 PremierFinl PFC 4.9 13 17.99 –1.23 .22 46.67 0.55 SPI Energy SPI ... ... 7.85 –0.45 ... 28.45 16.71 SumoLogic SUMO ... dd 17.28 –1.75 ... 20.89 10.65 UnitedGuardian UG 5.9 15 14.20 –0.65 .42
26.84 8.17 ON Semi ON ... dd 25.09 –1.07 ... 39.70 27.11 Premier PINC 2.3 dd 32.73 –1.66 .19 47.33 14.44 SP Plus SP ... dd 18.43 –0.20 ... 23.78 1.00 SundanceEnergy SNDE ... ... 1.86 –0.26 ... 10.92 5.04 UnitedSecBcshrs UBFO 7.1 11 6.22 +0.06 .11
19.30 14.60 Oncorus ONCR ... ... 16.61 +1.10 ... 19.96 9.02 PrevailTherap PRVL ... dd 9.79 –1.03 ... 88.43 31.28 SPS Commerce SPSC ... 75 85.59 –1.08 ... 4.02 0.14 SundialGrowers SNDL ... dd .14 –0.03 ... 134.73 75.58 UnitedTherap UTHR ... 13 134.23 +11.45 ...
32.78 11.15 1-800-FLOWERS FLWS ... 21 19.83 –5.52 ... 77.81 41.15 PriceSmart PSMT 1.0 27 69.00 –4.87 .35 66.74 29.51 SS&C Tech SSNC .9 28 59.22 –5.97 .14 8.17 1.33 SunOpta STKL ... dd 6.86 –0.97 ... 11.08 4.86 Uniti UNIT 6.8 dd 8.82 –1.14 .15
2.30 1.04 180DegreeCap TURN ... dd 1.70 –0.15 ... 23.73 9.42 PrimorisSvcs PRIM 1.3 10 18.87 –1.09 .06 25.32 9.00 SSR Mining SSRM ... 39 18.51 –0.72 ... 19.38 2.64 SunPower SPWR ... cc 15.99 –0.87 ... 24.15 8.76 UnityBancorp UNTY 2.3 7 14.02 +0.16 .08
44.87 15.00 1LifeHealthcare ONEM ... dd 28.21 –3.70 ... 57.16 23.31 PrincipalFin PFG 5.7 9 39.22 –4.30 .56 307.75 127.39 SVB Fin SIVB ... 14 290.70 –5.68 ... 82.42 7.84 SunRun RUN ... dd 52.02 –4.01 ... 15.44 2.72 UnityBiotech UBX ... dd 3.87 –0.34 ...
8.70 4.46 111 YI ... dd 6.94 –0.06 ... 20.63 9.63 ProfessionalHldg PFHD ... 56 13.63 –0.28 ... 26.24 9.35 SVMK SVMK ... dd 20.93 –2.68 ... 33.30 15.76 SuperMicroComp SMCI ... 14 22.72 –2.74 ... 222.20 105.11 UnivDisplay OLED .3 92 198.31 +4.83 .15
5.92 3.01 1347 Property PIH ... dd 3.10 +0.05 ... 15.92 4.99 Progenity PROG ... dd 4.99 –2.92 ... 24.82 5.55 SabraHealthcare SBRA 9.1 21 13.16 –0.99 .30 28.58 6.10 SuperiorGroup SGC 1.9 11 21.62 –2.09 .10 60.00 29.50 UnivElectro UEIC ... 18 37.06 –2.55 ...
33.60 3.41 OneWaterMarine ONEW ... 8 18.63 –1.36 ... 52.50 28.09 ProgressSoftware PRGS 1.9 29 36.37 –3.01 .175 23.56 3.30 Sabre SABR .0 dd 6.52 –0.77 .14 29.36 13.12 SupernusPharms SUPN ... 8 18.36 –1.73 ... 23.94 11.02 UnivLogistics ULH .0 28 19.73 –2.27 .105
83.34 8.55 Ontrak OTRK ... dd 61.24 –1.52 ... 36.50 15.59 Progyny PGNY ... dd 24.37 –3.58 ... 99.83 65.45 SafetyInsurance SAFT 5.1 13 70.00 –0.59 .90 10.25 1.38 SurfaceOncol SURF ... dd 8.38 –1.19 ... 15.45 5.12 UnivStainless USAP ... dd 5.43 –0.31 ...
28.50 9.37 OpenLending LPRO ... dd 25.96 –1.19 ... 133.00 83.81 Proofpoint PFPT ... dd 95.74 –11.74 ... 31.95 17.02 SagaComm SGA .0 26 17.02 –2.54 .32 5.40 1.46 Surgalign SRGA ... dd 1.74 –0.22 ... 27.54 13.20 UnivestFin UVSP 5.0 13 15.86 –0.59 .20
47.85 29.12 OpenText OTEX 1.9 43 36.73 –4.00 .1746 10.98 3.60 ProQR Therap PRQR ... dd 3.69 –0.49 ... 155.33 25.01 SageTherap SAGE ... dd 73.38 +1.87 ... 25.00 4.00 SurgeryPartners SGRY ... dd 21.82 –0.65 ... 7.60 2.03 UpFintech TIGR ... cc 4.55 –0.51 ...
12.18 4.60 Opera OPRA ... 32 9.10 –0.80 ... 6.75 3.68 ProspectCapital PSEC 14.5 ... 4.95 –0.22 .06 151.36 61.46 Saia SAIA ... 33 147.66 +0.25 ... 49.00 22.06 Surmodics SRDX ... 66 36.75 –4.17 ... 45.99 20.75 UplandSoftware UPLD ... dd 41.72 –2.42 ...
25.84 5.26 OportunFin OPRT ... dd 13.30 –1.40 ... 23.25 4.47 ProtagonistTherap PTGX ... dd 18.95 –1.00 ... 2.62 0.65 SalemMedia SALM .0 dd .83 –0.20 .025 13.91 6.00 SutroBioph STRO ... dd 12.86 +0.56 ... 21.30 5.14 Upwork UPWK ... dd 18.45 –1.27 ...
19.26 12.50 OptheaADR OPT ... dd 12.70 –0.80 ... 67.08 8.82 ProtaraTherap TARA ... dd 17.94 –3.54 ... 179.45 102.13 SandersonFarms SAFM 1.4 dd 127.97 –2.99 .44 38.24 22.12 SykesEnterprises SYKE ... 18 34.24 –2.05 ... 31.41 12.28 UrbanOutfitters URBN ... dd 22.34 –2.35 ...
12.75 9.44 Optibase OBAS ... cc 11.55 +0.45 ... 21.46 10.95 ProtectiveInsA PTVCA 2.7 dd 14.60 –0.10 .10 38.45 18.00 SandySpringBncp SASR 4.7 15 25.35 –0.75 .30 1.85 0.79 Synacor SYNC ... dd 1.40 +0.02 ... 35.21 13.12 UroGenPharma URGN ... dd 22.52 +1.15 ...
4.62 2.05 OpticalCable OCC ... dd 2.67 –0.35 ... 17.30 10.23 ProtectiveInsB PTVCB 3.0 dd 13.15 –0.96 .10 106.13 66.35 Sanfilippo JBSS .9 16 72.76 –3.60 2.00 15.79 3.81 Synalloy SYNL ... dd 5.19 +1.14 ... 15.98 6.55 UrovantSci UROV ... dd 7.39 –0.87 ...
11.66 3.14 Optinose OPTN ... dd 3.20 –0.57 ... 4.72 0.76 ProteostasisTher PTI ... dd .98 –0.13 ... 13.20 4.81 SangamoTherap SGMO ... dd 10.34 –0.50 ... 92.32 41.01 Synaptics SYNA ... 23 76.67 –4.60 ... 112.26 75.33 UtahMedProducts UTMD 1.3 26 83.00 –1.92 .28
18.21 5.74 OptionCare OPCH ... dd 13.33 –0.82 ... 17.63 7.10 Prothena PRTA ... dd 10.91 –0.54 ... 34.96 18.34 Sanmina SANM ... 16 24.44 –1.99 ... 6.51 2.17 Synchronoss SNCR ... dd 2.77 –0.28 ... 3.05 0.90 UTStarcom UTSI ... dd .97 –0.17 ...
November 2, 2020 BARRON’S M19

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

Bats
GS EW US LC Equity GSEW 1.8 49.18 –3.12 .2036 iShEdgeInvGrEnhBd IGEB 3.1 54.34 –0.29 .1213 NuvShTermREIT NURE 3.0 22.96 –1.06 .1486 AdvShDorseyMc DWMC .1 22.00 –1.34 .0178 FT S&PIntDivArist FID 4.9 13.81 –0.78 .1172
GSMarketBetaEM GSEE 8.9 47.59 –1.36 1.0572 iShEdgeMSCIMinEAFE EFAV 4.1 65.49 –2.96 .9773 OShEurQualDiv OEUR 2.8 21.94 –1.78 .0392 AdvShDorseyShrt DWSH ... 17.99 +1.34 ... FT SMID CapRising SDVY 1.9 18.74 –1.06 .057
GSMarketBetaUS GSUS 1.8 45.12 –2.64 .202 iShEdgeMSCIMinVlEM EEMV 2.7 54.96 –1.82 .5522 OShGlbInternet OGIG ... 44.99 –2.23 ... AdvShViceETF ACT 2.3 27.04 –1.12 .6203 FT SSI Strat FCVT 1.3 40.42 –1.72 .04
ALPSCleanEnergy ACES .9 55.21 –2.93 .0975 HartfordCoreBd HCRB 1.3 41.87 –0.10 .0389 iShEdgeMSCIMinVol ACWV 2.6 89.46 –3.80 .9203 OShUSQualDiv OUSA 2.4 34.51 –2.04 .0594 AlphaMarkActiveMgd SMCP .7 21.44 –1.09 .1539 FT SrLoanFd FTSL 3.7 45.78 –0.43 .127
ALPS DisrupTech DTEC .4 37.54 –2.91 .1375 HartfordLowVolIntl RODE 3.6 23.00 –0.91 .3864 iShEdgeMSCIMinUSA USMV 2.1 61.66 –3.37 .3134 OShUSSCQualDiv OUSM 2.1 26.71 –1.30 .0304 ArrowInvDWATact DWAT 1.7 10.99 –0.32 .1423 FT SC CoreAlpha FYX 1.0 59.06 –4.25 .1368
ARK AutoTech ARKQ ... 57.74 –4.68 ... HartfordShrtDur HSRT 3.1 40.91 –0.13 .0913 iShMSCIMinVolUSASC SMMV 1.9 29.51 –1.32 .1124 OpusSCValue OSCV 1.6 23.60 –1.18 .0449 ClearBr AC Grw CACG .6 37.79 –2.63 .2581 FT SC GrwthAlpha FYC .3 47.12 –3.63 .0116
ARKGenomicRev ARKG .0 65.74 –4.37 1.0539 InnovDoubStkOct DSOC ... 24.82 –1.42 ... iShEdgeMSCIUSAMom MTUM 1.1 141.23 –8.18 .2395 PacerBioThreat VIRS .7 26.67 –1.54 .0484 ClearBrDivStrat YLDE 1.6 31.69 –1.62 .095 FT SC US Equity RNSC 1.6 18.95 –1.14 .0693
ARK Israel Innov IZRL 2.0 24.32 –1.60 .4753 InnovDbStk9Oct DBOC ... 25.02 –0.94 ... iShEdgeMSCIUSAQual QUAL 1.6 101.05 –6.49 .4416 PacerIntCashCow100 ICOW 2.9 22.57 –1.35 .323 ClearBrLCGrw LRGE .3 43.85 –3.09 .14 FT SC Value FYT 1.3 31.96 –2.13 .1071
AffinityWorldLdr WLDR 2.7 19.57 –1.01 .0911 InnovNasd100Oct NOCT ... 33.34 –1.05 ... iShEdgeMSCIUSAVal VLUE 3.0 72.99 –4.26 .4787 PacerGlCashCows GCOW 5.2 23.67 –1.16 .5125 CSX-LinksCrudeOil USOI 88.4 3.92 –0.40 .0318 FT SKoreaAlpha FKO 2.1 20.22 –0.59 .0484
AgilityDynTacti THY 2.4 24.93 –0.35 .0792 InnovNasd100Apr NAPR ... 34.88 –0.28 ... iShUSFixedIncmBal FIBR 2.9 101.35 –0.14 .1927 PacerSaltHitruUS SLT ... 29.02 –2.20 ... CSXLGoldCvETN GLDI 12.5 9.75 –0.11 .1281 FT StratIncm FDIV 4.5 44.91 –0.89 .17
AlphaIntQuMom IMOM 1.3 28.13 –0.89 .084 InnovNasd100Jan NJAN ... 37.37 –0.29 ... iShEmMkCorpBdFd CEMB 4.1 51.23 –0.54 .1651 PacerSaltLowUS LSLT 3.5 26.51 –1.45 .1473 CSX SilverETN SLVO 21.3 6.21 –0.16 .2064 FT SwitzAlpha FSZ 1.5 51.31 –3.15 .7676
AlphaIntQuVal IVAL 2.5 23.78 –1.40 .1321 InnovNasd100Jul NJUL ... 42.04 –0.98 ... iShEM HY Bd EMHY 5.9 43.28 –0.35 .2053 PacerTrendEurIndex PTEU ... 20.34 –1.87 ... DavisFinl DFNL 1.9 19.29 –1.20 .282 FT TCW Opp FIXD 2.0 54.77 –0.12 .12
AlphaUSQuMom QMOM .4 40.21 –2.84 .0444 InnovRuss2000Jul KJUL ... 23.95 –0.81 ... iShEvolCnStpls IECS 2.5 27.91 –1.65 .2233 PacerTrendpilot450 PTMC ... 27.93 –1.67 ... DavisSelectIntlETF DINT 2.4 20.62 –0.71 .49 FT TacticalHY HYLS 5.1 47.13 –0.26 .204
AlphaUSQuVal QVAL 2.1 23.73 –1.86 .0546 InnovRuss2000Oct KOCT ... 24.13 –0.69 ... iShEvolUSDisc IEDI .9 35.59 –2.37 .0551 PacerTrendpilot100 PTNQ ... 48.27 –1.21 ... DavisUSEquity DUSA 1.1 25.26 –1.43 .29 FT TotalUSMkt TUSA 1.2 33.93 –1.54 .0752
AlphaArchValMom VMOT 1.5 23.38 –0.91 .3566 InnovRuss2000Apr KAPR ... 26.00 –0.38 ... iShEvolUSFin IEFN 2.7 20.46 –1.35 .1379 PacerTrendpilot750 PTLC ... 28.76 –1.67 ... DavisWorldwide DWLD 2.2 26.31 –1.20 .57 FT USEquityDiv RNDV 3.4 20.95 –1.24 .1484
AlphaCloneAltAlpha ALFA .1 64.19 –4.10 .0919 InnovRuss2000Jan KJAN ... 26.11 –0.87 ... iShEvolUSHlthcr IEHS .8 32.96 –2.29 .0886 PacerUSCashCows100 COWZ 2.9 27.55 –1.80 .2126 DefNasdJrBio IBBJ ... 27.25 –0.97 ... FT UK Alpha FKU 3.3 29.75 –2.12 .1259
AmCentFocDyn FDG ... 61.91 –5.09 ... InnovS&P500Buff BJUL ... 27.83 –1.04 ... iShEvolUSInnHlthcr IEIH 1.3 28.80 –1.38 .0964 PacerUSSCCash100 CALF .7 25.19 –2.20 .0409 DorseyWrightETN36 BMLP 12.3 28.27 –0.62 .8684 FlexShCredScoreUS SKOR 2.5 54.73 –0.17 .091
AmCentFocLCV FLV 1.2 46.83 –2.73 .2257 InnovS&P500BuffO BOCT ... 27.24 –1.21 ... iShEvoUSMedia IEME .9 26.17 –1.58 .10 PacerWealthShield PWS 1.1 24.93 –1.52 .0513 FidelityNasdComp ONEQ .8 424.10 –24.60 .91 FlexShRealAsset ASET 3.3 25.83 –1.20 .1783
AnfieldCapDiv DALT 4.0 8.37 –0.34 .0177 InnovS&P500BuffA BAPR ... 28.32 –0.66 ... iShEvolUSTech IETC .6 41.10 –2.72 .0472 PointBridgeGOP MAGA 2.5 25.32 –1.62 .628 FT AltAbsRet FAAR 1.0 26.32 –0.42 .0092 GlbXAI&Tech AIQ .5 23.11 –1.48 .0822
AnfieldUSEquity AESR .3 10.53 –0.68 .0012 InnovS&P500Aug BAUG ... 27.24 –1.10 ... iShExpTechSftwr IGV .4 304.64 –22.78 .0695 PremiseCapDivTact TCTL 2.5 26.43 –1.22 .6679 FT APxJapan FPA 2.7 26.04 –1.72 .0329 GlbXAuto&Elc DRIV .7 17.42 –0.82 .0496
AnfieldUnivFx AFIF 1.3 9.75 –0.02 .0061 InnovS&P500Dec BDEC ... 27.56 –1.09 ... iShMtgRealEstCap REM 11.1 25.67 –1.05 .5183 PrincipalGlbDiv GDVD 2.9 27.39 –1.84 .2956 FT BICK BICK .7 29.58 –1.02 .0432 GlbXCannabis POTX 7.9 7.70 –0.54 .3962
AptusColIncmOpp ACIO 1.6 26.15 –0.76 .0662 InnovS&P500Feb BFEB ... 24.92 –0.99 ... iShUSBlendStyle STLC 1.4 30.16 –1.89 .1336 ProShGlbListedPrv PEX 10.9 25.58 –1.84 .9487 FT BrazilAlpha FBZ 16.2 10.19 –0.91 .055 GlbXCnBiotech CHB ... 15.71 +0.35 ...
AptusDefRisk DRSK 1.5 30.27 –0.28 .1128 InnovS&P500Jan BJAN ... 29.83 –1.09 ... iShFctUSGrwStyle STLG .9 27.11 –1.97 .0659 ProShHY IntRt HYHG 5.7 59.65 –0.84 .2642 FT BuyWrite FTHI 5.1 18.68 –0.80 .08 GlbXCleanTech CTEC ... 15.15 ... ...
AptusDrawMgd ADME 1.0 33.06 –1.20 .0445 InnovS&P500BuffJun BJUN ... 29.05 –0.84 ... iShUSMidBlendStyle STMB 1.3 30.75 –1.71 .1286 ProShInvGrdIntRt IGHG 3.2 72.69 –0.31 .1758 FT CEFIncmOpp FCEF 6.0 19.05 –0.92 .09 GlbXCloudComp CLOU .0 23.45 –1.84 .0076
InnovS&P500BuffMar BMAR ... 27.77 –0.91 ... iShUSSmBlendStyle STSB 1.0 31.91 –2.04 .1117 ProShK1FreeCrude OILK 2.8 32.33 –3.58 .0556 FT CA MuniHi FCAL 2.2 52.82 +0.06 .095 GlbXConsciousCos KRMA 1.1 23.81 –1.39 .1024
ArrowResCapMgmt ARCM 1.4 100.37 –0.03 .0249 InnovS&P500BffMay BMAY ... 27.75 –0.89 ... iShFctUSValStyle STLV 2.6 20.79 –1.32 .1547 ProShLCCorePlus CSM 1.4 73.25 –4.37 .216 FT CanadaAlpha FCAN 1.4 20.64 –0.49 .0359
BarclaysETN+Select ATMP 11.4 9.51 –0.59 .2406 GlbX Cybersec BUG .6 20.76 –1.57 .1055
InnovS&P500BuffN BNOV ... 27.38 –1.21 ... iShFloatingRateBd FLOT 1.7 50.69 –0.01 .0219 ProShDivGrowers EFAD 1.7 37.94 –1.88 .1975 FT CapStrength FTCS 1.0 60.98 –3.49 .1154 GlbXDAXGermany DAX 1.2 25.47 –2.77 .2935
BarcRetDisability RODI ... 80.55 –6.66 ... InnovS&P500JSep BSEP ... 26.33 –1.10 ... iShGlbxUSDHiYdCpBd HYXU 1.2 51.95 –1.62 .6189 ProShMSCIEMDiv EMDV 3.8 49.39 –1.78 .9212 FT ChinaAlphaDEX FCA 4.7 25.97 –0.76 .4568
CBOES&P500DivAr KNG 4.1 42.29 –2.75 .4407 GlbXDataCtr VPN ... 14.44 ... ...
InnovS&P500Divrs BUFF 2.1 31.47 –0.74 .0666 iShGlbHiCorpBdFd GHYG 4.4 47.86 –0.83 .1818 ProShMSCIEurDiv EUDV 1.6 41.10 –2.84 .2344 FT CloudComp SKYY .2 76.13 –5.97 .0409 GlbXecomm EBIZ .1 26.84 –1.54 .034
CambriaEmSharehldr EYLD 4.6 28.09 –1.22 .4385 InnovS&P500Pwr PJUL ... 27.32 –0.72 ... iShGoldStrategy IAUF ... 62.73 –0.99 ... ProShMergerETF MRGR .8 38.67 +0.04 .2162 FT DevIntlEquity RNDM 2.0 45.61 –2.55 .2153
CambriaFgnShare FYLD 4.4 19.70 –1.21 .1755 GlbXEdu EDUT ... 15.40 –0.85 ...
InnovS&P500PwrF PFEB ... 24.90 –0.59 ... iShiBdsDec2028Muni IBMQ 1.3 27.12 –0.02 .0269 ProShMornAltSoln ALTS 1.8 35.05 –0.33 .0448 FT DevMkts FDT 2.3 48.30 –2.68 .0605 GlbXFinTech FINX ... 36.34 –3.35 ...
CambriaGlbAssetAll GAA 3.5 26.24 –0.68 .1993 InnovS&P500PwrN PNOV ... 27.39 –0.13 ... iShiBdsDec25Muni IBMN 1.2 28.02 –0.04 .0214 ProShPetCare PAWZ .2 60.32 –2.43 .0273 FT DevMktsXUS FDTS 2.6 35.52 –2.11 .0754
CambriaGlbMomentum GMOM 1.6 23.60 –0.69 .0463 GlbXGen&Biotech GNOM ... 18.06 –0.82 ...
InnovS&P500PwrA PAPR ... 26.43 –0.45 ... iShiBdsDec24Muni IBMM 1.3 27.02 –0.01 .0261 ProShRuss2000Div SMDV 2.4 49.30 –2.44 .2253 FT DorseyDyn5 FVC .6 25.91 –1.79 .0607 GlbX Health&Well BFIT .4 21.63 –1.45 .0345
CambriaGlbRlEst BLDG ... 24.86 –1.39 ... InnovS&P500Aug PAUG ... 26.71 –0.70 ... iShiBdsDec27Mun IBMP 1.2 26.93 –0.03 .0248 ProShRussUSDivGrw TMDV 1.8 37.69 –2.33 .2127 FT DorseyFoc5 FV .3 33.83 –2.25 .025
CambriaGlbValue GVAL 3.3 15.86 –1.36 .1284 GlbXInternetThings SNSR .7 25.95 –1.87 .0025
InnovS&P500PwrD PDEC ... 27.34 –0.56 ... iShiBdsDec26Muni IBMO 1.1 26.82 –0.04 .02 ProShS&P500Arist NOBL 2.3 70.76 –4.51 .4151 FT DorseyIntl5 IFV 3.1 18.48 –0.90 .0575 GlbXLongevityThem LNGR .6 24.49 –1.57 .0449
CambriaMarijuana TOKE 7.1 10.95 –0.79 .1362 InnovS&P500Jan PJAN ... 28.95 –0.65 ... iShiBdsDec23Muni IBML 1.5 26.18 –0.01 .0301 ProShS&PMC400 REGL 2.5 54.59 –2.79 .3017 FT DW Momentum DDIV 3.5 21.12 –1.34 .1301
CambriaShareholder SYLD 2.3 34.74 –2.85 .2261 ProShS&PTechDiv TDV 1.0 43.92 –2.59 .1427 GlbXMSCISuperDiv EFAS 6.2 11.40 –0.94 .0505
InnovS&P500PwrJun PJUN ... 28.75 –0.67 ... iShBds2025TermHY IBHE 6.0 24.14 –0.25 .1155 FT DW Mom&Low DVOL 1.5 22.23 –0.92 .0043 GlbXMillThematic MILN .3 30.56 –2.76 .0204
CambriaSovHiYdBd SOVB 2.6 24.45 –0.35 .0672 InnovS&P500PwrBuff PMAR ... 27.30 –0.61 ... iShiBds2024TermHY IBHD 5.8 23.49 –0.21 .1161 ProShShortUSDEmgBd EMSH 3.1 72.25 –0.24 .1769 FT DW Mom DVLU 1.8 15.06 –1.13 .0514
CambriaTailRiskETF TAIL .7 21.50 +0.35 .0076 ProShTrMgdFut FUT 1.2 39.45 –0.39 .0564 GlbXNasd100Cv QYLD 11.9 20.69 –0.83 .2167
InnovS&P500PwrMay PMAY ... 27.16 –0.54 ... iShBds2021TermHY IBHA 4.0 24.20 –0.06 .0615 FT DorseyWright DWPP 1.0 24.42 –1.61 .1432 GlXNasd100CCGrw QYLG 6.4 26.18 –1.37 .1397
CambriaTrinity TRTY 2.6 22.02 –0.77 .1134 InnovS&P500PwrO POCT ... 26.12 –0.73 ... iShBds2023TermHY IBHC 5.7 23.74 –0.15 .1164 RareviewDynFx RDFI ... 24.66 –0.36 ... FTDorseyDALI1 DALI 1.7 18.45 –0.41 .1146
CambriaValue VAMO 1.0 17.65 –1.16 .0198 RareviewTaxAdv RTAI ... 24.90 –0.06 ... GlbX Robotics&AI BOTZ .3 27.71 –1.33 .0636
InnovS&P500Sep PSEP ... 25.97 –0.84 ... iShBds2022TermHY IBHB 5.5 23.88 –0.05 .1106 FT DJ IntlInt FDNI .8 40.65 –0.27 .3087 GlbXS&PCathDvxUS CEFA ... 24.95 –1.58 ...
ClearFocVal CFCV 1.7 26.51 –1.68 .1144 InnovS&P500UltA UAPR ... 24.43 –0.24 ... iShInflHdgCpBd LQDI 2.6 27.84 –0.22 .0555 RealityDIVDivDef DFND .7 35.10 –1.32 .0651 FT MultAsstDiv MDIV 7.3 13.49 –0.49 .0758
CornerCapFundLC FUNL ... 24.13 –1.51 ... RealityDIVCONLdrs LEAD .9 42.57 –2.60 .0565 GlbXS&P500Catholic CATH 1.4 40.05 –2.79 .241
InnovS&P500UltAug UAUG ... 26.85 –0.50 ... iShIntlAggregateBd IAGG 2.1 55.89 +0.11 .0671 FT NasdTechDiv TDIV 2.3 42.02 –2.48 .2243 GlbXSocialMedia SOCL ... 52.11 –2.11 ...
EcofinDigPay TPAY .1 34.53 –3.59 .527 InnovS&P500UltDec UDEC ... 27.02 –0.64 ... iShIntlDivGrowth IGRO 2.7 52.32 –3.60 .3741 RevWeightUSLC RVRS 2.1 15.42 –1.02 .3232 FT EM Alphadex FEM 3.6 21.13 –0.97 .4512
EcofinGlbWater EBLU 1.3 34.84 –1.68 .3412 InnovS&P500UltFeb UFEB ... 24.78 –0.55 ... iShLiquidityIncm ICSH 1.6 50.54 –0.01 .0263 SPDRDoubleEMFixed EMTL 3.6 49.93 +0.05 .134 FT EM EquitySel RNEM 2.9 41.10 –1.62 .7741 GlbXSuperDividAlt ALTY 10.8 10.32 –0.46 .0821
Emles@Home LIV ... 22.67 –2.02 ... InnovS&P500UltJan UJAN ... 28.24 –0.67 ... iShMSCIArgentina AGT .7 20.20 –1.48 .0639 SPDRDoubleShDurTR STOT 1.9 49.81 –0.02 .0601 FT EM LocalCurr FEMB 5.9 34.37 –0.45 .1633 GlbXSuperDivdREIT SRET 12.2 7.58 –0.38 .0575
EmlesFedContr FEDX ... 22.69 –1.79 ... InnovS&P500UltrJul UJUL ... 25.55 –0.38 ... iShMSCIChileCapped ECH 2.4 23.90 –1.60 .5057 SabaClosedEndFds CEFS 9.3 18.16 –0.44 .14 FT EM SC Alpha FEMS 4.9 32.47 –1.97 .4185 GlbXTelemed EDOC ... 16.27 –1.11 ...
EmlesMadeinAmer AMER ... 23.63 –1.11 ... InnovS&P500UltJun UJUN ... 27.12 –0.37 ... iShMSCIChinaAETF CNYA .9 37.75 –0.45 .0952 StrategyResRobust ROMO .7 22.03 –1.14 .1519 FT EnhShtMat FTSM 1.6 60.04 –0.03 .035 GlbX ThemGrwth GXTG .3 34.39 –1.95 .024
EmlesRealEstCrd REC ... 24.77 –0.13 ... InnovS&P500Ultra UMAR ... 26.80 –0.44 ... iShMSCIDenmarkCap EDEN .6 82.53 –5.02 .3621 3DPrintingETF PRNT .1 23.62 –2.84 .015 FT EuropeAlpha FEP 2.0 31.59 –2.43 .1401 GlbXVideoGames HERO .2 26.50 –0.73 .0122
EsotericaNextG WUGI ... 43.21 –2.07 ... InnovS&P500UltMay UMAY ... 26.50 –0.34 ... iShMSCIEmgMulti EMGF 2.7 43.76 –1.62 .4091 TrendAggSG TEGS ... 26.87 –1.27 ... FTEurozoneAlpha FEUZ 1.6 34.07 –2.61 .2178 GlbXYieldCo&Renew YLCO 3.1 14.87 –0.64 .1215
FTCboeVestBf BUFR ... 19.75 –0.74 ... InnovS&P500UltN UNOV ... 27.38 +0.09 ... iShMSCIEurozone EZU 1.4 35.88 –3.30 .318 TrendAggUS TAEQ ... 25.86 –1.32 ... FT GerAlpha FGM 1.1 41.99 –2.91 .1379 HighlandSrLoan SNLN 3.7 15.62 –0.07 .0377
FTCboeUSBuffJul FJUL ... 30.53 –1.18 ... InnovS&P500UltO UOCT ... 25.74 –0.51 ... iShMSCIFinlandCap EFNL 3.6 38.09 –3.71 .7303 TrimTabsAllCapIntl TTAI ... 26.96 –1.56 ... FT GlTactCommod FTGC .9 16.98 –0.45 .1538 IQChaikinUSLC CLRG 2.1 24.46 –1.68 .0944
FTCboeUSBuffAug FAUG ... 31.78 –1.27 ... InnovS&P500UltSep USEP ... 25.77 –0.58 ... iShMSCIGermanySC EWGS .3 57.17 –4.98 .1502 TrimTabsACUSFree TTAC ... 40.12 –2.37 ... FTHdgBuyWriteIncm FTLB 3.5 18.92 –0.55 .055 IQ Chaikin US SC CSML 1.0 22.61 –1.52 .0698
FTCboeUSBuffFeb FFEB ... 30.64 –1.03 ... InnovS&PHiQualPfd EPRF 5.2 24.01 –0.48 .095 iShMSCIGlbMet&MnPr PICK 4.2 26.66 –1.67 .3732 TrueStructOutAug AUGZ ... 24.81 –1.35 ... FT HK AlphaDEX FHK 3.3 34.63 –0.08 .2727 InvscActMgdETC PDBC 1.8 13.23 –0.57 .2319
FTCboeUSBuffJun FJUN ... 31.54 –1.14 ... InnovTripleStkOct TSOC ... 24.99 –1.32 ... iShMSCIGlSilverMin SLVP 1.3 15.65 –0.96 .0211 TrueStructOutOct OCTZ ... 24.26 –1.21 ... FT IPOXEurEq FPXE 1.3 24.11 –1.42 .1098 InvscBldrSEM50ADR ADRE 1.2 48.42 –1.96 .1448
FTCboeUSBuffMay FMAY ... 32.75 –0.81 ... Innov20+YTrBd5Jl TFJL ... 24.45 +0.07 ... iShMSCIEAFEGrowth EFG 1.2 86.30 –4.62 .5066 TrueStructOutSep SEPZ ... 23.64 –1.18 ... FT GlblAgri FTAG 1.9 20.96 –1.15 .1602 InvscBS2030CorpBd BSCU ... 19.73 –0.13 ...
FTCboeUSBuffNov FNOV ... 32.02 –1.06 ... Innov20+YTrB9BfJul TBJL ... 24.36 ... ... iShMSCIIndiaETF INDA .3 33.59 –1.40 .0762 VanEckAMTFrIntMuni ITM 2.1 50.99 –0.05 .0783 FT GlbNatRscs FTRI 6.2 9.23 –0.64 .1334 InvscBS2030MuniBd BSMU ... 24.73 +0.02 ...
FTCboeUSBuffOct FOCT ... 28.63 ... ... InvscBalMulti PSMB 3.3 13.56 –0.53 .0651 iShMSCIIndiaSC SMIN 2.3 34.92 –1.05 .4011 VanEckAMTFrLgMun MLN 2.6 21.24 +0.07 .0427 FTIndiaNifty50EW NFTY .7 32.38 +0.37 .1265 InvscBull2020CpBd BSCK 1.8 21.21 +0.01 .0139
FTCboeUSBuffSep FSEP ... 29.48 –1.20 ... InvscConsrvMulti PSMC 2.8 12.82 –0.21 .0586 iShMSCINorwayCap ENOR 2.2 19.15 –1.87 .2907 VanEckAMTFrShMuni SMB 1.5 18.02 –0.01 .0207 FTIndxxInnTran LEGR 1.2 30.71 –2.08 .0879 InvscBull2028CpBd BSCS 2.7 23.03 –0.11 .0487
FTCboeUSDeepAug DAUG ... 31.44 –0.76 ... InvscGrwMultAll PSMG 2.4 14.03 –0.72 .0848 iShMSCI UK SC EWUS 3.1 33.36 –2.12 .4204 VanEckCEFMuni XMPT 4.0 26.70 –0.12 .0909 FTIndxxNextG NXTG 1.2 58.34 –3.15 .1745 InvscBull2025CpBd BSCP 2.6 22.34 –0.05 .042
FTCboeUSDeepFeb DFEB ... 30.56 –0.72 ... InvscModConserv PSMM 3.2 13.42 –0.35 .1014 iShMSCIEAFEValue EFV 3.7 38.84 –2.45 .5054 VanEckHYMuni HYD 4.2 59.45 –0.13 .2094 FTIntlEquOpps FPXI .3 56.15 –2.10 .1115 InvsBull25HYCpBd BSJP 5.3 23.53 –0.24 .1043
FTCboeUSDeepJul DJUL ... 30.40 –0.55 ... InvscPureDevxNA PBDM 2.3 22.62 –1.30 .1207 iShMornMultiAsst IYLD 5.4 22.03 –0.51 .1516 VanEckMornDur DURA 3.6 25.94 –1.30 .24 FT JapanAlpha FJP 2.5 46.56 –1.55 .3411 InvscBull2024CpBd BSCO 2.5 22.17 –0.03 .0434
FTCboeUSDeepJun DJUN ... 31.06 –0.65 ... InvscPureFTSEEM PBEE 3.0 24.96 –0.75 .1949 iShNorthAmNatRscs IGE 4.2 19.32 –0.92 .2091 VanEckMornGlb GOAT ... 31.25 –1.72 ... FT LC CoreAlpha FEX 1.4 62.92 –3.76 .1974 InvsBull24HYCpBd BSJO 4.8 24.10 –0.21 .0965
FTCboeUSDeepMay DMAY ... 31.71 –0.45 ... InvscPureMSCIUSA PBUS 1.7 33.02 –2.06 .1312 iShRussell2500 SMMD 1.5 45.44 –2.98 .201 VanEckMornIntlMoat MOTI 4.4 28.60 –1.72 1.25 FT LC GrwthAlpha FTC .6 82.44 –5.33 .037 InvsBull20HYCpBd BSJK 2.0 23.36 –0.01 .0048
FTCboeUSDeepNov DNOV ... 31.46 –0.78 ... InvscPrMSCIUSASC PBSM 1.6 26.66 –1.73 .0912 iShIntlPfdStock IPFF 4.5 13.91 –0.41 .0447 VanEckMornWideMoat MOAT 1.3 53.14 –3.28 .7167 FT LC US Equity RNLC 1.9 23.46 –1.49 .0911 InvscBull2021CpBd BSCL 2.3 21.31 +0.01 .0336
FTCboeUSDeepOct DOCT ... 29.12 –0.80 ... InvscPureUSAggBd PBND 2.5 26.62 ... .0525 iShShortMaturityBd NEAR 1.9 50.14 ... .0406 VanEckMuni MAAX 2.9 24.24 –0.04 .0577 FT LC Value FTA 2.3 46.80 –2.89 .2614 InvsBull21HYCpBd BSJL 4.3 22.96 –0.07 .0695
FTCboeUSDeepSep DSEP ... 29.59 –0.71 ... InvscPure0-5YTIPS PBTP .8 25.75 –0.07 .0822 iShShrtMatMuniBd MEAR 1.2 50.20 –0.03 .0201 VanEckRussia RSX 7.3 19.45 –1.99 1.4162 FT LatAmAlpha FLN 2.5 14.78 –1.11 .0693 InvscBull2027CpBd BSCR 2.6 21.92 –0.07 .0441
FidelityBlueChipGr FBCG ... 23.92 –1.54 ... InvscRuss1000Dyn OMFL 1.9 31.42 –2.11 .1785 iShCohen&StrsREIT ICF 2.7 98.65 –4.95 .6263 VanEckRussiaSC RSXJ ... 30.89 –2.49 ... FT LowDurOpp LMBS 2.3 51.51 –0.04 .09 InvscBull2026CpBd BSCQ 2.6 21.66 ... .0428
FidelityBlueChipV FBCV .7 20.64 –1.11 .049 InvscRuss2000Dyn OMFS 1.4 24.62 –1.97 .0787 iSh25+YTrStrip GOVZ ... 23.61 +0.01 ... VanEckShHYMuni SHYD 3.2 24.11 –0.15 .0638 FT LowDurStrat LDSF 2.4 20.30 –0.10 .0407 InvsBull26HYCpBd BSJQ 5.0 24.55 –0.27 .0985
FidelityLowDurBd FLDR 1.6 51.02 –0.03 .022 InvscS&P500MinVar SPMV 1.9 30.71 –1.72 .0633 iShUS Div&Buyback DIVB 2.4 27.75 –1.77 .1691 VanEckVietnam VNM .8 14.74 –0.70 .1051 FT MgdMuni FMB 2.3 55.41 +0.04 .1025 InvscBull2023CpBd BSCN 2.5 21.81 –0.02 .0394
FidelityNewMill FMIL .9 20.21 –1.14 .057 InvscS&PIntlDev IDHD 6.7 22.47 –0.80 .2385 iShUSInfr IFRA 2.0 25.55 –1.47 .1152 VangdESGIntlStk VSGX 2.0 50.72 –2.37 .2779 FT MegaCap FMK 1.6 36.55 –2.92 .132 InvsBull23HYCpBd BSJN 5.0 24.60 –0.23 .0975
FidelityStkInfl FCPI 2.0 23.13 –1.40 .119 InvscS&PSCHiDiv XSHD 7.6 15.93 –0.90 .0685 iShUSSCValue SVAL ... 19.14 ... ... VangdESGUSCpBd VCEB .5 74.44 –0.33 .0289 FT MC CoreAlpha FNX 1.4 67.37 –4.08 .2541 InvscBull2022CpBd BSCM 2.4 21.82 –0.01 .0372
FidelityTargEM FDEM 2.3 23.24 –0.96 .107 InvscS&PSCQuality XSHQ 1.7 25.88 –1.41 .1216 iShUSTreasuryBdETF GOVT 1.5 27.62 –0.03 .023 VangdESGUSStk ESGV 1.3 60.54 –3.59 .1931 FT MC GrwthAlpha FNY .4 53.43 –3.24 .0897 InvsBull22HYCpBd BSJM 4.5 22.88 –0.14 .0822
FidelityTargIntl FDEV 3.4 24.11 –1.11 .16 iPathS&P500DynVIX XVZ ... 42.34 +1.91 ... JPMBetaCanada BBCA 2.7 23.05 –1.39 .1492 VangdUSLiquid VFLQ 1.9 77.70 –4.82 .3148 FT MC US Equity RNMC 1.6 19.77 –1.32 .0684 InvscBS2028HY BSJS ... 24.68 –0.31 ...
FTLuntUSFactor FCTR .8 24.47 –1.79 .0275 iPathS&PMLPETN IMLP 13.8 7.82 –0.66 .2508 JPMBetaDevAsia BBAX 3.5 22.55 –1.10 .2606 VangdUSMinVol VFMV 2.5 80.48 –4.00 .3552 FT MC ValAlpha FNK 2.1 28.75 –1.68 .1395 InvscBS2028MuniBd BSMS 1.8 25.47 +0.01 .0387
FlexShCredScUSLg LKOR 3.1 61.69 –0.52 .1635 iPathBS&P500VIXMid VXZ ... 34.86 +2.55 ... JPMBetaEurope BBEU 2.5 21.67 –1.65 .1447 VangdUSMom VFMO .7 92.68 –6.83 .0554 FT MCGrAlpDX FAD .5 85.15 –5.63 .0759 InvscBS2025MuniBd BSMP 1.4 25.76 –0.01 .0269
FlexMrnUSMktFtrTlt TILT 1.7 121.20 –7.49 .5319 iPathS&P500VIX VXX ... 26.53 +4.36 ... JPMBetaIntl BBIN .8 46.29 –2.78 .2438 VangdUSMultifact VFMF 1.7 70.95 –4.58 .2313 FT MuCValAlpha FAB 2.0 47.79 –2.96 .2376 InvscBS2024MuniBd BSMO 1.2 25.57 +0.01 .0207
FlexSTOXXGlbESGImp ESGG 1.6 106.10 –6.49 .3763 iPathUSTrea5YrBull DFVL ... 88.27 –5.12 ... JPMBetaJapan BBJP 2.3 24.32 –0.43 .5657 VangdUSQual VFQY 1.4 82.91 –5.56 .2815 FTMuniCEFIncmOpp MCEF 3.3 18.92 –0.20 .06 InvscBS2024USDEM BSDE 3.8 25.90 –0.08 .0736
FlexSTOXXUSESGImp ESG 1.5 78.93 –4.90 .2788 iShAdCurrHdgMSCI DEFA 2.7 25.65 –1.48 .3567 JPMBetaUSREIT BBRE 3.1 70.01 –3.97 .5551 VangdUSValue VFVA 2.6 62.83 –4.34 .3535 FTMuniHiIncm FMHI 3.3 51.77 +0.08 .14 InvscBull2029CpBd BSCT 2.5 21.31 –0.10 .0413
FlexShUSQualLC QLC 1.7 35.37 –2.18 .1452 iShIntmGovt/CredBd GVI 2.0 117.26 –0.16 .1681 JPM Beta1-5Y BBSA 2.0 26.23 –0.02 .0321 WisdTrYdEnhUSST SHAG 2.2 51.47 –0.08 .06 FT NasdComBk QABA 3.1 36.39 –1.25 .2565 InvscBS2029MuniBd BSMT 1.9 25.32 +0.02 .0396
FormulaHdgGrwth FFHG .6 24.70 –1.79 .0083 iShBrdUSDHYCpBd USHY 5.7 39.52 –0.42 .1908 JPMBetaUSEquity BBUS 1.6 59.58 –3.60 .3048 WisdomDynCurrIntl DDWM 3.8 24.42 –1.36 .325 FT NasdCleanEdge QCLN .4 47.38 –1.76 .0178 InvscBS2021MuniBd BSML .9 25.32 –0.01 .0122
FormulaFolIncm FFTI 2.6 23.78 –0.14 .0433 iShConvBond ICVT 1.4 80.94 –3.81 .065 JPMCorePlusBd JCPB 2.0 55.62 –0.03 .0784 WisdomDynCurrIntSC DDLS 3.5 26.84 –1.43 .275 FT NasdClEdSmGr GRID .8 63.99 –4.12 .1993 InvscBS2021USDEM BSAE 3.8 25.31 –0.06 .0798
FormulaFolSmartGrw FFSG 1.2 26.43 –1.49 .0555 iShCoreMSCIEAFE IEFA 2.7 58.16 –3.31 .6999 JPMorganDisciplHY JPHY 5.0 50.09 –0.53 .198 WT EM ESG Fd RESE 2.3 31.06 –1.10 .26 FT NasdCybersec CIBR 1.5 33.31 –2.59 .0329 InvscBS27HYCpBd BSJR 4.7 24.44 –0.37 .105
FormulaFolTactGrw FFTG 1.1 26.94 –0.79 .0006 iShCurrHdgMSCIEAFE HEFA 2.7 26.58 –1.25 .3768 JPM IntlBdOpps JPIB 4.8 50.33 –0.24 .1307 WisdomTreeCpBdFd WFIG 2.4 54.40 –0.44 .1025 FT NasdGlblAuto CARZ 1.1 39.35 –2.11 .0428 InvscBS2027MuniBd BSMR 1.6 25.13 –0.04 .024
FrankDisrComm BUYZ ... 42.30 –2.92 ... iShCurrHdgMSCIEM HEEM 2.6 27.25 –0.92 .1461 JPM Municipal JMUB 2.1 54.21 –0.01 .0795 WisdomTreeUSHYCpBd WFHY 5.1 49.92 –0.90 .205 FT Nasd100xTech QQXT .3 66.57 –4.15 .0375 InvscBS2026MuniBd BSMQ 1.7 25.42 +0.01 .0331
FrankGenAdv HELX ... 35.54 –1.65 ... iShIntlSelDividend IDV 7.3 24.25 –1.44 .3016 JPM UltShtIncm JPST 1.8 50.78 –0.02 .0459 WisdTrUSSTCpBd SFIG 2.1 51.72 –0.09 .06 FT Nasd100Tech QTEC .6 116.07 –5.85 .1335 InvscBS2023MuniBd BSMN 1.0 25.52 –0.02 .0159
FrankIntMach IQM ... 33.38 –2.30 ... iShTransportAvg IYT 1.2 196.61 –13.75 .3879 JPMUltShMuni JMST 1.1 51.00 –0.01 .0233 WisdTrUSSTHY SFHY 4.8 47.68 –0.61 .175 FT NasdArtlIntel ROBT .1 38.75 –2.55 .0126 InvscBS2023USDEM BSCE 3.9 26.06 –0.03 .0834
FrankHYCorp FLHY 6.2 25.37 –0.42 .0988 iShU.S.Industrials IYJ 1.2 164.44 –11.02 .4318 LHAMktStAlpha MSVX ... 24.38 +0.01 ... WisdTrIntlESGFd RESD 2.2 24.40 –1.28 .155 FTNasdaqBk FTXO 3.7 18.76 –0.74 .1516 InvscBS2022MuniBd BSMM 1.0 25.40 ... .012
FrankIntlAggBd FLIA .9 25.48 +0.09 .0214 iShUSAerospace&Def ITA 2.1 151.03 –13.81 .4084 LHA MktStTact MSTB ... 24.53 –0.87 ... WisdTrIntlQualDiv IQDG 1.8 31.24 –1.91 .135 FT NasdFood&Bev FTXG 1.4 21.16 –1.12 .0928 InvscBS2022USDEM BSBE 4.0 25.79 –0.05 .0877
FrankSrLoan FLBL 3.5 23.99 –0.28 .0657 iShUSHomeConstrn ITB .5 52.02 –4.53 .0511 LeggMasonIntLowVol LVHI 5.3 21.28 –0.82 .1232 WisdTrUSMulti USMF 1.6 30.65 –1.71 .07 FT NasdOil&Gas FTXN 2.7 9.15 –0.97 .0703 InvscBuyBackAch PKW 1.9 59.08 –3.45 .2258
FranklinLib US FLQL 2.3 33.79 –1.81 .3043 iShUSOil&GasExpln IEO 4.9 25.14 –2.35 .4263 MainSectorRot SECT 1.8 29.95 –1.92 .0359 XtrkBBUSIGCpESG ESCR 2.9 22.48 –0.06 .0442 FT NasdPharm FTXH .8 23.00 –1.40 .0428 InvscDWABasicMatl PYZ 1.5 56.88 –3.78 .1501
FranklinLibUS MC FLQM 1.3 33.09 –1.87 .1304 iShUSTelecomm IYZ 3.0 26.62 –0.98 .211 MotleyFool100 TMFC .4 30.76 –1.88 .1256 XtrkrsEurozone EURZ 2.7 19.72 –1.92 .424 FT NasdRetail FTXD .9 25.70 –1.56 .03 InvscDWAConsCyc PEZ .4 59.07 –7.31 .0737
FranklinLibUS SC FLQS 1.6 26.17 –1.61 .1698 iShESGAwareAgg EAOA 1.4 26.72 –1.31 .0668 MotleyFoolSCGrw MFMS .0 32.19 –1.46 .3406 XtrkJPMEMSvn ESEB 4.2 21.52 –0.18 .0588 FT NasdSemicon FTXL .6 48.26 –2.33 .0571 InvscDWACnsStpls PSL .8 77.25 –3.48 .1877
Freedom100EM FRDM 1.3 24.85 –1.41 .0861 iShESGAwareCon EAOK 1.7 25.66 –0.54 .037 NuvESGEMEquity NUEM 1.8 29.37 –0.78 .5415 XtrkJPMESGUSDHY ESHY 5.9 20.17 –0.28 .1066 FT NasdaqTrans FTXR .6 23.44 –1.81 .0002 InvscDWADevMkt PIZ .9 29.78 –1.70 .0178
GlbX FdrRunCos BOSS .4 24.97 –1.79 .0697 iShESGAwareGrw EAOR 1.3 26.31 –1.01 .0711 NuvESGIntlDev NUDM 3.8 24.50 –1.43 .9217 FT Nasd100 EW QQEW .4 84.64 –4.88 .0691 InvscDWAEMMom PIE 1.7 19.56 –0.66 .1569
GlbXRuss2000Cvr RYLD 11.9
GlbXTarget5 TFIV 5.9
20.47
21.98
–0.94
–0.41
.2137
.095
iShESGAwareMod EAOM 1.2
iShESGMSCIUSASC ESML 1.2
25.88
27.24
–0.70
–1.64
.0758
.0838
NuvESG LC NULC .7
NuvESGLCGrowth NULG .4
30.95
49.54
–1.95
–3.02
.2139
.2615 NASDAQ FT RBA AmerInd AIRR .2
FTRisingDivAch RDVY 1.8
26.54
32.25
–1.98
–2.09
.0158
.128
InvscDWAEnerMom PXI 4.5
InvscDWAFinMom PFI 2.0
12.34
35.72
–1.13
–2.28
.0887
.1903
GlbXTargetPlus2 TFLT 3.6 23.73 –0.19 .055 iShESGScrS&P500 XVV ... 24.96 –1.55 ... NuvESGLCValue NULV 1.7 28.65 –1.58 .4814 FT RiverFrDynAP RFAP 2.6 49.69 –1.46 .1967 InvscDWAHlthcrMom PTH ... 136.47 –7.40 ...
GlbXUSInfrDevt PAVE .5 17.43 –0.90 .0383 iShESGScrS&PMC XJH ... 26.11 –1.65 ... NuvESGMCGrowth NUMG .2 42.83 –2.86 .0961 AdvShDWAlphaEW DWEQ ... 24.13 –1.13 ... FT RiverFrDynDev RFDI 2.0 54.59 –3.12 .1768 InvscDWAIndlsMom PRN .2 73.83 –5.61 .0054
GSAccInflUSDBd GTIP 1.4 56.31 –0.26 .1437 iShESGScrS&PSC XJR ... 26.15 –1.77 ... NuvESGMCValue NUMV 2.8 25.67 –1.32 .7238 AdvShDW FSM AC DWAW ... 30.56 –1.96 ... FT RiverFrDynEM RFEM 3.4 61.07 –2.18 .5745 InvscDWAMom PDP .2 75.42 –4.10 .0237
GSAccUltShBd GSST 1.4 50.78 +0.01 .0262 iShEdgeHYDefBd HYDB 5.9 48.97 –0.51 .2508 NuvESGSC NUSC .9 30.74 –1.56 .2813 AdvShDW FSM US DWUS ... 29.72 –1.75 ... FT RiverFrDynEur RFEU 2.1 55.63 –3.71 .2659 InvscDWASCMom DWAS .3 59.22 –4.68 .0263

Nasdaq Issues
52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
3.80 0.72 Uxin UXIN ... dd .96 –0.04 ... 29.69 21.11 Vertex VERX ... dd 24.24 –1.68 ... 39.98 6.61 WaveLifeSci WVE ... dd 7.07 –0.92 ... 220.97 143.34 WillisTowers WLTW 1.5 22 182.48 –27.27 .68 21.71 9.01 Xperi XPER 1.6 dd 12.40 –0.35 .05
2.78 1.20 VEON VEON 28.6 7 1.25 –0.05 .15 306.08 195.02 VertxPharm VRTX ... 26 208.36 –3.22 ... 254.91 151.16 WD-40 WDFC 1.1 55 243.38 +8.28 .67 29.50 3.20 WiMiHologram WIMI ... ... 5.62 –0.01 ... 7.20 2.38 Xunlei XNET ... dd 2.63 –0.20 ...
14.14 1.82 VOXX Intl VOXX ... dd 11.33 –2.54 ... 46.90 13.12 ViacomCBS A VIACA 3.2 15 29.86 –0.97 .24 45.00 17.84 WSFS Financial WSFS 1.5 16 31.69 –0.34 .12 170.00 44.27 Wingstop WING .5 cc 116.33 –10.18 .14 50.49 14.16 Y-mAbsTherap YMAB ... dd 42.74 +1.36 ...
41.14 13.83 VSE VSEC 1.2 dd 28.96 –2.42 .09 43.04 10.10 ViacomCBS B VIAC 3.4 14 28.57 –0.71 .24 17.06 13.00 WVS Financial WVFC 2.8 10 14.21 +0.76 .10 215.00 115.00 Winmark WINA .6 22 169.41 –0.19 3.00 5.65 1.29 YRC Worldwide YRCW ... dd 3.92 –0.54 ...
7.48 1.00 VyneTherap VYNE ... dd 1.60 –0.28 ... 77.80 25.10 ViaSat VSAT ... dd 33.90 –1.84 ... 47.19 9.75 WW Intl WW ... 18 21.16 –4.22 ... 71.95 22.02 WintrustFin WTFC 2.3 11 49.23 –0.93 .28 70.11 27.93 Yandex YNDX ... 58 57.57 –1.55 ...
12.14 6.00 ValleyNatlBncp VLY 5.8 10 7.64 –0.44 .11 16.35 8.08 ViaviSolutions VIAV ... cc 12.35 –0.77 ... 5.85 0.21 Waitr WTRH ... dd 2.55 –0.47 ... 5.49 1.87 WisdomTreeInvs WETF 3.3 dd 3.64 –0.32 .03 7.29 4.16 YintechInvt YIN 1.4 38 7.21 +0.01 .20
17.85 7.12 VandaPharm VNDA ... 5 10.69 +0.44 ... 90.88 30.42 Vicor VICR ... cc 78.00 –5.74 ... 64.50 33.36 WalgreensBoots WBA 5.5 69 34.04 –4.00 .4675 22.27 3.90 WISeKey WKEY ... dd 5.09 –1.17 ... 51.27 34.56 YorkWater YORW 1.7 34 42.25 –4.02 .1802
33.00 10.37 VarexImaging VREX ... dd 13.40 –0.79 ... 24.83 10.18 VictoryCapital VCTR 1.1 8 18.34 –1.56 .06 4.85 1.36 WandaSports WSG ... dd 2.19 –0.06 ... 319.34 76.81 Wix.com WIX ... dd 247.32 –24.55 ... 5.95 1.67 Yunji YJ ... dd 1.95 +0.07 ...
138.75 48.95 VaronisSystems VRNS ... dd 115.57 –8.70 ... 70.66 19.60 VielaBio VIE ... dd 31.91 –0.83 ... 34.76 25.80 WarnerMusic WMG 1.8 dd 26.53 –2.97 .12 129.06 46.51 Woodward WWD .4 20 79.55 –7.31 .0812 9.01 2.06 ZAGG ZAGG ... dd 2.85 –0.16 ...
1.64 0.90 VascularBiogenics VBLT ... dd 1.16 ... ... 4.88 1.11 ViewRay VRAY ... dd 2.97 –0.08 ... 38.18 20.01 WashingtonFederal WAFD 4.1 10 21.29 –1.94 .22 248.75 107.75 Workday WDAY ... dd 210.12 –14.02 ... 5.61 1.80 Ziopharm ZIOP ... dd 2.09 –0.18 ...
22.35 11.17 VastaPlatform VSTA ... ... 11.56 –1.74 ... 8.87 3.26 VikingTherap VKTX ... dd 5.63 –0.09 ... 54.96 25.86 WashTrBcp WASH 6.0 9 33.77 –2.14 .51 115.67 43.16 WorldAcceptance WRLD ... 14 83.99 –16.32 ... 95.52 35.01 ZaiLab ZLAB ... ... 82.05 –5.15 ...
58.48 17.80 Vaxcyte PCVX ... ... 37.37 –6.18 ... 28.71 16.48 VillageSuper A VLGEA 4.4 13 22.65 –0.68 .25 19.48 12.10 WaterstoneFinl WSBF 2.8 7 16.88 –0.14 .12 30.72 20.75 WrightMedical WMGI ... dd 30.59 –0.07 ... 44.60 22.00 ZealandPharma ZEAL ... dd 33.75 –3.48 ...
19.21 7.42 VeecoInstr VECO ... dd 12.73 –0.23 ... 10.80 4.20 ViomiTech VIOT ... 15 5.71 –0.14 ... 36.79 10.86 Watford WTRE ... dd 36.00 +0.37 ... 153.41 35.84 WynnResorts WYNN .0 dd 72.43 –4.13 1.00 304.57 150.06 ZebraTech ZBRA ... 31 283.64 –20.08 ...
32.50 9.87 VelodyneLidar VLDR ... dd 12.23 –0.95 ... 26.83 4.98 ViperEnergyPtrs VNOM 1.7 dd 7.01 –0.62 .03 26.50 9.52 WaysideTech WSTG 3.1 20 22.12 –0.68 .17 59.32 22.00 ZentalisPharm ZNTL ... ... 39.59 –2.09 ...
7.90
9.00
0.05
2.02
VelodyneLidarWt
VenusConcept
VLDRW
VERO
...
...
...
dd
2.60
2.11
–0.06
–0.43
...
...
75.00
4.50
11.65
1.82
VirBiotech
VircoMfg
VIR
VIRC
...
...
dd
dd
31.44
1.96
–3.27
–0.13
...
...
55.52
24.91
28.93
6.82
Weibo
Wendy's
WB
WEN
...
.9
20
45
41.55
21.85
+1.55
–1.83
...
.05 XYZ 112.21
112.49
18.65
20.04
Zillow A
Zillow C
ZG
Z
...
...
dd
dd
89.33
88.62
–7.43
–7.54
...
...
12.75 3.12 VeraBradley VRA ... 51 6.34 –0.94 ... 28.59 14.94 VirtuFinancial VIRT 4.5 7 21.38 –0.61 .24 47.43 28.99 WernerEnterprises WERN .9 17 38.02 –3.10 .09 52.48 23.58 ZionsBancorp ZION 4.2 14 32.27 –0.93 .34
44.64 13.90 Veracyte VCYT ... dd 34.66 –2.68 ... 180.89 55.37 VirtusInvtPtrs VRTS 2.1 22 159.55 –18.01 .82 38.58 17.46 WesBanco WSBC 5.3 15 24.29 –0.64 .32 28.85 14.14 XOMA XOMA ... dd 24.81 +2.25 ... 9.29 2.84 Zix ZIXI ... dd 6.13 –0.37 ...
4.67 0.83 Verastem VSTM ... dd 1.20 –0.02 ... 52.81 19.48 Virtusa VRTU ... 42 50.30 –0.15 ... 25.93 13.74 WestBancorp WTBA 5.1 9 16.59 –1.36 .21 52.94 15.50 XP XP ... 64 40.08 –3.38 ... 57.22 16.65 Zogenix ZGNX ... dd 21.32 +0.03 ...
59.83 32.44 VerintSystems VRNT ... cc 48.52 –3.80 ... 97.52 38.69 Visteon VC ... dd 89.65 +0.30 ... 69.08 46.94 WestamericaBncp WABC 3.1 18 52.37 –2.09 .41 26.40 8.72 XBiotech XBIT ... 1 17.11 –1.20 ... 588.84 62.02 ZoomVideo ZM ... cc 460.91 –50.61 ...
221.30 148.77 VeriSign VRSN ... 28 190.70 –10.10 ... 43.30 32.82 VitalFarms VITL ... ... 34.56 –0.63 ... 72.00 27.40 WesternDigital WDC .0 dd 37.73 –3.99 .50 1.94 0.40 XcelBrands XELB ... dd .89 –0.19 ... 64.40 30.83 ZoomInfoTech ZI ... ... 37.99 –5.18 ...
195.10 116.61 VeriskAnalytics VRSK .6 57 177.97 –11.28 .27 17.00 11.32 Vitru VTRU ... dd 11.45 –0.91 ... 10.00 4.45 WestNewEngBncp WNEB 3.5 14 5.76 –0.90 .05 74.41 46.58 XcelEnergy XEL 2.5 25 70.03 –1.44 .43 7.24 1.08 Zovio ZVO ... dd 3.61 –0.58 ...
29.41 10.02 Veritex VBTX 3.4 12 19.73 –1.56 .17 21.72 11.46 Vodafone VOD 7.4 dd 13.51 –1.33 .4746 3.39 0.70 WestportFuelSys WPRT ... dd 1.77 –0.30 ... 43.90 19.35 Xencor XNCR ... dd 38.38 –1.10 ... 163.80 35.00 Zscaler ZS ... dd 135.75 –11.30 ...
19.67 1.22 Veritone VERI ... dd 9.38 –0.33 ... 12.99 4.18 Vonage VG ... dd 10.58 –0.11 ... 26.72 15.13 WeycoGroup WEYS 6.1 21 15.84 –0.33 .24 18.45 7.00 XenonPharms XENE ... dd 9.72 –1.00 ... 35.68 13.13 Zumiez ZUMZ ... 12 28.00 –3.19 ...
15.71 2.01 VeronaPharma VRNA ... dd 5.87 –0.24 ... 16.53 6.26 VoyagerTherap VYGR ... dd 10.63 –0.40 ... 38.39 17.92 Willdan WLDN ... dd 26.17 –2.79 ... 9.69 1.42 XerisPharm XERS ... dd 4.73 –0.83 ... 7.81 2.55 ZynerbaPharma ZYNE ... dd 3.43 –0.29 ...
18.67 6.02 VerricaPharm VRCA ... dd 7.41 –1.06 ... 75.49 37.82 Vroom VRM ... ... 41.10 –5.00 ... 63.49 14.11 WillisLease WLFC ... 4 21.21 –1.51 ... 130.40 67.68 Xilinx XLNX 1.3 48 118.69 +1.87 .38 10.69 5.65 Zynga ZNGA ... dd 8.99 –0.45 ...
M20 BARRON’S November 2, 2020

