6.16.19 SB_C by stltoday.com

J O I N U S O N L I N E S T L T O D A Y. C O M / B U S I N E S S

SUNDAY • 06.16.2019 • C

CRAFTING A BETTER PLAN

Critic of merger offers alternatives

DAVID NICKLAUS St. Louis Post-Dispatch

David Rusk spent as much time as anybody picking apart the now-abandoned Better Together plan. He’s written 11 white papers, published by Construction Fo-

rum STL, in which he criticizes everything from the plan’s ﬁnancial assumptions to its penchant for centralizing things that don’t need to be centralized. When Rusk came to town Wednesday, though, he also wanted to talk about three things Better Together got right. One is that many municipalities in St. Louis County are too small to fund their infrastructure needs. Another is that fragmented government is closely connected to racial and economic segregation. The third is that fragmentation can hold back economic growth. Rusk, who was part of a Con-

struction Forum speaker series, is worth listening to on these issues. He’s been mayor of Albuquerque, N.M., and a scholar at various think tanks, and his book “Cities Without Suburbs” has inﬂuenced a generation of urban planners. Though he wasn’t a fan of the Better Together plan, Rusk doesn’t believe doing nothing is an option for St. Louis. He also thinks any future reforms should be sold on the basis of making government better, not cheaper. “It’s tempting, but you must not sell any kind of a merger on the basis of saving money,” he said. “What you can sell is a bet-

ter, more professional standard of service. You need to ﬁnd a way to establish structures … that can facilitate cooperation, and then let people reap the beneﬁts.” Rusk endorses having the city re-enter St. Louis County, which could be accomplished through a board of freeholders. The St. Louis County Municipal League is already gathering signatures to start such a process. That change alone, however, would do little to address the inequities that are one of the region’s most pressing problems. Rusk would like to see the Missouri Legislature expand St. Louis

BUSINESSES SPROUT IN ‘GREENCUBATOR’ Building on riverfront houses food-based companies

County’s sales-tax pool, ending the system where some cities keep revenue from sales inside their borders. He’d also like to see some property-tax sharing, as is done in the Minneapolis-St. Paul area. He suggests that St. Louis County, which has a triple-A credit rating, could guarantee municipalities’ bonds. This would allow the cities, most of which can’t access credit markets on their own, to borrow money for capital improvements. In addition, Rusk would create what he calls “communities Please see NICK, Page C3

Investors’ tariff fear stalls U.S. retailers

China’s slow growth harms luxury market BY AISHWARYA VENUGOPAL AND NIVEDITA BALU

Reuters

CHRISTINE TANNOUS PHOTOS, CTANNOUS@POST-DISPATCH.COM

Good Life Growing is beta testing different kinds of gutter systems at the Greencubator, on Lumiere Place Blvd. north of downtown. BY ANNIKA MERRILEES

St. Louis Post-Dispatch

Three small businesses are sprouting up near St. Louis’ riverfront, in a building dubbed the “greencubator.” In 2009, a factory north of downtown that printed labels and tags for food packaging relocated to Collinsville, leaving the space abandoned. The building was nearly sold to make way for a proposed new football stadium development, but when the NFL left St. Louis, Sev-Rend CEO Robert Williams Jr. was left without a plan for the property. At the end of 2016, the nonproﬁt Justine Petersen accepted

the building as a donation from Williams, and went about ﬁguring out the best use of the space. Eventually an idea took hold: convert the building into a place for urban agriculture and foodbased businesses. After all of the attempts to develop the riverfront, said Galen Gondolfi, chief communications officer for Justine Petersen, “could it all of a sudden potentially become, you know, this Cortex on the riverfront? ... And if not a Cortex, at least a hub for startup activity?” The building at 1124 Lumiere Please see INCUBATOR, Page C4

Bobby Forbes, co-founder of Good Life Growing, checks their newly installed gutter system at the Greencubator.

The first half of 2019 was expected to be a boon for U.S. retailers, buoyed by solid consumer sentiment at home and expansion in China — the market many of them have targeted for the future. Instead, new tariffs that President Donald Trump slapped on some Chinese imports last month and fears that more could come in the escalating trade conflict between Washington and Beijing had many investors bailing from the sector. The tensions have hovered as a potential risk for markets for more than two years. But what really unsettled investors in the latest round of earnings calls was retailers admitting that tariffs were starting to bite and how little they had to say on how they could soften the blow. Best Buy Co. Inc. and Walmart warned higher duties would put pressure on prices for U.S. consumers, while Macy’s Inc. and J.C. Penney Company Inc. said their businesses would suffer if tariffs were extended to include apparel and footwear. Kohl’s Corp. said trade tensions were one of the reasons for a cut in its profit outlook and called the situation “fluid.” “We have been watching this tariff story play out,” said Tony Scherrer, director of research and a portfolio manager at Smead Capital Management. “There doesn’t seem to be in the immediate term (any sign) of things getting any better.” Many high-end brands have relied on China to boost sales Please see RETAIL, Page C4

Deﬂated Paris Air Show? Grounding of Boeing plane looms large BY DAVID KOENIG

Associated Press

Uncertainty over a Boeing jet and apprehension about the global economy hover over the aircraft industry as it prepares for next week’s Paris Air Show. That show and its alternatingyears companion, the Farnborough International Airshow near London, are usually upbeat celebrations of the latest and greatest in aviation technology. In recent

boom years, they have become a stage for huge aircraft orders. This year, however, the mood could be different. The Boeing 737 Max has been grounded worldwide for three months after new ﬂight software played a role in two deadly plane crashes. There is no clear date for when it might ﬂy again. There are other troubling signs for the industry. After several years of surging growth, passenger traffic in March grew at the weakest rate in nine years, although April was slightly better. The chief of the International Air Transport

Association, a global airline trade group, blamed a slowing global economy and damage from tariffs and trade ﬁghts. Air cargo shipments — considered a leading economic indicator — fell 4.7% in April, continuing a slump that began in January and could dent demand for air freighters. And airlines have committed to buying so many planes that Boeing now has a backlog of 5,500 orders and Airbus has 7,200 — far higher than usual. Airlines might not have much appetite for more. Please see BOEING, Page C4

MICHEL EULER, AP PHOTO

Boeing planes are on display at the 2017 Paris Air Show. Uncertainty over a Boeing jet and apprehension about the global economy hover over the aircraft industry as it prepares for next week’s Paris Air Show.

BUSINESS

1 M

5,100 SF Retail / Showroom for Lease Adjacent to The Bedroom Store AVAILABLE

4478 S. St Peters Pkwy, St Peters MO 63304 For More Information: Bill Barnes | 314-994-4401 wbarnes@naidesco.com

COMMERCIAL REAL ESTATE SERVICES, WORLDWIDE

Where Can We Help You?

www.naidesco.com

BUSINESS

C2 • ST. LOUIS POST-DISPATCH

M 1 • SUnDAy • 06.16.2019

Nice house or nice school? COSTLY A whopping 58% of parents admit they are paying more for rent or their mortgage to be in a good school district

BY CHRIS TAYLOR

Reuters

For John Bohnsack,it was a classic parental dilemma: Get a small, expensive house in a high-quality school district, or pay less and get more house in a worse neighborhood. The financial planner, 34, and his wife opted for the better school district in College Station, Texas, a university town that is home to Texas A&M. His two girls, 5 and 8, are thriving. “It comes down to your values: Is it worth it?” said Bohnsack, who estimates their monthly payment is about 10% higher than it would be for comparable homes in lowerperforming school districts nearby. Thechoiceisnotaneasyone,butitiscommon across the United States. A whopping 58%ofparentsadmittheyarepayingmorefor rent or their mortgage to be in a good school district,accordingtothelatest“Parents,Kids & Money” survey by Baltimore money managers T. Rowe Price. “People recognize that there is a trade-off involved,” said Stuart Ritter, senior financial planner with T. Rowe Price. “School zone is important, but at the same time, it has to be integrated with other financial goals, too.” Getting into a good school zone affected 42% of families’ finances to a “considerable”degree,the T.Rowe Price survey found, while 20% said it was more like an“extreme” amount. That takes away from other necessities like funding retirement or the kids’college fund. For parents, the trick is to strike the right balance. Some tips: — Research school quality. The rankings site Niche.com puts out a report of best national school districts. Its top performers in 2019: Jericho, N.Y.; Solon, Ohio; and West Lafayette, Ind. At the site GreatSchools.org, parents

can crunch the numbers to discover which schools may be a good ﬁt. Beyond general rankings,you can add your ownscreensforfactorsthatarecriticaltoyou. You may be most concerned with studentteacher ratio, graduation rates or specialneeds services, so drill down into what matters most. Then follow up with in-person work,suggests GreatSchools spokesperson Carrie Goux.Visit on-site,talk to other parents and read reviews, all of which give you valuable insights that numbers may not. — Compare with housing prices. The real estate site HomeUnion went a step further and combined affordable ZIP codes with the best public schools around the country. Its nationwide winners for 2017 were: Blue Springs, Mo.; Tuttle, Okla.; Fenton, Mo.; and Boca Raton, Fla. — all of which offer average single-family housing prices under $200,000. For average home prices in your local ZIP codes, check out sites like Zillow. com or Trulia.com. — Think outside the box. If a particular school district is terriﬁc but it’s just too expensive to live in, then you may need to look at other options. High-performing kids may

testintoschoolsthatareoutsideoftheirhome districts, for instance. You may also make the determination that itischeapertoliveinamoreaffordableneighborhood,butthenlookat charter-schooloptions or pay for a private education. AverageannualK-12private-schooltuition for 2018-19 is $10,671, according to the site PrivateSchoolReview.It’s$9,631forelementary school,and $14,575 for high school.Over 12 years, if the differential in house prices is more than $150,000, it might be worth it. — Keep your head. Realize that if you are paying more to get into a good school district, thatgivesyoulessﬁnancialﬂexibility,andyou will likely have to cut back in other areas. In the T. Rowe Price survey, almost one in 10 parents said more than 50% of their income is going toward rent or mortgage — that is a lot of money. On the plus side,if you do locate in a prime school zone,that will help you when the time comes to sell. According to Zillow’s 2018 ConsumerHousingTrendsReport,ahomein apreferredschooldistrictisveryorextremely important to a whopping 66% of buyers with kids. That is enough to make anyone house proud.

Best of St. Charles 4 years in a row. Bommarito St. Peters

Price tag for aging is a valid concern BY LIZ WESTON

NerdWallet

Many people are frightened of longterm care costs — for good reason. Most people over 65 eventually will need help with daily living tasks, such as bathing, eating or dressing. Men will need assistance for an average of 2.2 years, while women will need it for 3.7 years, according to the U.S. Department of Health and Human Services’ Administration on Aging. Many will rely on unpaid care from spouses or children. However: — More than one-third will spend time in a nursing home, where the median annual cost of a private room is now over $100,000, according to insurer Genworth’s 2018 Cost of Care Survey. — Four out of 10 will opt for paid care at home, and the median annual cost of a home health aide is over $50,000. — Overall, half of people over 65 will incur long-term care costs, and 15% will incur more than $250,000 in costs, according to a study by Vanguard Research and Mercer Health and Beneﬁts.

Medicare won’t help

Retirees are 2019 CadIllaC ESCaladE likely to run $ out of money, 20,000 report says

COURTESY TRANSPORTATION VEHICLE

UP TO

BElOW MSRP

Courtesy Transportation Vehicle #C19002R with 6,110 miles. Includes all rebates and private offers. See dealer for details.

BY BEN STEVERMAN

Bloomberg

One of the toughest problems retirees face is making sure their money lasts as long as they do. From the U.S. to Europe, Australia and Japan, retirement account balances aren’t increasing fast enough to cover rising life expectancy, the World Economic Forum warns in a report published Thursday. The result could be workers outliving their savings by as much as a decade or more. “The size of the gap is such that it requires action” from policymakers, employers and individuals, said report co-author Han Yik, head of institutional investors at the World Economic Forum. Unless more is done, older people will either need to get by on less or postpone retirement, he said. “You either spend less or you make more.” In the U.S., the forum calculates that 65-year-olds have enough savings to cover just 9.7 years of retirement income. That leaves the average American man with a gap of 8.3 years. Women, who live longer, face a 10.9-year gap. The forum assumed retirees would need enough income to cover 70% of their preretirement pay, and didn’t include Social Security or other government welfare payments in the total. The retirement savings gap is about 10 years for men in the U.K., Australia, Canada and the Netherlands, the forum says. Longer-living women in those countries face an extra two to three years of ﬁnancial uncertainty. Most of the world’s retirees are doing well compared with those in Japan, where the retirement savings gap is 15 years for men and almost 20 years for women. While Japanese workers save no less than others, they tend to invest in very safe assets that produce few gains over time, Yik said. As a result, average savings in Japan are only enough to cover 4.5 years of retirement. Meanwhile, life expectancy at birth for Japanese women is 87.1 years — the highest in the world, according to the Organization for Economic Cooperation and Development — and 81 years for men. Across the world, governments and employers have pushed more responsibility for retirement onto individuals, by shifting from traditional pensions to deﬁned contribution plans, mostly known as 401(k) plans in the U.S. “All the risks that governments and employers used to have, we’ve shifted that onto workers,” Yik said. The size of the world’s collective retirement savings gap could exceed $400 trillion by 2050, up from $70 trillion in 2015, according to the report. The U.S.’s savings gap will be the largest at $137 trillion, followed by China at $119 trillion and India at $85 trillion. Among the forum’s recommendations are making sure more workers are covered by retirement plans on the job. Employers should be doing more to improve investment options while pushing workers to save a sufficient amount of their income, according to the report.

CARE

Medicare and private health insurance typically don’t cover these “custodial” expenses, which can quickly wipe out the $126,000 median retirement savings for people age 65 to 74. People who exhaust their savings could wind up on Medicaid, the government health program for the indigent that pays for about half of all nursing home and custodial care. People who live alone, are in poor health or who have a family history of chronic conditions have a greaterthan-average likelihood of needing long-term care. Women face special risks, since we tend to outlive our husbands and thus may not have anyone to provide unpaid care. If our husbands need paid care that wipes out our savings, we could face years or even decades living on nothing but Social Security. Certified financial planner Margarita Cheng persuaded her parents to buy long-term care insurance when her dad was 68 and her mom was 54. Five years later, he was diagnosed with Parkinson’s disease. The policy paid for $225 of the $260 daily cost of his 24-hour care in the final months of his life, she said. “My dad’s disease could have been devastating financially for my mom,” Cheng says. “Her mom lived to be 94, so my mom could easily have 30 more years in retirement.”

Everyone needs a plan

2019 CadIllaC XT5

12,500

UP TO

COURTESY TRANSPORTATION VEHICLE

BElOW MSRP

Courtesy Transportation Vehicle #C19029R with 4,203 miles. Includes all rebates and private offers. See dealer for details.

Bommarito CADILLAC

BommaritoCadillac.com LOCATION 4190 I-70 North Outer Road St. Peters, MO 63376

SALES 636-928-2300 Saturday full service available 7am-3pm by appointment only.

THE BOTTOM LINE Watch as David Nicklaus and Jim Gallagher discuss the issues facing our economy and business community. Catch up on past episodes at stltoday.com/watch

POST-DISPATCH BUSINESS STAFF LISA BROWN

Business editor

314-340-8127

JACOB BARKER

Economic development

314-340-8291

BRYCE GRAY

Energy and environment

314-340-8307

DAVID NICKLAUS

Business columnist

314-340-8213

To e-mail a staff member, use the first initial and last name, followed by @post-dispatch.com

MARKETS • WEEK IN REVIEW Dow Jones

Nasdaq

+105.67

+54.56

26,089.61

SOURCE: Reuters

7,796.66

S&P 500

+13.64

2,886.98

MARKET WATCH: Page C5

Everyone approaching retirement age should consider their potential risks and have a plan to deal with long-term care expenses, financial planners say. “The earlier they start planning, the more choice and control they have,” Cheng says. The options include: — Long-term care insurance. The average annual premium for a 55-year-old couple was $3,050 in 2019, according to the American Association for LongTerm Care Insurance. Premiums are higher for older people, and those with chronic conditions might not qualify. Policies typically cover a portion of long-term care costs for a defined period such as three years. In the past, big premium hikes forced many people to drop their policies after they became unaffordable. Financial advisers say the insurance is now more accurately priced, although people should still plan on premiums that could rise 50% to 100%. — Hybrid long-term care insurance. Life insurance or annuities with longterm care benefits now outsell traditional long-term care insurance by a rate of about 4-to-1. With these products, money that isn’t used for longterm care can be left to heirs. These products typically require you to commit large sums: $100,000 upfront, for example, or paid in installments over 5 to 10 years, although some now have “lifetime pay” options that average about $7,000 a year. — Home equity. People who move permanently into a nursing home may be able to sell their houses to help fund the care. Reverse mortgages may be an option if one member of a couple remains in the home. These loans allow people to tap home equity but must be repaid if the owners die, sell or move out. — Contingency reserve. People with substantial investments could earmark some of those assets for long-term care. The investments can produce income until there’s a need for longterm care, and then be sold to pay for a nursing home or home health aide. — Spending down to Medicaid. People who don’t have much saved, or who face a catastrophic long-term care cost that wipes out their savings, could end up depending on Medicaid. There are ways to protect at least some assets for spouses, but those typically require planning with an elder law attorney’s help. You can get a referral from the National Academy of Elder Law Attorneys.

BUSINESS

06.16.2019 • Sunday • M 1

ST. LOuIS POST-dISPaTCH • C3

Oil glut keeps gas prices low Burning of tankers has had little effect BY THOMAS HEATH

Washington Post

Two decades ago, the industrialized world would have shuddered at the image of oil tankers burning near the Persian Gulf. Oil prices would have spiked by double digits, sending prices at the gas pump soaring. Talk of inﬂation and recession would have been on everyone’s lips. Politicians would be railing about energy independence and the United States being captive to Saudi sheikhs. Consumers would conjure up images of gas lines. The country might descend into a funk. As of Friday morning, with photos of oil tankers burning after they were attacked near the Strait of Hormuz dominating front pages, oil prices were far lower than they were two months ago. Benchmark Brent crude has dropped nearly 20 percent since its April highs in the mid$70s per barrel range. It was $61 per barrel Friday, helping propel shares in major U.S. energy companies downward. Gas prices at the pump have dropped three cents since Monday, continuing a downward trend over the last several weeks, according to AAA. The national average for a gallon of regular unleaded was $2.70 on Friday. “It’s totally weird,” said Bill Selesky of Argus Research. “The attacks are a big deal. People may be brushing them off because they think some type of diplomatic solution would solve the problem.” The United States is in a far different place, energy-wise, than it was just a decade ago. “If this were 2000 or even 2010, those headlines out of the Persian Gulf would be the precursor to a full-blown energy

CONSTRUCTION FORUM STL

David Rusk, former mayor of Albuquerque, N.M., and an expert on regionalism, speaks Wednesday on the Forest Park campus of St. Louis Community College.

