March9,2020 BARRON’S M31
Net YTD 3-Yr.
NAVChg.%Ret.%Ret.Net YTD 3-Yr.
NAVChg.%Ret.%Ret.Net YTD 3-Yr.
NAVChg.%Ret.%Ret.Net YTD 3-Yr.
NAVChg.%Ret.%Ret.TIAA-CREF/Retail Cl:
EqIdx n 21.880.06 -8.1 29.1
Gro&Inc n 18.750.05 -8.8 27.2
LrgCpGro n 21.280.09 -2.5 56.0
MgdAlloc n 12.380.04 -4.0 20.3
TIAA/CREF Funds:
BdIdxInst 11.670.18 5.5 17.8
EqIdxInst 21.470.06 -8.0 30.2
EqIdxRet 21.800.06 -8.1 29.2
Gr&IncInst 13.490.04 -8.7 28.3
Gr&IncRet 13.760.04 -8.8 27.4
HgYldInst 9.45-0.08-3.5 13.0
InflLkdBdInst 11.860.11 3.0 10.7
IntlEqIdxInst 17.86-0.14 -10.712.5
IntlEqIdxRet 18.28-0.15 -10.711.6
IntlEqInst 9.87-0.10 -13.9 3.6
LC2015Ret 12.170.06 -2.0 19.3
LC2020Ret 12.810.05 -2.7 20.0
LC2025Ret 13.130.04 -3.8 20.6
LC2030Ret 13.360.02 -4.9 21.1
LC2035Ret 13.720.01 -6.1 21.5
LC2040Inst 9.91 0.00 -7.1 22.6
LC2040Ret 13.950.00 -7.2 21.7
LC2045Ret 11.77-0.02-8.3 21.2
LCIdx2020Inst 17.510.12 -2.2 21.9
LCIdx2025Inst 18.400.11 -3.1 22.9
LCIdx2035Inst 20.080.08 -5.2 24.5
LCIdx2040Inst 20.580.06 -6.3 24.8
LCIdx2045Inst 20.560.03 -7.3 24.6
LifeStkIdx 25.780.08 -8.0 30.1
LrgCpGrIdxInst34.950.32 -3.9 55.1
LrgCpGrIdxRet 35.220.32 -3.9 53.9
LrgCpGrInst 21.330.10 -2.4 57.5
LrgCpVl IdxInst17.92-0.02 -11.711.1
LrgCpVl IdxRet18.26-0.02 -11.710.2
LrgCpVl Inst 16.13-0.05 -12.3 4.1
LrgCpVlRet 16.08-0.05 -12.4 3.3
MdCpGrInst 20.03-0.07-5.9 36.2
MdCpVl Inst 15.18-0.25 -15.3-1.2
MdCpVlRet 15.07-0.25 -15.3-1.9
QuantSmCpEqInst14.14-0.33 -14.6 3.9
RealSecInst 17.780.77 -0.2 37.5
RealSecRet 18.580.81 -0.2 36.5
S&P500IdxInst32.660.21 -7.7 32.6
S&P500IdxRet 32.450.21 -7.7 31.6
ShTrmBdInst 10.520.04 2.0 9.5
SmCpBl IdxInst18.13-0.33 -12.9 9.5
SmCpBl IdxRet18.21-0.34 -13.0 8.7
SocChEqInst 19.190.12 -7.5 31.8
SocChEqRet 19.510.12 -7.5 30.8
Tortoise Capital:
MLP&EgyInc Inst5.88-0.30 -16.1 -22.5
TorMLPPipInsCl10.11-0.62 -18.9 -21.8
Touchstone Family Fd:
FlexIncY 10.900.03 0.5 13.0
FocEqY 41.50-0.40-9.0 17.3
LagCapFoc A p39.750.14 -7.1 35.1
MdCpGrwY 31.29-0.73-6.6 49.4
MdCpVal Inst 17.08-0.21 -12.3 2.4
MdCpY 36.95-0.14-7.9 39.9
SandsCapGrI 22.13-0.01-0.9 68.3
SandsCapGrY 13.030.00 -0.9 66.5
SmCoA p 4.09-0.13 -15.0 6.9
Transamerica A:
AsAlCnsrv p 10.590.08 -0.4 14.6
AsAIGrow p 11.42-0.09-9.3 11.6
AsAlMod p 10.850.04 -2.6 14.0
AsAlModGr p 11.03-0.01-5.5 13.2
Balanced 28.310.31 -2.1 24.5
