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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 growth.
The fund invests primarily in large- and medium-capitalization value stocks but also generally invests up to 15% of assets in small-capitalization stocks. It generally defines large- and medium-capitalization stocks as those companies represented by the Russell 1000 index, and defines small-capitalization stocks as those companies represented by the Russell 2000 index. The fund invests in stocks that are undervalued relative to their corporate worth.
| Name | % of Total Fund Assets | |
|---|---|---|
| J.P. Morgan Chase (JPM) | 3.2 % | |
| S+p 500 E Mini Index Futures () | 2.99 % | |
| Bank of America Corporation (BAC) | 2.18 % | |
| Chevron Corporation (CVX) | 1.83 % | |
| Capital One Financial Corporation (COF) | 1.34 % | |
| View Holdings | ||
Large Value
High
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