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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,058.64 | 150.25 | 1.52% |
| NASDAQ | 2,150.87 | 24.82 | 1.17% |
| S&P 500 | 1,070.52 | 13.78 | 1.30% |
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The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks of U.S. companies. It could own as few as 12 securities, but generally will have approximately 20 securities in its portfolio. The fund is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Discovery Communications, Inc (DISCK) | 10.02 % | |
| The DIRECTV Group, Inc (DTV) | 7.58 % | |
| H (HRB) | 6.04 % | |
| Medtronic, Inc (MDT) | 4.61 % | |
| Bristol-Myers Squibb Company (BMY) | 4.56 % | |
| View Holdings | ||
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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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