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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 long-term capital appreciation.
The fund invests at least 80% of assets in securities of large sized U.S. companies. It considers large-cap companies are those of a size similar to companies listed in the Russell 1000 Growth index, and the adviser selects most of the fund's investments from companies listed in the Russell 1000 Growth index. The index measures the performance of those companies with higher price- to-book ratios and higher forecasted growth values within the large-cap segment of the U.S. equity universe, which includes the 1,000 largest U.S. companies by market capitalization.
| Name | % of Total Fund Assets | |
|---|---|---|
| Philip Morris International Inc (PM) | 4.69 % | |
| International Business Machines Corp (IBM) | 4.67 % | |
| Medco Health Solutions, Inc (MHS) | 4.51 % | |
| Hewlett-Packard Company (HPQ) | 4.5 % | |
| Oracle Corporation (ORCL) | 4.32 % | |
| View Holdings | ||
Large Growth
Average
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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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