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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 long-term capital appreciation.
The fund invests primarily in domestic common stocks and bonds, including convertible bonds and ?zero coupon? government bonds. It may invest, without restriction, in future interest and principal of U. S. government securities, commonly known as "zero coupon" bonds. The fund invests in domestic common stocks of any capitalization where the overriding strategy is long-term capital appreciation. It may also invest in foreign securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| Fidelity Instl MM Fds Treasury Only I () | 9.13 % | |
| U S Treas Bd Stripped Prin Pmt () | 6.41 % | |
| U S Treas Bd Stripped Prin Pmt () | 6.14 % | |
| America Service Group (ASGR) | 4.66 % | |
| American Italian Pasta Company (AIPC) | 4.02 % | |
| View Holdings | ||
Moderate Allocation
High
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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