Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.39%
Stock 99.38%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of June 30, 2026
Large 57.70%
Mid 22.72%
Small 19.58%
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Region Exposure

% Developed Markets: 99.39%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.61%

Americas 93.72%
93.72%
Canada 0.03%
United States 93.69%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.40%
United Kingdom 0.52%
4.88%
Ireland 3.62%
Netherlands 1.06%
0.00%
0.00%
Greater Asia 0.28%
Japan 0.00%
0.28%
Australia 0.28%
0.00%
0.00%
Unidentified Region 0.61%

Stock Sector Exposure

Cyclical
31.77%
Materials
2.06%
Consumer Discretionary
9.57%
Financials
19.20%
Real Estate
0.94%
Sensitive
44.82%
Communication Services
3.71%
Energy
4.94%
Industrials
13.16%
Information Technology
23.01%
Defensive
23.39%
Consumer Staples
7.04%
Health Care
14.81%
Utilities
1.54%
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