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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 9,589.52 | -365.98 | -3.68% |
| NASDAQ | 1,782.49 | -80.47 | -4.32% |
| S&P 500 | 1,012.84 | -44.05 | -4.17% |
Moderate Allocation
High
| Prev. Nav 10/3/08 | 282.10 | |
|---|---|---|
| Current Offer | 276.06 | |
|
YTD Return 8/31/08
|
-10.11% | |
|
Total Assets
|
216.1 M |
| 52-Wk Low | 276.06 | |
|---|---|---|
| 52-Wk High | 421.98 | |
| Range | 145.92 |
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 | |
|---|---|---|
| U S Treas Bd Stripped Prin Pmt () | 6.39 % | |
| U S Treas Bd Stripped Prin Pmt () | 5.66 % | |
| ATP Oil (ATPG) | 4.55 % | |
| Arena Resources, Inc (ARD) | 3.51 % | |
| Amerco, Inc (UHAL) | 3.29 % | |
| View All Holdings | ||
Moderate Allocation
High
