RPV focuses on S&P 500 companies that exhibit the value trait, with a heavy 28.8% emphasis on financials, consumer discretionary 20.5% and 10.6% energy. The large tilt toward financials could prove beneficial in a rising rate environment.
RZV targets companies that exhibit the value characteristic but focuses on the smaller companies taken from the S&P SmallCap 600 benchmark. The fund is heavy on consumer discretionary 33.1%, industrials 17.1% and information technology 12.0%.
Lastly, RFV includes value stocks taken from the S&P MidCap 400 Index. The portfolio includes 19.1% consumer discretionary, 15.4% financials and 13.9% information technology.
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