Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.04%
Stock 98.42%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other 1.46%
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Market Capitalization

As of June 30, 2026
Large 11.80%
Mid 26.42%
Small 61.79%
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Region Exposure

% Developed Markets: 96.87%    % Emerging Markets: 1.48%    % Unidentified Markets: 1.65%

Americas 3.88%
2.40%
Canada 2.31%
United States 0.09%
1.48%
Brazil 0.77%
Mexico 0.70%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.31%
United Kingdom 11.46%
30.85%
Belgium 4.13%
Finland 1.22%
France 7.66%
Germany 7.23%
Greece 0.52%
Ireland 4.08%
Italy 0.11%
Netherlands 0.56%
Spain 1.53%
Sweden 3.83%
0.00%
0.00%
Greater Asia 52.17%
Japan 19.63%
17.85%
Australia 16.68%
14.69%
Hong Kong 5.62%
Singapore 9.07%
0.00%
Unidentified Region 1.65%

Stock Sector Exposure

Cyclical
95.17%
Materials
0.00%
Consumer Discretionary
4.83%
Financials
0.00%
Real Estate
90.34%
Sensitive
2.43%
Communication Services
0.81%
Energy
0.00%
Industrials
1.24%
Information Technology
0.38%
Defensive
2.10%
Consumer Staples
0.00%
Health Care
2.10%
Utilities
0.00%
Not Classified
0.13%
Non Classified Equity
0.13%
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