Description: The index measures the performance of the mid-capitalization sector in the U.S. equity market as determined by Bloomberg. Under normal circumstances, substantially all, but at least 80%, of the fund"s total assets will be invested in mid-capitalization companies.
Exchange: NYSE
Country: US : United States of America
Currency: US Dollar ($)
Category: Mid-Cap Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 97.96 | 0.00 | 97.96 |
| Stock non-US | 1.70 | 0.00 | 1.70 |
| Cash | 0.34 | 0.00 | 0.34 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 20.69 | 19.73 |
| Technology | 15.83 | 16.14 |
| Consumer Cyclicals | 15.38 | 13.21 |
| Financial Services | 13.58 | 15.58 |
| Healthcare | 9.79 | 10.65 |
| Real Estate | 7.05 | 6.28 |
| Energy | 4.34 | 4.38 |
| Basic Materials | 4.34 | 4.63 |
| Consumer Defensive | 3.95 | 3.98 |
| Communication Services | 3.04 | 2.27 |
| Utilities | 2.00 | 3.16 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.29 | 98.13 |
| Latin America | 0.58 | 0.28 |
| United Kingdom | 0.48 | 0.63 |
| Europe Developed | 0.35 | 0.56 |
| Africa/Middle East | 0.30 | 0.06 |
| Japan | 0.00 | 0.02 |
| Asia Emerging | 0.00 | 0.20 |
| Asia Developed | 0.00 | 0.11 |