Asset Allocation

As of June 30, 2025.
Type % Net
Cash 6.99%
Stock 74.73%
Bond 2.40%
Convertible 0.00%
Preferred 0.00%
Other 15.88%
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Market Capitalization

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

% Developed Markets: 77.28%    % Emerging Markets: 0.01%    % Unidentified Markets: 22.71%

Americas 74.99%
74.41%
Canada 2.47%
United States 71.94%
0.58%
Peru 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.21%
United Kingdom 0.80%
1.39%
Ireland 0.92%
Netherlands 0.01%
Switzerland 0.41%
0.00%
0.02%
Israel 0.02%
Greater Asia 0.09%
Japan 0.00%
0.00%
0.09%
Singapore 0.09%
0.00%
India 0.00%
Unidentified Region 22.71%

Stock Sector Exposure

Cyclical
26.66%
Materials
4.74%
Consumer Discretionary
11.92%
Financials
9.54%
Real Estate
0.45%
Sensitive
44.68%
Communication Services
8.17%
Energy
3.95%
Industrials
11.91%
Information Technology
20.65%
Defensive
20.75%
Consumer Staples
6.50%
Health Care
11.94%
Utilities
2.31%
Not Classified
7.91%
Non Classified Equity
0.92%
Not Classified - Non Equity
6.99%
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