Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.44%
Stock 99.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other 0.30%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 88.50%    % Emerging Markets: 0.22%    % Unidentified Markets: 11.28%

Americas 65.40%
65.24%
Canada 3.06%
United States 62.18%
0.16%
Mexico 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.97%
United Kingdom 3.47%
11.15%
Austria 0.07%
Belgium 0.18%
Denmark 0.60%
Finland 0.22%
France 1.94%
Germany 1.85%
Ireland 1.26%
Italy 0.57%
Netherlands 1.13%
Norway 0.14%
Portugal 0.04%
Spain 0.55%
Sweden 0.62%
Switzerland 1.86%
0.08%
Poland 0.08%
0.28%
Israel 0.28%
Greater Asia 8.34%
Japan 5.69%
1.76%
Australia 1.68%
0.87%
Hong Kong 0.45%
Singapore 0.41%
0.02%
China 0.02%
Unidentified Region 11.28%

Stock Sector Exposure

Cyclical
28.71%
Materials
2.83%
Consumer Discretionary
10.10%
Financials
14.23%
Real Estate
1.56%
Sensitive
43.57%
Communication Services
7.36%
Energy
3.37%
Industrials
9.42%
Information Technology
23.42%
Defensive
16.36%
Consumer Staples
5.28%
Health Care
8.91%
Utilities
2.17%
Not Classified
11.36%
Non Classified Equity
11.36%
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