| Size | | | Average Mkt Cap $Mil | 18,475 | | | |
 | | Market Capitalization | % of
Portfolio |
| Giant | 36.40 | | Large | 23.75 | | Medium | 27.77 | | Small | 10.26 | | Micro | 1.82 | | | |
| |  |  |  | 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) |
|