Asset Allocation

As of May 31, 2026.
Type % Net
Cash 2.10%
Stock 97.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
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Market Capitalization

As of May 31, 2026
Large 59.98%
Mid 33.97%
Small 6.05%
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Region Exposure

% Developed Markets: 88.22%    % Emerging Markets: 9.06%    % Unidentified Markets: 2.72%

Americas 52.00%
49.06%
Canada 3.34%
United States 45.72%
2.95%
Brazil 2.95%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.60%
United Kingdom 5.77%
16.83%
France 6.45%
Germany 3.46%
Italy 4.29%
Spain 2.62%
0.00%
0.00%
Greater Asia 22.68%
Japan 7.34%
0.00%
9.22%
Hong Kong 3.48%
Singapore 2.60%
South Korea 3.15%
6.12%
China 3.56%
India 2.56%
Unidentified Region 2.72%

Stock Sector Exposure

Cyclical
3.22%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
3.22%
Real Estate
0.00%
Sensitive
33.37%
Communication Services
8.90%
Energy
11.53%
Industrials
12.95%
Information Technology
0.00%
Defensive
63.41%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
63.41%
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