Trust for Professional Ma:
PrfTrtStrtBd Ins23.760.25 4.8 21.6
SmeadValueInstl43.10-0.30 -14.518.8
Tweedy Browne Fds:
GblValue n 24.97-0.42 -10.8 5.2
U
Ultimus:
LyricalUSVlEqI13.25-0.78 -19.3-9.7
UM Funds:
BehavVal 49.96-1.98 -20.3-7.9
USAA Group:
500Indx Reward n41.58 NA NA NA
CA Bd n 11.64 NA NA NA
CapGr n 10.13 NA NA NA
CrnrsMod n 14.64 NA NA NA
CrnstModAggr n24.73 NA NA NA
ExtMktIn n 18.42 NA NA NA
Gr&Inc n 18.87 NA NA NA
Gr&TxStr n 21.61 NA NA NA
Grwth n 25.65 NA NA NA
HiIncm n 7.82 NA NA NA
Inco n 13.94 NA NA NA
IncStk n 16.25 NA NA NA
Intl n 22.91 NA NA NA
IntmTerm n 13.97 NA NA NA
LgTerm n 13.93 NA NA NA
Nasdaq100 n 24.21 NA NA NA
ntTerBd n 11.14 NA NA NA
PrecMM n 16.76 NA NA NA
S&PIdx n 41.55 NA NA NA
SciTech n 23.20 NA NA NA
ShtT n 10.62 NA NA NA
ShtTBdA n 9.33 NA NA NA
SmCpStk n 14.66 NA NA NA
TarRet2020 n 11.56 NA NA NA
TarRet2030 n 11.97 NA NA NA
TarRet2040 n 11.84 NA NA NA
TarRet2050 n 12.02 NA NA NA
VA Bd n 11.71 NA NA NA
ValueFd n 14.20 NA NA NA
WldGr n 23.51 NA NA NA
V
VALIC:
CoreBd 12.090.17 4.4 17.3
CoreVal 10.99-0.13 -13.110.4
FrgnVal 8.59-0.27 -15.1-9.3
GlobEq 7.98-0.04 -10.211.2
HighYdBd 7.76-0.04-2.0 14.4
HlthSci 22.45 NA NA NA
InflPro 11.900.20 3.8 14.6
IntlEq 6.77-0.04 -10.810.3
IntlGro 12.130.10 -5.9 39.3
IntlSmCpEq 18.58-0.03 -10.122.0
LgCpGro 17.570.06 -6.9 55.2
MidCpIdx 23.58-0.21 -12.7 7.4
MidCpVal 16.48-0.22 -13.9 3.6
SciTech 29.73-0.49-2.5 69.5
SmCpIdx 18.70-0.34 -13.0 7.5
SocResp 22.470.17 -7.4 31.0
StckIdx 42.910.27 -7.8 31.0
StraBd 11.670.09 1.7 14.5
ValUltra 18.770.08 -1.6 52.1
Value Line Funds:
AstAlcClInv n 38.490.49 0.1 40.5
Van Eck Funds:
EmgMktsY 16.94-0.32-7.3 29.4
VANGUARD ADMIRAL:
400MCpIdxInst242.16-2.09 -12.6 9.1
500Adml n 275.251.78 -7.7 32.6
BalAdml n 38.230.34 -2.5 26.5
CAITAdml n 12.380.02 2.8 15.9
CALTAdml n 12.940.01 3.7 20.7
CapOpAdml nr 142.92-1.76-9.4 32.3
CoStIxAd nr 76.884.24 -3.3 19.4
DivAppIdxAdm n31.850.68 -5.9 37.1
EMAdmr n 33.56-0.24-9.2 12.9
EnergyAdml nr68.23-3.46 -23.3 -23.4
EqIncAdml n 71.701.02 -9.9 20.2
EuropeAdml n 65.03-0.42 -11.014.4
ExplrAdml n 87.02-1.53 -10.533.8
ExtndAdml n 86.03-1.47 -10.018.1
FinIxdAd nr 31.90-1.25 -16.6 7.6
GlobxUSREInx n33.480.50 -6.2 24.3
GNMAAdml n 10.720.06 2.1 11.5
GroIncAdml n 78.050.65 -8.0 30.2
GrwthAdml n 90.880.41 -3.2 50.9
