Description: The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index measures the performance of large and mid-capitalization equity securities listed on stock exchanges in the U.S. that, in the aggregate, have lower volatility relative to the large- and mid-cap U.S. equity market.
Exchange: MX
Country: MX
Currency: Mexican Peso (₱)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 96.92 | 0.00 | 96.92 |
| Stock non-US | 2.76 | 0.00 | 2.76 |
| Cash | 0.32 | 0.00 | 0.32 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Healthcare | 20.83 | 16.05 |
| Technology | 16.97 | 22.70 |
| Consumer Defensive | 13.27 | 7.40 |
| Financial Services | 12.02 | 14.11 |
| Industrials | 12.01 | 10.28 |
| Utilities | 8.20 | 2.75 |
| Communication Services | 6.94 | 7.18 |
| Consumer Cyclicals | 5.29 | 10.02 |
| Basic Materials | 2.75 | 2.71 |
| Real Estate | 1.19 | 2.41 |
| Energy | 0.52 | 4.39 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.66 | 97.55 |
| Europe Developed | 0.85 | 1.13 |
| United Kingdom | 0.50 | 0.88 |
| Japan | 0.00 | 0.07 |
| Australasia | 0.00 | 0.01 |
| Asia Emerging | 0.00 | 0.09 |
| Latin America | 0.00 | 0.07 |
| Asia Developed | 0.00 | 0.17 |
| Africa/Middle East | 0.00 | 0.03 |