Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.49%
Stock 98.30%
Bond 0.87%
Convertible 0.00%
Preferred 0.17%
Other 1.15%
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Market Capitalization

As of June 30, 2025
Large 86.61%
Mid 12.30%
Small 1.09%
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Region Exposure

% Developed Markets: 98.26%    % Emerging Markets: 0.08%    % Unidentified Markets: 1.66%

Americas -0.16%
-0.21%
United States -0.21%
0.06%
Mexico 0.06%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.12%
United Kingdom 14.98%
49.34%
Austria 0.12%
Belgium 0.31%
Denmark 1.30%
Finland 0.49%
France 10.92%
Germany 11.40%
Ireland 0.85%
Italy 2.94%
Netherlands 5.25%
Norway 0.71%
Portugal 0.02%
Spain 1.90%
Sweden 2.50%
Switzerland 10.60%
0.00%
0.80%
Israel 0.80%
Greater Asia 33.38%
Japan 23.18%
6.49%
Australia 5.52%
3.68%
Hong Kong 2.05%
Singapore 1.62%
0.02%
China 0.02%
Unidentified Region 1.66%

Stock Sector Exposure

Cyclical
38.06%
Materials
4.97%
Consumer Discretionary
8.93%
Financials
23.45%
Real Estate
0.71%
Sensitive
40.23%
Communication Services
5.20%
Energy
3.10%
Industrials
19.67%
Information Technology
12.25%
Defensive
19.55%
Consumer Staples
4.32%
Health Care
12.01%
Utilities
3.22%
Not Classified
2.17%
Non Classified Equity
0.47%
Not Classified - Non Equity
1.69%
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