HltClxAd nr 91.403.72 -4.7 37.3
HlthCareAdml nr84.382.76 -3.9 28.9
HYCorAdml nr 5.84-0.03-1.1 16.5
InfProAd n 27.220.53 5.2 14.7
InfTechIdx n 120.720.12 -3.8 82.5
IntlGrAdml n 97.610.18 -5.0 43.8
ITBondAdml n 12.510.21 6.4 20.9
ITCorpIx n 25.610.31 4.7 22.6
ITIGradeAdml n10.470.12 4.7 19.2
ITsryAdml n 11.990.19 6.1 15.9
ITTresIdx n 23.530.38 6.1 15.9
LarCapAd n 69.210.41 -7.3 33.2
LTGradeAdml n12.200.44 12.1 41.6
LTsryAdml n 16.021.07 22.6 49.4
LTTresIdx n 34.172.27 22.5 49.7
MatIdx nr 58.620.45-14.3 2.3
MidCpAdml n 199.91-0.94-9.4 21.2
MrgBkdIdx n 21.630.11 2.1 11.9
MuHYAdml n 12.09-0.02 3.6 23.0
MuIntAdml n 14.830.03 2.9 15.9
MuLTAdml n 12.290.01 3.8 20.8
MuLtdAdml n 11.210.03 1.5 8.6
MuShtAdml n 15.920.02 0.7 5.5
NJLTAdml n 12.840.00 3.8 24.2
NYLTAdml n 12.350.00 3.6 19.1
PacifAdml n 76.43-0.65 -11.1 8.5
PALTAdml n 12.260.03 3.9 21.7
PrmcpAdml nr 129.58-1.51 -10.134.7
RealEstatAdml n128.544.84 -2.3 22.3
S&PSC600Idx 260.63-5.15 -14.9 7.4
SmCapAdml n 69.67-1.35 -12.213.5
SmGthAdml n 63.73-1.11-8.8 31.9
STBondAdml n10.820.08 2.8 10.3
STCorpIx n 22.410.11 2.2 12.1
STFedAdml n 10.920.04 2.2 8.6
STIGradeAdml n10.920.06 2.2 11.0
STIPSIxAdm n 24.970.07 1.1 7.0
STsryAdml n 10.810.07 2.3 8.0
STTresIdx n 20.640.13 2.1 7.6
TotBdAdml n 11.630.20 5.7 18.7
TotIntBdIdxAdm n23.360.17 3.4 17.9
TotIntlAdmIdx nr26.73-0.21 -10.512.1
TotStAdml n 73.330.20 -8.0 30.3
TxMBal nr 33.510.11 -2.2 24.0
TxMCapAdml n153.600.76 -7.4 32.8
TxMIn nr 12.61-0.10 -10.811.9
TxMSC nr 57.63-1.17 -15.1 7.4
USGroAdml n 109.870.24 -1.4 61.8
UtilIxAd nr 73.765.35 2.8 43.0
ValAdml n 41.430.32-11.417.9
WdsrllAdml n 57.61-0.52 -10.817.3
WellsIAdml n 66.561.17 0.6 23.5
WelltnAdml n 72.000.82 -3.9 25.9
WndsrAdml n 61.82-1.63 -14.5 9.5
VANGUARD FDS:
CAIT n 12.380.02 2.8 15.6
CALT n 12.940.01 3.7 20.4
CapOp nr 61.89-0.76-9.4 32.0
CapValue n 12.85-0.12 -11.7 9.8
DivdGro n 28.720.64 -6.0 38.3
DivrEq n 35.02-0.20-7.9 32.2
EmgMktSelStk n20.31-0.36 -12.112.6
Energy nr 36.37-1.84 -23.3 -23.6
EqInc n 34.200.48 -9.9 19.9
Explr n 93.53-1.65 -10.533.3
EXPValFd n 30.86-0.75 -15.8 3.5
FTAlWldInAdml n29.93-0.24 -10.412.7
GlbCapCyl Inv nr 7.43 0.07-10.8 -19.8
GlbEq n 28.99-0.25-8.8 28.6
GlobMinVolFdInv n13.770.19 -5.2 26.9
GloMinVolFdAdm n27.550.38 -5.2 27.2
GNMA n 10.720.06 2.0 11.1
