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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 long-term capital appreciation; current income is secondary consideration.
The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. Small-capitalization companies are those within the market capitalization range of the Russell 2000 Index (the ?Benchmark?) at the time of purchase.
| Name | % of Total Fund Assets | |
|---|---|---|
| Dril-Quip, Inc (DRQ) | 2.88 % | |
| Cleco Corporation (CNL) | 2.46 % | |
| Ritchie Bros. Auctioneers, Inc (RBA) | 2.38 % | |
| Blackbaud, Inc (BLKB) | 2.38 % | |
| Tupperware Brands Corporation (TUP) | 2.32 % | |
| View Holdings | ||
Small Blend
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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