Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.29%
Stock 97.71%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 87.88%
Mid 9.42%
Small 2.70%
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Region Exposure

% Developed Markets: 95.85%    % Emerging Markets: 4.13%    % Unidentified Markets: 0.02%

Americas 62.20%
61.22%
Canada -0.21%
United States 61.43%
0.98%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.21%
United Kingdom 9.24%
16.97%
Denmark 0.00%
Germany 1.93%
Ireland 6.77%
Italy 1.04%
Netherlands 3.69%
Spain 3.53%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 11.57%
Japan 3.39%
0.00%
5.04%
Taiwan 5.04%
3.15%
China 1.67%
India 1.48%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
29.61%
Materials
6.80%
Consumer Discretionary
9.30%
Financials
13.50%
Real Estate
0.00%
Sensitive
58.72%
Communication Services
9.31%
Energy
2.13%
Industrials
13.00%
Information Technology
34.29%
Defensive
11.67%
Consumer Staples
4.31%
Health Care
7.36%
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