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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 to long-term capital appreciation.
The fund normally invests in a focused group of 12 to 25 common stocks issued primarily by small to mid-sized U.S. companies that the Adviser believes represent the best equity investment opportunities identified by the Adviser. To a lesser extent, it may invest in other securities, including obligations issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Checkpoint Systems, Inc (CKP) | 4.99 % | |
| Charles River Laboratories International Corp (CRL) | 4.8 % | |
| Flextronics International, Ltd (FLEX) | 4.76 % | |
| Vishay Intertechnology (VSH) | 4.6 % | |
| Ashland, Inc (ASH) | 4.46 % | |
| View Holdings | ||
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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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