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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 total return through growth and current income.
The fund invests primarily in a diversified portfolio of convertible, equity, and fixed-income securities of U.S. companies without regard to market capitalization. It invests in convertible and fixed-income securities which have average term to maturity range from two to ten years.
| Name | % of Total Fund Assets | |
|---|---|---|
| Emc 144A 1.75 () | 3.37 % | |
| Netapp 1.75 () | 2.73 % | |
| Archer Daniels Midland Pfd () | 2.46 % | |
| Vale Cap Pfd () | 2.44 % | |
| Freeport-Mcmoran Copper () | 2.38 % | |
| 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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