YTDName Div Yld PE Last Chg %Chg

YTDName Div Yld PE Last Chg %Chg

AMC Ent ... ... ... 8.05 +.02 +279.7AT&T Inc 2.08 7.0 19 29.62 +.70 +3.0Acasti g ... ... 23 .63 +.07 +93.8AMD ... ... ... 78.52 +.77 -14.4AirProd 6.00 2.3 37 263.82 +7.39 -3.4AmAirlines .40 2.0 ... 20.45 -.79 +29.7Aphria ... ... 52 15.71 -1.00 +127.0Apple Inc s .82 .7 33 121.42 +1.29 -8.5AvisBudg ... ... ... 62.33 +2.27 +67.1BP PLC 2.46 9.2 ... 26.77 +.74 +30.5BkofAm .72 1.9 20 36.93 +.43 +21.8Bionano ... ... ... 7.15 +.25 +132.1Boeing ... ... ... 223.22 -1.49 +4.3CampSp 1.48 3.2 17 46.59 +.79 -3.6Carnival ... ... ... 26.09 -1.31 +20.5CntRsDvA ... ... ... 5.00 -.41 +233.3Chevron 5.16 4.7 20 109.00 +4.50 +29.1Cisco 1.45 3.1 19 46.25 +1.69 +3.4Citigroup 2.04 2.9 14 70.23 +.42 +13.9ClevCliffs .24 1.7 4 14.12 +.46 -3.0ClovrHlth n ... ... ... 7.84 +.55 -50.7DenisnM g ... ... ... 1.00 -.03 +54.6DevonE .44 1.7 ... 25.61 +1.99 +62.0DraftKin ... ... ... 59.52 -2.39 +27.8DuPont 1.20 1.6 ... 74.03 +1.37 +4.1EgyTrnsfr .61 7.5 ... 8.15 +.11 +31.9EnPro 1.04 1.2 10 88.06 +3.89 +16.6ExxonMbl 3.48 5.7 78 60.93 +2.22 +47.8Facebook ... ... 30 264.28 +6.64 -3.3FordM ... ... ... 12.27 +.34 +39.6FrptMcM ... ... 23 35.02 +2.32 +34.6FuelCell ... ... ... 13.05 -1.03 +16.8FultonFncl .52 3.1 12 17.00 +.69 +33.6GameStop 1.52 1.1 ... 137.74 +5.39 +631.1GenElec .04 .3 39 13.60 +.04 +25.9GenMotors ... ... 12 53.75 +1.92 +29.1GeniusBr h ... ... ... 1.77 -.17 +28.3Gevo ... ... ... 6.98 -.04 +64.2Globalstar ... ... ... 1.42 +.01 +318.9HP Inc .78 2.6 13 29.75 +1.68 +21.0Ideanom h ... ... ... 2.85 -.01 +43.2Intel 1.39 2.3 12 60.74 +2.41 +21.9IBM 6.52 5.4 13 122.83 +2.72 -2.4IterumTh h ... ... ... 1.51 +.15 +52.7KimbClk 4.56 3.5 33 131.59 +2.91 -2.4MarathnO .12 .9 ... 12.98 +.62 +94.6

MetenEd n ... ... ... 2.39 +.31 +19.5MicronT ... ... ... 88.93 +4.60 +18.3Microsoft 2.24 1.0 37 231.60 +4.87 +4.1NanoD h ... ... ... 7.61 -.18 -16.4NiSource .88 4.0 ... 21.86 +.36 -4.7NDynMn g ... ... ... .66 +.03 +105.9NorwCruis ... ... 7 28.85 -4.05 +13.4OcciPet .04 .1 ... 31.23 +1.33 +80.4Ocugen ... ... ... 8.74 -.23 +377.6Onconv h ... ... ... 1.02 +.08 +118.9OpendrTc n ... ... ... 21.99 -2.40 -3.3Oracle .96 1.4 72 69.97 +4.36 +8.2PNC 4.60 2.6 16 176.46 +3.88 +18.4Palantir n ... ... ... 23.95 -.78 +1.7Pfizer 1.56 4.5 22 34.39 +.19 -6.6PlugPowr h ... ... ... 39.30 -.72 +15.9PSEG 1.96 3.5 15 56.26 +1.60 -3.5RiotBlck 1.00 ... ... 40.30 -3.99 +137.2RiteAid ... ... ... 19.59 -.01 +23.8RckitCo n ... ... ... 25.10 -1.76 +24.1Rollins s .32 1.0 65 32.94 +1.04 -15.7RoyDShllA 1.09 2.5 66 43.85 +1.42 +24.8SOS Ltd ... ... ... 6.50 -.42 +339.2Schlmbrg .50 1.7 18 29.07 +.49 +33.2SecnSgh ... ... ... 5.79 +4.36 +209.6SiriusXM .06 1.0 27 5.89 +.10 -7.5SnapInc A ... ... ... 57.43 -.28 +14.7SonyCp ... ... 22 104.14 +2.30 +3.0SoJerInd 1.18 4.4 ... 26.68 +1.57 +23.8Square ... ... ... 216.44 -1.97 -.6Sundial h ... ... ... 1.14 -.03 +139.5SupLeagu ... ... ... 5.90 -2.92 +108.5Tesla Inc s ... ... ... 597.95 -23.49 -15.3Tilray ... ... ... 21.63 -1.02 +161.9TorDBk 3.16 ... 14 62.82 +.89 +11.3Transocn ... ... ... 4.26 +.16 +84.4Uber Tch ... ... ... 55.54 +2.47 +8.9USSteel .04 .2 ... 18.15 +.63 +8.2ValeroE 3.92 5.0 ... 79.03 +2.66 +39.7VerizonCm 2.52 4.5 13 56.00 +1.20 -4.7VirgnGal ... ... ... 27.29 -3.01 +15.0W&T Off .40 8.7 12 4.58 +.79 +111.1WalMart 2.20 1.7 74 129.12 +1.59 -10.4WellsFargo .40 1.1 91 37.43 +.27 +24.0XeroxHld 1.00 3.8 ... 26.09 +.52 +12.5Xpeng n ... ... ... 28.03 -1.33 -34.6

Stock Market Indexes

Mutual Funds

Stocks of Local Interest

32,009.64 18,213.65 Dow Industrials 31,496.30 +572.16 +1.85 +2.91 +21.77

13,698.09 6,481.20 Dow Transportation 13,627.98 +408.32 +3.09 +8.96 +52.16

931.30 593.52 Dow Utilities 814.03 +13.86 +1.73 -5.85 -9.72

15,566.47 8,664.94 NYSE Composite 15,251.83 +292.42 +1.95 +5.01 +23.48

14,175.12 6,631.42 Nasdaq Composite 12,920.15 +196.68 +1.55 +.25 +50.66

1,810.82 1,015.63 S&P 100 1,743.71 +29.94 +1.75 +1.35 +30.57

3,950.43 2,191.86 S&P 500 3,841.94 +73.47 +1.95 +2.29 +29.26

2,581.02 1,181.96 S&P MidCap 2,512.92 +59.62 +2.43 +8.94 +39.78

42,290.82 21,955.54 Wilshire 5000 40,564.86 +722.43 +1.81 +2.81 +34.51

2,318.09 966.22 Russell 2000 2,192.21 +45.29 +2.11 +11.01 +51.27

52-Week YTD 12-mo High Low Name Last Chg %Chg %Chg %Chg

Money & Markets

Stock Footnotes: g = Dividends and earnings in Canadian dollars. h = Does not meet continued-listing stan-dards. lf = Late filing with SEC. n = New in past 52 weeks. pf = Preferred. rs = Stock has undergone a reverse stock split of at least 50 percent within the past year. rt = Right to buy security at a specified price. s = Stock has split by at least 20 percent within the last year. un = Units. vj = In bankruptcy or receivership. wd = When distributed. wi = When issued. wt = Warrants. Source: The Associated Press. Sales figures are unofficial.

