Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.35%
Stock 97.80%
Bond 1.85%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 49.56%
Mid 33.99%
Small 16.46%
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Region Exposure

% Developed Markets: 98.03%    % Emerging Markets: 1.97%    % Unidentified Markets: 0.00%

Americas 61.92%
61.92%
Canada 41.24%
United States 20.68%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.93%
United Kingdom 6.23%
28.70%
Denmark 2.38%
France 5.85%
Germany 2.60%
Ireland 2.25%
Netherlands 5.77%
Norway 1.75%
Switzerland 8.10%
0.00%
0.00%
Greater Asia 3.15%
Japan 0.84%
2.30%
Australia 2.30%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
37.54%
Materials
7.63%
Consumer Discretionary
6.72%
Financials
21.44%
Real Estate
1.76%
Sensitive
31.40%
Communication Services
4.96%
Energy
7.21%
Industrials
14.70%
Information Technology
4.52%
Defensive
28.32%
Consumer Staples
13.05%
Health Care
13.53%
Utilities
1.74%
Not Classified
2.74%
Non Classified Equity
2.74%
As of June 30, 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