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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 may invest in stocks of companies of all sizes, but primarily invests in small- to mid-capitalization United States companies. It looks for stocks of businesses that are selling at what it believes are substantial discounts to prices that accurately reflect their future earnings prospects. The fund takes a "focused" approach to investing, meaning the fund conducts extensive research on each prospective investment before purchasing.
| Name | % of Total Fund Assets | |
|---|---|---|
| Kennametal Inc (KMT) | 3.87 % | |
| Molex, Inc. A (MOLXA) | 3.21 % | |
| Arrow Electronics, Inc (ARW) | 2.91 % | |
| Altera Corp (ALTR) | 2.88 % | |
| PartnerRe, Ltd (PRE) | 2.79 % | |
| View Holdings | ||
Small Blend
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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