Exchange-Traded Portfolios
Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
InvscDWATechMom PTF ... 109.97 –7.59 ... VanEckBiotech BBH .3 152.30 –6.61 .4724 BarclaysETN FI Enh FLEU ... 92.10 –16.19 ... S&P2xDivAristoETN SDYL 7.7 68.84 –8.67 .5082 FrankFTSE SKorea FLKR 1.7 22.99 –1.11 .4017 InvscChinaTech CQQQ .0 74.42 +1.74 .0052
InvscDWAUtilMom PUI 2.7 30.83 –1.41 .201 VanEckFallAnglHYBd ANGL 5.1 29.89 –0.29 .1274 BarclaysFIEnhEur50 FFEU ... 63.69 –11.24 ... EtracsM1.5XLevCEF CEFD 13.2 24.46 –1.22 .3022 FrankFTSESwitz FLSW 2.5 26.66 –1.71 .6406 InvscCleantech PZD .4 58.44 –3.98 .0798
InvscDivAchvrs PFM 2.2 29.61 –1.65 .1361 VanEckGaming BJK 3.4 36.56 –2.82 1.2308 BarclaysETN HY FIYY ... 79.35 –9.42 ... EtracsM1.5XLevMtg MVRL 19.7 29.17 –2.04 .8058 FrankFTSETaiwan FLTW 2.8 31.40 –0.96 .0189 InvscCurrShAUD FXA .0 70.05 –1.16 .0058
InvscIntLowBeta IDLB 2.1 26.20 –0.89 .0167 VanEckPharm PPH 1.7 58.91 –3.55 .2493 Barrons400ETF BFOR .7 42.33 –2.45 .295 ETRACSMonthPay2x SMHB 32.5 5.04 –0.68 .105 FrankFTSE UK FLGB 4.8 18.45 –1.10 .3186 InvscCurrShGBP FXB ... 125.24 –0.88 ...
InvscFTSEUS1500SM PRFZ 1.5 119.48 –8.46 .3561 VanEckRetail RTH .8 144.23 –8.78 1.0901 BlkRkFutureHlth BMED ... 25.13 –1.35 ... ETRACS2xLvHiDiv HDLB 22.6 8.37 –0.92 .0807 FrankFedIntTxFr FLMI 2.2 25.53 ... .0487 InvscCurrShCAD FXC .3 73.87 –1.06 .0559
InvscGlblWater PIO .9 31.21 –1.75 .0456 VanEckSemiconduc SMH ... 174.95 –9.05 ... BlkRkFutInnov BFTR ... 35.55 –2.16 ... ETRACS 2xLvWF LMLB 31.4 7.05 –0.83 .0213 FrankFedTxFrBd FLMB 2.3 26.66 –0.01 .0446 InvscCurrShEuro FXE ... 109.54 –2.05 ...
InvscGoldenDragon PGJ .2 54.04 –1.05 .0275 VanEckVideoGam ESPO .1 59.78 –1.61 .0834 BlkRkFutureTech BTEK ... 25.84 –1.43 ... ETRACSNYSEPick PYPE 13.9 11.28 –0.81 .3658 FrankInvGradeCp FLCO 3.2 26.57 –0.11 .0653 InvscCurrShJPY FXY ... 90.29 –0.01 ...
InvscHYEquDivAch PEY 5.1 14.80 –0.78 .0605 VangdEM GovBd VWOB 4.6 78.30 –0.65 .3309 BlkRkUSEqRotat DYNF 1.8 27.31 –1.65 .135 EtracsQ1.5XLevWf BDCX 16.9 22.32 –1.29 1.049 FrankShtDurUSGovt FTSD 1.9 95.54 –0.17 .12 InvscCurrShCHF FXF ... 99.57 –1.42 ...
InvscIntlBuyBkAch IPKW 1.9 31.40 –1.78 .1439 VangdGlblxUS RE VNQI 7.8 46.98 –2.16 3.6471 BlueStarIsrael ITEQ ... 56.10 –3.21 ... EtracsQ1.5XLevAl MLPR 11.5 16.26 –2.03 .9332 FrankSysStyle FLSP .3 21.89 –0.17 .0511 InvscDBComm DBC 2.0 12.65 –0.61 .2538
InvscIntlDivAch PID 4.6 12.68 –0.81 .0815 VangdIntrCorpBd VCIT 2.8 95.46 –0.36 .1951 BreakwDryBulk BDRY ... 6.77 –0.62 ... ETRACS2xMLvWF BDCY 45.2 6.34 –0.63 .4351 FrankUSCoreBd FLCB 2.5 26.08 –0.09 .053 InvscDBAgriFd DBA 1.8 14.55 –0.39 .2572
InvscKBWBank KBWB 3.6 39.71 –1.93 .294 VangdIntermTrmTrea VGIT 1.7 69.96 –0.06 .0755 CP HY Trend HYTR 2.7 23.08 –0.28 .0707 ETRACS2xM092548 PFFL 12.2 17.57 –0.75 .1521 FrankUSLowVol FLLV 1.5 37.70 –2.08 .0823 InvscDBBaseMet DBB 1.7 15.59 –0.25 .2725
InvscKBWHiDvYdFn KBWD 12.8 13.27 –0.78 .1152 VangdIntlDivApp VIGI 1.8 70.22 –3.79 .2277 CTracksETN2026 MLPE .0 9.70 –0.44 .3156 ETRACSUBSBloomberg UCIB ... 13.07 –0.55 ... FrankUSTreaBd FLGV 1.5 24.92 –0.07 .0379 InvscDBEnerFd DBE 3.0 8.78 –0.70 .2623
InvscKBWPrEquREIT KBWY 13.6 16.52 –1.08 .1335 VangdIntlHiDiv VYMI 3.8 50.66 –2.98 .5768 CTrksETNsMillerHwd MLPC .0 6.36 –0.58 .2056 ETRACSWFBusDev BDCZ 12.3 13.23 –0.61 .3773 FrankUltraShBd FLUD 1.5 25.01 –0.02 .0405 InvscDBG10Curr DBV 1.5 23.11 –0.20 .3445
InvscKBWP&CIns KBWP 2.3 57.55 –3.23 .1871 VangdLTCorpBd VCLT 3.4 105.68 –0.84 .2711 CabanaTargetDraw5 TDSA ... 23.97 –0.34 ... E-TRACS Agri UAG ... 16.31 –0.56 ... FranklinLibEM FLQE 6.0 25.71 –1.15 .043 InvscDBGoldFd DGL ... 54.91 –0.81 ...
InvscKBWRegBkg KBWR 4.0 36.64 –1.41 .3285 VangdLong-TermTrea VGLT 1.9 96.24 –0.23 .1345 CabanaTargetDraw16 TDSE ... 23.97 –0.84 ... E-TRACS CMCI UCI ... 13.19 –0.47 ... FranklinLibQGlbDiv FLQD 3.7 26.94 –1.60 .4224 InvscDBOilFund DBO ... 6.42 –0.66 ...
InvscNasdNext100 QQQJ ... 24.94 –1.51 ... VangdMBS VMBS 2.1 54.13 +0.02 .0682 CabanaTargetDraw10 TDSC ... 24.17 –0.54 ... E-TRACS Food FUD ... 16.19 –0.51 ... FranklinGlbEquity FLQG 3.1 31.59 –1.82 .4263 InvscDBPrecMetls DBP 1.0 51.34 –1.15 .5253
InvscNasd100 QQQM ... 110.86 –6.14 ... VangdRuss1000 VONE 1.6 151.33 –8.93 .5149 CabanaTargetDraw13 TDSD ... 24.10 –0.70 ... E-TRACS Gold UBG ... 46.85 –0.49 ... FranklinIntlEquity FLQH 7.8 23.22 –0.98 .91 InvscDBSilverFd DBS ... 33.63 –1.43 ...
InvscNasdInt PNQI ... 204.80 –12.99 ... VangdRuss1000Grw VONG .8 216.24 –12.82 .3335 CannabisETF THCX 12.6 8.67 –0.93 .15 E-TRACS Silvr USV ... 29.47 –1.29 ... GadsdenDynMult GDMA 1.0 28.46 –0.70 .003 InvscDBUSDBear UDN ... 20.87 –0.30 ...
Invsc1-30LadTrea PLW 1.1 38.45 –0.08 .0246 VangdRuss1000Val VONV 2.6 102.64 –5.76 .5665 ChgFinUSLCFoss CHGX .8 24.97 –1.79 .2009 ElemntsRogrAgri RJA ... 5.69 –0.19 ... GlbBetaMomGrw GBGR .4 20.16 –1.35 .02 InvscDBUSDBull UUP 2.1 25.37 +0.33 .5261
InvscQQQI QQQ .6 269.38 –15.36 .3882 VangdRuss3000 VTHR 1.5 149.19 –8.81 .4843 Velocity4xAUDUSD UAUD ... 15.09 –0.72 ... ElemntsRogrEngy RJN ... 1.30 –0.13 ... GlbBetaSmartIncm GBDV 5.4 14.89 –1.05 .18 InvscDefEquity DEF 1.2 53.51 –2.88 .6475
InvscRAFIStDvxUS ISDX 2.8 21.56 –1.51 .1427 VangdRuss2000 VTWO 1.2 123.67 –7.98 .3273 Velocity4XCHFUSD UCHF ... 23.56 –1.27 ... ElemntsRogrMtls RJZ ... 9.20 –0.18 ... GlbXAdaptiveUS AUSF 2.8 22.23 –1.18 .16 InvscDJIADiv DJD 4.0 33.28 –1.80 .421
InvscRAFIStratEM ISEM 2.8 22.69 –1.26 .3173 VangdRuss2000Grw VTWG .6 162.41 –10.00 .1928 Velocity4XEURUSD UEUR ... 17.60 –1.00 ... ElemntsRogrTr RJI ... 4.26 –0.16 ... GlbXCopperMiners COPX .6 21.50 –0.94 .0712 InvscDynBiotech PBE .1 56.54 –3.13 .029
InvscRAFIStratUS IUS 2.0 26.17 –1.81 .1299 VangdRuss2000Val VTWV 1.8 90.36 –6.31 .406 Velocity4XGBPUSD UGBP ... 16.75 –0.40 ... ElemntsBiofuels FUE ... 5.67 –0.07 ... GlbX EM Bd EMBD 4.1 26.53 –0.19 .0915 InvscDynBuilding PKB .4 35.47 –2.86 .0413
InvscRAFIStrUSSm IUSS 1.1 22.58 –1.64 .0529 VangdSTCpBd VCSH 2.5 82.78 –0.13 .141 Velocity4XJPYUSD UJPY ... 25.47 +0.28 ... ElemntsGrain GRU ... 3.39 ... ... GlbXFTSENordReg GXF .6 23.36 –2.01 .1246 InvscDynEnerExpl PXE 4.9 7.27 –0.84 .121
InvscR1000LoBeta USLB 3.1 31.22 –1.80 .3047 VangdShtTmInfltn VTIP 1.2 50.64 –0.16 .2795 Velocity4xUSDAUD DAUD ... 26.20 +0.95 ... EnSelectSectorSPDR XLE 7.7 28.72 –1.67 .5436 GlbX FTSE SE Asia ASEA 3.3 11.67 –0.44 .2303 InvscDynFood&Bev PBJ 1.3 32.24 –1.98 .1045
InvscS&PSCCnsDisc PSCD .9 64.86 –4.94 .0623 VangdShortTermTrea VGSH 1.5 62.04 ... .0403 Velocity4XUSDCHF DCHF ... 20.85 +0.86 ... ER Entrepreneur30 ENTR .1 24.10 –1.96 .0144 GlbX GoldExplorers GOEX 1.3 33.40 –2.17 .0252 InvscDynLCGrw PWB .3 60.08 –3.17 .0124
InvscS&PSCCnsStpl PSCC 1.8 75.57 –4.52 .449 VangdTotalBd BND 2.4 87.58 –0.12 .1503 Velocity4XUSDEUR DEUR ... 28.33 +1.46 ... ERNonUSSC ERSX 1.4 19.10 –1.25 .2688 GlbX GuruIndex GURU 1.0 37.20 –2.43 .3008 InvscDynLCValue PWV 3.1 33.12 –1.75 .2483
InvscS&PSCEner PSCE 1.4 3.03 –0.33 .0131 VangdTotalCpBd VTC 2.9 91.65 –0.42 .1966 Velocity4XUSDGBP DGBP ... 24.75 +0.40 ... EthoClimateLeader ETHO .8 44.19 –2.70 .07 GlbXLithium&Batt LIT 1.0 43.13 +0.94 .1606 InvscDynLeisure PEJ .5 30.00 –2.58 .0182
InvscS&PSCFinls PSCF 6.0 39.00 –2.34 .4462 VangdTotIntlBd BNDX 3.2 58.34 +0.07 .0461 Velocity4XUSDJPY DJPY ... 19.37 –0.20 ... FIEnhEurope50ETN FIEE ... 107.73 –19.07 ... GlbX MLP&Energy MLPX 7.4 22.54 –1.37 .5654 InvscDynMarket PWC 1.4 91.25 –5.45 .1393
InvscS&PSCHlthCr PSCH ... 133.66 –6.39 ... VangdTotIntlStk VXUS 2.6 50.97 –2.70 .3385 CitigrCTracksETN DIVC ... 30.92 –0.50 ... FidelityCorpBd FCOR 2.9 55.71 –0.32 .114 GlbX MLP MLPA 17.0 22.71 –2.02 .90 InvscDynMedia PBS .4 35.62 –2.15 .0031
InvscS&PSCIndls PSCI .8 62.54 –4.90 .1151 VangdTotWorldBd BNDW 2.8 81.58 –0.08 .0994 ClearPitonInt PIFI ... 99.70 –0.09 ... FidelityDivRising FDRR 3.7 31.38 –1.85 .218 GlbXMSCIArgentina ARGT .3 23.53 –1.74 .0778 InvscDynNetwkg PXQ .2 66.51 –5.39 .103
InvscS&PSCInfTech PSCT .1 89.72 –5.34 .0283 VicShDevEnhVol CIZ 1.7 26.68 –1.50 .0848 ClearUltShMat OPER .8 100.10 –0.03 .04 FidelityHiDiv FDVV 4.8 26.94 –1.59 .241 GlbXMSCIChinaCm CHIC .6 26.13 –0.19 .0907 InvscDynOil&GasSv PXJ 6.0 1.89 –0.16 .0269
InvscS&PSCMatls PSCM 1.7 42.48 –1.52 .1048 VicShDivAccel VSDA 1.5 35.36 –2.26 .0553 ColumbiaDivFixed DIAL 2.7 21.42 –0.17 .0464 FidelityHYFactor FDHY 4.9 53.80 –0.94 .206 GlXMSCIChinaCnsDisc CHIQ .5 29.51 +0.24 .0175 InvscDynPharm PJP .9 61.87 –3.59 .1166
InvscS&PSCUtil PSCU 2.3 43.97 –2.27 .1909 VicShEMHiDivVol CEY 4.9 18.47 –0.82 .0381 ColumbiaEMCoreXCh XCEM 2.4 24.07 –1.33 .5874 FidelityIntlHiDiv FIDI 5.6 15.22 –0.95 .214 GlbXMSCIChCS CHIS .8 29.17 –0.28 .1543 InvscDynSemicon PSI .4 80.27 –2.49 .0606
InvscVarRateInvt VRIG 1.9 24.88 ... .0154 VicShEMVolWtd CEZ 2.4 22.42 –0.92 .0499 ColumbiaEMConsumer ECON ... 25.40 –0.50 ... FidelityIntlValue FIVA 3.5 17.91 –1.15 .135 GlbXMSCIChinaEner CHIE 5.3 7.91 –0.42 .1284 InvscDynSoftware PSJ .1 123.65 –9.45 .0559
InvscWaterRscs PHO .4 40.77 –2.34 .0365 VicShIntlHiDivVol CID 4.0 24.99 –1.50 .1577 ColumbiaIndiaCnsmr INCO .3 40.34 –1.58 .12 FidelityLtdTermBd FLTB 1.9 52.50 –0.07 .05 GlbXMSCIChinaFinl CHIX 3.4 14.37 –1.07 .0418 InvscEMSovDebt PCY 4.9 26.80 –0.27 .0975
iShAsia50ETF AIA 1.8 74.26 –1.79 .26 VicShIntlVolWtd CIL 2.0 35.47 –1.82 .1123 ColumbiaMultMun MUST 2.3 21.95 +0.05 .0375 FidelityLowVol FDLO 2.0 38.19 –2.19 .142 GlbXMSCIChinaHC CHIH .2 23.82 –0.19 .1088 InvscFinlPfd PGF 5.1 18.55 –0.33 .0765
iSh3-7YTreasuryBd IEI 1.3 132.91 –0.04 .0953 VicShNasdNext50 QQQN .2 25.74 –1.87 .0045 ColumbiaResEnhVal REVS .8 18.40 –1.03 .1449 FidelityCommSvs FCOM 1.0 38.91 –1.73 .073 GlbXMSCIChinaIndls CHII 1.6 13.27 –0.30 .0467 InvscFTSEDvMktxUS PXF 2.7 34.26 –2.20 .20
iShBrdUSDInvCpBd USIG 3.0 60.43 –0.27 .1417 VicShUSDiscEnhVol CSF 1.1 40.95 –2.07 .0397 ColumbiaSustIntl ESGN 3.3 21.20 –1.05 .1536 FidelityMSCICnDisc FDIS .9 60.32 –4.09 .089 GlbXMSCIChinaIT CHIK .4 27.94 +0.30 .0409 InvscDevMktxUSSM PDN 2.2 28.97 –1.45 .1318
iShCommodSelStrat COMT 3.2 24.18 –0.75 .8576 VicShUSEQIncmEnh CDC 2.8 47.52 –2.33 .1282 ColumbiaSustUSEqu ESGS 2.9 25.31 –1.67 .1858 FidelityMSCICnStpl FSTA 3.2 37.27 –1.84 .235 GlbXMSCIChLC50 CHIL 1.3 35.46 –0.43 .1247 InvscFTSERAFIEM PXH 3.6 17.50 –1.04 .2731
iShCoreMSCITotInt IXUS 2.5 57.10 –2.94 .535 VicShUS500EnhVol CFO 1.0 54.05 –3.06 .0718 CommSvsSPDR XLC .8 59.20 –2.91 .1239 FidelityMSCIEn FENY 14.2 7.63 –0.46 .133 GlbXMSCIChinaMatls CHIM 3.1 18.26 –0.26 .171 InvscFTSEUS1000 PRF 2.5 112.72 –6.69 .6032
iShCore1-5YUSDBd ISTB 2.4 51.44 –0.06 .0903 VicShUS500Vol CFA 1.4 53.94 –3.15 .0755 CnsmrDiscSelSector XLY 1.0 142.97 –10.02 .3056 FidelityMSCIFinls FNCL 3.5 34.14 –1.90 .22 GlbXMSCIChRlEst CHIR 4.3 16.07 –0.53 .2575 InvscFundHYCpBd PHB 4.1 18.55 –0.22 .0628
iShCoreS&PUSGrowth IUSG 1.1 77.70 –4.55 .2235 VicShUSLCHiDivVol CDL 3.9 40.49 –2.62 .1489 CnsStapleSelSector XLP 2.6 62.26 –3.13 .3766 FidelityMSCIHlthCr FHLC 1.7 51.24 –2.94 .176 GlbXMSCIChUtil CHIU 2.5 13.77 –0.20 .1419 InvscFundInvCpBd PFIG 2.5 27.21 –0.10 .0511
iShCoreS&PUSValue IUSV 2.7 53.42 –3.09 .3841 VicShUSMultMin VSMV 2.2 30.59 –1.80 .0832 CoreAlternative CCOR 1.4 26.97 –0.80 .06 FidelityMSCIIndls FIDU 2.0 39.57 –2.71 .144 GlbXMSCIColombia GXG 4.5 23.05 –1.14 .4598 InvscGlbClnEner PBD 1.1 22.97 –0.99 .0707
iShCoreTotalUSDBd IUSB 2.7 54.06 –0.08 .1157 VicShUSSCHiDiv CSB 4.5 39.05 –2.26 .1358 CS FI LC Grwth FLGE ... 413.32 –56.33 ... FidelityMSCIIT FTEC 1.2 88.11 –5.99 .189 GlbX MSCIGreece GREK 3.8 17.89 –1.60 .1318 InvscGlblPrvEqu PSP 7.5 10.79 –0.58 .1166
iShCurrHdMSCIGrmny HEWG 1.4 25.22 –2.44 .3521 VicShUSSCVolWtd CSA 1.6 42.74 –2.53 .055 CS S&P MLP MLPO 13.8 6.30 –0.01 .2012 FidelityMSCIMatls FMAT 2.5 34.36 –1.67 .169 GlbXMSCINextEm EMFM 4.2 16.46 –0.74 .245 InvscGlbShrtHYBd PGHY 5.6 21.55 –0.14 .095
iShSelectDividend DVY 4.3 83.00 –4.59 .9463 WahedFTSEUSAShar HLAL 1.1 28.64 –1.94 .125 CSX Mthly2xLvMtg REML 54.6 3.73 –0.31 .144 FidelityRealEst FREL 4.5 22.82 –1.12 .179 GlbXMSCINigeria NGE .7 11.27 +0.55 .0836 InvscIndia PIN .9 19.50 –0.69 .1667
iShESGAdvHYCorpBd HYXF 4.8 51.18 –0.51 .201 WstAstShrtDur WINC 3.8 25.60 –0.10 .0628 DBGoldDoubleLg DGP ... 44.20 –1.29 ... FidelityMSCIUtils FUTY 4.0 39.79 –1.62 .321 GlbX MSCINorway NORW 2.1 9.61 –0.90 .1293 InvscIntlCpBd PICB 1.2 28.13 –0.48 .0244
iShESGAdvMSCI DMXF ... 53.28 –2.92 ... WstAstTR WBND 2.6 28.05 –0.30 .0577 DBGoldDoubleShrt DZZ ... 2.70 +0.08 ... FidelityMomFactor FDMO 1.3 38.97 –2.40 .088 GlbXMSCIPakistan PAK 2.9 26.90 –0.84 .2425 InvscInvGradeDef IIGD 1.8 27.30 ... .034
iShESGAdvMSCIEM EMXF ... 36.23 –0.78 ... WisdTrChinaxSOE CXSE .5 59.57 +0.25 .1025 DBGoldShortETN DGZ ... 10.03 +0.12 ... FidelityQualFactor FQAL 2.0 37.69 –2.39 .152 GlbXMSCIPortugal PGAL 3.3 8.46 –0.69 .1999 InvscInvGradeValue IIGV 2.5 28.10 –0.07 .0487
iShESGAdvUSA USXF 1.3 27.25 –1.65 .0887 WisdTrEM CpBd EMCB 4.1 73.71 –0.68 .2425 DayHaganNedRes SSUS ... 25.50 –1.55 ... FidelitySmalMid FSMD 1.6 23.95 –1.51 .079 GlbXISuperDivEM SDEM 8.4 9.58 –0.57 .0545 InvscMSCIGlbTimb CUT 2.8 27.84 –1.64 .771
iShESGAwareMSCI ESGD 1.9 61.15 –3.63 .585 WisdTrEMQualDivGrw DGRE 2.4 24.33 –0.89 .265 DefianceNextGen FIVG 1.0 28.34 –1.64 .0816 FidelityTotalBdETF FBND 2.7 54.29 –0.31 .097 GlXS&P500CCGrw XYLG 6.4 24.60 –1.36 .1308 InvscNatAMTFrMuni PZA 2.5 26.44 +0.09 .0518
iShESGAwareEM ESGE 1.9 36.24 –1.25 .2114 WisdTrGermanyHdg DXGE 2.9 26.56 –2.17 .335 DefNextGenSpac SPAK ... 22.38 –1.85 ... FidelityUSMulti FLRG ... 19.22 –1.11 ... GlbXS&P500Cv XYLD 7.8 42.86 –1.87 .4523 InvscNYAMTFrMuni PZT 2.6 25.41 +0.12 .0559
iShESGAwareUSA ESGU 1.5 74.43 –4.40 .2825 WisdTrIntRtHYBd HYZD 5.6 20.86 –0.39 .0875 DefianceQuantum QTUM .6 32.82 –2.25 .0555 FidelityValFactor FVAL 2.4 34.87 –1.97 .162 GlbXS&P500QualDiv QDIV 3.7 22.04 –1.37 .064 InvscPreferred PGX 5.6 14.64 –0.28 .0612
iShESG1-5YCpBd SUSB 2.2 26.05 –0.02 .0371 WisdTrIntUSAgg AGZD 2.4 46.80 –0.21 .09 DeltaShS&P500Mgd DMRL 1.1 57.78 –2.77 .0966 FieldUVAUnconMed FFIU 2.6 26.30 –0.16 .055 GlbXSilverMiners SIL 1.3 42.29 –2.91 .1392 InvscRayJamesSB1 RYJ ... 40.48 –2.74 ...
iShESGUSDCorpBd SUSC 2.5 27.60 –0.11 .0476 WisdTrJapanHdgSC DXJS 3.0 38.13 –0.91 .6692 DeltaShS&P400Mgd DMRM .8 47.74 –1.28 .0298 FinSelSectorSPDR XLF ... 23.86 –1.39 ... GlblXSuperDividend SDIV 10.9 10.63 –0.52 .08 InvscRuss1000EW EQAL 2.0 32.24 –1.93 .1433
iShESGEMLdrs LDEM .0 52.20 –1.62 .3498 WisdTrUSQltyDiv DGRW 2.1 47.73 –2.95 .105 DeltaShS&PIntMgd DMRI 1.3 43.14 –1.82 .0511 FTActiveFactorLC AFLG 1.2 19.59 –1.17 .0629 GlbXSuperDivUS DIV 10.1 15.00 –0.67 .0995 InvscS&PEMLowVol EELV 3.6 19.85 –0.72 .2052
iShESGIUSALdrs SUSL 1.6 56.53 –3.35 .2312 WisdTrUSSCQltyDiv DGRS 2.5 31.78 –2.15 .05 DeltaShS&P600Mgd DMRS .7 47.09 –1.07 .1246 FTActiveFactorMC AFMC 1.0 17.91 –0.78 .0443 GlbXSuperIncPfd SPFF 6.1 11.07 –0.21 .0565 InvscS&PEMMom EEMO 2.0 16.43 –0.13 .2767
iShExponentialTech XT 1.1 47.80 –2.86 .2421 DirexAuspiceBroad COM .4 23.11 –0.81 .0323 FTActiveFactorSC AFSM .7 17.97 –1.18 .0225 GlbX US Pfd PFFD 5.5 24.72 –0.46 .109 InvscS&P500BuyWr PBP 1.6 18.68 –0.86 .0594
.4828
iShFallAngelsUSDBd FALN 5.4
iSh5-10YIGCorpBd IGIB 2.9
27.52
60.56
–0.23
–0.28
.1305
.135 NYSE ARCA DirexConCnsmr CCON ...
DirexAeroBl3 DFEN 1.2
50.87
8.89
–3.45
–2.74
...
.0004
FT AustrAlpha FAUS 5.2
FT ConsDscAlpDx FXD .7
27.07
42.40
–1.45
–2.76 .0229
GlbX Uranium
GlbXVarPfd
URA 2.2
PFFV 5.7
10.81
25.86
–0.34
–0.57
.1558
.1225
InvscS&P500Down PHDG
InvscS&P500EnhVal SPVU
1.1
3.5
32.58
26.97
–0.74
–2.02
.0443
.2304
iShGNMABondETF GNMA 2.0 50.98 +0.06 .0814 DirexBrazilBull2X BRZU 10.6 61.86 –13.00 .3491 FT ConsStaples FXG 1.7 47.45 –2.70 .1446 GSAccessHYCorpBd GHYB 5.1 48.50 –0.52 .179 InvscS&P500EWCm EWCO 1.6 25.62 –1.68 .0968
iShGlbCleanEnergy ICLN .7 19.56 –0.66 .0527 AAFFirstCLOBd AAA ... 24.95 ... ... DirexCSIChinaInt CWEB .2 53.90 +1.24 .0959 FT DJ GlbSelDiv FGD 7.3 17.84 –1.10 .2416 GSAccessIGCpBd GIGB 2.8 54.87 –0.33 .1104 InvsS&P500EWCD RCD 1.4 102.17 –7.63 .1603
iShGlbGreenBd BGRN 2.9 55.90 +0.02 .02 AAM LowDurPfd PFLD 5.5 24.06 –0.29 .10 DirexCSI300CnA CHAD .5 20.26 +0.16 .0633 FT DJ Internet FDN ... 187.01 –12.78 ... GSTreasury0-1Y GBIL 1.4 100.13 +0.01 .3097 InvscS&P500CnStp RHS 2.2 137.57 –8.08 .7454
iShGlbTimber WOOD .9 63.27 –4.21 .4726 AAMS&PDevMk DMDV 7.1 18.58 –1.29 .001 DirexCSI300CnABl2 CHAU .3 32.68 –0.71 .0088 FT Dow30EW EDOW 2.4 23.17 –1.66 .1524 GSAccUSAggBd GCOR ... 49.64 –0.06 ... InvscS&P500EWEner RYE 4.5 21.45 –1.66 .2763
iShiBdsDec28Trea IBTI .6 26.42 +0.10 .0149 AAMS&PEMHiDivVal EEMD 7.2 17.46 –0.83 .088 DirexCnsDiscBl3 WANT .2 36.04 –8.50 .0355 FTEIPCarbonImpact ECLN 2.1 21.36 –0.64 .1224 GSActiveBetaEM GEM 2.3 32.98 –1.18 .2596 InvscS&P500EW RSP 2.0 107.51 –6.64 .4966
iShiBdsDec25Trea IBTF .6 26.08 ... .0149 AAMS&P500HiDivV SPDV 5.1 21.07 –1.27 .0727 DirexDJBear3X WEBS 1.3 44.60 +7.59 .315 FT EnergyAlpDx FXN 6.3 5.61 –0.42 .259 GSActiveBetaEurope GSEU 2.6 27.46 –2.21 .1247 InvscS&P500EWFin RYF 2.7 38.70 –2.45 .2528
iShiBdsDec24Trea IBTE .6 25.94 ... .0141 AIPoweredEquity AIEQ .4 29.69 –1.98 .06 DirexDJBull3X WEBL .0 45.47 –10.87 .0176 FT EqCompRiskMgr ERM 1.8 17.36 –1.16 .057 GSActiveBetaIntlEq GSIE 2.3 27.09 –1.61 .1195 InvscS&P500EWHC RYH .6 231.65 –14.63 .2777
iShiBdsDec29Trea IBTJ .6 26.45 +0.14 .0163 AIPwrdIntlEqu AIIQ ... 25.97 –1.89 ... DirexEM Bear3 EDZ 1.0 17.25 +1.59 .086 FT EqCompTactical TERM 1.8 15.18 –0.99 .0459 GSActiveBetaJapan GSJY 2.6 32.50 –0.57 .0291 InvscS&P500Ind RGI 1.2 134.27 –8.46 .3444
iShiBdsDec21Trea IBTA .4 25.36 –0.01 .0018 ALPSEmgDivDogs EDOG 3.8 18.14 –1.06 .1122 DirexEM Bull3 EDC .7 59.48 –7.23 .3919 FT DJ SelMicro FDM 1.6 38.23 –2.51 .0769 GSActiveBetaUSLC GSLC 1.6 66.35 –3.84 .2144 InvscS&P500EWMat RTM 1.9 118.82 –5.00 .5363
iShiBdsDec27Trea IBTH .5 26.20 –0.01 .0134 ALPS EqSecWgh EQL 2.5 75.36 –4.39 .4147 DirexEnergyBr2 ERY .3 73.56 +7.11 .1496 FT FTSE DevRE FFR 5.3 37.34 –2.10 .321 GS Active US SC GSSC 1.3 43.20 –2.50 .114 InvscS&P500RlEst EWRE 3.9 24.91 –1.40 .2042
iShiBdsDec26Trea IBTG .5 26.24 +0.07 .0143 ALPSIntlDivDogs IDOG 5.5 20.78 –1.39 .1956 DirexEnergyBl2 ERX 15.8 8.46 –1.05 .1015 FT FinlsAlpDx FXO 3.4 27.29 –1.50 .2632 GS Data GDAT .8 66.70 –5.10 .008 InvscS&P500EWTech RYT 1.4 207.54 –13.33 .7779
iShiBdsDec23Trea IBTD .5 25.72 ... .0119 ALPSMedBreak SBIO .0 43.66 –0.90 .0159 DirexChinaBr3 YANG 1.0 20.88 +1.31 .1087 FT GlbEngg FLM 3.2 41.23 –2.47 .1881 GS Fin GFIN .8 61.43 –5.15 .0445 InvscS&P500EWUtil RYU 3.0 98.90 –4.53 .7841
iShiBdsDec22Trea IBTB .7 25.55 ... .0145 ALPSREITDivDogs RDOG 6.0 33.00 –2.18 .3482 DirexChinaBl3 YINN 1.1 16.78 –1.25 .0243 FT GlbWindEner FAN 1.5 18.08 –0.67 .0343 GSHedgeIndVIP GVIP .2 75.30 –4.71 .1115 InvscS&P500xRt XRLV 2.0 37.07 –2.17 .0428
iShIndia50ETF INDY .1 35.11 –1.50 .0328 ALPSSectorDivDogs SDOG 4.3 38.02 –2.27 .3806 DirexFTSEEurBull3x EURL 1.0 14.40 –3.92 .0557 FT HlthCareAlpha FXH ... 95.38 –4.63 ... GS HumanEv GDNA .6 62.84 –4.26 .1836 InvscS&P500GARP SPGP 1.4 59.87 –3.80 .1512
iShIntlDevRealEst IFGL 7.6 22.95 –1.13 .2051 ARKInnovationETF ARKK .0 90.79 –8.39 .1906 DirexFinlBear3 FAZ .8 14.69 +2.06 .0446 FTHorizonMgdVolDev HDMV 2.4 27.55 –1.38 .0951 GS JUST US LC JUST 1.6 47.62 –2.77 .1641 InvscS&P500HiBeta SPHB 2.4 42.27 –2.90 .2001
iShIntlTreasuryBd IGOV .2 52.97 –0.66 .1219 ARK NextGen ARKW ... 110.81 –7.73 ... DirexFinlBull3 FAS .9 33.61 –6.19 .0474 FTHorizonMgdVolDom HUSV 1.3 26.76 –1.40 .0694 GS Mfg GMAN .6 71.38 –4.09 .0353 InvscS&P500HiDiv SPHD 5.7 32.54 –1.91 .1475
iShJPMUSDEmgBd EMB 4.1 110.02 –0.95 .366 AberdStdBlAllCm BCD 1.6 23.20 –0.77 .3805 DirexGoldMinBr2 DUST 5.2 20.00 +1.05 .717 FTHorizMgdVolSM HSMV .7 24.42 –1.26 .0777 GS NewAge GBUY .2 84.20 –2.57 .0389 InvscS&P500LowVol SPLV 2.4 52.03 –2.76 .0718
iShMBSETF MBB 2.3 110.29 +0.09 .1911 AberdStdBlACStr BCI 1.7 20.23 –0.45 .3344 DirexGoldMinBl2 NUGT .9 76.88 –5.89 .7094 FT Chindia FNI .2 48.94 –1.51 .0007 GraniteBloomComm COMB 1.7 21.54 –0.48 .3586 InvscS&P500Mom SPMO 1.4 47.84 –2.79 .1685
iShMSCI ACWI ACWI 1.9 78.14 –4.30 .6141 AberdStdPhysGold SGOL ... 18.05 –0.26 ... DirexHlthcrBull3 CURE .2 55.82 –11.03 .0101 FT IndlsAlpDx FXR 1.2 41.26 –2.53 .0753 GraniteGold BAR ... 18.66 –0.26 ... InvscS&P500PrGrw RPG .6 139.19 –8.60 .1359
iShMSCIACWIxUS ACWX 2.7 45.05 –2.25 .5049 AberdStdPhysPall PALL ... 207.83 –17.31 ... DirexHmbldrBull3 NAIL .0 39.55 –11.81 .0049 FTInstPfdSecs FPEI 5.1 19.40 –0.06 .0853 GraniteHIPSUSHiInc HIPS 11.3 11.37 –0.56 .1075 InvscS&P500PrVal RPV 2.9 49.93 –3.20 .2989
iShMSCIACxJpn AAXJ 1.5 78.60 –2.19 .2631 AberdStdPhysPlat PPLT ... 79.61 –5.37 ... DirexIndlsBl3 DUSL .8 18.50 –4.30 .0111 FT LgDurOpps LGOV 3.1 29.19 +0.07 .022 GranitePlatinum PLTM ... 8.36 –0.60 ... InvscS&P500Qual SPHQ 1.7 37.11 –2.33 .1432
iShMSCIBrazilSC EWZS 1.9 12.23 –1.35 .0785 AberdStdPhyPrMt GLTR ... 93.31 –3.10 ... DirexJrGoldMinBr2 JDST 15.6 11.66 +1.06 1.1458 FT Long/Short FTLS .3 41.76 –1.47 .0205 GraniteXOUTUSLC XOUT .6 31.35 –1.78 .0351 InvscS&P500Rev RWL 2.1 53.13 –3.24 .2626
iShMSCIChina MCHI 1.0 77.72 –0.81 .2365 AberdStdPhySilv SIVR ... 22.86 –0.98 ... DirexJrGoldMinBl2 JNUG .1 117.55 –15.45 .1217 FT MgdFutures FMF 1.0 42.82 –1.19 .4493 HCM Def500 LGH .2 27.04 –2.39 .048 InvscS&P500Top50 XLG 1.4 252.63 –14.16 .8215
iShMSCI EAFE SC SCZ 3.2 56.95 –3.41 .5449 AbsoluteCrStrat ABEQ .5 23.10 –0.74 .0624 DirexLatAmBl2X LBJ 2.3 41.11 –10.87 .2904 FT MatAlpDX FXZ 1.9 38.73 –1.93 .2413 HCM Def100 QQH .0 33.15 –2.70 .0619 InvscS&P500ValMom SPVM 2.7 34.87 –2.20 .2062
iShMSCI EM Asia EEMA 1.6 77.18 –1.22 .244 AcquirersFund ZIG ... 21.36 –0.97 ... DirexIndiaBull2 INDL .0 30.74 –3.94 .0145 FTMergerArbitrage MARB ... 19.54 –0.01 ... HartfordMultiDvxUS RODM 3.0 25.02 –1.26 .4098 InvscS&PGlbWater CGW 1.5 41.55 –2.14 .6069
iShMSCIEMxChina EMXC 2.6 45.82 –2.38 .2289 AdvShDorseyADR AADR .1 53.35 –2.97 .0667 DirexMexicoBl3 MEXX 2.1 31.62 –7.67 .0273 FT MngstrDiv FDL 5.1 25.95 –1.18 .2993 HartfordMultiEM ROAM 4.3 19.58 –0.98 .2798 InvscS&PIntDvLoVl IDLV 6.0 27.42 –0.93 .2023
iShMSCIEuropeFinls EUFN 2.7 13.25 –1.06 .1705 AdvShDbLineVal DBLV ... 67.79 –4.57 ... DirexMcBull3 MIDU .8 22.91 –4.58 .0105 FT Multi-MgrLG MMLG ... 20.63 –1.34 ... HartfrdMultifctrSC ROSC 4.5 25.83 –1.70 .0938 InvscS&PIntlDev IDMO 1.8 28.93 –1.11 .1032
iShMSCIEuropeSmCp IEUS 2.0 49.09 –3.72 .3845 AdvShFocusedEqu CWS .4 38.26 –1.92 .1464 DirexPharmBl3X PILL .0 15.71 –2.75 .0003 FT NaturalGas FCG 5.1 6.08 –0.67 .0729 HartfordMultiUSEqu ROUS 2.2 31.05 –1.63 .1498 InvscS&PIntlDevQu IDHQ 1.9 25.03 –1.30 .1308
iShMSCIGlblGoldMin RING .5 31.20 –1.04 .1021 AdvShFolioBey FWDB 2.3 25.68 –0.01 .0345 DirexRealEstBr3 DRV .6 15.29 +1.92 .06 FT NA Energy Infra EMLP 5.2 19.66 –0.88 .2168 HartfordMuniOpps HMOP 2.5 40.95 –0.08 .0703 InvscS&PMC400EW EWMC 1.4 61.61 –4.04 .1905
iShMSCIGlbImpact SDG 1.1 77.71 –2.88 .4945 AdvShNewfleet MINC 2.4 48.53 –0.28 .0859 DirexRealEstBl3 DRN 2.2 9.04 –1.46 .026 FT NYSE ArcaBiotch FBT ... 152.75 –4.87 ... HartfordSchTax HTAB 1.5 21.59 +0.02 .0206 InvscS&P400PrGrw RFG .3 171.46 –10.81 .1131
iShMSCIJapanEW EWJE 2.7 34.00 –0.85 .2608 AdvShPureCannab YOLO 4.4 11.33 –0.88 .0737 DirexRgBanksBull3X DPST 3.4 65.87 –7.92 .2202 FT PfdSecs FPE 5.2 19.17 –0.25 .0629 HartfordTRBd HTRB 3.0 41.16 –0.20 .0763 InvscS&P400PrVal RFV 2.4 56.91 –4.84 .2063
iShMSCIJapanVal EWJV 4.1 22.76 –0.62 .2797 AdvShPureUSCan MSOS ... 25.04 –1.25 ... DirexRetailBull3 RETL .4 212.17 –68.22 .8695 FTSTOXXEurSel Div FDD 5.0 9.91 –0.83 .1961 HealthCareSelSect XLV 1.6 101.66 –6.16 .4184 InvscS&PMC400Rev RWK 1.4 55.58 –4.15 .1433
iShMSCINewZealand ENZL 2.6 59.37 –2.72 .3702 AdvShRangerEqBear HDGE .3 4.44 +0.28 .0116 DirexRobAI2X UBOT .1 166.42 –24.31 .1456 FT ShDurMgMun FSMB 1.9 20.62 +0.01 .0285 High Yield HYLD 7.9 30.32 –0.43 .20 InvscS&PMCLowVol XMLV 2.9 41.61 –2.22 .1871
iShMSCIQatar QAT 2.9 17.00 –0.66 .4861 AdvShStrGlbBW VEGA .5 33.21 –1.31 .151 DirexRussiaBl2 RUSL 1.0 13.30 –2.86 .1174 FT S&P REIT FRI 3.2 20.50 –1.17 .1088 HoyaCapHousing HOMZ 1.6 28.60 –2.27 .0755 InvscS&PMCMom XMMO .9 67.33 –3.22 .1578
iShMSCITurkeyETF TUR 2.6 17.74 –2.24 .1521 AdvShSageCore HOLD 1.6 98.71 –0.12 .078 DirexS&P500Br3 SPXS .9 6.09 +0.91 .02 FT TCW SecPlus DEED 1.0 25.84 –0.02 .034 HullTacticalUS HTUS .9 26.65 –0.84 .2472 InvscS&PMCQual XMHQ 1.2 56.00 –3.23 .1585
iShMSCIUAE UAE 5.3 10.50 –0.07 .5528 AGFiQHdgDivIncm DIVA 4.6 20.33 –0.50 .0918 DirexS&P500Bl3 SPXL .6 48.14 –9.38 .0456 FT TCWUnPlBd UCON 3.2 26.25 +0.06 .066 IQCandESGIntl IQSI 1.4 22.94 –1.38 .0974 InvscS&PMCValMom XMVM 1.8 29.31 –1.96 .1141
iShMornMCValue JKI 3.4 131.99 –9.20 .9854 AGFiQ US NeutAB BTAL .9 22.86 +0.34 .1958 DirexS&P500Bull2X SPUU 1.2 60.64 –7.95 .2658 FT TechAlphaDEX FXL .1 89.98 –6.05 .0196 IQCandESGUS IQSU .9 27.99 –1.70 .0776 InvscS&P100EW EQWL 2.4 58.19 –3.71 .346
iShNasdaqBiotech IBB .2 130.62 –5.87 .0632 AGFiQ US NeutrMom MOM ... 30.50 +0.54 ... DirexS&PBiotechBr3 LABD 2.3 54.19 +5.75 .9952 FT USEquityOpp FPX .5 95.53 –8.17 .0424 IQEnhCorePlusBdUS AGGP 2.4 19.64 –0.06 .0386 InvscS&PSCLowVol XSLV 3.8 33.89 –1.69 .191
iSh1-5YIGCorpBd IGSB 2.6 54.89 –0.05 .0996 AGFiQ US NeutrVal CHEP 3.2 13.76 –0.18 .4434 DirexS&PBiotechBl3 LABU .0 53.77 –7.68 .0053 FT UltShDurMuni FUMB 1.1 20.11 –0.05 .013 IQ50%HdgFTSEIntl HFXI 2.2 19.19 –0.94 .0838 InvscS&PSCMom XSMO 1.3 39.72 –2.42 .1002
iSh13YearIntlTBd ISHG ... 81.31 –0.91 ... AlerianEnergyInfr ENFR 9.6 12.38 –0.80 .2625 DirexS&P500Br1 SPDN .4 21.25 +1.13 .0176 FT UtilAlpha FXU 3.9 27.37 –1.47 .2463 IQ500IntlETF IQIN 2.1 23.55 –1.70 .3474 InvscS&PSC600EW EWSC 1.9 48.67 –3.51 .1432
iShPHLXSemicond SOXX 1.0 305.48 –14.86 1.0693 AlerianMLPETF AMLP 16.4 20.86 –1.80 .75 DirexHiBetaBear3X HIBS .8 5.06 +0.81 .0154 FT ValDivFd FVD 2.5 31.43 –1.68 .1866 IQGlobalResources GRES 1.9 25.14 –0.85 .4702 InvscS&P600PrGrw RZG .7 106.83 –7.29 .1504
iShPfd&Incm PFF 5.4 36.22 –0.85 .1574 AllianzUSLCB10O AZAO ... 24.50 –1.00 ... DirexHiBetaBull3X HIBL 1.0 101.34 –23.34 .4282 FT ValueLine100 FVL 1.0 21.21 –1.17 .1103 IQHedgeEventDriven QED 2.0 22.62 –0.41 .4497 InvscS&P600PrVal RZV 1.0 51.83 –4.42 .0857
iShRuss1000PureUS AMCA 2.7 27.44 –1.22 .2072 AllianzUSLCBf20J AZBL ... 25.55 –0.40 ... DirexS&POil&GasBr2 DRIP .6 71.61 +12.01 .0271 FT Water FIW .5 62.24 –3.85 .0951 IQHedgeL/STracker QLS 1.5 23.34 –0.79 .3534 InvscS&P600Rev RWJ 1.5 61.18 –5.58 .1245
iShS&PSC600Growth IJT .9 89.65 –5.30 .1934 AllianzUSLCB10 AZBO ... 24.70 –0.62 ... DirexS&POil&GasBl2 GUSH 20.0 19.57 –4.55 .0005 FlexShSelBdFd BNDC 2.2 26.79 –0.08 .0406 IQ HedMacrTrac MCRO 1.3 27.48 –0.31 .3611 InvscS&PSCValMom XSVM 1.9 27.38 –2.53 .0653
iShS&P EM Infra EMIF 2.7 19.89 –1.43 .3008 AltMergerArb ARB ... 25.70 +0.02 ... DirexSemiBear3 SOXS 3.8 37.35 +4.39 .6415 FlexShCurrHdDM TLDH 4.2 24.55 –1.24 .1201 IQHedgeMktNeut QMN ... 26.64 –0.29 ... InvscS&PSpin-Off CSD ... 43.22 –3.17 ...
iShGlobalInfra IGF 3.2 38.12 –2.62 .4385 AmCentDivrsCpBd KORP 2.6 52.56 –0.15 .1461 DirexSemiBl3 SOXL .2 248.95 –41.60 .0943 FlexShDevMkxUSQu QLVD 2.3 23.55 –1.04 .1185 IQ HedMultStra QAI 1.9 30.85 –0.37 .5878 InvscS&PUltDiv RDIV 4.8 27.19 –1.75 .3716
iShShortTreaBd SHV 1.1 110.70 +0.02 .0129 AmCentDivrsMuni TAXF 2.1 53.30 –0.02 .1034 Direx7-10TreaBr3 TYO .5 8.08 +0.06 .0287 FlexShDiscDurMBS MBSD 2.8 24.09 –0.03 .0536 IQMacKayMuniIns MMIN 2.2 27.09 +0.07 .0425 InvscSrLoan BKLN 3.9 21.50 –0.21 .06
iSh1-3YTreasuryBd SHY 1.3 86.43 +0.02 .04 AmCentMCGrw MID ... 42.92 –3.54 ... Direx7-10TreaBull TYD .3 65.16 –0.44 .0742 FlexShEMQualLo QLVE 2.6 24.13 –0.72 .2373 IQMacKayMuniInter MMIT 2.4 26.28 +0.07 .0476 InvscSolar TAN .1 68.77 –2.35 .0908
iSh7-10YTreasuryBd IEF 1.3 120.06 –0.32 .0793 AmCentQulDivIn QINT 1.3 41.48 –1.94 .3401 DirexScBear3 TZA 1.1 15.49 +2.56 .0832 FlexGlbQualRealEst GQRE 5.0 50.78 –2.48 .304 IQMergerArbitrage MNA ... 34.21 +0.11 ... InvscTaxMuniBd BAB 3.2 32.55 +0.02 .0687
iSh20+YTreasuryBd TLT 1.6 157.57 –0.44 .1691 AmCentStoxxUSQ QGRO .3 53.47 –3.05 .0104 DirexSCBull3 TNA .5 32.19 –6.89 .011 FlexGlbUpstmNatRsc GUNR 3.5 26.76 –1.46 .274 IQRealReturn CPI 2.2 27.14 –0.16 .5929 InvscTotalRetBd GTO 2.2 57.57 –0.18 .0728
iSh0-5YInvGrdCpBd SLQD 2.5 52.06 –0.05 .092 AmCentSTOXXUSQual VALQ 2.5 36.85 –2.09 .2049 DirexKRBull3 KORU 1.1 16.60 –2.86 .19 FSHiYdValScored HYGV 6.4 46.33 –0.61 .2621 IQS&PHYLowVolBd HYLV 4.2 24.82 –0.23 .0799 InvscTreaCollat CLTL 1.1 105.72 –0.02 .0255
JanusSCGrwAlpha JSML .2 47.73 –2.94 .0174 AmCentSustEq ESGA .7 41.04 –2.57 .0751 DirexTechBear3 TECS 2.5 14.75 +2.42 .1304 FlexShiBoxx5YTIPS TDTF 1.0 27.33 –0.12 .049 IQ US RealEstSC ROOF 6.2 16.96 –1.26 .2008 InvscUltShtDur GSY 1.7 50.53 ... .0291
JanusS/MC GrwAlph JSMD .2 52.24 –2.85 .0176 AmConsValues ACVF ... 24.43 ... ... DirexTechBull3 TECL .1 256.51 –59.48 .1945 FlexiBx3YDurTIPS TDTT 1.0 25.74 –0.08 .0381 IQ UltShrtDur ULTR 1.8 49.67 +0.01 .0471 InvscVRDOTaxFrWk PVI .5 24.97 +0.08 ...
LeggMasonGlbInfr INFR 3.7 26.23 –1.59 .2017 AmplifyBlackSwan SWAN .6 30.82 –0.94 .0067 DirexTransportBl3 TPOR .3 18.09 –4.32 .0033 FlexShIntQualDiv IQDE 3.9 19.13 –0.98 .2398 IdeaNextVeh EKAR .9 28.03 –1.34 .2499 InvscVarRtPfd VRP 4.5 24.62 –0.21 .092
LeggMasonLVHD LVHD 3.7 29.40 –1.49 .2817 AmpCWPEnhDiv DIVO 5.5 29.30 –1.70 .1396 Direx20+TreaBr3 TMV .7 55.74 +0.26 .202 FlexShIntQuDivDyn IQDY 3.6 22.40 –1.46 .2536 iMDBiHedgeStrat DBEH .1 26.41 –1.15 .0183 InvscWildClnEngy PBW .6 63.32 –4.38 .0122
LeggMasonSCQualVal SQLV 1.4 23.15 –1.46 .0439 AmpCrowdBureau LEND 7.4 13.20 –0.68 .9809 Direx20+YrTrBull TMF .4 35.85 –0.19 .0993 FlexShIntlQualDiv IQDF 4.2 20.15 –1.02 .2441 iMDBiMgdFut DBMF .2 24.59 –0.01 .0174 InvscZacksMC CZA 1.6 67.03 –2.98 1.0741
LoncarCancerETF CNCR ... 26.39 –1.57 ... AmplifyHiIncm YYY 10.9 14.28 –0.56 .13 DirexUtilBl3X UTSL 2.0 26.56 –3.39 .0724 FlexShMDevMktxUS TLTD 3.4 54.15 –3.32 .2744 ImpactNAACPMinrty NACP .9 25.14 –1.44 .0586 InvscZacksMltIncm CVY 4.1 16.48 –1.00 .1737
LoncarChinaBio CHNA .1 29.66 –0.78 .0402 AmplifyOnlRetail XBUY .1 41.62 –2.22 .0602 DirexDynHedge DYHG .7 49.16 –1.61 .171 FlexShEM FactTilt TLTE 3.0 47.79 –2.14 .4598 ImpactSustain SDGA ... 21.69 –1.07 ... iPathBloomCocoaTR NIB ... 27.46 –2.49 ...
LongTermCareETF OLD 2.5 24.63 –1.31 .1436 AmplifyLithium BATT ... 10.88 –0.06 ... DirexFallKnives NIFE .3 54.63 –2.51 .0397 FlexShQualDivDef QDEF 2.8 42.64 –2.39 .2684 ImpactShsYWCAWomen WOMN 1.0 25.60 –1.75 .0542 iPathBloomCommTR DJP ... 19.85 –0.57 ...
Merlyn.AITactGrw SNUG 1.3 25.31 –0.68 .035 AmplifyOnlineRet IBUY .2 88.74 –8.04 .1494 DirexFlight FLYT 1.2 52.44 –0.74 .1743 FlexShQualDivDyn QDYN 3.8 43.80 –2.61 .3193 IndSelSectorSPDR XLI 1.9 75.87 –5.30 .3053 iPathBloomLeadTR LD ... 37.29 +1.32 ...
NasdaqNexEcon BLCN .6 33.11 –2.17 .0141 AmpSeymCannabis CNBS .6 11.89 –0.72 .0771 DirexHiGrowth HIPR .2 51.15 –3.28 .0353 FlexShQualityDiv QDF 2.9 43.39 –2.50 .2729 InfraCapMLP AMZA 34.6 13.83 –1.66 .24 iPathGSCI nts GSP ... 8.77 –0.68 ...
Nasdaq7HANDL HNDL 2.5 24.24 –0.50 .1452 AmplifyTransData BLOK ... 24.88 –1.12 ... DirexNasd100EW QQQE .6 63.03 –3.66 .0821 FlexShReadyAcc RAVI 1.6 76.30 –0.02 .052 InfraCapREITPfd PFFR 6.8 21.57 –0.47 .12 iPathPBBroadCmod BCM ... 26.55 –0.95 ...
PacerCashCows HERD 2.3 23.15 –1.29 .2027 ArkFinInnov ARKF .0 40.89 –2.09 .3008 DirexRs1000GrOvVal RWGV .3 91.95 –6.07 .1342 FlexShSTOXXGlb NFRA 2.4 48.24 –2.47 .3807 InfusiveComp JOYY ... 29.28 –1.59 ... iPathPBCrudeOil OIL ... 10.77 –1.10 ...
PacerEMCashCows ECOW 11.3 19.62 –1.19 .5495 ArmorUSEquity ARMR ... 19.03 –1.17 ... DirexRs1000ValOvGr RWVG 2.5 41.40 –2.45 .3281 FlexShUSQualLo QLV 1.3 40.82 –2.36 .1328 InnovNextProto KOIN 1.5 31.55 –2.75 .466 iPathBlmAgricult JJA ... 45.14 –1.74 ...
PrincipalHlthInnov BTEC ... 48.19 –2.05 ... ArrowDJGlobalYd GYLD 9.9 10.99 –0.61 .0658 DirexS&P500HiMin QMJ 1.4 51.37 –3.64 .1715 FrankFTSEAsiaxJpn FLAX 1.9 24.26 –0.64 .0758 InnovIBDBreakout BOUT ... 23.50 –1.84 ... iPathBlmAlum JJU ... 39.68 –0.15 ...
PrincplMillennials GENY .9 48.38 –2.87 .1332 ArrowQVMEquityFact QVM 3.4 20.35 –1.37 .0648 DirexWorkFrHome WFH .2 53.77 –3.68 .0317 FrankFTSEAustralia FLAU 3.3 23.28 –1.32 .3217 InnovIBDLdrs LDRS 1.3 24.20 –1.08 .1715 iPathBlmCoffee JO ... 31.51 –0.40 ...
PrincipalQual PSET 1.2 41.66 –2.47 .1113 AvantisCoreFixIncm AVIG ... 49.72 –0.10 ... DistillUSFundSt DSTL .9 31.80 –1.90 .2972 FrankFTSEBrazil FLBR 5.3 16.57 –1.66 .2607 InnovatorIBD50 FFTY ... 35.95 –2.38 ... iPathBlmCopper JJC ... 46.32 –1.37 ...
PrinUSLCMulti PLC 1.7 26.66 –1.71 .1216 AvantisEM AVEM 1.0 52.07 –2.02 .3486 EmgqEM Internet EMQQ .8 55.02 +0.21 .4549 FrankFTSECanada FLCA 2.7 23.62 –1.35 .2588 InnovLoupFrontier LOUP ... 37.42 –1.53 ... iPathBlmCotton BAL ... 40.84 –1.21 ...
PrinUSMega USMC 1.9 31.45 –1.76 .1393 AvantisIntlEquity AVDE 1.1 47.72 –2.79 .3905 ETFMGAltHarvest MJ 8.2 10.72 –0.78 .18 FrankFTSEChina FLCH 1.6 30.55 –0.25 .0422 InnovEAFEPwrJan IJAN ... 23.64 –0.52 ... iPathBlmGrains JJG ... 46.95 –2.19 ...
PrinUSSCMulti PSC 1.6 28.31 –2.17 .1133 AvantisIntlSCValue AVDV 1.1 45.82 –3.07 .298 ETFMG PrimeCyber HACK 1.4 45.05 –3.31 .02 FrankFTSEEurope FLEE 2.8 21.66 –1.65 .1977 InnovEAFEPwrJul IJUL .0 22.60 –0.55 .2347 iPathBlmIndMet JJM ... 45.90 –0.66 ...
PrinUS S-MC Mult PSM 1.8 23.46 –1.07 .1065 AvantisShortTrmFix AVSF ... 49.98 –0.02 ... ETFMGPrmJrSilv SILJ 1.2 13.70 –0.98 .17 FrankFTSEEurHdg FLEH 6.3 20.73 –1.32 .1466 InnovEMPwrJan EJAN ... 27.21 –0.55 ... iPathBlmLivestk COW ... 33.53 +0.45 ...
PrincipalValue PY 3.5 27.91 –1.87 .4542 AvantisUSEquityETF AVUS 1.3 53.45 –3.25 .1887 ETFMG PrimeMob IPAY .0 50.79 –5.43 .015 FrankFTSEFrance FLFR 2.1 21.91 –1.90 .1706 InnovEMPwrJuly EJUL ... 25.47 –0.24 ... iPathBBloomNatGas GAZ ... 20.31 +0.89 ...
ProcureSpace UFO .8 20.84 –1.08 .06 AvantisUSSCValue AVUV 1.3 44.83 –3.24 .1556 ETFMGSitUltra VALT 1.7 49.77 +0.01 .0403 FrankFTSEGermany FLGR 1.6 20.46 –2.43 .2426 InspireCpBdImp IBD 1.7 26.30 –0.08 .028 iPathBlmNickel JJN ... 60.23 –1.72 ...
ProShEquRising EQRR 2.8 29.25 –2.31 .1653 AwareUltShDur AWTM 2.0 49.60 –0.04 .05 ETFMG TravelTech AWAY ... 17.44 –1.82 ... FrankFTSE HK FLHK 2.9 22.62 –0.78 .252 InspireGlblHope BLES 1.9 27.17 –2.02 .1237 iPathBlmPlatinum PGM ... 39.92 –3.48 ...
ProShUltNdBio BIB ... 64.70 –6.04 ... BNYMellonCoreBd BKAG 1.8 50.30 ... .0632 ETFMG Treat GERM ... 27.22 –1.43 ... FrankFTSEIndia FLIN .7 22.01 –0.83 .1211 InspireIntlESGETF WWJD 1.2 24.31 –2.07 .0928 iPathBlmPrecMet JJP ... 65.98 –1.37 ...
ProShUltPrQQQ TQQQ .0 117.45 –21.85 .0313 BNYMellonEM BKEM 2.4 62.92 –2.06 .4492 ETRACS Alerian MLP AMU 14.6 7.11 –0.54 .2399 FrankFTSEItaly FLIY 3.2 19.24 –1.86 .401 Inspire100ETF BIBL 1.2 32.51 –2.02 .0809 iPathBlmSugar SGG ... 42.92 –1.20 ...
ProShUltShtQQQ SQQQ 3.5 25.03 +3.43 .3262 BNYMellonHYBeta BKHY 6.1 54.08 –0.59 .265 ETRACSAlerianMLP AMUB 14.6 7.08 –0.57 .2399 FrankFTSEJapan FLJP 2.0 25.83 –0.45 .2111 InspireS/MC Impact ISMD 1.3 23.17 –1.55 .072 iPathBlmTin JJT ... 46.30 –1.76 ...
ProShUltShNdBtech BIS .8 32.73 +2.60 .1057 BNYMellonIntl BKIE 2.5 56.66 –3.26 .3702 ETRACSAlernMLPInfr MLPB 15.0 9.45 –0.79 .3143 FrankFTSEJapanHdg FLJH ... 24.58 –0.50 ... InspireTactBal RISN .5 24.99 –0.91 .0326 iPathShillerCape CAPE ... 152.80 –8.85 ...
SPDRDorseyWrightFx DWFI 2.9 24.12 –0.53 .0438 BNYM ShDurCpBd BKSB 1.7 51.65 –0.05 .0685 EtracsAlerianMid AMND 11.9 22.37 –1.69 .6682 FrankFTSELatAm FLLA 3.4 17.65 –1.52 .1624 InvscActvUSRlEst PSR 3.5 78.13 –4.30 .6412 iPathSilverETN SBUG ... 33.07 –1.34 ...
SirenLCBlend SPQQ ... 25.95 –1.74 ... BNYM LC Core BKLC 1.4 61.82 –3.86 .1756 EtracsAlerMidstr AMNA 10.1 21.20 –1.32 .536 FrankFTSEMexico FLMX 2.9 17.00 –1.10 .1299 InvscAero&Def PPA 1.2 53.89 –4.03 .1053 iShAAA-ARtdCorpBd QLTA 2.5 57.33 –0.35 .0983
SoFiGigEcon GIGE ... 28.56 –2.00 ... BNYM US MC Core BKMC 1.4 65.55 –4.22 .2415 EtracsAlerMid AMTR ... 23.85 –1.48 ... FrankFTSERussia FLRU ... 20.05 –2.11 ... InvscCA AMT-Fr PWZ 2.4 27.35 ... .0546 iShA/PDividend DVYA 5.0 32.14 –1.16 .642
TigerChinaUS TTTN ... 41.28 –1.09 ... BNYM US SC Core BKSE 1.4 67.04 –4.27 .2384 ETRACSBloomETN DJCB ... 13.33 –0.35 ... FrankFTSESAfrica FLZA 14.0 19.29 –1.67 .3909 InvscCEFIncmComp PCEF 8.7 19.74 –0.65 .133 iShBBCpBd HYBB ... 50.03 –0.48 ...
November 2, 2020 BARRON’S M21

