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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,008.00 | -50.64 | -0.50% |
| NASDAQ | 2,137.24 | -13.63 | -0.63% |
| S&P 500 | 1,063.98 | -6.54 | -0.61% |
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The investment seeks long-term growth of capital.
The fund invests primarily in the stock of companies with market capitalizations under $3 billion at the time of initial purchase. It invests in stocks that are undervalued and must also have good prospects for long-term growth and an identifiable catalyst that could move the stock higher in the succeeding 12 months.
| Name | % of Total Fund Assets | |
|---|---|---|
| Toll Brothers, Inc (TOL) | 4.34 % | |
| W&T Offshore, Inc (WTI) | 4.18 % | |
| Ciena Corporation (CIEN) | 4.15 % | |
| Teleflex Inc (TFX) | 3.99 % | |
| Bridgepoint Education, Inc (BPI) | 3.93 % | |
| View Holdings | ||
Small 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.