12moFund NAV Chg %Rtn

ABDiversMunicipal 14.78 +.01 +1.8GlbBdAdv 8.48 ... -0.3HiIncAdv 7.96 -.02 +4.1LgCpGrA m 72.19 +1.16 +31.3LgCpGrAdv 80.05 +1.29 +31.7AMGYacktmanI 22.80 +.31 +35.6AkreFocInstl d 54.30 +1.07 +17.0FocRetail m 52.78 +1.04 +16.7American BeaconSmCpValR5 29.47 +.81 +46.8American CenturyEqIncI 9.21 +.19 +12.0EqIncInv 9.19 +.19 +11.8GrInv 45.78 +.60 +37.2HeritageInv 25.62 +.27 +47.7MidCpValR6 18.55 +.46 +25.0NTDiversBdG 11.14 -.01 +0.5SelInv 98.85 +1.47 +34.0UltraInv 74.24 +1.00 +48.3American Funds2025TgtDtRtrA m 15.53 +.13 +16.72030TgtDtRtrA m 17.01 +.17 +19.82035TgtDtRtrA m 18.14 +.21 +24.4AMCpA m 40.09 +.70 +30.5AmrcnBalA m 30.65 +.40 +14.8AmrcnHiIncA m 10.25 -.02 +10.2AmrcnMutA m 46.29 +.95 +15.7BdfAmrcA m 13.40 -.02 +2.5CptWldGrIncA m 60.87 +.78 +27.1CptlIncBldrA m 64.80 +.72 +10.7CptlWldBdA m 20.75 -.06 +2.9EuroPacGrA m 69.20 +.29 +35.8FdmtlInvsA m 71.37 +1.19 +26.6GlbBalA m 37.75 +.33 +15.5GrfAmrcA m 67.38 +.83 +41.4HiIncMuniBdA m 16.64 +.01 +2.1IncAmrcA m 24.39 +.30 +13.6IntlGrIncA m 39.54 +.29 +22.4IntrmBdfAmrA m 13.83 -.01 +2.6InvCAmrcA m 46.14 +.83 +28.1LtdTrmTEBdA m 16.12 +.01 +1.8NewWldA m 88.99 +.82 +35.9NwPrspctvA m 60.36 +.44 +39.6STBdAmrcA m 10.06 ... +1.0SmCpWldA m 80.84 +.41 +48.6TheNewEcoA m 59.35 +.77 +37.5TxExBdA m 13.51 ... +1.2USGovtSecA m 14.05 +.01 +1.3WAMtInvsA m 52.74 +1.14 +22.2Angel OakMltStratIncIns 10.39 ... -2.4ArtisanIntlInstl 34.08 ... +10.6IntlInv 33.90 ... +10.3IntlValueInstl 42.69 ... +25.3MidCpInstl 53.31 ... +47.1BNY MellonMdCpMltStratM 21.79 +.41 +37.5NtnIntrmMnBdM 14.07 +.02 +1.2BairdAggrgateBdInstl 11.41 -.01 +1.0CorPlusBdInstl 11.78 -.02 +1.7IntermBdInstl 11.49 -.01 +2.0ShrtTrmBdInstl 9.89 ... +2.3BaronAsstInstl 113.36 +1.73 +34.4AsstRetail b 108.25 +1.65 +34.0EmMktsInstl 19.63 +.15 +41.0GrInstl 108.62 +2.02 +37.7GrRetail b 104.27 +1.94 +37.3PtnrsInstl 162.70 -.49 +122.1PtnrsRetail b 157.96 -.47 +121.6SmCpInstl 39.19 +.42 +48.4BlackRockCorBdInstl 9.83 ... +1.3EqDivInstl 21.98 +.36 +25.8EqDivInvA m 21.88 +.35 +25.5GlbAllcIncInstl 21.63 ... +23.9GlbAllcIncInvA m 21.46 ... +23.5HYBdInstl 7.77 -.01 +7.2HYBdK 7.78 -.01 +7.3HthSciOpIns 76.12 +1.39 +19.4HthSciOpInvA m 72.01 +1.32 +19.1LowDurBdInstl 9.77 ... +2.2MidCpGrEqInstl 42.26 +.56 +40.3NtnlMnInstl 11.28 +.01 +1.5NtnlMnInvA m 11.29 +.01 +1.3StrIncOpIns 10.35 ... +6.0StratMuOpIns 11.69 +.01 +1.3TechOppsInstl 63.65 +.28 +75.3TechOppsInvA m 58.43 +.25 +74.8TtlRetInstl 11.91 ... +2.4CalamosMktNetrlIncIns 14.01 +.05 +6.7CarillonScoutMdCpI 24.91 +.44 +46.4CausewayIntlValInstl 17.28 +.01 +30.9ClearBridgeAggresivGrA m 187.76 +4.01 +36.5ApprecA m 29.17 +.58 +24.0DivStratA m 27.20 +.46 +17.6IntlGrI 66.00 -.15 +29.0LgCpGrA m 58.25 +1.10 +32.8LgCpGrI 65.72 +1.24 +33.1SmCpGrIS 52.96 +.71 +57.9Cohen & SteersInstlRltys 44.32 +.58 +0.6PrfrdScInc,IncI 14.19 -.01 +4.8RlEsttSecIncIns 16.59 +.24 +1.2Rltys 62.41 +.82 +0.2ColumbiaAcornIns 16.71 +.15 +39.1BalA m 49.75 +.68 +22.7ContrCoreIns 31.87 +.69 +35.3DiscpCoreA m 13.51 +.29 +27.7DivIncA m 26.79 +.61 +20.0DivIncIns 26.83 +.61 +20.3SlgCmsInfoA m 111.52 +2.40 +63.6StratIncIns 24.71 -.06 +7.7

