Name Relative Value Under/Over iShares Core S&P 500 ETF ... · iShares Core S&P 500 ETF 131.0%...

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Stocks Page | 1 Stocks: Consideration: USA Expectations continue to run high for American markets. Expectations continue to run high in the American markets, across all three market capitalization categories, and nearly every sector. USA bond markets continue to see deep colors of red as do international stocks and bonds. The total USA market added more than 2% to the yearly return since our last report in mid-August reaching 8.42% for the year and 17.7% over the past 12 months. The LargeCap and MidCap categories moved ahead by over 7% each with LargeCap slightly ahead but, both were outdone by SmallCap stocks which added nearly 3% reaching 16.09% for the year. It was not too long ago where SmallCap was the category that could not even see the green side of the performance table from any distance. As we have said many times, do not adjust your asset allocation based on last year’s winners; you may get a strong dose of whip-lash. Table 1: Relative Fair Value (Fv) of Each Major Market Capitalization Segment Table 2: Performance Return of Each Major Market Capitalization and Style Segment Name Relative Value Under/Over iShares Core S&P 500 ETF 131.0% iShares Core S&P Mid-Cap ETF 124.0% iShares Core S&P Small-Cap ETF 133.6% U.S. Market Overall U.S. Ticker Current % CHG Week % CHG Month % CHG Quarter % CHG YTD % CHG 12 mo iShares DJ US ETF IYY 144.54 (0.80) (0.80) 6.01 8.17 17.16 iShares Core S&P 500 ETF IVV 290.31 (0.73) (0.73) 6.32 7.98 16.97 iShares Core S&P Mid-Cap ETF IJH 203.19 (0.57) (0.57) 4.32 7.07 18.33 iShares Core S&P Small-Cap ETF IJR 89.17 (1.26) (1.26) 6.84 16.09 29.33 iShares Core S&P Total USStock ITOT 66.29 (0.81) (0.81) 6.03 8.42 17.74 iShares S&P 500 Value ETF IVE 116.1 0.04 0.04 5.42 1.63 10.92 iShares S&P 500 Growth ETF IVW 173.91 (1.33) (1.33) 6.95 13.84 22.42 Market

Transcript of Name Relative Value Under/Over iShares Core S&P 500 ETF ... · iShares Core S&P 500 ETF 131.0%...

Page 1: Name Relative Value Under/Over iShares Core S&P 500 ETF ... · iShares Core S&P 500 ETF 131.0% iShares Core S&P Mid-Cap ETF 124.0% iShares Core S&P Small-Cap ETF 133.6% U.S. Market

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Stocks: Consideration: USA

Expectations continue to

run high for American

markets.

Expectations continue to run high in the American markets,

across all three market capitalization categories, and nearly

every sector. USA bond markets continue to see deep colors of

red as do international stocks and bonds.

The total USA market added more than 2% to the yearly return

since our last report in mid-August reaching 8.42% for the year

and 17.7% over the past 12 months. The LargeCap and MidCap

categories moved ahead by over 7% each with LargeCap slightly

ahead but, both were outdone by SmallCap stocks which added

nearly 3% reaching 16.09% for the year. It was not too long ago

where SmallCap was the category that could not even see the

green side of the performance table from any distance. As we

have said many times, do not adjust your asset allocation based

on last year’s winners; you may get a strong dose of whip-lash.

Table 1: Relative Fair Value (Fv) of Each Major Market Capitalization Segment

Table 2: Performance Return of Each Major Market Capitalization and Style Segment

Name Relative Value Under/Over

iShares Core S&P 500 ETF 131.0%

iShares Core S&P Mid-Cap ETF 124.0%

iShares Core S&P Small-Cap ETF 133.6%

U.S. Market Overall

U.S. Ticker Current % CHG Week % CHG Month % CHG Quarter % CHG YTD % CHG 12 mo

iShares DJ US ETF IYY 144.54 (0.80) (0.80) 6.01 8.17 17.16

iShares Core S&P 500 ETF IVV 290.31 (0.73) (0.73) 6.32 7.98 16.97

iShares Core S&P Mid-Cap ETF IJH 203.19 (0.57) (0.57) 4.32 7.07 18.33

iShares Core S&P Small-Cap ETF IJR 89.17 (1.26) (1.26) 6.84 16.09 29.33

iShares Core S&P Total USStock ITOT 66.29 (0.81) (0.81) 6.03 8.42 17.74

iShares S&P 500 Value ETF IVE 116.1 0.04 0.04 5.42 1.63 10.92

iShares S&P 500 Growth ETF IVW 173.91 (1.33) (1.33) 6.95 13.84 22.42

Market

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Current prices are

running well ahead of

fair values.

Consumer Discretionary

gains over 17% this

year..

Expectations are very strong in American markets with current

prices running well ahead of fair values. Growth is running well

ahead of Value-based stocks by over 12 percentage points this

year. Value stocks as a group just turned positive for the year

and now have posted a 1.6% gain.

Both, LargeCap and SmallCap are considered OverValued (>

130% FV) at 131.0% and 133.6% Fv, respectively, while MidCap

is at a Cautionary level (> 120% Fv). SmallCap added the most

since our last report at 5.5% which pushed the category into

OverValuation. LargeCap added slightly less, 3.1% which also

moved the group into OverValuation. None of the market

capitalization categories are Sell considerations and can return to

the Hold classification if revenues, earnings and dividends

advance enough to bring relative fair values back into range. If

this does not occur, investors may begin to get weary waiting for

the future financial gains and decided to shift assets away from

USA stocks.

All sectors added value since our last report with Consumer

Discretionary taking the lead gaining over 17% this year. It is

followed closely by Information Technology at over 15%.

Consumer Discretionary is being propelled into gains and high

valuations with Amazon [AMZN] reaching the $1 trillion mark

as is technology with the assistance of Apple [AAPL] a stock

already in the $1 trillion Club.

One other sector has reached the “teen” performance level,

Health Care added nearly 4 percentage points this period

reaching 11.77%. Only three sectors remain negative this year:

Consumer Staples which has struggled all year, Materials down

Table 3: Performance return of each major sector.

Description Ticker Current % CHG Week % CHG Month % CHG Quarter % CHG YTD % CHG 12 mo

SPDR Consumer Discretionary XLY 115.59 (1.16) (1.16) 5.75 17.12 29.63

SPDR Cons Staples Slct XLP 54.48 1.30 1.30 5.72 (4.24) (1.11)

SPDR Energy Sel Sectr XLE 72.81 (2.19) (2.19) (4.12) 0.76 13.06

SPDR Financial Select XLF 28.36 0.11 0.11 6.66 1.61 17.68

SPDR Health Care Select Sector XLV 92.41 (0.40) (0.40) 10.72 11.77 11.96

SPDR Industrials Slct XLI 77.83 0.95 0.95 8.66 2.85 14.00

SPDR Materials Select XLB 59.37 0.17 0.17 2.24 (1.92) 7.93

Real Estate Select Sector SPDR XLRE 33.87 0.06 0.06 3.55 2.82 2.02

SPDR Select Technology XLK 73.83 (2.34) (2.34) 6.28 15.45 27.23

iShares DJ US Telecom ETF IYZ 29.36 (1.08) (1.08) 6.49 (0.17) (2.78)

SPDR Utilities Select XLU 54.77 2.43 2.43 5.41 3.97 (1.07)

U.S. Sectors

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only 1.92%, and Telecom which has reached an even level at

(0.17)%.

U.S. bonds remain solidly in the red with Investment grade

corporates still giving their investors the most pain with a loss of

5.29% for 2018. High yield and mortgage backed bonds

continued to drop in performance but, there was some good

news in both 1-3 year Treasury and Municipals. Both categories

posted positive gains, but both remain negative for the year and

the past 12 months.

International stock markets were also a sea of red except for

Mexico which managed to just turn positive at 0.08% for the year

with an exceptional 4.65% gain for the quarter, but the country

remains down over 11% for the past 12 months. Emerging

markets is suffering the most this year with a loss of over 11%

and China just behind down at slightly over 10%. (China is part

of the Emerging Market index.) Only one positive non-USA

market exists for the past 12 months. Japan, but it remains down

by nearly 5% for the year. International markets have not been

for the faint of heart in 2018.

Table 4: Performance return of each major bond segment

Table 5: Performance return of each major international stock market.

Description Ticker Current % CHG Week % CHG Month % CHG Quarter % CHG YTD % CHG 12 mo

iShares Barclays 1-3 yr Tr Bnd SHY 83.22 (0.14) (0.14) (0.18) (0.75) (1.74)

iShares S&P Natl AMT-Fr Mun MUB 108.55 (0.33) (0.33) (0.45) (1.98) (2.79)

iShares iBoxx $ Inves Grd Corp LQD 115.13 (0.27) (0.27) 0.49 (5.29) (5.04)

iShares iBoxx $ HY B ETF HYG 85.79 (0.66) (0.66) 0.83 (1.68) (2.28)

iShares Barclays MBS Bond ETF MBB 103.94 (0.25) (0.25) (0.23) (2.49) (3.41)

U.S. Bonds

Description Ticker Current % CHG Week % CHG Month % CHG Quarter % CHG YTD % CHG 12 mo

iShares MSCI EAFE ETF EFA 65.96 (2.05) (2.05) (1.51) (6.19) (2.30)

iShares MSCI United Kingdom EWU 33.02 (1.64) (1.64) (5.06) (7.82) (3.56)

iShares MSCI EMU ETF EZU 40.25 (2.35) (2.35) (1.85) (7.22) (5.12)

iShares MSCI Japan ETF EWJ 57.02 (2.06) (2.06) (1.54) (4.86) 3.73

iShares MSCI Pacific Ex Jap EPP 44.53 (3.17) (3.17) (3.22) (6.84) (4.85)

iShares China Large Cap ETF FXI 41.38 (2.38) (2.38) (3.70) (10.37) (5.50)

iShares MSCI Canada ETF EWC 28.27 (1.84) (1.84) (0.84) (4.62) (0.04)

iShares MSCI Mexico Capped ETF EWW 49.33 (2.01) (2.01) 4.65 0.08 (11.69)

iShares MSCI Emerg Mkts ETF EEM 41.76 (3.27) (3.27) (3.62) (11.38) (6.97)

International Stocks

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International bonds have also continued with the red theme for

the year with losses reaching 4.86% in international corporate.

Table 6: Performance return of each major international bond segment.

Description Ticker Current % CHG Week % CHG Month % CHG Quarter % CHG YTD % CHG 12 mo

iShares Core US Aggrgt Bd ETF AGG 106.19 (0.21) (0.21) (0.12) (2.87) (3.59)

iShares Int'l Treasury Bnd ETF IGOV 48.62 0.12 0.12 (1.20) (2.60) (4.25)

SPDR Barclays Interntl Corp Bd IBND 33.624 (0.14) (0.14) (0.58) (4.86) (4.91)

International Bonds

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Stock Considerations - USA (Listed by Consideration)

Monday, September 10, 2018 Page 1 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

B

Consumer Discretionary

Automobiles & Components

31.2%SUP MARKETSuperior Industries Int'l S&P600B

48.7%CTB MARKETCooper Tire & Rubber Co. S&P600B

66.7%DAN ASPIRATIONALDana Incorporated S&P400B

67.4%F MARKETFord Motor Company S&P500B

77.1%THO MARKETThor Industries Inc. S&P400B

80.0%GM MARKETGeneral Motors Company S&P500B

80.3%BWA ASPIRATIONALBorgWarner Inc. S&P500B

Consumer Durables & Apparel

50.6%NWL MARKETNewell Brands Inc S&P500B

55.0%FOSL ASPIRATIONALFossil Group, Inc. S&P600B

63.0%VSTO COREVista Outdoor Inc. S&P600B

66.0%TUP MARKETTupperware Brands Corp. S&P400B

67.9%HBI MARKETHanesbrands, Inc. S&P500B

74.7%NLS MARKETNautilus, Inc. S&P600B

78.4%TOL MARKETToll Brothers Inc S&P400B

79.5%WHR MARKETWhirlpool Corporation S&P500B

81.8%LEN MARKETLennar Corp cl A S&P500B

83.5%SKX MARKETSkechers U.S.A. Inc. S&P400B

Consumer Services

73.0%MGM ASPIRATIONALMGM Resorts International S&P500B

73.3%PZZA MARKETPapa Johns Intl Inc. S&P400B

77.8%HRB COREH&R Block Inc. S&P500B

79.7%SBUX MARKETStarbucks Corporation S&P500B

Media

52.6%NWS MARKETNews Corporation Class B S&P500B

57.6%TGNA MARKETTEGNA Inc. S&P400B

79.1%VIAB MARKETViacom Inc cl B S&P500B

81.5%CBS MARKETCBS Corp. cl B S&P500B

82.2%DISH MARKETDISH Network Corp cl A S&P500B

83.4%CHTR MARKETCharter Communications cl A S&P500B

Retailing

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

20.9%FTD MARKETFTD Companies, Inc. S&P600B

28.5%JCP MARKETJ.C. Penney Company Inc. S&P600B

44.3%BBBY MARKETBed Bath & Beyond Inc S&P400B

45.5%BKS MARKETBarnes & Noble Inc. S&P600B

45.8%LB MARKETL Brands, Inc. S&P500B

47.3%FRAN MARKETFrancesca's Holdings Corp S&P600B

53.5%BGFV COREBig 5 Sporting Goods Corp S&P600B

55.3%ODP ASPIRATIONALOffice Depot Inc. S&P600B

59.2%TTS MARKETTile Shop Holdings, Inc. S&P600B

61.5%VSI MARKETVitamin Shoppe, Inc. S&P600B

62.1%GME MARKETGamestop Corp S&P600B

69.5%BNED MARKETBarnes & Noble Education, Inc. S&P600B

69.8%BKE MARKETBuckle Inc. S&P600B

70.0%LAD MARKETLithia Motors Inc. S&P600B

76.1%HIBB MARKETHibbett Sports, Inc. S&P600B

78.7%CHS COREChico's FAS, Inc. S&P600B

81.4%EXPE MARKETExpedia, Inc. S&P500B

81.9%CATO MARKETCato Corporation Cl A S&P600B

82.1%CORE CORECore Mark Hldg Co. Inc. S&P600B

83.8%EXPR MARKETExpress, Inc. S&P600B

Consumer Staples

Food & Staples Retailing

79.6%UNFI MARKETUnited Natural Foods Inc. S&P400B

80.2%SPTN MARKETSpartanNash Company S&P600B

Food Beverage & Tobacco

56.8%DF COREDean Foods Co S&P600B

72.8%KHC MARKETThe Kraft Heinz Company S&P500B

74.2%TSN CORETyson Foods Inc S&P500B

74.7%INGR COREIngredion Incorporated S&P400B

80.0%TAP COREMolson Coors Brewing Co. S&P500B

81.7%CPB CORECampbell Soup Company S&P500B

82.1%HAIN MARKETHain Celestial Group Inc. S&P400B

83.1%MGPI COREMGP Ingredients Inc S&P600B

83.2%SJM COREJM Smucker Co. S&P500B

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

87.1%GIS COREGeneral Mills Inc. S&P500B

87.5%COKE CORECoca-Cola Bottling Cl A S&P600B

Household & Personal Products

64.7%COTY CORECoty, Inc. S&P500B

66.3%AVP ASPIRATIONALAvon Products, Inc. S&P600B

Energy

Energy

33.6%CPE ASPIRATIONALCallon Petroleum Co. S&P400B

43.2%SLCA ASPIRATIONALU.S. Silica Holdings, Inc. S&P600B

46.1%CRR ASPIRATIONALCarbo Ceramics Inc. S&P600B

53.4%RRC ASPIRATIONALRange Resources Corp S&P400B

55.2%SWN ASPIRATIONALSouthwestern Energy Co. S&P400B

61.7%BRS ASPIRATIONALBristow Group, Inc. S&P600B

74.8%GPRE ASPIRATIONALGreen Plains Inc. S&P600B

83.5%RDC ASPIRATIONALRowan Companies plc S&P400B

Financials

Banks

70.5%OZK ASPIRATIONALBank OZK S&P400B

73.5%NYCB MARKETNew York Cmnty Bancorp S&P400B

80.6%C ASPIRATIONALCitigroup Inc. S&P500B

81.1%HAFC MARKETHanmi Financial Corp S&P600B

81.6%TREE ASPIRATIONALLendingTree, Inc. S&P400B

85.5%SFNC MARKETSimmons First National Corp S&P600B

Diversified Financials

52.8%WETF ASPIRATIONALWisdomTree Investments S&P600B

67.5%AMG ASPIRATIONALAffiliated Managers Group S&P500B

69.2%IVZ ASPIRATIONALInvesco Ltd. S&P500B

71.6%LM ASPIRATIONALLegg Mason Inc. S&P400B

72.3%FII MARKETFederated Investors Inc. S&P400B

77.6%BEN ASPIRATIONALFranklin Resources, Inc. S&P500B

85.0%CBOE CORECboe Global Markets, Inc. S&P500B

Insurance

17.9%MHLD MARKETMaiden Holdings Ltd. S&P600B

49.4%UIHC MARKETUnited Insurance Hldgs Corp S&P600B

Monday, September 10, 2018 Page 4 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

73.1%BHF MARKETBrighthouse Financial, Inc. S&P500B

80.3%PRU ASPIRATIONALPrudential Financial Inc S&P500B

80.8%PFG ASPIRATIONALPrincipal Financial Group S&P500B

83.3%UNM ASPIRATIONALUnum Group S&P500B

Health Care

Health Care Equipment & Services

22.7%ACET ASPIRATIONALAceto Corporation S&P600B

29.6%CYH MARKETCommunity Health Systems S&P600B

56.0%PDCO MARKETPatterson Companies Inc S&P400B

60.4%ACHC MARKETAcadia Healthcare Company Inc S&P400B

62.9%QHC COREQuorum Health Corp S&P600B

67.5%MCK MARKETMcKesson Corp S&P500B

69.9%CUTR MARKETCutera, Inc. S&P600B

72.0%XRAY COREDENTSPLY SIRONA Inc. S&P500B

76.6%CAH MARKETCardinal Health Inc. S&P500B

79.0%DPLO MARKETDiplomat Pharmacy, Inc S&P600B

79.5%MD COREMednax, Inc. S&P400B

80.0%CCRN MARKETCross Country Healthcare Inc S&P600B

81.8%VREX MARKETVarex Imaging Corp S&P600B

83.8%OMI COREOwens & Minor Inc. S&P600B

85.5%CVS MARKETCVS Health Corporation S&P500B

Pharmaceuticals & Biotechnology

21.0%LCI ASPIRATIONALLannett Company S&P600B

37.2%ASRT ASPIRATIONALAssertio Therapeutics, Inc. S&P600B

58.2%EXEL ASPIRATIONALExelixis Inc. S&P400B

67.0%MDXG ASPIRATIONALMiMedx Group, Inc. S&P600B

67.1%CYTK MARKETCytokinetics Inc S&P600B

67.6%CORT ASPIRATIONALCorcept Therapeutics Inc S&P600B

68.8%INCY ASPIRATIONALIncyte Corp S&P500B

77.4%AGN MARKETAllergan plc. S&P500B

77.7%AKRX MARKETAkorn, Inc. S&P400B

80.3%CELG MARKETCelgene Corp. S&P500B

81.9%GILD MARKETGilead Sciences Inc. S&P500B

84.7%REGN MARKETRegeneron Pharmaceuticals S&P500B

Monday, September 10, 2018 Page 5 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

87.4%PRGO MARKETPerrigo Company S&P500B

Industrials

Capital Goods

50.6%TGI ASPIRATIONALTriumph Group Inc. S&P600B

60.3%UFPI MARKETUniversal Forest Products S&P600B

65.5%TWI ASPIRATIONALTitan International Inc. S&P600B

65.8%GE MARKETGeneral Electric Company S&P500B

68.1%NX MARKETQuanex Building Products S&P600B

68.4%AYI MARKETAcuity Brands, Inc. S&P400B

69.9%DY ASPIRATIONALDycom Industries Inc S&P400B

70.8%GFF MARKETGriffon Corp S&P600B

70.9%ITW MARKETIllinois Tool Works Inc. S&P500B

73.7%GVA MARKETGranite Construction Inc S&P400B

75.3%TTC MARKETToro Company S&P400B

79.3%FBHS MARKETFortune Brands Hm & Sec. S&P500B

81.7%AOS MARKETA.O. Smith Corp. S&P500B

85.3%PNR MARKETPentair Ltd. S&P500B

86.0%ASTE MARKETAstec Industries, Inc. S&P600B

88.0%GGG MARKETGraco Inc S&P400B

Commercial & Professional Services

47.1%RRD ASPIRATIONALR.R. Donnelley & Sons S&P600B

52.6%PBI MARKETPitney Bowes Inc. S&P400B

68.5%ESND MARKETEssendant Inc. S&P600B

74.2%NLSN MARKETNielsen Holdings plc S&P500B

76.9%ABM MARKETABM Industries Inc. S&P600B

79.9%MAN ASPIRATIONALManpowerGroup S&P400B

81.3%HSII MARKETHeidrick & Struggles S&P600B

Transportation

69.0%ALGT MARKETAllegiant Travel Company S&P600B

84.8%LUV MARKETSouthwest Airlines Co. S&P500B

84.9%ALK MARKETAlaska Air Group Inc S&P500B

Information Technology

Semiconductors and Semiconductor

54.7%XPER MARKETXperi Corporation S&P600B

Monday, September 10, 2018 Page 6 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

68.5%VECO ASPIRATIONALVeeco Instruments Inc. S&P600B

70.7%KOPN ASPIRATIONALKopin Corporation S&P600B

70.7%ACLS ASPIRATIONALAxcelis Technologies Inc S&P600B

71.9%AMAT ASPIRATIONALApplied Materials Inc. S&P500B

74.0%MXL MARKETMaxLinear, Inc. cl A S&P600B

74.3%PDFS MARKETPDF Solutions Inc S&P600B

75.9%MKSI ASPIRATIONALMKS Instruments Inc. S&P400B

76.9%UCTT ASPIRATIONALUltra Clean Holdings, Inc. S&P600B

Software & Services

51.5%LOGM ASPIRATIONALLogMeIn, Inc. S&P400B

80.0%TIVO MARKETTiVo Corporation S&P600B

82.2%CSGS MARKETCSG Systems International S&P600B

Technology Hardware & Equipment

25.0%DBD ASPIRATIONALDiebold Incorporated S&P600B

50.4%CRAY ASPIRATIONALCray Inc S&P600B

58.0%EXTR MARKETExtreme Networks Inc. S&P600B

62.0%AAOI ASPIRATIONALApplied Optoelectronics, Inc. S&P600B

75.9%SNX MARKETSynnex Corporation S&P400B

78.1%FNSR MARKETFinisar Corporation S&P600B

84.4%XRX MARKETXerox Corporation S&P500B

Materials

Materials

19.5%FTK ASPIRATIONALFlotek Industries Inc S&P600B

64.5%LXU ASPIRATIONALLSB Industries Inc S&P600B

68.3%CLW MARKETClearwater Paper Corp S&P600B

68.9%RYAM MARKETRayonier Advanced Materials S&P600B

72.2%USCR MARKETU.S. Concrete Inc. S&P600B

72.4%OLN ASPIRATIONALOlin Corporation S&P400B

75.4%MLM MARKETMartin Marietta Materials Inc S&P500B

78.7%CMP MARKETCompass Minerals Intl Inc S&P400B

80.7%ALB MARKETAlbemarle Corporation S&P500B

85.3%SMG MARKETScotts Miracle-Gro Co S&P400B

Real Estate

Real Estate

Monday, September 10, 2018 Page 7 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

55.3%CBL MARKETCBL & Associates Properties S&P600B

63.0%PEI MARKETPennsylvania Real Est Inv SBI S&P600B

75.8%CDR CORECedar Realty Trust Inc S&P600B

76.2%SKT CORETanger Factory Outlet S&P400B

77.6%CLI MARKETMack-Cali Realty Corp S&P400B

77.7%VNO COREVornado Realty Trust S&P500B

80.5%GEO MARKETGeo Group Inc S&P400B

81.2%VTR COREVentas Inc. S&P500B

83.2%MPW COREMedical Properties Trust Inc S&P400B

83.2%KRG COREKite Realty Group Trust S&P600B

87.4%KIM COREKimco Realty Corp. S&P500B

87.6%WELL COREWelltower Inc. S&P500B

88.0%LAMR CORELamar Advertising Co. S&P400B

89.1%EPR COREEPR Properties S&P400B

Telecommunication Services

Telecommunication Services

40.4%CNSL MARKETConsolidated Comm Hldgs S&P600B

65.8%FTR ASPIRATIONALFrontier Communications Corp. S&P600B

80.5%T COREAT&T Inc. S&P500B

89.3%CBB MARKETCincinnati Bell Inc. S&P600B

Utilities

Utilities

76.4%SCG COREScana Corporation S&P500B

89.2%D COREDominion Energy, Inc. S&P500B

BW

Consumer Discretionary

Retailing

76.3%MIK MARKETThe Michaels Companies, Inc. S&P400BW

Information Technology

Semiconductors and Semiconductor

77.3%LRCX ASPIRATIONALLam Research Corporation S&P500BW

Technology Hardware & Equipment

75.1%WDC ASPIRATIONALWestern Digital Corp. S&P500BW

H

Monday, September 10, 2018 Page 8 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

Consumer Discretionary

Automobiles & Components

84.6%LCII MARKETLCI Industries Inc. S&P600H

87.0%GT MARKETGoodyear Tire & Rubber S&P500H

91.8%HOG MARKETHarley-Davidson, Inc. S&P500H

91.8%AXL ASPIRATIONALAmerican Axle & Manufacturing S&P600H

98.0%GNTX MARKETGentex Corporation S&P400H

101.7%WGO ASPIRATIONALWinnebago Industries Inc S&P600H

105.8%MPAA MARKETMotorcar Parts Of America, Inc S&P600H

116.1%APTV ASPIRATIONALAptiv Plc S&P500H

117.0%SMP MARKETStandard Motor Products S&P600H

Consumer Durables & Apparel

80.4%WLH ASPIRATIONALWilliam Lyon Homes S&P600H

82.2%ETH MARKETEthan Allen Interiors, Inc. S&P600H

83.7%CRI CORECarters Inc S&P400H

85.3%UFI MARKETUnifi Inc. S&P600H

87.8%DHI MARKETD.R. Horton Inc. S&P500H

89.3%UEIC MARKETUniversal Electronics Inc. S&P600H

89.7%PVH MARKETPVH Corp. S&P500H

92.6%MHK MARKETMohawk Industries Inc S&P500H

93.6%PHM MARKETPulteGroup, Inc. S&P500H

94.6%TPX MARKETTempur-Sealy International Inc S&P400H

96.4%MHO MARKETM/I Homes, Inc. S&P600H

97.0%LEG MARKETLeggett & Platt Inc. S&P500H

98.9%VRA COREVera Bradley, Inc. S&P600H

99.7%LZB MARKETLa-Z-Boy Incorporated S&P600H

101.4%MDC MARKETMDC Holdings Inc S&P600H

101.6%TPH ASPIRATIONALTri Pointe Group, Inc. S&P400H

102.1%UAA ASPIRATIONALUnder Armour, Inc. Cl A S&P500H

102.2%MAT COREMattel Inc. S&P500H

103.9%LGIH ASPIRATIONALLGI Homes, Inc. S&P600H

105.2%HAS COREHasbro Inc. S&P500H

107.5%IBP ASPIRATIONALInstalled Building Products S&P600H

109.6%GIII MARKETG-III Apparel Group Ltd. S&P600H

Monday, September 10, 2018 Page 9 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

