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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.
The fund takes long and short positions in different securities, selecting from a universe of mid- to large-cap stocks with characteristics similar to those of the Russell 1000 and/or S&P 500 indexes. It expects that the long positions appreciates more rapidly than the short positions, and in declining markets, that the short positions declines faster than the long positions.
| Name | % of Total Fund Assets | |
|---|---|---|
| JPMorgan Tax Free Money Market Reserve () | 13.98 % | |
| Maxim Integrated Products (MXIM) | 2.45 % | |
| Linear Technology (LLTC) | 2.44 % | |
| PepsiCo, Inc (PEP) | 2.36 % | |
| Philip Morris International Inc (PM) | 2.34 % | |
| View Holdings | ||
Long-Short
Low
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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