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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,023.42 | 17.46 | 0.17% |
| NASDAQ | 2,112.44 | 7.12 | 0.34% |
| S&P 500 | 1,069.30 | 2.67 | 0.25% |
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The investment seeks long-term capital appreciation.
The fund normally invests in small- and mid-capitalization domestic stocks based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer a good balance between reasonable valuations and attractive growth prospects relative to their peers, by using proprietary software programs that allow comparisons among thousands of securities at a time.
| Name | % of Total Fund Assets | |
|---|---|---|
| Western Digital Corporation (WDC) | 1.08 % | |
| Goodrich Corporation (GR) | 1.06 % | |
| Embarq Corporation (EQ) | 1.03 % | |
| Cooper Industries, Ltd (CBE) | 0.96 % | |
| AmerisourceBergen Corporation (ABC) | 0.95 % | |
| View Holdings | ||
Mid-Cap Blend
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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