Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.74%
Stock 97.84%
Bond 0.09%
Convertible 0.00%
Preferred 1.13%
Other 0.20%
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Market Capitalization

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

% Developed Markets: 92.62%    % Emerging Markets: 6.94%    % Unidentified Markets: 0.43%

Americas 31.42%
31.26%
Canada 6.84%
United States 24.43%
0.16%
Brazil 0.16%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.63%
United Kingdom 9.68%
33.95%
Belgium 0.00%
Denmark 2.15%
France 7.56%
Germany 5.37%
Ireland 1.34%
Netherlands 9.64%
Spain 2.81%
Switzerland 5.08%
0.00%
0.00%
Greater Asia 24.51%
Japan 8.38%
0.96%
Australia 0.96%
8.39%
Hong Kong 4.77%
Singapore 1.44%
South Korea 2.17%
6.78%
China 4.99%
Kazakhstan 0.62%
Thailand 1.17%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
42.29%
Materials
7.11%
Consumer Discretionary
23.15%
Financials
12.03%
Real Estate
0.00%
Sensitive
38.43%
Communication Services
2.06%
Energy
0.00%
Industrials
24.67%
Information Technology
11.70%
Defensive
17.76%
Consumer Staples
6.09%
Health Care
10.06%
Utilities
1.61%
Not Classified
1.52%
Non Classified Equity
0.69%
Not Classified - Non Equity
0.83%
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