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11 WAYS TO CASH IN ON HIGH R ATES • PAGE 14
VOL. CIV
>
NO. 27
Wall Street’s
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product:
Options that
expire in a day.
What could
go wrong?
PAGE 18
JULY 1, 2024
$5.00
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E
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D AY TRADING
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07.01.24
VOL.CIV NO.27
P. 18
P. 12
P. 23
Day Traders Flock to
Zero-Dated Options
The Digital Health Revolution
Tech Trader: A Final
Round of Musings
Cover Story: Betting on intraday
market moves has taken off among
investors chasing lottery-like
payouts. That could spell trouble.
Wearable medical monitors from Apple, Garmin, iRhythm, and other companies bring
new meaning to the term “watching your health.” Here’s how these devices could factor
into the future of healthcare—and what their limitations are. By BILL ALPERT
As our columnist bids adieu to
Barron’s, he reflects on lessons
gleaned from 40 years of reporting
on technology and innovation.
By PAUL R. LA MONICA
By ERIC J. SAVITZ
P. 10
P. 26
Help Is on the Way for
the Housing Market
Trader: Summer Could
Put a Chill on Stocks
Mortgage rates would need to
decline by only about a percentage
point to get the market unstuck.
Builders are ready to get to work.
The lack of broad participation in
the rally is reason for concern.
By SHAINA MISHKIN
P. 29
P. 11
International: Brazil’s
Rally Isn’t Over
By JACOB SONENSHINE
Honeywell Stock
Could Surge 40%
A market pullback is producing
some bargains. Here are four
stocks to consider.
The industrial company was laid
low by the pandemic. Fatter profits
and smart acquisitions could help
it resume its winning ways.
By CRAIG MELLOW
P. 30
Striking Price: Pounce
on Politics-Driven Panic
By AL ROOT
P. 14
What to buy during stock swoons
triggered by election-related fears.
The 11 Top Sectors for
Income Seekers Now
By STEVEN M. SEARS
From dividend stocks and T-bills
to pipelines and REITs, here’s
where to score solid yields for the
second half of the year.
P. 55
Retirement: Cashing
In Some Nvidia Gains
By ANDREW BARY
P. 24
P. 6
P. 21
A Paralympian’s
Insights on Investing
Up & Down Wall Street:
Beyond the Mag 7
Funds: How to Latch
On to Silver’s Streak
Q&A: Blake Haxton, an analyst at
the top-performing Brandywine
Global High Yield fund, discusses
resilience amid unpredictability.
The craze for all things AI is
coming to software stocks such as
Adobe, Salesforce, and ServiceNow.
Plus, offsetting tech with oil stocks.
Silver is among this year’s bestperforming commodities, beating
gold and copper. Its link to AI
chips is one reason to own it.
By BEN LEVISOHN
By DEBBIE CARLSON
P. 8
P. 22
Streetwise: Can Rao’s
Save Campbell Soup?
Economy: Don’t Rely
on Distorted Jobs Data
Wall Street is warming up to
Campbell as the company spices up
its product mix. Plus, how cruises
could come to Disney’s rescue.
Discrepancies in labor-market
data might be explained by factors
such as immigration and remote
work. What it means for rate cuts.
By JACK HOUGH
By RANDALL W. FORSYTH
By AMEY STONE
Cover illustration by
Erik Carter
P. 54
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4
I N D EX
A Abbott Laboratories . . . . . . . . . . . . . . . . . . . . . . . 12
Abrdn Physical Silver Shares . . . . . . . . . . . . . . 21
Adobe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Agilysys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Alerian MLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,17
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,12,23
Altria Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,23
American Tower . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
A.P. Moller-Maersk . . . . . . . . . . . . . . . . . . . . . . . . . 9
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,12,18
AvalonBay Communities . . . . . . . . . . . . . . . . . . . 16
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B Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 16
Bitfarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
BP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Brandywine Global Corporate Credit . . . . . . 25
Brandywine Global High Yield . . . . . . . . . . . . . 24
British American Tobacco . . . . . . . . . . . . . . . . . . 16
Broadcom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
C Camden Property Trust . . . . . . . . . . . . . . . . . . . . 16
Campbell Soup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Citi Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Comerica . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Commvault Systems . . . . . . . . . . . . . . . . . . . . . . . 27
Corning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,55
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Coterra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
D D.R. Horton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Danone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Dell Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . 27
DexCom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Direcional Engenharia . . . . . . . . . . . . . . . . . . . . . 29
Disc Medicine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
DoubleLine Total Return Bond . . . . . . . . . . 16,17
Dream Finders Homes . . . . . . . . . . . . . . . . . . . . . 25
DuPont de Nemours . . . . . . . . . . . . . . . . . . . . . . . 11
E Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Energy Select Sector SPDR . . . . . . . . . . . . . . . . 7
Energy Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Enterprise Products Partners . . . . . . . . . . . . . . 16
EOG Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Equatorial Energia . . . . . . . . . . . . . . . . . . . . . . . . 29
Equity Residential . . . . . . . . . . . . . . . . . . . . . . . . . 16
Euronet Worldwide . . . . . . . . . . . . . . . . . . . . . . . . 27
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,16
F FCF US Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26,32
First Republic Bank . . . . . . . . . . . . . . . . . . . . . . . 54
First Solar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
First Trust Inst’l Pref Securities & Inc . . 16,17
Franklin Resources . . . . . . . . . . . . . . . . . . . . . . . . 24
G GameStop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Garmin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Global X Silver Miners . . . . . . . . . . . . . . . . . . . . . 21
GMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Greenfire Resources . . . . . . . . . . . . . . . . . . . . . . . 25
H Hewlett Packard Enterprise . . . . . . . . . . . . . . . 23
Honda Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Honeywell International . . . . . . . . . . . . . . . . . . . 11
I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23,27
Infinera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
International Paper . . . . . . . . . . . . . . . . . . . . . . . . 32
BARRON’S
Our index lists significant companies mentioned in stories and columns,
plus Research Reports, and Corrections & Amplifications. The references
are to the first page of the item in which the company is mentioned.
Invesco S&P 500 Equal Weight . . . . . . . . . 26,55
iRhythm Technologies . . . . . . . . . . . . . . . . . . . . . 12
iShares 0-3 Month Treasury Bond . . . . . . . 16,17
iShares 1-3 Year Treasury Bond . . . . . . . . . 14,17
iShares 20+ Year Treasury Bond . . . . . . . . 14,17
iShares 7-10 Year Treasury Bond . . . . . . . . 16,17
iShares Expanded Tech-Software Sector . . . . 6
iShares MBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,17
iShares MSCI Brazil . . . . . . . . . . . . . . . . . . . . . . . 29
iShares Preferred & Income Securities . . 16,17
iShares Russell 2000 Growth . . . . . . . . . . . . . . . 27
July 1, 2024
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iShares Silver Trust . . . . . . . . . . . . . . . . . . . . . . . 21
iShares TIPS Bond . . . . . . . . . . . . . . . . . . . . . 16,17
iShares US Home Construction . . . . . . . . . . . . 10
J Janus Henderson AAA CLO . . . . . . . . . . . . . . . 17
Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . 13,16
JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . 16,54
K KB Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Kinder Morgan . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Kura Sushi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
L Lennar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
M M&T Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Masimo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Matisse Discounted Bond CEF Strategy . . . 17
Meritage Homes . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . 6,23
Micron Technology . . . . . . . . . . . . . . . . 7,9,31,32,55
Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,17,23
Mid-America Apartment Communities . . . . . 16
Multiplan Empreendimentos Imobiliarios . . 29
N Nestle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,32
NiSource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Nvidia . . . . . . . . . . . . . . . . . . . . . . . 6,9,18,23,27,31,55
Lachlan Murdoch, Executive Chairman, News Corp
Rupert Murdoch, Chairman Emeritus, News Corp
Robert Thomson, CEO, News Corp Almar Latour, CEO, Dow Jones
O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . . 7
Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
EDITOR IN CHIEF David Cho
P PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Powell Industries . . . . . . . . . . . . . . . . . . . . . . . . . . 27
PPL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Prologis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
ProShares S&P 500 Dividend Aristocrats . . 30
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Q Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
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R Reaves Utility Income . . . . . . . . . . . . . . . . . . . . . 17
ResMed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Riot Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Rivian Automotive . . . . . . . . . . . . . . . . . . . . . . . . . 32
S Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 12
Santos Brasil Participacoes . . . . . . . . . . . . . . . . 29
Schwab International Dividend Equity . . 16,17
ServiceNow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Signature Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Silicon Valley Bank . . . . . . . . . . . . . . . . . . . . . . . . 54
Simplify MBS . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,17
Simply Good Foods . . . . . . . . . . . . . . . . . . . . . . . . 27
Southern Co . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Southwest Airlines . . . . . . . . . . . . . . . . . . . . . . . . . . 6
SPDR Bloomberg 1-3 Month T-Bill . . . . . . 16,17
Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
T Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Taseko Mines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Technology Select Sector SPDR . . . . . . . . . . . . 6
Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,9,55
Toll Brothers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
U U.S. Bancorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Ulta Beauty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . . 6
U.S. Global Jets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
V VanEck Semiconductor . . . . . . . . . . . . . . . . . . . . . . 6
Vanguard High Dividend Yield . . . . . . . . . . 16,17
Vanguard Mortgage-Backed Securities . . 16,17
Vanguard Real Estate . . . . . . . . . . . . . . . . . . . 16,17
Vanguard Short-Term Infl-Protectd Sec . 16,17
Verizon Communications . . . . . . . . . . . . . . . . . . . 14
Vestis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
W Walgreens Boots Alliance . . . . . . . . . . . . . . . . 6,32
Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Whirlpool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Williams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Y Yelp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
July 1, 2024
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BARRON’S
UP & D OWN WALL STREET
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The Mag 7 Trade Is
Aging. Buy Software
And Oil Stocks.
I
nvestors like to think of themselves as brave individuals,
forging their own path
through the markets. Such
individuality is getting harder
to defend.
In a perfect world, we’d be
rewarded for our stock-picking prowess, but in this one all you need is the
Magnificent Seven. Since the start of
2023, those stocks—Alphabet, Amazon.com, Apple, Meta Platforms,
Microsoft, Nvidia, and Tesla—have
returned more than 50%, beating the
“S&P 493” by 18 percentage points,
according to Warren Pies, co-founder
of 3Fourteen Research.
For the equal-weighted S&P 500,
where each stock counts the same toward the index’s performance, it’s been
even worse—it’s up just 27% during the
first 425 days of this bull market, about
half the S&P 500’s gain and a fraction
of its typical bull market return. “Narrow market leadership is another way
of referencing the awesome outperformance of the ‘Mag 7’ compared to the
rest of the market,” Pies writes.
For all you index-fund owners
reading this, that concentration of
performance isn’t an issue, at least not
yet. It is for stockpickers, though, and
they appear to have decided that the
solution for a concentrated market is
concentration. BofA Securities strategist Savita Subramanian notes that the
average large-cap fund has a third of
its portfolio in just five stocks, up from
26% in December 2022, while a quarter of all large-cap funds have more
than 40% of their portfolio in five
stocks, up from 5%. “Funds’ concentration risks have grown alongside the
BY BEN
LEVISOHN
benchmarks’,” she writes.
Many of the funds are concentrated
in the same stocks. That hasn’t been a
problem for large-cap core funds,
which are benchmarked to the Russell
1000 index. Their most overweighted
stocks—Meta, Eli Lilly, and Microsoft
among them—were a massive source of
outperformance in the second quarter,
according to Jefferies strategist Steven
DeSanctis. For large-cap growth funds,
by contrast, the 10 most crowded
stocks, which include Nvidia, Meta,
and Amazon, underperformed. They
gained an average of 8%, below the
Russell 1000 Growth index’s 8.6% rise.
Finding other options, though,
hasn’t been easy—and in some cases it’s
downright painful. Looking for “value”
in beaten-up stocks has too often been
July 1, 2024
Looking for “value” in beaten-up stocks has too
often been a way to lose money. Take Walgreens,
which was booted out of the Dow earlier this year.
a way to lose money. Take Walgreens
Boots Alliance. Six years ago, its
shares were seen as a solid bet, at least
by the folks at S&P Dow Jones Indices,
who added it to the Dow Jones Industrial Average, replacing General Electric, which had fallen on hard times.
Walgreens has since run into its own
difficulties and was booted from the
blue-chip benchmark earlier this year.
Heading into its earnings report this
past Thursday, it was hard to imagine
things getting much worse for the company, whose stock had fallen more than
80% from its 2015 high. With a new
CEO, Tim Wentworth, in place since
October, the focus had turned to strategy, not actual earnings or sales—or so
it was thought. And with shares trading at just over five times earnings before the announcement, any bad news
seemed to be priced in. But then Walgreens reported a profit of 63 cents a
share, below forecasts for 68 cents.
Worse than the miss, however, were
comments from Wentworth.
“We are at a point where the current
pharmacy model is not sustainable,
and the challenges in our operating
environment require we approach the
market differently,” he told investors.
Part of that approach will be closing as
many as a quarter of its stores. The
stock dropped 22% on Thursday and
now trades at 4.2 times earnings.
An Einstein-themed
artificial-intelligence
display at Salesforce’s Dreamforce
2023 conference in
San Francisco.
Airlines have typically been lousy
investments, but Southwest Airlines
was thought to be the exception. No
longer. The stock has dropped 21% in
the past 12 months, worse than the
6.2% decline in the U.S. Global Jets
exchange-traded fund, continuing a
slide following a disastrous holiday
season in 2022. Improvement is hard to
find. This past Wednesday, Southwest
said that its revenue per available seat
mile, an industry metric, would drop to
4%-4.5%, down from its previous guidance of 1.5%-3.5%. Maybe activist investor Elliott Investment Management,
which recently took a stake in the company, has an idea how to turn Southwest around, because we’re at a loss.
Even once-solid growth companies
have stumbled. Nike stock, a Barron’s
pick, tumbled 20% on Friday after the
company reported earnings following
Thursday’s close. The hope had been
that its new sneakers, combined with
the start of the summer Olympics,
would mean the end of a sales slump
that had helped knock its stock down
32% over the past three years.
Nike’s new products appear to be
selling. But its “lifestyle brands,” such
as Air Force 1, AJ 1, and Dunk, continue to slump. “Nike’s 4Q report indicated its fundamental trends are much
worse than we realized,” writes UBS
analyst Jay Sole. “Our key conclusion is
there will be no quick rebound for
Nike’s earnings.” Nike isn’t alone in
this group of once-steady growth
stocks. Others that have fallen on hard
times include Starbucks, UnitedHealth Group, and Ulta Beauty.
But if old favorites can’t be bought
on weakness, what can? Software
stocks, which had fallen out of favor as
artificial intelligence dominated the
market and investors’ imaginations,
look like a good bet. The iShares Expanded Tech-Software Sector ETF
has risen just 7.1% in 2024, nearly 11
points less than the 18% gain in the
Technology Select Sector SPDR
ETF and just a seventh of the 49% return in the VanEck Semiconductor
ETF. The concern is that all the spending on AI will shift dollars away from
software. Earnings season confirmed
some of those fears, with more than
half of the software stocks guiding
Marlena Sloss/Bloomberg
6
July 1, 2024
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To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
lower, according to Citigroup data.
But software has started looking healthier. The Software ETF gained 11% in June,
better than the Technology Select Sector
SPDR’s 7.7% rise or the 4.3% advance in the
iShares Semiconductor ETF. That outperformance should continue, argues Seaport
Global strategist Victor Cossel. For evidence, he points to the dramatic responses
to Adobe’s earnings on June 13—the stock,
which had been seen as an AI loser, jumped
14% on June 14—and Micron Technology’s on June 27, when the stock dropped
7.1% despite what seemed like a perfectly
adequate quarter.
That’s a sign that market sentiment toward software may have started to shift,
especially as investors begin to identify
companies that can benefit from AI, including Adobe, Salesforce, and ServiceNow.
“We think the inflection for software stocks
is more than just a short-term sentiment
swing,” Cossel writes.
Let’s hope so. It can’t be the same stocks
all the time, can it?
O
il and water may not mix, but
oil and tech stocks could be a
perfect combination.
By now, we all know that Big
Tech has been the driver of this bull market’s big gains. In fact, the stocks have been
so strong that it feels like looking for diversification is a fool’s game. Who needs anything else when the Technology Select Sector SPDR ETF has returned 41% since the
market’s November 2022 bottom, beating
the S&P 500 by 35 percentage points? But
nothing goes up forever, and now, with the
sector making up a third of the market and
trading near its highest valuation in more
than 20 years, spreading the bets seems like
a decent idea.
Oil stocks may be the perfect complement. Yes, they’ve been downright mediocre
this year, with the Energy Select Sector
SPDR ETF rising just 8.7% in 2024, well
below the S&P 500’s 15% gain. What’s
more, the group’s market capitalization is
just $1.7 trillion, or only slightly more than
half of Nvidia, Apple, or Microsoft. And
with even the largest stock in the group,
Exxon Mobil, sporting a relatively small
market value of $500 billion, it almost feels
like ignoring energy would seem to have
little risk at the cost of no great reward.
It would be a mistake. Oil stocks are perhaps the closest thing there is to an antitech trade. Since the market’s bottom in
2022, the Energy ETF has had almost no
correlation to the Technology Select Sector
SPDR or VanEck Semiconductor ETFs, and
it has had a negative correlation to both in
June, rising when tech falls and falling
when it rises. And that could prove very
BARRON’S
useful if tech starts to tank. “Obviously Energy’s weight is so small that this would do
little to cushion the broad market, but for
those that can play it, we think it’s worth a
look here,” writes Jonathan Krinsky, BTIG’s
chief market technician.
And energy stocks are acting like they
want to make a run as well. Krinsky notes
that despite dropping 10% from April’s
peak to June’s trough, the Energy ETF has
held its 200-day moving average near $88,
a comfort for investors worried about further downside ahead. If the ETF can break
through resistance in the $91 to $92 area, it
“would suggest a new up leg was beginning, with a target back into the high
$90s,” he writes.
Of course, more than the technicals need
to line up for energy stocks to rally. The
most important is the price of oil, which
needs to at least hold steady, if not rise even
more. WTI crude, the U.S. benchmark, has
had a decent run since trading as low as
$73.25 on June 4, gaining 10% to $80.66
since then. And there’s good reason to think
that the rally can continue. J.P. Morgan
strategist Natasha Kaneva and team note
that demand for oil continues to be strong,
with refineries running at full speed, just as
seaborne exports of oil from OPEC are hitting their lowest level in two years. If they
are right, Brent crude, the European benchmark, should average $84 in the third quarter of 2024, with a peak of $90 hit sometime
in August or September.
That would be very bullish for the Energy Select ETF and for oil stocks that have
held their 200-day moving averages during
the recent pullback. They include Coterra
Energy, EOG Resources, and Occidental
Petroleum, a Warren Buffett favorite.
Exxon falls into that group as well, and it
looks particularly attractive. On Tuesday,
UBS analyst Josh Silverstein named it the
“best stock to own...for the next five years”
across his coverage area. The reason is quite
simple: Exxon should be able to grow its
earnings and return capital without oil
prices rising.
Part of that is due to strength in refining,
the $5 billion of cost reductions the company is planning, new oil projects that could
add $4 billion to earnings, a strong balance
sheet that will allow it to continue paying a
dividend and buying back shares, and even
its investments in low carbon that could add
to profits starting in 2028. Ultimately, that
could push the stock to $154, up 35% from a
recent $114.41, even if it trades at an undemanding 10 times free cash flow, the stock’s
historical average.
And that’s not something you can say
about Big Tech. B
email: ben.levisohn@barrons.com
7
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Portfolio
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8
BARRON’S
July 1, 2024
ST R E E T W I S E
If you had bought Campbell Soup shares a decade
ago, you would have made 33%, including dividends, versus the S&P 500’s 236%.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
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Campbell Stock Is in
The Soup. Can Rao’s
Tomato Sauce Save It?
I
n terms of investment buzz,
the opposite of artificial intelligence might be canned soup.
Demand has drifted lower
over decades. Young consumers prefer digitally ordered,
drive-through burritos. Families want scratch cooking that can
stretch a paycheck.
Best case for Big Soup: That casserole recipe will call for a can of broth.
But single-serve, ready-to-eat varieties are out of favor. I personally still
enjoy the familiar fla-glop of split pea
or clam chowder sliding from can to
saucepan. But I seem to be part of a
dying breed—and I don’t just mean
because of the 1500 milligrams of
sodium.
There was a rush for canned goods
during the Covid-19 pandemic, but
lockdowns lifted, inflation bit, and
families ate through their pantries for
savings. A hot 2022 for Campbell
Soup stock gave way to a dismal 2023.
To date, those shares have underperformed the stock market over just
about every time horizon. If you had
bought them a decade ago, you’d have
made 33%, including dividends, versus 236% for the S&P 500.
So why is Campbell stock slowly
gaining fans? A year ago, it was one of
the least loved names on Wall Street,
with just one analyst in a poll of 19 by
FactSet recommending a purchase of
the shares. In the same poll today, five
in 24 are bullish. Investment bank
D.A. Davidson initiated coverage at
Buy back in February. This past week,
J.P. Morgan upgraded Campbell to
Overweight for the first time in 15
years. Analysts at both firms focused
BY JACK
HOUGH
on the potential for a newly acquired
sauce brand called Rao’s—more on
that in a moment.
Campbell traces its roots to just
after the Civil War, when a New Jersey
produce wholesaler named Joseph
Campbell went into business with a
local packing specialist. The company
launched Beefsteak Tomato soup in
jars, then almost immediately invented a condensing process that allowed for cans.
Early dealmaking was sparse, but
the pace has picked up. Many decades ago, Campbell bought Franco
American canned pasta, V-8 vegetable juices, and Pepperidge Farms
breads and snacks, known today for
Goldfish crackers and Milano cookies. In 2017, it added Pacific Foods for
organic soups, and the following year
it made its biggest purchase: Snyder’s-Lance snacks, maker of Pop
Secret popcorn and Kettle and Cape
Cod potato chips. In 2019, a new CEO
took over.
Just last year, Campbell Soup
bought Sovos Brands, and that’s
where Rao’s comes in. For those who
are unfamiliar, there’s a restaurant in
East Harlem known mostly for having no tables available, ever. It’s
called Rao’s, and the problem is
mathematical, really. There are only
six booths, four large tables, and a
two-top, according to a New Yorker
essay last year by a writer who was
turned away. The seats are said to be
controlled by locals and long-timers
using something of a timeshare system. New Yorkers love a meal they’re
not entitled to even more than one
they can’t afford.
Rao’s has parlayed its off-limits
reputation into more accessible locations in Los Angeles and Miami, but
palookas like me know the name
mostly for its sauce. I started seeing it
in stores back in the 1990s, when I
lived in Queens. It was cheap and
tasty. Today it’s just tasty. In 2017, a
former packaged-food executive
started Sovos for the purpose of buying niche brands like Rao’s and expanding them to new products and
stores, with, ideally, higher prices. So
you might have seen Rao’s pastas,
soups, and sauces at your local food
mart, and Walmart at last glance gets
$8.52 for a jar of the marinara.
J.P. Morgan reckons that Sovos
sales will grow by a midteens percentage over the first year of Campbell ownership, slowing to 10% by
fiscal 2026. In packaged food, growth
rates that high are rare. It will help
make up for some ugly numbers elsewhere. Sauces and soups are part of
the same Meals and Beverages reporting category at Campbell. JPM
predicts that sales of legacy products
like soups, V-8, and Prego sauces will
decline by 0.5% a year. Snacks, which
BARRONS.COM/PODCASTS
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In a weekly podcast by Barron’s, columnist Jack Hough looks
at the companies, people, and trends you should be watching.
This is Wall Street like you’ve never heard before. Subscribe
to Barron’s Streetwise on Spotify, Apple Podcasts,
or your favorite listening app.
were supposed to be a growth leader,
are slumping, and no one quite
knows how big of a role new obesity
medications, which sap cravings, are
playing. Campbell management puts
total revenue growth at 3% to 4% this
year, or not counting dealmaking,
down 1% to flat.
Consolidating factories and adding
automation can help drive profit margins higher. Longer term, management is targeting 2% organic sales
growth, and 6% to 8% earnings per
share growth.
“We are not upgrading CPB because we see significant upside to consensus estimates; it’s because we have
increased confidence that estimates
can be hit,” wrote JPM. It’s not quite a
stirring call to action, but with Campbell at 14 times earnings, and the S&P
500 index pushing 23 times, it’s worth
noting. The saucier pays a 3.3% dividend. JPM sees 15% remaining upside
for the share price.
I
f a barely bullish case on soup
isn’t sufficiently steamy, how
about a growth footnote on struggling Walt Disney? Worse? Fair
enough—I’ll keep it short. Yes, legacy
show business is shrinking, and
streaming is only flirting with profitability. But nearly two-thirds of profits
today come from the company’s Experiences division, which includes the
parks. Unfortunately, investors are
growing worried about a slowdown
there, too.
UBS would like to remind us that
Experiences also includes cruise lines.
There, Disney has modest market
share but leading margins. And it’s
launching three new ships in the coming years, doubling its berths by 2025.
This expansion amid healthy cruise
demand offsets park slowdown risk,
argues UBS, and should help lift Experiences operating profit by 8% a
year through fiscal 2027.
Nice to know, although the free
cash geysering out of Netflix seems
like the bigger long-term menace. Disney trades at 22 times earnings. UBS
predicts a climb to $130 a share from
$102. B
email: jack.hough@barrons.com
July 1, 2024
BARRON’S
R E V IEW & PREV IEW 39,118.86
Shipping’s
Cost Crisis
Illustration by Elias Stein
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To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Dow Industrials: - 31.47
Global shipping is at least five times as expensive
as it was in 2023, with container rates from Asia to
Europe jumping to about $8,000 per 40-foot container, up from an average of $1,500 last year, says
Jefferies analyst Omar Nokta. The big reason: continuing Houthi attacks in the Red Sea.
Shippers heading from Asia to Europe are sending vessels around Africa instead, adding several
weeks to the trip. The delays have hit apparel makers and auto makers, among others. Earlier this
year, Tesla temporarily suspended some production in Germany because of shipping delays.
Analysts say rates should fall as more ships are
built. Shipping leader A.P. Moller-Maersk said in
February that “eventually the oversupply in shipping capacity will lead to price pressure and impact
our results.” That hasn’t materialized. Instead, shippers have created “hubs” to move goods more efficiently around the Red Sea. But hubs in Singapore
and Spain have spawned new congestion as ships
are loaded and unloaded, Nokta writes.
Other problems have emerged, including a container shortage. In the U.S., a strike by East and
Gulf Coast dockworkers looms; the current contract expires at the end of September. The shipping
surge could also boost inflation just as numbers
have been trending in the right direction. Shipping
rates today are about half those of the pandemicera peak, but they could still mean higher costs as
the holidays approach. — Avi Salzman
Taking the Long Way
Global container rates are surging
again. Rates from Asia to Europe are
twice the global average.
40-Foot Container
$4,500
4,000
3,500
3,000
2,500
2,000
1,500
Jan. 2024
Mar.
May
Source: Statista
Rough Seas
Stocks of the major shippers soared
during the pandemic, then receded
as shipping rates fell. Now they're
rising again.
A.P. Moller-Maersk
Hapag-Lloyd
9
603.01
Dow Global Index: + 0.39
Sign up for the Review &
Preview daily newsletter at
barrons.com/reviewpreview.
LAST WEEK
TH IS WEEK
Markets: Nvidia continued its race
from the previous week’s peak, falling
7% on Monday, then rallied; fellow
chip maker Micron Technology then
took a hit. The yen hit its lowest level
against the dollar in 38 years. A key
inflation figure didn’t budge in May. On
the week, the Dow industrials and the
S&P 500 both fell 0.1%, and the Nasdaq was up 0.24%. The S&P rose 14.5%
for the first half, the Nasdaq, 18.1%.
Monday 7/1
Companies: KKR, CrowdStrike, and
GoDaddy joined the S&P 500. Reuters
reported that prosecutors want to
bring criminal charges against Boeing
over its two fatal 737 MAX crashes.
The European Union charged Apple
with failing to comply with new digitalcompetition rules at its App Store and
hit Microsoft for combining its Teams
and Office products units. Airbus
warned on profits, Nike on revenue.
Volkswagen said it would spend up to
$5 billion in a joint venture with U.S.
electric vehicle start-up Rivian Automotive. All 31 big banks passed Federal Reserve stress tests. The Supreme
Court rejected the Purdue Pharma
opioid bankruptcy settlement and limited the use of in-house tribunals by
the SEC and other agencies.
Deals: UPS said it was selling its
freight-brokerage business, Coyote
Logistics, to RXO for $1 billion; UPS
paid $1.8 billion for Coyote in
2015...Nokia said it would buy opticalnetwork vendor Infinera for $2.3 billion...Bloomberg reported that Boeing
offered Spirit AeroSystems $35 a
share in stock, a shift from its earlier
all-cash offer, worth $4.1 billion.
The Institute for Supply Management
releases its Manufacturing Purchasing
Managers’ Index for June. Expectations are for a 49.2 reading, slightly
higher than the May figure.
Tuesday 7/2
The Bureau of Labor Statistics releases the Job Openings and Labor
Turnover Survey. Economists forecast
7.9 million job openings on the last
business day of May, roughly 150,000
less than in April. Job openings are
normalizing after being elevated for
three years postpandemic.
Wednesday 7/3
The Federal Open Market Committee
releases the minutes from its mid-June
monetary-policy meeting.
Thursday 7/4
Equity and fixed-income markets are
closed in observance of Independence
Day.
Friday 7/5
The BLS releases the jobs report for
June. The consensus call is for a
195,000 increase in nonfarm payrolls,
following a 272,000 gain in May. The
unemployment rate is expected to
remain unchanged at 4.0%.
ZIM Integrated Shipping Services
100%
THE NUMBERS
50
0
-50
-100
Aug. 2022 '23
Source: FactSet
'24
$6.1 T $419 K 7,318
78%
The amount of
money Americans
currently have
deposited in
money-market
funds, a record.
Reliability score
from a Harvard
study of public EV
charging stations.
That’s 1 in 5 that
doesn’t work.
The median existing-home price in
May in the U.S., a
record high for
data that goes
back to 1999.
Estimated number
of U.S. pedestrians
killed in motor
vehicle crashes in
2023, 14% higher
than in 2019.
BARRON’S
July 1, 2024
This
Homebuying
Season Is
A Dud
Hopes were high for the housing
market this year, until mortgage
rates unexpectedly rose.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
BY SHAINA MISHKIN
H
ome buyers on the hunt in
Dallas, who have been
waiting for mortgage rates
to drop, are finally returning to the market, says
Re/Max agent Todd Luong. But it isn’t enough to
make a difference overall in home sales
in this North Texas metro area.
Despite a strong start to the year,
sales there have dragged behind 2023
levels through much of the spring even
as listings rose in the double digits,
according to Zillow data. Run-ups in
mortgage rates, home prices, property
insurance, and taxes make homeownership “very unaffordable right
now,” says Luong. “That’s a big issue.”
The homebuying season traditionally ramps up after the Presidents Day
holiday in February, with buyers and
sellers inking contracts through the
spring and much of the summer. Hopes
were high for housing this year, until
mortgage rates unexpectedly rose.
Now, it has turned out to be the
worst season in more than a decade.
From February through May, existing-home sales, which represent
closings, were at their slowest pace
for that period since 2011, according
to a Barron’s analysis of monthly data
from the National Association of Realtors.
Applications for loans to purchase
a home between mid-February and
mid-June are the lowest for that period
since at least 2000, according to an
analysis of Mortgage Bankers Association data. And yet, the market could
be on the verge of a turnaround, with
much better prospects for buyers.
Frustrated buyers and unmotivated
sellers can blame the favorite boogeyman: mortgage rates. Rates from the
middle of February through the final
week of spring averaged about 7%—the
highest in comparable periods since
2001, Freddie Mac data show.
The timing couldn’t have been
worse. Rising rates squeezed buyers at
the time when most house hunters
typically start looking. Many sellers
kept their homes off the market, having secured historically low mortgage
rates. New home sales, which are a
minority of all transactions, have held
up better.
It wasn’t supposed to be this way.
At the end of last year, Wall Street
priced in five to six Federal Reserve
rate cuts for 2024, which would have
driven mortgage rates lower. “There
was a certain amount of optimism,”
says Rob Dietz, chief economist for the
National Association of Home Builders. “Some of that optimism proved to
be misplaced.”
But after a painful reality check—
rate-cut expectations dwindled to one
or two after economic data came in
stronger than expected, sending mortgage rates higher—good news could
soon outweigh the bad. Traders’ expectations are more closely aligned with
the Fed’s own rate-cut forecast, and
recent inflation readings have softened.
The 10-year Treasury yield, a benchmark for mortgage rates, has dropped
in response. It was recently down
nearly half a percentage point from its
2024 closing high reached in April,
according to Dow Jones Market Data.
Once lower rates arrive, they will
shake up almost every corner of the
housing market. As buyers and sellers
re-enter the market, sales will pick up,
and existing-home prices will stagnate
or drop as supply expands.
Lower mortgage rates will take
some pressure off monthly payments,
allowing some buyers to join the hunt.
The magic mortgage rate for unlocking
the housing market is about a percentage point lower than recent levels, says
Dietz. The builders trade group expects mortgage rates to average below
6% in the last quarter of 2025.
And when they do, there will be
plenty more options. The lock-in effect, a term for the financial incentive
mortgage holders have to remain in
place, has kept supply low relative to
demand. It’s a phenomenon National
Association of Realtors chief economist Lawrence Yun refers to as the
Home Sales Sag
Existing-home sales in the spring were at the slowest average
annual rate since 2011.
7 million
6
5
4
3
2
1
0
2000
2005
2010
2015
2020
Note: Data are seasonally adjusted annual rate from February through May.
Source: National Association of Realtors
“golden handcuffs.”
Lower rates will allow supply to
ramp up since “the strength of the
golden handcuffs also diminishes,”
says Yun. The number of homes for
sale has already started to climb as
some owners choose to move regardless of rates, though it remains low
relative to historic norms.
More existing homes on the market
means builders face more competition. Home-builder stocks had a
strong run in 2023 as buyers turned to
new construction to fill the void. Worries about rising supply, combined
with still-high mortgage rates, have
pressured shares this year. The
iShares U.S. Home Construction
exchange-traded fund that tracks the
industry is up 1.3% so far this year,
while the S&P 500 index is up 14.2%.
Competition fears are overblown,
says John Lovallo, a UBS analyst covering the sector. He has Buy ratings on
five of the seven builders he covers,
including D.R. Horton, KB Home,
Lennar, Meritage Homes, and Toll
Brothers. While previously owned
homes are typically cheaper than new
homes, that difference has eroded.
“You’re getting a newer product with
all the bells and whistles…and you’re
getting it at a price point that’s not
much higher than the existing home
side,” Lovallo says.
And builder stocks could get a
boost from rate cuts. “The trend for
rates is probably lower from here,” he
says. “That should be very good news
for these stocks.”
Ongoing gains in supply could shift
the existing-home market back in buyers’ favor. Supply growth could soften
price gains for these homes or even
bring about declines in some markets,
says the builders group’s Dietz.
Once more owners list their homes,
they will “have to do the same kind of
price discovery that, quite frankly,
builders did over the last two years,” he
says. Builders kept sales going by offering incentives including mortgage rate
buy-downs, or price cuts.
For now, both sides can be at odds
over a home’s price tag. Buyers want
deals that largely haven’t materialized,
while sellers expect the multiple offers
and fast sales of the frothy years during the pandemic, says Northern California–based Rainy Hake Austin,
president of international brokerage
The Agency.
“You’ve got buyers who think it’s
2008, and then sellers who still think
it’s 2020,” she says. B
Illustration by Pete Ryan
10
July 1, 2024
BARRON’S
Honeywell’s Hard
Times Are Ending
BY AL ROOT
A
Courtesy of Honeywell
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The pandemic hit the company hard. But with operational improvements,
some M&A, and a return to normalcy, its stock looks like a buy.
fter years of underperformance, Honeywell International stock may be
ready to resume its winning ways.
Honeywell was once
known for its consistent
business—and its consistently outperforming stock. With leading franchises,
a strong balance sheet, and solid prospects, it was a high-quality industrial
company, worth a premium valuation.
The pandemic, however, hit Honeywell
hard. From 2018 to 2023, its earnings
per share grew at an average annual
rate of about 3%, below the S&P 500’s
8%. Over the past five years, its stock
gained just 24%, underperforming the
S&P 500 by 60 percentage points.
Honeywell now looks set to get
back on track. Under CEO Vimal Kapur, who took over in June 2023, the
company is targeting 10% annual
earnings growth, using acquisitions
and operational improvement—with
an assist from postpandemic normalization—to get there. The stock also
looks reasonably priced in a way it
hasn’t in years. Combine that with the
possibility that the pieces could be
worth more than the whole, and Honeywell shares, at a recent $213, look
like a bet whose time has come.
“[Honeywell] stock has underperformed quite a bit the last couple of
years, and the valuation is attractive.
So if we can get some work done on
the portfolio, all while end-markets
are recovering, that should bring interest back to the name,” says Melius
Research analyst Scott Davis.
Honeywell runs four business segments. Aerospace, which sells engines
and flight controls to auxiliary power
units that keep aircraft systems on
when the main engines aren’t running,
A Honeywell Primus
Epic cockpit on a
Gulfstream jet. The
company operates
four business segments including
Aerospace.
11
is doing great after a tough Covid run;
first-quarter sales of $3.7 billion in
April, rose 18% year over year. Energy
and Sustainability Solutions, which
serves the refining, chemicals, and
power industries, has returned to
growth, too, with first-quarter sales of
$1.5 billion, up 5% year over year.
Honeywell’s Industrial Automation
business, which sells masks, conveyor
belts, and hand-held computers for
automated warehouses, continues to
struggle. First-quarter sales came in at
$2.5 billion, down 13% year over year,
after growing by 6% in 2020. Selling
masks isn’t the big business it once
was, and a slowing industrial economy
has hurt automation sales. Building
Automation, which manages systems
in office buildings, hasn’t returned to
normal after the Covid lockdowns.
First-quarter sales, at $1.4 billion, were
down 3% year over year.
Operational improvements will
boost those businesses. Kapur is targeting 25% operating profit margins,
up from 22.2% in the first quarter. Wall
Street isn’t optimistic, giving Honeywell a chance to surprise the Street.
Another part of the improvement
comes from a return to normalcy. Sales
in 2023 amounted to $36.7 billion, virtually the same as 2019. Analysts project annual sales growth of about 5% a
year from 2023 to 2026. “The end markets should be lining up pretty good by
[year] end,” says Melius’ Davis. “Aerospace is likely to remain strong while
we get a recovery in automation.”
Honeywell is also hoping that deals
can provide a boost. On June 3, it
closed its $5 billion acquisition of Carrier’s building security business, which
fits inside Building Automation, boosting product offerings where the company is already strong. On June 20,
Honeywell announced plans to buy
defense communications company
CAES for about $2 billion, adding to its
Aerospace business. Both deals were
well received on Wall Street.
More billion-dollar M&A should be
coming as Kapur positions the company for better growth—and Honeywell has the balance sheet to make that
happen. The company had just $12
billion in debt less cash at the end of
the first quarter, or 1.2 times projected
2024 earnings before interest, taxes,
depreciation, and amortization, or
Ebitda. S&P 500 industrials typically
have about two times debt to Ebitda.
“For a company the size of Honeywell, [both deals aren’t] a particularly
heavy lift, but it does point to an M&A
Honeywell International
(HON / Nasdaq)
$250
YTD Change
230
1.8%
210
Market Value
190
170
150
July July July July
‘24
2021 ‘22 ‘23
$139.0 B
2025E P/E
19.1
Dividend Yield
2.0%
Note: E=estimate
Sources: Bloomberg; FactSet
program that has finally begun to put
points on the scoreboard,” wrote Gordon Haskett special situations analyst
Don Bilson in a recent report.
With improvements happening in
real time, Honeywell stock is starting
to look attractive. Davis rates the
shares Buy and has a $278 price target
for the stock, up 30% from recent levels. That values Honeywell stock for
about 22 times Davis’ estimated 2026
earnings. Those estimates don’t include benefits from the CAES deal.
Assuming some benefit from M&A
and margins, which can help restore
Honeywell’s premium valuation, investors could be looking at a $300 stock in
a year, up 40% from recent levels.
And if it can’t get there? Don’t expect investors to accept continued
underperformance. Mizuho Securities
analyst Brett Linzey says he’s getting
“increased call volume” on Honeywell,
a sign clients are taking a new look at
the stock. One reason is all the activism and breakup activity in the industrial and manufacturing sector. General Electric is now three companies;
DuPont de Nemours is breaking up
again; and activist investor Elliott
Management has built a position in
Johnson Controls International.
Honeywell could make an attractive
target, too, based on a “sum of the
parts” valuation. Aerospace, at 20
times Ebitda—a similar multiple to
GE Aerospace—would give it a value
of some $85 billion, while building,
automation, and energy units could be
worth $34 billion, $47 billion, and $25
billion, respectively. Combined, that
would give Honeywell a value of $278
a share, according to Mizuho’s Linzey—the same target as Melius’ Davis.
Kapur is a relatively new CEO who
likely won’t want to consider breaking
up Honeywell. Chances are he won’t
need to. B
BARRON’S
Did Your Heart Skip a Beat?
Your Wearable Knows.
Smart rings and smartwatches are providing consumers with actionable
health information. Clinical device makers like DexCom needn’t worry.
BY BILL ALPERT
T
he day is approaching
when your wristwatch may
send you to the hospital.
The first portable electrocardiograph was an
85-pound backpack. Today, a 10-gram patch stuck
on your chest can transmit ECGs
nonstop for two weeks. There are
100 million people who wear an Apple Watch, which can alert them to
irregular heartbeats along with their
text messages.
Wearable sensors on arms, wrists,
or fingers can now report heart arrhythmias, glucose levels, blood oxygen, and other markers of health. A
grander vision laid out in medical
journals sees wearables monitoring
the chronically ill without constant
hospital visits. They could detect hidden health problems before they cause
a stroke or diabetes.
Two converging forces are marry-
July 1, 2024
ing health technology and wearables.
Tech giants like Apple and Alphabet’s Google are adding health features to their products. Medical-technology specialists—like the ECG patch
maker iRhythm Technologies or
glucose-monitor makers DexCom and
Abbott Laboratories—are taking
their devices beyond the clinic.
“In this sensor world, people start
on the consumer side and want to
move into healthcare,” says DexCom
CEO Kevin Sayer. “We on the healthcare side are trying to go down more
toward consumers. I think all these
things are kind of crashing together.”
The early betting favored the tech
giants; every health announcement by
Apple, Google, or Samsung Electronics hit the medtech stocks. But it
takes sustained investment in clinical
trials to change what doctors do. Big
Tech companies have cut back on
their healthcare investments. It now
looks like the medtech specialists will
be the vanguard of the digital health
revolution—with smartwatches and
smart rings bringing them more customers to diagnose.
“A group of digital-health-focused
medtech companies are coming of age
and reaching a level of scale where
they can not only be profitable but
also invest to compete with bigger tech
players,” says Blake Goodner, cofounder of the healthcare-focused
hedge fund firm Bridger Management.
The tech giants aren’t getting out
of the health business. Apple’s smartwatch has an electrical heart-rate
sensor that generates a single-point
electrocardiogram, a wrist-temperature sensor, and an accelerometer
that detects hard falls. Hundreds of
millions of people are wearing smartwatches with health features from
Apple or rivals Samsung and
Garmin.
In 2018, the U.S. Food and Drug
Administration cleared the Apple
Watch to alert its wearer if an irregular heartbeat might be atrial fibrillation, a serious condition that raises
the risk of stroke and heart failure. It
isn’t hard to find stories of people who
went to their doctor after an Apple
Watch alert, with the medical work-up
confirming AFib.
Meanwhile, Oura Health has sold
more than two million sensor rings
that measure heart rate, temperature,
blood oxygen, and sleep patterns. A
smartwatch must come off the wrist
for charging overnight, says Oura’s
vice president of healthcare, Jason
Oberfest, while a ring can stay on for a
week between charges. “The watch is
another screen strapped to you,” he
says. “Our ring just kind of disappears
into the background.”
Advances in sensors and digital
processing are also driving some of
the fastest-growing companies in
medical technology. DexCom stock
shot up from $10 a share to $165 in
the four years through 2021, as doctors and health insurers backed its
stick-on continuous glucose monitors
for diabetic patients on insulin. The
stock of iRhythm went from $30 to
$285 over a similar stretch, as its Zio
ECG-patch won most of the medical
market for the long-term monitoring
that determines if heart flutters actually are AFib. Both stocks are down
from their 2021 peaks, but they remain favorites among medtech investors.
“Wearable sensors have disintermediated the diagnostic from the
bricks-and-mortar visit,” says Dr.
Mintu Turakhia, who left his post as
director of Stanford University’s Center for Digital Health last year to be-
Illustration by Sean Dong
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12
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July 1, 2024
13
BARRON’S
come iRhythm’s science chief. “We
had been doing it before, then Covid
accelerated it.”
Still, the population of clinicalgrade wearables is small compared
with the hundreds of millions of
smartwatches or the nearly 40 million
Fitbit wristbands. IRhythm will sell
about two million ECG patches this
year, while DexCom and Abbott will
sell about 10 million glucose monitors.
With nearly half of U.S. adults
wearing a smartwatch, doctors are
looking for ways to leverage that patient-generated data. The Apple
Watch costs $400 or more, but that’s
still cheaper than dedicated clinical
sensors. Donated or shared devices
could bring cardiac monitoring to
communities that lack healthcare facilities, says Dr. Rohan Khera, clinical
head of the Yale New Haven Hospital’s
Center for Health Informatics and
Analytics.
Yet many doctors don’t know what
to do with the Apple Watch ECG
strips that pour in from their patients,
says colleague Harlan Krumholz, a
cardiologist who runs the Yale New
Haven Hospital Center for Outcomes
Research and Evaluation. “We’re in an
awkward adolescence, where we are
not yet gaining the benefits of what
these devices can do,” he says.
Doctors already feel overworked.
Now patients want them to interpret
smart-device readouts with no added
reimbursement, says Richard Milani,
a cardiac-care doctor who is the chief
clinical innovation officer at the Sutter
Health system in Northern California.
He is building a team there that will
monitor sensor traffic from chronically ill patients and integrate the
findings into the records of primary
care doctors.
There are some good reasons why
technologies diffuse slowly into medical practice. The FDA requires proof
of safety and effectiveness for any device intended to diagnose or treat a
medical condition. That can entail
long, expensive clinical trials. Then,
medicine’s professional societies decide whether to add a new treatment
to practice guidelines. Finally, payers
such as Medicare decide whether to
reimburse for it.
So, the Big Tech companies focus
on things a consumer can use, while
making no claims to treat or diagnose,
says Mark McClellan, a former head
of the FDA who runs the Duke-Margolis Institute for Health Policy.
At a public workshop on Wednesday by the FDA and the Digital Medicine Society focusing on clinical-trial
use of patient data from medical devices, agency and industry speakers
said they hoped wearable sensors
would become routine parts of medical trials and patient care in the next
five years. The FDA’s Digital Health
Center of Excellence medical chief,
Matthew Diamond, tells Barron’s that
he hopes responsible innovation in
wellness and medical devices will
shift healthcare from reaction to prevention.
Back when Apple and Alphabet
first rolled out digital health products
around 2015, they had plans to disrupt medical practice. One Apple project explored whether the data from its
Wearable Health Devices Are a Growing Force
Various devices allow wearers to monitor everything from blood sugar levels to atrial
fibrillation episodes.
Units in Use Worldwide
iRhythm
Cardio Patches
2 million
Smart Rings
2.5 million
Continuous
Glucose Monitors
10 million
Smartwatches
200 million
Fitbit Wristbands
37 million
Sources: Company and Analyst Reports
smartwatches could be combined with
software and services in a medical
model Apple could franchise to
healthcare systems. Google X started
Verily Life Sciences as “a moonshot”
aimed at delivering tools and services
across the healthcare ecosystem. Verily has a smartwatch designed to help
in clinical trials, and tried to develop a
glucose-monitoring contact lens. But
both Apple and Alphabet subsequently curtailed their direct plays in
medicine.
In Apple’s latest health report, Apple Chief Operating Officer Jeff Williams describes the company’s technology as “an intelligent guardian” of
people’s health, “so they’re no longer
passengers on their own health journey. Instead, we want people to be
firmly in the driver’s seat.”
“Google’s products and services are
not medical devices providing diagnosis,” said that company’s director of
strategic health solutions, Amy McDonough, in a statement, “but they
can make a big impact by helping users and healthcare professionals track
trends, identify risks and irregularities, and take preventative measures.”
How good are the consumer wearables? When someone is having heart
palpitations, smartwatches can detect
atrial fibrillation almost as well as
gold-standard clinical sensors, according to a review of comparative studies
published this year by the Cleveland
Clinic. But false alarms are a problem,
especially in younger people, where
an arrhythmia has a higher chance of
being something other than AFib.
UnitedHealth Group and Cigna Group
pay for monitoring with an iRhythm
patch, but not a smartwatch.
Consumer-grade health sensors
can funnel people toward healthcare
without those wellness devices needing to match the standards of medical
devices, says Calum MacRae, a Harvard medical professor who’s leading
a project to identify the very earliest
stages of heart disease.
Apple Watches and Fitbits have
turned out to be the best lead-generators for iRhythm. “A patient comes
into a physician’s office saying they
think something’s going on…they end
up wearing a Zio patch,” says
iRhythm CEO Quentin Blackford.
Professional society guidelines still
require a gold-standard ECG to make
a diagnosis, says iRhythm medical
chief Turakhia. “You can’t be treated
just because a watch said your pulse is
irregular. I can’t start an anticoagu-
lant,” he says. Some Medicare Advantage programs screen patients for
AFib, he adds, and they use Zio, not
smartwatches.
Continuous glucose monitors like
DexCom’s have even less to worry
about. The smartwatch firms have
looked into noninvasive measurement
of biomolecules like glucose, but they
are unlikely to soon challenge the accuracy of the thread-thin sensor put
under the skin by a continuous glucose-monitoring device.
The clinical-grade sensor firms
have plenty of growth opportunities in
their medical markets, according to
William Blair analyst Margaret Kaczor
Andrew, who has Buy ratings on
iRhythm, DexCom, and Abbott. About
15 million Americans a year come to
their doctor with palpitations. Another 12 million may suffer from
symptomless AFib. Both DexCom and
Abbott recently got FDA approval to
market continuous glucose-monitoring devices to the 25 million people
with Type 2 diabetes who don’t need
insulin. Some 100 million Americans
are considered prediabetic.
If Big Tech has eased back its investment in clinical trials of their
smart wearables, drug and device
companies are carrying on. Johnson
& Johnson recruited 26,000 people
over the age of 65 to see if early detection of irregular heart rhythms by the
Apple Watch can reduce bad outcomes such as stroke; J&J specializes
in heart arrhythmia treatments. Ouro
supplies smart rings to a bunch of
preventive health studies.
IRhythm is supporting randomized
trials with tens of thousands of subjects in the U.S. and Europe to test
whether screening for AFib with the
Zio patch can reduce the risk of stroke
or heart failure. Earlier studies
weren’t decisive enough to convince
the U.S. Preventive Services Task
Force to add Zio to screening guidelines.
The clinical sensor firms are advancing cautiously into screening and
prevention. They saw how the stock of
the blood-oxygen sensing firm
Masimo was cut in half after the firm
spent $1 billion in 2022 on a consumer
product business. Facing an activist
investor campaign, Masimo recently
announced it would unload the consumer business.
“We have to move down the acuity
curve,” says DexCom CEO Sayer. “But
I don’t think we can just jump to the
end of it.” B
14
BARRON’S
July 1, 2024
Persistently high budget deficits—now
running at $2 trillion annually—and a
cautious Fed could keep rates elevated
for longer. But they’re a lot better than
they used to be. Here’s a look at 11 sectors of the stock and bond markets.
Treasury Notes and Bonds
iShares 20+ Year Treasury Bond / TLT
$94.15
Recent
Price
4.4%
Recent
Yield
-4.2%
YTD
Return
iShares 1-3 Year Treasury Bond / SHY
$81.58
Income
Opportunities
Abound. Here
Are 11 Top Spots.
From Treasuries to REITs and MLPs, there are plenty
of places to find generous dividends and yields.
BY ANDREW BARY
Note: Data through June 26
Sources: Bloomberg, company reports
T
he first six months of 2024
have been tough for income
investors, but the second
half of the year should be a
whole lot better.
The bull case starts with
the Federal Reserve, which
is expected to cut short rates at least
once this year. When that happens, it
could prompt a rally in the bond markets and send cash back into fixed
income. The European Central Bank
and the Bank of Canada have already
lowered their benchmarks, which
should also boost the sector.
“Central banks are starting to cut
rates, and that is an important backdrop for performance,” says Anders
Persson, chief of fixed-income investments at Nuveen.
Inflation, too, has slowed, with the
consumer price index running at just
over 3% and perhaps headed lower.
That makes income opportunities look
even more attractive. “For the first
time in a decade, there are positive
real yields in the market,” says Paul
Malloy, the head of municipal bond
investments at Vanguard, referring to
yields after adjusting for inflation.
Even dividend-paying stocks could
do better. Income-rich sectors like energy, utilities, and banks are up around
10% this year but trail the 15% gain in
the S&P 500 index. Real estate investment trusts have fared poorly, while
energy pipelines stood out with 15%plus returns. But these groups could
post strong performance if the tech
stocks that have dominated the market
in 2024 finally start to waver.
So where should investors look for
income?
In bonds, consider mortgage securities, preferred stock, and Treasuries
of all varieties—regular, inflation-protected, and short-term issues. Municipal bonds look good, but not great,
given current yield spreads relative to
Treasuries. Corporate debt, including
high-yield bonds, is less appealing,
with yield spreads at historically tight
levels relative to Treasuries.
In the stock market, investors can
get 3% to 4% yields on a range of sectors including utilities, REITs, banks,
energy, and consumer products. Even
after a big rally, energy pipelines yield
5% to 8%. Pockets of high yield also
remain among individual stocks such
as Verizon Communications, at
6.5%, and Altria Group, at 8%.
Sure, current bond yields of more
than 4% aren’t going to make investors
ecstatic, especially those who recall the
7% yields on Treasuries in the 1990s.
4.7%
Recent
Yield
1.0%
YTD
Return
There’s a lot to like about Treasuries.
They’re supersafe and carry yields of
4.25% to 4.75%—comfortably above
the 3.3% inflation rate over the past
12 months.
Unlike other bonds, they can’t be
redeemed, or called, before maturity,
an underappreciated attribute. While
many long-term municipals and corporates can be called before maturity,
limiting their upside potential, Treasuries can appreciate a lot if rates fall
sharply. The 30-year Treasury, now
yielding 4.4%, should generate a 20%
total return over the next year if rates
fall one percentage point.
Individuals can buy Treasuries
through the Treasury.gov website or
at banks and brokerages, often without paying a fee. Exchange-traded
funds are a good alternative, offering
liquidity, monthly income, and transparent pricing. The largest Treasury
ETF, iShares 20+ Year Treasury
Bond, yields 4.4%. Investors can get
a higher yield with less interest-rate
risk in the iShares 1-3 Year Treasury Bond ETF, at 4.7% with a twoyear average maturity.
TIPS
iShares TIPS Bond / TIP
$106.91
Recent
Price
3.2%
Recent
Yield
0.9%
YTD
Return
Vangard Short-Term Inflation-Protected
Securities / VTIP
$48.46
Recent
Price
2.5%
Recent
Yield
2.1%
YTD
Return
Treasury inflation-protected securities, or TIPS, offer a nice alternative to
regular Treasuries. Real yields are
around 2%, meaning investors get a
two-point premium above the CPI. If
Illustration by Rosie Barker
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Recent
Price
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To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
July 1, 2024
BARRON’S
15
16
BARRON’S
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inflation rises, which would hurt most
bonds, TIPS should benefit.
The “break even” inflation rate on
most TIPS is about 2.2%, considerably
below the recent 12-month inflation
rate of 3.3%. If inflation averages 3%
in the next decade or longer, investors
will earn better yields on TIPS than
regular Treasuries.
So far this year, TIPS are beating
regular Treasuries. The iShares TIPS
Bond ETF, with an average maturity
of about seven years, has returned
about 1% against negative 1% on the
iShares 7-10 Year Treasury Bond
ETF. TIPS ETFs like Vanguard
Short-Term Inflation-Protected
Securities, with a three-year average
maturity, carry similar yields with less
price risk.
Investors may want to hold TIPS in
tax-advantaged accounts since they
generate phantom income. The inflation component of TIPS return is
added to the price of the bond—and
not paid in cash—but is taxable to
holders.
Treasury Bills
SPDR Bloomberg 1-3 Month T-Bill / BIL
$91.73
Recent
Price
5.3%
Recent
Yield
2.5%
YTD
Return
iShares 0-3 Month Treasury Bond / SGOV
$100.66
Recent
Price
5.3%
Recent
Yield
2.6%
YTD
Return
Don’t abandon cash. Short rates may
head lower later this year, but that
shouldn’t dim the appeal of Treasury
bills, which now yield about 5.3%.
Rates should remain above 4% deep
into 2025.
T-bills offer better yields than most
money-market funds and are exempt
from state and local taxes, unlike most
“government” money funds, which
own more than just Treasuries.
Available through the Treasury.gov
site and via brokers and banks, T-bills
are sold at a discount from face value,
with interest paid at maturity. Maturities range from four weeks to one year.
Increasingly popular T-bill ETFs like
SPDR Bloomberg 1-3 Month T-bill
and iShares 0-3 Month Treasury
Bond yield 5.3%.
One of the biggest fans of T-bills is
Warren Buffett. The Berkshire Hathaway CEO has stashed over $150 billion of the company’s cash in T-bills,
or about 3% of the total T-bills outstanding.
Mortgage Securities
iShares MBS / MBB
$92.07
Recent
Price
3.9%
Recent
Yield
-0.6%
YTD
Return
DoubleLine Total Return Bond / DLTNX
$8.70
Recent
Price
5.7%
Recent
Yield
0.5%
YTD
Return
The mortgage market has never appealed much to individual investors, a
mistake considering its attractive
yields and gilt-edged credit quality.
Agencies Ginnie Mae, Fannie Mae,
and Freddie Mac account for $9 trillion of securities. Ginnie is government-backed, and while Fannie and
Freddie don’t have explicit guarantees,
they probably wouldn’t be allowed to
fail—the feds stood behind their debt
during the financial crisis.
Mortgage securities yield between
5% and 6%, better than most investment-grade corporate bonds. The
“spread” between agency mortgage
securities and Treasuries, at 1.5 percentage points, is historically wide.
Funds are the best option given the
complex cash flows. The iShares
MBS and Vanguard MortgageBacked Securities ETFs have a current yield of about 4% and a yield to
maturity of more than 5%. They hold
older, low-rate mortgages with
smaller current yields but greater
potential appreciation if rates fall.
The newer Simplify MBS ETF holds
newer mortgages and yields over 5%.
Active managers can add value.
Jeffrey Gundlach’s DoubleLine Total
Return Bond fund, which yields
about 6%, invests in higher-yielding
nonagency mortgages that carry more
risk than agency issues.
Preferred Stock
iShares Preferred & Income Securities / PFF
$31.64
Recent
Price
6.3%
Recent
Yield
4.1%
YTD
Return
First Trust Institutional Preferred Securities
and Income / FPEI
$18.33
Recent
Price
5.6%
Recent
Yield
5.8%
YTD
Return
The bondlike securities issued mostly
by banks have bested most parts of
the fixed-income markets this year.
The iShares Preferred & Income
Securities, the largest ETF, has returned about 4%.
July 1, 2024
The $300 billion market has been
supported by shrinking supply as
banks have redeemed about $5 billion
net of new issuance. Yields are down a
half percentage point or more from
October 2023 peaks but still clock in
between 5.5% and 7%.
Much of the new issuance—and
some of the better yields—is in the
so-called institutional preferred market. Citigroup issued $1.75 billion of
preferred at 7.125% in May in the sector, which is traded over the counter
like bonds. The retail market consists
of $25 preferreds from issuers like
JPMorgan Chase and Wells Fargo
that trade like stocks on the NYSE
and often yield less than 6%. Regional
banks yield more. A recent 7.5% preferred from regional M&T Bank
yields about 7%.
The iShares Preferred ETF focuses
on the $25 market, while the First
Trust Institutional Preferred Securities & Income ETF buys institutional issues.
Dividend Stocks
Vanguard High Dividend Yield / VYM
$119.02
Recent
Price
3.5%
Recent
Yield
7.5%
YTD
Return
Schwab International Dividend Equity / SCHY
$24.08
Recent
Price
4.4%
Recent
Yield
-2.2%
YTD
Return
Higher-dividend stocks are a nice
complement—or substitute—for
bonds. While the S&P 500 yields just
1.5%, there are plenty of places to get
double that rate. Where to look? Regional banks like Comerica and U.S.
Bancorp have lagged behind the
megabanks this year and yield 4% to
6%, while consumer giants PepsiCo
and Coca-Cola yield 3%, as do Target and Johnson & Johnson. Chevron yields 4%.
There are dozens of dividend-oriented ETFs. One of the largest is the
$54 billion Vanguard High Dividend
Yield, which yields 3.5% and whose
largest holdings include JPMorgan,
Broadcom, and Exxon Mobil.
Yield abounds abroad, where companies tend to favor dividends over
stock buybacks. BP yields almost 5%
and Honda Motor, 4%, while Nestlé
and Danone clock in at 3%. British
American Tobacco, owner of Reynolds cigarettes, yields 9% and benefits
from British stocks having no dividend withholding taxes for U.S. inves-
tors. The Schwab International Dividend Equity ETF yields 4.4%
Real Estate Investment Trusts
Vanguard Real Estate / VNQ
$83.32
Recent
Price
3.8%
Recent
Yield
-4.9%
YTD
Return
The $32 billion Vanguard Real Estate ETF, which yields 4%, is down
5% in 2024 and is trailing the S&P
500 for the fourth year in a row. But
REITs are also one of the more attractive places to find income.
Formerly hot warehouse REITs
like Prologis are down double digits
in 2024 and yield 3.5% amid greater
supply. Cell-tower REITs have cooled
as well, with industry leader American Tower, whose shares are little
changed over the past five years,
yielding 3.5%. Apartment REITs like
AvalonBay Communities, Equity
Residential, and Camden Property
Trust are up an average of 10% this
year. They yield around 4%.
Sunbelt-focused companies like
Camden and Mid-America Apartment Communities have rallied as
investors look past a spate of new supply that may crest next year as higher
rates crimp building activity. Coastal
operators like AvalonBay are more
protected due to tough zoning rules
and land shortages.
Pipelines
Alerian MLP / AMLP
$47.64
Recent
Price
7.9%
Recent
Yield
16.6%
YTD
Return
Tortoise Energy Infrastructure / TYG
$34.12
Recent
Price
8.3%
Recent
Yield
24.1%
YTD
Return
Energy pipelines are having their third
strong year in a row, with the Alerian
MLP ETF returning over 15%.
Greg Reid, the head of energy investments at Westwood, cites “strong
and improving fundamentals, dividend and volume growth, and declining leverage.” The energy transition
doesn’t seem to be crimping demand
for fossil fuels.
Partnerships like Enterprise Products Partners and Energy Transfer
yield more than corporations like Williams and Kinder Morgan because of
investor preference for simpler corporate structures and 1099 tax forms
July 1, 2024
BARRON’S
Utilities
Utilities Select Sector SPDR / XLU
$68.79
Recent
Price
3.2%
Recent
Yield
10.4%
YTD
Return
Reaves Utiilty Income / UTG
$27.53
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Recent
Price
8.3%
Recent
Yield
6.7%
YTD
Return
The Utilities Select Sector SPDR
has gained 8% after being little
changed over the past five years.
Credit the artificial-intelligence boom.
U.S. electricity demand, which has
been flat for about 15 years, could
grow 3% annually through the end of
the decade due in large part to demand from power-hungry data centers that support AI applications.
AI demand could lift annual earnings growth for many utilities to about
7% for the next decade from earlier estimates of 4% to 6% yearly growth, says
Jay Rhame, co-manager of the Reaves
Utility Income closed-end fund. Dividends could expand at a similar clip.
“The industry will need to build a lot of
new power plants,” he says.
His favorites include Southern
Co., Pennsylvania’s PPL, and
NiSource, which is based in Indiana
and recently signed a $1 billion deal
with Microsoft to power data centers.
They yield about 3.5% and are getting
a lift from AI-related demand.
Municipals
iShares National Muni Bond / MUB
$106.56
Recent
Price
3.5%
Recent
Yield
-0.5%
YTD
Return
Vanguard Limited-Term Tax-Exempt / VMLTX
$10.79
Recent
Price
3.4%
Recent
Yield
0.7%
YTD
Return
Munis have high credit quality, limited
net new supply, and upside potential
from higher federal tax rates if the
Trump tax cuts aren’t extended past
next year. Unfortunately, the highestquality munis with 10-year maturities
and shorter yield less than 3%, or 65%
of the Treasury yield. The long-term
average is closer to 80%.
Muni fans say that lower-quality
bonds remain appealing, as do longterm bonds, which yield about 4%.
“The fundamental credit quality is as
good as it has been in decades,” says
Vanguard’s Malloy.
The total municipal bond market
stands at $4 trillion, up about 10% in
the past decade, while the amount of
Treasury debt is up more than 50%, to
$27 trillion.
There are plenty of ways to play—
ETFs, traditional mutual funds,
closed-end funds, and separately
managed accounts. Individual bonds
used to be a favorite of many retail
investors, but securities firms are encouraging financial advisors to steer
clients toward managed products.
We curate.
You Shop.
Other
iStock.com/KatarzynaBialasiewicz © 2024 Dow Jones & Company, Inc. All rights reserved. 2E6203
rather than K-1s. Yields range from 4%
to 8%. Williams has been a standout
due to its focus on natural gas, which is
benefiting from rising demand for liquefied natural gas.
Former bond king Bill Gross has
been a big fan of the partnerships. “I
think they’ve sort of peaked out in
terms of price appreciation, but the
yields [look solid], assuming there
aren’t any disasters in terms of energy
and pipeline regulatory measures going forward,” he told Barron’s in May.
17
Janus Henderson AAA CLO / JAAA
$50.85
Recent
Price
6.7%
Recent
Yield
3.8%
YTD
Return
Matisse Discounted Bond CEF Strategy /
MDFIX
$10.49
Recent
Price
7.0%
Recent
Yield
6.8%
YTD
Return
The Janus Henderson AAA CLO
ETF has been an innovative success
story among bond ETFs. It buys the
top-rated tranches of collateralized loan
obligations, or CLOs, which are backed
by bank loans to leveraged companies.
The yield on the Janus Henderson
ETF is 6.7% and floats at about 1.5%
above a key short rate. That’s a nice
yield for a high-quality fund, and it
has grown to over $10 billion since its
inception in 2020, with much of it
coming in the past year.
The $300 billion closed-end fund
market offers opportunities because
most funds trade at discounts to net
asset value, many at double digits below NAV. The small $50 million Matisse Discounted Bond CEF Strategy navigates well among fixedincome CEFs and has returned nearly
7% this year. The 2024 performance
reflects a narrowing of discounts in
the sector and security selection. B
Note: Data through June 26
Sources: Bloomberg, company reports
Discover your unique style with
high-end home goods
picked regularly by our team.
mansionglobal.com/boutique
SCAN TO SHOP
BARRON’S
July 1, 2024
A Hot Lottery Ticket:
Zero-Dated Options
Bets on market moves have taken off with these
options. Stocks like Nvidia and Apple could be next.
J
in Wang has taken some
wild rides as a day trader. A
software product manager
in Houston, he says he
turned $26,200 into
$73,000 one day in November 2022. On another day, he lost
$20,000.
Wang, 35, wasn’t trading meme
stocks like GameStop. Rather, he was
betting on intraday moves in the S&P
500 index. And he used a strategy
that has soared in popularity: buying
an option in the morning and selling
in the afternoon, just before it expires.
Betting on the market’s intraday
moves is nothing new, but it has taken
off with options expiring by the trad-
ing day’s end. Known as “zero days to
expiration,” or 0DTE, these options
account for nearly half of the daily
volume of S&P 500 index options, up
from 17% in 2020, according to Cboe
Global Markets, the exchange where
they’re traded. Zero-dated options
pegged to the Nasdaq 100 have also
surged, along with options tied to
exchange-traded funds that track the
S&P 500 and Nasdaq indexes.
The appeal is rare, lottery-like payoffs. A highly volatile day with an intraday move of 2% in the S&P 500 or
Nasdaq 100 might generate at least a
20% gain. The flip side is that traders
who aren’t quick to lock in gains can
lose their entire position before the
BY PAUL R.
LA MONICA
day’s end. And hedging erodes your
potential gains, adds more costs, and is
tough to pull off efficiently.
“You can go completely broke, but
there are occasional Lotto-sized payouts,” says Garrett DeSimone, head of
quantitative research at OptionMetrics.
For now, the options are limited to
major indexes and related ETFs. But
individual stocks could be next. Brokerages and exchanges are in discussions about expanding 0DTE to individual stocks, which would most likely
be megacaps such as Apple and
Nvidia. “There are continuing industry
meetings, with all sectors represented,
to find a solution to these issues,” said
JJ Kinahan, CEO of IG North America,
which owns the brokerage tastytrade,
in an email to Barron’s.
Whether 0DTE options will destabilize markets—especially if they proliferate to individual stocks—is a point
of controversy.
Proponents argue the options allow
traders to avoid overnight risk, bet on
an index more cost-effectively, and
hedge events like a Federal Reserve
meeting that can rock the market.
Their rise hasn’t coincided with a
spike in volatility. And while volumes
have soared—reaching an average
$780 billion a day in “notional” value
for 0DTE pegged to the S&P 500, up
36% from 2023 levels—the “0-day
space remains well-balanced,” according to BofA Securities.
But some experts worry about destabilizing effects. One concern is that
market makers could be forced to buy
underlying positions en masse to hedge
against a buildup of bullish or bearish
option bets—resulting in bigger and
more rapid swings in the S&P 500 and
other indexes. The European Central
Bank raised concerns about 0DTE
options in May, arguing in a research
paper that “in view of the increasingly
crowded positions in such trades, their
abrupt unwinding…could lead to a disorderly correction.”
BofA is sounding warnings, too.
While it doesn’t look like 0DTE will
trigger a 2018-style “Volmageddon”—
when the market tanked due to a
buildup of one-sided bets on volatility—imbalances could develop if investors “weaponize” the options to chase
large up or down moves, BofA said in a
recent note. “Fickle” and fragile liquidity in options could amplify the moves.
Some analysts see trouble brewing.
“0DTE may change the calculus for
market volatility significantly,” said
Michael Green, portfolio manager and
chief strategist at Simplify Asset Management. “If we get a sequence of
events where there is a sustained period of uncertainty, you could see options act in a way that could make it
more difficult to hedge day-by-day
events. The market could correct relatively violently.”
Indeed, 0DTE options haven’t been
truly stress-tested. The Cboe Volatility
Index has been muted for years amid
a bull market. “These unusually depressed volatility levels are not reflective of the global macro environment,”
said James Smigiel, chief investment
officer of SEI Investments, which
manages more than $443 billion in
assets.
Illustration by Erik Carter
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18
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July 1, 2024
Riding the 0DTE Express
Zero-dated options get their name from
their ephemeral life, but in many respects they’re no different than standard call and put options. Calls are
contracts that offer the right to buy a
stock at a preset “strike” price. Puts are
contracts to sell at a preset price. The
price of the option is called the premium, and the contract lasts until the
expiration date, which may be a day,
week, or months in the future. One
equity or ETF option contract is multiplied by 100 shares of a stock.
Index options are different. They
generally settle in cash, so anyone
who trades them is effectively committing themselves to locking in a cash
gain or loss.
The zero-dated trend took off in
2022 when exchanges added S&P
500 and Nasdaq 100 index and ETF
options expiring on Tuesdays and
Thursdays to their Monday, Wednesday, and Friday expiries. That turned
three-day-a-week expiries into daily
occurrences. Cboe added daily expiries for Russell 2000 index options
and ETFs in January 2024. The Eurex exchange in Germany also offers
0DTE daily options on the EURO
Stoxx 50 and DAX indexes.
With 0DTE options, investors can
bet on market moves every trading day
without taking risks on an overnight
event. And they can be cost-effective.
Buying one option against the S&P 500
costs upward of $500,000. 0DTE options pegged to ETFs are like fractional
shares, breaking the index down into
Chiclet-size bites, opening the trade to
smaller dollar figures and more individual investors.
Traders can buy and sell the options
through brokerages like Robinhood
Markets, Charles Schwab, and Bank of
America’s Merrill Edge, along with
smaller outfits like Moomoo Technologies. For those who don’t want to dabble in options directly, there’s now an
ETF: Roundhill S&P 500 0DTE
Covered Call Strategy (ticker: XDTE).
The options are inspiring retail
traders who moved on from meme
stocks during the pandemic, says John
Bartleman, CEO of brokerage TradeStation. “A lot of customers are jumping
into 0DTE. It’s a popular trading vehicle,” he says.
Despite big gains touted through
social media, however, some academic
research indicates the options are a
losing trade for most people. Retail
investors lost more than $350,000 on
0DTE options on an average trading
BARRON’S
Zero-Sum Game?
The volume of options tied to S&P 500 index contracts that
expire on the same day of trading has increased dramatically.
0DTE volume for S&P 500
50%
40
30
20
10
0
2016
‘17
‘18
‘19
‘20
‘21
‘22
Note: 2024 data through June 14; 0DTE=zero days to expiration
‘23
‘24
Source: Cboe
day between May 2022 and September
2023, according to a study by researchers at the University of Münster in Germany. “0DTE options are on average
not a lucrative investment vehicle for
retail traders,” the researchers wrote.
The way to limit losses is to hedge or
take other protective measures. One
technique is to use “stop loss” orders,
or string together a slew of options so
that if one falls apart, another pays off.
Justin Zacks, vice president of strategy
at Moomoo, says only about 6% of
0DTE options on the platform are held
to expiration and that most investors
are mitigating risk by putting limit or
stop-loss orders in.
But retail traders face heady challenges. Institutional algorithmic traders and market-makers pounce on
split-second moves, leaving retail with
the crumbs. Bid/ask spreads in options can be wide: While they are tight
in the most actively traded options,
they are far apart on less active ones,
where it can be tough to unload a position and the wide spreads erode
profits on a trade.
Hedging is tough to get right, imposes high costs, and requires nearperfect timing. And investors must be
vigilant since the time value of options—a large component of their
price—erodes quickly. “It’s like taking a
new car off the lot. The price starts to
depreciate. 0DTE options are similar,”
says DeSimone.
Investors who step away from
their screens might miss a sharp intraday move. “This is not something
you can put a position on and place
your hands in your pocket and run
away,” says Joe Mazzola, director of
trader education at Schwab.
What’s unknown is how the 0DTE
market will handle a black swan
event—something unforeseen that
takes everyone by surprise. Zero-
19
dated options haven’t been tested in a
panic like the Covid-induced selloff or
the 2008-09 global financial crisis.
Those types of events tend to flush out
speculative excesses and cause investors, dealers, and others to act in unpredictable ways.
The Cboe, which profits off index
options volume, argues the market is
well balanced between buys and sells;
what matters aren’t high volumes or
underlying “notional” values, but net
positioning, it says. Based on its study
of market activity, the Cboe found that
daily net exposure of market makers
typically ranged from $170 million to
$670 million—less than 0.2% of the
$400 billion traded daily in S&P 500
futures contracts.
Some brokerage executives say
they aren’t worried. “I don’t understand the big brouhaha,” says Thomas
Peterffy, founder and chairman of
Interactive Brokers. “Now that every
day is an expiration day, any day can
be more volatile.”
But negative feedback loops can
come out of nowhere. If a tide of positions turns one-sided, dealers may be
forced to rapidly buy underlying
stocks to hedge; that could cause liquidity to deteriorate and add to a
“volatility spiral,” the ECB said in a
report. Retail traders might try to
jump on the trade, aiming to exploit
the volatility, but may only wind up
contributing to it.
The next step for 0DTE options
may be individual stocks. The idea
would be to add four days to current
weekly option expirations for companies like Nvidia and other megacaps.
Traders could then take same-day
positions ahead of a major event such
as a quarterly earnings report.
Discussions have taken place between regulators and exchanges
about allowing 0DTE options for
some stocks, possibly as soon as
2025, according to a person familiar
with the matter. The individual
stressed that all the relevant parties
are still in the “analysis phase” and
are being “supercautious.”
Brokerage executives interviewed by
Barron’s said investors want the product, and some predicted it would be
approved. “I think single-stock 0DTE
trading is coming within the next two
to three years,” says Zacks of Moomoo.
“There is demand for it, and people
should be treated as adults with how
they invest,” Kinahan said.
But a few things would have to be
ironed out. Perhaps the biggest issue
is how to deal with events like earnings releases; 0DTE options expire
after the regular trading session ends
at 4 p.m. Aftermarket trading following an earnings release and conference call may be even more volatile
with 0DTE in the game.
Peterffy says that having 0DTE options for companies would make sense,
with limitations. He says he isn’t concerned about the impact on megacaps
or widely held large-caps. But there
could be opportunities for fraud with
less actively traded companies, just as
there is with meme stocks that can be
manipulated by hedge funds or gangs
of retail traders.
“Do it only for very liquid stocks,”
he says. “Otherwise it would be easier
to manipulate the market, and there
would be more things for regulators to
have to watch.”
The Cboe is now the key player in
0DTE options, but that would likely
change if they spread to equities. Other
exchanges would come into the market,
competing for trading volumes in a
product that has already shown enormous appeal to many investors.
“Any new options products must
be well thought out by all industry
participants to make sure it’s ready,”
says Cathy Clay, global head of derivatives at Cboe.
The key gatekeeper is the Options
Clearing Corporation, the organization
that issues and settles most options
and is overseen by regulatory bodies in
Washington. The OCC declined to
comment, as did the option market’s
primary regulator, the Securities and
Exchange Commission. Among exchanges, the Nasdaq and the New York
Stock Exchange declined to comment.
Wang, who trades on Moomoo,
acknowledges he got lucky. On one
day in 2022, he bet on the market going down the morning of a Fed meeting, and cashed in for $23,000 when
stocks turned negative during Chair
Jerome Powell’s press conference. A
bigger payout came when the S&P 500
popped more than 5% in one day on a
benign inflation report, turning his
$26,200 position into $73,000, according to screenshots viewed by Barron’s.
Overall, Wang says, he made about
$20,000 since he started 0DTE trading. But he now sets stop-loss orders
and is only willing to take a $2,000
loss every month, not every day.
“Trading sometimes involves luck,” he
says. “Don’t treat it as a videogame.
You never know where the market is
going.” B
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20
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July 1, 2024
July 1, 2024
BARRON’S
21
F UN DS
Silver Is a Hot AI Play. It’s
Beating Gold and Stocks.
Scoreboard: Telecom Calls
U.S. stocks hung on, with the S&P 500 up 0.18%, helped by Telecom Funds, rising 2.14%. With China
stocks slumping and tensions in the South China Sea, China Region Funds fell another 2.41%.
One Week
Year-to-Date
0.22%
2.14
– 2.41
0.18
– 0.06
– 0.18
8.82%
9.85
0.28
14.95
1.46
– 0.34
U.S. STOCK FUNDS
TOP SECTOR / Telecommunication Funds
BOTTOM SECTOR / China Region Funds
S&P 500
U.S. BOND FUNDS
Bloomberg Barclays AGG Bond
The Week's Top 25
BY DEBBIE CARLSON
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To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
G
old and copper might grab
headlines, but silver is one of
2024’s best-performing commodities, up 21% year to date,
beating its metallic cousins—and the S&P
500 index. But many investors are seemingly shunning the gray metal.
Most silver bullion and silver-mining
stock exchange-traded funds have net
outflows year to date, according to Morningstar data, while U.S. Mint silver bullion
coin sales are 1.34 million ounces, less
than half of 2023’s sales of 3.4 million
ounces through June.
It’s their loss. Silver is trading around
$30 an ounce, its highest level since 2012,
despite a seemingly tough fundamental
backdrop for precious metals: high interest rates, tapering inflation, a strong stock
market, and a still-growing U.S. economy.
“This is exactly the opposite environment
in which you should be investing” in silver, says Adrian Day, CEO of Adrian Day
Asset Management.
Silver can be affected by the same factors that influence gold, but it also has
industrial uses, since it’s a good electricity
conductor. The tailwinds lifting copper,
notably the global electrification push and
demand for more-powerful semiconductors, has silver shining. Notably, it is also
used in the powerful semiconductor chips
needed for artificial intelligence.
The Silver Institute, an industry group,
said industrial demand in 2023 reached a
record, noting a 64% jump in demand
from the solar-panel industry in 2023.
The group expects 2024 usage to rise
another 20%. That aligns with data from
the Solar Energy Industries Association,
which reported that the U.S. solar market
saw its second-largest quarter of installed
capacity in the first quarter, just behind
the record set in 2023’s fourth quarter,
led by utilities installations.
In addition to photovoltaic demand,
Robert Minter, director of ETF invest-
ment strategy at Abrdn—which issues
the $1.3 billion Abrdn Physical Silver
Shares ETF (ticker: SIVR)—says China
is driving some of the demand, both in
its role as the biggest manufacturer of
solar panels and as a source of investment demand. He notes that physical
silver in China is trading at a premium
to spot prices.
The higher demand comes as total supply from mining and scrap recycling
slipped 0.5% in 2023 and is expected to
fall another 1% in 2024, as demand outstrips supply, the institute says.
Silver is more than just the poor man’s
gold, says David Morgan, publisher of the
Morgan Report, a natural-resources newsletter, as it often acts differently from the
yellow metal. Being a smaller market, silver’s price moves are much more mercurial than gold’s and subject to seasonal
trends, with sluggish action in the summer
and greater volatility in fall and winter.
Options to own silver are limited, too.
Aside from physical bars and coins, there
are only a handful of nonleveraged/inverse ETFs available. The biggest silverbacked ETF is the $13.2 billion iShares
Silver Trust (SLV), while the biggest
silver-miner ETF is the $1.1 billion Global
X Silver Miners (SIL), up 24% and 11%,
respectively, in 2024.
Equity investors may be surprised to
learn there are no pure-play silver-mining
stocks, as most silver is dug up as a byproduct of base-metal or gold production.
“The dirty little secret is most silvermining companies do not have the majority of their revenue from silver,” Day says,
especially if they have gold production.
Silver’s future is likely to hinge more
on industrial demand than in years past.
If the robust growth in solar-panel production plateaus, it could soften silver
demand and thus prices. Still, silver used
in photovoltaics is locked up for years
until those panels are recycled, if at all,
which keeps that supply off the market
and may limit how far prices sag. B
Fund Investment
Objective
One Week
Year-to-Date
Baron Partners Fund Inst / BPTIX
Bail Giff Hlth Inn Eq I / BGHBX
Morg Stan Insight A / CPOAX
Fidelity Sel Bio Tech / FBIOX
Baron Global Advtg Inst / BGAIX
Fidelity Adv Biotech I / FBTIX
Morg Stan I Inc I / MSSGX
Transam Cap Growth I / TFOIX
Morg Stan I Gl Ins I / MIGIX
Fidelity Sel Telecomm / FSTCX
Evolutionary Tree Ivtr I / INVNX
Morg Stan I Growth A / MSEGX
Fidelity Sel Comm Serv / FBMPX
Morg Stan I Disc A / MACGX
Fidelity Sel SW & IT Svc / FSCSX
Baron Fifth Ave Gro Inst / BFTIX
Taylor Frigon Core Gr / TFCGX
Rydex Energy Svcs Inv / RYVIX
Franklin Str BD A / FBDIX
DWS Comm A / COMAX
Firsthand Tech Opptys / TEFQX
RMB Inv Japan I / RMBPX
Morg Stan I Vital Pf I / MSVDX
Spyglass Growth Inst / SPYGX
RMB Inv M Fnl Svc I / RMBLX
Multi-Cap Growth
Health/Biotech
Multi-Cap Growth
Health/Biotech
Global Multi-Cap Growth
Health/Biotech
Small-Cap Growth
Multi-Cap Growth
Global Multi-Cap Growth
Telecommunication
Multi-Cap Growth
Multi-Cap Growth
Consumer Services
Mid-Cap Growth
Science & Tech
Multi-Cap Growth
Mid-Cap Growth
Natural Resources
Health/Biotech
Telecommunication
Science & Tech
Japanese
Health/Biotech
Mid-Cap Growth
Financial Services
5.02%
4.46%
4.05
4.03
3.94
3.81
3.76
3.76
3.75
3.64
3.54
3.47
3.40
3.40
3.37
2.95
2.92
2.87
2.85
2.70
2.60
2.60
2.57
2.52
2.49
– 8.2%
– 1.5%
– 0.8
8.9
7.3
9.5
– 8.4
0.8
4.2
1.7
8.2
0.6
21.9
0.8
0.5
19.9
7.0
3.8
9.5
20.2
– 27.0
8.8
– 6.1
3.4
– 7.5
Fund Investment
Objective
One Week
Year-to-Date
ProFunds Btcn Str PF Inv / BTCFX
Vest Bitcoin SMV Inv / BTCLX
Midas / MIDSX
Oberweis China Opps Inv / OBCHX
Kinetics Paradigm NL / WWNPX
Kinetics Mkt Opps NL / KMKNX
Commonwealth Africa / CAFRX
Matthews Asia China Inv / MCHFX
Kinetics SO & CR Inst / LSHUX
Kinetics Internet NL / WWWFX
Alt Currency Strat
Flexible Portfolio
Precious Metals Eq
China Region
Mid-Cap Growth
Flexible Portfolio
Emerging Markets
China Region
GL Sm/Mid-Cap
Science & Tech
– 5.68
– 5.38%
– 4.39
– 4.17
– 4.06
– 3.94
– 3.90
– 3.80
– 3.58
– 3.46
38.8
37.1%
– 0.9
5.2
28.2
29.2
4.5
0.1
29.1
31.3
The Week's Bottom 10
The Largest 25
Fund Investment
American Funds Gro A / AGTHX
Fidelity Contrafund / FCNTX
Fidelity SA US Tot Stk / FCTDX
American Funds Bal A / ABALX
Vanguard Wellington Adm / VWENX
Vanguard Tgt Ret2035 Inv / VTTHX
Vanguard Tgt Ret2030 Inv / VTHRX
PIMCO Income Inst / PIMIX
American Funds ICA A / AIVSX
Vanguard Tgt Ret2040 Inv / VFORX
Vanguard Tgt Ret2045 Inv / VTIVX
American Funds Wash A / AWSHX
Vanguard Tgt Ret2025 Inv / VTTVX
American Funds Inc A / AMECX
American Funds FInv A / ANCFX
Vanguard PRIMECAP Adm / VPMAX
Vanguard Tgt Ret2050 Inv / VFIFX
American Funds EuPc R6 / RERGX
Fidelity SA Core Inc / FIWGX
Dodge & Cox Stck I / DODGX
Dodge & Cox Income I / DODIX
Fidelity Str Adv LgCp / FALCX
American Funds CIB A / CAIBX
American Funds NPer A / ANWPX
Fidelity Blue Chip Gr / FBGRX
Assets
(billions)
$136.7
$126.3
118.6
103.2
*Annualized 06/23/2021 to 06/27/2024. Through Thursday.
98.0
96.7
92.8
90.6
85.8
85.8
83.6
83.0
76.2
75.4
71.3
71.1
70.4
67.5
66.3
65.9
64.6
63.3
61.0
59.5
57.9
Objective
3-Year*
Return
1-Week
Return
YTD
Return
Large-Cap Growth
Large-Cap Core
Multi-Cap Core
Mix Tgt All Gro
Mix Tgt All Gro
Mixed-Asset Target 2035
Mix-Asst Targ 2030
Multi-Sector Inc
Large-Cap Core
Mixed-Asset Target 2040
Mixed-Asset Target 2045
Large-Cap Value
Mixed-Asset Target 2025
Mix Tgt All Mod
Large-Cap Core
Large-Cap Core
Mix-Asst Targ 2050
Intl Large-Cap Growth
General Bond
Multi-Cap Value
Core Bond
Large-Cap Core
Global Equity Income
Global Large-Cap Growth
Large-Cap Growth
6.6%
11.8%
9.3
5.2
5.2
2.9
2.4
1.2
11.3
3.5
4.1
10.3
1.8
3.7
9.3
9.5
4.5
– 2.4
– 2.2
7.6
– 1.2
10.7
3.5
3.5
10.0
0.60%
0.74%
0.18
– 0.43
0.19
– 0.04
– 0.08
– 0.06
0.07
– 0.02
0
– 0.71
– 0.10
– 0.54
– 0.49
0.54
0.02
– 0.33
– 0.25
0.23
– 0.21
0.29
– 0.66
– 0.13
0.78
17.3%
26.8%
15.4
8.9
8.8
7.1
6.3
2.1
14.9
7.9
8.7
11.2
5.4
4.2
15.1
15.0
9.3
7.4
0.3
8.3
0.7
16.5
4.4
12.0
27.9
Source: Lipper
22
BARRON’S
July 1, 2024
THE EC ONOMY
Undocumented workers are less likely to respond
to government surveyors, who will ask for their
identity before going into employment questions.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
A Rate-Cut Issue: Do
Jobs Numbers Miss the
Immigration Surge?
H
ere’s a surprise as
the U.S. economy
heads into the
second half:
Things now are
going pretty much
according to the
script laid out by Federal Reserve
policymakers.
After an unexpected interruption
in the downward trend of inflation at
the beginning of 2024, price measures
have returned to their moderating
path in the past month or two. Unemployment, meanwhile, remains at a
historically low level of 4% while
business payrolls have consistently
clocked in above expectations.
If those trends continue, they would
put the Fed on track for one reduction
in its key federal-funds target rate by
the end of the year, which was the median contained in the central bank’s
most recent Summary of Economic
Projections, released on June 12.
A big if, to be sure. But for now, the
numbers are going the right way. Friday’s report of the Fed’s preferred
gauge of inflation, the personal consumption expenditure index, showed
a rise of 2.6% from a year ago, both
overall and in the so-called core measure. The Fed’s June SEP contained a
median projection for the headline
PCE of 2.6% by year end and 2.8% for
core PCE. Inflation would have to
continue to moderate to end the year,
as it has the past couple of months,
after rising faster than forecast in the
first quarter.
Investors’ attention turns to the
labor market in the coming July
Fourth holiday-interrupted week.
BY RANDALL
W. FORSYTH
There will be no long, four-day weekend at the statistical mills of the Bureau of Labor Statistics, which will
release the June employment report
on Friday morning, July 5.
Forecasts for the key nonfarm payrolls tally center on an increase of
195,000, which would be down from
the upside surprise of 272,000 in
May’s release. But the outstanding
feature of the previous report was the
startlingly different story from the
separate survey of households, which
showed a sharp decline in employment of 408,000.
The divergence between the establishment survey, which produces the
more widely watched payrolls number
for Wall Street, and the household
survey, which informs the unemployment rate that is closely tracked by
politicos, has been going on for some
months now. As the chart here shows,
the household measure has been decidedly weaker for almost a year now.
Some economists assert that at
turning points in the economy, the
changes may show up sooner in the
household data. That’s even though
this measure is based on a much
smaller sample and is prone to greater
volatility as a result.
But there may be other factors at
play that could explain the discrepancy, according to a number of economists. The surge of immigration, both
legal and otherwise, could be especially important.
Undocumented workers, understandably, are less likely to respond to
U.S. government surveyors, who will
ask for a household member’s identity
before going into employment questions, according to Henry Wu, senior
strategist and head of quantitative research for Alpine Macro. Employers,
meanwhile, provide only aggregated
data on workers on their payrolls,
without identifying individuals.
There are other aspects to the undercount of immigrants in the household employment data. These are based
on surveys of approximately 60,000
households, which are extrapolated to
represent the entire U.S. population.
“For example, if a survey of 10 people finds that five are employed and
the estimated population is 100, it will
project 50 workers. However, if the
actual population is 102, the real employment number should be 51, or 2%
Tale of Two Jobs Tallies
While nonfarm payrolls have grown steadily, household employment has faltered.
Undercounts of immigrants may explain much of the difference.
6-Month Average Change in Nonfarm Payrolls
6-Month Average Change in Household Employment
1,500 thousand
1,000
500
0
-500
2021
Source: Bloomberg
'22
'23
higher,” Wu explains in a research
report.
If, as estimated, there are more
than four million undocumented immigrants in the U.S., and assuming
48% of that population is employed,
then more than two million immigrants are working but not counted in
the household survey, he writes. That
would explain over half of the 3.8 million gap between the establishment
and household measures.
Another 770,000 represent people
working multiple jobs, Wu adds. A
multiple job holder could show up on
two or more payrolls, for example. This
would be consistent with a rise in parttime employment and a drop in average
hours worked in a week. It’s another
way the pandemic changed things;
remote work allowed people to hold
multiple jobs, with greater flexibility.
The much-publicized domestic migration from high-cost, high-tax urban
centers also may be distorting the numbers, writes RBC Capital Markets economist Michael Reid. Problematic 2020
census data don’t fully reflect the move
from the likes of New York, Los Angeles, and Chicago to lower-cost Sunbelt
cities such as Nashville, Charlotte, and
Phoenix. As a result, high-unemployment states such as New York, California, and Illinois are overweighted in the
national data while regions with strong
jobs growth and lower unemployment
rates are underweighted.
In his June 12 press conference, Fed
Chair Jerome Powell cited immigration as factor that has helped to increase the workforce and thus loosen
labor-market conditions. The socalled JOLTS, or Jobs Openings and
Labor Turnover Survey, also attests to
less-tight conditions; new numbers for
May are due Tuesday.
But softness in the household portion of recent jobs reports likely overstates any apparent weakening in the
labor market. Fed-funds futures
placed a 70% probability of September rate cut as of Friday, according to
the CME FedWatch site, with a 95%
chance by December. Traders should
be wary of expecting lower Fed rates
based on distorted data. B
'24
email: randall.forsyth@barrons.com
July 1, 2024
BARRON’S
T ECH T RADER
I’ve loved writing for Barron’s, and the past five
years have been the sweetest. I will miss writing
this column most of all.
N
Jaap Arriens/NurPhoto via Getty Images
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
After 40 Years, I’m
Signing Off. But First,
One More Thing
o one has more experience leaving
Barron’s than I do.
And here I go
again.
My first departure from this place
came in 1998. After a decade here, I
was lured to The Industry Standard,
a feisty dot-com era upstart which
declared itself “the newsmagazine of
the Internet economy.” It was a ton of
fun, but the Standard couldn’t survive the bursting of the bubble. It
filed for bankruptcy in 2001, and was
sold for scrap.
Barron’s, of course, continued to
thrive. Pets.com hat in hand, I came
back here for another nine-year run,
among other things spending years as
the first Barron’s blogger, writing
what we called Tech Trader Daily.
That was super fun, but all good
things eventually come to an end, and
in 2010 I left again.
I won’t bore you with everything
that happened to me after that, but
suffice to say I eventually spent six
years in corporate communications—
what journalists call “the dark side”—
before returning to Barron’s for a
third time in 2019.
Now here we are five years later,
and I’m hitting the road, Jack, for one
more career adventure.
But before I go, I wanted to offer
you one more list of thoughts—I’ve
been doing a lot of those in recent
years. This time, it’s some musings on
technology and innovation that I’ve
had since joining the newswires at
Dow Jones in 1984 and Barron’s four
years after that. So, here it goes, 40
23
BY ERIC J.
SAVITZ
years of lessons condensed into nine
paragraphs:
Most of the time, the next great
thing just isn’t that great, although it
always make for fantastic copy. Let us
raise a glass to 3-D televisions, the
metaverse, virtual and augmented
reality, 3-D printing, personal drones,
cryptocurrency, blockchains, NFTs,
Web3, fake meat, legal marijuana,
Segways, Quibi, and Napster. Let’s all
fondly remember Google+, Google
Glass, Netflix Qwikster, Apple Ping,
Apple cars, Apple Pippin, Apple
Newton, Apple eWorld, HP iPods,
Windows Mobile, Microsoft Zune,
Clippy, and Microsoft Bob. Let’s
spend a moment recalling the rise and
fall of Flip camcorders, MoviePass,
SecondLife, Hyperloop, WeWork,
Jawbone, Webvan, Juicero, nanotech,
superconductors, Theranos, Solyndra, SPACs, and direct stock listings.
Turns out, it isn’t easy to change the
world.
No question, technology involves experimentation. But most
start-ups fail, and most products
never succeed. Be skeptical, but not
cynical. Be open to new ideas, but
don’t get suckered into nonsense, and
tamp down your FOMO.
Not all of the things on my list
were obvious losers, but some
screamed “fail” from the get-go. There’s
no better example than 3-D TVs. A
little over a decade ago, the show floor
at the annual CES tech trade show in
Las Vegas was dominated by television
manufacturers pushing the idea as the
biggest thing to happen to consumer
electronics since the death of the picture tube. To me, it seemed flat-out
delusional to think people would watch
football, SNL, or the local news while
wearing a ridiculously dorky headset.
Ignore marketing blather and trust
your common sense.
Now to be clear, sometimes the
next great thing really is that
great. Personal computers, Wi-Fi,
cloud computing, iPhones, social media, the internet, streaming television,
Google, Facebook, YouTube. And by
the way, there were naysayers on all
of those.
I was going to include artificial
intelligence on the winners list,
but it isn’t impossible it ends up on
the overhyped one. The jury is still
out. I’m not sure how AI is going to
make money, but some of what you
can do with chatbots is remarkable. If
you aren’t experimenting with AI,
you’re making a big mistake. Be a
skeptic, not a Luddite.
The truth is that many things
end up somewhere in the middle,
semi-useful ideas that simply don’t
offer the returns investors fantasize
about. Segways didn’t revolutionize
urban transportation, but they’re
popular for tours. WeWork cost Soft-
Bank billions, but the business just
emerged from bankruptcy. There
really are markets for legal weed and
fake burgers, but the impact hasn’t
been nearly as earth-shattering as
bulls hoped.
While many fantastic ideas
come from two guys in a garage,
the companies with the best chance of
leveraging innovation are those with
the deepest pockets, the keenest marketing acumen, and the most customers. There’s a reason that the key
players in AI include Microsoft, Alphabet, Meta Platforms, Amazon.com, and Nvidia. In the eternal
battle between David and Goliath, the
odds strongly favor the big fella.
There are advantages to being
new and nimble, but it’s even better
to be old and nimble. Some of the
most interesting bets on AI right now
are Corning, IBM, Oracle, and
Hewlett Packard Enterprise, which
together have been around for 415
years. That overnight success story
Nvidia was founded 31 years ago.
Remember this, from the physicist Richard Feynman: “For a successful technology, reality must take
precedence over public relations.”
I
’ve loved writing for Barron’s, and
the past five years have been the
sweetest—an unexpected second
boomerang back to my journalistic roots. I will miss writing this column most of all.
Not every call I made here worked
out, but a lot of them did, and I hope I
at least gave you some things to think
about along the way. I am grateful to
all of you who came along on the
journey. B
I’m not sure how AI is going to
make money, but some of what you
can do with chatbots is remarkable.
If you aren’t experimenting with AI,
you’re making a mistake.
24
BARRON’S
Q&A
An Interview With Blake Haxton
Co-Manager, Brandywine Global High Yield
A Paralympian’s
Best Picks for
High Yields
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
BY AMEY STONE
B
lake Haxton, a credit analyst at Brandywine Global
and a Paralympic athlete,
didn’t let losing his legs
and almost losing his life
derail his ambitions for a
career in finance and his
dreams of athletic glory.
During his senior year of high
school, Haxton, a competitive rower
at the time, contracted a bacterial
infection that nearly killed him. Doctors had to put him on a heart machine and perform more than 20 surgeries, including amputating his legs,
to save his life.
Now 33, Haxton is part of the fourperson team at the Franklin Resources investment boutique that
manages the top-performing Brandywine Global High Yield fund
(ticker: BGHAX)—and he is preparing to represent the U.S. in Paris in
canoeing. He spoke with Barron’s
about his picks in the high-yield bond
market, how overcoming challenges
informs his investing, and how he
was able to achieve his goals despite
suffering devastating physical loss.
Barron’s: We have a lot to discuss
about high-yield bonds and your
sport, but let’s start with your
personal story. You became disabled at 18?
Blake Haxton: The brief version is
that in my senior year of high school,
I contracted necrotizing fasciitis,
which is more commonly known as
the flesh-eating disease. The only way
to treat it is to amputate whatever
tissue it got hold of. I contracted it in
my right leg, and my left leg also had
to be amputated due to a lack of blood
flow from being on a life-support machine. There are about six weeks that
I can’t remember, and there was
probably another month where I was
in and out of consciousness.
How did you come back from
that? You went to college and law
school and started working, all on
schedule.
In terms of milestones and college, I
stayed on track. I got sick in March
and started at Ohio State in September. To be honest with you, I’m not
sure I would do it that way again.
Physically, it probably took two years
to feel anything like normal.
I had to let go of things that were
in my plans. I was being recruited to
row in college. I had received an
Army ROTC scholarship, so I was
going to go to college and then do
four years in the Army. Everything
had to change very quickly, and embracing that really did me a service.
How did you get into finance and
end up working at Brandywine?
Photograph by BROOKE LAVALLEY
July 1, 2024
July 1, 2024
BARRON’S
25
“I’ve done things that totally exceeded any expectations I had, whether or not I
ever became disabled.”
I always knew I wanted to study finance, so that was an easy decision.
It actually fits my skill set, and you
can do it from a wheelchair. I got an
internship at Diamond Hill Capital,
which was based here in Columbus,
Ohio. I eventually got hired as an
analyst right after I graduated from
law school. Brandywine acquired
Diamond Hill’s high-yield-focused
funds in 2021, and the portfolio team
came over with the funds. I joined
them about a year after that.
How does the team manage the
$2.3 billion Brandywine Global
High Yield? The fund has posted
average annual returns of 6% for
the past five years, putting it in
the top 2% of all high-yield funds,
according to Morningstar.
We have two portfolio managers, John
McClain and Bill Zox; an associate
portfolio manager, Jack Parker; and
I’m the analyst. Brandywine Global
High Yield is the biggest of our funds.
