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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,464.40 | 30.69 | 0.29% |
| NASDAQ | 2,176.05 | 6.87 | 0.32% |
| S&P 500 | 1,110.63 | 4.98 | 0.45% |
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The investment seeks long-term capital appreciation.
The fund typically invests at least 80% of assets in equity securities of companies with small market capitalizations similar to those of companies included in the Russell 2000? Index, ranging from $3.3 million to $3.4 billion as of January 31, 2009. The equity includes common stock preferred stock, foreign investments funds or trusts and depository receipts that represent an ownership interest in the issuer. It may also invest in foreign securities and securities of larger companies. The fund may invest without limit in initial public offerings and exchange traded funds.
| Name | % of Total Fund Assets | |
|---|---|---|
| Phillips-Van Heusen Corporation (PVH) | 2.93 % | |
| Tellabs, Inc (TLAB) | 2.56 % | |
| Solera Holdings, Inc (SLH) | 2.45 % | |
| FreightCar America, Inc (RAIL) | 2.35 % | |
| Kansas City Southern, Inc (KSU) | 2.29 % | |
| View Holdings | ||
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Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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