DFAEMktCorEqI 25.65 +.25 +32.8EMktSCInstl 24.52 +.10 +33.3EmMktsInstl 34.41 +.35 +31.9EmMktsValInstl 30.81 +.31 +26.6FvYrGlbFIIns 10.89 ... +0.6GlbAllc6040Ins 21.07 +.24 +21.6GlbEqInstl 29.10 +.53 +33.2GlbRlEsttSec 10.89 +.08 -4.0InflProtSecIns 13.00 -.01 +4.5IntlCorEqIns 15.16 +.13 +26.6IntlRlEsttScIns 4.56 ... -4.6IntlSmCoInstl 21.05 +.13 +30.6IntlSmCpValIns 20.35 +.17 +26.8IntlSstnbtyCor1 12.33 +.07 +26.1IntlValIII 15.95 +.22 +26.2IntlValInstl 18.59 +.26 +26.0IntlVctrEqIns 13.41 +.13 +29.4ItmGovtFIIns 12.90 -.02 -1.8LgCpIntlInstl 25.68 +.21 +22.7OneYearFIInstl 10.30 ... +0.3RlEsttSecInstl 38.15 +.43 -3.4ShTrmExQtyI 10.98 ... +1.3TAUSCorEq2Instl 24.49 +.55 +36.6TAWexUSCrEqIns 12.56 +.11 +28.5TMdIntlVal 15.85 +.21 +24.7TMdUSEq 42.35 +.81 +33.0TMdUSMktwdVl 35.66 +.84 +30.1TMdUSSmCp 55.17 +1.39 +48.5TMdUSTrgtedVal 42.55 +1.25 +48.0TwYrGlbFIIns 9.95 ... +0.6USCorEq1Instl 31.39 +.68 +35.3USCorEqIIInstl 28.89 +.66 +37.5USLgCo 28.87 +.55 +29.3USLgCpValIII 28.28 +.68 +29.1USLgCpValInstl 41.98 +1.02 +29.0USMicroCpInstl 27.31 +.72 +51.9USSmCpInstl 44.63 +1.16 +50.8USSmCpValInstl 42.74 +1.29 +56.5USSstnbtyCor1 31.24 +.66 +37.5USTrgtedValIns 28.88 +.85 +56.0USVectorEqInstl 23.52 +.60 +41.6DavisNYVentureA m 34.68 +.69 +35.9Delaware InvValInstl 22.91 +.53 +20.3DeutscheCorEqS 31.25 +.66 +26.5Diamond HillLgCpI 32.69 +.71 +30.6Dodge & CoxBal 110.93 +1.66 +26.8GlbStk 14.79 +.28 +35.4Inc 14.34 -.01 +3.9IntlStk 46.81 +.57 +26.2Stk 219.76 +5.10 +39.3DoubleLineCorFII 11.11 ... +0.7LowDurBdI 9.99 ... +1.5TtlRetBdI 10.54 -.01 -0.8TtlRetBdN b 10.53 -.01 -1.0DreyfusApprec,IncInv 39.56 +.77 +30.3BstnCoSmMdCpGrI 37.62 +.14 +62.8InCorpd 14.77 +.26 +32.7InsSP500StkIdxI 69.27 +1.33 +29.1IntlStkI 23.70 +.14 +22.9Eaton VanceAtlntCptSMIDCI 39.55 +.96 +31.1FltngRtInstl 8.80 ... +5.0IncofBostonI 5.55 -.01 +6.6EdgewoodGrInstl 51.35 +.59 +41.8ElfunTrusts 74.22 +1.59 +35.6FPACrescent d 38.98 +.48 +29.2NewInc 10.01 ... +1.4FederatedInsHYBdIns 9.92 -.01 +7.4KaufLCIns 34.03 +.54 +24.7KaufmannR b 6.84 ... +20.5MDTMidCpGrA f 47.39 ... +30.6StratValDivIns 5.30 +.10 +3.1TtlRetBdInstl 11.28 -.02 +3.4UltraShrtBdIns 9.22 -.01 +1.6Fidelity500IdxInsPrm 133.52 +2.56 +29.3AllSectorEq x 11.38 -.32 +39.1AsstMgr20% x 14.37 +.03 +7.2AsstMgr50% 20.98 +.15 +17.5AsstMgr60% 14.99 +.13 +20.5AsstMgr70% 26.47 +.28 +23.7AsstMgr85% 24.04 +.32 +28.6BCGrowth 164.11 +2.14 +65.0BCGrowth 16.94 +.24 +66.8BCGrowthK 164.64 +2.16 +65.1Balanced 28.92 +.39 +28.4BalancedK 28.92 +.38 +28.5Cap&Inc 11.01 +.03 +17.4CmdtyStrat 5.05 +.07 +18.3CnsrvIncMnBdIns 10.06 ... +0.5Contrafund 16.31 +.26 +34.8ContrafundK 16.34 +.26 +34.8CptlApprec 42.86 +.77 +40.5DivGro 32.78 +.67 +25.2DiversIntl 46.92 +.18 +24.0DiversIntlK 46.83 +.18 +24.1EmMkts 47.49 +.30 +44.3EmergMketsOpps 26.10 +.26 +40.3EmergingAsia 71.13 +.56 +78.1EqDividendInc 26.99 +.53 +20.5EqIncome x 65.25 +.26 +23.7ExMktIdxInPr 88.40 +1.37 +52.1Fidelity 62.00 +1.06 +27.8FltngRtHiInc 9.40 -.01 +5.5FocusedStock 30.80 +.47 +34.8FourinOneIdx 56.41 +.69 +25.3Frdm 2010 16.38 +.07 +12.6Frdm 2015 13.63 +.08 +15.7Frdm 2020 17.42 +.12 +18.6Frdm 2025 15.74 +.12 +20.9Frdm 2030 19.74 +.18 +23.8Frdm 2035 17.14 +.20 +29.0Frdm 2040 12.24 +.16 +32.3Frdm 2045 14.01 +.18 +32.3Frdm 2050 14.11 +.18 +32.2

