Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.50%
Stock 96.38%
Bond 0.84%
Convertible 0.00%
Preferred 2.34%
Other -0.06%
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Market Capitalization

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

% Developed Markets: 91.06%    % Emerging Markets: 3.44%    % Unidentified Markets: 5.49%

Americas 81.00%
80.18%
Canada 53.88%
United States 26.30%
0.82%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.63%
United Kingdom 1.37%
4.73%
France 0.68%
Germany 2.50%
Italy 0.94%
Netherlands 0.84%
Switzerland -0.23%
0.00%
0.53%
Israel 0.53%
Greater Asia 6.88%
Japan 1.41%
0.00%
2.74%
Singapore 0.64%
Taiwan 2.09%
2.73%
China 2.73%
Unidentified Region 5.49%

Stock Sector Exposure

Cyclical
35.23%
Materials
11.61%
Consumer Discretionary
10.58%
Financials
12.96%
Real Estate
0.08%
Sensitive
47.13%
Communication Services
6.60%
Energy
7.73%
Industrials
14.76%
Information Technology
18.03%
Defensive
11.41%
Consumer Staples
10.21%
Health Care
1.13%
Utilities
0.07%
Not Classified
6.23%
Non Classified Equity
5.01%
Not Classified - Non Equity
1.22%
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