Barron\'s - 02.09.2019

September 2, 2019 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.

HgYldInst 9.71 0.04 12.0 19.0
InflLkdBdInst 11.640.01 6.5 6.8
IntlEqIdxInst 18.560.31 9.6 18.9
IntlEqIdxRet 18.970.32 9.5 18.1
IntlEqInst 10.300.25 8.8 8.7
LC2015Ret 12.300.14 11.4 20.7
LC2020Ret 12.970.16 11.9 22.4
LC2025Ret 13.360.20 12.6 24.3
LC2030Ret 13.640.23 13.3 26.2
LC2035Ret 14.080.26 13.9 28.0
LC2040Inst 10.390.22 14.6 30.5
LC2040Ret 14.370.30 14.4 29.5
LC2045Ret 12.370.28 14.7 30.0
LCIdx2020Inst 17.370.23 11.8 22.6
LCIdx2025Inst 18.270.27 12.5 24.8
LCIdx2035Inst 20.020.37 13.7 29.0
LCIdx2045Inst 20.630.45 14.4 31.7
LCIdx2040Inst 20.580.42 14.1 31.0
LifeStkIdx 25.870.68 17.9 40.7
LrgCpGrIdxInst33.680.90 23.2 59.6
LrgCpGrIdxRet 33.890.90 23.0 58.4
LrgCpGrInst 21.310.51 21.9 61.6
LrgCpVl IdxInst19.570.52 13.7 25.7
LrgCpVl IdxRet19.890.53 13.5 24.8
LrgCpVl Inst 16.760.45 14.9 18.2
LrgCpVlRet 16.690.45 14.8 17.3
MdCpGrInst 22.680.40 27.5 45.4
MdCpVl Inst 19.470.55 13.5 14.6
MdCpVlRet 19.330.54 13.3 13.7
RealSecInst 18.440.31 28.6 32.1
S&P500IdxInst32.560.90 18.3 42.6
S&P500IdxRet 32.320.89 18.1 41.5
ShTrmBdInst 10.40-0.01 3.7 7.2
SmCpBl IdxInst19.530.47 11.9 25.5
SmCpBl IdxRet19.590.46 11.7 24.4
QuantSmCpEqInst15.980.37 13.3 28.2
SocChEqInst 19.560.52 18.1 40.1
SocChEqRet 19.860.53 17.9 39.0
Tocqueville Funds:
Gold p/r tn 42.210.54 37.2 1.2
Tortoise Capital:

TorMLPPipInsCl12.240.42 13.2 2.4
TorMLPPip A 12.140.41 13.0 1.3
Touchstone Family Fd:
FocEqY 43.141.23 12.9 23.9
LagCapFoc A p43.571.15 18.1 45.8
MdCpGrwY 32.280.61 28.2 54.5
MdCpY 37.471.08 23.6 46.5
SandsCapGrI 23.540.44 24.2 66.7
SandsCapGrY 14.610.27 23.9 65.0
SelGrwth 13.580.25 23.8 63.8
SmCoA p 4.60 0.09 9.5 25.7
Transamerica A:
AsAlCnsrv p 10.670.09 8.9 13.8
AsAIGrow p 12.480.27 10.7 19.6
AsAlMod p 11.240.13 9.4 15.3
AsAlModGr p 11.700.18 10.1 17.4
Balanced 28.060.48 13.7 25.8
FocusA 29.020.24 21.8 77.0
Trust for Professional Ma:

PMCDiversfdEqty n23.770.53 9.9 21.3
PrfTrtStrtBd Ins n23.22-0.01 7.9 16.7
SmeadValueInstl48.071.42 16.0 43.5
Tweedy Browne Fds:
GblValue n 26.990.56 8.5 19.6
GblVlCurUnhgd nr14.810.25 5.0 16.4