Nicklaus From C1

of common interest,” a way for neighboring cities to cooperate on things like business licensing or policing. In his most sweeping and perhaps most controversial recommendation, Rusk says the Bi-State Development Agency and East-West Gateway Council of Governments could be merged into a single entity, with an elected board and authority over areawide land-use planning. The model would be the Metro agency in Portland, Ore., the nation’s only directly elected regional government. All of his ideas face serious political hurdles. A metro-wide agency would require approval by the Missouri and Illinois legislatures, for example, and

ROBERT COHEN, RCOHEN@POST-DISPATCH.COM

Gas prices at the pump have dropped three cents since Monday. crisis,” said John Kilduff of Again Capital. “Back then, we were highly dependent on those barrels coming through the Strait of Hormuz. Now, you could argue that the U.S. is nearly energy independent.” For one thing, the country is producing twice the amount of oil it was in 2010, thanks to technology. The latest reports show 12.4 million barrels per day, about twice the 6 million barrels the country was producing a decade ago. The United States is even exporting petroleum products and natural gas, which was unthinkable a few years ago. For example, U.S. shale oil production has reduced the U.S. demand for Persian Gulf oil from 3 million barrels a day in 2003 to 1 million barrels now. Production is only half the story. Consumers across the industrialized nations are much more energy-conscious. More efficient automobiles, including hybrids, a robust

digital economy and a growing renewable energy sector have combined to make the United States and other nations far less vulnerable to oil shortages. That and the trade war between the United States and China have quashed oil demand to the point that even with major producers like Iran, Venezuela, Nigeria and Libya diminished, the world has more oil than it can consume. “The demand is still there, but demand growth is slowing due to the impact on key Asian and G e r m a n m a n u fa c t u ring centers,” Kilduff said. “The cause is the fallout from the U.S.-China trade war.” “We’ve just gone from shortage to glut,” said Frank Verrastro of the Center for Strategic and I n te r n a t i o n a l S t u d ies. “The market has totally reversed from a decade ago. There are more suppliers from different sources, including alternatives.” The Organization of

St. Louis’s Most Affordable Office Space

the Petroleum Exporting Countries has tried to reduce supply to keep oil prices high enough to support their economies, but it has largely been unsuccessful. Oil and pump prices we re r i s i n g j u s t two months ago, with gasoline jumping ﬁve cents in a single five-day span in April. But since then, the U.S. inventories of oil and gasoline have exploded because of increased refinery activity and a rebound of imports into the country. Make no mistake, a hard stop to the 20 million or so barrels of oil shipped through the Strait of Hormuz — about 20 percent of global consumption — would have huge negative consequences to the world’s economy. “At that point, you would see a slowdown, price spikes and military intervention because the world would slow if you take 20 percent of oil supply off the grid,” Verrastro said. In that event, Verrastro foresees an international coalition including China and Japan interceding in the Persian Gulf region to secure the vast amounts of petroleum and natural gas that are vital to their survival. “They would lose their supply of natural gas from Qatar and their oil from Saudi Arabia and from Iran,” Verrastro said. They can’t live without that.

3 SuiteS Left!

From 500 to 1,100 sq. ft.

David Nicklaus • 314-340-8213 @dnickbiz on Twitter dnicklaus@post-dispatch.com

MOUND CITY MONEY From David Nicklaus’ blog about St. Louis business. stltoday.com/ moundcitymoney Biotech startup Pluton raises $98,000 on crowdfunding platform: Pluton Biosciences, a St. Louis startup working with beneficial soil microbes, has raised $98,000 on the Nvsted crowdfunding platform. It’s the second successful securities offering on Nvsted, which was launched last year by the St. Louis Economic Development Partnership. A year ago, WellBeing Brewing Co. raised $199,000.

2 Prime Locations Ask For Stacie Kobusch Today!

voters have rejected past efforts to end the citycounty divorce. Some of the ideas also need a little more thought. If many of St. Louis County’s 88 municipalities are too small to be viable, wouldn’t a bond guarantee and a richer sales-tax pool just perpetuate inefﬁciency? That could perhaps be solved by setting minimum standards for cities that want to participate. With appropriate public input — something that was missing from the Better Together process — Rusk’s recommendations could be tweaked into a structure that makes local governments more effective, while giving all area residents a voice on issues that affect the whole region.

Pluton set out to sell $75,000 worth of convertible notes and exceeded that by $23,000 when its offering closed last week. Pluton is working to identify and develop microbes with agricultural or environmental beneﬁts. Its initial project involves microbes that can kill larvae of disease-causing mosquitoes. The Nvsted platform has two other offerings pending. Centricrude Services, an oil-recovery ﬁrm, has so far raised 10 percent of its $250,000 goal, and CAD Trailer Designs, a trailer manufacturer,is listed at just $500 of its $250,000 goal.

St. Louis Post-Dispatch

Deposit & Loan Guide

skobusch@bommarito.net

314-731-7025

• Flexible Lease Terms Move In Ready • Primary Access to Hwy. 270, Hwy. 70, Hwy. 170 & Hwy. 40 • St. Louis' Best - Prices From $10.75 sq. ft. and $447.00 Per Month • Full Service Includes All Utilities • Minutes From St. Louis International Airport • Conveniently Located Near Post Offices • Carpeted Offices Wall To Wall • Door to Door Mail Service • Includes Janitorial Services • 24/7 Digital Video Surveillance • Great Hwy. and Major Artery Visibility • Call Today for Details And Appointment • 24/7 - On Call Management Team $ave Money On Your Next Office Space

*See Bommarito Leasing Representative For Full Details.

BUSINESS CENTERS - 2 LOCATIONS -

HaZeLWooD - 320 Brookes Dr. West coUntY - 13610 Barrett office Dr. Bommarito.com “Bommarito - We Make Office Space Affordable!”

Institution

Synchrony Bank

Int Chking Money Acct Mkt Acct Min Min

1.20

3 mo CD Min

6 mo CD Min

0.75

1.00

12 mo CD Min

18 mo CD Min

2.60

2,000 2,000 2,000 2,000

24 mo CD Min

36 mo CD Min

60 mo CD Min

2.65

2.70

2.90

2,000 2,000 2,000

Great Rates + Safety = Peace of Mind. Member FDIC.

Phone / Website

800-869-3813 www.synchronybank.com

TO PARTICIPATE IN THIS FEATURE, CALL SALES DEPARTMENT @ 773-320-8492 Savings Update

How to protect your bank account from loan scammers By Sabrina Karl Fraudsters have honed numerous ways to separate you from your money, from outright theft of your personal information to sneaky ways of getting you to divulge it voluntarily. Since one of their deceptive tricks is posing as a loan provider, look for these signs of a legitimate lender if you’re looking to borrow money.

touting guaranteed approval. Also beware if the lender never discloses that they’ll be pulling your credit report.

Another red flag of loan scammers is requiring you to pay application fees by providing them a prepaid debit card, a gift card, or a wire transfer. Although legitimate lenders are likely The Federal Trade Commission enforces to charge fees, they typically add them to numerous regulations on lending operations, your loan balance rather than require upfront including requiring all lenders to register in payment. states where they do business. So one of the first things you can verify is whether the lender Lastly, any pressure to act very quickly is registered in your own state. before the offer expires is reason to pause. Legitimate loans may indeed have limited The FTC also prohibits soliciting loans by tele- windows, but they will be sufficiently long to phone. So a marketing call for loan products is allow you to weigh options and make a carea strong tip-off that you’re dealing with a loan ful choice. scammer. Also beware of offers mailed to you A primary goal of loan scammers is extractor pitched at your front door. ing your bank account and social security Legitimate lenders are keenly interested in numbers. So if you notice any of the warning your credit history when determining whether signs above, be sure to keep your information to approve your loan. So watch out for anyone private and move onto a lender you can verify.

Rate Criteria: Rates effective as of 06/11/19 and may change without notice. RateSeeker, LLC. does not guarantee the accuracy of the information appearing above or the availability of rates in this table. Banks, Thrifts and credit unions pay to advertise in this guide. NA means rates are not available or not offered at the time rates were surveyed. All institutions are FDIC or NCUA insured. Yields represent annual percentage yield (APY) paid by participating institutions. Rates may change after the account is opened. Fees may reduce the earnings on the account. A penalty may be imposed for early withdrawal. To appear in this table, call 773-320-8492.

BUSINESS

C4 • ST. LOUIS POST-DISPATCH

M 1 • SUnDAy • 06.16.2019

Incubator From C1

Place Blvd. required major renovations. Justine Petersen received a $780,000 grant from the U.S. Department of Health and Human Services and a $480,000 grant from the Missouri Foundation for Health, and got to work on construction in the fall of 2017. The William A. Kerr Foundation also contributed $200,000 to help with the rehabilitation of the property. Today, the flooring has been redone, brickwork has been patched and electricity and plumbing are up and running. On June 27, a grand opening from 4 to 7 p.m. will showcase the three businesses that now call the space home.

Good Life Growing

Good Life Growing was founded after a group of friends started growing produce on a plot of land in north St. Louis. It started as a hobby, but soon they were growing more than they could eat, according to CEO and co-founder James Forbes. They decided to sell their produce at farmers markets, then began supplying restaurants. Last year they won an Arch Grant. “It was truly like an accident. We weren’t supposed to be a business, it was just like ‘well, we’re selling lettuce. Maybe we should put it in the bank,’” Forbes said. Now they have 11 employees, two of whom came from an apprenticeship program that Good Life Growing works with. Anyone can apply to the apprenticeship program, Forbes said, but Good Life Growing has a focus on individuals who have been recently incarcerated or are transitioning out of homelessness. At the Greencubator, the team has been busy building their hydroponics system, which allows them to grow produce indoors, year-round. The setup consists of racks that support rows of pipes, laid out horizontally. The pipes have holes cut out of them where leafy plants like red veined sorrel and red oak leaf peek out, glowing violet under the grow lights. The team is also preparing to introduce bluegill ﬁsh into large, 300- and 650-gallon tubs of

Matt Stoyanov, co-founder of Good Life Growing, checks a newly installed gutter system. water. The water from the pools Freddie Lee’s will be pumped through the Gourmet Sauces pipes, providing the plants with precious nitrogen from the fish Around the corner from Good matter. Life Growing, on the ground floor of the Greencubator, DeboSt. Louis Indoor Produce rah James and Freddie James Jr. Upstairs from Good Life Grow- are moving their business into its ing, another hydroponic opera- new home. Freddie, 65, and Deborah, 56, tion is in the works. It will eventually become a forest of verti- are a husband-and-wife team cal, nine-foot tubes filled with and currently the only employees of their approximately 11-yearbasil. Because the plants’ entire eco- old business, Freddie Lee’s Goursystem is indoors, Chief Creative met Sauces. On Wednesday, Deborah James Officer Olivia Engel said, they can grow year-round and with- said, they are bringing in one new out concern for outside factors employee, but so far the couple have built up the business on like flooding and droughts. One of the main challenges of their own, supplying 605 stores hydroponics, Engel said, is rep- with their signature sauce. “Right now I’m the janitor, the licating sunlight. The team’s answer to this challenge is a proto- filler, the cook, you know, whattype for a liquid-cooled, highly ever,” Freddie James Jr. said. “We efficient, powerful light, which got many hats.” By next year, they’re hoping to could eventually become a main source of revenue for the startup. have 45 to 50 people working for “We are a farm, and we are them. Deborah James’ favorite use for trying to feed people, but we also do want to improve the indus- the sauce is meatloaf, and Freddie try,” said CEO and co-founder James Jr.’s favorite is spaghetti. Truly, though, “it’s just an allVenkat Papolu.

Retail From C1

and counter a slowdown in saturated developed markets, and it is now by far the world’s biggest market for luxury goods, fueled in particular by young shoppers. Ralph Lauren Corp. has invested heavily, partnering with Alibaba’s TMall, JD.com and WeChat to sell its products and targeting $500 million in revenue in China in ﬁve years. Asian sales have risen 18% in the past two years to over $1 billion. Capri Holdings’ M ichael Kors last year had Chinese actress Yang Mi visit their flagship store at Rockefeller Center in New York City for a fan meet-up event, and PVH’s Calvin Klein, Tommy Hilﬁger and Tapestry Inc.’s Coach have all hosted Chinese fashion shows and opened flagship stores in China. However, with China’s economy growing last year at the slowest pace in nearly three decades and April data pointing to surprisingly weak reHILLARY LEVIN • HLEVIN@POST-DISPATCH.COM tail sales, growth of the luxury market globally has slowed by Maria Ryan, of Crestwood, looks for a few last Christmas gifts for her around two percentage points children at Kohl’s in Crestwood, on Dec. 24, 2018. Kohl’s is among the retailers that said their businesses would suffer if tariffs were extended to to 6%-8% annually, according to Boston Consulting Group. include apparel and footwear.

Boeing

From C1

“There is a lot to be concerned about,” said Richard Aboulafia, an aerospace analyst with Teal Group. “It might make for kind of a grim Paris.” Heading into the show, Boeing and Airbus have reported much weaker orders this year. Boeing received no orders in May after getting just one in April. Deliveries of completed jets tumbled 56% last month as it stopped shipping new Max jets. Airbus saw an increase in deliveries, but it reported just one new order last month. Airlines have placed so many orders for the Boeing 737 and Airbus A320 family already that analysts expect few new sales for those so-called narrowbody planes during the air show. Credit Suisse analysts predicted that no airline will order any more Max jets until the grounding is lifted. “I do believe that that aircraft will get back in the air and commercially minded airlines will buy it, but just not next week,” said

Samuel Engel, a senior executive at the airline and aircraft-ﬁnance consultant ICF. He said public doubt and fear about ﬂying on the plane is too great right now but — and this is a view widely shared in the industry — will diminish over time. With so many of its airline customers and suppliers at the air show, Boeing will be under pressure to provide an update on the Max’s expected return to flying, and how quickly after that Boeing can increase production. The company cut Max production in mid-April from a rate of 52 planes a month to 42. The Max, the newest version of Boeing’s best-selling plane, is critical to the company’s future. The Max was a direct response to Airbus’ fuel-efficient A320neo. Airbus has taken 6,500 orders for various neo models, outpacing the Max with its nearly 5,000 orders. Boeing has struggled to get a handle on the Max controversy. Its fix for software implicated in crashes that killed 346 people has taken months longer than expected, and it is unclear how long it will take the Federal Aviation

Administration and other regulators to approve Boeing’s work. The acting head of the FAA has faulted the company for not telling regulators for more than a year that a safety indicator in the Max cockpit didn’t work. Pilots were furious that the company didn’t tell them about the new software on the plane. Boeing’s public-relations strategy has been “measured and passed through lawyers,” said Engel, who believes its leaders need to be more forthcoming. “Information that seemed to be important to the discussion came from outside Boeing. The company should be putting that information out there ahead of bloggers.” The company plans to hold brieﬁngs on the Max and its business strategy during the air show. “The air show is an important event for us to meet with customers, partners and suppliers and engage with them on our path forward on the 737 MAX and reinforce our unrelenting commitment to safety,” Boeing spokesman Peter Pedraza said in a statement. Press coverage of the air shows

CHRISTINE TANNOUS PHOTOS, CTANNOUS@POST-DISPATCH.COM

Deborah James and Freddie Lee James, co-owners of Freddie Lee’s Gourmet Sauces, label and prepare an order of their barbecue sauce, Ghetto Sauce, in the building known as the Greencubator. purpose sauce,” Freddie James Jr. said. As his wife attests, Freddie is also dedicated to grilling, no matter what the conditions. “It could be snow up to here,” Deborah James said, and her husband will still be outside grilling. Freddie James Jr., a retired construction worker, displays the ﬁrst standard kitchen pot that he

ever used to cook the sauce. He also has the larger pot he eventually upgraded to, which takes up nearly the entire stove top. But the shining new cooker, an 80-gallon kettle, is the unmissable new appliance in their space at the Greencubator. “That’s my Cadillac, right there,” Deborah James said.

Investors on edge

Until early May, S&P 500 retail companies were outperforming the broad market, up 23% compared with 17.5% for the main index.

Since Trump’s May 5 tweet announcing tariffs would rise to 25% on $200 billion of Chinese imports, they trail by about 2% and the SPDR S&P Retail ETF saw outflows of $162.4 million in May, according to Refinitiv estimates. Among the most exposed are firms that have poured much of the investment capital worked up in the good times into a nearfuture that they assumed would be largely Chinese. Shares of winter jacket maker Canada Goose fell 26% in one day after it reported the first slowing in sales growth in two years, undermining its plan to open three stores in China in the coming years on top of the six it has already. By contrast, analysts say Target Corp. and Walmart are among a few with the scale to force suppliers to absorb part of any tariff-driven rise in costs. Both have been working to trim China’s role as their chief supplier by sourcing products elsewhere. “Companies that are doing well and indicate they can mitigate tariffs are being rewarded, while those that are missing are being doubly punished,” said John Zolidis, president of New York-based investment adviser Quo Vadis Capital.

often boils down to who logs the most sales, Boeing or Airbus. “Airbus tends to stockpile or hold on to orders to announce at the air show, so I would certainly expect more activity out of Airbus than Boeing” in Paris, said Ken Herbert, an aerospace analyst for Canaccord Genuity. “I don’t think that will surprise anybody, considering the Max and everything else.” Herbert said if Boeing can just make “a decent to good showing” in orders for its bigger “widebody” planes, the 777 and 787, the event will be deemed a success for the Chicago-based company. There is widespread expectation in aviation circles that Airbus will use the air show to officially launch a new plane, the A321XLR, a long-range version of its popular A320 family, which could set off several plot twists in the competition between Boeing and Airbus. American Airlines is considering the plane as a replacement for its fleet of aging Boeing 757 jets, according to Bloomberg. A spokeswoman for American declined to comment. If a U.S. airline like American

— the biggest carrier in the world — steps forward as an early buyer of a plane from Boeing’s European rival, it will make a big splash. The ripples could extend to the board room at Boeing headquarters. Boeing is considering whether to build a new jet — the concept is dubbed New Midsize Airplane, or NMA — that would be close in size to the A321XLR. It would fill a gap in the Boeing lineup between the smaller 737 and the larger 777 and 787. Some analysts believe that if American orders the A321XLR, it will give Boeing more incentive to push ahead with the NMA rather than surrender a portion of the market to Airbus. The long boom for aircraft manufacturers has already lasted longer than expected. The Paris show could tell whether airlines are optimistic enough about the economy and travel demand to keep buying, even though new orders so far in 2019 have been anemic. “If people are going to trot out orders, it’s here,” Aboulafia said. But, he added, “We are in year 15 of a seven-year cycle.”

