Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.96%
Stock 99.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 40.61%
Mid 46.62%
Small 12.77%
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Region Exposure

% Developed Markets: 89.45%    % Emerging Markets: 9.59%    % Unidentified Markets: 0.96%

Americas 70.82%
64.39%
Canada 8.27%
United States 56.13%
6.42%
Brazil 2.45%
Mexico 3.97%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.25%
United Kingdom 5.05%
12.20%
Denmark 1.70%
France 4.45%
Italy 1.24%
Spain 3.51%
Switzerland 1.30%
0.00%
0.00%
Greater Asia 10.97%
Japan 2.87%
2.72%
Australia 2.72%
2.21%
Hong Kong 2.21%
3.17%
China 3.17%
Unidentified Region 0.96%

Stock Sector Exposure

Cyclical
5.06%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
5.06%
Sensitive
49.68%
Communication Services
1.60%
Energy
9.23%
Industrials
38.85%
Information Technology
0.00%
Defensive
45.26%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
45.26%
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