Exchange: NASDAQ
Country: US : United States of America
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 91.25 | 0.00 | 91.25 |
| Stock non-US | 5.80 | 0.00 | 5.80 |
| Cash | 2.94 | 0.00 | 2.94 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 27.81 | 29.64 |
| Financial Services | 16.02 | 13.50 |
| Healthcare | 14.77 | 12.26 |
| Industrials | 11.95 | 9.78 |
| Energy | 7.68 | 3.43 |
| Consumer Cyclicals | 6.41 | 9.98 |
| Consumer Defensive | 5.88 | 5.90 |
| Utilities | 3.75 | 2.54 |
| Real Estate | 3.08 | 2.04 |
| Communication Services | 1.44 | 8.40 |
| Basic Materials | 1.21 | 2.52 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 96.06 | 98.02 |
| United Kingdom | 2.19 | 0.47 |
| Asia Developed | 1.75 | 0.24 |
| Japan | 0.00 | 0.06 |
| Australasia | 0.00 | 0.00 |
| Asia Emerging | 0.00 | 0.04 |
| Latin America | 0.00 | 0.05 |
| Europe Developed | 0.00 | 1.11 |
| Africa/Middle East | 0.00 | 0.02 |