Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.19%
Stock 99.69%
Bond 0.14%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of June 30, 2025
Large 0.06%
Mid 0.52%
Small 99.42%
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Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.57%    % Unidentified Markets: 0.19%

Americas 97.26%
90.39%
Canada 0.26%
United States 90.14%
6.87%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.47%
United Kingdom 0.25%
2.21%
France 0.34%
Ireland 0.96%
Switzerland 0.13%
0.00%
0.01%
Israel 0.01%
Greater Asia 0.08%
Japan 0.00%
0.00%
0.00%
0.08%
China 0.08%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
52.44%
Materials
5.15%
Consumer Discretionary
13.03%
Financials
33.98%
Real Estate
0.28%
Sensitive
38.32%
Communication Services
5.09%
Energy
13.58%
Industrials
15.35%
Information Technology
4.31%
Defensive
8.91%
Consumer Staples
5.48%
Health Care
3.43%
Utilities
0.00%
Not Classified
0.33%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.32%
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