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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 long-term growth of capital; current income is a secondary consideration.
The fund normally invests at least 65% of total assets in equity-type securities, including common stocks, as well as securities convertible into, or exchangeable for, common stocks. It primarily invests in domestic securities, but may invest up to 35% of net assets, plus any borrowings for investment purposes, in foreign securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| Schering-Plough Corporation (SGP) | 2.27 % | |
| Wells Fargo Company (WFC) | 2.14 % | |
| Apple, Inc (AAPL) | 1.95 % | |
| CVS Caremark Corporation (CVS) | 1.84 % | |
| Wyeth (WYE) | 1.83 % | |
| View Holdings | ||
Large Blend
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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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