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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,023.42 | 17.46 | 0.17% |
| NASDAQ | 2,112.44 | 7.12 | 0.34% |
| S&P 500 | 1,069.30 | 2.67 | 0.25% |
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The investment seeks long-term capital appreciation.
The fund usually invests at least 80% of net assets in equity securities of companies with small market capitalizations domiciled, or having principal activities in the United States, at the time of investment or other investments with similar economic characteristics. These are companies with market capitalizations not exceeding $3 billion or the highest month-end market capitalization of any stock in the Russell 2000 Index. It may invest up to 5% of total assets in fixed-income securities rated below investment grade.
| Name | % of Total Fund Assets | |
|---|---|---|
| 3Com Corporation (COMS) | 1.71 % | |
| World Fuel Services Corporation (INT) | 1.63 % | |
| Arris Group, Inc (ARRS) | 1.39 % | |
| Sybase Inc (SY) | 1.3 % | |
| Aspen Insurance Holdings, Ltd (AHL) | 1.24 % | |
| View Holdings | ||
Small Blend
Below 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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