Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.88%
Stock 95.88%
Bond 0.31%
Convertible 0.00%
Preferred 2.34%
Other 0.59%
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Market Capitalization

As of June 30, 2026
Large 66.31%
Mid 23.79%
Small 9.90%
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Region Exposure

% Developed Markets: 92.12%    % Emerging Markets: 6.47%    % Unidentified Markets: 1.41%

Americas 54.95%
51.67%
Canada 1.96%
United States 49.71%
3.28%
Brazil 1.30%
Mexico 0.81%
Peru 0.51%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.18%
United Kingdom 7.24%
19.94%
Belgium 0.76%
Denmark 0.60%
France 2.24%
Germany 7.64%
Ireland 3.49%
Netherlands 1.83%
Spain 1.07%
Switzerland 2.31%
0.00%
0.00%
Greater Asia 16.46%
Japan 0.80%
0.00%
11.80%
Hong Kong 3.12%
South Korea 3.58%
Taiwan 5.10%
3.85%
China 1.05%
India 2.80%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
37.33%
Materials
5.43%
Consumer Discretionary
7.63%
Financials
23.24%
Real Estate
1.04%
Sensitive
38.40%
Communication Services
8.46%
Energy
2.78%
Industrials
11.29%
Information Technology
15.87%
Defensive
22.75%
Consumer Staples
2.00%
Health Care
20.11%
Utilities
0.64%
Not Classified
0.82%
Non Classified Equity
0.82%
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