Asset Allocation

As of June 30, 2025.
Type % Net
Cash 13.14%
Stock 63.92%
Bond 2.08%
Convertible 0.00%
Preferred 0.84%
Other 20.02%
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Market Capitalization

As of June 30, 2025
Large 52.45%
Mid 28.54%
Small 19.00%
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Region Exposure

% Developed Markets: 77.66%    % Emerging Markets: 0.00%    % Unidentified Markets: 22.34%

Americas 63.35%
63.35%
Canada 0.35%
United States 62.99%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.64%
United Kingdom 6.57%
6.06%
France 1.13%
Germany 1.32%
Ireland 1.51%
Netherlands 1.26%
Switzerland 0.86%
0.00%
0.00%
Greater Asia 1.68%
Japan 0.00%
0.00%
1.68%
South Korea 1.68%
0.00%
Unidentified Region 22.34%

Stock Sector Exposure

Cyclical
33.36%
Materials
3.88%
Consumer Discretionary
8.69%
Financials
17.56%
Real Estate
3.23%
Sensitive
36.32%
Communication Services
10.00%
Energy
5.37%
Industrials
11.31%
Information Technology
9.63%
Defensive
22.95%
Consumer Staples
5.77%
Health Care
14.29%
Utilities
2.88%
Not Classified
7.38%
Non Classified Equity
1.47%
Not Classified - Non Equity
5.91%
As of June 30, 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