Page 11

C OV ER S T OR I ES

Nagelhout

For some jobless, a break on mortgages

Still building Some current Kirby Nagelhout Construction Co. projects • Hillside Elementary School, Eagle Point • Central Oregon Community College science building, Bend • COCC Madras Education Center, Madras • City of Redmond Public Works department facility remodel and construction, Redmond • Warm Springs Telecommunications Company building remodel and construction, Warm Springs Indian Reservation • Lime Wind Energy Project wind farm, Baker City • Raising elevation of U.S. Bureau of Reclamation’s Bowman Dam, south of Prineville • Oregon Department of Forestry building, John Day

Continued from B1 “He put in 16-hour days, 80hour weeks,” Taylor said of Nagelhout. Taylor added that at times, before Nagelhout was diagnosed with cancer, “we’d be leaving here at 5 o’clock, and come back at 5 in the morning, he’s just leaving, and he finished a bid.” Now the work will be spread out among a full-time estimator and project managers who previously did other work and can step in for estimating as needed, Taylor said. Deswert said the company will work more collaboratively now, reflecting what he said is more popular in the leadership of other construction contractors. Instead of Nagelhout taking care of all aspects of the business, his position will be filled with as many as five or six people, Taylor said. The changes are in contrast to the consistency throughout Nagelhout’s tenure at the helm. Nagelhout started the company in 1986 with about five employees, according to Bulletin archives. It has since racked up more than 1,000 projects to its credit valued above $700 million, according to a Wednesday Bulletin article on Nagelhout’s death, at 55. Most projects are located in Central Oregon, although many others are outside the region. The health of the economy has always played a factor in how selective the company has been in bidding, Deswert said. Now, he said, the company is positioning itself to be a bit more selective than Nagelhout was in bidding for projects, while maintaining the traits the company has become known for. “We’re still going to be the most competitive Central Oregon contractor,” Deswert said. “It is our intention to try to pursue the right projects for our company.” Jim Lussier, who was president and CEO of St. Charles Bend and now runs a consulting firm, The Lussier Center, recalls Nagelhout fondly in their working relationship on construction projects. “I always had a great experience with him in terms of bidding jobs, working at the hos-

THE BULLETIN • Friday, July 8, 2011 B5

By Andrew Martin New York Times News Service

Federal help is on the way for some homeowners struggling to make their mortgage payments because of prolonged joblessness. The Obama administration Thursday announced a beefedup program that will allow eligible homeowners to skip part or all of their monthly payments for 12 months or more while they search for a new job. Certain homeowners have been eligible to skip payments for three or four months, far shorter than most unemployed people need to get back on their feet. While officials could not say how many homeowners may qualify for the extended grace

Mortgage

“We’re still going to be the most competitive Central Oregon contractor. … It is our intention to try to pursue the right projects for our company.” — Jeff Deswert, president, Kirby Nagelhout Construction pital, that sort of thing,” Lussier said. “He was always a tremendous contributor and … easy to work with, and fair.” Lussier said he hopes the company will continue to emphasize those values in doing business. Values and culture, he said, can be critical to continuing a company’s success. Leadership transition is something every company ought to think about, he said, adding that it’s a good idea to think both short- and long-term about succession strategy. “You never know what’s going to happen,” Lussier said. Jordan Novet can be reached at 541-633-2117 or at jnovet@ bendbulletin.com.

Continued from B1 Patton, a plasterer, lost his own business in 2009 and then shattered his heel, making any work in his trade impossible. His income had dropped 75 percent since 2008, he said in December when he applied for the program. The value of the home he bought for $239,000 in 2007 had dropped to about $129,000, he said at the time. The father of five, three of whom still live at home, said he used up his savings and sold everything he could, but continued to fall behind on his mortgage, even after working out a payment program with his bank. So he joined nearly 900 Deschutes County residents who applied in December for the program, which will pay mortgages for qualified homeowners for up to a year or $20,000, whichever comes first. About 400 qualified for the program after completing applications, meeting with housing advisers and undergoing document reviews by the state and their lenders. Applicants must have suffered a 25 percent or greater loss of income due to unemployment or underemployment and

period, they predicted that tens of thousands would benefit. Mortgage servicers whose loans are backed by Federal Housing Administration insurance will be required to offer payment deferments to eligible homeowners. Roughly 14 percent of active mortgages are backed by the federal insurance. Servicers who participate in the Treasury Department’s mortgage modification program will be asked to postpone payments for unemployed homeowners, although to date, their record at voluntarily modifying loans has been spotty. The changes will not apply to loans owned or guaranteed by the big mortgage companies Freddie Mac and Fannie Mae,

which account for roughly half of all mortgages. Still, administration officials said they hoped the entire lending industry would follow the federal government’s lead. “Providing the option for a year of forbearance will give struggling homeowners a substantially greater chance of finding employment before they lose their home,” said Shaun Donovan, the secretary of housing and urban development. The maximum term would be 12 months of deferred principal and interest. That means that if a homeowner makes half a payment each month, they could get 24 months of forbearance, Donovan said. Homeowners who are al-

ready enrolled in federal programs to defer mortgage payments can apply to get the length of their deferments extended, he said. The announcement won praise from housing advocates, who have pushed for the administration to strengthen its programs for the unemployed. “This action is another step toward breaking the link between losing your job and losing your home,” said the Rev. Lucy Kolin, of the PICO National Network, a coalition of faith-based organizations. “It’s only fair that the big banks who caused so much job loss in America extend relief to families who’ve lost their jobs as a result of the financial crisis,” she said.

meet other requirements. Their household income had to fall below 120 percent of the statewide median, which equals $74,160 for a family of four. It was a difficult process for some of the people who went through it.

