Description: The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Exchange: MX
Country: MX
Currency: Mexican Peso (₱)
Category: Small Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 97.04 | 0.00 | 97.04 |
| Cash | 2.30 | 0.00 | 2.30 |
| Stock non-US | 0.67 | 0.00 | 0.67 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 18.06 | 17.22 |
| Technology | 14.75 | 13.67 |
| Financial Services | 14.72 | 17.33 |
| Healthcare | 12.00 | 14.41 |
| Consumer Cyclicals | 11.79 | 11.21 |
| Real Estate | 9.01 | 6.84 |
| Energy | 5.94 | 5.19 |
| Basic Materials | 4.26 | 4.54 |
| Consumer Defensive | 4.13 | 4.27 |
| Utilities | 3.10 | 2.76 |
| Communication Services | 2.25 | 2.54 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 99.32 | 98.59 |
| Latin America | 0.27 | 0.51 |
| Asia Emerging | 0.20 | 0.23 |
| United Kingdom | 0.14 | 0.23 |
| Asia Developed | 0.05 | 0.11 |
| Europe Developed | 0.03 | 0.22 |
| Japan | 0.00 | 0.04 |
| Australasia | 0.00 | 0.00 |
| Africa/Middle East | 0.00 | 0.07 |