Asset Allocation

As of June 30, 2026.
Type % Net
Cash 5.35%
Stock 89.60%
Bond 4.70%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of June 30, 2026
Large 65.43%
Mid 14.19%
Small 20.38%
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Region Exposure

% Developed Markets: 95.21%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.79%

Americas 77.58%
77.58%
United States 77.58%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.58%
United Kingdom 4.68%
6.90%
Germany 3.63%
Netherlands 3.27%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 6.06%
Japan 0.00%
0.00%
6.06%
South Korea 6.06%
0.00%
Unidentified Region 4.79%

Stock Sector Exposure

Cyclical
48.62%
Materials
9.14%
Consumer Discretionary
5.12%
Financials
34.36%
Real Estate
0.00%
Sensitive
24.36%
Communication Services
12.32%
Energy
2.15%
Industrials
3.79%
Information Technology
6.10%
Defensive
17.22%
Consumer Staples
2.50%
Health Care
14.72%
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