So the Kimmels, who were getting by on unemployment and some help from parents, chose to pay other bills in June, figuring the state would make the mortgage payment. But it did not. On July 1, however, the state came through with the first payment, Brad Kimmel said. He also landed a job in software support. And that missed June payment? The Mortgage Payment Assistance Program could make it retroactively. Pray, the program spokesman, said the state plans to pay monthly mortgage installments from April through June for participants who were unable to pay as the program slowly ramped up. “If they missed those payments,” he said, “then that’s our goal.” The retroactive payments will only extend back to April. Payments missed prior to that are the homeowners’ responsibility.

procedures. “It really, truly is a complicated process with multiple steps,” he said. With Bank of America Corp., Wells Fargo & Co. and other large institutions, the state had no problems, he said. But small credit unions and other lenders required a little more time. So far, he said, lenders representing 95 percent of the applicants have joined the program. The state has started — or soon will start — making payments on more than 3,000 loans. Nationwide, about $480 million has been spent, according to Tuesday’s daily report on the Troubled Asset Relief Program. To maintain eligibility, homeowners must regularly submit documents, fill out forms and watch educational videos about fundamental financial concepts, Pray said. “We’re really going full steam ahead,” he said.

Falling behind “It’s incredibly nerve-racking that it has taken (more than) five months,” said Natalie Kimmel, who was approved along with her husband, Brad. Officials told the Kimmels and others from Deschutes County that the first mortgage payments would be paid sometime in May. But they could not be more precise, Brad Kimmel said, and told the homeowners to keep making payments themselves. Brad Kimmel, a baker, lost his job when his family had to sell the bakery because of medical expenses related to illness. The value of their southeast Bend home dropped more than 40 percent, he said, and when the rate reset on the family’s adjustable rate mortgage, it increased their payments about $700 a month. “I was running out of unemployment benefits,” he said, “and I hadn’t gotten work yet.”

Complicated process Coordinating with lenders led to some of the delay, Pray said. State officials must ensure they can exchange confidential information with the lenders and train them on data control

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Market update Northwest stocks Name

Div

PE

YTD Last Chg %Chg

AlskAir Avista BkofAm BarrettB Boeing CascdeB rs CascdeCp ColSprtw Costco CraftBrew FLIR Sys HewlettP HmFedDE Intel Keycorp Kroger Lattice LaPac MDU Res MentorGr Microsoft

... 1.10 .04 .36 1.68 ... .80f .88f .96f ... .24 .48f .22 .84f .12f .42 ... ... .65 ... .64

9 14 20 10 17 16 19 28 26 94 23 9 ... 11 11 14 14 ... 17 31 7

69.10 -.56 +21.9 26.38 +.24 +17.1 10.92 +.18 -18.1 14.94 +.25 -3.9 75.99 +1.25 +16.4 8.93 -.25 +5.7 53.37 +2.79 +12.9 65.63 +.85 +8.8 82.06 -.58 +13.6 8.47 +.19 +14.6 34.68 +.68 +16.6 36.45 +.25 -13.4 11.36 +.10 -7.4 23.23 +.48 +10.5 8.38 +.14 -5.3 25.46 +.33 +13.9 6.68 +.12 +10.2 8.50 +.14 -10.1 23.20 +.16 +14.5 12.93 +.20 +7.8 26.77 +.44 -4.1

Name

Div

PE

NikeB Nordstrm NwstNG OfficeMax Paccar PlanarSy PlumCrk PrecCastpt Safeway Schnitzer Sherwin StancrpFn Starbucks TriQuint Umpqua US Bancrp WashFed WellsFargo WstCstB rs Weyerh

1.24 .92 1.74 ... .48a ... 1.68 .12 .58f .07 1.46 .86f .52 ... .20 .50 .24 .48f ... .60

21 18 18 13 34 ... 41 23 15 17 19 10 28 9 41 13 24 12 34 ...

