Description: The fund seeks to achieve its objective by investing primarily in the common stock of large-cap U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in large-cap companies. The fund manager actively trades its portfolio securities in an attempt to achieve its investment objective.
Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 99.48 | 0.00 | 99.48 |
| Cash | 0.52 | 0.00 | 0.52 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 30.31 | 29.64 |
| Financial Services | 13.82 | 13.50 |
| Consumer Cyclicals | 12.02 | 9.98 |
| Healthcare | 11.04 | 12.26 |
| Communication Services | 10.79 | 8.40 |
| Industrials | 6.64 | 9.78 |
| Consumer Defensive | 5.43 | 5.90 |
| Utilities | 3.50 | 2.54 |
| Basic Materials | 2.70 | 2.52 |
| Energy | 2.32 | 3.43 |
| Real Estate | 1.43 | 2.04 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 98.02 |
| Japan | 0.00 | 0.06 |
| Australasia | 0.00 | 0.00 |
| Asia Emerging | 0.00 | 0.04 |
| Latin America | 0.00 | 0.05 |
| Asia Developed | 0.00 | 0.24 |
| United Kingdom | 0.00 | 0.47 |
| Europe Developed | 0.00 | 1.11 |
| Africa/Middle East | 0.00 | 0.02 |