110.0%ELY MARKETCallaway Golf Company S&P600H

113.5%TPR MARKETTapestry, Inc. S&P500H

114.0%KBH ASPIRATIONALKB Home S&P400H

114.9%NKE MARKETNike Inc cl B S&P500H

114.9%BC ASPIRATIONALBrunswick Corporation S&P400H

119.6%OXM MARKETOxford Industries Inc. S&P600H

119.9%UA ASPIRATIONALUnder Armour, Inc. Class C OtherH

121.1%GRMN MARKETGarmin Ltd S&P500H

Consumer Services

82.5%WYNN MARKETWynn Resorts Ltd. S&P500H

83.4%WYND COREWyndham Destinations, Inc. S&P400H

83.7%WH COREWyndham Hotels & Resorts, Inc. S&P400H

91.9%RCL ASPIRATIONALRoyal Caribbean Cruises Ltd S&P500H

92.0%VAC MARKETMarriott Vacations Wrldwd Corp S&P400H

92.0%CBRL CORECracker Barrel Old Cntry Store S&P400H

92.1%CCL MARKETCarnival Corporation S&P500H

96.7%NCLH MARKETNorwegian Cruise Line Holdings S&P500H

98.1%CAKE CORECheesecake Factory Inc. S&P400H

99.2%MCD COREMcDonald's Corp. S&P500H

100.0%MAR MARKETMarriott International Inc S&P500H

101.2%CHUY COREChuy's Holdings, Inc. S&P600H

101.6%JACK COREJack in the Box Inc. S&P400H

103.4%ILG MARKETILG, Inc OtherH

106.2%RRGB CORERed Robin Gourmet Burgers S&P600H

107.2%BID ASPIRATIONALSotheby's S&P400H

109.1%WEN MARKETThe Wendy's Company S&P400H

109.2%EAT COREBrinker International S&P400H

110.2%SCI MARKETService Corp. Intl S&P400H

112.6%SGMS ASPIRATIONALScientific Games Corp. S&P400H

112.9%ISCA MARKETInternational Speedway Corp S&P400H

114.8%DNKN COREDunkin' Brands Group, Inc. S&P400H

117.5%SONC MARKETSonic Corporation S&P600H

118.8%YUM MARKETYum! Brands, Inc. S&P500H

122.1%HLT MARKETHilton Worldwide Holdings Inc. S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

126.8%LOCO MARKETEl Pollo Loco Holdings, Inc. S&P600H

Media

84.7%NWSA MARKETNews Corporation Class A S&P500H

86.1%DIS MARKETWalt Disney Company S&P500H

87.6%CMCSA MARKETComcast cl A S&P500H

87.7%OMC COREOmnicom Group Inc S&P500H

90.2%MDP MARKETMeredith Corporation S&P400H

90.4%IPG MARKETInterpublic Group S&P500H

91.3%GCI MARKETGannett Co. Inc. S&P600H

91.3%JW/A MARKETJohn Wiley & Sons Inc. cl A S&P400H

99.3%SSP MARKETE.W. Scripps Cl A S&P600H

100.4%CNK CORECinemark Holdings Inc S&P400H

102.1%SCHL COREScholastic Corporation S&P600H

105.3%LYV MARKETLive Nation Entertainment, Inc S&P400H

105.8%AMCX MARKETAMC Networks Inc. cl A S&P400H

106.0%DISCK MARKETDiscovery Communications C S&P500H

109.5%FOX MARKETTwenty-First Cent Fox Inc Cl B S&P500H

110.5%DISCA MARKETDiscovery, Inc. Series A S&P500H

112.5%NEWM MARKETNew Media Investment Group S&P600H

128.7%CABO CORECable ONE S&P400H

Retailing

85.2%ANF MARKETAbercrombie & Fitch Co. S&P600H

85.9%FL MARKETFoot Locker Inc S&P500H

86.5%RCII ASPIRATIONALRent-A-Center, Inc. S&P600H

87.6%ASNA ASPIRATIONALAscena Retail Group, Inc. S&P600H

89.8%BIG COREBig Lots Inc S&P400H

90.0%NTRI MARKETNutriSystem, Inc. S&P600H

91.3%HVT MARKETHaverty Furniture Cos. S&P600H

93.5%DKS MARKETDicks Sporting Goods Inc S&P400H

93.6%GPS MARKETGap Inc. S&P500H

93.9%SBH CORESally Beauty Holdings, Inc. S&P400H

96.3%LKQ MARKETLKQ Corporation S&P500H

97.9%PLCE COREChildren's Place, Inc. (The) S&P600H

98.1%TLRD ASPIRATIONALTailored Brands Inc S&P600H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

98.5%SIG MARKETSignet Jewelers Limited S&P400H

98.9%DLTR MARKETDollar Tree, Inc. S&P500H

99.7%GPI MARKETGroup 1 Automotive, Inc. S&P600H

100.0%SAH MARKETSonic Automotive, Inc. S&P600H

100.4%KIRK MARKETKirklands Inc S&P600H

100.6%SFLY COREShutterfly, Inc. S&P600H

101.2%GPC MARKETGenuine Parts Company S&P500H

103.1%AAN MARKETAaron's, Inc. S&P400H

103.4%BKNG MARKETBooking Holdings Inc. S&P500H

104.0%AN MARKETAutoNation Inc. S&P400H

105.6%HD MARKETHome Depot Inc. S&P500H

107.0%TSCO MARKETTractor Supply Co. S&P500H

107.1%CAL MARKETCaleres, Inc. S&P600H

107.2%PETS COREPetmed Express, Inc. S&P600H

110.5%M MARKETMacy's Inc. S&P500H

110.8%WSM MARKETWilliams-Sonoma Inc. S&P400H

112.5%TGT CORETarget Corporation S&P500H

112.6%DDS MARKETDillards Inc cl A S&P400H

115.8%DG COREDollar General Corp. S&P500H

116.4%LOW MARKETLowes Companies Inc. S&P500H

116.8%HZO ASPIRATIONALMarineMax Inc S&P600H

116.9%AAP MARKETAdvance Auto Parts Inc S&P500H

121.9%BBY MARKETBest Buy Co., Inc. S&P500H

122.9%MUSA COREMurphy USA, Inc. S&P400H

124.5%AZO COREAutoZone Inc. S&P500H

127.6%ULTA MARKETUlta Beauty, Inc. S&P500H

Consumer Staples

Food & Staples Retailing

91.9%WBA MARKETWalgreens Boots Alliance, Inc. S&P500H

98.1%CASY CORECasey's General Stores, Inc. S&P400H

101.8%KR COREKroger Company S&P500H

112.2%WMT COREWalmart Inc. S&P500H

114.9%SVU MARKETSUPERVALU, Inc. S&P600H

123.3%COST CORECostco Wholesale Corp S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

124.8%SFM CORESprouts Farmers Market, Inc. S&P400H

125.3%ANDE MARKETAndersons Inc. S&P600H

127.1%SYY CORESysco Corporation S&P500H

Food Beverage & Tobacco

84.5%PM COREPhilip Morris Intl S&P500H

86.5%BGS COREB&G Foods, Inc. S&P600H

89.4%TR CORETootsie Roll Industries Inc. S&P400H

91.1%STZ COREConstellation Brands Inc S&P500H

91.1%BF/B COREBrown-Forman cl B S&P500H

91.8%THS CORETreeHouse Foods Inc S&P400H

92.1%MO COREAltria Group Inc S&P500H

92.2%HSY COREHershey Co. S&P500H

92.5%MDLZ MARKETMondelez International Inc S&P500H

96.3%FLO COREFlowers Foods Inc S&P400H

96.9%K COREKellogg Company S&P500H

97.0%PEP COREPepsiCo, Inc. S&P500H

101.0%UVV COREUniversal Corporation S&P600H

102.7%JBSS COREJohn B Sanfilippo & Son Inc. S&P600H

104.0%KO CORECoca-Cola Company S&P500H

104.8%JJSF COREJ&J Snack Foods Corp. S&P600H

106.6%CAG COREConagra Brands Inc. S&P500H

107.4%ADM MARKETArcher Daniels Midland S&P500H

108.6%HRL COREHormel Foods Corp S&P500H

113.2%SENEA MARKETSeneca Foods cl A S&P600H

113.9%LW CORELamb Weston Holdings, Inc. S&P400H

115.7%MKC COREMcCormick & Co, Inc. S&P500H

118.2%POST MARKETPost Holdings, Inc. S&P400H

121.3%LANC CORELancaster Colony Corp S&P400H

124.0%CVGW CORECalavo Growers, Inc. S&P600H

Household & Personal Products

93.1%CL COREColgate-Palmolive Co S&P500H

93.9%PG COREProcter & Gamble Co. S&P500H

97.3%EPC MARKETEdgewell Personal Care Company S&P400H

97.5%KMB COREKimberly-Clark Corp. S&P500H

Monday, September 10, 2018 Page 13 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

111.7%CLX COREClorox Company S&P500H

113.7%EL MARKETEstee Lauder Cos Inc S&P500H

114.0%CHD COREChurch & Dwight Co Inc S&P500H

Energy

Energy

81.2%CHK ASPIRATIONALChesapeake Energy Corp S&P400H

81.2%REI ASPIRATIONALRing Energy, Inc. S&P600H

81.6%PUMP ASPIRATIONALProPetro Holding Corp. S&P600H

83.7%SRCI ASPIRATIONALSRC Energy Inc. S&P600H

84.3%COG MARKETCabot Oil & Gas Corp S&P500H

85.0%TTI ASPIRATIONALTETRA Technologies, Inc. S&P600H

86.1%BHGE MARKETBaker Hughes, a GE Co. Cl A S&P500H

87.5%INT MARKETWorld Fuel Services Corp S&P400H

87.8%HAL MARKETHalliburton Company S&P500H

88.8%CJ ASPIRATIONALC&J Energy Svcs Inc New S&P600H

90.1%ERA ASPIRATIONALEra Group Inc. S&P600H

90.2%SPN ASPIRATIONALSuperior Energy Services S&P400H

90.9%XEC MARKETCimarex Energy Co S&P500H

92.0%EQT MARKETEQT Corporation S&P500H

94.5%GPOR MARKETGulfport Energy Corp S&P400H

94.6%NBL ASPIRATIONALNoble Energy Inc. S&P500H

95.0%APC ASPIRATIONALAnadarko Petroleum Corp S&P500H

95.1%PTEN ASPIRATIONALPatterson-UTI Energy Inc S&P400H

95.2%NFX ASPIRATIONALNewfield Exploration Co. S&P500H

95.4%QEP ASPIRATIONALQEP Resources, Inc. S&P400H

96.5%REGI MARKETRenewable Energy Grp Inc S&P600H

96.6%REX MARKETREX American Resources Corp S&P600H

96.7%PES ASPIRATIONALPioneer Energy Services Corp. S&P600H

98.0%NBR ASPIRATIONALNabors Industries Ltd. S&P400H

98.3%FTI ASPIRATIONALFMC Technologies Inc S&P500H

99.3%CRZO ASPIRATIONALCarrizo Oil & Gas Inc. S&P600H

100.4%SLB MARKETSchlumberger Ltd. S&P500H

101.8%XOM MARKETExxon Mobil Corporation S&P500H

102.2%APY COREAPERGY CORP S&P400H

Monday, September 10, 2018 Page 14 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

103.9%KMI ASPIRATIONALKinder Morgan Inc cl P S&P500H

104.4%PDCE ASPIRATIONALPDC Energy, Inc. S&P600H

105.3%DRQ MARKETDril-Quip Inc. S&P400H

108.0%EGN ASPIRATIONALEnergen Corporation S&P400H

108.2%BCEI ASPIRATIONALBonanza Creek Energy Inc S&P600H

108.5%VLO MARKETValero Energy Corp. S&P500H

109.1%CLB MARKETCore Laboratories N.V S&P400H

109.4%APA ASPIRATIONALApache Corporation S&P500H

109.6%WMB ASPIRATIONALWilliams Companies Inc S&P500H

109.7%CKH MARKETSeacor Holdings Inc S&P600H

110.0%OKE ASPIRATIONALONEOK Inc. S&P500H

111.3%GEOS ASPIRATIONALGeospace Technologies Corp S&P600H

113.8%GIFI COREGulf Island Fabrication S&P600H

115.0%CLD ASPIRATIONALCloud Peak Energy Inc. S&P600H

116.8%SM ASPIRATIONALSM Energy Company S&P400H

121.0%HP ASPIRATIONALHelmerich & Payne Inc S&P500H

Financials

Banks

82.1%CASH COREMeta Financial Group, Inc. S&P600H

84.4%PFBC MARKETPreferred Bank Los Angeles S&P600H

84.6%STL MARKETSterling Bancorp S&P400H

86.6%PACW ASPIRATIONALPacWest Bancorp S&P400H

86.9%HOPE MARKETHope Bancorp, Inc. S&P600H

87.8%PPBI MARKETPacific Premier Bancorp S&P600H

88.1%BAC ASPIRATIONALBank of America Corp S&P500H

89.5%FNB MARKETF.N.B Corporation PA S&P400H

89.8%OPB MARKETOpus Bank S&P600H

90.3%CHFC MARKETChemical Financial Corp. S&P400H

90.9%CUBI MARKETCustomers Bancorp Inc S&P600H

91.0%SBNY MARKETSignature Bank S&P400H

91.3%HFWA MARKETHeritage Financial Corp S&P600H

91.5%FHN MARKETFirst Horizon National Corp S&P400H

91.7%ABCB MARKETAmeris Bancorp S&P600H

92.5%SFBS MARKETServisFirst Bancshares, Inc. S&P600H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

93.4%WFC MARKETWells Fargo & Co S&P500H

93.5%PNFP MARKETPinnacle Financial Partners S&P400H

94.2%CPF MARKETCentral Pacific Financial Corp S&P600H

94.7%DCOM MARKETDime Community Bancshares S&P600H

95.2%FITB ASPIRATIONALFifth Third Bancorp S&P500H

95.2%ZION ASPIRATIONALZions Bancorp S&P500H

95.7%BPFH MARKETBoston Private Financial S&P600H

96.2%OFG MARKETOFG Bancorp S&P600H

96.3%KEY ASPIRATIONALKeyCorp S&P500H

97.0%COLB MARKETColumbia Banking System S&P600H

97.5%MBFI MARKETMB Financial Inc S&P400H

98.6%BBT MARKETBB&T Corp S&P500H

98.7%BHLB MARKETBerkshire Hills Bancorp, Inc. S&P600H

98.8%USB MARKETU.S. Bancorp S&P500H

99.5%BANC MARKETBanc of California, Inc. S&P600H

100.0%ORIT COREOritani Financial Corp. S&P600H

100.1%PNC MARKETPNC Financial Services S&P500H

100.5%SBSI MARKETSouthside Bancshares S&P600H

100.7%CATY MARKETCathay General Bancorp S&P400H

101.5%NWBI MARKETNorthwest Bancshares, Inc. S&P600H

102.5%UMPQ MARKETUmpqua Holdings Corp S&P400H

103.3%PBCT MARKETPeople's United Financial, Inc S&P500H

103.4%UBSI MARKETUnited Bankshares WV S&P400H

103.8%UCBI MARKETUnited Community Banks S&P600H

104.4%HMST MARKETHomestreet Inc S&P600H

104.5%STI ASPIRATIONALSunTrust Banks, Inc. S&P500H

104.9%TCF ASPIRATIONALTCF Financial Corporation S&P400H

105.3%PFS MARKETProvident Financial Services S&P600H

105.9%NBTB MARKETNBT Bancorp Inc. S&P600H

106.4%WAFD MARKETWashington Federal Inc S&P400H

107.2%WTFC MARKETWintrust Financial Corp S&P400H

108.7%BOH MARKETBank of Hawaii Corp S&P400H

108.8%HWC ASPIRATIONALHancock Whitney Corporation S&P400H

109.4%VLY MARKETValley National Bancorp S&P400H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

109.6%MTB MARKETM&T Bank Corp. S&P500H

109.6%ASB MARKETAssociated Banc-Corp S&P400H

110.7%LTXB ASPIRATIONALLegacyTexas Financial Group S&P600H

110.8%JPM MARKETJPMorgan Chase & Co S&P500H

111.2%BANR MARKETBanner Corp. S&P600H

111.3%UMBF MARKETUMB Financial Corp S&P400H

111.8%BXS ASPIRATIONALBancorpSouth, Inc. S&P400H

112.8%BOFI ASPIRATIONALBofl Holding, Inc. S&P600H

112.9%GWB MARKETGreat Western Bancorp, Inc. S&P600H

113.6%PB ASPIRATIONALProsperity Bancshares Inc. S&P400H

114.4%CFG ASPIRATIONALCitizens Financial Group Inc/r S&P500H

114.6%CVBF MARKETCVB Financial Corp. S&P600H

114.7%TRST MARKETTrustCo Bank Corp NY S&P600H

115.2%RF ASPIRATIONALRegions Financial Corp S&P500H

116.8%SBCF MARKETSeacoast Banking FL S&P600H

118.0%FMBI MARKETFirst Midwest Bancorp S&P600H

118.4%TMP MARKETTompkins Financial Corp S&P600H

119.4%FCF MARKETFirst Commonwealth Financial S&P600H

119.6%CBU MARKETCommunity Bank System Inc S&P600H

120.3%ONB MARKETOld National Bancorp S&P600H

120.4%CHCO MARKETCity Holding Company S&P600H

120.4%FFBC MARKETFirst Financial Bancorp. S&P600H

122.8%FSB MARKETFranklin Financial Network Inc S&P600H

125.2%CBSH MARKETCommerce Bancshares Inc S&P400H

127.3%TRMK MARKETTrustmark Corporation S&P400H

Diversified Financials

85.6%STT ASPIRATIONALState Street Corp S&P500H

86.9%BLK ASPIRATIONALBlackrock Inc. S&P500H

87.6%SF ASPIRATIONALStifel Financial Corp S&P400H

88.3%SYF MARKETSynchrony Financial S&P500H

88.5%MKTX COREMarketAxess Corporation S&P400H

89.2%JEF MARKETJefferies Financial Group Inc. S&P500H

89.6%PRAA MARKETPRA Group, Inc. S&P600H

90.0%BK MARKETBank of New York Mellon Corp. S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

90.9%COF ASPIRATIONALCapital One Financial Corp. S&P500H

91.1%SEIC ASPIRATIONALSEI Investments Co. S&P400H

91.5%EV ASPIRATIONALEaton Vance Corp. S&P400H

92.2%MS ASPIRATIONALMorgan Stanley S&P500H

92.6%NYMT CORENew York Mortgage Trust S&P600H

95.1%CMO CORECapstead Mortgage Corp S&P600H

96.5%GPMT COREGranite Point Mortgage Tr Inc. S&P600H

96.6%NAVI ASPIRATIONALNavient Corporation S&P400H

97.1%SCHW ASPIRATIONALCharles Schwab Corp S&P500H

97.4%EVR ASPIRATIONALEvercore Partners, Inc. S&P400H

97.7%GS ASPIRATIONALGoldman Sachs Group Inc S&P500H

98.1%AMP ASPIRATIONALAmeriprise Financial, Inc. S&P500H

99.1%IBKR ASPIRATIONALInteractive Brokers Group S&P400H

100.5%RWT CORERedwood Trust Inc. S&P600H

100.9%WDR ASPIRATIONALWaddell & Reed cl A S&P600H

103.0%TROW MARKETT Rowe Price Group Inc S&P500H

103.3%IVR COREInvesco Mortgage Capital Inc. S&P600H

105.5%RJF ASPIRATIONALRaymond James Financial Inc. S&P500H

106.0%ICE MARKETIntercontinental Exchange Inc. S&P500H

106.1%ECPG MARKETEncore Capital Group, Inc. S&P600H

107.8%FCFS MARKETFirst Cash Fncl Svcs Inc. S&P600H

108.4%MCO MARKETMoody's Corp. S&P500H

108.5%ARR COREARMOUR Residential REIT, Inc. S&P600H

109.5%DFS MARKETDiscover Financial Services S&P500H

110.6%NTRS ASPIRATIONALNorthern Trust Corp. S&P500H

110.8%NDAQ MARKETNasdaq, Inc. S&P500H

111.9%CME MARKETCME Group Inc. S&P500H

112.7%PMT COREPennymac Mortgage Invsmt Tr S&P600H

113.5%ITG MARKETInvestment Technology Grp S&P600H

116.3%BRK/B MARKETBerkshire Hathaway cl B S&P500H

118.4%AXP MARKETAmerican Express Co. S&P500H

124.1%DFIN MARKETDonnelley Financial Slt Inc. S&P600H

Insurance

89.8%AIG MARKETAmerican Intl Group, Inc. S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

89.9%MET ASPIRATIONALMetLife, Inc. S&P500H

93.4%LNC ASPIRATIONALLincoln National Corp S&P500H

94.7%WLTW MARKETWillis Towers Watson Pub Ltd S&P500H

96.7%CB MARKETChubb Limited S&P500H

98.2%TRV COREThe Travelers Companies S&P500H

98.3%RGA MARKETReinsurance Group of America S&P400H

100.6%AHL COREAspen Insurance Hldgs Ltd S&P400H

102.6%UFCS MARKETUnited Fire Group, Inc. S&P600H

103.6%EIG MARKETEmployers Holdings, Inc. S&P600H

104.3%PRA COREProAssurance Corp S&P600H

104.7%FAF MARKETFirst American Financial Corp S&P400H

105.5%TMK MARKETTorchmark Corp S&P500H

106.1%HIG MARKETHartford Financial Services S&P500H

106.1%L MARKETLoews Corp S&P500H

106.7%MMC MARKETMarsh & McLennan Company Inc S&P500H

107.5%RE COREEverest Re Group Ltd S&P500H

108.1%CNO MARKETCNO Financial Group, Inc. S&P400H

108.7%ALL COREAllstate Corporation S&P500H

109.2%HCI MARKETHCI Group, Inc. S&P600H

109.3%MCY COREMercury General Corp. S&P400H

109.6%TPRE MARKETThird Point Reinsurance Ltd. S&P600H

109.6%AEL ASPIRATIONALAmerican Equity Investment S&P600H

109.9%JRVR COREJames River Group Holdings Ltd S&P600H

110.2%AJG MARKETArthur J Gallagher & Co S&P500H

110.7%AFG MARKETAmerican Financial Group S&P400H

110.9%WRB COREW.R. Berkley Corp S&P400H

111.0%HMN MARKETHorace Mann Educators S&P600H

112.3%AIZ MARKETAssurant, Inc. S&P500H

112.6%ORI COREOld Republic Int'l Corp S&P400H

113.0%RNR CORERenaissanceRe Hldgs S&P400H

114.0%GNW ASPIRATIONALGenworth Financial Inc S&P400H

114.8%AON MARKETAon PLC S&P500H

115.1%SIGI MARKETSelective Insurance Group S&P600H

116.5%AMSF COREAmerisafe, Inc. S&P600H

Monday, September 10, 2018 Page 19 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

116.7%NAVG CORENavigators Group, Inc. S&P600H

117.2%AFL MARKETAFLAC Inc. S&P500H

119.2%THG COREHanover Insurance Grp (The) S&P400H

121.3%CINF MARKETCincinnati Financial Corp S&P500H

125.9%RLI CORERLI Corporation S&P600H

128.2%PRI ASPIRATIONALPrimerica, Inc. S&P400H

Health Care

Health Care Equipment & Services

87.5%CMD MARKETCantel Medical Corp. S&P400H

89.3%ABC MARKETAmerisourceBergen Corp S&P500H

90.9%ANIK MARKETAnika Therapeutics Inc. S&P600H

93.9%CPSI COREComputer Programs & Systems S&P600H

94.3%ZBH MARKETZimmer Biomet Holdings, Inc. S&P500H

94.4%IVC MARKETInvacare Corporation S&P600H

95.1%LMAT MARKETLeMaitre Vascular, Inc. S&P600H

97.8%VIVO MARKETMeridian Bioscience, Inc. S&P600H

100.7%DGX MARKETQuest Diagnostics Inc S&P500H

101.3%LNTH ASPIRATIONALLantheus Holdings, Inc. S&P600H

102.2%UHS COREUniversal Health Services S&P500H

105.4%LPNT MARKETLifePoint Health, Inc. S&P400H

108.4%MDT MARKETMedtronic PLC S&P500H

110.0%CERN MARKETCerner Corporation S&P500H

110.1%DHR MARKETDanaher Corporation S&P500H

110.2%LH MARKETLaboratory Corp of America S&P500H

110.2%CI CORECigna Corporation S&P500H

111.4%OSUR MARKETOraSure Technologies Inc. S&P600H

112.7%TFX MARKETTeleflex Inc. S&P400H

113.2%IART COREIntegra LifeSciences Holdings S&P400H

113.5%HRC MARKETHill-Rom Holdings Inc. S&P400H

113.9%BABY MARKETNatus Medical Inc. S&P600H

113.9%HOLX MARKETHologic Inc. S&P500H

114.2%SYK MARKETStryker Corp S&P500H

115.0%DVA COREDaVita HealthCare Partners Inc S&P500H

115.8%AET MARKETAetna Inc. S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

116.2%MGLN MARKETMagellan Health, Inc. S&P600H

117.8%UNH MARKETUnitedHealth Group, Inc. S&P500H

118.7%ESRX MARKETExpress Scripts Holding Co. S&P500H

119.0%WST MARKETWest Pharmaceutical Svcs S&P400H

119.1%RMD MARKETResMed Inc. S&P500H

119.7%COO CORECooper Companies, Inc. S&P500H

122.9%BDX MARKETBecton Dickinson & Co. S&P500H

125.5%CNMD CORECONMED Corporation S&P600H

126.0%EVHC COREEnvision Healthcare Hldg Inc. S&P500H

Pharmaceuticals & Biotechnology

86.9%ACOR ASPIRATIONALAcorda Therapeutics Inc. S&P600H

89.8%ANIP ASPIRATIONALANI Pharmaceuticals, Inc. S&P600H

90.3%ALXN ASPIRATIONALAlexion Pharmaceuticals S&P500H

91.2%INVA MARKETInnoviva, Inc. S&P600H

91.4%PBH MARKETPrestige Cons Healthcare, Inc. S&P400H

95.2%AMAG ASPIRATIONALAMAG Pharmaceuticals S&P600H

95.2%EGRX MARKETEagle Pharmaceuticals, Inc. S&P600H

96.2%AMPH MARKETAmphastar Pharmaceuticals, Inc S&P600H

97.9%UTHR MARKETUnited Therapeutics Corp. S&P400H

98.3%BMY COREBristol-Myers Squibb Co. S&P500H

101.9%PFE COREPfizer Inc. S&P500H

102.2%AMGN MARKETAmgen Inc. S&P500H

106.5%ABBV MARKETAbbVie Inc. S&P500H

109.9%PGNX ASPIRATIONALProgenics Pharmaceuticals S&P600H

111.2%MYL MARKETMylan N.V. S&P500H

113.4%SYNH MARKETSyneos Health, Inc. Cl A S&P400H

113.7%MRK MARKETMerck & Co. Inc. S&P500H

113.8%BIIB MARKETBiogen Inc. S&P500H

116.1%A MARKETAgilent Technologies Inc. S&P500H

116.6%CBM MARKETCambrex Corporation S&P600H

117.3%TMO MARKETThermo Fisher Scientific, Inc. S&P500H

118.0%JNJ COREJohnson & Johnson S&P500H

119.7%IQV MARKETQuintiles IMS Holdings, Inc. S&P500H

122.1%LMNX MARKETLuminex Corp S&P600H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

