Its active share of 66% as of December 2022 was among the lowest in the mid-cap growth Morningstar Category but had climbed to 73% as of November 2024 as the portfolio's shape changed throughout 2023.

The fund has historically traded at a similar valuation as its average peer. However, its average market cap is slightly lower owing to its broader reach, which improves diversification but may ...

A trough lies off the northern coastal waters, while high pressure system extends a ridge over the southern coastal waters. The trough is forecast to extend further south and deepen into a low as ...