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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 capital appreciation; current income comes secondary.
The fund invests normally least 80% of total assets in stocks and primarily in undervalued securities of large capitalization companies with assets greater than $10 billion. It may invest in equity securities, including common stocks, preferred stocks and securities convertible into common stocks. The fund may also invest in fixed-income securities consisting of corporate notes, bonds and debentures rating investment grade. Besides, it may engage in repurchase transactions.
| Name | % of Total Fund Assets | |
|---|---|---|
| Costco Wholesale Corporation (COST) | 7.15 % | |
| Berkshire Hathaway Inc. A (BRK.A) | 4.71 % | |
| American Express Company (AXP) | 4.35 % | |
| Wells Fargo Company (WFC) | 4.31 % | |
| Schering-Plough Corporation (SGP) | 4.25 % | |
| View Holdings | ||
Large Blend
Above 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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