Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.28%
Stock 99.35%
Bond 0.03%
Convertible 0.00%
Preferred 0.35%
Other -0.02%
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Market Capitalization

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

% Developed Markets: 99.56%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.44%

Americas 93.27%
91.32%
Canada 4.76%
United States 86.56%
1.95%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.28%
United Kingdom 0.97%
5.31%
Belgium 0.00%
France 0.78%
Ireland 2.29%
Portugal 0.71%
Spain 0.97%
Switzerland 0.56%
0.00%
0.00%
Greater Asia 0.01%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 0.44%

Stock Sector Exposure

Cyclical
44.46%
Materials
5.83%
Consumer Discretionary
12.13%
Financials
19.69%
Real Estate
6.82%
Sensitive
37.07%
Communication Services
2.53%
Energy
6.56%
Industrials
20.41%
Information Technology
7.57%
Defensive
17.80%
Consumer Staples
4.57%
Health Care
6.51%
Utilities
6.72%
Not Classified
0.66%
Non Classified Equity
0.35%
Not Classified - Non Equity
0.31%
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