Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.22%
Stock 97.60%
Bond 0.00%
Convertible 0.00%
Preferred 1.18%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 18.70%
Mid 47.35%
Small 33.95%
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Region Exposure

% Developed Markets: 97.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.75%

Americas 91.97%
89.55%
Canada 5.10%
United States 84.46%
2.42%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.78%
United Kingdom 0.00%
4.78%
France 1.29%
Netherlands 1.89%
0.00%
0.00%
Greater Asia 0.49%
Japan 0.00%
0.49%
Australia 0.49%
0.00%
0.00%
Unidentified Region 2.75%

Stock Sector Exposure

Cyclical
24.03%
Materials
1.63%
Consumer Discretionary
10.87%
Financials
9.22%
Real Estate
2.30%
Sensitive
54.56%
Communication Services
3.57%
Energy
0.00%
Industrials
23.60%
Information Technology
27.39%
Defensive
18.63%
Consumer Staples
1.76%
Health Care
13.73%
Utilities
3.14%
Not Classified
2.79%
Non Classified Equity
2.79%
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