Issuu on Google+

MICHIGAN BUSINESS SECTION Sunday, January 20, 2013

E

Kalamazoo Gazette

Wall Street Journal Sunday: Economic gremlins could derail the recovery. PAGE E3

Registered nurses likely will be in high demand in Michigan in the next five to 10 years as nurses who have put off ending their careers because of the poor economy decide to retire.

Encouraging prognosis

MLIVE.COM FILE

Hiring outlook for nursing grads in Michigan remains positive, experts say BY AMY BIOLCHINI AMYBIOLCHINI@ANNARBOR.COM

T

he job market outlook is positive for registered nurses in the next five to 10 years in Michigan, industry professionals say. Though the economic recession slightly changed the hiring trends for health care providers, the job sector continued to grow as Michigan’s manufacturing economy shrank in the past five years. It’s a different and decisively more positive outlook than other markets in the U.S., where 43 percent of newly licensed registered nurses can’t find a job within the first 18 months of graduating, according to a recent report. “The employment picture has certainly gotten brighter here in Michigan, as the economy has gotten better and people have gone back to work,” said Carole Stacy, director of the Michigan Center for Nursing. The University of Michigan Health System’s online job

M

portal shows 42 open positions for nurses, and there are 95 positions available for nursing professionals in St. Joseph Mercy Health system’s Ann Arbor, Saline and Livingston locations. About a year and a half ago, it would take some recently graduated nurses about three to four months to find their first job, Stacy said. “Our students are getting jobs within six months,” said Michael Williams, interim director of the School of Nursing at Eastern Michigan University. “It has definitely taken longer than five to 10 years ago when they were hired six months before they graduated.” That’s about to change. The economic slump meant many older nurses continued to work instead of retire, meaning the field of positions that would have been vacated was much less open to new hires. Those workers are about to begin a mass wave of retirements, predict Williams and Stacy, leaving a void for recent graduates to fill.

Hiring trends in the field are changing as well. Employers are giving preference to registered nurse candidates who have a bachelor’s degree over an associate degree, Stacy said. “There’s a real push on now for nurses to continue their education,” she said. There’s no clear pay distinction between registered nurses with a four-year degree and a two-year degree, Stacy said, noting most employers don’t compensate nurses for the higher degree. Nationwide, enrollment in Bachelor of Science in Nursing programs has increased every year for the past nine years: In 2003, enrollment was at 31,215 students and in 2011, enrollment was at 89,975 students, according to the American Association of Colleges of Nursing. Stacy said patient satisfaction and patient outcomes markedly improve when more nurses are prepared at a BSN level. In Michigan, about 60 percent of recently graduated

registered nurses have associate degrees, while 40 percent have bachelor’s degrees, Stacy said. “There’s no way to flip it with the system we have,” Stacy said, noting about 17 percent of graduates from two-year programs continue on to get their bachelor’s degree. Before the economy hit its slump, Stacy said there was an expected shortage of 7,000 to 8,000 nurses in Michigan in 2010, causing nursing schools to ramp up their programs. By 2006, 10,000 nurses graduated from programs and were licensed, Stacy said. There continues to be a high demand among students for nursing program spots. At EMU, 112 out of about 300 applicants were selected for the program this year, Williams said. Washtenaw Community College has a wait list for its nursing program and graduated 68 students with associate degrees in 2012. Additionally, 18 students from its transfer

program graduated with fouryear nursing degrees. Classes of 40 students each are admitted to WCC’s nursing program each fall and winter semester. Stacy said experts still are predicting nursing shortages in the future — the extent of which will be determined by the impending windfall of retirements set to hit the sector. Newly licensed nurses likely also might find their first job in a specialty of nursing that is not their first preference, Stacy said. Though most registered nurses would prefer to work day shifts in a pediatric setting, Stacy said there are more openings in other areas. Long-term care facilities are hiring more registered nurses than licensed practice nurses because the patients are increasingly sicker than they have been in previous years, requiring more specialized care, Stacy said. Hospitals also are directly hiring more per diem nurse employees than in years past,

Stacy said. “We’re hearing that some of these new hires are being hired on as per diem and contingency workers,” Stacy said. “They may or may not get benefits; it’s a little bit tenuous on job security.” Two decades ago, there was a large market for private agencies hiring temporary employees with whom hospitals would contract to provide them with a pool of nurses. Now, many hospitals are choosing to hire those employees directly, Stacy said. Starting salaries for registered nurses have not changed in the past three to four years, and entry-level registered nurses make about $50,000 to $55,000, Stacy said. According to the U.S. Department of Labor Bureau of Labor Statistics, the average mean wage in 2011 for registered nurses was $69,110. The job outlook between now and 2020 is expected to grow by 26 percent, which is faster than the average job growth outlook of 14 percent.

A new kind of escapism: Make Belle Isle a city-state

ichigan business owners are getting a pretty sweet deal from their state government. Corporate business taxes have been cut 83 percent. The personal property tax is being eliminated. Michigan has become the nation’s 24th right-to-work state. But that’s not enough for some. A group led by Oakland County developer Rodney Lockwood Jr. wants to buy Belle Isle for $1 billion and turn it into what the Detroit News called a “free market utopia.” Lockwood’s Fantasy Island would become

an independent U.S. commonwealth (think Puerto Rico) with its own currency and laws. Supporters of the project include former Comerica Bank chief economist David Littmann, retired Chrysler president Hal Sperlich and Detroit Cornerstone Schools co-founder Clark Durant, who ran an unsuccessful campaign for a U.S. Senate seat last year. Instead of dollars, business would be conducted on the island using the Rand, apparently named in honor of author Ayn Rand, whose books celebrate unfettered

RICK

HAGLUND MICHIGAN BUSINESS capitalism and self-reliance. Use of the word “government” would be discouraged on Lockwood’s Belle Isle city-state. The 982-acre island would house 35,000 mostly wealthy people who would pay a $300,000 citizenship fee. Lockwood’s proposal grew out of a book he wrote that envisions Belle Isle by 2042 as a mini Hong Kong

— a financial powerhouse that would spread tremendous economic benefit to the entire state. “Companies from all over the world will locate on Belle Isle, bringing massive amounts of capital and (gross domestic product) to the area,” Lockwood wrote on his website, commonwealthofbelleisle. com. Rich people have a long history of owning their own islands and trying to create communities that promote their worldview. Just last week, right-wing television commentator

Glenn Beck announced he’s planning his own hybrid city-theme park that takes inspiration from Rand and Walt Disney. Yes, Lockwood’s capitalist island paradise sounds nutty. Even he has admitted that it’s just one idea to revitalize Detroit, which would get $1 billion of badly needed cash for Belle Isle. But he has drawn in some otherwise serious people who support the idea. And Lockwood, who is the immediate past chairman of the Michigan Chamber of Commerce, has scheduled a private meeting at the Detroit

Economic Club, where 50 of the community’s “movers and shakers” will hear his plan, according to media reports. The odds of Detroit selling Belle Isle to Lockwood are about as high as those of Coleman Young rising from the dead to take back the mayor’s office. But who knows? The Michigan Legislature remade decades of economic history in its recent lightningfast lame-duck session by approving right to work. That makes me think anything could happen.

Email: haglund.rick@gmail.com

West Michigan’s #1 Financial Advisor* Set a new standard for your financial future.

Find out how we have been helping our clients reach their financial goals for the past two decades.

Visit www.zhangfinancial.com for more information

1302 W. Milham Ave. Portage MI 49024

Call today for your complimentary initial consultation (269) 385-5888 or (888) 777-0126 Assets under custody of LPL Financial andTDAmeritrade. *As reported in Barron’sAugust 2012 and Registered RepAugust 2012. Factors included in the rankings: assets under management, revenue and client satisfaction.*Minimum investment requirement: $250,000 local area/, $1,000,000 outside the local area.

Charles C C. Zhang

CFPR*, MBA, MSFS, ChFC, CLU

Managing Partner Fee-Only Advisor 4545435-01


KALAMAZOO GAZETTE

I2 SUNDAY, JANUARY 20, 2013

Local Business HAPPY TO APPLY

MEETINGS EXCEEDING EXPECTATIONS BNI MEETING

Sponsor: Exceeding Expectations Chapter of Business Network International What: Networking meeting When: 7:30-9 a.m. Tuesday Where: Kalamazoo Institute of the Arts, 314 S. Park St. More information: Jason Jarrett, 269-353-3251

WESTSIDE KIWANIS CLUB

Sponsor: Kalamazoo Westside Kiwanis Club What: Business meeting Speaker: Jen Nederhoed from the Betzler Funeral Home When: Noon Tuesday Where: The Fountains at Bronson Place, 1700 Bronson Way More information: Jack Ginther, 269-345-7598

Kyoshi Nava waited in line Tuesday morning to see an employer during the first Department of Human Services job fair. More than 1,000 local people attended the fair at 328 Stockbridge Ave. Kalamazoo DHS leaders said they decided to host a fair to help their clients become more self-sufficient by connecting them with hiring employers. Employers ranged from local restaurants, fast food chains and box stores to health care facilities and engineering companies.

AT THE WATERCOOLER Community minded

More than 130 attorneys and staff members of the Miller Johnson law firm’s Kalamazoo and Grand Rapids offices are scheduled to perform service projects on Monday at 13 charitable organizations throughout West Michigan. The work is in commemoration of Martin Luther King Jr. Day. The civil rights leader’s birthday, Jan. 15, is recognized on the third Monday of January. This is the fourth year Miller Johnson has committed to community service on a firmwide basis. In Kalamazoo, staffers will be serving at Affordable Housing Rehab and the Free Store at Sunnyside United Methodist Church, projects coordinated through Volunteer Kalamazoo.

Worth praise

Two products manufactured by Kalamazoo-based Landscape Forms, an industry-leading maker of outdoor furniture, LED lighting and accessories, have been awarded 2012 Good Design Awards. The awards were presented by the European Centre for Architecture Art Design and Urban Studies, and The Chicago Athenaeum: Museum of Architecture and Design. They lauded the CityBench and Bryant Park Litters, both designed by Ignacio Ciocchini. The CityBench now is used by the New York City Department of Transportation for many streetscape projects in that metropolitan area. Bryant

Park Litter Receptacles have tulip-petal shapes and are delicate in appearance to celebrate nature in the center of urban areas. The Good Design program was founded in Chicago in 1950 to give international recognition to designers and manufacturers for innovative products.

A higher level

Diekema Hamann Architecture + Engineering is pleased to announce Karl Kowalske has earned his board certificate in health care architecture. Kowalske, a principal of Diekema Hamann, leads the firm’s health care design focus and recently passed an accredited examination, which assesses the knowledge and understanding of architects who practice as health care specialists. He joins the ranks of more than 400 ACHA colleagues in the U.S. and Canada and is one of eight in Michigan who have received this important architectural credential. ACHA requires its certificate holders to work toward the improvement of health care architecture on behalf of the public, to practice in an ethical manner and to maintain the highest standards in the specialized field of health care architecture.

A significant anniversary

InterCare Community Health Network celebrated 40 years of providing health care services for underserved populations in Southwest

Michigan at a Nov. 30 gala where staff members commemorated the organization’s contributions and achievements. Bangor-based InterCare was established in 1972 as BCV Health Services, to reflect its presence in Berrien, Cass and Van Buren counties. In 1982, it became MARCHA (Migrant and Rural Community Health Association) to reflect additional services provided to rural residents. The expansion of sites, services and target populations has been almost continuous since then, and the company’s name was changed again in 1995 to InterCare Community Health Network. It is supported by federal Community and Migrant Health Center funding for the ongoing delivery of comprehensive primary care services for the medically underserved and vulnerable populations in Southwest Michigan.

SALES TEAM BNI

Sponsor: The Sales Team Chapter of Business Networking International What: Networking meeting When: 7:30-9 a.m. Thursday Where: Bronson Athletic Club, 6789 Elm Valley Drive, Kalamazoo More information: Anders Bergh, 269-216-2939, or Tom Cione, 269-245-6949

MICHIGAN SMALL BUSINESS & TECHNOLOGY DEVELOPMENT OSHTEMO ROTARY CENTER CLUB What: Venture forward eight week workshop When: 8-11:00 a.m. Tuesday, January 22 through March 12 Where: Western Michigan University Haworth College of Business More information: Buffy Nespodzany, 269-387-6004

Sponsor: Oshtemo Rotary Club What: Weekly luncheon business meeting When: Noon Thursday Where: Oshtemo Community Center,

What: Venture plan eight-week workshop for new entrepreneurs starting a small business When: 5-8:00 p.m. Tuesday, January 15th through March 12th Where: Western Michigan University Haworth College of Business More information: Buffy Nespodzany, 269-387-6004

BNI SUCCESS CIRCLE

Sponsor: Success Circle Chapter of Business Network International What: Networking meeting When: 7:30-9 a.m. Thursday Where: Kalamazoo Institute of the Arts, 314 S. Park St More information: Ed Giffels, 269-217-0331

THE AMERICAN BUSINESS WOMEN’S ASSOCIATION

Sponsor: The Wolverine Charter Chapter What: Business meeting When: Social at 5:30 p.m. and dinner at 6:00 p.m. Thursday Where: The Beacon Club More information: 372-7258 or 323-0468

SUNRISE KIWANIS

Sponsor: Kalamazoo Sunrise Kiwanis What: Business meeting When: 7:30-8:30 a.m. Friday Where: Michelle’s Restaurant, 4010 Gull Road, Kalamazoo More information: Alice M. Witt, 269-337-6909

Financial Representative

Downtown Kalamazoo05-2182 © 2002 The Northwestern Mutual Life Insurance Co., Milwaukee, WI. 349-9115

Northwestern Long Term Care Insurance Co., Milwaukee, WI.

4545250-01

NEED HELP WITH YOUR

ESTATE PLAN?

ESTATE PLANNING SERVICES • Financial Strategies to Reduce Estate Tax Expenses • • Business Succession Planning •

GREAT EXPECTATIONS BNI

Sponsor: Great Expectations Chapter of Business Network International What: Networking meeting When: 7-8:30 a.m. Thursday Where: Best Western Suites, 2575 S. 11th St., Oshtemo Township More information: Dan Liehr, 269-720-9931

6407 Parkview Ave. More information: Kitty Gelling, 269-375-6215

J. Peter Schma Annuities, Life & Long Term Care Insurance www.NMFN.com/peteschma

MICHIGAN SMALL BUSINESS & TECHNOLOGY DEVELOPMENT CENTER

Member FINRA/SIPC

DJ Smith • Financial Advisor Experience Counts. Relationships Matter. Call Today! 343-3245

2012 W. Milham • Portage • DJ.Smith@LPL.com

A SPECIAL INVITATION FOR EMPLOYEES OF

New direction

The Western Michigan Chapter of Associated Builders and Constructors Inc. selected Julie Byrne to serve on its board of directors. Byrne is the group vice president of Kalamazoo-based construction-management firm CSM Group. She has been involved in the construction industry for more than 12 years. As a member of the ABC/WMC board of directors, she will serve a three-year term and be an active participant in ABC events and meetings.

Sponsor: Breakfast Optimist Club of Kalamazoo What: Breakfast meeting Speaker: Lyn Lenox of Optimist International to speak about professional growth and involvement When: 7:30 a.m. Thursday Where: Colonial Kitchen, 7617 S. Westnedge Ave., Portage More information: Nicole Ingersoll, 269-639-1871

4531325-02

JAMES BUCK | MLIVE.COM

BREAKFAST OPTIMIST CLUB

Animal Health /

Zack Alkhamis, CRPC®

CHANGE BRINGS OPPORTUNITY!

Please join our Panel of Experts for a casual roundtable discussion on these timely and significant topics: • What should I do with my retirement savings plan? Maintain my existing plan vs. design my own individual plan

Brandon Duprey

Kait Olds

Christopher Yesh

Katie Juday

Tessa Heidel

PEOPLE ON THE MOVE Jim Feltch and Brandon Duprey were promoted to associate partners at CSM Group. Feltch, a project director for health care projects, has been with the company for more than seven years. Duprey started working with CSM Group in 2007 and also is a project director in the food and beverage market segment. Kait Olds and Christopher Yesh have joined Omega Computer Services, a technology solutions provider for small and mid-sized businesses. Olds joins as a sales agent. She is responsible for the sales of business technology solutions, as well as managing accounts. Olds earned her bachelor’s degree in business administration with a concentration in marketing and business management from Western Michigan University. She previously held the position of executive assistant at DCO Investment Management in Kalamazoo. Yesh

Jarae Hampton

Kathy Coats

joins as a systems technician. He is responsible for assisting the systems engineer in monitoring and managing Omega Computer Services’ help desk. Yesh began his career in Information Technology three years ago, working for Kent Records Management Inc. and Arvco Containers Corp. He will graduate in May from Davenport University with a bachelor’s degree in information securities and computer networking. Katie Juday, Tessa Heidel and Jarae Hampton have

relocated salons to A’vie Longevity Salon in Kalamazoo. They have trained at Vidal Sassoon Academy, Toni and Guy Academy and taken Goldwell Color classes in Toronto, Canada. All three are accepting new clients for hair services. Please call to make an appointment at 269-375-4400. A’vie is located inside SWAT fitness complex I-94, and can be found on Facebook and at aviesalon. com. Kathy Coats has joined the team at New Friends Memory Care and Assisted Living in Kalamazoo as marketing manager. Coats brings more than 20 years of sales, marketing and leadership experience to her position, along with a wealth of knowledge and training with Alzheimer and dementia patients. She is a Certified Dementia Practitioner, 2012 Chair for the “Walk To End Alzheimer’s” and a member of the Portage Rotary Club.

• What should I do with my pension? Lump sum distribution vs. annuity payments • What are my tax consequences?

Casual 5:01pm 5:30pm Event Casual Kalamazoo Beer Exchange BRAVO! THURSDAY 211 Street THURSDAY, 5402E.Water Portage Road JANUARY Portage, MI 49002 OCTOBER31, 25, 2013 2012 Kalamazoo Complimentary beverages and hors d’ oeuvres will be served.

PANEL OF EXPERTS: PANEL ® OF EXPERTS: Zack Alkhamis, CRPC Retirement Wealth Manager Zack Alkhamis, CRPC® Retirement Wealth Manager

The Retirement Wealth Management Group The Retirement Wealth Management Group

William Millard, Estate Planning Attorney William Millard, Estate Planning Attorney Law Law Offices Marquardt OfficesofofDeMent DeMent & & Marquardt

Patrick Gray, CPA PatrickF. F. Gray, CPA

Gould, Stinson &&Gray, PCPC Gould, Stinson Gray Securities and advisory services offered through LPL Financial,A Registered Investment Advisor, Member FINRA/SIPC

Please RSVP by January 24, 2013 by calling 269-978-0238 or Email Bobbi.Alkhamis@lpl.com

4540233-02

Jim Feltch


© 2013 Dow Jones & Company. All rights reserved.

THE WEEKLY GUIDE TO MANAGING YOUR MONEY

WSJ.com/Sunday

Are Mom and Pop Heading for Wall Street? Like the host of “The Price Is Right” TV game show, Wall Street is saying “Come on down!” Investment professionals are anticipating an influx of incomeand growth-hungry mom-andpop “retail” investors into the stock market this year—especially as the economy picks up and pressure grows for interest rates to start rising. “The key is that equities have been hated for so long and the negatives are largely well known,” says Barry Ritholtz director of research as New Yorkbased financial-services firm Fusion IQ. “Positive data would be an upside surprise to the bulk of investors.” For years, individual investors have fled stocks in favor of bonds or money-market funds. And who can blame them after the financial crisis crushed share values in 2008 and early 2009? From April 2009 through now, mutual-fund investors sold a quarter trillion dollars in stock funds, according to recent data from the Investment Company Institute. Ironically, that selloff coincided with a period of stellar performance in stocks—when the Dow Jones Industrial Average jumped more than 60%. And the party keeps going. In the first full week of January, investors plowed close to $15 billion back into stock mutual funds. The Dow rose again last week; it’s up 4.2% since Jan. 1. The Standard & Poor’s 500stock index is up 4.2%, and the Nasdaq Composite has risen 3.8%. Bonds and money markets rarely can match performances like that. “Fixed income is yielding rates [of about 2%] that will not get it done,” says Stephen Wood, chief market strategist at

James Yang

BY SIMON CONSTABLE

Russell Investments. The stock market’s upward trajectory seems likely to continue. The economy is on the mend. Jobs are more plentiful and housing prices (a key to the wealth of many households) are firmer. As the general economy improves, pressure on interest rates will increase, and as rates rise, bond values will plummet. “Many investors do not understand what happens to a bond fund when rates rise,” says Leo Grohowski, chief investment officer at BNY Mellon Wealth Management. Many people may be now willing to take on the risks that the stock market presents as they seek better returns. But buyers, beware: Stocks are not risk free, and small investors are notoriously bad at timing the market. Small investors retreated as stocks rose, and often when small investors start coming back into the market, it can be seen as a bad sign—a market top. So if you are tempted to boost your stock exposure, remember: Buy low, sell high. The market has a lot of catching up to do. Even at today’s loftier levels, the Dow remains below its 2007 peak, while the Nasdaq

INVESTOR’S CALENDAR Crisis Averted

Euro zone's debt crisis looks to be fading. Spanish and Italian bonds have been strengthening. Spain sold new 5% debt last week, down from nearly 8% last summer.

Friday: 5.06%

5 4 3

J F ’12

M A M J

THIS WEEK m Second Term: President Obama will be sworn in to a second term on Monday. m Debt Vote: The House is expected to vote on a GOP bill for a three-month extension of the federal debt limit. m Benghazi Hearing: Secretary of State Hillary Clinton is set to testify Wednesday before the House Foreign Affairs Committee about the September attacks on U.S. facilities in Benghazi, Libya. Wall Street Journal Sunday writers regularly contribute to the Journal’s weekday “Your Money Matters” personalfinance podcast. Listen at WSJ.com/Podcasts m Dell Deal: A potential $23 billion leveraged buyout of Dell could be announced as early as this week. m Economic Indicators: Existing-home sales for December are due out Tuesday; newhome sales are released Friday. m Earnings: Apple, 3M, AT&T, McDonald’s, Microsoft, Google, Procter & Gamble, Travelers,

J

A

S O

After half a decade in the doldrums, housing could be on its way back. This could actually form part of a virtuous circle. Housing had for many years made up the bulk of household wealth in the U.S. As prices improve, homeowners will feel wealthier once again, leading them to spend more money—creating more jobs and more spending. Here are some housing facts to warm your heart. Nationally, prices of previously owned homes jumped 10% in the year through November 2012, according to data from the National Association of Realtors. And they are likely to continue

The Bad—Europe

“I think we are going to see some economic road blocks coming from Europe,” says Jack Ablin, chief investment officer at BMO Private Bank in Chicago. Germany, Europe’s biggest economy, saw an economic contraction in the fourth quarter of 2012. If that continues into the first quarter of this year, the

The Ugly—the Government

The really ugly stock-market scenario could be one birthed by our elected representatives. “In modern history this could be the first congressionally induced recession,” says Mr. Wood of Russell Investments. What he means is that if Congress can’t come to an agreement about how to avoid automatic spending cuts (known as “sequestration”), government spending will drop, and the economy will contract. If that happens, stocks will certainly suffer in the short term. To deal with that, take a deep breath and don’t sell when you see stocks falling. In all likelihood, a deal will get done and those temporarily lower stock prices will look pretty good. Simon Constable is the host of WSJ Live’s News Hub show which airs weekdays at 4 p.m. ET on WSJ.com. Email: simon.constable@wsj.com

You may be filing your taxes later than usual this year. But don’t let that delay your child’s application for college financial aid. Tax changes resulting from the fiscal-cliff deal have caused the start of tax-filing season to be pushed back to Jan. 30. So there may be a deTIP OF lay in getting the THE WEEK final 2012 tax data the Free Application for Federal Student Aid, or Fafsa, requires. The Fafsa is used to apply for college aid from the federal government, the state and the schools. Some schools have application deadlines as early as February to get aid for the 2013-14 academic year. A number of states either have deadlines before April 15 or have rolling deadlines, where aid is doled out on a first-come first-served basis, says Mark Kantrowitz, publisher of FinAid.org. The best approach is to file the Fafsa as soon possible using estimated 2012 information, he says. Year-end pay stubs can be used to answer questions about income. End-of-year bank and brokerage-account statements can help estimate assets. You also can reference your 2011 tax return to gauge any financials that have remained the same, Mr. Kantrowitz says. When you have your final 2012 tax information, you will need to submit it. (The Department of Education will remind you via email in the spring.) You’ll be able to input your information on your own or use the IRS Data Retrieval Tool, which imports data directly from your tax return, available online (at fafsa.ed.gov) starting Feb. 3.

New Rules to Aid Struggling Home Owners

6

Source: FactSet The Wall Street Journal

The Good—Housing

to do well because inventories of properties for sale are low. The recovery in the sector will go beyond making home builders extra cash, says Neil Hennessy, chief investment officer at Novato, Calif.-based Hennessy Funds. “In the housing market, there has been a lot of deferred maintenance,” Mr. Hennessy says, adding that as housing prices have started to lift homeowners see an incentive to spruce up the place with a coat of paint on the walls or some new carpet. With that trend in mind, he points to home-improvement retailers Lowe’s (LOW) and Home Depot (HD), which would likely benefit. Other companies that could do well are appliance company Whirlpool (WHR) and carpet maker Mohawk Industries (MHK).

BY RACHEL LOUISE ENSIGN

THE AGGREGATOR

8% 7

stands 38% below its all-time high of 13 years ago. “We’ve bled so much money out of equities that we have a very long way to go before we get to the point where everyone who is going to buy stocks has done so,” says Bill Stone, chief investment strategist at PNC Wealth Management. However, anyone jumping back into the market needs to understand that it won’t be clear sailing. Here’s what you need to watch out for:

country would officially be in a recession. So what? That could really hurt American industry. As the European economy weakens, you can expect the value of the euro to weaken against the dollar—making U.S.-made products more expensive and less competitive. If that happens, avoid U.S.based manufacturing companies, but look to European stocks because their goods and services will be cheaper for the rest of the world to buy. The trick is to find an investment vehicle that allows you to benefit from surging stocks but that isn’t offset by the falling value of the currency. Mr. Ablin points to the WisdomTree Europe Hedged Equity (HEDJ) exchange-traded fund, which invests in a basket of European stocks.

Don’t Delay Filing Fafsa

N D

J ’13

Verizon, Johnson & Johnson, International Business Machines and DuPont report. m Holiday: The stock market is closed Monday for the Martin Luther King holiday. The bond market is recommended to close.

LAST WEEK I Proposals: President Obama unveiled gun measures, including legislative proposals for mandatory checks for all buyers as well as a ban on assault weapons and high-capacity ammunition magazines. I Grounded: Boeing’s 787 Dreamliners were grounded globally, after a U.S. Federal Aviation Administration directive in response to incidents involving battery malfunctions. I Fed View: Federal Reserve Chairman Ben Bernanke said he still isn’t satisfied with the economy’s progress, despite signs of improvement, and indicated bond buying will continue. I Results: Bank of America’s profit sank 63% in the fourth quarter while Citigroup’s rose 25%. Morgan Stanley swung to a $507 million profit.

Lawrence Rout, Senior Editor Larry.Rout@wsj.com

David Crook, Editor David.Crook@wsj.com

Cristina Lourosa-Ricardo, News Editor Cristina.Lourosa@wsj.com

Mark Tyner, Art Director Mark.Tyner@wsj.com

Paul D. Bell Vice President, Partner Businesses (212) 659-1212 Paul.Bell@dowjones.com

Paul Carlucci Jr. Director of Sales (212) 597-5636 Paul.Carlucci@wsj.com

CORPORATE HEADQUARTERS 1211 Avenue of the Americas New York, NY 10036

FOR A SPECIAL JOURNAL SUBSCRIPTION OFFER, CALL 1-888-295-2747

ALL OF THIS WEEK’S EDITION IS AVAILABLE ON OUR FREE WEBSITE: WSJ.com/Sunday

U.S. banks will have to do more to help struggling mortgage borrowers keep their homes, under final rules released last Thursday by the Consumer Financial Protection Bureau. Mortgage-loan servicers, which collect borrowers’ loan payments, will have to evaluate troubled borrowers for all loan-assistance options permitted by mortgage investors such as Fannie Mae and Freddie Mac, as well as by private investors, according to the rules, which take effect in a year. Currently, no national standard exists for how mortgage servicers must treat defaulting borrowers. Lenders would be barred from starting the foreclosure process until borrowers have missed at least four months of payments, a move designed to give borrowers time to submit applications for help. This requirement would end so-called dualtracking—starting foreclosure if a borrower has applied for help. Servicers will be required to send a written notice to borrowers within 15 days of a second missed payment that includes examples of alternatives to foreclosure and information about housing counseling. They are barred from completing a foreclosure if a borrower submits an application for aid more than 37 days before the home is scheduled to be repossessed. —Alan Zibel The Wall Street Journal

Deadbeats, After All?

