Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.86%
Stock 98.15%
Bond 1.08%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of June 30, 2026
Large 70.55%
Mid 17.13%
Small 12.32%
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Region Exposure

% Developed Markets: 92.73%    % Emerging Markets: 6.63%    % Unidentified Markets: 0.65%

Americas 62.86%
58.14%
Canada 17.78%
United States 40.36%
4.73%
Brazil 3.32%
Mexico 1.41%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.35%
United Kingdom 19.76%
14.83%
Denmark 1.70%
Finland 0.98%
France 0.87%
Ireland 3.80%
Norway 1.52%
Switzerland 4.50%
0.00%
0.76%
South Africa 0.76%
Greater Asia 1.14%
Japan 0.00%
0.00%
0.00%
1.14%
China 1.14%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
59.93%
Materials
59.93%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
31.70%
Communication Services
0.00%
Energy
29.28%
Industrials
2.42%
Information Technology
0.00%
Defensive
3.07%
Consumer Staples
3.07%
Health Care
0.00%
Utilities
0.00%
Not Classified
3.49%
Non Classified Equity
3.49%
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