Investors are on edge after any signs of a further downturn. Louis Vuitton owner LVMH’s shares dropped more than 7% in October after it said sales growth in China fell from the highteens to the mid-teens, dragging shares in Gucci parent Kering SA, Hermes International SCA and Burberry Group PLC. Stocks have since recovered and some top brands have ﬂagged a pick-up in mainland China, with Vuitton saying last week that demand for its handbags was still at “unheard of” levels. Spending by Chinese shoppers, however, is increasingly shifting from overseas shopping capitals like Paris or New York back home, encouraged by cuts in import tariffs and other measures by China’s government to boost domestic spending. That trend has in turn dented sales at labels like jeweler Tiffany & Co. that are exposed to falls in spending by Chinese tourists to the United States.

Who can withstand the tariff blow?

MARKET WATCH

06.16.2019 • Sunday • M 1 15 BEST LARGE-CAP STOCKS COMPANY

TICKER

Tableau Software A DexCom Inc CF Industries Beyond Meat Inc LyondellBasell Ind Weyerhaeuser Dollar Tree Stores Univ Display Altaba Inc Splunk Inc Etsy Inc Erie Indemnity Co ZTO Express Cayman Arcelor Mittal American Airlines Gp

DIV

DATA ... DXCM ... CF 1.20 BYND ... LYB 4.20f WY 1.36 DLTR ... OLED .40 AABA ... SPLK ... ETSY ... ERIE 3.60 ZTO ... MT .10p AAL .40

15 BEST MID-CAP STOCKS

52-WEEK P/E HIGH LOW

FRIDAY CLOSE

$CHG %CHG %CHG %RTN 1WK 1WK 1MO 1YR

COMPANY

... dd 173.37 92.01 ... dd 156.16 90.61 2.6 dd 56.51 38.90 ... ... 186.43 45.00 4.9 8 116.63 73.94 5.3 19 37.44 20.52 ... 15 111.61 78.78 .2 86 190.00 78.75 ... cc 82.45 54.75 ... dd 143.70 83.69 ... 100 73.35 32.03 1.5 51 249.24 115.12 ... ... 22.67 14.69 ... 4 32.98 14.66 1.2 11 44.93 27.02

163.25 148.04 46.00 151.48 86.50 25.71 110.31 172.34 65.98 118.24 67.80 247.23 18.61 16.23 32.68

38.04 22.06 3.97 12.83 7.28 1.92 7.67 10.58 3.99 6.90 3.91 13.91 1.05 0.87 1.76

Intrexon Corp RH Norbord Inc Callaway Golf National Vision Hldg World Acceptance Dicerna Pharma Innovative Ind Prop Loma Negra Compania Caseys Gen Store Zai Lab Limited ADS AvisBudget Group Yext Inc TTEC Holdings Inc Hertz Corp

YLD

30.4 17.5 9.4 9.3 9.2 8.1 7.5 6.5 6.4 6.2 6.1 6.0 6.0 5.7 5.7

34.1 |9876542 63.3 25.4 |98 48.1 8.3 |63 4.6 69.5 0 7.9 86431| -21.7 5.6 87621| -28.4 9.9 |86543 23.5 6.3 |99762 76.3 -3.1 843| -17.6 -13.4 |3 0.5 8.0 |9996 112.3 21.2 |9996 109.5 3.8 7631| -12.7 -0.9 984321| -49.9 3.0 865| -22.0

TICKER

DIV

TICKER

PG&E Corp Allergan plc Salesforce.com Inc Monster Beverage Cp Spirit Aerosystems Cabot Oil & Gas Adv Micro Dev Abiomed Inc Netflix Inc Contl Resources

DIV

YLD

P/E

PCG 2.12f 11.5 AGN 2.96 2.6 CRM ... ... MNST ... ... SPR .48 .6 COG .36f 1.5 AMD ... ... ABMD ... ... NFLX ... ... CLR ... ...

27 18 cc 33 17 15 cc 64 cc 14

52-WEEK HIGH LOW 49.42 197.00 167.56 66.38 100.34 27.65 34.30 459.75 423.21 71.95

5.07 120.68 113.60 47.74 64.48 20.95 14.54 228.00 231.23 34.61

... ... 5.5 .2 ... ... ... 2.2 ... .8 ... ... ... 1.4 ...

dd 19 ... 38 94 23 dd ... 11 32 ... 11 ... 42 ...

52-WEEK HIGH LOW 19.94 162.10 44.15 24.67 46.63 156.27 17.98 102.30 13.44 153.54 33.86 43.38 27.19 43.74 22.37

3.95 84.11 19.46 14.44 25.60 89.78 9.31 31.61 6.36 90.42 14.29 21.63 12.90 23.01 13.01

15 BEST SMALL-CAP STOCKS

FRIDAY $CHG %CHG %CHG %RTN CLOSE 1WK 1WK 1MO 1YR

COMPANY

7.03 111.37 23.43 18.06 30.04 156.27 14.76 108.48 11.38 151.98 31.47 33.24 20.45 44.20 17.57

Hi-Crush Inc Coda Octupus Group Enlivex Therapeutics Avadel Pharma Bluegreen Vacations Beyondspring Ocular Therapeutix Centric Brands Priority Technology Red Robin Gourmet ArQule Inc BioSig Technologies Ziopharm Oncology Cel-Sci Corp Marine Products

1.63 22.42 3.15 2.35 3.85 19.55 1.84 13.29 1.36 18.08 3.62 3.44 2.01 4.27 1.68

30.2 25.2 15.5 15.0 14.7 14.3 14.2 14.0 13.6 13.5 13.0 11.5 10.9 10.7 10.6

50.5 98753| -58.6 18.2 8764| -29.1 4.4 96431| -37.7 15.5 743| -9.6 10.8 8531| -18.7 14.4 |943 33.6 22.0 |8632 20.8 22.1 |9996 176.6 20.6 7432| -9.8 15.4 9 | 86531 54.7 15.7 8| 765421 31.4 5.3 8653| -22.5 -3.9 |7431 9.7 15.4 |865 22.1 7.5 65432| -7.8

TICKER

%CHG %CHG %RTN 1WK 1MO 1YR

COMPANY

18.48 115.92 150.01 61.33 78.53 23.77 30.36 250.96 339.73 36.72

-9.7 8.6 98762| -53.6 -8.8 -17.3 87653| -27.2 -7.0 -3.0 |762 10.9 -7.0 -3.6 7| 4 8.0 -6.8 -5.2 653| -5.8 -6.6 -9.2 |43 1.4 -6.3 10.4 9 | 9965432 92.3 -6.3 -3.7 97651| -41.0 -5.9 -4.2 7532| -9.6 -5.7 -11.4 976543| -42.3

Dave & Busters Ent Novavax Inc Ensco Rowan PLC ADS Epizyme Inc Lions Gate Ent B PPDAI Group Lions Gate Ent A HEXO Corp Centennial Res Dev A SM Energy Co

TICKER

DIV

PLAY NVAX ESV EPZM LGF/B PPDF LGF/A HEXO CDEV SM

.60 ... ... ... .36 .19p .36 ... ... .10

52-WEEK HIGH LOW

FRIDAY $CHG CLOSE 1WK

%CHG %CHG %RTN 1WK 1MO 1YR

1.5 ... ... ... 3.2 ... 2.9 ... ... 1.0

67.05 51.60 38.04 16.95 26.52 6.95 27.88 8.40 23.12 33.76

39.58 4.98 6.62 11.63 11.32 3.99 12.22 5.61 6.40 10.38

-19.6 -18.6 -18.5 -18.2 -14.6 -13.8 -12.9 -12.8 -12.8 -12.1

39.31 4.64 7.02 5.14 11.80 2.85 12.66 4.91 6.60 10.71

-9.64 -1.14 -1.50 -2.59 -1.93 -0.64 -1.81 -0.82 -0.94 -1.43

52-WEEK FRIDAY $CHG %CHG %CHG %RTN HIGH LOW CLOSE 1WK 1WK 1MO 1YR

YLD P/E 9 ... ... dd ... ... dd dd dd cc dd dd dd ... 21

16.65 19.20 19.04 7.97 26.22 27.80 8.28 6.89 12.99 54.95 7.93 9.97 5.49 8.47 24.82

1.55 3.40 6.19 1.03 7.60 13.06 2.35 .83 5.54 24.57 2.23 3.50 1.56 .82 12.48

2.82 14.77 16.20 3.19 10.49 21.15 4.37 4.02 7.60 33.10 8.20 7.91 5.22 5.82 17.28

1.00 4.45 4.78 0.89 2.70 5.43 1.04 0.89 1.66 6.92 1.69 1.59 1.04 1.13 3.31

54.9 43.1 41.9 38.7 34.7 34.5 31.2 28.4 27.9 26.4 26.0 25.2 24.9 24.1 23.7

21.6 987641| -69.9 8.6 |9986543 279.6 31.8 97641| -51.7 141.7 98742| -65.5 -29.9 986421| -61.1 38.7 85321| -21.7 26.3 96531| -44.2 27.6 |9986543 345.6 26.7 875421| -31.3 -1.7 91| -36.8 20.9 |7621 14.2 -2.5 |9921 73.7 18.9 |85431 22.5 6.6 |9986543 112.4 23.0 4| -1.2

10 WORST SMALL-CAP STOCKS

YLD P/E 13 ... ... dd ... ... ... ... ... dd

DIV

HCR 1.67e 59.4 CODA ... ... ENLV ... ... AVDL ... ... BXG .60 5.7 BYSI ... ... OCUL ... ... CTRC ... ... PRTH ... ... RRGB ... ... ARQL ... ... BSGM ... ... ZIOP ... ... CVM ... ... MPX .48 2.8

10 WORST MID-CAP STOCKS

FRIDAY $CHG CLOSE 1WK -1.98 -11.21 -11.26 -4.59 -5.76 -1.67 -2.05 -16.91 -21.14 -2.20

YLD P/E

XON ... RH ... OSB 1.29 ELY .04 EYE ... WRLD ... DRNA ... IIPR 2.40f LOMA ... CASY 1.28f ZLAB ... CAR ... YEXT ... TTEC .60f HTZ ...

10 WORST LARGE-CAP STOCKS COMPANY

ST. LOuIS POST-dISPaTCH • C5

COMPANY

-26.5 87651| -26.8 -15.6 99876521| -83.9 -39.0 998| -71.2 -4.0 8753| -23.6 -22.4 98643| -47.6 -29.3 8765421| -27.9 -21.7 9863| -46.7 -18.5 |987651 55.3 -36.3 9962| -60.7 -31.3 9876531| -55.7

TICKER

CymaBay Therapeutics Roan Resources Inc Oncternal Therap Ascena Retail Grp Sesen Bio Inc Hooker Furniture Cp La Jolla Pharm Noble Corp plc TherapeuticsMD Inc Chaparral Energy Inc

DIV

CBAY ... ROAN ... ONCT ... ASNA ... SESN ... HOFT .60 LJPC ... NE .08 TXMD ... CHAP ...

YLD P/E ... ... ... ... ... 3.1 ... 5.1 ... ...

52-WEEK HIGH LOW

dd 15.00 cc 16.30 ... 179.20 dd 5.29 dd 2.60 7 49.85 dd 38.39 dd 7.44 dd 7.51 dd 19.35

4.82 1.02 4.86 .82 .66 20.25 5.01 1.62 2.21 3.03

FRIDAY $CHG CLOSE 1WK 6.28 1.16 5.86 0.77 1.70 19.39 9.71 1.58 2.44 3.16

-5.23 -0.83 -2.54 -0.30 -0.62 -6.99 -3.15 -0.50 -0.71 -0.78

%CHG %CHG %RTN 1WK 1MO 1YR -45.4 -41.7 -30.2 -27.7 -26.7 -26.5 -24.5 -24.0 -22.5 -19.8

-50.2 99765321| -48.6 -61.5 996431| -42.9 -18.7 9999875432| -95.9 -38.6 9999542| -80.8 18.1 865321| -14.1 -31.5 9987421| -55.0 58.4 99976532| -68.2 -27.5 999842| -69.7 -26.7 999632| -62.0 -31.3 99996542| -83.3

Note: Stocks classified by market capitalization, the product of the current stock price and total shares outstanding. Ranges are $100 million to $1 billion (small); $1 billion to $8 billion (mid); greater than $8 billion (large).

S&P 500

HOW TO READ THE TABLES Dividend: Expected cash payment to shareholders. PE ratio: Multiple of stock price to company earnings. 52-week high/low: Trading range over the past year. Last: Selling price at end of week. Net change: Dollar change in price of stock from previous week. Percent change: From the previous week. FOOTNOTES a Extra dividends paid but not included. b Annual rate plus stock dividend. c Liquidating dividend. cc P/E greater than 99 cld Issue recalled for redemption by company. dd loss in last 12 months e Amount declared or paid in last 12 months. f Annual rate, increased on most recent dividend announcement. g Dividends and earnings in Canadian dollars. h Doesn’t meet continued-listing standards. i Sum of dividends paid after stock split. 52-WEEK HIGH LOW

WK WK LAST CHG %CHG

NAME

DIV

AES Corp AFLAC s AT&T Inc AbbottLab AbbVie Abiomed Accenture ActivsBliz AdobeInc AdvAuto AMD AffilMgrs Agilent AirProd AkamaiT AlaskaAir Albemarle AlexREE Alexion lf AlignTech Allegion Allergan AlliData AlliantEg s Allstate Alphabet C Alphabet A Altria Amazon Ameren AmAirlines AEP AmExp AmIntlGrp AmTower AmWtrWks Ameriprise AmeriBrgn Ametek Amgen Amphenol Anadarko AnalogDev Ansys Anthem Aon plc Apache AptInv rs Apple Inc ApldMatl Aptiv ArchDan Arconic AristaNetw Assurant ATMOS Autodesk AutoData AutoZone AvalonBay AveryD

.55 1.08 2.04 1.28 4.28

13 18.52 12.55 17.09 +.39 17 54.98 41.45 55.04 +.49 6 34.30 26.80 32.35 -.14 50 82.33 60.32 82.22 +1.48 13 100.23 73.81 78.69 +1.26 64 459.75 228.00 250.96 -16.91 28 186.68 132.63 184.97 +2.05 20 84.68 39.85 45.62 +.24 57 291.70 204.95 274.28 -3.88 26 186.15 133.32 151.80 -3.55 cc 34.30 14.54 30.36 -2.05 7 163.55 83.10 88.36 -.92 71 82.27 60.42 69.97 +.45 31 224.61 148.44 219.25 -3.81 36 86.19 57.18 78.62 -.80 18 74.83 53.39 63.12 +2.59 11 108.74 63.10 70.88 +2.17 34 152.81 109.04 151.30 +.60 27 141.86 92.56 117.93 -.47 68 398.88 177.93 305.70 -1.96 ... 105.99 74.83 106.02 +2.15 18 197.00 120.68 115.92 -11.21 8 250.27 135.64 139.80 -3.02 25 49.94 38.22 50.00 +1.00 15 102.73 77.00 102.14 +1.42 27 1289.27 970.11 1085.35+19.31 33 1296.98 977.66 1086.30+17.93 16 66.04 42.40 50.86 -.52 90 2050.501307.00 1869.67+65.64 27 77.55 56.97 76.71 +1.31 11 44.93 27.02 32.68 +1.76 23 91.07 64.94 90.58 +1.04 16 124.74 89.05 122.00 +.89 dd 56.36 36.16 53.31 +.72 79 214.52 136.74 211.23 -1.23 51 119.28 80.84 118.27 +1.98 12 153.15 95.69 153.53 +3.66 10 94.85 69.36 85.05 +1.57 35 88.76 63.14 84.99 -.64 15 210.19 166.30 176.08 +.57 24 105.51 74.95 94.30 +1.11 25 76.70 40.40 69.83 -.22 26 118.54 76.62 104.02 +3.33 40 200.40 136.80 197.13 +3.84 19 317.99 227.16 285.32 +7.19 39 192.79 134.82 190.76 +.52 17 50.03 24.56 27.49 -1.46 29 52.00 41.91 51.13 -.12 19 233.47 142.00 192.74 +2.59 11 51.59 28.79 41.23 -.28 15 103.23 58.80 75.33 +1.93 13 52.06 37.77 40.79 +1.21 16 23.89 15.63 22.98 -.56 23 331.27 187.08 236.08 -10.36 53 111.43 82.31 106.12 +1.78 19 105.19 86.46 104.99 +.78 dd 178.95 117.72 158.16 -7.14 44 168.87 121.40 165.54 -.59 20 1120.00 662.17 1119.87+20.73 35 210.93 166.22 208.09 -.97 32 117.00 82.89 110.39 -1.76

2.92 .37f .24 1.28 .66 4.64 1.40 1.47f 4.00f 1.08 2.96 2.52 1.34 2.00 3.20 1.90 .40 2.68 1.56 1.28 3.68f 2.00f 3.88f 1.60 .56 5.80 .92 1.20 2.16f 3.20f 1.60 1.00 3.08f .84 .22 1.40 .08m 2.40 2.10f 3.16 6.08 2.32f

rt Right to buy security at a specified price. s Split increased shares by at least 20% in last year. t Paid in stock. Approximate cash value on ex-distribution date. wi Trades will be settled when the stock is issued. wd When distributed. wt Warrant, allowing a purchase of stock. un Unit, including more than one security. v Trading halted on primary market. vj In bankruptcy or receivership. x Ex-dividend.

j Sum of dividends paid this year. Most recent omitted or deferred. k Declared or paid this year. Cumulative issue with dividends in arrears. lf Late filing with SEC. m Current annual rate, decreased by most recent dividend announcement. n New issue in the last year. p Initial dividend. Annual rate not known. Yield not shown. pf Preferred-stock issue. pr Preferences. r Declared or paid in last 12 months plus stock dividend. rs Reverse split decreased outstanding shares by at least 50% in last year.

