Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.06%
Stock 98.12%
Bond 0.82%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 8.36%
Mid 29.60%
Small 62.03%
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Region Exposure

% Developed Markets: 99.09%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.91%

Americas 96.49%
94.39%
Canada 0.50%
United States 93.90%
2.10%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.60%
United Kingdom 0.00%
2.60%
Ireland 2.60%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
42.73%
Materials
5.68%
Consumer Discretionary
13.04%
Financials
16.81%
Real Estate
7.21%
Sensitive
39.49%
Communication Services
0.00%
Energy
0.00%
Industrials
23.18%
Information Technology
16.31%
Defensive
15.90%
Consumer Staples
3.41%
Health Care
7.71%
Utilities
4.78%
Not Classified
1.88%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.88%
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