Description: The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.
Exchange: BATS
Country: US : United States of America
Currency: US Dollar ($)
Category: Mid-Cap Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 97.77 | 0.00 | 97.77 |
| Stock non-US | 1.86 | 0.00 | 1.86 |
| Cash | 0.37 | 0.00 | 0.37 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 22.17 | 19.73 |
| Financial Services | 17.14 | 15.58 |
| Consumer Cyclicals | 15.71 | 13.21 |
| Technology | 12.08 | 16.14 |
| Healthcare | 10.17 | 10.65 |
| Real Estate | 8.39 | 6.28 |
| Basic Materials | 5.45 | 4.63 |
| Consumer Defensive | 4.72 | 3.98 |
| Energy | 1.64 | 4.38 |
| Utilities | 1.41 | 3.16 |
| Communication Services | 1.12 | 2.27 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.80 | 98.13 |
| United Kingdom | 0.66 | 0.63 |
| Asia Emerging | 0.27 | 0.20 |
| Europe Developed | 0.27 | 0.56 |
| Japan | 0.00 | 0.02 |
| Latin America | 0.00 | 0.28 |
| Asia Developed | 0.00 | 0.11 |
| Africa/Middle East | 0.00 | 0.06 |