Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.31%
Stock 97.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.35%
Other 0.91%
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Market Capitalization

As of May 31, 2026
Large 50.42%
Mid 25.91%
Small 23.67%
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Region Exposure

% Developed Markets: 99.10%    % Emerging Markets: 0.18%    % Unidentified Markets: 0.72%

Americas 13.84%
13.63%
Canada 11.65%
United States 1.97%
0.22%
Mexico 0.07%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.86%
United Kingdom 10.33%
41.91%
Austria 0.75%
Belgium 1.13%
Denmark 1.96%
Finland 1.65%
France 6.52%
Germany 7.25%
Greece 0.01%
Ireland 0.80%
Italy 3.38%
Netherlands 3.83%
Norway 0.71%
Portugal 0.34%
Spain 2.99%
Sweden 2.65%
Switzerland 7.52%
0.00%
1.62%
Israel 1.62%
United Arab Emirates 0.00%
Greater Asia 31.58%
Japan 22.76%
5.97%
Australia 5.74%
2.77%
Hong Kong 1.46%
Singapore 1.26%
Taiwan 0.03%
0.08%
China 0.06%
Malaysia 0.01%
Thailand 0.00%
Unidentified Region 0.72%

Stock Sector Exposure

Cyclical
42.37%
Materials
10.98%
Consumer Discretionary
9.21%
Financials
20.57%
Real Estate
1.61%
Sensitive
36.60%
Communication Services
4.19%
Energy
6.43%
Industrials
18.05%
Information Technology
7.94%
Defensive
14.90%
Consumer Staples
5.40%
Health Care
6.14%
Utilities
3.36%
Not Classified
0.73%
Non Classified Equity
0.73%
As of May 31, 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