Asset Allocation

As of May 31, 2025.
Type % Net
Cash 1.44%
Stock 96.14%
Bond 1.14%
Convertible 0.00%
Preferred 1.27%
Other 0.00%
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Market Capitalization

As of May 31, 2025
Large 85.06%
Mid 11.27%
Small 3.66%
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Region Exposure

% Developed Markets: 93.84%    % Emerging Markets: 2.40%    % Unidentified Markets: 3.76%

Americas 78.01%
76.05%
Canada 3.61%
United States 72.44%
1.96%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.28%
United Kingdom 1.30%
7.92%
Germany 2.65%
Netherlands 3.24%
0.00%
1.06%
Israel 1.06%
Greater Asia 7.95%
Japan 2.57%
1.57%
Australia 0.72%
3.37%
Hong Kong 1.03%
South Korea 0.45%
Taiwan 1.89%
0.44%
China 0.44%
India 0.00%
Unidentified Region 3.76%

Stock Sector Exposure

Cyclical
11.52%
Materials
0.00%
Consumer Discretionary
6.79%
Financials
4.73%
Real Estate
0.00%
Sensitive
83.65%
Communication Services
10.49%
Energy
0.00%
Industrials
4.04%
Information Technology
69.12%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.83%
Non Classified Equity
2.29%
Not Classified - Non Equity
2.54%
As of May 31, 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