|7337 E. Doubletree Ranch Rd, Suite 100 , Scottsdale, AZ 85258|
|Fund Manager||Team Managed|
The Portfolio seeks to outperform the total return performance of the S&P Midcap 400 ® Index ( Index ) while maintaining a market level of risk. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of mid-capitalization companies included in the Index. The Portfolio will provide shareholders with at least 60 days' prior notice of any change in this investment policy. The Index is a stock market index comprised of common stocks of 400 mid-capitalization companies traded in the United States and selected by S&P Global Ratings. For this Portfolio, the sub-adviser ( Sub Adviser ) defines mid-capitalization companies as companies that are included in the Index at the time of purchase. The market capitalization of companies within the Index will change with market conditions. The market capitalization of companies in the Index as of December 31, 2019 ranged from $1.1 billion to $19.4 billion.
|Asset Type||% Of Allocation|
|Total Net Assets||65.25 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Symbol||Company Name||% Of Assets|
|MOH||MOLINA HEALTHCARE INC||0.96%|
|DECK||DECKERS OUTDOOR CORP||0.87%|
|ORI||OLD REPUBLIC INTERNATIONAL||0.78%|
|ARW||ARROW ELECTRONICS INC||0.78%|
|SCI||SERVICE CORP INTERNATIONAL||0.70%|
|TECH||BIO TECHNE CORPORATION||0.69%|
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