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
Currency: US Dollar ($)
Category: Mid-Cap Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 98.85 | 0.00 | 98.85 |
| Stock non-US | 0.74 | 0.00 | 0.74 |
| Cash | 0.41 | 0.00 | 0.41 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 20.10 | 16.73 |
| Financial Services | 15.95 | 14.93 |
| Consumer Cyclicals | 14.71 | 13.12 |
| Technology | 13.41 | 15.16 |
| Healthcare | 10.84 | 11.01 |
| Real Estate | 8.83 | 7.04 |
| Basic Materials | 5.57 | 5.39 |
| Consumer Defensive | 3.88 | 4.59 |
| Utilities | 2.36 | 3.80 |
| Communication Services | 2.25 | 2.67 |
| Energy | 2.09 | 5.56 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 99.26 | 98.63 |
| Asia Emerging | 0.41 | 0.28 |
| United Kingdom | 0.33 | 0.47 |
| Japan | 0.00 | 0.00 |
| Latin America | 0.00 | 0.12 |
| Asia Developed | 0.00 | 0.12 |
| Europe Emerging | 0.00 | 0.01 |
| Europe Developed | 0.00 | 0.26 |
| Africa/Middle East | 0.00 | 0.07 |