125.4%LLY MARKETEli Lilly & Co. S&P500H

Industrials

Capital Goods

89.0%MSM MARKETMSC Industrial Direct Co. S&P400H

91.3%OSK ASPIRATIONALOshkosh Corporation S&P400H

91.9%WNC ASPIRATIONALWabash National Corp. S&P600H

92.5%JCI MARKETJohnson Controls, Inc. S&P500H

92.6%ALLE MARKETAllegion plc S&P500H

92.7%CMI MARKETCummins Inc. S&P500H

93.2%EGL ASPIRATIONALEngility Holdings, Inc. S&P600H

96.0%CIR ASPIRATIONALCIRCOR International Inc. S&P600H

97.4%PCAR MARKETPaccar Inc. S&P500H

98.1%GD MARKETGeneral Dynamics Corp. S&P500H

98.8%KMT ASPIRATIONALKennametal Inc. S&P400H

98.9%MLI MARKETMueller Industries, Inc. S&P600H

98.9%PATK MARKETPatrick Industries Inc. S&P600H

99.3%AGCO MARKETAgco Corporation S&P400H

99.6%ARNC ASPIRATIONALArconic Inc. S&P500H

99.8%MAS MARKETMasco Corporation S&P500H

100.2%TKR ASPIRATIONALTimken Company S&P400H

100.5%LDL MARKETLydall Inc. S&P600H

100.7%SWK MARKETStanley Black & Decker, Inc. S&P500H

100.7%TEX ASPIRATIONALTerex Corp. S&P400H

101.3%BGG MARKETBriggs & Stratton Corp. S&P600H

101.5%DE MARKETDeere & Company S&P500H

101.9%UTX MARKETUnited Technologies Corp S&P500H

102.3%IR MARKETIngersoll-Rand Plc S&P500H

102.8%MMM MARKET3M Company S&P500H

102.8%DOV MARKETDover Corporation S&P500H

102.9%WSO MARKETWatsco Inc. S&P400H

103.2%ALG MARKETAlamo Group Inc. S&P600H

103.5%FAST MARKETFastenal Company S&P500H

103.8%LMT CORELockheed Martin Corp. S&P500H

104.3%RBC MARKETRegal-Beloit Corp. S&P400H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

105.4%LNN MARKETLindsay Corporation S&P600H

105.7%CSL MARKETCarlisle Companies Inc. S&P400H

105.8%BA MARKETBoeing Company S&P500H

105.8%ETN MARKETEaton Corporation, plc S&P500H

106.1%EME MARKETEMCOR Group Inc. S&P400H

106.4%AZZ MARKETAZZ, Inc. S&P600H

106.6%VMI MARKETValmont Industries Inc S&P400H

106.9%COL CORERockwell Collins Inc S&P500H

107.5%ROP MARKETRoper Technologies, Inc. S&P500H

107.6%RTN CORERaytheon Company S&P500H

108.1%FLOW ASPIRATIONALSPX FLOW, Inc. S&P600H

108.1%WIRE ASPIRATIONALEncore Wire Corporation S&P600H

108.4%PH MARKETParker-Hannifin Corp. S&P500H

108.5%NOC CORENorthrop Grumman Corp S&P500H

108.7%AME MARKETAmetek Inc. S&P500H

109.0%TRN MARKETTrinity Industries, Inc. S&P400H

109.0%ROK MARKETRockwell Automation Inc S&P500H

110.3%WWD MARKETWoodward, Inc. S&P400H

110.5%FLR MARKETFluor Corporation S&P500H

110.6%CR MARKETCrane Company S&P400H

111.5%URI ASPIRATIONALUnited Rentals Inc. S&P500H

111.6%HON MARKETHoneywell Intl Inc S&P500H

112.1%EMR MARKETEmerson Electric Co. S&P500H

112.2%AMWD MARKETAmerican Woodmark Corp. S&P600H

112.3%LII MARKETLennox International, Inc. S&P400H

112.6%LLL MARKETL3 Technologies, Inc. S&P500H

113.6%FELE ASPIRATIONALFranklin Electric Co. S&P600H

113.6%XYL MARKETXylem Inc. S&P500H

113.9%ACM ASPIRATIONALAECOM S&P400H

114.1%WAB MARKETWabtec Corporation S&P400H

115.1%HUBB MARKETHubbell Inc S&P400H

115.5%TNC MARKETTennant Company S&P600H

115.7%LECO MARKETLincoln Electric Holdings S&P400H

115.9%SXI MARKETStandex Intl Corp. S&P600H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

116.6%FLS ASPIRATIONALFlowserve Corporation S&P500H

116.9%AAON MARKETAAON Incorporated S&P600H

118.2%CW MARKETCurtiss-Wright Corp. S&P400H

118.3%JBT MARKETJohn Bean Technologies S&P600H

119.3%SNA MARKETSnap-On Inc. S&P500H

120.9%AIT MARKETApplied Industrial Tech S&P600H

121.8%AIR MARKETAAR Corp. S&P600H

122.7%HI MARKETHillenbrand Inc. S&P600H

123.1%JEC MARKETJacobs Engineering Group S&P500H

123.3%AIN MARKETAlbany International Corp S&P600H

126.3%B MARKETBarnes Group Inc. S&P600H

Commercial & Professional Services

83.9%WAGE MARKETWageworks Inc S&P600H

86.5%LABL COREMulti-Color Corp. S&P600H

87.2%MINI MARKETMobile Mini, Inc. S&P600H

88.8%HCSG MARKETHealthcare Services Group S&P400H

89.8%DLX MARKETDeluxe Corporation S&P400H

90.8%LKSD MARKETLSC Communications, Inc. S&P600H

90.9%BCO MARKETThe Brinks Company S&P400H

91.5%TILE MARKETInterface, Inc. S&P600H

91.7%MATW MARKETMatthews International Corp S&P600H

93.9%SRCL COREStericycle Inc. S&P500H

96.0%TISI MARKETTeam Inc. S&P600H

97.8%MLHR MARKETHerman Miller Inc. S&P400H

99.6%HNI ASPIRATIONALHNI Corporation S&P400H

101.0%NCI MARKETNavigant Consulting Inc S&P600H

105.7%KELYA MARKETKelly Services cl A S&P600H

106.3%EXPO MARKETExponent Inc S&P600H

109.4%RSG CORERepublic Services Inc. S&P500H

109.5%EFX MARKETEquifax Inc S&P500H

110.1%UNF MARKETUniFirst Corporation S&P600H

114.4%BRC MARKETBrady Corp Cl A S&P600H

116.3%WM COREWaste Management Inc. S&P500H

117.4%DNB MARKETDun & Bradstreet Corp S&P400H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

124.5%VVI COREViad Corporation S&P600H

127.0%ECOL MARKETUS Ecology, Inc S&P600H

Transportation

82.2%HA MARKETHawaiian Holdings Inc. S&P600H

85.5%AAL ASPIRATIONALAmerican Airlines Group Inc. S&P500H

90.2%FDX MARKETFedEx Corp S&P500H

94.1%DAL MARKETDelta Air Lines, Inc. S&P500H

94.8%JBLU MARKETJetBlue Airways Corp S&P400H

97.3%MATX MARKETMatson, Inc. S&P600H

100.6%UPS MARKETUnited Parcel Service Inc. S&P500H

103.8%WERN MARKETWerner Enterprises Inc. S&P400H

105.0%KSU MARKETKansas City Southern S&P500H

105.9%UNP MARKETUnion Pacific Corp. S&P500H

107.0%JBHT MARKETJ.B. Hunt Transport Services S&P500H

107.4%R ASPIRATIONALRyder System Inc. S&P400H

108.9%HTLD MARKETHeartland Express, Inc. S&P600H

110.5%CSX MARKETCSX Corporation S&P500H

110.9%HUBG MARKETHub Group Inc. S&P600H

111.9%NSC MARKETNorfolk Southern Corp S&P500H

113.1%FWRD MARKETForward Air Corp S&P600H

117.9%EXPD MARKETExpeditors International of WA S&P500H

120.1%SKYW MARKETSkyWest Inc. S&P600H

124.0%GWR ASPIRATIONALGenesee & Wyoming Inc S&P400H

127.9%CHRW COREC.H. Robinson Worldwide, Inc. S&P500H

129.2%LSTR MARKETLandstar System Inc. S&P400H

Information Technology

Semiconductors and Semiconductor

81.3%SWKS ASPIRATIONALSkyworks Solutions Inc S&P500H

87.4%AVGO MARKETBroadcom Limited S&P500H

89.8%CRUS MARKETCirrus Logic Inc. S&P400H

90.2%AEIS ASPIRATIONALAdvanced Energy Industries S&P600H

90.2%MCHP MARKETMicrochip Technology Inc S&P500H

93.8%SYNA ASPIRATIONALSynaptics Incorporated S&P400H

94.9%KLAC MARKETKLA-Tencor Corp S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

99.9%TXN MARKETTexas Instruments, Inc. S&P500H

100.5%CEVA MARKETCEVA Inc S&P600H

100.9%ICHR ASPIRATIONALIchor Holdings S&P600H

102.5%COHU MARKETCohu, Inc. S&P600H

103.8%MU ASPIRATIONALMicron Technology Inc S&P500H

104.2%VSM MARKETVersum Materials S&P400H

104.5%POWI MARKETPower Integrations, Inc. S&P600H

106.4%CCMP MARKETCabot Microelectronics S&P600H

107.4%INTC MARKETIntel Corporation S&P500H

108.2%QCOM MARKETQualcomm Inc. S&P500H

108.4%CY ASPIRATIONALCypress Semiconductor S&P400H

110.3%ADI MARKETAnalog Devices Inc. S&P500H

122.4%MPWR ASPIRATIONALMonolithic Power Systems S&P400H

127.9%XLNX MARKETXilinx Inc. S&P500H

Software & Services

86.2%TTEC MARKETTTEC Holdings, Inc. S&P600H

90.0%SYMC MARKETSymantec Corporation S&P500H

90.1%ADS MARKETAlliance Data Systems Corp S&P500H

90.8%FB MARKETFacebook, Inc. cl A S&P500H

90.9%BLKB MARKETBlackbaud, Inc. S&P400H

91.4%EGOV MARKETNIC Inc S&P600H

91.8%OSPN MARKETOneSpan Inc. S&P600H

92.7%DXC MARKETDXC Technology S&P500H

93.2%IBM MARKETIBM Corp S&P500H

93.4%TWTR MARKETTwitter, Inc. S&P500H

94.8%WU MARKETWestern Union S&P500H

95.1%MMS MARKETMAXIMUS, Inc. S&P400H

95.1%CDK MARKETCDK Global, Inc. S&P400H

95.8%CTSH MARKETCognizant Tech Solutions S&P500H

98.6%SABR MARKETSabre Corporation S&P400H

99.0%CATM MARKETCardtronics plc Cl A S&P600H

99.7%JCOM MARKETj2 Global Inc S&P400H

99.8%CARS CORECars.com Inc. S&P400H

101.4%LQDT MARKETLiquidity Services, Inc. S&P600H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

104.7%EBIX MARKETEbix Inc S&P600H

104.9%TVPT MARKETTravelport Worldwide Ltd S&P600H

105.0%PRSP COREPerspecta Inc S&P400H

105.7%MSTR MARKETMicroStrategy, Inc. S&P600H

106.0%ORCL MARKETOracle Corporation S&P500H

106.3%TYPE MARKETMonotype Imaging Hldgs S&P600H

107.0%CVG MARKETConvergys Corporation S&P400H

107.9%EGHT ASPIRATIONAL8x8 Inc. S&P600H

108.5%MANH MARKETManhattan Associates, Inc. S&P400H

109.8%FIS MARKETFidelity National Info Srv S&P500H

111.3%IT MARKETGartner, Inc. S&P500H

112.2%ACN MARKETAccenture Plc S&P500H

114.8%PAYX MARKETPaychex, Inc. S&P500H

115.0%SYKE MARKETSykes Enterprises Inc. S&P600H

115.1%TSS MARKETTotal System Services Inc. S&P500H

116.1%ATVI MARKETActivision Blizzard, Inc. S&P500H

116.1%EBAY MARKETeBay Inc. S&P500H

116.2%PRGS MARKETProgress Software Corp S&P600H

117.2%GPN MARKETGlobal Payments Inc. S&P500H

120.2%MA MARKETMastercard Inc. S&P500H

127.0%EXLS MARKETExlService Holdings, Inc. S&P600H

Technology Hardware & Equipment

86.2%NTCT MARKETNetscout Systems Inc S&P400H

91.4%COHR ASPIRATIONALCoherent Inc. S&P400H

93.7%AXE ASPIRATIONALAnixter International S&P600H

94.5%EFII MARKETElectronics for Imaging Inc. S&P600H

95.3%TEL MARKETTE Connectivity Ltd S&P500H

95.7%CGNX MARKETCognex Corporation S&P400H

96.5%MTSC MARKETMTS Systems Corp S&P600H

97.2%HPE ASPIRATIONALHewlett Packard Enterprise Co S&P500H

97.9%DAKT MARKETDaktronics, Inc. S&P600H

98.7%PKE COREPark Electrochemical S&P600H

99.5%NCR ASPIRATIONALNCR Corporation S&P400H

101.8%IDCC MARKETInterDigital, Inc. S&P400H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

103.8%APH MARKETAmphenol Corp. S&P500H

104.7%ADTN COREAdtran Inc. S&P600H

104.9%JBL MARKETJabil Inc. S&P400H

105.1%STX ASPIRATIONALSeagate Technology Plc S&P500H

106.5%JNPR MARKETJuniper Networks Inc S&P500H

106.6%ARRS MARKETARRIS International plc S&P400H

110.0%VSAT MARKETViaSat, Inc. S&P400H

110.6%IPGP MARKETIPG Photonics Corporation S&P500H

113.1%PLT MARKETPlantronics Inc. S&P400H

114.2%AVT MARKETAvnet Inc S&P400H

115.4%BDC ASPIRATIONALBelden Inc. S&P400H

115.7%FN MARKETFabrinet S&P600H

116.7%ARW MARKETArrow Electronics Inc S&P400H

118.7%AAPL MARKETApple Inc. S&P500H

119.8%GLW MARKETCorning Inc. S&P500H

120.4%NATI MARKETNational Instruments S&P400H

121.4%BHE MARKETBenchmark Electronics, Inc. S&P600H

123.4%HPQ ASPIRATIONALHP Inc. S&P500H

128.5%FFIV MARKETF5 Networks Inc. S&P500H

Materials

Materials

84.0%NEM CORENewmont Mining Corp S&P500H

84.7%X ASPIRATIONALUnited States Steel Corp S&P400H

86.8%VMC MARKETVulcan Materials Co S&P500H

87.3%EXP ASPIRATIONALEagle Materials, Inc. S&P400H

88.0%SEE MARKETSealed Air Corporation S&P500H

90.0%WRK ASPIRATIONALWestRock Company S&P500H

90.2%IFF MARKETInternational Flavors&Frag. S&P500H

92.6%IP MARKETInternational Paper Co. S&P500H

92.7%RGLD CORERoyal Gold Inc. S&P400H

94.3%SLGN CORESilgan Holdings Inc. S&P400H

95.2%VVV COREValvoline Inc. S&P400H

97.2%NEU MARKETNewMarket Corporation S&P400H

98.3%APD MARKETAir Products & Chemicals S&P500H

Monday, September 10, 2018 Page 28 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

98.6%LPX ASPIRATIONALLouisiana-Pacific Corp S&P400H

100.5%EMN MARKETEastman Chemical Co. S&P500H

100.6%KS ASPIRATIONALKapStone Paper & Pckging S&P600H

100.8%GLT MARKETPH Glatfelter Co. S&P600H

102.6%RS MARKETReliance Steel & Aluminum S&P400H

103.1%PX MARKETPraxair, Inc. S&P500H

104.3%PKG MARKETPackaging Corp of America S&P500H

104.4%IPHS MARKETInnophos Holdings, Inc. S&P600H

104.7%PPG MARKETPPG Industries Inc. S&P500H

104.9%GEF ASPIRATIONALGreif Inc cl A S&P400H

105.4%BLL MARKETBall Corporation S&P500H

105.5%NUE ASPIRATIONALNucor Corporation S&P500H

105.6%NP CORENeenah Paper, Inc . S&P600H

105.8%AKS ASPIRATIONALAK Steel Holding Corp S&P600H

107.5%TG ASPIRATIONALTredegar Corp S&P600H

107.7%FMC ASPIRATIONALFMC Corporation S&P500H

108.2%POL MARKETPolyOne Corp S&P400H

108.7%MTX ASPIRATIONALMinerals Technologies S&P400H

109.2%WOR MARKETWorthington Industries S&P400H

109.4%FUL MARKETH.B. Fuller Company S&P600H

109.5%KALU MARKETKaiser Aluminum Corp. S&P600H

109.8%SHW MARKETSherwin-Williams Co. S&P500H

110.6%ZEUS ASPIRATIONALOlympic Steel Inc. S&P600H

110.9%HAYN MARKETHaynes International, Inc. S&P600H

111.9%BMS COREBemis Company Inc. S&P400H

111.9%HWKN MARKETHawkins Inc S&P600H

112.4%OI ASPIRATIONALOwens-Illinois Inc. S&P400H

112.4%SXC ASPIRATIONALSunCoke Energy, Inc. S&P600H

112.4%ATI ASPIRATIONALAllegheny Technologies, Inc. S&P400H

113.0%DWDP MARKETDowDuPont Inc. S&P500H

114.3%CBT MARKETCabot Corporation S&P400H

114.4%BCPC MARKETBalchem Corporation S&P600H

115.5%AVY MARKETAvery Dennison Corp. S&P500H

116.5%MOS ASPIRATIONALMosaic Co. (The) S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

117.8%ECL MARKETEcolab Inc S&P500H

118.3%FF MARKETFutureFuel Corp S&P600H

118.4%STLD ASPIRATIONALSteel Dynamics Inc. S&P400H

123.2%UFS MARKETDomtar Corp. S&P400H

123.8%ATR COREAptarGroup Inc. S&P400H

124.1%RPM MARKETRPM International, Inc. S&P400H

126.0%ASH MARKETAshland Inc. S&P400H

Real Estate

Real Estate

83.4%RMAX MARKETRE/MAX Holdings, Inc. S&P600H

84.1%WPG MARKETWashington Prime Group S&P600H

84.5%EDR COREEducation Realty Trust Inc. S&P400H

85.6%UNIT MARKETUniti Group Inc. S&P400H

85.7%FSP COREFranklin Street Propertie Corp S&P600H

86.3%RPT CORERamco-Gershenson Properties S&P600H

88.6%JLL ASPIRATIONALJones Lang LaSalle Inc S&P400H

88.8%SLG MARKETSL Green Realty Corp. S&P500H

89.4%MAC COREMacerich Company S&P500H

89.6%PLD MARKETProLogis, Inc. S&P500H

89.9%ALEX MARKETAlexander & Baldwin, Inc. S&P400H

90.0%WRI COREWeingarten Realty Investors S&P400H

90.5%INN MARKETSummit Hotel Properties, Inc. S&P600H

90.7%AAT COREAmerican Assets Trust, Inc. S&P600H

90.9%WSR COREWhitestone REIT S&P600H

91.6%ESS COREEssex Property Trust S&P500H

93.2%ROIC CORERetail Opportunity Invmts Corp S&P600H

93.5%REG CORERegency Centers Corp S&P500H

93.8%ACC COREAmerican Campus Communities S&P400H

93.9%KRC MARKETKilroy Realty Corp. S&P400H

94.0%HIW COREHighwoods Properties, Inc. S&P400H

94.2%SBRA CORESabra Healthcare REIT S&P400H

94.6%ARE COREAlexandria Real Estate S&P500H

94.6%OHI COREOmega Healthcare Investors S&P400H

94.6%EXR COREExtra Space Storage Inc. S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

94.6%UE COREUrban Edge Properties S&P400H

95.0%PSA COREPublic Storage, Inc. S&P500H

95.3%TCO CORETaubman Centers Inc. S&P400H

95.7%DEA COREEasterly Government Properties S&P600H

95.9%CTRE CORECareTrust REIT, Inc. S&P600H

95.9%WY MARKETWeyerhaeuser Co S&P500H

97.2%FRT COREFederal Realty Investment S&P500H

97.5%CLDT MARKETChatham Lodging Trust S&P600H

98.0%ADC COREAgree Realty Corp S&P600H

98.0%IRM COREIron Mountain Inc. S&P500H

98.1%LXP CORELexington Realty Trust S&P600H

99.0%HR COREHealthcare Realty Trust Inc. S&P400H

99.0%GOV COREGovernment Properties In Trust S&P600H

99.2%BXP COREBoston Properties, Inc. S&P500H

99.2%LSI CORELife Storage, Inc. S&P400H

99.6%HPT MARKETHospitality Properties Trust S&P400H

99.6%AVB COREAvalonbay Communities S&P500H

99.6%O CORERealty Income Corp S&P500H

100.3%SPG CORESimon Property Group Inc. S&P500H

100.3%SNH CORESenior Housing Properties S&P400H

100.3%COR CORECoreSite Realty Corp S&P400H

100.4%NNN CORENational Retail Properties S&P400H

100.8%LTC CORELTC Properties Inc. S&P600H

100.9%FR COREFirst Industrial Realty Trust S&P400H

101.3%HST MARKETHost Hotels & Resorts, Inc. S&P500H

101.4%AMT COREAmerican Tower Corporation S&P500H

101.9%DEI COREDouglas Emmett, Inc. S&P400H

102.1%PCH MARKETPotlatchDeltic Corporation S&P400H

102.5%EQIX COREEquinix Inc S&P500H

102.8%UBA COREUrstadt Biddle Prop cl A S&P600H

102.9%UDR COREUDR, Inc. S&P500H

103.0%CXW MARKETCorrections Corp of America S&P400H

103.7%MAA COREMid-America Apartment S&P500H

104.7%AHH COREArmada Hoffler Properties, Inc S&P600H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

104.9%CCI CORECrown Castle International S&P500H

106.1%AKR COREAcadia Realty Trust S&P600H

106.2%EQR COREEquity Residential Properties S&P500H

106.7%DRH MARKETDiamondrock Hospitality Co. S&P600H

107.9%PSB COREPS Business Parks Inc S&P600H

108.2%GNL COREGlobal Net Lease, Inc. S&P600H

108.7%DCT COREDCT Industrial Trust, Inc. OtherH

108.8%BFS CORESaul Centers Inc. S&P600H

109.7%AIV COREApartment Invest&Mang A S&P500H

110.5%STAR MARKETiStar Inc. S&P600H

110.6%CHCT CORECommunity Healthcare Trust Inc S&P600H

110.8%CHSP MARKETChesapeake Lodging Trust S&P600H

111.0%RYN MARKETRayonier Inc. S&P400H

111.6%LPT CORELiberty Property Trust S&P400H

111.8%NSA CORENational Storage Affiliates Tr S&P600H

111.9%DLR COREDigital Realty Trust, Inc S&P500H

112.9%EGP COREEastGroup Properties S&P600H

113.6%CPT CORECamden Property Trust S&P400H

114.7%IRT COREIndependence Realty Trust, Inc S&P600H

115.9%CUZ MARKETCousins Properties Inc S&P400H

117.3%HCP COREHCP, Inc. S&P500H

117.9%HT MARKETHersha Hospitality Trust S&P600H

119.4%LHO MARKETLaSalle Hotel Properties S&P400H

121.7%GTY COREGetty Realty Corp S&P600H

121.8%FCPT COREFour Corners Property Trust S&P600H

122.7%UHT COREUniversal Health Realty S&P600H

123.2%CONE CORECyrusOne Inc S&P400H

124.0%DRE COREDuke Realty Corp S&P500H

Telecommunication Services

Telecommunication Services

84.6%CTL MARKETCenturyLink, Inc. S&P500H

95.2%VZ COREVerizon Communications, Inc. S&P500H

102.3%SPOK CORESpok Holdings, Inc. S&P600H

109.9%TDS MARKETTelephone & Data Systems S&P400H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

127.8%CCOI MARKETCogent Communications Holdings S&P600H

Utilities

Utilities

91.8%BKH COREBlack Hills Corporation S&P400H

93.4%SO CORESouthern Company S&P500H

93.7%PPL COREPPL Corporation S&P500H

99.4%DUK COREDuke Energy Corp S&P500H

99.7%CNP CORECenterPoint Energy Inc S&P500H

100.3%PNW COREPinnacle West Capital S&P500H

101.8%AEP COREAmerican Electric Power S&P500H

101.9%WEC COREWEC Energy Group S&P500H

102.2%AES MARKETAES Corporation S&P500H

104.0%MDU MARKETMDU Resources Group S&P400H

105.4%EIX COREEdison International S&P500H

105.4%FE COREFirstEnergy Corporation S&P500H

106.6%NWE CORENorthWestern Corp S&P400H

108.5%ED COREConsolidated Edison, Inc. S&P500H

109.5%HE COREHawaiian Electric Industries S&P400H

109.7%LNT COREAlliant Energy Corp. S&P500H

109.8%AVA COREAvista Corp S&P600H

110.0%AWK COREAmerican Water Works S&P500H

110.6%PEG COREPublic Service Enterprise Grp S&P500H

110.7%ATO COREAtmos Energy Corp S&P400H

112.3%ALE COREAllete Inc S&P400H

112.5%CMS CORECMS Energy Corp S&P500H

113.5%SRE CORESempra Energy S&P500H

113.5%CWT CORECalifornia Water Srvc Grp S&P600H

113.6%OGE COREOGE Energy Corp. S&P400H

113.7%EXC COREExelon Corp S&P500H

114.6%XEL COREXcel Energy Inc S&P500H

114.9%UGI COREUGI Corp S&P400H

115.2%SWX CORESouthwest Gas Holdings, Inc. S&P400H

115.5%ES COREEversource Energy S&P500H

116.3%DTE COREDTE Energy Company S&P500H

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

116.7%PCG COREPG&E Corporation S&P500H

117.2%ETR COREEntergy Corp S&P500H

117.8%WTR COREAqua America, Inc. S&P400H

118.0%IDA COREIDACORP Inc S&P400H

120.3%NI CORENiSource Inc S&P500H

120.9%EE COREEl Paso Electric Co. S&P600H

123.3%NJR CORENew Jersey Resources S&P400H

123.3%NWN CORENorthwest Natural Gas Co S&P600H

123.8%AEE COREAmeren Corporation S&P500H

124.7%OGS COREONE Gas, Inc. S&P400H

127.9%VVC COREVectren Corporation S&P400H

127.9%AWR COREAmerican States Water Co. S&P600H

S

Consumer Discretionary

Automobiles & Components

121.6%VC MARKETVisteon Corporation S&P400S

128.0%CPS MARKETCooper-Standard Holdings Inc. S&P600S

133.4%DORM MARKETDorman Products, Inc. S&P600S

136.3%THRM ASPIRATIONALGentherm Inc S&P600S

214.4%DLPH MARKETDelphi Technologies PLC S&P400S

227.8%FOXF MARKETFox Factory Holding Corp. S&P600S

Consumer Durables & Apparel

123.4%VFC MARKETV.F. Corporation S&P500S

125.1%PERY MARKETPerry Ellis International Inc. S&P600S

126.3%NVR CORENVR Inc. S&P400S

128.2%MTH ASPIRATIONALMeritage Homes Corp S&P600S

137.7%WWW MARKETWolverine World Wide Inc. S&P600S

141.1%BLD MARKETTopBuild Corp. S&P600S

141.3%PII MARKETPolaris Industries Inc S&P400S

150.3%DECK MARKETDeckers Outdoor Corp. S&P400S

152.4%RL MARKETRalph Lauren Corp S&P500S

160.0%CVCO ASPIRATIONALCavco Industries Inc. S&P600S

161.0%SHOO MARKETSteven Madden Ltd. S&P600S

171.4%HELE MARKETHelen of Troy Limited S&P400S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

