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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 long-term capital appreciation while seeking to minimize the impact of taxes.
The fund invests primarily in common stock of U.S. companies listed in the Russell 3000 index that measures the performance of the 3000 largest U.S. companies by market capitalization representing approximately 98% of the investable domestic equity market. It may also invest in derivatives, ETFs.
| Name | % of Total Fund Assets | |
|---|---|---|
| Freeport-McMoRan Copper (FCX) | 4.71 % | |
| International Business Machines Corp (IBM) | 4.45 % | |
| Goldman Sachs Group, Inc (GS) | 4.29 % | |
| ConocoPhillips (COP) | 3.79 % | |
| Apache Corporation (APA) | 3.31 % | |
| View Holdings | ||
Large Blend
Above 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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