Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.53%
Stock 95.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other 0.42%
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Market Capitalization

As of June 30, 2026
Large 89.98%
Mid 9.32%
Small 0.70%
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Region Exposure

% Developed Markets: 86.27%    % Emerging Markets: 9.83%    % Unidentified Markets: 3.90%

Americas 12.07%
8.67%
Canada 7.48%
United States 1.19%
3.39%
Brazil 1.76%
Mexico 0.84%
Peru 0.04%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.08%
United Kingdom 10.93%
33.13%
Austria 0.84%
Belgium 0.52%
Denmark 2.65%
Finland 0.12%
France 5.71%
Germany 6.33%
Greece 0.28%
Ireland 1.55%
Italy 3.16%
Netherlands 5.49%
Norway 0.13%
Portugal 0.15%
Spain 2.18%
Sweden 0.84%
Switzerland 2.66%
0.22%
Poland 0.06%
Turkey 0.03%
0.80%
Saudi Arabia 0.17%
South Africa 0.35%
United Arab Emirates 0.28%
Greater Asia 38.95%
Japan 13.83%
0.27%
Australia 0.27%
19.23%
Hong Kong 1.65%
Singapore 0.54%
South Korea 8.23%
Taiwan 8.81%
5.62%
China 3.14%
India 2.19%
Indonesia 0.11%
Thailand 0.19%
Unidentified Region 3.90%

Stock Sector Exposure

Cyclical
32.91%
Materials
9.70%
Consumer Discretionary
6.59%
Financials
16.18%
Real Estate
0.44%
Sensitive
48.52%
Communication Services
4.87%
Energy
2.40%
Industrials
17.51%
Information Technology
23.74%
Defensive
13.58%
Consumer Staples
3.87%
Health Care
5.94%
Utilities
3.76%
Not Classified
1.44%
Non Classified Equity
1.44%
As of June 30, 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