Exchange-Traded Portfolios
Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
iShAgencyBond AGZ 1.6 120.73 +0.03 .0902 iShMornLCValue JKF 3.6 95.71 –5.80 .8268 NatixisSeeyondIntl MVIN 5.4 37.88 –1.94 .5244 ProShUltBrazil BZQ .6 17.63 +2.78 .0185 SPDRSSgAUltraShrt ULST 1.7 40.46 +0.02 .0321 VangdDivApp VIG 1.8 125.74 –7.40 .5575
iShCMBSETF CMBS 2.5 55.04 –0.08 .1119 iShMorningstarMC JKG 1.3 197.98 –11.73 .682 NatixisVaughanMC VNMC ... 24.55 –1.72 ... ProShrUS MSCI EAFE EFU .2 19.10 +2.03 .0083 SPFdsDJGlbSukuk SPSK 2.4 20.16 –0.10 .042 VangdEnergy VDE 6.7 38.91 –2.39 .5524
iShGovt/CreditBond GBF 2.0 124.31 –0.26 .1346 iShMornMCGrowth JKH .2 321.79 –22.07 .0795 NatixisVaughanNel VNSE ... 23.93 –1.56 ... ProShUltMSCIEM EEV .4 25.09 +1.66 .0261 SPFdsS&P500Sharia SPUS 1.2 22.39 –1.36 .026 VangdExDurTreas EDV 2.0 157.45 –0.54 .7035
iSh10-20YTreasBd TLH 1.6 161.66 –0.60 .1589 iShMorningstarSC JKJ 1.6 159.27 –10.03 .6758 NETLeaseCpRlEst NETL 4.6 21.78 –1.70 .2792 ProShrUS MSCI Jpn EWV .0 20.28 +0.72 .0096 SchwabEM Equity SCHE 3.1 27.24 –0.85 .1075 VangdAWxUSSC VSS 2.4 102.43 –5.48 .3423
iSh0-5YTIPSBd STIP 1.3 103.41 –0.26 .4838 iShMornSCGrowth JKK .2 244.02 –13.76 .1559 NiftyIndiaFinls INDF ... 24.13 –1.15 ... ProShUltMC400 MZZ .5 9.97 +1.06 .0143 Schwab5-10YCpBd SCHI 2.3 52.60 –0.21 .105 VangdFTSEDevMk VEA 2.5 39.45 –2.29 .2208
iShBloomRollSel CMDY ... 42.00 –0.92 ... iShMornSCValue JKL 2.9 109.52 –7.76 .728 NoShoreGlUran URNM ... 27.20 –0.90 ... ProShrUSOilGas DUG .1 59.74 +5.80 .0289 SchwabFundEmgLrg FNDE 4.2 23.48 –1.43 .145 VangdFTSE EM VWO 2.8 43.81 –1.55 .4256
iShCalifMuniBd CMF 1.9 61.92 –0.03 .0919 iShNatlMuniBd MUB 2.2 115.12 –0.13 .2079 NuvESGHYCorpBd NUHY 5.3 24.36 –0.28 .1085 ProShUltShtQQQ QID 1.7 9.85 +0.96 .0654 SchwabFundIntLrgCo FNDF 3.8 23.88 –1.46 .1981 VangdFTSE Europe VGK 2.5 49.59 –3.92 .3032
iShAggrAllocation AOA 2.1 56.73 –2.64 .159 iShNewYorkMuniBd NYF 2.0 57.15 ... .0967 NuvESGUSAggBd NUBD 2.3 26.73 –0.03 .0513 ProShrUSRlEst SRS .6 15.50 +1.22 .0237 SchwabFundIntlSmCo FNDC 3.0 29.13 –1.66 .1246 VangdFTSE Pac VPL 2.4 67.30 –2.08 .3139
iShConsAllocat AOK 2.3 36.81 –0.69 .0742 iShResidentMultiRE REZ 3.4 60.30 –2.51 .4707 NuvEnhYd1-5Y NUSA 2.7 25.50 –0.02 .0528 ProShUltShRus2000 TWM .7 8.53 +0.98 .0207 SchwabFundUSBrd FNDB 2.8 37.45 –2.48 .295 VangdFinls VFH 2.7 58.94 –3.38 .3558
iShCoreDivGrowth DGRO 2.5 38.96 –2.28 .2605 iShRobotics&AI IRBO .3 33.23 –1.47 .0371 NuvEnhYdUSAgg NUAG 3.4 25.42 –0.07 .1225 ProShUltShtS&P500 SDS .9 16.58 +1.71 .0569 SchwabFundUSLrgCo FNDX 2.9 38.17 –2.37 .3246 VangdFTSEAWxUS VEU 2.6 49.41 –2.52 .3416
iShCore5-10YUSDBd IMTB 2.4 52.11 –0.04 .0957 iShRussell1000Gwth IWF .8 209.58 –13.06 .4328 OverlayCoreBd OVB 3.4 26.01 –0.23 .2624 ProShrUSSemi SSG .9 21.21 +2.30 .0472 SchwabFundUSSmCo FNDA 1.6 33.82 –2.28 .14 VangdGrowth VUG .8 220.77 –13.51 .4062
iShGrwthAllocation AOR 2.2 47.50 –1.72 .1623 iShRussell1000 IWB 1.6 182.85 –10.96 .7651 OverlayFgnEqu OVF 3.6 22.81 –1.25 .32 ProShUltShtSilver ZSL ... 9.22 +0.68 ... SchwabIntmUSTrsr SCHR 1.9 58.25 –0.04 .0568 VangdHlthCr VHT 1.3 198.15 –11.70 .6313
iShCoreHiDividend HDV 4.4 77.84 –4.04 .8508 iShRussell1000Val IWD 2.7 116.73 –6.64 .72 OverlayLCEq OVL 1.8 27.49 –2.08 .2659 ProShUlShtSC600 SDD .2 8.54 +0.97 .0142 SchwabIntEquity SCHF 3.2 30.32 –1.74 .2385 VangdHiDiv VYM 3.6 79.54 –4.32 .7053
iShCoreMSCIEM IEMG 2.5 53.47 –1.95 .4364 iShRussell2000Gwth IWO .7 223.17 –13.81 .3283 OverlayMuniBd OVM 3.4 25.21 –0.22 .2578 ProShrUSTech REW .8 19.61 +1.92 .0388 SchwabIntlSC SCHC 3.0 31.46 –1.83 .9543 VangdIndls VIS 1.7 143.19 –9.91 .553
iShCoreMSCIEurope IEUR 2.3 42.40 –3.28 .5947 iShRussell2000 IWM 1.3 153.09 –9.98 .5664 OverlaySCEq OVS 1.7 23.16 –1.80 .2094 ProShUltraSh20+ TBT 1.1 16.74 +0.04 .0003 SchwabLTUSTrea SCHQ 1.5 54.83 –0.11 .0622 VangdIntermBd BIV 2.4 92.69 –0.29 .1575
iShMSCIIntlDev IDEV 2.6 52.15 –2.91 .5734 iShRussell2000Val IWN 2.2 102.99 –7.34 .5774 PGIMActHYBd PHYL 6.2 39.61 –0.44 .1851 ProShrUSUtil SDP .2 9.99 +0.77 .0118 Schwab1-5YCpBd SCHJ 1.8 51.48 –0.07 .0712 VangdLC VV 1.7 152.54 –8.87 .6157
iShCoreMSCIPacific IPAC 3.1 55.67 –1.61 .5823 iShRussell3000 IWV 1.5 191.94 –11.49 .7673 PGIMUltraShBd PULS 2.1 49.91 ... .0518 ProShUltShtYen YCS ... 69.86 –0.06 ... Schwab1000Index SCHK 2.0 32.23 –1.98 .1868 VangdLT Bond BLV 3.0 109.49 –0.59 .2692
iShModAllocation AOM 2.3 40.42 –1.02 .163 iShMicro-CapETF IWC 1.3 91.79 –6.10 .3026 PIMCO25+YrZeroCoup ZROZ 1.8 162.09 –0.80 .57 ProShsVIXMTFut VIXM ... 41.21 +2.47 ... SchwabSrtTRmUSTrsr SCHO 1.6 51.46 +0.02 .0421 VangdMegaCap MGC 1.6 116.22 –6.90 .4012
iShCoreS&P500 IVV 1.8 327.62 –19.34 1.5058 iShRussellMid-Cap IWR 1.6 57.75 –3.51 .2173 PIMCO ActiveBd BOND 2.9 111.47 –0.31 .23 ProShsVIXSTFut VIXY ... 21.73 +3.56 ... SchwabUS AggrBd SCHZ 2.5 55.63 –0.14 .1081 VangdMegaGrwth MGK .7 179.05 –10.96 .2673
iShCoreS&P MC IJH 1.7 189.47 –11.55 .8331 iShRussellMCValue IWS 2.4 81.60 –4.89 .4261 PIMCOBrdUSTIPSIdx TIPZ 1.8 64.28 –0.17 .24 Qraft AI US Hi Div HDIV 2.5 23.53 –1.44 .1021 SchwabUS BrdMkt SCHB 2.0 78.06 –4.66 .4867 VangdMegaVal MGV 2.8 74.74 –4.26 .4566
iShCoreS&P SC IJR 1.6 72.02 –4.66 .289 iShRussellTop200Gr IWY .8 116.60 –7.17 .2472 PIMCOEnhLowDur LDUR 2.6 102.35 +0.15 .18 QRAFT AI US LC QRFT .4 32.27 –2.02 .9867 SchwabUS Div SCHD 3.4 55.51 –3.19 .543 VangdMC VO 1.7 176.14 –10.86 .6628
iShS&PTotlUSStkMkt ITOT 1.7 74.05 –4.36 .3324 iShRussellTop200 IWL 1.5 78.58 –4.62 .298 PIMCOEnhShMaturESG EMNT 1.5 100.86 ... .08 QRAFTAIUSLCMom AMOM .1 34.34 –2.46 .443 SchwabUS LC SCHX 2.0 78.71 –4.73 .4851 VangdMCGrowth VOT .7 178.76 –11.63 .2628
iShCore10+YUSDBd ILTB 3.1 74.00 –0.57 .1771 iShRussellTop200Vl IWX 2.6 49.87 –2.78 .298 PIMCOEnhShMaturity MINT 1.6 101.96 ... .0524 QuadIntRtVol IVOL 3.7 27.44 –0.07 .0823 SchwabUS LC Grw SCHG .6 111.90 –7.00 .1736 VangdMC Val VOE 2.9 101.88 –5.96 .6335
iShCoreUSAggBd AGG 2.3 117.20 –0.27 .2017 iShS&P100 OEF 1.6 150.78 –8.82 .6316 PIMCO15+USTIPSIdx LTPZ 2.0 85.35 –0.73 .30 RoboGlbAI THNQ ... 32.32 –2.14 ... SchwabUS LC Val SCHV 4.0 51.11 –2.92 .6509 VangdRealEst VNQ 3.9 76.59 –3.77 .5901
iShCoreUS REIT USRT 3.9 42.62 –2.39 .3442 iShS&PMC400Growth IJK .9 60.59 –3.45 .1279 PIMCOIntermMuniBd MUNI 2.0 56.02 +0.02 .0868 RoboGlbHlthTch HTEC ... 35.17 –1.98 ... SchwabUS MC SCHM 1.6 56.17 –3.37 .2026 VangdS&P500ETF VOO 1.8 299.82 –17.83 1.3085
iShCurHdgMSCIUS HAWX 3.0 25.92 –1.01 .316 iShS&P500Growth IVW 1.0 56.17 –3.23 .1365 PIMCOInvGrdCorpBd CORP 2.9 113.98 –0.71 .2534 RoboGlblRobotics ROBO .3 48.22 –2.55 .1558 SchwabUS REIT SCHH 3.4 34.27 –1.76 .2463 VangdS&P500 Grw VOOG 1.0 202.29 –12.12 .3805
iShCurrHdgMSCICda HEWC 5.7 24.20 –1.00 1.0856 iShGlobalEnergyETF IXC 7.0 15.56 –0.96 .3913 PIMCO1-5USTIPSIdx STPZ 2.2 53.54 –0.16 .25 RPAR RiskParity RPAR .7 21.69 –0.54 .048 SchwabUS SC SCHA 1.4 69.82 –4.59 .2817 VangdS&P500Val VOOV 2.6 106.92 –6.15 .6344
iShCurHdgMSCIEAFE HSCZ 3.2 27.92 –1.35 .2636 iShGlobalHealthcr IXJ 1.5 68.25 –3.94 .534 PIMCO DynMultEM MFEM 2.4 22.37 –0.91 .08 RealEstSectorSPDR XLRE 3.2 34.15 –1.48 .213 Schwab US TIPs SCHP 1.2 61.05 –0.25 .1776 VangdS&PMC400 IVOO 1.4 128.51 –7.71 .3828
iShCurHdMSCIEurozn HEZU 1.4 26.52 –1.90 .2501 iShGlobalTechETF IXN .8 250.55 –17.71 .9623 PIMCO DynMultIn MFDX 2.4 23.22 –1.28 .03 RenaissanceIPO IPO .3 50.68 –3.80 .0657 SimplUSConvex SPYC ... 23.59 –1.43 ... VangdS&P400Grwth IVOG 1.1 150.65 –8.68 1.7219
iShCurrHdMSCIJapan HEWJ 2.2 31.28 –0.57 .3065 iShGloblFinancials IXG 3.1 52.47 –3.24 .784 PIMCO DynMultUS MFUS 2.4 29.20 –1.80 .03 RenaissanceIntlIPO IPOS .2 32.20 –0.97 .0235 SimplUSPlusDown SPD ... 23.68 –1.34 ... VangdS&P400Val IVOV 2.1 108.41 –6.97 2.2747
iShCurHdgMSCIMex HEWW 2.0 13.66 –0.80 .0524 iShS&P500Value IVE 2.7 110.39 –6.52 .6284 PIMCO RAFI ESG US RAFE 2.2 21.83 –1.43 .14 RivFrDynCoreIncm RFCI 2.0 26.00 –0.02 .0326 SimplUSPlusUp SPUC ... 23.47 –1.55 ... VangdS&P600 VIOO 1.6 132.68 –8.58 2.0859
iShCurrHdgMSCIUK HEWU 4.3 17.84 –0.96 .3396 iShIntlDevProperty WPS 8.0 30.30 –1.43 .3129 PIMCOShrtTrmMuniBd SMMU 1.4 51.20 ... .042 RivFrDynUSDiv RFDA 1.8 33.50 –2.14 .0326 SitRisingRateETF RISE ... 19.95 –0.32 ... VangdS&P600Grwth VIOG .9 154.61 –9.18 .2876
iShCybersecurity IHAK .5 30.79 –2.40 .1106 iShGlobalConsDiscr RXI .9 133.29 –7.05 .5235 PIMCO0-5YrHiYdCorp HYS 4.8 93.84 –1.07 .39 RivFrDynUSFlex RFFC 1.3 34.14 –2.25 .0079 6MeridianHdg SIXH 1.9 25.52 –0.62 .0368 VangdS&P600Val VIOV 1.8 110.01 –7.80 .4395
iShUSBasicMaterial IYM 1.8 97.30 –5.07 .4067 iShGlobalUtilities JXI 2.7 57.10 –2.74 .5851 PPTYUSDivrsRealEst PPTY 4.1 24.63 –1.65 .2523 RivFrDynUnconInc RFUN 4.4 25.13 –0.20 .0812 6MeridianLowBeta SIXL .7 26.63 –1.41 .0114 VangdST Bond BSV 2.0 82.83 –0.07 .1092
iShUSConsumerSvcs IYC .8 242.49 –15.06 .4476 iShGlobalMaterials MXI 1.7 67.96 –3.63 .3981 PacerAmEnIndepend USAI 11.4 14.94 –1.13 .0647 RivFrStratIncm RIGS 3.5 24.54 –0.16 .0528 6MeridianMega SIXA 1.9 26.47 –1.56 .0386 VangdSC VB 1.4 157.11 –9.56 .5446
iShUSConsumerGoods IYK 1.8 144.79 –8.78 .7843 iShGloblIndustrial EXI 1.5 90.77 –5.91 .7514 PacerData&Infr SRVR 1.8 34.07 –1.55 .1464 RoundAcqDpVal DEEP 7.5 21.98 –1.56 .0147 6MeridianSC SIXS .9 30.52 –1.71 .028 VangdTaxExemptBd VTEB 2.1 54.11 –0.02 .0891
iShUSFinlServices IYG 2.0 119.49 –8.31 .6168 iShrsSP GSCI Cmdty GSG ... 10.38 –0.55 ... PacerIndRealEst INDS 2.0 33.48 –1.64 .1851 RoundBitEsports NERD .2 25.20 –0.76 .0496 SmartTransport MOTO ... 32.30 –1.98 ... VangdTotalStk VTI 1.7 166.99 –9.85 .6741
iShUSHealthcare IYH 1.3 219.61 –13.01 .8893 iShS&PMC400Value IJJ 2.3 69.73 –4.46 .3789 PacerCFRAStovall SZNE 1.7 26.67 –1.64 .0889 RoundSportsBet BETZ ... 19.46 –1.81 ... SoFi50ETF SFYF 1.0 22.27 –1.75 .0781 VangdTotlWrld VT 2.0 78.99 –4.46 .4025
iShUSRealEstate IYR 3.2 77.51 –3.50 .4794 iShS&PSC600Value IJS 2.1 63.45 –4.42 .2837 PacerFTSECnA50 AFTY 3.7 20.28 –0.49 .752 SPDRBlackstoneSrLn SRLN 5.1 44.26 –0.43 .19 SoFiNext500 SFYX 1.3 10.19 –0.57 .0545 VangdUtilities VPU 3.0 135.41 –5.34 .8866
iShUSUtilities IDU 2.9 152.82 –6.06 1.2234 iShGlblConStaples KXI 2.2 53.15 –2.84 .5818 PaceriPathGold GBUG ... 30.91 –0.46 ... SPDRBloomBarCvSecs CWB 2.5 68.91 –2.74 .1083 SoFiSelect500 SFY 1.3 12.04 –0.71 .0804 VangdValue VTV 3.1 102.61 –5.68 .7155
iShUS Energy IYE 6.7 15.37 –0.90 .2696 iShNATech-Mult IGN .7 47.46 –2.76 .101 PacerLuntLCAlt ALTL 1.5 24.24 –1.30 .0881 SPDRBBCpBd SPBO 3.0 35.21 –0.16 .0784 SoFiWeeklyIncm TGIF .2 99.89 –0.73 .05 VesperUSLCShort UTRN .6 28.99 –1.47 .8496
iShUS Finls IYF 2.1 111.07 –6.88 .6029 iShSelfDrvngEV IDRV 1.1 33.58 –1.85 .1807 PacerLuntLCMultAlt PALC .6 26.73 –1.67 .0399 SPDRBloomBarEMLoBd EBND 4.1 26.31 –0.37 .0738 SPDR DJRlEst RWX 11.4 28.55 –1.44 .2686 VicShUSAACrIntBd UITB 2.7 53.87 –0.15 .0971
iShUSHealthcarePrv IHF .7 200.78 –16.47 .5042 iShShortNatlMuniBd SUB 1.4 107.64 –0.19 .0988 PacerLuntMCMult PAMC .3 27.10 –1.56 .0176 SPDR BlmBarcHYBd JNK 5.5 104.30 –1.21 .4547 SPDR DJREIT RWR 4.1 75.99 –4.29 .6509 VicSh USAAShtBd USTB 2.5 51.76 –0.01 .0544
iShUSInsurance IAK 2.5 56.58 –3.12 .3599 iShSilver SLV ... 21.99 –0.95 ... PacerTrendFd TRND 1.0 24.82 –1.11 .2496 SPDRBloomBarInCpBd IBND .5 35.57 –0.75 .0109 SPDR DJIA Tr DIA 2.2 265.06 –18.28 .1168 VicShUSAA EMVal UEVM 4.9 38.78 –2.27 .0556
iShUSOilEquip&Svcs IEZ 4.6 7.13 –0.46 .0579 iShTIPSBondETF TIP 1.0 125.23 –0.62 .4173 PacerTrendpilot PTIN 1.2 22.03 –1.21 .2587 SPDRBlmBarIntTrBd BWX 1.0 29.95 –0.26 .0215 SPDR EurSTOXX FEZ 2.2 33.59 –3.32 .1841 VicShUSAA IntlVal UIVM 4.0 39.13 –1.99 .1531
iShUSPharmaceuticl IHE 1.3 159.02 –9.09 .7089 iSh10+YIGCpBd IGLB 3.4 69.43 –0.64 .197 PacerTrendUSBd PTBD 2.2 26.30 –0.38 .2738 SPDRBlmBarInvGrdFR FLRN 1.7 30.58 –0.01 .0154 SPDR MSCI exUS CWI 2.8 23.53 –1.22 .2741 VicSh USA SC Val USVM 1.5 49.00 –3.17 .1445
iShUSRegionalBanks IAT 3.6 36.53 –1.34 .3735 iShTreaFRBd TFLO .8 50.29 +0.01 .0041 PacerUSCashCows BUL 1.0 27.12 –1.82 .0752 SPDRBloomBarc1-10Y TIPX 1.7 20.57 –0.09 .0825 SpdrSPIntDiv DWX 5.3 32.49 –1.68 .4057 VicShUSAA USAVal ULVM 1.9 47.71 –2.64 .0671
iShUSMedDevices IHI .3 298.16 –15.90 .1975 iShDowJonesUS IYY 1.6 162.72 –9.71 .6731 PacificGlbSrLoan FLRT 3.8 47.59 –0.38 .1395 SPDRBloomBar1-3MTB BIL .7 91.53 ... .0143 SPDR S&PMdCpTr MDY 1.4 346.27 –21.22 1.0331 VidentUSBdStrat VBND 2.5 51.52 –0.10 .032
iShAdvTotUSDBd EUSB 1.4 50.18 –0.12 .0567 iShChinaLC FXI 2.5 44.10 –1.03 .3332 PerthMintPhGold AAAU ... 18.71 –0.26 ... SPDRBloomBarSTHYBd SJNK 5.6 25.89 –0.22 .1249 SPDR S&P 500 SPY 1.7 326.54 –19.24 1.3392 VidentCoreUSEquity VUSE 1.6 28.73 –1.95 .0118
iShESGUSAggBd EAGG 2.0 56.10 –0.12 .0599 iShRussellMCGrowth IWP .5 173.08 –10.52 .207 PrincipalActIncm YLD 5.0 37.39 –0.78 .1403 SPDRBloomBarSTInTr BWZ .2 31.45 –0.34 .0004 SPDR S&P Biotch XBI .1 112.77 –4.86 .089 VidentIntlEquityFd VIDI 3.1 20.37 –1.26 .0064
iShEM Dividend DVYE 6.8 29.70 –1.57 .4926 iShUSBrokerDealers IAI 2.0 61.64 –3.63 .3268 PrincInvGrdCp IG 3.3 26.87 –0.16 .0667 SPDR 3-12MT-Bill BILS ... 100.08 +0.01 ... SPDR SP China GXC 1.1 123.96 –1.16 .5641 VirtusInfrUSPfd PFFA 9.9 19.05 –0.68 .15
iShEuropeETF IEV 2.0 39.61 –3.17 .4938 iShUSTechBreak TECB .9 30.69 –2.14 .0429 PrincipalSpectPfd PREF 4.7 20.02 –0.15 .0779 SPDRDoubleTRTact TOTL 2.9 49.18 –0.05 .1031 SPDR S&P Div SDY 3.1 92.46 –5.54 .6858 VirtusLifeSciBio BBC ... 38.79 –2.28 ...
iShExpTech IGM .4 300.77 –19.55 .2554 iShUSTech IYW .7 292.74 –18.44 .4185 PrincipalTaxAdv PQDI 1.8 20.79 –0.17 .0779 SPDRDJGlbRealEst RWO 4.8 38.23 –2.07 .329 SPDR SP EmAsPac GMF 1.6 114.38 –2.32 .5679 VirtusLifeSciBio BBP ... 48.07 –1.58 ...
iShFocusedValue FOVL 4.0 33.57 –1.91 .3102 iShVirtualWork IWFH ... 25.51 –1.20 ... PrincUltShtAct USI 2.4 24.93 –0.01 .036 SPDREUROSTOXXSC SMEZ 1.2 56.74 –4.90 .3675 SPDR S&P Home XHB .8 51.98 –3.84 .0899 VirtusNewDynCredit BLHY 3.8 23.25 –0.26 .0813
iShGenomicsImm IDNA .2 37.93 –1.73 .0837 iShYdOptimizedBd BYLD 3.2 25.64 –0.09 .0585 ProShDJBrkGlIn TOLZ 3.6 37.45 –2.18 .4638 SPDRIntGovBd WIP 1.8 54.14 –0.73 .0616 SPDR IntlSC GWX 3.4 29.48 –1.53 .3291 VirtusNewMultiBd NFLT 3.8 24.69 –0.14 .0701
iShGlblComm IXP 1.1 67.37 –1.97 .2971 iSh0-5YHYCorpBd SHYG 5.4 43.90 –0.45 .1941 ProShDecRetail EMTY .4 27.86 +1.93 .0166 SPDRFactSetInnTech XITK .1 169.47 –11.65 .1604 SPDR S&P MtlMng XME 1.5 24.43 –1.17 .0739 VirtusPrvCrd VPC 11.8 17.35 –0.60 .51
iShGlobal100 IOO 1.7 54.55 –2.89 .5069 iSh0-3MTreaBd SGOV .1 100.02 ... .0052 ProShHdgReplic HDG .3 46.00 –0.96 .0421 SPDRGlobalDow DGT 2.2 79.89 –5.24 .3318 SPDRS&POilGasExpl XOP 3.6 40.58 –4.34 .3782 VirtusRealAsset VRAI 4.0 18.55 –1.12 .22
iShGlobalREITETF REET 6.3 20.38 –1.07 .1913 JPM AlerianMLP AMJ 14.5 11.33 –0.75 .3803 ProShInflationExp RINF .7 26.35 –0.15 .0355 SPDRGoldMini GLDM ... 18.71 –0.25 ... SPDR S&P Pharm XPH .6 44.11 –2.28 .0523 VirtusReavesUtil UTES 2.1 39.29 –1.53 .22
iShGoldTr IAU ... 17.89 –0.27 ... JanusHendersonAAA JAAA ... 49.82 –0.14 ... ProShLgOnline CLIX .5 85.04 –2.09 .4289 SPDR Gold GLD ... 176.20 –2.44 ... SPDR S&P Retail XRT 1.2 49.84 –4.60 .1304 VirtusSeixSrLoan SEIX 4.5 24.16 –0.11 .0735
iShiBoxx$InvGrCpBd LQD 2.9 133.73 –0.89 .2945 JanusHendMtg JMBS 3.3 53.59 +0.01 .1443 ProShMSCITransform ANEW ... 36.97 –2.31 ... SPDRMFSSysCore SYE 1.5 84.59 –5.19 .1784 SPDR S&P Semi XSD .4 132.52 –4.49 .0787 WBIBullBrGlbIncm WBII 3.7 23.62 –0.24 .0145
iShiBondsDec2020Cp IBDL .0 25.21 ... .023 JanusHenShrtDur VNLA 1.9 50.42 –0.01 .0227 ProShOnlRetail ONLN .6 63.56 –3.83 .3711 SPDRMFSSysGrowth SYG .7 102.58 –6.49 .1092 SPDRWelsFrg PSK 5.2 43.19 –0.67 .18 WBIBullBrQu3000 WBIL .4 25.47 –1.20 .0211
iShiBdsDec2030Cp IBDV 1.9 25.58 –0.15 .0401 HancockConsDisc JHMC 1.0 38.11 –2.91 .1522 ProShRAFI L/S RALS 1.8 30.04 –0.02 .1009 SPDRMFSSysValueEqu SYV 2.2 59.25 –3.50 .2132 SprottGoldMiners SGDM .2 32.04 –1.00 .0631 WBIBullBrRsInc300 WBIE .4 26.44 –1.17 .0366
iShiBdsDec2028Cp IBDT 2.9 28.97 –0.11 .0646 HancockConsStpl JHMS 2.4 29.90 –1.53 .3619 ProShS&P500Bd SPXB 2.9 91.77 –0.59 .1902 SPDRACWILowCarbon LOWC 2.0 98.02 –5.44 .7801 SprottJrGoldMiners SGDJ .5 44.51 –3.09 .2196 WBIBullBrTdUS WBIT 3.4 19.28 –0.14 .1441
iShiBondsDec2025Cp IBDQ 2.7 27.09 –0.05 .0522 HancockDevIntl JHMD 2.2 26.24 –1.48 .2389 ProShS&P500xEner SPXE 1.2 71.14 –4.46 .19 SPDREAFEFossilFr EFAX 2.1 65.71 –3.89 .6562 SterlingCapFocus LCG ... 22.96 –1.56 ... WBIBullBrTrdUSTR WBIN 5.3 16.41 –0.16 .009
iShiBondsDec2024Cp IBDP 2.7 26.37 –0.09 .0531 HancockMultEM JHEM 2.6 24.66 –1.05 .1786 ProShS&P500xFin SPXN 1.2 70.10 –4.43 .2153 SPDRMSCIEAFEStrat QEFA 2.7 59.71 –3.18 .739 SyntaxStratLC SSPY 1.6 47.90 –2.89 .7875 WBIBullBrVal3000 WBIF .4 25.12 –1.24 .0237
iShiBdsDec2029Cp IBDU 2.6 26.92 –0.10 .0534 HancockEnergy JHME 12.5 10.91 –0.75 .2057 ProShS&P500xTech SPXT 1.8 56.54 –3.38 .2308 SPDREMFossilFuelFr EEMX 2.6 67.45 –2.02 .3338 TRowePriceBlueChip TCHP ... 25.05 –1.70 ... WBIBullBrYd3000 WBIG .7 21.93 –1.05 .0508
iShiBondsDec2021Cp IBDM 2.4 25.01 ... .0431 HancockMultFinls JHMF 2.6 33.60 –2.40 .349 ProShShtBasicMat SBM .2 14.73 +0.70 .0049 SPDRMSCIEMStrat QEMM 3.2 56.49 –2.28 .48 TRowePriceDivGwth TDVG .6 24.66 –1.49 .0374 WBIPwrFactorHiDiv WBIY 6.2 18.53 –1.22 .2284
iShiBdsDec2021Muni IBMJ 1.4 25.80 ... .0304 HancockHealthcare JHMH 1.8 38.93 –2.34 .4498 ProShShtDow30 DOG .4 45.68 +2.89 .055 SPDRMSCIUSAStrat QUS 1.9 91.91 –5.37 .7723 TRowePriceEqIncm TEQI 1.4 24.36 –1.53 .0832 WedETFMGGlbCld IVES .6 40.71 –2.83 .08
iShiBondsDec2027Cp IBDS 2.9 27.05 –0.10 .0578 HancockIndustrials JHMI 1.3 38.20 –2.47 .2064 ProShShortEuro EUFX ... 44.00 +1.02 ... SPDRMSCIWorldStrat QWLD 2.3 80.87 –4.64 .8494 TRowePriceGrowth TGRW ... 25.31 –1.86 ... WedbushVideoGame GAMR .6 66.14 –2.44 .21
iShiBondsDec2026Cp IBDR 2.8 26.77 –0.06 .0558 HancockLC JHML 1.8 41.06 –2.38 .361 ProShShXinhuaCh25 YXI .2 15.81 +0.37 .011 SPDR NYSE Tech XNTK .4 114.87 –6.78 .065 TacticalIncm TBND .0 23.23 –0.25 .4335 WisdTrUSDBull USDU 3.1 26.46 +0.36 .8163
iShiBondsDec2023Cp IBDO 2.6 26.23 –0.03 .0502 HancockMatls JHMA 1.8 34.60 –1.70 .2687 ProShShtFinls SEF .4 19.52 +1.10 .0196 SPDRNuvBBHYMuni HYMB 3.8 56.56 –0.31 .1741 TechSelectSector XLK 1.1 110.86 –7.58 .2465 WisdTrCBOES&P500 PUTW 1.6 25.94 –1.17 .4183
iShiBondsDec2022Cp IBDN 2.5 25.62 –0.01 .0456 HancockMultMedia JHCS 1.0 29.32 –1.47 .1201 ProShShortHY SJB .4 19.81 +0.22 .0125 SPDRNuveenMuniBd TFI 2.0 51.62 –0.07 .0831 TeucriumAgriFd TAGS ... 19.18 –0.41 ... WisdTrChineseYuan CYB 1.9 26.69 –0.11 .5104
iShiBdsDec2022Muni IBMK 1.4 26.41 +0.04 .031 HancockMC JHMM 1.2 38.00 –2.19 .223 ProShShMSCI EAFE EFZ .5 24.65 +1.33 .0086 SPDRNuveenSTMuniBd SHM 1.3 49.67 –0.11 .0476 TeucriumCornFd CORN ... 13.33 –0.49 ... WisdTrContComm GCC ... 17.15 –0.61 ...
iShiBdsMar23CpxFin IBCE 2.6 25.08 ... .048 HancockMultiSC JHSC 1.3 24.99 –1.50 .1273 ProShShtMSCI EM EUM .4 15.17 +0.51 .0196 SPDRPtfAggBd SPAB 2.6 30.57 –0.05 .0594 TeucriumSoybeanFd SOYB ... 16.13 –0.31 ... WisdTrEmgCurr CEW ... 17.37 –0.20 ...
iShiBdsMar2023Cp IBDD 2.6 27.32 –0.04 .0529 HancockTech JHMT 1.4 64.43 –4.40 .457 ProShShtMC400 MYY .3 36.20 +2.05 .0152 SPDRPtfDevxUS SPDW 2.5 28.30 –1.64 .3053 TeucriumSugarFd CANE ... 6.11 –0.27 ... WisdTrEMxSOE XSOE 1.1 34.44 –0.94 .145
iShiBoxx$HYCpBd HYG 5.0 83.88 –0.99 .3574 HancockUtils JHMU 3.1 30.80 –1.41 .4615 ProShShtOil&Gas DDG .1 35.75 +1.89 .023 SPDRPtfEM SPEM 2.8 37.01 –1.23 .2992 TeucriumWheatFd WEAT ... 5.81 –0.33 ... WisdTrEM HiDiv DEM 5.3 34.72 –2.12 .94
iShIntRtHdgCorpBd LQDH 2.6 92.08 –0.39 .1313 JPMBeta US MC BBMC .9 64.06 –4.10 .1803 ProShShortQQQ PSQ .7 16.94 +0.87 .0448 SPDR PtfEurope SPEU 2.5 30.93 –2.40 .1744 TimothyHiDiv TPHD 2.7 23.03 –1.36 .0607 WisdTrEMLocDebt ELD 5.3 31.80 –0.69 .13
iShIntRateHdgEM EMBH 3.2 22.54 –0.12 .0469 JPMCorpBdResearch JIGB 3.1 56.78 –0.20 .135 ProShShtRE REK .3 12.75 +0.56 .0079 SPDR PtfHYBd SPHY 6.1 25.34 –0.18 .1282 TimothyPlanIntl TPIF 2.3 23.08 –1.27 .0659 WisdTrEMMulti EMMF 2.4 21.64 –0.72 .21
iShIntRtHdgHiYdBd HYGH 4.3 83.18 –0.75 .2751 JPM DivRetEM JPEM 4.2 46.21 –2.29 .6559 ProShShtRus2000 RWM .6 33.04 +1.98 .0499 SPDRPtfIntermCpBd SPIB 2.4 36.68 –0.11 .0615 TimothyUS LMC TPLC .9 26.73 –1.56 .024 WisdTrEM SC DGS 4.0 41.04 –2.09 .63
iShIntRtLTCpBd IGBH 2.7 23.58 –0.11 .0469 JPM DivRetIntlEq JPIN 3.1 49.86 –2.54 .4335 ProShShrtS&P500 SH .6 20.75 +1.10 .0279 SPDR PtfIntTrea SPTI 1.1 33.03 –0.03 .0086 Timothy US SC TPSC 1.2 22.01 –1.33 .0251 WisdTrEuropeHdg HEDJ 2.6 58.48 –4.15 .655
iShJPM EM LC Bd LEMB ... 41.67 –0.67 ... JPM DivRetUS Eq JPUS 2.4 73.50 –4.02 .3741 ProShSh7-10YrTr TBX .4 23.97 +0.05 .0229 SPDRPtfLTCorpBd SPLB 3.3 31.41 –0.29 .0814 TortoiseNAPipeline TPYP 6.9 15.08 –0.92 .2676 WisdTrEuropeHdgSM EUSC 3.8 25.78 –1.58 .485
iShJPX-Nikkei400 JPXN 1.9 62.84 –1.31 .4252 JPM Div US MC JPME 1.8 64.72 –3.42 .2624 SPDRPtfLgTermTrea SPTL 1.8 45.13 –0.13 .0575 WisdTrEurQualDiv EUDG 2.1 26.00 –2.02 .18
iShLatinAmerica40 ILF 4.0 21.05 –1.82 .2724 JPM Div US SC JPSE 1.4 28.94 –1.90 .0801 ProShShrtSC600 SBB .2 28.54 +1.72 .0097 SPDR PtfGSM SPGM 2.1 42.03 –2.53 .2611 TransamDeltaS&PEM DMRE 1.5 49.53 –1.48 .0461 WisdTrEuropeSC DFE 3.1 50.57 –4.33 .25
iShACWILowCarbon CRBN 1.9 127.74 –7.51 1.0368 JPMEquityPrem JEPI 9.6 52.14 –1.84 .4348 ProShSh20+Tr TBF .7 15.89 +0.03 .0351 SPDRPtfMtgBkdBd SPMB 3.0 26.54 –0.02 .0634 TrendAggGrowth TAAG ... 27.95 –1.03 ... WisdTrFRTrea USFR .6 25.12 +0.01 .001
iShMSCIAustralia EWA 3.7 19.77 –1.11 .2843 JPM IntlGrwth JIG ... 63.12 –2.76 ... ProShShtVIXST SVXY ... 33.73 –3.67 ... SPDRS&P500Value SPYV 2.8 29.66 –1.73 .1921 TrendAggDiv TADS ... 26.29 –0.76 ... WisdTrGlbxUSQual DNL 2.1 64.87 –3.27 .47
iShMSCIAustria EWO 4.5 14.24 –1.21 .1161 JPMUSAggregateBd JAGG 2.1 27.71 –0.09 .0365 ProShUltBscMtls UYM .9 53.17 –6.23 .0684 SPDRPtfS&P1500 SPTM 1.8 39.96 –2.39 .1416 TrueESGActOpps ECOZ ... 29.71 –2.08 ... WisdTrGlbxUSREFd DRW 2.4 23.52 –1.11 .5689
iShMSCIBRICETF BKF 1.4 47.60 –1.27 .1491 JPMUSDEMSovBd JPMB 4.5 48.56 –0.20 .1894 ProShUltBlmCrude UCO ... 22.68 –4.36 ... SPDRPtfS&P500 SPLG 1.8 38.38 –2.26 .1498 TrueTechAI LRNZ ... 38.06 –2.55 ... WisdTrGlbHiDiv DEW 4.7 36.72 –2.09 .60
iShMSCIBelgium EWK 2.3 15.80 –1.37 .1498 JPM US Dividend JDIV 3.9 23.26 –1.45 .2013 ProshUltBlmNatGas BOIL ... 42.78 +3.82 ... SPDRS&P500Growth SPYG 1.1 48.59 –2.90 .1049 UBSNatGasMLPETN MLPG 14.8 10.16 –0.87 .3367 WisdTrGrwLdrs PLAT .2 36.48 –2.24 .0806
iShMSCIBrazil EWZ 3.8 26.86 –2.63 .3574 JPMUSMinimumVol JMIN 2.5 28.97 –1.58 .212 ProShUltCnsGds UGE .7 57.24 –7.55 .0656 SPDRS&P500HiDiv SPYD 5.5 27.60 –1.64 .2636 UBS FIEnhGlbHY FIHD ... 139.31 –16.96 ... WisdTrIndiaEarn EPI .8 23.60 –1.00 .035
iShMSCICanadaETF EWC 2.5 26.47 –1.64 .2582 JPM US Moment JMOM 1.0 33.74 –2.14 .077 ProShUltCnsSvs UCC .1 65.84 –8.61 .0198 SPDRPtfS&P400MC SPMD 1.6 33.34 –2.04 .0913 UBS FIEnhLCGrw FBGX ... 413.26 –65.35 ... WisdTrIndiaxSOE IXSE .1 24.63 –0.83 .03
iShMSCIChinaSC ECNS 2.7 43.52 –1.65 .583 JPM USQualFactor JQUA 1.5 31.54 –1.88 .1172 ProShUltDow30 DDM .7 42.48 –6.24 .0109 SPDRPtfS&P600SC SPSM 1.5 28.10 –1.81 .0614 E-TRACS DJ Cmd DJCI ... 13.35 –0.35 ... WisdTrIntDivxFin DOO 4.3 34.23 –2.31 .445
iShMSCIColombia ICOL 4.1 8.14 –0.40 .1485 JPM US Value JVAL 3.1 24.90 –1.64 .1517 ProShUlt Euro ULE ... 14.40 –0.52 ... SPDRPtfSTCpBd SPSB 2.2 31.35 –0.03 .0447 UBSWellsFargoETN BDCS 12.3 13.24 –0.61 .3773 WisdTrIntlEquity DWM 3.2 43.69 –2.53 .38
iShMSCI EAFE EFA 2.7 61.39 –3.59 .8577 KFADynFixIncm KDFI 3.7 20.86 –0.33 .0625 ProShUltFTSEEurope UPV .2 36.04 –6.16 .0668 SPDRShtTermTrea SPTS 1.1 30.69 ... .0075 E-TRACS AlrInfr MLPI 15.0 9.45 –0.77 .3143 WisdTrIntlHdgQual IHDG 1.7 35.22 –1.72 .15
iShMSCIEmgMarkets EEM 2.0 44.71 –1.61 .2303 KFA GlblCarbon KRBN ... 19.33 –0.94 ... ProShXinhuaChina25 XPP .2 63.69 –3.19 .1488 SPDR PtfTIPS SPIP 1.9 30.51 –0.16 .1338 USCF SummerDynCom SDCI .4 14.77 –0.27 .0332 WisdTrIntlHiDiv DTH 4.5 31.54 –2.08 .44
iSh MSCI EM SC EEMS 2.6 43.54 –2.04 .2853 KFA LCQualDiv KLCD .8 26.24 –1.50 .2031 ProShUltFinls UYG 1.3 29.43 –3.83 .0316 SPDRRuss1000LowVol ONEV 2.2 77.97 –4.55 .317 USEquCumDiv2027 IDIV 14.7 9.28 –0.12 .0875 WisdTrIntlLC Div DOL 3.3 39.42 –2.42 .345
iShMSCIFranceETF EWQ 3.0 26.67 –2.38 .1772 KFA SCQualDiv KSCD .7 22.22 –1.01 .1621 ProShUltraGold UGL ... 67.40 –2.05 ... SPDRRuss1000Mom ONEO 1.6 72.87 –4.28 .1749 USEquityxDiv2027 XDIV ... 71.45 –3.58 ... WisdTrIntlMC Div DIM 2.9 54.08 –3.15 .485
iShMSCIFrontier100 FM 3.0 26.28 –0.78 .6384 KnowldgLdrDevWrld KLDW .0 36.72 –1.89 .3599 ProShUltHlthCr RXL .2 119.98 –15.89 .1534 SPDRRuss1000Yd ONEY 3.4 61.02 –4.31 .3385 USGlbGOGold GOAU .1 20.97 –1.18 .0275 WisdTrIntlMult DWMF 2.1 23.06 –0.90 .125
iShMSCIGermanyETF EWG 1.1 26.28 –3.12 .2798 KraneBoseraChinaA KBA 1.2 40.84 –0.45 .4987 ProShUltraHY UJB 2.7 68.69 –1.54 .2172 SPDRMomentumTilt MMTM 1.4 143.17 –8.92 .3624 U.S.GlobalJetsETF JETS 2.3 16.92 –1.76 .3911 WisdTrIntlSC DLS 3.2 58.39 –3.12 .315
iShMSCIGlblAgriPrd VEGI 1.7 28.57 –1.53 .236 KraneCCBSChCpHY KCCB 4.4 40.03 –0.16 .1604 ProShUltIndls UXI .5 71.58 –10.73 .0241 SPDRS&P1500ValTilt VLU 2.5 100.22 –6.45 .5491 USVeganClimate VEGN .8 29.47 –1.92 .0235 WisdTrJapanHdg DXJ 2.6 48.17 –1.05 .5861
iShMSCIGloblEnProd FILL 6.7 9.86 –0.70 .2357 KraneCICCChina KFYP ... 30.91 –0.09 ... ProShUltBrazil UBR .2 18.88 –3.91 .0321 SPDR S&P500MidGr MDYG .9 58.06 –3.41 .0619 UtilitiesSelSector XLU 3.1 62.38 –2.37 .4986 WisdTrJapanSC DFJ 2.5 68.05 –1.99 .9352
iShMSCIGlbMulti ACWF 2.4 29.02 –1.71 .2597 KraneCSIChInt KWEB .1 71.83 +0.85 .0413 ProShUltMSCIEAFE EFO .0 30.43 –3.86 .0074 SPDR S&P400MidVl MDYV 2.3 44.83 –2.88 .1527 VanEckMerkGoldTr OUNZ ... 18.32 –0.25 ... WisdTrMgdFut WTMF 1.7 34.81 –0.90 .6039
iShMSCIHongKong EWH 2.9 21.50 –0.72 .4107 KraneEFdChina KCNY 2.3 33.85 –0.25 .0681 ProShUltMSCIEM EET .4 70.60 –5.43 .0086 SPDRS&P600SmallCap SLY 1.4 62.33 –4.15 .0915 VanEckAfrica AFK 7.3 17.67 –0.73 1.2858 WisdTrMtgPlBdFd MTGP 2.1 51.52 –0.16 .075
iShMSCIIndonesia EIDO 1.2 18.28 –0.62 .1818 KraneElcVehicle KARS 1.5 29.47 –1.50 .4351 ProShrUltraJapan EZJ ... 34.59 –1.35 ... SPDR S&P600SCpGr SLYG .9 59.98 –3.64 .0507 VanEckAgribus MOO 1.4 66.38 –2.93 .9091 WisdTr90/60USBal NTSX 1.0 32.21 –1.76 .085
iShMSCIIntlMom IMTM 1.3 32.73 –1.41 .2241 KraneEMCnsTech KEMQ 1.5 28.11 –1.15 .4219 ProShUltMC400 MVV .6 32.48 –4.20 .0055 SPDR S&P600SCapVal SLYV 1.9 51.95 –3.61 .1076 VanEckBDCIncome BIZD 13.1 11.24 –0.56 .3603 WisdTrUSDivxFin DTN 4.2 73.59 –4.42 .265
iShMSCIIntlMulti INTF 3.3 23.32 –1.37 .3402 KraneEMHlthcrIndex KMED 1.2 30.64 +0.04 .3789 ProShUltOilGas DIG 8.3 43.63 –5.41 .6067 SPDR Aero Dfns XAR .9 85.12 –7.34 .0925 VanEckBrazilSC BRF 4.4 15.85 –1.74 .6972 WisdTrUSHiDiv DHS 4.5 61.23 –3.13 .34
iShMSCIIntlQual IQLT 2.0 30.22 –1.72 .3441 KraneChinaHlthCr KURE .2 34.83 +0.43 .0573 ProShUltraQQQ QLD .0 85.50 –10.25 .0045 SPDRS&PBank KBE 3.2 33.15 –1.44 .281 VanEckChinaGrwth GLCN 1.3 48.19 +0.06 .6157 WisdTrUSLCDivFd DLN 3.0 93.94 –5.46 .285
iShMSCIIntlSize ISZE 1.3 24.65 –1.56 .1422 KraneAllChina KALL 1.2 32.12 –0.26 .384 ProShrUltraRE URE 1.4 51.15 –4.88 .0748 SPDRS&PCapitalMkts KCE 2.3 60.44 –3.49 .3048 VanEckChinaBond CBON 3.3 23.29 –0.11 .0446 WisdTrUSLCFd EPS 2.0 34.62 –2.03 .175
iShMSCIIntlSC ISCF 2.8 28.88 –1.43 .2887 KraneMSCICnLdrs KESG ... 27.88 –0.02 ... ProShrUltraRus UWM .4 54.91 –7.58 .0045 SPDREmMktsDiv EDIV 4.1 24.01 –0.91 .3085 VanEckSMEChiNxt CNXT .3 43.20 +0.78 .135 WisdTrUSMCDivFd DON 3.2 29.44 –1.81 .07
iShMSCIIntlValue IVLU 3.1 18.78 –1.18 .2071 KraneMSCIChinaEnv KGRN ... 33.86 +0.80 ... ProShUltraS&P SSO .3 69.52 –8.60 .0988 SPDR S&P EM SC EWX 2.7 43.95 –2.18 .3506 VanEckCoal KOL 14.4 73.25 –4.18 10.546 WisdTrUSMCFd EZM 1.7 35.32 –2.23 .135
iShMSCIIreland EIRL 1.6 40.99 –1.60 .2387 KraneEMxChina KEMX 3.1 23.54 –1.03 .7363 ProShUltSemi USD .3 72.28 –8.91 .0117 SPDR S&P500 ESG EFIV 1.1 30.57 –1.91 .0831 VanEckEgypt EGPT 2.5 24.14 –0.35 .6047 WisdTrUSQualShr QSY 1.7 82.59 –5.57 .32
iShMSCIIsrael EIS 2.1 52.37 –2.31 .1058 KraneSh1Belt1Road OBOR 4.7 22.07 –0.78 1.0473 ProShrUl7-10Trs UST .8 73.84 –0.36 .0896 SPDRS&P500Fossil SPYX 1.5 81.20 –4.86 .2632 VanEckEM AggBd EMAG 4.6 20.61 –0.24 .0753 WisdTrUSSCDiv DES 3.3 21.62 –1.37 .06
iShMSCIItaly EWI 2.0 22.81 –2.16 .2501 LCGrowthETN2028 FRLG ... 178.94 –24.32 ... ProShUltSilver AGQ ... 42.49 –3.85 ... SPDRS&PGlbDividend WDIV 5.5 52.07 –2.89 .6663 VanEckEMHYBond HYEM 6.0 22.61 –0.13 .108 WisdTrUSSCFd EES 1.5 30.71 –2.32 .09
iShMSCIJapan EWJ 2.0 58.24 –1.06 .4417 LeaderActivLdrs ACTV ... 24.23 ... ... ProShUltSC600 SAA .2 66.23 –9.57 .1626 SPDRS&PGlbInfr GII 3.5 43.75 –2.94 .5481 VanEckEnerIncm EINC 9.2 34.28 –2.34 .6601 WisdTrUSTotalDivFd DTD 3.1 91.31 –5.27 .27
iShMSCIJapanSC SCJ 4.0 71.35 –1.98 .7019 LeaderAlphaFactor LSAT ... 24.02 ... ... ProShUltTech ROM .1 54.14 –7.03 .0344 SPDRS&PGlbNatRes GNR 4.0 36.37 –1.95 .4833 VanEckEnvironSvcs EVX .5 98.87 –6.21 .4715 WisdTrUSTMFd RESP 2.1 35.61 –2.09 .12
iShMSCIKLD400Soc DSI 1.4 125.01 –7.38 .4454 LeaderAlphaUSCore LSAF .7 24.65 –1.44 .0301 ProShUltTelecom LTL 1.7 30.55 –2.49 .13 SPDRS&PHlthCareEqp XHE .0 97.39 –5.99 .0032 VanEckGoldMiner GDX .5 37.49 –1.33 .1905 WisdTrYdUSAggBd AGGY 2.6 53.28 –0.24 .0975
iShMSCIKokusaiETF TOK 1.7 72.16 –4.26 .5894 LeaderShEqSkew SQEW ... 27.90 –1.56 ... ProShUlt20YrTr UBT .6 61.68 –0.37 .1599 SPDRS&PHlthCareSvs XHS 2.2 78.22 –4.65 .0407 VanEckGreenBd GRNB 2.4 27.64 –0.04 .0458 XtrkrsFTSEDevXus DEEF 3.4 26.11 –1.32 .4266
iShMSCIMalaysiaETF EWM 3.4 25.36 –0.99 .5447 LeutholdCore LCR ... 26.23 –0.90 ... ProShrUltraUtil UPW 1.1 54.67 –4.67 .2586 SPDRS&PInsurance KIE 2.1 28.42 –1.91 .1337 VanEckIndiaGrwth GLIN 1.5 27.84 –1.00 .4239 XtrkrsHarvCSI300 ASHR .8 35.81 –0.38 .2899
iShMSCIMexico EWW 1.6 34.16 –2.32 .1241 MatlsSelSectorSPDR XLB 1.9 63.18 –2.82 .3076 ProShUltVIXST UVXY ... 21.58 +4.86 ... SPDRS&PInternetETF XWEB .6 116.86 –10.23 .3352 VanEckIndonesia IDX 2.9 16.56 –0.66 .4723 XtrkrsHarvCSI500 ASHS .5 33.42 –0.73 .1573
iShMSCINetherlands EWN 1.0 33.96 –2.12 .191 MerlynAIBullBr WIZ .4 29.38 –1.65 .005 ProShUltraYen YCL ... 58.45 +0.01 ... SPDRS&PKenCleanPwr CNRG 1.1 74.20 –4.67 .0963 VanEckIntlHYBd IHY 5.0 24.23 –0.52 .0963 XtrkrsHiBetHYBd HYUP 6.6 45.59 –0.72 .25
iShMSCIPacificxJp EPP 3.7 40.25 –1.96 .5433 MicroSecCannabis MJJ ... 55.00 –2.29 ... ProShUltDow30 UDOW .5 67.02 –15.48 .0032 SPDRS&PKenFinalFr ROKT .6 30.44 –2.69 .0427 VanEckInvtGrFR FLTR 1.9 25.23 ... .0186 XtrkIntlRealEst HAUZ 5.2 23.11 –1.11 .3558
iShMSCIPeru EPU 2.7 29.30 –1.24 .48 MicroSecCannabis2X MJO ... 52.89 –4.44 ... ProShUltMC400 UMDD .4 57.35 –11.72 .0625 SPDRS&PKenFut FITE 1.1 35.60 –2.80 .0023 VanEckIsrael ISRA 1.3 36.29 –1.79 .4849 XtrkrsJpnJPXNik400 JPN 2.3 28.42 –0.64 .2789
iShMSCIPhilippines EPHE .7 28.08 –1.25 .1618 MicroFANG+ETN FNGS ... 92.85 –5.93 ... ProShUltRus2000 URTY .3 38.13 –8.30 .1182 SPDRS&PKenInt SIMS 1.3 32.28 –2.29 .0384 VanEckJPMEMLCBd EMLC 5.7 30.74 –0.47 .1098 XtrrsLowBetHYBd HYDW 4.5 49.80 –0.49 .1868
iShMSCIPoland EPOL 4.8 13.92 –1.70 .175 MicroSectFANG+Invr GNAF ... 20.06 +1.01 ... ProShUltS&P500 UPRO .3 51.17 –9.97 .0566 SPDRS&PKenNewEc KOMP .8 43.25 –2.88 .0671 VanEckJrGold GDXJ .3 53.21 –3.23 .1638 XtrkACWIxUSESGLd ACSG 2.7 26.91 –1.23 .2537
iShMSCIRussia ERUS 9.5 29.77 –3.06 .3292 MicroFANG-3XInvr FNGD ... 8.72 +1.15 ... ProShUltShtDow30 SDOW 1.0 20.38 +3.53 .0662 SPDRS&PKenSmart HAIL 1.2 38.53 –2.46 .0315 VanEckLong/Flat LFEQ 1.4 30.63 –1.91 .4348 XtrkrsMSCIAllChina CN 3.4 42.20 –0.38 1.4423
iShMSCISaudiArabia KSA 2.9 28.32 –2.33 .4537 MicroSectorsFANG3X FNGU ... 175.26 –38.44 ... ProShShtMC400 SMDD .5 11.78 +1.82 .0079 SPDRS&PNAmNatlRscs NANR 2.7 27.84 –1.27 .3404 VanEckLowCarbon SMOG ... 115.38 –4.16 ... XtrkrsMSCIAWxUS HDAW 5.0 20.11 –1.29 .33
iShMSCISingapore EWS 5.0 18.03 –1.25 .219 MicroFANG-2XInvr FNGZ ... 6.39 +0.66 ... ProShShtRus2000 SRTY 1.5 7.84 +1.30 .0332 SPDRS&POil&GasEq XES 3.7 27.36 –2.12 .0798 VanEckMtgREIT MORT 12.1 13.60 –0.58 .3373 XtrkrsMSCIAWxUS DBAW 2.4 26.64 –1.20 .2367
iShMSCISouthAfrica EZA 3.7 37.04 –3.15 .6451 MicroSectFANG+2X FNGO ... 132.21 –18.70 ... ProShUltS&P500 SPXU 1.4 9.18 +1.36 .0416 SPDRS&PRegionalBkg KRE 3.4 41.15 –1.44 .3572 VanEckNatRscs HAP 3.2 31.72 –1.91 1.00 XtrkMChinaAIncl ASHX .6 26.29 –0.23 .3737
iShMSCISthKorea EWY 2.0 64.90 –3.40 1.3076 MicroUSBigBkInv KNAB ... 42.07 +2.04 ... ProShUltShrt20YTr TTT 1.4 31.21 +0.14 .0867 SPDRS&PSft&Svs XSW .3 117.97 –9.00 .001 VanEckOilRefin CRAK 2.2 18.67 –1.34 .4134 XtrkESGLeaders EASG 2.3 24.39 –1.48 .2608
iShMSCISpain EWP 4.2 21.01 –1.75 .2137 MicroUSBigBk3X BNKD ... 11.24 +1.44 ... ProShUltShtAUD CROC ... 53.47 +1.40 ... SPDRS&PTelecom XTL 1.0 68.02 –3.50 .1949 VanEckOilSvcs OIH 6.1 95.67 –6.44 5.81 XtrkrsMSCIHiDiv HDEF 3.9 19.55 –1.16 .23
iShMSCISweden EWD 1.5 33.78 –2.79 .0955 MicroUSBigBk3X BNKU ... 11.61 –1.80 ... ProShUSBscMtls SMN .1 14.64 +1.41 .0206 SPDRS&PTransport XTN .8 58.57 –4.44 .0676 VanEckPfdSecsxFin PFXF 5.6 19.24 –0.50 .0883 XtrkrsMSCIEAFE DBEF 2.4 29.45 –1.39 .3718
iShMSCISwitz EWL 1.6 38.93 –2.51 .6238 MicroUSBigBk2X BNKZ ... 26.07 +2.52 ... ProShUltBloomCrd SCO ... 19.85 +2.91 ... SPDRSSGAFxScRt FISR 3.0 31.85 –0.11 .0593 VanEckRareEarth REMX 1.6 40.29 –0.94 .6441 XtrkrsMSCIEMESG EMSG 3.6 29.28 –0.80 .2888
iShMSCITaiwan EWT ... 45.16 –1.32 ... MicroUSBigBk2X BNKO ... 26.16 –3.13 ... ProShUltShBlmGas KOLD ... 29.03 –2.91 ... SPDRGenderDivers SHE 1.7 74.55 –4.60 .179 VanEckRealAsset RAAX 3.1 19.82 –0.93 .6087 XtrkrsMSCIEM DBEM 2.2 24.50 –0.75 .1063
iShMSCIThailand THD 3.3 61.00 –1.61 1.3321 MicrUSBigOilInv YGRN ... 67.39 +5.58 ... ProShUSCnsmrGd SZK .5 13.38 +1.51 .0168 SPDR US LC Low Vol LGLV 2.0 105.59 –6.29 .4191 VanEckSteel SLX 3.0 31.98 –1.85 .9715 XtrkrsMSCIEurope DBEU 2.4 26.02 –1.63 .3944
iShMSCIUSAESGSelct SUSA 1.3 144.54 –8.06 .5343 MicrUSBigOil3InLv NRGD ... 33.92 +5.72 ... ProShUSCnsmrSvc SCC .6 15.85 +1.69 .0069 SPDR SSGA US XLSR 1.3 35.16 –2.33 .076 VanEckUnOil&Gas FRAK 3.7 53.35 –5.58 2.00 XtrkrsMSCIEurozone DBEZ 1.6 27.71 –2.05 .2795
iShMSCIUSAEqWeight EUSA 1.9 60.67 –3.89 .2386 MicrUSBigOil3Lev NRGU ... 24.07 –6.15 ... ProShUltDow30 DXD .8 16.99 +2.05 .0384 SPDR US SC LowVol SMLV 2.7 76.83 –4.52 .239 VanEckUranium NLR 2.6 45.21 –2.05 1.1787 XtrkrsMSCIGermany DBGR 1.5 24.88 –2.49 .3636
iShMSCIUSAMCMult MIDF 1.6 27.17 –1.55 .1046 MicrUSBigOil2InLv NRGZ ... 59.56 +7.91 ... ProShUltShEuro EUO ... 24.74 +0.84 ... SPDRSolactCda ZCAN 3.2 55.06 –3.33 .7592 VangdCnsmrDiscr VCR 2.4 229.12 –16.74 3.7937 XtrkrsMSCIJapan DBJP 2.9 39.91 –0.69 1.1466
iShMSCIUSAMulti LRGF 1.8 32.84 –1.95 .125 MicrUSBigOil2Lev NRGO ... 7.29 –1.21 ... ProShUltChina50 FXP .3 38.31 +1.62 .0207 SPDRSolactGermany ZDEU 1.4 52.71 –6.59 .7182 VangdCnsmrStpls VDC 2.4 159.52 –8.05 .8713 XtrkUSAESGLdrs USSG 1.5 29.74 –1.76 .108
iShMSCIUSASize SIZE 1.6 93.62 –5.67 .4259 MSCushMLPHI MLPY 17.1 2.62 –0.22 .0885 ProShrUltShFTSEEur EPV .3 24.88 +3.36 .0143 SPDRSolactHK ZHOK 2.5 56.99 –1.90 .6809 VangdExtMkt VXF 1.2 130.35 –8.73 .3954 XtrkrsMuniInfra RVNU 2.6 28.26 +0.08 .07
iShMSCIUSASCMul SMLF 1.5 37.94 –2.22 .1277 NationwideMaxDivUS MXDU 1.6 32.52 –2.20 .5206 ProShUltShFin SKF .4 11.92 +1.29 .0084 SPDRSolactJpn ZJPN 2.4 76.48 –1.47 .7031 VangdInfoTech VGT 1.0 297.99 –20.61 .7074 XtrkrsRussell1000 DEUS 1.7 33.70 –1.92 .1386
iShMSCIUK EWU 4.1 24.34 –1.43 .3947 NationRiskBaseIntl RBIN 2.8 24.12 –1.16 .6829 ProShUltShGold GLL ... 32.45 +0.87 ... SPDRSolactUK ZGBR 4.6 37.44 –2.31 .6123 VangdMatrls VAW 1.8 135.07 –6.32 .5911 XtrkRuss1000USQu QARP 1.9 29.08 –1.86 .1112
iShMSCIWorldETF URTH 1.9 96.53 –5.81 .9192 NationRiskBasedUS RBUS 1.8 31.45 –1.64 .563 ProShrUSHlthCr RXD .6 12.29 +1.36 .0167 SPDRSSgAGlbAll GAL 2.7 38.30 –1.50 .1534 VangdSC Grwth VBK .5 216.78 –12.99 .2978 XtrkS&P500ESG SNPE 1.6 28.74 –1.82 .0922
iShMorningstarLC JKD 1.5 187.84 –11.24 .6648 NationRiskMgd NUSI 7.8 26.22 –0.22 .1726 ProShrUSInd SIJ ... 7.24 +0.89 ... SPDRSSgAIncmAllctn INKM 4.3 30.88 –0.89 .1912 VangdSC Val VBR 2.2 114.10 –7.06 .6197 XtrkrsShDurHYBd SHYL 6.1 45.90 –0.51 .2664
iShMornLCGrowth JKE .4 255.51 –15.37 .1888 NatixisShrtDur LSST 2.0 25.96 –0.04 .0371 ProShUltra7-10 PST .7 15.53 +0.07 .0175 SPDRSSgAMultiAsset RLY 3.4 21.39 –0.87 .0348 VangdCommSvcs VOX .9 102.64 –4.60 .2392 XtrkrsUSDHYCorpBd HYLB 5.6 48.09 –0.57 .2189
M22 BARRON’S November 2, 2020

Complete FOREIGN EXCHANGE LIST: Page M34 Foreign Markets Key Cross Rates $1=€0.8586, ¥104.67, £0.7722

Europe GLOBAL STOCK MARKETS Asia

Hunkered Down: France and Germany tried to In Local Currencies In U.S. Dollars1 Small World After All: Even across an ocean,
lock down the coronavirus. Week's Week's Wall Street’s drop caught Asia in its draft.
Index % Chg. 10/30 52-wk Range % Chg. 10/30 52-wk Range
-5.53% S&P Europe BMI The World –5.4 1737.9 1883.2– 1251.5 –5.7 2292.9 2494.1– 1602.1 -2.55% S&P Pan Asia BMI
E.A.F.E.2 –4.7 1014.7 1219.1– 842.4 –5.5 1780.1 2057.7– 1354.3
-3.74 Denmark Australia –3.7 1156.7 1434.7– 910.3 –4.8 725.4 872.8– 467.9 Indonesia 0.09
Austria –5.9 348.0 584.8– 273.9 –7.3 765.9 1222.9– 560.7
-3.87 Netherlands Belgium –6.1 763.8 1121.4– 644.9 –7.6 1102.8 1549.7– 867.7 -0.98 China
Canada –4.5 1946.8 2271.5– 1430.3 –5.8 1578.8 1856.1– 1063.8
-4.13 Switzerland Denmark –3.7 11086.0 12039.0– 7757.5 –5.2 13009.2 14323.1– 8380.3 -1.71 Thailand
Finland –8.6 672.4 766.4– 492.2 –10.1 519.6 588.6– 353.7
-4.99 U.K. France –6.4 1677.9 2210.8– 1356.1 –7.8 1652.0 2055.9– 1241.8 -2.01 Malaysia
Germany –9.0 856.6 1048.0– 639.1 –10.4 1866.5 2171.2– 1295.2
-5.43 Norway Greece –7.2 31.0 62.2– 29.7 –8.7 13.4 25.8– 11.9 -2.08 India
Hong Kong –3.4 14555.3 17472.7– 12302.7 –3.4 10422.9 12492.0– 8808.8
-6.03 Spain Ireland –1.1 237.4 251.4– 152.4 –2.7 210.9 225.3– 125.9 -2.47 Philippines
Italy –7.2 571.8 835.4– 490.8 –8.7 215.0 291.1– 175.6
-6.20 Sweden Japan –2.7 955.3 1053.1– 754.2 –2.4 3295.1 3462.4– 2503.2 -2.75 Taiwan
Netherlands –3.6 1860.6 2022.8– 1339.8 –5.1 3551.7 3857.0– 2386.2
-6.43 France New Zealand –3.5 190.2 205.5– 150.5 –4.2 190.8 210.1– 129.5 -2.87 Japan
Norway –6.0 2461.0 3064.2– 2130.0 –8.9 1839.0 2481.9– 1377.6
-6.57 Belgium Portugal3 –6.1 84.2 113.1– 74.0 –7.6 64.2 80.0– 51.9 -3.38 Hong Kong
Singapore –5.4 1281.2 1759.1– 1178.7 –5.8 2886.5 4018.6– 2483.6
-7.09 Italy Spain –6.3 625.7 974.0– 589.8 –7.7 306.6 442.2– 275.0 -3.42 New Zealand
Sweden –5.5 13679.4 15073.5– 10157.6 –6.8 7949.3 8654.7– 5094.4
-7.11 Finland Switzerland –4.2 1289.3 1511.4– 1105.4 –5.3 6041.2 6677.5– 4831.4 -3.95 South Korea
U.K. –4.9 1561.4 2195.2– 1428.2 –5.7 841.3 1196.0– 683.9
-7.71 Greece U.S.A. –5.7 3166.9 3461.3– 2128.1 –5.7 3166.9 3461.3– 2128.1 -4.00 Australia
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-8.71 Germany -4.64 Singapore
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 10/30/20 % Chg. 10/30/20 % Chg. 12/31/19 12/31/19 12/31/19
Amsterdam AEX 533.88 –3.69 –70.70–11.69 Mexico City IPC 36987 –4.44 –6553.16–15.05 Americas 352.45 — 5.79 352.84 — 0.39 — 0.11
Brazil 947.88 — 7.37 186.41 — 9.57 321.59 — 135.18 — 42.03
Athens General 569.50 –6.99 –347.17–37.87 Milan FTSE All Share 19510 –7.32 –6117.95–23.87 Canada 477.57 — 4.48 455.22 — 5.78 512.59 — 57.37 — 11.19
Chile 248.46 — 7.04 140.76 — 6.59 197.06 — 56.30 — 28.57
Bangkok SET 1194.95 –1.54 –384.89–24.36 Moscow RTS 1066.60 –8.37 –482.32–31.14 Mexico 618.13 — 4.54 234.74 — 6.24 310.96 — 76.22 — 24.51
U.S. 33541.92 — 5.75 33541.92 — 5.75 33035.38 506.54 1.53
Bombay Sensex 39614 –2.63 –1639.67 –3.97 Oslo Composite 874.42 –5.52 –157.82–15.29 Latin America 189.86 — 8.32 304.77 — 114.91 — 37.70
Europe 346.72 — 7.03 408.14 — 61.42 — 15.05
Brussels Bel-20 3043.36 –6.26 –912.47–23.07 Paris CAC 4594.24 –6.42 –1383.82–23.15 Austria 214.89 — 6.36 207.77 — 7.84 299.44 — 91.67 — 30.61
Belgium 281.42 — 6.57 272.09 — 8.05 368.41 — 96.32 — 26.14
Santiago Selective 2438.20 –7.07 –897.66–26.91 Denmark 2162.03 — 3.74 2117.62 — 5.30 1769.38 348.24 19.68
Buenos Aires Merval 45290 –13.75 +3618.61 +8.68
Finland 1378.38 — 7.11 1332.70 — 8.57 1329.35 3.34 0.25
Sao Paulo Bovespa 93952 –7.22 –21692–18.76 France 343.20 — 6.43 331.82 — 7.90 412.89 — 81.06 — 19.63
Copenhagen OMX 20 1340.77 –2.73 +204.98+18.05
Germany 416.03 — 8.71 402.25 — 10.16 455.73 — 53.49 — 11.74
Seoul Composite 2326.67 –1.45 +129.00 +5.87 Greece 12.95 — 7.71 13.71 — 9.17 23.73 — 10.02 — 42.24
Dublin ISEQ 6359.59 –3.27 –823.82–11.47
Ireland 646.30 — 2.26 624.88 — 3.80 665.38 — 40.50 — 6.09
Shanghai Composite 3224.53 –1.63 +174.41 +5.72 Italy 176.74 — 7.09 170.88 — 8.56 217.35 — 46.46 — 21.38
EURO STOXX SXXE 333.30 –6.70 –70.64–17.49
Netherlands 669.18 — 3.87 647.00 — 5.39 624.39 22.61 3.62
Shenzhen B Share Idx 937.33 –0.50 –24.29 –2.53 Norway 527.17 — 5.43 386.90 — 8.29 500.64 — 113.74 — 22.72
EURO STOXX 50 SXSE 2958.21 –7.52 –786.94–21.01
Portugal 53.46 — 5.10 56.57 — 6.60 68.24 — 11.66 — 17.09
Singapore FTSE STI 2423.84 –4.47 –798.99–24.79 Russia 1902.85 — 5.64 193.31 — 8.48 290.94 — 97.63 — 33.56
Frankfurt DAX 11556 –8.61 –1692.53–12.77 Spain 292.37 — 6.03 282.68 — 7.51 399.59 — 116.91 — 29.26
Stockholm OMXS 683.51 –5.69 +2.70 +0.40 Sweden 1327.70 — 6.20 1054.59 — 7.45 982.90 71.69 7.29
Helsinki OMHX 9575.23 –6.55 –299.43 –3.03 Switzerland 565.24 — 4.13 899.70 — 5.19 940.04 — 40.33 — 4.29
STOXX Europe 50 SXSP 2700.62 –5.82 –702.41–20.64 United Kingdom 223.90 — 4.99 191.73 — 5.81 267.99 — 76.26 — 28.46
Hong Kong Hang Seng 24107 –3.26 –4082.33–14.48 South Africa 799.39 — 5.75 240.12 — 5.92 316.49 — 76.37 — 24.13
STOXX Europe 600 SXXP 342.36 –5.56 –73.48–17.67 Pacific Region 240.32 — 2.62 238.86 1.47 0.61
Istanbul IMKB 1112.37 –6.57 –31.88 –2.79 Australia 426.45 — 4.00 434.78 — 5.08 485.26 — 50.49 — 10.40
Sydney S&P/ASX 200 5927.60 –3.88 –756.47–11.32
China 581.56 — 0.98 709.38 — 1.08 590.76 118.62 20.08
Jakarta Composite 5128.23 +0.31 –1171.31–18.59 Hong Kong 429.57 — 3.38 429.45 — 3.44 477.15 — 47.71 — 10.00
Taipel Weighted 12546 –2.73 +549.20 +4.58
India 1125.88 — 2.08 596.83 — 2.73 624.41 — 27.58 — 4.42
Johannesburg All Share 51684 –6.60 –5399.40 –9.46 Japan 123.98 — 2.87 148.08 — 2.60 155.29 — 7.21 — 4.64
Tel Aviv 125 Index 1373.94 –1.46 –242.76–15.02
Malaysia 227.86 — 2.01 143.54 — 2.01 156.90 — 13.35 — 8.51
Kuala Lumpur Composite 1466.89 –1.86 –121.87 –7.67 New Zealand 402.14 — 3.42 517.58 — 4.16 494.63 22.95 4.64
Tokyo Nikkei-225 22977 –2.29 –679.49 –2.87
Philippines 321.06 — 2.47 264.68 — 2.29 313.51 — 48.84 — 15.58
LISBON PSI 3058.44 –4.08 –306.81 –9.12 Singapore 162.53 — 4.64 194.33 — 4.96 224.34 — 30.01 — 13.38
Toronto S&P/TSX 15580 –4.44 –1482.79 –8.69
South Korea 878.20 — 3.95 1311.83 — 4.09 1222.99 88.84 7.26
London FTSE - 100 5577.27 –4.83 –1965.17–26.05 Taiwan 125.19 — 2.75 142.90 — 2.60 129.43 13.47 10.40
Vienna ATX 2054.96 –6.33 –1131.98–35.52
Thailand 260.45 — 1.71 401.85 — 1.41 567.16 — 165.31 — 29.15
Euro Zone 126.14 — 8.16 148.72 — 22.58 — 15.18
Madrid IBEX 35 6452.19 –6.40 –3097.01–32.43 Wellington S&P/NZX 50 12084 –3.09 +592.57 +5.16
Europe Developed (ex U.K.) 466.75 — 7.37 520.07 — 53.32 — 10.25
Europe (Nordic) 1060.80 — 7.12 1005.63 55.17 5.49
Manila Composite 6324.00 –2.47 –1491.26–19.08 Zurich Swiss 9587.15 –4.36 –1029.79 –9.70
Pacific (ex. Japan) 333.98 — 2.64 321.74 12.24 3.80
World (ex US) 196.35 — 4.74 214.75 — 18.41 — 8.57
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 270.69 — 5.30 279.60 — 8.91 — 3.19
that of the week of publication. GLOBAL DOW 2886.50 — 5.96 3251.24 — 364.74 — 11.22
s2020 S&P Dow Jones Indices. All Rights Reserved.
November 2, 2020 BARRON’S M23

