Asset Allocation

As of June 30, 2025.
Type % Net
Cash 6.76%
Stock 69.02%
Bond 0.87%
Convertible 0.00%
Preferred 0.00%
Other 23.35%
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Market Capitalization

As of June 30, 2025
Large 48.83%
Mid 30.86%
Small 20.30%
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Region Exposure

% Developed Markets: 75.50%    % Emerging Markets: 0.00%    % Unidentified Markets: 24.50%

Americas 73.04%
73.03%
Canada 0.06%
United States 72.97%
0.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.39%
United Kingdom 0.45%
1.95%
Ireland 1.46%
Netherlands 0.02%
Switzerland 0.48%
0.00%
0.00%
Greater Asia 0.06%
Japan 0.00%
0.00%
0.06%
Singapore 0.06%
0.00%
Unidentified Region 24.50%

Stock Sector Exposure

Cyclical
27.59%
Materials
3.09%
Consumer Discretionary
9.23%
Financials
13.55%
Real Estate
1.72%
Sensitive
52.17%
Communication Services
12.91%
Energy
2.94%
Industrials
7.95%
Information Technology
28.37%
Defensive
17.35%
Consumer Staples
4.61%
Health Care
10.94%
Utilities
1.80%
Not Classified
2.89%
Non Classified Equity
0.04%
Not Classified - Non Equity
2.85%
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