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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,254.75 | 27.81 | 0.27% |
| NASDAQ | 2,154.36 | 0.30 | 0.01% |
| S&P 500 | 1,094.64 | 1.56 | 0.14% |
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The investment seeks capital appreciation.
The fund normally invests in common stocks issued by domestic and foreign issuers. It is designed for those in tax-qualified retirement plans and non-profit organizations. Therefore, management's strategies may result in the realization of capital gains without consideration for the tax consequences to shareholders. The fund normally invests in growth or value stocks or both.
| Name | % of Total Fund Assets | |
|---|---|---|
| Walt Disney Company (DIS) | 4.53 % | |
| Biogen Idec, Inc (BIIB) | 4.2 % | |
| CME Group Inc A (CME) | 3.35 % | |
| Delta Air Lines, Inc (DAL) | 3.21 % | |
| AMR Corporation (AMR) | 2.99 % | |
| View Holdings | ||
Large Growth
Above 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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