President Obama said last week that “we are not a nation of deadbeats,” but instead a people who “pay our bills.” Really? A close look at the data reveals a very different story. Far from paying our bills, the current generation of Americans—or some of them—have set records for default. During the last five years, U.S. individuals have walked away from a staggering $585 billion in mortgages, credit-card debts and other personal loans. That works out at about $6,000

Stat of the Week Avoid This: With about 25% of workers planning a job switch in the next year or two, they should take note of the most common interview blunders: Failure to make eye contact Appearing disinterested Answering a cellphone or texting Dressing inappropriately Talking negatively about current or previous employer Failing to smile Bad posture Not providing specific examples Weak handshake

42 38 34 28

62 60 60 58

72%

Note: Total greater than 100% due to multiple responses. Source: CareerBuilder.com survey conducted by Harris Interactive of 2,611 hiring managers and human-resource professionals and 3,991 full-time, non-government workers from Nov. 1–30, 2012; margin of error +/–1.92 and +/–1.55 pct. pts., respectively. The Wall Street Journal

per household. According to the Federal Reserve, U.S. household debts peaked five years ago at $13.8 trillion. Since then, they have declined to $12.9 trillion. To put that in context, household debts today still exceed those seen at the end of 2006, near the peak of the bubble. They are three times what they were in 1998. Furthermore, the majority of that reduction hasn’t come from people paying off their loans, but from banks writing them off. The total debt reduction from the peak, says the Fed, is $954 billion. Loan writeoffs, at $585 billion, account for 60% of that. In other words, in the last five years Americans have walked away from $3 in debt for every $2 they’ve paid off. —Brett Arends MarketWatch.com

Fewer Reductions

In another sign that 2013 may be brighter for housing, price reductions on for-sale homes are getting harder to find in many markets. Across the 100 largest metro markets, 33.6% of homes for sale saw price drops from their original or recent listing price in the last six months, according to home listing and research company Trulia. In the same period a year earlier, 36.7% of homes went down in price. Overall, 83 of the 100 markets studied had fewer price reductions than in the earlier reporting period. Fewer asking-price reduc-

tions could mean sales prices continue to improve. —Stefanos Chen Developments Blog WSJ.com

Free Banking

Green Dot—a company best known for prepaid cards sold by Wal-Mart Stores, Walgreen and others—unveiled last week a smartphone-based checking account called GoBank, which it’s targeting to consumers fed up with mainstream banks. The GoBank account carries no regular monthly fee, unlike Green Dot’s prepaid cards. But in a twist, Green Dot is giving customers the option of paying a monthly membership fee of up to $9. Steve Streit, Green Dot’s chief executive, is confident that by delivering a positive experience and making fees voluntary, some customers will actually choose to pay Green Dot, even though the GoBank account and all its features will be available free to customers. —Andrew R. Johnson Total Return Blog WSJ.com

Bieber Card

Justin Bieber made the leap into the financial-services world, endorsing a prepaid debit card. Now the question is whether he will succeed where others have failed—making prepaid cards cool among the teen set. Financial firms have placed plenty of emphasis on prepaid debit in recent years, touting the payment method as a tool for parents to keep

Junior’s spending in check— and perhaps teach him a lesson in money management. The latest is the Bieberapproved SpendSmart card, which comes courtesy of BillMyParents, a San Diegobased card issuer. But prepaid debit cards targeted at teens haven’t broadly caught on, says Tim Sloane, a vice president with Mercator Advisory Group, which researches the prepaid market. Part of the reason, Mr. Sloane believes: Kids may not like Mom and Dad seeing exactly how they spend their allowance. And parents may balk at the expenses associated with prepaid cards, from monthly maintenance charges (as high as $10) to ATM fees (up to $2.50). —Charles Passy MarketWatch.com

401(k) Leaks

One in four 401(k) participants has, at some point, raided his or her 401(k) savings to cover nonretirement expenses, including mortgages, college tuition, and credit-card bills, according to a study released last week. Workers withdrew $70 billion from their 401(k) plans for nonretirement needs in 2010, says the report by HelloWallet, a company that sells personal-finance and budgeting technology to employers. The “leakage” represents a significant share of 401(k) assets. By comparison, the report says, employees contributed about $175 billion to their 401(k) accounts in 2010, while employers contributed about $120 billion in matching contributions. Retirement-account leakage occurs in three forms: loans, hardship withdrawals, and cash-outs, which occur when employees withdraw all their money upon leaving a company. —Anne Tergesen Encore Blog MarketWatch.com The Aggregator, edited by Cristina Lourosa-Ricardo, features news and commentary from The Wall Street Journal and other publications. Email: cristina.lourosa@wsj.com


WSJ 2

SUNDAY, JANUARY 20, 2013

THE JUGGLE ON SUNDAY

AL’S EMPORIUM

He Collects Fine Art. I Don’t Get It.

Boeing’s Screamliner BY AL LEWIS

BY DEMETRIA GALLEGOS

On the wall above the bird cage hangs a tiny pencil sketch of a meadow and house. It’s 7 inches wide by 2 inches tall and cost us $600. It’s a 17th-century Dutch landscape, I’m told, once owned by a famous collector. My husband brought it home recently, excited that it went for so much less than its $1,000-plus estimate. To me, it looks sort of smudgy. It was joined, a few weeks later, by a bigger drawing of a nature scene with boaters and a distant village. Another $600, but this one is even more of a prize, John says, as it should have sold at auction for 10 times more. I am a collecting widow. i i i As readers of this column know, John and I are sometimes in conflict over spending. With daily household decisions, John is frugal, I am more self-indulgent. But when it comes to collecting, we switch roles: I am the Grinchy one. Where John sees painstaking observation and skill that brings another era alive, I see $43 per square inch that might have been allocated differently in our tight budget. John has always been a collector, wooing me with gifts of stained glass and medieval manuscript leaves. Over the years of our marriage he’s had to sell most of his treasures to help support our family, which he has done without hesitation or bitterness. But lately John has been dipping a toe back into the water with the two sketches, each of which he paid for by selling other possessions such as books and maps. I didn’t begrudge him doing it—in fact, I encouraged it. Selfishly, I imagined it may give me leverage should I wish to spend on my own nonessentials. But I did ask: Why are we spending $1,200 on artwork, rather than putting it in our woefully defi-

Óscar T. Pérez

cient emergency fund? John’s answer is that he thinks this is a good investment. He also believes it’s liquid enough to be available in an emergency. I accept both answers. Yet the question raises a bigger issue that all couples face when one spouse is a collector and one isn’t. That is, how do you put a price on something when each spouse values it so differently? It’s like a Muggle talking to a Wizard about things that are beyond the Muggle’s understanding. One collector I know cited Oscar Wilde’s quote about cynics in describing how collectors view noncollectors, “as knowing the price of everything, and the value of nothing.” And yet, at least in this world, Muggles and Wizards often must live in the same house. So, how do they do it? When I asked that question of several such mixed-marriage couples, I got a lot of eye rolls, with one partner pulling me aside to tell me about how collectible spending had put a strain on their finances and marriage. Sometimes it has meant economies elsewhere, such as delaying vacations, driving 20-year-old cars or living in smaller houses. Sometimes it has required separating financial accounts. My friends Howard and Barbara travel the world together, and his eye for local

crafts and workmanship has filled their home with color from Indonesian masks, Kachina dolls and more. Barbara has tried to apply the brakes, especially when he chooses something she doesn’t like very much, knowing her husband’s enthusiasm can exceed practical space limitations. “If we agree,” she says, “the odds are good it will be beautifully displayed in our shared space, as opposed to in the tool room on the wall.” A colleague of mine offers another kind of compromise. For years, his wife liked to collect small animal figurines. She spent many weekends traveling to out-of-town antique stores and flea markets looking for them. To everybody else in the family, it made no sense—either in terms of the money or time spent. They didn’t get it. So they sought a middle ground. The husband and kids would decide places they wanted to go for a weekend. Then she would find antique shops and flea markets in that area, and agree to limit her shopping to a few hours. Everybody else got something they valued (a day or weekend trip to a place they chose, as a family), and she got to shop for her figurines. As for the money, she agreed not to question when once a month, the husband would spend money on a spe-

cial meal of sushi. That was his equivalent of the collecting passion. Then they worked both passions into their overall budget and cut back things that were important to both of them, but not as important as what they were getting. i i i John is thrilled to expose our girls to fine works of art in our home. He acknowledges that he values works of art and historical objects differently than he does most utilitarian purchases on which he’s prone to skimp. “A good illuminated manuscript really brings you back to the time it was made,” he says. “It captures the spirit of the 13th century.” Though initially skeptical, I now love these sketches, because they’ve made John happy. I trust him to not spend more than we can afford, and I’m glad he’s finally seeing some room for more pleasures in our budget. I may be colorblind and tone-deaf to the hues and hum of history, but I am attuned to my husband and the health of our marriage. And I have no doubt that in that sense, these sketches are invaluable. Demetria Gallegos is community editor for WSJ.com. Write to her at SundayJuggle@wsj.com. You can also join the conversation at WSJ.com/Juggle.

Globalization has led to globule-ization for Boeing. Lithium-ion batteries in its new 787 Dreamliners have been smoking and spewing corrosive liquids. Aviation authorities around the globe grounded the planes last week until Boeing can prove its melting batteries safe. Such a grounding hasn’t happened since 1979, when engines came loose from McDonnell Douglas DC-10s. The 787 Dreamliner represents Boeing’s future, but now it’s stranded on the tarmac. Boeing CEO Jim McNerney promised to return the plane to service: “We stand behind its overall integrity.” He has been in charge since 2005. Before him, an ethicspreaching Phil Condit was forced to resign after a corruption scandal involving inflated government contracts. Before Mr. Condit, a married Harry Stoncipher was forced to resign after a tryst with a female underling. This is costing untold millions of dollars a day. Did you hear the one about the Polish airline? On Wednesday, the same day authorities grounded the Dreamliner, LOT Polish Airlines was planning to inaugurate Dreamliner service between Chicago and Warsaw. Tomasz Balcerzak, vice president at the state-controlled airline, wasn’t laughing. He said LOT would seek a lot of compensation from Boeing. No one knows whether Boeing has a little bug to address or a major flaw that could take months to correct. The Dreamliner is a Toyota Prius in the sky. It’s made of carbon composite parts so it’s lighter and uses 20% less fuel. Its electrical system replaces heavier mechanical and hydraulic systems of typical jets. Lighter, faster-charging, lithium batteries are essential. Boeing must find a way to keep them from burning and

forcing emergency landings like one All Nippon Airways made in Japan last week. If the batteries must be replaced with heavier ones, the switch could force a costly redesign. The Dreamliner is already years late to market. It’s been plagued with cost overruns and other glitches such as fuel leaks. Its parts are outsourced from suppliers around the world and assembled by a company that’s grown too-bigto-fail. U.S. taxpayers supply billions to foreign airlines buying Boeing planes through the ExportImport Bank. And when Boeing isn’t gorging on federal pork, it’s shaking down cities for economic-development plums. “Boeing is a poster child for corporate tax incentives,” Kansas state Rep. Jim Ward, a Wichita Democrat, complained to Bloomberg News in January 2012—after Boeing decided to shut down its 80-year-old Wichita plant. Kansas officials had helped Boeing land a fat U.S. Air Force contract and had lavished the company with billions in municipal-bond funding and tax incentives. In 2001, Boeing pitted Chicago, Dallas and Denver against each other in a contest to see which city would cough up the most loot for its corporate headquarters. The company had been based beside its workers in Seattle since 1917. Now Chicago is stuck with it. In 2011, the National Labor Relations Board accused Boeing of opening a plant in South Carolina as an illegal retaliatory strike against its union workers in Washington. This highly politicized spat was resolved, but it was no morale builder. Boeing’s melting batteries may be a sign the company has grown too big since its megamerger with McDonnell Douglas in 1997. Globule-ization is what happens when a bloated, corporate bureaucracy tries to innovate. Al Lewis is a columnist for Dow Jones Newswires in Denver. He blogs at tellittoal.com; his email address is al.lewis@dowjones.com

INVESTING BASICS

SUNDAY INVESTMENT DARTBOARD

Darts Top the Readers’ Stock Picks Bad Math: Taxes Rise as Savings Fall BY EMILY GLAZER

The darts trumped the readers in the 48th Sunday Journal Investment Dartboard Contest. Denver Post reader Fredric Guist’s stock pick, Taseko Mines, rose about 13% in the six months ended Dec. 31, making him the winner among the readers. The retired president of another mining firm, who lives in Evergreen, Colo., says copper continues to capture world demand and Taseko may grow with a possible new gold mine. “They have a bunch of things that could really even make them grow substantially in the future.” San Diego Union Tribune reader Rod Jooyan, who lives in La Mesa, Calif., landed at the bottom with his selection, Supervalu, which sank about 52%. “My hope was that before the end of December they would have a buyout and pick the stock back up,” says Mr. Jooyan, an employee of grocery store Albertsons. Supervalu is selling part of its struggling retail assets, including Albertsons. As a group, the readers’ picks lost about 11%, while the six stocks chosen by darts thrown at stock pages gained 7.2%. Sunday Journal contributor Andrea Coombes beat out everyone with a 21% jump for her picks. The Dow Jones Industrial Average rose 1.7% over the period.

BY CAROLYN T. GEER

Contest 48: Darts Win Again

The darts came out ahead of the readers’ picks, thanks to a nearly 23% jump by Taiwan Semiconductor. PURCHASE PRICE CHANGE SINCE

READER PICKS (-11.2%)

PRICE 6/29/12

12/31/12

6/29/12

Taseko Mines (TGB) $2.66 Fredric Guist, Denver Post Biogen (BIIB) 144.38 Barbara Mengebier; Arizona Daily Star Northeast Utilities (NU) 38.81 Terrence Connor, Beaufort Gazette Facebook (FB) 31.10 Tayfur Urker, South Florida Sun Sentinel J.C. Penney (JCP) 23.31 Marie Rankart, Treasure Coast Newspapers Supervalu (SVU) 5.18 Rod Jooyan, San Diego Union Tribune DART SELECTIONS (+7.2%) $13.96 Taiwan Semiconductor (TSM) Magellan Midstream Partners (MMP) 35.32 SunTrust Banks (STI) 24.23 Canon (CAJ) 39.94 Kohl's (KSS) 45.49 Lorillard (LO) 131.95 ANDREA COOMBES' PICKS (+21.3%) eHealth (EHTH) $16.11 Amerigroup (AGP) 65.91 ValueClick (VCLK) 16.39 Guideware Software (GWRE) 28.12 HCA Holdings (HCA) 30.43 SXC Health Solutions (SXCI) 49.61

$3.00

+12.78%

146.37

+1.38

39.08

+0.70

26.62

-14.41

19.71

-15.44

2.47

-52.32

$17.16 43.19 28.35 39.21 42.98 116.67

+22.92% +22.28 +17.00 -1.83 -5.52 -11.58

$27.48 91.70 19.41 29.72 30.17 47.10

+70.58% +39.13 +18.43 +5.69 -0.85 -5.06

Editor’s Note: We are winding down the print-only version of The Wall Street Journal Sunday Investment Dartboard contest. In coming weeks, we will introduce a new more, dynamic online contest in partnership with our Dow Jones &. Co. colleagues at MarketWatch.com. The new contest will offer opportunities for more players to participate. We will alert you here when the new contest begins.

We have one print-only contest still ongoing, No. 49, which will wrap up at the end of March. Thanks to all of our hundreds of participants over the years and to the thousands of you who submitted entries. We look forward to seeing you all at our new online contest site. David Crook Editor The Wall Street Journal Sunday

ASK DOW JONES

Estate-Tax Exemption for 2013 BY TOM HERMAN

Q:

I have a question on the recently passed changes to the federal estate-tax laws for 2013. What are the exemptions for estates? P.O., Reed City, Mich.

A:

The basic federal estatetax exclusion amount for estates of people who die in 2013 is $5,250,000, the Internal Revenue Service announced recently, up from $5,120,000 in 2012. The federal estate-tax exclusion now is set permanently at $5 million and is indexed for inflation, says Catherine Grevers Schmidt, a partner at Patterson Belknap Webb & Tyler LLP and

head of the law firm’s trusts and estates department. But because of inflation, the amount for 2013 works out to $5,250,000. The federal gift and generation-skipping transfer tax exemption is the same as the estate-tax exclusion amount, she says. The top federal estate-tax rate on the largest estates is now 40%, up from 35% in 2012. Transfers from one spouse to the other typically are tax-free. A reader from Manhasset, N.Y., recently asked about “portability.” Under the new law, portability became permanent. Portability effectively makes the federal estate-tax exclusion amount “portable” between a husband and wife. When one

spouse dies, the other typically can get the deceased spouse’s unused exemption amount without having to set up trusts or other tax-saving maneuvers. Even if your estate falls below the federal threshold, don’t automatically ignore the subject. “With the increasing federal estate-tax exclusion, there will be an increased focus on state estate taxes in states which impose an estate tax,” Ms. Schmidt says.

Send your questions to us at askdowjones.sunday03@wsj.com and include your name, address and telephone number. Questions may be edited; we regret that we cannot answer every letter.

It’s time to rethink how much you’re saving for retirement and how you’re

saving it. For one thing, the recent budget deal in Washington (aka the American Taxpayer Relief Act) didn’t renew the so-called employee payroll-tax holiday. That means higher Social Security payroll taxes— and smaller paychecks—for nearly all wage earners. At the same time, the new tax law lifted the restrictions on shifting money from regular 401(k)s to Roth 401(k)s, where contributions are made after tax instead of pretax, but withdrawals can be tax-free. (Earnings in regular 401(k)s are taxable when withdrawn.) The payroll-tax increase hits average earners particularly hard and threatens to put a crimp in workplace retirement-savings accounts. For the past two years, the employee share of the tax was reduced to 4.2% from 6.2% on the first $110,100 in earnings. This year, it snaps back to 6.2%. Also, as previously announced by the Social Security Administration, the maximum amount of earnings subject to the tax rises to $113,700 this year, which alone increases Social Security taxes for nearly 10 million workers. Those with wages above the taxable maximum are less affected by the tax, percentagewise, than those with wages below the cutoff, who feel its full effect. “For the five-figure wage earners, it’s a significant change,” says Stephen Horan, head of private wealth management at the Chartered Financial Analyst Institute. “People are more likely to cut back on savings than they are on spending.” Joni Tibbetts, a vice president in retirement investor services at Principal Financial Group, provides an example of what could happen if you don’t budget for the 2% payroll-tax increase and instead cut your pretax 401(k) contributions. A 30-year-old making $50,000 will see his take-home pay shrink $1,000 this year. If

Mitchell MacNaughton

instead of cutting spending this worker puts $1,000 less into his 401(k) this year, he could have nearly $12,000 less by retirement at age 66. If he doesn’t increase his savings rate over the next 36 years, the loss to his retirement account could approach $236,000. (And this isn’t even considering any employer matching contributions.) If you were caught off guard by this year’s payroll-tax hike and are forced to scale back your retirement-plan contributions, Ms. Tibbetts suggests signing up for automatic annual savings-rate increases to get your contributions back on track as quickly as possible. As for converting assets in a regular 401(k) account to a Roth 401(k), one obstacle is the relative scarcity of Roth 401(k) plans. Fewer than half of employers offering regular 401(k)s also offer the Roth version. Beyond that, the pool of ideal candidates for conversion is relatively small: namely, young employees who expect to be in a higher tax bracket in retirement than they are now and who can afford to pay the income taxes they’ll owe upfront on the converted amount from nonretirement assets. Mr. Horan suspects there is another deterrent at work here: tax risk—a possible change in the tax treatment of Roths. Ever since the introduction

of the Roth IRA in the 1990s, Congress has periodically made it easier for investors to convert pretax accounts to Roth accounts in the hopes of drumming up tax revenue in the short term—even though it does nothing to solve the country’s deficit problem long term. Still, assets in traditional individual retirement accounts continue to dwarf those in Roth IRAs by a factor of 15, and fewer than 10% of employees offered Roth 401(k)s choose to use them. “As much as Congress has been trying to encourage people to take that tax bite upfront, people have trouble pulling the trigger,” Mr. Horan says. Perhaps they’re afraid that 20 years from now Congress will change the rules regarding Roths. Remember in the 1980s when they started taxing Social Security benefits? There’s nothing preventing them from doing something similar with Roth distributions. What to do? “When you’ve got uncertainty, create options for yourself,” says Mr. Horan. “Have a portfolio of accounts much like you have a portfolio of securities so that you can adapt to changing tax laws as time goes on.” In other words, don’t put all your retirement eggs in one tax-sheltered basket. investingbasics.wsj@gmail.com


KALAMAZOO GAZETTE

SUNDAY, JANUARY 20, 2013 I5

Stocks & Mutual Funds

STOCKS

Last

Listings are the most-active stocks for NYSE, NASDAQ and AMEX exchanges as of close of business yesterday. Last

Fri Chg

A-B

Wk’s Chg Last

AAR 19.61 +.14 +.62 ABB Ltd 21.14 -.40 ACE Ltd 83.24 +.01 +.48 ADT Cp n 47.98 -.01 +1.14 AES Corp 11.14 +.07 +.03 AFLAC 51.47 +.03 -1.46 AFLAC 52 26.63 +.23 -.15 AGCO 51.67 -.19 +.60 AGL Res 41.16 +.16 +.82 AK Steel 4.62 -.02 -.06 AMC Net 56.11 +.55 +2.91 AOL 29.75 -.58 -.07 ASA Gold 21.75 -.02 -.11 ASML Hld 69.17 +.82 +3.75 AT&T Inc 33.44 +.24 -.83 AU Optron 3.93 -.07 -.29 AZZ Inc s 40.08 -1.24 -.86 Aastrom 1.35 ... AbtLab s 32.74 -.04 -.63 AbbVie n 37.32 +.90 +3.47 AberFitc 49.75 -.62 +1.67 AbdAsPac 7.94 ... Abiomed 12.47 -.38 +.22 Abraxas 2.19 -.04 -.03 AcadiaPh 5.22 -.16 +.21 AcadiaRlt 25.64 -.29 +.12 Accelrys 9.44 +.15 +.12 Accenture 70.11 +.22 +.23 AccoBrds 8.89 -.08 +.59 AccretivH 12.52 -.15 +.79 Accuray 5.25 +.11 +.24 Achillion 9.25 +.05 -.15 AcmePkt 23.77 +.09 +.82 ActiveNet 5.53 -.04 -.25 ActivsBliz 11.36 -.06 -.16 AdamsEx 11.26 +.07 +.17 AdobeSy 37.98 +.25 -.11 Adtran 20.98 -.25 +.18 AdvEnId 14.57 +.63 +.67 AMD 2.46 -.28 -.21 AecomTch 25.16 +.11 +.28 Aegon 6.65 +.02 -.06 Aeropostl 13.81 +.42 +1.43 AEtern grs 2.59 -.01 -.15 Aetna 46.93 -.26 +1.40 Affymax 20.17 -.40 -.74 Affymetrix 3.90 +.13 +.19 Agilent 44.15 +.28 +.72 Agnico g 50.57 -.02 -.30 Agrium g 107.70 -.23 +.88 AirLease 23.44 +.69 +1.01 AirMethd s 43.39 +.14 +1.98 AirProd 88.69 +.27 +.32 39.96 +.21 +.37 AkamaiT 14.40 +.15 +.31 Akorn AlaskAir s 46.64 -.40 -.20 Albemarle 64.44 -.82 +.47 1.65 -.04 +.04 AlcatelLuc Alcoa 9.00 +.06 +.06 72.65 +.25 +.37 AlexREE 97.42 +.01 -2.97 Alexion Alexza rs 4.71 -.05 -.14 26.64 +.16 +.77 AlignTech 22.41 +.29 +.51 Alkermes AllegTch 29.89 -.18 -.69 104.98 +.06 +1.79 Allergan 155.80 -.31 +.27 AlliData AlliBGlbHi 16.64 +.19 +.37 8.24 +.04 +.04 AlliBInco AlliantEgy 45.69 +.04 -.06 AlliantTch 65.70 +.58 +.39 25.39 -1.41 -2.88 AlldNevG AllisonT n 20.82 +.17 +.14 AllotComm 13.48 -.29 AllscriptH 10.26 +.12 +.16 43.21 +.12 +.25 Allstate AlnylamP 22.65 +.80 +2.49 17.67 -.55 -.03 AlonUSA AlonUSA n 21.89 -.66 +1.37 AlphaNRs 9.54 +.21 -.01 7.66 -.08 +.01 AlpGPPrp 4.28 +.01 +.08 AlpTotDiv AlpAlerMLP 16.90 +.07 +.17 AlteraCp lf 35.64 -.06 +.37 AlterraCap 29.81 -.05 +.32 Altria 33.27 +.28 +.34 45.05 +.23 +2.55 AmBev 8.47 -.69 -.15 Amarin Amazon 272.12 +1.64 +4.18 35.03 -.08 -.34 Amdocs 31.70 +.33 +.24 Ameren AMovilL 24.53 -.07 ... AmApparel 1.30 -.02 +.14 11.03 -.23 -.25 AmAxle AmCampus 47.56 -.18 +.56 31.48 +.23 +.45 ACapAgy AmCapLtd 13.10 -.08 -.20 ACapMtg 25.75 +.08 +.62 AEagleOut 21.22 +.13 +2.08 43.51 +.31 +.27 AEP AEqInvLf 13.28 +.16 59.78 -.96 -1.46 AmExp 16.29 +.81 -.56 AGreet AmIntlGrp 35.09 -.12 -.14 ARltyCT n 12.98 +.01 +.39 79.35 +.48 +.57 AmTower AmWtrWks 37.91 +.16 -.44 Ameriprise 65.90 +.50 +.83 AmeriBrgn 45.85 +.33 +2.01 Ametek s 39.36 +.21 +.59 82.08 -1.86 -4.88 Amgen 3.79 +.04 -.07 AmicusTh AmkorTch 4.60 -.10 -.09 Amphenol 67.57 -.26 -.80 AmpioPhm 4.89 +.13 +.73 Amyris 3.29 -.23 -.73 4.99 +.05 +.26 AnacorPh 77.55 +.47 -.29 Anadarko AnalogDev 43.06 +.80 AngiesList 11.62 -.23 -.36 AnglogldA 29.13 -.01 -.03 ABInBev 89.72 +.81 +2.12 66.42 -1.42 +1.58 Anixter 32.02 +.09 -.18 Ann Inc Annaly 14.78 +.05 -.01 36.39 +1.43 +1.41 Annies n 4.05 -.06 -.20 AntaresP AntheraP h .69 +.01 -.04 6.16 +.03 +.07 Anworth 57.11 -.04 -.64 Aon plc Apache 81.82 +.50 +1.42 AptInv 27.59 -.11 +.34 ApolloGM 20.95 +.90 +1.65 ApolloGrp 20.28 -.01 +1.07 ApolloInv 8.90 +.02 -.02 Apple Inc 500.00 -2.68 -20.30 ApldMatl 12.65 +.25 +.94 AMCC 9.42 -.14 +.35 Approach 25.70 -.35 +.09 AquaAm 26.87 +.27 +.19 Arbitron 46.98 +.19 +.14 ArcelorMit 17.58 +.33 +.29 ArchCap 44.56 -.15 -.22 ArchCoal 7.65 +.55 +.70 ArchDan 28.64 -.14 +.30 ArcosDor 13.67 -.13 -.28 ArenaPhm 9.77 -.68 +.11 AresCap 17.76 +.06 -.19 AriadP 20.74 +.25 +1.45 ArmHld 41.43 +.08 -.85 ArmourRsd 6.92 -.01 ArrayBio 3.99 +.07 -.18 Arris 16.84 +.41 +1.49 ArrowEl 37.92 -.07 -.84 ArubaNet 22.06 -.23 -.51 AscenaRt s 16.79 +.03 +.29 AsiaPc 11.12 +.02 +.10 AsscdBanc 13.71 -.40 +.23 Assurant 37.29 +.11 +1.10 AssuredG 15.00 +.40 +.12 AstoriaF 10.02 +.29 AstraZen 48.99 -.14 +.28 athenahlth 88.25 +2.06 +4.90 Athersys 1.25 +.09 AtlPwr g 12.73 +.05 +.40 AtlasEngy 37.24 +.44 +1.35 Atmel 6.71 -.13 -.37 ATMOS 36.98 +.59 +1.45 Atrion 188.01 +.56 -3.56 AuRico g 7.96 -.21 -.12 Aurizon g 4.67 -.03 +1.21 AutoNatn 44.16 -.08 +1.11 Autodesk 37.50 +.17 +.70 Autoliv 65.33 -.55 +.02 AutoData 59.72 +.55 +.30 Auxilium 18.54 +.03 -.50 AvagoTch 34.44 -.37 +.10 AvalonBay 138.56 -.02 +2.40 AvanirPhm 3.02 -.07 -.12 AVEO Ph 7.81 +.20 -.79 AveryD 35.93 -.05 +.07 AviatNetw 3.68 +.06 +.36 AvisBudg 21.31 +.06 +.40 Avista 24.59 +.08 +.12 Avnet 32.07 -.04 +.33 Avon 15.97 -.03 +.75 AXIS Cap 36.88 +.16 -.02 BB&T Cp 31.04 +.15 +.73 BCE g 43.43 +.03 +.83 B/E Aero 50.68 +.65 +.60 BGC Ptrs 3.74 +.17 +.27 BHP BillLt 76.87 +.16 +.21 BHPBil plc 65.74 -.64 -1.23 BJsRest 33.15 -.59 -.94 BMC Sft 43.81 +1.05 +1.13 BP PLC 44.04 -.12 -.44 BPZ Res 3.12 +.01 -.02 BRE 51.18 -.23 -.16 BRFBrasil 22.27 +.13 BabckWil 26.19 +.22 +.88 Baidu 109.84 +1.41 -3.13 BakrHu 44.30 +1.57 +1.29 BallCorp 46.65 +.34 +1.25 BallyTech 46.84 -.42 -.07 BcBilVArg 10.35 -.02 +.09 BcoBrad pf 18.75 +.09 +.41 BcoSantSA 8.56 -.02 -.02 7.55 -.05 -.11 BcoSBrasil BSanChile s 30.00 -.23 +.06 BkofAm 11.14 -.14 -.49 BkIreland 9.10 -.01 +.75 BkNYMel 26.53 +.09 -.25 Bankrate 12.77 +.20 -.49 Barclay 18.96 +.05 -.33 BariPVix rs 23.98 -1.65 -2.48 Bard 101.59 -.03 -1.34 BarnesNob 13.08 -.14 +.32 BarrickG 34.04 -.04 -.21