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. CASH TRACK NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
IntTF 11.66 0.01 2.6 11.3 NatlMuni 11.11 0.00 1.5 10.8 LargeCapGrowthA 56.36 -3.94 15.4 58.8
A MdCapVal
OneChoice2025 14.74
14.78 -0.85
-0.41
-12.4
2.6
2.4
17.0 Money Back: Cash left equity funds last week, swelling the last month’s average weekly
NYMUNIOPP 10.86
ScTechOppInst 55.54
0.00
-2.80
-3.4
51.9
5.9
126.3
LargeCapGrowthC 43.64
LargeCapGrowthI 63.16
-3.06
-4.41
14.7
15.7
55.5
60.2
AAM: OneChoice2030 12.93 -0.40 2.8 18.1 StratIncOpptyIns 10.05 -0.05 3.1 11.0 LargeCapValueI 30.50 -1.82 -8.7 12.1
B&GIncGroClI 18.53 -0.93 -5.2 21.7 OneChoice2035 16.18 -0.57 2.8 19.0 outflow to $14.7 billion. Taxable-bond funds saw weekly inflows slip to $8.2 billion, while StratMuniOppI 11.16 0.01 -3.3 6.0 MidCapA 33.53 -1.96 -2.3 17.5
AB Funds: SDIPB 10.60 -0.04 3.2 8.3 TotRet 12.48 -0.03 6.7 16.4 SmallCapGrowthA 40.95 -2.32 18.4 61.6
AlBeGblBndFdClZ p 8.61 -0.01 3.1 11.8 SmCapVal 6.74 -0.41 -15.7 -3.1 muni-bond fund inflow ticked up to $1.4 billion. Money-market outflows averaged $14.1 WorldInc 6.40 -0.03 5.8 14.7 SmallCapGrowthI 44.62 -2.52 18.7 63.0
AllMktRtrn1 7.52 -0.30 -13.1 -7.9 Ultra 69.25 -4.90 27.5 79.5 BMO Funds: SmallCapGrowthIS 45.31 -2.57 18.8 63.6
CapFdInc.LCapGow 74.64 -4.40 18.5 69.4 American Century Ins: billion. CorePlBdI 12.30 -0.04 5.9 15.3 Clipper:
DiscovValFd 16.44 -1.05 -16.5 -10.7 CAIntTf 12.11 0.00 2.1 10.2 IntrTaxFree I 11.41 0.00 1.8 9.9 ClipperFd n 116.73 -6.37 -4.9 11.4
IntDurInstl 15.96 -0.02 6.4 15.7 American Century Inv: UltrShtTxFrI 10.07 -0.01 0.8 4.2 Cohen & Steers:
IntlStraEquPtZ 11.30 -0.47 -8.8 -5.2 Balanced n 19.92 NA NA NA BNY Mellon Funds: GlbRltyI 47.62 -2.30 -15.3 6.0
MuniIncmShares 11.85 0.00 1.0 15.1 CaHYMu n 10.83 NA NA NA Aprec pn 35.72 -2.07 8.3 43.6 InstlRlty 39.11 -1.92 -12.8 14.9
SmCapGrwPortZCl 74.17 -3.88 24.2 77.9 CAIntTF n 12.11 0.01 1.9 9.5 CA AMTMuBdZ nr 14.96 NA NA NA IntlRltyI r 10.54 -0.50 -15.2 7.7
AB Funds - A: DiscCoreVal n 37.56 -2.20 -1.9 18.5 Dr500In tn 52.11 NA NA NA PrefSecIncmA 13.83 -0.18 1.3 13.9
BalWlthStrA p 15.11 NA NA NA DivBnd n 11.50 NA NA NA Equity Funds Municipal Bond Funds Dreyf n 13.89 NA NA NA PrefSecIncmC 13.75 -0.17 0.8 11.7
GlobalBondA p 8.62 -0.01 2.9 11.0 EmgMkt nr 12.76 -0.29 7.7 10.1 -7900 3120 DreyMid r Inv nr 30.51 NA NA NA PrefSecIncnI 13.87 -0.18 1.6 15.0
GrowthA p 94.75 -5.86 18.2 68.5 EqGro n 31.57 -1.86 1.6 26.7 FloRtIncY 11.09 NA NA NA RltyIncA p 13.69 -0.64 -13.7 11.2
HighIncomeA p 7.52 -0.09 -4.6 2.4 EqInc n 8.13 -0.36 -9.4 10.7 GblRealRtY 15.66 NA NA NA RltyIncI 14.54 -0.68 -13.5 12.1
LgCpGrA p 67.73 -4.00 18.1 67.7 FocusDynamGrowth n 45.20 -3.39 45.0 109.2 -9700 2600 GlbStkI 23.33 -1.38 1.2 33.0 RltyShs n 55.11 -2.71 -13.0 14.2
MuCA A p 11.24 0.00 2.0 9.7 GinnieMae n 10.69 0.01 3.3 9.9 GlFxIncI 23.23 NA NA NA Colorado BondShares:
NtlMuA p 10.46 0.01 2.0 10.0 GlGold nr 13.60 -0.52 23.0 63.1 HYldI 5.91 NA NA NA ColoradoBdShs 9.21 NA NA NA
RelatValA p 4.82 -0.22 -14.4 4.5 GovtBd n 11.63 -0.01 6.2 13.4 -11500 2080 InstS&PStkIdx I 61.72 NA NA NA Columbia Class A:
SmCpGroA p 66.13 -3.46 23.8 76.1 Grwth n 41.93 -2.69 17.8 63.2 Interm n 13.82 NA NA NA AcornA t 12.21 -0.66 10.8 36.9
SmMdCpGrA p 13.45 -0.74 26.6 68.8 Heritage n 24.38 -1.62 17.6 57.9 IntlStkI 21.79 -1.21 3.0 23.7 AMTTEBd 16.42 0.01 1.5 12.3
SustGlblThemGrA p 150.38 -6.54 22.4 49.0 InfAdjBd n 12.38 -0.05 7.7 14.5 -13300 1560 IntlStkY 21.54 -1.19 3.1 23.8 BalancedA t 45.42 -1.89 5.1 24.7
AB Funds - ADV: Intl Gr n 13.70 -0.72 7.5 19.3 MunBd nr 11.93 NA NA NA BldrAggrsv 12.01 -0.57 -0.5 15.8
ConGroAdv 45.81 -2.79 5.5 55.3 IntlOppt n 11.73 -0.55 10.3 15.4 NewtonIntlEqY 20.24 NA NA NA BldrMod p 11.00 -0.35 1.4 14.8
GlbBd 8.61 -0.01 3.1 11.8 IntTF n 11.65 0.01 2.4 10.6 -15100 1040 NY Tax nr 14.88 NA NA NA ContCoreA p 27.67 -1.81 3.6 30.0
HiIncmAdv 7.53 -0.09 -4.4 3.2 LgComVal n 9.66 -0.51 -11.1 8.2 Sep Oct Sep Oct ResrchGrA 19.36 NA NA NA DisplCoreA p 11.78 -0.74 -1.3 25.1
IntlSmCapPtADV 10.10 -0.54 -10.0 -9.2 MdCapVal n 14.76 -0.85 -12.6 1.8 ResrchGrZ n 19.84 NA NA NA DivIncA t 22.68 -1.20 -5.8 20.4
IntlStraEquPtADV 11.29 -0.47 -8.7 -5.1 OneChAgg n 16.54 NA NA NA SelMgrSmCpGroY 28.68 NA NA NA DivOpptyA 30.21 -1.46 -12.8 7.5
IntlStrgCore 11.13 -0.60 -8.8 0.8 OneChCon n 14.14 -0.41 3.6 16.3 Money Market Funds Taxable Bond Funds SmCpStk r Inv nr 25.11 NA NA NA EqValA 10.86 -0.68 -13.8 0.2
LgCpGrAdv 74.83 -4.42 18.4 68.9 OneChMod n 16.19 NA NA NA -3900 18800 SmMidCpGrI 35.38 NA NA NA FocEqA t 21.04 -1.36 21.2 60.5
NationalPtf 10.46 0.01 2.2 10.9 OneChoice2025 n 14.72 -0.41 2.4 16.3 StratValA r 32.71 NA NA NA GlobEq 16.59 -1.00 10.9 51.3
SelectUSLgShrt 13.34 -0.41 1.8 20.8 OneChoice2030 n 12.91 -0.41 2.5 17.3 U.S.EqY 21.32 -1.35 0.9 34.3 GlobTech 50.41 -3.16 13.1 58.3
SmCapCorePortADV 10.65 -0.64 -9.4 -0.4 OneChoice2035 n 16.14 -0.57 2.6 18.2 WWGrA 58.39 -3.23 8.4 38.5 HiYldBd 11.52 -0.14 0.0 11.4
SmMdCpGr 14.66 -0.82 26.9 70.0 OneChoice2045 n 16.98 -0.72 2.9 20.4 -13600 14800 BNY Mellon Funds Tru: IncmBldr t 12.27 -0.24 2.8 15.3
SmMidCpValAdv 17.05 -1.09 -16.6 -10.9 OneChoiceRet n 12.59 -0.33 2.4 15.5 BondFd 13.53 NA NA NA LgCpGrowA t 51.23 -3.12 17.4 55.7
SustGlbThemAdv 160.77 -6.98 22.7 48.8 Select n 95.99 NA NA NA EmgMkts 11.75 NA NA NA LgCpIdx pn 50.67 -3.03 2.3 32.9
TxMgdWlthAppAdv 16.14 -0.86 -2.5 14.6 SmCapGrowth n 22.27 NA NA NA IncomeStk 7.08 NA NA NA LgCpVl A 12.47 -0.70 -11.1 6.9
WlthApprStr 16.69 -0.88 -2.3 15.0 SmCpVal n 6.66 -0.41 -15.9 -3.7 -23300 10800 IntlFd 12.01 NA NA NA LiGoBalA p 11.82 -0.46 0.5 15.8
AB Funds - C: Sustain Equity n 33.63 -2.00 3.9 37.8 IntmBdFd 13.05 NA NA NA MdCpIndxA pn 14.22 -0.86 -7.0 7.8
HighIncomeC p 7.61 -0.09 -5.3 -0.1 Ultra n 66.38 -4.70 27.3 78.5 MCMultiStrM 19.04 NA NA NA MidCapGthA t 27.44 -1.58 16.8 53.0
LgCpGrC t 47.92 -2.83 17.4 63.9 Value n 6.90 -0.38 -17.1 0.0 NtlIntmMuni 14.00 NA NA NA SelgComuInfoA 89.33 -5.60 11.6 56.2
AB Funds - I: VeryCon tn 12.52 -0.22 3.6 14.5 -33000 6800 NtlShTMuni 12.92 NA NA NA SelMidCpValA 9.58 -0.61 -12.0 4.4
GlbBd 8.61 -0.01 3.1 11.8 American Century R5: Sep Oct Sep Oct Boston Trust Walden: SmCpIdxA pn 20.03 -1.31 -13.3 0.3
LgCpGroI 74.37 -4.39 18.4 68.9 InfProBd 10.60 -0.04 3.3 8.6 BostonBalanced 54.29 NA NA NA StrAlloc 14.62 -0.44 1.2 11.8
SmCpGroI 73.72 -3.86 24.1 77.4 American Century R6: Braddock Multi Strat: StratIncA 24.20 -0.20 2.6 12.0
Aberdeen Fds: AmCentUltraFdR6 69.51 -4.91 27.6 80.3 The charts above show four-week moving averages of net cash flow in millions of dollars. Those below are for last month. Income Fund 6.95 NA NA NA TaxEA 13.33 0.00 0.5 10.2
EmMktEqty Inst 16.90 -0.39 5.4 12.5 EmgMkt 13.09 -0.30 7.9 11.2 Bridge Builder Trust: TechA p 49.52 -3.09 25.3 76.8
UltStMuniIncInst 10.03 0.00 0.8 3.8 EqInc 8.15 -0.36 -9.2 11.9 CoreBond 10.89 -0.03 6.7 17.2 TotReBdA t 39.27 -0.11 8.7 18.8
USSmCapEq Inst 36.09 -2.01 4.7 18.7 Growth 42.86 -2.74 18.2 65.0 CorePlusBond 10.61 -0.04 6.7 17.6 Columbia Class Adv:
Acadian Emerging Markets: MdCapVal 14.78 -0.85 -12.3 2.9
Monthly Equity Cash Flow ($bils) Equity Portfolio Cash as % of Assets Intl Eq 11.37 -0.60 -5.2 4.4 ContCore p 28.49 -1.86 3.8 31.0
AcadnEm Inv n 19.65 -0.63 -5.2 -5.1 OCP2025 11.22 -0.32 2.6 17.5 -14 3.3 LargeCapGrowth 18.59 -1.15 17.4 62.5 DivIncom 23.11 -1.21 -5.6 21.4
AIG Funds: OCP2030 11.79 -0.37 2.9 18.6 LargeCapValue 12.32 -0.79 -8.7 12.7 Columbia Class C:
FDivStII t 13.99 -0.72 -16.5 -5.7 OCP2035 11.50 -0.40 3.0 19.6 MunicipalBond 10.56 0.01 1.9 11.2 Balanced 45.29 -1.89 4.5 21.9
Akre Funds: American Century Y: S/MCapGrowth 15.95 -1.01 11.1 47.1 ContCore p 24.61 -1.61 2.9 27.1
AkreFocusInst 48.64 -3.35 6.6 57.5 IntTF 11.65 0.01 2.6 11.4 -34 2.9 S/MCapValue 10.53 -0.68 -14.8 -3.2 DivInc t 21.93 -1.15 -6.4 17.8
AkreFocusRtl 47.32 -3.26 6.4 56.3 American Funds Cl A: Brown Advisory Funds: Columbia Class I:
Alger Funds A: 2010TarRetA p 11.37 -0.27 1.5 13.7 GrowEqInv n 30.60 -2.04 17.9 80.6 Acorn I n 15.55 -0.85 11.0 37.8
CapApr 33.76 -1.98 25.3 68.7 2015TarRetA p 12.02 -0.32 1.3 14.4 GrwthEquityInst 31.06 -2.06 18.1 81.4 AcornIntl I n 31.85 -1.65 -2.1 11.9
SpectraN 28.25 -1.69 25.9 68.7 2020TarRetA p 13.22 -0.36 2.0 16.0 -54 2.5 SmCapGrInv n 23.77 -1.46 7.6 38.1 AltBeta I 28.74 -0.33 -2.2 -22.8
Alger Funds I: 2025TarRetA p 14.51 -0.47 3.1 19.0 BrownSmCoInv n: Balanced I 45.33 -1.88 5.4 25.6
CapAppr I-2 101.14 -5.98 25.0 70.3 2030TarRetA p 15.58 -0.60 2.8 20.4 BrownSmCoInv n 119.80 -8.30 21.0 59.0 ConSec I n 26.26 -1.26 23.5 56.3
Alger Funds Inst: 2035TarRetA p 16.21 -0.71 2.8 22.8 Buffalo Funds: ContCore I 27.95 -1.82 3.8 31.0
CapApprI 43.16 -2.54 25.1 68.6 2040TarRetA p 16.64 -0.80 2.7 23.6 -74 2.1 DiscFd n 26.63 -1.46 9.9 39.1 CorpIncm I 11.29 -0.05 7.3 20.1
Allianz Fds Admin: 2045TarRetA p 16.96 -0.83 2.7 24.0 O N D J F M A M J J A S O N D J F M A M J J A S SmCap n 17.59 -1.07 28.8 74.8 DivIncom I 22.71 -1.19 -5.6 21.4
RCMTechI 91.57 -6.55 40.1 92.5 2050TarRetA p 16.67 -0.83 2.8 24.4 DivOppty tn 30.37 -1.48 -12.7 8.2
Allianz Funds A:
RCMGrowthA 65.76 -4.43 27.6 68.9
AmcpA p
AMutlA p
34.86
40.16
-2.00
-2.16
5.6
-6.2
35.2
16.6
BARRON'S • Lipper FMI; Investment Company Institute
C FocEq I pn
GlbTechGw I
23.28
51.76
-1.50
-3.23
21.5
25.6
61.8
78.2
RCMTech t 76.44 -5.47 39.7 90.5 BalA p 28.35 -0.97 1.1 20.6 Calamos Funds: HYMuni I 10.39 0.00 -0.5 12.0
AllianzGI: BondA p 14.00 -0.03 8.7 17.1 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. ConvI 20.05 -0.86 25.5 52.1 IncOppty n 9.55 -0.11 -2.0 9.5
MidCpValA 27.11 -1.34 -11.7 -1.5 CapIBA p 56.52 -2.29 -8.3 2.4 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. Gr&IncA p 36.26 -1.98 6.1 32.2 IntmMunBd I 10.51 0.00 2.0 9.7
Amana Income: CapWA p 21.00 -0.17 5.3 12.6 Gr&IncI 34.68 -1.89 6.3 33.2 LgCapGr 15.10 -0.91 27.2 73.8
AmanaIncm n 52.78 -2.81 0.6 24.5 CapWGrA 50.74 -2.43 -1.7 14.4 YacktFocFd N n 17.48 -0.88 -4.2 25.5 Ave Maria Funds: DivrMuni n 14.64 0.01 2.3 8.8 ScTechOppA 51.24 -2.59 51.6 124.5 GrowthA p 34.96 -2.34 12.2 44.5 LgCpGrow I n 53.90 -3.28 17.7 56.8
AmanaGrowth n: EupacA p 57.39 -2.44 3.1 12.8 YacktmanFd I 19.42 -0.99 -5.2 21.1 Growth pn 39.24 -2.83 3.3 46.6 EmMkts n 27.62 -0.93 -3.9 -4.4 StratMuniOpp 11.16 0.01 -3.4 5.2 MktNeutA p 13.77 -0.11 2.7 11.8 LgCpIdx I n 51.07 -3.05 2.6 33.9
AmanaGrowth n 50.43 -3.00 13.0 60.3 FdInvA p 59.63 -3.50 -1.6 21.9 Angel Oak Funds Trst: RisingDivd n 17.12 -1.20 -7.4 17.6 IntlPort 15.95 -0.92 -7.1 -5.2 StrtIncOpptyInvA 10.05 -0.04 2.9 10.1 MktNeutI 13.60 -0.11 2.9 12.6 MdCpIdx I n 14.16 -0.86 -6.9 8.6
Amer Beacon Insti: GBalA p 33.54 -1.16 -1.3 11.0 AglOkMtiStFdClIn 10.23 NA NA NA IntmDur n 13.95 -0.02 5.8 15.3 TotRet 12.48 -0.04 6.3 15.3 Calvert Investments: MidCapGth I 30.15 -1.73 17.0 54.2
IntlInst
LgCapinst
14.73 -1.20
23.36 -1.47
-20.2 -17.7
-14.7 1.4
GovtA p
GwthA p
14.89
59.21
0.01
-3.52
8.9
15.8
14.6
49.1
AQR Funds:
DivArbI 10.23 NA NA NA B NY Mun n
TxMgdIntl n
14.00
16.56
0.02
-0.94
0.5
-7.3
6.5
-5.4
BlackRock Funds Blrk:
CapAppr 37.46 -2.42 22.5 70.0
Bal A
Eq A p
36.59
61.25
-1.29 5.4 30.5
-3.53 11.0 65.5
SelComunInfo tn 99.63
SelLCVal pn 24.01
-6.24
-1.48
11.8
-11.2
57.4
5.5
SmCpInst 19.76 -1.30 -18.8 -13.1 HI TrA p 9.62 -0.13 0.2 9.9 LgCapDefStyle I 24.50 NA NA NA Baird Funds: BlackRock Funds: BlackRock Funds C: Carillon Eagle: SelMdCpVal I p pn 9.61 -0.61 -11.8 5.2
Amer Beacon Inv: HiInMuniA 16.12 0.01 0.8 13.1 LgCapDefStyle R 24.49 NA NA NA AggBdInst 11.78 -0.03 7.1 17.3 CoreBd A 10.41 -0.01 6.6 15.9 EqtyDivd t 16.56 -0.99 -14.1 3.2 MdCpGrA p 77.60 -4.62 17.7 53.9 SmCapGth I 27.47 -1.74 34.1 91.7
LgCapInv 21.32 -1.34 -14.9 0.4 ICAA p 38.92 -2.15 0.0 21.6 LgCapMomStyle I 24.33 NA NA NA CorBdInst 12.11 -0.03 7.0 17.6 CoreBd Inst 10.40 -0.01 6.8 16.8 GlblAlloc t 17.54 -0.61 6.0 14.8 Carillon Reams: SmCpIdx I n 20.20 -1.32 -13.1 1.1
American Century A: IncoA p 21.40 -0.88 -5.7 9.3 LgCpMultiStyle R 17.40 NA NA NA IntBdInst 11.77 -0.03 6.4 14.3 CoreBd K 10.43 -0.01 6.8 16.9 HlthScOp 58.89 -3.69 5.5 43.1 CoreBd I 13.16 -0.01 13.8 24.9 StratInc I 23.76 -0.20 2.9 12.9
EqIncA p 8.13 -0.36 -9.6 10.0 IntBdA p 14.19 0.00 6.6 11.9 MgdFutStrI 8.35 NA NA NA QualIntMunBdInst 11.95 -0.02 3.4 10.0 CreStraInc Inst 10.21 -0.07 2.3 13.7 MultiAstIncome 10.50 -0.20 -1.3 7.3 CorePlBd I 36.64 -0.08 14.4 25.4 TaxEZ n 13.33 0.00 0.7 10.8
American Century G: IntlGrIncA p 31.30 -1.84 -12.3 -1.8 MgdFutStrN 8.19 NA NA NA ShtTBdInst 9.97 -0.01 3.7 10.0 HiYBlk 7.44 -0.10 0.2 13.1 BlackRock Funds III: UnconstrndBd I 12.81 -0.06 8.0 15.3 Thermostat I n 17.56 -0.51 19.4 38.3
GlBond 10.47 NA NA NA LtdTEBdA 16.13 0.00 2.8 8.4 StylePremAlt R 6.28 NA NA NA Baron Funds: HiYInvA 7.43 -0.10 -0.2 11.5 iShS&P500IdxK 387.16 -23.05 2.8 34.8 Carillon Scout: TotReBd I 39.29 -0.11 8.9 19.7
InfAdjBd 12.38 -0.06 8.0 16.0 N PerA p 52.26 -3.08 10.6 37.2 Aquila Funds: Asset n 97.30 -6.63 12.8 56.5 HiYldBd Inst 7.44 -0.09 0.2 12.7 iShUSAggBdIdxK 10.84 -0.03 6.4 15.8 Intl I 15.53 -1.13 -17.2 -11.0 USGvtMtg tn 22.74 -0.03 4.4 13.9
NT IntlGr 12.50 -0.65 8.9 25.2 NEcoA p 52.00 -2.37 13.7 41.6 HI TF A 11.54 0.00 2.5 7.4 EmergingMkts n 15.99 -0.29 8.6 9.2 InflProtBdInst 11.70 -0.03 9.4 17.6 BlackRock Funds Inst: MidCap I r 20.03 -1.26 5.4 20.6 USTrsIdx I 12.09 0.00 7.7 15.8
NT MdCapVal 11.27 -0.64 -11.9 4.8 NwWrldA 73.88 -2.87 4.7 21.0 ArbitrageI : GlobalAdv n 43.49 -2.48 51.6 126.3 LDurBlk 9.70 -0.01 2.6 8.6 AdvIntl Inst 15.00 -0.90 -10.7 -5.8 CausewayInst : Columbia Class I2:
NTDiscGro 15.03 -0.91 18.4 52.7 SmCpA p 65.50 -3.68 11.3 36.4 ArbitrageI 13.75 NA NA NA Growth n 89.05 -5.32 7.7 51.0 LowDurBdA 9.71 -0.01 2.3 7.7 AdvLgCapCore 18.16 -1.13 3.3 31.1 CausewayInst 12.33 -1.13 -21.1 -19.9 ContCore I2 28.48 -1.86 3.9 31.3
NTDvBnd 11.47 -0.02 6.7 15.6 STBFA p 10.17 0.01 3.3 7.1 Ariel Investments: Opportunity n 34.97 -2.04 52.9 141.2 LowDurI Inst 9.71 -0.01 2.5 8.4 AdvSmCapInst 19.90 -1.24 3.2 33.4 CGM Funds: DivIncom 23.09 -1.21 -5.5 21.7
NTEmgMkt 13.09 -0.30 9.3 15.3 STTxExBdA 10.34 0.00 2.5 6.2 ApprecInv pn 39.19 -2.50 -12.1 -0.1 Partners n 112.37 -8.25 64.2 133.8 BlackRock Funds A: BalCapFd 24.57 -0.75 5.2 26.9 Realty n 22.48 -1.85 -11.8 -19.0 MidCapIndx 14.50 -0.88 -6.9 8.6
NTEqGrp 11.11 -0.66 2.3 29.5 TECAA p 18.09 0.02 2.2 11.4 Ariel Inv pn 55.68 -3.37 -14.4 -0.5 SmallCap n 33.96 -2.74 15.7 49.5 AdvLCGrwA 19.07 -1.19 17.0 56.8 BasicVal 15.88 -0.99 -15.6 1.8 Chartwell: SmCapIndx 20.72 -1.35 -13.1 1.1
NTGrwth 20.00 -1.27 18.6 68.6 TxExA p 13.39 0.01 2.4 11.5 Artisan Funds: Baron Instl Shares: AdvLgCapCore p 17.39 -1.09 3.0 30.0 CAInsMun 12.41 0.00 -1.6 7.7 Income n 12.73 NA NA NA Columbia Class I3:
NTHeritage 14.13 -0.94 18.2 61.8 WshA p 44.47 -2.75 -6.2 19.5 GblOppInst 35.16 NA NA NA AssetInst 101.65 -6.92 13.0 57.7 BalCapFd 24.46 -0.73 5.1 25.9 CapAppr 37.16 -2.40 22.4 69.5 CIBC Atlas: Balanced I3 45.81 -1.90 5.4 26.0
NTHighInc 9.27 -0.12 0.4 11.9 AMG Funds: GblOppInv n 34.57 NA NA NA DiscoveryInst 28.54 -1.85 31.8 75.0 BasicVal 15.59 -0.97 -15.8 0.9 EmgMkts 26.75 -0.81 3.5 22.5 DispEq Inst 23.69 -1.36 4.3 44.1 Bond I3 36.40 -0.06 7.2 17.4
NTIntlVal 8.05 -0.51 -11.4 -14.1 RRSmCapValI 11.05 -0.66 -17.4 4.5 Intl Inv n 31.67 NA NA NA EmergingMktsInst 16.05 -0.29 8.8 10.0 CAInsMuni 12.40 0.01 -1.8 6.9 EqtyDivd 17.42 -1.04 -13.4 6.2 ClearBridge: ContCore I3 p 28.51 -1.85 3.9 31.6
NTLgVal 10.37 -0.56 -10.4 11.0 AMG Managers Funds: IntlInst 31.88 NA NA NA GlobalAdvInst 44.25 -2.51 52.0 128.0 CapAppr 33.67 -2.18 22.1 68.2 FloRateIncPorIns 9.62 -0.06 -0.7 7.9 AggressGrowthA 167.00 -11.16 -4.6 12.4 DivIncom 23.12 -1.21 -5.5 21.8
SDIPB 10.63 -0.03 3.6 9.9 Brandywine I n 57.41 -3.92 10.3 39.6 IntlVal Inst 32.27 NA NA NA GrowthInst 92.51 -5.52 8.0 52.1 EqtyDivd p 17.35 -1.04 -13.6 5.4 LgCpFocusGwth 6.38 -0.41 26.6 74.5 AggressGrowthI 190.60 -12.72 -4.4 13.5 SelLgCpGr t 16.41 -0.98 27.5 74.6
Sustain Equity 33.97 -2.01 4.6 NS GWKMBd I 12.36 0.00 2.8 11.6 IntlVal Inv n 32.15 NA NA NA PartnersInst 115.53 -8.47 64.5 135.6 GlblAlloc p 19.88 -0.69 6.6 17.4 GlblAlloc 20.05 -0.70 6.9 18.3 AllCapValueA 10.92 -0.65 -18.1 -10.8 STBond 10.02 -0.01 2.5 8.5
American Century I: LoomisSaylesBd I 27.17 -0.22 3.1 13.4 MidCapInst 54.82 NA NA NA RealEstateInst 31.07 -1.98 18.9 42.6 HlthScOp p 68.52 -4.29 6.1 46.2 GlobLg/ShrtCrIns 9.83 -0.05 -1.0 4.6 AppreciationA 26.39 -1.51 0.5 33.0 Columbia Funds:
CaHYMu 10.83 NA NA NA LoomisSaylesBd N n 27.17 -0.21 3.0 12.8 MidCapInv n 48.24 NA NA NA SmallCapInst 35.71 -2.88 15.9 50.7 LgCp Focus Gr 5.83 -0.37 26.5 73.2 HlthScOp 72.38 -4.52 6.3 47.5 AppreciationI 26.25 -1.49 0.7 34.2 UltShortBd Inst3 9.06 0.00 1.6 6.7
DivBnd 11.51 NA NA NA TSIntlSC I 15.09 -0.66 -7.2 -6.3 MidCapVal Inv n 16.28 NA NA NA BerkshireFocus n: MdCpGrA 31.46 -1.94 21.0 71.6 HYMuni 9.64 0.00 -0.9 13.2 AppreciationIS 26.35 -1.50 0.8 34.6 Commerce Funds:
EmgMkt 13.08 -0.30 7.8 10.7 TSSmCapGrFd Z 20.67 -1.15 12.4 54.7 SmCpInv n 44.61 NA NA NA BerkshireFocus n 42.52 -2.96 54.4 137.1 MultiAstIncome 10.51 -0.20 -0.7 9.7 iShMSCIIntldx 12.40 -0.75 -10.5 -3.2 DividendStrat1 n 23.64 -1.46 -5.8 22.3 Bond n 20.85 -0.05 4.9 14.1
EqInc 8.15 -0.35 -9.2 11.5 TSSmCpGrFd N n 19.84 -1.11 12.2 53.7 Ashmore Funds: Bernstein Fds: NatlMuni p 11.12 0.01 1.3 9.9 MdCpGrEq 36.54 -2.25 21.3 73.0 DividendStratA 23.62 -1.46 -6.0 21.3 Community Capital Tr:
Growth 42.87 -2.75 18.0 64.2 YachtmanFocFd I 17.45 -0.88 -4.1 26.2 EmgMktTRInst 6.92 NA NA NA Ca Mu n 14.48 0.00 1.7 7.8 NYMUNIOPP 10.87 0.01 -3.5 5.1 MultiAstIncome 10.52 -0.20 -0.4 10.5 DividendStratI 24.34 -1.51 -5.8 22.4 CRAQualInvFd 10.83 -0.02 3.6 9.4

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.
M24 BARRON’S November 2, 2020

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
Credit Suisse Common: DoubleLine Funds: LTTrsBdIdxInstPr n 16.29 -0.04 17.5 35.2 Freedom2010 K 15.72 -0.31 3.4 16.2 MidCapEnIdx nr 14.75 -0.88 -4.2 14.0 HiInc A1 1.80 -0.03 1.3 12.1 StrInc Adv p 9.23 -0.08 -0.4 6.4 RisDv C t 68.58 -4.66 0.6 26.2
ComdtyRet r 4.22 -0.10 -8.9 -11.9 CoreFxdIncmI 11.16 -0.06 3.2 11.7 MidCpInxInstPrem n 23.09 -1.38 -1.7 22.2 Freedom2015 K 12.85 -0.32 3.1 17.1 MidCapStkK r 32.47 -2.02 -6.7 13.1 HY TF A1 p 10.04 0.01 2.0 12.8 USGovAdv p 6.11 0.00 3.4 9.3 Utils C t 20.67 -0.88 -4.4 19.2
Cullen Funds: CorFxdIncN n 11.15 -0.06 2.9 10.9 NewMkt I 14.18 -0.12 -2.6 NS Freedom2015 K6 12.82 -0.32 3.1 17.3 MIMun n 12.64 0.00 3.3 12.6 IncomeA1 p 2.07 -0.06 -7.6 2.1 Utils Adv 20.98 -0.89 -3.9 21.5 FrankTemp/Franklin R:
HiDivEqI r 13.90 -0.91 -17.2 -2.0 EmgMktIncmI 10.12 -0.11 -0.8 7.1 OTCK6Port 14.66 -0.90 26.0 NS Freedom2020 K 16.13 -0.49 2.7 17.7 MNMun n 12.05 0.01 3.0 11.5 MIInsTF A1 p 11.86 0.01 3.5 13.1 FrankTemp/Franklin A: FrkDynTchR6 125.13 -7.59 35.1 93.7
FlexibleIncomeI 9.33 -0.07 -0.5 7.2 RealEstIdxInst n 12.80 -0.72 -23.4 -6.9 Freedom2020K6 16.10 -0.48 2.8 18.0 MtgSec n 11.58 0.01 4.0 11.6 MNInsTF A1 p 12.66 0.01 3.2 11.2 BAL A t 11.73 -0.36 -3.6 12.5 FrkGrthOppR6 54.95 -3.34 26.8 72.7
D GlobalBondN 10.64
InfraIncomeI 10.45
-0.08
-0.04
1.7
3.2
4.8
12.5
SAIRealEstIndxFd 9.14
SAIUSLgCpIndxFd 17.53
-0.51
-1.05
-23.2
2.6
-6.6
34.7
Freedom2025 K
Freedom2025K6
14.28
14.26
-0.48
-0.48
2.4
2.5
18.3
18.6
MuniInc n
NASDAQ nr
13.35
137.78
0.01
-8.05
1.9
22.3
12.4
66.9
MO TF A1 p
NC TF A1 p
11.80
11.65
0.00
0.01
2.3
2.7
11.6
10.7
BalInv p
BioDis A p
27.59
169.37
-1.56
-7.32
-18.9
12.2
-8.6
29.6
FrkGrthR6
FrkIncR6
127.47
2.05
-7.59
-0.06
13.5
-7.6
51.2
2.6
Davenport: LowDurBdI 9.93 -0.02 1.2 7.6 SeriesBondFd 10.71 -0.02 6.4 NS Freedom2030 K 17.63 -0.68 2.0 19.1 NewInsights Z 36.30 -2.16 10.9 41.8 NJ TF A1 p 11.30 0.01 1.0 10.0 CoreAll A p 19.32 -1.10 1.1 21.5 FrkRisDivR6 69.84 -4.74 1.5 30.4
Davenport Core n 26.66 -1.48 -0.9 27.6 LowDurBdN n 9.92 -0.02 0.9 6.7 SeriesOverseas 10.62 -0.68 -1.5 NS Freedom2030K6 17.60 -0.68 2.0 19.5 NewMill n 32.79 -1.98 -12.8 6.5 NY TF A1 p 11.10 0.02 1.6 9.8 CvtSc A p 27.11 -1.06 26.5 64.9 FrkSmCpGrR6 28.00 -1.50 17.0 62.6
EqOpp n 20.20 -1.40 0.8 32.5 ShillerEnhCAPEI 15.78 -0.93 -1.4 31.2 SerLTTreBdIdx 9.98 -0.03 17.3 35.0 Freedom2035 K 14.76 -0.69 0.9 19.1 NewMkt nr 14.18 -0.11 -2.5 0.1 OHInsTF A1 p 13.02 0.01 3.3 11.7 DynaTech A p 119.41 -7.25 34.7 91.7 FrkTotRtnR6 10.11 -0.04 4.5 13.1
Val&Incm n 14.91 -0.85 -12.3 2.6 ShillerEnhCAPEN n 15.77 -0.92 -1.6 30.3 SmCpIdxInstPrem n 19.58 -1.30 -6.7 8.0 Freedom2035K6 14.74 -0.69 1.0 19.6 NJMun nr 12.23 0.01 1.7 12.8 OR TF A1 p 11.74 0.01 2.7 10.8 EqIn A p 24.22 -1.31 -7.6 14.5 MutShrR6 21.57 -1.26 -20.0 -7.8
Davis Funds A: TotRetBdI 10.67 -0.03 3.0 11.0 STBdIdx InstPrem n 10.34 0.00 4.3 10.4 Freedom2040 K 10.30 -0.54 0.4 18.8 NYMun n 13.36 0.02 1.1 10.0 PA TF A1 p 9.87 0.00 2.1 9.5 FlRtDA A p 7.34 -0.06 -7.4 -4.0 TempGlbBndR6 9.77 0.07 -4.6 -2.9
NYVen A 28.03 -1.42 -5.5 11.9 TotRetBdN n 10.67 -0.03 2.8 10.3 STTreIdx InstPre n 10.85 0.00 4.2 9.8 Freedom2040K6 10.28 -0.53 0.6 19.4 OHMun n 12.43 0.00 2.4 11.0 US Gov A1 p 6.09 0.00 3.3 8.9 FoundFAlA p 11.78 -0.53 -13.0 -5.5 TmpGrthR6 20.20 -0.94 -10.4 -8.5
Davis Funds C & Y: Driehaus Funds: TMktIdxInstPrem n 93.03 -5.66 3.0 33.2 Freedom2045 K 11.72 -0.61 0.4 18.8 OTC n 15.08 -0.89 25.7 73.6 Utils A1 p 20.80 -0.88 -4.1 20.9 FrkIntlGrthA 18.22 -1.43 9.8 36.1 TmpFrgnR6 5.86 -0.23 -17.8 -19.1
NYVenY 28.87 -1.46 -5.3 12.8 EmMktsGr n 43.74 -1.07 10.7 21.5 TotalMarketIndex n 11.67 -0.70 2.9 NS Freedom2045K6 11.70 -0.60 0.5 19.4 OTC K 15.36 -0.90 25.8 74.2 Franklin Templeton: FSmCoSer r 19.88 -1.01 -7.1 -4.2 FrankTemp/Mutual A&B:
Del Invest Instl: Dupree Mutual Fds: TtlIntIdxInstPr n 11.54 -0.58 -7.1 -0.2 Freedom2050 K 11.81 -0.61 0.5 18.9 OverseasK r 50.83 -3.15 -1.6 10.8 TgtGro A p 17.79 -0.79 2.0 18.8 GoldPrM A p 25.15 -1.48 29.3 66.2 Beacn A 13.29 -0.83 -17.5 -2.9
CorpBdI 6.38 -0.03 7.3 20.5 KYTF n 7.92 0.01 2.7 11.3 USBdIdxInstPrem n 12.36 -0.03 6.4 15.8 Freedom2050K6 11.80 -0.61 0.6 19.3 Ovrse n 50.91 -3.16 -1.7 10.4 TgtModA p 14.98 -0.50 2.6 16.6 GrOp A p 49.40 -3.01 26.5 70.9 Shares A 21.28 -1.24 -20.2 -8.7
USGrw 28.49 -2.08 22.0 53.3 USSusIdx n 14.29 -0.83 3.1 36.4 Freedom2055 K 13.50 -0.70 0.4 18.9 PAMun nr 11.38 0.00 2.0 11.6 FrankTemp/Frank Adv: Growth A p 127.05 -7.57 13.2 49.6 FrankTemp/Temp A:
Value
Delaware Invest A:
18.60 -1.33 -15.5 4.4 E Fidelity Adv Focus A:
HthCarA r 60.70 -3.58 9.0 50.4
Freedom2055K6
Freedom2060 n
13.49
12.19
-0.70
-0.63
0.5
0.3
19.3
18.4
PcBas nr
PuritanK
40.15
24.16
-0.80
-0.97
16.3
9.8
32.0
30.9
CA HY Adv t
CA IntAdv
11.09
12.10
0.01
0.00
1.5
2.0
14.3
8.7
LwDuToRt A
RisDv A p
9.54
69.92
-0.03
-4.75
1.2
1.2
6.2
29.0
DvMk A p
Frgn A p
22.08
5.96
-0.77
-0.23
1.0
-18.0
10.9
-20.0
Diver Inc p 9.23 -0.05 7.3 16.7 Eaton Vance Class A: TechA t 78.46 -5.20 33.2 85.7 FundK 57.35 -3.17 13.5 48.4 Puritn n 24.18 -0.97 9.7 30.6 CA TF Adv t 7.63 0.01 2.4 13.8 SmCpGr A p 25.00 -1.33 16.6 60.7 GlBond A p 9.82 0.07 -4.9 -3.9
GrEq A p 13.45 -0.80 11.1 28.2 AtlCpSMID p 30.93 -1.90 -7.7 23.6 Fidelity Adv Focus C: Idx2015InsPre 14.20 -0.35 3.3 19.0 RealE n 36.65 -1.91 -16.3 2.8 CvtScAdv 27.11 -1.07 26.8 66.1 SmCpVal A p 41.84 -2.61 -14.3 -1.6 GlSmCo A p 9.15 -0.50 -5.2 1.3
GroInA p 11.60 -0.83 -15.8 -0.8 DivBldrA 14.88 -0.80 -2.1 27.2 HthCarC p 47.25 -2.79 8.3 47.1 Idx2020InsPre 15.23 -0.45 2.9 19.8 RealEstInc nr 11.04 -0.25 -10.0 5.9 Dynat Adv 123.72 -7.51 35.0 93.1 SmMCpGrA p 43.52 -2.48 33.0 72.4 Growth A p 20.16 -0.94 -10.7 -9.4
OppA p 23.70 -1.40 -17.5 -5.5 FloatRt 8.77 -0.06 -1.3 6.5 Fidelity Adv Focus M: Idx2025InsPre 16.81 -0.56 2.6 20.4 REInc n 9.96 -0.15 -7.4 8.6 Fed TF Adv 12.02 0.01 2.7 11.3 StrInc A p 9.22 -0.08 -0.5 5.6 World A p 12.12 -0.54 -11.1 -6.4
SMIDCapGrA p 38.07 -2.66 53.4 138.7 FltgRtAdvg p 10.07 -0.08 -2.6 6.5 Tech p 73.30 -4.85 33.0 84.3 Idx2030InsPre 17.34 -0.66 2.0 21.4 SAIIntlMinVolInd 9.64 -0.45 -13.4 -1.3 FedIntAdv 12.24 0.01 2.6 8.3 TgtCon A p 14.09 -0.32 2.4 13.1 FrankTemp/Temp Adv:
TotRtA p 14.09 -0.65 -9.4 0.9 Inc Bos 5.34 -0.07 -0.7 9.4 Fidelity Advisor: Idx2035InsPre 18.46 -0.85 0.8 21.6 SAILTTreBdIdx 12.77 -0.03 17.9 36.6 GrOpAdv p 54.10 -3.29 26.7 72.1 TtlRtn A p 10.04 -0.04 4.2 11.8 Frng Adv 5.87 -0.23 -17.9 -19.4
TxExIncmA 9.35 -0.01 2.3 9.1 LgCpVal 18.05 -1.00 -12.4 12.0 SrsAdvIntlCapApp 25.83 -1.12 7.0 28.3 Idx2040InsPre 18.22 -0.94 0.2 21.4 SAISm-MidCap500I 11.67 -0.68 -2.2 20.7 Growth Adv t 127.54 -7.60 13.4 50.7 FrankTemp/Franklin C: GlBondAdv p 9.77 0.07 -4.8 -3.2
TxUSA p 11.80 0.00 3.2 12.9 NatlMuniInc 10.18 0.00 3.0 13.5 StragInc n 12.43 -0.15 1.9 NS Idx2045InsPre 18.91 -0.97 0.2 21.4 SAIUSMinVolIndFd 14.87 -0.87 -2.3 30.8 HY TF Adv 10.09 0.02 2.1 13.2 CA TF C t 7.63 0.01 2.0 11.7 TGlTotRAdv 10.01 0.08 -6.3 -3.2
Deutsche DWS: ShDurGovIncFd 8.12 0.00 2.3 6.3 TotBdFdClZ 11.09 -0.04 6.9 17.1 Idx2050InsPre 18.94 -0.97 0.2 21.4 SAIUSQtyIdx 14.95 -0.92 8.0 47.3 IncomeAdv 2.05 -0.06 -7.6 2.5 DynaTech C p 97.93 -5.96 33.9 87.4 FrankTemp/Temp B&C:
CapGrth p 101.64 -6.41 21.3 67.9 ShDurStratIncFd 7.18 NA NA NA Fidelity Advisor A: Idx2055InsPre 15.57 -0.79 0.2 21.4 SmallCap nr 16.94 -1.29 -6.5 12.0 RisDv Adv r 69.85 -4.74 1.4 30.0 Fed TF C t 12.00 0.02 2.1 9.1 GlBond C p 9.85 0.07 -5.2 -5.1
CapGrth n 103.02 -6.49 21.6 69.2 TMG1.0 n 1462.17 NA NA NA AdvMdCpIIA p 18.74 -1.21 -3.0 6.8 Idx2055Investor 15.55 -0.80 0.2 21.2 SmCapDisc n 20.08 -1.31 -13.2 -2.2 SmCpGrAdv p 27.48 -1.47 16.8 61.7 Growth C t 114.62 -6.84 12.5 46.3 Frost Family of Fund:
CoreEq n 27.81 -1.70 -0.6 27.4 TMG1.1 65.88 NA NA NA AdvStrDivInA p 14.67 -0.67 -2.9 16.0 Income n 11.92 -0.14 3.8 14.1 SmlCapO n 12.95 -0.86 -6.9 14.9 SmCpValAdv t 44.44 -2.77 -14.1 -0.9 Income C t 2.10 -0.06 -8.0 0.5 FrTRInst 10.08 -0.06 0.6 7.8
EqDivA 44.74 -2.54 -20.9 3.0 TMG1.2 29.59 NA NA NA BalancA t 23.25 -0.98 8.0 30.7 Income K 11.90 -0.14 3.8 14.2 SmlCpGrth nr 28.24 -1.68 9.4 46.5
GblIncBldA 9.26 -0.31 -2.6 10.5 WW Hlth Science p 12.57 -0.77 1.5 37.8 BioTech 31.37 -0.75 12.9 38.5 Fidelity Invest: SmlCpGrth K6 16.34 -0.97 10.3 47.9
GblGrwS n 38.88 -2.43 3.5 16.1 Eaton Vance Class C: DivIntlA 25.10 -1.27 3.0 15.2 AdvSrsGroOpport 18.01 -1.18 39.1 137.7 SmlCpVal nr 13.14 -1.03 -14.1 -8.1
GNMA S n 13.88 0.00 2.5 9.6 FltgRtAdvg p 10.05 -0.09 -3.0 4.9 EqGrA p/r t
EqInA
15.51
24.31
-0.85
-1.41
25.3
-15.3
68.8
0.9
AggrInt n
AilSectEq
24.57
10.38
-1.06
-0.67
7.1
6.4
28.7
36.3
Srs1000ValIndRet
SrsBlChGroRetail n
11.45
16.01
-0.66
-1.04
-12.7
34.8
6.2
94.4
DATES TO WATCH FOR
HiIncA 4.67 -0.05 1.3 13.5 Eaton Vance Class I:
HiYldTx n 11.85 0.02 -0.1 9.2 AtlCpSMID 34.75 -2.14 -7.5 24.5 FF2030A p 14.15 -0.55 1.3 18.9 AMgr20% n 13.93 -0.19 3.4 13.7 SrsCommStrt 4.22 -0.10 -11.0 -13.1
MgdMuniA p 9.13 0.01 1.0 9.5 FloatRtHiInc 8.35 NA NA NA GrOppA 123.27 -8.08 38.9 129.9 AMgr50% n 19.13 -0.59 3.8 18.6 SrsEmrgMkt 21.50 -0.74 4.2 16.9 November Data for
MgdMuniS n 9.15 0.01 1.2 10.2 FltgRt 8.48 -0.06 -1.1 7.3 HiIncAdvA 10.95 -0.28 -1.5 10.7 AMgr70% n 23.39 -0.99 3.0 20.1 SrsGlobal 12.23 -0.62 -7.1 -0.1
S&P500S n 33.73 -2.01 2.5 34.1 GblMacAbR 8.63 -0.03 1.1 7.8 LevCoStA p 39.92 -3.09 2.4 16.2 AMgr85% n 20.59 -1.06 2.5 21.5 SrsGroCoRetail 25.49 -1.55 43.6 98.7 2 PMI Manufacturing Index (9:45 a.m.) - Final October
TechA 30.55 -2.08 25.6 77.0 IncBos 5.34 -0.07 -0.5 10.3 NwInsghtA p 35.25 -2.10 10.6 40.2 AstMgr30R n 11.69 -0.22 3.8 16.0 SrsIntlGrw 18.01 -0.99 2.8 27.9
Diamond Hill Funds: LgCpVal 18.13 -1.01 -12.3 12.8 SmllCapA p 22.70 -1.36 -4.4 6.7 Balanc n 25.35 -1.07 8.2 32.3 SrsIntlSmCp 17.55 -0.74 1.4 19.5 ISM Manufacturing Report (10:00 a.m.) October
CorpCrI 11.48 -0.15 4.7 20.1 NatlMuniInc 10.18 0.00 3.2 14.4 StkSelMC p 32.83 -2.03 -7.7 13.0 BalancedK 25.35 -1.07 8.3 32.6 SrsIntlVal 8.25 -0.54 -16.7 -15.0
LgCapA p 26.99 -1.62 -6.5 16.5 Eaton Vance Funds: StrInA 12.26 -0.14 1.7 9.9 BluCh n 139.35 -9.10 34.9 88.0 SrsSmCapDiscRet 10.35 -0.67 -10.9 4.3 Construction Spending (10:00 a.m.) September
LgCapI 27.23 -1.63 -6.3 17.6 ParTxMgdEmgMktIn 42.02 -1.76 -13.6 -12.2 TotalBdA p 11.11 -0.05 6.5 15.8 BluChpGr K6 20.38 -1.33 35.5 86.5 STBF n 8.82 -0.01 3.3 8.7 3 Car Sales (3:45 p.m.) October
LgCapY 27.27 -1.63 -6.2 17.9 Edgewood Growth Instituti: Fidelity Advisor C: BluChpGrK 139.78 -9.13 35.0 88.5 StkSelSmCp n 24.77 -1.66 -2.9 19.2
LongShortI 23.67 -1.04 -12.3 2.8 EdgewoodGrInst 48.33 -3.53 25.5 76.2 BalancC 23.06 -0.98 7.3 27.7 CALmtTrmTFB n 10.85 0.00 2.2 7.2 StkSlcACap n 50.68 -3.12 5.8 32.7 Factory Orders (10:00 a.m.) September
SmMidCapI 19.17 -1.21 -15.9 -4.0 GrOppC p 103.31 -6.78 38.0 124.8 CAMun n 13.28 0.02 2.5 11.6 StratDivInc n 14.78 -0.67 -2.6 17.0
NwInsghtC t 29.49 -1.76 9.9 37.0 Canad nr 46.26 -2.95 -12.2 -3.1 StrDivIncI 14.73 -0.68 -2.7 16.9 4 International Trade (8:30 a.m.) September
Dimensional Fds:
2TGlFxd 10.00 0.00 0.9 5.6 F StrInC t 12.23 -0.14 1.0 7.5 CapAp n 39.58 -2.04 16.9 50.4 TaxFrB nr 11.91 0.01 2.3 13.0
PMI Composite Index (9:45 a.m.) October
5GlbFxdInc 10.89 0.01 1.5 6.9 Fidelity Advisor Fun: CapApprK 39.70 -2.05 17.0 50.9 TotalBond n 11.11 -0.04 6.8 16.8
CAIntrTrmMuniBd 10.85 -0.01 2.2 7.1 Fairholme: IntlGrwZ 16.19 -0.89 1.8 24.4 CapDevO n 14.32 -0.97 -10.7 12.3 TotalBond K6 10.36 -0.04 6.9 17.0
CASTMuniBd 10.29 -0.01 0.6 2.9 Fairholme n 21.75 -0.14 9.7 17.6 Fidelity Advisor I: ChinaReg n 51.53 -0.96 30.3 52.6 Trend n 134.35 -8.46 25.6 70.5 ISM Service Index (10:00 a.m.) October
Cont 23.82 -1.92 -9.7 -6.4 FAM Value: BalancI 23.77 -1.00 8.2 31.7 CnvSc n 36.01 -1.92 17.3 50.8 Utility n 25.58 -1.06 -5.5 20.6 5 Challenger Job-Cut Report (7:30 a.m.)
DFARlEst 34.21 -1.77 -15.3 8.1 FAMValue n 75.50 -5.08 -6.6 18.7 BiotechI 33.55 -0.79 13.2 39.6 Contra n 16.15 -0.97 18.6 54.1 Value n 9.57 -0.64 -13.6 -1.7
EmgMkt 27.64 -0.90 -3.9 0.4 Federated Hermes A: ConsvIncmMuni I 10.04 0.00 0.6 4.1 ContraK 16.18 -0.97 18.6 54.5 ValueDisc n 27.37 -1.59 -8.8 7.5 Productivity and Costs (8:30 a.m.) - Preliminary Q3, 2020
EmgMktSoCoEq 13.18 -0.47 -5.4 -1.3 EqIncA p 19.63 -1.23 -10.1 1.1 DivIntl 25.57 -1.29 3.2 16.1 CorpBd n 12.63 -0.06 7.2 20.4 ValueK 9.59 -0.64 -13.4 40.3
EmgMktVa 23.93 -1.10 -14.9 -14.2 FdShInToRetA 10.69 -0.01 4.0 9.4 EqGrI 17.36 -0.95 25.6 70.2 CpInc nr 9.88 -0.26 -0.1 12.8 Wrldw n 31.97 -2.10 12.7 42.6 FOMC Announcement (2:00 p.m.)
EmMktCorEq 20.34 -0.73 -4.9 -1.9 FedMunULA pn 10.03 0.00 0.8 3.4 FAInvGrdI 8.48 -0.03 8.0 18.3 DisEq n 45.48 -2.88 13.7 40.0 Fidelity SAI:
KaufmannA p 6.80 -0.36 13.7 63.2 6 Employment Situation (8:30 a.m.) October
EmMktSmCp 19.67 -0.75 -4.9 -4.4 FF2030 14.26 -0.54 1.6 19.9 DivGrowK 26.08 -1.69 -14.5 8.4 FidSAIEmgMktIndx 14.45 -0.43 0.6 5.9
Fixd 10.30 0.00 0.6 5.0 KaufmnLCA p 31.46 -1.94 13.1 58.9 FF2040 14.66 -0.75 -0.1 19.8 DivGth n 26.11 -1.69 -14.6 8.0 FidSAIIntlIndxFd 11.04 -0.65 -10.4 -3.1 Wholesale Trade (10:00 a.m.) August
GblAll60 40Inst 18.74 -0.66 -0.1 13.5 KaufmnSCA p 49.86 -2.86 14.9 75.0 FltRatel 8.96 -0.07 -2.3 6.6 DivIntl n 41.61 -2.08 2.7 15.5 IntlValIdx 7.16 -0.51 -23.6 NS
GlAll25 75Inst 13.99 -0.21 2.2 11.5 MunStkAdvA p 13.02 -0.34 -0.1 10.1 GrOppI 134.36 -8.79 39.2 131.8 DivIntl K6 11.96 -0.60 3.3 16.3 Muni Inc 10.64 0.01 1.6 NS Consumer Credit (3:00 p.m.) September
GlEqInst 23.39 -1.37 -4.7 11.7 StrValDivA p p 4.49 -0.22 -18.6 -7.5 HiIncAdvI 10.25 -0.26 -1.4 11.5 DivIntlK r 41.56 -2.07 2.9 15.9 SAIEmgMktLoVolIx 9.41 -0.28 -8.1 NS
GlRESec 9.57 -0.50 -18.8 2.7 UltraShortA pn 9.19 -0.01 1.7 6.3 HthCarI r 66.45 -3.91 9.3 51.6 DivStkO n 29.74 -1.74 12.4 41.2 TotalBd 10.54 -0.04 6.2 NS 10 NFIB Small Business Optimism Index (6 a.m.) October
InfProtSec 13.05 -0.07 9.1 17.9 Federated Hermes C: IntlGr 16.16 -0.89 1.7 23.9 Emerg Asia nr 63.61 -1.65 40.0 62.2 TxFreeBd 10.66 0.01 1.4 NS
IntGvFxdInc 13.73 -0.02 8.9 17.4 StraValDivC p 4.50 -0.21 -19.1 -9.6 IntlSmCp 25.44 -1.36 -10.0 -4.3 EmrgMktK r 40.30 -0.95 15.3 33.6 U.S.TreBdIdx 10.72 -0.01 7.8 16.2 JOLTS (10:00 a.m.) September
IntlCoreEq 12.08 -0.74 -11.2 -7.7 Federated Hermes Int: LmtdTrmBdFd 11.92 -0.01 4.2 10.9 EmrgMktsDebt 8.97 -0.08 -2.3 3.3 USMomentumIdx 14.72 -0.87 13.3 42.9 12 Consumer Price Index (8:30 a.m.) October
IntlREst 3.77 -0.20 -24.4 -6.7 GloFinI 33.81 -2.21 -5.1 -2.1 LmtTrmGov n 10.33 0.00 3.9 8.6 EmrMkt nr 40.26 -0.96 15.2 33.1 USValueIndex 8.39 -0.51 -21.4 NS
IntlSustCore1 10.09 -0.63 -7.4 -0.2 InsHiYld r 9.57 -0.12 0.8 12.7 MuniIncI r 10.74 0.01 2.6 10.7 Eq Inc n 53.82 -2.98 -9.7 10.0 Fidelity Selects: PPI (8:30 a.m.) October
IntlVal 13.54 -0.89 -22.2 -23.0 MDTSmCIS 17.98 -1.03 -10.5 -4.3 MuniIncome 13.34 0.01 1.8 NS EqDivIncm n 21.54 -1.25 -14.7 2.7 Biotech nr 23.91 -0.65 14.4 40.3
IntlVectorEq 10.42 -0.66 -13.6 -12.3 TtlRtnBdI 11.55 -0.04 6.8 16.6 NwInsghtI 36.24 -2.15 10.8 41.3 EqIncK 53.78 -2.98 -9.6 10.4 Chem nr 12.27 -0.68 -0.9 -15.7 Michigan Consumer Sentiment (10:00 a.m.) - Preliminary November
IntrLrgCpGroPor 13.40 -0.74 -2.1 10.1 Federated Hermes IS: REIncmInst 11.00 -0.25 -10.0 5.9 Europ nr 35.35 -2.46 -2.5 3.2 Comp nr 91.00 -2.55 14.9 56.8 17 Retail Sales (8:30 a.m.)
IntEq IS p 24.95 -1.28 -0.6 10.4 SmCapGrwI 28.32 -1.69 9.4 46.4 Export n 17.77 -0.98 -17.8 3.9 ConDis nr 56.63 -4.13 14.7 56.5
October
IntSmCo 16.84 -1.03 -10.5 -6.9
IntSmVa 15.65 -1.01 -18.8 -22.2 KaufmnIS 6.98 -0.37 14.1 65.6 StrInI 12.43 -0.15 1.9 10.7 Fidel n 57.36 -3.17 13.4 48.0 ConStap nr 85.98 -4.74 -1.1 16.6 U.S. Import & Export Price Indexes (8:30 a.m.) October
IntTermMuni 10.58 -0.02 3.1 8.6 KaufmnSCI 50.90 -2.91 15.4 77.5 Total Bd 11.09 -0.04 6.8 16.7 FltRateHi nr 8.97 -0.06 -2.2 6.8 DfAero nr 13.09 -1.02 -26.7 -4.6
IntVaIII 11.57 -0.76 -22.1 -22.5 CorpBondFdIS 9.74 -0.08 5.2 17.5 Fidelity Advisor M: FocsdStk n 30.56 -2.30 17.2 66.8 Energy nr 17.68 -1.01 -50.1 -54.3 Industrial Production & Capacity Utilization (9:15 a.m.) October
ITExQual 11.79 -0.07 7.4 19.3 FdShinToRetI 10.69 -0.01 4.2 10.2 Balanced p 23.56 -1.00 7.8 29.7 FournOne n 49.06 -2.53 0.4 21.2 Gold nr 31.32 -0.79 29.4 56.4
Japan 23.39 -0.65 -5.8 -5.6 GovUltra 9.96 0.00 1.4 5.7 EqGr p 15.09 -0.83 25.0 67.6 GNMA n 11.78 0.00 3.4 10.0 Health nr 31.05 -1.79 11.9 58.5 Business Inventories (10:00 a.m.) September
LgCo 25.10 -1.49 2.7 34.5 KaufmnLCIS 32.53 -2.01 13.3 60.1 EqIn p 25.02 -1.46 -15.5 0.2 GovtInc n 10.96 -0.01 6.6 14.2 HlthCareSrvPt r nr 107.13 -8.65 3.0 45.0
LgCpIntl 20.90 -1.25 -10.1 -3.2 ShIntDurMuInst 10.31 -0.01 1.0 5.4 GrOppM p 121.61 -7.97 38.6 128.3 GroCo n 30.27 -1.88 41.7 92.7 Ind n 32.07 -2.19 -5.2 9.7 NAHB Housing Market Index (10:00 a.m) November
SclCrEqInst 11.49 -0.71 -12.0 -9.0 StraValDivIS 4.52 -0.22 -18.3 -6.7 NwInsghtM p 33.69 -2.01 10.3 39.1 GroInc n 36.43 -2.45 -10.8 11.4 ITSvs n 80.35 -7.53 7.5 65.2
SelHdgGlFxd 9.76 0.00 1.9 8.7 UltraShortI 9.19 0.00 1.9 7.7 StrInM p 12.25 -0.15 1.7 9.9 GrowCoK 30.34 -1.88 41.8 93.2 MdTchDevis n 70.07 -3.28 19.3 79.0 Treasury International Capital Data (4 p.m.) September
STExQual 10.97 -0.01 1.8 7.6 ShtlncIS 8.68 -0.01 2.9 9.4 Fidelity Advisor Z: GrowIncK 36.39 -2.45 -10.7 11.8 Multimedia nr 71.51 -3.32 14.4 54.5 18 Housing Starts and Permits (8:30 a.m.) October
STGov 10.56 0.00 0.4 3.7 FedMuniUl A 10.03 0.00 0.8 4.5 CorporateBond 12.62 -0.06 7.2 NS GrStrt nr 55.91 -3.18 11.7 48.3 Pharm n 22.83 -1.11 0.9 42.8
STMuniBd 10.19 -0.01 0.9 3.3 Federated Hermes R: EmMkt Z 30.89 -0.61 8.5 21.8 GwthDiscovery n 47.89 -2.61 25.3 69.4 Retail nr 20.51 -1.46 21.8 76.7 19 Philadelphia Fed Manufacturing Index (8:30 a.m.) November
TAUSCoreEq2 19.42 -1.18 -2.5 20.1 KaufmnR r 6.82 -0.36 13.7 63.3 FloatRateHighInc 8.97 -0.06 -2.1 NS HighInc nr 8.39 -0.10 -2.5 9.2 Semiconductors r nr 13.69 -0.71 17.3 75.9
TAWldexUSCr 9.91 -0.53 -9.9 -6.9 Federated Hermes R6: GovtIncome 10.99 0.00 6.7 NS Indepndnc n 42.04 -2.37 14.9 46.3 Softwr nr 23.68 -1.77 23.2 82.2 Existing Home Sales (10:00 a.m.) October
TM IntVa 11.67 -0.74 -21.3 -21.8 FedInstHYBondL 9.57 -0.12 0.7 12.7 GrOpp 135.77 -8.87 39.4 132.6 IntBd n 11.33 -0.02 6.0 13.9 Tech nr 25.95 -1.72 35.7 87.7 U.S. Leading Indicators Index (10:00 a.m.) October
TM US Sm 38.59 -2.36 -11.1 -2.7 KaufmnSCL n 50.51 -2.89 15.4 77.5 IntCpAp 25.88 -1.12 7.2 28.8 IntGov n 10.93 -0.01 5.4 11.4 UtilGr nr 87.99 -4.44 -5.6 24.0
TM USTgtVal 28.37 -1.87 -18.9 -13.7 StrValL 4.52 -0.21 -18.4 -6.7 InvestGradeBd 8.49 -0.02 8.1 NS IntlCapiApp K6 13.99 -0.60 7.5 29.9 Fidelity Series: 23 PMI Composite Flash (9:45 a.m.) November
TMMktwdVa 27.06 -1.61 -15.0 2.5 TtlRtnBdL 11.55 -0.04 6.9 16.7 NewMktsIncFdZ 14.18 -0.11 -2.5 NS IntlDisc n 46.20 -2.50 1.7 10.2 Canada 9.77 -0.65 -13.5 -3.3
TMMttVa2 25.06 -1.48 -14.9 2.9 Fidelity: RE Income 11.00 -0.25 -9.9 NS IntlEnhIdx n 8.64 -0.51 -10.9 -8.3 FASeriesEqGroFd 17.93 -0.97 26.5 74.0 24 S&P/Case-Shiller Home Price Indices (9:00 a.m.) November
TMUSEq 35.43 -2.14 3.3 33.4 500IdxInstPrem n 113.51 -6.76 2.8 34.7 StrgInc 12.43 -0.15 1.9 NS IntlGrRet n 16.20 -0.89 1.7 23.8 HthCarZ 66.54 -3.92 9.4 NS FHFA House Price Index (9:00 a.m.) September
US CoreEq1 25.24 -1.53 -1.3 24.3 BalancedK6 11.70 -0.50 8.3 NS Fidelity Freedom: IntlScOpps nr 21.10 -0.87 2.4 20.5 IntMuni Z 10.74 0.00 2.7 NS
US CoreEq2 22.79 -1.38 -2.6 19.7 Contrafund K6 17.01 -0.99 17.6 54.2 FAFree2020I p 13.17 -0.40 2.4 18.2 IntlSmCap nr 25.28 -1.35 -10.0 -4.3 STCrFd 10.22 -0.01 3.5 10.4 Consumer Confidence (10:00 a.m.) November
US Micro 18.19 -1.20 -15.5 -7.5 EmgMktIdxInstPre n 11.07 -0.34 0.8 6.1 FAFree2025I 13.32 -0.44 2.2 18.9 IntMu n 10.72 0.00 2.6 11.0 Fiera Capital:
US Small 31.00 -1.94 -10.7 -2.2 ExtMktIdxInstPre n 66.49 -4.43 4.2 25.9 FAFree2035I 13.75 -0.64 0.5 20.1 InvGB n 8.48 -0.02 8.0 18.6 EmgMkt Inst 50.74 -0.74 3.6 1.2 25 Durable Goods Shipments and Orders (8:30 a.m.) October
US SmCpVal 27.34 -1.97 -19.9 -17.3 FidSAIEmerg 11.78 -0.44 NS NS FAFree2045A 11.40 -0.58 -0.2 18.9 InvGrBd 11.71 -0.03 7.6 18.3 First Eagle Funds:
US TgdVal 18.57 -1.30 -18.8 -13.1 FidSAIIntern 11.07 -0.57 NS NS FF2005 n 12.68 -0.19 3.5 14.9 JpnSmCo nr 16.64 -0.40 -3.4 4.5 GlbA 55.42 -2.44 -4.4 7.2 GDP (8:30 a.m) - (Second Estimate) Q3, 2020
USLCpGr 24.35 -1.50 6.5 46.3 FIDSerEmgMkt 9.65 -0.28 -1.1 NS FF2010 n 15.73 -0.31 3.3 16.0 LargeCap n 29.32 -2.00 -10.9 11.9 Gold p 26.28 -0.46 33.3 57.9
USLgVa 31.40 -1.89 -17.2 -2.6 FidSerToMarket 11.18 -0.68 3.0 NS FF2015 n 12.86 -0.33 3.0 16.8 LCapCrEIdx n 16.85 -1.01 2.4 32.8 OverseasA 22.80 -0.79 -4.8 1.5 Personal Income and Outlay (8:30 a.m) October
USLgVaIII 21.17 -1.27 -17.1 -2.2 FIDSerTresIndxFd 10.01 0.00 0.9 NS FF2020 n 16.14 -0.49 2.6 17.4 LCapGrEIdx n 25.48 -1.59 18.6 57.4 US Val A t 16.97 -0.88 -5.7 9.0 New Home Sales (10:00 a.m.) October
USSmCpGr 18.67 -1.14 -3.1 12.2 FIDZroExtMktIx n 9.48 -0.60 -6.1 NS FF2020A p 13.05 -0.39 2.2 17.3 LevCoSt n 32.80 -2.49 1.2 19.2 US Val I r 17.32 -0.91 -5.5 9.9
USSoCoreEq2 16.94 -1.03 -2.9 19.9 FIDZroLgCpIx n 11.73 -0.71 4.4 NS FF2025 n 14.30 -0.48 2.4 18.0 LgCpVHIdx n 12.07 -0.69 -11.9 6.9 FMI Funds: Michigan Consumer Sentiment (10:00 a.m.) - Final October
USSustCoreI 25.40 -1.57 2.7 33.1 Flex 500 Index 13.95 -0.83 2.8 34.8 FF2025A p 13.17 -0.45 1.9 17.9 LmtTrmMuniIncm n 10.81 0.00 2.4 7.7 IntlInvst n 27.29 -1.35 -15.7 -9.9
USVectorEq 17.00 -1.04 -12.1 0.6 FlexIntIdx 11.04 -0.55 -7.1 -0.1 FF2030 n 17.64 -0.68 1.8 18.8 LowP nr 42.45 -2.70 -8.9 7.4 LgCapInvst n 18.62 -0.95 -5.8 18.8 FOMC Minutes (2:00 p.m.)
WexUSGov 10.85 0.02 6.0 19.6 FlexUSBdIdx 10.79 -0.02 6.5 16.0 FF2035 n 14.77 -0.70 0.8 18.7 LowPriStkK r 42.41 -2.69 -8.9 7.7 FPA Funds:
WrdEXUSTARGETVAL 10.91 -0.68 -15.6 -18.0 Freedom2060K 12.18 -0.63 0.4 18.8 FF2035A t 13.61 -0.63 0.3 19.2 LowPriStkK6 10.91 -0.69 -8.7 8.6 FPACres n 31.21 -1.15 -4.9 6.7 26 US Holiday: Thanksgiving
Dodge & Cox: GlexUSIdxInstPre n 12.43 -0.62 -7.2 -0.1 FF2040 n 10.31 -0.53 0.4 18.5 LtdTmBdFd n 11.92 -0.01 4.2 11.1 NwInc n 10.00 -0.02 2.1 8.9 29 Chicago PMI (9:45 a.m.) November
Balanced n 91.83 -3.83 -6.7 10.0 GrowthCompanyK6 16.37 -1.05 42.3 NS FF2040A p 14.53 -0.74 -0.3 19.0 MagellanK 11.71 -0.65 15.0 47.7 Franklin A1:
GblStock n 10.65 -0.70 -16.2 -5.8 HighIncome C 8.39 -0.10 -2.6 NS FF2045 n 11.73 -0.61 0.3 18.4 Magin n 11.72 -0.66 14.9 47.4 AZ TF A1 p 10.88 0.00 2.0 10.7 Pending Home Sales Index (NAR) (10:00 a.m.) October
Income n 14.65 -0.05 6.7 17.1 InflPrBdIndInsPr n 10.90 -0.05 8.4 17.1 FF2050 n 11.82 -0.61 0.4 18.5 MAMun n 12.48 0.01 2.4 10.9 CA TF A1 p 7.65 0.02 2.5 13.5
Intl Stk n 34.91 -2.28 -19.9 -18.2 IntlIdxInstPrem n 38.51 -2.29 -10.4 -3.0 FrdmBlen2025 K6 10.65 -0.36 2.3 NS Manager40 n 12.33 -0.30 4.0 17.6 CAHY A1 p 11.06 0.01 1.4 13.9
Stock n 163.34 -10.77 -13.0 6.1 IntlIndex n 9.67 -0.50 -7.2 NS Free2045L 11.50 -0.59 0.0 19.8 Manager60 n 13.47 -0.49 3.5 19.6 CAInt A1 p 12.07 0.00 2.0 8.4
Domini Funds: IntrTresBdIxPrem n 11.89 -0.03 8.8 17.8 Free2050I 11.48 -0.60 -0.1 19.8 McpVl n 19.56 -0.99 -15.5 -9.9 Fed TF A1 p 12.01 0.02 2.6 11.0 Note: Some dates and times are approximations.
Intl Eq Instit 7.17 -0.39 -10.5 -10.3 LgCpGwId InstPre n 20.83 -1.30 20.1 67.6 Free2055 n 13.50 -0.70 0.3 18.4 MegaCpStk n 13.63 -0.86 -7.9 17.1 FedInt A1 p 12.21 0.01 2.5 8.0
US Equity Inv pn 27.06 -1.56 13.1 39.5 LgCpVlIdxIstPrem n 11.44 -0.67 -12.7 6.0 Free2060Investor 13.16 -0.67 0.1 21.2 MidCap n 32.44 -2.02 -6.8 12.7 FedL T TF A1 10.59 0.00 2.0 6.6
November 2, 2020 BARRON’S M25

