Source: Lipper Inc. Six-Month Mutual Fund Leaders

IBD SPECIAL REPORT

A14 WEEK OF OCTOBER 11, 2021



Top Funds¡¯ Latest Sells

New Buys Of Top-Performing Stock Funds Of The Past 36 Months

Company

BUYS & SELLS

BY MAT T H EW GAL GAN I

I N V E S TO R ¡¯ S B U S I N E S S D A I LY

n Sept. 30, as selling pressure

continued, the Market Pulse

in The Big Picture noted that

the indexes had fallen into a

correction. Led by Google parent

Alphabet (GOOGL), the best mutual

funds showed particular demand

for technology, medical, energy,

and ?nancial stocks.

The latest list of new buys and

sells by leading money managers

is based on the close of trading that

same day. In addition to GOOGL

stock, the best mutual funds also

picked up shares in Nvidia (NVDA),

Palo Alto Networks (PANW) and Applied Materials (AMAT).

Intuitive Surgical (ISRG), Thermo

Fisher Scientific (TMO), Danaher

(DHR) and Bio-Techne (TECH) garnered strong demand within the

medical sector.

On the financial front, Intuit

(INTU), American Express (AXP), SVB

Financial (SIVB), Bank of America

(BAC) and JPMorgan Chase (JPM) all

found a spot on the list of new buys

by the best mutual funds.

With oil and natural gas stocks

putting out nice gains in recent

weeks, top funds have also picked

up shares in several energy plays.

Diamondback Energy (FANG), EOG

Resources (EOG) and Matador Resources (MTDR) are among the oil

stocks making the latest list of new

buys by the best mutual funds.

Retailers Costco (COST) and Chipotle Mexican Grill (CMG) also

made the cut.

Selling pressure in the market

is testing several tech and growth

stocks on IBD Long-Term Leaders. Among tech stocks, Alphabet,

ASML, Applied Materials and Entegris (ENTG) are among those testing support and resistance at key

moving averages.

Charles River Laboratories (CRL),

West Pharmaceutical (WST) and

Thermo Fisher Scienti?c ¡ª all IBD

Long-Term Leaders in the medical

sector ¡ª are also under pressure.

Looking beyond just these elite

long-term leaders, energy stocks

like EOG, MTDR and FANG stock

are priming new climbs, evidenced

by their rising relative strength

lines. These oil and natural gas

plays had been rising in recent

weeks. But on Oct. 6, they encountered the type of selling pressure

facing the broad market.

After nice climbs, banking and

?nancial stocks on the list of new

buys by the best mutual funds also

ran into the same headwinds. JPM,

BAC, SIVB and Goldman Sachs (GS)

are now all feeling the heat.

We¡¯re now looking for the stock

market indexes to establish a bottom and ?ash a follow-through day

to launch a broad, sustainable uptrend. For that to happen, more traditional growth stocks in the medical, software, retail and technology

O

How To Read

Buys & Sells

Ever wonder if the investment

professionals know something

you don¡¯t about your stock? Would

you like to get an early signal about

when institutional investors ¡ª especially the best ones ¡ª are getting

in or out of certain stocks? New

Buys Of Top-Performing Stock

Funds and Top Funds¡¯ Latest Sells

provide just that, telling you where

the ¡°smart money¡± is ?owing. Use

the tables to spot new ideas that

mutual funds have begun to recognize, and those stocks falling out of

favor with the top managers.

Updated and published each

month, the New Buys list includes

only new buys of the top 30% of

stock funds ranked by 36-month

performance. Companies are

sorted by the highest combined

Earnings Per Share (EPS) and Relative Price Strength (RS) Ratings.

The number of top-performing

funds that bought the stock in the

latest reporting period is given.

The Total Mil$ Invested column

shows the amount of money, in

millions, the funds put into each

stock.

The column re?ects both new

positions and additions to existing

ones. Prices, EPS and RS Ratings,

and P/E are from the month-end

close. Stock charts are available at

.

The Latest Sells list tallies the

number of top-performing funds

that were net sellers of each stock

in the fund¡¯s latest reporting period. Because some funds bought

the same stocks sold by others, we

also looked at the total number of

buyers of each stock.