BasicEnSv Baxter Bazaarvc n Beam Inc BeazerH rs BebeStrs BectDck BedBath Bemis Berkley BerkH B BerryPet BestBuy BigLots BBarrett BioRadA Biocryst BiogenIdc BioMarin BioMedR BioSante rs BioTime BlkHillsCp BlkRKelso BlackRock BlkDebtStr BlkEEqDv BlkIT Blackstone BlockHR BloominB n Blount Blyth s BodyCentrl Boeing BonanzaCE BorgWarn BostProp BostonSci BoydGm BradyCp Brandyw BreitBurn Brinker BrMySq Broadcom BroadrdgF BrcdeCm Brookdale BrkfldAs g BrkfldOfPr BrooksAuto BrwnBrn BrownFB s BrukerCp Brunswick Buckeye Buenavent BuffaloWW BungeLt BurgerK n C&J Engy CA Inc CBL Asc CBOE CBRE GRE CBRE Grp CBS A CBS B CF Inds CH Engy CH Robins CIT Grp CME Grp s CMS Eng CNO Fincl CPFL Eng CSS Inds CSX CTC Media CVR Engy CVR Rfg n CVS Care CYS Invest Cabelas CblvsnNY Cabot CabotOG s CadencePh Cadence Caesars n CalDive CalaStrTR Calgon CallGolf Calpine CalumetSp Cambrex Cameco g Cameron CampSp CdnNRy g CdnNRs gs CP Rwy g CdnSolar Canon CapOne CapitlSrce CapFedFn Caplease CapsteadM CpstnTrb h CardnlHlth Cardiom gh CareFusion CareerEd Carlisle CarMax Carnival CarpTech Carrizo Carters CastleAM Catamarn s Caterpillar Cavium CelSci Celanese Celgene CellTher rs CelldexTh Celsion Cemex Cemig pf s CenovusE CenterPnt CenElBras CentEuro h CFCda g CenGrdA lf CentAl CntryLink Cenveo Cerner ChRvLab CharterCm ChkPoint Checkpnt Cheesecake ChemFinl Chemtura CheniereEn ChesEng Chevron ChicB&I Chicos ChildPlace Chimera ChiAutL rs ChinaMble ChinaUni Chipotle Chrmcft Chubb ChurchDwt CienaCorp Cigna Cimarex Cimatron CinciBell CinnFin Cinemark Cintas Cirrus Cisco Citigroup Citigp wtA CitzRepBc CitrixSys Clarcor CleanEngy CleanHarb Clearwire CliffsNRs Clorox CloudPeak Coach CobaltIEn CocaCola s CocaCE Coeur CognizTech CohStQIR Coinstar ColgPal ColonPT ColonyFncl ColumLb h Comcast Comc spcl Comerica ComfrtS CmcBMO CmclMtls CmwREIT CmtyHlt CompSci Compuwre ComstkRs Comverse Con-Way ConAgra ConchoRes Conns ConocPhil s ConsolEngy ConEd

Fri Chg

Wk’s Chg

12.27 +.37 +.07 67.05 -.14 -1.90 7.22 +.03 +.57 61.73 +.12 +2.03 17.24 +.03 -.97 3.92 +.02 +.10 83.94 +1.08 +2.18 55.40 +.01 -.87 35.90 +.37 +1.26 40.17 +.35 +.84 95.16 -.14 +.77 34.99 +.30 -.31 14.88 +.26 +.67 30.80 -.42 +2.63 18.00 +.23 -.66 113.70 -.73 +2.85 1.66 -.03 -.18 144.28 +.56 +.49 54.08 +.52 +2.52 19.99 +.06 +.37 1.26 -.04 -.16 4.61 -.08 +.09 39.05 -.07 +.76 10.45 +.06 -.05 233.93 +1.93 +12.92 4.40 -.05 -.07 7.66 +.09 +.24 7.14 -.04 -.15 17.73 +.58 +.87 20.56 +.22 +.58 18.50 +.94 +1.50 16.76 +.19 +.71 15.37 -.53 -1.93 8.14 -.25 -1.73 75.04 -.22 -.12 31.96 +.37 +1.38 75.63 -.37 +3.93 107.83 +.71 +.83 6.70 +.09 +.34 6.57 -.10 -.31 34.43 -.20 +.47 12.93 +.07 +.46 21.04 +.07 +.87 33.37 +.10 +.57 34.46 +.19 +.33 34.82 -.33 -.01 23.18 +.10 -.14 5.64 +.08 27.21 -.26 +1.16 36.98 -.13 -.54 16.78 +.04 +.01 9.16 +.23 +.41 26.78 -.14 +.50 64.62 +.45 +1.68 16.79 +.04 +.24 32.07 +.05 +1.03 53.78 +.56 +1.23 35.20 +.10 +.32 76.32 -.16 +1.63 77.00 -.18 +2.26 18.06 +.07 +.20

C-D

22.00 -.33 24.57 +.35 21.10 -.08 33.12 +.49 9.38 +.08 20.55 -.08 40.45 -.60 40.42 -.53 219.06 +1.66 65.01 +.07 65.51 +.63 39.80 -.31 55.50 +.02 25.09 +.18 9.66 -.01 21.00 +.09 22.25 -.06 20.91 +.02 9.28 +.23 49.99 -.70 24.80 -.25 52.11 -.06 12.83 +.01 50.77 +.99 15.33 -.01 42.55 +.10 51.38 +1.22 5.12 -.16 14.00 -.21 7.16 -.37 1.61 -.02 10.41 -.05 15.94 +.45 6.36 -.08 18.82 -.03 32.36 -.20 11.27 -.21 21.53 +.22 58.90 +.27 36.29 +.17 95.36 +.17 30.20 +.39 110.19 -.14 4.34 -.10 37.69 -.11 56.99 -4.60 7.78 -.04 11.87 +.06 5.36 -.19 12.25 +.06 .80 +.02 44.64 +.48 .41 +.01 30.72 +.28 3.30 -.08 61.70 +.20 38.50 +.20 38.58 +.39 52.18 +.65 22.19 -.20 58.66 -1.00 15.57 -.42 52.07 -.46 97.62 +1.92 31.69 -.30 .28 +.00 47.22 +.19 100.03 +1.84 1.44 7.32 -.04 7.00 -.31 10.33 +.01 11.48 +.22 33.34 -.77 20.02 +.11 3.57 +.15 1.75 -.02 21.88 -.05 9.74 +.22 8.84 -.11 40.02 +.32 2.57 -.12 81.19 +1.24 42.39 +.20 78.83 -.12 48.12 -1.05 11.48 33.40 +.08 24.40 -.05 24.05 +.30 20.41 +.09 17.82 +.27 115.24 +.50 48.98 +.19 18.49 +.04 50.00 +.05 2.93 +.01 3.68 -.07 56.56 +.33 16.81 -.12 295.02 +4.69 .82 +.02 79.03 +.10 57.00 +.26 15.44 -.08 56.33 -.23 63.84 +.88 5.55 +.77 5.00 -.30 41.62 +.35 27.57 -.04 42.41 +.20 29.39 -.39 21.02 +.07 41.66 +.42 .47 +.01 20.28 +.04 67.65 -.96 48.91 -.82 13.76 -.08 56.45 -.07 3.17 +.03 37.25 +.56 76.84 +.58 18.36 -.05 61.80 +.23 24.66 -.14 37.70 +.19 34.28 +.11 24.62 +.35 79.32 +.80 10.58 +.03 49.95 +.67 109.01 +.07 22.21 +.11 21.45 +.02 .62 -.00 40.27 +.32 38.67 +.19 33.66 +.15 12.53 +.04 36.98 +.03 15.92 +.18 16.27 +.27 37.66 +1.26 41.87 +.11 11.00 -.12 14.90 +.18 4.50 +.05 31.40 +.18 31.70 +.19 89.20 +.90 27.97 -.03 59.27 +.13 31.88 +1.29 55.78 +.50

+.02 +1.23 +.10 +1.25 +.28 +.04 +1.91 +1.85 +.89 +.09 +.97 -.06 +1.48 +.20 -.13 +.53 +.45 +.37 +1.17 -1.45 ... +.81 +.05 +6.76 -.06 -.36 +3.28 -.26 +.06 +.07 -.22 +.12 +.49 -.26 +.18 +.58 -.50 +1.08 +1.35 +1.07 +1.11 -.07 -1.11 -.08 -.46 -5.00 +.06 -.01 -.35 +.20 -.08 +1.58 -.03 +1.32 -.17 +1.39 +1.00 +1.55 -1.63 +2.10 +.41 -.09 +.67 +2.43 +.73 +.01 +.58 +3.73 -.08 -.30 -1.46 -.16 +.62 -.74 -.02 +.36 -.26 +.50 +.28 +.22 -.30 -.32 -.43 +2.09 +.44 -.34 +.01 -.27 +.64 +1.25 +.17 +.95 +3.51 +1.76 +1.11 +3.58 +.13 +.89 -1.63 -.18 -4.98 +.14 +1.25 +1.10 +.79 +.73 +2.44 +.90 -.30 +.36 -.04 -.17 -2.19 +.54 -.68 +.00 +.14 -3.82 +1.34 -.04 +.37 +.02 +1.04 +1.80 -.14 +2.91 -2.13 +.79 +.79 +.27 +.85 +.05 +2.01 +1.92 +.85 +.60 -.03 +1.81 +1.71 +1.83 -.06 +.49 +.62 +.81 +3.81 -.08 +.03 +.06 +.45 +.94 +.90 +3.37 -.79 +1.00 +1.69 -.13

Fri Chg

ConstellA 38.74 +.19 ContlRes 83.07 +1.00 Cnvrgys 16.85 -.15 CooperTire 26.26 -.39 CoreLogic 27.84 +.05 CorinthC 2.61 -.10 Corning 12.10 -.20 CorrectnCp 38.09 +1.35 Cosan Ltd 17.63 -.09 Costco 101.20 +.24 Cott Cp 8.78 +.14 CousPrp 8.66 +.04 CovantaH 18.88 +.05 CoventryH 45.21 +.01 Covidien 61.00 +.72 CowenGp 2.49 +.04 CrackerB 64.22 -.18 Crane 48.23 -.19 CrwfdA 5.04 -.09 CrwfdB 7.18 -.02 Cray Inc 18.52 +.65 CSVInvNG 16.64 -1.25 CSVLgNGs 25.39 +1.71 CS VS3xSlv 29.82 +.42 CSVelIVSt 21.49 +1.28 CSVS2xVx rs 5.28 -.67 CredSuiss 28.46 +.30 Cree Inc 33.76 +1.18 CreXus 12.47 +.07 Crocs 14.27 -.30 Crosshr g .18 +.00 CrosstxLP 15.93 +.39 CrwnCstle 74.29 +.29 CrownHold 38.48 +.04 Ctrip.com 24.49 +.49 CubeSmart 14.64 +.03 Cubic 46.42 +.33 CubistPh 44.03 +.47 Cummins 115.59 +1.39 CurEuro 132.19 -.52 CurJpn 108.88 -.25 Cyberonics 49.65 -1.34 Cymer 96.10 +.86 CypSemi 10.38 -.18 CyrusOne n 21.20 Cytokinet h 1.01 -.03 DCT Indl 6.95 +.06 DDR Corp 15.84 +.10 DNP Selct 10.00 +.06 DR Horton 21.52 -.01 DSP Gp 6.08 DTE 61.90 +.62 DTF TxF 17.67 +.04 DanaHldg 15.62 -.06 Danaher 60.51 -.20 Darden 45.38 -.01 Darling 17.01 +.08 DaVitaHlth 113.23 +.58 DeVry 24.07 -.08 DeanFds 18.37 -.01 DeckrsOut 37.32 +.20 Deere 90.96 +.86 Delcath 1.42 -.03 31.30 +.41 Delek 12.84 +.02 Dell Inc DelphiAuto 38.82 -.18 13.61 -.22 DeltaAir 33.37 +.22 Deluxe DenburyR 18.19 +.19 6.31 -.19 Dndreon 1.52 -.07 DenisnM g Dennys 5.19 +.01 40.85 +.17 Dentsply DeutschBk 49.03 +.17 DevonE 54.28 +.14 73.35 +.66 DiaOffs 9.21 +.04 DiamRk DicksSptg 48.31 +.01 32.74 +.26 Diebold DigitlGn h 10.27 +.12 DigitalRlt 71.49 +.92 19.02 +.14 Diodes 53.36 +.33 DirecTV DrxFnBull 137.30 +.36 DirSCBear 11.53 -.11 DirFnBear 13.03 -.05 DirSPBear 14.87 -.11 DirDGldBll 10.02 +.06 6.57 -.20 DrxEnBear DrxSOXBll 32.66 -.53 8.69 -.07 DirEMBear DirxChiBull 20.76 +.27 DirxSCBull 73.83 +.53 DirxSPBull 98.70 +.69 DirxEnBull 57.08 +1.58 Discover 38.55 -.74 Discov pfB 26.18 -.06 DiscComA 67.72 +.37 DishNetwk 37.92 +.17 52.34 -.07 Disney 30.42 +.57 DolbyLab DoleFood 10.29 -.24 DollarGen 44.65 -.20 38.52 -.46 DollarTr s DomRescs 52.92 +.51 46.05 +.59 Dominos 84.14 +.92 Domtar g Donldson s 36.48 -.12 9.51 +.09 DonlleyRR .69 -.02 DoralFncl DEmmett 23.61 +.06 68.03 -.21 Dover 33.80 -.01 DowChm DrPepSnap 45.30 +.23 DrmWksA 16.66 +.11 58.41 +1.01 DresserR Dril-Quip 78.17 +.22 2.13 +.06 DryShips 46.99 +.63 DuPont DuPFabros 23.99 -.47 DukeEn rs 66.81 +.79 DukeEn 73 25.21 +.01 DukeRlty 14.98 -.06 35.74 +.69 Dunkin 1.03 +.06 DurectCp Dynavax 3.07 -.02 .40 -.01 DynaVox h 20.05 -.29 Dynegy n

E-F

Wk’s Chg Last +3.11 +1.31 -.11 +.69 +1.21 -.01 -.35 +1.11 +.10 +.92 +.18 +.13 -.38 +.51 +.84 +.01 -.57 +.43 -.15 -.06 +1.97 -3.98 +4.75 +3.65 +1.91 -1.28 +.97 +1.70 +.06 -1.26 +.04 +.43 +1.51 +.40 +.21 +.24 -.32 -.71 +5.00 -.17 -1.04 -3.95 +3.91 +.34 ... -.11 +.25 +.19 +.02 +.57 -.09 +.44 +.12 +.01 +.73 +.46 +.33 +4.03 +.02 +.57 +.68 +1.34 +.02 +1.76 +1.96 +.73 +.26 +.17 +1.57 +.14 +.11 -.08 +.92 -.59 +.02 +1.08 +.02 +1.05 +2.02 -.21 +1.65 +.86 +.96 +1.29 -.51 -.15 -.38 -.15 -.51 +1.71 -.20 -.31 +2.91 +2.33 +3.93 -1.84 -.08 -.44 +1.71 +1.76 -.28 +.11 +1.31 +.40 +.49 +.89 -1.25 +1.71 +.64 -.02 -.24 +.96 -.06 +.22 +.32 +.87 +1.47 +.01 +.84 -.51 +1.12 ... +.32 +1.38 +.07 -.23 +.08 -.17

4.34 +.06 -.21 E-CDang E-Trade 10.18 +.31 +.60 54.21 +.04 +.51 eBay 24.33 +.30 +.18 EMC Cp ENI 51.64 -.48 +.06 EOG Res 126.79 +.76 +1.33 59.50 +.44 +1.08 EQT Corp EagleMat 64.01 +.35 -.94 6.41 -.04 -.10 ErthLink EstWstBcp 22.92 +.02 +.42 EastChem 71.22 -.30 +.70 Eaton 56.67 +.25 +.92 EatnVan 34.81 +.87 +1.56 EV TxAG 15.27 +.22 +.43 EV TxDiver 9.95 +.04 +.07 EVTxMGlo 9.43 +.06 +.14 EVTxGBW 11.21 +.01 +.01 Ecolab 73.82 +.50 +1.01 Ecopetrol 61.80 +.48 +.10 EdisonInt 46.55 +.25 +.75 EdwLfSci 94.56 +3.05 +2.77 ElPasoPpl 40.82 +.93 +1.90 Elan 10.00 +.06 -.34 EldorGld g 12.83 +.02 -.22 ElectArts 14.46 -.05 +.22 EllieMae 27.39 +.22 +1.67 Embraer 27.73 +.11 +.42 Emcore rs 5.22 +.40 +.42 EmersonEl 55.89 +.54 +.85 EmpDist 20.80 -.07 EmpIca 11.32 +.35 +.39 Emulex 7.41 -.04 +.22 EnbrdgEPt 30.05 -.05 +.16 Enbridge 44.54 -.02 -.18 EnCana g 19.39 -.09 -.39 EndvrIntl 5.86 +.06 -.13 EndvSilv g 7.82 -.10 -.16 EndoPhrm 26.82 +.24 +.57 Endologix 15.02 +.13 +.34 EnerNOC 15.49 -.25 +2.71 Energen 48.70 +.12 +.04 Energizer 87.47 +1.28 +4.53 EngyTEq 48.91 -.11 +.10 EngyTsfr 47.25 -.05 +1.49 EngyXXI 33.32 +.95 +.28 EnergySol 3.90 +.02 +.02 Enerpls g 13.35 +.03 +.19 Enersis 19.46 +.42 +.81 Ennis Inc 15.51 -.02 -.08 EnPro 43.58 +.64 +1.26 ENSCO 61.82 +.50 +.94 Entegris 9.29 +.11 +.09 Entergy 63.87 +.60 +.80 EntPrPt 54.90 +.43 +.88 EntropCom 5.56 -.05 -.04 Equifax 58.45 +1.51 +2.27 Equinix 219.96 +1.46 +2.24 EqtyRsd 58.41 -.06 +.26 Ericsson 10.56 +.24 +.26 EsteeLdr s 62.85 -1.38 -1.28 EthanAl 27.93 -.61 +.43 EuroEqFd 7.39 -.01 +.09 ExcelM .57 -.03 -.16 ExcoRes 6.84 +.15 +.32 Exelis 11.42 +.02 +.16 Exelixis 4.63 -.19 Exelon 30.37 +.31 +1.08 ExideTc 3.52 -.11 -.12 Expedia 62.24 -.62 -.37 ExpdIntl 42.87 -.16 +.17 Express 18.16 +.54 +4.27 ExpScripts 55.15 -.19 -.45 ExtraSpce 38.53 +.36 +.89 ExxonMbl 90.80 +.60 +1.19 F5 Netwks 96.89 -1.63 -1.00 FEI Co 59.98 +2.16 +1.48 FLIR Sys 23.84 +.37 +.72 FMC Cp s 60.61 -.22 -.79 FMC Tech 45.99 +.43 +1.69 Facebook n 29.66 -.48 -2.06 FactsetR 91.39 +.25 +2.52 FairchldS 15.01 -.08 +.16 FamilyDlr 58.37 +.33 +1.93 FaroTech 31.80 -.38 +.03 Fastenal 48.60 +1.69 +2.10 FedExCp 99.82 -.11 +2.42 105.09 +.26 -.39 FedRlty 7.89 -.02 +.07 FedSignl FedInvst 22.61 +.22 +.61 FelCor 4.90 -.03 +.01 Ferro 4.59 +.18 +.20 FibriaCelu 12.79 +.11 +.49 FidlNFin 25.91 +.07 +.71 FidNatInfo 37.06 +.01 +.06 Fifth&Pac 14.60 -.16 +1.76 FifthStFin 10.66 +.03 -.10 FifthThird 16.38 +.09 +.91 Finisar 13.98 -1.60 -.99

FinLine FstAFin n FstHorizon FstInRT FMajSilv g FstNiagara FstRepBk FstSolar FirstEngy FstMerit Fiserv FiveBelw n Fleetcor Flextrn FlowrsFds Fluor FocusMda FEMSA FootLockr FordM ForestCA ForestLab ForestOil Fortinet Fortress FBHmSec Fossil Inc FranceTel Francesca FrankRes FrkUnv FreeSeas h FMCG FreshMkt Frischs s FrontierCm Frontline FuelCellE FullerHB FultonFncl Fusion-io

Fri Chg 17.88 24.83 9.97 14.70 19.15 8.29 35.89 30.08 39.89 15.14 81.24 34.99 59.08 6.65 27.06 63.31 25.30 106.65 33.54 14.11 17.06 36.77 7.00 19.75 5.07 31.69 105.00 12.08 28.88 133.39 7.39 .22 33.64 47.93 18.02 4.48 3.41 1.14 39.52 10.57 21.69

Wk’s Chg Last -.07 -.42 -.30 +.13 -.27 +.01 +.02 -.45 +.48 +.03 +.16 -.93 +.89 +.01 -.04 +.21 -.26 -.31 -.19 -.11 -.02 -.25 -.05 +.06 +.52 +.03 +.17 +.83 -2.49 -.01 -.44 -.20 +.08 -.08 +.03 +.40 +.05 +.20

+.59 -.17 ... +.41 -.85 ... +1.23 -1.93 ... +.12 -1.74 +2.99 +2.51 +.19 +2.23 +1.14 -.64 +.74 +.15 +.11 +.11 -1.34 +.04 +.41 +.03 +.17 +4.21 +.37 +.65 -2.27 +.08 -.12 -1.36 +1.89 -1.23 +.13 -.10 -.11 +3.12 +.33 +1.76

G-H

GNC GT AdvTc GabelliET Gafisa SA GalenaBio Gallaghr GamGldNR GameStop Gannett Gap GardDenv Garmin GascoEngy GencoShip GenCorp GAInv GnCable GenDynam GenElec GEC 10-52 GenGrPrp GenMills GenMotors GMot wtB GM cvpfB Genpact Gentex GenuPrt Genworth GeoGrp GeoGloblR GaGulf Gerdau GerNew GeronCp Gevo GiantInter GileadSci GlaxoSKln GlimchRt GlobPay GluMobile GolLinhas GolLNGLtd GoldFLtd GoldResrc Goldcrp g GoldenMin GoldStr g GldFld GoldmS pfI GoldmanS Goodyear Google GovPrpIT GrafTech Graingr GranTrra g GraphPkg GrLkDrge GNIron GtPanSilv g GtPlainEn GreenDot GreenMtC GreenbCos Groupon GpFSnMx n GpTelevisa Guess GugHYCp16 GulfportE HCA Hldg HCP Inc HDFC Bk HMS Hldgs HSBC HSBC Cap2 HainCel HalconR rs Hallibrtn Halozyme HanJI Hanesbrds HanwhaSol HarleyD Harman Harmonic HarmonyG HarrisCorp HWinstn g HartfdFn Hasbro HatterasF HawaiiEl HawHold Headwatrs HltCrREIT HltMgmt HlthcrRlty HlthcrTr n HealthNet Heckmann HeclaM Heinz HeliosTR rs HelixEn HelmPayne Hemisphrx Herbalife HercOffsh Hershey Hertz Hess HewlettP Hexcel HighwdPrp Hill-Rom Hillshire n HimaxTch HollyFront Hologic HomeDp HmLnSvc n HomexDev Honda HonwllIntl HorizPhm Hormel Hornbeck Hospira HospPT HspPT pfC HostHotls HotTopic HstnAEn HovnanE HudsCity Humana HuntJB HuntBncsh Huntsmn Hyperdyn

37.21 -.32 +.96 3.15 -.10 -.18 5.98 +.08 +.08 5.11 +.49 1.72 -.11 35.49 +.02 -.10 13.70 +.03 +.15 23.28 -.21 +.03 19.84 +.16 +.90 32.96 +.12 +1.25 69.95 +.53 +.64 39.52 -.09 -.08 .09 +.01 +.00 4.02 +.01 +.14 10.51 +.47 +.57 29.42 +.04 +.47 32.44 -.10 -.26 70.66 -.36 -.08 22.04 +.74 +.91 25.85 +.10 +.08 19.39 -.04 +.26 41.37 +.22 +.75 29.28 -.21 -1.08 13.20 -.08 -.60 44.89 -.17 -1.06 16.62 +.09 +.05 19.43 +.26 +.99 +.38 65.42 9.15 +.27 +1.04 32.75 +2.03 +2.19 .05 -.00 -.01 47.12 -.25 -2.86 8.92 +.04 -.09 16.57 +.10 +.29 1.66 ... 2.12 +.11 +.09 6.29 -.01 -.04 78.28 +.75 +.20 43.94 -.08 -.60 10.76 -.11 -.22 50.08 +.43 +1.06 2.35 -.02 -.07 +.40 7.25 39.34 +.02 +1.42 12.34 +.21 +.17 14.39 -.26 -.42 37.20 -.04 +.37 4.20 -.41 -.47 1.77 -.01 +.01 3.06 +.17 +.94 25.55 -.07 -.13 144.45 +3.44 +7.32 13.81 -.07 +.03 704.51 -6.81 -35.48 25.26 +.01 +.58 9.44 -.08 -.03 210.23 -.11 +5.60 5.37 -.10 -.09 6.83 +.11 +.11 9.39 -.14 -.12 73.00 -.69 +.38 1.56 +.02 -.06 20.87 +.07 +.14 13.03 -.08 -.86 40.60 -.28 -.63 18.18 +.22 +.74 4.95 -.14 -.40 16.21 -.27 -.83 27.95 +.17 +.24 26.60 -.10 +.04 26.50 -.01 +.05 41.10 +.85 +1.32 36.95 +.41 +3.75 46.48 +.23 +.48 39.59 +.08 -1.14 28.40 -.30 +.52 55.30 -.06 +.69 27.90 -.04 +.02 55.06 -1.07 +1.74 7.76 -.04 -.05 37.50 +1.20 +.88 8.13 -.03 +.92 22.79 +.08 -.32 37.81 -.26 +1.46 1.27 -.07 -.09 52.11 +.09 +1.97 49.62 -.47 -.28 5.23 -.01 +.14 7.64 +.09 -.09 49.94 +.21 +.19 14.91 +.38 +.45 24.39 +.03 +.49 39.01 +1.07 +2.12 27.00 +.26 +.31 25.84 +.13 +.08 6.60 -.02 +.04 9.79 +.15 +.58 62.03 -.04 +.10 9.85 +.10 +.73 25.00 +.07 +.04 10.32 +.03 +.07 26.34 -.21 +.48 3.78 -.07 -.22 5.74 +.05 -.13 60.03 +.53 +1.57 24.45 +.13 +.29 22.65 +.53 +1.80 61.00 +1.30 +2.46 .25 -.00 -.03 43.50 -.02 +3.48 6.85 +.13 +.46 78.28 +.26 +2.16 17.84 +.19 +.30 57.66 +.36 +1.41 17.11 +.95 27.83 +.49 +.12 34.97 +.18 +.47 31.47 +.21 +1.19 30.01 -.10 +.43 3.01 -.11 +.10 44.26 -1.21 -.41 23.21 +.24 +.86 65.47 +.42 +1.77 20.35 -.09 +.45 13.60 -.15 -.24 38.48 -.06 +.32 67.81 +.50 +1.50 2.38 -.07 34.69 +.21 +.54 37.16 +1.08 +.02 34.91 +.04 +.78 25.54 +.43 +1.60 25.16 -.26 -.21 16.71 +.16 +.04 11.28 +.14 +.65 .27 -.04 6.30 +.35 -.10 8.59 +.01 +.01 71.40 -.11 +1.84 63.08 +.30 +2.20 7.00 +.41 17.56 -.13 -.17 .56 -.02 -.04

IAC Inter IAMGld g ICICI Bk iGateCorp ING GlbDv ING INGPrRTr ION Geoph IPG Photon iPass iShGold iSAstla iShBraz iSCan iShEMU iShGer iSh HK iShItaly iShJapn iSh Kor iSMalas iShMex iShSing iSPacxJpn iSSpain iSTaiwn iSh UK iShSilver iShS&P100 iShDJDv iShBTips iShAsiaexJ iShChina25 iShDJTr iSCorSP500 iShCorTBd iShEMkts iShACWX iShiBxB iSh ACWI

41.71 11.00 44.15 17.75 9.18 9.96 6.34 6.76 66.65 2.31 16.39 25.77 56.84 29.19 34.35 25.06 20.12 14.31 9.87 62.45 15.28 73.67 13.64 48.25 32.13 13.45 18.15 30.81 67.20 59.25 121.34 61.06 41.70 101.39 149.13 110.93 44.78 42.87 120.67 49.59

I-J

-.12 -1.68 +.16 -.05 +.21 -.28 +.54 +1.22 +.04 +.09 -.15 -.35 +.07 -.06 +.03 +.06 -1.47 +.42 +.25 +.31 -.02 +.22 -.05 +.31 -.01 +.43 +.03 +.14 -.11 +.10 -.11 -.02 +.04 +.19 -.01 +.01 +.04 -.01 -.27 -.61 -.10 +.04 -.13 +.32 -.02 -.07 -.06 +.50 -.12 -.08 +.05 -.16 -.03 -.12 +.14 +1.33 +.19 +.33 +.23 +.68 +.20 +.08 +.25 +.34 +.61 +.15 +2.01 +.39 +1.26 +.13 +.08 +.10 +.31 +.06 +.17 +.12 -.43 +.07 +.32