173.3%CROX MARKETCrocs, Inc. S&P600S

173.4%KORS MARKETMichael Kors Holdings Ltd S&P500S

180.1%RGR CORESturm Ruger & Co. Inc. S&P600S

183.5%IRBT ASPIRATIONALiRobot Corp. S&P600S

189.1%MOV MARKETMovado Group Inc. S&P600S

Consumer Services

120.7%PENN MARKETPenn National Gaming Inc. S&P600S

122.1%BYD ASPIRATIONALBoyd Gaming Corporation S&P400S

126.3%CHDN MARKETChurchill Downs Inc S&P400S

128.3%FRGI MARKETFiesta Restaurant Group, Inc. S&P600S

132.3%TXRH MARKETTexas Roadhouse Inc. S&P400S

136.7%RUTH CORERuth's Hospitality Group Inc. S&P600S

145.0%APEI MARKETAmerican Public Education S&P600S

146.2%CMG COREChipotle Mexican Grill S&P500S

149.6%MCRI MARKETMonarch Casino & Resort S&P600S

151.5%DIN COREDineEquity, Inc. S&P600S

156.3%STRA MARKETStrategic Education, Inc. S&P600S

159.1%BJRI MARKETBJ's Restaurants, Inc. S&P600S

160.9%SHAK MARKETShake Shack Inc. Class A S&P600S

162.3%DPZ MARKETDomino's Pizza, Inc. S&P400S

166.3%SIX CORESix Flags Entertainment Corp. S&P400S

168.0%WING MARKETWingstop Inc. S&P600S

172.4%ATGE MARKETAdtalem Global Education Inc. S&P400S

198.0%DRI COREDarden Restaurants Inc S&P500S

198.5%RGS CORERegis Corporation S&P600S

200.1%GHC COREGraham Holdings Company S&P400S

215.1%CECO ASPIRATIONALCareer Education Corp S&P600S

237.9%BEL MARKETBelmond Ltd. Class A S&P600S

Media

116.3%FOXA MARKETTwenty-First Cent Fox Inc Cl A S&P500S

126.7%NYT MARKETNew York Times Cl A S&P400S

132.6%MCS MARKETMarcus Corporation S&P600S

544.4%WWE MARKETWorld Wrestling Entertainment S&P400S

Retailing

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

117.7%TRIP MARKETTripAdvisor, Inc. S&P500S

119.8%TIF MARKETTiffany & Company S&P500S

120.5%GCO MARKETGenesco Inc. S&P600S

124.6%AEO MARKETAmerican Eagle Outfitters S&P400S

135.4%LL ASPIRATIONALLumber Liquidators Holdings S&P600S

137.3%KMX MARKETCarMax Inc. S&P500S

137.8%ABG MARKETAsbury Automotive Group S&P600S

139.1%ROST MARKETRoss Stores Inc. S&P500S

141.3%SNBR MARKETSleep Number Corporation S&P600S

142.0%SCVL MARKETShoe Carnival, Inc. S&P600S

142.2%KSS MARKETKohl's Corporation S&P500S

143.4%GES MARKETGuess? Inc. S&P600S

146.7%ORLY MARKETO'Reilly Automotive, Inc. S&P500S

152.8%DSW MARKETDSW Inc. S&P600S

155.4%NFLX ASPIRATIONALNetflix Inc S&P500S

155.5%URBN MARKETUrban Outfitters Inc S&P400S

168.9%MNRO MARKETMonro, Inc. S&P600S

175.0%FIVE MARKETFive Below, Inc. S&P400S

196.4%AMZN MARKETAmazon.com Inc. S&P500S

208.2%ZUMZ COREZumiez Inc. S&P600S

231.4%OLLI MARKETOllie's Bargain Outlet Holding S&P400S

248.9%POOL MARKETPool Corporation S&P400S

249.2%RH MARKETRH S&P600S

Consumer Staples

Food Beverage & Tobacco

125.2%SAFM CORESanderson Farms Inc. S&P400S

130.5%MNST MARKETMonster Beverage Corporation S&P500S

136.5%CALM CORECal-Maine Foods Inc. S&P600S

137.0%DAR MARKETDarling Ingredients Inc. S&P600S

190.5%SAM COREBoston Beer Co. Inc. S&P400S

Household & Personal Products

121.9%NUS MARKETNu Skin Enterprises Inc. S&P400S

122.6%CENT MARKETCentral Garden & Pet Co. S&P600S

123.7%CENTA MARKETCentral Garden&Pet cl A S&P600S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

141.1%WDFC COREWD-40 Company S&P600S

151.0%IPAR MARKETInter Parfums, Inc. S&P600S

174.2%ENR MARKETEnergizer Holdings S&P400S

257.8%MED MARKETMedifast, Inc. S&P600S

Energy

Energy

109.8%PXD MARKETPioneer Natural Resources S&P500S

116.1%DVN ASPIRATIONALDevon Energy Corp S&P500S

119.6%EXTN ASPIRATIONALExterran Corporation S&P600S

122.0%AROC ASPIRATIONALArchrock, Inc. S&P600S

122.8%PSX MARKETPhillips 66 S&P500S

124.2%MUR ASPIRATIONALMurphy Oil Corp. S&P400S

126.0%HLX ASPIRATIONALHelix Energy Solutions S&P600S

127.3%PARR MARKETPar Pacific Holdings, Inc. S&P600S

128.4%ESV ASPIRATIONALEnsco plc cl A S&P400S

130.3%ANDV MARKETAndeavor S&P500S

130.8%HPR ASPIRATIONALHigh Point Resources Corp. S&P600S

132.5%NOV MARKETNational Oilwell Varco Inc S&P500S

133.7%OXY MARKETOccidental Petroleum Corp S&P500S

133.8%DO ASPIRATIONALDiamond Offshore Drilling Inc. S&P400S

134.1%WPX ASPIRATIONALWPX Energy, Inc. S&P400S

135.4%RIG ASPIRATIONALTransocean Ltd. S&P400S

135.7%MRO ASPIRATIONALMarathon Oil Corp S&P500S

137.2%PVAC MARKETPenn VA Corp S&P600S

137.3%OAS ASPIRATIONALOasis Petroleum Inc. S&P400S

137.7%OIS ASPIRATIONALOil States International Inc S&P600S

138.3%COP ASPIRATIONALConocoPhillips S&P500S

138.5%HFC ASPIRATIONALHollyFrontier Corporation S&P500S

139.2%EOG MARKETEOG Resources Inc S&P500S

139.9%HES ASPIRATIONALHess Corporation S&P500S

142.1%NR ASPIRATIONALNewpark Resources Inc S&P600S

145.3%MPC ASPIRATIONALMarathon Petroleum Corp S&P500S

145.9%CVX MARKETChevron Corp S&P500S

149.0%MTDR ASPIRATIONALMatador Resources Company S&P400S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

149.0%UNT ASPIRATIONALUnit Corporation S&P600S

161.4%MDR ASPIRATIONALMcDermott International S&P400S

163.5%CEIX MARKETCONSOL Energy Inc. S&P600S

164.3%PBF ASPIRATIONALPBF Energy Inc cl A S&P400S

171.3%DNR ASPIRATIONALDenbury Resources Inc. S&P600S

186.0%CNX ASPIRATIONALCNX Resources Corporation S&P400S

189.6%CXO ASPIRATIONALConcho Resources Inc. S&P500S

190.5%MTRX ASPIRATIONALMatrix Service Co. S&P600S

241.0%OII ASPIRATIONALOceaneering International S&P400S

564.0%NE ASPIRATIONALNoble Corporation plc (UK) S&P600S

Financials

Banks

117.2%WBS MARKETWebster Financial Corp S&P400S

123.9%GNBC MARKETGreen Bancorp, Inc. S&P600S

124.1%SNV MARKETSynovus Financial Corp S&P400S

126.6%CFR ASPIRATIONALCullen/Frost Bankers, Inc. S&P400S

127.1%CMA ASPIRATIONALComerica, Inc. S&P500S

128.2%WD MARKETWalker & Dunlop, Inc. S&P600S

132.2%TBK MARKETTriumph Bancorp, Inc. S&P600S

133.8%TCBI ASPIRATIONALTexas Capital Bancshares S&P400S

137.9%HOMB MARKETHome BancShares, Inc. S&P400S

146.7%NFBK CORENorthfield Bancorp, Inc S&P600S

148.5%HBAN MARKETHuntington Bancshares, Inc. S&P500S

150.0%FULT MARKETFulton Financial Corp S&P400S

162.3%NMIH MARKETNMI Holdings Inc. Class A S&P600S

164.8%NBHC MARKETNational Bank Holdings Corp S&P600S

170.0%FBP ASPIRATIONALFirst Bancorp (PR) S&P600S

180.0%BRKL MARKETBrookline Bancorp, Inc. S&P600S

185.8%LION MARKETFidelity Southern Corp S&P600S

189.6%SIVB ASPIRATIONALSVB Financial Group S&P500S

190.0%IBOC ASPIRATIONALInternational Bancshares S&P400S

192.0%EWBC ASPIRATIONALEast West Bancorp, Inc. S&P400S

193.9%WABC MARKETWestAmerica Bancorp. S&P600S

201.4%STBA MARKETS&T Bancorp Inc. S&P600S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

218.3%GBCI MARKETGlacier Bancorp, Inc. S&P600S

244.2%FFIN MARKETFirst Financial Bankshares S&P600S

248.0%INDB MARKETIndependent Bank MA S&P600S

Diversified Financials

116.1%GHL ASPIRATIONALGreenhill & Co Inc. S&P600S

120.1%VRTS MARKETVirtus Investment Prtnrs, Inc. S&P600S

120.2%JHG MARKETJanus Henderson Group PLC S&P400S

123.2%PJC ASPIRATIONALPiper Jaffray Companies S&P600S

127.8%SPGI MARKETS&P Global Inc. S&P500S

128.8%INTL MARKETINTL FCStone Inc. S&P600S

128.9%MSCI MARKETMSCI Inc. S&P500S

145.8%ETFC ASPIRATIONALE*TRADE Financial Corp S&P500S

147.0%SLM MARKETSLM Corp S&P400S

149.2%ARI COREApollo Commercial Real Estate S&P600S

152.9%EZPW MARKETEZCORP Inc S&P600S

210.1%GDOT MARKETGreen Dot Corp cl A S&P600S

219.7%BCOR MARKETBlucora, Inc. S&P600S

221.0%ENVA MARKETEnova International, Inc. S&P600S

227.2%WRLD MARKETWorld Acceptance Corp S&P600S

Insurance

121.6%XL COREXL Group plc S&P500S

131.2%Y MARKETAlleghany Corp S&P400S

132.0%AMBC MARKETAmbac Financial Group Inc. S&P600S

136.3%STC COREStewart Information Services S&P600S

138.0%UVE MARKETUniversal Insurance Hldgs S&P600S

142.6%SAFT CORESafety Insurance Group Inc. S&P600S

186.0%PGR COREProgressive Corp. S&P500S

187.1%EHTH MARKETeHealth, Inc. S&P600S

255.8%KMPR MARKETKemper Corp S&P400S

Health Care

Health Care Equipment & Services

125.3%VAR MARKETVarian Medical Systems Inc. S&P500S

126.0%ENSG MARKETEnsign Group, Inc. (The) S&P600S

126.6%ABT MARKETAbbott Laboratories S&P500S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

127.2%PRSC COREProvidence Service Corp S&P600S

129.9%HSKA COREHeska Corp S&P600S

130.3%HSTM MARKETHealthStream Inc. S&P600S

130.9%ISRG MARKETIntuitive Surgical, Inc. S&P500S

131.0%HCA MARKETHCA Healthcare, Inc. S&P500S

131.1%CHE MARKETChemed Corporation S&P400S

132.0%HSIC MARKETHenry Schein Inc. S&P500S

133.1%BAX MARKETBaxter International S&P500S

135.7%MDSO MARKETMedidata Solutions, Inc. S&P400S

136.6%NEOG MARKETNeogen Corporation S&P600S

137.4%ICUI MARKETICU Medical, Inc. S&P400S

137.5%OFIX COREOrthofix Medical Inc. S&P600S

138.0%HUM COREHumana Inc. S&P500S

139.4%TVTY MARKETTivity Health, Inc. S&P600S

141.1%ANTM MARKETAnthem, Inc. S&P500S

142.1%CRVL MARKETCorVel Corporation S&P600S

145.3%CNC MARKETCentene Corporation S&P500S

146.7%USPH COREU.S. Physical Therapy S&P600S

147.0%MDRX MARKETAllscripts Healthcare Solution S&P400S

147.3%SEM MARKETSelect Medical Holdings Corp S&P600S

148.0%NUVA MARKETNuVasive Inc S&P400S

148.4%AMN MARKETAMN Healthcare Services S&P600S

149.2%THC ASPIRATIONALTenet Healthcare Corp S&P400S

149.8%EHC COREEncompass Health Corporation S&P400S

155.1%ABMD MARKETAbiomed Inc. S&P500S

159.3%AVNS MARKETAvanos Medical, Inc. S&P400S

161.6%EW MARKETEdwards Lifesciences Corp. S&P500S

163.6%BSX MARKETBoston Scientific Corp S&P500S

167.2%LIVN MARKETLivaNova PLC S&P400S

169.0%ANGO MARKETAngioDynamics Inc S&P600S

172.4%GMED MARKETGlobus Medical, Inc. S&P400S

177.3%LHCG CORELHC Group Inc. S&P600S

180.0%HQY MARKETHealthEquity, Inc. S&P600S

189.3%IDXX MARKETIdexx Laboratories, Inc. S&P500S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

190.7%OMCL MARKETOmnicell Inc. S&P600S

191.6%HMSY MARKETHMS Holdings Corp S&P600S

196.9%MMSI MARKETMerit Medical Systems, Inc. S&P600S

201.7%QSII COREQuality Systems Inc. S&P600S

203.2%CRY MARKETCryoLife Inc. S&P600S

207.2%WCG MARKETWellcare Health Plans Inc S&P400S

210.7%ALGN ASPIRATIONALAlign Technology Inc S&P500S

222.2%STE MARKETSteris PLC S&P400S

222.3%HAE MARKETHaemonetics Corporation S&P400S

227.5%MOH MARKETMolina Healthcare, Inc. S&P400S

250.8%BEAT MARKETBioTelemetry, Inc. S&P600S

262.3%TRHC MARKETTabula Rasa Healthcare, Inc. S&P600S

262.8%AMED MARKETAmedisys Inc. S&P600S

269.8%ITGR MARKETInteger Holdings Corporation S&P600S

324.1%INGN MARKETInogen, Inc S&P600S

343.9%SRDX MARKETSurmodics, Inc. S&P600S

404.6%TCMD CORETactile Systems Technology Inc S&P600S

Pharmaceuticals & Biotechnology

117.7%MNK ASPIRATIONALMallinckrodt plc. S&P400S

119.6%PAHC MARKETPhibro Animal Health Corp CL A S&P600S

122.9%ZTS MARKETZoetis Inc. S&P500S

130.9%SUPN MARKETSupernus Pharmaceuticals, Inc. S&P600S

132.0%RGNX ASPIRATIONALREGENXBIO Inc. S&P600S

133.4%VRTX ASPIRATIONALVertex Pharmaceuticals S&P500S

140.0%CTLT MARKETCatalent, Inc. S&P400S

142.0%WAT MARKETWaters Corporation S&P500S

147.1%PRAH MARKETPRA Health Sciences, Inc. S&P400S

147.3%EBS MARKETEmergent Biosolutions, Inc. S&P600S

147.7%TECH MARKETBio-Techne Corp S&P400S

148.7%MYGN MARKETMyriad Genetics Inc. S&P600S

151.0%ENDP ASPIRATIONALEndo International plc S&P600S

153.5%MNTA ASPIRATIONALMomenta Pharmaceuticals S&P600S

154.8%PKI MARKETPerkinElmer Inc. S&P500S

156.9%CRL MARKETCharles River Laboratories S&P400S

Monday, September 10, 2018 Page 41 of 50

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

158.9%MTD MARKETMettler-Toledo Intl S&P500S

160.3%RGEN ASPIRATIONALRepligen Corporation S&P600S

172.7%MDCO MARKETMedicines Co (The) S&P600S

179.5%ILMN ASPIRATIONALIllumina Inc S&P500S

181.2%ENTA MARKETEnanta Pharmaceuticals, Inc. S&P600S

183.3%NKTR ASPIRATIONALNektar Therapeutics S&P500S

200.5%BIO MARKETBio-Rad Laboratories Cl A S&P400S

202.3%SPPI ASPIRATIONALSpectrum Pharmaceuticals S&P600S

273.7%LGND MARKETLigand Pharmaceuticals S&P600S

Industrials

Capital Goods

115.4%KAMN COREKaman Corporation S&P600S

117.1%MYRG MARKETMYR Group, Inc. S&P600S

121.7%VRTV ASPIRATIONALVeritiv Corporation S&P600S

122.0%TDG MARKETTransdigm Group, Inc. S&P500S

123.4%POWL MARKETPowell Industries Inc. S&P600S

125.9%GBX ASPIRATIONALGreenbrier Companies S&P600S

128.5%ENS MARKETEnerSys Inc S&P400S

128.6%MOG/ MARKETMoog Inc. S&P600S

128.8%ESL ASPIRATIONALEsterline Technologies Corp. S&P400S

128.9%TXT MARKETTextron Inc. S&P500S

129.3%ATU ASPIRATIONALActuant Corp cl A S&P600S

129.7%NPO MARKETEnPro Industries, Inc. S&P600S

131.6%ESE MARKETEsco Technologies Inc S&P600S

132.3%WTS MARKETWatts Water Tech Inc S&P600S

132.5%ITT ASPIRATIONALITT Inc. S&P400S

132.6%FSS MARKETFederal Signal Corp. S&P600S

132.7%IEX MARKETIDEX Corporation S&P400S

133.8%GWW MARKETW.W. Grainger Inc. S&P500S

134.6%HRS MARKETHarris Corporation S&P500S

135.2%AEGN ASPIRATIONALAegion Corp S&P600S

135.5%ORN ASPIRATIONALOrion Marine Group Inc S&P600S

135.7%NPK CORENational Presto Industries S&P600S

137.0%PWR MARKETQuanta Services Inc. S&P500S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

138.0%FTV MARKETFortive Corporation S&P500S

138.5%FIX MARKETComfort Systems USA S&P600S

144.3%DNOW ASPIRATIONALNOW Inc. S&P400S

145.3%ROCK MARKETGibraltar Industries, Inc. S&P600S

151.2%MRCY MARKETMercury Systems Inc S&P600S

156.4%CUB MARKETCubic Corporation S&P600S

157.3%CAT ASPIRATIONALCaterpillar Inc S&P500S

158.9%APOG ASPIRATIONALApogee Enterprises Inc. S&P600S

160.0%SSD MARKETSimpson Manufacturing Co. S&P600S

167.2%RAVN MARKETRaven Industries Inc. S&P600S

168.0%PGTI MARKETPGT Innovations, Inc. S&P600S

168.1%KBR ASPIRATIONALKBR, Inc. S&P400S

169.7%AJRD MARKETAerojet Rocketdyne Holdings S&P600S

171.7%KLXI MARKETKLX Inc. S&P400S

173.1%DXPE ASPIRATIONALDXP Enterprises Inc. S&P600S

179.8%PRLB MARKETProto Labs, Inc. S&P600S

181.4%GTLS ASPIRATIONALChart Industries, Inc. S&P600S

184.0%IIIN MARKETInsteel Industries, Inc. S&P600S

186.6%HII MARKETHuntington Ingalls Industries S&P500S

188.1%NDSN MARKETNordson Corporation S&P400S

195.6%TDY MARKETTeledyne Technologies Inc. S&P400S

197.9%SPXC ASPIRATIONALSPX Corporation S&P600S

202.9%TREX MARKETTrex Company Inc. S&P600S

206.7%AAXN MARKETAxon Enterprise, Inc. S&P600S

212.7%AVAV MARKETAeroVironment, Inc. S&P600S

218.1%HSC ASPIRATIONALHarsco Corporation S&P600S

237.9%GATX MARKETGATX Corporation S&P400S

449.6%VICR ASPIRATIONALVicor Corporation S&P600S

Commercial & Professional Services

127.0%FORR MARKETForrester Research Inc. S&P600S

133.3%KFY MARKETKorn/Ferry Int'l S&P600S

133.7%INFO COREIHS Markit Ltd. S&P500S

137.6%TBI ASPIRATIONALTrueBlue, Inc. S&P600S

140.7%TTEK MARKETTetra Tech, Inc. S&P600S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

142.1%RHI MARKETRobert Half International Inc. S&P500S

146.8%RECN MARKETResources Connection Inc. S&P600S

154.7%NSP MARKETInsperity, Inc. S&P600S

164.8%MSA MARKETMSA Safety Incorporated S&P400S

167.1%VRSK MARKETVerisk Analytics, Inc. S&P500S

175.0%FCN MARKETFTI Consulting, Inc. S&P600S

175.5%ASGN ASPIRATIONALASGN INC S&P600S

186.0%CPRT MARKETCopart, Inc. (DE) S&P500S

188.4%CLH MARKETClean Harbors, Inc. S&P400S

263.9%CTAS MARKETCintas Corporation S&P500S

Transportation

133.3%ODFL MARKETOld Dominion Freight S&P400S

134.9%KEX MARKETKirby Corporation S&P400S

138.1%SAIA MARKETSaia, Inc. S&P600S

142.4%CAR ASPIRATIONALAvis Budget Group, Inc. S&P400S

143.5%ARCB ASPIRATIONALArcBest Corporation S&P600S

160.0%MRTN MARKETMarten Transport, Ltd. S&P600S

177.6%AAWW ASPIRATIONALAtlas Air Worldwide S&P600S

190.3%ECHO MARKETEcho Global Logistics, Inc. S&P600S

Information Technology

Semiconductors and Semiconductor

121.5%CREE MARKETCree Inc. S&P400S

125.0%PLAB MARKETPhotronics Inc. S&P600S

131.8%QRVO ASPIRATIONALQorvo, Inc. S&P500S

137.4%RTEC MARKETRudolph Technologies, Inc. S&P600S

137.8%DSPG MARKETDSP Group Inc. S&P600S

138.9%KLIC MARKETKulicke & Soffa Industries S&P600S

139.0%FORM ASPIRATIONALFormFactor Inc S&P600S

142.2%SLAB ASPIRATIONALSilicon Laboratories, Inc. S&P400S

144.9%BRKS ASPIRATIONALBrooks Automation Inc S&P600S

146.6%TER ASPIRATIONALTeradyne Inc. S&P400S

147.3%RMBS MARKETRambus Inc. S&P600S

148.3%DIOD MARKETDiodes Inc. S&P600S

155.9%NANO MARKETNanometrics Inc. S&P600S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

159.5%NVDA ASPIRATIONALNVIDIA Corp S&P500S

161.8%FSLR ASPIRATIONALFirst Solar, Inc. S&P400S

162.7%SEDG ASPIRATIONALSolarEdge Technologies, Inc. S&P600S

180.3%SMTC ASPIRATIONALSemtech Corporation S&P600S

227.7%IDTI ASPIRATIONALIntegrated Device Technology S&P400S

397.7%AMD ASPIRATIONALAdvanced Micro Devices S&P500S

Software & Services

119.6%GOOGL MARKETAlphabet Inc. Class A S&P500S

120.1%FLT MARKETFleetCor Technologies, Inc. S&P500S

120.4%EA MARKETElectronic Arts Inc. S&P500S

121.8%CA MARKETCA, Inc. S&P500S

126.4%MSFT MARKETMicrosoft Corporation S&P500S

127.3%ADBE MARKETAdobe Systems Inc. S&P500S

128.1%STMP MARKETStamps.com Inc. S&P600S

129.2%SSTK MARKETShutterstock, Inc. S&P600S

130.1%VRTU MARKETVirtusa Corporation S&P600S

130.8%JKHY COREJack Henry & Associates S&P400S

131.2%GOOG MARKETAlphabet Inc. Class C S&P500S

133.9%LDOS MARKETLeidos Holdings, Inc. S&P400S

135.3%SAIC MARKETScience App Int'l Corp S&P400S

136.4%ADP MARKETAutomatic Data Processing Inc. S&P500S

136.4%RHT MARKETRed Hat, Inc. S&P500S

136.8%CLGX MARKETCoreLogic, Inc. S&P400S

137.4%INTU MARKETIntuit Inc. S&P500S

148.4%MANT MARKETManTech International Corp. S&P600S

148.6%AKAM MARKETAkamai Technologies Inc. S&P500S

149.7%TDC MARKETTeradata Corp S&P400S

153.4%XOXO MARKETXO Group Inc. S&P600S

153.4%CRM MARKETSalesforce.com Inc S&P500S

154.6%FISV MARKETFiserv Inc. S&P500S

155.0%AGYS MARKETAgilysys, Inc. S&P600S

155.6%SPSC MARKETSPS Commerce, Inc. S&P600S

155.7%PTC MARKETPTC Inc. S&P400S

159.0%PRFT MARKETPerficient, Inc. S&P600S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

160.3%EVTC MARKETEvertec, Inc. S&P600S

162.2%ALRM MARKETAlarm.com Holdings, Inc. S&P600S

162.3%TYL MARKETTyler Technologies Inc. S&P400S

164.5%PAY MARKETVerifone Systems, Inc OtherS

166.2%CDNS MARKETCadence Design Systems, Inc. S&P500S

166.4%ULTI MARKETUltimate Software Group Inc. S&P400S

167.6%CTXS MARKETCitrix Systems Inc. S&P500S

169.9%ANSS MARKETAnsys Incorporated S&P500S

171.2%PYPL MARKETPayPal Holdings, Inc. S&P500S

173.4%BR MARKETBroadridge Fncl Solutions S&P500S

175.1%ADSK ASPIRATIONALAutodesk Inc. S&P500S

175.6%ACIW ASPIRATIONALACI Worldwide, Inc. S&P400S

183.1%QLYS MARKETQualys, Inc. S&P600S

190.6%CACI MARKETCACI International, Inc. S&P600S

192.0%SNPS MARKETSynopsys Inc. S&P500S

193.2%FTNT MARKETFortinet, Inc. S&P400S

197.2%ACXM MARKETAcxiom Corporation S&P400S

197.5%TTWO MARKETTake-Two Interactive Software S&P500S

202.7%VRSN MARKETVeriSign Inc S&P500S

203.0%QNST ASPIRATIONALQuinStreet, Inc. S&P600S

212.0%CVLT MARKETCommVault Systems, Inc. S&P400S

213.8%FICO MARKETFair Isaac Corp S&P400S

226.1%WEX ASPIRATIONALWEX Inc. S&P400S

235.3%EPAY MARKETBottomline Technologies S&P600S

242.7%LPSN MARKETLivePerson Inc. S&P600S

Technology Hardware & Equipment

112.2%TECD MARKETTech Data Corporation S&P400S

120.1%ANET ASPIRATIONALArista Networks S&P500S

122.2%VSH MARKETVishay Intertechnology Inc. S&P400S

127.0%BELFB MARKETBel Fuse cl B S&P600S

127.5%HLIT MARKETHarmonic, Inc. S&P600S

128.7%SANM MARKETSanmina Corporation S&P600S

129.0%CIEN MARKETCiena Corporation S&P400S

131.2%KEM ASPIRATIONALKEMET Corporation S&P600S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