GNMA 11.74 ... +1.9GlbexUSIdxInsPr 14.99 +.11 +24.5GlobalexUSIdx 14.75 +.11 +24.6GrDiscv 52.37 +.85 +47.0GrStrategies 57.43 +.84 +26.5GroCo 32.78 +.44 +67.1GroCo 22.78 +.30 +69.3GroCoK 32.87 +.44 +67.3Growth&Inc 47.73 +.94 +31.8HighIncome 8.63 -.01 +3.3Independence 44.82 +.77 +25.6IntermediateBd 11.17 -.02 +1.8IntlCptlApprec 27.40 +.13 +24.2IntlDiscv 54.01 +.14 +32.3IntlGr 17.43 +.09 +22.6IntlIdxInstlPrm 46.41 +.24 +21.1IntlSmCp 20.16 +.09 +30.7IntlVal 10.65 +.08 +25.4IntrmMuniInc 10.79 +.01 +1.4InvmGradeBd 11.59 -.01 +2.7InvmGradeBd 8.31 -.02 +2.0LargeCapStock 38.64 +.77 +35.5LargeCapValIdx x 14.24 +.30 +23.2LgCpValEnhIdx 15.39 +.32 +26.2LowPrStk 53.07 +.97 +36.0LowPrStkK 53.01 +.97 +36.1Magellan 12.62 +.22 +25.6MidCapStock 41.31 +.97 +33.7MuniInc 13.50 +.01 +0.8NasdCmpIdx 162.32 +2.48 +48.9NewMktsInc 14.42 -.09 -0.9OTCPortfolio 17.80 +.30 +52.2OTCPortfolioK 18.13 +.31 +52.4Overseas 58.98 +.19 +22.3Puritan 26.77 +.35 +25.8PuritanK 26.75 +.35 +25.9RealEstInv x 39.99 +.60 -5.3SCGrth 34.91 +.51 +49.2SmCpDiscv 27.26 +.63 +40.9SmCpOpps 17.59 +.42 +41.8StkSelorAllCp 58.82 +1.09 +36.8StratDivInc 16.59 +.24 +18.7TaxFreeBond 12.06 +.01 +1.0TotalBond 11.01 -.02 +2.7Trend 142.84 +1.94 +43.0TtlMktIdxInsPrm 111.12 +2.05 +33.1USBdIdxInsPrm 12.03 -.01 -0.3Value 13.68 +.35 +47.1Fidelity AdvisorCapitalDevO 18.40 +.36 +35.3GrowthOppsA m 142.65 +1.80 +70.7GrowthOppsI 156.09 +1.98 +71.2GrowthOppsM m 140.83 +1.78 +70.3HealthCareI 69.76 +1.42 +24.4NewInsA m 35.63 +.56 +28.9NewInsI 36.77 +.58 +29.3StgInc 12.70 ... +6.8StgIncI 12.70 ... +6.7TotalBondI 11.00 -.01 +2.7Fidelity SelectBanking 27.80 +.63 +37.3Biotechnology 24.36 +.43 +34.6Gold 25.23 +.35 +5.9HealthCare 31.70 +.64 +27.1ITServices 92.09 +1.40 +30.7MedTech&Devcs 73.09 +1.09 +35.7Retailing 23.15 +.35 +55.1Semicon 16.63 +.48 +59.5Swre&ITSvcs 26.87 +.41 +42.4Technology 26.83 +.40 +62.0First EagleGlbA m 62.70 +.98 +19.9Franklin TempletonCATxFrIncA1 m 7.69 +.01 0.0CnvrtSecAdv 28.83 +.17 +49.6DynaTechA m 134.59 +.38 +48.9DynaTechAdv 139.56 +.39 +49.2DynaTechR6 141.19 +.40 +49.4FdrTFIncA1 m 12.15 +.01 +1.5FndngsAlA m 13.52 +.15 +11.2FrgnA m 7.63 +.12 +21.7GlbBdA m 9.51 ... -6.0GlbBdAdv 9.47 ... -5.7Gr,IncA m 24.30 +.35 +19.3GrA m 133.71 +2.31 +34.3GrAdv 134.17 +2.32 +34.6GrOppsA m 51.03 +.70 +37.9GrR6 134.05 +2.32 +34.7HYTxFrIncA1 m 10.30 ... +2.8IncA1 m 2.38 +.03 +13.9IncAdv 2.36 +.03 +14.2IncC m 2.42 +.03 +13.1MgdIncA m 12.95 +.14 +12.5MutA m 27.14 +.53 +17.4MutGlbDiscvA m 30.45 +.52 +18.3MutGlbDiscvZ 31.17 +.53 +18.7MutZ 27.47 +.54 +17.7NYTxFrIncA1 m 11.20 +.01 +0.1RisingDivsA m 79.70 +1.72 +24.1RisingDivsAdv 79.64 +1.72 +24.4SmMidCpGrA m 45.80 +.42 +53.9StratIncA m 9.41 -.02 +1.7TtlRetA m 9.91 -.01 +0.6UtlsA1 m 18.75 +.33 -9.0WldA m 14.78 +.24 +19.1Frost FundsTtlRetBdInstl 10.30 ... +1.8GERSPUSEq 68.20 +1.43 +33.6GMOEmCtyDbtIV m 25.40 ... +0.2QualIII 26.46 +.52 +29.5Goldman SachsDynMuniIncInstl 16.59 +.01 +1.5SmCpValInstl 64.05 +1.74 +38.2HarborCptlApprecInstl 99.05 +.46 +46.7IntlInstl 45.41 +.31 +27.7Harding LoevnerEmMktsAdv 69.37 +.83 +28.3IntlEqInstl 28.55 +.30 +31.4HartfordBalIncA m 15.62 +.14 +8.8BalIncC m 15.35 +.13 +8.0BalIncI 15.63 +.14 +9.1CapAppHLSIA 52.42 +.96 +30.3CptlApprecA m 43.70 +.88 +31.0

SciAndTechA m 90.43 +2.05 +44.4SciandTechI 103.46 +2.35 +44.7JPMorganCPBondI 8.51 ... +1.5CPBondR6 8.52 ... +1.6CoreBondI 11.95 ... +1.0CoreBondR6 11.97 ... +1.3EmMktsEqI 43.59 ... +38.7EqIncA m 19.98 ... +13.3EqIncI 20.35 ... +13.6GrowthAdvtgA m 29.65 ... +46.1GrowthAdvtgI 30.98 ... +46.5HighYieldR6 7.17 ... +4.3InvCnsrvGrA m 13.36 ... +9.5InvGrIncA m 18.62 ... +20.1InvestorBalA m 16.09 ... +15.1InvestorGrowthA m 22.96 ... +26.1LCapGrA m 56.86 ... +44.3LCapGrI 58.02 ... +44.7MCapValI 39.42 ... +17.5MCapValL 39.99 ... +17.7ScapEqI 71.63 ... +29.9ShDurBdR6 11.17 ... +3.1USRsrchEnhEqR6 32.08 ... +24.3Janus HendersonBalancedT 40.38 ... +12.7EnterpriseT 155.89 ... +25.3ResearchT 62.01 ... +27.2VentureT 100.13 ... +39.7JensenQualGrI 54.57 +1.14 +25.1John HancockBdI 16.29 -.02 +2.1BdR6 16.31 -.03 +2.2

DivandGrA m 29.41 +.64 +25.9DivandGrHLSIA 23.74 +.52 +26.4GrOppsA m 54.42 +.78 +61.0MidCpA m 35.11 +.68 +38.9MidCpI 36.74 +.72 +39.3INVESCOChtrA m 18.31 +.38 +24.7ComStkA m 27.64 +.66 +32.1CptlAprcA m 72.77 +1.24 +41.9DevMktsA m 56.26 +.51 +31.2DevMktsY 55.41 +.50 +31.5DiscvMCGrA m 30.02 +.24 +40.7DivIncA m 23.86 +.49 +11.9DiversDivA m 20.82 +.42 +14.0EqandIncA m 11.72 +.18 +26.8GlbA m 115.70 +1.36 +38.8GlbOppsA m 78.02 -.05 +55.1GoldSpecMnralA m 24.61 +.32 +20.2GrandIncA m 25.63 +.57 +31.1HYMuniA m 10.21 +.01 +0.5IntlGrY 46.39 -.09 +29.9IntlSmMidCoY 52.18 -.02 +33.0MnStrA m 55.30 +1.14 +25.4MuncplOppsA m 8.00 ... +2.3ORNYMuncplA m 17.13 +.02 +1.5SummitP b 29.77 +.54 +50.4IvyCorEqA m 17.60 +.34 +33.5LgCpGrA m 28.43 +.55 +30.5MidCpGrI 40.27 +.59 +52.7

