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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,023.42 | 17.46 | 0.17% |
| NASDAQ | 2,112.44 | 7.12 | 0.34% |
| S&P 500 | 1,069.30 | 2.67 | 0.25% |
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The investment seeks capital appreciation.
The fund normally invests primarily in common stocks. It may invest in securities of companies whose value is not fully recognized by the public. The fund invests in both domestic and foreign issuers. It may invest in "growth" stocks or "value" stocks or both. The advisor uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.
| Name | % of Total Fund Assets | |
|---|---|---|
| Google, Inc (GOOG) | 5.27 % | |
| Apple, Inc (AAPL) | 4.7 % | |
| Wells Fargo Company (WFC) | 3.52 % | |
| Berkshire Hathaway Inc. A (BRK.A) | 3.49 % | |
| Coca-Cola Company (KO) | 2.38 % | |
| View Holdings | ||
Large Growth
Below 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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