Barron's - USA (2021-02-08)

February 8, 2021 BARRON’S M29

CoreFxdIncmI 11.28 NA NA NA
CorFxdIncN n 11.27 NA NA NA
EmgMktIncmI 10.680.06 0.8 15.2
FlexibleIncomeI9.69 NA NA NA
GlobalBondN 10.61-0.06-1.7 4.0
InfraIncomeI 10.66-0.01 0.6 16.0
LowDurBdI 10.010.01 0.4 8.8
LowDurBdN n 10.000.01 0.4 8.0
ShillerEnhCAPEI18.74 NA NA NA
ShillerEnhCAPEN n18.73 NA NA NA
TotRetBdI 10.70 NA NA NA
TotRetBdN n 10.69 NA NA NA
Driehaus Funds:
EmMktsGr n 53.39 NA NA NA
Dupree Mutual Fds:
KYTF n 8.02 0.00 0.4 14.7

E

Eaton Vance Class A:
AtlCpSMID p 33.711.83 2.2 44.5
DivBldrA 17.270.70 1.5 44.1
FloatRt 9.10 0.01 1.2 10.0
FltgRtAdvg p 10.540.02 1.5 11.0
Inc Bos 5.61 0.05 1.1 17.0
LgCpVal 21.731.03 3.5 30.9
NatlMuniInc 10.480.01 0.9 18.6
ShDurGovIncFd8.13 0.00 0.3 6.3
ShDurStratIncFd7.38 NA NA NA
TMG1.0 n 1752.0387.78 4.1 58.5
TMG1.1 78.583.93 4.1 57.0
TMG1.2 35.321.76 4.0 56.3
WW Hlth Science p13.140.17 0.9 53.4
Eaton Vance Class I:
AtlCpSMID 38.432.09 2.2 45.6
FloatRtHiInc 8.69 0.02 1.3 11.8
FltgRt 8.80 0.01 1.2 10.8
GblMacAbR 8.81 0.05 1.0 10.4
IncBos 5.61 0.05 1.1 17.7
LgCpVal 21.831.03 3.5 31.8
NatlMuniInc 10.480.01 0.9 19.5
Eaton Vance Funds:
ParTxMgdEmgMktIn51.721.75 3.6 2.3
Edgewood Growth Instituti:
EdgewoodGrInst54.553.47 5.4100.2

F

Fairholme:
Fairholme n 32.833.98 12.7 75.2
FAM Value:
FAMValue n 85.214.44 2.4 35.0
Federated Hermes A:
EqIncA p 23.811.18 2.8 18.9
FdShInToRetA 10.750.01 0.1 10.8
FedMunULA pn10.060.00 0.1 3.8
KaufmannA p 7.81 0.60 8.8 87.3
KaufmnLCA p 35.30 NA NA NA
KaufmnSCA p 69.59 NA NA NA
MunStkAdvA p14.330.33 2.0 20.3
StrValDivA p p 5.14 0.17 2.8 8.6

UltraShortA pn 9.23 0.00 0.2 6.8

Federated Hermes C:

StraValDivC p 5.16 0.18 2.9 6.3

Federated Hermes Int:

GloFinI 41.801.33 1.7 17.7

InsHiYld r 10.020.08 1.0 20.0

MDTSmCIS 25.33 NA NA NA

TtlRtnBdI 11.49-0.01-0.5 19.7

Federated Hermes IS:

IntEq IS p 31.621.32 4.6 35.0

KaufmnIS 8.05 0.62 8.9 90.2

KaufmnSCI 71.13 NA NA NA

CorpBondFdIS 9.93 0.00 -0.8 21.3

FdShinToRetI 10.740.01 0.1 11.6

GovUltra 9.96 0.00 0.0 5.5

KaufmnLCIS 36.57 NA NA NA

ShIntDurMuInst10.410.00 0.3 7.1

StraValDivIS 5.18 0.18 3.0 9.6

UltraShortI 9.23 0.00 0.2 8.0

ShtlncIS 8.72 0.00 0.1 10.3

FedMuniUl A 10.060.00 0.1 4.8

Federated Hermes R:

KaufmnR r 7.83 0.60 8.7 87.3

Federated Hermes R6:

