Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.52%
Stock 98.10%
Bond 0.36%
Convertible 0.00%
Preferred 0.01%
Other 0.02%
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Market Capitalization

As of June 30, 2026
Large 61.14%
Mid 29.63%
Small 9.22%
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Region Exposure

% Developed Markets: 94.54%    % Emerging Markets: 3.92%    % Unidentified Markets: 1.54%

Americas 2.39%
2.38%
Canada 2.02%
United States 0.37%
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 61.86%
United Kingdom 13.01%
48.83%
Austria 4.45%
Belgium 2.72%
Denmark 2.85%
Finland 0.01%
France 9.77%
Germany 13.77%
Greece 0.92%
Ireland 3.37%
Italy 4.22%
Netherlands 1.15%
Norway 0.01%
Portugal 0.00%
Spain 3.63%
Sweden 0.03%
Switzerland 1.92%
0.01%
Czech Republic 0.00%
Poland 0.01%
0.02%
Israel 0.02%
Greater Asia 34.22%
Japan 24.96%
0.07%
Australia 0.07%
5.27%
Hong Kong 0.97%
Singapore 0.02%
South Korea 1.07%
Taiwan 3.21%
3.91%
China 3.44%
Indonesia 0.47%
Thailand 0.00%
Unidentified Region 1.54%

Stock Sector Exposure

Cyclical
32.79%
Materials
3.80%
Consumer Discretionary
9.80%
Financials
19.16%
Real Estate
0.03%
Sensitive
43.10%
Communication Services
11.78%
Energy
0.06%
Industrials
11.05%
Information Technology
20.21%
Defensive
23.39%
Consumer Staples
5.54%
Health Care
8.85%
Utilities
9.00%
Not Classified
0.01%
Non Classified Equity
0.01%
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