Asset Allocation

As of May 31, 2026.
Type % Net
Cash 0.22%
Stock 99.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of May 31, 2026
Large 5.96%
Mid 42.50%
Small 51.54%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.21%    % Unidentified Markets: 0.22%

Americas 12.11%
11.15%
Canada 11.15%
0.96%
Peru 0.21%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.04%
United Kingdom 6.60%
40.09%
Austria 2.29%
Belgium 0.77%
Denmark 1.10%
France 7.06%
Germany 8.51%
Ireland 0.77%
Italy 4.52%
Netherlands 5.41%
Spain 0.84%
Sweden 2.22%
Switzerland 6.59%
0.00%
2.35%
Israel 2.35%
Greater Asia 38.63%
Japan 25.45%
3.38%
Australia 2.53%
9.80%
Singapore 2.90%
South Korea 1.11%
Taiwan 5.79%
0.00%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
27.42%
Materials
7.51%
Consumer Discretionary
7.30%
Financials
10.31%
Real Estate
2.30%
Sensitive
63.62%
Communication Services
1.36%
Energy
4.54%
Industrials
32.54%
Information Technology
25.18%
Defensive
8.96%
Consumer Staples
3.58%
Health Care
5.38%
Utilities
0.00%
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