Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.53%
Stock 98.36%
Bond 0.62%
Convertible 0.00%
Preferred 0.00%
Other 0.49%
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Market Capitalization

As of June 30, 2026
Large 83.70%
Mid 14.04%
Small 2.27%
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Region Exposure

% Developed Markets: 98.85%    % Emerging Markets: 0.14%    % Unidentified Markets: 1.01%

Americas 0.78%
0.64%
United States 0.64%
0.14%
Mexico 0.14%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.57%
United Kingdom 10.83%
55.70%
Austria 0.13%
Belgium 1.81%
Denmark 3.17%
Finland 1.27%
France 8.97%
Germany 8.60%
Ireland 0.63%
Italy 1.84%
Netherlands 8.36%
Norway 0.45%
Spain 2.43%
Sweden 2.30%
Switzerland 15.74%
0.00%
2.05%
Israel 2.05%
Greater Asia 29.64%
Japan 22.65%
4.51%
Australia 4.24%
2.48%
Hong Kong 2.17%
Singapore 0.31%
0.00%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
34.53%
Materials
1.55%
Consumer Discretionary
13.58%
Financials
19.27%
Real Estate
0.12%
Sensitive
38.66%
Communication Services
2.38%
Energy
0.68%
Industrials
15.06%
Information Technology
20.54%
Defensive
25.71%
Consumer Staples
6.27%
Health Care
19.13%
Utilities
0.30%
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