Description: The investment seeks to maximize growth and outperform the results (before fees and expenses) of the broader U.S. midcap stock market. The fund, an actively managed exchange traded fund (ETF), invests at least 80% of its net assets plus any borrowings for investment purposes in midcap stocks. Midcap stocks are defined as stocks of companies with market capitalizations between $3 billion and $10 billion that meet the fund's environmental, social and governance (ESG) criteria.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Small Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 95.61 | 0.00 | 95.61 |
| Stock non-US | 2.83 | 0.00 | 2.83 |
| Cash | 1.56 | 0.00 | 1.56 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 23.24 | 17.50 |
| Financial Services | 13.71 | 9.37 |
| Basic Materials | 11.34 | 2.73 |
| Consumer Cyclicals | 10.76 | 10.92 |
| Energy | 9.98 | 4.16 |
| Healthcare | 8.58 | 22.55 |
| Real Estate | 8.31 | 2.61 |
| Technology | 6.20 | 22.71 |
| Utilities | 5.46 | 0.96 |
| Consumer Defensive | 2.42 | 4.65 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 97.13 | 97.24 |
| Latin America | 2.87 | 0.35 |
| Japan | 0.00 | 0.01 |
| Australasia | 0.00 | 0.02 |
| Asia Emerging | 0.00 | 0.44 |
| Asia Developed | 0.00 | 0.17 |
| United Kingdom | 0.00 | 0.69 |
| Europe Developed | 0.00 | 0.70 |
| Africa/Middle East | 0.00 | 0.38 |