Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.78%
Stock 97.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.58%
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Market Capitalization

As of June 30, 2025
Large 46.63%
Mid 41.62%
Small 11.75%
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Region Exposure

% Developed Markets: 95.55%    % Emerging Markets: 3.87%    % Unidentified Markets: 0.58%

Americas 57.96%
54.50%
Canada 13.98%
United States 40.52%
3.46%
Chile 0.32%
Mexico 3.14%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.47%
United Kingdom 6.73%
26.74%
Belgium 1.31%
France 5.57%
Germany 0.80%
Italy 6.41%
Netherlands 3.81%
Portugal 0.27%
Spain 7.61%
Switzerland 0.96%
0.00%
0.00%
Greater Asia 7.99%
Japan 0.00%
5.96%
Australia 4.30%
2.03%
Hong Kong 1.51%
South Korea 0.51%
0.00%
Unidentified Region 0.58%

Stock Sector Exposure

Cyclical
5.69%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.97%
Real Estate
4.72%
Sensitive
32.34%
Communication Services
3.31%
Energy
7.21%
Industrials
21.82%
Information Technology
0.00%
Defensive
61.55%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
61.55%
Not Classified
0.42%
Non Classified Equity
0.42%
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