GroInc n 47.810.39 -8.0 29.8HlthCare nr 200.086.54 -3.9 28.8
HYCor nr 5.84-0.03-1.2 16.1
InflaPro n 13.860.27 5.2 14.3
IntlExplr n 15.49-0.33 -13.6 5.5
IntlGr n 30.680.05 -5.1 43.3
IntlVal n 32.94-0.56 -12.2 9.4
INSTTRF2015 22.820.15 -0.7 20.1
INSTTRF2020 23.510.13 -2.5 21.3
INSTTRF2025 23.850.11 -3.6 22.3
INSTTRF2030 23.970.09 -4.6 22.6
INSTTRF2035 24.070.06 -5.6 22.9
INSTTRF2040 24.170.03 -6.6 23.0
INSTTRF2045 24.190.00 -7.6 22.7
INSTTRF2050 24.230.00 -7.6 22.7
INSTTRF2055 24.330.01 -7.6 22.7
INSTTRF2060 24.360.00 -7.6 22.7
INSTTRFINC 22.640.17 0.1 18.3
ITIGrade n 10.470.12 4.7 18.8
ITTsry n 11.990.19 6.1 15.5
LifeCon n 20.880.17 -0.7 20.7
LifeGro n 33.870.05 -6.3 22.2
LifeInc n 16.550.18 2.1 19.6
LifeMod n 27.850.14 -3.5 21.6
LTIGrade n 12.200.44 12.1 41.1
LTTsry n 16.021.07 22.6 48.9
MATxEx n 11.480.02 3.9 19.9
MgdPayFdInv n16.010.01 -5.2 13.5
MidCpGro p 24.86-0.43-7.0 37.0
MuHY n 12.09-0.02 3.5 22.6
MuInt n 14.830.03 2.9 15.6
MuLong n 12.290.01 3.8 20.5
MuLtd n 11.210.03 1.5 8.3
MuSht n 15.920.02 0.7 5.2
NYLT n 12.350.00 3.6 18.8
OHLTte n 13.230.02 3.8 20.0
Primcp nr 125.03-1.46 -10.134.4
PrmcpCor n 24.63-0.31 -11.825.2
SelValu nr 22.54-0.95 -16.8-2.0
STAR n 26.360.01 -3.6 26.5
STFed n 10.920.04 2.1 8.3
STIGrade n 10.920.06 2.2 10.6
STIPSixInv n 24.940.08 1.1 6.8
StratgcEq n 28.94-0.54 -13.5 6.6
StrSmCpEqInv n28.34-0.51 -14.1 0.1
STTsry n 10.810.07 2.3 7.7
TgtRe2015 n 15.070.10 -0.7 19.9
TgtRe2020 n 31.720.17 -2.5 21.2
TgtRe2025 n 19.140.09 -3.5 22.1
TgtRe2030 n 34.780.12 -4.6 22.5
TgtRe2035 n 21.260.05 -5.6 22.8
TgtRe2040 n 36.530.04 -6.6 22.9
TgtRe2045 n 22.830.01 -7.6 22.5
TgtRe2050 n 36.750.01 -7.6 22.5
TgtRe2060 n 35.260.00 -7.6 22.5
TgtRet2055 n 39.910.01 -7.6 22.5
TgtRetInc n 14.060.11 0.1 18.2
TotIntBdIxInv n11.680.08 3.4 17.8
USGro n 42.420.10 -1.4 61.3
USValue n 16.09-0.13 -13.9 1.9
WellsI n 27.470.48 0.5 23.2
Welltn n 41.690.48 -3.9 25.6
Wndsr n 18.33-0.48 -14.5 9.1
WndsrII n 32.47-0.29 -10.817.0
VANGUARD INDEX FDS:
500 n 275.211.76 -7.7 32.3
ExtndIstPl 212.30-3.63 -10.018.1
FTAIWdInPl 100.48-0.82 -10.312.8
Growth n 90.880.40 -3.2 50.3
ITCorpIxInst 31.640.37 4.7 22.6
ITTresIdx Inst 29.200.47 6.0 16.0
LTTresIdx Inst 43.372.87 22.5 49.7
MdCpGrAdml n64.25-0.10-6.0 35.8
MdCpVlAdml n53.89-0.44 -12.8 8.4
