Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.01%
Stock 98.37%
Bond 1.49%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of June 30, 2025
Large 28.96%
Mid 23.16%
Small 47.88%
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Region Exposure

% Developed Markets: 98.47%    % Emerging Markets: 1.39%    % Unidentified Markets: 0.14%

Americas 84.29%
82.39%
Canada 0.49%
United States 81.90%
1.91%
Mexico 1.39%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.94%
United Kingdom 4.17%
3.78%
France 1.48%
Ireland 0.26%
Italy 0.90%
Switzerland 1.15%
0.00%
0.00%
Greater Asia 7.62%
Japan 7.62%
0.00%
0.00%
0.00%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
35.88%
Materials
7.49%
Consumer Discretionary
11.39%
Financials
15.16%
Real Estate
1.83%
Sensitive
43.49%
Communication Services
27.62%
Energy
1.22%
Industrials
14.65%
Information Technology
0.00%
Defensive
10.13%
Consumer Staples
3.79%
Health Care
0.99%
Utilities
5.35%
Not Classified
10.50%
Non Classified Equity
10.50%
Not Classified - Non Equity
0.00%
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