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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 long-term capital growth, current income, and growth of income, consistent with reasonable risk.
The fund invests primarily in stocks of domestic and foreign issuers, which may include common stocks, preferred stocks, convertible securities and ADRs. The portfolio managers create a broadly diversified portfolio for the portfolio that includes a blend of growth and dividend paying stocks. The fund's sector weightings and risk characteristics is similar to S&P 500 index. It's nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Microsoft Corporation (MSFT) | 3.6 % | |
| J.P. Morgan Chase (JPM) | 3.11 % | |
| PepsiCo, Inc (PEP) | 2.94 % | |
| Occidental Petroleum Corporation (OXY) | 2.82 % | |
| Cisco Systems, Inc (CSCO) | 2.53 % | |
| View Holdings | ||
Large 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.
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