Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.98%
Stock 97.78%
Bond 0.58%
Convertible 0.00%
Preferred 0.04%
Other 0.62%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2025
Large 78.01%
Mid 18.49%
Small 3.50%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.43%    % Emerging Markets: 5.61%    % Unidentified Markets: 2.96%

Americas 6.43%
3.83%
Canada 1.77%
United States 2.05%
2.61%
Brazil 0.80%
Chile 0.28%
Mexico 0.42%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.45%
United Kingdom 19.01%
39.91%
Austria 0.23%
Belgium 0.35%
Denmark 1.93%
Finland 0.40%
France 8.21%
Germany 8.14%
Greece 0.03%
Ireland 2.22%
Italy 3.20%
Netherlands 3.87%
Norway 0.68%
Portugal 0.28%
Spain 1.58%
Sweden 2.07%
Switzerland 5.02%
0.00%
0.52%
Israel 0.39%
South Africa 0.14%
Greater Asia 31.16%
Japan 17.65%
1.44%
Australia 1.42%
8.78%
Hong Kong 3.35%
Singapore 2.51%
South Korea 0.71%
Taiwan 2.20%
3.30%
China 2.16%
India 1.00%
Indonesia 0.13%
Unidentified Region 2.96%

Stock Sector Exposure

Cyclical
34.22%
Materials
4.37%
Consumer Discretionary
10.52%
Financials
19.09%
Real Estate
0.25%
Sensitive
40.92%
Communication Services
5.32%
Energy
3.09%
Industrials
22.15%
Information Technology
10.36%
Defensive
21.78%
Consumer Staples
9.34%
Health Care
8.99%
Utilities
3.45%
Not Classified
3.08%
Non Classified Equity
1.70%
Not Classified - Non Equity
1.38%
As of June 30, 2025
View Region Exposure
Start Trial

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