Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.72%
Stock 97.34%
Bond 0.00%
Convertible 0.00%
Preferred 0.94%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 17.74%
Mid 49.16%
Small 33.09%
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Region Exposure

% Developed Markets: 97.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.47%

Americas 91.97%
89.57%
Canada 4.98%
United States 84.58%
2.41%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.06%
United Kingdom 0.00%
5.06%
France 1.36%
Netherlands 1.99%
0.00%
0.00%
Greater Asia 0.49%
Japan 0.00%
0.49%
Australia 0.49%
0.00%
0.00%
Unidentified Region 2.47%

Stock Sector Exposure

Cyclical
24.19%
Materials
1.69%
Consumer Discretionary
10.84%
Financials
9.37%
Real Estate
2.28%
Sensitive
54.72%
Communication Services
3.73%
Energy
0.00%
Industrials
23.66%
Information Technology
27.33%
Defensive
18.58%
Consumer Staples
1.80%
Health Care
13.39%
Utilities
3.39%
Not Classified
2.52%
Non Classified Equity
2.52%
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