Asset Allocation

As of May 31, 2026.
Type % Net
Cash 2.53%
Stock 92.74%
Bond 3.07%
Convertible 0.00%
Preferred 0.53%
Other 1.13%
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Market Capitalization

As of May 31, 2026
Large 78.05%
Mid 16.91%
Small 5.03%
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Region Exposure

% Developed Markets: 94.86%    % Emerging Markets: 0.90%    % Unidentified Markets: 4.24%

Americas 5.24%
5.11%
Canada 1.89%
United States 3.22%
0.13%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.99%
United Kingdom 10.07%
43.34%
Belgium 0.63%
Finland 2.98%
France 6.06%
Germany 4.98%
Italy 1.85%
Netherlands 10.15%
Norway 3.31%
Portugal 0.32%
Spain 6.94%
Sweden 0.61%
Switzerland 5.03%
0.00%
0.58%
Israel 0.58%
Greater Asia 36.54%
Japan 25.50%
4.65%
Australia 4.65%
5.48%
Hong Kong 3.91%
Singapore 1.57%
0.90%
China 0.90%
Unidentified Region 4.24%

Stock Sector Exposure

Cyclical
36.96%
Materials
8.88%
Consumer Discretionary
7.98%
Financials
19.61%
Real Estate
0.49%
Sensitive
46.54%
Communication Services
4.41%
Energy
5.11%
Industrials
21.21%
Information Technology
15.80%
Defensive
9.50%
Consumer Staples
2.23%
Health Care
6.35%
Utilities
0.92%
Not Classified
1.60%
Non Classified Equity
1.60%
As of May 31, 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