Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.77%
Stock 97.72%
Bond 0.07%
Convertible 0.00%
Preferred 1.28%
Other 0.16%
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Market Capitalization

As of June 30, 2026
Large 98.36%
Mid 1.64%
Small 0.00%
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Region Exposure

% Developed Markets: 89.75%    % Emerging Markets: 9.75%    % Unidentified Markets: 0.50%

Americas 5.57%
3.57%
Canada 3.34%
United States 0.24%
2.00%
Brazil 1.28%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.57%
United Kingdom 12.71%
34.83%
Belgium 2.42%
Denmark 0.92%
Finland 0.00%
France 9.23%
Germany 7.91%
Greece 1.10%
Ireland 0.01%
Italy 1.66%
Netherlands 3.58%
Norway 0.01%
Spain 0.00%
Sweden 2.70%
Switzerland 5.28%
0.00%
1.04%
Saudi Arabia 1.03%
United Arab Emirates 0.01%
Greater Asia 45.35%
Japan 16.38%
1.04%
Australia 1.04%
21.21%
Hong Kong 2.54%
Singapore 2.11%
South Korea 7.67%
Taiwan 8.89%
6.72%
China 4.12%
India 2.60%
Unidentified Region 0.50%

Stock Sector Exposure

Cyclical
40.16%
Materials
5.63%
Consumer Discretionary
10.88%
Financials
23.65%
Real Estate
0.00%
Sensitive
47.43%
Communication Services
3.96%
Energy
4.14%
Industrials
16.92%
Information Technology
22.41%
Defensive
11.60%
Consumer Staples
4.90%
Health Care
4.00%
Utilities
2.71%
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