Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.47%
Stock 98.80%
Bond 0.91%
Convertible 0.00%
Preferred 0.00%
Other -0.18%
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Market Capitalization

As of June 30, 2025
Large 0.00%
Mid 12.30%
Small 87.70%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.18%

Americas 59.30%
59.30%
Canada 9.56%
United States 49.74%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.12%
United Kingdom 6.91%
13.00%
France 0.76%
Germany 1.20%
Norway 1.88%
Spain 5.03%
Sweden 3.12%
0.00%
0.21%
Israel 0.21%
Greater Asia 20.76%
Japan 15.17%
1.77%
Australia 1.77%
3.82%
Hong Kong 2.17%
Singapore 1.66%
0.00%
Unidentified Region -0.18%

Stock Sector Exposure

Cyclical
35.85%
Materials
5.41%
Consumer Discretionary
11.25%
Financials
11.89%
Real Estate
7.30%
Sensitive
40.16%
Communication Services
2.81%
Energy
2.55%
Industrials
24.42%
Information Technology
10.38%
Defensive
23.99%
Consumer Staples
7.29%
Health Care
13.79%
Utilities
2.92%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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