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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,464.40 | 30.69 | 0.29% |
| NASDAQ | 2,176.05 | 6.87 | 0.32% |
| S&P 500 | 1,110.63 | 4.98 | 0.45% |
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The investment seeks high total return, consistent with the preservation of capital and prudent investment risk.
The fund invests approximately 50-65% of total assets in stocks and equity securities and the remainder in bonds and other fixed income securities, as well as cash or cash equivalents. It may also invest at least 25% of total assets in fixed-income senior securities and below-investment grade securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| FNMA 4.5 () | 2.03 % | |
| Johnson (JNJ) | 1.81 % | |
| FHLBA 3.375 () | 1.72 % | |
| ExxonMobil Corporation (XOM) | 1.7 % | |
| FNMA 4.625 () | 1.63 % | |
| 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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