Six-Month Mutual Fund Leaders
IBD SPECIAL REPORT
A14 WEEK OF SEPTEMBER 13, 2021
Top Funds¡¯ Latest Sells
New Buys Of Top-Performing Stock Funds Of The Past 36 Months
Company
BUYS & SELLS
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.
AcadmySports
Crocs
InMode
Atkore
Denbury
TaskUs
Generac
Deckers
ASML
Nvidia
Fortinet
AlignTech
Alphabet
SteelDynm
Floor&Decor A
Avantor
Chipotle
PerkinElmer
Rent-A-Center
BldrsFirst
DicksSport
CharlesRvLb
MSCI
Concentrix
Dropbox A
DocuSign
GoldmanSachs
RegenernPh
IdexxLabs
Endava A
Advanced Micro
Fox Factory
Square
Danaher
Athene A
CenturyCom
Shopify
KulickeSof
Number of funds buying
E
R
P
P
Price
S
S
E
Symbol Industry group
ASO
CROX
INMD
ATKR
DEN
TASK
GNRC
DECK
ASML
NVDA
FTNT
ALGN
GOOGL
STLD
FND
AVTR
CMG
PKI
RCII
BLDR
DKS
CRL
MSCI
CNXC
DBX
DOCU
GS
REGN
IDXX
DAVA
AMD
FOXF
SQ
DHR
ATH
CCS
SHOP
KLIC
Retail-Leisure Products
Apparel-Shoes & Rel Mfg
Medical-Systems/Equip
Bldg-Constr Prds/Misc
Oil&Gas-U S Expl&Prod
Computer-Tech Services
Electrical-Power/Equipmt
Apparel-Shoes & Rel Mfg
Elec-Semiconductor Equip
Elec-Semicondctor Fablss
Computer Sftwr-Security
Medical-Products
Internet-Content
Steel-Producers
Retail/Whlsle-Bldg Prds
Medical-Research Eqp/Svc
Retail-Restaurants
Medical-Research Eqp/Svc
Comml Svcs-Leasing
Bldg-Constr Prds/Misc
Retail-Leisure Products
Medical-Research Eqp/Svc
Financial Svcs-Specialty
Computer Sftwr-Enterprse
Computer Sftwr-Database
Computer Sftwr-Enterprse
Banks-Money Center
Medical-Biomed/Biotech
Medical-Systems/Equip
Computer-Tech Services
Elec-Semicondctor Fablss
Leisure-Products
Finance-CrdtCard/PmtPr
Medical-Diversi?ed
Insurance-Life
Bldg-Resident/Comml
Computer Sftwr-Enterprse
Elec-Semiconductor Equip
44.27
142.82
130.88
92.77
70.33
62.90
436.98
418.45
833.04
223.85
315.14
709.00
2,893.95
67.49
123.30
39.44
1,903.33
184.80
63.08
53.29
140.81
443.86
634.58
173.39
31.71
296.24
413.51
673.40
673.76
133.90
110.72
153.67
268.07
324.16
66.97
70.10
1,524.78
70.19
98
98
98
97
98
97
95
92
94
93
97
92
91
93
89
90
89
89
89
88
97
94
92
89
88
87
91
86
88
96
84
84
84
90
89
83
83
97
Total
mil $
inv Company
Symbol Industry group
99 7 16 154 Blackstone
99 26 10 10 Atlassian A
99 41 5 88 ApMat
99 9 9 12 Adobe Inc
97 34 12 165 Facebook
98 67 8 112 Eli Lilly
98 49 22 148 Deere
99 27 16 53 Trade Desk A
96 61 6 115 BentleySys
97 65 31 535 Bio-Techne
92 86 20 111 AxonEnterp
97 68 22 164 Yeti
98 36 42 1640 Paycom
