Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.49%
Stock 96.81%
Bond 1.66%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of June 30, 2026
Large 1.61%
Mid 4.41%
Small 93.97%
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Region Exposure

% Developed Markets: 97.99%    % Emerging Markets: 0.48%    % Unidentified Markets: 1.53%

Americas 92.70%
90.03%
Canada 0.87%
United States 89.15%
2.68%
Colombia 0.48%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.89%
United Kingdom 1.64%
2.24%
Ireland 0.98%
Italy 0.87%
Netherlands 0.14%
Spain 0.26%
0.00%
0.00%
Greater Asia 1.88%
Japan 0.68%
0.00%
1.21%
Hong Kong 1.21%
0.00%
Unidentified Region 1.53%

Stock Sector Exposure

Cyclical
34.91%
Materials
7.33%
Consumer Discretionary
11.65%
Financials
11.95%
Real Estate
3.97%
Sensitive
40.07%
Communication Services
0.00%
Energy
1.90%
Industrials
18.95%
Information Technology
19.23%
Defensive
19.49%
Consumer Staples
2.11%
Health Care
15.48%
Utilities
1.89%
Not Classified
2.39%
Non Classified Equity
2.39%
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