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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,289.97 | -19.95 | -0.19% |
| NASDAQ | 2,127.21 | -11.23 | -0.53% |
| S&P 500 | 1,089.13 | -2.36 | -0.22% |
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The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks of companies that are believed have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. It considers companies of any size or market capitalization. Using a bottom up approach, the fund seeks securities that have large-end market potential or dominance of a profitable niche market, dominant business models and strong free cash-flow generation that are attractively priced compared to the intrinsic value of the securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| Apple, Inc (AAPL) | 4.81 % | |
| IntercontinentalExchange, Inc (ICE) | 4.69 % | |
| Qualcomm, Inc (QCOM) | 4.27 % | |
| CME Group Inc A (CME) | 3.83 % | |
| Heartland Payment Systems, Inc (HPY) | 3.2 % | |
| View Holdings | ||
Mid-Cap Growth
Average
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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.