95 10 18 62 Cadence
99 50 14 77 Iqvia
Microsoft
97 32 24 242
CharterCom
98 96 26 794
Copart
98 15 23 134
IntSurg
98 13 12 50
Old Dominin
99 9 17 84
ExtraSpace
89 11 12 51
Motorola
92 45 19 119
ServiceNow
94 70 15 89 Pure Storage
97 25 10 153 EdwardsLifesci
98 24 12 37 KLA Corp
99 253 20 223 Intuit
94 8 18 215 MorgnStanly
99 13 23 240 ThermoFish
96 88 20 86 Charles Schwab
87 90 2 79 MasTec
99 54 22 202 PaloAltNts
99 36 8 66 BankofAmer
99 157 17 115 Etsy
92 37 45 787 Blackrock
93 5 9 242 Costco
99 7 5 39 Tradeweb
99 223 12 1318 Ulta Beauty
84 16 7 188 Syneos Health
Finance-Investment Mgmt
Comp Sftwr-Spec Enterprs
Elec-Semiconductor Equip
Computer Sftwr-Desktop
Internet-Content
Medical-Diversi?ed
Machinery-Farm
Comml Svcs-Advertising
Computer Sftwr-Design
Medical-Research Eqp/Svc
Security/Sfty
Leisure-Products
Computer Sftwr-Enterprse
Computer Sftwr-Design
Medical-Research Eqp/Svc
Computer Sftwr-Desktop
Telecom Svcs-Integrated
Retail/Whlsle-Auto Parts
Medical-Systems/Equip
Transportation-Truck
Finance-Property REIT
Telecom-Consumer Prods
Computer Sftwr-Enterprse
Computer-Data Storage
Medical-Products
Elec-Semiconductor Equip
Computer Sftwr-Financial
Banks-Money Center
Medical-Research Eqp/Svc
Finance-Invest Bnk/Bkrs
Bldg-Heavy Construction
Computer Sftwr-Security
Banks-Money Center
Retail-Internet
Finance-Investment Mgmt
Retail-Major Disc Chains
Financial Svcs-Specialty
Retail-Specialty
Medical-Research Eqp/Svc
BX
TEAM
AMAT
ADBE
FB
LLY
DE
TTD
BSY
TECH
AXON
YETI
PAYC
CDNS
IQV
MSFT
CHTR
CPRT
ISRG
ODFL
EXR
MSI
NOW
PSTG
EW
KLAC
INTU
MS
TMO
SCHW
MTZ
PANW
BAC
ETSY
BLK
COST
TW
ULTA
SYNH
Number of funds buying
E
R
P
P
Price
S
S
E
125.73
367.06
135.13
663.70
379.38
258.29
378.03
80.05
64.49
499.14
181.87
99.34
488.90
163.48
259.73
301.88
816.66
144.32
1,053.56
288.72
186.91
244.22
643.64
25.83
117.18
339.96
566.11
104.43
554.95
72.85
91.44
461.04
41.75
216.26
943.29
455.49
87.01
387.31
92.78
96
94
89
87
84
92
83
81
92
92
91
91
90
86
86
84
81
81
88
81
92
87
84
89
86
80
91
91
80
86
80
91
80
87
83
81
81
84
81
Total
mil $ Company
inv
85 19 12 269
87 263 12 78
92 22 30 474
94 58 38 665
97 29 48 1369
88 33 33 1037
97 22 20 193
99 98 16 132
87 81 7 394
87 75 12 97
88 92 14 41
88 42 10 306
89 123 14 15
93 51 23 146
93 32 28 71
94 38 49 2232
97 42 11 133
97 43 25 119
89 77 26 228
96 40 18 56
84 0 17 109
89 28 19 166
92 121 28 610
86 95 13 105
89 54 16 97
95 24 22 308
