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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,344.84 | 34.92 | 0.34% |
| NASDAQ | 2,144.60 | 6.16 | 0.29% |
| S&P 500 | 1,095.63 | 4.14 | 0.38% |
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The investment seeks total return consisting of capital appreciation and current income.
The fund normally invests in common stocks and other equity securities of U.S. companies. It invests 30% of total assets (between 25% and 35%) in fixed-income securities which are primarily investment-grade, and may be of any maturity. The fund also may invest a portion of assets in equity and debt securities of foreign issuers. It emphasizes companies that both offer attractive investment opportunities and demonstrate a positive awareness of their impact on the society in which they operate, relative to other companies in their industries.
| Name | % of Total Fund Assets | |
|---|---|---|
| BP PLC ADR (BP) | 2.68 % | |
| Procter (PG) | 2.49 % | |
| Apache Corporation (APA) | 2.45 % | |
| PepsiCo, Inc (PEP) | 1.98 % | |
| Gilead Sciences, Inc (GILD) | 1.91 % | |
| View Holdings | ||
Moderate Allocation
Average
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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