Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.62%
Stock 95.67%
Bond 0.00%
Convertible 0.00%
Preferred 1.89%
Other 0.82%
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Market Capitalization

As of June 30, 2025
Large 99.57%
Mid 0.43%
Small 0.00%
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Region Exposure

% Developed Markets: 75.58%    % Emerging Markets: 22.03%    % Unidentified Markets: 2.39%

Americas 21.76%
9.74%
Canada 2.72%
United States 7.02%
12.01%
Brazil 11.07%
Mexico 0.95%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.74%
United Kingdom 18.01%
34.67%
France 6.72%
Germany 8.27%
Greece 2.25%
Italy 4.24%
Netherlands 1.88%
Spain 4.29%
Switzerland 7.04%
0.00%
3.06%
United Arab Emirates 3.06%
Greater Asia 20.11%
Japan 3.35%
0.00%
6.74%
Singapore 2.38%
South Korea 0.99%
Taiwan 3.38%
10.02%
India 8.92%
Indonesia 1.10%
Unidentified Region 2.39%

Stock Sector Exposure

Cyclical
26.13%
Materials
1.60%
Consumer Discretionary
1.17%
Financials
23.35%
Real Estate
0.00%
Sensitive
24.05%
Communication Services
4.79%
Energy
12.27%
Industrials
3.52%
Information Technology
3.46%
Defensive
49.83%
Consumer Staples
31.57%
Health Care
7.29%
Utilities
10.96%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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