Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.91%
Stock 98.90%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of June 30, 2026
Large 93.66%
Mid 6.23%
Small 0.10%
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Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.53%

Americas 0.35%
0.34%
Canada 0.06%
United States 0.28%
0.01%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.68%
United Kingdom 16.49%
51.17%
Austria 0.99%
Belgium 1.65%
Denmark 0.70%
Finland 1.45%
France 9.56%
Germany 10.10%
Greece 1.04%
Ireland 1.49%
Italy 2.03%
Netherlands 6.02%
Norway 0.01%
Spain 4.29%
Sweden 3.07%
Switzerland 8.21%
0.00%
0.01%
United Arab Emirates 0.01%
Greater Asia 31.45%
Japan 23.54%
2.63%
Australia 2.62%
5.27%
Hong Kong 1.83%
Singapore 2.39%
Taiwan 1.05%
0.00%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
40.47%
Materials
4.96%
Consumer Discretionary
11.49%
Financials
23.26%
Real Estate
0.75%
Sensitive
39.56%
Communication Services
3.59%
Energy
3.45%
Industrials
18.80%
Information Technology
13.72%
Defensive
19.03%
Consumer Staples
6.38%
Health Care
8.21%
Utilities
4.44%
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