B4 The BulleTin • Sunday, auguST 21, 2022
MARKET RECAP
MutualFunds
For the week ending
Friday, August 19, 2022
WK %RETURN
CHG 1YR 3YR
FUND
NAV
AB
LgCpGrAdv
79.48 -1.58
AMG
YacktmanI
22.74 -.21
Akre
FocInstl d
56.97 -1.32
Allspring
SpMCpValIns 48.59 -.48
American Century
GrInv
42.47 -.80
UltraInv
70.46 -1.64
American Funds
AMCpA m
33.27 -.95
AmrcnBalA m 30.09 -.30
AmrcnHiIncA m 9.48 -.12
AmrcnMutA m 51.41 -.17
BdfAmrcA m 11.92 -.12
CptWldGrIncA m 52.83 -1.06
CptlIncBldrA m 64.75 -.63
EuroPacGrA m 50.15 -1.80
FdmtlInvsA m 64.57 -1.12
GlbBalA m
33.17 -.61
GrfAmrcA m 58.43 -1.55
HiIncMuniBdA m 15.14 -.17
IncAmrcA m 24.13 -.15
IntrmBdfAmrA m 12.87 -.05
InvCAmrcA m 44.60 -.67
NewWldA m 69.01 -1.67
NwPrspctvA m 52.75 -1.26
STBdAmrcA m 9.60
...
SmCpWldA m 59.60 -2.07
TheNewEcoA m 47.29 -1.22
TxExBdA m
12.30 -.13
WAMtInvsA m 54.49 -.39
Artisan
IntlValueInstl 37.58 -.95
Baird
AggrgateBdInstl 10.07 -.08
CorPlusBdInstl 10.32 -.09
IntermBdInstl 10.40 -.04
ShrtTrmBdInstl 9.36 +.01
Baron
EmMktsInstl 13.49 -.39
BlackRock
EqDivInstl
19.61 -.16
EqDivInvA m 19.52 -.15
GlbAllcIncInstl 17.36 -.34
GlbAllcIncInvA m 17.20 -.34
HYBdInstl
6.96 -.11
HYBdK
6.97 -.11
HthSciOpIns 68.45 -.38
LowDurBdInstl 9.12
...
MidCpGrEqInstl 34.92 -1.19
StrIncOpIns
9.57 -.05
StratMuOpIns 10.65 -.13
TtlRetInstl
10.44 -.09
Calamos
MktNetrlIncIns 14.00 -.03
Causeway
IntlValInstl
15.09 -.52
ClearBridge
ApprecA m
30.82 -.18
LgCpGrI
57.75 -1.56
Cohen & Steers
InstlRltys
51.64 -1.08
PrfrdScInc,IncI 12.49 -.09
q
-13.9 +15.3
-1.8 +11.4
-10.1 +10.1
+6.3 +13.1
-12.6 +15.2
-15.1 +18.6
-15.3
-4.6
-4.8
+5.5
-9.9
-12.1
-2.1
-23.4
-6.9
-10.4
-15.7
-8.4
-0.2
-5.6
-5.1
-20.2
-16.0
-3.5
-25.0
-20.9
-8.0
+2.3
+9.3
+7.8
+3.7
+11.5
-0.1
+7.3
+5.9
+3.8
+11.4
+4.1
+12.7
+0.4
+7.9
+0.4
+11.6
+5.3
+11.6
0.0
+7.7
+7.7
-0.6
+12.5
-8.6
+8.7
-11.2
-11.1
-7.9
-3.8
-1.2
-0.9
-0.3
+0.4
-25.5
+1.1
+2.2 +11.2
+2.0 +10.9
-10.6 +7.3
-10.8 +7.0
-6.3 +2.3
-6.2 +2.5
-6.3 +11.3
-4.7 -0.1
-24.8 +6.9
-4.2 +1.9
-9.1 -1.1
-10.4 -0.7
-1.8
+2.7
-12.1
+5.2
-2.1 +12.8
-16.2 +10.5
-0.5
-9.0
+7.9
+1.7
RlEsttSecIncIns 18.71 -.41
Rltys
72.13 -1.53
Columbia
DivIncIns
29.98 -.06
LgCpGrIns
51.66 -.86
SlgCmsInfoA m 103.66 -4.16
DFA
EMktCorEqI
21.29 -.41
EmMktsValInstl 27.94 -.56
FvYrGlbFIIns 10.08 -.01
GlbEqInstl
28.73 -.47
GlbRlEsttSec 11.64 -.32
InflProtSecIns 12.06
...
IntlCorEqIns 13.52 -.44
IntlRlEsttScIns 3.95 -.16
IntlSmCoInstl 17.74 -.70
IntlSmCpValIns 18.43 -.65
IntlValInstl
17.37 -.56
ItmGovtFIIns 11.45 -.09
LgCpIntlInstl 23.12 -.67
OneYearFIInstl 10.11 +.01
RlEsttSecInstl 45.63 -.93
ShTrmExQtyI 10.34 -.01
TwYrGlbFIIns
9.63
...
