Description: The fund will invest at least 90% of its net assets (including investment borrowings) in the common stocks and real estate investment trusts that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.
Exchange: MX
Country: MX
Currency: Mexican Peso (₱)
Category: Financial
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 96.50 | 0.00 | 96.50 |
| Stock non-US | 2.64 | 0.00 | 2.64 |
| Cash | 0.86 | 0.00 | 0.86 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 94.10 | 85.13 |
| Real Estate | 3.25 | 1.24 |
| Technology | 2.65 | 3.49 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 97.33 | 89.07 |
| Latin America | 0.98 | 0.80 |
| Europe Developed | 0.98 | 5.33 |
| United Kingdom | 0.71 | 1.45 |
| Japan | 0.00 | 1.49 |
| Australasia | 0.00 | 0.15 |
| Asia Emerging | 0.00 | 0.82 |
| Asia Developed | 0.00 | 0.71 |
| Europe Emerging | 0.00 | 0.09 |
| Africa/Middle East | 0.00 | 0.11 |