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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 long-term capital appreciation.
The fund normally invests at least 80% of assets in large-cap stocks (generally a market capitalization of the companies in the Russell 1000 Growth index). It seeks stocks that have low market prices relative to their perceived growth capabilities as estimated based on fundamental analysis of the issuing companies and their prospects. The fund may invest up to 25% of assets in foreign securities including ADRs of emerging market securities. It may also invest in warrants, convertible securities, preferred stocks, debt securities and ETFs.
| Name | % of Total Fund Assets | |
|---|---|---|
| Johnson (JNJ) | 4.58 % | |
| Microsoft Corporation (MSFT) | 4.21 % | |
| Google, Inc (GOOG) | 3.7 % | |
| International Business Machines Corp (IBM) | 3.56 % | |
| UnitedHealth Group, Inc (UNH) | 3.34 % | |
| View Holdings | ||
Large Growth
Below Average
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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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