Mutual Funds & ETFs

The strategy uses models and large datasets to seek outperformance within international equities. It is classified as actively managed, with the MSCIEAFE Indexserving as its benchmark. The benchmark reference identifies the comparison framework without changing the active nature of portfolio construction. The reported holdings …

The strategy starts with the S&P 500 universe and excludes companies belonging to the S&P 100. Its objective is therefore defined by index membership rather than a specific industry or geographic region within the United States. The reported holdings count reflects the portfolio positions. …

The current outcome period runs from 1 October to 31 December 2026. Its starting cap is 6.77%. As of 28 October 2026, the remaining cap was 5.27%, with 64 days remaining. The strategy seeks approximately twice the positive price return of the reference ETF …

The investment structure holds other iBonds funds across a range of maturity years. The five reported holdings therefore describe underlying ETFs rather than five individual corporate bonds. Its benchmark establishes a ladder covering the one to five year range. Portfolio maturity statistics describe the …

The index tracking objective addresses metals linked to several stated structural themes. These include artificial intelligence infrastructure, manufacturing, energy production and distribution, and national security. The fund is classified as aCommodityinvestment. Its mandate identifies the areas connected to the exposure without specifying individual metal …

The fund follows a Treasury index using a rolling remaining maturity range. Its one to ten year mandate differs from a portfolio organised around one calendar maturity year. The weighted average maturity records where the combined portfolio sits within that range at the reporting …

The investment objective covers energy efficiency, green buildings, green transportation, pollution prevention, renewable energy, water, resource efficiency and sustainable agriculture. Its benchmark appliesBusinessinvolvement screens for small arms, thermal coal, oil sands, tobacco, controversial weapons and nuclear weapons. The restrictions combineRevenuethresholds for certain activities with …