DiscpValI 22.94 +.62 +28.3DiscpValMCI 25.79 +.68 +31.8DiscpValMCR6 25.78 +.68 +31.9DiscpValR6 22.98 +.61 +28.4IntlGrI 37.50 +.22 +30.7MltMgLsAgr1 b 16.86 +.25 +35.3MltMgLsBlA b 15.68 +.14 +22.2MltmgrLsGr1 b 16.42 +.20 +29.1LaudusUSLgCpGr 27.95 ... +27.3LazardEMEqInstl 18.90 +.18 +18.8GlbLtdInfrsIns 14.50 +.15 -2.6IntlEqInstl 20.05 +.18 +18.4IntlStratEqIns 16.96 +.14 +21.4Loomis SaylesBdInstl 13.26 +.01 +1.5GrY 23.14 +.43 +34.6InvmGradeBdY 11.43 -.02 +5.7Lord AbbettAffiliatedA m 16.01 +.34 +16.7BdDebA m 8.42 ... +7.0BdDebF b 8.40 -.01 +7.0NtnlTxFrIncA m 11.92 +.01 +0.8ShrtDurIncA m 4.21 ... +2.1ShrtDurIncC m 4.24 ... +1.4ShrtDurIncF b 4.21 ... +2.2ShrtDurIncI 4.21 ... +2.3MFSGrA m 146.92 +2.33 +28.8

InsightA m 81.21 -.46 +101.8InsightI 92.40 -.53 +102.3Neuberger BermanGenesisInstl 73.79 +1.58 +41.5GenesisR6 73.72 +1.58 +41.6GenesisTrust 73.78 +1.58 +41.1LgShInstl 16.26 ... +10.9NicholasNicholas 77.88 +1.50 +25.5NorthernBdIdx 10.83 ... -0.4HYFI d 6.76 -.02 +7.8IntermTxEx 10.83 +.01 +1.0IntlEqIdx d 13.69 +.08 +21.1SmCpVal 23.13 +.69 +26.1StkIdx 43.06 +.82 +29.2NuveenAlAmrMuniBdA m 12.06 +.01 +1.4HYMuniBdA m 17.79 +.02 +0.1HYMuniBdI 17.79 +.02 +0.3IntermDrMnBdI 9.59 ... +1.1LtdTrmMnBdI 11.28 +.01 +1.2OakmarkEqAndIncInv 33.37 +.60 +28.5IntlInv 28.37 +.15 +38.9Inv 102.59 +2.29 +46.8Old WestburyGlbSmMdCpStrat 18.54 +.20 +34.4LgCpStrats 17.45 +.22 +25.2

IntlGrAdmrl 157.82 +.33 +62.7IntlGrInv 49.61 +.11 +62.6IntlValInv 42.21 +.30 +27.7LTInGrdAdm 10.68 -.05 -4.3LTInGrdInv 10.68 -.05 -4.4LTTEAdmrl 12.08 +.01 +1.9LTTrsAdmrl 12.43 +.01 -10.1LfStrCnsrGrInv 22.45 ... +9.9LfStrGrInv 40.55 ... +19.8LfStrIncInv 16.98 ... +4.8LfStrModGrInv 31.62 ... +14.8LgCpIdxAdmrl 90.73 +1.65 +31.1LtdTrmTEAdmrl 11.23 +.01 +1.9MCpGrIdxAdm 89.74 +1.17 +37.4MCpVlIdxAdm 67.94 +1.56 +26.5MdCpGrInv 33.14 +.42 +38.7MdCpIdxAdmrl 266.70 +4.81 +32.5MdCpIdxIns 58.92 +1.07 +32.6MdCpIdxInsPlus 290.57 +5.24 +32.6NYLTmTEAdm 12.06 +.01 +1.4PALTmTEAdm 12.04 +.01 +1.8PacStkIdxAdmrl 100.57 +1.13 +32.3PrmCpAdmrl 164.14 +2.89 +36.9PrmCpCorInv 31.35 +.57 +35.3PrmCpInv 158.38 +2.78 +36.8RlEstIdxAdmrl 123.16 +1.41 -1.8RlEstIdxInstl 19.06 +.22 -1.8Rsl1000GrIdxIns 464.81 +6.95 +38.1SCpGrIdxAdm 94.81 +1.12 +46.2SCpGrIdxI 75.93 +.90 +46.2SCpValIdxAdm 69.77 +1.81 +39.6SCpValIdxI 39.00 +1.01 +39.6STBdIdxAdmrl 10.79 -.01 +1.4STBdIdxIns 10.79 -.01 +1.4STBdIdxInsPlus 10.79 -.01 +1.4STCpBdIdxAdm 22.45 -.03 +2.2STFederalAdmrl 10.99 -.01 +2.2STInfPrScIdAdmr 25.81 ... +4.4STInfPrScIdIns 25.83 ... +4.4STInfPrScIdxInv 25.77 ... +4.3STInvmGrdAdmrl 10.96 ... +2.6STInvmGrdIns 10.96 ... +2.7STInvmGrdInv 10.96 ... +2.5STTEAdmrl 15.94 +.01 +1.3STTrsAdmrl 10.74 ... +1.5SeledValInv 29.15 +.78 +38.9SmCpIdxAdmrl 100.71 +2.00 +43.6SmCpIdxIns 100.71 +2.00 +43.6SmCpIdxInsPlus 290.68 +5.77 +43.6StarInv 31.22 ... +23.1StrEqInv 39.92 +.89 +37.3TMCapApAdm 202.64 +3.76 +31.8TMSmCpAdm 86.62 +2.01 +49.5TrgtRtr2015Inv 15.63 ... +9.0TrgtRtr2020Inv 34.20 ... +12.4TrgtRtr2025Inv 21.52 ... +14.6TrgtRtr2030Inv 40.63 ... +16.5TrgtRtr2035Inv 25.35 ... +18.3TrgtRtr2040Inv 44.65 ... +20.2TrgtRtr2045Inv 28.52 ... +22.2TrgtRtr2050Inv 45.99 ... +22.4TrgtRtr2055Inv 49.93 ... +22.3TrgtRtr2060Inv 44.11 ... +22.3TrgtRtrIncInv 14.82 ... +8.2TtBMIdxAdmrl 11.23 -.01 -0.4TtBMIdxIns 11.23 -.01 -0.4TtBMIdxInsPlus 11.23 -.01 -0.4TtInBIdxAdmrl 22.85 +.02 -0.8TtInBIdxIns 34.29 +.03 -0.8TtInBIdxInv 11.43 +.01 -0.8TtInSIdxAdmrl 33.43 +.26 +25.7TtInSIdxIns 133.68 +1.02 +25.7TtInSIdxInsPlus 133.71 +1.02 +25.7TtInSIdxInv 19.98 +.15 +25.6TtlSMIdxAdmrl 97.71 +1.80 +33.2TtlSMIdxIns 97.73 +1.80 +33.2TtlSMIdxInv 97.67 +1.80 +33.0TtlWldStkIdxIns 194.62 +2.69 +29.7TxMgBalAdmrl 38.41 +.37 +16.0USGrAdmrl 165.01 +1.31 +53.1USGrInv 63.70 +.50 +52.9ValIdxAdmrl 49.90 +1.11 +22.2ValIdxIns 49.89 +1.10 +22.2WlngtnAdmrl 77.45 +.90 +15.5WlngtnInv 44.85 +.52 +15.4WlslyIncAdmrl 68.45 +.45 +7.5WlslyIncInv 28.26 +.19 +7.5WndsrAdmrl 78.40 +1.79 +34.7WndsrIIAdmrl 74.51 +1.69 +36.1WndsrIIInv 41.99 +.95 +36.0WndsrInv 23.25 +.53 +34.6

