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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,309.92 | -154.48 | -1.48% |
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| S&P 500 | 1,091.49 | -19.14 | -1.72% |
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The investment seeks long-term growth of capital and income.
The fund invests at least 80% of net assets (plus borrowings made for investment purposes) in companies with smaller market capitalizations. The fund currently considers smaller market capitalization companies to be companies with market capitalizations of between $100 million and $3.5 billion.
| Name | % of Total Fund Assets | |
|---|---|---|
| Lubrizol Corporation (LZ) | 1.42 % | |
| IAMGold Corporation (IAG) | 1.37 % | |
| Royal Gold, Inc (RGLD) | 1.36 % | |
| Compass Minerals International, Inc (CMP) | 1.34 % | |
| Cimarex Energy Company (XEC) | 1.31 % | |
| View Holdings | ||
Small Value
Below Average
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