Exchange: NASDAQ
Country: US
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 98.20 | 0.00 | 98.20 |
| Stock non-US | 1.55 | 0.00 | 1.55 |
| Cash | 0.13 | 0.00 | 0.13 |
| Bond | 0.12 | 0.00 | 0.12 |
| NotClassified | 0.00 | 0.00 | 0.00 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 19.94 | 29.81 |
| Financial Services | 18.24 | 13.42 |
| Healthcare | 16.43 | 12.54 |
| Industrials | 10.92 | 9.69 |
| Consumer Defensive | 8.15 | 5.89 |
| Consumer Cyclicals | 7.14 | 9.75 |
| Energy | 5.07 | 3.56 |
| Communication Services | 4.03 | 8.41 |
| Utilities | 3.59 | 2.39 |
| Real Estate | 3.51 | 2.01 |
| Basic Materials | 2.98 | 2.54 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.72 | 97.92 |
| Europe Developed | 0.61 | 1.14 |
| Latin America | 0.33 | 0.05 |
| United Kingdom | 0.18 | 0.50 |
| Asia Developed | 0.06 | 0.25 |
| Asia Emerging | 0.04 | 0.04 |
| Africa/Middle East | 0.04 | 0.03 |
| Japan | 0.00 | 0.06 |
| Australasia | 0.00 | 0.00 |