Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.81%
Stock 97.61%
Bond 0.25%
Convertible 0.00%
Preferred 0.73%
Other -0.40%
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Market Capitalization

As of June 30, 2026
Large 52.94%
Mid 21.81%
Small 25.24%
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Region Exposure

% Developed Markets: 92.74%    % Emerging Markets: 7.24%    % Unidentified Markets: 0.02%

Americas 2.56%
1.46%
Canada 0.36%
United States 1.09%
1.10%
Brazil 1.10%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.15%
United Kingdom 11.99%
54.15%
Austria 1.13%
Belgium 2.32%
Denmark 2.30%
France 12.40%
Germany 9.14%
Ireland 4.75%
Netherlands 11.44%
Spain 1.48%
Switzerland 9.19%
0.00%
0.00%
Greater Asia 31.28%
Japan 12.47%
3.73%
Australia 3.73%
8.93%
Hong Kong 6.05%
Singapore 1.18%
South Korea 1.70%
6.14%
China 4.93%
Kazakhstan 1.21%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
44.65%
Materials
7.69%
Consumer Discretionary
23.26%
Financials
13.71%
Real Estate
0.00%
Sensitive
33.40%
Communication Services
0.00%
Energy
0.00%
Industrials
25.57%
Information Technology
7.83%
Defensive
18.77%
Consumer Staples
9.37%
Health Care
7.31%
Utilities
2.08%
Not Classified
1.20%
Non Classified Equity
1.20%
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