Mutual Funds & ETFs

IYE tracks theRussell 1000Energy RIC 22.5/45 Capped Index. The benchmark is a capped subset of a large- and mid-cap US equity universe. Its sector rules direct the portfolio towards energy businesses, while issuer constraints shape position weights. The fund follows an equityindexrather than holding …

IYF tracks theRussell 1000Financials 40 Act 15/22.5 Daily Capped Index. The benchmark draws financial-sector companies from a large- and mid-cap USEquityuniverse. Its rules apply issuer-weight constraints while maintaining the sector focus. The portfolio therefore spans several financialBusinessmodels within a single index-based strategy.

IYG tracks the Dow Jones U.S. Financial Services Index. The benchmark measures the financial services sector of the USEquitymarket. Its constituents bring together businesses involved in providing financial products and services.

IHF tracks the Dow Jones U.S. Select Healthcare Providers Index. The benchmark targets the healthcare providers segment rather than the whole healthcare industry. Eligible businesses include service andFacilityoperators associated with delivering care. Theindexcan include companies of different sizes, giving the fund a defined healthcare …

IYH tracks theRussell 1000Health Care RIC 22.5/45 Capped Index. The benchmark draws healthcare companies from a large- and mid-cap USEquityuniverse and applies issuer-weight constraints. The mandate combines several healthcare activities within a single sector index. Its composition follows the index’s industry classifications and constituent …

ITB tracks the Dow Jones U.S. Select Home Construction Index. The benchmark targets home construction businesses and can also include related suppliers and retailers. It can hold companies of different sizes. This gives the strategy exposure to the housingSupplychain through listed equities rather than …

IYY tracks the Dow Jones U.S. Index. The benchmark covers a broad cross-section of the US equity market. Its mandate therefore spans industries rather than concentrating on a single sector strategy.