Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.87%
Stock 98.07%
Bond 0.97%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of June 30, 2026
Large 82.17%
Mid 12.10%
Small 5.73%
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Region Exposure

% Developed Markets: 97.15%    % Emerging Markets: 1.84%    % Unidentified Markets: 1.01%

Americas 58.18%
57.48%
Canada 3.69%
United States 53.79%
0.70%
Brazil 0.49%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.04%
United Kingdom 10.21%
13.95%
Belgium 0.95%
Denmark 0.14%
France 2.16%
Germany 3.13%
Ireland 1.23%
Italy 1.68%
Netherlands 2.31%
Norway 0.34%
Sweden 0.07%
Switzerland 1.93%
0.61%
0.27%
South Africa 0.19%
Greater Asia 15.77%
Japan 3.78%
0.00%
11.84%
Hong Kong 0.34%
South Korea 5.57%
Taiwan 5.92%
0.16%
India 0.16%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
24.09%
Materials
2.26%
Consumer Discretionary
7.18%
Financials
13.56%
Real Estate
1.09%
Sensitive
51.34%
Communication Services
7.50%
Energy
3.68%
Industrials
11.41%
Information Technology
28.75%
Defensive
22.39%
Consumer Staples
7.39%
Health Care
11.83%
Utilities
3.17%
Not Classified
0.35%
Non Classified Equity
0.35%
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