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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 capital appreciation.
The fund invests primarily in value style stocks of small capitalization companies. It normal invests at least 80% of assets in undervalued common stocks of small companies similar to the Russell 2000 index. The fund picks securities that focus on companies that are out of favor with markets or have not yet been discovered by the broader investment community.
| Name | % of Total Fund Assets | |
|---|---|---|
| Landstar System, Inc (LSTR) | 1.87 % | |
| Ares Capital Corporation (ARCC) | 1.84 % | |
| Carbo Ceramics, Inc (CRR) | 1.81 % | |
| Syntel, Inc (SYNT) | 1.7 % | |
| ABM Industries, Inc (ABM) | 1.56 % | |
| View Holdings | ||
Small Value
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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