U

Ultimus:
LyricalUSVlEqI n14.510.44 6.1 10.6
UM Funds:
BehavVal 57.62 NA NA NA
BehavValA t 56.08 NA NA NA
USAA Group:
500Indx Reward n41.26 NA NA NA
CA Bd n 11.45 NA NA NA
CapGr n 10.92 NA NA NA
CrnrsMod n 14.50 NA NA NA
CrnstModAggr n24.80 NA NA NA
ExtMktIn n 18.70 NA NA NA
Gr&Inc n 23.30 NA NA NA
Gr&TxStr n 21.04 NA NA NA
Grwth n 30.92 NA NA NA
HiIncm n 7.86 NA NA NA
Inco n 13.57 NA NA NA
IncStk n 19.47 NA NA NA
Intl n 28.79 NA NA NA
IntmTerm n 13.78 NA NA NA
ntTerBd n 10.98 NA NA NA
LgTerm n 13.71 NA NA NA
Nasdaq100 n 21.62 NA NA NA
PrecMM n 16.41 NA NA NA
S&PIdx n 41.24 NA NA NA
SciTech n 27.29 NA NA NA
ShtT n 10.54 NA NA NA
ShtTBdA n 9.25 NA NA NA
SmCpStk n 16.00 NA NA NA
TarRet2020 n 12.37 NA NA NA
TarRet2030 n 13.14 NA NA NA
TarRet2040 n 13.23 NA NA NA
TarRet2050 n 13.34 NA NA NA
VA Bd n 11.59 NA NA NA
ValueFd n 18.71 NA NA NA
WldGr n 32.32 NA NA NA

V

VALIC:
CoreBd 11.530.02 9.9 9.7
CoreVal 11.290.23 10.2 25.5
FrgnVal 9.00 0.20 3.5 3.1

GlobEq 7.71 0.17 4.3 16.0

HighYdBd 7.66 0.04 11.2 17.5

HlthSci 20.130.28 12.5 39.2

InflPro 11.420.02 8.3 8.8

IntlEq 6.84 0.11 9.3 17.4

IntlSmCpEq 18.440.30 12.2 23.0

LgCpGro 17.090.50 26.8 59.8

MidCpIdx 24.520.59 14.1 24.6

MidCpVal 17.190.46 16.9 19.9

SciTech 28.100.65 28.5 77.9

SmCpIdx 19.180.45 11.6 24.1

SocResp 22.030.65 19.6 40.6

StckIdx 41.911.16 18.1 41.4

StraBd 11.350.03 10.1 12.2

ValUltra 17.500.47 21.0 53.8

Value Line Funds:

AstAlcClInv n 38.180.60 22.3 41.8

Van Eck Funds:

EmgMktsY 16.860.47 17.7 26.2

VANGUARD ADMIRAL:

