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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,236.99 | 10.05 | 0.10% |
| NASDAQ | 2,150.29 | -3.77 | -0.18% |
| S&P 500 | 1,092.57 | -0.51 | -0.05% |
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The investment seeks objective is long-term capital appreciation.
The Fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies, which is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2000 Index. It may invest include common stocks, convertible bonds, convertible preferred stocks, warrants and similar instruments.
| Name | % of Total Fund Assets | |
|---|---|---|
| Curtiss-Wright Corporation (CW) | 3.3 % | |
| Anixter International (AXE) | 2.54 % | |
| Reliance Steel and Aluminum (RS) | 2.19 % | |
| ScanSource (SCSC) | 1.91 % | |
| Rovi Corporation () | 1.85 % | |
| View Holdings | ||
Small Blend
Below 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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