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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 growth and high current income.
The fund invests in a combination of domestic common stocks, preferred stocks, convertible securities and core, high quality fixed income securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| US Treasury Note 4.75 () | 3.92 % | |
| NewMarket Corporation (NEU) | 2.92 % | |
| Berkshire Hathaway Inc. B (BRK.B) | 2.74 % | |
| Johnson (JNJ) | 2.65 % | |
| Coca-Cola Company (KO) | 2.58 % | |
| View Holdings | ||
Moderate Allocation
Average
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BATS data provided in real-time. NYSE, NASDAQ and AMEX data delayed 15 minutes.
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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