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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 | 1,091.49 | -19.14 | -1.72% |
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The investment seeks capital appreciation consistent with minimizing realized capital gains and taxable current income.
The fund normally invests at least 80% of assets in common stocks and employs a tax-managed strategy. It focuses on blue chip companies with market capitalizations exceeding $5 billion at the time of purchase, including multinational companies. The fund may invest up to 10% of assets in foreign securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| Philip Morris International Inc (PM) | 7.29 % | |
| Coca-Cola Company (KO) | 6.88 % | |
| ExxonMobil Corporation (XOM) | 6.71 % | |
| Johnson (JNJ) | 5.57 % | |
| Nestle SA ADR (NSRGY) | 5.32 % | |
| View Holdings | ||
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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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