Asset Allocation

As of May 31, 2026.
Type % Net
Cash 0.18%
Stock 99.15%
Bond 0.00%
Convertible 0.00%
Preferred 0.05%
Other 0.62%
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Market Capitalization

As of May 31, 2026
Large 80.19%
Mid 18.51%
Small 1.30%
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Region Exposure

% Developed Markets: 99.20%    % Emerging Markets: 0.15%    % Unidentified Markets: 0.65%

Americas 11.22%
11.12%
Canada 9.56%
United States 1.56%
0.09%
Mexico 0.09%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.83%
United Kingdom 10.88%
42.62%
Austria 0.17%
Belgium 0.97%
Denmark 0.94%
Finland 0.81%
France 7.74%
Germany 7.32%
Ireland 0.63%
Italy 2.39%
Netherlands 5.18%
Norway 0.96%
Portugal 0.16%
Spain 2.58%
Sweden 3.44%
Switzerland 9.23%
0.00%
1.33%
Israel 1.33%
Greater Asia 33.30%
Japan 22.84%
7.24%
Australia 7.00%
3.16%
Hong Kong 1.61%
Singapore 1.56%
0.06%
China 0.06%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
27.11%
Materials
6.41%
Consumer Discretionary
11.51%
Financials
8.87%
Real Estate
0.32%
Sensitive
44.45%
Communication Services
7.06%
Energy
3.94%
Industrials
22.90%
Information Technology
10.54%
Defensive
22.42%
Consumer Staples
8.17%
Health Care
11.77%
Utilities
2.49%
Not Classified
1.31%
Non Classified Equity
1.31%
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