Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.58%
Stock 96.27%
Bond 2.15%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2025
Large 81.06%
Mid 12.79%
Small 6.15%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.82%    % Emerging Markets: 5.69%    % Unidentified Markets: 0.49%

Americas 9.32%
6.64%
Canada 2.70%
United States 3.94%
2.68%
Brazil 0.92%
Mexico 1.02%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.47%
United Kingdom 13.63%
40.09%
Belgium 0.75%
Denmark 1.19%
France 11.16%
Germany 8.38%
Ireland 3.44%
Italy 2.88%
Netherlands 4.35%
Norway 0.00%
Spain 0.62%
Sweden 3.95%
Switzerland 3.38%
0.00%
Turkey 0.00%
0.75%
Israel 0.75%
Greater Asia 35.71%
Japan 17.69%
2.85%
Australia 2.85%
12.16%
Hong Kong 3.85%
Singapore 2.37%
South Korea 1.41%
Taiwan 4.53%
3.01%
China 0.48%
India 2.52%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
41.06%
Materials
3.85%
Consumer Discretionary
12.62%
Financials
24.60%
Real Estate
0.00%
Sensitive
41.35%
Communication Services
3.91%
Energy
2.95%
Industrials
18.45%
Information Technology
16.04%
Defensive
14.50%
Consumer Staples
4.33%
Health Care
10.17%
Utilities
0.00%
Not Classified
3.09%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.09%
As of June 30, 2025
View Region Exposure
Start Trial

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