MidCp n 44.06-0.21-9.4 20.8
RUSS2000IdxInst221.82-4.09 -12.9 9.4
SmCap n 69.64-1.35 -12.213.1
SmValAdml n 50.04-1.05 -15.0-0.1
TotBd n 11.630.20 5.7 18.3
TotBd2 n 11.580.19 5.6 18.3
TotIntl n 15.98-0.13 -10.511.9
TotSt n 73.300.21 -8.0 29.9
VANGUARD INSTL FDS:
BalInst 38.240.34 -2.5 26.6
DevMktsIndInst12.63-0.09 -10.812.0
DevMktsInxInst19.73-0.16 -10.812.0
EmgMktInstPl 84.91-0.59-9.2 13.1
EmMkInst r 25.52-0.18-9.2 13.0
EuroInst 27.73-0.18 -11.014.5
ExDurTrsInst 51.364.46 31.4 72.0
ExtDurTreIntPl128.9311.1931.4 72.1
ExtndInst 86.02-1.48 -10.018.1
FTAlWldIst r 94.89-0.77 -10.312.8
FTScinst 20.290.08 -7.4 38.6
GrwthInst 90.890.41 -3.2 50.9
InPrSeIn 11.090.22 5.2 14.8
InstIdx 267.941.72 -7.7 32.7
InstPlus 267.961.72 -7.7 32.7
InstTStIdx 63.180.18 -8.0 30.4
InstTStPlus 63.180.18 -8.0 30.4
ITBdInst 12.510.21 6.4 21.0
ITBdInstPI 12.510.21 6.4 21.0
LaCapInst 284.871.71 -7.3 33.2
LTBdInst 17.380.80 15.1 44.3
LTBdInstPl 17.380.80 15.1 44.4
LTCorplxinst 36.581.09 9.6 39.8
MidCpInst 44.16-0.21-9.4 21.3
MidCpIstPl 217.80-1.03-9.4 21.3
RealEstaInstl 19.890.74 -2.4 22.3
Rs1000GrwIdxInst334.503.08 -3.9 55.1
Rs1000Vl IdxInst206.63-0.22 -11.711.1
Russ1000IdxInst264.021.18 -7.7 31.9
Russ2000GrIxInst269.10-3.21-9.3 24.2
Russ3000Idx 260.820.78 -8.0 30.1
SmCapInst 69.67-1.35 -12.213.5
SmCapIstPl 201.10-3.88 -12.213.6
SmGthInst 51.04-0.89-8.8 31.9SmValInst 27.97-0.59 -15.0-0.1
STBdIdxInstPl 10.820.08 2.8 10.4
STBDInst 10.820.08 2.8 10.3
STCorpIxInst p 27.430.13 2.1 12.1
STIGradeInst 10.920.06 2.3 11.1
STIPSIxins 24.990.07 1.2 7.1
STTresIdx 25.930.17 2.1 7.7
TotBdInst 11.630.20 5.7 18.7
TotBdInst2 11.580.19 5.7 18.5
TotBdInstPl 11.630.20 5.7 18.8
TotIntBdIdxInst35.050.26 3.4 18.0
TotIntlInstIdx r 106.89-0.86 -10.512.2
TotItlInstPlId r 106.92-0.85 -10.512.2
TotStInst 73.350.21 -8.0 30.4
TtlWrldIxInst p 150.28-0.24-9.1 21.9
TxMCaInst r 76.330.38 -7.4 32.9
TxMSCInst r 57.76-1.18 -15.0 7.5
ValueInst 41.430.32-11.418.0
Victory Funds:
EstValA 35.62 NA NA NA
EstValI 35.66 NA NA NA
EstValR p 35.10 NA NA NA
LgCpAlphaA 47.47 NA NA NA
SmCap Grwth p73.04 NA NA NA
SmCoOppI 39.23 NA NA NA
VirtusFunds:
CeredexLgCpVlEqI12.20-0.26 -12.114.8
CeredexMdCpVlEqI10.93-0.30 -15.210.4
GvSecUltShtBdI10.030.01 0.6 5.8
VirtusFunds Cl A:
MulSStA p 4.75 0.01 1.1 9.1
SmCapSusA 38.12-0.48-4.6 87.0