Fri Chg

Wk’s Chg Last

iSEafeSC 42.01 -.03 iShEMBd 122.20 +.40 iSSPGth 78.51 +.11 iShSPLatA 45.57 +.09 iSSPVal 69.54 +.35 iShB20 T 120.04 +.92 iShB7-10T 107.08 +.30 iShIntSelDv 34.60 -.06 iS Eafe 58.15 -.06 iSRusMCV 52.84 +.16 iSCorSPMid 107.04 +.16 iShiBxHYB 94.72 +.13 iShNetw 29.62 -.07 iShMtg 14.83 +.07 iSR1KV 76.29 +.24 iSR1KG 67.91 +.12 iSR2KV 79.03 +.23 iShBarc1-3 105.72 +.06 iSR2KG 100.79 +.33 iShR2K 88.57 +.25 iShUSPfd 40.35 +.14 iShDJTel 24.48 +.18 iShREst 67.38 +.40 iShDJHm 22.73 +.03 iShIntInfBd 51.36 -.36 iShFnSc 63.70 +.04 iShCrSPSm 82.03 +.30 iShPeru 47.87 -.08 iShModAllo 32.22 +.05 iStar 8.81 -.07 ITT Corp 25.58 +.06 ITT Ed 14.47 +.04 Icahn Ent 57.79 -.71 IconixBr 23.25 +.13 Idacorp 43.73 +.19 IdenixPh 4.57 -.06 ITW 63.72 +.42 Illumina 51.03 -.56 Imax Corp 23.38 -.32 ImunoGn 15.62 +.26 Imunmd 2.91 -.08 ImpaxLabs 21.02 -.83 Incyte 19.18 -.03 IndBkMI 3.98 +.03 Inergy 20.16 +.16 Infinera 6.71 -.08 InfinityPh 35.83 +1.44 Informat 32.57 +.71 Infosys 52.21 +.08 IngerRd 50.63 -.32 InovioPhm .72 IntgDv 7.66 +.01 IntegrysE 54.29 +.23 Intel 21.25 -1.43 Inteliquent 3.10 +.07 InterXion 23.87 +.24 IntcntlEx 133.33 +2.12 Intermec 9.85 -.01 InterMune 9.95 -.05 IBM 194.47 +.82 IntFlav 70.56 +.48 IntlGame 15.01 -.18 IntPap 41.91 +.27 Interpublic 11.94 8.67 -.08 Intersil Intuit 63.68 +.04 508.33 -5.87 IntSurg InvenSense 12.61 +.05 Invesco 27.66 +.18 InvMtgCap 21.65 5.40 +.07 InvSrInco IridiumCm 7.01 +.19 34.20 +.33 IronMtn 13.51 -.03 IronwdPh Isis 14.36 +.19 ItauUnibH 17.73 +.19 .94 +.02 IvanhoeE h Ixia 19.27 -.61 JDS Uniph 13.20 -.41 JPMorgCh 46.46 +.02 JPMAlerian 41.92 +.22 19.63 -.14 Jabil JackHenry 41.42 +.21 JackInBox 29.48 +.42 JacobsEng 46.05 .75 +.08 Jaguar g Jamba 2.48 -.03 3.16 +.29 JamesRiv 9.83 +.17 JanusCap Jefferies 18.78 +.10 6.12 -.07 JetBlue JiveSoftw 14.81 -.50 JoesJeans 1.24 +.05 73.23 +.33 JohnJn JohnsnCtl 31.01 -.95 JonesGrp 11.69 -.03 69.01 +.78 JoyGlbl JnprNtwk 21.49 +.21

K-L

K Swiss KB Home KBR Inc KKR KKR Fn KLA Tnc KT Corp KC Southn Kellogg Kennamtl KeryxBio KeyEngy Keycorp KilroyR KimballInt KimbClk Kimco KindME KindMorg Kinross g KnghtCap KnightTr KodiakO g Kohls KoreaElc KraftFGp n KrispKrm Kroger KronosWw Kulicke L-3 Com LCA Vis LDK Solar LG Display LIN TV LKQ Cp s LSI Corp LaZBoy LabCp LamResrch LamarAdv Landstar LaredoPet LVSands LaSalleH Latam Air Lattice Lazard LeapWirlss LeapFrog LearCorp LeggMason LeggPlat LenderPS LennarA LeucNatl Level3 LexiPhrm LexRltyTr Lexmark LbtyASE LibGlobA LibGlobC LibMed A n LibtyIntA LibtProp LifeTech LifeLock n Lifevantge LillyEli LimelghtN Limited LincNat LinearTch LinkedIn LinnEngy LinnCo n LionsGt g Liquidity LloydBkg LoJack LockhdM Loews Logitech Lorillard s LaPac Lowes Lubys Lufkin lululemn gs LumberLiq LyonBas A

4.71 16.61 +.33 30.58 +.19 16.93 +.26 11.37 +.10 51.84 -.05 17.59 +.15 87.63 -.24 58.21 +.45 42.56 -.04 2.90 +.04 7.71 +.22 9.28 -.06 49.36 +.42 10.98 -.10 86.82 +.49 19.87 +.04 88.65 +.52 37.41 +.17 9.53 +.04 3.69 -.02 15.63 -.01 9.31 -.09 43.83 +.38 16.09 +.19 47.05 +.13 12.08 +.14 27.08 +.39 19.49 +.49 12.58 -.08 78.81 -.56 3.31 +.19 1.83 -.15 13.39 -.04 9.44 +.55 22.64 -.08 7.33 -.07 15.27 -.01 88.53 +.26 40.12 +.05 42.00 -.21 57.83 +.94 18.63 +.26 52.22 +.34 26.64 +.36 25.08 +.12 4.18 -.02 33.98 -.03 5.69 -.21 9.84 -.16 48.02 -.44 27.49 +.76 28.55 -.05 22.99 -.22 42.08 +.14 24.10 +.13 23.69 -.16 2.27 -.01 10.71 +.09 27.95 +.14 5.00 -.01 69.43 +.91 65.23 +.96 110.55 +.01 20.98 -.10 38.48 +.21 60.79 +5.82 9.23 +.56 2.81 -.09 53.77 +.44 2.32 -.02 46.91 -.03 27.73 -.25 36.48 +.10 119.02 -.30 37.51 +.07 38.53 +.28 18.14 -.17 40.00 +.13 3.42 2.96 93.97 -.78 42.82 +.09 7.24 -.02 39.51 +.05 21.00 +.26 36.99 +.15 6.96 -.13 59.04 +1.88 66.80 -1.35 56.08 -.36 62.59 +.46

M&T Bk MBIA MDU Res MELA Sci MEMC MFA Fncl MCR MIN MGIC MGM Rsts MI Homes MIPS Tech MSCI Inc Macerich MackCali Macys MagicJack MagnaInt g MagHRes Majesco MAKO Srg Manitowoc MannKd ManpwrGp Manulife g MarathnO MarathPet MktVGold MV OilSv s MV Semi MktVRus MktVJrGld MkVHiYMu MarkWest

103.29 8.06 22.20 1.79 3.81 8.96 10.58 6.43 2.81 12.89 27.83 7.87 32.09 58.61 27.03 38.42 15.17 53.52 4.32 .73 10.89 16.66 2.64 47.16 14.43 33.08 65.20 45.11 42.05 34.17 30.38 20.49 33.34 53.35

M-N

-.04 +.03 +.32 -.04 +.01 +.10 +.02 +.05 -.07 -.50 -.01 +.30 +.53 +.29 +.35 -.27 -.06 +.13 -.01 -.43 +.28 -.03 +.06 +.10 -.08 -.18 +.11 +.94 -.41 +.26 -.12 +.13 +.53

-.02 +.76 +.33 +.41 +.95 +.19 +.17 +.15 +.11 +.97 +1.54 +.20 +.62 +.22 +.97 +.31 +1.02 +.01 +1.57 +1.23 +.14 -.28 +.89 +.52 -.17 +.16 +1.34 +.36 +.17 +.15 +.59 -.02 +4.35 +.25 +.18 -.03 +1.16 -1.65 -.61 +1.06 -.11 -.38 +.98 +.14 +.02 +.22 +2.34 -.75 -.01 +1.03 +.12 +.13 +.37 -.75 +.15 +.37 +3.97 -.03 -.27 +.02 +1.93 +.03 +1.80 +.26 +.04 +1.06 +2.33 +.10 -.08 +.06 +.03 +.06 +1.36 -1.20 +1.08 +.49 +.20 +1.61 -.02 +.32 +.64 -.29 +.37 +.69 +1.10 +.08 -.01 +.01 +.25 -.02 +.25 -.57 +.10 +.88 -.66 +.89 +.88 +.83 +1.61 +.25 +1.10 +.95 +.47 +2.65 +.74 +2.09 +1.19 +.89 -.07 +.11 +.44 +.64 -.36 +1.72 +.07 +1.40 +.35 +.09 +.07 +.43 +.11 +1.81 +.28 +.68 +.72 +1.38 +.02 +.24 +.93 -.06 -.32 -.56 +.83 -.02 +.18 +.16 +2.12 +1.68 +1.93 +2.53 -.36 -.30 +.25 +.95 +.04 +.09 -1.36 +.42 +.01 +.97 +.55 -.61 +1.13 -.09 +.19 -.02 +.13 +1.99 +.08 +1.93 +1.60 +.72 -.07 +1.19 +6.77 +.94 +.50 +.66 +.06 +2.53 -.11 +.75 +1.02 +.40 -.17 +.33 -2.70 -.08 -.01 +.26 +.17 -.39 +.50 +.25 +1.32 -.28 +.87 -4.04 -.74 +1.68 +.05 -.20 +.20 -.10 -.12 +.29 +.10 +.05 -.10 +.09 +.46 -.03 +.12 +.67 +.71 +1.53 +.38 +2.01 +.24 -.33 -.26 +.21 +.05 +1.38 +.03 +.93 +3.21 -.29 +1.36 +.28 +.62 +.29 +.24 +.51

Fri Chg

MarIntA 39.27 -.01 MarshM 34.94 +.03 MarvellT 8.68 -.01 Masco 17.78 +.28 Mastec 26.85 +.03 MasterCrd 521.00 -2.35 Mattel 38.03 +.25 MaximIntg 30.53 -.14 McClatchy 3.00 +.07 McCorm 66.65 +.36 McDrmInt 12.27 +.37 McDnlds 92.26 +.50 McGrwH 54.34 +.34 McKesson 103.98 +1.04 McMoRn 16.00 +.01 McEwenM 3.68 -.05 MeadJohn 66.80 +.28 MeadWvco 32.49 -.09 Mechel 7.08 -.01 MedProp 12.93 +.02 MediCo 30.23 +.02 Medivatn s 54.94 +1.47 Medtrnic 45.67 +.50 MelcoCrwn 19.74 -.18 Mellanox 50.17 -1.64 MensW 32.88 +.20 MentorGr 16.66 +.02 Merck 42.98 +.23 MercGn 39.50 -.58 Meredith 33.99 -.44 MergeHlth 2.79 +.01 Meritor 4.89 -.14 MetalsUSA 17.60 +.31 MetLife 36.31 -.05 MetroPCS 9.40 -.01 MKors 54.48 +1.42 Microchp 33.53 -.08 MicronT 7.89 +.08 MicrosSys 44.44 +.11 MicroSemi 20.20 -.31 Microsoft 27.25 MdwGold g 1.33 MillMda n 12.37 +.10 MillerHer 23.35 -.01 MindrayM 35.37 +.69 MitsuUFJ 5.41 +.02 MizuhoFn 3.89 +.06 MobileTele 19.06 -.21 Molex 28.49 +.04 MolsCoorB 44.84 +.63 Molycorp 8.86 +.06 Mondelez 28.08 +.03 Monsanto 102.47 +1.15 MonstrBv s 47.82 -2.02 MonstrWw 5.87 +.03 MonSt 17.17 -.11 Moodys 53.60 +.15 MorgStan 22.38 +1.63 MS China 25.72 +.96 Mosaic 59.38 +.21 MotrlaSolu 59.01 +.97 Movado 37.17 +3.17 Move Inc 8.58 +.51 MuellerWat 6.08 +.04 MultiColor 23.70 +.21 MurphO 61.33 -.46 28.00 -.04 Mylan 27.78 +.18 NCR Corp NII Hldg 6.55 +.10 12.73 +.29 NL Inds 9.01 +.12 NPS Phm NQ Mobile 6.20 +.13 23.89 +.21 NRG Egy .21 NTN Buzz NV Energy 18.66 +.11 NXP Semi 29.63 -.35 33.33 +.32 NYSE Eur Nabors 15.67 +.60 11.90 -.99 NamTai NasdOMX 27.13 +.06 NBGreece 1.56 -.11 NatFuGas 51.21 +.52 54.73 -.04 NatGrid NOilVarco 72.76 +1.03 9.74 +.03 NatPenn NatRetPrp 32.37 +.08 Nationstr n 35.81 -.96 4.95 +.34 Nautilus NavideaBio 2.97 -.03 Navistar 23.47 -.30 8.93 +.06 NektarTh 46.10 +.79 Neogen NeptuneT g 2.54 +.07 34.36 -.11 NetApp 44.32 +.32 NetEase Netflix 99.17 +1.47 25.25 -.40 NtScout NetSpend 11.58 -.15 Neurcrine 9.20 +.14 10.93 +.10 NwGold g 41.09 +.24 NJ Rscs NewOriEd 18.35 -.03 NY CmtyB 13.57 -.08 6.73 NYMtgTr NY Times 8.60 Newcastle 10.00 -.06 NewellRub 23.12 +.19 NewfldExp 28.64 +.09 NewLead h 1.49 -.08 44.89 +.45 NewmtM NewpkRes 8.20 +.08 27.26 -.21 NewsCpA 27.83 -.13 NewsCpB Nexen g 27.06 +.10 7.01 +.06 NexPntCrd NextEra 72 25.47 +.06 NextEraEn 71.55 +.47 26.24 +.21 NiSource 31.63 +.35 NielsenH NikeB s 53.29 -.19 NobleCorp 39.87 +.26 106.62 -.35 NobleEn NokiaCp 4.43 -.10 5.49 -.04 Nomura 8.61 NordicAm Nordson 66.10 +.04 55.52 -.13 Nordstrm 66.70 +.75 NorflkSo NA Pall g 1.65 -.08 39.21 +.51 NoestUt 17.46 +.16 NthnO&G NthnTEn n 24.00 -.46 50.25 +.20 NorTrst NorthropG 67.49 +.35 NStarRlt 7.81 NwstBcsh 12.18 -.11 43.93 +.21 NwstNG NorwCrL n 24.79 4.70 NovaGld g 65.64 -.43 Novartis NovtlWrls 1.62 -.04 Novavax 1.98 -.05 NuSkin 44.95 -.79 NuVasive 17.62 -.01 NuanceCm 23.23 -.10 Nucor 47.52 +.88 NuPathe 3.30 -.01 NustarEn 50.69 +.25 NvCredStr 10.03 +.03 NvIQl 16.83 +.08 NMIQI 15.91 NvMAd 15.68 +.06 NuvMuVal 10.49 +.07 NuvPP 16.80 +.05 NvPMI 15.55 -.02 NuvPI 15.63 +.05 NuvQInc 15.86 +.03 Nvidia 12.17 -.08 OCZ Tech OReillyAu OasisPet OcciPet Oceaneerg Och-Ziff Oclaro OcwenFn OdysMar OfficeDpt OfficeMax Oi SA s OldDomF s OldRepub Olin OmegaHlt Omncre Omnicom OmniVisn OnSmcnd Oncothyr ONEOK s OnyxPh OpenTxt OpenTable OpkoHlth Oracle Orexigen OrientEH OshkoshCp OwensCorn OwensIll PBF Egy n PDC Engy PDL Bio PG&E Cp PHH Corp PLX Tch PMC Sra PNC PNM Res PPG PPL Corp PSS Wrld PVH Corp PVR Ptrs Paccar PacBiosci PacDrillng PacEthan h PaciraPhm PackAmer PallCorp PaloANet n PanASlv Panasonic Pandora ParamTch ParaG&S Parexel ParkDrl ParkerHan PatrkInd Patterson PattUTI Paychex PeabdyE Pengrth g

O-P

1.88 -.05 88.91 +1.12 35.69 +.21 82.58 +.19 59.88 +.77 9.37 1.63 -.03 37.97 -.31 3.13 +.01 4.65 +.42 11.07 +.45 4.42 +.08 36.34 -.07 11.54 -.03 22.80 -.11 25.47 +.29 38.62 +.10 53.23 +.05 15.29 -.18 7.75 -.08 2.19 -.06 46.94 +.56 76.65 -1.20 60.10 +1.53 54.15 +1.92 6.05 +.05 35.11 +.49 6.01 -.26 11.30 -.16 33.74 +.26 40.24 +.17 22.87 +.18 28.50 -.92 39.34 +.70 7.08 -.01 41.01 +.19 23.44 -.19 4.46 5.68 -.06 61.84 -.17 20.48 +.12 142.73 +.75 29.38 +.39 28.92 -.02 118.02 -.95 25.80 -.43 46.37 -.08 3.00 -.04 10.15 +.20 .34 -.00 20.05 +.62 40.02 +.08 67.40 +1.06 55.36 +.87 18.42 -.13 6.71 +.21 10.56 -.29 23.58 -.01 2.31 -.01 33.32 +.29 5.63 +.19 93.70 +2.34 16.01 +.01 35.46 +.29 19.47 +.38 32.38 +.36 25.97 +.60 4.88 -.02

Wk’s Chg22 +.39 -.32 +.06 +.09 +.94 -7.68 +.90 +.92 -.40 +1.58 +.44 +.53 +.47 +2.90 -.04 -.16 -2.36 -.57 +.17 +.27 +.97 +1.82 +1.60 +1.05 -.82 +1.18 +.31 -.25 +.59 +.29 +.14 -.21 -.08 -.03 -.14 +1.54 -.06 +.35 +1.95 -.88 +.42 -.10 +.43 +.81 +1.50 -.01 +.06 +.33 -.15 +2.15 +.38 +.66 +2.39 -3.10 -.08 +.01 +.32 +2.21 +1.73 -.36 +1.51 +4.03 +.20 +.24 -.02 +.15 +.16 +1.27 +.21 +.21 +.17 +.15 +.33 -.01 +.16 +1.63 +.60 +1.02 -2.90 +.55 -.19 +2.11 -.86 +1.87 +.28 +.22 -1.97 +1.03 +.03 -.58 +.66 -.32 +.19 +1.30 -.27 -2.12 -2.04 -.39 +.54 -.02 +1.56 -.50 +.06 +.05 +.10 +.24 +1.32 +.64 +.39 -.87 +.20 +.33 +.40 +.05 +.19 -.16 -.23 +.48 +.47 +.19 +3.45 +1.05 -.27 -.07 -.54 +1.61 +1.68 +2.66 +.01 +.02 +.39 -.57 -2.32 +.42 +.40 -.22 -.43 ... -.20 +.25 +.27 -.17 +2.87 +.28 +.21 +2.09 +.37 +2.35 +.05 ... +.11 -.03 +.01 -.02 +.01 +.07 -.07 -.04 -.06 +.90 +1.26 -.50 +3.30 ... -.17 -.25 -.05 +.89 +1.21 +.13 +.64 +.03 +.34 +.72 +.27 +.95 +.45 +.04 -.16 +2.03 -7.62 +.81 +.62 +.67 +.25 -.02 -.30 +.81 +.79 +.77 +.38 +2.78 -.40 +.06 +.10 +.18 +.34 +1.79 +.33 +.63 +.43 +.01 +.55 -.52 +.34 +.51 +.23 -.01 +.93 +1.16 +3.11 +2.55 -.41 +.45 -.46 -.06 -.01 +.58 +.56 +4.66 -.63 -.03 +.38 +.60 +.80 -.09

SNAPSHOTS 14,000 13,000 12,000 11,000 10,000 9,000

Jan. 18, 2013

Dow Jones industrials +53.68 13,649.70

O Pct. change from previous: +0.39%

N

Jan. 18, 2013

3,400

Nasdaq composite

3,000 2,600

-1.29 3,134.71

O Pct. change from previous: -0.04%

D J High: 13,649.93 Low: 13,571.86

N

2,200

D High: 3,134.73

J Low: 3,119.20

STOCKS YTD 52-WEEK % CHG HIGH LOW +3.7 10.92 7.97 -1.5 13.08 7.93 -4.0 12.20 6.44 +2.9 25.10 21.12 +10.4 37.69 23.15 +2.7 25.00 19.25 +10.9 34.00 27.42 +3.1 62.56 52.46 +.1 16.76 11.13 +4.6 36.08 27.45 +4.6 57.35 36.38 +7.8 16.39 12.04 +7.2 156.02 98.41 +9.0 14.30 8.82 +2.0 74.54 61.09 +5.0 23.18 18.02 +1.6 30.68 18.72 +3.1 31.40 14.38 +5.7 6.82 4.51 +9.5 7.25 5.49 +13.6 4.35 1.35 +5.2 42.20 27.29

YLD VOL NET Stock (SYM) DIV % PE 100s CLOSE CHG Alcoa AA .12 1.3 36 221279 9.00 +.06 AmAxle AXL 7 10860 11.03 -.23 BkofAm BAC .04 .4 43 1718316 11.14 -.14 CMS Eng CMS .96 3.8 17 22567 25.09 +.18 CedarF FUN 1.60e 4.3 25 843 36.92 +.27 ChemFinl CHFC .84 3.4 13 387 24.40 -.05 Comerica CMA .60 1.8 13 26978 33.66 +.15 DTE DTE 2.48 4.0 16 7058 61.90 +.62 DanaHldg DAN .20 1.3 12 11410 15.62 -.06 DowChm DOW 1.28 3.8 26 81357 33.80 -.01 Eaton ETN 1.52 2.7 14 34847 56.67 +.25 FifthThird FITB .40 2.4 10 173236 16.38 +.09 Flowserve FLS 1.44 .9 19 3564157.31 +1.81 FordM F .40f 2.8 12 451308 14.11 -.11 GenDynam GD 2.04 2.9 10 22776 70.66 -.36 GenElec GE .76f 3.4 16 1086063 22.04 +.74 GenMotors GM 11 97335 29.28 -.21 Gentex GNTX .52 2.7 17 6721 19.43 +.26 GraphPkg GPK 24 16543 6.83 +.11 HuntBncsh HBAN .16 2.3 10 114310 7.00 ... IndBkMI IBCP dd 157 3.98 +.03 IntPap IP 1.20 2.9 21 30092 41.91 +.27

MOST ACTIVE NAME

GAINERS

VOL(00) LAST CHG NAME

1718316 11.14

-.14

GuarFBc

S&P500ETF 1458448 148.33

+.33

Cimatron

BkofAm

YTD % CHG +6.4 +1.1 +2.3 +4.2 +2.9 +29.8 +7.0 +4.3 +8.8 +6.1 +10.2

52-WEEK HIGH LOW 46.87 30.83 35.95 23.37 27.80 19.80 58.00 46.33 79.65 66.46 3.66 2.29 54.11 36.54 18.69 10.86 23.42 16.03 67.89 53.36 91.93 70.42 120.78 90.18 +5.8 26.96 20.75 +1.6 79.42 56.31 +3.3 19.24 13.44 +6.3 13.83 7.63 +12.3 61.17 49.43 +9.8 29.18 21.12 +5.8 43.36 29.39 +.6 107.94 49.78 +4.1 47.99 34.00

LOSERS

LAST CHG % CHG

NAME

8.96

+1.52

+20.4

CapOne wt

5.55

+.77

+16.0

20.25 -3.67

-15.3

BiP GCrb

6.72

-1.08

-13.8

11.56 -1.69

-12.8

1256657 21.25 -1.43

JPM2x10yT

38.85 +4.97

+14.7

PrUVxST rs

GenElec

1086063 22.04 +.74 677940 15.84 +.93 618175 22.38 +1.63

DaqoNE rs

+13.8 +13.8 +13.6

IFM Inv rs

ETNxGInet iSoftStone

10.24 +1.24 14.80 +1.80 4.67 +.56

3.62 -.52 TESSCO 22.95 -2.99 CSVS2xVx rs 5.28 -.67

-12.6 -11.5 -11.3

IndlSvAm OrientPap STR Hldgs

3.45 2.47 3.02

+.38 +.27 +.33

+12.4 +12.3 +12.3

LiveDeal HeliosMIT Finisar

3.64 -.46 3.85 -.48 13.98 -1.60

-11.2 -11.1 -10.3

SPDR Fncl NokiaCp Pfizer

557988 17.15 544233 4.43 543351 26.54

+.02 -.10 -.29

iShEMkts

493658 44.78

+.10

iPass

2.31

+.25

+12.1

AMD

2.46

-.28

-10.2

Dell Inc

490793 12.84

+.02

TecumsehB

5.91

+.58

+10.9

RenewE rs

3.55

-.40

-10.1

CLOSE

Crude Oil (bbl) 95.56 Ethanol (gal) 2.37 Heating Oil (gal) 3.05 Natural Gas (mm btu) 3.57 Gold (oz) 1,686.60 Platinum (oz) 1,672.10 Silver (oz) 31.90 7.28 Corn (bu) Lumber (1,000 bd ft) 362.30 Soybeans (bu) 14.29 Wheat (bu) 7.91

INDEX

4,795.28 5,685.40 499.82 435.57 7,222.88 8,787.49 2,721.03 3,196.93 1,485.16 1,266.74 729.75 891.00 15,665.69 13,248.92

D.J. Transport D.J. Utilities NYSE Comp. NASD Comp. S&P 500 Russell 2000 Wilshire 5000

Last

Fri Chg

Wk’s Chg Last

48.83 -.67 -1.48 PnnNGm 4.50 +.01 +.01 PennVa PennWst g 10.70 +.10 +.34 18.87 +.73 +.61 Penney PennyMac 28.27 +.21 +.61 Pentair 52.58 +.73 +2.19 12.39 -.32 -.20 PeopUtdF 10.63 +.11 +.33 PepBoy PepcoHold 19.04 +.01 -.04 72.48 +.05 +1.60 PepsiCo 2.13 -.02 +.03 PeregrinP PerkElm 35.15 +.65 +.77 104.00 +.28 +.15 Perrigo 68.66 -.11 +.48 PetSmart PetrbrsA 19.15 -.08 -.36 19.53 -.10 -.34 Petrobras 25.72 +.31 +.66 PetRes Pfizer 26.54 -.29 +.02 PhilipMor 89.98 +.84 +.75 28.28 -.42 +.46 PhilipsEl Phillips66 n 55.07 -.08 +4.49 6.13 +.09 +.28 PhotrIn 32.70 +.63 +1.20 PiedNG PiedmOfc 19.03 +.15 +.63 22.02 +.23 +1.28 Pier 1 8.85 +.21 +.78 PilgrimsP PimcoHiI 11.95 +.12 +.01 15.70 -.03 -.10 PinnclEnt 52.44 +.31 +.53 PinWst PioNtrl 113.73 -.41 +1.88 11.62 -.11 -.29 PitnyBw PlainsAA s 50.14 +.52 +.25 PlainsEx 46.59 -.25 -.95 25.85 -.23 +1.04 Plexus 47.32 +.28 +.93 PlumCrk Polaris 90.10 +.05 +1.20 11.50 -.18 +.19 Polycom 42.05 +.45 +1.31 Polypore Popular rs 22.49 +.15 +.72 5.91 +.13 +.32 PortglTel 41.48 -.63 -1.10 Potash Power-One 3.97 +.05 -.56 27.98 +.18 +.39 PwshDB 27.87 +.04 +.10 PS Agri PS Oil 26.90 +.10 +.56 PS USDBull 21.85 +.10 +.11 PwSIntlDv 16.47 +.03 +.18 PSFinPf 18.53 +.03 +.02 PS SrLoan 25.19 +.05 +.10 PS SP LwV 28.62 +.14 +.31 PwShPfd 14.86 +.04 +.03 PShEMSov 31.17 +.13 +.08 19.65 +.30 +1.08 PSIndia PwShs QQQ 67.07 -.15 -.19 113.52 +.29 -.48 Praxair PrecMxNik 14.54 +.12 -.06 PrecCastpt 185.36 -.91 -2.44 9.07 +.17 +.61 PrecDrill 71.13 +1.60 +1.59 PriceTR priceline 672.72 +2.83 +17.23 PrinFncl 29.51 +.31 PrivateB 16.74 -.21 +.55 ProLogis 39.50 +.78 +1.22 ProShtQQQ 24.78 +.06 +.05 ProShtS&P 32.61 -.10 -.28 PrUltQQQ s 58.16 -.21 -.34 PrUShQQQ 27.80 +.12 +.13 ProUltSP 65.25 +.32 +1.07 ProShtR2K 23.06 -.09 -.36 PrUPQQQ s 56.32 -.32 -.40 PrUltSP500 99.22 +.86 +2.41 PrUVxST rs 11.56 -1.69 -2.60 PrUltShYen 54.56 +.25 +.96 PShtVxST s 84.64 +5.00 +7.50 PrUltCrude 31.78 +.17 +1.27 PrUShCrde 37.11 -.28 -1.60 ProVixSTF 12.88 -.85 -1.30 ProUltSilv 48.26 +.39 +4.02 ProUShEuro 18.63 +.15 +.04 ProctGam 69.94 +.27 +1.28 ProgsvCp 22.72 +.12 +.38 PrUShSP rs 49.78 -.30 -.93 PUShDow rs 44.00 -.24 -.97 PrUShL20 rs 64.49 -.90 -.19 ProUSR2K 22.79 -.17 -.70 PUSSP500 rs 33.33 -.22 -.81 PUShQQQ rs 36.86 +.27 +.28 ProspctCap 11.27 +.05 +.03 Prudentl 57.71 -.03 +.11 PrudFn 52 25.80 +.07 -.02 PsychmCp 11.73 +.03 +.50 PSEG 29.83 +.04 -.29 PubStrg 150.26 +2.17 +3.21 PulteGrp 20.49 +.12 +1.15 PPrIT 5.57 +.01 +.06

Q-R

QAD Inc B 12.16 -.16 -.54 QEP Res 29.81 -.28 +.37 QR Energy 18.10 +.15 +.70 Qihoo360 31.93 +.10 -1.07 QlikTech h 21.23 +.47 -.20 Qlogic 11.05 -.23 +.96 Qualcom 64.68 -.46 -.22 QualitySys 19.14 +.40 +1.24 QuanexBld 21.13 +.12 +.17 QuantaSvc 28.84 +.23 -.18 QntmDSS 1.31 +.01 +.02 QstDiag 61.40 +.85 +1.99 Questar 21.88 +.13 +.57 Questcor 25.53 -.10 -.40 QksilvRes 3.10 +.16 +.17 Quidel 21.36 +.37 -.03 Quiksilvr 6.13 +.12 +.55 RAIT Fin 6.83 +.10 +.73 RF MicD 4.78 -.13 -.14 RLJ LodgT 20.80 +.07 +.26 RPC s 13.85 +.08 +.04 RPM 31.96 +.48 +1.04 Rackspace 77.78 +.45 -.05 RadianGrp 6.14 -.04 -.04 RadioShk 2.23 +.01 Ralcorp 89.91 +.04 RLauren 167.70 -.36 +1.77 Rambus 5.23 -.03 +.13 RamcoG 14.53 +.04 +.63 RangeRs 68.27 +.81 +3.88 RJamesFn 42.27 +.25 +.65 Rayonier 55.00 +.51 +1.00 Raytheon 58.10 -.15 +.11 RealD 10.89 +.12 -.21 Realogy n 43.59 +1.16 +1.96 RltyInco 44.04 +.12 +1.14 RedHat 54.15 -.71 -.30 RedwdTr 19.56 +.46 +.81 14.68 -.02 +.41 RegalEnt 49.46 +.39 +.63 RgcyCtrs RegncyEn 23.63 +.15 +.49 Regenrn 167.97 -1.62 -11.49 RegionsFn 7.43 -.02 +.19 Regions pfA 25.30 -.09 -.32 Regis Cp 16.76 -.13 -.04 ReinsGrp 56.10 +.51 +.44 RelStlAl 63.23 -.23 -.93 ReneSola 1.95 -.10 -.03 Renren 3.45 +.06 -.37 RentACt 34.40 +.01 +.68

