Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.34%
Stock 90.34%
Bond 1.77%
Convertible 0.00%
Preferred 4.14%
Other 2.41%
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Market Capitalization

As of May 31, 2026
Large 36.66%
Mid 18.19%
Small 45.15%
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Region Exposure

% Developed Markets: 81.27%    % Emerging Markets: 17.48%    % Unidentified Markets: 1.25%

Americas 67.22%
51.74%
Canada 11.75%
United States 39.99%
15.48%
Brazil 10.68%
Chile 4.79%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.82%
United Kingdom 6.51%
14.89%
Denmark 1.81%
Finland 3.77%
France 1.45%
Italy 0.53%
Netherlands 0.35%
Norway 1.81%
Switzerland 3.46%
0.00%
4.41%
Israel 3.73%
South Africa 0.68%
Greater Asia 5.71%
Japan 0.50%
3.55%
Australia 3.55%
0.35%
South Korea 0.35%
1.32%
China 1.32%
Unidentified Region 1.25%

Stock Sector Exposure

Cyclical
45.66%
Materials
45.02%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.64%
Sensitive
39.79%
Communication Services
0.00%
Energy
15.38%
Industrials
19.63%
Information Technology
4.78%
Defensive
11.39%
Consumer Staples
9.90%
Health Care
0.00%
Utilities
1.48%
Not Classified
0.00%
Non Classified Equity
0.00%
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