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
EqInc t 17.55 -1.04 -9.4 9.1 GblAllocA 18.77 -0.79 -0.8 5.8 SmCapGrI r 26.69 NA NA NA FunLgCpCorI 53.47 -3.23 2.5 22.6 GlbLstInfr 13.66 -0.61 -10.9 4.6 ProBConsS 14.47 -0.28 4.2 16.0 RschI 48.65 -2.88 2.6 35.2
G FltRateA t 8.04 -0.07 -2.5 4.9 GblStrIncmA p 3.59 -0.04 -2.6 3.3 IncomeI 6.58 -0.06 3.8 12.1 IntlEq 16.71 -1.23 -9.9 -2.4 Marsico Funds: TotRI 19.54 -0.69 -0.6 15.9

Gabelli Funds:
GrOppty t
GrowAllA p
54.68
12.75
-4.15
-0.58
38.9
-0.9
84.0
15.2
GlbOppA p
Glcoreeq p
68.56
15.03
-3.93
-1.05
12.0
-4.0
32.8
5.5 J StratIncmOppI 10.94
USGlbLdrsGrwI 68.49
-0.10
-4.25
3.9 9.7
21.3 74.5
IntStrtEq r 14.00
USEQ Concen Inst 16.36
-0.98
-0.87
-8.8
-2.9
3.9
24.7
Focus pn
Mass Mutual:
24.97 -1.63 32.3 75.7 ValueI
MFS Funds Instl:
39.84 -2.27 -9.5 9.9

ABC pn 10.25 -0.07 0.4 5.9 Hlthcare 40.91 -2.15 8.5 42.3 GlGr 32.19 -1.72 2.5 18.0 JamesBalGR A n: JPMorgan A Class: Lazard Open: SelBluChipGroClI 28.94 NA NA NA IntlEq 25.73 -1.90 -7.6 8.4
Asset pn 51.40 -2.92 -6.6 11.4 MidCap A p 30.63 -1.97 0.2 27.2 GlHltCr 41.82 -2.30 -0.3 33.0 JamesBalGR A n 20.33 -0.54 -3.8 -1.9 CoreBond 12.37 NA NA NA IntlStrEq n 14.10 -0.99 -9.0 3.1 MassMutual Premier: Mondrian:
SmCapG n 43.45 -2.80 -7.5 -0.7 Muti-AstIncGw 19.61 -0.46 -1.4 10.8 GrIncA 19.34 -1.19 -16.4 -5.4 Janus Henderson: CorePlusBd p 8.76 NA NA NA Legg Mason A: CoreBdI 11.63 -0.01 5.8 16.0 IntlValEq n 11.46 NA NA NA
SmCpGrwI 44.79 -2.87 -7.3 0.1 ShtDur 10.00 -0.02 2.4 9.0 GrowAlloc p 15.29 -0.70 -3.2 9.8 Balanced C 37.46 -1.45 3.5 29.1 EmMktEq t 37.15 NA NA NA GrowFdClA 14.80 NA NA NA MassMutual Select: Morgan Stanley Fds A:
Util A p 7.40 -0.40 -9.7 4.1 TotRBdA p 11.13 -0.02 6.8 16.9 Hyld 3.78 -0.05 -2.8 6.2 Balanced S 37.88 -1.46 4.0 31.2 EqInc p 16.88 NA NA NA Legg Mason I: BlackRockGlAllCi 11.93 NA NA NA InsightA p 77.88 NA NA NA
GAMCO Funds: Hartford Funds C: HYMuA 9.80 0.03 -1.2 11.6 Balanced T n 37.96 -1.46 4.2 32.2 EqIndx p 50.25 NA NA NA IntlGrTrI 56.99 -3.49 4.6 26.6 BlChpGrR5 28.88 NA NA NA Morgan Stanley Fds I:
GwthAAA pn 80.78 -4.65 22.7 73.5 Bal IncC 14.29 -0.41 -1.5 12.0 IntlBdA p 5.41 -0.10 -0.3 4.4 Contrarian T n 23.03 -1.33 8.0 51.9 GroInc p 47.34 NA NA NA OpporTrI 32.05 -2.73 1.8 30.0 IdxEqI 18.80 -1.12 2.7 34.4 FxInOpp I 5.79 NA NA NA
Gartmore Funds: Hartford Funds I: IntlDivA 19.04 -0.95 2.4 12.2 Enterprise Inst 78.47 -4.42 -0.5 38.2 GwthAdv p 28.93 NA NA NA Longleaf Partners: IndxEqR4 n 18.20 -1.09 2.3 32.3 Insight I 87.66 NA NA NA
NationwideInstSv 24.76 NA NA NA BalIncI 14.53 -0.42 -0.7 15.4 IntlGrow 31.34 -1.65 -2.9 7.3 Enterprise T n 140.76 -7.98 0.0 37.2 Inv Bal p 15.38 NA NA NA Intl n 13.78 -0.75 -22.1 -12.4 MCGrEqIII 25.32 -1.55 6.9 40.5 Morgan Stanley Inst:
Gateway: CapAppI 38.66 -2.69 2.9 32.8 IntlGrowA p 45.87 -2.76 2.9 8.5 FlxBnd T n 11.18 -0.04 8.0 16.9 InvCon p 12.97 NA NA NA Partners n 18.27 -1.13 -10.0 -12.2 MCpGrEqIIS 25.02 -1.52 6.8 40.2 CapGrI 87.56 NA NA NA
GatewayA 34.20 -1.04 -0.7 6.6 DivGthI 24.12 -1.44 -7.3 17.1 IntlSmCoA 51.69 -2.51 7.2 27.6 Forty S 43.56 -2.83 21.3 70.2 InvG&I p 17.50 NA NA NA Sm-Cap n 21.35 -1.36 -12.0 0.1 PIMCITRetI 10.76 -0.01 7.4 17.7 CapGrP p 82.18 NA NA NA
GE Elfun/S&S: EmrgMktEqInv r 17.22 -0.61 3.8 11.2 IntTMIA p 11.23 0.00 0.9 9.4 GlbEqIncA 5.70 -0.33 -13.8 -10.0 InvGrwt p 20.84 NA NA NA Loomis Sayles Fds: Matthews Asian Funds: CorPlusFxdIncI 11.86 NA NA NA
RSPIncm n 12.27 -0.03 6.0 15.4 EqIncI 17.44 -1.03 -9.2 10.0 InvescoFd p 27.85 -1.41 33.2 77.3 GlbResch T nr 85.70 -5.12 1.8 26.3 LgCpGwth p 55.88 NA NA NA HiInc 6.00 -0.11 -3.8 3.6 AsiaDivInv nr 19.77 -0.43 14.7 17.1 Discovery I 39.79 NA NA NA
RSPUSEq n 61.91 -3.63 8.0 42.4 FltRateI 8.03 -0.07 -2.3 5.8 InvGloblFdA 101.84 -6.72 6.2 25.1 GblResh Inst 54.08 -3.22 1.7 26.8 MdCpGrw p 40.89 NA NA NA LSBondI 12.98 -0.21 -3.6 5.3 AsiaGroInv nr 33.20 -0.68 18.1 33.3 DiscoveryA p p 31.16 NA NA NA
Tax Ex n 11.47 0.00 2.4 11.1 GrowOppI t 58.53 -4.45 39.2 85.4 LmtdTrmMunInc p 11.49 0.00 2.5 7.2 GlLifeSci T nr 65.76 -3.35 7.8 47.3 MdCpVal p 32.78 NA NA NA LSBondR pn 12.91 -0.20 -3.8 4.5 Asian G&I Inv nr 15.83 -0.47 1.4 10.1 GloFranI t 29.12 -1.73 2.1 36.7
Trusts n 67.31 -3.66 8.3 47.0 InterValue 11.40 -0.78 -24.2 -24.2 MnStFndA 48.70 -2.82 1.2 26.9 GlTech T nr 50.72 -2.83 31.1 95.0 Sm Cap p 49.77 NA NA NA LSCorBndA p 14.01 -0.06 7.9 17.0 ChinaInv n 25.39 -0.20 32.8 46.9 IntlEqI 13.49 -0.95 -8.5 -2.4
GMO Trust Class III: IntlAlphaInv p 13.71 -0.83 3.7 15.8 MnStOpA p 20.46 -1.23 4.8 27.9 Grw&Inc T n 57.71 -3.64 -4.6 26.1 SmCapGrw p 22.10 NA NA NA LSFixIncl 13.11 -0.18 -1.6 9.2 IndiaInv nr 22.67 -0.66 -2.6 -7.5 MorganStanleyPathway:
EmgCntryDt r 26.13 NA NA NA MidCap 31.87 -2.04 0.4 28.2 MnStSmCpA p 23.50 -1.36 -6.8 12.2 MdCpVal T n 13.70 -0.71 -15.1 -1.2 SR2020 p 17.68 NA NA NA LSStrIncA p 13.42 -0.21 -4.8 3.1 JapanInv nr 24.06 -0.38 11.9 17.4 CoreFxIcm n 8.70 -0.04 6.5 16.7
Quality 24.02 -1.70 0.5 36.9 MunOpptI 8.94 0.01 2.4 12.6 ModInvA 11.49 -0.41 -0.8 13.3 Resh T n 58.00 -3.52 16.4 58.5 SR2030 p 19.02 NA NA NA SmCpGI 28.99 -1.44 9.2 42.6 PacTigerInv nr 31.70 -0.55 10.3 16.5 EmgMkt n 14.71 -0.49 -5.6 -1.1
GMO Trust Class IV: StrInc 9.04 -0.10 6.8 18.3 MunInA 13.37 0.01 1.2 11.0 SCVal T n 17.70 -0.93 -23.1 -12.3 SR2040A p 21.16 NA NA NA Lord Abbett A: Merger Fd pn: LgCapEq n 20.49 -1.28 1.9 31.0
EmgCntrDt 26.09 NA NA NA WorldBond 10.68 0.00 1.3 9.8 QualityIncomeA 11.92 -0.02 4.8 11.0 Venture T n 85.27 -4.83 5.0 31.5 USEquity 17.55 NA NA NA Affiltd p 13.29 -0.76 -14.3 4.5 Merger Fd pn 17.53 0.03 2.1 15.9 Sm-MdCapEq nr 17.77 -1.03 -2.4 16.5
IntlEq 19.71 -1.25 -10.4 -9.7 Hartford Funds Y: RchHiYldMuniA 7.66 0.00 0.9 26.1 Jensen I : ValAdv t 30.35 NA NA NA BdDeb p 8.01 -0.08 1.9 12.0 Meridian Funds: Munder Funds:
Quality 24.08 -1.69 0.6 37.1 DiscpEq 36.60 -2.15 3.3 42.5 RealEst p 16.86 -0.91 -17.2 2.6 Jensen I 53.26 -3.17 3.9 42.4 JPMorgan C Class: CalibrDivGr 16.20 -0.91 2.1 30.0 Growth n 40.28 -1.59 3.9 30.3 MndrIntlSmCpInv r 14.06 NA NA NA
GMO Trust Class VI: DivGthY 24.95 -1.49 -7.2 17.2 RisingDivA 20.52 -1.23 -0.2 24.4 JensenQualGrJ n: InvBal p 15.10 NA NA NA CoreFxdInc p 11.56 -0.02 6.3 14.3 Value n 34.66 -1.77 -2.0 20.5 Mutual Series:
EmgMkts r 31.55 NA NA NA IntOppY 17.55 -0.80 1.9 6.8 RochAMTFrMuni 7.64 0.00 3.8 25.4 JensenQualGrJ n 53.27 -3.17 3.7 41.3 InvConsvGr t 12.90 NA NA NA DevGt p 27.22 -1.40 38.7 102.7 Metropolitan West: BeacnZ n 13.46 -0.83 -17.3 -2.1
Quality 24.03 -1.70 0.6 37.3 MidCapY 38.02 -2.45 0.5 28.4 RochCAMuni 8.99 0.00 3.2 21.7 John Hancock: JPMorgan Funds: FloatRt p 8.01 -0.07 -5.8 1.5 IntmBdI 11.08 NA NA NA GlbDiscA 23.61 -1.44 -22.0 -12.5
Goldman Sachs A: Hartford HLS Fds IA: RochLmtTrNYMuni p 3.02 0.01 1.1 18.5 500Index1 37.41 -3.71 2.6 33.6 Fl EmMktEq L 38.37 NA NA NA FundlEq p 10.56 -0.62 -11.8 3.7 LowDurBdI 8.89 NA NA NA GlbDiscC t 23.42 -1.43 -22.5 -14.5
CapGr 25.48 -1.56 5.6 40.6 Balanced 28.98 -1.26 0.2 20.5 RochPAMuni 11.23 0.00 2.3 26.1 BondI 16.66 -0.07 6.2 16.5 MdCpVal L 33.71 NA NA NA HiYldA t 7.03 -0.09 -1.8 7.7 TotRetBd n 11.58 NA NA NA GlbDiscz n 24.19 -1.47 -21.8 -11.8
HYMuni p 10.01 0.01 0.0 17.5 CapApp 45.67 -3.05 3.6 31.1 RoMu A p 16.52 0.03 1.3 24.9 BondR6 16.69 -0.07 6.4 16.9 USEquity L 17.64 NA NA NA HYMuniBd p 12.09 0.01 -1.2 15.8 TotRetBdI 11.57 NA NA NA QuestA t 11.75 -0.39 -15.0 -9.9
Muni 16.18 0.01 0.4 11.5 DiscEqui 15.22 -0.90 3.0 41.6 SenFltRtA 6.59 -0.03 -8.7 -6.6 CapApprNAV 20.83 -1.55 32.3 79.7 JPMorgan I Class: IncomeA p 2.92 -0.02 3.5 14.4 TRBdPlan 10.89 NA NA NA QuestZ n 11.96 -0.40 -14.8 -9.3
Goldman Sachs Inst: Div&Grwth 19.33 -1.17 -7.7 17.0 ShortTerm p 8.63 -0.01 2.3 8.0 ClassicVal I 24.06 -1.38 -26.5 -19.3 CoreBond 12.36 NA NA NA IntrTxFr 11.07 0.00 1.2 10.3 UnconstrBdI 11.90 NA NA NA SharesZ n 21.57 -1.26 -20.1 -8.1
EmgMEq 25.54 -0.65 10.4 18.2 IntlOpp 16.52 -0.76 1.6 6.8 SmCpGr 41.74 -2.48 22.9 44.9 DispVal I 17.64 -1.00 -14.9 -1.0 CorePlusBd 8.76 NA NA NA MidCapStk 24.39 -1.44 -14.7 -8.6 MFS Funds Class A:
Gr
HYMuni
39.16
10.02
-2.32
0.02
16.8
0.3
49.9
18.7
MidCap
SmCpGrwth
35.43
30.00
-2.28
-1.61
0.6
4.7
28.6
30.1
SP IncomeA
Tech p
2.45
63.89
-0.23
-3.78
-39.4
28.2
-38.7
72.5
DispValMdCpR6 19.59
DispValR6 17.69
-1.20
-1.00
-12.0
-14.8
1.8
-0.6
EmMktEq I
EqInc
38.06
17.20
NA
NA
NA
NA
NA
NA
MultiAstBalOppty 12.04
MultiAstInc 15.40
-0.46
-0.40
4.3
2.5
16.9
12.6
AgGrAlA p
BondA p
25.18
15.51
-1.34
-0.05
0.2
7.7
24.9
19.9
N
Int 11.76 -0.69 -9.5 -7.7 Stock 85.36 -5.26 -1.3 36.1 Invesco Funds C: GblShrhYldI 9.67 -0.58 -14.7 -4.1 EqIndx 50.32 NA NA NA ShDurTxFr 15.77 0.00 1.0 5.8 CoEqyA 36.02 -2.07 3.0 36.1 Nationwide Fds R6:
Muni 16.17 0.01 0.7 12.7 TotRetBd 11.73 -0.02 6.8 17.7 EqWtdC 56.95 -3.50 -6.3 14.7 IntlGrwI 32.32 -1.30 7.4 24.0 GrAdv r 30.13 NA NA NA ShtDurIncmA p 4.17 -0.01 1.5 8.2 ConAllA p 16.67 -0.39 3.9 19.7 BdIdxR6 11.74 NA NA NA
ShDuTF 10.78 0.00 1.6 7.6 UltraShBd 10.09 0.00 1.4 6.0 RchHiYldMunC 7.63 0.00 0.4 23.7 MdCpIdxI 17.55 -3.57 -6.9 8.0 GvBd 11.27 NA NA NA TaxFr p 11.64 0.01 1.1 12.6 Growth A p 139.62 -8.17 17.4 68.7 IntIdxR6 7.18 NA NA NA
SmCapVa 44.23 -2.67 -19.2 -10.8 Heartland Funds: SenFltRtC 6.59 -0.03 -9.4 -8.7 Science&TechI 34.82 -6.18 30.9 83.2 HighYld 6.80 NA NA NA TotRet p 10.75 -0.03 4.9 12.8 GlEqA 45.22 -3.12 -4.7 15.6 Nationwide Fds Serv:
Gotham: Val Inv n 35.28 NA NA NA TEHYC 9.77 0.03 -1.8 9.2 TotalStkMktIdxI 22.39 -4.02 3.5 32.1 IntlEqIndx 16.18 NA NA NA ValOpps p 16.97 -0.90 -3.5 7.7 GlTotA p 17.90 -0.65 -2.3 9.6 IDAggr p 8.43 NA NA NA
AbsRt Inst 13.94 -0.48 -10.1 -0.9 Hennessy Funds: Invesco Funds Instl: VolBalSrs1 10.93 -1.00 -6.6 6.9 IntmdTFBd 11.13 NA NA NA Lord Abbett C: GrAllA p 22.09 -0.98 1.2 23.6 IDMod p 9.07 NA NA NA
Guggenheim Funds Tru: FocInv 71.68 -6.49 -9.8 13.3 IntlGrow 32.02 -1.68 -2.6 8.4 VolGrw1 11.09 -1.17 -10.7 2.6 LgCpGwth 56.94 NA NA NA BdDeb 8.03 -0.08 1.2 9.9 GvScA p 10.37 -0.01 5.9 12.8 IDModAggr p 8.83 NA NA NA
FloRaStraFdInst 24.04 -0.13 -1.7 5.7 GasUtilIndInv 24.08 -1.05 -14.1 -1.7 SmCpGr 48.84 -2.90 23.2 46.5 John Hancock Class 1: MdCpGrw 48.43 NA NA NA FloatRt p 8.02 -0.07 -6.2 -0.3 HiInA p 3.33 -0.04 0.0 10.6 Natixis Funds:
MacOppFdClInstl 26.33 -0.24 5.9 9.7 JapanInst 44.19 -0.37 11.9 32.7 Invesco Funds P: BlueChipGrw 52.97 -3.29 21.2 63.9 MdCpVal 33.22 NA NA NA ShtDurIncmC t 4.20 0.00 1.0 6.5 IntGrA t 36.81 -2.20 -0.5 18.6 InvGradeBdA p 11.83 -0.06 7.6 17.0
TotRtnBdFdClInst 29.60 -0.12 11.5 19.0 Homestead Funds: Summit P pn 26.80 -1.70 21.3 66.9 CapAppr 20.75 -1.54 32.3 79.5 MtgBckd 11.61 NA NA NA Lord Abbett F: IntlDvFdA t 20.49 -1.06 -1.8 13.6 InvGradeBdY 11.84 -0.06 7.8 17.8
TotRtnBondFdClA 29.57 -0.12 11.2 18.0 ShtTmBd n 5.42 0.00 4.6 10.6 Invesco Funds Y: LSAggr 14.43 -0.80 0.9 17.7 ShtDurBnd 11.14 NA NA NA BdDeb 7.99 -0.09 1.8 12.2 IntlIntVA t 47.83 -2.36 5.4 23.9 LSGrowthY 21.68 -1.34 18.2 56.5
GuideMark Funds: Value n 46.48 -2.63 -7.4 16.7 BalancedRiskAllY n 10.33 -0.35 -2.3 7.4 LSBalncd 14.35 -0.52 2.7 16.8 SmCap 58.55 NA NA NA FloatRt p 8.00 -0.07 -5.7 1.8 IntNwDA p 33.07 -1.53 -4.9 9.0 USEqOppsA 37.13 -2.20 4.5 31.9
LgCpCorServ pn 21.37 -1.30 4.2 32.3 Hotchkis and Wiley: DevMktY n 45.21 -1.81 -0.9 11.5 LSConserv 13.20 -0.20 3.7 13.2 SmCapGrw 25.01 NA NA NA HiYld p 7.02 -0.09 -1.8 8.0 LtdMA p 6.10 0.00 3.5 9.3 Neuberger Berman Fds:
GuideStone Funds: HiYldI 10.49 -0.18 -4.4 1.9 DiscovY n 118.90 -5.89 25.4 73.3 LSGwth 14.57 -0.68 1.8 17.2 SR2030 I 19.08 NA NA NA HYMuniBd 12.10 0.01 -1.1 16.1 MCapA 24.34 -1.30 15.8 63.8 EmgMktInst 20.01 -0.69 -2.7 0.7
AggrAllGS4 n 11.83 NA NA NA EqWtdY n 60.70 -3.72 -5.5 18.2 LSModer 13.43 -0.35 2.9 14.8 TxAwEq 41.04 NA NA NA Income 2.92 -0.02 3.5 14.7 MCpValA p 21.80 -1.29 -12.0 5.7 EqIncInst 12.03 -0.50 -7.4 9.5
BalAllGS4 n
EqindxGS2
12.40
36.45
NA
NA
NA
NA
NA
NA
I GlblOppY n
GloblY n
70.00
102.29
-4.00
-6.74
12.2
6.4
33.8
26.0
MidCapStock 28.25
RetCho2025 12.62
-2.15
-0.27
37.9
3.3
90.5
16.0
USEquity 17.61
USLgCpCorPls 27.24
NA
NA
NA
NA
NA
NA
IntrTxFr
NatlTxF p
11.07
11.63
0.01
0.00
1.3
1.2
10.6
12.9
MIGA p
MITA p
35.24
32.38
-2.02
-1.95
7.0
-0.6
57.8
29.0
GenesInst
HiIncBdInst
62.08
8.34
-3.16
-0.11
6.1
0.6
34.1
11.5
EqIndxGS4 n 36.43 NA NA NA ICM Small Company: IntGrowY n 45.63 -2.74 3.1 9.3 RetCho2030 13.22 -0.42 2.7 17.6 USRechEnhEq 28.71 NA NA NA ShtDurIncm 4.17 0.00 1.6 8.8 ModAllA p 19.03 -0.65 3.0 22.4 IntrinsicValInst 14.78 -0.76 -5.3 8.1
GrAllGS4 n 12.31 NA NA NA ICMSmCo 23.79 -1.61 -17.8 -8.6 IntlBdY n 5.41 -0.09 -0.1 5.2 RetCho2035 13.38 -0.54 1.7 18.1 ValAdv 30.56 NA NA NA ShtDurTxF p 15.77 0.00 1.1 6.1 MuHiA 8.21 0.00 -0.6 12.3 LgShInst 16.00 -0.48 8.7 22.4
GrEqGS2 31.50 NA NA NA IFP US Equity Fund: IntlSmCoY n 51.29 -2.49 7.4 28.5 RetCho2040R4 13.45 -0.60 1.1 18.3 JPMorgan Inst Class: TotRet 10.75 -0.03 5.0 13.1 MuInA p 8.88 0.00 0.9 11.1 MidCapGroR6 18.88 -1.05 19.4 57.8
GrEqGS4 n 31.21 NA NA NA IFP US EquityFd 18.84 -1.06 1.6 33.9 RocMuniY n 16.52 0.02 1.5 25.7 RetCho2045 13.57 -0.63 0.9 18.5 ValAdv L 30.60 NA NA NA Lord Abbett I: MuLtA 8.31 0.00 1.8 8.4 MultCpOptyInst 16.28 -1.07 -3.8 23.7
IntEqGS2 12.33 NA NA NA INVESCO A Shares: Sel40Y n 3.68 -0.28 -41.1 -41.8 RetCho2050R4 12.06 -0.58 0.8 18.6 JPMorgan R Class: BdDebentr 7.96 -0.08 1.9 12.5 NewDA t 32.62 -1.95 17.0 70.3 StrIncInst 10.97 -0.08 2.2 11.0
LowDurGS2 13.63 NA NA NA AmValA 28.99 -1.76 -16.1 -4.2 CoreBdY n 7.00 -0.01 7.7 17.9 RetLiv2020 9.77 -0.31 2.6 16.6 CoreBond 12.38 NA NA NA DevlpGro 33.97 -1.74 38.9 104.2 ReInA p 19.03 -1.02 -3.6 9.5 SustainableEqIns 38.38 -1.86 2.1 27.5
MedDurGS2 15.85 NA NA NA Invesco Fds Investor: IVA Funds: RetLiv2025 10.39 -0.40 2.8 17.9 CorePlusBd 8.77 NA NA NA FloatRt 8.02 -0.07 -5.5 2.3 RetBdA t 11.44 -0.03 6.3 15.7 Neuberger Berman Inv:
ValEqGS2 16.47 NA NA NA DivrsDiv n 17.82 -0.93 -12.4 3.8 Intl I r 13.55 -0.52 -14.7 -13.5 RetLiv2030 10.65 -0.47 2.8 19.0 HighYld r 6.81 NA NA NA HiYld 7.06 -0.09 -1.6 8.4 RschA p 47.26 -2.79 2.4 34.2 Focus n 27.36 -1.91 8.4 30.4
GlHltCr pn 41.83 -2.30 -0.3 33.0 WorldwideA t 14.74 -0.56 -11.5 -6.4 RetLiv2035 11.02 -0.53 2.7 19.5 LimDurBd 10.18 NA NA NA ShtDurInc p 4.17 0.00 1.7 9.1 TechA p 59.91 -3.77 27.1 76.9 Genes n 62.14 -3.17 6.0 33.4
H Tech n
Invesco Funds A:
63.64 -3.76 28.3 73.0 WorldwideI r
Ivy Funds:
14.82 -0.56 -11.3 -5.6 RetLiv2040
RetLiv2045
11.10
10.86
-0.58
-0.58
2.7
2.6
20.1
20.3
MtgBckd
ShtDurBnd
11.61
11.14
NA
NA
NA
NA
NA
NA
LSVValEq :
LSVValEq 22.35 -1.47 -18.6 -8.3
TotRA p
UtilA p
19.55
21.65
-0.69
-0.97
-0.8
-3.5
15.1
21.1
Guard n
IntlEqInst r
22.31
13.30
-1.39
-0.86
18.3
-3.2
58.7
6.5
Harbor Funds: 500InxA p 35.16 -2.10 2.3 32.6 AssetStrA p 21.49 NA NA NA John Hancock Funds A: SmCpEqR5 58.79 NA NA NA ValueA p 39.60 -2.26 -9.7 9.1 LCVal n 29.19 -1.51 -9.7 14.8
Bond
CapApInst
12.36
99.18
-0.02
-7.38
7.4
30.9
16.2
78.1
ActiveAllA
AMTFrNY p
14.27
11.61
-0.67
0.03
-2.7
-0.4
11.4
17.6
AssetStr I r
BalancedA p
21.83
24.60
NA
NA
NA
NA
NA
NA
BalA
BondA p
22.51
16.66
-0.74
-0.07
6.4
6.0
26.3
15.5
SmCpVal
USEqR5
21.36
17.65
NA
NA
NA
NA
NA
NA M MFS Funds Class C:
ConAllC p 16.40 -0.39 3.3 17.0
MdCpGrInv n 18.71
Neuberger Berman Tr:
-1.04 19.2 56.4
CapApInv pn 94.19 -7.01 30.5 76.1 BalancedRiskAllA 10.12 -0.34 -2.5 6.5 CoreEqA t 15.19 NA NA NA DispVal 18.26 -1.03 -15.1 -1.7 USRechEnhEq 28.68 NA NA NA MainStay Fds A: GrAllC p 21.55 -0.96 0.6 20.9 Genes n 62.11 -3.16 5.9 33.1
IntlGr r 19.09 -0.86 12.4 26.6 CapApprA p 65.53 -4.26 17.8 56.2 EmgMktEqFdI 24.90 NA NA NA DispValMdCp 18.71 -1.15 -12.3 0.7 JPMorgan R5 Class: ConvtA 21.26 NA NA NA Growth C t 108.59 -6.38 16.7 64.9 GenesisFdR6 62.05 -3.16 6.2 34.5
IntlInst r 36.64 -2.03 -8.6 -5.0 Chart 15.99 -0.93 0.4 20.6 GlGrFundClA p 49.37 NA NA NA FunLgCpCorA p 50.84 -3.07 2.2 21.7 SR2020 R5 17.78 NA NA NA HiYldBdA 5.44 NA NA NA ModAllC p 18.64 -0.64 2.3 19.7 New Covenant Funds:
LgCpValue 17.11 -0.95 -1.3 23.7 CmstA 19.92 -1.20 -19.1 -6.3 HiIncA p 6.60 NA NA NA InvGrBdA 11.15 -0.03 6.3 15.3 SR2030 R5 19.14 NA NA NA IncBldr 18.61 -0.64 -3.4 9.2 TotRC t 19.70 -0.68 -1.3 12.7 Growth n 46.03 -2.76 3.1 31.7
SmCpGwth 15.84 -0.95 13.7 53.7 CoreBdA p 7.05 -0.01 7.6 16.9 HiIncI r 6.60 NA NA NA IntlGrw 32.19 -1.29 7.2 22.9 SR2040 R5 21.30 NA NA NA LgCpGrA p 11.08 -0.70 20.7 70.9 ValueC t 39.15 -2.24 -10.2 6.7 Nicholas Group:
SmCpValInst 31.63 -1.99 -9.4 0.9 CpBdA 7.84 -0.05 6.1 18.0 IntlCorEqI r 15.89 NA NA NA LifeAggr 14.47 -0.81 0.6 16.5 SRIncome R5 16.77 NA NA NA TxFrBdA 10.43 NA NA NA MFS Funds Class I: Nch II I 28.29 -1.56 -0.1 35.2
Harding Loevner: DevMkt 38.27 -1.45 -0.7 8.9 LgCpGwthA p 27.99 NA NA NA LifeBal 14.46 -0.52 2.4 15.5 JPMorgan Select Cls: MainStay Fds I: BondI 15.49 -0.05 7.9 20.7 Nich n 70.78 -4.09 4.2 41.2
EmgMktsAdv n 55.48 -2.13 -6.3 0.1 DevMktA 45.84 -1.84 -1.1 10.7 LgCpGwthl r 29.92 NA NA NA LifeConsv 13.23 -0.19 3.4 12.0 SmCpGrL 25.95 NA NA NA EpochGlb r 15.89 NA NA NA Growth I 149.58 -8.76 17.6 69.9 Northern Funds:
IntlEq 23.76 -1.59 -0.2 10.9 DiscFdA p 101.91 -5.05 25.1 72.1 LtdTrmI r 11.08 NA NA NA LifeGrw 14.61 -0.69 1.5 15.9 MacKaySTMuni 9.68 NA NA NA IntNwDI 34.16 -1.58 -4.7 9.8 ActMIntlEq nr 10.16 -0.68 -7.8 1.0
Hartford Funds A:
BalIncA 14.53 -0.41 -0.9 14.6
DisMdCpGrA 26.65
DivIncm p 20.68
-1.82
-1.01
18.3
-9.8
57.9
2.0
MidCapI
MdCpGwthA p 34.38
37.74 NA
NA
NA
NA
NA
NA
LifeMod
StrIncA p
13.52
6.59
-0.34
-0.06
2.7
3.5
13.6
11.0
L S&P500IdxA
TRBd
46.38
11.36
NA NA NA
-0.06 6.7 15.6
MCapI
MCpValI
25.98
22.41
-1.38
-1.32
16.0
-11.8
65.0
6.5
BdIdx n
CAIntTxEx n
11.21
10.96
-0.01
0.00
6.2
2.8
15.4
10.6
CapAppA p 38.39 -2.68 2.6 31.7 DivrsDiv p 17.82 -0.94 -12.4 3.6 MuniHighIncA t 4.97 NA NA NA USGlobLdrs 62.60 -3.89 21.0 73.3 Laudus Funds: Mairs&Power: MIGI p 36.45 -2.08 7.2 59.0 EmMktsEqIdx nr 12.41 NA NA NA
Chks&Bal p 9.42 -0.41 1.1 22.3 EqIncA 9.57 -0.43 -5.8 5.4 ScTechA p 83.05 NA NA NA John Hancock Instl: USLgCpGr nr 27.10 -1.78 21.9 69.3 MairsPwrBal n 97.36 -3.88 -0.8 19.6 MITI 31.35 -1.88 -0.4 29.9 FixIn n 10.69 -0.03 5.5 14.7
DiscpEqA p 36.04 -2.12 3.1 41.2 EqInvA 15.32 -0.81 -3.3 9.8 ScTechI r 93.97 NA NA NA BalancedI 22.49 -0.73 6.7 27.5 Lazard Instl: MairsPwrGr n 127.37 -7.89 0.8 29.7 ReInT t 19.76 -1.05 -3.5 10.3 GlbREIdx nr 8.80 -0.44 -20.8 -5.1
DivGth A p 24.26 -1.44 -7.5 16.2 EqWtdA p 59.98 -3.69 -5.6 17.3 SmCapGrA t 19.09 NA NA NA DispValMCI 19.58 -1.20 -12.1 1.5 EmgMktEq 14.68 -0.85 -19.4 -18.3 Manning & Napier Fds: RetBdI 11.45 -0.02 6.5 16.3 HiYFxInc n 6.33 -0.10 -1.8 9.9

Short Interest

NYSE Short Interest Fell 0.45% Nasdaq Shorts Drop 2%

S A
HORT INTEREST ON THE NEW YORK Oct. 15, from a revised 433,675,049, as of Sept. S OF OCT. 15, OVERALL NASDAQ The short-interest ratio was 3.2 days, versus
Stock Exchange fell 0.45%, to 30. The short-interest ratio increased to 1.6 short interest fell 2%, to 2.8 days for the previous reporting period.
13,632,872,976 shares, as of Oct. 15, days, from a revised 1.8 in the prior period. 9,571,138,240 shares, compared Short interest on the Nasdaq Capital Mar-
from a revised 13,693,898,590 on Sept. The top three shorts on the NYSE: with 9,760,325,219 on Sept. 30. kets declined 5%, to 1,309,811,101 shares in
30. The short-interest ratio rose to 3.6 days, SPDR S&P 500 ETF Trust (ticker: SPY), The short-interest ratio was 2.49 days, versus 1,150 securities, versus 1,380,699,724 in 1,135
versus 3.1 days on Sept. 30. The ratio is calcu- Macy’s (M) and AT&T (T). The top three on 2.48 in the preceding reporting period. on Sept. 30. The short-interest ratio remained
lated by dividing the number of shares sold the NYSE MKT: Senseonics (SENS), On the Nasdaq Global Markets, short in- the same at 1 day. The top three shorts in the
short by the average total traded each day. GlobalStar (GSAT) and Northern Dynasty terest decreased 1.4%, to 8,261,327,139 shares period: Sirius XM (ticker: SIRI), American
Short interest on the NYSE American Ex- and Minerals (NAK). in 2,517 securities. That’s down from Airlines (AAL), and Opko Health (OPK).
change rose 2.2%, to 443,19,568 shares, as of —MICHAEL T. KOKOSZKA 8,379,625,495 in 2,499 securities on Sept. 30. —MICHAEL T. KOKOSZKA
M26 BARRON’S November 2, 2020

