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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 growth of capital.
The fund invests in a highly concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It normally holds approximately 25-35 stocks. Because of the concentrated nature of investment, the fund is typically substantially over-and under-weighted in certain economic sectors. The fund is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| J.P. Morgan Chase (JPM) | 5.48 % | |
| Occidental Petroleum Corporation (OXY) | 5.21 % | |
| XTO Energy, Inc (XTO) | 5.0 % | |
| Bank of New York Mellon Corporation (BK) | 4.69 % | |
| Covidien, Ltd (COV) | 4.41 % | |
| View Holdings | ||
Large Blend
Above 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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