StratGrA p 17.90-0.24-1.9 55.8
TactAllA p 10.20 NA NA NA
VirtusFunds Cl C:
MulSStC p 4.82 0.01 1.3 8.2
VirtusFunds Cl I:
EmMktI 10.630.05 -8.0 16.9
ForOppI 28.390.00 -5.8 29.9
IntSmCapI 17.23-0.24-9.5 30.4
MulSStI 4.76 0.01 1.2 9.9
QualitySmCapI17.930.04 -6.9 13.6
SmCapSusI 39.03-0.49-4.5 88.5
SmCpCorI 37.880.04 -7.7 61.2
Vivaldi Merger:
Arbitrage Fund10.45-0.05-0.6 10.5
Voya Fds:
GrOppI 46.580.63 -3.2 51.8
InmdBdI 10.830.17 5.2 20.0
TRPGrEqI 77.87-0.44-4.4 50.5WXYZ
Wasatch:
CoreGr n 66.56-0.90-7.4 42.1
IntlGr n 27.790.00-10.422.4
MicCap n 7.23-0.02-5.1 80.8
SmCapGr n 37.47-0.13-4.3 61.5
UltraGr n 28.110.16 -1.1 89.5
WCM Focus Funds:
WCMFocIntlGrwIns17.93-0.02-5.2 46.1
Weitz Funds:
PIIIOpp 15.10-0.41-5.7 20.6
ShtDurIncInst 12.470.04 1.5 8.5
ValueInv n 43.52-0.48-7.2 28.9
Wells Fargo Adv Admi:
Growth 38.20 NA NA NA
MdCpValAdm 37.54 NA NA NA
Wells Fargo Adv Cl A:
AstAllA p p 13.80 NA NA NA
CA TF A 12.28 NA NA NA
CmStkA p p 17.62 NA NA NA
DivCapBldr 10.040.11 -7.3 21.5
IdxAstAllA 35.76 NA NA NA
OmegaGwth 53.69 NA NA NA
OpptyA 41.18 NA NA NA
PremLgCoGrthA13.36 NA NA NA
SpSmCpValA p p30.24 NA NA NA
StrMunA 9.31 NA NA NA
Wells Fargo Adv Inst:
CoreBd 13.76 NA NA NA
Growth 42.46 NA NA NA
MdCpVal 37.81 NA NA NA
UlStInc 8.56 NA NA NA
UlStMuInc 9.62 NA NA NA
Western Asset:
CoreBondA 13.37 NA NA NA
CoreBondI 13.37 NA NA NA
CoreBondIS 13.39 NA NA NA
CorePlusBdA 12.28 NA NA NA
CorePlusBdI 12.29 NA NA NA
CorePlusBdIS 12.29 NA NA NA
IntermedBdI 11.42 NA NA NA
IntermTermMuniA 6.59 NA NA NA
IntermTermMuniI 6.59 NA NA NA
ManagedMuniA16.81 NA NA NA
ManagedMuniI16.83 NA NA NA
MortgBackSecA10.55 NA NA NA
ShortTermBdIS 3.95 NA NA NA
TotalRetUnconI10.32 NA NA NA
Westwood:
IncomeOppI 12.400.15 -2.7 15.5
Wilmington Funds:
BroadMktBdInst10.330.15 5.0 16.5
Intl Inst 8.05-0.09-9.9 14.9
LgCpStrInst 22.630.13 -7.6 31.8
Wm Blair Funds Cl I:
IntlGthI r 28.22-0.09-7.1 23.8
SmMidI r 25.710.11 -4.7 46.6
Wm Blair Funds Inst:
IntlGth 16.13-0.05-7.0 24.4
Wm Blair Funds R6:
EmgMktGth 13.270.01 -4.8 30.9
361 Global Long/Shor:
Equity Fund 10.840.29 -3.6 5.6Scoreboard: VolatilityAttack
(Asthecoronovirusspread,volatillityhitU.S.stockfunds,whichbarelyheldon,whilebiotechsurged
4.53%. India stockswerealsovolatile, falling5.19% afterthegovernmentseizedfailingYesBank.
