Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.74%
Stock 98.58%
Bond 0.49%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Market Capitalization

As of June 30, 2026
Large 83.14%
Mid 11.99%
Small 4.87%
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Region Exposure

% Developed Markets: 96.18%    % Emerging Markets: 2.96%    % Unidentified Markets: 0.86%

Americas 4.05%
4.05%
Canada 1.09%
United States 2.97%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 78.23%
United Kingdom 26.25%
51.58%
Belgium 1.60%
Denmark 2.13%
France 16.61%
Germany 13.60%
Greece 0.73%
Ireland 1.34%
Italy 4.15%
Netherlands 5.35%
Sweden 2.63%
Switzerland 3.45%
0.40%
0.00%
Greater Asia 16.86%
Japan 10.94%
0.00%
3.36%
Singapore 1.01%
South Korea 1.14%
Taiwan 1.21%
2.56%
China 2.19%
Indonesia 0.37%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
36.67%
Materials
3.61%
Consumer Discretionary
10.69%
Financials
21.49%
Real Estate
0.88%
Sensitive
38.29%
Communication Services
5.91%
Energy
0.00%
Industrials
21.46%
Information Technology
10.92%
Defensive
23.90%
Consumer Staples
8.32%
Health Care
12.22%
Utilities
3.36%
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