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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 long-term growth of capital and future income rather than current income. The fund invests normally at least 80% of assets in equity securities. It invests primarily in a limited number of large- and medium-sized companies that the portfolio manager believes have above-average growth histories and/or growth potential. The fund also may invest to a lesser extent in foreign securities and debt securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| Qualcomm, Inc (QCOM) | 4.36 % | |
| Liberty Media Corp (LMDIA) | 4.33 % | |
| Amgen, Inc (AMGN) | 4.21 % | |
| The Western Union Company (WU) | 4.19 % | |
| State Street Corporation (STT) | 4.13 % | |
| View Holdings | ||
Large Growth
Average
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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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