+2.3 +.9 -.4 +1.8 +1.6 -6.3 +1.1 +.5 -1.4 -2.3 -6.3 -1.0 +.6 -1.7 -1.0 +4.3 +3.2 +.4 -.4 -.6 +2.1 -8.8 -2.1 +2.0 +1.4 +1.8 +1.7 -1.0 +3.6 +1.7 +5.7 +1.2 +.7 +1.4 -.6 +1.7 +2.4 +1.9 -.7 +.3 +1.2 -.3 +3.3 +2.0 +2.6 +.3 -5.0 -.2 +1.4 -.7 +2.6 +3.1 -2.4 -4.2 +1.7 +.7 -4.3 -.4 +1.9 -.5 -1.6

NAME

FRI NAV

BB&T Cp BakHuGE n BallCorp s BkofAm BkNYMel Baxter s BectDck BerkH B BestBuy Biogen BlackRock BlockHR Boeing BookingHl BorgWarn BostProp BostonSci BrMySq BroadcInc BroadrdgF BrownFB s CBOE Glb CBRE Grp CBS B CF Inds s CH Robins CME Grp CMS Eng CSX CVS Health CabotO&G Cadence CampSp CapOne CapriHld CardnlHlth CarMax Carnival Caterpillar Celanese Celgene Centene s CenterPnt CntryLink Cerner ChartCm n Chevron Chipotle ChubbLtd ChurchDwt s Cigna Cimarex CinnFin Cintas Cisco Citigroup CitizFincl CitrixSy s Clorox CocaCola CognizTch

1.62 .72 .60f .60 1.12 .88f 3.08

13 53.08 40.68 50.06 +1.23 85 35.55 20.09 22.15 -1.17 34 66.83 34.71 65.41 -.49 11 31.91 22.66 28.04 +.51 11 57.87 42.43 44.49 +.09 37 82.25 61.05 77.93 +.35 95 265.87 208.62 234.16 -4.22 28 224.07 184.75 205.16 -.65 20 84.37 47.72 66.03 +2.31 13 388.67 216.12 227.67 +.44 17 530.58 360.79 446.97 +2.86 11 29.29 22.45 28.69 +1.48 32 446.01 292.47 347.16 -6.54 25 2162.911606.27 1775.50 -2.79 12 48.16 32.46 40.95 +1.18 42 140.35 107.84 135.20 -.96 31 42.00 31.56 40.42 -.86 16 63.69 44.30 47.56 +.81 ... 323.20 197.46 265.93 -8.94 38 138.24 91.34 130.15 -.38 35 57.98 44.57 56.26 -.24 44 115.11 87.87 107.74 -3.57 19 52.41 37.45 49.56 +.30 11 59.59 41.38 48.99 +.57 dd 56.51 38.90 46.00 +3.97 18 101.20 77.72 83.70 +4.01 43 204.56 158.35 197.10 -5.01 36 59.04 44.04 58.75 +.96 20 80.73 58.47 77.17 -.90 9 82.15 51.72 54.17 +.25 15 27.65 20.95 23.77 -1.67 57 70.49 39.08 67.72 +2.15 15 43.98 32.04 42.26 -.82 8 101.26 69.90 90.57 +.31 9 75.96 32.09 33.51 -.70 dd 58.31 42.01 44.16 +.31 19 83.33 55.24 83.54 +3.65 12 67.69 45.64 53.12 +.89 11 159.37 112.06 127.23 +2.77 9 119.29 82.91 104.19 +3.07 16 97.07 58.59 96.51 +.47 15 74.49 45.44 53.55 -.66 21 31.42 25.87 29.62 +.80 4 24.20 9.64 11.10 +.56 37 73.24 48.78 72.23 -.51 78 397.68 271.56 392.08 -1.96 17 128.55 100.22 120.81 -.67 cc 749.25 383.20 740.59+30.72 18 150.32 119.54 150.26 +.82 ... 79.22 49.87 77.16 -.82 15 226.61 141.95 158.41 +.94 8 103.91 54.07 54.60 -.88 11 103.41 66.33 103.54 +.90 36 236.63 155.98 236.37 +3.75 24 57.56 40.25 54.75 -1.18 10 75.24 48.42 67.48 +1.79 10 42.23 27.62 34.97 +1.11 21 116.82 93.12 96.79 +.93 26 167.70 125.40 156.88 +.25 97 52.19 42.96 51.31 +.22 18 83.35 56.73 61.64 -1.14

2.00 13.20f 1.04f 8.22 .68 3.80 1.64 10.60 1.94 .66f 1.24 .20 .72 1.20 2.00 3.00f 1.48 .96f 2.00 .36f 1.40 1.60 1.92f 2.00 3.44 2.48f 1.15f 1.00 4.76 2.94e .91f .04 .80 2.24 2.05f 1.40 1.80 1.78f 1.40 4.24f 1.60 .80

GL: Long Government GR: Global Real Estate GS: Short Government HM: High-Yield Muni HY: High-Yield Bond IB: World Bond IC: Trading-Inverse Commodities ID: Industrials IE: Trading-Inverse Equity IH: World Allocation IP: Inflation-Protected Bond IS: Trading-Miscellaneous JS: Japan Stock LB: Large Blend LC: Trading-Leveraged Commodities LE: Trading-Leveraged Equity LG: Large Growth LO: Long-Short Equity LP: Energy Limited Partnership LS: Latin America Stock LV: Large Value MA: Allocation - 50-70% Equity MB: Mid-Cap Blend MG: Mid-Cap Growth MI: Muni National Intermediate ML: Muni National Long MQ: Miscellaneous Region MR: Miscellaneous Sector MS: Muni National Short MU: Multisector Bond MV: Mid-Cap Value ND: Trading-Inverse Debt NE: Market Neutral NT: Nontraditional Bond PJ: Pacific/Asia ex-Japan Stock RI: Target-Date Retirement RR: Preferred Stock SB: Small Blend SC: Communications SF: Financial SG: Small Growth SH: Health SI: Muni Single State Intermediate SL: Muni Single State Long SN: Natural Resources SP: Equity Precious Metals

WK - PCT RETURN RNK CHG YTD 3YR 5YR OBJ 1YR

AB DiversMunicipal 14.52 -.01 GlbBdAdv 8.49 ReltvValA m 5.36 +.03 AMG YacktmanI 20.87 +.07 Akre FocInstl d 43.71 +.20 FocRetail m 42.71 +.20 AllianzGI NFJDivValA m 11.97 +.05 American Century EqIncInv 8.99 +.05 GrInv 34.10 +.21 HeritageA m 19.17 +.01 IntlGrA m 11.52 +.01 SelA m 71.95 +.53 UltraInv 47.73 +.48 American Funds AMCpA x 31.31 -.14 AmrcnBalA m 26.91 -.16 AmrcnHiIncA m 10.14 +.02 AmrcnMutA x 41.30 -.10 BdfAmrcA m 13.07 -.01 CptWldGrIncA m 47.53 -.43 CptlIncBldrA m 60.36 -.64 CptlWldBdA m 20.07 -.03 EuroPacGrA m 50.89 -.17 FdmtlInvsA x 57.72 -.71 GlbBalA m 32.29 -.10 GrfAmrcA m 48.94 +.05 HiIncMuniBdA m16.23 -.02 IncAmrcA m 22.22 -.10 IntlGrIncA m 32.32 -.11 IntrmBdfAmrA m13.52 -.02 InvCAmrcA x 37.42 -.19 NewWldA m 65.21 +.23 NwPrspctvA m 43.30 -.02 SmCpWldA m 55.17 +.15 TheNewEcoA m 43.85 -.28 TxExBdA m 13.19 -.03 WAMtInvsA x 44.98 -1.05 Angel Oak MltStratIncIns 11.08 Artisan IntlInstl 31.86 +.06 IntlSmMdInv 13.60 -.06 IntlValueInstl 33.87 -.25 SmCpInvs 33.08 +.64 Baird AggrgateBdInstl 11.00 +.01 CorPlusBdInstl 11.33 +.01 ShrtTrmBdInstl 9.74 BlackRock AlCpEngyRsInvA m9.58 -.11 EqDivInstl 21.03 +.08 GlbAllcIncInstl 18.89 +.01 GlbAllcIncInvA m18.76 +.02 HYBdInstl 7.58 +.01 LowDurBdInstl 9.60 StrIncOpIns 9.83 +.01 StratMuOpIns 11.68 -.03 TtlRetInstl 11.69 CGM Rlty 27.71 +.10 Calamos MktNetrlIncIns 13.10 -.03

+3.9 +5.1 +12.1 +9.6 +26.0 +25.9 +12.5

+1.7 +3.1 +11.5

+2.2 MS 1 +3.6 WH +8.3 LV 2

+11.9

+8.4 LV

+22.6 +15.7 LG +22.3 +15.4 LG

1 1

+9.7

+4.8 LV

+14.3 +19.9 +24.4 +14.4 +18.7 +18.1

+10.3 +9.3 LV 1 +17.2 +12.1 LG 2 +13.9 +9.6 MG 2 +8.7 +2.0 FG 4 +16.2 +12.4 LG 3 +18.4 +13.3 LG 3

+12.9 +9.2 +8.7 +11.2 +5.1 +12.3 +8.9 +4.7 +13.0 +12.1 +8.6 +14.5 +5.5 +9.3 +11.2 +3.2 +11.6 +13.7 +14.9 +17.6 +12.9 +4.6 +12.7

+12.9 +9.2 LG 5 +8.7 +7.2 MA 2 +7.2 +3.4 HY 2 +11.2 +8.7 LV 1 +2.2 +2.6 CI 2 +10.4 +5.2 WS 4 +6.0 +3.8 IH 1 +2.1 +1.0 IB 2 +9.8 +3.3 FG 3 +12.3 +9.4 LB 4 +5.9 +3.3 IH 2 +15.0 +10.9 LG 5 +4.0 +5.2 HM 2 +7.7 +5.5 AL 1 +7.9 +0.4 FB 2 +1.4 +1.5 CS 1 +10.8 +8.1 LB 4 +11.2 +3.4 EM 1 +13.6 +8.5 WS 3 +12.9 +7.8 SW 2 +15.9 +9.4 LG 5 +2.5 +3.6 MI 2 +12.8 +9.4 LB 2

+2.8 +16.8 +20.5 +10.2 +26.9

+5.6

+3.9 MU 5

+9.8 +3.2 +8.2 +2.2 +7.6 +2.6 +20.0 +13.5

+5.7 +6.0 +2.8

+2.7 +3.2 +2.0

+9.2 +13.1 +8.9 +8.7 +9.0 +2.9 +4.0 +4.3 +5.9

+.4 +11.6 +6.2 +5.9 +7.5 +2.2 +3.9 +3.4 +2.8

+10.2 +4.0

FG FR FB SG

1 1 1 1

+3.2 CI +3.4 PI +1.9 CS

1 1 2

-9.1 +8.4 +3.2 +3.0 +4.2 +1.7 +2.5 +4.1 +3.2

1 2

EE LV IH IH HY CS NT MI PI

3 3 2 5 2

+8.6

+6.0 LB

+4.7

+3.5 NE

WK WK LAST CHG %CHG

DIV

Mutual funds

HOW TO READ THE TABLES Friday value: Price at which shares can be sold. Year-to-date return: Figures don’t reflect sales charges and assume reinvestment of dividends. Three-year and five-year annualized return: Figures don’t reflect sales charges and assume reinvestment of dividends. Objective: Fund’s investment category. 1-yr Rank: On a 1-to-5 scale, with 1 meaning the fund ranks in the top 20% of its category. FUND OBJECTIVES: AL: Allocation - 70-85% Equity AM: Multialternative BB: Commodities Broad Basket BL: Bank Loan BM: Bear Market CA: Allocation - 30-50% Equity CC: Consumer Defense CD: Consumer Cyclical CH: China Region CI: Intermediate-Term Bond CL: Long-Term Bond CR: Multicurrency CS: Short-Term Bond CV: Convertibles DP: Diversified Pacific/Asia EB: Emerging-Markets Bond EE: Equity Energy EI: India Equity EM: Diversified Emerging Markets ES: Europe Stock FA: Foreign Small/Mid-Value FB: Foreign Large-Blend FF: Managed Futures FG: Foreign Large-Growth FQ: Foreign Small/Mid-Blend FR: Foreign Small/Mid-Growth FV: Foreign Large-Value FX: Single Currency GI: Intermediate Government

52-WEEK HIGH LOW

NAME

FRI NAV

Causeway IntlValInstl d 14.56 ClearBridge AggresivGrA m 172.33 LgCpGrI 51.47 Cohen & Steers PrfrdScInc,IncI 13.70 Columbia DivIncIns 22.53 GlbDivOppA m 18.21 SelM/CValA m 10.48 DFA EMktCorEqI 20.22 EMktSCInstl 19.86 EmMktsInstl 27.00 EmMktsValInstl 27.79 FvYrGlbFIIns 10.85 GlbEqInstl 22.65 GlbRlEsttSec 11.81 InflProtSecIns 11.98 IntlCorEqIns 12.77 IntlRlEsttScIns 5.15 IntlSmCoInstl 17.37 IntlSmCpValIns 17.60 IntlValInstl 16.89 ItmGovtFIIns 12.76 LgCpIntlInstl 22.04 OneYearFIInstl 10.31 RlEsttSecInstl 39.46 ShTrmExQtyI 10.84 TAUSCorEq2Instl 18.41 TMdUSMktwdVl 29.62 TwYrGlbFIIns 10.00 USCorEq1Instl 23.64 USCorEqIIInstl 21.70 USLgCo 22.36 USLgCpValInstl 35.50 USMicroCpInstl 20.03 USSmCpInstl 32.91 USSmCpValInstl 31.78 USTrgtedValIns 21.56 Davis NYVentureA m 27.99 Delaware Inv ValInstl 21.22 Dodge & Cox Bal 98.71 GlbStk 12.03 Inc 13.88 IntlStk 40.08 Stk 184.66 DoubleLine CorFII 11.00 LowDurBdI 10.04 TtlRetBdI 10.67 TtlRetBdN b 10.66 Eaton Vance AtlntCptSMIDCI 36.98 FltngRtInstl 8.89 Edgewood GrInstl 34.58 FPA Crescent d 32.94 NewInc 10.00 USVal 10.47

+2.5 -5.0 -.7 +1.9 +.2 +.5 -1.8 -.3 +3.6 +.2 +.6 +5.4 -1.8 -.2 +3.0 -.7 -2.1 +1.7 -3.3 -.3 -.4 -3.2 +.6 +1.2 +9.4 +5.0 -2.5 +1.7 -1.2 +.5 -6.6 +3.3 -1.9 +.3 -2.0 +.7 +4.6 +1.7 +2.2 +3.0 +.5 -1.2 +2.8 +5.3 -.7 -.5 -.6 +4.3 +.5 -1.1 +.6 -1.6 +.9 +1.6 -2.1 +2.7 +3.3 +1.0 +.2 +.4 -1.8

SR: Real Estate SS: Muni Single State Short ST: Technology SU: Utilities SV: Small Value TA: Target-Date 2000-2010 TD: Target-Date 2015 TE: Target-Date 2020 TG: Target-Date 2025 TH: Target-Date 2030 TI: Target-Date 2035 TJ: Target-Date 2040 TK: Target-Date 2045 TL: Target-Date 2055 TN: Target-Date 2050 TW: Corporate Bond TV: Tactical Allocation UB: Ultrashort Bond VD: Trading-Leveraged Debt VL: Stable Value VO: Volatility WS: World Stock XM: Allocation - 85+% Equity XO: Infrastructure XQ: Target-Date 2060+ XR: Option Writing XS: Long-Short Credit XP: Emerging-Markets LocalCurrency Bond XY: Allocation - 15-30% Equity. 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, usually a marketing fee and either a sales or redemption fee. NA-not available. p -previous day´s net asset value. s -fund split shares during the week. x - fund paid a distribution during the week. WK - PCT RETURN RNK CHG YTD 3YR 5YR OBJ 1YR -.16 +7.0 -1.80 +9.4 +.49 +19.1 +.05 +9.7 +.06 +15.1 -.01 +14.0 -.02 +18.5 +.04 -.01 +.02 +.01 +.06 +.03 -.07 -.05 -.02 -.11 -.13 -.10 +.01 -.10 +.24 +.01 +.09 +.14 +.01 +.12 +.11 +.12 +.18 +.12 +.18 +.06 +.08

+5.2 +6.0 +4.7 +3.5 +2.8 +13.1 +18.1 +5.6 +9.4 +12.7 +9.0 +5.7 +6.3 +5.3 +10.7 +1.3 +21.2 +2.8 +15.0 +13.0 +1.7 +15.5 +14.8 +16.3 +11.0 +8.5 +10.9 +6.1 +9.1

+6.1

-0.2 FV

+7.6 +4.1 LG +16.6 +14.1 LG +5.9

+5.8 RR

+12.8 +10.2 LV 1 +7.7 +2.0 WS 3 +8.6 +5.3 MV 1 +9.4 +1.5 EM +8.0 +2.4 EM +9.9 +1.6 EM +11.6 +1.3 EM +1.8 +2.2 WH +10.8 +5.9 WS +6.9 +7.3 GR +2.1 +1.9 IP +7.9 +1.7 FB +4.6 +3.7 GR +6.8 +2.6 FQ +4.8 +0.7 FA +8.7 -0.1 FV +1.5 +2.7 GI +8.7 +1.6 FB +1.4 +1.1 UB +8.0 +9.4 SR +1.9 +2.0 CS +12.0 +7.9 LB +10.8 +7.2 LV +1.5 +1.2 WH +12.9 +8.9 LB +11.9 +7.8 LB +13.9 +10.5 LB +10.5 +6.8 LV +9.3 +6.1 SB +8.7 +5.9 SB +6.3 +2.9 SV +7.1 +3.7 SV

