Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.70%
Stock 96.48%
Bond 1.16%
Convertible 0.00%
Preferred 0.05%
Other 0.61%
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Market Capitalization

As of June 30, 2025
Large 83.18%
Mid 14.95%
Small 1.86%
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Region Exposure

% Developed Markets: 95.73%    % Emerging Markets: 0.94%    % Unidentified Markets: 3.34%

Americas 3.16%
2.85%
Canada 1.55%
United States 1.29%
0.32%
Brazil 0.32%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.15%
United Kingdom 14.12%
51.53%
Austria 0.30%
Belgium 0.91%
Denmark 2.26%
Finland 1.24%
France 12.28%
Germany 10.57%
Ireland 2.17%
Italy 1.83%
Netherlands 6.68%
Norway 0.86%
Spain 2.93%
Sweden 1.93%
Switzerland 6.75%
0.15%
0.35%
Israel 0.34%
South Africa 0.01%
Greater Asia 27.35%
Japan 17.69%
2.91%
Australia 2.89%
6.28%
Hong Kong 2.87%
Singapore 1.09%
South Korea 0.70%
Taiwan 1.54%
0.46%
China 0.41%
Indonesia 0.05%
Unidentified Region 3.34%

Stock Sector Exposure

Cyclical
36.40%
Materials
5.67%
Consumer Discretionary
11.40%
Financials
18.65%
Real Estate
0.68%
Sensitive
36.94%
Communication Services
2.60%
Energy
3.51%
Industrials
17.25%
Information Technology
13.58%
Defensive
22.83%
Consumer Staples
7.73%
Health Care
12.58%
Utilities
2.53%
Not Classified
3.83%
Non Classified Equity
1.09%
Not Classified - Non Equity
2.73%
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