OneWeek Year-to-Date
U.S.STOCKFUNDS 0.16% – 8.09%
TOPSECTOR/Health/BiotechnologyFunds 4.53 – 2.46
BOTTOMSECTOR/IndiaRegionFunds – 5.19 – 5.50
S&P500 1.52 – 6.40
U.S.BONDFUNDS 0.77 2.22
BloombergBarclaysAGGBond 1.58 4.68
THEWEEK'STOP25
Fund InvestmentObjective OneWeek Year-to-Date
ABRDynBlEq&VolInst/ABRVX Large-CapCore 11.98% 10.8%
FidelitySelHealthCare/FSHCX Health/Biotech 7.06 – 2.4
QuantifiedEvoPlusInv/QEVOX FlexiblePortfolio 6.50 7.1
FidelitySelBioTech/FBIOX Health/Biotech 6.34 – 0.5
FidelityAdvBiotechI/FBTIX Health/Biotech 5.70 – 0.6
361MgdFutrsStrI/AMFZX AltMgdFutures 5.55 – 4.8
PIMCOStk+LDurInst/PSLDX SpecialtyDvsfdEq 5.50 4.9
HartfdHealthcareA/HGHAX GLHealth/Biotech 5.46 – 1.5
InvescoGrChinaA/AACFX ChinaRegion 5.34 0.3
ManorInvestmentGrowth/MNRGX Multi-CapGrowth 5.34 – 2.9
HartfdHealthcareHLSIB/ GLHealth/Biotech 5.32 – 1.6
DelawareHealthcareInst/DLHIX Health/Biotech 5.25 – 3.3
FidelityAdvHlthI/FHCIX Health/Biotech 5.20 – 2.6
FidelitySelHealth/FSPHX Health/Biotech 5.19 – 2.2
ProbabilitiesI/PROTX AltGlobalMacro 5.18 – 1.2
PGIMJennHealthSciZ/PHSZX Health/Biotech 5.14 – 0.8
PIMCOExtendDurInst/PEDIX CorpDebtBBBRtd 5.14 23.1
AQRRiskParityIIHVI/QRHIX AltGlobalMacro 5.11 1.4
TRowePriceChEE/TCELX ChinaRegion 5.11 6.6
FidelitySelGold/FSAGX PreciousMetalsEq 5.10 2.3
AMGFQLong-ShortEqI/MEQFX AltLong/ShortEq 5.06 – 6.4
RydexPreciousMetlsInv/RYPMX PreciousMetalsEq 5.00 – 3.1
FidelitySelCnsmrStp/FDFAX ConsumerGoods 4.91 – 2.9
AberdeenChinaASEA/GOPAX ChinaRegion 4.87 0.7
AlgerHealthSciA/AHSAX Health/Biotech 4.85 – 0.7
THEWEEK'SBOTTOM10
Fund InvestmentObjective OneWeek Year-to-Date
GMOSpecOpptysFdVI/GSOFX AltGlobalMacro – 9.62% – 12.1%
RMBInvFinclLSI/RMBIX AltLong/ShortEq – 7.72 – 18.5
PrivateCapMgmtValueI/VFPIX Mid-CapCore – 6.98 – 18.7
FidelitySelAirTrans/FSAIX Specialty&Misc – 6.79 – 21.0
RMBInvFnlSvcI/RMBLX FinancialServices – 6.75 – 18.5
FidelityLatinAmerica/FLATX LatinAmerican – 6.64 – 22.0
