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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,464.40 | 30.69 | 0.29% |
| NASDAQ | 2,176.05 | 6.87 | 0.32% |
| S&P 500 | 1,110.63 | 4.98 | 0.45% |
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The investment seeks total return.
The fund normally invests primarily in equity securities of companies that portfolio managers believe are undervalued compared to their perceived worth (value companies). While it may invest assets in companies of any size, the portfolio managers generally focus on companies with large capitalizations. The portfolio managers use a bottom-up investment approach in buying and selling investments for the fund. It may also invest in REITS, convertible securities, preferred stocks, and foreign securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| Lockheed Martin Corporation (LMT) | 4.23 % | |
| Philip Morris International Inc (PM) | 3.87 % | |
| J.P. Morgan Chase (JPM) | 3.68 % | |
| Goldman Sachs Group, Inc (GS) | 3.62 % | |
| AT&T, Inc (T) | 2.97 % | |
| View Holdings | ||
Large Value
Below Average
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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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