Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.08%
Stock 89.69%
Bond 1.30%
Convertible 0.00%
Preferred 2.01%
Other 4.92%
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Market Capitalization

As of June 30, 2025
Large 67.12%
Mid 8.52%
Small 24.36%
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Region Exposure

% Developed Markets: 85.91%    % Emerging Markets: 7.11%    % Unidentified Markets: 6.99%

Americas 57.76%
52.88%
United States 52.88%
4.88%
Mexico 3.39%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.00%
United Kingdom 3.57%
22.43%
France 8.32%
Germany 2.01%
Ireland 5.34%
Switzerland 6.76%
0.00%
0.00%
Greater Asia 9.26%
Japan 4.59%
2.45%
Australia 2.45%
0.00%
2.22%
Thailand 2.22%
Unidentified Region 6.99%

Stock Sector Exposure

Cyclical
13.64%
Materials
5.52%
Consumer Discretionary
3.20%
Financials
4.92%
Real Estate
0.00%
Sensitive
36.74%
Communication Services
11.61%
Energy
2.73%
Industrials
10.35%
Information Technology
12.04%
Defensive
42.21%
Consumer Staples
22.31%
Health Care
15.19%
Utilities
4.72%
Not Classified
7.41%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.41%
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