USCorEq1Instl 32.97 -.37
USCorEqIIInstl 29.94 -.33
USLgCo
30.14 -.36
USLgCpValInstl 43.37 -.46
USMicroCpInstl 25.56 -.28
USSmCpInstl 43.08 -.54
USSmCpValInstl 43.11 -.38
USSstnbtyCor1 32.62 -.42
USTrgtedValIns 29.68 -.31
Delaware Inv
ValInstl
20.45 -.06
Diamond Hill
LgCpI
32.46 -.48
Dodge & Cox
BalI
101.97 -1.38
GlbStkI
13.77 -.35
IncI
12.74 -.11
IntlStkI
42.85 -1.36
StkI
231.68 -2.91
DoubleLine
CorFII
9.76 -.07
LowDurBdI
9.54
...
TtlRetBdI
9.36 -.05
Eaton Vance
AtlntCptSMIDCI 38.60 -.26
FltngRtInstl
8.43 -.04
Edgewood
GrInstl
40.54 -1.30
FPA
Crescent
34.33 -.66
NewInc
9.64 -.02
Federated
InsHYBdIns
8.76 -.13
StratValDivIns 6.25 -.01
TtlRetBdInstl
9.97 -.08
Fidelity
500IdxInsPrm 147.05 -1.73
AsstMgr50% 19.69 -.31
BCGrowth
137.10 -3.98
BCGrowth
12.35 -.35
Balanced
26.75 -.39
BalancedK
26.75 -.39
Cap&Inc
9.55 -.11
Contrafund
14.85 -.26
ContrafundK 14.90 -.26
CptlApprec
38.52 -.89
DivGro
33.49 -.31
DiversIntl
37.23 -1.13
EmergMketsOpps 16.37 -.55
DOW
33,706.74 -54.31
q
-1.9
-0.6
+8.0
+7.8
+2.4 +12.7
-15.0 +15.4
-6.9 +24.0
-11.9
-6.3
-7.4
-4.7
-6.7
-4.8
-12.9
-15.8
-16.9
-10.3
-3.7
-10.6
-12.4
-1.5
-1.5
-5.4
-3.0
-1.4
-1.0
-2.7
+1.2
+3.7
+1.4
+11.0
-5.1
+9.8
+5.9
+6.0
-1.8
+12.0
+3.2
+3.4
+6.1
-2.5
+6.0
+5.9
+7.0
-1.7
+5.5
-0.1
+6.6
-0.8
-0.5
+14.8
+15.0
+14.9
+11.2
+14.2
+14.2
+17.8
+15.2
+17.6
+4.8
+9.5
-2.6 +11.5
-3.0 +10.0
-1.6 +12.0
-9.2 +0.2
-6.7 +6.1
+0.3 +15.2
-9.8
-2.7
-8.8
-1.3
+0.4
-1.4
+0.8
-0.5
+9.9
+2.3
-33.3
+8.7
-4.9
-2.4
+9.2
+0.5
-7.1
+14.1
-9.4
+1.9
+9.5
+0.3
-2.6
-8.6
-19.7
-19.3
-6.4
-6.3
-4.8
-15.1
-15.2
-6.1
+0.2
-20.9
-22.9
+15.0
+6.1
+18.3
+18.7
+11.6
+11.7
+6.1
+12.8
+12.9
+16.5
+11.8
+5.2
+2.7
EqDividendInc 27.75 -.21
EqIncome
66.78 -.16
ExMktIdxInPr 71.30 -2.36
Fidelity
65.41 -.93
FltngRtHiInc
9.18 -.03
FourinOneIdx 51.22 -1.01
Frdm 2020
13.85 -.23
Frdm 2025
12.73 -.22
Frdm 2030
15.89 -.30
Frdm 2035
13.66 -.29
Frdm 2040
9.67 -.22
Frdm 2045
11.09 -.25
Frdm 2050
11.21 -.26
GlbexUSIdxInsPr 12.89 -.36
GlobalexUSIdx 12.70 -.35
GroCo
28.27 -.79
GroCo
15.90 -.44
GroCoK
28.39 -.79
Growth&Inc
49.84 -.57
IntlGr
15.14 -.49
IntlIdxInstlPrm 41.35 -1.24
IntlVal
9.72 -.29
InvmGradeBd 10.35 -.09
InvmGradeBd 7.43 -.07
LargeCapValIdx 14.73 -.18
LgCpValEnhIdx 15.35 -.12
LowPrStk
50.36 -.43
Magellan
12.38 -.22
MidCapStock 38.93 -.51
NasdCmpIdx 160.74 -4.26
OTCPortfolio 15.19 -.36
