Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 95.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.36%
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Market Capitalization

As of June 30, 2025
Large 48.65%
Mid 21.62%
Small 29.73%
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Region Exposure

% Developed Markets: 91.16%    % Emerging Markets: 4.48%    % Unidentified Markets: 4.36%

Americas 61.69%
60.11%
Canada 15.13%
United States 44.98%
1.59%
Mexico 1.59%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.25%
United Kingdom 0.00%
22.25%
Germany 6.37%
Ireland 3.47%
Netherlands 4.11%
Spain 1.31%
Sweden 4.12%
Switzerland 2.87%
0.00%
0.00%
Greater Asia 11.69%
Japan 6.00%
0.00%
2.80%
Hong Kong 2.80%
2.89%
China 2.89%
Unidentified Region 4.36%

Stock Sector Exposure

Cyclical
34.88%
Materials
7.18%
Consumer Discretionary
19.59%
Financials
4.81%
Real Estate
3.29%
Sensitive
47.02%
Communication Services
3.71%
Energy
1.97%
Industrials
22.01%
Information Technology
19.33%
Defensive
14.71%
Consumer Staples
0.00%
Health Care
13.64%
Utilities
1.07%
Not Classified
3.39%
Non Classified Equity
3.39%
Not Classified - Non Equity
0.00%
As of June 30, 2025
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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