Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.71%
Stock 87.48%
Bond 1.18%
Convertible 0.00%
Preferred 0.00%
Other 8.62%
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Market Capitalization

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

% Developed Markets: 89.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 10.18%

Americas 87.05%
86.59%
Canada 2.03%
United States 84.56%
0.46%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.42%
United Kingdom 0.89%
1.51%
Finland 0.01%
Ireland 1.31%
Switzerland 0.18%
0.00%
0.02%
Israel 0.02%
Greater Asia 0.35%
Japan 0.00%
0.00%
0.35%
Singapore 0.35%
0.00%
Unidentified Region 10.18%

Stock Sector Exposure

Cyclical
22.22%
Materials
4.21%
Consumer Discretionary
13.46%
Financials
4.55%
Real Estate
0.00%
Sensitive
53.62%
Communication Services
7.44%
Energy
5.45%
Industrials
14.89%
Information Technology
25.83%
Defensive
20.25%
Consumer Staples
5.61%
Health Care
11.50%
Utilities
3.14%
Not Classified
3.91%
Non Classified Equity
0.84%
Not Classified - Non Equity
3.07%
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