Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.95%
Stock 95.69%
Bond 2.39%
Convertible 0.00%
Preferred 0.80%
Other -0.83%
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Market Capitalization

As of June 30, 2026
Large 88.74%
Mid 10.54%
Small 0.73%
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Region Exposure

% Developed Markets: 87.62%    % Emerging Markets: 13.43%    % Unidentified Markets: -1.04%

Americas 14.25%
12.22%
Canada 7.44%
United States 4.78%
2.03%
Brazil 1.11%
Chile 0.14%
Colombia 0.04%
Mexico 0.55%
Peru 0.09%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.49%
United Kingdom 7.53%
29.58%
Austria 0.30%
Belgium 0.50%
Denmark 0.95%
Finland 0.68%
France 4.90%
Germany 4.69%
Greece 0.15%
Ireland 0.49%
Italy 2.08%
Netherlands 4.52%
Norway 0.33%
Portugal 0.10%
Spain 2.28%
Sweden 1.63%
Switzerland 5.64%
0.54%
Czech Republic 0.04%
Poland 0.28%
Turkey 0.12%
2.84%
Israel 0.65%
Qatar 0.15%
Saudi Arabia 0.77%
South Africa 0.73%
United Arab Emirates 0.37%
Greater Asia 46.30%
Japan 13.39%
3.58%
Australia 3.46%
19.89%
Hong Kong 1.66%
Singapore 0.99%
South Korea 7.88%
Taiwan 9.35%
9.44%
China 5.09%
India 3.59%
Indonesia 0.10%
Malaysia 0.24%
Philippines 0.09%
Thailand 0.34%
Unidentified Region -1.04%

Stock Sector Exposure

Cyclical
38.77%
Materials
6.24%
Consumer Discretionary
7.39%
Financials
23.91%
Real Estate
1.23%
Sensitive
45.97%
Communication Services
4.20%
Energy
4.04%
Industrials
13.84%
Information Technology
23.89%
Defensive
14.87%
Consumer Staples
4.96%
Health Care
6.79%
Utilities
3.12%
Not Classified
0.39%
Non Classified Equity
0.39%
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