Description: To pursue its goal, the fund normally invests 80% of its net assets in securities of small- and mid-capitalization companies. The fund managers consider a company to be small or mid capitalization if it has a market capitalization within the market capitalization range of companies in the Russell 2000® Index or the Russell Midcap® Index.
Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Mid-Cap Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 96.29 | 0.00 | 96.29 |
| Stock non-US | 2.81 | 0.00 | 2.81 |
| Cash | 0.90 | 0.00 | 0.90 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 30.26 | 17.96 |
| Technology | 22.55 | 26.42 |
| Healthcare | 11.16 | 16.61 |
| Financial Services | 10.89 | 11.61 |
| Consumer Cyclicals | 7.58 | 12.93 |
| Energy | 5.44 | 2.84 |
| Basic Materials | 4.53 | 1.97 |
| Real Estate | 2.83 | 2.67 |
| Communication Services | 1.75 | 3.73 |
| Utilities | 1.52 | 1.00 |
| Consumer Defensive | 1.49 | 2.26 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 96.99 |
| Japan | 0.00 | 0.05 |
| Asia Emerging | 0.00 | 0.16 |
| Latin America | 0.00 | 0.49 |
| 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 |