LAST

CHG

% CHG

YTD CHG

5,695.27 462.88 8,792.63 3,134.71 1,485.98 892.80 15,674.57

+13.99 +4.28 +26.08 -1.29 +5.04 +2.44 +48.08

+.25 +.93 +.30 -.04 +.34 +.27 +.31

+7.32 +2.16 +4.13 +3.82 +4.19 +5.12 +4.53

Fri Chg

Wk’s Chg Last

3.00 +.03 +.01 Rentech 8.37 -.01 +.30 RepubAir RepubSvc 30.60 +.21 +.41 RschMotn 15.84 +.93 +2.28 44.59 +.22 +.93 ResMed ResoluteF 14.00 +.13 +.45 6.02 +.04 +.09 ResrceCap 7.47 +.03 +.66 Responsys RexEnergy 13.78 +.17 +.98 .31 -.01 -.03 RexahnPh ReynAmer 42.53 +.09 -.09 RioTinto 55.85 +1.03 +.20 21.48 +.26 +.31 RitchieBr 1.60 +.03 +.16 RiteAid RiverbedT 19.20 -.79 -.73 RobbMyer 59.66 -.02 +.07 34.00 +.29 +1.12 RobtHalf RockTen 74.80 +.52 +1.88 RockwlAut 87.74 +.67 +1.86 58.99 -1.16 -.21 RockColl RockwdH 53.54 +2.81 +2.50 RogCm gs 46.63 +.52 +1.33 116.36 +1.14 +1.98 Roper RosettaR 49.78 +.31 +3.14 58.22 -.05 +1.65 RossStrs 4.96 +.26 +.30 Roundys n Rowan 34.21 +.39 -.15 36.90 -.48 +1.41 RylCarb RoyDShllB 72.14 +.17 +.48 RoyDShllA 70.15 +.10 +.54 79.84 -.01 -1.77 RoyGld 14.35 +.08 +.25 Royce RubyTues 7.89 +.05 30.46 +.55 +3.18 rue21 38.24 -.54 -.46 Ryanair Ryder 55.00 +.20 +1.88 39.43 +.36 +1.43 Ryland RymanHP 40.78 +.36 +.20

S-T

11.97 SAIC SAP AG 77.38 -.29 71.30 -.19 SBA Com 46.28 +.44 SCANA SEI Inv 24.86 +.07 17.08 +.07 SK Tlcm 80.23 +.91 SLGreen SLM Cp 16.88 +.06 SM Energy 56.92 +.35 SpdrDJIA 136.09 +.41 SpdrGold 163.09 -.26 SpdrEuro50 35.53 -.08 SpdrIntRE 41.36 +.04 SpdrIntlSC 29.42 +.05 195.19 +.41 SP Mid S&P500ETF 148.33 +.33 Spdr Div 60.97 +.28 SpdrHome 28.21 +.06 SpdrS&PBk 25.12 -.08 SpdrEMBd 32.67 +.05 SpdrShTHiY 30.83 +.05 SpdrLehHY 41.33 +.06 SpdrNuBST 24.35 +.01 SpdrLe1-3bll 45.80 -.01 SpdrS&P RB 29.59 -.11 SpdrRetl 65.51 +.33 SpdrOGEx 57.20 +.18 SpdrMetM 45.51 +.28 SPX Cp 71.29 +.36 STMicro 8.30 -.03 STR Hldgs 3.02 +.33 SabaSftw lf 9.94 +.14 Safeway 18.64 +.58 StJude 39.45 +.22 Saks 10.87 -.06 Salesforce 170.02 -1.11 SalixPhm 46.39 +.08 SallyBty 25.34 +.26 SamsO&G .81 +.04 SJuanB 15.55 +.72 SanDisk 48.46 +.07 SandRdge 7.02 +.03 SandRdgP 18.70 -.20 SangBio 9.02 -.01 Sanmina 11.54 -.15 Sanofi 47.73 -1.31 Sanofi rt 1.84 -.04 Santarus 12.58 +.31 Sapient 11.97 +.08 Sarepta rs 23.97 -.05 SavientPh 1.08 -.06 Schlmbrg 76.50 +3.13 SchoolSp .60 -.07 Schwab 15.45 +.20 SciClone 4.97 -.02 SciGames 9.14 -.18 ScrippsNet 59.02 +.12 SeabGld g 17.19 -.34 SeadrillLtd 38.67 +.51 SeagateT 35.38 +.36 SealAir 18.80 -.03 Sealy 2.17 -.01 SearsHldgs 46.66 +1.05 SeattGen 29.35 +.41 SelCmfrt 27.77 SemGroup 41.84 +.15 SempraEn 73.19 +.52 Semtech 29.05 -.13 SenHous 24.54 +.25 Sensient 38.00 +.26 Sequenom 4.24 -.07 ServiceCp 14.83 +.09 ServNow n 27.40 -.20 SvcSource 6.05 -.03 Sherwin 164.02 +1.18 Shire 100.04 -.25 ShoeCarn s 20.75 -.34 Shutterfly 33.07 -.36 SiderurNac 5.85 -.04 SigmaDsg 5.34 +.01 SigmaAld 76.93 +.22 SignetJwlrs 61.30 +.35 SilicGrIn 11.82 +.05 SilicnImg 4.83 +.03 SilicnMotn 14.91 -.76 SilvBRT n 21.22 +.47 SilvStd g 13.08 -.26 SilvWhtn g 36.30 -.23 SilvrcpM g 4.68 -.04 SimonProp 159.89 -.01 Sina 55.63 +1.80 SiriusXM 3.16 +.01 SironaDent 65.53 +.02 SixFlags 62.75 +.59 Skullcandy 6.88 -.09 SkywksSol 20.88 -.78 9.02 +.15 SmithWes SmithAO 67.55 +.51 SmithfF 23.37 +.44 Smucker 89.56 -.03 SodaStrm 48.75 +.09 Sohu.cm 48.28 +.50 SolarCity n 15.92 +.71 SolarWinds 54.81 -.59 Solazyme 7.25 +.37 SonicCorp 11.45 +.16 SonocoP 31.18 +.29

2.1 2.3 1.5 2.6 1.8 .3 3.6 1.4 2.0 2.7 1.7 .3 1.0 2.0 1.1

VOL NET PE 100s CLOSE CHG 9 282085 46.46 +.02 13 139704 31.01 -.95 cc 709 24.48 +.14 18 13919 58.21 +.45 9 6621 78.81 -.56 7 369 3.75 +.25 9 5073 53.52 -.06 13 136 17.21 -.02 24 3180 23.35 -.01 12 34560 61.84 -.17 14 40809 93.70 +2.34 22 5847104.00 +.28 16 543351 26.54 -.29 20 3850 71.29 +.36 11 381 15.87 -.15 22 5401 13.54 -.05 16 35920 61.55 +.93 19 23705 27.22 +.13 33 527 40.23 ... 17 19937102.31 -5.09 19 6623 42.66 ...

PVS

CHG

95.49 2.34 3.02 3.49 1,690.40 1,696.90 31.79 7.25 369.40 14.30 7.81

+.07 -.04 +1.04 +2.06 -.22 -1.51 +.36 +.41 -1.92 -.07 +1.28

% YTD +4.07 +8.40 +.24 +6.42 +.70 +8.67 +5.73 +4.19 -3.10 +.74 +1.70

INTEREST RATES

TRENDS 52-WEEK LOW HIGH

YLD % 2.6 2.5 3.3 3.0 2.5

COMMODITIES

LAST CHG % CHG

Intel RschMotn MorgStan

Stock (SYM) DIV JPMorgCh JPM 1.20 JohnsnCtl JCI .76f Kaydon s KDN .80a Kellogg K 1.76 L-3 Com LLL 2.00b Macatawa MCBC MagnaInt g MGA 1.10 MercBank MBWM.40f MillerHer MLHR .36 PNC PNC 1.60 ParkerHan PH 1.64 Perrigo PRGO .36f Pfizer PFE .96f SPX Cp SPW 1.00 SprtnStr SPTN .32 Steelcse SCS .36 Stryker SYK 1.06f Textron TXT .08 UnivFor UFPI .40 Whrlpl WHR 2.00 WolvWW WWW .48

+.01 -4.40 +.49 -.21 +.01 +.76 +1.11 -.49 +1.33 +1.52 +2.03 -.06 +.03 +.04 +2.91 +1.26 +.99 +.44 +.36 +.29 +.04 +.12 +.02 ... +.66 +2.47 +1.08 +.21 +1.39 +.36 +.21 +.69 +1.23 +1.16 +.40 -3.33 +.60 +1.06 +.03 +.79 +1.93 +.16 +.19 +2.04 +.39 -1.14 -.15 +1.10 +.39 -2.21 -.07 +2.75 -.13 +.06 +.01 -.44 -.81 -.41 +.57 +2.09 +.58 -.02 +5.71 +2.48 +.44 ... +1.36 -.14 +.56 +1.04 +.01 +.37 -.06 -.46 +2.74 +1.49 +.75 +.46 -.28 +.15 +.53 +2.43 +1.22 +.12 -.56 -.77 -.47 +.04 -.07 -.09 +.66 ... -1.44 -.22 -.09 -.49 +.69 +2.97 +.72 +1.34 +.65 +.07 +.42 -1.99 -.68 +.40 +.95

Sonus SonyCp Sothebys SoJerInd SouthnCo SthnCopper SwstAirl SwstnEngy SpartnMot SprtnStr SpectraEn SpectPh SpiritAero SpiritAir Splunk n Spreadtrm SprintNex SprottSilv SprottGold STAG Indl SP Matls SP HlthC SP CnSt SP Consum SP Engy SPDR Fncl SP Inds SP Tech SP Util StMotr StdPac StdRegis Standex StanBlkDk Staples StarScient Starbucks StarwdHtl StarwdPT Starz A StateStr Statoil ASA StlDynam Steelcse Stericycle SMadden StillwtrM StoneEngy Stratasys StratHotels Stryker SturmRug SunCokeE SunCoke n Suncor gs SunesisPh SunPwr h SunstnHtl Suntech SunTrst SunTr pfE SupEnrgy Supvalu SusqBnc SwftEng SwiftTrans Symantec SymetraF Synaptics SynergyRs Synopsys Synovus Sysco TCF Fncl TCW Strat TD Ameritr TE Connect TECO TIM Part TJX s TRC Cos TRWAuto TTM Tch tw telecom TaiwSemi TakeTwo TalismE g TangerFac Tangoe TanzRy g TargaRsLP Target TASER TataMotors Taubmn TeamHlth TeckRes g TecumsehB Teekay TlcmArg TelefBrasil TelefEsp TelData Telik rs Tellabs TmpEMF TmpGlb TempurP Tenaris TenetHlt rs Tennant Tenneco Teradata Teradyn Terex TeslaMot Tesoro TevaPhrm TexInst TexRdhse Textron Theravnce ThermoFis Thermon ThomCrk g ThomsonR Thor Inds Thoratec 3D Sys 3M Co ThrshdPhm TibcoSft Tidwtr

52 WK CHG 3-month T-bill +7.85 +3.20 +12.30 +12.49 +12.97 +13.79 +13.30

CLOSE

PVS

.07 6-month T-Bill .10 1-yr T-note .18 .25 2-year T-Note 10-year T-Note 1.84 30-year T-Bond 3.03 3.95 Bond Buyer Muni Idx The prime rate stands at 3.25 percent.

Fri Chg

Wk’s Chg Last

2.29 -.01 12.70 +.79 35.99 +1.27 52.84 +.58 43.49 +.49 41.26 +.56 11.26 -.14 33.69 +.12 5.46 +.05 15.87 -.15 27.19 -.09 12.05 +.05 16.73 +.39 19.25 +.26 33.50 +.35 16.60 -.62 5.65 +.02 12.68 +.06 14.51 -.01 19.96 +.35 39.34 +.26 42.18 +.14 36.48 +.15 49.82 +.06 75.49 +.74 17.15 +.02 39.93 +.32 29.39 -.04 35.68 +.28 24.00 -.18 7.91 -.09 .65 -.03 55.50 +.53 76.95 -.33 13.00 +.21 2.50 +.04 54.81 +.31 60.02 -.14 24.07 +.10 15.69 -.20 53.36 +2.98 25.79 +.01 15.12 -.08 13.54 -.05 95.00 +.85 46.72 +.79 14.02 -.04 22.24 +.19 89.69 +3.74 6.70 -.14 61.55 +.93 52.48 -.08 16.10 -.21 18.25 34.00 -.46 4.39 +.35 7.73 -.15 11.13 +.02 1.74 -.12 29.14 -.43 25.19 +.11 23.88 +.48 3.57 +.02 11.22 -.01 16.30 +.18 10.37 +.14 20.68 -.17 13.25 +.04 32.97 +.10 6.07 +.10 32.24 -.50 2.71 +.09 31.47 +.19 12.85 -.09 5.82 +.02 18.45 +.25 38.72 +.18 17.02 +.06 20.75 -.02 44.75 +.14 5.72 -.05 56.00 -.37 7.98 -.10 26.81 +.15 18.14 -.12 12.52 +.03 12.38 +.15 35.05 +.08 15.53 +.08 3.83 -.02 39.75 +.20 61.53 +.07 9.31 -.11 30.74 +.02 79.80 -.50 33.09 +.50 37.45 +.19 5.91 +.58 34.50 +.12 14.37 +.47 25.36 -.43 14.43 -.10 23.40 +1.03 1.79 +.03 2.25 +.02 20.64 -.04 9.73 +.11 34.99 +.01 41.25 +.07 38.04 +.92 46.22 +.57 36.43 +.38 65.61 -.70 17.13 +.05 29.53 +.25 34.52 +.14 42.49 -1.19 37.71 -.28 33.52 +.37 18.36 +.48 27.22 +.13 20.69 -.28 69.40 +.47 22.47 -.02 4.17 -.01 30.12 -.04 40.42 -.42 36.48 -.31 65.82 +2.67 98.74 +.66 4.33 -.18 22.11 -.30 47.75 +.49

+.08 +1.61 +1.37 +.84 +.33 +1.81 +.21 +1.18 +.20 +.35 -.41 -.67 +.04 +.98 +1.23 -.57 -.27 +.56 +.30 +1.28 +.33 +.41 +.56 +.95 +1.88 +.04 +.84 -.20 +.28 +.39 +.17 -.03 +.54 +1.74 +1.02 -.10 -.20 +.46 +.34 +1.49 +2.78 +.24 +.25 +.15 +.15 +2.94 +.50 +.85 +5.37 +.05 +2.71 +4.97 -.36 ... -.02 +.30 -.46 +.01 -.11 +.83 +.23 +1.30 +.04 +.28 +.23 +.74 +.74 -.20 +2.45 +.37 +.43 +.27 +.56 +.24 +.13 +.17 +.82 -.12 +1.01 +.79 -.19 +.76 -1.24 +.41 -.01 +.21 +.10 +.08 +.41 -.17 +.71 +1.46 -.05 +.23 -.72 +1.20 -.09 +.96 +1.23 +1.73 +.34 -.16 +.28 -1.19 +.02 -.07 +.11 -.31 -.49 +3.74 +1.53 +1.03 +.27 +.03 +.09 +1.61 +.32 -.35 +1.10 +.58 +.81 -2.58 +1.85 -.03 -.03 +.42 -.78 -.83 +5.47 +2.46 -.27 -.84 +2.21

Tiffany TW Cable TimeWarn Timken Titan Intl TiVo Inc TollBros TootsieR Torchmark ToroCo s Total SA TotalSys Toyota TractSupp TrCda g TrnsRty TransDigm Transocn Tranzyme h Travelers Tredgar TriContl TriCntl pf TrimbleN TrinaSolar Trinity TripAdvis TriQuint TriumphGp TriusTher Tronox s TumiHld n TurqHillRs 21Vianet TwoHrbInv TycoIntl s Tyson UBS AG UDR UFP Tch UGI Corp UIL Hold UNS Engy URS US Airwy USA C n USEC USG UTiWrldwd UltaSalon UltraPt g Ultrapar Ultratech UndArmr s UniPixel UniFirst UnilevNV Unilever Unilife UnionPac Unisys Unit UtdCmBks UtdContl UtdMicro UtdOnln UPS B UtdRentals US Bancrp US Enr US NGs rs US OilFd USSteel UtdStatn UtdTech UtdTherap UtdhlthGp UnivDisp UnivFor UnvHR UnivHlthS UnumGrp Uranerz UraniumEn UranmRs h UrbanOut UtahMed VCA Ant VF Cp VOC EnTr VaalcoE Vale SA Vale SA pf ValeantPh ValeroE Validus VlyNBcp Valspar ValVis A ValueClick VangSTBd VangTotBd VanHiDvY VangGrth VangLgCp VangTSM VangValu VanS&P500 VangMCGr VangREIT VangDivAp VangAllW VangEmg VangEur VanSTCpB VanIntCpB VangEAFE VantageDrl Vantiv n VarianMed VectorGp Vectren VeecoInst Velti Ventas VBradley VeriFone VerintSys Verisign Verisk VerizonCm

Fri Chg

Wk’s Chg Last

63.80 +.14 100.54 +1.02 49.93 +.53 50.70 +.04 23.83 +.41 12.07 +.05 36.05 -.11 27.19 +.16 53.76 +.15 44.12 -.17 52.69 -.43 23.62 -.25 95.89 -.89 94.04 +.05 49.33 +.05 4.27 136.22 -.47 55.78 +.47 .58 -.02 76.31 +.41 22.27 +.43 16.85 -.02 50.17 62.18 +.17 5.02 -.17 37.55 -.13 43.68 -.41 5.09 +.03 69.93 +2.55 4.90 -.33 19.04 -.01 23.78 +1.26 8.76 +.20 10.37 +.01 12.37 31.37 +.03 21.85 +.62

U-V

17.29 24.62 19.40 33.97 36.67 44.06 40.83 14.44 17.40 .66 29.92 14.78 94.29 18.41 22.49 38.78 46.26 15.66 81.71 38.70 38.69 2.46 132.49 17.50 45.38 9.77 24.79 2.00 6.35 80.25 50.04 32.87 1.79 20.10 34.77 24.77 32.65 86.95 52.11 54.56 27.56 40.23 53.19 55.46 22.50 1.54 2.45 .44 43.39 40.58 21.95 147.94 13.16 9.14 20.02 19.25 63.77 36.76 35.25 10.06 67.04 2.40 20.01 80.96 83.92 51.52 73.99 67.96 76.50 61.57 67.94 71.99 68.09 62.50 46.65 45.13 50.02 80.31 87.71 36.06 1.79 20.79 75.09 15.45 30.95 30.89 5.18 65.75 23.23 32.44 35.11 39.55 54.58 42.54

-.03 -.05 -.24 +.15 +.27 +.40 +.37 -.04 -.10 +.01 +.57 +.08 -1.37 +.05 +.01 +.76 -.69 -.52 +.47 -.01 -.11 -.11 +.82 -.13 -.33 -.02 -.97 +.08 +.12 +.46 +.76 +.11 +.15 +.48 +.10 +.07 +.17 +.55 -.09 +.16 -.07 +.02 +.68 -.01 +.03 -.05 -.03 +.21 -.23 +.14 -3.19 -1.37 -.02 +.02 -.14 -.01 -.06 +.05 +.02 +.06 +.03 -.04 +.13 +.17 +.18 +.20 +.21 +.18 +.20 +.17 +.29 +.26 +.02 +.05 -.11 +.15 -.02 -.02 +.04 +.50 +.15 +.40 +.55 -.07 +.22 -.13 +.98 +.70 +.14 +.74 +.41

+3.52 +2.66 +.32 +.90 +.35 -.14 +1.64 +1.03 +.31 +.03 -.19 -.04 -.22 +2.55 +.10 -.00 -1.31 +1.69 -.02 +1.46 +.69 +.12 +.09 +.10 -.60 +.95 -.30 -.06 +2.45 -.58 -.53 +2.02 -.62 +.55 +.24 +1.12 +1.53 ... +.23 -.33 +.56 +.31 +.22 +.20 -.34 ... +.08 +.62 +.57 +.90 +.17 -.40 +2.50 -1.83 -1.53 -.12 +.37 +.08 +.13 +1.52 +.20 -.62 -.01 -1.20 -.07 +.14 +2.33 +2.47 -.63 +.18 +1.38 +.71 -.11 +.38 +1.77 -.06 +1.74 +2.36 +.28 +1.17 +4.55 +.29 +.13 -.03 -.06 +.64 +.07 -.03 -1.06 -1.28 -.27 -.30 -.15 +.14 +2.06 -.05 +.44 +.98 +.13 +.12 -.06 +.09 +.65 +.45 +.58 +.73 +.71 +.58 +.91 +.93 +1.01 +.09 +.29 -.03 -.03 +.03 +.06 -.04 +.40 +.51 +.24 +.93 +.50 -.19 +.56 -.17 +.84 +3.61 +1.55 +.68 -.76

CHG YR AGO -.01 -.01 ... -.01 +.01 -.04 -.01

.08 .11 .18 .26 1.83 3.07 3.96

VertxPh ViacomA ViacomB VimpelCm VirgnMda h VirnetX ViroPhrm Visa VishayInt VistaGold Vivus VMware Vodafone Volcano Volterra Vonage Vornado Vorndo pfH Vringo VulcanM

Fri Chg

Wk’s Chg

46.31 -.48 60.26 +.16 57.88 +.29 11.90 38.57 +.12 32.05 -1.14 27.07 +1.01 158.27 -1.61 10.79 -.22 2.46 -.03 13.37 -.36 93.81 -1.55 25.86 +.15 24.87 -.38 16.74 +.14 2.49 +.02 84.63 +1.17 25.19 -.18 3.18 +.06 56.69 +1.55

W-X

17.40 +.45 W&T Off WD 40 53.33 +1.26 WGL Hold 40.54 +.58 17.16 -.48 WMS WPX Engy 14.58 +.11 9.72 +.13 Wabash 65.19 -.37 WABCO WaddellR 38.61 +.01 69.20 +.35 WalMart 39.21 -.15 Walgrn WalterEn 37.06 -.14 WalterInv 46.61 +.40 WarnerCh 13.56 WREIT 27.55 +.12 WsteMInc 35.25 -.02 91.89 +1.32 Waters WatsnPh 85.48 +.91 WeathfIntl 12.37 +.46 WebsterFn 22.30 +.46 WtWatch 59.92 +.14 27.74 -.01 WeinRlt 48.21 +.90 Wellcare WellPoint 62.75 +.33 WellsFargo 34.93 -.10 WellsF pfO 25.48 -.02 Wendys Co 5.10 +.01 WernerEnt 23.38 +.06 WestarEn 29.45 +.07 WAHiInOp 6.53 -.07 WstAstMt n 21.58 -.11 44.81 -.41 WDigital WstnRefin 29.59 -1.04 WstnUnion 13.41 -.02 WstptInn g 26.83 -.07 WetSeal 2.75 -.04 30.63 -.16 Weyerhsr 102.31 -5.09 Whrlpl WhitingPet 48.30 -.60 WhitingTr 5.91 +.18 WholeFd 90.54 +.30 Willbros 6.36 -.25 WmsCos 34.74 +.94 WmsPtrs 49.95 +.30 WmsSon 44.57 -.11 WillisGp 34.75 -.02 Windstrm 9.63 +.05 Winnbgo 18.92 -.08 Wipro 9.20 -.71 WiscEngy 38.11 +.16 WisdomTr 7.95 +.12 WTJpTot 38.97 +.27 WT EmEq 57.62 +.11 WT India 20.50 +.28 WolvWW 42.66 Worthgtn 27.82 -.11 WrightM 21.60 -.15 Wyndham 56.10 -.33 Wynn 124.06 +.60 XL Grp 27.22 +.23 XOMA 2.66 -.07 XcelEngy 27.01 +.04 Xerox 7.64 +.06 Xilinx 37.17 +.73 Xylem 27.51 +.09 YM Bio g YPF Soc Yahoo Yamana g Yandex Yelp n YingliGrn YoukuTud YumBrnds ZBB Engy ZaZaEngy Zagg ZaleCp Zalicus ZebraT Zimmer ZionBcp Ziopharm Zipcar Zogenix Zweig rs Zynga

Y-Z

2.92 15.01 20.02 17.34 22.86 20.30 2.70 21.77 65.15 .37 1.82 7.62 4.61 .64 41.53 73.61 22.55 4.03 12.22 1.42 12.62 2.45

.04 .06 .14 .24 1.98 3.04 4.63

-1.00 +.18 +.10 +1.31 +1.04 -2.35 +2.33 -2.89 +.44 -.12 -.53 -1.81 -.73 -.73 +.49 +.07 +3.55 -.27 -.26 +2.11 +.35 +2.38 +1.84 -.46 -.28 +.20 -.30 +1.26 +.57 +.11 -.22 -.82 +.50 +.40 +.44 +1.28 +1.77 +.84 +.92 +.55 +.01 +2.04 +1.00 -.17 -.11 +.28 +.68 +.22 -.23 +.36 +.83 +.38 -.39 -1.18 -.06 -.17 -2.74 +.75 +.66 +2.08 +.51 +1.25 +.28 -1.76 +.30 -.33 -.61 -.58 +.08 +.16 +.44 +.45 +.85 +3.51 +.03 +.23 +.08 +1.07 +.62 -.17 -.16 +.38 +1.37 +.33

+.02 -.15 -.11 +.73 +.06 -.07 -.01 -.26 +.03 -1.82 -.10 -.28 +.02 -.20 -.25 -1.72 +.02 +.03 -.12 -.32 +.01 -.06 +.09 +.19 -.04 -.14 +.21 +.23 +.61 +2.44 +.05 +.80 -.14 -.46 +.03 -.04 -.04 +.07 +.16 -.04 -.14

Stock table footnotes d — new 52-week low; e — declared or paid in preceding 12 months; f — annual rate, increased on last declaration; g — dividend or earnings in Canadian money (stock prices in U.S. dollars); n — issued in the past 52 weeks; s — split or stock dividend of 20% or more in the past 52 weeks with the high-low range adjusted; u — new 52week high; v — trading halted on primary market, but unless dividend is noted, rates are annual disbursements based on last declaration; pl — preferred; pp — holder owns installment(s); rt — rights: un — units; wd — when distributed; wi — when issued; wt — warrants; ww — with warrants; x — ex-dividend or rights; xw — without warrants


KALAMAZOO GAZETTE

I6 SUNDAY, JANUARY 20, 2013

MUTUAL FUNDS

Fund

Listings are the largest non-institutional mutual funds as of close of business yesterday.

