Asset Allocation

As of June 30, 2026.
Type % Net
Cash 5.14%
Stock 91.08%
Bond 0.00%
Convertible 0.00%
Preferred 3.79%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 70.35%
Mid 23.80%
Small 5.85%
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Region Exposure

% Developed Markets: 85.76%    % Emerging Markets: 14.24%    % Unidentified Markets: 0.00%

Americas 18.39%
5.14%
Canada 5.14%
13.25%
Brazil 5.91%
Mexico 7.34%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.94%
United Kingdom 16.02%
42.86%
Austria 1.37%
France 14.88%
Germany 7.75%
Ireland 1.06%
Italy 2.54%
Netherlands 3.76%
Spain 1.32%
Sweden 1.42%
Switzerland 8.77%
0.00%
1.06%
Israel 1.06%
Greater Asia 21.67%
Japan 11.18%
0.00%
9.51%
Hong Kong 4.79%
Singapore 3.04%
South Korea 0.92%
Taiwan 0.76%
0.99%
China 0.99%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
31.61%
Materials
5.28%
Consumer Discretionary
16.72%
Financials
7.74%
Real Estate
1.88%
Sensitive
23.53%
Communication Services
6.13%
Energy
2.53%
Industrials
7.79%
Information Technology
7.07%
Defensive
44.86%
Consumer Staples
25.20%
Health Care
17.85%
Utilities
1.81%
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