Precious metals Metal NY HSBC Bank US NY Merc Gold NY Merc Silver

Price (troy oz.) $1532.00 $1530.20 $36.528

Pvs Day $1530.00 $1528.70 $35.911

Market recap 93.66 50.56 46.10 7.89 53.39 3.06 41.39 164.18 23.67 58.57 85.96 43.05 40.32 10.60 12.02 25.62 16.91 28.66 17.09 22.57

+1.31 +2.08 +.14 +.32 +1.74 +.24 +.28 -5.82 +.67 +1.32 +.63 +.43 -.10 +.58 +.32 +.32 +.14 +.54 +.52 +.38

+9.6 +19.3 -.8 -55.4 -6.9 +47.8 +10.5 +17.9 +5.2 -11.8 +2.6 -4.6 +25.5 -9.3 -1.3 -5.0 -.1 -7.5 +21.2 +19.2

Prime rate Time period

NYSE

YTD Last Chg %Chg

Percent

Last Previous day A week ago

3.25 3.25 3.25

Amex

Most Active ($1 or more) Name

Vol (00)

Last Chg

S&P500ETF BkofAm Pfizer FordM iShR2K

1389364 1043561 899171 653661 598198

135.36 +1.39 10.92 +.18 20.23 -.55 14.12 +.16 85.65 +1.27

Gainers ($2 or more) Name ChiNBorun NeoPhoto n Talbots NY&Co ProUMex

Last

Chg %Chg

7.91 +.95 7.99 +.85 3.47 +.35 5.42 +.52 43.22 +3.92

+13.6 +11.9 +11.2 +10.6 +10.0

Losers ($2 or more) Name LumberLiq ForestOil iP SER2K C-TrCVOL CatoCp

Indexes

Most Active ($1 or more) Name

Vol (00)

KodiakO g BarcGSOil AmApparel VirnetX GoldStr g

Last Chg

52457 6.51 +.14 49283 25.43 +.41 34352 1.05 +.12 26901 35.99 -.62 25346 2.50 +.09

Gainers ($2 or more)

52-Week High Low Name

Most Active ($1 or more) Name

Vol (00)

Cisco Intel Microsoft PwShs QQQ NewsCpA

693875 523841 480504 444640 381234

Last Chg 15.90 23.23 26.77 59.19 17.43

+.34 +.48 +.44 +.80 -.04

Gainers ($2 or more)

Name

Last

Chg %Chg

Name

Last

Express-1 RennGEnt ClaudeR g Augusta g ChiMarFd

3.59 2.26 2.21 5.01 3.13

+.50 +16.2 +.23 +11.3 +.22 +11.1 +.44 +9.6 +.25 +8.7

ChinaAutL ChinaNet APACC BonaFilm n ChinaSky

2.07 +.91 +78.4 2.60 +1.01 +63.5 8.44 +3.00 +55.1 4.75 +.93 +24.3 2.62 +.49 +23.0

Losers ($2 or more)

Last

Chg %Chg

18.32 24.24 21.15 22.47 27.94

-7.32 -28.5 -3.83 -13.6 -2.72 -11.4 -2.37 -9.5 -2.80 -9.1

Solitario BowlA Tofutti T3 Motn rs YM Bio g

Name

2,384 661 92 3,137 286 8

Advanced Declined Unchanged Total issues New Highs New Lows

Diary Advanced Declined Unchanged Total issues New Highs New Lows

Nasdaq

Last

Losers ($2 or more)

Chg %Chg

2.74 -.28 12.30 -1.20 2.22 -.18 2.13 -.17 2.77 -.14

Chg %Chg

Name

Last

-9.3 -8.9 -7.5 -7.4 -4.8

NwLead rs Affymetrix MagyarBc IBC Cap pf DUSA

332 148 30 510 19 5

Advanced Declined Unchanged Total issues New Highs New Lows

Diary

Chg %Chg

2.60 -.76 -22.6 6.59 -1.41 -17.6 4.30 -.90 -17.3 17.27 -2.51 -12.7 5.70 -.77 -11.9

Diary 2,001 604 100 2,705 227 19

12,876.00 9,659.01 Dow Jones Industrials 5,577.32 3,872.64 Dow Jones Transportation 441.86 356.32 Dow Jones Utilities 8,718.25 6,428.24 NYSE Composite 2,490.51 1,789.54 Amex Index 2,887.75 2,077.77 Nasdaq Composite 1,370.58 1,018.35 S&P 500 14,562.01 10,657.57 Wilshire 5000 868.57 587.66 Russell 2000

World markets

Last

Net Chg

12,719.49 5,618.25 438.80 8,476.13 2,411.73 2,872.66 1,353.22 14,399.28 858.11

+93.47 +52.18 +1.79 +79.65 +22.56 +38.64 +14.00 +156.88 +12.88

YTD %Chg %Chg +.74 +.94 +.41 +.95 +.94 +1.36 +1.05 +1.10 +1.52

52-wk %Chg

+9.86 +10.02 +8.35 +6.43 +9.21 +8.28 +7.60 +7.78 +9.50

+25.45 +36.43 +16.76 +25.46 +31.15 +32.05 +26.44 +28.53 +38.34

Currencies

Here is how key international stock markets performed Thursday.

Key currency exchange rates Thursday compared with late Wednesday in New York.