400MCpIdxInst253.606.12 14.3 25.5

500Adml n 270.937.46 18.3 42.7

BalAdml n 37.390.62 14.6 28.2

CAITAdml n 12.200.01 6.9 9.1

CALTAdml n 12.680.02 8.8 11.2

CapOpAdml nr 146.933.45 11.3 45.7

CoStIxAd nr 76.291.26 19.4 19.7

DivAppIdxAdm n32.150.93 22.1 47.4

EMAdmr n 33.580.77 6.6 15.8

EnergyAd nr 37.841.11 -0.3-14.4

EnergyAdml nr83.642.57 3.0 -5.8

EqIncAdml n 74.371.87 13.5 32.1

EuropeAdml n 65.721.02 10.4 18.8

ExplrAdml n 93.041.82 19.6 48.2

ExtndAdml n 87.631.81 16.4 32.3

FinIxdAd nr 33.730.97 14.6 40.5

GlobxUSREInx n35.060.13 11.2 17.6

GNMAAdml n 10.590.03 5.4 7.0

GroIncAdml n 79.272.05 17.1 40.3

GrwthAdml n 85.622.36 24.6 53.9

HltClxAd nr 84.911.66 7.1 33.2

HlthCareAdml nr81.371.27 5.9 20.8

HYCorAdml nr 5.89 0.03 12.5 18.6

InfProAd n 26.510.07 8.8 8.3

InfTechIdx n 109.403.01 28.8 87.6

IntlGrAdml n 90.052.07 13.7 36.4

ITBondAdml n 12.010.01 11.0 10.4

ITCorpIx n 24.71-0.0313.4 13.6

ITTresIdx 22.68-0.02 7.5 7.1

ITIGradeAdml n10.140.01 10.4 11.2

ITsryAdml n 11.560.01 7.7 7.2

LarCapAd n 67.911.83 18.4 42.9

LTGradeAdml n11.490.06 23.3 20.4

LTsryAdml n 14.250.12 22.7 13.9

MidCpAdml n 204.054.76 20.1 32.9

MrgBkdIdx n 21.260.00 5.3 6.8

MuHYAdml n 11.900.02 9.2 13.6

MuIntAdml n 14.610.01 7.0 9.3

MuLTAdml n 12.100.03 8.8 11.8

MuLtdAdml n 11.12-0.01 3.7 5.7

MuShtAdml n 15.86-0.01 2.0 4.3

NJLTAdml n 12.650.02 9.1 14.1

NYLTAdml n 12.190.03 8.9 10.9

PacifAdml n 78.601.54 5.4 16.8

PALTAdml n 12.040.02 9.0 12.8

PrmcpAdml nr 136.133.86 12.6 48.8

RealEstatAdml n130.772.31 25.8 18.3

S&PSC600Idx 277.686.82 9.8 26.8

SmCapAdml n 72.991.68 16.2 30.0

SmGthAdml n 65.101.44 23.3 43.9

STBondAdml n10.620.00 4.6 6.2

STCorpIx 22.06-0.03 6.0 8.6

STFedAdml n 10.780.00 3.9 5.6

STTresIdx n 20.35-0.04 3.1 4.7

STIPSIxAdm n 24.850.00 3.9 5.7

STIGradeAdml n10.770.00 5.2 7.7

STsryAdml n 10.640.00 3.5 5.0

TotBdAdml n 11.210.02 9.3 9.5

TotIntBdIdxAdm n23.630.09 9.8 13.1

TotIntlAdmIdx nr27.130.51 8.5 17.6

TotStAdml n 72.601.92 18.0 41.0

TxMBal nr 32.940.44 12.3 24.7

TxMCapAdml n151.304.03 18.9 43.8

TxMIn nr 12.870.22 9.3 18.0

TxMSC nr 61.271.53 10.5 27.1

USGroAdml n 106.302.49 22.3 58.2

UtilIxAd nr 69.781.33 19.7 43.0

ValAdml n 42.361.11 12.4 33.0

WdsrllAdml n 62.531.78 14.6 28.3

WellsIAdml n 65.910.66 13.0 20.3

WelltnAdml n 72.491.42 14.6 30.9

WndsrAdml n 68.901.81 13.5 26.2

LTTresIdx n 30.270.20 22.7 14.2

VANGUARD FDS:

