Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.17%
Stock 95.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.50%
Other 0.64%
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Market Capitalization

As of June 30, 2026
Large 66.57%
Mid 18.69%
Small 14.74%
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Region Exposure

% Developed Markets: 91.04%    % Emerging Markets: 5.47%    % Unidentified Markets: 3.49%

Americas 4.67%
0.01%
United States 0.01%
4.66%
Brazil 2.47%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.95%
United Kingdom 25.33%
42.29%
Belgium 1.81%
France 16.33%
Germany 7.24%
Ireland 0.60%
Italy 2.20%
Netherlands 5.75%
Spain 6.43%
Switzerland 1.93%
0.33%
Russia 0.33%
0.00%
Greater Asia 23.90%
Japan 7.55%
0.00%
13.68%
Hong Kong 2.56%
Singapore 2.15%
South Korea 8.98%
2.67%
Indonesia 2.67%
Unidentified Region 3.49%

Stock Sector Exposure

Cyclical
49.46%
Materials
7.02%
Consumer Discretionary
12.28%
Financials
30.16%
Real Estate
0.00%
Sensitive
35.77%
Communication Services
5.42%
Energy
10.72%
Industrials
12.81%
Information Technology
6.83%
Defensive
14.76%
Consumer Staples
10.02%
Health Care
4.73%
Utilities
0.00%
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