Description: The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of mid-capitalization ("mid cap") companies selected for their growth potential. The advisor uses an active, systematic strategy designed to select mid-sized capitalization growth stocks using a proprietary quantitative methodology.
Exchange: NASDAQ
Country: US : United States of America
Currency: US Dollar ($)
Category: Mid-Cap Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 98.56 | 0.00 | 98.56 |
| Stock non-US | 1.53 | 0.00 | 1.53 |
| Cash | 0.00 | 0.08 | -0.08 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 38.84 | 26.42 |
| Industrials | 16.14 | 17.96 |
| Financial Services | 13.56 | 11.61 |
| Healthcare | 11.49 | 16.61 |
| Consumer Cyclicals | 10.72 | 12.93 |
| Energy | 3.13 | 2.84 |
| Utilities | 2.00 | 1.00 |
| Communication Services | 1.85 | 3.73 |
| Consumer Defensive | 1.62 | 2.26 |
| Real Estate | 0.65 | 2.67 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.47 | 96.99 |
| Latin America | 1.53 | 0.49 |
| Japan | 0.00 | 0.05 |
| Asia Emerging | 0.00 | 0.16 |
| Asia Developed | 0.00 | 0.04 |
| United Kingdom | 0.00 | 0.37 |
| Europe Developed | 0.00 | 1.51 |
| Africa/Middle East | 0.00 | 0.39 |