We also have Brandywine Global
Corporate Credit, which has a
higher-quality tilt, and Brandywine
Global Global High Yield, which has
more of an international focus—and
two “globals” in the name.
We talk about every credit and we
try to avoid bureaucracy. We’re willing to be very nimble at times, and
have no qualms about being bigger in
one industry or less in one that others find attractive. We look for names
we think are underappreciated, and
all four of us are really dyed-in-thewool value investors.
What is your view of the highyield sector now? Is it tough to
find good values?
There’s no question that, compared
with historical levels, spreads are
relatively tight right now [meaning
yield premiums over Treasuries are
smaller than usual], and we’re carefully managing risk. But high-yield
fundamentals, like default levels and
interest coverage, are at strong levels.
Supply has been limited and, with
yields around 8%, demand has been
booming.
Of course, high yield has to work
within an individual’s portfolio or
investment strategy and it might not
be a fit for everyone, but we think it’s
a great way to generate current income. It has a higher-return profile
than core fixed income without as
much downside volatility as you see
in equities.
We think that there are still inefficiencies in the asset class. Maybe
they are credits in a smaller or outof-favor industry. Maybe it’s just a
small issue size that is priced inefficiently—that’s a place where we’re
very interested in being. We’re constantly seeing credits that we don’t
want to participate in, and that ends
up informing our views of the ones
we do. We want to be selective about
where we take our risk.
Let’s talk about some opportunities you see.
Energy is a sector we’ve been very
involved with. A lot of those companies either got bought or were upgraded. I’d say we now have a cautiously constructive view of energy.
One area where we have more exposure now than we had in the past
is in Canadian oil-and-gas companies. Usually we like small-cap ones
that issue dollar bonds. This is a sector that has really historically been
out of favor, partly because there is a
home-country bias by American
managers and analysts and also because there is a pricing differential
with oil produced in Canada. We got
interested a couple of years ago, seeing the fundamentals of the wells
they were drilling.
One credit that we’ve been involved with is Greenfire Resources,
which has a 12% coupon on bonds
that mature in 2028. That’s only a
$300 million bond, which is very
small for our industry, and we were
able to take a meaningful chunk of
that position with terms that were
really favorable. For example, the
borrower pledged in the covenants to
use free cash flow used to pay down
debt. Those are the exact types of
issues where we want to be involved.
The home-builder sector is also in
your coverage area. What do you
see there?
There’s a tug of war in home-building. High interest rates hurt on the
demand side, while a lack of home
availability has hurt on the supply
side. Coming out of 2008 and 2009,
we were happy to be lending to these
businesses. That was such a painful
period for the industry that it led to a
lot of financial discipline, and we saw
management teams turn much more
conservative in their land positions
and balance sheets and take on much
less leverage.
One credit that we historically
were involved with is Dream Finders Homes, which has an 8.25% coupon bond maturing in 2028. That’s a
smaller issue where we like the management team and their ability to
manage the balance sheet. It has
worked out over time.
It sounds like right now you’re not
as positive on home builders.
It’s more of a pricing issue. We’re
looking for excess value and we think
those credits are more appropriately
priced now.
Let’s move to the metals and mining area. What do you see there?
We’ve been bullish on copper for several years. We’re hardly the only
ones. There’s a small Canadian copper company we like called Taseko
Mines. It issued a bond with an
8.25% coupon that matures in 2030.
We’ve been pretty high-touch with
management over the years, so that’s
one we’ve been able to participate in
as the fundamentals have improved.
And, of course, the copper markets
cooperated.
When did the Paralympics become part of your life?
I started training right around the
time of my first internship at Diamond Hill—without any intention of
competing—and then ended up getting fast enough to be able to try out
for the U.S. National Team. Making it
was a dream come true. I get to go to
Paris in two months, and I competed
in Japan and Brazil. I’m so grateful
that it has gone the way it’s gone.
How did you decide to focus on
canoeing?
In Tokyo, I competed in rowing and
canoe and won a silver medal in canoeing. My disability fits better with
the rules in canoe, where you’re facing forward and you have one paddle
plus an outrigger for stability. Legs
aren’t as important a part of the
stroke as in rowing, where if you
have them you can use them, so I was
at a disadvantage.
You’re at a top-performing fund
and about to compete in the Paralympics. It seems to me like you’ve
been able to achieve some of your
high school dreams.
I think back to where my head was at
when I was laying in a hospital bed
for three months, and I never would
have believed any of this was going to
be possible. I’ve done things that totally exceeded any expectations I had,
whether or not I ever became disabled. A lot of people gave me
chances that I really didn’t deserve,
and that was amazing. That said, if I
could get my legs back right now, I
would. There’s no question about it.
Does your experience overcoming
challenges inform your investing?
I have made so many forecasts about
my own life that ended up being massively wrong and it gives me a lot of
humility, including in my process
around investing. I understand that
there are going to be things that happen that are deeply unpredictable,
both good and bad, and we’re just
going to have to cross that bridge
when we come to it.
In my own life, I’ve seen things go
from bad to worse, and I’ve seen
things in my own life improve more
than I ever thought they could. And
I’ve seen that in my investing career.
I’ll say one thing about our team,
we’re not afraid of an underdog.
Thanks, Blake. B
26
BARRON’S
July 1, 2024
MARKET WEEK
June 24 through June 28, 2024
International Trader
P. 31
Charting the Market
P. 34
Striking Price
P. 32
Winners & Losers
P. 35
Inside Scoop
P. 33
Research Reports
P. 36
13D Filings
P. 33
Statistics
P. 37
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials
S&P 500
Nasdaq Composite
Nvidia
52-wk: +13.69% YTD: +3.79% Wkly: -0.08%
52-wk: +22.70% YTD: +14.48% Wkly: -0.08%
52-wk: +28.61% YTD: +18.13% Wkly: +0.24%
52-wk: +192.06% YTD: +149.47% Wkly: -2.39%
39,118.86
5460.48
17,732.60
$123.54
6%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Top-Heavy
More than 70% of S&P 500 stocks
closed in the green on Monday, but
the broader index slid due to one
major factor: Nvidia dropped 6.7%.
4
2
0
-2
Snapback
Momentum swung back to growth
stocks and Nvidia on Tuesday. The
Nasdaq Composite jumped 1.3%,
while the value-tilted Dow Jones
Industrial Average slid 0.8%.
Yen on Sale
The yen weakened to nearly 161
versus the dollar on Wednesday, a
level last seen in 1986. Stock indexes
rose despite a 1.9% Nvidia drop.
No Debate
Stock indexes felll late on Friday,
following the release of as-expected
inflation data for May. Overall prices
were flat during the month.
-4
-6
-8
Monday
Tuesday
Wednesday
Thursday
Friday
Close
Source: Barron’s Statistics
THE TRADER
Growth Is
The New
Worry.
That’s Bad
For Stocks.
T
he stock market is
hitting a new high,
but most stocks are
struggling. Even
news that would
usually move them
isn’t doing the trick,
a sign that equities won’t be an exciting place to invest in a while.
The S&P 500 index fell 0.1% for the
week, while the Dow Jones Industrial
Average dipped 0.1% and the Nasdaq
Composite advanced 0.2%. Yet the Invesco S&P 500 Equal Weight exchange-traded fund dropped 0.7%.
That ETF, unlike the market-valueweighted index, holds the same
amount of each stock, so its move reflects that the true performance of the
average stock was poor.
BY JACOB
SONENSHINE
The equal-weighted ETF has been
trying—and failing—to crack its record high of $169. Even a positive read
on the global economy from FedEx
couldn’t compel buyers to push the
fund up to new highs. On Wednesday,
FedEx said revenue will grow in the
low- to mid-single-digit percentages
for fiscal year 2025, a clear signal that
global demand for goods is growing.
Yet the equal-weighted S&P 500
dropped 0.4% that day.
“It’s a poor little market that can’t
find its way,” writes Frank Gretz, market technician at Wellington Shields.
“Healthy markets are about participation, and this market is lacking there.”
Nor did the market respond to a
benign inflation report on Friday. The
personal consumption expenditures
index rose 2.6% year over year in May,
down from April’s 2.7% reading. That
sent the two-year Treasury yield—a
barometer for expectations about the
federal-funds rate—down to as low as
4.67% from 4.74% the previous week.
That would seem to boost the case for
rate cuts. Yet the S&P 500 gained just
0.1% Friday, as the market turns from
focusing on interest rates to worrying
about economic growth.
“Investors have suddenly shifted
their mind-set to looking at the economic data and not just saying this is
great that the Fed is going to cut rates,
but maybe that we’re going to head
into recession,” says Seema Shah, senior global investment strategist at
Principal Global Investors.
That could conceivably keep inves-
July 1, 2024
BARRON’S
tors in Big Tech, particularly the Magnificent
Seven. Those stocks had a good week, with
five of the seven rising. Nvidia, down 2.4%,
and Microsoft, down 0.6%, were the exceptions. These companies do well in good
times, but their stocks can outperform when
the economy slows, too, because their
growth doesn’t rest on the economy as much
as it does on bigger themes such as artificial
intelligence. Plus, lower rates make future
profits more valuable.
But even there, concerns abound. The
most glaring is valuation. The S&P 500 Information Technology Sector trades at 33.5
times 12-month forward earnings after gaining 43% from its October low, likely already
reflecting rising earnings and falling rates.
Add it all up, and investors could be set
up for a cruel summer.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
6 Small-Caps That Could Rally
High-growth, small-market-capitalization
stocks have been shut out of the market
rally for long enough. Being choosy should
pay off, though.
The iShares Russell 2000 Growth
ETF is home to stocks with an average
market cap of $6 billion that are expected
to boost profits, in aggregate, faster than
the S&P 500, Nasdaq Composite, and even
the broad small-cap indexes. The ETF is
down 22% from its record high, hit in early
2021, while the Nasdaq has seen many new
highs since then.
The main problem is higher interest rates.
Many of these companies are unprofitable
and rely on raising money to fund growth.
The increased cost of financing from higher
rates lessens the appeal of future cash flows
from business expansion, and some companies are in financial distress.
Even with indications that the Federal
Reserve might cut rates soon, these stocks
haven’t gotten tons of traction yet. Rate
cuts aren’t a given, because inflation remains above the Fed’s goal. Plus, Big Tech’s
artificial-intelligence dominance has
hogged investor attention and money.
The good news is that the small-cap
growth fund has begun to show signs of life.
The ETF is up more than 1% from a multimonth low set on June 14, outperforming the
Nasdaq Composite’s slight dip since then. It
trades at just under 33 times forward 12month earnings estimates, roughly half of its
2021 peak. The current multiple is also a
mere 16% above the Nasdaq’s 28.5 times,
versus an average premium of almost 50%
in the past five years, according to our calculations of FactSet data.
The key is discerning the most promising
small-cap growth stocks. After all, the group
as a whole may struggle for a bit since the
market doesn’t fully trust the narrative that
rates are about to aggressively fall.
Trivariate Research screened for the
small-cap growth companies that have recently seen higher profit margins and free
cash flow versus their historical averages,
but have traded with lower betas—a measure of volatility—versus their histories. The
goal is to find stocks with less downside if
the entire market drops, but with strong
upside because of their fundamentals.
Stocks on the screen include Yelp, which
has a $2.4 billion market valuation, and the
$1.8 billion Powell Industries, which
manufacturers custom-engineered products and systems for energy and utility
companies. Another is the $3.7 billion Simply Good Foods, which makes shakes and
nutrition bars such as Quest. Euronet
Worldwide is a $5.1 billion payment and
processing provider. GMS is a $3.3 billion
distributor of walling and ceiling systems
for interior construction.
There’s also Commvault Systems, a $5.3
billion provider of cybersecurity software
that helps businesses protect against threats
such as ransomware. The majority of its
expected $895 million 2024 revenue is subscription-based, according to FactSet. It
competes with a crowded field of players,
including IBM and Dell Technologies, but
Vital Signs
Friday’s
Close
Week’s
Change
Week’s
% Chg.
Friday’s
Close
Week’s
Change
Week’s
% Chg.
DJ Industrials
39118.86
-31.47
-0.08
Barron’s Future Focus
1093.11
-1.04
-0.10
DJ Transportation
15415.23
+301.90
+2.00
Barron’s Next 50
3237.58
+12.94
+0.40
Barron’s 400
1136.64
+6.62
+0.59
DJ Utilities
906.67
-2.79
-0.31
DJ 65 Stocks
12473.19
+50.81
+0.41
Last Week
1,601
Week Earlier
1,654
1,287
1,229
DJ US Market
1325.22
-0.27
-0.02
NYSE Advances
NYSE Comp.
18026.50
+30.80
+0.17
Declines
NYSE Amer Comp.
4829.66
+140.44
+3.00
Unchanged
43
45
S&P 500
5460.48
-4.14
-0.08
New Highs
230
166
S&P MidCap
2930.09
-1.77
-0.06
New Lows
132
160
S&P SmallCap
1296.98
+14.61
+1.14
Av Daily Vol (mil)
4,328.3
4,403.3
Nasdaq
17732.60
+43.24
+0.24
Dollar (Finex spot index)
105.87
105.80
Value Line (arith.)
10157.84
+27.02
+0.27
T-Bond (CBT nearby futures)
118-10
119-25
Russell 2000
2047.69
+25.66
+1.27
Crude Oil (NYM light sweet crude)
81.54
80.73
DJ US TSM Float
53915.68
+23.63
+0.04
Inflation KR-CRB (Futures Price Index)
290.47
293.22
Gold (CMX nearby futures)
2327.70
2316.40
27
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28
BARRON’S
WHAT’S MOVING THE MARKET?
FIND OUT
WITH OUR
SECTOR
TRACKER
1 Day
5 Day
1 Month
3 Month
6 Month
YTD
1 Year
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
5 Year
S&P 500 INDEX
2.44%
Oil & Gas
XLC
COMMUNICATION SERVICES
Telecommunications
XLY
CONSUMER DISCRETIONARY
Technology
2.31
0.10
XLP
CONSUMER STAPLES
XLE
ENERGY
XLF
FINANCIAL
XLV
HEALTH CARE
XLI
INDUSTRIALS
–0.95
Utilities
XLB
MATERIALS
–0.96
Basic Materials
XLRE
REAL ESTATE
–0.99
Industrials
XLK
TECHNOLOGY
XLU
UTILITIES
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
An investor should consider investment objectives, risks, charges and expenses carefully before
investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit
www.sectorspdrs.com. Read the prospectus carefully before investing.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
July 1, 2024
All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification
risks, which generally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
TheS&P500isanindexof500commonstocksthatisgenerallyconsideredrepresentativeoftheU.S.stockmarket.Youcannotinvestdirectly
in an index.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
Financials
0.08
Consumer Services
0.04
–0.18
Health Care
–0.23
Consumer Goods
Source: S&P Dow Jones Indices
it has grown sales from less than $304 million in 2010. The company produced a 21%
operating margin last year.
Analysts expect sales to grow at a lowdouble-digit percentage rate annually
though at least 2026. Margins may not improve much because of stepped-up selling,
marketing, and research spending, but the
company doesn’t need to borrow additional
money. Revenue growth should spur annual
bottom-line growth of 15% through 2026.
Big things could eventually come from
these small stocks.
How to Trade Nvidia Now
ALL-NEW NEWSLETTER
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delivered to your inbox
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Mansionglobal.com/newsletters
R ARCHITECTURE/UNSPLASH © 2023 DOW JONES & COMPANY, INC. ALL RIGHTS RESERVED. 2E6147
Nvidia stock has dropped—finally. But it
isn’t time to buy the dip just yet.
If any stock appears unstoppable, it’s
Nvidia. Since bottoming in October 2022,
shares have gained 1,000%, making it the
second-best-performing stock currently in
the index. There have been potholes along
the way—seven drops of 10% or more since
then—but each time, shares have bounced
back to hit new highs.
The stock is in the midst of such a decline
right now. It dropped 17% from its split-adjusted intraday peak of $140 hit earlier this
month through Monday’s low of $116, and is
still down 12% after Tuesday’s rally. This
pullback, too, could turn into a buying opportunity—it’s just a question of when.
“Most people should be looking for a
way in, not a way out,” says Rich Ross,
head of technical analysis at Evercore ISI.
There hasn’t been a catalyst for Nvidia’s
decline. The company hasn’t announced
any news, offered any guidance, or done
much of anything that would result in a
decline. Earnings estimates have either
remained unchanged or been raised for
each of the next four quarters.
But the stock was overextended. At its
peak on June 18, it was 37% above its 50-day
moving average, near its highest level over
the past five years. And when the stock
starts falling, it can easily drop all the way to
its 50-day moving average, now at $104.62.
That suggests the stock could fall another
19% before finding its footing. Shares “need
to get oversold,” writes John Roque, head of
technical strategy at 22V Research.
Nvidia will find its footing—as long as its
financials hold up. Analysts expect sales to
hit about $115 billion this year, per FactSet,
and to grow at about 25% annually from the
end of 2024 through 2026, to $183 billion.
Artificial intelligence requires more chips,
and those chips carry higher prices and
higher gross profit margins. That should
help earnings grow 27% annually through
2026, ultimately reaching $4.13 a share.
That might even be too low. The company keeps beating forecasts, and Mizuho
Securities trading desk analyst Jordan
Klein says the buy side is modeling earnings that are 10% to 20% above analyst
projections. If that’s the case, earnings per
share could potentially hit $4.95 in 2026.
Even at a price/earnings ratio of 35
times—seven points below its current 42
times—those earnings would put the stock
at $170 by the end of next year, for a 38%
gain. And as long as the market is confident
that Nvidia can sustain its growth for several years, it will trade that expensively,
Klein notes.
Earnings could provide the next catalyst
for the stock. Nvidia is expected to release its
second-quarter numbers in late August, and
if they show that the profit outlook remains
as robust as the market envisions, it’s realistic to assume buyers will bid the stock up.
Jay Woods, chief global strategist at Freedom
Capital Markets, says reaching $170 isn’t out
of the question based on the size of recent
trading ranges when the stock bounces
around between low and high levels.
Just remember to let it sell off a bit more
first. B
July 1, 2024
BARRON’S
29
INTERNATIONAL TRADER
Markets Sputter but
Lula’s Brazil Has Legs
BY CRAIG MELLOW
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
L
ula’s markets honeymoon is over.
But the marriage isn’t annulled
yet. Investors are still buying
marked-down Brazilian assets,
cautiously.
Brazil rocked through 2023 as Luiz Inácio Lula da Silva, starting a third term as
the Latin American giant’s president, tilted
more pragmatic than left-wing. This year,
not so much.
The iShares MSCI Brazil exchangetraded fund has shed 15% since early May.
The yield on 10-year local-currency bonds
has jumped almost two percentage points
year to date to more than 12%.
Blame, in part, the global economic
weather made in Washington. Investors
were counting on Brazil cutting interest
rates to single digits this year as the Federal Reserve began to loosen. Instead, the
Fed is on hold, and Brazil’s central bank is
sticking with 10.5%.
Lula, as the 78-year-old leader is
known, has undermined confidence too,
though. “It’s almost all domestic factors at
play,” says Arif Joshi, co-head of emerging
market debt at Lazard Asset Management.
“The selloff is completely warranted.”
Projections for Brazil’s primary budget
deficit (not including interest costs) have
crept up from 0.5% to 0.8% of gross domestic product, Joshi says. The government wants to move the target date for a
primary surplus from next year to 2026.
Those might seem like small details
compared with budget-busting pre-election spending in, say, India or Mexico. But
debt service already eats up nearly 30% of
Brazil’s state revenue, compared with 15%
for Mexico, says Thierry Larose, portfolio
manager for emerging markets local debt
at Vontobel Asset Management.
Lula is also bullying the central bank,
labeling respected Gov. Roberto Campos
Neto a “political and ideological adversary”
after the latest refusal to cut rates further.
That’s worrying because Campos Neto’s
term ends this year, and Lula appointees
will control monetary policy going into
2025.
Nonetheless, Joshi and Larose aren’t exactly fleeing Brazil. Lazard has shifted from
overweight to “a more neutral position” on
Brazilian debt, Joshi says. Vontobel is adding
back after selling off earlier this year.
Brazil’s economic present looks pretty
robust. Growth is holding steady at around
2% a year. Unemployment is a relatively
low 8%. Campos Neto’s central bank holds
a hefty $350 billion in currency reserves.
And 10.5% interest over 4%-ish annual
inflation still offers a near-world-beating
real interest rate. “I’m hard-pressed to see
a further selloff, so you’re getting paid
nicely to wait,” Joshi says.
The outlook is tougher for stocks, as
global investors have soured on the Brazil
story, and domestic investors stick with
rich fixed-income returns, says Daniel
Gewehr, head of Latin American equity
strategy at Itau BBA.
Still, the drop in prices is creating some
deep value plays, he says. Brazilian equities are trading at an average 7.5 times
earnings, a quarter less than their historical average.
Gewehr’s top picks include utility
Equatorial Energia and port operator
Santos Brasil Participacoes, infrastructure powers with long-term financing and
reliable revenue streams. He also likes
shopping mall giant Multiplan Empreendimentos Imobiliarios and Direcional
Engenharia, a low-cost home builder
poised to benefit from Lula’s programs to
house the poor.
Brazil watchers will be on alert in late
July, when the government publishes a
review of public sector spending. Northern
Hemisphere autumn brings new budget
talks, municipal elections, and Lula’s nomination of a new central bank boss.
“Lula has a track record of shifting
pragmatically before things get out of control,” Larose comments.
If he doesn’t, things could get ugly. B
Investing
in Education
Celebrates
Pride
The future of a more diverse generation of the financial
industry includes members of the LGBTQ+ community
and its allies. It is important to our program that everyone
has a seat at the table and that all students and faculty
feel comfortable and safe being themselves at school
and work.
To help us diversify the future generation of
business leaders and sponsor a school in our
program, contact: BarronsEDU@barrons.com
© 2024 Dow Jones & Company, Inc. All rights reserved. 2EIIE6207
30
BARRON’S
July 1, 2024
T H E ST RIKING PRIC E
Cash idling in high-yield money-market accounts
can finance the sale of cash-secured puts during
stock swoons triggered by election-related fears.
Equity Options
How to Profit When
Others Panic Over Politics
CBOE Volatility Index
VIX Close
The Equity-Only Put-Call Ratio
VIX Futures
Put-Call Ratio
S&P 500 Index
23
194
174
20
BY STEVEN M. SEARS
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
P
oliticians come and go. The financial markets rule forever.
When politics and markets
threaten to collide, as they did this
past week at the first presidential candidate debate, investors should prepare to
turn campaign cacophony into returns.
President Joe Biden weakly asserted
that his opponent threatens democracy
and the world order, including the global
economic system. Donald Trump, who lost
to Biden in 2020, questioned Biden’s mental fitness and contended that his economic
and immigration policies have harmed
America. They both tried to blame each
other for inflation, rather than offering any
real insights or solutions.
All of the noise likely won’t matter
much to the stock and options markets
this far in advance of the November election. Options volatility is currently low,
and stock indexes are as high as America’s
political environment is unstable. Those
are key facts to consider. The presidential
election itself may alter that, or not.
Look past political talk, which will
change in response to polling data, and
focus on financial facts made truer by time.
The world needs quality blue-chip stocks,
some of which are just as influential—and
often more so—than politicians.
If you need a lodestar to follow during
the election, let it be companies with high
free-cash flow and reliable dividends. If
you need help finding those companies,
look at the top holdings of relevant exchange-traded funds, including ProShares
S&P 500 Dividend Aristocrats (ticker:
NOBL) and FCF US Quality (TTAC).
The world is awash in money that always
needs a home. It’s that simple. Rather than
shouting at the TV, or panicking if Biden or
Trump roil the markets, monetize the fear.
Add to long stock positions on weakness.
Cash idling in high-yield money-market
funds can finance the sale of cash-secured
put options during stock swoons. (Puts
give holders the right to sell an asset at a
set price within a specific period.) The
strategy—which entails selling puts with
strike prices some 5% or so below the underlying stock price, and that expire in a
month—allows investors to be paid by the
options market for agreeing to buy more of
favored stocks at lower prices.
Use this approach to buy blue-chip
stocks that ideally pay dividends and that
can be held for a minimum of three to five
years or longer.
If our election, and those in Europe,
make the world even crazier, investors
will likely stampede into flight-to-safety
trades. Blue-chip stocks with dependable
business models, and that have compelling investment themes like artificial intelligence, will likely prevail.
The “Fed put” remains a subject of continued debate. If the Federal Reserve lowers rates this year, stocks should rally, at
least initially. The rate cut’s timing is immaterial if investors believe it will occur. If
the Fed doesn’t cut rates, the impact will
likely be muted if economic data keep suggesting inflation is easing, which will be
interpreted to mean a data-dependent Fed
is acting cautiously.
Political news, and financial interpretations of how that impacts the markets,
will be transmitted to investors in ways
that suggest immediate action is warranted. Be wary.
The information is typically already reflected in prices. Futures on the Cboe Volatility Index, or VIX, for instance, have long
telegraphed expectations that the presidential election season could slam equities, and
there is a so-called kink higher in the VIX
futures curve around the election.
The elevated VIX volatility suggests
dealers have increased prices in anticipation investors will panic and buy portfolio
hedges, or sell stocks because they fear
Biden or Trump will damage the markets.
Let them panic. Use instability to your
advantage. That’s a good slogan for investors during the presidential campaign. B
154
134
17
114
94
14
74
11
A
S
O
N
D
J
F
M
A
M
Daily Values
J
54
J
A
S
O
N
D
J
F
Source: CBOE
M
A
M
J
Source: McMillan Analysis Corp.
SPX Skew
NDX Skew
Implied volatility %
Implied volatility %
12%
10%
11
9
10
8
9
7
8
6
7
5
6
J
A
S
O
N
D
J
F
M
A
M
J
4
J
A
S
O
N
Source: Credit Suisse Equity Derivatives Strategy
D
J
F
M
A
M
J
Source: Credit Suisse Equity Derivatives Strategy
Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
Week’s Most Active
Company
Symbol
Tot Vol
Calls
Puts
Avg Tot Vol
IV %ile
Ratio
Alimera Sciences
ALIM
3709
1416
2293
12
100
309.1
RXO
RXO
5627
808
4819
84
6
67.0
Chipotle Mexican Grill
CMG
347281
215485
131796
13840
82
25.1
Savara
SVRA
15887
5663
10224
848
49
18.7
Amplify Energy
AMPY
11648
11597
51
716
1
16.3
Levi Strauss
LEVI
78365
46665
31700
4944
2
15.9
Hawaiian
HA
27448
18659
8789
2428
85
11.3
Verona Pharma
VRNA
32556
21943
10613
3516
53
9.3
Cryoport
CYRX
4606
4256
350
524
62
8.8
Eos Energy Enterprises
EOSE
100336
90296
10040
11624
66
8.6
Fedex
FDX
448779
250850
197929
56256
8
8.0
Elanco Animal Health
ELAN
51170
45454
5716
6964
58
7.3
Matson
MATX
5190
1960
3230
712
19
7.3
Lightbridge
LTBR
2743
2465
278
388
100
7.1
Xerox Holdings
XRX
26956
1943
25013
4132
18
6.5
TD SYNNEX
SNX
10939
6879
4060
1796
4
6.1
Alnylam Pharmaceuticals
ALNY
39447
21162
18285
6672
0
5.9
Worthington Enterprises
WOR
3680
1124
2556
636
17
5.8
NY Community Bancorp
NYCB
129940
18583
111357
23192
89
5.6
Target Hospitality
TH
27825
26791
1034
5448
30
5.1
This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of
corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these
situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names
July 1, 2024
BARRON’S
31
I N S I DE SC OOP
Nvidia CEO Jensen Huang
Sold $123 Million of Stock
BY ED LIN
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
N
vidia stock has rocketed
156% so far in 2024, and
founder, president, and
CEO Jensen Huang has
been selling stock through
a trading plan. He’s the top
seller among chip CEOs
who have seen shares soar past the
S&P 500. Micron Technology and
Qualcomm have also seen their top
executives selling shares into strength.
In the past week, Nvidia became
the world’s most valuable public company, and Huang disclosed that he
sold 960,000 Nvidia shares from June
13 through 25 for a total of $123.2 million, an average price of $128.36 each.
He sold the shares through a so-called
rule 10b5-1 trading plan adopted on
March 14 and now owns 80.7 million
Nvidia shares in a personal account,
according to a form he filed with the
Securities and Exchange Commission.
Huang owns another 605 million
Nvidia shares through a trust, 49 million shares through a partnership, and
132 million shares through trusts.
Huang had contemplated selling
up to 600,000 Nvidia shares when
he filed his plan, but that was before
the company’s 10-for-1 stock split
that was effective after the market
closed June 7. On a post-split basis,
the selling plan covers six million
shares, so Huang has another
5,040,000 shares to go, and his plan
runs through March 2025. Executives
such as Huang use planned transactions to remove the appearance of
bias from knowledge of nonpublic
information. The plans automatically
execute transactions when preset
conditions are met, such as price and
volume.
Huang’s stock sales last year, which
all took place in September, totaled
237,500 Nvidia presplit shares for $110
million, an average price of $463.95
each. Those were also planned transactions, ones that involved acquiring
stock through the use of options.
Nvidia didn’t make Huang available for comment on his stock sales,
and the company also declined to
comment.
Micron Technology’s president and
CEO, Sanjay Mehrotra, has sold
457,280 shares for $52 million, an
average price of $113.65 each. The
planned sales spanned from January
through June, and involved acquiring
stock through options. Micron stock
has surged 64% year to date, and the
average selling price of Mehrotra’s
stock has risen with the share price
from about $82 in early January to
about $152 in mid-June.
He has already sold more stock
than last year. In 2023, Mehrotra sold
342,000 Micron shares for $25.5 million, an average price of $74.57 each.
Those planned sales also included
acquiring stock through options.
Micron didn’t make Mehrotra available for comment on his stock sales,
saying in an email, “We are currently
in a quiet period.”
Qualcomm stock has gained 47%
so far in 2024, and President and CEO
Cristiano Amon has sold 40,500
shares for $6.9 million in planned
transactions from January through
May, an average price of $169.92 each.
Amon, who has been CEO since
June 2021, hadn’t sold stock for years
until 2024. Previous to this year, his
most recent stock sale was in December 2021, when he sold 5,400 shares
through a planned transaction for
$1.02 million, an average price of
$189.50 each.
Qualcomm didn’t respond to a request to make Amon available for
comment. B
Nvidia stock has
been on a tear in
2024, boosted by
investor enthusiasm for artificial
intelligence. CEO
Jensen Huang sold
stock through a
trading plan.
Activist Holdings
Bitfarms Technologies
Riot Platforms increased its stake
in the bitcoin-mining company to
61,331,631 shares. Riot Platforms
purchased 3,704,595 Bitfarms
Technologies shares over June 17
and 18 at prices ranging from $2.82
to $3.23 each. Following the purchases, Riot continues to own
14.9% of Bitfarms’ outstanding
stock. Bitfarms previously rejected
a buyout offer from Riot in late May
because it “significantly” undervalued the company. Riot issued a
letter to Bitfarms’ board on June 24,
requesting a special meeting of
shareholders for the purpose of
electing new independent board
members. Riot noted in the latest
filing that it has withdrawn its
prior proposal, and stands ready to
renegotiate a potential business
combination with Bitfarms’ reconstituted board.
Increases in
Holdings
Vestis
Corvex Management increased its
stake in the uniform and workplace-supplies company to
17,007,877 shares. Corvex did so
through the purchase of 416,044
Vestis shares from May 20 through
May 24 at prices ranging from
$12.02 to $12.59 each. On June 18,
Vestis’ board appointed Corvex
founder Keith Meister as a director,
and Corvex agreed not to acquire
more than 15% of Vestis’ outstanding shares. Following the latest
purchases, Corvex now owns 12.9%
of Vestis Corp’s outstanding stock.
Disc Medicine
AI DMI increased its stake in the
clinical-stage biopharmaceutical
company to 3,762,507 shares. AI
DMI purchased 416,667 Disc Medi-
cine shares on June 17 at a price of
$36 per share pursuant to a registered offering. Following the purchase, AI DMI now owns some
12.6% of Disc Medicine’s outstanding stock.
Citi Trends
Fund 1 Investments increased its
stake in the apparel retailer to
2,383,486 shares. Fund 1 purchased
149,205 Citi Trends shares from
June 12 through June 20 at prices
ranging from $21.53 to $22.43 each.
Following the purchases, Fund 1
now owns 27.7% of Citi Trends’
outstanding stock. Shares of Citi
Trends have lost roughly 23.8%
during the year.
Decreases in
Holdings
Agilysys
MAK Capital lowered its stake in
the enterprise-technology company
to 1,708,066 shares. MAK Capital
did so through the sale of 346,557
Agilysys shares from June 5
through June 20 at prices ranging
from $90.71 to $95.44 each. On Jan.
25, MAK Capital entered into a
10b5-1 trading plan with BTIG to
sell up to 867,728 shares through
November 2024, and selling
through that plan began in lateMay. The plan follows the completion of a similar one for the same
number of shares that was fulfilled
on Jan. 19. Following the latest
sales, MAK Capital holds 6.2% of
Agilysys’ outstanding stock. Shares
of Agilysys have gained about 22%
in the year to date.
These disclosures are from 13Ds filed with
the Securities and Exchange Commission.
13Ds are filed within 10 days of an entity’s
attaining more than 5% in any class of a
company’s securities. Subsequent changes in
holdings or intentions must be reported in
amended filings. This material is from June
20 through June 26, 2024. Source: VerityData (verityplatform.com)
32
BARRON’S
July 1, 2024
CHARTING THE MARKET
Nike
Rivian Automotive
Infinera
First Solar
NKE (NYSE) • $75.37 • -21.81
RIVN (NASD) • $13.42 • 3.10
INFN (NASD) • $6.09 • 0.93
FSLR (NASD) • $225.46 • -33.41
Extending a losing streak, the sporting goods
maker missed on its May quarter sales and cut
guidance. International and online sales are weak.
Volkswagen is investing $1 billion in the electric
vehicle firm, and plans to add $4 billion later. Their
joint-venture will team on software and EV design.
Nokia will acquire the optical network gear vendor
for $2.3 billion, or $6.65 a share. Combined, they’ll
challenge Ciena, as well as China’s Huawei.
After Biden stumbled in Thursday’s debate, traders
sold shares of the solar company—a campaign
donor that’s benefited from his solar programs.
Stock Price $
Stock Price $
Stock Price $
Stock Price $
124
31
7
114
26
6
272
104
21
5
236
94
16
4
200
84
11
3
164
74
6
2
Volume in Millions
J J
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
A graphic look at selected stock activity
for the week ended June 28, 2024
Edited by Bill Alpert
A
S
O N
Volume in Millions
D
J
F
M
A
M
Volume in Millions
308
128
Volume in Millions
184
580
60
34
92
290
30
17
0
0
0
J
J J
A
S
O N
D
J
F
M
A
M
J
J J
A
S
O N
D
J
F
M
A
M
J
0
J J
A
S
O N
D
J
F
M
A
M
J
Walgreens Boots Alliance
FedEx
Whirlpool
International Paper
WBA (NASD) • $12.10 • -3.88
FDX (NYSE) • $299.84 • 46.18
WHR (NYSE) • $102.20 • 11.77
IP (NYSE) • $43.15 • -2.93
The chain blamed changing pharmacy industry
trends for a May quarter miss. It reduced earnings
guidance and may close thousands of locations.
Beating forecasts with May quarter profit of $5.41
a share, the shipping firm expects to earn up to
$22 a share in the next fiscal year.
German engineering firm Bosch is considering a
bid for the appliance maker, reported Reuters.
Bosch is talking to bankers, said the report.
The Brazilian pulp manufacturer Suzano called off
talks to acquire the paper maker. Meanwhile, International Paper got U.K. approval to buy DS Smith.
Stock Price $
Stock Price $
Stock Price $
304
162
49
31
282
146
45
26
260
130
41
21
238
114
37
16
216
98
33
11
194
82
29
Volume in Millions
J J
A
S
O N
Volume in Millions
D
J
F
M
A
M
Stock Price $
36
Volume in Millions
Volume in Millions
224
38
20
66
112
19
10
33
0
0
0
J
J J
A
S
O N
D
J
F
M
A
M
J
J J
A
S
O N
D
J
F
M
A
M
J
0
J J
A
S
O N
D
J
F
M
A
M
J
Micron Technology
Carnival
ResMed
Kura Sushi USA
MU (NASD) • $131.53 • -8.01
CCL (NYSE) • $18.72 • 2.65
RMD (NYSE) • $191.42 • -14.41
KRUS (NASD) • $63.09 • -24.94
May profit of 62 cents a share beat forecasts by a
third. But AI-stoked hopes for the chip firm had been
higher, as it scales up high-bandwidth memories.
Bookings for 2025 sailings are already surpassing
2024, said the cruise line as it reported a surprise
May profit. It sees 2024 earnings of $1.18 a share.
Shares of the sleep-apnea device firm sank, after Eli
Lilly said half those enrolled in a trial of its weightloss drug Zepbound resolved their sleep apnea.
The chain of sushi restaurants warned that its May
quarter sales fell short of forecasts. It blamed
unexpected softness in the California market.
Stock Price $
Stock Price $
Stock Price $
Stock Price $
158
20
231
124
138
18
211
109
118
16
191
94
98
14
171
79
78
12
151
64
58
10
131
49
Volume in Millions
J J
A
S
O N
Volume in Millions
D
J
F
M
A
M
J
Volume in Millions
Volume in Millions
226
400
12
113
200
6
1
0
0
0
0
J J
A
S
O N
D
J
F
M
A
M
J
J J
A
S
O N
D
J
F
M
A
M
J
2
J J
A
S
O N
D
J
F
M
A
M
J
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than
that time period. If the close from the current week is lower than a year ago the graph will be presented in red. If the close from the current week is higher than a year ago then the graph will be presented in green.
July 1, 2024
BARRON’S
33
W I N N E R S & LO S E R S
NYSE Biggest % Movers
NYSE Most Active
NYSE American Most Active
Winners
Volume Percentage Leaders
Volume Percentage Leaders
Nasdaq Most Active
Volume Percentage Leaders
Name (Sym)
Volume
Close
Change
%Chg.
Name (Sym)
Volume
%Chg.
Close
Change
Name (Sym)
Volume
%Chg.
Close
Change
Name (Sym)
Volume
Close
Change
Skillsoft(SKIL)
RXO(RXO)
Li-Cycle(LICY)
Grindr(GRND)
Bakkt(BKKT)
PSQ(PSQH)
VirnetX(VHC)
Redwire(RDW)
1110
11930
6860
11336
1917
628
180
6072
13.83
26.15
6.53
12.24
18.92
3.77
6.80
7.17
+3.51
+5.94
+1.40
+2.61
+3.92
+0.77
+1.30
+1.34
+34.0
+29.4
+27.3
+27.1
+26.1
+25.7
+23.6
+23.0
TristarAcqnI(TRIS)
LifezoneMetals(LZM)
TootsieRoll(TR)
DiversifiedEnergy(DEC)
GlblBusTravel(GBTG)
Hagerty(HGTY)
BurfordCapital(BUR)
HamiltonBeach(HBB)
DieboldNixdorf(DBD)
CoreCard(CCRD)
MetalsAcqn(MTAL)
ReposiTrak(TRAK)
RyanSpecialty(RYAN)
BrookfieldBus(BBUC)
SableOffshoreA(SOC)
ClearwaterAnalytic(CWAN)
EmeraldHldg(EEX)
VicariousSurgical(RBOT)
Grindr(GRND)
SonidaSrLiving(SNDA)
586
4553
3565
8346
15914
2608
37411
1587
5482
1271
8576
2131
23476
1184
8954
32603
3088
526
11336
642
1334.3
1037.5
828.3
737.1
664.2
657.6
601.4
557.4
537.5
535.2
517.4
511.4
500.2
468.1
455.3
452.9
451.0
446.1
442.6
421.7
11.15
7.68
30.57
13.49
6.60
10.40
13.05
17.19
38.48
14.59
13.69
15.29
57.91
20.42
15.07
18.52
5.69
5.87
12.24
27.50
+0.05
–0.37
+2.44
+0.02
0.00
–0.02
–0.11
+0.13
+0.18
+0.31
+0.73
+0.34
–1.69
+1.03
+0.63
–0.48
–0.82
–1.09
+2.61
+0.82
SkyHarbour(SKYH)
51TalkOnlineEd(COE)
EvansBancorp(EVBN)
Southland(SLND)
PerspectiveTherap(CATX)
inTEST(INTT)
EVI Industries(EVI)
BarHarborBkshs(BHB)
GencorInds(GENC)
AultDisruptive(ADRT)
TompkinsFin(TMP)
FriedmanInds(FRD)
CatchaInvtA(CHAA)
ParkNational(PRK)
CompX Intl(CIX)
InfuSystems(INFU)
SerinaTherap(SER)
EvolutionPetrol(EPM)
ContangoOre(CTGO)
LogisticProp(LPA)
1790
216
980
978
13064
2113
166
406
341
189
504
148
103
370
136
442
109
2207
483
677
773.2
757.8
712.4
539.6
291.4
268.4
182.3
125.8
125.6
106.0
89.3
79.7
75.3
72.8
72.4
68.4
65.7
58.4
57.0
55.3
9.25
13.07
28.11
4.58
9.97
9.88
18.92
26.88
19.34
16.00
48.90
15.10
5.75
142.34
24.67
6.83
9.58
5.27
18.07
10.50
–0.17
+3.53
+0.61
–0.44
–0.12
+0.32
+0.75
+2.34
+0.90
–0.58
+5.06
–0.92
–4.06
+6.69
+2.16
+0.26
+1.34
+0.01
+1.28
–5.50
LeadRealEstate(LRE)
PeoplesBncpNC(PEBK)
Investar(ISTR)
TwinDisc(TWIN)
CriticalMetals(CRML)
CaliforniaBncp(CALB)
HennessyCapVI(HCVI)
GRAIL(GRAL)
SecurityNatFin(SNFCA)
ArtesianRscs A(ARTNA)
CodorusValleyBncp(CVLY)
PennsWoodsBncp(PWOD)
FirstFinNW(FFNW)
FosterLB(FSTR)
PeoplesFinSvcs(PFIS)
AlnylamPharm(ALNY)
TScanTherap(TCRX)
Accolade(ACCD)
Flexsteel(FLXS)
SuperiorGroup(SGC)
5350 10938.9
2.21
877 1780.2
29.20
1482 1027.5
15.40
1920
996.9
11.78
1401
921.4
11.27
1154
918.6
21.50
352
856.8
10.55
25287
776.6
15.37
1971
774.5
7.99
2163
746.9
35.16
1310
740.9 24.04
1119
710.9
20.55
1093
688.9
21.13
2001
687.0
21.52
455
677.8
45.54
22415
672.3 243.00
8592
672.1
5.85
23912
630.7
3.58
863 606.4
31.06
2826 600.0
18.91
–6.49
+0.61
+0.77
+0.41
–0.23
+0.74
+0.01
–1.85
+0.57
+0.10
+2.10
+0.64
+0.26
–0.32
+5.96
+77.30
–0.65
–2.56
–0.93
–0.04
Volume
Close
Change
%Chg.
Name (Sym)
Volume
Close
Change
%Chg.
Name (Sym)
806748
294609
270988
253126
200530
190007
186601
186405
183574
180661
166968
157136
153185
127521
125418
123779
122562
120889
118952
117898
0.33
12.89
18.72
12.54
5.35
4.16
19.11
39.77
75.37
3.22
25.33
27.24
27.98
18.18
16.15
2.05
24.69
62.65
59.39
3.36
–0.09
+0.64
+2.65
+0.70
+0.20
–0.14
+0.71
+0.28
–21.81
+0.16
+1.49
+1.77
+0.24
–0.35
+0.74
–0.03
+0.76
–1.56
+1.29
+0.11
–21.2
+5.2
+16.5
+5.9
+3.9
–3.3
+3.9
+0.7
–22.4
+5.2
+6.3
+6.9
+0.9
–1.9
+4.8
–1.4
+3.2
–2.4
+2.2
+3.4
OceanPwrTech(OPTT)
Tellurian(TELL)
DenisonMines(DNN)
Ur-Energy(URG)
CamberEnergy(CEI)
B2Gold(BTG)
UraniumEner(UEC)
Cybin(CYBN)
i-80Gold(IAUX)
NewGold(NGD)
Zomedica(ZOM)
EnergyFuels(UUUU)
Globalstar(GSAT)
GeniusGroup(GNS)
NovaGoldRscs(NG)
KulrTech(KULR)
LoopMedia(LPTV)
AsensusSurg(ASXC)
PerspectiveTherap(CATX)
TrioPetroleum(TPET)
551542
235968
73530
56330
47162
46615
44268
36584
32255
22948
20568
19973
17311
16933
16522
16249
15733
13107
13064
12756
0.20
0.69
1.99
1.40
0.12
2.70
6.01
0.27
1.08
1.95
0.15
6.06
1.12
0.28
3.46
0.40
0.10
0.33
9.97
0.30
+0.07
+0.07
–0.03
–0.01
+0.00
+0.05
–0.11
+0.01
0.00
+0.01
+0.00
–0.01
+0.08
+0.02
+0.11
+0.04
–0.05
+0.00
–0.12
+0.00
+50.6
+10.5
–1.5
–0.7
+2.4
+1.9
–1.8
+2.7
0.0
+0.5
+0.2
–0.2
+7.7
+7.7
+3.3
+9.9
–33.5
+1.2
–1.2
+0.9
NVIDIA(NVDA)
Rivian(RIVN)
Tesla(TSLA)
Apple(AAPL)
Amazon.com(AMZN)
SiriusXM(SIRI)
MicronTech(MU)
WalgreensBoots(WBA)
AdvMicroDevices(AMD)
FuelCell(FCEL)
Intel(INTC)
GlycoMimetics(GLYC)
AmerAirlines(AAL)
SoFiTech(SOFI)
Comcast A(CMCSA)
AuroraInnov(AUR)
WarnerBrosA(WBD)
Alphabet A(GOOGL)
Lucid(LCID)
HuntingtonBcshs(HBAN)
$ Volume
Close
Change
%Chg.
Name (Sym)
$ Volume
Close
Change
%Chg.
Name (Sym)
21508517
17996792
14339788
11804685
11616898
11344095
10614590
9949518
9441772
9155085
8865551
8862070
7912149
7706194
7657523
7604716
7331340
7298940
6853509
6806341
262.47
509.26
75.37
905.38
123.80
173.81
257.10
115.12
202.26
303.41
137.91
406.80
141.20
299.84
171.52
62.65
344.24
39.77
59.39
553.00
–12.75
+26.67
–21.81
+21.50
–6.92
–0.15
+12.04
+4.36
+5.96
–5.57
–7.15
–2.82
–0.30
+46.18
+1.13
–1.56
–11.56
+0.28
+1.29
–11.60
–4.6
+5.5
–22.4
+2.4
–5.3
–0.1
+4.9
+3.9
+3.0
–1.8
–4.9
–0.7
–0.2
+18.2
+0.7
–2.4
–3.2
+0.7
+2.2
–2.1
UraniumEner(UEC)
Tellurian(TELL)
ImperialOil(IMO)
DenisonMines(DNN)
PerspectiveTherap(CATX)
B2Gold(BTG)
EnergyFuels(UUUU)
OceanPwrTech(OPTT)
CentrusEnergy(LEU)
Ur-Energy(URG)
Seaboard(SEB)
NovaGoldRscs(NG)
ParkNational(PRK)
IvanhoeElectric(IE)
EquinoxGold(EQX)
NewGold(NGD)
SilverCrestMetals(SILV)
NatlHealthcare(NHC)
RileyExpln(REPX)
i-80Gold(IAUX)
260887
6.01
171506
0.69
150781
68.25
149538
1.99
128134
9.97
120785
2.70
118278
6.06
109579
0.20
78758
42.75
78435
1.40
57717 3160.74
57658
3.46
51603 142.34
46623
9.38
44957
5.23
42386
1.95
35448
8.15
34019 108.40
33910
28.31
33287
1.08
–0.11
+0.07
+2.36
–0.03
–0.12
+0.05
–0.01
+0.07
–1.00
–0.01
+70.74
+0.11
+6.69
–0.25
–0.08
+0.01
–0.08
+2.22
+1.09
0.00
–1.8
+10.5
+3.6
–1.5
–1.2
+1.9
–0.2
+50.6
–2.3
–0.7
+2.3
+3.3
+4.9
–2.6
–1.5
+0.5
–1.0
+2.1
+4.0
0.0
NVIDIA(NVDA)
Tesla(TSLA)
Apple(AAPL)
Amazon.com(AMZN)
Microsoft(MSFT)
Broadcom(AVGO)
SuperMicroComp(SMCI)
AdvMicroDevices(AMD)
MetaPlatforms(META)
MicronTech(MU)
Alphabet A(GOOGL)
Alphabet C(GOOG)
Qualcomm(QCOM)
MicroStrategy(MSTR)
Netflix(NFLX)
Adobe(ADBE)
CoinbaseGlbl(COIN)
CrowdStrike(CRWD)
Rivian(RIVN)
Arm(ARM)
Losers
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Saturday Inbox: Sign up for the
Market Lab Newsletter every Saturday
at Barrons.com/newsletters
Name (Sym)
Volume
Close
Change
%Chg.
AllurionTech(ALUR)
KukeMusic(KUKE)
CheetahMobile(CMCM)
Centuri(CTRI)
Nike(NKE)
Owens&Minor(OMI)
ElancoAnimal(ELAN)
MediaAlpha(MAX)
5855
665
450
8471
183574
8279
62661
11294
1.00
1.34
3.98
19.48
75.37
13.50
14.43
13.17
–1.28
–0.67
–1.33
–6.10
–21.81
–3.47
–3.62
–3.04
–56.2
–33.3
–25.0
–23.8
–22.4
–20.4
–20.1
–18.8
NYSE American Biggest % Movers
By Share Volume
Winners
Name (Sym)
Name (Sym)
Volume
Close
Change
%Chg.
LairdSuperfood(LSF)
WidePoint(WYY)
51TalkOnlineEd(COE)
BiteAcqn(BITE)
RydeGroup(RYDE)
MegaMatrix(MPU)
AltaGlobal(MMA)
SerinaTherap(SER)
1541
2506
216
27
985
930
47
109
5.62
4.19
13.07
12.50
6.10
2.48
3.10
9.58
+1.71
+1.16
+3.53
+3.20
+1.29
+0.38
+0.46
+1.34
+43.7
+38.3
+37.0
+34.4
+26.8
+18.1
+17.4
+16.3
Losers
Name (Sym)
CatchaInvtA(CHAA)
LogisticProp(LPA)
CleanCore(ZONE)
Silynxcom(SYNX)
Cryo-Cell(CCEL)
Barnwell(BRN)
AXILBrands(AXIL)
Southland(SLND)
Volume
Close
Change
%Chg.
103
677
178
32
14
27
52
978
5.75
10.50
2.30
2.86
7.61
2.35
7.61
4.58
–4.06
–5.50
–0.59
–0.55
–1.43
–0.24
–0.75
–0.44
–41.4
–34.4
–20.4
–16.1
–15.8
–9.3
–9.0
–8.8
Nasdaq Biggest % Movers
Name (Sym)
Name (Sym)
Volume
Close
Change
%Chg.
Regis(RGS)
AlimeraSciences(ALIM)
AlnylamPharm(ALNY)
DenaliCapAcqnA(DECA)
EaglePharm(EGRX)
ScrippsEW(SSP)
Daktronics(DAKT)
Rivian(RIVN)
47642
23.00
13276
5.56
22415 243.00
259
11.19
2884
5.60
8115
3.14
7775
13.95
581622
13.42
+18.04
+2.41
+77.30
+3.03
+1.46
+0.76
+3.24
+3.10
+363.7
+76.5
+46.7
+37.1
+35.3
+31.9
+30.3
+30.0
Name (Sym)
Volume
Change
%Chg.
LeadRealEstate(LRE)
Conn's(CONN)
Accolade(ACCD)
ElicioTherap(ELTX)
ThunderPower(AIEV)
LyellImmuno(LYEL)
KuraSushiUSA(KRUS)
Immutep(IMMP)
5350
3745
23912
486
32082
19529
1949
3859
2.21
–6.49
1.11
–1.09
3.58
–2.56
4.11
–2.57
1.65
–0.91
1.45
–0.60
63.09 –24.94
2.01
–0.73
–74.6
–49.5
–41.7
–38.5
–35.5
–29.3
–28.3
–26.6
Losers
Visa(V)
UnitedHealth(UNH)
Nike(NKE)
EliLilly(LLY)
Merck(MRK)
TaiwanSemi(TSM)
Salesforce(CRM)
ExxonMobil(XOM)
JPMorganChase(JPM)
Accenture(ACN)
DellTechC(DELL)
BerkHathwy B(BRK.B)
Oracle(ORCL)
FedEx(FDX)
AbbVie(ABBV)
Chipotle(CMG)
HomeDepot(HD)
BankofAmerica(BAC)
WellsFargo(WFC)
ThermoFisher(TMO)
By Share Volume
By Dollar Volume
By Dollar Volume
Winners
Close
GinkgoBioworks(DNA)
NuHoldings(NU)
Carnival(CCL)
FordMotor(F)
Transocean(RIG)
NIO(NIO)
AT&T(T)
BankofAmerica(BAC)
Nike(NKE)
NY CmntyBcp(NYCB)
PalantirTech(PLTR)
Chewy(CHWY)
Pfizer(PFE)
Kenvue(KVUE)
PermianRscs(PR)
Ambev(ABEV)
GameStop(GME)
Chipotle(CMG)
WellsFargo(WFC)
ArcadiumLithium(ALTM)
By Share Volume
%Chg.
Volume
Close
Change
%Chg.
1829368
581622
389113
334327
312801
275158
225940
223779
213754
212688
171775
164549
145848
118995
114917
111279
110212
109315
105696
104630
123.54
13.42
197.88
210.62
193.25
2.83
131.53
12.10
162.21
0.64
30.97
0.28
11.33
6.61
39.16
2.77
7.44
182.15
2.61
13.18
–3.03
+3.10
+14.87
+3.13
+4.17
–0.10
–8.01
–3.88
+0.98
–0.04
–0.12
+0.02
+0.13
+0.29
+0.68
+0.44
+0.26
+2.52
+0.12
+0.55
–2.4
+30.0
+8.1
+1.5
+2.2
–3.4
–5.7
–24.3
+0.6
–5.2
–0.4
+9.4
+1.2
+4.6
+1.8
+18.9
+3.6
+1.4
+4.8
+4.4
$ Volume
Close
Change
%Chg.
222460233 123.54
–3.03
74748017 197.88 +14.87
70123835 210.62
+3.13
59510318 193.25
+4.17
41199884 446.95
–2.83
40824400 1605.53 –53.10
34144878 819.35 –85.91
34090674 162.21
+0.98
30554450 504.22
+9.44
29866291 131.53
–8.01
19845141 182.15
+2.52
15879981 183.42
+3.16
13031840 199.18 –13.35
11439436 1377.48 –106.28
10216938 674.88 –11.24
10037299 555.54 +22.10
9152782 222.23
–3.63
8782704 383.19
+2.56
7917821
13.42
+3.10
7408495 163.62
+3.32
–2.4
+8.1
+1.5
+2.2
–0.6
–3.2
–9.5
+0.6
+1.9
–5.7
+1.4
+1.8
–6.3
–7.2
–1.6
+4.1
–1.6
+0.7
+30.0
+2.1
By Dollar Volume
Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5.
Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend
34
BARRON’S
July 1, 2024
RE SEARCH REPORTS
How Analysts Size
Up Companies
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
These reports,
excerpted and
edited by Barron’s,
were issued recently
by investment and
research firms. The
reports are a
sampling of analysts’
thinking; they should
not be considered
the views or
recommendations of
Barron’s. Some of
the reports’ issuers
have provided, or
hope to provide,
investment-banking
or other services to
the companies being
analyzed.
For a look back at more analyst
research and reports, go online to
Barrons.com/researchreports
Exxon Mobil • XOM-NYSE
Rivian Automotive • RIVN-Nasdaq
Insider Transactions
Buy • Price $114.05 on June 24
by UBS
Outperform • Price $11.96 on June 26
by Wedbush
Purchases
We view XOM as the best stock to
own across our [oil companies] coverage for the next five years. Supporting
our view are five drivers across the
business unit s that can create value
and grow earnings without a commodity tailwind. These include upstream volumes growing 5% a year, $4
billion of new downstream earnings
power, $5 billion of cost reductions,
and balance sheet strength supporting
higher shareholder returns. Additionally, increasing low carbon investments could provide $2 billion-plus of
higher-multiple earnings beyond
2027. Collectively, we see these drivers
pushing 2027 net income to $49.1 billion at $75 a barrel Brent, 11% above
Street estimates on a similar crude oil
outlook. Price target: $154.
We are raising our price target on Rivian from $15 to $20 while maintaining
our Outperform rating, with the VW
news a game changer for the Rivian
story. Rivian announced a joint venture with Volkswagen Group to create
the next generation of software-defined
vehicle (SDV) platforms to be used in
both companies’ future electric vehicles
while allowing both companies to combine complementary strengths to lower
the cost per vehicle.
Volkswagen plans to put forward a $5
billion investment into Rivian. The
companies expect this joint venture to
be completed in the fourth quarter of
fiscal 2024, after doing significant work
over the past few months ensuring that
RIVN’s electrical architecture and software are compatible with Volkswagen’s
vehicles. Both companies aim to launch
vehicles benefiting from the technology
while enabling Volkswagen to utilize
RIVN’s existing electrical architecture
and software platform to accelerate
Volkswagen’s SDV plans. This is a core
game changer for Rivian.
Campbell Soup • CPB-NYSE
Overweight • Price $44.19 on June 25
by J.P. Morgan
We are upgrading the CPB shares to
Overweight from Neutral following
our meeting yesterday with CEO Mark
Clouse, CFO Carrie Anderson, and
Chief IR Officer Rebecca Gardy. There
are three primary reasons for the upgrade. First, we believe consumer demand for Sovos Brands products—
mostly Rao’s—remains excellent (and
maybe better than expected). Second,
we see the potential for modestly
greater Sovos synergies than initially
planned (management has yet to unearth any skeletons in the closet).
Third, and perhaps most importantly,
Campbell’s longer term margin potential may be bigger than the Street expects, thanks to “self-help” efficiencies, including in Meals & Beverages.
We don’t necessarily see CPB’s EPS
growth exceeding the current longterm algo of 6% to 8% over the next
few years; however, we are increasingly confident that consistently hitting this algo is achievable, and at the
moment we can’t say the same for every company we follow. We establish a
December 2025 price target of $52.
Sales
Company
Symbol Insiders
Shares
Liberty Latin America Ltd
LILA
1
400,000
Domo
DOMO
1
400,000
Nextnav
NN
1
315,200
Nuvation Bio
NUVB
1
777,895
Nine Energy Service
NINE
1
1,195,126
Atlas Energy Solutions
AESI
1
81,572
America'S Car-Mart
CRMT
1
26,410
Tectonic Therapeutic
AVRO
1
63,886
Veris Residential
VRE
2
45,000
Nikola
NKLA
1
33,333
Nexpoint Diversified Real Estate Trust NXDT
2
107,512
Re/Max Holdings
RMAX
1
60,629
Salesforce
CRM
1
2,051
Lindblad Expeditions
LIND
1
34,470
Expensify
EXFY
1
145,085
Jakks Pacific
JAKK
1
10,088
Advantage Solutions
ADV
1
40,000
United Bancorp
UBCP
7
8,371
Athira Pharma
ATHA
1
42,400
Marvell Technology
MRVL
1
1,425
$ Val
(000's)
3,578
2,717
2,351
2,318
1,862
1,559
1,525
971
644
540
535
504
500
262
201
177
112
103
100
100
Company
Nvidia
Applovin
Oracle
Ares Management
Elastic Nv
Crowdstrike
Ncino
Airbnb
Applied Materials
Arista Networks
Site Centers
Verint Systems
Zurn Elkay Water Solutions
Ccc Intelligent Solutions
Alnylam Pharmaceuticals
Teva Pharmaceutical Industries
Sarepta Therapeutics
Cava Group
Blueprint Medicines
Zscaler
Symbol Insiders
NVDA
3
APP
1
ORCL
2
ARES
2
ESTC
2
CRWD
4
NCNO
1
ABNB
2
AMAT
2
ANET
1
SITC
1
VRNT
1
ZWS
2
CCCS
1
ALNY
6
TEVA
1
SRPT
2
CAVA
1
BPMC
1
ZS
5
$ Val
Shares (000's)
664,500 82,269
613,502 48,749
258,418 37,262
275,000 36,283
309,664 33,607
79,138 29,881
779,501 24,609
140,387 20,906
59,827 14,784
40,000 13,036
899,772 12,978
375,000 12,660
400,000 12,203
938,971 10,803
47,262 10,583
519,000 8,839
50,714 8,214
90,000 8,191
74,034 7,714
37,526 6,730
An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any
trade to the SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables
do not include pension-plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or
trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only
open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event.
Source: Thomson Reuters
Insider Transactions Ratio
150
125
100
75
Bearish
Ratio = 21
50
25
Bullish
J
A
S
O
N
D
J
F
M
0
A
M
J
Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. The total top 20 sales and buys are
440,299,650 and 20,660,174 respectively; Source: Thomson Reuters
Kyndryl Holdings • KD-NYSE
Outperform • Price $25.28 on June 27
by Oppenheimer
Poised to return to top-line growth,
meaningfully increase margins, and
generate more than $3 of EPS in fiscal
2027, Kyndryl [an IT services infrastructure provider] represents an interesting investment opportunity. No longer captive to former parent IBM, KD
has been able to reprice legacy no/low
margin contracts, strike deals with major hyperscalers, move its customer to
its cost-saving operating platform (Kyndryl Bridge), and grow its Consult business by double digits. These tailwinds
should continue for the foreseeable
future, and transform the company,
which was previously viewed as a bad
business or loss-leader under IBM, into
an interesting GARP [growth at a reasonable price] investment. We initiate
with an Outperform rating and $33
price target.
Brinker International • EAT-NYSE
Celsius Holdings • CELH-Nasdaq
Buy • Price $73.62 on June 24
by Stifel
Hold • Price $59.77 on June 24
by Truist
With the stock roughly 6% from an
all-time high, we revisited our thesis
and long-term projections. Chili’s
revamped marketing efforts signal a
transformation that we believe can
deliver durable same restaurant sales
gains (low to mid-single digits, on
average). While many investors have
expressed concerns about tough comparisons, our recent meeting with
management increased our confidence that there are several opportunities for a talented advertising team
to make the most of it. Additionally,
we see opportunities to augment the
momentum at Chili’s with better sales
and margin performance at Maggiano’s, especially now under new
leadership. Price target: $90.
We are initiating coverage of Celsius
Holdings [a maker of energy drinks]
with a Hold rating and a 12-month
price target of $60. In our opinion, the
company is poised to post outsize
growth relative to the category over
the next three-plus years driven by
expanded distribution, accelerated
velocity, and increased household
penetration. Despite our constructive
long-term view, our Hold rating is
based on our belief that the Street’s
expectations are ahead of the company’s current positioning, as additional market share gains will be more
challenging, the distribution partnership needs time to solidify, and investor sentiment on energy drink stocks
needs to stabilize.
July 1, 2024
35
BARRON’S
DATA
Barron's 50-Stock Average
Cash Track
Charting the Market
Coming Earnings
Conference Call Calendar
Consensus Estimate
Delta Tactical Sentiment
Distributions & Offerings
Dividend Boosts - Reductions
Dividend Ex-Payment Dates
DJ Averages
DJ U.S. Total Market Industry Groups
51
45
32
51
51
51
51
50
52
52
49
51
Dow Jones Averages
Dow Jones Per Share Values
Exchange Traded Portfolios
Federal Reserve Data Bank
Foreign Exchange
Gold & Silver Prices
Gold Mining Index
Indexes P/Es & Yields
Initial Public Offerings
Investor Sentiment Readings
Key Foreign Market Indexes
Market Lab
49
50
44
52
51
52
52
50
50
50
43
49
Money Rates, U.S. & Foreign
Mutual Funds
N.Y. Stock Exchange
Nasdaq National Market
New Corporate Listings
New Highs & Lows
NYSE Half-Hourly Volume
Other Market Indexes
Pulse of the Economy
Stock Splits - Special Dividends
Stock Volume
Trading Diary
51
45
35
39
50
53
50
49
51
52
50
49
Statistics from June 24-28, 2024
NEW YORK STOCK EXCHANGE COMPOSITE LIST –52-Week–
High
Low
Name
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
A
73.95 55.00 AAR
AIR
...
53.05 37.61 ABMIndustries ABM 1.8
6.62 4.56 ACCO Brands
ACCO 6.4
14.35 6.62 AcresCmclRlty ACR ...
6.04 0.36 ADC Therap
ADCT ...
7.84 5.53 ADT
ADT 2.9
98.72 74.40 AECOM
ACM 1.0
22.60 11.43 AES
AES 3.9
91.15 69.00 Aflac
AFL 2.2
140.46 96.60 AGCO
AGCO 1.2
6.99 4.82 AG Mortgage
MITT11.0
33.73 3.81 a.k.a.Brands
AKA ...
54.97 2.38 AMC Ent
AMC ...
112.44 49.80 AMN Healthcare AMN ...
8.42 2.92 AMTD Digital
HKD ...
4.95 1.63 AMTD IDEA
AMTD ...
3.69 2.56 ARC Document ARC 7.6
12.23 7.20 ASE Tech
ASX 2.0
106.42 73.57 ASGN
ASGN ...
19.13 13.43 AT&T
T
5.8
62.44 35.03 ATI
ATI
...
9.80 3.92 ATI PhysTherapy ATIP ...
48.89 29.78 ATS
ATS ...
16.46 10.04 A10Networks
ATEN 1.7
74.05 52.02 AXIS Capital
AXS 2.5
50.78 25.03 AZEK
AZEK ...
86.94 40.07 AZZ
AZZ .9
16.16 6.62 Aaron's
AAN 5.0
121.64 89.67 AbbottLabs
ABT 2.1
182.89 132.70 AbbVie
ABBV 3.6
196.99 33.38 Abercrombie&Fitch ANF ...
17.97 13.24 AcadiaRealty
AKR 4.0
12.05 9.37 AccelEnt
ACEL ...
387.51 278.69 Accenture
ACN 1.7
272.74 155.34 AcuityBrands
AYI .2
70.10 49.42 Acushnet
GOLF 1.4
12.51 8.96 Adecoagro
AGRO 3.4
46.51 24.22 Adient
ADNT ...
68.79 33.59 AdtalemGlbEduc ATGE ...
88.56 47.73 AdvanceAuto
AAP 1.6
184.27 102.32 AdvDrainageSys WMS .4
40.85 21.55 AdvanSix
ASIX 2.8
6.96 4.63 Aegon
AEG 4.5
96.95 57.30 AerCap
AER 1.1
7.25 2.33 AevaTech
AEVA ...
169.65 120.22 AffiliatedMgrs AMG .0
155.35 96.80 AgilentTechs
A
.7
21.52 4.41 agilon health
AGL ...
71.50 43.22 AgnicoEagleMines AEM 2.4
69.26 52.69 AgreeRealty
ADC 4.8
52.31 33.33 AirLease
AL 1.8
307.71 212.24 AirProducts
APD 2.7
231.40 157.74 AlamoGroup
ALG .6
17.29 10.78 AlamosGold
AGI .6
57.18 30.75 AlaskaAir
ALK ...
99.41 78.20 AlbanyIntl
AIN 1.2
247.44 92.29 Albemarle
ALB 1.7
23.88 19.47 Albertsons
ACI 2.4
45.48 23.07 Alcoa
AA 1.0
92.65 69.44 Alcon
ALC ...
19.99 15.53 Alexander&Baldwin ALEX 5.2
237.18 162.50 Alexander's
ALX 8.0
135.45 90.73 AlexandriaRlEst ARE 4.4
102.50 66.63 Alibaba
BABA 2.7
10.38 6.33 Alight
ALIT ...
136.91 95.94 Allegion
ALLE 1.6
3.06 0.57 Allego
ALLG ...
65.86 49.29 Allete
ALE 4.5
35.43 25.83 AllianceBernstein AB 8.2
83.42 50.14 AllisonTransm ALSN 1.3
177.37 100.57 Allstate
ALL 2.3
ALUR ...
10.94 0.83 AllurionTech
41.77 22.54 AllyFinancial
ALLY 3.0
7.30 4.12 AlmacenesExito EXTO .2
452.00 151.24 AlphaMetal
AMR .7
17.72 14.25 AlpineIncmProp PINE 7.1
17.98 7.64 AltaEquipment ALTG 2.8
3.82 1.75 AlticeUSA
ATUS ...
24.00 9.40 AltoNeurosci
ANRO ...
43 72.70 +1.71 ...
13 50.57 –2.07 .225
dd 4.70
... .075
18 12.76 –0.09 ...
dd 3.16 +0.51 ...
11 7.60 –0.15 .055
dd 88.14 –1.64 .22
24 17.57 –0.90.1725
10 89.31 –0.36 .50
7 97.88 –3.12 2.50
4 6.64 –0.29 .19
dd 15.25 –0.46 ...
dd 4.98 +0.43 ...
14 51.23 –1.76 ...
... 3.61 –0.04 ...
... 1.67 –0.03 ...
13 2.64 +0.04 .05
25 11.42 –0.16.5714
20 88.17 –0.48 ...
10 19.11 +0.71.2775
22 55.45 +1.38 ...
dd 4.47 –0.61 ...
22 32.31 +1.61 ...
23 13.85 +0.01 .06
11 70.65 –0.42 .44
42 42.13 –2.37 ...
26 77.25 –0.89 .17
dd 9.98 +0.07 .125
32 103.91 –1.81 .55
51 171.52 +1.13 1.55
22 177.84 +3.34 ...
cc 17.92 +0.57 .18
20 10.26 +0.09 ...
28 303.41 –5.57 1.29
20 241.44 +2.72 .15
22 63.48 –1.78 .215
4 9.73 +0.59.1649
15 24.71 –0.72 ...
26 68.21 +2.55 ...
91 63.33 –2.43 .25
25 160.39 –5.03 .16
cc 22.92 +0.20 .16
dd 6.13 –0.14.1723
6 93.20 –0.11 .25
dd 2.52 –0.08 ...
9 156.23 –0.70 .01
31 129.63 –3.62 .236
dd 6.54 +0.02 ...
69 65.40 +0.17 .40
37 61.94 +0.44 .25
10 47.53 +0.55 .21
23 258.05 –14.86 1.77
15 173.00 –1.93 .26
31 15.68 –0.04 .025
22 40.40 –0.78 ...
24 84.45 –0.68 .26
35 95.52 +0.86 .40
9 19.75 +0.19 .12
dd 39.78 –0.62 .10
42 89.08 –0.04 ...
28 16.96 +0.58.2225
11 224.86 +5.514.50
cc 116.97 +0.41 1.30
17 72.00 –1.67 .66
dd 7.38 –0.23 ...
19 118.15 +1.92 .48
dd 1.68
... ...
15 62.35 –0.56 .705
14 33.79 +0.27 .73
10 75.90 +1.49 .25
35 159.66 –0.85 .92
dd 1.00 –1.28 ...
16 39.67 –0.15 .30
67 4.21 –0.05.0121
7 280.53 –5.96 .50
dd 15.56 +0.21 .275
dd 8.04 –0.69 .057
cc 2.04 –0.14 ...
... 10.69 –0.31 ...
–52-Week–
High
Low
Tick
Sym Yld P/E
Name
47.19 39.07 Altria
MO 8.6
AMPS ...
7.28 3.41 AltusPower
AMBC ...
18.45 11.26 AmbacFin
ABEV 6.3
3.22 2.01 Ambev
10.51 8.45 Amcor
AMCR 5.1
18.23 12.54 AmerSports
AS
...
AMTB 1.6
26.13 16.63 AmerantBncp
88.72 67.03 Ameren
AEE 3.8
AMRC ...
63.19 17.55 Ameresco
22.26 16.00 AmericaMovil
AMX 2.0
23.92 17.15 AmericanAssets AAT 6.0
9.55 6.29 AmericanAxle AXL ...
26.44 11.51 AmerEagle
AEO 2.5
244.41 140.91 AmerExpress
AXP 1.2
137.72 105.22 AmericanFin
AFG 2.3
15.34 12.63 AmerHlthcrREIT AHR 6.8
37.97 31.36 AmHomes4Rent AMH 2.8
80.83 56.88 AIG
AIG 2.2
25.96 11.69 AmRltyInv
ARL ...
89.93 66.03 AmerStWater AWR 2.4
9.69 5.46 AmerStratInvt NYC ...
219.10 154.58 AmerTowerREIT AMT 3.4
18.31 8.41 AmerVanguard AVD 1.4
151.22 113.34 AmerWaterWorks AWK 2.4
2.47 0.32 AmericanWell AMWL ...
33.90 21.87 AmericoldRealty COLD 3.4
446.32 306.63 Ameriprise
AMP 1.4
186.33 136.89 Ametek
AME .7
4.00 0.75 Ampco-Pitt
AP
...
70.84 39.34 Amphenol
APH .7
8.21 3.56 AmplifyEnergy AMPY ...
AMPX ...
8.37 1.01 AmpriusTech
24.36 15.38 Amrep
AXR ...
13.17 7.60 AngelOakMtgREIT AOMR 9.8
26.01 14.91 AngloGoldAsh AU
.8
67.49 51.66 AB InBev
BUD ...
21.07 14.52 AnnalyCap
NLY 13.6
ANVS ...
22.49 4.79 AnnovisBio
15.10 11.34 AnteroMidstream AM 6.1
36.28 20.10 AnteroResources AR
...
9.43 3.01 AnywhereRealEst HOUS ...
347.37 268.06 Aon
AON .9
39.10 28.22 AptIncmREIT
AIRC .0
8.93 5.63 ApartmtInv
AIV ...
39.98 24.61 APi Group
APG ...
12.74 9.14 ApolloComRlEst ARI 14.3
119.69 73.77 ApolloGlblMgmt APO 1.6
17.90 13.96 AppleHospREIT APLE 6.6
201.76 138.38 AppliedIndlTechs AIT .8
151.73 111.63 Aptargroup
ATR 1.2
Last
Div
Chg. Amt.
10 45.55 –0.19 .98
dd 3.92 –0.34 ...
10 12.82 +0.23 ...
11 2.05 –0.03.1443
22 9.78 –0.17 .125
... 12.57 –1.61 ...
34 22.70 +1.88 .09
16 71.11 +0.86 .67
26 28.81 –3.17 ...
16 17.00 +0.10.2608
25 22.38 +0.85 .335
dd 6.99 +0.07 ...
18 19.96 –0.31 .125
19 231.55 +1.17 .70
12 123.02 –3.27 .71
dd 14.61 –0.32 .25
38 37.16 +0.81 .26
11 74.24 –0.65 .40
84 14.20 +0.69 ...
24 72.57 +1.93 .43
dd 9.57 +0.67 ...
44 194.38 –0.47 1.62
35 8.60 –0.19 .03
26 129.16 –1.38 .765
dd
.32 –0.05 ...
dd 25.54 +0.19 .22
15 427.19 –13.69 1.48
29 166.71 –1.96 .28
dd
.77 –0.04 ...
41 67.37 –1.36 .11
9 6.78 +0.58 ...
dd 1.27 +0.04 ...
45 18.91 –0.01 ...
7 13.10 +0.89 .32
dd 25.13 +1.20 .19
22 58.15 –0.91 ...
dd 19.06 –0.93 .65
dd 5.76 –0.18 ...
18 14.74 +0.29 .225
cc 32.63 +0.20 ...
dd 3.31 +0.02 ...
23 293.58 –3.88 .675
9 39.08 +0.09 .45
dd 8.29 +0.32 ...
dd 37.63 –0.62 ...
dd 9.79 –0.30 .35
13 118.07 +0.29.4625
17 14.54 –0.05 .08
20 194.00 +5.43 .37
30 140.81 –6.04 .41
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
113.60 65.13 Aptiv
APTV ...
ARMK 1.1
34.25 23.95 Aramark
17.74 11.77 ArborRealty
ABR 12.0
7.27 3.10 ArcadiumLithium ALTM ...
29.15 21.30 ArcelorMittal
MT 1.9
187.60 108.25 ArchResources ARCH .7
7.49 3.00 ArcherAviation ACHR ...
87.30 50.72 ADM
ADM 3.3
AROC 3.3
21.61 9.57 Archrock
ARCO 2.7
13.20 8.59 ArcosDorados
89.44 61.98 Arcosa
ACA .2
RCUS ...
25.47 12.95 ArcusBiosci
4.17 2.57 ArdaghMetalPkg AMBP11.8
23.44 11.70 ArdmoreShipping ASC 3.9
AACT ...
10.76 10.15 AresAcqnII A
11.24 6.36 AresCommRealEst ACRE15.0
150.12 92.95 AresMgmt
ARES 2.8
78.95 37.37 Argan
AGX 1.6
17.27 7.22 ArisWater
ARIS 2.7
355.22 149.10 AristaNetworks ANET ...
ARLO ...
14.52 7.77 ArloTech
13.11 9.81 ArmadaHoffler AHH 7.4
26.93 13.32 ArmourResREIT ARR 14.9
125.56 68.35 ArmstrongWorld AWI 1.0
147.42 108.51 ArrowElec
ARW ...
46.75 32.12 ArtisanPtrsAsset APAM 6.2
AORT ...
25.74 12.16 Artivion
ASAN ...
24.81 11.29 Asana
256.39 178.40 AsburyAutomotive ABG ...
4.27 0.77 AshfordHosp
AHT ...
102.50 70.82 Ashland
ASH 1.7
31.74 5.33 AspenAerogels ASPN ...
37.54 22.92 AssetMarkFin AMK ...
22.77 15.16 AssociatedBanc ASB 4.2
38.64 31.12 AssocCapital
AC
.6
189.48 122.42 Assurant
AIZ 1.7
96.60 54.30 AssuredGuaranty AGO 1.6
194.98 121.00 Atkore
ATKR .9
37.86 25.27 AtlUnionBkshs AUB 3.9
24.93 15.55 AtlasEnergy
AESI 3.1
125.28 101.00 AtmosEnergy
ATO 2.8
33.70 18.21 AtmusFiltration ATMU ...
RERE ...
3.25 1.01 ATRenew
AUNA ...
10.85 6.17 Auna
ATHM ...
34.10 23.81 Autohome
129.38 83.69 Autoliv
ALV 2.5
182.08 123.81 AutoNation
AN
...
3256.37 2375.35 AutoZone
AZO ...
208.45 160.45 Avalonbay
AVB 3.3
39.13 27.46 Avangrid
AGR 5.0
Last
Div
Chg. Amt.
7 70.42 –4.79 ...
14 34.02 +0.11 .11
9 14.35 +0.23 .43
... 3.36 +0.11 ...
23 22.93 –0.72 .25
9 152.23 +3.18 .86
dd 3.52 –0.14 ...
11 60.45 –0.90 .50
25 20.22 +1.26 .165
11 9.00 +0.03 .06
29 83.41 –0.44 .05
dd 15.23 –1.12 ...
dd 3.40 –0.12 .10
9 22.53 +0.14 .31
29 10.67 +0.01 ...
dd 6.65 –0.53 .25
59 133.28 +1.49 .93
26 73.16 –2.29 .30
22 15.67 +1.11 .105
49 350.48 +13.12 ...
dd 13.04 –0.04 ...
cc 11.09 +0.11 .205
dd 19.38 –0.27 .24
21 113.24 –1.37 .28
9 120.76 –6.01 ...
13 41.27 +0.68 .61
dd 25.65 +2.32 ...
dd 13.99 +0.88 ...
8 227.87 –0.78 ...
dd
.97 +0.15 ...
25 94.49 –2.37.405
dd 23.85 –1.43 ...
18 34.55 +0.33 ...
22 21.15 +0.86 .22
22 34.02 –0.09 .10
12 166.25 –2.49 .72
6 77.15
... .31
8 134.93 +0.44 .32
12 32.85 +1.72 .32
13 19.93 +0.49 .06
17 116.65 +0.36 .805
15 28.78 +0.76 ...
dd 2.37 +0.14 ...
dd 8.00 –0.10 ...
13 27.45 +1.10 ...
17 106.99 –1.26 .68
8 159.38 –1.09 ...
20 2964.10 –26.25 ...
31 206.89 +3.00 1.70
15 35.53 +0.29 .44
Five-Day Dow Composite
Dead End Street: The Dow slid 0.1% last week despite an inflation reading that suggests the Fed may still cut rates this year. UnitedHealth Group
rose 5.5%, while Nike dropped 22% after offering pessimistic guidance.
Monday
Tuesday
Wednesday
Thursday
Friday
39,580
39,430
39,280
(Previous Friday Close)
+260.88
10 12 2
39,130
-299.05
4
10 12 2
+15.64
4
10 12 2
+36.26
4
10 12 2
-45.20
4
10 12 2
38,980
4
–52-Week–
High
Low
Name
26.56 17.24 AvanosMedical
26.16 16.63 Avantor
231.53 165.21 AveryDennison
47.87 27.73 Avient
40.13 30.53 Avista
36.98 25.03 AxaltaCoating
63.00 32.05 AxosFinancial
13.87 3.94 Azul
Vital Signs
Week In Stocks
Weekly Bond Statistics
Winners & Losers Stocks
Contact Us
For queries, email us at
memberservices@dowjones.com
-
NEW HIGHS
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
AVNS ...
AVTR ...
AVY 1.6
AVNT 2.4
AVA 5.5
AXTA ...
AX
...
AZUL ...
dd 19.92 +0.36 ...
55 21.20 –0.92 ...
32 218.65 –8.29 .88
38 43.65 –0.18.2575
14 34.61 +0.91 .475
31 34.17 –0.43 ...
8 57.15 +3.49 ...
dd 4.00 –0.26 ...
BARK ...
1.91 0.70 Bark
15.15 7.20 B&G Foods
BGS 9.4
TBBB ...
28.84 18.71 BBB Foods
46.02 31.82 BCE
BCE 8.7
2.94 1.68 BEST
BEST ...
BGSF .0
11.70 6.40 BGSF
69.11 54.28 BHP Group
BHP 5.3
139.50 45.90 BILL
BILL ...
BTCM ...
6.95 1.79 BitMining
90.43 62.05 BJ'sWholesale BJ
...
40.84 33.52 BP
BP 4.8
8.17 2.00 BP Prudhoe
BPT ...
7.14 2.51 BRC
BRCC ...
4.09 1.74 BRF
BRFS ...
20.69 15.21 BRT Apartments BRT 5.7
22.31 9.41 BW LPG
BWLP21.0
107.18 67.91 BWX Tech
BWXT 1.0
6.58 0.75 Babcock&Wilcox BW
...
202.81 134.06 BadgerMeter
BMI .6
68.75 5.57 Bakkt
BKKT ...
BALL 1.3
71.32 42.81 Ball
16.96 7.28 Bally's
BALY ...
16.08 9.96 BancCalifornia BANC 3.1
BBAR .0
11.87 3.78 BancoBBVA
12.20 7.38 BBVA
BBVA 4.7
3.21 2.00 BancoBradesco BBDO 8.6
24.79 19.20 BancodeChile
BCH 5.5
31.62 20.02 Bladex
BLX 6.7
68.24 17.30 BancoMacro
BMA .0
6.66 4.90 BancSanBrasil BSBR 5.0
21.81 16.89 BcoSantChile
BSAC 3.0
5.27 3.49 BancoSantander SAN 2.9
37.85 24.15 BanColombia
CIB 3.4
40.34 24.96 BankofAmerica BAC 2.4
36.06 24.62 BankofButterfield NTB 5.0
75.19 39.02 BankofHawaii
BOH 4.9
100.12 73.98 BankMontreal BMO 4.0
60.87 39.66 BankNY Mellon BK 2.8
51.98 39.80 BankNovaScotia BNS 6.9
34.22 20.84 BankUnited
BKU 4.0
11.42 6.23 Barclays
BCS 3.7
10.27 7.60 BaringsBDC
BBDC10.7
226.00 6.05 Barnes&NobleEduc BNED ...
43.66 18.79 BarnesGroup
B
1.5
GOLD 2.4
18.95 13.76 BarrickGold
52.99 27.30 Bath&BodyWks BBWI 2.0
11.55 9.60 BatteryFutureA BFAC ...
BLCO ...
21.95 13.16 Bausch+Lomb
11.46 6.05 BauschHealth
BHC ...
50.21 31.01 BaxterIntl
BAX 3.5
4.65 2.92 BaytexEnergy
BTE 1.9
27.50 6.31 Beachbody
BODI ...
35.93 22.03 BeazerHomes
BZH ...
287.32 224.00 BectonDicknsn BDX 1.6
99.13 60.55 Belden
BDC .2
62.76 34.58 BellRing
BRBR ...
44.85 22.66 BenchmarkElec BHE 1.7
1.58 0.13 BensonHill
BHIL ...
89.19 57.79 Berkley
WRB .6
741971 502000 BerkHathwy A BRK.A ...
430.00 330.58 BerkHathwy B BRK.B ...
25.79 18.31 BerkshireHills BHLB 3.2
BERY 1.9
69.94 53.92 BerryGlobal
93.72 62.30 BestBuy
BBY 4.5
21.28 9.77 BetterwaredeMexico BWMX 8.4
39.27 12.18 Beyond
BYON ...
11.06 1.71 BigLots
BIG
...
4.80 1.16 BigBear.ai
BBAI ...
1077.20 700.00 BiglariA
BH.A ...
219.00 137.01 BiglariB
BH
...
62.21 16.45 Biohaven
BHVN ...
dd 1.81 +0.38 ...
dd 8.08 –0.26 .19
... 23.86 +0.45 ...
23 32.37 –0.23.7405
dd 2.75 +0.03 ...
17 8.55 +0.45 .15
20 57.09 +0.51 1.44
dd 52.62 +4.37 ...
dd 2.64 –0.10 ...
23 87.84 –0.65 ...
11 36.10 +0.59.4312
... 2.47
... ...
dd 6.13 –0.27 ...
dd 4.07 +0.24 ...
cc 17.47 –0.44 .25
5 19.08 +1.20 1.00
34 95.00 +1.99 .24
dd 1.45 –0.16 ...
54 186.35 –2.06 .27
dd 18.92 +3.92 ...
dd 60.02 –0.64 .20
dd 11.97 +0.13 ...
dd 12.78 +0.08 .10
5 9.25 –0.14.4464
7 10.03 +0.29.1695
8 2.07 –0.07.0321
8 22.63
...1.6924
6 29.67 +0.86 .50
2 57.33 –0.181.7418
... 4.94 –0.09.0792
14 18.83 +0.36.7557
6 4.63 +0.01.1027
10 32.65 +0.06.8983
14 39.77 +0.28 .24
8 35.12 +1.15 .44
15 57.21 +1.20 .70
14 83.85 +0.081.1367
15 59.89 +1.07 .42
10 45.72 +0.60.7774
13 29.27 +1.24 .29
... 10.71 +0.27.2671
8 9.73 +0.16 .26
dd 6.40 +0.09 ...
cc 41.41 +2.21 .16
20 16.68 +0.12 .10
10 39.05 –2.87 .20
29 11.04
... ...
dd 14.52 –0.41 ...
dd 6.97 +0.17 ...
dd 33.45 –0.84 .29
dd 3.48 +0.23.0164
dd 8.43 –0.31 ...
5 27.48 –0.12 ...
51 233.71 –4.58 .95
18 93.80 –1.35 .05
40 57.14 +1.10 ...
22 39.46 –0.50 .165
dd
.15 –0.01 ...
14 78.58 –1.91.3333
12 612241 –2760.00 ...
12 406.80 –2.82 ...
46 22.80 +1.57 .18
14 58.85 –2.00 .275
15 84.29 –6.11 .94
8 14.61 –0.23.3142
dd 13.08 –0.32 ...
dd 1.73 –0.17 ...
dd 1.51 +0.22 ...
45 912.50 –29.62 ...
47 193.38 +3.43 ...
dd 34.71 +1.15 ...
B
27
50
52
33
NEW LOWS
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
431.79 261.59 Bio-RadLab A
BIO
...
61.83 35.83 Birkenstock
BIRK ...
61.94 46.43 BlackHills
BKH 4.8
5.75 2.20 BlackBerry
BB
...
845.00 596.18 BlackRock
BLK 2.6
2.37 0.86 BlackSkyTech
BKSY ...
133.56 88.59 Blackstone
BX 2.7
23.82 16.70 BlackstoneMtg BXMT14.2
BLND ...
3.41 0.93 BlendLabs
54.47 30.66 BlockHR
HRB 2.4
87.52 38.85 Block
SQ
...
18.76 8.41 BloomEnergy
BE
...
16.91 12.99 BlueOwlCapital OBDC 9.6
19.87 10.64 BlueOwlCapital OWL 4.1
132.67 67.76 BlueLinx
BXC ...
267.54 159.70 Boeing
BA
...
154.67 87.32 BoiseCascade
BCC .7
134.61 66.73 BootBarn
BOOT ...
164.43 106.90 BoozAllen
BAH 1.3
47.05 29.51 BorgWarner
BWA ...
BORR .0
9.01 5.19 BorrDrilling
395.52 254.40 BostonBeer
SAM ...
19.74 13.26 BostonOmaha BOC ...
73.97 50.64 BostonProps
BXP 6.4
77.99 48.35 BostonSci
BSX ...
27.49 22.14 Bowhead
BOW ...
BOWL 1.5
15.47 8.85 Bowlero
31.94 23.29 Box
BOX ...
73.00 49.34 BoydGaming
BYD 1.2
68.80 46.77 Brady
BRC 1.4
4.16 1.79 BraemarHtls
BHR 7.8
5.67 3.62 BrandywineRealty BDN 13.4
6.00 4.58 BrasilAgro
LND 13.8
11.93 6.30 Braskem
BAK ...
45.46 26.08 BreadFinancial BFH 1.9
BRDG 6.5
13.07 6.18 BridgeInvt
119.21 71.65 BrightHorizons BFAM ...
3.23 0.81 BrightScholar
BEDU ...
23.63 15.23 BrightSphere
BSIG .2
8.01 5.20 BrightSpire
BRSP14.0
14.42 6.58 BrightView
BV
...
105.50 63.79 Brink's
BCO .9
76.02 28.23 BrinkerIntl
EAT ...
65.38 39.63 BristolMyers
BMY 5.8
0.13 0.02 BristolMyersRt CELG.RT .0
38.28 24.33 Bristow
VTOL ...
34.28 28.25 BritishAmTob BTI 9.5
24.47 19.46 BrixmorProp
BRX 4.7
210.24 161.85 BroadridgeFinl BR 1.6
17.59 13.68 Broadstone
BNL 7.3
7.62 3.44 BrookdaleSrLiving BKD ...
43.00 28.35 BrookfieldAsset BAM 3.7
25.58 14.00 BrookfieldBus BBUC 1.2
45.11 28.84 Brookfield
BN
.8
47.44 25.48 BrookfieldInfr
BIPC 4.8
37.15 21.03 BrookfieldInfr
BIP 5.9
45.11 29.00 BrookfieldReinsur BNRE .0
44.95 32.75 BrookfieldReinsA1 BNRE.A .0
32.83 21.35 BrookfieldRenew BEPC 5.0
93.75 66.53 Brown&Brown BRO .6
72.65 42.10 Brown-Forman A BF.A 2.0
71.27 42.00 Brown-Forman B BF.B 2.0
99.68 66.47 Brunswick
BC 2.3
48.15 30.31 Buckle
BKE 3.8
18.84 7.11 Buenaventura BVN ...
32.47 20.68 Build-A-Bear
BBW 3.2
214.70 105.24 BuildersFirst
BLDR ...
116.59 86.10 BungeGlobal
BG 2.5
17.70 11.83 BurfordCapital BUR 1.9
245.43 115.66 BurlingtonStrs BURL ...
2.71 0.67 ButterflyNtwk BFLY ...
24.52 17.67 BylineBancorp BY 1.5
Last
Div
Chg. Amt.
dd 273.11 –14.87 ...
94 54.41 –7.06 ...
13 54.38 +1.28 .65
dd 2.48 +0.18 ...
20 787.32 –0.28 5.10
dd 1.07 +0.07 ...
44 123.80 –0.32 .83
cc 17.42 –0.61 .62
dd 2.36 +0.07 ...
12 54.23 +1.06 .32
83 64.49 +1.52 ...
dd 12.24 –0.58 ...
8 15.36 –0.32 .05
cc 17.75 +0.24 .18
17 93.09 –3.10 ...
dd 182.01 +5.45 ...
10 119.22 –3.19 .20
27 128.93 –0.15 ...
33 153.90 –0.95 .51
12 32.24 –0.89 ...
41 6.45 +0.23 .10
38 305.05 +7.81 ...
dd 13.46 –0.44 ...
50 61.56 +0.06 .98
64 77.01 –0.70 ...
... 25.34 +0.84 ...
27 14.49 +1.05 .055
36 26.44 +0.60 ...
10 55.10 +1.27 .17
17 66.02 –0.17 .235
dd 2.55 –0.19 .05
dd 4.48 –0.06 .15
10 4.60 –0.07 .621
dd 6.45 –0.18 ...
6 44.56 +0.60 .21
dd 7.42 +0.27 .12
77 110.08 +7.78 ...
dd 2.10 +0.06 ...
14 22.17 +0.16 .01
dd 5.70 –0.19 .20
62 13.30 –0.53 ...
39 102.40 –0.38.2425
21 72.39 +1.14 ...
dd 41.53 –0.40 .60
...
.04
....0199
cc 33.53 +1.17 ...
dd 30.93 –0.77.7431
25 23.09 +0.54.2725
34 197.00 –3.79 .80
16 15.87 +0.14 .29
dd 6.83 +0.42 ...
35 38.05 +0.09 .38
4 20.42 +1.03.0625
69 41.54 +0.97 .08
13 33.66 –0.08.405
87 27.44 +0.49.405
... 41.59 +1.03 .08
... 41.81 +0.96 .08
6 28.38 –0.65 .355
28 89.41 –3.61 .13
21 44.13 +0.58.2178
20 43.19 –0.41.2178
14 72.77 –1.40 .42
9 36.94 –0.12 .35
cc 16.95 –0.11 ...
7 25.27 –0.40 .20
12 138.41 –4.78 ...
9 106.77 +0.90 .68
9 13.05 –0.11.0625
40 240.00 +0.02 ...
dd
.84 –0.09 ...
9 23.74 +1.16 .09
C
439.20 302.21 CACI Intl
97.64 29.05 CAVA
80.42 49.15 CBIZ
25.28 19.90 CBL&Assoc
98.65 64.63 CBRE Group
87.90 67.97 CF Industries
118.89 93.07 CGI A
CACI ...
CAVA ...
CBZ ...
CBL 6.8
CBRE ...
CF 2.7
GIB
...
25 430.13 –3.64 ...
cc 92.75 +0.31 ...
30 74.10 –0.92 ...
cc 23.38 +1.02 .40
28 89.11 –1.27 ...
12 74.12 +1.01 .50
19 99.81 +0.63 ...
36
BARRON’S
D ATA
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
–52-Week–
High
Low
Name
July 1, 2024
NEW YORK STOCK EXCHANGE COMPOSITE LIST
Tick
Sym Yld P/E
7.12 3.34 CI&T
CINT ...
63.76 49.87 CMS Energy
CMS 3.5
47.37 37.54 CNA Fin
CNA 3.8
15.74 9.77 CNH Indl
CNH 4.6
29.09 22.27 CNO Financial
CNO 2.3
26.57 17.27 CNX Resources CNX ...
114.30 61.72 CONSOL Energy CEIX ...
26.80 22.20 COPTDefenseProp CDP 4.7
88.00 51.59 CRH
CRH 1.9
10.77 5.07 CS Disco
LAW ...
18.03 15.63 CTO Realty
CTO 8.7
54.73 35.50 CTS
CTS .3
44.90 20.23 C3.ai
AI
...
39.36 26.16 CVR Energy
CVI 7.5
94.38 60.50 CVR Partners
UAN 12.3
83.25 52.77 CVS Health
CVS 4.5
749.00 332.94 CableOne
CABO 3.3
103.49 64.15 Cabot
CBT 1.9
WHD .9
57.00 37.58 Cactus
26.00 16.29 Cadeler
CDLR ...
31.45 19.00 CadenceBank
CADE 3.5
39.81 21.42 Cadre
CDRE 1.0
25.04 17.40 CAE
CAE ...
41.94 23.42 Caleres
CAL .8
58.44 43.30 CaliforniaRscs CRC 2.3
54.85 43.50 CalWtrSvc
CWT 2.3
51.74 26.76 Calix
CALX ...
114.04 82.81 CamdenProperty CPT 3.8
56.24 29.17 Cameco
CCJ
...
46.97 37.94 CampbellSoup CPB 3.3
32.88 16.18 CampingWorld CWH 2.8
18.63 9.80 CanadaGoose
GOOS ...
51.14 34.35 CIBC
CM 5.3
134.02 103.96 CanNtlRlwy
CNI 2.1
41.29 26.81 CanadianNatRscs CNQ 4.3
91.58 68.92 CdnPacKC
CP
.8
1.96 0.92 Cango
CANG ...
22.99 15.93 Cannae
CNNE 2.6
149.94 88.23 CapitalOne
COF 1.7
54.52 30.79 Capri
CPRI ...
116.04 85.12 CardinalHealth CAH 2.0
26.43 19.25 CareTrustREIT CTRE 4.6
430.21 235.79 Carlisle
CSL .8
88.22 59.66 CarMax
KMX ...
19.74 10.84 Carnival
CCL ...
17.95 9.77 Carnival
CUK ...
112.75 51.94 CarpenterTech CRS .7
34.73 18.06 CarriageSvcs
CSV 1.7
66.50 45.68 CarrierGlobal
CARR 1.2
22.84 14.82 Cars.com
CARS ...
88.03 61.23 Carter's
CRI 5.2
136.92 23.43 Carvana
CVNA ...
60.20 31.80 Catalent
CTLT ...
382.01 223.76 Caterpillar
CAT 1.7
8.78 4.56 Cato
CATO12.3
56.00 34.04 CedarFairRec
FUN 2.2
172.16 109.38 Celanese
CE 2.1
61.06 14.37 Celestica
CLS ...
6.64 4.65 CementosPacasm CPAC ...
9.27 5.67 Cemex
CX
.3
246.75 171.65 Cencora
COR .9
21.90 14.69 CenovusEnergy CVE 1.6
81.42 60.83 Centene
CNC ...
31.57 25.42 CenterPointEner CNP 2.6
7.51 4.47 CenterraGold
CGAU 3.1
71.36 46.74 Centerspace
CSR 4.4
9.11 6.21 CentraisElBras EBR .9
22.00 14.70 CentralPacFin
CPF 4.9
CEPU ...
11.60 5.30 CentralPuerto
28.65 19.41 Centuri
CTRI ...
97.92 58.01 CenturyComm CCS 1.3
CHPT ...
9.23 1.21 ChargePoint
275.00 161.65 CharlesRiverLabs CRL ...
184.65 109.48 ChartIndustries GTLS ...
11.32 7.60 ChathamLodging CLDT 3.3
6.78 1.64 CheetahMobile CMCM ...
CHGG ...
13.11 2.53 Chegg
654.62 492.84 Chemed
CHE .3
39.05 15.10 Chemours
CC 4.4
183.46 148.57 CheniereEnergy LNG 1.0
62.34 45.51 CheniereEnerPtrs CQP 6.3
4.90 2.77 CherryHillMtg CHMI16.5
124.72 83.80 ChesapeakeUtil CPK 2.4
171.70 139.62 Chevron
CVX 4.2
CHWY ...
39.78 14.69 Chewy
19.47 11.29 ChimeraInvt
CIM 10.9
4.00 1.61 ChinaGreenAg CGA ...
12.50 7.83 ChinaYuchai
CYD 3.1
69.26 35.37 Chipotle
CMG ...
136.02 108.91 ChoiceHotels
CHH 1.0
275.41 186.52 Chubb
CB 1.4
39.78 35.45 ChunghwaTel
CHT ...
110.31 82.25 Church&Dwight CHD 1.1
63.24 39.94 Ciena
CIEN ...
365.71 253.95 Cigna
CI
1.7
21.66 13.19 Cinemark
CNK ...
64.98 38.17 Citigroup
C
3.3
37.30 22.77 CitizensFin
CFG 4.7
3.69 1.78 Citizens
CIA
...
6.71 3.46 CityOfficeREIT CIO 8.0
28.01 17.98 Civeo
CVEO 4.0
Last
Div
Chg. Amt.
27 5.20 +0.25 ...
18 59.53 –0.02 .515
10 46.07 +1.70 .44
6 10.13 +0.06 .47
8 27.72 +0.16 .16
4 24.30 +0.14 ...
6 102.03 +5.15 ...
dd 25.03 +0.40 .295
... 74.98 –0.79 .35
dd 5.96 +0.14 ...
35 17.46 +0.36 .38
30 50.63 –0.16 .04
dd 28.96 +1.75 ...
4 26.77 –0.06 .50
10 75.66 +0.03 1.92
10 59.06 –2.31 .665
8 354.00 –14.39 2.95
12 91.89 –3.63 .43
21 52.74 +2.70 .12
98 25.03 +1.02 ...
9 28.28 +0.75 .25
33 33.56 +2.29.0875
dd 18.58 –0.83 ...
7 33.60 –0.68 .07
15 53.22 +4.58 .31
19 48.49 +0.46 .28
cc 35.43 +0.43 ...
27 109.11 –0.59 1.03
cc 49.20 –2.37 ...
18 45.19 +0.68 .37
dd 17.86 –0.11 .125
30 12.93 –0.19 ...
10 47.54 +0.08.6632
19 118.13 +1.36.5734
14 35.60 +1.12.3897
25 78.73 +0.06.1417
40 1.67
... ...
dd 18.14 +0.55 .12
11 138.45 +1.68 .60
dd 33.08 +1.78 ...
44 98.32 –6.31.5056
50 25.10 +0.20 .29
26 405.21 –12.01 .85
29 73.34 +1.71 ...
29 18.72 +2.65 ...
26 17.22 +2.79 ...
42 109.58 +10.13 .20
13 26.84 –0.44.1125
44 63.08 +0.20 .19
13 19.70 +0.21 ...
10 61.97 –3.20 .80
52 128.72 +15.73 ...
dd 56.23 –0.27 ...
