Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.18%
Stock 98.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 66.84%
Mid 22.59%
Small 10.57%
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Region Exposure

% Developed Markets: 90.35%    % Emerging Markets: 9.17%    % Unidentified Markets: 0.47%

Americas 59.13%
54.20%
Canada 0.02%
United States 54.18%
4.93%
Chile 1.41%
Colombia 1.53%
Mexico 1.99%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.64%
United Kingdom 1.31%
20.71%
Austria 3.90%
Finland 1.12%
Germany 3.26%
Ireland 1.56%
Italy 1.38%
Netherlands 2.54%
Norway 0.00%
Sweden 0.95%
Switzerland 4.09%
0.63%
Poland 0.63%
0.00%
Greater Asia 17.75%
Japan 7.30%
0.00%
6.83%
Singapore 1.84%
South Korea 2.92%
Taiwan 2.07%
3.62%
China 2.51%
Kazakhstan 1.11%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
25.89%
Materials
0.97%
Consumer Discretionary
5.39%
Financials
16.68%
Real Estate
2.84%
Sensitive
61.57%
Communication Services
4.83%
Energy
1.39%
Industrials
19.19%
Information Technology
36.16%
Defensive
12.54%
Consumer Staples
4.35%
Health Care
7.38%
Utilities
0.82%
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