Asset Allocation

As of May 31, 2026.
Type % Net
Cash 0.22%
Stock 97.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.49%
Other 1.85%
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Market Capitalization

As of May 31, 2026
Large 54.89%
Mid 26.32%
Small 18.79%
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Region Exposure

% Developed Markets: 98.27%    % Emerging Markets: 0.11%    % Unidentified Markets: 1.62%

Americas 0.32%
0.00%
0.32%
Mexico 0.05%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.55%
United Kingdom 8.30%
57.16%
Austria 1.05%
Belgium 1.82%
Denmark 4.14%
Finland 2.11%
France 8.23%
Germany 8.42%
Ireland 2.20%
Italy 3.87%
Netherlands 5.47%
Norway 2.01%
Portugal 1.03%
Spain 3.97%
Sweden 3.91%
Switzerland 8.46%
0.00%
2.08%
Israel 2.08%
Greater Asia 30.52%
Japan 12.75%
9.64%
Australia 8.61%
8.13%
Hong Kong 3.53%
Singapore 4.53%
0.00%
Unidentified Region 1.62%

Stock Sector Exposure

Cyclical
38.71%
Materials
9.04%
Consumer Discretionary
10.44%
Financials
12.23%
Real Estate
7.01%
Sensitive
35.69%
Communication Services
8.86%
Energy
5.91%
Industrials
11.32%
Information Technology
9.60%
Defensive
25.60%
Consumer Staples
9.44%
Health Care
9.04%
Utilities
7.12%
Not Classified
0.01%
Non Classified Equity
0.01%
As of May 31, 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