Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.53%
Stock 89.01%
Bond 4.11%
Convertible 0.00%
Preferred 0.25%
Other 6.10%
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Market Capitalization

As of June 30, 2026
Large 57.54%
Mid 10.15%
Small 32.31%
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Region Exposure

% Developed Markets: 82.84%    % Emerging Markets: 5.73%    % Unidentified Markets: 11.43%

Americas 67.69%
66.27%
Canada 0.18%
United States 66.10%
1.42%
Brazil 0.48%
Colombia 0.04%
Mexico 0.21%
Peru 0.04%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.23%
United Kingdom 1.33%
4.55%
Austria 0.01%
Belgium 0.06%
Denmark 0.18%
Finland 0.07%
France 0.75%
Germany 0.55%
Greece 0.07%
Ireland 0.66%
Italy 0.21%
Netherlands 0.55%
Norway 0.05%
Portugal 0.03%
Spain 0.18%
Sweden 0.17%
Switzerland 0.74%
0.23%
Poland 0.13%
Turkey 0.05%
1.13%
Israel 0.12%
Qatar 0.09%
Saudi Arabia 0.34%
South Africa 0.37%
United Arab Emirates 0.15%
Greater Asia 13.65%
Japan 1.83%
0.46%
Australia 0.46%
7.50%
Hong Kong 0.42%
Singapore 0.30%
South Korea 3.14%
Taiwan 3.64%
3.86%
China 2.02%
India 1.41%
Indonesia 0.07%
Malaysia 0.10%
Philippines 0.06%
Thailand 0.20%
Unidentified Region 11.43%

Stock Sector Exposure

Cyclical
26.44%
Materials
2.55%
Consumer Discretionary
7.91%
Financials
13.91%
Real Estate
2.07%
Sensitive
49.24%
Communication Services
6.22%
Energy
3.67%
Industrials
11.64%
Information Technology
27.72%
Defensive
14.01%
Consumer Staples
2.64%
Health Care
9.26%
Utilities
2.12%
Not Classified
0.23%
Non Classified Equity
0.23%
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