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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,464.40 | 30.69 | 0.29% |
| NASDAQ | 2,176.05 | 6.87 | 0.32% |
| S&P 500 | 1,110.63 | 4.98 | 0.45% |
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The investment seeks long-term capital growth and capital preservation.
The fund invests the majority of assets in equity securities issued by large companies. It's nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Costco Wholesale Corporation (COST) | 10.75 % | |
| Berkshire Hathaway Inc. A (BRK.A) | 10.42 % | |
| Bank of New York Mellon Corporation (BK) | 7.5 % | |
| Canadian Natural Resources, Ltd (CNQ) | 6.93 % | |
| Procter (PG) | 6.6 % | |
| View Holdings | ||
Large Blend
Above 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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