Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.71%
Stock 98.90%
Bond 0.64%
Convertible 0.00%
Preferred 0.00%
Other -0.26%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2026
Large 91.75%
Mid 7.03%
Small 1.21%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.08%    % Emerging Markets: 7.60%    % Unidentified Markets: 0.32%

Americas 15.56%
14.37%
Canada 4.29%
United States 10.07%
1.19%
Mexico 1.19%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.36%
United Kingdom 5.72%
32.26%
Austria 1.38%
France 3.75%
Germany 3.58%
Ireland 3.37%
Italy 3.36%
Netherlands 7.29%
Spain 5.08%
Switzerland 4.44%
0.00%
6.38%
Israel 5.37%
United Arab Emirates 1.02%
Greater Asia 39.77%
Japan 17.22%
0.00%
16.13%
South Korea 9.13%
Taiwan 7.00%
6.41%
China 1.16%
India 5.25%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
30.77%
Materials
6.04%
Consumer Discretionary
4.16%
Financials
19.80%
Real Estate
0.77%
Sensitive
63.20%
Communication Services
1.19%
Energy
0.00%
Industrials
26.42%
Information Technology
35.59%
Defensive
4.83%
Consumer Staples
3.02%
Health Care
0.00%
Utilities
1.81%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
View Region Exposure
Start Trial

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