Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.37%
Stock 97.78%
Bond 1.41%
Convertible 0.00%
Preferred 0.00%
Other -0.57%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2026
Large 81.83%
Mid 15.14%
Small 3.03%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.80%

Americas 92.40%
92.40%
United States 92.40%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.47%
United Kingdom 0.00%
3.47%
Netherlands 2.60%
0.00%
0.00%
Greater Asia 3.32%
Japan 0.00%
0.00%
3.32%
Taiwan 3.32%
0.00%
Unidentified Region 0.80%

Stock Sector Exposure

Cyclical
11.67%
Materials
0.00%
Consumer Discretionary
8.31%
Financials
3.36%
Real Estate
0.00%
Sensitive
68.76%
Communication Services
14.92%
Energy
0.00%
Industrials
12.43%
Information Technology
41.41%
Defensive
15.10%
Consumer Staples
6.16%
Health Care
8.94%
Utilities
0.00%
Not Classified
1.70%
Non Classified Equity
1.70%
As of June 30, 2026
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