Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
In pursuing the fund"s strategy, the adviser tactically allocates the fund"s assets across the sub-industries that make up the 11 sectors found in the S&P 500 Index. The adviser"s quantitative model analyzes price movement of the stocks of companies and may hold up to 50 different common stocks across the approximately 117 sub-industries the fund's manager considers for investment.
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