Asset Allocation

As of May 31, 2025.
Type % Net
Cash 1.51%
Stock 95.79%
Bond 2.62%
Convertible 0.00%
Preferred 0.08%
Other 0.00%
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Market Capitalization

As of May 31, 2025
Large 76.30%
Mid 13.42%
Small 10.28%
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Region Exposure

% Developed Markets: 95.89%    % Emerging Markets: 0.19%    % Unidentified Markets: 3.92%

Americas 88.06%
88.06%
Canada 0.15%
United States 87.91%
0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.67%
United Kingdom 1.07%
5.81%
Belgium 0.36%
Denmark 0.41%
Germany 0.07%
Ireland 2.96%
Netherlands 1.25%
Switzerland 0.76%
0.00%
0.79%
Israel 0.79%
Greater Asia 0.35%
Japan 0.32%
0.00%
0.03%
Singapore 0.03%
0.00%
Unidentified Region 3.92%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
93.98%
Consumer Staples
0.00%
Health Care
93.98%
Utilities
0.00%
Not Classified
6.02%
Non Classified Equity
0.92%
Not Classified - Non Equity
5.10%
As of May 31, 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