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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,445.88 | 12.17 | 0.12% |
| NASDAQ | 2,174.42 | 5.24 | 0.24% |
| S&P 500 | 1,107.43 | 1.78 | 0.16% |
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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 securities of companies whose market capitalization is within the range of the Russell 3000 index, excluding the largest 100 such companies. Equity securities include common stock, preferred stock, and equity-equivalent securities, such as convertible securities, stock futures contracts or stock index futures contracts.
| Name | % of Total Fund Assets | |
|---|---|---|
| Kimberly-Clark Corporation (KMB) | 3.39 % | |
| Wisconsin Energy Corporation (WEC) | 3.35 % | |
| Marsh (MMC) | 3.32 % | |
| Aon Corp (AOC) | 2.67 % | |
| Southwest Gas Corporation (SWX) | 2.51 % | |
| 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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