131.3%SCSC MARKETScanSource, Inc. S&P600S

131.5%OSIS MARKETOSI Systems Inc. S&P600S

134.3%OCLR MARKETOclaro, Inc S&P600S

137.1%FLIR MARKETFLIR Systems Inc. S&P500S

137.6%NTGR MARKETNetGear Inc S&P600S

137.6%TTMI MARKETTTM Technologies, Inc. S&P600S

139.4%VIAV MARKETViavi Solutions Inc. S&P600S

140.1%CMTL MARKETComtech Telecommunications S&P600S

140.9%KN ASPIRATIONALKnowles Corporation S&P600S

143.3%CSCO MARKETCisco Systems Inc. S&P500S

144.2%LITE MARKETLumentum Holdings Inc. S&P400S

144.7%TRMB MARKETTrimble Inc. S&P400S

145.0%DGII MARKETDigi International Inc. S&P600S

145.0%MSI COREMotorola Solutions, Inc. S&P500S

147.7%LFUS MARKETLittelfuse Inc. S&P400S

151.3%CTS MARKETCTS Corp S&P600S

152.9%KEYS MARKETKeysight Technologies Inc S&P400S

153.1%CAMP MARKETCalAmp Corp. S&P600S

156.9%PLXS MARKETPlexus Corp. S&P600S

160.4%NTAP MARKETNetApp, Inc. S&P500S

161.3%CTRL ASPIRATIONALControl4 Corporation S&P600S

162.9%IIVI MARKETII-VI Inc. S&P600S

166.9%PLUS MARKETePlus Inc. S&P600S

168.6%BMI MARKETBadger Meter Inc. S&P600S

168.7%ITRI MARKETItron Inc. S&P600S

169.7%DDD ASPIRATIONAL3D Systems Corp S&P600S

172.4%ROG MARKETRogers Corporation S&P600S

172.6%ESIO MARKETElectro Scientific Industries S&P600S

174.0%NSIT MARKETInsight Enterprises, Inc. S&P600S

178.0%MEI MARKETMethode Electronics Inc S&P600S

208.7%ZBRA ASPIRATIONALZebra Technologies Corp S&P400S

212.4%FARO ASPIRATIONALFaro Technologies Inc S&P600S

Materials

Materials

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

113.1%FCX ASPIRATIONALFreeport-McMoRan Inc. S&P500S

118.7%CMC ASPIRATIONALCommercial Metals Co S&P400S

120.2%IOSP MARKETInnospec Inc. S&P600S

123.0%KOP ASPIRATIONALKoppers Holdings Inc. S&P600S

124.1%BCC ASPIRATIONALBoise Cascade LLC S&P600S

124.8%TMST ASPIRATIONALTimkenSteel Corporation S&P600S

126.1%LYB MARKETLyondellBasell Industries cl A S&P500S

131.1%SCL MARKETStepan Company S&P600S

132.4%MYE MARKETMyers Industries, Inc. S&P600S

133.6%CENX ASPIRATIONALCentury Aluminum Co. S&P600S

138.8%SXT MARKETSensient Technologies Corp S&P400S

145.8%KWR MARKETQuaker Chemical Corp. S&P600S

154.0%MTRN MARKETMaterion Corporation S&P600S

154.4%SWM MARKETSchweitzer-Mauduit Int'l Inc. S&P600S

159.2%CF MARKETCF Industries Holdings, Inc. S&P500S

159.4%KRA ASPIRATIONALKraton Corporation S&P600S

160.6%ASIX ASPIRATIONALAdvanSix Inc. S&P600S

167.9%CC ASPIRATIONALChemours Company S&P400S

170.0%CRS ASPIRATIONALCarpenter Technology Corp S&P400S

180.6%NGVT MARKETIngevity Corp S&P600S

184.1%AVD ASPIRATIONALAmerican Vanguard Corp S&P600S

190.5%SON MARKETSonoco Products Co S&P400S

Real Estate

Real Estate

129.6%SBAC MARKETSBA Communications Corp. S&P500S

133.6%HF MARKETHFF, Inc. S&P600S

133.9%CBRE ASPIRATIONALCBRE Group, Inc. S&P500S

146.1%OFC CORECorporate Office Properties S&P400S

160.2%JBGS COREJBG Smith Properties S&P400S

Telecommunication Services

Telecommunication Services

149.9%ATNI COREATN International, Inc. S&P600S

176.8%VG MARKETVonage Holdings Corp. S&P600S

#######IRDM MARKETIridium Communications Inc S&P600S

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

Utilities

Utilities

129.0%NFG CORENational Fuel Gas Co. S&P400S

140.2%NEE CORENextEra Energy, Inc. S&P500S

155.1%EVRG COREEvergy Inc. S&P500S

174.0%SR CORESpire Inc. S&P600S

174.9%NRG MARKETNRG Energy Inc S&P500S

188.2%SJI CORESouth Jersey Industries, Inc. S&P600S

191.4%PNM COREPNM Resources, Inc. S&P400S

SW

Consumer Discretionary

Consumer Services

141.4%PLAY MARKETDave & Buster's Entertainment S&P600SW

Retailing

130.2%JWN MARKETNordstrom, Inc. S&P500SW

136.5%TJX CORETJX Companies Inc. S&P500SW

Financials

Diversified Financials

131.1%FDS MARKETFactSet Research Systems, Inc. S&P400SW

Insurance

133.8%BRO COREBrown & Brown Inc S&P400SW

Health Care

Health Care Equipment & Services

143.3%MASI MARKETMasimo Corporation S&P400SW

Industrials

Capital Goods

134.4%DCI MARKETDonaldson Co. Inc. S&P400SW

286.0%NVT MARKETnVent Electric PLC S&P400SW

Commercial & Professional Services

135.8%ROL MARKETRollins Inc. S&P400SW

Transportation

129.4%KNX MARKETKnight-Swift Trnsptn Hldgs Inc S&P400SW

134.0%UAL MARKETUnited Continental Hldg, Inc. S&P500SW

Information Technology

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Classification Sector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Consideration)

Software & Services

129.0%V MARKETVISA Inc. S&P500SW

Monday, September 10, 2018 Page 50 of 50

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Stock Considerations - USA (Listed by Name)

Monday, September 10, 2018 Page 1 of 47

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

169.7%DDD ASPIRATIONAL3D Systems Corp S&P600 S

102.8%MMM MARKET3M Company S&P500 H

107.9%EGHT ASPIRATIONAL8x8 Inc. S&P600 H

81.7%AOS MARKETA.O. Smith Corp. S&P500 B

116.9%AAON MARKETAAON Incorporated S&P600 H

121.8%AIR MARKETAAR Corp. S&P600 H

103.1%AAN MARKETAaron's, Inc. S&P400 H

126.6%ABT MARKETAbbott Laboratories S&P500 S

106.5%ABBV MARKETAbbVie Inc. S&P500 H

85.2%ANF MARKETAbercrombie & Fitch Co. S&P600 H

155.1%ABMD MARKETAbiomed Inc. S&P500 S

76.9%ABM MARKETABM Industries Inc. S&P600 B

60.4%ACHC MARKETAcadia Healthcare Company Inc S&P400 B

106.1%AKR COREAcadia Realty Trust S&P600 H

112.2%ACN MARKETAccenture Plc S&P500 H

22.7%ACET ASPIRATIONALAceto Corporation S&P600 B

175.6%ACIW ASPIRATIONALACI Worldwide, Inc. S&P400 S

86.9%ACOR ASPIRATIONALAcorda Therapeutics Inc. S&P600 H

116.1%ATVI MARKETActivision Blizzard, Inc. S&P500 H

129.3%ATU ASPIRATIONALActuant Corp cl A S&P600 S

68.4%AYI MARKETAcuity Brands, Inc. S&P400 B

197.2%ACXM MARKETAcxiom Corporation S&P400 S

127.3%ADBE MARKETAdobe Systems Inc. S&P500 S

172.4%ATGE MARKETAdtalem Global Education Inc. S&P400 S

104.7%ADTN COREAdtran Inc. S&P600 H

116.9%AAP MARKETAdvance Auto Parts Inc S&P500 H

90.2%AEIS ASPIRATIONALAdvanced Energy Industries S&P600 H

397.7%AMD ASPIRATIONALAdvanced Micro Devices S&P500 S

160.6%ASIX ASPIRATIONALAdvanSix Inc. S&P600 S

113.9%ACM ASPIRATIONALAECOM S&P400 H

135.2%AEGN ASPIRATIONALAegion Corp S&P600 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

169.7%AJRD MARKETAerojet Rocketdyne Holdings S&P600 S

212.7%AVAV MARKETAeroVironment, Inc. S&P600 S

102.2%AES MARKETAES Corporation S&P500 H

115.8%AET MARKETAetna Inc. S&P500 H

67.5%AMG ASPIRATIONALAffiliated Managers Group S&P500 B

117.2%AFL MARKETAFLAC Inc. S&P500 H

99.3%AGCO MARKETAgco Corporation S&P400 H

116.1%A MARKETAgilent Technologies Inc. S&P500 H

155.0%AGYS MARKETAgilysys, Inc. S&P600 S

98.0%ADC COREAgree Realty Corp S&P600 H

98.3%APD MARKETAir Products & Chemicals S&P500 H

105.8%AKS ASPIRATIONALAK Steel Holding Corp S&P600 H

148.6%AKAM MARKETAkamai Technologies Inc. S&P500 S

77.7%AKRX MARKETAkorn, Inc. S&P400 B

103.2%ALG MARKETAlamo Group Inc. S&P600 H

162.2%ALRM MARKETAlarm.com Holdings, Inc. S&P600 S

84.9%ALK MARKETAlaska Air Group Inc S&P500 B

123.3%AIN MARKETAlbany International Corp S&P600 H

80.7%ALB MARKETAlbemarle Corporation S&P500 B

89.9%ALEX MARKETAlexander & Baldwin, Inc. S&P400 H

94.6%ARE COREAlexandria Real Estate S&P500 H

90.3%ALXN ASPIRATIONALAlexion Pharmaceuticals S&P500 H

210.7%ALGN ASPIRATIONALAlign Technology Inc S&P500 S

131.2%Y MARKETAlleghany Corp S&P400 S

112.4%ATI ASPIRATIONALAllegheny Technologies, Inc. S&P400 H

69.0%ALGT MARKETAllegiant Travel Company S&P600 B

92.6%ALLE MARKETAllegion plc S&P500 H

77.4%AGN MARKETAllergan plc. S&P500 B

112.3%ALE COREAllete Inc S&P400 H

90.1%ADS MARKETAlliance Data Systems Corp S&P500 H

109.7%LNT COREAlliant Energy Corp. S&P500 H

147.0%MDRX MARKETAllscripts Healthcare Solution S&P400 S

108.7%ALL COREAllstate Corporation S&P500 H

119.6%GOOGL MARKETAlphabet Inc. Class A S&P500 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

131.2%GOOG MARKETAlphabet Inc. Class C S&P500 S

92.1%MO COREAltria Group Inc S&P500 H

95.2%AMAG ASPIRATIONALAMAG Pharmaceuticals S&P600 H

196.4%AMZN MARKETAmazon.com Inc. S&P500 S

132.0%AMBC MARKETAmbac Financial Group Inc. S&P600 S

105.8%AMCX MARKETAMC Networks Inc. cl A S&P400 H

262.8%AMED MARKETAmedisys Inc. S&P600 S

123.8%AEE COREAmeren Corporation S&P500 H

85.5%AAL ASPIRATIONALAmerican Airlines Group Inc. S&P500 H

90.7%AAT COREAmerican Assets Trust, Inc. S&P600 H

91.8%AXL ASPIRATIONALAmerican Axle & Manufacturing S&P600 H

93.8%ACC COREAmerican Campus Communities S&P400 H

124.6%AEO MARKETAmerican Eagle Outfitters S&P400 S

101.8%AEP COREAmerican Electric Power S&P500 H

109.6%AEL ASPIRATIONALAmerican Equity Investment S&P600 H

118.4%AXP MARKETAmerican Express Co. S&P500 H

110.7%AFG MARKETAmerican Financial Group S&P400 H

89.8%AIG MARKETAmerican Intl Group, Inc. S&P500 H

145.0%APEI MARKETAmerican Public Education S&P600 S

127.9%AWR COREAmerican States Water Co. S&P600 H

101.4%AMT COREAmerican Tower Corporation S&P500 H

184.1%AVD ASPIRATIONALAmerican Vanguard Corp S&P600 S

110.0%AWK COREAmerican Water Works S&P500 H

112.2%AMWD MARKETAmerican Woodmark Corp. S&P600 H

98.1%AMP ASPIRATIONALAmeriprise Financial, Inc. S&P500 H

91.7%ABCB MARKETAmeris Bancorp S&P600 H

116.5%AMSF COREAmerisafe, Inc. S&P600 H

89.3%ABC MARKETAmerisourceBergen Corp S&P500 H

108.7%AME MARKETAmetek Inc. S&P500 H

102.2%AMGN MARKETAmgen Inc. S&P500 H

148.4%AMN MARKETAMN Healthcare Services S&P600 S

96.2%AMPH MARKETAmphastar Pharmaceuticals, Inc S&P600 H

103.8%APH MARKETAmphenol Corp. S&P500 H

95.0%APC ASPIRATIONALAnadarko Petroleum Corp S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

110.3%ADI MARKETAnalog Devices Inc. S&P500 H

130.3%ANDV MARKETAndeavor S&P500 S

125.3%ANDE MARKETAndersons Inc. S&P600 H

169.0%ANGO MARKETAngioDynamics Inc S&P600 S

89.8%ANIP ASPIRATIONALANI Pharmaceuticals, Inc. S&P600 H

90.9%ANIK MARKETAnika Therapeutics Inc. S&P600 H

93.7%AXE ASPIRATIONALAnixter International S&P600 H

169.9%ANSS MARKETAnsys Incorporated S&P500 S

141.1%ANTM MARKETAnthem, Inc. S&P500 S

114.8%AON MARKETAon PLC S&P500 H

109.4%APA ASPIRATIONALApache Corporation S&P500 H

109.7%AIV COREApartment Invest&Mang A S&P500 H

102.2%APY COREAPERGY CORP S&P400 H

158.9%APOG ASPIRATIONALApogee Enterprises Inc. S&P600 S

149.2%ARI COREApollo Commercial Real Estate S&P600 S

118.7%AAPL MARKETApple Inc. S&P500 H

120.9%AIT MARKETApplied Industrial Tech S&P600 H

71.9%AMAT ASPIRATIONALApplied Materials Inc. S&P500 B

62.0%AAOI ASPIRATIONALApplied Optoelectronics, Inc. S&P600 B

123.8%ATR COREAptarGroup Inc. S&P400 H

116.1%APTV ASPIRATIONALAptiv Plc S&P500 H

117.8%WTR COREAqua America, Inc. S&P400 H

143.5%ARCB ASPIRATIONALArcBest Corporation S&P600 S

107.4%ADM MARKETArcher Daniels Midland S&P500 H

122.0%AROC ASPIRATIONALArchrock, Inc. S&P600 S

99.6%ARNC ASPIRATIONALArconic Inc. S&P500 H

120.1%ANET ASPIRATIONALArista Networks S&P500 S

104.7%AHH COREArmada Hoffler Properties, Inc S&P600 H

108.5%ARR COREARMOUR Residential REIT, Inc. S&P600 H

106.6%ARRS MARKETARRIS International plc S&P400 H

116.7%ARW MARKETArrow Electronics Inc S&P400 H

110.2%AJG MARKETArthur J Gallagher & Co S&P500 H

137.8%ABG MARKETAsbury Automotive Group S&P600 S

87.6%ASNA ASPIRATIONALAscena Retail Group, Inc. S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

175.5%ASGN ASPIRATIONALASGN INC S&P600 S

126.0%ASH MARKETAshland Inc. S&P400 H

100.6%AHL COREAspen Insurance Hldgs Ltd S&P400 H

37.2%ASRT ASPIRATIONALAssertio Therapeutics, Inc. S&P600 B

109.6%ASB MARKETAssociated Banc-Corp S&P400 H

112.3%AIZ MARKETAssurant, Inc. S&P500 H

86.0%ASTE MARKETAstec Industries, Inc. S&P600 B

80.5%T COREAT&T Inc. S&P500 B

177.6%AAWW ASPIRATIONALAtlas Air Worldwide S&P600 S

110.7%ATO COREAtmos Energy Corp S&P400 H

149.9%ATNI COREATN International, Inc. S&P600 S

175.1%ADSK ASPIRATIONALAutodesk Inc. S&P500 S

136.4%ADP MARKETAutomatic Data Processing Inc. S&P500 S

104.0%AN MARKETAutoNation Inc. S&P400 H

124.5%AZO COREAutoZone Inc. S&P500 H

99.6%AVB COREAvalonbay Communities S&P500 H

159.3%AVNS MARKETAvanos Medical, Inc. S&P400 S

115.5%AVY MARKETAvery Dennison Corp. S&P500 H

142.4%CAR ASPIRATIONALAvis Budget Group, Inc. S&P400 S

109.8%AVA COREAvista Corp S&P600 H

114.2%AVT MARKETAvnet Inc S&P400 H

66.3%AVP ASPIRATIONALAvon Products, Inc. S&P600 B

70.7%ACLS ASPIRATIONALAxcelis Technologies Inc S&P600 B

206.7%AAXN MARKETAxon Enterprise, Inc. S&P600 S

106.4%AZZ MARKETAZZ, Inc. S&P600 H

86.5%BGS COREB&G Foods, Inc. S&P600 H

168.6%BMI MARKETBadger Meter Inc. S&P600 S

86.1%BHGE MARKETBaker Hughes, a GE Co. Cl A S&P500 H

114.4%BCPC MARKETBalchem Corporation S&P600 H

105.4%BLL MARKETBall Corporation S&P500 H

99.5%BANC MARKETBanc of California, Inc. S&P600 H

111.8%BXS ASPIRATIONALBancorpSouth, Inc. S&P400 H

88.1%BAC ASPIRATIONALBank of America Corp S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

108.7%BOH MARKETBank of Hawaii Corp S&P400 H

90.0%BK MARKETBank of New York Mellon Corp. S&P500 H

70.5%OZK ASPIRATIONALBank OZK S&P400 B

111.2%BANR MARKETBanner Corp. S&P600 H

69.5%BNED MARKETBarnes & Noble Education, Inc. S&P600 B

45.5%BKS MARKETBarnes & Noble Inc. S&P600 B

126.3%B MARKETBarnes Group Inc. S&P600 H

133.1%BAX MARKETBaxter International S&P500 S

98.6%BBT MARKETBB&T Corp S&P500 H

122.9%BDX MARKETBecton Dickinson & Co. S&P500 H

44.3%BBBY MARKETBed Bath & Beyond Inc S&P400 B

127.0%BELFB MARKETBel Fuse cl B S&P600 S

115.4%BDC ASPIRATIONALBelden Inc. S&P400 H

237.9%BEL MARKETBelmond Ltd. Class A S&P600 S

111.9%BMS COREBemis Company Inc. S&P400 H

121.4%BHE MARKETBenchmark Electronics, Inc. S&P600 H

116.3%BRK/B MARKETBerkshire Hathaway cl B S&P500 H

98.7%BHLB MARKETBerkshire Hills Bancorp, Inc. S&P600 H

121.9%BBY MARKETBest Buy Co., Inc. S&P500 H

53.5%BGFV COREBig 5 Sporting Goods Corp S&P600 B

89.8%BIG COREBig Lots Inc S&P400 H

113.8%BIIB MARKETBiogen Inc. S&P500 H

200.5%BIO MARKETBio-Rad Laboratories Cl A S&P400 S

147.7%TECH MARKETBio-Techne Corp S&P400 S

250.8%BEAT MARKETBioTelemetry, Inc. S&P600 S

159.1%BJRI MARKETBJ's Restaurants, Inc. S&P600 S

91.8%BKH COREBlack Hills Corporation S&P400 H

90.9%BLKB MARKETBlackbaud, Inc. S&P400 H

86.9%BLK ASPIRATIONALBlackrock Inc. S&P500 H

219.7%BCOR MARKETBlucora, Inc. S&P600 S

105.8%BA MARKETBoeing Company S&P500 H

112.8%BOFI ASPIRATIONALBofl Holding, Inc. S&P600 H

124.1%BCC ASPIRATIONALBoise Cascade LLC S&P600 S

108.2%BCEI ASPIRATIONALBonanza Creek Energy Inc S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

103.4%BKNG MARKETBooking Holdings Inc. S&P500 H

80.3%BWA ASPIRATIONALBorgWarner Inc. S&P500 B

190.5%SAM COREBoston Beer Co. Inc. S&P400 S

95.7%BPFH MARKETBoston Private Financial S&P600 H

99.2%BXP COREBoston Properties, Inc. S&P500 H

163.6%BSX MARKETBoston Scientific Corp S&P500 S

235.3%EPAY MARKETBottomline Technologies S&P600 S

122.1%BYD ASPIRATIONALBoyd Gaming Corporation S&P400 S

114.4%BRC MARKETBrady Corp Cl A S&P600 H

101.3%BGG MARKETBriggs & Stratton Corp. S&P600 H

73.1%BHF MARKETBrighthouse Financial, Inc. S&P500 B

109.2%EAT COREBrinker International S&P400 H

98.3%BMY COREBristol-Myers Squibb Co. S&P500 H

61.7%BRS ASPIRATIONALBristow Group, Inc. S&P600 B

87.4%AVGO MARKETBroadcom Limited S&P500 H

173.4%BR MARKETBroadridge Fncl Solutions S&P500 S

180.0%BRKL MARKETBrookline Bancorp, Inc. S&P600 S

144.9%BRKS ASPIRATIONALBrooks Automation Inc S&P600 S

133.8%BRO COREBrown & Brown Inc S&P400 SW

91.1%BF/B COREBrown-Forman cl B S&P500 H

114.9%BC ASPIRATIONALBrunswick Corporation S&P400 H

69.8%BKE MARKETBuckle Inc. S&P600 B

88.8%CJ ASPIRATIONALC&J Energy Svcs Inc New S&P600 H

127.9%CHRW COREC.H. Robinson Worldwide, Inc. S&P500 H

121.8%CA MARKETCA, Inc. S&P500 S

128.7%CABO CORECable ONE S&P400 H

114.3%CBT MARKETCabot Corporation S&P400 H

106.4%CCMP MARKETCabot Microelectronics S&P600 H

84.3%COG MARKETCabot Oil & Gas Corp S&P500 H

190.6%CACI MARKETCACI International, Inc. S&P600 S

166.2%CDNS MARKETCadence Design Systems, Inc. S&P500 S

153.1%CAMP MARKETCalAmp Corp. S&P600 S

124.0%CVGW CORECalavo Growers, Inc. S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

107.1%CAL MARKETCaleres, Inc. S&P600 H

113.5%CWT CORECalifornia Water Srvc Grp S&P600 H

110.0%ELY MARKETCallaway Golf Company S&P600 H

33.6%CPE ASPIRATIONALCallon Petroleum Co. S&P400 B

136.5%CALM CORECal-Maine Foods Inc. S&P600 S

116.6%CBM MARKETCambrex Corporation S&P600 H

113.6%CPT CORECamden Property Trust S&P400 H

81.7%CPB CORECampbell Soup Company S&P500 B

87.5%CMD MARKETCantel Medical Corp. S&P400 H

90.9%COF ASPIRATIONALCapital One Financial Corp. S&P500 H

95.1%CMO CORECapstead Mortgage Corp S&P600 H

46.1%CRR ASPIRATIONALCarbo Ceramics Inc. S&P600 B

76.6%CAH MARKETCardinal Health Inc. S&P500 B

99.0%CATM MARKETCardtronics plc Cl A S&P600 H

215.1%CECO ASPIRATIONALCareer Education Corp S&P600 S

95.9%CTRE CORECareTrust REIT, Inc. S&P600 H

105.7%CSL MARKETCarlisle Companies Inc. S&P400 H

137.3%KMX MARKETCarMax Inc. S&P500 S

92.1%CCL MARKETCarnival Corporation S&P500 H

170.0%CRS ASPIRATIONALCarpenter Technology Corp S&P400 S

99.3%CRZO ASPIRATIONALCarrizo Oil & Gas Inc. S&P600 H

99.8%CARS CORECars.com Inc. S&P400 H

83.7%CRI CORECarters Inc S&P400 H

98.1%CASY CORECasey's General Stores, Inc. S&P400 H

140.0%CTLT MARKETCatalent, Inc. S&P400 S

157.3%CAT ASPIRATIONALCaterpillar Inc S&P500 S

100.7%CATY MARKETCathay General Bancorp S&P400 H

81.9%CATO MARKETCato Corporation Cl A S&P600 B

160.0%CVCO ASPIRATIONALCavco Industries Inc. S&P600 S

55.3%CBL MARKETCBL & Associates Properties S&P600 B

85.0%CBOE CORECboe Global Markets, Inc. S&P500 B

133.9%CBRE ASPIRATIONALCBRE Group, Inc. S&P500 S

81.5%CBS MARKETCBS Corp. cl B S&P500 B

95.1%CDK MARKETCDK Global, Inc. S&P400 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

75.8%CDR CORECedar Realty Trust Inc S&P600 B

80.3%CELG MARKETCelgene Corp. S&P500 B

145.3%CNC MARKETCentene Corporation S&P500 S

99.7%CNP CORECenterPoint Energy Inc S&P500 H

122.6%CENT MARKETCentral Garden & Pet Co. S&P600 S

123.7%CENTA MARKETCentral Garden&Pet cl A S&P600 S

94.2%CPF MARKETCentral Pacific Financial Corp S&P600 H

133.6%CENX ASPIRATIONALCentury Aluminum Co. S&P600 S

84.6%CTL MARKETCenturyLink, Inc. S&P500 H

110.0%CERN MARKETCerner Corporation S&P500 H

100.5%CEVA MARKETCEVA Inc S&P600 H

159.2%CF MARKETCF Industries Holdings, Inc. S&P500 S

156.9%CRL MARKETCharles River Laboratories S&P400 S

97.1%SCHW ASPIRATIONALCharles Schwab Corp S&P500 H

181.4%GTLS ASPIRATIONALChart Industries, Inc. S&P600 S

83.4%CHTR MARKETCharter Communications cl A S&P500 B

97.5%CLDT MARKETChatham Lodging Trust S&P600 H

98.1%CAKE CORECheesecake Factory Inc. S&P400 H

131.1%CHE MARKETChemed Corporation S&P400 S

90.3%CHFC MARKETChemical Financial Corp. S&P400 H

167.9%CC ASPIRATIONALChemours Company S&P400 S

81.2%CHK ASPIRATIONALChesapeake Energy Corp S&P400 H

110.8%CHSP MARKETChesapeake Lodging Trust S&P600 H

145.9%CVX MARKETChevron Corp S&P500 S

78.7%CHS COREChico's FAS, Inc. S&P600 B

97.9%PLCE COREChildren's Place, Inc. (The) S&P600 H

146.2%CMG COREChipotle Mexican Grill S&P500 S

96.7%CB MARKETChubb Limited S&P500 H

114.0%CHD COREChurch & Dwight Co Inc S&P500 H

126.3%CHDN MARKETChurchill Downs Inc S&P400 S

101.2%CHUY COREChuy's Holdings, Inc. S&P600 H

129.0%CIEN MARKETCiena Corporation S&P400 S

110.2%CI CORECigna Corporation S&P500 H

90.9%XEC MARKETCimarex Energy Co S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

89.3%CBB MARKETCincinnati Bell Inc. S&P600 B

121.3%CINF MARKETCincinnati Financial Corp S&P500 H

100.4%CNK CORECinemark Holdings Inc S&P400 H

263.9%CTAS MARKETCintas Corporation S&P500 S

96.0%CIR ASPIRATIONALCIRCOR International Inc. S&P600 H

89.8%CRUS MARKETCirrus Logic Inc. S&P400 H

143.3%CSCO MARKETCisco Systems Inc. S&P500 S

80.6%C ASPIRATIONALCitigroup Inc. S&P500 B

114.4%CFG ASPIRATIONALCitizens Financial Group Inc/r S&P500 H

167.6%CTXS MARKETCitrix Systems Inc. S&P500 S

120.4%CHCO MARKETCity Holding Company S&P600 H

188.4%CLH MARKETClean Harbors, Inc. S&P400 S

68.3%CLW MARKETClearwater Paper Corp S&P600 B

111.7%CLX COREClorox Company S&P500 H

115.0%CLD ASPIRATIONALCloud Peak Energy Inc. S&P600 H

111.9%CME MARKETCME Group Inc. S&P500 H

112.5%CMS CORECMS Energy Corp S&P500 H

108.1%CNO MARKETCNO Financial Group, Inc. S&P400 H

186.0%CNX ASPIRATIONALCNX Resources Corporation S&P400 S

87.5%COKE CORECoca-Cola Bottling Cl A S&P600 B

104.0%KO CORECoca-Cola Company S&P500 H

127.8%CCOI MARKETCogent Communications Holdings S&P600 H

95.7%CGNX MARKETCognex Corporation S&P400 H

95.8%CTSH MARKETCognizant Tech Solutions S&P500 H

91.4%COHR ASPIRATIONALCoherent Inc. S&P400 H

102.5%COHU MARKETCohu, Inc. S&P600 H

93.1%CL COREColgate-Palmolive Co S&P500 H

97.0%COLB MARKETColumbia Banking System S&P600 H

87.6%CMCSA MARKETComcast cl A S&P500 H

127.1%CMA ASPIRATIONALComerica, Inc. S&P500 S

138.5%FIX MARKETComfort Systems USA S&P600 S

125.2%CBSH MARKETCommerce Bancshares Inc S&P400 H

118.7%CMC ASPIRATIONALCommercial Metals Co S&P400 S

119.6%CBU MARKETCommunity Bank System Inc S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