83 59 27 391
83 14 13 350
94 22 41 699
87 26 26 469
93 16 10 166
81 75 16 91
92 14 23 1080
84 63 29 426
85 25 17 577
86 40 23 224
86 61 10 286
82 28 19 139
80 24 22 281
AbbottLab
AFLAC
AveryDennsn
Brunswick
BioRad
BadgerMeter
CrownHldg
CarlisleCos
Moodys
Domtar
Equifax
Eaton Corp
McKesson
NextEra Enrg
Genesco
GenDynamics
GeneralElec
WR Grace
HillRom
Eastgroup
IntlPaper
Kroger
Lowe¡¯s
CVS Health
MarshM
Motorola
TenetHlthcr
WellsFargo
Firstenergy
AmerFncl
P?zer
Aon
RockwellAuto
SealAir
ShrwnWlms
Service
Sensient
West Pharma
AmerIntlGrp
Matson
Net number selling
Number of funds buying
Number of funds selling
Symbol Industry group
ABT
AFL
AVY
BC
BIO
BMI
CCK
CSL
MCO
UFS
EFX
ETN
MCK
NEE
GCO
GD
GE
GRA
HRC
EGP
IP
KR
LOW
CVS
MMC
MSI
THC
WFC
FE
AFG
PFE
AON
ROK
SEE
SHW
SCI
SXT
WST
AIG
MATX
Medical Diversi
Insurance Acc H
Of?ce Supplies
Leisure Product
Medical Researc
Machinery Gen I
Containers Pack
Diversi?ed Ope
Comml Svcs Mark
Paper Paper Pro
Financial Svcs
Diversi?ed Ope
Medical Whlsle
Utility Electri
Retail Apparel
Aerospace Defen
Diversi?ed Ope
Chemicals Speci
Medical Systems
Finance Propert
Paper Paper Pro
Retail Super Mi
Retail Whlsle B
Retail Drug Sto
Insurance Broke
Telecom Consume
Medical Hospita
Banks Money Cen
Utility Electri
Insurance Prop
Medical Ethical
Insurance Broke
Electrical Powe
Containers Pack
Chemicals Paint
Funeral Svcs Re
Food Misc Prepa
Medical Supplie
Insurance Diver
Transportation
39
16
24
19
19
3
14
9
18
7
20
20
35
35
6
19
18
6
10
10
16
21
42
16
23
21
10
27
11
16
27
24
25
13
37
13
5
27
19
10
37
8
13
12
16
1
11
5
13
1
15
18
16
18
4
10
15
4
8
7
8
8
17
14
18
15
7
20
8
7
17
9
10
11
13
2
3
11
10
6
2
8
11
7
3
2
3
4
5
6
5
2
19
17
2
9
3
2
2
3
8
13
25
2
5
6
3
7
3
9
10
15
15
2
24
11
2
16
9
4
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
Delaware A GrwEquity
EdgeWood GrwthInstl
Sit Funds LgCpGr
Provident Strategy
Amana GrwthInvstr
ProFunds Inv LrgCapGr
Fidelity Magellan
Rydex H S&P500PuGr
InvstHouse InvGrowth
Carillon Family CapitalAppA
AMG Funds GrowthN
BNY Mellon TxMngedGrwt
MFS Funds A GrowthA
Schwab LrgGrowth
Buffalo Funds LargeCap
PgimInvest GrowthA
Alger InvestingA
Vanguard GrwtIndxInv
MEEHAN Focus
Alger Income&Gr
BlackRock Instl LrgeCapInst
Commerce ComGrowth
Victory DivrsStkA
Franklin Mutual GrOppAdv
Principal Investors GrowthIInst
Victory SpecValA
Govt St Equity
Sterling Capital SpecialIn
Virtus Funds I LargeGrI
Bridges BridInvst
