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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 current income and long-term growth of capital.
The fund allocates assets between common stocks and fixed-income securities. It usually invests between 50% and 75% of net assets in equity securities and between 25% and 50% of net assets in fixed-income securities (primarily corporate bonds, U.S. Government securities, mortgage-backed and asset-backed securities, and short-term investments). Fixed-income securities may be of any investment quality, but investment in securities rated below investment grade will be limited to not more than 15% of total assets.
| Name | % of Total Fund Assets | |
|---|---|---|
| US Treasury Bond 6.375 () | 2.23 % | |
| Wells Fargo Company (WFC) | 1.88 % | |
| US Treasury Note 4.625 () | 1.78 % | |
| FHLMC () | 1.67 % | |
| FNMA 5 () | 1.38 % | |
| View Holdings | ||
Moderate Allocation
High
Notices and Terms: Confirm all data with your broker before trading.
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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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