Asset Allocation

As of December 31, 2024.
Type % Net
Cash 0.52%
Stock 99.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2024
Large 50.76%
Mid 31.40%
Small 17.84%
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Region Exposure

% Developed Markets: 97.41%    % Emerging Markets: 2.26%    % Unidentified Markets: 0.33%

Americas 10.00%
7.62%
Canada 4.61%
United States 3.01%
2.39%
Brazil 0.79%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.33%
United Kingdom 10.63%
39.04%
Austria 0.46%
Belgium 0.01%
Denmark 1.81%
Finland 1.54%
France 9.95%
Germany 2.28%
Greece 2.08%
Ireland 3.41%
Italy 0.90%
Netherlands 10.32%
Norway 0.78%
Portugal 0.00%
Spain 0.97%
Sweden 0.61%
Switzerland 3.91%
0.00%
2.66%
Israel 2.26%
South Africa 0.40%
Greater Asia 37.34%
Japan 25.80%
4.07%
Australia 4.07%
7.46%
Hong Kong 0.85%
Singapore 3.50%
South Korea 1.48%
Taiwan 1.63%
0.00%
China 0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
34.51%
Materials
5.99%
Consumer Discretionary
12.17%
Financials
16.33%
Real Estate
0.02%
Sensitive
42.74%
Communication Services
3.99%
Energy
9.13%
Industrials
15.40%
Information Technology
14.23%
Defensive
22.39%
Consumer Staples
8.21%
Health Care
13.26%
Utilities
0.92%
Not Classified
0.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.36%
As of July 31, 2024
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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