OTCPortfolioK 15.52 -.36
Overseas
51.77 -1.84
Puritan
23.74 -.26
RealEstInv
47.67 -1.07
SmCpOpps
13.10 -.19
TotalBond
9.82 -.10
TtlMktIdxInsPrm 118.02 -1.78
USBdIdxInsPrm 10.69 -.09
Value
14.24 -.24
Fidelity Advisor
GrowthOppsI 115.64 -3.75
NewInsA m
31.79 -.58
NewInsI
33.06 -.60
StgInc
11.35 -.12
TotalBondI
9.80 -.10
Fidelity Select
Biotechnology 16.47 -.74
HealthCare
27.89 -.74
MedTech&Devcs 62.89 -2.12
Semicon
17.40 -.64
Swre&ITSvcs 23.55 -.61
Technology
21.61 -.59
First Eagle
GlbA m
59.82 -1.19
Franklin Templeton
CATxFrIncA1 m 6.92 -.09
DynaTechA m 112.28 -4.45
DynaTechR6 118.48 -4.69
FdrTFIncA1 m 10.90 -.13
Gr,IncA m
21.64 -.38
GrA m
125.02 -2.68
IncA1 m
2.36 -.02
IncAdv
2.34 -.02
IncC m
2.41 -.02
MutGlbDiscvA m 29.09 -.67
RisingDivsA m 87.97 -.85
Harbor
CptlApprecInstl 75.47 -1.93
Harding Loevner
IntlEqInstl
23.71 -.76
INVESCO
ComStkA m 29.57 -.24
+4.8
+0.9
-16.3
-9.6
+1.2
-9.8
-9.9
-10.2
-10.3
-10.5
-10.5
-10.5
-10.5
-14.1
-14.1
-17.4
-16.5
-17.3
+3.4
-18.1
-14.6
-8.6
-10.1
-10.7
+0.9
+2.2
-1.0
-9.0
+4.8
-11.9
-17.4
-17.3
-20.6
-6.3
-2.0
-1.6
-10.2
-5.0
-10.5
+6.3
-26.8 +15.4
-15.1 +10.0
-14.9 +10.3
-8.2 +1.4
-10.2 -0.2
-19.9
-9.9
-21.4
+0.4
-17.3
-16.7
+6.4
+12.5
+11.0
+29.8
+15.3
+21.1
-4.5
+6.5
-9.1
-28.4
-28.1
-9.6
-11.2
-11.9
+1.1
+1.3
+1.0
-2.2
-2.0
-0.9
+10.3
+10.6
-0.8
+3.9
+13.1
+7.5
+7.5
+7.0
+6.3
+12.9
-22.3 +14.2
-18.9
+6.1
+9.4 +14.5
q
NYSE
15,588.32 -216.06
+12.2
+12.3
+10.2
+15.5
+3.0
+8.8
+5.2
+5.9
+6.9
+8.6
+9.6
+9.6
+9.6
+4.2
+4.2
+21.7
+23.1
+21.8
+14.5
+7.5
+4.3
+6.4
0.0
-0.4
+10.9
+12.5
+14.2
+13.4
+14.4
+17.5
+17.2
+17.3
+5.7
+10.4
+5.5
+11.8
-0.2
+14.2
-1.4
+18.2
DevMktsY
35.88 -.86
EqandIncA m 10.66 -.09
GlbA m
92.85 -3.59
HYMuniA m
9.07 -.11
MnStrA m
49.37 -.54
RisingDivsA m 23.38 -.19
RisingDivsC m 18.66 -.15
JPMorgan
CPBondR6
7.52 -.06
CoreBondI
10.61 -.08
CoreBondR6 10.63 -.08
EqIncI
23.40 -.10
LCapGrI
51.46 -.64
MCapValL
40.08 -.29
ShDurBdR6
10.60
...
USRsrchEnhEqR6 32.81 -.40
John Hancock
BdI
14.07 -.14
BdR6
14.09 -.15
DiscpValI
22.67 -.20
DiscpValMCI 26.29 -.32
IntlGrI
26.14 -.55
MltMgLsBlA b 13.49 -.23
MltmgrLsGr1 b 14.23 -.28
Lazard
GlbLtdInfrsIns 16.90 -.10
Loomis Sayles
GrY
21.03 -.58
Lord Abbett
AffiliatedA m 16.91 -.08
BdDebA m
7.30 -.05
BdDebI
7.26 -.05
ShrtDurIncA m 3.93
...
ShrtDurIncF b 3.93
...
ShrtDurIncI
3.93
...
