Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.93%
Stock 95.42%
Bond 1.69%
Convertible 0.00%
Preferred 0.00%
Other 1.95%
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Market Capitalization

As of June 30, 2026
Large 70.52%
Mid 25.52%
Small 3.97%
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Region Exposure

% Developed Markets: 98.06%    % Emerging Markets: 1.03%    % Unidentified Markets: 0.91%

Americas 3.08%
3.08%
United States 3.08%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.42%
United Kingdom 20.81%
45.61%
Austria 1.62%
Belgium 1.90%
Denmark 3.70%
France 10.06%
Germany 2.25%
Greece 1.31%
Ireland 4.10%
Italy 3.52%
Netherlands 8.81%
Norway 1.32%
Spain 3.40%
Sweden 1.10%
Switzerland 2.52%
0.00%
Poland 0.00%
0.00%
Greater Asia 29.59%
Japan 20.97%
1.19%
Australia 1.19%
6.41%
Hong Kong 2.62%
South Korea 1.75%
Taiwan 2.04%
1.03%
China 1.03%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
40.32%
Materials
6.44%
Consumer Discretionary
9.26%
Financials
22.00%
Real Estate
2.62%
Sensitive
38.07%
Communication Services
5.87%
Energy
4.39%
Industrials
18.94%
Information Technology
8.87%
Defensive
19.12%
Consumer Staples
7.16%
Health Care
10.24%
Utilities
1.72%
Not Classified
0.00%
Non Classified Equity
0.00%
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