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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,344.84 | 34.92 | 0.34% |
| NASDAQ | 2,144.60 | 6.16 | 0.29% |
| S&P 500 | 1,095.63 | 4.14 | 0.38% |
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The investment seeks long-term capital appreciation.
The fund invests at least 80% of net assets plus borrowings for investment purposes in the common stocks of small companies with market capitalization less than $3 billion (at the time of purchase). It invests primarily in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies whose capitalization is less than $3 billion and which the portfolio manager believes are undervalued and has a favorable outlook. The fund may engage in securities lending.
| Name | % of Total Fund Assets | |
|---|---|---|
| Federated Treasury Obligs Instl () | 2.93 % | |
| Buffalo Wild Wings, Inc (BWLD) | 2.91 % | |
| VistaPrint, Ltd (VPRT) | 2.75 % | |
| Silicon Laboratories, Inc (SLAB) | 2.68 % | |
| Equinix, Inc (EQIX) | 2.63 % | |
| View Holdings | ||
Small Blend
Low
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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.
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