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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 in a limited number of large capitalization value stocks of companies listed or traded on a national securities exchange or on a national securities association. It uses fundamental analysis to look for stocks of good businesses that are selling at value prices in an effort to achieve above average performance with below average risk. The fund is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Wal-Mart Stores, Inc (WMT) | 4.84 % | |
| BP Plc ADR (BP) | 4.77 % | |
| Bank of New York Mellon Corporation (BK) | 4.64 % | |
| Berkshire Hathaway Inc. B (BRK.B) | 4.56 % | |
| Cintas Corporation (CTAS) | 4.53 % | |
| View Holdings | ||
Large Blend
Below 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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