And like with the glide path, the managers leverage the insights from their research group when implementing these tilts. The team continually revisits and scales the exposures while considering ...

Compared with the Russell 1000 Index, the fund tilts toward financials and energy stocks while underweighting technology and healthcare stocks. Note: The Process Pillar rating and analysis are ...

Given the high trading volume of holdings, this fund also tilts toward liquid assets. More-liquid assets contribute to more-flexible exit strategies without price changes and tend to be a ballast ...