Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.51%
Stock 97.55%
Bond 0.87%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of June 30, 2026
Large 0.23%
Mid 0.22%
Small 99.55%
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Region Exposure

% Developed Markets: 97.02%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.98%

Americas 93.26%
93.26%
United States 93.26%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.76%
United Kingdom 2.29%
1.48%
Belgium 0.92%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.98%

Stock Sector Exposure

Cyclical
41.60%
Materials
14.30%
Consumer Discretionary
8.35%
Financials
18.95%
Real Estate
0.00%
Sensitive
41.46%
Communication Services
0.81%
Energy
4.94%
Industrials
22.85%
Information Technology
12.88%
Defensive
12.37%
Consumer Staples
5.29%
Health Care
6.58%
Utilities
0.51%
Not Classified
2.25%
Non Classified Equity
2.25%
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