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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,226.94 | 203.52 | 2.03% |
| NASDAQ | 2,154.06 | 41.62 | 1.97% |
| S&P 500 | 1,093.08 | 23.78 | 2.22% |
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The investment seeks long-term capital appreciation.
The fund focuses on investing in out of favor and undervalued securities. It emphasizes purchase of small, medium, and large capitalization U.S. common stocks. The fund typically invests in common stocks, although it may also invest in other equity securities; preferred stocks, convertible bonds, convertible preferred stocks and foreign stocks. It is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Loews Corporation (L) | 14.14 % | |
| Philip Morris International Inc (PM) | 6.86 % | |
| Berkshire Hathaway Inc. B (BRK.B) | 5.98 % | |
| Rowan Companies, Inc (RDC) | 5.7 % | |
| American National Insurance (ANAT) | 5.2 % | |
| View Holdings | ||
Mid-Cap Value
Low
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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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