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
HiYMuni n 8.64 0.00 0.1 10.5 HiYld 8.71 -0.10 0.3 12.2 InstSmCap 26.58 -1.25 3.8 38.6 GeorgePutBal 21.62 -0.80 5.1 29.0 Sterling Capital Fds: LCIdx2025Inst 19.57 -0.66 3.1 20.6 S&PIdx n 46.08 NA NA NA CAITAdml n 12.23 0.01 3.1 11.8
IntlEqIdx nr 11.46 NA NA NA HiYldMuniBd 9.34 0.01 1.7 16.9 IntDis n 79.63 -3.77 16.5 25.4 GlblEqty p 16.77 -1.01 -3.7 10.6 SmCap 65.75 -3.70 -17.0 -9.4 LCIdx2035Inst 21.60 -0.92 2.0 21.8 SciTech n 30.74 NA NA NA CALTAdml n 12.67 0.02 3.3 14.2
IntTxExpt n 10.88 NA NA NA IntlBdUnhedged r 10.04 -0.12 4.8 10.0 IntEqIdx nr 12.81 -0.76 -9.5 -3.7 GlbHlthCare p 57.89 -2.93 2.7 33.5 TotRetBdI 11.32 -0.02 7.0 17.3 LCIdx2040Inst 22.27 -1.05 1.4 22.2 ShtT n 10.53 NA NA NA CapOpAdml nr 162.93 -9.65 3.3 31.9
MidCpIdx n 18.04 -1.09 -6.7 9.0 IntlBdUSH 11.04 0.02 4.7 15.7 IntlBond n 9.42 -0.12 5.8 12.3 GrOpp p 47.88 -3.19 22.5 75.2 LCIdx2045Inst 22.38 -1.15 0.9 22.3 ShtTBdA n 9.31 NA NA NA CoStIxAd nr 78.57 -4.08 0.6 27.1
ShIntTaxFr n
SmCapIdx n
10.60
12.32
NA
-0.81
NA
-7.0
NA
6.9
InvGrdCrBd
LgTmRlRt
11.02
10.63
NA
NA
NA
NA
NA
NA
IntlStk n
IntlValEq n
18.09
11.54
-0.91
-0.79
-3.0
-18.7
9.2
-18.6
HiYld A p
Incm p
5.67
7.31
-0.06
0.00
0.3
4.5
10.4
17.5 T LifeStkIdx 28.28 -1.71
LrgCpGrIdxInst 43.65 -2.73
3.1
20.1
33.2
67.6
SmCpStk n
TarRet2020 n
15.63
11.90
NA
NA
NA
NA
NA
NA
DivAppIdxAdm n
EMAdmr n
34.10
36.57
-2.04
-1.03
2.2
0.5
37.5
7.4
SmCpVal n 16.25 -1.08 -21.1 -15.9 LgTrmCrdtBd 13.33 NA NA NA Japan n 17.75 -0.51 15.6 33.3 IntlEq p 22.70 -1.39 -7.2 -4.0 TCU ShtDur : LrgCpGrIdxRet 43.91 -2.75 19.8 66.4 TarRet2030 n 12.35 NA NA NA EnergyAdml nr 51.25 -3.27 -42.3 -42.4
StkIdx n 37.51 -2.23 2.7 34.3 LngDurTotRtrn 11.85 NA NA NA MCapVal n 25.67 -1.51 -8.2 3.0 NYTx p 8.64 0.01 0.9 9.6 TCU ShtDur 9.88 0.00 3.5 9.2 LrgCpGrInst 27.14 -1.79 24.2 67.9 TarRet2040 n 12.20 NA NA NA EqIncAdml n 69.32 -3.97 -10.7 10.4
TxExpt n 10.95 NA NA NA LowDur 9.92 -0.01 2.9 8.1 MCEqGr 64.42 -3.79 5.4 40.9 ShtDurBd 10.21 -0.01 2.3 9.4 TCW Funds: LrgCpVl IdxInst 17.72 -1.03 -12.7 5.9 TarRet2050 n 12.45 NA NA NA EuropeAdml n 62.01 -4.88 -13.6 -6.6
Nuveen Cl A: LowDurInc r 8.45 -0.03 1.4 10.3 MD Bond n 10.88 0.03 1.5 10.4 StDurInc 10.09 0.00 1.3 6.2 CoreFxInc n 12.00 NA NA NA LrgCpVl IdxRet 18.03 -1.04 -12.8 5.1 VA Bd n 11.52 NA NA NA ExplrAdml n 102.82 -5.83 5.8 42.5
AAMunBd p 11.78 0.01 1.7 12.3 LTUSG 7.63 NA NA NA MidCap n 100.91 -5.86 5.9 39.9 SustainLdrsFd p 106.56 -6.44 13.1 56.1 EmMktInc n 7.98 NA NA NA LrgCpVl Inst 16.01 -0.94 -13.0 0.4 ValueFd n 13.56 NA NA NA ExtndAdml n 98.83 -6.59 4.2 25.9
CAMunBd p 11.48 0.02 2.7 12.0 ModDur 10.90 NA NA NA N Asia n 22.07 -0.47 13.3 26.1 TFHY 12.55 0.01 0.4 12.4 SelEqtyI n 34.95 NA NA NA MdCpGrInst 25.15 -1.63 18.1 50.7 WldGr n 25.35 NA NA NA GNMAAdml n 10.72 0.00 3.3 10.5
HiYldMuBd p 16.75 -0.04 -3.0 12.5 MortgOppBd 10.94 0.01 3.7 10.7 N Inc n 9.86 -0.02 3.7 13.0 TxEx p 8.64 0.01 1.6 11.6 TotRetBondI n 10.48 NA NA NA MdCpVl Inst 14.40 -0.81 -19.6 -9.5 GroIncAdml n 86.09 -5.05 2.2 32.1
IntDMunBd p
LtdMnBd p
9.45
11.23
-0.01
-0.02
1.8
1.7
10.8
8.2
RAEFndmtlAdvPLUS 8.42
RAEPlusEMG 8.36
NA
NA
NA
NA
NA
NA
NAmer n
New Era n
67.62
27.39
-4.51
-1.77
23.5
-20.4
73.4
-18.1
MtgSec p 12.09
Putnam Funds Class Y:
0.02 -4.1 6.4 TCW Funds N:
TotRetBdN pn 10.80 NA NA NA
QuantSmCpEqInst 14.40 -1.01
RealSecInst 15.92 -0.78
-13.0
-9.1
-1.9
18.0 V GrwthAdml n
HltClxAd nr
113.45
99.15
-7.16
-5.79
21.7
4.3
67.2
37.5
NYMunBd p 10.97 0.02 0.5 9.1 RealRtnI 12.18 NA NA NA NHoriz n 80.68 -4.06 35.9 100.6 EqInc 23.47 -1.27 -10.0 12.7 Templeton Class A: S&P500IdxInst 36.35 -2.17 2.7 34.6 VALIC: HlthCareAdml nr 87.47 -4.93 2.5 30.5
Nuveen Cl I: RERRStg 7.51 NA NA NA OverS SF nr 10.07 -0.67 -10.0 -4.2 GrOpp Y 50.36 -3.36 22.8 76.5 TGlTotRA 9.99 0.08 -6.5 -3.9 S&P500IdxRet 36.06 -2.14 2.6 33.6 CoreBd 11.89 -0.03 6.1 15.2 HYCorAdml nr 5.78 -0.06 1.1 13.8
HYMunBd 16.75 -0.04 -2.8 13.2 ShortT 9.88 0.01 2.7 7.3 QMUSSmCpGrEq n 40.84 -2.07 2.9 32.6 Incm 7.44 0.00 4.5 18.3 Templeton Instit: ShTrmBdInst 10.48 -0.01 2.8 8.8 CoreVal 10.01 -0.55 -14.6 1.3 InfProAd n 27.99 -0.11 8.5 16.8
Nuveen Cl R: ShtAssetInv 10.00 0.00 1.0 6.0 SpectConsAllo n 20.45 -0.49 3.4 17.0 ShtDurBd 10.23 -0.01 2.5 10.3 SmCpBl IdxInst 19.45 -1.28 -6.6 8.0 FrgnVal 8.56 -0.58 -12.8 -14.9 InfTechIdx n 152.46 -10.67 22.6 89.8
IntlEqSer Primar 13.28 0.14 -12.1 -14.8 SmCpBl IdxRet 19.51 -1.29 -6.8 7.2
CAMunBd 11.49 0.01 2.7 12.7 StcksPLUSIntlHdg r 6.96 NA NA NA SpectModerAllo n 24.95 -0.86 3.3 19.9 StDurInc 10.10 0.00 1.4 6.5 The Bruce Fund: GlobEq 8.68 -0.24 0.2 0.3 IntlGrAdml n 133.69 -6.03 30.1 53.1
IntDMunBd 9.48 -0.01 2.0 11.4 StcksPLUSShort 6.07 0.33 -9.6 -27.1 SpectModerGwAllo n 36.91 -1.67 2.8 21.9 SocChEqInst 21.42 -1.23 3.3 33.8 HighYdBd 7.42 -0.08 0.9 12.8 ITBondAdml n 12.55 -0.04 8.3 19.1
BruceFund n 589.88 -19.20 -0.1 18.8
LmtTrmR
NYMunBd
11.19
10.98
-0.02
0.02
1.9 8.8
0.6 9.8
StcksPLUSSmall 8.84
StkPlsLgDur 8.24
NA
NA
NA
NA
NA
NA
R2005 n
R2010 n
14.09
18.52
-0.33
-0.49
2.8
2.7
16.2
16.9 R Thompson IM Fds,Inc:
Bond n 10.54 -0.03 -4.8 2.6
SocChEqRet
Tortoise Capital:
21.75 -1.25 3.1 32.8 HlthSci
InflPro
24.03
11.90
-1.17
-0.04
12.6
6.3
49.4
14.3
ITCorpIx n
ITIGradeAdml n
25.68
10.57
-0.12
-0.03
6.7
8.2
19.5
18.9
Nuveen Fds: StksPLS 10.40 NA NA NA R2015 n 14.88 -0.44 2.6 17.5 RBB Fund: TorMLPPipInsCl 7.17 -0.42 -41.2 -37.8 IntlEq 6.48 NA NA NA ITsryAdml n 12.10 -0.01 7.9 15.6
Thornburg Fds: Touchstone Family Fd: ITTresIdx n 23.60 -0.05 7.3 15.1
RealEst 17.08 -0.85 -14.9 4.1 StPlTRInst r 11.05 NA NA NA R2020 n 22.61 -0.74 2.4 18.5 BPSmVal2Inst 20.53 -1.31 -20.2 -12.5 IncBuildA t 18.31 -0.93 -15.8 -2.4 IntlGro 15.03 -0.79 16.7 45.5
SmCpVal 17.93 -1.08 -23.7 -26.5 TotRetESG 9.77 NA NA NA R2025 n 18.20 -0.69 2.4 19.3 RBC Funds: FlexIncY 11.14 -0.03 5.4 13.3 IntlSmCpEq 20.52 NA NA NA LarCapAd n 76.88 -4.65 4.4 36.7
TotRt 10.86 -0.02 7.3 16.1 R2030 n 26.45 -1.14 2.1 19.9 IncBuildC p 18.29 -0.93 -16.3 -4.6 FocEqY 48.74 -2.82 6.9 30.2 LTGradeAdml n 11.68 -0.07 10.3 28.5
AccCpCommInvI 9.11 0.00 3.6 9.8 IntVal I 25.34 -1.32 5.2 11.3 LgCpGro 18.49 -1.06 6.9 57.8
O TRII 10.30
TrndsMgdFutStrgy 9.79
NA
-0.11
NA
2.2
NA
8.8
R2035 n
R2040 n
19.42
27.61
-0.92
-1.40
2.0
2.0
20.4
20.9
RiverNorth Funds:
RNDLIncomeI 10.17 NA NA NA
IntValA p
LtdTIn
24.44
14.11
-1.26
-0.02
4.9
6.3
10.3
13.1
LagCapFoc A p 45.87 -2.61
MdCpGrwY 35.37 -2.46
7.2
5.6
42.1
50.3
MidCpIdx
MidCpVal
22.47
15.11
-1.36
-0.94
-6.9
-15.4
8.3
-2.7
LTsryAdml n
LTTresIdx n
15.07
32.30
-0.03
-0.14
17.7
17.0
35.3
34.8
PIMCO Funds: RealEst n 19.28 -0.99 -23.4 -11.4 MdCpY 39.19 -2.38 -2.3 36.2 SciTech 35.14 -2.30 30.7 82.7 MatIdx nr 68.78 -3.26 2.1 7.5
Oak Associates Funds: Royce Funds: LtdTIncI 14.11 -0.02 6.5 14.1 SandsCapGrI 31.75 -1.85 42.2 101.8
RedOakTec n 33.97 -2.09 9.3 52.5 IncomeFd 11.71 NA NA NA Ret2025A p 18.06 -0.69 2.1 18.4 Oppty I nr 11.76 -0.75 -6.1 -0.3 SmCpIdx 16.70 -1.11 -7.1 6.5 MidCpAdml n 218.04 -13.45 0.1 24.5
StcksPLUSIntlHdg 6.88 NA NA NA Ret2045 n 18.86 -1.01 1.8 21.0 LtdTMu I 14.60 -0.01 2.4 7.4 SandsCapGrY 18.65 -1.09 41.8 99.6 SocResp 19.89 -1.17 1.1 31.6 MrgBkdIdx n 21.62 -0.01 3.2 10.6
Oakmark Funds Invest: PAMut I nr 8.71 -0.43 -7.7 8.4 LtdTMuA 14.60 0.00 2.2 6.6 SelGrwth 17.04 -0.99 41.6 98.3
EqtyInc nr 27.61 -1.17 -6.0 5.7 TotRet 10.86 -0.02 6.7 14.0 Ret2045R 18.44 -0.99 1.4 19.2 PremierI nr 11.69 -0.61 -9.2 13.4 StckIdx 43.50 -2.59 2.5 33.4 MuHYAdml n 11.68 0.02 2.2 14.5
PIMCO Funds A: Ret2055 n 16.17 -0.86 1.7 20.7 Thrivent Funds A: Tr for Credit Unions: StraBd 11.36 -0.07 3.8 11.9 MuIntAdml n 14.64 0.00 3.2 12.0
GlbSel nr 16.65 -0.94 -10.3 -6.5 SpecEqI nr 16.72 -0.53 -4.9 0.4 DivrIncPlus 7.27 NA NA NA UltShtDur TCU 9.43 0.00 1.4 5.4
Global n 24.77 -1.91 -15.7 -9.3 AllAsset 11.13 NA NA NA Ret2055 16.02 -0.86 1.5 19.8 TotRet I nr 9.23 -0.54 -14.6 -4.4 ValUltra 21.48 -1.36 24.6 65.3 MuLTAdml n 12.03 0.01 3.6 14.7
HiYld 8.71 -0.10 0.0 11.1 RetBal Inc n 15.79 -0.39 2.9 16.4 LgCpStk 24.10 NA NA NA Transamerica A: Value Line Funds: MuLtdAdml n 11.20 -0.01 2.6 8.0
Oakmark n 72.53 -4.46 -9.3 4.4 RS Funds: MidCapStk 24.69 NA NA NA AsAlCnsrv p 11.11 NA NA NA MuShtAdml n 15.93 0.00 1.6 5.5
OakmrkInt n 19.35 -1.67 -22.4 -25.1 HiYldMuniBd 9.34 0.01 1.5 15.9 SciTec n 53.01 -2.96 22.8 72.5 CoreEqVIP 40.80 NA NA NA AstAlcClInv n 40.91 -1.48 6.4 39.2
IncomeFd 11.71 NA NA NA Sht-Bd n 4.83 0.00 3.8 9.7 MuniBd 11.42 NA NA NA AsAIGrow p 12.73 NA NA NA CapAppreClInv n 11.82 -0.60 15.3 44.7 NJLTAdml n 12.42 0.01 2.4 15.0
Select n 38.66 -1.78 -10.9 -11.2 InvQBdVIP 13.31 NA NA NA Thrivent Funds S: AsAlMod p 11.58 NA NA NA NYLTAdml n 11.99 0.02 2.4 12.5
Oberweis Funds: IntlBdUSH 11.04 0.02 4.3 14.3 SmCap n 43.68 -2.38 -8.8 4.0 Russell Funds S: Van Eck Funds:
InvstGrCrBd 11.02 NA NA NA SmCapStk n 54.35 -2.53 3.9 38.1 LgCpVal n 20.61 NA NA NA AsAlModGr p 12.01 NA NA NA EmgMktsY 19.07 NA NA NA PacifAdml n 83.00 -2.79 -2.7 2.6
IntlOppInst 13.83 -0.77 32.9 30.7 EmerMkts 18.50 NA NA NA MidCapStk n 28.36 NA NA NA Balanced 30.23 -1.06 5.4 26.1 VANGUARD ADMIRAL: PALTAdml n 11.99 0.01 3.6 15.4
Old Westbury Fds: LowDurA 9.92 -0.01 2.6 7.1 SpecGr n 23.58 -1.36 1.2 21.0 IntlDvMkt n 32.26 NA NA NA
LowDurInc 8.45 -0.03 1.1 9.0 SpecInc n 12.42 -0.17 0.1 9.8 OppIncmPl n 9.99 NA NA NA FocusA 49.00 NA NA NA 400MCpIdxInst 256.12 -15.49 -6.7 9.2 PrmcpAdml nr 143.94 -8.33 -0.2 31.2
AlCpCore n 20.18 -1.16 9.6 43.3 InvGrdBd n 23.00 NA NA NA TIAA-CREF/Instl Cl: Trust for Professional Ma: 500Adml n 302.03 -17.99 2.7 34.6 RealEstatAdml n 108.50 -5.37 -15.4 5.1
FixInc pn 11.83 NA NA NA MuniBdA 10.18 0.00 2.4 12.9 SpecIntl n 13.42 -0.70 -4.7 3.9 StratBd n 11.72 NA NA NA
RealRtnA 12.18 NA NA NA SuMuInc n 12.11 0.02 1.6 10.9 CoreBond Inst 11.03 -0.03 5.7 15.5 PerfTrstMuniInst 25.34 0.04 3.3 14.1 BalAdml n 40.60 -1.47 5.3 27.9 S&PSC600Idx 266.59 -17.35 -12.9 1.6
LrgCpStr n 15.26 -0.78 1.3 19.8 TaxExBd n 23.57 NA NA NA CorePlsBd 11.01 -0.03 5.4 15.4 PrfTrtStrtBd Ins 22.81 -0.01 3.3 14.1
MuniBd pn 12.52 NA NA NA ShtTmA 9.88 0.01 2.4 6.5 SuMuInt n 12.21 0.00 2.5 10.3 TMUSMdSmCp n 28.23 NA NA NA
StksPLSTR 10.80 NA NA NA TaxEfEqty nr 45.01 -2.85 17.3 64.3 TIAA-CREF/Retail Cl: Tweedy Browne Fds:
OWstbryNYMuBndFdn 10.55 NA NA NS TxMngUSLgCp n 50.33 NA NA NA EqIdx n 24.48 -1.48 2.9 32.2 GblValue n 23.31 -1.33 -16.7 -9.0
TotRetA 10.86 -0.02 7.0 14.9 TF Incom n 11.92 0.01 -0.5 10.5
Sm&MdCapStrategi n 15.78 NA NA NA
PIMCO Funds C: TF Incom n 10.20 0.01 2.0 10.9
USSmCpEq n 24.91 NA NA NA Gro&Inc n 21.14 -1.24 3.3 29.2 THE STATISTICAL RECORD
Optimum Funds Inst:
Fixed Inc 10.29 -0.04 6.9 15.6 IncomeFd
TotRetIncC
11.71
10.86
NA NA NA
-0.02 6.3 12.3
TFSI n
TotIndex n
5.72
36.43
0.00
-2.22
2.5
2.4
6.9
31.8
Rydex Dynamic Fds:
NasdaqStratH p 268.26 -32.81 39.5 140.7
LrgCpGro n
MgdAlloc n
27.03
13.19
-1.78
-0.45
23.9
3.2
66.4
18.0 U Monthly Dow Comparison
Intl Eqty 11.95 -0.66 -11.2 -6.4 Rydex Investor Class: SocChEq n 18.88 -1.09 3.0 32.7
LgCpGrwth 23.34 -1.63 17.1 57.3 PIMCO Funds I2: U.S.EqResch n 31.88 -1.91 3.1 35.1 NasdaqInv n 55.99 -3.25 26.0 75.0 UM Funds: October September October
All Asset 11.15 NA NA NA USLrgCpCore n 26.97 -1.52 0.8 30.2 TIAA/CREF Funds: BehavVal 49.07 NA NA NA
LgCpVal 15.71 -0.84 -11.0 7.5 BdIdxInst 11.58 -0.02 6.2 15.3 2020 2020 2019
CommdtyRR 5.29 -0.16 -9.8 -10.5 USTInter n 6.28 -0.01 7.6 15.3 USAA Group:
SmCpGrwth
SmCpVal
17.78
11.16
-1.05
-0.71
24.2
-19.5
58.4
-13.7 ComPLUSStrtgyFd 4.05 -0.24 -25.2 -16.9 USTLg n 14.81 -0.03 17.7 35.0 S EqIdxInst
EqIdxRet
24.07
24.40
-1.46
-1.48
3.1
2.9
33.4
32.3
500Indx Reward n 46.10 NA NA NA Price of 30 Indus 28005.11 27733.40 26736.80
Osterweis Strat Income: DivInc 10.99 -0.09 1.7 13.6 VABond n 12.26 0.01 2.9 11.4 CA Bd n 11.39 NA NA NA Price of 20 Trans 11603.37 11292.65 10376.82
GNMAGvtSec 11.41 NA NA NA Value n 35.79 -1.90 -5.6 11.7 Schwab Funds: Gr&IncInst 15.16 -0.89 3.5 30.3 CapGr n 10.52 NA NA NA
OsterweisStrInc n 11.02 -0.07 4.8 10.5 Income 11.71 NA NA NA Price Funds - Adv Cl: 1000 Inv nr 73.73 -4.44 3.6 35.1 Gr&IncRet 15.47 -0.91 3.3 29.3 CrnrsMod n 14.82 NA NA NA Price of 15 Util 870.52 804.67 867.37
IntlBdUSH 11.04 0.02 4.6 15.4 BlChip p 148.04 -9.24 21.3 63.5 Balanced n 16.68 NA NA NA HgYldInst 9.19 -0.12 -2.9 10.3 CrnstModAggr n 25.38 NA NA NA
PQ InvstGrCrBd 11.02 NA NA NA CapAppA p 32.83 -1.26 6.3 35.0 CATxFrBd n
CoreEq n
12.19
22.24
0.01
-1.23
2.5
-1.6
10.1
20.7
InflLkdBdInst 12.14
IntlEqIdxInst 17.93
-0.05
-1.07
6.1
-10.3
13.0
-2.9
ExtMktIn n 20.96 NA NA NA
Best-Grade Bond Yield 1.57 1.61 2.70
LowDurInc 8.45 -0.03 1.3 10.0 Growth p 84.97 -5.76 18.8 55.6 Gr&Inc n 20.75 NA NA NA Monthly Range of Averages
PACE Funds Cl P: LwDur 9.92 -0.01 2.8 7.8 MCapGro p 97.21 -5.65 5.6 38.8 DivEqSel n 12.14 -0.67 -17.7 -6.2 IntlEqIdxRet 18.32 -1.10 -10.5 -3.7 Gr&TxStr n 22.05 NA NA NA (a)Shares
IntlEqty P 14.51 -0.81 -7.0 -2.2 RealRtn 12.18 NA NA NA R2020A p 22.40 -0.73 2.2 17.6 FunIntlLgInst nr 7.51 -0.48 -16.7 -13.0 IntlEqInst 10.91 -0.58 -4.9 -7.5 Grwth n 32.20 NA NA NA
LgGrEqty P 27.79 -2.09 21.1 59.1 FunUSLgInst nr 16.28 -1.01 -8.5 15.5 LC2015Ret 12.78 -0.33 2.9 16.1 (f)High (f)Low traded
ShtTm 9.88 0.01 2.6 6.9 R2030A p 26.17 -1.13 1.9 19.1 HiIncm n 7.37 NA NA NA
LgVEqty P 17.78 -0.96 -18.5 -6.4 TotRt 10.86 -0.02 7.2 15.7 R2035 19.29 -0.91 1.8 19.5 HlthCare n 26.27 -1.24 1.8 27.1 LC2020Ret 13.52 -0.38 2.7 16.5 Inco n 13.80 NA NA NA 30 Indus 28837.52 26501.60 8,499,126.7
StraFxd P 14.69 NA NA NA PIMCO Funds Instl: R2040A p 27.30 -1.39 1.8 19.9 InflProSel n 12.16 -0.04 8.4 17.2 LC2025Ret 13.98 -0.45 2.4 17.1 IncStk n 15.61 NA NA NA
Pacific Life Funds: ComPLUSStrtgyFd 4.07 -0.24 -25.2 -16.6 Ret2045-A p 18.70 -1.00 1.6 20.1 IntI Sel nr 18.56 -1.12 -10.4 -3.1 LC2030Ret 14.34 -0.53 2.1 17.6 Intl n 22.59 NA NA NA 20 Trans 11988.83 10945.62 3,177,151.1
PortOptModAggClA p 13.43 NA NA NA DynamicBd 10.74 -0.01 3.4 10.7 Ret2050-A p 15.75 -0.85 1.6 20.1 IntlMstr nr 24.37 -1.34 1.8 7.1 LC2035Ret 14.83 -0.63 1.5 17.9 IntmTerm n 13.64 NA NA NA 15 Util 893.68 824.27 1,052,150.7
PortOptModClA r 12.97 NA NA NA GNMAGvtSec 11.41 NA NA NA Price Funds - R Cl: MT AllEq n 17.92 NA NA NA LC2040Inst 10.82 -0.51 1.4 18.9 LgTerm n 13.48 NA NA NA
Palmer Square: IncomeFd 11.71 NA NA NA BlChipR p 141.58 -8.83 21.0 62.3 MT Bal n 18.51 NA NA NA LC2040Ret 15.21 -0.71 1.2 18.1 Nasdaq100 n 31.78 NA NA NA 65 Stocks 9653.91 8976.63 12,728,428.5
Income Plus 9.89 -0.03 1.7 8.8 InflRespMulAsset 8.28 NA NA NA ExtIndex nr 30.26 -1.98 3.5 24.2 MT Gro n 22.61 NA NA NA LC2045Ret 12.93 -0.68 0.8 18.1 ntTerBd n 11.17 NA NA NA (a) 000 omitted. (f) High and low for month of daily closing
Parnassus Fds: RAEPLUSIntl 5.68 NA NA NA GrowthR p 81.54 -5.53 18.6 54.5 S&P Sel n 50.75 -3.03 2.8 34.7 LCIdx2020Inst 18.51 -0.55 3.4 19.8 PrecMM n 20.94 NA NA NA averages..
ParnEqFd n 49.76 -2.86 6.3 44.4 RAEPLUSSml 8.21 -0.54 -17.7 -9.0 R2020R p 22.15 -0.73 2.0 16.7 SmCp Sel nr 27.18 -1.80 -6.7 7.8
Parnsus n 54.79 -3.12 8.6 32.2 Pioneer Funds A: R2030R p 25.89 -1.12 1.7 18.2 SmCpEqSel nr 15.02 -1.01 -13.5 -7.8
Pax World Fds:
SustAll Inv n 24.31 -0.87 5.2 25.2
AMTFreeMuniA p p 15.44 0.04 3.7 15.1 R2040R p 27.06 -1.38 1.6 19.1 Trgt2020 nr
Trgt2030 nr
14.63
15.79
NA
NA
NA
NA
NA
NA
DOW JONES AVERAGES-October 2020
BondA 10.18 -0.02 5.3 14.3 Ret2025-R p 17.84 -0.68 1.9 17.6
Paydenfunds: CoreEqA 21.28 -1.22 4.8 31.2 Ret2035-R 19.02 -0.90 1.6 18.5 Trgt2040 nr 16.39 NA NA NA 30 Industrials 20 Transport Cos 15 Utilities Sales Corp
CoreBd n 11.13 -0.02 4.8 13.4 DiscGrA 20.53 -1.25 15.9 53.9 Ret2050-R 15.58 -0.84 1.4 19.2 TSM Sel nr 57.62 -3.50 3.0 33.0 High Low Close High Low Close High Low Close –000– Bonds
EqIncInv n 15.97 -0.81 -11.1 11.1 EqIncA 31.38 -1.83 -12.9 4.5 PRIMECAP Odyssey Fds: TxFrBd n 12.06 0.01 2.5 10.4
HiInc n 6.45 -0.09 1.6 15.2 HighIncMuniA 7.16 0.00 -1.5 12.9 AggGrowth nr 48.07 -2.92 7.1 34.8 USSmCoIdx nr 11.97 -0.80 -15.0 -2.5 1 28172.23 27578.40 27816.90 11403.39 11120.96 11211.11 828.49 812.46 824.27 847,061 462.34
LowDur n 10.22 -0.01 2.7 7.9 MdCapVa 20.39 -1.11 -12.0 -5.4 Growth nr 40.31 -2.49 -1.5 24.7 Segall Bryant & Hami: 2 28036.33 27247.02 27682.81 11423.44 10988.89 11297.10 840.27 814.43 832.49 898,263 461.50
LtdMat n 9.50 -0.01 1.4 6.7 PioFdA 32.07 -1.97 8.9 46.7 Stock nr 31.89 -1.79 -7.5 15.2 PlusBd n 11.24 -0.05 6.6 16.5
Pear Tree: SelMCGrA 52.12 -3.12 15.9 54.2 Principal Investors: SEI Portfolios: 5 28226.91 27765.22 28148.64 11553.92 11337.44 11482.09 847.94 829.44 844.57 850,985 460.06
ForeignVal I r 17.43 -1.14 -21.1 -15.9 StratIncA p p 10.92 -0.06 1.9 10.8 CapApprA p 51.92 NA NA NA CoreFxIn F 12.09 -0.02 7.1 16.8 6 28469.85 27684.76 27772.76 11676.29 11352.61 11399.14 861.27 838.70 850.89 991,582 462.21
PearValR6 9.11 -0.59 -21.1 -15.6 Pioneer Funds Y: ConBalA p 12.23 NA NA NA EMktDbt F 9.79 -0.14 -4.6 1.9 7 28433.40 27914.81 28303.46 11771.86 11502.62 11690.02 865.27 848.58 859.99 871,727 461.16
Perm Port Funds: AMTFreeMuniY 15.37 0.03 3.7 15.7 EqIncIA p 30.79 NA NA NA HiYld F 6.47 -0.08 -2.1 8.5
Permanent n 43.88 -1.29 7.7 21.6 BondY 10.09 -0.02 5.7 15.5 FlIncA p 12.44 NA NA NA IntlEmg F 12.19 -0.36 -1.5 -0.3 8 28655.20 28142.95 28425.51 11871.47 11613.91 11762.56 878.33 860.46 875.30 797,864 462.37
PGIM Funds Cl A: SelMCGrY 57.36 -3.42 16.1 55.3 HighYldA p 7.01 NA NA NA IntlEq F 10.47 -0.67 -8.8 -4.2 9 28797.35 28315.50 28586.90 11964.27 11740.13 11861.95 882.86 868.22 875.81 825,268 462.67
2020FcA 16.75 -1.13 11.4 40.3 StratIncY p p 10.92 -0.06 2.2 11.9 HiYld IN 9.00 NA NA NA IntMuni F 12.03 0.00 2.6 10.8 12 29058.95 28524.99 28837.52 12007.35 11788.49 11880.44 889.15 872.85 882.82 744,911 ....
Balanced 15.70 -0.57 -1.6 14.1 Price Funds: InfPro IN 9.31 NA NA NA LgCapGr F 43.89 -2.62 17.5 60.4
HighYield 5.28 -0.06 -0.5 13.5 2050RetFd n 15.93 -0.85 1.9 21.0 LgCpStA p 20.39 NA NA NA LgCVal F 19.65 -1.22 -17.9 -3.3 13 29008.22 28466.89 28679.81 11948.27 11726.61 11783.22 880.74 865.88 876.05 755,377 465.16
JennBlend 21.68 -1.38 5.8 29.4 Balnanced n 25.32 -1.01 2.8 20.4 LgIndxI 20.40 NA NA NA MgdVol F 15.62 -0.83 -12.3 10.3 14 28939.57 28357.84 28514.00 11993.87 11791.15 11887.49 882.77 868.99 875.19 763,256 465.14
JennGrowth 56.66 NA NA NA BdEnhIdx nr 11.77 -0.02 6.8 16.2 LgIndxJ tn 20.17 NA NA NA S&P500 F 73.39 -4.37 2.5 33.8 15 28644.54 28015.44 28494.20 12017.39 11687.61 11988.83 880.82 863.18 875.22 749,224 464.26
JennHealthSci 52.60 NA NA NA BlChip n 151.14 -9.42 21.5 64.9 LT2020 In 14.06 NA NA NA ShtGov F 10.57 0.00 3.4 7.6 16 28951.94 28443.23 28606.31 12071.34 11769.64 11836.43 890.01 873.02 884.52 885,307 464.57
JennMidCapGrowth 25.76 -1.71 17.5 54.0 CA Bond n 11.69 0.03 1.8 10.8 LT2020J tn 13.97 NA NA NA TaxMgdLC F 26.36 -1.66 -3.9 21.4
JennUtility 15.51 -0.62 0.3 28.8 Communica&Tech n 171.47 -8.11 38.6 86.3 LT2030In 14.84 NA NA NA TaxMgdSmMdCp F 19.64 -1.21 -10.4 -0.2 19 28834.92 28100.26 28195.42 12022.64 11648.15 11708.09 891.63 873.56 877.60 833,838 464.05
NationalMuni 14.98 0.00 1.6 10.6 CorpInc n 10.04 -0.05 3.8 15.8 LT2030J tn 14.78 NA NA NA Selected Funds: 20 28657.90 28127.75 28308.79 12045.41 11736.65 11860.30 889.45 875.08 881.15 755,284 462.74
ShrtTermCorpBond 11.31 -0.02 3.8 10.5 DivGro n 52.56 -2.99 -0.5 33.4 LT2040I 15.69 NA NA NA AmShD n 35.34 -1.79 -5.2 11.9 21 28579.04 28048.24 28210.82 11976.59 11655.57 11725.02 886.45 872.18 877.10 842,284 462.40
TotalReturnBond p 14.76 -0.08 4.5 15.5 DvsfMCGr n 40.64 -2.39 10.9 54.3 LT2040J tn 15.53 NA NA NA AmShS pn 35.19 -1.78 -5.5 10.8
PGIM Funds Cl C: EmgMktB n 10.79 -0.10 -3.4 -0.7 LT2050I 15.73 NA NA NA Sequoia: 22 28560.29 27965.24 28363.66 11982.48 11551.85 11748.55 894.13 875.21 891.28 843,133 460.46
TotalReturnBond 14.74 -0.08 3.8 13.0 EmMktS n 47.10 -1.72 0.6 12.2 MdGrIII Inst 13.88 NA NA NA SequoiaFd n 163.15 -8.80 6.0 36.8 23 28605.69 28098.97 28335.57 11953.80 11671.86 11880.13 899.44 886.47 893.68 721,653 462.02
PGIM Funds Cl Z: EqInc n 26.24 -1.56 -16.5 -0.5 MidCpBldA 30.47 NA NA NA Sit Funds: 26 28142.46 27349.79 27685.38 11774.43 11453.25 11604.82 896.72 877.17 891.98 826,627 462.97
GlobalRealEstate 20.15 -1.00 -15.3 5.1 EqIndex n 86.89 -5.17 2.6 34.0 PreSecI 10.16 NA NA NA MinnTxF n 10.58 0.00 1.5 10.6
HighYield 5.29 -0.06 -0.3 14.2 Europe n 20.90 -1.58 -4.9 6.8 PtrLGI In 19.63 NA NA NA SmeadFds: 27 27852.11 27342.85 27463.19 11686.11 11381.96 11431.61 901.41 885.93 890.68 795,558 464.72
JennGrowth 62.11 NA NA NA FinSvcs n 23.18 -1.17 -17.7 -0.9 PtrLV In 14.96 NA NA NA SmeadValueInstl 42.93 -3.10 -14.8 10.9 28 27162.01 26406.00 26519.95 11247.76 10863.53 10945.62 891.37 863.41 865.33 1,077,026 464.25
JennHealthSci 59.21 NA NA NA GlbGr n 37.06 -2.03 21.9 53.2 RealEstSecI 23.63 NA NA NA SoundShoreInv n: 29 26976.37 26212.26 26659.11 11310.04 10898.78 11183.52 878.84 851.05 867.65 1,000,356 461.80
JennMidCapGrowth 30.22 -2.00 17.9 55.5 GlbStk n 57.76 -3.10 26.4 69.7 SAMBalA p 15.75 NA NA NA SoundShoreInv n 38.04 -2.23 -9.8 -0.6
JennSmallCompany 23.87 -1.24 2.3 19.5 GlbTech n 23.60 -1.41 44.3 76.1 SAMGrA p 17.57 NA NA NA Sprott Funds Trust: 30 26752.64 26051.82 26501.60 11248.95 10905.80 11106.19 870.08 849.11 857.77 1,185,458 460.15
TotalReturnBond 14.71 -0.08 4.8 16.5 GMS-fd n 11.67 -0.07 4.5 16.7 StrGrw A p 18.78 NA NA NA GoldEq Inv p/r tn 53.75 -2.12 29.2 49.2 High 28837.52 High 11988.83 High 893.68 High 465.16
PIMCO Fds Admin: GNMA n 9.42 0.00 3.8 9.5 ProFunds Inv Class: SSgA Funds: Low 26501.60 Low 10945.62 Low 824.27 Low 460.06
TotRtAd p 10.86 -0.02 7.0 15.2 Gr&In n 30.29 -1.72 0.8 30.5 UltNASDAQ-100 n 131.66 NA NA NA SP500 n 236.40 -14.10 2.9 34.5
PIMCO Fds Instl: Growth n 87.36 -5.92 19.1 56.9 Putnam Funds: State Farm Associate:
AllAsset 11.13 NA NA NA HelSci n 92.00 -4.42 13.0 50.8 GrOpp R6 50.74 -3.38 22.9 77.1 Balan n 76.23 -2.82 2.0 23.4
AllAssetAuth r 7.47 NA NA NA HiYield n 6.36 -0.09 -0.4 10.7 Putnam Funds Class A: Gwth n 88.95 -4.74 -0.1 27.1 MONTHLY DOW JONES INDUSTRIAL AVERAGE
CommodtyRR 5.32 -0.15 -9.6 -10.1 InstEmMEq 42.81 -1.58 0.6 12.4 CATx p 8.25 0.01 2.8 12.5 Muni n 8.97 0.01 4.1 12.2
DivInc 10.99 -0.09 1.8 14.0 InstFLRfd r 9.46 -0.06 -0.8 8.8 ConvSec 30.47 -1.49 23.4 48.9 State Street Institu: Year First Closing Closing Close Avg Last Avg. Avg.
EmMktsBd 10.31 -0.07 -0.1 10.2 InstHiYld 8.45 -0.11 -0.5 11.2 DvrIn p 6.49 -0.03 -5.7 5.0 SmCapEq (ICL) 16.08 -0.93 -7.5 8.6 Month Closing High Low Mean Close Chg. % Chg. P/E Yield
EmrgMktCur&STInv 7.67 -0.10 -4.2 -0.2 LgCapGow I 53.43 -3.49 21.3 66.4 DynAABalA 15.04 -0.58 1.2 13.3 State Street V.I.S.:
ExtdDur 10.49 NA NA NA InstLCCoreGr 59.19 -3.66 21.6 65.5 DynAAGthA 16.64 -0.78 0.3 13.3 TR V.I.S. Cl 1 15.33 -0.49 -3.6 7.1 2020
GlblBdOppUSH 10.61 NA NA NA LgCpVal 20.18 -1.09 -14.6 2.0 EqIn p 23.47 -1.27 -10.1 11.9 TR V.I.S. Cl 3 15.25 -0.49 -3.8 6.3 Oct 27816.90 28837.52 26501.60 28005.11 26501.60 – 1280.10 – 4.61 26.63 2.11
November 2, 2020 BARRON’S M27

Mutual Funds Data provided by

Net YTD 3-Yr.

NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. Scoreboard: Red Tide
SmCapAdml n 75.16 -4.65 -4.4 15.0 SmValAdml n 48.95 -3.11 -15.7 -5.3 OpptyA 44.95 -2.96 2.6 30.4 IntermTermMuniI 6.38 0.00 1.1 8.8
SmGthAdml n 76.23 -4.57 9.5 42.9 TotBd 11.53 -0.02 6.3 15.6 PremLgCoGrthA 16.45 -1.07 20.7 68.2 ManagedMuniA 16.15 0.00 0.8 9.6 (Volatility and red ink rose as Covid surges and U.S. elections loom.The S&P 500 shed 4% and Latin
STBondAdml n 10.86 0.00 4.3 10.6 TotBd2 11.45 -0.02 5.9 15.2 SpecTech 18.23 -1.26 38.6 92.7 ManagedMuniI 16.18 0.01 1.0 10.1 American funds gave up recent gains and more, down 7%. U.S. Treasuries, a haven, rose 0.73%.
STCorpIx n 22.50 -0.04 4.0 11.8 TotIntlInstIdx r 109.61 -5.58 -6.9 0.0 SpSmCpValA p p 28.64 -1.57 -18.7 -5.7 MortgBackSecA 10.20 NA NA NA
STFedAdml n 11.02 0.00 4.0 9.7 TotItlInstPlId r 109.63 -5.58 -6.9 0.0 StrMunA 9.22 -0.01 1.9 8.7 ShortTermBdIS 3.94 -0.01 3.0 9.9
STIGradeAdml n 10.97 -0.01 4.3 11.2 TotSt 81.13 -4.94 3.1 33.1 Wells Fargo Adv Inst: TotalRetUnconI 10.39 -0.07 0.5 7.6 One Week Year-to-Date
STIPSIxAdm n 25.40 -0.06 3.4 9.0 VANGUARD INSTL FDS: CoreBd 13.94 -0.03 7.3 16.3 Westwood:
STsryAdml n 10.91 0.00 3.8 8.9 BalInst 40.60 -1.47 5.2 27.9 Growth 54.73 -3.68 25.5 79.5 IncomeOppI 12.84 -0.35 2.0 17.4 U.S. STOCK FUNDS – 4.13% 1.65%
STTresIdx n 20.68 -0.01 3.0 7.9 DevMktsIndInst 12.67 -0.75 -9.2 -2.3 MdCpVal 36.55 -1.87 -13.3 5.9 Wilmington Funds:
TotBdAdml n 11.53 -0.02 6.3 15.9 DevMktsInxInst 19.81 -1.17 -9.1 -2.3 ShDurGovBdI 9.85 0.00 3.6 8.2 BroadMktBdInst 10.29 -0.02 6.1 14.7 TOP SECTOR / General U.S. Treasury Funds 0.73 13.45
TotIntBdIdxAdm n 23.32 0.02 3.8 15.8 EmMkInst r 27.81 -0.78 0.5 7.6 UlStInc 8.59 0.00 2.1 8.0 Intl Inst 8.51 -0.39 -3.8 0.3 BOTTOM SECTOR / Latin American Funds – 7.02 – 34.47
TotIntlAdmIdx nr 27.41 -1.40 -6.9 -0.1 EuroInst 26.44 -2.09 -13.6 -6.6 UlStMuInc 9.60 0.00 0.9 4.4 LgCpStrInst 25.48 NA NA NA
TotStAdml n 81.16 -4.94 3.2 33.5 ExDurTrsInst 47.45 -0.12 23.1 47.9 Western Asset: Wm Blair Funds Cl I: S&P 500 – 4.15 2.46
TxMBal nr 35.17 -0.97 4.2 23.9 ExtDurTreIntPl 119.12 -0.29 23.2 48.0 CoreBondA 13.62 NA NA NA IntlGthI r 34.04 -1.63 12.0 23.7 U.S. BOND FUNDS – 0.20 3.46
TxMCapAdml n 170.18 -10.24 3.9 35.5 ExtndInst 98.83 -6.58 4.3 25.9 CoreBondI 13.62 NA NA NA SmMidI r 29.57 -1.63 9.6 45.5
TxMIn r 12.65 -0.75 -9.2 -2.4 FTAlWldIst r 97.19 -4.95 -6.8 0.5 CoreBondIS 13.64 NA NA NA Wm Blair Funds Inst: Bloomberg Barclays AGG Bond 0.09 6.48
TxMSC nr 58.50 -3.81 -12.9 1.9 FTScinst 22.96 -1.39 6.1 43.0 CorePlusBdA 12.33 -0.08 5.2 16.3 IntlGth 19.50 -0.93 12.4 24.4
USGroAdml n 148.53 -10.70 33.3 85.3 GrwthInst 113.46 -7.16 21.7 67.2 CorePlusBdI 12.34 -0.08 5.5 17.5 Wm Blair Funds R6: THE WEEK'S TOP 25
UtilIxAd nr 67.85 -2.75 -3.2 22.4 InPrSeIn 11.40 -0.05 8.5 16.8 CorePlusBdIS 12.34 -0.08 5.6 17.7 EmgMktGth 17.35 -0.17 24.5 31.8
IntermedBdI 11.55 -0.04 5.5 14.4 361 Global Long/Shor: Fund Investment Objective One Week Year-to-Date
ValAdml n 39.96 -2.29 -12.5 9.3 InstIdx 291.93 -17.38 2.8 34.7
WdsrllAdml n 61.84 -3.70 -3.5 19.4 InstPlus 291.94 -17.38 2.8 34.7 IntermTermMuniA 6.38 0.00 1.0 8.3 Equity Fund 11.34 -0.25 0.9 2.6
WellsIAdml n 65.66 -1.63 1.5 17.7 InstTStIdx 69.44 -4.22 3.2 33.6 Nvgtr Sentry Mgd Vol I / NVXIX Equity Mkt Neutral 10.45% – 20.4%
WelltnAdml n 74.07 -2.93 0.8 23.1 InstTStPlus 69.43 -4.23 3.2 33.6 TIF Internatl Equity Prm / TFEQX Intl Large-Cap Value 3.30 – 10.9
WndsrAdml n 62.58 -3.83 -12.5 4.0 ITBdInst 12.55 -0.04 8.3 19.1
VANGUARD FDS: ITBdInstPI 12.55 -0.04 8.3 19.2 MUTUAL FUND INDICATORS MF&Var Rtnl/NW EM O Inst / NUXIX Alt Long/Short Eq 2.71 – 35.8
CAIT n 12.23 0.01 3.0 11.5 LaCapInst 316.42 -19.16 4.4 36.7 September 2020 Latest Preceding Year Ago Gotham Short Strat Inst / GSSFX Alt Long/Short Eq 2.32 – 12.4
CALT n 12.67 0.02 3.3 13.9 LTBdInst 16.58 -0.07 12.3 30.9 (Mil. $) Month Month Month
CapOp nr 70.52 -4.18 3.2 31.6 LTBdInstPl 16.58 -0.07 12.3 30.9 AQR Mgd Fut Str HV I / QMHIX Alt Mgd Futures 2.25 0.9
DivdGro n 29.93 -1.84 -1.2 36.3 MidCpInst 48.17 -2.97 0.1 24.5 Total Long-Term Sales 343,028 r340,182 297,184 PIMCO Extend Dur Inst / PEDIX Corp Debt BBB Rtd 2.01 25.2
DivrEq n 40.98 -2.60 7.8 39.5 MidCpIstPl 237.55 -14.65 0.1 24.5 Redemptions 347,708 r330,545 285,553
EmgMktSelStk n 22.18 -0.84 -4.0 5.0 RealEstaInstl 16.79 -0.83 -15.4 5.1 Liquid Assets 703,787 r740,809 756,193 Rydex Inv Hi Yld Str H / RYIHX Specialty Fixed In 1.67 0.8
Energy nr 27.31 -1.75 -42.3 -42.5 Rs1000GrwIdxInst 414.63 -25.95 20.0 67.5 BlackRock EM Flx Dyn K / BREDX Emg Mkts HC Debt 1.59 8.4
Rs1000Vl IdxInst 200.07 -11.60 -12.8 5.9 Liquid Assets Ratio, % 4.0% r4.1% 4.5%
EqInc n 33.08 -1.89 -10.7 10.1
Explr n 110.44 -6.26 5.7 42.0 Russ1000IdxInst 292.88 -17.68 3.8 35.4 Capital Appreciation 43,176 r44,343 31,353 Access One Fx Br HY Inv / AFBIX Specialty Fixed In 1.56 – 0.2
EXPValFd n 29.65 -1.76 -19.1 -7.4 Russ2000GrIxInst 309.32 -19.11 4.8 27.3 Growth Funds 31,826 r33,783 21,851 Columbia Grtr China A / NGCAX China Region 1.53 43.2
FTAlWldInAdml n 30.66 -1.56 -6.8 0.5 Russ3000Idx 288.65 -17.51 3.1 33.3 Sector Funds 7,030 r7,067 6,239
GlbCapCyl Inv nr 8.08 -0.44 -2.8 -16.6 SmCapInst 75.16 -4.65 -4.4 15.1 Alternative Strategies 4,320 r3,493 3,263 Evolutionary Tree Innov / INVNX Large-Cap Growth 1.51 NA
GlbEq n 32.75 -1.87 3.0 23.9 SmCapIstPl 216.94 -13.41 -4.4 15.1 World Equity 44,961 r45,973 41,663 Absolute Captl Opp Inst / CAPOX Flexible Portfolio 1.51 8.9
GloMinVolFdAdm n 25.56 -0.99 -12.1 8.4 SmGthInst 61.05 -3.66 9.5 42.9 Emerging Markets 8,309 r8,480 8,096
GNMA n 10.72 0.00 3.2 10.1 SmValInst 27.36 -1.74 -15.7 -5.3 AQR Mgd Futures Strat I / AQMIX Alt Mgd Futures 1.46 0.5
GroInc n 52.73 -3.09 2.1 31.7 STBdIdxInstPl 10.86 0.00 4.4 10.6 Global-Equity 9,682 r10,101 7,431
Int'l-Equity 26,178 r26,723 25,528 Morg Stan I Em Mkt Ld I / MELIX Emerging Markets 1.38 38.5
HlthCare nr 207.38 -11.69 2.5 30.3 STBDInst 10.86 0.00 4.3 10.6
HYCor nr 5.78 -0.06 1.0 13.5 STCorpIxInst p 27.54 -0.05 4.0 11.9 Regional-Equity 598 465 405 Fairholme Fairholme / FAIRX Flexible Portfolio 1.37 12.0
InflaPro n 14.25 -0.06 8.4 16.4 STIGradeInst 10.97 -0.01 4.3 11.3 Alternate Strategies 194 r204 202 Clough China I / CHNIX China Region 1.33 22.4
IntlExplr n 16.90 -0.88 -5.7 -7.8 STIPSIxins 25.41 -0.07 3.4 9.0 Total Return 85,095 r63,881 72,671
IntlGr n 42.00 -1.89 30.0 52.6 STTresIdx 25.98 -0.01 3.0 8.0 Regan Tot Rtn Inc Inst / RCIRX Core Plus Bond 1.25 NA
Value 19,087 r19,837 20,168
IntlVal n 32.48 -2.20 -13.5 -7.1 TotBdInst 11.53 -0.02 6.4 16.0 Blend 66,008 r44,044 52,502 PIMCO Lng-Tm Govt Inst / PGOVX General US Govt 1.24 18.5
INSTTRF2015 23.78 -0.46 3.4 17.4 TotBdInst2 11.45 -0.02 6.0 15.5
INSTTRF2020 24.76 -0.68 2.7 18.4 TotBdInstPl 11.53 -0.02 6.4 16.0 Total Sales Equity Funds 173,232 r154,196 145,687 Vanguard Lg-Tm Trs Adm / VUSUX Genl US Treasury 1.23 18.7
INSTTRF2025 25.28 -0.83 2.2 19.1 TotIntBdIdxInst 34.99 0.02 3.9 15.9 Hybrid Funds 21,706 r19,042 21,608 Absolute Strat Inst / ASFIX Abs Return 1.22 2.2
INSTTRF2030 25.54 -0.95 1.7 19.3 TotStInst 81.17 -4.94 3.2 33.6 Asset Allocation Funds 1,157 r1,368 1,532
INSTTRF2035 25.78 -1.08 1.1 19.4 TtlWrldIxInst p 161.08 -9.08 -1.2 17.4 Balanced Funds 8,750 r6,892 8,400 Oberweis China Opps Inv / OBCHX China Region 1.17 40.6
INSTTRF2040 26.01 -1.20 0.5 19.3 TxMCaInst r 84.55 -5.09 3.9 35.6 Flexible Portfolio 3,008 r3,313 3,169 Templeton China Wd A / TCWAX China Region 1.17 28.9
INSTTRF2045 26.18 -1.32 0.0 19.3 TxMSCInst r 58.63 -3.82 -12.9 2.0 Income Mixed 5,653 r4,066 6,171
INSTTRF2050 26.23 -1.33 0.0 19.3 ValueInst 39.96 -2.29 -12.5 9.4 Guggenheim MN RE Inst / GUMNX Real Estate 1.10 10.9
Victory Funds: Alternative Strategies 3,138 r3,403 2,335 Virtus KAR Lng/Sht Eq I / VLSIX Alt Long/Short Eq 1.10 24.5
INSTTRF2055 26.33 -1.34 0.0 19.3
INSTTRF2060 26.38 -1.34 0.1 19.3 EstValA 35.86 NA NA NA Total Taxable Bond Funds 124,959 r139,991 112,347
EstValI 35.88 NA NA NA Investment Grade Bond 72,929 r80,951 61,588 Morg Stan I Asia Opp I / MSAQX Pacific Ex Japan 1.05 37.6
INSTTRFINC 23.24 -0.40 3.9 16.8
ITIGrade n 10.57 -0.03 8.1 18.6 EstValR p 35.34 NA NA NA Multi-Term 28,519 r29,656 27,728 THE WEEK'S BOTTOM 10
ITTsry n 12.10 -0.01 7.8 15.3 FundFIncI 8.40 NA NA NA Long-Term 2,305 r2,653 2,320
LifeCon n 21.49 -0.48 3.6 18.2 SmCap Grwth p 89.65 NA NA NA Intermediate-Term 16,844 r21,389 16,593 Fund Investment Objective One Week Year-to-Date
LifeGro n 36.15 -1.63 0.8 19.2 SmCoOppI 38.62 NA NA NA Short-Term 12,922 r14,074 6,596
LifeInc n 16.73 -0.19 4.6 17.1 VirtusFunds:
LifeMod n 29.27 -0.99 2.3 18.9 CeredexLgCpVlEqI 11.73 -0.73 -11.3 8.1 Ultrashort-Term 9,598 r9,241 6,285 ABR Dynamic Vol Inst / ABRSX Alt Mgd Futures – 15.32% – 18.6%
LTIGrade n 11.68 -0.07 10.2 28.1 CeredexMdCpVlEqI 10.56 -0.65 -16.3 7.6 Inflation Protected 2,740 3,937 2,064
9,904 r10,231 10,723
WP Intl Co Inc+ Inst / WPITX Intl Equity Income – 10.19 – 55.0
LTTsry n 15.07 -0.03 17.6 34.9 GvSecUltShtBdI 10.03 0.00 1.1 5.5 High-Yield Bond
MATxEx n 11.31 0.01 4.0 14.8 InnGrSt I 53.59 -3.70 76.6 175.8 World Bond Funds 11,861 r17,581 13,291 Virtus D&P SMLP & Ener I / VLPIX Energy MLP Funds – 9.35 – 36.4
MgdPayFdInv n 16.04 -0.54 -4.0 7.0 VirtusFunds Cl A: Global Bond-Multi-Term 7,023 r9,626 7,083 GMO Spec Opptys Fd VI / GSOFX Alt Global Macro – 9.22 128.0
MidCpGro p 29.89 -2.03 11.9 48.4 MidGrA 58.13 -3.53 41.0 126.3 Global Bond-Short-Term 1,826 r3,066 2,790
MuHY n 11.68 0.02 2.1 14.3 MulSStA p 4.72 -0.02 2.4 7.9 US Glbl World PM / UNWPX Precious Metals Eq – 8.78 38.1
SmCapSusA 50.76 -1.80 27.1 106.4 International Bond 3,012 r4,889 3,418
MuInt n 14.64 0.00 3.2 11.8 Invesco SP MLP A+ A / MLPLX Energy MLP Funds – 8.14 – 56.5
MuLong n 12.03 0.01 3.5 14.5 StratGrA p 24.12 -1.46 32.2 76.0 Gov't Bond Funds 13,943 r12,864 11,475
MuLtd n 11.20 -0.01 2.5 7.7 TactAllA p 12.02 -0.53 19.1 43.1 Gov't Bond-Multi-Term 2,818 r2,721 4,486 Rydex Energy Svcs Inv / RYVIX Natural Resources – 8.13 – 60.4
MuSht n 15.93 0.00 1.5 5.3 VirtusFunds Cl I: Gov't Bond-Long-Term 1,319 r732 538 Snow Capital SC Val A / SNWAX Small-Cap Value – 8.04 – 11.2
NYLT n 11.99 0.02 2.3 12.2 EmMktI 11.68 -0.26 1.1 7.7 Gov't Bond-Intermediate 1,410 r1,034 804
OHLTte n 13.11 0.01 4.7 15.4 ForOppI 30.84 -1.58 2.3 18.2 ABR 75/25 Vol Inst / VOLSX Alt Mgd Futures – 7.99 NA
Gov't Bond-Short-Term 3,689 r3,354 1,997
Primcp nr 138.82 -8.04 -0.2 30.9 IntSmCapI 18.92 -1.14 -0.6 22.7 Mortgage-Backed 4,708 r5,022 3,651 Fidelity Latin America / FLATX Latin American – 7.93 – 40.4
PrmcpCor n 26.57 -1.47 -4.8 21.2 MulSStI 4.73 -0.01 2.6 8.7
QualitySmCapI 20.56 -0.74 6.8 17.2 Total Muni Bond Funds 23,132 r26,953 17,542
SelValu nr 22.78 -1.62 -15.9 -8.9 THE LARGEST 25
STAR n 29.01 -1.11 6.8 27.0 SmCapSusI 52.07 -1.84 27.4 108.1 State Muni Bond Funds 3,051 r3,623 3,227
SmCpCorI 42.52 -2.63 3.7 52.9 National Muni Bond Funds 20,081 r23,330 14,316 Assets 3-Year* 1-Week YTD
STFed n 11.02 0.00 4.0 9.3
STIGrade n 10.97 -0.01 4.2 10.9 Vivaldi Merger: Natl Muni-Multi-Term 13,405 r15,992 10,899 Fund (billions) Investment Objective Return Return Return
STIPSixInv n 25.36 -0.07 3.3 8.8 Arbitrage Fund 10.44 -0.02 -0.7 6.8 Natl Muni-Short-Term 6,676 r7,338 3,416
StratgcEq n 30.54 -1.84 -8.7 6.2 Voya Fds: Total Money Market 2,086,392 2,061,741 2,034,451 American Funds Gro A / AGTHX $109.7 Large-Cap Growth 15.7% – 3.06% 18.3%
StrSmCpEqInv n 28.52 -1.93 -13.6 -4.3 GNMA A 8.56 0.01 3.3 9.5 Taxable Money Market 2,076,174 2,048,734 2,018,397
STTsry n 10.91 0.00 3.8 8.6 GrOppI 54.29 -3.37 12.8 54.7 Fidelity Contrafund / FCNTX 108.1 Large-Cap Growth 17.1 – 2.65 21.5
TgtRe2015 n 15.69 -0.31 3.4 17.2 InmdBdA p 10.66 -0.03 5.6 15.5 Treas & Repo Money Market 565,886 556,508 502,196 Vanguard Wellington Adm / VWENX 92.3 Mix Tgt All Gro 7.5 – 2.95 1.3
TgtRe2020 n 33.39 -0.92 2.6 18.2 InmdBdI 10.66 -0.02 5.9 16.6 Treas & Agency Money Market 1,353,768 1,309,114 1,279,293 American Funds Bal A / ABALX 81.6 Mix Tgt All Gro 6.9 – 2.56 1.7
TgtRe2025 n 20.27 -0.67 2.2 18.9 TRPGrEqI 93.15 -6.31 18.7 56.3 Prime Money Market 156,519 183,112 236,909
TgtRe2030 n 37.06 -1.38 1.7 19.1 Tax-Exempt Money Market 10,219 13,007 16,053 American Funds EuPc R6 / RERGX 76.9 Intl Large-Cap Growth 5.1 – 2.75 4.6
TgtRe2035 n
TgtRe2040 n
22.77
39.34
-0.95
-1.82
1.1
0.5
19.2
19.3
WXYZ National
State
9,103
1,115
11,486
1,521
12,883
3,171
American Funds Inc A / AMECX
PIMCO Income Inst / PIMIX
70.7
67.1
Mix Tgt All Mod
Multi-Sector Inc
3.2
3.7
– 3.15
– 0.27
– 5.2
1.6
TgtRe2045 n 24.72 -1.25 0.1 19.2 Wasatch: Total Sales All Funds 2,429,420 r2,401,923 2,331,635 Dodge & Cox Income / DODIX 67.0 Core Bond 5.6 0 6.9
TgtRe2050 n 39.80 -2.02 0.1 19.2 CoreGr n 79.53 -4.32 10.6 51.0
TgtRe2060 n 38.18 -1.94 0.1 19.2 Redemptions All Funds 2,554,361 r2,449,137 2,248,540 American Funds ICA A / AIVSX 62.3 Large-Cap Core 7.4 – 3.84 1.1
IntlGr n 34.15 -1.11 10.1 26.2
TgtRet2055 n 43.20 -2.20 0.0 19.2 MicCap n 9.64 -0.44 26.5 96.9 Purch Common Stock 332,889 r266,932 275,665 Dodge & Cox Stock / DODGX 60.6 Multi-Cap Value 1.9 – 6.22 – 13.4
TgtRetInc n 14.42 -0.25 3.8 16.6 SmCapGr n 47.67 -2.47 21.8 86.5 Sales Common Stock 403,087 r328,377 312,447 American Funds CIB A / CAIBX 58.8 Global Equity Income 1.0 – 3.31 – 8.0
TotIntBdIxInv n 11.66 0.01 3.8 15.7 SmCapV n 7.17 -0.41 -11.2 5.4 Purch Other Securities 582,856 r608,478 524,406
USGro n 57.30 -4.13 33.2 84.7 UltraGr n 39.39 -1.95 38.6 122.6 Sales Other Securities 478,307 r487,344 435,681
BlackRock Cash Inst SLA / 58.7 Instl Money Mkt NA NA NA
USValue n 15.31 -0.93 -18.1 -6.9 USTry n 21.59 0.08 19.9 40.2 Liquid Asset Ratio, % 2.2% 2.2% 2.9% Vanguard PRIMECAP Adm / VPMAX 58.6 Large-Cap Core 10.0 – 4.41 0.5
WellsI n 27.11 -0.67 1.4 17.4 WCM: Total Net Assets (Bil. $) 22,152.1 r22,695.0 20,136.4 American Funds Wash A / AWSHX 58.6 Large-Cap Core 6.4 – 5.09 – 5.7
Welltn n 42.90 -1.69 0.7 22.9 FcusEmgMk Inst 17.15 -0.40 17.1 51.6 T Rowe Price BC Gro / TRBCX 54.4 Large-Cap Growth 20.0 – 2.48 24.8
Wndsr n 18.56 -1.13 -12.5 3.7 FocInterGrFdInv 21.21 -1.10 12.5 44.0 Stock Funds 11,278.2 r11,698.2 10,601.3
WndsrII n 34.85 -2.09 -3.5 19.1 WCM Focus Funds: Hybrid Funds 1,503.7 1,538.3 1,516.7 American Funds FInv A / ANCFX 54.1 Large-Cap Core 7.6 – 4.04 – 0.5
VANGUARD INDEX FDS: WCMFocIntlGrwIns 21.33 -1.10 12.8 45.1 Taxable Bond 4,124.5 r4,099.9 3,791.6 PIMCO Tot Rtn Inst / PTTRX 53.7 Core Plus Bond 5.3 0.14 7.5
500 302.04 -17.99 2.7 34.2 Weitz Funds: Muni Bond 841.6 836.0 785.8 MetWest Total Rtn I / MWTIX 51.7 Core Plus Bond 5.8 0.03 7.5
EmgMktInstPl 92.51 -2.61 0.6 7.6 PIIIOpp 15.06 -0.67 -1.1 26.1 Taxable Money Mkt 4,290.8 4,402.3 3,307.1
ExtndIstPl 243.89 -16.24 4.3 25.9 ShtDurIncInst 12.37 -0.02 2.6 8.3 American Funds CWGI A / CWGIX 51.0 Global Large-Cap Core 5.2 – 3.38 – 0.7
Tax-Free Money Mkt 113.4 120.3 133.9
FTAIWdInPl 102.93 -5.23 -6.7 0.6 ValueInv n 48.16 -2.33 5.6 39.3 Net New Csh Flow (Mil $) -40,613 r-1,521 -23,053 American Funds NPer A / ANWPX 51.0 Global Large-Cap Growth 12.1 – 3.61 12.4
Growth 113.47 -7.17 21.6 66.6 Wells Fargo Adv Admi: Vanguard Wellesley Adm / VWIAX 48.0 Mix Tgt Alloc Con 5.8 – 1.92 1.8
IdxIntl n 16.39 -0.83 -7.0 -0.3 Growth 49.16 -3.31 25.3 78.4 Stock Mutual Funds -70,939 r-68,794 -41,931
ITTresIdx Inst 29.29 -0.06 7.3 15.1 Wells Fargo Adv Cl A: Hybrid Mutual Funds -6,639 r-2,539 -5,468 Vanguard Sh-Tm Inv Adm / VFSUX 47.6 Short Inv Grade 3.7 0.04 4.4
LTTresIdx Inst 41.00 -0.17 17.1 34.9 AstAllA p p 14.46 NA NA NA Taxable Bond Funds 30,792 r59,267 19,474 Vanguard Intl Gro Adm / VWILX 46.6 Intl Large-Cap Growth 16.6 – 1.47 33.4
MdCpGrAdml n 76.95 -5.02 13.2 47.8 CA TF A 11.93 0.00 1.9 10.2 Muni Bond Funds 6,174 r10,546 4,873 Vanguard Tgt Ret2025 Inv / VTTVX 46.5 Mixed-Asset Target 2025 6.4 – 2.20 3.0
MdCpVlAdml n 52.82 -3.05 -12.6 3.4 CmStkA p p 18.26 -1.21 -7.1 11.6 Money Market Funds -118,562 -56,796 70,693 DoubleLine Tot Rtn I / DBLTX 43.6 US Mortgage 3.8 0.09 3.4
MidCp n 48.06 -2.97 0.0 24.0 DivCapBldr 10.63 -0.50 -0.9 20.7
RUSS2000IdxInst 236.10 -15.60 -6.7 7.9 IdxAstAllA 38.19 -1.38 6.4 27.1 r-Revised.
SmCap 75.14 -4.65 -4.5 14.6 OmegaGwth 66.54 -4.54 21.5 72.9 Source: Investment Company Institute Research Dept. *Annualized 10/26/2017 to 10/29/2020. Through Thursday. Source: Lipper
M28 BARRON’S November 2, 2020

Weekly Closed-End Funds Data provided by

52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, October 30, 2020 Wells Fargo Gl Div Oppty (EOD) ....... N 4.84 4.09 – 15.5 – 15.5
General Equity Funds Investment Distancing: Ahead of the election, investors went to the sidelines. The 12 mos
Adams Diversified Equity (ADX) ...... N 18.32 15.56 – 15.1 5.1 Stock Market Prem Yield
Boulder Growth & Income (BIF) ...... N 11.74 9.52 – 18.9 – 12.1 Herzfeld Average and the Dow saw their sharpest weekly drops in months, sliding a Fund Name (Symbol) Exch NAV Price /Disc 9/30/20
Central Secs (CET)-c ........................ A 35.51 28.19 – 20.6 – 8.3
CohenStrsCEOppFd (FOF) .............. N 11.09 10.21 – 7.9 – 15.2 respective 4.4% and 6.0% for the week ended Thursday. U.S. Mortgage Bond Funds
Eagle Capital Growth (GRF)-c ........... A NA 7.17 NA – 6.8 BlckRk Income (BKT) ...................... N 6.26 6.13 – 2.1 6.7
EVTxAdvDivIncm (EVT) .................. N 21.01 18.73 – 10.9 – 17.8 51000 Net Asset Value First Trust Mtge Inc (FMY) .............. N 14.45 13.40 – 7.3 5.3
Equus II (EQS) ................................
Foxby Corp. (FXBY) ........................
N
O
NA
2.98
1.17
NA
NA – 24.0
NA NA
55100 Invesco HI 2023 Tgt Term (IHIT) ..... N 8.31 7.87 – 5.3 7.5
Invesco HI 2024 Tgt Term (IHTA) .... N 8.44 7.95 – 5.8 7.0
GabelliDiv&IncTr (GDV) ................. N 21.06 17.61 – 16.4 – 9.2 Nuveen Mortgage and Inc (JLS) ...... N 21.56 18.64 – 13.5 5.8
Gabelli Equity Tr (GAB)-h ................. N 4.85 5.33 + 9.9 – 0.1 45600 50700 Nuveen Multi-Market Inc (JMM)-c ... N 7.62 6.93 – 9.1 4.8
GeneralAmer (GAM) ....................... N 40.11 32.89 – 18.0 – 6.4 Vertical Capital Income (VCIF) ........ N NA 9.94 NA 3.3
JHancockTaxAdvDiv (HTD) ............ N 21.65 18.99 – 12.3 – 25.2 46300 Western Asset Mtg Oppty (DMO) .... N NA 13.20 NA 12.6
Librty AllStr Eq (USA) ..................... N 6.43 5.80 – 9.8 – 1.9 Investment Grade Bond Funds
Librty AllStr Gr (ASG)-h ................... N 6.95 7.20 + 3.6 26.8 40200 41900 BlRck Core Bond (BHK) .................. N 15.99 15.50 – 3.1 5.1
NuvTaxAdvTRStrat (JTA) ............... N 9.00 7.55 – 16.1 – 28.2 BR Credit Alloc Inc (BTZ) ................. N 15.00 13.81 – 7.9 7.0
Royce Micro-Cap Tr (RMT) ............. N 9.24 7.71 – 16.6 2.9 *Herzfeld 37500 BR Enhcd Govt (EGF) ...................... N 13.40 12.93 – 3.5 3.6
Royce Value Trust (RVT) ................. N 15.05 12.68 – 15.7 – 2.9
Source Capital (SOR) ...................... N 41.34 35.62 – 13.8 – 5.0 Closed-End 34800 1Q 2Q 3Q 4Q Insight Select Income (INSI) ........... N 21.61 21.04 – 2.6 4.1
InvescoBond (VBF) ......................... N 21.16 19.76 – 6.6 3.8
Special Opportunities (SPE) ............ N NA 11.42 NA – 10.4 Average % Disc/Prem From Net Asset Value J Han Income (JHS) ........................ N 15.95 15.44 – 3.2 4.9
Sprott Focus Trust (FUND) .............. O 7.02 5.82 – 17.1 – 10.1 MFS Govt Mkts (MGF) .................... N 4.74 4.62 – 2.5 7.5
Tri-Continental (TY) ........................ N 29.39 25.32 – 13.8 – 0.8 -4 MFS Intmdt (MIN) .......................... N 3.95 3.73 – 5.6 9.1
Specialized Equity Funds 29400 Western Asset Inf-Lk Inc (WIA) ....... N NA 12.36 NA 3.2
Aberdeen Glb Prem Prop (AWP) ..... N 5.23 4.36 – 16.6 – 25.9 -7 Western Asset Inf-Lk O&I (WIW) .... N NA 11.40 NA 3.6
Aberdeen Std Gl Infra I (ASGI) ......... N 19.03 16.41 – 13.8 NS WA Investment Grade Inc (PAI) ....... N NA 14.87 NA 3.9
Adams Natural Resources (PEO) .... N 11.17 9.40 – 15.8 – 37.2 -10 WesternAssetPremBd (WEA) ......... N NA 13.00 NA 6.1
AllianzGI AI & Tech Opps (AIO) ....... N 24.33 21.08 – 13.4 11.4 24000 Westn Asst IG Def Opp Tr (IGI) ........ N NA 20.50 NA 4.1
GI DivInt&PremStr (NFJ) ................ N 13.63 11.53 – 15.4 – 0.4
ASA Gold & Prec Met Ltd (ASA) ....... N 23.81 19.74 – 17.1 56.6 -13 Loan Participation Funds
BR Enh C&I (CII) ............................. N 17.08 14.82 – 13.2 – 4.4 Dow Industrials Apollo Senior Floating (AFT) ........... N NA 12.67 NA 7.8
BlackRock Energy & Res (BGR) ...... N 6.38 5.60 – 12.2 – 45.3 18600 -16 BR Debt Strategy (DSU) .................. N 11.16 9.53 – 14.6 8.5
BlackRock Eq Enh Div (BDJ) ........... N 8.09 7.01 – 13.3 – 18.1 BR F/R Inc Str (FRA) ....................... N 13.38 11.34 – 15.2 8.2
1Q 20 2Q 20 3Q 20 4Q 20 1Q 20 2Q 20 3Q 20 4Q 20 BlackRock Floatng Rt Inc (BGT) ...... N 12.98 11.11 – 14.4 8.1
BlackRock Enh Glbl Div (BOE) ......... N 10.88 9.18 – 15.6 – 6.4
BlackRock Enh Intl Div (BGY) .......... N 5.83 4.97 – 14.8 – 2.2 Blackstone / GSO Strat (BGB) .......... N 13.65 11.76 – 13.8 9.98
The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in Blackstone/GSO LS Cr Inc (BGX) ..... N 14.32 12.44 – 13.1 10.5
BlackRock Hlth Sci Tr II (BMEZ) ...... N 26.31 23.38 – 11.1 NS
BlackRock Hlth Sciences (BME) ...... N 41.41 41.70 + 0.7 11.0 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. Blackstone/GSO Sr Flt Rt (BSL) ....... N 15.23 13.19 – 13.4 8.6
BlackRock Res & Comm (BCX) ....... N 6.93 5.69 – 17.9 – 19.3 BNY Mellon Alct GCI 2024 (DCF) ..... N NA 7.59 NA 7.8
305-271-1900/www.herzfeld.com Eagle Point Credit (ECC) .................. N NA 8.00 NA 19.4
BlackRock Sci&Tech Tr II (BSTZ) .... N 30.51 26.18 – 14.2 38.5
BlackRock Sci&Tech Trust (BST) .... N 44.02 42.45 – 3.6 45.7 Eagle Point Income (EIC) ................ N NA 13.59 NA 9.7
52 Week 52 Week Eaton Vance F-R 2022 TT (EFL) ....... N 8.90 8.51 – 4.4 5.5
BlackRock Utl Inf & Pwr (BUI) ......... N 21.59 21.53 – 0.3 0.6
CBRE ClrnGlbRlEst (IGR) ................ A 6.91 5.60 – 19.0 – 23.3 Stock Market Prem Market Stock Market Prem Market EtnVncFltRteInc (EFT) .................... N 13.73 12.36 – 10.0 7.9
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 9.37 NA – 74.9 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return EtnVncFltRteIncPlus (EFF) .............. N 15.72 14.33 – 8.8 6.2
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 10.41 NA – 72.2 EV SenFlRtTr (EFR) ......................... N 13.50 11.90 – 11.9 8.1
NuvCorEqAlpha (JCE) ..................... N 13.66 12.16 – 11.0 – 8.4 CalamosConvHi (CHY) ................... N 13.22 11.50 – 13.0 13.1 EVSnrIncm (EVF) ........................... N 6.44 5.80 – 9.9 6.8
ClearBridge MLP & Midstm (CEM) .. N NA 12.27 NA – 74.4 NuveenDiversDiv&Inc (JDD) .......... N 8.95 7.34 – 18.0 – 25.6 CalmosConvOp (CHI) ..................... N 12.54 10.89 – 13.2 11.8
Cntr Cst Brkfld MLP&EI (CEN) ......... N 10.54 7.45 – 29.3 – 85.8 First Eagle Senior Loan (FSLF) ........ N 15.16 12.62 – 16.8 9.0
Nuveen Nasdaq 100 Dyn Ov (QQQX) N 23.85 22.52 – 5.6 2.9 Ellsworth G&I Fund Ltd (ECF) .......... A 13.26 11.23 – 15.3 9.8 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.36 10.51 – 15.0 9.8
ChnStrInfr (UTF) ............................. N 22.56 22.77 + 0.9 – 9.0 Nuv Real Est (JRS) .......................... A 8.58 7.23 – 15.7 – 26.4 Gabelli Conv Sec (GCV) ................... N 5.85 5.17 – 11.6 1.4
COHEN & STEERS MLP INC&E (MIE) N 2.13 1.59 – 25.4 – 76.6 FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 9.07 8.48 – 6.5 3.3
Nuveen Rl Asst Inc & Gro (JRI) ........ N 14.09 11.64 – 17.4 – 28.9 HiIncBd (PCF) ................................. N 8.36 7.27 – 13.0 – 6.1 Highland Income (HFRO) ................ N 12.64 7.85 – 37.9 10.7
Cohen&SteersQualInc (RQI) ........... N 11.65 10.31 – 11.5 – 25.7 NuvS&P500DynOvFd (SPXX) ......... N NA 12.77 NA – 12.9 World Equity Funds
Cohen&Steers TotRet (RFI) ............ N 12.02 11.47 – 4.6 – 20.7 InvDYCrOpp (VTA) ......................... N 10.86 9.25 – 14.8 9.7
NuvSP500BuyIncFd (BXMX) .......... N 12.65 10.88 – 14.0 – 13.0 AbrdnAusEq (IAF) ........................... A 5.16 4.47 – 13.4 – 3.3 InvSnrIncTr (VVR) .......................... N 4.23 3.55 – 16.1 7.5
CohenStrsREITPrefInc (RNP) ......... N 21.49 19.14 – 10.9 – 17.6 PIMGlbStkPI (PGP) ........................ N NA 7.80 NA – 24.1 Aberdeen Emg Mkts Eq Inc (AEF) .... A 7.75 6.50 – 16.1 – 6.5
Columbia Sel Prm Tech Gr (STK) ..... N 21.91 21.33 – 2.6 3.5 Nuveen Credit Strat Inc (JQC) ......... N 6.79 5.79 – 14.7 18.4
ReavesUtilityIncome (UTG) ............ A 30.77 31.45 + 2.2 – 10.0 Aberdeen Glbl Dyn Div (AGD) .......... N 10.16 8.58 – 15.6 – 5.1 NuvFloatRateIncFd (JFR) ................ N 9.42 7.97 – 15.4 8.0
CushingMLPTotRet (SRV)-d ............ N 22.54 15.68 – 30.4 – 53.8 RMR Mortgage Trust (RMRM) ........ A NA 7.04 NA – 63.7 Aberdeen Japan Equity (JEQ) .......... N 9.80 8.22 – 16.1 11.5
Cushing NextGen Inf Inc (SZC) ........ N 37.78 26.20 – 30.7 – 43.2 NuvFloatRteIncOppty (JRO) ........... N 9.33 7.85 – 15.9 7.9
Salient Midstream & MLP (SMM) ... N 4.97 3.45 – 30.6 – 49.4 Aberdeen Tot Dyn Div (AOD) ........... N 8.77 7.31 – 16.6 – 6.3 Nuveen Senior Income (NSL) .......... N 5.53 4.67 – 15.6 8.5
DNP Select Income (DNP)-a ............. N 8.64 9.99 + 15.7 – 15.4 Tortoise Energy Ind (NDP) .............. N 13.48 9.91 – 26.5 – 66.6 BlackRock Capital Alloc (BCAT) ...... N 19.74 19.78 + 0.2 NS
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 12.11 10.20 – 15.8 – 26.3 Nuveen Sht Dur Crdt Opp (JSD) ...... N 14.04 11.91 – 15.2 8.2
Tortoise Enrgy Infra Crp (TYG) ........ N 20.48 15.02 – 26.7 – 78.5 Calamos GloDynInc (CHW) ............. N 8.03 7.80 – 2.9 6.4 PionrFltRate Tr (PHD) ..................... N 10.83 10.02 – 7.5 6.7
Duff&Ph Sel MLP&MS Engy (DSE) . N 0.48 0.36 – 25.0 – 90.0 Tortoise Ess Asst Inc Tm (TEAF) ..... N 14.73 11.25 – 23.6 – 23.4 Cdn Genl Inv (CGI)-y ........................ T 41.18 27.60 – 33.0 19.6
EtnVncEqtyInc (EOI) ....................... N 15.14 13.82 – 8.7 – 3.4 WA Corporate Loan (TLI) ................ N NA 9.24 NA 8.3
Tortoise Midstream Enrgy (NTG) .... N 20.59 14.64 – 28.9 – 85.9 Central and Eastern Euro (CEE) ....... N 22.03 18.33 – 16.8 – 30.6
EtnVncEqtyIncoII (EOS) ................. N 18.50 17.93 – 3.1 12.6 China (CHN) ................................... N 31.52 27.93 – 11.4 46.3 High Yield Bond Funds
Tortoise Pipelne & Enrgy (TTP) ....... N 16.32 11.30 – 30.8 – 75.8 Aberdeen Inc Credit Str (ACP) ......... N 10.15 9.18 – 9.6 14.3
EVRskMnDvsEqInc (ETJ) ............... N 9.49 9.40 – 0.9 10.6 Tortoise Pwr & Engy Infr (TPZ) ....... N 11.65 8.23 – 29.4 – 46.3 Delaware Enh Gl Div & In (DEX) ....... N 9.52 8.55 – 10.2 – 5.1
ETnVncTxMgdBuyWrtInc (ETB) ..... N 13.34 13.10 – 1.8 – 12.1 EV TxAdvGlbDivInc (ETG) ............... N 16.16 14.29 – 11.6 – 8.0 AllianceBernGlHiIncm (AWF) .......... N 12.11 10.29 – 15.0 7.4
Wells Fargo Ut & Hi Inc (ERH) ......... A 12.39 12.00 – 3.1 – 8.8 Angel Oak Dynmc FS I Trm (DYFN) .. N NA 17.16 NA NS
EtnVncTxMgdBuyWrtOpp (ETV) ..... N 13.20 13.33 + 1.0 – 1.1 Income & Preferred Stock Funds EtnVncTxAdvOpp (ETO) ................. N 22.39 19.74 – 11.8 – 17.6
EvTxMnDvsEqInc (ETY) ................. N 11.60 10.34 – 10.9 – 5.3 Economic Inv Tr (N/A)-cy ................. T 144.73 96.00 – 33.7 – 3.2 Angel Oak FS Inc Trm (FINS) ........... N NA 16.27 NA 7.6
EtnVncTxMgdGlbB (ETW) .............. N 9.26 8.13 – 12.2 – 11.8 CalamosStratTot (CSQ) .................. N 13.30 12.80 – 3.8 6.9 Barings Glb SD HY Bd (BGH) ........... N 14.86 12.82 – 13.7 11.2
CohenStrsLtdDurPref&Inc (LDP) ... N 24.58 23.24 – 5.5 – 3.3 European Equity Fund Inc (EEA) ...... N 10.16 8.73 – 14.1 – 1.0
EVTxMnGblDvEqInc (EXG) ............. N 8.09 7.13 – 11.9 – 6.0 FirstTrAbEmergOp (FEO) ................ N 14.28 12.13 – 15.1 – 0.5 BR Corporate HY (HYT) .................. N 11.32 10.60 – 6.4 8.7
First Trust Energy Inc G (FEN) ......... A 11.68 9.23 – 21.0 – 49.9 CohenStrsSelPref&Income (PSF) ... N 25.33 25.00 – 1.3 – 11.6 BlackRock Ltd Dur Inc (BLW) .......... N 16.18 14.29 – 11.7 8.0
CohenStrsTaxAvPreSecs&I (PTA) .. N 25.00 25.00 + 0.0 NS FirstTr Dyn Euro Eq Inc (FDEU) ....... N 10.92 9.28 – 15.0 – 31.2
First Tr Enhanced Eq (FFA) .............. N 15.99 14.38 – 10.1 – 3.7 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 12.19 9.80 – 19.6 – 6.5 BNY Mellon Hi Yield Str (DHF) ......... N NA 2.70 NA 9.5
First Tr Specialty Fn (FGB) ............... N 2.79 2.34 – 16.1 – 58.3 Del Div & Inc (DDF) ......................... N 8.51 7.55 – 11.3 – 41.1 Brookfield Real Asst Inc (RA) .......... N 18.80 15.89 – 15.5 14.4
Dividend and Income (DNIF) ........... O 13.56 NA NA NA Gabelli Multimedia (GGT)-h ............. N 6.53 6.16 – 5.7 – 12.6
FirstTrEnergyInfra (FIF) .................. N 11.50 9.36 – 18.6 – 36.6 GDL Fund (GDL) ............................. N 10.68 8.39 – 21.4 – 3.8 CrSuisHighYld (DHY) ..................... A 2.39 2.07 – 13.4 9.6
FirstTrMLPEner&Inc (FEI) .............. N NA 4.92 NA – 51.8 FirstTrIntDurPref&Inc (FPF) ........... N 22.65 21.56 – 4.8 – 2.7 CSAM Income Fd (CIK) ................... A 3.23 2.92 – 9.8 9.1
Gabelli Go Anywhere Tr (GGO) ........ N 11.37 11.24 – 1.1 – 22.6 Herzfeld Caribb (CUBA) .................. O NA 3.57 NA – 41.1
Gab Gl Util & Inc (GLU)-h ................. A 16.60 16.21 – 2.3 – 6.9 Highland Global Alloc (HGLB) ......... N 9.22 5.07 – 45.0 – 38.1 DoubleLine Inc Sol (DSL) ................ N NA 15.32 NA 11.5
Gabelli Healthcare (GRX)-h .............. N 12.01 9.98 – 16.9 0.9 JHanPrefInc (HPI) .......................... N 18.55 17.97 – 3.1 – 14.9 India Fund (IFN) .............................. N 19.81 16.58 – 16.3 – 11.0 DoubleLine Yld Opps (DLY) ............ N 19.07 17.07 – 10.5 NS
Gab Utility (GUT)-h .......................... N 3.89 7.62 + 95.9 15.0 JHPrefIncII (HPF) ........................... N 18.24 17.36 – 4.8 – 15.1 J Han Hdgd Ety & Inc (HEQ) ............ N 11.71 9.82 – 16.1 – 23.0 EVHiInc2021 (EHT) ........................ N 9.85 9.52 – 3.4 3.9
GAMCOGlGold&NatRes (GGN) ....... A 3.80 3.32 – 12.6 – 9.1 HnckJPfdInco III (HPS) .................. N 16.33 15.73 – 3.7 – 10.9 JHancockTaxAdv Gl Sh Yld (HTY) ... N 5.78 4.75 – 17.8 – 23.6 First Tr Hi Inc Lng/Shrt (FSD) .......... N 15.66 13.49 – 13.9 9.4
GAMCO NR GLD & INC TR (GNT) .... N 5.59 4.65 – 16.8 – 13.2 J Han Prm (PDT) ............................. N 12.84 12.55 – 2.3 – 22.4 Japan Smaller Cap (JOF) ................. N NA 8.25 NA – 1.0 First Trust HY Opp:2027 (FTHY) ...... N 20.43 20.03 – 2.0 NS
J Han Finl Opptys (BTO) .................. N 21.95 22.22 + 1.2 – 28.4 LMP CapInco (SCD) ........................ N NA 9.70 NA – 23.2 Korea (KF) ...................................... N 35.96 30.15 – 16.2 6.3 Franklin Univ (FT)-a ......................... N 8.20 6.78 – 17.3 5.6
Macquarie/FirstTr Gl (MFD) ............ N 8.90 7.37 – 17.2 – 20.6 Nuveen Pref & I 2022 Trm (JPT) ...... N 23.17 22.98 – 0.8 – 0.3 LazardGlbTotRetInc (LGI) ............... N 17.14 14.76 – 13.9 2.7 InvHighIncTrII (VLT) ...................... N 14.01 12.10 – 13.6 9.4
Madison CovCall & Eq Str (MCN) .... N 6.66 5.76 – 13.5 1.5 Nuveen Pref & Inc Opp (JPC) .......... N 9.06 8.30 – 8.4 – 10.4 MexicoEqandIncmFd (MXE) ........... N 9.62 7.80 – 18.9 – 28.2 IVY HIGH INCOME OPP (IVH) ......... N NA 11.69 NA 10.3
Neuberger Brmn MLP & EI (NML) ... N 3.48 2.43 – 30.2 – 60.4 Nuveen Fd (JPS) ............................. N 9.24 8.78 – 5.0 – 6.4 Mexico (MXF) ................................. N NA 10.49 NA – 19.5 MFS IntmdHgInc (CIF) .................... N 2.39 2.33 – 2.5 9.96
NubrgrRlEstSec (NRO) ................... A 3.89 3.70 – 4.9 – 26.0 Nuveen Pref & Inc Term (JPI) .......... N 22.96 21.79 – 5.1 – 6.7 Miller/Howard High Inc E (HIE) ....... N 6.94 5.98 – 13.8 – 43.2 NeubHgYldStrt (NHS) ..................... N 11.74 10.75 – 8.4 9.7
Nuv Dow 30 Dyn Overwrite (DIAX) .. N 14.94 12.72 – 14.9 – 22.2 Nuveen TxAdvDivGr (JTD) .............. N 14.05 11.88 – 15.4 – 23.8 MS ChinaShrFd (CAF)-J ................... N 26.07 21.93 – 15.9 5.8 New Amer Hi Inc (HYB) ................... N 9.35 8.18 – 12.5 7.0
TCW Strat Income (TSI) .................. N NA 5.65 NA 4.8 MS India (IIF) .................................. N 21.04 17.29 – 17.8 – 12.0 NexPointStratOppty (NHF) ............. N 16.92 9.13 – 46.0 19.6
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Convertible Sec's. Funds New Germany (GF) ......................... N 18.74 16.00 – 14.6 13.5 Nuveen CI 2023 Target (JHAA) ........ N 9.64 9.36 – 2.9 6.0
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. AdvntCnvrtbl&IncFd (AVK) ............. N 16.06 13.62 – 15.2 2.0 New Ireland (IRL) ........................... N 10.76 7.85 – 27.0 – 13.7 Nuveen CI Nov 2021 Tgt (JHB) ........ N 9.40 9.01 – 4.1 4.8
e-NAV assumes rights offering is fully subscribed. f-Rights offering AllianzGI Con & Inc 2024 (CBH) ...... N 9.65 8.85 – 8.3 – 2.4 RENN Fund (RCG) .......................... A NA 1.37 NA – 11.0 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.14 7.85 – 3.6 7.1
GI Conv & Inc (NCV) ....................... N 5.29 4.55 – 14.0 – 10.5 Royce Global Value Trust (RGT) ...... N 13.59 12.57 – 7.5 20.1 Nuveen Global High Inc (JGH) ......... N 15.80 13.61 – 13.9 8.5
in process. g-Rights offering announced. h-Lipper data has been ad- AGI Conv & Inc II (NCZ) ................... N 4.73 4.02 – 15.0 – 10.1 Swiss Helvetia (SWZ) ..................... N 9.17 7.67 – 16.4 0.6 Nuveen Hi Inc 2020 Trgt (JHY) ........ N NA NA NA 1.9
justed for rights offering. j-Rights offering has expired, but Lipper AGI Dvs Inc & Conv (ACV) ............... N 28.75 25.05 – 12.9 17.6 Templeton Dragon (TDF) ................ N 26.11 23.56 – 9.8 46.9 PGIM Global High Yield (GHY) ........ N 15.24 12.73 – 16.5 9.5
data not yet adjusted. l-NAV as of previous day. o-Tender offer in AGI Eqty & Conv Inc (NIE) ............... N 27.32 24.12 – 11.7 17.9 Templeton Em Mkt (EMF) ............... N 17.71 15.89 – 10.3 12.0 PGIM High Yield Bond (ISD) ........... N 15.79 13.53 – 14.3 9.1
process. Source: Lipper Bancroft Fund Ltd (BCV) ................. A 29.44 24.63 – 16.3 10.2 United Corps Ltd (UNC)-cy ............... T 153.64 93.00 – 39.5 0.0 PioneerHilncmTr (PHT) .................. N 8.64 7.72 – 10.6 9.3

