Asset Allocation

As of May 31, 2025.
Type % Net
Cash 5.14%
Stock 98.39%
Bond 0.24%
Convertible 0.00%
Preferred 0.00%
Other -3.78%
View Asset Allocation
Start Trial

Market Capitalization

As of May 31, 2025
Large 92.18%
Mid 7.75%
Small 0.06%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 102.8%    % Emerging Markets: 0.00%    % Unidentified Markets: -2.76%

Americas 1.87%
1.83%
Canada 0.49%
United States 1.34%
0.04%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.81%
United Kingdom 17.12%
51.66%
Belgium 0.71%
Denmark 2.79%
Finland 0.73%
France 13.57%
Germany 10.91%
Ireland 0.47%
Italy 2.37%
Netherlands 6.20%
Norway 0.15%
Spain 3.25%
Sweden 2.13%
Switzerland 8.08%
0.00%
0.03%
United Arab Emirates 0.03%
Greater Asia 32.08%
Japan 22.35%
6.81%
Australia 6.72%
2.92%
Hong Kong 1.45%
Singapore 1.40%
0.00%
Unidentified Region -2.76%

Stock Sector Exposure

Cyclical
39.12%
Materials
4.78%
Consumer Discretionary
9.70%
Financials
23.67%
Real Estate
0.97%
Sensitive
32.74%
Communication Services
3.98%
Energy
3.10%
Industrials
17.09%
Information Technology
8.57%
Defensive
23.37%
Consumer Staples
7.80%
Health Care
11.31%
Utilities
4.26%
Not Classified
4.77%
Non Classified Equity
0.15%
Not Classified - Non Equity
4.62%
As of May 31, 2025
View Region Exposure
Start Trial

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