NYSE | ETF
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) inU. S. listed common stock of small- and mid-capitalization ("SMID Cap") companies.
The fund is non-diversified.
Top 10 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| VBR | Vanguard Small-Cap Value Index Fund ETF Shares | 15.69% | ||
| VO | Vanguard Mid-Cap Index Fund ETF Shares | 15.68% | ||
| VOE | Vanguard Mid-Cap Value Index Fund ETF Shares | 10.58% | ||
| VB | Vanguard Small-Cap Index Fund ETF Shares | 7.84% | ||
| IJS | iShares S&P Small-Cap 600 Value ETF | 6.11% | ||
| WRB | W. R. Berkley Corp | Financial Services | Insurance - Property & Casualty | 3.51% |
| CSL | Carlisle Companies Incorporated | Industrials | Building Products & Equipment | 2.27% |
| ABT | Abbott Laboratories | Healthcare | Medical Devices | 2.22% |
| GDDY | Godaddy Inc | Technology | Software - Infrastructure | 2.17% |
| IWM | iShares Russell 2000 ETF | 1.87% |