MFS
GrA m
143.05 -3.33
GrI
154.67 -3.60
InstlIntlEq
28.04 -.67
ValA m
51.24 -.33
ValI
51.57 -.33
Metropolitan West
TtlRetBdI
9.61 -.09
TtlRetBdM b
9.61 -.10
TtlRetBdPlan
9.01 -.09
Neuberger Berman
LgCpValInstl 42.57 -.20
LgShInstl
17.31 -.06
Northern
StkIdx
46.43 -.55
Nuveen
HYMuniBdA m 16.06 -.26
HYMuniBdI
16.06 -.27
IntermDrMnBdI 8.87 -.10
LtdTrmMnBdI 10.81 -.10
Oakmark
IntlInv
22.69 -1.07
Inv
108.44 -2.22
Old Westbury
GlbSmMdCpStrat 14.61 -.43
LgCpStrats
15.53 -.29
Osterweis
StrInc
10.65 -.07
PGIM Investments
HighYieldZ
4.83 -.07
TtlRetBdZ
12.52 -.12
PIMCO
AlAstInstl
11.44 -.14
CmdtyRlRtStrIns 6.63 -.05
HYInstl
8.01 -.12
IBdUSDHI
9.89 -.08
IncA m
10.85 -.11
IncI2
10.85 -.11
NASDAQ
12,705.21 -341.97
-24.8 -1.9
-1.1 +9.5
-23.5 +7.4
-10.0 -0.3
-6.5 +11.0
-0.9 +12.9
-1.7 +12.1
-9.3
-9.3
-9.2
+5.6
-10.6
+4.1
-3.4
-0.1
-0.6
-0.9
-0.7
+12.9
+18.9
+12.4
+0.7
+17.8
-11.5 -0.7
-11.3 -0.6
+4.3 +12.3
+2.7 +11.8
-24.3 +4.3
-9.4 +6.5
-9.6 +8.4
+9.8
+8.5
-17.3 +10.8
-1.3
-9.9
-9.7
-3.8
-3.7
-3.6
+8.3
+0.5
+0.7
+0.4
+0.5
+0.6
-16.4
-16.2
-12.1
+0.2
+0.5
+11.5
+11.7
+6.2
+10.5
+10.7
-11.4
-11.7
-11.4
-1.1
-1.3
-1.1
+2.5 +15.9
-0.5 +8.3
-2.7 +14.8
-8.9
-8.6
-6.8
-3.8
+0.9
+1.1
-0.2
+0.3
-18.1 +3.1
-3.5 +16.1
-17.4
-12.9
+5.2
+7.4
-4.3
+3.1
-6.3
-12.5
+2.7
-1.7
-4.9 +7.1
+29.9 +20.4
-6.9 +1.4
-7.8 -1.0
-5.7 +1.4
-5.4 +1.7
q
IncInstl
10.85
InvtGrdCdtBdI 9.04
InvtGrdCdtBdI-2 9.04
LowDrInstl
9.30
MortgOpps&BdI 10.03
RlRetInstl
10.85
ShrtTrmIns
9.58
TtlRetA m
9.02
TtlRetIns
9.02
PRIMECAP Odyssey
AgrsGr
43.12
Gr
39.13
Stk
36.56
Parnassus
CorEqInv
55.86
Performance
StrBd
20.11
Pioneer
A m
33.32
Putnam
GrOppsA m
47.84
LrgCpValA m 30.40
LrgCpValY
30.41
Schwab
FdmtlUSLgCIdx 22.17
IntlIdx
19.85
SP500Idx
65.36
Schwab1000Idx 91.52
SmCpIdx
31.57
TtlStkMktIdx 72.69
State Farm
Gr
101.65
T. Rowe Price
BCGr
134.41
Comm&TeInv 134.99
CptlAprc
34.66
DivGr
68.78
EqIdx500
111.41
EqInc
35.48
GrStk
77.65
HlthSci
92.55
InsFltngRt
9.39
InsMdCpEqGr 60.96
LrgCpGrI
56.50
MdCpGr
97.33
NewHorizons 56.47
OverseasStk 11.03
Rtr2020
19.85
Rtr2025
17.29
Rtr2030
25.80
Rtr2035
19.78
Rtr2040
28.14
Rtr2045
19.72
SciandTech
33.02
SmCpVal
55.87
SpectrumInc 11.56
TIAA-CREF
BdIdxIns
9.93
EqIdxIns
30.31
IntlEqIdxIns
19.21
LfcyclId2035I 23.22
LfcyclId2040I 24.49
LgCpGrIdxIns 47.85
LgCpValIdxIns 23.40
SP500IdxI
46.67
Thornburg
LtdTrmIncI
12.80
Tweedy, Browne
GlbVal
26.67
USAA
SP500IdxRwd 54.95
VALIC Co I
StkIdx
48.76
-.11
-.11
-.11
...