FedInstHYBondL10.020.07 0.9 20.0

KaufmnSCL 70.58 NA NA NA

StrValL 5.18 0.18 3.0 9.5

TtlRtnBdL 11.48-0.01-0.5 19.7

Fidelity:

500IdxInstPrem n134.886.03 3.6 55.4

BalancedK6 13.570.52 3.4 NS

Contrafund K6 19.520.90 3.3 69.0

EmgMktIdxInstPre n13.800.65 8.3 26.1

ExtMktIdxInstPre n92.286.44 10.5 72.8

FidSAIEmerg 14.560.66 7.3 NS

FIDSerEmgMkt12.560.73 10.8 NS

FidSerToMarket13.530.67 4.8 NS

FIDSerTresIndxFd10.000.00 0.0 NS

FIDZroExtMktIx n12.730.81 10.5 NS

FIDZroLgCpIx n13.940.64 3.6 NS

Flex 500 Index 16.580.74 3.6 55.6

FlexIntIdx 13.480.49 3.9 20.5

FlexUSBdIdx 10.74-0.04-1.1 17.2

Freedom2060K14.750.66 4.8 42.3

GlexUSIdxInstPre n15.150.56 4.0 20.5

GrowthCompanyK620.891.39 8.6 NS

HighIncome C 8.73 0.06 0.4 NS

InflPrBdIndInsPr n11.05-0.03 0.1 19.9

IntlIdxInstPrem n46.451.39 1.8 17.0

IntlIndex n 11.830.45 4.0 NS

IntrTresBdIxPrem n11.57-0.06-1.2 19.2

LgCpGwId InstPre n24.791.19 4.3 92.6

LgCpVlIdxIstPrem n13.770.62 3.8 26.9

LTTrsBdIdxInstPr n15.00-0.38-5.8 30.5

MidCpInxInstPrem n28.451.51 5.3 49.3

MidCpValIndex n23.041.15 5.0 NS

NewMkt I 14.990.11 -0.4 NS

OTCK6Port 18.381.14 7.2 NS

RealEstIdxInst n15.080.55 3.9 20.2

SAIRealEstIndxFd10.770.39 3.9 20.6

SAIUSLgCpIndxFd20.340.91 3.6 55.3

SeriesBondFd 10.64-0.05-1.1 NS

SeriesOverseas12.550.50 1.2 NS

SerLTTreBdIdx 8.62-0.22-5.8 30.3

SmCpIdxInstPrem n28.262.02 13.1 56.5

STBdIdx InstPrem n10.330.00 0.0 11.5

STTreIdx InstPre n10.800.00 -0.1 10.6

TMktIdxInstPrem n112.935.57 4.8 58.6

TotalMarketIndex n14.110.68 4.6 NS

TtlIntIdxInstPr n14.110.52 4.0 20.5

USBdIdxInstPrem n12.28-0.06-1.2 17.1

USSusIdx n 16.980.83 4.3 58.7

Fidelity Adv Focus A:

HthCarA r 66.912.09 5.1 70.4

TechA t 93.245.11 4.3133.1

Fidelity Adv Focus C:

HthCarC p 51.541.61 5.1 66.6

Fidelity Adv Focus M:

Tech p 86.714.75 4.3131.3

Fidelity Advisor:

SrsAdvIntlCapApp30.561.34 3.7 47.9

StragInc n 12.850.10 0.7 NS

TotBdFdClZ 11.21-0.02-0.6 20.0

Fidelity Advisor A:

AdvMdCpIIA p 24.301.63 7.6 34.2

AdvStrDivInA p16.630.58 3.4 37.3

BalancA t 26.901.04 3.3 49.7

BioTech 36.912.81 8.8 68.2

DivIntlA 29.721.14 2.2 34.8

EqGrA p/r t 16.860.88 6.4 99.5

EqInA 29.531.01 2.5 20.9

FF2030A p 16.050.53 3.3 36.0

GrOppA 156.2011.5010.1194.1

LevCoStA p 53.584.08 8.5 54.2

NwInsghtA p 38.051.84 4.0 55.8

SmllCapA p 30.042.34 10.9 45.2

StkSelMC p 41.792.36 6.5 43.3

StrInA 12.670.09 0.7 16.1

TotalBdA p 11.23-0.02-0.6 18.6

Fidelity Advisor C:

