Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.55%
Stock 97.84%
Bond 1.58%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of June 30, 2026
Large 60.32%
Mid 25.49%
Small 14.19%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.25%

Americas 86.58%
86.58%
Canada 59.59%
United States 26.99%
0.00%
Mexico 0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.41%
United Kingdom 3.92%
4.54%
Belgium 0.00%
Denmark 0.31%
France 0.01%
Germany 0.05%
Ireland 1.10%
Italy 0.70%
Netherlands 0.57%
Sweden 0.00%
Switzerland 1.79%
0.00%
0.95%
Israel 0.95%
Greater Asia 3.76%
Japan 0.00%
0.00%
Australia 0.00%
3.76%
Hong Kong 0.65%
Taiwan 3.11%
0.00%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
33.78%
Materials
7.17%
Consumer Discretionary
5.68%
Financials
20.17%
Real Estate
0.77%
Sensitive
51.60%
Communication Services
1.61%
Energy
5.18%
Industrials
19.55%
Information Technology
25.27%
Defensive
10.82%
Consumer Staples
4.38%
Health Care
3.15%
Utilities
3.29%
Not Classified
1.79%
Non Classified Equity
1.79%
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