Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.65%
Stock 93.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.62%
Other 3.98%
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Market Capitalization

As of June 30, 2025
Large 74.47%
Mid 23.12%
Small 2.41%
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Region Exposure

% Developed Markets: 84.85%    % Emerging Markets: 12.16%    % Unidentified Markets: 3.00%

Americas 12.61%
8.00%
Canada 4.45%
United States 3.55%
4.61%
Brazil 4.61%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.68%
United Kingdom 5.91%
45.77%
Finland 5.26%
France 7.68%
Germany 6.03%
Italy 0.61%
Netherlands 10.56%
Norway 2.22%
Spain 5.71%
Sweden 2.36%
Switzerland 4.68%
0.00%
0.00%
Greater Asia 32.71%
Japan 7.42%
0.53%
Australia 0.53%
17.21%
Hong Kong 4.91%
Singapore 2.45%
South Korea 7.19%
7.55%
China 4.65%
India 1.15%
Indonesia 1.75%
Unidentified Region 3.00%

Stock Sector Exposure

Cyclical
56.57%
Materials
7.86%
Consumer Discretionary
24.59%
Financials
22.36%
Real Estate
1.76%
Sensitive
35.23%
Communication Services
0.00%
Energy
4.99%
Industrials
11.03%
Information Technology
19.21%
Defensive
4.60%
Consumer Staples
1.54%
Health Care
3.05%
Utilities
0.00%
Not Classified
3.59%
Non Classified Equity
1.11%
Not Classified - Non Equity
2.48%
As of June 30, 2025
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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