Market

Dollar vs:

Amsterdam Brussels Paris London Frankfurt Hong Kong Mexico Milan New Zealand Tokyo Seoul Singapore Sydney Zurich

Close

% Change

345.16 2,572.95 3,979.96 6,054.55 7,471.44 22,530.18 36,583.29 19,735.63 3,460.56 10,071.14 2,180.59 3,125.87 4,666.10 5,710.78

+1.04 s +.94 s +.47 s +.86 s +.54 s +.06 s +.32 s -.24 t -.01 t -.11 t +.43 s +.36 s +.05 s +.59 s

Exchange Rate

Australia Dollar Britain Pound Canada Dollar Chile Peso China Yuan Euro Euro Hong Kong Dollar Japan Yen Mexico Peso Russia Ruble So. Korea Won Sweden Krona Switzerlnd Franc Taiwan Dollar

Pvs Day

1.0774 1.5963 1.0426 .002165 .1546 1.4351 .1285 .012300 .086536 .0358 .000940 .1581 1.1832 .0347

1.0684 1.5982 1.0355 .002151 .1546 1.4296 .1285 .012350 .086000 .0357 .000936 .1571 1.1900 .0347

Selected mutual funds YTD Name NAV Chg %Ret Amer Beacon Insti: LgCapInst 20.72 +0.21 +6.3 Amer Beacon Inv: LgCap Inv 19.66 +0.20 +6.1 Amer Century Inv: EqInc 7.58 +0.05 +6.2 GrowthI 28.11 +0.31 +8.8 Ultra 25.15 +0.27 +11.0 American Funds A: AmcpA p 20.42 +0.19 +8.9 AMutlA p 27.18 +0.21 +8.6 BalA p 18.98 +0.12 +7.0 BondA p 12.33 -0.02 +2.9 CapIBA p 52.10 +0.18 +6.3 CapWGA p 37.41 +0.25 +6.3 CapWA p 20.98 +4.5 EupacA p 43.68 +0.27 +5.6 FdInvA p 39.51 +0.37 +8.3 GwthA p 32.59 +0.33 +7.1 HI TrA p 11.45 +0.02 +5.3 IncoA p 17.42 +0.08 +7.3 IntBdA p 13.52 -0.02 +1.9 ICAA p 29.62 +0.33 +6.1 NEcoA p 27.54 +0.23 +8.7 N PerA p 30.36 +0.26 +6.1 NwWrldA 56.47 +0.49 +3.4 SmCpA p 40.83 +0.42 +5.1 TxExA p 12.05 -0.01 +4.1 WshA p 29.72 +0.23 +10.4 Artio Global Funds: IntlEqI r 31.19 +0.27 +3.5 IntEqII I r 12.93 +0.12 +3.8 Artisan Funds: Intl 23.44 +0.17 +8.0 IntlVal r 28.82 +0.18 +6.3 MidCap 38.34 +0.25 +14.0 MidCapVal 22.46 +0.13 +11.9 Baron Funds: Growth 57.95 +0.47 +13.1 Bernstein Fds: IntDur 13.90 -0.03 +3.3 DivMu 14.45 -0.01 +3.0 TxMgdIntl 16.00 +0.11 +1.7

BlackRock A: EqtyDiv 19.04 +0.16 +9.1 GlAlA r 20.35 +0.10 +4.8 BlackRock B&C: GlAlC t 18.94 +0.10 +4.4 BlackRock Instl: EquityDv 19.09 +0.16 +9.3 GlbAlloc r 20.47 +0.11 +5.0 Calamos Funds: GrwthA p 58.08 +0.60 +8.8 Columbia Class A: Acorn t 32.05 +0.37 +10.8 DivEqInc 10.74 +0.14 +7.1 Columbia Class Z: Acorn Z 33.08 +0.38 +11.0 AcornIntZ 41.69 +0.35 +4.4 LgCapGr 14.43 +0.10 +16.2 ValRestr 52.78 +0.70 +5.0 Credit Suisse Comm: ComRet t 9.39 +0.14 +0.5 DFA Funds: IntlCorEq 11.68 +0.09 +5.4 USCorEq1 11.99 +0.14 +9.6 USCorEq2 11.93 +0.14 +9.3 Davis Funds A: NYVen A 35.92 +0.38 +4.6 Davis Funds C & Y: NYVenY 36.34 +0.38 +4.8 NYVen C 34.60 +0.36 +4.2 Delaware Invest A: Diver Inc p 9.33 -0.01 +3.7 Dimensional Fds: EmMCrEq 22.56 +0.22 +2.3 EmMktV 36.04 +0.43 +0.1 IntSmVa 17.95 +0.16 +5.5 LargeCo 10.68 +0.11 +8.7 USLgVa 22.08 +0.17 +10.4 US Small 23.75 +0.37 +11.5 US SmVa 27.80 +0.50 +8.8 IntlSmCo 17.89 +0.14 +5.3 Fixd 10.35 -0.01 +0.5 IntVa 18.97 +0.14 +5.2 Glb5FxInc 11.19 -0.04 +2.8 2YGlFxd 10.21 +0.6 Dodge&Cox:

Balanced 74.43 +0.52 +7.2 Income 13.41 -0.01 +3.5 IntlStk 36.99 +0.18 +3.6 Stock 115.73 +1.10 +8.3 DoubleLine Funds: TRBd I 11.02 NA Eaton Vance A: LgCpVal 19.01 +0.20 +4.9 Eaton Vance I: FltgRt 9.03 +2.8 GblMacAbR 10.20 +0.01 +1.5 LgCapVal 19.06 +0.20 +5.0 FMI Funds: LgCap p 17.03 +0.16 +9.1 FPA Funds: NwInc 10.80 +1.7 FPACres 28.14 +0.15 +6.0 Fairholme 32.68 +0.55 -8.2 Fidelity Advisor A: NwInsgh p 21.41 +0.21 +7.4 StrInA 12.64 +0.02 +4.7 Fidelity Advisor I: NwInsgtI 21.64 +0.21 +7.6 Fidelity Freedom: FF2010 14.24 +0.07 +5.2 FF2015 11.90 +0.06 +5.3 FF2020 14.52 +0.09 +5.7 FF2020K 13.73 +0.09 +5.8 FF2025 12.17 +0.09 +6.0 FF2025K 13.98 +0.11 +6.1 FF2030 14.56 +0.11 +6.2 FF2030K 14.19 +0.11 +6.2 FF2035 12.16 +0.11 +6.4 FF2040 8.50 +0.08 +6.5 Fidelity Invest: AllSectEq 13.32 +0.14 +7.8 AMgr50 16.14 +0.08 +5.0 Balanc 19.31 +0.12 +6.3 BalancedK 19.32 +0.12 +6.3 BlueChGr 49.94 +0.59 +10.1 Canada 60.91 +0.42 +4.7 CapAp 27.45 +0.31 +8.3 CpInc r 9.71 +0.05 +6.1 Contra 72.95 +0.73 +7.8 ContraK 72.96 +0.73 +7.9

DisEq 24.50 DivIntl 31.53 DivrsIntK r 31.52 DivGth 30.43 Eq Inc 47.08 EQII 19.44 Fidel 35.32 FltRateHi r 9.83 GNMA 11.66 GovtInc 10.55 GroCo 94.85 GroInc 19.47 GrowthCoK 94.86 HighInc r 9.10 Indepn 26.58 IntBd 10.70 IntlDisc 34.30 InvGrBd 11.58 InvGB 7.53 LgCapVal 12.32 LevCoStk 30.94 LowP r 42.54 LowPriK r 42.55 Magelln 74.93 MidCap 30.18 MuniInc 12.52 NwMkt r 15.97 OTC 61.93 100Index 9.39 Puritn 19.06 SCmdtyStrt 12.50 SrsIntGrw 11.90 SrsIntVal 10.47 SrInvGrdF 11.58 STBF 8.51 SmllCpS r 21.01 StratInc 11.31 StrReRt r 9.96 TotalBd 10.90 USBI 11.46 Value 73.57 Fidelity Selects: Gold r 48.29 Fidelity Spartan:

+0.24 +8.7 +0.20 +4.6 +0.19 +4.6 +0.39 +7.0 +0.48 +6.7 +0.20 +6.8 +0.40 +9.9 +0.01 +1.8 -0.03 +3.4 -0.02 +2.3 +0.89 +14.1 +0.21 +6.7 +0.89 +14.2 +0.02 +5.0 +0.31 +9.2 -0.02 +3.0 +0.27 +3.8 -0.02 +3.1 -0.01 +3.6 +0.14 +7.5 +0.41 +8.9 +0.35 +10.8 +0.36 +10.9 +0.88 +4.7 +0.24 +10.0 -0.01 +4.3 +0.03 +5.0 +0.77 +12.7 +0.10 +7.4 +0.12 +6.8 +0.18 -1.1 +0.11 +5.4 +0.06 +5.3 -0.02 +3.1 -0.01 +1.3 +0.32 +7.2 +0.02 +4.7 +0.05 +4.4 -0.01 +3.5 -0.03 +2.7 +0.80 +7.1 +0.31 -5.5

