Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.09%
Stock 96.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.51%
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Market Capitalization

As of June 30, 2026
Large 0.00%
Mid 4.80%
Small 95.20%
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Region Exposure

% Developed Markets: 96.49%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.51%

Americas 84.67%
84.15%
Canada 3.14%
United States 81.01%
0.52%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.82%
United Kingdom 11.00%
0.82%
Belgium 0.66%
Ireland 0.16%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.51%

Stock Sector Exposure

Cyclical
48.62%
Materials
11.82%
Consumer Discretionary
7.81%
Financials
26.59%
Real Estate
2.40%
Sensitive
40.03%
Communication Services
0.00%
Energy
8.88%
Industrials
20.88%
Information Technology
10.27%
Defensive
7.75%
Consumer Staples
0.16%
Health Care
5.46%
Utilities
2.13%
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