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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 invests at least 80% of assets in securities of small-cap companies with market capitalization of less than $3 billion at the time of purchase. It may invest up to 20% of total assets in equity securities of companies with larger market capitalizations. The fund is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Sybase Inc (SY) | 2.14 % | |
| Platinum Underwriters Holdings, Ltd (PTP) | 2.08 % | |
| First Niagara Financial Group, Inc (FNFG) | 2.02 % | |
| Jack Henry (JKHY) | 1.93 % | |
| Affiliated Managers Group, Inc (AMG) | 1.93 % | |
| 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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