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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 long term capital appreciation.
The fund normally invests at least 80% of total assets in common stocks of small-capitalization companies that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell 2000 Value index. It generally invests in approximately 20-35 securities at any given time.
| Name | % of Total Fund Assets | |
|---|---|---|
| ABM Industries, Inc (ABM) | 6.24 % | |
| World Fuel Services Corporation (INT) | 6.13 % | |
| Syntel, Inc (SYNT) | 5.35 % | |
| Owens (OMI) | 5.1 % | |
| Chattem, Inc (CHTT) | 4.91 % | |
| View Holdings | ||
Small Blend
Below 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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