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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 capital appreciation, and current income is the secondary.
The fund invests at least 80% of net assets in common stocks and other U.S. traded equity securities of large cap companies. U.S. traded equity securities may include listed American Depositary Receipts ("ADRs"). It targets companies with market capitalizations range of companies in the S&P 500 Index was between approximately $687 million and $341 billion. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments.
| Name | % of Total Fund Assets | |
|---|---|---|
| ExxonMobil Corporation (XOM) | 3.0 % | |
| Microsoft Corporation (MSFT) | 2.6 % | |
| Barrick Gold Corporation (ABX) | 2.42 % | |
| Hewlett-Packard Company (HPQ) | 2.26 % | |
| Emerson Electric Co (EMR) | 1.85 % | |
| View Holdings | ||
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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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