Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.29%
Stock 96.84%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 2.80%
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Market Capitalization

As of June 30, 2025
Large 69.99%
Mid 26.07%
Small 3.93%
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Region Exposure

% Developed Markets: 95.33%    % Emerging Markets: 1.79%    % Unidentified Markets: 2.88%

Americas 10.89%
10.35%
Canada 6.77%
United States 3.57%
0.54%
Brazil 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.12%
United Kingdom 15.79%
49.33%
Austria 3.05%
Denmark 0.00%
France 4.27%
Germany 8.08%
Ireland 4.31%
Italy 2.17%
Netherlands 6.37%
Norway 2.07%
Portugal 0.81%
Spain 5.97%
Sweden 0.00%
Switzerland 10.61%
0.00%
0.00%
South Africa 0.00%
Greater Asia 21.11%
Japan 18.35%
1.47%
Australia 1.47%
0.04%
Hong Kong 0.04%
Taiwan 0.00%
1.25%
China 1.25%
Unidentified Region 2.88%

Stock Sector Exposure

Cyclical
37.72%
Materials
1.62%
Consumer Discretionary
12.18%
Financials
23.92%
Real Estate
0.00%
Sensitive
39.06%
Communication Services
1.99%
Energy
3.90%
Industrials
17.52%
Information Technology
15.65%
Defensive
22.12%
Consumer Staples
6.36%
Health Care
12.71%
Utilities
3.04%
Not Classified
1.10%
Non Classified Equity
0.97%
Not Classified - Non Equity
0.13%
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