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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,344.84 | 34.92 | 0.34% |
| NASDAQ | 2,144.60 | 6.16 | 0.29% |
| S&P 500 | 1,095.63 | 4.14 | 0.38% |
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The investment seeks a positive return and greater returns then the S&P 500 index with less risk for long term (five year and more).
The fund shifts assets among stocks, investment-grade bonds, or cash equivalents. Assets are invested in stocks through the use of stock-based exchange-traded funds (ETFs), investment-grade bonds through either ETFs or direct investments, or cash equivalents through direct investment in short-term, high-quality money market instruments or money market funds. It is nondiversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| SPDRs () | 90.13 % | |
| Deutsche I Gap Ivestment Trustclass B Shares () | 7.72 % | |
| Ashland, Inc (ASH) | 0.48 % | |
| BorgWarner, Inc (BWA) | 0.48 % | |
| Time Warner Cable, Inc. A (TWC) | 0.46 % | |
| View Holdings | ||
Large Blend
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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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