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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,309.92 | -154.48 | -1.48% |
| NASDAQ | 2,138.44 | -37.61 | -1.73% |
| S&P 500 | 1,087.27 | -23.36 | -2.10% |
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The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of assets in common stocks. It typically invests in blue chip companies with market capitalizations greater than $5 billion, including multinational companies. The fund employs a buy and hold investment strategy and normally seeks to keep the annual portfolio turnover rate below 15%.
| Name | % of Total Fund Assets | |
|---|---|---|
| ExxonMobil Corporation (XOM) | 6.44 % | |
| Coca-Cola Company (KO) | 5.42 % | |
| Philip Morris International Inc (PM) | 5.42 % | |
| Intel Corporation (INTC) | 4.89 % | |
| Nestle SA ADR (NSRGY) | 4.61 % | |
| 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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