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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 9,992.96 | -65.68 | -0.65% |
| NASDAQ | 2,137.09 | -13.78 | -0.64% |
| S&P 500 | 1,062.73 | -7.79 | -0.73% |
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The investment seeks long-term growth of principal and income; current income is a secondary consideration.
The fund invests primarily in a broadly diversified portfolio of common stocks. In selecting investments, it invests in companies that appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth. The fund invests primarily in medium-to-large well established companies based on standards of the applicable market.
| Name | % of Total Fund Assets | |
|---|---|---|
| Hewlett-Packard Company (HPQ) | 5.0 % | |
| Schlumberger, Ltd (SLB) | 3.65 % | |
| Novartis AG ADR (NVS) | 3.47 % | |
| Merck (MRK) | 3.25 % | |
| Wells Fargo Company (WFC) | 3.2 % | |
| View Holdings | ||
Large Value
Above 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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