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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,344.84 | 34.92 | 0.34% |
| NASDAQ | 2,144.60 | 6.16 | 0.29% |
| S&P 500 | 1,095.63 | 4.14 | 0.38% |
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The investment seeks long-term capital appreciation.
The fund usually invests a substantial portion of assets in common stocks; it may, however, invest all or any portion of assets in fixed-income securities. Securities of unseasoned companies, foreign issuers, and special situations may provide suitable opportunities for investment. Investments may also include corporate debentures or notes of any credit quality, preferred stocks, and convertible securities. The fund may invest no more than 10% of assets in foreign securities. It may also engage in short selling and various hedging techniques.
| Name | % of Total Fund Assets | |
|---|---|---|
| NOVA Chemicals Corp (NCX) | 5.42 % | |
| Centennial Communications Corporation (CYCL) | 5.31 % | |
| Sun Microsystems, Inc (JAVA) | 4.94 % | |
| iShares Russell 2000 Index () | 0.4 % | |
| SPDRs () | 0.37 % | |
| View Holdings | ||
Conservative Allocation
Low
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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