Asset Allocation

As of December 31, 2024.
Type % Net
Cash 1.38%
Stock 97.37%
Bond 1.25%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2024
Large 26.11%
Mid 27.34%
Small 46.55%
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Region Exposure

% Developed Markets: 98.21%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.79%

Americas 71.13%
71.13%
Canada 3.23%
United States 67.90%
0.00%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.94%
United Kingdom 3.81%
6.13%
Germany 1.68%
Spain 2.26%
Switzerland 2.20%
0.00%
0.00%
Greater Asia 17.14%
Japan 11.80%
2.78%
Australia 2.78%
2.56%
Hong Kong 1.49%
Singapore 1.07%
0.00%
Unidentified Region 1.79%

Stock Sector Exposure

Cyclical
97.86%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
97.86%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
2.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.14%
As of July 31, 2024
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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