Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.28%
Stock 99.60%
Bond 0.16%
Convertible 0.00%
Preferred 0.15%
Other -1.18%
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Market Capitalization

As of June 30, 2026
Large 83.87%
Mid 14.04%
Small 2.09%
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Region Exposure

% Developed Markets: 96.23%    % Emerging Markets: 5.13%    % Unidentified Markets: -1.36%

Americas 61.25%
61.00%
Canada 3.04%
United States 57.96%
0.25%
Brazil 0.15%
Peru 0.11%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.60%
United Kingdom 4.70%
13.40%
Belgium 0.08%
Denmark -0.02%
Finland 0.79%
France 1.63%
Germany 0.40%
Ireland 2.27%
Italy 1.05%
Netherlands 3.10%
Norway 0.52%
Portugal 0.36%
Spain 1.84%
Sweden 0.46%
Switzerland 0.92%
0.00%
1.51%
Saudi Arabia 0.54%
South Africa 0.52%
United Arab Emirates 0.45%
Greater Asia 20.51%
Japan 5.00%
-0.09%
Australia -0.09%
11.78%
Hong Kong 1.05%
Singapore 1.06%
South Korea 3.15%
Taiwan 6.52%
3.82%
China 3.77%
India 0.05%
Unidentified Region -1.36%

Stock Sector Exposure

Cyclical
29.50%
Materials
4.68%
Consumer Discretionary
7.26%
Financials
16.01%
Real Estate
1.56%
Sensitive
56.28%
Communication Services
9.47%
Energy
3.12%
Industrials
12.74%
Information Technology
30.96%
Defensive
12.96%
Consumer Staples
2.92%
Health Care
7.05%
Utilities
2.99%
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