Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.06%
Stock 97.79%
Bond 0.35%
Convertible 0.00%
Preferred 0.00%
Other -0.20%
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Market Capitalization

As of June 30, 2026
Large 87.82%
Mid 11.14%
Small 1.03%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.25%    % Unidentified Markets: 0.18%

Americas 4.54%
2.89%
Canada 1.16%
United States 1.73%
1.65%
Chile 0.25%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.39%
United Kingdom 17.60%
51.79%
Belgium 4.20%
Finland 0.58%
France 9.64%
Germany 7.09%
Ireland 1.52%
Italy 5.07%
Netherlands 5.14%
Norway 0.53%
Portugal 1.73%
Spain 6.34%
Sweden 0.88%
Switzerland 8.32%
0.00%
0.00%
Greater Asia 25.90%
Japan 23.08%
1.45%
Australia 1.45%
1.37%
Hong Kong 0.87%
Singapore 0.50%
0.00%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
40.11%
Materials
5.88%
Consumer Discretionary
7.98%
Financials
24.85%
Real Estate
1.40%
Sensitive
37.09%
Communication Services
3.66%
Energy
3.16%
Industrials
18.73%
Information Technology
11.53%
Defensive
20.42%
Consumer Staples
6.62%
Health Care
10.31%
Utilities
3.49%
Not Classified
0.00%
Non Classified Equity
0.00%
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