-.03
-.03
+.02
-.09
-.09
-5.3
-13.7
-13.8
-4.8
-4.5
-4.6
-1.5
-11.0
-10.7
+1.8
-1.9
-2.0
-0.3
+1.4
+3.6
+0.7
-1.5
-1.1
-1.30 -15.3 +7.9
-.74 -7.3 +11.6
-.38 -4.6 +12.6
-.59
-5.8 +13.5
-.17 -10.1
-.62
-0.9
-4.3 +15.2
-.79 -13.2 +14.5
-.23 +4.1 +14.1
-.23 +4.3 +14.4
-.15 +5.0 +16.9
-.59 -14.5 +4.9
-.77 -1.2 +15.9
-1.30 -3.4 +15.3
-.95 -6.2 +11.7
-1.09 -3.7 +15.1
-.37
-3.88
-3.98
-.56
-.31
-1.32
-.28
-2.33
-2.09
-.03
-1.35
-1.67
-2.09
-2.54
-.34
-.27
-.25
-.42
-.35
-.54
-.38
-1.56
-1.31
-.13
+0.8 +15.7
-22.6
-27.7
-1.5
+0.4
-2.8
+5.7
-24.8
-10.3
+0.7
-14.1
-19.5
-13.7
-28.1
-14.6
-8.6
-9.1
-9.9
-10.6
-11.1
-11.1
-25.4
-1.5
-8.1
+8.9
+9.8
+11.7
+13.2
+14.8
+12.0
+9.3
+13.8
+2.9
+7.9
+13.1
+8.0
+10.3
+5.5
+5.9
+6.8
+7.4
+8.1
+8.6
+9.1
+10.1
+11.8
+0.8
-.09 -10.7 -1.5
-.46 -4.6 +14.3
-.58 -14.6 +4.2
-.38 -8.8 +7.8
-.43 -8.7 +8.7
-.80 -9.4 +17.4
-.28 +0.8 +10.8
-.55 -2.6 +14.9
-.03
-6.1
+0.5
-.30
-5.6
+3.7
-.72
-2.3 +16.2
-.57
-2.8 +14.6
q
S&P 500
4,228.48 -51.67
Vanguard
500IdxAdmrl 391.11 -4.60
BalIdxAdmrl
43.19 -.54
BalIdxIns
43.20 -.54
CAITTxExAdm 11.24 -.13
CptlOppAdmrl 168.80 -3.42
CptlOppInv
73.11 -1.49
DevMIdxAdmrl 13.61 -.42
DevMIdxIns
13.63 -.42
DivGrInv
36.75 +.07
EMStkIdxInAdm 34.57 -.69
EMStkIdxIns 26.29 -.52
EqIncAdmrl
90.95
...
EqIncInv
43.39 -.01
ExplorerAdmrl 99.51 -2.95
ExtMktIdxAdmrl 113.56 -3.73
ExtMktIdxIns 113.55 -3.73
ExtMktIdxInsPls 280.22 -9.21
FAWexUSIAdmr 31.80 -.88
FSocialIdxIns 28.44 -.49
GNMAAdmrl
9.73 -.07
GNMAInv
9.73 -.07
GlbEqInv
31.68 -1.18
GrIdxAdmrl 133.07 -3.14
GrIdxIns
133.08 -3.14
GrandIncAdmrl 93.84 -.95
GrandIncInv
57.50 -.58
HCAdmrl
88.69 -1.21
HCInv
210.30 -2.88
HYCorpAdmrl 5.35 -.08
HYTEAdmrl
10.63 -.13
ITIdxAdmrl 195.02 -4.01
InTrBdIdxAdmrl 10.59 -.11
InTrInGdAdm
8.71 -.11
InTrTEAdmrl 13.53 -.15
InTrTrsAdmrl 10.38 -.08
InflPrtScAdmrl 25.75 -.01
InflPrtScIns
10.49
...
InsIdxIns
358.91 -4.22
InsIdxInsPlus 358.91 -4.22
InsTtlSMIInPls 75.01 -1.13
IntlGrAdmrl 100.52 -5.52
IntlGrInv
31.59 -1.74
IntlValInv
36.12 -.90
LTInGrdAdm
8.52 -.20
LTTEAdmrl
10.81 -.15
LfStrCnsrGrInv 20.39 -.28
LfStrGrInv
38.53 -.69
LfStrIncInv
15.13 -.17
LfStrModGrInv 29.37 -.47
LgCpIdxAdmrl 97.54 -1.34
LtdTrmTEAdmrl 10.74 -.08
MCpGrIdxAdm 86.66 -2.96
MCpVlIdxAdm 74.31 -.87
MdCpIdxAdmrl 274.83 -6.16
MdCpIdxIns
60.71 -1.36
MdCpIdxInsPlus 299.43 -6.71
PrmCpAdmrl 151.45 -2.27
PrmCpCorInv 30.52 -.37
RlEstIdxAdmrl 140.98 -3.19
RlEstIdxInstl 21.82 -.49
SCpGrIdxAdm 79.92 -3.20
SCpValIdxAdm 72.69 -.96
STBdIdxAdmrl 10.06 -.02
STBdIdxIns
10.06 -.02
STBdIdxInsPlus 10.06 -.02
STFederalAdmrl 10.32 -.01
STInfPrScIdAdmr 25.02 -.01
STInfPrScIdIns 25.04 -.01
STInvmGrdAdmrl 10.13 -.03
STInvmGrdIns 10.13 -.03
STInvmGrdInv 10.13 -.03
STTEAdmrl
15.60 -.07
STTrsAdmrl
10.17 -.01
RUSSELL 2000
1,957.35 -59.27
-2.6
-7.1
-7.1
-6.7
-9.6
-9.6
-14.4
-14.4