THREE YEAR TED SPREAD Market Sentiment LAST +0.77

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate 1.2
1.5
1.4 Euphoria
0.8
1.3
1.2
0.4
1.1
1.0
0.9 0
0.8
0.7 -0.4
Friday's Close 0.12
0.6 Panic
0.5 -0.8
0.4
0.3 -1.2
0.2 O N D J F M A M J J A S O
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
17 18 19 20 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
November 2, 2020 BARRON’S M29

Weekly Closed-End Funds Data provided by

12 mos 12 mos 12 mos 52 Week

Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc 9/30/20 Fund Name (Symbol) Exch NAV Price /Disc 9/30/20 Fund Name (Symbol) Exch NAV Price /Disc 9/30/20 Fund Name (Symbol) Exch NAV Price /Disc Return
Wells Fargo Income Oppty (EAD) .... A 8.38 7.19 – 14.2 9.6 EVMuniIncm (EVN) ........................ N 13.77 12.61 – 8.4 4.3 NuvNJ Qual Muni Inc (NXJ) ............. A 16.09 13.56 – 15.7 4.7 VirtusTotalRetFd (ZTR) ................... z 8.69 7.36 – 15.3 – 7.0
WstAstHIF II (HIX) .......................... N 6.82 6.44 – 5.6 9.1 EVNatMuniOpp (EOT) ..................... N 21.07 20.30 – 3.7 4.0 Nuveen NY AMT/Fr Qual MI (NRK) .. A 14.59 12.80 – 12.3 4.2 Loan Participation Funds
Western Asset Hi Inc Opp (HIO) ...... N 5.26 4.88 – 7.2 7.8 FedHrmsPremMuI (FMN) ............... N 15.13 13.83 – 8.6 4.2 Nuveen NY Val (NNY) ...................... N 9.98 9.96 – 0.2 3.3 1WS Credit Income (N/A) ................ z NA NA NA 6.2
Western Asset Hi Yld D O (HYI) ....... N 15.20 14.08 – 7.4 8.0 InvAdvMuIncTrII (VKI) ................... A 11.82 10.68 – 9.6 4.9 Nuveen NY Muni Value 2 (NYV) ....... N 15.54 14.31 – 7.9 2.4 AlphCntrc Prime Merid In (N/A) ....... z 9.98 NA NA NS
Other Domestic Taxable Bond Funds Invesco MuniOp (OIA) .................... N 7.43 7.08 – 4.7 5.1 Nuveen NY Qual Muni Inc (NAN) ..... N 15.06 13.30 – 11.7 4.3 Angel Oak Str Crdt:Inst (N/A) .......... z NA NA NA 8.0
Apollo Tactical Income (AIF) ........... N NA 12.57 NA 8.2 InvescoMuOppTr (VMO) ................ N 13.21 12.28 – 7.0 4.8 Nuveen NY Sel Tx-Free (NXN) ......... N 14.15 13.13 – 7.2 3.6 Axonic Alternative Inc (N/A) ............ z NA NA NA 3.9
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 12.45 NA 9.7 InvescoMuTr (VKQ) ........................ N 13.22 12.01 – 9.2 4.8 Nuveen OH Qual Muni Inc (NUO) ..... N 17.41 15.20 – 12.7 3.5 Blackstone/GSO FR EI D (N/A) ......... z 22.77 NA NA 6.0
Barings Corporate Inv (MCI) ........... N 14.73 11.66 – 20.8 8.6 InvescoQual Inc (IQI) ...................... N 13.40 12.18 – 9.1 4.7 Nuveen PA Muni Value (NPN) ......... N 14.89 NA NA 2.7 Blackstone/GSO FR EI I (N/A) .......... z 22.74 NA NA 6.3
Barings Part Inv (MPV) ................... N 13.35 10.66 – 20.1 8.6 InvTrInvGrMu (VGM) ..................... N 13.64 12.40 – 9.1 4.9 Nuveen PA Qual Muni Inc (NQP) ..... N 15.47 13.37 – 13.6 4.6 Blackstone/GSO FR EI T (N/A) ......... z 22.70 NA NA 5.8
BlackRock Mlt-Sctr Inc (BIT) .......... N 17.66 15.65 – 11.4 9.4 InvescoValMunInc (IIM) ................. N 16.29 14.66 – 10.0 4.7 Nuveen VA Qlty Mun Inc (NPV) ....... N 14.91 14.93 + 0.1 3.5 Blackstone/GSO FR EI T-I (N/A) ....... z 23.26 NA NA 5.7
BlackRock Tax Muni Bd (BBN) ........ N 24.31 25.31 + 4.1 5.1 MAINSTAY:MK DEFTR MUN OP (MMD) N NA 20.89 NA 4.9 PIMCO CA (PCQ) ............................ N NA 17.41 NA 4.6 Blackstone/GSO FR EI U (N/A) ......... z 23.70 NA NA NS
DoubleLine:Oppor Crdt Fd (DBL) .... N 19.40 18.76 – 3.3 7.4 MFS HgIncMuniTr (CXE) ................ N 5.10 4.66 – 8.6 5.2 PIMCOCAMuniII (PCK) ................... N NA 8.91 NA 4.2 Blstn Commnty Dev (N/A) ............... z 10.10 NA NA 3.5
Duff&Ph Util Cor (DUC) .................. N 9.55 9.10 – 4.7 6.0 MFS HgYldMuniTr (CMU) ............... N 4.60 4.17 – 9.3 5.1 Pimco CA Muni III (PZC) ................. N NA 10.06 NA 4.3 BNYM Alcntr Glb MS Cr Fd (N/A) ..... z NA NA NA 7.3
EVLmtDurIncm (EVV) ..................... A 13.12 11.70 – 10.8 10.6 NeubrgrBrm (NBH)-a ....................... A 14.75 14.15 – 4.1 4.8 PIMCO NY (PNF) ............................ N NA 10.71 NA 4.6 CLIFFWATER CL FD;I (N/A) ............. z 10.41 NA NA 4.4
Franklin Ltd Dur Income (FTF)-a ....... A 9.12 8.24 – 9.7 11.1 Nuveen AMT-Fr Mu Val (NUW) ........ N 16.81 16.21 – 3.6 3.0 PIMCONYMuniII (PNI) ................... N NA 10.15 NA 4.4 CNR Strategic Credit (N/A) .............. z 9.46 NA NA 8.4
J Han Investors (JHI) ...................... N 17.11 15.47 – 9.6 8.5 Nuveen AMT-Fr Qlty Mun I (NEA) .... A 15.50 14.33 – 7.5 4.5 Pimco NY Muni III (PYN) ................. N NA 8.46 NA 4.6 FedProj&TrFinanceTendr (N/A) ...... z 9.94 NA NA 2.8
KKR Income Opportunities (KIO) .... N NA 13.25 NA 11.0 Nuveen AMT-Fr Mu CI (NVG) .......... A 16.76 15.62 – 6.8 5.0 General Equity Funds FS Global Crdt Opptys D (N/A) ......... z NA NA NA 7.3
MFS Charter (MCR) ........................ N 8.68 8.16 – 6.0 8.7 Nuveen Dyn Muni Opp (NDMO) ....... N 14.92 NA NA NS Alternative Strategies:I (N/A) .......... z 4.84 NA NA – 24.6 Garrison Capital Inc (GARS) ............ z NA NA NA NA
Nuveen Taxable Muni Inc (NBB) ...... N 21.81 21.73 – 0.4 5.0 Nuveen Enh Muni Val (NEV) ............ N 15.05 14.61 – 2.9 4.7 Continuously Offered Schrdrs Opp Inc;A (N/A)-a ............... z 24.88 NA NA NS
PCM Fund (PCM) ............................ N NA 9.73 NA 9.4 Nuveen Int Dur Mun Term (NID) ...... N 13.76 13.20 – 4.1 3.8 52 Week Schrdrs Opp Inc;A2 (N/A) ............... z NA NA NA NS
PIMCO Corp & Inc Oppty (PTY) ....... N NA 16.07 NA 9.8 Nuveen Int Dur Qlty Mun (NIQ) ........ N 14.50 14.20 – 2.1 2.7 Stock Market Prem Market Schrdrs Opp Inc;I (N/A)-a ................ z 24.90 NA NA NS
PIMCO Corp & Inc Strat (PCN) ........ N NA 15.33 NA 9.0 Nuveen Mu Crdt Opps (NMCO) ....... N 12.81 11.68 – 8.8 5.2 Schrdrs Opp Inc;SDR (N/A)-a .......... z 24.94 NA NA NS
NuvMuni2021TgtTerm (NHA) ......... N 9.79 9.70 – 0.9 1.6 Fund Name (Symbol) Exch NAV Price /Disc Return
PIMCOHilnco (PHK) ....................... N NA 5.27 NA 12.4 Invesco Sr Loan A (N/A) .................. z 5.98 NA NA 4.8
PIMCO IncmStrFd (PFL) ................. N NA 10.09 NA 10.6 Nuv Muni Credit Income (NZF) ........ A 15.96 14.74 – 7.6 5.1 Specialized Equity Funds Invesco Sr Loan C (N/A) .................. z 6.00 NA NA 4.0
PIMCO IncmStrFd II (PFN) .............. N NA 9.03 NA 10.5 NuvMuniHiIncOpp (NMZ) ............... A 13.23 13.22 – 0.1 5.3 Bluerock Total Inc+ RE:A (N/A) ........ z 29.19 NA NA 0.7 Invesco Sr Loan IB (N/A) ................. z 5.99 NA NA 5.0
Putnam Mas Int (PIM) .................... N 4.31 4.05 – 6.0 8.7 Nuveen Muni Inc (NMI) ................... N 11.08 11.31 + 2.1 3.4 Bluerock Total Inc+ RE:C (N/A) ........ z 27.80 NA NA 0.0 Invesco Sr Loan IC (N/A) ................. z 5.99 NA NA 4.9
Putnam Prem Inc (PPT) .................. N 4.77 4.45 – 6.7 9.4 Nuveen Muni Val (NUV) .................. N 10.48 10.81 + 3.1 3.4 Bluerock Total Inc+ RE:I (N/A) ......... z 29.74 NA NA 1.0 Invesco Sr Loan Y (N/A) .................. z 5.99 NA NA 5.0
Wells Fargo Multi-Sector (ERC) ...... A 12.14 10.85 – 10.6 10.9 Nuveen Quality Muni Inc (NAD) ....... N 15.75 14.44 – 8.3 4.5 Bluerock Total Inc+ RE:L (N/A) ........ z 28.94 NA NA 0.5 Pioneer Sec Inc (N/A) ...................... z 9.13 NA NA NS
World Income Funds Nuveen Sel Mat (NIM) ..................... N 10.67 10.44 – 2.2 3.0 Broadstone Rl Est Acc:I (N/A) .......... z NA NA NA NA High Yield Bond Funds
Nuveen Sel TF (NXP) ....................... N 16.04 16.84 + 5.0 3.2 Broadstone Rl Est Acc:W (N/A) ....... z NA NA NA NA Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 6.4
Abrdn AP IncFd (FAX) ..................... N 4.65 3.80 – 18.3 7.9 Nuveen Sel TF 2 (NXQ) .................... N 15.33 15.14 – 1.2 3.3
Aberdeen Global Income (FCO) ....... N 6.55 6.80 + 3.8 11.0 CIM RA&C A (N/A) .......................... z NA NA NA NS Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 6.4
Nuveen Sel TF 3 (NXR) .................... N 16.53 16.36 – 1.0 3.1 CIM RA&C C (N/A) .......................... z NA NA NA NS Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 6.5
BlackRock 2022 Gl Inc Op (BGIO) ... N 8.75 8.61 – 1.6 7.1 PIMCO MuniInc (PMF) .................... N NA 12.91 NA 4.9
BrndywnGLB Glb Inc Oppts (BWG) . N 13.35 11.01 – 17.5 7.2 CIM RA&C I (N/A) ........................... z NA NA NA NS Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 6.4
PIMCOMuniIncII (PML) .................. N NA 13.17 NA 5.3 CIM RA&C L (N/A) .......................... z NA NA NA NS Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 6.5
EtnVncStDivInc (EVG) .................... N 13.23 11.85 – 10.4 7.9 Pimco Muni III (PMX) ..................... N NA 11.19 NA 4.9
First Tr/Ab Glbl Inc (FAM) ................ N 10.68 9.45 – 11.5 9.9 Clarion Partners REI D (N/A) ........... z NA NA NA NA PIMCO Flexible Cr I;A-2 (N/A) .......... z 8.65 NA NA NS
PioneerHilncAdv (MAV) .................. N 12.07 10.90 – 9.7 4.4 Clarion Partners REI I (N/A) ............. z NA NA NA NA PIMCO Flexible Cr I;A-4 (N/A) .......... z 8.65 NA NA 10.6
MS EmMktDomDebt (EDD) ............ N 6.75 5.59 – 17.2 8.2 PioneerMunHiIcmT (MHI) .............. N 12.89 11.34 – 12.0 4.6
Ms EmMktDebtFd (MSD) ................ N 10.06 8.41 – 16.4 5.4 Clarion Partners REI S (N/A) ........... z NA NA NA NA PIMCO Flexible Cr I;Inst (N/A) ......... z 8.65 NA NA 11.4
Putnam Mgd Inc (PMM) ................. N 7.91 7.64 – 3.4 5.0 Clarion Partners REI T (N/A) ............ z NA NA NA NA PionrILSBridge (N/A) ..................... z NA NA NA 0.0
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 7.52 6.95 – 7.6 5.8 Putnam Muni Opp (PMO) ................ N 13.48 12.77 – 5.3 4.9
PIMCO Dyn Crd & Mrt Inc (PCI) ....... N NA 18.88 NA 12.6 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA WA Middle Mkt Dbt (N/A) ................ z 600.73 NA NA 8.3
RiverNorth Flex Muni Inc (RFM) ...... N NA NA NA NS Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA WA Middle Mkt Inc (N/A) ................. z 587.16 NA NA 9.7
PIMCO Dynamic Income (PDI) ........ N 23.42 24.17 + 3.2 12.0 RiverNorth Mgd Dur Mun I (RMM) .. N 18.51 16.55 – 10.6 6.0
PIMCO Income Opportunity (PKO) .. N 21.89 22.55 + 3.0 9.8 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA Other Domestic Taxable Bond Funds
RiverNorth Opps Muni Inc (RMI) ..... N NA 20.15 NA 4.6 GS Real Est Div Inc:A (N/A) ............. z 9.46 NA NA – 7.4
PIMCO Stratg Inc (RCS) .................. N NA 6.13 NA 10.8 Western Asset Mgd Muni (MMU) .... N 13.47 12.18 – 9.6 4.5 Am Beacon Apollo TR:T (N/A) ......... z 10.12 NA NA NS
StoneHarbor EM Tot Inc (EDI) ......... N 7.50 6.98 – 6.9 17.2 GS Real Est Div Inc:C (N/A) ............. z 9.45 NA NA – 7.9 Am Beacon Apollo TR:Y (N/A) ......... z 10.15 NA NA 3.1
Western Asset Mun Hi Inc (MHF) .... N 7.86 7.19 – 8.5 3.9 GS Real Est Div Inc:I (N/A) .............. z 9.87 NA NA – 7.2
StoneHarbor Emg Mkts Inc (EDF) ... N 6.50 6.24 – 4.0 21.2 WstAstMuniPrtnrs (MNP) .............. N NA 14.05 NA 4.0 Am Beacon SP Enh Inc:T (N/A) ........ z 9.31 NA NA NS
Templeton Em Inc (TEI) .................. N 8.76 7.26 – 17.1 8.4 GS Real Est Div Inc:L (N/A) .............. z 9.46 NA NA – 7.5 Am Beacon SP Enh Inc:Y (N/A) ........ z 9.36 NA NA 4.4
Westn Asst Mu Def Opp Tr (MTT) .... N NA 20.06 NA 3.4 GS Real Est Div Inc:W (N/A) ............ z 9.60 NA NA – 7.4
Templtn Glbl Inc (GIM) ................... N 6.15 5.19 – 15.6 4.9 Single State Muni Bond BR Credit Strat;A (N/A) ................... z 10.00 NA NA NS
Virtus Gl MSec Inc (VGI) ................. N 12.13 10.70 – 11.8 13.0 NexPointRlEstStrat;A (N/A)-a .......... z 15.29 NA NA – 21.3 BR Credit Strat;Inst (N/A) ................ z 9.99 NA NA 5.2
BlackRock CA Mun (BFZ) ................ N 15.41 13.00 – 15.6 3.5 NexPointRlEstStrat;C (N/A)-a .......... z 15.45 NA NA – 21.6
WstAstEmergDebt (EMD) ............... N NA 12.00 NA 9.7 BlckRk FL Muni 20 (BFO) ................ N 14.82 14.75 – 0.5 0.5 BlackRock Mlt-Sctr Oppty (N/A) ...... z 81.85 NA NA 9.2
Western Asset Gl Cr D Op (GDO) ..... N 17.91 16.53 – 7.7 7.3 NexPointRlEstStrat;Z (N/A)-a ........... z 15.44 NA NA – 20.8 BlackRock Mlt-Sec Opp II (N/A) ...... z 84.76 NA NA 8.9
BlackRock MA Tax-Exempt (MHE) .. N 13.54 13.27 – 2.0 3.7 PREDEX;I (N/A) .............................. z 25.14 NA NA 0.0
WstAstVarRte (GFY) ....................... N NA 16.23 NA 5.6 BlackRock MD Mun Bd (BZM) ......... N 14.92 14.00 – 6.2 3.4 Carlyle Tact Pvt Cred:A (N/A) ........... z NA NA NA 7.3
National Muni Bond Funds PREDEX;T (N/A) ............................. z 25.24 NA NA 0.0 Carlyle Tact Pvt Cred:I (N/A) ............ z NA NA NA 8.0
BR MH CA Qly Fd Inc (MUC) ............ N 15.53 14.25 – 8.2 4.0 PREDEX;W (N/A) ............................ z 25.24 NA NA 0.0
AllBerNatlMunInc (AFB) ................. N 14.94 13.58 – 9.1 4.1 BR MH NJ Qly (MUJ) ....................... N 15.53 13.53 – 12.9 4.8 Carlyle Tact Pvt Cred:L (N/A) ........... z NA NA NA 7.6
BlckRk Inv Q Mun (BKN) ................. N 16.12 15.72 – 2.5 4.5 Principal Dvs Sel RA A (N/A) ........... z NA NA NA NA Carlyle Tact Pvt Cred:M (N/A) .......... z NA NA NA NS
BR MH NY Qly (MHN) ..................... N 14.72 13.29 – 9.7 4.1 Principal Dvs Sel RA Ins (N/A) ......... z NA NA NA NA
BlckRk L-T Muni Adv (BTA) ............. N 12.38 11.72 – 5.3 5.1 BlkRkMunyldAZ (MZA) ................... N 14.48 14.80 + 2.2 3.8 Carlyle Tact Pvt Cred:N (N/A) .......... z NA NA NA 8.1
BR Mu InDur (MUI) ......................... N 15.67 14.00 – 10.7 4.0 Principal Dvs Sel RA Y (N/A) ........... z NA NA NA NA Carlyle Tact Pvt Cred:Y (N/A) ........... z NA NA NA 7.8
BR MuniYld CA (MYC) .................... N 15.73 13.93 – 11.4 3.7 SharesPost 100;A (N/A) .................. z 33.24 NA NA 14.1
BlackRock Muni 2020 (BKK) ........... N 15.08 15.00 – 0.5 1.1 BR MuniYld CA Qly (MCA) ............... N 15.65 14.38 – 8.1 4.0 CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.8
BlackRock Muni 2030 Tgt (BTT) ...... N 26.09 24.86 – 4.7 3.0 BR MuniYld MI Qly (MIY) ................ N 15.53 13.53 – 12.9 4.2 SharesPost 100:I (N/A) ................... z 33.48 NA NA 14.4 CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.8
BlackRock Mun Bd (BBK) ................ N 16.17 15.51 – 4.1 4.5 BR MuniYld NJ (MYJ) ..................... N 15.61 13.49 – 13.6 5.2 SharesPost 100:L (N/A) .................. z 33.02 NA NA 13.8 CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.7
BlackRock Muni (BFK) .................... N 14.10 13.78 – 2.3 4.7 BR MuniYld NY Qly (MYN) .............. N 14.14 12.64 – 10.6 4.1 USQ Core Real Estate:I (N/A) ........... z 24.75 NA NA 0.1 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.8
BlackRock Muni II (BLE) ................. N 14.54 14.44 – 0.7 4.7 BR MuniYld PA Qly (MPA) ............... N 15.71 13.66 – 13.0 4.2 USQ Core Real Estate:IS (N/A) ........ z 24.76 NA NA 0.2 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA NS
BlckRk Mun Inc Inv (BBF) ............... N 13.80 12.68 – 8.1 4.7 BlckRk NY Muni Inc Qly (BSE) ......... N 14.74 12.82 – 13.0 3.9 Versus Cap MMgr RE Inc:I (N/A) ..... z 26.47 NA NA NE CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA NS
BlckRk Muni Inc Qly (BYM) ............. N 15.37 14.19 – 7.7 4.0 BlackRock NY Mun (BNY) ............... N 14.73 13.37 – 9.2 4.2 Versus Capital Real Asst (N/A) ........ z 24.66 NA NA – 1.2 CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.7
BlckRk Muni Inc Inv Qly (BAF) ......... N 15.09 14.28 – 5.4 4.5 BlackRock NY Mun II (BFY) ............. N 15.17 13.70 – 9.7 4.5 Wildermuth Endwmnt:A (N/A) ........ z 13.18 NA NA – 3.5 CNR Select Strategies (N/A) ............ z 11.58 NA NA 0.0
BR MuniAssets Fd (MUA) ............... N 13.92 13.49 – 3.1 4.5 BlackRock VA Mun (BHV) ............... N 15.14 16.50 + 9.0 3.3 Wildermuth Endwmnt:C (N/A) ........ z 12.70 NA NA – 4.4 GL Beyond Income (N/A) ................ z 0.77 NA NA NE
BR MuniEnhanced (MEN) ............... N 12.04 11.17 – 7.2 4.2 Del CO Muni Inc (VCF) ..................... A 14.96 13.71 – 8.4 3.7 Wildermuth Endowment:I (N/A) ...... z 13.25 NA NA – 3.8 KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA NS
BR MuniHoldng2 (MUH) ................. N 15.40 14.50 – 5.8 4.6 Del MN II (VMM) ............................. A 14.70 12.90 – 12.2 3.3 Income & Preferred Stock Funds KKR CREDIT OPPTY;T (N/A) ........... z NA NA NA NS
BR MuniHoldings Qly (MFL) ........... N 14.54 13.17 – 9.4 4.0 EVCAMuniBd (EVM) ....................... A 12.59 11.23 – 10.8 4.0 A3 Alternative Cr (N/A) .................... z 9.72 NA NA 1.9 KKR CREDIT OPPTY;U (N/A) ........... z NA NA NA NS
BR MH Qly (MUS) ........................... N 13.69 12.62 – 7.8 4.3 EVCAMuniIncm (CEV) .................... A 14.39 13.11 – 8.9 4.0 Calamos L/S Eqty and DI (CPZ) ....... z 17.44 14.13 – 19.0 NS Lord Abbett Cred Opps Fd (N/A) ...... z 9.43 NA NA 7.5
BR MH Qly 2 (MUE) ......................... N 13.83 12.50 – 9.6 4.3 Eaton Vance NY Muni Bd (ENX) ....... A 13.15 11.59 – 11.9 4.1 Destra Multi-Altrntv;A (N/A)-a .......... z 11.64 NA NA – 9.6 Lord Abbett Cred Opps Fd (N/A) ...... z 9.43 NA NA 8.3
BR MuniHoldngs (MHD) ................. N 16.52 15.02 – 9.1 4.8 EVNYMuniIncm (EVY) .................... A 14.60 13.26 – 9.2 4.1 Destra Multi-Altrntv;C (N/A)-a .......... z 11.14 NA NA – 10.3 Lord Abbett Crd Op:U (N/A) ............. z 9.43 NA NA NS
BR MuniVest Fd (MVF) .................... N 9.48 8.71 – 8.1 4.7 InvCaValMuIncTr (VCV) ................. N 13.37 12.27 – 8.2 4.2 Destra Multi-Altrntv;I (N/A)-a ........... z 11.87 NA NA – 9.4 Palmer Square Opp Inc (N/A) .......... z 17.30 NA NA 6.3
BR MuniVest 2 (MVT) ..................... N 14.88 13.82 – 7.1 4.7 InvPAValMuIncTr (VPV) ................. N 13.88 11.97 – 13.8 4.7 Destra Multi-Altrntv;T (N/A)-a .......... z 11.30 NA NA – 10.1 Resource Credit Inc:A (N/A) ............ z 9.71 NA NA 8.4
BR MuniYield Fd (MYD) .................. N 14.52 13.24 – 8.8 5.0 InvTrInvGrNYMu (VTN) .................. N 13.92 12.01 – 13.7 4.5 Flat Rock Opportunity (N/A) ............ z 17.69 NA NA 2.4 Resource Credit Inc:C (N/A) ............ z 9.81 NA NA 7.7
BR MuniYld Invest Qly (MFT) .......... N 13.98 13.26 – 5.2 4.5 NeubrgrBrmCA (NBW)-a ................. A 15.20 12.86 – 15.4 4.1 The Relative Value:CIA (N/A) ........... z NA NA NA NA Resource Credit Inc:I (N/A) ............. z 9.73 NA NA 8.7
BR MuniYield Qlty (MQY) ................ N 16.04 15.73 – 1.9 4.1 NeubrgeBrmNY (NBO)-a .................. A 13.72 11.64 – 15.2 4.0 Variant Altrntv Inc:Inst (N/A) ........... z 26.42 NA NA 6.1 Resource Credit Inc:L (N/A) ............ z 9.70 NA NA 8.2
BR MuniYld Qlty2 (MQT) ................ N 14.10 13.04 – 7.5 4.2 Nuveen AZ Qual Muni Inc (NAZ) ...... N 14.96 14.76 – 1.3 3.6 Variant Altrntv Inc:Inv (N/A) ............ z 26.43 NA NA 5.9 Resource Credit Inc:W (N/A) ........... z 9.70 NA NA 8.4
BR MuniYld Qly 3 (MYI) .................. N 14.68 13.43 – 8.5 3.9 Nuveen CA AMT-F Qual MI (NKX) .... A 16.50 15.12 – 8.4 4.1 Convertible Sec's. Funds Thrivent Church Ln&Inc:S (N/A) ..... z NA NA NA 2.7
BR MuniYldInv (MYF) ..................... N 14.16 13.32 – 5.9 5.0 Nuveen CA Val (NCA) ...................... N 10.68 10.21 – 4.4 3.0 Calmos Dyn Conv and Inc (CCD) ..... z 25.00 22.35 – 10.6 36.3 World Income Funds
BlckRk Str Muni (BSD) .................... N 14.09 13.27 – 5.8 4.9 Nuveen CA Muni Value 2 (NCB) ....... N 16.26 15.34 – 5.7 2.8 12 mos Destra Int&Evt-Dvn Crd:A (N/A) ...... z 23.90 NA NA 4.8
BNY Mellon Muni Bd Infra (DMB) .... N NA 13.02 NA 4.7 NuveenCAQtyMuInc (NAC) ............. N 15.90 14.58 – 8.3 4.2 Destra Int&Evt-Dvn Crd:I (N/A) ....... z 23.90 NA NA 5.1
BNY Mellon Muni Income (DMF) ..... A NA 8.36 NA 4.8
Stock Market Prem Yield Destra Int&Evt-Dvn Crd:L (N/A) ...... z 23.90 NA NA 4.6
Nuveen CA Sel Tx-Free (NXC) .......... N 15.75 16.16 + 2.6 3.2 Fund Name (Symbol) Exch NAV Price /Disc 9/30/20
BNY Mellon Str Muni Bond (DSM) ... N NA 7.26 NA 5.0 NuvGA Qual Muni Inc (NKG) ........... A 14.11 12.10 – 14.2 3.7 Destra Int&Evt-Dvn Crd:T (N/A) ...... z 23.88 NA NA 4.4
BNY Mellon Strat Muni (LEO) .......... N NA 8.13 NA 5.0 Nuveen MA Qual Muni Inc (NMT) .... N 14.90 14.34 – 3.8 3.6 World Equity Funds National Muni Bond Funds
Del Inv Natl Muni Income (VFL) ....... A 14.24 12.20 – 14.4 4.1 Nuveen MD Qual Muni Inc (NMY) .... N 14.88 13.25 – 11.0 4.1 ACAP Strategic:A (N/A) ................... z 25.76 NA NA 46.0 PIMCO Flex Mun Inc;A-3 (N/A) ........ z 10.94 NA NA 2.2
DTF Tax-Free Income (DTF) ............ N 15.79 14.21 – 10.0 3.3 Nuveen MI Qual Muni Inc (NUM) ..... N 15.88 14.10 – 11.2 3.9 ACAP Strategic:W (N/A) .................. z 19.23 NA NA 47.0 PIMCO Flex Mun Inc:A1 (N/A) ......... z 10.94 NA NA NS
DWS Muni Inc (KTF) ....................... N 12.38 10.87 – 12.2 4.2 Nuveen Minn Qual Mun Inc (NMS) .. A 15.26 14.63 – 4.2 4.0 BMO LGM Front ME;I (N/A) ............. z 6.27 NA NA – 22.0 PIMCO Flex Mun Inc;A2 (N/A) ......... z 10.94 NA NA NS
DWS Strat Mun (KSM) .................... N 12.27 10.55 – 14.0 4.6 Nuveen MO Qual Mun Inc (NOM) .... A 13.80 14.05 + 1.8 3.2 CalamosGlbTotRet (CGO) ............... z 11.99 11.63 – 3.0 21.4 PIMCO Flex Mun Inc;Inst (N/A) ....... z 10.94 NA NA 2.9
EVMuniBd (EIM) ............................. A 13.93 12.99 – 6.7 4.2 Nuveen NJ Muni Value (NJV) .......... N 15.14 13.76 – 9.1 2.9 Primark Priv Eq Inv:III (N/A) ............ z NA NA NA NS Tortoise Tax-Adv Soc Inf (N/A) ........ z 9.61 NA NA 5.0

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 iGobanking.com Flushing,NY (888)432-5890 1000 0.75 (CD) 0.75 Travis CU Concord,CA (800)435-4040 500 1.09 (CM) 1.10
American Express Salt Lake City,UT (800)446-6307 1 0.60 (CD) 0.60 Legacy Bank Hinton,OK (800)687-9688 1000 0.70 (CM) 0.70 Ally Bank Philadelphia,PA (877)247-2559 1 1.00 (CD) 1.00
First Internet Bank Indianapolis,IN (888)873-3424 100 0.60 (CM) 0.60 BankDirect Dallas,TX (877)839-2737 10000 0.70 (CD) 0.70 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.95 (CM) 0.95
BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 Ally Bank Philadelphia,PA (877)247-2559 1 0.65 (CD) 0.65 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.95 (CA) 0.95
iGobanking.com Flushing,NY (888)432-5890 25000 0.60 (CD) 0.60 Travis CU Concord,CA (800)435-4040 500 0.65 (CM) 0.65 Eastern Savings Bank Hunt Valley,MD (800)787-2265 1000 0.90 (CM) 0.90
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
iGobanking.com Flushing,NY (888)432-5890 1000 0.65 (CD) 0.65 Discover Bank Greenwood,DE (800)347-7000 2500 0.65 (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 0.55 (CM) 0.55 Emigrant Direct New York,NY (800)836-1997 1000 0.60 (CD) 0.60 Ohio Savings Bk - Cleveland Cleveland,OH (800)696-2222 2500 0.35 (CD) 0.35
Dollar Savings Direct Ossining,NY (866)395-8693 1000 0.55 (CD) 0.55 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.58 (CM) 0.58 MyBankingDirect.com Westbury,NY (866)285-1856 2500 0.35 (CD) 0.35
Travis CU Concord,CA (800)435-4040 500 0.50 (CM) 0.50 My Savings Direct Ossining,NY (877)752-1919 1000 0.55 (CD) 0.55 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.25 (CM) 0.25
Emigrant Direct New York,NY (800)836-1997 1000 0.50 (CD) 0.50 TIAA Bank Jackson,FL (888)882-3837 1000 0.54 (CD) 0.55 Texas Capital Bank Dallas,TX (214)932-6700 1000 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) 2020, Informa Research Services, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 91301 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any
additional six months. form without express written consent of Informa Research Services.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
M30 BARRON’S November 2, 2020

Market Laboratory
NOTICE TO READERS: The DJUA and DJCA THE DOW JONES AVERAGES TRADING DIARY
divisors have changed. For more info, please Week's
Market Advance/Decline Volumes
Daily Oct 26 27 28 29 30
see page M33. COMPONENTS Change INDUSTRIALS
30000 NY Up 73,998 199,360 92,177 703,353 503,741
3M -9.84 NY Off 750,211 583,647 980,491 282,063 668,351
American Express -9.74 NY Up - Composite 364,221 1,161,685 615,986 3,418,192 1,986,834
NY Off - Composite 3,659,432 2,796,781 4,477,247 1,416,245 2,820,072
DJ HALF-HOURLY AVERAGES Amgen -10.22 NYSE Amer UP 6,346 7,699 1,250 10,069 7,126
Apple -6.18 29000 NYSE Amer Off 10,006 4,508 13,073 2,655 6,503
Dow Jones 30 Industrial (divisor: 0.15198707565833) Boeing -22.97 NASD Up 911,879 1,508,744 1,066,570 2,069,096 1,166,844
Daily Oct 26 27 28 29 30 NASD Off 2,266,858 1,569,379 2,792,346 1,080,237 2,492,969
Caterpillar -11.54 NYSE Arca UP 46,560 91,357 62,217 188,463 121,702
Open (t) 28015.74 27678.97 26898.08 26516.66 26517.45 Chevron -3.07 NYSE Arca Off 182,386 94,147 283,031 77,123 183,123
Open (a) 28185.82 27651.18 27102.14 26480.98 26572.27 % (QCHA) –1.85 –.95 –2.52 +.83 –.66
10:00 27936.85 27650.99 26896.65 26523.60 26513.24 Cisco Systems -2.92 28000 % (QACH) –1.81 +.42 –3.47 +1.05 –1.38
10:30 27860.21 27548.44 26702.97 26623.11 26310.00 Coca-Cola -2.46 % (QCHAQ) –2.06 –.54 –2.48 +1.06 –1.54
11:00 27723.97 27575.70 26660.63 26630.42 26158.07
11:30 27668.98 27547.97 26626.21 26582.39 26255.49 Disney -7.10 Market Advance/Decline Totals
12:00 27613.46 27638.75 26772.10 26543.49 26317.18 Dow -3.04 Week ended last Friday compared to previous Friday
12:30 27587.14 27596.17 26725.28 26581.40 26437.53 Goldman Sachs -16.00 27000 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
1:00 27516.00 27545.20 26651.64 26591.75 26332.02
1:30 27410.23 27604.68 26648.02 26640.50 26327.00 Home Depot -16.29 Total Issues 3,205 282 3,734 1,525
Advances 324 50 528 145
2:00 27518.35 27613.44 26665.69 26769.53 26295.62 Honeywell Intl -10.59 Declines 2,841 228 3,153 1,361
2:30 27615.36 27560.21 26691.44 26869.29 26245.98
IBM -4.34 Unchanged 40 4 53 19
3:00 27581.66 27506.28 26692.72 26803.37 26223.62
3:30 27611.49 27532.16 26697.94 26780.89 26261.33 Intel -3.92 26000 New Highs 83 7 129 21
New Lows 181 8 223 35
Close 27685.38 27463.19 26519.95 26659.11 26501.60
High (t) 28142.46 27852.11 27162.01 26976.37 26752.64
Johnson & Johnson -8.13 NYSE Composite Daily Breadth
Low (t) 27349.79 27342.85 26406.00 26212.26 26051.82 JPMorgan Chase -5.77 Daily Oct 26 27 28 29 30
High (a) 28185.82 27707.69 27102.14 26891.89 26639.18 McDonald's -15.71 Issues Traded 3,145 3,138 3,153 3,142 3,152
25000
Low (a)
Change
27370.16 27457.96 26497.39
–650.19 –222.19 –943.24
26290.78
+139.16
26143.77
–157.51 Merck -4.62 NOTICE TO READERS: Advances
Declines
388
2,697
942
2,086
268
2,834
2,016
1,029
1,186
1,862
Unchanged 60 110 51 97 104
Theoretical (t): High 28142.46 Low 26051.82 Microsoft -13.76 New Highs 14 31 14 20 19
Actual (a): High 28185.82 Low 26143.77 New Lows 45 34 98 87 64
Nike Cl B -9.91 Sign up for the Weekly Market Blocks - primary 4,862 5,045 6,218 6,093 6,249
Dow Jones 20 Transport (divisor: 0.16385001129960) Procter & Gamble -5.28 Lab Newsletter: barrons.com/ 24000 Total (000) - primary 826,627 795,558 1,077,026 1,000,356 1,185,458
Total (000) 4,034,328 4,027,114 5,111,046 4,901,392 4,866,979
Open (t) 11748.00 11633.20 11095.57 10947.51 11098.87 Salesforce.com -18.25
Open (a) 11811.66 11613.67 11319.93 10940.55 11126.21 newsletters NYSE American Composite
10:00 11671.92 11601.25 11078.28 11063.39 11157.01 Travelers Cos -5.26
Daily Oct 26 27 28 29 30
10:30 11626.76 11573.65 11044.41 11123.10 11043.89 UnitedHealth Group -25.46 Issues Traded 271 263 265 261 269
11:00 11572.63 11566.71 11009.92 11142.66 10971.32 Verizon Communications -0.97 Please visit the new Market Lab 23000 Advances 54 126 28 168 86
11:30 11577.19 11537.69 11039.43 11109.06 11022.46 Declines 211 129 230 84 173
12:00 11555.03 11542.94 11072.32 11087.27 11022.14 Visa Cl A -16.30 home page on barrons.com Unchanged 6 8 7 9 10
New Highs 1 2 1 3 ...
12:30
1:00
11539.67 11518.77 11070.74
11529.75 11500.08 11032.32
11117.23
11187.79
11073.91
11045.92
Walgreens Boots Alliance -4.00 under Data. New Lows 2 4 5 1 2
Blocks - primary 113 130 152 113 131
1:30 11492.16 11492.98 10988.65 11185.21 11045.16 Walmart -5.10 www.barrons.com/market-data/ Total (000) - primary 16,366 12,302 14,605 13,184 13,910
2:00 11532.02 11471.31 11029.23 11223.41 11056.12 22000 Total (000) 260,117 137,570 172,787 208,737 141,807
2:30 11569.73 11446.54 11024.61 11283.25 11026.30 market-lab
Nasdaq
3:00 11567.25 11430.05 11025.17 11241.13 11028.10 TRANSPORTATION 12300 Daily Oct 26 27 28 29 30
3:30 11578.18 11458.67 11020.26 11218.33 11005.03
Close 11604.82 11431.61 10945.62 11183.52 11106.19
Alaska Air Group -3.68 Issues Traded 3,610 3,587 3,629 3,567 3,619
Advances 638 1,362 493 2,250 963
High (t) 11774.43 11686.11 11247.76 11310.04 11248.95 American Airlines Group -1.32 Declines 2,886 2,097 3,057 1,193 2,540
Low (t) 11453.25 11381.96 10863.53 10898.78 10905.80 Avis Budget Group -6.71 11675 Unchanged 86 128 79 124 116
High (a) 11811.66 11629.03 11319.93 11292.00 11207.27 New Highs 38 42 21 40 25
Low (a) 11477.66 11420.41 10937.95 10922.00 10971.32 CH Robinson Worldwide -12.11 New Lows 62 64 135 87 101
Blocks - primary 14,068 15,272 22,294 13,667 14,037
Change –275.31 –173.21 –485.99 +237.90 –77.33 CSX -2.35 Total (000) 3,202,347 3,107,872 3,899,486 3,185,227 3,674,070
Theoretical (t): High 11774.43 Low 10863.53 11050
Delta Air -3.36 NYSE Arca Composite
Actual (a): High 11811.66 Low 10922.00
Expeditors Intl of Wash -6.83 Daily Oct 26 27 28 29 30
Dow Jones 15 Utilities (divisor: 1.29685261171310) FedEx -24.09 10425 Issues Traded 1,423 1,401 1,444 1,417 1,431
Open (t) 887.80 892.20 880.52 862.24 862.63 Advances 222 538 130 1,032 288
Open (a) 888.92 892.45 883.39 861.05 863.81 JB Hunt Transport -7.23 Declines 1,185 845 1,297 368 1,122
Unchanged 16 18 17 17 21
10:00 885.17 894.72 888.39 857.88 864.99 JetBlue Airways -1.46 New Highs 3 5 2 9 1
10:30 888.83 896.22 881.04 862.66 859.77 9800 New Lows 7 5 15 12 20
Kansas City Southern -8.32 Blocks - primary 1,177 1,001 1,705 1,331 1,512
11:00 885.96 893.44 877.93 865.63 854.51
11:30 882.45 894.45 874.57 864.72 855.95 Kirby Corp 0.00 Total (000) - primary 229,650 186,487 345,883 266,655 307,017
Total (000) 1,247,378 955,043 1,730,091 1,396,399 1,594,971
12:00 886.64 898.30 877.61 862.45 861.33 Landstar System -7.28 9175
12:30 884.99 897.83 877.71 862.78 863.89
1:00 885.51 895.80 872.30 865.54 861.06 Matson Inc. -0.32
1:30 886.63 898.19 869.91 867.15 859.13 Norfolk Southern -6.28 8550 OTHER MARKET INDEXES
2:00 891.47 896.14 869.50 874.51 858.66
2:30 893.44 893.56 871.71 876.81 855.07
Ryder System -2.32 Daily 10/26 10/27 10/28 10/29 10/30
3:00 892.31 894.10 871.05 873.99 853.83 Southwest Airlines -3.26 NYSE Amer Comp 2000.43 2002.10 1946.05 1963.39 1983.71
3:30 893.35 892.97 870.61 870.88 855.80 Union Pacific -10.95 7925 AmMajorMkt 2428.01 2402.70 2318.41 2336.35 2326.40
Close 891.98 890.68 865.33 867.65 857.77 BNY ADR Idx 136.13 135.54 131.20 132.43 131.15
High (t) 896.72 901.41 891.37 878.84 870.08 United Airlines -4.15 Europe 109.23 107.46 103.63 104.18 103.60
Low (t) 877.17 885.93 863.41 851.05 849.11 United Parcel Service B -14.79 Latin Am 147.86 144.54 137.10 138.06 136.35
High (a) 894.04 900.68 890.83 878.13 867.72
7300 Asia 207.34 209.51 204.11 206.98 204.07
Low (a) 881.02 887.57 864.10 852.64 850.12 Emerg M 369.96 373.37 361.47 366.15 360.28
Change –1.70 –1.30 –25.35 +2.32 –9.88 UTILITIES DJ US TSM Float 34918.18 34799.18 33618.19 34001.60 33541.92
Theoretical (t): High 901.41 Low 849.11 925 Nasdaq Cmp 11358.94 11431.35 11004.87 11185.59 10911.59
AES -1.15 100 Index 11504.52 11598.95 11142.76 11350.74 11052.95
Actual (a): High 900.68 Low 850.12
American Elec Power -1.95 Indus. 8969.45 9038.48 8762.13 8860.87 8562.37
Dow Jones 65 Composite (divisor: 0.77382380748747) Insur. 9087.48 8908.38 8743.28 8735.92 8615.35
American Water Works -3.57 Banks 2902.64 2817.08 2764.58 2822.26 2848.13
Open (t) 9476.12 9394.90 9108.12 8971.22 9004.07 Atmos Energy -6.02 Computer 7900.13 7976.41 7619.28 7800.94 7608.31
Open (a) 9524.35 9385.72 9200.51 8960.73 9022.60 875 Telecom 397.12 395.33 383.99 387.33 388.31
10:00 9440.22 9386.86 9117.35 8989.81 9019.51 Consolidated Edison -3.11 NYSE Comp.-z 12936.39 12817.87 12415.42 12502.29 12429.28
10:30 9422.55 9363.40 9059.84 9030.00 8946.90 Dominion Energy -0.80 Financial-z 7031.11 6909.76 6702.56 6775.59 6761.94
11:00 9379.69 9362.61 9039.00 9040.57 8892.86 Health Care-z 18764.59 18595.91 18009.46 17875.69 17847.94
11:30 9363.67 9352.71 9032.86 9022.48 8925.24 Duke Energy -0.67 Energy-z 5075.13 4992.15 4776.65 4888.20 4912.48
12:00 9355.85 9378.11 9073.57 9006.43 8946.30 Edison Intl -4.45 825 Russell 1000 1900.42 1894.67 1829.66 1850.61 1825.67
12:30 9344.57 9363.85 9064.20 9020.78 8985.19 2000 1605.21 1590.48 1543.28 1561.58 1538.48
1:00 9329.66 9346.47 9032.54 9042.37 8953.82
Exelon -2.31 3000 2002.74 1995.97 1928.01 1950.13 1923.70
1:30 9303.34 9360.65 9018.57 9054.09 8949.42 FirstEnergy -3.58 Value-v 1192.36 1177.45 1142.28 1152.10 1150.46
2:00 9341.32 9354.36 9029.95 9099.85 8944.79 Growth-v 2203.94 2216.26 2131.43 2161.30 2108.84
NextEra Energy -2.56 MidCap 2396.57 2376.95 2309.33 2333.41 2309.11
2:30 9371.53 9334.33 9037.74 9135.97 8922.72
3:00 9362.45 9321.16 9037.00 9109.38 8916.62 Public Service Enterprise -2.77 775 S&P 100 Index 1568.65 1569.14 1509.64 1530.28 1507.65
3:30 9372.38 9330.41 9036.24 9094.93 8922.44 Sempra Energy -8.50 500 3400.97 3390.68 3271.03 3310.11 3269.96
Close 9389.79 9307.29 8976.63 9058.22 8994.36 Ind. 4810.00 4807.00 4630.13 4688.25 4621.10
High (t) 9522.23 9455.54 9210.37 9166.08 9094.53
Southern -3.40 MidCap 1973.88 1946.68 1895.57 1915.44 1900.18
SmallCap 913.96 901.87 874.84 888.66 876.59
Low (t) 9266.48 9265.18 8933.66 8882.36 8849.07 Xcel Energy -1.44 Value Line(A) 6570.52 6493.09 6288.77 6363.20 6307.36
High (a) 9524.35 9404.22 9200.51 9144.18 9049.51 725 Value Line(G) 480.64 474.82 459.74 464.99 460.71
Low (a) 9292.28 9306.71 8970.64 8912.99 8888.78 May Jun Jul Aug Sep Oct DJ US Small TSM 10808.79 10698.47 10386.34 10509.62 10376.27
Change –186.41 –82.50 –330.66 +81.59 –63.86 (A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 9522.23 Low 8849.07 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 9524.35 Low 8888.78 31,2002=5000.
November 2, 2020 BARRON’S M31

Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is an weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2019 and 2018, and S&P latest for 2018 and share earnings, dividends and book values as reported
2017. r-Revised data Oct 29 Oct 22 Oct Yr-to-Yr
by the company. Bolded numbers indicate new values. 2020 2020 2019 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 3310.11 3453.49 2979 11.12
DJ Ind Avg 26501.60 28335.57 27347.36 Divs Yield % 3.20 2.96 2.91 Industrial Stocks Barron's 50 Index 8727.13 9118.65 9341 –6.57
Divs $ 27.43 26.43 25.22 Book Book
P/E Ratio 26.21 26.99 20.15 Earns Divs. Value Earns Divs. Value Projected quarterly earn 80.39 53.28 91.39 –12.04
Earns Yield % 3.82 3.70 4.96 Mkt to Book 2.29 2.39 2.34
Earns $ 1011.07 1049.69 1357.38 Book Value $ 374.40 374.40 370.98 Am Exp 4.03 1.72 28.48 Johnson&John 6.36 3.86 22.59 Annualized projected earn 321.57 213.10 365.58 –12.04
Amgen 12.62 6.25 16.36 JPMorgChase 7.65 3.60 75.98
Divs Yield % 2.22 2.08 2.25 S&P 500 Index 3269.96 3465.39 3066.91 Apple 3.28 0.795 20.37 McDonalds 6.31 5.00 (11.00)
Annualized projected P/E 27.14 42.79 25.6 6.22
Divs $ 589.26 589.26 616.46 P/E Ratio 32.95 34.92 22.67 Boeing (7.89) Suspended (15.31) Merck Co 4.52 2.44 10.20 Five-year average earn 394.05 394.05 391.09 0.76
Mkt to Book 3.96 4.24 4.20 Earns Yield % 3.03 2.86 4.41 Caterpillar 6.01 4.12 26.52 Microsoft 6.19 2.04 15.63 Five-year average P/E 22.15 23.14 23.9 –7.27
Book Value $ 6688.86 6688.86 6512.92 Earns $ 99.23 99.23 135.27 Chevron Corp (6.14) 5.06 76.62 Nike Inc 1.67 0.98 5.17
Cisco Sys 2.63 1.41 7.90 Proc Gam 5.23 3.118 18.40 Year-end earn 348.41 348.41 397.70 –12.40
DJ Trans Avg 11106.19 11880.13 10738.81 Divs Yield % 1.75 1.65 1.94
P/E Ratio 0.00 0.00 18.12 Divs $ 57.22 57.18 59.50
Coca Cola 1.92 1.63 4.43 3M Co 8.53 5.85 17.50 Year-end P/E 25.05 26.17 23.5 6.65
Disney Walt (0.62) 1.76 49.90 Salesforce.com 2.56 0.00 37.95
Earns Yield % 0.00 0.00 5.52 Mkt to Book 3.58 3.79 3.60 Dow (3.17) 2.80 18.26 Travelers Cos 8.75 3.34 101.54 Year-end earns yield, % 3.99 3.82 4.3 –6.24
Earns $ (87.95) (86.24) 592.81 Book Value $ 914.49 914.49 851.62 Goldman Sachs 18.01 5.00 227.62 UnitedHealth Grp 17.41 4.66 60.78 Best grade bond yields, % 1.54 1.54 2.62 –41.22
Divs Yield % 1.37 1.28 1.56 Home Depot 10.91 5.86 (2.89) Verizon 4.41 2.4725 14.84
S&P Ind Index 4621.10 4902.55 4132.10 Honeywell 6.97 3.60 26.01 Visa 4.88 1.20 13.53 Bond yields/stock ylds, % 0.39 0.40 0.62 –37.31
Divs $ 151.82 151.82 167.86 P/E Ratio 38.12 40.44 25.00
Mkt to Book 3.28 3.51 3.31
IBM 8.84 6.50 23.49 Walgreens 0.50 1.84 26.26 Actual year-end divs 223.59 223.54 216.48 3.29
Earns Yield % 2.62 2.47 4.00 Intel 5.10 1.305 18.07 Wal-mart 6.27 2.15 26.36
Book Value $ 3389.19 3389.19 3239.67 Earns $ 121.22 121.22 165.30
Actual yr-end divs yld, % 2.56 2.45 2.32 10.55
Transportation Stocks
DJ Utility Avg 857.77 893.68 867.83 Divs Yield % 1.57 1.47 1.79 Alaska Air Group (5.63) Suspended 35.21 KC Southern 6.05 1.60 45.95
P/E Ratio 21.03 25.61 27.23 Divs $ 72.55 72.07 73.96 American Airlines (13.84) Suspended (0.28) Kirby Corp (3.22) Nil 56.18
Earns Yield % 4.76 3.91 3.67 Mkt to Book 4.89 5.19 4.68 Avis Budget Grp (4.67) Nil 8.86 Landstar Sys 4.55 0.765 18.28 STOCK VOLUME
Earns $ 40.79 34.90 31.87 Book Value $ 944.26 944.26 883.41 C.H. Robinson 3.43 2.04 12.39 Matson Inc 2.05 0.89 18.78
CSX Corp 3.60 1.02 15.32 Norf Southern 7.77 3.76 58.87 Last Prev. Year YOY
Delta Air Lines (16.61) Suspended 23.89 Ryder Sys (3.86) 2.24 46.48 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 3.51 1.02 12.94 Southwest Air (2.79) 0.72 18.94 NYSE(a) 4,885,025 3,996,192 3,885,291 25.73
FedEx 6.77 2.60 69.84 Un Pacific 7.85 3.88 26.19 30 Dow Inds (b) 2,219,488 1,697,967 1,288,476 72.26
Hunt (JB) 4.85 1.07 21.34 UPS 5.26 3.99 3.81 20 Dow Trans (b) 766,789 746,911 294,434 160.43
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (3.03) Nil 17.02 United Airlines (16.45) Nil 45.90 15 Dow Utils (b) 269,147 232,132 223,060 20.66
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner Utility Stocks 65 Dow Stks (b) 3,255,424 2,677,010 1,805,971 80.26
NYSE American (a) 70,367 65,905 51,035 37.88
has filed a Form144.) Source: Thomson Reuters AES Corp. 0.30 0.5732 4.51 Exelon 2.71 1.51 33.12 Nasdaq(d) 17,069,002 16,959,941 10,073,656 69.44
Am Elec 3.87 2.80 39.73 FirstEnergy 1.24 1.55 12.90 NYSE 15 Most Active
Shares Sale American Water Works 3.52 2.10 33.85 NextEra Energy 1.99 5.45 75.67
Company Sym Indicated $ Value Date Seller Title Average Price 21.25 19.53 16.61 27.93
Atmos Energy 4.87 2.30 48.18 Xcel Energy 2.80 1.695 25.24 % Tot Vol 19.91 21.37 16.60 19.94
Datadog DDOG 390,000 43,820,400 10/19/20 Obstler, David AF Con Ed 3.99 3.01 54.12 Pub Sv Ent 3.42 1.94 29.94 Stock Offerings $(z,v) 11,929,400 r8,256,000 4,900,200 143.45
Dominion Energy 0.74 3.7375 35.33 Sempra Energy 14.53 4.102 60.58
Tenable TENB 160,073 6,532,579 10/12/20 Hammonds, Kim AF Duke Energy 2.81 3.80 61.20 Southn Co. 3.00 2.52 25.03 Daily Stock Volume
Amphenol APH 158,500 18,806,686 10/23/20 Ehrmanntraut, Dietrich AF Edison Int'l 3.11 2.55 36.75
Coupa Software COUP 150,000 46,077,000 10/19/20 Bernshteyn, Robert AF Daily 10/26 10/27 10/28 10/29 10/30
Macrogenics
Revolve Group
MGNX
RVLV
104,481
100,000
2,700,000
1,833,000
10/19/20
10/20/20
Peters, Jeffrey
Mente, Michael
O
AF Coming U.S. Auctions NYSE(a)
30 Inds (b)
826,627 795,558 1,077,026 1,000,356 1,185,458
407,044.5 372,479.9 499,634.7 434,007.1 506,321.8
Phreesia PHR 94,906 3,443,190 10/22/20 Altier, Thomas AF 20 Trans (b) 174,654.0 143,355.2 173,149.6 131,916.7 143,713.0
Yields (%) 15 Utils (b) 51,063.9 40,832.9 54,915.6 53,373.8 68,961.3
Iridium Communications IRDM 92,069 2,762,070 10/20/20 Desch, Matthew UT Day When Last 65 Stks (b) 632,762.4 556,667.9 727,699.9 619,297.7 718,996.1
Datadog DDOG 89,500 8,855,130 10/23/20 Kopits, Laszlo AF Issued* Auction NYSE Amer(a) 16,366 12,302 14,605 13,184 13,910
Castle Biosciences CSTL 84,000 4,131,120 10/20/20 Maetzold, Derek OE Nasd(d) 3,202,347 3,107,872 3,899,486 3,185,227 3,674,070
M NYSE 15 Most Active
Avg. Price 18.36 17.32 17.09 22.01 22.01
THE WEEK IN STOCKS FOR THE MAJOR INDEXES $54.0 bil 3-month 0.095 0.100 % Tot Vol 19.50 20.69 19.53 23.84 19.87
$51.0 bil 6-month 0.108 0.110 Numbers in thousands save price and percentages. (a) Primary
12-Month Weekly Friday Weekly 12-Month Change From volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. T W/E Thursday. (z) Source: Refinitiv.
Dow Jones Indexes $54.0 bil
29551.42 18591.93 30 Indus 27685.38 26501.60 26501.60 –1833.97 –6.47 –845.76 –3.09 –2036.84 –7.14 1-year 0.125 0.140
11988.83 6703.63 20 Transp 11604.82 10945.62 11106.19 –773.94 –6.51 367.38 3.42 204.91 1.88
960.89 610.89 15 Utilities 891.98 857.77 857.77 –35.91 –4.02 –10.06 –1.16 –21.40 –2.43
* As of Friday afternoon. DISTRIBUTIONS & OFFERINGS
9710.01 6100.31 65 Comp 9389.79 8976.63 8994.36 –581.84 –6.08 –109.05 –1.20 –392.12 –4.18 Secondary Distributions of common stocks
Dow Jones Indexes DELTA MARKET SENTIMENT INDICATOR Absolute Software 6,272,727 $11.00 $68,999,997
36434.12 22462.76 US TSM Float 34918.18 33541.92 33541.92 –2045.98 –5.75 2165.73 6.90 506.54 1.53 Allakos 3,506,098 $82.00 $287,500,036
887.96 547.67 US Market 848.90 815.58 815.58 –49.40 –5.71 54.82 7.21 14.82 1.85 The Delta MSI measures the position of ~1,800 stocks relative to an
935.01 487.28 Internet 900.13 845.51 845.51 –58.85 –6.51 240.51 39.75 217.04 34.53 intermediate-term moving average crossover (MAC) point. When
EQT 20,000,000 $15.50 $310,000,000
New York Stock Exchange greater than 50% of the stocks followed are above this MAC point, the Forte Biosciences 1,403,509 $28.50 $40,000,007
14183.20 8777.38 Comp-z 12936.39 12415.42 12429.28 –770.58 –5.84 –870.99 –6.55 –1483.75 –10.66 market is bullish and equities are attractive. When the indicator is Gaming & Leisure Properties 8,000,000 $36.25 $290,000,000
8908.29 5036.38 Financial-z 7031.11 6702.56 6761.94 –414.68 –5.78 –1619.64 –19.32 –1938.17 –22.28 below 50%, risk is elevated and stock exposures should be reduced. GDS 160,000,000 $80.88$1,669,769,872
Manager uses discretion on asset allocation when MSI is 50% +/- 3%.
19220.29 12991.76 Health Care-z 18764.59 17847.94 17847.94 –1115.79 –5.88 1124.42 6.72 –222.16 –1.23 Mirati Therapeutics 4,960,706 $202.00$1,002,062,612
10251.47 4032.17 Energy-z 5075.13 4776.65 4912.48 –317.99 –6.08 –4723.77 –49.02 –5124.82 –51.06 Last 2 Weeks 3 Weeks
Current Sentiment Week Ago Ago Pacific Ethanol 8,900,493 $8.42 $74,941,769
NYSE American Stock Exchange
Scholar Rock 5,128,205 $39.00 $199,999,777
2626.91 1317.22 NYSE Amer Comp 2002.10 1946.05 1983.71 –52.80 –2.59 –492.75 –19.90 –568.85 –22.29 BULLISH 53.0% 63.5% 69.5%
2852.12 1742.29 Major Mkt 2428.01 2318.41 2326.40 -159.77 –6.43 –372.34 –13.80 –448.30 –16.16 Turning Point Therapeutics 5,287,357 $87.00 $460,000,059
Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash Ultragenyx Pharmaceutical 5,111,110 $90.00 $459,999,900
Standard & Poor's Indexes Source: Delta Investment Management
1675.67 1040.00 100 Index 1569.14 1507.65 1507.65 –89.09 –5.58 144.62 10.61 65.48 4.54 www.deltaim.com, (415) 249-6337 Source: Dealogic LLC, New York City; (212) 577-4400.
3580.84 2237.40 500 Index 3400.97 3269.96 3269.96 –195.43 –5.64 203.05 6.62 39.18 1.21
5107.48 3123.44 Indus 4810.00 4621.10 4621.10 –281.45 –5.74 489.00 11.83 249.48 5.71
2106.12 1218.55 MidCap 1973.88 1895.57 1900.18 –115.47 –5.73 –83.32 –4.20 –162.84 –7.89
1041.03 595.67 SmallCap 913.96 874.84 876.59 –57.13 –6.12 –103.83 –10.59 –144.59 –14.16 U.S. DOLLAR INDEX vs EURO and YEN
Nasdaq Stock Market
12056.44 6860.67 Comp 11431.35 10911.59 10911.59 –636.69 –5.51 2525.19 30.11 1938.99 21.61 Bright Green: The dollar gained against the euro and the pound sterling...as well
12420.54 6994.29 100 Index 11598.95 11052.95 11052.95 –639.62 –5.47 2891.78 35.43 2319.87 26.56
9421.24 5239.66 Indus 9038.48 8562.37 8562.37 –513.70 –5.66 2024.44 30.96 1754.67 25.77 as the six-currency basket of the U.S. Dollar Index—which rose 1.2% for the week.
10673.14 6343.13 Insur 9087.48 8615.35 8615.35 –686.06 –7.38 –1450.04 –14.41 –1376.59 –13.78 10
4011.98 2136.72 Banks 2902.64 2764.58 2848.13 –97.05 –3.30 –937.91 –24.77 –1120.71 –28.24
8587.40 4608.77 Computer 7976.41 7608.31 7608.31 –449.14 –5.57 2233.78 41.56 1729.31 29.42
457.36 298.17 Telecom 397.12 383.99 388.31 –17.48 –4.31 1.98 0.51 –0.20 –0.05
Russell Indexes s
1989.08 1224.45 1000 1900.42 1825.67 1825.67 –110.60 –5.71 131.87 7.79 41.46 2.32 EURO in $
1705.22 991.16 2000 1605.21 1538.48 1538.48 –102.02 –6.22 –50.85 –3.20 –129.99 –7.79
2089.83 1288.04 3000 2002.74 1923.70 1923.70 –117.19 –5.74 126.93 7.06 31.45 1.66 0
1365.33 838.37 Value-v 1192.36 1142.28 1150.46 –67.11 –5.51 –142.75 –11.04 –197.21 –14.63 s
2350.43 1322.15 Growth-v 2216.26 2108.84 2108.84 –132.10 –5.89 445.12 26.75 338.32 19.11 YEN in $
2472.07 1471.40 MidCap 2396.57 2309.11 2309.11 –138.84 –5.67 25.70 1.13 –72.80 –3.06
Others
6789.54 3854.81 Value Line-a 6570.52 6288.77 6307.36 –420.26 –6.25 –45.07 –0.71 –351.34 –5.28 s
562.05 305.71 Value Line-g 480.64 459.74 460.71 –31.54 –6.41 –70.76 –13.31 –91.48 –16.57 DXY (93.88)
11510.08 6621.12 DJ US Small TSM10808.79 10376.27 10376.27 –672.04 –6.08 –373.29 –3.47 –888.71 –7.89
767.01 455.11 Barron's 400 748.41 719.73 719.73 –42.02 –5.52 22.27 3.19 –12.50 –1.71 -10
N D J F M A M J J A S O
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec.
31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon
M32 BARRON’S November 2, 2020

Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask
Coming Earnings
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Maturity Bid Asked Chg. Yld. Day Consensus Year
Estimate Ago
Mining DJUSMG 130.21 + 3.79 33.42 +3.00 [1] +47.67 [7] +34.52 [8] +16.11 147.36 81.60 Nov 03 '20 0.06 0.05 -0.02 0.05
Gold Mining DJUSPM 140.33 + 4.08 37.06 +3.00 [2] +50.17 [6] +35.89 [6] +19.97 159.08 87.77 Nov 05 '20 0.07 0.06 -0.01 0.06 Continued from page 15 of the main section.
Real Estate Services DJUSES 240.56 + 6.35 4.96 +2.71 [3] +14.55 [32] +2.10 [51] +15.04 262.20 152.88 Nov 10 '20 0.06 0.05 -0.02 0.05 Leidos (Q3) 1.23 1.36
Media Agencies DJUSAV 602.46 + 14.56 10.59 +2.48 [4] +5.51 [59] +1.79 [54] +4.39 621.07 347.17 Nov 12 '20 0.07 0.06 .... 0.06 Matson (Q3) 1.39 0.84
Real Estate Investmt & Svcs DJUSRH 505.33 + 11.81 –15.71 +2.39 [5] +8.97 [49] –3.01 [66] +11.27 573.68 320.35 Nov 17 '20 0.08 0.07 0.01 0.07
PayPal (Q3) 0.95 0.61
Marine Transportation DJUSMT 126.34 0 –167.54 0 [6] –52.24 [137] –57.01 [136] –17.94 300.12 112.26 Nov 19 '20 0.08 0.07 0.01 0.07
Basic Resources DJUSBS 194.60 – 1.79 19.72 –.91 [7] +22.62 [22] +11.28 [33] +3.76 199.90 109.84 Nov 24 '20 0.08 0.07 0.01 0.07 Williams (Q3) 0.27 0.18
Mobile Telecom DJUSWC 393.36 – 7.41 –8.75 –1.85 [8] –2.15 [78] –2.18 [62] +8.27 420.17 336.62 Nov 27 '20 0.08 0.07 .... 0.07 Vornado Realty (Q3) 1.43 1.46
Recreational Products DJUSRP 472.16 – 10.40 93.30 –2.15 [9] +29.12 [20] +24.63 [17] +8.77 509.54 216.09 Dec 01 '20 0.08 0.07 .... 0.07 Waste Management (Q3) 1.01 1.19
Bldg Materials & Fixtures DJUSBD 1176.04 – 28.45 126.73 –2.36 [10] +13.17 [36] +12.08 [28] +8.84 1,219.78 646.23 Dec 03 '20 0.09 0.08 .... 0.08
Dec 08 '20 0.09 0.08 .... 0.08 T
Construction & Materials DJUSCN 879.82 – 21.88 85.69 –2.43 [11] +11.38 [40] +10.79 [35] +7.92 911.76 485.80
Furnishings DJUSFH 298.69 – 8.05 –59.33 –2.62 [12] –19.29 [110] –16.57 [100] –12.51 388.28 151.80 Dec 10 '20 0.09 0.08 .... 0.08 Alleghany (Q3) -0.93 7.61
Multiutilities DJUSMU 217.04 – 6.15 –10.47 –2.76 [13] –5.02 [92] –4.60 [71] +2.92 248.91 154.64 Dec 15 '20 0.09 0.08 .... 0.08 Exelon (Q3) 0.87 0.92
Fixed Line Telecom DJUSFC 123.01 – 3.64 –54.91 –2.88 [14] –29.27 [119] –30.86 [118] –8.17 180.42 120.65 Dec 17 '20 0.09 0.08 .... 0.08 Expeditors Int’l of Wash. (Q3) 0.98 0.92
Heavy Construction DJUSHV 465.52 – 13.93 8.79 –2.90 [15] +.09 [71] +1.92 [53] +2.63 483.49 267.34 Dec 22 '20 0.09 0.08 .... 0.08
Dec 24 '20 0.09 0.08 .... 0.08
Fox (Q1) 0.74 0.83
Brewers DJUSDB 710.24 – 24.35 117.45 –3.32 [16] +21.85 [23] +19.81 [23] –5.47 734.60 412.07 Wayfair (Q3) 0.80 -2.23
Personal Products DJUSCM 639.95 – 22.63 31.14 –3.42 [17] +8.30 [51] +5.11 [42] +7.99 680.58 479.71 Dec 29 '20 0.09 0.08 .... 0.08
Real Estate Holding & Dev DJUSEH 49.28 – 1.76 –51.20 –3.45 [18] –44.12 [128] –50.95 [131] –21.17 102.50 29.67
Dec 31 '20 0.09 0.08 .... 0.08 Zebra Tech (Q3) 2.81 3.43
Jan 07 '21 0.09 0.08 .... 0.08
Full Line Insurance DJUSIF 30.94 – 1.14 –18.89 –3.56 [19] –37.65 [123] –37.90 [124] –18.19 52.83 19.61
Jan 14 '21 0.09 0.08 .... 0.08
W
Publishing DJUSPB 440.69 – 16.40 1.59 –3.59 [20] +5.60 [58] +.36 [55] +12.42 472.95 273.74 American Water Works (Q3) 1.38 1.30
Jan 21 '21 0.09 0.08 .... 0.08
Net Change % Change and Ranking 52 Week Chesapeake Utilites (Q3) 0.49 0.38
Jan 28 '21 0.10 0.09 .... 0.09
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
Automobiles DJUSAU 512.48 – 39.61 299.72 –7.17 [111] +169.18 [1] +140.87 [1] +31.98 612.05 134.39
Feb 04 '21 0.10 0.09 -0.01 0.09 Expedia Group (Q3) -0.78 3.38
Feb 11 '21 0.09 0.08 -0.01 0.08 Fidelity National Financial (Q3) 1.26 1.10
Automobiles & Parts DJUSAP 625.64 – 48.52 291.87 –7.20 [112] +103.88 [2] +87.44 [2] +19.92 726.70 195.90 Feb 18 '21 0.10 0.09 .... 0.09
Nonferrous Metals DJUSNF 231.95 – 13.64 56.45 –5.56 [65] +71.17 [3] +32.16 [9] +7.55 245.60 71.03 Feb 25 '21 0.10 0.09 .... 0.09 MetLife (Q3) 1.61 1.27
Computer Hardware DJUSCR 5388.73– 315.29 1,551.87 –5.53 [64] +67.15 [4] +40.45 [5] +32.74 6,577.88 2,859.07 Mar 04 '21 0.10 0.09 -0.01 0.09 Public Storage (Q3) 2.59 2.73
Broadline Retailers DJUSRB 3083.76– 163.17 1,063.62 –5.03 [52] +58.98 [5] +52.65 [3] +34.87 3,520.79 1,791.13 Mar 11 '21 0.10 0.09 .... 0.09
Gold Mining DJUSPM 140.33 + 4.08 37.06 +3.00 [2] +50.17 [6] +35.89 [6] +19.97 159.08 87.77
TH
Mar 18 '21 0.10 0.09 -0.01 0.09
Mining DJUSMG 130.21 + 3.79 33.42 +3.00 [1] +47.67 [7] +34.52 [8] +16.11 147.36 81.60 Mar 25 '21 0.10 0.09 -0.02 0.09
Ball (Q3) 0.77 0.70
Delivery Svcs DJUSAF 1347.59– 124.50 401.67 –8.46 [127] +42.14 [8] +42.46 [4] +8.37 1,492.01 666.48 Apr 01 '21 0.10 0.09 -0.02 0.09 Becton, Dickinson (Q4) 2.52 3.31
Technology Hardware & Equip DJUSTQ 2667.00– 159.80 537.72 –5.65 [68] +41.69 [9] +25.25 [15] +22.77 3,051.15 1,580.41 Apr 08 '21 0.10 0.09 -0.02 0.09 Brighthouse (Q3) 2.54 -1.52
Software DJUSSW 3955.96– 290.81 912.26 –6.85 [104] +40.77 [10] +29.97 [11] +29.87 4,446.11 2,522.55 Apr 15 '21 0.10 0.09 -0.02 0.09 Bristol Myers Squibb (Q3) 1.49 1.17
General Retailers DJUSGT 2098.98– 117.71 545.17 –5.31 [60] +38.73 [11] +35.09 [7] +27.27 2,345.51 1,258.95 Apr 22 '21 0.11 0.10 -0.01 0.10 Cigna (Q3) 4.24 4.54
Internet DJUSNS 2470.02– 123.65 547.65 –4.77 [45] +37.32 [12] +28.49 [12] +16.28 2,709.71 1,473.18 Apr 29 '21 0.11 0.10 .... 0.10
Software & Computer Svcs DJUSSV 3705.84– 235.50 787.89 –5.98 [84] +36.38 [13] +27.00 [13] +21.90 4,123.93 2,332.65 May 20 '21 0.10 0.09 .... 0.09 Consolidated Edison (Q3) 1.51 1.54
Retail DJUSRT 1821.14– 103.74 427.74 –5.39 [61] +34.14 [14] +30.70 [10] +24.82 2,022.70 1,135.92 Jun 17 '21 0.10 0.09 -0.01 0.09 Dominion Energy (Q3) 1.00 1.18
Semiconductor DJUSSC 5189.13– 312.05 875.68 –5.67 [69] +32.89 [15] +20.30 [22] +17.34 5,712.00 3,082.27 Jul 15 '21 0.11 0.10 .... 0.10 Duke Energy (Q3) 1.79 1.79
Specialty Retailers DJUSRS 2211.61 – 97.92 466.22 –4.24 [33] +31.80 [16] +26.71 [14] +25.23 2,476.82 1,335.92 Aug 12 '21 0.11 0.10 -0.01 0.10 General Motors (Q3) 1.38 1.72
Toys DJUSTY 1177.48 – 85.78 209.44 –6.79 [102] +29.63 [17] +21.64 [19] +4.85 1,291.14 765.22 Sep 09 '21 0.12 0.11 .... 0.11
Oct 07 '21 0.13 0.12 -0.01 0.12
Incyte (Q3) 0.52 0.59
Footwear DJUSFT 2158.39– 170.77 288.07 –7.33 [114] +29.38 [18] +15.40 [25] +27.35 2,341.92 1,139.98
Regeneron (Q3) 6.97 6.67
Leisure Goods DJUSLE 792.50 – 51.48 142.95 –6.10 [87] +29.31 [19] +22.01 [18] +6.32 863.67 491.25
Recreational Products DJUSRP 472.16 – 10.40 93.30 –2.15 [9] +29.12 [20] +24.63 [17] +8.77 509.54 216.09 Republic Services (Q3) 0.82 0.91
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 Sempra Energy (Q3) 1.52 1.50
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. NYSE HALF-HOURLY VOLUME Square (Q3) 0.16 0.25
Daily 10/26 10/27 10/28 10/29 10/30
Take-Two Interactive (Q2) 1.47 1.93
SELECTED INITIAL PUBLIC OFFERINGS SELECTED INITIAL PUBLIC OFFERINGS Yeti (Q3) 0.37 0.30
Initial Most 9:30-10:00 103,193 95,942 148,749 148,276 111,103 Zillow (Q3) 0.12 -0.12
Initial Most
Ticker Offer IPO Recent % Ticker Offer IPO Recent % 10:00-10:30 41,592 43,057 67,566 63,062 52,687 Zoetis (Q3) 0.91 0.94
Code Price Date Price Chg Code Price Date Price Chg 10:30-11:00 44,132 39,225 53,775 56,062 59,796
F
11:00-11:30 43,750 36,566 46,590 43,352 47,879
Atea Pharmaceuticals AVIR 24.00 10/30 30.34 26.4% Ajax I AJAXU 10.00 10/28 10.08 0.8% CVS Health (Q3) 1.33 1.84
11:30-12:00 33,971 30,718 43,194 37,012 36,441
Bull Horn Holdings BHSEU 10.00 10/30 9.88 -1.2% Mednax (Q3) 0.37 0.91
Atlas Crest Investment ACICU 10.00 10/28 9.93 -0.7% 12:00-12:30 27,698 29,294 40,630 35,904 36,616
CONX CONXU 10.00 10/30 9.92 -0.8% Northern Oil & Gas (Q3) 0.35 0.90
Biodesix BDSX 18.00 10/28 12.43 -30.9% 12:30-1:00 32,126 31,374 34,320 33,443 30,182
Lufax Holding LU 13.50 10/30 12.85 -4.8% The Hersey Co (Q3) 1.73 1.61
Bluescape Opp BOACU 10.00 10/28 9.87 -1.3% 1:00-1:30 30,578 28,340 34,244 29,626 29,148
SQZ Biotechnologies SQZ 16.00 10/30 13.25 -17.2% 1:30-2:00 30,591 26,427 30,455 33,608 36,394 ViacomCBS (Q3) 0.79 0.95
Allegro MicroSystems ALGM 14.00 10/29 18.30 30.7%
Gatos Silver GATO 7.00 10/28 6.70 -4.3% (Earnings are diluted and report dates are tentative. All fore-
2:00-2:30 28,166 26,977 32,828 36,973 41,918
Duddell Street Acqui DSACU 10.00 10/29 9.80 -2.0% Mallard Acquisition MACUU 10.00 10/28 9.95 -0.5% casts and historical numbers exclude extraordinary items by
2:30-3:00 28,871 30,730 41,319 35,762 39,173
MediaAlpha MAX 19.00 10/28 33.83 78.1% accounting definitions.)
Galecto GLTO 15.00 10/29 15.00 0.0% 3:00-3:30 34,784 39,443 47,307 47,843 52,808 Source: FactSet
Leslie's LESL 17.00 10/29 21.97 29.2% Root ROOT 27.00 10/28 23.97 -11.2% 3:30-4:00 347,175 337,466 456,049 399,432 611,313
Absolute Software ABST 11.00 10/28 11.28 2.5% Lux Health Tech Acqui LUXAU 10.00 10/27 10.15 1.5%

PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Gross domestic product ................................................................ 3rd Qtr 33.1 –31.4 2.6 –2.90 Gasoline, (thous. bbls) .................................................................. Oct 23 226,124 227,016 220,057 2.76
Personal income, (bil. $)................................................................ Sept 19,804.2 r19,633.9 18,645.1 6.22
Orders
Personal Savings Rate, St.Louis Fed .............................................. Sept 14.3 r14.8 7.3 95.89
All fixed investment, (bil. $)............................................................ 3rd Qtr 3,296.7 3,096.3 3,378.9 –2.43 Durable goods, (bil. $) ................................................................... Sept 237.1 r232.7 247.3 –4.12
Non–residential investment, (bil. $) ............................................... 3rd Qtr 2,644.8 2,525.5 2,783.9 –5.00
Residential investment, (bil. $) ...................................................... 3rd Qtr 641.8 571.3 601.9 6.63 Trade

Production Exports, (bil. $).............................................................................. 3rd Qtr 2,166.7 1,927.4 2,536.6 –14.58
Imports, (bil. $) ............................................................................. 3rd Qtr 3,177.5 2,702.5 3,486.8 –8.87
Electric power, (mil. kw hrs) (EEI) .................................................. Oct 24 70,046 69,802 68,164 2.76 Inflation
Petroleum, related capacity, % ...................................................... Oct 23 74.6 72.9 87.7 –14.94
Rotary rigs running, U.S. & Can., (Hughes) .................................... Oct 30 382 370 964 –60.37 JOC–ECRI Industrial Price Index f .................................................. Oct 30 96.15 96.89 89.56 7.36
Steel, (thous. tons) ........................................................................ Oct 24 1,542 1,535 1,866 –17.36 Gross domestic product deflator.................................................... 3rd Qtr 3.6 –1.8 1.5 ….
Steel, rated capacity, % (AISI)........................................................ Oct 24 69.7 69.4 80.7 –13.63 Employment
Consumption and Distribution Employment cost index ................................................................. 3rd Qtr 144.3 142.9 141.0 2.34
Consumer spending, (bil. $) .......................................................... Sept 14,578.4 r14,376.9 14,673.2 –0.65 Initial jobless claims (thous.) ........................................................ Oct 24 751 r791 217 246.08
Continuing claims (mil.) ................................................................ Oct 17 7.756 r8.465 1.700 356.24
Durable goods (bil. $) .................................................................... Sept 245.0 r244.3 251.6 –2.62
Instinet Research Redbook Avg. (monthly %) ................................ Oct 24 0.78 –0.04 0.28 …. Construction
Baltic Dry Index ............................................................................. Oct 30 1,283 1,415 1,697 –24.40
New home sales, (thous. units)...................................................... Sept 959 r994 726 32.09 Home Price Index S&P Case–Shiller – Comp. 10 (SA) .................... Aug 241.47 r238.87 230.72 4.66
Personal consumption, (bil. $)....................................................... 3rd Qtr 12,917.3 11,860.3 13,301.3 –2.89 Other Indicators
Inventories Consumer confidence (Conference Board) .................................... Oct 100.9 r101.3 126.1 –19.98
Citi Research Panic–Euphoria Reading .......................................... Oct 30 0.77 r0.73 0.00 ….
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Oct 23 492,427 488,107 438,853 12.21 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.
November 2, 2020 BARRON’S M33

Market Laboratory
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
Weekly Comp. NYSE NYSE Amer Nasdaq Biodesix Galecto LongevityAcqnWt SpruceBio AziyoBiologics FoghornTherap Lizhi SundialGrowers CooperT&R MaxLinear Snap WescoPfdA
BioLifeSols Genasys LuxHlthTech StaarSurgical BaudaxBio ForumMergerIII LoopIndustries SunesisPharm CoreLogic MediaAlpha SOQUIMICH Zendesk
New Highs 83 7 129 BioLineRX GeoVaxLabsWt MallardAcqn StitchFix BCTG Acqn ForumMergerIIIWt LuxHlthTech TargetHosp Cummins MedleyCapNts23 SolarWinds
New Lows 181 8 223 BlueknightEnPtrsA GlbX ThemGrwth MarketAxess StokeTherap BellicumPharm FSDPharma MalaccaStraitsAcqn Teligent NEW LOWS
BlueprintMed GlbXCleanTech MatchGroup Tantech BenitecBiopharm FTAC Olympus MallardAcqn The9 AEA-Bridges CypressEnvl HollyFrontier RivernorthOppsRt
BowXAcqnWt GlbXDataCtr MeritMedical TekkorpDigital BioCardia FTACOlympusWt MarkerTherap Thryv AberdStdGlbInfr D8 A HorizonAcqn SFL
NOTICE TO READERS: BurgundyTechA
CareDx
GlbXSocialMedia
GooseheadIns
MicroStrategy
MiratiTherap
TravelCenters
TriumphBncpPfdC
Biodesix
Biogen
Galecto
Genfit
McAfee
MercerIntl
TreanInsurance
Tricida
AcadiaRealty
AerojetRocket
DHI Group
DHT
HorizonAcqnA
HorizonAcqnII
SQZ Biotech
ScorpioBulkers
Effective 10/27 in the DJUA, Atmos Energy Cerence GreencityAcqn MoneyGram TurmericAcqn BiondVaxPharm GileadSciences Metacrine TurmericAcqn AjaxI DPCM Capital IonAcqn1 A ScorpioTankers
CFFinanceAcqnII GuardantHealth MontesArchimedes UltragenyxPharm BowXAcqnA GlbXCleanTech MetenEdtechX TWC Tech II AltimarAcqn DiamondSShip IntercorpFinSvcs SocialCapHedIII
(ATO) replaced CenterPoint Energy (CNP) and CFFinanceIIWt HelixAcqn Morningstar UnitedTherap BowXAcqnWt GlbXDataCtr MingZhuLogistics TymeTechs ApolloStratGr DouglasEmmett IntlSeaways SocialCapHedWt
Xcel Energy (XEL) replaced NiSource (NI). The Clarus
CMLifeSciWt
HovnanianPfdA
IderaPharm
NextGenAcqn
NovusThera
UtdCmtyBksPfdI
VaronisSystems
BowXAcquisitionUn
BrickellBiotech
GlbXS&PCathDvxUS
GlobusMaritime
MonoparTherap
NakedBrand
uCloudlink
UnitedInsurance
ArdmoreShipping
ArmstrongWorld
DragoneerGrwA JawsAcqnA
DragoneerGrwWt KilroyRealty
SocialCapHedV
SocialCapHedVI
index changes were prompted by NextEra CognizantTech IdexxLab O2MicroIntl VirtusInvtPtrs BurgundyTechA GoHealth NBT Bancorp UTStarcom Asana Embraer MinisoGroup SpartanEnergy
Conx Immunovant OceanFirstPfdA WD-40 CapitalaFinance GoodWksAcqn Neovasc VastaPlatform AscendantDigA EmpireStateRealty Mack-Cali StrPeakEnerA
Energy’s (NEE) decision to split its stock 4:1. CorsairGaming Inphi OFSCapNts2023 WisdTrChinaxSOE CastorMaritime GoresHoldingsV NeuroBoPharm VectorAcqn AscendantDigWt EquityCommnwlth MediaAlpha StrPeakEnerWt
Cowen IPG Photonics OptimizeRx Xilinx CatabasisPharm GoresV Wt NextGenAcqn VEON AshfordHosp EquityDistribution MicroFocus SupernovaPtrs
Crocs iShMSCIChina PAVmedWt XTL Biopharm Celsion GreenwichLife OLB Group VertexEnergy AspirationalCns EquityResdntl NOW TPGPaceBenFin
As a result, the divisor for the DJUA changed CymaBayTherap JamesRiver PhioPharmWt YellowstoneAcqn CerevelTherap HallofFameResort OncternalTherap VesperHlthcrAcqn AtlStreetAcqn Euronav NatlOilwell TPGPaceTechOpps
DenaliTherap JFrog PingtanMarineEnt YintechInvt CF Finance HallofFameWt OpiantPharm Vitru AtlasCrestInvt ExecutiveNtwk NavSight TailwindAcqn
to 1.2968526117131 from 1.4136679751566 DuddellStreet CF Finance II HappinessBiotech OptheaADR ViveveMedical AuroraCannabis Express NewYorkCityReit TailwindAcqnA
and the DJCA changed to 0.77382380748747 NEW LOWS CFFinanceAcqnII HarborCustom Optinose VPC Impact AvantiAcqn FG NewAmerica NY CmntyBcp TailwindAcqnWt
1347 Property CogentComm HolicityA ProQR Therap CFFinanceIIWt HaynesIntl Orphazyme Vroom BEST FTI Consulting NorthernGenesis Teekay
from 0.78492070186714. AbraxisPetrol comScore HolicityWt Psychemedics Check-Cap HealthcareMerger PandionTherap WalgreensBoots BP FirstMarkHorizon NorthernGenesisAcqnWt TeekayTankers
AcastiPharma ConsldWater HothTherap PyxisTankersPfdA CHF Solutions HealthStream PhaseBioPharm WarnerMusic BP Prudhoe Fisker NorthwestNat TelecomArgentina
AceConvergence Conx HudsonExecA PyxisTankersWt Chindata HemisphereMedia PhibroAnimal X4 Pharm BancoMacro FoleyTrasimeneA OaktreeAcqnII TelefonicaBras
NYSE AMER AceConvWt CorbusPharm IG Acqn Q&K Intl CMLifeSciWt HighCapeCap PredictiveOncology ZosanoPharma BluescapeOpps FoleyTrasimeneWt OccidentalPetrol Telefonica
AciesAcqn Creatd ImmaticsWt QellAcqn CodiakBioSci HighPeakEner Progenity BoqiiHolding FoleyTrasimII Omnicom Tenaris
NEW HIGHS AconS2Acqn CSX-LinksCrudeOil Immunome Reading A BostonProps FoleyTras II A oneA Thermon
AcmeUnited EllomayCapital PTK Acqn Zedge AcutusMedical CumberlandPharm InsuAcqnII RechargeAcqn NYSE CCNeubergerII FoleyTrasII Wt PBF Energy TidewaterWtB
Ampco-PittsWt 1847Goedeker UnvlSecInstr AdvantageSolns CuriosityStream IntecPharma RecroPharma CCNeubergerIIWt FomentoEconMex PHX Minerals TidewaterWtA
NEW LOWS AdvantageSolnsWt CyclacelPharm Intel RockwellMedical NEW HIGHS CVR Energy FortressValueII PanaceaAcqnWt Tim
Ashford NorthernOil&Gas RingEnergy Senseonics AEternaZentaris DBV Tech InterceptPharm Root AjaxI Danaher Moelis SouthernNts2020C CaliforniaRscs FortressValueII ParamountGroup TortoiseAcqnII
ChardanHlthcr2Wt PTK Acqn SachemNts2025 TalosEnergyWt AkebiaTherap DeerfieldWt InVivoTherap RothCHAcqnIWt Alibaba DanaherPfdA MorganStanleyPfdA SoCopper Capstar FortressValueIIWt PeabodyEnergy Transocean
Akerna DuddellStreet InvscBS2030CorpBd RoyaltyPharma Amrep dMY Tech II NIO St.Joe CapstarSpacA Frank'sIntl PA Reit TrebiaAcquisition
NASDAQ Alector Dynatronics InvscNasd100 RuhnnHolding AtlasCrestInvt dMYTechII Wt Natuzzi SupernovaPtrs Cato Frontline PeridotAcqn Unitil
AllegroMicro E.MergeTechA InvscNasdNext100 SagaComm BankofAmPfdE DolbyLab NuvMN QualMuni Systemax CerberusTele GEO Group PermianBasin US BancorpPfdL
NEW HIGHS AmerantBancorpA E.MergeTechWt iShESGAdvMSCIEM SarissaCap Bio-RadLab A Endava PJT Partners TailwindAcqnA ChurchillCapIVWt GoAcqnA PermianvilleRT UnivInsurance
AcadiaHealthcare DuluthHoldings KBLMergerIV PraxisPrecision ANI Pham EastRscsAcqnWt iShMSCITurkeyETF SatsumaPharm Bio-RadLab B ExtraSpaceSt Penumbra TailwindAcqnWt ChurchillCapIV GoAcqnWt PetroChina VG Acqn
AciesAcqn Dunkin' KerosTherap Pro-Dex ArcLightClean EastStoneAcqn IterumTherap SCWorx Bitauto GabelliMultiPfdG Pinterest ThermoFisherSci CityOfficeREIT GS Acqn II Wt PhoenixTree Verso
AlbertonAcqnWt DZS KismetAcqnOne ProvidenceService ArteloBiosci EchoStar JaguarHealth SeaChange BlkRkMuniyldAZ II GatosSilver PitneyBowes TraneTech ClimateChgI GTT Comm PiedmontOfficeA VyGlblGrowth
AlignTech EchoGlobalLog KodiakSciences PyxisTankersWt ArtiusAcqn EntasisTherap JamfHolding ShiftPixy BluescapeOpps Generac PublicStorage Tupperware Coca-Cola Femsa GasLog PrimeImpactI WashingtonREIT
AllegroMicro ErieIndemnity A LatticeSemi R1RCM ArtiusAcqnA Evolus KiromicBiopharma ShiftTech BrookfieldFinNts HIG Acqn QuantaServices TurningPoint C&STaxAdvPfd GatosSilver PrincipalRealEst WellsFargo
Amedisys EucratesBio Leslie's Repligen ArtiusAcqnWt EyePointPharm KismetAcqnOne SilenceTherap Bunge HancockIncmSecs RiceAcqn Twitter CohnRobbins GenesisHealthcare PrudentialNts2060 WellsFargoPfdAA
AmicusTherap ExactSciences LifeSciAcqn Root Arvinas FalconCapAcqn LandcadiaIII SoftwareII Wt CaliforniaRscs HavertyFurn Rollins TylerTech ColonnadeAcqn GreatAjaxNts24 PublicStoragePfdN Westwood
ArenaPharm FirstMidBncpPfdC LifeSciAcqnUn ScholarRock ARYASciencesAcqIII Fanhua LefterisAcqn SonimTech Chegg HoulihanLokey RoyceGlbValueTr USCellularNts2069 ColonnadeAcqnA HPX A RaMedicalSys Wiley A
AscendisPharma FirstSolar LifetimeBrands ShattuckLabs Astronics FarmerBros Leslie's StarboardValue ChinaFund IonAcqn1 A SQZ Biotech UnitySoftware CerveceriasUnid HPX Wt ReinventTechPtrs WorldFuelSvcs
AteaPharm Five9 LionheartAcqnII SiyataMobile AteaPharm FedNat LexiconPharm StateAutoFin C&STaxAdvPfd LabCpAm SanJuanBasin VertivUn CoreCivic HawaiianElec Revlon YucaipaAcqnA
AvidTechnology Flexsteel LiveOakBcshs SiyataMobileWt AvenueTherap FinTechAcqnIV LimelightNetworks StrategicEd ColgatePalm LiveRamp Shutterstock VoceraComm CorEnergyInfr HighPointRscs RiverNorthDoublPfd YucaipaAcqnWt
BeamTherap FreedomHolding LongevityAcqnUn SoftwareII A Avinger FirstCash LiminalBioSci SumoLogic CiaSiderurgica Matson SilvergateCapital WattsWater Credicorp

CONFERENCE CALL CALENDAR

Earnings - Related
Company Date Time Earnings-Related Period Ingersoll Rand November 3 10:00AM Q3
Iron Mountain November 5 8:30AM Q3
AES November 6 9:00AM Q3 Jack Henry & Associates November 5 8:45AM Q1
Albemarle November 5 9:00AM Q3 Johnson Controls International PLC November 3 8:30AM Q4
Alliant Energy November 3 10:00AM Q3 Kimco Realty November 5 8:30AM Q3
Allstate November 5 9:00AM Q3 Leggett & Platt November 3 8:30AM Q3
Ameren November 5 10:00AM Q3 Leidos November 2 8:00AM Q3
American Water Works Company November 5 9:00AM Q3 Lincoln National November 5 10:00AM Q3
Amerisourcebergen November 5 8:00AM Q4 Live Nation Entertainment November 5 5:00PM Q3
ANSYS November 5 8:30AM Q3 Loews November 2 10:00AM Q3
Apache November 5 11:00AM Q3 Marathon Petroleum November 2 9:30AM Q3
Arista Networks November 2 4:30PM Q3 Marriott International November 6 8:30AM Q3
Assurant November 3 8:00AM Q3 Mckesson November 3 8:00AM Q2
Ball November 5 11:00AM Q3 MetLife November 5 9:00AM Q3
Becton Dickinson and Co November 5 8:00AM Q4 Mettler-Toledo International November 5 5:00PM Q3
Booking November 5 4:30PM Q3 Microchip Technology November 5 5:00PM Q2
Bristol-Myers Squibb November 5 8:30AM Q3 Mondelez International November 2 5:00PM Q3
Catalent November 3 8:15AM Q1 Mosaic November 3 11:00AM Q3
CDW November 2 8:30AM Q3 Nielsen PLC November 5 8:00AM Q3
CenterPoint Energy November 5 8:00AM Q3 NiSource November 2 11:00AM Q3
Centurylink November 4 5:00PM Q3 NortonLifeLock November 5 5:00PM Q2
Cigna November 5 8:30AM Q3 NRG Energy November 5 9:00AM Q3
Clorox November 2 1:30PM Q1 Parker-Hannifin November 5 11:00AM Q1
CVS Health November 6 8:00AM Q3 Paycom Software November 4 5:00PM Q3
DENTSPLY SIRONA November 5 8:30AM Q3 Perrigo Company PLC November 4 8:00AM Q3
Diamondback Energy November 3 9:00AM Q3 Pioneer Natural Resources November 5 10:00AM Q3
Discovery November 5 8:00AM Q3 PPL November 5 11:00AM Q3
Duke Energy November 5 10:00AM Q3 Progressive November 4 9:30AM Q3
DXC Technology November 5 4:45PM Q2 Prudential Financial November 4 11:00AM Q3
Emerson Electric November 3 2:00PM Q4 Public Storage November 5 12:00PM Q3
EOG Resources November 6 10:00AM Q3 Qorvo November 4 5:00PM Q2
Evergy November 5 9:00AM Q3 Qualcomm November 4 4:45PM Q4
Exelon November 3 10:00AM Q3 Realty Income November 3 2:30PM Q3
Federal Realty Investment Trust November 6 10:00AM Q3 Regency Centers November 6 11:00AM Q3
FirstEnergy November 2 1:00PM Q3 Republic Services November 5 5:00PM Q3
Flowserve November 6 11:00AM Q3 SBA Communications November 2 5:00PM Q3
FMC November 3 9:00AM Q3 Sempra Energy November 5 12:00PM Q3
Fox November 3 8:30AM Q1 Skyworks Solutions November 2 4:30PM Q4
Gartner November 3 8:00AM Q3 Sysco November 3 10:00AM Q1
General Motors November 5 10:00AM Q3 T-Mobile US November 5 4:30PM Q3
HanesBrands November 5 8:30AM Q3 Take-Two Interactive Software November 5 4:30PM Q2
Healthpeak Properties November 3 12:00PM Q3 Ventas November 6 10:00AM Q3
Henry Schein November 2 10:00AM Q3 ViacomCBS November 6 8:30AM Q3
Hershey November 6 8:30AM Q3 Vornado Realty Trust November 4 10:00AM Q3
Hilton Worldwide November 4 10:00AM Q3 Waste Management November 2 10:00AM Q3
HollyFrontier November 5 8:30AM Q3 Westrock November 5 8:30AM Q4
Hologic November 4 4:30PM Q4 Williams Companies November 3 9:30AM Q3
Host Hotels & Resorts November 5 12:00PM Q3 Zebra Technologies November 3 8:30AM Q3
Humana November 3 9:00AM Q3 Zimmer Biomet November 6 8:30AM Q3
Huntington Ingalls Industries November 5 9:00AM Q3 Source: CCBN, www.ccbn.com
M34 BARRON’S November 2, 2020

Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, October 30, 2020 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 2.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 4.75 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008798 .0008862 1136.62 1128.45
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0054 .0054 184.3000 184.2700
Avg effective offer 0.09 0.09 1.59 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1123 .1143 8.9015 8.7483
Avg weekly auction-c 0.09 0.09 1.85 Switzerland (Franc) 1.0908 1.1061 .9168 .9041
4.90 1.15 Argentina (Peso)-y .0128 .0128 78.3325 78.1379 Taiwan (Dollar) .03497 .03492 28.599 28.633
T-Bills Rate CBOE Australia (Dollar) .7028 .7137 1.4229 1.4011
s Thailand (Baht) .03211 .03192 31.140 31.330
13 weeks, Coupon Yield 0.101 0.101 1.654 Bahrain (Dinar) 2.6520 2.6522 .3771 .3771 Turkey (New Lira)-d .1198 .1256 8.3465 7.9640
13 weeks, Auction Rate 0.100 0.100 1.620 4.00 1.00 Brazil (Real) .1741 .1779 5.7444 5.6197 .0350 .0353 28.5500 28.3500
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.112 0.117 1.650 Bulgaria (Lev) .5958 .6065 1.6785 1.6489 U.K. (Pound) 1.2950 1.3042 .7722 .7668
26 weeks, Auction Rate 0.110 0.115 1.610 Canada (Dollar) .7507 .7618 1.3320 1.3126 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.10 0.11 1.63 Chile (Peso) .001293 .001289 773.30 775.70 Financial .02324 .02343 43.030 42.675
3.10 0.85 .1494 .1495 6.6927 6.6868 ----
Broker Call Rate China (Renminbi)
2.00 2.00 3.50 S&P 100 Euro 1.1646 1.1861 .8586 .8431
s Colombia (Peso) .0002584 .0002639 3870.35 3789.50
Bankers Acceptances Croatia (Kuna) .1537917 .1565264 6.50 6.39 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 0.12 0.12 1.85 2.20 0.70 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 0.15 0.15 1.85 Commercial rate .04276 .04358 23.386 22.946 2005. y-floating rate.
3 months 0.18 0.18 1.95 Denmark (Krone) .1564 .1594 6.3924 6.2740
6 months 0.20 0.20 1.93 1.30 0.55 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0637 .0636 15.7008 15.7111
Euro Libor Rate Hong Kong (Dollar) .1290 .1290 7.7523 7.7502
1 month -0.562 -0.565 -0.513 Hungary (Forint) .003178 .003248 314.62 307.92
3 months -0.530 -0.527 -0.441
0.40 0.40
N D J F M A M J J A S O Iceland (Krona) .007089 .007201 141.07 138.86 ARMS INDEX
6 months -0.523 -0.508 -0.409 India (Rupee) .01341 .01354 74.544 73.839
12 months -0.474 -0.459 -0.309 Source: CBOE
Indonesia (Rupiah) .0000684 .0000682 14625 14660
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .2935 .2962 3.4069 3.3764
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Japan (Yen) .009554 .009548 104.67 104.73
1 month 0.14 0.16 1.77 the index is the number of advancing stocks divided by the number of
3 months 0.22 0.22 1.89 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002310 .002337 432.88 427.89
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.2724 3.2730 .3056 .3055
6 months 0.24 0.25 1.90 High bullish readings in the Consensus stock index or in the .1252 .1252 7.9900 7.9885 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.33 0.34 1.93 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2408 .2405 4.1535 4.1575 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 10/26 10/27 10/28 10/29 10/30
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 3.95 Floating rate .0472 .0479 21.1918 20.8643
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .6613 .6695 1.5122 1.4937 NYSE 1.45 1.09 .69 .81 .90
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1048 .1083 9.5415 9.2369 NYSE American .18 .55 .85 .34 .65
Switzerland 0.00 0.00 0.50 Consensus Bullish Sentiment 67% 68% 65% Oman (Rial) 2.5974 2.5974 .3850 .3850 Nasdaq .55 .68 .42 .98 .81
Britain 0.10 0.10 0.75 Pakistan (Rupee) .00623 .00619 160.450 161.550
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (816) 373-3700. editor@consensus-inc.com Philippines (Peso) .02059 .02066 48.560 48.409
Other Money Rates Poland (Zloty) .2529 .2596 3.9544 3.8519
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2746 .2746 3.6410 3.6413 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 1.92 1.95 3.17 Bullish 35.3% 35.8% 34.8% Russia (Ruble)-a .01259 .01312 79.406 76.217
Bearish 35.3 33.0 35.7 12-Month Year Week %
Bank money market-z 0.10 0.10 0.22 Saudi Arabia (Riyal) .2666 .2666 3.7506 3.7506
Interest Checking-z 0.05 0.05 0.07 Neutral 29.4 31.2 29.5 High Low 10/29 10/22 Ago Chg.
Singapore (Dollar) .7320 .7364 1.3662 1.3580
6-Month Certif-z 0.18 0.18 0.55 Source: American Association of Individual Investors, South Africa (Rand) .0615 .0617 16.2496 16.2012 923.32 391.56 Gold mining 807.85 862.06 524.16 –6.29
12-Month Certif-z 0.25 0.25 0.78 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.25 0.25 0.84 Market Vane
5-Year Certificates-z 0.41 0.42 1.13 Bullish Consensus 44% 47% 50%
U.S. Savings EE Bonds: FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
Source: Market Vane, P.O. Box 90490,
Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Year
Prev. Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Handy & Harman 10/30 10/23 Ago
Member Bank Latest Week Ago
the Federal Reserve on a weekly average basis. Indicator 46.3% 49.7% 42.7% Gold, troy ounce 1881.85 1903.65 1508.80
Reserve Chgs. (Mil. $) Week Change Change
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 23.55 24.58 18.08
Factset. z-Bankrate.com. One week ended Oct 28:
New York, NY 10019 (844) 207-1445. timsupport@timgroup.com Base for pricing gold and silver contents of shipments and for
making refining settlement.
U.S. Gov't securities: Price Premium Premium
Bought outright 6,547,389 + 13,939 +2,934,591 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1956.14 75.24 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 1974.95 94.05 5.00
Week Week Week Week Week Week Mexican Peso 2275.80 8.00 0.35
Reserve bank credit: Austria Crown 1846.66 3.00 0.16
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 2,656 -148 + 2,643 Austria Phil 1974.95 94.05 5.00
Corporate (z) 9,410 r30,951 18,387 general obligation municipal bonds.) U.S. Eagles 1974.95 94.05 5.00
Secondary Credit .... .... ....
Municipal (z) 12,957 r19,551 9,169 2.34 2.37
2.79 Premium is the amount over the value of the gold content in the
Seasonal Credit 4 -5 -38
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 -256 -37 -7 Bullion spot gold price 1880.90
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 40,023 + 1,033 + 12,524
1.54 1.54 2.62 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 7,124,894 + 14,029 +3,158,955
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.62 3.63 3.61 Gold stock 11,041 .... ....

3.16 3.02 3.46 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... Casting Off: Investors left their glitter-
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,467 + 14 + 447 ing haven, reducing gold’s price 1.1%
Confidence Index (High-grade index divided by inter-
mediate-grade index; decline in latter vs. former generally +.68 +.54 –.37 Total 7,213,321 + 14,161 +3,160,484
on the week, to $1,882 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,042,923 + 829 + 266,884
48.7 50.9 75.5 Treas. Cash Hldgs 43 + 4 -149 90
Corp Bonds, (y) 2.23 2.23 2.84
Other Confidence Indicators: Treas. Fed Deposits 1,680,933 -43,859 +1,291,061
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. 75
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 21,249 + 1,215 + 16,062

s
Barron's Gold Mining Index (807.85)
Bloomberg Barclays US Long Treasury*(This Other Fed Deposits 229,996 + 32,011 + 163,744 60
index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) MONEY SUPPLY Other FR liab/cap 48,505 -1,896 + 3,627
45
4724.24 4711.90 4112.04 Total factors 4,332,541 -6,139 +1,763,406
Money Supply (Bil. $) Latest Prev. Yr. Ago YOY % Chg Reserves F.R. banks 2,880,781 + 20,301 +1,397,079 30
Bloomberg Barclays US Credit (This index Week ended October 19
includes all publicly issued, fixed-rate, non-convertible, invest- M1 (seas. adjusted) 5,545.5 r5,603.6 3,944.6 40.58 Fgn hold U.S. debt 3,394,941 -7,848 -26,720 15
ment-grade, dollar-denominated, SEC-registered corporate M1 (not adjusted) s
5,482.1 r5,368.2 3,914.2 40.06 Handy & Harman Gold Price
debt. All issues have at least one year to maturity and outstand- M2 (seas. adjusted) 18,815.2 r18,795.4 15,205.2 23.74 Reserve Aggr (Mil. $ sa) Latest Prev. Month % Year 0
M2 (not adjusted) 18,797.4 r18,734.6 15,157.4 24.01
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) Month ended September
Month Ended September: Month Month Chg. Ago
-15
3289.39 3287.04 3073.39 M1 Mult. Replacement (St. Louis Fed) r1.113 1.125 1.218 -8.62 Total Reserves: 2,852,800 2,799,700 1.90 1,504,800
Ryan Labs Treasury Index (Index of total return from Monthly Money Supply Nonborrowed Res 2,774,400 2,716,600 2.13 1,504,700 -30
active Treasury notes and bonds. Dec. 31, 1996=100.) Month ended September Borrowed Reserves 78,387 83,126 -5.70 102 N D J F M A M J J A S O
M1 (seas. adjusted) r5,502.2 r5,390.8 3,902.9 40.98
329.73 328.94 303.04 M2 (seas. adjusted) 18,647.9 r18,403.5 15,028.4 24.08 Monetary Base 4,880,400 4,807,400 1.52 3,202,700
November 2, 2020 BARRON’S M35

Market Laboratory
STOCK SPLITS/DIVIDENDS WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Record Ex-Dividend Payment
Company Name-Ticker Symbol (Exchange) Amount Date Date Date This list includes payouts on common stocks. This list includes payouts on common stocks.
Rollins Inc-ROL (NYSE)......................................................................... 3-for-2 11-10 12-11 12-10
Tempur Sealy-TPX (NYSE) ................................................................... 4-for-1 11-10 11-24 11-23 NYSE NYSE
Monday Tuesday Friday Tuesday Eaton Corp. PLC .73 Sunday
Energy Transfer .153
SPECIAL DIVIDENDS (November 2) (November 3) (November 6)
(November 3)
First Commonwealth .11
(November 8)
Brown & Brown .093 NONE
Record Ex-Dividend Payment ABM Industries .185 NONE Ennis .225 Clorox 1.11
FirstEnergy .39
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Medifast 1.13 Employers Holdings .25
Lamb Weston Holdings .23 Monday
Acuity Brands .13 Wednesday Magellan Midstream 1.028 (November 9)
AMERISAFE-AMSF (Nasdaq) ............................................................... 3.50 11-11 11-09 11-18 AT & T .52 nVent Electric .175 Wednesday Moelis .382 American Water Works .55
(November 4)
Capitol Federal Finl-CFFN (Nasdaq) .................................................... 0.13 11-20 11-19 12-04 Boise Cascade 1.60 Owens Corning .24 (November 4) MPLX .688 Fresh Del Monte Produce.10
AZZ .17
Diamond Hill Investment-DHIL (Nasdaq)........................................... 12.00 11-25 11-24 12-04 Bristol Myers Squibb .45 Pentair PLC .19 Affiliated Managers .01 NGL Energy Partners .10 Gerdau ADR .02
Marine Products-MPX (NYSE)............................................................. 0.04 11-10 11-09 12-10 Graco Inc .175 Armstrong Wrld Ind .21 Norfolk Southern .94 Graham Corp .11
PerkinElmer .07
Campbell Soup .35 Banco Bradesco Ord .003 Greenbrier Cos .27
Schneider National-SNDR (NYSE)...................................................... 2.00 11-09 11-06 11-19 Lowe's Cos .60 NuSTAR Energy .40
Thor Industries .41 Hess Midstream .442
CVS Health .50 NY Community Bancorp .17 Hanesbrands .15
Luxfer Holdings .125 USA Compression .525 IDACORP .71 Pfizer .38 IBM 1.63
Darden Restaurants .30
DIVIDEND PAYMENT REDUCTIONS SM Energy .01 WPP ADR .659 Materion .115 Sunoco .826 Invitation Homes .15
Dillard's .15 Xylem .26
Adjusted % Record Ex-Div Payment
General Mills .51
Thursday Saturday Wells Fargo .10 Marine Products .08
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Thursday Friday Marine Products .04
Energy Transfer-ET (NYSE) ................................ 24.2 Q .1525 .305 -50.0 % 11-06 11-05 11-19 Glatfelter .135 (November 5) (November 7)
(November 5) MSC Industrial Direct .75
(November 6)
Kontoor Brands-KTB (NYSE) .............................. 4.9 Q .40 .56 -28.6 % 12-10 12-09 12-18 Universal Corp .77 Costamare .10 NONE Banco Sant Brasil ADR .048
Banco Latinamer .25
Mueller Water Products .055
Olin Corp .20
NGL Energy Partners-NGL (NYSE) ..................... 33.6 Q .10 .20 -50.0 % 11-06 11-05 11-13 Verizon Comm .627 Graham Holdings 1.45
Sunday BP ADR .315
Comfort Systems USA .11
Brinks .15 Penske Automotive .42
Waddell & Reed Financial.25 Park Aerospace .10
(November 8) CIT Group .35
Global Partners .50
PPG Industries .54
DIVIDEND PAYMENT BOOSTS Wolverine World Wide .10 PNC Fincl Svcs 1.15
NONE CMS Energy .407
OneMain Holdings .45
Rollins Inc .053
Systemax .14
Adjusted % Record Ex-Div Payment Concho Resources .20 Sonoco Products .43
WW Grainger 1.53
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date NASDAQ Constellation Brands A .75 Southern Copper .50
Agnico-Eagle Mines-AEM (NYSE) ......................... 1.8 Q .35 .20 75.0 % 11-25 11-24 12-15 Constellation Brands B .68 Saturday Standex Intl .24
Altabancorp-ALTA (NCM )....................................... 2.6 Q .15 .13 15.4 11-09 11-06 11-16 Monday Wednesday Coca-Cola Consolidated .25 Crestwood Equity .625 (November 7) Webster Financial .40
Apartment Inv & Mgmnt-AIV (NYSE)..................... 5.2 Q .82 .41 100.0 11-04 11-03 11-30 (November 4) Union Bankshares .32 Delek Logistics Prtnrs .905 NONE West Pharmaceutical .17
(November 2)
Apollo Global Mgmt A-APO (NYSE)....................... 6.2 Q .51 .49 4.1 11-20 11-19 11-30 First United .13 NONE Saturday NASDAQ
Arrow Financial-AROW (Nasdaq) ........................... 3.7 Q .26 .245075 6.1 12-02 12-01 12-15
Artisan Ptrs Asset Mgmt-APAM (NYSE) ............... 7.0 Q .83 .67 23.9 11-16 11-13 11-30 Norwood Financial .25 Thursday (November 7)
Tuesday Hawkins .233 Southern Natl Bncp of VA.10
Heidrick & Struggles Intl.15 WVS Financial .10
BancorpSouth Bank-BXS (NYSE) ......................... 3.3 Q .19 .185 2.7 12-15 12-14 1-04 Waterstone Fincl .12 (November 5) NONE (November 3)
Black Hills-BKH (NYSE) ........................................... 4.0 Q .565 .535 5.6 11-17 11-16 12-01 Tuesday Lakeland Financial .30 Sunday American River Banksh .07
Heritage Commerce .13 Saturday
HomeStreet .15
Blackstone Group-BX (NYSE)................................ 3.7 Q .54 .37 45.9 11-09 11-06 11-16 Heritage Financial .20 (November 7)
Calavo Growers-CVGW (Nasdaq) ........................... 1.7 A 1.15 1.10 4.5 11-13 11-12 12-04 (November 3) Friday (November 8) MetroCity Bankshares .09
Independent Bank Group .30
NONE
Intel .33
Cheniere Energy Ptnr-CQP (NYSE AMER ) ............ 7.1 Q .65 .645 0.8 11-06 11-05 11-13 NONE (November 6) NONE PCB Bancorp .10
JB Hunt Transport .27 Sunday
Churchill Downs-CHDN (Nasdaq)........................... 0.4 A .622 .581 7.1 12-04 12-03 1-06 CMC Materials .44 VSE .09
Luther Burbank .058 (November 8)
Cognex-CGNX (Nasdaq) ........................................... 0.4 Q .06 .055 9.1 11-13 11-12 11-27 Wednesday Martin Midstream .005 NONE
Comfort Systems USA-FIX (NYSE) ....................... 1.0 Q .11 .105 4.8 11-09 11-06 11-20 NYSE American
Community West Bancshares-CWBC (Nasdaq).. 2.5 Q .05 .045 11.1 11-13 11-12 11-30
(November 4) Nexstar Media Cl A .56 Monday
Cowen Cl A-COWN (Nasdaq) ................................... 1.0 Q .08 .04 100.0 12-01 11-30 12-15 Monday Wednesday Friday Franklin Electric .155 OP Bancorp .07
(November 9)
(November 6) NONE Independent Bank Mich .20 Pacific Premier Bancorp .28
(November 2) (November 4) 1st Constitution Bancorp .09
CRA International-CRAI (Nasdaq).......................... 2.5 Q .26 .23 13.0 11-24 11-23 12-11 Lake Shore Bancorp .13 Pinnacle Finl Partners .16
CTO Realty Growth-CTO (NYSE AMER )................. 4.3 Q 1.00 .40 150.0 11-16 11-13 11-30 National Healthcare .52 NONE Saturday Northwest Bancshares .19 Richardson Electronics .06
American Elec Power .74
Cullen/Frost Bankers-CFR (NYSE)........................ 4.1 Q .72 .71 1.4 11-30 11-27 12-15 Tuesday Thursday (November 7) NONE
S & T Bancorp .28 Sirius XM Holdings .015
CapStar Finl Hldgs .05

Delek Logistics Partners-DKL (NYSE).................. 13.5 Q .905 .90 0.6 11-06 11-05 11-12 (November 3) (November 5) Sunday Veritex Holdings .17 Washington Federal .22
Enterprise Bancorp .175
NONE NONE (November 8) NONE First Bancshares .12
Dorchester Minerals-DMLP (Nasdaq) ................... 13.8 Q .325612 .226318 43.9 11-02 10-30 11-12 WSFS Financial .12
Friday German American Banc .19
DTE Energy-DTE (NYSE) ......................................... 3.6 Q 1.085 1.0125 7.2 12-21 12-18 1-15 Thursday (November 6) Home BancShares .14
Duke Realty-DRE (NYSE)......................................... 2.7 Q .255 .235 8.5 11-16 11-13 11-30 NEW LISTINGS (November 5) Artesian Resources Cl A.257 Landmark Bancorp .20
Fidelity D&D Bancorp-FDBC (Nasdaq) .................. 2.5 Q .30 .28 7.1 11-20 11-19 12-10 BCB Bancorp .14 Clarus .025 Landstar System .21
Fidelity Ntl Financial-FNF (NYSE) .......................... 4.6 Q .36 .33 9.1 12-17 12-16 12-31 Boston Private Financial .06 First Foundation .07 Macatawa Bank .08
First Bancshares-FBMS (Nasdaq).......................... 2.0 Q .12 .10 20.0 11-10 11-09 11-24 NYSE
Capitol Federal Finl .085 HBT Financial .15 MarketAxess Holdings .60
First Citizens Bcshs Cl A-FCNCA (Nasdaq) ........... 0.4 Q .47 .40 17.5 12-14 12-11 1-04 Atlas Crest Investment (ACICU) Columbus McKinnon .06 Home Bancorp .22 Paccar .32
First Interstate Banc A-FIBK (Nasdaq)................... 4.3 Q .38 .34 11.8 11-06 11-05 11-16 Ajax I (AJAXU) Dime Community Bancs .14 Meridian .125 Peapack Gladstone .05
First Mid Bancshares-FMBH (Nasdaq) .................. 3.0 S .41 .40 2.5 12-01 11-30 12-15 First Bank .03 PCTEL .055 Western New England .05
First Northwest Bancorp-FNWB (Nasdaq)............ 2.0 Q .06 .05 20.0 11-13 11-12 11-27 Bluescape Opportunities Acquisition (BOACU) First Community Bncsh .25 PetMed Express .28 Winmark 3.00
Fresh Del Monte Produce-FDP (NYSE)................. 1.4 Q .10 .05 100.0 11-11 11-09 12-04 California Resources (CRC) First Interstate Banc A .38 Rush Enterprises A .14 Winmark .25
GlaxoSmithKline ADR-GSK (NYSE)...................... 6.0 Q .495938 .492922 0.6 11-13 11-12 1-14 Gatos Silver (GATO) Green Plains Partners .12 Rush Enterprises B .14 Xilinx .38
Global Partners-GLP (NYSE) .................................. 13.0 Q .50 .45875 9.0 11-09 11-06 11-13 NYSE American
Gorman-Rupp-GRC (NYSE) .................................... 2.0 Q .155 .145 6.9 11-13 11-12 12-10 Lufax Holding (LU)
Hercules Capital-HTGC (NYSE) .............................. 11.6 Q .34 .32 6.3 11-09 11-06 11-16 MediaAlpha (MAX) Tuesday Thursday Saturday
Hess Midstream-HESM (NYSE) .............................. 9.9 Q .4417 .4363 1.2 11-05 11-04 11-13 SQZ Biotechnologies (SQZ) (November 3) (November 5) (November 7)
HomeTrust Bancshares-HTBI (Nasdaq) ............... 1.8 Q .08 .07 14.3 11-19 11-18 12-03 NONE
Amcon Distributing .18 NONE
Hubbell-HUBB (NYSE) .............................................. 2.7 Q .98 .91 7.7 11-30 11-27 12-15 Nasdaq Cheniere Energy Ptnr .65 Sunday
Independent Bank Group-IBTX (Nasdaq)............. 2.3 Q .30 .25 20.0 11-06 11-05 11-19 Wednesday Seaboard 2.25 (November 8) NONE
Kimbell Royalty Partners-KRP (NYSE)................. 14.7 Q .19 .13 46.2 11-02 10-30 11-09 Absolute Software (ABST) (November 4) Friday Monday
Lake Shore Bancorp-LSBK (Nasdaq)..................... 4.2 Q .13 .12 8.3 11-05 11-04 11-19 Allegro MicroSystems (ALGM) NONE (November 6) (November 9)
Manhattan Bridge-LOAN (NCM ) ............................ 10.5 Q .11 .10 10.0 12-31 12-30 1-15 Atea Pharmaceuticals (AVIR) NONE Gold Resource .003
MDC Holdings-MDC (NYSE) ................................... 3.7 Q .40 .33 21.2 11-10 11-09 11-24
Moelis-MC (NYSE) .................................................... 4.1 Q .3825 .255 50.0 11-06 11-05 11-30 Biodesix (BDSX)
TRADING SUSPENDED
Mueller Water Products-MWA (NYSE).................. 2.1 Q .055 .0525 4.8 11-10 11-09 11-20 Bull Horn Holdings (BHSEU)
Newmont-NEM (NYSE) ............................................ 2.6 Q .40 .25 60.0 12-11 12-10 12-28 CONX (CONXU) NYSE
NexPoint Residential Tr-NXRT (NYSE) ................. 3.1 Q .34125 .3125 9.2 12-15 12-14 12-31
OneMain Holdings-OMF (NYSE) ............................ 5.2 Q .45 .33 36.4 11-09 11-06 11-17 Duddell Street Acquisition (DSACU) Advanced Disposal Services (ADSW)
Origin Bancorp-OBNK (Nasdaq) ............................. 1.8 Q .10 .0925 8.1 11-13 11-12 11-30 Galecto (GLTO) Hertz Global Holdings (HTZ)
Oshkosh-OSK (NYSE) .............................................. 2.0 Q .33 .30 10.0 11-16 11-13 11-30 Jupiter Wellness (JUPW) Kadmon Holdings (KDMN)
Pacific Premier Bancorp-PPBI (Nasdaq) .............. 4.4 Q .28 .25 12.0 11-06 11-05 11-13
Pinnacle West Capital-PNW (NYSE) ..................... 4.1 Q .83 .7825 6.1 11-02 10-30 12-01 Kadmon Holdings (KDMN) Nasdaq
Prosperity Bancshares-PB (NYSE)....................... 3.6 Q .49 .46 6.5 12-15 12-14 1-04 Legato Merger (LEGOU) Garrison Capital (GARS)
RBB Bancorp-RBB (Nasdaq)................................... 2.9 Q .09 .06 50.0 11-02 10-30 11-16 Leslie's (LESL) Immunomedics (IMMU)
Royal Dutch Shell ADR A-RDS.A (NYSE) .............. 8.5 Q .333 .32 4.1 11-13 11-12 12-16
Royal Dutch Shell ADR B-RDS.B (NYSE) .............. 10.5 Q .333 .32 4.1 11-13 11-12 12-16 Lux Health Tech Acquisition (LUXAU)
SB Financial Group-SBFG (NCM ).......................... 2.7 Q .105 .10 5.0 11-06 11-05 11-20 Mallard Acquisition (MACUU) NAME CHANGES
Seagate Technology-STX (Nasdaq) ...................... 5.6 Q .67 .65 3.1 12-23 12-22 1-06 Root (ROOT)
Selective Insurance Group-SIGI (Nasdaq)........... 1.9 Q .25 .23 8.7 11-13 11-12 12-01 NYSE
Shenandoah Telecom-SHEN (Nasdaq) ................. 0.8 A .34 .29 17.2 11-12 11-10 12-01 Fisker (FSR), formerly Spartan Energy Acquisition (SPAQ)
South Plains Financial-SPFI (Nasdaq) .................. 1.4 Q .05 .03 66.7 11-02 10-30 11-16 YEARLY HIGH/LOWS S&P 500 INDEX
Southern Copper-SCCO (NYSE)............................. 3.8 Q .50 .40 25.0 11-11 11-09 11-24 PHX Minerals (PHX), formerly Panhandle Oil & Gas
Sturm Ruger-RGR (NYSE) ....................................... 2.3 Q .56 .42 33.3 11-13 11-12 11-27 The yearly S&P 500 Index; with a high/low range based
Nasdaq
TC Energy-TRP (NYSE)............................................ 6.2 Q .608 .566744 7.3 12-31 12-30 1-29 on the daily close.
Tennant Co-TNC (NYSE).......................................... 1.5 Q .23 .22 4.5 11-30 11-27 12-15 Year High Date Low Date
Advantage Solutions (ADV), formerly Conyers Park II
Tompkins Financial-TMP (NYSE AMER )............... 3.8 Q .54 .52 3.8 11-03 11-02 11-13 Acquisition (CPAA)
Triton International-TRTN (NYSE) ......................... 6.2 Q .57 .52 9.6 12-10 12-09 12-23 2020 3580.84 Sept. 02 2237.40 Mar. 23
Cerevel Therapeutics Holdings (CERE), formerly ARYA
UMB Financial-UMBF (Nasdaq)............................... 2.1 Q .32 .31 3.2 12-10 12-09 1-04 2019 3240.02 Dec. 27 2447.89 Jan. 03
Visa Cl A-V (NYSE) ................................................... 0.7 Q .32 .30 6.7 11-13 11-12 12-01 2018 2930.75 Sept. 20 2351.10 Dec. 24 Sciences Acquisition II (ARYB)
Waste Connections-WCN (NYSE) ......................... 0.8 Q .205 .185 10.8 11-10 11-09 11-25 2017 2690.16 Dec. 18 2257.83 Jan. 03 Lordstown Motors (RIDE), formerly DiamondPeak Holdings
West Pharmaceutical Svcs-WST (NYSE)............. 0.3 Q .17 .16 6.3 11-11 11-09 11-18 2016 2271.72 Dec. 13 1829.08 Feb. 11 (DPHC)
 X W L C 10 11 12 H G R P 4 8 3 F A D 6 7 9 0 I
M36 BARRON’S November 2, 2020

Time to Rebuild
America’s Infrastructure?
U.S. Infrastructure
Development ETF

PAVE
1 (888) 493-8631
GLOBALXETFS.COM

Beyond Ordinary ETFs TM

Investing involves risk, including possible loss of principal. Narrowly focused investments typically exhibit higher volatility. PAVE is
non-diversified.
Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This
and additional information can be found in the Fund’s full or summary prospectus, which are available at
globalxetfs.com. Read the prospectus carefully before investing.
Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions
will reduce returns. Distributed by SEI Investments Distribution Co.