Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.99%
Stock 99.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 84.77%
Mid 14.40%
Small 0.83%
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Region Exposure

% Developed Markets: 99.61%    % Emerging Markets: 0.31%    % Unidentified Markets: 0.09%

Americas 1.00%
0.69%
Canada 0.66%
United States 0.03%
0.31%
Mexico 0.31%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 98.68%
United Kingdom 23.16%
75.53%
Austria 1.17%
Belgium 1.70%
Denmark 2.32%
Finland 0.93%
France 14.76%
Germany 12.66%
Ireland 0.72%
Italy 5.99%
Netherlands 8.38%
Norway 0.75%
Portugal 0.57%
Spain 6.64%
Sweden 4.30%
Switzerland 14.42%
0.00%
0.00%
Greater Asia 0.23%
Japan 0.00%
0.00%
0.23%
Hong Kong 0.23%
0.00%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
35.28%
Materials
4.04%
Consumer Discretionary
5.28%
Financials
25.96%
Real Estate
0.00%
Sensitive
37.77%
Communication Services
3.79%
Energy
5.28%
Industrials
18.50%
Information Technology
10.20%
Defensive
26.94%
Consumer Staples
8.86%
Health Care
12.21%
Utilities
5.87%
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