BalancC 26.681.02 3.3 46.3

GrOppC p 129.809.54 10.0187.5

NwInsghtC t 31.281.51 4.0 52.3

StrInC t 12.640.10 0.6 13.6

Fidelity Advisor Fun:

IntlGrwZ 18.830.59 1.3 42.3

Fidelity Advisor I:

BalancI 27.511.06 3.3 50.7

BiotechI 39.633.02 8.8 69.6

ConsvIncmMuni I10.060.00 0.0 4.4

DivIntl 30.291.16 2.2 35.9

EqGrI 19.090.99 6.5101.1

FAInvGrdI 8.49-0.02-1.0 20.1

FAJpFdClI 20.630.90 3.0 38.6

FF2030 16.150.53 3.3 37.1

FF2040 17.600.80 4.7 43.5

FltRatel 9.37 0.03 1.5 11.0

GrOppI 170.8812.5910.1196.4

HiIncAdvI 11.500.26 2.8 24.9

HthCarI r 73.462.31 5.2 71.8

IntlGr 18.800.59 1.3 41.7

IntlSmCp 32.011.24 3.8 16.0

LmtdTrmBdFd 11.950.00 -0.1 12.4

MuniIncI r 10.940.00 0.7 14.6

MuniIncome 13.720.02 1.2 NS

NwInsghtI 39.231.90 4.1 56.9

REIncmInst 12.020.24 2.5 23.7

SmCapGrwI 37.863.15 10.9 95.4

StrInI 12.850.09 0.7 16.9

Total Bd 11.21-0.02-0.6 19.5

Fidelity Advisor M:

Balanced p 27.261.04 3.3 48.5

EqGr p 16.380.85 6.4 98.1

EqIn p 30.401.04 2.5 20.0

GrOppM p 154.2311.3510.1192.0

NwInsghtM p 36.221.75 4.1 54.7

SmllCapM p 27.072.11 10.9 44.2

StrInM p 12.670.10 0.7 16.2

Fidelity Advisor Z:

CorporateBond12.77-0.05-1.5 NS

EmMkt Z 39.922.14 9.9 52.2

FloatRateHighInc 9.37 0.03 1.4 NS

GovtIncome 10.82-0.05-1.1 NS

GrOpp 172.7012.7310.1197.5

IntCpAp 30.601.35 3.8 48.5

InvestGradeBd 8.50-0.02-0.9 NS

NewMktsIncFdZ14.990.11 -0.3 NS

RE Income 12.020.24 2.5 NS

StrgInc 12.860.10 0.7 NS

Fidelity Freedom:

FAFree2020I p 14.410.37 2.6 31.9

FAFree2025I 14.840.43 2.9 34.2

FAFree2035I 16.140.65 4.1 41.1

FAFree2045A 13.720.62 4.7 42.4

FF2005 n 13.210.15 1.1 21.9

FF2010 n 16.570.27 1.7 25.1

FF2015 n 13.780.29 2.1 28.1

FF2020 n 17.610.45 2.6 31.0

FF2020A p 14.280.37 2.5 30.9

FF2025 n 15.910.46 3.0 33.2

FF2025A p 14.690.42 2.9 33.2

FF2030 n 19.930.64 3.4 35.8

FF2035 n 17.280.70 4.3 39.6

FF2035A t 15.990.64 4.1 40.1

FF2040 n 12.320.55 4.9 41.8

FF2040A p 17.450.79 4.7 42.4

FF2045 n 14.100.63 4.8 41.8

FF2050 n 14.210.64 4.9 41.9

FrdmBlen2025 K611.840.34 2.9 NS

Free2045L 13.840.63 4.7 43.5

Free2050I 13.830.63 4.7 43.5

Free2055 n 16.320.74 4.8 41.9

Free2060InstPrem15.640.62 3.8 42.6

Free2060Investor15.630.62 3.8 42.4

Freedom2010 K16.560.27 1.7 25.2

Freedom2015 K13.760.29 2.2 28.4

Freedom2015 K613.720.29 2.2 28.7

Freedom2020 K17.590.45 2.6 31.3

Freedom2020K617.540.45 2.6 31.7

Freedom2025 K15.880.46 3.0 33.5

Freedom2025K615.850.46 3.0 33.9

Freedom2030 K19.910.64 3.4 36.1

Freedom2030K619.870.65 3.4 36.7

Freedom2035 K17.250.69 4.2 40.0

Freedom2035K617.220.69 4.2 40.6

Freedom2040 K12.320.56 4.9 42.4

Freedom2040K612.280.56 4.9 43.0

Freedom2045 K14.080.63 4.8 42.3

Freedom2045K614.040.63 4.9 42.9

Freedom2050 K14.190.64 4.8 42.3

Freedom2050K614.170.64 4.9 43.0

Freedom2055 K16.310.73 4.8 42.3

Freedom2055K616.290.74 4.9 43.0

Freedom2060 n14.760.66 4.8 41.8

Idx2015InsPre 15.240.26 1.3 28.5

Idx2020InsPre 16.660.36 1.8 31.5

Idx2025InsPre 18.640.45 2.1 33.7

Idx2030InsPre 19.540.54 2.5 36.4

Idx2035InsPre 21.460.74 3.2 40.1

Idx2040InsPre 21.620.85 3.8 42.6

Idx2045InsPre 22.440.89 3.8 42.6

Idx2050InsPre 22.470.88 3.7 42.6

Idx2055InsPre 18.480.73 3.8 42.6

Idx2055Investor18.460.73 3.8 42.4

Idx2025 Premier18.630.45 2.1 NS

Idx2030 Premier19.530.54 2.4 NS

Idx2035 Premier21.460.74 3.2 NS

Idx2040 Premier21.610.85 3.8 NS

Idx2045 Premier22.430.88 3.7 NS

Idx2050 Premier22.470.88 3.8 NS

Income n 12.320.11 0.9 20.1

Income K 12.300.11 0.9 20.2

Fidelity Invest:

AdvSrsGroOpport18.001.30 10.2201.8

AggrInt n 28.721.26 3.7 48.2

AilSectEq 12.020.63 4.7 64.6

AMgr20% n 14.570.15 0.7 19.8

AMgr50% n 21.330.57 2.4 32.3

AMgr70% n 26.921.00 3.4 38.1

AMgr85% n 24.471.10 4.1 43.2

AstMgr30R n 12.510.19 1.2 24.7

Balanc n 29.241.14 3.4 51.4

BalancedK 29.241.14 3.4 51.7

BluCh n 177.5012.51 8.8134.6

BluChpGr K6 26.351.87 8.9132.2

BluChpGrK 178.0512.55 8.8135.3

CALmtTrmTFB n10.900.01 0.3 9.3

CAMun n 13.530.02 0.8 16.1

Canad nr 54.952.36 2.5 20.5

CapAp n 44.402.21 6.4 75.3

CapDevO n 17.520.87 4.7 38.6

ChinaReg n 62.963.53 13.1 81.7

CnvSc n 43.472.53 8.7 98.9

Contra n 17.390.81 3.7 70.5

ContraK 17.430.82 3.7 71.0

CorpBd n 12.77-0.05-1.5 23.0

CpInc nr 10.990.24 2.8 27.2

DisEq n 53.292.82 2.6 61.3

DivGrowK 32.331.50 4.4 29.8

DivGth n 32.381.50 4.4 29.4

DivIntl n 48.681.87 2.1 34.7

DivIntl K6 14.040.54 2.2 35.6

DivIntlK r 48.581.87 2.1 35.2

DivStkO n 33.691.77 5.2 60.1

Emerg Asia nr 76.584.28 12.1115.5

EmrgAsiaI r 75.894.22 12.3116.2

EmrgMktK r 49.532.64 8.4 57.3

EmrgMktsDebt 9.46 0.06 -0.4 9.9

EmrMkt nr 49.512.64 8.4 56.7

Eq Inc n 64.552.81 3.5 32.0

EqDivIncm n 26.110.90 2.5 22.7

EqDivIncmK 26.100.90 2.5 23.0

EqIncK 64.502.81 3.5 32.4

Europ nr 43.181.25 1.9 24.2

Export n 20.520.92 3.7 14.3

Fidel n 64.712.97 3.8 64.6

FltRateHi nr 9.37 0.03 1.4 11.0

FocsdStk n 32.422.23 4.2 88.9

FournOne n 57.162.12 3.3 41.7

GNMA n 11.780.00 0.1 11.8

GovtInc n 10.80-0.05-1.1 14.7

GroCo n 35.682.35 8.5133.6

GroInc n 45.511.99 3.9 35.6

GrowCoK 35.772.35 8.5134.1

GrowIncK 45.461.99 3.9 36.0

GrStrt nr 61.653.27 3.2 69.8

GwthDiscovery n55.082.88 6.5100.3

HighInc nr 8.73 0.05 0.3 14.1

Indepndnc n 47.102.20 1.6 58.5

IntBd n 11.32-0.01-0.3 16.0

IntGov n 10.86-0.02-0.5 12.2

IntlCapiApp K6 16.510.73 3.8 50.3

IntlDisc n 55.262.65 4.1 33.9

IntlEnhIdx n 10.470.32 1.9 11.4

IntlGrRet n 18.850.59 1.3 41.7

IntlScOpps nr 24.710.49 0.3 31.6

IntlSmCap nr 31.801.23 3.8 16.0

IntMu n 10.920.00 0.6 14.8

InvGB n 8.48-0.03-1.0 20.3

InvGrBd 11.81-0.03-0.7 21.0

JpnSmCo nr 17.780.50 0.1 7.8

LargeCap n 36.751.82 4.8 38.3

LCapCrEIdx n 19.900.95 4.8 53.9

LCapGrEIdx n 29.441.51 5.6 81.8

LevCoSt n 44.343.33 8.0 56.6

LgCpVHIdx n 14.730.72 4.7 28.5

LmtTrmMuniIncm n10.900.00 0.4 9.8

LowP nr 51.311.91 5.5 30.8

LowPriStkK r 51.251.91 5.5 31.1

LowPriStkK6 13.730.51 5.7 31.9

LtdTmBdFd n 11.950.00 -0.1 12.5

MagellanK 13.250.62 1.6 59.9

Magin n 13.260.61 1.6 59.5

MAMun n 12.720.01 0.7 14.9

Manager40 n 13.470.29 1.8 28.8

Manager60 n 15.250.49 2.8 35.4

McpVl n 24.191.16 5.6 12.0

MegaCpStk n 16.900.91 4.9 46.4

MidCap n 39.162.14 5.4 38.9

MidCapEnIdx nr18.261.00 6.4 41.3

MidCapStkK r 39.182.14 5.4 39.3

MIMun n 12.830.00 0.7 16.6

MNMun n 12.210.01 0.4 15.2

MtgSec n 11.590.00 0.2 13.5

MuniInc n 13.730.02 1.2 18.1

NASDAQ nr 173.969.90 7.5104.0

NewInsights Z 39.321.90 4.1 57.5

NewMill n 38.251.90 4.6 30.1

NewMkt nr 14.990.11 -0.3 7.0

NJMun nr 12.700.00 1.3 19.4

NYMun n 13.780.03 1.1 15.9

OHMun n 12.570.01 0.5 15.1