3 4 3 3 5 4 1 1 5 5 3 5 5 1 3 3 1 2 5 4 5 4 5 2 5 5 4 5 4

+.04 +14.2

+11.1

+7.7 LB

+.06 +8.9

+8.3

+7.8 LV

+.13 -.03 +.01 -.15 +.27

+9.0 +9.1 +5.5 +8.6 +11.0

+10.3 +11.4 +3.6 +8.6 +13.9

+6.6 +4.2 +3.2 -0.5 +8.2

MA WS PI FV LV

3 4 3 2 4

+.01 +5.2 +.02 +3.0 +.01 +4.0 +3.9

+3.1 +2.7 +3.0 +2.7

+3.3 +2.3 +3.3 +3.1

PI CS PI PI

4 3 4 4

+.27 +24.0 +4.6

+15.1 +13.7 MG 2 +5.1 +3.7 BL 2

+.05 +20.1

+21.1 +15.8 LG

+.05 +11.5 +.01 +2.5 +.08 +18.4

+8.1 +3.0 +6.5

+4.7 MA 3 +2.1 CS 3 +3.9 LB 4

NAME

DIV

ColgPalm Comcast s Comerica ConAgra ConchoRes ConocoPhil ConEd ConstellA CooperCo Copart s Corning Corteva n Costco Coty CrwnCstle Cummins DR Horton DTE DXC Tch n Danaher Darden DaVita Inc Deere DeltaAir Dentsply DevonE DiambkEn DigitalRlt Discover DiscIncA DiscIncC DishNetw h Disney DollarGen DollarTree DomEngy Dover Dow Inc n Dupont rs DukeEngy DukeRlty E-Trade eBay s EOG Rescs EastChem Eaton Ecolab EdisonInt EdwLfSci s ElectArts EliLilly EmersonEl Entergy Equifax Equinix EqtyRsd EssexPT EsteeLdr EverestRe Evergy EversrceE Exelon Expedia ExpdIntl ExtraSpce ExxonMbl F5 Netwks FLIR Sys FMC Corp Facebook Fastenal s FedExCp FedRlty FidNatInfo FifthThird FstRepBk FirstEngy Fiserv s Fleetcor Flowserve FootLockr FordM Fortinet Fortive n FBHmSec FoxCpA n FoxCpB n FrankRes FrptMcM Gallaghr Gap Garmin Gartner GenDynam GenElec GenMills

1.72f .84 2.68f .85 .50 1.22 2.96 3.00f .06

27 20 10 16 15 10 18 12 cc 37 13 ... 39 ... 99 46 11 23 57 41 22 12 15 10 dd 17 15 57 10 15 14 13 19 20 15 16 25 ... 8 22 25 15 9 dd 10 18 42 13 61 21 dd 20 45 23 cc 49 53 59 10 27 25 20 58 22 26 17 18 25 15 34 23 9 23 23 9 20 9 38 34 cc 9 8 41 ... 19 ... ... 11 7 33 8 22 48 18 dd 16

.80 2.60f .50 4.50 4.56 .50 3.78f .84f .68 3.00 3.04 1.40 .35 .32 .75f 4.32 1.60

1.76f 1.28 3.67 1.92 .70p 3.71 .86 .56 .56 1.15f 2.48 2.84f 1.84 2.45 2.58 1.96 3.64 1.56 9.84 2.27f 7.80 1.72 5.60 1.60 2.14 1.45 1.28 1.00f 3.60f 3.48f .68 1.60 2.60 4.08 1.40 .88 .76f 1.52 .76 1.52f .60a .28 .88 .23m .23e 1.04 .20 1.72 .97 2.28f 4.08f .04 1.96

FRI NAME NAV Federated InsHYBdIns d 9.75 StratValDivIns 5.66 TtlRetBdInstl 10.86 Fidelity 500IdxInsPrm 100.71 AsstMgr20% 13.28 AsstMgr50% 17.89 AsstMgr70% 21.64 BCGrowth 98.30 BCGrowth 14.81 BCGrowthK 98.46 Balanced 23.14 BalancedK 23.14 Cap&Inc 9.89 ChinaRegion 32.23 CmdtyStrat 4.61 Contrafund 12.86 ContrafundK 12.87 ConvertibleSecs 28.79 CptlApprec 34.60 DivGro 28.74 DiversIntl 35.98 EmergMketsOpps18.15 EmergingAsia 41.42 EqDividendInc 24.81 EqIncome 57.65 ExMktIdxInPr 60.94 FltngRtHiInc 9.49 FourinOneIdx 45.47 Frdm 2015 12.52 Frdm 2020 15.57 Frdm 2025 13.58 Frdm 2030 16.78 Frdm 2035 13.97 Frdm 2040 9.73 GlbexUSIdxInsPr 12.47 GlobalexUSIdx 12.18 GrDiscv 36.77 GroCo 16.84 GroCo 19.05 GroCoK 19.07 Growth&Inc 37.94 IntlDiscv 41.35 IntlGr 15.73 IntlIdxInstlPrm 40.20 IntlVal 9.33 InvmGradeBd 11.35 InvmGradeBd 8.02 LowPrStk 47.57 LowPrStkK 47.54 Magellan 10.50 MidCapStock 34.69 NasdCmpIdx 101.69 NewMktsInc 15.08 OTCPortfolio 11.80 OTCPortfolioK 11.98 Overseas 47.13 Puritan 21.71 PuritanK 21.70 SCValue 14.46 ShTrmBd 8.67 SmCpOpps 13.47 StkSelorAllCp 44.78 TotalBond 10.71 TtlMktIdxInsPrm 81.75 USBdIdxInsPrm 11.71 Value 10.14 Worldwide 26.88 Fidelity Advisor NewInsA m 31.30 NewInsC m 26.73 NewInsI 32.09 StgInc 12.35 StgIncC m 12.15 StgIncI 12.35 TotalBondI 10.69 Fidelity Select Biotechnology 19.02 ConsumerStaples84.09 Energy 34.77 HealthCare 23.72 MedTech&Devcs 54.34 NaturalRes 24.67 Swre&ITSvcs 18.09 Technology 16.63 First Eagle GlbA m 56.33 Franklin Templeton CATxFrIncA1 m 7.55 FdrTFIncA1 m 11.92 GlbBdA m 11.32 GlbBdAdv 11.27 GlbBdR6 11.27 Gr,IncA m 21.56 GrA m 106.81 IncA1 m 2.29 IncAdv 2.27 IncC m 2.32 MsrTxFrIncA1 m 11.72 MutBeaconA m 15.15 MutBeaconC m 15.13 MutBeaconZ 15.31 MutEuropeanC m19.01 MutGlbDiscvA m29.54 MutGlbDiscvZ 30.19 MutZ 27.14 RisingDivsA m 65.37 UtlsA1 m 21.12 GE RSPUSEq 53.36 Gabelli SmCpGrAAA m 52.83 Goldman Sachs SmCpValA m 48.31 Guggenheim MgdFutsStratP b18.88 Harbor CptlApprecInstl 72.66 Harding Loevner IntlEqInstl d 21.92 Hartford CptlApprecA m 36.24

52-WEEK HIGH LOW

74.14 43.96 100.64 39.43 160.81 80.24 90.51 234.26 329.88 75.50 36.56 28.22 259.87 14.87 137.31 169.45 47.02 131.24 96.75 139.48 125.33 79.11 169.99 61.32 57.71 46.54 140.78 125.10 82.51 34.89 31.55 38.47 142.37 137.35 111.61 78.31 99.46 60.52 102.34 91.67 31.86 65.95 40.76 133.53 108.34 89.46 200.93 71.00 197.86 151.26 132.13 79.70 102.43 138.69 508.99 78.54 300.95 180.20 254.57 61.37 77.73 51.18 139.77 80.69 110.79 87.36 199.71 63.88 81.80 218.62 35.94 264.65 139.29 123.28 31.96 107.75 44.11 91.38 276.89 56.86 68.00 12.05 96.96 89.48 58.21 41.95 41.73 35.82 18.14 88.58 34.21 89.72 161.85 207.72 14.44 53.66

57.41 30.99 63.69 20.22 93.31 56.75 73.30 150.37 228.65 44.61 26.87 24.35 189.51 5.91 100.41 124.40 32.39 96.88 46.46 94.59 93.00 43.40 128.32 45.08 33.93 20.37 85.19 100.05 54.36 22.96 21.75 23.22 100.35 96.11 78.78 65.89 65.83 46.75 63.61 74.04 24.67 40.41 26.01 80.41 64.84 64.46 135.77 45.50 134.53 73.91 84.64 55.39 77.59 88.68 335.29 61.67 227.05 121.47 201.09 52.26 54.50 40.97 108.11 62.90 83.70 64.65 131.53 40.52 60.10 123.02 23.69 150.68 115.09 94.53 22.12 79.42 34.30 68.45 172.18 35.88 39.06 7.41 61.08 62.89 35.27 33.78 33.32 27.34 9.47 64.54 17.12 59.39 120.89 143.87 6.66 36.42

WK WK LAST CHG %CHG

NAME

DIV

73.35 -.64 42.31 +.83 70.21 +.74 29.88 +.25 98.36 -1.86 58.82 -.14 88.54 +.23 187.63 -.77 323.10 +1.15 73.81 -.84 30.91 +.33 25.19 -1.12 260.15 +4.14 13.58 +.06 133.31 -1.91 163.86 +1.91 45.96 +.36 129.54 +1.91 51.72 +2.54 139.63 +2.11 119.68 -1.64 48.88 +1.19 151.51 +2.80 55.99 +.92 56.77 +.83 25.77 +.17 98.95 +1.93 119.76 +3.76 77.45 -.69 29.02 +.60 26.84 +.35 37.54 +.44 141.65 +3.61 135.69 +2.54 110.31 +7.67 76.66 +.87 96.07 +.02 51.15 -.15 75.08 +1.44 87.87 +.83 31.75 +.29 45.31 -.75 38.91 +1.40 85.17 +.57 72.09 +1.38 78.37 -.71 198.87 +.12 59.44 -3.20 183.93 +.12 92.73 -4.26 111.74 -6.61 62.77 -.91 102.04 +1.44 132.04 +1.87 509.92+10.32 78.26 +.28 299.19 +2.52 176.88 +.02 251.05 -1.60 60.67 +.19 77.41 +1.11 50.80 +.85 126.81 +4.21 73.97 +1.41 108.06 -1.42 74.35 -.23 136.93 -3.50 51.12 +.42 79.91 -.81 181.33 +7.98 31.65 -.61 164.55 +6.53 133.14 +1.24 121.40 -.79 27.39 +.56 96.35 -1.59 43.97 +.93 89.20 -.54 272.66+13.67 48.76 -.53 43.12 +.92 9.98 +.22 75.71 +1.89 77.33 -1.64 54.01 +2.02 35.24 +1.23 34.96 +1.28 33.36 -.28 10.65 +.30 87.70 -.09 18.18 -.03 79.79 +1.41 158.58 +1.10 171.25 -2.72 10.23 +.25 53.41 +1.60

GenMotors GenuPrt GileadSci GlobPay s GoldmanS Graingr HCA Hldg HCP Inc HP Inc Hallibrtn Hanesbds s HarleyD HarrisCorp HartfdFn Hasbro HelmPayne HSchein s Hershey Hess HP Ent n Hilton HollyFront Hologic HomeDp HonwllIntl Hormel s HostHotls Humana HuntJB HuntBncsh HuntgtnIng IdexxLab s IHS Mark IPG Photon IQVIA Hldg ITW Illumina Incyte IngerRd Intel IntcntlExc s IBM IntFlav IntPap Interpublic Intuit IntSurg s Invesco IronMtn JPMorgCh JackHenry JacobsEng JeffrFn JohnJn JohnContl n JnprNtwk KLA Tnc KC Southn Kellogg Keycorp Keysight KimbClk Kimco KindMorg Kohls KraftHnz n Kroger s L Brands L-3 Tch LKQ Corp LabCp LamResrch LambWst n LeggPlat LennarA LincNat Linde LockhdM Loews Lowes LyonBas A M&T Bk MGM Rsts MSCI Inc Macerich Macys MarathnO MarathPt s MarIntA MarshM MartMM Masco MasterCrd MaximIntg McCorm McDnlds

1.52 3.05 2.52 .04 3.40f 5.76f 1.60f 1.48 .64 .72 .60 1.50 2.74 1.20 2.72 2.80f

dd 19 11 53 8 19 19 18 6 11 9 12 34 19 63 dd 20 30 dd 34 47 10 cc 21 19 22 45 21 19 13 20 65 35 21 20 27 66 73 29 16 20 13 41 14 14 46 71 8 28 12 39 29 8 23 27 15 14 19 14 10 87 34 19 21 10 9 9 8 24 15 20 19 19 17 10 9 40 42 15 22 8 12 8 37 19 7 dd 7 30 27 33 19 60 25 22 31

-.9 +2.0 +1.1 +.8 -1.9 -.2 +.3 -.4 +.4 -1.1 +1.1 -4.3 +1.6 +.4 -1.4 +1.2 +.8 +1.5 +5.2 +1.5 -1.4 +2.5 +1.9 +1.7 +1.5 +.7 +2.0 +3.2 -.9 +2.1 +1.3 +1.2 +2.6 +1.9 +7.5 +1.1 -.3 +2.0 +1.0 +.9 -1.6 +3.7 +.7 +2.0 -.9 +.1 -5.1 +.1 -4.4 -5.6 -1.4 +1.4 +1.4 +2.1 +.4 +.8 -.6 +.3 +1.5 +1.7 +3.4 +1.9 -1.3 -.3 -2.5 +.8 -1.0 +4.6 -1.9 +4.1 +.9 -.6 +2.1 -1.6 +2.2 -.6 +5.3 -1.1 +2.2 +2.3 +2.6 -2.1 +3.9 +3.6 +3.8 -.8 +2.9 -.1 -.2 +1.8 +.7 -1.6 +2.5 +3.1

WK - PCT RETURN RNK CHG YTD 3YR 5YR OBJ 1YR +.03 +9.4 +.01 +10.0 -.01 +5.7

+6.9 +5.3 +3.1

+.52 +16.3 +5.5 +9.2 +11.3 +17.0 +16.8 +17.1 +12.5 +12.5 +11.5 +9.4 +2.4 +17.8 +17.9 +15.1 -.11 +16.6 +.25 +13.6 -.12 +13.7 +.04 +10.5 +.01 +12.0 +.05 +13.7 +.20 +14.9 +.23 +16.5 +5.6 +.08 +13.3 +.01 +8.4 +.01 +9.1 +.01 +9.7 +.02 +10.8 +.02 +11.8 +.01 +12.1 -.04 +9.8 -.04 +9.9 -.02 +18.3 +19.2 -.01 +18.9 -.01 +19.0 +.18 +14.0 -.23 +13.4 -.05 +17.4 -.19 +10.9 -.06 +8.5 +5.9 +5.9 +.03 +9.6 +.03 +9.7 +.02 +18.3 +.12 +15.7 +.73 +18.1 +.03 +8.1 +.07 +18.6 +.07 +18.6 -.20 +15.3 +.01 +11.1 +.02 +11.2 +.07 +10.0 +2.6 +.08 +16.7 +.12 +16.5 +6.1 +.41 +16.3 -.01 +5.2 +.05 +16.6 +.01 +16.3

+13.9 +4.2 +7.1 +8.9 +19.8 +21.1 +19.9 +9.8 +9.9 +8.2 +13.5 -3.2 +16.9 +17.0 +9.9 +13.8 +11.1 +7.7 +12.3 +13.5 +9.2 +10.6 +12.6 +4.9 +10.7 +7.5 +8.1 +8.6 +9.9 +10.7 +10.6 +9.1 +9.1 +18.4 +20.5 +19.9 +20.0 +11.9 +7.9 +10.7 +8.9 +5.1 +3.1 +3.2 +8.8 +8.9 +14.7 +12.2 +18.2 +5.2 +20.6 +20.7 +9.6 +9.7 +9.8 +6.7 +1.6 +11.4 +13.3 +3.3 +13.7 +2.2 +7.5 +14.0

LB XY CA MA LG LG LG MA MA HY CH BB LG LG CV LG LB FG EM PJ LV LV MB BL AL TD TE TG TH TI TJ FB FB LG LG LG LG LB FG FG FB FV CI CI MV MV LG MB LG EB LG LG FG MA MA SV CS SB LG PI LB CI MV WS

2 4 4 5 4 3 4 3 3 5 2 2 4 4 1 5 3 3 2 1 3 1 3 1 2 5 5 5 5 5 5 2 2 3 5 5 5 4 3 1 2 2 1 1 4 4 4 1 4 5 5 5 2 4 4 2 3 1 5 2 3 2 3 2

+.10 +18.8 +.09 +18.4 +.11 +18.9 +7.0 +6.5 +7.0 +6.1

+15.4 +10.6 LG +14.6 +9.8 LG +15.7 +10.9 LG NA NA MU +4.1 +2.4 MU +5.1 +3.5 MU +3.3 +3.2 PI

4 4 3 4 5 4 2

-.21 +.20 -.35 -.12 +.28 -.25 -.07 -.06

+8.4 +4.1 -3.6 +11.3 +18.8 -1.8 +24.3 +24.0

5 1 3 3 1 1 1 4

+.01 +.02 +.52 +.08 +.52 +.04 +.04 +.02 +.11 +.05 +.05 +.05

+11.1 +22.2 +5.2 +7.6 +15.0 +9.7 +23.0 +23.9

+.09 +10.7 -.02 -.03 +.13 +.13 +.13 -.13 -.09 +.01 +.01

+6.7

+10.6 +3.2 +4.8 +5.6 +13.7 +14.7 +13.8 +7.3 +7.4 +5.1 +5.6 -10.0 +12.3 +12.5 +4.3 +9.4 +7.7 +2.8 +2.8 +6.5 +6.9 +6.7 +7.8 +3.3 +6.9 +5.1 +5.4 +5.6 +6.2 +6.6 +6.5 +1.6 +1.6 +12.6 +14.6 +14.2 +14.3 +7.7 +2.7 +5.5 +1.8 -0.4 +3.2 +3.0 +5.9 +6.0 +11.0 +7.9 +13.7 +3.7 +15.2 +15.3 +4.8 +7.4 +7.5 +5.4 +1.5 +7.2 +9.0 +3.3 +10.0 +2.9 +4.7 +7.8

