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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 a competitive total return.
The fund typically invests about 60% of net assets in stocks and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock in large-cap companies, while the fixed-income investments are primarily a wide variety of investment-grade bonds. All investments are selected on the basis of their ability to contribute to the dual objectives of financial soundness and societal impact.
| Name | % of Total Fund Assets | |
|---|---|---|
| FHLBA () | 5.85 % | |
| Prudential Financial, Inc (PRU) | 2.04 % | |
| Cisco Systems, Inc (CSCO) | 2.03 % | |
| Cummins, Inc (CMI) | 1.92 % | |
| EMC Corporation (EMC) | 1.82 % | |
| View Holdings | ||
Moderate Allocation
Below Average
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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