Description: Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.
Exchange: NASDAQ
Country: US : United States of America
Currency: US Dollar ($)
Category: Mid-Cap Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 94.36 | 0.00 | 94.36 |
| Cash | 4.73 | 0.29 | 4.43 |
| Stock non-US | 1.21 | 0.00 | 1.21 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 20.39 | 16.14 |
| Industrials | 15.56 | 19.73 |
| Financial Services | 14.46 | 15.58 |
| Consumer Cyclicals | 12.20 | 13.21 |
| Healthcare | 10.57 | 10.65 |
| Real Estate | 7.43 | 6.28 |
| Utilities | 5.46 | 3.16 |
| Energy | 4.34 | 4.38 |
| Consumer Defensive | 4.28 | 3.98 |
| Basic Materials | 3.88 | 4.63 |
| Communication Services | 1.43 | 2.27 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.74 | 98.13 |
| Europe Developed | 1.27 | 0.56 |
| Japan | 0.00 | 0.02 |
| Asia Emerging | 0.00 | 0.20 |
| Latin America | 0.00 | 0.28 |
| Asia Developed | 0.00 | 0.11 |
| United Kingdom | 0.00 | 0.63 |
| Africa/Middle East | 0.00 | 0.06 |