|711 High St , Des Moines, IA 50392|
|Fund Manager||Team Managed|
The Fund seeks to provide current income and long-term growth of income and capital. Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. The Fund usually invests in equity securities of companies with large and medium market capitalizations. The Fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The Fund also invests in securities of foreign issuers.
|Asset Type||% Of Allocation|
|Total Net Assets||33.19 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|KKR||KKR & CO INC||2.89%|
|PH||PARKER HANNIFIN CORP||2.78%|
|JPM||JPMORGAN CHASE & CO||2.68%|
|MGA||MAGNA INTERNATIONAL INC||2.63%|
|DE||DEERE & CO||2.49%|
|VZ||VERIZON COMMUNICATIONS INC||2.34%|
|FRC||FIRST REPUBLIC BANK||2.32%|
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Evergrande's default saga, as well as mounting supply chain issues, have stocks on the back foot Friday, with Wall Street futures slipping modestly into the red.
Nike's cut its full year sales forecast, and warned of delays over the holiday season, after missing Q1 revenue forecasts owing to supply chain disruptions in Asia.
Costco said it will limit purchases of certain 'key' items in the months ahead amid what it called an "uptick in Delta-related demand" following solid fourth quarter earnings.
China's central bank, the PBOC, said Friday that all forms of cryptocurrency trading and financing are 'illegal activities that are strictly prohibited'.
Stock futures dip as Evergrande triggers caution, Evergrande misses dollar bond debt payment; Nike warns on supply chain delays; Costco to limit key item purchases; China bans all cryptocurrency trading.