15 333.10 +5.26 1.41
dd 5.54 –0.54 .17
22 54.35 +3.31 .30
7 134.89 –2.11 .70
21 57.33 +1.42 ...
10 5.72 +0.01 ...
44 6.39 +0.10 .349
25 225.30 –11.38 .51
11 19.66 +1.01 .131
13 66.30 –1.63 ...
22 30.98 –0.02 .20
27 6.72 –0.20.0522
dd 67.63 +0.54 .75
17 6.43 +0.03.0783
10 21.20 +1.12 .26
4 9.07 +0.03 ...
... 19.48 –6.10 ...
9 81.66 +1.64 .26
dd 1.51 +0.09 ...
24 206.58 –5.02 ...
cc 144.34 +3.53 ...
dd 8.52 +0.26 .07
dd 3.98 –1.33 ...
dd 3.16 +0.31 ...
29 542.58 +0.11 .40
dd 22.57 –0.34 .25
9 174.83 +9.91 .435
13 49.11 +1.49 .035
dd 3.63 –0.29 .15
22 106.20 +1.16 .64
14 156.42 +1.14 1.63
cc 27.24 +1.77 ...
8 12.80 –0.85 .35
dd 2.02 –0.27 ...
9 9.10 +0.12 .28
3 62.65 –1.56 ...
25 119.00 +0.94.2875
11 255.08 –9.52 .91
26 38.61 +0.13 ...
33 103.68 –5.25.2837
46 48.18 –0.27 ...
27 330.57 –9.41 1.40
15 21.62 +2.14 ...
19 63.46 +3.47 .53
13 36.03 +1.26 .42
6 2.72 –0.41 ...
dd 4.98 –0.02 .10
12 24.92 +0.98 .25
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
86.58 60.38 CivitasRscs
CIVI 2.9
10.03 5.19 Clarivate
CLVT .0
CMTG12.5
15.25 6.80 ClarosMtg
231.15 132.92 CleanHarbors
CLH ...
2.06 1.04 ClearChannelOutdr CCO ...
27.75 15.28 ClearSecure
YOU 2.1
21.89 15.28 ClearwaterAnalytic CWAN ...
53.77 30.56 ClearwaterPaper CLW ...
27.31 17.47 ClearwayEnergyA CWEN.A 5.7
28.76 18.59 ClearwayEnergyC CWEN 6.1
22.97 13.84 Cleveland-Cliffs CLF
...
6.86 3.42 ClipperRealty
CLPR10.5
169.14 114.69 Clorox
CLX 3.5
116.00 53.88 Cloudflare
NET ...
4.10 1.39 CN Finance
CNF ...
64.36 51.55 Coca-Cola
KO 3.0
104.38 69.33 Coca-Cola Femsa KOF 2.7
6.05 2.00 CoeurMining
CDE ...
78.58 50.05 Cohen&Steers CNS 3.3
COHR ...
75.25 28.47 Coherent
99.08 67.62 ColgatePalm
CL
2.1
10.48 9.16 ColombierAcqnIIA CLBR ...
57.39 37.40 Comerica
CMA 5.6
352.45 151.89 ComfortSystems FIX
.4
59.81 39.85 CommercialMetals CMC 1.3
55.45 35.38 CommunityFinSys CBU 3.8
5.20 2.01 CommunityHlthSys CYH ...
36.72 22.03 CommunityHlthcr CHCT 7.8
17.14 10.76 SABESP
SBS 1.6
3.38 1.99 EngGr-Cmg C
CIG.C 7.2
2.12 1.62 EngGr-Cmg
CIG 9.8
8.91 6.25 COPEL
ELP 4.2
8.25 5.76 COPEL
ELPC .5
4.03 2.11 CiaSiderurgica SID
...
17.74 10.82 CerveceriasUnid CCU 2.0
25.07 16.88 CompassDiversif CODI 4.6
4.68 1.82 Compass
COMP ...
39.78 10.29 CompassMinerals CMP 5.8
13.39 7.07 ComstockRscs CRK 4.8
34.38 25.16 ConagraBrands CAG 4.9
2.67 0.38 ConcordMed
CCM ...
138.29 61.05 Conmed
CNMD 1.2
135.18 99.35 ConocoPhillips COP 2.0
98.85 80.46 ConEd
ED 3.7
274.87 227.50 ConstBrands A STZ 1.6
23.20 14.12 Constellium
CSTM ...
3.71 0.51 ContainerStore TCS ...
14.43 5.52 Volaris
VLRS ...
14.50 10.34 Cool
CLCO13.9
22.74 11.24 Cooper-Standard CPS ...
121.20 78.12 Copa
CPA 6.8
62.15 27.75 Core&Main
CNM ...
27.95 13.82 CoreLabs
CLB .2
34.66 17.40 CorebridgeFin
CRBG 3.2
25.89 10.02 CoreCard
CCRD ...
16.54 9.06 CoreCivic
CXW ...
40.46 25.26 Corning
GLW 2.9
41.44 28.96 Vesta
VTMX 2.0
319.94 220.39 Corpay
CPAY ...
18.89 10.57 CorpAmAirports CAAP ...
58.76 43.22 Corteva
CTVA 1.2
17.51 9.06 Cosan
CSAN ...
17.58 8.54 Costamare
CMRE 2.8
29.89 23.73 CoterraEnergy CTRA 3.0
13.46 9.02 Coty
COTY ...
23.77 13.51 Coupang
CPNG ...
21.26 6.35 Coursera
COUR ...
25.19 17.40 CousinsProperties CUZ 5.5
150.01 82.57 Crane
CR
.5
64.80 48.42 CraneNXT
CXT 1.0
13.68 7.55 CrawfordA
CRD.A 3.2
13.51 7.37 Crawford B
CRD.B 3.5
180.21 116.42 Credicorp
BAP ...
14.22 9.74 CrescentEnergy CRGY 4.1
22.85 10.45 CrossTimbers
CRT 13.5
119.50 84.72 CrownCastle
CCI 6.4
96.35 69.61 Crown Holdings CCK 1.3
47.81 33.17 CubeSmart
CUBE 4.5
120.31 82.25 Cullen/Frost
CFR 3.6
5.99 4.25 Culp
CULP ...
304.25 212.80 Cummins
CMI 2.4
286.65 180.37 Curtiss-Wright CW
.3
11.83 6.24 Cushman&Wkfd CWK ...
7.53 3.61 CustomTruck
CTOS ...
60.09 29.99 CustomersBancorp CUBI ...
Last
Div
Chg. Amt.
8 69.00 +1.89 1.00
dd 5.69 +0.13 .00
dd 8.02 –0.31 .25
33 226.15 +0.02 ...
dd 1.41 +0.08 ...
33 18.71 –0.04 .10
dd 18.52 –0.48 ...
8 48.47 –1.06 ...
34 22.66 –1.09.4102
38 24.69 –1.18.4102
21 15.39 +0.59 ...
dd 3.61 +0.05 .095
71 136.47 –0.17 1.20
dd 82.83 +4.89 ...
5 1.62 –0.12 ...
26 63.65 +0.88 .485
15 85.84 +2.441.6528
dd 5.62 –0.13 ...
28 72.56 +0.92 .59
dd 72.46 +0.53 ...
31 97.04 –0.23 .50
... 10.28 –0.03 ...
10 51.04 +3.24 .71
30 304.12 –12.19 .30
11 54.99 +0.57 .18
15 47.21 +3.41 .45
dd 3.36 +0.23 ...
38 23.39 +0.24 .46
13 13.45 –0.33.2808
6 2.38 +0.11.0275
4 1.76 –0.15.0234
2 6.69 –0.08.1588
10 5.88 +0.02.0285
cc 2.30 –0.03 ...
19 11.38 –0.15.1023
dd 21.89 +0.21 .25
dd 3.60 +0.05 ...
dd 10.33 –1.34 .15
47 10.38 –0.41 .125
14 28.42 –0.40 .35
dd
.95 +0.39 ...
27 69.32 +2.22 .20
13 114.38 +3.04 .20
17 89.42 –0.92 .83
27 257.28 –6.22 1.01
21 18.85 –1.24 ...
dd
.54 –0.05 ...
7 6.36 +0.01 ...
4 11.77 +0.44 .41
dd 12.44 +0.96 ...
... 95.18 +1.01 1.61
23 48.94 –2.61 ...
23 20.29 +1.73 .01
8 29.12 –0.54 .23
48 14.59 +0.31 ...
23 12.98 +1.61 ...
54 38.85 –1.20 .28
6 29.99 –1.31.1444
20 266.41 –0.74 ...
7 16.64 –0.99 ...
69 53.94 +1.02 .16
12 9.74 +0.24 ...
6 16.43 –0.42 .115
16 26.67 +0.05 .21
44 10.02 +0.09 ...
30 20.95 –0.39 ...
dd 7.16 +0.56 ...
48 23.15 +0.02 .32
39 144.98 +0.31 .205
19 61.42 –3.20 .16
19 8.64 –0.11 .07
18 8.01 –0.78 .07
10 161.33 +2.91 ...
dd 11.85 +0.30 .12
7 10.80 +0.13.0302
30 97.70 +1.201.565
21 74.39 –3.15 .25
25 45.17 –0.11 .51
12 101.63 +3.26 .92
dd 4.48 +0.09 ...
20 276.93 –0.01 1.68
28 270.98 –4.03 .21
cc 10.40 –0.47 ...
48 4.35 –0.07 ...
7 47.98 +2.56 ...
D
4.22 1.87 DHI Group
DHX ...
12.80 8.31 DHT
DHT 9.1
15.58 9.44 DNOW
DNOW ...
11.98 6.48 DRDGOLD
DRD 4.0
117.45 90.14 DTE Energy
DTE 3.7
71.85 49.06 DT Midstream DTM 4.0
3.20 0.57 D-WaveQuantum QBTS ...
28.89 14.79 DXC Tech
DXC ...
19.75 11.10 Dana
DAN 3.3
269.11 182.09 Danaher
DHR .4
98.25 62.37 Danaos
DAC 3.5
3.02 0.60 DanimerScientific DNMR ...
41.43 14.48 DaqoNewEnergy DQ
...
176.84 133.36 Darden
DRI 3.5
62 2.09 +0.03 ...
11 11.57 –0.11 .29
6 13.73 +0.42 ...
10 8.61 –0.20.1058
18 111.01 +0.10 1.02
17 71.03 +1.48 .735
dd 1.14 –0.02 ...
52 19.09 +0.35 ...
cc 12.12 –0.36 .10
42 249.85 –5.11 .27
3 92.36 +0.31 .80
dd
.60 –0.01 ...
7 14.60 –3.25 ...
18 151.32 –1.96 1.40
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
71.60 33.94 DarlingIngred
DAR ...
147.93 71.51 DaVita
DVA ...
75.53 48.65 Dayforce
DAY ...
1106.89 484.02 DeckersOutdoor DECK ...
450.00 353.15 Deere
DE 1.6
55.00 36.50 DelekLogistics DKL 10.6
33.60 21.68 DelekUS
DK 4.0
179.70 52.05 DellTechC
DELL ...
53.86 30.60 DeltaAir
DAL 1.3
24.00 16.00 Deluxe
DLX 5.3
13.44 6.67 DesignerBrands DBI 2.9
20.00 3.62 DesktopMetal DM
...
15.82 6.09 Despegar.com DESP ...
105.00 8.25 DestinyTech100 DXYZ ...
17.95 9.82 DeutscheBank DB 2.0
55.09 40.47 DevonEnergy
DVN 4.3
179.78 125.66 Diageo
DEO 3.2
17.32 11.02 DiamondOffshore DO
...
9.99 7.33 Diamondrock
DRH 1.4
3.98 2.78 DianaShipping DSX 10.5
234.47 100.98 Dick's
DKS 2.0
45.15 16.50 DieboldNixdorf DBD ...
154.18 112.33 DigitalRealty
DLR 3.2
20.99 12.12 DigitalBridge
DBRG .3
51.69 19.39 DigitalOcean
DOCN ...
476.48 286.39 Dillard's
DDS .2
60.98 35.46 DineBrands
DIN 5.6
3.27 1.07 Dingdong
DDL ...
131.65 79.04 DiscoverFinSvcs DFS 2.1
123.74 78.73 Disney
DIS .8
26.00 10.54 DiversifiedEnergy DEC 14.4
91.02 75.87 DolbyLab
DLB 1.5
DOLE 2.6
13.70 10.55 Dole
173.47 101.09 DollarGeneral
DG 1.8
9.44 3.86 Doma
DOMA ...
54.74 39.18 DominionEner D
5.4
542.75 328.03 Domino's
DPZ 1.2
78.03 57.05 Donaldson
DCI 1.5
66.21 43.79 DonnelleyFin
DFIN ...
51.66 24.17 DorianLPG
LPG .0
43.00 17.50 DoubleVerify
DV
...
35.39 21.35 DouglasDynamics PLOW 5.0
3.16 1.00 DouglasElliman DOUG ...
16.12 10.76 DouglasEmmett DEI 5.7
188.64 127.25 Dover
DOV 1.1
60.69 47.26 Dow
DOW 5.3
36.29 19.71 Doximity
DOCS ...
77.72 61.60 DrReddy'sLab
RDY .5
44.38 18.29 DreamFinders DFH ...
30.93 16.64 Dril-Quip
DRQ ...
13.17 6.87 DuckhornPtf
NAPA ...
60.00 42.31 Ducommun
DCO ...
104.87 83.06 DukeEnergy
DUK 4.1
12.62 8.68 Dun&Bradstreet DNB 2.2
82.63 61.14 DuPont
DD 1.9
42.87 22.67 DutchBros
BROS ...
186.47 78.42 DycomInds
DY
...
4.24 2.27 DynagasLNG
DLNG ...
61.41 42.94 Dynatrace
DT
...
13.56 9.57 DynexCapital
DX 13.1
Last
Div
Chg. Amt.
11 36.75 +1.04 ...
16 138.57 –2.81 ...
cc 49.60 –0.57 ...
33 967.95 –12.19 ...
11 373.63 –1.41 1.47
15 40.48 +1.42 1.07
dd 24.76 +0.61 .25
28 137.91 –7.15 ...
6 47.44 –1.94 .15
29 22.46 +0.79 .30
32 6.83 –0.68 .05
dd 4.13
... ...
cc 13.23
... ...
dd 15.22 +2.62 ...
7 15.94 +0.47.486
9 47.40 +1.58 .13
18 126.08 –4.24 1.62
dd 15.49 +0.12 ...
24 8.45 +0.11 .03
13 2.86 +0.03 .075
18 214.85 –14.48 1.10
1 38.48 +0.18 ...
43 152.05 +3.70 1.22
8 13.70 +0.97 .01
67 34.75 +0.89 ...
10 440.39 +18.34 .25
6 36.20 –1.83 .51
dd 1.99 +0.03 ...
15 130.81 +3.84 .70
cc 99.29 –2.98 .45
1 13.49 +0.02 .29
40 79.23 –0.76 .30
6 12.24 +0.16 .08
19 132.23 +3.46 .59
dd 6.07 +0.11 ...
26 49.00 –0.21.6675
34 516.33 –5.50 1.51
22 71.56 –0.69 .27
18 59.62 +1.18 ...
6 41.96 –0.71 1.00
51 19.47 –0.03 ...
19 23.40 +0.51 .295
dd 1.16 +0.06 ...
dd 13.31 –0.08 .19
17 180.45 –2.05 .51
32 53.05 –0.94 .70
39 27.97 +0.45 ...
19 76.19 +4.63.4877
9 25.82 +0.33 ...
dd 18.60 +0.41 ...
13 7.10 –0.32 ...
49 58.06 +0.04 ...
24 100.23 +0.391.025
dd 9.26 +0.07 .05
99 80.49 +0.66 .38
cc 41.40 +2.34 ...
22 168.76 +1.93 ...
4 4.03 +0.15 ...
86 44.74 +0.36 ...
10 11.94 –0.10 .13
E
221.83 88.47 elfBeauty
ELF
...
401.98 180.63 EMCOR
EME .3
34.30 28.19 ENI
E
...
139.67 108.94 EOG Rscs
EOG 2.9
317.50 169.43 EPAM Systems EPAM ...
49.10 39.66 EPR Prop
EPR 8.1
45.23 32.07 EQT
EQT 1.7
114.77 61.43 ESAB
ESAB .3
118.60 94.59 ESCO Tech
ESE .3
2.12 0.61 ESSTech
GWH ...
6.90 2.15 E2open
ETWO ...
276.61 145.03 EagleMaterials EXP .5
15.21 10.27 EasterlyGovtProp DEA 8.6
188.85 154.75 EastGroup
EGP 3.0
105.98 68.89 EastmanChem EMN 3.3
6.34 3.33 EastmanKodak KODK ...
345.19 191.82 Eaton
ETN 1.2
245.93 156.72 Ecolab
ECL 1.0
13.14 9.92 Ecopetrol
EC 27.2
12.35 8.26 Ecovyst
ECVT ...
42.16 33.71 EdgewellPersonal EPC 1.5
77.04 58.82 EdisonIntl
EIX 4.3
96.12 60.57 EdwardsLife
EW
...
18.80 8.52 ElancoAnimal
ELAN ...
136.06 57.38 Elastic
ESTC ...
16.70 8.30 EldoradoGold
EGO ...
27.86 17.57 ElementSolns
ESI 1.2
550.34 412.00 ElevanceHealth ELV 1.2
14.21 10.88 EllingtonFin
EFC 12.9
17.19 12.44 ElmeComms
ELME 4.5
14.91 8.63 EmbotellAndinaA AKO.A 4.6
19.61 11.49 EmbotellAndinaB AKO.B 4.2
31.12 12.48 Embraer
ERJ ...
7.05 3.65 EmeraldHldg
EEX ...
4.28 1.46 Emeren
SOL ...
8.21 1.42 EmergentBiosol EBS ...
116.76 83.10 EmersonElec
EMR 1.9
10.32 7.25 EmpireStateRealty ESRT 1.5
46.78 35.43 EmployersHldgs EIG 2.8
95 210.72 +4.81 ...
24 365.08 –16.19 .25
13 30.79 +0.30 ...
10 125.87 +3.82 .91
26 188.11 +3.33 ...
21 41.98 +1.17 .285
27 36.98 +0.01.1575
25 94.43 –2.13 .08
28 105.04 +1.08 .08
dd
.82 +0.07 ...
dd 4.49 +0.09 ...
16 217.46 +0.98 .25
63 12.37 +0.20 .265
37 170.10 +2.98 1.27
13 97.97 –0.64 .81
9 5.38 –0.20 ...
37 313.55 –6.51 .94
44 238.00 –5.99 .57
5 11.19 –0.81.1479
14 8.97 +0.14 ...
17 40.19 +0.38 .15
32 71.81 +0.17 .78
40 92.37 +1.47 ...
dd 14.43 –3.62 ...
cc 113.91 +5.07 ...
26 14.79 –0.21 ...
51 27.12 –0.10 .08
20 541.86 +7.44 1.63
19 12.08 –0.04 .13
dd 15.93 +0.84 .18
10 14.42 +0.43.1302
11 17.20 –0.02.1433
18 25.80 –1.83 ...
dd 5.69 –0.82 ...
dd 1.50 +0.02 ...
dd 6.82 +0.30 ...
cc 110.16 +1.75 .525
32 9.38 +0.29 .035
9 42.63 +0.56 .30
–52-Week–
High
Low
Name
B A R R ON S.C OM / D ATA
Tick
Sym Yld P/E
21.80 10.06 EmpresaDisCom EDN ...
38.37 31.03 Enbridge
ENB 7.7
87.94 57.55 EncompassHealth EHC .7
81.06 24.51 Endava
DAVA ...
27.05 17.65 Endeavor
EDR .9
4.20 1.42 EndeavourSilver EXK ...
3.90 2.68 EnelChile
ENIC 7.4
8.36 3.94 Enerflex
EFXT 1.3
37.32 26.92 Energizer
ENR 4.1
16.40 12.46 EnergyTransfer ET 7.8
3.55 0.91 EnergyVault
NRGV ...
EPAC .1
39.49 24.58 EnerpacTool
113.34 83.27 EnerSys
ENS .9
ENFN ...
11.56 7.52 Enfusion
14.59 7.12 Enhabit
EHAB ...
23.17 18.88 Ennis
EBF 4.6
ENVA ...
65.00 35.30 EnovaIntl
66.14 43.04 Enovis
ENOV ...
NFYS ...
11.04 10.38 EnphysAcqnA
170.64 106.08 Enpro
NPO .8
114.28 87.10 Entergy
ETR 4.2
29.99 25.61 EnterpriseProd EPD 7.1
4.91 1.33 Entravision
EVC 9.9
73.04 33.12 Envestnet
ENV ...
10.01 5.64 Enviri
NVRI ...
36.14 15.92 Envista
NVST ...
14.17 0.25 Enviva
EVA ...
1.89 0.99 EnzoBiochem
ENZ ...
275.10 159.95 Equifax
EFX .6
34.73 24.44 Equinor
EQNR 3.6
41.95 24.65 Equitable
EQH 2.3
14.64 8.45 EquitransMdstm ETRN 4.6
EQBK 1.4
35.20 21.79 EquityBcshs
20.75 17.93 EquityCommnwlth EQC ...
74.04 59.82 EquityLife
ELS 2.9
69.65 52.57 EquityResdntl EQR 3.9
1.95 1.20 EquusTotReturn EQS ...
16.36 10.12 ErmenegildoZegna ZGN .9
24.38 11.35 EroCopper
ERO ...
59.90 44.96 EssentGroup
ESNT 2.0
28.18 20.49 EssentialProp
EPRT 4.2
43.26 32.07 EssentialUtil
WTRG 3.3
284.77 203.85 EssexProp
ESS 3.6
198.86 102.22 EsteeLauder
EL 2.5
36.20 25.33 EthanAllen
ETD 5.6
21.26 14.10 Euronav
EURN 6.5
10.74 3.81 EveHolding
EVEX ...
11.91 4.58 Eventbrite
EB
...
208.76 117.16 EvercoreA
EVR 1.5
417.92 333.65 Everest
EG 2.1
15.25 6.37 Everi
EVRI ...
74.81 52.03 EversourceEner ES 5.0
42.21 31.42 Evertec
EVTC .6
35.00 18.86 EvolentHealth EVH ...
22.42 13.38 ExcelerateEner EE
.5
131.17 107.03 ExpeditorsIntl EXPD 1.2
XPRO ...
25.04 14.33 Expro
164.99 101.19 ExtraSpaceSt
EXR 4.2
123.75 95.77 ExxonMobil
XOM 3.3
Last
Div
Chg. Amt.
dd 16.39 +0.61 ...
18 35.59 +0.89.6731
23 85.79 +0.93 .15
32 29.24 +0.87 ...
42 27.03 +0.19 .06
dd 3.52 –0.20 ...
5 2.80 –0.05.2093
dd 5.40 +0.39.0184
25 29.54 +0.38 .30
15 16.22 +0.50.3175
dd
.95 –0.02 ...
25 38.18 –0.32 .04
16 103.52 –2.61 .225
cc 8.52 +0.20 ...
dd 8.92 +0.38 ...
14 21.89 –0.03 .25
11 62.25 +1.82 ...
dd 45.20 +0.11 ...
32 10.98 +0.04 ...
dd 145.57 +0.70 .30
11 107.00 +1.19 1.13
11 28.98 +0.41 .515
dd 2.03 +0.11 .05
dd 62.59 +0.22 ...
dd 8.63 –0.24 ...
dd 16.63 –0.78 ...
dd
.43 –0.02 ...
dd 1.09 –0.03 ...
54 242.46 +2.72 .39
9 28.56 +1.04 .35
13 40.86 –0.26 .24
14 12.98
... .15
59 35.20 +1.81 .12
25 19.40 +0.02 ...
36 65.13 +0.79.4775
29 69.34 +1.03 .675
2 1.32 +0.07 ...
23 11.84 –0.01 .109
33 21.38 +0.86 ...
8 56.19 –0.42 .28
23 27.71 +0.86 .29
18 37.33 +0.10.3071
33 272.20 –6.02 2.45
60 106.40 –7.45 .66
10 27.89 +0.77 .39
3 16.54 +0.59 .57
dd 4.05 –0.08 ...
dd 4.84 –0.02 ...
33 208.43 +13.66 .80
6 381.02 +3.832.00
13 8.40 +0.36 ...
dd 56.71 –0.47 .715
33 33.25 –0.25 .05
dd 19.12 –3.38 ...
25 18.44 +0.66 .025
26 124.79 –1.63 .73
dd 22.92 –0.26 ...
35 155.41 –3.52 1.62
14 115.12 +4.36 .95
F
48.71 22.95 F&GAnnuities
FG 2.2
41.00 26.71 FB Financial
FBK 1.7
8.37 4.30 Figs
FIGS ...
106.87 49.49 FMC
FMC 4.0
14.39 10.24 FNB
FNB 3.5
10.10 1.21 FreyrBattery
FREY ...
20.99 18.31 FS KKR Cap
FSK 13.0
232.15 171.81 FTI Consulting FCN ...
257.04 114.83 Fabrinet
FN
...
488.64 385.28 FactSet
FDS 1.0
1518.27 776.63 FairIsaac
FICO ...
13.27 9.96 FarmlandPtrs
FPI 2.1
25.87 6.77 Fastly
FSLY ...
160.48 112.39 FedAgriMtg A
AGM.A 4.4
199.40 137.17 FedAgriMtg C
AGM 3.1
107.61 85.59 FederalRealty
FRT 4.3
92.90 56.37 FederalSignal
FSS .6
37.31 30.23 FederatedHermes FHI 3.8
302.41 224.69 FedEx
FDX 1.8
224.86 147.62 Ferguson
FERG 1.6
442.80 285.02 Ferrari
RACE ...
20.53 11.55 FidelisInsurance FIHL 2.5
53.96 34.96 FidNatlFinl
FNF 3.9
78.73 46.91 FidNatlInfo
FIS 1.9
2.07 0.45 FinanceofAm
FOA ...
6.05 4.22 FinVolution
FINV ...
65.55 49.55 FirstAmerFin
FAF 3.9
18.62 12.05 FirstBanCorp
FBP 3.5
32.06 22.96 FirstBancshares FBMS 3.8
15.90 11.16 FirstCmwlthFin FCF 3.8
11.47 3.69 FirstFoundation FFWM .6
16.28 10.08 FirstHorizon
FHN 3.8
55.23 40.44 FirstIndRlty
FR
3.1
8.44 4.17 FirstMajSilver AG
.3
40.65 32.18 FirstEnergy
FE 4.4
NOTE ...
4.51 0.65 FiscalNote
159.99 109.12 Fiserv
FI
...
3.74 2.13 FivePoint
FPH ...
34.49 18.83 FiverrIntl
FVRR ...
33.33 24.16 FlexLNG
FLNG 11.1
20 38.05 –0.48 .21
16 39.03 +2.61 .17
44 5.33 +0.91 ...
6 57.55 +1.16 .58
11 13.68 +0.65 .12
dd 1.70 +0.02 ...
8 19.73 +0.33 .05
25 215.53 +5.62 ...
32 244.79 –2.11 ...
31 408.27 –15.46 1.04
78 1488.66 +52.55 ...
25 11.53 –0.05 .06
dd 7.37 +0.10 ...
8 126.83 +2.78 1.40
11 180.82 +6.26 1.40
36 100.97 +0.72 1.09
28 83.67 –0.67 .12
9 32.88 +0.48 1.00
20 299.84 +46.18 1.38
21 193.65 –2.21 .79
52 408.37 –6.28 ...
4 16.31 +0.15 .10
16 49.42 –0.16 .48
dd 75.36 –0.60 .36
dd
.49 –0.06 ...
4 4.77 –0.03 ...
26 53.95 +0.13 .53
10 18.29 +0.81 .16
10 25.98 +2.03 .25
9 13.81 +0.69 .13
dd 6.55 +0.99 .01
11 15.77 +1.10 .15
22 47.51 +0.24 .37
dd 5.92 –0.23.0037
21 38.27
... .425
dd 1.46 +0.06 ...
28 149.04 –0.75 ...
7 2.93 –0.10 ...
cc 23.43 +1.45 ...
11 27.04 –0.42 .75
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
135.67 76.30 Floor&Decor
FND ...
5.70 2.64 FlotekIndustries FTK ...
26.33 19.64 FlowersFoods
FLO 4.3
50.49 35.32 Flowserve
FLS 1.7
45.75 28.02 Fluor
FLR ...
226.40 148.00 FlutterEnt
FLUT ...
143.43 99.24 FomentoEconMex FMX 1.5
35.60 14.84 FootLocker
FL
.0
15.42 9.63 FordMotor
F
4.8
40.92 21.88 Forestar
FOR ...
4.02 1.31 ForgeGlobal
FRGE ...
43.84 36.30 Fortis
FTS 4.5
87.10 63.05 Fortive
FTV .4
6.36 2.58 FortunaMining FSM ...
84.92 54.10 FortuneBrands FBIN 1.5
28.73 16.10 ForumEnergyTech FET ...
27.60 20.51 FourCornersProp FCPT 5.6
18.62 7.49 FourSeasonsEduc FEDU ...
149.06 102.29 Franco-Nevada FNV 1.2
14.70 11.99 FrankBSPRealty FBRT11.3
48.76 32.19 FranklinCovey FC
...
30.32 21.57 FranklinRscs
BEN 5.5
55.24 32.83 FreeportMcM
FCX 1.2
27.72 16.37 FreseniusMedCare FMS 2.3
28.55 21.41 FreshDelMonte FDP 4.1
29.39 14.30 Frontline
FRO 8.1
3.87 1.10 fuboTV
FUBO ...
9.68 5.70 FullTruck
YMM 1.6
84.31 64.64 FullerHB
FUL 1.2
10.31 4.15 FutureFuel
FF 4.7
Last
Div
Chg. Amt.
48 99.41 –15.25 ...
99 4.91 +0.53 ...
38 22.20 –0.32 .24
27 48.10 +0.26 .21
26 43.55 –1.47 ...
... 182.36 –6.67 ...
32 107.65 +0.90.4657
dd 24.92 –0.51 .40
13 12.54 +0.70 .15
8 31.99 –0.48 ...
dd 1.46 +0.11 ...
17 38.84 +0.38.4382
29 74.10 +0.50 .08
dd 4.89 –0.15 ...
20 64.94 –2.17 .24
dd 16.86 +0.26 ...
23 24.67 +0.14 .345
36 11.94 –1.39 ...
dd 118.52 +1.80 .36
9 12.60 –0.40 .355
28 38.00 +4.05 ...
13 22.35 –0.48 .31
43 48.60 –0.96 .075
21 19.09 –0.31.6342
dd 21.85 –0.39 .25
9 25.76 +0.07 .62
dd 1.24 +0.09 ...
25 8.04 –0.76.1264
26 76.96 –1.05.2225
11 5.13 +0.20 .06
G
141.24 97.21 GATX
GATX 1.8
56.00 3.04 GCT Semiconductor GCTS ...
170.80 84.16 GE Aerospace
GE
.7
16.31 6.94 GEO Group
GEO ...
185.50 115.00 GE Vernova
GEV ...
40.27 26.87 GFLEnvironmental GFL .1
101.04 56.58 GMS
GMS ...
45.93 33.67 GSK
GSK 3.6
67.57 46.38 GXO Logistics
GXO ...
266.39 212.39 Gallagher
AJG .9
64.83 9.95 GameStop
GME ...
4.66 1.66 Gannett
GCI
...
8.44 2.22 GaotuTechedu GOTU ...
30.75 8.58 Gap
GPS 2.5
171.64 99.61 Garmin
GRMN 1.8
486.54 323.61 Gartner
IT
...
17.99 10.68 GatesIndustrial GTES ...
13.30 3.62 GatosSilver
GATO ...
23.43 12.65 GencoShipping GNK 7.9
156.95 79.86 Generac
GNRC ...
302.75 211.94 GeneralDynamics GD 2.0
77.63 60.33 GeneralMills
GIS 3.8
49.35 26.30 GeneralMotors GM
.9
37.89 23.21 Genesco
GCO ...
14.40 8.05 GenesisEnergy GEL 4.2
30.90 12.95 GenieEnergy
GNE 2.1
8.45 4.62 GeniusSports
GENI ...
39.58 29.41 Genpact
G
1.9
170.57 126.35 GenuineParts
GPC 2.9
6.93 4.91 GenworthFin
GNW ...
GPRK 5.4
11.25 8.05 GeoPark
5.13 3.06 Gerdau
GGB .7
0.70 0.13 Getaround
GETR ...
7.35 2.93 GettyImages
GETY ...
34.52 25.70 GettyRealty
GTY 6.8
39.07 26.99 Gildan
GIL 2.2
2.55 0.26 GinkgoBioworks DNA ...
44.06 26.84 GlacierBancorp GBCI 3.5
3.71 1.25 Glatfelter
GLT ...
119.89 59.22 Glaukos
GKOS ...
6.35 4.10 GlobalBlue
GB
...
7.47 4.49 GlblBusTravel GBTG ...
37.00 26.50 GlobalIndemnity GBLI 4.5
46.97 26.36 GlobalIndl
GIC 3.2
11.59 7.98 GlobalMedREIT GMRE 9.3
11.58 6.52 GlobalNetLease GNL 15.0
50.85 27.07 GlobalPtrs
GLP 6.2
141.78 91.60 GlobalPayments GPN 1.0
30.32 16.80 GlobalShipLease GSL 5.2
251.50 151.68 Globant
GLOB ...
132.00 38.95 GlobeLife
GL 1.2
69.12 43.39 GlobusMedical GMED ...
142.95 69.18 GoDaddy
GDDY ...
18.97 10.31 GoldFields
GFI 2.1
15.94 13.35 GoldmanSachsBDC GSBD12.0
471.48 289.36 GoldmanSachs GS 2.4
40.00 27.36 Gorman-Rupp
GRC 2.0
94.77 69.78 Graco
GGG 1.3
5.32 0.87 GrafTechIntl
EAF ...
34.73 12.34 Graham
GHM ...
778.84 551.36 GrahamHoldings GHC 1.0
1034.18 674.41 Grainger
GWW .9
65.08 33.74 GraniteConstr GVA .8
6.41 2.77 GranitePointMtg GPMT20.2
8.14 5.20 GraniteRidge
GRNT 7.0
29.50 20.07 GraphicPkg
GPK 1.5
10.69 4.72 GrayTelevision GTN 6.2
11.00 5.90 GrayTelevision A GTN.A 3.5
7.20 3.11 GreatAjax
AJX 6.7
19 132.36 +0.03 .58
dd 5.21 –0.12 ...
52 158.97 –5.27 .08
21 14.36 +1.80 ...
... 171.51 –4.22 ...
cc 38.93 +0.57 .014
12 80.61 –1.21 ...
14 38.50 –1.98.3762
36 50.50 +2.65 ...
53 259.31 –5.29 .60
cc 24.69 +0.76 ...
dd 4.61 +0.19 ...
dd 4.90 +0.19 ...
13 23.89 –0.81 .15
23 162.92 +1.47 .75
45 449.06 –3.07 ...
17 15.81 –0.36 ...
50 10.44 –0.15 ...
cc 21.31 +0.27 .42
36 132.22 –4.78 ...
24 290.14 –8.11 1.42
15 63.26 –3.82 .60
6 46.46 –1.26 .12
dd 25.86 +1.13 ...
42 14.31 +1.21 .15
29 14.62 +0.40 .075
dd 5.45 +0.03 ...
9 32.19 +0.13.1525
15 138.32 –3.11 1.00
33 6.04 –0.02 ...
5 10.95 +0.21 .147
6 3.30 +0.06 .055
dd
.14
... ...
46 3.26 –0.02 ...
23 26.66 +0.24 .45
13 37.92 +0.13 .205
dd
.33 –0.09 ...
21 37.32 +1.81 .33
dd 1.39 –0.27 ...
dd 118.35 +5.33 ...
61 4.82 +0.02 ...
dd 6.60
... ...
13 31.09 +0.59 .35
17 31.36 –0.55 .25
40 9.08 +0.27 .21
dd 7.35 +0.23 .275
17 45.63 +0.48 .71
19 96.70 +1.67 .25
3 28.79 –0.45 .375
47 178.26 +6.20 ...
8 82.28 –0.78 .24
cc 68.49 +1.97 ...
12 139.71 +2.05 ...
19 14.90 +0.22.1717
8 15.03 –0.60 .45
18 452.32 +2.14 2.75
26 36.71 –0.07 .18
27 79.28 –0.22 .255
dd
.97 –0.06 ...
67 28.16 –0.25 ...
12 699.55 –11.96 1.72
25 902.24 –12.82 2.05
cc 61.97 –0.50 .13
dd 2.97 –0.08 .05
14 6.33 +0.34 .11
12 26.21 –0.84 .10
dd 5.20 +0.30 .08
dd 9.04 –1.58 .08
dd 3.57 –0.17 .06
July 1, 2024
D ATA
–52-Week–
High
Low
Name
BARRON’S
NEW YORK STOCK EXCHANGE COMPOSITE LIST
Tick
Sym Yld P/E
61.62 37.31 GreenBrickPtrs GRBK ...
21.37 7.30 GreenDot
GDOT ...
58.00 32.00 Greenbrier
GBX 2.4
12.49 4.68 GreenfireResources GFR ...
6.78 2.38 GreenTree
GHG ...
80.32 60.40 Greif B
GEF.B 5.0
76.00 56.89 Greif A
GEF 3.6
17.48 14.49 GreystoneHousing GHI 10.0
77.99 38.33 Griffon
GFF .9
12.42 4.49 Grindr
GRND ...
323.95 228.84 Group1Auto
GPI
.6
GROV ...
3.81 1.37 GroveCollab
197.31 107.25 GpoAeroportuar PAC 3.7
357.90 165.00 GpoAeroportSur ASR 3.6
2.71 2.10 GpoAvalAcc
AVAL 6.0
7.84 1.76 GpoSupervielle SUPV ...
5.37 2.10 GrupoTelevisa TV 2.8
35.00 26.29 GuarantyBcshrs GNTY 3.0
33.50 17.92 Guess
GES 5.9
139.91 74.03 Guidewire
GWRE ...
17.24 9.59 GuildHldgs
GHLD .0
165.19 98.69 GulfportEnergy GPOR ...
Last
Div
Chg. Amt.
9 57.24 +0.20 ...
dd 9.45 –0.03 ...
15 49.55 –0.74 .30
dd 6.75 +0.72 ...
6 2.43 –0.16 ...
10 62.49 –1.62 .78
12 57.47 –3.76 .52
8 14.81 –0.24 .37
17 63.86 –1.03 .15
dd 12.24 +2.61 ...
7 297.28 –0.98 .47
dd 1.77 +0.10 ...
14 155.77 –6.571.943
14 299.52 –15.665.727
25 2.18 +0.02.0084
3 6.78 +0.20 ...
dd 2.77 +0.01.1056
13 31.54 +2.06 .24
6 20.40 –0.12 .30
dd 137.89 +0.59 ...
36 14.79 –0.29 .50
3 151.00 –1.06 ...
–52-Week–
High
Low
NYSE Cumulative Daily Breadth vs DJIA
Don’t You Fret: NYSE Composite breadth rose for a second week
even as the S&P 500 fell 0.1% on weakness in Nvidia and other semiconductor stocks. Winning NYSE stocks narrowly outpaced losers.
Breadth
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
DJIA
615,000
607,600
38,600
600,200
37,050
592,800
35,500
585,400
33,950
32,400
J
344.20 215.96 HCA Healthcare HCA .8
121.57 48.84 HCI Group
HCI 1.7
71.39 52.16 HDFC Bank
HDB .9
64.16 43.29 HF Sinclair
DINO 3.7
47.60 27.24 HNI
HNI 2.9
39.52 25.22 HP
HPQ 3.1
45.46 35.30 HSBC
HSBC 7.0
6.84 2.15 HUYA
HUYA .0
97.97 70.74 Haemonetics
HAE ...
8.99 4.74 Hafnia
HAFN16.4
10.62 7.52 Hagerty
HGTY ...
8.96 7.70 Haleon
HLN 1.8
43.85 32.35 Halliburton
HAL 2.0
25.24 9.39 HamiltonBeach HBB 2.7
17.77 12.44 HamiltonIns
HG
...
5.86 3.54 Hanesbrands
HBI
...
33.99 13.22 HannonArmstrong HASI 5.6
138.30 103.83 HanoverIns
THG 2.7
44.16 25.43 HarleyDavidson HOG 2.1
10.25 3.41 HarmonyGold
HMY 1.0
105.20 68.82 HartfordFinl
HIG 1.9
37.05 23.97 HavertyFurn
HVT 5.1
40.16 8.74 HawaiianElec
HE
.0
10.99 10.16 HaymakerAcqnCorp.4 HYAC ...
16.04 9.80 Hayward
HAYW ...
20.25 12.77 HealthcareRealty HR 7.5
22.38 15.24 HealthpeakProp DOC 6.1
6.29 3.33 HeclaMining
HL
.3
232.02 155.42 Heico
HEI
.1
182.10 124.33 Heico A
HEI.A .1
67.31 37.50 HeliosTech
HLIO .8
12.14 7.24 HelixEnergy
HLX ...
46.55 32.17 Helm&Payne
HP 2.8
19.48 6.68 Herbalife
HLF ...
171.00 100.17 HercHoldings
HRI 2.0
20.57 14.62 HerculesCapital HTGC 7.8
11.23 3.81 HeritageInsurance HRTG ...
251.73 178.82 Hershey
HSY 3.0
167.75 129.12 Hess
HES 1.2
37.13 27.57 HessMidstream HESM 7.0
22.82 14.47 HewlettPackard HPE 2.5
79.08 58.81 Hexcel
HXL 1.0
28.45 17.06 HighwoodsProp HIW 7.6
53.67 37.19 Hillenbrand
HI
2.2
35.66 26.78 Hilltop
HTH 2.2
49.02 33.14 HiltonGrandVac HGV ...
218.58 142.50 Hilton
HLT .3
9.76 4.30 HimalayaShipping HSHP .0
25.74 5.65 Hims&HersHealth HIMS ...
25.49 6.65 Hippo
HIPO ...
8.06 3.16 Holley
HLLY ...
25.80 19.61 HomeBancShares HOMB 3.0
396.87 274.26 HomeDepot
HD 2.6
37.90 29.05 HondaMotor
HMC 3.4
39.25 27.81 HoraceMann
HMN 4.2
41.73 28.51 HormelFoods
HRL 3.7
165.75 100.08 DR Horton
DHI .9
137.92 94.14 HoulihanLokey HLI 1.7
184.42 65.22 Hovnanian
HOV ...
86.72 59.00 HowardHughes HHH ...
85.52 42.94 HowmetAerospace HWM .3
429.61 248.37 Hubbell
HUBB 1.3
693.85 407.23 HubSpot
HUBS ...
10.49 3.94 HudbayMinerals HBM .2
9.86 4.05 HudsonPacProp HPP 4.2
530.54 298.61 Humana
HUM .9
299.50 199.11 HuntingIngalls HII 2.1
29.90 22.14 Huntsman
HUN 4.4
161.50 96.77 HyattHotels
H
.4
2.29 0.52 Hyliion
HYLN ...
79.66 38.50 Hyster-Yale
HY 2.0
16 321.28 –17.64 .66
9 92.17 +0.99 .40
20 64.33 +0.92.7008
7 53.34 –0.01 .50
33 45.02 +0.76 .33
12 35.02 –1.35.2756
8 43.50
... 1.05
dd 3.95 –0.09 .64
36 82.73 –2.46 ...
6 8.39 +0.43.3443
cc 10.40 –0.02 ...
29 8.26 –0.31.1064
12 33.78 +0.14 .17
8 17.19 +0.13 .115
5 16.65 +0.75 ...
dd 4.93 –0.03 ...
14 29.60 –0.77 .415
28 125.44 +1.73 .85
7 33.54 –0.13.1725
12 9.17 +0.15.0779
11 100.54 –2.40 .47
9 25.29 +0.28 .32
5 9.02 –0.45 .36
41 10.51 –0.01 ...
33 12.30 –0.96 ...
dd 16.48 +0.43 .31
56 19.60 +0.36 .30
dd 4.85 –0.32.0025
70 223.61 –3.65 .11
56 177.52 –1.21 .11
48 47.75 –0.81 .09
dd 11.94 +1.35 ...
10 36.14 +2.16 .17
8 10.39 –0.79 ...
11 133.29 –0.90 .665
9 20.45 +0.63 .08
4 7.08 –0.12 ...
18 183.83 +1.74 1.37
23 147.52 +1.34.4375
17 36.44 +0.44.6516
15 21.17 +0.25 .13
54 62.45 –2.60 .15
22 26.27 +0.31 .50
34 40.02 –1.75.2225
18 31.28 +2.20 .17
19 40.43 +0.35 ...
48 218.20 +2.32 .15
cc 9.16 +0.58 .04
dd 20.19 –1.96 ...
dd 17.19 +1.17 ...
23 3.58 +0.01 ...
12 23.96 +0.82 .18
23 344.24 –11.56 2.25
7 32.24 +0.87.5503
21 32.62 –0.54 .34
22 30.49 –0.15.2825
10 140.93 –1.46 .30
33 134.86 +5.07 .57
5 141.92 –0.14 ...
dd 64.82 +0.12 ...
37 77.63 –2.51 .05
27 365.48 –11.91 1.22
dd 589.79 +11.36 ...
40 9.05 +0.24.0074
dd 4.81 –0.08 .05
23 373.65 +18.17 .885
14 246.33 –2.58 1.30
dd 22.77 –0.67 .25
24 151.92 +3.46 .15
dd 1.62 +0.08 ...
8 69.73 –0.93 .35
I
IBN .4 19 28.81 +1.11.1736
ICL 3.6 12 4.28 –0.09.0457
IDA 3.6 19 93.15 +0.71 .83
40,150
Breadth 611,601
578,000
H
29.17 21.89 ICICI Bank
6.73 4.26 ICL Group
106.33 86.43 IDACORP
37
A
S
O
N
D
J
F
M
A
M
J
In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
plot. Dec. 31, 1985 =1000.
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
41.58 21.64 IDT
IDT
...
10.13 2.18 IHS Holding
IHS
...
18.04 12.45 ING Groep
ING 5.9
1.96 0.53 INNOVATE
VATE ...
18.71 12.48 Invesco
IVZ 5.5
261.73 167.42 IQVIA
IQV ...
11.67 5.78 IRSA
IRS .0
140.20 90.83 ITT
ITT 1.0
4.60 1.99 IamGold
IAG ...
117.59 65.17 Ibotta
IBTA ...
246.36 183.77 IDEX
IEX 1.4
3.80 1.68 iHuman
IH
.0
271.15 217.50 IllinoisToolWks ITW 2.4
20.70 13.20 Imax
IMAX ...
3.45 1.23 IndContractDrill ICD
...
18.82 11.61 IndepRealty
IRT 3.4
11.67 10.80 InFinTAcqnA
IFIN ...
39.80 17.58 Informatica
INFA ...
20.74 15.33 Infosys
INFY 1.3
96.67 59.20 IngersollRand
IR
.1
66.18 36.66 Ingevity
NGVT ...
122.18 89.54 Ingredion
INGR 2.7
115.75 69.08 InnovativeIndProp IIPR 7.0
2.58 0.95 Innovid
CTV ...
123.21 89.73 Insperity
NSP 2.6
330.00 123.27 InspireMedical INSP ...
263.76 106.02 InstalledBldg
IBP
.7
39.38 26.87 InsteelInds
IIIN .4
28.50 18.98 Instructure
INST ...
123.99 69.40 IntegerHoldings ITGR ...
12.42 10.70 IntegratedWellA WEL ...
140.43 104.49 ICE
ICE 1.3
112.08 67.09 InterContinentl IHG 1.4
30.59 17.94 IntercorpFinSvcs IFS 4.5
199.18 131.55 IBM
IBM 3.9
99.91 62.11 IntlFlavors
IFF 1.7
33.99 18.90 IntlGameTech IGT 3.9
47.40 30.78 IntlPaper
IP
4.3
65.94 35.51 IntlSeaways
INSW .8
40.91 27.20 Interpublic
IPG 4.5
28.30 17.52 IntrepidPotash IPI
...
27.25 22.61 InvenTrust
IVT 3.7
12.37 6.34 InvescoMtg
IVR 17.1
36.53 28.49 InvitatHomes
INVH 3.1
21.60 6.33 IonQ
IONQ ...
90.40 56.03 IronMountain
IRM 2.9
7.27 5.12 ItauUnibanco
ITUB ...
Last
Div
Chg. Amt.
26 35.92 +0.41 ...
dd 3.20 –0.39 ...
... 17.14 +0.52.8205
dd
.60 –0.05 ...
dd 14.96 –0.13 .205
29 211.44 –4.81 ...
dd 8.96 +0.04.6302
25 129.18 –0.77 .319
13 3.75 +0.05 ...
44 75.16 +4.94 ...
26 201.20 –1.50 .69
5 1.79 +0.02 .10
23 236.96 –3.44 1.40
35 16.77 –0.09 ...
dd 1.30 –0.01 ...
dd 18.74 +0.64 .16
58 11.66 +0.02 ...
dd 30.88 +0.28 ...
24 18.62 +0.56.0959
45 90.84 –2.05 .02
dd 43.71 –0.19 ...
11 114.70 –0.80 .78
19 109.22 +1.49 1.90
dd 1.85 +0.02 ...
22 91.21 –3.19 .60
dd 133.83 –28.63 ...
23 205.68 +7.75 .35
25 30.96 +0.20 .03
dd 23.41 –0.67 ...
40 115.79 –0.23 ...
81 11.58 –0.02 ...
31 136.89 –0.95 .45
24 105.95 +0.87 1.04
10 22.41 +0.33 1.00
20 172.95 +0.49 1.67
dd 95.21 –0.77 .40
19 20.46 +0.04 .20
81 43.15 –2.93.4625
6 59.13 –0.78 1.63
10 29.09 –0.37 .33
dd 23.43 –0.01 ...
cc 24.76 +0.22.2263
dd 9.37 +0.10 .40
65 35.89 +0.47 .28
dd 7.03 +0.27 ...
cc 89.62 +0.76 .65
8 5.84 –0.12 ...
JK
18.17 12.63 JBG SMITH Prop JBGS 4.6
21.75 11.02 JELD-WEN
JELD ...
40.61 18.85 J.Jill
JILL .8
205.88 135.19 JPMorganChase JPM 2.3
156.94 100.18 Jabil
JBL .3
81.52 29.29 JacksonFinl
JXN 3.8
154.50 118.08 JacobsSolns
J
.8
41.98 24.28 JamesHardie
JHX ...
34.96 22.18 JanusHenderson JHG 4.6
15.86 9.16 JanusIntl
JBI
...
50.49 31.38 JefferiesFinl
JEF 2.8
46.47 19.93 JinkoSolar
JKS 7.1
11.30 4.50 JobyAviation
JOBY ...
125.88 88.03 JohnBeanTech JBT .4
175.97 143.13 J&J
JNJ 3.4
74.23 47.90 JohnsonControls JCI 2.2
213.33 119.46 JonesLang
JLL
...
10.55 2.23 JumiaTech
JMIA ...
38.04 24.87 JuniperNetworks JNPR 2.4
60.14 35.20 KB Financial
KB 3.5
dd 15.23 +0.56 .175
39 13.47 +0.10 ...
10 34.97 +0.88 .07
12 202.26 +5.96 1.15
10 108.79 –4.40 .08
2 74.26 +1.67 .70
27 139.71 –1.25 .29
27 31.54 +1.00 ...
13 33.71 –0.23 .39
13 12.63 –0.35 ...
27 49.76 +4.01 .35
3 20.72 –2.29 1.50
dd 5.10 –0.09 ...
5 94.97 –4.16 .10
21 146.16 –2.59 1.24
27 66.47 –1.70 .37
33 205.28 –3.39 ...
dd 7.02 –0.15 ...
53 36.46 +0.77 .22
7 56.61 +0.93.5727
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
74.66 42.11 KB Home
KBH 1.4
68.68 49.37 KBR
KBR .9
20.48 12.44 KE Holdings
BEKE 2.2
113.91 52.95 KKR
KKR .7
14.12 8.90 KKR RealEstFin KREF11.0
1.59 0.28 KoreGroup
KORE ...
15.35 11.04 KT
KT 4.4
354.02 196.99 Kadant
KAI .4
64.45 47.63 Kellanova
K
3.9
64.69 38.32 Kemper
KMPR 2.1
30.60 22.08 Kennametal
KMT 3.4
17.43 7.85 Kennedy-Wilson KW 4.9
28.99 17.64 KenonHoldings KEN 15.5
11.10 10.47 KensingtonCapV A KCGI ...
26.66 17.75 Kenvue
KVUE 4.4
15.86 9.10 KeyCorp
KEY 5.8
172.72 118.57 KeysightTech
KEYS ...
74.79 53.75 Kforce
KFRC 2.4
43.37 26.78 KilroyRealty
KRC 6.9
142.20 116.32 KimberlyClark KMB 3.5
22.84 16.34 KimcoRealty
KIM 4.9
20.19 15.89 KinderMorgan KMI 5.8
41.77 31.31 Kinetik
KNTK 7.2
9.48 6.25 KingswayFin
KFS ...
8.40 4.32 KinrossGold
KGC 1.4
548.47 325.01 KinsaleCapital KNSL .2
124.92 72.11 Kirby
KEX ...
24.26 19.64 KiteRealty
KRG 4.4
39.47 21.26 Klaviyo
KVYO ...
83.78 41.53 KnifeRiver
KNF ...
60.99 45.55 Knight-Swift
KNX 1.3
9.11 4.86 KnotOffshore
KNOP 1.2
18.48 12.78 Knowles
KN
...
29.43 15.05 KodiakGasSvcs KGS 5.6
29.65 17.68 Kohl's
KSS 8.7
28.47 17.16 Philips
PHG .0
74.90 37.10 KontoorBrands KTB 3.0
58.23 32.68 Koppers
KOP .8
9.55 5.93 KoreaElecPwr
KEP ...
70.78 44.45 KornFerry
KFY 2.2
8.28 5.07 KosmosEnergy KOS ...
58.34 42.10 Kroger
KR 2.3
14.50 6.16 KronosWorldwide KRO 6.1
4.07 0.42 KukeMusic
KUKE ...
28.60 11.92 Kyndryl
KD
...
Last
Div
Chg. Amt.
9 70.18 –0.36 .25
dd 64.14 +0.05 .15
34 14.15 –1.34.3089
24 105.24 –3.58 .175
dd 9.05 –0.37 .25
dd
.42 –0.16 ...
8 13.67 +0.24.1821
31 293.78 +9.61 .32
22 57.68 +0.20 .60
dd 59.33 +0.41 .31
17 23.54 –0.15 .20
dd 9.72 –0.01 .12
dd 24.55 +0.58 3.80
18 11.09 +0.01 ...
23 18.18 –0.35 .20
18 14.21 +0.61 .205
30 136.75 –0.25 ...
22 62.13 +0.16 .38
18 31.17 –0.41 .54
25 138.20 –1.27 1.22
37 19.46 +0.48 .24
18 19.87 +0.16.2875
17 41.44 +1.60 .75
dd 8.24 +0.07 ...
24 8.32 +0.70 .03
26 385.28 –7.34 .15
28 119.73 +1.93 ...
87 22.38 +0.46 .25
dd 24.89 +2.55 ...
22 70.14 +2.07 ...
73 49.92 +1.57 .16
dd 8.77 +1.22 .026
20 17.26 +0.20 ...
31 27.26 +1.16 .38
9 22.99 +0.12 .50
dd 25.20 –1.05.9154
17 66.15 –1.39 .50
10 36.99 –1.51 .07
18 7.09 +0.17 ...
21 67.14 –1.13 .37
12 5.54 +0.26 ...
17 49.93 –0.28 .32
dd 12.55 –0.59 .19
dd 1.34 –0.67 ...
dd 26.31 +0.79 ...
L
137.07 98.92 LCI Inds
6.22 3.45 LG Display
4.85 1.31 LL Flooring
11.69 6.74 LSB Inds
35.72 30.30 LTC Properties
228.13 160.25 L3HarrisTech
10.75 7.75 LXP Industrial
41.08 26.95 La-Z-Boy
234.09 191.97 Labcorp
12.00 9.08 LadderCapital
117.38 77.41 LambWeston
23.51 17.00 LandBridge
5.60 1.27 Lanvin
61.25 42.99 LasVegasSands
42.24 25.82 Lazard
157.91 112.55 Lear
11.54 10.47 LearnCWInvtA
31.14 10.11 Leggett&Platt
151.32 87.61 Leidos
24.81 10.27 Lemonade
10.92 4.73 LendingClub
172.59 102.90 Lennar A
159.02 94.51 Lennar B
LCII 4.1
LPL
...
LL
...
LXU ...
LTC 6.6
LHX 2.1
LXP 5.7
LZB 2.1
LH
...
LADR 8.1
LW 1.7
LB
...
LANV ...
LVS 1.8
LAZ 5.2
LEA 2.7
LCW ...
LEG 1.7
LDOS 1.0
LMND ...
LC
...
LEN 1.3
LEN.B 1.4
28 103.38 +2.79 1.05
dd 4.12 +0.31 ...
dd 1.43 +0.09 ...
35 8.18 +0.13 ...
18 34.50 +0.60 .19
36 224.58 –0.93 1.16
cc 9.12 +0.24 .13
13 37.28 –0.61 .20
41 203.51 –1.74 ...
15 11.29 +0.09 .23
11 84.08 –0.77 .36
... 23.15
... ...
dd 1.79 –0.31 ...
21 44.25 –1.66 .20
dd 38.18 +1.78 .50
12 114.21 –1.88 .77
dd 10.90 –0.01 ...
dd 11.46 –0.62 .05
63 145.88 –0.69 .38
dd 16.50 +0.40 ...
25 8.46 +0.54 ...
10 149.87 –1.68 .50
9 139.43 +0.15 .50
Name
B A R R ON S .C OM / D ATA
Tick
Sym Yld P/E
553.48 314.11 LennoxIntl
LII
.9
24.34 12.42 LeviStrauss
LEVI 2.5
49.25 2.77 Li-Cycle
LICY ...
24.75 13.18 LibertyEnergy LBRT 1.3
22.41 11.10 LifeTime
LTH ...
19.92 4.52 LifezoneMetals LZM ...
1.47 0.43 LightInTheBox LITB ...
LSPD ...
21.71 12.23 Lightspeed
915.54 434.34 EliLilly
LLY .6
33.33 20.85 LincolnNational LNC 5.8
137.31 106.46 Lindsay
LNN 1.1
2.68 0.84 LionElectric
LEV ...
LGF.A ...
11.43 6.93 LionsGate A
LGF.B ...
10.71 6.63 LionsGate B
331.96 231.36 LithiaMotors
LAD .8
8.14 3.18 LithiumAmArg LAAC ...
12.38 2.61 LithiumAmericas LAC ...
107.24 76.48 LiveNationEnt LYV ...
47.22 25.25 LiveOakBcshs
LOB .3
RAMP ...
42.66 26.99 LiveRamp
LVWR ...
12.50 5.71 LiveWire
2.87 1.88 LloydsBanking LYG 5.0
3.71 1.14 loanDepot
LDI
...
LOAR ...
65.00 42.57 Loar
6.33 1.17 LocalBounti
LOCL ...
479.50 393.77 LockheedMartin LMT 2.7
78.55 58.81 Loews
L
.3
7.87 5.64 LomaNegra
LOMA18.2
95.70 49.47 LouisianaPacific LPX 1.3
262.49 181.85 Lowe's
LOW 2.1
7.64 2.00 LufaxHolding
LU 10.5
LUMN ...
2.34 0.78 LumenTech
2.60 1.81 LumentFinance LFT 13.3
LXFR 4.5
14.68 7.55 Luxfer
107.02 87.91 LyondellBasell LYB 5.6
Last
Div
Chg. Amt.
31 534.98 –8.02 1.15
54 19.28 –3.73 .13
dd 6.53 +1.40 ...
8 20.89 +0.88 .07
52 18.83 +0.43 ...
dd 7.68 –0.37 ...
dd
.91 +0.08 ...
dd 13.69 –0.03 ...
cc 905.38 +21.50 1.30
4 31.10 –0.87 .45
19 122.88 +8.77 .35
dd
.91 –0.09 ...
dd 9.42 +0.82 ...
dd 8.57 +0.68 ...
7 252.45 +3.75 .53
0 3.20 –0.28 ...
dd 2.68 –0.17 ...
90 93.74 +0.78 ...
16 35.06 +1.78 .03
cc 30.94 +0.77 ...
dd 7.66 +0.44 ...
7 2.73 –0.04.046
dd 1.65 –0.13 ...
cc 53.41 –2.79 ...
dd 2.79 –0.23 ...
17 467.10 –0.50 3.15
11 74.74 –1.82.0625
11 6.76 –0.09.4648
22 82.33 –3.58 .26
18 220.46 –8.13 1.15
dd 2.37 +0.18 .156
dd 1.10 +0.03 ...
8 2.40 –0.12 .08
cc 11.59 +0.20 .13
15 95.66 +0.45 1.34
M
156.65 108.53 M&T Bank
MTB 3.6
14.37 5.10 MBIA
MBI .0
25.99 18.04 MDU Rscs
MDU ...
11.90 8.41 MFA Financial MFA 13.2
22.43 15.19 MGIC Investment MTG 2.1
MGM ...
51.35 34.12 MGM Resorts
140.73 74.79 M/I Homes
MHO ...
MNSO 2.1
29.92 15.71 MinisoGroup
MOGU ...
3.58 1.41 MOGU
MPLX 8.0
42.90 33.82 MPLX
26.53 12.09 MP Materials
MP
...
14.02 8.15 MRC Global
MRC ...
196.02 147.35 MSA Safety
MSA 1.1
617.39 439.95 MSCI
MSCI 1.3
105.77 75.05 MSC Industrial MSM 4.2
13.95 8.42 MV Oil
MVO15.9
MYTE ...
6.27 2.05 Mytheresa
17.69 9.21 Macerich
MAC 4.4
21.19 14.40 MachNaturalRscs MNR 17.9
22.10 10.54 Macy's
M
3.6
41.58 27.55 MSG Ent
MSGE ...
215.79 164.79 MSG Sports
MSGS ...
65.27 40.83 MagnaIntl
MGA 4.5
11.48 4.70 Magnachip
MX
...
27.33 19.16 MagnoliaOil
MGY 1.9
51.10 37.70 MainStreetCap MAIN 5.8
25.09 13.50 ManchesterUnited MANU ...
MTW ...
19.81 10.40 Manitowoc
88.91 67.35 Manpower
MAN 4.4
26.81 17.07 ManulifeFinl
MFC 3.3
30.06 21.81 MarathonOil
MRO 1.5
221.11 112.82 MarathonPetrol MPC 1.9
44.24 26.81 Marcus&Millichap MMI 1.6
16.75 9.56 Marcus
MCS 2.5
MRDB ...
1.03 0.16 MariaDB
17.81 9.18 MarineProducts MPX 5.5
42.88 22.51 MarineMax
HZO ...
1670.24 1295.65 Markel
MKL ...
MKFG ...
2.30 0.40 Markforged
133.99 72.78 MarriottVacations VAC 3.5
216.89 183.81 Marsh&McLen MMC 1.3
626.67 389.90 MartinMarietta MLM .5
78.94 47.66 Masco
MAS 1.7
123.33 44.65 MasTec
MTZ ...
19.07 10.54 MasterBrand
MBC ...
490.00 359.77 Mastercard
MA
.6
MTDR 1.3
71.08 49.12 MatadorRscs
145.08 92.23 Materion
MTRN .5
MATV 2.4
19.34 10.78 Mativ
133.53 74.04 Matson
MATX 1.0
23.49 11.58 MauiLand
MLP ...
MMS 1.4
90.65 72.39 Maximus
17.00 9.72 MayvilleEngg
MEC ...
91.50 59.12 McCormickVtg MKC.V 2.4
90.45 59.13 McCormick
MKC 2.4
302.39 245.73 McDonald's
MCD 2.6
12.50 5.92 McEwenMining MUX ...
612.17 395.30 McKesson
MCK .4
25.78 7.62 MediaAlpha
MAX ...
MPW13.9
10.74 2.92 MedicalProp
109.52 18.81 Medifast
MED 30.2
91.00 68.84 Medtronic
MDT 3.6
134.63 99.14 Merck
MRK 2.5
59.89 27.27 MercuryGeneral MCY 2.4
10 151.36 +3.85 1.35
dd 5.49 –0.018.00
11 25.10 –0.17 ...
dd 10.64 –0.33 .35
8 21.55 +0.16 .115
17 44.44 +2.44 ...
7 122.14 +1.69 ...
16 19.07 –1.63 .29
dd 2.40 –0.43 ...
11 42.59 +1.17 .85
dd 12.73 –0.95 ...
16 12.91 +0.78 ...
28 187.69 –0.99 .51
33 481.75 –4.57 1.60
14 79.31 –0.15 .83
6 9.42 +0.22 .33
dd 5.10 +0.17 ...
dd 15.44 +0.77 .17
... 19.02 –0.01 .75
cc 19.20 +0.90.1737
29 34.23 +0.60 ...
cc 188.13 –0.37 ...
12 41.90 –0.32 .475
dd 4.87 –0.09 ...
13 25.34 +0.46 .13
9 50.49 +1.30 .245
dd 16.14 –0.02 ...
15 11.53 +0.88 ...
72 69.80 –2.60 1.54
15 26.62 +0.93.2694
12 28.67 +0.91 .11
9 173.48 +0.81 .825
dd 31.52 –0.38 .25
55 11.37 +0.37 .07
dd
.53 –0.01 ...
10 10.10 +0.11 .70
12 32.37 –0.98 ...
9 1575.66 +2.71 ...
dd
.41 –0.02 ...
16 87.32 +2.17 .76
27 210.72 –3.68 .71
16 541.80 –2.33 .74
16 66.67 –1.17 .29
dd 106.99 –4.64 ...
10 14.68 –0.23 ...
35 441.16 –13.69 .66
8 59.60 +2.50 .20
27 108.13 +1.43 .135
dd 16.96 –0.22 .10
15 130.97 +4.82 .34
dd 22.05 +2.03 ...
22 85.70 –2.67 .30
41 16.66 +0.90 ...
25 69.00 +0.70 .42
26 70.94 +2.26 .42
22 254.84 –4.55 1.67
6 9.18 –0.37 ...
26 584.04 –19.04 .62
dd 13.17 –3.04 ...
dd 4.31 –0.49 .15
4 21.82 +1.79 1.65
29 78.71 –2.93 .70
cc 123.80 –6.92 .77
14 53.14 +0.69.3175
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
25.88 14.89 MeridianLink
MLNK ...
189.96 109.23 MeritageHomes MTH 1.3
25.34 7.70 MesaRoyalty
MTR 4.9
22.39 16.08 MesabiTrust
MSB 7.8
1.70 0.33 MetaData
AIU ...
MTUS ...
24.31 18.70 Metallus
MTAL ...
15.26 9.15 MetalsAcqn
34.04 8.54 MethodeElec
MEI 5.4
74.68 56.12 MetLife
MET 3.1
57.15 30.20 MetropolitanBk MCB ...
1535.86 928.50 Mettler-Toledo MTD ...
158.46 115.56 MidAmApt
MAA 4.1
61.87 33.83 MillerIndustries MLR 1.4
87.46 48.61 MineralsTechs MTX .5
11.50 6.70 MirionTech
MIR ...
10.07 4.80 MisterCarWash MCW ...
9.85 4.96 MistrasGroup
MG
...
11.22 7.32 MitsubishiUFJ MUFG 1.9
4.32 3.04 MizuhoFin
MFG 2.4
109.53 32.17 ModineMfg
MOD ...
17.65 10.88 ModivIndl
MDV 8.1
58.67 38.58 Moelis
MC 4.2
131.19 76.02 MohawkInds
MHK ...
423.92 288.79 MolinaHealthcare MOH ...
70.90 49.19 MolsonCoorsB TAP 3.5
106.82 10.75 MoneyLion
ML
...
49.97 21.96 MontroseEnvl MEG ...
428.79 298.86 Moody's
MCO .8
181.77 99.25 Moog A
MOG.A .7
103.25 69.42 MorganStanley MS 3.5
42.81 26.67 Mosaic
MOS 2.9
391.65 269.65 MotorolaSol
MSI 1.0
31.44 23.94 Movado
MOV 5.6
60.31 34.96 MuellerIndustries MLI 1.4
19.43 12.11 MuellerWater MWA 1.4
MPLN ...
2.16 0.33 MultiPlan
49.14 36.34 MurphyOil
MUR 2.9
489.89 282.49 MurphyUSA
MUSA .4
23.63 13.19 MyersIndustries MYE 4.0
Last
Div
Chg. Amt.
dd 21.36 –0.15 ...
8 161.85 +1.63 .75
7 8.82 +0.55.0388
11 17.23 +0.17 .29
0
.42 –0.02 ...
12 20.27 –0.68 ...
dd 13.69 +0.73 ...
dd 10.35 +0.13 .14
24 70.19 –1.08 .545
7 42.09 +3.10 ...
39 1397.59 –65.89 ...
30 142.61 +1.65 1.47
10 55.02 –0.98 .19
29 83.16 –0.71 .10
dd 10.74 –0.06 ...
31 7.12 –0.10 ...
dd 8.29 +0.61 ...
12 10.80 +1.11.1221
11 4.23 +0.37.0703
33 100.19 +6.16 ...
dd 14.14 +0.34.0958
dd 56.86 +4.20 .60
dd 113.59 +0.59 ...
16 297.30 –10.16 ...
10 50.83 –0.12 .44
dd 73.54 –0.30 ...
dd 44.56 –1.77 ...
46 420.93 –0.96 .85
28 167.30 –0.71 .28
18 97.19 +1.03 .85
12 28.90 +1.10 .21
48 386.05 +0.01 .98
14 24.86 +0.03 .35
11 56.94 +1.26 .20
28 17.92 +0.52.064
dd
.39 +0.02 ...
11 41.24 +1.73 .30
20 469.46 –10.09 .44
13 13.38 –0.66 .135
N
38.66 27.26 NACCO Inds
NC 3.3
15.49 11.50 N-able
NABL ...
NATL ...
29.20 18.00 NCR Atleos
19.01 10.99 NCR Voyix
VYX ...
NPWR ...
17.62 7.55 NetPower
6.20 3.68 NGL Energy
NGL ...
16.18 3.61 NIO
NIO ...
8.93 4.46 NL Industries
NL 5.3
44.87 34.38 NNN REIT
NNN 5.3
21.91 15.72 NOV
NOV 1.2
87.58 35.98 NRG Energy
NRG 2.1
8211.40 5210.49 NVR
NVR ...
0.78 0.22 NXGNextGenRt NXG.RT ...
141.47 59.90 NaborsIndustries NBR ...
39.26 28.38 NatlBankHoldings NBHC 2.9
57.60 45.32 NationalFuelGas NFG 3.8
73.40 55.13 NationalGrid
NGG 6.4
68.14 48.51 NatlHealthInv NHI 5.3
86.08 70.24 NatlPrestoInds NPK 1.3
42.95 27.86 NatlStorage
NSA 5.4
25.24 9.62 NaturalGasSvcs NGS ...
21.95 11.85 NaturalGrocers NGVC 1.9
102.00 51.00 NaturalResPtrs NRP 3.3
7.60 4.80 Natuzzi
NTZ ...
NWG ...
8.48 4.30 NatWest
NVGS 1.1
17.82 12.69 Navigator
110.70 81.67 Nelnet
NNI 1.1
NRDY ...
5.37 1.47 NerdyA
50.00 9.50 NetLeaseOffice NLOP 1.4
NTST 5.1
18.97 13.49 Netstreit
NEUE ...
22.00 4.94 NeueHealth
NVRO ...
26.53 7.85 Nevro
47.63 38.92 NewJerseyRscs NJR 3.9
98.20 39.08 NewOrientalEduc EDU ...
NYCB 1.2
14.22 1.70 NY CmntyBcp
51.98 39.28 NYTimes A
NYT 1.0
650.00 399.46 NewMarket
NEU 1.9
45.92 29.42 Newmont
NEM 2.4
...
8.65 4.99 NewparkResources NR
8.09 4.14 NexaResources NEXA ...
8.88 4.38 NexGenEnergy NXE ...
17.84 12.63 NexPointRealEst NREF14.6
49.87 26.21 NexPointResidentl NXRT 4.7
3.42 1.32 Nextdoor
KIND ...
80.47 47.15 NextEraEnergy NEE 2.9
86.86 63.58 NicoletBankshares NIC 1.2
123.39 74.55 Nike
NKE 2.0
5.59 1.37 NineEnergy
NINE ...
29.44 22.86 NiSource
NI
3.7
NOAH10.8
15.83 9.50 NoahHoldings
55.34 39.47 Noble
NE 4.5
4.36 2.94 Nokia
NOK 3.4
20.05 13.56 NomadFoods
NOMD 3.6
6.62 3.63 Nomura
NMR 2.2
4.83 3.58 NordicAmTankers NAT 10.8
23.54 12.88 Nordstrom
JWN 3.6
263.66 183.09 NorfolkSouthern NSC 2.5
26.30 18.30 NorthAmConstr NOA 1.5
16.36 4.77 NoEuroOil
NRT 7.2
43.75 31.13 NorthernOil&Gas NOG 4.3
dd 27.67 –2.14.2275
cc 15.23 +0.44 ...
dd 27.02 –0.63 ...
dd 12.35 –0.03 ...
dd 9.83 –0.28 ...
dd 5.06 –0.17 ...
dd 4.16 –0.14 ...
dd 6.03 –0.13 .08
20 42.60 +0.38 .565
8 19.01 +1.00 .075
11 77.86 –2.16.4075
16 7588.56 –37.86 ...
...
.55 +0.07 ...
dd 71.16 +3.77 ...
11 39.05 +1.97 .28
11 54.19 –0.44 .515
16 56.80 –0.332.4939
22 67.73 +0.98 .90
17 75.13 +1.67 3.50
22 41.22 –1.03 .56
26 20.12 +1.21 ...
17 21.20 +0.78 .10
7 89.64 –2.43 .75
dd 4.90 –0.10 ...
7 8.03 –0.25 ...
15 17.46 +0.74 .05
28 100.86 +0.72 .28
dd 1.67
... ...
dd 24.62 +0.55 .34
cc 16.10 –0.80 .205
dd 5.44 +0.29 ...
dd 8.42 –0.41 ...
17 42.74 +0.67 .42
42 77.73 +6.39 ...
dd 3.22 +0.16 .01
34 51.21 +0.29 .13
12 515.57 –7.25 2.50
dd 41.87 –0.39 .25
45 8.31 +0.41 ...
dd 7.64 –0.13 ...
cc 6.98 +0.08 ...
dd 13.72 +0.37 .50
14 39.51 +2.26.4624
dd 2.78 +0.24 ...
19 70.81 –2.00 .515
13 83.04 +5.18 .28
20 75.37 –21.81 .37
dd 1.68 +0.25 ...
19 28.81 +0.49 .265
1 9.65 –0.752.1249
14 44.65 +0.18 .50
24 3.78 +0.10.0326
14 16.48 –0.10 .15
16 5.78 +0.17.0955
12 3.98 –0.08 .12
12 21.22 –0.08 .19
35 214.69 –10.18 1.35
15 19.28 +0.24.0732
14 6.41 +0.68 .20
6 37.17 +0.41 .40
38
BARRON’S
D ATA
–52-Week–
High
Low
Name
496.89 414.56 NorthropGrum
44.90 34.82 NorthwestNat
22.75 12.71 NorwegCruise
3.21 1.85 NouveauMonde
108.78 88.86 Novartis
148.15 75.56 NovoNordisk
13.01 6.61 NuHoldings
34.32 10.48 NuSkinEnts
203.00 140.07 Nucor
12.40 1.81 NuScalePower
69.12 47.90 Nutrien
4.16 0.95 NuvationBio
86.57 45.61 nVentElectric
NEW YORK STOCK EXCHANGE COMPOSITE LIST
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
NOC 1.9
NWN 5.4
NCLH ...
NMG ...
NVS 3.0
NVO .7
NU
...
NUS 2.3
NUE 1.4
SMR ...
NTR 4.2
NUVB ...
NVT 1.0
30 435.95 +3.86 2.06
16 36.11 +1.16.4875
29 18.79 +1.50 ...
dd 1.88 –0.01 ...
14 106.46 +1.243.7772
49 142.74 +0.78.9293
50 12.89 +0.64 ...
dd 10.54 –1.90 .06
9 158.08 +0.50 .54
dd 11.69 +1.67 ...
30 50.91 –0.66 .54
dd 2.92 –0.13 ...
22 76.61 –1.52 .19
39.04 25.72 OFGBancorp
OFG 2.7
37.30 31.25 OGE Energy
OGE 4.7
23.57 10.79 O-I Glass
OI
...
82.06 55.50 ONE Gas
OGS 4.1
83.31 60.52 ONEOK
OKE 4.9
ONTF ...
9.09 5.37 ON24
18.41 12.86 Openlane
KAR ...
71.19 55.12 OccidentalPetrol OXY 1.4
27.46 18.12 OceaneeringIntl OII
...
OPAD ...
15.20 3.83 Offerpad
87.32 54.80 Oil-Dri
ODC 1.9
9.02 3.91 OilStatesIntl
OIS
...
36.69 20.70 OkeanisEcoTankers ECO .0
OKLO ...
18.80 7.05 Oklo
32.26 24.75 OldRepublic
ORI 3.4
60.60 41.71 Olin
OLN 1.7
8.84 4.25 Olo
OLO ...
34.77 27.53 OmegaHealthcare OHI 7.8
99.23 72.20 Omnicom
OMC 3.1
ONON ...
44.30 23.41 OnHolding
24.50 17.55 OneLiberty
OLP 7.7
4.55 1.58 OneConnectFin OCFT ...
53.65 35.00 OneMain
OMF 8.6
35.79 21.15 Onity
ONIT ...
238.13 103.94 OntoInnovation ONTO ...
OOMA ...
15.43 6.50 Ooma
47.93 32.82 Oppenheimer A OPY 1.3
5.34 1.91 OppFi
OPFI .0
145.32 99.26 Oracle
ORCL 1.1
ORAN 6.0
12.41 9.82 Orange
11.27 5.90 OrchidIsland
ORC 17.3
24.08 10.84 Organon
OGN 5.4
36.91 26.68 OriginBancorp OBK 1.9
11.00 2.70 OrionGroup
ORN ...
7.07 3.01 OrionOffice
ONL 11.1
28.48 19.32 Orion
OEC .5
113.43 86.05 Orix
IX
2.5
85.82 58.73 OrmatTech
ORA .7
OSCR ...
23.44 4.72 OscarHealth
127.98 84.60 Oshkosh
OSK 1.7
4.81 1.70 OsiskoDevelopment ODV ...
17.37 11.24 OsiskoGold
OR 1.2
100.84 73.32 OtisWorldwide OTIS 1.6
OUST ...
14.17 3.67 Ouster
17.02 8.18 OutfrontMedia OUT 8.4
8.50 3.95 OverseasShip
OSG 2.8
55.95 36.27 Ovintiv
OVV 2.6
28.35 13.26 Owens&Minor OMI ...
184.00 109.95 OwensCorning OC 1.4
OWLT ...
7.50 3.05 Owlet
113.88 82.33 OxfordIndustries OXM 2.7
10 37.45 +0.99 .25
18 35.70 +0.37.4182
dd 11.13 +0.03 ...
16 63.85 +3.71 .66
19 81.55 +1.67 .99
dd 6.01 +0.16 ...
dd 16.59 +0.59 ...
17 63.03 +2.11 .22
22 23.66 +1.64 ...
dd 4.42 –0.24 ...
13 64.09 +1.57 .31
dd 4.44 +0.18 ...
6 32.14 –0.22 1.10
45 8.47 –0.55 ...
12 30.90 +0.14 .265
17 47.15 –1.91 .20
dd 4.42 –0.04 ...
31 34.25 +1.23 .67
12 89.70 –0.77 .70
88 38.80 –0.92 ...
17 23.48 –0.32 .45
dd 1.58 –0.30 ...
9 48.49 –0.54 1.04
42 23.98 +0.93 ...
78 219.56 +3.16 ...
dd 9.93 +1.01 ...
13 47.91 +1.95 .15
54 3.39 +0.04 .12
38 141.20 –0.30 .40
11 9.99 –0.23.4523
dd 8.34 –0.11 .12
5 20.70 –0.14 .28
12 31.72 +1.99 .15
dd 9.51 +0.11 ...
dd 3.59 +0.18 .10
15 21.94 –0.60.0207
11 111.30 +2.761.7998
32 71.70 –0.65 .12
dd 15.82 –2.24 ...
10 108.20 +0.65 .46
dd 1.86 –0.11 ...
dd 15.58 –0.85.0452
28 96.26 +0.34 .39
dd 9.83 –0.37 ...
dd 14.30 +0.71 .30
10 8.48 +0.01 .06
7 46.87 +0.82 .30
dd 13.50 –3.47 ...
14 173.72 –3.98 .60
dd 4.12 –0.12 ...
41 100.15 –0.32 .67
O
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July 1, 2024
PQ
31.76 22.61 PACS Group
PACS ...
62.88 39.18 PBF Energy
PBF 2.1
18.95 14.71 PG&E
PCG .2
46.08 23.46 PHINIA
PHIN 2.5
3.89 2.92 PHX Minerals
PHX 3.7
109.53 67.06 PJT Partners
PJT .9
30.39 19.02 PLDT
PHI 4.9
162.24 109.40 PNC Finl
PNC 4.0
45.94 34.63 PNM Resources PNM 4.2
133.09 64.99 POSCO
PKX 2.4
152.89 120.33 PPG Ind
PPG 2.1
29.89 22.20 PPL
PPL 3.7
44.81 26.39 ProgHoldings
PRG 1.4
40.99 26.31 PROS
PRO ...
PSQH ...
35.57 2.86 PSQ
13.41 7.08 P10
PX 1.6
141.15 69.27 PVH
PVH .1
191.39 127.70 PackagingCpAm PKG 2.7
26.70 17.92 PagerDuty
PD
...
14.98 6.93 PagSeguroDig PAGS ...
PLTR ...
27.50 13.68 PalantirTech
52.17 32.91 PampaEnergia PAM ...
22.75 12.16 PanAmerSilver PAAS 2.0
PARR ...
40.70 23.78 ParPacific
50.00 28.21 ParTechnology PAR ...
18.50 5.55 Paragon28
FNA ...
5.92 4.06 ParamountGroup PGRE 3.0
16.96 13.03 ParkAerospace PKE 3.7
18.05 11.05 ParkHotels
PK 5.3
570.15 362.49 ParkerHannifin PH 1.3
85.44 46.85 Parsons
PSN ...
374.04 139.69 PaycomSoftware PAYC 1.0
... 29.50 –0.05 ...
3 46.02 +2.26 .25
16 17.46 –0.20 .01
17 39.36 –0.44 .25
28 3.26 +0.13 .03
29 107.91 +1.61 .25
11 24.56 +1.16.8233
13 155.48 +2.28 1.55
41 36.96 +0.70.3875
19 65.74 –0.76.4726
21 125.89 –2.70 .65
27 27.65 –0.31.2575
14 34.68 –0.62 .12
dd 28.65 +0.07 ...
dd 3.77 +0.77 ...
dd 8.48 +0.24 .035
9 105.87 –8.56.0375
23 182.56 –0.77 1.25
dd 22.93 +1.53 ...
11 11.69 +0.55 ...
cc 25.33 +1.49 ...
6 44.26 +0.29 ...
dd 19.88 –0.44 .10
3 25.25 +1.43 ...
dd 47.09 +4.45 ...
dd 6.84 +1.10 ...
dd 4.63 +0.14 .035
37 13.68 +0.20 .125
34 14.98 +0.16 .25
24 505.81 +1.65 1.63
cc 81.81 +3.72 ...
17 143.04 –4.36 .375
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
25.21 9.60 Paymentus
PAY ...
19.83 9.25 Paysafe
PSFE ...
27.24 20.66 PeabodyEnergy BTU 1.4
28.96 10.08 PeakstoneRealty PKST 8.5
13.18 10.27 Pearson
PSO 2.3
16.65 11.39 PebblebrookHotel PEB .3
15.02 6.70 PediatrixMedical MD
...
37.67 28.15 PembinaPipeline PBA 5.4
7.77 5.85 PennantPark
PNNT12.7
94.90 62.15 PennyMacFin
PFSI .8
15.89 10.52 PennyMacMtg PMT 11.6
180.84 137.95 PenskeAuto
PAG 2.2
85.84 57.18 Pentair
PNR 1.2
348.67 170.59 Penumbra
PEN ...
11.89 10.70 PerceptionCapIV RCFA ...
5.05 1.76 Perfect
PERF ...
78.54 52.92 PerformanceFood PFGC ...
8.18 2.79 PerimeterSolns PRM ...
25.60 10.51 PermianBasin
PBT 6.0
18.28 10.31 PermianRscs
PR 1.5
3.16 1.03 PermianvilleRT PVL 16.0
6.99 3.58 PermRock
PRT 10.9
40.28 24.82 Perrigo
PRGO 4.3
17.91 13.02 PetroleoBrasil PBR 16.6
17.32 11.61 PetroleoBrasilA PBR.A17.6
37.80 25.20 Pfizer
PFE 6.0
104.90 87.23 PhilipMorris
PM 5.1
174.08 94.27 Phillips66
PSX 3.3
3.30 1.10 PhoenixNewMedia FENG ...
34.98 12.05 Phreesia
PHR ...
8.05 4.91 PiedmontOfficeA PDM 6.9
86.03 65.20 PinnacleWest
PNW 4.6
16.00 2.51 Pinstripes
PNST ...
45.19 23.59 Pinterest
PINS ...
231.50 124.46 PiperSandler
PIPR 1.0
5.78 2.80 PitneyBowes
PBI 3.9
75.86 44.13 PlanetFitness
PLNT ...
3.77 1.67 PlanetLabs
PL
...
11.75 5.10 PlayAGS
AGS ...
25.55 19.21 PlymouthIndREIT PLYM 4.5
138.49 75.54 Polaris
PII 3.4
49.72 38.01 PortlandGenElec POR 4.6
108.17 78.85 PostHoldings
POST ...
15.70 12.98 PostalRealty
PSTL 7.2
25.16 16.15 PowerSchool
PWSC ...
77.21 46.29 PrecisionDrilling PDS ...
75.31 56.34 PrestigeCnsHlth PBH ...
256.56 184.76 Primerica
PRI 1.3
25.61 12.27 PrimoWater
PRMW 1.6
56.62 28.89 PrimorisSvcs
PRIM .5
19.38 11.76 ProAssurance
PRA ...
83.35 48.11 ProcoreTech
PCOR ...
169.41 141.45 Procter&Gamble PG 2.4
217.77 111.41 Progressive
PGR .2
137.52 96.64 Prologis
PLD 3.4
5.28 3.15 PropertyGuru
PGRU ...
11.37 6.99 ProPetro
PUMP ...
68.88 49.60 ProsperityBcshs PB 3.7
41.87 23.01 ProtoLabs
PRLB ...
19.62 13.07 ProvidentFinSvcs PFS 6.7
121.40 87.57 PrudentialFinl PRU 4.4
28.59 17.12 Prudential
PUK ...
75.82 53.71 PublicServiceEnt PEG 3.3
312.25 233.18 PublicStorage
PSA 4.2
122.72 68.80 PulteGroup
PHM .7
70.41 31.00 PureStorage
PSTG ...
11.54 0.04 PyrophyteAcqn PHYT ...
64.17 28.91 Q2
QTWO ...
49.18 35.81 Qiagen
QGEN .0
6.75 3.74 QuadGraphics
QUAD 3.7
221.94 138.67 QuakerHoughton KWR 1.1
39.31 24.97 QuanexBldg
NX 1.2
286.87 153.74 QuantaServices PWR .1
13.86 4.67 QuantumScape QS
...
2.60 1.52 Qudian
QD
...
145.62 119.59 QuestDiag
DGX 2.2
Last
Div
Chg. Amt.
83 19.00 +0.29 ...
dd 17.68 +0.13 ...
6 22.12 +0.25 .075
dd 10.60 –0.27 .225
19 12.48 +0.21 .09
dd 13.75 –0.12 .01
dd 7.55 –0.45 ...
16 37.08 +1.14.4973
8 7.55 +0.06 .08
33 94.60 +2.26 .20
9 13.75 +0.07 .40
10 149.02 –2.16 .96
20 76.67 –2.80 .23
76 179.97 +1.41 ...
cc 11.33 –0.03 ...
44 2.02 +0.19 ...
25 66.11 –1.46 ...
dd 7.83 +0.04 ...
18 11.26 +0.51.0727
15 16.15 +0.74 .14
4 1.04 –0.06.0772
9 3.89 +0.14 .04
dd 25.68 –0.10 .276
4 14.49 +0.40.2034
4 13.64 +0.19 .193
dd 27.98 +0.24 .42
20 101.33 +1.41 1.30
11 141.17 +3.08 1.15
dd 2.71 +0.34 ...
dd 21.20 +0.95 ...
dd 7.25 +0.05 .125
17 76.38 +1.77 .88
dd 2.75 –0.50 ...
cc 44.07 +0.45 ...
39 230.17 +19.39 .60
dd 5.08 +0.43 .05
42 73.59 +0.86 ...
dd 1.86 –0.12 ...
88 11.50 –0.03 ...
50 21.38 +0.26 .24
11 78.31 –0.43 .66
17 43.24 +0.55 .50
21 104.16 +0.17 ...
cc 13.33 +0.17 .24
dd 22.39 +0.03 ...
6 70.34 +3.77 ...
17 68.85 –0.55 ...
14 236.58 +0.70 .75
38 21.86 –0.29 .09
19 49.89 –3.70 .06
dd 12.22 –0.31 ...
dd 66.31 +1.90 ...
27 164.92 –3.341.0065
21 207.71 –1.48 .10
34 112.31 +2.91 .96
dd 4.85 –0.27 ...
13 8.67 +0.24 ...
14 61.14 +2.35 .56
40 30.89 +0.82 ...
9 14.35 +0.86 .24
20 117.19 –0.54 1.30
15 18.32 +0.31 ...
20 73.70 +0.69 .60
26 287.65 –3.403.00
9 110.10 –1.47 .20
cc 64.21 –0.27 ...
83 11.44 –0.01 ...
dd 60.33 +3.17 ...
27 41.09 –0.77 1.28
dd 5.45 +0.09 .05
26 169.70 +2.05 .455
11 27.65 –1.05 .08
49 254.09 –19.91 .09
dd 4.92
... ...
dd 1.98 +0.11 ...
18 136.88 –2.08 .75
R
299.25 203.65 RBC Bearings
RBC ...
81.74 55.54 RB Global
RBA 1.4
46.30 31.38 RELX
RELX 1.6
20.48 6.94 RE/MAX
RMAX11.4
28.59 12.51 REV
REVG .8
406.38 207.26 RH
RH
...
149.20 125.77 RLI
RLI
.8
12.39 9.07 RLJ Lodging
RLJ 4.2
2.40 1.39 RLX Tech
RLX .4
9.41 5.97 RPC
RES 2.6
120.74 85.81 RPM
RPM 1.7
108.65 68.56 RTX
RTX 2.5
26.22 16.94 RXO
RXO ...
33.69 24.34 RadianGroup
RDN 3.2
2.52 1.41 Rafael
RFL ...
192.03 108.60 RalphLauren
RL 1.9
39.33 27.60 RangeResources RRC 1.0
14.64 9.27 RangerEnergySvcs RNGR 1.9
8.29 2.63 Ranpak
PACK ...
131.19 91.67 RaymondJames RJF 1.5
6.20 2.66 RayonierAdvMatls RYAM ...
35.29 24.84 Rayonier
RYN 3.9
11.97 7.93 ReadyCapital
RC 14.7
42 269.78 –5.02 ...
46 76.36 –1.24 .27
39 45.88 +0.28.2195
dd 8.10 –0.12 .23
6 24.89 –1.01 .05
68 244.44 +28.47 ...
19 140.69 –0.61 .29
34 9.63 +0.03 .10
24 1.84 –0.01.008
9 6.25 +0.12 .04
25 107.68 –3.71 .46
39 100.39 –5.22 .63
dd 26.15 +5.94 ...
8 31.10 +0.14 .245
dd 1.44 +0.01 ...
18 175.06 –7.55 .825
17 33.53 +0.06 .08
16 10.52 +0.28 .05
dd 6.43 +0.25 ...
15 123.61 +2.92 .45
dd 5.44 –0.15 ...
26 29.09 –1.03 .285
5 8.18 –0.29 .30
–52-Week–
High
Low
Name
Tick
Sym Yld P/E
64.18 45.04 RealtyIncome
O
6.0
RDDT ...
74.90 37.35 Reddit
7.36 2.35 Redwire
RDW ...
8.30 5.46 RedwoodTrust RWT 9.9
183.85 97.18 RegalRexnord
RRX 1.0
34.60 20.50 RegionalMgmt RM 4.2
21.08 13.72 RegionsFinl
RF 4.8
213.21 135.07 ReinsGrp
RGA 1.7
342.20 237.14 Reliance
RS 1.5
239.42 174.22 RenaissanceRe RNR .7
RNST 2.9
34.85 22.99 Renasant
41.55 23.39 RentokilInit
RTO 1.6
17.96 8.27 ReposiTrak
TRAK .4
196.76 140.23 RepublicSvcs
RSG 1.1
23.21 14.20 ResideoTech
REZI ...
229.97 132.24 ResMed
RMD 1.0
83.29 61.77 RestaurantBrands QSR 3.3
RVLV ...
23.19 12.25 Revolve
131.96 79.50 Revvity
RVTY .3
60.79 33.85 RexAmerRscs
REX ...
58.02 41.56 RexfordIndlRealty REXR 3.7
11.43 10.69 RigelResourceA RRAC ...
43.28 25.08 RingCentral
RNG ...
75.09 58.27 RioTinto
RIO 6.6
RSKD ...
6.55 3.48 Riskified
RITM 9.2
11.60 8.87 RithmCapital
88.39 61.07 RobertHalf
RHI 3.3
RBLX ...
47.20 24.88 Roblox
15.81 7.17 RocketCos.
RKT ...
348.52 249.00 Rockwell
ROK 1.8
48.19 36.54 RogersComm B RCI 4.0
173.16 105.48 Rogers
ROG ...
50.09 32.19 Rollins
ROL 1.2
109.51 77.90 RoyalBkCanada RY 3.9
162.50 78.35 RoyalCaribbean RCL ...
RBRK ...
40.00 28.34 Rubrik
9.82 2.90 RushStreetInt RSI
...
61.29 41.49 RyanSpecialty RYAN .8
128.85 82.46 RyderSystem
R
2.3
44.70 19.02 RyersonHolding RYI 3.8
122.91 79.86 RymanHospitality RHP 4.3
Last
Div
Chg. Amt.
49 52.82 –0.33 .263
dd 63.89 +6.59 ...
dd 7.17 +1.34 ...
97 6.49 +0.16 .16
dd 135.22 –5.90 .35
12 28.74 +1.29 .30
11 20.04 +1.11 .24
16 205.27 –1.94 .85
13 285.60 +3.70 1.10
5 223.51 –0.76 .39
13 30.54 +1.90 .22
32 29.65 +0.38.3784
55 15.29 +0.34.0165
34 194.34 +2.49 .535
15 19.56 –0.07 ...
29 191.42 –14.41 .48
18 70.37 +1.13 .58
47 15.91 +0.47 ...
74 104.86 –3.12 .07
12 45.59 +1.52 ...
41 44.59 +0.07.4175
83 11.33 +0.03 ...
dd 28.20 +0.23 ...
11 65.93 –0.47 2.58
dd 6.39 +0.06 ...
7 10.91 –0.14 .25
19 63.98 –1.07 .53
dd 37.21 +1.05 ...
cc 13.70 –0.41 ...
27 275.28 +16.76 1.25
45 36.98 –0.71.3658
33 120.61 –0.70 ...
54 48.79 –0.56 .15
13 106.38 +2.751.0358
21 159.43 +8.31 ...
dd 30.66 +2.01 ...
dd 9.59 +0.15 ...
cc 57.91 –1.69 .11
16 123.88 +2.88 .71
8 19.50 –0.15.1875
21 99.86 +0.24 1.10
S
204.33 126.75 SAP
SAP .9
461.16 340.49 S&P Global
SPGI .8
11.67 10.44 SDCLEDGEAcqn SEDA ...
SMHI ...
15.24 9.83 SeacorMarine
3.21 1.15 SES AI
SES ...
14.62 9.19 SFL
SFL 7.8
14.88 10.88 SITE Centers
SITC 3.6
73.14 51.17 SJW Group
SJW 3.0
22.71 18.52 SK Telecom
SKM 5.6
58.54 28.04 SLGreenRealty SLG 5.3
53.26 29.51 SM Energy
SM 1.7
9.50 0.75 SOS
SOS ...
146.50 76.61 SPX Tech
SPXC ...
STAG 4.1
39.61 31.69 STAG Indl
72.50 55.60 SabineRoyalty SBR 8.9
15.80 10.11 SableOffshoreA SOC ...
6.33 2.97 SafeBulkers
SB 3.4
SAFE 3.7
26.33 15.00 Safehold
318.71 193.68 Salesforce
CRM .6
13.91 7.21 SallyBeauty
SBH ...
42.28 21.48 Samsara
IOT
...
8.21 3.59 SanJuanBasin SJT 8.4
17.19 11.51 SandRidgeEnergy SD 3.2
6.07 3.96 SandstormGold SAND 1.1
27.95 22.35 SaratogaInvt
SAR 12.8
14.26 6.22 Sasol
SSL 6.6
41.04 33.56 SaulCenters
BFS 6.4
26.88 10.16 SaversValue
SVV ...
62.12 42.61 Schlumberger
SLB 2.3
31.74 20.50 SchneiderNatl SNDR 1.6
SCHW 1.4
79.49 48.66 SchwabC
84.67 40.34 ScorpioTankers STNG 2.0
77.95 43.67 ScottsMiracleGro SMG 4.1
8.23 3.71 ScullyRoyalty
SRL ...
76.60 34.35 Sea
SE
...
16.71 9.31 SeabridgeGold SA
...
SDRL ...
53.58 38.60 Seadrill
47.12 28.50 SealedAir
SEE 2.3
35.79 21.28 SelectMedical SEM 1.4
WTTR 2.1
10.99 6.78 SelectWater
SLQT ...
3.36 1.03 SelectQuote
78.83 63.75 Sempra
SRE 3.3
SEMR ...
16.42 7.36 Semrush
15.25 9.21 SendasDistrib ASAI ...
47.41 30.56 SensataTech
ST 1.3
78.77 52.90 SensientTech
SXT 2.2
30.76 13.87 SentinelOne
S
...
2.97 0.34 SequansComms SQNS ...
9.92 4.37 SeritageGrowth SRG ...
75.97 52.89 ServiceIntl
SCI 1.7
815.32 527.24 ServiceNow
NOW ...
SFBS 1.9
70.84 39.27 ServisFirst
SHAK ...
111.29 52.79 ShakeShack
80.81 25.84 SharkNinja
SN
.0
SHEL 3.7
74.61 58.14 Shell
348.37 232.06 SherwinWilliams SHW 1.0
FOUR ...
92.30 42.91 Shift4Paymts
cc 201.71 +7.552.3852
50 446.00 +6.78 .91
dd 11.14 +0.05 ...
dd 13.49 +0.63 ...
dd 1.25 +0.02 ...
... 13.88 +0.44 .27
14 14.50 +0.16 .13
20 54.22 +1.88 .40
9 20.93 +0.06.3482
dd 56.64 +1.45 .25
7 43.23 –4.90 .18
dd
.84 +0.04 ...
43 142.14 –2.17 ...
36 36.06 +0.60.1233
11 64.69 +1.77.5376
dd 15.07 +0.63 ...
9 5.82 +0.03 .05
dd 19.29 +0.34 .177
46 257.10 +12.04 .40
7 10.73 +0.45 ...
dd 33.70 +4.38 ...
10 4.06 +0.28.0229
10 12.93 +0.06 .11
76 5.44 +0.03.0146
32 22.70 –0.11 .74
33 7.61 –0.03.5248
21 36.77 +0.51 .59
30 12.24 +0.30 ...
16 47.18 +1.52 .275
27 24.16 +1.40 .095
31 73.69 +0.35 .25
8 81.29 –0.81 .40
dd 65.06 –1.98 .66
cc 7.12 +0.82 ...
cc 71.42 –4.00 ...
dd 13.69 –0.76 ...
13 51.50 +3.02 ...
14 34.79 –1.19 .20
17 35.06 +1.07 .125
17 10.70 +0.50 .06
dd 2.76 –0.02 ...
17 76.06 +0.79 .62
cc 13.39 +0.31 ...
18 9.30 –0.65 ...
dd 37.39 –0.62 .12
35 74.19 –0.29 .41
dd 21.05 +2.72 ...
...
.50 +0.01 ...
dd 4.67 +0.03 ...
20 71.13 –2.15 .30
84 786.67 +37.34 ...
17 63.19 +4.45 .30
cc 90.00 +0.99 ...
56 75.15 –3.94 1.08
13 72.18 +2.24 .688
32 298.43 –2.83 .715
49 73.35 +2.21 ...
–52-Week–
High
Low
Name
B A R R ON S .C OM / D ATA
Tick
Sym Yld P/E
38.65 24.99 ShinhanFin
SHG 3.5
91.57 45.50 Shopify
SHOP ...
58.42 33.80 Shutterstock
SSTK 3.1
7.78 3.85 Sibanye-Stillwater SBSW 4.1
112.06 64.21 SignetJewelers SIG 1.3
26.05
... SilaRealty
SILA 7.6
49.72 38.11 SilganHoldings SLGN 1.8
43.95 25.19 SilverBowRscs SBOW ...
11.32 10.10 SilverBoxIIIA
SBXC ...
9.76 4.58 Similarweb
SMWB ...
157.82 102.11 SimonProperty SPG 5.3
218.38 123.93 SimpsonMfg
SSD .7
13.50 8.47 SiriusPoint
SPNT ...
188.01 116.81 SiteOneLandscape SITE ...
27.61 19.95 SitioRoyalties STR 7.7
34.06 18.29 SixFlags
SIX
...
75.09 45.58 SkechersUSA
SKX ...
5.74 3.05 SkeenaRscs
SKE ...
30.60 5.09 Skillsoft
SKIL ...
