Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.92%
Stock 95.89%
Bond 3.54%
Convertible 0.00%
Preferred 0.00%
Other -0.35%
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Market Capitalization

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

% Developed Markets: 95.63%    % Emerging Markets: 4.04%    % Unidentified Markets: 0.33%

Americas 68.35%
67.15%
Canada 51.31%
United States 15.84%
1.20%
Brazil 1.20%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.04%
United Kingdom 15.38%
10.66%
France 4.34%
Germany 2.39%
Netherlands 1.93%
Switzerland 2.01%
0.00%
0.00%
Greater Asia 5.28%
Japan 0.61%
0.00%
1.83%
South Korea 1.83%
2.84%
China 2.84%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
18.50%
Materials
6.68%
Consumer Discretionary
6.23%
Financials
5.19%
Real Estate
0.41%
Sensitive
18.43%
Communication Services
7.78%
Energy
1.50%
Industrials
2.32%
Information Technology
6.83%
Defensive
56.66%
Consumer Staples
42.17%
Health Care
6.14%
Utilities
8.35%
Not Classified
6.40%
Non Classified Equity
4.74%
Not Classified - Non Equity
1.66%
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