ExtMkIn 41.76 +0.52 +10.8 500IdxInv 48.15 +0.51 +8.7 IntlInxInv 37.22 +0.25 +6.2 TotMktInv 39.66 +0.43 +9.2 Fidelity Spart Adv: 500IdxAdv 48.15 +0.50 +8.7 TotMktAd r 39.66 +0.43 +9.2 First Eagle: GlblA 49.42 +0.23 +6.6 OverseasA 23.82 +0.05 +5.1 Frank/Temp Frnk A: FedTFA p 11.63 -0.01 +5.0 FoundAl p 11.09 +0.06 +7.6 HYTFA p 9.90 -0.01 +5.6 IncomA p 2.25 +0.01 +7.0 USGovA p 6.79 -0.02 +2.8 Frank/Tmp Frnk Adv: GlbBdAdv 14.00 +0.06 +5.7 IncmeAd 2.23 +0.01 +6.6 Frank/Temp Frnk C: IncomC t 2.27 +0.01 +6.6 Frank/Temp Mtl A&B: SharesA 22.02 +0.13 +6.7 Frank/Temp Temp A: ForgnA p 7.53 +0.02 +7.9 GlBd A p 14.04 +0.06 +5.6 GrwthA p 19.50 +0.11 +9.6 WorldA p 15.97 +0.09 +7.6 Frank/Temp Tmp B&C: GlBdC p 14.07 +0.07 +5.4 GE Elfun S&S: S&S PM 43.12 +0.52 +7.2 GMO Trust III: Quality 21.76 +0.17 +9.4 GMO Trust VI: EmgMkts r 14.30 +0.14 +5.6 Quality 21.77 +0.18 +9.5 Goldman Sachs Inst: HiYield 7.36 +0.02 +4.9 MidCapV 39.36 +0.44 +8.9 Harbor Funds: Bond 12.34 -0.01 +3.3 CapApInst 41.16 +0.36 +12.1 IntlInv t 64.70 +0.46 +7.8 Intl r 65.42 +0.47 +8.0

Hartford Fds A: CpAppA p 35.06 +0.44 +1.2 Hartford Fds Y: CapAppI 35.11 +0.44 +1.4 Hartford HLS IA : CapApp 44.27 +0.52 +4.5 Div&Gr 20.98 +0.20 +7.6 TotRetBd 11.22 -0.02 +3.0 Hussman Funds: StrGrowth 12.17 -0.08 -1.0 IVA Funds: Wldwide I r 17.72 +0.12 +6.0 Invesco Funds A: Chart p 17.58 +0.18 +8.7 CmstkA 16.84 +0.18 +7.8 EqIncA 9.00 +0.07 +5.7 GrIncA p 20.36 +0.21 +6.5 Ivy Funds: AssetSC t 26.14 +0.35 +10.2 AssetStA p 27.00 +0.37 +10.6 AssetStrI r 27.25 +0.37 +10.7 JPMorgan A Class: CoreBd A 11.58 -0.02 +2.8 JPMorgan Sel Cls: CoreBd 11.57 -0.02 +2.9 HighYld 8.26 +0.03 +5.0 ShtDurBd 11.00 -0.01 +1.1 USLCCrPls 21.97 +0.27 +6.3 Janus T Shrs: OvrseasT r 47.59 +0.36 -6.0 PrkMCVal T 24.22 +0.24 +7.3 Twenty T 68.21 +0.73 +3.8 John Hancock Cl 1: LSBalanc 13.59 +0.09 +6.2 LSGrwth 13.70 +0.12 +6.7 Lazard Instl: EmgMktI 22.04 +0.13 +1.2 Lazard Open: EmgMkO p 22.42 +0.14 +1.0 Longleaf Partners: Partners 31.74 +0.31 +12.3 Loomis Sayles: LSBondI 14.89 +0.04 +7.1 StrInc C 15.56 +0.05 +7.0 LSBondR 14.83 +0.04 +6.9

StrIncA 15.48 +0.05 +7.5 Loomis Sayles Inv: InvGrBdY 12.44 +0.01 +5.2 Lord Abbett A: AffilA p 12.09 +0.12 +4.9 BdDebA p 8.02 +0.01 +5.9 ShDurIncA p 4.60 +2.3 Lord Abbett C: ShDurIncC t 4.63 +1.9 MFS Funds A: TotRA 14.73 +0.08 +5.6 ValueA 24.37 +0.22 +7.6 MFS Funds I: ValueI 24.48 +0.23 +7.7 Manning&Napier Fds: WldOppA 9.22 +0.07 +7.1 MergerFd 16.25 -0.01 +3.0 Metro West Fds: TotRetBd 10.45 -0.01 +2.9 TotRtBdI 10.44 -0.02 +3.1 MorganStanley Inst: MCapGrI 42.69 +0.25 +14.3 Mutual Series: GblDiscA 30.87 +0.13 +5.8 GlbDiscZ 31.28 +0.13 +5.9 QuestZ 18.76 +0.12 +6.0 SharesZ 22.22 +0.13 +6.9 Neuberger&Berm Inv: GenesInst 52.08 +0.55 +13.3 Northern Funds: HiYFxInc 7.40 NA Oakmark Funds I: EqtyInc r 29.81 +0.20 +7.5 Intl I r 20.34 +0.01 +4.8 Oakmark 45.22 +0.57 +9.5 Old Westbury Fds: GlobOpp 8.18 +0.04 +7.4 GlbSMdCap 16.54 +0.14 +8.9 Oppenheimer A: DvMktA p 36.37 +0.26 -0.3 GlobA p 65.84 +0.60 +9.1 GblStrIncA 4.38 +0.01 +5.3 IntBdA p 6.74 +0.03 +4.8 MnStFdA 34.11 +0.34 +5.3 RisingDivA 16.91 +0.16 +9.7

