Asset Allocation

As of May 31, 2026.
Type % Net
Cash 2.07%
Stock 97.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of May 31, 2026
Large 64.14%
Mid 20.50%
Small 15.35%
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Region Exposure

% Developed Markets: 89.74%    % Emerging Markets: 10.14%    % Unidentified Markets: 0.12%

Americas 66.88%
62.12%
Canada 4.47%
United States 57.66%
4.76%
Brazil 3.15%
Peru 0.82%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.75%
United Kingdom 1.43%
10.80%
Denmark 0.62%
France 1.26%
Germany 0.40%
Ireland 3.44%
Italy 0.89%
Netherlands 1.10%
Sweden 1.59%
Switzerland 0.99%
0.52%
Poland 0.52%
0.00%
Greater Asia 20.25%
Japan 4.68%
0.00%
10.70%
Singapore 1.46%
South Korea 2.44%
Taiwan 6.80%
4.87%
China 4.87%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
33.51%
Materials
5.06%
Consumer Discretionary
14.08%
Financials
12.99%
Real Estate
1.38%
Sensitive
53.39%
Communication Services
10.78%
Energy
3.79%
Industrials
9.43%
Information Technology
29.39%
Defensive
12.10%
Consumer Staples
2.78%
Health Care
9.32%
Utilities
0.00%
Not Classified
1.00%
Non Classified Equity
1.00%
As of May 31, 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