Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.54%
Stock 98.64%
Bond 0.08%
Convertible 0.00%
Preferred 0.33%
Other 0.41%
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Market Capitalization

As of June 30, 2026
Large 88.43%
Mid 8.74%
Small 2.83%
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Region Exposure

% Developed Markets: 99.30%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.70%

Americas 8.56%
8.56%
Canada 2.09%
United States 6.46%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.27%
United Kingdom 15.98%
54.29%
Austria 1.95%
Belgium 1.77%
Finland 0.82%
France 10.60%
Germany 2.03%
Ireland 2.74%
Italy 0.34%
Netherlands 15.79%
Norway 0.15%
Sweden 9.46%
Switzerland 8.65%
0.00%
0.00%
Greater Asia 20.47%
Japan 15.27%
0.00%
Australia 0.00%
5.20%
Singapore 0.00%
Taiwan 5.20%
0.00%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
24.79%
Materials
11.27%
Consumer Discretionary
6.26%
Financials
7.26%
Real Estate
0.00%
Sensitive
70.42%
Communication Services
0.00%
Energy
0.00%
Industrials
42.29%
Information Technology
28.13%
Defensive
3.84%
Consumer Staples
0.91%
Health Care
2.93%
Utilities
0.00%
Not Classified
0.33%
Non Classified Equity
0.33%
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