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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,450.95 | 132.79 | 1.29% |
| NASDAQ | 2,176.01 | 29.97 | 1.40% |
| S&P 500 | 1,106.24 | 14.86 | 1.36% |
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The investment seeks long-term capital appreciation.
The fund normally invests in a broad portfolio of securities of U.S. operating companies with an increased exposure to small-capitalization and value companies, while, relative to a portfolio without environmental impact considerations.
| Name | % of Total Fund Assets | |
|---|---|---|
| Chevron Corporation (CVX) | 1.79 % | |
| Johnson (JNJ) | 1.66 % | |
| International Business Machines Corp (IBM) | 1.55 % | |
| Microsoft Corporation (MSFT) | 1.55 % | |
| J.P. Morgan Chase (JPM) | 1.48 % | |
| 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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