Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Target-Date 2060
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 66.88 | 0.00 | 66.88 |
| Stock non-US | 31.75 | 0.00 | 31.75 |
| Bond | 0.92 | 0.00 | 0.92 |
| Cash | 0.48 | 0.08 | 0.40 |
| Other | 0.05 | 0.00 | 0.05 |
| NotClassified | 0.00 | 0.00 | 0.00 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 24.93 | 23.69 |
| Financial Services | 16.06 | 15.67 |
| Consumer Cyclicals | 11.07 | 10.39 |
| Industrials | 10.71 | 11.06 |
| Healthcare | 10.00 | 11.29 |
| Communication Services | 7.60 | 7.03 |
| Consumer Defensive | 5.61 | 5.60 |
| Real Estate | 3.88 | 4.01 |
| Energy | 3.88 | 4.32 |
| Basic Materials | 3.73 | 4.39 |
| Utilities | 2.53 | 2.55 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 70.42 | 68.06 |
| Europe Developed | 9.77 | 11.38 |
| Japan | 5.01 | 4.69 |
| Asia Emerging | 4.75 | 5.10 |
| Asia Developed | 3.36 | 3.63 |
| United Kingdom | 2.99 | 3.78 |
| Australasia | 1.65 | 1.28 |
| Africa/Middle East | 1.15 | 0.91 |
| Latin America | 0.70 | 1.00 |
| Europe Emerging | 0.21 | 0.17 |