Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.50%
Stock 98.06%
Bond 0.53%
Convertible 0.00%
Preferred 0.63%
Other -1.73%
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Market Capitalization

As of June 30, 2025
Large 80.38%
Mid 17.47%
Small 2.15%
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Region Exposure

% Developed Markets: 101.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.97%

Americas 2.27%
2.27%
United States 2.27%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.86%
United Kingdom 15.08%
51.39%
Austria 0.67%
Belgium 0.72%
Denmark 2.19%
Finland 2.14%
France 11.88%
Germany 9.34%
Ireland 0.26%
Italy 3.70%
Netherlands 3.76%
Norway 0.88%
Portugal 0.33%
Spain 2.99%
Sweden 2.38%
Switzerland 9.53%
0.00%
0.40%
Israel 0.40%
South Africa 0.00%
Greater Asia 31.83%
Japan 20.70%
7.76%
Australia 7.54%
3.38%
Hong Kong 1.77%
Singapore 1.60%
0.00%
Unidentified Region -0.97%

Stock Sector Exposure

Cyclical
39.78%
Materials
5.84%
Consumer Discretionary
8.59%
Financials
24.53%
Real Estate
0.82%
Sensitive
36.85%
Communication Services
6.02%
Energy
3.95%
Industrials
19.30%
Information Technology
7.58%
Defensive
21.73%
Consumer Staples
6.85%
Health Care
10.29%
Utilities
4.59%
Not Classified
1.64%
Non Classified Equity
0.40%
Not Classified - Non Equity
1.24%
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