VictorySycEsVlI 44.98 ... +29.0SycmrSmCoOppI 52.54 ... +30.7

VirtusVontobelEMOppI 13.95 +.03 +29.6

VoyaIntermBdI 10.31 -.02 +0.7

WCMFocIntGrIns 24.21 +.21 +34.5

Wells FargoCorBdInst 13.05 -.02 +1.1SpMCpValIns 46.76 +1.37 +24.5

Western AssetCorBdI 13.13 ... +2.0CorBdIS 13.15 ... +2.1CorPlusBdI 12.02 ... +1.7CorPlusBdIS 12.01 ... +1.7Mgd Mns A m 16.52 +.01 +1.1

William BlairSmMidCpGrI 35.76 +.58 +38.9

iSharesS&P500IdxK 455.65 +8.73 +29.3

Footnotes: b = Fee covering market costs is paid from fund assets. d = Deferred sales charge, or redemption fee. f = front load (sales charges). m = Multiple fees are charged. NA = not available. p = previous dayʼs net asset value. s = fund split shares during the week. x = fund paid a distribution during the week. Data based on NAVs reported to Morningstar by 6 p.m. Eastern. Source: Morningstar and The Associated Press

GrAllcA m 24.29 +.27 +20.7GrI 157.94 +2.51 +29.1InstlIntlEq 30.55 +.20 +19.4IntlDvrsfctnA m 23.73 +.16 +24.7IntlValA m 49.40 +.29 +21.0MAInvsGrStkA m 37.85 +.73 +30.8MAInvsTrustA m 36.84 +.66 +26.5MidCpGrI 28.35 +.34 +29.5ModAllcA m 20.36 +.18 +16.4MuniIncA m 9.08 +.01 +0.5RsrchI 53.61 +1.09 +25.5TtlRetA m 20.99 +.28 +17.4TtlRetBdA m 11.26 -.02 +1.4ValA m 47.04 +1.04 +19.0ValI 47.33 +1.05 +19.3MainStayMKTxFrBdA m 10.58 ... +2.0MacKHYCorpBdA m 5.63 ... +6.4Mairs & PowerGrInv 141.29 +2.85 +31.6MassMutualSelectMdCpGrI 27.84 ... +29.2MatthewsPacTigerInv 36.49 +.26 +42.9Metropolitan WestTtlRetBdI 10.88 -.01 +1.7TtlRetBdM b 10.88 -.01 +1.5TtlRetBdPlan 10.20 -.01 +1.8UnconsBdI 11.96 -.02 +3.4Morgan StanleyInsDiscyA m 32.97 -.26 +125.3InsInGrA m 83.69 -.40 +96.6InsInGrI 89.78 -.43 +97.1

MnBd 12.43 +.01 +0.8OsterweisStrInc 11.41 -.02 +9.8PGIM InvestmentsGovrnIncA m 9.78 -.01 -1.3HighYieldZ 5.53 -.01 +7.6JenUtlA m 15.04 +.18 -6.1JennisonGrZ 62.06 +.30 +48.5TtlRetBdA m 14.52 ... -0.7TtlRetBdZ 14.47 ... -0.4PIMCOAlAstInstl 12.99 ... +17.3DiversIncInstl 11.08 -.02 +1.8DynamicBdI 10.86 -.01 +6.5HYInstl 8.99 -.01 +5.7IBdUSDHI 10.93 ... +2.6IBdUSDHI-2 10.93 ... +2.5IncA m 12.00 ... +4.3IncC m 12.00 ... +3.5IncI2 12.00 ... +4.6IncInstl 12.00 ... +4.7InvtGrdCdtBdI 10.80 -.02 -0.8InvtGrdCdtBdI-2 10.80 -.02 -0.9L/TCreditBdI 12.43 ... -2.1LngDrTtlRetIns 10.10 ... -1.5LowDrInstl 9.94 ... +1.6LowDurIncI2 8.68 -.01 +5.4MortgOpps&BdI 10.98 -.02 +4.7RlRetInstl 12.06 ... +5.9ShrtAsstInvmIns 10.00 ... +0.7ShrtTrmI2 9.83 -.01 +1.7ShrtTrmIns 9.83 -.01 +1.8TtlRetA m 10.28 -.01 +0.7TtlRetI2 10.28 -.01 +0.9

TtlRetIns 10.28 -.01 +1.0PRIMECAP OdysseyAgrsGr 56.17 +.67 +46.6Gr 46.00 +.72 +41.0Stk 38.11 +.63 +35.8ParnassusCorEqInv 54.98 +1.22 +31.0Pear TreePlrsFgnVlInstl 23.91 -.14 +28.6PerformanceStrBd 22.84 ... +0.5PioneerA m 35.99 +.75 +37.3BdY 9.91 -.01 +3.7StrIncY 11.24 -.01 +5.2PrincipalDiversIntlA m 15.32 +.12 +26.7HYIIns 9.35 -.01 +6.3LCpSP500IdxIs 22.11 +.43 +29.0LfTm2030Ins 15.89 +.16 +20.9LfTm2040Ins 17.27 +.21 +25.2LgCpGrIIns 20.14 +.30 +36.0MdCpA m 35.32 +.63 +22.2PrefSecIns 10.36 -.01 +4.1SmCpA m 27.19 +.63 +47.5PutnamEqIncA m 28.52 +.60 +25.8EqIncY 28.54 +.61 +26.2GrOppsA m 51.12 +.71 +35.3