Fund

YTD Return Last

Fri Chg Fund

A-B

AMF Funds: UltShrtMtg -.1 7.32 AcadEm +2.6 19.70 Advance Capital I: Balanc p +2.7 17.54 RetInc +.1 8.96 AdvisorOne : AmerigoN +4.0 14.59 ClermontN +2.2 10.56 Alger Funds A: CapApr +4.3 17.44 SmCapGr +5.8 8.18 SpectraN +4.2 14.30 AllianceBernstein : BdInfla 1 11.32 MuBdInfla 1 +.7 10.81 RealAsset 1 +2.2 11.39 AllianceBern A: BlWlStrA p +2.3 12.50 ConWlthA p +1.1 11.68 DiscGrA p +4.7 7.53 EqtyIncA p +4.0 24.26 GloblBdA 8.61 GblRisk p +.1 16.49 GlbThGrA p +3.1 68.12 GrIncA p +5.0 4.21 GrowthA p +4.2 43.64 HighIncoA p +1.8 9.64 IntGroA p +2.1 14.86 IntlValA p +3.4 11.91 LgCpGrA p +4.2 30.20 NtlMuA p +.8 10.67 QualBdA p -.1 11.32 SmCpGrA +4.8 39.37 AllianceBern Adv: DiscValAdv +5.8 18.36 TxMWApAd +3.7 12.95 ValueAdv t +5.8 10.29 WlthApSt +3.6 12.59 Allianz Funds A: AGICGrthA +4.1 32.56 MCapValA +5.0 19.09 Alpine Funds: DynaDiv r +2.9 3.51 AmanaGrw +3.2 27.76 AmanaInc +4.1 35.66 Amer Beacon AMR: BalAmr +2.7 13.81 Amer Beacon Inv: EnhIncInv +.5 11.09 Amer Century Inv: AllCapGr +3.1 29.45 Balanced +2.6 17.47 CAIntTF +.7 12.04 CorePlus -.1 11.22 EmgMkI +1.6 8.93 EqGroI +4.4 25.57 EqInc +3.6 8.10 EqIndex +4.1 5.57 GNMAI -.3 11.12 GlGold -2.0 17.61 Gl Grwth +3.6 10.12 -.3 11.41 GovBd +3.9 27.93 GrowthI HeritageI +3.9 23.17 +1.4 6.30 HighYld +1.0 9.68 HiYldMu IncGro +4.5 28.54 -.3 13.14 InfAdjBd +.7 11.77 IntTF IntlBnd -1.8 14.34 +1.5 10.42 IntDisc +2.3 11.79 IntlGroI LgCoVal +4.9 6.59 +2.0 11.00 LivS2020 +2.5 10.90 LivS2030 LivS2040 +3.0 10.96 +1.9 12.59 LivS2015 +2.2 12.96 LivS2025 LivS2035 +2.8 13.51 +3.2 13.71 LivS2045 +1.8 11.93 LivSIncm MCapVal +4.5 13.62 +1.5 10.75 NTEmgMkt +4.4 10.67 NTEqGrp NTGrwth +3.8 12.95 +2.4 10.38 NTIntGr +4.6 8.71 NTSmCoInst NT Vista +4.3 11.34 +1.7 12.23 OneChCon +3.0 13.65 OneChAg OneChMd +2.4 13.03 +.9 11.48 VeryCons +3.6 13.85 OneChVAg RealEstI +3.6 24.40 +3.7 45.16 SelectI +.2 10.58 ShtDInflBd ShortDur +.1 10.55 9.71 SGov +4.1 8.86 SmCpVal SmallCo +4.6 9.13 +3.0 8.29 StrAgg +1.7 5.86 StrConv StrMod +2.5 7.03 +3.7 27.01 Ultra +1.7 15.29 Util ValueInv +5.0 6.69 +4.3 18.51 Vista -.1 114.11 ZrCpn2015 ZrCpn2020 -.5 98.81 -1.0 88.44 ZrCpn2025 American Funds A: AmcpA p +4.0 22.56 +3.6 29.37 AMutlA p +3.2 21.06 BalA p BondA p -.1 12.92 +1.9 53.76 CapIBA p +3.0 38.31 CapWGA p CapWA p -.5 21.10 +2.5 42.23 EupacA p +4.2 42.48 FdInvA p GlblBalA +1.6 27.16 -.3 14.16 GovtA p +3.9 35.70 GwthA p HI TrA p +1.5 11.50 +1.2 15.57 HiInMuniA +2.5 18.52 IncoA p IntBdA p -.1 13.73 +1.7 32.25 IntlGrIncA p +4.0 31.37 ICAA p LtTEBA p +.6 16.42 +4.2 29.62 NEcoA p +3.3 32.30 N PerA p NwWrldA +1.7 55.43 +.2 10.31 STTxExBd 10.07 STBFA p SmCpA p +3.4 41.28 +.9 13.26 TxExA p +3.2 10.28 2050TarA p 2045TRetA p +3.3 10.47 2040TarA p +3.1 10.48 2015TarRet p +2.0 9.85 2020TarRet p +2.4 9.94 2010TRetA p +1.7 9.68 2030TRet p +3.1 10.41 2035TRetA p +3.2 10.38 2025TRetA p +2.8 10.15 WshA p +3.6 32.32 Aquila Funds: CO TF A +.8 10.96 Ariel Investments: Apprec +7.4 44.07 Ariel +6.7 54.65 Artio Global Funds: IntlEqA +4.4 26.38 Artisan Funds: GlblOppInv +2.2 15.05 GblValInv +3.2 12.35 Intl +3.1 25.34 IntlSmCp r +2.9 23.03 IntlVal r +2.6 31.18 MidCap +4.4 39.18 MidCapVal +5.1 21.84 SmCap +5.4 21.86 SCapVal +3.6 15.91 Value Inv +4.4 11.77 Aston Funds: FairMCpN +5.9 35.35 RRIndVal N +1.3 10.99 AuxierFocI +3.8 17.26 Ave Maria Funds: Group p +5.4 25.00 RisingDiv +4.9 14.15 BBH Funds: BdMktN +.2 10.42 CorSelN +3.9 18.03 IntlEq NA 13.65 BNY Mellon Funds: AssetAlloM +2.5 11.44 BondFd -.1 13.56 EmgMkts +2.5 10.51 IncmStk +4.7 7.58 IntlFd +2.8 10.33 IntBdFd -.1 13.19 LgCpStk +4.0 9.30 MAIntMun +.7 13.43 MCapMltSt +5.3 11.79 NtIntMu +.8 14.02 NtShTMu +.2 12.99 PAIntMu +.7 13.10 ShTUSGv 12.16 SmCpStk +5.2 12.54 Baird Funds: AggBdInst 10.89 CorBdInst 11.27 IntMuBInst +.6 12.08 IntBdInst 11.31 ShtTBdInst +.2 9.77 Baron Funds: Asset +5.2 51.40 Growth +4.6 56.14 Oppty t +3.0 15.63 Partners p +4.7 23.64 SmallCap +4.8 27.49 Bernstein Fds: ShDvMu +.2 12.66 ShtDur 11.86 IntDur -.2 14.05 Ca Mu +.5 14.89 DivMu +.5 14.88 NYMu +.6 14.63 TxMgdIntl +2.4 14.32 IntlPort +2.4 14.24 EmMkts +1.0 28.56 Berwyn Funds: Fund +4.2 33.36 Income +1.7 13.37 BlackRock A: AssetAllo p +1.7 15.24 BalCapA p +2.7 23.36 CapAppr p +3.2 24.51 Eng&ResA +3.0 29.81 EuroA r +3.3 13.28 ExcBlrk +4.2 669.50 FlexEqA +2.3 12.08 GlbEmMk r +1.7 20.14 GlOpp p +3.7 11.72

... +.04 +.03 +.01 +.03 +.01 +.03 +.03 +.03 +.01 +.01 +.02 +.02 +.01 +.02 +.09 +.01 +.03 +.06 +.02 +.13 ... -.02 -.01 +.04 ... +.02 +.06 +.05 +.02 +.04 +.02 +.01 +.06 ... -.04 +.03 +.02 +.01 +.02 +.04 +.01 +.02 +.07 +.07 +.02 +.02 ... -.04 +.01 +.01 +.07 +.04 ... +.01 +.08 +.02 ... -.04 +.01 ... +.03 +.03 +.03 +.03 +.03 +.02 +.04 +.04 +.02 +.06 +.07 +.03 +.03 ... +.01 +.03 +.02 +.03 +.03 +.02 +.04 +.10 +.06 +.01 +.01 ... +.02 +.01 +.02 +.01 +.01 +.06 +.10 +.03 +.04 +.05 +.28 +.43 +.08 +.11 +.06 +.01 +.02 -.02 -.03 -.08 +.11 -.03 +.01 +.09 +.01 ... +.04 +.01 -.12 +.09 ... +.13 -.05 ... ... +.01 +.06 +.01 +.02 +.02 +.01 +.01 +.01 +.01 +.02 +.02 +.01 +.11 ... +.23 +.21 -.04 -.02 -.01 -.04 -.02 -.11 +.01 +.09 +.07 +.05 +.05 +.12 +.01 +.03 +.06 +.08 ... +.01 -.05 +.01 +.02 +.02 +.03 -.06 +.01 ... -.01 +.04 ... ... ... ... +.01 +.01 +.01 ... +.01 ... +.30 +.20 ... +.24 +.07 ... ... +.02 ... ... ... -.02 -.02 -.02 -.01 ... +.02 +.03 -.04 +.28 -.03 +2.58 -.05 +.07 +.01

YTD Return Last

GlbSmA r +4.6 23.99 HltScOp +6.3 33.41 IntlIdxA r +2.6 11.28 LgCpCA p +4.2 12.67 LgCpGwth +3.5 11.25 LgCVA p +4.9 16.28 LatAA r +2.9 62.36 LgHrzEq r +3.9 12.64 MdCpGA +5.6 13.15 NatRsTA p +4.8 61.68 TotRetA +.4 11.86 USGovBd NA 10.87 BlackRock Instl: MdCpVOp r +5.9 19.68 ValueOpp +5.9 22.26 Brandywine Fds: BlueFd +5.2 25.81 Brndywn +6.1 24.90 Bridgeway Funds: AggInv1 +5.5 38.68 BlChp35 +4.7 8.70 USCMkt +5.0 13.13 Brown Advisory Fds: GroEqInst +4.4 15.32 IntIncInv r -.4 11.17 SCpGrInv +5.3 14.61 BrwnSmCI +4.9 53.09 BruceFund +2.4 404.12 Buffalo Funds: Balancd x +2.5 12.99 HiYld x +.9 11.53 MidCap +3.8 17.62 Sci&Tech +4.6 16.45 SmCap +4.2 29.35 USA Gbl +4.3 28.62

Fri Chg Fund +.03 +.10 -.02 +.02 +.01 +.03 -.01 +.01 +.06 +.38 +.01 +.01 +.07 +.10 +.06 +.06 +.13 +.02 +.02 +.02 +.01 +.02 +.27 +1.02 ... -.04 +.05 +.06 +.16 +.14

C-D

CGM Funds: Focus +9.1 31.96 Mutl +6.9 30.37 Realty +3.6 30.44 Calamos Funds: ConvA p +2.7 16.86 Gr&IncA p +2.9 32.68 GrwthA p +3.6 48.74 HiYldA p +1.2 9.98 IntlGrwA p +2.6 18.01 MktNtA p +1.0 12.78 C&OMkOpp +3.9 22.18 Calvert Invest: CpAccA p +3.7 31.45 Inco p +.3 16.66 IntlEqA p +2.0 14.48 ShDurInA t +.2 16.50 SocialA p +2.1 31.30 SocBd p -.1 16.30 SocEqA p +4.1 40.02 TxF Lg p +1.1 16.72 Cambiar Funds: OppInv +5.9 18.95 SmCapInv +4.3 19.45 Center Coast: MLPFoc A +6.0 10.49 +4.8 14.33 ChamplSC p +4.6 407.76 Chestnt Clipper +4.5 71.93 Cohen & Steers: +3.1 66.57 RltyShrs Columbia Class A: +.9 4.14 AMT TEBd +3.3 11.32 BldAggA p BldModAg p +2.8 11.49 +1.5 11.20 BldModCn p +.9 10.64 CapAlloCn p CaAlloMod p +2.1 11.56 CaAlloMAg r +2.6 11.99 +2.0 14.57 Thermost CnvSecA +3.6 15.53 +4.8 11.12 DivEqInc +.1 5.05 DivrBd DivOpptyA +4.3 9.06 +2.1 8.68 EmMktOpp +5.2 11.56 EqVal A FlotRteA p +1.0 9.16 +3.3 20.30 FocEqA t -.7 6.76 GlobBd A GlobEqty +3.5 7.89 +2.7 10.55 GlblOppA +1.3 3.00 HiYldBd HiYdOpp +1.4 4.40 +1.4 11.49 IncmBldr t -.2 10.44 InflProSc p IntEqA t +1.5 12.05 +4.5 28.14 LgCapGrA t +5.2 12.52 LgCpValA LgCorQ A p +3.9 6.71 +3.9 12.85 LiGoGrA p +.2 10.12 LtdDurCr p 21CntryA t +4.1 13.85 +4.0 10.57 MdCpGrOp +5.4 8.94 MidCVlOp p MulAdSC A p +5.0 6.48 MultiAdvA p +3.1 5.68 +.5 6.45 StrtInA TxEA p +1.0 14.41 +3.7 42.69 SelComm A +3.8 21.68 GlobTech SelLCVal A +5.4 16.70 +5.6 16.23 SelSCValA p Columbia Class Z: Acorn Z +4.6 31.86 +2.5 41.85 AcornIntZ +.4 25.96 AcnIntSIZ AcornSelZ +4.9 26.83 +4.8 30.85 AcornUSA -.2 9.43 Bond CAIntmZ +.8 10.66 +.7 11.32 CTIntMu +5.2 17.01 ContCoreZ DivIncoZ +3.9 15.32 +4.2 21.18 Energy +1.1 10.84 HYMuniZ IntBdZ 9.46 +.7 11.06 IntTEBd +3.4 13.24 IntVlZ LCpCrZ +4.0 14.85 +4.3 28.64 LgCpIdxZ +4.3 14.69 LCpEnCr MarsGrZ +3.9 23.66 +3.1 12.29 MrInOpZ r +.7 11.35 MAIntMB MCpGthZ +4.1 27.69 +5.3 12.43 MdCpIdxZ +5.0 15.56 MdCpVlZ p NCInterZ +.7 10.96 +.8 12.55 NYMuni +.8 12.98 ORIntMuZ ReEsEqZ +2.6 14.75 +5.6 14.63 SelLgCapG +.1 10.00 STIncZ STM Z +.2 10.54 SmCpCorZ +4.2 16.93 SCpGthZ +5.2 28.89 SmCpIPZ +5.0 18.65 SmCpVal +3.8 45.48 SCValIIZ +5.1 15.60 StrInvZ +3.5 19.18 USTreas -.3 11.46 ValRestr +5.2 46.27 VAInvZ +.7 11.57 Columbia Funds: BalancedA t +3.3 29.72 Commerce Funds: Bond +.2 20.97 MoTFBd +.5 20.36 NatTFBd +.7 20.45 CG Cap Mkt Fds: CrFxInc -.1 8.56 EmMkt +2.1 16.20 IntlEq +2.7 10.67 IntlFx +.2 8.27 LgGrw +4.8 17.48 LgVal +4.8 10.00 SmCapVal +5.0 13.33 SmGrw +4.4 20.97 Country Mtl Fds: Bond -.1 11.08 Growth p +4.7 23.41 DFA Funds: CASTMuni +.1 10.32 Gl25 75 I +1.1 12.28 Glb6040Ins +2.4 13.89 IntlCorEq +3.3 11.01 USCorEq1 +4.8 12.94 USCorEq2 +4.9 12.78 WexUSGov -.8 10.36 DWS Invest A: DSmCaVl +5.0 38.23 EqtyDivdA +4.5 36.14 GblIncBldr +2.0 9.62 HiIncA +1.6 5.03 StrGovSecA -.3 8.76 TechA +1.9 15.01 UnconIncA +.8 5.12 DWS Invest S: CapGrth r +3.9 61.51 CoreEqtyS +4.9 19.18 CorPlsInc +.3 11.29 GNMA S -.3 15.37 GlbSmCGr +4.8 39.58 GlblThem +4.2 24.33 Gold&Prc -2.3 13.45 HiYldTx +1.2 13.22 IntTxAMT +.8 12.25 Intl FdS +1.6 43.63 LgCpFoGr +3.2 33.86 LgCpVlS r +4.7 19.26 LatAmrEq +3.8 33.93 MgdMuni S +1.1 9.63 SP500S +4.3 19.74 ShtDurPlS +.3 9.34 WorldDiv +3.0 24.43 DavenptCore +4.2 15.98 Davenport Funds: Value&Inc +4.4 12.27 Davis Funds A: Apr&IncA +5.0 28.59 NYVen A +4.3 36.28 OpptyA +4.3 24.43 FinclA +4.3 31.73 RlEstA +2.8 30.07 Del Inv Instl: USGrw +5.5 19.62 Delaware Invest A: CorpBd p +.3 6.23 Diver Inc p +.2 9.35 Div Inc p +3.3 11.43 ExtDurBd p 6.78 HYldOpp p +1.7 4.32 SMIDCapG +4.8 23.92 LtdTmDvrA -.3 8.82 NtlHYL A +1.2 10.99 SelGrA p +4.8 42.15 SmCVA p +4.5 42.41 TxIntA p +.8 12.50 TxUSA p +1.0 12.39 Diamond Hill Fds: SmCapA r +5.4 26.30

+.03 +.09 ... +.01 +.07 +.06 ... -.03 +.01 +.08 +.11 +.04 -.03 +.01 +.01 +.02 +.06 ... +.09 +.02 +.06 +.06 +1.44 -.02 +.25 ... +.02 +.02 +.01 +.01 +.01 +.02 +.01 +.04 +.03 +.01 +.02 +.04 +.04 ... +.02 -.01 ... +.01 ... +.01 +.01 +.01 -.02 +.05 +.04 +.01 +.03 ... +.01 +.01 +.02 +.01 -.01 ... +.01 -.18 -.07 +.09 +.02 +.04 +.01 -.09 -.08 +.02 +.01 ... ... +.06 +.04 +.10 +.01 +.01 ... -.02 +.02 +.09 +.04 +.06 -.04 ... +.04 +.04 +.05 ... ... ... +.04 +.04 ... ... +.05 +.11 +.07 +.11 +.07 +.03 +.02 +.16 ... +.08 +.02 ... ... +.01 +.09 ... ... +.02 +.03 +.01 +.07 +.01 +.08 ... +.02 +.02 ... +.04 +.04 +.02 +.05 +.05 -.01 +.01 +.01 -.03 +.01 +.27 ... +.02 +.01 +.13 +.04 -.07 +.01 ... -.14 +.20 +.05 +.02 ... +.07 +.01 -.10 ... +.04 +.08 +.03 ... +.01 +.09 +.02 +.01 +.01 +.02 +.03 ... +.13 ... ... +.17 ... +.01 ... +.09

YTD Return Last

Dimensional Fds: EmMCrEq EmgMkSoc GlbRESec ITExQual IntSusCore1 IntlVectEq SelHdGFxd STMunBd SustUSCorI TAUSCorE2 USSoCorE2 USVctrEq USLgVa3 US TgdVal GlEqInst IntlREst IntVa3 InfProSec IntVa4 TMMtV2 Dodge&Cox: Balanced GblStock Income IntlStk Stock Domini Soc Inv: SoclEq Dreyfus: AMTMunBd ActMidA Aprec BsicS&P CoreEqA t Discp Dreyf DryMid r Dr500In t EmgMktI r FxdIncm GNMA GlFxInc I GrChinaA r GrInc HiYldI IntmTIncA Interm r IntlIndx r IntlStkI LgCpEqI MunBd r MuBdOppZ OppMCVal A OppSCap ST IncD SI MuBdD SmCStk r SmCapVal I SMidCpGr I StratValA TechGroA ThirdCenZ WWGrA DreihsAcInc Driehaus Funds: EMktGr IntlDisc SelCredit

+2.2 +2.1 +2.2 -.3 +3.2 +3.7 +.1 +.2 +4.8 +4.9 +4.9 +5.3 +5.4 +5.0 +4.2 +.8 +3.8 -.2 +3.8 +5.3

Fri Chg

20.84 13.43 9.21 10.96 8.62 10.22 10.25 10.27 12.15 10.46 9.93 12.61 18.47 17.86 14.75 5.21 15.77 12.77 13.22 17.44

+.06 +.04 +.01 +.03 ... +.01 -.01 +.01 +.04 +.03 +.02 +.03 +.08 +.05 +.03 -.01 ... +.02 ... +.06

+3.8 81.04 +4.3 9.38 +.1 13.88 +3.8 35.96 +5.0 128.02

+.02 +.01 +.01 +.06 -.04

+3.9 34.22 +.02 +.9 +5.6 +3.9 +4.3 +4.1 +4.2 +4.4 +5.2 +4.3 +2.1 +.1 -.3 +.3 +3.1 +4.9 +1.5 +.7 +2.5 +1.2 +4.4 +.9 +.9 +6.0 +5.1 +.3 +.3 +4.9 +5.0 +5.7 +5.2 +3.5 +4.8 +3.5 +.8

14.42 38.51 45.66 30.41 19.09 34.36 10.23 30.44 40.05 10.64 22.49 15.61 21.91 37.52 16.53 6.75 14.13 14.32 14.81 14.68 12.48 12.00 13.16 33.88 28.83 10.80 13.22 23.03 27.51 15.32 32.54 35.70 11.54 47.03 10.76

... +.13 +.05 +.10 +.03 +.02 +.01 +.08 +.13 +.02 +.01 ... +.01 +.37 +.04 ... ... ... -.07 -.08 +.04 ... ... +.12 -.07 ... ... +.09 +.07 +.04 +.08 -.06 +.06 -.07 ...

+2.7 31.43 +.20 +3.1 28.72 +.02 +1.4 10.01 +.01

E-F

Eagle Funds: +3.7 33.12 CapApprA +4.4 14.43 Gr&IncA MdCpGrA p +5.5 33.62 +5.5 25.51 MdCpStkA p Eaton Vance A: GlbDivInc p +3.2 7.37 NA 9.07 MStrAbR p +.4 10.70 TxAdBdST p TMG1.0 +4.5 628.46 +2.9 7.79 BalanA +1.8 9.75 AMTFMInc FltRtHiIn r +.9 9.60 +5.3 9.28 HlthSA p +1.6 4.62 HiIncOpp r HY MuInc +1.5 8.86 -.1 8.95 LowDur p +4.1 20.29 LgCpVal GrIndia t +2.8 22.83 +.9 10.50 NatLtMInc +2.3 10.47 NatlMunInc StrInc p +.9 8.24 +2.8 10.14 GlbTxMDiv +4.5 28.01 TMG1.1 TMG1.2 +4.5 12.60 +4.2 14.24 TMEAA p +4.3 19.02 TxMnVlA TradGvA -.1 7.30 +3.4 11.22 DivBldrA FAM Funds: Value +4.8 51.23 FMI Funds: +4.5 25.00 ComStk Focus +6.1 32.86 +4.4 17.85 LgCap p +3.8 9.40 ProvTrStr FPA Funds: +4.4 43.49 Capit +.1 10.58 NewInco Parmt +5.5 22.34 +5.5 41.42 Peren +2.9 28.97 FPACres FairholmFoc +2.7 9.73 +.5 31.60 Fairholme Federated A: AssetAlloc +2.8 19.02 +5.1 17.32 ClovValA -.6 11.85 DolBearA InterCntlA t +3.0 51.08 +4.9 24.82 KaufSCA p +1.0 9.12 MunHYAdA PrudBear p -3.3 3.51 +.3 10.46 ShIntMuA p +.4 9.66 BondA CapIncA +1.7 8.24 +5.1 20.39 CapApA +4.5 20.12 EqInA p MidGrStA +5.0 37.86 +1.5 7.89 HiInBdA +.1 10.66 EmgMDb A IntLdrs p +3.5 27.77 +1.9 11.81 MnSkAd p +1.1 10.88 MuSecA StrIncA +.3 9.50 -.3 7.77 US GvtA Federated F: GISI F -.1 9.24 Federated Instl: +4.0 5.22 KaufmnR MunULA p 10.05 Fidelity Adv Foc A: EnergyA p +5.3 37.04 HlthCrA r +5.0 24.61 TechA +2.0 26.82 Fidelity Advisor A: DivIntlA r +2.5 16.53 EAsiaA t +2.0 31.00 EmgMktA r +1.5 21.88 FAFr2045A +3.1 10.12 FF2030A p +2.5 12.99 FF2040A p +3.0 13.18 HiInAdvA +1.8 10.48 IndusA +5.1 29.88 InfPrBdA p -.2 13.27 LevCoStA p +5.8 41.59 MuIncA +.8 13.83 SmlCpA p +5.0 23.87 StrInA +.4 12.72 Fidelity Advisor I: AdvReEstI +3.0 20.45 EmgMktII +.4 15.06 EqGrI +3.3 67.62 GroIncI +4.2 20.81 HiIncI +1.2 8.83 LgCapI +4.3 22.34 MegaCpStkI +4.1 12.35 MdCpII I +5.1 18.60 NwInsgtI +3.3 23.78 ShtFixI +.2 9.36 Fidelity Advisor T: BalancT +2.6 17.06 DivGrT p +4.0 13.91 EqInT +4.4 27.13 GrOppT +3.3 42.97 IntBdT 11.69 OvrseaT +2.7 18.43 StkSelMC +4.3 23.59 Fidelity Freedom: FF2000 +.8 12.47 FF2000K +.8 11.92 FF2005 +1.3 11.36 FF2005A +1.4 11.73 FF2005K +1.3 12.80 FF2010 +1.8 14.37 FF2010A +1.7 12.25 FF2010K +1.9 13.12 FF2015 +1.9 12.03 FF2015A +1.8 12.22 FF2015K +1.9 13.20 FF2020 +2.0 14.60 FF2020A +2.1 12.77 FF2020K +2.1 13.67 FF2025 +2.4 12.24 FF2025A +2.4 12.38 FF2025K +2.4 13.91 FF2030 +2.6 14.60 FF2030K +2.6 14.08 FF2035 +2.9 12.17 FF2035A +2.9 12.34 FF2035K +3.0 14.28 FF2040 +2.9 8.50 FF2040K +3.0 14.33 FF2045 +3.1 10.08 FF2045K +3.1 14.53 FF2050 +3.1 9.94 FF2050K +3.2 14.57 FF2050A +3.2 10.05 FreeIncA p +.8 11.11 FreeIncK +.9 11.78 Income +.8 11.80 Fidelity Invest: AggIntl +2.7 14.25 AllSectEq +4.0 12.47 AMgr50 +2.0 16.78 AstMgr30R +1.2 10.14 AstMgr40 +1.7 10.17 AstMgr60 +2.5 10.34 AMgr70 r +2.8 17.82 AMg85 +3.3 14.63 AMgr20 r +.8 13.24 Balanc +2.5 20.69 BlueChGr +3.5 50.76 BlueChVal +5.2 11.40 CAShITxF r +.4 10.83 Canada +2.3 54.72 CapAp +3.7 30.48 CapDevO +3.5 12.20

+.08 +.06 +.06 +.12 +.01 ... -.01 +1.45 +.02 ... +.01 +.01 ... ... ... +.06 +.17 ... ... ... ... +.07 +.03 +.03 +.08 ... ... +.02 +.09 +.12 +.06 +.02 +.13 ... +.14 +.25 +.07 -.01 -.03 +.02 -.01 -.05 -.06 +.07 +.01 -.01 ... +.02 +.02 +.04 +.08 +.10 +.01 +.01 -.06 +.02 +.01 ... ... +.01 +.01 ... +.23 +.04 -.07 -.04 +.06 +.06 +.01 +.01 +.02 +.01 +.25 +.03 +.11 ... +.09 ... +.08 +.01 +.04 +.09 ... +.09 +.06 +.04 -.01 ... +.02 +.02 +.13 -.01 +.01 -.05 +.01 +.01 +.02 +.01 +.01 +.01 +.01 +.01 +.02 +.01 +.01 +.02 +.01 +.02 +.02 +.01 +.01 +.01 +.02 +.02 +.01 +.01 +.02 +.01 +.02 +.01 +.02 +.01 +.02 +.01 +.01 +.01 ... +.02 +.01 +.02 +.01 +.02 +.02 +.02 +.02 +.01 +.02 +.04 +.04 ... -.10 +.03 +.02

YTD Return Last

CpInc r +1.8 9.65 ChinaRg r +3.6 31.77 CmdtyStrat +1.7 8.37 Contra +3.3 80.16 CnvSc +4.1 26.96 CorpBd -.1 11.42 DisEq +4.1 25.36 DivIntl +2.5 30.68 DivStkO +4.5 18.14 DivGth +4.0 31.10 EmergAs r +2.0 30.50 EmrMk +1.6 23.57 EmMkDebt +.3 11.16 Eq Inc +4.4 49.12 EQII +4.5 20.36 ECapAp +3.2 19.62 Europe +2.9 32.14 Export +3.4 22.64 Fidel +4.0 37.26 Fifty r +4.4 21.08 FltRtHiInc +1.2 10.56 FltRateHi r +.8 9.98 FocHiInc r +.9 9.45 FocsdStk r +4.4 15.81 FrInOne +3.3 30.18 GNMA -.1 11.72 GloBal +1.7 23.79 GlbCmdty r +2.1 15.12 GblHiInco +1.4 10.35 GblStratC +1.9 9.47 GovtInc -.2 10.55 GroCo +3.4 96.37 GroInc +4.1 22.14 GrDiscv +3.3 16.09 GrStrat r +4.3 21.61 HighInc r +1.4 9.45 Indepn +5.0 27.22 InProBd -.1 13.34 IntBd 11.13 IntGov 10.84 IntmMu +.6 10.70 IntlGrRet +2.8 9.51 IntRlEst r +1.3 9.64 IntlDisc +2.2 33.81 IntlEq r +2.3 7.50 IntlSCp r +3.1 20.99 IntlSCOp r +2.0 11.55 InvGrBd -.2 11.56 InvGB -.2 7.98 Japan r +1.9 10.02 JpnSm +4.3 9.46 LCpCrEIdx +4.1 10.44 LCpGrEIdx +4.1 11.54 LargCap +4.3 21.38 LgCapVal +4.9 11.70 LatAm +3.0 47.71 LevCoStk +5.4 33.95 LowP r +3.8 41.00 Magelln +4.2 76.36 MegaCpStk +4.2 12.39 MI Mun +.6 12.60 MidCap +4.7 30.75 MCpVl r +5.8 18.83 MtgSec -.3 11.32 MuniInc +.8 13.66 NASDAQ r +3.8 41.62 NwMkt r +.4 17.83 NwMill +4.3 31.61 Nordic +3.8 33.12 OTC +2.3 62.01 100Index +3.9 9.79 +2.4 33.09 Ovrsea +3.3 25.79 PcBas Puritn +2.6 19.92 +3.1 12.48 RE Eqty +1.9 11.38 RE Inco RealEInc r +1.9 11.62 +3.1 33.15 RealE +1.7 8.95 SCmdtyStrt SrEmrgMkt +2.1 17.51 +2.3 11.19 SrsGlobal +2.9 12.23 SrsIntGrw SrsIntSmCp +2.0 13.18 +2.2 9.60 SrsIntVal +.3 10.87 StIntMu STBF 8.60 +5.3 25.35 SmCapDisc +5.6 16.68 SCpGrth r SmCapOp +5.0 11.58 +4.2 18.85 SmllCpS r +5.6 17.08 SCpValu r StkSelLCV r +4.7 12.27 +4.2 29.50 StkSlcACap +5.0 21.10 StkSelSmCp StrDvIn +3.3 12.73 +.4 11.40 StratInc +1.1 9.75 StrReRt r TaxFrB r +.8 11.80 10.94 TotalBd +3.2 75.91 Trend USBI -.2 11.86 8.24 UlShBd r +2.4 19.09 Utility ValueDisc +4.6 17.03 +4.6 33.11 ValStra t +5.0 80.17 Value Wrldw +3.3 21.03 Fidelity Selects: +4.8 20.24 Banking Biotch +6.4 117.05 +7.6 53.95 Brokr +5.5 125.63 Chem ComEquip +5.5 24.45 +5.1 64.58 Comp +4.9 26.78 ConDis ConsuFn +4.5 15.24 +3.9 83.17 ConStap +5.5 51.43 CstHo DfAer +3.4 90.08 +5.2 48.03 Electr +5.3 53.49 Enrgy EngSv +7.5 71.72 +5.3 65.06 FinSv -1.6 36.38 Gold r Health +5.1 140.88 +6.3 26.76 IT Svc +5.0 38.77 InEqp Industial +5.1 26.90 +4.4 53.85 Insur +4.0 105.53 Leisr Material +4.7 74.73 +4.3 59.83 MedDl +7.0 29.83 MdEqSys Multmd +5.7 60.62 +5.6 32.57 NtGas +4.5 33.69 NatRes r Pharm +4.9 15.78 +4.8 65.20 Retail +3.9 85.48 Softwr Tech +2.0 103.30 +1.2 51.48 Telcm +7.5 55.36 Trans UtilGr +3.4 58.57 +3.0 8.54 Wireless First Eagle: GlblA +2.1 49.62 -1.5 26.96 SGenGld p +3.0 18.41 US ValA t First Investors A EqtyInco p +4.5 7.98 GloblA p +3.0 7.15 GovtA p -.4 11.34 GroInA p +5.2 17.50 IncoA p +1.3 2.66 IntlA p +2.5 12.37 InvGrA p -.1 10.27 OppA p +5.5 31.26 SelGrA p +4.0 8.15 SpSitA p +4.3 24.68 TxExInco p +1.1 10.37 TxExOpp p +1.3 17.37 TotRtA p +3.1 17.09 Forum Funds: MrHrdCur +.7 12.24 PolGlbVl p +4.5 15.91 Forward Funds: SelectIncA p +2.3 24.99 Frank/Temp Frnk A: AdjUS p +.1 8.84 T BRIC A t +4.3 12.32 BalInv p +4.9 44.17 BioDisA p +7.6 89.54 CA IntA p +.9 12.27 China A p +3.9 40.20 TgtConA p +1.7 14.30 CvtScA p +3.0 15.66 CoreAll p +4.0 14.11 DynTchA +4.1 34.59 EqIncA p +3.9 18.83 FedL T TF +.2 10.56 FedInt p +.8 12.65 FedTFA p +.9 12.85 FlxCpGrA +3.6 48.60 FlRtDA p +.6 9.17 FoundAl p +3.8 11.56 GoldPrM A +.5 30.85 GrwthA p +3.3 52.27 GrOppA p +4.0 22.50 HYTFA p +1.1 11.04 HiIncA +1.5 2.11 IncomA p +2.8 2.29 InsTFA p +.7 12.70 NYITF p +.7 12.01 LowDuTRA +.3 10.26 LMGvScA 10.23 MITFA p +.6 12.41 MicValA p +3.9 32.97 NatResA p +4.4 34.55 ReEScA p +3.0 17.45 RealRtnA t +.8 10.96 RisDvA p +4.5 39.52 SmCpGrA p +5.5 13.13 SmCpVl p +4.6 48.57 SMCpGrA +4.6 35.50 StratInc p +.9 10.78 TtlRtnA p +.2 10.34 USGovA p -.3 6.78 UtilsA p +2.0 13.89 Frank/Tmp Frnk Adv: TFrMkAd +5.0 16.84 Frank/Temp Mtl A&B: FinSvcA p +3.7 14.14 Frank/Temp Temp A: DvMktA p +4.0 24.56 EM SC A p +4.2 11.92 ForgnA p +4.4 7.17 GlbOpA p +3.7 19.41 GlSCoA p +4.7 7.16 GrwthA p +4.6 20.32 T IncoA t +3.2 2.94 WorldA p +4.6 16.46 Franklin Templ: BalancedA t +2.4 10.81 FTHrdC p +.3 9.67 TarGrA p +2.9 16.27 TgtMdA p +2.2 14.91 FundX Upgrader Fds: Upgrader NA 36.90 GAMCO Funds: GoldAAA GE Elfun S&S: Diversfd Income IntlEq

