Fund Description

The fund employs an indexing investment approach aimed at tracking the performance of the S&P Completion Index, a diversified index of stocks from small and mid-size U.S. companies. This Index includes all U.S. common stocks regularly traded on major exchanges, excluding those in the S&P 500 Index. The fund utilizes a sampling method to invest, holding a diverse collection of securities that collectively reflect the Index's key characteristics, including industry weightings, market capitalization, and financial metrics such as price/earnings ratio and dividend yield. This strategy allows investors exposure to a broad spectrum of the U.S. equity market outside of the largest firms.