GoldmnSachs In USEqInsight
BlackRock A Exchange
Lazard Instl USEqSlct
Gabelli AAA GrowthAAA
Glenmede StrategicEq
59 Wall St GrowthInst
PriceFds USLgCapCore
MFS Funds A BlenResEq
Wells Fargo Ad DisUSCor
59 Wall St ChaseGrN
BNY Mellon USEqFdZ
Schwab CoreEquity
ProFunds Inv Nasdaq100
Leuthold SelectInd
WillInveTru Equity
Guidestone EqInvestor
PgimInvest LgCpCoreEqA
GoldmnSachs A StrucTaxMgd
Mairs & Power GrowthInv
Principal Investors CapApprecA
FICGX
EGFIX
SNIGX
PROVX
AMAGX
LGPIX
FMAGX
RYAWX
TIHGX
HRCPX
MCGFX
DTMGX
MFEGX
SWLSX
BUFEX
TBDAX
SPEGX
VIGRX
MEFOX
AIGOX
CMVIX
CFGRX
SRVEX
FRAAX
PLGIX
SSVSX
GVEQX
BOPIX
STCAX
BRGIX
GSELX
STSEX
LZUSX
GABGX
GTCEX
CHAIX
TRULX
MUEAX
EVSYX
CHASX
DRTHX
SWANX
OTPIX
LSLTX
JAMEX
GGEZX
PTMAX
GCTAX
MPGFX
CMNWX
+5
+3
+4
+4
+4
+4
+4
+5
+4
+4
+3
+3
+4
+4
+4
+4
+4
+4
+4
+3
+3
+3
+4
+4
+2
+4
+3
+2
+4
+3
+3
+3
+2
+4
+3
+4
+3
+3
+3
+4
+3
+3
+4
+2
+3
+3
+3
+3
+3
+3
+15
+17
+14
+9
+14
+14
+13
+19
+13
+12
+11
+10
+13
+13
+12
+13
+12
+13
+8
+9
+12
+12
+9
+15
+13
+8
+9
+8
+13
+10
+8
+8
+7
+14
+8
+8
+7
+7
+8
+8
+11
+7
+14
+3
+7
+11
+6
+8
+8
+9
+27
+25
+24
+24
+23
+23
+23
+23
+23
+22
+22
+22
+22
+22
+22
+22
+22
+21
+21
+21
+21
+21
+21
+21
+21
+21
+21
+21
+21
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
+20
A
A+
A+
A
A+
A
A
AA+
A
A+
A
A+
A
A
A+
A
A+
A
AA
A
B+
A+
A+
B+
A
AA+
A
B+
AAA+
B+
B+
AB+
AB+
A
B
A+
B+
A
A
B
B
AA-
Schwab S&P500Idx
Wilshire Funds LrgCoGrtInv
Invesco Funds A RisingDivs
Northern StockIndex
PriceFds EqIndex500
Parnassus CoreEqInv
PgimInvest StockIdxZ
DWS Funds Instl Eq500Idx
Fidelity EnhancedIdx
Leavell MidCap
Asset Mgmt Fds LrgEquity
GoldmnSachs A GrowthA
PriceFds InstlLgCore
Guidestone EqIdxInvstr
Principal Investors IndexJ
BNY Mellon S&P500Idx
Blackrock StockIndex
Legg Mason A S&P500Idx
Thrivent Funds A GrowthA
Midas Magic
Oak Associates SelectGrwth
ClearBridge Inv DivStrtegyA
SEI Port TxMgdLgCpF
PriceFds TaxEf?cEqt
Vanguard LargeCapInv
Marathon ValPort
Eaton Vance A TaxMgdMulti
Legg Mason Partners ApprecatnA
Nuveen Cl I LgCapSel
Sit Funds DivGrowthI
BNY Mellon LgCapEqI
Davenport Funds Core
PaysonFnds TotalRet
JP Morgan Instl USEquity
BARRETT FUND Growth
Century Funds SmallSel
DWS Funds A CoreEquity
Pioneer A CoreEquity
Schwab 1000Index
Kinetics CrpRestInst
Optimum Instl LrgCpGrow
Integrity Mutual Growth&IncA
Victory LargeCapGrA
Guidemark LgCpCoreSvc
LKCM Funds EqtyInstl
Dimensional SustUSCor1
LKCM Funds Value