+3.9
-13.2
-13.2
+6.0
+5.9
-12.0
-16.3
-16.3
-16.3
-14.0
-7.4
-7.2
-7.3
-16.2
-12.1
-12.0
-1.2
-1.3
-3.6
-3.6
-6.4
-9.5
-6.7
-11.3
-11.9
-6.7
-8.7
-4.5
-4.4
-2.6
-2.6
-5.0
-30.6
-30.7
-11.5
-20.9
-9.1
-9.7
-9.1
-10.1
-9.4
-4.8
-3.2
-15.2
+3.6
-6.1
-6.0
-6.0
-6.4
-5.2
-3.6
-3.6
-16.9
+3.3
-5.2
-5.2
-5.2
-4.3
+1.0
+1.1
-5.6
-5.5
-5.7
-1.3
-3.9
+14.9
+8.1
+8.1
-0.5
+13.7
+13.7
+5.2
+5.2
+12.7
+4.0
+4.0
+12.8
+12.7
+11.9
+10.2
+10.2
+10.2
+4.7
+14.7
-1.0
-1.1
+8.4
+16.8
+16.8
+15.3
+15.2
+12.5
+12.5
+1.8
-0.2
+22.4
-1.1
-0.7
-0.2
-0.8
+3.3
+3.3
+14.9
+15.0
+14.2
+9.9
+9.8
+5.0
-3.6
-0.4
+3.2
+8.1
+0.7
+5.7
+14.7
+0.3
+11.2
+12.2
+12.0
+12.0
+12.1
+13.2
+12.8
+6.2
+6.2
+7.6
+12.8
-0.2
-0.1
-0.1
+0.2
+3.6
+3.6
+0.2
+0.3
+0.1
+0.4
+0.1
SeledValInv
28.63 -.53
SmCpIdxAdmrl 96.14 -2.32
SmCpIdxIns
96.13 -2.32
SmCpIdxInsPlus 277.48 -6.70
StarInv
27.48 -.58
StrEqInv
35.87 -.57
TMCapApAdm 218.50 -3.01
TMSmCpAdm 84.69 -1.26
TrgtRtr2020Fd 27.88 -.37
TrgtRtr2025Fd 18.04 -.28
TrgtRtr2030Fd 33.86 -.56
TrgtRtr2035Fd 20.95 -.36
TrgtRtr2040Fd 36.80 -.66
TrgtRtr2045Fd 24.76 -.47
TrgtRtr2050Fd 40.89 -.77
TrgtRtr2055Fd 45.52 -.86
TrgtRtr2060Fd 41.87 -.80
TrgtRtrIncFd 13.05 -.15
TtBMIdxAdmrl 9.94 -.09
TtBMIdxIns
9.94 -.09
TtBMIdxInsPlus 9.94 -.09
TtInBIdxAdmrl 20.07 -.24
TtInBIdxIns
30.11 -.37
TtInSIdxAdmrl 28.45 -.80
TtInSIdxIns 113.76 -3.19
TtInSIdxInsPlus 113.79 -3.19
TtInSIdxInv
17.01 -.47
TtlSMIdxAdmrl 103.08 -1.56
TtlSMIdxIns 103.10 -1.56
TtlSMIdxInv 103.05 -1.56
TxMgBalAdmrl 38.43 -.46
USGrAdmrl 121.60 -4.81
USGrInv
46.91 -1.86
ValIdxAdmrl
55.47 -.16
ValIdxIns
55.47 -.16
WlngtnAdmrl 74.59 -.75
WlngtnInv
43.20 -.43
WlslyIncAdmrl 64.39 -.44
WlslyIncInv
26.58 -.18
WndsrAdmrl 80.34 -1.06
WndsrIIAdmrl 74.35 -.97
WndsrIIInv
41.91 -.55
WndsrInv
23.83 -.32
Victory
SycEsVlI
48.74 -.48
Voya
IntermBdI
9.01 -.07
WCM
FocIntGrIns
20.67 -.66
Western Asset
CorBdI
11.25 -.14
CorBdIS
11.26 -.15
CorPlusBdI
10.01 -.18
CorPlusBdIS 10.01 -.18
iShares
S&P500IdxK 496.96 -5.86
+1.6
-5.4
-5.4
-5.4
-11.9
+0.4
-4.1
-0.9
-8.3
-9.1
-9.2
-9.1
-9.0
-8.8
-8.8
-8.8
-8.8
-8.0
-10.8
-10.7
-10.7
-10.2
-10.2
-14.2
-14.1
-14.1
-14.2
-5.0
-5.0
-5.1
-5.2
-27.2
-27.3
+4.2
+4.2
-5.3
-5.4
-5.6
-5.6
+6.7
-1.8
-1.8
+6.6
+12.1
+11.0
+11.0
+11.0
+7.6
+13.6
+14.7
+12.5
+4.9
+5.6
+6.5
+7.4
+8.3
+9.2
+9.3
+9.3
+9.2
+2.9
-1.5
-1.5
-1.5
-2.6
-2.6
+4.8
+4.8
+4.8
+4.7
+14.2
+14.2
+14.1
+7.1
+12.1
+12.0
+12.3
+12.3
+8.5
+8.4
+4.4
+4.3
+16.4
+15.2
+15.1
+16.3
+5.7 +16.7
-10.8
-1.2
-23.2
+8.5
-13.7
-13.7
-15.3
-15.2
-1.9
-1.9
-2.2
-2.1
-2.6 +14.9
Fund Footnotes: b - Fee covering market
costs is paid from fund assets. d - Deferred
sales charge, or redemption fee. f - front
load (sales charges). m - Multiple fees are
charged, usually a marketing fee and either a
sales or redemption fee. NA - not available.
