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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,023.42 | 17.46 | 0.17% |
| NASDAQ | 2,112.44 | 7.12 | 0.34% |
| S&P 500 | 1,069.30 | 2.67 | 0.25% |
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The investment seeks long-term capital growth; income is a secondary consideration.
The fund invests at least 80% of assets in equity securities of medium size companies whose market capitalization at the time of purchase is within the capitalization range of the Russell 3000(R) index, excluding the largest 100 such companies. It is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) for the tobacco industry.
| Name | % of Total Fund Assets | |
|---|---|---|
| Kimberly-Clark Corporation (KMB) | 3.36 % | |
| Wisconsin Energy Corporation (WEC) | 3.32 % | |
| Marsh (MMC) | 3.27 % | |
| Aon Corp (AOC) | 2.64 % | |
| Southwest Gas Corporation (SWX) | 2.48 % | |
| View Holdings | ||
Mid-Cap Value
Below Average
Notices and Terms: Confirm all data with your broker before trading.
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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