Asset Allocation

As of May 31, 2026.
Type % Net
Cash 1.61%
Stock 98.39%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of May 31, 2026
Large 57.70%
Mid 24.09%
Small 18.21%
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Region Exposure

% Developed Markets: 98.39%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.61%

Americas 70.06%
67.12%
United States 67.12%
2.94%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.35%
United Kingdom 5.75%
17.59%
Denmark 3.26%
Ireland 7.11%
Netherlands 3.41%
Switzerland 3.82%
0.00%
0.00%
Greater Asia 4.99%
Japan 0.00%
0.00%
4.99%
Taiwan 4.99%
0.00%
Unidentified Region 1.61%

Stock Sector Exposure

Cyclical
35.90%
Materials
2.65%
Consumer Discretionary
10.01%
Financials
20.09%
Real Estate
3.14%
Sensitive
44.99%
Communication Services
5.63%
Energy
7.37%
Industrials
13.08%
Information Technology
18.91%
Defensive
19.12%
Consumer Staples
5.47%
Health Care
13.65%
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