Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.78%
Stock 96.73%
Bond 1.49%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 77.94%
Mid 13.80%
Small 8.26%
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Region Exposure

% Developed Markets: 93.60%    % Emerging Markets: 4.78%    % Unidentified Markets: 1.62%

Americas 57.99%
54.85%
Canada 1.28%
United States 53.57%
3.15%
Chile 0.41%
Mexico 0.78%
Peru 1.33%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.92%
United Kingdom 7.62%
11.31%
Austria 1.02%
Finland 0.56%
France 0.86%
Germany 2.21%
Italy 0.75%
Netherlands 1.61%
Spain 0.91%
Sweden 0.63%
Switzerland 1.80%
0.00%
0.00%
Greater Asia 21.46%
Japan 10.83%
0.97%
Australia 0.97%
7.40%
Hong Kong 0.68%
Singapore 2.36%
South Korea 0.34%
Taiwan 4.02%
2.26%
China 1.22%
India 0.81%
Unidentified Region 1.62%

Stock Sector Exposure

Cyclical
27.21%
Materials
4.14%
Consumer Discretionary
8.75%
Financials
12.28%
Real Estate
2.04%
Sensitive
54.99%
Communication Services
6.14%
Energy
4.72%
Industrials
10.67%
Information Technology
33.46%
Defensive
13.95%
Consumer Staples
6.46%
Health Care
7.49%
Utilities
0.00%
Not Classified
0.72%
Non Classified Equity
0.72%
As of June 30, 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