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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,464.40 | 30.69 | 0.29% |
| NASDAQ | 2,176.05 | 6.87 | 0.32% |
| S&P 500 | 1,110.63 | 4.98 | 0.45% |
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The investment seeks capital appreciation. The fund normally invests at least 80% of its assets in the stocks of small cap companies. It currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000? Value Index at the time of purchase. The fund may invest up to 15% of its assets in foreign securities. The fund is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Solutia, Inc (SOA) | 2.0 % | |
| Vishay Intertechnology (VSH) | 1.63 % | |
| Platinum Underwriters Holdings, Ltd (PTP) | 1.3 % | |
| Hutchinson Technology (HTCH) | 1.27 % | |
| Standex International Corporation (SXI) | 1.2 % | |
| 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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