InMode

TaskUs

Atkore

Crocs

RegnlMgmt

Denbury

RevolveGrpA

WstrnAllinc

Repligen

Alkermes

JefferiesFinl

Matador

Diamondbck

Autonation

Generac

Concentrix

AcadmySports

Fortinet

JonesLang

Avantor

West Pharma

Alphabet

ASML

BrooksAuto

Globant

WillSonoma

Cimarex

Nucor

AlignTech

Nvidia

Floor&Decor A

LatticeSemi

Chipotle

OneMain

CharlesRvLb

Epam Systems

MSCI

SteelDynm

Rent-A-Center

Number of funds buying

E

R

P

P

Price

S

S

E

Symbol Industry group

INMD

TASK

ATKR

CROX

RM

DEN

RVLV

WAL

RGEN

ALKS

JEF

MTDR

FANG

AN

GNRC

CNXC

ASO

FTNT

JLL

AVTR

WST

GOOGL

ASML

BRKS

GLOB

WSM

XEC

NUE

ALGN

NVDA

FND

LSCC

CMG

OMF

CRL

EPAM

MSCI

STLD

RCII

Medical-Systems/Equip

Computer-Tech Services

Bldg-Constr Prds/Misc

Apparel-Shoes & Rel Mfg

Finance-Consumer Loans

Oil&Gas-U S Expl&Prod

Retail-Apparel/Shoes/Acc

Banks-West/Southwest

Medical-Products

Medical-Biomed/Biotech

Finance-Invest Bnk/Bkrs

Oil&Gas-U S Expl&Prod

Oil&Gas-U S Expl&Prod

Retail/Whlsle-Automobile

Electrical-Power/Equipmt

Computer Sftwr-Enterprse

Retail-Leisure Products

Computer Sftwr-Security

Real Estate Dvlpmt/Ops

Medical-Research Eqp/Svc

Medical-Supplies

Internet-Content

Elec-Semiconductor Equip

Elec-Semiconductor Equip

Computer-Tech Services

Retail-Home Furnishings

Oil&Gas-U S Expl&Prod

Steel-Producers

Medical-Products

Elec-Semicondctor Fablss

Retail/Whlsle-Bldg Prds

Elec-Semicondctor Fablss

Retail-Restaurants

Finance-Consumer Loans

Medical-Research Eqp/Svc

Computer-Tech Services

Financial Svcs-Specialty

Steel-Producers

Comml Svcs-Leasing

159.45

66.37

86.92

143.48

58.18

70.25

61.77

108.82

288.99

30.84

37.13

38.04

94.67

121.76

408.67

177.00

40.02

292.04

248.09

40.90

424.54

2,673.52

745.11

102.35

281.01

177.33

87.20

98.49

665.43

207.16

120.79

64.65

1,817.52

55.33

412.67

570.48

608.34

58.48

56.21

99

98

97

97

97

98

96

96

95

94

92

98

96

95

92

91

96

96

95

91

91

90

91

91

90

90

97

93

89

89

87

93

87

86

92

91

90

89

86

Total

mil $

inv Company

99 49 3

98 78 3

99 9 5

99 26 10

99 9 4

97 35 7

98 52 6

98 15 8

98 120 8

97 40 5

99 7 5

92 18 5

94 16 8

94 10 5

97 45 10

98 21 7

92 6 10

92 78 10

93 17 5

97 33 9

97 62 10

98 34 18

96 55 3

96 46 8

97 94 3

97 15 6

89 16 8

93 10 7

97 65 15

97 59 15

99 51 5

92 75 8

98 92 14

99 5 11

92 43 10

93 78 9

94 67 9

95 9 6

98 12 7

1

4

1

6

1

2

2

6

8

11

5

4

14

4

12

3

6

7

9

11

9

664

1

20

7

4

5

4

44

99

6

4

40

34

7

13

23

4

39

Symbol Industry group

BldrsFirst

RH

Atlassian A

EOGResrce

Old Dominin

StepStone

BioRad

Zebra Tech

Fox Factory

OnSemi

GoldmanSachs

DarligIngrds

PerkinElmer

Blackstone

Paycom

ApMat

PioneerNat

CitizensFinl

Bio-Techne

Danaher

IdexxLabs

BankofAmer

JPMorganCh

KLA Corp

HubSpot

Dynatrace

Keycorp

Charles Schwab

Entegris

MorgnStanly

PaloAltNts

Intuit

EdwardsLifesci

Eli Lilly

IntSurg

AmerExpress

Costco

Syneos Health

Bldg-Constr Prds/Misc

Retail-Home Furnishings

Comp Sftwr-Spec Enterprs

Oil&Gas-U S Expl&Prod

Transportation-Truck

Finance-Investment Mgmt

Medical-Research Eqp/Svc

Elec-Misc Products

Leisure-Products

Elec-Semiconductor Mfg

Banks-Money Center

Agricultural Operations

Medical-Research Eqp/Svc

Finance-Investment Mgmt

Computer Sftwr-Enterprse

Elec-Semiconductor Equip

Oil&Gas-U S Expl&Prod

Banks-Northeast

Medical-Research Eqp/Svc

