Description: The fund seeks to achieve its objective by investing primarily in the common stock of large-sized 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 a mix of large-cap investments and growth investments. 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 Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 99.35 | 0.00 | 99.35 |
| Cash | 0.42 | 0.00 | 0.42 |
| Stock non-US | 0.23 | 0.00 | 0.23 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 49.79 | 41.91 |
| Consumer Cyclicals | 15.72 | 13.40 |
| Communication Services | 15.04 | 12.50 |
| Healthcare | 7.03 | 11.38 |
| Financial Services | 5.30 | 8.47 |
| Consumer Defensive | 3.37 | 2.66 |
| Industrials | 3.29 | 6.33 |
| Basic Materials | 0.46 | 1.17 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 99.77 | 96.30 |
| Latin America | 0.23 | 0.53 |
| Japan | 0.00 | 0.05 |
| Asia Emerging | 0.00 | 0.17 |
| Asia Developed | 0.00 | 0.60 |
| United Kingdom | 0.00 | 0.45 |
| Europe Developed | 0.00 | 1.80 |
| Africa/Middle East | 0.00 | 0.10 |