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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 capital growth.
The fund normally invests at least 80% of assets in the equity securities of companies which are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Merger arbitrage is a highly specialized investment approach generally designed to profit from the successful completion of such transactions. It is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Wyeth (WYE) | 8.78 % | |
| Schering-Plough Corporation (SGP) | 6.71 % | |
| Sun Microsystems, Inc (JAVA) | 5.51 % | |
| First American Government Oblig Z () | 4.94 % | |
| First American Prime Obligation Z () | 4.94 % | |
| View Holdings | ||
Long-Short
Below Average
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