Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.29%
Stock 71.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 28.76%
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Market Capitalization

As of June 30, 2025
Large 23.17%
Mid 50.38%
Small 26.44%
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Region Exposure

% Developed Markets: 99.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.80%

Americas 99.20%
99.20%
Canada 15.13%
United States 84.07%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.80%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
92.58%
Communication Services
0.00%
Energy
92.58%
Industrials
0.00%
Information Technology
0.00%
Defensive
6.43%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
6.43%
Not Classified
0.99%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.99%
As of June 30, 2025
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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