3.47%| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 3.47 | 52.68 | -4.50 | 0.40 | -2.19 |
| Classification | 3.22 | 47.98 | -1.73 | 2.31 | -3.18 |
| Index (S&P 500) | 4.50 | 51.20 | -4.00 | 1.60 | -0.50 |
| % Rank in Class (1-best,100=worst) | 43 | 19 | 86 | 86 | 33 |
| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 21,632.00 |
| Inception Date: | 5/2/63 |
| Manager Name, Tenure | Harry Lange, 2005 |
| Expense Ratio: | 0.71% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Nokia Oyj | NOK | 4.35 |
| Corning Inc | GLW | 4.26 |
| Applied Materials Inc | AMAT | 4.23 |
| Staples Inc | SPLS | 4.01 |
| Medco Health Sol | MHS | 2.79 |
| Newmont Mining Corp | NEM | 1.80 |
| Apple Inc | AAPL | 1.77 |
| Occidental Petroleum Corp | OXY | 1.64 |
| Chesapeake Energy Corp | CHK | 1.59 |
| Goldcorp Inc | GG | 1.45 |
| % of Total Holdings | 27.89 | |
| 3/5/2010 | Buffett and Berkshire outperform all mutual funds (MarketWatch.com) |
| 2/9/2010 | 5 Big Funds to Reconsider (SM) |
| 12/31/2009 | A year of hits among investing misses (MarketWatch.com) |
| 7/13/2009 | Fidelity funds drink up Starbucks (MarketWatch.com) |
| 7/8/2009 | Losing stock funds are now market leaders (MarketWatch.com) |
| 7/7/2009 | Lazy Portfolios upend popular active funds (MarketWatch.com) |
| 6/19/2009 | Oops: I have to eat crow over these stupid picks (MarketWatch.com) |