13.50 3.96 Skillz
SKLZ ...
86.71 52.12 SkylineChamp SKY ...
25.98 19.00 SmartFinancial SMBK 1.4
4.12 2.20 SmartRent
SMRT ...
49.42 35.52 Smartsheet
SMAR ...
89.96 64.14 SmithAO
AOS 1.6
32.28 21.53 Smith&Nephew SNN 2.9
32.82 21.98 SmithDouglas SDHC ...
153.94 105.69 Smucker
SJM 3.9
17.90 8.28 Snap
SNAP ...
298.49 249.84 Snap-On
SNA 2.8
237.72 122.60 Snowflake
SNOW ...
81.50 38.50 SOQUIMICH
SQM 3.3
8.48 4.35 SohoHouse
SHCO ...
11.33 6.59 SolarisOilfield SOI 5.6
13.43 8.83 SolarWinds
SWI ...
6.67 1.74 SoloBrands
DTC ...
96.05 50.49 Solventum
SOLV ...
64.68 41.19 SonicAutomotive SAH 2.2
34.26 6.89 SonidaSrLiving SNDA ...
61.73 49.98 SonocoProducts SON 4.1
100.88 75.11 Sony
SONY .5
87.77 63.36 SouthState
SSB 2.7
80.84 61.56 Southern
SO 3.7
129.79 67.64 SoCopper
SCCO 3.5
39.53 21.91 SouthwestAir
LUV 2.5
78.47 56.17 SouthwestGas SWX 3.5
7.80 5.60 SouthwesternEner SWN ...
96.74 65.27 SpectrumBrands SPB 2.0
51.83 27.02 SphereEnt
SPHR ...
19.40 3.27 SpireGlobal
SPIR ...
66.48 53.77 Spire
SR 5.0
36.34 14.65 SpiritAeroSys
SPR ...
19.69 3.18 SpiritAirlines
SAVE .0
331.08 129.23 Spotify
SPOT ...
17.14 8.33 Sprinklr
CXM ...
47.30 28.04 Sprott
SII 2.4
8.40 2.94 SprucePower
SPRU ...
44.29 26.70 Squarespace
SQSP ...
65.99 45.93 St.Joe
JOE .9
41.71 27.14 StandardMotor SMP 4.2
184.18 130.04 StandexIntl
SXI
.7
104.21 76.26 StanleyBlackDck SWK 4.1
87.53 59.55 Stantec
STN .7
22.29 17.07 StarwoodProp STWD10.1
79.90 62.78 StateStreet
STT 3.7
48.00 33.12 SteelPartners
SPLP ...
14.54 7.38 Steelcase
SCS 3.1
29.51 17.19 Stellantis
STLA 8.3
29.04 20.32 StellarBancorp STEL 2.3
7.79 1.07 Stem
STEM ...
96.97 63.60 Stepan
SCL 1.8
254.00 195.47 Steris
STE .9
36.30 16.56 Stevanato
STVN .3
66.66 38.40 StewartInfo
STC 3.1
84.25 54.81 StifelFinancial SF 2.0
55.85 37.21 STMicroelec
STM .8
24.51 14.63 Stoneridge
SRI
...
73.33 35.61 Stride
LRN ...
361.41 249.98 Stryker
SYK .9
9.11 4.22 StudioCity
MSC ...
56.20 40.67 SturmRuger
RGR 2.2
22.33 14.42 SuburbanPropane SPH 6.8
13.42 8.55 SumitomoMits SMFG 2.2
6.98 5.31 SummitHotelProp INN 5.3
44.89 29.98 SummitMaterials SUM ...
36.78 13.00 SummitMidstream SMLP ...
141.52 102.74 SunComms
SUI 3.1
55.46 44.57 SunLifeFinancial SLF 4.7
11.48 7.67 SunCokeEnergy SXC 4.1
41.50 28.26 SuncorEnergy
SU 4.2
12.55 3.50 SunlandsTech
STG ...
24.56 3.37 SunnovaEnergy NOVA ...
64.89 43.11 Sunoco
SUN 6.2
11.59 8.61 SunstoneHotel SHO 2.9
3.98 2.63 SuperGroup
SGHC .0
4.57 2.49 SuperiorIndsIntl SUP ...
5.00 0.22 SurfAirMobility SRFM ...
12.98 8.78 Suzano
SUZ 1.7
36.72 8.64 Sweetgreen
SG
...
72.48 37.59 Sylvamo
SLVM 2.6
47.24 27.30 SynchronyFinl SYF 2.1
Last
Div
Chg. Amt.
6 34.81 +0.88.3021
dd 66.05 +1.02 ...
15 38.70 +0.69 .30
dd 4.35 –0.40.1102
7 89.58 –0.07 .29
56 21.17 +0.02.1333
15 42.33 –1.93 .19
5 37.83 +0.38 ...
41 10.60 +0.01 ...
dd 7.77 +0.30 ...
19 151.80 +5.642.00
21 168.53 –3.10 .28
7 12.20 –0.53 ...
35 121.41 –9.46 ...
dd 23.61 +1.18 .41
cc 33.14 +1.68 ...
18 69.12 –3.50 ...
dd 5.37 +0.84 ...
dd 13.83 +3.51 ...
dd 7.18 –0.03 ...
27 67.75 –3.63 ...
15 23.67 +1.68 .08
dd 2.39 +0.04 ...
dd 44.08 +1.39 ...
21 81.78 –2.36 .32
41 24.78 –0.54 .462
... 23.38 +0.58 ...
15 109.04 +0.34 1.06
dd 16.61 +1.10 ...
14 261.39 –5.36 1.86
dd 135.09 +7.29 ...
30 40.75 –0.02.5035
dd 5.31 +0.26 ...
13 8.58 +0.40 .12
cc 12.05 +0.29 ...
dd 2.28 +0.12 ...
... 52.88 +0.53 ...
11 54.47 –0.27 .30
dd 27.50 +0.82 ...
13 50.72 –4.88 .52
16 84.95 +4.42.0573
12 76.42 +3.59 .52
20 77.57 –0.89 .72
36 107.74 –1.38 .80
46 28.61 +0.25 .18
26 70.38 –3.16 .62
dd 6.73 +0.06 ...
2 85.93 –3.39 .42
3 35.06 +1.78 ...
dd 10.84 +0.96 ...
15 60.73 +2.13 .755
dd 32.87 –0.69 ...
dd 3.66 –0.22 .10
dd 313.79 –3.95 ...
46 9.62 +0.89 ...
24 41.39 –1.26 .25
dd 3.65 +0.47 ...
dd 43.63 –0.09 ...
39 54.70 +1.42 .12
10 27.73 –1.01 .29
26 161.15 –0.20 .30
dd 79.89 –4.45 .81
36 83.55 +1.70.1548
14 18.94 –0.40 .48
14 74.00 +1.76 .69
6 37.23 +0.17 ...
17 12.96 –0.33 .10
3 19.85 –0.651.6517
10 22.96 +1.45 .13
dd 1.11 –0.02 ...
51 83.96 +1.20 .375
58 219.54 +1.42 .52
33 18.34 +0.55.0573
41 62.08 +0.61 .475
19 84.15 +3.89 .42
10 39.28 –1.51 .09
dd 15.96 +0.33 ...
17 70.50 +0.82 ...
39 340.25 –2.39 .80
dd 5.85 –1.13 ...
18 41.65 +0.83 .16
11 18.99 +0.47 .325
13 13.41 +0.88 .182
dd 5.99 +0.15 .08
16 36.61 +0.91 ...
5 35.56 –0.34 ...
cc 120.34 +2.82 .94
13 48.99 +0.52.5771
14 9.80 +0.21 .10
9 38.10 +1.42.3843
1 7.85 +0.48 ...
dd 5.58 –0.46 ...
13 56.54 +0.41.8756
12 10.46 +0.33 .09
... 3.23 +0.02 .10
dd 3.25 +0.09 ...
dd
.38 –0.04 ...
7 10.27 +1.26.3429
dd 30.14 +1.03 ...
15 68.60 +2.05 .45
7 47.19 +2.72 .25
–52-Week–
High
Low
Name
40.92 24.40 SynovusFinl
82.89 62.24 Sysco
4.67 1.04 System1
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
SNV 3.8 14 40.19 +2.83 .38
SYY 2.9 17 71.39 –1.96 .51
SST ... dd 1.52 +0.01 ...
T
15.52 5.67 TAL Education TAL ...
41.03 32.52 TC Energy
TRP ...
133.85 89.73 TD Synnex
SNX 1.4
153.54 115.00 TE Connectivity TEL 1.7
17.37 12.35 Tegna
TGNA 3.6
19.66 15.10 Telus
TU 7.2
15.40 5.53 TelusIntl
TIXT ...
45.58 35.22 Ternium
TX 5.9
162.13 104.91 TFI Intl
TFII 1.1
19.14 14.04 TIM
TIMB 6.9
111.79 82.25 TJX
TJX 1.4
118.04 72.33 TKO
TKO .4
8.96 4.64 TPG RE Fin
TRTX 11.1
23.56 17.20 TXO Partners
TXO 12.9
184.86 84.02 TaiwanSemi
TSM 1.0
16.39 12.58 TakedaPharm
TAK 4.2
17.59 10.11 TalosEnergy
TALO ...
29.98 21.42 Tanger
SKT 4.1
48.80 25.99 Tapestry
TPR 3.3
130.53 74.95 TargaResources TRGP 2.3
181.86 102.93 Target
TGT 3.0
62.64 37.23 TaylorMorrison TMHC ...
11.25 5.05 Team
TISI ...
27.30 16.04 TechnipFMC
FTI
.8
55.13 34.38 TeckResourcesB TECK .8
59.76 28.21 Tecnoglass
TGLS .9
9.95 5.70 Teekay
TK
...
74.20 36.54 TeekayTankers TNK 1.5
18.98 14.80 TejonRanch
TRC ...
30.41 9.59 TeladocHealth TDOC ...
9.97 4.50 TelecomArgentina TEO ...
448.19 355.41 TeledyneTech
TDY ...
262.97 177.63 Teleflex
TFX .6
11.43 8.10 TelefonicaBras VIV 4.6
4.80 3.72 Telefonica
TEF 5.7
26.85 16.62 TelekmIndonesia TLK 9.0
23.35 7.00 Telephone&Data TDS .8
57.13 36.12 TempurSealy
TPX 1.1
40.73 28.74 Tenaris
TS
.0
15.77 5.70 TencentMusic TME .9
142.35 51.04 TenetHealthcare THC ...
124.11 72.81 Tennant
TNC 1.1
57.73 31.48 Teradata
TDC ...
65.89 43.70 Terex
TEX 1.2
1.84 0.62 TerranOrbital
LLAP ...
66.63 50.42 TerrenoRealty TRNO 3.0
6.77 3.12 TetraTech
TTI
...
17.69 7.42 TevaPharm
TEVA ...
799.46 429.56 TexasPacLand TPL .6
97.34 66.43 Textron
TXT .1
603.82 415.60 ThermoFisher
TMO .3
35.93 23.76 Thermon
THR ...
176.03 117.46 ThomsonReuters TRI 1.3
129.31 84.55 ThorIndustries THO 2.1
11.09 2.97 3D Systems
DDD ...
106.04 71.35 3M
MMM 2.7
111.42 50.82 Tidewater
TDW ...
9.50 4.85 Tilly's
TLYS ...
95.08 65.71 Timken
TKR 1.7
15.33 6.71 TItanIntl
TWI ...
27.90 13.77 Toast
TOST ...
135.37 68.08 TollBros
TOL .8
34.93 28.13 TootsieRoll
TR
1.1
452.87 217.08 TopBuild
BLD ...
20.75 9.84 TopgolfCallaway MODG ...
106.68 77.15 Toro
TTC 1.5
66.15 53.52 TorontoDomBk TD 5.4
7.80 1.21 Torrid
CURV ...
11.43 10.35 TortoiseEcoIII A TRTL ...
74.97 54.94 TotalEnergies
TTE ...
13.57 8.00 TownsquareMedia TSQ 7.2
255.23 157.50 ToyotaMotor
TM 2.1
6.70 1.97 Traeger
COOK ...
345.46 184.02 TraneTech
TT 1.0
10.40 5.94 Transalta
TAC 2.3
43.40 27.04 TrancntlRlty
TCI
...
1369.58 802.46 TransDigm
TDG .0
8.88 4.45 Transocean
RIG
...
20.59 9.50 TransportadGas TGS ...
82.75 42.09 TransUnion
TRU .6
49.02 32.10 Travel+Leisure TNL 4.4
232.75 157.33 Travelers
TRV 2.1
7.17 3.98 Tredegar
TG
...
53.00 33.28 TreeHouseFoods THS ...
101.91 53.59 Trex
TREX ...
40.98 24.18 TriPointe
TPH ...
134.67 90.55 TriNet
TNET 1.0
32.00 20.04 TrinityIndustries TRN 3.7
18.63 2.30 Trinseo
TSE 1.7
18.08 11.75 TripleFlagPrecMtl TFPM 1.3
12.70 7.91 TriplePtVent
TPVG19.9
11.19 10.46 TristarAcqnI
TRIS ...
17.27 7.00 TriumphGroup TGI
...
20.70 10.08 Tronox
TROX 3.2
19.06 9.95 TrueBlue
TBI
...
40.51 26.57 TruistFinl
TFC 5.4
... 10.67 +0.45 ...
20 37.90 –0.59 ...
16 115.40 –14.57 .40
14 150.43 –1.57 .65
5 13.94 +0.53 .125
40 15.14 –0.62.2836
28 5.78 –0.15 ...
11 37.55 +0.82 2.20
26 145.16 +8.32 .40
12 14.32 –0.24.1154
27 110.10 –0.91 .375
dd 107.99 +1.10 3.86
dd 8.64 +0.10 .24
dd 20.16 –1.66 .65
33 173.81 –0.15.4865
40 12.94 +0.34.3005
cc 12.15 +0.93 ...
30 27.11 +0.56 .275
11 42.79 +1.15 .35
26 128.78 +3.68 .75
17 148.04 +1.91 1.12
8 55.44 +0.13 ...
dd 8.88 +0.28 ...
55 26.15 +1.17 .05
21 47.90 +0.64.0928
14 50.18 +7.51 .11
5 8.97 +0.07 ...
5 68.81 –0.852.00
cc 17.06 +0.46 ...
dd 9.78 +0.07 ...
22 7.23 +0.34 ...
21 387.98 –0.62 ...
34 210.33 +6.93 .34
13 8.21
....0373
dd 4.21 –0.10.1628
12 18.70 +1.101.1116
dd 20.73 +1.80 .04
23 47.34 –1.25 .13
5 30.52 –0.02 .80
30 14.05 +0.04 .137
5 133.03 –1.22 ...
16 98.44 –0.13 .28
84 34.56 +0.19 ...
7 54.84 +1.34 .17
dd
.82 +0.08 ...
31 59.18 +1.22 .45
22 3.46 +0.31 ...
dd 16.25 –0.71 ...
39 734.27 –20.5410.00
18 85.86 –0.88 .02
35 553.00 –11.60 .39
20 30.76 +1.91 ...
32 168.57 +3.35 .54
19 93.45 +2.56 .48
dd 3.07 –0.45 ...
dd 102.19 –0.20 1.51
38 95.21 +0.90 ...
dd 6.03 +1.03 ...
15 80.13 –1.73 .34
8 7.41 +0.20 ...
dd 25.77 +0.23 ...
8 115.18 –1.94 .23
23 30.57 +2.44 .09
19 385.27 –3.11 ...
43 15.30 +0.07 ...
37 93.51 –2.01 .36
12 54.96 +0.94 .746
66 7.49 +0.50 ...
44 10.92 +0.01 ...
7 66.68 +0.92 ...
dd 10.96 +1.01.1975
8 204.97 +11.392.8605
dd 2.40 –0.10 ...
35 328.93 –5.19 .84
5 7.08 +0.06.0438
48 27.73 –1.02 ...
51 1277.61 –43.4835.00
dd 5.35 +0.20 ...
35 18.98 +0.54 ...
dd 74.16 +0.39 .105
8 44.98 +0.83 .50
15 203.34 –6.46 1.05
dd 4.79 +0.02 ...
93 36.64 +0.17 ...
32 74.12 –3.89 ...
10 37.25 +0.11 ...
16 100.00 –3.35 .25
20 29.92 –0.74 .28
dd 2.31 –0.18 .01
84 15.50 +0.46.0525
dd 8.03 –0.26 .40
42 11.15 +0.05 ...
dd 15.41 +0.31 ...
dd 15.69 –2.10 .125
dd 10.30 –0.06 ...
dd 38.85 +2.06 .52
July 1, 2024
D ATA
–52-Week–
High
Low
Name
BARRON’S
NYSE
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
TNP 4.1
TUP ...
TKC 2.2
TPB .9
TPC ...
TUYA ...
TWLO ...
TWO13.6
TYL ...
TSN 3.4
6 29.28 +0.90 .60
dd 1.40 +0.17 ...
14 7.58 +0.04.2216
14 32.09 –0.14 .07
dd 21.78 +0.10 ...
dd 1.71 –0.01 ...
dd 56.81 +2.09 ...
8 13.21 –0.01 .45
cc 502.78 +13.64 ...
dd 57.14 +0.84 .49
32.13 19.26 UBS Group
UBS 2.4
44.02 30.95 UDR
UDR 4.1
27.78 20.19 UGI
UGI 6.6
73.03 48.07 U-Haul
UHAL ...
71.52 45.83 U-Haul N
UHAL.B .3
43.85 33.15 UL Solutions
ULS 1.2
16.85 13.26 UMH Prop
UMH 5.4
54.93 41.43 Unitil
UTL 3.3
28.47 19.40 USA Compression USAC 8.8
69.60 41.45 UsanaHealth
USNA ...
60.14 15.64 US Cellular
USM ...
55.98 35.66 US Foods
USFD ...
124.11 78.08 US PhysTherapy USPH 1.9
16.03 10.09 US Silica
SLCA ...
7.79 4.49 UWM
UWMC 5.8
82.14 40.09 Uber
UBER ...
189.33 103.00 Ubiquiti
UI
1.6
27.87 11.07 UiPath
PATH ...
6.35 3.40 UltraparPart
UGP 3.0
9.50 6.18 UnderArmour A UAA ...
8.99 5.86 UnderArmour C UA
...
8.97 5.41 Unifi
UFI
...
187.22 149.58 Unifirst
UNF .8
56.47 46.16 Unilever
UL 3.3
258.66 199.33 UnionPacific
UNP 2.3
8.12 2.60 Unisys
UIS
...
9.00 6.71 UnitedMicro
UMC 4.1
21.28 8.58 UnitedNatFoods UNFI ...
192.98 132.90 UPS B
UPS 4.8
58.44 40.87 UtdParks&Resorts PRKS ...
732.37 387.01 UnitedRentals URI 1.0
45.85 30.47 US Bancorp
USB 4.9
50.20 22.26 US Steel
X
.5
554.70 436.38 UnitedHealth
UNH 1.6
50.08 15.23 UnitySoftware U
...
67.80 44.40 Universal
UVV 6.7
49.49 32.27 UniversalHealth UHT 7.5
194.02 119.90 UniversalHealthB UHS .4
22.38 11.16 UnivInsurance UVE 3.4
17.09 6.45 UnvlTechInst
UTI
...
54.57 41.75 UnumGroup
UNM 2.9
18.79 14.36 UrbanEdgeProp UE 3.7
20.04 11.17 UtzBrands
UTZ 1.4
3 29.54 –0.70 .70
30 41.15 +0.43 .425
dd 22.90 +0.14 .375
20 61.73 –1.31 ...
20 60.02 –0.40 .05
32 42.19 +0.34 .125
dd 15.99 +0.48 .215
17 51.79 +2.33 .425
59 23.73 –0.13 .525
14 45.24 –0.33 ...
81 55.82 +2.85 ...
26 52.98 –0.46 ...
75 92.42 +0.29 .44
10 15.45 +0.21 ...
dd 6.93 –0.04 .10
cc 72.68 +2.47 ...
25 145.66 +2.17 .60
dd 12.68 +0.72 ...
8 3.91 –0.11.0723
13 6.67 –0.32 ...
13 6.53 –0.33 ...
dd 5.89 +0.27 ...
25 171.53 +18.12 .33
20 54.99 –1.12.4556
22 226.26 +0.15 1.30
dd 4.13 +0.02 ...
12 8.76 –0.09.4635
dd 13.10 –0.31 ...
20 136.85 +0.25 1.63
15 54.31 +3.28 ...
18 646.73 +5.95 1.63
13 39.70
... .49
11 37.80 +1.15 .05
31 509.26 +26.67 2.10
dd 16.26 +0.29 ...
10 48.19 +0.38 .81
33 39.14 +0.58 .73
16 184.93 –4.17 .20
7 18.76 +0.45 .16
44 15.73 +1.58 ...
8 51.11 +0.26 .365
8 18.47 +0.40 .17
dd 16.64 –0.75 .021
31.48 17.06 TsakosEnergy
5.91 0.61 Tupperware
8.02 3.52 TurkcellIletism
34.71 19.67 TurningPoint
23.19 6.59 TutorPerini
2.50 1.40 Tuya
78.16 49.86 Twilio
14.59 9.83 TwoHarbors
506.07 361.16 TylerTech
62.04 44.94 TysonFoods
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
U
V
21.17 11.00 VF
VFC 2.7
33.40 26.63 VICI Prop
VICI 5.8
11.28 4.82 Vizio
VZIO ...
10.65 4.59 VOC Energy
VOC 16.7
9.59 4.51 VTEX
VTEX ...
56.75 37.04 V2X
VVX ...
7.51 3.61 VaalcoEnergy
EGY 4.0
254.78 165.14 VailResorts
MTN 4.9
78.92 59.36 Valaris
VAL ...
16.08 10.99 Vale
VALE11.8
3.39 1.91 ValensSemicon VLN ...
184.79 112.16 ValeroEnergy
VLO 2.7
20.38 10.80 Valhi
VHI 1.8
295.30 188.63 ValmontInds
VMI .9
45.37 29.15 Valvoline
VVV ...
13.43 9.28 VectorGroup
VGR 7.6
236.90 162.72 VeevaSystems VEEV ...
87.50 2.71 Velo3D
VLD ...
19.90 10.57 VelocityFinl
VEL ...
51.26 39.33 Ventas
VTR 3.5
102.58 65.51 Veralto
VLTO .4
9.28 6.03 Veren
VRN 3.7
18.98 13.07 VerisResidential VRE 1.6
43.42 30.14 Verizon
VZ 6.5
15.98 9.82 VermilionEnergy VET 2.4
2.09 0.51 VerticalAerospace EVTL ...
109.27 23.51 Vertiv
VRT .0
22.37 8.92 Vestis
VSTS 1.1
39.98 22.88 Viad
VVI
...
62.10 5.41 VicariousSurgical RBOT ...
30.80 13.62 Victoria'sSecret VSCO ...
34.11 25.71 Viking
VIK
...
4.73 1.00 VinceHolding
VNCE ...
20.19 12.96 Vipshop
VIPS 3.1
86.40 8.21 VirginGalactic SPCE ...
10.71 3.50 VirnetX
VHC ...
263.39 168.78 VirtusInvtPtrs VRTS 3.4
290.96 227.68 Visa
V
.8
30.10 20.83 Vishay
VSH 1.8
38.56 27.94 VishayPrecision VPG ...
49.58 23.05 VistaEnergy
VIST ...
37.79 23.33 VistaOutdoor
VSTO ...
107.24 25.88 Vistra
VST 1.0
dd 13.50 –0.81 .09
11 28.64 +0.54 .415
cc 10.80 +0.18 ...
6 4.81 +0.07 .18
... 7.26 +0.51 ...
dd 47.96 –1.76 ...
10 6.27 –0.05.0625
25 180.13 +0.57 2.22
7 74.50 +1.66 ...
6 11.17 –0.08.1541
dd 3.19 +0.09 ...
8 156.76 +6.55 1.07
cc 17.83 –0.44 .08
35 274.45 +0.58 .60
34 43.20 +1.39 ...
9 10.57 –0.54 .20
54 183.01 –1.87 ...
dd 3.32 +0.31 ...
11 17.93 –0.38 ...
dd 51.26 +0.84 .45
30 95.47 –3.40 .09
dd 7.87 +0.32.0854
dd 15.00 +0.52 .06
15 41.24 +1.00 .665
dd 11.01 +0.01.0884
dd
.73 –0.03 ...
83 86.57 –4.05 .025
... 12.23 +0.18 .035
dd 34.00 –0.17 ...
dd 5.87 –1.09 ...
14 17.67 –0.08 ...
... 33.94 +2.41 ...
1 1.38 +0.02 ...
6 13.02 –1.28 .41
dd 8.43 –1.09 ...
dd 6.80 +1.30 ...
14 225.85 +6.64 1.90
30 262.47 –12.75 .52
13 22.30 –0.11 .10
17 30.44 –0.25 ...
13 45.48 +2.82 ...
dd 37.65 +3.52 ...
56 85.98 –0.88.2175
39
NASDAQ ISSUES
–52-Week–
High
Low
Name
62.87 40.00 VitalEnergy
25.68 19.63 VitesseEnergy
45.62 28.85 Vontier
32.21 16.85 VornadoRealty
77.00 63.02 VoyaFinancial
276.58 190.51 VulcanMatls
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
VTLE ...
VTS 8.5
VNT .3
VNO .0
VOYA 2.2
VMC .7
2 44.82 +2.04 ...
30 23.70 +0.51 .525
14 38.20 –1.34 .025
cc 26.29 +0.48 .30
10 71.15 –1.70 .40
36 248.68 +0.87 .46
4.51 1.99 W&T Offshore WTI 1.9
93.37 75.13 WEC Energy
WEC 4.3
244.04 161.95 WEX
WEX ...
24.63 9.65 WKKellogg
KLG 3.9
75.12 39.85 WNS
WNS ...
71.84 50.28 W.P.Carey
WPC 6.3
57.30 41.13 WPP
WPP 5.4
30.07 20.09 WabashNational WNC 1.5
170.83 98.70 Wabtec
WAB .5
113.67 62.51 Walker&Dunlop WD 2.6
5.10 1.21 Wallbox
WBX ...
69.04 49.85 Walmart
WMT 1.2
17.95 9.83 WarbyParker
WRBY ...
73.08 37.28 WarriorMetCoal HCC .5
177.25 126.12 WasteConnections WCN .7
214.54 149.71 WasteMgt
WM 1.4
2.20 0.94 Waterdrop
WDH .0
367.21 231.90 Waters
WAT ...
493.65 337.58 Watsco
WSO 2.3
219.52 167.87 WattsWater
WTS .9
90.71 38.37 Wayfair
W
...
13.80 6.67 WeaveComms WEAV ...
53.39 36.36 WebsterFin
WBS 3.7
71.42 58.87 WeisMarkets
WMK 2.2
62.55 38.39 WellsFargo
WFC 2.4
105.69 77.90 Welltower
WELL 2.3
195.43 122.30 WescoIntl
WCC 1.0
90.17 64.11 WestFraserTimber WFG 1.7
415.73 310.00 WestPharmSvcs WST .2
70.23 35.67 WestAllianceBcp WAL 2.4
39.95 25.69 WesternMidstrm WES 8.8
14.19 10.92 WesternUnion WU 7.7
162.64 112.77 Westlake
WLK 1.4
54.83 27.86 WestRock
WRK 2.4
13.63 8.91 Westwood
WHG 4.9
36.27 27.86 Weyerhaeuser WY 2.8
57.87 38.37 WheatonPrecMtls WPM 1.2
6.08 1.03 WheelsUp
UP
...
160.62 84.18 Whirlpool
WHR 6.8
1899.21 1370.75 WhiteMtnIns
WTM .1
13.49 9.07 WhitestoneREIT WSR 3.7
9.06 2.31 WideOpenWest WOW ...
43.72 28.84 Wiley A
WLY 3.5
43.26 28.35 Wiley B
WLYB 3.4
43.22 32.20 Williams
WMB 4.5
348.51 120.74 Williams-Sonoma WSM 1.6
75.42 51.02 Winnebago
WGO 2.3
6.45 4.48 Wipro
WIT .4
10.27 6.06 WisdomTree
WT 1.2
70.42 20.63 Wolfspeed
WOLF ...
15.09 7.21 WolverineWwide WWW 3.0
25.84 17.37 WoodsideEnergy WDS 7.2
36.17 24.94 WooriFinl
WF 6.6
116.00 69.46 Workiva
WK
...
26.83 17.69 WorldKinect
WKC 2.6
69.96 36.28 WorthingtonEnts WOR 1.4
40.15 21.00 WorthingtonSteel WS 1.9
81.73 65.63 WyndhamHtls WH 2.1
dd 2.14 +0.02 .01
17 78.46 +0.23 .835
29 177.14 +3.31 ...
12 16.46 –0.58 .16
19 52.50 –0.55 ...
21 55.05 –0.07 .87
73 45.78 –1.98.244
5 21.84 +0.85 .08
31 158.05 –2.98 .20
36 98.20 +2.87 .65
dd 1.31
... ...
29 67.71 –0.20.2075
dd 16.06 +0.40 ...
8 62.77 +1.27 .08
57 175.36 +0.75 .285
35 213.34 +4.35 .75
16 1.13 –0.04 .032
28 290.12 –0.15 ...
36 463.24 –8.91 2.70
23 183.37 –2.29 .43
dd 52.73 +0.48 ...
dd 9.02 +0.08 ...
9 43.59 +2.73 .40
17 62.77 –0.42 .34
12 59.39 +1.29 .35
cc 104.25 +1.93 .61
13 158.52 –5.66.4125
dd 76.87 –1.11 .32
43 329.39 –3.37 .20
9 62.82 +3.82 .37
11 39.73 +1.28 .875
7 12.22 –0.12 .235
73 144.82 –3.15 .50
42 50.26 –0.45.3025
8 12.18 +0.19 .15
26 28.39 –0.63 .20
40 52.42 –0.59 .155
dd 1.89 +0.20 ...
14 102.20 +11.77 1.75
8 1817.45 –12.22 1.00
27 13.31 +0.05.0413
dd 5.41 +0.32 ...
dd 40.70 +0.77.3525
dd 40.94 +1.30.3525
18 42.50 +0.44 .475
17 282.37 –20.99 .57
22 54.20 +0.21 .31
24 6.10 +0.22.0107
17 9.91 +0.24 .03
dd 22.76 –0.83 ...
dd 13.52 –0.35 .10
22 18.81 +0.83 .60
5 32.04 +0.991.1918
dd 72.99 –0.08 ...
28 25.80 +0.25 .17
21 47.33 –3.16 .32
... 33.36 +1.67 .16
26 74.00 +0.24 .38
W
XYZ
5.00 3.41 XFinancial
XYF 3.8
130.51 56.81 XPO
XPO ...
15.84 10.90 XeniaHotels
XHR 3.1
4.26 1.92 XinyuanRealEst XIN ...
23.62 6.55 XPeng
XPEV ...
13.62 7.34 Xperi
XPER ...
24.00 7.40 XponentialFit
XPOF ...
146.08 87.59 Xylem
XYL 1.1
54.16 33.88 Yeti
YETI ...
24.77 9.57 YPF
YPF ...
6.44 4.13 Yalla
YALA ...
6.65 1.99 YatsenHolding YSG ...
48.99 35.31 Yelp
YELP ...
11.67 4.29 Yext
YEXT ...
5.80 2.13 YirenDigital
YRD ...
5.50 2.94 Youdao
DAO ...
143.20 115.53 Yum!Brands
YUM 2.0
61.99 30.76 YumChina
YUMC 2.1
32.24 18.33 Zeekr
ZK
...
23.82 6.39 ZimIntShipping ZIM 1.0
21.91 3.19 ZKH
ZKH ...
28.04 15.90 ZTO Express
ZTO 2.9
11.10 10.34 ZalatorisAcqn TCOA ...
2.10 0.59 ZeppHealth
ZEPP ...
18.58 7.24 ZetaGlobal
ZETA ...
4.51 0.67 ZeviaPBC
ZVIA ...
7.50 2.55 Zhihu
ZH
...
147.50 102.00 ZimmerBiomet ZBH .9
19.29 8.27 ZipRecruiter
ZIP
...
201.92 144.80 Zoetis
ZTS 1.0
11.80 7.05 Zuora
ZUO ...
34.58 25.09 ZurnElkayWater ZWS 1.1
1 4.31 +0.02 .30
52 106.15 +0.95 ...
72 14.33 +0.08 .12
dd 2.67 –0.06 ...
dd 7.33 –0.40 ...
dd 8.21 +0.29 ...
cc 15.60 –0.77 ...
48 135.63 –3.04 .36
19 38.15 –2.79 ...
dd 20.12 –0.18 ...
6 4.55 +0.10 ...
dd 2.66 –0.45 ...
24 36.95 +0.90 ...
dd 5.35 +0.35 ...
1 4.53 –0.40 ...
dd 3.92 +0.30 ...
23 132.46 –1.83 .67
15 30.84 –1.41 .16
dd 18.84 –2.32 ...
dd 22.17 +2.52 .23
dd 3.90 +0.15 ...
15 20.75 –0.57 .37
65 11.08
... ...
dd
.60 –0.06 ...
dd 17.65 +2.03 ...
dd
.68 –0.05 ...
dd 2.73 –0.12 ...
23 108.53 +0.67 .24
26 9.09 +0.30 ...
33 173.36 +2.27 .432
dd 9.93 +0.59 ...
42 29.40 –1.09 .08
52-Week
High
Low
Name
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
A
AAON .4
96.34 52.24 AAON
ACAD ...
33.99 14.55 AcadiaPharm
29.88 3.67 ACELYRIN
SLRN ...
39.61 19.56 ACI Worldwide ACIW ...
5.14 2.20 AC Immune
ACIU ...
34.40 11.82 ACM Research ACMR ...
19.62 12.84 ACV Auctions
ACVA ...
11.27 3.06 ADMA Biologics ADMA ...
10.96 4.34 Adtran
ADTN 6.8
AFCG15.7
14.60 10.41 AFC Gamma
10.64 6.81 AGNC Invt
AGNC15.1
17.83 3.94 AlxOncology
ALXO ...
20.97 8.84 AMC Networks AMCX ...
AMSF 3.4
56.54 41.97 Amerisafe
42.48 23.14 A-MarkPrecMet AMRK 2.5
13.10 1.54 ANEWMEDICAL WENA ...
70.81 48.20 ANI Pharm
ANIP ...
364.31 258.01 Ansys
ANSS ...
22.22 1.91 AN2 Therap
ANTX ...
46.15 27.17 APA
APA 3.4
18.75 10.27 ARKRestaurants ARKR 5.7
11.27 2.55 ARS Pharm
SPRY ...
1077.22 564.00 ASML
ASML .5
12.02 10.48 A SPAC II
ASCB ...
0.99 0.01 A SPAC II Rt
ASCBR ...
ASTS ...
12.45 1.97 AST Space
1.65 0.78 ATA Creativity AACG ...
2.85 1.02 ATAI Life
ATAI ...
39.88 18.20 ATN Intl
ATNI 4.2
5.64 1.89 AXT
AXTI ...
8.05 2.71 AbCelleraBio
ABCL ...
17.02 8.00 Abivax
ABVX ...
6.72 1.11 Absci
ABSI ...
5.74 3.43 AcaciaResearch ACTG ...
75.73 42.83 AcademySports ASO .8
87.77 62.04 AcadiaHlthcr
ACHC ...
15.36 3.52 Accolade
ACCD ...
4.30 1.46 Accuray
ARAY ...
1.76 0.74 AchillesTherap ACHL ...
11.12 0.59 AclarisTherap
ACRS ...
13.50 3.19 AcrivonTherap ACRV ...
11.31 1.81 AcumenPharm ABOS ...
4.38 1.10 Adagene
ADAG ...
2.05 0.42 Adaptimmune ADAP ...
8.51 2.28 AdaptiveBiotech ADPT ...
120.53 78.35 AddusHomeCare ADUS ...
13.39 8.11 Adeia
ADEA 1.8
ACET ...
3.77 1.10 AdicetBio
19.30 3.04 AdlaiNortye
ANL ...
638.25 433.97 Adobe
ADBE ...
126.38 81.86 AdvEnergyInds AEIS .4
227.30 93.12 AdvMicroDevices AMD ...
4.95 1.85 AdvantageSolns ADV ...
8.99 2.75 Aemetis
AMTX ...
32.42 1.25 AerovateTherap AVTE ...
224.00 91.00 AeroVironment AVAV ...
AFMD ...
8.95 2.24 Affimed
52.48 12.81 AffirmA
AFRM ...
11.39 0.22 AfricanAgriculture AAGR ...
22.48 13.77 Afya
AFYA ...
105.00 63.78 Agilysys
AGYS ...
49.06 19.80 AgiosPharm
AGIO ...
3.42 2.12 Agora
API
...
10.28 10.05 Agric&NatSolnsA ANSC ...
10.47 10.15 AimeiHlthTech AFJK ...
0.30 0.15 AimeiHlthTechRt AFJKR ...
24.96 11.62 AirTransportSvcs ATSG ...
170.10 113.24 Airbnb
ABNB ...
9.94 3.21 AirSculptTech AIRS ...
14.32 1.34 AirshipAI
AISP ...
129.17 87.59 AkamaiTech
AKAM ...
53.77 11.25 AkeroTherap
AKRO ...
7.68 1.88 Akoya
AKYA ...
77.29 48.61 Alarm.com
ALRM ...
11.85 10.17 AlchemyInv1 A ALCY ...
9.07 3.66 Alector
ALEC ...
10.25 6.35 AlgomaSteel
ASTL 2.9
31.00 23.22 Alico
ALCO .8
413.20 176.34 AlignTech
ALGN ...
9.20 4.46 AlignmentHlthcr ALHC ...
5.65 2.60 AlimeraSciences ALIM ...
29.28 14.93 AlkamiTech
ALKT ...
32.88 20.46 Alkermes
ALKS ...
5.64 0.93 Allakos
ALLK ...
1.83 0.50 Allbirds
BIRD ...
130.93 46.90 AllegiantTravel ALGT 4.8
53.05 23.64 AllegroMicro
ALGM ...
25.53 18.02 AllianceResource ARLP11.4
56.26 45.15 AlliantEnergy
LNT 3.8
40.59 24.15 Allient
ALNT .5
6.05 2.18 AllogeneTherap ALLO ...
3.32 1.19 Allot
ALLT ...
3.79 0.58 AlloVir
ALVR ...
252.87 141.98 AlnylamPharm ALNY ...
37.88 19.38 Alpha&Omega AOSL ...
B A R R ON S .C OM / D ATA
41 87.24 +7.96 .08
dd 16.25 +0.95 ...
dd 4.41 +0.33 ...
30 39.59 +2.45 ...
dd 3.99 –0.06 ...
18 23.06 +0.34 ...
dd 18.25 +0.51 ...
dd 11.18 +0.18 ...
dd 5.26 –0.03 .09
23 12.20 –0.28 .48
11 9.54 –0.22 .12
dd 6.03 –0.53 ...
3 9.66 –1.28 ...
14 43.89 +1.28 .37
10 32.37 –1.07 .20
cc 2.48 +0.14 ...
38 63.68 +5.15 ...
65 321.50 –3.85 ...
dd 2.15 +0.04 ...
3 29.44 +1.35 .25
dd 13.11 –0.89.1875
dd 8.51 +0.34 ...
52 1022.73 –13.871.6144
57 11.20
... ...
...
.07
... ...
dd 11.61 +1.53 ...
dd
.82
... ...
dd 1.33 –0.01 ...
dd 22.80 +0.86 .24
dd 3.38 –0.22 ...
dd 2.96 +0.06 ...
dd 13.22 –0.18 ...
dd 3.08 +0.06 ...
17 5.01 +0.01 ...
8 53.25 –1.99 .11
dd 67.54 –1.08 ...
dd 3.58 –2.56 ...
dd 1.82 –0.06 ...
dd
.82 –0.04 ...
dd 1.10 –0.05 ...
dd 5.80 –0.81 ...
dd 2.42 +0.11 ...
dd 3.06 –0.02 ...
dd
.97 +0.08 ...
dd 3.62 +0.38 ...
29 116.11 –2.34 ...
32 11.19 +0.12 .05
dd 1.21 –0.16 ...
... 3.26 –0.39 ...
50 555.54 +22.10 ...
40 108.76 –0.56 .10
cc 162.21 +0.98 ...
dd 3.22 +0.32 ...
dd 3.01 –0.01 ...
dd 1.66 +0.10 ...
82 182.16 –7.32 ...
dd 5.45 –0.42 ...
dd 30.21 +0.34 ...
dd
.27 +0.01 ...
17 17.65 +1.01 ...
33 104.14 +5.70 ...
dd 43.12 –2.10 ...
dd 2.12 –0.17 ...
81 10.24 +0.01 ...
cc 10.35
... ...
...
.21 –0.04 ...
22 13.87 +1.01 ...
20 151.63 +2.06 ...
cc 4.00 +0.06 ...
6 3.59 –0.75 ...
22 90.08 +1.16 ...
dd 23.46 +0.26 ...
dd 2.34 –0.02 ...
38 63.54 +1.15 ...
34 10.72 –0.01 ...
dd 4.54 –0.03 ...
26 6.96 –0.04 .05
5 25.91 +1.31 .05
40 241.43 –0.76 ...
dd 7.82 +0.56 ...
dd 5.56 +2.41 ...
dd 28.48 +2.79 ...
10 24.10 –0.85 ...
dd 1.00 –0.11 ...
dd
.50 –0.06 ...
16 50.23 –2.64 .60
36 28.24 +0.57 ...
5 24.46 +0.66 .70
19 50.90 –0.05 .48
17 25.27 –0.21 .03
dd 2.33 –0.22 ...
dd 2.32 +0.16 ...
dd
.72 –0.02 ...
dd 243.00 +77.30 ...
dd 37.37 +4.88 ...
Nasdaq Issues includes stocks traded on the Nasdaq
Global Select and Nasdaq Global Market tiers. They are
eligible for inclusion on the basis of SEC-approved
market value of publicly-held shares, trading volume,
price and number of market-makers.
Five-Day Nasdaq Composite
Debateable: Trump Media shares gained 18% as Biden’s faltering debate performance capped the week. The Nasdaq Composite Index
ended Friday at 17,733—up 0.2% for the week. It’s up 18% this year.
Monday
Tuesday
Wednesday
Thursday
Friday
17,950
17,825
17,700
(Previous Friday Close)
17,575
-192.54
+220.84
+87.50
+53.53
-126.08
17,450
10 12 2
52-Week
High
Low
Name
4
10 12 2
4
Tick
Sym Yld P/E
12.00 10.72 AlphaStarAcqn ALSA ...
0.49 0.01 AlphaStarRt
ALSAR ...
4.27 1.20 AlphaTeknova TKNO ...
186.05 115.35 Alphabet A
GOOGL .4
187.50 115.83 Alphabet C
GOOG .4
19.14 8.66 Alphatec
ATEC ...
11.86 10.38 AlphaTimeAcqn ATMC ...
0.30 0.08 AlphaTimeRt
ATMCR ...
0.20 0.04 AlphaVestAcqnRt ATMVR ...
100.79 57.59 AltairEngg
ALTR ...
AEAE ...
12.28 10.40 AltEnergyA
14.84 2.09 Altimmune
ALT ...
6.43 1.26 AltisourcePortf ASPS ...
16.00 12.02 Alumis
ALMS ...
18.00 7.50 Alvotech
ALVO ...
AMAL 1.8
27.77 15.19 AmalgamFin
1.49 0.63 Amarin
AMRN ...
199.84 118.35 Amazon.com
AMZN ...
85.09 40.31 Ambarella
AMBA ...
99.75 74.41 Amdocs
DOX 2.4
97.36 89.55 Amedisys
AMED ...
19.08 10.86 AmerAirlines
AAL ...
93.44 69.38 AEP
AEP 4.0
10.35 7.19 AmOutdoorBrands AOUT ...
21.04 4.05 AmerPubEduc APEI ...
12.58 8.41 AmerSoftware AMSWA 4.8
27.38 5.75 AmerSupercond AMSC ...
104.28 65.01 AmericanWoodmark AMWD ...
127.96 55.00 AmerCarMart
CRMT ...
53.99 33.21 AmerisBancorp ABCB 1.2
3.40 2.23 AmeriServFin
ASRV 5.3
329.72 218.44 Amgen
AMGN 2.9
14.57 9.02 AmicusTherap FOLD ...
AMKR .8
40.93 17.58 AmkorTech
7.25 2.29 AmnealPharm AMRX ...
67.66 38.43 AmphastarPharm AMPH ...
11.98 3.37 AmtechSystems ASYS ...
25.48 1.58 AmylyxPharm AMLX ...
241.88 154.99 AnalogDevices ADI 1.6
27.50 13.36 AnaptysBio
ANAB ...
10.45 3.25 AnavexLifeSci AVXL ...
61.46 44.85 Andersons
ANDE 1.5
ANGH ...
3.49 0.63 Anghami
4.18 1.55 Angi
ANGI ...
10.87 5.26 AngioDynamics ANGO ...
28.67 16.54 AnikaTherap
ANIK ...
ANNX ...
8.40 1.57 Annexon
91.87 19.83 ApellisPharm
APLS ...
APOG 1.6
67.92 41.01 ApogeeEnt
72.29 14.19 ApogeeTherap APGE ...
6.20 0.18 ApollomicsA
APLM ...
256.73 164.29 AppFolio
APPF ...
52.99 26.28 Appian
APPN ...
220.20 164.08 Apple
AAPL .5
11.07 2.36 AppliedDigital APLD ...
249.42 129.21 ApplMaterials AMAT .7
24.75 5.69 AppliedOptoelec AAOI ...
9.39 1.18 AppliedTherap APLT ...
88.50 25.24 AppLovin
APP ...
11.61 9.86 APxAcqnI A
APXI ...
6.70 1.21 ApyxMedical
APYX ...
6.23 1.25 AquestiveTherap AQST ...
3.64 1.69 ArbutusBiopharma ABUS ...
153.60 86.93 ArcBest
ARCB .4
ACLX ...
75.10 30.74 Arcellx
103.79 72.33 ArchCapital
ACGL ...
45.00 17.52 ArcturusTherap ARCT ...
13.17 1.76 ArcutisBiotherap ARQT ...
ARDX ...
10.13 3.16 Ardelyx
21.84 18.55 AresCapital
ARCC 9.2
550.76 327.73 argenx
ARGX ...
10 12 2
Last
Div
Chg. Amt.
35 11.53 +0.09 ...
...
.10 –0.04 ...
dd 1.37 –0.01 ...
28 182.15 +2.52 .20
28 183.42 +3.16 .20
dd 10.45 +0.36 ...
41 11.07
... ...
...
.15 –0.04 ...
...
.10 –0.01 ...
cc 98.08 +2.86 ...
dd 11.35 +0.01 ...
dd 6.65 +0.24 ...
dd 1.41 –0.09 ...
... 13.30
... ...
dd 12.16 –1.32 ...
9 27.40 +2.47 .12
dd
.69
... ...
54 193.25 +4.17 ...
dd 53.95 –1.38 ...
18 78.92 +0.44 .479
dd 91.80 +0.03 ...
19 11.33 +0.13 ...
16 87.74 +0.69 .88
dd 9.00 +0.49 ...
dd 17.58 +2.09 ...
33 9.13 +0.41 .11
dd 23.39 –1.04 ...
11 78.60 –1.15 ...
dd 60.21 +1.25 ...
12 50.35 +2.63 .15
dd 2.26 –0.22 .03
45 312.45 +4.29 2.25
dd 9.92 –0.17 ...
26 40.02 +1.66.0787
dd 6.35 –0.30 ...
14 40.00 –0.45 ...
dd 5.86 –0.77 ...
dd 1.90 +0.12 ...
53 228.26 –2.79 .92
dd 25.06 +1.06 ...
dd 4.22 +0.14 ...
14 49.60 –0.18 .19
dd 1.07 +0.01 ...
dd 1.92 +0.01 ...
dd 6.05 +0.17 ...
dd 25.33 –0.67 ...
dd 4.90 –0.08 ...
dd 38.36 +0.29 ...
13 62.84 +2.42 .25
dd 39.35 +1.35 ...
dd
.21 +0.01 ...
cc 244.57 +12.75 ...
dd 30.86 +2.88 ...
33 210.62 +3.13 .25
dd 5.95 +0.43 ...
27 235.99 +0.58 .40
dd 8.29 –0.81 ...
dd 4.67 +0.12 ...
49 83.22 +4.64 ...
25 11.61 +0.03 ...
dd 1.34 –0.04 ...
dd 2.60 +0.04 ...
dd 3.09 +0.04 ...
22 107.08 +0.72 .12
dd 55.19 –0.93 ...
8 100.89 –1.00 ...
dd 24.35 –3.10 ...
dd 9.30 +0.81 ...
dd 7.41 +1.25 ...
7 20.84 +0.26 .48
dd 430.04 +35.57 ...
4
10 12 2
52-Week
High
Low
4
10 12 2
Name
4
Tick
Sym Yld P/E
4.45 0.94 ArgoBlockchain ARBK ...
ARHS .0
19.81 7.56 Arhaus
177.31 46.50 Arm
ARM ...
12.53 10.39 ArmadaAcqnI
AACI ...
BTOC ...
6.26 4.14 Armlogi
AOGO ...
11.67 10.50 ArogoCapA
8.26 1.50 Arq
ARQ ...
ARRY ...
26.64 10.05 ArrayTech
AVBP ...
25.95 14.35 ArriVentBio
29.66 16.38 ArrowFinancial AROW 4.1
39.83 20.67 ArrowheadPharm ARWR ...
9.54 4.20 Arteris
AIP
...
49.73 33.34 ArtesianRscs A ARTNA 3.4
53.08 13.57 Arvinas
ARVN ...
161.00 85.29 AscendisPharma ASND ...
11.19 7.20 AscentIndustries ACNT ...
224.77 162.26 AspenTech
AZPN ...
20.04 7.69 AssemblyBiosci ASMB ...
56.33 28.94 AstecIndustries ASTE 1.8
95.21 50.61 AsteraLabs
ALAB ...
80.86 60.47 AstraZeneca
AZN 1.8
ATXS ...
16.90 4.26 AstriaTherap
ATRO ...
22.44 14.11 Astronics
18.83 11.79 AstroNova
ALOT ...
63.38 4.97 AtaraBiotherap ATRA ...
4.60 2.77 AteaPharm
AVIR ...
4.30 1.33 AthiraPharma ATHA ...
50.15 33.95 AtlantaBravesC BATRK ...
54.94 36.78 AtlantaBravesA BATRA ...
3.00 1.49 AtlanticAmerican AAME 1.2
11.75 10.40 AtlCoastal II A ACAB ...
25.22 16.35 AtlanticaSust
AY 8.1
ATLC ...
43.59 23.10 Atlanticus
258.69 152.34 Atlassian
TEAM ...
23.00 15.06 AtourLifestyle ATAT .7
ATRC ...
59.61 18.94 AtriCure
593.00 274.98 Atrion
ATRI 1.9
23.20 16.48 AuburnNatlBncp AUBN 5.9
AUDC 3.5
14.45 7.14 AudioCodes
12.50 5.99 AuraBiosciences AURA ...
11.64 10.55 AuraFatProjectsA AFAR ...
AUPH ...
12.43 4.71 AuriniaPharm
4.81 1.60 AuroraInnov
AUR ...
11.96 0.75 AustralianOilseeds COOT ...
279.53 192.01 Autodesk
ADSK ...
7.45 2.01 AutolusTherap AUTL ...
256.84 205.53 ADP
ADP 2.3
AVDL ...
19.09 9.50 AvadelPharm
3.07 0.85 AveannaHealth AVAH ...
AVPT ...
10.45 5.52 AvePoint
38.85 25.08 AviatNetworks AVNW ...
42.00 4.83 AvidityBio
RNA ...
13.56 6.88 AvidXchange
AVDX ...
244.95 93.53 AvisBudget
CAR .0
55.46 42.67 Avnet
AVT 2.4
AWRE ...
2.20 1.05 Aware
201.00 93.77 AxcelisTechs
ACLS ...
329.87 175.37 AxonEnterprise AXON ...
AXNX ...
69.68 48.02 Axonics
98.40 55.02 AxsomeTherap AXSM ...
AZTA ...
69.16 43.43 Azenta
Last
Div
Chg. Amt.
dd 1.15 +0.08 ...
22 16.94 –0.15 .50
cc 163.62 +3.32 ...
dd 11.44 +0.02 ...
21 4.72 –0.32 ...
48 10.98
... ...
dd 6.07 +0.39 ...
28 10.26 –1.03 ...
dd 18.55 +0.55 ...
15 26.05 +1.42 .27
dd 25.99 +0.49 ...
dd 7.51 –0.33 ...
21 35.16 +0.10.2955
dd 26.62 +1.40 ...
dd 136.38 +8.53 ...
dd 9.76 –0.05 ...
dd 198.63 +0.07 ...
dd 13.72 –1.92 ...
27 29.66 –0.56 .13
dd 60.51 +1.50 ...
38 77.99 –0.89 .985
dd 9.10 –0.33 ...
dd 20.03 +0.50 ...
23 15.44 +0.50 ...
dd 8.50 +0.27 ...
dd 3.31 –0.13 ...
dd 2.65 +0.31 ...
dd 39.44 +1.02 ...
dd 41.33 +1.15 ...
dd 1.69 +0.03 .02
cc 11.46 +0.31 ...
54 21.95 +0.03.445
7 28.18 +0.42 ...
dd 176.88 +14.42 ...
19 18.35 –0.32 .15
dd 22.77 –0.17 ...
43 452.43 +0.45 2.20
80 18.29 +1.66 .27
29 10.38 +0.38 .18
dd 7.56 +0.36 ...
70 11.30 –0.01 ...
dd 5.71 +0.18 ...
dd 2.77 +0.44 ...
dd
.97 –0.03 ...
54 247.45 +5.14 ...
dd 3.48 –0.35 ...
27 238.69 –9.28 1.40
dd 14.06 –0.95 ...
dd 2.76 +0.20 ...
dd 10.42 +0.37 ...
26 28.69 –0.05 ...
dd 40.85 +1.85 ...
dd 12.06 +1.05 ...
3 104.52 –7.8610.00
8 51.49 –0.91 .31
dd 1.97 –0.09 ...
19 142.19 +4.51 ...
86 294.24 +3.09 ...
dd 67.23 –0.34 ...
dd 80.50 +4.11 ...
dd 52.62 –4.05 ...
B
13.90 9.19 BCB Bancorp
9.06 4.25 BGC
38.77 21.64 BJsRestaurants
96.41 62.42 BOK Fin
92.74 57.15 BRP
60.72 14.46 B RileyFin
12.65 4.15 Backblaze
156.98 86.43 Baidu
44.13 2.48 Baijiayun
BCBP 6.0
BGC 1.0
BJRI ...
BOKF 2.4
DOOO 1.0
RILY 11.3
BLZE ...
BIDU ...
RTC ...
7 10.63 +0.71 .16
69 8.30 +0.16 .02
35 34.70 +0.06 ...
13 91.64 +3.44 .55
12 64.03 +0.04.1334
dd 17.64 –2.85 .50
dd 6.16 +0.49 ...
11 86.48 –2.11 ...
dd 3.73 +0.80 ...
40
BARRON’S
D ATA
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
52-Week
High
Low
Name
July 1, 2024
NASDAQ ISSUES
Tick
Sym Yld P/E
37.58 28.32 BakerHughes
BKR 2.4
159.52 110.74 Balchem
BCPC .5
36.02 17.33 BaldwinInsurance BWIN ...
5.11 2.22 BallardPower
BLDP ...
104.00 79.99 BancFirst
BANF 2.0
25.02 9.34 Bandwidth
BAND ...
52.36 34.76 BankOZK
OZK 3.8
31.99 19.53 Bank7
BSVN 2.7
11.12 7.98 BankFinancial
BFIN 3.9
30.83 22.47 BankwellFinl
BWFG 3.2
55.66 39.31 Banner
BANR 3.9
16.57 0.16 BanzaiIntl
BNZI ...
5.35 1.90 Baozun
BZUN ...
5.10 1.21 BarinthusBio
BRNS ...
34.35 21.38 BarrettBus
BBSI .9
17.89 13.02 BassettFurniture BSET 5.1
24.31 16.28 BayCom
BCML 2.0
10.33 10.01 BayviewAcqnA BAYA ...
103.75 68.50 BeaconRoofing BECN ...
49.50 16.95 BeamTherap
BEAM ...
225.23 126.97 BeiGene
BGNE ...
85.91 38.82 BelFuse A
BELFA .3
74.75 39.13 BelFuse B
BELFB .4
57.19 44.76 BentleySystems BSY .5
8.94 6.07 Berry(bry)
BRY 7.4
BYND ...
19.25 5.58 BeyondMeat
27.50 12.54 BicycleTherap
BCYC ...
9.99 2.87 Big5SportingGds BGFV 6.8
13.47 1.53 BigTreeCloud
DSY ...
12.75 5.62 BigCommerce
BIGC ...
19.15 8.80 Bilibili
BILI ...
16.61 2.70 BinahCapital
BCG ...
TECH .4
89.91 51.79 Bio-Techne
4.02 1.24 BioAtla
BCAB ...
14.05 10.10 BioceresCrop
BIOX ...
BCRX ...
7.95 4.03 BioCryst
2.21 1.03 Biodesix
BDSX ...
287.60 189.44 Biogen
BIIB ...
99.56 73.68 BioMarinPharm BMRN ...
23.92 3.61 BiomeaFusion BMEA ...
6.41 0.65 Bionomics
BNOX ...
125.83 80.02 BioNTech
BNTX ...
4.22 0.48 BioraTherap
BIOR ...
8.22 3.65 Biote
BTMD ...
7.04 2.71 Bioventus
BVS ...
3.91 0.92 Bitfarms
BITF ...
7.66 1.62 BlackDiamond BDTX ...
10.20 10.09 BlackHawkAcqn BKHA ...
10.93 10.08 BlackHawkAcqn BKHAU ...
4.20 0.75 BlackHawkAcqnRt BKHAR ...
BLKB ...
88.56 64.32 Blackbaud
69.31 43.80 BlackLine
BL
...
TCPC12.6
13.00 9.90 BlkRkTCPCap
11.88 10.65 BlockchainCoinIA BCSA ...
30.13 18.36 Bloomin'Brands BLMN 5.0
59.40 17.59 BlueBird
BLBD ...
10.50 7.08 BlueFoundryBncp BLFY ...
11.42 10.57 BlueOceanA
BOCN ...
15.61 6.00 BlueWorldA
BWAQ ...
BLUE ...
5.53 0.85 bluebirdbio
111.42 43.89 BlueprintMed
BPMC ...
BOLT ...
1.56 0.72 BoltBiotherap
4040.00 2624.50 Booking
BKNG .9
15.24 3.60 BoundlessBio
BOLD ...
10.61 10.10 BowenAcqn
BOWN ...
0.22 0.08 BowenAcqnRt BOWNR ...
42.90 25.52 BowmanConsult BWMN ...
7.00 3.02 BraggGaming
BRAG ...
7.62 2.01 Brainsway
BWAY ...
61.53 33.93 Braze
BRZE ...
44.32 16.61 BridgeBioPharma BBIO ...
9.19 3.65 BridgerAerospace BAER ...
12.78 9.86 BridgfordFoods BRID ...
4.56 1.55 Brightcove
BCOV ...
56.25 40.24 BrighthouseFin BHF ...
12.21 7.85 BrightSpring
BTSG ...
4.29 2.04 BrilliantEarthA BRLT ...
12.31 10.70 BroadCapital
BRAC ...
1851.62 795.09 Broadcom
AVGO 1.3
11.52 7.93 BrooklineBncp BRKL 6.5
94.86 53.79 Bruker
BRKR .3
21.06 9.73 Bumble
BMBL ...
1.97 0.13 BurgerFiIntl
BFI
...
24.10 5.72 BurningRockBio BNR ...
11.24 10.45 BurTechAcqnA BRKH ...
25.57 14.39 BusFirstBcshs BFST 2.6
12.12 10.58 byNordicAcqnA BYNO ...
Last
Div
Chg. Amt.
20 35.17 +2.24 .21
44 153.95 +2.35 .79
dd 35.47 +2.79 ...
dd 2.25 –0.33 ...
14 87.70 +3.92 .43
dd 16.88 +1.09 ...
7 41.00 +2.24 .39
10 31.30 +1.63 .21
15 10.29 +0.30 .10
7 25.37 +1.17 .20
10 49.64 +3.24 .48
dd
.17 –0.01 ...
dd 2.34 –0.05 ...
dd 1.40 +0.08 ...
18 32.77 –1.05 .075
dd 14.21 +0.16 .18
9 20.35 +1.29 .10
... 10.24 +0.01 ...
dd 90.50 –3.47 ...
dd 23.43 +0.49 ...
dd 142.67 –13.44 ...
16 80.91 +0.41 .06
11 65.24 +1.86 .07
46 49.36 –2.21 .06
cc 6.46 +0.36 .12
dd 6.71 +0.20 ...
dd 20.24 –0.29 ...
dd 2.96 –0.14 .05
dd 1.69 –0.11 ...
dd 8.06 +0.66 ...
dd 15.44 –2.70 ...
dd 6.20 +1.08 ...
57 71.65 –2.01 .08
dd 1.37 –0.14 ...
cc 11.21 +0.61 ...
dd 6.18 –0.24 ...
dd 1.53 –0.18 ...
29 231.82 +7.82 ...
77 82.33 –1.45 ...
dd 4.50 –0.76 ...
dd
.77
... ...
cc 80.36 –4.28 ...
dd
.66 –0.02 ...
cc 7.47 +0.17 ...
dd 5.75 +0.08 ...
dd 2.57 –0.37 ...
dd 4.66 –0.18 ...
... 10.14 –0.01 ...
... 10.32 +0.06 ...
... 1.10 –0.20 ...
cc 76.17 +0.46 ...
46 48.45 +2.61 ...
30 10.80 +0.13 .34
11 11.18 –0.01 ...
30 19.23 +0.02 .24
22 53.85 +0.03 ...
dd 9.07 +0.69 ...
69 11.16 +0.02 ...
48 8.70 +0.88 ...
dd
.98 +0.09 ...
dd 107.78 +3.55 ...
dd
.75
... ...
30 3961.50 –27.60 8.75
dd 3.87 –0.90 ...
43 10.55 –0.03 ...
...
.11
... ...
dd 31.79 +0.46 ...
dd 5.77 +0.07 ...
dd 6.07 –0.09 ...
dd 38.84 +3.34 ...
dd 25.33 –2.03 ...
dd 3.74 –0.26 ...
64 10.04
... ...
dd 2.37 +0.35 ...
dd 43.34 +0.27 ...
dd 11.36 +0.74 ...
cc 2.22 +0.05 ...
dd 11.35 +0.03 ...
69 1605.53 –53.10 .525
9 8.35 +0.16 .135
23 63.81 –2.21 .05
94 10.51 +0.26 ...
dd
.20 –0.03 ...
dd 6.45 –0.23 ...
dd 11.12 –0.01 ...
9 21.76 +1.72 .14
84 11.29 +0.06 ...
C
4.30 2.12 Cadiz
CDZI ...
33.92 13.14 CARGOTherapeutics CRGX ...
72.00 33.51 C&F Fin
CFFI 3.7
27.02 19.96 CB FinSvcs
CBFV 4.4
13.41 10.32 CCC Intelligent CCCS ...
263.37 180.38 CDW
CDW 1.1
27.65 16.38 CEVA
CEVA ...
11.26 9.73 CFAcqnVII A
CFFS ...
11.88 1.06 C4 Therap
CCCC ...
50.23 25.77 CG Oncology
CGON ...
100.88 65.00 CH Robinson
CHRW 2.8
1.33 0.88 CLPS
CLPS .0
223.80 180.11 CME Group
CME 2.3
dd 3.09 +0.08 ...
... 16.42 +1.52 ...
8 48.20 +0.42 .44
5 22.66 +1.66 .25
dd 11.11 –0.38 ...
28 223.84 –11.65 .62
dd 19.29 +0.13 ...
dd 10.98 +0.03 ...
dd 4.62 +0.38 ...
... 31.57 +0.14 ...
35 88.12 +1.33 .61
dd
.88 –0.06 .10
22 196.60 +2.12 1.15
52-Week
High
Low
Name
B A R R ON S .C OM / D ATA
Tick
Sym Yld P/E
23.40 17.21 CNB Fin PA
CCNE 3.4
12.75 5.01 CompassPath
CMPS ...
29.94 12.65 CPI Card
PMTS ...
187.10 81.29 CRA Intl
CRAI 1.0
91.10 37.55 CrisprTherap
CRSP ...
69.35 39.56 CSG Systems
CSGS 2.9
29.93 4.91 CSP
CSPI .8
274.00 155.82 CSW Industrials CSWI .3
40.12 29.03 CSX
CSX 1.4
21.77 12.89 CVB Fin
CVBF 4.6
26.35 6.90 CabalettaBio
CABA ...
328.99 217.77 CadenceDesign CDNS ...
60.27 31.74 CaesarsEnt
CZR ...
6.81 3.50 Caesarstone
CSTE ...
64.76 42.25 Cal-MaineFoods CALM 6.5
38.97 21.42 CalavoGrowers CVGW 1.8
27.82 14.88 CaliforniaBncp CALB ...
41.90 15.25 CalliditasTherap CALT ...
19.91 11.91 CalumetSpecialty CLMT ...
16.56 2.70 CambiumNtwks CMBM ...
39.70 26.52 CamdenNational CAC 5.1
129.67 32.86 Camtek
CAMT .0
3.50 0.75 Canaan
CAN ...
39.61 14.11 CanadianSolar CSIQ ...
14.30 0.66 CandelTherap
CADL ...
19.20 2.76 CanopyGrowth CGC ...
8.29 5.75 Cantaloupe
CTLP ...
30.25 14.27 CanterburyPark CPHC 1.3
25.00 15.00 CapitalBancorp CBNK 1.6
33.44 25.45 CapitalCityBank CCBG 3.0
18.85 12.70 CapitalProduct CPLP 3.5
27.22 19.59 CapitalSouthwest CSWC 8.7
6.88 4.22 CapitolFedFin
CFFN 6.2
12.00 1.15 Captivision
CAPT ...
3.45 0.24 CaraTherap
CARA ...
197.99 6.30 CarbonRevolution CREV ...
20.52 5.69 Cardlytics
CDLX ...
3.80 0.68 Carecloud
CCLD ...
17.03 4.80 CareDx
CDNA ...
99.90 1.88 CareMax
CMAX ...
26.90 16.70 CarGurus
CARG ...
8.59 1.57 CaribouBio
CRBU ...
9.77 0.99 CarismaTherap CARM ...
48.52 27.13 Carlyle
CG 3.5
18.33 13.32 CarlyleSecured CGBD 9.0
5.16 0.97 CarParts.com
PRTS ...
16.74 10.43 CarterBkshrs
CARE ...
11.92 10.65 CartesianGrwIIA RENE ...
42.60 11.67 CartesianTherap RNAC ...
12.25 10.34 CarticaAcqnA
CITE ...
101.99 72.97 CasellaWaste
CWST ...
389.44 238.44 CaseysGenStores CASY .5
50.25 35.50 CassInfoSys
CASS 3.0
25.91 12.07 CastleBiosci
CSTL ...
45.72 31.47 CathayGenBncp CATY 3.6
400.99 233.84 CavcoIndustries CVCO ...
29.11 11.46 CecoEnvl
CECO ...
12.67 6.37 CellebriteDI
CLBT ...
3.77 0.96 Cellectis
CLLS ...
12.45 5.15 CentessaPharm CNTA ...
1.68 0.34 Centogene
CNTG ...
47.48 29.08 CentralGarden CENT ...
41.03 27.88 CentralGardenA CENTA ...
19.88 5.70 CenturyAluminum CENX ...
5.51 1.28 CenturyTherap IPSC ...
3.38 1.56 Ceragon
CRNT ...
29.75 2.55 Cerence
CRNC ...
12.80 0.27 CERoTherap
CERO ...
19.87 11.81 Certara
CERT ...
3.08 1.21 Cerus
CERS ...
39.95 25.46 ChampionX
CHX 1.1
458.30 236.08 CharterComms CHTR ...
168.82 122.86 CheckPoint
CHKP ...
41.25 28.58 Cheesecake
CAKE 2.7
40.00 17.29 ChefsWarehouse CHEF ...
51.36 36.99 ChemungFinl
CHMG 2.6
11.76 10.67 ChengheAcqnIA LATG ...
93.58 72.84 ChesapeakeEner CHK 2.8
17.65 13.86 ChicagoAtlRealEst REFI 12.2
1.27 0.13 ChickenSoupA CSSE ...
5.18 0.20 ChijetMotor
CJET ...
38.03 6.58 Children'sPlace PLCE ...
1.30 0.87 Chimerix
CMRX ...
32.19 21.58 ChipMOSTechs IMOS 3.3
190.23 145.06 ChordEnergy
CHRD 3.0
10.08 10.00 ChurchillCapIX CCIX ...
10.85 10.30 ChurchillVII A
CVII ...
141.57 106.45 ChurchillDowns CHDN .3
42.89 25.20 Chuy's
CHUY ...
100.01 55.37 Cimpress
CMPR ...
124.35 95.81 CincinnatiFinl
CINF 2.7
719.98 474.74 Cintas
CTAS .8
5.89 2.15 CipherMining
CIFR ...
130.04 65.02 CirrusLogic
CRUS ...
58.19 44.95 CiscoSystems
CSCO 3.4
32.90 16.19 CitiTrends
CTRN ...
12.61 8.47 CtznCmntyBcp CZWI 2.8
115.89 86.56 CityHolding
CHCO 2.7
9.58 4.77 Clarus
CLAR 1.5
5.25 2.17 CleanEnerFuels CLNE ...
49.64 22.91 Clearfield
CLFD ...
2.12 0.65 ClearsideBiomed CLSD ...
Last
Div
Chg. Amt.
9 20.41 +1.40 .175
dd 6.04 –0.20 ...
17 27.25 +1.35 ...
28 172.22 –1.66 .42
dd 54.01 –2.23 ...
19 41.17 –0.24 .30
27 14.90 +0.94 .03
41 265.31 –0.15 .21
18 33.45 +0.04 .12
11 17.24 +0.83 .20
dd 7.48 –1.00 ...
80 307.75 –10.64 ...
11 39.74 +0.58 ...
dd 5.00 –0.10 ...
11 61.11 +2.84 .997
dd 22.70 –1.29 .10
9 21.50 +0.74 ...
dd 38.99 +0.26 ...
dd 16.05 –0.18 ...
dd 2.79 –0.13 ...
11 33.00 +1.53 .42
71 125.24 +10.85 1.33
dd 1.00 –0.11 ...
5 14.75 –1.02 ...
dd 6.20 +0.16 ...
dd 6.45 –0.40 ...
40 6.60 +0.01 ...
12 21.84 –0.06 .07
9 20.50 +0.65 .08
9 28.44 +1.59 .21
7 17.03 –0.26 .15
13 26.09 +1.12 .06
dd 5.49 +0.20 .085
15 2.67 –0.28 ...
dd
.26 –0.02 ...
... 7.03 –0.07 ...
dd 8.21 +0.17 ...
dd 1.92 +0.21 ...
dd 15.53 +1.47 ...
dd 2.79 +0.15 ...
82 26.20 +1.00 ...
dd 1.64 –0.08 ...
dd 1.52 +0.50 ...
dd 40.15 +0.05 .35
11 17.74 –0.25 .07
dd 1.00 –0.21 ...
27 15.12 +2.55 ...
28 11.28
... ...
dd 27.01 +4.21 ...
dd 11.31 +0.06 ...
cc 99.22 +1.02 ...
28 381.56 +9.79 .50
18 40.07 –0.43 .30
dd 21.77 +0.38 ...
8 37.72 +1.67 .34
19 346.17 –11.52 ...
82 28.85 +3.90 ...
dd 11.95 +0.07 ...
dd 1.87 –0.02 ...
dd 9.03 –0.07 ...
dd
.38 –0.01 ...
15 38.50 –0.71 ...
15 33.03 –0.61 ...
7 16.75 +0.24 ...
dd 2.55 –0.31 ...
46 2.50 +0.02 ...
dd 2.83 –0.34 ...
dd
.30 –0.05 ...
dd 13.85 +0.21 ...
dd 1.76 +0.07 ...
18 33.21 +1.20 .095
10 298.96 +8.61 ...
23 165.00 +6.15 ...
18 39.29 –0.72 .27
49 39.11 +0.31 ...
9 48.00 +5.96 .31
dd 11.39 +0.02 ...
11 82.19 –0.23 .14
8 15.36 –0.28 .47
dd
.19 –0.03 ...
dd
.38 –0.04 ...
dd 8.14 +0.18 ...
dd
.88 –0.01 ...
14 26.11 –1.451.1117
8 167.68 +3.19 1.69
... 10.02 –0.01 ...
cc 10.77 –0.02 ...
31 139.60 +0.69 .382
15 25.92 +0.31 ...
27 87.61 +2.72 ...
8 118.10 +2.89 .81
48 700.26 –8.25 1.35
86 4.15 –0.41 ...
26 127.66 +1.70 ...
16 47.51 +0.22 .40
dd 21.26 –0.13 ...
9 11.57 +0.12 .32
13 106.25 +3.00 .715
26 6.73 +0.14 .025
dd 2.67 –0.08 ...
dd 38.56 +1.03 ...
dd 1.30 +0.22 ...
52-Week
High
Low
Name
Tick
Sym Yld P/E
0.14 0.05 ClimateRockRt CLRCR ...
73.25 37.67 ClimbGlbl
CLMB 1.1
1.63 0.61 CloverHealth
CLOV ...
48.50 35.67 CoastalFinl
CCB ...
1090.34 614.22 CocaColaCon
COKE .2
76.44 56.28 Coca-ColaEuro CCEP 2.8
CDXS ...
4.91 1.45 Codexis
25.88 17.62 CodorusValleyBncp CVLY 2.8
13.36 3.67 CogentBio
COGT ...
86.00 50.80 CogentComm
CCOI 6.8
59.51 34.28 Cognex
CGNX .6
2.95 0.90 CognitionTherap CGTX ...
80.09 62.14 CognizantTech CTSH 1.8
8.70 4.00 CognyteSoftware CGNT ...
5.47 1.43 CoherusBioSci CHRS ...
43.99 28.57 Cohu
COHU ...
283.48 68.15 CoinbaseGlbl
COIN ...
38.40 0.35 CollectiveAudience CAUD ...
40.95 20.83 CollegiumPharm COLL ...
131.05 83.38 ColliersIntl
CIGI .3
8.30 4.22 Collplant
CLGN ...
13.58 9.03 ColonyBankcorp CBAN 3.7
28.12 17.08 ColumbiaBanking COLB 7.2
20.46 13.79 ColumbiaFinl
CLBK ...
87.23 66.01 ColumbiaSportswr COLM 1.5
45.84 30.29 ColumbusMcKinn CMCO .8
CMCSA 3.2
47.46 36.43 Comcast A
57.48 40.91 CommerceBcshrs CBSH 1.9
11.96 4.85 CommVehicle
CVGI ...
6.65 0.86 CommScope
COMM ...
45.74 33.48 CmntyTrBcp
CTBI 4.2
122.16 63.70 CommvaultSys CVLT ...
12.00 10.35 CompassDigitalAcqn CDAQ ...
16.00 0.20 CompleteSolaria CSLR ...
8.16 4.61 CompoSecure
CMPO .0
20.97 9.60 comScore
SCOR ...
CMTL ...
13.04 1.53 ComtechTel
106.10 53.89 Concentrix
CNXC 1.9
4.08 2.40 Conduent
CNDT ...
25.00 0.63 ConduitPharm CDT ...
41.22 14.69 Confluent
CFLT ...
2.84 0.53 ConnectBiopharma CNTB ...
24.44 14.51 ConnectOneBncp CNOB 3.8
5.26 1.09 Conn's
CONN ...
35.29 11.62 ConsensusCloud CCSI ...
CNSL ...
4.65 2.93 ConsldComm
38.29 19.07 ConsldWater
CWCO 1.4
236.30 89.85 ConstellationEner CEG .7
62.35 27.96 ConstructionPtrs ROAD ...
CPSS ...
13.75 7.03 ConsumerPtf
9.90 3.55 ContextLogic
LOGC ...
21.35 13.27 ContineumTherap CTNM ...
104.07 75.94 Cooper
COO .0
58.58 42.41 Copart
CPRT ...
10.70 2.61 CoreScientific
CORZ ...
7.00 2.57 CorMedix
CRMD ...
18.83 10.31 CorsairGaming CRSR ...
281.41 187.92 Corvel
CRVL ...
3.16 1.05 CorvusPharm
CRVS ...
100.38 67.35 CoStar
CSGP ...
873.96 524.63 Costco
COST .5
BASE ...
32.00 13.97 Couchbase
57.57 38.25 CovenantLogist CVLG .9
98.60 40.31 CrackerBarrel
CBRL 9.8
5.00 2.52 CreativeMedia CMCT12.6
616.66 379.77 CreditAcceptance CACC ...
32.78 13.38 CredoTech
CRDO ...
19.27 14.68 CrescentCapBDC CCAP 8.8
10.75 5.63 Cresud
CRESY .0
CRCT 1.7
14.26 4.43 Cricut
53.70 15.76 CrineticsPharm CRNX ...
39.97 22.10 Criteo
CRTO ...
22.50 5.32 CriticalMetals CRML ...
165.32 74.00 Crocs
CROX ...
3.14 1.64 Cronos
CRON ...
28.75 13.48 CrossCtyHlthcr CCRN ...
15.07 9.71 CrossFirstBkshs CFB ...
394.64 139.37 CrowdStrike
CRWD ...
30.19 7.64 CullinanTherap CGEM ...
2.36 1.38 CumberlandPharm CPIX ...
6.59 1.84 CumulusMedia CMLS ...
11.03 2.22 CureVac
CVAC ...
21.41 1.28 Cutera
CUTR ...
33.14 6.40 CVRx
CVRX ...
283.00 142.92 CyberArkSoftware CYBR ...
9.87 3.80 CytekBiosci
CTKB ...
110.25 25.98 Cytokinetics
CYTK ...
5.85 1.04 CytomXTherap CTMX ...
Last
Div
Chg. Amt.
...
.11 +0.01 ...
24 62.81 +5.75 .17
dd 1.23 –0.02 ...
16 46.14 +2.95 ...
24 1085.00 +89.69 .50
19 72.87 –1.99 .79
dd 3.10 +0.16 ...
10 24.04 +2.10 .17
dd 8.43 –0.36 ...
2 56.44 +4.73 .975
81 46.76 –1.15 .075
dd 1.66 –0.24 ...
16 68.00 –0.34 .30
dd 7.64 +0.14 ...
dd 1.73 +0.06 ...
dd 33.10 +1.11 ...
44 222.23 –3.63 ...
dd
.54 +0.10 ...
13 32.20 +0.52 ...
55 111.65 +2.49 .15
dd 4.97 +0.13 ...
10 12.25 +0.88.1125
9 19.89 +1.46 .36
94 14.97 +0.76 ...
19 79.08 –4.49 .30
21 34.54 –0.47 .07
10 39.16 +0.68 .31
16 55.78 +1.69 .27
4 4.90 –0.03 ...
dd 1.23 –0.04 ...
10 43.66 +2.64 .46
32 121.57 +1.90 ...
cc 10.88 –0.02 ...
dd 1.12 –0.30 ...
7 6.80 +0.55 .30
dd 14.19 –1.31 ...
dd 3.03 –0.61 ...
15 63.28 +2.62.3025
dd 3.26 +0.20 ...
dd 1.06 –0.50 ...
dd 29.53 +2.46 ...
... 1.52 +0.13 ...
10 18.89 +1.44 .18
dd 1.11 –1.09 ...
4 17.18 +0.38 ...
dd 4.40 +0.05 ...
13 26.54 +1.48 .095
27 200.27 –17.86.3525
47 55.21 –1.12 ...
7 9.80 +0.87 ...
dd 5.71 +0.18 ...
... 17.61 –0.98 ...
51 87.30 –4.21.0075
38 54.16 –0.08 ...
88 9.30 +0.33 ...
dd 4.33 –0.06 ...
dd 11.04 –0.06 ...
58 254.27 +9.62 ...
dd 1.82 +0.04 ...
cc 74.14 +0.20 ...
53 849.99 +1.68 1.16
dd 18.26 +1.49 ...
16 49.29 +2.01 .11
16 42.16 –2.31 .25
dd 2.69 –0.01 .085
26 514.68 +25.89 ...
dd 31.94 +4.45 ...
7 18.78 +0.06 .42
12 8.22 +0.29 .305
20 5.99 +0.05 .40
dd 44.79 –0.79 ...
31 37.72 +1.79 ...
dd 11.27 –0.23 ...
11 145.94 –8.80 ...
dd 2.33
... ...
11 13.84 –0.12 ...
10 14.02 +0.87 ...
cc 383.19 +2.56 ...
dd 17.44 +0.01 ...
dd 1.53 –0.06 ...
dd 2.04 +0.17 ...
dd 3.40 +0.14 ...
dd 1.51 –0.03 ...
dd 11.99 +1.17 ...
dd 273.42 +15.42 ...
dd 5.58 –0.15 ...
dd 54.18 +0.66 ...
6 1.22 –0.07 ...
D
3.40 0.72 DIH US
27.16 11.12 DMC Global
2.28 1.10 D-MarketElec
0.58 0.17 DTCloudAcqnRt
11.83 10.51 DuetAcqnA
57.38 28.70 DXP Ents
6.83 1.25 DadaNexus
14.58 5.99 Daktronics
5.13 3.44 DallasNews
138.61 77.81 Datadog
69.82 33.07 Dave&Buster's
63.50 4.72 Dave
DHAI ...
BOOM ...
HEPS ...
DYCQR ...
DUET ...
DXPE ...
DADA ...
DAKT ...
DALN17.8
DDOG ...
PLAY ...
DAVE ...
... 2.67 –0.63 ...
13 14.42 –0.03 ...
94 2.21 +0.25 ...
...
.31 +0.11 ...
cc 11.13 –0.01 ...
13 45.84 –2.68 ...
dd 1.26 –0.13 ...
19 13.95 +3.24 ...
dd 3.59 –0.11 .16
cc 129.69 +12.12 ...
17 39.81 –1.18 ...
dd 30.30 –9.19 ...
52-Week
High
Low
Name
Tick
Sym Yld P/E
2.65 1.27 DawsonGeophys DWSN ...
18.07 9.67 DayOneBiopharm DAWN ...
12.46 4.38 DefinitiveHlthcr DH
...
14.10 4.05 DenaliCapAcqnA DECA ...
30.79 14.56 DenaliTherap
DNLI ...
41.65 24.71 DentsplySirona XRAY 2.6
100.69 69.59 DescartesSystems DSGX ...
8.31 1.94 DesignTherap
DSGN ...
5.28 3.01 DestinationXL DXLG ...
2.88 2.12 Deswell
DSWL 8.1
142.00 74.75 DexCom
DXCM ...
188.28 135.44 DiamondHillInvt DHIL 4.3
211.96 125.73 DiamondbkEner FANG 1.8
42.95 21.25 DigiIntl
DGII ...
43.43 21.00 Digimarc
DMRC ...
27.91 17.17 DimeCommBcshs DCOM 4.9
96.69 60.00 Diodes
DIOD ...
77.60 25.60 DiscMedicine
IRON ...
0.33 0.08 DistokenAcqnRt DISTR ...
37.31 22.91 DistributionSoln DSGR ...
3.96 1.69 DiversifiedHlthcr DHC 1.3
24.22 7.26 dLocal
DLO ...
56.41 33.81 Docebo
DCBO ...
64.76 38.11 DocuSign
DOCU ...
154.96 101.85 DollarTree
DLTR ...
18.19 6.11 Domo
DOMO ...
15.30 12.26 DonegalGroup A DGICA 5.4
16.00 10.95 DonegalGroup B DGICB 5.3
143.34 69.90 DoorDash
DASH ...
35.74 27.16 DorchesterMnls DMLP11.4
98.55 60.01 DormanProducts DORM ...
15.96 6.95 DoubleDown
DDI
...
DOYU ...
12.20 6.29 DouYuIntl
49.57 24.97 DraftKings
DKNG ...
27.65 10.59 DrivenBrands
DRVN ...
33.43 20.68 Dropbox
DBX ...
7.88 3.53 DuluthHoldings DLTH ...
251.30 121.89 Duolingo
DUOL ...
15.15 10.48 DynavaxTechs DVAX ...
36.60 6.40 DyneTherap
DYN ...
Last
Div
Chg. Amt.
dd 1.95 –0.02 ...
dd 13.78 +0.10 ...
dd 5.46 –0.02 ...
58 11.19 +3.03 ...
dd 23.22 +0.59 ...
dd 24.91 –0.54 .16
69 96.84 +2.45 ...
dd 3.35 –0.03 ...
9 3.64 +0.09 ...
5 2.48 +0.03 .10
73 113.38 –3.26 ...
10 140.75 –2.41 1.50
11 200.19 +9.31 1.07
61 22.93 +0.09 ...
dd 31.01 +4.77 ...
11 20.40 +2.00 .25
20 71.93 –0.86 ...
dd 45.07 +0.89 ...
...
.11 –0.03 ...
dd 30.00 +0.03 ...
dd 3.05 +0.43 .01
18 8.09 +0.61 ...
cc 38.63 +1.62 ...
cc 53.50 +0.76 ...
dd 106.77 –0.10 ...
dd 7.72 +0.95 ...
82 12.88 +0.46.1725
83 11.79 –0.21 .155
dd 108.78 –5.10 ...
12 30.85 –0.05.7818
18 91.48 –1.64 ...
6 13.06 +1.83 ...
dd 10.99 +0.61 ...
dd 38.17 –3.82 ...
dd 12.73 +0.74 ...
15 22.47 +0.34 ...
dd 3.69 –0.15 ...
cc 208.67 +2.15 ...
cc 11.23 –0.20 ...
dd 35.29 +0.27 ...
E
7.04 0.96 ECARX
ECX ...
17.00 0.77 ECDAutoDesign ECDA ...
9.53 3.60 EDAP TMS
EDAP ...
10.47 10.05 ESH Acqn A
ESHA ...
ESHAR ...
1.35 0.08 ESH Acqn Rt
20.87 14.30 ESSA Bancorp ESSA 3.4
EBMT 4.2
17.65 11.26 EagleBncpMT
23.52 3.21 EaglePharm
EGRX ...
79.54 49.59 EastWestBncp EWBC 3.0
15.07 10.65 EasternBankshares EBC 3.1
35.78 16.10 Eastern
EML 1.7
18.94 5.75 EbangIntl
EBON ...
EBAY 2.0
55.35 37.17 eBay
24.80 9.53 EchoStar
SATS ...
21.60 5.12 EdgewiseTherap EWTX ...
11.69 4.59 EditasMedicine EDIT ...
2.95 0.80 EducDev
EDUC ...
25.78 9.51 EHang
EH
...
EHTH ...
10.20 4.28 eHealth
4.88 1.85 8x8
EGHT ...
ETNB ...
19.89 6.58 89bio
11.99 8.11 ElPolloLoco
LOCO ...
225.64 175.30 ElbitSystems
ESLT 1.1
144.53 117.47 ElectronicArts EA
.5
5.83 0.36 ElevationOnc
ELEV ...
11.45 2.96 ElicioTherap
ELTX ...
11.55 2.35 EliemTherap
ELYM ...
EMBC 4.8
23.75 9.93 Embecta
12.33 10.58 EmbraceChange EMCG ...
31.85 24.93 Enact
ACT 2.4
22.15 8.08 EnantaPharma ENTA ...
54.73 34.74 EncoreCapital
ECPG ...
295.90 150.51 EncoreWire
WIRE .0
30.76 12.26 EnergyRecovery ERII ...
20.30 12.11 EnlightRenewableEn ENLT ...
26.00 9.80 EnlivenTherap ELVN ...
ENVX ...
23.90 5.70 Enovix
192.22 73.49 EnphaseEnergy ENPH ...
127.58 88.79 EnsignGroup
ENSG .2
319.91 229.57 Enstar
ESGR ...
146.91 84.13 Entegris
ENTG .3
34.10 22.60 EnterpriseBncp EBTC 3.9
46.17 32.97 EnterpriseFinSvcs EFSC 2.5
18.44 10.75 EntradaTherap TRDA ...
83.57 53.54 ePlus
PLUS ...
6.35 4.70 EpsilonEnergy EPSN 4.6
914.93 677.80 Equinix
EQIX 2.3
2.97 1.51 Erasca
ERAS ...
420.34 199.49 ErieIndemnity ERIE 1.4
22.01 12.23 Escalade
ESCA 4.4
3.40 0.70 EsperionTherap ESPR ...
5.81 2.42 EtonPharm
ETON ...
102.81 56.60 Etsy
ETSY ...
121.06 73.84 EuronetWorldwide EEFT ...
20.00 9.65 EuropeanWax
EWCZ ...
36.31 18.50 Everbridge
EVBG ...
12.32 6.22 EverCommerce EVCM ...
11.50 10.73 EvergreenA
EVGR ...
61.84 46.92 Evergy
EVRG 4.9
25.69 5.36 EverQuote
EVER ...
dd 2.06 +0.69 ...
dd 1.21 +0.23 ...
dd 5.44 +0.17 ...
49 10.42
... ...
...
.11 –0.01 ...
9 17.59 +0.77 .15
12 13.27 +0.27 .14
6 5.60 +1.46 ...
9 73.23 +1.58 .55
5 13.98 +0.98 .11
16 25.47 –0.38 .11
dd 6.18 –0.61 ...
11 53.72 –0.43 .27
dd 17.81 +0.61 ...
dd 18.01 +0.96 ...
dd 4.67 –0.44 ...
28 1.85 –0.15 ...
dd 13.58 –0.77 ...
dd 4.53 –0.02 ...
dd 2.22 +0.20 ...
dd 8.01 –0.51 ...
14 11.31 +0.18 ...
35 176.63 –4.84 .50
30 139.33 +0.27 .19
dd 2.70 +0.14 ...
dd 4.11 –2.57 ...
dd 7.11 –1.18 ...
10 12.50 –0.01 .15
45 11.25
... ...
8 30.66 +0.24 .185
dd 12.97 +1.04 ...
dd 41.73 –0.77 ...
15 289.83 +0.43 .02
40 13.29 +0.92 ...
32 16.16 –0.09 ...
dd 23.37 +1.93 ...
dd 15.46 +3.46 ...
52 99.71 –6.96 ...
33 123.69 +2.65 .06
6 305.70 –4.77 ...
65 135.40 +1.85 .10
9 24.88 +1.82 .24
9 40.91 +2.48 .26
23 14.25 –0.60 ...
17 73.68 +0.30 ...
25 5.45 +0.06.0625
76 756.60 –8.40 4.26
dd 2.36 +0.25 ...
39 362.40 +3.391.275
15 13.79 +1.13 .15
dd 2.22 +0.01 ...
97 3.29 –0.05 ...
27 58.98 –1.19 ...
18 103.50 –6.72 ...
40 9.93 –0.78 ...
dd 34.99 +0.23 ...
dd 10.98 +0.96 ...
39 11.48 –0.01 ...
17 52.97 +0.31.6425
dd 20.86 +1.52 ...
52-Week
High
Low
Name
Tick
Sym Yld P/E
10.50 5.54 EverspinTech
MRAM ...
5.95 1.65 EVgo
EVGO ...
15.43 7.07 Evolus
EOLS ...
13.49 3.94 Evotec
EVO ...
3.04 1.30 Exagen
XGN ...
11.10 10.40 ExcelFinAcqnA XFIN ...
24.34 18.64 Exelixis
EXEL ...
43.53 33.35 Exelon
EXC 4.4
EXLS ...
33.40 25.17 ExlService
25.39 8.91 eXpWorld
EXPI 1.8
160.05 92.48 Expedia
EXPE ...
8.25 1.24 Expensify
EXFY ...
102.72 64.61 Exponent
EXPO 1.2
9.12 3.86 Exscientia
EXAI ...
32.73 10.50 ExtremeNetworks EXTR ...
30.99 5.67 EyePointPharm EYPT ...
11.52 7.70 Ezcorp
EZPW ...
Last
Div
Chg. Amt.
16 5.99 –0.01 ...
dd 2.45 +0.42 ...
dd 10.85 +0.30 ...
dd 4.80 +0.32 ...
dd 1.82 –0.14 ...
dd 11.05 –0.02 ...
35 22.47 +0.27 ...
15 34.61 –0.17 .38
29 31.36 +1.27 ...
dd 11.29 +0.62 .05
24 125.99 –1.73 ...
dd 1.49 +0.05 ...
48 95.12 –0.28 .28
dd 5.10 –0.29 ...
dd 13.45 +0.80 ...
dd 8.70 +0.23 ...
10 10.47 +0.36 ...
F
24.80 12.34 FARO Tech
FARO ...
199.49 142.16 F5
FFIV ...
32.50 26.60 FRP Holdings
FRPH ...
106.10 30.34 FTAI Aviation
FTAI ...
9.25 2.84 FTAI Infra
FIP 1.4
44.00 7.02 Falcon'sBeyondGlbl FBYD ...
8.58 1.94 Fanhua
FANH ...
FARM ...
4.04 1.80 FarmerBros
79.04 53.83 Fastenal
FAST 2.5
8.83 1.63 FateTherap
FATE ...
48.29 29.50 Ferrovial
FER .0
55.00 3.99 FibroBiologics FBLG ...
FGEN ...
3.02 0.33 FibroGen
60.85 42.00 FidelityD&D
FDBC 3.5
39.14 22.49 FifthThirdBncp FITB 3.8
23.11 15.22 FinInstitutions FISI 6.2
14.98 8.31 FinWiseBancorp FINW ...
17.49 12.46 FirstAdvantage FA
.0
38.51 26.00 FirstBancorpNC FBNC 2.8
29.16 21.77 FirstBancorp
FNLC 5.6
15.17 10.23 FirstBank
FRBA 1.9
25.80 17.51 FirstBusey
BUSE 4.0
41.03 28.36 FirstBusFinSvcs FBIZ 2.7
1810.03 1241.05 FirstCitizBcshA FCNCA .4
39.23 28.13 FirstCommBkshs FCBC 3.1
24.99 17.23 FirstFinBncpOH FFBC 4.1
33.15 22.84 FirstFinBkshs
FFIN 2.4
THFF 4.9
44.91 31.74 FirstFinIN
22.17 10.09 FirstFinNW
FFNW 2.5
13.91 8.39 FirstGuarBcshs FGBI 7.1
23.22 17.18 FirstHawaiian FHB 5.0
35.72 14.11 FirstInternetBncp INBK .9
32.54 20.81 FirstInterBanc FIBK 6.8
38.16 25.70 FirstMerchants FRME 4.2
35.83 23.54 FirstMidBcshs FMBH 2.8
16.12 8.91 FirstNWBncp
FNWB 2.9
306.77 129.22 FirstSolar
FSLR ...
56.59 40.96 1stSource
SRCE 2.5
24.29 13.36 FirstUnited
FUNC 3.9
25.98 16.19 FirstWatchRest FWRG ...
22.00 12.84 FirstWesternFin MYFW ...
133.64 88.05 FirstCash
FCFS 1.3
171.94 134.77 FirstService
FSV .7
216.18 106.21 FiveBelow
FIVE ...
4.42 1.03 5EAdvMatls
FEAM ...
92.40 39.07 Five9
FIVN ...
FSBC 3.4
28.25 18.50 FiveStarBncp
34.12 16.83 Flex
FLEX ...
41.64 15.67 Flexsteel
FLXS 1.9
31.32 13.03 FluenceEnergy FLNC ...
18.00 10.74 FlushingFinl
FFIC 6.7
35.80 15.19 Flywire
FLYW ...
11.91 10.54 FocusImpact
FIAC ...
12.09 10.31 FocusImpactBH3A BHAC ...
2.38 0.21 FocusUniversal FCUV ...
9.97 2.70 FoghornTherap FHTX ...
FORM ...
62.68 29.50 FormFactor
32.79 16.14 ForresterRes
FORR ...
81.24 44.12 Fortinet
FTNT ...
41.02 22.15 Fortrea
FTRE ...
121.38 11.21 ForwardAir
FWRD 5.0
2.92 0.75 Fossil
FOSL ...
30.77 13.76 FosterLB
FSTR ...
36.25 9.44 4D Molecular
FDMT ...
35.41 28.29 FoxA
FOXA 1.5
33.24 25.82 FoxB
FOX 1.6
117.68 37.98 FoxFactory
FOXF ...
14.50 3.98 FractylHealth
GUTS ...
107.89 82.61 FranklinElec
FELE 1.0
4.26 2.25 FreightCarAmer RAIL ...
11.41 6.22 FrequencyElec FEIM ...
132.84 54.60 Freshpet
FRPT ...
24.98 11.90 Freshworks
FRSH ...
FTDR ...
38.97 28.26 Frontdoor
27.41 11.65 FrontierComms FYBR ...
10.57 3.19 Frontier
ULCC ...
2.54 0.61 FuelCell
FCEL ...
13.70 3.14 FulcrumTherap FULC ...
44.09 18.91 FulgentGenetics FLGT ...
17.68 11.47 FultonFin
FULT 4.0
1.85 0.90 FundamentalGlbl FGF ...
FNKO ...
11.27 5.27 Funko
4.65 0.50 FusionFuelGreen HTOO ...
dd 16.00 –0.35 ...
21 172.23 +2.63 ...
89 28.52 +0.68 ...
47 103.23 +10.50 ...
dd 8.63 +0.79 .03
... 10.46 –0.04 ...
3 1.99 –0.66 ...
dd 2.68 –0.18 ...
31 62.84 –2.50 .39
dd 3.28 –0.48 ...
57 38.89 +0.97.3299
dd 4.99 +0.25 ...
dd
.89 –0.24 ...
15 43.80 –1.41 .38
12 36.49 +0.43 .35
8 19.32 +1.91 .30
8 10.21 +0.09 ...
72 16.07 –0.08 1.50
12 31.92 +1.70 .22
10 24.85 +2.14 .35
11 12.74 +0.79 .06
12 24.21 +1.73 .24
8 36.99 +2.72 .25
9 1683.61 +37.49 1.64
14 36.84 +3.36 .29
9 22.22 +1.14 .23
21 29.53 +1.53 .18
8 36.88 +2.04 .45
62 21.13 +0.26 .13
18 9.00 +0.04 .16
12 20.76 +0.71 .26
14 27.02 +0.78 .06
11 27.77 +1.78 .47
10 33.29 +1.73 .35
11 32.88 +2.54 .23
dd 9.69 +0.44 .07
24 225.46 –33.41 ...
11 53.62 +3.21 .34
10 20.42 +1.02 .20
47 17.56 –0.86 ...
22 17.00 +0.29 ...
20 104.88 –1.42 .35
75 152.37 –0.40 .25
20 108.97 –6.37 ...
dd 1.21 –0.03 ...
dd 44.10 +2.58 ...
9 23.65 +0.84 .20
13 29.49 –1.17 ...
11 31.06 –0.93 .15
dd 17.34 –2.15 ...
13 13.15 +1.25 .22
dd 16.39 +0.13 ...
dd 11.15 +0.04 ...
23 10.70 +0.12 ...
dd
.24 –0.01 ...
dd 5.75 +0.45 ...
46 60.53 +2.58 ...
cc 17.08 +0.23 ...
39 60.27 +1.71 ...
dd 23.34 +0.19 ...
dd 19.04 –1.14 .24
dd 1.44 –0.04 ...
29 21.52 –0.32 ...
dd 20.99 –1.95 ...
11 34.37 –0.09 .26
10 32.02 –0.04 .26
27 48.19 –2.95 ...
dd 4.27 –0.24 ...
24 96.32 –1.02 .25
dd 3.49 –0.15 ...
27 9.11 –0.02 ...
cc 129.39 –1.07 ...
dd 12.69 +0.18 ...
15 33.79 –1.71 ...
cc 26.18 +0.82 ...
dd 4.93 –0.23 ...
dd
.64 –0.04 ...
dd 6.20 –0.48 ...
dd 19.62 –0.65 ...
11 16.98 +0.72 .17
4
.95 –0.04 ...
dd 9.76 –0.46 ...
...
.88 –0.06 ...
July 1, 2024
D ATA
52-Week
High
Low
Name
81.86 39.05 Futu
12.20 10.68 FutureTechIIA
BARRON’S
NASDAQ ISSUES
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
FUTU ... 17 65.61 –2.33
FTII ... 55 11.04 –0.03
...
...
G
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
41
10.20 7.25 GCM Grosvenor GCMG 4.5
7.40 1.90 GDEV
GDEV ...
14.24 5.01 GDS Holdings
GDS ...
94.50 62.35 GE HealthCare GEHC .2
20.50 5.61 GEN Restaurant GENK ...
14.99 5.05 GH Research
GHRS ...
35.68 18.47 G-IIIApparel
GIII
...
6.14 1.08 G1Therapeutics GTHX ...
23.36 12.51 GRAIL
GRAL ...
88.85 59.00 GRAVITY
GRVY ...
9.66 0.56 GRIID Infr
GRDI ...
6.86 1.88 GSI Tech
GSIT ...
5.02 2.11 Gaia
GAIA ...
5.33 1.20 GainTherap
GANX ...
44.25 24.78 Galapagos
GLPG ...
14.83 7.52 Gambling.com GAMB ...
50.06 41.80 Gaming&Leisure GLPI 6.7
10.16 6.43 GarrettMotion GTX ...
17.10 10.24 Gauzy
GAUZ ...
25.62 16.38 GenDigital
GEN 2.0
29.11 1.16 GeneDx
WGS ...
11.41 10.48 GenAsia I A
GAQ ...
6.98 0.86 GenerationBio GBIO ...
6.05 2.89 Genfit
GNFT ...
42.72 24.94 Genmab
GMAB ...
37.58 27.86 Gentex
GNTX 1.4
66.54 38.21 Gentherm
THRM ...
17.09 7.22 GeospaceTech GEOS ...
35.67 24.85 GermanAmBncp GABC 3.1
5.34 1.64 Geron
GERN ...
87.40 59.11 GibraltarInds
ROCK ...
45.18 6.70 GigaCloudTech GCT ...
7.16 4.31 GilatSatellite
GILT ...
87.87 62.07 GileadSciences GILD 4.5
78.53 40.19 GitLab
GTLB ...
