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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 long-term capital appreciation; income is a secondary consideration.
The fund normally invests at least 80% of assets in common stocks of large, well-established U.S. companies with market capitalizations exceeding the minimum company capitalization of the S&P 500 index. It focuses on stocks that it believes are undervalued in terms of price or other financial measurements.
| Name | % of Total Fund Assets | |
|---|---|---|
| International Business Machines Corp (IBM) | 3.72 % | |
| Microsoft Corporation (MSFT) | 3.55 % | |
| ExxonMobil Corporation (XOM) | 3.51 % | |
| J.P. Morgan Chase (JPM) | 3.31 % | |
| Hewlett-Packard Company (HPQ) | 2.77 % | |
| 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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