Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.50%
Stock 96.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.55%
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Market Capitalization

As of May 31, 2026
Large 52.16%
Mid 30.88%
Small 16.96%
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Region Exposure

% Developed Markets: 98.44%    % Emerging Markets: 1.09%    % Unidentified Markets: 0.47%

Americas 37.97%
36.38%
United States 36.38%
1.59%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.57%
United Kingdom 9.91%
41.67%
Belgium 1.06%
Denmark 1.11%
Finland 1.47%
France 13.33%
Germany 1.35%
Ireland 7.65%
Italy 2.99%
Netherlands 3.71%
Portugal 1.17%
Spain 4.92%
Sweden 0.57%
Switzerland 2.33%
0.00%
0.00%
Greater Asia 9.99%
Japan 4.94%
0.72%
Australia 0.72%
3.23%
Hong Kong 1.11%
South Korea 2.13%
1.09%
India 1.09%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
37.98%
Materials
5.91%
Consumer Discretionary
4.07%
Financials
27.99%
Real Estate
0.00%
Sensitive
39.06%
Communication Services
4.01%
Energy
10.49%
Industrials
17.76%
Information Technology
6.81%
Defensive
22.96%
Consumer Staples
7.68%
Health Care
14.22%
Utilities
1.07%
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