p - previous day´s net asset value. s - fund
split shares during the week. x - fund paid a
distribution during the week.
Source: Morningstar.
q
WILSHIRE 5000
42,177.29 -690.02
CONDITIONS REPORT
HIKING AND DAY
USE SITES
Pick up The Bulletin’s Explore
section every Friday for weekly
outdoor adventures. For a full list
of conditions updated regularly,
visit centraloregonexplore.com.
NOTE: Cascade Wilderness permits
are now required for 19 trailheads for
day use and all trailheads for overnight
use in the Mount Jefferson, Mount
Washington and Three Sisters Wilder-
nesses from June 15 through Oct. 15.
Deschutes National Forest
• Bear Valley Trailhead: Open
• Black Butte Trailhead: Open; snow-free with
light downfall
• Black Crater Trailhead: Open; snow-free some
downfall
• Buttes Loop Trailhead: Open
• Cabot Lake Trailhead: Open; snow-free with
moderate downfall
• Cascade Lakes Welcome Station: Closed
• Canyon Creek Meadows: Open; Central
Cascades Wilderness Permit required
• Chush Falls: Open; snow-free to falls
• Cinder Beach Day Use: Open; operated by the
Suttle lodge
• Cinder Hill Day Use: Open
• Green Ridge Lookout: Open
• Green Ridge Trail: Open
• Head of Jack Creek Trailhead: Open; snow-
free and clear; possible downfall
• Metolius River Trail: Open
• Jack Lake Trailhead: Open; snow-free and
clear; Central Cascades Wilderness Permit
required
• Jefferson Lake: Open; snow-free and clear
• Lake Creek Trail: Open; snow-free and clear
• Lava Camp Lake Trailhead: Open; Central
Cascades Wilderness Permit required
• Lower Black Butte Trailhead: Open
• Lower Bridge Day Use: Open
• Lower Canyon Creek (West Metolius
Trailhead): Open; snow-free and clear
• Metolius-Windigo: Open
• Millican Crater Trailhead: Open; clear from Th
to point approximately two miles up trail
• Park Meadow: Open; snow-free with some
downfall
• Pole Creek Trailhead: Open; snow-free with
moderate blowdown between Th and junction
with green lakes Trail
• Rockpile Lake: Open; snow-free with light
downfall on first mile
• Round Lake Trailhead: Open; snow-free with
moderate downfall
• Scott Pass Trailhead: Open; snow-free with
possible downfall
• Scout Lake Day Use: Open
• Sisters Cow Camp: Open
• Sisters Mirror Trailhead: Open Central
Cascades Wilderness Permit required
• Suttle Lake Day Use: Open; snow-free and
clear
• Tam McArthur Rim Trailhead: Open; possible
snow; Tam Rim horse trail has light deadfall;
Central Cascades Wilderness Permit required
• Whychus Creek Overlook Trailhead: Open;
snow-free and clear
• Whychus Portal (Lower Whychus Trailhead):
Open; snow-free and clear
• Wickiup Plains Trailhead: Open; snow-free on
first three miles; unknown beyond
Ochoco National Forest
• Royal Flush: Closed
• All other trails riding well
Prineville and Ochoco trails
• Scotty Creek: Variable
• All other trails riding well
Sisters trails
• Metolius-Windigo (99 Upper), Suttle Tie:
Sandy/loose
• All other trails riding well
Maston complex
• All trails riding well
• Redmond trails
• All trails riding well
Madras East Trails
• E-Bikes allowed on all trails
• All trails riding well
Waldo Lake Region
• Cultus Lake Loop: Variable
• Waldo Lake: Closed
• All other trails riding well
Cascade Crest
Mark Morical/The Bulletin
The Chush Falls Trail starts out through an area burned by the 2012 Pole Creek Fire.
