Asset Allocation

As of June 30, 2026.
Type % Net
Cash -0.13%
Stock 99.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.70%
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Market Capitalization

As of June 30, 2026
Large 75.70%
Mid 16.97%
Small 7.33%
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Region Exposure

% Developed Markets: 94.77%    % Emerging Markets: 4.53%    % Unidentified Markets: 0.70%

Americas 63.24%
61.92%
Canada 0.57%
United States 61.34%
1.32%
Brazil 1.32%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.97%
United Kingdom 6.59%
12.38%
Belgium 2.23%
Denmark 1.98%
France 2.53%
Germany 2.14%
Ireland 1.82%
Norway 0.92%
Switzerland 0.77%
0.00%
0.00%
Greater Asia 17.09%
Japan 3.02%
0.00%
12.07%
Hong Kong 1.26%
South Korea 4.95%
Taiwan 5.86%
2.00%
China 2.00%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
34.44%
Materials
3.05%
Consumer Discretionary
11.60%
Financials
17.86%
Real Estate
1.93%
Sensitive
49.70%
Communication Services
5.67%
Energy
2.90%
Industrials
8.80%
Information Technology
32.33%
Defensive
15.86%
Consumer Staples
6.01%
Health Care
9.85%
Utilities
0.00%
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