Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.52%
Stock 97.42%
Bond 1.11%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of May 31, 2026
Large 87.06%
Mid 10.73%
Small 2.21%
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Region Exposure

% Developed Markets: 96.86%    % Emerging Markets: 1.75%    % Unidentified Markets: 1.39%

Americas 1.20%
1.20%
United States 1.20%
0.00%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 78.54%
United Kingdom 24.04%
54.50%
Belgium 2.23%
Denmark 0.89%
France 17.78%
Germany 3.20%
Netherlands 5.84%
Spain 5.05%
Sweden 3.38%
Switzerland 16.13%
0.00%
0.00%
Greater Asia 18.87%
Japan 9.85%
0.00%
7.27%
Hong Kong 2.99%
Singapore 3.04%
Taiwan 1.24%
1.75%
India 1.75%
Unidentified Region 1.39%

Stock Sector Exposure

Cyclical
35.42%
Materials
1.87%
Consumer Discretionary
13.00%
Financials
20.55%
Real Estate
0.00%
Sensitive
35.78%
Communication Services
0.00%
Energy
0.00%
Industrials
16.34%
Information Technology
19.44%
Defensive
26.17%
Consumer Staples
9.62%
Health Care
13.56%
Utilities
2.98%
Not Classified
0.01%
Non Classified Equity
0.01%
As of May 31, 2026
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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