Medical-Diversi?ed

Medical-Systems/Equip

Banks-Money Center

Banks-Money Center

Elec-Semiconductor Equip

Comp Sftwr-Spec Enterprs

Computer Sftwr-Enterprse

Banks-Super Regional

Finance-Invest Bnk/Bkrs

Elec-Semiconductor Equip

Banks-Money Center

Computer Sftwr-Security

Computer Sftwr-Financial

Medical-Products

Medical-Diversi?ed

Medical-Systems/Equip

Finance-CrdtCard/PmtPr

Retail-Major Disc Chains

Medical-Research Eqp/Svc

BLDR

RH

TEAM

EOG

ODFL

STEP

BIO

ZBRA

FOXF

ON

GS

DAR

PKI

BX

PAYC

AMAT

PXD

CFG

TECH

DHR

IDXX

BAC

JPM

KLAC

HUBS

DT

KEY

SCHW

ENTG

MS

PANW

INTU

EW

LLY

ISRG

AXP

COST

SYNH

Number of funds buying

E

R

P

P

Price

S

S

E

51.74

666.91

391.42

80.27

285.98

42.64

745.95

515.42

144.54

45.77

378.03

71.90

173.29

116.34

495.75

128.73

166.51

46.98

484.57

304.44

621.90

42.45

163.69

334.51

676.09

70.97

21.62

72.84

125.90

97.31

479.00

539.51

113.21

231.05

994.15

167.53

449.35

87.48

85

85

96

91

87

86

85

85

84

91

88

85

83

95

89

87

87

85

91

86

82

85

83

82

94

92

85

87

83

91

93

89

84

84

82

84

81

80

99

99

87

92

96

97

98

98

99

91

94

96

98

85

90

92

92

94

87

92

96

92

94

95

82

84

91

88

92

83

80

84

89

88

89

85

81

80

9

28

279

18

40

38

48

31

35

29

7

23

14

18

124

21

31

10

73

35

80

14

13

23

480

106

10

27

43

13

77

57

52

29

72

20

39

23

Net number selling

Number of funds buying

Number of funds selling

Total

mil $ Company

inv

11

5

5

13

11

2

8

13

8

12

8

8

10

6

8

11

12

8

14

18

12

11

12

10

13

9

5

8

8

9

12

19

12

10

16

11

14

12

26

4

3

28

12

7

5

14

7

31

11

8

9

23

5

50

30

3

67

146

15

46

40

8

18

9

2

28

9

16

57

172

32

37

222

80

65

46

Symbol Industry group

HowmetAero

Hess

AveryDennsn

Brunswick

BioRad

BakerHughesA

BPplc

CarlisleCos

Danaher

PerkinElmer

Ford Motor

McKesson

Tegna

GeneralElec

Halliburton

HillRom

CenterptEngy

Hexcel

Interpublic

LincolnNatl

CVS Health

S&P Global

Motorola

Oneok

Occidental

Conocphilps

AmerFncl

Aon

RegalBeloit

RoyalDtchShA

RoyalDtchShB

Schlumbrgr

Textron

ExxonMobil

AmerIntlGrp

AssocBanc

SynovusFcl

Comerica

RegionsFncl

USBancorp

HWM

HES

AVY

BC

BIO

BKR

BP

CSL

DHR

PKI

F

MCK

TGNA

GE

HAL

HRC

CNP

HXL

IPG

LNC

CVS

SPGI

MSI

OKE

OXY

COP

AFG

AON

RBC

RDSA

RDSB

SLB

TXT

XOM

AIG

ASB

SNV

CMA

RF

USB

Steel Specialty

Oil&Gas Intl Ex

Of?ce Supplies

Leisure Product

Medical Researc

Oil&Gas Machine

Oil&Gas Integra

Diversi?ed Ope

Medical Diversi

Medical Researc

Auto Manufactur

Medical Whlsle

Media Radio Tv

Diversi?ed Ope

Oil&Gas Field S

Medical Systems

Utility Diversi

Aerospace Defen

Comml Svcs Adve

Insurance Life

Retail Drug Sto

Comml Svcs Mark

Telecom Consume

Oil&Gas Transpr

Oil&Gas Intl Ex

Oil&Gas Intl Ex

Insurance Prop

Insurance Broke

Electrical Powe

Oil&Gas Integra

Oil&Gas Integra

Oil&Gas Field S

Aerospace Defen

Oil&Gas Integra

Insurance Diver

Banks Midwest

Banks Southeast

Banks Super Reg

Banks Super Reg

Banks Super Reg

1 4 -3

2 8 -6

3 4 -1

5 2 3

4 6 -2

2 2 0

2 1 1

1 2 -1

9 15 -6

3 5 -2

2 5 -3

6 8 -2

1 2 -1

6 5 1

2 4 -2

3 3 0

1 4 -3

2 1 1

2 3 -1

4 3 1

8 9 -1

10 11 -1

5 8 -3

3 3 0

3 8 -5

10 8 2

5 4 1

9 5 4

2 5 -3

2 1 1

2 3 -1

8 5 3

2 2 0

8 9 -1

7 7 0

1 1 0

1 1 0

2 3 -1

3 2 1

9 3 6

Mutual Fund Category Performance

