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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 total return of which capital appreciation and income are components.
The fund normally invests most of assets in equity securities of companies the fund's manager believes are undervalued at the time of purchase but that have the potential for capital appreciation. It may invest in common stocks, preferred stocks and convertible securities. From time to time, the fund may invest a substantial portion of assets in smaller and midsize companies. It may also invest up to 25% of total assets in foreign securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| NV Energy Inc (NVE) | 2.57 % | |
| Watson Pharmaceuticals Inc (WPI) | 2.45 % | |
| Old Republic International (ORI) | 2.4 % | |
| American National Insurance (ANAT) | 2.36 % | |
| Prudential Financial, Inc (PRU) | 2.33 % | |
| View Holdings | ||
Mid-Cap Value
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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