Asset Allocation

As of May 31, 2026.
Type % Net
Cash 2.30%
Stock 94.85%
Bond 1.82%
Convertible 0.00%
Preferred 0.21%
Other 0.83%
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Market Capitalization

As of May 31, 2026
Large 74.87%
Mid 16.06%
Small 9.07%
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Region Exposure

% Developed Markets: 97.03%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.97%

Americas 3.79%
3.79%
Canada 1.03%
United States 2.77%
0.00%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.64%
United Kingdom 23.81%
45.36%
Belgium 1.60%
Denmark 0.72%
France 15.31%
Germany 9.73%
Greece 0.58%
Ireland 0.62%
Italy 3.76%
Netherlands 5.84%
Spain 3.12%
Sweden 1.32%
Switzerland 2.58%
0.00%
0.46%
Israel 0.46%
Greater Asia 23.59%
Japan 15.11%
0.34%
Australia 0.34%
8.14%
Hong Kong 2.34%
Singapore 1.07%
South Korea 4.74%
0.00%
Unidentified Region 2.97%

Stock Sector Exposure

Cyclical
40.88%
Materials
6.91%
Consumer Discretionary
9.62%
Financials
23.99%
Real Estate
0.37%
Sensitive
36.04%
Communication Services
3.58%
Energy
4.52%
Industrials
17.42%
Information Technology
10.53%
Defensive
17.92%
Consumer Staples
8.04%
Health Care
7.81%
Utilities
2.06%
Not Classified
1.17%
Non Classified Equity
1.17%
As of May 31, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available