Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.01%
Stock 99.18%
Bond 0.21%
Convertible 0.00%
Preferred 0.00%
Other 0.59%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2025
Large 44.77%
Mid 25.69%
Small 29.54%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.87%    % Emerging Markets: 2.91%    % Unidentified Markets: 0.21%

Americas 80.69%
77.56%
Canada 0.95%
United States 76.61%
3.13%
Chile 0.03%
Mexico 2.86%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.17%
United Kingdom 3.58%
11.57%
Belgium 0.02%
Denmark 0.64%
France 1.78%
Germany 1.80%
Ireland 2.38%
Italy 0.22%
Netherlands 1.80%
Spain 0.10%
Sweden 0.21%
Switzerland 2.61%
0.03%
Turkey 0.03%
0.00%
Greater Asia 3.92%
Japan 3.87%
0.00%
0.04%
Hong Kong 0.03%
South Korea 0.02%
0.00%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
29.72%
Materials
4.12%
Consumer Discretionary
5.84%
Financials
19.43%
Real Estate
0.34%
Sensitive
39.86%
Communication Services
5.73%
Energy
5.10%
Industrials
22.04%
Information Technology
6.98%
Defensive
26.82%
Consumer Staples
17.58%
Health Care
5.72%
Utilities
3.53%
Not Classified
3.60%
Non Classified Equity
3.60%
Not Classified - Non Equity
0.00%
As of June 30, 2025
View Region Exposure
Start Trial

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