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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
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The investment seeks capital appreciation.
The fund normally invests primarily in equity securities of large-sized growth companies with market capitalizations in excess of $5 billion based on the market size of the investment at the time of purchase. It seeks to purchase securities that the Advisor expects could increase in value 100% within five years. The Advisor selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition.
| Name | % of Total Fund Assets | |
|---|---|---|
| American Tower Corporation A (AMT) | 3.9 % | |
| Equinix, Inc (EQIX) | 3.59 % | |
| XTO Energy, Inc (XTO) | 3.47 % | |
| Burlington Northern Santa Fe Corporation (BNI) | 3.34 % | |
| Target Corporation (TGT) | 3.28 % | |
| View Holdings | ||
Large Growth
Average
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