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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,253.62 | 26.68 | 0.26% |
| NASDAQ | 2,154.19 | 0.13 | 0.01% |
| S&P 500 | 1,094.47 | 1.39 | 0.13% |
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The investment seeks capital growth primarily, and income as a secondary consideration, while managing risk.
The fund invests primarily in shares of registered investment companies that emphasize investments in equities such as common stocks, preferred stocks or securities convertible into stocks (domestic and foreign).
| Name | % of Total Fund Assets | |
|---|---|---|
| American Funds Growth Fund of Amer A () | 8.72 % | |
| iShares Dow Jones US Energy () | 5.59 % | |
| iShares MSCI Emerging Markets Index () | 5.43 % | |
| Marsico 21st Century () | 5.27 % | |
| iShares S&P MidCap 400 Value Index () | 5.17 % | |
| 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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