Description: Under normal circumstances, the fund invests at least 80% of its investable assets in equity and equity-related securities of companies that, at the time of investment, help address (or are anticipated to help address) social and environmental challenges as identified by one or more of the United Nations Sustainable Development Goals ("UN SDGs") based on the subadviser"s proprietary research and portfolio construction process. The fund is non-diversified.
Exchange: BATS
Country: US : United States of America
Currency: US Dollar ($)
Category: Global Large-Stock Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 63.93 | 0.00 | 63.93 |
| Stock non-US | 32.85 | 0.00 | 32.85 |
| Cash | 3.22 | 0.00 | 3.22 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 48.82 | 30.41 |
| Consumer Cyclicals | 26.97 | 12.08 |
| Healthcare | 11.21 | 13.89 |
| Industrials | 5.90 | 11.53 |
| Financial Services | 4.64 | 12.02 |
| Communication Services | 2.46 | 9.04 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 66.06 | 63.62 |
| Europe Developed | 20.95 | 17.40 |
| Latin America | 6.26 | 1.57 |
| Asia Developed | 4.88 | 3.96 |
| Africa/Middle East | 1.85 | 0.31 |
| Japan | 0.00 | 4.12 |
| Australasia | 0.00 | 0.25 |
| Asia Emerging | 0.00 | 4.54 |
| United Kingdom | 0.00 | 4.22 |
| Europe Emerging | 0.00 | 0.01 |