Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.93%
Stock 95.02%
Bond 0.29%
Convertible 0.00%
Preferred 3.46%
Other 0.30%
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Market Capitalization

As of June 30, 2026
Large 85.05%
Mid 13.27%
Small 1.68%
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Region Exposure

% Developed Markets: 88.62%    % Emerging Markets: 10.20%    % Unidentified Markets: 1.18%

Americas 14.38%
8.85%
Canada 3.03%
United States 5.81%
5.53%
Brazil 2.23%
Mexico 1.71%
Peru 1.16%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.87%
United Kingdom 15.58%
43.29%
Belgium 1.60%
Denmark 0.93%
France 8.42%
Germany 9.36%
Ireland 6.32%
Netherlands 3.31%
Spain 4.06%
Switzerland 8.27%
0.00%
0.00%
Greater Asia 25.57%
Japan 7.63%
0.00%
12.84%
Hong Kong 4.01%
South Korea 4.16%
Taiwan 4.68%
5.10%
China 2.34%
India 2.76%
Unidentified Region 1.18%

Stock Sector Exposure

Cyclical
42.03%
Materials
6.16%
Consumer Discretionary
7.96%
Financials
26.97%
Real Estate
0.94%
Sensitive
36.21%
Communication Services
4.63%
Energy
3.06%
Industrials
11.91%
Information Technology
16.61%
Defensive
19.47%
Consumer Staples
6.03%
Health Care
13.06%
Utilities
0.38%
Not Classified
1.65%
Non Classified Equity
1.65%
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