+6.6 +5.7 -8.9 +10.3 +18.4 -8.4 +18.6 +16.6

SH CC EE SH SH EE ST ST

+4.2 IH

1 1 4

+2.7 +4.3 MC +2.0 +3.1 ML +5.2 +1.2 IB +5.4 +1.5 IB +5.6 +1.6 IB +6.0 -0.2 WS +16.0 +11.7 LG +7.8 +3.1 CA +7.8 +3.3 CA +7.1 +2.6 CA +2.2 +2.9 SL +9.6 +5.3 WS +8.7 +4.5 WS +9.8 +5.6 WS +4.9 -0.2 ES +7.7 +3.4 WS +8.0 +3.7 WS +7.9 +4.4 XM +12.7 +9.5 LB +9.8 +10.0 SU

1 5 2 2 2 5 2 3 3 3 1

+.12 +15.9

+13.9

+9.4 LB

+.24 +12.1

+8.4

+5.3 SB

+.32 +13.2

+9.1

+5.7 SB

+.20 +6.5

-.6

+0.2

-.02 -.05 -.05 -.05 -.02 +.01 -.02 +.24 +.19

+6.0 +4.4 +2.6 +2.7 +2.8 +4.0 +18.7 +9.9 +10.0 +9.5 +4.5 +11.8 +11.3 +11.9 +8.9 +12.6 +12.7 +12.3 +18.5 +16.9

+4.7 HY +6.1 LV +3.1 PI

+.16 +17.3

+18.6 +13.4 LG

+.14 +13.5

+9.9

+4.6 FG

+.17 +20.4

+14.1

+8.7 LB

2.89 1.00 .45e .60 1.32 5.44 3.28 .84 .85a 2.20 1.04 .56 3.44

4.00 2.12 1.26 1.10 6.48f 2.92 2.00f .94 1.88 1.24f 2.44 3.20 1.60 .68 .50 3.80f 1.04 .76 3.00 1.44 2.24 .56 4.12 1.12 1.00f 2.68 1.60 .56f 1.20 3.40 4.40 .80 1.60f .16 1.48 3.50f 8.80 .25 2.20f 4.20f 4.00 .48 2.32 3.00 1.51 .20 2.12 1.92f 1.82f 1.92 .48 1.32 1.84 2.28 4.64

52-WEEK HIGH LOW

44.14 115.20 79.61 162.81 245.08 372.06 147.42 32.23 27.08 47.35 22.57 46.22 200.77 55.42 109.60 73.74 71.96 139.34 74.81 17.59 94.82 76.58 48.82 215.43 174.34 46.26 22.06 355.88 131.74 16.53 262.32 271.34 61.05 249.39 146.10 158.69 372.61 88.83 127.08 59.59 86.78 154.36 152.95 56.20 25.10 272.14 589.32 27.74 37.32 119.24 163.68 82.24 25.07 148.99 40.33 30.80 129.03 125.92 74.98 21.91 93.77 137.39 18.74 21.25 83.28 64.99 32.74 38.00 259.58 36.10 190.00 209.50 83.86 46.71 55.77 71.27 203.89 358.63 54.30 118.23 116.63 180.77 31.66 246.07 60.95 41.99 24.20 88.45 140.48 100.20 232.44 41.00 269.85 63.68 159.57 206.39

30.56 90.37 60.32 94.81 151.70 255.09 101.30 23.72 18.06 20.98 11.57 31.36 123.24 40.54 76.84 44.56 55.41 90.52 35.59 12.09 63.76 37.73 37.47 158.09 123.48 35.35 15.94 225.65 83.64 11.12 173.80 176.11 44.52 104.64 97.65 117.75 268.62 57.00 85.15 42.36 69.69 105.94 121.85 37.55 19.61 182.61 430.24 15.38 30.22 91.11 120.20 55.17 16.20 120.11 28.30 24.51 80.65 90.55 51.34 13.66 53.21 99.36 14.29 14.62 47.08 26.96 22.44 21.45 158.76 22.74 119.38 122.64 59.16 33.48 37.29 48.07 145.95 241.18 42.06 84.75 73.94 133.78 21.62 134.28 34.39 20.02 12.57 45.47 100.62 74.30 150.75 27.03 171.89 46.64 104.53 153.13

WK WK LAST CHG %CHG

NAME

DIV

52-WEEK HIGH LOW

WK WK LAST CHG %CHG

NAME

35.66 102.93 66.36 158.81 191.66 272.36 126.63 32.12 19.91 21.38 16.59 34.64 190.60 54.95 107.46 48.40 71.28 138.32 57.25 14.15 93.42 40.30 47.84 205.77 172.81 41.43 18.31 251.83 90.85 13.36 214.79 267.74 59.32 131.94 141.30 149.05 344.00 77.71 124.68 46.19 84.93 135.15 148.79 42.99 22.07 254.13 496.54 20.64 31.73 109.82 137.81 78.30 17.98 140.09 39.95 26.64 109.70 116.91 56.63 17.15 83.83 137.65 18.73 20.53 47.77 30.31 24.26 22.51 246.76 26.24 166.39 176.80 61.71 37.39 53.55 63.48 202.71 350.14 53.54 99.63 86.50 167.90 27.66 235.78 34.53 21.56 12.98 47.96 133.68 98.18 223.98 38.29 260.10 56.05 156.60 205.29

McKesson Medtrnic Merck MetLife MettlerT Microchp MicronT Microsoft MidAApt Mohawk MolsCoorB Mondelez MonstrBv s Moodys MorgStan Mosaic MotrlaSolu Mylan NV NRG Egy Nasdaq NOilVarco NektarTh NetApp Netflix s NewellBr NewmtM NewsCpA NewsCpB NextEraEn NiSource s Nielsen plc NikeB s NobleEngy Nordstrm NorflkSo NorTrst NorthropG NorwCruis Nucor Nvidia OReillyAu OcciPet Omnicom ONEOK Oracle PNC PPG s PPL Corp PVH Corp Paccar PackAmer ParkerHan Paychex PayPal n Pentair PeopUtdF PepsiCo PerkElm Perrigo Pfizer PhilipMor Phillips66 PinWst PioNtrl PriceTR PrinFncl ProLogis ProctGam ProgsvCp Prudentl PSEG PubStrg PulteGrp Qorvo Qualcom QuantaSvc QstDiag RLauren RJamesFn Raytheon RltyInco RedHat RgcyCtrs Regenrn RegionsFn RepubSvc ResMed RobtHalf RockwlAut Rollins s Roper RossStrs s RylCarb S&P Glbl SBA Com SLGreen

1.56 2.00 2.20 1.76f

11 59 31 11 54 45 3 29 21 11 9 14 33 29 9 35 30 5 56 23 dd 9 21 cc dd 27 dd ... 15 36 dd 64 dd 13 20 15 33 13 10 25 26 38 16 47 55 12 21 14 10 11 12 20 33 74 11 13 15 36 21 17 16 7 22 cc 19 12 28 26 33 10 21 27 19 38 dd 25 19 16 12 26 41 cc 25 14 11 40 37 21 23 38 34 25 16 34 cc 34

149.43 100.15 84.27 50.40 819.50 103.27 62.55 134.24 118.69 228.49 71.04 54.77 66.38 197.73 51.53 37.37 164.27 42.50 43.66 97.47 49.08 69.76 88.08 423.21 28.00 38.63 16.35 16.68 208.47 28.89 32.07 90.00 37.76 67.75 211.46 115.61 325.28 59.71 68.84 292.76 414.63 86.60 84.35 71.99 55.53 147.23 121.29 32.88 164.01 73.00 119.35 193.19 88.43 117.45 46.00 19.37 134.71 103.00 80.66 46.47 92.74 123.97 99.81 195.00 127.05 61.12 80.00 110.95 84.30 106.64 61.63 247.63 33.09 86.50 90.34 41.00 116.49 147.79 97.97 210.89 74.14 186.36 69.01 442.00 19.99 87.49 120.00 79.91 198.23 43.91 369.95 104.35 133.60 229.00 227.47 106.54

133.13 +2.85 97.50 +.39 82.78 +.32 48.81 +.48 791.06 +.18 83.19 -.48 32.66 -1.33 132.45 +1.05 117.79 +.46 152.29 +5.34 54.00 -2.97 55.05 +1.03 61.33 -4.59 192.30 +2.39 42.82 +.12 22.36 +.21 160.35 -3.23 17.02 -.38 34.78 +.05 95.71 +.02 20.00 -.85 33.40 +.40 60.98 -.32 339.73 -21.14 14.50 -.07 35.93 +.26 11.83 +.11 12.21 +.14 206.96 +2.57 28.75 +.21 23.06 +.31 83.44 +.03 19.73 -.96 32.61 +.94 194.74 -8.30 87.17 -.50 309.43 -8.86 54.28 +1.69 51.70 +.86 144.64 -.86 387.96 +5.70 49.31 +1.47 79.36 +.05 64.46 -1.53 53.28 +.02 135.21 +2.33 116.55 +2.56 31.45 +.43 88.05 -.32 70.02 -.20 95.32 -.38 164.21 -1.33 86.68 -.92 116.17 +2.15 35.62 -.82 16.34 +.36 132.73 -.74 92.94 +.02 43.18 -.84 42.76 -.16 77.20 -.97 85.59 +.07 97.48 -.20 141.58 -3.40 105.94 +1.01 55.91 +.54 79.96 +2.30 111.20 +2.43 81.96 -1.22 99.23 -.19 60.96 +.95 243.31 +.10 32.85 +.21 61.50 -2.88 68.72 +.03 37.78 +.48 101.03 +1.69 112.13 +1.25 82.56 -1.19 177.35 -8.56 73.27 +.62 185.20 -.24 68.87 +1.40 305.24 -1.48 14.59 +.71 86.99 +.20 118.09 +.69 56.25 +2.41 156.53 -.60 37.65 -.84 364.62 -.75 100.97 +2.07 124.13 +3.16 224.90 +.23 226.50 +6.00 87.54 -1.00

SVB FnGp Salesforce Schlmbrg Schwab SeagateT SealAir SempraEn Sherwin SimonProp SkywksSol SmithAO s Smucker SnapOn SouthnCo SwstAirl StanBlkDk Starbucks s StateStr Stryker SunTrst Symantec Synchrony Synopsys Sysco TE Connect TJX TakeTwo Tapestry Target Technip Teleflex TexInst Textron ThermoFis 3M Co Tiffany Torchmark TotalSys TractSupp TransDigm Travelers TripAdvis Twitter Tyson UDR UltaBeauty UndrArm s UnAr C wi UnionPac UtdContl UPS B UtdRentals US Bancrp UtdTech UtdhlthGp UnivHlthS UnumGrp VF Corp ValeroE VarianMed Ventas Verisign Verisk VerizonCm VertxPh ViacomB Visa s Vornado VulcanM WEC Engy Wabtec WalMart WalgBoots WsteMInc Waters Wellcare WellsFargo Welltower WDigital WstnUnion WestRck Weyerhsr Whrlpl WmsCos WillisTwW Wynn XcelEngy Xerox rs Xilinx Xylem YumBrnds ZimmerBio ZionsBcp Zoetis

+.17 +.64 +1.64 -2.09 +1.85 +1.24 -1.78 +.39 +.20 -.25 +.34 -.01 -7.61 -.02 +1.54 -3.49 +1.52 +.31 +.70 +.17 +.91 +.21 +.84 +8.47 +.55 -.62 -.03 +2.96 +3.46 +.24 -3.41 +2.82 -.28 +.14 +2.56 -2.09 +8.51 -3.12 -.67 +.16 -.17 +1.84 -2.53 -1.98 +.12 -3.34 -2.50 +.06 +.54 +.66 +2.42 -1.10 -.02 +1.54 +.84 -.10 +.28 -.59 +.64 +.44 +1.70 +2.74 +.40 -.60 -.41 +1.57 +.33 -.19 -9.61 -.32 -.59 -8.78 +.72 -.13 +.19 +.71 +2.66 -5.09 -.30 +2.87 +7.28 +2.14 +1.38 -4.52 -.90 +1.13 -.33 +.97 +1.16 -1.00 -6.65 +.33 -5.70 -.48 -1.20 -.19

+.5 +.6 +2.5 -1.3 +1.0 +.5 -1.4 +1.2 +1.0 -1.2 +2.1 -3.8 +1.5 -6.7 +2.2 +.2 +1.2 +1.2 +1.0 +.5 +1.8 +4.3 +.3 -1.5 -.2 +1.2 +4.0 +1.8 -1.6 +1.1 -.5 +.1 +1.8 -1.4 +2.5 -3.9 -.5 +.3 -.2 +1.4 -1.7 -4.4 +.5 -1.3 -.5 +.3 +1.7 +.6 +1.8 -1.4 -.1 +1.1 +2.1 -.4 +.3 -.5 +1.1 +2.6 +2.1 +2.0 +2.2 -2.8 -.9 +5.5 +1.4 -.8 -3.7 -1.2 -.4 -4.7 +1.2 -.3 +.4 +1.1 +1.3 -1.4 -.6 +3.0 +9.2 +1.3 +5.3 -1.9 -2.5 +5.5 -2.5 +2.1 +.9 -1.0 -2.9 +.9 -2.1 -.8 -.8 -.1

FRI WK - PCT RETURN RNK NAME NAV CHG YTD 3YR 5YR OBJ 1YR Heartland SelValInv m 25.36 -.01 +11.8 +11.6 +6.7 LV 3 Hodges Retail m 35.14 +.39 +18.3 +4.3 +1.5 MG 5 INVESCO ComStkA m 24.00 +.08 +12.0 +11.4 +5.8 LV 5 CptlIncA m 10.20 +.01 +7.4 +4.4 +3.4 CA DevMktsA m 42.00 +.11 +11.2 +11.8 +1.8 EM DevMktsY 41.42 +.12 +11.3 +12.1 +2.1 EM DiversDivA m 19.85 +.09 +14.2 +6.9 +6.9 LV 1 EqandIncA m 10.11 +.04 +11.3 +8.2 +5.3 MA 5 GlbA m 86.07 -.03 +17.3 +14.5 +7.3 WS GlbAllcA m 17.64 +8.7 +5.3 +3.3 IH GoldSpecMnralA m16.22 +.35 +12.5 -1.5 0.0 SP HYMuniA m 10.20 -.02 +6.1 +4.0 +6.0 HM 3 IntlGrA m 32.12 -.10 +14.8 +6.6 +1.8 FG 1 IntlGrY 39.15 -.18 +12.9 +5.7 +1.3 FG 5 LtdTrmGvtA m 4.38 +2.3 +1.2 +1.1 GS MnStrA m 47.16 +.30 +19.0 +11.4 +9.2 LB 1 IVA WldwideI d 16.92 -.02 +6.2 +5.9 +2.8 IH 4 Ivy GlbGrA m 43.60 +14.3 +11.0 +5.1 WS 4 JPMorgan CPBondR6 8.37 +.01 +5.8 +3.2 +3.4 PI 1 CoreBondI 11.72 +.01 +5.2 +2.4 +2.9 CI 2 CoreBondR6 11.74 +.01 +5.4 +2.6 +3.1 CI 1 EqIncI 17.96 +.06 +14.2 +12.3 +9.2 LV 1 HighYieldR6 7.20 +.03 +8.7 +6.5 +3.8 HY 2 MCapValA m 37.47 +.12 +16.2 +8.2 +6.8 MB 2 MCapValL 38.42 +.13 +16.5 +8.7 +7.3 MB 2 USLCpCrPlsI 27.36 +.01 +15.2 +13.0 +9.1 LB 4 USRsrchEnhEqR627.16 +.10 +15.7 +13.4 +9.2 LB 2 Janus Henderson BalancedT 34.38 +.08 +11.6 +11.9 +7.7 MA 1 EnterpriseT 134.46 +.14 +23.5 +18.1 +14.0 MG 1 FlexibleBondT 10.30 +5.2 +2.0 +2.2 PI 5 GlobalLifeSciT 55.99 +.02 +11.4 +11.1 +10.7 SH 2 John Hancock BdR6 15.93 +6.5 +3.8 +3.5 PI 1 DiscpValI 19.80 +.06 +10.6 +10.6 +6.6 LV 4 DiscpValMCI 20.56 +.03 +17.3 +9.2 +7.8 MB 3 FdmtlLgCpCorA m44.24 +.26 +19.5 +12.1 +8.6 LB 4 IntlGrI 26.72 -.06 +12.8 +10.4 +6.2 FG 4 MltMgLsBlA b 14.28 +.01 +10.5 +7.9 +4.7 MA 4 MltmgrLsGr1 b 14.72 +.01 +11.9 +9.4 +5.4 AL 4 Lazard EMEqInstl 17.15 -.01 +6.8 +7.8 -1.0 EM 2 GlbLtdInfrsIns 15.39 +.04 +14.5 +13.4 +10.6 XO 4 IntlStratEqIns 14.47 -.09 +12.3 +8.4 +2.3 FG 2 Leuthold CorInvmRetail d 18.39 +.03 +5.6 +6.0 +3.9 TV 3 Loomis Sayles BdInstl 13.54 +.03 +6.7 +4.7 +2.2 MU 4 GrY 16.91 +.09 +18.3 +16.9 +14.0 LG 1 Lord Abbett AffiliatedA m 14.76 +.06 +12.7 +10.8 +7.7 LV 2 BdDebA m 8.00 +.02 +9.4 +7.0 +4.8 MU FltngRtF b 8.89 -.01 +5.0 +4.6 +3.6 BL 4 ShrtDurIncA m 4.21 +3.5 +2.8 +2.3 CS 2 ShrtDurIncC m 4.23 +2.9 +2.1 +1.6 CS 4 ShrtDurIncF b 4.21 +.01 +3.5 +2.9 +2.4 CS 1 ShrtDurIncI 4.20 +3.3 +2.9 +2.4 CS 2 MFS GrA m 108.36 +.05 +22.7 +18.8 +14.0 LG 1 GrI 115.56 +.05 +22.9 +19.1 +14.2 LG 1 InstlIntlEq 25.76 -.02 +15.1 +12.0 +4.2 FG 1 TtlRetA m 18.94 +.05 +11.1 +7.1 +5.7 MA 1 ValA m 41.02 +.17 +16.5 +10.0 +8.1 LV 1 ValI 41.27 +.17 +16.7 +10.3 +8.3 LV 1 Mairs & Power BalInv 95.80 +.41 +11.0 +8.0 +6.3 MA 1 GrInv 121.70 +.36 +14.3 +10.2 +8.4 LB 1 MassMutual SelectMdCpGrI 22.92 +.15 +21.3 +15.6 +12.2 MG 2 Matthews AsianGrIncInv 15.13 -.01 +8.7 +4.8 +1.6 PJ 1 ChinaInv 16.36 +.19 +13.8 +17.4 +7.1 CH 4 Meridian ContrarianLgcy d 35.17 +.10 +13.8 +14.7 +9.1 MB 4 GrLegacy d 38.81 +.21 +17.0 +14.5 +10.7 SG 3 Metropolitan West TtlRetBdI 10.82 -.01 +5.6 +2.6 +2.8 PI 1 TtlRetBdM b 10.82 -.01 +5.4 +2.3 +2.6 PI 2 TtlRetBdPlan 10.18 -.01 +5.5 +2.7 +2.9 PI 1 Northeast Investors NorthstInvTrust 4.28 -.01 +2.3 +5.7 -2.2 HY 5 Northern IntlEqIdx d 11.92 -.07 +10.8 +8.7 +1.6 FB 2 StkIdx 33.49 +.17 +16.2 +13.8 +10.5 LB 2 Nuveen HYMuniBdA m 17.73 -.05 +7.5 +5.1 +6.7 HM 1 HYMuniBdI 17.73 -.05 +7.6 +5.3 +6.9 HM 1 IntermDrMnBdI 9.42 -.01 +4.7 +2.8 +3.6 MI 2 Oakmark EqAndIncInv 29.57 +.04 +10.0 +8.5 +4.6 MA 5 IntlInv 22.01 -.06 +7.6 +8.7 +0.4 FB 5 Inv 77.03 +.17 +12.8 +12.0 +7.4 LB 5 SelInv 39.51 +.13 +15.5 +5.9 +3.3 LB 5 Old Westbury GlbSmMdCpStrat14.90 +.11 +13.7 +8.2 +5.4 SW 3 LgCpStrats 14.39 +.05 +13.8 +9.2 +5.8 WS 3 StratOpps 7.37 -.01 +9.0 +6.7 +3.3 IH 4 Osterweis StrInc 11.15 +.03 +4.6 +5.6 +3.5 HY 5 PGIM Investments TtlRetBdZ 14.61 +6.7 +3.9 +3.9 PI 1 PIMCO AlAstInstl 11.48 -.07 +6.3 +6.8 +2.5 TV HYInstl 8.83 +.02 +9.2 +6.9 +4.5 HY 1 IBdUSDHI 11.06 +5.0 +4.5 +4.9 WH IncA m 12.09 +.03 +4.8 +5.9 +4.8 MU IncC m 12.09 +.03 +4.4 +5.1 +4.0 MU IncI2 12.09 +.03 +4.9 +6.2 +5.1 MU IncInstl 12.09 +.03 +4.9 +6.3 +5.2 MU InvtGrdCdtBdI 10.54 +.01 +8.3 +4.8 +4.7 TW LowDrInstl 9.80 -.02 +2.7 +2.0 +1.5 CS 3 RlRetInstl 11.01 -.10 +5.4 +2.3 +1.5 IP ShrtTrmIns 9.79 -.01 +1.5 +2.5 +1.9 UB 5 TtlRetA m 10.28 -.02 +5.0 +2.8 +2.6 PI 3 TtlRetIns 10.28 -.02 +5.2 +3.2 +3.0 PI 2

