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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,448.83 | 15.12 | 0.14% |
| NASDAQ | 2,175.09 | 5.91 | 0.27% |
| S&P 500 | 1,107.62 | 1.97 | 0.18% |
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The investment seeks growth of capital.
The fund invests primarily in common stocks of domestic companies with large market capitalizations (a ?large-cap company?). The Advisor considers a large-cap company to be one that has a market capitalization of $5 billion and above.
| Name | % of Total Fund Assets | |
|---|---|---|
| Starbucks Corporation (SBUX) | 5.33 % | |
| Microsoft Corporation (MSFT) | 5.21 % | |
| TJX Companies (TJX) | 4.79 % | |
| Barrick Gold Corporation (ABX) | 4.7 % | |
| Weatherford International Ltd (WFT) | 4.67 % | |
| View Holdings | ||
Large Growth
Low
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