23.34 18.40 GladstoneCap
GLAD 8.5
15.04 11.40 GladstoneComm GOOD 8.4
14.96 12.14 GladstoneInvt GAIN 6.9
17.44 12.31 GladstoneLand LAND 4.1
12.00 10.37 GlblBlockchain GBBK ...
0.28 0.01 GlbBlockchainRt GBBKR ...
45.72 27.30 Global-EOnline GLBE ...
10.42 10.04 GlobalLightsAcqn GLAC ...
0.42 0.15 GlobalLightsAcqnRt GLACR ...
14.98 10.91 GlobalStarAcqn GLSTU ...
12.31 10.41 GlobalStarA
GLST ...
0.18 0.02 GlobalStarRt
GLSTR ...
13.43 9.34 GlobalWaterRscs GWRS 2.5
68.57 45.52 GlobalFoundries GFS ...
3.53 0.24 GlycoMimetics GLYC ...
17.94 7.53 Gogo
GOGO ...
3.55 1.21 Gogoro
GGR ...
31.77 19.70 GolarLNG
GLNG 3.2
47.50 28.20 GoldenEnt
GDEN 3.2
15.77 6.89 GoldenOcean
GOGL 5.8
11.21 8.80 GoldenStarAcqn GODN ...
1.00 0.14 GoldenStarAcqnRt GODNR ...
17.72 13.24 GolubCapital
GBDC 9.9
9.37 4.14 GoodRx
GDRX ...
16.51 10.92 Goodyear
GT
...
92.76 50.47 GooseheadIns
GSHD ...
4.45 1.28 GoPro
GPRO ...
11.10 10.23 GoresIX A
GHIX ...
1.88 0.45 GossamerBio
GOSS ...
3.92 2.90 Grab
GRAB ...
156.56 101.04 GrandCanyonEduc LOPE ...
14.00 3.40 GraphjetTech
GTI
...
11.82 7.65 GreatElmCap
GECC13.1
2.20 1.59 GreatElm
GEG ...
9.78 6.12 GreatLakesDredge GLDD ...
61.94 45.66 GreatSouthernBncp GSBC 2.9
36.02 14.40 GreenPlains
GPRE ...
9.26 2.17 GreenidgeGen GREE ...
13.61 9.94 GreenlightCapRe GLRE ...
12.15 5.30 Grifols
GRFS ...
14.90 7.35 GrindrodShipping GRIN .9
3.33 0.62 Gritstone
GRTS ...
36.54 19.73 GroceryOutlet GO
...
19.56 5.82 Groupon
GRPN ...
100.21 50.23 GrAeroportuario OMAB ...
41.06 15.81 GuardantHealth GH
...
7.93 3.13 GulfIslandFab
GIFI ...
2.63 0.85 GulfResources GURE ...
dd 9.76 +0.07 .11
11 2.86 +0.26 ...
dd 9.29 +0.52 ...
23 77.92 –1.25 .03
37 9.06 –0.57 ...
dd 11.66 –0.14 ...
7 27.07 –0.78 ...
dd 2.28 –0.20 ...
... 15.37 –1.85 ...
6 80.75 –3.59 ...
... 1.06 –0.14 ...
dd 2.65 –0.08 ...
dd 4.41 –0.40 ...
dd 1.28 –0.01 ...
dd 24.78 –0.97 ...
17 8.22 +0.21 ...
17 45.21 +0.84 .76
dd 8.59 +0.24 ...
dd 12.02 –1.12 ...
26 24.98 +0.76 .125
dd 26.14 –1.32 ...
42 11.25
... ...
dd 2.82 +0.07 ...
dd 3.61 –0.27 ...
21 25.13 –0.90 ...
18 33.71 –0.02 .12
34 49.32 –1.73 ...
8 8.98 +0.08 ...
12 35.35 +2.39 .27
dd 4.24 –0.41 ...
18 68.55 –1.15 ...
12 30.42 +1.09 ...
11 4.47 –0.13 ...
cc 68.61 –2.06 .77
dd 49.72 +5.90 ...
7 23.27 +0.78 .165
dd 14.27 +0.39 .10
6 13.98 +0.10 .08
cc 13.69 +0.51.0466
cc 11.00 –0.15 ...
...
.06
... ...
dd 36.27 +5.06 ...
dd 10.31 –0.03 ...
...
.21 +0.01 ...
... 11.31 –0.54 ...
cc 11.12 +0.08 ...
...
.13 –0.03 ...
47 12.10 +0.10.0251
31 50.56 –0.54 ...
dd
.28 +0.02 ...
8 9.62 +0.39 ...
dd 1.54 +0.14 ...
30 31.35 +2.47 .25
3 31.11 +0.52 .25
15 13.80 +0.29 .30
52 10.81 +0.01 ...
...
.36 +0.11 ...
8 15.71 +0.19 .05
dd 7.80 +0.07 ...
dd 11.35 +0.07 ...
92 57.44 +1.25 ...
dd 1.42 +0.05 ...
dd 10.57 –0.07 ...
dd
.90 +0.25 ...
dd 3.55 +0.01 ...
20 139.91 +4.34 ...
cc 4.89 +0.09 ...
5 10.68 +0.60 .35
dd 1.80 +0.06 ...
16 8.78 –0.04 ...
11 55.61 +3.17 .40
dd 15.86 +0.86 ...
dd 2.69 –0.07 ...
4 13.10 +0.14 ...
25 6.31 –0.70 ...
dd 13.80 –0.051.016
dd
.62 –0.10 ...
35 22.12 +0.90 ...
dd 15.30 +0.45 ...
11 67.65 –0.98 ...
dd 28.88 –0.68 ...
dd 6.07 –0.13 ...
dd 1.03 –0.26 ...
H
66.18 38.06 H&E Equipment HEES 2.5
21.87 17.42 HBT Finl
HBT 3.7
2.32 0.61 HCW Biologics HCWB ...
24.95 17.60 HMN Fin
HMNF 1.5
21.92 11.51 Hutchmed
HCM ...
15.04 0.75 HWH Intl
HWH ...
48.84 30.20 H World
HTHT 1.8
26.69 20.23 HackettGroup
HCKT 2.0
13.24 5.69 HainCelestial
HAIN ...
53.00 32.83 HalozymeTherap HALO ...
130.97 76.47 HamiltonLane HLNE 1.6
49.65 32.16 HancockWhitney HWC 3.3
20.31 13.87 HanmiFinancial HAFC 6.0
18.86 13.62 HanoverBancorp HNVR 2.4
9 44.17 +0.65 .275
9 20.42 +1.75 .19
dd
.65 –0.08 ...
18 22.89 +1.50 .10
30 17.12 –0.81 ...
16 1.02 –0.11 ...
21 33.32 –0.35 .31
17 21.72 +0.06 .11
dd 6.91 –0.13 ...
22 52.36 +0.81 ...
34 123.58 +6.05 .49
11 47.83 +2.83 .40
7 16.72 +1.36 .25
9 16.50 –0.40 .10
52-Week
High
Low
Name
B A R R ON S .C OM / D ATA
Tick
Sym Yld P/E
12.44 8.65 HarborOneBncp HONE 2.9
16.45 8.80 Harmonic
HLIT ...
39.27 18.61 HarmonyBio
HRMY ...
22.63 7.60 Harrow
HROW ...
8.21 5.01 Harte-Hanks
HHS ...
5.88 2.75 HarvardBioSci HBIO ...
73.58 42.66 Hasbro
HAS 4.8
34.05 18.91 HashiCorp
HCP ...
...
14.89 3.70 HawaiianHoldings HA
HWKN .7
91.16 45.37 Hawkins
26.00 15.02 HawthornBcsh HWBK 3.8
60.86 41.15 HaynesIntl
HAYN 1.5
14.37 5.45 HealthCatalyst HCAT ...
15.14 8.75 HealthcareSvcs HCSG ...
87.72 61.32 HealthEquity
HQY ...
29.12 20.47 HealthStream HSTM .5
17.08 9.63 HeartlandExp
HTLD .6
45.99 26.44 HeartlandFinUSA HTLF 2.7
36.36 22.52 Heidrick&Strug HSII 1.9
143.68 87.50 HelenofTroy
HELE ...
HLXB ...
10.83 10.03 HelixAcqnIIA
11.12 4.79 HelloGroup
MOMO .0
8.00 6.33 HennessyAdvsrs HNNA 7.7
11.47 10.25 HennessyCapVI HCVI ...
82.63 60.01 HenrySchein
HSIC ...
10.22 7.66 HeritageCommerce HTBK 6.0
HFWA 5.1
22.55 15.50 HeritageFin
19.36 2.91 HertzGlobal
HTZ ...
13.98 3.28 Hesai
HSAI ...
87.39 34.96 Hibbett
HIBB 1.1
10.06 1.96 HighestPerf
HPH ...
18.42 10.58 HighPeakEner HPK 1.1
HLVX ...
20.22 9.94 HilleVax
HLMN ...
10.85 6.02 HillmanSolns
8.73 4.80 HimaxTechs
HIMX 3.5
229.99 147.01 HinghamSvg
HIFS 1.4
21.50 1.12 HoldcoNuvo
NUVO ...
27.26 16.25 HollysysAuto
HOLI ...
HOLX ...
82.45 64.02 Hologic
HBCP 2.5
44.00 31.47 HomeBancorp
HMST 3.5
15.82 4.20 HomeStreet
30.99 19.37 HomeTrustBcshs HTBI 1.5
HNST ...
4.89 1.06 Honest
218.36 174.88 Honeywell
HON 2.0
27.15 13.21 HookerFurnishings HOFT 6.4
12.51 8.14 HopeBancorp
HOPE 5.2
14.71 9.22 HorizonBancorp HBNC 5.2
11.04 10.43 HorizonSpaceI HSPO ...
0.22 0.04 HorizonSpaceI Rt HSPOR ...
13.73 10.75 HorizonTechFin HRZN11.0
21.31 14.92 HostHotels
HST 4.4
9.40 0.68 HubCyberSecurity HUBC ...
47.59 31.73 HubGroup
HUBG 1.2
HUDA ...
23.30 10.37 HudsonAcqnI
2.50 0.10 HudsonAcqnIRt HUDAR ...
HSON ...
24.00 13.38 HudsonGlobal
1.39 0.43 HuizeHolding
HUIZ ...
HUMA ...
9.97 1.96 Humacyte
219.51 153.12 JBHunt
JBHT 1.1
14.30 9.25 HuntingtonBcshs HBAN 4.7
28.20 15.10 Hurco
HURC .0
113.31 77.99 HuronConsulting HURN ...
22.75 6.18 Hut8
HUT ...
1.64 0.69 Hydrofarm
HYFM ...
HYPR ...
3.28 0.76 Hyperfine
7.50 0.32 Hywin
HYW ...
HYZN ...
2.17 0.32 HyzonMotors
Last
Div
Chg. Amt.
Name
Tick
Sym Yld P/E
67.36 50.27 Incyte
INCY ...
68.75 44.27 IndependentBank INDB 4.5
27.88 16.45 IndepBankMI
IBCP 3.6
53.25 34.30 IndependentBank IBTX 3.3
24.90 14.38 Indivior
INDV ...
4.88 2.22 IndlLogistics
ILPT 1.1
6.62 2.82 Infinera
INFN ...
4.55 1.14 InflaRx
IFRX ...
11.00 10.07 InflectionPtIIA IPXX ...
5.49 2.92 InfoSvcs
III
6.1
89.59 67.10 InglesMarkets IMKTA 1.0
18.95 12.95 InhibrxBiosci
INBX ...
48.25 16.72 InMode
INMD ...
3.29 1.81 InnatePharma IPHA ...
16.78 5.46 Innodata
INOD ...
133.71 95.70 Innospec
IOSP 1.2
7.76 3.52 InnovAge
INNV ...
9.00 4.91 InnovSolSuprt ISSC ...
16.86 12.22 Innoviva
INVA ...
11.96 4.13 Inogen
INGN ...
7.80 2.69 InozymePharma INZY ...
11.17 1.62 Inseego
INSG ...
11.99 10.40 InsightAcqnA
INAQ ...
212.44 131.59 InsightEnt
NSIT ...
70.65 19.74 Insmed
INSM ...
25.00 3.15 Inspirato
ISPO ...
295.00 125.82 Insulet
PODD ...
45.43 30.36 Intapp
INTA ...
46.75 22.36 IntegraLifeSci IART ...
20.88 7.98 IntegralAd
IAS
...
51.28 29.73 Intel
INTC 1.6
46.50 19.37 IntelliaTherap NTLA ...
4.46 1.56 Intellicheck
IDN ...
6.78 2.85 Inter
INTR .5
156.75 108.39 InterParfums
IPAR 2.6
129.19 72.60 InteractiveBrkrs IBKR .8
3.72 0.99 Intercure
INCR ...
119.86 74.65 InterDigital
IDCC 1.4
18.47 8.26 Interface
TILE .3
61.46 41.96 IntlBcshs
IBOC 2.3
4.57 3.07 Intevac
IVAC ...
84.89 45.50 Intra-Cellular
ITCI ...
676.62 444.19 Intuit
INTU .5
13.25 2.09 IntuitiveMachinesA LUNR ...
447.11 254.85 IntuitiveSurgical ISRG ...
4.75 2.52 Inventiva
IVA ...
25.24 25.07 InvscBS32HYCpBd BSJW ...
17.99 9.07 Investar
ISTR 2.6
4.50 2.98 InvestcpCredit ICMB14.3
12.16 10.66 InvestcorpEur I A IVCB ...
11.90 10.67 InvestcorpIndiaA IVCA ...
192.84 127.71 InvestorsTitle ITIC 1.0
5.20 1.05 Invivyd
IVVD ...
54.44 35.95 IonisPharm
IONS ...
18.33 3.21 IovanceBiotherap IOVA ...
6.47 3.06 iQIYI
IQ
...
50.85 36.12 iRadimed
IRMD 1.4
124.12 70.24 iRhythmTechs IRTC ...
3.65 1.31 Iridex
IRIX ...
62.40 24.14 IridiumComm
IRDM 2.0
14.95 2.79 IrisEnergy
IREN ...
51.49 6.48 iRobot
IRBT ...
10.09 9.97 IronHorseAcqns IROH ...
0.30 0.18 IronHorseAcqnsRt IROHR ...
15.70 5.47 IronwoodPharm IRWD ...
11.51 10.39 IsraelAcqns
ISRL ...
18.75 8.20 iTeosTherap
ITOS ...
111.00 56.11 Itron
ITRI ...
31.01 22.36 IturanLocation ITRN 6.3
dd 46.85 –0.34 ...
...
.08 –0.03 ...
11 16.18 –0.01 ...
30 148.46 +8.02 .14
dd 118.75 +2.65 ...
dd 35.11 –1.88 ...
47 487.20 –8.53 ...
20 139.33 +7.11 ...
dd 6.87 –0.43 ...
dd 1.67 –0.01 ...
dd
.85 –0.04 ...
dd 1.17 –0.02 ...
22 84.39 +1.04 ...
cc 22.08 +2.57 ...
39 11.40 +0.01 ...
dd 16.48 +0.80 1.00
dd 38.55 +1.93 ...
dd 1.28 +0.03 ...
38 313.47 –5.31 ...
dd 1.09 +0.09 ...
dd 1.65 –0.07 ...
dd 104.38 –1.13 ...
7 9.41 –0.87.045
dd 1.28 –0.15 ...
dd 1.11
... ...
dd 6.32 –0.94 ...
dd 33.89 –2.04 ...
dd 1.01
... ...
dd 26.40 –0.92 ...
dd 2.01 –0.73 ...
dd 156.77 +7.78 ...
dd 48.15 +2.15 ...
... 2.94 –0.56 ...
J
I
69.85 41.39 IAC
IAC
...
0.59 0.06 IB Acqn Rt
IBACR ...
21.61 11.45 IBEX
IBEX ...
158.00 114.51 ICF Intl
ICFI .4
182.62 78.28 ICU Medical
ICUI ...
47.74 20.90 IDEAYA Bio
IDYA ...
583.39 372.50 IdexxLab
IDXX ...
184.38 53.00 IES Holdings
IESC ...
IGMS ...
17.70 3.81 IGM Biosci
IMAB ...
3.17 1.16 I-Mab
2.48 0.65 IN8bio
INAB ...
2.18 0.82 IO Biotech
IOBT ...
141.85 80.27 IPG Photonics
IPGP ...
25.70 17.54 i3Verticals
IIIV
...
12.15 10.56 IXAcqnA
IXAQ ...
36.00 15.00 IcahnEnterprises IEP 24.3
46.43 22.26 Ichor
ICHR ...
4.01 1.03 iClickInteract
ICLK ...
344.77 221.20 Icon
ICLR ...
4.74 0.81 iHeartMedia
IHRT ...
6.94 1.02 IkenaOncology IKNA ...
190.13 86.49 Illumina
ILMN ...
11.04 5.94 Immersion
IMMR 1.8
IMRX ...
11.06 1.28 Immuneering
3.11 0.95 Immunic
IMUX ...
10.53 1.25 ImmunityBio
IBRX ...
76.98 33.05 Immunocore
IMCR ...
3.10 0.94 ImmunoPrecise IPA
...
IMVT ...
45.58 18.16 Immunovant
3.34 1.58 Immutep
IMMP ...
175.41 48.39 Impinj
PI
...
71.85 36.73 InariMedical
NARI ...
12.68 0.80 IncannexHealthcare IXHL ...
52-Week
High
Low
30 11.13 +0.82 .08
19 11.77 +0.26 ...
13 30.17 +0.04 ...
dd 20.89 –0.11 ...
dd 8.12 +0.40 ...
dd 2.85 +0.03 ...
dd 58.50 –3.76 .70
dd 33.69 +0.28 ...
dd 12.43 –0.21 ...
25 91.00 +3.01 .16
65 19.80 –0.21 .19
20 58.70 +0.45 .22
dd 6.39 +0.26 ...
19 10.58 +0.41 ...
94 86.20 +2.56 ...
48 27.90 +0.20.028
dd 12.33 +0.47 .02
27 44.45 +2.07 .30
12 31.58 –2.56 .15
13 92.74 –6.11 ...
... 10.22 +0.02 ...
6 6.12 –0.05 .52
10 7.12 –0.28.1375
dd 10.55 +0.01 ...
22 64.10 –3.16 ...
10 8.70 +0.76 .13
13 18.03 +1.16 .23
6 3.53 –0.54 ...
dd 4.19 –0.03 ...
11 87.21 +0.33 .25
dd 6.68 –1.52 ...
11 14.06 –0.02 .04
dd 14.46 +1.39 ...
dd 8.85 +0.20 ...
29 7.94 –0.27 .29
16 178.88 +13.87 .63
dd 1.20 –0.24 ...
18 21.64 +0.06 ...
38 74.25 +1.18 ...
8 40.01 +2.66 .25
dd 11.40 +0.44 .10
9 30.03 +2.27 .11
dd 2.92 +0.44 ...
25 213.54 –1.55 1.08
39 14.48 +0.97 .23
11 10.74 +0.54 .14
23 12.37 +0.62 .16
33 11.04 +0.03 ...
...
.09 –0.03 ...
dd 12.04 +0.32 .11
18 17.98 –0.35 .20
...
.82 –0.01 ...
13 43.05
... .125
dd 13.50 +0.20 ...
...
.23 –0.03 ...
dd 16.61 –0.45 ...
6 1.01
... ...
dd 4.80 –0.37 ...
25 160.00 +3.82 .43
12 13.18 +0.55 .155
dd 15.26 –0.76 .16
28 98.50 +0.34 ...
9 14.99 +2.64 ...
dd
.69 –0.05 ...
dd
.85 +0.02 ...
...
.37 –0.04 ...
dd
.32 –0.06 ...
JAKK ...
36.84 15.30 JakksPacific
177.71 133.23 J&JSnackFoods JJSF 1.8
41.95 20.82 JD.com
JD 2.9
29.95 0.45 J-Long
JL
.0
43.20 27.88 Joyy
YY 4.0
178.37 136.57 JackHenry
JKHY 1.3
99.56 49.33 JackintheBox
JACK 3.5
19.07 6.35 JamesRiver
JRVR 2.6
22.89 14.68 JamfHolding
JAMF ...
65.60 5.65 JanuxTherap
JANX ...
146.70 103.01 JazzPharm
JAZZ ...
17.50 0.32 Jet.AI
JTAI ...
9.45 3.42 JetBlue
JBLU ...
48.81 21.38 JFrog
FROG ...
3.27 0.86 JianzhiEduc
JZ
...
7.57 4.45 Jiayin
JFIN 12.3
62.17 33.17 JohnsonOutdoors JOUT 3.8
Last
Div
Chg. Amt.
18 60.62 –2.60 ...
10 50.72 +4.29 .57
9 27.00 +3.12 .24
18 45.52 +2.38 .38
cc 16.12 –0.67 ...
dd 3.68 +0.25 .01
dd 6.09 +0.93 ...
dd 1.74 +0.20 ...
34 10.60 +0.03 ...
dd 2.94 –0.07.045
7 68.61 –0.83 .165
... 14.17 –0.97 ...
9 18.24 +0.07 ...
dd 1.94 –0.20 ...
cc 14.83 +1.49 ...
21 123.59 +0.35 .76
dd 4.96 +0.21 ...
17 6.00 –0.34 ...
7 16.40 +0.50 ...
dd 8.13 –0.02 ...
dd 4.46 +0.01 ...
dd 10.66 +1.11 ...
dd 11.37 +0.09 ...
25 198.36 –3.41 ...
dd 67.00 –0.99 ...
dd 3.50 –0.12 ...
61 201.80 –2.30 ...
dd 36.67 +2.47 ...
57 29.14 –0.37 ...
cc 9.72 –0.05 ...
32 30.97 –0.12 .125
dd 22.38 –1.84 ...
dd 3.42 –0.02 ...
26 6.15 +0.37 .03
27 116.03 +3.52 .75
21 122.60 +2.42 .25
... 2.01 –0.12 ...
17 116.56 –1.03 .40
15 14.68 +0.01 .01
9 57.21 +2.18 .66
dd 3.86 –0.05 ...
dd 68.49 –8.09 ...
61 657.21 +25.06 .90
12 3.30 –0.36 ...
80 444.85 +12.29 ...
dd 2.99 +0.32 ...
... 25.16 –0.07 ...
9 15.40 +0.77 .10
dd 3.36 +0.02 .03
51 11.35
... ...
37 11.35 +0.03 ...
14 180.13 +6.82 .46
dd 1.10 –0.14 ...
dd 47.66 +5.83 ...
dd 8.02 +0.01 ...
13 3.67 –0.19 ...
31 43.94 +1.04 .15
dd 107.64 +4.62 ...
dd 2.16 +0.04 ...
cc 26.62 +1.55 .14
... 11.29 –1.99 ...
dd 9.11 +0.01 ...
... 10.06
... ...
...
.26 +0.03 ...
dd 6.52 +0.43 ...
38 11.00
... ...
dd 14.84 +0.04 ...
28 98.96 –0.16 ...
10 24.64 –0.40 .39
6 17.91 +0.29 ...
37 162.37 –4.44 .735
12 25.84 –2.26 .76
...
.52 +0.05 .19
6 30.09 +0.85 .20
32 166.02 –0.72 .55
9 50.94 +0.77 .44
dd 7.73 +0.35 .05
dd 16.50 +1.44 ...
dd 41.89 +0.93 ...
23 106.73 –1.24 ...
dd
.34 –0.10 ...
dd 6.09 +0.35 ...
dd 37.55 +3.75 ...
dd
.87 –0.29 ...
2 6.18
... .40
75 34.98 +1.03 .33
K
876.55 440.15 KLA
KLAC .7
13.42 4.18 KLX Energy
KLXE ...
9.37 4.30 KVH Inds
KVHI ...
102.42 53.67 KaiserAlum
KALU 3.5
2.27 0.76 Kaltura
KLTR ...
16.88 7.21 KalVistaPharm KALV ...
6.53 4.08 Kamada
KMDA ...
4.08 1.76 KandiTech
KNDI ...
22.74 12.57 Kanzhun
BZ
.0
30.94 16.90 KaratPkg
KRT 3.2
1.95 0.62 KaryopharmTherap KPTI ...
136.39 81.40 Kaspi.kz
KSPI 5.4
24.76 8.26 Katapult
KPLT ...
43 824.51 +7.96 1.45
dd 4.95 +0.50 ...
dd 4.65 +0.15 ...
25 87.90 –0.73 .77
dd 1.20 –0.06 ...
dd 11.78 +0.04 ...
22 4.96 +0.18 ...
cc 2.19 +0.36 ...
46 18.81 –1.19 .18
20 29.58 +0.83 .35
dd
.87 –0.11 ...
13 129.01 –0.451.8954
dd 16.81 +0.33 ...
52-Week
High
Low
Name
Tick
Sym Yld P/E
9.46 5.28 KearnyFinancial KRNY 7.2
10.99 10.14 KeenVisionAcqn KVAC ...
25.27 16.80 KellyServices A KELYA 1.4
25.00 17.23 KellyServicesB KELYB 1.4
6.56 3.12 KY FirstFedBncp KFFB .0
73.00 27.02 KerosTherap
KROS ...
35.00 27.66 KeurigDrPepper KDP 2.6
KEQU ...
47.36 14.56 KewauneeSci
KTCC ...
6.24 3.69 KeyTronic
31.43 19.62 KimballElec
KE
...
7.42 2.34 KingsoftCloud KC
...
22.09 13.56 KiniksaPharm
KNSA ...
3.88 1.40 Kirkland's
KIRK ...
7.84 1.37 KodiakSciences KOD ...
31.94 13.29 KornitDigital
KRNT ...
38.96 30.68 KraftHeinz
KHC 5.0
22.78 13.13 KratosDefense KTOS ...
DNUT 1.3
17.84 9.99 KrispyKreme
2.29 0.69 KronosBio
KRON ...
60.20 40.20 Kulicke&Soffa KLIC 1.6
KURA ...
24.17 7.41 KuraOncology
122.81 51.02 KuraSushiUSA KRUS ...
45.31 9.60 KymeraTherap KYMR ...
35.06 6.75 KyvernaTherap KYTX ...
Last
Div
Chg. Amt.
25 6.15 +0.65 .11
43 10.58 +0.02 ...
15 21.41 –0.56 .075
15 21.60 +0.30 .075
dd 3.16 –0.05 .10
dd 45.70 –0.74 ...
22 33.40 –0.98 .215
7 47.20 +10.87 ...
cc 4.05 +0.33 ...
17 21.98 +0.28 ...
dd 2.51 –0.08 ...
cc 18.67 +0.06 ...
dd 1.63 –0.17 ...
dd 2.35 –0.29 ...
dd 14.64 +0.07 ...
14 32.22 –0.73 .40
dd 20.01 –0.64 ...
dd 10.76 –0.51 .035
dd 1.24 +0.16 ...
dd 49.19 +2.48 .20
dd 20.59 –0.35 ...
cc 63.09 –24.94 ...
dd 29.85 –2.14 ...
... 7.50 –0.23 ...
L
LVTX ...
6.47 1.13 LavaTherap
141.91 84.16 LGI Homes
LGIH ...
59.38 39.72 LKQ
LKQ 2.9
289.88 200.18 LPL Financial
LPLA .4
LYTS 1.4
16.97 11.44 LSI Inds
13.15 9.51 LakeShoreBancorp LSBK .0
LKFN 3.1
73.22 44.47 LakelandFin
24.80 13.63 LakelandInds
LAKE .5
1101.81 574.42 LamResearch
LRCX .8
122.22 77.21 LamarAdv
LAMR 4.4
215.31 158.88 LancasterColony LANC 1.9
21.78 15.70 LandmarkBncp LARK 4.4
208.62 161.13 LandstarSystem LSTR .7
LNTH ...
91.81 50.20 Lantheus
8.70 1.41 LanzaTechGlobal LNZA ...
4.76 1.38 Largo
LGO ...
13.68 2.18 LarimarTherap LRMR ...
SWIM ...
4.77 2.04 Latham
98.30 51.96 LatticeSemi
LSCC ...
LAUR .0
16.60 11.65 LaureateEduc
9.00 4.75 Lavoro
LVRO ...
13.76 1.91 LeadRealEstate LRE ...
9.99 0.71 LeddarTech
LDTC ...
15.89 7.56 LeeEnterprises LEE ...
26.50 17.67 LegacyHousing LEGH ...
15.68 7.95 LegalZoom
LZ
...
77.32 38.60 LegendBiotech LEGN ...
84.15 44.27 LeMaitreVascular LMAT .8
TREE ...
52.76 10.12 LendingTree
26.63 15.75 LeonardoDRS
DRS ...
LSAK ...
5.33 3.00 LesakaTech
10.37 3.79 Leslie's
LESL ...
LXEO ...
22.33 9.00 LexeoTherap
3.73 0.92 LexiconPharm LXRX ...
3.01 1.56 LexinFintech
LX 9.7
47.33 17.75 LiAuto
LI
...
95.61 47.17 LibertyBroadbandA LBRDA ...
95.68 46.46 LibertyBroadbandC LBRDK ...
20.56 15.01 LibertyGlobalA LBTYA ...
21.83 16.03 LibertyGlobalC LBTYK ...
9.85 5.90 LibertyLatAmA LILA ...
9.74 5.95 LibertyLatAmC LILAK ...
70.21 55.08 LibertyFormOne A FWONA ...
LLYVA ...
43.24 29.48 LibertyLiveA
78.58 60.95 LibertyFormOne C FWONK ...
LLYVK ...
44.16 29.63 LibertyLiveC
31.69 20.13 LibertySirius A LSXMA ...
31.53 20.94 LibertySirius B LSXMB ...
31.67 20.05 LibertySirius C LSXMK ...
32.93 26.00 Life360
LIF
...
11.46 4.50 LifecoreBiomed LFCR ...
LFMD ...
12.88 3.31 LifeMD
9.53 4.64 LifeStanceHealth LFST ...
11.68 4.86 LifetimeBrands LCUT 2.0
28.61 5.77 LifewayFoods
LWAY ...
LGND ...
94.57 49.24 LigandPharm
108.90 62.16 Light&Wonder LNW ...
1.90 0.60 Lilium
LILM ...
LMNR 1.4
22.72 13.88 Limoneira
13.05 6.00 LincolnEduc
LINC ...
261.13 164.00 LincolnElectric LECO 1.5
477.71 358.37 Linde
LIN 1.3
12.84 6.83 LionsgateStudios LION ...
21.10 13.99 LiquiditySvcs
LQDT ...
309.94 212.80 Littelfuse
LFUS 1.0
64.47 42.75 LivaNova
LIVN ...
LPSN ...
6.41 0.45 LivePerson
6.51 0.31 LixiangEduc
LXEH ...
23.63 19.80 LoganRidgeFin LRFC 5.4
102.59 57.77 LogitechIntl
LOGI 1.2
28.15 3.60 LongboardPharm LBPH ...
4.70 2.03 LoopIndustries LOOP ...
13.00 0.83 Lottery.com
LTRY ...
17.99 5.50 LotusTech
LOT ...
29.81 14.18 Lovesac
LOVE ...
8.37 2.29 Lucid
LCID ...
dd 1.80 –0.06 ...
11 89.49 –0.54 ...
13 41.59 –0.07 .30
21 279.30 –0.34 .30
16 14.47 –0.24 .05
18 12.51 +0.21 .18
17 61.52 +2.35 .48
30 22.94 +0.05 .03
39 1064.85 +14.502.00
25 119.53 +2.22 1.30
39 188.97 +1.50 .90
9 19.20 –0.26 .21
28 184.48 +2.43 .33
12 80.29 +1.19 ...
dd 1.85 +0.14 ...
dd 1.85 –0.11 ...
dd 7.25 –0.88 ...
82 3.03 –0.59 ...
37 57.99 –0.57 ...
19 14.94 +0.96 .70
dd 5.43 +0.12 ...
9 2.21 –6.49 ...
dd
.80 –0.16 ...
dd 11.11 –1.13 ...
11 22.94 +0.11 ...
78 8.39 +0.13 ...
dd 44.29 +1.68 ...
55 82.28 +0.78 .16
dd 41.59 +1.81 ...
37 25.51 –0.49 ...
dd 4.68 –0.27 ...
52 4.19 –0.19 ...
dd 16.04 –0.16 ...
dd 1.68 –0.17 ...
2 1.65 –0.07 .066
12 17.88 +0.01 ...
9 54.60 +2.37 ...
9 54.82 +2.18 ...
dd 17.43 +0.19 ...
dd 17.85 +0.20 ...
dd 9.61 +0.61 ...
dd 9.62 +0.61 ...
49 64.23 –1.14 ...
... 37.51 +2.01 ...
55 71.84 –0.06 ...
... 38.27 +1.87 ...
9 22.15 +0.04 ...
9 21.79 +0.13 ...
9 22.16 +0.06 ...
dd 32.39 +1.18 ...
... 5.13 +0.11 ...
dd 6.86 –0.10 ...
dd 4.91 –0.38 ...
dd 8.59 –0.33.0425
15 12.77 +0.40 ...
16 84.26 +4.87 ...
43 104.88 +2.82 ...
dd
.79
... ...
dd 20.81 +0.85 .075
14 11.86 +1.41 ...
20 188.64 +0.73 .71
34 438.81 –3.94 1.39
55 8.06 +0.18 ...
31 19.98 +0.90 ...
29 255.59 –10.31 .65
dd 54.82 –1.34 ...
dd
.58 –0.05 ...
dd
.38 –0.04 ...
dd 22.40
... .33
25 96.88 +0.771.1805
dd 27.03 +6.22 ...
dd 2.09 –0.16 ...
dd
.94 –0.35 ...
dd 6.62 –0.20 ...
27 22.58 –0.68 ...
dd 2.61 +0.12 ...
52-Week
High
Low
Name
2.89 1.05 Lulu'sFashion
516.39 293.03 lululemon
60.99 35.35 Lumentum
8.32 1.21 LuminarTech
4.55 2.01 LumosPharma
3.41 1.18 LyellImmuno
20.82 8.85 Lyft
6.79 0.25 LyraTherap
Tick
Sym Yld P/E
LVLU
LULU
LITE
LAZR
LUMO
LYEL
LYFT
LYRA
...
...
...
...
...
...
...
...
Last
Div
Chg. Amt.
dd 1.85 +0.02
24 298.70 –13.12
dd 50.92 +2.26
dd 1.49 +0.08
dd 2.32 +0.09
dd 1.45 –0.60
dd 14.10 +0.65
dd
.28 +0.01
...
...
...
...
...
...
...
...
M
113.50 61.28 Macom Tech
MTSI ...
MGEE 2.3
83.27 61.94 MGE Energy
124.96 70.82 MGP Ingredients MGPI .6
139.20 63.44 MKS Instrum
MKSI .7
17.48 0.44 MSP Recovery LIFW ...
181.02 110.87 MYR Group
MYRG ...
14.63 8.31 Macatawa
MCBC 2.5
MGNX ...
21.88 3.14 Macrogenics
299.98 119.76 MadrigalPharm MDGL ...
13.62 8.15 MagicSoftware MGIC 4.2
15.73 6.28 Magnite
MGNI ...
12.00 9.00 MagyarBancorp MGYR 1.5
MMYT ...
89.83 25.76 MakeMyTrip
MBUU ...
60.72 31.47 MalibuBoats
5.75 2.94 MammothEnergy TUSK ...
266.94 182.97 ManhattanAssoc MANH ...
15.10 6.75 Mannatech
MTEX ...
MNKD ...
5.75 3.17 MannKind
42.95 22.13 Maplebear
CART ...
13.31 4.52 MaravaiLifeSci MRVI ...
MCHX ...
2.14 1.11 Marchex
23.45 18.13 Marex
MRX ...
11.26 1.10 MarinusPharm MRNS ...
297.97 192.42 MarketAxess
MKTX 1.5
MKTW 3.4
3.62 1.12 MarketWise
7.36 4.65 Marqeta
MQ
...
260.57 178.24 Marriott
MAR 1.0
11.75 10.36 MarsAcqn
MARX ...
23.38 15.33 MartenTransport MRTN 1.3
3.42 1.98 MartinMidstream MMLP .6
MRVL .3
85.76 46.07 MarvellTech
167.04 75.22 Masimo
MASI ...
31.70 18.01 MasterCraftBoat MCFT ...
MTCH ...
49.24 27.66 MatchGroup
9.50 4.70 Materialise
MTLS ...
13.90 5.50 MatrixService MTRX ...
22.64 16.08 Mattel
MAT ...
MTTR ...
4.99 1.73 Matterport
48.86 23.42 MatthewsIntl
MATW 3.8
MXCT ...
5.55 2.45 MaxCyte
MAXN ...
29.41 0.85 MaxeonSolar
35.09 13.43 MaxLinear
MXL ...
130.86 88.63 McGrathRent
MGRC 1.8
10.49 6.28 MedallionFinl
MFIN 5.2
MNOV ...
2.66 1.26 MediciNova
MDWD ...
19.86 7.10 MediWound
437.39 227.21 Medpace
MEDP ...
3.99 0.60 MeihuaIntlMed MHUA ...
MGTX ...
7.60 3.49 MeiraGTx
MLCO ...
13.91 6.10 MelcoResorts
1825.00 1063.02 MercadoLibre
MELI ...
42.82 26.95 MercantileBank MBWM 3.5
MERC 3.5
11.20 7.01 MercerIntl
40.95 25.31 MercurySystems MRCY ...
14.24 8.26 Meridian
MRBK 4.8
MMSI ...
86.44 62.58 MeritMedical
6.28 0.80 MersanaTherap MRSN ...
MRUS ...
61.61 19.81 Merus
145.46 82.86 MesaLabs
MLAB .7
MESO ...
10.24 1.61 Mesoblast
531.49 274.38 MetaPlatforms META .4
12.74 3.34 Metagenomi
MGX ...
11.50 10.60 MetalSkyStar
MSSA ...
MEOH 1.5
56.43 38.31 Methanex
26.84 17.22 MetroCityBkshs MCBS 3.0
100.57 68.75 MicrochipTech MCHP 2.0
157.54 60.50 MicronTech
MU
.3
456.17 309.45 Microsoft
MSFT .7
1999.99 307.11 MicroStrategy MSTR ...
2.91 0.30 Microvast
MVST ...
MVIS ...
4.76 0.86 MicroVision
25.64 18.63 MidPennBancorp MPB 3.6
16.36 12.35 MidCapFin
MFIC10.0
161.01 109.59 Middleby
MIDD ...
84.35 45.42 MiddlesexWater MSEX 2.5
28.47 19.61 MidlandStBncp MSBI 5.5
27.78 19.19 MidWestOneFin MOFG 4.3
3.86 1.22 MilestonePharm MIST ...
31.33 14.50 MillerKnoll
MLKN 2.8
25.60 14.46 MillicomIntl
TIGO ...
MNDO12.9
2.28 1.82 Mind CTI
12.22 2.41 MindMed
MNMD ...
17.44 5.85 MineralysTherap MLYS ...
35.56 23.14 MirumPharm
MIRM ...
13.00 8.19 MissionProduce AVO ...
45.10 23.49 Mobileye
MBLY ...
12.50 1.17 MobixLabs
MOBX ...
170.47 62.55 Moderna
MRNA ...
54.64 19.64 ModivCare
MODV ...
12.70 3.32 MolecularPtrs MOLN ...
75.40 56.25 MonarchCasino MCRI 1.8
249.00 122.13 monday.com
MNDY ...
cc 111.47 +5.70 ...
22 74.72 –0.82.4275
17 74.40 +0.33 .12
dd 130.58 –0.82 .22
dd
.46 –0.04 ...
26 135.71 –4.41 ...
12 14.60 +0.28 .09
dd 4.25 –0.12 ...
dd 280.16 +1.74 ...
13 9.63 –0.47.204
dd 13.29 +0.27 ...
10 11.24 –0.24 .05
45 84.10 +3.55 ...
dd 35.04 –0.41 ...
dd 3.28 +0.01 ...
80 246.68 +6.57 ...
dd 6.79 –0.03 ...
cc 5.22 +0.11 ...
dd 32.14 +0.63 ...
dd 7.16 –0.08 ...
dd 1.54 +0.09 ...
... 20.00 +0.53 ...
dd 1.17 –0.16 ...
29 200.53 +6.12 .74
23 1.16 –0.04 .01
dd 5.48 +0.21 ...
25 241.77 –1.76 .63
38 10.90 +0.11 ...
26 18.45 +0.83 .06
34 3.23 –0.08.005
dd 69.90 –1.99 .06
86 125.94 –5.23 ...
9 18.88 –0.44 ...
13 30.38 –0.63 ...
41 5.01 –0.02 ...
dd 9.93 –0.29 ...
20 16.26 –1.56 ...
dd 4.47 +0.44 ...
24 25.05 +0.06 .24
dd 3.92 –0.32 ...
dd
.85 –0.18 ...
dd 20.14 –0.02 ...
21 106.55 –0.83 .475
4 7.68 +0.20 .10
dd 1.44 +0.05 ...
dd 15.52 +2.06 ...
42 411.85 +7.82 ...
2
.85 +0.04 ...
dd 4.21 –0.19 ...
dd 7.46 –0.48 ...
74 1643.40 +43.35 ...
8 40.57 +3.70 .35
dd 8.54 –0.09 .075
dd 26.99 –1.25 ...
10 10.52 +0.32 .125
49 85.95 +3.74 ...
dd 2.01 –0.12 ...
dd 59.17 +4.33 ...
dd 86.77 –5.97 .16
... 6.81 –0.20 ...
29 504.22 +9.44 .50
... 4.08 +0.50 ...
44 11.35
... ...
20 48.26 –0.38 .185
13 26.40 +1.64 .20
26 91.50 –0.08 .452
dd 131.53 –8.01 .115
39 446.95 –2.83 .75
dd 1377.48 –106.28 ...
dd
.46 +0.02 ...
dd 1.06 +0.09 ...
9 21.95 +1.77 .20
9 15.14 +0.11 .38
17 122.61 –3.29 ...
26 52.26 +0.86 .325
9 22.65 +1.24 .31
16 22.49 +2.03.2425
dd 1.32 –0.06 ...
24 26.49 +0.89.1875
cc 24.55 +1.71 ...
7 1.86 –0.01 .24
dd 7.21 –0.15 ...
dd 11.70 –0.34 ...
dd 34.19 +2.14 ...
40 9.88 –0.04 ...
dd 28.09 +1.20 ...
dd 1.64 –0.18 ...
dd 118.75 –14.65 ...
dd 26.24 +0.37 ...
dd 7.23 –2.37 ...
16 68.13 –0.07 .30
cc 240.76 +15.79 ...
42
BARRON’S
D ATA
52-Week
High
Low
Name
NASDAQ ISSUES
Tick
Sym Yld P/E
9.30 1.92 Mondee
MOND ...
77.20 60.75 Mondelez
MDLZ 2.6
10.43 0.74 MoneyHero
MNY ...
509.62 214.74 MongoDB
MDB ...
856.30 392.10 MonolithicPower MPWR .6
43.65 22.35 Monro
MNRO 4.7
61.23 47.13 MonsterBev
MNST ...
8.84 2.44 MonteRosaTherap GLUE ...
12.47 10.46 MontereyCapA MCAC ...
0.30 0.01 MontereyCapRt MCACR ...
316.06 188.97 Morningstar
MORN .5
62.08 19.35 Morphic
MORF ...
19.50 4.18 MorphoSys
MOR ...
10.40 4.36 MotorcarParts MPAA ...
17.00 3.03 MuralOncology MURA ...
7.58 3.01 Mynaric
MYNA ...
25.95 13.82 MyriadGenetics MYGN ...
Last
Div
Chg. Amt.
dd 2.40 +0.22 ...
21 65.44 –1.07 .425
dd 1.89 –0.49 ...
dd 249.96 +22.41 ...
98 821.68 –4.49 1.25
21 23.86 +0.75 .28
31 49.95 +0.86 ...
dd 3.74 +0.11 ...
dd 11.30
... ...
...
.18 +0.02 ...
60 295.85 +4.58.405
dd 34.07 +5.60 ...
dd 18.20
... ...
dd 6.17 –0.52 ...
dd 3.14 –0.10 ...
dd 4.17 +0.16 ...
dd 24.46 +0.20 ...
N
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
July 1, 2024
53.59 17.76 Napco Security NSSC .8
43.77 30.31 NBT Bancorp
NBTB 3.3
270.73 149.54 NICE
NICE ...
NMIH ...
34.33 24.83 NMI Holdings
5.40 1.63 NN
NNBR ...
115.01 88.26 NV5Global
NVEE ...
286.87 167.21 NXP Semicon
NXPI 1.5
11.00 10.12 NaborsEnerIIA NETD ...
4.75 0.36 NanoLabs
NA
...
16.52 4.89 NanoXImaging NNOX ...
11.00 4.14 Nanobiotix
NBTX ...
64.25 46.88 Nasdaq
NDAQ 1.6
117.23 36.90 Natera
NTRA ...
82.00 61.35 Nathan's
NATH 3.0
55.12 42.85 NationalBeverage FIZZ .0
5.90 2.75 NatlCineMedia NCMI ...
47.25 22.75 NatlResearch
NRC 2.1
25.16 12.24 NationalVision EYE ...
498.99 403.17 NatlWesternLife NWLI .1
7.62 5.06 NaturalAlt
NAII ...
11.40 0.50 Nature'sMiracle NMHI ...
4.00 2.19 NautilusBiotech NAUT ...
19.69 13.96 Navient
NAVI 4.4
NVTS ...
11.17 3.48 NavitasSemi
30.99 18.46 Nayax
NYAX ...
37.48 27.13 nCino
NCNO ...
24.10 11.46 Neogen
NEOG ...
17.30 6.38 NerdWallet
NRDS ...
130.87 70.82 NetApp
NTAP 1.6
118.90 81.30 NetEase
NTES 2.7
689.88 344.73 Netflix
NFLX ...
NTGR ...
15.93 10.40 Netgear
31.42 17.10 NetScout
NTCT ...
21.00 8.33 NeumoraTherap NMRA ...
148.37 93.28 Neurocrine
NBIX ...
53.00 12.20 Neurogene
NGNE ...
STIM ...
5.07 1.03 Neuronetics
18.15 3.91 NeuroPace
NPCE ...
40.04 20.45 NewFortressEner NFE 1.8
13.23 12.12 NewMtnFin
NMFC10.5
14.73 10.48 NewProvidenceII A NPAB ...
10.63 5.65 NY Mortgage
NYMT13.7
26.35 5.63 NewAmstPharma NAMS ...
11.61 6.21 NewellBrands
NWL 4.4
17.24 0.64 NewGenIvf
NIVF ...
11.51 5.09 Newmark
NMRK 1.2
28.00 18.98 NewsCorp A
NWSA .7
28.92 19.20 NewsCorp B
NWS .7
19.36 10.07 NewtekOne
NEWT 5.9
187.32 132.30 NexstarMedia NXST 4.1
2.57 0.98 NextCure
NXTC ...
62.31 32.14 Nextracker
NXT ...
7.77 3.16 NexxenIntl
NEXN ...
7.55 4.37 NicholasFin
NICK ...
111.30 8.02 Nikola
NKLA ...
4.90 1.79 9F
JFU ...
12.51 4.85 908Devices
MASS ...
11.42 10.08 99Acqn
NNAG ...
NNAGR ...
0.29 0.12 99AcqnRt
4.55 1.57 NiuTech
NIU ...
16.24 1.28 Nkarta
NKTX ...
12.88 0.78 NKGenBiotech NKGN ...
LASR ...
15.74 8.13 nLIGHT
11.42 0.12 noco-noco
NCNC ...
3.98 1.11 Noodles
NDLS ...
279.38 208.91 Nordson
NDSN 1.2
62.30 39.17 NortheastBank NBN .1
19.63 10.08 NorthernTechsIntl NTIC 1.7
89.25 62.44 NorthernTrust NTRS 3.6
13.48 6.98 NorthfieldBanc NFBK 5.5
59.90 38.25 NorthrimBanCorp NRIM 4.2
0.19 0.03 NorthViewRt
NVACR ...
13.07 9.80 NorthwestBcshs NWBI 6.9
36.92 25.67 NorthwestPipe NWPX ...
58.38 45.97 NorthWesternEner NWE 5.2
34.50 23.50 NorwoodFin
NWFL 4.7
242.93 90.59 Nova
NVMI ...
187.61 111.20 Novanta
NOVT ...
23.86 3.53 Novavax
NVAX ...
42.69 10.87 Novocure
NVCR ...
3.10 1.40 Novonix
NVX ...
10.99 0.32 Nukkleus
NUKK ...
22.44 4.22 NurixTherap
NRIX ...
41 51.95 +1.50 .10
15 38.60 +2.40 .32
31 171.97 +7.30 ...
8 34.04 +0.91 ...
dd 3.00 +0.02 ...
37 92.97 +0.61 ...
25 269.09 –1.941.014
35 10.53 –0.02 ...
...
.44 +0.03 ...
dd 7.34 +0.36 ...
dd 5.00 +0.84 ...
32 60.26 +0.01 .24
dd 108.29 +1.18 ...
14 67.78 –0.42 .50
27 51.24 +2.55 3.25
1 4.39
... ...
19 22.95 –2.42 .12
dd 13.09 +0.09 ...
11 496.94 +1.80 .36
dd 6.02 –0.44 ...
2
.55 –0.07 ...
dd 2.34 –0.11 ...
9 14.56 +0.03 .16
dd 3.93 –0.24 ...
dd 21.80 –0.20 ...
dd 31.45 –0.24 ...
cc 15.63 –0.94 ...
dd 14.60 +0.74 ...
28 128.80 +1.16 .52
15 95.58 +5.85 .495
47 674.88 –11.24 ...
dd 15.30 +0.94 ...
dd 18.29 –0.73 ...
dd 9.83 +0.33 ...
38 137.67 +3.10 ...
dd 36.39 +5.38 ...
dd 1.80 –0.03 ...
dd 7.56 +0.88 ...
10 21.98 +0.51 .10
11 12.24 +0.01 .02
cc 12.51 +0.36 ...
dd 5.84 –0.40 .20
... 19.21 +1.19 ...
dd 6.41 –0.29 .07
dd
.98 –0.07 ...
48 10.23 +0.14 .03
76 27.57 +0.72 .10
78 28.39 +0.18 .10
8 12.57 +0.37 .19
14 166.01 +9.04 1.69
dd 1.59 –0.03 ...
15 46.88 –7.91 ...
dd 5.62 –0.51 ...
dd 6.57 –0.02 ...
dd 8.19 –2.53 ...
dd 1.88
... ...
dd 5.15 –0.19 ...
95 10.50 +0.01 ...
...
.27 –0.01 ...
dd 1.74 –0.10 ...
dd 5.91 +0.41 ...
dd 1.27 +0.08 ...
dd 10.93 –1.00 ...
3
.18 +0.01 ...
dd 1.58 –0.49 ...
28 231.94 +0.62 .68
8 60.86 +5.16 .01
35 16.56 +0.13 .07
19 83.98 +1.22 .75
13 9.48 +1.05 .13
11 57.64 +3.06 .61
...
.10
... ...
11 11.55 +0.66 .20
14 33.97 +0.71 ...
16 50.08 +0.96 .65
13 25.38 +0.43 .30
54 234.53 +5.63 ...
85 163.11 –4.25 ...
dd 12.66 –1.34 ...
dd 17.13 –1.94 ...
dd 1.79 –0.20 ...
dd
.39 –0.31 ...
dd 20.87 –0.43 ...
52-Week
High
Low
Name
73.69 26.85 Nutanix
89.39 38.78 Nuvalent
25.51 24.99 NuvPfd&Incm
37.41 13.32 Nuvei
140.76 39.23 NVIDIA
20.00 4.00 Nyxoah
B A R R ON S .C OM / D ATA
Tick
Sym Yld P/E
Last
Div
Chg. Amt.
NTNX ...
NUVL ...
NPFI 5.4
NVEI 1.2
NVDA .0
NYXH ...
dd 56.85 +3.45 ...
dd 75.86 –3.39 ...
... 25.45 +0.05.1325
dd 32.38 +0.43 .10
72 123.54 –3.03 .01
dd 6.97 –1.54 ...
56.00 24.12 OddityTech
ODD ...
58.98 37.24 ODP
ODP ...
111.35 59.34 ON Semi
ON
...
OPBK 5.0
11.49 8.18 OP Bancorp
2.24 0.85 OPKO Health
OPK ...
1169.11 860.10 OReillyAuto
ORLY ...
145.25 103.04 OSI Systems
OSIS ...
OCSL11.7
21.64 18.41 OaktreeSpec
OTLY ...
2.32 0.44 Oatly
OCFC 5.0
19.58 12.01 OceanFirstFin
11.31 2.00 OcularTherapeutix OCUL ...
14.50 9.05 Oculis
OCS ...
8.80 1.81 OfficePropIncm OPI 2.0
25.95 19.35 OhioValleyBanc OVBC 4.4
114.50 65.04 Okta
OKTA ...
OLPX ...
4.26 1.19 Olaplex
227.80 165.49 OldDomFreight ODFL .6
17.82 12.36 OldNatlBncp
ONB 3.3
OSBC 1.4
16.76 12.69 Old2ndBcp
OLMA ...
17.79 7.78 OlemaPharm
26.01 14.10 OlinkHolding
OLK ...
100.44 57.31 Ollie'sBargain OLLI ...
ZEUS 1.3
73.49 43.71 OlympicSteel
105.00 49.93 OmegaFlex
OFLX 2.7
6.30 1.30 OmegaTherap OMGA ...
OMER ...
5.84 0.92 Omeros
6.72 3.69 OmniAb
OABI ...
OMCL ...
75.07 25.45 Omnicell
11.42 5.98 1-800-FLOWERS FLWS ...
4.97 3.63 180DegreeCap TURN ...
3.36 0.97 111
YI
...
6.30 3.52 1stdibs.com
DIBS ...
ONMD ...
13.51 0.42 OneMedNet
39.15 20.07 OneWaterMarine ONEW ...
LPRO ...
11.73 4.57 OpenLending
OTEX 3.3
45.47 27.54 OpenText
5.41 1.68 OpendoorTech OPEN ...
OPRA 5.6
28.58 10.30 Opera
OPRT ...
7.73 2.05 OportunFin
4.40 1.60 Opthea
OPT ...
4.21 2.26 OpticalCable
OCC ...
OPTN ...
2.10 0.80 Optinose
OPCH ...
35.74 26.17 OptionCare
8.45 4.12 OraSureTechs OSUR ...
11.69 4.22 OrchestraBioMed OBIO ...
2.91 0.97 OrganiGram
OGI ...
16.65 5.27 OricPharm
ORIC ...
21.60 9.57 OrthofixMed
OFIX ...
45.96 23.10 OrthoPediatrics KIDS ...
OTTR 2.1
99.49 68.96 OtterTail
5.95 3.34 Outbrain
OB
...
22.45 1.92 OutsetMedical OM
...
4.14 0.68 OvidTherap
OVID ...
OXLC19.9
5.78 4.41 OxfordLane
OXSQ14.3
3.29 2.65 OxfordSquare
cc 39.26 –0.17 ...
19 39.27 +0.32 ...
14 68.55 +0.03 ...
7 9.59 +0.18 .12
dd 1.25 +0.03 ...
27 1056.06 –25.73 ...
19 137.52 +1.33 ...
14 18.81 –0.09 .55
dd
.94
... ...
9 15.89 +1.10 .20
dd 6.84 +0.59 ...
dd 11.95 +0.25 ...
dd 2.04 –0.22 .01
8 20.00 –0.75 .22
dd 93.61 +6.70 ...
21 1.54 –0.21 ...
31 176.60 +1.71 .26
9 17.19 +0.71 .14
8 14.81 +1.05 .05
dd 10.82 –0.81 ...
dd 25.48 –0.11 ...
31 98.17 –0.10 ...
12 44.83 –0.63 .15
27 51.28 –2.22 .34
dd 2.07 –0.36 ...
dd 4.06 +0.09 ...
dd 3.75 –0.24 ...
dd 27.07 –0.37 ...
dd 9.52 +0.29 ...
dd 3.79 +0.11 ...
dd 1.07 +0.03 ...
dd 4.49 –0.14 ...
dd
.98 –0.18 ...
dd 27.57 +0.27 ...
46 5.58 –0.21 ...
49 30.04 +0.35 .25
dd 1.84 –0.05 ...
7 14.04 –0.07 .40
dd 2.90 +0.05 ...
dd 1.93 –0.07 ...
dd 2.71 –0.01 ...
dd 1.04 –0.05 ...
18 27.70 –0.48 ...
14 4.26 –0.14 ...
dd 8.15 +1.83 ...
dd 1.54 +0.02 ...
dd 7.07 –0.16 ...
dd 13.26 +0.58 ...
dd 28.76 –0.48 ...
12 87.59 +1.34.4675
27 4.98 +0.30 ...
dd 3.85 –0.48 ...
dd
.77 –0.01 ...
5 5.42 +0.03 .09
15 2.94 –0.02 .035
O
PQ
27.44 13.51 PAM Transport PTSI ...
19.04 14.50 PCB Bancorp
PCB 4.4
CNXN .6
70.55 44.01 PCConnection
164.69 67.55 PDD
PDD ...
PDFS ...
48.02 26.12 PDF Solutions
PENN ...
29.38 13.50 PENN Entmt
PLBY ...
2.01 0.43 PLBY Group
PMVP ...
9.72 1.18 PMV Pharm
PRAA ...
31.43 11.85 PRA Group
PRCT ...
77.00 24.83 ProceptBio
194.24 134.61 PTC
PTC ...
PTCT ...
42.63 17.53 PTC Therap
125.50 80.91 Paccar
PCAR 1.2
PACB ...
14.55 1.25 PacBiosciCA
30.13 17.86 PacificPremBncp PPBI 5.7
PCRX ...
40.45 25.33 PaciraBioSci
15.84 7.14 PactivEvergreen PTVE 3.5
PDYN ...
3.25 0.40 PalladyneAI
380.84 201.17 PaloAltoNtwks PANW ...
PLMR ...
89.22 48.08 Palomar
PZZA 3.9
86.38 46.20 PapaJohn's
PARAA 1.1
26.34 13.40 ParamountA
PARA 1.9
17.50 9.54 ParamountB
PKOH 1.9
28.79 17.41 Park-Ohio
PASG ...
1.79 0.58 PassageBio
CASH .4
60.49 41.79 PathwardFinl
16.20 12.01 PatriaInvts
PAX 8.5
PLAO ...
11.97 10.73 PatriaLatAm
123.58 70.15 PatrickIndustries PATK 2.0
10.06 1.70 PatriotNatBncp PNBK ...
PDCO 4.3
34.53 22.29 Patterson
16.18 9.68 PattersonUTIEn PTEN 3.1
129.70 106.27 Paychex
PAYX 3.3
PYCR ...
27.51 10.92 PaycorHCM
230.52 131.00 Paylocity
PCTY ...
PAYO ...
6.48 4.22 Payoneer
76.54 50.25 PayPal
PYPL ...
31.49 20.30 PeapackGladFin PGC .9
29 17.37 +1.85 ...
9 16.28 +1.31 .18
21 64.20 –0.66 .10
18 132.95 –10.91 ...
cc 36.38 +0.60 ...
dd 19.36 –0.47 ...
dd
.78
... ...
dd 1.62 +0.01 ...
dd 19.66 –1.12 ...
dd 61.09 +1.17 ...
76 181.67 +4.46 ...
dd 30.58 –5.94 ...
11 102.94 –3.02 .30
dd 1.37 –0.10 ...
cc 22.97 +2.14 .33
21 28.61 –0.04 ...
dd 11.32 –0.23 .10
dd 1.60
... ...
49 339.01 +18.68 ...
23 81.15 +2.99 ...
21 46.98 –0.23 .46
dd 18.38 +1.51 .05
dd 10.39 +0.24 .05
29 25.89 +0.81 .125
dd
.79 –0.12 ...
8 56.57 +2.14 .05
15 12.06 +0.03 .175
28 11.44 –0.22 ...
16 108.55 +0.58 .55
dd 1.87 –0.14 ...
12 24.12 –0.19 .26
15 10.36 +0.26 .08
25 118.56 –7.40 .98
dd 12.70 +0.71 ...
38 131.85 –4.13 ...
19 5.54 +0.10 ...
15 58.03 –2.58 ...
10 22.65 +1.48 .05
52-Week
High
Low
Name
Tick
Sym Yld P/E
11.48 10.54 PearlHldgsAcqnA PRLH ...
69.26 37.66 Pegasystems
PEGA .2
9.87 2.70 Peloton
PTON ...
24.09 10.31 Pennant
PNTG ...
27.59 17.01 PennsWoodsBncp PWOD 6.2
34.85 24.84 PeoplesBncpOH PEBO 5.3
31.59 17.31 PeoplesBncpNC PEBK 2.6
49.99 36.26 PeoplesFinSvcs PFIS 3.6
18.72 3.72 PepGen
PEPG ...
192.38 155.83 PepsiCo
PEP 3.3
10.12 10.03 PerceptiveCap PCSC ...
24.66 11.88 PerdoceoEduc
PRDO 2.1
16.52 7.94 PerellaWeinberg PWP 1.7
96.93 42.51 Perficient
PRFT ...
3.31 2.00 PerformantFin PFMT ...
36.86 8.14 PerionNetwork PERI ...
10.01 6.17 Perma-PipeIntl PPIH ...
2.43 0.89 Personalis
PSNL ...
9.74 1.41 PetcoHealth
WOOF ...
22.98 14.20 PetIQ
PETQ ...
15.08 3.92 PetMedExpress PETS29.6
16.71 6.97 Pharming
PHAR ...
33.00 13.65 Pharvaris
PHVS ...
17.02 6.07 PhathomPharm PHAT ...
48.00 35.51 Phenixfin
PFX .0
18.70 9.40 PhibroAnimal
PAHC 2.9
37.92 30.62 PhillipsEdison PECO 3.6
34.16 18.03 Photronics
PLAB ...
39.00 20.90 Pilgrim'sPride PPC ...
92.33 55.38 PinnacleFinPtrs PNFP 1.1
1.38 0.71 PintecTech
PT
...
3.08 0.87 Pixelworks
PXLW ...
19.03 13.88 PlainsAllAmPipe PAA 7.1
19.77 14.51 PlainsGP
PAGP 6.7
9.85 6.88 PlayaHotels
PLYA ...
5.01 1.90 Playstudios
MYPS ...
12.90 6.25 Playtika
PLTK 5.1
114.27 87.21 Plexus
PLXS ...
20.23 10.34 PliantTherap
PLRX ...
4.96 0.65 PolestarAuto
PSNY ...
10.19 7.31 PonceFinl
PDLB ...
36.52 10.29 PonoCapTwoA PTWO ...
422.73 299.24 Pool
POOL 1.6
93.09 59.16 Popular
BPOP 2.8
23.99 9.55 Portillo's
PTLO ...
21.12 16.27 PortmanRidge PTMN14.1
4.27 1.58 PoseidaTherap PSTX ...
14.36 7.12 Potbelly
PBPB ...
54.44 38.73 PotlatchDelt
PCH 4.6
209.14 57.78 PowellIndustries POWL .7
99.60 62.13 PowerIntegrations POWI 1.1
5.67 1.64 PowerFleet
PWFL ...
13.70 10.07 PowerUpAcqn PWUP ...
67.21 12.75 PraxisPrecision PRAX ...
1.88 0.84 Precigen
PGEN ...
81.13 54.21 PreferredBkLA PFBC 3.7
184.82 104.96 PreformedLine PLPC .6
5.83 1.66 PreludeTherap PRLD ...
24.87 15.70 PremierFinl
PFC 6.1
28.30 17.95 Premier
PINC 4.5
13.59 2.85 Prenetics
PRE ...
5.74 0.07 PrestoAutomation PRST ...
87.99 61.82 PriceSmart
PSMT 1.4
15.75 4.11 PrimeMedicine PRME ...
13.69 7.54 PrimisFinl
FRST 3.8
38.20 27.23 PrincetonBncp BPRN 3.6
86.79 66.21 PrincipalFinl
PFG 3.6
28.23 15.92 PriviaHealth
PRVA ...
4.95 1.95 Procaps
PROC ...
16.90 14.50 ProficientAuto PAL ...
14.23 6.46 ProFrac
ACDC ...
62.34 48.00 ProgressSoftware PRGS 1.3
44.95 23.90 Progyny
PGNY ...
15.00 7.40 ProjectEnReimag PEGR ...
6.69 5.03 ProspectCapital PSEC13.0
35.96 13.72 ProtagonistTherap PTGX ...
5.24 1.04 ProtaraTherap TARA ...
73.14 18.69 Prothena
PRTA ...
15.40 10.16 ProvidentFin
PROV 4.5
14.55 0.27 PsyenceBiomed PBM ...
25.36 10.92 PubMatic
PUBM ...
14.84 5.67 Pulmonx
LUNG ...
7.73 2.13 PumaBiotech
PBYI ...
34.00 17.08 PureTechHealth PRTC ...
3.33 0.55 PurpleInnovation PRPL ...
6.85 1.35 PyxisOncology PYXS ...
62.94 40.61 QCR Holdings
QCRH .4
14.40 0.65 QT Imaging
QTI
...
32.88 8.24 Q32Bio
QTTB ...
21.57 13.68 QifuTechnology QFIN 5.4
121.65 80.62 Qorvo
QRVO ...
230.63 104.33 Qualcomm
QCOM 1.7
206.35 122.53 Qualys
QLYS ...
9.40 1.41 QuantaSing
QSG ...
29.70 11.83 Quanterix
QTRX ...
1.21 0.24 Quantum
QMCO ...
3.90 0.73 Quantum-Si
QSI
...
10.43 10.07 QuettaAcqn
QETA ...
2.26 0.33 Quhuo
QH
...
89.11 32.47 QuidelOrtho
QDEL ...
1.70 0.63 QuinceTherap
QNCX ...
19.58 8.08 QuinStreet
QNST ...
Last
Div
Chg. Amt.
48 11.02 +0.03 ...
74 60.53 +1.71 .03
dd 3.38 –0.23 ...
43 23.19 +0.67 ...
9 20.55 +0.64 .32
9 30.00 +1.46 .40
10 29.20 +0.61 .19
14 45.54 +5.96 .41
dd 15.96 –1.10 ...
25 164.93 –2.351.355
... 10.06 –0.03 ...
9 21.42 +0.54 .11
dd 16.25 +1.98 .07
32 74.79 +0.31 ...
dd 2.90 +0.13 ...
4 8.35 –0.47 ...
5 8.90 –0.18 ...
dd 1.17 –0.05 ...
dd 3.78 +0.24 ...
cc 22.06 +0.28 ...
dd 4.05 –0.36 .30
dd 8.35 +1.08 ...
dd 18.80 –0.25 ...
dd 10.30 –0.78 ...
4 46.77 –0.66 1.31
52 16.77 –0.87 .12
70 32.71 +0.27.0975
11 24.67 –0.27 ...
19 38.49 +1.65 ...
11 80.04 +3.44 .22
dd 1.07
... ...
dd
.98 +0.02 ...
15 17.86 +0.74.3175
22 18.82 +0.93.3175
18 8.39 +0.12 ...
dd 2.07 –0.02 ...
14 7.87 –0.31 .10
28 103.18 –0.54 ...
dd 10.75 –0.24 ...
dd
.79 +0.08 ...
38 9.14 +0.29 ...
dd 13.07 –0.04 ...
24 307.33 –30.59 1.20
13 88.43 +3.35 .62
24 9.72 +0.02 ...
12 19.62 +0.48 .69
dd 2.92 +0.14 ...
67 8.03 +0.79 ...
70 39.39 –0.54 .45
17 143.40 –10.55 .265
76 70.19 –1.17 .20
dd 4.57 +0.29 ...
dd 11.27 –0.19 ...
dd 41.36 –0.34 ...
dd 1.58 +0.04 ...
7 75.49 +1.69 .70
12 124.54 –0.37 .20
dd 3.81 –0.01 ...
7 20.46 +1.55 .31
29 18.67 +0.07 .21
dd 5.92 –0.08 ...
dd
.07 –0.01 ...
20 81.20 +0.80 .58
dd 5.14 –0.85 ...
24 10.48 +0.93 .10
9 33.10 +2.52 .30
15 78.45 –1.56 .71
cc 17.38 +0.40 ...
5 2.51 –0.18 ...
... 16.06 +0.15 ...
dd 7.41 +0.24 ...
33 54.26 +5.33 .175
47 28.61 +2.75 ...
dd 10.70 –1.31 ...
26 5.53 –0.02 .06
14 34.65 +2.39 ...
dd 2.08 –0.18 ...
dd 20.64 –0.84 ...
12 12.50 –0.15 .14
dd
.30 –0.09 ...
95 20.31 +0.42 ...
dd 6.34 +0.12 ...
10 3.26 +0.27 ...
dd 25.00 –3.39 ...
dd 1.04 +0.17 ...
dd 3.31 –0.06 ...
9 60.00 +4.35 .06
dd
.74
... ...
dd 17.95 +2.46 ...
5 19.73 –0.03 .57
dd 116.04 +2.52 ...
27 199.18 –13.35 .85
33 142.60 +3.39 ...
3 1.65 +0.05 ...
dd 13.21 +0.38 ...
...
.41 –0.03 ...
dd 1.05 –0.14 ...
81 10.35
... ...
6
.46 –0.01 ...
dd 33.22 –1.99 ...
dd
.75 +0.05 ...
dd 16.59 +0.69 ...
52-Week
High
Low
Name
Tick
Sym Yld P/E
Last
9.15 3.60 QurateRetailB
1.80 0.40 QurateRetailA
QRTEB ... dd
QRTEA ... dd
4.23 +0.38
.63 –0.02
Div
Chg. Amt.
...
...
R
27.35 2.81 RaptTherap
RAPT ...
20.22 11.15 RBB Bancorp
RBB 3.4
77.68 41.79 RCI Hospitality RICK .6
32.15 14.40 RCM Tech
RCMT ...
28.80 11.33 REGENXBIO
RGNX ...
11.70 10.44 RF Acqn A
RFAC ...
0.21 0.01 RF Acqn Rt
RFACR ...
4.25 2.51 RF Industries
RFIL ...
21.89 15.36 RGC Resources RGCO 3.9
18.70 8.87 R1 RCM
RCM ...
3.18 1.15 RackspaceTech RXT ...
36.64 14.03 RadiusRecycling RDUS 4.9
64.06 25.11 RadNet
RDNT ...
20.94 13.53 Radware
RDWR ...
6.38 1.23 Rallybio
RLYB ...
22.70 7.65 RamacoRscsA METC ...
17.90 9.68 RamacoRscsB
METCB 8.7
76.38 48.13 Rambus
RMBS ...
8.75 1.82 RaniTherap
RANI ...
1.19 0.64 RapidMicro
RPID ...
61.88 35.08 Rapid7
RPD ...
27.11 18.00 RapportTherap RAPP ...
5.21 0.21 RealGoodFood RGF ...
4.64 1.26 RealReal
REAL ...
16.75 4.97 RecursionPharm RXRX ...
58.00 42.78 RedRiverBcshs RRBI .8
15.76 5.56 RedRobin
RRGB ...
63.29 37.82 RedRockResorts RRR 1.8
17.68 4.26 Redfin
RDFN ...
68.47 56.29 RegencyCtrs
REG 4.3
1081.17 688.52 RegenPharm
REGN ...
28.00 3.87 Regis
RGS ...
13.32 5.70 RelayTherap
RLAY ...
7.22 2.42 RelmadaTherap RLMD ...
27.95 11.60 RemitlyGlobal RELY ...
4.04 0.22 Renalytix
RNLX ...
9.21 0.98 ReneoPharm
RPHM ...
7.79 4.78 ReNewEnergy RNW ...
41.81 4.46 RenttheRunway RENT ...
13.85 2.98 RepareTherap RPTX ...
211.13 110.45 Repligen
RGEN ...
23.78 4.92 Replimune
REPL ...
57.54 41.35 RepublicBcpKYA RBCAA 3.0
9.21 5.19 ReservoirMedia RSVR ...
17.00 9.74 ResourcesConnect RGP 5.1
15.17 10.99 RetailOppor
ROIC 4.8
25.69 2.30 RevanceTherap RVNC ...
41.21 15.44 RevolutionMed RVMD ...
30.54 24.80 ReynoldsCnsmr REYN 3.3
52.57 15.50 RhythmPharm RYTM ...
3.65 1.78 RibbonComms RBBN ...
16.79 8.08 RichardsonElec RELL 2.0
17.30 7.12 RigelPharm
RIGL ...
5.32 2.01 RiminiStreet
RMNI ...
6.57 3.37 RiverviewBncp RVSB 6.0
28.06 8.26 Rivian
RIVN ...
17.00 1.55 Roadzen
RDZN ...
24.28 7.91 Robinhood
HOOD ...
32.53 14.89 RocketPharm
RCKT ...
40.14 11.78 RockyBrands
RCKY 1.7
5.99 2.20 RockyMtnChoc RMCF ...
13.24 8.24 RoivantSciences ROIV ...
108.84 51.51 Roku
ROKU ...
86.57 7.22 Root
ROOT ...
569.50 471.93 RoperTech
ROP .5
151.12 107.30 RossStores
ROST 1.0
11.93 10.23 RothCHAcqnV ROCL ...
134.56 100.55 RoyalGold
RGLD 1.3
31.66 25.92 RoyaltyPharma RPRX 3.2
53.78 34.68 RushEnt A
RUSHA 1.6
53.35 37.85 RushEnt B
RUSHB 1.7
66.54 20.66 RxSight
RXST ...
150.73 87.18 Ryanair
RYAAY 1.6
dd 3.05 –0.09 ...
9 18.81 +1.61 .16
21 43.56 +0.61 .06
9 18.72 –0.29 ...
dd 11.70 –0.32 ...
dd 11.05 +0.01 ...
...
.10 –0.01 ...
dd 3.49 +0.10 ...
16 20.45 +0.72 .20
dd 12.56
... ...
dd 2.98 +0.59 ...
dd 15.27 +0.68.1875
cc 58.92 +0.18 ...
dd 18.24 +0.18 ...
dd 1.34 –0.12 ...
11 12.45 +0.09 ...
18 10.86 +0.26.2376
18 58.76 +4.25 ...
dd 3.80 –0.35 ...
dd
.66 –0.12 ...
dd 43.23 +5.11 ...
... 23.26 +1.19 ...
dd
.50 –0.08 ...
dd 3.19 +0.11 ...
dd 7.50 –1.35 ...
10 47.99 +0.74 .09
dd 7.57 +0.08 ...
22 54.93 +2.13 .25
dd 6.01 –0.02 ...
30 62.20 +0.06 .67
31 1051.03 –2.11 ...
dd 23.00 +18.04 ...
dd 6.52 –0.42 ...
dd 3.00 –0.03 ...
dd 12.12 +0.04 ...
dd
.23 –0.22 ...
dd 1.51 –0.11 ...
46 6.24 –0.03 ...
dd 17.57 –1.54 ...
dd 3.30 –0.23 ...
cc 126.06 +0.74 ...
dd 9.00 +0.50 ...
11 53.61 +4.90 .407
cc 7.90 +0.84 ...
17 11.04 +0.55 .14
42 12.43 +0.19 .15
dd 2.57 –0.09 ...
dd 38.81 +0.60 ...
18 27.98 –0.64 .23
dd 41.06 –0.81 ...
dd 3.29 +0.26 ...
67 11.89 +0.10 .06
dd 8.22 –1.28 ...
13 3.07 +0.26 ...
22 3.99 +0.14 .06
dd 13.42 +3.10 ...
41 2.22 +0.67 ...
cc 22.71 +0.42 ...
dd 21.53 –0.95 ...
20 36.96 +0.63 .155
dd 2.20 –0.13 ...
2 10.57 –0.12 ...
dd 59.93 +5.53 ...
dd 51.61 +6.58 ...
41 563.66 +2.17 .75
24 145.32 –3.97.3675
dd 10.94 –0.06 ...
37 125.16 +0.31 .40
15 26.37 –0.54 .21
9 41.87 –0.85 .17
9 39.24 –0.38 .17
dd 60.17 +3.43 ...
13 116.44 +2.20.9653
S
36.28 24.51 S&T Bancorp
STBA 4.0
258.76 183.64 SBA Comm
SBAC 2.0
11.50 2.69 Schmid
SHMD ...
3.87 1.35 SCYNEXIS
SCYX ...
72.54 52.20 SEI Investments SEIC 1.4
28.64 11.76 SI-BONE
SIBN ...
10.83 4.22 SIGA Tech
SIGA .0
11.61 10.59 SKGrowthOppsA SKGR ...
22.74 12.26 SLM
SLM 2.1
16.77 13.93 SLR Invt
SLRC10.2
29.99 12.66 SMART Global SGH ...
218.74 151.96 SPS Commerce SPSC ...
2.55 0.11 Srivaru
SVMH ...
65.86 46.61 SS&C Tech
SSNC 1.5
15.27 3.76 SSR Mining
SSRM 6.2
18.75 15.26 SWK Holdings SWKH ...
15.43 11.58 SabraHealthcare SBRA 7.8
5.77 1.81 Sabre
SABR ...
88.72 65.78 SafetyInsurance SAFT 4.8
27.00 14.06 SagaComm
SGA 6.3
49.74 9.76 SageTherap
SAGE ...
20.71 2.13 Sagimet
SGMT ...
628.34 331.23 Saia
SAIA ...
9 33.39 +2.26 .33
38 196.30 +1.67 .98
dd 4.15 –0.02 ...
1 2.00 +0.05 ...
18 64.69 –1.11 .46
dd 12.93 +0.76 ...
7 7.59 +0.93 .60
49 11.12 +0.01 ...
6 20.79 –0.03 .11
9 16.09 +0.24 .41
... 22.87 +0.24 ...
cc 188.16 +2.03 ...
51
.18 –0.05 ...
25 62.67 +0.42 .24
dd 4.51 –0.02 .07
18 16.99 +0.88 ...
73 15.40 +0.76 .30
dd 2.67 –0.08 ...
22 75.03 –0.95 .90
14 15.75 –0.39 .25
dd 10.86 –0.27 ...
dd 3.42 –0.51 ...
34 474.29 +13.68 ...
52-Week
High
Low
Name
Tick
Sym Yld P/E
12.00 2.75 SanaBiotech
SANA ...
27.90 19.27 SandySpringBncp SASR 5.6
120.98 90.02 Sanfilippo
JBSS .8
1.67 0.29 SangamoTherap SGMO ...
6.40 2.18 SangomaTechs SANG ...
69.80 43.41 Sanmina
SANM ...
55.72 42.63 Sanofi
SNY ...
35.33 24.39 SapiensIntl
SPNS 1.6
173.25 55.25 SareptaTherap SRPT ...
5.70 2.76 Savara
SVRA ...
50.95 26.99 ScanSource
SCSC ...
21.17 5.93 ScholarRock
SRRK ...
45.98 32.50 Scholastic
SCHL 2.3
59.24 18.21 Schrodinger
SDGR ...
145.17 104.27 ScienceApplicat SAIC 1.3
10.59 3.24 scPharm
SCPH ...
11.02 1.96 ScrippsEW
SSP ...
29.98 19.04 SeacoastBkgFL SBCF 3.0
107.91 57.32 Seagate
STX 2.7
8.20 5.40 SecureWorks
SCWX ...
9.75 6.50 SecurityNatFin SNFCA ...
5.65 1.46 Seer
SEER ...
109.58 89.78 SelectiveIns
SIGI 1.5
46.86 13.13 Semtech
SMTC ...
63.37 32.50 SenecaFoods A SENEA ...
63.56 31.51 SenecaFoods B SENEB ...
1.94 0.51 SenseiBiotherap SNSE ...
2.19 1.08 SenstarTech
SNT ...
12.36 1.52 SeraPrognostics SERA ...
5.29 0.54 SeresTherap
MCRB ...
9.39 4.81 ServiceProperties SVC 15.6
5.10 1.41 17Educ&Tech
YQ
...
5.53 0.67 Shapeways
SHPW ...
1.80 0.48 Sharecare
SHCR ...
11.76 1.33 ShattuckLabs
STTK ...
25.51 11.87 ShenandoahTel SHEN .6
7.99 1.47 Shimmick
SHIM ...
28.34 6.09 ShoalsTech
SHLS ...
39.65 19.87 ShoeCarnival
SCVL 1.5
14.51 9.66 ShoreBancshares SHBI 4.2
23.07 9.81 Shyft
SHYF 1.7
23.21 16.30 SierraBancorp BSRR 4.1
9.31 1.04 SightSciences SGHT ...
27.72 4.84 SilenceTherap SLN ...
40.70 13.75 Silicom
SILC ...
166.94 74.56 SiliconLabs
SLAB ...
95.33 49.50 SiliconMotion
SIMO 1.8
33.13 6.08 SilkRoadMed
SILK ...
21.59 15.81 Silvaco
SVCO ...
12.45 7.29 SilverSpikeInvt SSIC 8.3
23.20 13.93 SilvercrestAsset SAMG 4.9
20.82 13.36 SimmonsFirstNat SFNC 4.8
52.69 32.69 SimulationsPlus SLP .5
17.59 9.39 Sinclair
SBGI 7.5
7.95 2.45 SiriusXM
SIRI 3.8
141.99 72.39 SiTime
SITM ...
19.41 1.44 SkyeBioscience SKYE ...
39.16 22.97 SkywardSpecIns SKWD ...
84.58 36.91 SkyWest
SKYW ...
115.69 85.06 Skyworks
SWKS 2.6
39.98 9.00 SleepNumber
SNBR ...
2.48 1.61 SmartSand
SND ...
18.05 10.38 Smith&Wesson SWBI 3.6
1.91 0.83 SoYoungIntl
SY
.0
11.70 6.20 SoFiTech
SOFI ...
14.40 7.80 Sohu.com
SOHU ...
4.05 0.63 Sol-GelTech
SLGL ...
8.00 4.00 SolarBank
SUUN ...
288.87 24.44 SolarEdgeTech SEDG ...
15.88 3.26 SolarmaxTech SMXT ...
15.05 1.81 SolidBiosci
SLDB ...
3.20 1.10 SolidPower
SLDP ...
13.85 0.37 SolidionTech
STI
...
13.06 2.33 Sonder
SOND ...
19.76 9.78 Sonos
SONO ...
7.37 2.13 SophiaGenetics SOPH ...
19.40 10.71 SoteraHealth
SHC ...
2.50 1.09 SotherlyHotels SOHO ...
10.25 1.49 SoundHoundAI SOUN ...
30.22 21.96 SouthPlainsFin SPFI 2.1
39.36 23.70 SouthernFirstBcsh SFST ...
55.45 37.74 SoMO Bancorp SMBC 1.9
30.74 20.51 SouthernStBcsh SSBK 1.3
34.40 25.30 SouthsideBcshs SBSI 5.2
11.35 10.07 SparkIAcqnA
SPKL ...
24.51 18.28 SpartanNash
SPTN 4.6
15.40 0.28 Spectaire
SPEC ...
1.89 0.99 SperoTherap
SPRO ...
18.14 10.46 SpokHoldings
SPOK 8.4
15.57 8.08 Sportradar
SRAD ...
6.34 2.33 SportsmansWrhs SPWH ...
11.14 10.56 SpringValleyII A SVII ...
0.24 0.02 SpringValleyII Rt SVIIR ...
53.92 18.00 SpringWorks
SWTX ...
83.71 36.16 SproutsFarmers SFM ...
5.95 0.50 SpruceBio
SPRB ...
47.97 8.43 SpyreTherapeutics SYRE ...
58.82 26.66 StaarSurgical
STAA ...
8.59 3.83 Stagwell
STGW ...
3.16 1.57 StdBioTools
LAB ...
27.47 16.57 StarBulkCarriers SBLK 7.5
6.53 3.43 StarEquity
STRR ...
Last
Div
Chg. Amt.
dd 5.46 –0.05 ...
12 24.36 +1.61 .34
17 97.17 +0.04 1.00
dd
.36 –0.09 ...
dd 5.01 –0.25 ...
16 66.25 –0.79 ...
21 48.52 +1.31 ...
29 33.93 +0.18 .28
cc 158.00 –2.72 ...
dd 4.03 +0.15 ...
14 44.31 –0.58 ...
dd 8.33 –0.12 ...
24 35.47 +0.26 .20
dd 19.34 +0.56 ...
14 117.55 +0.24 .37
dd 4.35 +0.32 ...
dd 3.14 +0.76 ...
17 23.64 +1.17 .18
dd 103.27 +0.19 .70
dd 7.00 +0.64 ...
9 7.99 +0.57 ...
dd 1.68 –0.02 ...
17 93.83 +1.31 .35
dd 29.88 –0.26 ...
7 57.40 +0.56 ...
7 58.40 +0.99 ...
dd
.62 –0.04 ...
34 1.80 +0.08 ...
dd 5.92 –0.73 ...
dd
.72 –0.05 ...
dd 5.14 +0.07 .20
dd 2.14 –0.12 ...
dd
.71 –0.30 ...
dd 1.35 –0.02 ...
dd 3.86 –0.51 ...
cc 16.33 +0.40 .09
dd 1.55 +0.03 ...
35 6.24 –0.27 ...
14 36.89 –1.31 .135
20 11.45 +0.95 .12
... 11.86 +0.10 .05
9 22.38 +1.51 .23
dd 6.67 +0.29 ...
dd 19.00 –0.65 ...
dd 15.12 +0.12 ...
dd 110.63 –1.71 ...
46 80.99 –1.50 .50
dd 27.04 +0.07 ...
... 17.98 +0.69 ...
13 11.82 –0.24 .25
17 15.59 +0.63 .19
13 17.58 +1.15 .21
94 48.62 +0.47 .06
dd 13.33 +1.45 .25
8 2.83 –0.10.0266
dd 124.38 +5.78 ...
dd 8.01 +0.24 ...
13 36.18 +0.95 ...
30 82.07 +2.63 ...
20 106.58 +0.20 .68
dd 9.57 –0.99 ...
10 2.11 +0.14 ...
17 14.34 +0.05 .13
62 1.07 +0.02 .06
dd 6.61 +0.29 ...
dd 13.92 +0.71 ...
dd
.89 +0.06 ...
77 6.06 –0.08 ...
dd 25.26 –7.75 ...
dd 3.29 –0.99 ...
dd 5.67 –0.79 ...
dd 1.65 +0.11 ...
dd
.55 +0.02 ...
dd 4.63 +0.59 ...
dd 14.76 –0.06 ...
dd 4.58 –0.14 ...
62 11.87 –0.14 ...
dd 1.15 –0.05 ...
dd 3.95 –0.05 ...
7 27.00 +0.93 .14
18 29.24 +2.74 ...
10 45.01 +3.63 .21
8 27.14 +1.58 .09
10 27.61 +1.39 .36
cc 10.35 –0.01 ...
12 18.76 +0.22.2175
2
.50 +0.01 ...
3 1.30 –0.07 ...
18 14.81 +0.47.3125
cc 11.18 +0.11 ...
dd 2.41 +0.03 ...
30 11.12
... ...
...
.12 –0.01 ...
dd 37.67 +1.55 ...
29 83.66 +6.31 ...
dd
.52 +0.01 ...
dd 23.51 –0.59 ...
cc 47.61 +6.86 ...
dd 6.82 +0.33 ...
dd 1.77 –0.16 ...
11 24.38 +0.28 .75
1 4.54 +0.90 ...
July 1, 2024
D ATA
52-Week
High
Low
Name
BARRON’S
NASDAQ ISSUES
Tick
Sym Yld P/E
16.00 10.76 Star
STHO ...
107.66 71.80 Starbucks
SBUX 2.9
8.84 4.05 StealthGas
GASS ...
151.34 95.53 SteelDynamics STLD 1.4
46.82 23.24 StepStone
STEP 1.8
59.45 37.78 Stericycle
SRCL ...
16.68 10.00 SterlingCheck
STER ...
137.63 54.84 SterlingInfr
STRL ...
45.91 30.35 StevenMadden SHOO 2.0
5.20 2.06 StitchFix
SFIX ...
53.15 36.93 StockYardsBncp SYBT 2.4
17.58 3.35 StokeTherap
STOK ...
STNE ...
19.46 9.34 StoneCo
80.00 53.89 StoneX
SNEX ...
21.72 8.02 Stratasys
SSYS ...
123.62 64.53 StrategicEd
STRA 2.2
30.34 17.95 Strattec
STRT ...
STRS ...
29.99 20.30 StratusProp
11.56 1.65 StrongholdDig SDIG ...
75.02 25.57 StructureTherap GPCR ...
18.67 8.75 SummitStateBk SSBI 5.1
11.25 1.52 SummitTherap SMMT ...
23.80 9.22 SunCountryAir SNCY ...
7.59 2.79 SunOpta
STKL ...
SPWR ...
12.18 1.77 SunPower
23.85 8.43 SunRun
RUN ...
30.00 15.60 SuperHiIntl
HDL ...
1229.00 226.59 SuperMicroComp SMCI ...
21.80 7.36 SuperiorGroup SGC 3.0
35.44 21.99 SupernusPharm SUPN ...
45.79 22.05 SurgeryPartners SGRY ...
SRDX ...
42.36 25.17 Surmodics
STRO ...
6.13 2.01 SutroBioph
64.14 29.62 Symbotic
SYM ...
121.37 73.38 Synaptics
SYNA ...
SNDX ...
25.34 11.22 SyndaxPharm
629.38 418.51 Synopsys
SNPS ...
2.30 1.27 SyprisSolutions SYPR ...
SYRS ...
8.17 2.09 SyrosPharm
Last
Div
Chg. Amt.
dd 12.06 +0.28 ...
21 77.85 –2.06 .57
5 7.35 –0.04 ...
9 129.50 +1.32 .46
50 45.89 +2.34 .15
dd 58.13 +0.57 ...
dd 14.80 –0.01 ...
25 118.34 +2.12 ...
17 42.30 –1.27 .21
dd 4.15 +0.23 ...
14 49.67 +2.47 .30
dd 13.51 –0.72 ...
12 11.99 +0.27 ...
10 75.31 +3.16 ...
dd 8.39 +0.10 ...
26 110.66 +2.58 .60
25 25.00 +0.25 ...
dd 25.22 +0.47 ...
dd 4.29 –0.29 ...
dd 39.27 –6.30 ...
8 9.45 +0.08 .12
dd 7.80 –0.13 ...
10 12.56 +0.47 ...
dd 5.40 +0.09 ...
dd 2.96 +0.18 ...
dd 11.86 –1.23 ...
43 18.00 +0.02 ...
46 819.35 –85.91 ...
26 18.91 –0.04 .14
dd 26.75 –0.29 ...
cc 23.79 –0.70 ...
44 42.04 +0.09 ...
dd 2.93 –0.30 ...
dd 35.16 +2.63 ...
dd 88.20 –1.44 ...
dd 20.53 +0.48 ...
65 595.06 –10.47 ...
dd 1.92 +0.02 ...
dd 5.16 –0.42 ...
T
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
43
TELA ...
10.84 4.23 TelaBio
15.25 10.97 TFS Finl
TFSL 9.0
3.20 0.80 TMCthemetals TMC ...
11.00 10.26 TMT Acqn
TMTC ...
TMTCR ...
1.88 0.14 TMT Acqn Rt
182.67 131.47 T-MobileUS
TMUS 1.5
47.20 26.03 TPG
TPG 3.7
11.05 1.63 TPIComposites TPIC ...
132.76 87.43 T.RowePrice
TROW 4.3
TTEC 9.9
35.67 5.01 TTEC
20.11 11.14 TTM Tech
TTMI ...
TBLA ...
5.00 3.04 Taboola
26.11 9.70 TactileSystems TCMD ...
171.59 130.34 TakeTwoSoftware TTWO ...
TLPH ...
1.61 0.43 Talphera
53.69 13.82 TandemDiabetes TNDM ...
TNGX ...
13.03 2.88 TangoTherap
TGAA ...
12.19 10.62 TargetGlbl I A
TARS ...
42.50 12.57 TarsusPharm
TASK ...
15.40 7.95 TaskUs
16.24 6.99 TatTechnologies TATT ...
TSHA ...
4.32 0.61 TayshaGene
12.25 10.89 Tech&TelecomA TETE ...
41.93 23.43 TechTarget
TTGT ...
17.41 0.89 TectonicTherap TECX ...
6.36 4.33 Ericsson
ERIC 2.7
22.75 6.93 Telesat
TSAT ...
31.50 3.03 TelesisBio
TBIO ...
5.03 1.87 Telos
TLS ...
43.88 22.89 TempusAI
TEM ...
63.57 18.39 10xGenomics
TXG ...
53.50 33.85 Tenable
TENB ...
7.01 1.66 TenayaTherap TNYA ...
12.03 10.50 TenXKeaneAcqn TENK ...
0.39 0.13 TenXKeaneAcqnRt TENKR ...
152.23 81.08 Teradyne
TER .3
TERN ...
9.15 3.26 TernsPharm
14.50 6.85 TerritorialBncp TBNK .5
299.29 138.80 Tesla
TSLA ...
221.40 143.35 TetraTech
TTEK .6
TVGN ...
21.09 0.66 TevogenBio
66.18 50.40 TexasCapBcshs TCBI ...
206.00 139.48 TexasInstruments TXN 2.7
175.72 91.06 TexasRoadhouse TXRH 1.4
TBBK ...
47.11 29.92 TheBancorp
4.35 1.61 TherapeuticsMD TXMD ...
11.71 8.13 TheravanceBio TBPH ...
21.99 14.09 ThirdCoastBcshs TCBX ...
16.94 4.72 ThirdHarmonic THRD ...
7.97 2.19 Thoughtworks TWKS ...
4.39 1.52 ThredUp
TDUP ...
10.64 10.07 ThunderBridgeIV A THCP ...
12.12 1.51 ThunderPower AIEV ...
TLRY ...
3.40 1.52 TilrayBrands
32.20 23.93 TimberlandBncp TSBK 3.5
34.99 15.65 TitanMachinery TITN ...
TRMD15.0
39.46 22.31 Torm
40.60 21.43 TowerSemi
TSEM ...
TOWN 3.7
31.08 21.63 TowneBank
290.38 185.00 TractorSupply TSCO 1.6
99.54 60.23 TradeDesk
TTD ...
dd 4.70 –0.74 ...
46 12.62 +0.26.2825
dd 1.35 –0.06 ...
42 10.98 +0.03 ...
...
.34 –0.05 ...
24 176.18 –0.55 .65
dd 41.45 +0.24 .41
dd 3.99 –0.61 ...
14 115.31 –3.11 1.24
dd 5.88 –1.05 .06
dd 19.43 +0.03 ...
dd 3.44 +0.06 ...
10 11.94 +0.57 ...
dd 155.49 –2.73 ...
dd
.89 –0.04 ...
dd 40.29 –2.55 ...
dd 8.58 –1.52 ...
cc 11.35 –0.05 ...
dd 27.18 +1.10 ...
26 13.31 –0.18 ...
23 14.90 +1.00 ...
dd 2.24 –0.72 ...
dd 11.95 –0.05 ...
dd 31.17 +0.15 ...
2 16.47 –0.54 ...
dd 6.17 +0.21.1275
1 9.10 +1.41 ...
dd 3.65 +0.20 ...
dd 4.02 +0.47 ...
... 35.00 +6.36 ...
dd 19.45 –0.19 ...
dd 43.58 +3.25 ...
dd 3.10 –0.02 ...
41 11.36
... ...
...
.32 +0.09 ...
56 148.29 –0.16 .12
dd 6.81 –0.42 ...
32 8.10 +0.43 .01
51 197.88 +14.87 ...
41 204.48 –6.52 .29
dd
.72 –0.08 ...
19 61.14 +2.75 ...
30 194.53 –1.00 1.30
35 171.71 +1.30 .61
10 37.76 +3.31 ...
dd 1.61 –0.31 ...
dd 8.48 –0.27 ...
12 21.27 +1.73 ...
dd 13.00 +0.62 ...
dd 2.84 –0.12 ...
dd 1.70 +0.08 ...
cc 10.59
... ...
27 1.65 –0.91 ...
dd 1.66
... ...
9 27.09 +0.85 .24
4 15.90 –0.26 ...
5 38.77 +2.66 1.50
9 39.31 +0.24 ...
14 27.27 +1.15 .25
26 270.00 –11.56 1.10
cc 97.67 –0.04 ...
52-Week
High
Low
Name
FOREIGN MARKETS
Tick
Sym Yld P/E
114.07 64.83 Tradeweb
TW .4
0.44 0.06 TrailblazerI Rt TBMCR ...
11.61 10.18 TrailblazerI A
TBMC ...
9.32 3.32 TransActTechs TACT ...
147.00 81.26 Transcat
TRNS ...
152.32 36.42 TransMedics
TMDX ...
11.23 4.77 Travelzoo
TZOO ...
17.57 5.12 TravereTherap TVTX ...
25.76 3.92 TreaceMed
TMCI ...
4.00 0.97 TreviTherap
TRVI ...
45.84 29.38 TriCoBancshares TCBK 3.3
28.93 22.59 TriMas
TRS .6
65.55 39.57 Trimble
TRMB ...
5.50 1.49 TrinityBiotech TRIB ...
15.44 13.21 TrinityCapital
TRIN14.2
58.00 31.55 Trip.com
TCOM ...
28.76 14.15 Tripadvisor
TRIP ...
16.24 3.32 TriSalusLifeSci TLSI ...
82.22 56.91 TriumphFinl
TFIN ...
7.40 1.98 trivago
TRVG .0
26.73 7.55 TruBridge
TBRG ...
4.05 1.76 TrueCar
TRUE ...
TRUG ...
19.91 0.96 TruGolf
79.38 12.51 TrumpMedia&Tech DJT ...
36.66 18.45 Trupanion
TRUP ...
32.10 23.78 TrustcoBank
TRST 5.0
31.23 18.96 Trustmark
TRMK 3.1
9.69 1.93 TScanTherap
TCRX ...
1.71 0.59 Tuniu
TOUR ...
13.20 1.63 TurnstoneBiologics TSBX ...
18.45 7.97 TurtleBeach
HEAR ...
18.00 10.89 TwinDisc
TWIN 1.4
55.26 14.42 TwistBiosci
TWST ...
11.29 1.54 2seventybio
TSVT ...
144.30 4.85 2U
TWOU ...
21.14 10.38 TyraBiosciences TYRA ...
Last
Div
Chg. Amt.
56 106.00 +0.28 .10
...
.12 +0.01 ...
49 10.80 –0.02 ...
67 3.77 +0.16 ...
75 119.68 +0.10 ...
dd 150.62 +11.58 ...
9 7.59 –0.39 ...
dd 8.22 +0.91 ...
dd 6.65 +0.71 ...
dd 2.98 +0.28 ...
12 39.57 +2.72 .33
26 25.56 –0.41 .04
58 55.92 –0.22 ...
dd 2.13 –0.35 ...
9 14.14 –0.73 .51
21 47.00 –1.35 ...
cc 17.81 +0.05 ...
dd 5.52 –0.17 ...
62 81.75 +5.44 ...
dd 2.01 –0.01.5628
dd 10.00 –0.27 ...
dd 3.13 +0.35 ...
dd 1.12 +0.02 ...
dd 32.75 +5.09 ...
dd 29.40 +1.69 ...
10 28.77 +2.10 .36
12 30.04 +1.49 .23
dd 5.85 –0.65 ...
dd
.84 –0.13 ...
dd 2.62 –0.17 ...
dd 14.34 +0.11 ...
13 11.78 +0.41 .04
dd 49.28 –1.69 ...
dd 3.85 +0.13 ...
dd 5.13 –0.84 ...
dd 15.99 –1.08 ...
52-Week
High
Low
Tick
Sym Yld P/E
Name
11.41 2.86 VerricaPharm
12.19 7.24 VersaBank
36.36 17.59 Vertex
486.43 335.82 VertexPharm
21.04 4.59 VerveTherap
11.63 4.28 ViantTech
44.32 11.76 ViaSat
13.62 8.74 Viatris
11.65 6.60 ViaviSolutions
98.38 30.90 Vicor
54.94 28.66 VictoryCapital
10.22 2.47 VigilNeurosci
99.41 8.28 VikingTherap
31.00 21.80 VillageSuper A
5.77 3.02 Vimeo
11.85 9.01 VinciPartners
93.00 2.26 VinFastAuto
1.09 0.50 ViomiTech
25.11 7.61 VirBiotech
1.68 0.43 ViractaTherap
17.83 3.85 VircoMfg
25.68 16.02 VirtuFinancial
11.85 10.65 VisionSensingA
159.87 101.42 Visteon
33.29 19.41 VitaCoco
47.00 10.00 VitalFarms
8.80 4.71 VividSeats
10.19 8.02 Vodafone
3.48 1.00 VorBiopharma
11.72 6.06 VoyagerTherap
225.60 8.11 Vroom
VRCA ...
VBNK .7
VERX ...
VRTX ...
VERV ...
DSP ...
VSAT ...
VTRS 4.5
VIAV ...
VICR ...
VCTR 2.8
VIGL ...
VKTX ...
VLGEA 3.8
VMEO ...
VINP 6.8
VFS ...
VIOT ...
VIR
...
VIRX ...
VIRC .6
VIRT 4.3
VSAC ...
VC
...
COCO ...
VITL ...
SEAT ...
VOD 10.6
VOR ...
VYGR ...
VRM ...
Last
Div
Chg. Amt.
dd 7.29 –0.16 ...
8 10.76 +0.08 .025
cc 36.05 +0.88 ...
30 468.72 +0.01 ...
dd 4.88 –0.41 ...
dd 9.87 +0.64 ...
dd 12.70 –0.73 ...
dd 10.63 +0.16 .12
dd 6.87 –0.57 ...
54 33.16 +0.27 ...
15 47.73 –0.66 .37
dd 4.00 +0.14 ...
dd 53.01 +0.27 ...
8 26.41 +1.27 .25
22 3.73 +0.04 ...
17 10.90 –0.08 .17
dd 4.30 +0.40 ...
dd
.93 +0.03 ...
dd 8.90 –0.24 ...
dd
.54 –0.08 ...
9 13.94 –0.89 .02
16 22.45 –0.57 .24
dd 11.55 –0.10 ...
6 106.70 –0.29 ...
30 27.85 –0.48 ...
54 46.77 +4.44 ...
56 5.75 +0.38 ...
20 8.87 –0.18.4815
dd 1.00 –0.19 ...
dd 7.91 –0.18 ...
dd 9.32 +0.03 ...