Total returns through Sep 30, ranked by third quarter

U.S. Diversified Stock

Fund category

Sector

1 month

Small-cap value

Small-cap core

Midcap value

Multicap value

Large-cap value

Small-cap growth

Midcap core

Equity Income

Midcap growth

Multicap core

S&P 500 Index

Large-cap core

Multicap growth

Large-cap growth

U.S. diversified equity

-1.49%

-2.53

-2.99

-3.42

-3.42

-3.54

-3.56

-3.95

-4.27

-4.64

-4.69

-4.77

-5.06

-5.51

-3.77

3rd Qtr

YTD

-2.09%

-2.29

-1.38

-1.17

-0.63

-2.11

-0.97

-0.89

-0.05

-0.47

0.47

0.08

-0.38

0.43

-0.94

25.51%

17.87

20.09

17.51

16.39

9.07

15.68

14.47

9.09

14.18

15.54

14.94

10.44

13.09

13.75

3rd Qtr

YTD

1 year

3-year avg 5-year avg 10-year avg

66.65%

51.63

48.75

38.74

35.22

37.87

39.35

30.25

30.49

30.07

29.43

28.61

27.37

25.64

34.64

8.38%

8.95

8.58

9.47

10.30

15.14

10.69

9.81

19.07

13.57

15.51

14.98

20.54

20.32

12.15

10.34%

11.37

9.68

11.08

11.85

17.85

11.44

10.91

19.66

14.63

16.38

15.73

20.97

21.21

13.61

12.67%

13.22

12.66

12.72

13.17

16.15

13.00

12.15

16.93

14.87

16.04

15.27

17.74

18.38

13.64

Overseas Stock

Fund category

1 month

0.42% 10.85% 25.71%

2.34

4.70

5.56

-5.00

-0.85

11.55

-2.04

-4.56

-1.12

-3.97

-7.03

0.90

-3.73

-9.71

-5.03

-7.87 -10.86

-6.18

-2.59 -13.12

-7.49

2.07

1.15

10.88

India region

Japanese

European region

Pacific region

Emerging markets

Pacific ex Japan

Latin American

China region

World equity

1 year

3-year avg 5-year avg 10-year avg

52.40%

19.23

29.58

18.26

20.72

14.72

23.55

6.54

27.16

16.26%

7.27

9.49

8.03

10.55

11.49

2.20

12.13

11.60

11.59%

10.19

9.64

8.50

9.40

11.34

2.99

11.17

11.40

10.15%

9.81

9.06

7.79

6.47

8.90

-0.73

9.35

8.03

Fund category

1 month

Financial services

Real estate

Utility

Natural resources

Global natural Resources

Health/biotechnology

Global health/biotechnology

Science & technology

Telecommunication

Global science/technology

Precious metals equity

-0.91% 2.98%

-5.12

0.82

-5.42

0.48

9.45

-0.69

3.49

-1.19

-4.90

-1.51

-5.05

-1.76

-5.55

-2.47

-5.03

-3.26

-5.93

-4.44

-8.92 -12.33

3rd Qtr

YTD

1 year

3-year avg 5-year avg 10-year avg

27.79% 66.57% 11.08%

20.96

32.98

11.10

4.98

15.22

8.24

41.48

88.52 -10.44

25.61

57.78

0.01

5.17

19.16

11.26

6.01

17.49

12.22

10.06

32.33

23.99

9.80

26.21

13.00

5.86

30.93

25.15

-17.05 -17.53

17.68

13.59%

7.41

8.15

-5.17

2.57

13.81

12.40

25.09

10.59

24.83

1.85

14.50%

10.93

9.72

-2.05

0.20

17.13

15.95

20.79

10.55

22.05

-4.50

Fixed Income, preliminary

Fund category

1 month

3rd Qtr

YTD

1 year

Inflation protected bond

High yield

Multisector income

Corp. debt BBB rated

General U.S. government

GNMA Funds

General Domestic Taxable

General U.S. Treasury

Sht/intmdt inv grade

Overall muni

World income

-0.45%

0.03

-0.39

-0.99

-0.89

-0.16

-0.33

-1.97

-0.45

-0.75

-1.81

1.54%

0.70

0.31

0.07

0.06

-0.08

0.44

0.11

0.06

-0.39

-1.09

3.58%

4.51

1.96

-0.96

-2.07

-0.81

1.98

-4.75

-0.32

1.27

-2.70

5.79%

10.91

6.07

1.90

-2.53

-0.27

5.62

-6.24

0.94

3.38

3.01

3-year avg 5-year avg 10-year avg

6.44%

5.99

5.12

7.16

4.49

3.25

5.15

7.28

4.34

4.27

4.39

3.84%

5.63

4.20

4.34

1.91

1.59

3.91

2.72

2.68

2.68

2.82

2.52%

6.36

4.72

4.75

1.94

1.74

4.08

3.34

2.66

3.34

2.69

Source: Lipper Inc.