1.46f 1.84 3.84 1.64 1.04 2.00 1.20 .20f 2.28 .12 1.88f .20 1.92f .92 .56 .20 .20 5.00 .80 1.40 .88 .48f 1.48a 3.44f 2.40 5.28f 1.60 .64 3.12 2.60 3.46f .96f 3.80 1.92 1.65 .15 1.28 3.16 3.52f 2.48f .72 .71f 3.82f .28 .76 1.44 4.56 3.60f 2.95 .64f 3.04 2.16 2.12f 2.87 .10e 4.00 1.88f 6.80 .44 2.48 .16 2.12 2.75f .88f 3.77 2.71f 2.34 .56 1.88 1.48f 1.24 3.88 .42 1.85 1.02 2.80 2.28f 3.40

106.11 81.66 59.80 37.76 500.74 60.70 28.39 93.96 91.21 109.35 53.41 38.79 47.74 129.26 36.74 20.81 108.25 16.63 29.90 75.49 20.14 29.22 54.50 231.23 13.04 29.06 10.65 10.85 159.15 24.18 20.53 66.53 17.11 30.55 138.65 75.96 223.63 39.36 47.13 124.46 270.97 47.00 65.85 50.26 42.40 108.45 94.37 26.97 82.51 53.43 77.90 140.82 61.32 74.66 34.72 13.66 102.27 71.31 36.28 35.73 64.67 78.44 75.69 119.08 84.59 40.42 55.21 75.39 56.71 75.61 49.23 193.89 20.64 54.74 49.10 27.90 78.95 95.63 69.11 144.27 52.67 115.31 55.38 295.27 12.39 67.48 90.64 52.79 141.46 33.75 245.59 75.91 89.48 156.68 146.13 76.77

+2.2 +.4 +.4 +1.0 -.6 -3.9 +.8 +.4 +3.6 -5.2 +1.9 -7.0 +1.3 +.3 +.9 -2.0 -2.2 +.1 -4.1 +1.2 -.5 -5.9 -.5 +.7 +.9 +1.2 +1.3 +.7 +1.4 -4.6 +3.0 -4.1 -.6 -2.8 +3.2 +1.7 -.6 +1.5 +3.1 +.1 -2.3 +1.8 +2.2 +1.4 -.4 -.3 -.4 -.8 -1.1 +1.9 -2.3 +2.3 -.6 -1.9 -.4 -1.2 +.1 -.2 -2.3 +1.0 +1.0 +3.0 +2.2 -1.5 -.2 +1.6 +.6 -4.5 +1.3 +1.7 +1.1 -1.4 -4.6 +.9 -.1 +2.1 -.5 +5.1 +.2 +.6 +4.5 -.4 -2.2 -.2 +2.1 +2.6 +.1 +2.7 -1.1

FRI WK - PCT RETURN RNK NAME NAV CHG YTD 3YR 5YR OBJ 1YR PRIMECAP Odyssey AgrsGr 43.42 +.07 +13.4 +18.1 +12.5 MG 5 Gr 38.05 +.06 +9.6 +16.7 +11.5 LG 5 Stk 32.21 +.22 +12.0 +14.3 +10.3 LB 5 Parnassus CorEqInv 46.40 +.40 +19.3 +13.9 +10.4 LB 1 Pioneer Am 28.86 +.18 +16.8 +14.5 +10.0 LB 1 CorEqA m 18.55 +.09 +16.4 +13.5 +8.5 LB 4 Putnam DiversIncA m 6.93 +.02 +6.7 +6.7 +2.2 NT 4 EqIncA m 24.08 +.08 +14.2 +11.5 +7.5 LV 3 GlbUtlsA m 9.71 -3.55 NA NA NA SU IncA m 7.07 +.01 +6.6 +4.5 +2.6 PI 3 SustLeadersA m 91.34 +.37 +22.6 +19.2 +12.7 LG 1 Royce LowPricedStkSvc m6.93 +9.5 +8.7 +0.7 SB 4 SmlrCoGrSvc m 7.86 -.01 +17.5 +12.1 +6.4 SG 4 SpecEqInvm d 17.75 -.12 +1.8 +6.7 +3.4 SV 2 Schwab FdmtlUSLgCIdx 16.56 +.10 +13.8 +10.9 +8.1 LV 3 HC 24.11 +.08 +5.1 +9.1 +8.9 SH 2 IntlIdx 19.41 -.10 +10.7 +8.9 +1.7 FB 2 SP500Idx 44.54 +.23 +16.3 +13.9 +10.5 LB 2 Schwab1000Idx 65.04 +.33 +16.6 +13.8 +10.1 LB 2 TtlStkMktIdx 50.69 +.25 +16.3 +13.6 +10.0 LB 3 Segall Bryant & Hami PlusBdRtl 10.72 +5.5 +3.0 +3.2 PI 3 State Farm Gr 83.27 +.35 +14.3 +10.9 +8.3 LB 1 T. Rowe Price BCGr 113.25 +.34 +17.9 +20.4 +14.7 LG 3 Comm&TeInv 114.93 +.86 +22.8 +19.4 +14.7 SC 1 CptlAprc 30.63 +.10 +15.5 +11.5 +10.1 MA 1 DivGr 48.88 +.13 +18.3 +14.0 +11.4 LB 1 EMBd 11.73 +.08 +9.1 +5.1 +3.9 EB 3 EMStk 41.33 +.06 +10.3 +12.1 +4.4 EM 2 EmergEurope 15.08 +.10 +16.3 +11.1 -2.3 MQ 2 EqIdx500 77.20 +.41 +16.2 +13.7 +10.3 LB 2 EqInc 30.85 +.15 +13.6 +10.7 +6.4 LV 3 FinclSvcs 26.14 +.04 +15.9 +16.1 +9.3 SF 1 GrStk 66.97 +.34 +17.3 +18.5 +13.5 LG 4 HY 6.54 +.02 +9.0 +6.8 +4.0 HY 1 HlthSci 75.01 -.21 +11.9 +12.5 +12.4 SH 3 InsLgCpGr 41.10 +.15 +15.1 +21.7 +15.0 LG 3 InsMdCpEqGr 58.96 +.55 +22.1 +16.7 +13.4 MG 1 InsSmCpStk 24.59 +.23 +21.1 +16.0 +10.5 SG 1 IntlDiscv 62.03 -.29 +11.8 +10.0 +6.2 FR 3 IntlStk 16.79 -.08 +12.2 +9.1 +3.3 FG 3 IntlValEq 13.00 -.08 +7.7 +3.9 -1.5 FV 3 LatinAmerica 24.62 +.13 +12.0 +13.5 +0.6 LS 4 MdCpGr 92.50 +.83 +21.1 +16.0 +12.7 MG 2 MdCpVal 26.58 +.03 +8.9 +7.6 +6.0 MV 4 NewHorizons 61.59 +.47 +27.8 +23.9 +15.8 MG 1 NewInc 9.54 +5.7 +2.4 +2.7 CI 2 OverseasStk 10.06 -.07 +8.2 +8.0 +1.5 FB 4 QMUSSmCpGrEq 37.21 +.09 +19.4 +14.6 +10.5 SG 2 RlEstt 29.14 +.11 +18.4 +5.0 +7.1 SR 5 Rtr2015 14.24 +.02 +9.5 +7.5 +5.0 TD 3 Rtr2020 21.59 +.04 +10.5 +8.5 +5.6 TE 3 Rtr2025 17.18 +.03 +11.3 +9.4 +6.0 TG 3 Rtr2030 25.01 +.05 +12.2 +10.2 +6.5 TH 3 Rtr2035 18.33 +.04 +12.7 +10.8 +6.7 TI 3 Rtr2040 26.08 +.05 +13.2 +11.3 +6.9 TJ 2 Rtr2045 17.77 +.04 +13.5 +11.4 +7.0 TK 3 Rtr2050 14.98 +.03 +13.5 +11.4 +7.0 TN 2 SciandTech 37.31 +.33 +18.9 +19.0 +15.0 ST 5 ShrtTrmBd 4.72 +2.7 +1.9 +1.5 CS 3 SmCpStk 49.93 +.46 +21.0 +15.7 +10.2 SG 1 SmCpVal 45.84 +.45 +15.0 +11.9 +7.2 SB 1 SpectrumInc 12.46 +.02 +6.7 +4.4 +3.2 MU 2 TFInc 10.18 -.01 +4.6 +2.4 +3.6 ML 4 Val 35.37 +.10 +15.7 +11.1 +7.4 LV 2 TCW EMIncIns 8.23 +.03 +9.6 +6.5 +3.8 EB 1 TtlRetBdI 9.97 +4.8 +2.4 +2.8 PI 2 TIAA-CREF BdIdxIns 10.92 +5.0 +2.1 +2.8 CI 2 EqIdxIns 21.16 +.10 +16.3 +13.7 +10.1 LB 3 IntlEqIdxIns 18.75 -.09 +10.8 +8.9 +1.9 FB 2 LgCpGrIdxIns 32.59 +.17 +19.2 +17.5 +13.3 LG 2 LgCpValIdxIns 19.59 +.10 +13.8 +10.0 +7.2 LV 2 Thornburg LtdTrmMnI 14.43 +2.7 +1.4 +1.8 MS 1 Thrivent LgCpStkA m 25.27 +.01 +12.4 +10.1 +5.8 WS MidCpStkA m 23.05 +.12 +14.7 +13.5 +10.2 MB MnBdA m 11.37 -.02 +4.5 +1.9 +3.2 ML Torray Torray 48.70 -.08 +12.6 +7.2 +6.0 LV 3 Tweedy, Browne GlbVal d 27.47 +.21 +10.4 +9.0 +3.6 FV 1 USAA Gr 30.68 +.14 +18.8 +15.9 +12.6 LG 2 Inc 13.18 +.01 +6.7 +3.5 +3.4 PI 1 PrcMtlsMnral 12.99 +.19 +11.4 -4.2 -2.3 SP 3 TEIntermTrm 13.53 -.02 +4.5 +2.5 +3.3 MI 2 VALIC Co I StkIdx 41.21 +.22 +16.1 +13.5 +10.2 LB 2 Vanguard 500IdxAdmrl 267.62 +1.40 +16.3 +13.9 +10.5 LB 2 500IdxInv 267.57 +1.39 +16.2 +13.8 +10.4 LB 2 BalIdxAdmrl 36.69 +.11 +11.9 +9.2 +7.3 MA 1 BalIdxIns 36.70 +.12 +11.9 +9.2 +7.3 MA 1 CAITTxExAdm 11.98 -.01 +4.4 +2.4 +3.4 MF 1 CptlOppAdmrl 145.71 +.62 +10.4 +16.6 +11.6 LG 5 DevMIdxAdmrl x13.00 -.21 +10.4 +8.5 +2.0 FB 3 DevMIdxIns x 13.02 -.21 +10.5 +8.5 +2.0 FB 3 DivGrInv x 29.13 -.15 +20.1 +14.2 +11.3 LB 1 EMStkIdxInAdm x33.89 -.15 +7.6 +9.6 +1.5 EM 2 EMStkIdxIns x 25.77 -.11 +7.7 +9.6 +1.5 EM 2 EngyAdmrl 87.50 -.68 +7.8 +1.5 -6.1 EE 1 EqIncAdmrl x 74.34 -.13 +13.4 +11.4 +8.9 LV 1 EqIncInv x 35.47 -.06 +13.3 +11.3 +8.8 LV 1 ExplorerAdmrl 92.66 +.74 +19.1 +16.8 +10.0 SG 2 ExtMktIdxAdmrl x87.78 +.12 +16.6 +12.5 +7.8 MB 3 ExtMktIdxIns x 87.78 +.12 +16.6 +12.5 +7.8 MB 3 ExtMktIdxInsPls x216.62+.29 +16.6 +12.5 +7.8 MB 3 FAWexUSIAdmr x30.66 -.47 +9.7 +9.0 +1.9 FB 2 FAWexUSIIns x 97.20 -1.48 +9.8 +9.0 +1.9 FB 2 GNMAAdmrl 10.45 -.01 +3.4 +1.8 +2.5 GI 3 GNMAInv 10.45 -.01 +3.3 +1.7 +2.4 GI 4

DIV

2.00 .68f 2.52 .64 3.87f 4.52 8.20 1.52 .88 3.40 3.80 2.48f .72f 2.64 1.44 1.88 2.08 2.00 .30 .84 1.56 1.76 .92f 1.35 2.64f .13 1.36 3.08 .08 .76 5.76 2.32f .69 .52 1.40f 24.00 3.28f 1.50 1.37f

3.52f 3.84 1.48 2.94 4.32f .40 1.04 2.04 3.60 3.17 1.00 2.41 .80 1.00 2.64 1.24f 2.36 .48 2.12f 1.76 2.05 1.80 1.68e 2.00 .80 1.82 1.36 4.80f 1.52f 2.60 4.00f 1.62 1.00 1.48f .96 1.68 .96 1.20 .66

52-WEEK HIGH LOW

WK WK LAST CHG %CHG

16 cc 22 16 9 22 21 36 22 11 18 16 15 26 12 31 37 9 33 11 9 9 43 29 11 18 cc 18 15 13 40 19 10 35 23 25 7 32 29 31 16 59 93 15 54 35 47 dd 21 10 17 9 13 19 20 16 1 25 20 33 59 42 45 7 26 6 56 41 28 27 21 63 10 24 26 34 10 19 14 11 11 19 dd 10 39 15 26 cc 54 34 39 22 12 51

333.74 167.56 69.61 56.15 59.93 47.13 136.86 479.64 191.49 103.95 62.99 128.43 189.46 55.95 64.02 155.22 84.05 99.08 199.85 75.08 24.77 35.50 127.91 75.98 98.42 113.28 139.91 54.35 90.39 33.60 321.68 119.32 72.87 288.07 219.75 141.64 91.28 130.62 109.67 489.95 150.61 69.00 46.92 84.30 46.57 359.69 26.73 23.65 180.02 97.85 125.09 173.00 55.56 144.40 287.94 142.22 41.28 97.00 122.42 142.50 66.42 210.06 147.94 61.58 195.81 34.44 172.20 77.59 136.45 84.55 115.40 109.58 86.31 115.42 255.21 324.99 59.53 83.87 83.78 21.37 59.86 37.44 156.51 32.22 189.54 183.37 60.56 35.26 141.60 84.41 109.63 134.55 57.54 112.25

