Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.50%
Stock 98.76%
Bond 0.38%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of June 30, 2026
Large 82.99%
Mid 12.37%
Small 4.64%
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Region Exposure

% Developed Markets: 82.93%    % Emerging Markets: 16.27%    % Unidentified Markets: 0.81%

Americas 4.99%
2.84%
Canada 0.62%
United States 2.22%
2.14%
Brazil 0.73%
Chile 0.11%
Colombia 0.08%
Mexico 0.53%
Peru 0.45%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.47%
United Kingdom 17.07%
33.08%
Belgium 1.03%
Denmark 1.39%
France 10.63%
Germany 8.81%
Ireland 0.88%
Italy 2.76%
Netherlands 3.50%
Sweden 1.84%
Switzerland 2.24%
1.08%
Poland 0.46%
Turkey 0.34%
1.24%
Qatar 0.09%
Saudi Arabia 0.36%
South Africa 0.61%
United Arab Emirates 0.17%
Greater Asia 41.74%
Japan 7.19%
0.00%
22.33%
Hong Kong 0.54%
Singapore 0.67%
South Korea 9.57%
Taiwan 11.56%
12.21%
China 6.91%
India 4.28%
Indonesia 0.23%
Malaysia 0.36%
Thailand 0.44%
Unidentified Region 0.81%

Stock Sector Exposure

Cyclical
34.74%
Materials
6.22%
Consumer Discretionary
9.05%
Financials
18.46%
Real Estate
1.01%
Sensitive
47.09%
Communication Services
4.24%
Energy
1.89%
Industrials
16.58%
Information Technology
24.39%
Defensive
17.27%
Consumer Staples
5.91%
Health Care
8.97%
Utilities
2.38%
Not Classified
0.00%
Non Classified Equity
0.00%
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