Description: The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.
Exchange: NASDAQ
Country: US : United States of America
Currency: US Dollar ($)
Category: Large Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 94.10 | 0.00 | 94.10 |
| Stock non-US | 5.15 | 0.00 | 5.15 |
| Cash | 0.77 | 0.03 | 0.75 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 29.75 | 32.96 |
| Healthcare | 19.09 | 15.93 |
| Consumer Cyclicals | 13.05 | 15.95 |
| Financial Services | 12.65 | 9.95 |
| Industrials | 10.03 | 6.35 |
| Communication Services | 5.89 | 8.93 |
| Consumer Defensive | 4.76 | 4.22 |
| Real Estate | 1.84 | 1.61 |
| Basic Materials | 1.65 | 1.39 |
| Utilities | 1.30 | 0.55 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 94.81 | 96.46 |
| Europe Developed | 4.48 | 2.03 |
| Asia Developed | 0.72 | 0.34 |
| Japan | 0.00 | 0.07 |
| Asia Emerging | 0.00 | 0.29 |
| Latin America | 0.00 | 0.23 |
| United Kingdom | 0.00 | 0.55 |
| Africa/Middle East | 0.00 | 0.03 |