TowleDeepValue/TDVFX Small-CapValue – 6.64 – 23.4
RBBSchneiderSmCapVal/SCMVX Small-CapValue – 6.49 – 29.5
Fuller&ThalerBMCEInst/FTMSX Small-CapValue – 6.48 – 20.2
MidwoodLong/ShtEqInst/MDWDX AltLong/ShortEq – 6.41 NA
THELARGEST25
Assets 3-Year* 1-Week YTD
Fund (billions) InvestmentObjective Return Return Return
FidelityContrafund/FCNTX $91.3 Large-CapGrowth 14.6% 1.83% – 2.1%
VanguardWellingtonAdm/VWENX 89.7 MixTgtAllGro 8.2 1.33 – 3.1
AmericanFundsGroA/AGTHX 89.4 Large-CapGrowth 12.3 1.68 – 2.8
AmericanFundsBalA/ABALX 74.9 MixTgtAllGro 8.0 1.82 – 2.0
AmericanFundsIncA/AMECX 71.4 MixTgtAllMod 5.7 1.32 – 4.4
AmericanFundsEuPcR6/RERGX 70.8 IntlLarge-CapGrowth 7.1 0.45 – 8.2
AmericanFundsCIBA/CAIBX 62.2 GlobalEquityIncome 4.9 1.40 – 4.1
AmericanFundsICAA/AIVSX 57.5 Large-CapCore 6.9 1.27 – 7.2
AmericanFundsWashA/AWSHX 56.6 Large-CapCore 8.8 1.64 – 7.4
VanguardPRIMECAPAdm/VPMAX 56.2 Large-CapCore 11.0 0.07 – 8.6
AmericanFundsFInvA/ANCFX 51.6 Large-CapCore 8.9 1.31 – 6.3
DoubleLineTotRtnI/DBLTX 50.1 USMortgage 5.0 1.08 3.8
AmericanFundsCWGIA/CWGIX 48.9 GlobalLarge-CapCore 7.1 1.25 – 7.0
MetWestTotalReturnI/MWTIX 48.3 CorePlusBond 5.6 1.56 4.6
VanguardWellesleyAdm/VWIAX 46.4 MixTgtAllocCon 7.3 1.55 0.7
FidelityStrAdvCreInc/FPCIX 46.3 GeneralBond 5.7 1.31 4.4
VanguardSh-TmInvAdm/VFSUX 44.9 ShortInvGrade 3.6 0.79 2.2
VanguardTgtRet2025Inv/VTTVX 44.8 Mixed-AssetTarget2025 7.2 1.05 – 2.7
AmericanFundsNPerA/ANWPX 43.0 GlobalLarge-CapGrowth 11.8 1.37 – 4.7
TRowePriceBCGro/TRBCX 42.6 Large-CapGrowth 17.2 1.83 – 2.3
VanguardTgtRet2030Inv/VTHRX 39.9 Mix-AsstTarg2030 7.3 1.06 – 3.6
VanguardDivGroInv/VDIGX 39.5 EquityIncome 11.6 1.75 – 5.1
VanguardTgtRet2035Inv/VTTHX 37.7 Mixed-AssetTarget2035 7.5 1.03 – 4.4
VanguardHealthCareAdm/VGHAX 35.7 GLHealth/Biotech 9.2 3.54 – 2.8
FidelitySrsInvGdBd/FSIGX 35.6 CoreBond 5.9 1.40 4.4
*Annualized03/02/2017to03/05/2020.ThroughThursday. Source:LipperMutual Funds Data provided by