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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,741.98 | -37.19 | -0.35% |
| NASDAQ | 2,374.41 | -16.87 | -0.71% |
| S&P 500 | 1,159.90 | -5.92 | -0.51% |
The investment seeks long-term capital appreciation; income is a secondary consideration.
The fund normally invests in stocks. In selecting stocks for the fund, the portfolio managers look for companies of all sizes whose stock price may not reflect the company's value. The managers attempt to purchase the stocks of these undervalued companies and hold each stock until the price has increased to, or is higher than, a level the managers believe more accurately reflects the fair value of the company.
| Name | % of Total Fund Assets | |
|---|---|---|
| ExxonMobil Corporation (XOM) | 5.07 % | |
| AT&T, Inc (T) | 3.97 % | |
| Chevron Corporation (CVX) | 2.92 % | |
| Total SA (FP) | 2.88 % | |
| J.P. Morgan Chase (JPM) | 2.84 % | |
| View Holdings | ||
Large Value
Below Average
Notices & Terms: Confirm all data with your broker before trading.
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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