Asset Allocation

As of May 31, 2026.
Type % Net
Cash 2.82%
Stock 97.18%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of May 31, 2026
Large 91.29%
Mid 8.11%
Small 0.59%
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Region Exposure

% Developed Markets: 92.23%    % Emerging Markets: 4.95%    % Unidentified Markets: 2.82%

Americas 7.48%
5.42%
Canada 3.85%
United States 1.57%
2.06%
Brazil 0.60%
Mexico 0.59%
Peru 0.87%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.99%
United Kingdom 5.99%
40.83%
Austria 2.14%
Belgium 0.50%
Denmark 2.02%
Finland 1.13%
France 7.96%
Germany 5.73%
Greece 0.82%
Ireland 2.65%
Italy 0.88%
Netherlands 4.79%
Spain 4.28%
Sweden 1.26%
Switzerland 6.67%
1.17%
0.00%
Greater Asia 41.71%
Japan 16.73%
1.41%
Australia 1.41%
21.86%
Hong Kong 1.46%
Singapore 0.81%
South Korea 9.49%
Taiwan 10.09%
1.72%
China 1.04%
India 0.68%
Unidentified Region 2.82%

Stock Sector Exposure

Cyclical
33.87%
Materials
6.13%
Consumer Discretionary
6.77%
Financials
20.97%
Real Estate
0.00%
Sensitive
52.21%
Communication Services
3.21%
Energy
3.18%
Industrials
18.60%
Information Technology
27.22%
Defensive
13.92%
Consumer Staples
4.40%
Health Care
7.82%
Utilities
1.70%
Not Classified
0.00%
Non Classified Equity
0.00%
As of May 31, 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