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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 8,280.74 | -223.32 | -2.63% |
| NASDAQ | 1,796.52 | -49.20 | -2.67% |
| S&P 500 | 896.42 | -26.91 | -2.91% |
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The investment seeks long-term growth of capital and future income.
The fund normally invests mainly in equity securities of U.S. companies of different capitalization ranges, presently focusing on large-capitalization issuers. Equity securities include common stocks, as well as "equity equivalents" such as preferred stocks and securities convertible into common stocks. It may also invest in debt securities, such as bonds and debentures, but does not currently emphasize these investments. Equity securities include common stocks, as well as "equity equivalents" such as preferred stocks and securities convertible into common stocks.
| Name | % of Total Fund Assets | |
|---|---|---|
| ExxonMobil Corporation (XOM) | 4.42 % | |
| Microsoft Corporation (MSFT) | 2.44 % | |
| Chevron Corporation (CVX) | 2.38 % | |
| International Business Machines Corp (IBM) | 2.02 % | |
| Intel Corporation (INTC) | 1.95 % | |
| View Holdings | ||
Large Blend
Above 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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