Asset Allocation

As of May 31, 2026.
Type % Net
Cash 0.78%
Stock 98.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.41%
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Market Capitalization

As of May 31, 2026
Large 74.71%
Mid 17.46%
Small 7.83%
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Region Exposure

% Developed Markets: 97.56%    % Emerging Markets: 2.03%    % Unidentified Markets: 0.41%

Americas 23.50%
23.50%
Canada 0.78%
United States 22.73%
0.00%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.70%
United Kingdom 16.34%
29.36%
Denmark 3.14%
Finland 8.28%
France 3.16%
Germany 1.89%
Ireland 2.02%
Switzerland 5.23%
0.00%
0.00%
Greater Asia 30.38%
Japan 13.30%
0.00%
15.05%
Hong Kong 4.82%
Singapore 2.06%
South Korea 5.24%
Taiwan 2.94%
2.03%
China 2.03%
Unidentified Region 0.41%

Stock Sector Exposure

Cyclical
41.59%
Materials
9.96%
Consumer Discretionary
10.38%
Financials
21.26%
Real Estate
0.00%
Sensitive
45.66%
Communication Services
6.64%
Energy
1.11%
Industrials
19.68%
Information Technology
18.23%
Defensive
12.75%
Consumer Staples
2.06%
Health Care
10.70%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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