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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,023.42 | 17.46 | 0.17% |
| NASDAQ | 2,112.44 | 7.12 | 0.34% |
| S&P 500 | 1,069.30 | 2.67 | 0.25% |
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The investment seeks long-term growth consistent with the preservation of capital; current income is a secondary consideration.
The fund normally invests at least 80% of assets in common stock. It focuses on blue chip companies with total market capitalizations of more than $5 billion at the time of purchase, including multi-national companies. The fund also may invest in companies which it considers undervalued in terms of earnings, assets or growth prospects.
| Name | % of Total Fund Assets | |
|---|---|---|
| Philip Morris International Inc (PM) | 6.52 % | |
| ExxonMobil Corporation (XOM) | 6.34 % | |
| Nestle SA ADR (NSRGY) | 4.87 % | |
| Coca-Cola Company (KO) | 4.68 % | |
| Johnson (JNJ) | 4.67 % | |
| 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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