Asset Allocation

As of May 31, 2026.
Type % Net
Cash 0.59%
Stock 95.15%
Bond 1.51%
Convertible 0.00%
Preferred 1.37%
Other 1.38%
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Market Capitalization

As of May 31, 2026
Large 80.87%
Mid 15.78%
Small 3.35%
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Region Exposure

% Developed Markets: 98.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.30%

Americas 16.55%
16.55%
Canada 14.91%
United States 1.64%
0.00%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.70%
United Kingdom 8.56%
42.79%
Austria 1.25%
Belgium 0.33%
Denmark 0.82%
Finland 0.22%
France 9.54%
Germany 9.21%
Ireland 1.12%
Italy 0.90%
Netherlands 2.74%
Norway 2.22%
Portugal 0.00%
Spain 5.53%
Sweden 2.40%
Switzerland 6.49%
0.00%
1.34%
Israel 1.34%
Greater Asia 29.45%
Japan 20.19%
5.76%
Australia 5.76%
3.50%
Hong Kong 2.71%
Singapore 0.78%
0.00%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
54.21%
Materials
8.14%
Consumer Discretionary
10.04%
Financials
33.71%
Real Estate
2.31%
Sensitive
27.49%
Communication Services
4.02%
Energy
10.17%
Industrials
10.99%
Information Technology
2.32%
Defensive
16.29%
Consumer Staples
5.79%
Health Care
10.44%
Utilities
0.06%
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