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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 maximize after-tax returns with a lower level of volatility than the broad U.S. equity markets.
The fund typically invests in all capitalization ranges U.S. companies securities including common stocks, preferred stocks, warrants, ETFs, depositary receipts, equity options and related equity based derivative instruments. It also may invest in futures, options on futures, and swap agreements and engage in short sales. The fund may be measured against the Russell 3000 index.
| Name | % of Total Fund Assets | |
|---|---|---|
| Church (CHD) | 1.6 % | |
| Tfs Financial Corporation (TFSL) | 1.58 % | |
| General Mills, Inc (GIS) | 1.53 % | |
| Kellogg Company (K) | 1.42 % | |
| Nstar (NST) | 1.42 % | |
| View Holdings | ||
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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