WXYZ
7.67 3.50 WaveLifeSci
WVE ... dd 4.99 –0.26 ...
278.78 182.87 WD-40
WDFC 1.6 44 219.64 –1.96 .88
47.97 33.12 WSFS Financial WSFS 1.3 11 47.00 +2.73 .15
52-Week
High
Low
Tick
Sym Yld P/E
Name
13.31 1.12 WW Intl
WW ...
34.07 23.36 WaFd
WAFD 3.6
2.65 1.42 Wag!
PET ...
31.32 11.68 WalgreensBoots WBA 8.3
WKME ...
14.09 7.60 WalkMe
14.76 6.94 WarnerBrosA
WBD ...
WMG 2.2
38.05 25.28 WarnerMusic
WASH 8.2
33.96 21.69 WashTrBcp
15.37 9.62 WaterstoneFinl WSBF 4.7
23.09 20.50 Waystar
WAY ...
129.70 63.41 WeatherfordIntl WFRD ...
16.02 7.58 Weibo
WB .0
22.42 16.22 Wendy's
WEN 5.9
8.19 1.57 WerewolfTherap HOWL ...
47.27 33.12 WernerEnterprises WERN 1.6
WSBC 5.2
32.20 23.00 WesBanco
WTBA 5.6
22.39 15.25 WestBancorp
57.96 38.10 WestamericaBncp WABC 3.6
81.55 35.62 WesternDigital WDC ...
9.25 5.68 WestNewEngBncp WNEB 4.1
12.00 4.90 WestportFuelSys WPRT ...
11.89 6.88 WestrockCoffee WEST ...
WEYS 3.4
33.70 24.47 WeycoGroup
WLDN ...
34.81 17.09 Willdan
WLFC .0
69.41 38.38 WillisLease
278.86 195.29 WillisTowers
WTW 1.3
1.87 0.56 WiMiHologram WIMI ...
431.03 150.08 Wingstop
WING .2
451.30 314.09 Winmark
WINA 1.0
105.29 70.25 WintrustFinl
WTFC 1.8
WKEY ...
4.96 1.35 WISeKey
178.65 75.09 Wix.com
WIX ...
188.35 115.90 Woodward
WWD .6
311.28 202.01 Workday
WDAY ...
160.07 94.57 WorldAcceptance WRLD ...
112.25 81.65 WynnResorts
WYNN 1.1
Div
Chg. Amt.
Last
dd 1.17 –0.10 ...
11 28.58 +2.24 .26
dd 1.60 +0.11 ...
dd 12.10 –3.88 .25
dd 13.97 +0.07 ...
dd 7.44 +0.26 ...
30 30.65 +0.62 .17
10 27.41 +1.85 .56
25 12.79 +0.59 .15
dd 21.50 –0.17 ...
20 122.45 +6.36 ...
6 7.68 –0.51 .80
17 16.96 +0.29 .25
dd 2.44 –0.44 ...
27 35.83 +0.06 .14
12 27.91 +1.69 .36
14 17.90 +1.14 .25
8 48.53 +1.80 .44
dd 75.77
... ...
12 6.88 +0.64 .07
dd 5.57 –0.14 ...
dd 10.23 +0.16 ...
10 30.32 +1.11 .26
31 28.85 +0.58 ...
8 69.30 +9.29 1.00
26 262.14 –0.27 .88
dd
.84 +0.06 ...
cc 422.66 +7.90 .22
32 352.63 –4.57 .90
10 98.56 +4.56 .45
dd 2.26 +0.11 ...
cc 159.07 +0.75 ...
30 174.38 –8.78 .25
40 223.56 +4.47 ...
9 123.58 +2.57 ...
12 89.50 –0.38 .25
52-Week
High
Low
Tick
Sym Yld P/E
Name
47.40 1.09 XBPEurope
XBP ...
10.39 0.60 XIAO-I
AIXI ...
27.36 13.48 XOMA
XOMA ...
27.71 16.76 XP
XP 15.0
9.96 3.51 XBiotech
XBIT ...
65.62 46.79 XcelEnergy
XEL 4.1
23.60 0.37 XChangeTEC.INC XHG ...
XNCR ...
26.84 16.49 Xencor
XENE ...
50.99 27.99 XenonPharm
3.26 1.46 XerisBiopharma XERS ...
19.78 11.50 Xerox
XRX 8.6
2.94 0.49 XilioTherap
XLO ...
XMTR ...
38.74 11.19 Xometry
28.58 24.96 XtrkRreefGlbNat NRES 2.1
2.09 1.36 Xunlei
XNET ...
20.90 4.60 Y-mAbsTherap YMAB ...
YORW 2.3
43.35 33.32 YorkWater
15.49 10.35 YottaAcqn
YOTA ...
ZLAB ...
32.60 13.48 ZaiLab
18.50 0.56 ZapataComputing ZPTA ...
ZAPP ...
51.40 0.70 ZappEV
328.70 194.59 ZebraTech
ZBRA ...
29.04 3.93 ZentalisPharm ZNTL ...
ZVRA ...
7.28 3.89 ZevraTherap
75.58 49.50 ZiffDavis
ZD
...
59.23 33.23 Zillow A
ZG
...
61.13 33.80 Zillow C
Z
...
ZIMV ...
20.91 6.52 ZimVie
46.15 26.69 ZionsBancorp
ZION 3.8
75.91 55.63 ZoomVideo
ZM
...
ZCAR ...
14.75 0.13 Zoomcar
30.16 11.67 ZoomInfoTech ZI
...
259.61 131.59 Zscaler
ZS
...
ZUMZ ...
21.49 12.90 Zumiez
ZYME ...
13.14 6.02 Zymeworks
13.77 6.88 Zynex
ZYXI ...
Div
Chg. Amt.
Last
dd 1.75 +0.52 ...
dd
.60 –0.18 ...
dd 23.69 –0.76 ...
12 17.59 –0.04 .73
dd 5.14 –0.02 ...
16 53.41 +0.04.5475
...
.79 +0.11 ...
dd 18.93 –0.87 ...
dd 38.99 +1.50 ...
dd 2.25 +0.14 ...
dd 11.62 –1.70 .25
dd
.95 +0.04 ...
dd 11.56 –1.05 ...
... 26.65 +0.33.2153
7 1.68 –0.10 ...
dd 12.08 +0.08 ...
22 37.09 +1.23.2108
54 10.96 +0.04 ...
dd 17.33 –1.24 ...
dd
.60 +0.02 ...
... 2.02 –0.19 ...
61 308.93 +8.92 ...
dd 4.09 –0.66 ...
dd 4.90 +0.54 ...
47 55.05 –0.16 ...
dd 45.04 –2.53 ...
dd 46.39 –2.52 ...
dd 18.25 +2.76 ...
11 43.37 +2.12 .41
22 59.19 +0.31 ...
0
.15
... ...
65 12.77 +0.48 ...
dd 192.19 +12.64 ...
dd 19.48 +0.44 ...
dd 8.51 +0.10 ...
41 9.32 +0.32 ...
U
128.65 90.62 UFP Inds
UFPI 1.2
87.36 57.84 UMB Fin
UMBF 1.9
5.80 2.75 UPFintech
TIGR ...
12.97 10.04 USCB Financial USCB 1.6
378.78 185.57 US Lime&Min
USLM .3
3.51 1.17 uCloudlink
UCL ...
16.01 7.92 Udemy
UDMY ...
574.76 368.02 UltaBeauty
ULTA ...
50.51 22.15 UltraClean
UCTT ...
54.56 31.52 UltragenyxPharm RARE ...
13.39 4.62 Ultralife
ULBI ...
32.00 20.07 UnionBankshares UNB 6.7
11.95 4.25 uniQure
QURE ...
58.23 33.68 UnitedAirlines UAL ...
38.74 25.35 UnitedBkshrsWV UBSI 4.6
30.75 21.63 UtdCmtyBks
UCBI 3.6
25.55 18.41 UnitedFire
UFCS 3.0
9.64 5.79 UnitedGuardian UG 5.6
8.74 6.44 UnitedSecBcshrs UBFO 6.6
321.80 208.62 UnitedTherap
UTHR ...
6.71 2.57 Uniti
UNIT20.5
30.70 22.49 UnityBancorp
UNTY 1.8
3.25 1.22 UnityBiotech
UBX ...
212.47 133.67 UnivDisplay
OLED .8
14.20 7.02 UnvlElectronics UEIC ...
50.52 20.85 UnivLogistics
ULH 1.0
34.75 11.13 UnvlStainless
USAP ...
23.10 16.10 UnivestFin
UVSP 3.7
36.17 25.01 Upbound
UPBD 4.8
5.28 1.90 UplandSoftware UPLD ...
72.58 19.84 Upstart
UPST ...
16.36 8.49 Upwork
UPWK ...
47.29 30.05 UrbanOutfitters URBN ...
24.13 8.69 UroGenPharma URGN ...
2.28 1.30 Usio
USIO ...
99.46 65.91 UtahMedProducts UTMD 1.8
4.15 2.20 UTStarcom
UTSI ...
18.90 1.50 Uxin
UXIN ...
14 112.00 –4.08 .33
11 83.42 +3.82 .39
19 4.20 –0.21 ...
16 12.83 +0.95 .05
26 364.18 +9.99 .05
59 1.86 –0.01 ...
dd 8.63 +0.54 ...
15 385.87 +2.02 ...
dd 49.00 +1.54 ...
dd 41.10 +1.50 ...
17 10.62 +0.62 ...
9 21.48 –0.60 .36
dd 4.48 –0.11 ...
6 48.66 +0.48 ...
12 32.44 +1.18 .37
17 25.46 +0.85 .23
dd 21.49 +0.32 .16
15 8.94 –0.21 .25
7 7.25 +0.02 .12
15 318.55 +2.51 ...
52 2.92 +0.06 .15
8 29.57 +3.66 .13
dd 1.35 –0.05 ...
46 210.25 +0.83 .40
dd 11.62 +0.28 ...
9 40.59 +1.39 .105
27 27.38 –2.68 ...
10 22.83 +1.59 .21
dd 30.70 –0.39 .37
dd 2.49 –0.11 ...
dd 23.59 +1.95 ...
31 10.75 +0.27 ...
13 41.05 –4.33 ...
dd 16.78 +0.27 ...
dd 1.53 –0.02 ...
15 66.81 –0.10 .30
dd 2.75 +0.06 ...
dd 2.06 +0.04 ...
V
VNET ...
3.88 1.39 VNET
13.23 3.00 VOXX Intl
VOXX ...
91.73 48.47 VSE
VSEC .5
16.74 3.82 Vacasa
VCSA ...
11.22 6.47 ValleyNatlBncp VLY 6.3
16.49 6.58 Valneva
VALN ...
11.85 10.71 ValuenceI A
VMCA ...
6.75 3.30 VandaPharm
VNDA ...
23.90 14.10 VarexImaging
VREX ...
52.88 25.55 VaronisSystems VRNS ...
14.00 1.63 VastRenewables VSTE ...
4.55 2.90 VastaPlatform VSTA ...
82.04 44.20 Vaxcyte
PCVX ...
48.48 23.63 VeecoInstr
VECO ...
40.58 1.87 VentyxBiosciences VTYX ...
8.35 5.66 VeraBradley
VRA ...
50.78 9.24 VeraTherap
VERA ...
30.52 18.61 Veracyte
VCYT ...
53.05 30.18 Vericel
VCEL ...
40.28 18.41 VerintSystems VRNT ...
226.80 167.05 VeriSign
VRSN ...
273.70 215.32 VeriskAnalytics VRSK .6
24.46 15.93 Veritex
VBTX 3.8
7.76 1.48 Veritone
VERI ...
23.07 11.39 VeronaPharma VRNA ...
dd 2.10 +0.05 ...
dd 3.16 –0.58 ...
54 88.28 +4.61 .10
dd 4.87 +0.51 ...
8 6.98 +0.40 .11
dd 7.01 –0.17 ...
47 11.40 –0.04 ...
dd 5.65 –0.47 ...
18 14.73 +0.31 ...
dd 47.97 +3.75 ...
cc 2.28 –0.16 ...
dd 3.05 –0.09 ...
dd 75.51 +0.57 ...
dd 46.71 +0.12 ...
dd 2.31 –0.20 ...
46 6.26 +0.42 ...
dd 36.18 +0.29 ...
dd 21.67 –0.87 ...
dd 45.88 +0.88 ...
68 32.20 –1.99 ...
22 177.80 –3.89 ...
50 269.55 –0.77 .39
12 21.09 +1.10 .20
dd 2.26 –0.14 ...
dd 14.46 –0.54 ...
Europe
Asia
Right Turn: France’s CAC 40 index lost 9% in the June quarter, ahead of expected gains by the far-right in Sunday’s vote.
Party On: Ahead in July is the Third Plenum meeting, where
China’s leaders may announce new economic policy moves.
S&P Europe BMI
-0.78%
Norway
Germany
Denmark
-0.10
-0.25
-0.32
-0.39
-0.48
-0.75
-0.90
-1.41
-1.45
-2.09
S&P Pan Asia BMI
Philippines
Japan
Indonesia
India
New Zealand
South Korea
Singapore
1.32
1.06
0.76
Belgium
Sweden
Switzerland
Netherlands
Italy
Spain
U.K.
Greece
Finland
France
-0.33
-0.37
-0.62
-0.86
-2.19
-2.29
0.74%
3.49
3.04
2.77
1.44
1.16
0.53
0.20
Malaysia
Australia
Thailand
Taiwan
China
Hong Kong
Indexes based on S&P Global Broad Market Indices
Source: S&P DJ Indices
Key Foreign Stock Market Indexes
Year-to-Date
Chg.
% Chg.
Year-to-Date
Chg.
% Chg.
Most Recent
Close
Week’s
%Chg.
Most Recent
Close
Week’s
%Chg.
Amsterdam AEX
923.85
–0.15
+137.03
+17.42
Milan FTSE All Share
35378
–0.37
+2899.06
Athens General
1404.26
–1.39
+111.12
+8.59
Oslo Composite
1653.22
+1.59
+133.90
+8.81
Bangkok SET
1300.96
–0.42
–114.89
–8.11
Paris CAC
7479.40
–1.96
–63.78
–0.85
Bombay Sensex
79032
+2.36
+6792.46
+9.40
Santiago Selective
3477.21
–1.15
+9.67
+0.28
Brussels Bel-20
3887.24
–0.17
+179.47
+4.84
Sao Paulo Bovespa
123906
+2.11
–10278
–7.66
Buenos Aires Merval
1611295
+2.21
+681590
+73.31
Seoul Composite
2797.82
+0.49
+142.54
+5.37
Copenhagen OMX 20
2887.71
+0.73
+604.18
+26.46
Shanghai Composite
2967.40
–1.03
–7.53
–0.25
Dublin ISEQ
9364.88
–0.53
+604.52
+6.90
Shenzhen B Share Idx
1125.84
+1.38
+44.84
+4.15
EURO STOXX SXXE
501.60
–0.60
+27.46
+5.79
Singapore FTSE STI
3332.80
+0.81
+92.53
+2.86
EURO STOXX 50 SXSE
+8.93
4894.02
–0.27
+372.37
+8.24
Stockholm OMXS
975.04
–0.32
+72.15
+7.99
Frankfurt DAX
18235
+0.40
+1483.81
+8.86
STOXX Europe 50 SXSP
4491.43
–0.48
+398.06
+9.72
Helsinki OMHX
9937.44
–1.58
–160.25
–1.59
STOXX Europe 600 SXXP
511.42
–0.72
+32.43
+6.77
17718
–1.72
+671.22
+3.94
Sydney S&P/ASX 200
7767.50
–0.37
+176.68
+2.33
+28.45
Hong Kong Hang Seng
Istanbul IMKB
10647
–1.15
+3177.73
+42.54
Taipel Weighted
23032
–0.95
+5101.44
7063.58
+2.67
–209.22
–2.88
Tel Aviv 125 Index
1947.48
+0.49
+60.40
+3.20
79707
–0.08
+2813.96
+3.66
Tokyo Nikkei-225
39583
+2.56
+6118.91
+18.28
Kuala Lumpur Composite
1590.09
–0.02
+135.43
+9.31
Toronto S&P/TSX
LISBON PSI
4475.49
–1.69
–256.79
–5.43
Vienna ATX
London FTSE - 100
8164.12
–0.89
+430.88
+5.57
Madrid IBEX 35
10943
–0.80
+841.60
+8.33
Manila Composite
6411.91
+4.12
–38.13
–0.59
Mexico City IPC
52440
–0.66
–4946.23
–8.62
Jakarta Composite
Johannesburg All Share
21875
+1.49
+917.35
+4.38
3609.47
+0.50
+174.50
+5.08
Wellington S&P/NZX 50
11717
+0.30
–53.06
–0.45
Zurich Swiss
11993
–0.16
+856.04
+7.69
Indexes are based on local currencies. Because of various holidays and other market closings, the most
recent close is not necessarily that of the week of publication.
44
BARRON’S
TOP 500 EXCHANGE-TRADED PORTFOLIOS
D ATA
NOTICE TO READERS: Listed are
the top 500 ETF’s based on weekly
volume.
Name
Tick
Sym
Yld
Last
Div
Chg. Amt.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Bats
ARKGenomicRev
ARKG ... 23.48 –0.89
...
ARK21ShrsBitcoin
ARKB ... 59.98 –4.23
...
AlphaArch1-3M
BOXX ... 107.82 +0.09
...
BlkRkShDurBd
NEAR 5.0 50.33 +0.02 .1999
BlkRkUltShBd
ICSH 5.2 50.53 +0.04 .2206
DimenIntlCore2
DFIC 2.8 26.29 +0.19 .3647
DimenIntlHiProf
DIHP 2.4 26.32 +0.14 .2858
FTVestLadBuffer
BUFR ... 28.92 +0.06
...
FTVestN100Jun
QJUN ... 26.47 –0.01
...
FTVestRising
RDVI 8.5 23.38 –0.13 .174
FTS&P500Div
KNG 9.4 50.52 –0.89 .3829
FTVestUSEqJu
GJUN ... 34.11 +0.05
...
FidBlueChipGr
FBCG .0 42.44 +0.08 .008
FidWiseBTC
FBTC ... 52.46 –3.68
...
FrankBitcoin
EZBC ... 34.82 –2.47
...
GlbXUSInfrDevt
PAVE .6 37.02 –0.40 .156
GS PhysGold
AAAU ... 23.01 +0.03
...
InnovS&P500PwrJ
PJUL ... 38.85 +0.05
...
InnovS&P500PwrA
PAPR ... 34.66 +0.09
...
InvscRuss1000Dyn
OMFL 1.5 52.49 –0.40 .2461
iPathS&P500VIX
VXX ... 10.92 –0.37
...
iShBrdUSDHYCpBd
USHY 6.8 36.28 –0.11 .2103
iShCoreMSCIEAFE
IEFA 3.1 72.64 +0.35 1.3096
iShCurrMSCIEAFE
HEFA 2.7 35.56 +0.24 .3963
iShIntlSelDiv
IDV 6.7 27.67 +0.06 .236
iShTransportAvg
IYT 1.3 65.43 +1.17 .1864
iShUSAero&Def
ITA .9 132.05 –2.33 .2661
iShUSHomeConstrn
ITB .5 101.06 –1.72 .1435
iShEdgeMSCIMinEM EEMV 2.9 57.21 +0.46 1.058
iShEdgeMSCIMinUSA USMV 1.8 83.96 –0.17 .3603
iShEdgeMSCIUSAMom MTUM .6 194.87 –0.55 .1623
iShEdgeMSCIUSAQual QUAL 1.0 170.76 –1.29 .375
iShExpTechSftwr
IGV ... 86.90 +2.13
...
iShFRBd
FLOT 5.9 51.09 +0.05 .2486
iShIntlAggBd
IAGG 3.5 49.92 –0.17 1.7697
iShMSCIEAFEGrw
EFG 1.5 102.30 +0.04 .6555
iShMSCIEurozone
EZU 2.9 48.83 –0.10 1.0429
iShMSCIIndia
INDA ... 55.78 +1.09
...
iShMSCIEAFEValue
EFV 4.7 53.04 +0.51 1.5357
iShRuss2500
SMMD 1.4 62.60 +0.33 .1637
iSh20+YTrBdBuy
TLTW 16.8 25.68 –0.47 .2466
iShUSTreasuryBd
GOVT 3.0 22.57 –0.13 .0596
JPMBetaJapan
BBJP 2.8 56.43 +1.79 1.6015
JPMCorePlusBd
JCPB 4.8 46.33 –0.25 .2081
NeosS&P500Hi
SPYI 11.7 50.15 –0.42 .4997
-1xShVIXFutures
SVIX ... 47.67 +1.46
...
PacerGlCashCows
GCOW 6.3 33.72 –0.58 .3455
PacerUSCashCows
COWZ 2.1 54.49 –0.59 .2443
PacerUSSCCash100
CALF 1.1 43.56 –0.43 .0823
ProShS&P500Arist
NOBL 2.2 96.13 –1.67 .3863
ProShShtVIXST
SVXY ... 61.39 +1.03
...
ProShUltVIXST
UVXY ... 23.54 –1.15
...
ProShVIXMTFut
VIXM ... 14.33 –0.21
...
ProShVIXSTFut
VIXY ... 10.85 –0.34
...
ReturnStackGlbSt
RSSB .6 22.69 –0.09 .1294
T-Rex2XInvrNVIDIA NVDQ ... 2.02 +0.07
...
T-Rex2XLgNVIDIA
NVDX ... 168.98 –14.02
...
2xBitcoinStrategy
BITX 9.9 31.68 –6.19 .9677
2xEther
ETHU .3 11.72 –1.34 .0027
2xLongVIXFut
UVIX ... 5.60 –0.35
...
VanEckHYMuni
HYD 4.3 51.65 –0.42 .2133
VanEckMstrWd
MOAT .8 86.61 –0.42 .7285
VanEckVietnam
VNM 5.5 12.17 –0.28 .6552
VangdESGIntlStk
VSGX 2.9 57.27 +0.11 .3131
VangdESGUSStk
ESGV 1.1 96.62 +0.09 .2226
VangdUltShrtBd
VUSB 5.0 49.52 +0.04 .2189
NASDAQ
DefNasdaq100Enh
DirexAAPLBull2X
DirexAmznBl2X
DirexNVDABear1X
DirexNVDABull2X
DirexTSLABr1x
DirexTSLABl2x
FT CapStrength
FT EnhShtMat
FT LatAmAlpha
FT LowDurOpp
FT NasdCybersec
FT RisingDivAch
FT SMID CapRising
FT TCW Opp
GlbXAI&Tech
GlbXCloudComp
GlbXNasd100Cv
GlbX Robotics&AI
GrShr1.25xLTesla
GrShr2xLongAMDDly
GrShr2xLongCOINDly
GrShr2xLgMeta
GrShr2xLgNVDA
GrShr2xLgTSLA
GrShr2xShNVDA
InvscActMgdETC
InvscBS30CpBd
InvscBS28CpBd
InvscBS25CpBd
July 1, 2024
QQQY 68.9 14.99 +0.03 .8013
AAPU 2.2 32.56 +0.79 .0842
AMZU 2.3 37.30 +1.20 .2117
NVDD 5.4 7.92 +0.11 .0311
NVDU .8 111.20 –7.97 .2606
TSLS 3.9 21.02 –1.93 .2399
TSLL 4.3 9.20 +1.23 .0788
FTCS 1.4 84.04 –1.06 .2843
FTSM 5.0 59.60 –0.20 .245
FLN 5.0 17.64 –0.47 .3805
LMBS 4.5 48.05 –0.33
.17
CIBR .5 56.42 +1.31 .0662
RDVY 1.9 54.75 –0.22 .2616
SDVY 1.6 33.38 +0.06 .1503
FIXD 4.4 43.05 –0.48 .155
AIQ .2 35.63 +0.10 .0193
CLOU ... 19.66 +0.43
...
QYLD 11.6 17.67 –0.10 .1628
BOTZ .2 30.85 +0.09 .0041
TSL 85.1 7.82 +0.71 6.6572
AMDL ... 16.44 +0.13
...
CONL .2 45.47 –2.01 .1086
FBL 29.6 26.69 +0.92 8.0045
NVDL 13.9 69.55 –4.94 1.6852
TSLR ... 13.95 +1.99
...
NVD ... 2.21 +0.08
...
PDBC 4.0 14.05 +0.01 .5601
BSCU 4.5 16.26 –0.11 .0679
BSCS 4.3 19.95 –0.12 .0784
BSCP 3.7 20.45 –0.07 .068
Name
Tick
Sym
InvscBS25HYCpBd
InvscBS24CpBd
InvscBS27CpBd
InvscBS26CpBd
InvscBS29CpBd
InvscKBWBank
InvscNasd100
InvscPHLXSemicon
InvscQQQI
iShBiotech
iShBitcoin
iShBrdUSDInvCpBd
iShCoreMSCITotInt
iShCore1-5YUSDBd
iShCoreS&PUSGrw
iShCoreS&PUSVal
iShCoreTotUSDBd
iShESGAwareMSCI
iShESGAwareEM
iShESGAwareUSA
iShFallAngelUSDBd
iSh5-10YIGCpBd
iShGlbCleanEner
iShGlbInfr
iShiBdsDec25Trea
iShiBdsDec24Trea
iShJPMUSDEmBd
iShMBS
iShMSCIACWI
iShMSCIACWIxUS
iShMSCIACxJpn
iShMSCIBrazilSC
iShMSCIChina
iShMSCIEAFESC
iShMSCIEMxChina
iShMSCIEurFinls
iSh1-5YIGCpBd
iSh1-3YTreaBd
iShPfd&Incm
iShSemiconductor
iSh7-10YTreaBd
iShShortTreaBd
iSh3-7YTreaBd
iSh20+YTreaBd
JPMNasdEqPrem
ProShUltPrQQQ
ProShUltShQQQ
RoundMagSeven
SprottJrUranium
T-Rex2XInvrTesla
T-Rex2XLgTesla
Tradr1.25XNVDABr
TradrShInnovDly
TradrTSLABearDly
USTrea3mBill
ValkyrieBitcoin
VanEckGlFallAngHY
VanEckSemicon
VangdIntrCorpBd
VangdIntermTrea
VangdIntlHiDiv
VangdLTCorpBd
VangdLongTrea
VangdMBS
VangdRuss1000Grw
VangdRuss2000
VangdSTCpBd
VangdShtTmInfltn
VangdShortTrea
VangdTotalBd
VangdTotIntlBd
VangdTotIntlStk
WT USQltyDiv
BSJP 7.1 22.91 –0.13 .1098
BSCO 3.2 21.06 –0.05 .0658
BSCR 4.1 19.22 –0.09 .0705
BSCQ 3.8 19.18 –0.07 .0658
BSCT 4.3 18.16 –0.11 .0725
KBWB 3.0 53.50 +0.98 .4265
QQQM .7 197.11 –0.43 .3454
SOXQ .6 43.09 –0.57 .0687
QQQ .6 479.11 –1.07 .5735
IBB .3 137.26 –0.08 .126
IBIT ... 34.14 –2.44
...
USIG 4.3 50.21 –0.37 .1855
IXUS 2.2 67.56 +0.32 1.0484
ISTB 3.4 47.37 –0.08 .1462
IUSG .8 127.48 +0.16 .1667
IUSV 1.9 88.13 –0.16 .4397
IUSB 3.7 45.22 –0.27 .1498
ESGD 2.1 78.78 +0.54 .9185
ESGE 2.3 33.53 +0.01 .6208
ESGU 1.2 119.32
... .3842
FALN 6.0 26.19 –0.23 .133
IGIB 4.1 51.26 –0.28 .1837
ICLN 1.2 13.32 –0.59 .1228
IGF 2.5 47.92 –0.24 .9069
IBTF 4.2 23.22 +0.01 .0844
IBTE 4.4 23.98 +0.03 .0927
EMB 4.9 88.48 –0.90 .3606
MBB 3.7 91.81 –0.74 .2823
ACWI 1.7 112.40 +0.25 .9354
ACWX 2.2 53.13 +0.24 .7141
AAXJ 1.4 71.98 –0.15 1.1081
EWZS 4.2 11.74 –0.15 .2451
MCHI 1.9 42.17 –0.95 .1905
SCZ 1.6 61.64 +0.15 .8304
EMXC 2.1 59.20 +0.42 .491
EUFN 4.7 22.36 +0.03 .3201
IGSB 3.6 51.24 –0.04 .165
SHY 3.5 81.65 +0.01 .2616
PFF 6.3 31.55 –0.02 .1596
SOXX .6 246.63 –3.15 .2249
IEF 3.2 93.65 –0.70 .2709
SHV 5.1 110.50 +0.11 .4723
IEI 2.8 115.47 –0.29 .2955
TLT 3.6 91.78 –2.18 .3083
JEPQ 8.8 55.50 +0.26 .4311
TQQQ 1.2 73.82 –0.58 .2151
SQQQ 11.2 8.28 –0.12 .1605
MAGS .0 45.11 +0.70 .1459
URNJ 4.0 23.92 –0.69 .9508
TSLZ ... 24.45 –4.39
...
TSLT ... 12.64 +1.76
...
NVDS 10.7 40.10 +0.97 21.3586
SARK 10.7 30.58 –0.36 3.2644
TSLQ 11.7 31.98 –2.66 3.7319
TBIL 5.3 50.02 +0.04 .2183
WGMI .3 21.17 –0.46 .055
ANGL 5.9 28.30 –0.31 .1511
SMH ... 260.70 –4.19
...
VCIT 4.1 79.93 –0.41 .2992
VGIT 3.2 58.23 –0.22 .1787
VYMI 4.6 68.53 +0.48 1.0087
VCLT 5.0 75.86 –1.37 .3183
VGLT 3.8 57.68 –1.19 .2025
VMBS 3.7 45.40 –0.35 .1498
VONG .6 93.81 +0.02 .1406
VTWO 1.5 81.97 +0.74 .2994
VCSH 3.5 77.28 –0.04 .258
VTIP 2.8 48.54 +0.08 .0267
VGSH 3.9 57.99 +0.01 .2061
BND 3.4 72.05 –0.47 .219
BNDX 4.7 48.67 –0.26 .0959
VXUS 3.1 60.30 +0.24 .4835
DGRW 1.6 78.05 –0.61
.17
Yld
Last
Div
Chg. Amt.
Name
Tick
Sym
ConsStaplesSPDR
DefR2000EnhOpt
DimenCoreFxIncm
DimenEmgCore
DimenEMCore2
DimenIntlCore
DimenShDurFix
DimenUSCore
DimenUSCoreEq2
DimenUSHiProf
DimenUSLCVal
DimenUSSCValue
DimenWorldexUS
DirexDJBull3X
DirexEnerBull2x
DirexChinaBr3
DirexChinaBl3
DirexFinlBear3
DirexFinlBull3
DirexGoldMinBr2
DirexGoldMinBl2
DirexJrGoldMinBr2
DirexJrGoldMnBl2
DirexRealEstBl3
DirexRegBksBl3x
DirexS&P500Br3
DirexS&PBiotBr3
DirexS&PBiotBl3
DirexS&P500Br1
DirexS&P500Bl3
DirexS&POilBr2
DirexS&POilBl2
DirexSemiBr3x
DirexSemiBl3
DirexScBear3
DirexSCBull3
DirexTechBear3
DirexTechBull3
Direx20+TreaBr3
Direx20+YrTrBull
EnSelSectorSPDR
FidEnhIntl
FidEnhLCCore
FidEnhLCGrw
FidHiDiv
FidMSCIEn
FidTotalBd
FinSelSectorSPDR
FT DJ Internet
FT EnergyAlpDx
FT MstarDiv
FT PfdSecs
FT TCWUnPlBd
FT ValLineDiv
FlexGlbUpNatRsc
FrankFTSEJapan
XLP 2.8 76.58 –1.09 .5819
IWMY 94.6 14.55 +0.19
.91
DFCF 4.6 41.54 –0.26 .1859
DFAE 2.3 25.87 +0.02 .1789
DFEM 2.4 26.73 –0.01 .1898
DFAI 2.5 29.67 +0.19 .3819
DFSD 4.3 47.00 –0.03 .2108
DFAU 1.1 37.49 –0.02 .1027
DFAC 1.1 32.24
... .0967
DUHP 1.4 31.99 –0.20 .0766
DFLV 1.7 28.91 +0.09 .1235
DFSV 1.3 28.78 +0.32 .1136
DFAX 2.8 25.42 +0.12 .2961
WEBL ... 17.99 +0.90
...
ERX 2.7 65.09 +2.55 .5116
YANG 5.1 8.73 +0.35 .1403
YINN 2.8 22.36 –1.49 .0489
FAZ 5.2 10.63 –0.06 .1796
FAS 1.3 100.99 –1.19 .3636
DUST 5.1 7.62 –0.10 .1518
NUGT 1.9 37.58 –0.35 .1985
JDST 6.4 3.85
... .8983
JNUG 2.2 37.25 –0.96 .3498
DRN 2.9 8.78 +0.11 .0412
DPST 2.7 70.23 +9.27 .5557
SPXS 6.6 7.85 –0.08 .1042
LABD 5.9 7.33 –0.17 .0664
LABU .5 113.44 +0.83 .1606
SPDN 6.1 11.77 –0.13 .2117
SPXL .8 146.07 –0.67 .3038
DRIP 5.2 9.57 –0.59 .177
GUSH 2.6 35.45 +1.12 .2234
SOXS 13.1 22.68 +0.55 .4133
SOXL .5 55.36 –2.84 .0632
TZA 4.7 18.56 –0.87 .2356
TNA 1.1 36.67 +1.07 .2184
TECS 7.2 5.86 +0.02 .1227
TECL .3 97.38 –2.38 .0709
TMV 4.0 35.89 +2.02 .2699
TMF 3.6 48.50 –4.13 .4973
XLE 3.2 91.15 +1.40 .7148
FENI 2.9 28.34 +0.07 .277
FELC 1.3 30.60 +0.06 .079
FELG .8 32.26 +0.04 .046
FDVV 3.0 46.78 –0.20 .319
FENY 2.9 25.09 +0.62 .184
FBND 4.6 44.93 –0.48 .179
...
XLF ... 41.11 –0.22
FDN ... 204.94 +3.60
...
FXN 1.9 18.20 +0.21 .0789
FDL 4.5 37.93 –0.15 .4854
FPE 5.8 17.36 –0.03 .0965
UCON 5.1 24.45 –0.15
.10
FVD 2.3 40.75 –0.47 .2795
GUNR 3.4 40.14 +0.19 .1589
FLJP 5.2 28.76 +0.94 1.0265
Yld
Div
Chg. Amt.
Last
B A R R ON S .C OM / D ATA
Name
Tick
Sym
FrankUSCoreDiv
GlbXCopperMiners
GlbXRuss2000Cvr
GlbXS&P500Cv
GlbXSilverMiners
GlbX US Pfd
GlbX Uranium
GSTreasury0-1Y
GSActBetaIntlEq
GrShrGold
GrayscaleBitcoin
HealthCrSelSect
iMGPDBiMgdFut
IndSelSectorSPDR
InvscDBComm
InvscDBAgriFd
InvscDBUSDBull
InvscEMSovDebt
InvscNatAMTFrMuni
InvscPreferred
InvscS&P500EW
InvscS&P500EWTech
InvscS&P500HiDiv
InvscS&P500LowVol
InvscS&P500Mom
InvscS&P500Qual
InvscS&P500Top50
InvscS&PMCQual
InvscSrLoan
InvscSolar
InvscUltShDur
InvscVarRtPfd
InvscWildClnEngy
iShChinaLC
iShCoreDivGrowth
iShCoreMSCIEM
iShCoreMSCIEur
iShMSCIIntlDev
iShCoreMSCIPac
iShCoreS&P500
iShCoreS&P MC
iShCoreS&P SC
iShCoreS&PTotUS
iShCoreUSAggBd
iShUSMedDevices
iShESGUSAggBd
iShExpTechSftwr
iShGlobalEnergy
iShGlobalREIT
iShGoldTr
iShGoldTrMicro
iShiBdsDec30Cp
iShiBdsDec25Cp
iShiBdsDec24Cp
iShiBdsDec29Cp
iShiBdsDec26Cp
UDIV 2.0 42.13 +0.10 .1223
COPX 1.2 45.11 –0.11 .3907
RYLD 12.5 16.03 –0.01 .1654
XYLD 9.3 40.43 –0.16 .2819
SIL .5 31.19 –0.60 .1374
PFFD 6.4 19.68 +0.01 .105
URA 5.9 28.95 –0.68 1.6816
GBIL 5.1 100.08 +0.10 .4384
GSIE 2.6 33.65 –0.25 .1354
BAR ... 22.96 +0.03
...
GBTC ... 53.24 –3.80
...
XLV 1.5 145.75 –1.06 .5725
DBMF 5.1 30.06 +0.10 .254
XLI 1.5 121.87 –1.10 .4213
DBC 4.7 23.23 +0.03 1.0893
DBA 4.0 23.80 –0.79 .9604
UUP 6.0 29.13 +0.03 1.7455
PCY 6.8 20.00 –0.41 .1096
PZA 3.1 23.68 –0.25 .0636
PGX 7.1 11.55 –0.08 .0554
RSP 1.6 164.28 –1.31 .6802
RSPT .5 36.66 –0.06 .0422
SPHD 4.2 44.43 –0.16 .1363
SPLV 2.3 64.95 –0.83 .1103
SPMO .7 87.46 +0.10 .1266
SPHQ 1.2 63.54 –1.03 .2055
XLG .8 45.75 +0.02 .0899
XMHQ .7 97.03 –5.67 .2036
BKLN 8.8 21.04 –0.09 .1568
TAN ... 40.21 –3.02
...
GSY 5.6 49.90 –0.19 .2283
VRP 6.2 23.96 –0.12 .1021
PBW 3.3 20.15 –0.47 .1406
FXI 2.7 25.99 –0.43 .0848
DGRO 2.4 57.61 –0.19 .3107
IEMG 2.8 53.53 –0.07 .5095
IEUR 3.1 56.95 –0.24 1.1922
IDEV 3.1 65.64 +0.32 .8684
IPAC 3.1 61.22 +1.30 1.1054
IVV 1.3 547.23 +0.22 1.6111
IJH 1.3 58.52 –0.03
.16
IJR 1.4 106.66 +1.22 .3263
ITOT 1.3 118.78 +0.09 .3081
AGG 3.4 97.07 –0.69 .2948
IHI .5 56.04 –0.34 .0314
EAGG 3.6 46.61 –0.30 .1507
IGM .2 94.31 +0.23 .038
IXC 3.7 41.51 +1.03 .6362
REET 3.1 23.25 +0.20 .1333
...
IAU ... 43.93 +0.04
IAUM ... 23.20 +0.03
...
IBDV 4.5 21.26 –0.06 .0802
IBDQ 3.5 24.86 +0.02 .0787
IBDP 3.4 25.13 +0.02 .0836
IBDU 4.5 22.67 –0.06 .0896
IBDR 3.8 23.82 +0.01 .0812
Yld
Last
Div
Chg. Amt.
Selected ETF Leaders
iShares Core S&P
Small Cap (IJR)
1.16%
Vanguard FTSE
Developed Markets
(VEA)
iShares Core MSCI
EAFE (IEFA)
0.67
0.48
NYSE ARCA
ARK Innovation
abrdnPhysGold
abrdnPhysSilver
AdvShMSOS2xDly
AdvShPureUSCan
AlerianMLPETF
AllianzUSLCBf20J
AllianzUSLCBf20M
AmplifyAltHarvest
AmplifyJrSilver
ArkFinInnov
AvantisEM
AvantisIntlEquity
AvantisIntlSCVal
AvantisUSLCValue
AvantisUSSCValue
BitwiseBitcoin
BlkRkFlexIncm
BlkRkUSEqRotat
CapitalGrpCoreBal
CapitalGrpCoreBd
CapGrpCore
CapGrpCorePlus
CapGrpDivVal
CapGrpGlbGrw
CapitalGrpGrw
CapGrpUSMult
CommSvsSPDR
CnsmrDiscSel
ARKK ... 43.95 +0.63
...
SGOL ... 22.22 +0.04
...
SIVR ... 27.84 –0.39
...
MSOX ... 2.78 –0.13
...
MSOS ... 7.33 –0.02
...
AMLP 7.4 47.98 +1.23
.94
JULW ... 33.31 +0.06
...
MARW ... 29.51 +0.04
...
MJ 5.2 3.32 –0.18 .0558
SILJ .0 11.32 –0.24 .0009
ARKF ... 27.86 +0.28
...
AVEM 2.8 61.09 –0.57 1.141
AVDE 3.1 62.26 –0.80 .7718
AVDV 3.2 64.95 –0.61 .8884
AVLV 1.6 62.84 –0.09 .2203
AVUV 1.7 89.72 +1.04 .3067
BITB ... 32.69 –2.33
...
BINC 5.1 52.20 –0.07 .2376
DYNF .6 46.94 –0.04 .0437
CGBL 1.6 29.73 –0.11 .1398
CGCB 3.6 25.82 –0.26 .0829
CGUS 1.1 32.25 –0.12 .0794
CGCP 5.3 22.22 –0.18 .0851
CGDV 1.5 33.00 –0.23 .1293
CGGO .7 29.44 –0.29 .1126
CGGR .3 32.89 +0.07 .0564
CGMS 6.0 26.92 –0.20 .1156
XLC .9 85.66 +0.72 .2243
XLY .8 182.40 –0.21 .3918
SPDR Gold Shares
(GLD)
-0.05
-0.22
-0.30
-0.43
-0.65
-1.20
0.11
SPDR S&P 500 ETF
Trust (SPY)
Invesco QQQ Trust
(QQQ)
Vanguard Total Stock
Market (VTI)
Vanguard FTSE
Emerging Markets
(VWO)
Vanguard Total Bond
Market (BND)
Vanguard Dividend
Appreciation (VIG)
Source: Barron’s Statistics
Name
Tick
Sym
iShiBoxx$HYCpBd
iShiBoxx$IGCpBd
iShLatinAmer40
iShMSCIAustralia
iShMSCIBrazil
iShMSCICda
iShMSCI EAFE
iSh MSCI EM
iShMSCIFrance
iShMSCIGermany
iShMSCIHongKong
iShMSCIIndonesia
iShMSCIIntlMom
iShMSCIIntlQual
iShMSCIJapan
iShMSCIMexico
iShMSCISaudiArabia
iShMSCISingapore
iShMSCISthKorea
iShMSCITaiwan
iShMSCIUK
iShNatlMuniBd
iShRuss2000Val
iShRussMC
iShRussMCGrw
iShRuss1000
iShRuss1000Grw
iShRuss1000Val
iShRussTop200Gr
iShRuss2000
iShRuss2000Gw
iShS&P500Grw
iShS&P500Value
iShS&PGSCIComm
iShShtNatlMuniBd
iShSilver
iShTIPSBond
iSh10-20YTreaBd
iSh10+YIGCpBd
iShTreaFRBd
iShUSRealEst
iShUSTech
iSh0-5YHYCpBd
iSh0-3MTreaBd
JanusHendersonAAA
JanusHendMtg
JanusHenShrtDur
JPM EqPrem
JPM IntlResearch
JPM USQualFactor
JPM UltShIncm
KraneCSICnInt
KraneCnInternet
MAXS&P5004X
MatlsSelSector
MicroFANG-3XInvr
MicroFang+3x
MicroGold3XInvr
MicroGold3xLvgd
NuvGrowthOpps
PGIMUltraShBd
Pimco25+YrZC
PimcoEnhShMat
PimcoMultiBd
ProShBitcoin
ProShShBitcoin
ProShShtDow30
ProShShrtQQQ
ProShShRuss2000
ProShShrtS&P500
ProShUltBitcoin
ProShUltBlmCrude
ProshUltBbgNtGas
ProShUltDow30
ProShUltraQQQ
ProShUltRus2000
ProShUltraS&P
ProShUltSemi
ProShUltSilver
ProShUltDow30
ProShUltRus2000
ProShUltS&P500
ProShUltShDow30
ProShShtRus2000
ProShUltSh&P500
ProShUltShBbgCrd
ProShUltShBlmGas
ProShUltDow30
ProShUltShQQQ
ProShUltShRus2000
ProShUltShS&P500
ProShUltShSilver
RealEstSectorSPDR
SPDRBlackSrLoan
SPDRBBCpBd
SPDRBlmCvSecs
SPDRBlmEMLocBd
SPDR Blm HY Bd
SPDRBlmInvGrdFR
SPDRBB1-10YTIPS
SPDRBbg1-3MTB
SPDRBlmSTHYBd
SPDR 3-12MT-Bill
SPDR DJIA Tr
HYG 5.9 77.14 –0.25 .3998
LQD 4.3 107.12 –1.00 .415
ILF 6.1 24.76 –0.01 .8603
EWA 3.9 24.43 +0.06 .4883
EWZ 7.8 27.33 –0.13 1.221
EWC 2.3 37.09 +0.60 .4859
EFA 3.0 78.33 +0.38 .9307
EEM 2.4 42.59 –0.08 .748
EWQ 3.1 37.78 –0.60 .9146
EWG 2.5 30.62 +0.44 .7585
EWH 5.1 15.30 –0.27 .4295
EIDO 4.4 19.27 +0.48 .1758
IMTM 2.2 38.69 +0.55 .3541
IQLT 2.6 39.05 +0.06 .3689
EWJ 2.0 68.24 +2.23 .8746
EWW 2.7 56.61 –0.66 .4756
KSA 2.8 40.62 –0.38 .5432
EWS 4.6 19.20 +0.18 .5344
EWY 2.5 66.09 +0.97 1.651
EWT 3.3 54.19 –0.44 5.527
EWU 4.1 34.88 –0.23 .7471
MUB 2.8 106.55 –0.26 .2614
IWN 2.0 152.30 +2.46 .5669
IWR 1.3 81.08 –0.19 .218
IWP .5 110.35 –0.24 .118
IWB 1.2 297.54 –0.10 .8692
IWF .5 364.51 +0.49 .4439
IWD 2.0 174.47 –0.39 .7697
IWY .5 214.52 +0.40 .2495
IWM 1.3 202.89 +2.54 .5221
IWO .7 262.53 +2.31 .3709
IVW .6 92.54 +0.20 .0836
IVE 1.8 182.01 –0.65 .8424
GSG ... 22.15
...
...
SUB 1.9 104.55 –0.10 .1663
SLV ... 26.57 –0.41
...
TIP 3.2 106.78 –0.26 .0648
TLH 4.1 102.70 –1.75 .359
IGLB 4.9 50.04 –0.87 .2061
TFLO 5.3 50.66 +0.03 .2709
IYR 2.9 87.74 +0.61 .3365
IYW .2 150.50 +0.13 .231
SHYG 6.6 42.20 –0.09 .2367
SGOV 4.1 100.71 +0.09 .4276
JAAA 6.4 50.88 +0.05 .256
JMBS 4.9 44.65 –0.36 .1899
VNLA 4.5 48.54 –0.01 .2067
JEPI 7.3 56.68 –0.02 .3452
JIRE 2.6 62.60 +0.31 1.5991
JQUA 1.2 52.95 –0.40 .1928
JPST 5.0 50.47 +0.05 .214
KWEB 1.7 27.02 –1.27 .4193
KLIP 59.8 12.88 –0.92 .5901
SPYU ... 42.14 –0.30
...
XLB 2.0 88.31 –1.33 .4255
FNGD ... 24.65 –1.21
...
FNGU ... 445.11 +17.11
...
GDXD ... 23.30 +0.19
...
GDXU ... 33.54 –0.26
...
NUGO .1 32.16
... .0348
PULS 5.7 49.70 +0.03 .2226
ZROZ 4.0 75.09 –3.07
.77
MINT 5.2 100.65 +0.14 .425
PYLD 5.1 25.64 –0.06 .118
BITO 32.1 22.51 –1.69 1.6814
BITI 4.8 8.46 +0.52 .0202
DOG 5.3 28.88 –0.34 .4035
PSQ 7.2 40.50 –0.68 .7556
RWM 5.4 20.81 –0.53 .2585
SH 6.5 11.41 –0.18 .1418
BITU .8 26.71 –4.36 .0152
UCO ... 33.50 +0.58
...
BOIL ... 15.67 –2.72
...
DDM .9 82.97 –0.44 .2453
QLD .2 99.81 –0.39 .0554
UWM .8 37.23 +0.82 .0607
SSO .6 82.60 –0.30 .1777
USD .0 139.12 –7.47 .0269
AGQ ... 37.09 –1.18
...
UDOW .9 78.60 –0.61 .1314
URTY .5 43.23 +1.31 .0847
UPRO .7 76.84 –0.36 .2235
SDOW 6.1 16.63 –0.19 .2517
SRTY 6.2 27.79 –1.50 .3738
SPXU 10.4 28.82 –0.49 .6351
SCO ... 15.57 –0.27
...
KOLD ... 49.19 +6.40
...
DXD 2.2 32.00 –0.35 .2504
QID 8.8 38.33 –0.67 .7882
TWM 5.2 11.23 –0.41 .0859
SDS 8.1 23.04 –0.39 .3439
ZSL ... 11.33 +0.36
...
XLRE 3.5 38.41 –0.07 .3871
SRLN 8.9 41.80 +0.07 .3051
SPBO 5.1 28.70 –0.23 .1265
CWB 2.0 72.06 +0.47 .132
EBND 5.7 19.89 –0.01 .1015
JNK 6.6 94.27 –0.30 .5308
FLRN 5.8 30.85 +0.04 .1549
TIPX 3.9 18.48
... .1151
BIL 5.2 91.78 +0.08 .405
SJNK 7.5 24.97 –0.05 .1571
BILS 5.2 99.37 +0.09 .4336
DIA 1.8 391.13 –0.21 .8736
Yld
Last
Div
Chg. Amt.
Name
Tick
Sym
SPDREuroStx50
SPDRGoldMini
SPDR Gold
SPDR ICE Pfd
SPDRNuvBBHYMuni
SPDRPtfAggBd
SPDRPtfDevxUS
SPDRPtfEM
SPDR PtfHYBd
SPDRPtfIntermCpBd
SPDR PtfIntTrea
SPDRPtfLTCorpBd
SPDRPtfLtTrea
SPDRPtfMtgBkdBd
SPDRS&P500Value
SPDRPtfS&P1500
SPDRPtfS&P500
SPDRS&P500Growth
SPDRS&P500HiDiv
SPDRPtfS&P400MC
SPDRPtfS&P600SC
SPDRPtfSTCpBd
SPDRShtTermTrea
SPDRS&PBank
SPDR S&P 500
SPDR S&P Home
SPDRS&PInsurance
SPDR S&P Metals
SPDRS&PRegBkg
SchwabEM Equity
Schwab5-10YCpBd
SchwabFdEMEq
SchwabFdIntlEq
SchwabFdUSLgCo
SchwabIntmUSTrsr
SchwabIntEquity
SchwabST USTr
SchwabUS AggrBd
SchwabUS BrdMkt
SchwabUS Div
SchwabUS LC
SchwabUS LC Grw
SchwabUS REIT
SchwabUS SC
Schwab US TIPs
SimplifyVolPrem
SPDR S&PMdCpTr
SPDR S&P Biotch
SPDRS&POil&Gas
SPDR S&P Retail
TRoweCapAppr
TechSelectSector
TeucriumWheatFd
USGlobalJets
UtilitiesSelect
VanEckBDCIncm
VanEckGoldMin
VanEck IG FR
VanEckJPMEMLCBd
VanEckJrGoldMin
VanEckMerkGoldTr
VanEckOilSvcs
VanEckPfdxFin
VangdSC Val
VangdDivApp
VangdEnergy
VangdExtDuratn
VangdFTSEAWxUS
VangdAWxUSSC
VangdFTSEDevMk
VangdFTSE EM
VangdFTSE Europe
VangdFTSE Pac
VangdFinls
VangdGrowth
VangdHiDiv
VangdInfoTech
VangdIntermBd
VangdLC
VangdLongTermBd
VangdMC
VangdRealEst
VangdS&P500ETF
VangdST Bond
VangdSC
VangdTaxExemptBd
VangdTotalStk
VangdTotWrldStk
VangdValue
WT EMxSOE
WT EM HiDiv
WT FRTrea
WT IndiaEarn
WT IntlHdgQual
WT JapanHdg
XtrkHarvCSI300
XtrkMSCIEAFE
XtrkUSDHYCpBd
YieldAMZNOpt
YieldCoinOpt
YieldMSTROpt
YieldNVDAOpt
YieldTSLAOpt
YieldUltOptIncm
YieldUnivFdOpt
FEZ 2.8 50.03 –1.04 .0989
GLDM ... 46.09 +0.07
...
GLD ... 215.01 +0.23
...
PSK 6.4 33.93 +0.10
.18
HYMB 4.2 25.44 –0.19 .0913
SPAB 3.7 25.09 –0.16 .0811
SPDW 2.8 35.08 –0.39 .6182
SPEM 2.6 37.67 –0.54 .4514
SPHY 7.8 23.23 –0.06 .1498
SPIB 4.2 32.56 –0.08 .1223
SPTI 3.4 28.02 –0.09 .089
SPLB 5.0 22.55 –0.39 .0933
SPTL 3.7 27.22 –0.57 .0891
SPMB 3.4 21.57 –0.16 .0644
SPYV 2.0 48.74 –0.47 .2878
SPTM 1.3 66.35 –0.19 .2339
SPLG 1.3 64.00 –0.20 .2228
SPYG .8 80.13 +0.05 .1242
SPYD 4.6 40.23 +0.16 .4869
SPMD 1.4 51.30 –0.20 .2077
SPSM 1.7 41.53 +0.37 .2059
SPSB 4.6 29.70
... .1231
SPTS 4.1 28.87
... .1048
KBE 2.9 46.39 +1.59 .3306
SPY 1.3 544.22 –0.29 1.759
XHB .7 101.08 –1.82 .1469
KIE 1.5 49.83 –0.62 .1784
XME .8 59.33 +0.27 .0961
KRE 3.2 49.10 +2.09 .3919
SCHE 3.2 26.56 –0.11 .8224
SCHI 5.1 44.10 –0.23 .1891
FNDE 4.2 29.57 –0.32 1.0175
FNDF 3.1 35.03 +0.05 .7692
FNDX 1.8 66.98 –0.15 .3186
SCHR 3.5 48.77 –0.15 .1491
SCHF 2.8 38.42 –0.11 .7038
SCHO 4.2 48.13 +0.01 .1671
SCHZ 3.7 45.58 –0.33 .1414
SCHB 1.3 62.87 –0.16 .2243
SCHD 3.6 77.76 –0.36 .7423
SCHX 1.3 64.25 –0.25 .1958
SCHG .4 100.84 +0.23 .1037
SCHH 3.3 19.97 +0.04 .2245
SCHA 1.4 47.45 +0.37 .2331
SCHP 3.3 52.01 –0.14 .2083
SVOL 16.1 22.46 –0.24
.30
MDY 1.2 535.08 –0.27 1.9974
XBI .1 92.71 +0.33 .1148
XOP 2.3 145.47 +2.09 .7772
XRT 1.4 74.98 –0.78 .3743
TCAF ... 31.41 –0.03
...
XLK .7 226.23 –2.18 .3392
WEAT ... 5.31 –0.01
...
JETS ... 19.66 –0.07
...
XLU 3.2 68.14 –1.25 .5551
BIZD 10.4 17.11 +0.11 .4679
GDX 1.5 33.93 –0.06 .5001
FLTR 6.2 25.51 +0.03 .1257
EMLC 6.4 23.78 –0.06 .1156
GDXJ .7 42.12 –0.30 .2736
OUNZ ... 22.46 +0.03
...
OIH 1.3 316.18 +10.84 4.2235
PFXF 7.6 17.30 +0.06 .0851
VBR 2.2 182.52 –0.59 1.0165
VIG 1.8 182.55 –2.22 .8992
VDE 3.0 127.57 +2.27 .9484
EDV 4.0 73.41 –2.34 .7685
VEU 3.1 58.64 +0.23 .4589
VSS 2.9 117.49 +0.25 .8403
VEA 3.4 49.42 +0.33 .4607
VWO 3.2 43.76 –0.19 .1704
VGK 3.2 66.77 –0.29 1.0317
VPL 2.8 74.18 +1.29 .2035
VFH 1.9 99.88 –0.27 .4608
VUG .5 374.01 +0.62 .456
VYM 3.0 118.60 –0.28 1.0237
VGT .6 576.59 –1.15 .7624
BIV 3.5 74.89 –0.42 .2383
VV 1.3 249.62 –0.82 .8643
BLV 4.5 70.29 –1.37 .2704
VO 1.6 242.10 –1.65 .9288
VNQ 4.3 83.76 –0.21 1.0328
VOO 1.3 500.13 –1.65 1.7835
BSV 2.9 76.70 –0.04 .2203
VB 1.5 218.04 –0.17 .8466
VTEB 3.0 50.11 –0.15 .1308
VTI 1.4 267.51 –0.80 .9519
VT 2.0 112.63 +0.20 .5779
VTV 2.5 160.41 –1.53 1.0149
XSOE 1.6 30.63 –0.10 .175
DEM 5.3 43.31 –0.96 .225
USFR 5.4 50.31 –0.19 .227
EPI ... 48.28 +0.76
...
IHDG 1.6 45.59 –0.51 .215
DXJ 2.2 112.82 +4.45 .305
ASHR 2.5 23.57 –0.20 .5925
DBEF .7 41.44 +0.31 .236
HYLB 6.1 35.46 –0.10 .1846
AMZY 35.0 22.08 –0.12 .9541
CONY 110.9 20.38 –0.02 1.6982
MSTY 171.5 28.89 –0.77 3.03
NVDY 52.7 29.31 –0.28 2.563
TSLY 82.0 16.16 +0.57 .6448
ULTY 108.8 13.49 –0.01 1.1337
YMAX 39.3 19.51 –0.06
.73
Yld
Last
Div
Chg. Amt.
July 1, 2024
BARRON’S
MUTUAL FUNDS
D ATA
About Our Funds
The listings include the top 2500
open-end funds by assets. These
funds value their portfolios daily
and report net asset values (the
dollar amount of their holdings
divided by the number of shares
outstanding) to the National
Association of Securities Dealers.
Total returns reflect both price
changes and dividends; these
figures assume that all distributions are reinvested in the fund.
Because Lipper is constantly updating its database, these returns
may differ from those previously
published or calculated by others.
3 year returns are cumulative. The
NAV is the last reported closing
price for the week. Footnotes: NA:
not available. NE: performance
excluded by Lipper editor. NN: fund
not tracked. NS: fund not in
existence for whole period. e: ex
capital gains distributions. f:
previous day’s quote. n: no frontor back-end sales charge. p: fund
assets are used to pay marketing
and distribution costs (12b-1 fees).
r: fund levies redemption fee or
back-end load. s: stock dividend or
split of 25% or more. t: fund charges
12b-1 fees (for marketing and
distribution) and a back-end load.
v: capital-gains distribution may be
a return of capital. x: ex cash
dividend.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
A
AAM:
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
B&GIncGroClI
AB Funds:
24.92 -0.31
9.6 19.7
AlBeGblBndFdClZ 6.84 NA NA NA
AllMktRtrn1
8.79 NA NA NA
BFIntStrEqSCB 13.17 0.09 14.2 7.2
CapFdInc.LCapGow111.79 NA NA NA
DiscovValFd
21.70 -0.02 2.5 7.9
ImpactMunIncmSh 9.77 -0.03 1.2 -2.0
IntlStraEquPtZ 13.21 0.08 14.3 7.9
MuniIncmShares 11.17 NA NA NA
MuniInflStr1
10.71 NA NA NA
SmCapGrwPortZCl 66.33 0.61 6.7 -21.4
TxMulSecIncShs 9.69 -0.01 2.0 4.8
AB Funds - A:
GrowthA
122.06 NA
HighIncomeA
6.87 NA
LgCpGrA
99.01 NA
MuCA A
10.52 NA
NtlMuA
9.67 NA
RelatValA
6.63 -0.02
SmCpGroA
57.09 0.52
SmMdCpGrA 10.74 0.05
SustGlblThemGrA154.11 -1.08
AB Funds - ADV:
NA NA
NA NA
NA NA
NA NA
NA NA
8.7 23.9
6.5 -22.3
7.2 -16.2
5.7 -0.9
BdFdTxAwFxInOpp 10.58 NA NA NA
CAPtf
10.52 NA NA NA
ConGroAdv
56.24 -0.75 6.7 8.4
GlbBd
6.84 NA NA NA
HiIncmAdv
6.88 NA NA NA
IntlSmCapPtADV 11.94 NA NA NA
IntlStraEquPtADV 13.19 0.09 14.3 7.9
IntlStrgCore
14.37 NA NA NA
LgCpGrAdv
111.88 NA NA NA
MuniBdInfl
10.78 NA NA NA
NationalPtf
9.67 NA NA NA
SelectUSLgShrt 15.03 NA NA NA
SmCapCorePortADV 12.76 0.14 0.6 3.7
SmMdCpGr
12.17 0.07 7.3 -15.6
SmMidCpValAdv 22.75 -0.02 2.5 7.8
SustGlbThemAdv167.53 -1.17 5.9 -0.2
SutblIntlThemat 19.96 -0.15 1.4 -13.1
TxMgdWlthAppAdv 21.93 NA NA NA
WlthApprStr 21.25 NA NA NA
AB Funds - C:
LgCpGrC
AB Funds - I:
63.81
NA
NA
NA
GlbBd
6.84 NA
LgCpGroI
111.01 NA
SmCpGroI
65.65 0.60
Aberdeen Fds:
NA NA
NA NA
6.7 -21.6
EmMktEqty Inst 13.73 0.04
UltStMuniIncInst 10.03 0.00
Advisers Inv Trst:
4.6 -26.8
1.9 6.9
Balanced n
91.40 -0.16 9.8 21.2
Growth n
120.30 -0.23 14.0 33.2
Muni n
8.07 -0.02 -0.5 -1.8
AdvisorsInnerCir:
LSVValEq
Akre Funds:
26.78 0.00
7.2 18.4
AkreFocusInst 63.43 -0.33
AkreFocusRtl 60.82 -0.32
Alger Funds A:
6.1 14.5
6.0 13.6
CapApr
SpectraN
Alger Funds I:
45
32.55 -0.09 28.8 22.1
26.28 -0.10 28.3 12.6
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
CapAppr I-2
100.19 -0.29 28.1 22.7
Alger Funds Inst:
CapApprI
AllianzGI:
42.66 -0.12 28.8 22.2
MidCpValA
24.47
Allspring Funds Mana:
NA
Equity Fund
12.47 -0.08
Amana Income:
NA
NA
7.4 10.9
AmanaIncm n 67.24 0.01 12.4 29.5
AmanaGrowth n:
AmanaGrowth n 82.73 -0.16 15.8 36.1
Amer Beacon Insti:
LgCapinst
27.83 -0.01
SmCpInst
25.00 0.23
Amer Beacon Inv:
8.2 23.9
0.2 12.9
LgCapInv
24.24 -0.01
American Century A:
8.0 22.8
EqIncA
8.65 -0.04
American Century G:
4.0 10.5
EmgMktsDebt 8.68 -0.04 -0.3 -4.8
FocusDynamGrowth64.84 1.02 25.6 7.9
GlBond
8.57 -0.04 -0.5 -6.0
InfAdjBd
10.42 -0.03 0.9 -3.6
NonUSIntrVal 9.46 -0.09 2.0 12.8
NTIntlSmMid 10.11 -0.01 7.0 -15.4
SDIPB
10.30 0.02 2.2 6.6
SmCapGrowth 22.29 0.30 6.8 -6.1
SmCpVal
10.50 0.13 0.7 6.4
Sustain Equity 54.03 -0.02 14.2 31.1
American Century I:
CaHYMu
9.79 -0.03 1.9 -2.9
DivBnd
9.08 -0.06 -0.5 -9.0
EmgMkt
11.39 0.04 10.7 -24.5
EqInc
8.66 -0.04 4.1 12.0
Growth
59.86 0.09 19.3 31.7
HighIncome
8.50 -0.02 2.2 4.9
IntTF
10.74 -0.02 0.4 -1.6
MdCapVal
15.58 -0.06 0.9 13.0
SDIPB
10.29 0.02 2.0 5.2
ShtDurStrInc
8.89 -0.01 2.2 2.4
SmCapGrowth 20.85 0.27 6.2 -8.8
SmCapVal
10.47 0.13 0.3 3.7
Sustain Equity 53.76 -0.03 13.9 28.8
Ultra
95.61 0.57 20.9 29.0
Value
8.00 0.00 2.9 18.3
American Century Ins:
Avantis US Eq 17.30 0.04 11.0 25.0
Avantis US SCV 16.48 0.25 1.3 25.4
CAIntTf
11.16 -0.03 0.3 -1.3
American Century Inv:
Balanced n
19.18 -0.06 7.8 10.9
CaHYMu n
9.80 -0.02 1.8 -3.5
CAIntTF n
11.16 -0.02 0.2 -1.9
DiscCoreVal n 34.89 -0.09 7.3 8.3
DivBnd n
9.07 -0.07 -0.7 -9.5
EqGro n
31.19 -0.01 15.4 21.7
EqInc n
8.65 -0.04 4.1 11.3
FocGlGrwth n 11.94 -0.06 11.7 2.9
FocLgCapVal n 10.20 -0.07 3.9 18.3
FocusDynamGrowth n 60.57 0.94 25.1 5.1
GlGold n
11.90 -0.04 12.0 0.7
Grwth n
57.87 0.08 19.1 30.9
Heritage n
24.20 -0.03 10.6 -2.7
InfAdjBd n
10.43 -0.03 0.7 -4.9
Intl Gr n
12.62 -0.01 4.5 -11.5
IntTF n
10.73 -0.03 0.2 -2.3
MdCapVal n
15.56 -0.06 0.8 12.3
OneChAgg n
15.81 -0.01 7.0 5.6
OneChCon n
12.86 -0.10 3.7 1.7
OneChMod n 14.89 -0.08 5.6 3.2
OneChoice2025 n 13.97 -0.03 3.8 2.9
OneChoice2035 n 16.02 -0.03 4.6 3.0
OneChoice2045 n 17.50 -0.02 5.8 3.7
OneChoiceRet n 12.30 -0.09 3.7 3.3
Select n
118.29 0.60 18.1 30.2
SmCapGrowth n 19.82 0.27 6.2 -9.3
SmCpVal n
10.33 0.12 0.1 3.0
Sustain Equity n 53.60 -0.03 13.7 28.0
Ultra n
89.97 0.53 20.7 28.2
Value n
7.98 0.00 2.9 17.8
American Century R6:
AmCentUltraFdR6 96.65 0.58 20.9 29.5
EqInc
8.68 -0.03 4.4 12.6
Growth
60.11 0.09 19.4 32.3
InfAdjBd PACH R6 10.41 -0.03 0.8 -4.2
MdCapVal
15.58 -0.05 1.0 13.5
OCP2030
11.10 -0.02 4.3 4.0
OCP2035
10.23 -0.02 4.8 4.1
SmCapGrowth 21.33 0.28 6.3 -8.4
SmCpVal
10.47 0.12 0.3 4.2
American Century Y:
EqInc
8.68 -0.04
IntTF
10.73 -0.03
American Funds Cl A:
4.3 12.6
0.4 -1.6
2010TarRetA
3.4
11.70 -0.03
5.0
2015TarRetA
2020TarRetA
2025TarRetA
2030TarRetA
2035TarRetA
2040TarRetA
2045TarRetA
2050TarRetA
AmcpA
AMutlA
BondA
BalA
CapIBA
CapWA
CapWGrA
EupacA
FdInvA
GBalA
GovtA
GwthA
HI TrA
HiInMuniA
ICAA
IncoA
IntBdA
IntlGrIncA
LtdTEBdA
N PerA
NEcoA
NwWrldA
SmCpA
STBFA
STTxExBdA
TECAA
TxExA
WshA
AMG Funds:
D ATA PR O V IDE D BY LIP P E R
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
12.35 -0.04 3.8 5.1
13.52 -0.05 4.2 5.7
15.26 -0.05 4.7 5.7
17.09 -0.05 5.9 7.6
18.83 -0.05 7.3 9.6
20.09 -0.05 8.8 11.9
20.68 -0.04 9.2 12.2
20.37 -0.04 9.4 12.0
42.38 -0.02 13.3 15.3
54.42 -0.24 7.6 24.1
11.17 -0.07 -0.7 -8.8
34.56 -0.10 8.7 15.4
68.23 -0.16 4.4 10.5
15.79 -0.08 -3.7 -17.7
65.49 -0.26 9.9 13.8
57.21 0.01 7.0 -8.9
81.15 -0.31 14.7 29.0
37.45 -0.22 4.1 4.0
11.78 -0.07 -1.2 -8.9
73.77 0.23 16.8 19.0
9.56 -0.02 3.8 7.8
15.20 -0.03 3.6 -0.5
57.18 -0.01 14.6 36.4
24.10 -0.05 4.3 11.0
12.34 -0.04 0.2 -3.4
37.33 -0.28 5.7 2.1
15.21 -0.02 0.2 -1.0
62.31 -0.07 11.5 9.1
62.71 -0.01 16.2 8.3
80.10 -0.40 6.8 -8.8
66.53 0.08 0.4 -17.6
9.45 0.00 1.3 0.7
9.88 -0.01 0.6 0.6
16.68 -0.03 0.9 -2.1
12.37 -0.03 0.6 -2.3
60.43 -0.19 11.3 33.1
QualIntMunBdInst 10.97 -0.04 -0.1 -1.6
ShtTBdInst
9.39 -0.03 1.9 3.2
BalanA p:
RRSmCapValI 15.41 NA
TmSqMdCpGw I 17.54 NA
AMG Managers Funds:
NA
NA
NA
NA
Brandywine I n 39.07
GWKMBd I
11.31
GWKSmCpCr I 30.81
TSSmCapGrFd Z 17.65
TSSmCpGrFd N n 16.37
YachtmanFocFd I 21.05
YacktFocFd N n 21.12
YacktmanFd I 24.51
Angel Oak Funds Trst:
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
AglOkMtiStFdClIn 8.54
AQR Funds:
NA
NA
NA
DAFR6
12.03 0.07 1.2 2.0
DivArbI
12.03 0.07 1.2 1.7
DivStr I
12.61 -0.02 12.4 43.2
IntlMultiStyle R 13.86 0.12 7.6 11.9
LgCapDefStyle I 23.92 -0.14 8.8 14.2
LgCapDefStyle R 23.88 -0.14 8.9 14.4
LgCpMultiStyle R 19.65 -0.04 15.1 35.1
LngShrtEq I
15.86 0.09 20.2 96.7
MgdFutStrI
9.02 -0.03 10.3 47.6
RskBalComF I
8.79 -0.04 6.0 41.8
StylePremAlt I 8.31 -0.06 21.5 91.6
StylePremAlt R 8.36 -0.06 21.5 92.0
TMEmgMultStyle R 10.67 0.02 11.6 -9.5
ArbitrageI :
ArbitrageI
13.23 0.08
Ariel Investments:
ApprecInv n
Ariel Inv n
Aristotle:
0.2
4.3
38.06 -0.31 -2.8 -1.6
68.58 0.31 0.4 -2.0
Invest Mgr Ser T n 13.55
Aristotle Fd Series:
NA
NA
NA
PortOptModAggClA p 12.15
Aristotle Value:
NA
NA
NA
Equity Fund n 21.37
Artisan Funds:
NA
NA
NA
GblOppInst
35.70 -0.02 12.3 2.6
GblOppInv n
34.65 -0.03 12.1 1.9
Intl Inv n
29.03 0.12 8.2 1.4
IntlInst
29.19 0.12 8.4 2.2
IntlVal Inst
48.72 -0.29 6.0 23.0
IntlVal Inv n
48.53 -0.30 5.9 22.2
MidCapInst
43.34 0.21 4.2 -16.7
MidCapInv n
36.20 0.17 4.1 -17.3
SmCpInv n
33.70 0.22 4.6 -27.1
Ave Maria Funds:
Bond n
Growth n
RisingDivd n
11.88 -0.02
47.42 -0.43
22.44 -0.27
2.3 4.4
6.1 12.1
6.6 23.3
B
Baird Funds:
AggBdInst
CorBdInst
IntBdInst
9.66 -0.09 -0.2 -7.8
9.99 -0.09 0.1 -6.6
10.22 -0.05 0.9 -3.0
BalanA p
Baron Funds:
26.72 -0.08
Cash Track
Seeking Equity: New commitments of cash narrowed the past month’s outflow from stock funds, to a
weekly average of $1.4 billion. Money-market inflows remained fairly steady, at $5.3 billion a week. Taxablebond funds took in 20% more cash, averaging $3.4 billion a week, while muni-bond funds got an average of
$50 million a week.
7.0 10.8
Asset n
100.14 -0.65 2.2
Growth n
92.52 -0.17 -3.3
Opportunity n 42.43 0.35 20.3
Partners n
146.56 6.33 -8.2
SmallCap n
31.61 -0.31 4.5
Baron Instl Shares:
-8.2
-5.5
2.4
-6.1
-3.9
Equity Funds
106.36 -0.68 2.3 -7.5
AssetInst
DiscoveryInst 27.01 0.29 -3.6 -30.1
EmergingMktsInst 14.97 0.11 6.8 -23.6
FifthAvenueInst 51.61 1.09 19.1 -8.9
FocGrowthInst 38.65 0.84 1.5 7.3
GrowthInst
97.88 -0.18 -3.2 -4.8
OpptortunityInst45.25 0.38 20.4 3.2
PartnersInst 152.79 6.61 -8.1 -5.3
RealEstateInst 35.15 -0.06 -1.7 -6.1
SmallCapInst 34.20 -0.33 4.6 -3.1
BBH Funds:
BdMktN n
10.33 0.00
Bernstein Fds:
3.1
Ca Mu n
13.83 -0.03
DivrMuni n
13.85 -0.03
EmMkts n
28.30 NA
IntDurInstl
12.86 NA
IntmDur n
11.19 NA
IntmedDivMuni 13.84 -0.03
NY Mun n
13.40 -0.03
BlackRock Funds:
0.8 0.8
0.7 0.0
NA NA
NA NA
NA NA
0.8 0.2
0.5 -0.1
AdvLCGrwA
26.26 -0.02 20.5 30.7
AdvLgCapCore 21.96 -0.09 16.1 28.4
BalCapFd
26.77 0.04 8.7 14.2
BasicVal
19.14 -0.01 6.3 21.7
CAInsMuni
12.03 -0.05 1.9 -1.2
CapAppr
39.03 -0.13 22.4 20.4
EqtyDivd
20.31 -0.01 6.9 18.8
GlblAlloc
19.43 0.04 6.3 0.0
HlthScOp
71.58 0.08 9.4 10.5
iSMSCIIntldx n 15.89 0.04 5.4 7.6
LgCp Focus Gr
7.53 -0.03 21.5 20.3
MdCpGrA
33.19 -0.24 1.6 -15.6
MultiAstIncome 10.01 -0.02 3.2 2.3
NatlMuni
10.11 -0.02 0.6 -4.2
NYMUNIOPP 10.69 -0.06 1.7 0.0
ScTechOppA 64.41 -0.02 26.4 7.8
StratMuniOpp 10.67 -0.08 2.8 -3.7
StrtIncOpptyInvA 9.37 -0.02 1.6 1.8
TotRet
9.78 -0.08 -0.4 -10.0
BlackRock Funds C:
MultiAstIncome 10.00 -0.01
BlackRock Funds III:
3.0
0.0
iShS&P500IdxK639.58 -2.65 15.3 33.2
iShUSAggBdIdxK 8.89 -0.07 -0.6 -8.6
BlackRock Funds Inst:
AdvIntl Inst
19.34 0.17 7.2 12.7
AdvLCGrwInst 27.96 -0.02 20.6 31.8
AdvLgCapCore 23.26 -0.09 16.2 29.4
BalCapFd
26.94 0.04 8.8 15.0
BasicVal
19.68 -0.01 6.4 22.7
CAInsMun
12.04 -0.05 2.0 -0.4
CapAppr
44.79 -0.16 22.5 21.3
EmgMkts
25.04 0.04 3.3 -23.1
EqtyDivd
20.42 -0.01 7.0 19.6
FloRateIncPorIns 9.68 0.00 3.9 18.1
LgCpFocusGwth 8.46 -0.03 21.7 21.3
GlblAlloc
19.62 0.04 6.4 0.8
GlDnymcEq
14.46 -0.14 11.3 24.7
GlobLg/ShrtCrIns 9.25 0.00 4.0 4.2
HiEqInc
28.39 -0.08 5.4 20.1
HlthScOp
76.66 0.09 9.6 11.3
HYMuni
9.18 -0.06 4.9 -3.1
Interntnl
20.01 0.05 2.0 -12.1
IntlDvd
36.61 0.06 6.0 13.5
iShMSCIIntldx 16.03 0.05 5.5 8.4
MdCpDvd
23.49 -0.10 4.5 17.6
MdCpGrEq
39.18 -0.28 1.7 -14.9
MultiAstIncome 10.02 -0.02 3.4 3.0
NatlMuni
10.10 -0.02 0.6 -3.5
NYMUNIOPP 10.68 -0.06 1.8 0.7
ScTechOppInst 71.10 -0.01 26.6 8.6
StratIncOpptyIns 9.38 -0.02 1.8 2.7
StratMuniOppI 10.67 -0.09 2.9 -3.1
Municipal Bond Funds
5500
340
2000
May
Jun
Money Market Funds
May
200
-1500
60
-5000
-80
-8500
May
Jun
-220
Jun
Taxable Bond Funds
18900
9.9
CoreBd Inst
8.16 -0.06 -0.5 -9.2
CoreBd K
8.18 -0.07 -0.5 -9.1
CreStraInc Inst 8.88 -0.02 2.1 -1.2
HiYBlk
7.03 -0.01 3.4 7.4
HiYInvA
7.02 -0.01 3.1 6.0
HiYldBd Inst
7.03 0.00 3.4 7.1
InflProtBdInst 9.64 -0.04 1.0 -3.8
LDurBlk
8.97 -0.01 1.9 2.1
LowDurBdA
8.98 0.00 1.9 1.3
LowDurI Inst
8.98 0.00 1.9 2.0
BlackRock Funds A:
B A R R ON S.C OM / DATA
4300
6100
3400
-6700
2500
-19500
1600
-32300
May
700
Jun
A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
The charts above show four-week moving averages of net cash flow in millions of dollars.
