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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 to provide long-term growth of capital; current income is a secondary consideration.
The fund normally invests 90% to 95% of total assets in common stocks and equity-related securities, bonds, preferred stocks, convertible stocks and warrants.
| Name | % of Total Fund Assets | |
|---|---|---|
| Chevron Corporation (CVX) | 3.06 % | |
| Bank of America Corporation (BAC) | 2.98 % | |
| J.P. Morgan Chase (JPM) | 2.98 % | |
| ConocoPhillips (COP) | 2.94 % | |
| ExxonMobil Corporation (XOM) | 2.77 % | |
| View Holdings | ||
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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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