29.6%CYH MARKETCommunity Health Systems S&P600 B

110.6%CHCT CORECommunity Healthcare Trust Inc S&P600 H

212.0%CVLT MARKETCommVault Systems, Inc. S&P400 S

78.7%CMP MARKETCompass Minerals Intl Inc S&P400 B

93.9%CPSI COREComputer Programs & Systems S&P600 H

140.1%CMTL MARKETComtech Telecommunications S&P600 S

106.6%CAG COREConagra Brands Inc. S&P500 H

189.6%CXO ASPIRATIONALConcho Resources Inc. S&P500 S

125.5%CNMD CORECONMED Corporation S&P600 H

138.3%COP ASPIRATIONALConocoPhillips S&P500 S

163.5%CEIX MARKETCONSOL Energy Inc. S&P600 S

40.4%CNSL MARKETConsolidated Comm Hldgs S&P600 B

108.5%ED COREConsolidated Edison, Inc. S&P500 H

91.1%STZ COREConstellation Brands Inc S&P500 H

161.3%CTRL ASPIRATIONALControl4 Corporation S&P600 S

107.0%CVG MARKETConvergys Corporation S&P400 H

119.7%COO CORECooper Companies, Inc. S&P500 H

48.7%CTB MARKETCooper Tire & Rubber Co. S&P600 B

128.0%CPS MARKETCooper-Standard Holdings Inc. S&P600 S

186.0%CPRT MARKETCopart, Inc. (DE) S&P500 S

67.6%CORT ASPIRATIONALCorcept Therapeutics Inc S&P600 B

109.1%CLB MARKETCore Laboratories N.V S&P400 H

82.1%CORE CORECore Mark Hldg Co. Inc. S&P600 B

136.8%CLGX MARKETCoreLogic, Inc. S&P400 S

100.3%COR CORECoreSite Realty Corp S&P400 H

119.8%GLW MARKETCorning Inc. S&P500 H

146.1%OFC CORECorporate Office Properties S&P400 S

103.0%CXW MARKETCorrections Corp of America S&P400 H

142.1%CRVL MARKETCorVel Corporation S&P600 S

123.3%COST CORECostco Wholesale Corp S&P500 H

64.7%COTY CORECoty, Inc. S&P500 B

115.9%CUZ MARKETCousins Properties Inc S&P400 H

92.0%CBRL CORECracker Barrel Old Cntry Store S&P400 H

110.6%CR MARKETCrane Company S&P400 H

Monday, September 10, 2018 Page 12 of 47

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

50.4%CRAY ASPIRATIONALCray Inc S&P600 B

121.5%CREE MARKETCree Inc. S&P400 S

173.3%CROX MARKETCrocs, Inc. S&P600 S

80.0%CCRN MARKETCross Country Healthcare Inc S&P600 B

104.9%CCI CORECrown Castle International S&P500 H

203.2%CRY MARKETCryoLife Inc. S&P600 S

82.2%CSGS MARKETCSG Systems International S&P600 B

110.5%CSX MARKETCSX Corporation S&P500 H

151.3%CTS MARKETCTS Corp S&P600 S

156.4%CUB MARKETCubic Corporation S&P600 S

126.6%CFR ASPIRATIONALCullen/Frost Bankers, Inc. S&P400 S

92.7%CMI MARKETCummins Inc. S&P500 H

118.2%CW MARKETCurtiss-Wright Corp. S&P400 H

90.9%CUBI MARKETCustomers Bancorp Inc S&P600 H

69.9%CUTR MARKETCutera, Inc. S&P600 B

114.6%CVBF MARKETCVB Financial Corp. S&P600 H

85.5%CVS MARKETCVS Health Corporation S&P500 B

108.4%CY ASPIRATIONALCypress Semiconductor S&P400 H

123.2%CONE CORECyrusOne Inc S&P400 H

67.1%CYTK MARKETCytokinetics Inc S&P600 B

87.8%DHI MARKETD.R. Horton Inc. S&P500 H

97.9%DAKT MARKETDaktronics, Inc. S&P600 H

66.7%DAN ASPIRATIONALDana Incorporated S&P400 B

110.1%DHR MARKETDanaher Corporation S&P500 H

198.0%DRI COREDarden Restaurants Inc S&P500 S

137.0%DAR MARKETDarling Ingredients Inc. S&P600 S

141.4%PLAY MARKETDave & Buster's Entertainment S&P600 SW

115.0%DVA COREDaVita HealthCare Partners Inc S&P500 H

108.7%DCT COREDCT Industrial Trust, Inc. Other H

56.8%DF COREDean Foods Co S&P600 B

150.3%DECK MARKETDeckers Outdoor Corp. S&P400 S

101.5%DE MARKETDeere & Company S&P500 H

214.4%DLPH MARKETDelphi Technologies PLC S&P400 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

94.1%DAL MARKETDelta Air Lines, Inc. S&P500 H

89.8%DLX MARKETDeluxe Corporation S&P400 H

171.3%DNR ASPIRATIONALDenbury Resources Inc. S&P600 S

72.0%XRAY COREDENTSPLY SIRONA Inc. S&P500 B

116.1%DVN ASPIRATIONALDevon Energy Corp S&P500 S

133.8%DO ASPIRATIONALDiamond Offshore Drilling Inc. S&P400 S

106.7%DRH MARKETDiamondrock Hospitality Co. S&P600 H

93.5%DKS MARKETDicks Sporting Goods Inc S&P400 H

25.0%DBD ASPIRATIONALDiebold Incorporated S&P600 B

145.0%DGII MARKETDigi International Inc. S&P600 S

111.9%DLR COREDigital Realty Trust, Inc S&P500 H

112.6%DDS MARKETDillards Inc cl A S&P400 H

94.7%DCOM MARKETDime Community Bancshares S&P600 H

151.5%DIN COREDineEquity, Inc. S&P600 S

148.3%DIOD MARKETDiodes Inc. S&P600 S

79.0%DPLO MARKETDiplomat Pharmacy, Inc S&P600 B

109.5%DFS MARKETDiscover Financial Services S&P500 H

106.0%DISCK MARKETDiscovery Communications C S&P500 H

110.5%DISCA MARKETDiscovery, Inc. Series A S&P500 H

82.2%DISH MARKETDISH Network Corp cl A S&P500 B

115.8%DG COREDollar General Corp. S&P500 H

98.9%DLTR MARKETDollar Tree, Inc. S&P500 H

89.2%D COREDominion Energy, Inc. S&P500 B

162.3%DPZ MARKETDomino's Pizza, Inc. S&P400 S

123.2%UFS MARKETDomtar Corp. S&P400 H

134.4%DCI MARKETDonaldson Co. Inc. S&P400 SW

124.1%DFIN MARKETDonnelley Financial Slt Inc. S&P600 H

133.4%DORM MARKETDorman Products, Inc. S&P600 S

101.9%DEI COREDouglas Emmett, Inc. S&P400 H

102.8%DOV MARKETDover Corporation S&P500 H

113.0%DWDP MARKETDowDuPont Inc. S&P500 H

105.3%DRQ MARKETDril-Quip Inc. S&P400 H

137.8%DSPG MARKETDSP Group Inc. S&P600 S

152.8%DSW MARKETDSW Inc. S&P600 S

Monday, September 10, 2018 Page 14 of 47

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

116.3%DTE COREDTE Energy Company S&P500 H

99.4%DUK COREDuke Energy Corp S&P500 H

124.0%DRE COREDuke Realty Corp S&P500 H

117.4%DNB MARKETDun & Bradstreet Corp S&P400 H

114.8%DNKN COREDunkin' Brands Group, Inc. S&P400 H

92.7%DXC MARKETDXC Technology S&P500 H

173.1%DXPE ASPIRATIONALDXP Enterprises Inc. S&P600 S

69.9%DY ASPIRATIONALDycom Industries Inc S&P400 B

145.8%ETFC ASPIRATIONALE*TRADE Financial Corp S&P500 S

99.3%SSP MARKETE.W. Scripps Cl A S&P600 H

87.3%EXP ASPIRATIONALEagle Materials, Inc. S&P400 H

95.2%EGRX MARKETEagle Pharmaceuticals, Inc. S&P600 H

192.0%EWBC ASPIRATIONALEast West Bancorp, Inc. S&P400 S

95.7%DEA COREEasterly Government Properties S&P600 H

112.9%EGP COREEastGroup Properties S&P600 H

100.5%EMN MARKETEastman Chemical Co. S&P500 H

105.8%ETN MARKETEaton Corporation, plc S&P500 H

91.5%EV ASPIRATIONALEaton Vance Corp. S&P400 H

116.1%EBAY MARKETeBay Inc. S&P500 H

104.7%EBIX MARKETEbix Inc S&P600 H

190.3%ECHO MARKETEcho Global Logistics, Inc. S&P600 S

117.8%ECL MARKETEcolab Inc S&P500 H

97.3%EPC MARKETEdgewell Personal Care Company S&P400 H

105.4%EIX COREEdison International S&P500 H

84.5%EDR COREEducation Realty Trust Inc. S&P400 H

161.6%EW MARKETEdwards Lifesciences Corp. S&P500 S

187.1%EHTH MARKETeHealth, Inc. S&P600 S

120.9%EE COREEl Paso Electric Co. S&P600 H

126.8%LOCO MARKETEl Pollo Loco Holdings, Inc. S&P600 H

172.6%ESIO MARKETElectro Scientific Industries S&P600 S

120.4%EA MARKETElectronic Arts Inc. S&P500 S

94.5%EFII MARKETElectronics for Imaging Inc. S&P600 H

125.4%LLY MARKETEli Lilly & Co. S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

106.1%EME MARKETEMCOR Group Inc. S&P400 H

147.3%EBS MARKETEmergent Biosolutions, Inc. S&P600 S

112.1%EMR MARKETEmerson Electric Co. S&P500 H

103.6%EIG MARKETEmployers Holdings, Inc. S&P600 H

181.2%ENTA MARKETEnanta Pharmaceuticals, Inc. S&P600 S

149.8%EHC COREEncompass Health Corporation S&P400 S

106.1%ECPG MARKETEncore Capital Group, Inc. S&P600 H

108.1%WIRE ASPIRATIONALEncore Wire Corporation S&P600 H

151.0%ENDP ASPIRATIONALEndo International plc S&P600 S

108.0%EGN ASPIRATIONALEnergen Corporation S&P400 H

174.2%ENR MARKETEnergizer Holdings S&P400 S

128.5%ENS MARKETEnerSys Inc S&P400 S

93.2%EGL ASPIRATIONALEngility Holdings, Inc. S&P600 H

221.0%ENVA MARKETEnova International, Inc. S&P600 S

129.7%NPO MARKETEnPro Industries, Inc. S&P600 S

128.4%ESV ASPIRATIONALEnsco plc cl A S&P400 S

126.0%ENSG MARKETEnsign Group, Inc. (The) S&P600 S

117.2%ETR COREEntergy Corp S&P500 H

126.0%EVHC COREEnvision Healthcare Hldg Inc. S&P500 H

139.2%EOG MARKETEOG Resources Inc S&P500 S

166.9%PLUS MARKETePlus Inc. S&P600 S

89.1%EPR COREEPR Properties S&P400 B

92.0%EQT MARKETEQT Corporation S&P500 H

109.5%EFX MARKETEquifax Inc S&P500 H

102.5%EQIX COREEquinix Inc S&P500 H

106.2%EQR COREEquity Residential Properties S&P500 H

90.1%ERA ASPIRATIONALEra Group Inc. S&P600 H

131.6%ESE MARKETEsco Technologies Inc S&P600 S

68.5%ESND MARKETEssendant Inc. S&P600 B

91.6%ESS COREEssex Property Trust S&P500 H

113.7%EL MARKETEstee Lauder Cos Inc S&P500 H

128.8%ESL ASPIRATIONALEsterline Technologies Corp. S&P400 S

82.2%ETH MARKETEthan Allen Interiors, Inc. S&P600 H

97.4%EVR ASPIRATIONALEvercore Partners, Inc. S&P400 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

107.5%RE COREEverest Re Group Ltd S&P500 H

155.1%EVRG COREEvergy Inc. S&P500 S

115.5%ES COREEversource Energy S&P500 H

160.3%EVTC MARKETEvertec, Inc. S&P600 S

58.2%EXEL ASPIRATIONALExelixis Inc. S&P400 B

113.7%EXC COREExelon Corp S&P500 H

127.0%EXLS MARKETExlService Holdings, Inc. S&P600 H

81.4%EXPE MARKETExpedia, Inc. S&P500 B

117.9%EXPD MARKETExpeditors International of WA S&P500 H

106.3%EXPO MARKETExponent Inc S&P600 H

118.7%ESRX MARKETExpress Scripts Holding Co. S&P500 H

83.8%EXPR MARKETExpress, Inc. S&P600 B

119.6%EXTN ASPIRATIONALExterran Corporation S&P600 S

94.6%EXR COREExtra Space Storage Inc. S&P500 H

58.0%EXTR MARKETExtreme Networks Inc. S&P600 B

101.8%XOM MARKETExxon Mobil Corporation S&P500 H

152.9%EZPW MARKETEZCORP Inc S&P600 S

89.5%FNB MARKETF.N.B Corporation PA S&P400 H

128.5%FFIV MARKETF5 Networks Inc. S&P500 H

115.7%FN MARKETFabrinet S&P600 H

90.8%FB MARKETFacebook, Inc. cl A S&P500 H

131.1%FDS MARKETFactSet Research Systems, Inc. S&P400 SW

213.8%FICO MARKETFair Isaac Corp S&P400 S

212.4%FARO ASPIRATIONALFaro Technologies Inc S&P600 S

103.5%FAST MARKETFastenal Company S&P500 H

97.2%FRT COREFederal Realty Investment S&P500 H

132.6%FSS MARKETFederal Signal Corp. S&P600 S

72.3%FII MARKETFederated Investors Inc. S&P400 B

90.2%FDX MARKETFedEx Corp S&P500 H

109.8%FIS MARKETFidelity National Info Srv S&P500 H

185.8%LION MARKETFidelity Southern Corp S&P600 S

128.3%FRGI MARKETFiesta Restaurant Group, Inc. S&P600 S

95.2%FITB ASPIRATIONALFifth Third Bancorp S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

78.1%FNSR MARKETFinisar Corporation S&P600 B

104.7%FAF MARKETFirst American Financial Corp S&P400 H

170.0%FBP ASPIRATIONALFirst Bancorp (PR) S&P600 S

107.8%FCFS MARKETFirst Cash Fncl Svcs Inc. S&P600 H

119.4%FCF MARKETFirst Commonwealth Financial S&P600 H

120.4%FFBC MARKETFirst Financial Bancorp. S&P600 H

244.2%FFIN MARKETFirst Financial Bankshares S&P600 S

91.5%FHN MARKETFirst Horizon National Corp S&P400 H

100.9%FR COREFirst Industrial Realty Trust S&P400 H

118.0%FMBI MARKETFirst Midwest Bancorp S&P600 H

161.8%FSLR ASPIRATIONALFirst Solar, Inc. S&P400 S

105.4%FE COREFirstEnergy Corporation S&P500 H

154.6%FISV MARKETFiserv Inc. S&P500 S

175.0%FIVE MARKETFive Below, Inc. S&P400 S

120.1%FLT MARKETFleetCor Technologies, Inc. S&P500 S

137.1%FLIR MARKETFLIR Systems Inc. S&P500 S

19.5%FTK ASPIRATIONALFlotek Industries Inc S&P600 B

96.3%FLO COREFlowers Foods Inc S&P400 H

116.6%FLS ASPIRATIONALFlowserve Corporation S&P500 H

110.5%FLR MARKETFluor Corporation S&P500 H

107.7%FMC ASPIRATIONALFMC Corporation S&P500 H

98.3%FTI ASPIRATIONALFMC Technologies Inc S&P500 H

85.9%FL MARKETFoot Locker Inc S&P500 H

67.4%F MARKETFord Motor Company S&P500 B

139.0%FORM ASPIRATIONALFormFactor Inc S&P600 S

127.0%FORR MARKETForrester Research Inc. S&P600 S

193.2%FTNT MARKETFortinet, Inc. S&P400 S

138.0%FTV MARKETFortive Corporation S&P500 S

79.3%FBHS MARKETFortune Brands Hm & Sec. S&P500 B

113.1%FWRD MARKETForward Air Corp S&P600 H

55.0%FOSL ASPIRATIONALFossil Group, Inc. S&P600 B

121.8%FCPT COREFour Corners Property Trust S&P600 H

227.8%FOXF MARKETFox Factory Holding Corp. S&P600 S

47.3%FRAN MARKETFrancesca's Holdings Corp S&P600 B

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

113.6%FELE ASPIRATIONALFranklin Electric Co. S&P600 H

122.8%FSB MARKETFranklin Financial Network Inc S&P600 H

77.6%BEN ASPIRATIONALFranklin Resources, Inc. S&P500 B

85.7%FSP COREFranklin Street Propertie Corp S&P600 H

113.1%FCX ASPIRATIONALFreeport-McMoRan Inc. S&P500 S

65.8%FTR ASPIRATIONALFrontier Communications Corp. S&P600 B

20.9%FTD MARKETFTD Companies, Inc. S&P600 B

175.0%FCN MARKETFTI Consulting, Inc. S&P600 S

150.0%FULT MARKETFulton Financial Corp S&P400 S

118.3%FF MARKETFutureFuel Corp S&P600 H

62.1%GME MARKETGamestop Corp S&P600 B

91.3%GCI MARKETGannett Co. Inc. S&P600 H

93.6%GPS MARKETGap Inc. S&P500 H

121.1%GRMN MARKETGarmin Ltd S&P500 H

111.3%IT MARKETGartner, Inc. S&P500 H

237.9%GATX MARKETGATX Corporation S&P400 S

98.1%GD MARKETGeneral Dynamics Corp. S&P500 H

65.8%GE MARKETGeneral Electric Company S&P500 B

87.1%GIS COREGeneral Mills Inc. S&P500 B

80.0%GM MARKETGeneral Motors Company S&P500 B

120.5%GCO MARKETGenesco Inc. S&P600 S

124.0%GWR ASPIRATIONALGenesee & Wyoming Inc S&P400 H

98.0%GNTX MARKETGentex Corporation S&P400 H

136.3%THRM ASPIRATIONALGentherm Inc S&P600 S

101.2%GPC MARKETGenuine Parts Company S&P500 H

114.0%GNW ASPIRATIONALGenworth Financial Inc S&P400 H

80.5%GEO MARKETGeo Group Inc S&P400 B

111.3%GEOS ASPIRATIONALGeospace Technologies Corp S&P600 H

121.7%GTY COREGetty Realty Corp S&P600 H

145.3%ROCK MARKETGibraltar Industries, Inc. S&P600 S

109.6%GIII MARKETG-III Apparel Group Ltd. S&P600 H

81.9%GILD MARKETGilead Sciences Inc. S&P500 B

218.3%GBCI MARKETGlacier Bancorp, Inc. S&P600 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

108.2%GNL COREGlobal Net Lease, Inc. S&P600 H

117.2%GPN MARKETGlobal Payments Inc. S&P500 H

172.4%GMED MARKETGlobus Medical, Inc. S&P400 S

97.7%GS ASPIRATIONALGoldman Sachs Group Inc S&P500 H

87.0%GT MARKETGoodyear Tire & Rubber S&P500 H

99.0%GOV COREGovernment Properties In Trust S&P600 H

88.0%GGG MARKETGraco Inc S&P400 B

200.1%GHC COREGraham Holdings Company S&P400 S

73.7%GVA MARKETGranite Construction Inc S&P400 B

96.5%GPMT COREGranite Point Mortgage Tr Inc. S&P600 H

112.9%GWB MARKETGreat Western Bancorp, Inc. S&P600 H

123.9%GNBC MARKETGreen Bancorp, Inc. S&P600 S

210.1%GDOT MARKETGreen Dot Corp cl A S&P600 S

74.8%GPRE ASPIRATIONALGreen Plains Inc. S&P600 B

125.9%GBX ASPIRATIONALGreenbrier Companies S&P600 S

116.1%GHL ASPIRATIONALGreenhill & Co Inc. S&P600 S

104.9%GEF ASPIRATIONALGreif Inc cl A S&P400 H

70.8%GFF MARKETGriffon Corp S&P600 B

99.7%GPI MARKETGroup 1 Automotive, Inc. S&P600 H

143.4%GES MARKETGuess? Inc. S&P600 S

113.8%GIFI COREGulf Island Fabrication S&P600 H

94.5%GPOR MARKETGulfport Energy Corp S&P400 H

77.8%HRB COREH&R Block Inc. S&P500 B

109.4%FUL MARKETH.B. Fuller Company S&P600 H

222.3%HAE MARKETHaemonetics Corporation S&P400 S

82.1%HAIN MARKETHain Celestial Group Inc. S&P400 B

87.8%HAL MARKETHalliburton Company S&P500 H

108.8%HWC ASPIRATIONALHancock Whitney Corporation S&P400 H

67.9%HBI MARKETHanesbrands, Inc. S&P500 B

81.1%HAFC MARKETHanmi Financial Corp S&P600 B

119.2%THG COREHanover Insurance Grp (The) S&P400 H

91.8%HOG MARKETHarley-Davidson, Inc. S&P500 H

127.5%HLIT MARKETHarmonic, Inc. S&P600 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

134.6%HRS MARKETHarris Corporation S&P500 S

218.1%HSC ASPIRATIONALHarsco Corporation S&P600 S

106.1%HIG MARKETHartford Financial Services S&P500 H

105.2%HAS COREHasbro Inc. S&P500 H

91.3%HVT MARKETHaverty Furniture Cos. S&P600 H

109.5%HE COREHawaiian Electric Industries S&P400 H

82.2%HA MARKETHawaiian Holdings Inc. S&P600 H

111.9%HWKN MARKETHawkins Inc S&P600 H

110.9%HAYN MARKETHaynes International, Inc. S&P600 H

131.0%HCA MARKETHCA Healthcare, Inc. S&P500 S

109.2%HCI MARKETHCI Group, Inc. S&P600 H

117.3%HCP COREHCP, Inc. S&P500 H

99.0%HR COREHealthcare Realty Trust Inc. S&P400 H

88.8%HCSG MARKETHealthcare Services Group S&P400 H

180.0%HQY MARKETHealthEquity, Inc. S&P600 S

130.3%HSTM MARKETHealthStream Inc. S&P600 S

108.9%HTLD MARKETHeartland Express, Inc. S&P600 H

81.3%HSII MARKETHeidrick & Struggles S&P600 B

171.4%HELE MARKETHelen of Troy Limited S&P400 S

126.0%HLX ASPIRATIONALHelix Energy Solutions S&P600 S

121.0%HP ASPIRATIONALHelmerich & Payne Inc S&P500 H

132.0%HSIC MARKETHenry Schein Inc. S&P500 S

91.3%HFWA MARKETHeritage Financial Corp S&P600 H

97.8%MLHR MARKETHerman Miller Inc. S&P400 H

117.9%HT MARKETHersha Hospitality Trust S&P600 H

92.2%HSY COREHershey Co. S&P500 H

129.9%HSKA COREHeska Corp S&P600 S

139.9%HES ASPIRATIONALHess Corporation S&P500 S

97.2%HPE ASPIRATIONALHewlett Packard Enterprise Co S&P500 H

133.6%HF MARKETHFF, Inc. S&P600 S

76.1%HIBB MARKETHibbett Sports, Inc. S&P600 B

130.8%HPR ASPIRATIONALHigh Point Resources Corp. S&P600 S

94.0%HIW COREHighwoods Properties, Inc. S&P400 H

122.7%HI MARKETHillenbrand Inc. S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

113.5%HRC MARKETHill-Rom Holdings Inc. S&P400 H

122.1%HLT MARKETHilton Worldwide Holdings Inc. S&P500 H

191.6%HMSY MARKETHMS Holdings Corp S&P600 S

99.6%HNI ASPIRATIONALHNI Corporation S&P400 H

138.5%HFC ASPIRATIONALHollyFrontier Corporation S&P500 S

113.9%HOLX MARKETHologic Inc. S&P500 H

137.9%HOMB MARKETHome BancShares, Inc. S&P400 S

105.6%HD MARKETHome Depot Inc. S&P500 H

104.4%HMST MARKETHomestreet Inc S&P600 H

111.6%HON MARKETHoneywell Intl Inc S&P500 H

86.9%HOPE MARKETHope Bancorp, Inc. S&P600 H

111.0%HMN MARKETHorace Mann Educators S&P600 H

108.6%HRL COREHormel Foods Corp S&P500 H

99.6%HPT MARKETHospitality Properties Trust S&P400 H

101.3%HST MARKETHost Hotels & Resorts, Inc. S&P500 H

123.4%HPQ ASPIRATIONALHP Inc. S&P500 H

110.9%HUBG MARKETHub Group Inc. S&P600 H

115.1%HUBB MARKETHubbell Inc S&P400 H

138.0%HUM COREHumana Inc. S&P500 S

148.5%HBAN MARKETHuntington Bancshares, Inc. S&P500 S

186.6%HII MARKETHuntington Ingalls Industries S&P500 S

93.2%IBM MARKETIBM Corp S&P500 H

100.9%ICHR ASPIRATIONALIchor Holdings S&P600 H

137.4%ICUI MARKETICU Medical, Inc. S&P400 S

118.0%IDA COREIDACORP Inc S&P400 H

132.7%IEX MARKETIDEX Corporation S&P400 S

189.3%IDXX MARKETIdexx Laboratories, Inc. S&P500 S

133.7%INFO COREIHS Markit Ltd. S&P500 S

162.9%IIVI MARKETII-VI Inc. S&P600 S

103.4%ILG MARKETILG, Inc Other H

70.9%ITW MARKETIllinois Tool Works Inc. S&P500 B

179.5%ILMN ASPIRATIONALIllumina Inc S&P500 S

68.8%INCY ASPIRATIONALIncyte Corp S&P500 B

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

114.7%IRT COREIndependence Realty Trust, Inc S&P600 H

248.0%INDB MARKETIndependent Bank MA S&P600 S

102.3%IR MARKETIngersoll-Rand Plc S&P500 H

180.6%NGVT MARKETIngevity Corp S&P600 S

74.7%INGR COREIngredion Incorporated S&P400 B

104.4%IPHS MARKETInnophos Holdings, Inc. S&P600 H

120.2%IOSP MARKETInnospec Inc. S&P600 S

91.2%INVA MARKETInnoviva, Inc. S&P600 H

324.1%INGN MARKETInogen, Inc S&P600 S

174.0%NSIT MARKETInsight Enterprises, Inc. S&P600 S

154.7%NSP MARKETInsperity, Inc. S&P600 S

107.5%IBP ASPIRATIONALInstalled Building Products S&P600 H

184.0%IIIN MARKETInsteel Industries, Inc. S&P600 S

269.8%ITGR MARKETInteger Holdings Corporation S&P600 S

113.2%IART COREIntegra LifeSciences Holdings S&P400 H

227.7%IDTI ASPIRATIONALIntegrated Device Technology S&P400 S

107.4%INTC MARKETIntel Corporation S&P500 H

151.0%IPAR MARKETInter Parfums, Inc. S&P600 S

99.1%IBKR ASPIRATIONALInteractive Brokers Group S&P400 H

106.0%ICE MARKETIntercontinental Exchange Inc. S&P500 H

101.8%IDCC MARKETInterDigital, Inc. S&P400 H

91.5%TILE MARKETInterface, Inc. S&P600 H

190.0%IBOC ASPIRATIONALInternational Bancshares S&P400 S

90.2%IFF MARKETInternational Flavors&Frag. S&P500 H

92.6%IP MARKETInternational Paper Co. S&P500 H

112.9%ISCA MARKETInternational Speedway Corp S&P400 H

90.4%IPG MARKETInterpublic Group S&P500 H

128.8%INTL MARKETINTL FCStone Inc. S&P600 S

137.4%INTU MARKETIntuit Inc. S&P500 S

130.9%ISRG MARKETIntuitive Surgical, Inc. S&P500 S

94.4%IVC MARKETInvacare Corporation S&P600 H

69.2%IVZ ASPIRATIONALInvesco Ltd. S&P500 B

103.3%IVR COREInvesco Mortgage Capital Inc. S&P600 H

113.5%ITG MARKETInvestment Technology Grp S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