Victory MidCoreGr
PriceFds TotEqMktIdx
FidelityMgmt Growth
Performance
Last Last Rtg
Last 3
6
36
Symbol mth mos mos mos
SWPPX
DTLGX
OARDX
NOSIX
PREIX
PRBLX
PSIFX
BTIIX
FLCEX
GVMCX
IICAX
GGRAX
TPLGX
GEQZX
PSPJX
PEOPX
HSTIX
SBSPX
AAAGX
MISEX
WOGSX
SOPAX
TMLCX
PREFX
VLACX
MVPFX
EACPX
SHAPX
FLRYX
SDVGX
DLQIX
DAVPX
PBFDX
JUESX
BGRWX
CSMCX
SUWAX
PIOTX
SNXFX
LSHUX
OILGX
IGIAX
VFGAX
GMLGX
LKEQX
DFSIX
AQEIX
MGOYX
POMIX
FDGRX
+3
+3
+2
+3
+3
+3
+3
+3
+3
+3
+2
+4
+4
+3
+3
+3
+3
+3
+3
+2
+4
+2
+3
+3
+3
+2
+3
+2
+2
+2
+3
+3
+2
+3
+3
+3
+2
+3
+3
-4
+3
+2
+2
+3
+2
+3
+3
+3
+3
+5
+8
+11
+8
+8
+8
+8
+8
+8
+7
+8
+7
+14
+13
+8
+8
+8
+8
+8
+13
+5
+8
+5
+6
+13
+8
+7
+12
+6
+5
+6
+9
+9
+7
+8
+11
+8
+7
+6
+8
-2
+10
+7
+14
+8
+7
+7
+8
+8
+7
+13
+20
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+19
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+18
+17
+17
+17
AA
BAAA
AAAAB+
A+
A
AAAAAA+
AB+
B+
B+
A+
AB+
A
AB+
B+
AB+
A
A
A
A
B+
AAAA
AA
AAAAB+
AA+
Top Industry Funds
Mutual fund
Virtus Funds A Df&PlRlESes
AMG Funds RealEstateN
GoldmnSachs In RealEstSecs
Fidelity Adv I RealEstate
PriceFds RealEstate
Morgan Stan Ins USRealEstI
Aberdeen RltyInc&Gr
Fidelity ConsumerFin
Pioneer A RealEstate
TIAA-CREF FUNDS RealEstate
Schwab HealthCare
World RealEstVal
Performance
Last Last Rtg
Last 3
6
36
Symbol mth mos mos mos Mutual fund
PHRAX
MRESX
GREIX
FHEIX
TRREX
MSUSX
AIGYX
FSVLX
PWREX
TRRPX
SWHFX
HLRRX
+3
+2
+2
+2
+1
+2
+2
+3
+3
+2
+3
+2
+11
+10
+11
+10
+10
+9
+10
+4
+13
+8
+11
+7
+28
+27
+27
+26
+26
+24
+24
+24
+23
+23
+21
+21
B
C+
C+
CD
E
C+
B+
C
B+
B
C+
Rydex Dyn FinclSvc
Kinetics Medical
Northern MltMgrGlbRE
Eaton Vance A HealthSciA
Vanguard Admiral FinIndx
Oak Associates TechSelect
PgimInvest JnsnFinlSrv
Russell Funds S RealEstate
Cohen & Steers GlblRltyA
ABFunds ADV GlbReEstInv
Rydex Investor HealthCare
PgimInvest GlbRealEstA
Performance
Last Last Rtg
Last 3
6
36
Symbol mth mos mos mos
RYFIX
MEDRX
NMMGX
ETHSX
VFAIX
ROGSX
PFSAX
RRESX
CSFAX
AREAX
RYHIX
PURAX
+4
+4
+2
+3
+5
+3
+6
+1
+2
+2
+2
+2
+4
+15
+8
+10
+2
+10
+6
+6
+6
+6
+11
+7
+21
+21
+20
+19
+19
+19
+19
+18
+18
+18
+18
+18
BBCB+
BA
B+
D+
C+
D+
B+
C-
Mutual fund
Performance
Last Last Rtg
Last 3
6
36
Symbol mth mos mos mos
Boston & Walden Balanced
1919 Inv Counsel SclRespBalA
Schwab MktTrkAlEqt
Hartford HLS IA Balanced
Franklin Temp AllocationA
Paci?c Funds OptimAgrGrA
Franklin A AllocationA
Alger Balanced
Buffalo Funds FlexInc
