Description: The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the common stocks and real estate investment companies (?REITs?) that comprise the index. The index is designed to provide exposure to well-capitalized companies with a history of increasing their dividends. The term ?well-capitalized? reflects companies that have strong balance sheets with durable cash flow and a record of profitability.
Exchange: NASDAQ
Country: US
Currency: US Dollar ($)
Category: Mid-Cap Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 98.03 | 0.00 | 98.03 |
| Stock non-US | 1.72 | 0.00 | 1.72 |
| Cash | 0.25 | 0.00 | 0.25 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 30.05 | 14.93 |
| Industrials | 26.74 | 16.73 |
| Technology | 11.68 | 15.16 |
| Consumer Cyclicals | 10.16 | 13.12 |
| Energy | 9.11 | 5.56 |
| Healthcare | 4.18 | 11.01 |
| Consumer Defensive | 3.79 | 4.59 |
| Basic Materials | 2.27 | 5.39 |
| Real Estate | 2.02 | 7.04 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.28 | 98.63 |
| Latin America | 1.72 | 0.12 |
| Japan | 0.00 | 0.00 |
| Asia Emerging | 0.00 | 0.28 |
| Asia Developed | 0.00 | 0.12 |
| United Kingdom | 0.00 | 0.47 |
| Europe Emerging | 0.00 | 0.01 |
| Europe Developed | 0.00 | 0.26 |
| Africa/Middle East | 0.00 | 0.07 |