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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,433.71 | -17.24 | -0.16% |
| NASDAQ | 2,169.18 | -6.83 | -0.31% |
| S&P 500 | 1,105.65 | -0.59 | -0.05% |
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The investment seeks to provide principal preservation and long-term capital appreciation is a secondary consideration.
The fund normally invests in the common stocks of approximately 15 to 25 mid-and large-cap companies (market capitalizations greater than $1 billion) with a sustainable competitive advantage. It may from time to time purchase a common stock that does not meet these criteria if the stock represents a particularly attractive investment opportunity. The fund may invest 25% or more of net assets in one or more industries. It is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Aflac, Inc (AFL) | 7.61 % | |
| ITT Educational Services, Inc (ESI) | 7.32 % | |
| Berkshire Hathaway Inc. B (BRK.B) | 5.73 % | |
| EMC Corporation (EMC) | 5.39 % | |
| Teradata Corporation (TDC) | 4.95 % | |
| View Holdings | ||
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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