Six-Month Mutual Fund Leaders

Top Stock Funds

Balance Allocation Funds

(B- rating or better)

Mutual fund

Performance

Last Last Rtg

Last 3

6

36

Symbol mth mos mos mos Mutual fund

EdgeWood GrwthInstl

Rydex H S&P500PuGr

Franklin Mutual GrOppAdv

Delaware A GrwEquity

Century Funds SmallSel

MFS Funds A GrowthA

AMG Funds GrowthN

Sit Funds LgCpGr

Gabelli AAA GrowthAAA

Fidelity Magellan

Principal Investors GrowthIInst

ProFunds Inv LrgCapGr

Vanguard GrwtIndxInv

Thrivent Funds A GrowthA

Provident Strategy

Victory LargeCapGrA

PriceFds TaxEf?cEqt

BlackRock Instl LrgeCapInst

GoldmnSachs A GrowthA

PriceFds InstlLgCore

Needham SmlCapGw

FidelityMgmt Growth

PgimInvest GrowthA

Schwab LrgGrowth

Buffalo Funds LargeCap

Tocqueville Oppty

Alger InvestingA

Touchstone MidCapA

ProFunds Inv Nasdaq100

Oberweis Funds SmallCap

Needham GrwRetail

Guidestone EqInvestor

Carillon Family CapitalAppA

FidelityMgmt BluChpGr

Bridges BridInvst

Vanguard GrowthInv

InvstHouse InvGrowth

Virtus Funds I LargeGrI

Amana GrwthInvstr

BlackRock A Exchange

PrncplFnds GrowthInst

Victory DivrsStkA

Victory SpecValA

Optimum Instl LrgCpGrow

Baron Retail Partners

Commerce ComGrowth

Leavell MidCap

Eaton Vance A TaxMgdMulti

GoldmnSachs In USEqInsight

Wilshire Funds LrgCoGrtInv

Govt St Equity

EGFIX

RYAWX

FRAAX

FICGX

CSMCX

MFEGX

MCGFX

SNIGX

GABGX

FMAGX

PLGIX

LGPIX

VIGRX

AAAGX

PROVX

VFGAX

PREFX

CMVIX

GGRAX

TPLGX

NEAGX

FDGRX

TBDAX

SWLSX

BUFEX

TOPPX

SPEGX

TEGAX

OTPIX

OBSOX

NEEGX

GGEZX

HRCPX

FBGRX

BRGIX

VWUSX

TIHGX

STCAX

AMAGX

STSEX

PPIMX

SRVEX

SSVSX

OILGX

BPTRX

CFGRX

GVMCX

EACPX

GSELX

DTLGX

GVEQX

-6

-5

-5

-6

-1

-6

-4

-6

-7

-5

-6

-6

-5

-5

-5

-6

-6

-5

-6

-6

-1

-5

-6

-6

-6

-5

-6

-4

-6

-2

-1

-6

-6

-4

-5

-6

-7

-6

-7

-4

-5

-4

-4

-5

+1

-6

-5

-6

-5

-6

-5

+1

+4

0

+3

+4

+1

+2

+1

0

+2

0

+2

+1

0

+1

-1

+1

0

+1

0

+2

0

0

+2

+1

+2

0

+2

+1

+3

+4

0

0

0

+1

-1

-1

0

+1

+1

+2

+3

+3

0

+5

0

+1

0

+1

-1

+1

+19

+17

+16

+15

+15

+14

+14

+14

+13

+13

+13

+13

+13

+13

+13

+13

+13

+13

+13

+12

+12

+12

+12

+12

+12

+12

+12

+12

+12

+11

+11

+11

+11

+11

+11

+11

+11

+11

+11

+11

+11

+11

+11

+11

+10

+10

+10

+10

+10

+10

+10

A+

AA+

A

A+

A

A+

A+

A

AA+

A

A+

A+

A

A

A+

A

A+

A

A+

A+

A+

AA

A

A

A

A+

A

A+

A

A

A+

A

A+

A

A

A+

B+

A

B+

B+

A

A+

A

AA

B+

A

A-

BNY Mellon TxMngedGrwt

BARRETT FUND Growth

Lazard Instl USEqSlct

PriceFds DiverMidCap

GoldmnSachs A StrucTaxMgd

Amer Cent Inv FocusedInv

Victory GrowthA

