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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,733.67 | 47.69 | 0.45% |
| NASDAQ | 2,389.09 | 11.08 | 0.47% |
| S&P 500 | 1,166.21 | 6.75 | 0.58% |
The investment seeks growth of capital.
The fund invests primarily in equity securities. The advisor seeks to construct a portfolio of issuers that have high or improving return on invested capital (ROIC), quality management, a strong competitive position and which are trading at compelling valuations. The fund may invest up to 25% of total assets in foreign securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| AIM Treasurer's Ser Tr Prem Instl () | 8.3 % | |
| AIM Shot Term Inv Liquid Assets Instl () | 8.3 % | |
| Progressive Corporation (PGR) | 2.75 % | |
| American Express Company (AXP) | 2.58 % | |
| Microsoft Corporation (MSFT) | 2.53 % | |
| View Holdings | ||
Large Blend
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