Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.98%
Stock 93.55%
Bond 3.13%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
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Market Capitalization

As of June 30, 2026
Large 80.10%
Mid 16.34%
Small 3.55%
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Region Exposure

% Developed Markets: 96.88%    % Emerging Markets: 0.09%    % Unidentified Markets: 3.02%

Americas 18.55%
18.55%
Canada 13.72%
United States 4.83%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.66%
United Kingdom 14.58%
42.69%
Austria 0.48%
Belgium 1.58%
Denmark 0.68%
Finland 1.42%
France 7.11%
Germany 5.14%
Ireland 2.18%
Italy 2.45%
Netherlands 6.74%
Norway 0.87%
Portugal 0.42%
Spain 4.02%
Sweden 3.30%
Switzerland 6.30%
0.00%
0.39%
Israel 0.39%
Greater Asia 20.77%
Japan 15.85%
1.36%
Australia 1.27%
3.47%
Hong Kong 0.97%
Singapore 0.73%
Taiwan 1.77%
0.09%
China 0.09%
Unidentified Region 3.02%

Stock Sector Exposure

Cyclical
40.73%
Materials
7.54%
Consumer Discretionary
6.03%
Financials
26.15%
Real Estate
1.01%
Sensitive
41.26%
Communication Services
1.49%
Energy
4.28%
Industrials
21.51%
Information Technology
13.97%
Defensive
12.03%
Consumer Staples
3.50%
Health Care
6.52%
Utilities
2.02%
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