Asset Allocation

As of May 31, 2025.
Type % Net
Cash 2.77%
Stock 94.30%
Bond 2.73%
Convertible 0.00%
Preferred 0.00%
Other 0.20%
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Market Capitalization

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

% Developed Markets: 97.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.64%

Americas 1.97%
1.97%
Canada 1.97%
0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 95.38%
Japan 95.38%
0.00%
0.00%
0.00%
Unidentified Region 2.64%

Stock Sector Exposure

Cyclical
43.48%
Materials
0.00%
Consumer Discretionary
28.18%
Financials
15.30%
Real Estate
0.00%
Sensitive
39.55%
Communication Services
6.91%
Energy
0.00%
Industrials
18.69%
Information Technology
13.95%
Defensive
11.46%
Consumer Staples
5.91%
Health Care
5.54%
Utilities
0.00%
Not Classified
5.51%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.51%
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