American Funds A AMCAP

BNY Mellon USEqFdZ

Carillon Family EglMidCpGrA

Principal Investors CapApprecA

BNY Mellon LgCapEqI

Alger Income&Gr

American Funds A GrowthFd

Davenport Funds Core

59 Wall St GrowthInst

Schwab S&P500Idx

59 Wall St ChaseGrN

Northern StockIndex

Vanguard LargeCapInv

PriceFds EqIndex500

PgimInvest StockIdxZ

DWS Funds Instl Eq500Idx

Reynolds Funds BlueChip

DWS Funds S SmallCapCor

Principal Investors IndexJ

BNY Mellon S&P500Idx

Blackrock StockIndex

PgimInvest SmallCo

Fidelity EnhancedIdx

Guidestone EqIdxInvstr

Legg Mason A S&P500Idx

Mairs & Power GrowthInv

Glenmede StrategicEq

Schwab Index

WillInveTru Equity

JP Morgan Instl USEquity

LKCM Funds Value

HSBC Investor Opportunity

Thrivent Funds A MidCapStk

PgimInvest Blend

Plumb Funds EquityInv

Wells Fargo Ad DisUSCor

DWS Funds A CoreEquity

PriceFds USLgCapCore

Midas Magic

Guidemark LgCpCoreSvc

ClearBridge Inv DivStrtegyA

MEEHAN Focus

Performance

Last Last Rtg

Last 3

6

36

Symbol mth mos mos mos

DTMGX

BGRWX

LZUSX

PRDMX

GCTAX

ACFOX

RSGRX

AMCPX

DRTHX

HAGAX

CMNWX

DLQIX

AIGOX

AGTHX

DAVPX

CHAIX

SWPPX

CHASX

NOSIX

VLACX

PREIX

PSIFX

BTIIX

RBCGX

SSLCX

PSPJX

PEOPX

HSTIX

PGOAX

FLCEX

GEQZX

SBSPX

MPGFX

GTCEX

SNXFX

JAMEX

JUESX

AQEIX

RESCX

AASCX

PBQAX

PLBEX

EVSYX

SUWAX

TRULX

MISEX

GMLGX

SOPAX

MEFOX

-6

-5

-4

-5

-5

-6

-6

-3

-5

-5

-5

-5

-5

-3

-5

-6

-5

-6

-5

-5

-5

-5

-5

-5

-1

-5

-5

-5

-3

-5

-5

-5

-6

-5

-5

-5

-5

-4

-2

-2

-4

-8

-5

-5

-6

-4

-5

-4

-5

0

+1

+1

0

0

0

-1

+2

+2

0

0

+1

+1

+1

+1

0

+1

0

+1

0

+1

+1

+1

+1

0

0

0

0

+2

0

0

0

0

+1

0

+1

+1

+1

+2

+1

0

-1

0

-1

0

+2

0

+1

+1

+10

+10

+10

+10

+10

+10

+10

+10

+10

+10

+10

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+9

+8

+8

+8

+8

+8

+8

+8

+8

A

A

AA

B

A+

AB+

A

A

AAAA

B+

B

AB

AAAAAAB

AAAAAAAAB+

AAA

AA

AAB+

B+

B+

AAAB+

A

Top Industry Funds

Mutual fund

Performance

Last Last Rtg

Last 3

6

36

Symbol mth mos mos mos Mutual fund

Performance

Last Last Rtg

Last 3

6

36

Symbol mth mos mos mos

Fidelity Commodity

Virtus Funds A Df&PlRlESes

PriceFds RealEstate

Fidelity ConsumerFin

Invesco Funds A EnergyA

Guinness Atkinson GlobEnergy

Pioneer A RealEstate

GoldmnSachs In RealEstSecs

Morgan Stan Ins USRealEstI

AMG Funds RealEstateN

Fidelity Adv I RealEstate

BlackRock Instl OppInstl

Fidelity NatResFund

+5

-5

TRREX -4

FSVLX -2

IENAX +12

GAGEX +12

PWREX -6

GREIX -5

MSUSX -5

MRESX -6

FHEIX -6

BACIX +11

FNARX +5

-3

-6

TRRPX -5

PRHSX -5

RYFIX -3

VENAX +10

NMMGX -5