S&MdCpVl 34.95 +0.37 +9.1 Oppenheimer B: RisingDivB 15.33 +0.15 +9.1 S&MdCpVl 29.86 +0.33 +8.6 Oppenheimer C&M: RisingDvC p 15.27 +0.14 +9.2 Oppenheimer Roch: RcNtMuA 6.83 +7.1 Oppenheimer Y: DevMktY 36.03 +0.26 -0.1 IntlBdY 6.73 +0.02 +4.7 PIMCO Admin PIMS: TotRtAd 11.01 -0.01 +3.1 PIMCO Instl PIMS: AlAsetAut r 10.92 +0.02 +5.1 AllAsset 12.53 +0.03 +5.6 ComodRR 8.96 +0.13 +4.4 DevLcMk r 11.13 +0.06 +6.0 DivInc 11.63 +0.02 +4.7 HiYld 9.42 +0.02 +5.1 InvGrCp 10.68 -0.01 +4.7 LowDu 10.51 +0.01 +2.4 RealRtnI 11.71 +0.01 +5.7 ShortT 9.90 +1.0 TotRt 11.01 -0.01 +3.2 PIMCO Funds A: RealRtA p 11.71 +0.01 +5.5 TotRtA 11.01 -0.01 +3.0 PIMCO Funds C: TotRtC t 11.01 -0.01 +2.6 PIMCO Funds D: TRtn p 11.01 -0.01 +3.1 PIMCO Funds P: TotRtnP 11.01 -0.01 +3.2 Perm Port Funds: Permannt 48.98 +0.20 +6.9 Pioneer Funds A: PionFdA p 43.68 +0.52 +7.1 Price Funds: BlChip 42.14 +0.50 +10.5 CapApp 21.83 +0.15 +7.5 EmMktS 36.22 +0.39 +2.7 EqInc 25.04 +0.26 +6.6 EqIndex 36.47 +0.38 +8.6 Growth 35.09 +0.41 +9.1

HlthSci 36.93 HiYield 6.88 IntlBond 10.31 Intl G&I 14.40 IntlStk 15.02 MidCap 64.48 MCapVal 25.63 N Asia 20.15 New Era 54.68 N Horiz 39.08 N Inc 9.56 R2010 16.27 R2015 12.67 R2020 17.58 R2025 12.91 R2030 18.59 R2035 13.18 R2040 18.77 ShtBd 4.86 SmCpStk 38.74 SmCapVal 39.38 SpecIn 12.61 Value 25.10 Putnam Funds A: GrInA p 14.30 VoyA p 24.33 Royce Funds: PennMuI r 12.92 PremierI r 22.80 Schwab Funds: 1000Inv r 40.48 S&P Sel 21.26 Scout Funds: Intl 34.05 Selected Funds: AmShD 43.37 Sequoia 146.96 Templeton Instit: ForEqS 21.33 Third Avenue Fds: ValueInst 52.24 Thornburg Fds: IntValA p 29.71 IntValue I 30.37 Tweedy Browne:

+0.23 +22.0 +0.02 +5.3 +5.0 +0.12 +8.2 +0.11 +5.6 +0.71 +10.2 +0.31 +8.1 +0.14 +5.1 +0.80 +4.8 +0.44 +16.7 -0.01 +2.6 +0.09 +6.1 +0.09 +6.6 +0.14 +6.9 +0.11 +7.2 +0.17 +7.6 +0.13 +7.8 +0.18 +7.7 +1.4 +0.51 +12.5 +0.52 +9.0 +0.02 +4.2 +0.27 +7.5 +0.16 +6.1 +0.42 +2.6 +0.16 +10.9 +0.25 +12.0 +0.42 +8.9 +0.22 +8.6 +0.30 +5.7 +0.43 +4.7 +0.74 +13.7 +0.10 +6.4 -0.02 +0.9 +0.07 +6.7 +0.08 +6.9

GblValue 24.88 Vanguard Admiral: BalAdml 22.56 CAITAdm 10.97 CpOpAdl 81.31 EMAdmr r 41.02 Energy 136.01 ExtdAdm 45.88 500Adml 124.72 GNMA Ad 10.90 GrwAdm 34.35 HlthCr 59.75 HiYldCp 5.81 InfProAd 26.47 ITBdAdml 11.37 ITsryAdml 11.53 IntGrAdm 65.53 ITAdml 13.54 ITGrAdm 9.96 LtdTrAd 11.07 LTGrAdml 9.43 LT Adml 10.90 MCpAdml 102.47 MuHYAdm 10.30 PrmCap r 73.57 ReitAdm r 89.13 STsyAdml 10.76 STBdAdml 10.61 ShtTrAd 15.91 STIGrAd 10.75 SmCAdm 38.80 TtlBAdml 10.70 TStkAdm 34.20 WellslAdm 54.76 WelltnAdm 56.39 Windsor 47.95 WdsrIIAd 49.23 Vanguard Fds: AssetA 26.30 CapOpp 35.19 DivdGro 15.71 Energy 72.42 EqInc 22.31 Explr 82.81

