Asset Allocation

As of June 30, 2023.
Type % Net
Cash 3.39%
Stock 96.15%
Bond 0.00%
Convertible 0.00%
Preferred 0.98%
Other -0.52%
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Market Capitalization

As of June 30, 2023
Large 8.75%
Mid 24.43%
Small 66.81%
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Region Exposure

% Developed Markets: 76.03%    % Emerging Markets: 24.40%    % Unidentified Markets: -0.43%

Americas 11.73%
4.38%
Canada 3.39%
United States 0.98%
7.36%
Brazil 2.21%
Mexico 5.15%
As of June 30, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.54%
United Kingdom 13.14%
33.37%
Belgium 2.54%
Finland 1.16%
France 2.49%
Germany 2.78%
Greece 0.86%
Italy 3.95%
Netherlands 2.74%
Norway 1.92%
Sweden 11.22%
Switzerland 3.70%
0.61%
Poland 0.61%
5.41%
Israel 2.22%
South Africa 1.52%
Greater Asia 36.16%
Japan 12.64%
7.84%
Australia 4.75%
3.30%
South Korea 0.66%
Taiwan 2.64%
12.38%
China 2.69%
India 8.71%
Indonesia 0.48%
Thailand 0.49%
Unidentified Region -0.43%

Stock Sector Exposure

Cyclical
25.16%
Materials
0.40%
Consumer Discretionary
10.84%
Financials
12.04%
Real Estate
1.88%
Sensitive
53.67%
Communication Services
2.24%
Energy
0.00%
Industrials
33.78%
Information Technology
17.65%
Defensive
21.07%
Consumer Staples
9.59%
Health Care
11.48%
Utilities
0.00%
Not Classified
0.09%
Non Classified Equity
0.09%
Not Classified - Non Equity
0.00%
As of June 30, 2023
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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