Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.19%
Stock 77.32%
Bond 0.12%
Convertible 0.00%
Preferred 0.05%
Other 21.32%
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Market Capitalization

As of May 31, 2026
Large 80.45%
Mid 18.94%
Small 0.61%
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Region Exposure

% Developed Markets: 72.86%    % Emerging Markets: 5.82%    % Unidentified Markets: 21.32%

Americas 4.87%
3.08%
Canada 1.76%
United States 1.32%
1.79%
Brazil 1.76%
Mexico 0.01%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.36%
United Kingdom 13.16%
25.94%
Austria 0.06%
Belgium 0.31%
Denmark 0.35%
Finland 1.75%
France 3.00%
Germany 2.96%
Ireland 2.44%
Italy 3.71%
Netherlands 3.57%
Norway 1.78%
Portugal 0.03%
Spain 1.22%
Sweden 1.26%
Switzerland 3.37%
0.01%
Czech Republic 0.00%
1.24%
Israel 1.24%
Greater Asia 33.46%
Japan 12.54%
3.62%
Australia 3.58%
13.31%
Hong Kong 0.38%
Singapore 1.21%
South Korea 3.99%
Taiwan 7.73%
3.99%
China 2.95%
India 1.05%
Unidentified Region 21.32%

Stock Sector Exposure

Cyclical
25.32%
Materials
4.70%
Consumer Discretionary
3.94%
Financials
16.38%
Real Estate
0.30%
Sensitive
43.44%
Communication Services
3.99%
Energy
4.89%
Industrials
15.40%
Information Technology
19.16%
Defensive
9.67%
Consumer Staples
2.58%
Health Care
6.39%
Utilities
0.70%
Not Classified
0.04%
Non Classified Equity
0.04%
As of May 31, 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