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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,344.84 | 34.92 | 0.34% |
| NASDAQ | 2,144.60 | 6.16 | 0.29% |
| S&P 500 | 1,095.63 | 4.14 | 0.38% |
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The investment seeks total return under varying market conditions through both current income and capital appreciation.
The fund primarily invests in a diversified portfolio of convertible, equity and fixed-income securities. It attempts to utilize these different types of securities to strike the appropriate balance between risk and reward in terms of growth and income.
| Name | % of Total Fund Assets | |
|---|---|---|
| Emc 144A 1.75 () | 3.43 % | |
| Symantec Cv 1 () | 3.0 % | |
| Archer Daniels Midland Pfd () | 2.58 % | |
| Oracle Corporation (ORCL) | 2.38 % | |
| Freeport-Mcmoran Copper () | 2.32 % | |
| View Holdings | ||
Convertibles
Average
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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