Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.09%
Stock 94.30%
Bond 2.01%
Convertible 0.00%
Preferred 0.81%
Other 0.79%
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Market Capitalization

As of June 30, 2025
Large 58.34%
Mid 28.70%
Small 12.96%
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Region Exposure

% Developed Markets: 97.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.08%

Americas 80.46%
80.46%
Canada 0.59%
United States 79.87%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.60%
United Kingdom 8.99%
5.61%
France 0.82%
Germany 0.81%
Ireland 2.75%
Netherlands 1.23%
0.00%
0.00%
Greater Asia 2.87%
Japan 0.52%
0.00%
2.34%
South Korea 1.62%
Taiwan 0.72%
0.00%
Unidentified Region 2.08%

Stock Sector Exposure

Cyclical
35.39%
Materials
4.40%
Consumer Discretionary
7.04%
Financials
21.26%
Real Estate
2.69%
Sensitive
35.44%
Communication Services
7.32%
Energy
4.36%
Industrials
12.14%
Information Technology
11.62%
Defensive
24.01%
Consumer Staples
4.35%
Health Care
14.96%
Utilities
4.70%
Not Classified
5.17%
Non Classified Equity
1.18%
Not Classified - Non Equity
3.99%
As of June 30, 2025
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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