BARRON'S • Lipper FMI
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
TacOpp Inst
14.28 0.23 7.4 18.2
TotRet
9.78 -0.07 -0.2 -9.1
WorldInc
5.15 -0.03 -2.0 -11.5
BlackRock Funds K:
Gr&IncA
47.30 -0.03 12.0 19.1
Gr&IncI
44.86 -0.03 12.1 20.0
GrowthA
43.25 0.08 21.1 21.0
MktNeutA
14.78 0.02 3.3 9.8
MktNeutI
14.59 0.03 3.4 10.6
Calvert Group:
AcornA
7.71 0.02 2.9 -17.2
AMTTEBd
14.75 -0.05 2.0 -5.3
BalancedA
52.52 -0.12 9.7 15.6
BldrAggrsv
13.09 -0.01 10.7 11.3
BldrMod
10.45 -0.08 6.6 3.6
ContCoreA
36.12 -0.01 16.3 33.5
DisplCoreA
15.15 0.08 16.1 32.2
DivIncA
32.46 -0.11 7.7 23.5
DivOpptyA
37.06 0.03 7.0 19.7
EqValA
12.29 -0.03 7.3 16.5
FocEqA
16.05 0.00 16.3 13.7
GlobEq
19.57 -0.07 16.3 12.5
GlobTech
76.27 0.12 16.5 31.3
HiYldBd
10.79 -0.01 2.4 3.8
IncmBldr
11.29 -0.07 0.7 -3.4
LgCpGrowA
69.48 -0.01 21.9 29.9
LgCpIdx n
57.96 -0.04 15.0 31.7
LgCpVl A
16.54 0.01 8.6 20.3
LiGoBalA
11.69 -0.24 8.6 7.6
MdCpIndxA n 14.67 0.00 6.0 12.5
MidCapGthA 23.23 -0.05 7.3 -6.1
SelgComuInfoA 130.02 0.09 16.3 30.6
SelMidCpValA 13.60 0.00 6.6 18.4
SmCpIdxA n
23.02 0.28 -0.9 -2.1
StratIncA
21.52 -0.17 1.2 -1.8
TaxEA
11.86 -0.04 1.6 -4.3
TechA
83.19 -0.22 25.1 39.3
TotReBdA
29.85 -0.21 -0.3 -12.0
Columbia Class Adv:
SmCpIdx I
23.29 0.28 -0.8 -1.4
StratInc I
21.07 -0.16 1.4 -1.0
Thermostat I 15.69 -0.04 3.0 0.6
TotReBd I
29.86 -0.22 -0.2 -11.4
Columbia Class I2:
CapAppr
45.36 -0.15 22.6 21.6
BlackRock Funds R:
6.7 17.5
CalLngTrmInFdClI 15.57 -0.10 -0.3 -8.1
Calvert Investments:
ActMidA
58.41 -0.43 4.8 13.5
AMTMunBd
13.33 -0.04 0.6 -3.1
AMTMunBdZ n 13.35 -0.03 0.8 -2.5
Aprec n
43.97 0.00 10.7 22.2
AssetAllocM
13.37 -0.03 7.6 9.2
CA AMTMuBdZ n 13.50 -0.03 0.4 -3.9
Dr500In n
58.71 -0.04 15.0 31.4
Dreyf n
19.44 -0.01 20.5 45.6
DreyMid r Inv n 29.84 0.00 5.9 12.3
FloRtIncY
11.12 0.01 4.6 19.0
GlbStkI
22.31 -0.25 6.9 13.6
GlFxIncI
20.11 NA NA NA
HYldI
5.32 -0.01 2.9 3.8
InstS&PStkIdx I 59.93 -0.04 15.2 32.5
IntlStkI
25.01 -0.08 5.2 1.1
IntlStkY
24.69 -0.08 5.2 1.2
ResrchGrA
19.43 0.05 18.8 18.9
ResrchGrZ n
20.30 0.05 18.9 19.6
SmCpStk r Inv n 25.67 0.30 -0.9 -2.2
SmMidCpGrI 26.06 0.11 -0.9 -28.6
StratValA
44.32 0.05 7.9 37.6
StrgVal I
44.66 0.05 8.0 38.6
WWGrA
73.57 -0.17 8.4 17.1
BNY Mellon Funds Tru:
Bal A
43.74 -0.24 12.1 16.9
Eq A
80.79 -0.92 5.4 17.7
LCCoreReIdxA 46.29 -0.03 14.0 24.9
Carillon Eagle:
Equity Div
20.62 -0.01
BNY Mellon Funds:
BondFd
10.80 -0.10 -0.6 -9.5
IntmBdFd
11.79 -0.04 1.0 -1.5
MCMultiStrM 16.71 -0.04 4.0 3.6
NtlIntmMuni 12.90 -0.03 -0.2 -2.1
Boston Trust Walden:
BostonBalanced 62.18 -0.54
BrandesInstIE I :
5.7 13.5
BrandesInstIE I 21.24
Bridgeway Funds:
NA
NA
NA
SmCpVal n
36.90 NA
Brown Advisory Funds:
NA
NA
EmrgMktFdInstlSh 11.78 0.02 9.2 -3.5
GrowEqInv n
29.18 0.15 10.2 2.9
GrwthEquityInst 29.96 0.16 10.3 3.4
SmallCapFndInst30.30 0.48 2.9 15.9
SmCapGrInv n 22.59 0.25 -0.1 -12.2
BrownSmCoInv n:
BrownSmCoInv n 65.53 0.53 -6.2 -33.1
Buffalo Funds:
DiscFd n
SmCap n
24.08 -0.03 0.4 -8.7
14.02 0.20 -0.7 -34.2
C
Calamos Funds:
ConvI
17.51 0.19
3.4 -8.7
MdCpGrA
73.26 -0.28
Carillon Reams:
3.9 -5.2
CoreBd I
10.64 -0.08 -0.5 -8.9
CorePlBd I
29.37 -0.22 -0.4 -6.6
UnconstrndBd I 12.22 -0.04 1.8 4.1
Carillon Scout:
MidCap I
24.09 0.00 10.5
CausewayInst :
6.4
CausewayInst 20.34 0.01
CausewayInv n:
4.0 22.2
CausewayInv n 20.17 0.01
CIBC Atlas:
3.9 21.3
DispEq Inst
ClearBridge:
31.25 0.00 12.6 22.2
AggressGrowthA110.75 0.44 6.0 -5.9
AllCapValueA 14.62 -0.04 10.3 20.9
AppreciationA 35.30 -0.08 14.6 30.9
AppreciationI 35.02 -0.07 14.7 32.0
AppreciationIS 35.18 -0.07 14.8 32.3
DividendStrat1 n 29.44 -0.45 7.3 26.4
DividendStratA 29.42 -0.43 7.1 25.3
DividendStratI 30.59 -0.46 7.2 26.4
LargeCapGrowthA60.47 0.13 17.7 24.3
LargeCapGrowthI72.00 0.16 17.9 25.4
LargeCapValueA 41.98 -0.27 3.7 19.4
LargeCapValueI 41.88 -0.30 3.9 20.1
MidCapA
33.31 -0.15 -0.3 -6.3
SmallCapGrowthA34.68 0.50 -2.2 -25.6
SmallCapGrowthIS 39.75 0.58 -2.0 -24.7
SmallCapGrowthI38.84 0.57 -2.0 -24.9
SmallCapI
65.46 0.78 -1.9 -9.9
Clipper:
ClipperFd n
142.05 1.41 14.6 19.4
Cohen & Steers:
GblInfrI
22.24 -0.26 4.0 7.8
GlbRltyI
50.22 -0.33 -2.0 -12.2
InstlRlty
45.78 0.17 0.2 -1.1
IntlRltyI
8.31 -0.16 -6.8 -28.0
PrefSecIncmA 12.01 -0.04 5.0 -2.1
PrefSecIncnI 12.04 -0.04 5.1 -1.3
RltyIncA
15.36 0.06 0.6 -3.0
RltyIncI
16.50 0.06 0.7 -2.3
RltyShs n
62.58 0.25 0.1 -1.5
Colorado BondShares:
ColoradoBdShs 8.87 -0.01
Columbia Class A:
3.6
8.2
Balanced
53.04 -0.12 9.8 16.4
ContCore
37.59 -0.02 16.4 34.5
DivIncom
33.14 -0.11 7.8 24.4
SelLCVal
35.25 0.01 8.9 19.3
Columbia Class C:
Balanced
52.26 -0.13
DivInc
31.29 -0.12
Columbia Class I:
9.3 13.0
7.3 20.7
Acorn I
11.26 0.03 3.0 -16.6
AcornIntl I
25.05 -0.02 1.3 -16.8
AltBeta I
29.83 -0.06 6.0 5.2
Balanced I
52.37 -0.12 9.8 16.4
ConSec I
20.49 0.18 2.1 -9.6
ContCore I
36.59 -0.01 16.4 34.5
CorpIncm I
8.99 -0.06 0.0 -6.9
DivIncom I
32.49 -0.10 7.8 24.5
DivOppty
37.33 0.04 7.1 20.6
EmgMkt
13.25 -0.03 6.0 -34.0
FlexCap
13.21 0.01 3.6 4.4
GlbTechGw I 87.90 -0.22 25.3 40.4
GlobTech
79.24 0.14 16.7 32.3
LgCapGr
9.06 -0.06 11.6 3.2
LgCpGrow I
74.49 -0.01 22.1 30.9
LgCpIdx I
58.60 -0.04 15.2 32.7
MdCpIdx I
14.56 0.00 6.1 13.3
MidCapGth I
26.70 -0.06 7.4 -5.4
SelComunInfo 152.02 0.12 16.4 31.6
SelLCVal
34.65 0.01 8.9 19.3
SelMdCpVal I p 13.65 0.00 6.7 19.2
SmCapGth I
25.24 0.38 10.0 -21.8
SmCapVal I
47.69 -1.26 -0.8 11.9
Balanced I2
52.41 -0.12 9.8 16.5
ContCore I2
37.56 -0.02 16.4 34.7
DivIncom
33.10 -0.11 7.8 24.6
MidCapIndx
15.11 0.00 6.1 13.2
SelComunInfo 153.30 0.12 16.5 31.7
SmCapIndx
24.08 0.28 -0.8 -1.4
Columbia Class I3:
Balanced I3
53.05 -0.12 9.9 16.7
Bond I3
29.12 -0.20 0.3 -9.3
ContCore I3
37.61 -0.01 16.5 35.0
DivIncom
33.16 -0.11 7.9 24.8
SmCpVal II
15.74 0.18 2.3 6.9
Commerce Funds:
Bond n
17.59 -0.09
Community Capital Tr:
0.1 -6.8
CRAQualInvFd
Congress:
0.0 -7.4
9.31 -0.06
SmCapGw Inst 42.07 0.36
Credit Suisse Common:
8.4
ComdtyRet
23.13 -0.15
CrossingBridge:
5.2 19.5
LwDurHYld Inst 9.72
Cullen Funds:
NA
NA
9.4
NA
EmrgMktHighDiv I 13.01 -0.15 10.5 18.0
HiDivEqI
14.13 -0.08 5.4 13.3
D
Davenport:
Davenport Core n 34.59 0.11 12.5 27.6
EqOpp n
22.72 -0.11 1.2 10.4
Val&Incm n
18.49 0.00 6.4 8.0
Davis Funds A:
Fincl A
56.81 0.30 10.7 20.8
NYVen A
27.90 0.18 13.4 14.0
Davis Funds C & Y:
NYVenY
29.12 0.19 13.5 14.8
Del Invest Instl:
CorpBdI
15.11 -0.10
Value
17.19 -0.09
Delaware Invest A:
0.0 -10.2
3.2 10.9
Diver Inc
7.52 -0.06 -0.5 -9.1
GroInA
15.31 -0.12 9.4 34.7
LtdTrmDivA
7.80 0.00 1.6 1.7
Ntl HYlA
10.28 -0.02 3.8 -2.0
OppA
33.01 -0.19 3.8 14.5
SmCpValA
67.13 0.44 3.1 6.7
TxUSA
10.62 -0.06 1.5 -4.4
WealthBuilder p 14.86 -0.08 6.3 16.5
Deutsche DWS:
CapGrth
CapGrth n
CoreEq
120.70 -0.23 16.9 21.6
123.91 -0.24 17.1 22.5
34.72 -0.14 14.0 31.4
46
BARRON’S
MUTUAL FUNDS
D ATA
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
DivBldrA
15.75 -0.08 6.9 18.6
FloatRt
8.66 -0.01 3.6 14.5
FltgRtAdvg
10.01 -0.01 4.0 16.8
GblTxMgDivInc 17.26 -0.04 10.5 21.0
Inc Bos
5.14 0.00 2.9 7.7
LgCpVal
25.18 -0.11 6.9 20.1
NatlMuniInc
9.27 -0.03 0.7 -2.2
ShDurGovIncFd 7.22 -0.01 1.5 0.9
ShDurStratIncFd 6.58 NA NA NA
TMEAA
34.44 NA NA NA
2467.30 4.22 17.1 31.4
TMG1.0 n
TMG1.1
111.10 0.20 17.0 30.4
TMG1.2
49.94 0.08 16.9 29.8
TxManVal
40.27 -0.23 10.4 19.8
WW Hlth Science 14.39 0.04 10.1 17.1
Eaton Vance Class I:
FidFreedoK
13.05 0.00 10.3 12.0
FidSAI
8.93 -0.02 3.5 3.7
FidSAIEmerg 13.65 0.05 12.5 4.0
FidSAIIntern 12.88 -0.02 4.5 7.1
FidSer5
7.63 -0.05 -0.3 NS
FidSer0-5
9.68 0.01 2.3 NS
FIDSerEmgMkt 9.21 0.02 8.9 -18.4
FidSerInt
8.55 -0.04 -1.0 NS
FidSerToMarket 17.79 0.01 13.6 25.8
FIDSerTresIndxFd 9.93 0.00 2.5 9.2
FIDZroExtMktIx n 12.53 0.08 2.3 0.5
FIDZroLgCpIx n 19.42 0.00 15.3 31.3
Flex 500 Index 23.37 -0.01 15.3 33.4
FlexCsvtIncBnd 10.02 0.00 2.6 10.3
FlexIntIdx
13.34 0.04 5.8 0.8
FlexMidCapIdx 17.22 -0.09 4.9 7.2
FlexMuniInc
9.79 -0.03 0.6 -0.9
FlexUSBdIdx
8.97 -0.06 -0.6 -8.7
Freedom2060K 14.27 0.00 10.3 12.1
FreeInd2065Prem 14.25 0.00 9.1 11.5
GlexUSIdxInstPre n 14.89 0.05 5.8 0.8
GrowthCompanyK6 28.35 0.09 26.3 31.0
InflPrBdIndInsPr n 9.11 -0.02 0.9 -3.9
IntDiscoveryK6 13.79 0.02 12.6 -1.1
InterBondIndexCL n 9.14 -0.02 0.4 -3.9
IntlIdxInstPrem n 49.77 0.13 5.5 8.4
IntlIndex n
11.69 0.05 5.6 1.4
IntlSusIdxFd n 12.46 0.04 6.5 -2.8
IntrTresBdIxPrem n 9.53 -0.06 -0.9 -10.2
LgCpGwId InstPre n 35.60 0.07 20.7 37.9
LgCpVlIdxIstPrem n 17.19 -0.09 6.6 17.6
LTTrsBdIdxInstPr n 9.49 -0.21 -4.7 -28.0
MidCapK6
15.12 -0.06 4.0 16.7
MidCpGrwthIndx n 28.70 -0.06 6.0 -0.5
MidCpInxInstPrem n 31.43 -0.07 5.0 7.2
MidCpValIndex n 26.28 -0.05 4.5 11.2
NewMkt I
12.52 -0.05 3.4 -1.3
OTCK6Port
25.12 0.05 24.9 31.5
PuritanK6
15.77 -0.07 12.3 19.7
RealEstIdxInst n 15.22 0.15 -3.0 -8.0
SAIIntlMon
14.36 0.08 11.0 12.3
SAIIntlSmComplet 11.91 0.10 3.3 -10.1
SAIUSLgCpIndxFd 22.74 -0.02 15.3 33.3
SeriesBondFd 8.86 -0.06 -0.6 -8.7
SeriesOverseas 14.07 -0.01 8.5 9.0
SerLTTreBdIdx 5.49 -0.12 -4.7 -27.9
smallcpvInd n 25.45 0.23 4.5 -13.9
SmallCapValIndx n 23.87 0.41 -0.9 -2.0
SmCpIdxInstPrem n 25.45 0.30 1.8 -7.7
STBdIdx InstPrem n 9.78 -0.01 1.1 -0.5
STTreIdx InstPre n 10.10 -0.01 0.7 -1.4
TMktIdxInstPrem n 149.41 0.10 13.6 25.8
TotalMarketIndex n 18.90 0.01 13.7 26.9
TtlIntIdxInstPr n 13.85 0.04 5.3 0.0
USBdIdxInstPrem n 10.20 -0.07 -0.6 -8.7
USSusIdx n
24.62 -0.09 15.9 34.9
Fidelity Adv Focus A:
AllCapSelectI 23.98 -0.05 6.9 25.3
LgCapI
33.80 -0.10 6.3 14.2
LgCapY
33.84 -0.11 6.3 14.6
LongShortI
29.68 -0.10 10.2 19.5
SmMidCapI
25.66 0.03 0.7 4.9
Dimensional Fds:
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
D ATA P R O V ID E D BY LIP P E R
CoreEq n
35.27 -0.15 14.2 32.4
EqDivA
54.12 0.17 5.2 18.5
GblIncBldA
9.82 0.00 6.3 5.5
GblGrwS n
39.78 -0.13 7.6 -11.0
GNMA S n
11.51 -0.04 -1.3 -9.2
HiIncA
4.34 0.00 2.4 5.1
MgdMuniA
8.12 -0.02 1.0 -4.2
MgdMuniS n
8.14 -0.01 1.2 -3.4
S&P500S n
46.57 -0.03 15.1 32.2
TechA
39.34 0.06 28.0 35.4
Diamond Hill Funds:
2TGlFxd
9.91 -0.02 2.7 4.5
5GlbFxdInc
10.14 -0.08 2.7 -0.5
CAIntrTrmMuniBd 10.25 -0.02 -0.5 -0.9
CASTMuniBd 10.18 -0.02 1.3 3.1
Cont
30.38 -0.81 2.4 -1.3
DFARlEst
38.25 0.25 -1.6 -5.1
EmgMkt
29.43 -0.12 7.7 -6.1
EmgMktSoCoEq 14.95 -0.10 7.7 -6.1
EmgMktVa
31.70 -0.13 8.7 9.2
EmMktCorEq 24.03 -0.15 8.1 -1.7
EmMktSmCp 23.98 -0.20 5.7 1.0
Fixd
10.24 -0.03 2.8 6.4
GblAll60 40Inst 21.31 -0.12 6.6 11.3
GlAll25 75Inst 14.11 -0.12 4.1 5.9
GlEqInst
33.18 -0.14 9.7 19.7
GlRESec
9.98 0.07 -2.8 -10.4
InfProtSec
10.79 -0.18 1.0 -3.9
IntGvFxdInc
10.83 -0.13 -0.7 -9.9
IntlCoreEq
15.72 -0.15 4.2 7.1
IntlREst
3.50 -0.03 -6.2 -20.7
IntlSustCore1 12.62 -0.13 4.5 2.7
IntlVal
20.91 -0.13 6.4 22.1
IntlVectorEq
13.72 -0.13 4.1 7.6
IntrLrgCpGroPor 16.35 -0.10 3.5 2.1
IntSmCo
19.71 -0.19 3.2 -0.9
IntSmVa
22.31 -0.20 6.4 15.0
IntTermMuni
9.99 -0.03 -0.4 -0.1
IntVaIII
17.96 -0.14 6.3 22.2
ITExQual
9.46 -0.11 0.0 -8.3
LgCo
36.21 -0.14 15.2 33.0
LgCpIntl
27.33 -0.19 5.2 9.3
SclCrEqInst
14.46 -0.15 3.4 2.7
SelHdgGlFxd
9.34 0.01 2.8 0.7
STExQual
10.38 -0.06 2.6 1.9
STGov
9.92 -0.12 2.7 2.3
STMuniBd
10.15 -0.02 1.3 3.8
US CoreEq1
40.38 -0.13 12.7 28.9
US CoreEq2
36.04 -0.11 11.7 27.7
US Micro
26.52 0.31 1.4 10.1
US Small
45.05 0.34 2.1 10.1
US SmCpVal
45.35 0.37 1.7 24.0
US TgdVal
31.81 0.18 0.5 22.0
USLCpGr
36.20 -0.45 16.4 39.8
USLgVa
47.59 -0.07 7.9 20.6
USLgVaIII
30.56 -0.05 7.9 20.9
USSmCpGr
26.67 0.16 5.2 12.9
USSoCoreEq2 26.51 -0.07 12.1 26.2
USSustCoreI 41.90 -0.18 12.6 27.5
USVectorEq
25.44 0.03 5.8 19.0
WexUSGov
8.40 -0.05 -1.6 -12.7
WrdEXUSTARGETVAL 14.45 -0.20 4.9 6.6
Dodge & Cox:
103.12 -1.01 4.5 12.7
Balanced n
Dodge & Cox n 10.69 -0.17 -0.7 1.5
GblStock n
15.71 0.03 5.3 18.3
Income n
12.38 -0.22 0.2 -4.0
Intl Stk n
50.71 -0.17 3.2 10.1
256.85 -0.44 8.5 23.6
Stock n
Domini Funds:
Intl Eq Instit
8.84 0.03 6.8 4.5
US Equity Inv n 36.81 -0.12 13.7 18.4
DoubleLine Funds:
CoreFxdIncmI
9.10 -0.09
EmgMktIncmI 8.87 -0.04
FlexibleIncomeI 8.62 -0.04
LowDurBdI
9.58 -0.03
LowDurBdN n
9.57 -0.04
ShillerEnhCAPEI 14.49 -0.07
TotRetBdI
8.65 -0.09
TotRetBdN n
8.65 -0.08
Driehaus Funds:
0.1
4.9
4.4
2.6
2.5
4.1
0.3
0.3
-7.0
-3.0
3.6
6.6
5.7
9.1
-7.4
-8.0
EmMktsGr n 38.60 0.16 11.6 -11.6
Dupree Mutual Fds:
KYTF n
7.20 -0.01 -0.2 -3.0
E
Eaton Vance Class A:
AtlCpSMID
Balanced
33.78 -0.22
11.75 NA
July 1, 2024
6.2 17.6
NA NA
AtlCpSMID
40.26 -0.26
FloatRtHiInc
8.28 NA
FltgRt
8.38 0.00
GblMacAbR
8.38 -0.03
IncBos
5.14 -0.01
LgCpVal
25.31 -0.11
NatlMuniInc
9.27 -0.03
Eaton Vance Funds:
6.3 18.5
NA NA
3.8 15.5
4.9 12.3
3.0 8.5
7.0 21.0
0.8 -1.4
ParTxMgdEmgMktIn 41.20 -0.01
Edgewood Growth Instituti:
4.2 -4.0
EdgewoodGrInst50.85 0.01 16.3 -0.1
F
Fairholme:
Fairholme n
34.08 0.71 -5.8 24.5
FAM Dividend Focus:
FAMDivFocFd n 57.20 -0.93
FAM Value:
7.4 23.3
FAMValue n
96.49 -0.77
Federated Hermes:
5.8 15.1
FdIntlGrIS
14.79 0.07 9.2 -18.4
FedHerMDTGro 34.42 0.03 23.3 49.6
FedHerMortStratP n 8.25 -0.08 -1.0 -8.1
FedHerUltBon 9.22 0.00 2.9 7.8
Federated Hermes A:
CapIncA
8.40 -0.04 4.8 3.7
EqIncA
23.93 -0.02 8.5 14.0
KaufmannA
5.68 0.01 8.2 -15.1
KaufmnLCA
21.22 0.05 15.4 11.8
KaufmnSCA
47.67 0.30 3.7 -24.0
MunStkAdvA 14.43 -0.01 5.1 5.9
StockTrA
31.81 -0.21 10.8 29.4
StrValDivA p
5.51 0.00 3.5 16.8
Federated Hermes Int:
GloFinI
38.22 0.37 3.5 8.6
InsHiYld
8.74 -0.01 1.7 3.6
MDTAllCIS
44.67 -0.10 17.6 40.5
MDTSmCIS
23.70 0.29 1.2 2.1
TtlRtnBdI
9.33 -0.07 -0.5 -8.1
Federated Hermes IS:
CorpBondFdIS 8.18 -0.07 0.1 -7.0
GovUltra
9.81 -0.01 2.8 8.4
InstlStrVIS
3.59 -0.04 -0.4 8.6
IntEq IS
25.30 0.10 6.5 -7.5
KaufmnLCIS 23.02 0.05 15.6 12.6
KaufmnSCI
49.47 0.31 3.9 -22.9
MDTMrkNIS
19.17 -0.01 9.2 45.2
MidGrStI
53.54 -0.15 11.1 17.1
MunStkAdvI 14.43 0.00 5.2 6.7
ShtlncIS
8.41 -0.01 2.2 4.1
StockTrIS
31.82 -0.21 10.8 30.3
StraValDivIS
5.56 0.01 3.8 17.8
UltraShortI
9.22 0.00 2.9 7.8
FedMuniUl A
9.97 0.00 1.6 5.2
Federated Hermes R:
KaufmnR
5.70 0.01
Federated Hermes R6:
8.4 -15.0
FedInstHYBondL 8.75 0.00 1.8 3.7
KaufmnSCL
49.07 0.31 3.9 -22.9
StrValL
5.55 0.00 3.7 17.7
TtlRtnBdL
9.33 -0.06 -0.5 -8.0
Fidelity:
500IdxInstPrem n 190.20 -0.10 15.3 33.3
BalancedK6
15.50 -0.04 10.2 17.7
Contrafund K6 28.92 0.06 25.6 37.2
EmgMktIdxInstPre n 10.76 0.01 7.1 -15.8
ExtMktIdxInstPre n 80.65 0.75 3.3 -7.6
FidAdAsset
13.48 -0.03 2.5 1.0
FidAdAsset
11.74 -0.03 3.3 1.7
FidAdAsset
12.85 -0.01 4.2 3.1
FidAdEm
39.67 0.11 11.1 -12.7
FidAdJapan
16.80 0.44 4.8 -3.1
FidFreeBlend 10.87 -0.03 5.2 2.0
FidFreeBlend
11.17 -0.02 6.1 3.9
FidFreeBlend
11.77 -0.01 7.4 6.8
FidFreeBlend 12.43 0.00 9.7 11.3
FidFreeBlend 12.33 0.00 9.1 10.2
FidFreeBlend 12.42 0.01 9.8 11.3
FidFreeBlend 12.50 0.00 9.7 11.3
EnergyA
47.76 1.45 11.9 98.2
HthCarA
62.31 0.38 3.9 -4.9
118.97 0.35 25.0 45.6
TechA
Fidelity Adv Focus M:
108.06 0.31 24.9 44.5
Tech
Fidelity Advisor:
MultiAstIn Retai n 13.88 -0.08 5.9 7.5
Semiconductors A88.64 -1.18 45.4 112.8
SrsAdvIntlCapApp 32.13 0.00 8.1 6.3
StragInc n
11.44 -0.05 2.5 1.1
Tech Z
134.42 0.40 25.3 47.2
TotBdFdClZ
9.39 -0.06 0.2 -5.7
Fidelity Advisor A:
AdvMdCpIIA 22.69 -0.07 9.5 15.6
AdvStrDivInA 16.51 0.01 5.2 10.0
BalancA
28.89 -0.07 10.0 15.6
BioTech
29.94 0.75 9.5 10.0
DivGthA
22.08 -0.10 19.5 34.4
DivStkA
36.40 -0.13 19.1 33.4
DivIntlA
26.82 0.07 8.3 1.1
EqGrA p/r
20.99 0.08 22.9 35.2
EqInA
32.59 0.04 4.9 20.6
FF2030A
14.26 -0.03 6.1 2.5
FltRateA
9.28 0.00 3.7 17.6
159.52 0.20 24.3 9.1
GrOppA
GroIncA
40.58 -0.01 13.6 34.3
HiIncAdvA
11.59 -0.04 5.2 9.1
IntCpApA
29.82 -0.01 7.9 5.5
LevCoStA
49.37 -0.43 16.4 19.4
LgeCapA
46.84 0.11 16.7 38.5
NwInsghtA
40.32 0.18 24.7 33.2
SmllCapA
29.95 0.25 6.4 8.8
StkSelMC
40.21 0.06 4.5 9.3
StrInA
11.28 -0.05 2.3 0.2
TotalBdA
9.41 -0.06 0.0 -6.8
ValStaA
45.66 -0.22 2.5 21.8
Fidelity Advisor C:
BalancC
GrOppC
NwInsghtC
28.52 -0.07 9.5 13.0
127.41 0.14 23.9 6.6
29.71 0.13 24.3 30.2
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Fidelity Advisor Fun:
BalFdZ
29.69 -0.07 10.2 16.9
EqGrClZ
24.75 0.10 23.1 36.8
InterDiscZ
49.67 0.09 12.5 -1.1
IntlGrwZ
20.34 -0.17 6.4 3.8
Semiconductors I 95.92 -1.27 45.6 114.5
fedadvcons
10.06 0.00 2.6 NS
Fidelity Advisor I:
BalancI
29.68 -0.06 10.1 16.4
BiotechI
32.74 0.82 9.6 10.8
ConsvIncmMuni I n 10.03 0.00 1.5 5.5
DivIntl
27.44 0.06 8.4 1.9
EmgMktDiscovery 16.76 0.09 1.8 0.2
EqGrI
24.37 0.10 23.0 36.3
FAEmgMktI
31.24 0.08 9.5 -14.8
FAEnergyI
50.72 1.55 12.1 99.8
FAIntDiscI
49.72 0.09 12.5 -1.5
FAInvGrdI
7.10 -0.05 -0.3 -7.9
FF2030
14.41 -0.03 6.2 3.3
FF2040
16.67 0.00 9.3 9.2
FltRatel
9.26 0.00 3.8 18.6
GrOppI
177.18 0.23 24.5 9.9
HiIncAdvI
10.81 -0.03 5.5 10.1
HthCarI
69.41 0.43 4.0 -4.1
IntlGr
20.30 -0.17 6.3 3.4
IntlSmCp
32.48 0.05 2.8 3.3
LmtdTrmBdFd 11.22 -0.01 1.7 0.9
MultiAssetInc 13.88 -0.08 6.0 7.4
MuniIncI
10.06 -0.03 -0.2 -1.3
MuniIncome
12.20 -0.04 0.3 -3.2
NwInsghtI
42.24 0.19 24.9 34.2
REIncmInst
11.71 0.01 2.6 1.0
SmallCapI
34.76 0.30 6.5 9.7
SmCapGrwI
31.42 0.27 11.3 -0.9
StkSelMC
43.32 0.07 4.6 10.0
StkSelSCp
36.05 0.33 7.3 12.5
StrInI
11.45 -0.05 2.5 1.0
Total Bd
9.39 -0.06 0.1 -6.1
ValStraI
51.89 -0.24 2.6 22.7
Fidelity Advisor M:
Balanced
29.35 -0.07 9.8 14.7
EqGr
20.18 0.08 22.7 34.3
EqIn
33.80 0.04 4.8 19.7
GrOppM
156.48 0.19 24.2 8.3
NwInsghtM
37.45 0.16 24.6 32.2
SmllCapM
26.27 0.22 6.3 8.0
StkSelMC
40.64 0.06 4.4 8.5
StrInM
11.27 -0.05 2.3 0.2
Fidelity Advisor Z:
AdvIntlSmCpZ 32.45 0.05 2.9 3.6
AssetManager50%20.44 -0.01 5.2 4.4
AssetMngr85 26.17 0.06 8.5 10.3
AsstMngr70 27.52 0.03 7.0 7.9
CorporateBond 10.35 -0.08 0.2 -8.4
EmMkt Z
31.18 0.07 9.6 -14.5
FloatRateHighInc 9.26 0.00 3.8 18.8
GovtIncome
9.07 -0.07 -0.7 -9.5
GrOpp
179.81 0.24 24.5 10.3
HighIncAdZ
10.81 -0.03 5.4 10.3
IntCpAp
32.24 0.00 8.2 6.7
InvestGradeBd 7.11 -0.05 -0.2 -7.4
NewMktsIncFdZ 12.52 -0.05 3.4 -0.9
RE Income
11.71 0.01 2.7 1.4
SmallCapValue 19.70 0.07 -0.5 9.4
StkSelAllCap 76.16 0.37 10.9 21.7
StkSelSmCap 36.01 0.33 7.4 13.0
StrgInc
11.45 -0.05 2.5 1.3
Worldwide
37.47 -0.17 21.7 20.3
Fidelity Freedom:
2030 Z
14.21 -0.03 6.3 3.5
2060 K6
14.28 0.01 10.5 12.6
FAFree2025I 12.89 -0.04 5.4 1.6
FAFree2035I 14.82 -0.01 7.7 6.0
FAFree2045A 13.12 0.01 9.9 9.5
FAFree2050A 13.18 0.01 10.0 9.5
FF2010 n
13.98 -0.05 2.9 -0.7
FF2015 n
11.49 -0.04 3.8 0.2
FF2020 n
14.51 -0.04 4.8 1.1
FF2020A
11.85 -0.04 4.5 -0.4
FF2025 n
13.72 -0.04 5.6 2.3
FF2025A
12.70 -0.04 5.2 0.8
FF2030 n
17.55 -0.04 6.4 4.1
FF2030M
14.12 -0.03 5.9 1.7
FF2035 n
15.60 -0.02 7.8 7.1
FF2035A
14.60 -0.02 7.5 5.2
FF2040 n
11.45 0.00 9.6 10.5
FF2040A
16.44 0.01 9.3 8.4
FF2045 n
13.29 0.01 10.2 11.7
FF2050 n
13.46 0.01 10.3 11.7
FidFree2065 13.09 0.00 10.4 12.6
FrdmBlen2025 K6 10.90 -0.02 5.3 2.0
Free2045L
13.31 0.01 10.1 10.3
Free2050I
13.36 0.01 10.0 10.3
Free2055 n
15.57 0.00 10.2 11.7
Free2060InstPrem 17.63 0.01 9.1 11.5
Free2060Investor 17.62 0.00 9.0 11.3
Freedom2010 K 13.97 -0.05 2.9 -0.6
Freedom2015 K 11.48 -0.03 3.9 0.4
B A R R ON S .C OM / D ATA
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Freedom2015 K6 11.42 -0.04 4.0 0.7
Freedom2020 K 14.50 -0.04 4.8 1.3
Freedom2020K6 14.43 -0.04 4.9 1.7
Freedom2025 K 13.69 -0.04 5.6 2.5
Freedom2025K6 13.65 -0.04 5.7 3.0
Freedom2030 K 17.53 -0.04 6.4 4.4
Freedom2030K6 17.47 -0.04 6.5 4.9
Freedom2035 K 15.58 -0.02 7.9 7.4
Freedom2035K6 15.53 -0.02 8.0 7.9
Freedom2040 K 11.45 0.00 9.6 10.8
Freedom2040K6 11.41 0.00 9.8 11.4
Freedom2045 K 13.28 0.00 10.3 12.1
Freedom2045K6 13.24 0.01 10.5 12.6
Freedom2050 K 13.45 0.00 10.3 12.0
Freedom2050K6 13.43 0.00 10.4 12.6
Freedom2055 K 15.58 0.01 10.4 12.1
Freedom2055K6 15.56 0.01 10.5 12.6
Freedom2060 n 14.27 0.01 10.2 11.7
Idx2010InsPre 12.92 -0.03 2.9 0.2
Idx2015InsPre 14.36 -0.04 3.5 0.8
Idx2020InsPre 15.91 -0.04 4.3 1.5
Idx2025InsPre 18.55 -0.05 5.0 2.7
Idx2030InsPre 19.95 -0.04 5.7 4.4
Idx2035InsPre 22.93 -0.03 6.9 7.2
Idx2040InsPre 24.04 -0.01 8.4 10.4
Idx2045InsPre 25.25 0.01 9.1 11.5
Idx2050InsPre 25.29 0.01 9.1 11.5
Idx2055InsPre 20.81 0.00 9.1 11.5
Idx2055Investor20.80 0.00 9.0 11.3
Idx2015 Premier 14.36 -0.04 3.6 0.9
Idx2020 Premier 15.90 -0.05 4.3 1.6
Idx2025 Premier 18.54 -0.05 5.0 2.7
Idx2030 Premier 19.94 -0.04 5.7 4.4
Idx2035 Premier 22.92 -0.04 6.9 7.2
Idx2040 Premier24.03 -0.01 8.5 10.5
Idx2045 Premier25.24 0.00 9.0 11.6
Idx2050 Premier 25.28 0.00 9.0 11.5
Idx 2055 Premier20.80 0.00 9.0 11.5
Idx 2060 Premier 17.63 0.00 9.1 11.6
Idx2065 InstPrem 14.25 0.00 9.1 11.4
IdxIncInsPre
11.65 -0.03 2.2 -0.2
IdxInc Premier 11.64 -0.04 2.2 -0.2
Income n
10.58 -0.04 2.2 -1.3
Income K
10.56 -0.04 2.2 -1.1
Fidelity Invest:
GrowCoK
40.42 0.12 26.0 30.4
GrowDiscK
66.47 0.24 23.2 36.8
GrowIncK
61.52 -0.01 14.0 36.2
GrStrt n
62.60 -1.01 10.9 7.4
GwthDiscovery n 66.33 0.24 23.2 36.5
HighInc n
7.69 -0.01 3.5 2.8
IntBd n
10.00 -0.03 0.7 -3.5
IntGov n
9.62 -0.03 0.2 -5.5
IntlCapiApp K6 16.56 0.00 8.2 7.0
IntlDisc n
49.92 0.09 12.5 -1.4
IntlGrRet n
20.35 -0.18 6.3 3.4
IntlScOpps n 19.90 -0.20 -0.4 -9.6
IntlSmCap n
32.25 0.05 2.8 3.2
IntlVal n
10.55 0.12 7.4 21.7
IntMu n
10.04 -0.03 -0.2 -1.1
InvGB n
7.09 -0.06 -0.3 -7.8
InvGrBd
9.88 -0.08 -0.1 -6.3
JpnSmCo n
15.75 0.31 4.5 0.3
LargeCap n
51.30 0.12 16.8 39.7
LevCoSt n
40.56 -0.36 16.3 20.6
LmtTrmMuniIncm n 10.30 -0.01 0.4 -0.4
LowP n
46.81 -0.04 6.2 19.3
LowPriStkK
46.75 -0.03 6.3 19.6
LowPriStkK6 16.00 -0.01 6.3 20.8
LtdTmBdFd n 11.22 -0.01 1.7 1.0
MagellanK
14.64 -0.08 22.7 33.4
Magin n
14.65 -0.08 22.6 33.1
MAMun n
11.35 -0.02 0.1 -3.3
Manager40 n 12.85 -0.02 4.2 3.0
Manager60 n 15.48 0.01 6.0 5.4
McpVl n
30.43 -0.07 5.1 26.2
MegaCpStk n 24.63 0.06 17.6 42.8
MidCap n
39.82 -0.02 3.9 16.1
MidCapStkK 39.88 -0.02 3.9 16.4
MIMun n
11.47 -0.03 0.3 -3.2
MNMun n
11.00 -0.03 -0.2 -2.7
MuniInc n
12.21 -0.03 0.3 -3.0
NASDAQ n
225.42 0.58 18.5 26.0
NewInsights Z 42.45 0.19 25.0 34.7
NewMill n
56.82 -0.10 19.0 50.9
NewMkt n
12.52 -0.05 3.4 -1.2
NJMun n
11.51 -0.03 -0.2 -1.5
NYMun n
12.29 -0.04 0.0 -3.3
OHMun n
11.35 -0.02 0.5 -2.9
OTC n
22.84 0.09 24.9 31.2
OTC K
23.38 0.10 24.9 31.6
OverseasK
64.98 -0.03 8.0 5.6
Ovrse n
65.12 -0.02 8.0 5.3
PcBas n
30.89 0.15 4.4 -11.9
PuritanK
26.03 -0.10 12.3 19.2
Puritn n
26.06 -0.10 12.3 19.0
RealE n
37.36 0.35 -2.6 -5.3
RealEstInc n
11.77 0.01 2.6 1.0
SAIIntlMinVolInd 11.05 0.01 1.1 1.6
SAILTTreBdIdx 7.01 -0.17 -5.5 -30.6
SAISm-MidCap500I 6.29 -0.03 2.8 4.4
SAIUSMinVolIndFd20.64 -0.09 10.6 25.5
SAIUSQtyIdx 23.09 -0.10 19.3 42.3
SCValueI
19.67 0.07 -0.6 9.0
SmallCap n
17.48 0.13 1.6 -3.1
SmCapDisc n 24.77 0.02 0.5 10.9
SmlCapO n
14.94 0.15 7.5 15.4
SmlCpGrth n
31.33 0.27 11.3 -0.9
SmlCpGrth K6 16.80 0.15 11.5 0.2
SmlCpGrth Z
31.69 0.28 11.3 -0.6
SmlCpVal n
19.67 0.07 -0.6 9.0
Srs1000ValIndRet 15.67 -0.03 6.6 17.8
SrsBlChGroRetail n 19.75 0.06 26.4 33.5
SrsCommStrt 97.27 -0.66 5.0 18.2
SrsEmrgMkt
18.81 0.03 8.5 -17.5
SrsGlobal
14.65 0.05 5.8 0.8
SrsIntlGrw
18.32 -0.15 6.9 5.6
SrsGroCoRetail 24.60 0.08 26.3 33.6
SrsIntlSmCp
17.05 -0.14 0.5 -4.9
SrsIntlVal
12.64 0.16 8.3 25.7
SrsSmCapDiscRet 11.07 0.01 0.9 12.9
STBF n
8.37 -0.01 1.7 2.6
StkSelLCVl n 27.03 0.03 6.9 22.9
StkSelSmCp n 35.83 0.33 7.3 12.6
StkSlcACap n 76.67 0.36 10.8 21.4
StratDivInc n 16.67 0.01 5.4 10.9
StrDivIncI
16.61 0.02 5.4 10.8
TaxFrB n
10.94 -0.03 0.2 -2.7
TotalBond n
9.40 -0.07 0.1 -6.0
TotalBond K6
8.71 -0.06 0.0 -5.8
Trend n
185.58 -0.24 24.9 34.3
Utility n
29.96 -0.12 13.3 27.8
ValStra n
56.70 -0.27 2.6 22.7
Value n
14.80 -0.01 3.1 19.2
ValueDisc n
36.21 0.04 3.2 11.4
ValueK
14.83 -0.01 3.1 19.5
Wrldw n
37.83 -0.18 21.6 19.9
Fidelity SAI:
Muni Inc
9.86 -0.03 0.3 -2.4
SAIEmgMktLoVolIx 11.37 0.08 3.9 4.5
SAIInflaFocFd 91.56 -0.02 8.6 13.4
ShortTermBd
9.61 -0.01 1.6 2.6
TotalBd
8.90 -0.06 0.3 -5.4
TxFreeBd
10.03 -0.02 0.3 -1.7
U.S.TreBdIdx
8.65 -0.05 -0.7 -9.4
USMomentumIdx 16.65 -0.02 25.2 31.9
USValueIndex 11.79 0.07 9.3 27.8
Fidelity Selects:
Growth Adv
141.88 -0.41 14.7 20.5
HY TF Adv
8.97 -0.02 3.9 -3.8
IncomeAdv
2.32 0.00 3.4 12.8
NY TF Adv
9.97 -0.03 0.5 -4.6
RisDv Adv
93.17 -1.15 5.8 20.4
SmCpValAdv 58.61 0.47 1.6 7.6
SmMCpGrAv 42.75 0.07 2.7 -13.8
Utils Adv
21.20 -0.04 10.2 20.0
FrankTemp/Franklin A:
AdvSrsGroOpport 16.03 0.04 24.9 13.3
AdvSrsSmCap 12.96 0.11 6.8 11.8
AggrInt n
28.68 0.00 8.1 6.4
AilSectEq
12.31 -0.03 16.9 35.5
AMgr20% n
13.49 -0.03 2.5 1.0
AMgr50% n
20.50 -0.01 5.1 4.1
AMgr70% n
27.56 0.03 6.9 7.6
AMgr85% n
26.32 0.06 8.4 10.0
AstMgr30R n 11.75 -0.02 3.3 1.7
Balanc n
29.54 -0.06 10.1 16.6
BalancedK
29.54 -0.07 10.2 16.9
BluCh n
220.00 0.73 27.0 30.4
BluChpGr K6
33.73 0.07 25.7 30.7
BluChpGrK
221.29 0.74 27.0 30.7
BlueChipVal n 25.85 0.19 3.9 21.9
CALmtTrmTFB n 10.21 -0.01 -0.3 -1.3
CAMun n
12.12 -0.03 0.1 -2.2
Canad n
66.68 1.00 3.4 17.5
CapAp n
46.89 0.04 18.1 30.6
CapDevA
22.83 0.05 17.0 39.6
CapDevO n
24.06 0.06 17.1 40.8
ChinaReg n
37.21 -0.33 16.2 -27.7
CnvSc n
33.35 0.18 3.4 -0.9
Contra n
20.20 0.06 25.6 36.5
ContraK
20.27 0.06 25.7 36.8
CorpBd n
10.35 -0.08 0.2 -8.6
CpInc n
9.94 -0.03 5.5 10.4
DisEq n
69.73 -0.11 19.2 28.7
DivGrowK
39.44 -0.17 19.9 36.8
DivGth n
39.50 -0.17 19.9 36.4
DivIntl n
44.54 0.12 8.4 2.0
DivIntl K6
14.72 0.04 8.5 2.8
DivIntlK
44.45 0.11 8.5 2.3
DivStkO n
38.09 -0.12 19.4 34.9
Emerg Asia n 44.48 -0.55 11.3 -30.1
EmrgMktK
39.71 0.11 11.0 -12.7
EmrgMktsDebt 7.81 -0.03 3.8 -0.6
EmrMkt n
39.69 0.11 11.0 -13.1
Eq Inc n
73.20 -0.14 9.3 22.8
EqDivIncm n
28.39 0.04 5.1 21.8
EqDivIncmK
28.38 0.04 5.1 22.1
EqIncK
73.14 -0.14 9.4 23.1
Europ n
37.01 -0.25 7.8 -6.5
Fidel n
90.56 -0.46 21.6 36.1
FIDEMDLCF
8.85 -0.02 -3.6 -5.2
FltRateHi n
9.26 -0.01 3.7 18.6
FocsdStk n
39.30 -0.29 29.7 35.5
FournOne n
57.87 -0.01 8.2 11.3
GlobCommStk n 19.21 0.32 7.5 29.2
GNMA n
9.99 -0.09 -0.9 -7.8
GovtInc n
9.05 -0.07 -0.9 -9.8
GroCo n
40.19 0.12 25.9 30.1
GroInc n
61.59 0.00 14.0 35.8
FidSAICnsrvInc 10.03 0.00
FidSAIEmgMktIndx 13.89 0.02
FidSAIIntlIndxFd 14.34 0.04
IntlValIdx
9.73 0.02
LowDurationInc 10.10 0.00
1.4 NS
7.0 -16.0
5.5 8.3
4.3 14.9
2.5 9.1
Biotech n
19.38 0.41 9.1 -8.5
145.99 0.37 8.4 28.5
Broker n
Chem n
14.57 -0.25 -0.6 9.5
Comp n
109.93 0.57 16.7 24.2
ConDis n
60.89 -0.44 5.1 3.6
ConStap n
93.43 -0.75 2.5 12.9
CstHou n
112.10 -2.49 5.4 32.8
DfAero n
17.57 -0.25 5.6 22.0
Energy n
62.22 1.90 12.1 100.6
Envi&AltEngy n 35.95 -0.23 9.1 17.0
Gold n
23.80 -0.23 7.6 -12.3
Health n
29.01 0.20 4.2 -3.9
HlthCareSrvPt r n 121.99 -0.25 -5.0 2.4
Ind n
38.34 -0.11 12.2 36.4
Insur n
85.06 -1.16 14.7 56.5
ITSvs n
56.17 -0.84 -4.2 -21.8
Leisr n
19.36 0.00 6.8 30.2
Mat n
96.89 -1.56 3.3 12.9
MdTchDevis n 62.74 -0.67 3.3 -15.4
Multimedia n 103.06 1.52 20.4 10.1
NatRec n
46.56 1.18 14.4 81.1
Pharm n
29.63 -0.16 26.6 45.1
Retail n
19.54 -0.26 11.3 2.1
Semiconductors r n 35.29 -0.44 45.5 117.8
Softwr n
27.36 0.62 0.8 13.1
Tech n
35.54 0.11 24.7 38.1
Trans n
108.08 1.69 4.0 22.7
UtilGr n
108.31 -1.50 11.5 31.1
Fidelity Series:
Canada
15.09 0.22 2.7 17.5
FASeriesEqGroFd 19.19 0.07 23.6 40.6
HthCarZ
69.69 0.43 4.1 -3.8
IntMuni Z
10.06 -0.03 -0.2 -0.9
LmtTermMuni Z 10.30 -0.01 0.3 -0.4
STCrFd
9.87 0.00 2.0 4.6
Fidelity Spartan:
EmMktDisc n 16.72 0.10
FidelityAdviAsset:
1.8
0.2
ADVAssetMan60 15.47 0.01
First Eagle Funds:
6.0
5.7
GlbA
Gold
OverseasA
US Val A
US Val I
FMI Funds:
67.91 0.12 7.6 15.3
25.42 -0.02 5.7 8.6
25.25 0.02 4.2 4.7
20.90 0.05 9.8 23.1
21.44 0.06 10.0 24.1
ComStkInvst n 35.68 -0.45
IntlInvst n
35.18 -0.45
LgCapInvst n
16.14 -0.10
Forum Funds:
4.5 34.3
3.8 16.2
8.0 20.4
PolarisGlbVal n 32.46 0.15
FPA Funds:
4.9
FPAQueeRoSCap 37.17 -0.28
FPAFlexIncFnd n 10.05 -0.05
FPANwInc
9.74 -0.05
FPACres Inst 40.77 -1.04
FPACresentFnd 40.80 -1.04
Franklin:
0.8 13.5
2.4 9.0
1.8 6.2
8.8 20.4
8.8 20.7
FrnkGrowFdClA 17.27
FrnkMdGrwthFdClA 16.65
Franklin A1:
NA
NA
NA
NA
CA TF A1
6.86 -0.02 0.9
CAHY A1
9.87 -0.02 2.4
Fed TF A1
10.82 -0.03 1.3
FedInt A1
11.19 -0.03 0.5
HiInc A1
1.72 -0.01 3.3
HY TF A1
8.93 -0.02 3.9
IncomeA1
2.34 0.00 3.3
MIInsTF A1
10.45 -0.02 0.4
NY TF A1
9.96 -0.04 0.5
OHInsTF A1
11.45 -0.03 0.6
OR TF A1
10.48 -0.02 0.6
PA TF A1
8.84 -0.03 0.8
US Gov A1
5.00 -0.05 -1.1
Utils A1
20.97 -0.04 10.1
Franklin Templeton:
-3.1
-4.2
-3.7
-2.2
7.9
-4.0
12.2
-4.8
-4.8
-5.0
-4.6
-4.8
-8.2
19.5
TgtGro A
19.79 NA
TgtModA
15.50 NA
FrankTemp/Frank Adv:
NA
NA
NA
NA
9.89 -0.02 2.5
10.99 -0.03 0.4
6.85 -0.02 1.1
21.42 0.01 4.0
171.85 0.71 23.0
10.84 -0.03 1.5
11.22 -0.03 0.6
-4.0
-2.0
-2.7
-2.6
7.9
-3.3
-1.9
CA HY Adv
CA IntAdv
CA TF Adv
CvtScAdv
Dynat Adv
Fed TF Adv
FedIntAdv
NA
NA
6.4
BAL A
12.39 -0.10 1.9 6.9
BalInv
34.41 -0.23 1.2 7.9
138.97 0.85 9.4 -2.9
BioDis A
CoreAll A
22.73 -0.07 11.0 13.7
CvtSc A
21.43 0.01 3.9 -3.3
164.27 0.67 22.8 7.1
DynaTech A
EqIn A
31.84 -0.05 9.8 23.2
FlRtDA A
7.74 0.00 4.4 21.0
FoundFAlA
15.16 -0.05 9.0 13.3
GoldPrM A
18.66 -0.20 12.1 -10.7
GrOp A
50.89 0.20 18.9 8.6
140.48 -0.41 14.5 19.5
Growth A
LwDuToRt A
8.87 0.00 1.7 2.4
RisDv A
93.24 -1.16 5.7 19.5
SmCpGr A
21.21 0.16 3.0 -16.2
SmCpVal A
54.53 0.43 1.4 6.8
SmMCpGrA
36.01 0.06 2.5 -14.4
StrInc A
8.22 -0.05 1.2 -1.5
TgtCon A
13.84 NA NA NA
TtlRtn A
8.19 -0.06 -0.2 -10.2
FrankTemp/Franklin C:
130.63 0.52 22.4 4.7
DynaTech C
Income C
2.39 0.00 3.4 10.3
RisDv C
91.01 -1.14 5.3 16.9
FrankTemp/Franklin R:
FrkDynTchR6 174.49 0.72 23.0 8.2
141.78 -0.41 14.7 20.7
FrkGrthR6
FrkIncR6
2.33 0.00 3.4 12.9
FrkRisDivR6
93.16 -1.15 5.9 20.7
FrkSmCpGrR6 24.98 0.20 3.2 -15.2
TempGlbBndR6 6.85 -0.08 -8.8 -13.8
FrankTemp/Mutual A&B:
Beacn A
15.98 -0.12
Shares A
25.22 -0.08
FrankTemp/Temp A:
3.9 5.6
4.4 12.2
DvMk A
19.11 -0.06 6.6 -19.1
Frgn A
8.17 -0.01 1.7 10.3
GlBond A
6.89 -0.08 -9.1 -14.9
GlSmCo A
9.55 -0.04 1.7 -10.2
Growth A
27.17 -0.13 6.3 11.2
World A
17.19 0.02 14.6 15.3
FrankTemp/Temp Adv:
GlBondAdv
6.85 -0.09 -9.0 -14.2
Frost Family of Fund:
FrTRInst
9.71 -0.04
4.0
8.3
G
Gabelli Funds:
Asset p n
49.43
GabelliAsstFdClI49.28
SmCapG n
42.31
SmCpGrwI
44.33
Util A p
5.33
GAMCO Funds:
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
111.64
GwthAAA n
Gartmore Funds:
NA
NA
NA
NationwideInstSv32.04 0.02 14.4 27.1
Gateway:
GatewayA
43.70 0.01
GE Elfun/S&S:
8.4 13.2
Tax Ex n
10.04 -0.04 -0.2 -3.4
Trusts n
91.57 -0.02 19.6 38.6
Glenmede Funds:
SmCpEqAdv n 31.94 0.14
GMO Trust Class III:
1.7 15.0
EmgCntryDt
19.78 -0.06 7.0 3.6
Quality
32.97 0.03 14.8 37.5
USTreas
4.99 0.00 2.5 9.0
GMO Trust Class IV:
EmgCntrDt
19.75 -0.05 7.1 3.8
IntlEq
24.55 0.15 7.4 14.3
Quality
33.08 0.03 14.8 37.7
GMO Trust Class VI:
Quality
32.98 0.03 14.8 37.9
Goldman Sachs A:
CapGr
33.56
HYMuni
9.25
IncBuilder
24.76
MidCapVal
35.51
Muni
15.31
Goldman Sachs Inst:
CoreFix
EmgMktEq
HYMuni
Int
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
9.05 -0.07 -0.7 -9.1
23.17 NA NA NA
9.26 NA NA NA
15.05 NA NA NA
July 1, 2024
BARRON’S
MUTUAL FUNDS
D ATA
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
IntlEqESG Inst 28.19
Muni
15.31
ShDuTF
10.30
SmCapVa
44.09
Gotham:
NA
NA
NA
NA
NA
NA
NA
NA
CorMidCap30Inst25.45 0.67 22.4 65.8
CrnrMdCp30Inv 24.13 0.63 22.2 64.0
Homestead Funds:
NA
NA
ShtTmBd n
4.88 -0.01
Value n
52.67 -1.19
Hotchkis and Wiley:
NA
NA
FloRaStraFdInst 24.31 -0.02
MacOppFdClInstl24.34 -0.04
TotRtnBdFdClInst 23.36 -0.15
TotRtnBondFdClA 23.34 -0.15
GuideMark Funds:
3.0 17.5
3.2 4.6
0.3 -8.3
0.2 -9.1
LgCpCorServ n 31.64 -0.03 13.4 25.6
GuideStone Funds:
12.67
11.62
55.77
55.78
12.55
28.37
27.65
14.71
12.78
12.60
12.60
17.21
18.93
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
H
Harbor Funds:
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
Bond
10.01 -0.10 0.1 -7.1
116.86 0.02 21.1 21.8
CapApInst
107.43 0.01 20.9 20.5
CapApInv n
IntlInst
46.32 -0.11 5.0 4.1
LgCpValue
22.64 -0.14 5.6 15.1
SmCpGwth
13.61 0.10 2.9 -2.9
SmCpValInst 40.20 0.40 4.2 11.3
Harding Loevner:
EmgMktsAdv n 40.55 -0.19 -1.0 -31.2
IntlEq
26.36 0.06 1.6 -5.5
Hartford Funds A:
BalIncA
14.32 -0.17 1.9 3.3
CapAppA
43.41 -0.16 11.3 14.0
Chks&Bal
9.92 -0.09 6.6 10.0
DiscpEqA
53.28 -0.19 17.0 27.1
DivGth A
35.25 -0.26 8.3 25.8
EmrgMktEqAdv 17.09 0.05 9.0 -18.8
EqInc
20.53 -0.10 3.8 20.1
FltRateA
7.87 -0.01 3.5 11.7
GrOppty
53.47 -0.06 27.2 11.9
GrowAllA
14.34 -0.01 9.5 8.7
Hlthcare
39.30 0.00 7.1 -0.8
IntOppA
18.45 0.13 8.3 -0.8
MidCap A
25.42 -0.04 0.7 -12.2
MidValueA
16.35 0.03 3.0 20.0
Muti-AstIncGw 18.92 -0.10 3.2 2.3
ShtDur
9.59 -0.01 2.3 3.4
TotRBdA
9.05 -0.06 0.4 -8.1
Hartford Funds C:
Bal IncC
14.07 -0.14
Hartford Funds I:
1.5
1.0
BalIncI
14.33 -0.17 2.1 4.1
CapAppI
43.78 -0.15 11.4 15.0
DivGthI
35.01 -0.28 8.4 26.7
EmrgMktEqInv 17.05 0.05 9.2 -18.2
EqIncI
20.34 -0.11 3.9 21.0
FltRateI
7.78 -0.01 3.6 12.6
GrowOppI
59.47 -0.06 27.4 12.8
InterValue
18.21 0.08 3.2 21.1
IntlAlphaInv
17.84 0.06 7.1 2.6
MidCap
27.11 -0.03 0.8 -11.5
MunOpptI
8.32 -0.01 1.0 -1.9
StrInc
7.76 -0.06 3.3 -1.6
WorldBond
9.93 -0.12 0.4 -0.3
Hartford Funds Y:
DiscpEq
54.22 -0.19 17.1 28.2
DivGthY
36.45 -0.28 8.4 26.8
IntlValY
18.69 0.08 3.3 21.2
IntOppY
19.56 0.14 8.5 0.1
Hartford HLS Fds IA:
Balanced
30.57 -0.02 6.3 13.1
CapApp
51.75 -0.26 12.4 19.0
DiscEqui
22.05 -0.08 16.9 26.8
Div&Grwth
24.57 -0.12 8.6 27.0
IntlOpp
16.41 0.11 8.5 -0.1
MidCap
27.58 -0.04 0.8 -11.5
SmCpGrwth
27.31 0.03 6.2 -11.7
100.79 -1.63 4.3 19.7
Stock
TotRetBd
9.62 -0.05 0.5 -7.5
UltraShBd
10.59 0.01 2.4 7.3
Hartford Schroders:
USMdCpOp I
19.15 -0.09
Heartland Funds:
5.1 13.4
Val Inv n
NA
46.04
NA
NA
D ATA P R O V IDE D BY LIP P E R
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
NA
NA
NA
NA
AbsRt Inst
22.29 NA
GothamIdxPl Inst 26.14 NA
Guggenheim Funds Tru:
AggrAllGS4 n
BalAllGS4 n
EqindxGS2
EqIndxGS4 n
GrAllGS4 n
GrEqGS2
GrEqGS4 n
IntEqGS2
LowDurGS2
MedDurGS2
MedDurGS4 n
SmCapGS2
ValEqGS2
47
Hennessy Funds:
HiYldI
SmCpVal
ValOppI
1.3 -0.3
9.9 25.2
10.45 -0.01 2.6 6.4
76.30 0.69 -0.1 29.5
38.61 0.34 5.2 31.7
I
IFP US Equity Fund:
IFP US EquityFd 19.40 -0.09
Invesco Fds Investor:
5.3 17.6
DivrsDiv n
18.51 -0.12 6.0 19.4
GlHltCr n
40.44 -0.02 12.8 6.7
Tech n
62.08 -0.01 19.7 8.1
Invesco Funds A:
500InxA
57.82 -0.04 15.0 31.3
ActiveAllA
13.73 -0.02 5.0 -0.7
AMTFrNY
10.56 NA NA NA
BalancedRiskAllA 8.96 -0.02 4.9 -3.6
CapApprA p
79.41 -0.29 23.5 24.9
Chart
19.57 0.03 15.3 23.6
CmstA
29.40 0.01 8.5 32.8
CoreBdA p
5.62 NA NA NA
CpBdA
6.19 NA NA NA
DevMktA
40.36 -0.02 2.6 -26.0
DiscFdA p
94.39 1.59 12.7 -4.8
DisMdCpGrA 26.27 -0.08 11.6 -5.8
DivIncm p
25.56 -0.11 4.8 19.4
DivrsDiv p
18.52 -0.11 6.0 19.1
EqIncA
10.52 -0.05 5.3 12.0
EqInvA
14.30 -0.01 5.5 0.8
EqWtdA p
72.39 -0.29 4.8 13.6
FltgRate p
6.76 NA NA NA
GblAllocA
19.10 -0.03 3.9 1.0
GblStrIncmA p 3.05 NA NA NA
GlbOppA p
47.08 -0.26 -7.3 -40.0
Glcoreeq p
15.95 -0.08 11.2 7.2
GlHltCr
40.43 -0.02 12.8 6.7
GrIncA
21.69 -0.05 7.6 23.1
GrowAlloc p
15.06 -0.02 4.9 -0.3
Hyld
3.50 NA NA NA
HYMuA
8.57 NA NA NA
IntlDivA
16.20 -0.06 0.5 -15.4
IntlGrow
23.42 -0.09 2.6 -3.1
IntlGrowA p
36.85 -0.32 2.7 -7.6
IntlSmCoA
41.04 -0.15 -4.4 -21.3
IntTMIA p
10.39 NA NA NA
InvescoFd p
24.80 -0.04 8.3 -4.7
InvGloblFdA 102.32 -0.26 14.0 6.6
LmtdTrmMunInc p 10.95 NA NA NA
MnStFndA
57.82 0.25 16.3 25.7
MnStOpA p
26.86 0.09 17.3 28.5
MnStSmCpA p 28.00 0.03 4.8 9.2
ModInvA
11.05 -0.02 4.0 -1.8
MunInA
11.98 NA NA NA
QualityIncomeA 9.58 NA NA NA
RchHiYldMuniA 6.88 NA NA NA
RealEst p
16.49 0.02 -3.4 -8.9
RisingDivA
25.81 -0.14 12.3 29.9
RochAMTFrMuni 6.88 NA NA NA
RochCAMuni
8.09 NA NA NA
RochLmtTrNYMuni p 2.80 NA NA NA
RochPAMuni 10.29 NA NA NA
RoMu A p
15.24 NA NA NA
SenFltRtA
6.64 NA NA NA
ShortTerm p
8.00 NA NA NA
SmCpEq p
14.09 0.22 5.5 -1.3
SmCpGr
27.45 0.31 7.9 -23.1
SmCpValA t
22.79 0.07 12.2 48.2
SP AlphaA
7.61 0.21 22.2 89.4
SP IncomeA
5.78 0.12 17.2 76.6
SP40 A
8.16 0.17 16.8 77.4
Tech p
62.13 -0.02 19.6 7.7
ComstkSel
34.52 0.11 7.4 31.7
Invesco Funds C:
EqWtdC
67.56 -0.28 4.4 11.1
RchHiYldMunC 6.85 NA NA NA
StlpathMLPAlphFd 4.71 0.10 16.8 72.9
Invesco Funds Instl:
SmCpGr
35.58 0.41
Invesco Funds P:
8.0 -22.3
Summit P p
27.54 -0.02 21.7
Invesco Funds R:
Invesco
24.09 -0.09
Invesco Funds Y:
8.4
2.8 -1.9
500InxY
58.80 -0.04 15.1 32.2
BalancedRiskAllY 9.21 -0.02 5.0 -2.9
CoreBdY
5.59 NA NA NA
DevMktY
39.67 -0.01 2.7 -25.5
DiscovY
116.80 1.96 12.8 -4.2
EqWtdY
73.63 -0.28 4.9 14.5
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
GlblOppY
GloblY
IncomeY
IntGrowY
IntlBdY
IntlSmCoY
Invesco
MnStFndY
RocMuniY
Sel40Y
Ivy Funds:
48.65 -0.27
104.04 -0.26
6.24 0.13
36.65 -0.32
4.22 NA
40.71 -0.15
32.52 0.10
57.33 0.25
15.25 NA
8.77 0.19
-7.2 -39.5
14.1 7.4
17.4 78.0
2.8 -6.9
NA NA
-4.3 -20.7
-2.3 -21.6
16.5 26.6
NA NA
17.0 78.8
AssetStrA p 22.04 0.00 10.8 15.7
BalancedA p
22.31 -0.12 9.2 12.2
CoreEqA t
17.63 -0.09 16.1 33.2
EmgMktEqFdI 20.55 0.03 11.4 -20.0
GlGrFundClA p 35.86 0.04 14.9 19.1
HiIncA p
6.00 -0.03 2.4 3.6
HiIncI r
6.00 -0.03 2.6 4.3
IntlCorEqI r
21.19 0.02 6.0 5.2
IntlValA
20.98 0.02 5.9 4.2
LgCpGwthA p 34.41 0.02 15.5 31.7
LgCpGwthl r
37.85 0.02 15.6 32.7
MidCapI
30.64 -0.44 0.9 -11.6
MdCpGwthA p 26.52 -0.37 0.8 -12.4
ScTechA p
57.69 -0.06 25.8 23.6
ScTechI r
75.87 -0.08 25.9 24.4
SmCapGrA t
12.56 0.26 8.5 -17.6
SmCapGrI r
21.38 0.44 8.6 -16.8
J
Janus Henderson:
Balanced C
45.55 -0.33 9.9 11.9
Balanced Inst 49.51 -0.22 10.4 15.3
Balanced T n 46.24 -0.42 10.3 14.6
Contrarian T n 27.58 0.08 6.4 3.4
Enterprise Inst 76.95 0.23 5.5 11.2
Enterprise T n 136.03 0.39 5.4 10.6
Forty A p
54.42 0.04 19.2 17.3
Forty Inst
53.32 0.05 19.4 18.3
Forty S
50.85 0.04 19.0 16.7
GlbEqIncA
6.32 NA NA NA
GlbResch T nr 111.19 -0.06 17.0 24.4
GblResh Inst 69.00 -0.03 17.1 25.2
GlbSel T n
19.69 0.00 16.7 25.5
GlLifeSci T nr 76.00 0.35 10.6 17.4
GlTech T nr
65.93 0.00 27.5 26.5
Grw&Inc T n
74.55 -0.59 8.6 24.3
MdCpVal T n
16.02 0.01 6.2 18.1
Overseas T nr 47.39 0.14 9.4 10.5
ResearchPort Ins 54.93 -0.06 25.1 34.8
Resh T n
82.22 -0.11 24.9 34.0
Venture T n
81.38 0.58 6.9 -5.6
Jensen I :
Jensen I
62.18 -0.54
JensenQualGrJ n:
5.7 22.0
JensenQualGrJ n 62.28 -0.54
JHF III DispVal:
5.6 21.2
DispVal
25.55 -0.02 9.9 27.9
DispVal I
24.41 -0.01 10.1 28.9
DispValMCI
28.55 -0.11 4.3 20.0
DispValMdCp 27.07 -0.10 4.2 19.1
DispValMdCpR6 28.56 -0.10 4.4 20.4
DispValR6
24.48 -0.02 10.2 29.3
JHITFunLgCpCorFd:
FunLgCpCorA 69.80 0.16 11.8 19.8
FunLgCpCorI 74.30 0.17 11.9 20.7
JHSTRSRIF:
StrIncA p
John Hancock:
5.78 -0.02 -0.1 -4.4
500Index1
57.41 -0.03 15.1 32.2
BondI
13.32 -0.11 0.1 -8.4
BondR6
13.35 -0.10 0.2 -8.0
CapApprNAV 16.76 0.01 21.2 21.2
GblShrhYldI
11.51 0.00 8.2 20.1
IntlGrwI
26.84 -0.08 8.8 -11.0
MdCpIdxI
20.76 0.00 5.9 12.5
Science&TechI 22.48 -0.06 24.8 22.2
TotalStkMktIdxI 27.51 0.03 13.3 22.5
VolGrw1
11.27 -0.01 7.2 7.1
John Hancock Class 1:
BlueChipGrw 59.48 0.18 25.0 20.1
CapAppr
16.59 0.01 21.1 21.0
LSAggr
14.30 0.03 9.2 7.0
LSBalncd
13.09 -0.08 5.3 3.0
LSConserv
11.60 -0.15 1.5 -1.4
LSGwth
13.87 0.01 7.7 5.8
LSModer
12.03 -0.11 3.4 1.1
RetLiv2025
9.03 -0.01 4.8 1.5
RetLiv2030
9.64 -0.01 6.1 2.3
RetLiv2035
10.12 -0.01 7.2 3.5
RetLiv2040
10.42 -0.01 8.4 5.2
RetLiv2045
10.36 0.00 9.4 6.8
RetLiv2050
12.16 0.00 9.9 7.7
John Hancock Funds A:
BalA
BondA p
28.50 -0.08 9.6 15.5
13.32 -0.11 -0.1 -9.2
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
InvGrBdA
8.95 -0.08 -0.4 -9.8
IntlGrw
26.62 -0.09 8.7 -11.8
LifeAggr
14.38 0.02 8.9 5.8
LifeBal
13.23 -0.07 5.2 2.0
LifeConsv
11.64 -0.14 1.4 -2.3
LifeGrw
13.94 0.00 7.4 4.6
LifeMod
12.13 -0.10 3.3 0.1
TFBdA
9.01 -0.02 0.9 -2.7
USGlobLdrs
68.76 0.26 10.3 5.7
John Hancock Instl:
BalancedI
28.46 -0.08 9.7 16.5
StratIncmOppI 9.87 -0.02 0.2 -3.6
USGlbLdrsGrwI 77.35 0.30 10.4 6.5
JPMorgan A Class:
CoreBond
10.10 -0.09 -0.1 -8.1
CorePlusBd p
7.12 -0.07 0.3 -7.4
EqInc p
23.49 -0.10 5.2 16.1
EqIndx p
81.79 -0.23 15.0 31.5
GroInc p
74.67 -0.41 7.9 23.0
GwthAdv p
37.28 0.11 21.7 29.6
HighYld p
6.32 -0.03 2.5 3.8
IntlEq
19.52 0.05 5.3 2.8
Inv Bal p
15.81 -0.11 6.2 7.1
InvCon p
12.42 -0.07 3.7 1.6
InvG&I p
19.25 -0.08 8.1 11.3
InvGrwt p
24.95 -0.02 10.3 15.9
LgCpGwth p
72.61 0.01 24.1 34.7
MdCpGrw p
39.71 -0.06 6.0 -3.8
MdCpVal p
35.88 -0.23 3.6 12.2
ShrtDurBd p
10.68 -0.03 1.7 2.2
Sm Cap p
42.85 0.14 1.2 -1.5
SR2030 p
18.66 -0.02 6.4 5.1
SR2040A p
21.62 0.01 8.9 10.0
USEquity
24.46 -0.01 15.8 34.0
ValAdv t
37.44 -0.12 6.3 18.1
JPMorgan C Class:
USEq t
23.18 0.01 15.4 31.9
JPMorgan I Class:
CoreBond
10.09 -0.10 -0.1 -7.4
CorePlusBd
7.11 -0.07 0.3 -6.7
EmMktEq I
31.20 -0.07 5.7 -27.3
EqInc
23.98 -0.10 5.3 16.9
EqIndx
81.90 -0.28 15.2 32.5
GrAdv r
39.58 0.11 21.8 30.6
GvBd
9.38 -0.08 -0.4 -8.7
HighYld
6.37 -0.03 2.6 4.6
IntlEq
19.90 0.06 5.5 3.6
IntmdTFBd
9.93 -0.05 0.5 -2.6
InvConGw
12.52 -0.07 3.8 2.3
InvGrwth
25.76 -0.03 10.5 16.7
LgCapVal
19.89 0.01 6.4 21.1
LgCpGwth
74.71 0.02 24.2 35.7
MdCpGrw
49.51 -0.07 6.2 -3.0
MdCpVal
36.60 -0.23 3.8 13.1
MidCapEq
60.68 -0.28 4.4 6.5
MtgBckd
10.02 -0.09 0.4 -5.0
ShtDurBnd
10.69 -0.04 1.9 3.0
SmCap
54.73 0.19 1.3 -0.7
SmCapGrw
19.85 0.20 6.7 -23.6
SmlCapBlen I 31.36 0.41 3.7 -2.1
USEquity
24.57 -0.01 15.9 35.0
USLgCpCorPls 21.01 0.05 20.8 44.3
USRechEnhEq 42.81 -0.03 16.3 37.2
ValAdv
37.80 -0.12 6.4 19.0
JPMorgan Inst Class:
ValAdv L
37.85 -0.12
JPMorgan L Class:
6.5 19.5
Fl EmMktEq L 31.44 -0.07
MdCpVal L
37.33 -0.23
JPMorgan R Class:
5.7 -27.1
3.9 13.6
CoreBond
10.11 -0.10 0.1 -6.9
CorePlusBd
7.12 -0.07 0.5 -6.5
HighYld r
6.38 -0.03 2.7 5.0
MtgBckd
10.02 -0.09 0.5 -4.6
ShtDurBnd
10.69 -0.04 1.9 3.2
SmCpEqR5
55.00 0.19 1.4 -0.2
SmCpVal
27.30 0.29 1.7 2.9
USEqR5
24.64 -0.03 15.9 35.6
USRechEnhEq 42.73 -0.04 16.4 37.5
JPMorgan R5 Class:
SR2030 R5
18.83 -0.02
SR2040 R5
21.85 0.02
JPMorgan Select Cls:
6.5 6.1
9.0 11.1
SmCpGrL
JPMorgPrm:
20.87 0.21
6.8 -23.3
USEquity L
24.63 -0.03 16.0 35.6
L
Laudus Funds:
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Legg Mason I:
CMValueTrI
IntlGrTrI
OpporTrl
LKCM Funds:
126.60 -0.35 9.1 26.8
65.40 -0.02 7.3 -3.5
36.96 0.02 10.2 -22.1
LKCMEqInst
38.14 -0.04 10.8 13.7
Longleaf Partners:
Intl n
15.80 -0.35 -0.8 -13.2
Partners n
22.55 0.08 -0.1 -4.5
Sm-Cap n
25.55 -0.13 2.3 -3.0
Loomis Sayles Fds:
LSBondI
LSBondR pn
LSFixIncl
LSStrIncA p
SmCpGI
Lord Abbett A:
11.46 -0.10
11.39 -0.10
11.62 -0.05
11.72 -0.10
27.87 0.40
BdDeb
ShtDurIncmC t
Lord Abbett F:
7.09 -0.02
3.87 0.00
2.5 -5.6
1.9 0.4
BdDeb
ShtDurIncm
Lord Abbett I:
7.06 -0.02
3.84 -0.01
2.8 -3.5
2.0 2.6
Affiliated
BdDebentr
CalibrDivGr
DevlpGro
FloatRt
FundlEq
HiYld
ShtDurInc p
TotRet
18.36 -0.03 9.3 21.2
7.03 -0.02 2.9 -3.3
22.37 -0.07 14.3 30.1
27.60 0.70 13.8 -26.3
8.16 -0.01 4.4 17.9
14.91 -0.04 11.0 27.2
6.32 -0.01 3.2 0.2
3.84 0.00 2.3 2.9
8.65 -0.05 0.3 -7.6
M
MainStay Fds:
FltgRateA t
8.86 -0.01
MainStay Fds A:
EpochGlb r
22.44 -0.20 9.5 21.6
MacKaySTMuni 9.22 -0.01 0.7 1.2
S&P500IdxA 60.75 -0.04 15.0 31.3
Mairs&Power:
MairsPwrBal n 106.16 -0.99 5.5 8.6
MairsPwrGr n 167.49 -1.09 14.3 27.7
Marsico Funds:
Focus pn
Mass Mutual:
28.73 -0.05 29.8 34.9
SelBluChipGroClI 24.12 0.06 21.5 25.5
MassMutual Premier:
CoreBdI
8.92 -0.07
MassMutual Select:
0.8 -8.3
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
8.37 -0.07 -0.8 -10.1
10.22 -0.05 2.0 0.9
MidCapGroR6 16.93 -0.04 12.4 -3.0
NeubCrBdInst 8.75 -0.06 -0.2 -8.5
StratIncmR6
9.71 -0.05 1.5 0.6
StrIncInst
9.72 -0.05 1.5 0.4
SustainableEqIns46.70 0.17 16.3 31.4
Neuberger Berman Inv:
IIE
34.50 -0.06
MFS Funds Class A:
4.7 12.2
AgGrAIA
29.97 -0.06 7.6 9.7
CoEqyA
50.95 -0.15 12.1 24.5
GlEqA
47.55 -0.53 2.5 0.3
GlTotA
17.27 -0.11 2.1 2.5
196.11 -0.81 24.3 26.4
GrowthA
IntlVA
39.90 -0.09 6.8 0.5
IntNwDA
30.64 0.05 0.5 -9.0
LtdMA
5.78 0.00 1.9 2.8
MCapA
28.77 -0.14 7.6 0.4
MCapValA
31.61 -0.15 6.0 19.1
MIGA
43.65 -0.64 10.9 24.7
MITA
39.28 -0.08 14.5 24.8
MuHiA
7.46 0.00 4.3 -3.9
MuInA
8.20 -0.02 1.5 -3.2
MuLtdA
7.90 -0.02 0.7 -0.4
NewDA
24.06 0.29 2.5 -24.1
ReInA
23.25 -0.03 4.9 0.7
ResBdA
9.37 -0.07 0.0 -7.7
RschA
59.70 -0.24 11.9 23.5
TechA
65.98 0.20 26.4 26.5
TotRA
19.53 -0.14 3.4 7.7
UtilA
21.10 -0.43 2.0 9.3
ValueA
49.90 -0.46 6.4 17.7
MFS Funds Class C:
142.21 -0.61 23.8 23.6
GrowthC
MFS Funds Class I:
BondI
12.18 -0.08 0.3 -8.2
GrowthI
214.10 -0.87 24.4 27.4
IntNwDI
31.82 0.05 0.6 -8.3
MCapI
31.09 -0.15 7.8 1.1
MCapValI
32.63 -0.15 6.1 20.0
MIGI
45.56 -0.67 11.0 25.6
MITI
37.52 -0.08 14.6 25.8
ResBdI
9.37 -0.06 0.1 -7.4
RschI
61.89 -0.24 12.0 24.4
TotRI
19.53 -0.14 3.5 8.6
ValueI
50.25 -0.49 6.5 18.6
Miller Convertible B:
MillerConvBndFd 12.69 -0.01
Mondrian:
3.9
0.7
IntlValEq n
15.06 0.07
Morg Stan DW Inst:
3.4
8.4
FxInOpp I
5.16 0.00
Morgan Stanley Inst:
2.4
3.3
CapGrI
38.51 0.89 0.2 -47.3
CapGrP p
34.45 0.80 0.1 -47.7
GloFranI t
35.34 -0.34 2.9 9.7
Insight I
32.50 0.95 -0.9 -51.4
InsightA p
26.11 0.76 -1.1 -51.7
IntlEqI
14.12 -0.03 4.0 0.6
MorganStanleyPathway:
CoreFxIcm n
6.72 -0.06 -1.0 -10.6
EmgMkt n
13.79 0.00 6.9 -17.5
LgCapEq n
24.67 -0.02 12.5 21.0
Sm-MdCapEq nr 17.01 0.06 1.9 -2.3
Munder Funds:
MndrIntlSmCpInv r 15.18 0.01
Munder Funds Cl A:
4.7 -6.7
MndrGwthOpptA p 54.76 0.19 15.9 37.4
Munder Funds Cl Y:
MndrSCVClY p 35.00 0.54
Mutual Series:
0.4 14.2
BeacnZ
GlbDiscA
GlbDiscz
QuestA t
QuestZ
SharesZ
4.0 6.4
3.3 21.6
3.5 22.5
5.0 9.6
5.1 10.4
4.5 13.1
16.22 -0.12
30.63 0.00
31.60 0.00
14.11 0.01
14.39 0.01
25.64 -0.08
N
Nationwide Fds R6:
IntIdxR6
8.99 0.03
Nationwide Funds:
5.3
7.4
FocValI
18.05 -0.24 5.2 23.2
IdxEqI
17.58 -0.01 15.1 32.8
MCGrEqIII
20.63 0.03 4.2 -1.3
MCpGrEqIIS
20.15 0.03 4.2 -1.6
PIMCITRetI
8.25 -0.07 -1.1 -10.1
SCGrEqI
15.64 0.15 6.8 -6.3
Matthews Asian Funds:
S&P500IdxIS 26.05 -0.02 15.0 31.7
Natixis Funds:
IndiaInv nr
29.86
PacTigerInv nr 19.81
MergerFd:
NA
NA
NA
NA
NA
NA
NA
NA
NA
EqIncInst
13.38 -0.01 7.1 15.4
FltRteIncInst
9.42 0.00 4.6 18.3
GenesInst
62.89 0.15 2.9 5.4
GuardianInst 28.56 -0.08 14.2 30.5
HiIncBdInst
7.53 -0.01 3.0 2.4
IntrinsicValInst 20.45 0.17 1.1 -7.0
LCVal Inst
43.87 -0.08 6.3 8.7
LgShInst
18.05 NA NA NA
MdCpGrInst
16.88 -0.04 12.4 -3.3
MergerFundThe p 17.19
Metropolitan West:
EmgMktEq
GlbLstInfr
IntlEq
IntStrtEq r
18.54
15.00
17.11
15.88
IntmBdI
LowDurBdI
TotRetBd n
TotRetBdI
NA
NA
NA
NA
3.8 16.0
ConvtA
18.56 0.14 3.0 0.5
HiYldBdA
5.15 -0.03 2.9 6.6
IncBldr
19.57 -0.07 6.3 3.6
LgCpGrA p
10.85 0.00 20.7 30.4
MAPA p
29.00 -0.02 4.2 17.1
TxFrBdA
9.35 -0.03 0.1 -4.3
MainStay Fds I:
25.98 0.08 22.7 19.5
NA
NA
NA
NA
-3.8
-4.5
-2.9
-4.2
-6.5
Affiltd p
18.26 -0.02 9.2 20.3
Alpha StratA p 24.47 0.26 5.8 -7.2
BdDeb p
7.07 -0.02 2.8 -3.8
CalibrDivGr
22.08 -0.06 14.2 29.1
CoreFxdInc p
9.14 -0.06 -0.2 -8.9
DevGt p
20.90 0.52 13.6 -26.9
FloatRt p
8.16 0.00 4.4 17.2
FundlEq p
14.79 -0.03 11.0 26.4
HiYldA t
6.29 -0.01 3.1 -0.5
HYMuniBd p
10.89 -0.02 3.5 -6.4
IncomeA p
2.42 -0.01 1.0 -6.8
IntrTxFr
10.22 -0.02 0.8 -3.6
MidCapStk
34.30 -0.27 6.8 19.0
MultiAstBalOppty 11.69 -0.04 8.2 4.0
MultiAstInc
15.57 -0.08 4.9 -0.5
ShDurTxFr
15.02 -0.01 1.1 -0.3
ShtDurIncmA p 3.84 -0.01 1.9 2.3
TaxFr p
10.48 -0.02 1.2 -5.8
TotRet p
8.63 -0.06 0.1 -8.3
ValOpps p
18.75 -0.01 6.0 6.3
Lord Abbett C:
USLgCpGr nr
Lazard Instl:
NA
NA
NA
NA
1.1
1.0
0.9
1.1
6.3
TRBdPlan
UnconstrBdI
MFS Funds:
9.29 -0.04 0.0 -4.8
8.25 -0.01 1.4 1.8
8.92 -0.08 -1.1 -11.0
8.92 -0.08 -0.9 -10.4
B A R RON S.C OM / DATA
InvGradeBdA p 9.75 -0.08 0.4 -4.6
InvGradeBdY
9.76 -0.08 0.7 -3.9
LSGrowthY
27.19 0.06 17.0 33.6
USEqOppsA
40.77 0.35 11.0 24.5
Neuberger Berman Fds:
Focus n
28.64 -0.09 14.4 2.0
Genes n
62.72 0.15 2.9 4.9
Guard n
28.49 -0.08 14.1 29.9
IntlEqInst r
13.23 0.00 6.4 -2.7
LCVal n
43.88 -0.08 6.2 8.2
MdCpGrInv n 16.80 -0.03 12.3 -3.7
SustainableEqInv n 46.81 0.17 16.3 30.7
Neuberger Berman Tr:
Genes n
62.44 0.14
GenesisFdR6 62.85 0.14
New Covenant Funds:
2.8
3.0
4.6
5.7
Growth n
64.43 0.00 13.0 24.9
Nicholas Group:
EqInc I n
21.17 -0.11 5.5 14.6
Nch II I
33.73 -0.13 2.9 8.8
NchLt I
28.55 0.34 2.8 1.0
Nich n
92.19 0.05 11.1 37.3
Northern Funds:
ActMIntlEq nr 12.31 0.02 5.9 7.8
BdIdx n
9.06 -0.07 -0.8 -8.9
EmMktsEqIdx nr 11.44 NA NA NA
GlbREIdx nr
9.15 NA NA NA
HiYFxInc n
5.95 -0.01 2.7 4.7
IntlEqIdx nr
14.59 0.05 5.6 8.1
IntTxExpt n
9.75 -0.02 0.1 -3.2
MidCpIdx n
21.18 0.00 6.2 13.5
SmCapIdx n
13.56 0.18 1.7 -8.2
SmCpVal n
19.13 NA NA NA
StkIdx n
56.09 -0.22 15.2 33.0
TxExpt n
9.56 -0.03 0.4 -5.1
Nuveen Cl A:
AAMunBd p
CAMunBd p
HiYldMuBd p
IntDMunBd p
LtdMnBd p
NYMunBd p
Nuveen Cl I:
10.19 -0.02
10.11 -0.02
15.24 -0.05
8.86 -0.02
10.98 -0.02
9.83 -0.04
1.5
1.4
5.4
1.2
1.2
0.8
-8.9
-5.4
-4.2
-1.7
0.9
-4.9
HYMunBd
15.24 -0.05
NuvMulCapValFd I p 51.54 0.46
Nuveen Cl R:
5.5 -3.6
9.6 28.2
CAMunBd
IntDMunBd
LmtTrmR
NYMunBd
Nuveen Fds:
10.12 -0.02
8.88 -0.03
10.94 -0.01
9.84 -0.03
1.6 -4.8
1.2 -1.2
1.3 1.5
1.0 -4.4
RealEst
14.89 0.07 -2.5 -4.1
O
Oak Associates Funds:
RedOakTec n 48.14 -0.15 22.3 36.7
WhiteOakSelG n 150.70 0.35 17.1 22.7
Oakmark Funds Invest:
EqtyInc nr
34.29 -0.26 2.6 9.1
Global n
32.56 0.00 1.2 -1.3
140.36 0.70 5.9 28.3
Oakmark n
OakmrkInt n
25.72 -0.11 -4.2 -8.6
Select n
70.16 0.45 -0.4 17.6
Oberweis Funds Instl:
Oberweis
26.03 0.17 15.1 35.6
Old Westbury Fds:
AlCpCore n
25.98 -0.04
CreditIncomeFd n 7.89 -0.07
FixInc pn
9.99 -0.03
LrgCpStr n
19.75 -0.05
MuniBd pn
11.41 -0.03
OWstbryNYMuBndFd n 9.76 -0.02
Sm&MdCapStrategi n 15.83 0.06
Optimum Funds Inst:
12.7 22.0
0.1 -8.9
0.0 -4.6
13.8 11.5
-0.9 -2.6
-1.0 -2.1
2.6 -13.6
Fixed Inc
8.16 -0.05 -0.5 -9.6
Intl Eqty
12.62 0.02 6.2 -7.7
LgCpGrwth
24.43 0.06 22.0 19.0
LgCpVal
18.79 -0.09 7.5 21.3
SmCpGrwth
13.39 0.11 7.6 -9.9
SmCpVal
14.29 0.04 1.4 1.2
Osterweis Strat Income:
OsterweisStrInc n 11.05 0.01
3.6 11.2
PQ
PACE Funds Cl P:
IntlEqty P
18.09 0.06 6.1 10.9
lcGEqty P
18.85 0.01 19.7 26.4
lcVEqty P
20.82 0.06 7.0 24.1
StraFxd P
11.64 -0.06 0.8 -5.8
Palmer Square:
Income Plus
9.99 0.01
Parnassus Fds:
3.3 11.9
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
ParnEqFd n
Parnsus n
Paydenfunds:
61.65 -0.10 12.0 26.4
58.01 -0.03 4.4 -4.9
LowDur n
LtdMat n
Pear Tree:
9.70
9.53
NA
NA
NA
NA
NA
NA
ForeignVal I r 23.80 0.13
PearValR6
11.55 0.07
PearValSCapInst 15.98 -0.12
Perm Port Funds:
3.6
3.7
1.9
1.3
1.6
0.9
Permanent n 56.43 0.03 10.2 17.7
PGIM Funds Cl A:
Balanced
17.83 NA NA NA
HighYield
4.70 -0.01 2.5 3.2
JennBlend
24.94 0.12 11.7 13.5
JennFocGrowth 24.97 0.01 23.0 12.0
JennGrowth
61.76 0.04 20.7 20.0
JennHealthSci 40.34 0.19 11.5 8.7
JennMidCapGrowth 14.96 0.02 4.5 -2.6
JennSmallCompany p 19.46 0.20 3.0 0.3
JennValue p
22.22 -0.03 11.0 25.8
JennUtility
14.17 -0.15 10.5 17.3
NationalMuni 13.91 -0.03 0.3 -2.6
QuanLrgCapCoreEq 21.73 0.01 17.0 35.9
ShrtTermCorpBond 10.45 -0.02 1.6 0.5
TotalReturnBond p 11.92 NA NA NA
PGIM Funds Cl Z:
GlobalRealEstate 18.76 0.15 -1.5 -12.1
HighYield
4.72 0.00 2.9 4.0
JennGrowth
70.83 0.05 20.9 21.1
JennHealthSci 50.19 0.24 11.7 9.7
JennMidCapGrowth 20.97 0.02 4.6 -1.6
TotalReturnBond 11.88 NA NA NA
PIMCO Fds Admin:
TotRtAd p
8.53
PIMCO Fds Instl:
NA
AllAsset
11.00 NA
AllAssetAuth r 6.39 NA
CommodtyRR 13.38 NA
DivInc
9.52 NA
EmMktsBd
8.38 NA
EmrgMktCur&STInv 7.19 NA
ExtdDur
13.43 -0.50
GlblBdOppUSH 9.49 -0.03
HiYld
7.93 -0.01
HiYldMuniBd
8.51 -0.04
IntlBdUnhedged r 7.32 -0.04
IntlBdUSH
9.81 NA
InvGrdCrBd
8.88 NA
LgTmRlRt
11.99 -0.25
LgTrmCrdtBd
8.75 -0.14
LngDurTotRtrn 7.08 -0.13
LowDur
9.16 -0.01
LowDurInc r
8.00 -0.02
LTUSG
14.09 -0.30
ModDur
9.12 -0.03
MortgOppBd
9.29 -0.04
MuniBd
9.45 -0.03
RAEFndmtlAdvPLUS 8.10 NA
RealRtnI
9.95 -0.04
ShortT
9.64 0.00
ShtAssetInv
9.94 0.00
StcksPLUSIntlHdg r 8.73 0.04
StcksPLUSSmall 7.29 NA
StkPlsLgDur
16.91 NA
StksPLS
12.91 -0.01
StPlTRInst r
12.45 -0.02
TotRetESG
7.54 -0.06
TotRt
8.53 NA
TRII
8.12 -0.05
TrndsMgdFutStrgy 10.68 NA
PIMCO Funds:
NA
NA
NA NA
NA NA
NA NA
NA NA
NA NA
NA NA
-8.7 -40.1
1.6 2.8
2.3 4.6
2.7 -1.7
-4.3 -19.8
NA NA
NA NA
-2.3 -28.2
-1.9 -19.0
-2.7 -22.0
1.6 0.8
3.3 7.1
-4.4 -27.3
0.8 -3.1
2.5 2.9
1.5 -1.1
NA NA
1.2 -3.8
3.2 9.1
3.0 9.3
12.6 29.3
NA NA
NA NA
15.5 28.3
15.7 26.9
0.2 -10.6
NA NA
0.1 -8.5
NA NA
IncomeFd
10.48 -0.06 1.4 1.3
StcksPLUSIntlHdg 8.58 0.04 12.7 29.0
PIMCO Funds A:
AllAsset
10.99 NA NA NA
HiYld
7.93 -0.01 2.1 3.5
HiYldMuniBd
8.51 -0.04 2.5 -2.6
IncomeFd
10.48 -0.06 1.6 2.0
IntlBdUSH
9.81 NA NA NA
InvstGrCrBd
8.88 NA NA NA
LowDurA
9.16 -0.01 1.4 -0.1
LowDurInc
8.00 -0.02 3.1 5.8
MuniBdA
9.45 -0.03 1.3 -2.1
RAEPLUS
17.60 NA NA NA
RealRtnA
9.95 -0.04 1.0 -4.9
ShtTmA
9.64 0.00 3.1 8.3
StksPLSTR
12.01 -0.02 15.5 25.4
TotRetA
8.53 NA NA NA
PIMCO Funds C:
IncomeFd
10.48 -0.06
PIMCO Funds I2:
1.2 -0.2
All Asset
11.02 NA
CommdtyRR
13.27 NA
ComPLUSStrtgyFd 6.94 0.00
EmgMkBd
8.38 NA
NA NA
NA NA
9.8 47.3
NA NA
48
BARRON’S
MUTUAL FUNDS
D ATA
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
GNMAGvtSec 9.25 -0.09
HiYldMuniBd
8.51 -0.04
Income
10.48 -0.06
IntlBdUSH
9.81 NA
InvstGrCrBd
8.88 NA
LowDurInc
8.00 -0.02
LwDur
9.16 -0.01
MuniBd
9.45 -0.03
RealRtn
9.95 -0.04
ShtTm
9.64 0.00
TotRt
8.53 NA
PIMCO Funds Instl:
0.0
2.6
1.7
NA
NA
3.2
1.5
1.4
1.2
3.2
NA
-8.0
-2.0
3.0
NA
NA
6.8
0.4
-1.4
-4.1
8.7
NA
ComPLUSStrtgyFd 7.06 0.00
DynamicBd
9.79 -0.02
GNMAGvtSec 9.25 -0.09
IncomeFd
10.48 -0.06
InflRespMulAsset 8.16 NA
Pioneer Funds A:
9.8 47.8
2.6 1.7
0.1 -7.7
1.8 3.3
NA NA
AMTFreeMuniA p p 12.98 -0.04 -0.8 -10.3
BondA
8.22 -0.06 0.0 -8.7
CoreEqA
22.28 0.13 7.3 14.8
DiscGrA
18.06 0.21 10.8 24.8
EqIncA
30.89 0.15 3.5 11.7
MdCapVa
23.70 0.04 2.5 18.1
PioFdA
43.34 0.20 19.1 34.5
SelMCGrA
47.33 0.24 11.9 -11.0
StratIncA p p
9.38 -0.06 1.1 -4.6
Pioneer Funds Y:
BondY
8.13 -0.06 0.1 -7.8
PionFdY
44.30 0.21 19.2 35.7
StratIncY p p
9.38 -0.06 1.3 -3.5
ShortTermIncY 8.81 -0.01 2.7 6.5
Price Funds:
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
July 1, 2024
2050RetFd n 18.57 0.03 9.9 11.2
Balnanced n
26.97 -0.17 8.1 10.0
BdEnhIdx nr
9.49 -0.07 -0.4 -9.3
186.49 0.55 24.9 19.4
BlChip n
Communica&Tech n 144.69 0.46 21.1 -2.5
DivGro n
77.37 -0.59 9.8 25.7
DvsfMCGr n
43.06 -0.02 8.1 1.8
EmMktS n
34.63 0.09 0.0 -32.4
EqInc n
36.00 -0.30 8.0 21.8
143.61 -0.50 15.2 32.6
EqIndex n
Europe n
25.54 -0.17 6.6 1.1
FinSvcs n
39.32 0.09 11.2 24.0
GlbStk n
66.14 0.41 15.4 4.2
GlbTech n
19.74 0.02 26.0 -17.8
GMS-fd n
9.90 -0.03 1.4 -4.1
104.36 0.42 20.5 8.7
Growth n
HelSci n
94.88 0.97 7.9 0.7
HiYield n
5.85 0.00 2.1 4.9
InstEmMEq
32.02 0.09 0.0 -32.2
InstFLRfd r
9.46 0.01 4.4 18.9
InstHiYld
7.75 0.00 2.2 5.5
LgCapGow I
79.91 0.32 21.5 21.3
InstLCCoreGr 74.90 0.23 25.0 20.1
LgCpVal
24.19 -0.08 7.8 20.4
InstSmCap
26.83 0.23 0.8 -7.1
IntDis n
65.35 0.17 3.7 -20.9
IntEqIdx nr
16.45 0.05 5.4 7.5
IntlStk n
19.91 0.05 4.2 -4.0
MCapVal n
33.74 -0.02 8.1 27.9
MCEqGr
65.13 0.08 3.5 0.4
MD Bond n
10.08 -0.02 1.2 -1.8
103.51 0.11 3.5 0.6
MidCap n
N Asia n
16.97 0.05 7.3 -24.9
N Inc n
7.88 -0.05 -0.7 -10.6
NAmer n
75.82 0.14 18.6 26.5
New Era n
39.89 0.48 7.1 25.6
NHoriz n
54.53 0.46 -3.0 -26.2
OverS SF nr
13.01 0.09 4.3 3.7
QMUSSmCpGrEq n 44.14 0.30 7.7 5.3
SpectConsAllo n 19.52 -0.14 5.2 3.1
SpectModerAllo n 24.37 -0.15 6.9 4.2
SpectModerGwAllo n 40.06 0.03 8.9 6.3
R2005 n
12.05 -0.01 4.7 3.4
R2010 n
15.28 -0.01 5.0 3.9
R2015 n
12.66 0.00 5.3 4.6
R2020 n
18.77 -0.02 5.6 4.9
R2025 n
16.66 -0.01 6.0 5.4
R2030 n
25.60 0.00 6.9 6.5
R2035 n
20.81 0.01 8.0 8.1
R2040 n
30.13 0.03 9.0 9.4
RealEst n
11.56 0.03 -3.4 -4.2
Ret2025A p
16.51 -0.01 5.9 4.6
Ret2045 n
21.85 0.04 9.7 10.7
Ret2045R
21.21 0.04 9.4 9.1
Ret2055 n
19.48 0.03 9.9 11.1
Ret2055
19.25 0.04 9.9 10.3
RetBal Inc n
13.23 -0.01 4.6 3.7
SciTec n
50.89 -0.18 26.7 15.0
Sht-Bd n
4.55 -0.01 1.8 1.6
SmCap n
52.23 0.67 0.5 -2.2
SmCapStk n
58.40 0.50 0.7 -7.3
SpecGr n
25.82 0.02 11.1 14.9
SpecInc n
11.16 -0.05 1.1 -2.1
SpecIntl n
14.57 0.05 5.3 -5.5
SuMuInc n
11.27 -0.03 1.4 -2.7
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
SuMuInt n
11.30 -0.03 0.0 -2.1
TF Incom n
11.12 -0.01 4.0 -2.6
TF Incom n
9.42 -0.02 0.9 -2.2
TFSI n
5.43 -0.01 0.1 -0.1
TotIndex n
58.07 0.03 13.6 26.0
U.S.EqResch n 54.48 0.00 17.1 37.9
USLrgCpCore n 42.23 -0.20 18.5 35.5
USTInter n
4.99 -0.02 -0.7 -11.0
VABond n
11.22 -0.03 1.0 -2.6
Value n
46.39 -0.09 10.6 20.2
Price Funds - Adv Cl:
180.57 0.53 24.7 18.5
BlChip p
CapAppA p
35.70 0.05 6.9 19.8
100.42 0.40 20.4 7.9
Growth p
R2020A p
18.55 -0.01 5.5 4.1
R2030A p
25.23 -0.01 6.8 5.6
R2035
20.63 0.01 7.9 7.3
R2040A p
29.71 0.03 8.9 8.6
Ret2045-A p
21.61 0.04 9.6 9.9
Ret2050-A p 18.29 0.03 9.8 10.4
Price Funds - R Cl:
169.37 0.49 24.6 17.6
BlChipR p
ExtIndex nr
31.11 0.28 3.3 -7.0
GrowthR p
95.01 0.37 20.2 7.1
R2020R p
18.23 -0.02 5.3 3.3
R2030R p
24.85 -0.01 6.7 4.9
R2040R p
29.33 0.04 8.8 7.8
Ret2025-R p 16.20 -0.01 5.8 3.8
Ret2035-R
20.24 0.00 7.7 6.4
Ret2050-R
18.01 0.03 9.6 9.5
PRIMECAP Odyssey Fds:
AggGrowth r nr 45.39 -0.06 5.8 -2.2
Growth r nr
39.42 -0.15 7.3 14.9
Stock r nr
39.31 0.22 12.1 27.0
Principal Investors:
CapApprA p
77.49
ConBalA p
12.25
EqIncIA p
39.84
FlIncA p
11.90
HighYldA p
6.72
HiYld IN
8.18
InfPro IN
7.75
LgCpStA p
26.93
LgIndxI
26.95
LgIndxJ tn
26.55
LT2020 In
12.51
LT2020J tn
12.40
LT2030In
14.19
LT2030J tn
14.12
LT2040I
16.30
LT2040J tn
16.08
LT2050I
17.28
LTStratI
11.29
MdGrIII Inst
11.55
MdValI In
17.24
MidCpBldA
39.63
PreSecI
9.05
PtrLGI In
20.31
PtrLV In
19.24
RealEstSecI
26.80
SAMBalA p
16.42
SAMGrA p
19.49
SmCpBldIN
27.43
StrGrw A p
22.63
ProFunds Inv Class:
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
UltNASDAQ-100 n 107.60
Putnam Funds:
NA
NA
NA
GrOpp R6
72.19 -0.12 22.0 35.7
Putnam Funds Class A:
CATx p
7.38 -0.02 1.4 -2.7
DvrIn p
5.43 -0.01 1.8 -3.4
DynAABalA
16.66 -0.02 10.5 13.4
DynAAGthA
20.47 0.00 13.0 18.1
PutLargCap p 35.01 0.04 14.0 37.0
PutFocIntEq p 15.23 0.10 4.3 0.6
GeorgePutBal 25.24 -0.04 10.8 17.7
GlbHlthCare p 63.49 0.11 10.0 26.1
GrOpp p p
66.38 -0.11 21.8 34.3
HiYld A p
5.29 0.00 2.9 3.0
Incm p
5.21 -0.02 0.9 -9.6
IntlEq p
26.40 0.15 5.1 5.3
NYTx p
7.96 -0.02 0.4 -3.5
Research p
52.82 0.05 17.7 36.5
ShtDurBd
9.75 0.00 2.1 3.4
SmCapGr p
68.79 0.95 15.0 8.7
StDurInc
10.09 NA NA NA
SustainLdrsFd p 129.24 -0.64 19.4 25.7
TFHY
11.64 -0.02 3.8 -1.9
TxEx p
7.83 -0.02 1.1 -2.9
Putnam Funds Class Y:
GrOpp Y
71.28 -0.11 21.9 35.3
Incm
5.34 -0.02 1.0 -9.0
PutLargCap
35.01 0.03 14.2 38.0
ShtDurBd
9.76 0.00 2.2 4.1
SmCapGr
73.03 1.01 15.2 9.5
StDurInc
10.10 0.00 2.6 10.0
SustainLdrsFd 145.21 -0.71 19.5 26.6
D ATA P R O V ID E D BY LIP P E R
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
BPSmVal2Inst 26.74 0.40
RBC Funds:
3.0
7.5
CoreFxInc n
9.64
EmMktInc n
6.47
SelEqtyI n
32.88
TotRetBondI n 7.87
Templeton Advisor:
AccCpCommInvI 7.55
RiverNorth Funds:
NA
NA
NA
Frng Adv
8.01 -0.02
The Bruce Fund:
1.8 11.2
RNDLIncomeI
Royce Funds:
8.75
NA
NA
NA
BruceFund n 506.53
Third Avenue:
NA
Oppty I nr
PAMut I nr
PremierI nr
SpecEqI nr
TotRet I nr
RS Funds:
15.65 0.22 3.6 2.8
9.59 0.06 4.5 14.9
11.64 0.00 1.0 10.9
16.81 0.10 -1.4 12.1
7.48 0.07 1.4 14.6
R
RBB Fund:
CoreEqVIP
49.54 0.09 14.0 30.9
Russell Funds S:
EmerMkts
16.41 -0.03 8.7 -16.5
GblEq
10.25 0.01 10.6 19.9
IntlDvMkt
42.41 -0.01 2.5 3.1
InvGrdBd
18.16 -0.10 -0.3 -11.1
StratBd
9.13 -0.05 -0.7 -11.3
TaxExBd
21.93 -0.03 0.4 -1.0
TMUSMdSmCp 39.51 0.18 1.5 -2.3
TxMngUSLgCp 80.04 0.06 13.6 25.6
USSmCpEq
27.13 0.34 2.6 -0.5
Rydex Dynamic Fds:
NasdaqStratH p 542.45
Rydex Investor Class:
NasdaqInv n
NA
NA
NA
82.73 -0.08 16.8 33.7
ST
Schwab Funds:
117.10 0.01 14.4 28.3
1000 Inv nr
Balanced n
16.86 NA NA NA
CATxFrBd n
11.07 -0.02 0.4 -2.2
CoreEq n
23.36 -0.04 16.3 30.5
DivEqSel n
14.95 -0.09 5.9 16.9
FunIntlLgInst nr 10.96 0.09 4.4 14.8
FunUSLgInst nr 26.47 0.02 9.1 30.1
HlthCare n
27.66 -0.10 9.1 15.9
InflProSel n
10.13 -0.17 -0.5 -5.2
IntI Sel nr
23.78 0.06 5.4 8.0
IntlMstr nr
20.47 -0.03 2.6 -16.0
MT AllEq n
23.79 NA NA NA
MT Bal n
19.78 NA NA NA
MT Gro n
26.58 NA NA NA
S&P Sel n
84.26 -0.05 15.3 33.3
SmCp Sel nr
33.08 0.43 1.8 -7.8
SmCpEqSel nr 20.83 0.25 3.9 11.9
Trgt2030 nr
16.48 NA NA NA
Trgt2040 nr
18.09 NA NA NA
TSM Sel nr
91.99 0.06 13.6 25.7
TxFrBd n
10.95 -0.02 0.3 -2.4
USSmCoIdx nr 16.52 0.13 -0.1 5.4
Segall Bryant & Hami:
SmallCapVal Inst 13.95 0.04
SEI Portfolios:
0.9 -2.0
CoreFxIn F
9.38 -0.08 -1.0 -10.9
EMktDbt F
8.54 NA NA NA
HiYld F
5.30 0.00 3.2 5.4
IntlEmg F
11.23 NA NA NA
IntlEq F
12.28 NA NA NA
IntMuni F
11.07 -0.02 0.5 -2.6
LgCapGr F
47.47 -0.06 20.0 31.3
LgCVal F
26.10 -0.01 7.0 17.8
MgdVol F
14.83 -0.09 6.0 15.1
S&P500 F
97.68 -0.06 15.1 32.3
ShtGov F
9.94 -0.01 1.6 0.6
TaxMgdLC F
36.68 -0.15 9.5 22.7
TaxMgdSmMdCp F25.88 0.24 5.9 4.5
Selected Funds:
AmShD n
41.16 0.31 14.8 17.2
AmShS pn
41.03 0.30 14.6 16.1
Shelton Funds:
CoreVal n
SmeadFds:
16.90 -0.38
9.9 24.0
SmeadValueInstl80.64 0.86
SoundShoreInv n:
5.8 32.8
SoundShoreInv n 44.47 -0.28 13.5 25.5
Sprott Funds Trust:
GoldEq Inv p/r tn 46.75 -0.93
SSgA Funds:
9.5 -5.8
SP500 n
258.12 -0.99 15.2 32.8
State Street Institu:
SmCapEq (ICL) 17.43 0.10
State Street V.I.S.:
1.4
2.2
TR V.I.S. Cl 1
15.73
TR V.I.S. Cl 3
15.70
Sterling Capital Fds:
NA
NA
NA
NA
TotRetBdI
TCW Funds:
NA
NA
9.18 -0.05 -0.2 -8.5
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
FocEqY
69.25 0.08 9.9 21.1
GlbESGEq A
25.17 0.13 8.0 11.2
MdCpGrwY
36.58 0.04 1.8 -0.3
MdCpVal Inst 22.81 0.03 3.3 10.3
SandsCapGrY 16.62 0.15 15.2 -16.8
SmCoA p
5.78 0.02 3.6 6.5
Touchstone Funds Gro:
PALTAdml n
10.78 -0.03 0.3 -2.5
PrmcpAdml nr 179.90 1.27 15.1 29.8
RealEstatAdml n 118.82 -0.28 -3.1 -8.2
S&PSC600Idx 395.58 4.71 -0.7 -1.0
SmCapAdml n 104.60 0.06 3.1 1.3
SmGthAdml n 87.93 0.48 3.8 -12.6
STBondAdml n 10.04 -0.01 1.0 -0.8
STCorpIx n
20.97 -0.08 1.5 1.0
STFedAdml n 10.04 -0.02 1.3 -0.8
STIGradeAdml n 10.19 -0.01 1.6 1.1
STIPSIxAdm n 24.12 -0.18 2.3 6.6
STsryAdml n
9.76 -0.01 1.1 -0.7
STTresIdx n
19.27 -0.06 1.1 0.8
TotBdAdml n
9.48 -0.06 -0.6 -8.7
TotIntBdIdxAdm n 19.41 -0.14 -0.5 -5.8
TotIntlAdmIdx nr 32.36 0.09 5.1 0.3
TotStAdml n 130.25 -0.37 13.6 25.7
TxMBal nr
43.56 -0.29 6.9 13.5
TxMCapAdml n 280.22 -0.99 14.1 29.0
TxMIn nr
15.84 0.07 4.4 4.6
TxMSC nr
86.52 0.63 -0.8 -0.8
USGroAdml n 174.67 0.75 19.1 5.3
UtilIxAd nr
74.13 -1.29 9.5 15.2
ValAdml n
62.59 -0.58 8.7 26.2
WdsrllAdml n 82.95 0.04 10.0 25.6
WellsIAdml n 60.49 -0.33 2.0 2.9
WelltnAdml n 76.44 -0.13 8.3 15.0
WndsrAdml n 74.58 -0.13 4.1 24.6
VANGUARD FDS:
MdCpY
53.57 -0.04
Touchstone Strategic:
2.8 16.9
ValueInst
68.94 0.66
Thompson IM:
6.8 46.9
LagCapFoc A p 65.97 0.19 11.4 22.8
Transamerica A:
Bond n
10.19 -0.13
Thornburg Fds:
6.5
IncBuildA t
25.36 -0.01
IncBuildC p
25.32 -0.01
IntVal I
27.80 0.09
IntValA p
26.66 0.10
LtdTIn
12.80 -0.04
LtdTIncI
12.81 -0.03
LtdTMu I
13.46 -0.03
LtdTMuA
13.46 -0.03
Thrivent Funds A:
8.4 25.5
8.0 22.7
11.2 4.9
11.0 4.0
1.7 -0.2
1.9 0.7
-0.1 -0.7
-0.3 -1.4
AsAlCnsrv p
10.37 -0.09 3.8 -2.0
AsAIGrow p
14.85 0.00 11.2 10.2
AsAlMod p
11.61 -0.02 5.5 1.1
AsAlModGr p 12.97 -0.02 7.9 4.8
Balanced
34.62 -0.02 9.3 15.9
Trust for Professional Ma:
6.3
DivrIncPlus
6.94 -0.05 2.8 0.4
LgCpGwth p
17.81 0.04 19.3 23.6
LgCpStk
28.30 0.05 9.6 13.8
MidCapStk
30.12 0.02 4.3 6.3
MuniBd
10.25 -0.03 0.6 -4.0
SmCapStk p
22.51 0.09 4.6 8.0
Thrivent Funds S:
LgCpStk n
28.75 0.05
LgCpVal n
29.79 0.03
MidCapStk n 35.69 0.02
OppIncmPl n
8.92 -0.04
TIAA-CREF/Instl Cl:
9.7 14.9
7.2 26.5
4.4 7.1
1.4 -0.3
CoreBond Inst 9.06
CorePlsBd
9.09
TIAA-CREF/Retail Cl:
NA
NA
NA
NA
NA
NA
EqIdx
38.94 0.03 13.4 25.2
Gro&Inc
26.34 -0.10 19.6 34.9
LrgCpGro
27.89 0.11 18.7 19.2
LrgCpGrRet
27.75 0.12 18.8 19.3
MgdAlloc
12.46 -0.02 7.1 5.1
SocChEq
24.60 -0.07 11.6 22.0
TIAA/CREF Funds:
BdIdxInst
9.51 NA NA NA
EqIdxInst
38.22 0.02 13.5 26.2
EqIdxRet
38.81 0.02 13.4 25.2
Gr&IncInst
15.51 -0.06 19.7 35.9
Gr&IncRet
16.08 -0.06 19.6 35.0
HgYldInst
8.66 NA NA NA
InflLkdBdInst 10.42 0.00 1.6 1.5
IntlEqIdxInst 23.07 0.06 5.5 8.2
IntlEqIdxRet 23.65 0.06 5.4 7.5
IntlEqInst
14.08 0.16 8.3 5.2
LC2020Ret
13.29 -0.02 5.1 3.4
LC2025Ret
14.20 -0.02 5.7 4.2
LC2030Ret
15.10 -0.02 6.6 5.7
LC2035Ret
16.21 -0.01 7.7 7.7
LC2040Inst
11.10 0.00 9.1 11.1
LC2040Ret
17.32 0.01 9.1 10.3
LC2045Ret
13.98 0.01 9.9 11.6
LCIdx2010Inst 16.77 -0.04 4.0 2.9
LCIdx2020Inst 19.45 -0.04 5.0 4.5
LCIdx2025Inst 21.75 -0.04 5.5 5.6
LCIdx2035Inst 26.45 -0.03 7.3 9.3
LCIdx2040Inst 28.66 -0.01 8.5 12.0
LCIdx2045Inst 30.10 0.01 9.3 13.6
LifeStkIdx
44.46 0.03 13.5 26.1
LrgCpGrIdxInst 62.55 0.11 20.7 37.8
LrgCpGrIdxRet 63.06 0.10 20.5 36.7
LrgCpGrInst
28.09 0.12 18.9 20.2
LrgCpVl IdxInst 24.56 -0.05 6.6 17.5
LrgCpVl IdxRet 25.06 -0.05 6.5 16.6
LrgCpVl Inst
21.76 -0.05 9.0 25.6
LrgCpVlRet
21.65 -0.05 8.8 24.7
MdCpGrInst
20.32 0.00 2.2 -22.6
MdCpVl Inst
17.74 0.02 7.8 18.2
MdCpVlRet
17.56 0.02 7.7 17.3
QuantSmCpEqInst 18.77 0.26 6.7 8.8
QuantSmCpEqRet 18.00 0.25 6.6 8.0
RealSecInst
16.82 0.23 -2.9 -11.2
RealSecRet
17.71 0.25 -3.1 -11.8
S&P500IdxInst 59.99 -0.03 15.3 33.2
S&P500IdxRet 59.48 -0.04 15.1 32.2
ShTrmBdInst
9.99 NA NA NA
SmCpBl IdxInst 23.11 0.31 1.8 -7.7
SmCpBl IdxRet 23.21 0.30 1.6 -8.4
SocChEqInst 28.78 -0.08 11.8 22.9
SocChEqRet
29.35 -0.09 11.6 22.0
Tocqueville Funds:
Tocqueville n 47.28 -0.35 12.8 26.8
Tortoise Capital:
MLP&EgyInc Inst 8.35 0.18 12.7 52.2
TorMLPPipInsCl 16.49 0.44 19.0 69.2
Touchstone Family Fd:
FlexIncY
10.27 -0.06
2.5
2.4
PerfTrstMuniInst22.89 -0.05
PrfTrtStrtBd Ins 19.59 -0.09
Tweedy Browne Fds:
0.2 -3.2
1.4 -4.5
GblValue n
Value n
28.93 -0.09
19.38 0.01
5.7 12.2
4.6 15.7
LyricalUSVlEqI 23.95 -0.23
UM Funds:
4.5 17.6
BehavVal
BehavValA t
1.8 20.8
1.6 19.5
U
Ultimus:
81.16 0.54
78.33 0.51
V
VALIC:
CoreVal
11.89 -0.02 7.3 20.5
FrgnVal
10.48 0.04 7.0 3.9
GlobEq
6.36 0.00 11.2 -14.9
SysCore
31.34 -0.04 13.5 25.4
IntlEq
8.24 0.02 5.2 6.4
LgCpGro
20.17 -0.30 10.8 24.4
MdCpStGr
18.72 0.03 9.5 8.0
MidCpIdx
26.03 0.00 6.0 12.6
SciTech
30.78 0.14 24.8 19.9
SmCpIdx
15.00 0.19 1.5 -9.0
SocAware
24.86 0.09 5.1 6.2
StckIdx
54.96 -0.03 15.1 32.1
ValUltra
16.13 -0.03 22.8 24.3
Value Line Funds:
Fund n
33.82 -0.40
VANGUARD ADMIRAL:
4.9 28.7
400MCpIdxInst395.28 -1.52 6.1 13.7
503.76 -2.07 15.3 33.2
500Adml n
BalAdml n
47.38 -0.35 7.9 11.3
CAITAdml n
11.31 -0.03 0.0 -0.9
CALTAdml n
11.43 -0.04 0.3 -2.1
CapOpAdml nr 201.29 0.43 12.3 19.2
161.70 -0.08 3.0 2.8
CoDilxAd n
100.16 -1.33 7.6 20.4
CoStIxAd nr
DivAppIdxAdm n 49.55 -0.59 8.2 25.5
EMAdmr n
36.51 -0.06 7.3 -11.2
EnergyAd nr
63.81 1.17 10.5 90.3
EnergyAdml nr 91.39 0.94 8.7 59.0
EqIncAdml n 88.94 -0.13 7.1 25.4
EuropeAdml n 83.26 -0.58 5.3 8.9
106.78 0.15 3.4 -2.4
ExplrAdml n
ExtndAdml n 128.05 0.77 3.3 -7.6
FinIxdAd nr
50.04 -0.13 9.2 18.0
GNMAAdml n
9.10 -0.08 -0.9 -7.3
GroIncAdml n 105.09 -0.53 17.1 35.1
GrwthAdml n 192.32 0.09 20.5 32.8
133.20 -0.76 6.9 12.1
HltClxAd nr
HlthCareAdml nr 92.81 1.14 8.3 16.4
HYCorAdml nr 5.37 0.00 2.1 5.5
InfProAd n
22.88 -0.36 0.8 -4.1
InfTechIdx n 295.12 -0.43 19.5 48.5
IntlGrAdml n 109.72 -0.67 7.8 -20.4
ITBondAdml n 10.12 -0.06 -0.5 -8.8
ITCorpIx n
21.49 -0.18 0.2 -6.5
ITIGradeAdml n 8.51 -0.05 0.3 -6.2
ITsryAdml n
9.76 -0.04 -0.3 -7.4
ITTresIdx n
19.60 -0.13 -0.5 -7.8
126.08 -0.44 15.1 30.2
LarCapAd n
LTGradeAdml n 7.66 -0.13 -3.4 -20.1
LTsryAdml n
8.18 -0.17 -4.8 -28.0
LTTresIdx n
19.32 -0.47 -5.0 -28.0
MatIdx nr
98.19 -1.48 2.2 13.1
MidCpAdml n 299.86 -2.34 4.9 6.5
MrgBkdIdx n
18.05 -0.21 -0.8 -8.3
MuHYAdml n 10.69 -0.02 1.7 -1.8
MuIntAdml n 13.55 -0.04 0.0 -1.0
MuLTAdml n 10.85 -0.04 0.3 -2.6
MuLtdAdml n 10.78 -0.02 0.6 1.9
MuShtAdml n 15.72 -0.01 1.2 4.4
NJLTAdml n
11.34 -0.03 0.2 -2.1
NYLTAdml n 10.84 -0.04 0.2 -2.6
PacifAdml n
91.67 1.67 3.3 -2.5
CAIT n
11.31 -0.03 -0.1 -1.1
CALT n
11.43 -0.04 0.3 -2.4
CapOp nr
87.20 0.18 12.3 18.9
DivdGro n
38.12 -0.90 4.4 20.7
DivrEq n
49.18 0.06 11.9 16.7
EmgMktSelStk n 21.97 -0.03 6.3 -14.2
Energy nr
48.70 0.50 8.7 58.6
EqInc n
42.45 -0.06 7.0 25.1
Explr n
114.80 0.16 3.4 -2.8
EXPValFd n
44.67 0.31 3.8 8.1
FTAlWldInAdml n 36.42 0.11 5.5 1.0
GlbCapCyl Inv nr 13.04 0.05 6.6 33.6
GlbEq n
35.53 0.03 8.8 4.3
GloMinVolFdAdm n 30.67 -0.03 8.9 17.2
GNMA n
9.10 -0.08 -1.0 -7.6
GroInc n
64.41 -0.29 17.0 34.8
HlthCare nr
220.09 2.70 8.3 16.2
HYCor nr
5.37 0.00 2.1 5.2
InflaPro n
11.66 -0.17 0.8 -4.3
IntlExplr n
17.11 0.00 0.5 -16.4
IntlGr n
34.49 -0.21 7.7 -20.7
IntlVal n
41.44 -0.21 2.7 2.6
ITIGrade n
8.51 -0.05 0.2 -6.5
ITTsry n
9.76 -0.04 -0.3 -7.7
LifeCon n
20.84 -0.21 3.6 1.0
LifeGro n
44.30 -0.43 8.0 10.1
LifeInc n
15.17 -0.19 1.5 -3.5
LifeMod n
31.84 -0.40 5.8 5.5
LTIGrade n
7.66 -0.13 -3.5 -20.3
LTTsry n
8.18 -0.17 -4.9 -28.2
MATxEx n
10.12 -0.04 0.3 -3.4
MidCpGro pn 24.41 0.04 4.9 -8.6
MuHY n
10.69 -0.02 1.7 -2.1
MuInt n
13.55 -0.04 0.0 -1.2
MuLong n
10.85 -0.04 0.3 -2.8
MuLtd n
10.78 -0.02 0.6 1.7
MuSht n
15.72 -0.01 1.2 4.2
NYLT n
10.84 -0.04 0.2 -2.9
OHLTte n
11.64 -0.03 0.4 -3.7
Primcp nr
173.63 1.22 15.0 29.5
PrmcpCor n
35.93 0.12 13.2 27.8
SelValu nr
29.33 -0.02 1.5 25.9
STAR n
28.09 -0.35 5.6 2.8
STIGrade n
10.19 -0.01 1.5 0.8
StratgcEq n
36.36 0.12 5.8 18.8
StrSmCpEqInv n 38.82 0.50 3.7 15.1
STTsry n
9.76 -0.01 1.0 -1.0
TgtRe2020 n 27.92 -0.05 3.9 2.8
TgtRe2025 n 19.32 -0.03 5.1 4.5
TgtRe2030 n 37.61 -0.04 6.0 6.2
TgtRe2035 n 23.64 -0.02 6.9 8.0
TgtRe2040 n 42.32 0.00 7.7 9.8
TgtRe2045 n 28.92 0.01 8.5 11.5
TgtRe2050 n 48.46 0.04 9.0 12.7
TgtRe2060 n 49.82 0.03 9.0 12.8
TgtRet2055 n 54.07 0.04 9.0 12.7
TgtRetInc n
13.24 -0.14 3.0 1.4
USGro n
67.40 0.29 19.0 4.9
WellsI n
24.97 -0.14 1.9 2.6
Welltn n
44.27 -0.08 8.2 14.7
Wndsr n
22.13 -0.04 4.1 24.2
WndsrII n
46.77 0.03 10.0 25.3
VANGUARD INDEX FDS:
500
503.85 -1.95 15.2 32.8
AWxUSSCIst 223.80 0.10 2.5 -6.7
EmgMktInstPl 92.33 -0.16 7.3 -11.1
ExtndIstPl
315.98 1.88 3.3 -7.6
FTAIWdInPl 122.27 0.37 5.5 1.2
Growth
192.40 0.15 20.4 32.3
B A R R ON S .C OM / D ATA
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
IdxIntl
19.34 0.05
ITTresIdx Inst 24.33 -0.16
LTTresIdx Inst 24.52 -0.59
MdCpGrAdml n 98.77 -0.66
MdCpVlAdml n 77.95 -0.71
RUSS2000IdxInst313.91 2.96
SmValAdml n 78.42 -0.25
TotBd
9.48 -0.06
TotBd2
9.36 -0.06
TotIntlInstIdx r 129.39 0.36
TotItlInstPlId r 129.42 0.36
TotSt
130.23 -0.34
VANGUARD INSTL FDS:
5.0 0.0
-0.5 -7.8
-5.0 -28.0
4.8 -1.2
4.9 14.4
1.8 -7.8
2.5 12.2
-0.7 -9.0
-0.7 -8.9
5.1 0.3
5.1 0.4
13.5 25.3
BalInst
47.39 -0.35 7.9 11.3
DevMktsIndInst 15.86 0.07 4.4 4.7
DevMktsInxInst 24.79 0.11 4.4 4.7
EmMkInst r
27.76 -0.04 7.3 -11.1
EuroInst
35.50 -0.25 5.3 9.0
ExDurTrsInst 21.73 -1.03 -9.3 -40.8
128.04 0.77 3.3 -7.6
ExtndInst
FTAlWldIst r 115.46 0.35 5.5 1.1
FTScinst
37.43 0.02 15.5 29.0
GrwthInst
192.33 0.09 20.5 32.9
InPrSeIn
9.32 -0.15 0.8 -4.0
449.24 -1.86 15.3 33.2
InstIdx
449.23 -1.87 15.3 33.3
InstPlus
InstTStIdx
92.77 -0.27 13.6 25.8
InstTStPlus
92.75 -0.26 13.6 25.8
ITBdInst
10.12 -0.06 -0.5 -8.7
ITBdInstPI
10.12 -0.06 -0.5 -8.7
518.93 -1.79 15.1 30.2
LaCapInst
LTBdInst
10.64 -0.20 -4.0 -23.0
LTCorplxinst 25.19 -0.51 -3.3 -19.0
MidCpInst
66.24 -0.52 4.9 6.6
326.69 -2.55 4.9 6.6
MidCpIstPl
PacInst
14.03 0.26 3.3 -2.4
RealEstaInstl 18.39 -0.04 -3.0 -8.1
Rs1000GrwIdxInst721.32 0.16 20.6 37.8
Rs1000Vl IdxInst298.99 -2.16 6.6 17.4
Russ1000IdxInst476.74 -1.53 14.2 28.5
Russ3000Idx 464.20 -1.18 13.5 26.0
SmCapInst
104.59 0.05 3.1 1.3
301.89 0.14 3.1 1.4
SmCapIstPl
SmGthInst
70.41 0.38 3.8 -12.6
SmValInst
43.83 -0.14 2.5 12.3
STBdIdxInstPl 10.04 -0.01 1.0 -0.7
STBDInst
10.04 -0.01 1.0 -0.7
STCorpIxInst p 25.67 -0.10 1.5 1.1
STIGradeInst 10.19 -0.01 1.6 1.2
STIPSIxins
24.14 -0.18 2.3 6.7
STTresIdx
24.21 -0.08 1.2 0.9
TotBdInst
9.48 -0.06 -0.6 -8.7
TotBdInst2
9.36 -0.06 -0.6 -8.7
TotBdInstPl
9.48 -0.06 -0.6 -8.6
TotIntBdIdxInst 29.13 -0.20 -0.5 -5.7
TotStInst
130.27 -0.37 13.6 25.7
TtlWrldIxInst p 229.71 0.33 10.4 15.5
TxMCaInst r 139.22 -0.50 14.1 29.1
TxMSCInst r
86.72 0.63 -0.8 -0.7
ValueInst
62.59 -0.58 8.7 26.2
Victory Funds:
EstValA
EstValI
EstValR p p
LgCpAlphaA
SmCoOppI
Victory Port:
48.22 -0.32 4.5 20.2
48.26 -0.36 4.7 21.4
47.29 -0.29 4.4 19.5
61.03 0.11 13.7 29.5
47.40 0.05 -2.1 8.5
IntegSmCap R6 35.34 0.54 0.5 14.6
RS Global Fd Y 23.17 0.03 13.4 26.6
FloatRate Cl Y 8.02 NA NA NA
Market Neutral I 8.47 -0.02 -1.2 7.7
SSfnd
47.31 0.04 -2.1 8.6
VsycamoreFnd 48.29 -0.35 4.7 21.5
TrivIntlSmCap 15.09 0.01 4.6 -7.2
Victory Portfolios I:
500Indx Reward n 69.47 -0.20 15.1 31.3
CA Bd n
10.37 -0.03 0.2 -2.6
CapGr n
13.69 -0.01 13.0 24.5
CorePlusInterR6 9.07 -0.07 0.6 -4.8
CrnrsMod n
15.29 -0.10 4.9 3.4
CrnstModAggr n 27.30 -0.04 6.0 5.8
ExtMktIn n
21.15 0.16 1.5 -3.7
GovSecFd INSTL 8.72 -0.05 0.0 -4.4
Gr&Inc n
26.35 -0.08 13.9 27.9
Gr&TxStr n
26.91 -0.18 8.6 12.5
Grwth n
38.37 0.08 20.1 25.6
HiIncm n
6.76 -0.03 1.5 3.8
Inco n
11.35 -0.10 0.9 -6.1
IncStk n
19.59 -0.15 7.9 27.0
Intl n
27.55 0.14 6.0 6.9
IntmTerm n
12.53 -0.03 0.8 -1.7
LgTerm n
12.11 -0.03 1.2 -3.8
Nasdaq100 n 49.34 -0.03 17.3 37.1
Nasdaq100InINSTL 49.39 -0.04 17.2 37.0
ntTerBd n
9.07 -0.06 0.6 -5.5
PrecMM n
18.41 0.03 8.3 -1.8
S&PIdx n
69.42 -0.18 15.0 30.9
SciTech n
27.06 0.29 16.4 -16.9
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
ShtT n
10.11 -0.02 1.0 1.4
ShtTBdA n
8.98 -0.01 2.7 6.0
SmCpStk n
13.25 0.15 -0.1 -6.7
Target Managed 10.55 0.00 10.7 8.7
TarRet2030 n 12.44 -0.01 5.9 7.9
TarRet2040 n 13.00 0.00 7.7 11.3
TarRet2050 n 13.64 0.01 8.8 13.2
TarRetIncm n 10.69 -0.10 3.9 4.7
TaxExmInterINST 12.53 -0.03 0.8 -1.6
VA Bd n
10.48 -0.02 0.7 -2.5
ValueFd n
19.94 0.02 9.2 25.1
VicAggFnd n 64.82 0.02 23.3 23.9
Vicglobal
11.00 -0.01 9.5 18.6
SustWld n
30.09 0.04 13.0 18.2
CorePlus INSTL 9.07 -0.07 0.6 -5.3
Growth Fd INSTL 38.28 0.08 20.2 25.7
Income Fund INST 11.34 -0.10 0.9 -6.0
IncStkFd Instl 19.55 -0.16 7.8 27.1
IntlFd INSTL 27.45 0.15 6.1 7.1
Short-Term INSTL 8.97 -0.01 2.8 6.3
Value Fund INSTL 19.96 0.03 9.3 25.3
Virtus Equity Trust:
SmCapSusI
StratGrA p
VirtusFunds:
31.87
21.06
NA
NA
NA
NA
NA
NA
CeredexMdCpVlEqI 12.33
RCMGrowthA 84.71
RCMTechI
83.45
VirtusFunds Cl A:
NA
NA
NA
NA
NA
NA
NA
NA
NA
MulSStA p
4.48
RCMTech
58.01
TactAllA p
11.32
VirtusFunds Cl I:
NA
NA
NA
NA
NA
NA
NA
NA
NA
EmMktI
7.13
IntSmCapI
18.42
MulFII
9.05
MulSStI
4.49
QualitySmCapI 23.70
SmCpCorI
53.51
Vivaldi Merger:
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Arbitrage Fund 10.95
Voya Fds:
NA
NA
NA
8.67 NA NA
102.89 0.42 20.9
NA
9.4
InmdBdI
TRPGrEqI
WXYZ
Wasatch:
CoreGr n
MicCap n
SmCapGr n
SmCapV n
UltraGr n
WCM:
87.15 0.00 1.0 -1.9
7.39 0.09 8.0 -27.9
36.20 0.21 0.0 -29.6
10.82 0.12 5.7 12.5
31.56 0.03 -0.6 -32.8
FcusEmgMk Inst 14.14 0.00 5.5 -29.9
FocInterGrFdInv 24.72 -0.03 10.1 -5.1
WCM Focus Funds:
GlobalGrowthFund 25.39 0.01 16.2 8.2
WCMFocIntlGrwIns 25.10 -0.04 10.3 -4.4
Weitz Funds:
CorPluInc Inst 9.56 -0.07
ShtDurIncInst 11.88 -0.01
ValueInv n
54.21 0.03
Western Asset:
1.0 -2.2
2.5 5.8
5.1 13.3
CoreBondA
10.52 NA NA
CoreBondI
10.52 NA NA
CoreBondIS
10.54 NA NA
CorePlusBdA
9.22 NA NA
CorePlusBdI
9.23 NA NA
CorePlusBdIS
9.23 NA NA
IntermTermMuniA 6.05 -0.02 0.6
IntermTermMuniI 6.05 -0.02 0.9
ManagedMuniA 15.00 -0.05 1.0
ManagedMuniI 15.03 -0.04 1.1
SMAShCrPlCp n 5.92 NA NA
SmashSerC n
9.13 -0.07 -0.4
SmashSerM n 7.56 NA NA
Westwood Quality Sma:
NA
NA
NA
NA
NA
NA
-1.2
-0.8
-2.8
-2.2
NA
9.0
NA
WwQalSmallCapI 20.17 0.33 -1.6
Williamsburg Invst T:
5.3
DavPrtSmCapFoFd n 16.82 0.05 -1.8 12.8
Wilmington Funds:
BroadMktBdInst 8.60 -0.06 -0.7 -8.0
Intl Inst
9.05 0.02 6.8 -4.6
LgCpStrInst
31.23 0.00 14.1 28.1
RoxSCG Inst
66.53 1.10 17.1 5.3
Wm Blair Funds Cl I:
IntlGthI r
29.99 0.03 4.6 -13.6
SmCapGr r
35.20 0.42 7.8 -2.6
SmCapValI
29.16 0.34 -2.0 -0.1
SmMidI r
28.67 -0.13 1.3 -8.4
Wm Blair Funds Inst:
IntlGth
15.06 0.01
Wm Blair Funds R6:
EmgMktGth
4.6 -13.4
13.24 0.09 12.8 -22.0
July 1, 2024
49
BARRON’S
MARKET LABORATORY
D ATA
B A R R ON S .C OM / D ATA
DJ Half-Hourly Averages
The Dow Jones Averages
Daily
Industrials
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
40600
Components
Week's
Change
3M
Amazon.com
American Express
Amgen
Apple
Boeing
Caterpillar
Chevron
Cisco Systems
Coca-Cola
Disney
Dow
Goldman Sachs
Home Depot
Honeywell International
IBM
Intel
Johnson & Johnson
JPMorgan Chase
McDonald's
Merck
Microsoft
Nike Cl B
Procter & Gamble
Salesforce
Travelers
UnitedHealth Group
Verizon Communications
Visa Cl A
Walmart
-0.20
4.17
1.17
4.29
3.13
5.45
5.26
1.14
0.22
0.88
-2.98
-0.94
2.14
-11.56
-1.55
0.49
-0.12
-2.59
5.96
-4.55
-6.92
-2.83
-21.81
-3.34
12.04
-6.46
26.67
1.00
-12.75
-0.20
39900
39200
38500
37800
37100
36400
January
February
March
April
May
June
16600
Components
Alaska Air Group
American Airlines Group
Avis Budget Group
CH Robinson Worldwide
CSX
Delta Air Lines
Expeditors Intl of Wash
FedEx
JB Hunt Transport
Kirby Corp
Landstar System
Matson
Norfolk Southern
Old Dominion Freight Line
Ryder System
Southwest Airlines
Uber Technologies
Union Pacific
United Airlines
United Parcel Service B
-0.78
0.13
-7.86
1.33
0.04
-1.94
-1.63
46.18
3.82
1.93
2.43
4.82
-10.18
1.71
2.88
0.25
2.47
0.15
0.48
0.25
16300
15700
15400
15100
14800
14500
14200
February
March
April
May
June
Utilities
970
Components
AES
American Elec Power
American Water Works
Atmos Energy
Consolidated Edison
Dominion Energy
Duke Energy
Edison International
Exelon
FirstEnergy
NextEra Energy
Public Svc Enterprise
Sempra
Southern
Xcel Energy
-0.90
0.69
-1.38
0.36
-0.92
-0.21
0.39
0.17
-0.17
0.00
-2.00
0.69
0.79
-0.89
0.04
25
26
Market Advance/Decline Volumes
27
28
39271.61 39368.44 39012.17 39080.04 39143.70
39184.49 39398.79 39063.15 39107.10 39092.39
39425.99 39244.78 38973.20 39143.22 39264.14
39466.74 39289.50 38969.16 39188.23 39362.02
39552.55 39230.90 39053.22 39215.75 39345.19
39535.16 39148.20 39063.20 39185.19 39258.57
39496.61 39105.89 39141.14 39194.37 39229.61
39490.03 39066.30 39152.14 39222.87 39197.69
39456.97 39050.71 39152.09 39190.87 39177.97
39416.72 39114.44 39146.48 39245.30 39146.18
39380.48 39097.69 39153.78 39181.23 39098.63
39416.89 39160.31 39162.10 39043.33 39055.97
39419.57 39136.79 39162.86 39078.45 39014.93
39431.77 39142.74 39129.33 39131.49 39034.34
39411.21 39112.16 39127.80 39164.06 39118.86
39768.27 39588.59 39324.70 39464.79 39625.58
39019.70 38893.10 38757.04 38820.28 38703.01
39571.23 39423.26 39183.74 39250.69 39443.60
39184.49 38997.23 38908.99 39026.75 38937.15
+260.88 –299.05
+15.64
+36.26
–45.20
Daily
Jun 24
930
890
850
810
January
February
March
April
May
June
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period.
