Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.61%
Stock 98.68%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.64%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.21%    % Emerging Markets: 0.98%    % Unidentified Markets: 0.81%

Americas 62.31%
61.77%
Canada 2.56%
United States 59.21%
0.54%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.12%
United Kingdom 7.66%
19.47%
Belgium 2.19%
Denmark 0.84%
France 1.58%
Germany 2.04%
Ireland 3.94%
Netherlands 4.11%
Portugal 0.20%
Spain 2.41%
Switzerland 2.16%
0.00%
0.00%
Greater Asia 9.75%
Japan 3.88%
0.51%
Australia 0.51%
4.39%
Hong Kong 1.89%
Singapore 0.33%
Taiwan 2.17%
0.98%
China 0.98%
Unidentified Region 0.81%

Stock Sector Exposure

Cyclical
34.13%
Materials
3.37%
Consumer Discretionary
10.66%
Financials
18.12%
Real Estate
1.97%
Sensitive
47.68%
Communication Services
8.83%
Energy
3.45%
Industrials
10.85%
Information Technology
24.56%
Defensive
17.57%
Consumer Staples
6.15%
Health Care
8.91%
Utilities
2.51%
Not Classified
0.63%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.63%
As of May 31, 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