Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.52%
Stock 97.55%
Bond 2.12%
Convertible 0.00%
Preferred 0.00%
Other -1.19%
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Market Capitalization

As of June 30, 2026
Large 2.10%
Mid 7.06%
Small 90.84%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.27%    % Unidentified Markets: -0.22%

Americas 94.23%
93.69%
Canada 1.72%
United States 91.98%
0.53%
Brazil 0.27%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.36%
United Kingdom 1.63%
0.80%
Denmark 0.80%
0.00%
1.93%
Israel 1.93%
Greater Asia 1.63%
Japan 0.00%
0.00%
1.63%
Hong Kong 1.63%
0.00%
Unidentified Region -0.22%

Stock Sector Exposure

Cyclical
14.72%
Materials
3.20%
Consumer Discretionary
6.17%
Financials
5.35%
Real Estate
0.00%
Sensitive
56.46%
Communication Services
0.57%
Energy
4.12%
Industrials
24.23%
Information Technology
27.55%
Defensive
25.31%
Consumer Staples
1.27%
Health Care
22.68%
Utilities
1.36%
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