VFAIX -2

PFSAX -4

RYHIX -5

SWHFX -6

ETHSX -6

FCSSX

PHRAX

+6

+3

+2

+3

+2

+4

+2

+1

0

+1

+2

+3

-2

+21

+16

+15

+15

+15

+15

+14

+14

+14

+13

+13

+13

+13

D

B

D

AE

E

C

C+

E

C+

D+

E

E

World RealEstVal

Aberdeen RltyInc&Gr

TIAA-CREF FUNDS RealEstate

PriceFds HealthSci

Rydex Dyn FinclSvc

Vanguard EnergyIndex

Northern MltMgrGlbRE

Vanguard Admiral FinIndx

PgimInvest JnsnFinlSrv

Rydex Investor HealthCare

Schwab HealthCare

Eaton Vance A HealthSciA

HLRRX

AIGYX

+2

0

0

+1

+1

-1

+1

+3

+3

+1

+1

+1

+12

+12

+12

+11

+11

+11

+11

+11

+11

+11

+10

+10

B

C+

B+

AB

E

CB

B+

B

C+

B

Mutual fund

1919 Inv Counsel SclRespBalA

Fidelity Adv I StrtRealRet

Fidelity StraRlRtn

Buffalo Funds FlexInc

Boston & Walden Balanced

Franklin Temp AllocationA

Fidelity AsstMgr85%

J Hancock A Balanced

Calamos IncomeA

Oakmark I Equity&Inc

Paci?c Funds OptimAgrGrA

Hartford HLS IA Balanced

Schwab MktTrkAlEqt

Plumb Funds Balanced

Fidelity Balanced

Transamerica A MultMgdBal

RiverNorth Funds RvrnrtCrOpp

Alger Balanced

MFS Funds A AllocationA

Fidelity Adv A AsstMgr70

Performance

Last Last Rtg

Last 3

6

36

Symbol mth mos mos mos

SSIAX

FSIRX

FSRRX

BUFBX

WSBFX

FTCOX

FAMRX

SVBAX

CVTRX

OAKBX

POEAX

HADAX

SWEGX

PLBBX

FBALX

IBALX

RNCOX

ABLOX

MAMAX

FAASX

-4

0

0

-2

-4

-4

-4

-3

-4

-2

-4

-3

-4

-5

-3

-3

-1

-4

-3

-3

+1

+2

+2

-1

0

-1

0

+1

0

0

-1

0

-1

0

0

0

0

0

0

0

+9

+8

+8

+7

+7

+7

+7

+7

+7

+6

+6

+6

+6

+6

+6

+6

+6

+6

+6

+6

B+

D+

D+

DC+

BB+

BB+

BB+

BC+

C+

B+

BC+

C+

C+

B-

Mutual fund

Performance

Last Last Rtg

Last 3

6

36

Symbol mth mos mos mos

Schwab Balanced

Tributary BalInst

Eaton Vance A Balanced

Putnam A AsstAllBal

Paci?c Life Funds OptimA

Schwab Target2040

PriceFds Retire2055

Vanguard Index BalancedInv

Touchstone BalancedA

PIMCO Inst l AllAsstAuth

Westwood WestwoodBal

Fidelity AsstMgr20%

AmerCent OneChVryAgr

Principal Investors LT2050Instl

PIMCO Inst l AllAsset

Franklin A AllocationA

Mairs & Power Balanced

PriceFds Balanced

Principal Investors GrowthA

USAA TaxStrategy

SWOBX

FOBAX

EVIFX

PABAX

PODAX

SWERX

TRRNX

VBINX

SEBLX

PAUIX

WEBAX

FSANX

AOVIX

PPLIX

PAAIX

FGTIX

MAPOX

RPBAX

SAGPX

USBLX

-3

-3

-4

-3

-3

-4

-4

-3

-3

-2

-3

-3

-4

-4

-2

-4

-4

-3

-4

-3

0

0

-1

0

-1

-1

-1

0

0

-1

0

0

-1

-1

-1

-1

0

0

-2

0

+6

+6

+6

+6

+6

+6

+6

+6

+6

+6

+6

+6

+6

+5

+5

+5

+5

+5

+5

+5

C+

BBCBC+

B+

B+

B+

D+

D+

C+

B+

B+

C+

C+

BBBC+

Top Value Funds

Top Bond Funds

(B- rating or better)

