Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.03%
Stock 92.59%
Bond 4.92%
Convertible 0.00%
Preferred 0.00%
Other 2.46%
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Market Capitalization

As of June 30, 2026
Large 80.67%
Mid 9.78%
Small 9.56%
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Region Exposure

% Developed Markets: 97.80%    % Emerging Markets: 2.20%    % Unidentified Markets: 0.00%

Americas 81.14%
76.48%
Canada 56.22%
United States 20.25%
4.66%
Brazil 2.19%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.29%
United Kingdom 3.00%
6.29%
France 1.25%
Ireland 1.58%
Switzerland 3.46%
0.00%
0.00%
Greater Asia 9.58%
Japan 0.35%
0.00%
9.22%
Singapore 0.85%
South Korea 3.53%
Taiwan 4.84%
0.00%
India 0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
40.78%
Materials
10.89%
Consumer Discretionary
6.59%
Financials
22.77%
Real Estate
0.53%
Sensitive
47.76%
Communication Services
3.17%
Energy
12.35%
Industrials
13.10%
Information Technology
19.14%
Defensive
8.70%
Consumer Staples
5.16%
Health Care
1.24%
Utilities
2.30%
Not Classified
2.77%
Non Classified Equity
2.77%
As of June 30, 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