110.6%IPGP MARKETIPG Photonics Corporation S&P500 H

#######IRDM MARKETIridium Communications Inc S&P600 S

183.5%IRBT ASPIRATIONALiRobot Corp. S&P600 S

98.0%IRM COREIron Mountain Inc. S&P500 H

110.5%STAR MARKETiStar Inc. S&P600 H

168.7%ITRI MARKETItron Inc. S&P600 S

132.5%ITT ASPIRATIONALITT Inc. S&P400 S

104.8%JJSF COREJ&J Snack Foods Corp. S&P600 H

107.0%JBHT MARKETJ.B. Hunt Transport Services S&P500 H

28.5%JCP MARKETJ.C. Penney Company Inc. S&P600 B

99.7%JCOM MARKETj2 Global Inc S&P400 H

104.9%JBL MARKETJabil Inc. S&P400 H

130.8%JKHY COREJack Henry & Associates S&P400 S

101.6%JACK COREJack in the Box Inc. S&P400 H

123.1%JEC MARKETJacobs Engineering Group S&P500 H

109.9%JRVR COREJames River Group Holdings Ltd S&P600 H

120.2%JHG MARKETJanus Henderson Group PLC S&P400 S

160.2%JBGS COREJBG Smith Properties S&P400 S

89.2%JEF MARKETJefferies Financial Group Inc. S&P500 H

94.8%JBLU MARKETJetBlue Airways Corp S&P400 H

83.2%SJM COREJM Smucker Co. S&P500 B

102.7%JBSS COREJohn B Sanfilippo & Son Inc. S&P600 H

118.3%JBT MARKETJohn Bean Technologies S&P600 H

91.3%JW/A MARKETJohn Wiley & Sons Inc. cl A S&P400 H

118.0%JNJ COREJohnson & Johnson S&P500 H

92.5%JCI MARKETJohnson Controls, Inc. S&P500 H

88.6%JLL ASPIRATIONALJones Lang LaSalle Inc S&P400 H

110.8%JPM MARKETJPMorgan Chase & Co S&P500 H

106.5%JNPR MARKETJuniper Networks Inc S&P500 H

109.5%KALU MARKETKaiser Aluminum Corp. S&P600 H

115.4%KAMN COREKaman Corporation S&P600 S

105.0%KSU MARKETKansas City Southern S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

100.6%KS ASPIRATIONALKapStone Paper & Pckging S&P600 H

114.0%KBH ASPIRATIONALKB Home S&P400 H

168.1%KBR ASPIRATIONALKBR, Inc. S&P400 S

96.9%K COREKellogg Company S&P500 H

105.7%KELYA MARKETKelly Services cl A S&P600 H

131.2%KEM ASPIRATIONALKEMET Corporation S&P600 S

255.8%KMPR MARKETKemper Corp S&P400 S

98.8%KMT ASPIRATIONALKennametal Inc. S&P400 H

96.3%KEY ASPIRATIONALKeyCorp S&P500 H

152.9%KEYS MARKETKeysight Technologies Inc S&P400 S

93.9%KRC MARKETKilroy Realty Corp. S&P400 H

97.5%KMB COREKimberly-Clark Corp. S&P500 H

87.4%KIM COREKimco Realty Corp. S&P500 B

103.9%KMI ASPIRATIONALKinder Morgan Inc cl P S&P500 H

134.9%KEX MARKETKirby Corporation S&P400 S

100.4%KIRK MARKETKirklands Inc S&P600 H

83.2%KRG COREKite Realty Group Trust S&P600 B

94.9%KLAC MARKETKLA-Tencor Corp S&P500 H

171.7%KLXI MARKETKLX Inc. S&P400 S

129.4%KNX MARKETKnight-Swift Trnsptn Hldgs Inc S&P400 SW

140.9%KN ASPIRATIONALKnowles Corporation S&P600 S

142.2%KSS MARKETKohl's Corporation S&P500 S

70.7%KOPN ASPIRATIONALKopin Corporation S&P600 B

123.0%KOP ASPIRATIONALKoppers Holdings Inc. S&P600 S

133.3%KFY MARKETKorn/Ferry Int'l S&P600 S

159.4%KRA ASPIRATIONALKraton Corporation S&P600 S

101.8%KR COREKroger Company S&P500 H

138.9%KLIC MARKETKulicke & Soffa Industries S&P600 S

45.8%LB MARKETL Brands, Inc. S&P500 B

112.6%LLL MARKETL3 Technologies, Inc. S&P500 H

110.2%LH MARKETLaboratory Corp of America S&P500 H

77.3%LRCX ASPIRATIONALLam Research Corporation S&P500 BW

88.0%LAMR CORELamar Advertising Co. S&P400 B

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

113.9%LW CORELamb Weston Holdings, Inc. S&P400 H

121.3%LANC CORELancaster Colony Corp S&P400 H

129.2%LSTR MARKETLandstar System Inc. S&P400 H

21.0%LCI ASPIRATIONALLannett Company S&P600 B

101.3%LNTH ASPIRATIONALLantheus Holdings, Inc. S&P600 H

119.4%LHO MARKETLaSalle Hotel Properties S&P400 H

99.7%LZB MARKETLa-Z-Boy Incorporated S&P600 H

84.6%LCII MARKETLCI Industries Inc. S&P600 H

110.7%LTXB ASPIRATIONALLegacyTexas Financial Group S&P600 H

71.6%LM ASPIRATIONALLegg Mason Inc. S&P400 B

97.0%LEG MARKETLeggett & Platt Inc. S&P500 H

133.9%LDOS MARKETLeidos Holdings, Inc. S&P400 S

95.1%LMAT MARKETLeMaitre Vascular, Inc. S&P600 H

81.6%TREE ASPIRATIONALLendingTree, Inc. S&P400 B

81.8%LEN MARKETLennar Corp cl A S&P500 B

112.3%LII MARKETLennox International, Inc. S&P400 H

98.1%LXP CORELexington Realty Trust S&P600 H

103.9%LGIH ASPIRATIONALLGI Homes, Inc. S&P600 H

177.3%LHCG CORELHC Group Inc. S&P600 S

111.6%LPT CORELiberty Property Trust S&P400 H

99.2%LSI CORELife Storage, Inc. S&P400 H

105.4%LPNT MARKETLifePoint Health, Inc. S&P400 H

273.7%LGND MARKETLigand Pharmaceuticals S&P600 S

115.7%LECO MARKETLincoln Electric Holdings S&P400 H

93.4%LNC ASPIRATIONALLincoln National Corp S&P500 H

105.4%LNN MARKETLindsay Corporation S&P600 H

101.4%LQDT MARKETLiquidity Services, Inc. S&P600 H

70.0%LAD MARKETLithia Motors Inc. S&P600 B

147.7%LFUS MARKETLittelfuse Inc. S&P400 S

167.2%LIVN MARKETLivaNova PLC S&P400 S

105.3%LYV MARKETLive Nation Entertainment, Inc S&P400 H

242.7%LPSN MARKETLivePerson Inc. S&P600 S

96.3%LKQ MARKETLKQ Corporation S&P500 H

103.8%LMT CORELockheed Martin Corp. S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

106.1%L MARKETLoews Corp S&P500 H

51.5%LOGM ASPIRATIONALLogMeIn, Inc. S&P400 B

98.6%LPX ASPIRATIONALLouisiana-Pacific Corp S&P400 H

116.4%LOW MARKETLowes Companies Inc. S&P500 H

64.5%LXU ASPIRATIONALLSB Industries Inc S&P600 B

90.8%LKSD MARKETLSC Communications, Inc. S&P600 H

100.8%LTC CORELTC Properties Inc. S&P600 H

135.4%LL ASPIRATIONALLumber Liquidators Holdings S&P600 S

144.2%LITE MARKETLumentum Holdings Inc. S&P400 S

122.1%LMNX MARKETLuminex Corp S&P600 H

100.5%LDL MARKETLydall Inc. S&P600 H

126.1%LYB MARKETLyondellBasell Industries cl A S&P500 S

109.6%MTB MARKETM&T Bank Corp. S&P500 H

96.4%MHO MARKETM/I Homes, Inc. S&P600 H

89.4%MAC COREMacerich Company S&P500 H

77.6%CLI MARKETMack-Cali Realty Corp S&P400 B

110.5%M MARKETMacy's Inc. S&P500 H

116.2%MGLN MARKETMagellan Health, Inc. S&P600 H

17.9%MHLD MARKETMaiden Holdings Ltd. S&P600 B

117.7%MNK ASPIRATIONALMallinckrodt plc. S&P400 S

108.5%MANH MARKETManhattan Associates, Inc. S&P400 H

79.9%MAN ASPIRATIONALManpowerGroup S&P400 B

148.4%MANT MARKETManTech International Corp. S&P600 S

135.7%MRO ASPIRATIONALMarathon Oil Corp S&P500 S

145.3%MPC ASPIRATIONALMarathon Petroleum Corp S&P500 S

132.6%MCS MARKETMarcus Corporation S&P600 S

116.8%HZO ASPIRATIONALMarineMax Inc S&P600 H

88.5%MKTX COREMarketAxess Corporation S&P400 H

100.0%MAR MARKETMarriott International Inc S&P500 H

92.0%VAC MARKETMarriott Vacations Wrldwd Corp S&P400 H

106.7%MMC MARKETMarsh & McLennan Company Inc S&P500 H

160.0%MRTN MARKETMarten Transport, Ltd. S&P600 S

75.4%MLM MARKETMartin Marietta Materials Inc S&P500 B

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

99.8%MAS MARKETMasco Corporation S&P500 H

143.3%MASI MARKETMasimo Corporation S&P400 SW

120.2%MA MARKETMastercard Inc. S&P500 H

149.0%MTDR ASPIRATIONALMatador Resources Company S&P400 S

154.0%MTRN MARKETMaterion Corporation S&P600 S

190.5%MTRX ASPIRATIONALMatrix Service Co. S&P600 S

97.3%MATX MARKETMatson, Inc. S&P600 H

102.2%MAT COREMattel Inc. S&P500 H

91.7%MATW MARKETMatthews International Corp S&P600 H

95.1%MMS MARKETMAXIMUS, Inc. S&P400 H

74.0%MXL MARKETMaxLinear, Inc. cl A S&P600 B

97.5%MBFI MARKETMB Financial Inc S&P400 H

115.7%MKC COREMcCormick & Co, Inc. S&P500 H

161.4%MDR ASPIRATIONALMcDermott International S&P400 S

99.2%MCD COREMcDonald's Corp. S&P500 H

67.5%MCK MARKETMcKesson Corp S&P500 B

101.4%MDC MARKETMDC Holdings Inc S&P600 H

104.0%MDU MARKETMDU Resources Group S&P400 H

83.2%MPW COREMedical Properties Trust Inc S&P400 B

172.7%MDCO MARKETMedicines Co (The) S&P600 S

135.7%MDSO MARKETMedidata Solutions, Inc. S&P400 S

257.8%MED MARKETMedifast, Inc. S&P600 S

79.5%MD COREMednax, Inc. S&P400 B

108.4%MDT MARKETMedtronic PLC S&P500 H

113.7%MRK MARKETMerck & Co. Inc. S&P500 H

109.3%MCY COREMercury General Corp. S&P400 H

151.2%MRCY MARKETMercury Systems Inc S&P600 S

90.2%MDP MARKETMeredith Corporation S&P400 H

97.8%VIVO MARKETMeridian Bioscience, Inc. S&P600 H

196.9%MMSI MARKETMerit Medical Systems, Inc. S&P600 S

128.2%MTH ASPIRATIONALMeritage Homes Corp S&P600 S

82.1%CASH COREMeta Financial Group, Inc. S&P600 H

178.0%MEI MARKETMethode Electronics Inc S&P600 S

89.9%MET ASPIRATIONALMetLife, Inc. S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

158.9%MTD MARKETMettler-Toledo Intl S&P500 S

73.0%MGM ASPIRATIONALMGM Resorts International S&P500 B

83.1%MGPI COREMGP Ingredients Inc S&P600 B

173.4%KORS MARKETMichael Kors Holdings Ltd S&P500 S

90.2%MCHP MARKETMicrochip Technology Inc S&P500 H

103.8%MU ASPIRATIONALMicron Technology Inc S&P500 H

126.4%MSFT MARKETMicrosoft Corporation S&P500 S

105.7%MSTR MARKETMicroStrategy, Inc. S&P600 H

103.7%MAA COREMid-America Apartment S&P500 H

67.0%MDXG ASPIRATIONALMiMedx Group, Inc. S&P600 B

108.7%MTX ASPIRATIONALMinerals Technologies S&P400 H

75.9%MKSI ASPIRATIONALMKS Instruments Inc. S&P400 B

87.2%MINI MARKETMobile Mini, Inc. S&P600 H

92.6%MHK MARKETMohawk Industries Inc S&P500 H

227.5%MOH MARKETMolina Healthcare, Inc. S&P400 S

80.0%TAP COREMolson Coors Brewing Co. S&P500 B

153.5%MNTA ASPIRATIONALMomenta Pharmaceuticals S&P600 S

149.6%MCRI MARKETMonarch Casino & Resort S&P600 S

92.5%MDLZ MARKETMondelez International Inc S&P500 H

122.4%MPWR ASPIRATIONALMonolithic Power Systems S&P400 H

106.3%TYPE MARKETMonotype Imaging Hldgs S&P600 H

168.9%MNRO MARKETMonro, Inc. S&P600 S

130.5%MNST MARKETMonster Beverage Corporation S&P500 S

108.4%MCO MARKETMoody's Corp. S&P500 H

128.6%MOG/ MARKETMoog Inc. S&P600 S

92.2%MS ASPIRATIONALMorgan Stanley S&P500 H

116.5%MOS ASPIRATIONALMosaic Co. (The) S&P500 H

105.8%MPAA MARKETMotorcar Parts Of America, Inc S&P600 H

145.0%MSI COREMotorola Solutions, Inc. S&P500 S

189.1%MOV MARKETMovado Group Inc. S&P600 S

164.8%MSA MARKETMSA Safety Incorporated S&P400 S

89.0%MSM MARKETMSC Industrial Direct Co. S&P400 H

128.9%MSCI MARKETMSCI Inc. S&P500 S

96.5%MTSC MARKETMTS Systems Corp S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

98.9%MLI MARKETMueller Industries, Inc. S&P600 H

86.5%LABL COREMulti-Color Corp. S&P600 H

124.2%MUR ASPIRATIONALMurphy Oil Corp. S&P400 S

122.9%MUSA COREMurphy USA, Inc. S&P400 H

132.4%MYE MARKETMyers Industries, Inc. S&P600 S

111.2%MYL MARKETMylan N.V. S&P500 H

117.1%MYRG MARKETMYR Group, Inc. S&P600 S

148.7%MYGN MARKETMyriad Genetics Inc. S&P600 S

98.0%NBR ASPIRATIONALNabors Industries Ltd. S&P400 H

155.9%NANO MARKETNanometrics Inc. S&P600 S

110.8%NDAQ MARKETNasdaq, Inc. S&P500 H

164.8%NBHC MARKETNational Bank Holdings Corp S&P600 S

129.0%NFG CORENational Fuel Gas Co. S&P400 S

120.4%NATI MARKETNational Instruments S&P400 H

132.5%NOV MARKETNational Oilwell Varco Inc S&P500 S

135.7%NPK CORENational Presto Industries S&P600 S

100.4%NNN CORENational Retail Properties S&P400 H

111.8%NSA CORENational Storage Affiliates Tr S&P600 H

113.9%BABY MARKETNatus Medical Inc. S&P600 H

74.7%NLS MARKETNautilus, Inc. S&P600 B

96.6%NAVI ASPIRATIONALNavient Corporation S&P400 H

101.0%NCI MARKETNavigant Consulting Inc S&P600 H

116.7%NAVG CORENavigators Group, Inc. S&P600 H

105.9%NBTB MARKETNBT Bancorp Inc. S&P600 H

99.5%NCR ASPIRATIONALNCR Corporation S&P400 H

105.6%NP CORENeenah Paper, Inc . S&P600 H

183.3%NKTR ASPIRATIONALNektar Therapeutics S&P500 S

136.6%NEOG MARKETNeogen Corporation S&P600 S

160.4%NTAP MARKETNetApp, Inc. S&P500 S

155.4%NFLX ASPIRATIONALNetflix Inc S&P500 S

137.6%NTGR MARKETNetGear Inc S&P600 S

86.2%NTCT MARKETNetscout Systems Inc S&P400 H

123.3%NJR CORENew Jersey Resources S&P400 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

112.5%NEWM MARKETNew Media Investment Group S&P600 H

73.5%NYCB MARKETNew York Cmnty Bancorp S&P400 B

92.6%NYMT CORENew York Mortgage Trust S&P600 H

126.7%NYT MARKETNew York Times Cl A S&P400 S

50.6%NWL MARKETNewell Brands Inc S&P500 B

95.2%NFX ASPIRATIONALNewfield Exploration Co. S&P500 H

97.2%NEU MARKETNewMarket Corporation S&P400 H

84.0%NEM CORENewmont Mining Corp S&P500 H

142.1%NR ASPIRATIONALNewpark Resources Inc S&P600 S

84.7%NWSA MARKETNews Corporation Class A S&P500 H

52.6%NWS MARKETNews Corporation Class B S&P500 B

140.2%NEE CORENextEra Energy, Inc. S&P500 S

91.4%EGOV MARKETNIC Inc S&P600 H

74.2%NLSN MARKETNielsen Holdings plc S&P500 B

114.9%NKE MARKETNike Inc cl B S&P500 H

120.3%NI CORENiSource Inc S&P500 H

162.3%NMIH MARKETNMI Holdings Inc. Class A S&P600 S

564.0%NE ASPIRATIONALNoble Corporation plc (UK) S&P600 S

94.6%NBL ASPIRATIONALNoble Energy Inc. S&P500 H

188.1%NDSN MARKETNordson Corporation S&P400 S

130.2%JWN MARKETNordstrom, Inc. S&P500 SW

111.9%NSC MARKETNorfolk Southern Corp S&P500 H

110.6%NTRS ASPIRATIONALNorthern Trust Corp. S&P500 H

146.7%NFBK CORENorthfield Bancorp, Inc S&P600 S

108.5%NOC CORENorthrop Grumman Corp S&P500 H

101.5%NWBI MARKETNorthwest Bancshares, Inc. S&P600 H

123.3%NWN CORENorthwest Natural Gas Co S&P600 H

106.6%NWE CORENorthWestern Corp S&P400 H

96.7%NCLH MARKETNorwegian Cruise Line Holdings S&P500 H

144.3%DNOW ASPIRATIONALNOW Inc. S&P400 S

174.9%NRG MARKETNRG Energy Inc S&P500 S

121.9%NUS MARKETNu Skin Enterprises Inc. S&P400 S

105.5%NUE ASPIRATIONALNucor Corporation S&P500 H

90.0%NTRI MARKETNutriSystem, Inc. S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

148.0%NUVA MARKETNuVasive Inc S&P400 S

286.0%NVT MARKETnVent Electric PLC S&P400 SW

159.5%NVDA ASPIRATIONALNVIDIA Corp S&P500 S

126.3%NVR CORENVR Inc. S&P400 S

137.3%OAS ASPIRATIONALOasis Petroleum Inc. S&P400 S

133.7%OXY MARKETOccidental Petroleum Corp S&P500 S

241.0%OII ASPIRATIONALOceaneering International S&P400 S

134.3%OCLR MARKETOclaro, Inc S&P600 S

55.3%ODP ASPIRATIONALOffice Depot Inc. S&P600 B

96.2%OFG MARKETOFG Bancorp S&P600 H

113.6%OGE COREOGE Energy Corp. S&P400 H

137.7%OIS ASPIRATIONALOil States International Inc S&P600 S

133.3%ODFL MARKETOld Dominion Freight S&P400 S

120.3%ONB MARKETOld National Bancorp S&P600 H

112.6%ORI COREOld Republic Int'l Corp S&P400 H

72.4%OLN ASPIRATIONALOlin Corporation S&P400 B

231.4%OLLI MARKETOllie's Bargain Outlet Holding S&P400 S

110.6%ZEUS ASPIRATIONALOlympic Steel Inc. S&P600 H

94.6%OHI COREOmega Healthcare Investors S&P400 H

190.7%OMCL MARKETOmnicell Inc. S&P600 S

87.7%OMC COREOmnicom Group Inc S&P500 H

124.7%OGS COREONE Gas, Inc. S&P400 H

110.0%OKE ASPIRATIONALONEOK Inc. S&P500 H

91.8%OSPN MARKETOneSpan Inc. S&P600 H

89.8%OPB MARKETOpus Bank S&P600 H

106.0%ORCL MARKETOracle Corporation S&P500 H

111.4%OSUR MARKETOraSure Technologies Inc. S&P600 H

146.7%ORLY MARKETO'Reilly Automotive, Inc. S&P500 S

135.5%ORN ASPIRATIONALOrion Marine Group Inc S&P600 S

100.0%ORIT COREOritani Financial Corp. S&P600 H

137.5%OFIX COREOrthofix Medical Inc. S&P600 S

91.3%OSK ASPIRATIONALOshkosh Corporation S&P400 H

131.5%OSIS MARKETOSI Systems Inc. S&P600 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

83.8%OMI COREOwens & Minor Inc. S&P600 B

112.4%OI ASPIRATIONALOwens-Illinois Inc. S&P400 H

119.6%OXM MARKETOxford Industries Inc. S&P600 H

97.4%PCAR MARKETPaccar Inc. S&P500 H

87.8%PPBI MARKETPacific Premier Bancorp S&P600 H

104.3%PKG MARKETPackaging Corp of America S&P500 H

86.6%PACW ASPIRATIONALPacWest Bancorp S&P400 H

73.3%PZZA MARKETPapa Johns Intl Inc. S&P400 B

127.3%PARR MARKETPar Pacific Holdings, Inc. S&P600 S

98.7%PKE COREPark Electrochemical S&P600 H

108.4%PH MARKETParker-Hannifin Corp. S&P500 H

98.9%PATK MARKETPatrick Industries Inc. S&P600 H

56.0%PDCO MARKETPatterson Companies Inc S&P400 B

95.1%PTEN ASPIRATIONALPatterson-UTI Energy Inc S&P400 H

114.8%PAYX MARKETPaychex, Inc. S&P500 H

171.2%PYPL MARKETPayPal Holdings, Inc. S&P500 S

164.3%PBF ASPIRATIONALPBF Energy Inc cl A S&P400 S

104.4%PDCE ASPIRATIONALPDC Energy, Inc. S&P600 H

74.3%PDFS MARKETPDF Solutions Inc S&P600 B

120.7%PENN MARKETPenn National Gaming Inc. S&P600 S

137.2%PVAC MARKETPenn VA Corp S&P600 S

63.0%PEI MARKETPennsylvania Real Est Inv SBI S&P600 B

112.7%PMT COREPennymac Mortgage Invsmt Tr S&P600 H

85.3%PNR MARKETPentair Ltd. S&P500 B

103.3%PBCT MARKETPeople's United Financial, Inc S&P500 H

97.0%PEP COREPepsiCo, Inc. S&P500 H

159.0%PRFT MARKETPerficient, Inc. S&P600 S

154.8%PKI MARKETPerkinElmer Inc. S&P500 S

87.4%PRGO MARKETPerrigo Company S&P500 B

125.1%PERY MARKETPerry Ellis International Inc. S&P600 S

105.0%PRSP COREPerspecta Inc S&P400 H

107.2%PETS COREPetmed Express, Inc. S&P600 H

101.9%PFE COREPfizer Inc. S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

116.7%PCG COREPG&E Corporation S&P500 H

168.0%PGTI MARKETPGT Innovations, Inc. S&P600 S

100.8%GLT MARKETPH Glatfelter Co. S&P600 H

119.6%PAHC MARKETPhibro Animal Health Corp CL A S&P600 S

84.5%PM COREPhilip Morris Intl S&P500 H

122.8%PSX MARKETPhillips 66 S&P500 S

125.0%PLAB MARKETPhotronics Inc. S&P600 S

93.5%PNFP MARKETPinnacle Financial Partners S&P400 H

100.3%PNW COREPinnacle West Capital S&P500 H

96.7%PES ASPIRATIONALPioneer Energy Services Corp. S&P600 H

109.8%PXD MARKETPioneer Natural Resources S&P500 S

123.2%PJC ASPIRATIONALPiper Jaffray Companies S&P600 S

52.6%PBI MARKETPitney Bowes Inc. S&P400 B

113.1%PLT MARKETPlantronics Inc. S&P400 H

156.9%PLXS MARKETPlexus Corp. S&P600 S

100.1%PNC MARKETPNC Financial Services S&P500 H

191.4%PNM COREPNM Resources, Inc. S&P400 S

141.3%PII MARKETPolaris Industries Inc S&P400 S

108.2%POL MARKETPolyOne Corp S&P400 H

248.9%POOL MARKETPool Corporation S&P400 S

118.2%POST MARKETPost Holdings, Inc. S&P400 H

102.1%PCH MARKETPotlatchDeltic Corporation S&P400 H

123.4%POWL MARKETPowell Industries Inc. S&P600 S

104.5%POWI MARKETPower Integrations, Inc. S&P600 H

104.7%PPG MARKETPPG Industries Inc. S&P500 H

93.7%PPL COREPPL Corporation S&P500 H

89.6%PRAA MARKETPRA Group, Inc. S&P600 H

147.1%PRAH MARKETPRA Health Sciences, Inc. S&P400 S

103.1%PX MARKETPraxair, Inc. S&P500 H

84.4%PFBC MARKETPreferred Bank Los Angeles S&P600 H

91.4%PBH MARKETPrestige Cons Healthcare, Inc. S&P400 H

128.2%PRI ASPIRATIONALPrimerica, Inc. S&P400 H

80.8%PFG ASPIRATIONALPrincipal Financial Group S&P500 B

104.3%PRA COREProAssurance Corp S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