+0.07 +4.5 +0.13 +6.7 +4.5 +0.94 +5.9 +0.38 +2.9 +1.95 +12.4 +0.56 +11.2 +1.29 +8.7 -0.03 +3.2 +0.38 +9.3 +0.11 +16.6 +0.02 +5.8 +5.8 -0.04 +3.9 -0.05 +3.1 +0.60 +6.5 -0.01 +4.1 -0.02 +3.8 -0.01 +1.9 -0.01 +4.0 -0.01 +4.4 +1.10 +11.2 -0.01 +4.5 +0.82 +7.8 +1.10 +15.4 -0.02 +1.2 -0.02 +1.7 +1.0 -0.01 +1.7 +0.51 +11.6 -0.02 +2.7 +0.37 +9.2 +0.08 +6.1 +0.31 +6.5 +0.44 +5.9 +0.42 +9.2 +0.29 +8.2 +0.41 +5.9 +0.14 +10.4 +1.04 +12.4 +0.18 +11.0 +1.05 +13.6

GNMA 10.90 GlobEq 19.31 HYCorp 5.81 HlthCre 141.57 InflaPro 13.48 IntlGr 20.59 IntlVal 33.41 ITIGrade 9.96 LifeCon 17.00 LifeGro 23.50 LifeMod 20.62 LTIGrade 9.43 Morg 19.82 MuInt 13.54 PrecMtls r 26.16 PrmcpCor 14.96 Prmcp r 70.87 SelValu r 20.52 STAR 20.08 STIGrade 10.75 StratEq 21.15 TgtRetInc 11.68 TgRe2010 23.56 TgtRe2015 13.16 TgRe2020 23.48 TgtRe2025 13.46 TgRe2030 23.20 TgtRe2035 14.06 TgtRe2040 23.10 TgtRe2045 14.51 USGro 20.27 Wellsly 22.60 Welltn 32.65 Wndsr 14.21 WndsII 27.74 Vanguard Idx Fds: DvMkInPl r 110.26 TotIntAdm r 27.65 TotIntlInst r 110.63 500 124.72 MidCap 22.56 SmCap 38.74 SmlCpGth 25.08 SmlCpVl 17.37

-0.03 +3.2 +0.16 +8.1 +0.02 +5.7 +0.25 +16.5 +5.8 +0.19 +6.5 +0.26 +3.9 -0.02 +3.7 +0.07 +4.9 +0.21 +7.2 +0.14 +6.2 -0.01 +3.9 +0.22 +9.9 -0.01 +4.0 +0.41 -2.0 +0.19 +8.6 +0.79 +7.7 +0.20 +9.4 +0.11 +6.2 -0.01 +1.7 +0.23 +15.4 +0.03 +4.8 +0.10 +5.6 +0.07 +6.0 +0.14 +6.2 +0.10 +6.7 +0.18 +7.0 +0.12 +7.4 +0.21 +7.4 +0.13 +7.5 +0.26 +11.1 +0.03 +6.0 +0.18 +6.4 +0.13 +5.9 +0.24 +9.2 +0.87 +6.1 +0.23 +4.9 +0.90 +4.9 +1.30 +8.6 +0.24 +11.1 +0.51 +11.5 +0.33 +14.4 +0.23 +8.5

STBnd

10.61 -0.02 +1.6

TotBnd

10.70 -0.02 +2.6

TotlIntl

16.53 +0.14 +4.9

TotStk

34.19 +0.37 +9.2

Vanguard Instl Fds: BalInst

22.56 +0.13 +6.7

DevMkInst

10.58 +0.08 +6.0

ExtIn

45.88 +0.56 +11.2

FTAllWldI r

98.73 +0.81 +5.2

GrwthIst

34.35 +0.39 +9.3

InfProInst

10.78

+5.8

InstIdx

123.88 +1.29 +8.7

InsPl

123.88 +1.28 +8.7

InsTStPlus

30.94 +0.34 +9.3

MidCpIst

22.64 +0.25 +11.2

SCInst

38.80 +0.51 +11.6

TBIst

10.70 -0.02 +2.7

TSInst

34.20 +0.36 +9.2

Vanguard Signal: 500Sgl

103.02 +1.07 +8.7

MidCpIdx

32.34 +0.35 +11.2

STBdIdx

10.61 -0.02 +1.7

TotBdSgl

10.70 -0.02 +2.7

TotStkSgl

33.01 +0.36 +9.2

Western Asset: CorePlus I

10.97

+3.7

Yacktman Funds: Fund p

18.18 +0.10 +9.9

Bulletin Daily Paper 07/08/11  

The Bulletin Daily print edition for Friday July 8, 2011

Bulletin Daily Paper 07/08/11  

The Bulletin Daily print edition for Friday July 8, 2011