GrStk 97.90 +1.46 +41.6GrStkAdv b 95.26 +1.43 +41.2HY 6.61 -.01 +6.6HlthSci 96.43 +1.61 +30.3InsFltngRt 9.76 ... +5.3InsLgCpCorGr 64.63 +.93 +36.7InsMdCpEqGr 72.68 +1.33 +34.7InsSmCpStk 32.69 +.71 +44.8IntlDiscv 92.36 +.21 +48.4IntlStk 21.55 +.10 +26.2LrgCpGrI 62.44 +.88 +45.7LrgCpVaI 26.02 +.52 +29.5MdCpGr 113.33 +2.07 +34.6MdCpVal 33.14 +.68 +37.4NewAsia 26.61 +.26 +41.2NewHorizons 78.98 +.51 +45.8NewInc 9.68 -.01 -0.3OverseasStk 12.54 +.09 +26.2PersonalStrGr 42.06 +.48 +26.9QMUSSmCpGrEq 48.71 +1.01 +37.4Rtr2010 18.58 +.12 +14.9Rtr2015 15.19 +.10 +16.6Rtr2020 23.18 +.18 +18.7Rtr2025 19.81 +.18 +21.7Rtr2030 29.24 +.32 +24.5Rtr2035 21.94 +.27 +27.2Rtr2040 31.58 +.43 +29.7Rtr2045 21.86 +.31 +31.2Rtr2050 18.51 +.27 +31.4Rtr2055 18.96 +.27 +31.2SciandTech 57.95 +.86 +59.3ShrtTrmBd 4.85 ... +2.8SmCpStk 68.16 +1.46 +44.7SmCpVal 58.75 +1.29 +41.7SpectrumGr 25.25 +.41 +32.4SpectrumInc 12.94 +.02 +6.2SummitMnIntrInv 12.31 +.01 +1.8TFHY 12.34 +.01 +1.2Val 44.55 +.93 +32.9TCWEMIncIns 8.08 -.07 -0.6TtlRetBdI 10.14 ... +0.5TIAA-CREFBdIdxIns 11.21 -.02 -0.4EqIdxIns 28.64 +.53 +32.9HYIns 9.52 -.01 +4.3IntlEqIdxIns 21.56 +.13 +21.0IntlEqIns 13.44 +.10 +35.3Lfcycl2040I 11.70 +.14 +26.1LfcyclId2025I 21.32 +.18 +17.5LfcyclId2035I 24.30 +.26 +22.1LfcyclId2040I 25.49 +.31 +24.6LfcyclId2045I 26.08 +.35 +27.1LgCpGrIdxIns 48.10 +.72 +38.1LgCpValIdxIns 22.00 +.48 +23.1SP500IdxI 42.28 +.81 +29.3SclChEqI 25.48 +.50 +32.2SmCpBlndIdxI 27.06 +.56 +50.4ThornburgInvmIncBldrA m 22.59 +.25 +13.1LtdTrmIncI 13.86 -.02 +3.9LtdTrmMnI 14.59 +.01 +1.4TouchstoneMidCpY 45.81 +.96 +24.3Tweedy, BrowneGlbVal 28.96 +.22 +15.1USAACrnrstnMdlyAgrs 27.69 ... +12.2Inc 13.57 ... +2.0NASDAQ100Idx 34.41 ... +39.9SP500IdxMbr 51.38 ... +24.0SP500IdxRwd 51.42 ... +24.2TEIntermTrm 13.81 ... +1.6VALIC Co IMidCpIdx 29.83 +.71 +39.1StkIdx 51.36 +.99 +28.9Vanguard500IdxAdmrl 355.50 +6.81 +29.3500IdxInv 355.46 +6.81 +29.1BalIdxAdmrl 44.63 +.48 +19.3BalIdxIns 44.64 +.48 +19.3CAITTxExAdm 12.22 +.02 +1.4CALtrmTEAdm 12.64 +.01 +1.3CptlOppAdmrl 186.68 +2.47 +40.1DevMIdxAdmrl 15.57 +.11 +24.1DevMIdxIns 15.59 +.10 +24.1DivGrInv 33.10 +.67 +17.6EMStkIdxInAdm 43.77 +.41 +30.7EMStkIdxInPl 110.72 +1.03 +30.8EMStkIdxIns 33.28 +.31 +30.7EngyAdmrl 65.57 +1.39 -4.3EqIncAdmrl 83.91 +1.80 +19.3EqIncInv 40.03 +.85 +19.2EuStkIdxAd 77.09 +.20 +19.1ExplorerAdmrl 125.12 +2.25 +50.1ExplorerInv 134.49 +2.42 +49.9ExtMktIdxAdmrl 132.14 +2.03 +52.2ExtMktIdxIns 132.13 +2.03 +52.2ExtMktIdxInsPls 326.09 +5.01 +52.2FAWexUSIAdmr 37.43 +.29 +25.5FAWexUSIInPl 125.68 +.98 +25.6FAWexUSIIns 118.67 +.91 +25.6FSocialIdxIns 26.75 +.48 +31.4GNMAAdmrl 10.69 ... +1.7GNMAInv 10.69 ... +1.6GlbEqInv 39.18 +.50 +36.5GrIdxAdmrl 127.89 +1.88 +39.3GrIdxIns 127.90 +1.89 +39.3GrandIncAdmrl 96.38 +1.96 +29.8GrandIncInv 59.04 +1.20 +29.6HCAdmrl 89.03 +1.55 +13.4HCInv 211.14 +3.68 +13.4HYCorpAdmrl 5.93 -.01 +5.3HYCorpInv 5.93 -.01 +5.2HYTEAdmrl 11.89 +.01 +2.0ITIdxAdmrl 178.51 +3.00 +46.3InTrBdIdxAdmrl 12.12 -.04 0.0InTrBdIdxIns 12.12 -.04 0.0InTrInGdAdm 10.13 -.03 +2.6InTrTEAdmrl 14.72 +.01 +1.9InTrTEInv 14.72 +.01 +1.8InTrTrsAdmrl 11.44 -.01 +0.4InTrTrsIdxAd 22.86 -.02 -0.4InflPrtScAdmrl 27.86 +.01 +4.3InflPrtScIns 11.35 +.01 +4.4InflPrtScInv 14.19 +.01 +4.2InsIdxIns 340.01 +6.52 +29.3InsIdxInsPlus 340.03 +6.52 +29.3InsTrgRt2020Ins 26.18 ... +12.4InsTtlSMIInPls 76.29 +1.41 +33.2IntlExplorerInv 20.54 +.04 +32.1

26,000

27,000

28,000

29,000

30,000

31,000

32,000

S MO N D J F

30,520

31,280

32,040Dow Jones industrialsClose: 31,496.30Change: 572.16 (1.9%)

10 DAYS

3,200

3,400

3,600

3,800

4,000

S MO N D J F

3,720

3,840

3,960S&P 500Close: 3,841.94Change: 73.47 (2.0%)

10 DAYS

Interestrates

The yield on the 10-year Treasury stayed at 1.55% Friday. Yields affect rates on mortgages and other consumer loans.

