Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.97%
Stock 98.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 78.93%
Mid 15.92%
Small 5.15%
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Region Exposure

% Developed Markets: 96.79%    % Emerging Markets: 1.24%    % Unidentified Markets: 1.97%

Americas 52.81%
52.81%
Canada 0.89%
United States 51.92%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.89%
United Kingdom 6.92%
16.35%
Belgium 1.89%
France 3.29%
Germany 0.94%
Ireland 2.58%
Netherlands 1.45%
Switzerland 6.22%
0.51%
Czech Republic 0.51%
0.10%
South Africa 0.10%
Greater Asia 21.33%
Japan 8.97%
0.00%
11.73%
Hong Kong 2.65%
South Korea 5.40%
Taiwan 3.68%
0.63%
China 0.63%
Unidentified Region 1.97%

Stock Sector Exposure

Cyclical
29.30%
Materials
2.01%
Consumer Discretionary
5.01%
Financials
22.24%
Real Estate
0.04%
Sensitive
49.98%
Communication Services
10.69%
Energy
5.98%
Industrials
15.95%
Information Technology
17.37%
Defensive
19.40%
Consumer Staples
10.07%
Health Care
9.31%
Utilities
0.02%
Not Classified
1.31%
Non Classified Equity
1.31%
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