Experience real-time quotes &

news with the most powerful

iPhone application for investors.

Get the FREE DailyFinance iPhone application

  • Prev. Nav 18.91 11/26/09  
    Current Offer 18.55  
    YTD Return
    21.96% 10/31/09  
    52-Wk Low 11.34
    52-Wk High 19.28  
    Range 7.94  
    Total Assets
    34.80 M  
     
  • IBMSX is experiencing normal news volume

    Real-Time Headlines: IBMSX

    Customize
    • -

            • Set and Manage Alerts

              Alert me if
            • Related Information: IBMSX

              Fund Profile: IBMSX

              The investment seeks capital growth.

              The fund invests at least 80% of assets in the following sectors: energy, financial services, health care, leisure, and technology. The fund's investments in the five sectors are rebalanced on an annual basis in order to keep them within their approximate one-fifth weighting per sector. The fund may invest up to 25% of assets in securities of foreign securities issuers. Securities of Canadian issuers and American Depositary Receipts are not subject to this 25% limitation.

              • Fund Manager:
                Michael J. Simon , since 10/1/04
              • Fund Inception:
                9/3/02
              • Fund Ratings & Risk:
                View Ratings & Risk
              • Composition:
                STOCK (97.06%), BONDS (0.0%), CASH (2.94%), OTHER (0.0%)

              Top Fund Holdings: IBMSX

              Name % of Total Fund Assets
              Google, Inc (GOOG) 3.01 %
              Apple, Inc (AAPL) 1.89 %
              Comcast Corporation A (CMCSA) 1.85 %
              Amgen, Inc (AMGN) 1.81 %
              Microsoft Corporation (MSFT) 1.75 %
              View Holdings