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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 a combination of capital growth and income.
The fund invests no more than 75% of assets in common stocks of large-capitalization companies. At least 25% of total assets may be invested in fixed income securities, some of which may be convertible into common stocks. The fund's fixed income investments may also include securities either issued or guaranteed by the U.S. Government or its agencies or instrumentalities.
| Name | % of Total Fund Assets | |
|---|---|---|
| US Treasury Bond 6.25 () | 9.65 % | |
| FNMA 6 () | 8.36 % | |
| US TREASURY NOTE () | 5.6 % | |
| US Treasury Note 2.25 () | 4.19 % | |
| AIM STIT Treasury Instl () | 2.89 % | |
| 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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