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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,058.64 | 150.25 | 1.52% |
| NASDAQ | 2,150.87 | 24.82 | 1.17% |
| S&P 500 | 1,070.52 | 13.78 | 1.30% |
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The investment seeks capital appreciation.
The fund invests primarily in equity securities of U.S. companies. These companies typically range in size from established large capitalization companies to medium size companies. However, it may also invest in small capitalization companies including those at the beginning of their life cycles. The fund is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| The Travelers Companies, Inc (TRV) | 3.76 % | |
| Invesco Ltd (IVZ) | 3.61 % | |
| Google, Inc (GOOG) | 3.42 % | |
| Shire PLC ADR (SHPGY) | 3.38 % | |
| Roche Holding AG (RHHVF) | 3.32 % | |
| View Holdings | ||
Large Growth
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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