Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Target-Date 2050
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 64.59 | 0.00 | 64.59 |
| Stock non-US | 30.43 | 0.00 | 30.43 |
| Bond | 4.47 | 0.00 | 4.47 |
| Cash | 0.54 | 0.08 | 0.45 |
| Other | 0.05 | 0.00 | 0.05 |
| NotClassified | 0.00 | 0.00 | 0.00 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 24.67 | 23.86 |
| Financial Services | 15.89 | 15.76 |
| Consumer Cyclicals | 10.95 | 10.55 |
| Industrials | 10.59 | 11.13 |
| Healthcare | 9.88 | 11.15 |
| Communication Services | 7.53 | 7.20 |
| Consumer Defensive | 5.55 | 5.61 |
| Real Estate | 4.90 | 4.09 |
| Energy | 3.83 | 3.97 |
| Basic Materials | 3.70 | 3.98 |
| Utilities | 2.50 | 2.69 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 70.57 | 67.98 |
| Europe Developed | 9.70 | 11.53 |
| Japan | 4.98 | 4.88 |
| Asia Emerging | 4.74 | 4.89 |
| Asia Developed | 3.35 | 3.63 |
| United Kingdom | 2.97 | 3.76 |
| Australasia | 1.64 | 1.36 |
| Africa/Middle East | 1.14 | 0.88 |
| Latin America | 0.70 | 0.92 |
| Europe Emerging | 0.20 | 0.16 |