Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.65%
Stock 97.07%
Bond 0.38%
Convertible 0.00%
Preferred 0.00%
Other 0.90%
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Market Capitalization

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

% Developed Markets: 98.36%    % Emerging Markets: 0.27%    % Unidentified Markets: 1.38%

Americas 3.94%
2.55%
Canada 0.96%
United States 1.58%
1.39%
Chile 0.27%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.24%
United Kingdom 16.46%
50.78%
Belgium 4.13%
Finland 0.97%
France 10.00%
Germany 7.37%
Ireland 1.54%
Italy 4.15%
Netherlands 5.05%
Norway 0.58%
Portugal 1.64%
Spain 5.85%
Sweden 0.94%
Switzerland 7.83%
0.00%
0.00%
Greater Asia 27.45%
Japan 23.30%
1.48%
Australia 1.48%
2.67%
Hong Kong 1.93%
Singapore 0.75%
0.00%
Unidentified Region 1.38%

Stock Sector Exposure

Cyclical
40.03%
Materials
5.82%
Consumer Discretionary
8.11%
Financials
24.67%
Real Estate
1.43%
Sensitive
37.95%
Communication Services
3.90%
Energy
3.21%
Industrials
20.33%
Information Technology
10.50%
Defensive
19.98%
Consumer Staples
6.49%
Health Care
10.12%
Utilities
3.38%
Not Classified
0.02%
Non Classified Equity
0.02%
As of May 31, 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