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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,779.17 | 45.50 | 0.42% |
| NASDAQ | 2,391.28 | 2.19 | 0.09% |
| S&P 500 | 1,165.82 | -0.39 | -0.03% |
The investment seeks capital appreciation.
The fund normally invests at least 80% of assets in equity securities of mid-sized companies within the market capitalization range of companies in the Russell Midcap index. It may invest in common stocks, convertible bonds, convertible preferred stocks and warrants.
| Name | % of Total Fund Assets | |
|---|---|---|
| Lazard, Ltd (LAZ) | 2.11 % | |
| Warner Chilcott Limited A (WCRX) | 2.08 % | |
| AmerisourceBergen Corporation (ABC) | 2.02 % | |
| Patterson Companies, Inc (PDCO) | 1.9 % | |
| Kansas City Southern, Inc (KSU) | 1.89 % | |
| View Holdings | ||
Mid-Cap Value
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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