Asset Allocation

As of May 31, 2025.
Type % Net
Cash -0.27%
Stock 98.80%
Bond 0.34%
Convertible 0.00%
Preferred 0.00%
Other 1.13%
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Market Capitalization

As of May 31, 2025
Large 25.83%
Mid 37.20%
Small 36.98%
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Region Exposure

% Developed Markets: 98.01%    % Emerging Markets: 0.19%    % Unidentified Markets: 1.79%

Americas 63.55%
63.26%
Canada 2.15%
United States 61.11%
0.29%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.34%
United Kingdom 4.08%
8.90%
Austria 0.05%
Belgium 0.97%
Finland 0.13%
France 1.72%
Germany 1.88%
Ireland 0.03%
Italy 0.01%
Netherlands 0.16%
Norway 0.06%
Spain 0.38%
Sweden 1.88%
Switzerland 1.44%
0.00%
0.36%
Israel 0.36%
Greater Asia 21.32%
Japan 9.54%
6.55%
Australia 6.33%
5.22%
Hong Kong 2.39%
Singapore 2.83%
0.00%
Unidentified Region 1.79%

Stock Sector Exposure

Cyclical
95.94%
Materials
0.00%
Consumer Discretionary
0.02%
Financials
0.00%
Real Estate
95.92%
Sensitive
0.32%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.32%
Defensive
0.20%
Consumer Staples
0.00%
Health Care
0.20%
Utilities
0.00%
Not Classified
3.54%
Non Classified Equity
2.84%
Not Classified - Non Equity
0.69%
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