Calamos IncomeA
Fidelity AsstMgr85%
Oakmark I Equity&Inc
TebergFnds Teberg
Mairs & Power Balanced
Frank/Tmp Mutual Z SharesZ
Principal Investors GrowthA
USAA TarRet2050
Principal Investors LT2050Instl
Transamerica A MultMgdBal
AmerCent OneChVryAgr
WSBFX
SSIAX
SWEGX
HADAX
FTCOX
POEAX
FGTIX
ABLOX
BUFBX
CVTRX
FAMRX
OAKBX
TEBRX
MAPOX
MUTHX
SAGPX
URFFX
PPLIX
IBALX
AOVIX
+2
+3
+2
+2
+2
+3
+2
+2
+1
+2
+2
+1
+2
+1
+2
+2
+2
+2
+2
+2
+7
+8
+4
+4
+6
+5
+5
+6
+3
+6
+5
+1
+5
+4
0
+4
+3
+4
+5
+5
+15
+14
+14
+14
+14
+14
+14
+13
+13
+13
+13
+13
+13
+13
+13
+13
+13
+13
+12
+12
BB+
C+
BB+
B+
BC+
D+
AB+
C+
ABDBC+
B+
BB+
Mutual fund
Performance
Last Last Rtg
Last 3
6
36
Symbol mth mos mos mos
Lawson Balanced
Fidelity Balanced
PriceFds Retire2055
Madison Funds DiversIncA
Schwab Target2040
LKCM Funds Balanced
Paci?c Life Funds OptimA
Dodge&Cox Balanced
J Hancock A Balanced
Delaware A DividendInc
Touchstone BalancedA
Tributary BalInst
Westwood WestwoodBal
Principal Investors LT2040Inst
JP Morgan A InvGrowth
Schwab Balanced
Delaware A TotalReturn
Fidelity Adv Free A Adv2040M
WesMark Funds Balanced
Putnam A AsstAllBal
LKBLX
FBALX
TRRNX
MBLAX
SWERX
LKBAX
PODAX
DODBX
SVBAX
DDIAX
SEBLX
FOBAX
WEBAX
PTDIX
ONGAX
SWOBX
FITRX
FTFFX
WMBLX
PABAX
+1
+2
+3
+1
+2
+1
+2
+2
+2
+1
+2
+2
+1
+2
+2
+2
+1
+2
+2
+2
+1
+5
+4
+2
+4
+5
+4
+1
+6
+3
+5
+5
+4
+4
+3
+5
+3
+3
+3
+5
+12
+12
+12
+12
+12
+12
+12
+12
+12
+12
+12
+12
+12
+12
+12
+12
+11
+11
+11
+11
C+
B+
B+
C+
C+
BBC+
BD+
B+
BD+
BB+
C+
D+
B+
CC-
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
VALIC Company In?Prot
Legg Mason I In?PlBdI
Hartford A In?Plus
Federated Hermes A RetrnBDA
JP Morgan Selct HighYield
TIAA-CREF Instl Ret InfLkdBd
Osterweis Capital StratInc
Payden Funds HighIncome
Calamos HighIncA
AmerCent ShrtInfPrA
Touchstone FlexIncY
Fairholme Focused
Touchstone HighYieldA
USAA HiInc
Putnam A HighYieldA
Franklin A HighInc
MainStay A HighYldCp
Natixis HighIncA
Federated Hermes A HiIncBond
Thrivent Funds A HighYield
Harbor HiYldInstl
Victory HighYldA
Buffalo Funds HighYield
DWS Funds A HighIncome
TCW HiYieldBd
USAA IntmTrmBd
Mainstay I MacTtlRtBnd
USAA Income
Hartford A StratIncA
FrostFunds FrTRBndInst
Permanent Port VersatileBd
Morgan Stan Ins InvGrdFxInI
Manning & Napier CorePlusBnd
Victory MunderY
Thrivent Funds A OppIncmPlus
Dimensional ExtndQltyI
Parnassus FixedInc
Payden Funds CoreBond
Touchstone ActiveBdA
SegalBryt PlusBondRet
