Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.08%
Stock 89.97%
Bond 0.00%
Convertible 0.00%
Preferred 3.86%
Other 6.10%
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Market Capitalization

As of June 30, 2026
Large 57.55%
Mid 27.49%
Small 14.96%
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Region Exposure

% Developed Markets: 93.23%    % Emerging Markets: 3.30%    % Unidentified Markets: 3.47%

Americas 2.07%
0.00%
2.07%
Brazil 2.07%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 73.71%
United Kingdom 23.59%
50.12%
Austria 1.35%
Denmark 3.53%
France 15.28%
Germany 13.38%
Netherlands 7.81%
Spain 1.48%
Switzerland 5.74%
0.00%
0.00%
Greater Asia 20.75%
Japan 13.00%
0.00%
6.52%
Hong Kong 1.66%
South Korea 4.86%
1.23%
China 1.23%
Unidentified Region 3.47%

Stock Sector Exposure

Cyclical
48.83%
Materials
8.81%
Consumer Discretionary
17.37%
Financials
18.80%
Real Estate
3.85%
Sensitive
17.97%
Communication Services
6.42%
Energy
3.02%
Industrials
8.53%
Information Technology
0.00%
Defensive
33.20%
Consumer Staples
21.60%
Health Care
11.60%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 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