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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,023.42 | 17.46 | 0.17% |
| NASDAQ | 2,112.44 | 7.12 | 0.34% |
| S&P 500 | 1,069.30 | 2.67 | 0.25% |
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The investment seeks to long-term capital appreciation with a prudent approach to protection of capital from undue risks.
The fund normally invests approximately 75% of assets in equity securities. It may invest up to 35% of assets in debt or fixed-income securities of a quality below investment grade, including securities commonly referred to as "junk bonds". The fund may invest up to 25% of assets in securities issued by companies in any single industry.
| Name | % of Total Fund Assets | |
|---|---|---|
| Goldman Sachs Group, Inc (GS) | 7.85 % | |
| Ford Motor Company (F) | 6.46 % | |
| O'Reilly Automotive, Inc (ORLY) | 5.96 % | |
| Bank of America Corporation (BAC) | 5.96 % | |
| ALTRIA GROUP () | 5.9 % | |
| View Holdings | ||
Large Growth
Average
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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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