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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,309.92 | -154.48 | -1.48% |
| NASDAQ | 2,138.44 | -37.61 | -1.73% |
| S&P 500 | 1,091.49 | -19.14 | -1.72% |
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The investment seeks to provide long-term capital appreciation and reasonable current income.
The fund invests 60% to 70% of assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established, medium-size and large companies. It invests 30% to 40% of the fund's assets mainly in fixed income securities. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| AT&T, Inc (T) | 2.38 % | |
| International Business Machines Corp (IBM) | 1.83 % | |
| Chevron Corporation (CVX) | 1.76 % | |
| Wells Fargo Company (WFC) | 1.5 % | |
| Total Cl B ADR (TOT) | 1.45 % | |
| View Holdings | ||
Moderate Allocation
Average
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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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