Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.71%
Stock 97.14%
Bond 0.86%
Convertible 0.00%
Preferred 0.54%
Other 0.75%
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Market Capitalization

As of June 30, 2026
Large 88.68%
Mid 10.64%
Small 0.68%
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Region Exposure

% Developed Markets: 85.52%    % Emerging Markets: 13.25%    % Unidentified Markets: 1.22%

Americas 10.68%
8.87%
Canada 7.72%
United States 1.15%
1.80%
Brazil 0.76%
Chile 0.14%
Colombia 0.09%
Mexico 0.67%
Peru 0.15%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.21%
United Kingdom 7.73%
29.26%
Austria 0.14%
Belgium 0.49%
Denmark 1.52%
Finland 0.86%
France 6.45%
Germany 2.53%
Greece 0.25%
Ireland 0.47%
Italy 1.03%
Netherlands 5.39%
Norway 0.49%
Portugal 0.14%
Spain 1.84%
Sweden 1.94%
Switzerland 5.26%
0.53%
Czech Republic 0.03%
Poland 0.35%
Turkey 0.11%
2.69%
Egypt 0.03%
Israel 0.15%
Qatar 0.10%
Saudi Arabia 0.60%
South Africa 1.34%
United Arab Emirates 0.33%
Greater Asia 47.89%
Japan 13.69%
3.23%
Australia 3.11%
22.02%
Hong Kong 2.40%
Singapore 0.39%
South Korea 7.27%
Taiwan 11.96%
8.94%
China 5.93%
India 2.28%
Indonesia 0.01%
Malaysia 0.42%
Philippines 0.03%
Thailand 0.26%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
37.57%
Materials
5.91%
Consumer Discretionary
7.67%
Financials
22.79%
Real Estate
1.20%
Sensitive
46.76%
Communication Services
5.41%
Energy
3.49%
Industrials
13.00%
Information Technology
24.85%
Defensive
14.19%
Consumer Staples
4.44%
Health Care
6.83%
Utilities
2.92%
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