Fri Chg Fund +.01 +.15 +.03 -.04 -.01 +.02 +.04 -.06 +.08 +.05 +.05 +.06 ... +.22 +.08 -.07 -.13 +.06 +.07 +.01 +.01 ... ... ... +.05 +.01 -.03 -.02 -.01 +.01 +.01 +.02 +.09 +.01 +.05 +.01 +.09 +.04 +.01 +.01 ... -.01 -.02 -.09 -.01 +.03 +.03 +.01 +.01 +.04 +.09 +.02 +.02 +.09 +.04 +.01 +.08 -.02 +.23 +.06 ... +.08 +.07 ... ... -.02 ... +.11 -.01 -.11 +.03 -.10 +.11 +.04 +.05 +.02 +.01 +.16 +.04 +.02 -.02 -.02 +.03 -.05 ... ... +.09 +.08 +.02 +.01 +.04 +.04 +.09 +.02 +.03 +.01 +.02 ... +.01 +.05 +.02 ... +.12 +.03 +.06 +.25 -.02 -.07 -.09 +.43 +.42 -.04 +.10 +.05 -.12 +.24 +.19 +.08 -.55 +.33 +1.40 +.31 -.16 +.21 +.04 +.36 +.22 +.02 +.29 +.38 +.20 +.16 +.14 +.32 +.16 -.04 +.17 -.04 -.26 +.34 +.12 +.45 +.04 +.19 -.05 +.02 +.02 +.01 ... +.05 ... -.01 +.02 +.13 +.02 +.03 +.01 ... +.04 -.05 +.02 +.06 ... +.12 +.10 +.23 ... +.54 +.01 +.05 +.02 +.07 +.07 ... ... ... +.11 ... +.01 -.08 +.04 +.02 +.01 ... +.01 ... +.01 ... ... ... +.10 +.23 +.07 +.01 +.11 +.04 +.13 +.11 ... +.02 ... +.09 +.04 +.03 +.22 +.02 -.02 ... +.01 -.04 +.01 -.02 +.02 -.03 +.02 +.01 ...

G-H -3.0 21.34 -.12 +2.3 18.73 +.03 -.2 11.62 ... +1.4 18.56 -.02

YTD Return Last

S&S Inc -.2 TaxEx +.8 Trusts +5.2 US Eqty +5.1 GMO Trust: USTreas x GMO Trust III: CHIE +4.0 For +3.8 GlobBd -.1 IntSm +2.9 TxMgdIE +2.9 Quality +3.8 Gabelli Funds: Asset +4.7 EqInc p +4.6 GwthAAA +4.0 SCapG +5.3 Util A p +2.6 Value t +5.1 Glenmede Funds: CrFxdIn p -.3 MunInt p +.4 SCpEqAd +5.4 StratE p +4.2 Goldman Sachs A: CapGrA +4.0 GvIncA p -.3 GrIStrA +2.4 GrIncA +4.8 GrStrA +3.1 MuniA +1.0 StruEq +5.1 TechTollkp +2.7 GoodHaven +4.9 Grnspg +2.4 GuideMark Funds: CoreFxd Sv -.2 WldexUS Sv +2.5 GuideStone Funds: AggAllGS4 NA BalAll GS4 NA ConsAllGS4 NA EqInxGS4 +4.2 ExtDrGS4 x GrAll GS4 NA GrEqGS4 +4.1 IntEqGS4 +2.7 LwDrGS4 +.1 MdDrGS4 x SmCapGS4 +4.8 ValEqGS4 +4.8 Hancock Horizon: BurkenrdA p +5.2 StInBdTr Harbor Funds: Bond +.2 CmdtRRtn I +1.7 HYBdInst r +1.2 RealRtn I -.3 Harding Loevner: EmgMkt r +1.9 Hartford Fds A: Balancd p +2.8 BalAllA p +1.8 BalIncA p +2.0 CpAppA p +4.5 CpAppIIA p +4.7 Chks&Bal p +3.1 ConvAll p +.8 DivGthA p +4.6 +4.2 EqInc t +2.2 GblAllAst p GlbGrA p +4.0 +3.1 GroAllA p +4.1 GrowthA p Hlthcare p +6.4 +1.2 HighYldA px -.3 InflPlus p MdValueA +4.6 +5.9 MidCpA p +.6 MunOppA px MuniRRA px +.6 +.2 ShtDur px +6.1 SmlCoA p SmCpGr t +5.5 +.4 StrInc p Hartford Fds C: FltRateC tx +.9 Hartford Fds I: -.2 WorldBond Hartford Fds Y: +4.2 GrowOppI +1.4 HattAlpHSt r Heartland Fds: +5.3 SelValInv p +2.3 ValueInv ValPlusInv p +3.7 Henderson Glbl Fds: -.2 EurFocA t IntOppA p +1.2 Hennessy Funds: +5.9 CorGrow O GasUtlInv r +3.5 HighMark Funds: +4.1 NYSEArcA Highland Capital: +4.8 CorVEqA p -.3 FxdIncoA Homestead Funds: +.3 ST Bond +3.8 SmCoStk Value +6.2 Huntington Fds: -.1 FxInT IntlEqTr +2.2 SlBdT Hussman Funds: StrTotRet r -.5 -1.7 StrGrowth

Fri Chg Fund

11.72 +.01 12.39 ... 46.37 +.26 46.66 +.17 25.00

...

23.92 11.86 8.42 8.17 14.73 23.20

+.05 ... +.01 ... -.04 +.01

54.30 23.80 36.20 38.60 5.62 16.01

+.18 +.09 +.12 +.13 +.03 +.04

11.60 +.01 11.20 ... 19.63 +.05 19.78 +.05 25.67 15.03 11.21 23.68 11.39 16.36 28.15 14.18 24.92 23.78

+.05 +.01 +.01 +.12 +.02 ... +.07 +.01 +.11 +.01

9.92 +.01 8.07 ... 12.93 12.97 12.38 16.74 18.56 13.43 21.10 13.42 13.53 14.68 16.70 16.96

+.01 +.01 ... +.05 +.04 +.01 +.02 -.04 ... +.01 +.06 +.05

43.78 +.13 16.82 +.02 12.50 7.24 11.24 11.16

+.02 +.03 +.01 +.02

49.40 +.14 16.65 12.16 12.36 35.94 15.29 10.28 11.05 21.56 15.31 11.56 16.63 12.67 19.35 21.55 7.69 12.13 13.59 20.74 8.72 9.78 10.04 19.71 37.66 9.52

+.02 +.01 +.02 +.02 +.02 +.01 ... +.05 +.03 ... +.01 +.02 +.05 +.07 +.01 +.02 +.03 +.10 ... ... ... +.07 +.13 -.01

8.99

...

10.77 -.02 32.49 +.06 10.73 +.01 30.72 -.11 ... 41.61 30.80 -.02 26.17 +.07 21.69 +.11 13.25 +.05 22.91 +.18 38.02 +.06 10.39 +.03 ... 12.98 ... 5.23 28.12 +.02 36.19 +.05 22.66 +.03 11.59 ... ... 20.18 12.05 +.02 10.53 -.04

I-J

ICON Fds: +5.2 Energy S ING Funds Cl A: +3.7 CrEqRshA t +5.0 CorpLdrA GNMA A -.3 +2.8 IntValA p +4.6 RussiaA p Integrity Viking: +6.3 WBMNoA p Intrepid Cap: Capital t +1.7 +1.8 SmallCap t Invesco Funds: Dynamics +4.9 +5.6 Leisure +2.2 Tech Invesco Funds A: +5.3 AmValA +3.0 AsianPac p Chart p +3.8 +5.1 CmstkA +3.9 Const p CorpBdA +.2 +2.6 DevMkt p +4.2 DivrsDiv p Energy p +6.0 EqWtdA p +5.0 EqIncA +3.8 EuroGrow p +2.8 FltgRate p +1.1 GlCoreEq p +3.3 GlblGr p +2.9 GlbHltCr +6.1 GlSmMCG p +2.9 GoldPrec p -.3 GrowAllo p +2.8 GrIncA p +5.2 HiYld p +1.4 HYMuA +1.0 IntlGrow +2.5 IntlSmall p +2.5 IntTMIA p +.8 MdCpCEq p +4.0 MidCGth p +4.9 ModAlloc p +2.2 MuniBd p +1.1 MuniInA +1.0 RealEst p +3.4 S&P500A p +4.3 SmCpDis p +4.8 SmCpEq p +5.4 SmCpGr p +5.1 SmCpValA t +6.5 SmallC p +3.7 TF IntA p +.7 USGovFd -.3 US MortgA Utilities p +1.3 Invesco Funds C: ShtTerm t +.2 Invesco Funds P: SummitP p +4.3 Invesco Funds Y: BalRiskY +1.2 DispEq +3.4 Ironclad Funds: MngdRisk +.2 Ivy Funds: AssetStrI r +4.2 BalancA p +3.2 BondA p +.1 CoreEqA t +4.3 CndGlVlA p +2.2 DivOppA p +4.6 ErOpA p +2.8 GblBdA t +.8 GlNatRsA p +4.8 HiIncA p +1.6 IntlBalA t +2.2 IntCorEqA p +1.9 IntlGrthA +2.4 LgCpGA p +4.4 LtdTmA p ManIntOpA t +1.9 MidCapGr I +4.4 MunHiIncI r +.9 PcOppA p +1.3 RealEstA p +2.8 SciTchA p +4.7 SCapGrA p +5.0 SCpValA p +5.0 StrNwOpA p +3.2 JPMorgan A Class: GroInc +4.2 Inv Bal p +2.1 InvCon p +1.4 InG&IA p +2.9 InvGrwth p +3.7 NYTFBd p +.7 SmCapG p +5.1 SCapVlA p +5.0 JPMorgan R Cl: IntlRltyR5 +1.3 RltyIncm +3.0 James Adv Fds: BalGRbow +2.2 Janus S Shrs: Forty +3.7 Janus T Shrs: BalancdT +2.9 HiYldT r +1.2 OvrseasT r +4.9 PrkMCVal T +4.8

19.93 +.07 13.84 26.11 8.97 11.04 34.91

+.05 +.13 ... -.01 +.33

5.77 +.04 11.46 +.02 15.04 +.02 24.27 +.05 37.91 +.05 34.07 -.14 33.44 32.15 18.64 18.72 24.91 7.29 34.73 14.04 39.67 35.45 9.54 33.87 7.94 13.18 25.44 32.33 18.75 7.53 12.32 22.02 4.49 10.20 29.57 21.32 11.35 22.23 29.40 11.57 8.53 14.05 25.24 15.92 10.57 13.95 31.53 17.43 20.34 11.93 9.26 13.00 17.29

+.13 +.12 +.05 +.09 +.04 +.01 +.05 +.04 +.35 +.13 +.05 -.10 ... -.01 -.01 +.08 +.01 -.02 +.02 +.15 ... ... -.03 -.06 ... +.08 +.05 +.02 +.01 +.01 +.10 +.05 +.03 +.05 +.07 ... ... +.01 +.01 ... +.10

8.75

...

13.53 +.02 12.68 +.04 11.77 +.03 10.62

...

27.16 20.78 10.71 11.65 13.89 16.44 24.67 10.27 17.78 8.65 14.66 15.70 35.54 15.23 11.19 9.10 20.22 5.48 14.49 23.01 36.91 15.00 16.01 10.99

+.10 +.05 ... -.02 +.01 +.09 -.13 ... +.12 +.01 -.02 ... +.08 +.05 ... +.04 +.07 ... +.17 +.09 +.15 +.03 +.07 +.03

32.92 13.31 11.93 14.24 15.30 7.59 11.36 21.60

+.16 +.02 +.01 +.02 +.03 ... +.06 +.06

10.23 -.01 11.99 +.05 22.17

...

39.37 +.10 26.99 +.06 9.41 ... 35.86 +.20 22.37 +.09

YTD Return Last

ShTmBdT +.4 Jensen Funds: QualGrthJ +5.4 John Hancock A: BalanA p +3.4 BondA p +.6 FnIndA p +5.1 GvIncA p -.2 HiYldA p +1.9 HiYMuBd +1.0 IncomeA p +1.1 InvGrBd +.2 LgCpEqA +4.8 RgBkA +4.4 SmCpEqA +3.4 SvInvA p +3.9 TFBd A +1.0 USGlbLdr +3.5 John Hancock Cl 1: LSAggr +3.8 LSBalanc +2.6 LSConsrv +1.1 LSGrwth +3.3 LSModer +1.9

3.09

Fri Chg Fund ...

31.37 +.22 16.86 16.48 12.77 9.94 3.81 8.72 6.81 10.86 29.50 14.85 26.18 16.66 10.57 36.28

+.03 +.01 +.02 ... ... ... ... +.01 +.14 ... +.04 +.08 ... +.12

13.38 13.90 13.57 13.92 13.57

+.02 +.02 +.02 +.02 +.02

#KalmarSC +5.2 17.04 Keeley Funds: SmCpValA p +5.8 30.27 Kinetics Funds: Pdm +6.0 25.43 LKCM Funds: EqInst +4.1 18.35 FxdInc +.3 11.26 SCpEqIn +5.2 23.86 Laudus Funds: IntFxInInst r -2.2 11.32 USLgCpG r +4.5 15.07 Legg Mason A: Allo50pcA +2.3 13.17 Alloc70pc +3.1 14.28 Alloc85pc +3.6 14.66 BFMSP500 p +4.3 14.93 CMAllCp t +5.8 9.12 CBAllCapV +5.2 14.75 CBEqInco +3.9 15.33 CBAAgGr +4.8 132.53 CBAAppr +4.1 16.34 CBALgCGr +5.3 24.06 CBAMCCor +5.6 24.47 CBASmCGr +5.4 21.18 WACpBdA +.2 12.32 WAHiIncA t +1.9 6.38 WAHiYldA +1.8 7.44 WAIntTMu +.9 6.86 WAMgMu p +1.0 17.37 WAMtgBkA +1.0 10.98 WAMuHiA +.8 15.24 WAStrInc +.9 7.21 Legg Mason C: CMOppor t +7.0 10.71 CMSpInv p +5.1 32.21 CMValTr p +5.8 45.15 Legg Mason O: CBAEquity +4.5 14.13 Leuthold Funds: AssetAllR r +2.8 10.62 CoreInvst +3.2 17.17 LifetmAchv NA 22.71 Litman Gregory Fds: Equity I +5.5 14.65 +2.8 15.44 Intl I Longleaf Partners: Partners +6.4 28.08 +7.1 15.03 Intl +5.2 30.38 SmCap Loomis Sayles: 11.98 LtdGovA +2.1 15.79 StrIncA Lord Abbett A: +2.3 15.34 DivIncStr p +1.0 9.48 FloatRt p G&IStrat p +3.8 16.93 +.7 11.08 IntrTxFr +.4 15.96 ShDurTxFr ValOpps p +5.8 17.54 +5.3 12.66 AffilA p +5.6 13.90 FundlEq AlphStrA +4.8 25.44 +3.5 11.31 BalStratA -.1 11.18 CrFxdInc p BdDebA p +1.6 8.25 +4.7 20.86 DevGtA p +.5 3.01 IncomeA GrOppA p +5.0 20.45 +1.2 12.28 HYMnBd p +.4 4.66 ShDurIncA p IntlCrEq t +2.8 12.09 +5.3 18.89 MidCpA p +4.4 31.89 ClassicStk p TaxFrA p +1.2 11.74 +4.6 13.10 CapStruct p +.3 10.79 TotRet p

+.04

K-L

+.10 +.06 +.04 +.01 +.03 -.04 ... +.02 +.02 +.01 +.05 +.06 +.08 +.05 +.36 +.05 +.10 +.05 +.11 +.02 +.01 +.01 ... ... +.01 -.01 ... +.03 +.14 +.15 +.03 +.02 +.01 ... +.02 -.01 +.10 -.04 +.04 +.01 -.04 ... +.01 +.01 ... +.01 +.07 +.05 +.04 +.07 +.01 +.01 ... +.12 ... +.03 ... ... -.06 +.08 +.08 +.01 +.07 +.01

M-N

MFS Funds A: IntlDvA +2.3 +4.4 MITA +4.1 MIGA AgGrAlA p +3.7 +.1 BondA +1.5 ConAllA CoEqA +4.6 +4.3 EmGA +2.0 GlTotA t GvScA -.3 +3.1 GrAllA +1.2 HiOpA HiInA +1.1 +2.0 IntNwDA +.1 LtdMA ModAllA +2.3 +.9 MuHiA t +.8 MuInA MuLtA +.4 +5.6 NewDA ResBdA RschA +4.2 +.3 StInA +3.3 TotRA UtilA +3.3 +2.9 GlGrA MFS Funds I: MidCapI +4.7 +5.0 MCpValI +5.4 ValueI Madison Mosaic: +4.4 MidCap Y MainStay Funds A: ConvtA +3.7 +1.5 FlexBdOpp +1.3 GlbHiInA p GovtA -.3 +1.3 HiYldBA +2.8 IncmBldr TxFrBdA +1.2 Mairs & Power: +3.3 Balance Growth +5.8 Managers Funds: CapApp Inv +4.1 PimcoBond -.1 RealEst +3.3 SkylneSpEq +4.2 Yacktman p +4.9 YacktFoc +4.8 IntDurGv -.2 ShDurGv SpclEq +5.4 Bond +.9 Manning&Napier Fds: CoreBd CorPlusBd +.4 DivrTxEx +.4 Intl +2.2 LifeSci +4.3 PrBConS +1.5 ProBExtS +3.0 ProBMax +4.3 ProBMdS +2.3 SmCapA +4.8 WldOppA +3.4 Marshall Funds: AggrBdY -.2 GvtIncY -.2 IntTxFY +.6 SmCpGY +5.7 Marsico Funds: FlexCap t +3.3 Focus p +3.5 Grow p +3.8 21stCnt p +4.1 MassMutual Inst: CoreBdS NA MassMutual Prem: CapApprS +3.9 DiscGrS +4.2 DiscValS +5.1 GlobS +4.4 IntlEqS +2.3 ShtDurS NA MassMutual Select: BRGlbAllS NA BlChpGrS +4.2 DsRt2020S NA DsRet2030 NA DivValS +4.9 FocValS +4.6 FundValS +4.7 GroOppS +5.1 IndxEqZ NA LgCpVlS +4.6 MCGEIIS +4.5 OverseasZ NA RetConsvA NA RetModA NA RetModGrA NA SmCGES +5.2 SmCoVlS +5.1 Matthews Asian: AsiaDvInv r +1.7 AsiaGrInv +2.8 AsianGIInv +1.5 China Inv +2.6 IndiaInv r +1.3 McKeeInt +2.1 Mellon Funds: NYTEBdM +.7 MergerFd -.7 Meridian Funds: Growth +4.8 Value +5.0 Metro West Fds: HYdBdM p +1.5 LowDurBd +.6 Morgan Stanley: LtdDr US Morgan Stanley A: CapOpp p +3.9 FocGroA +3.2 Morgan Stanley B: EuroB +3.2 USGvtB -.1 Motley Fool Fds: Independ r +3.3 Muhlenk +6.3

14.52 22.42 18.55 16.05 14.28 13.79 21.14 50.84 14.70 10.44 15.59 6.67 3.62 24.46 6.13 14.86 8.37 9.07 8.28 22.13 11.09 29.77 6.92 15.71 19.23 29.79

-.04 +.04 +.02 +.02 +.02 +.01 +.05 +.07 -.02 +.01 +.02 ... ... -.01 ... +.02 ... ... ... +.08 +.01 +.06 ... +.04 +.08 -.01

10.78 +.05 16.02 +.05 26.84 +.08 13.56 +.03 14.97 9.46 12.83 8.91 6.19 18.08 10.16

+.06 ... +.01 ... ... +.03 +.01

73.18 +.25 88.79 +.42 18.23 10.90 10.44 27.32 20.05 21.50 10.96 9.65 63.41 28.17

+.03 ... +.05 +.11 +.04 +.06 ... +.01 +.28 +.02

11.56 11.31 11.44 8.89 13.42 13.58 16.38 18.09 13.49 10.40 8.01

+.02 +.01 ... ... +.05 +.02 +.04 +.06 +.03 +.02 +.03

10.92 +.01 9.57 ... 11.34 ... 18.92 +.08 15.36 17.93 21.12 14.56

+.02 +.02 +.05 +.01

11.44 +.02 12.23 11.32 11.79 12.37 13.74 10.51

... +.02 +.04 +.02 -.04 ...

10.97 13.31 10.83 10.95 10.71 19.75 11.93 9.32 13.80 8.18 15.67 7.80 10.25 10.49 10.66 15.90 14.78

+.01 +.03 ... ... +.05 -.07 +.04 +.01 +.05 +.02 +.05 -.02 ... ... ... +.06 +.04

14.83 18.53 18.88 24.07 17.73 11.91

-.02 +.07 -.01 +.12 +.01 -.06

11.83 ... 15.72 +.02 41.70 +.17 34.49 +.11 10.55 +.02 8.83 ... 9.26

...

25.01 -.02 39.56 -.09 15.95 -.08 9.01 ... 16.23 ... 55.53 +.47

YTD Return Last

Munder Funds: Idx500A p +4.2 Munder Funds A: GwthOppA +4.4 Mutual Series: BeacnZ +5.0 EuropZ +3.4 GblDiscA +4.4 QuestZ +3.6 SharesZ +4.5 Natixis Funds: TargetEqA +7.2 US MCEq p +5.2 VNSmValA +5.0 Neuberger&Berm Fds: Focus +4.5 Guard +5.6 LgCapV Inv +5.5 MdCpGrIn +4.5 SocResp +5.5 Neuberger&Berm Tr: RealEst +2.9 New Covenant Fds: BalGro +2.2 Growth +3.7 Income -.2 Nicholas Group: EqInc I +4.1 Nicholas +5.3 Northeast Investors: Trust +2.5 Northern Funds: BondIdx NA CAIntTE +1.0 EmMEqIdx +1.9 FixIn NA GlREIdx r NA HiYFxInc +1.5 HiYMuni +.6 IncEq +4.4 IntTxEx NA IntlEq +4.4 IntlEqIdx r NA LCEq +4.1 LCGr +3.5 MdCpIdx +5.2 MMEmMkt r NA MMGlbRE r NA MMIntEq r NA MMMidCap +4.9 MMSmCap NA ShortBd NA ShIntTaxFr NA SIntUSG -.2 SmCpCore +4.9 SmCpIdx +5.1 SmCapVl +4.7 StkIdx NA TxExpt +.9 Nuveen Cl A: StrBalAllA NA LrgCpV p +4.8 IntlVal p +2.7 TWVlOpp +3.9

Fri Chg Fund

18.21 +.06 29.49 +.09 14.03 21.85 29.50 17.14 23.49

+.06 -.01 +.08 +.02 +.08

10.97 +.08 27.72 +.04 19.92 +.08 23.57 16.33 29.65 12.00 28.60

+.09 +.06 +.21 +.03 +.07

13.90 +.05 88.30 +.01 35.73 ... 23.39 +.01 16.42 +.04 51.03 +.20 6.26 +.01 10.92 10.99 12.10 10.60 9.45 7.64 9.10 13.71 10.82 8.58 10.65 16.26 25.32 13.89 19.55 18.64 9.79 12.47 10.19 19.26 10.61 10.00 17.17 9.74 17.18 18.43 11.11

+.01 ... +.05 ... +.02 ... ... +.04 ... +.01 ... +.03 +.04 +.04 +.04 +.03 ... +.03 +.02 ... ... ... +.05 +.02 +.05 +.06 ...

10.88 22.21 21.70 30.97

+.02 +.05 -.01 +.10

O-P

Oak Assoc Fds: WhitOkSG +5.0 Oakmark Funds I: EqtyInc r +3.4 GlobalI +5.1 +5.0 GlbSel r +4.7 Intl I r IntSmCp r +3.4 +4.4 Oakmark +4.9 Select Old Westbury Fds: -.2 FixedInc p +2.2 GlobOpp GlbSMdCap +3.7 +2.9 LgCapCore +3.3 LgCapStrat MuniBd p +.5 +2.2 RealRet Olstein Funds: AllCpValC +5.5 Oppenheimer A: +1.4 AMTFMu ActiveAllA NA NA CapApA p +1.8 CapIncA p ConInvA NA +5.5 Disc p +4.2 EquityA EqIncA p +4.7 NA EqInvA +4.4 GlobA p GblAllocA +2.8 +5.0 GlbOppA +1.0 GblStrIncA Gold p -1.9 +5.8 Income A +.6 IntBdA p IntlDivA NA +3.8 IntlSmCA +.1 LTGvA p LtCalMuA t +.5 +.7 LtdTmMu +3.8 MnStFdA MnStOA p +3.9 +4.4 MSSCA p NA ModInvA RealEstA +3.2 +4.6 RisingDivA +.8 SenFltRtA S&MdCpVl +4.8 +4.1 Sm&MdGrA -.2 USGv p Oppenheim Quest : +1.3 QOpptyA Oppenheimer Roch: LtdNYA p +.8 +1.7 RcNtMuA Oppenheimer Y: ComStrY +1.8 +.5 CoreBdY +2.7 DevMktY IntGrowY +2.2 +4.5 ValueY Optimum Fds Instl: Fixed Inc +2.4 IntlEqty +4.0 LgCapGrth LgCapVal +5.2 +5.6 SmCpGrth +4.7 SmCapVal Osterweis Funds: +5.2 Osterweis +.9 StrInco PACE Funds P: -.2 GovtFxdP -.1 IntmFxd P IntlEM P +2.8 +2.7 IntlEqtyP -1.0 IntlFxdIP LgGrEq P +4.4 +4.9 LgVEqtyP +.7 MuniFxdP SmGEqtyP +4.6 SmVEqtyP +5.3 StraFxdP -.1 StratInvP +1.1 PIA Funds: PIAShTSec PIMCO Funds A: GNMA t -.2 MunBdA p +1.1 SDrMuIn p +.1 PNC Funds: BondI p -.1 IntmBdI IntlEqI p +2.6 LtdMatI TotRAdvI -.1 UltraShBd I Pacific Cap Inst: TxFSec +.6 Pacific Life Fds: PtOpMdCA +2.2 PtOpMdDA +2.8 PortConsA +1.0 PtOpBA t +1.7 Paradigm Funds: ValueFd r +3.1 Parnassus Funds: EqtyInco +4.9 FxdInc -.4 Fund +3.5 Pax World: Balanced +3.1 HiYld p +1.3 Paydenfunds: LtdMat ShrtBd +.3 Pear Tree Fds: PolFgnVal t +3.4 Perm Port Funds: Permannt +1.7 PerritMicr +5.9 Pioneer Funds A: AMTFrMu p +1.3 FundaVal +4.6 HiIncMuA p +.7 PioIndA p +4.6 EmMktA +1.5 EqIncA p +4.0 GrOppA +5.9 HiYldA p +2.5 MdCVA p +4.0 PionFdA p +4.4 ValueA p +4.7 Portfolio21 +3.0 Price Funds: Balance +2.6 BlChip +4.3 BdEnhIndx -.1 CapApp +3.0 CapOpp +4.4 CorpInc DvSmGr +5.6 DvsfMCG +4.8 DivGro +4.6 EmMktB +.2 EmEurop +4.0 EmMktS +1.3 EqInc +4.4 EqIndex +4.3 Europe +3.1 ExtIndx +5.3 FinSvcs +5.2 GNMA -.2 GlbStk +3.8 GlbTech +2.3 Growth +3.6 Gr&In +4.2 HlthSci +7.0 HiYield +1.7 IP Bond -.2 IntEqIdx r +2.7 IntlBond -.8 IntDis +3.4 Intl G&I +2.7 IntlStk +2.6 Japan +2.2 LatAm +2.5 MDShrt +.2

45.82 -.03 29.47 24.68 13.28 21.91 14.45 50.67 32.49

+.07 +.11 -.05 +.05 +.11 +.03 -.25

11.54 7.73 15.24 11.94 10.35 12.24 9.47

+.01 +.01 +.06 +.01 +.02 ... ...

