Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.52%
Stock 95.06%
Bond 3.42%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 64.82%
Mid 20.26%
Small 14.91%
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Region Exposure

% Developed Markets: 99.29%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.71%

Americas 87.79%
87.79%
Canada 63.91%
United States 23.88%
0.00%
Mexico 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.80%
United Kingdom 2.53%
4.53%
Belgium 0.71%
Denmark 0.72%
France 1.51%
Ireland 1.01%
Netherlands 0.58%
Sweden 0.00%
Switzerland 0.00%
0.00%
0.74%
Israel 0.74%
Greater Asia 3.71%
Japan 0.00%
0.77%
Australia 0.77%
2.94%
Hong Kong 0.90%
Taiwan 2.04%
0.00%
Unidentified Region 0.71%

Stock Sector Exposure

Cyclical
41.07%
Materials
9.96%
Consumer Discretionary
5.42%
Financials
24.52%
Real Estate
1.16%
Sensitive
43.19%
Communication Services
0.56%
Energy
7.85%
Industrials
18.91%
Information Technology
15.87%
Defensive
10.85%
Consumer Staples
7.22%
Health Care
3.64%
Utilities
0.00%
Not Classified
4.89%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.89%
As of June 30, 2025
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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