Mutual fund

Performance

Last Last Rtg

Last 3

6

36

Symbol mth mos mos mos Mutual fund

AmerCent In?tnAdjBd

PrncplFnds ProtectInst

Legg Mason I In?PlBdI

VALIC Company In?Prot

Payden Funds HighIncome

Franklin A HighInc

JP Morgan Selct HighYield

Touchstone HighYieldA

Federated Hermes A RetrnBDA

TIAA-CREF Instl Ret InfLkdBd

MainStay A HighYldCp

Dimensional ExtndQltyI

Calamos HighIncA

USAA HiInc

AmerCent ShrtInfPrA

TCW HiYieldBd

Putnam A HighYieldA

Buffalo Funds HighYield

Harbor HiYldInstl

Morgan Stan Ins InvGrdFxInI

Federated Hermes A HiIncBond

Thrivent Funds A HighYield

Natixis HighIncA

Touchstone FlexIncY

DWS Funds A HighIncome

USAA Income

USAA IntmTrmBd

Mainstay I MacTtlRtBnd

Victory HighYldA

Janus Henderson FlexibleBd

SegalBryt PlusBondRet

Payden Funds CoreBond

Parnassus FixedInc

FrostFunds FrTRBndInst

Harbor BondInstl

Baird CorPlsBdIns

Amer Cent Inv DiversBd

Victory MunderY

Hartford A StratIncA

Manning & Napier CorePlusBnd

TCW TotRetBdI

Baird AggrBndInst

Dodge&Cox Income

DWS Investments FloatRatS

Manning & Napier CoreBond

Doubleline Funds CoreFixIncI

Thrivent Funds A OppIncmPlus

Doubleline Funds ReturnBdI

ACITX

PIPIX

WAIIX

VCTPX

PYHRX

FHAIX

OHYFX

THYAX

RRFAX

TIKRX

MHCAX

DFTEX

CHYDX

USHYX

APOAX

TGHYX

PHYIX

BUFHX

HYFAX

MPFDX

FHIIX

LBHYX

NEFHX

MXIIX

KHYAX

USAIX

USIBX

MTMIX

GUHYX

JAFLX

WTIBX

PYCBX

PRFIX

FIJEX

HABDX

BCOIX

ADFIX

MUCYX

HSNAX

EXCPX

TGLMX

BAGIX

DODIX

DFRPX

EXCRX

DBLFX

AAINX

DBLTX

-1

-1

-1

-1

0

0

0

0

-1

0

0

-1

0

0

0

0

0

0

0

-1

0

0

0

0

0

-1

-1

-1

0

-1

-1

-1

-1

0

-1

-1

-1

-1

-1

0

-1

-1

-1

+1

-1

-1

-1

0

+2

+2

+1

+1

+1

+1

+1

+1

+1

+2

+1

0

+1

+1

+2

+1

+1

+1

+1

0

+1

+1

0

0

+1

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

+1

0

0

0

0

+5

+5

+5

+5

+4

+4

+4

+4

+4

+4

+4

+4

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+3

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

+2

D

D

D

DD+

D

DDD

DDD

DDE

D+

DD

DD

DE

DDDD

D

DD

D

DDDE

DDDDD

E

DDDE

DE

E

E

Aegis Funds ValueI

MatrixAdvisors AdvVal

Franklin Temp EquityIncA

Sterling Capital EquityIncA

Northern IncomeEq

Fidelity SmlVal

Fidelity Adv A SmlCpVal

Legg Mason I ClrBdgLrgCp

Lazard Instl WindsrIIInv

PriceFds Value

PriceFds ValueAdv

Fidelity EqtyInc

Fidelity MdCpEnhIdx

JP Morgan A Growth&Inc

Hillman Funds NoLoad

Schwab USLrgIdx

Fidelity Value

Ariel Mutual Fds Inv

Fidelity Adv A Value

MFS Funds I MidCapVal

Victory EstblshValR

Principal Investors MidValI

Nicholas EquityIncI

Praxis ValueIdxA

Fidelity ValueStrat

AmerCent DiscplndCor

Diamond Hill Funds LrgCap

Wells Fargo Ad C&BLrgVal

Fidelity LowPrStk

Columbia Z MidCapVal

Amer Cent Inv SmCpValue

Al Frank Funds AlFrkInv

Bridgeway UltSmCoMkt

FPA Funds QRSmlCapVal

JP Morgan Selct LgCapVal

Royce OpportInv

Performance

Last Last Rtg

Last 3

6

36

Symbol mth mos mos mos

AVALX

MAVFX

FISEX

BAEIX

NOIEX

FCPVX

FCVAX

SAIFX

VWNFX

TRVLX

PAVLX

FEQIX

FMEIX

VGRIX

HCMAX

SFLNX

FDVLX

ARGFX

FAVFX

MCVIX

GETGX

PVMIX

NSEIX

MVIAX

FSLSX

BIGRX

DHLAX

CBLLX

FLPSX

NAMAX

ASVIX

VALUX

BRSIX

QRSVX

HLQVX

RYPNX

-1

-5

-3

-3

-5

-1

-1

-4

-4

-5

-5

-4

-4

-3

-4

-3

-3

-3

-3

-3

-4

-4

-4

-4

-4

-5

-4

-4

-3

-3

-2

-5

-1

-4

-2

-3

-4

0

+1

0

0

+1

+1

-1

0

+1

0

-1

-1

-1

-3

-1

-2

0

-2

0

-1

-1

-2

-1

-2

-1

0

-1

-2

-2

-3

-3

-5

-3

-4

-5

+12

+8

+8

+8

+7

+7

+7

+7

+7

+7

+7

+6

+6

+5

+5

+5

+5

+5

+5

+5

+5

+5

+4

+4

+4

+4

+4

+4

+3

+3

+3

+2

+1

0

-1

-1

A

B+

BB+

BB+

B+

B

B+

B+

B+

BB+

BAB+

B+

BB+

BB

BB

BB+

BB

BBBB+

BB

B

BA-

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