Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.00%
Stock 98.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.33%
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Market Capitalization

As of June 30, 2026
Large 57.64%
Mid 30.72%
Small 11.64%
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Region Exposure

% Developed Markets: 91.40%    % Emerging Markets: 7.27%    % Unidentified Markets: 1.33%

Americas 10.20%
8.98%
Canada 4.60%
United States 4.39%
1.22%
Brazil 1.22%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.40%
United Kingdom 13.65%
37.78%
Austria 0.00%
Belgium 0.34%
Denmark 0.04%
Finland 0.90%
France 8.16%
Germany 3.34%
Greece 2.19%
Ireland 3.40%
Italy 3.87%
Netherlands 6.49%
Norway 2.67%
Portugal 0.00%
Spain 4.32%
Sweden 0.01%
Switzerland 2.06%
1.16%
Poland 1.16%
2.80%
Israel 1.24%
South Africa 1.04%
United Arab Emirates 0.53%
Greater Asia 33.06%
Japan 21.72%
2.88%
Australia 2.88%
6.10%
Hong Kong 4.07%
Singapore 1.56%
South Korea 0.46%
2.36%
China 1.78%
Kazakhstan 0.59%
Unidentified Region 1.33%

Stock Sector Exposure

Cyclical
51.27%
Materials
6.88%
Consumer Discretionary
4.78%
Financials
36.59%
Real Estate
3.03%
Sensitive
25.02%
Communication Services
1.27%
Energy
11.49%
Industrials
7.07%
Information Technology
5.19%
Defensive
22.07%
Consumer Staples
12.41%
Health Care
6.80%
Utilities
2.87%
Not Classified
0.59%
Non Classified Equity
0.59%
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