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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 capital appreciation.
The fund invests at least 80% of assets in equity investments across all market capitalizations. It generally invest in companies with a market capitalization of $500 million or greater at the time of purchase.
| Name | % of Total Fund Assets | |
|---|---|---|
| Goldman Sachs Group, Inc (GS) | 2.93 % | |
| Pfizer Inc (PFE) | 2.09 % | |
| Bank of America Corporation (BAC) | 2.02 % | |
| ExxonMobil Corporation (XOM) | 1.9 % | |
| Cisco Systems, Inc (CSCO) | 1.86 % | |
| View Holdings | ||
Large Blend
Above Average
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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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