U.S. Markets close in 4 hrs, 16 mins
| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,480.12 | 46.41 | 0.44% |
| NASDAQ | 2,178.19 | 9.01 | 0.42% |
| S&P 500 | 1,110.62 | 4.97 | 0.45% |
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The investment seeks current income and long-term capital appreciation.
The fund normally invests in equity securities and in fixed-income securities, which may include corporate bonds, debentures and notes, U.S. Government securities, mortgage-backed and asset-backed securities, commercial paper and other fixed-income securities. It invests at least 25% of net assets in fixed-income securities and at least 25% of net assets in equity securities. The fund also may invest up to 10% of net assets in lower-rated securities rated "B" or better by any one of those rating agencies.
| Name | % of Total Fund Assets | |
|---|---|---|
| Apple, Inc (AAPL) | 1.75 % | |
| FNMA CMO 6 () | 1.66 % | |
| Microsoft Corporation (MSFT) | 1.65 % | |
| FHLMC CMO 6 () | 1.56 % | |
| FHLMC CMO 5 () | 1.45 % | |
| View Holdings | ||
Moderate Allocation
Above Average
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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.