CAIT n 12.200.01 6.9 8.8

CALT n 12.680.02 8.7 10.9

CapOp nr 63.611.49 11.2 45.4

CapValue n 12.880.29 15.3 20.1

DivdGro n 30.330.91 25.0 49.0

DivrEq n 36.690.90 18.4 41.3

EmgMktSelStk n20.620.50 6.1 21.6

Energy nr 44.571.37 3.0 -6.1

EqInc n 35.480.89 13.4 31.8

Explr n 99.951.95 19.5 47.7

EXPValFd n 33.490.92 14.3 22.2

FTAlWldInAdml n30.370.60 8.7 18.3

GlbCapCyl Inv nr 7.93 0.18 12.2-24.8

GlbEq n 30.390.72 15.8 36.3

GlobMinVolFdInv n14.490.26 16.9 33.5

GloMinVolFdAdm n29.010.53 17.0 33.8

GNMA n 10.590.03 5.3 6.6

GroInc n 48.561.25 17.0 39.8

HlthCare nr 192.922.99 5.8 20.6

HYCor nr 5.89 0.03 12.5 18.2

InflaPro n 13.500.03 8.7 7.9

IntlExplr n 16.020.22 6.3 11.9

IntlGr n 28.300.65 13.6 35.9

IntlVal n 34.240.52 6.7 17.1

INSTTRF2015 22.840.23 10.7 19.5

INSTTRF2020 23.490.31 11.7 22.2

INSTTRF2025 23.810.37 12.5 24.3

INSTTRF2030 23.970.41 12.9 25.9

INSTTRF2035 24.110.44 13.2 27.4

INSTTRF2040 24.260.48 13.5 29.0

INSTTRF2045 24.340.52 13.7 29.3

INSTTRF2050 24.370.51 13.7 29.2

INSTTRF2055 24.440.52 13.7 29.3

INSTTRF2060 24.450.52 13.7 29.3

INSTTRFINC 22.330.19 9.9 16.0

ITIGrade n 10.140.01 10.3 10.8

ITTsry n 11.560.01 7.6 6.9

LifeCon n 20.580.23 11.4 18.9

LifeGro n 33.680.65 13.2 27.1

LifeInc n 16.240.11 10.4 14.6

LifeMod n 27.570.42 12.3 23.0

LTIGrade n 11.490.06 23.2 20.1

LTTsry n 14.250.12 22.6 13.5

MATxEx n 11.290.02 8.9 10.5

MgdPayFdInv n16.650.21 9.0 17.3

MidCpGro pn 28.180.58 26.0 49.6

MktNeuInv nr 10.66-0.04-8.2 -6.2

MuHY n 11.900.02 9.1 13.3

MuInt n 14.610.01 6.9 9.0

MuLong n 12.100.03 8.7 11.5

MuLtd n 11.12-0.01 3.7 5.4

MuSht n 15.86-0.01 1.9 4.0

NYLT n 12.190.03 8.8 10.6

OHLTte n 13.040.02 8.2 11.2

Primcp nr 131.313.73 12.5 48.5

PrmcpCor n 26.450.76 13.0 42.2

SelValu nr 26.350.73 17.2 23.0

STAR n 26.740.43 13.5 27.0

STFed n 10.780.00 3.9 5.3

STIGrade n 10.770.00 5.1 7.4

STIPSixInv n 24.81-0.01 3.8 5.4

StratgcEq n 31.380.74 15.5 27.1

StrSmCpEqInv n30.700.72 9.1 18.4

STTsry n 10.640.00 3.4 4.7

TgtRe2015 n 15.340.16 10.7 19.4

TgtRe2020 n 31.970.43 11.7 22.0

TgtRe2025 n 19.130.30 12.5 24.2

TgtRe2030 n 34.770.59 12.8 25.7

TgtRe2035 n 21.290.39 13.1 27.3

TgtRe2040 n 36.660.73 13.5 28.8

TgtRe2045 n 22.960.48 13.6 29.1

TgtRe2050 n 36.950.78 13.6 29.1

TgtRet2055 n 40.110.85 13.6 29.1

TgtRe2060 n 35.420.74 13.6 29.0

TgtRetInc n 13.880.12 9.9 15.8

TotIntBdIxInv n11.820.05 9.7 13.0

USGro n 41.020.96 22.2 57.6

USValue n 17.440.40 9.4 21.9

WellsI n 27.210.28 13.0 20.0

Welltn n 41.980.83 14.6 30.6

Wndsr n 20.430.54 13.4 25.8

WndsrII n 35.241.00 14.5 28.0

VANGUARD INDEX FDS:

500 n 270.907.46 18.2 42.3

ExtndIstPl 216.264.47 16.4 32.4

FTAIWdInPl 101.952.00 8.7 18.4

Growth n 85.632.37 24.5 53.4

ITTresIdx Inst 28.15-0.02 7.5 7.2

LTTresIdx Inst 38.430.26 22.7 14.2

MdCpGrAdml n64.021.39 24.8 42.7

MdCpVlAdml n56.301.41 15.3 23.6

MidCp n 44.981.05 20.0 32.4

RUSS2000IdxInst229.035.49 11.9 25.3

SmCap n 72.961.68 16.1 29.5

SmValAdml n 53.451.27 10.2 18.9

TotBd n 11.210.02 9.2 9.2

TotBd2 n 11.170.02 9.2 9.2

TotIntl n 16.220.30 8.5 17.3

TotSt n 72.561.91 17.9 40.6

VANGUARD INSTL FDS:

