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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