Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.62%
Stock 95.00%
Bond 1.95%
Convertible 0.00%
Preferred 0.00%
Other 1.42%
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Market Capitalization

As of May 31, 2026
Large 17.24%
Mid 17.46%
Small 65.30%
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Region Exposure

% Developed Markets: 95.41%    % Emerging Markets: 2.56%    % Unidentified Markets: 2.04%

Americas 63.93%
61.76%
Canada 2.48%
United States 59.28%
2.17%
Brazil 0.13%
Mexico 0.26%
Peru 0.07%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.38%
United Kingdom 6.97%
12.35%
Austria 0.41%
Belgium 0.13%
France 2.67%
Germany 0.34%
Greece 0.85%
Ireland 2.15%
Italy 0.49%
Netherlands 1.52%
Norway 0.49%
Portugal 0.12%
Spain 0.77%
Sweden 1.43%
Switzerland 0.90%
0.01%
Poland 0.01%
0.04%
Israel 0.04%
Greater Asia 14.65%
Japan 8.01%
0.24%
Australia 0.22%
5.05%
Hong Kong 0.62%
Singapore 0.67%
South Korea 2.05%
Taiwan 1.71%
1.35%
China 0.89%
India 0.34%
Indonesia 0.02%
Malaysia 0.04%
Philippines 0.06%
Unidentified Region 2.04%

Stock Sector Exposure

Cyclical
40.85%
Materials
5.61%
Consumer Discretionary
13.08%
Financials
20.27%
Real Estate
1.90%
Sensitive
36.30%
Communication Services
0.38%
Energy
5.95%
Industrials
17.13%
Information Technology
12.85%
Defensive
18.56%
Consumer Staples
7.74%
Health Care
9.47%
Utilities
1.34%
Not Classified
0.66%
Non Classified Equity
0.66%
As of May 31, 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