BalInst 37.400.63 14.6 28.2

DevMktsIndInst12.890.23 9.4 18.1

DevMktsInxInst20.150.36 9.3 18.1

EmgMktInstPl 84.941.95 6.7 16.0

EmMkInst r 25.530.58 6.7 15.9

EuroInst 28.030.44 10.5 18.9

ExtDurTreIntPl111.061.48 31.9 17.5

ExDurTrsInst 44.240.59 31.9 17.4

ExtndInst 87.631.81 16.4 32.4

FTAlWldIst r 96.271.88 8.7 18.3

FTScinst 19.630.55 19.0 47.7

GrwthInst 85.632.37 24.6 54.0

InPrSeIn 10.800.03 8.8 8.4

InstIdx 265.857.33 18.3 42.7

InstPlus 265.877.33 18.3 42.8

InstTStIdx 63.081.66 18.0 41.1

InstTStPlus 63.081.66 18.0 41.2

ITBdInst 12.010.01 11.1 10.5

ITBdInstPI 12.010.01 11.1 10.5

LaCapInst 279.527.53 18.4 43.0

LTBdInst 15.900.10 23.2 18.4

LTBdInstPl 15.900.10 23.2 18.4

LTCorplxinst 34.180.04 23.8 21.4

MidCpInst 45.081.05 20.1 32.9

MidCpIstPl 222.325.19 20.1 32.9

PacInst 12.030.24 5.5 17.0

RealEstaInstl 20.240.36 25.8 18.3

Rs1000GrwIdxInst316.398.40 23.2 59.6

Rs1000Vl IdxInst213.255.66 13.7 25.8

Russ1000IdxInst260.266.91 18.4 42.0

Russ2000GrIxInst269.766.18 16.4 35.0

Russ3000Idx 257.886.80 18.0 40.8

SmCapInst 72.991.68 16.2 30.0

SmCapIstPl 210.694.86 16.2 30.1

SmGthInst 52.141.15 23.3 44.0

SmValInst 29.880.72 10.2 19.0

STBdIdxInstPl 10.620.00 4.6 6.3

STBDInst 10.620.00 4.6 6.3

STCorpIxInst p 27.00-0.04 6.0 8.6

STTresIdx 25.57-0.04 3.2 4.8

STIGradeInst 10.770.00 5.2 7.8

STIPSIxins 24.870.00 3.9 5.8

TotBdInst 11.210.02 9.3 9.5

TotBdInst2 11.170.02 9.3 9.4

TotBdInstPl 11.210.02 9.3 9.6

TotIntBdIdxInst35.460.14 9.8 13.3

TotIntlInstIdx r 108.522.05 8.5 17.7

TotItlInstPlId r 108.542.05 8.6 17.7

TotStInst 72.611.91 18.0 41.1

TtlWrldIxInst p 150.343.48 13.8 29.8

TxMCaInst r 75.192.01 18.9 43.9

TxMSCInst r 61.411.53 10.5 27.2

ValueInst 42.361.11 12.5 33.1

Victory Funds:

EstValA 38.33 NA NA NA

EstValI 38.37 NA NA NA

EstValR p 37.80 NA NA NA

LgCpAlphaA 50.451.28 19.5 37.1

SmCap Grwth p77.92 NA NA NA

SmCoOppI 42.88 NA NA NA

VirtusFunds:

CeredexLgCpVlEqI13.290.36 17.2 29.8

CeredexMdCpVlEqI12.190.35 18.9 31.8

CeredexSmCpVal I 9.68 0.26 10.0 12.7

GvSecUltShtBdI10.000.00 1.7 5.0

VirtusFunds Cl A:

EmMktA 10.650.32 10.6 13.4

MulSStA p 4.73 0.01 5.4 8.4

SmCapSusA 38.670.57 33.3110.6

StratGrA p 17.180.31 28.0 53.9

TactAllA p 9.66 0.10 19.0 29.1

VirtusFunds Cl C:

MulSStC p 4.79 0.00 5.1 7.5

VirtusFunds Cl I:

EmMktI 11.030.33 10.7 14.4

ForOppI 30.260.67 19.2 27.5

IntSmCapI 16.790.05 10.3 38.1

MulSStI 4.74 0.01 5.5 9.4

SmCapSusI 39.520.57 33.6112.2

SmCpCorI 40.001.03 31.4 84.4

Vivaldi Merger:

Arbitrage Fund10.940.02 2.8 10.6

Voya Fds:

GrOppI 46.281.02 22.3 56.9

InmdBdI 10.520.02 10.3 12.6

TRPGrEqI 83.431.94 20.1 61.2

WXYZ

Wasatch:

CoreGr n 72.641.34 21.6 52.9

IntlGr n 27.760.50 13.0 15.1

SmCapGr n 41.540.57 29.4 64.6

UltraGr n 25.640.60 22.0 77.2

WCM Focus Funds:

WCMFocIntlGrwIns17.460.36 24.5 41.9

Weitz Funds:

PIIIOpp n 16.670.33 32.6 35.1

ShtDurIncInst n12.360.01 3.6 6.3

ValueInv n 44.451.48 24.6 38.5

Wells Fargo Adv Admi:

Growth 40.950.76 28.9 66.4

MdCpValAdm 39.361.09 22.1 26.5

Wells Fargo Adv Cl A:

AstAllA p p 13.58 NA NA NA

CmStkA p p 20.690.50 17.7 30.8

DivCapBldr 10.520.26 17.9 32.6

IdxAstAllA 35.020.59 14.3 26.5

OmegaGwth 54.001.09 27.4 70.3

OpptyA 42.881.12 21.2 39.7

PremLgCoGrthA14.010.30 26.3 64.1

SpSmCpValA p p31.650.67 13.1 19.8

StrMunA 9.23 0.00 4.4 7.9

Wells Fargo Adv Inst:

CoreBd 13.380.01 8.9 9.2

Growth 45.020.85 29.1 67.4

MdCpVal 39.691.10 22.3 27.4

UlStInc 8.54 0.00 2.9 6.4

UlStMuInc 9.61-0.01 1.5 3.7

Western Asset:

CoreBondI 13.17 NA NA NA

CoreBondIS 13.18 NA NA NA

CorePlusBdA 12.11 NA NA NA

CorePlusBdI 12.12 NA NA NA

CorePlusBdIS 12.11 NA NA NA

IntermedBdI 11.23 NA NA NA

IntermTermMuniA 6.53 0.01 6.4 7.6

IntermTermMuniI 6.53 0.01 6.5 8.0

ManagedMuniA16.610.03 7.5 9.2

ManagedMuniI16.640.03 7.6 9.6

ShortTermBdIS 3.91 0.00 4.1 8.5

TotalRetUnconI10.27 NA NA NA

Westwood:

IncomeOppI 15.780.21 13.3 20.1

Wilmington Funds:

BroadMktBdInst10.000.02 8.7 8.3

Intl Inst 8.00 0.08 7.7 17.3

LgCpStrInst 23.190.62 18.2 42.2

Wm Blair Funds Cl I:

IntlGthI r 27.550.45 16.9 21.5

SmMidI r 28.310.67 28.0 64.8

Wm Blair Funds Inst:

IntlGth 15.680.26 17.0 22.0

Wm Blair Funds R6:

EmgMktGth 13.020.36 14.7 23.2

Scoreboard: SilverLining

(U.S.stockfundsslippedontradeturbulenceandLatinAmericafellongrowthchallengesinBraziland

Argentina.Preciousmetalsroseagain,fueledbygold andparticularlysilver.

