Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.11%
Stock 97.49%
Bond 0.05%
Convertible 0.00%
Preferred 0.33%
Other 1.03%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 79.39%    % Emerging Markets: 7.86%    % Unidentified Markets: 12.75%

Americas 10.53%
9.24%
Canada 7.99%
United States 1.24%
1.29%
Brazil 0.55%
Chile 0.09%
Colombia 0.02%
Mexico 0.37%
Peru 0.01%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.82%
United Kingdom 7.65%
28.63%
Austria 0.61%
Belgium 0.95%
Denmark 1.98%
Finland 1.36%
France 4.20%
Germany 3.97%
Greece 0.10%
Ireland 0.43%
Italy 2.70%
Netherlands 2.25%
Norway 0.54%
Portugal 0.15%
Spain 2.18%
Sweden 1.74%
Switzerland 4.86%
0.38%
Czech Republic 0.01%
Poland 0.22%
Turkey 0.11%
2.17%
Egypt 0.00%
Israel 0.95%
Qatar 0.09%
Saudi Arabia 0.39%
South Africa 0.45%
United Arab Emirates 0.19%
Greater Asia 37.90%
Japan 18.25%
4.89%
Australia 4.80%
9.20%
Hong Kong 1.86%
Singapore 0.80%
South Korea 2.79%
Taiwan 3.74%
5.57%
China 2.78%
India 2.18%
Indonesia 0.16%
Malaysia 0.22%
Philippines 0.07%
Thailand 0.16%
Unidentified Region 12.75%

Stock Sector Exposure

Cyclical
44.02%
Materials
12.82%
Consumer Discretionary
8.84%
Financials
20.06%
Real Estate
2.30%
Sensitive
32.22%
Communication Services
2.99%
Energy
6.70%
Industrials
14.88%
Information Technology
7.64%
Defensive
8.98%
Consumer Staples
3.95%
Health Care
3.17%
Utilities
1.86%
Not Classified
12.31%
Non Classified Equity
12.31%
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