Even though this sector was expected to be hit hard, these funds have proven resilient.
Congress' mandatory budget cuts are grounding elite military flying teams, creating an economic ripple effect in many communities.
Despite all the headwinds, the world is hungry for large aircraft and, for now, there are only two major manufacturers.
But the market is beginning to look overbought as oil prices and interest rates are on the move again. Google, Apple and Facebook boost the Nasdaq.
Buy it on the dip and wait for growth to pick up in 2014.
Indication that Europe is improving could not offset the negative sentiment ahead of more earnings and economic data.
Stocks are mixed, with the post-earnings advance from Apple helping the Nasdaq stay in positive territory.
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Serious issues like drought and the deterioration of the developed world spell opportunity for this industry leader.
The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
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Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
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