Janus Henderson FlexibleBd
Manning & Napier CoreBond
Harbor BondInstl
ACITX
PIPIX
VCTPX
WAIIX
HIPAX
RRFAX
OHYFX
TIKRX
OSTIX
PYHRX
CHYDX
APOAX
MXIIX
FOCIX
THYAX
USHYX
PHYIX
FHAIX
MHCAX
NEFHX
FHIIX
LBHYX
HYFAX
GUHYX
BUFHX
KHYAX
TGHYX
USIBX
MTMIX
USAIX
HSNAX
FIJEX
PRVBX
MPFDX
EXCPX
MUCYX
AAINX
DFTEX
PRFIX
PYCBX
TOBAX
WTIBX
JAFLX
EXCRX
HABDX
0
0
0
0
0
0
0
0
+1
0
0
0
0
-1
+1
0
+1
0
0
+1
0
+1
0
0
0
0
+1
0
0
0
+1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
+3
+3
+3
+3
+2
+2
+2
+2
+2
+2
+2
+1
+2
-4
+2
+2
+2
+2
+2
+2
+2
+2
+2
+1
+1
+2
+2
+2
+2
+2
+2
+1
+1
+3
+1
+2
+1
+3
+2
+2
+2
+2
+2
+2
+2
+6
+6
+5
+5
+5
+5
+5
+4
+4
+4
+4
+4
+4
+4
+4
+4
+4
+4
+4
+4
+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
DDDDDDDDDD
DE
DE
DE
DDDDDE
DD
D
DD
D
DDD
E
D
D
E
E
E
D
DE
DDDDD-
MatrixAdvisors AdvVal
Goodhaven Funds GoodHavn
Northern IncomeEq
Sterling Capital EquityIncA
Legg Mason I ClrBdgLrgCp
MFS Funds A ValueA
Franklin Temp EquityIncA
Hillman Funds NoLoad
PriceFds Value
Aegis Funds ValueI
PriceFds ValueAdv
Fidelity Value
Schwab USLrgIdx
JP Morgan A Growth&Inc
Fidelity Adv A Value
Fidelity ValDisc
Principal Investors MidValI
Lazard Instl WindsrIIInv
Victory EstblshValR
AmerCent DiscplndCor
Nicholas EquityIncI
Fidelity EqtyInc
Fidelity ValueStrat
Eaton Vance A TaxMgdVal
Diamond Hill Funds LrgCap
Wells Fargo Ad C&BLrgVal
Praxis ValueIdxA
Fidelity MdCpEnhIdx
Fidelity LowPrStk
Fidelity SmlVal
Columbia A DvrsEqInc
Fidelity Adv A SmlCpVal
Ariel Mutual Fds Inv
Al Frank Funds AlFrkInv
Columbia Z MidCapVal
Amer Cent Inv SmCpValue
FPA Funds QRSmlCapVal
Royce OpportInv
Performance
Last Last Rtg
Last 3
6
36
Symbol mth mos mos mos
MAVFX
GOODX
NOIEX
BAEIX
SAIFX
MEIAX
FISEX
HCMAX
TRVLX
AVALX
PAVLX
FDVLX
SFLNX
VGRIX
FAVFX
FVDFX
PVMIX
VWNFX
GETGX
BIGRX
NSEIX
FEQIX
FSLSX
EATVX
DHLAX
CBLLX
MVIAX
FMEIX
FLPSX
FCPVX
INDZX
FCVAX
ARGFX
VALUX
NAMAX
ASVIX
QRSVX
RYPNX
+3 +6 +21
+4 +4 +19
+3 +6 +19
+2 +3 +18
+2 +3 +18
+3 +3 +18
+2 +4 +18
+1 +2 +18
+3 +4 +17
-1 -10 +17
+3 +4 +17
+2 0 +17
+2 +2 +17
+2 +2 +16
+2 0 +16
+2 +1 +16
+2 +2 +16
+2 +4 +16
+2 +1 +16
+3 +3 +16
+2 +2 +16
+3 +3 +16
+3 0 +16
+3 +4 +15
+2 +2 +15
+1 0 +14
+2 +2 +14
+3 +4 +14
+1 0 +14
+3 -1 +14
+2 0 +14
+3 -1 +14
+2 +1 +13
+2 0 +13
+1 -1 +11
+1 -2 +11
+2 +1 +9
0 -2 +7
ABB
B+
B
BBAB+
AB+
B
B+
BB
BBB+
B
BB
BB
BB
B
BB
BBBBBBBB
BB+
................
................
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