Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.37%
Stock 98.20%
Bond 0.49%
Convertible 0.00%
Preferred 0.23%
Other 0.72%
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Market Capitalization

As of June 30, 2026
Large 85.53%
Mid 13.65%
Small 0.82%
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Region Exposure

% Developed Markets: 98.87%    % Emerging Markets: 0.09%    % Unidentified Markets: 1.05%

Americas 0.71%
0.65%
United States 0.65%
0.06%
Mexico 0.03%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.84%
United Kingdom 13.32%
50.39%
Austria 0.35%
Belgium 0.87%
Denmark 1.67%
Finland 1.20%
France 8.68%
Germany 8.58%
Ireland 0.64%
Italy 3.16%
Netherlands 7.37%
Norway 0.57%
Portugal 0.18%
Spain 3.76%
Sweden 2.99%
Switzerland 9.81%
0.01%
Czech Republic 0.01%
1.13%
Israel 1.13%
Greater Asia 33.40%
Japan 23.35%
6.58%
Australia 6.37%
3.44%
Hong Kong 1.80%
Singapore 1.62%
0.03%
China 0.03%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
40.28%
Materials
5.95%
Consumer Discretionary
8.03%
Financials
24.73%
Real Estate
1.57%
Sensitive
38.06%
Communication Services
3.75%
Energy
3.27%
Industrials
18.80%
Information Technology
12.24%
Defensive
20.77%
Consumer Staples
6.66%
Health Care
10.31%
Utilities
3.80%
Not Classified
0.06%
Non Classified Equity
0.06%
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