Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.17%
Stock 100.4%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.54%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.9%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.94%

Americas 96.26%
95.28%
Canada 0.99%
United States 94.29%
0.98%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.37%
United Kingdom 0.00%
3.21%
Ireland 1.11%
Netherlands 1.23%
0.00%
0.16%
Israel 0.16%
Greater Asia 1.31%
Japan 0.00%
0.00%
1.31%
Singapore 0.34%
Taiwan 0.97%
0.00%
Unidentified Region -0.94%

Stock Sector Exposure

Cyclical
22.14%
Materials
0.57%
Consumer Discretionary
12.77%
Financials
7.99%
Real Estate
0.82%
Sensitive
63.78%
Communication Services
10.28%
Energy
0.95%
Industrials
10.95%
Information Technology
41.61%
Defensive
12.37%
Consumer Staples
0.46%
Health Care
11.46%
Utilities
0.45%
Not Classified
1.70%
Non Classified Equity
1.70%
Not Classified - Non Equity
0.00%
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