Description: The investment seeks long-term capital growth. The fund will invest principally in exchange-traded common stocks. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's assets in securities of medium capitalization companies that the portfolio managers believe will create impact by aligning with at least one of the SDGs. The fund may purchase securities of small and large capitalization companies as well. It may engage in active and frequent trading of portfolio securities to achieve its principal investment strategies. The fund is non-diversified.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Mid-Cap Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 96.12 | 0.00 | 96.12 |
| Cash | 2.80 | 0.00 | 2.80 |
| Stock non-US | 1.09 | 0.00 | 1.09 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 40.36 | 26.79 |
| Healthcare | 19.71 | 19.98 |
| Industrials | 13.49 | 14.95 |
| Consumer Cyclicals | 13.01 | 12.97 |
| Basic Materials | 7.13 | 2.36 |
| Financial Services | 3.81 | 9.85 |
| Utilities | 2.48 | 0.69 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 97.46 |
| Japan | 0.00 | 0.05 |
| Australasia | 0.00 | 0.00 |
| Asia Emerging | 0.00 | 0.53 |
| Latin America | 0.00 | 0.14 |
| Asia Developed | 0.00 | 0.16 |
| United Kingdom | 0.00 | 0.38 |
| Europe Developed | 0.00 | 1.03 |
| Africa/Middle East | 0.00 | 0.25 |