Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.36%
Stock 98.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of May 31, 2026
Large 62.95%
Mid 21.65%
Small 15.41%
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Region Exposure

% Developed Markets: 89.65%    % Emerging Markets: 10.27%    % Unidentified Markets: 0.08%

Americas 66.05%
61.24%
Canada 2.40%
United States 58.84%
4.81%
Brazil 3.20%
Peru 0.83%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.16%
United Kingdom 1.55%
11.09%
Denmark 0.64%
France 1.31%
Germany 0.40%
Ireland 3.48%
Italy 1.06%
Netherlands 1.11%
Sweden 1.59%
Switzerland 1.03%
0.52%
Poland 0.52%
Russia 0.00%
0.00%
Greater Asia 20.71%
Japan 4.81%
0.00%
10.96%
Singapore 1.40%
South Korea 2.45%
Taiwan 7.11%
4.94%
China 4.94%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
34.72%
Materials
5.08%
Consumer Discretionary
14.44%
Financials
13.84%
Real Estate
1.36%
Sensitive
52.79%
Communication Services
10.86%
Energy
3.74%
Industrials
8.84%
Information Technology
29.34%
Defensive
11.44%
Consumer Staples
1.73%
Health Care
9.71%
Utilities
0.00%
Not Classified
1.06%
Non Classified Equity
1.06%
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