218.18 +5.24 150.01 -11.26 35.93 +.33 41.01 -1.99 44.26 +.70 44.32 -.48 137.76 +3.27 473.65 -.33 162.92 -.47 71.80 +1.65 45.53 +1.70 123.31 -1.22 164.09 +1.65 55.65 +.94 51.82 +1.45 141.51 +3.82 84.24 +1.76 55.36 -1.26 195.47 +1.17 64.57 +1.90 19.36 +.21 33.95 +.17 124.80 +.90 72.25 +.75 90.66 -.25 53.34 +1.42 110.36 -1.29 29.54 -.71 87.79 +.94 22.74 +.16 320.24+14.96 107.31 -3.86 49.45 +.36 285.26 +3.57 166.69 +.08 91.02 +.55 89.17 +.30 127.27 -1.83 106.14 -2.43 472.86 +3.98 150.11 +.58 45.55 +.28 36.15 -1.78 81.91 -.54 46.44 +.30 354.62+16.46 27.07 +1.17 23.85 +.96 166.99 -4.98 87.12 +3.85 101.62 +3.39 122.87 +.64 52.62 -.05 125.30 -6.85 245.37 -1.40 122.75 -.96 33.05 -.46 87.26 +2.55 76.76 +2.03 130.88 +.19 66.76 +2.14 205.20 -1.89 145.83 -.39 58.28 +1.04 170.22 -3.29 29.39 +.31 169.66 -.39 66.20 -2.17 132.59 -1.79 84.31 +1.35 68.00 +.63 109.07 +3.01 52.57 +.60 114.58 +.22 203.20 -5.57 287.10 -1.23 45.59 -.04 82.28 -.95 36.33 -.61 20.09 -.06 36.05 -.37 25.71 +1.92 135.68 +6.94 26.99 -.77 190.33 +3.45 115.61 +4.59 60.03 +1.01 34.42 +.26 105.42 -2.07 81.08 +1.52 109.79 +.72 117.45 -3.28 44.88 +1.24 110.79 +.73

177.70 113.60 34.46 37.83 35.38 30.22 104.88 355.28 159.69 60.12 40.34 91.32 135.29 42.50 44.28 106.41 47.37 53.53 144.75 46.05 17.43 21.78 79.14 59.44 69.84 41.49 84.41 27.93 60.15 18.20 226.02 87.70 43.27 202.83 159.32 73.04 69.68 75.58 73.46 307.36 111.08 42.01 26.19 49.77 36.00 224.43 16.52 15.05 128.08 66.10 89.89 94.28 43.14 100.48 208.07 109.37 26.77 67.18 68.81 101.42 51.80 131.28 102.74 47.13 145.37 23.31 121.60 59.48 82.52 60.46 61.95 82.37 49.31 79.96 167.94 220.63 43.02 56.60 33.83 16.42 32.01 20.52 99.40 20.36 134.50 90.06 41.99 18.58 64.15 60.65 77.09 96.99 38.08 78.90

+2.5 -7.0 +.9 -4.6 +1.6 -1.1 +2.4 -.1 -.3 +2.4 +3.9 -1.0 +1.0 +1.7 +2.9 +2.8 +2.1 -2.2 +.6 +3.0 +1.1 +.5 +.7 +1.0 -.3 +2.7 -1.2 -2.3 +1.1 +.7 +4.9 -3.5 +.7 +1.3 +.6 +.3 -1.4 -2.2 +.8 +.4 +.6 -4.7 -.7 +.7 +4.9 +4.5 +4.2 -2.9 +4.6 +3.5 +.5 -.1 -5.2 -.6 -.8 -1.4 +3.0 +2.7 +.1 +3.3 -.9 -.3 +1.8 -1.9 +1.1 -.2 -3.2 -1.3 +1.6 +.9 +2.8 +1.2 +.2 -2.7 -.4 -.1 -1.1 -1.7 -.3 -1.0 +8.1 +5.4 -2.8 +1.8 +4.1 +1.7 +.8 -1.9 +1.9 +.7 -2.7 +2.8 +.7

FRI WK - PCT RETURN RNK NAME NAV CHG YTD 3YR 5YR OBJ 1YR GlbEqInv 30.09 +.01 +14.7 +12.8 +7.0 WS 3 GrIdxAdmrl 82.73 +.45 +20.1 +15.9 +11.9 LG 3 GrIdxIns 82.74 +.46 +20.1 +16.0 +11.9 LG 2 GrandIncAdmrl x 78.02 -.12 +15.3 +13.3 +10.4 LB 3 HCAdmrl 78.78 -.59 +2.5 +5.9 +8.1 SH 3 HCInv 186.81 -1.41 +2.5 +5.9 +8.0 SH 3 HYCorpAdmrl 5.81 +.02 +9.7 +6.6 +4.6 HY 1 HYTEAdmrl 11.62 -.02 +5.8 +3.7 +4.9 ML 1 InTrBdIdxAdmrl 11.61 +.01 +6.7 +2.5 +3.4 CI 1 InTrInGdAdm 9.86 +.01 +6.6 +3.0 +3.5 TW 1 InTrTEAdmrl 14.35 -.02 +4.5 +2.4 +3.3 MI 1 InTrTrsAdmrl 11.29 +4.7 +1.5 +2.5 GI 1 InflPrtScAdmrl x25.57 -.29 +4.9 +1.9 +1.7 IP 1 InflPrtScIns x 10.42 -.12 +5.0 +1.9 +1.8 IP 1 InsIdxIns x 261.25 +.31 +16.3 +13.9 +10.5 LB 2 InsIdxInsPlus x 261.26 +.30 +16.3 +13.9 +10.6 LB 2 InsTrgRt2020Ins 23.02 +.01 +9.5 +7.7 NA TE 2 InsTtlSMIInPls 62.42 +.31 +16.4 +13.7 +10.1 LB 3 IntlGrAdmrl 89.78 +.12 +13.3 +14.8 +5.8 FG 5 IntlGrInv 28.22 +.04 +13.3 +14.6 +5.7 FG 5 IntlValInv 34.90 -.21 +8.7 +8.8 +0.8 FV 1 LTInGrdAdm 10.43 +.01 +11.0 +4.3 +5.9 CL 2 LTInGrdInv 10.43 +.01 +11.0 +4.2 +5.8 CL 2 LTTEAdmrl 11.81 -.03 +5.5 +3.0 +4.4 ML 1 LfStrCnsrGrInv 20.18 +.02 +8.6 +6.3 +4.9 CA 2 LfStrGrInv 33.64 +.04 +11.9 +9.9 +6.3 AL 2 LfStrModGrInv 27.34 +.02 +10.2 +8.1 +5.6 MA 3 LgCpIdxAdmrl 67.07 +.34 +16.4 +14.0 +10.4 LB 2 LtdTrmTEAdmrl 11.03 -.01 +2.5 +1.7 +1.7 MS 2 MCpGrIdxAdm 63.29 +.17 +23.1 +14.2 +10.1 MG 3 MCpVlIdxAdm 56.75 +.32 +15.6 +9.8 +7.4 MV 2 MdCpGrInv 27.99 +.01 +25.1 +15.4 +10.0 MG 3 MdCpIdxAdmrl 203.61 +.83 +19.4 +12.0 +8.8 MB 1 MdCpIdxIns 44.98 +.18 +19.5 +12.0 +8.8 MB 1 MdCpIdxInsPlus 221.83 +.90 +19.5 +12.0 +8.8 MB 1 PrmCpAdmrl 133.18 +.47 +10.1 +16.7 +11.9 LG 5 PrmCpCorInv 26.02 +.12 +11.2 +14.8 +10.8 LB 4 PrmCpInv 128.48 +.45 +10.1 +16.6 +11.8 LG 5 RlEstIdxAdmrl 127.16 +1.02 +21.1 +6.6 +8.3 SR 2 RlEstIdxInstl 19.68 +.16 +21.2 +6.6 +8.4 SR 2 SCpGrIdxAdm 63.70 +.16 +20.5 +14.9 +9.0 SG 2 SCpValIdxAdm 55.10 +.24 +12.9 +9.2 +6.5 SV 1 STBdIdxAdmrl 10.52 +3.1 +1.6 +1.7 CS 1 STBdIdxIns 10.52 +3.1 +1.7 +1.7 CS 1 STBdIdxInsPlus 10.52 +3.1 +1.7 +1.7 CS 1 STInfPrScIdAdmr x24.59 -.14 +2.8 +1.5 +0.8 IP 4 STInfPrScIdIns x 24.61 -.14 +2.8 +1.5 +0.9 IP 4 STInfPrScIdxInv x24.56 -.14 +2.7 +1.4 +0.8 IP 5 STInvmGrdAdmrl 10.68 +3.7 +2.3 +2.2 CS 1 STInvmGrdIns 10.68 +3.7 +2.3 +2.2 CS 1 STInvmGrdInv 10.68 +3.6 +2.2 +2.1 CS 1 STTEAdmrl 15.82 +1.4 +1.3 +1.1 MS 4 STTrsAdmrl 10.58 +2.4 +1.3 +1.3 GS 2 SeledValInv 25.80 +.14 +14.8 +8.0 +4.4 MV 4 SmCpIdxAdmrl 73.37 +.26 +16.4 +11.8 +7.7 SB 1 SmCpIdxIns 73.37 +.26 +16.4 +11.8 +7.7 SB 1 SmCpIdxInsPlus211.77 +.73 +16.4 +11.8 +7.7 SB 1 StarInv 26.36 +.04 +11.0 +9.4 +6.3 MA 3 StrEqInv 31.32 +.19 +15.3 +10.9 +7.4 MB 4 TMCapApAdm 149.12 +.73 +16.7 +14.2 +10.5 LB 2 TMSmCpAdm x 61.16 +.15 +10.3 +10.9 +8.2 SB 4 TrgtRtr2015Inv 14.99 +8.2 +6.6 +4.8 TD 2 TrgtRtr2020Inv 31.34 +.02 +9.5 +7.7 +5.4 TE 2 TrgtRtr2025Inv 18.78 +.02 +10.4 +8.5 +5.8 TG 3 TrgtRtr2030Inv 34.23 +.04 +11.1 +9.2 +6.0 TH 2 TrgtRtr2035Inv 21.01 +.02 +11.6 +9.9 +6.3 TI 2 TrgtRtr2040Inv 36.28 +.05 +12.3 +10.6 +6.5 TJ 2 TrgtRtr2045Inv 22.78 +.03 +12.7 +10.8 +6.6 TK 3 TrgtRtr2050Inv 36.66 +.05 +12.7 +10.8 +6.6 TN 2 TrgtRtr2055Inv 39.79 +.05 +12.7 +10.8 +6.6 TL 3 TrgtRtrIncInv 13.62 +7.2 +5.1 +4.0 RI 2 TtBMIdxAdmrl 10.85 +5.2 +2.2 +2.8 CI 1 TtBMIdxIns 10.85 +5.2 +2.2 +2.8 CI 1 TtBMIdxInsPlus 10.85 +5.2 +2.2 +2.8 CI 1 TtInBIdxAdmrl 22.75 +.03 +5.4 +3.5 +4.3 WH 2 TtInBIdxIns 34.13 +.04 +5.4 +3.5 +4.3 WH 2 TtInBIdxInv 11.38 +.02 +5.4 +3.4 +4.3 WH 2 TtInSIdxAdmrl 27.73 -.10 +9.6 +8.7 +1.8 FB 3 TtInSIdxIns 110.91 -.38 +9.7 +8.7 +1.8 FB 3 TtInSIdxInsPlus 110.94 -.37 +9.7 +8.8 +1.8 FB 3 TtInSIdxInv 16.58 -.06 +9.6 +8.6 +1.7 FB 3 TtlSMIdxAdmrl x71.58 +.09 +16.3 +13.7 +10.1 LB 3 TtlSMIdxIns x 71.60 +.09 +16.4 +13.7 +10.1 LB 3 TtlSMIdxInv x 71.56 +.10 +16.3 +13.6 +9.9 LB 3 TxMgBalAdmrl 32.45 +.06 +10.1 +8.0 +6.7 CA 1 USGrAdmrl 104.32 +.40 +20.0 +17.7 +13.5 LG 2 USGrInv 40.27 +.16 +20.0 +17.6 +13.4 LG 2 ValIdxAdmrl 42.79 +.20 +12.9 +12.2 +9.1 LV 2 ValIdxIns 42.79 +.20 +12.9 +12.2 +9.1 LV 2 WlngtnAdmrl x 70.50 -.26 +11.5 +9.9 +7.5 MA 1 WlngtnInv x 40.83 -.14 +11.5 +9.8 +7.4 MA 1 WlslyIncAdmrl x 63.76 -.30 +9.3 +6.2 +5.8 CA 1 WlslyIncInv x 26.32 -.12 +9.3 +6.2 +5.7 CA 1 WndsrAdmrl x 68.34 -.40 +12.6 +10.0 +5.9 LV 5 WndsrIIAdmrl x 61.99 -.48 +13.6 +10.6 +6.8 LV 3 WndsrIIInv x 34.94 -.26 +13.5 +10.5 +6.7 LV 3 Victory RSPtnrsA m 24.14 +.13 +20.3 +12.3 +4.7 SB 1 Virtus VontobelEMOppI 11.07 +.07 +11.1 +8.1 +2.9 EM 1 WCM FocIntGrIns 16.85 -.08 +20.2 +14.3 +8.8 FG 1 Weitz ValInv 44.44 +.34 +21.1 +11.1 +6.5 LG 1 sHickory 48.72 +.08 +21.3 +6.6 +3.4 MB 2 Wells Fargo CommonStkA f 20.61 +.03 +17.2 +11.4 +6.9 MB 2 SpMCpValIns 38.84 +.06 +19.7 +9.7 +7.5 MV 1 Western Asset CorBdI 12.78 -.02 +6.2 +3.3 +3.7 CI CorPlusBdI 11.76 -.01 +6.8 +4.1 +4.1 PI CorPlusBdIS 11.76 +6.9 +4.2 +4.1 PI Mgd Mns A m 16.27 -.05 +4.6 +2.3 +3.4 ML 5 iShares S&P500IdxK 344.09 +1.81 +16.3 +13.9 +10.5 LB 2

C6 • ST. LOUIS POST-DISPATCH

M 1 • SUnDAy • 06.16.2019

COMMEMORATIVE

BOOK

BACK COVER

GLORIOUS!

THE ST. LOUIS BLUES’ HISTORIC QUEST FOR THE 2019 STANLEY CUP The St. Louis Blues’ run to the 2019 Stanley Cup was filled with the kinds of twists and turns that defy belief. Near the bottom of the standings in November, the Blues replaced head coach Mike Yeo with Craig Berube. Led by captain Alex Pietrangelo, Ryan O’Reilly and rookie goaltender Jordan Binnington, St. Louis went from last place in January to winning 30 of their final 45 games to secure a playoff berth. In a thrilling postseason, the Blues prevailed in hard-fought series against the Winnipeg Jets, Dallas Stars, and San Jose Sharks to reach the Stanley Cup Final. Packed with stunning photography and expert analysis from the St. Louis Post-Dispatch, Glorious! takes fans through this unbelievable journey, from the fractured state of the team in November to the whirlwind push to save the season to the final exhilarating minutes against the Boston Bruins. This special commemorative book also includes in-depth profiles of Binnington, Pietrangelo, O’Reilly, Perron and other Blues stars.

$14.95 TO ORDER:

128 PAGES, 8.5 X 11; PAPERBACK

triumphbooks.com/BluesWin

OR CALL 1-800-888-4741 BETWEEN 9:00 A.M. AND 5:00 P.M. CT.

THE POST-DISPATCH STORE ENTERPRISE CENTER EDITION

GLORIOUS Tuesday • 05.21.2019 • $2.50

Blues return to the Stanley Cup finals for the first time in 49 years

ST. LOUIS BLUES 2019 STANLEY CUP CHAMPIONS 3D ACRYLIC BLOCKART $29.99

FRONT PAGE POSTER FOR JUNE 13 EXTRA EXTRA EDITION $14.99

COLTER PETERSON • cpeterson@post-dispatch.com

David Perron reacts after scoring a goal in the first period against the San Jose Sharks in Game 6 of the Western Conference finals on Tuesday night at Enterprise Center.

suBsCRIBe FOR eVeRy COLd, ICy deTaIL aT sTLTOday.COM/suBsCRIBeNOW

ST. LOUIS BLUES WESTERN CONFERENCE CHAMPIONS POSTER $14.99

FRONT PAGE POSTER FOR JUNE 12 ENTERPRISE CENTER EDITION $14.99

ST. LOUIS BLUES 2019 STANLEY CUP CHAMPIONS SIGNATURE TROPHY $59.99

ST. LOUIS BLUES 2019 STANLEY CUP CHAMPIONS SILVER MINT COIN ORNAMENT $19.99

ST. LOUIS BLUES 2019 STANLEY CUP CHAMPIONS TICKET & BRONZE COIN ACRYLIC DESK TOP $49.99

ST. LOUIS BLUES 2019 STANLEY CUP CHAMPIONS TWO-TONE COIN $99.99

ST. LOUIS BLUES 2019 STANLEY CUP FINAL CHAMPIONS NEWS PAPER BRONZE COIN PHOTO MINT $69.99

ST. LOUIS BLUES 2019 STANLEY CUP CHAMPIONS ETCHED ACRYLIC PUCK $19.99

STANLEY AND GLORIA EST 2019 T-SHIRT $15.00

STANLEY CUP CHAMPIONS FRONT PAGE T-SHIRT $19.99

CHECK OUT MORE BLUES GEAR AT

thepost-dispatchstore.com PRICES ABOVE DO NOT INCLUDE SHIPPING AND HANDLING.

O R D E R O N L I N E O R CA L L 1- 8 7 7- P O S T- S T L (1- 8 7 7-7 6 7- 8 7 8 5 ) M O N DAY - F R I DAY 9 A . M . - 5 P. M .