Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.09%
Stock 98.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of May 31, 2026
Large 70.25%
Mid 26.39%
Small 3.36%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.11%    % Emerging Markets: 2.00%    % Unidentified Markets: -0.11%

Americas 74.53%
72.53%
Canada 5.52%
United States 67.01%
2.00%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.36%
United Kingdom 8.57%
14.79%
France 4.63%
Ireland 3.17%
Italy 1.26%
Netherlands 1.99%
Sweden 3.74%
0.00%
0.00%
Greater Asia 2.22%
Japan 1.16%
0.00%
1.07%
Taiwan 1.07%
0.00%
Unidentified Region -0.11%

Stock Sector Exposure

Cyclical
33.19%
Materials
1.81%
Consumer Discretionary
13.66%
Financials
17.72%
Real Estate
0.00%
Sensitive
58.21%
Communication Services
9.25%
Energy
0.00%
Industrials
16.86%
Information Technology
32.10%
Defensive
8.60%
Consumer Staples
2.26%
Health Care
5.08%
Utilities
1.27%
Not Classified
0.00%
Non Classified Equity
0.00%
As of May 31, 2026
View Region Exposure
Start Trial

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