Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.01%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of June 30, 2026
Large 75.23%
Mid 18.39%
Small 6.39%
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Region Exposure

% Developed Markets: 99.65%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.35%

Americas 70.44%
70.44%
United States 70.44%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.95%
United Kingdom 4.13%
21.82%
France 5.30%
Germany 6.05%
Ireland 4.13%
Netherlands 0.91%
Switzerland 5.43%
0.00%
0.00%
Greater Asia 3.26%
Japan 0.75%
0.00%
2.51%
Taiwan 2.51%
0.00%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
29.98%
Materials
4.84%
Consumer Discretionary
9.88%
Financials
15.26%
Real Estate
0.00%
Sensitive
56.99%
Communication Services
7.44%
Energy
0.00%
Industrials
25.67%
Information Technology
23.87%
Defensive
12.32%
Consumer Staples
0.90%
Health Care
11.42%
Utilities
0.00%
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