Theoretical (t): High 15569.63 Low 14912.99
Actual (a): High 15501.58 Low 14965.90
909.82
909.70
908.83
909.21
911.59
911.78
913.19
911.96
910.25
910.82
910.60
909.66
909.10
910.05
912.53
915.23
904.33
913.77
906.12
+2.19
914.11
913.57
910.85
909.49
909.97
905.37
904.36
903.38
905.46
904.96
904.46
904.33
903.16
902.72
906.67
915.50
900.15
913.84
901.85
–5.86
Theoretical (t): High 926.66 Low 899.77
Actual (a): High 925.30 Low 900.87
Dow Jones 65 Composite (divisor: 0.75472580699091)
Open (t)
12460.46 12498.63 12425.78 12453.25 12474.33
Open (a)
12440.35 12515.76 12397.19 12459.64 12453.49
10:00
12526.36 12440.12 12425.44 12462.58 12508.58
10:30
12544.07 12445.70 12434.45 12466.37 12541.02
11:00
12572.42 12432.72 12455.34 12471.71 12530.99
11:30
12568.75 12405.78 12454.10 12462.23 12504.55
12:00
12557.93 12394.42 12476.97 12466.65 12496.87
12:30
12555.02 12384.86 12478.02 12470.76 12491.08
1:00
12547.44 12375.68 12481.98 12454.11 12485.64
1:30
12535.70 12397.35 12479.23 12472.15 12473.52
2:00
12521.40 12393.72 12474.68 12458.06 12463.25
2:30
12538.10 12414.66 12473.16 12421.73 12453.89
3:00
12543.68 12408.30 12476.00 12432.60 12440.85
3:30
12532.47 12417.85 12463.38 12448.41 12446.58
Close
12520.43 12414.76 12466.06 12461.16 12473.19
High (t)
12643.35 12556.41 12540.86 12556.82 12620.90
Low (t)
12388.70 12325.03 12339.61 12353.21 12344.28
High (a)
12582.93 12515.76 12485.26 12486.69 12561.91
Low (a)
12440.35 12360.52 12385.86 12417.42 12422.14
Change
+98.05 –105.67
+51.30
–4.90
+12.03
Theoretical (t): High 12643.35 Low 12325.03
Actual (a): High 12582.93 Low 12360.52
26
27
28
Market Advance/Decline Totals
Weekly Comp.
NYSE
NYSE
Amer
Nasdaq
NYSE
Arca
Total Issues
Advances
Declines
Unchanged
New Highs
New Lows
2,931
1,601
1,287
43
230
132
333
162
159
12
24
28
4,674
2,305
2,267
102
239
446
2,148
817
1,283
48
285
48
NYSE Composite Daily Breadth
Dow Jones 20 Transport (divisor: 0.15395808703479)
Open (t)
15172.96 15180.11 15304.23 15331.38 15338.40
Open (a)
15160.13 15231.81 15105.33 15336.84 15291.11
10:00
15207.58 15087.03 15324.77 15312.78 15418.77
10:30
15328.13 15097.33 15364.82 15299.62 15434.65
11:00
15356.37 15048.90 15356.15 15301.56 15494.54
11:30
15349.05 15012.62 15369.39 15250.61 15443.88
12:00
15344.96 15020.12 15376.78 15247.42 15447.74
12:30
15359.19 14993.37 15394.92 15265.64 15432.67
1:00
15343.20 14976.43 15399.60 15236.09 15440.31
1:30
15329.32 14983.85 15418.08 15244.21 15436.46
2:00
15291.68 15034.62 15388.20 15243.04 15413.80
2:30
15286.82 15040.04 15357.66 15235.98 15417.44
15308.89 15065.84 15364.43 15217.78 15397.82
3:00
3:30
15307.19 15090.99 15348.17 15237.52 15379.15
Close
15234.63 15114.18 15342.88 15265.97 15415.23
High (t)
15451.77 15238.01 15493.34 15416.53 15569.63
Low (t)
15080.40 14912.99 15171.79 15140.48 15245.12
High (a)
15376.59 15231.81 15425.38 15343.20 15501.58
Low (a)
15158.76 14965.90 15098.04 15208.13 15291.11
Change
+121.30 –120.45 +228.70
–76.91 +149.26
Dow Jones 15 Utilities (divisor: 1.19780346554510)
Open (t)
910.37
921.20
904.62
Open (a)
910.42
921.50
905.69
10:00
914.05
919.20
903.11
10:30
919.55
913.35
902.24
11:00
923.90
916.10
903.50
11:30
922.02
911.09
905.32
12:00
920.52
911.47
907.57
12:30
920.80
910.41
908.20
1:00
921.23 908.40
906.34
1:30
921.55
911.04
907.21
2:00
921.67
910.68
907.57
2:30
923.09
910.18
907.32
3:00
925.08
908.87
908.39
3:30
921.90
908.95
908.70
Close
922.50 909.40
910.34
High (t)
926.66
922.19
913.11
Low (t)
909.07
906.56
899.77
High (a)
925.30
921.59
911.73
Low (a)
909.69
908.13
900.87
Change
+13.04
–13.10
+.94
25
NY Up
712,689 264,375 371,415 537,111 1,955,857
NY Off
260,241 710,162 509,095 396,234 1,329,400
NY Up - Comp. 2,589,033 1,045,964 1,525,976 2,076,958 4,112,157
NY Off - Comp. 1,063,527 2,476,561 1,956,777 1,477,267 2,911,850
NYSE Amer UP
7,121
6,797 14,443
8,829 48,409
NYSE Amer Off
4,447
7,527
3,649
2,570 113,394
NASD Up
2,670,829 2,511,693 3,361,470 3,627,448 4,466,742
NASD Off
2,755,276 2,261,066 1,845,372 1,714,497 4,374,432
NYSE Arca UP 162,155
75,817 56,869 121,683 154,011
NYSE Arca Off
77,278 131,646 147,985 70,567 141,647
% (QCHA)
+.53
–.52
+.03
+.33
+.32
% (QACH)
–.16
–.94
+.72
+.87
+.98
% (QCHAQ)
+.43
–.40
+.02
+.98
+.21
Week ended last Friday compared to previous Friday
Theoretical (t): High 39768.27 Low 38703.01
Actual (a): High 39571.23 Low 38908.99
16000
January
Week's
Change
Open (t)
Open (a)
10:00
10:30
11:00
11:30
12:00
12:30
1:00
1:30
2:00
2:30
3:00
3:30
Close
High (t)
Low (t)
High (a)
Low (a)
Change
Jun 24
Daily
Transportation
Week's
Change
Trading Diary
Dow Jones 30 Industrial (divisor: 0.15221633137872)
Jun 24
25
26
27
28
Issues Traded
2,887
2,881
2,878
2,892
2,885
Advances
1,934
1,008
1,233
1,698
1,660
Declines
864
1,783
1,526
1,113
1,154
Unchanged
89
90
119
81
71
New Highs
90
59
48
80
134
New Lows
27
60
62
46
43
Blocks - primary
4,143
4,202
4,174
4,397
5,644
Total (000) - primary 984,753 988,473 895,289 941,883 3,359,778
Total (000)
3,696,750 3,591,969 3,563,927 3,589,533 7,199,221
NYSE American Composite
Daily
Jun 24
25
26
27
28
Issues Traded
312
313
313
312
307
Advances
152
114
143
181
142
Declines
145
174
149
105
151
Unchanged
15
25
21
26
14
New Highs
4
5
5
8
14
New Lows
12
11
7
8
8
Blocks - primary
167
169
218
139
190
Total (000) - primary 12,880 15,346 18,351 11,528 162,915
Total (000)
180,071 191,020 564,861 201,878 450,505
Nasdaq
Daily
Jun 24
25
26
27
28
Issues Traded
4,367
4,400
4,344
4,374
4,380
Advances
2,284
1,662
1,948
2,659
2,283
Declines
1,922
2,567
2,228
1,564
1,953
Unchanged
161
171
168
151
144
New Highs
71
67
67
73
103
New Lows
138
198
183
127
153
Blocks - primary 34,700 27,960 36,512 38,827 43,147
5,503,212 4,848,283 5,294,311 5,382,064 8,960,946
Total (000)
NYSE Arca Composite
Daily
Jun 24
25
26
27
28
Issues Traded
1,951
1,937
1,950
1,947
1,958
Advances
1,264
872
612
1,321
895
Declines
653
1,017
1,307
592
1,039
Unchanged
34
48
31
34
24
New Highs
92
39
36
70
193
New Lows
11
13
25
21
25
Blocks - primary
1,211
1,011
999
971
1,440
Total (000) - primary 245,253 213,078 205,862 197,644 298,311
Total (000)
1,252,837 1,088,482 1,036,922 1,027,962 1,418,700
Other Market Indexes
Daily
6/24
6/25
6/26
6/27
6/28
NYSE Amer Comp4805.63 4784.29 4761.84 4852.50 4829.66
AmMajorMkt 3680.57 3656.99 3656.71 3650.67 3632.57
BNY ADR Idx
183.28 184.91 183.72
183.73
183.93
Europe
179.26 180.33
178.57 178.98
178.52
Latin Am
191.99
190.17 188.66 190.22
189.48
Asia
215.48 218.85 218.48 217.59
219.12
Emerg M
352.18 355.15 354.36 352.50
353.54
DJ US TSM Float53773.81 53927.24 53992.75 54083.61 53915.68
17496.82 17717.65 17805.16 17858.68 17732.60
Nasdaq Cmp
19474.62 19701.13 19751.05 19789.03 19682.87
100 Index
Indus.
9901.58 9922.61 10046.30 10119.83 10020.88
14104.65 14029.84 13909.76 14027.75 14026.31
Insur.
Banks
3623.50 3592.13 3619.48 3649.32 3722.14
Computer 16522.72 16854.06 16925.04 16938.19 16800.78
Telecom
390.56 390.72 388.75 392.04 394.62
NYSE Comp.-z 18126.69 18051.00 17993.79 18009.09 18026.50
Financial-z 10633.80 10566.80 10522.11 10529.94 10577.82
Health Care-z26603.07 26579.01 26455.36 26413.45 26375.22
14073.70 14068.49 13955.32 14026.76 14073.60
Energy-z
Russell 1000
2968.17 2977.50 2981.58 2985.25 2974.64
2000
2030.81 2022.35 2018.12 2038.34 2047.69
3000
3091.50 3100.13 3103.86 3108.99 3099.16
Value-v
1735.99 1723.47 1716.86 1716.60 1718.34
Growth-v
3627.71 3667.87 3687.25 3695.57 3669.91
MidCap
3263.46 3243.10 3228.68 3236.92 3241.22
S&P 100 Index 2627.66 2646.70 2658.96 2661.19 2645.21
500
5447.87 5469.30 5477.90 5482.87 5460.48
Ind.
7912.76 7967.52 7987.48 7997.88 7952.22
MidCap
2950.53 2921.28 2912.39 2922.81 2930.09
SmallCap
1290.85 1279.85 1279.83 1285.10 1296.98
Value Line(A) 10175.81 10094.69 10085.75 10124.26 10157.84
Value Line(G)
585.91
581.11 580.50 582.60 584.42
DJ US Small TSM14013.93 13932.12 13914.49 14013.84 14087.97
(A)-Arithmetic Index. (G)-Geometric Index.
(v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
50
BARRON’S
MARKET LABORATORY
D ATA
B A R R ON S .C OM / D ATA
The Week In Stocks For the Major Indexes
12-Month
High
Low
Weekly
Stock Volume
Indexes’ P/Es & Yields
12-Month
Chg.
% Chg.
Change From
12/29
% Chg.
Low
Close
Chg.
Weekly
% Chg.
39112.16
15114.18
906.67
12414.76
39118.86
15415.23
906.67
12473.19
–31.47
301.90
–2.79
50.81
–0.08
2.00
–0.31
0.41
4711.26
–114.54
0.01
910.15
13.69
–0.74
0.00
7.87
1429.32
–483.62
25.00
223.22
3.79
–3.04
2.84
1.82
53773.81
1322.12
911.82
53915.68
1325.22
935.90
23.63
–0.27
16.43
0.04
–0.02
1.79
9504.21
239.65
192.63
21.40
22.08
25.92
6128.21
157.50
84.41
12.82
13.49
9.91
17993.79
10522.11
26375.22
13955.32
18026.50
10577.82
26375.22
14073.60
30.80
63.38
–83.67
333.64
0.17
0.60
–0.32
2.43
2150.58
1669.86
2997.20
1568.82
13.55
18.75
12.82
12.55
1173.60
696.04
2208.08
814.06
6.96
7.04
9.14
6.14
4761.84
3632.57
4829.66
3632.57
140.44
-25.08
3.00
–0.69
647.18
438.67
15.47
13.73
235.34
244.48
5.12
7.22
2627.66
5447.87
7912.76
2912.39
1279.83
2645.21
5460.48
7952.22
2930.09
1296.98
2.73
–4.14
–6.70
–1.77
14.61
0.10
–0.08
–0.08
–0.06
1.14
570.72
1010.10
1570.18
307.75
80.63
27.51
22.70
24.60
11.74
6.63
409.02
690.65
1123.26
148.55
–21.28
18.29
14.48
16.45
5.34
–1.61
17496.82
19474.62
9901.58
13909.76
3592.13
16522.72
388.75
17732.60
19682.87
10020.88
14026.31
3722.14
16800.78
394.62
43.24
–17.56
76.40
55.81
152.22
–9.77
4.39
0.24
–0.09
0.77
0.40
4.26
–0.06
1.12
3944.68
4503.66
848.03
2425.80
722.76
5178.75
–5.57
28.61
29.67
9.25
20.91
24.10
44.56
–1.39
2721.25
2856.94
547.18
1423.79
–52.97
3804.56
–22.48
18.13
16.98
5.78
11.30
–1.40
29.27
–5.39
High
Dow Jones Indexes
40003.59 32417.59
30 Indus
39411.21
16695.32 13556.07
20 Transp
15415.23
955.01
783.08
15 Utilities
922.50
12740.24 10596.53
65 Comp
12520.43
Dow Jones Indexes
54090.84 40847.04
US TSM Float
54083.61
1330.40
1001.58
US Market
1330.02
949.22
674.40
Internet
941.24
New York Stock Exchange
18388.26 14675.78
Comp-z
18126.69
10808.87 8154.87
Financial-z
10633.80
26606.36 22022.96
Health Care-z
26603.07
14932.83 12166.15
Energy-z
14073.70
NYSE American Stock Exchange
5076.22
4087.37
NYSE Amer Comp 4852.50
3693.18
2958.35
Major Mkt
3680.57
Standard & Poor's Indexes
2661.19
1939.19
100 Index
2661.19
5487.03
4117.37
500 Index
5482.87
8003.91
5928.50
Indus
7997.88
3046.36
2326.82
MidCap
2950.53
1345.71
1068.80
SmallCap
1296.98
Nasdaq Stock Market
17862.23 12595.61
Comp
17858.68
19908.86 14109.57
100 Index
19789.03
10119.83 7981.76
Indus
10119.83
14491.11
11440.05
Insur
14104.65
3842.86
2840.88
Banks
3722.14
17166.13
10836.80
Computer
16938.19
427.98
377.20
Telecom
394.62
Russell Indexes
2985.30
2250.71
1000
2985.25
2124.55
1636.94
2000
2047.69
3108.99
2351.42
3000
3108.99
1765.86
1415.59
Value-v
1735.99
3695.57
2585.72
Growth-v
3695.57
3366.31
2594.10
MidCap
3263.46
Others
10551.11
8310.43
Value Line-a
10175.81
615.81
498.09
Value Line-g
585.91
14640.66 11320.09
DJ US Small TSM 14087.97
1106.47
831.60
Barron's Future Focus 1096.68
1166.53
907.97
Barron's 400
1136.64
Friday
2968.17
2018.12
3091.50
1716.60
3627.71
3228.68
2974.64
2047.69
3099.16
1718.34
3669.91
3241.22
–0.33
25.66
1.55
–4.21
6.02
–7.60
–0.01
1.27
0.05
–0.24
0.16
–0.23
537.71
158.96
544.67
162.70
899.65
321.95
22.07
8.42
21.32
10.46
32.48
11.03
352.50
20.62
350.95
88.92
618.24
129.34
13.44
1.02
12.77
5.46
20.26
4.16
10085.75
580.50
13914.49
1093.11
1128.25
10157.84
584.42
14087.97
1093.11
1136.64
27.02
0.97
148.68
–1.04
6.62
0.27
0.17
1.07
–0.10
0.59
776.49
11.92
1059.66
156.76
156.45
8.28
2.08
8.13
16.74
15.96
139.68
–9.45
35.50
64.75
64.25
1.39
–1.59
0.25
6.30
5.99
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported
and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings
series, please refer to www.spglobal.com. DJ latest available book
values for FY 2022 and 2021, and S&P latest for 2023 and 2022. rRevised data
DJ Ind Avg
P/E Ratio
Earns Yield %
Earns $
Divs Yield %
Divs $
Mkt to Book
Book Value $
DJ Trans Avg
P/E Ratio
Earns Yield %
Earns $
Divs Yield %
Divs $
Mkt to Book
Book Value $
DJ Utility Avg
P/E Ratio
Earns Yield %
Earns $
Divs Yield %
Divs $
Mkt to Book
Book Value $
S&P 500 Index
P/E Ratio
Earns Yield %
Earns $
Divs Yield %
Divs $
Mkt to Book
Book Value $
S&P Ind Index
P/E Ratio
Earns Yield %
Earns $
Divs Yield %
Divs $
Mkt to Book
Book Value $
Last Week
Prev. Week
Last Year
39118.86
26.87
3.72
1455.63
1.86
728.58
5.10
7664.40
15415.23
17.24
5.80
894.14
1.51
232.27
4.39
3514.52
906.67
19.98
5.00
45.37
3.51
31.82
2.01
450.45
5460.48
28.37
3.52
192.44
1.37
74.81
4.94
1106.21
7952.22
32.25
3.10
246.55
1.20
95.43
6.65
1195.42
39150.33
26.94
3.71
1453.46
1.86
728.58
5.11
7664.40
15113.33
16.89
5.92
894.79
1.53
231.49
4.30
3514.52
909.46
20.04
4.99
45.37
3.50
31.80
2.02
450.45
5464.62
28.40
3.52
192.44
1.37
74.87
4.94
1106.21
7958.92
32.28
3.10
246.55
1.20
95.51
6.66
1195.42
34407.60
22.47
4.45
1531.10
2.07
712.65
4.63
7439.45
15529.77
12.37
8.08
1255.21
1.32
204.60
4.83
3214.72
906.66
21.97
4.55
41.27
3.33
30.17
2.08
435.47
4450.38
25.76
3.88
172.75
1.57
69.87
4.34
1024.56
6382.04
27.49
3.64
232.18
1.39
88.71
5.82
1095.83
Last Week
Prev. Week
Year Ago
YOY % Chg
NYSE(a)
30 Dow Inds (b)
20 Dow Trans (b)
15 Dow Utils (b)
65 Dow Stks (b)
NYSE American (a)
Nasdaq(d)
7,170,176
2,099,296
530,930
320,516
2,950,742
221,021
29,988,816
6,373,962
1,897,882
373,951
297,906
2,567,570
165,680
26,735,853
5,391,374
1,332,108
372,548
209,207
1,913,863
199,981
23,066,806
32.99
57.59
42.51
53.21
54.18
10.52
30.01
NYSE 15 Most Active
Average Price
% Tot Vol
Stock Offerings $(z,v)
20.42
16.10
2,381,100
41.63
12.87
r2,598,500
19.97
16.17
3,114,600
2.25
-0.43
-23.55
Daily Stock Volume
6/24
6/25
6/26
6/27
6/28
NYSE(a)
30 Inds (b)
20 Trans (b)
15 Utils (b)
65 Stks (b)
NYSE Amer(a)
Nasd(d)
984,753
387,004.3
87,082.8
53,326.7
527,413.7
12,880
5,503,212
988,473
344,638.8
104,623.9
46,526.8
495,789.5
15,346
4,848,283
895,289
340,841.9
122,680.1
53,648.8
517,170.8
18,351
5,294,311
941,883
338,309.8
91,485.8
44,479.9
474,275.5
11,528
5,382,064
3,359,778
688,501.2
125,056.9
122,534.0
936,092.1
162,915
8,960,946
20.38
16.57
23.74
17.43
21.85
16.78
22.40
17.45
22.64
17.86
NYSE 15 Most Active
Avg. Price
% Tot Vol
Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm.
(r) Revised. (v) W/E Thursday. (z) Source: LSEG.
NYSE HALF-HOURLY VOLUME
Daily
6/24
6/25
6/26
6/27
6/28
82,811
82,532
78,908
83,094
86,868
10:00-10:30
35,599
32,885
32,938
33,155
38,139
10:30-11:00
34,674
26,236
28,393
30,563
32,547
9:30-10:00
11:00-11:30
23,687
28,559
25,579
29,929
29,894
11:30-12:00
22,467
23,029
23,779
22,978
26,600
12:00-12:30
19,037
21,637
20,011
20,218
25,327
12:30-1:00
20,300
22,990
20,389
20,336
25,527
1:00-1:30
20,108
19,447
20,388
22,810
23,201
1:30-2:00
20,900
18,439
19,065
21,677
22,268
2:00-2:30
22,479
19,849
21,210
24,172
27,882
2:30-3:00
24,751
22,367
22,411
24,245
27,368
3:00-3:30
29,123
29,063
27,743
29,213
36,995
3:30-4:00
628,817
641,439
554,476
579,492
2,957,161
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000
Selected IPOs
U.S. Dollar Index vs Euro and Yen
Per Share Values of Stocks
In the Dow Jones Averages
Holding Dollars: Economic data were reassuring, as traders greeted a report that inflation eased in May.
The yen remained at rock bottom levels, and the euro held its breath over French elections. All told, that
allowed the dollar to inch up some 0.05% as measured by the ICE U.S. Dollar Index.
10
DXY (105.85)
This is a list of the Dow Jones trailing 52-week diluted share
earnings, dividends and book values as reported by the company.
Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
Industrial Stocks
5
s
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
July 1, 2024
Earns
Am Exp
12.14
Amgen
7.00
Apple
6.43
Boeing
(3.55)
Caterpillar 22.15
Chevron Corp 10.87
Cisco Sys
2.97
Coca Cola
2.50
Disney Walt 0.92
Dow
1.68
Goldman Sachs 25.61
Home Depot 14.91
Honeywell 8.63
IBM
8.86
Intel
0.96
0
s
EURO in $
-5
s
YEN in $
-10
-15
J
A
S
O
N
D
J
F
M
A
M
J
Source: Tullett Prebon
Book
Divs. Value
Earns
Book
Divs. Value
2.50 33.26
8.76 6.86
0.97 3.18
Nil (26.58)
5.20 30.73
6.28 83.17
1.57 9.68
1.89 5.57
Nil 52.09
2.80 29.39
11.00 317.90
8.68 1.54
4.27 24.99
6.65 24.22
0.50 24.52
Johnson&Johnson 8.39
4.81 29.39
JPMorganChase 16.56 4.25 90.29
McDonalds 11.78
6.53 (8.06)
Merck Co
0.90 3.04 18.12
Microsoft 11.55
2.93 27.75
Nike Inc
3.73
1.45 9.14
Proc Gam
6.12 3.8286 19.46
3M Co
(12.72)
5.21 26.80
Salesforce.com 5.56 0.40 57.84
Travelers Cos 13.46 4.05 92.89
UnitedHealthGrp 23.84
7.74 83.27
Verizon
2.68 2.6475 21.70
Visa
8.95
2.01 16.08
Amazon
0.42
Nil 14.26
Wal-mart
5.75 0.795 28.48
Nil 29.92
Nil (8.91)
Nil (18.03)
2.44 11.64
0.46 6.11
0.40 10.26
1.42 20.15
5.16 103.86
1.70 35.34
Nil 3.66
Kirby Corp 4.23
Landstar Sys 6.50
Matson Inc 8.48
Norf Southern 6.21
Old Dominion 5.68
Ryder Sys
7.65
Southwest Air 0.63
Un Pacific 10.48
UPS
6.90
United Airlines 8.09
Transportation Stocks
Coming U.S. Auctions
144 Filings
Yields (%)
Monday
$73.0 bil
$70.0 bil
3-month
6-month
When Issued*
Last Auction
5.360
5.315
5.235
5.140
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale.
(Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson
Reuters
* As of Friday afternoon.
Distributions
& Offerings
Secondary Distributions of common stocks
Addus HomeCare
1,725,000
Birkenstock Holding plc
14,000,000
Bluejay Diagnostics
5,368,098
CCC Intelligent Solutions 30,000,000
MultiSensor AI
6,250,000
Recursion Pharmaceuticals 35,384,614
Tamboran Resources
3,125,000
Taysha Gene Therapies
33,333,334
TXO Ptnrs LP
6,500,000
$108.00
$54.00
$1.63
$11.39
$1.60
$6.50
$24.00
$2.25
$20.00
$186,300,000
$756,000,000
$8,750,000
$341,700,000
$10,000,000
$229,999,991
$75,000,000
$74,981,029
$130,000,000
Source: Dealogic LLC, New York City; (212) 577-4400.
Shares
Indicated
Sale
Date
Company
Sym
Seller
Title
Samsara
IOT
1,344,000 39,605,932 6/20/24
Biswas, Sanjit
OD
Samsara
IOT
1,344,000 39,605,664 6/20/24
Bicket, John
H
Ccc Intelligent Solutions
CCCS
755,254
Ramamurthy, Githesh OD
Draftkings
DKNG 668,890 25,971,731 6/25/24
Liberman, Paul
O
Verint Systems
VRNT 375,000 12,658,520 6/20/24
Bodner, Daniel
OD
Permian Resources
PR
4,751,045 6/26/24
Jensen, Brent
FO
Nvidia
NVDA 300,000 39,234,000 6/21/24
Kress, Colette
O
Oracle
ORCL
235,918 34,042,067 6/20/24
Screven, Edward
O
Informatica
INFA
202,560
6,097,768 6/20/24
Ghai, Jitesh
FO
Hp
HPQ
173,137
6,251,542 6/21/24
Cho, Alex
O
307,038
$ Value
8,689,452 6/26/24
AlaskaAirGroup 1.87
AmericanAirlines 0.60
AvisBudgetGrp 31.68
C.H. Robinson 2.53
CSX Corp
1.82
Delta Air Lines 7.78
Expeditors Int'l 4.72
FedEx
17.24
Hunt (JB)
6.30
UberTechnologies (1.73)
0.72
5.39
4.93
6.67
5.22
1.94
3.98
2.28
0.68 2.39
3.47 46.50
2.89 42.30
3.16 66.85
3.28 58.27
2.67 31.26
4.10 61.51
3.04 35.70
Exelon
FirstEnergy
NextEra Energy
Xcel Energy
Pub Sv Ent
Sempra Energy
Southern Co.
2.32
1.89
3.67
3.33
3.61
4.52
3.88
1.48 24.89
1.64 17.77
1.97 19.74
2.14 30.34
2.34 27.62
2.43 83.43
2.82 27.67
Initial Offer Price
IPO Date
Recent Price
16.00
17.00
24.00
21.00
10.00
6/28
6/28
6/27
6/27
6/26
13.30
23.15
22.50
22.83
10.00
ALMS
LB
TBN
WBTN
GRAF
Investor Sentiment Readings
High bullish readings in the Consensus stock index or in the Market
Vane stock index usually are signs of Market tops; low ones, market
bottoms.
Last Week
2 Weeks Ago
3 Weeks Ago
66%
67%
67%
Consensus Index
Consensus Bullish Sentiment
AAII Index
Bullish
44.5%
44.4%
Bearish
28.3
22.5
25.7
Neutral
27.2
33.1
29.7
44.6%
71%
71%
69%
46.1%
50.2%
46.0%
Market Vane
Bullish Consensus
Nil 50.79
1.32 24.70
1.28 63.28
5.40 55.83
0.92 33.14
2.84 63.45
0.72 17.99
5.20 19.86
6.50 23.04
Nil 21.09
Utility Stocks
AES Corp.
AmericanElecPower
AmericanWaterWorks
Atmos Energy
Con Ed
DominionEnergy
Duke Energy
Edison Int'l
Ticker
Alumis
LandBridge
Tamboran Resources
WEBTOON Entertainment
Graf Global
TIM Group Market Sentiment
Indicator
Sources: Consensus Inc.; American Association of
Individual Investors; Market Vane; TIM Group
Arms Index
The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
quotient. The numerator in the index is the number of
advancing stocks divided by the number of declining stocks.
As of 3/14/11, the denominator in the index is now the
composite volume of advancing stocks divided by the
composite volume of declining stocks.
Daily
6/24
6/25
6/26
6/27
6/28
NYSE
NYSE American
Nasdaq
.92
.72
1.23
1.34
1.04
.58
1.04
.11
.48
1.09
.69
.80
1.02
1.11
1.14
%Chg
-16.9%
36.2%
-6.3%
8.7%
0.0%
New Listings
NYSE
LandBridge (LB)
Tamboran Resources (TBN)
NYSE American
Graf Global (GRAF)
Nasdaq
Alumis (ALMS)
GRAIL (GRAL)
Lakeside (LSH)
WEBTOON Ent (WBTN)
Trading
Suspended
NYSE
Apartment Income (AIRC)
HireRight (HRT)
Model N (MODN)
Taro Pharma (TARO)
Nasdaq
AdTheorent (ADTH)
Bruush Oral Care (BRSH)
DermTech (DMTK)
Global Gas (HGAS)
TRACON Pharma (TCON)
Name
Changes
NYSE
Fortuna Mining (FSM),
formerly Fortuna Silver Mines
Nasdaq
ANEW MEDICAL (WENA),
formerly Redwoods (RWOD)
Thunder Power (AIEV),
formerly Feutune Light (FLFV)
VSee Health (VSEE), formerly
Digital Health (DHAC)
July 1, 2024
D ATA
BARRON’S
51
MARKET LABORATORY
B A R R ON S .C OM / D ATA
Dow Jones U.S. Total Market Industry Groups
Net Change
Top 20 Weekly Ranked
IG-Sym
Close
Automobiles
Recreational Svcs
Automobiles & Parts
Delivery Svcs
Fixed Line Telecom
Oil Equipment & Svcs
Oil Equip, Svcs & Distri
Integrated Oil & Gas
Banks
Oil & Gas Producers
Pipelines
Exploration & Production
Industrial & Office REITs
Industrial Transportation
Internet
Trucking
Marine Transportation
Health Care Providers
Publishing
Broadline Retailers
DJUSAU
DJUSRQ
DJUSAP
DJUSAF
DJUSFC
DJUSOI
DJUSOQ
DJUSOL
DJUSBK
DJUSOG
DJUSPL
DJUSOS
DJUSIO
DJUSIT
DJUSNS
DJUSTK
DJUSMT
DJUSHP
DJUSPB
DJUSRB
734.91
115.46
844.58
1339.45
113.27
289.06
424.96
770.58
554.05
888.56
833.62
1109.70
101.30
1567.82
4535.39
1619.00
393.02
3117.69
756.09
4025.93
% Change and Ranking
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
52 Week
Wkly
YTD
Week
Rank
Yr Ago
Rank
YTD
Rank
3 Yr
High
Low
+ 49.17
+ 7.46
+ 48.46
+ 72.26
+ 4.18
+ 10.12
+ 11.98
+ 21.37
+ 15.14
+ 22.64
+ 19.23
+ 25.11
+ 1.92
+ 29.62
+ 80.72
+ 27.54
+ 6.34
+ 49.61
+ 11.68
+ 60.57
–143.99
9.73
–160.80
–36.38
13.40
–10.88
28.44
75.59
64.26
76.81
121.21
79.97
–15.65
–82.00
1,038.59
–122.39
135.40
–58.20
62.16
813.99
+7.17
+6.91
+6.09
+5.70
+3.83
+3.63
+2.90
+2.85
+2.81
+2.61
+2.36
+2.31
+1.94
+1.93
+1.81
+1.73
+1.64
+1.62
+1.57
+1.53
[1]
[2]
[3]
[4]
[5]
[6]
[7]
[8]
[9]
[10]
[11]
[12]
[13]
[14]
[15]
[16]
[17]
[18]
[19]
[20]
–19.39
+15.64
–19.35
–8.09
+22.02
+5.57
+18.85
+6.29
+38.25
+13.47
+28.28
+21.76
–3.38
+.14
+53.42
+3.20
+60.45
+5.52
+36.73
+47.00
[134]
[54]
[133]
[121]
[38]
[86]
[45]
[85]
[7]
[64]
[20]
[39]
[112]
[104]
[4]
[98]
[2]
[87]
[10]
[5]
–16.38
+9.20
–15.99
–2.64
+13.41
–3.63
+7.17
+10.88
+13.12
+9.46
+17.01
+7.77
–13.38
–4.97
+29.70
–7.03
+52.56
–1.83
+8.96
+25.34
[131]
[45]
[130]
[103]
[27]
[105]
[55]
[36]
[29]
[42]
[13]
[52]
[126]
[110]
[4]
[116]
[2]
[99]
[47]
[5]
–6.81
+2.82
–7.78
–7.55
–4.74
+15.08
+14.23
+19.69
–.23
+20.85
+11.54
+22.18
–7.79
–1.76
+8.27
+7.65
+24.99
+2.84
+5.94
+4.66
1,028.71
115.48
1,175.55
1,563.90
113.27
347.74
430.55
817.16
564.29
962.71
833.62
1,246.88
120.63
1,718.76
4,630.31
1,975.64
407.59
3,260.67
760.01
4,089.79
560.40
73.02
670.33
1,200.27
78.61
266.30
360.91
667.50
375.25
773.42
650.94
907.25
87.24
1,392.88
2,926.29
1,480.43
238.94
2,863.86
550.29
2,633.20
Net Change
% Change and Ranking
52 Week
Top 20 Yr Ago Ranked
IG-Sym
Close
Wkly
YTD
Week
Rank
Yr Ago
Rank
YTD
Rank
3 Yr
High
Low
Semiconductor
Marine Transportation
Technology Hardware & Equip
Internet
Broadline Retailers
Travel & Tourism
Banks
Software & Computer Svcs
Diversified Industrials
Publishing
Hotels
Property & Casualty
Apparel Retailers
Mortgage Finance
General Retailers
Retail
Software
Full Line Insurance
General Industrials
Pipelines
DJUSSC
DJUSMT
DJUSTQ
DJUSNS
DJUSRB
DJUSTT
DJUSBK
DJUSSV
DJUSID
DJUSPB
DJUSLG
DJUSIP
DJUSRA
DJUSMF
DJUSGT
DJUSRT
DJUSSW
DJUSIF
DJUSGI
DJUSPL
19108.55
393.02
7220.44
4535.39
4025.93
1084.98
554.05
6581.62
808.45
756.09
3701.03
1640.04
1544.65
10.48
2858.74
2554.22
7037.44
71.69
670.04
833.62
– 413.66
+ 6.34
– 62.73
+ 80.72
+ 60.57
+ 13.82
+ 15.14
+ 72.12
– 4.63
+ 11.68
+ 12.05
– 24.36
– 20.20
– .02
+ 6.90
+ 1.83
+ 51.88
– .63
– 10.96
+ 19.23
7,725.78
135.40
2,043.38
1,038.59
813.99
104.67
64.26
1,015.77
139.59
62.16
382.71
230.37
193.83
.69
474.46
405.75
828.89
5.29
84.62
121.21
–2.12
+1.64
–.86
+1.81
+1.53
+1.29
+2.81
+1.11
–.57
+1.57
+.33
–1.46
–1.29
–.21
+.24
+.07
+.74
–.87
–1.61
+2.36
[119]
[17]
[75]
[15]
[20]
[24]
[9]
[27]
[68]
[19]
[40]
[98]
[91]
[58]
[41]
[50]
[31]
[76]
[107]
[11]
+100.86
+60.45
+54.46
+53.42
+47.00
+42.93
+38.25
+37.38
+36.74
+36.73
+36.73
+36.39
+36.11
+35.78
+35.69
+33.98
+30.15
+29.15
+28.49
+28.28
[1]
[2]
[3]
[4]
[5]
[6]
[7]
[8]
[9]
[10]
[11]
[12]
[13]
[14]
[15]
[16]
[17]
[18]
[19]
[20]
+67.87
+52.56
+39.47
+29.70
+25.34
+10.68
+13.12
+18.25
+20.87
+8.96
+11.53
+16.34
+14.35
+7.07
+19.90
+18.89
+13.35
+7.97
+14.45
+17.01
[1]
[2]
[3]
[4]
[5]
[38]
[29]
[11]
[7]
[47]
[32]
[15]
[21]
[56]
[8]
[10]
[28]
[51]
[20]
[13]
+36.50
+24.99
+25.96
+8.27
+4.66
+8.94
–.23
+9.46
+10.39
+5.94
+15.73
+17.00
+8.38
+7.32
+4.96
+5.88
+11.02
+14.24
+5.71
+11.54
20,667.21
407.59
7,620.36
4,630.31
4,089.79
1,135.72
564.29
6,650.30
816.61
760.01
3,794.05
1,708.11
1,566.57
11.08
2,890.64
2,582.07
7,074.16
77.41
686.46
833.62
8,771.72
238.94
4,251.91
2,926.29
2,633.20
719.35
375.25
4,709.75
556.40
550.29
2,752.17
1,188.85
1,137.18
7.61
1,966.24
1,781.40
5,146.33
56.28
491.48
650.94
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving
average. Volume figures do not reflect extended trading hours.
The Delta MSI measures the
position of a representative set
of stocks relative to an
intermediate-term moving
average crossover (MAC) point.
When greater than 50% of the
stocks followed are above this
MAC point, the market is
bullish. When the indicator is
below 50%, risk is elevated and
stock exposures should be
reduced. Manager uses
discretion on asset allocation
when MSI is at 50% +/- 3%.
Bearish
Pulse of the Economy
Only includes new reports.
Economic Growth and Investment
Latest
Date
Latest Preceding
Data
Period
Year YroYr
Ago % Chg
Gross domestic product
Personal income, (bil. $)
Personal Savings Rate, St.Louis Fed
All fixed investment, (bil. $)
Non–residential investment, (bil. $)
Residential investment, (bil. $)
Gross Output, (bil. $) All Industries
1st Qtr
1.4
3.4
2.2 2.90
May 23,923.7 r23,809.6 22,876.6 4.58
May
3.9
r3.7
5.3 –26.42
1st Qtr 4,084.2 4,016.0 3,905.9 4.56
1st Qtr 3,351.1 3,314.9 3,214.5 4.25
1st Qtr 772.2
744.1 731.1 5.62
1st Qtr 39,466.7 39,223.0 38,527.4 2.44
Electric power, (mil. kw hrs) (EEI)
June 22 94,220
Petroleum, related capacity, %
June 21
92.2
Rotary rigs running, U.S. & Can., (Hughes) June 28
757
Steel, (thous. tons)
June 22 1,710
Steel, rated capacity, % (AISI)
June 22
77.0
84,658 83,677 12.60
93.5
92.2 0.00
754
841 –9.99
1,704 1,758 –2.73
76.7
78.1 –1.41
Consumption and Distribution
Consumer spending, (bil. $)
Durable goods (bil. $)
49.0%
Instinet Research Redbook Avg. (monthly %) June 22 –2.61
0.41 –1.56
….
Baltic Dry Index
June 28 2,050
1,997 1,091 87.90
New home sales, (thous. units)
May
619
r698
741 –16.46
Personal consumption, (bil. $)
1st Qtr 15,643.0 15,586.7 15,312.9 2.16
46.3%
Gasoline, (thous. bbls)
Orders
Durable goods, (bil. $)
Latest Preceding
Data
Period
June 21 233,886
May
283.1
Year YroYr
Ago % Chg
231,232 222,005 5.35
r282.8
288.9 –2.01
Trade
Exports, (bil. $)
Imports, (bil. $)
1st Qtr 2,538.1
1st Qtr 3,498.4
2,528.2 2,525.4 0.50
3,446.8 3,460.5 1.10
June 28 119.22
1st Qtr
3.1
118.96 111.23 7.18
1.6
3.9 –20.51
Inflation
Production
Current Sentiment
Last Week
Latest
Date
May 19,337.8 r19,289.9 18,407.8 5.05
May 284.7
285.7 283.4 0.46
Inventories
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) June 21 460,696
457,105 453,690
ECRI Industrial Price Index f
Gross domestic product deflator
Employment
Initial jobless claims (thous.)
Continuing claims (mil.)
June 22
June 15
233
1.839
r239
r1.821
238 –2.10
1.750 5.09
S&P 100
CBOE
9.80
0.90
7.90
0.80
6.00
0.70
4.10
0.60
2.20
0.50
0.30
0.40
J A S O N D J F M A M J
Source: CBOE
Coming Earnings
Home Price Index S&P Case–Shiller – Comp. 10 (SA)
3 Weeks ago
Current Market Exposure: 0%
Equities, 66% Bonds, 34%
Hedged Equity, 0% Cash
Source: Delta Investment
Management
www.deltaim.com, (415)
249-6337
Federal Budget Deficit (bil. $)-a
1,521FY'26
Budget Surplus/Deficit (bil. $)-b, May
–347.13
Trade Deficit (bil. $, sa)-c, April
–74.56
Treasury Gross Public Debt. (bil. $)-d
34,724.7
Treasury Statutory Debt Limit (bil. $)-d
*
Consumer Installment Debt (bil. $)-e, April
5,053.3
1,671FY'25
+209.53
r-68.58
34,734.1
31,381.5
r5,046.9
$-0.27
$-0.35
-0.66
0.67
3.46
2.91
M
Cineverse (Q4)
T
Radius Recycling (Q3)
W
Constellation Brands (Q1)
Consensus Estimate
Consensus Est Last Period
M
May Construction Spending
T
W
F
0.30%
-0.10%
May JOLTS Job Openings
7,910,000
8,059,000
May Trade Balance
-$76.0 bil
-$74.6 bil
May Factory Orders
0.30%
0.70%
June Nonfarm Payrolls
190,000
272,000
June Unemployment Rate
4.0%
4.0%
Unless otherwise indicated, times are Eastern. a-Advanced;
f-Final; p-Preliminary; r-Revised
Source: FactSet
Conference Call Calendar
Company
Date
Time
EarningsRelated
Period
Constellation Brands
July 3
10:30AM
Q1
Source: CCBN, www.ccbn.com
Barron’s 50-Stock Average
Consumer confidence (Conference Board)
June
100.4
r101.3
110.1 –8.81
This index is a weighted average of 50 leading issues. Useful in security valuation. Source: Barron's Stats
Citi Research Panic–Euphoria Reading
June 28
0.44
0.41
0.02
Jun 27
2024
1.54
Year Ago Yr over Yr
Report
% Chg
1,846FY'24
–240.35
–72.76
32,247.0
….
4,857.6
….
44.43
2.47
7.68
….
4.03
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept.
Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily
suspended through January 1, 2025.
1 Year Treas Bills
2 Year Treas Notes
3 Year Treas Notes
5 Year Treas Notes
10 Year Treas Notes
20 Year Treas Bds
FHFA PMMS+ June
Jun 28
Jun 21
Yr. Ago
YOY % Chg
5.10
4.71
4.46
4.27
4.25
4.49
6.87
5.12
4.76
4.50
4.33
4.32
4.56
6.73
5.26
4.71
4.32
3.98
3.75
4.02
6.26
-3.04
0.00
3.24
7.29
13.33
11.69
9.74
Fed annualized yields adjusted for constant maturity.
Yr-to-Yr
% Chg
S&P 500 Index
5482.87 5473.17 4343.82
26.22
Barron’s 50 Index
13244.69 13318.13 11478.82
Jun 20
2024
15.38
Projected quarterly earn
125.16 124.04
162.87
–23.15
Annualized projected earn
500.65
496.15
651.47
–23.15
Annualized projected P/E
26.46
26.84
17.6
50.15
Five-year average earn
524.23
523.78 486.93
7.66
Five-year average P/E
25.26
25.43
23.6
7.17
Year-end earn
608.05 606.93
619.08
–1.78
Money Rates
Discount Rate (NY)
Prime Rate (base)
Avg effective offer
Avg weekly auction-c
13 weeks, Coupon Yield
13 weeks, Auction Rate
26 weeks, Coupon Yield
26 weeks, Auction Rate
Avg weekly auction-c
Broker Call Rate
1 month
2 months
3 months
6 months
Canada
Germany
Japan
Switzerland
Britain
Other Money Rates
Fannie Mae Home Loan:
30-Year Fixed Conv
Bank money market-z
Interest Checking-z
6-Month Certif-z
12-Month Certif-z
30 Month Accounts-z
5-Year Certificates-z
21.94
18.5
17.48
4.59
4.56
5.4
–14.91
U.S. Savings EE Bonds:
Best grade bond yields, %
4.03
3.97
4.47
–9.76
Long-Term (5yrs+)
Bond yields/stock ylds, %
0.88
0.87
0.83
5.92
1.96
1.95
2.14
Prev. Week
Yr Ago
5.50
8.50
5.50
8.50
5.25
8.25
5.33
5.33
5.33
5.33
5.08
5.07
5.379
5.235
5.350
5.140
5.24
7.25
5.395
5.250
5.361
5.150
5.25
7.25
5.336
5.180
5.445
5.215
5.15
7.00
5.38
5.42
5.45
5.45
5.36
5.38
5.41
5.45
5.14
5.25
5.43
5.55
6.95
4.25
1.475
1.75
5.25
6.95
4.25
1.475
1.75
5.25
6.95
4.00
1.475
2.25
5.00
Discontinued
0.56
0.09
1.96
2.05
1.39
1.48
by
0.56
0.09
1.95
2.04
1.39
1.48
source
0.32
0.06
1.38
1.72
1.25
1.22
2.70
2.70
2.50
Bankers Acceptances
21.78
259.59 259.50 245.47
Latest Week
Fed Funds Rate
Year-end earns yield, %
Actual yr-end divs yld, %
U.S. $ in
Foreign
Currency
Last Fri.
Argentina (Peso)-y
.0011
.0011 911.3384 905.6772
Australia (Dollar)
.6670
.6641
1.4993
1.5058
Bahrain (Dinar)
2.6532
2.6532
.3769
.3769
Brazil (Real)
.1788
.1841
5.5936
5.4314
Bulgaria (Lev)
.5479
.5467
1.8253
1.8292
Canada (Dollar)
.7310
.7303
1.3680
1.3693
Chile (Peso)
.001056 .001063
947.05
940.97
China (Renminbi)
.1376
.1377
7.2673
7.2613
Colombia (Peso)
.0002409 .0002409 4150.26 4151.03
Denmark (Krone)
.1437
.1434
6.9611
6.9753
EcuadorUS Dollar
1.0000
1.0000
1.0000
1.0000
Egypt (Pound)-y
.0208
.0210 48.0264 47.7074
Hong Kong (Dollar)
.1281
.1281
7.8081
7.8064
Hungary (Forint)
.002712 .002697
368.78
370.83
Iceland (Krona)
.007206 .007171
138.78
139.45
India (Rupee)
.01199
.01197
83.368
83.568
Indonesia (Rupiah)
.0000612 .0000608
16352
16450
Israel (Shekel)
.2654
.2660
3.7678
3.7587
Japan (Yen)
.006216 .006261
160.88
159.71
Kazakhstan (Tenge)
.002111 .002146
473.61
465.96
Kuwait (Dinar)
3.2610
3.2585
.3067
.3069
Macau (Pataca)
.1243
.1243
8.0480
8.0430
Malaysia (Ringgit)-b
.2120
.2122
4.7175
4.7130
New Zealand (Dollar)
.6092
.6119
1.6415
1.6343
Norway (Krone)
.0938
.0946 10.6629 10.5725
Oman (Rial)
2.5973
2.5978
.3850
.3849
Pakistan (Rupee)
.00359
.00359 278.308 278.500
Philippines (Peso)
.01710
.01699
58.490
58.870
Poland (Zloty)
.2485
.2472
4.0248
4.0455
Qatar (Rial)
.2742
.2747
3.6476
3.6402
Saudi Arabia (Riyal)
.2665
.2666
3.7517
3.7515
Singapore (Dollar)
.7374
.7381
1.3561
1.3549
South Africa (Rand)
.0550
.0557 18.1758 17.9686
South Korea (Won)
.0007239 .0007198 1381.39 1389.36
Sri Lanka (Rupee)
.0033
.0033 306.0200 305.3100
Sweden (Krona)
.0943
.0952 10.5995 10.5080
Switzerland (Franc)
1.1127
1.1187
.8987
.8939
Taiwan (Dollar)
.03075
.03090
32.519
32.367
Thailand (Baht)
.02722
.02721
36.740
36.750
Turkey (New Lira)-d
.0306
.0305 32.7173 32.8394
Ukraine (Hryvnia)
.0247
.0247 40.5500 40.4500
U.K. (Pound)
1.2646
1.2645
.7908
.7908
Euro
1.0716
1.0695
.9332
.9351
Year-end P/E
Actual year-end divs
U.S. $ in
Foreign
Currency
Fri.
Foreign Prime Rates
May
2023
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. hbenchmark revision, 2016 equals 100. r-Revised.
Foreign
Currency
in U.S.$
Last Fri.
T-Bills Rate
For more information about coming economic reports
- and what they mean - go to Barron’s free Economic
Calendar at www.barrons.com
….
Foreign
Currency
in U.S.$
Fri.
Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2005. y-floating rate.
r342.16 321.15 8.01
Adjustable Mortgage Rates
Preceding
Report
Year ago
Apr 346.89
Other Indicators
American Debt and Deficits
Latest
Report
Consensus Estimate
Construction
2 Weeks ago
48.3%
Country
Readings in the CBOE equity put-call ratio of 60:100 and in the
S&P 100 of 125:100 are considered bullish, for instance. Bearish
signals flash when the equity put-call level reaches the vicinity of
30:100 and the index ratio hits 75:100.
Day
Delta Market
Sentiment
Indicator
Foreign Exchange
CBOE Put / Call Ratio
vs. S&P 100
5.75
–8.38
c-Annualized yields, adjusted for constant maturity, reported by the Federal
Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
Factset. z-Bankrate.com.
52
BARRON’S
MARKET LABORATORY
D ATA
Barron’s Gold Mining Index
12-Month
High
Low
1026.42 744.74 Gold mining
6/27
6/20
Year
Ago
Week %
Chg.
955.93
971.89
850.37
–1.64
Gold, troy ounce
Silver, troy ounce
B A R R ON S .C OM / D ATA
Dividend Payment Boosts
Weekly Bond Statistics
New Offerings, (mil $) (v)
Corporate (z)
Municipal (z)
Last Week
Prev. Week
Yr Ago
23,919
12,810
r30,953
r10,473
21,158
13,148
Best Grade Bonds-y
Gold & Silver Prices
Handy & Harman
6/28
6/21
Year Ago
2330.90
29.28
2335.05
29.74
1912.25
22.76
(Barron's index of 10 high-grade corporate bonds.)
4.03
3.97
4.87
Interm-Grade Bonds-y
(Barron's index of 10 medium-grade corporate bonds.)
5.03
4.99
Base for pricing gold and silver contents of shipments and for making
refining settlement.
5.06
Confidence Index
Coins
Krugerrand
Maple Leaf
Mexican Peso
Austria Crown
Austria Phil
U.S. Eagles
Price
Premium $
Premium %
2419.66
2442.93
2813.18
2283.53
2442.93
2442.93
93.06
116.33
8.00
3.00
116.33
116.33
4.00
5.00
0.29
0.13
5.00
5.00
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 2326.6
Handy & Harman Gold Price
J A S O N D J F M A M J
(This index includes all publicly issued, fixed-rate, non-convertible,
investment-grade, dollar-denominated, SEC-registered corporate
debt.)
3061.55
3067.07 2899.96
20
(Index of total return from active Treasury notes and bonds. Dec.
31, 1996=100.)
274.69
275.16 268.23
15
Bond Buyer 20 Bond Index
10
(Index of yields of 20 general obligation municipal bonds.)
3.93
3.90
5
Bond Buyer Municipal Bond Index
0
(Index of 40 actively-traded tax-exempt bonds; component issues
are changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer
4.33
4.30
4.43
-15
3.65
1.8
50.0
1.7
16.7
0.7
0.7
10.3
8.3
6.3
8.3
0.1
7-05
7-30
7-10
8-19
7-09
7-09
8-15
8-02
8-01
7-11
6-28
7-05
7-30
7-10
8-19
7-09
7-09
8-15
8-02
8-01
7-11
6-28
7-15
8-20
8-01
8-30
7-25
7-25
9-01
8-20
9-05
7-25
7-01
Adjusted
Yield
Company Name-Ticker Symbol (Exchange)
%
Decrease
Record
Date
Ex-Div
Date
Payment
Date
To
Period
To
From
Avg.
Yield
38571.03
39411.21
38571.03
38903.73
39118.86
+432.54
+1.12
26.76
1.87
This list includes payouts on
common stocks.
Quarterly Dow Jones Industrial Average
Year
Ended
Quarter
Ended
Clos.
Avg.
2024
June 28
Mar. 29
39118.86
39807.37
Qtrly
Chg.
— 688.51
+ 2117.83
—
+
%
Chg.
Qtrly
Earns
12-Mo.
Earns
P/E
Ratio
Qtrly
Divs
12-Mo.
Divs
Divs
Yield
Payout
Ratio
1.73
5.62
NA
401.17
NA
1497.74
NA
26.6
185.19
186.00
739.80
736.31
1.89
1.85
NA
0.4916
Record Ex-Div
Date Date
Pay
Date
7-15
8-01
Stock Splits/Dividends
Record Ex-Div
Amount Date Date
Special Dividends
Pay
Date
NONE
.31
.25
-892,270
2,347
....
....
6,921
....
52
-312
38,230
7,207,812
11,041
5,200
52,966
7,294,680
2,352,241
410
765,417
9,683
157,777
-123,496
3,992,033
3,302,647
3,314,230
+353
....
+10
-59
+664
-13,221
....
....
+14
-13,305
+2,036
-1
+42,007
....
+12,272
+2,020
+118,322
-131,627
+4,446
+3,522
....
+25
-99
-3,829
-1,109,827
....
....
+721
-1,109,799
+10,785
+192
+374,846
-2
-44,443
-102,914
-1,240,879
+131,080
-118,173
Latest
Month
Prev.
Month
Month %
Chg.
Year
Ago
3,376,200
3,255,800
120,410
5,725,300
3,429,500
3,293,500
135,938
5,775,200
-1.55
-1.14
-11.42
-0.86
3,235,600
2,928,400
307,190
5,569,600
AECOM
.22
Banco Bradesco Ord ADR .032
Bank of Nova Scotia
.777
Campbell Soup
.37
Chunghwa Telecom ADR 1.474
ESCO Technologies
.08
Korn Ferry
.37
Noah Holdings ADR
2.125
Progressive
.10
Simpson Manufacturing
.28
Steelcase
.10
Thor Industries
.48
Wabash National
.08
Thursday (July 4)
Friday (July 5)
ABM Industries
American Express
Bristol Myers Squibb
Ennis
General Dynamics
Globe Life
Helios Technologies
JPMorgan Chase
Lennar Cl A
Lennar Cl B
Sysco
Toll Brothers
.095
.40
.10
.02
.12
.52
.70
.40
.025
Saturday (July 6)
NONE
NONE
.225
.70
.60
.25
1.42
.24
.09
1.15
.50
.50
.51
.23
Sunday (July 7)
NONE
Monday (July 8)
Escalade
Immersion
Roper Technologies
Waterstone Fincl
.15
.045
.75
.15
NONE
Week’s ExDividend
Dates
Sunday (July 7)
This list includes payouts on
common stocks.
Saturday (July 6)
NONE
NYSE American
Monday (July 8)
Disney
OGE Energy
Quest Diagnostics
Sylvamo
Universal Corp
.45
.418
.75
.45
.81
Tuesday (July 2)
Acme United
Wed. (July 3)-Mon. (July 8)
NONE
Amount
Freeport-McMoRan-FCX (NYSE)
0.08
Maturity
Thursday (July 4)
NONE
Friday (July 5)
ChampionX
Cisco Systems
Deswell Industries
Encore Wire
Gentex
NetApp
Preferred Bank LA
Royal Gold
VersaBank
Company Name-Ticker Symbol (Exchange)
7-15
U.S. Treasury Bills
Wednesday (July 3)
Comcast Cl A
Village Super Market A
Agilent Technologies
.236
Republic Services
.535
Utd Microelectronics ADR .463
Wednesday (July 3)
-12,935
CRM
COIN
DDOG
ABNB
CELH
Avg.
P/E
.05
.10
.40
.10
.40
6,802,167
Salesforce
Coinbase Global
Datadog
Airbnb
Celsius
% Chg.
Tuesday (July 2)
Algoma Steel Group
Calavo Growers
Cricut Cl A
Cricut Cl A
Opera ADR
Year Ago
Change
Top 5 Insider Sales by Company in 2024
Chg.
NASDAQ
Prev. Week
Change
$27.44
$28.00
$22.32
$20.57
$41.79
Last
Close
Tuesday (July 2)
Latest
Week
Townebank
TOWN 66 52,297 1,434,784
Ul Solutions
ULS
22 590,669 16,538,732
Compass Diversified CODI 17 194,368 4,337,723
Columbia Banking System COLB 13 52,666 1,083,289
Community Trust Bancorp CTBI
12
10,421
435,510
Close Avg
Mean
NYSE
5.54
Avg.
Price
Closing
Low
Yield on DJ Equal Weight US Corp Bond Idx:
5.47
Number of Number of
Sym Insiders
Shares
Closing
High
This list includes payouts on
common stocks.
5.51
$ Value
Company
First
Closing
Year
Month
June
Top 5 Insider Purchases by
Company in 2024
Week’s
Dividend
Payment
Monthly Dow Jones Industrial Average
This list includes payouts on
common stocks.
U.S. Gov't securities:
Total Reserves:
Nonborrowed Res
Borrowed Reserves
Monetary Base
Q
.56
.55
Q
.15
.10
Q
.60
.59
Q
.35
.30
Q
.3525
.35
Q
.3525
.35
Q
.32
.29
Q
.13
.12
Q
.34
.32
Q
.13
.12
M .129167 .129063
Period
14.1
1.3
3.8
2.8
3.5
3.4
2.3
2.5
1.0
3.6
6.9
(Difference between yield on highest-grade corporate bonds and
yield on stocks on the DJIA.)
-2.17
-2.11
-2.80
One week ended Jun 26:
Reserve bank credit:
Primary Credit
Secondary Credit
Seasonal Credit
Float
Other F.R. Assets
Total Fed Credit #
Gold stock
SDR Certif. Accounts
Treas. Curr. Outst.
Total
Currency in circ
Treas. Cash Hldgs
Treas. Fed Deposits
Foreign Fed Deposits
Other Fed Deposits
Other FR liab/cap
Total factors
Reserves F.R. banks
Fgn hold U.S. debt
Payment
Date
Week’s ExDividend
Dates
Federal Reserve Data Bank
Federal agency secur:
Bought outright
Ex-Div
Date
Week’s ExDividend
Dates
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. zSource: LSEG.*Barclays T-Bond Index discontinued by firm.
Bought outright
From
Record
Date
Dividend Payment Reductions
Company Name-Ticker Symbol (Exchange)
Stock/Bond Yield Gap-s
Corp Bonds, (y)
Member Bank
Reserve Chgs. (Mil. $)
Company Name-Ticker Symbol (Exchange)
Cadiz Pfd. A-CDZIP (Nasdaq)
Delta Air Lines-DAL (NYSE)
General Mills-GIS (NYSE)
Jefferies Financial Group-JEF (NYSE)
John Wiley & Sons A-WLY (NYSE)
John Wiley & Sons B-WLYB (NYSE)
Kroger-KR (NYSE)
Levi Strauss-LEVI (NYSE)
Matson-MATX (NYSE)
Smith & Wesson Brands-SWBI (Nasdaq)
STRATS Allstate 2006-3-GJT (NYSE)
%
Increase
2024
Ryan Labs Treasury Index
-10
Barron's Gold Mining Index (955.93)
Bloomberg Barclays US Credit
25
-5
Adjusted
Yield
NONE
Other Confidence Indicators:
(This index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.)
3086.15
3151.89 3275.66
Holding: Amid lukewarm economic sentiment, gold slipped 0.2%, to $2,331 an ounce.
30
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
(High-grade index divided by intermediate-grade index; decline in
latter vs. former generally indicates rising confidence, pointing to
higher stocks.)
80.2
79.6
96.2
Bloomberg Barclays US Long Treasury*
Gold Performance
Reserve Aggr (Mil. $)
Month Ended May:
July 1, 2024
.15
July 02
July 05
July 09
July 11
July 16
July 18
July 23
July 25
July 30
August 01
August 06
August 08
August 13
August 15
August 20
August 22
August 27
August 29
September 03
September 05
September 10
September 12
September 17
September 19
September 24
September 26
October 01
October 03
October 08
October 10
October 15
October 17
October 22
October 24
October 29
October 31
November 07
November 14
November 21
November 29
December 05
Dec 12 '24
Dec 19 '24
Dec 26 '24
Jan 23 '25
Feb 20 '25
Mar 20 '25
Apr 17 '25
May 15 '25
Jun 12 '25
Bid
Asked
Wkly
Chg.
Ask
Yld.
5.21
5.22
5.21
5.24
5.24
5.26
5.25
5.23
5.25
5.23
5.23
5.23
5.23
5.22
5.25
5.23
5.25
5.25
5.23
5.21
5.23
5.23
5.22
5.21
5.21
5.23
5.21
5.18
5.22
5.20
5.21
5.21
5.22
5.18
5.22
5.17
5.17
5.16
5.14
5.12
5.14
5.13
5.12
5.12
4.91
4.96
4.94
4.91
4.89
4.86
5.20
5.21
5.20
5.23
5.23
5.25
5.24
5.22
5.24
5.22
5.22
5.22
5.22
5.21
5.24
5.22
5.24
5.24
5.22
5.20
5.22
5.22
5.21
5.20
5.20
5.22
5.20
5.17
5.21
5.19
5.20
5.20
5.21
5.17
5.21
5.16
5.16
5.15
5.13
5.11
5.13
5.12
5.11
5.11
4.90
4.95
4.93
4.90
4.88
4.85
0.02
0.03
0.03
0.05
0.06
0.09
0.05
0.01
0.05
0.02
0.01
....
....
0.03
....
0.02
0.03
0.04
0.02
....
....
....
....
-0.01
....
0.02
....
....
....
....
....
0.01
....
-0.03
....
....
0.01
....
-0.01
-0.01
-0.02
-0.02
-0.02
0.04
....
....
-0.01
0.01
0.01
....
5.27
5.29
5.28
5.31
5.31
5.34
5.33
5.31
5.34
5.32
5.32
5.31
5.33
5.32
5.35
5.33
5.35
5.35
5.34
5.32
5.34
5.34
5.34
5.33
5.33
5.36
5.34
5.31
5.35
5.34
5.35
5.35
5.37
5.33
5.37
5.33
5.33
5.32
5.31
5.29
5.32
5.31
5.31
5.31
5.06
5.13
5.12
5.11
5.11
5.09
53 1,434,828 405,448,138 $287.97
42 1,294,831 264,391,393 $204.19
30 1,533,135 189,311,178 $123.48
27 1,854,649 273,840,472 $147.65
27 5,821,636 353,229,553 $60.68
Week’s
Dividend
Payment
This list includes payouts on
common stocks.
NYSE
NASDAQ
Monday (July 1)
Monday (July 1)
Automatic Data
1.40
C & F Financial
.44
CH Robinson Worldwide
.61
Chemung Financial
.31
Community Trust Bancorp .46
Elbit Systems
.50
First Fincl Bankshares
.18
Hawthorn Bancshares
.19
Huntington Bancshares .155
Northern Trust
.75
Paramount Global Cl A
.05
Paramount Global Cl B
.05
Pathward Financial
.05
Popular Inc.
.62
Simmons First Natl Cl A
.21
Stock Yards Bancorp
.30
Trustco Bank
.36
UMB Financial
.39
United Bankshares WV
.37
Universal Logistics
.105
WesBanco
.36
Albemarle
.40
Allstate
.92
Avangrid
.44
Banc of California
.10
Baxter International
.29
Brown-Forman Cl A
.218
Brown-Forman Cl B
.218
Cadence Bank
.25
Coca-Cola
.485
Comerica
.71
Energ Gerais-Cemig ADR C .023
First Horizon
.15
Genuine Parts
1.00
Greif A
.52
Greif Cl B
.78
ITT
.319
Macy's
.174
McKesson
.62
New Jersey Resources
.42
NewMarket
2.50
Nike Cl B
.37
PPL Corp
.257
Prosperity Bancshares
.56
Regions Financial
.24
Six Flags Entertainment 1.53
Synovus Financial
.38
TEGNA
.125
Textron
.02
Transalta Corp
.044
UGI
.375
Westwood
.15
Tuesday (July 2)
Baytex Energy
Hartford Financial
Kimberly-Clark
Orion
PulteGroup
Spire
STMicroelectronics
TELUS Corp.
Vestis
.016
.47
1.22
.021
.20
.755
.09
.284
.035
Wednesday (July 3)
Aaron's
H & R Block
HP
Utz Brands
Utz Brands
VICI Properties
.125
.32
.276
.059
.021
.415
Thursday (July 4)
NONE
Friday (July 5)
Broadridge Finl Solutions .80
Chesapeake Utilities
.64
Chubb
.91
CompanhiaSBEDP ADR
.281
CONMED
.20
Curtiss-Wright
.21
Dine Brands Global
.51
Dole
.08
Graphic Packaging
.10
Himalaya Shipping
.04
Kennedy-Wilson Holdings .12
Myers Industries
.135
North Amer Construction .073
Restaurant Brands Intl
.58
Rogers Communications B .366
Turning Point Brands
.07
WPP ADR
.244
Saturday (July 6)
NONE
Sunday (July 7)
NONE
Tuesday (July 2)
Financial Institutions
Golden Entertainment
Ituran Location & Ctrl
Nathan's Famous
Phillips Edison
Valley National Bancorp
.30
.25
.39
.50
.097
.11
Wednesday (July 3)
Mercer International
QCR Holdings
.075
.06
Thursday (July 4)
NONE
Friday (July 5)
FirstService
.25
Hackett Group
.11
Hamilton Lane Cl A
.49
Heartland Express
.02
Information Services
.045
Playtika Holding
.10
Seagate Technology
.70
United Community Banks .23
Utah Medical Products
.30
Saturday (July 6)
NONE
Sunday (July 7)
NONE
Week’s
Dividend
Payment
This list includes payouts on
common stocks.
NYSE American
Monday (July 1)
Imperial Oil
Tuesday (July 2)
NONE
Wednesday (July 3)
NONE
Thursday (July 4)
NONE
Friday (July 5)
NONE
Saturday (July 6)
NONE
Sunday (July 7)
NONE
.44
July 1, 2024
D ATA
MARKET LABORATORY
Week’s
New Highs and
Lows
NYSE
230
132
New Highs
New Lows
Nasdaq
239
446
New Highs
New Lows
NYSE American
24
28
New Highs
New Lows
Only includes COMMON and REIT stocks
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
NYSE American
NEW HIGHS
DecisionPointSys
EmersonRadio
51TalkOnlineEd
GranTierraEner
LairdSuperfood
NatlHealthcare
StrawberryFldREIT
10XCapIII A
TherivaBio
WidePoint
NEW LOWS
AeonBiopharma
AgEagleAerial
AltisourceAsset
Azitra
CatchaInvtA
ChinaPharma
CleanCore
CoreMoldingTech
Cybin
DeltaApparel
EVI Industries
1847Holdings
HoustonAmEner
i-80Gold
IssuerDirect
LoopMedia
Network1Techs
NewFoundGold
NovaBayPharm
Oragenics
PerfectMoment
PineappleFinl
SachemCapital
XtantMedical
Nasdaq
NEW HIGHS
ACI Worldwide
AddusHomeCare
ADMA Biologics
ADS-TEC
AffinityBncshs
AlarumTech
AlimeraSciences
AlnylamPharm
Alpha&Omega
Alphabet A
Alphabet C
Alset
Alumis
Amazon.com
AmkorTech
53
BARRON’S
APxAcqnI A
AvePoint
Bank7
BarfreshFood
BarrettBus
BlueprintMed
Booking
BowenAcqn
BukitJalilGlbAcqn1
Camtek
CecoEnvl
ChefsWarehouse
ChurchillDowns
Cintas
CirrusLogic
Coca-ColaEuro
CocaColaCon
CoffeeHolding
CommvaultSys
ContineumTherap
CornerGrowth2 A
CredoTech
CSW Industrials
Daktronics
DelcathSystems
Dogness
DyneTherap
eBay
Elutia
EudaHealth
EuroDry
EvergreenA
Fitell
Fly-E
FormFactor
FortuneRiseA
FourLeafAcqn
FTAI Aviation
GermanAmBncp
GlbPtrII A
GolarLNG
GSE Systems
Harte-Hanks
Hawkins
Honeywell
HorizonSpaceI
IndepBankMI
Insmed
IntuitiveSurgical
InvscBS32HYCpBd
IronHorseAcqns
JVSPAC Acqn A
Kaspi.kz
KewauneeSci
Lakeside
LeadRealEstate
LeonardoDRS
Life360
Macatawa
Macom Tech
Medpace
MeritMedical
MetroCityBkshs
Microsoft
MountainI A
NanoNuclearEner
NatlWesternLife
NewProvidenceII A
NexalinTechnology
NurixTherap
OakWoodsAcqnA
PepGen
PerceptionCapIII
PriorityTech
ProficientAuto
RackspaceTech
RedViolet
RegenPharm
RoperTech
SabraHealthcare
SlamA
Sohu.com
SpringValleyII A
SproutsFarmers
SteelConnect
TDH
TeraWulf
TexasRoadhouse
TMT Acqn
Torm
TransMedics
TSR
TTM Tech
UFP Tech
UnitedTherap
UnivDisplay
VeriskAnalytics
Vertex
VitalFarms
Vivakor
VoxRoyalty
VSE
WalkMe
WholeEarthBrds
WillisLease
Wingstop
NEW LOWS
10xGenomics
22ndCentury
2U
A2Z SmartTech
AadiBioscience
AbCelleraBio
Accolade
ACELYRIN
AdamasOne
Addentax
AdlaiNortye
AdventTech
AehrTestSys
AfricanAgriculture
AgapeATP
AGM
Agora
Agriforce
AligosTherap
Allakos
AllarityTherap
Allbirds
AlphaTauMed
AlphaTeknova
AltamiraTherap
AltisourcePortf
Alumis
AlzamendNeuro
AMC Networks
AmeriServFin
AmerSoftware
Ammo
ANEWMEDICAL
AnixaBiosci
AppliedDNA
AptevoTherap
AptoseBiosci
AquaBountyTech
AquaMetals
ARBIOT
ArrayTech
ArtWayMfg
AslanPharm
AspiraWomenHlth
AstecIndustries
AstraSpace
Auddia
Ayro
Baidu
BallardPower
BarinthusBio
BeamGlobal
BeyondAir
Big5SportingGds
BigTreeCloud
BioCardia
BionanoGenom
BioNTech
BioVie
Bloomin'Brands
BluejayDiag
BlueStarFoods
BoneBiologics
BoundlessBio
BranchOutFood
BrenmillerEner
BriaCellTherap
BridgerAerospace
BullfrogAI
Bumble
ByndCannasoft
CabalettaBio
CambiumNtwks
CarbonRevolution
CareMax
CaribouBio
Carmell
CarParts.com
CassavaSciences
CBLInternational
CCSC Tech Intl
Cemtrex
Cerence
CERoTherap
CheetahNetSupply
ChijetMotor
ChurchillCapIX
Chuy's
Cibus
Cingulate
CISO Global
CitiusPharm
ClearOne
ClearSignTech
CNS Pharm
CommVehicle
CompassTherap
ConcretePumping
ConduitPharm
Conn's
CrackerBarrel
CreativeMedia
CrossCtyHlthcr
CrownElectrokin
Cryoport
CueBiopharma
CVD Equipment
Cyngn
Cytosorbents
DadaNexus
DBV Tech
DentsplySirona
DermataTherap
DiamondHillInvt
DigitalBrands
DigitalTurbine
dLocal
B A R R ON S .C OM / D ATA
DollarTree
DolphinEnt
DonegalGroup A
DonegalGroup B
Dynatronics
EbangIntl
EdibleGarden
EditasMedicine
EffectorTherap
ElbitSystems
EnsysceBio
EnteroTherapeutics
EnterpriseBncp
EnvericBiosci
EuropeanWax
ExactSciences
Expion360
Fanhua
Farmmi
FAT Brands
FennecPharm
FidelityD&D
FirstGuarBcshs
FirstNWBncp
Five9
Fortrea
FractylHealth
FreightTech
FSD Pharma
FuelCell
FundamentalGlbl
FutureFinTech
Galapagos
Gauzy
Genelux
GeneticTech
Genmab
Genprex
Gevo
GilatSatellite
GlbPtrII A
GoldenHeaven
Goodyear
GoPro
Greenlane
GreenPowerMotor
GreenwaveTech
GRI Bio
Gritstone
GryphonDig
GT Biopharma
HCW Biologics
HealthcrTriangle
HeartTestLabs
HeliusMedical
HothTherap
HuadiIntl
Hurco
Hydrofarm
HyzonMotors
ICZOOMA
Immuneering
Immunocore
Infobird
InfoSvcs
Inotiv
InspireVeterinary
IntelligentBio
InteractStrength
Intrusion
JackintheBox
JayudGlblLogistics
Jet.AI
JianzhiEduc
JohnsonOutdoors
KALA BIO
KezarLifeSci
KY FirstFedBncp
Lakeside
LanzaTechGlobal
Lazydays
LCNB
LeadRealEstate
LeddarTech
LifecoreBiomed
LifeStanceHealth
LipellaPharm
LiqTechIntl
LiveVentures
Locafy
LogicMark
LoopIndustries
Lottery.com
LyellImmuno
LyraTherap
LytusTech
MagicEmpire
MainzBiomed
Mannatech
MarinusPharm
MarketAxess
MarketWise
Materialise
Mattel
MaxeonSolar
MDB Capital
MediromHlthcr
MeiwuTechnology
MicroCloudHologram
MilestonePharm
MingtengIntl
MingZhuLogistics
MolecularTemp
MoleculinBiotech
MoolecScience
Movano
MSP Recovery
MultiSensorAI
MuralOncology
MyMD Pharm
MySize
N2OFF
NaaSTechnology
Nanobiotix
NationalBeverage
NationalVision
NatlResearch
NatureWood
NautilusBiotech
NeumoraTherap
NeuroOneMed
NewellBrands
NewFortressEner
NewHorizAircraft
Nikola
NioCorpDevts
NotableLabs
NuCana
Nukkleus
Nuwellis
Nvni
NWTN
OcuphirePharma
OhioValleyBanc
OlympicSteel
OmegaFlex
OmniAb
Omnicell
OpalFuels
OpendoorTech
Organovo
OstinTech
OvidTherap
PainReform
PAVmed
Paylocity
PerceptiveCap
PerionNetwork
PhoenixMotor
PiedmontLith
PierisPharm
Pixelworks
PixieDustTech
PliantTherap
PolestarAuto
Pool
PotlatchDelt
ProfDiversity
ProgressSoftware
ProPhaseLabs
PsyenceBiomed
Quanterix
Quantum-Si
QuantumComp
QuidelOrtho
QuoinPharm
RadiusRecycling
RapidMicro
RaptTherap
Raytech
REGENXBIO
Renalytix
RevanceTherap
ReWalkRobotics
RockyMtnChoc
RumbleON
RushEnt B
Safe&GreenDevt
SagaComm
SalariusPharm
Schrodinger
SciSparc
SeelosTherap
ServiceProperties
Shapeways
SharpLink
ShoalsTech
SI-BONE
SidusSpace
SiloPharma
SIMPPLE
SingularGenomics
SiyataMobile
SOBR Safe
SocietyPass
SolarEdgeTech
SolarmaxTech
Soligenix
SonnetBio
SoundGroup
SoundThinking
SouthernCalBncp
SpartanNash
SportsmansWrhs
StabilisSolns
Staffing360
SurgePays
Taitron
TCBioPharm
TelomirPharm
TempusAI
TenaxTherap
TenonMedical
TevogenBio
TherapeuticsMD
ThunderPower
TitanMachinery
TonixPharm
TopKingWin
TopWealth
TrawsPharma
trivago
TTEC
UnicyciveTherap
Upexi
UrbanOneA
VarexImaging
VastaPlatform
VeraBradley
Verastem
VerbTech
VertexEnergy
VerveTherap
ViaSat
ViaviSolutions
VicinityMotor
VincerxPharma
VintageWineEstates
VisionMarineTech
VorBiopharma
VOXX Intl
VSeeHealth
VyneTherap
Waldencast
WalgreensBoots
Workhorse
X4 Pharm
XcelBrands
Xerox
XIAO-I
Xometry
XortxTherap
ZapataComputing
ZeoEnergy
ZyVersaTherap
NYSE
NEW HIGHS
ADT
Aflac
AT&T
AcadiaRealty
AdtalemGlbEduc
AerCap
AmerStratInvt
Ameriprise
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Artivion
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AveryDennison
Bark
BRC
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BankofAmerica
BlockHR
BostonSci
BreadFinancial
Brink's
BrinkerIntl
Brown&Brown
BurlingtonStrs
CACI Intl
Cadeler
Carvana
CedarFairRec
Cinemark
CleanHarbors
ColgatePalm
Costamare
DT Midstream
DutchBros
Ecolab
Endeavor
Equitable
EquityBcshs
EquityResdntl
EvercoreA
FairIsaac
FedEx
Gallagher
Gannett
GeneralDynamics
GenesisEnergy
GeoPark
Glaukos
GlobusMedical
Grindr
Guidewire
HCA Healthcare
Hagerty
HartfordFinl
HessMidstream
Hilton
ICICI Bank
IndepRealty
InFinTAcqnA
IntlPaper
IronMountain
JefferiesFinl
KinderMorgan
KinrossGold
KnotOffshore
L3HarrisTech
LandBridge
LennoxIntl
EliLilly
LumentFinance
Marsh&McLen
Matson
McKesson
Merck
Moody's
MotorolaSol
MurphyUSA
N-able
NatlBankHoldings
NatlStorage
NovoNordisk
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NuScalePower
OneLiberty
Oppenheimer A
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PJT Partners
PackagingCpAm
PennyMacFin
Pinterest
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PropertyGuru
RELX
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T
he headnote accompanying the Wikipedia entry under
“List of largest
bank failures in the
United States” says
it all: “This is a dynamic list and may never be able to
satisfy particular standards for completeness.” Dynamic, indeed. And
incomplete? Absolutely.
Since the banking crisis of 2008,
more than 500 banks have failed in
the U.S., representing billions of dollars and tens of thousands of jobs.
Last year alone, three major U.S.
banks failed. Each had over $1 billion
BY PAOLO
ZANNONI
The writer is the
executive deputy
chairman of the
board of Prada,
president of Prada
Holding, and advisor to the executive
office of Goldman
Sachs International. This essay
is adapted from his
new book.
in assets. Silicon Valley Bank and
Signature Bank failed in March
2023, then First Republic Bank was
sold to JPMorgan Chase in May. As
always, and not unreasonably, the
economists, the commentators, and
the general public threw up their
hands in utter despair. How could this
happen again? And why?
Well, it has to do with the very nature of banking. And we must understand this fundamental aspect of
banking in order to prepare for the
next—inevitable—bank failure.
In the long and tumultuous history
of banking, one constant remains:
Banks will fail. And when they do,
More Bank Bailouts
Are Coming. That’s
How It Should Be.
O T H E R VO I C E S
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54
BARRON’S
governments will bail them out. This
phenomenon, spanning centuries,
isn’t merely a symptom of modern
finance but an aspect of the banking
ecosystem that goes back to the origins of banking in medieval and early
Renaissance Italy. We see the same
pattern again and again. Banks grow
and expand to the point of failure, and
states attempt to fortify against future
failure with safeguards and regulations. The state’s efforts stifle the
banks’ ability to facilitate economic
growth and to provide essential financial services to the state, businesses,
and individuals, which leads to deregulation and the loosening of constraints, which leads to expansion,
and so the cycle begins again.
As a lifelong banker and businessman, I’ve seen it up close. I have devoted my life to the banking of business, and the business of banking. I
have worked with governments, corporations, financial institutions, and
individuals. I’ve seen banks and businesses grow. And I’ve seen them fail.
I am also a keen scholar of the development of banking and monetary
systems. As described in my book
Money and Promises: Seven Deals That
Changed the World, I have spent years
in the archives of banks around the
world, examining the records of actual
transactions, trying to understand
how banking works, on the page and
in detail, and in particular trying to
understand the nature of the peculiar
and paradoxical relationship between
banks and states.
All of this learning and experience
has led me to one inescapable conclusion: Both bank failures and bailouts
are unavoidable. This is because at
the heart of banking lies a paradox.
Banks thrive by exchanging their
clients’ debts with their own. This
cycle generates bank income, fueling
economic activity by making money
available to consumers, investors,
and the state. In essence, the pursuit
of profit by bankers translates into
increased purchasing power for consumers, the infusion of capital into
the economy, and the provision of
public goods. Society at large benefits.
States need banks almost as much as
bankers need states.
However, this symbiotic relationship between banks and states has its
pitfalls. Banks are inherently fragile
due to their reliance on debt. Excessive
risk-taking makes them more susceptible to failure. Banks will always want
to take on more debt because that’s
how banks work, to the advantage of
bankers and everyone else.
In return for the many advantages
conferred by an ambitious, risk-taking, and dynamic banking system, the
state—in the form of regulators, policymakers, and central bankers—will
seek to mitigate the adverse effects of
bank failures. The bailout is the ageold, tried-and-tested solution to the
problem of bank failure. It serves as a
safety net, minimizing the consequences for investors and society of
banking’s systemic weaknesses. The
bailout is the necessary outcome of
the never-ending tension between the
state’s willingness to incentivize risktaking for economic growth and safeguarding the nation against catastrophic banking collapses.
Critics of the banking system often
decry its flaws. They propose sweeping reforms. But what I learned in my
journey to the historic heart of banking confirms what I’ve seen in practice. The complexity of banking systems always defies easy solutions, and
the cycle always reasserts itself, no
matter what.
Rather than rushing to regulate, we
should recognize the necessary, intimate relationship between bankers’
self-interest and the societal benefits
that banking enables and confers, and
we should acknowledge the inherent
systemic risks in banking, in order to
foster informed decision-making and
indeed to immunize ourselves against
populist rhetoric peddling simplistic
remedies.
The inevitability of bank failures
illustrates a profound truth about
human nature and economic systems.
Ambition and greed can precipitate
crises, but harnessing those tendencies enables economic progress. Acknowledging this perpetual tension,
this precarious balance between the
two, is essential for understanding
how we might maintain a resilient and
functional banking system. B
In the history of banking, one constant remains:
Banks will fail. And when they do, governments
will bail them out.
July 1, 2024
Illustration by Michael Haddad
July 1, 2024
55
RETIREMENT
MAILBAG
Sitting on Nvidia Gains?
Here’s What to Do.
The Massive and
Growing Deficit
BY ELIZABETH O’BRIEN
N
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BARRON’S
vidia’s meteoric rise has left
investors both giddy and anxious. And it’s posing some questions: Should you take any profits off the table? And how do you avoid
getting slammed with capital-gains taxes?
Taking profits looks tempting, especially as the stock wavers. Shares are up
187% over the past year. Had you been
lucky enough to invest $10,000 five years
ago, you would be sitting on about
$316,000, including dividends.
Even if you don’t own the stock directly,
you might have exposure through the S&P
500, as Nvidia makes up about 6% of the
index. While the stock alone can’t topple
the market, it’s a proxy for the biggest tech
trend in a generation: artificial intelligence. If enthusiasm wanes, the market
would take a haircut.
All that makes it a good time to evaluate Nvidia’s impact on your portfolio,
even if it’s indirect.
“It’s wonderful to have participated in
this ride—it’s fun for everyone,” says
Louise Goudy Willmering, partner at
Crewe Advisors in Scottsdale, Ariz. “But
I think it’s important not to let it become
a disproportionate part of your portfolio.”
There’s no hard rule about how much
of a given stock is too much. If you own
Nvidia directly, it might have grown to
more than 10% of your equity holdings.
Most advisors say that’s too much, and
suggest paring back. You may miss out
on more gains, but consider how you
would feel if the stock declined 20%. Academic research finds that we regret our
investment losses much more than we get
joy from our wins.
If you own the stock in an IRA, you
might not have to worry about capitalgains taxes, which generally aren’t assessed in tax-deferred retirement accounts. Instead, withdrawals are taxed as
ordinary income in retirement.
In a taxable account, you will owe
capital-gains taxes on any profits you
take. Short-term capital gains on sales of
assets held for a year or less are generally taxed like ordinary income at up to
37%. Long-term capital gains on assets
held for more than a year are taxed at up
to 20%. Single filers with incomes over
$200,000 and married couples with
incomes over $250,000 may be subject
to an additional 3.8% net investment
income tax.
One way to lower your tax bill is to
offset capital gains with losses. Shortand long-term losses must first be applied against gains of the same duration,
but leftover losses can be applied to the
other type of gain. If you sell a position
for tax purposes but still like the stock,
you can always buy it back after 30 days
to avoid violating the “wash sale” rule.
Plenty of sectors and stocks haven’t
done as well as Nvidia. Tesla, for one, is
down about 28% over the past year. If
you’ve lost money on Tesla, you could use
those losses against your gains.
If you have exposure to Nvidia
through an S&P 500 fund, consider
swapping some of it for an equalweighted fund like the Invesco S&P
500 Equal Weight exchange-traded
fund, which holds every stock in the index in roughly the same proportion. You
won’t get the megacap lift of stocks like
Nvidia, but the ETF is up a respectable
annualized 9.8% over the past decade.
Nvidia isn’t the only way to capture
the AI theme. Consider companies like
Micron Technology and Corning,
which also benefit. You could also substitute other growth stocks for Nvidia, such
as Costco Wholesale. “Their earnings
are a staircase,” says John Robinson, a
financial planner in Honolulu, referring
to the company’s steady annual gains.
Sure, Nvidia’s stock could regain its
footing and power even higher. But if you
do sell, you probably won’t regret it. “Nobody ever goes broke by taking capital
gains,” Goudy Willmering says. B
To the Editor:
We love to criticize politicians for buying
votes, but the sad truth is the American
voter loves to be bought (“All Eyes Are
on the Debate. Everyone Is Ignoring the
Most Important Issue,” Up & Down Wall
Street, June 21). Even the Greatest Generation, who should have known better,
went all in for Medicare and shifting Social Security from preventing geriatric
poverty to funding their golden years.
Shame on all of us!
Larry Fellman
On Barrons.com
Unheeded Warnings
To the Editor:
Drastic insurance hikes are a sign (“Heat
Is Scorching the U.S. It’s Time to Talk
About the Economic Impact,” June 20).
Property owners should stop and think,
“Wait a minute, maybe it is risky to live
here. Maybe I ought to think about selling this property.”
I have tried to warn my brother, who
owns several coastal properties, about
climate change. He complains about insurance hikes, but he says lots of people
are still moving down to the coastal regions, and he feels safety in numbers.
This is a case where there is not safety
in numbers.
Reginald Smythe
On Barrons.com
Buybacks: Pros and Cons
To the Editor:
I don’t believe in stock buybacks (“5
Cheap Stocks Buying Back Shares at Reasonable Prices,” Income Investing, June
20). They expose weakness in the Csuite. Any CEO who buys back stock is
admitting he doesn’t have the confidence
in himself or his team to grow his company more than the market, and is will-
ing to accept market returns in exchange
for organic growth. If you have excess
cash, increase your dividend.
I’d much rather buy companies whose
C-suite executives are taking out their
checkbooks and making personal, noncompensation-based open-market purchases of shares in the companies they
are running. That’s skin in the game.
Eddie Finocchiaro
Marshfield, Mass.
To the Editor:
Paying close attention to buybacks can
give an investor a solid edge. It has
helped me, and I only regret that I didn’t
do it more over the years. Shareholders
generally benefit more from buybacks
because the 1% excise tax is a lot less than
the income tax on dividends.
Anthony Bavedas
Shelton, Conn.
Beyond Nvidia
To the Editor:
I invite all the doubters about Nvidia to
take a ride to my town and see all the
mega-data centers under construction—
and all the land being cleared for more
(“Nvidia Soars. These 12 Stocks Are Now a
Safer Way to Play AI,” Tech Trader, June
21). All those data centers are going to
need hundreds of thousands of GPUs.
Chris Hodges
Ashburn, Va.
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Letters are subject to editing.
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