OTC n 18.751.15 7.0108.9

OTC K 19.101.17 7.1109.6

OverseasK r 60.122.49 1.4 29.6

Ovrse n 60.252.49 1.4 29.2

PAMun nr 11.650.01 0.7 16.0

PcBas nr 47.132.12 7.5 56.6

PuritanK 26.930.99 3.6 45.7

Puritn n 26.950.99 3.6 45.3

RealE n 40.571.42 2.9 25.5

RealEstInc nr 12.070.24 2.5 23.7

REInc n 10.730.15 2.2 23.1

SAIIntlMinVolInd 10.850.17 0.4 9.8

SAILTTreBdIdx11.43-0.30-6.0 31.6

SAISm-MidCap500I15.110.89 6.7 53.5

SAIUSMinVolIndFd16.520.53 0.1 45.4

SAIUSQtyIdx 16.510.66 2.5 62.3

SCEnhIdx n 17.401.36 13.0 47.7

SmallCap nr 22.491.50 9.1 45.9

SmCapDisc n 26.011.58 8.1 29.9

SmlCapO n 17.661.52 10.2 57.9

SmlCpGrth nr 37.753.14 10.9 95.5

SmlCpGrth K6 21.941.80 10.9 97.0

SmlCpVal nr 18.851.34 11.2 31.1

Srs1000ValIndRet13.720.63 3.9 27.1

SrsBlChGroRetail n18.241.27 8.8143.7

SrsCommStrt 4.85 0.14 5.7 -3.0

SrsEmrgMkt 27.331.60 9.5 44.1

SrsGlobal 14.910.55 4.0 20.6

SrsGroCoRetail24.731.63 8.6140.7

SrsIntlGrw 18.050.58 1.5 46.7

SrsIntlSmCp 20.680.47 0.7 33.2

SrsIntlVal 10.300.42 2.1 7.1

SrsSmCapDiscRet13.440.79 8.2 38.1

STBF n 8.78 0.00 0.1 9.7

StkSelSmCp n34.012.87 11.2 64.8

StkSlcACap n 59.673.17 5.0 58.7

StratDivInc n 16.750.58 3.4 38.5

StrDivIncI 16.700.58 3.4 38.4

TaxFrB nr 12.270.02 1.2 18.5

TotalBond n 11.22-0.03-0.7 19.6

TotalBond K6 10.45-0.02-0.6 20.1

Trend n 153.484.66 1.2 92.8

Utility n 28.030.83 2.0 36.5

Value n 12.930.83 7.9 32.8

ValueDisc n 33.261.19 3.4 28.2

ValueK 12.940.83 7.9 33.2

Wrldw n 35.782.26 4.5 66.9

Fidelity SAI:

FidSAIEmgMktIndx18.010.86 8.4 25.8

FidSAIIntlIndxFd13.310.40 1.8 17.0

IntlValIdx 9.18 0.33 3.6 -1.5

LowDurationInc10.010.00 0.0 NS

Muni Inc 10.940.01 1.1 NS

SAIEmgMktLoVolIx10.880.34 2.8 NS

ShortTermBd 10.030.01 0.1 NS

TotalBd 10.67-0.02-0.6 NS

TxFreeBd 10.990.02 1.1 NS

U.S.TreBdIdx 10.23-0.07-1.5 16.0

USMomentumIdx17.880.97 7.2 68.1

USValueIndex 10.700.47 6.3 18.3

Fidelity Selects:

Biotech nr 27.251.91 8.2 75.5

Chem nr 14.790.72 2.8 6.0

Comp nr 117.677.41 7.3109.6

ConDis nr 70.604.52 6.6 76.1

ConStap nr 93.852.60 -1.3 27.1

DfAero nr 16.431.08 0.0 11.4

Energy nr 25.961.74 11.5-34.8

FinSvc nr 10.790.73 6.1 20.6

Gold nr 28.070.02 -4.9 48.1

Health nr 33.411.06 5.3 80.4

HlthCareSrvPt r nr123.080.12 0.0 55.3

Ind n 37.562.07 -0.6 22.7

ITSvs n 95.087.48 1.5 93.3

Leisr nr 18.361.41 2.7 46.9

MdTchDevis n 78.191.96 7.4104.4

Multimedia nr 89.276.48 7.6 83.3

Pharm n 24.330.33 2.7 59.4

Retail nr 24.161.42 6.2 94.1

Semiconductors r nr17.220.66 6.2126.4

Softwr nr 28.281.73 4.3114.7

Tech nr 28.881.87 7.5138.4

UtilGr nr 94.093.11 2.6 43.0

Fidelity Series:

Canada 11.860.53 2.7 22.0

FASeriesEqGroFd17.200.90 6.6105.2

HthCarZ 73.492.31 5.2 NS

IntMuni Z 10.940.00 0.7 NS

STCrFd 10.230.00 0.1 11.3

Fiera Capital:

EmgMkt Inst 63.622.95 5.3 21.7

First Eagle Funds:

GlbA 61.991.77 1.2 20.9

Gold p 24.25-0.05-3.8 49.3

OverseasA 25.720.39 0.6 13.8

US Val A t 19.170.79 1.8 21.9

US Val I r 19.540.80 1.8 22.9

FMI Funds:

IntlInvst n 33.311.37 2.9 11.7

LgCapInvst n 19.600.71 0.5 32.0

FPA Funds:

FPACres n 37.681.78 4.8 31.0

NwInc n 10.030.00 0.3 9.1

Franklin A1:

AZ TF A1 p 11.130.01 0.5 14.7

CA TF A1 p 7.86 0.02 0.8 18.5

CAHY A1 p 11.470.02 1.4 19.4

CAInt A1 p 12.240.01 0.5 11.8

Fed TF A1 p 12.390.01 0.9 16.0

FedInt A1 p 12.420.01 0.5 11.9

HiInc A1 1.89 0.01 0.9 19.3

HY TF A1 p 10.490.02 1.7 19.5

IncomeA1 p 2.33 0.05 2.2 18.0

MIInsTF A1 p 12.040.00 0.6 16.1

MNInsTF A1 p 12.870.01 0.3 14.8

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.

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.

Mutual Funds Data provided by

CONFERENCECALLCALENDAR

Earnings-Related

Company Date Time Earnings-RelatedPeriod

AkamaiTechnologies February9 4:30PM Q4

BioRadLaboratories February11 6:00PM Q4

Borgwarner February11 9:30AM Q4

CDW February10 8:30AM Q4

Centene February9 8:30AM Q4

Cerner February10 4:30PM Q4

CincinnatiFinancial February11 11:00AM Q4

CiscoSystems February9 4:30PM Q2

CME February10 8:30AM Q4

Coca-Cola February10 8:30AM Q4

DigitalRealtyTrust February11 5:30PM Q4

DominionEnergy February12 10:00AM Q4

DukeEnergy February11 10:00AM Q4

DuPontdeNemours February9 8:00AM Q4

EnphaseEnergy February9 4:30PM Q4

Equinix February10 5:30PM Q4

EverestRe February9 8:00AM Q4

Expedia February11 4:30PM Q4

FederalRealtyInvestmentTrust February12 11:00AM Q4

FidelityNationalInformationServices February9 8:30AM Q4

Fiserv February9 5:00PM Q4

FMC February10 9:00AM Q4

Fox February9 8:30AM Q2

Gartner February9 8:00AM Q4

GeneralMotors February10 10:00AM Q4

GlobalPayments February8 8:00AM Q4

HanesBrands February9 8:30AM Q4

Hasbro February8 8:30AM Q4

HealthpeakProperties February10 12:00PM Q4

HuntingtonIngallsIndustries February11 9:00AM Q4

Illumina February11 5:00PM Q4

Incyte February9 8:00AM Q4

InternationalFlavors&Fragrances February11 10:00AM Q4

Interpublic ofCompanies February10 8:30AM Q4

IqviaHoldings February10 9:00AM Q4

JackHenry&Associates February9 8:45AM Q2

JacobsEngineering February9 10:00AM Q1

KimcoRealty February11 8:30AM Q4

KraftHeinz February11 9:00AM Q4

LaboratoryCorporationofAmerica February11 9:00AM Q4

Leggett&Platt February9 8:30AM Q4

Loews February8 10:00AM Q4

LumenTechnologies February10 5:00PM Q4

MartinMariettaMaterials February9 11:00AM Q4

Masco February9 8:00AM Q4

MGMResortsInternational February10 5:00PM Q4

MohawkIndustries February12 11:00AM Q4

MolsonCoorsBeverage February11 11:00AM Q4

Moody's February12 11:30AM Q4

NewellBrands February12 8:30AM Q4

PaycomSoftware February10 5:00PM Q4

RegencyCenters February12 12:00PM Q4

S&PGlobal February9 8:30AM Q4

SealedAir February9 10:00AM Q4

SimonProperty February8 5:00PM Q4

Take-TwoInteractiveSoftware February8 4:30PM Q3

TransDigm February9 11:00AM Q1

Trimble February10 5:00PM Q4

Twitter February9 6:00PM Q4

TysonFoods February11 8:00AM Q1

UDR February10 1:00PM Q4

UnderArmour February10 8:30AM Q4

Verisign February11 4:30PM Q4

Welltower February10 9:00AM Q4

WesternUnion February10 4:30PM Q4

WillisTowersWatson February9 9:00AM Q4

Source:CCBN,www.ccbn.com