Net 1YrTreasuries Last Pvs Chg Wk Mo Qtr Ago

3.253.254.25

.13

.131.13

PrimeRate

FedFunds

3-month T-bill .04 0.04 ... r s t .626-month T-bill .07 0.07 ... s s t .5152-wk T-bill .08 0.08 ... r s t .472-year T-note .14 0.14 ... r s t .625-year T-note .79 0.77 +0.02 s s s .677-year T-note 1.23 1.21 +0.02 s s s .8110-year T-note 1.55 1.55 ... s s s .9230-year T-bond 2.29 2.31 -0.02 s s s 1.57

Nat'l Wk 6Mo 1YrConsumer Rates Avg Ago Ago Ago

48 month new car loan 4.03 r 4.03 4.02 4.17Money market account 0.10 s 0.08 0.10 0.231 year CD 0.35 s 0.34 0.36 0.45$30K Home equity loan 4.77 s 4.75 4.75 5.2730 year fixed mortgage 3.23 t 3.25 2.85 3.0615 year fixed mortgage 2.51 t 2.53 2.35 2.53

Last6 Mo Ago1 Yr Ago

USD per British Pound 1.3840 -.0050 -.36% 1.2945Canadian Dollar 1.2665 +.0006 +.05% 1.3427USD per Euro 1.1912 -.0054 -.45% 1.1200Japanese Yen 108.34 +.43 +.40% 106.39Mexican Peso 21.2773 +.1685 +.79% 19.8900

1YrMajors Last Chg %Chg Ago

Israeli Shekel 3.3333 +.0240 +.72% 3.4737Norwegian Krone 8.5366 -.0375 -.44% 9.3011South African Rand 15.3379 +.0577 +.38% 15.6394Swedish Krona 8.5357 +.0421 +.49% 9.4636Swiss Franc .9309 +.0016 +.17% .9486

Europe/Africa/Middle East

Australian Dollar 1.3007 +.0068 +.52% 1.5171Chinese Yuan 6.4968 +.0268 +.41% 6.9367Hong Kong Dollar 7.7626 +.0024 +.03% 7.7744Indian Rupee 73.174 -.000 -.00% 73.825Singapore Dollar 1.3415 +.0048 +.36% 1.3861South Korean Won 1128.03 -1.91 -.17% 1191.59Taiwan Dollar 27.95 +.07 +.25% 29.96

Asia/Pacific

ForeignExchange

The U.S. dollar strengthened versus the euro, the British pound and the Japanese yen. The greenback also rose against the Mexican peso.

Looking fitWall Street expects another standout quarterly report card from Dick’s Sporting Goods.

The retailer has recovered strongly over the past year after reporting a loss for the quarter ended in April. Solid demand for apparel and equipment for home exercising and outdoor fitness amid the pandemic lockdowns have helped drive the company’s earnings and revenue sharply higher since then. Analysts predict more of the same Tuesday, when the retailer serves up its fiscal fourth-quarter results.

Inflation bellwetherEconomists project that prices at the consumer level increased modestly last month.

The Labor Department’s consum-er price index, due Wednesday, is expected to show annual inflation picked up in February to 1.8% from 1.4% in January, driven by higher energy prices. Inflation has been a no-show over the past decade, with annual price gains remaining well below the Federal Reserve’s 2% target, allowing the Fed to keep interest rates at record lows.

Wee

k Ah

ead

Job market monitorThe Labor Department issues its latest monthly snapshot of U.S. job openings Thursday.

Economists predict the number of available jobs edged lower in January to around 6.6 million from 6.65 million in December. The number of monthly job postings nationally has yet to return to the pre-pandemic level of at least 7 million, which had been the trend since early 2018. Many areas of the economy, especially restaurants and travel-related industries, continue to struggle due to the pandemic. Source: FactSet

0

2

4

6

8

JDNOSA

est.6.606.35 6.49 6.63 6.57 6.65

JOLTS job openingsin millions

Consumer price index annual change, not seasonally adjusted

Source: FactSet

0.0

0.5

1.0

1.5

2.0%

FJDNOS

est.1.8

1.41.2 1.2

’20 ’21’20 ’21

1.4 1.4

Interestrates

The tax filing season is off to a strong start.The IRS began accepting and processing

individual returns on Feb. 12. The pandemic pushed the start date a bit later than usual, but taxpayers were eager to act.

About 34.7 million tax returns came in during the first week of filing. That compares to about 15.8 million received in the first week last year.

While it’s difficult to compare this tax filing season to last, given the late start, it looks like taxpayers were eager to file. There are several possible reasons for the initial rush.

Financial woes from the pandemic may have

left taxpayers eager for their refunds. Refunds are a lifeline for many households. In general, lower income households and those due a refund tend to file earlier in the season than higher-income households, who might owe money or have more complex tax situations.

Also, people who did not receive their federal relief checks or got less than they were due could get that resolved by filing. There may also be some taxpayers who are eager to get their paperwork filed in case Congress passes further relief; the payments are doled out based on the information from your most recent tax return.

Tax season’s big start

Sarah Skidmore Sell; J. Paschke • APSource : IRS *began Feb. 12, 2021 ^began Jan. 31, 2020

Eager to file: Despite a late

start, more people have filed their tax returns in the

first week of the current

season.

0 30Current season*

0 30 60 90 120Last season^

Returns filed, in millions

Week 1 Week 2 Week 3 Week 4

0 30Current season

0 30 60 90Last season

Refunds issued, in millions

IncY 7.21 -.01 +0.7SustLeadersA m 113.65 +1.77 +35.1RussellInvTxMgdUSLgCpS 56.48 ... +20.8SEICoreFxdIncF 11.43 -.01 +1.4IntlEqF 12.98 -.01 +26.8TxMgdLCpF 31.64 +.69 +26.8SchwabFdmtlUSLgCIdx 19.75 ... +26.7IntlIdx 22.24 ... +17.7SP500Idx 57.77 ... +22.5Schwab1000Idx 83.86 ... +24.6SmCpIdx 37.13 ... +42.2TtlStkMktIdx 67.30 ... +26.2SequoiaSequoia 181.61 +2.99 +41.0State FarmGr 105.25 +2.17 +31.0T. Rowe PriceAll-Cap Opps 70.47 +1.03 +51.3BCGr 163.90 +2.35 +36.5BCGrAdv b 160.35 +2.30 +36.2Bal 27.72 +.27 +20.7Comm&TeInv 179.40 +1.87 +47.7CptlAprc 34.76 +.47 +22.6CptlOpp 37.52 +.72 +30.4DivGr 60.70 +1.08 +22.0EMStk 56.49 +.54 +30.1EqIdx500 101.69 +1.95 +29.1EqInc 34.45 +.70 +27.2GlbStk 67.85 +.21 +61.9GlbTech 27.37 +.04 +71.6

Closing figures for Friday, March 5, 2021