Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.13%
Stock 93.54%
Bond 1.65%
Convertible 0.00%
Preferred 0.73%
Other 0.96%
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Market Capitalization

As of June 30, 2026
Large 58.16%
Mid 32.09%
Small 9.75%
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Region Exposure

% Developed Markets: 94.81%    % Emerging Markets: 5.90%    % Unidentified Markets: -0.71%

Americas 16.97%
10.31%
Canada 6.57%
United States 3.74%
6.67%
Brazil 1.37%
Mexico 2.73%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.13%
United Kingdom 14.92%
39.69%
Austria 0.58%
Belgium 1.44%
Denmark 4.05%
Finland 0.55%
France 8.38%
Germany 2.65%
Ireland 2.63%
Italy 2.87%
Netherlands 8.19%
Portugal 2.32%
Spain 2.02%
Switzerland 4.00%
0.00%
0.52%
Israel 0.52%
Greater Asia 28.60%
Japan 17.98%
0.98%
Australia 0.98%
7.84%
Hong Kong 1.78%
South Korea 6.07%
1.80%
China 0.24%
India 1.56%
Unidentified Region -0.71%

Stock Sector Exposure

Cyclical
38.90%
Materials
9.79%
Consumer Discretionary
7.68%
Financials
21.43%
Real Estate
0.00%
Sensitive
33.70%
Communication Services
5.16%
Energy
7.27%
Industrials
15.74%
Information Technology
5.53%
Defensive
24.63%
Consumer Staples
6.83%
Health Care
14.99%
Utilities
2.82%
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