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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 growth; income is a secondary objective.
The portfolio normally invests at least 80% of net assets in equity securities of small-mid-capitalization companies whose market capitalizations are within the range of the custom Russell 2800 index. It may invest up to 20% of assets in companies outside this range. The portfolio may also lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of assets.
| Name | % of Total Fund Assets | |
|---|---|---|
| iShares Russell 2000 Index () | 1.4 % | |
| Kimberly-Clark Corporation (KMB) | 1.33 % | |
| Wisconsin Energy Corporation (WEC) | 1.31 % | |
| Marsh (MMC) | 1.31 % | |
| iShares Russell 2000 Value Index () | 1.21 % | |
| View Holdings | ||
Small Value
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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