Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.88%
Stock 93.05%
Bond 1.27%
Convertible 0.00%
Preferred 0.12%
Other 2.68%
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Market Capitalization

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

% Developed Markets: 99.42%    % Emerging Markets: 0.55%    % Unidentified Markets: 0.03%

Americas 90.73%
87.83%
Canada 80.72%
United States 7.10%
2.90%
Brazil 0.26%
Mexico 0.07%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.16%
United Kingdom 1.73%
4.34%
Austria 0.11%
Belgium 0.08%
Denmark 0.01%
Finland 0.19%
France 1.08%
Germany 0.74%
Ireland 0.19%
Italy 0.41%
Netherlands 0.37%
Norway 0.01%
Sweden 0.19%
Switzerland 0.94%
0.00%
0.09%
Israel 0.00%
South Africa 0.08%
United Arab Emirates 0.01%
Greater Asia 3.08%
Japan 2.20%
0.13%
Australia 0.12%
0.61%
Hong Kong 0.22%
Singapore 0.11%
South Korea 0.27%
Taiwan 0.01%
0.14%
China 0.03%
Indonesia 0.01%
Malaysia 0.00%
Thailand 0.10%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
48.81%
Materials
11.08%
Consumer Discretionary
2.23%
Financials
33.03%
Real Estate
2.48%
Sensitive
40.42%
Communication Services
4.75%
Energy
15.99%
Industrials
10.14%
Information Technology
9.54%
Defensive
9.32%
Consumer Staples
4.80%
Health Care
2.00%
Utilities
2.51%
Not Classified
1.45%
Non Classified Equity
0.03%
Not Classified - Non Equity
1.42%
As of June 30, 2025
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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