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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 capital appreciation.
The fund normally invests at least 80% of assets in equity securities and up to 25% of assets in foreign securities through ADRs and similar investments. It principally invests in the equity securities of approximately 30 to 40 companies that offer the potential for capital growth. The fund selects equity securities of any size. It is non-diversified.
| Name | % of Total Fund Assets | |
|---|---|---|
| Microsoft Corporation (MSFT) | 4.56 % | |
| Apple, Inc (AAPL) | 4.54 % | |
| Hewlett-Packard Company (HPQ) | 4.07 % | |
| Qualcomm, Inc (QCOM) | 3.7 % | |
| Bank of America Corporation (BAC) | 3.5 % | |
| View Holdings | ||
Large Growth
Above 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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