• Dee Wright Observatory: Open
• Foley Ridge: Open
• Hand Lake Trailhead: Open; Central Cascades
Wilderness Permit required
• McKenzie River Trail: Partially open; closed
from Tamolitch Falls Trailhead to Frissell Boat
launch due to fire activity
• Obsidian Trailheads: Open; Central Cascades
Wilderness Permit required
• Patjens Lake Trail: Open; Central Cascades
Wilderness Permit required
• Proxy Falls Trailhead: Open
• Tenas Lakes Trailhead: Open
• Separation Lake Trailhead: Open
• Rainbow Falls Trailhead: Open
• Robinson Lake Trailhead: Open
• Tamolitch Blue Pool: Open
CAMPING
Deschutes National Forest
•
•
•
•
•
•
•
•
•
• Alder Springs Trailhead: Open
Willamette National Forest —
Three Sisters Wilderness Area
• Benson/Tenas Trailhead: Open; Central
Cascades Wilderness Permit required
•
•
•
•
Allen Springs Campground: Open
Allingham Campground: Open
Big Cove Boat-in Campground: no campfires
Camp Sherman Campground: Open
Cold Springs Campground: Open
Driftwood Campground: Opens
Gorge Campground: Open
Graham Corral Horse Camp: Open; no water
Green Ridge Lookout: Open; no open
availability; no campfires
Indian Ford Campground: Open
Jack Creek Campground: Open
Lava Camp Lake Campground: Open; Central
Cascade Wilderness Overnight Permit required
Link Creek Campground: Open
CYCLING
EVENTS
East of Bend trails
Sunday 8/21
• River, Fen + Wildflower Hike: Join the
deschutes land Trust and david Miller
for a tour and enjoy the wildflowers;
10 a.m.-2 p.m.; must register in
advance; Metolius River Preserve,
Camp Sherman; deschuteslandtrust.
org or 541-330-0017.
• Sunday Yoga: Wind down your
summer weekends with playful
grounding outdoor yoga classes
steps away from the lake lodge; 4:30-
5:30 p.m.; $20 drop in, RSVP; The Suttle
lodge, 13300 u.S. highway 20, Sisters;
thesuttlelodge.com or 541-638-7001.
• Dry River Canyon: Closed from Feb. 1-aug. 31
• All other trails riding well
Phil’s Trail Complex
• Some trails are closed weekdays until 3 p.m.
Friday
• Storm King closed between Storm King’s
junction with Phil’s Trail and Grand Slam
• EXT, Storm King Upper: Closed
• Pinedrops, Helipad, Lower Whoops: Sandy/
loose
• All other trails riding well
Wanoga Trail Complex
• Tiddlywinks, Dinah Moe Humm: Sandy/loose
• All other trails riding well
• Lower Bridge Campground: Open
• Lower Canyon Creek Campground: Open
• Monty Campground: Opens Memorial day;
no campfires
• Perry South Campground: Open
• Pioneer Ford Campground: Open
• Riverside Campground: Open
• Scout Lake Campground: Open
• Sisters Cow Camp Horse Camp: Open; no
campfires
• Smiling River Campground: Open
• South Campground: Open
• South Shore Campground: Open
• Three Creek Lake Campground: Open
• Three Creek Meadow Campground & Horse
Camp: Open
North of Skyliner trails
• All trails riding well
Swampy Lakes trails
• All trails riding well
Cascade Lakes trails
• Metolius-Windigo (Lava Lake): Sandy/loose
• All other trails riding well
Mt. Bachelor
• Hot Dust, Redline: Sandy/loose
• All other trails riding well
Sunriver area trails
• Black Rock, Crater Rim: Sandy/loose
• Bachelor Mountain, Bruno Meadow,
Bugaboo Ridge, Coffin Lookout, Heart
Lake: Variable
• Swamp Peak: deep snow
• All other trails riding well
McKenzie Region
• McKenzie River trail closed from Tamolitch
Trailhead to Fissell Boat Launch due to
Knoll Fire
• Frissell: deep snow
• All other trails riding well
FISHING
Updated at 10 a.m. Aug. 18
• Middle Deschutes (Benham Falls to Lake
Billy Chinook): 3,620 cfs; brown trout,
rainbow trout; no recent report; artificial flies
and lures only, no limit on brown trout
• Metolius River: 1,360 cfs; bull trout, rainbow
trout; good fishing reported; fly fishing only
upstream of Bridge 99, artificial lures and
flies permitted below; catch and release only;
public access to Wizard Falls hatchery remains
closed
• McKenzie River (at Clear Lake): 206 cfs
• McKenzie River (near Belknap Springs):
211 cfs; rainbow and coastal cutthroat trout;
fire cleanup still being conducted in the area,
access may be limited; all nonadipose fin-
clipped trout must be released; lures and
artificial flies only
• Lake Billy Chinook: Bull, brown and rainbow
trout, kokanee, smallmouth bass; anglers in
the deschutes arm are seeing bull, brown and
rainbow trout, while a few bull trout are being
caught in the Metolius arm; for the remainder
of the reservoir, harvest is limited to one bull
trout over 24 inches under the daily trout limit;
anglers can now keep five kokanee in addition
to daily trout limit; no bag or size limits on
brown trout and bass