93.9%PG COREProcter & Gamble Co. S&P500 H

109.9%PGNX ASPIRATIONALProgenics Pharmaceuticals S&P600 H

116.2%PRGS MARKETProgress Software Corp S&P600 H

186.0%PGR COREProgressive Corp. S&P500 S

89.6%PLD MARKETProLogis, Inc. S&P500 H

81.6%PUMP ASPIRATIONALProPetro Holding Corp. S&P600 H

113.6%PB ASPIRATIONALProsperity Bancshares Inc. S&P400 H

179.8%PRLB MARKETProto Labs, Inc. S&P600 S

127.2%PRSC COREProvidence Service Corp S&P600 S

105.3%PFS MARKETProvident Financial Services S&P600 H

80.3%PRU ASPIRATIONALPrudential Financial Inc S&P500 B

107.9%PSB COREPS Business Parks Inc S&P600 H

155.7%PTC MARKETPTC Inc. S&P400 S

110.6%PEG COREPublic Service Enterprise Grp S&P500 H

95.0%PSA COREPublic Storage, Inc. S&P500 H

93.6%PHM MARKETPulteGroup, Inc. S&P500 H

89.7%PVH MARKETPVH Corp. S&P500 H

95.4%QEP ASPIRATIONALQEP Resources, Inc. S&P400 H

131.8%QRVO ASPIRATIONALQorvo, Inc. S&P500 S

145.8%KWR MARKETQuaker Chemical Corp. S&P600 S

108.2%QCOM MARKETQualcomm Inc. S&P500 H

201.7%QSII COREQuality Systems Inc. S&P600 S

183.1%QLYS MARKETQualys, Inc. S&P600 S

68.1%NX MARKETQuanex Building Products S&P600 B

137.0%PWR MARKETQuanta Services Inc. S&P500 S

100.7%DGX MARKETQuest Diagnostics Inc S&P500 H

203.0%QNST ASPIRATIONALQuinStreet, Inc. S&P600 S

119.7%IQV MARKETQuintiles IMS Holdings, Inc. S&P500 H

62.9%QHC COREQuorum Health Corp S&P600 B

47.1%RRD ASPIRATIONALR.R. Donnelley & Sons S&P600 B

152.4%RL MARKETRalph Lauren Corp S&P500 S

147.3%RMBS MARKETRambus Inc. S&P600 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

86.3%RPT CORERamco-Gershenson Properties S&P600 H

53.4%RRC ASPIRATIONALRange Resources Corp S&P400 B

167.2%RAVN MARKETRaven Industries Inc. S&P600 S

105.5%RJF ASPIRATIONALRaymond James Financial Inc. S&P500 H

68.9%RYAM MARKETRayonier Advanced Materials S&P600 B

111.0%RYN MARKETRayonier Inc. S&P400 H

107.6%RTN CORERaytheon Company S&P500 H

83.4%RMAX MARKETRE/MAX Holdings, Inc. S&P600 H

99.6%O CORERealty Income Corp S&P500 H

136.4%RHT MARKETRed Hat, Inc. S&P500 S

106.2%RRGB CORERed Robin Gourmet Burgers S&P600 H

100.5%RWT CORERedwood Trust Inc. S&P600 H

104.3%RBC MARKETRegal-Beloit Corp. S&P400 H

93.5%REG CORERegency Centers Corp S&P500 H

84.7%REGN MARKETRegeneron Pharmaceuticals S&P500 B

132.0%RGNX ASPIRATIONALREGENXBIO Inc. S&P600 S

115.2%RF ASPIRATIONALRegions Financial Corp S&P500 H

198.5%RGS CORERegis Corporation S&P600 S

98.3%RGA MARKETReinsurance Group of America S&P400 H

102.6%RS MARKETReliance Steel & Aluminum S&P400 H

113.0%RNR CORERenaissanceRe Hldgs S&P400 H

96.5%REGI MARKETRenewable Energy Grp Inc S&P600 H

86.5%RCII ASPIRATIONALRent-A-Center, Inc. S&P600 H

160.3%RGEN ASPIRATIONALRepligen Corporation S&P600 S

109.4%RSG CORERepublic Services Inc. S&P500 H

119.1%RMD MARKETResMed Inc. S&P500 H

146.8%RECN MARKETResources Connection Inc. S&P600 S

93.2%ROIC CORERetail Opportunity Invmts Corp S&P600 H

96.6%REX MARKETREX American Resources Corp S&P600 H

249.2%RH MARKETRH S&P600 S

81.2%REI ASPIRATIONALRing Energy, Inc. S&P600 H

125.9%RLI CORERLI Corporation S&P600 H

142.1%RHI MARKETRobert Half International Inc. S&P500 S

109.0%ROK MARKETRockwell Automation Inc S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

106.9%COL CORERockwell Collins Inc S&P500 H

172.4%ROG MARKETRogers Corporation S&P600 S

135.8%ROL MARKETRollins Inc. S&P400 SW

107.5%ROP MARKETRoper Technologies, Inc. S&P500 H

139.1%ROST MARKETRoss Stores Inc. S&P500 S

83.5%RDC ASPIRATIONALRowan Companies plc S&P400 B

91.9%RCL ASPIRATIONALRoyal Caribbean Cruises Ltd S&P500 H

92.7%RGLD CORERoyal Gold Inc. S&P400 H

124.1%RPM MARKETRPM International, Inc. S&P400 H

137.4%RTEC MARKETRudolph Technologies, Inc. S&P600 S

136.7%RUTH CORERuth's Hospitality Group Inc. S&P600 S

107.4%R ASPIRATIONALRyder System Inc. S&P400 H

127.8%SPGI MARKETS&P Global Inc. S&P500 S

201.4%STBA MARKETS&T Bancorp Inc. S&P600 S

94.2%SBRA CORESabra Healthcare REIT S&P400 H

98.6%SABR MARKETSabre Corporation S&P400 H

142.6%SAFT CORESafety Insurance Group Inc. S&P600 S

138.1%SAIA MARKETSaia, Inc. S&P600 S

153.4%CRM MARKETSalesforce.com Inc S&P500 S

93.9%SBH CORESally Beauty Holdings, Inc. S&P400 H

125.2%SAFM CORESanderson Farms Inc. S&P400 S

128.7%SANM MARKETSanmina Corporation S&P600 S

108.8%BFS CORESaul Centers Inc. S&P600 H

129.6%SBAC MARKETSBA Communications Corp. S&P500 S

76.4%SCG COREScana Corporation S&P500 B

131.3%SCSC MARKETScanSource, Inc. S&P600 S

100.4%SLB MARKETSchlumberger Ltd. S&P500 H

102.1%SCHL COREScholastic Corporation S&P600 H

154.4%SWM MARKETSchweitzer-Mauduit Int'l Inc. S&P600 S

135.3%SAIC MARKETScience App Int'l Corp S&P400 S

112.6%SGMS ASPIRATIONALScientific Games Corp. S&P400 H

85.3%SMG MARKETScotts Miracle-Gro Co S&P400 B

116.8%SBCF MARKETSeacoast Banking FL S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

109.7%CKH MARKETSeacor Holdings Inc S&P600 H

105.1%STX ASPIRATIONALSeagate Technology Plc S&P500 H

88.0%SEE MARKETSealed Air Corporation S&P500 H

91.1%SEIC ASPIRATIONALSEI Investments Co. S&P400 H

147.3%SEM MARKETSelect Medical Holdings Corp S&P600 S

115.1%SIGI MARKETSelective Insurance Group S&P600 H

113.5%SRE CORESempra Energy S&P500 H

180.3%SMTC ASPIRATIONALSemtech Corporation S&P600 S

113.2%SENEA MARKETSeneca Foods cl A S&P600 H

100.3%SNH CORESenior Housing Properties S&P400 H

138.8%SXT MARKETSensient Technologies Corp S&P400 S

110.2%SCI MARKETService Corp. Intl S&P400 H

92.5%SFBS MARKETServisFirst Bancshares, Inc. S&P600 H

160.9%SHAK MARKETShake Shack Inc. Class A S&P600 S

109.8%SHW MARKETSherwin-Williams Co. S&P500 H

142.0%SCVL MARKETShoe Carnival, Inc. S&P600 S

100.6%SFLY COREShutterfly, Inc. S&P600 H

129.2%SSTK MARKETShutterstock, Inc. S&P600 S

91.0%SBNY MARKETSignature Bank S&P400 H

98.5%SIG MARKETSignet Jewelers Limited S&P400 H

94.3%SLGN CORESilgan Holdings Inc. S&P400 H

142.2%SLAB ASPIRATIONALSilicon Laboratories, Inc. S&P400 S

85.5%SFNC MARKETSimmons First National Corp S&P600 B

100.3%SPG CORESimon Property Group Inc. S&P500 H

160.0%SSD MARKETSimpson Manufacturing Co. S&P600 S

166.3%SIX CORESix Flags Entertainment Corp. S&P400 S

83.5%SKX MARKETSkechers U.S.A. Inc. S&P400 B

120.1%SKYW MARKETSkyWest Inc. S&P600 H

81.3%SWKS ASPIRATIONALSkyworks Solutions Inc S&P500 H

88.8%SLG MARKETSL Green Realty Corp. S&P500 H

141.3%SNBR MARKETSleep Number Corporation S&P600 S

147.0%SLM MARKETSLM Corp S&P400 S

116.8%SM ASPIRATIONALSM Energy Company S&P400 H

119.3%SNA MARKETSnap-On Inc. S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

162.7%SEDG ASPIRATIONALSolarEdge Technologies, Inc. S&P600 S

100.0%SAH MARKETSonic Automotive, Inc. S&P600 H

117.5%SONC MARKETSonic Corporation S&P600 H

190.5%SON MARKETSonoco Products Co S&P400 S

107.2%BID ASPIRATIONALSotheby's S&P400 H

188.2%SJI CORESouth Jersey Industries, Inc. S&P600 S

93.4%SO CORESouthern Company S&P500 H

100.5%SBSI MARKETSouthside Bancshares S&P600 H

84.8%LUV MARKETSouthwest Airlines Co. S&P500 B

115.2%SWX CORESouthwest Gas Holdings, Inc. S&P400 H

55.2%SWN ASPIRATIONALSouthwestern Energy Co. S&P400 B

80.2%SPTN MARKETSpartanNash Company S&P600 B

202.3%SPPI ASPIRATIONALSpectrum Pharmaceuticals S&P600 S

174.0%SR CORESpire Inc. S&P600 S

102.3%SPOK CORESpok Holdings, Inc. S&P600 H

124.8%SFM CORESprouts Farmers Market, Inc. S&P400 H

155.6%SPSC MARKETSPS Commerce, Inc. S&P600 S

197.9%SPXC ASPIRATIONALSPX Corporation S&P600 S

108.1%FLOW ASPIRATIONALSPX FLOW, Inc. S&P600 H

83.7%SRCI ASPIRATIONALSRC Energy Inc. S&P600 H

128.1%STMP MARKETStamps.com Inc. S&P600 S

117.0%SMP MARKETStandard Motor Products S&P600 H

115.9%SXI MARKETStandex Intl Corp. S&P600 H

100.7%SWK MARKETStanley Black & Decker, Inc. S&P500 H

79.7%SBUX MARKETStarbucks Corporation S&P500 B

85.6%STT ASPIRATIONALState Street Corp S&P500 H

118.4%STLD ASPIRATIONALSteel Dynamics Inc. S&P400 H

131.1%SCL MARKETStepan Company S&P600 S

93.9%SRCL COREStericycle Inc. S&P500 H

222.2%STE MARKETSteris PLC S&P400 S

84.6%STL MARKETSterling Bancorp S&P400 H

161.0%SHOO MARKETSteven Madden Ltd. S&P600 S

136.3%STC COREStewart Information Services S&P600 S

87.6%SF ASPIRATIONALStifel Financial Corp S&P400 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

156.3%STRA MARKETStrategic Education, Inc. S&P600 S

114.2%SYK MARKETStryker Corp S&P500 H

180.1%RGR CORESturm Ruger & Co. Inc. S&P600 S

90.5%INN MARKETSummit Hotel Properties, Inc. S&P600 H

112.4%SXC ASPIRATIONALSunCoke Energy, Inc. S&P600 H

104.5%STI ASPIRATIONALSunTrust Banks, Inc. S&P500 H

90.2%SPN ASPIRATIONALSuperior Energy Services S&P400 H

31.2%SUP MARKETSuperior Industries Int'l S&P600 B

130.9%SUPN MARKETSupernus Pharmaceuticals, Inc. S&P600 S

114.9%SVU MARKETSUPERVALU, Inc. S&P600 H

343.9%SRDX MARKETSurmodics, Inc. S&P600 S

189.6%SIVB ASPIRATIONALSVB Financial Group S&P500 S

115.0%SYKE MARKETSykes Enterprises Inc. S&P600 H

90.0%SYMC MARKETSymantec Corporation S&P500 H

93.8%SYNA ASPIRATIONALSynaptics Incorporated S&P400 H

88.3%SYF MARKETSynchrony Financial S&P500 H

113.4%SYNH MARKETSyneos Health, Inc. Cl A S&P400 H

75.9%SNX MARKETSynnex Corporation S&P400 B

192.0%SNPS MARKETSynopsys Inc. S&P500 S

124.1%SNV MARKETSynovus Financial Corp S&P400 S

127.1%SYY CORESysco Corporation S&P500 H

103.0%TROW MARKETT Rowe Price Group Inc S&P500 H

262.3%TRHC MARKETTabula Rasa Healthcare, Inc. S&P600 S

404.6%TCMD CORETactile Systems Technology Inc S&P600 S

98.1%TLRD ASPIRATIONALTailored Brands Inc S&P600 H

197.5%TTWO MARKETTake-Two Interactive Software S&P500 S

76.2%SKT CORETanger Factory Outlet S&P400 B

113.5%TPR MARKETTapestry, Inc. S&P500 H

112.5%TGT CORETarget Corporation S&P500 H

95.3%TCO CORETaubman Centers Inc. S&P400 H

104.9%TCF ASPIRATIONALTCF Financial Corporation S&P400 H

95.3%TEL MARKETTE Connectivity Ltd S&P500 H

96.0%TISI MARKETTeam Inc. S&P600 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

112.2%TECD MARKETTech Data Corporation S&P400 S

57.6%TGNA MARKETTEGNA Inc. S&P400 B

195.6%TDY MARKETTeledyne Technologies Inc. S&P400 S

112.7%TFX MARKETTeleflex Inc. S&P400 H

109.9%TDS MARKETTelephone & Data Systems S&P400 H

94.6%TPX MARKETTempur-Sealy International Inc S&P400 H

149.2%THC ASPIRATIONALTenet Healthcare Corp S&P400 S

115.5%TNC MARKETTennant Company S&P600 H

149.7%TDC MARKETTeradata Corp S&P400 S

146.6%TER ASPIRATIONALTeradyne Inc. S&P400 S

100.7%TEX ASPIRATIONALTerex Corp. S&P400 H

140.7%TTEK MARKETTetra Tech, Inc. S&P600 S

85.0%TTI ASPIRATIONALTETRA Technologies, Inc. S&P600 H

133.8%TCBI ASPIRATIONALTexas Capital Bancshares S&P400 S

99.9%TXN MARKETTexas Instruments, Inc. S&P500 H

132.3%TXRH MARKETTexas Roadhouse Inc. S&P400 S

128.9%TXT MARKETTextron Inc. S&P500 S

90.9%BCO MARKETThe Brinks Company S&P400 H

72.8%KHC MARKETThe Kraft Heinz Company S&P500 B

76.3%MIK MARKETThe Michaels Companies, Inc. S&P400 BW

98.2%TRV COREThe Travelers Companies S&P500 H

109.1%WEN MARKETThe Wendy's Company S&P400 H

117.3%TMO MARKETThermo Fisher Scientific, Inc. S&P500 H

109.6%TPRE MARKETThird Point Reinsurance Ltd. S&P600 H

77.1%THO MARKETThor Industries Inc. S&P400 B

119.8%TIF MARKETTiffany & Company S&P500 S

59.2%TTS MARKETTile Shop Holdings, Inc. S&P600 B

100.2%TKR ASPIRATIONALTimken Company S&P400 H

124.8%TMST ASPIRATIONALTimkenSteel Corporation S&P600 S

65.5%TWI ASPIRATIONALTitan International Inc. S&P600 B

139.4%TVTY MARKETTivity Health, Inc. S&P600 S

80.0%TIVO MARKETTiVo Corporation S&P600 B

136.5%TJX CORETJX Companies Inc. S&P500 SW

78.4%TOL MARKETToll Brothers Inc S&P400 B

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

118.4%TMP MARKETTompkins Financial Corp S&P600 H

89.4%TR CORETootsie Roll Industries Inc. S&P400 H

141.1%BLD MARKETTopBuild Corp. S&P600 S

105.5%TMK MARKETTorchmark Corp S&P500 H

75.3%TTC MARKETToro Company S&P400 B

115.1%TSS MARKETTotal System Services Inc. S&P500 H

107.0%TSCO MARKETTractor Supply Co. S&P500 H

122.0%TDG MARKETTransdigm Group, Inc. S&P500 S

135.4%RIG ASPIRATIONALTransocean Ltd. S&P400 S

104.9%TVPT MARKETTravelport Worldwide Ltd S&P600 H

107.5%TG ASPIRATIONALTredegar Corp S&P600 H

91.8%THS CORETreeHouse Foods Inc S&P400 H

202.9%TREX MARKETTrex Company Inc. S&P600 S

101.6%TPH ASPIRATIONALTri Pointe Group, Inc. S&P400 H

144.7%TRMB MARKETTrimble Inc. S&P400 S

109.0%TRN MARKETTrinity Industries, Inc. S&P400 H

117.7%TRIP MARKETTripAdvisor, Inc. S&P500 S

132.2%TBK MARKETTriumph Bancorp, Inc. S&P600 S

50.6%TGI ASPIRATIONALTriumph Group Inc. S&P600 B

137.6%TBI ASPIRATIONALTrueBlue, Inc. S&P600 S

114.7%TRST MARKETTrustCo Bank Corp NY S&P600 H

127.3%TRMK MARKETTrustmark Corporation S&P400 H

86.2%TTEC MARKETTTEC Holdings, Inc. S&P600 H

137.6%TTMI MARKETTTM Technologies, Inc. S&P600 S

66.0%TUP MARKETTupperware Brands Corp. S&P400 B

116.3%FOXA MARKETTwenty-First Cent Fox Inc Cl A S&P500 S

109.5%FOX MARKETTwenty-First Cent Fox Inc Cl B S&P500 H

93.4%TWTR MARKETTwitter, Inc. S&P500 H

162.3%TYL MARKETTyler Technologies Inc. S&P400 S

74.2%TSN CORETyson Foods Inc S&P500 B

98.8%USB MARKETU.S. Bancorp S&P500 H

72.2%USCR MARKETU.S. Concrete Inc. S&P600 B

146.7%USPH COREU.S. Physical Therapy S&P600 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

43.2%SLCA ASPIRATIONALU.S. Silica Holdings, Inc. S&P600 B

102.9%UDR COREUDR, Inc. S&P500 H

114.9%UGI COREUGI Corp S&P400 H

127.6%ULTA MARKETUlta Beauty, Inc. S&P500 H

166.4%ULTI MARKETUltimate Software Group Inc. S&P400 S

76.9%UCTT ASPIRATIONALUltra Clean Holdings, Inc. S&P600 B

111.3%UMBF MARKETUMB Financial Corp S&P400 H

102.5%UMPQ MARKETUmpqua Holdings Corp S&P400 H

102.1%UAA ASPIRATIONALUnder Armour, Inc. Cl A S&P500 H

119.9%UA ASPIRATIONALUnder Armour, Inc. Class C Other H

85.3%UFI MARKETUnifi Inc. S&P600 H

110.1%UNF MARKETUniFirst Corporation S&P600 H

105.9%UNP MARKETUnion Pacific Corp. S&P500 H

149.0%UNT ASPIRATIONALUnit Corporation S&P600 S

103.4%UBSI MARKETUnited Bankshares WV S&P400 H

103.8%UCBI MARKETUnited Community Banks S&P600 H

134.0%UAL MARKETUnited Continental Hldg, Inc. S&P500 SW

102.6%UFCS MARKETUnited Fire Group, Inc. S&P600 H

49.4%UIHC MARKETUnited Insurance Hldgs Corp S&P600 B

79.6%UNFI MARKETUnited Natural Foods Inc. S&P400 B

100.6%UPS MARKETUnited Parcel Service Inc. S&P500 H

111.5%URI ASPIRATIONALUnited Rentals Inc. S&P500 H

84.7%X ASPIRATIONALUnited States Steel Corp S&P400 H

101.9%UTX MARKETUnited Technologies Corp S&P500 H

97.9%UTHR MARKETUnited Therapeutics Corp. S&P400 H

117.8%UNH MARKETUnitedHealth Group, Inc. S&P500 H

85.6%UNIT MARKETUniti Group Inc. S&P400 H

101.0%UVV COREUniversal Corporation S&P600 H

89.3%UEIC MARKETUniversal Electronics Inc. S&P600 H

60.3%UFPI MARKETUniversal Forest Products S&P600 B

122.7%UHT COREUniversal Health Realty S&P600 H

102.2%UHS COREUniversal Health Services S&P500 H

138.0%UVE MARKETUniversal Insurance Hldgs S&P600 S

83.3%UNM ASPIRATIONALUnum Group S&P500 B

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

94.6%UE COREUrban Edge Properties S&P400 H

155.5%URBN MARKETUrban Outfitters Inc S&P400 S

102.8%UBA COREUrstadt Biddle Prop cl A S&P600 H

127.0%ECOL MARKETUS Ecology, Inc S&P600 H

123.4%VFC MARKETV.F. Corporation S&P500 S

108.5%VLO MARKETValero Energy Corp. S&P500 H

109.4%VLY MARKETValley National Bancorp S&P400 H

106.6%VMI MARKETValmont Industries Inc S&P400 H

95.2%VVV COREValvoline Inc. S&P400 H

81.8%VREX MARKETVarex Imaging Corp S&P600 B

125.3%VAR MARKETVarian Medical Systems Inc. S&P500 S

127.9%VVC COREVectren Corporation S&P400 H

68.5%VECO ASPIRATIONALVeeco Instruments Inc. S&P600 B

81.2%VTR COREVentas Inc. S&P500 B

98.9%VRA COREVera Bradley, Inc. S&P600 H

164.5%PAY MARKETVerifone Systems, Inc Other S

202.7%VRSN MARKETVeriSign Inc S&P500 S

167.1%VRSK MARKETVerisk Analytics, Inc. S&P500 S

121.7%VRTV ASPIRATIONALVeritiv Corporation S&P600 S

95.2%VZ COREVerizon Communications, Inc. S&P500 H

104.2%VSM MARKETVersum Materials S&P400 H

133.4%VRTX ASPIRATIONALVertex Pharmaceuticals S&P500 S

79.1%VIAB MARKETViacom Inc cl B S&P500 B

124.5%VVI COREViad Corporation S&P600 H

110.0%VSAT MARKETViaSat, Inc. S&P400 H

139.4%VIAV MARKETViavi Solutions Inc. S&P600 S

449.6%VICR ASPIRATIONALVicor Corporation S&P600 S

120.1%VRTS MARKETVirtus Investment Prtnrs, Inc. S&P600 S

130.1%VRTU MARKETVirtusa Corporation S&P600 S

129.0%V MARKETVISA Inc. S&P500 SW

122.2%VSH MARKETVishay Intertechnology Inc. S&P400 S

63.0%VSTO COREVista Outdoor Inc. S&P600 B

121.6%VC MARKETVisteon Corporation S&P400 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

61.5%VSI MARKETVitamin Shoppe, Inc. S&P600 B

176.8%VG MARKETVonage Holdings Corp. S&P600 S

77.7%VNO COREVornado Realty Trust S&P500 B

86.8%VMC MARKETVulcan Materials Co S&P500 H

110.9%WRB COREW.R. Berkley Corp S&P400 H

133.8%GWW MARKETW.W. Grainger Inc. S&P500 S

91.9%WNC ASPIRATIONALWabash National Corp. S&P600 H

114.1%WAB MARKETWabtec Corporation S&P400 H

100.9%WDR ASPIRATIONALWaddell & Reed cl A S&P600 H

83.9%WAGE MARKETWageworks Inc S&P600 H

91.9%WBA MARKETWalgreens Boots Alliance, Inc. S&P500 H

128.2%WD MARKETWalker & Dunlop, Inc. S&P600 S

112.2%WMT COREWalmart Inc. S&P500 H

86.1%DIS MARKETWalt Disney Company S&P500 H

106.4%WAFD MARKETWashington Federal Inc S&P400 H

84.1%WPG MARKETWashington Prime Group S&P600 H

116.3%WM COREWaste Management Inc. S&P500 H

142.0%WAT MARKETWaters Corporation S&P500 S

102.9%WSO MARKETWatsco Inc. S&P400 H

132.3%WTS MARKETWatts Water Tech Inc S&P600 S

141.1%WDFC COREWD-40 Company S&P600 S

117.2%WBS MARKETWebster Financial Corp S&P400 S

101.9%WEC COREWEC Energy Group S&P500 H

90.0%WRI COREWeingarten Realty Investors S&P400 H

207.2%WCG MARKETWellcare Health Plans Inc S&P400 S

93.4%WFC MARKETWells Fargo & Co S&P500 H

87.6%WELL COREWelltower Inc. S&P500 B

103.8%WERN MARKETWerner Enterprises Inc. S&P400 H

119.0%WST MARKETWest Pharmaceutical Svcs S&P400 H

193.9%WABC MARKETWestAmerica Bancorp. S&P600 S

75.1%WDC ASPIRATIONALWestern Digital Corp. S&P500 BW

94.8%WU MARKETWestern Union S&P500 H

90.0%WRK ASPIRATIONALWestRock Company S&P500 H

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

226.1%WEX ASPIRATIONALWEX Inc. S&P400 S

95.9%WY MARKETWeyerhaeuser Co S&P500 H

79.5%WHR MARKETWhirlpool Corporation S&P500 B

90.9%WSR COREWhitestone REIT S&P600 H

80.4%WLH ASPIRATIONALWilliam Lyon Homes S&P600 H

109.6%WMB ASPIRATIONALWilliams Companies Inc S&P500 H

110.8%WSM MARKETWilliams-Sonoma Inc. S&P400 H

94.7%WLTW MARKETWillis Towers Watson Pub Ltd S&P500 H

168.0%WING MARKETWingstop Inc. S&P600 S

101.7%WGO ASPIRATIONALWinnebago Industries Inc S&P600 H

107.2%WTFC MARKETWintrust Financial Corp S&P400 H

52.8%WETF ASPIRATIONALWisdomTree Investments S&P600 B

137.7%WWW MARKETWolverine World Wide Inc. S&P600 S

110.3%WWD MARKETWoodward, Inc. S&P400 H

227.2%WRLD MARKETWorld Acceptance Corp S&P600 S

87.5%INT MARKETWorld Fuel Services Corp S&P400 H

544.4%WWE MARKETWorld Wrestling Entertainment S&P400 S

109.2%WOR MARKETWorthington Industries S&P400 H

134.1%WPX ASPIRATIONALWPX Energy, Inc. S&P400 S

83.4%WYND COREWyndham Destinations, Inc. S&P400 H

83.7%WH COREWyndham Hotels & Resorts, Inc. S&P400 H

82.5%WYNN MARKETWynn Resorts Ltd. S&P500 H

114.6%XEL COREXcel Energy Inc S&P500 H

84.4%XRX MARKETXerox Corporation S&P500 B

127.9%XLNX MARKETXilinx Inc. S&P500 H

121.6%XL COREXL Group plc S&P500 S

153.4%XOXO MARKETXO Group Inc. S&P600 S

54.7%XPER MARKETXperi Corporation S&P600 B

113.6%XYL MARKETXylem Inc. S&P500 H

118.8%YUM MARKETYum! Brands, Inc. S&P500 H

208.7%ZBRA ASPIRATIONALZebra Technologies Corp S&P400 S

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ClassSector Industry %FairPr CMAName Index

Stock Considerations - USA (Listed by Name)

94.3%ZBH MARKETZimmer Biomet Holdings, Inc. S&P500 H

95.2%ZION ASPIRATIONALZions Bancorp S&P500 H

122.9%ZTS MARKETZoetis Inc. S&P500 S

208.2%ZUMZ COREZumiez Inc. S&P600 S

Monday, September 10, 2018 Page 47 of 47