Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.36%
Stock 97.34%
Bond 1.30%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 4.26%
Mid 8.86%
Small 86.89%
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Region Exposure

% Developed Markets: 98.59%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.41%

Americas 95.24%
93.87%
Canada 2.55%
United States 91.32%
1.37%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.09%
United Kingdom 0.01%
0.55%
Ireland 0.55%
0.00%
0.53%
Israel 0.53%
Greater Asia 2.25%
Japan 0.00%
0.00%
2.25%
Hong Kong 1.98%
Singapore 0.27%
0.00%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
17.43%
Materials
1.89%
Consumer Discretionary
7.81%
Financials
7.29%
Real Estate
0.44%
Sensitive
49.63%
Communication Services
1.31%
Energy
4.03%
Industrials
25.96%
Information Technology
18.33%
Defensive
29.65%
Consumer Staples
0.93%
Health Care
28.35%
Utilities
0.38%
Not Classified
0.58%
Non Classified Equity
0.58%
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