| Size | | | Average Mkt Cap $Mil | 3,195 | | | |
 | | Market Capitalization | % of
Portfolio |
| Giant | 6.64 | | Large | 16.23 | | Medium | 36.65 | | Small | 36.31 | | Micro | 4.18 | | | |
| | | Ownership Zone  | | | |   | Fund centroid represents weighted average of
domestic stock holdings | | | |   | Zone represents 75% of fund's domestic stock holdings |
| |
 | | Investment Style History (as of 12-31) |
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