14.63 +.07 7.37 10.19 50.26 9.27 8.57 62.10 9.96 26.72 12.16 67.33 15.51 30.71 4.39 30.90 10.13 6.61 12.38 23.51 9.33 3.45 15.18 38.48 14.81 24.00 9.38 23.55 18.20 8.35 33.96 14.10 9.53

... +.01 +.02 +.02 +.01 +.35 +.02 +.10 +.01 +.06 +.01 -.15 ... -.21 +.01 -.02 ... +.06 ... ... ... +.05 +.03 +.03 +.01 +.05 +.03 +.01 +.10 +.02 ...

23.76 +.03 3.41 ... 7.73 +.01 3.36 7.01 35.81 31.40 24.47

+.01 +.01 +.07 -.10 +.09

9.83 10.87 14.29 12.20 13.87 13.51

... -.01 +.03 +.04 +.03 +.02

29.50 +.07 11.75 ... 13.10 12.44 13.96 13.09 11.38 21.24 19.23 13.57 18.81 19.63 14.99 9.85

... +.01 +.11 +.06 -.04 +.03 +.05 ... +.06 +.06 +.03 +.02

10.10

...

11.58 +.01 9.85 ... 8.50 ... 10.66 11.34 16.08 10.20 10.99 9.98

+.02 +.01 -.02 ... +.01 ...

10.57

...

12.80 13.01 11.31 11.94

+.02 +.02 +.01 +.02

58.22 -.04 30.62 +.16 17.49 +.03 42.06 -.28 24.46 +.07 7.61 ... 9.49 ... 10.26 +.01 15.35

...

49.48 +.09 29.28 +.06 14.72 19.10 8.19 13.02 24.90 29.10 30.02 10.57 22.48 33.87 12.40 34.58

+.01 +.01 ... ... +.10 +.09 +.12 ... ... +.08 +.01 -.02

21.17 47.57 11.49 22.92 17.24 10.14 18.41 17.48 27.55 14.21 20.25 34.49 27.61 40.04 16.53 19.17 15.72 9.97 18.98 10.35 39.15 23.52 44.09 7.08 13.47 11.84 10.01 47.65 13.31 14.78 8.18 39.00 5.23

+.04 +.09 +.02 +.06 +.06 +.01 +.06 +.06 +.13 ... +.15 +.13 +.10 +.14 -.04 +.05 +.03 ... +.01 -.01 +.05 +.09 +.08 +.01 +.02 -.01 -.03 +.13 -.02 ... +.04 -.06 ...

YTD Return Last

MediaTl +3.9 MidCap +4.2 MCapVal +4.6 N Amer +3.4 N Asia +1.5 New Era +4.1 N Horiz +4.9 N Inc OverS SF +2.5 PSBal +2.5 PSGrow +3.3 PSInc +1.8 RealAsset r +2.0 RealEst +3.0 R2005 +1.7 R2010 +2.0 R2015 +2.3 R2020 +2.6 R2025 +2.9 R2030 +3.2 R2035 +3.3 R2040 +3.4 R2045 +3.4 R2055 +3.3 Ret Inco +1.6 SciTec +4.0 ShtBd +.1 SmCpStk +5.0 SmCapVal +5.1 SpecGr +3.7 SpecIn +.8 SpecIntl +2.6 Strat Inco +.5 SumGNMA -.2 SuMuInc +1.2 SuMuInt +.7 TFInc +1.1 TxFrH +1.2 TxFrSI +.4 TotIndex +4.5 R2050 +3.4 USTInt -.2 USTLg -1.2 Value +5.0 Primecap Odyssey : AggGr r +6.7 Growth r +5.9 Stock r +4.3 Principal Inv: BdMtgIn ConBalA p +1.9 DivIntlInst +2.7 FlxIncA p +1.3 HighYldA p +1.6 HiYld In +1.6 InfPro In -.1 Intl I Inst +2.9 LgCBl In +4.5 LgCG2In +4.1 LgCGI In +4.3 LgCV3 In +4.5 LgCV1 In +5.2 LgGrIn +3.5 LgIndxI +4.2 LgCValIn +5.0 LT2010I +1.9 LT2020In +2.6 LT2030In +3.0 LT2040I +3.4 LT2050I +3.6 LTStratI +1.1 +5.1 MidCGIII In +5.0 MidCV1 In PreSec In +1.8 +3.1 RealEstScI +5.2 SGI In SmIdxI +4.9 +4.8 SmCV2 In +2.8 SAMBalA SAMGrA p +3.4 +4.0 StrGrwA p +1.2 TxExBdIA p Prudential Fds A: +2.7 AsstAlloA p +4.7 BlendA EqOppA +5.1 +.6 GlbTotRtA +7.3 HlthSciA HiYldA p +1.6 +2.5 IntlEqA -.1 InvP14GovA MuHiIncA +1.2 +3.7 NatResA +1.1 NatlMuA SelGwthA +3.1 +.3 TotRetBdA +3.8 2020FocA UtilityA +3.6 +5.2 ValueA p Prudential Fds Z&I: GlRealEst Z +1.8 +3.6 GrowthZ +4.3 MadCapGrZ SmallCoZ +4.5 +4.3 StkIdxZ Purisima Funds: TotRet p +3.6 Putnam Funds A: +.9 AR300 AR700 +1.3 +.9 AR500 -.4 AmGvA p AABalA p +2.7 +1.4 AACnA p +3.5 AAGrA p CapOpp p +4.6 +3.3 ConvSec +1.6 DvrInA p EqInA p +4.9 +.7 FloatRt t +2.9 GeoBalA GlGvA p +.3 +3.3 GlNtRs p +4.4 GlbEqty p GrInA p +5.0 +4.1 GrOppA p +5.8 GlblHlthA HiYdA p +1.5 +1.5 HiYld In x +.4 IncmA px IntlEq p +2.8 +2.2 IntGrIn p +2.5 IntlGrth p IntCapO p +3.2 +4.7 InvA p +4.7 MultiCpV p MultiCpGr +4.2 +4.1 RsrchA p +.8 TxExA p TFInA p +.9 +.9 TFHYA -.5 USGvA p GlblUtilA +1.7 +4.5 VoyA p Putnam Funds Y: CapSpec +2.3 +2.5 EqSpec

55.37 58.83 25.15 37.15 17.06 43.63 34.80 9.84 8.71 21.32 26.42 17.55 11.34 21.63 12.35 16.80 13.18 18.35 13.50 19.52 13.82 19.74 13.14 10.89 14.17 28.29 4.85 35.73 41.17 20.11 13.08 11.23 11.94 10.09 12.13 12.03 10.67 12.04 5.71 16.78 11.02 6.20 13.34 27.70

Fri Chg Fund +.23 +.19 +.10 +.09 +.05 +.28 +.09 +.01 -.01 +.03 +.04 +.02 +.04 +.08 +.02 +.02 +.02 +.03 +.02 +.04 +.02 +.04 +.03 +.02 +.02 -.07 +.01 +.12 +.15 +.03 +.01 ... +.01 ... +.01 ... +.01 ... ... +.05 +.02 +.01 +.08 +.09

20.78 +.06 18.36 +.07 16.66 +.01 11.07 11.39 10.51 12.04 7.97 10.74 9.23 11.56 11.15 8.83 10.29 11.49 12.27 9.35 10.39 11.37 12.27 12.95 12.87 13.14 12.65 11.49 11.39 15.22 10.67 20.81 11.60 18.96 11.04 14.16 15.33 17.01 7.65

+.01 +.02 -.01 +.01 +.01 +.01 +.02 -.03 +.03 +.02 +.02 +.02 +.05 -.02 +.03 +.04 +.02 +.02 +.02 +.01 +.02 +.02 +.01 +.05 +.02 +.09 +.03 +.07 +.04 +.02 +.03 +.02 ...

13.59 19.31 16.67 7.25 30.15 5.78 6.44 9.80 10.47 46.76 15.81 10.02 14.70 16.56 12.36 16.42

+.03 +.05 +.08 -.01 -.01 +.01 -.02 ... ... +.26 ... ... +.01 +.02 +.08 +.05

22.08 22.59 33.81 24.49 32.76

-.01 +.01 +.03 +.07 +.11

19.93

...

10.63 11.85 11.31 9.11 12.30 10.08 14.03 13.16 21.15 7.86 17.83 8.96 13.71 12.90 20.49 10.04 15.59 19.37 47.08 8.07 6.22 7.28 19.77 9.96 16.33 33.90 15.24 14.08 58.24 17.90 9.14 15.85 12.85 13.43 10.50 23.04

... ... ... +.01 +.02 +.02 +.02 +.03 +.05 +.01 +.05 +.01 +.04 ... +.05 -.01 +.08 +.05 +.07 ... -.02 -.01 -.03 -.03 -.02 -.02 +.05 +.03 +.13 +.05 ... +.01 +.01 -.01 +.02 +.06

27.63 -.05 30.50 -.08

Q-R

RS Funds: LgCAlphaA +5.8 RSEmG p +5.2 RSPart +3.1 RS SelGrA +4.4 Value +5.8 TaxExA +.8 Rainier Inv Mgt: SmMCapOr +5.8 Reynolds Funds: BlChGr p +4.5 RidgeWorth Funds: GScUShBdI HighIncI +1.7 HiYldI +1.5 IntmBdI IntlEqI +3.0 IntEqIdxI +2.7 InvCrBdI p -.2 InvGrTEBI +.7 LgCGrStkI +3.3 LgCValEqI +5.6 MdCValEqI +5.4 SmCpGrI +4.7 SmCpValI +5.8 TotRetBd I -.2 RivNthCor +3.9 Royce Funds: HeritgSv p +5.1 LwPrSkSv r +3.3 MicroCapI +2.4 100FdS t +5.4 OpptyI r +5.0 PennMuI r +4.8 PremierI r +4.2 SpecEqI r +3.2 TotRetI r +4.8 ValSvc t +3.0 VlPlSvc +3.5 Russell Funds C: USSmCpE +5.2 Russell Funds S: EmerMkts +2.3 GlobEq +3.9 IntlDvMkt +2.6 InvGrdBd -.1 RESec +2.0 ShtDurBd +.2 StratBd +.1 TaxExBd +.5 TxMgUSLC +4.4 TMUSMdSm +5.2 Russell LfePts A: GwthStrat p +2.7 Russell LfePts C: BalStrat +2.0 ConsStrat +.6 EqGthStrat +3.0 ModStrat p +1.3 Rydex Investor: InvGvLBdSt +2.0 MgdFutStr -.6 NasdaqInv +3.0 SEI Portfolios: GNMA A ShtGovA UltraShtA SSgA Funds: EmgMkt IAM Shs IntlStock SP500 SatuitUSEmg Schwab Funds: CA TxFrBd

46.51 49.12 32.93 38.14 27.44 11.21

+.14 +.29 +.02 +.26 +.11 ...

38.37 +.17 60.36 +.14 10.17 7.30 10.28 10.31 11.68 12.12 11.19 12.53 9.89 15.00 12.39 15.99 14.62 10.84 12.04

+.01 +.01 +.01 +.01 +.03 ... +.01 +.01 +.01 +.06 +.03 +.05 +.08 +.01 +.03

15.19 14.29 15.14 9.29 12.55 12.05 19.97 21.80 14.28 11.68 14.32

+.03 -.05 +.03 +.01 +.03 +.03 +.02 +.01 +.03 -.01 +.02

25.97 +.08 19.37 9.51 31.73 22.33 40.12 19.56 11.30 23.15 23.53 17.72

+.10 ... +.02 +.03 +.14 +.01 +.01 +.01 +.07 +.04

10.56 +.02 10.99 10.89 9.17 11.11

+.02 +.01 +.02 +.02

8.68 -.07 21.11 -.02 17.88 -.03

S-T -.2 10.73 -.2 10.63 +.2 9.37 +2.3 +4.4 +3.1 +4.3 +4.8

... ... ...

21.21 11.45 9.53 24.12 32.65

+.14 +.04 ... +.08 +.13

+.7 12.18

...

YTD Return Last

CoreEq +4.5 19.78 DivEqSel +4.3 15.30 FunIntLInst r +3.4 7.69 FunUSLInst r +4.7 11.25 FunUSSm r +4.9 10.25 GNMA Sel -.4 10.42 GlbRESel r +2.1 6.89 HlthCare +5.9 19.51 HdgEqSl r +2.8 17.17 InflProtSel -.2 12.06 IntBdInst -.2 10.37 IntSS r +2.7 17.23 LCpGrSl r +4.1 13.08 MT AllEq +4.0 13.41 MT Bal +2.4 16.72 MT Cons +1.5 14.45 MT Gro +3.2 18.80 1000Inv r +4.4 40.15 S&P Sel +4.3 23.14 ST Bond 9.32 SmCpSl +5.1 22.19 SCpEqSel r +5.2 19.54 Trgt2020 r +2.4 12.24 Trgt2030 r +3.1 12.90 Trgt2040 r +3.6 13.30 TaxFrBd +.7 12.03 TotBond -.2 9.67 TSM Sel r +4.5 26.91 Schwartz Funds: CathVal p +5.1 18.68 Scout Funds: Intl +1.7 33.93 MidCap r +5.6 14.44 SmCap +5.0 18.33 Security Funds: LgCpCorA +4.4 21.89 MCpVlA +5.5 32.48 Selected Funds: AmShD +4.3 43.47 Sentinel Group: BalanA p +3.0 17.93 ComS A p +4.8 35.79 CoreOppA p +4.5 15.02 GvSecA p -.6 10.76 SmCoA p +5.1 6.75 Sequoia +3.5 174.12 Sit Funds: LrgCpGr +4.2 45.29 TxFree +.8 9.66 US Gov -.3 11.33 Sound Shore: SoundShore +4.9 36.63 SoSunSCInv t NA 23.63 Spirit of Amer: HYTFBd A +1.3 10.20 Income A +.5 12.27 Stadion Funds: ManagedA p +3.1 10.06 St FarmAssoc: Balan +2.5 57.55 Gwth +4.5 57.93 Interm 10.21 Muni +.6 9.06 State Farm Retail: 500IdxLgA +4.3 11.22 Stratton Funds: SmCap +5.4 58.39 SunAmerica Funds: FloatC +.8 8.30 GNMA A -.3 11.33 StrBdA +.7 3.63 SunAmerica Focus: +3.9 19.57 FLgCpA p FMltASA +2.9 13.47 TARGET: -.2 10.63 InterB ModAlloA NA 11.87 +4.9 22.48 SmCapV -.2 11.32 TotRtB TCU ShDur 9.81 TCW Funds: +6.2 12.85 DivFocus EmMktIn +1.6 9.47 +6.2 16.20 RelValLCI +4.4 21.10 SelEqtyI SmCpGr +4.3 27.95 +.6 10.35 TotRetBdI TCW Funds N: CoreFxdN p -.1 11.22 TFS Funds: +1.7 15.89 MktNeut r TIAA-CREF Funds: +1.9 12.17 LC2010Ret +2.2 11.73 LC2015Ret LC2020Ret +2.4 11.74 +2.8 11.67 LC2025Ret +3.1 11.58 LC2030Ret LC2035Ret +3.5 11.68 +3.6 11.86 LC2040Ret +3.6 9.26 LC2045Ret TIAA-CREF Retail: +2.5 10.99 MgdAlloc +.9 11.21 TxExBond TWhiteI Inv +2.2 17.85 Thompson IM Fds: +.6 11.93 Bond Thornburg Fds: +3.3 19.80 CoreGrA t +3.8 19.50 IncBuildC p IntMuA +.7 14.32 -.1 13.73 LtdGvA p +.2 13.74 LtdTInA NM IntA +.6 13.95 Thrivent Fds A: +.1 10.70 Bond DivrIncPls +2.3 6.98 +1.3 5.12 HiYld +.3 9.36 Incom LgCpStk +4.5 23.43 +4.2 18.23 MidCpGr +4.8 16.74 MidCpSk MuniBd +.8 11.99 +4.9 15.33 SmCpStk Tocqueville Fds: Delafield +4.5 31.90 +4.7 25.17 Fund -1.1 62.91 Gold t IntlVal p +1.8 12.70 Torray Funds: +3.6 34.18 Fund Touchstone Family: +4.4 21.62 CapGrth Y +4.7 26.26 FocEq Y HiYld Y +1.4 9.33 +3.6 27.73 LgCGr Y +.9 10.73 MergArb A MCpGrA +5.0 22.31 +4.4 13.07 SelGrwth +1.6 10.95 StrIncY UlShDrFxI r +.2 9.55 Transamerica A: +1.8 9.86 AegonHYB p SmMidCV t +4.9 23.53 Transamerica C: +1.2 11.75 AsAlCnsv t AAlModGr t +2.7 12.72 TA IDEX C: +2.1 12.44 AsAlMod t AsAlGrw t +3.6 12.76 Transamerica Ptrs: AstAll IH +2.0 11.70 CoreBond +.1 13.58 IAstAllIH p +2.0 10.34 InstCoreBd p +.1 11.22 InstHiYBd p +1.3 9.14 InstMdVal p +4.3 17.17 InstStkIdx p +4.3 9.94 LgGwth +3.6 22.12 LgValue +4.3 19.34 StkIdx p +4.2 11.55 Trust for C.U.: UltraShtGv -.1 9.62 Turner Funds: MicrCap +5.4 49.93 MidcpGth +5.0 35.35 SmlCpGr +4.7 35.23 Tweedy Browne: GblValue +3.3 24.00 GlVCurUnh r +2.5 12.78 Value +3.4 20.43 WWHiDiv +2.4 10.40

Fri Chg Fund +.07 +.06 -.01 +.04 +.02 ... +.01 +.03 +.04 +.02 ... -.04 +.03 +.02 +.02 +.02 +.03 +.13 +.08 +.01 +.06 +.04 +.02 +.02 +.03 +.01 +.01 +.08 +.08 -.03 ... +.07 +.11 +.15 +.04 +.05 +.14 +.04 ... +.03 +.36 +.09 ... ... +.22 +.11 +.01 +.03 +.03 +.17 +.28 +.01 ... +.04 +.19 ... ... ... +.03 +.02 ... +.01 +.08 +.01 ... +.08 ... +.09 +.13 +.11 +.01 +.01 +.04 +.02 +.02 +.02 +.02 +.02 +.03 +.03 +.02 +.02 +.01 -.01 +.01 -.02 ... ... ... +.01 ... +.02 +.01 ... +.01 +.10 +.04 +.06 ... +.03 +.03 +.11 -.30 +.08 +.09 +.06 +.12 +.01 +.03 ... +.01 +.01 +.02 ... +.01 +.03 +.02 +.03 +.02 +.03 +.02 +.01 +.01 +.01 +.01 +.05 +.04 +.04 +.03 +.04 ... +.20 +.03 +.12 +.03 -.01 +.02 -.03

U-V

UBS Funds Cl A: DynAlpha t +1.2 GlobAllo t +2.2 US AllA +3.2 US Global Investors: EstnEur p +3.7 GlbRs +3.7 Gld&Mtls -.7 WldPrcMn -.3 USAA Group: AgvGt +4.1 BalStra +2.2 CapGr +3.9 CrnstStr +2.4 EmgMkt +1.8 ExtMktIn +5.4 FStrtGr +2.9 GovSec -.2 GrTxStr +2.5 Gr&Inc +4.3 HYldInco +2.0 IncStk +4.3 Inco +.4 IntTerBd +.6 Intl +1.7 Nasdq 100 +3.0 PrecMM -1.5 S&P Idx +4.2 SciTech +4.9 ShtTBnd +.2 SmCpStk +4.2 TgtRet2020 +1.6 TarRet2030 +2.2 TarRet2040 +2.6 TarRet2050 +2.8 TarRetInco +1.1 TxEIt +.7 TxELT +1.0 TxESh +.2 UltrShBd +.3 Value +4.3 WldGr +4.2 Value Line Fd: EmerOp p +4.6 Inc&Gro +2.8 LrgCo +4.2 PremGro +4.5 Van Eck Funds: IInvGldA -1.7 Vanguard Admiral: BalAdml +2.6 EqInAdm n +4.3 ExtdAdm +5.3

6.85 +.01 9.85 +.03 31.56 +.06 9.58 10.15 11.70 11.67

-.01 +.06 -.08 -.04

34.05 14.21 7.14 23.59 17.94 14.05 11.76 10.29 14.96 16.87 8.83 14.19 13.52 11.06 26.49 7.84 26.44 21.20 15.46 9.29 15.70 12.19 12.29 11.89 11.56 11.63 13.82 14.06 10.84 10.14 15.55 22.57

+.04 +.01 ... +.02 +.08 +.04 +.02 ... +.03 +.03 +.01 +.03 +.02 +.01 ... -.02 -.14 +.07 +.03 ... +.03 +.02 +.02 +.01 +.02 +.01 +.01 +.01 ... +.01 +.01 +.03

39.55 8.91 20.61 30.13

+.07 +.02 +.01 +.07

YTD Return Last

Fri Chg

500Adml +4.3 136.99 ITBdAdml -.2 11.92 SmCAdm +5.2 40.77 SmCapVal +5.0 32.75 TxMCap r +4.4 74.33 TxMGrIn r +4.3 66.61 TtlBAdml -.3 11.05 TxMSC r +4.9 32.70 Vanguard Fds: DivrEq +4.5 24.10 MgdPayDF +2.4 15.08 StrSCEqInv +5.2 22.84 CapValue +4.9 11.63 Convrt +3.7 13.13 DivdGro +4.4 17.38 Explr +5.3 83.70 GlobEq +3.8 19.38 GroInc +4.2 31.59 GrthEq +3.9 12.76 InflaPro -.2 14.50 IntlExplr +3.7 15.26 IntlGr +3.6 19.97 IntlVal +2.7 32.03 LifeCon +1.5 17.22 LifeGro +3.1 24.02 LifeInc +.6 14.30 LifeMod +2.3 21.03 MdCpGro +4.4 21.26 Morg +4.0 20.70 PrecMtls r +.8 16.08 PrmcpCor +4.4 15.58 SelValu r +4.9 22.00 STAR +2.5 21.33 StratEq +5.1 22.54 TgtRetInc +1.1 12.32 TgRe2010 +1.6 24.51 TgtRe2015 +2.1 13.66 TgRe2020 +2.4 24.41 TgtRe2025 +2.7 13.96 TgRe2030 +3.0 24.09 TgtRe2035 +3.3 14.56 TgtRe2040 +3.5 24.00 TgtRe2050 +3.5 23.90 TgtRe2045 +3.6 15.07 TxMBal +2.5 22.81 USGro +4.7 22.26 USValue +5.1 12.46 Wndsr +5.3 15.90 Vanguard Group: MgPayG&D +2.8 18.04 Vanguard Idx Fds: FTSESoc +5.1 9.03 LTBnd -.6 14.16 SmlCpGth +5.4 26.37 TotlIntl +2.7 15.38 TotStk +4.5 37.24 Vantagepoint Fds: AggrOpp +5.1 10.72 BrdMktI2 +4.5 11.97 CreBdIdI -.3 10.51 Discovery +5.4 9.99 DivrStrat +.8 10.24 EqInc +4.7 9.43 500Indx2 +4.2 11.11 Growth +4.4 9.95 Grw&Inc +4.5 11.19 InfProSec -.3 11.82 Intl +2.5 9.87 LowDurBd +.2 10.21 MSmCIdI +5.4 16.51 Mlstne2010 +1.9 10.85 +2.3 11.12 Mlstne2015 +2.7 11.23 Mlstne2020 Mlstne2025 +3.0 11.23 +3.4 11.40 Mlstne2030 +3.7 11.40 Mlstne2035 Mlstne2040 +3.9 11.60 +1.1 10.70 MlstneRetir +4.3 22.25 MPAllEqG MPCnsGr +1.8 25.34 +3.3 22.93 MPLgTG +1.2 25.79 MPSOrnt MPTrdGr +2.6 23.86 +2.7 10.18 OvsEqIdxII +5.0 11.50 SelectValue Victory Funds: +4.6 17.42 DvsStA +5.7 29.06 EstValA FundIncA 11.15 +3.4 21.94 VillereBal Virtus Funds A: AlpSecRota +4.7 12.22 +2.3 15.14 BalanA +4.8 27.93 MidCpVA p MulFI A +1.1 11.27 +.6 4.98 MulSStA p +3.0 35.98 ReE A p StratGrA +4.0 10.18 +2.7 9.72 TactAllA

+.47 +.02 +.10 +.09 +.25 +.22 +.01 +.13 +.06 +.02 +.05 +.03 +.04 +.04 +.21 +.03 +.10 +.03 +.03 +.02 ... +.01 +.03 +.04 +.02 +.04 +.03 +.04 ... +.01 +.02 +.03 +.04 +.01 +.04 +.02 +.04 +.02 +.04 +.02 +.05 +.04 +.03 +.04 +.05 +.04 +.04 +.04 +.03 +.07 +.06 -.01 +.12 +.02 +.04 +.01 +.02 ... +.02 +.04 +.03 +.03 +.01 -.01 +.01 +.03 +.01 +.01 +.02 +.02 +.01 +.02 +.01 +.01 +.03 +.03 +.04 +.02 +.03 -.02 +.03 +.06 +.14 +.01 +.05 +.07 +.03 +.27 ... ... +.16 +.05 +.02

W-X

WM Blair Fds Cl I: +5.2 SmCapValI WM Blair Mtl Fds: +3.5 GrowthI r Waddell & Reed Adv: Accm +3.5 +4.3 AssetS p -.1 Bond Con Inc +3.3 +4.6 CoreInvA +4.5 DivOppA p EnergyA t +6.2 +.9 GloBdA -.3 GovtScA Hi Inc +1.7 +2.5 IntGth +.9 MuniBdA MunHi +.6 +4.4 NCcptA p +4.8 ScTechA ValueA p +5.1 +5.1 SmCpA p +4.4 TxMgEA VangA +4.2 Wasatch: +4.0 CoreGr IncEqty +5.3 +1.9 IntlGr +1.2 IntlOppt r Long/Short +5.0 +4.1 Mic-Cap +4.0 SmCpGr SmCapV +3.2 -2.0 USTryFd +4.1 WorldInnov Weitz Funds: +3.8 Hickory +6.3 PIIIOpp I PartVal +4.9 +.4 ShtItmInc I +5.1 Value Wells Fargo Adv A: +4.4 DispUSCorA +4.9 DivCapBldr GlbOpptyA +3.2 +1.4 HiYldBdA +3.4 IdxAstAll A OmegaGrth +3.8 PrecMtlA -1.7 PremLCGA +3.7 SpSCValA p +4.0 StrMunA +.4 Util&TelA +2.6 Wells Fargo Adv C: AstAllC t NA Wells Fargo Adv : AsiaPc +2.5 CmStkInv +5.4 HYIncInv +1.3 MCpValInv +4.6 OpptyInv +5.1 ST BdInv +.2 STMuInv +.1 SCpValInv p +4.5 WlthBCon p NA WlthBGro p NA WlthBMod p NA WBTcEq p NA WlthbGrB NA WesMark Funds: GovBd -.2 Growth +4.4 Westcore: IntlFrntr r +1.7 Select +5.7 SmCapVal r +3.8 PlusBd -.1 Westport Funds: WestportR +4.3 Westwood Funds: MMitsAAA +4.2 William Blair I: BondFdI MidCpGrI r +3.7 SmCpGI r +5.4 SmMidI r +4.7 Wintergreen t +4.2

14.60 +.03 13.02 +.03 8.48 10.26 6.62 8.88 6.60 16.07 13.04 4.00 5.77 7.65 10.59 7.78 5.07 10.34 11.67 13.54 15.12 14.04 9.08

+.01 +.03 +.01 +.02 -.01 +.08 +.14 ... ... +.01 +.03 +.01 ... +.04 +.05 +.01 +.03 +.04 +.03

44.82 14.98 24.00 2.60 14.63 5.80 42.93 4.15 17.70 19.28

+.07 +.03 +.03 +.01 +.04 +.01 +.06 +.01 +.14 +.01

47.63 13.39 26.03 12.65 35.79

+.12 +.03 +.07 +.01 +.05

13.97 7.35 35.80 3.31 22.58 42.03 63.28 11.17 25.18 8.98 14.72

+.03 +.04 -.09 +.01 +.09 +.01 -.39 +.01 ... ... +.09

12.66 +.01 10.66 22.02 7.84 25.53 41.69 8.82 10.01 33.75 10.87 12.30 11.73 14.67 12.25

+.06 +.04 +.01 +.09 +.15 +.01 ... +.03 ... ... +.01 +.01 ...

10.31 +.01 14.24 +.05 18.24 17.54 13.13 11.23

+.02 +.06 +.05 +.01

27.20 +.06 19.17 +.05 11.15 13.39 26.00 15.23 15.73

16.52 -.11 24.38 +.06 52.79 +.15 48.28 +.10

Mutual fund footnotes e — ex-capital gains distribution; f — previous day’s quote; n or NL — no up-front sales charge; p — fund assets used to pay distribution costs; r — redemption fee or contingent deferred sales load may apply; s — stock dividend or split; l — both p and r; x — ex-cash dividend; NA — no information; NE — data in question; NN — fund does not wish to be tracked; NS — fund did not exist at start date

+.01 +.02 +.09 +.04 +.01


GE Jan 20 2013 issue-section I