Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.03%
Stock 98.51%
Bond 0.02%
Convertible 0.00%
Preferred 0.30%
Other 1.19%
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Market Capitalization

As of June 30, 2025
Large 84.72%
Mid 14.33%
Small 0.95%
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Region Exposure

% Developed Markets: 98.30%    % Emerging Markets: 0.05%    % Unidentified Markets: 1.66%

Americas -1.06%
-1.10%
United States -1.10%
0.03%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.99%
United Kingdom 14.25%
51.77%
Austria 0.21%
Belgium 0.83%
Denmark 2.30%
Finland 1.05%
France 10.04%
Germany 10.23%
Ireland 0.93%
Italy 2.95%
Netherlands 5.62%
Norway 0.63%
Portugal 0.15%
Spain 3.13%
Sweden 3.02%
Switzerland 9.89%
0.00%
0.97%
Israel 0.97%
Greater Asia 32.41%
Japan 21.78%
6.96%
Australia 6.68%
3.66%
Hong Kong 1.93%
Singapore 1.70%
0.02%
China 0.02%
Unidentified Region 1.66%

Stock Sector Exposure

Cyclical
40.56%
Materials
5.63%
Consumer Discretionary
9.60%
Financials
23.76%
Real Estate
1.58%
Sensitive
36.35%
Communication Services
5.45%
Energy
3.20%
Industrials
19.00%
Information Technology
8.70%
Defensive
22.71%
Consumer Staples
7.97%
Health Care
11.24%
Utilities
3.50%
Not Classified
0.38%
Non Classified Equity
0.33%
Not Classified - Non Equity
0.06%
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