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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,309.92 | -154.48 | -1.48% |
| NASDAQ | 2,138.44 | -37.61 | -1.73% |
| S&P 500 | 1,091.49 | -19.14 | -1.72% |
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The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of assets in equity securities of medium-sized companies whose market capitalizations at the time of purchase fall within the range of the Russell Midcap Value index. It may invest up to 25% of assets in foreign investments. The fund may invest up to 20% of assets in stocks of smaller or larger companies, preferreds, convertibles, or other debt securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| Lorillard, Inc (LO) | 3.07 % | |
| XL Capital, Ltd (XL) | 3.04 % | |
| Everest Re Group, Ltd (RE) | 2.15 % | |
| Mylan, Inc (MYL) | 2.11 % | |
| Cooper Industries, Ltd (CBE) | 2.07 % | |
| View Holdings | ||
Mid-Cap Value
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.
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