OneWeek Year-to-Date

U.S.STOCKFUNDS – 0.19% 16.66%

TOPSECTOR/PreciousMetalsEquityFunds 3.82 38.14

BOTTOMSECTOR/LatinAmericanFunds – 1.86 13.92

S&P500 0.06 16.66

U.S.BONDFUNDS 0.38 7.64

BloombergBarclaysAGGBond 0.51 8.08

THEWEEK'STOP25

Fund InvestmentObjective OneWeek Year-to-Date

USGlblWorldPM/UNWPX PreciousMetalsEq 5.40% 23.0%

USGlblGold&PM/USERX PreciousMetalsEq 4.96 42.1

RydexPreciousMetlsInv/RYPMX PreciousMetalsEq 4.90 41.4

DFALTIPPortfolioInst/DRXIX InflProtected 4.76 26.6

FranklinGld&PrMtA/FKRCX PreciousMetalsEq 4.49 43.2

MidasFund/MIDSX PreciousMetalsEq 4.32 34.3

GabelliGoldAAA/GOLDX PreciousMetalsEq 4.30 43.1

WellsFargoPrecMetA/EKWAX PreciousMetalsEq 4.27 42.5

TocquevilleGoldFund/TGLDX PreciousMetalsEq 4.19 36.7

PIMCOLTRlRtnInst/PRAIX InflProtected 4.08 23.0

FidelitySelGold/FSAGX PreciousMetalsEq 3.99 35.7

AmerCentGlGoldInv/BGEIX PreciousMetalsEq 3.88 38.8

VanEckIntlGoldI/INIIX PreciousMetalsEq 3.81 39.9

USAAPrecMet&MinFund/USAGX PreciousMetalsEq 3.73 40.7

FirstEagleGoldI/FEGIX PreciousMetalsEq 3.71 37.7

OCMGoldInv/OCMGX PreciousMetalsEq 3.67 51.1

PIMCOExtendDurInst/PEDIX CorpDebtBBBRtd 3.58 32.1

InvescoGold&PrecA/IGDAX PreciousMetalsEq 3.29 33.3

361GlblMgdFutStrI/AGFZX AltMgdFutures 3.28 1.5

InvscOppenGld&SMA/OPGSX PreciousMetalsEq 3.13 37.8

LongboardMFStratI/WAVIX AltMgdFutures 3.09 – 1.6

LoCorrMktTrendI/LOTIX AltMgdFutures 3.01 24.7

WasatchHoisUSTrInv/WHOSX GenlUSTreasury 2.73 27.4

AltegrisMgdFutStratA/MFTAX AltMgdFutures 2.63 9.4

WasatchEmgIndiaInv/WAINX IndiaRegion 2.63 – 1.3

THEWEEK'SBOTTOM10

Fund InvestmentObjective OneWeek Year-to-Date

NvgtrSentryMgdVolI/NVXIX EquityMktNeutral – 8.21% – 38.2%

STAARInvTrShTrmBd/SITBX ShortInvGrade – 5.81 – 8.8

CannabisGrowthInst/CANIX Specialty&Misc – 5.59 NA

MeasuredRiskStrategyA/MRPAX AltMulti-Strategy – 5.00 – 17.5

DWSLatinAmEqS/SLAFX LatinAmerican – 3.33 22.2

CatalystGroIncA/CGGAX EquityIncome – 3.06 4.2

AmericanGrowthIIE/AMREX Specialty&Misc – 2.91 4.3

FrstTrSrsCnflSCVI/FOVIX Small-CapCore – 2.82 12.3

AshmoreEMShtDurInst/ESFIX EmgMktsHCDebt – 2.78 – 2.0

KineticsInternetNL/WWWFX Science&Tech – 2.60 28.0

THELARGEST25

Assets 3-Year* 1-Week YTD

Fund (billions) InvestmentObjective Return Return Return

FidelityContrafund/FCNTX $95.3 Large-CapGrowth 15.7% 0.46% 20.0%

AmericanFundsGroA/AGTHX 89.9 Large-CapGrowth 13.2 0 15.5

VanguardWellingtonAdm/VWENX 89.5 MixTgtAllGro 9.4 0.51 14.4

AmericanFundsIncA/AMECX 73.6 MixTgtAllMod 6.5 0.09 10.9

Dodge&CoxStock/DODGX 71.7 Large-CapValue 10.5 – 0.45 9.3

AmericanFundsBalA/ABALX 71.6 MixTgtAllGro 8.3 0.22 11.4

AmericanFundsEuPcR6/RERGX 70.1 IntlLarge-CapGrowth 6.8 – 0.10 12.9

PIMCOIncomeInst/PIMIX 68.4 Multi-SectorInc 5.3 – 0.49 4.4

AmericanFundsCIBA/CAIBX 64.5 GlobalEquityIncome 4.6 – 0.12 9.6

AmericanFundsICAA/AIVSX 61.0 Large-CapCore 9.1 – 0.08 12.3

Dodge&CoxIncome/DODIX 60.5 CoreBond 3.9 0.42 8.8

AmericanFundsWashA/AWSHX 59.6 Large-CapCore 11.9 0.29 14.4

VanguardPRIMECAPAdm/VPMAX 58.9 Large-CapCore 14.1 – 0.15 12.3

AmericanFundsFInvA/ANCFX 53.2 Large-CapCore 10.8 – 0.02 13.2

AmericanFundsCWGIA/CWGIX 51.7 GlobalLarge-CapCore 7.9 – 0.10 12.6

PIMCOTotRtnInst/PTTRX 51.6 CorePlusBond 3.8 0.72 8.9

Dodge&CoxIntlStock/DODFX 48.0 IntlLarge-CapCore 3.7 – 0.03 5.6

DoubleLineTotRtnI/DBLTX 46.3 USMortgage 3.4 0.37 6.3

VanguardTgtRet2025Inv/VTTVX 43.7 Mixed-AssetTarget2025 7.4 0.26 12.2

VanguardWellesleyAdm/VWIAX 43.6 MixTgtAllocCon 6.3 0.50 12.9

AmericanFundsNPerA/ANWPX 43.3 GlobalLarge-CapGrowth 11.8 0.20 16.9

MetWestTotalReturnI/MWTIX 43.1 CorePlusBond 3.4 0.60 9.3

TRowePriceBCGro/TRBCX 42.5 Large-CapGrowth 19.3 0.23 20.6

VanguardSh-TmInvAdm/VFSUX 42.2 ShortInvGrade 2.5 0.24 5.2

FidelityStrAdvCreInc/FPCIX 41.3 GeneralBond 3.7 0.55 9.1

*Annualized08/25/2016to08/29/2019.ThroughThursday. Source:Lipper

Mutual Funds Data provided by